Q4 2019 Holdings
Filed 2020-02-14 | 165 holdings | $419.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $87.9K | 557,794 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $89.2K | 737,369 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $101.2K | 587,731 | 0.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $130.0K | 395 | 0.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $10.3M | 55,873 | 2.4% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $12.8M | 286,480 | 3.0% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $19.8M | 321,075 | 4.7% |
| Canada Goose Holdings Inc(GOOS) | SHS SUB VTG | 135086106 | $23.3M | 643,902 | 5.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $24.2M | 86,773 | 5.8% |
| Chegg Inc(CHGG) | COM | 163092109 | $25.0M | 660,025 | 6.0% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $42.8M | 1,287,737 | 10.2% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $56.0M | 807,138 | 13.3% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $56.1M | 765,879 | 13.4% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $65.8M | 437,607 | 15.7% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $78.3M | 343,270 | 18.7% |