Q2 2020 Holdings
Filed 2020-08-24 | 167 holdings | $405.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $81.5K | 1,108,220 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $87.9K | 216,791 | 0.0% |
| Repligen Corp(RGEN) | COM | 759916109 | $88.1K | 712,546 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $92.9K | 551,478 | 0.0% |
| Marketaxess Hldgs Inc(MKTX) | COM | 57060D108 | $97.5K | 194,652 | 0.0% |
| Ollies Bargain Outlet Hldgs(OLLI) | COM | 681116109 | $107.3K | 1,098,804 | 0.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $172.0K | 395 | 0.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $13.1M | 54,862 | 3.2% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $20.9M | 386,426 | 5.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $22.8M | 83,107 | 5.6% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $26.7M | 335,081 | 6.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $39.7M | 201,548 | 9.8% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $40.6M | 1,614,421 | 10.0% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $43.1M | 367,658 | 10.6% |
| Chegg Inc(CHGG) | COM | 163092109 | $56.6M | 841,964 | 14.0% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $64.3M | 655,407 | 15.9% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $72.5M | 755,738 | 17.9% |