Q4 2020 Holdings
Filed 2021-02-10 | 177 holdings | $578.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Montrose Environmental Group(MEG) | COM | 615111101 | $14.4K | 465,778 | 0.0% |
| Lindsay Corp(LNN) | COM | 535555106 | $14.4K | 112,409 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $14.6K | 73,161 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $14.9K | 62,752 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $15.1K | 48,122 | 0.0% |
| Echo Global Logistics Inc(ECHO1EUR) | COM | 27875T101 | $15.5K | 577,513 | 0.0% |
| Yeti Hldgs Inc(YETI) | COM | 98585X104 | $15.5K | 226,764 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $15.6K | 122,818 | 0.0% |
| Silvergate Cap Corp(SICPQ) | CL A | 82837P408 | $16.1K | 216,972 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $17.5K | 97,475 | 0.0% |
| Cabot Oil & Gas Corp(CTRA) | COM | 127097103 | $18.0K | 1,102,865 | 0.0% |
| HUB Group Inc(HUBG) | CL A | 443320106 | $18.4K | 322,996 | 0.0% |
| MGP Ingredients Inc New(MGPI) | COM | 55303J106 | $19.2K | 407,459 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $21.3K | 845,378 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $22.0K | 63,087 | 0.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $22.9K | 91,790 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $24.0K | 70,712 | 0.0% |
| FOX Factory Hldg Corp(FOXF) | COM | 35138V102 | $24.0K | 226,817 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $24.6K | 180,326 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $25.5K | 1,934,205 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $25.6K | 159,264 | 0.0% |
| Biotelemetry Inc(BEATEUR) | COM | 090672106 | $26.3K | 364,459 | 0.0% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $26.6K | 700,810 | 0.0% |
| Nlight Inc(LASR) | COM | 65487K100 | $28.1K | 859,335 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $28.3K | 1,409,846 | 0.0% |
| SPS Commerce Inc(SPSC) | COM | 78463M107 | $28.7K | 264,736 | 0.0% |
| Pool Corp(POOL) | COM | 73278L105 | $29.8K | 79,921 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $30.6K | 119,553 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $31.5K | 263,028 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $31.8K | 213,993 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $32.1K | 143,424 | 0.0% |
| Repay Hldgs Corp(RPAY) | COM CL A | 76029L100 | $33.2K | 1,219,024 | 0.0% |
| Omnicell COM(OMCL) | COM | 68213N109 | $33.6K | 279,968 | 0.0% |
| IHS Markit LTD(IHS) | SHS | G47567105 | $34.0K | 378,749 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $34.1K | 605,582 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $34.2K | 136,235 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $35.9K | 96,987 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $36.3K | 282,334 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $36.8K | 469,336 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $37.3K | 323,394 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $38.7K | 106,294 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $39.2K | 180,048 | 0.0% |
| Healthequity Inc(HQY) | COM | 42226A107 | $40.6K | 581,757 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $40.8K | 377,839 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $41.6K | 974,207 | 0.0% |
| Azek Co Inc(AZEK) | CL A | 05478C105 | $42.4K | 1,101,517 | 0.0% |
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $43.0K | 506,356 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $44.9K | 126,339 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $45.3K | 1,313,838 | 0.0% |
| Neogen Corp(NEOG) | COM | 640491106 | $45.5K | 573,582 | 0.0% |