Q1 2018 Holdings
Filed 2018-04-16 | 251 holdings | $326.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Celgene Corporation(CELG) | COM | 151020104 | $10.3K | 115,334 | 0.0% |
| Golden Entertainment(GDEN) | COM | 381013101 | $10.4K | 449,140 | 0.0% |
| Interface Inc(TILE) | COM | 458665304 | $10.7K | 422,655 | 0.0% |
| Vocera Communications | COM | 92857F107 | $10.7K | 456,139 | 0.0% |
| Signature Bank(SBNY) | COM | 82669G104 | $10.7K | 75,519 | 0.0% |
| Century Communities Inc(CCS) | COM | 156504300 | $11.0K | 367,063 | 0.0% |
| Merit Medical Systems Inc(MMSI) | COM | 589889104 | $11.0K | 242,983 | 0.0% |
| K2m Group Holdings | COM | 48273J107 | $11.3K | 596,598 | 0.0% |
| Zoe's Kitchen | COM | 98979J109 | $11.4K | 789,064 | 0.0% |
| Delek US Holdings(DK) | COM | 24665A103 | $11.6K | 284,807 | 0.0% |
| Tabula Rasa Healthcare | COM | 873379101 | $12.0K | 309,613 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $12.1K | 116,139 | 0.0% |
| Illumina Inc.(ILMN) | COM | 452327109 | $12.1K | 51,125 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $12.4K | 214,779 | 0.0% |
| Tyler Technologies Inc.(TYL) | COM | 902252105 | $12.5K | 59,037 | 0.0% |
| Vertex Pharmaceuticals Incorporated(VRTX) | COM | 92532F100 | $12.5K | 76,447 | 0.0% |
| Esperion Therapeutics(ESPR) | COM | 29664W105 | $13.0K | 179,463 | 0.0% |
| Jeld-Wen Holding(JELD) | COM | 47580P103 | $13.2K | 429,451 | 0.0% |
| Lions Gate Entertainment CL B(LGF/BEUR) | COM | 535919500 | $13.5K | 561,300 | 0.0% |
| Adtalem Global Education Inc(ATGE) | COM | 00737L103 | $13.6K | 286,478 | 0.0% |
| Marketaxess Holdings Inc.(MKTX) | COM | 57060D108 | $13.8K | 63,559 | 0.0% |
| Veeva Systems(VEEV) | COM | 922475108 | $13.9K | 190,449 | 0.0% |
| Edwards Lifesciences Corporation(EW) | COM | 28176E108 | $14.1K | 100,708 | 0.0% |
| Flexion Therapeutics | COM | 33938J106 | $14.2K | 632,270 | 0.0% |
| Envestnet Inc.(ENVUSD) | COM | 29404K106 | $14.4K | 251,190 | 0.0% |
| CME Group Inc(CME) | COM | 12572Q105 | $14.6K | 90,440 | 0.0% |
| Nanometrics | COM | 630077105 | $14.7K | 545,733 | 0.0% |
| Nike Inc. Class B(NKE) | COM | 654106103 | $14.8K | 222,489 | 0.0% |
| RED HAT Inc. | COM | 756577102 | $14.9K | 99,931 | 0.0% |
| Benefitfocus(BNFTEUR) | COM | 08180D106 | $15.0K | 614,280 | 0.0% |
| Mastercard Incorporated CL A(MA) | COM | 57636Q104 | $15.2K | 86,972 | 0.0% |
| Marinemax(HZO) | COM | 567908108 | $15.4K | 790,123 | 0.0% |
| KMG Chemicals | COM | 482564101 | $15.5K | 258,271 | 0.0% |
| Gaslog LTD | COM | G37585109 | $16.0K | 969,716 | 0.0% |
| Servicenow Inc.(NOW) | COM | 81762P102 | $16.1K | 97,017 | 0.0% |
| American Tower Corporation(AMT) | COM | 03027X100 | $16.1K | 110,469 | 0.0% |
| Orasure Technologies(OSUR) | COM | 68554V108 | $16.1K | 951,634 | 0.0% |
| HUB Group(HUBG) | COM | 443320106 | $16.2K | 387,491 | 0.0% |
| Dave & Buster's Entertainment(PLAY) | COM | 238337109 | $16.3K | 391,436 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $16.4K | 242,566 | 0.0% |
| Kratos Defense & Security Solutions(KTOS) | COM | 50077B207 | $16.5K | 1,599,090 | 0.0% |
| Alexion Pharmaceuticals Inc.(ALXN) | COM | 015351109 | $16.6K | 149,151 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $16.7K | 540,985 | 0.0% |
| Masonite International(DOOREUR) | COM | 575385109 | $16.7K | 272,319 | 0.0% |
| Dycom Industries(DY) | COM | 267475101 | $16.8K | 156,240 | 0.0% |
| Guidewire Software Inc.(GWRE) | COM | 40171V100 | $16.9K | 208,789 | 0.0% |
| Hortonworks | COM | 440894103 | $16.9K | 828,587 | 0.0% |
| Monro(MNRO) | COM | 610236101 | $16.9K | 314,995 | 0.0% |
| Facebook Inc. Class A(META) | COM | 30303M102 | $17.0K | 106,609 | 0.0% |
| Party City(PRTY1EUR) | COM | 702149105 | $17.2K | 1,101,507 | 0.0% |