Q2 2018 Holdings
Filed 2018-07-12 | 307 holdings | $334.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Atricure(ATRC) | COM | 04963C209 | $24.2M | 895,575 | 7.2% |
| BOX Inc(BOX) | COM | 10316T104 | $28.2M | 1,127,613 | 8.4% |
| Ciena Corp(CIEN) | COM | 171779309 | $29.5M | 1,114,585 | 8.8% |
| AMN Healthcare Services(AMN) | COM | 001744101 | $34.4M | 586,533 | 10.3% |
| Cadence Design Systems(CDNS) | COM | 127387108 | $36.1M | 833,737 | 10.8% |
| Burlington Stores(BURL) | COM | 122017106 | $36.5M | 242,414 | 10.9% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $42.2M | 173,164 | 12.6% |