Q3 2018 Holdings
Filed 2018-10-18 | 315 holdings | $383.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Corporate Office Pptys TR(CDP) | COM | 22002T108 | $7.1M | 236,610 | 1.8% |
| Cirrus Logic, Inc(CRUS) | COM | 172755100 | $7.9M | 204,658 | 2.1% |
| Axogen(AXGN) | COM | 05463X106 | $11.8M | 321,499 | 3.1% |
| Cerus Corp(CERS) | COM | 157085101 | $12.0M | 1,669,219 | 3.1% |
| Acadia Pharmaceuticals(ACAD) | COM | 004225108 | $15.6M | 753,314 | 4.1% |
| Axcelis Technologies(ACLS) | COM | 054540208 | $16.5M | 839,925 | 4.3% |
| Caredx(CDNA) | COM | 14167L103 | $17.1M | 592,081 | 4.5% |
| Alnylam Pharmaceuticals(ALNY) | COM | 02043Q107 | $17.3M | 198,038 | 4.5% |
| Atricure(ATRC) | COM | 04963C209 | $24.1M | 686,557 | 6.3% |
| BOX Inc(BOX) | COM | 10316T104 | $30.8M | 1,287,662 | 8.0% |
| Ciena Corp(CIEN) | COM | 171779309 | $31.6M | 1,010,320 | 8.2% |
| AMN Healthcare Services(AMN) | COM | 001744101 | $35.1M | 641,215 | 9.1% |
| Burlington Stores(BURL) | COM | 122017106 | $36.6M | 224,566 | 9.5% |
| Cadence Design Systems(CDNS) | COM | 127387108 | $38.8M | 856,363 | 10.1% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $40.0M | 148,340 | 10.4% |