Q1 2020 Holdings
Filed 2020-04-17 | 299 holdings | $320.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kulicke and Soffa Inds Inc(KLIC) | COM | 501242101 | $6.7K | 319,564 | 0.0% |
| A.O. Smith(AOS) | COM | 831865209 | $6.7K | 177,575 | 0.0% |
| PNM RES Inc(TXNM) | COM | 69349H107 | $6.7K | 177,012 | 0.0% |
| Sprout Social(SPT) | COM | 85209W109 | $7.0K | 437,243 | 0.0% |
| FOX Factory Holding(FOXF) | COM | 35138V102 | $7.2K | 170,661 | 0.0% |
| Orion Engineered Carbons(OEC) | COM | L72967109 | $7.3K | 972,861 | 0.0% |
| Mastec Inc.(MTZ) | COM | 576323109 | $7.3K | 222,211 | 0.0% |
| Monro(MNRO) | COM | 610236101 | $7.7K | 176,522 | 0.0% |
| Galapagos NV(GLPG) | COM | 36315X101 | $7.8K | 39,983 | 0.0% |
| KAR Auction Services(OPLN) | COM | 48238T109 | $8.4K | 700,821 | 0.0% |
| Verra Mobility(VRRM) | COM | 92511U102 | $8.8K | 1,227,830 | 0.0% |
| Premier Inc Class A(PINC) | COM | 74051N102 | $9.1K | 278,583 | 0.0% |
| Formfactor(FORM) | COM | 346375108 | $9.2K | 458,397 | 0.0% |
| Extended Stay America | COM | 30224P200 | $9.6K | 1,312,276 | 0.0% |
| Euronet Worldwide(EEFT) | COM | 298736109 | $9.7K | 113,249 | 0.0% |
| Tactile Systems Technology(TCMD) | COM | 87357P100 | $9.9K | 246,756 | 0.0% |
| Novocure LTD(NVCR) | COM | G6674U108 | $10.1K | 150,689 | 0.0% |
| Phreesia(PHR) | COM | 71944F106 | $10.2K | 483,431 | 0.0% |
| Immunomedics(IMMU) | COM | 452907108 | $10.2K | 757,275 | 0.0% |
| Woodward(WWD) | COM | 980745103 | $10.2K | 172,016 | 0.0% |
| Global Blood Therapeutics | COM | 37890U108 | $10.3K | 201,098 | 0.0% |
| Virtus Investment Partners(VRTS) | COM | 92828Q109 | $10.3K | 135,373 | 0.0% |
| Ionis Pharmaceuticals(IONS) | COM | 462222100 | $10.5K | 222,342 | 0.0% |
| American Homes 4 Rent Class A(AMH) | COM | 02665T306 | $11.0K | 470 | 0.0% |
| Healthequity(HQY) | COM | 42226A107 | $11.0K | 217,762 | 0.0% |
| Pacira Biosciences(PCRX) | COM | 695127100 | $11.3K | 335,519 | 0.0% |
| Wabash National(WNC) | COM | 929566107 | $11.3K | 1,558,520 | 0.0% |
| Iovance Biotherapeutics(IOVA) | COM | 462260100 | $11.4K | 379,418 | 0.0% |
| Zuora Inc(ZUOUSD) | COM | 98983V106 | $11.4K | 1,416,101 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $11.5K | 371,902 | 0.0% |
| Argo Group | COM | G0464B107 | $11.5K | 309,868 | 0.0% |
| Triumph Bancorp(TFIN) | COM | 89679E300 | $11.5K | 442,262 | 0.0% |
| Blueprint Medicines(2L9) | COM | 09627Y109 | $11.6K | 198,467 | 0.0% |
| Amicus Therapeutics(FOLD) | COM | 03152W109 | $11.6K | 1,260,107 | 0.0% |
| Steel Dynamics(STLD) | COM | 858119100 | $11.7K | 517,120 | 0.0% |
| Lions Gate Entertainment CL B(LGF/BEUR) | COM | 535919500 | $11.7K | 2,093,980 | 0.0% |
| Atkore International Group(ATKR) | COM | 047649108 | $12.0K | 568,226 | 0.0% |
| IAA Inc(IAA-WUSD) | COM | 449253103 | $12.0K | 399,653 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $12.0K | 114,605 | 0.0% |
| Cardiovascular Systems(CSIIEUR) | COM | 141619106 | $12.1K | 344,060 | 0.0% |
| Masonite International(DOOREUR) | COM | 575385109 | $12.5K | 263,911 | 0.0% |
| Ironwood Pharmaceuticals(IRWD) | COM | 46333X108 | $12.8K | 1,264,317 | 0.0% |
| Momenta Pharmaceuticals(MNTA) | COM | 60877T100 | $12.9K | 472,546 | 0.0% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $13.1K | 86,692 | 0.0% |
| Silicon Motion Technology(SIMO) | COM | 82706C108 | $13.4K | 365,034 | 0.0% |
| CME Group Inc(CME) | COM | 12572Q105 | $13.4K | 77,782 | 0.0% |
| Int'l Game Technology(BRSL) | COM | G4863A108 | $13.5K | 2,266,797 | 0.0% |
| Skyline Champion(SKY) | COM | 830830105 | $13.5K | 863,385 | 0.0% |
| Pagerduty(PD) | COM | 69553P100 | $13.6K | 787,277 | 0.0% |
| Focus Financial Partners(2JE) | COM | 34417P100 | $13.8K | 597,660 | 0.0% |