Q2 2020 Holdings
Filed 2020-07-30 | 296 holdings | $361.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| KAR Auction Services(OPLN) | COM | 48238T109 | $9.3K | 678,052 | 0.0% |
| Triumph Bancorp(TFIN) | COM | 89679E300 | $9.4K | 385,534 | 0.0% |
| Monro(MNRO) | COM | 610236101 | $9.4K | 170,866 | 0.0% |
| Cloudera(CLDR) | COM | 18914U100 | $9.5K | 744,033 | 0.0% |
| Theravance Biopharma(TBPH) | COM | G8807B106 | $9.5K | 451,955 | 0.0% |
| Premier Inc Class A(PINC) | COM | 74051N102 | $9.7K | 282,593 | 0.0% |
| FOX Factory Holding(FOXF) | COM | 35138V102 | $10.0K | 121,104 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $10.1K | 225,456 | 0.0% |
| PGT Innovations(PGTIUSD) | COM | 69336V101 | $10.2K | 648,161 | 0.0% |
| Five Below(FIVE) | COM | 33829M101 | $10.4K | 97,235 | 0.0% |
| Dycom Industries(DY) | COM | 267475101 | $10.5K | 256,487 | 0.0% |
| Winnebago Industries Inc(WGO) | COM | 974637100 | $10.6K | 159,186 | 0.0% |
| Orion Engineered Carbons(OEC) | COM | L72967109 | $10.7K | 1,012,140 | 0.0% |
| Woodward(WWD) | COM | 980745103 | $11.0K | 141,522 | 0.0% |
| Cousins Pptys Inc(CUZ) | COM | 222795502 | $11.0K | 370 | 0.0% |
| Iovance Biotherapeutics(IOVA) | COM | 462260100 | $11.2K | 406,401 | 0.0% |
| Novocure LTD(NVCR) | COM | G6674U108 | $11.2K | 189,404 | 0.0% |
| Ionis Pharmaceuticals(IONS) | COM | 462222100 | $11.4K | 194,030 | 0.0% |
| Formfactor(FORM) | COM | 346375108 | $11.7K | 399,484 | 0.0% |
| Healthequity(HQY) | COM | 42226A107 | $12.4K | 210,815 | 0.0% |
| Ironwood Pharmaceuticals(IRWD) | COM | 46333X108 | $12.6K | 1,223,278 | 0.0% |
| Tactile Systems Technology(TCMD) | COM | 87357P100 | $12.8K | 308,608 | 0.0% |
| Tabula Rasa Healthcare | COM | 873379101 | $12.9K | 235,887 | 0.0% |
| Steel Dynamics(STLD) | COM | 858119100 | $13.1K | 500,482 | 0.0% |
| U.S. Physical Therapy(USPH) | COM | 90337L108 | $13.1K | 162,261 | 0.0% |
| Phreesia(PHR) | COM | 71944F106 | $13.2K | 467,958 | 0.0% |
| Global Blood Therapeutics | COM | 37890U108 | $13.2K | 209,654 | 0.0% |
| Blueprint Medicines(2L9) | COM | 09627Y109 | $13.3K | 170,107 | 0.0% |
| Momenta Pharmaceuticals(MNTA) | COM | 60877T100 | $13.7K | 411,436 | 0.0% |
| FTI Consulting(FCN) | COM | 302941109 | $14.0K | 122,092 | 0.0% |
| Generac Holdings(GNRC) | COM | 368736104 | $14.1K | 115,439 | 0.0% |
| Intercontinental Exchange Inc(ICE) | COM | 45866F104 | $14.2K | 154,633 | 0.0% |
| Lions Gate Entertainment CL B(LGF/BEUR) | COM | 535919500 | $14.2K | 2,075,893 | 0.0% |
| Firstcash | COM | 33767D105 | $14.5K | 214,482 | 0.0% |
| Amicus Therapeutics(FOLD) | COM | 03152W109 | $14.9K | 986,416 | 0.0% |
| IAA Inc(IAA-WUSD) | COM | 449253103 | $14.9K | 386,653 | 0.0% |
| Cabot Microelectronics(CCMPEUR) | COM | 12709P103 | $15.0K | 107,291 | 0.0% |
| Immunomedics(IMMU) | COM | 452907108 | $15.0K | 422,602 | 0.0% |
| Onto Innovation(ONTO) | COM | 683344105 | $15.3K | 448,602 | 0.0% |
| Pacira Biosciences(PCRX) | COM | 695127100 | $15.4K | 292,898 | 0.0% |
| Atkore International Group(ATKR) | COM | 047649108 | $15.4K | 562,921 | 0.0% |
| Virtu Financial(VIRT) | COM | 928254101 | $15.7K | 664,232 | 0.0% |
| Cardiovascular Systems(CSIIEUR) | COM | 141619106 | $15.9K | 503,648 | 0.0% |
| Argo Group | COM | G0464B107 | $16.1K | 460,935 | 0.0% |
| Evercore(EVR) | COM | 29977A105 | $16.1K | 272,650 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $16.1K | 97,588 | 0.0% |
| KBR, Inc(KBR) | COM | 48242W106 | $16.2K | 718,536 | 0.0% |
| EVO Payments(EVOP1EUR) | COM | 26927E104 | $16.2K | 711,308 | 0.0% |
| Wabash National(WNC) | COM | 929566107 | $16.3K | 1,534,756 | 0.0% |
| Mimecast Limited | COM | G14838109 | $16.5K | 396,764 | 0.0% |