Q1 2019 Holdings
Filed 2019-05-15 | 117 holdings | $151.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tandem Diabetes Care Inc.(TNDM) | COM | 875372203 | $30.3K | 476,919 | 0.0% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $42.4K | 23,817 | 0.0% |
| Microsoft Corp.(MSFT) | COM | 594918104 | $48.8K | 413,807 | 0.0% |
| Chicken Soup For The Soul(CSSEQ) | COM | 16842Q100 | $989.0K | 80,031 | 0.7% |
| Calix Inc.(CALX) | COM | 13100M509 | $3.8M | 491,519 | 2.5% |
| Addus HomeCare Corp.(ADUS) | COM | 006739106 | $4.8M | 76,048 | 3.2% |
| CarGurus Inc.(CARG) | COM | 141788109 | $5.9M | 146,207 | 3.9% |
| Crocs Inc.(CROX) | COM | 227046109 | $6.2M | 239,019 | 4.1% |
| CareDx Inc.(CDNA) | COM | 14167L103 | $6.4M | 202,698 | 4.2% |
| America's Car-Mart Inc.(CRMT) | COM | 03062T105 | $6.8M | 74,726 | 4.5% |
| AxoGen Inc.(AXGN) | COM | 05463X106 | $8.6M | 410,258 | 5.7% |
| Adobe Inc.(ADBE) | COM | 00724F101 | $15.8M | 59,434 | 10.5% |
| Cisco Systems Inc.(CSCO) | COM | 17275R102 | $16.2M | 299,267 | 10.7% |
| Coty Inc.(COTY) | COM | 222070203 | $17.7M | 1,540,000 | 11.7% |
| Costco Wholesale Corp.(COST) | COM | 22160K105 | $18.0M | 74,210 | 11.9% |
| Charles River Laboratories Int(CRL) | COM | 159864107 | $19.3M | 132,911 | 12.8% |
| Ciena Corp.(CIEN) | COM | 171779309 | $19.4M | 520,787 | 12.9% |