Q1 2020 Holdings
Filed 2020-04-21 | 329 holdings | $628.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Radware Ltd(RDWR) | COM | M81873107 | $3.5K | 164,178 | 0.0% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $3.5K | 56,390 | 0.0% |
| Lendingtree Inc(TREE) | COM | 52603B107 | $3.6K | 19,746 | 0.0% |
| Verisk Analytics Inc(VRSK) | COM | 92345Y106 | $3.7K | 26,899 | 0.0% |
| Inter Parfums Inc(IPAR) | COM | 458334109 | $3.9K | 83,466 | 0.0% |
| Performance Food Group Com(PFGC) | COM | 71377A103 | $3.9K | 157,871 | 0.0% |
| Medpace Holdings Inc(MEDP) | COM | 58506Q109 | $4.0K | 54,438 | 0.0% |
| Aaon Inc(AAON) | COM | 000360206 | $4.1K | 83,950 | 0.0% |
| Rbc Bearings Inc(RBC) | COM | 75524B104 | $4.1K | 36,056 | 0.0% |
| HMS Holdings Corp(HMSY) | COM | 40425J101 | $4.1K | 163,774 | 0.0% |
| Neogen Corporation(NEOG) | COM | 640491106 | $4.2K | 62,365 | 0.0% |
| J2 Global Communications Inc.(ZD) | COM | 48123V102 | $4.2K | 55,851 | 0.0% |
| WNS (Holdings) Limited Sponsor(WNSN) | COM | 92932M101 | $4.2K | 98,390 | 0.0% |
| Power Integrations Inc(POWI) | COM | 739276103 | $4.2K | 47,920 | 0.0% |
| Mastec Inc Com(MTZ) | COM | 576323109 | $4.2K | 129,375 | 0.0% |
| R1 RCM Inc | COM | 749397105 | $4.2K | 465,939 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $4.3K | 42,044 | 0.0% |
| iShares Core S&P Small-Cap(IJR) | COM | 464287804 | $4.5K | 79,682 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $4.5K | 49,973 | 0.0% |
| Mine Safety Appliances Co.(MSA) | COM | 553498106 | $4.5K | 44,360 | 0.0% |
| Veeva Sys Inc(VEEV) | COM | 922475108 | $4.6K | 29,432 | 0.0% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $4.6K | 44,827 | 0.0% |
| Esco Technologies Inc(ESE) | COM | 296315104 | $4.7K | 61,554 | 0.0% |
| VanEck Vectors Preferred Secur(PFXF) | COM | 92189F429 | $4.7K | 286,042 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $4.7K | 47,987 | 0.0% |
| Tractor Supply Company(TSCO) | COM | 892356106 | $4.8K | 56,626 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $4.8K | 126,703 | 0.0% |
| Mercury Systems, Inc(MRCY) | COM | 589378108 | $4.8K | 67,480 | 0.0% |
| Cyberark Software Ltd | COM | M2682V108 | $4.9K | 56,702 | 0.0% |
| Heico Corporation(HEI) | COM | 422806109 | $4.9K | 66,027 | 0.0% |
| TE Connectivity LTD(TEL) | COM | H84989104 | $5.1K | 80,558 | 0.0% |
| Trimble Navigation Ltd(TRMB) | COM | 896239100 | $5.1K | 160,863 | 0.0% |
| Vanguard Ftse All-World ex-US(VSS) | COM | 922042718 | $5.1K | 65,638 | 0.0% |
| Carlisle Companies Inc(CSL) | COM | 142339100 | $5.3K | 41,943 | 0.0% |
| Novanta Inc(NOVT) | COM | 67000B104 | $5.3K | 66,098 | 0.0% |
| Ametek Inc New(AME) | COM | 031100100 | $5.3K | 73,668 | 0.0% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $5.3K | 22,480 | 0.0% |
| Helen Of Troy Corp Ltd(HELE) | COM | G4388N106 | $5.9K | 41,013 | 0.0% |
| Quidel Corp | COM | 74838J101 | $5.9K | 60,530 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $6.0K | 36,923 | 0.0% |
| Eaton Corp(ETN) | COM | G29183103 | $6.0K | 76,958 | 0.0% |
| iShares Russell MidCap Growth(IWP) | COM | 464287481 | $6.1K | 50,206 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $6.2K | 10,518 | 0.0% |
| Hubbell Inc Cl B(HUBB) | COM | 443510607 | $6.3K | 54,486 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $6.4K | 42,539 | 0.0% |
| Amphenol Corp(APH) | COM | 032095101 | $6.5K | 88,545 | 0.0% |
| Simply Good Foods Co Com(SMPL) | COM | 82900L102 | $6.5K | 336,682 | 0.0% |
| Canadian Pacific Railway Ltd | COM | 13645T100 | $6.5K | 29,608 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $6.5K | 65,353 | 0.0% |
| Spdr Dow Jones US Real Estate(RWR) | COM | 78464A607 | $6.6K | 91,413 | 0.0% |