Q4 2017 Holdings
Filed 2018-01-31 | 472 holdings | $293.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Universal Display Corp(OLED) | COM | 91347P105 | $11.3K | 65,725 | 0.0% |
| Univar Inc(UNVREUR) | COM | 91336L107 | $11.3K | 366,530 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $11.4K | 128,420 | 0.0% |
| Inc Research Holdings - Chgd S | COM | 45329R109 | $11.4K | 262,040 | 0.0% |
| Marketaxess Holdings, Inc.(MKTX) | COM | 57060D108 | $11.4K | 56,643 | 0.0% |
| Accelerate Diagnostics Inc | COM | 00430H102 | $11.5K | 439,504 | 0.0% |
| Wells Fargo Co(WFC) | COM | 949746101 | $11.5K | 190,005 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $11.7K | 175,310 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $11.8K | 116,404 | 0.0% |
| MGP Ingredients Inc(MGPI) | COM | 55303J106 | $11.8K | 153,220 | 0.0% |
| Kornit Digital LTD(KRNT) | COM | M6372Q113 | $12.1K | 750,370 | 0.0% |
| Diageo PLC ADR (UK)(DGED) | COM | 25243Q205 | $12.2K | 83,612 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $12.2K | 199,375 | 0.0% |
| Kinder Morgan Inc(KMI) | COM | 49456B101 | $12.3K | 680,265 | 0.0% |
| Expedia, Inc(EXPE) | COM | 30212P303 | $12.3K | 102,670 | 0.0% |
| Evolent Health Inc Class A(EVH) | COM | 30050B101 | $12.4K | 1,006,365 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $12.5K | 174,645 | 0.0% |
| Monolithic Power Systems Inc(MPWR) | COM | 609839105 | $12.6K | 111,745 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $12.7K | 259,830 | 0.0% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $12.8K | 126,756 | 0.0% |
| Ligand Pharmaceuticals(LGND) | COM | 53220K504 | $12.9K | 94,385 | 0.0% |
| Healthequity Inc(HQY) | COM | 42226A107 | $13.0K | 279,150 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $13.1K | 173,707 | 0.0% |
| Mimecast, LTD | COM | G14838109 | $13.3K | 462,171 | 0.0% |
| Generac Holdings Inc(GNRC) | COM | 368736104 | $13.3K | 268,465 | 0.0% |
| Visa Inc(V) | COM | 92826C839 | $13.4K | 117,188 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $13.6K | 545,779 | 0.0% |
| Interxion Holdings NV | COM | N47279109 | $13.6K | 231,565 | 0.0% |
| Weyerhaeuser Co(WY) | COM | 962166104 | $13.7K | 387,610 | 0.0% |
| Logmein Inc | COM | 54142L109 | $13.8K | 120,752 | 0.0% |
| Ford Motor Co(F) | COM | 345370860 | $14.1K | 1,131,375 | 0.0% |
| Summit Materials, Inc(7SU) | COM | 86614U100 | $14.2K | 453,182 | 0.0% |
| Helmerich & Payne Inc(HP) | COM | 423452101 | $14.5K | 224,640 | 0.0% |
| Forum Energy Technologies, Inc(FETUSD) | COM | 34984V100 | $14.7K | 943,109 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $14.7K | 358,250 | 0.0% |
| Estee Lauder(EL) | COM | 518439104 | $14.8K | 116,175 | 0.0% |
| Microchip Technology Inc.(MCHP) | COM | 595017104 | $14.8K | 168,930 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $15.0K | 84,965 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $15.1K | 147,841 | 0.0% |
| Harris Corporation | COM | 413875105 | $15.2K | 107,177 | 0.0% |
| Nordson Corp(NDSN) | COM | 655663102 | $15.2K | 104,004 | 0.0% |
| Polaris Industries Inc(PII) | COM | 731068102 | $15.6K | 125,772 | 0.0% |
| Oceaneering Intl(OII) | COM | 675232102 | $16.3K | 772,944 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $16.6K | 490,380 | 0.0% |
| Take-Two Interactive Software(TTWO) | COM | 874054109 | $16.8K | 153,020 | 0.0% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $17.0K | 163,748 | 0.0% |
| Synopsys, Inc(SNPS) | COM | 871607107 | $17.0K | 199,790 | 0.0% |
| Internatl Flavors & Fragrances(IFF) | COM | 459506101 | $17.1K | 111,735 | 0.0% |
| Bio-Teche Corporation(TECH) | COM | 09073M104 | $17.3K | 133,798 | 0.0% |
| Kellogg Co(KEL) | COM | 487836108 | $17.5K | 257,398 | 0.0% |