Q2 2015 Holdings
Filed 2015-07-24 | 363 holdings | $389.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advisory Board Company | COM | 00762W107 | $32.6K | 596,469 | 0.0% |
| Silicon Laboratories Inc.(SLAB) | COM | 826919102 | $32.7K | 604,772 | 0.0% |
| Chipotle Mexican Grill Inc.(CMG) | COM | 169656105 | $33.3K | 55,045 | 0.0% |
| Westar Energy Inc. | COM | 95709T100 | $33.4K | 976,689 | 0.0% |
| Medidata Solutions Inc. | COM | 58471A105 | $33.5K | 616,729 | 0.0% |
| Insight Enterprises Inc.(NSIT) | COM | 45765U103 | $33.6K | 1,124,440 | 0.0% |
| Mylan N.V. | COM | N59465109 | $33.6K | 495,841 | 0.0% |
| Flushing Financial Corporation(FFIC) | COM | 343873105 | $33.8K | 1,609,924 | 0.0% |
| Semtech Corporation(SMTC) | COM | 816850101 | $34.2K | 1,724,432 | 0.0% |
| Cypress Semiconductor Corporation(CYEUR) | COM | 232806109 | $34.6K | 2,945,126 | 0.0% |
| Harsco Corporation(NVRI) | COM | 415864107 | $34.8K | 2,106,134 | 0.0% |
| Ultratech Inc | COM | 904034105 | $35.2K | 1,897,600 | 0.0% |
| Gartner Inc.(IT) | COM | 366651107 | $35.3K | 411,264 | 0.0% |
| SVB Financial Group(SIVBEUR) | COM | 78486Q101 | $35.5K | 246,422 | 0.0% |
| Medicines Company | COM | 584688105 | $36.0K | 1,256,653 | 0.0% |
| Web.com Group Inc. | COM | 94733A104 | $36.3K | 1,498,057 | 0.0% |
| HNI Corporation(HNI) | COM | 404251100 | $36.3K | 709,638 | 0.0% |
| Jones Lang LaSalle Incorporated(JLL) | COM | 48020Q107 | $36.3K | 212,372 | 0.0% |
| Global Eagle Entertainment Inc. | COM | 37951D102 | $37.7K | 2,897,065 | 0.0% |
| Lennox International Inc.(LII) | COM | 526107107 | $37.9K | 352,330 | 0.0% |
| Medivation Inc. | COM | 58501N101 | $38.2K | 334,091 | 0.0% |
| Myriad Genetics Inc.(MYGN) | COM | 62855J104 | $38.6K | 1,136,006 | 0.0% |
| Itron Inc.(ITRI) | COM | 465741106 | $38.8K | 1,126,358 | 0.0% |
| Portland General Electric Company(POR) | COM | 736508847 | $38.9K | 1,171,680 | 0.0% |
| Pinnacle Financial Partners Inc. | COM | 72346Q104 | $39.0K | 716,597 | 0.0% |
| Quanta Services Inc.(PWR) | COM | 74762E102 | $39.2K | 1,360,046 | 0.0% |
| Avago Technologies Limited | COM | Y0486S104 | $39.5K | 297,200 | 0.0% |
| Dollar Tree Inc.(DLTR) | COM | 256746108 | $40.5K | 512,371 | 0.0% |
| Wesco International Inc.(WCC) | COM | 95082P105 | $40.7K | 593,576 | 0.0% |
| Boise Cascade Co.(BCC) | COM | 09739D100 | $41.0K | 1,117,869 | 0.0% |
| Gogo Inc.(GOGO) | COM | 38046C109 | $41.3K | 1,928,063 | 0.0% |
| Endurance Specialty Holdings Ltd. | COM | G30397106 | $41.3K | 629,290 | 0.0% |
| Wsfs Financial Corporation(WSFS) | COM | 929328102 | $41.8K | 1,527,218 | 0.0% |
| Monster Beverage Corporation(MNST) | COM | 61174X109 | $42.1K | 313,756 | 0.0% |
| Globe Specialty Metals Inc. | COM | 37954N206 | $42.2K | 2,384,914 | 0.0% |
| Berry Plastics Group Inc.(BERYEUR) | COM | 08579W103 | $42.5K | 1,310,490 | 0.0% |
| Wisdomtree Investments Inc.(WT) | COM | 97717P104 | $42.8K | 1,948,706 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $43.2K | 660,933 | 0.0% |
| Modine Manufacturing Company(MOD) | COM | 607828100 | $43.2K | 4,027,646 | 0.0% |
| First Midwest Bancorp Inc.(FMBIUSD) | COM | 320867104 | $43.3K | 2,283,544 | 0.0% |
| Stericycle Inc.(SRCLEUR) | COM | 858912108 | $43.6K | 325,828 | 0.0% |
| CF Industries Holdings Inc.(CF) | COM | 125269100 | $43.7K | 680,481 | 0.0% |
| American Eagle Outfitters Inc.(AEO) | COM | 02553E106 | $44.2K | 2,565,285 | 0.0% |
| PacWest Bancorp(PACWUSD) | COM | 695263103 | $44.4K | 948,781 | 0.0% |
| Carlisle Companies Incorporated(CSL) | COM | 142339100 | $45.1K | 450,720 | 0.0% |
| Renasant Corporation(RNST) | COM | 75970E107 | $45.3K | 1,390,984 | 0.0% |
| Tangoe Inc. | COM | 87582Y108 | $45.8K | 3,641,247 | 0.0% |
| Monolithic Power Systems Inc.(MPWR) | COM | 609839105 | $46.8K | 923,439 | 0.0% |
| Aspen Insurance Holdings Limited | COM | G05384105 | $47.0K | 981,663 | 0.0% |
| Cintas Corporation(CTAS) | COM | 172908105 | $47.3K | 559,642 | 0.0% |