Q2 2017 Holdings
Filed 2017-08-11 | 200 holdings | $542.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ligand Pharmaceuticals Inc(LGND) | COM | 53220K504 | $35.3K | 291,037 | 0.0% |
| Bioverativ Inc | COM | 09075E100 | $35.4K | 589,054 | 0.0% |
| ExlService Holdings Inc(EXLS) | COM | 302081104 | $35.5K | 638,597 | 0.0% |
| Monolithic Power Systems Inc(MPWR) | COM | 609839105 | $35.6K | 369,246 | 0.0% |
| iRobot Corp(IRBTQ) | COM | 462726100 | $36.1K | 428,538 | 0.0% |
| Q2 Holdings Inc(QTWO) | COM | 74736L109 | $36.3K | 982,976 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $36.5K | 466,365 | 0.0% |
| Education Realty Trust Inc | COM | 28140H203 | $36.6K | 945,714 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $36.7K | 1,113,415 | 0.0% |
| ResMed Inc(RMD) | COM | 761152107 | $36.9K | 473,808 | 0.0% |
| Wabco Holdings Inc(WBC1EUR) | COM | 92927K102 | $37.0K | 290,356 | 0.0% |
| Ares Capital Corp(ARCC) | COM | 04010L103 | $37.1K | 2,267,080 | 0.0% |
| Tahoe Resources Inc | COM | 873868103 | $37.2K | 4,317,884 | 0.0% |
| MB Financial Inc | COM | 55264U108 | $37.4K | 850,046 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $37.5K | 546,281 | 0.0% |
| Old Dominion Freight Line Inc(ODFL) | COM | 679580100 | $37.6K | 394,560 | 0.0% |
| Wd-40 Co(WDFC) | COM | 929236107 | $37.6K | 340,854 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $38.1K | 517,980 | 0.0% |
| Kite Pharma Inc | COM | 49803L109 | $38.2K | 368,254 | 0.0% |
| Dave & Buster's Entertainment Inc(PLAY) | COM | 238337109 | $38.9K | 585,000 | 0.0% |
| Polaris Industries Inc(PII) | COM | 731068102 | $39.0K | 423,061 | 0.0% |
| JB Hunt Transport Services Inc(JBHT) | COM | 445658107 | $39.3K | 430,578 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $39.5K | 541,651 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $39.6K | 1,963,381 | 0.0% |
| Carlisle Cos Inc(CSL) | COM | 142339100 | $39.8K | 417,100 | 0.0% |
| VeriSign Inc(VRSN) | COM | 92343E102 | $39.8K | 428,377 | 0.0% |
| Booz Allen Hamilton Holding Corp(BAH) | CL A | 099502106 | $40.0K | 1,228,269 | 0.0% |
| NIC Inc | COM | 62914B100 | $40.1K | 2,113,760 | 0.0% |
| Cboe Holdings Inc(CBOE) | COM | 12503M108 | $41.9K | 458,964 | 0.0% |
| Manhattan Associates Inc(MANH) | COM | 562750109 | $42.6K | 886,895 | 0.0% |
| Ultimate Software Group Inc | COM | 90385D107 | $42.9K | 204,301 | 0.0% |
| Varex Imaging Corp(VREX) | COM | 92214X106 | $43.0K | 1,272,569 | 0.0% |
| SPS Commerce Inc(SPSC) | COM | 78463M107 | $43.5K | 682,404 | 0.0% |
| Nordson Corp(NDSN) | COM | 655663102 | $44.7K | 368,555 | 0.0% |
| Lazard Ltd(LAZ) | SHS A | G54050102 | $44.9K | 969,906 | 0.0% |
| ManpowerGroup Inc(MAN) | COM | 56418H100 | $45.3K | 405,631 | 0.0% |
| West Pharmaceutical Services Inc(WST) | COM | 955306105 | $45.5K | 481,547 | 0.0% |
| Genomic Health Inc(GHDX) | COM | 37244C101 | $46.7K | 1,435,395 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $49.0K | 992,903 | 0.0% |
| iRhythm Technologies Inc(IRTC) | COM | 450056106 | $49.3K | 1,159,267 | 0.0% |
| Cambrex Corp(CBM) | COM | 132011107 | $49.8K | 833,486 | 0.0% |
| CoStar Group Inc(CSGP) | COM | 22160N109 | $50.6K | 191,887 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $50.6K | 1,996,057 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $50.9K | 403,721 | 0.0% |
| CAE Inc(CAE) | COM | 124765108 | $52.5K | 3,045,206 | 0.0% |
| TransUnion(TRU) | COM | 89400J107 | $52.6K | 1,215,207 | 0.0% |
| Brunswick Corp(BC) | COM | 117043109 | $53.2K | 847,957 | 0.0% |
| Jones Lang LaSalle Inc(JLL) | COM | 48020Q107 | $53.2K | 425,981 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $53.8K | 859,350 | 0.0% |
| Gartner Inc(IT) | COM | 366651107 | $53.9K | 436,151 | 0.0% |