Q3 2017 Holdings
Filed 2017-11-13 | 204 holdings | $583.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iRobot Corp(IRBTQ) | COM | 462726100 | $27.7K | 359,178 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $28.7K | 369,019 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $29.2K | 291,447 | 0.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $29.2K | 297,948 | 0.0% |
| Tenneco Inc | COM | 880349105 | $29.4K | 484,384 | 0.0% |
| REV Group Inc(1RG) | COM | 749527107 | $29.4K | 1,022,418 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $29.7K | 790,672 | 0.0% |
| Booz Allen Hamilton Holding Corp(BAH) | CL A | 099502106 | $30.0K | 801,960 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $30.2K | 375,590 | 0.0% |
| Houlihan Lokey Inc(HLI) | CL A | 441593100 | $32.0K | 817,016 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $32.9K | 989,270 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $32.9K | 605,174 | 0.0% |
| Domino's Pizza Inc(DPZ) | COM | 25754A201 | $33.0K | 165,955 | 0.0% |
| Q2 Holdings Inc(QTWO) | COM | 74736L109 | $33.1K | 794,337 | 0.0% |
| Wd-40 Co(WDFC) | COM | 929236107 | $33.2K | 296,866 | 0.0% |
| Haemonetics Corp(HAE) | COM | 405024100 | $34.2K | 761,327 | 0.0% |
| Education Realty Trust Inc | COM | 28140H203 | $34.3K | 954,365 | 0.0% |
| Cboe Holdings Inc(CBOE) | COM | 12503M108 | $34.6K | 321,165 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $34.7K | 12,150 | 0.0% |
| Bioverativ Inc | COM | 09075E100 | $34.8K | 609,942 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $35.4K | 950,000 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $35.6K | 455,446 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $35.7K | 520,542 | 0.0% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $36.4K | 1,702,140 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $36.7K | 254,422 | 0.0% |
| Ares Capital Corp(ARCC) | COM | 04010L103 | $36.9K | 2,254,046 | 0.0% |
| Genomic Health Inc(GHDX) | COM | 37244C101 | $37.0K | 1,154,336 | 0.0% |
| VeriSign Inc(VRSN) | COM | 92343E102 | $37.2K | 349,295 | 0.0% |
| Manhattan Associates Inc(MANH) | COM | 562750109 | $37.3K | 898,449 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $37.7K | 397,775 | 0.0% |
| SPS Commerce Inc(SPSC) | COM | 78463M107 | $39.2K | 691,087 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $39.4K | 2,214,059 | 0.0% |
| Heico Corp(HEI/A) | CL A | 422806208 | $39.4K | 517,531 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $39.5K | 1,097,236 | 0.0% |
| Graco Inc(GGG) | COM | 384109104 | $40.0K | 323,599 | 0.0% |
| Adtalem Global Education Inc(ATGE) | COM | 00737L103 | $40.1K | 1,117,667 | 0.0% |
| WNS Holdings Ltd(WNSN) | SPON ADR | 92932M101 | $40.4K | 1,106,577 | 0.0% |
| 58.com Inc(WUBAUSD) | COM | 31680Q104 | $40.9K | 648,000 | 0.0% |
| JB Hunt Transport Services Inc(JBHT) | COM | 445658107 | $42.2K | 379,462 | 0.0% |
| Old Dominion Freight Line Inc(ODFL) | COM | 679580100 | $43.4K | 393,855 | 0.0% |
| Brink's Co(BCO) | COM | 109696104 | $43.5K | 516,382 | 0.0% |
| Varex Imaging Corp(VREX) | COM | 92214X106 | $43.6K | 1,288,556 | 0.0% |
| Natus Medical Inc | COM | 639050103 | $43.9K | 1,171,097 | 0.0% |
| Cognex Corp(CGNX) | COM | 192422103 | $45.3K | 411,000 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM | 53220K504 | $45.6K | 334,919 | 0.0% |
| Pool Corp(POOL) | COM | 73278L105 | $45.7K | 422,916 | 0.0% |
| Brunswick Corp(BC) | COM | 117043109 | $45.9K | 819,877 | 0.0% |
| ManpowerGroup Inc(MAN) | COM | 56418H100 | $47.8K | 405,737 | 0.0% |
| Advanced Energy Industries Inc(AEIS) | COM | 007973100 | $47.8K | 592,226 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $47.9K | 581,660 | 0.0% |