Q4 2017 Holdings
Filed 2018-02-13 | 212 holdings | $501.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lakeland Financial Corp(LKFN) | COM | 511656100 | $15.1K | 311,780 | 0.0% |
| Hamilton Lane Inc(HLNE) | CL A | 407497106 | $15.3K | 432,636 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $15.6K | 235,999 | 0.0% |
| Atrion Corp(ATRIUSD) | COM | 049904105 | $15.9K | 25,209 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $16.2K | 226,584 | 0.0% |
| OM Asset Management Plc | SHS | G67506108 | $16.5K | 987,031 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $16.8K | 226,040 | 0.0% |
| MB Financial Inc | COM | 55264U108 | $17.4K | 390,269 | 0.0% |
| First Busey Corp(BUSE) | COM | 319383204 | $17.7K | 590,514 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $17.9K | 508,253 | 0.0% |
| Cimarex Energy Co(XECEUR) | COM | 171798101 | $18.0K | 147,390 | 0.0% |
| Endologix Inc | COM | 29266S106 | $18.1K | 3,386,649 | 0.0% |
| CoStar Group Inc(CSGP) | COM | 22160N109 | $18.3K | 61,466 | 0.0% |
| Equity LifeStyle Properties Inc(ELS) | COM | 29472R108 | $18.3K | 205,266 | 0.0% |
| Idexx Laboratories Inc(IDXX) | COM | 45168D104 | $18.8K | 120,199 | 0.0% |
| Black Knight Inc(BKIEUR) | CL A | 09215C105 | $18.9K | 427,215 | 0.0% |
| Mettler-Toledo International Inc(MTD) | COM | 592688105 | $18.9K | 30,543 | 0.0% |
| Leggett & Platt Inc(LEG) | COM | 524660107 | $19.3K | 404,053 | 0.0% |
| Ultimate Software Group Inc | COM | 90385D107 | $19.6K | 89,935 | 0.0% |
| Jeld-Wen Holding Inc(JELD) | COM | 47580P103 | $19.7K | 500,000 | 0.0% |
| Zayo Group Holdings Inc | COM | 98919V105 | $20.1K | 547,191 | 0.0% |
| Cboe Global Markets Inc(CBOE) | COM | 12503M108 | $20.2K | 162,460 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $20.3K | 182,447 | 0.0% |
| Gentex Corp(GNTX) | COM | 371901109 | $20.7K | 985,983 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $21.1K | 94,556 | 0.0% |
| Cedar Fair LP | COM | 150185106 | $21.4K | 328,546 | 0.0% |
| Expeditors International of Washington Inc(EXPD) | COM | 302130109 | $21.4K | 330,439 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $21.4K | 6,100 | 0.0% |
| Carlisle Cos Inc(CSL) | COM | 142339100 | $21.4K | 188,663 | 0.0% |
| Boingo Wireless Inc(WIFI) | COM | 09739C102 | $21.7K | 965,652 | 0.0% |
| Mindbody Inc | COM | 60255W105 | $22.8K | 749,502 | 0.0% |
| CyberArk Software Ltd | SHS | M2682V108 | $23.0K | 555,914 | 0.0% |
| BOK Financial Corp(BOKF) | COM | 05561Q201 | $23.1K | 250,194 | 0.0% |
| Brooks Automation Inc(AZTA) | COM | 114340102 | $23.2K | 972,058 | 0.0% |
| Spectrum Brands Holdings Inc | COM | 84763R101 | $23.5K | 209,467 | 0.0% |
| Gartner Inc(IT) | COM | 366651107 | $23.7K | 192,622 | 0.0% |
| Sealed Air Corp(SEE) | COM | 81211K100 | $23.8K | 482,600 | 0.0% |
| West Pharmaceutical Services Inc(WST) | COM | 955306105 | $24.2K | 244,984 | 0.0% |
| Q2 Holdings Inc(QTWO) | COM | 74736L109 | $24.2K | 656,193 | 0.0% |
| Lamar Advertising Co(LAMR) | CL A | 512816109 | $24.8K | 333,833 | 0.0% |
| Synopsys Inc(SNPS) | COM | 871607107 | $25.1K | 294,590 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $25.2K | 161,422 | 0.0% |
| FirstCash Inc | COM | 33767D105 | $25.2K | 373,007 | 0.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $25.2K | 199,534 | 0.0% |
| CoreLogic Inc ed States(CLGX) | COM | 21871D103 | $25.2K | 545,886 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $25.4K | 464,000 | 0.0% |
| Domino's Pizza Inc(DPZ) | COM | 25754A201 | $26.0K | 137,833 | 0.0% |
| Broadridge Financial Solutions Inc(BR) | COM | 11133T103 | $27.1K | 299,357 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $27.9K | 2,267,357 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $28.0K | 522,621 | 0.0% |