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 |
|---|---|---|---|---|---|
| Monro Inc(MNRO) | COM | 610236101 | $28.3K | 496,955 | 0.0% |
| Heico Corp(HEI/A) | CL A | 422806208 | $28.3K | 358,269 | 0.0% |
| Watsco Inc(WSO) | COM | 942622200 | $28.7K | 168,496 | 0.0% |
| ResMed Inc(RMD) | COM | 761152107 | $28.7K | 338,935 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $29.0K | 846,694 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $29.3K | 391,354 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $30.4K | 378,419 | 0.0% |
| Celldex Therapeutics Inc | COM | 15117B103 | $30.6K | 10,772,111 | 0.0% |
| Mimecast Ltd | ORD SHS | G14838109 | $30.7K | 1,069,452 | 0.0% |
| Quaker Chemical Corp(KWR) | COM | 747316107 | $30.7K | 203,756 | 0.0% |
| Education Realty Trust Inc | COM | 28140H203 | $30.8K | 881,114 | 0.0% |
| Wd-40 Co(WDFC) | COM | 929236107 | $31.0K | 262,882 | 0.0% |
| MKS Instruments Inc(MKSI) | COM | 55306N104 | $31.1K | 329,284 | 0.0% |
| Ambarella Inc(AMBA) | COM | G037AX101 | $31.4K | 535,129 | 0.0% |
| FactSet Research Systems Inc(FDS) | COM | 303075105 | $31.8K | 164,763 | 0.0% |
| Jones Lang LaSalle Inc(JLL) | COM | 48020Q107 | $31.8K | 213,642 | 0.0% |
| REV Group Inc(1RG) | COM | 749527107 | $31.9K | 981,353 | 0.0% |
| Avery Dennison Corp(AVY) | COM | 053611109 | $32.1K | 279,691 | 0.0% |
| Brunswick Corp(BC) | COM | 117043109 | $32.4K | 587,180 | 0.0% |
| MarketAxess Holdings Inc(MKTX) | COM | 57060D108 | $33.1K | 163,954 | 0.0% |
| WNS Holdings Ltd(WNSN) | SPON ADR | 92932M101 | $33.4K | 831,670 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $33.6K | 919,141 | 0.0% |
| US Foods Holding Corp(USFD) | COM | 912008109 | $33.7K | 1,056,033 | 0.0% |
| Bio-Techne Corp(TECH) | COM | 09073M104 | $34.3K | 264,889 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $34.8K | 659,940 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $35.0K | 514,996 | 0.0% |
| Booz Allen Hamilton Holding Corp(BAH) | CL A | 099502106 | $35.5K | 929,903 | 0.0% |
| Grand Canyon Education Inc(LOPE) | COM | 38526M106 | $35.7K | 398,464 | 0.0% |
| Tenneco Inc | COM | 880349105 | $36.7K | 626,230 | 0.0% |
| Dunkin' Brands Group Inc(DNKN) | COM | 265504100 | $37.4K | 580,202 | 0.0% |
| UniFirst Corp(UNF) | COM | 904708104 | $37.6K | 228,297 | 0.0% |
| Robert Half International Inc(RHI) | COM | 770323103 | $37.7K | 679,220 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $38.4K | 455,685 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $38.8K | 460,962 | 0.0% |
| 58.com Inc(WUBAUSD) | COM | 31680Q104 | $38.9K | 544,000 | 0.0% |
| 51job Inc(JOBSUSD) | SP ADR REP COM | 316827104 | $39.3K | 645,399 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $39.5K | 1,561,897 | 0.0% |
| Ares Capital Corp(ARCC) | COM | 04010L103 | $40.1K | 2,549,524 | 0.0% |
| Raymond James Financial Inc(RJF) | COM | 754730109 | $40.3K | 450,809 | 0.0% |
| VeriSign Inc(VRSN) | COM | 92343E102 | $40.3K | 352,313 | 0.0% |
| ManpowerGroup Inc(MAN) | COM | 56418H100 | $40.4K | 320,437 | 0.0% |
| Papa John's International Inc(PZZA) | COM | 698813102 | $40.5K | 721,089 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $40.8K | 1,046,161 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $41.5K | 195,171 | 0.0% |
| Celanese Corp(CE) | COM SER A | 150870103 | $42.0K | 392,429 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM | 53220K504 | $42.3K | 309,254 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $43.0K | 995,276 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $43.1K | 650,292 | 0.0% |
| Oshkosh Corp(OSK) | COM | 688239201 | $43.3K | 476,911 | 0.0% |
| Natus Medical Inc | COM | 639050103 | $43.9K | 1,149,442 | 0.0% |