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 |
|---|---|---|---|---|---|
| Anika Therapeutics Inc(ANIK) | COM | 035255108 | $12.8M | 236,571 | 2.5% |
| Cavco Industries Inc(CVCO) | COM | 149568107 | $27.6M | 181,027 | 5.5% |
| Blackline Inc(BL) | COM | 09239B109 | $30.5M | 928,674 | 6.1% |
| Camping World Holdings Inc(CWH) | CL A | 13462K109 | $34.6M | 773,944 | 6.9% |
| Credit Acceptance Corp(CACC) | COM | 225310101 | $35.4M | 109,411 | 7.1% |
| CoreCivic Inc(CXW) | COM | 21871N101 | $37.1M | 1,647,553 | 7.4% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $43.5M | 760,116 | 8.7% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $44.8M | 909,566 | 8.9% |
| Cadence Design Systems Inc(CDNS) | COM | 127387108 | $47.6M | 1,138,503 | 9.5% |
| Bright Horizons Family Solutions Inc(BFAM) | COM | 109194100 | $47.7M | 507,705 | 9.5% |
| Cooper-Standard Holdings Inc(CPS) | COM | 21676P103 | $58.1M | 474,597 | 11.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $59.7M | 268,648 | 11.9% |