Q1 2019 Holdings
Filed 2019-05-01 | 471 holdings | $8.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bridgewater Bancshares Inc(BWB) | COM ACCD INV | 108621103 | $115.0K | 11,153 | 1.4% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $182.0K | 23,750 | 2.3% |
| Airgain Inc(AIRG) | COM | 00938A104 | $187.0K | 14,561 | 2.3% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $200.0K | 6,800 | 2.5% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $207.0K | 6,300 | 2.6% |
| Amneal Pharmaceuticals Inc(AMRX) | COM STK CL A | 03168L105 | $232.0K | 16,382 | 2.9% |
| Cbiz Inc(CBZ) | COM | 124805102 | $248.0K | 12,248 | 3.1% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $252.0K | 18,870 | 3.2% |
| Acacia Resh Corp(ACTG) | ACACIA TCH COM | 003881307 | $276.0K | 84,566 | 3.5% |
| Atricure Inc(ATRC) | COM | 04963C209 | $276.0K | 10,300 | 3.5% |
| CNX Resources Corporation(CNX) | COM | 12653C108 | $282.0K | 26,200 | 3.5% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $292.0K | 4,361 | 3.7% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $298.0K | 4,694 | 3.7% |
| Coty Inc(COTY) | COM CL A | 222070203 | $368.0K | 32,000 | 4.6% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $415.0K | 15,147 | 5.2% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $453.0K | 11,300 | 5.7% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $464.0K | 5,814 | 5.8% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $498.0K | 6,938 | 6.2% |
| Conocophillips(COP) | COM | 20825C104 | $540.0K | 8,090 | 6.8% |
| Carmax Inc(KMX) | COM | 143130102 | $575.0K | 8,233 | 7.2% |
| Crocs Inc(CROX) | COM | 227046109 | $941.0K | 36,562 | 11.8% |