Q1 2019 Holdings
Filed 2019-05-10 | 217 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Payments Inc(GPN) | COM | 37940X102 | $289.9K | 2,123,390 | 0.0% |
| Adobe Inc.(ADBE) | COM | 00724F101 | $6.7M | 25,220 | 0.6% |
| Argenx SE ADR(ARGX) | SPONSORED ADR | 04016X101 | $15.4M | 123,155 | 1.4% |
| Casella Waste Systems Inc(CWST) | CL A | 147448104 | $27.4M | 771,300 | 2.5% |
| Callaway Golf Co.(CALY) | COM | 131193104 | $37.9M | 2,377,630 | 3.4% |
| BlackLine Inc(BL) | COM | 09239B109 | $43.4M | 935,910 | 3.9% |
| ACI Worldwide Inc.(ACIW) | COM | 004498101 | $51.1M | 1,555,160 | 4.6% |
| Addus Home Care Corp(ADUS) | COM | 006739106 | $56.1M | 882,730 | 5.1% |
| Chegg Inc(CHGG) | COM | 163092109 | $59.6M | 1,562,220 | 5.4% |
| Centene Corp.(CNC) | COM | 15135B101 | $62.4M | 1,175,625 | 5.7% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $75.5M | 482,000 | 6.9% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $77.8M | 3,622,700 | 7.1% |
| Bright Horizons Family So(BFAM) | COM | 109194100 | $79.6M | 625,870 | 7.2% |
| BJs Wholesale Club Holdin(BJ) | COM | 05550J101 | $83.2M | 3,037,590 | 7.6% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $121.3M | 1,696,082 | 11.0% |
| Charles River Laboratorie(CRL) | COM | 159864107 | $125.4M | 863,575 | 11.4% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $164.6M | 3,327,800 | 15.0% |