Q1 2019 Holdings
Filed 2019-05-14 | 505 holdings | $2.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Globant SA(GLOB) | Common | L44385109 | $36.6K | 512,155 | 0.0% |
| Celgene Corp(CELG) | Common | 151020104 | $37.1K | 392,727 | 0.0% |
| Costar Group Inc(CSGP) | Common | 22160N109 | $37.5K | 80,365 | 0.0% |
| Norwegian Cruise Line Holding(NCLH) | Common | G66721104 | $37.6K | 683,752 | 0.0% |
| Middleby Corp(MIDD) | Common | 596278101 | $39.7K | 304,958 | 0.0% |
| Pinduoduo Inc ADR(PDD) | Common | 722304102 | $42.3K | 1,706,694 | 0.0% |
| Orasure Technologies Inc(OSUR) | Common | 68554V108 | $42.5K | 3,810,226 | 0.0% |
| Wynn Resorts LTD(WYNN) | Common | 983134107 | $42.9K | 359,717 | 0.0% |
| Etsy Inc(ETSY) | Common | 29786A106 | $43.4K | 646,363 | 0.0% |
| Nlight Inc(LASR) | Common | 65487K100 | $45.7K | 2,052,673 | 0.0% |
| Puma Biotechnology Inc(PBYI) | Common | 74587V107 | $46.2K | 1,190,675 | 0.0% |
| Fidelity National Information(FIS) | Common | 31620M106 | $46.6K | 411,942 | 0.0% |
| Dexcom Inc.(DXCM) | Common | 252131107 | $47.3K | 396,892 | 0.0% |
| Q2 Holdings Inc(QTWO) | Common | 74736L109 | $48.1K | 695,060 | 0.0% |
| SBA Communications Corp(SBAC) | Common | 78410G104 | $48.3K | 242,135 | 0.0% |
| Realpage Inc(RP) | Common | 75606N109 | $49.5K | 815,094 | 0.0% |
| Pioneer Natural Resources(PXDEUR) | Common | 723787107 | $49.5K | 325,147 | 0.0% |
| United Technologies Corp.(UTXZ) | Common | 913017109 | $50.0K | 387,700 | 0.0% |
| Servicenow Inc(NOW) | Common | 81762P102 | $50.1K | 203,446 | 0.0% |
| Grubhub Inc | Common | 400110102 | $50.8K | 730,896 | 0.0% |
| Cognizant Tech Solutions CRP(CTSH) | Common | 192446102 | $51.0K | 703,536 | 0.0% |
| Morgan Stanley(MS) | Common | 617446448 | $53.3K | 1,262,175 | 0.0% |
| Square Inc A(XYZ) | Common | 852234103 | $54.2K | 722,781 | 0.0% |
| Five Below(FIVE) | Common | 33829M101 | $54.5K | 438,595 | 0.0% |
| Medidata Solutions Inc | Common | 58471A105 | $55.4K | 755,769 | 0.0% |
| Lululemon Athletica Inc(LULU) | Common | 550021109 | $55.5K | 338,448 | 0.0% |
| Glaukos Corporation(GKOS) | Common | 377322102 | $56.3K | 718,874 | 0.0% |
| Palo Alto Networks Inc(PANW) | Common | 697435105 | $56.5K | 232,710 | 0.0% |
| Tyler Technologies(TYL) | Common | 902252105 | $57.4K | 280,583 | 0.0% |
| Vocera Communications Inc | Common | 92857F107 | $58.1K | 1,838,374 | 0.0% |
| Marvell Technology Group LTD(MRVL) | Common | G5876H105 | $58.4K | 2,936,965 | 0.0% |
| Applied Materials Inc(AMAT) | Common | 038222105 | $58.5K | 1,476,278 | 0.0% |
| Portola Pharmaceuticals Inc | Common | 737010108 | $60.1K | 1,731,968 | 0.0% |
| Nevro Corp(NVROEUR) | Common | 64157F103 | $60.5K | 967,176 | 0.0% |
| Exact Sciences Corp(EXAS) | Common | 30063P105 | $60.6K | 699,104 | 0.0% |
| Wageworks Inc(WAGE) | Common | 930427109 | $61.3K | 1,624,181 | 0.0% |
| Balchem Corp.(BCPC) | Common | 057665200 | $61.5K | 662,770 | 0.0% |
| Mercury Systems Inc(MRCY) | Common | 589378108 | $62.3K | 972,644 | 0.0% |
| Guidewire Software Inc(GWRE) | Common | 40171V100 | $62.6K | 644,507 | 0.0% |
| Wisdomtree Investments Inc(WT) | Common | 97717P104 | $63.3K | 8,962,662 | 0.0% |
| Cigna Corp(CI) | Common | 125523100 | $66.0K | 410,555 | 0.0% |
| Healthequity Inc(HQY) | Common | 42226A107 | $66.4K | 897,262 | 0.0% |
| Deere & Co.(DE) | Common | 244199105 | $66.7K | 417,379 | 0.0% |
| Paycom Software Inc(PAYC) | Common | 70432V102 | $67.4K | 356,364 | 0.0% |
| Trade Desk Inc Class A(TTD) | Common | 88339J105 | $67.7K | 341,968 | 0.0% |
| GW Pharmaceuticals ADR | Common | 36197T103 | $69.7K | 413,356 | 0.0% |
| Medtronic PLC(MDT) | Common | G5960L103 | $69.8K | 765,898 | 0.0% |
| Quidel Corp | Common | 74838J101 | $69.9K | 1,067,910 | 0.0% |
| Neogen Corp(NEOG) | Common | 640491106 | $70.6K | 1,230,700 | 0.0% |
| Allergan PLC | Common | G0177J108 | $71.9K | 490,786 | 0.0% |