Q3 2018 Holdings
Filed 2018-11-05 | 115 holdings | $35.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cambrex Corp(CBM) | COM | 132011107 | $9.1K | 132,969 | 0.0% |
| PBF Energy Inc Cl A(PBF) | COM | 69318G106 | $9.2K | 183,856 | 0.0% |
| Walker & Dunlop Inc(WD) | COM | 93148P102 | $9.6K | 182,303 | 0.0% |
| American Eqty Invt Life Hld(AELUSD) | COM | 025676206 | $11.5K | 324,903 | 0.0% |
| Manhattan Assocs Inc(MANH) | COM | 562750109 | $11.9K | 217,670 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $12.4K | 99,769 | 0.0% |
| Emergent Biosolutions Inc(EBS) | COM | 29089Q105 | $13.9K | 210,636 | 0.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $481.0K | 1,782 | 1.4% |
| Cbre Group Inc Cl A(CBRE) | COM | 12504L109 | $2.2M | 48,970 | 6.1% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $3.1M | 80,040 | 8.7% |
| AMN Healthcare Services Inc.(AMN) | COM | 001744101 | $4.3M | 78,389 | 12.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $5.0M | 12,856 | 14.2% |
| Arrow Electronics Inc(ARW) | COM | 042735100 | $5.4M | 72,883 | 15.1% |
| Boston Beer Inc Cl A(SAM) | COM | 100557107 | $6.5M | 22,774 | 18.4% |
| Caci Intl Inc(CACI) | COM | 127190304 | $8.2M | 44,525 | 23.1% |