Q4 2013 Holdings
Filed 2014-01-30 | 209 holdings | $209.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crocs Inc(CROX) | COM | 227046109 | $60.6M | 3,805,500 | 29.0% |
| DXP Enterprises(DXPE) | COM | 233377407 | $55.5M | 481,373 | 26.5% |
| BIO RAD Labs(BIO) | COM | 090572207 | $32.9M | 266,134 | 15.7% |
| Cadence Design(CDNS) | COM | 127387108 | $28.2M | 2,010,900 | 13.5% |
| Clean Energy Fuels Corp(CLNE) | COM | 184499101 | $18.5M | 1,436,600 | 8.8% |
| Clean Harbors(CLH) | COM | 184496107 | $5.5M | 91,700 | 2.6% |
| Ceva(CEVA) | COM | 157210105 | $4.3M | 281,557 | 2.0% |
| Alkermes(ALKS) | COM | G01767105 | $92.2K | 2,268,100 | 0.0% |
| West Pharma Svcs(WST) | COM | 955306105 | $81.9K | 1,670,300 | 0.0% |
| Kennametal(KMT) | COM | 489170100 | $58.6K | 1,124,663 | 0.0% |
| Atmi Inc | COM | 00207R101 | $57.2K | 1,892,975 | 0.0% |
| Pandora | COM | 698354107 | $56.5K | 2,123,220 | 0.0% |
| Euronet(EEFT) | COM | 298736109 | $55.3K | 1,155,735 | 0.0% |
| Ultimate Software Group | COM | 90385D107 | $54.7K | 356,819 | 0.0% |
| Santarus | COM | 802817304 | $46.9K | 1,468,949 | 0.0% |
| RBC Bearings(RBC) | COM | 75524B104 | $46.5K | 656,631 | 0.0% |
| Buffalo Wild Wings | COM | 119848109 | $46.4K | 315,260 | 0.0% |
| Bruker Corp(BRKR) | COM | 116794108 | $45.3K | 2,293,000 | 0.0% |
| Infoblox | COM | 45672H104 | $43.6K | 1,319,000 | 0.0% |
| Ubiquiti Networks | COM | 90347A100 | $42.4K | 922,800 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $41.5K | 1,171,870 | 0.0% |
| Outerwall Inc | COM | 690070107 | $41.1K | 611,200 | 0.0% |
| Finisar(FNSR) | COM | 31787A507 | $40.5K | 1,691,200 | 0.0% |
| Affiliated Managers Group(AMG) | COM | 008252108 | $39.6K | 182,744 | 0.0% |
| Pricesmart(PSMT) | COM | 741511109 | $39.1K | 338,500 | 0.0% |
| RED HAT Inc | COM | 756577102 | $38.7K | 690,400 | 0.0% |
| Henry Schein(HSIC) | COM | 806407102 | $38.7K | 338,350 | 0.0% |
| Costar Corp(CSGP) | COM | 22160N109 | $38.5K | 208,470 | 0.0% |
| Radware(RDWR) | COM | M81873107 | $38.4K | 2,136,785 | 0.0% |
| Irobot(IRBTQ) | COM | 462726100 | $37.1K | 1,067,140 | 0.0% |
| Ruckus Wireless | COM | 781220108 | $36.9K | 2,598,750 | 0.0% |
| Nektar(NKTREUR) | COM | 640268108 | $36.6K | 3,227,906 | 0.0% |
| Guess Inc(GU9) | COM | 401617105 | $36.6K | 1,176,965 | 0.0% |
| Dentsply | COM | 249030107 | $36.0K | 743,250 | 0.0% |
| Power Solutions International(PSIX) | COM | 73933G202 | $35.6K | 473,819 | 0.0% |
| Tivo Inc | COM | 888706108 | $35.1K | 2,678,320 | 0.0% |
| Schweitzer Mauduit Int'l(MATV) | COM | 808541106 | $34.6K | 672,400 | 0.0% |
| Imax Corp(IMAX) | COM | 45245E109 | $34.0K | 1,152,851 | 0.0% |
| Deckers Outdoor(DECK) | COM | 243537107 | $33.8K | 399,900 | 0.0% |
| OM Group | COM | 670872100 | $33.7K | 926,891 | 0.0% |
| Mobile Mini | COM | 60740F105 | $33.3K | 809,300 | 0.0% |
| Super Micro Computer(SMCIUSD) | COM | 86800U104 | $32.7K | 1,904,557 | 0.0% |
| Riverbed Technology | COM | 768573107 | $31.3K | 1,730,400 | 0.0% |
| DSW Shoe Warehouse | COM | 23334L102 | $31.3K | 731,800 | 0.0% |
| SPS Commerce(SPSC) | COM | 78463M107 | $31.1K | 476,331 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $31.1K | 744,098 | 0.0% |
| Teradyne(TER) | COM | 880770102 | $30.3K | 1,718,680 | 0.0% |
| Stag Industrial(STAG) | COM | 85254J102 | $30.0K | 1,473,093 | 0.0% |
| Zeltiq | COM | 98933Q108 | $29.8K | 1,577,024 | 0.0% |
| Invensense Inc | COM | 46123D205 | $29.1K | 1,399,400 | 0.0% |