Q4 2014 Holdings
Filed 2015-01-20 | 211 holdings | $160.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crocs Inc(CROX) | COM | 227046109 | $52.8M | 4,224,100 | 32.9% |
| BIO RAD Labs(BIO) | COM | 090572207 | $32.4M | 268,934 | 20.2% |
| DXP Enterprises(DXPE) | COM | 233377407 | $24.4M | 482,552 | 15.2% |
| Cadence Design(CDNS) | COM | 127387108 | $24.3M | 1,280,500 | 15.1% |
| Clean Harbors(CLH) | COM | 184496107 | $10.4M | 216,500 | 6.5% |
| Atricure(ATRC) | COM | 04963C209 | $7.3M | 367,336 | 4.6% |
| Ceva(CEVA) | COM | 157210105 | $5.6M | 306,011 | 3.5% |
| Affiliated Managers Group(AMG) | COM | 008252108 | $63.5K | 299,149 | 0.0% |
| Alkermes(ALKS) | COM | G01767105 | $56.9K | 972,300 | 0.0% |
| Imax Corp(IMAX) | COM | 45245E109 | $56.6K | 1,830,981 | 0.0% |
| Nektar(NKTREUR) | COM | 640268108 | $54.4K | 3,509,990 | 0.0% |
| Taser Intl Inc | COM | 87651B104 | $52.3K | 1,974,810 | 0.0% |
| Liveperson(LPSNUSD) | COM | 538146101 | $51.7K | 3,669,100 | 0.0% |
| Euronet(EEFT) | COM | 298736109 | $49.0K | 891,935 | 0.0% |
| Super Micro Computer(SMCIUSD) | COM | 86800U104 | $47.6K | 1,364,641 | 0.0% |
| PTC Therapeutics(PTCT) | COM | 69366J200 | $45.0K | 869,101 | 0.0% |
| Radware(RDWR) | COM | M81873107 | $44.1K | 2,004,261 | 0.0% |
| RBC Bearings(RBC) | COM | 75524B104 | $43.6K | 676,114 | 0.0% |
| Costar Corp(CSGP) | COM | 22160N109 | $43.2K | 235,341 | 0.0% |
| OM Group | COM | 670872100 | $42.5K | 1,426,289 | 0.0% |
| Buffalo Wild Wings | COM | 119848109 | $41.2K | 228,157 | 0.0% |
| Bruker Corp(BRKR) | COM | 116794108 | $41.1K | 2,095,100 | 0.0% |
| Pandora | COM | 698354107 | $41.0K | 2,296,769 | 0.0% |
| Ruckus Wireless | COM | 781220108 | $40.3K | 3,355,850 | 0.0% |
| Five Below(FIVE) | COM | 33829M101 | $40.0K | 980,841 | 0.0% |
| West Pharma Svcs(WST) | COM | 955306105 | $38.8K | 728,100 | 0.0% |
| RED HAT Inc | COM | 756577102 | $38.7K | 559,400 | 0.0% |
| SPS Commerce(SPSC) | COM | 78463M107 | $38.4K | 678,035 | 0.0% |
| Tennant Co(TNC) | COM | 880345103 | $37.3K | 517,380 | 0.0% |
| Stag Industrial(STAG) | COM | 85254J102 | $36.7K | 1,496,373 | 0.0% |
| Advisory Board | COM | 00762W107 | $36.5K | 745,188 | 0.0% |
| Constant Contact | COM | 210313102 | $36.5K | 993,778 | 0.0% |
| Infoblox | COM | 45672H104 | $36.1K | 1,787,500 | 0.0% |
| Kennametal(KMT) | COM | 489170100 | $35.4K | 988,363 | 0.0% |
| Deckers Outdoor(DECK) | COM | 243537107 | $34.4K | 377,700 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $33.2K | 906,170 | 0.0% |
| Mettler Toledo(MTD) | COM | 592688105 | $32.0K | 105,750 | 0.0% |
| Ultimate Software Group | COM | 90385D107 | $30.6K | 208,709 | 0.0% |
| Zeltiq | COM | 98933Q108 | $30.2K | 1,082,410 | 0.0% |
| Virtusa Corp | COM | 92827P102 | $29.9K | 718,503 | 0.0% |
| Kaman Corp(KAMNUSD) | COM | 483548103 | $29.3K | 730,796 | 0.0% |
| Mellanox Technologies | COM | M51363113 | $28.2K | 660,900 | 0.0% |
| Finisar(FNSR) | COM | 31787A507 | $28.2K | 1,451,700 | 0.0% |
| Factset Research Systems(FDS) | COM | 303075105 | $28.1K | 199,650 | 0.0% |
| Irobot(IRBTQ) | COM | 462726100 | $28.0K | 806,761 | 0.0% |
| Francesca's Holdings(FRANUSD) | COM | 351793104 | $28.0K | 1,676,700 | 0.0% |
| Auxilium Pharmaceuticals | COM | 05334D107 | $27.9K | 812,380 | 0.0% |
| Monotype Imaging | COM | 61022P100 | $26.9K | 933,258 | 0.0% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $26.9K | 564,588 | 0.0% |
| Gigamon Inc | COM | 37518B102 | $26.0K | 1,464,300 | 0.0% |