Q4 2015 Holdings
Filed 2016-02-12 | 240 holdings | $121.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BIO RAD Labs(BIO) | COM | 090572207 | $29.6M | 213,434 | 24.3% |
| Conmed Corp(CNMD) | COM | 207410101 | $26.7M | 605,415 | 21.9% |
| Cadence Design(CDNS) | COM | 127387108 | $19.6M | 943,400 | 16.1% |
| Acadia Healthcare Company(ACHC) | COM | 00404A109 | $10.6M | 169,000 | 8.7% |
| DXP Enterprises(DXPE) | COM | 233377407 | $8.8M | 387,323 | 7.3% |
| Clean Harbors(CLH) | COM | 184496107 | $7.3M | 176,300 | 6.0% |
| Atricure(ATRC) | COM | 04963C209 | $5.0M | 223,519 | 4.1% |
| Ceva(CEVA) | COM | 157210105 | $5.0M | 213,113 | 4.1% |
| Crocs Inc(CROX) | COM | 227046109 | $3.2M | 309,948 | 2.6% |
| Accuray(ARAY) | COM | 004397105 | $3.0M | 444,070 | 2.5% |
| Ultimate Software Group | COM | 90385D107 | $57.5K | 293,927 | 0.0% |
| Advisory Board | COM | 00762W107 | $54.6K | 1,099,806 | 0.0% |
| Costar Corp(CSGP) | COM | 22160N109 | $53.1K | 256,902 | 0.0% |
| SPS Commerce(SPSC) | COM | 78463M107 | $52.9K | 753,529 | 0.0% |
| Demandware(DWREEUR) | COM | 24802Y105 | $49.7K | 921,257 | 0.0% |
| Affiliated Managers Group(AMG) | COM | 008252108 | $48.0K | 300,223 | 0.0% |
| 2U Inc | COM | 90214J101 | $42.3K | 1,512,411 | 0.0% |
| Euronet(EEFT) | COM | 298736109 | $40.7K | 561,433 | 0.0% |
| Ligand Pharmaceuticals(LGND) | COM | 53220K504 | $38.9K | 358,624 | 0.0% |
| Super Micro Computer(SMCIUSD) | COM | 86800U104 | $36.2K | 1,477,878 | 0.0% |
| RBC Bearings(RBC) | COM | 75524B104 | $35.5K | 549,113 | 0.0% |
| Nektar(NKTREUR) | COM | 640268108 | $35.1K | 2,082,155 | 0.0% |
| Cynosure | COM | 232577205 | $34.3K | 767,992 | 0.0% |
| Imax Corp(IMAX) | COM | 45245E109 | $34.2K | 961,983 | 0.0% |
| Infoblox | COM | 45672H104 | $33.4K | 1,817,801 | 0.0% |
| Gigamon Inc | COM | 37518B102 | $33.0K | 1,243,322 | 0.0% |
| West Pharma Svcs(WST) | COM | 955306105 | $32.6K | 541,410 | 0.0% |
| John Bean Technologies(JBTM) | COM | 477839104 | $32.4K | 650,557 | 0.0% |
| Ruckus Wireless | COM | 781220108 | $32.2K | 3,002,399 | 0.0% |
| Acceleron Pharma(XLRN) | COM | 00434H108 | $32.0K | 656,391 | 0.0% |
| RED HAT Inc | COM | 756577102 | $31.8K | 384,176 | 0.0% |
| Taser Intl Inc | COM | 87651B104 | $29.3K | 1,694,872 | 0.0% |
| Qiagen NV(QGEN) | COM | N72482107 | $29.1K | 1,051,000 | 0.0% |
| Alkermes(ALKS) | COM | G01767105 | $28.8K | 362,500 | 0.0% |
| Kaman Corp(KAMNUSD) | COM | 483548103 | $28.6K | 700,268 | 0.0% |
| Brooks Automation(AZTA) | COM | 114340102 | $28.2K | 2,642,684 | 0.0% |
| Radware(RDWR) | COM | M81873107 | $26.1K | 1,704,116 | 0.0% |
| Abiomed(ABMDEUR) | COM | 003654100 | $26.1K | 288,983 | 0.0% |
| Stag Industrial(STAG) | COM | 85254J102 | $25.4K | 1,376,162 | 0.0% |
| Pandora | COM | 698354107 | $25.3K | 1,889,791 | 0.0% |
| Buffalo Wild Wings | COM | 119848109 | $24.9K | 156,060 | 0.0% |
| WNS Holdings LTD(WNSN) | COM | 92932M101 | $24.4K | 780,845 | 0.0% |
| Zeltiq | COM | 98933Q108 | $23.8K | 834,383 | 0.0% |
| Albany Int'l(AIN) | COM | 012348108 | $22.6K | 618,010 | 0.0% |
| Opus Bank | COM | 684000102 | $22.5K | 609,870 | 0.0% |
| Tennant Co(TNC) | COM | 880345103 | $22.5K | 399,087 | 0.0% |
| Mellanox Technologies | COM | M51363113 | $22.3K | 528,608 | 0.0% |
| Constant Contact | COM | 210313102 | $21.8K | 745,043 | 0.0% |
| Teradyne(TER) | COM | 880770102 | $21.6K | 1,043,379 | 0.0% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $21.4K | 441,230 | 0.0% |