Q2 2017 Holdings
Filed 2017-08-11 | 229 holdings | $59.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bright Horizons(BFAM) | COM | 109194100 | $12.8M | 166,398 | 21.8% |
| Axon Enterprise(AXON) | COM | 05464C101 | $10.4M | 414,566 | 17.7% |
| BIO RAD Labs(BIO) | COM | 090572207 | $8.8M | 39,055 | 15.0% |
| Chegg Inc(CHGG) | COM | 163092109 | $6.7M | 545,240 | 11.4% |
| Ceva(CEVA) | COM | 157210105 | $5.0M | 109,755 | 8.5% |
| Conmed Corp(CNMD) | COM | 207410101 | $4.9M | 96,385 | 8.3% |
| Acadia Healthcare Company(ACHC) | COM | 00404A109 | $3.1M | 61,825 | 5.2% |
| Appian Corp Class A(APPN) | COM | 03782L101 | $2.5M | 137,250 | 4.2% |
| Cadence Design(CDNS) | COM | 127387108 | $1.5M | 45,032 | 2.6% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $1.2M | 90,667 | 2.0% |
| Alibaba Group Hldg LTD Sponsor(BABA) | COM | 01609W102 | $653.0K | 4,636 | 1.1% |
| Danone Sponsored ADR(DANOY) | COM | 23636T100 | $390.0K | 25,991 | 0.7% |
| Costar Corp(CSGP) | COM | 22160N109 | $40.5K | 153,775 | 0.1% |
| 2U Inc | COM | 90214J101 | $31.1K | 662,113 | 0.1% |
| Liveperson(LPSNUSD) | COM | 538146101 | $29.2K | 2,657,705 | 0.0% |
| Kornit Digital(KRNT) | COM | M6372Q113 | $23.7K | 1,223,314 | 0.0% |
| Lending Tree(TREE) | COM | 52603B107 | $22.9K | 132,738 | 0.0% |
| Imax Corp(IMAX) | COM | 45245E109 | $21.7K | 984,326 | 0.0% |
| Sodastream International | COM | M9068E105 | $20.4K | 381,534 | 0.0% |
| Abiomed(ABMDEUR) | COM | 003654100 | $20.1K | 140,386 | 0.0% |
| Strayer Education | COM | 863236105 | $17.7K | 190,000 | 0.0% |
| SPS Commerce(SPSC) | COM | 78463M107 | $17.2K | 270,421 | 0.0% |
| Grand Canyon Education(LOPE) | COM | 38526M106 | $16.7K | 212,759 | 0.0% |
| Mimecast Limited | COM | G14838109 | $15.2K | 566,467 | 0.0% |
| Ultimate Software Group | COM | 90385D107 | $15.1K | 72,098 | 0.0% |
| Virtusa Corp | COM | 92827P102 | $15.1K | 513,475 | 0.0% |
| Impinj(PI) | COM | 453204109 | $14.3K | 292,992 | 0.0% |
| Veeva Systems(VEEV) | COM | 922475108 | $13.7K | 223,860 | 0.0% |
| Exact Sciences(EXAS) | COM | 30063P105 | $13.6K | 384,194 | 0.0% |
| Amber Road(AMBRUSD) | COM | 02318Y108 | $13.4K | 1,561,046 | 0.0% |
| Brooks Automation(AZTA) | COM | 114340102 | $13.3K | 613,529 | 0.0% |
| Affiliated Managers Group(AMG) | COM | 008252108 | $12.8K | 77,050 | 0.0% |
| OSI Systems(OSIS) | COM | 671044105 | $12.5K | 166,398 | 0.0% |
| Inner Workings Inc | COM | 45773Y105 | $12.4K | 1,070,788 | 0.0% |
| Albany Int'l(AIN) | COM | 012348108 | $12.0K | 224,098 | 0.0% |
| Marketaxess Holdings(MKTX) | COM | 57060D108 | $11.5K | 57,425 | 0.0% |
| PDF Solutions(PDFS) | COM | 693282105 | $11.2K | 681,698 | 0.0% |
| Invacare | COM | 461203101 | $10.7K | 813,730 | 0.0% |
| WIX COM(WIX) | COM | M98068105 | $10.7K | 154,065 | 0.0% |
| Mindbody | COM | 60255W105 | $10.7K | 394,245 | 0.0% |
| Spectranetics Corp | COM | 84760C107 | $9.4K | 244,644 | 0.0% |
| Cardiovascular Systems(CSIIEUR) | COM | 141619106 | $9.2K | 286,660 | 0.0% |
| Douglas Dynamics(PLOW) | COM | 25960R105 | $9.2K | 280,211 | 0.0% |
| Neogenomics(NEO) | COM | 64049M209 | $9.1K | 1,011,124 | 0.0% |
| Nektar(NKTREUR) | COM | 640268108 | $9.0K | 459,201 | 0.0% |
| Alkermes(ALKS) | COM | G01767105 | $8.9K | 154,005 | 0.0% |
| Evolent Health(EVH) | COM | 30050B101 | $8.2K | 321,888 | 0.0% |
| Hubspot(HUBS) | COM | 443573100 | $8.1K | 123,380 | 0.0% |
| Paycom Software(PAYC) | COM | 70432V102 | $8.1K | 118,396 | 0.0% |
| Kaman Corp(KAMNUSD) | COM | 483548103 | $8.0K | 160,041 | 0.0% |