Q4 2017 Holdings
Filed 2018-02-12 | 229 holdings | $97.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axon Enterprise(AXON) | COM | 05464C101 | $20.0M | 753,398 | 20.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $12.3M | 751,659 | 12.5% |
| BIO RAD Labs(BIO) | COM | 090572207 | $12.0M | 50,350 | 12.3% |
| Bright Horizons(BFAM) | COM | 109194100 | $10.3M | 109,562 | 10.5% |
| BOX Inc(BOX) | COM | 10316T104 | $10.1M | 477,081 | 10.3% |
| Angio Dynamics(ANGO) | COM | 03475V101 | $6.5M | 390,720 | 6.6% |
| Conmed Corp(CNMD) | COM | 207410101 | $5.4M | 105,996 | 5.5% |
| Argenx SE ADR(ARGX) | COM | 04016X101 | $5.3M | 83,418 | 5.4% |
| Ceva(CEVA) | COM | 157210105 | $5.2M | 113,491 | 5.4% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $4.6M | 183,094 | 4.7% |
| CytomX Therapeutics(CTMX) | COM | 23284F105 | $1.9M | 91,144 | 2.0% |
| Cadence Design(CDNS) | COM | 127387108 | $1.3M | 31,180 | 1.3% |
| Appian Corp Class A(APPN) | COM | 03782L101 | $1.1M | 34,875 | 1.1% |
| Alibaba Group Hldg LTD Sponsor(BABA) | COM | 01609W102 | $437.0K | 2,532 | 0.4% |
| Danone Sponsored ADR(DANOY) | COM | 23636T100 | $246.0K | 14,681 | 0.3% |
| Costar Corp(CSGP) | COM | 22160N109 | $38.0K | 127,900 | 0.0% |
| Kornit Digital(KRNT) | COM | M6372Q113 | $36.3K | 2,248,455 | 0.0% |
| 2U Inc | COM | 90214J101 | $36.0K | 558,786 | 0.0% |
| Liveperson(LPSNUSD) | COM | 538146101 | $32.8K | 2,848,833 | 0.0% |
| Sodastream International | COM | M9068E105 | $30.9K | 439,709 | 0.0% |
| Echo Global Logistics(ECHO1EUR) | COM | 27875T101 | $27.3K | 976,563 | 0.0% |
| Teledoc(TDOC) | COM | 87918A105 | $22.2K | 637,718 | 0.0% |
| Strayer Education | COM | 863236105 | $20.1K | 224,466 | 0.0% |
| Ultimate Software Group | COM | 90385D107 | $19.0K | 87,017 | 0.0% |
| Evolent Health(EVH) | COM | 30050B101 | $18.5K | 1,504,196 | 0.0% |
| Imax Corp(IMAX) | COM | 45245E109 | $17.6K | 760,512 | 0.0% |
| Virtusa Corp | COM | 92827P102 | $16.8K | 381,312 | 0.0% |
| Titan Machinery(TITN) | COM | 88830R101 | $16.4K | 776,557 | 0.0% |
| Chuy's Holdings Inc.(CHUYUSD) | COM | 171604101 | $16.4K | 585,404 | 0.0% |
| Acxiom | COM | 005125109 | $16.4K | 593,498 | 0.0% |
| OSI Systems(OSIS) | COM | 671044105 | $16.3K | 253,521 | 0.0% |
| Mimecast Limited | COM | G14838109 | $16.2K | 564,334 | 0.0% |
| Abiomed(ABMDEUR) | COM | 003654100 | $15.8K | 84,562 | 0.0% |
| Grand Canyon Education(LOPE) | COM | 38526M106 | $14.7K | 164,652 | 0.0% |
| Inner Workings Inc | COM | 45773Y105 | $14.1K | 1,401,610 | 0.0% |
| Ebix(EBIXEUR) | COM | 278715206 | $13.2K | 167,136 | 0.0% |
| Triton International lTD U | COM | G9078F107 | $13.2K | 351,589 | 0.0% |
| Hubspot(HUBS) | COM | 443573100 | $12.8K | 145,303 | 0.0% |
| Ensign Group(ENSG) | COM | 29358P101 | $12.7K | 571,214 | 0.0% |
| Paycom Software(PAYC) | COM | 70432V102 | $12.4K | 154,604 | 0.0% |
| Kaman Corp(KAMNUSD) | COM | 483548103 | $12.1K | 206,107 | 0.0% |
| Brooks Automation(AZTA) | COM | 114340102 | $12.1K | 506,689 | 0.0% |
| Amber Road(AMBRUSD) | COM | 02318Y108 | $11.6K | 1,581,679 | 0.0% |
| Douglas Dynamics(PLOW) | COM | 25960R105 | $11.5K | 304,699 | 0.0% |
| Lending Tree(TREE) | COM | 52603B107 | $11.1K | 32,688 | 0.0% |
| RBC Bearings(RBC) | COM | 75524B104 | $11.0K | 87,263 | 0.0% |
| Exact Sciences(EXAS) | COM | 30063P105 | $10.9K | 208,070 | 0.0% |
| Rush Enterprises(RUSHA) | COM | 781846209 | $10.8K | 211,684 | 0.0% |
| Invacare | COM | 461203101 | $10.8K | 638,088 | 0.0% |
| Carbonite Inc(CARBUSD) | COM | 141337105 | $10.2K | 406,797 | 0.0% |