Q2 2018 Holdings
Filed 2018-08-15 | 207 holdings | $141.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axon Enterprise(AXON) | COM | 05464C101 | $32.3M | 511,038 | 22.8% |
| Conmed Corp(CNMD) | COM | 207410101 | $19.5M | 266,262 | 13.8% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $13.8M | 306,799 | 9.7% |
| Chart Industries(GTLS) | COM | 16115Q308 | $13.3M | 215,881 | 9.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $10.8M | 389,484 | 7.6% |
| Angio Dynamics(ANGO) | COM | 03475V101 | $10.4M | 468,099 | 7.4% |
| Argenx SE ADR(ARGX) | COM | 04016X101 | $7.9M | 95,419 | 5.6% |
| BOX Inc(BOX) | COM | 10316T104 | $5.8M | 233,955 | 4.1% |
| Casella Waste Systems(CWST) | COM | 147448104 | $5.2M | 202,549 | 3.7% |
| Ceva(CEVA) | COM | 157210105 | $4.6M | 152,385 | 3.3% |
| Cytomx Therapeutics(CTMX) | COM | 23284F105 | $3.7M | 162,504 | 2.6% |
| Cryoport(CYRX) | COM | 229050307 | $3.2M | 203,343 | 2.3% |
| Collegium Pharmaceutical(COLL) | COM | 19459J104 | $3.0M | 127,460 | 2.1% |
| Autolus(AUTL) | COM | 05280R100 | $2.6M | 97,415 | 1.8% |
| Cadence Design(CDNS) | COM | 127387108 | $1.4M | 32,614 | 1.0% |
| Biolife Solutions(BLFS) | COM | 09062W204 | $1.4M | 119,274 | 1.0% |
| Akamai(AKAM) | COM | 00971T101 | $1.1M | 14,505 | 0.8% |
| Liveperson(LPSNUSD) | COM | 538146101 | $57.6K | 2,730,649 | 0.0% |
| Costar Corp(CSGP) | COM | 22160N109 | $51.9K | 125,743 | 0.0% |
| Sodastream International | COM | M9068E105 | $50.1K | 586,844 | 0.0% |
| Kornit Digital(KRNT) | COM | M6372Q113 | $42.8K | 2,405,932 | 0.0% |
| Weight Watchers | COM | 948626106 | $35.5K | 350,961 | 0.0% |
| Teladoc(TDOC) | COM | 87918A105 | $33.2K | 572,229 | 0.0% |
| 2U Inc | COM | 90214J101 | $30.4K | 364,389 | 0.0% |
| Strategic Education(STRA) | COM | 86272C103 | $30.1K | 266,342 | 0.0% |
| Brooks Automation(AZTA) | COM | 114340102 | $29.0K | 887,764 | 0.0% |
| OSI Systems(OSIS) | COM | 671044105 | $27.4K | 354,561 | 0.0% |
| SPS Commerce(SPSC) | COM | 78463M107 | $26.7K | 363,241 | 0.0% |
| Globant SA(GLOB) | COM | L44385109 | $24.8K | 437,078 | 0.0% |
| Exact Sciences(EXAS) | COM | 30063P105 | $24.8K | 415,137 | 0.0% |
| Ensign Group(ENSG) | COM | 29358P101 | $24.4K | 680,426 | 0.0% |
| Paycom Software(PAYC) | COM | 70432V102 | $23.9K | 241,968 | 0.0% |
| Virtusa Corp | COM | 92827P102 | $21.9K | 450,386 | 0.0% |
| Carbonite Inc(CARBUSD) | COM | 141337105 | $21.4K | 611,739 | 0.0% |
| Mimecast Limited | COM | G14838109 | $21.0K | 509,246 | 0.0% |
| Medicines Co | COM | 584688105 | $20.3K | 553,848 | 0.0% |
| Limelight Networks | COM | 53261M104 | $19.5K | 4,359,817 | 0.0% |
| Echo Global Logistics(ECHO1EUR) | COM | 27875T101 | $17.7K | 604,613 | 0.0% |
| Rush Enterprises(RUSHA) | COM | 781846209 | $16.7K | 384,746 | 0.0% |
| Grand Canyon Education(LOPE) | COM | 38526M106 | $16.0K | 143,638 | 0.0% |
| Okta Inc(OKTA) | COM | 679295105 | $16.0K | 316,959 | 0.0% |
| Neogenomics(NEO) | COM | 64049M209 | $15.9K | 1,213,014 | 0.0% |
| Evolent Health(EVH) | COM | 30050B101 | $15.2K | 723,867 | 0.0% |
| Power Integrations(POWI) | COM | 739276103 | $15.1K | 207,088 | 0.0% |
| Douglas Dynamics(PLOW) | COM | 25960R105 | $15.0K | 313,409 | 0.0% |
| Paylocity Holdings Corp(PCTY) | COM | 70438V106 | $14.9K | 253,521 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $14.3K | 230,261 | 0.0% |
| Chuy's Holdings Inc.(CHUYUSD) | COM | 171604101 | $13.9K | 452,446 | 0.0% |
| Trade Desk Inc Class A(TTD) | COM | 88339J105 | $13.8K | 146,622 | 0.0% |
| Techtarget Inc(EFT) | COM | 87874R100 | $13.3K | 469,270 | 0.0% |