Q4 2018 Holdings
Filed 2019-02-13 | 193 holdings | $132.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Argenx SE ADR(ARGX) | COM | 04016X101 | $17.5M | 182,040 | 13.2% |
| Axon Enterprise(AXON) | COM | 05464C101 | $16.8M | 384,077 | 12.7% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $16.5M | 471,162 | 12.5% |
| Chegg Inc(CHGG) | COM | 163092109 | $14.5M | 510,900 | 11.0% |
| Conmed Corp(CNMD) | COM | 207410101 | $14.5M | 226,042 | 11.0% |
| Chart Industries(GTLS) | COM | 16115Q308 | $14.0M | 216,018 | 10.6% |
| Angio Dynamics(ANGO) | COM | 03475V101 | $9.6M | 478,687 | 7.3% |
| Casella Waste Systems(CWST) | COM | 147448104 | $8.1M | 282,698 | 6.1% |
| Ceva(CEVA) | COM | 157210105 | $4.0M | 179,868 | 3.0% |
| Collegium Pharmaceutical(COLL) | COM | 19459J104 | $3.2M | 184,633 | 2.4% |
| Autolus(AUTL) | COM | 05280R100 | $3.2M | 96,450 | 2.4% |
| Cytomx Therapeutics(CTMX) | COM | 23284F105 | $2.5M | 163,547 | 1.9% |
| Cytosorbents Corporation(CTSO) | COM | 23283X206 | $2.2M | 278,170 | 1.7% |
| Biolife Solutions(BLFS) | COM | 09062W204 | $1.6M | 132,621 | 1.2% |
| Cryoport(CYRX) | COM | 229050307 | $1.3M | 120,414 | 1.0% |
| Akamai(AKAM) | COM | 00971T101 | $1.1M | 18,309 | 0.8% |
| Axogen Inc(AXGN) | COM | 05463X106 | $471.0K | 23,050 | 0.4% |
| Costar Corp(CSGP) | COM | 22160N109 | $49.7K | 147,385 | 0.0% |
| Liveperson(LPSNUSD) | COM | 538146101 | $44.1K | 2,340,880 | 0.0% |
| Paycom Software(PAYC) | COM | 70432V102 | $38.2K | 312,318 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $36.5K | 767,401 | 0.0% |
| Strategic Education(STRA) | COM | 86272C103 | $33.8K | 297,767 | 0.0% |
| Kornit Digital(KRNT) | COM | M6372Q113 | $32.6K | 1,742,227 | 0.0% |
| Brooks Automation(AZTA) | COM | 114340102 | $31.0K | 1,182,878 | 0.0% |
| Virtusa Corp | COM | 92827P102 | $29.5K | 692,803 | 0.0% |
| Paylocity Holdings Corp(PCTY) | COM | 70438V106 | $28.5K | 472,749 | 0.0% |
| OSI Systems(OSIS) | COM | 671044105 | $27.0K | 367,673 | 0.0% |
| Exact Sciences(EXAS) | COM | 30063P105 | $24.6K | 389,140 | 0.0% |
| Mimecast Limited | COM | G14838109 | $23.4K | 694,716 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $23.3K | 370,493 | 0.0% |
| Weight Watchers | COM | 948626106 | $23.2K | 602,508 | 0.0% |
| Carbonite Inc(CARBUSD) | COM | 141337105 | $23.0K | 910,639 | 0.0% |
| SPS Commerce(SPSC) | COM | 78463M107 | $21.8K | 264,643 | 0.0% |
| 2U Inc | COM | 90214J101 | $21.0K | 422,119 | 0.0% |
| Globant SA(GLOB) | COM | L44385109 | $18.8K | 334,237 | 0.0% |
| Evolent Health(EVH) | COM | 30050B101 | $17.8K | 894,212 | 0.0% |
| Cornerstone Ondemand(CSOD) | COM | 21925Y103 | $17.8K | 352,566 | 0.0% |
| Limelight Networks | COM | 53261M104 | $17.6K | 7,527,555 | 0.0% |
| Ensign Group(ENSG) | COM | 29358P101 | $17.3K | 446,067 | 0.0% |
| Grand Canyon Education(LOPE) | COM | 38526M106 | $16.0K | 166,622 | 0.0% |
| Knight-Swift Trans(KNX) | COM | 499049104 | $15.2K | 608,061 | 0.0% |
| Luxfer Holdings PLC(LXFR) | COM | G5698W116 | $15.1K | 857,206 | 0.0% |
| Neogenomics(NEO) | COM | 64049M209 | $15.0K | 1,190,698 | 0.0% |
| Rush Enterprises(RUSHA) | COM | 781846209 | $14.9K | 433,421 | 0.0% |
| Teladoc(TDOC) | COM | 87918A105 | $14.5K | 293,315 | 0.0% |
| Repligen(RGEN) | COM | 759916109 | $14.0K | 265,802 | 0.0% |
| RBC Bearings(RBC) | COM | 75524B104 | $13.0K | 99,076 | 0.0% |
| Douglas Dynamics(PLOW) | COM | 25960R105 | $12.1K | 336,415 | 0.0% |
| Q2 Holdings(QTWO) | COM | 74736L109 | $12.0K | 242,157 | 0.0% |
| Ringcentral(RNG) | COM | 76680R206 | $11.5K | 139,005 | 0.0% |