Q1 2019 Holdings
Filed 2019-05-14 | 189 holdings | $159.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axon Enterprise(AXON) | COM | 05464C101 | $28.7M | 527,867 | 18.0% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $21.0M | 422,270 | 13.2% |
| Argenx SE ADR(ARGX) | COM | 04016X101 | $18.2M | 145,386 | 11.4% |
| Chart Industries(GTLS) | COM | 16115Q308 | $17.1M | 189,131 | 10.8% |
| Conmed Corp(CNMD) | COM | 207410101 | $17.1M | 205,565 | 10.7% |
| Chegg Inc(CHGG) | COM | 163092109 | $16.9M | 444,315 | 10.6% |
| Casella Waste Systems(CWST) | COM | 147448104 | $9.3M | 261,109 | 5.8% |
| Angio Dynamics(ANGO) | COM | 03475V101 | $9.1M | 396,140 | 5.7% |
| Ceva(CEVA) | COM | 157210105 | $4.6M | 171,871 | 2.9% |
| Collegium Pharmaceutical(COLL) | COM | 19459J104 | $3.0M | 196,132 | 1.9% |
| Autolus(AUTL) | COM | 05280R100 | $2.8M | 90,043 | 1.8% |
| Cytosorbents Corporation(CTSO) | COM | 23283X206 | $2.5M | 325,652 | 1.5% |
| Biolife Solutions(BLFS) | COM | 09062W204 | $2.3M | 126,524 | 1.4% |
| Akamai(AKAM) | COM | 00971T101 | $1.9M | 25,881 | 1.2% |
| Cytomx Therapeutics(CTMX) | COM | 23284F105 | $1.7M | 156,391 | 1.1% |
| Cryoport(CYRX) | COM | 229050307 | $1.5M | 114,873 | 0.9% |
| Costar Corp(CSGP) | COM | 22160N109 | $75.1K | 161,005 | 0.0% |
| Liveperson(LPSNUSD) | COM | 538146101 | $74.9K | 2,579,701 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $70.1K | 1,043,350 | 0.0% |
| Paycom Software(PAYC) | COM | 70432V102 | $50.2K | 265,301 | 0.0% |
| Kornit Digital(KRNT) | COM | M6372Q113 | $49.5K | 2,079,299 | 0.0% |
| Paylocity Holdings Corp(PCTY) | COM | 70438V106 | $46.8K | 524,593 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $44.6K | 490,556 | 0.0% |
| Virtusa Corp | COM | 92827P102 | $43.1K | 805,906 | 0.0% |
| Mimecast Limited | COM | G14838109 | $36.9K | 779,803 | 0.0% |
| OSI Systems(OSIS) | COM | 671044105 | $35.8K | 408,207 | 0.0% |
| Brooks Automation(AZTA) | COM | 114340102 | $34.9K | 1,188,853 | 0.0% |
| Onespaworld Holdings LTD(OSW) | COM | P73684113 | $32.2K | 2,358,040 | 0.0% |
| 2U Inc | COM | 90214J101 | $29.8K | 420,163 | 0.0% |
| Strategic Education(STRA) | COM | 86272C103 | $29.2K | 222,599 | 0.0% |
| Carbonite Inc(CARBUSD) | COM | 141337105 | $29.0K | 1,169,972 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $28.7K | 460,073 | 0.0% |
| SPS Commerce(SPSC) | COM | 78463M107 | $24.3K | 229,496 | 0.0% |
| Exact Sciences(EXAS) | COM | 30063P105 | $23.7K | 273,944 | 0.0% |
| Trade Desk Inc Class A(TTD) | COM | 88339J105 | $23.3K | 117,786 | 0.0% |
| Globant SA(GLOB) | COM | L44385109 | $22.8K | 320,015 | 0.0% |
| Cornerstone Ondemand(CSOD) | COM | 21925Y103 | $22.1K | 402,871 | 0.0% |
| Neogenomics(NEO) | COM | 64049M209 | $20.3K | 993,904 | 0.0% |
| Healthequity(HQY) | COM | 42226A107 | $19.9K | 268,400 | 0.0% |
| Ensign Group(ENSG) | COM | 29358P101 | $19.5K | 381,478 | 0.0% |
| Luxfer Holdings PLC(LXFR) | COM | G5698W116 | $19.3K | 773,313 | 0.0% |
| Q2 Holdings(QTWO) | COM | 74736L109 | $18.9K | 272,874 | 0.0% |
| RBC Bearings(RBC) | COM | 75524B104 | $18.4K | 145,005 | 0.0% |
| Grand Canyon Education(LOPE) | COM | 38526M106 | $18.4K | 160,923 | 0.0% |
| Teladoc(TDOC) | COM | 87918A105 | $17.2K | 309,488 | 0.0% |
| Cardiovascular Systems(CSIIEUR) | COM | 141619106 | $16.9K | 437,139 | 0.0% |
| Repligen(RGEN) | COM | 759916109 | $16.4K | 277,796 | 0.0% |
| Knight-Swift Trans(KNX) | COM | 499049104 | $16.0K | 488,138 | 0.0% |
| Rush Enterprises(RUSHA) | COM | 781846209 | $15.4K | 367,722 | 0.0% |
| Douglas Dynamics(PLOW) | COM | 25960R105 | $15.3K | 401,422 | 0.0% |