Q3 2013 Holdings
Filed 2013-11-15 | 117 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Medidata Solutions Inc. | COM | 58471A105 | $36.4K | 339,991 | 3.1% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $34.6K | 203,141 | 3.0% |
| Ultimate Software Group Inc | COM | 90385D107 | $32.6K | 212,486 | 2.8% |
| Middleby Corp(MIDD) | COM | 596278101 | $30.2K | 139,710 | 2.6% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $26.0K | 630,230 | 2.2% |
| Infoblox Inc. | COM | 45672H104 | $24.8K | 585,966 | 2.1% |
| Tyler Technologies Inc.(TYL) | COM | 902252105 | $24.3K | 263,352 | 2.1% |
| Proto Labs Inc.(PRLB) | COM | 743713109 | $23.6K | 298,515 | 2.0% |
| Centene Corporation(CNC) | COM | 15135B101 | $23.1K | 416,330 | 2.0% |
| Lifelock Inc. | COM | 53224V100 | $22.4K | 1,435,981 | 1.9% |
| Ligand Pharmaceuticals(LGND) | COM | 53220K504 | $20.3K | 444,200 | 1.7% |
| Grand Canyon Education Inc.(LOPE) | COM | 38526M106 | $19.7K | 424,393 | 1.7% |
| Polyone Corporation | COM | 73179P106 | $19.5K | 652,609 | 1.7% |
| MWI Veterinary Supply Inc. | COM | 55402X105 | $19.4K | 123,998 | 1.7% |
| Guidewire Software Inc.(GWRE) | COM | 40171V100 | $18.9K | 410,131 | 1.6% |
| Maretaxess Holdings Inc.(MKTX) | COM | 57060D108 | $18.8K | 287,222 | 1.6% |
| Cogent Communications Group(CCOI) | COM | 19239V302 | $17.9K | 529,093 | 1.5% |
| FEI Company | COM | 30241L109 | $17.7K | 202,473 | 1.5% |
| RPX Corp. | COM | 74972G103 | $17.0K | 1,009,163 | 1.5% |
| Flotek Industries Inc. | COM | 343389102 | $16.8K | 804,748 | 1.4% |
| Hexcel Corp(HXL) | COM | 428291108 | $16.7K | 388,630 | 1.4% |
| US Silica Holdings Inc.(SLCAUSD) | COM | 90346E103 | $16.2K | 495,647 | 1.4% |
| Signature Bank(SBNY) | COM | 82669G104 | $15.9K | 156,835 | 1.4% |
| Tenneco Inc. | COM | 880349105 | $15.9K | 305,044 | 1.4% |
| Financial Engines Inc. | COM | 317485100 | $15.7K | 277,351 | 1.3% |
| Bofi Holding Inc. | COM | 05566U108 | $15.6K | 239,220 | 1.3% |
| Heartland Payment Systems Inc | COM | 42235N108 | $15.4K | 387,025 | 1.3% |
| Chuy's Holdings Inc.(CHUYUSD) | COM | 171604101 | $15.4K | 415,124 | 1.3% |
| Healthstream Inc.(HSTM) | COM | 42222N103 | $15.4K | 483,768 | 1.3% |
| Ciena Corporation(CIEN) | COM | 171779309 | $15.1K | 664,263 | 1.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $14.1K | 248,414 | 1.2% |
| Lithia Motors Inc.(LAD) | COM | 536797103 | $13.9K | 222,808 | 1.2% |
| Dorman Products Inc.(DORM) | COM | 258278100 | $13.7K | 291,661 | 1.2% |
| United Natural Foods Inc.(UNFI) | COM | 911163103 | $13.5K | 197,870 | 1.2% |
| Parexel International Corp | COM | 699462107 | $13.5K | 319,365 | 1.2% |
| Encore Cap Group Inc(ECPG) | COM | 292554102 | $13.4K | 291,375 | 1.1% |
| Gentherm Inc.(THRM) | COM | 37253A103 | $13.3K | 581,614 | 1.1% |
| Manhattan Associates Inc.(MANH) | COM | 562750109 | $12.7K | 120,332 | 1.1% |
| Opentable Inc. | COM | 68372A104 | $12.6K | 167,145 | 1.1% |
| Casey's General Stores Inc.(CASY) | COM | 147528103 | $12.6K | 164,410 | 1.1% |
| Novadaq Technologies Inc. | COM | 66987G102 | $12.5K | 771,296 | 1.1% |
| Papa Johns Intl Inc(PZZA) | COM | 698813102 | $12.5K | 164,399 | 1.1% |
| Chart Industries Inc.(GTLS) | COM | 16115Q308 | $12.3K | 126,999 | 1.1% |
| Wageworks Inc.(WAGE) | COM | 930427109 | $11.8K | 222,700 | 1.0% |
| Dealertrak Holdings Inc | COM | 242309102 | $11.6K | 285,845 | 1.0% |
| Five Below(FIVE) | COM | 33829M101 | $11.3K | 225,500 | 1.0% |
| Buffalo Wild Wings Inc. | COM | 119848109 | $11.3K | 78,709 | 1.0% |
| Tennant Co.(TNC) | COM | 880345103 | $11.2K | 192,300 | 1.0% |
| Team Health Holdings Inc | COM | 87817A107 | $11.1K | 253,504 | 0.9% |
| Cubist Pharmaceuticals Inc. | COM | 229678107 | $10.9K | 175,883 | 0.9% |