Q1 2015 Holdings
Filed 2015-05-15 | 175 holdings | $33.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax, Inc(KMX) | COM | 143130102 | $9.0M | 130,099 | 26.6% |
| America's Car-Mart Inc.(CRMT) | COM | 03062T105 | $8.8M | 162,020 | 26.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $7.6M | 141,924 | 22.6% |
| DHX Group Inc.(DHX) | COM | 23331S100 | $7.5M | 841,460 | 22.3% |
| Ultimate Software Group Inc | COM | 90385D107 | $17.4K | 102,531 | 0.1% |
| Cambrex Corp.(CBM) | COM | 132011107 | $16.0K | 404,230 | 0.0% |
| Centene Corporation(CNC) | COM | 15135B101 | $12.8K | 181,432 | 0.0% |
| Depomed Inc. | COM | 249908104 | $12.8K | 572,200 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $12.5K | 89,056 | 0.0% |
| American Woodmark Corp.(AMWD) | COM | 030506109 | $11.8K | 215,820 | 0.0% |
| O Reilly Automotive Inc(ORLY) | COM | 67103H107 | $11.5K | 53,295 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $11.4K | 193,845 | 0.0% |
| Deluxe Corp.(DLX) | COM | 248019101 | $11.0K | 158,224 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $10.9K | 311,380 | 0.0% |
| VCA Inc. | COM | 918194101 | $10.8K | 196,515 | 0.0% |
| Healthsouth Corp. | COM | 421924309 | $10.7K | 241,285 | 0.0% |
| Cerner Corp.(CERNCHF) | COM | 156782104 | $10.6K | 144,874 | 0.0% |
| Boise Cascade Co(BCC) | COM | 09739D100 | $10.6K | 282,725 | 0.0% |
| Vascular Solutions Inc. | COM | 92231M109 | $10.5K | 346,562 | 0.0% |
| SS&C Technologies Holdings(SSNC) | COM | 78467J100 | $10.5K | 168,355 | 0.0% |
| Zumiez Inc(ZUMZ) | COM | 989817101 | $10.4K | 257,390 | 0.0% |
| Manhattan Associates Inc.(MANH) | COM | 562750109 | $10.0K | 198,118 | 0.0% |
| Greatbatch Inc. | COM | 39153L106 | $10.0K | 173,220 | 0.0% |
| Solarwinds Inc. | COM | 83416B109 | $9.8K | 191,475 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $9.8K | 95,400 | 0.0% |
| Western Alliance Bancorp(WAL) | COM | 957638109 | $9.7K | 326,210 | 0.0% |
| Rollins Inc.(ROL) | COM | 775711104 | $9.6K | 388,617 | 0.0% |
| Maretaxess Holdings Inc.(MKTX) | COM | 57060D108 | $9.4K | 113,912 | 0.0% |
| John Bean Technologies Corp.(JBTM) | COM | 477839104 | $9.4K | 264,175 | 0.0% |
| Privatebancorp Inc. | COM | 742962103 | $9.4K | 268,130 | 0.0% |
| Logmein Inc. | COM | 54142L109 | $9.4K | 168,335 | 0.0% |
| Littelfuse Inc.(LFUS) | COM | 537008104 | $9.4K | 94,595 | 0.0% |
| Monolithic Power Systems Inc.(MPWR) | COM | 609839105 | $9.2K | 174,030 | 0.0% |
| Mellanox Technologies LTD | COM | M51363113 | $8.9K | 195,980 | 0.0% |
| Parexel International Corp | COM | 699462107 | $8.8K | 128,090 | 0.0% |
| Schulman (A.) Inc | COM | 808194104 | $8.8K | 181,840 | 0.0% |
| Penn National Gaming, Inc(PENN) | COM | 707569109 | $8.7K | 556,200 | 0.0% |
| Argo Group International | COM | G0464B107 | $8.7K | 173,261 | 0.0% |
| Cavium Inc. | COM | 14964U108 | $8.6K | 120,965 | 0.0% |
| Treehouse Foods Inc.(THS) | COM | 89469A104 | $8.5K | 100,458 | 0.0% |
| BJ's Restaurants, Inc.(BJRI) | COM | 09180C106 | $8.5K | 167,890 | 0.0% |
| Allegiant Travel Co.(ALGT) | COM | 01748X102 | $8.4K | 43,878 | 0.0% |
| Tyler Technologies Inc.(TYL) | COM | 902252105 | $8.4K | 69,977 | 0.0% |
| Factset Resh SYS Inc(FDS) | COM | 303075105 | $8.3K | 51,881 | 0.0% |
| Buffalo Wild Wings Inc. | COM | 119848109 | $8.2K | 45,494 | 0.0% |
| Heartland Payment Systems Inc | COM | 42235N108 | $8.2K | 174,620 | 0.0% |
| Aruba Networks Inc. | COM | 043176106 | $8.1K | 331,850 | 0.0% |
| Aspen Technology(AZPNUSD) | COM | 045327103 | $8.0K | 208,155 | 0.0% |
| Tennant Co.(TNC) | COM | 880345103 | $7.9K | 121,250 | 0.0% |
| Rush Enterprises Inc.(RUSHA) | COM | 781846209 | $7.4K | 271,755 | 0.0% |