Q1 2018 Holdings
Filed 2018-05-09 | 625 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dollar Tree Inc(DLTR) | COM | 256746108 | $44.4K | 467,929 | 0.0% |
| Sensient Technologies Corp(SXT) | COM | 81725T100 | $44.5K | 631,108 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM | 46120E602 | $44.6K | 107,916 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $44.6K | 1,400,482 | 0.0% |
| Worldpay Inc(WP) | COM | 981558109 | $45.1K | 548,020 | 0.0% |
| Sherwin-Williams Co(SHW) | COM | 824348106 | $46.9K | 119,523 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $47.0K | 542,254 | 0.0% |
| Marketaxess Holdings Inc(MKTX) | COM | 57060D108 | $47.4K | 217,848 | 0.0% |
| Graco Inc(GGG) | COM | 384109104 | $47.5K | 1,038,967 | 0.0% |
| Harris Corp | COM | 413875105 | $47.9K | 296,887 | 0.0% |
| Amphenol Corp(APH) | COM | 032095101 | $47.9K | 555,948 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $48.0K | 1,226,696 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $48.3K | 1,175,928 | 0.0% |
| Ritchie Bros Auctioneers(RBAGBP) | COM | 767744105 | $48.6K | 1,545,816 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $48.7K | 420,873 | 0.0% |
| Great Plains Energy Inc | COM | 391164100 | $49.1K | 1,543,660 | 0.0% |
| Huntsman Corp(HUN) | COM | 447011107 | $49.3K | 1,684,310 | 0.0% |
| Centene Corp(CNC) | COM | 15135B101 | $49.7K | 465,099 | 0.0% |
| Seritage Growth Prop- A REIT(SRG) | REIT | 81752R100 | $49.8K | 1,401,152 | 0.0% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $50.0K | 1,811,789 | 0.0% |
| Brunswick Corp(BC) | COM | 117043109 | $51.1K | 859,780 | 0.0% |
| Western Alliance Bancorp(WAL) | COM | 957638109 | $51.2K | 880,700 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $51.8K | 313,096 | 0.0% |
| Moody's Corp(MCO) | COM | 615369105 | $52.2K | 323,865 | 0.0% |
| Lumentum Holdings Inc(LITE) | COM | 55024U109 | $52.9K | 829,208 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $53.1K | 577,269 | 0.0% |
| West Pharmaceutical Services(WST) | COM | 955306105 | $53.9K | 610,400 | 0.0% |
| Old Dominion Freight Line(ODFL) | COM | 679580100 | $54.4K | 369,993 | 0.0% |
| Marinemax Inc(HZO) | COM | 567908108 | $54.7K | 2,810,829 | 0.0% |
| ILG Inc | COM | 44967H101 | $55.1K | 1,769,679 | 0.0% |
| IHS Markit LTD(IHS) | COM | G47567105 | $55.3K | 1,147,257 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $55.6K | 884,431 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $55.8K | 1,286,018 | 0.0% |
| UMB Financial Corp(UMBF) | COM | 902788108 | $56.5K | 780,420 | 0.0% |
| Flir Systems Inc(FLIR) | COM | 302445101 | $56.8K | 1,136,312 | 0.0% |
| Keysight Technologies in(KEYS) | COM | 49338L103 | $57.0K | 1,088,231 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $57.1K | 246,686 | 0.0% |
| Nutrisystem Inc | COM | 67069D108 | $57.3K | 2,126,710 | 0.0% |
| Imperva Inc | COM | 45321L100 | $57.6K | 1,331,103 | 0.0% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $58.0K | 1,486,567 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $58.7K | 1,124,035 | 0.0% |
| Enstar Group LTD | COM | G3075P101 | $58.8K | 279,899 | 0.0% |
| Square Inc(XYZ) | COM | 852234103 | $58.9K | 1,196,321 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $59.5K | 442,530 | 0.0% |
| Tivity Health Inc | COM | 88870R102 | $60.5K | 1,524,898 | 0.0% |
| Aptiv PLC(APTV) | COM | G6095L109 | $60.6K | 713,521 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $60.9K | 1,064,520 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $62.2K | 360,104 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $65.0K | 274,979 | 0.0% |
| Cotiviti Holdings Inc | COM | 22164K101 | $65.1K | 1,891,634 | 0.0% |