Q1 2018 Holdings
Filed 2018-05-14 | 454 holdings | $327.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Square Inc(XYZ) | COM | 852234103 | $40.7K | 853,686 | 0.0% |
| Microchip Technology Inc(MCHP) | COM | 595017104 | $40.8K | 465,372 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $42.2K | 165,175 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $42.2K | 253,345 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $42.3K | 20,725 | 0.0% |
| Atmos Energy Corporation(ATO) | COM | 049560105 | $42.4K | 503,124 | 0.0% |
| Graco Inc(GGG) | COM | 384109104 | $42.4K | 947,349 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $42.8K | 768,748 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $43.9K | 369,938 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $44.1K | 191,980 | 0.0% |
| Bright Horizons Family Solut(BFAM) | COM | 109194100 | $44.4K | 653,678 | 0.0% |
| Performance Food Group Co(PFGC) | COM | 71377A103 | $44.5K | 148,975 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $44.5K | 456,914 | 0.0% |
| Cotiviti Holdings Inc | COM | 22164K101 | $45.1K | 1,350,818 | 0.0% |
| MGM Resorts International(MGM) | COM | 552953101 | $45.4K | 1,339,375 | 0.0% |
| Littelfuse Inc(LFUS) | COM | 537008104 | $45.6K | 226,749 | 0.0% |
| Tableau Software Inc(DATA) | COM | 87336U105 | $46.6K | 592,916 | 0.0% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $47.5K | 1,286,445 | 0.0% |
| Darden Restaurants, Inc.(DRI) | COM | 237194105 | $47.7K | 56,000 | 0.0% |
| Monster Beverage Corp(MNST) | COM | 61174X109 | $48.8K | 877,711 | 0.0% |
| UMB Financial Corp(UMBF) | COM | 902788108 | $48.9K | 690,838 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $48.9K | 1,261,516 | 0.0% |
| Nutrisystem Inc | COM | 67069D108 | $49.9K | 1,827,262 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $50.0K | 695,904 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $50.3K | 371,547 | 0.0% |
| Casey's General Stores Inc(CASY) | COM | 147528103 | $50.7K | 464,214 | 0.0% |
| SBA Communications Corp(SBAC) | COM | 78410G104 | $50.7K | 300,064 | 0.0% |
| Genesco Inc(GCO) | COM | 371532102 | $51.1K | 1,304,280 | 0.0% |
| Enstar Group LTD | COM | G3075P101 | $51.2K | 244,572 | 0.0% |
| Zoetis Inc(ZTS) | COM | 98978V103 | $52.9K | 651,254 | 0.0% |
| Steven Madden LTD(SHOO) | COM | 556269108 | $53.2K | 1,234,520 | 0.0% |
| Ameriprise Financial Inc(AMP) | COM | 03076C106 | $53.4K | 374,563 | 0.0% |
| Healthequity Inc(HQY) | COM | 42226A107 | $53.5K | 88,325 | 0.0% |
| Idexx Laboratories Inc(IDXX) | COM | 45168D104 | $53.7K | 287,859 | 0.0% |
| Lendingtree Inc(TREE) | COM | 52603B107 | $53.9K | 167,339 | 0.0% |
| Woodward Inc(WWD) | COM | 980745103 | $54.2K | 777,879 | 0.0% |
| Bruker Corporation(BRKR) | COM | 116794108 | $54.2K | 181,200 | 0.0% |
| Texas Capital Bancshares Inc(TCBI) | COM | 88224Q107 | $54.2K | 607,984 | 0.0% |
| Jetblue Airways Corp(JBLU) | COM | 477143101 | $54.3K | 2,751,539 | 0.0% |
| Visteon Corp(VC) | COM | 92839U206 | $56.0K | 516,321 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $56.2K | 406,377 | 0.0% |
| Entegris Inc(ENTG) | COM | 29362U104 | $56.3K | 1,683,299 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $56.4K | 1,013,541 | 0.0% |
| Liberty Interactive Corp Q | COM | 53071M104 | $56.6K | 2,294,086 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $57.5K | 1,481,811 | 0.0% |
| Penn National Gaming Inc(PENN) | COM | 707569109 | $58.4K | 2,322,613 | 0.0% |
| Harris Corp | COM | 413875105 | $58.8K | 366,854 | 0.0% |
| L3 Technologies Inc | COM | 502413107 | $59.0K | 28,350 | 0.0% |
| Take-Two Interactive Softwre(TTWO) | COM | 874054109 | $59.2K | 616,713 | 0.0% |
| Green DOT Corp(GDOT) | COM | 39304D102 | $59.5K | 958,585 | 0.0% |