Q2 2018 Holdings
Filed 2018-08-07 | 619 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Ingredients Inc(DAR) | COM | 237266101 | $26.7M | 1,342,012 | 1.9% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $28.2M | 2,824,403 | 2.0% |
| Alarm.com Holdings Inc(ALRM) | COM | 011642105 | $30.0M | 742,932 | 2.1% |
| Camping World Holdings Inc(CWH) | COM | 13462K109 | $36.7M | 1,468,105 | 2.6% |
| Axogen Inc(AXGN) | COM | 05463X106 | $45.5M | 906,339 | 3.2% |
| Canada Goose Holdings Inc(GOOS) | COM | 135086106 | $51.0M | 866,428 | 3.6% |
| DXC Technology Co(DXC) | COM | 23355L106 | $58.9M | 730,220 | 4.2% |
| Bright Horizons Family Solut(BFAM) | COM | 109194100 | $62.9M | 613,456 | 4.4% |
| Autodesk Inc(ADSK) | COM | 052769106 | $64.9M | 495,107 | 4.6% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $66.3M | 302,848 | 4.7% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $77.8M | 4,254,284 | 5.5% |
| Crown Castle Intl Corp(CCI) | REIT | 22822V101 | $101.2M | 938,590 | 7.2% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $101.5M | 6,769,440 | 7.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $103.7M | 302,989 | 7.3% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $107.6M | 1,745,131 | 7.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $145.0M | 963,089 | 10.2% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $184.6M | 4,289,084 | 13.0% |