Q3 2018 Holdings
Filed 2018-10-15 | 286 holdings | $263.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bruker Corporation(BRKR) | COM | 116794108 | $6.5K | 192,856 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $6.7K | 59,871 | 0.0% |
| Carbonite Inc(CARBUSD) | COM | 141337105 | $6.9K | 192,389 | 0.0% |
| J2 Global, Inc.(ZD) | COM | 48123V102 | $6.9K | 83,722 | 0.0% |
| Robert Half Intl(RHI) | COM | 770323103 | $7.3K | 103,625 | 0.0% |
| Healthequity Inc(HQY) | COM | 42226A107 | $7.5K | 79,202 | 0.0% |
| Monro Inc(MNRO) | COM | 610236101 | $7.6K | 109,714 | 0.0% |
| Skyworks Solutions, Inc.(SWKS) | COM | 83088M102 | $7.7K | 85,293 | 0.0% |
| II-VI Incorporated | COM | 902104108 | $7.8K | 164,196 | 0.0% |
| The Trade Desk Inc(TTD) | COM | 88339J105 | $8.3K | 54,899 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $8.4K | 76,642 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $8.9K | 3,593 | 0.0% |
| Semtech Corporation(SMTC) | COM | 816850101 | $8.9K | 159,983 | 0.0% |
| Polaris Industries(PII) | COM | 731068102 | $9.1K | 89,660 | 0.0% |
| Biotelemetry Inc(BEATEUR) | COM | 090672106 | $9.5K | 146,768 | 0.0% |
| The Chemours Company LLC(CC) | COM | 163851108 | $9.6K | 243,127 | 0.0% |
| US Physical Therap(USPH) | COM | 90337L108 | $9.7K | 81,404 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $9.7K | 82,513 | 0.0% |
| Technipfmc PLC(FTI) | COM | G87110105 | $9.9K | 315,456 | 0.0% |
| Veeva Systems Inc(VEEV) | COM | 922475108 | $9.9K | 91,378 | 0.0% |
| Teledyne Technologies Inc(TDY) | COM | 879360105 | $10.3K | 41,651 | 0.0% |
| ICU Medical Inc(ICUI) | COM | 44930G107 | $10.3K | 36,554 | 0.0% |
| Ameriprise Financial, Inc.(AMP) | COM | 03076C106 | $10.5K | 71,152 | 0.0% |
| Proto Labs Inc(PRLB) | COM | 743713109 | $10.6K | 65,301 | 0.0% |
| Xilinx Inc.(XLNXEUR) | COM | 983919101 | $10.8K | 134,188 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $11.0K | 152,672 | 0.0% |
| Proofpoint, Inc.(PFPT) | COM | 743424103 | $11.7K | 109,965 | 0.0% |
| Old Dominion Fght(ODFL) | COM | 679580100 | $12.9K | 80,108 | 0.0% |
| Marathon Petroleum Company(MPC) | COM | 56585A102 | $13.0K | 162,599 | 0.0% |
| Pure Storage Inc(PSTG) | COM | 74624M102 | $13.2K | 507,902 | 0.0% |
| Devon Energy Corporation(DVN) | COM | 25179M103 | $13.4K | 334,570 | 0.0% |
| Humana Inc.(HUM) | COM | 444859102 | $13.6K | 40,204 | 0.0% |
| Hollyfrontier Corporation(HFCUSD) | COM | 436106108 | $13.6K | 195,004 | 0.0% |
| Arch Capital Group Ltd.(ACGL) | COM | G0450A105 | $13.7K | 459,508 | 0.0% |
| Live Nation Entertainment, Inc.(LYV) | COM | 538034109 | $13.9K | 255,590 | 0.0% |
| Match Group, Inc.(MTCHEUR) | COM | 57665R106 | $14.8K | 255,379 | 0.0% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $15.1K | 383,043 | 0.0% |
| Vulcan Materials Company(VMC) | COM | 929160109 | $15.2K | 136,476 | 0.0% |
| Brunswick Corporation(BC) | COM | 117043109 | $15.2K | 226,755 | 0.0% |
| Evergy Inc(EVRG) | COM | 30034W106 | $15.3K | 277,712 | 0.0% |
| Tenneco Inc. | COM | 880349105 | $15.7K | 372,556 | 0.0% |
| Amerco(UHAL) | COM | 023586100 | $16.0K | 44,782 | 0.0% |
| Incyte Corporation.(INCY) | COM | 45337C102 | $16.1K | 233,139 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $16.2K | 44,073 | 0.0% |
| BHP Billiton Limited(BHP) | ADR | 088606108 | $16.2K | 324,645 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $16.6K | 174,803 | 0.0% |
| Enbridge Inc(ENB) | COM | 29250N105 | $16.7K | 517,092 | 0.0% |
| Fiserv Inc.(FISV) | COM | 337738108 | $16.9K | 204,772 | 0.0% |
| Agco Corporation(AGCO) | COM | 001084102 | $17.0K | 280,144 | 0.0% |
| Ralph Lauren Corporation(RL) | COM | 751212101 | $17.0K | 123,899 | 0.0% |