Q3 2018 Holdings
Filed 2018-11-13 | 421 holdings | $945.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AMN Healthcare SVS(AMN) | COM | 001744101 | $5.8M | 106,477 | 0.6% |
| Biomarin Pharmaceutical Inc.(BMRN) | COM | 09061G101 | $9.8M | 100,975 | 1.0% |
| Cracker Barrel Old(CBRL) | COM | 22410J106 | $15.0M | 102,213 | 1.6% |
| Crown Castle Intl Corp(CCI) | COM | 22822V101 | $15.1M | 135,903 | 1.6% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $21.6M | 444,284 | 2.3% |
| Bloom Energy Corp(BE) | COM | 093712107 | $21.7M | 637,592 | 2.3% |
| Axogen Inc(AXGN) | COM | 05463X106 | $23.4M | 635,364 | 2.5% |
| Darden Restaurants, Inc.(DRI) | COM | 237194105 | $27.2M | 244,675 | 2.9% |
| Alarm.com Holdings Inc(ALRM) | COM | 011642105 | $37.2M | 648,459 | 3.9% |
| Camping World Holdings Inc(CWH) | COM | 13462K109 | $37.3M | 1,750,676 | 3.9% |
| Bright Horizons Family Solut(BFAM) | COM | 109194100 | $39.3M | 333,339 | 4.2% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $44.8M | 3,048,889 | 4.7% |
| Autozone Inc(AZO) | COM | 053332102 | $45.5M | 58,671 | 4.8% |
| Autodesk Inc(ADSK) | COM | 052769106 | $64.9M | 415,856 | 6.9% |
| DXC Technology Company(DXC) | COM | 23355L106 | $71.2M | 761,800 | 7.5% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $95.3M | 1,216,688 | 10.1% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $113.4M | 696,181 | 12.0% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $115.8M | 3,748,600 | 12.2% |
| Align Technology I(ALGN) | COM | 016255101 | $121.1M | 309,664 | 12.8% |