Q4 2017 Holdings
Filed 2018-02-13 | 974 holdings | $248.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $19.6M | 1,347,743 | 7.9% |
| Cirrus Logic Inc(CRUS) | COM | 172755100 | $19.3M | 372,381 | 7.8% |
| Arrow Electrs Inc(ARW) | COM | 042735100 | $18.3M | 227,500 | 7.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $17.5M | 78,611 | 7.0% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $16.7M | 136,276 | 6.7% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $16.3M | 777,765 | 6.5% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $12.1M | 229,674 | 4.8% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $12.1M | 288,148 | 4.8% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $11.6M | 62,394 | 4.7% |
| Cummins Inc(CMI) | COM | 231021106 | $10.8M | 61,020 | 4.3% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $10.2M | 236,272 | 4.1% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $7.6M | 33,218 | 3.1% |
| Conduent Inc(CNDT) | COM | 206787103 | $6.2M | 382,605 | 2.5% |
| Crocs Inc(CROX) | COM | 227046109 | $5.4M | 428,519 | 2.2% |
| Aerovironment Inc(AVAV) | COM | 008073108 | $5.1M | 91,062 | 2.1% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $4.2M | 43,999 | 1.7% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $4.0M | 73,310 | 1.6% |
| Accuray Inc(ARAY) | COM | 004397105 | $3.6M | 845,542 | 1.5% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $3.2M | 193,046 | 1.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $3.1M | 9,774 | 1.3% |
| Armstrong Flooring Inc(AFIIQ) | COM | 04238R106 | $3.0M | 176,154 | 1.2% |
| Curtiss Wright Corp(CW) | COM | 231561101 | $2.5M | 20,158 | 1.0% |
| Cullen Frost Bankers Inc(CFR) | COM | 229899109 | $2.4M | 25,200 | 1.0% |
| BOX Inc(BOX) | CL A | 10316T104 | $2.2M | 105,310 | 0.9% |
| American Homes 4 Rent(AMH) | CL A | 02665T306 | $2.2M | 100,800 | 0.9% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $2.0M | 191,474 | 0.8% |
| Calix Inc(CALX) | COM | 13100M509 | $1.7M | 291,648 | 0.7% |
| Ceva Inc(CEVA) | COM | 157210105 | $1.7M | 36,761 | 0.7% |
| Bancorp Inc del(TBBK) | COM | 05969A105 | $1.6M | 165,200 | 0.7% |
| Daktronics Inc(DAKT) | COM | 234264109 | $1.4M | 155,977 | 0.6% |
| Clearwater Paper Corp(CLW) | COM | 18538R103 | $1.4M | 30,475 | 0.6% |
| CNX Resources Corporation(CNX) | COM | 12653C108 | $1.2M | 81,800 | 0.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $1.0M | 99,200 | 0.4% |
| Amtech SYS Inc(ASYS) | COM PAR $0.01N | 032332504 | $1.0M | 101,133 | 0.4% |
| Corcept Therapeutics Inc(CORT) | COM | 218352102 | $891.0K | 49,310 | 0.4% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $886.0K | 15,500 | 0.4% |
| Autodesk Inc(ADSK) | COM | 052769106 | $736.0K | 7,020 | 0.3% |
| Advansix Inc(ASIX) | COM | 00773T101 | $703.0K | 16,710 | 0.3% |
| American Public Education in(APEI) | COM | 02913V103 | $701.0K | 28,000 | 0.3% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $678.0K | 14,470 | 0.3% |
| Cytomx Therapeutics Inc(CTMX) | COM | 23284F105 | $669.0K | 31,701 | 0.3% |
| DHI Group Inc(DHX) | COM | 23331S100 | $654.0K | 344,203 | 0.3% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $549.0K | 83,214 | 0.2% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $541.0K | 36,410 | 0.2% |
| Callaway Golf Co(CALY) | COM | 131193104 | $500.0K | 35,863 | 0.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $466.0K | 18,810 | 0.2% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $437.0K | 7,760 | 0.2% |
| American Superconductor Corp(AMSC) | SHS NEW | 030111207 | $427.0K | 117,522 | 0.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $397.0K | 4,450 | 0.2% |
| Acacia Resh Corp(ACTG) | ACACIA TCH COM | 003881307 | $352.0K | 86,800 | 0.1% |