Q1 2018 Holdings
Filed 2018-04-24 | 212 holdings | $5.3M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-05-04) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $883.0K | 7,031 | 16.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $747.0K | 4,063 | 14.1% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $706.0K | 5,928 | 13.3% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $578.0K | 5,799 | 10.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $486.0K | 5,137 | 9.2% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $372.0K | 6,296 | 7.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $368.0K | 1,703 | 6.9% |
| Autonation Inc(AN) | COM | 05329W102 | $366.0K | 7,825 | 6.9% |
| Clean Harbors Inc(CLH) | COM | 184496107 | $283.0K | 5,791 | 5.3% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $274.0K | 7,441 | 5.2% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $162.0K | 10,617 | 3.1% |
| Cheetah Mobile Inc | ADR | 163075104 | $2.0K | 151,461 | 0.0% |
| Tarena Intl Inc | ADR | 876108101 | $2.0K | 173,784 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $1.8K | 14,914 | 0.0% |
| Sina Corp | ORD | G81477104 | $1.5K | 14,017 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $1.3K | 16,574 | 0.0% |
| Hollysys Automation Technolo | SHS | G45667105 | $1.2K | 50,451 | 0.0% |
| Changyou COM LTD | ADS REP CL A | 15911M107 | $1.2K | 44,105 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $1.2K | 14,121 | 0.0% |
| Seaspan Corp | SHS | Y75638109 | $1.0K | 152,422 | 0.0% |
| Momo Inc | ADR | 60879B107 | $954 | 25,530 | 0.0% |
| China Lodging Group LTD | SPONSORED ADR | 16949N109 | $892 | 6,771 | 0.0% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $851 | 41,472 | 0.0% |
| Travelport Worldwide LTD | SHS | G9019D104 | $725 | 44,375 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $642 | 5,992 | 0.0% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $637 | 8,599 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $637 | 16,135 | 0.0% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $632 | 40,177 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $622 | 3,972 | 0.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $618 | 5,879 | 0.0% |
| Cintas Corp(CTAS) | COM | 172908105 | $615 | 3,606 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $610 | 8,478 | 0.0% |
| Cosan LTD(CSAN) | SHS A | G25343107 | $594 | 57,152 | 0.0% |
| Trinet Group Inc(TNET) | COM | 896288107 | $586 | 12,657 | 0.0% |
| Global Cord Blood CorporatioA | SHS | G39342103 | $582 | 57,071 | 0.0% |
| Kirby Corp(KEX) | COM | 497266106 | $545 | 7,081 | 0.0% |
| ICU MED Inc(ICUI) | COM | 44930G107 | $535 | 2,118 | 0.0% |
| Herc Hldgs Inc(HRI) | COM | 42704L104 | $524 | 8,065 | 0.0% |
| Cimpress N V(CMPR) | SHS EURO | N20146101 | $517 | 3,343 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $476 | 9,343 | 0.0% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $475 | 30,518 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $474 | 6,404 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $469 | 4,062 | 0.0% |
| Gatx Corp(GATX) | COM | 361448103 | $468 | 6,827 | 0.0% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $467 | 10,971 | 0.0% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $462 | 7,205 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $448 | 3,946 | 0.0% |
| Rayonier Inc(RYN) | COM | 754907103 | $433 | 12,315 | 0.0% |
| Blackbaud Inc(BLKB) | COM | 09227Q100 | $430 | 4,225 | 0.0% |
| General Dynamics Corp(GD) | COM | 369550108 | $430 | 1,948 | 0.0% |