Q1 2018 Holdings
Filed 2018-05-15 | 109 holdings | $9.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $3.4M | 163,360 | 36.6% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $1.9M | 33,665 | 20.7% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $1.5M | 87,095 | 16.7% |
| Axogen Inc(AXGN) | COM | 05463X106 | $1.5M | 41,450 | 16.4% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $678.0K | 5,090 | 7.4% |
| Insulet Corp(PODD) | COM | 45784P101 | $5.5K | 63,460 | 0.1% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $4.2K | 65,230 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $4.0K | 55,360 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $4.0K | 66,230 | 0.0% |
| Inogen Inc(INGN) | COM | 45780L104 | $3.8K | 30,604 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $3.7K | 60,685 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $3.7K | 77,374 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $3.7K | 32,183 | 0.0% |
| Quidel Corp | COM | 74838J101 | $3.6K | 70,140 | 0.0% |
| Proto Labs Inc(PRLB) | COM | 743713109 | $3.4K | 29,145 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $3.4K | 31,423 | 0.0% |
| 2U Inc | COM | 90214J101 | $3.4K | 40,132 | 0.0% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $3.3K | 30,670 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $3.3K | 44,277 | 0.0% |
| Summit Matls Inc(7SU) | CL A | 86614U100 | $3.3K | 107,557 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $3.2K | 27,308 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $3.1K | 82,699 | 0.0% |
| Ameris Bancorp(ABCB) | COM | 03076K108 | $3.0K | 56,030 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $2.9K | 61,755 | 0.0% |
| Novanta Inc(NOVT) | COM | 67000B104 | $2.8K | 54,484 | 0.0% |
| Kinsale Cap Group Inc(KNSL) | COM | 49714P108 | $2.8K | 55,297 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $2.7K | 23,580 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $2.7K | 23,883 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $2.7K | 56,380 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $2.6K | 30,370 | 0.0% |
| GTT Communications Inc | COM | 362393100 | $2.6K | 46,130 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $2.5K | 30,524 | 0.0% |
| Realpage Inc(RP) | COM | 75606N109 | $2.5K | 47,870 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $2.5K | 39,120 | 0.0% |
| MKS Instrument Inc(MKSI) | COM | 55306N104 | $2.4K | 21,107 | 0.0% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $2.4K | 61,075 | 0.0% |
| Teladoc Inc(TDOC) | COM | 87918A105 | $2.4K | 58,893 | 0.0% |
| BJS Restaurants Inc(BJRI) | COM | 09180C106 | $2.4K | 52,515 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $2.3K | 31,520 | 0.0% |
| Titan Machy Inc(TITN) | COM | 88830R101 | $2.3K | 99,100 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $2.3K | 24,860 | 0.0% |
| Intersect ENT Inc | COM | 46071F103 | $2.3K | 57,380 | 0.0% |
| Conns Inc(CN4) | COM | 208242107 | $2.2K | 66,150 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $2.2K | 13,335 | 0.0% |
| Knight Swift Transn Hldgs in(KNX) | CL A | 499049104 | $2.2K | 47,340 | 0.0% |
| Freshpet Inc(FRPT) | COM | 358039105 | $2.0K | 124,100 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $2.0K | 40,365 | 0.0% |
| Malibu Boats Inc(MBUU) | COM CL A | 56117J100 | $2.0K | 58,880 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $1.9K | 64,595 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $1.9K | 41,445 | 0.0% |