Q2 2018 Holdings
Filed 2018-08-13 | 153 holdings | $137.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $5.2M | 15,145 | 3.8% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $5.4M | 227,785 | 3.9% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $5.7M | 27,571 | 4.2% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $22.0M | 74,988 | 15.9% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $34.3M | 318,281 | 24.9% |
| Blue Bird Corp(BLBD) | COM | 095306106 | $58.3M | 2,610,493 | 42.3% |