Q4 2018 Holdings
Filed 2019-02-06 | 148 holdings | $213.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $10.8K | 51,009 | 0.0% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $11.0K | 222,538 | 0.0% |
| Semtech Corp(SMTC) | COM | 816850101 | $12.9K | 281,946 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $13.5K | 162,470 | 0.0% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $14.2K | 235,744 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $14.5K | 110,343 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $15.2K | 50,665 | 0.0% |
| Teradyne Inc(TER) | COM | 880770102 | $15.3K | 487,761 | 0.0% |
| GLU Mobile Inc(GLUU) | COM | 379890106 | $16.2K | 2,013,559 | 0.0% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $16.9K | 277,794 | 0.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $17.5K | 151,863 | 0.0% |
| Inter Parfums Inc(IPAR) | COM | 458334109 | $17.5K | 267,448 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $17.8K | 221,586 | 0.0% |
| Q2 Hldgs Inc(QTWO) | COM | 74736L109 | $18.4K | 371,081 | 0.0% |
| Jacobs Engr Group Inc del(JECUSD) | COM | 469814107 | $18.4K | 315,440 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $18.9K | 1,328,402 | 0.0% |
| Strategic ED Inc(STRA) | COM | 86272C103 | $19.2K | 169,607 | 0.0% |
| Transunion(TRU) | COM | 89400J107 | $19.2K | 338,677 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $19.7K | 140,939 | 0.0% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $19.8K | 1,233,144 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $21.6K | 598,830 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $21.7K | 235,725 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $21.8K | 189,225 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $22.2K | 249,080 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $22.4K | 309,775 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $22.5K | 1,126,608 | 0.0% |
| Urban Outfitters Inc(URBN) | COM | 917047102 | $22.8K | 686,564 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $23.1K | 365,798 | 0.0% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $23.6K | 311,577 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $24.1K | 512,473 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $24.5K | 342,465 | 0.0% |
| Haemonetics Corp(HAE) | COM | 405024100 | $24.7K | 247,320 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $24.9K | 438,130 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $25.3K | 928,133 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $25.8K | 324,787 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $26.1K | 140,756 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $26.3K | 423,807 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $27.1K | 248,691 | 0.0% |
| Worldpay Inc(WP) | CL A | 981558109 | $27.2K | 355,307 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $27.8K | 890,847 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $28.3K | 427,710 | 0.0% |
| Irobot Corp(IRBTQ) | COM | 462726100 | $28.4K | 338,629 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $29.3K | 670,835 | 0.0% |
| Cree Inc | COM | 225447101 | $29.9K | 698,980 | 0.0% |
| Dolby Laboratories Inc(DLB) | COM | 25659T107 | $30.3K | 490,077 | 0.0% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $30.5K | 357,610 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $30.7K | 195,185 | 0.0% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $31.9K | 734,000 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $32.1K | 277,017 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $32.2K | 848,842 | 0.0% |