Q1 2019 Holdings
Filed 2019-05-03 | 102 holdings | $21.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conmed Corp(CNMD) | COM | 207410101 | $5.2M | 62,579 | 24.5% |
| Avanos MED Inc(AVNS) | COM | 05350V106 | $3.9M | 91,206 | 18.4% |
| BOX Inc(BOX) | CL A | 10316T104 | $3.4M | 175,721 | 16.0% |
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $3.0M | 64,523 | 14.3% |
| Bandwidth Inc(BAND) | COM CL A | 05988J103 | $1.9M | 28,367 | 9.0% |
| Caredx Inc(CDNA) | COM | 14167L103 | $1.6M | 51,317 | 7.6% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.6M | 60,009 | 7.6% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $219.0K | 7,978 | 1.0% |
| Interxion Holding N.v | SHS | N47279109 | $10.2K | 152,305 | 0.0% |
| Rexford Indl Rlty Inc(REXR) | COM | 76169C100 | $9.8K | 272,351 | 0.0% |
| Chesapeake Utils Corp(CPK) | COM | 165303108 | $9.2K | 100,613 | 0.0% |
| Terreno Rlty Corp(TRNO) | COM | 88146M101 | $9.2K | 218,239 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $8.9K | 62,704 | 0.0% |
| Merit MED SYS Inc(MMSI) | COM | 589889104 | $7.7K | 124,802 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $7.5K | 67,366 | 0.0% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $7.3K | 356,839 | 0.0% |
| Cabot Microelectronics Corp(CCMPEUR) | COM | 12709P103 | $7.3K | 64,991 | 0.0% |
| Independent Bank Corp Mass(INDB) | COM | 453836108 | $7.2K | 88,626 | 0.0% |
| Monro Inc(MNRO) | COM | 610236101 | $6.5K | 75,422 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $6.2K | 83,215 | 0.0% |
| Albany Intl Corp(AIN) | CL A | 012348108 | $6.1K | 84,979 | 0.0% |
| Madden Steven LTD(SHOO) | COM | 556269108 | $6.0K | 178,033 | 0.0% |
| Inter Parfums Inc(IPAR) | COM | 458334109 | $5.7K | 74,527 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $5.7K | 60,892 | 0.0% |
| Calavo Growers Inc(CVGW) | COM | 128246105 | $5.4K | 63,931 | 0.0% |
| Triumph Bancorp Inc(TFIN) | COM | 89679E300 | $5.2K | 177,946 | 0.0% |
| Unifirst Corp Mass(UNF) | COM | 904708104 | $5.2K | 33,971 | 0.0% |
| Centerstate BK Corp(CSFLUSD) | COM | 15201P109 | $5.2K | 217,003 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $5.2K | 104,323 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $5.1K | 39,718 | 0.0% |
| Bottomline Tech del Inc(EPAYEUR) | COM | 101388106 | $5.0K | 99,365 | 0.0% |
| Union Bankshares Corp New | COM | 90539J109 | $5.0K | 153,888 | 0.0% |
| Brookline Bancorp Inc del(BB3) | COM | 11373M107 | $5.0K | 344,497 | 0.0% |
| QTS Rlty TR Inc(QTS) | COM CL A | 74736A103 | $4.9K | 108,766 | 0.0% |
| Korn Ferry(KFY) | COM NEW | 500643200 | $4.7K | 105,444 | 0.0% |
| Proto Labs Inc(PRLB) | COM | 743713109 | $4.7K | 44,298 | 0.0% |
| Dorman Products Inc(DORM) | COM | 258278100 | $4.6K | 52,193 | 0.0% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $4.6K | 147,630 | 0.0% |
| Essent Group LTD(ESNT) | COM | G3198U102 | $4.5K | 103,582 | 0.0% |
| Columbia BKG SYS Inc(COLB) | COM | 197236102 | $4.5K | 136,571 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $4.3K | 47,625 | 0.0% |
| Provident Finl Svcs Inc(PFS) | COM | 74386T105 | $4.2K | 162,416 | 0.0% |
| Kennametal Inc(KMT) | COM | 489170100 | $4.2K | 113,674 | 0.0% |
| Kaiser Aluminum Corp(KALU) | COM PAR $0.01 | 483007704 | $4.1K | 39,482 | 0.0% |
| US Ecology Inc | COM | 91732J102 | $4.1K | 73,798 | 0.0% |
| Propetro Hldg Corp(PUMP) | COM | 74347M108 | $4.1K | 182,113 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $4.1K | 24,508 | 0.0% |
| Cactus Inc(WHD) | CL A | 127203107 | $4.0K | 111,157 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $3.9K | 70,269 | 0.0% |
| Forward AIR Corp(FWRDUSD) | COM | 349853101 | $3.9K | 59,644 | 0.0% |