Q1 2019 Holdings
Filed 2019-05-13 | 113 holdings | $38.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $7.4M | 81,740 | 19.3% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $5.5M | 199,055 | 14.2% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $3.7M | 103,260 | 9.6% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $3.5M | 117,255 | 9.0% |
| Codexis Inc(CDXS) | COM | 192005106 | $3.2M | 157,765 | 8.4% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $3.2M | 96,110 | 8.2% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $2.9M | 106,535 | 7.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $2.5M | 66,865 | 6.6% |
| Alarm COM Hldgs Inc(ALRM) | COM | 011642105 | $1.9M | 28,870 | 4.9% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $1.8M | 221,565 | 4.7% |
| Caredx Inc(CDNA) | COM | 14167L103 | $1.6M | 52,160 | 4.3% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $628.0K | 4,940 | 1.6% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $436.0K | 2,780 | 1.1% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $7.7K | 112,359 | 0.0% |
| FOX Factory Hldg Corp(FOXF) | COM | 35138V102 | $5.7K | 81,305 | 0.0% |
| Freshpet Inc(FRPT) | COM | 358039105 | $5.6K | 131,945 | 0.0% |
| Merit MED SYS Inc(MMSI) | COM | 589889104 | $5.5K | 89,485 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $4.9K | 199,480 | 0.0% |
| Dine Brands Global Inc(DIN) | COM | 254423106 | $4.8K | 52,980 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $4.6K | 106,100 | 0.0% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $4.6K | 13,170 | 0.0% |
| EVO Pmts Inc(EVOP1EUR) | CL A COM | 26927E104 | $4.6K | 159,100 | 0.0% |
| Strategic ED Inc(STRA) | COM | 86272C103 | $4.6K | 35,125 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $4.6K | 27,463 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $4.5K | 53,192 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $4.5K | 143,530 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $4.5K | 45,285 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $4.3K | 80,540 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $4.2K | 106,905 | 0.0% |
| Horizon Pharma PLC | SHS | G4617B105 | $4.1K | 154,195 | 0.0% |
| Q2 Hldgs Inc(QTWO) | COM | 74736L109 | $4.0K | 58,348 | 0.0% |
| Paylocity Hldg Corp(PCTY) | COM | 70438V106 | $4.0K | 44,595 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $3.7K | 30,290 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $3.7K | 45,635 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $3.5K | 27,404 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $3.5K | 37,540 | 0.0% |
| Repligen Corp(RGEN) | COM | 759916109 | $3.4K | 57,135 | 0.0% |
| Novanta Inc(NOVT) | COM | 67000B104 | $3.3K | 39,070 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $3.2K | 21,995 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $3.2K | 28,510 | 0.0% |
| Fate Therapeutics Inc(FATE) | COM | 31189P102 | $3.1K | 178,790 | 0.0% |
| MKS Instrument Inc(MKSI) | COM | 55306N104 | $3.1K | 32,825 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $3.0K | 47,255 | 0.0% |
| Mercury SYS Inc(MRCY) | COM | 589378108 | $3.0K | 46,425 | 0.0% |
| Kornit Digital LTD(KRNT) | SHS | M6372Q113 | $2.9K | 122,180 | 0.0% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $2.8K | 231,385 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $2.7K | 72,005 | 0.0% |
| Kemper Corp del(KMPR) | COM | 488401100 | $2.7K | 35,800 | 0.0% |
| Upland Software Inc(UPLD) | COM | 91544A109 | $2.7K | 64,310 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $2.7K | 40,320 | 0.0% |