Q2 2019 Holdings
Filed 2019-08-05 | 98 holdings | $22.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caredx Inc(CDNA) | COM | 14167L103 | $3.9M | 107,135 | 17.5% |
| ACI Worldwide Inc(ACIW) | COM | 004498101 | $3.3M | 96,800 | 15.1% |
| Casella Waste SYS Inc(CWST) | CL A | 147448104 | $3.2M | 81,160 | 14.6% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $2.9M | 81,970 | 13.3% |
| Chegg Inc(CHGG) | COM | 163092109 | $2.6M | 67,565 | 11.8% |
| Chart Inds Inc(GTLS) | COM PAR $0.01 | 16115Q308 | $2.2M | 28,865 | 10.1% |
| Bright Horizons FAM SOL in D(BFAM) | COM | 109194100 | $1.4M | 9,050 | 6.2% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.1M | 41,860 | 5.1% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $597.0K | 17,050 | 2.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $508.0K | 16,725 | 2.3% |
| Wingstop Inc(WING) | COM | 974155103 | $8.4K | 88,540 | 0.0% |
| EVO Pmts Inc(EVOP1EUR) | CL A COM | 26927E104 | $7.8K | 248,060 | 0.0% |
| Repligen Corp(RGEN) | COM | 759916109 | $7.7K | 89,040 | 0.0% |
| FOX Factory Hldg Corp(FOXF) | COM | 35138V102 | $7.2K | 87,595 | 0.0% |
| Lendingtree Inc New(TREE) | COM | 52603B107 | $6.9K | 16,490 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $6.7K | 92,524 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $6.6K | 130,825 | 0.0% |
| Kinsale Cap Group Inc(KNSL) | COM | 49714P108 | $6.4K | 69,722 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $6.3K | 98,325 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $5.9K | 48,775 | 0.0% |
| Freshpet Inc(FRPT) | COM | 358039105 | $5.9K | 129,315 | 0.0% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $5.8K | 53,575 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $5.8K | 112,010 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $5.8K | 34,555 | 0.0% |
| Natera Inc(NTRA) | COM | 632307104 | $5.7K | 207,305 | 0.0% |
| Kemper Corp del(KMPR) | COM | 488401100 | $5.6K | 64,855 | 0.0% |
| Topbuild Corp(BLD) | COM | 89055F103 | $5.5K | 66,715 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $5.5K | 43,230 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $5.3K | 60,597 | 0.0% |
| Pacira Biosciences(PCRX) | COM | 695127100 | $5.2K | 118,620 | 0.0% |
| Mercury SYS Inc(MRCY) | COM | 589378108 | $5.0K | 70,690 | 0.0% |
| Horizon Therapeutics PUB LTD | SHS | G46188101 | $5.0K | 206,470 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $4.8K | 38,920 | 0.0% |
| Trinet Group Inc(TNET) | COM | 896288107 | $4.7K | 68,985 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $4.6K | 60,390 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $4.6K | 27,113 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $4.4K | 36,740 | 0.0% |
| Woodward Inc(WWD) | COM | 980745103 | $4.3K | 38,295 | 0.0% |
| Strategic ED Inc(STRA) | COM | 86272C103 | $4.3K | 24,230 | 0.0% |
| Q2 Hldgs Inc(QTWO) | COM | 74736L109 | $4.3K | 56,303 | 0.0% |
| Meritor Inc(MTOR) | COM | 59001K100 | $4.2K | 175,060 | 0.0% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $4.2K | 58,815 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $4.0K | 17,735 | 0.0% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $3.9K | 21,975 | 0.0% |
| Veracyte Inc(VCYT) | COM | 92337F107 | $3.7K | 129,990 | 0.0% |
| Kornit Digital LTD(KRNT) | SHS | M6372Q113 | $3.5K | 109,790 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $3.4K | 55,080 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $3.3K | 38,920 | 0.0% |
| Revolve Group Inc(RVLV) | CL A | 76156B107 | $3.3K | 94,850 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $3.3K | 20,120 | 0.0% |