Q4 2019 Holdings
Filed 2020-02-13 | 274 holdings | $182.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| U S Concrete Inc(USCR) | COM NEW | 90333L201 | $1.8K | 42,800 | 0.0% |
| Rush Enterprises Inc(RUSHA) | CL A | 781846209 | $1.8K | 38,600 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $1.8K | 21,200 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $1.9K | 12,400 | 0.0% |
| Cantel Medical Corp(CMD) | COM | 138098108 | $1.9K | 26,500 | 0.0% |
| Wingstop Inc(WING) | COM | 974155103 | $1.9K | 21,800 | 0.0% |
| John Bean Technologies Corp(JBTM) | COM | 477839104 | $2.0K | 17,400 | 0.0% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $2.0K | 43,600 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $2.0K | 26,700 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $2.0K | 21,300 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $2.1K | 12,200 | 0.0% |
| Proassurance Corp(PRA) | COM | 74267C106 | $2.1K | 58,600 | 0.0% |
| Walker & Dunlop Inc(WD) | COM | 93148P102 | $2.2K | 33,900 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $2.3K | 15,500 | 0.0% |
| Progress Software Corp(PRGS) | COM | 743312100 | $2.3K | 55,000 | 0.0% |
| Balchem Corp(BCPC) | COM | 057665200 | $2.3K | 22,600 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $2.3K | 41,400 | 0.0% |
| Primerica Inc(PRI) | COM | 74164M108 | $2.4K | 18,200 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $2.4K | 28,800 | 0.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $2.5K | 26,400 | 0.0% |
| Topbuild Corp(BLD) | COM | 89055F103 | $2.5K | 24,400 | 0.0% |
| Globe Life Inc(GL) | COM | 37959E102 | $2.5K | 23,900 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $2.5K | 30,500 | 0.0% |
| Sensient Technologies Corp(SXT) | COM | 81725T100 | $2.8K | 42,400 | 0.0% |
| Equifax Inc(EFX) | COM | 294429105 | $2.9K | 20,500 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $2.9K | 32,000 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $2.9K | 12,700 | 0.0% |
| Enpro Inds Inc(NPO) | COM | 29355X107 | $3.0K | 44,600 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $3.0K | 22,000 | 0.0% |
| EL Paso Elec Co | COM NEW | 283677854 | $3.0K | 44,600 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $3.1K | 68,000 | 0.0% |
| Motorola Solutions Inc(MSI) | COM NEW | 620076307 | $3.1K | 19,100 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $3.1K | 30,200 | 0.0% |
| Tech Data Corp | COM | 878237106 | $3.2K | 22,000 | 0.0% |
| AZZ Inc(AZZ) | COM | 002474104 | $3.2K | 69,500 | 0.0% |
| Workiva Inc(WK) | COM CL A | 98139A105 | $3.2K | 76,400 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $3.2K | 32,000 | 0.0% |
| F M C Corp(FMC) | COM NEW | 302491303 | $3.3K | 32,600 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $3.3K | 49,000 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $3.4K | 41,600 | 0.0% |
| Mercury SYS Inc(MRCY) | COM | 589378108 | $3.5K | 50,300 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $3.5K | 47,200 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $3.5K | 16,000 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $3.6K | 47,900 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $3.6K | 30,600 | 0.0% |
| Science Applicatns Intl CP N(SAIC) | COM | 808625107 | $3.6K | 41,700 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $3.7K | 34,000 | 0.0% |
| L3harris Technologies Inc(LHX) | COM | 502431109 | $3.7K | 18,500 | 0.0% |
| Synnex Corp(SNX) | COM | 87162W100 | $3.7K | 28,500 | 0.0% |
| J2 Global Inc(ZD) | COM | 48123V102 | $3.7K | 39,300 | 0.0% |