Q3 2017 Holdings
Filed 2017-11-14 | 507 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Parsley Energy Inc | Common | 701877102 | $7.4K | 279,467 | 0.0% |
| Cintas Corp.(CTAS) | Common | 172908105 | $7.6K | 52,970 | 0.0% |
| H&E Equipment Services Inc(HEESEUR) | Common | 404030108 | $8.1K | 277,423 | 0.0% |
| Thor Industries Inc.(THO) | Common | 885160101 | $8.3K | 65,555 | 0.0% |
| Pros Holdings Inc(PRO) | Common | 74346Y103 | $8.3K | 345,502 | 0.0% |
| Idexx Laboratories Corp.(IDXX) | Common | 45168D104 | $8.6K | 55,548 | 0.0% |
| Mohawk Industries Inc.(MHK) | Common | 608190104 | $8.7K | 35,005 | 0.0% |
| Masonite International Corp(DOOREUR) | Common | 575385109 | $8.7K | 125,364 | 0.0% |
| Meridian Bioscience(MR4) | Common | 589584101 | $8.9K | 619,293 | 0.0% |
| Cyrusone Inc(CONE1EUR) | Common | 23283R100 | $8.9K | 151,069 | 0.0% |
| Virtus Investment Partners(VRTS) | Common | 92828Q109 | $8.9K | 76,761 | 0.0% |
| Live Nation Entertainment Inc(LYV) | Common | 538034109 | $9.0K | 205,913 | 0.0% |
| Hexcel Corp(HXL) | Common | 428291108 | $9.0K | 157,121 | 0.0% |
| Ansys Inc(AKX) | Common | 03662Q105 | $9.1K | 73,954 | 0.0% |
| Trimble Inc(TRMB) | Common | 896239100 | $9.3K | 237,156 | 0.0% |
| Bluebird BIO Inc | Common | 09609G100 | $9.4K | 68,709 | 0.0% |
| Gopro Inc CL A(GPRO) | Common | 38268T103 | $9.5K | 862,383 | 0.0% |
| LAM Research Corp.(LRCXEUR) | Common | 512807108 | $9.6K | 51,965 | 0.0% |
| Heska Corp(HSKAEUR) | Common | 42805E306 | $9.6K | 109,276 | 0.0% |
| Johnson & Johnson(JNJ) | Common | 478160104 | $10.0K | 77,181 | 0.0% |
| NIC Inc | Common | 62914B100 | $10.8K | 629,069 | 0.0% |
| Wingstop Inc(WING) | Common | 974155103 | $11.0K | 329,567 | 0.0% |
| Shake Shack Inc Class A(SHAK) | Common | 819047101 | $11.0K | 332,381 | 0.0% |
| 2U Inc | Common | 90214J101 | $11.6K | 206,218 | 0.0% |
| Manhattan Associates Inc(MANH) | Common | 562750109 | $11.9K | 285,139 | 0.0% |
| SPS Commerce Inc(SPSC) | Common | 78463M107 | $11.9K | 209,828 | 0.0% |
| Fortune Brands Home & Security(FBIN) | Common | 34964C106 | $12.5K | 185,572 | 0.0% |
| Cardiovascular Systems Inc(CSIIEUR) | Common | 141619106 | $12.5K | 443,434 | 0.0% |
| Diplomat Pharmacy Inc(DPLOEUR) | Common | 25456K101 | $12.5K | 603,212 | 0.0% |
| Proto Labs Inc(PRLB) | Common | 743713109 | $12.6K | 156,581 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | Common | 015351109 | $12.6K | 90,097 | 0.0% |
| Marriott International Inc New(MAR) | Common | 571903202 | $12.8K | 116,134 | 0.0% |
| Netscout Systems Inc(NTCT) | Common | 64115T104 | $12.8K | 397,020 | 0.0% |
| ELF Beauty Inc(ELF) | Common | 26856L103 | $13.0K | 574,974 | 0.0% |
| Wynn Resorts LTD(WYNN) | Common | 983134107 | $13.5K | 90,336 | 0.0% |
| Tesla Inc(TSLA) | Common | 88160R101 | $13.7K | 40,158 | 0.0% |
| Independent Bank Group Inc(IBTXUSD) | Common | 45384B106 | $13.8K | 229,286 | 0.0% |
| Extended Stay America Inc Unit | Common | 30224P200 | $13.9K | 697,236 | 0.0% |
| Ellie MAE Inc | Common | 28849P100 | $14.1K | 171,217 | 0.0% |
| US Physical Therapy Inc(USPH) | Common | 90337L108 | $14.4K | 234,313 | 0.0% |
| Encana Corporation | Common | 292505104 | $14.6K | 1,243,249 | 0.0% |
| Lumentum Holdings Inc(LITE) | Common | 55024U109 | $14.7K | 270,427 | 0.0% |
| Ma-Com Technology Solutions HO(MTSI) | Common | 55405Y100 | $14.9K | 334,871 | 0.0% |
| Globant SA(GLOB) | Common | L44385109 | $15.3K | 381,364 | 0.0% |
| Performance Food Group Co.(PFGC) | Common | 71377A103 | $15.4K | 546,070 | 0.0% |
| Abaxis Inc | Common | 002567105 | $16.3K | 364,539 | 0.0% |
| Skyworks Solutions Inc(SWKS) | Common | 83088M102 | $16.6K | 162,878 | 0.0% |
| PTC Inc(PTC) | Common | 69370C100 | $16.7K | 296,126 | 0.0% |
| Roper Technologies Inc(ROP) | Common | 776696106 | $16.7K | 68,645 | 0.0% |
| SBA Communications Corp(SBAC) | Common | 78410G104 | $17.1K | 118,677 | 0.0% |