Q1 2018 Holdings
Filed 2018-05-10 | 549 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Fortune Brands Home & Security(FBIN) | Common | 34964C106 | $25.2K | 428,466 | 0.0% |
| Signature Bank(SBNY) | Common | 82669G104 | $25.3K | 178,153 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | Common | 883556102 | $25.5K | 123,530 | 0.0% |
| Globant SA(GLOB) | Common | L44385109 | $25.5K | 494,906 | 0.0% |
| Siteone Landscape Supply Inc(SITE) | Common | 82982L103 | $26.7K | 345,994 | 0.0% |
| Paycom Software Inc(PAYC) | Common | 70432V102 | $27.3K | 254,356 | 0.0% |
| Wingstop Inc(WING) | Common | 974155103 | $27.7K | 585,833 | 0.0% |
| Vocera Communications Inc | Common | 92857F107 | $27.9K | 1,191,143 | 0.0% |
| Orasure Technologies Inc(OSUR) | Common | 68554V108 | $28.0K | 1,655,073 | 0.0% |
| Abaxis Inc | Common | 002567105 | $28.1K | 397,202 | 0.0% |
| Take-Two Interactive Software(TTWO) | Common | 874054109 | $28.6K | 292,075 | 0.0% |
| Hubspot Inc(HUBS) | Common | 443573100 | $28.7K | 264,707 | 0.0% |
| Portola Pharmaceuticals Inc | Common | 737010108 | $29.4K | 898,639 | 0.0% |
| Ultimate Software Group | Common | 90385D107 | $29.4K | 120,713 | 0.0% |
| Inogen Inc(INGN) | Common | 45780L104 | $30.5K | 248,041 | 0.0% |
| Middleby Corp(MIDD) | Common | 596278101 | $31.9K | 257,373 | 0.0% |
| SUN Hydraulics Corp | Common | 866942105 | $32.4K | 605,220 | 0.0% |
| Universal Display Corp(OLED) | Common | 91347P105 | $32.4K | 321,082 | 0.0% |
| Carnival Corp(CCL) | Common | 143658300 | $33.0K | 503,302 | 0.0% |
| Marketaxess Holdings Inc.(MKTX) | Common | 57060D108 | $33.4K | 153,495 | 0.0% |
| Zayo Group Holdings Inc | Common | 98919V105 | $33.9K | 991,263 | 0.0% |
| Cognex Corp.(CGNX) | Common | 192422103 | $33.9K | 651,439 | 0.0% |
| Blackbaud Inc(BLKB) | Common | 09227Q100 | $34.3K | 336,774 | 0.0% |
| Medidata Solutions Inc | Common | 58471A105 | $35.8K | 570,353 | 0.0% |
| Bofi Holding Inc | Common | 05566U108 | $36.6K | 901,797 | 0.0% |
| United Rentals Inc(URI) | Common | 911363109 | $38.4K | 222,574 | 0.0% |
| Fedex Corp.(FDX) | Common | 31428X106 | $38.6K | 160,683 | 0.0% |
| Planet Fitness Inc Class A(PLNT) | Common | 72703H101 | $38.8K | 1,025,979 | 0.0% |
| Independent Bank Group Inc(IBTXUSD) | Common | 45384B106 | $39.2K | 553,810 | 0.0% |
| Tyler Technologies(TYL) | Common | 902252105 | $40.2K | 190,628 | 0.0% |
| Neogen Corp(NEOG) | Common | 640491106 | $40.4K | 603,525 | 0.0% |
| Aetna Inc New | Common | 00817Y108 | $41.3K | 244,428 | 0.0% |
| Guidewire Software Inc(GWRE) | Common | 40171V100 | $41.6K | 514,563 | 0.0% |
| Vmware Inc Class A(VMWEUR) | Common | 928563402 | $43.3K | 356,823 | 0.0% |
| Ollies Bargain Outlet Holdings(OLLI) | Common | 681116109 | $43.6K | 723,483 | 0.0% |
| Ebix Inc(EBIXEUR) | Common | 278715206 | $45.2K | 607,210 | 0.0% |
| Cantel Medical Corp(CMD) | Common | 138098108 | $45.3K | 406,246 | 0.0% |
| GTT Communications Inc | Common | 362393100 | $47.6K | 839,376 | 0.0% |
| Epam Systems Inc(EPAM) | Common | 29414B104 | $48.7K | 425,514 | 0.0% |
| Proofpoint Inc(PFPT) | Common | 743424103 | $49.8K | 438,515 | 0.0% |
| Wayfair Inc CL A(W) | Common | 94419L101 | $49.9K | 738,765 | 0.0% |
| BlackRock Inc.(BLKCHF) | Common | 09247X101 | $50.0K | 92,336 | 0.0% |
| Booking Holdings Inc(BKNG) | Common | 09857L108 | $50.4K | 24,214 | 0.0% |
| Palo Alto Networks Inc(PANW) | Common | 697435105 | $50.8K | 279,610 | 0.0% |
| Paylocity Holding Corp(PCTY) | Common | 70438V106 | $52.0K | 1,015,327 | 0.0% |
| Wisdomtree Investments Inc(WT) | Common | 97717P104 | $53.2K | 5,799,870 | 0.0% |
| Progressive Corp OH(PGR) | Common | 743315103 | $53.5K | 877,600 | 0.0% |
| Wageworks Inc(WAGE) | Common | 930427109 | $54.4K | 1,204,093 | 0.0% |
| Caterpillar Inc.(CAT) | Common | 149123101 | $55.2K | 374,227 | 0.0% |
| Quidel Corp | Common | 74838J101 | $55.8K | 1,077,051 | 0.0% |