Q2 2018 Holdings
Filed 2018-07-19 | 540 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hubspot Inc(HUBS) | Common | 443573100 | $33.3K | 265,410 | 0.0% |
| Servicemaster Global Holdings | Common | 81761R109 | $34.0K | 571,563 | 0.0% |
| Charter Communications Inc(CHTR) | Common | 16119P108 | $34.0K | 115 | 0.0% |
| Repligen Corp(RGEN) | Common | 759916109 | $34.8K | 740,574 | 0.0% |
| Healthequity Inc(HQY) | Common | 42226A107 | $35.1K | 466,893 | 0.0% |
| SUN Hydraulics Corp | Common | 866942105 | $35.8K | 742,056 | 0.0% |
| Tyler Technologies(TYL) | Common | 902252105 | $35.9K | 161,802 | 0.0% |
| GTT Communications Inc | Common | 362393100 | $35.9K | 798,636 | 0.0% |
| Planet Fitness Inc Class A(PLNT) | Common | 72703H101 | $37.3K | 848,093 | 0.0% |
| Independent Bank Group Inc(IBTXUSD) | Common | 45384B106 | $37.9K | 567,835 | 0.0% |
| Blackbaud Inc(BLKB) | Common | 09227Q100 | $38.1K | 371,972 | 0.0% |
| Zayo Group Holdings Inc | Common | 98919V105 | $38.1K | 1,045,300 | 0.0% |
| Take-Two Interactive Software(TTWO) | Common | 874054109 | $38.6K | 326,393 | 0.0% |
| Tactile Systems Technology Inc(TCMD) | Common | 87357P100 | $38.9K | 748,638 | 0.0% |
| Portola Pharmaceuticals Inc | Common | 737010108 | $39.1K | 1,036,073 | 0.0% |
| Vocera Communications Inc | Common | 92857F107 | $39.8K | 1,331,169 | 0.0% |
| Bristol Myers Squibb Co(BMY) | Common | 110122108 | $39.9K | 720,270 | 0.0% |
| Flir Systems Inc(FLIR) | Common | 302445101 | $41.0K | 789,528 | 0.0% |
| Palo Alto Networks Inc(PANW) | Common | 697435105 | $42.8K | 208,505 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | Common | 875372203 | $43.4K | 1,970,184 | 0.0% |
| Trade Desk Inc Class A(TTD) | Common | 88339J105 | $43.9K | 467,528 | 0.0% |
| Orasure Technologies Inc(OSUR) | Common | 68554V108 | $44.4K | 2,695,239 | 0.0% |
| GW Pharmaceuticals ADR | Common | 36197T103 | $44.9K | 321,688 | 0.0% |
| Apptio Inc | Common | 03835C108 | $47.1K | 1,301,204 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | Common | 883556102 | $48.1K | 232,170 | 0.0% |
| United Rentals Inc(URI) | Common | 911363109 | $48.5K | 328,827 | 0.0% |
| Neogen Corp(NEOG) | Common | 640491106 | $48.9K | 610,210 | 0.0% |
| Electronics Arts Inc(EA) | Common | 285512109 | $50.4K | 357,195 | 0.0% |
| Avalara Inc(AVLRUSD) | Common | 05338G106 | $52.0K | 975,147 | 0.0% |
| Globant SA(GLOB) | Common | L44385109 | $52.1K | 916,820 | 0.0% |
| Ebix Inc(EBIXEUR) | Common | 278715206 | $53.5K | 701,088 | 0.0% |
| Guidewire Software Inc(GWRE) | Common | 40171V100 | $53.6K | 603,206 | 0.0% |
| Cognex Corp.(CGNX) | Common | 192422103 | $53.8K | 1,205,974 | 0.0% |
| Automatic Data Processing Inc.(ADP) | Common | 053015103 | $53.9K | 401,960 | 0.0% |
| Realpage Inc(RP) | Common | 75606N109 | $55.5K | 1,006,800 | 0.0% |
| Proofpoint Inc(PFPT) | Common | 743424103 | $57.6K | 499,196 | 0.0% |
| Inogen Inc(INGN) | Common | 45780L104 | $58.0K | 311,349 | 0.0% |
| Paylocity Holding Corp(PCTY) | Common | 70438V106 | $59.8K | 1,016,460 | 0.0% |
| Dexcom Inc.(DXCM) | Common | 252131107 | $60.5K | 637,030 | 0.0% |
| Ollies Bargain Outlet Holdings(OLLI) | Common | 681116109 | $60.8K | 838,382 | 0.0% |
| Microchip Technology Inc.(MCHP) | Common | 595017104 | $64.5K | 709,655 | 0.0% |
| Booking Holdings Inc(BKNG) | Common | 09857L108 | $64.6K | 31,880 | 0.0% |
| Micron Technology Inc.(MU) | Common | 595112103 | $65.8K | 1,255,560 | 0.0% |
| Heico Corp(HEI) | Common | 422806109 | $66.7K | 914,019 | 0.0% |
| Aptiv PLC(APTV) | Common | G6095L109 | $69.2K | 755,675 | 0.0% |
| Marvell Technology Group LTD(MRVL) | Common | G5876H105 | $73.0K | 3,407,090 | 0.0% |
| Epam Systems Inc(EPAM) | Common | 29414B104 | $73.2K | 588,620 | 0.0% |
| Bio-Techne Corp(TECH) | Common | 09073M104 | $73.8K | 498,960 | 0.0% |
| Stamps.com Inc(STMP) | Common | 852857200 | $73.9K | 292,106 | 0.0% |
| J P Morgan Chase & Co.(JPM) | Common | 46625H100 | $74.2K | 712,106 | 0.0% |