Q1 2019 Holdings
Filed 2019-05-10 | 91 holdings | $22.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $6.5M | 170,466 | 28.8% |
| Caredx Inc(CDNA) | COM | 14167L103 | $4.3M | 136,167 | 19.0% |
| Bj's Wholesale(BJ) | COM | 05550J101 | $3.0M | 108,889 | 13.2% |
| Chart Industries, Inc.(GTLS) | COM | 16115Q308 | $2.7M | 29,917 | 12.0% |
| Appfolio(APPF) | COM | 03783C100 | $2.4M | 30,204 | 10.6% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $1.6M | 25,693 | 7.2% |
| Boot Barn Holdings Inc(BOOT) | COM | 099406100 | $1.3M | 43,769 | 5.7% |
| Canada Goose Holdings Inc(GOOS) | COM | 135086106 | $563.0K | 11,722 | 2.5% |
| Ingevity Corp(NGVT) | COM | 45688C107 | $6.2K | 58,991 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM | 875372203 | $5.5K | 85,946 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $5.4K | 103,011 | 0.0% |
| Merit MED SYS Inc COM(MMSI) | COM | 589889104 | $5.4K | 87,508 | 0.0% |
| Planet Fitness Inc(PLNT) | COM | 72703H101 | $5.2K | 75,851 | 0.0% |
| Realpage Inc(RP) | COM | 75606N109 | $4.7K | 77,204 | 0.0% |
| 2U Inc | COM | 90214J101 | $4.6K | 65,041 | 0.0% |
| Strategic Education(STRA) | COM | 86272C103 | $4.6K | 35,086 | 0.0% |
| Array Biopharma(ARRYEUR) | COM | 04269X105 | $4.6K | 187,268 | 0.0% |
| Ringcentral Inc CL A(RNG) | COM | 76680R206 | $4.4K | 40,553 | 0.0% |
| LHC Group(LHCGUSD) | COM | 50187A107 | $4.3K | 38,569 | 0.0% |
| Vericel Corporation(VCEL) | COM | 92346J108 | $4.2K | 238,013 | 0.0% |
| Lendingtree Inc(TREE) | COM | 52603B107 | $4.1K | 11,625 | 0.0% |
| Shotspotter Inc(SSTI) | COM | 82536T107 | $4.1K | 105,746 | 0.0% |
| Workiva Inc(WK) | COM | 98139A105 | $4.0K | 78,395 | 0.0% |
| Mercury Systems Inc(MRCY) | COM | 589378108 | $3.6K | 56,279 | 0.0% |
| Heico Corporation(HEI) | COM | 422806109 | $3.6K | 37,917 | 0.0% |
| WNS Holdings Inc(WNSN) | COM | 92932M101 | $3.5K | 65,684 | 0.0% |
| Grand Canyon ED Inc COM(LOPE) | COM | 38526M106 | $3.2K | 27,954 | 0.0% |
| TPI Composites(TPICQ) | COM | 87266J104 | $3.1K | 107,366 | 0.0% |
| Zscaler(ZS) | COM | 98980G102 | $3.0K | 42,726 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $2.9K | 37,394 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $2.9K | 20,303 | 0.0% |
| Omnicell Inc COM(OMCL) | COM | 68213N109 | $2.8K | 34,105 | 0.0% |
| Wright Medical Group Inc | COM | N96617118 | $2.8K | 87,627 | 0.0% |
| Novanta(NOVT) | COM | 67000B104 | $2.7K | 32,372 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $2.7K | 35,967 | 0.0% |
| Old Dominion Fght Lines Inc Co(ODFL) | COM | 679580100 | $2.7K | 18,662 | 0.0% |
| Veracyte(VCYT) | COM | 92337F107 | $2.7K | 106,965 | 0.0% |
| Simply Good Foods(SMPL) | COM | 82900L102 | $2.6K | 127,229 | 0.0% |
| Amedisys Inc COM(AMED) | COM | 023436108 | $2.6K | 20,817 | 0.0% |
| Twilio Inc(TWLO) | COM | 90138F102 | $2.5K | 19,673 | 0.0% |
| GDS Holdings Limited(GDS) | COM | 36165L108 | $2.5K | 70,711 | 0.0% |
| Playags(AGS) | COM | 72814N104 | $2.4K | 100,172 | 0.0% |
| Funko(FNKO) | COM | 361008105 | $2.4K | 110,346 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $2.4K | 16,234 | 0.0% |
| Trade Desk Inc(TTD) | COM | 88339J105 | $2.3K | 11,698 | 0.0% |
| Tactile Systems Technology Inc(TCMD) | COM | 87357P100 | $2.3K | 43,911 | 0.0% |
| GLU Mobile Inc COM(GLUU) | COM | 379890106 | $2.1K | 195,264 | 0.0% |
| Noodles & Co(NDLSUSD) | COM | 65540B105 | $2.1K | 306,879 | 0.0% |
| Topbuild Corp(BLD) | COM | 89055F103 | $1.9K | 29,788 | 0.0% |
| Cabot Microelectronics Corpora(CCMPEUR) | COM | 12709P103 | $1.8K | 16,113 | 0.0% |