Q2 2015 Holdings
Filed 2015-07-30 | 313 holdings | $645.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $180.6M | 1,506,238 | 28.0% |
| Acadia Healthcare Co Inc COM(ACHC) | COM | 00404A109 | $148.1M | 1,890,786 | 22.9% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $109.9M | 1,573,904 | 17.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $85.7M | 626,500 | 13.3% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $46.2M | 415,460 | 7.2% |
| Boot Barn Holdings Inc COM(BOOT) | COM | 099406100 | $26.5M | 829,508 | 4.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $13.0M | 311,184 | 2.0% |
| Alibaba Group Holding LTD Sponsored ADR(BABA) | COM | 01609W102 | $9.8M | 119,565 | 1.5% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $8.5M | 1,289,636 | 1.3% |
| Applied Optoelectronics Inc COM(AAOI) | COM | 03823U102 | $7.9M | 457,084 | 1.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $836.0K | 47,243 | 0.1% |
| AO World PLC ORD Gbp0.0025 | COM | 000000000 | $709.4K | 83,389,747 | 0.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $557.0K | 8,888 | 0.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $429.0K | 1,062 | 0.1% |
| Netflix COM Inc(NFLX) | COM | 64110L106 | $400.9K | 610,216 | 0.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $296.2K | 682,410 | 0.0% |
| Criteo S A Sponsored ADS(CRTO) | COM | 226718104 | $281.0K | 5,901 | 0.0% |
| Facebook Inc CL A(META) | COM | 30303M102 | $231.1K | 2,694,300 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $195.9K | 2,770,646 | 0.0% |
| Tesla Motors Inc(TSLA) | COM | 88160R101 | $187.0K | 696,970 | 0.0% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $151.7K | 1,740,622 | 0.0% |
| Under Armour Inc CL A(UAA) | COM | 904311107 | $151.5K | 1,816,148 | 0.0% |
| Jd.com Inc Sponsored ADR Repstg COM CL A(JD) | COM | 47215P106 | $125.9K | 3,692,062 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $125.7K | 3,470,743 | 0.0% |
| Foundation Medicine Inc COM | COM | 350465100 | $125.7K | 3,714,199 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $125.3K | 2,017,542 | 0.0% |
| Linkedin Corporation COM CL A | COM | 53578A108 | $123.6K | 597,979 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $122.3K | 560,116 | 0.0% |
| Hubspot Inc COM(HUBS) | COM | 443573100 | $119.1K | 2,401,310 | 0.0% |
| Incyte Corporation Formerly Incyte Genomics Inc(INCY) | COM | 45337C102 | $117.2K | 1,125,048 | 0.0% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $113.9K | 3,336,657 | 0.0% |
| Epam Systems Inc(EPAM) | COM | 29414B104 | $110.5K | 1,551,458 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $107.3K | 1,643,270 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $106.1K | 3,568,870 | 0.0% |
| Masonite International Corporation NPV(DOOREUR) | COM | 575385109 | $105.2K | 1,500,342 | 0.0% |
| Solarcity Corporation Common Stock | COM | 83416T100 | $83.4K | 1,556,877 | 0.0% |
| LDR Holding Corporation | COM | 50185U105 | $80.1K | 1,851,828 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $77.4K | 967,920 | 0.0% |
| Homeaway Inc COM | COM | 43739Q100 | $75.8K | 2,435,750 | 0.0% |
| Grubhub Inc COM | COM | 400110102 | $75.4K | 2,214,082 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $73.6K | 1,155,603 | 0.0% |
| Demandware Inc(DWREEUR) | COM | 24802Y105 | $71.4K | 1,005,116 | 0.0% |
| Hdfc BK LTD ADR Repstg 3 SHS(HDB) | COM | 40415F101 | $71.2K | 1,176,473 | 0.0% |
| Icici Bank LTD Sponsored ADR(IBN) | COM | 45104G104 | $67.9K | 6,517,561 | 0.0% |
| Sage Therapeutics Inc COM(SG7) | COM | 78667J108 | $67.8K | 929,297 | 0.0% |
| Cray Inc(CRAY) | COM | 225223304 | $67.4K | 2,284,790 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $67.0K | 819,705 | 0.0% |
| Zillow Group Inc CL A(ZG) | COM | 98954M101 | $66.2K | 762,710 | 0.0% |
| Fiesta Restaurant Group Inc | COM | 31660B101 | $61.1K | 1,222,095 | 0.0% |
| Tableau Software Inc CL A(DATA) | COM | 87336U105 | $60.3K | 522,667 | 0.0% |