Q4 2017 Holdings
Filed 2018-02-12 | 499 holdings | $509.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Artisan Partners A(APAM) | CLASS A | 04316A108 | $180.6M | 4,571,674 | 35.5% |
| Chefs Warehouse HO(CHEF) | COMMON | 163086101 | $92.3M | 4,503,456 | 18.1% |
| Anika Therapeutics(ANIK) | COMMON | 035255108 | $89.9M | 1,667,210 | 17.7% |
| Alibaba Group Hldg(BABA) | SPONSORED ADS | 01609W102 | $76.3M | 442,556 | 15.0% |
| Crown Castle Intl(CCI) | COMMON | 22822V101 | $24.4M | 220,062 | 4.8% |
| Biomarin Pharmac Inc(BMRN) | COMMON | 09061G101 | $18.3M | 204,976 | 3.6% |
| Cisco Systems Inc(CSCO) | COMMON | 17275R102 | $7.7M | 199,997 | 1.5% |
| American Homes 4 R(AMH) | COM USD0.01 | 02665T306 | $3.3M | 150,999 | 0.6% |
| Appian Corp(APPN) | COM USD0.0001 CL A | 03782L101 | $1.5M | 47,432 | 0.3% |
| Cargurus Inc(CARG) | COMMON CL A | 141788109 | $1.4M | 48,332 | 0.3% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $1.1M | 35,937 | 0.2% |
| Autohome Inc(ATHM) | ADR EACH REPR 1 ORD | 05278C107 | $566.3K | 8,757,523 | 0.1% |
| Primerica Inc(PRI) | COMMON | 74164M108 | $367.6K | 3,619,983 | 0.1% |
| Abbvie Inc(ABBV) | COMMON | 00287Y109 | $355.0K | 3,673 | 0.1% |
| Copart Inc(CPRT) | COMMON | 217204106 | $349.3K | 8,088,311 | 0.1% |
| Old Dominion Fght(ODFL) | COMMON | 679580100 | $314.6K | 2,391,423 | 0.1% |
| RBC Bearings Inc(RBC) | COMMON | 75524B104 | $298.8K | 2,363,950 | 0.1% |
| Aspen Technology Inc(AZPNUSD) | COMMON | 045327103 | $297.4K | 4,492,565 | 0.1% |
| CDW Corp(CDW) | COMMON | 12514G108 | $282.8K | 4,069,899 | 0.1% |
| HFF Inc | CLASS A | 40418F108 | $280.2K | 5,759,956 | 0.1% |
| FOX Factory Hldg(FOXF) | COMMON USD0.001 | 35138V102 | $276.8K | 7,124,169 | 0.1% |
| Wabco Holdings(WBC1EUR) | COMMON | 92927K102 | $245.6K | 1,711,730 | 0.0% |
| Graco Inc(GGG) | COMMON | 384109104 | $243.6K | 5,386,266 | 0.0% |
| Core Laboratories(CLB) | COMMON | N22717107 | $221.3K | 2,019,786 | 0.0% |
| Marketaxess Hldgs(MKTX) | COMMON | 57060D108 | $216.3K | 1,071,921 | 0.0% |
| Henry Jack & Assoc(JKHY) | COMMON | 426281101 | $210.3K | 1,798,346 | 0.0% |
| Teledyne Tech Inc(TDY) | COMMON | 879360105 | $202.2K | 1,115,977 | 0.0% |
| Factset Resh SYS Inc(FDS) | COMMON | 303075105 | $199.1K | 1,032,892 | 0.0% |
| Abaxis Inc | COMMON | 002567105 | $181.4K | 3,663,640 | 0.0% |
| Pool Corporation(POOL) | COMMON | 73278L105 | $174.0K | 1,341,939 | 0.0% |
| Dril-Quip Inc(DRQEUR) | COMMON | 262037104 | $159.7K | 3,348,948 | 0.0% |
| Manhattan Assocs in(MANH) | COMMON | 562750109 | $142.5K | 2,876,224 | 0.0% |
| Interactive Brokers(IBKR) | CLASS A | 45841N107 | $139.9K | 2,362,006 | 0.0% |
| Pricesmart Inc(PSMT) | COMMON | 741511109 | $136.9K | 1,590,059 | 0.0% |
| Thor Inds Inc(THO) | COMMON | 885160101 | $127.6K | 846,462 | 0.0% |
| Landstar SYS Inc(LSTR) | COMMON | 515098101 | $124.5K | 1,196,312 | 0.0% |
| Cheesecake Factory(CAKE) | COMMON | 163072101 | $122.8K | 2,548,708 | 0.0% |
| Siteone Landscape(SITE) | COM USD0.01 | 82982L103 | $119.0K | 1,551,593 | 0.0% |
| Facebook Inc(META) | CLASS A | 30303M102 | $118.1K | 669,163 | 0.0% |
| Scotts Miracle-Gro(SMG) | CLASS A | 810186106 | $113.0K | 1,055,787 | 0.0% |
| Mercadolibre Inc(MELI) | COMMON | 58733R102 | $110.9K | 352,286 | 0.0% |
| Ollies Bargain OUT(OLLI) | COMMON | 681116109 | $107.2K | 2,012,272 | 0.0% |
| Bank Hawaii Corp(BOH) | COMMON | 062540109 | $107.0K | 1,248,233 | 0.0% |
| Ansys Inc(AKX) | COMMON | 03662Q105 | $103.4K | 700,642 | 0.0% |
| RLI Corp(RLI) | COMMON | 749607107 | $102.0K | 1,681,548 | 0.0% |
| Heico Corp New(HEI/A) | CLASS A | 422806208 | $100.6K | 1,273,003 | 0.0% |
| Donaldson Inc(DCI) | COMMON | 257651109 | $96.3K | 1,966,743 | 0.0% |
| Morningstar Inc(MORN) | COMMON | 617700109 | $85.5K | 881,216 | 0.0% |
| Snap-On Inc(SNA) | COMMON | 833034101 | $84.9K | 487,200 | 0.0% |
| Cinemark Holdings(CNK) | COMMON | 17243V102 | $81.5K | 2,339,459 | 0.0% |