Q4 2013 Holdings
Filed 2014-01-30 | 349 holdings | $93.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Acadia Healthcarepany Inc(ACHC) | COM | 00404A109 | $27.4M | 578,633 | 29.4% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $20.0M | 311,466 | 21.5% |
| Cubesmart(CUBE) | COM | 229663109 | $10.3M | 643,070 | 11.0% |
| Christopher & Banks Copr(CBKCQ) | COM | 171046105 | $6.7M | 786,010 | 7.2% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $5.7M | 128,341 | 6.1% |
| Chegg Inc(CHGG) | COM | 163092109 | $5.7M | 670,567 | 6.1% |
| Ciena Corp(CIEN) | COM | 171779309 | $4.7M | 198,205 | 5.1% |
| Chart Inds Inc PAR $0.01(GTLS) | COM | 16115Q308 | $4.5M | 46,938 | 4.8% |
| Applied Optoelectronics Inc(AAOI) | COM | 03823U102 | $4.5M | 297,406 | 4.8% |
| Conocophillips(COP) | COM | 20825C104 | $873.0K | 12,358 | 0.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $728.0K | 32,448 | 0.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $369.0K | 6,979 | 0.4% |
| MWI Veterinary Supply Inc | COM | 55402X105 | $47.6K | 280,282 | 0.1% |
| Trex Inc(TREX) | COM | 89531P105 | $34.8K | 437,060 | 0.0% |
| Epam Systems Inc(EPAM) | COM | 29414B104 | $34.5K | 987,105 | 0.0% |
| Spirit Airls Inc(SAVEEUR) | COM | 848577102 | $33.5K | 737,959 | 0.0% |
| Wesco Intl Inc(WCC) | COM | 95082P105 | $25.6K | 280,812 | 0.0% |
| Magnum Hunter RES Corp del | COM | 55973B102 | $24.2K | 3,310,420 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $22.8K | 686,857 | 0.0% |
| REX Energy Corporation | COM | 761565100 | $22.7K | 1,151,170 | 0.0% |
| Bank of the Ozarks Inc | COM | 063904106 | $22.5K | 398,036 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $22.2K | 92,640 | 0.0% |
| Homeaway Inc | COM | 43739Q100 | $21.9K | 535,366 | 0.0% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $21.7K | 880,395 | 0.0% |
| Wabtec Corporation(WAB) | COM | 929740108 | $21.1K | 283,907 | 0.0% |
| NPS Pharmaceuticals Inc | COM | 62936P103 | $21.0K | 691,693 | 0.0% |
| Qlik Technologies Inc | COM | 74733T105 | $20.7K | 775,498 | 0.0% |
| Infoblox Inc | COM | 45672H104 | $20.4K | 616,646 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $19.8K | 188,696 | 0.0% |
| Gulfport Energy Corp | COM | 402635304 | $19.7K | 311,320 | 0.0% |
| Multimedia Games Inc | COM | 625453105 | $19.4K | 618,448 | 0.0% |
| Fifth & Pacificpanies Inc | COM | 316645100 | $18.7K | 583,344 | 0.0% |
| Roadrunner Trnsn Svcs Hldg | COM | 76973Q105 | $18.0K | 669,736 | 0.0% |
| Ultimate Software Group Inc | COM | 90385D107 | $17.5K | 114,120 | 0.0% |
| IPG Photonics Corp(IPGP) | COM | 44980X109 | $17.3K | 223,332 | 0.0% |
| Cepheid | COM | 15670R107 | $16.4K | 351,532 | 0.0% |
| Imperva Inc | COM | 45321L100 | $16.3K | 338,952 | 0.0% |
| Cambrex(CBM) | COM | 132011107 | $16.0K | 895,648 | 0.0% |
| Calamp Corp(CAMPEUR) | COM | 128126109 | $15.5K | 555,345 | 0.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $15.3K | 175,736 | 0.0% |
| Customers Bancorp Inc(CUBI) | COM | 23204G100 | $15.1K | 738,725 | 0.0% |
| Tile Shop Hldgs Inc(TTS1EUR) | COM | 88677Q109 | $15.1K | 833,415 | 0.0% |
| Penske Auto Group(PAG) | COM | 70959W103 | $14.6K | 310,381 | 0.0% |
| Wesco Aircraft Holdings | COM | 950814103 | $14.1K | 641,771 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $13.4K | 122,979 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $13.3K | 249,753 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $13.3K | 1,305,588 | 0.0% |
| Five Below(FIVE) | COM | 33829M101 | $13.2K | 305,209 | 0.0% |
| Channeladvisor Corp(ECOM1USD) | COM | 159179100 | $13.2K | 315,764 | 0.0% |
| First NBC Bank Holding Co | COM | 32115D106 | $13.1K | 406,730 | 0.0% |