Q1 2014 Holdings
Filed 2014-04-30 | 221 holdings | $53.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Acadia Healthcarepany Inc(ACHC) | COM | 00404A109 | $17.9M | 395,808 | 33.6% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $14.3M | 212,961 | 26.9% |
| Applied Optoelectronics Inc(AAOI) | COM | 03823U102 | $7.7M | 310,448 | 14.4% |
| Christopher & Banks Copr(CBKCQ) | COM | 171046105 | $3.9M | 586,679 | 7.3% |
| Chegg Inc(CHGG) | COM | 163092109 | $3.7M | 528,920 | 7.0% |
| Atricure Inc(ATRC) | COM | 04963C209 | $2.1M | 112,970 | 4.0% |
| ANI Pharmaceuticals Inc(ANIP) | COM | 00182C103 | $2.0M | 62,277 | 3.7% |
| Artisan Partners Asset Mgmt(APAM) | COM | 04316A108 | $661.0K | 10,284 | 1.2% |
| Spirit Airls Inc(SAVEEUR) | COM | 848577102 | $29.3K | 494,030 | 0.1% |
| MWI Veterinary Supply Inc | COM | 55402X105 | $26.8K | 172,148 | 0.1% |
| Bank of the Ozarks Inc | COM | 063904106 | $24.7K | 363,594 | 0.0% |
| Trex Inc(TREX) | COM | 89531P105 | $24.4K | 332,884 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $21.4K | 165,887 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $18.4K | 69,776 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $18.3K | 493,887 | 0.0% |
| Magnum Hunter RES Corp del | COM | 55973B102 | $16.6K | 1,947,798 | 0.0% |
| Homeaway Inc | COM | 43739Q100 | $14.9K | 396,512 | 0.0% |
| Imperva Inc | COM | 45321L100 | $14.3K | 256,570 | 0.0% |
| First NBC Bank Holding Co | COM | 32115D106 | $14.2K | 407,994 | 0.0% |
| Kate Spade & Co | COM | 485865109 | $13.7K | 369,790 | 0.0% |
| Multimedia Games Inc | COM | 625453105 | $13.3K | 458,589 | 0.0% |
| Acuity Brands Inc(AYI) | COM | 00508Y102 | $13.2K | 99,230 | 0.0% |
| Polyone Corporation | COM | 73179P106 | $12.6K | 344,167 | 0.0% |
| Amtrust Financial Services | COM | 032359309 | $12.4K | 330,367 | 0.0% |
| Wesco Aircraft Holdings | COM | 950814103 | $12.1K | 550,446 | 0.0% |
| Epam Systems Inc(EPAM) | COM | 29414B104 | $12.0K | 364,589 | 0.0% |
| NPS Pharmaceuticals Inc | COM | 62936P103 | $11.8K | 395,168 | 0.0% |
| H&E Equipment Services Inc(HEESEUR) | COM | 404030108 | $11.5K | 285,290 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $11.4K | 1,057,042 | 0.0% |
| Tile Shop Hldgs Inc(TTS1EUR) | COM | 88677Q109 | $10.9K | 706,300 | 0.0% |
| Jack in the BOX Inc(JACK) | COM | 466367109 | $10.7K | 181,401 | 0.0% |
| Cepheid | COM | 15670R107 | $10.6K | 206,213 | 0.0% |
| Evercore Partners Inc(EVR) | COM | 29977A105 | $10.6K | 192,297 | 0.0% |
| Cavium Inc | COM | 14964U108 | $10.6K | 242,653 | 0.0% |
| RED Robin Gourmet Burgers Inc(RRGB) | COM | 75689M101 | $10.0K | 139,924 | 0.0% |
| Intermune Inc | COM | 45884X103 | $9.8K | 293,160 | 0.0% |
| Cobiz Inc | COM | 190897108 | $9.7K | 844,207 | 0.0% |
| Channeladvisor Corp(ECOM1USD) | COM | 159179100 | $9.7K | 257,380 | 0.0% |
| Cambrex(CBM) | COM | 132011107 | $9.6K | 509,606 | 0.0% |
| Horizon Pharma, Inc | COM | 44047T109 | $9.6K | 635,862 | 0.0% |
| Faro Technologies Inc(FARO) | COM | 311642102 | $9.6K | 180,498 | 0.0% |
| Roadrunner Trnsn Svcs Hldg | COM | 76973Q105 | $9.5K | 377,081 | 0.0% |
| Qlik Technologies Inc | COM | 74733T105 | $9.5K | 356,768 | 0.0% |
| USG Corp | COM | 903293405 | $9.3K | 284,125 | 0.0% |
| Pacwest Bancorp del(PACWUSD) | COM | 695263103 | $9.3K | 215,703 | 0.0% |
| Ultimate Software Group Inc | COM | 90385D107 | $9.2K | 67,072 | 0.0% |
| Wesco Intl Inc(WCC) | COM | 95082P105 | $8.9K | 106,340 | 0.0% |
| Intercept Pharmaceutical(ICPTUSD) | COM | 45845P108 | $8.8K | 26,821 | 0.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $8.8K | 131,079 | 0.0% |
| Gigamon Inc | COM | 37518B102 | $8.8K | 289,530 | 0.0% |