Q1 2019 Holdings
Filed 2019-05-01 | 251 holdings | $204.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $71.2M | 1,867,486 | 34.9% |
| Ciena Corp(CIEN) | COM | 171779309 | $41.1M | 1,101,619 | 20.2% |
| Chart Inds Inc(GTLS) | COM | 16115Q308 | $28.6M | 316,054 | 14.0% |
| Alarm.com Holdings Inc(ALRM) | COM | 011642105 | $21.5M | 331,693 | 10.5% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $14.8M | 577,795 | 7.2% |
| Atricure Inc(ATRC) | COM | 04963C209 | $12.8M | 477,830 | 6.3% |
| Addus Homecare Corporation(ADUS) | COM | 006739106 | $4.1M | 64,574 | 2.0% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $2.1M | 13,444 | 1.0% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $1.3M | 24,347 | 0.7% |
| Boston Beer Company, Inc Class A(SAM) | COM | 100557107 | $1.3M | 4,269 | 0.6% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $1.2M | 13,258 | 0.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $758.0K | 2,665 | 0.4% |
| Autozone Inc(AZO) | COM | 053332102 | $450.0K | 439 | 0.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $356.0K | 4,418 | 0.2% |
| CNX Resources Corp.(CNX) | COM | 12653C108 | $163.0K | 15,150 | 0.1% |
| Planet Fitness Inc(PLNT) | COM | 72703H101 | $52.7K | 767,028 | 0.0% |
| Five Below(FIVE) | COM | 33829M101 | $51.2K | 411,852 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $46.4K | 916,999 | 0.0% |
| Trex Inc(TREX) | COM | 89531P105 | $43.1K | 701,094 | 0.0% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $40.6K | 968,300 | 0.0% |
| Varonis Systems Inc(VRNS) | COM | 922280102 | $39.0K | 654,147 | 0.0% |
| Neogenomics Inc(NEO) | COM | 64049M209 | $38.4K | 1,878,901 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM | 875372203 | $37.6K | 592,840 | 0.0% |
| Freshpet Inc(FRPT) | COM | 358039105 | $37.3K | 882,201 | 0.0% |
| Lendingtree Inc(TREE) | COM | 52603B107 | $37.1K | 105,427 | 0.0% |
| Cadence Bancorp(CADEEUR) | COM | 12739A100 | $36.0K | 1,938,700 | 0.0% |
| Trinet Group in(TNET) | COM | 896288107 | $35.9K | 601,110 | 0.0% |
| Horizon Pharma, Inc | COM | G4617B105 | $35.1K | 1,329,194 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $34.0K | 611,010 | 0.0% |
| Epam Systems Inc(EPAM) | COM | 29414B104 | $34.0K | 200,748 | 0.0% |
| Vonage Holdings Corp | COM | 92886T201 | $33.9K | 3,377,989 | 0.0% |
| Mercury Systems Inc(MRCY) | COM | 589378108 | $33.8K | 526,921 | 0.0% |
| Reata Pharmaceuticals Inc(RETAEUR) | COM | 75615P103 | $33.5K | 392,089 | 0.0% |
| Ollie's Bargain Outlet Holdings(OLLI) | COM | 681116109 | $32.2K | 377,625 | 0.0% |
| Kratos Defense and Security(KTOS) | COM | 50077B207 | $32.1K | 2,052,590 | 0.0% |
| Biohaven Pharmaceutical Holdings(BHVN) | COM | G11196105 | $30.5K | 592,793 | 0.0% |
| American Eagle Outfitters Inc.(AEO) | COM | 02553E106 | $30.4K | 1,371,548 | 0.0% |
| Seaworld Entertainment(PRKS) | COM | 81282V100 | $30.3K | 1,176,259 | 0.0% |
| Tetra Tech Inc(TTEK) | COM | 88162G103 | $29.8K | 500,117 | 0.0% |
| Madden Steven LTD(SHOO) | COM | 556269108 | $29.3K | 865,095 | 0.0% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $29.2K | 323,007 | 0.0% |
| The Children's Place Inc(PLCE) | COM | 168905107 | $28.6K | 294,139 | 0.0% |
| Integer Holdings Corp(ITGR) | COM | 45826H109 | $28.4K | 376,383 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $27.5K | 226,283 | 0.0% |
| Insmed Inc(INSM) | COM | 457669307 | $26.8K | 921,527 | 0.0% |
| Simply Good Foods Co(SMPL) | COM | 82900L102 | $25.9K | 1,259,245 | 0.0% |
| GLU Mobile Inc(GLUU) | COM | 379890106 | $25.8K | 2,358,655 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $25.8K | 208,568 | 0.0% |
| Green DOT Corp(GDOT) | COM | 39304D102 | $23.6K | 388,580 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $23.5K | 377,026 | 0.0% |