Q4 2013 Holdings
Filed 2014-02-14 | 48 holdings | $549.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MWI Veterinary Supply, Inc. | COM | 55402X105 | $23.4K | 137,451 | 4.3% |
| Dealertrack Technologies, Inc. | COM | 242309102 | $22.6K | 470,746 | 4.1% |
| Gentherm, Inc.(THRM) | COM | 37253A103 | $19.9K | 743,787 | 3.6% |
| Dorman Products(DORM) | COM | 258278100 | $19.5K | 348,188 | 3.6% |
| Aspen Technology(AZPNUSD) | COM | 045327103 | $18.3K | 438,308 | 3.3% |
| Buffalo Wild Wings | COM | 119848109 | $17.8K | 121,027 | 3.2% |
| LKQ Corporation(LKQ) | COM | 501889208 | $17.6K | 534,730 | 3.2% |
| Dril-Quip, Inc.(DRQEUR) | COM | 262037104 | $17.0K | 154,477 | 3.1% |
| Epam Systems, Inc.(EPAM) | COM | 29414B104 | $16.6K | 473,705 | 3.0% |
| Costar Group, Inc.(CSGP) | COM | 22160N109 | $15.0K | 81,311 | 2.7% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $14.7K | 598,332 | 2.7% |
| 8x8(EGHT) | COM | 282914100 | $14.7K | 1,447,593 | 2.7% |
| Syntel, Inc. | COM | 87162H103 | $14.7K | 161,336 | 2.7% |
| Comscore, Inc.(SCOR1EUR) | COM | 20564W105 | $14.7K | 512,873 | 2.7% |
| Monro Muffler, Inc.(MNRO) | COM | 610236101 | $14.6K | 259,159 | 2.7% |
| Shutterfly, Inc.(SFLY) | COM | 82568P304 | $14.1K | 276,866 | 2.6% |
| Roadrunner Transportion | COM | 76973Q105 | $13.8K | 512,467 | 2.5% |
| Icon Plc(ICLR) | COM | G4705A100 | $13.5K | 333,505 | 2.5% |
| Advanced Emissions Solutions(ARQ) | COM | 00770C101 | $12.7K | 233,595 | 2.3% |
| IPC the Hospitalist Company, I | COM | 44984A105 | $12.2K | 205,072 | 2.2% |
| Bottomline Technologies, Inc.(EPAYEUR) | COM | 101388106 | $11.8K | 327,303 | 2.2% |
| Catamaran Corporation | COM | 148887102 | $11.8K | 248,285 | 2.1% |
| Advisory Board Company | COM | 00762W107 | $11.7K | 184,346 | 2.1% |
| Realpage(RP) | COM | 75606N109 | $11.6K | 494,445 | 2.1% |
| Maximus, Inc.(MMS) | COM | 577933104 | $10.9K | 248,375 | 2.0% |
| Wageworks, Inc.(WAGE) | COM | 930427109 | $9.9K | 166,115 | 1.8% |
| Questcor Pharmarceuticals | COM | 74835Y101 | $9.4K | 172,225 | 1.7% |
| Echo Global Logistics, Inc.(ECHO1EUR) | COM | 27875T101 | $9.1K | 425,146 | 1.7% |
| Hibbett Sports, Inc.(HB6) | COM | 428567101 | $8.7K | 128,985 | 1.6% |
| Fresh Market, the | COM | 35804H106 | $8.6K | 212,525 | 1.6% |
| Powersecure Int'l. | COM | 73936N105 | $8.6K | 500,780 | 1.6% |
| Retailmenot Inc | COM | 76132B106 | $8.4K | 293,203 | 1.5% |
| Mimedx Group(MDXG) | COM | 602496101 | $8.4K | 958,858 | 1.5% |
| Envestnet, Inc.(ENVUSD) | COM | 29404K106 | $7.7K | 191,783 | 1.4% |
| M/A COM(MTSI) | COM | 55405Y100 | $7.4K | 434,838 | 1.3% |
| Proto Labs, Inc.(PRLB) | COM | 743713109 | $7.3K | 101,885 | 1.3% |
| Ellie MAE Inc. | COM | 28849P100 | $7.1K | 264,230 | 1.3% |
| Measurement Specialties | COM | 583421102 | $7.0K | 116,030 | 1.3% |
| Tangoe, Inc. | COM | 87582Y108 | $6.7K | 373,568 | 1.2% |
| Aruba Networks | COM | 043176106 | $6.7K | 374,244 | 1.2% |
| Liveperson, Inc.(LPSNUSD) | COM | 538146101 | $6.6K | 445,816 | 1.2% |
| Cavium, Inc. | COM | 14964U108 | $6.6K | 189,991 | 1.2% |
| Exlservice Holdings, Inc.(EXLS) | COM | 302081104 | $6.5K | 236,923 | 1.2% |
| Stratasys, Ltd.(SSYS) | COM | M85548101 | $6.4K | 47,750 | 1.2% |
| Ultimate Software Group, Inc. | COM | 90385D107 | $5.9K | 38,727 | 1.1% |
| Tilly's, Inc.(TLYS) | COM | 886885102 | $5.4K | 473,258 | 1.0% |
| Qualys, Inc.(QLYS) | COM | 74758T303 | $5.2K | 225,525 | 0.9% |
| Barrett Business Services(BBSI) | COM | 068463108 | $741 | 7,990 | 0.1% |