Q1 2018 Holdings
Filed 2018-05-07 | 92 holdings | $148.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DXP Enterprises Inc(DXPE) | COMMON STOCKS | 233377407 | $22.2M | 570,439 | 15.0% |
| Charles RIV Laboratories Intl(CRL) | COMMON STOCKS | 159864107 | $21.0M | 196,887 | 14.2% |
| Chart Industries Inc(GTLS) | COMMON STOCKS | 16115Q308 | $20.8M | 352,306 | 14.0% |
| Chegg Inc(CHGG) | COMMON STOCKS | 163092109 | $17.1M | 825,595 | 11.5% |
| AMN Healthcare Services Inc(AMN) | COMMON STOCKS | 001744101 | $11.9M | 209,439 | 8.0% |
| Advanced Micro Devices Inc(AMD) | COMMON STOCKS | 007903107 | $11.8M | 1,173,688 | 8.0% |
| Agios Pharmaceuticals Inc(AGIO) | COMMON STOCKS | 00847X104 | $10.9M | 133,322 | 7.4% |
| Century Aluminum Company(CENX) | COMMON STOCKS | 156431108 | $10.8M | 651,452 | 7.3% |
| AXT Inc(AXTI) | COMMON STOCKS | 00246W103 | $10.3M | 1,419,671 | 6.9% |
| Axon Enterprise Inc(AXON) | COMMON STOCKS | 05464C101 | $9.7M | 247,687 | 6.6% |
| Lumentum Holdings Inc(LITE) | COMMON STOCKS | 55024U109 | $63.3K | 992,918 | 0.0% |
| Magellan Health Inc | COMMON STOCKS | 559079207 | $54.2K | 505,778 | 0.0% |
| Knight-Swift Transportation(KNX) | COMMON STOCKS | 499049104 | $50.4K | 1,095,055 | 0.0% |
| Tivity Health Inc | COMMON STOCKS | 88870R102 | $49.0K | 1,236,815 | 0.0% |
| Mastec Inc(MTZ) | COMMON STOCKS | 576323109 | $47.5K | 1,010,132 | 0.0% |
| Old Dominion Freight Line(ODFL) | COMMON STOCKS | 679580100 | $47.0K | 319,856 | 0.0% |
| Select Medical Holdings Corp(SEM) | COMMON STOCKS | 81619Q105 | $42.0K | 2,437,544 | 0.0% |
| Eldorado Resort(ERIEUR) | COMMON STOCKS | 28470R102 | $41.6K | 1,260,670 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COMMON STOCKS | 69354M108 | $38.2K | 460,878 | 0.0% |
| Biotelemetry Inc(BEATEUR) | COMMON STOCKS | 090672106 | $37.4K | 1,205,511 | 0.0% |
| Harsco Corp(NVRI) | COMMON STOCKS | 415864107 | $37.3K | 1,808,277 | 0.0% |
| Asgn Inc(ASGN) | COMMON STOCKS | 00191U102 | $36.0K | 439,592 | 0.0% |
| Boingo Wireless Inc(WIFI) | COMMON STOCKS | 09739C102 | $35.0K | 1,414,116 | 0.0% |
| Tabula Rasa Healthcare Inc | COMMON STOCKS | 873379101 | $34.7K | 893,843 | 0.0% |
| Teladoc Inc(TDOC) | COMMON STOCKS | 87918A105 | $34.2K | 848,848 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COMMON STOCKS | 298736109 | $33.3K | 422,548 | 0.0% |
| Ligand Pharmaceuticals(LGND) | COMMON STOCKS | 53220K504 | $30.0K | 181,378 | 0.0% |
| Costar Group Inc(CSGP) | COMMON STOCKS | 22160N109 | $27.2K | 74,950 | 0.0% |
| Viasat Inc(VSAT) | COMMON STOCKS | 92552V100 | $26.8K | 408,509 | 0.0% |
| Trinseo SA(TSEOQ) | COMMON STOCKS | L9340P101 | $24.4K | 328,872 | 0.0% |
| Limelight Networks Inc | COMMON STOCKS | 53261M104 | $23.8K | 5,801,635 | 0.0% |
| First Cash Financial Services Inc | COMMON STOCKS | 33767D105 | $23.6K | 290,833 | 0.0% |
| Korn Y International(KFY) | COMMON STOCKS | 500643200 | $22.9K | 442,922 | 0.0% |
| Webster Financial Corp(WBS) | COMMON STOCKS | 947890109 | $22.8K | 412,262 | 0.0% |
| Bottomline Technologies de(EPAYEUR) | COMMON STOCKS | 101388106 | $22.8K | 588,710 | 0.0% |
| Grand Canyon Education Inc(LOPE) | COMMON STOCKS | 38526M106 | $21.8K | 208,109 | 0.0% |
| Globant SA(GLOB) | COMMON STOCKS | L44385109 | $21.8K | 422,190 | 0.0% |
| Magnachip Semiconductor(MX) | COMMON STOCKS | 55933J203 | $20.2K | 2,101,916 | 0.0% |
| Kinsale Capital Group Inc(KNSL) | COMMON STOCKS | 49714P108 | $20.1K | 391,798 | 0.0% |
| RED Robin Gourmet Burgers(RRGB) | COMMON STOCKS | 75689M101 | $18.9K | 326,611 | 0.0% |
| LCI Industries(LCII) | COMMON STOCKS | 50189K103 | $18.7K | 179,569 | 0.0% |
| WNS Holdings LTD ADR(WNSN) | COMMON STOCKS | 92932M101 | $18.6K | 410,204 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COMMON STOCKS | 073685109 | $18.6K | 349,930 | 0.0% |
| Nanometrics Inc | COMMON STOCKS | 630077105 | $18.4K | 685,801 | 0.0% |
| Western Alliance Bancorp(WAL) | COMMON STOCKS | 957638109 | $18.4K | 315,894 | 0.0% |
| Hexcel Corp(HXL) | COMMON STOCKS | 428291108 | $18.2K | 281,606 | 0.0% |
| Quanta Services(PWR) | COMMON STOCKS | 74762E102 | $18.0K | 524,925 | 0.0% |
| KMG Chemicals Inc | COMMON STOCKS | 482564101 | $17.7K | 295,801 | 0.0% |
| Everbridge Inc(EVBGEUR) | COMMON STOCKS | 29978A104 | $17.6K | 481,206 | 0.0% |
| United Natural Foods Inc(UNFI) | COMMON STOCKS | 911163103 | $17.5K | 408,100 | 0.0% |