Q2 2018 Holdings
Filed 2018-07-30 | 96 holdings | $199.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chart Industries Inc(GTLS) | COMMON STOCKS | 16115Q308 | $25.6M | 415,470 | 12.9% |
| Conmed Corp(CNMD) | COMMON STOCKS | 207410101 | $25.4M | 346,611 | 12.7% |
| DXP Enterprises Inc(DXPE) | COMMON STOCKS | 233377407 | $23.7M | 619,635 | 11.9% |
| Charles RIV Laboratories Intl(CRL) | COMMON STOCKS | 159864107 | $23.0M | 204,877 | 11.5% |
| ACI Worldwide Inc(ACIW) | COMMON STOCKS | 004498101 | $19.8M | 804,539 | 10.0% |
| Chegg Inc(CHGG) | COMMON STOCKS | 163092109 | $19.6M | 707,010 | 9.9% |
| Clean Harbors Inc(CLH) | COMMON STOCKS | 184496107 | $19.3M | 346,632 | 9.7% |
| Advanced Micro Devices Inc(AMD) | COMMON STOCKS | 007903107 | $18.3M | 1,218,942 | 9.2% |
| Agios Pharmaceuticals Inc(AGIO) | COMMON STOCKS | 00847X104 | $11.7M | 138,728 | 5.9% |
| AXT Inc(AXTI) | COMMON STOCKS | 00246W103 | $11.1M | 1,574,835 | 5.6% |
| Lumentum Holdings Inc(LITE) | COMMON STOCKS | 55024U109 | $62.2K | 1,074,020 | 0.0% |
| Mastec Inc(MTZ) | COMMON STOCKS | 576323109 | $50.8K | 1,001,942 | 0.0% |
| Biotelemetry Inc(BEATEUR) | COMMON STOCKS | 090672106 | $49.9K | 1,109,786 | 0.0% |
| Old Dominion Freight Line(ODFL) | COMMON STOCKS | 679580100 | $49.6K | 332,849 | 0.0% |
| Teladoc Inc(TDOC) | COMMON STOCKS | 87918A105 | $47.8K | 823,265 | 0.0% |
| Eldorado Resort(ERIEUR) | COMMON STOCKS | 28470R102 | $45.4K | 1,162,378 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COMMON STOCKS | 670704105 | $45.2K | 866,653 | 0.0% |
| Ligand Pharmaceuticals(LGND) | COMMON STOCKS | 53220K504 | $43.7K | 211,152 | 0.0% |
| Harsco Corp(NVRI) | COMMON STOCKS | 415864107 | $41.6K | 1,881,988 | 0.0% |
| Tabula Rasa Healthcare Inc | COMMON STOCKS | 873379101 | $40.9K | 640,824 | 0.0% |
| Wellcare Health Plans | COMMON STOCKS | 94946T106 | $40.7K | 165,479 | 0.0% |
| Knight-Swift Transportation(KNX) | COMMON STOCKS | 499049104 | $35.5K | 928,658 | 0.0% |
| Globant SA(GLOB) | COMMON STOCKS | L44385109 | $34.7K | 610,394 | 0.0% |
| Bottomline Technologies de(EPAYEUR) | COMMON STOCKS | 101388106 | $32.3K | 648,920 | 0.0% |
| Select Medical Holdings Corp(SEM) | COMMON STOCKS | 81619Q105 | $31.6K | 1,739,055 | 0.0% |
| Kinsale Capital Group Inc(KNSL) | COMMON STOCKS | 49714P108 | $28.8K | 524,541 | 0.0% |
| Korn Y International(KFY) | COMMON STOCKS | 500643200 | $28.5K | 460,950 | 0.0% |
| Atlas AIR Worldwide Hldgs Inc(AAWWUSD) | COMMON STOCKS | 049164205 | $27.1K | 377,396 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COMMON STOCKS | 298736109 | $26.9K | 320,698 | 0.0% |
| Carrizo Oil & Gas Inc(CRZOEUR) | COMMON STOCKS | 144577103 | $26.6K | 953,625 | 0.0% |
| Asgn Inc(ASGN) | COMMON STOCKS | 00191U102 | $26.0K | 331,983 | 0.0% |
| Webster Financial Corp(WBS) | COMMON STOCKS | 947890109 | $25.5K | 400,336 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COMMON STOCKS | 69354M108 | $25.2K | 270,348 | 0.0% |
| Boingo Wireless Inc(WIFI) | COMMON STOCKS | 09739C102 | $25.1K | 1,108,917 | 0.0% |
| Penn National Gaming Inc(PENN) | COMMON STOCKS | 707569109 | $24.5K | 730,749 | 0.0% |
| Grand Canyon Education Inc(LOPE) | COMMON STOCKS | 38526M106 | $24.2K | 216,599 | 0.0% |
| First Cash Financial Services Inc | COMMON STOCKS | 33767D105 | $23.3K | 259,572 | 0.0% |
| Western Alliance Bancorp(WAL) | COMMON STOCKS | 957638109 | $23.1K | 408,529 | 0.0% |
| Tivity Health Inc | COMMON STOCKS | 88870R102 | $22.8K | 648,658 | 0.0% |
| KMG Chemicals Inc | COMMON STOCKS | 482564101 | $22.7K | 307,807 | 0.0% |
| United Natural Foods Inc(UNFI) | COMMON STOCKS | 911163103 | $22.2K | 520,133 | 0.0% |
| Trueblue Inc(TBI) | COMMON STOCKS | 89785X101 | $21.5K | 798,449 | 0.0% |
| Costar Group Inc(CSGP) | COMMON STOCKS | 22160N109 | $21.4K | 51,909 | 0.0% |
| Magnachip Semiconductor(MX) | COMMON STOCKS | 55933J203 | $21.3K | 2,079,457 | 0.0% |
| TPI Composites Inc(TPICQ) | COMMON STOCKS | 87266J104 | $20.8K | 710,226 | 0.0% |
| Fiesta Restaurant Group | COMMON STOCKS | 31660B101 | $20.7K | 720,738 | 0.0% |
| Limelight Networks Inc | COMMON STOCKS | 53261M104 | $20.3K | 4,544,840 | 0.0% |
| WNS Holdings LTD ADR(WNSN) | COMMON STOCKS | 92932M101 | $20.3K | 388,783 | 0.0% |
| Malibu Boats Inc(MBUU) | COMMON STOCKS | 56117J100 | $20.0K | 477,712 | 0.0% |
| Magellan Health Inc | COMMON STOCKS | 559079207 | $19.9K | 207,346 | 0.0% |