Q3 2018 Holdings
Filed 2018-11-14 | 100 holdings | $222.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | COMMON STOCKS | 184496107 | $38.6M | 538,899 | 17.3% |
| Charles RIV Laboratories Intl(CRL) | COMMON STOCKS | 159864107 | $36.6M | 272,064 | 16.4% |
| Conmed Corp(CNMD) | COMMON STOCKS | 207410101 | $28.3M | 357,810 | 12.7% |
| Chart Industries Inc(GTLS) | COMMON STOCKS | 16115Q308 | $27.4M | 349,955 | 12.3% |
| ACI Worldwide Inc(ACIW) | COMMON STOCKS | 004498101 | $24.6M | 874,299 | 11.1% |
| Chegg Inc(CHGG) | COMMON STOCKS | 163092109 | $17.9M | 628,450 | 8.0% |
| DXP Enterprises Inc(DXPE) | COMMON STOCKS | 233377407 | $16.9M | 422,517 | 7.6% |
| Agios Pharmaceuticals Inc(AGIO) | COMMON STOCKS | 00847X104 | $11.1M | 143,579 | 5.0% |
| Advanced Micro Devices Inc(AMD) | COMMON STOCKS | 007903107 | $8.3M | 268,525 | 3.7% |
| Bandwidth Inc(BAND) | COMMON STOCKS | 05988J103 | $6.9M | 129,237 | 3.1% |
| AXT Inc(AXTI) | COMMON STOCKS | 00246W103 | $3.9M | 539,438 | 1.7% |
| Biotelemetry Inc(BEATEUR) | COMMON STOCKS | 090672106 | $73.2K | 1,135,559 | 0.0% |
| Eldorado Resort(ERIEUR) | COMMON STOCKS | 28470R102 | $68.4K | 1,406,558 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COMMON STOCKS | 670704105 | $62.9K | 885,763 | 0.0% |
| Ligand Pharmaceuticals(LGND) | COMMON STOCKS | 53220K504 | $59.3K | 216,104 | 0.0% |
| Mastec Inc(MTZ) | COMMON STOCKS | 576323109 | $57.6K | 1,289,414 | 0.0% |
| Harsco Corp(NVRI) | COMMON STOCKS | 415864107 | $55.0K | 1,926,290 | 0.0% |
| Lumentum Holdings Inc(LITE) | COMMON STOCKS | 55024U109 | $52.1K | 869,149 | 0.0% |
| Knight-Swift Transportation(KNX) | COMMON STOCKS | 499049104 | $49.3K | 1,429,126 | 0.0% |
| Teladoc Health Inc(TDOC) | COMMON STOCKS | 87918A105 | $44.9K | 519,526 | 0.0% |
| Bottomline Technologies de(EPAYEUR) | COMMON STOCKS | 101388106 | $43.8K | 602,887 | 0.0% |
| Integrated Device Tech Inc | COMMON STOCKS | 458118106 | $41.5K | 883,390 | 0.0% |
| Wellcare Health Plans | COMMON STOCKS | 94946T106 | $40.4K | 126,004 | 0.0% |
| Boingo Wireless Inc(WIFI) | COMMON STOCKS | 09739C102 | $38.5K | 1,103,517 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COMMON STOCKS | 69354M108 | $37.7K | 342,414 | 0.0% |
| Globant SA(GLOB) | COMMON STOCKS | L44385109 | $37.3K | 632,448 | 0.0% |
| TPI Composites Inc(TPICQ) | COMMON STOCKS | 87266J104 | $36.5K | 1,278,838 | 0.0% |
| Western Alliance Bancorp(WAL) | COMMON STOCKS | 957638109 | $34.3K | 603,345 | 0.0% |
| Kinsale Capital Group Inc(KNSL) | COMMON STOCKS | 49714P108 | $33.3K | 522,111 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COMMON STOCKS | 298736109 | $32.8K | 327,541 | 0.0% |
| Carrizo Oil & Gas Inc(CRZOEUR) | COMMON STOCKS | 144577103 | $32.6K | 1,293,612 | 0.0% |
| Cyberark Software LTD EL | COMMON STOCKS | M2682V108 | $31.5K | 393,926 | 0.0% |
| Tabula Rasa Healthcare Inc | COMMON STOCKS | 873379101 | $31.0K | 381,819 | 0.0% |
| Atlas AIR Worldwide Hldgs Inc(AAWWUSD) | COMMON STOCKS | 049164205 | $30.5K | 478,126 | 0.0% |
| LHC Group LLC(LHCGUSD) | COMMON STOCKS | 50187A107 | $30.1K | 292,291 | 0.0% |
| Hexcel Corp(HXL) | COMMON STOCKS | 428291108 | $28.6K | 426,808 | 0.0% |
| Five9 Inc(FIVN) | COMMON STOCKS | 338307101 | $27.9K | 638,659 | 0.0% |
| Grand Canyon Education Inc(LOPE) | COMMON STOCKS | 38526M106 | $27.4K | 243,178 | 0.0% |
| Super Micro Computer Inc(SMCIUSD) | COMMON STOCKS | 86800U104 | $27.3K | 1,325,578 | 0.0% |
| Select Medical Holdings Corp(SEM) | COMMON STOCKS | 81619Q105 | $26.5K | 1,441,168 | 0.0% |
| Sendgrid Inc | COMMON STOCKS | 816883102 | $25.8K | 700,835 | 0.0% |
| Penn National Gaming Inc(PENN) | COMMON STOCKS | 707569109 | $24.9K | 755,925 | 0.0% |
| Malibu Boats Inc(MBUU) | COMMON STOCKS | 56117J100 | $24.6K | 449,426 | 0.0% |
| Webster Financial Corp(WBS) | COMMON STOCKS | 947890109 | $24.3K | 412,327 | 0.0% |
| Limelight Networks Inc | COMMON STOCKS | 53261M104 | $23.9K | 4,753,778 | 0.0% |
| Asgn Inc(ASGN) | COMMON STOCKS | 00191U102 | $23.6K | 298,871 | 0.0% |
| Korn Y International(KFY) | COMMON STOCKS | 500643200 | $23.2K | 471,845 | 0.0% |
| Curo Group Holdings Corp(CUROEUR) | COMMON STOCKS | 23131L107 | $22.7K | 752,259 | 0.0% |
| Costar Group Inc(CSGP) | COMMON STOCKS | 22160N109 | $22.2K | 52,741 | 0.0% |
| First Cash Financial Services Inc | COMMON STOCKS | 33767D105 | $21.8K | 266,193 | 0.0% |