Q4 2018 Holdings
Filed 2019-02-13 | 101 holdings | $174.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charles RIV Laboratories Intl(CRL) | COMMON STOCKS | 159864107 | $35.3M | 311,932 | 20.2% |
| ACI Worldwide Inc(ACIW) | COMMON STOCKS | 004498101 | $29.2M | 1,056,827 | 16.8% |
| Chart Industries Inc(GTLS) | COMMON STOCKS | 16115Q308 | $28.5M | 438,812 | 16.3% |
| Chegg Inc(CHGG) | COMMON STOCKS | 163092109 | $28.0M | 985,673 | 16.0% |
| Conmed Corp(CNMD) | COMMON STOCKS | 207410101 | $25.8M | 402,269 | 14.8% |
| Agios Pharmaceuticals Inc(AGIO) | COMMON STOCKS | 00847X104 | $10.1M | 219,067 | 5.8% |
| Bandwidth Inc(BAND) | COMMON STOCKS | 05988J103 | $7.0M | 171,478 | 4.0% |
| DXP Enterprises Inc(DXPE) | COMMON STOCKS | 233377407 | $7.0M | 249,625 | 4.0% |
| Atricure Inc(ATRC) | COMMON STOCKS | 04963C209 | $2.1M | 68,495 | 1.2% |
| Eldorado Resort(ERIEUR) | COMMON STOCKS | 28470R102 | $62.4K | 1,723,228 | 0.0% |
| Biotelemetry Inc(BEATEUR) | COMMON STOCKS | 090672106 | $59.2K | 991,121 | 0.0% |
| Mastec Inc(MTZ) | COMMON STOCKS | 576323109 | $45.8K | 1,128,325 | 0.0% |
| First Cash Financial Services Inc | COMMON STOCKS | 33767D105 | $38.4K | 530,324 | 0.0% |
| Wellcare Health Plans | COMMON STOCKS | 94946T106 | $35.8K | 151,544 | 0.0% |
| Harsco Corp(NVRI) | COMMON STOCKS | 415864107 | $35.2K | 1,772,432 | 0.0% |
| TPI Composites Inc(TPICQ) | COMMON STOCKS | 87266J104 | $34.2K | 1,390,790 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COMMON STOCKS | 670704105 | $33.8K | 682,313 | 0.0% |
| Five9 Inc(FIVN) | COMMON STOCKS | 338307101 | $33.2K | 759,916 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COMMON STOCKS | 298736109 | $32.1K | 313,730 | 0.0% |
| Globant SA(GLOB) | COMMON STOCKS | L44385109 | $31.1K | 551,449 | 0.0% |
| Ligand Pharmaceuticals(LGND) | COMMON STOCKS | 53220K504 | $29.8K | 219,803 | 0.0% |
| Knight-Swift Transportation(KNX) | COMMON STOCKS | 499049104 | $29.7K | 1,185,107 | 0.0% |
| Cyberark Software LTD EL | COMMON STOCKS | M2682V108 | $29.5K | 397,371 | 0.0% |
| Kinsale Capital Group Inc(KNSL) | COMMON STOCKS | 49714P108 | $29.4K | 529,738 | 0.0% |
| Grand Canyon Education Inc(LOPE) | COMMON STOCKS | 38526M106 | $29.2K | 303,968 | 0.0% |
| Amarin Corp PLC | COMMON STOCKS | 023111206 | $26.8K | 1,969,490 | 0.0% |
| Costar Group Inc(CSGP) | COMMON STOCKS | 22160N109 | $26.4K | 78,169 | 0.0% |
| Tabula Rasa Healthcare Inc | COMMON STOCKS | 873379101 | $26.3K | 412,100 | 0.0% |
| Hexcel Corp(HXL) | COMMON STOCKS | 428291108 | $24.8K | 432,281 | 0.0% |
| Laureate Education Inc(LAUR) | COMMON STOCKS | 518613203 | $24.5K | 1,607,796 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COMMON STOCKS | 69354M108 | $23.2K | 252,017 | 0.0% |
| Select Medical Holdings Corp(SEM) | COMMON STOCKS | 81619Q105 | $22.8K | 1,482,528 | 0.0% |
| Maxlinear Inc(MXL) | COMMON STOCKS | 57776J100 | $21.5K | 1,220,069 | 0.0% |
| Integrated Device Tech Inc | COMMON STOCKS | 458118106 | $21.4K | 442,737 | 0.0% |
| Stoneridge,inc(SRI) | COMMON STOCKS | 86183P102 | $20.5K | 831,201 | 0.0% |
| Rapid7 Inc(RPD) | COMMON STOCKS | 753422104 | $20.5K | 656,885 | 0.0% |
| Atlas AIR Worldwide Hldgs Inc(AAWWUSD) | COMMON STOCKS | 049164205 | $20.4K | 484,338 | 0.0% |
| WNS Holdings LTD ADR(WNSN) | COMMON STOCKS | 92932M101 | $19.4K | 469,735 | 0.0% |
| Orthofix Medical Inc(OFIX) | COMMON STOCKS | 68752M108 | $19.3K | 367,923 | 0.0% |
| LHC Group LLC(LHCGUSD) | COMMON STOCKS | 50187A107 | $19.3K | 205,689 | 0.0% |
| Tier REIT Inc | COMMON STOCKS | 88650V208 | $18.6K | 900,140 | 0.0% |
| Trueblue Inc(TBI) | COMMON STOCKS | 89785X101 | $18.5K | 831,774 | 0.0% |
| Vicor Corp(VICR) | COMMON STOCKS | 925815102 | $17.9K | 473,582 | 0.0% |
| Wright Medical Group NV | COMMON STOCKS | N96617118 | $17.9K | 656,200 | 0.0% |
| Webster Financial Corp(WBS) | COMMON STOCKS | 947890109 | $17.7K | 359,636 | 0.0% |
| Everbridge Inc(EVBGEUR) | COMMON STOCKS | 29978A104 | $17.3K | 305,382 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COMMON STOCKS | 875372203 | $17.3K | 454,368 | 0.0% |
| Vocera Communications Inc | COMMON STOCKS | 92857F107 | $16.9K | 428,200 | 0.0% |
| Asgn Inc(ASGN) | COMMON STOCKS | 00191U102 | $16.5K | 303,025 | 0.0% |
| Malibu Boats Inc(MBUU) | COMMON STOCKS | 56117J100 | $15.9K | 455,893 | 0.0% |