Q1 2019 Holdings
Filed 2019-05-14 | 105 holdings | $253.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chart Industries Inc(GTLS) | COMMON STOCKS | 16115Q308 | $47.8M | 528,457 | 18.9% |
| Charles RIV Laboratories Intl(CRL) | COMMON STOCKS | 159864107 | $47.4M | 326,175 | 18.7% |
| Chegg Inc(CHGG) | COMMON STOCKS | 163092109 | $36.1M | 946,986 | 14.3% |
| Conmed Corp(CNMD) | COMMON STOCKS | 207410101 | $35.9M | 432,012 | 14.2% |
| ACI Worldwide Inc(ACIW) | COMMON STOCKS | 004498101 | $33.5M | 1,018,613 | 13.2% |
| Agios Pharmaceuticals Inc(AGIO) | COMMON STOCKS | 00847X104 | $14.2M | 210,376 | 5.6% |
| Caredx Inc(CDNA) | COMMON STOCKS | 14167L103 | $13.7M | 435,886 | 5.4% |
| Bandwidth Inc(BAND) | COMMON STOCKS | 05988J103 | $11.0M | 164,374 | 4.3% |
| Atricure Inc(ATRC) | COMMON STOCKS | 04963C209 | $10.5M | 393,385 | 4.2% |
| Advanced Micro Devices Inc(AMD) | COMMON STOCKS | 007903107 | $715.0K | 28,000 | 0.3% |
| AIR Canada(ACDVF) | COMMON STOCKS | 008911877 | $603.0K | 25,000 | 0.2% |
| Biotelemetry Inc(BEATEUR) | COMMON STOCKS | 090672106 | $59.8K | 954,906 | 0.0% |
| Eldorado Resort(ERIEUR) | COMMON STOCKS | 28470R102 | $59.6K | 1,276,219 | 0.0% |
| Sage Therapeuti(SG7) | COMMON STOCKS | 78667J108 | $55.7K | 350,368 | 0.0% |
| First Cash Financial Services Inc | COMMON STOCKS | 33767D105 | $44.3K | 511,603 | 0.0% |
| Amarin Corp PLC | COMMON STOCKS | 023111206 | $42.7K | 2,055,726 | 0.0% |
| Globant SA(GLOB) | COMMON STOCKS | L44385109 | $40.5K | 567,843 | 0.0% |
| Mastec Inc(MTZ) | COMMON STOCKS | 576323109 | $40.1K | 834,245 | 0.0% |
| Wellcare Health Plans | COMMON STOCKS | 94946T106 | $39.4K | 146,222 | 0.0% |
| Five9 Inc(FIVN) | COMMON STOCKS | 338307101 | $38.6K | 731,141 | 0.0% |
| TPI Composites Inc(TPICQ) | COMMON STOCKS | 87266J104 | $37.7K | 1,317,969 | 0.0% |
| Kinsale Capital Group Inc(KNSL) | COMMON STOCKS | 49714P108 | $36.0K | 525,317 | 0.0% |
| Grand Canyon Education Inc(LOPE) | COMMON STOCKS | 38526M106 | $35.8K | 313,007 | 0.0% |
| Costar Group Inc(CSGP) | COMMON STOCKS | 22160N109 | $35.0K | 75,016 | 0.0% |
| Harsco Corp(NVRI) | COMMON STOCKS | 415864107 | $34.3K | 1,702,566 | 0.0% |
| Cyberark Software LTD EL | COMMON STOCKS | M2682V108 | $32.6K | 274,157 | 0.0% |
| LHC Group LLC(LHCGUSD) | COMMON STOCKS | 50187A107 | $32.2K | 290,356 | 0.0% |
| Rapid7 Inc(RPD) | COMMON STOCKS | 753422104 | $31.8K | 628,446 | 0.0% |
| Tabula Rasa Healthcare Inc | COMMON STOCKS | 873379101 | $30.9K | 548,030 | 0.0% |
| Knight-Swift Transportation(KNX) | COMMON STOCKS | 499049104 | $29.1K | 889,172 | 0.0% |
| Select Medical Holdings Corp(SEM) | COMMON STOCKS | 81619Q105 | $27.9K | 1,981,225 | 0.0% |
| Lumentum Holdings Inc(LITE) | COMMON STOCKS | 55024U109 | $27.2K | 480,305 | 0.0% |
| Medifast Inc(MED) | COMMON STOCKS | 58470H101 | $26.2K | 205,206 | 0.0% |
| Macrogenics Inc(MGNX) | COMMON STOCKS | 556099109 | $25.9K | 1,443,196 | 0.0% |
| WNS Holdings LTD ADR(WNSN) | COMMON STOCKS | 92932M101 | $25.0K | 469,627 | 0.0% |
| Tier REIT Inc | COMMON STOCKS | 88650V208 | $24.0K | 837,463 | 0.0% |
| Merit Medical Systems(MMSI) | COMMON STOCKS | 589889104 | $23.9K | 386,661 | 0.0% |
| Orthofix Medical Inc(OFIX) | COMMON STOCKS | 68752M108 | $23.4K | 414,618 | 0.0% |
| Zumiez Inc(ZUMZ) | COMMON STOCKS | 989817101 | $23.1K | 928,207 | 0.0% |
| Laureate Education Inc(LAUR) | COMMON STOCKS | 518613203 | $23.1K | 1,541,817 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COMMON STOCKS | 875372203 | $22.5K | 353,708 | 0.0% |
| Hexcel Corp(HXL) | COMMON STOCKS | 428291108 | $22.3K | 322,464 | 0.0% |
| Everbridge Inc(EVBGEUR) | COMMON STOCKS | 29978A104 | $22.1K | 294,983 | 0.0% |
| Euronet Worldwide Inc(EEFT) | COMMON STOCKS | 298736109 | $21.8K | 153,178 | 0.0% |
| Wright Medical Group NV | COMMON STOCKS | N96617118 | $21.2K | 675,204 | 0.0% |
| Tellurian Inc(TELLEUR) | COMMON STOCKS | 87968A104 | $19.9K | 1,772,717 | 0.0% |
| Stoneridge,inc(SRI) | COMMON STOCKS | 86183P102 | $19.8K | 687,278 | 0.0% |
| Innovative Industrial Proper(IIPR) | COMMON STOCKS | 45781V101 | $19.4K | 237,047 | 0.0% |
| Encore Wire Corp(WIREEUR) | COMMON STOCKS | 292562105 | $19.0K | 332,089 | 0.0% |
| Paylocity Holding Corp(PCTY) | COMMON STOCKS | 70438V106 | $18.8K | 210,890 | 0.0% |