Q1 2020 Holdings
Filed 2020-05-15 | 98 holdings | $258.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bandwidth Inc(BAND) | COMMON STOCKS | 05988J103 | $48.6M | 721,870 | 18.8% |
| Charles RIV Laboratories Intl(CRL) | COMMON STOCKS | 159864107 | $48.2M | 381,603 | 18.6% |
| Chegg Inc(CHGG) | COMMON STOCKS | 163092109 | $36.0M | 1,005,668 | 13.9% |
| Acadia Pharmeuticals Inc(ACAD) | COMMON STOCKS | 004225108 | $24.9M | 590,364 | 9.6% |
| Clean Harbors Inc(CLH) | COMMON STOCKS | 184496107 | $23.6M | 460,604 | 9.1% |
| Addus Homecare Corp(ADUS) | COMMON STOCKS | 006739106 | $19.3M | 284,986 | 7.4% |
| Allscripts Healthcare Solutions(MDRX) | COMMON STOCKS | 01988P108 | $18.7M | 2,656,741 | 7.2% |
| Coherus Biosciences Inc(CHRS) | COMMON STOCKS | 19249H103 | $11.9M | 736,555 | 4.6% |
| Ciena Corp(CIEN) | COMMON STOCKS | 171779309 | $8.7M | 217,335 | 3.3% |
| Agios Pharmaceuticals Inc(AGIO) | COMMON STOCKS | 00847X104 | $8.3M | 234,738 | 3.2% |
| Chart Industries Inc(GTLS) | COMMON STOCKS | 16115Q308 | $6.1M | 210,831 | 2.4% |
| Advanced Micro Devices Inc(AMD) | COMMON STOCKS | 007903107 | $2.1M | 45,155 | 0.8% |
| Cadence Designs Systems(CDNS) | COMMON STOCKS | 127387108 | $567.0K | 8,582 | 0.2% |
| Akamai Technologies Inc(AKAM) | COMMON STOCKS | 00971T101 | $315.0K | 3,445 | 0.1% |
| Teladoc Health Inc(TDOC) | COMMON STOCKS | 87918A105 | $76.6K | 494,415 | 0.0% |
| Kinsale Capital Group Inc(KNSL) | COMMON STOCKS | 49714P108 | $67.8K | 648,753 | 0.0% |
| Tabula Rasa Healthcare Inc | COMMON STOCKS | 873379101 | $64.3K | 1,230,159 | 0.0% |
| Lumentum Holdings Inc(LITE) | COMMON STOCKS | 55024U109 | $56.2K | 762,995 | 0.0% |
| Inphi Corp(IPHI) | COMMON STOCKS | 45772F107 | $52.3K | 660,301 | 0.0% |
| Plug Power Inc(PLUG) | COMMON STOCKS | 72919P202 | $47.8K | 13,513,467 | 0.0% |
| Cogent Communications Holdings Inc(CCOI) | COMMON STOCKS | 19239V302 | $46.6K | 568,036 | 0.0% |
| Limelight Networks Inc | COMMON STOCKS | 53261M104 | $39.6K | 6,947,846 | 0.0% |
| LHC Group LLC(LHCGUSD) | COMMON STOCKS | 50187A107 | $35.4K | 252,276 | 0.0% |
| Vicor Corp(VICR) | COMMON STOCKS | 925815102 | $34.9K | 783,536 | 0.0% |
| Select Medical Holdings Corp(SEM) | COMMON STOCKS | 81619Q105 | $33.1K | 2,204,072 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COMMON STOCKS | 670704105 | $29.5K | 582,624 | 0.0% |
| Natera Inc(NTRA) | COMMON STOCKS | 632307104 | $29.2K | 979,176 | 0.0% |
| Piedmont Office Realty TRU(PDM) | COMMON STOCKS | 720190206 | $29.2K | 1,652,992 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COMMON STOCKS | 875372203 | $27.2K | 422,526 | 0.0% |
| Magnachip Semiconductor(MX) | COMMON STOCKS | 55933J203 | $26.7K | 2,415,214 | 0.0% |
| Bottomline Technologies de(EPAYEUR) | COMMON STOCKS | 101388106 | $24.5K | 667,925 | 0.0% |
| Anixter International Inc(AXE3EUR) | COMMON STOCKS | 035290105 | $23.8K | 270,798 | 0.0% |
| TFI International Inc(TFII) | COMMON STOCKS | 87241L109 | $23.6K | 1,068,379 | 0.0% |
| Kratos Defense & Security(KTOS) | COMMON STOCKS | 50077B207 | $23.1K | 1,671,517 | 0.0% |
| Knight-Swift Transportation(KNX) | COMMON STOCKS | 499049104 | $22.8K | 695,548 | 0.0% |
| Palomar Holdings Inc(PLMR) | COMMON STOCKS | 69753M105 | $22.8K | 391,866 | 0.0% |
| Fabrinet(FN) | COMMON STOCKS | G3323L100 | $22.6K | 414,410 | 0.0% |
| Freshpet Inc(FRPT) | COMMON STOCKS | 358039105 | $22.5K | 352,639 | 0.0% |
| QTS Realty Trust Inc(QTS) | COMMON STOCKS | 74736A103 | $22.1K | 380,911 | 0.0% |
| Integer Holdings Corp(ITGR) | COMMON STOCKS | 45826H109 | $21.2K | 337,915 | 0.0% |
| Innovative Industrial Proper(IIPR) | COMMON STOCKS | 45781V101 | $20.9K | 275,423 | 0.0% |
| Nice LTD(NSY) | COMMON STOCKS | 653656108 | $20.4K | 141,979 | 0.0% |
| Kulicke & Soffa Industries(KLIC) | COMMON STOCKS | 501242101 | $19.9K | 954,639 | 0.0% |
| Silicon Motion Tech Corp Spon ADR(SIMO) | COMMON STOCKS | 82706C108 | $19.9K | 542,959 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COMMON STOCKS | 03152W109 | $18.9K | 2,046,778 | 0.0% |
| Integra Lifesciences Holding(IART) | COMMON STOCKS | 457985208 | $18.1K | 406,141 | 0.0% |
| Cypress Semiconductor Corp(CYEUR) | COMMON STOCKS | 232806109 | $18.0K | 772,089 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COMMON STOCKS | 48576U106 | $17.1K | 888,284 | 0.0% |
| Dycom Industries Inc(DY) | COMMON STOCKS | 267475101 | $16.9K | 659,355 | 0.0% |
| Five9 Inc(FIVN) | COMMON STOCKS | 338307101 | $16.7K | 218,251 | 0.0% |