Q1 2019 Holdings
Filed 2019-04-24 | 104 holdings | $54.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Addus HomeCare Corporation(ADUS) | COM | 006739106 | $9.0M | 141,768 | 16.6% |
| Bandwidth Inc(BAND) | COM | 05988J103 | $7.5M | 111,757 | 13.8% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $7.2M | 525,848 | 13.2% |
| AppFolio Inc(APPF) | COM | 03783C100 | $6.6M | 83,504 | 12.2% |
| Cryoport Inc(CYRX) | COM | 229050307 | $6.5M | 505,334 | 12.0% |
| BlackLine Inc(BL) | COM | 09239B109 | $6.1M | 131,226 | 11.2% |
| Canada Goose Holdings Inc(GOOS) | COM | 135086106 | $6.0M | 124,300 | 11.0% |
| CareDx Inc(CDNA) | COM | 14167L103 | $4.9M | 154,132 | 8.9% |
| Alteryx Inc(AYXEUR) | COM | 02156B103 | $9.6K | 114,451 | 0.0% |
| Benefitfocus Inc(BNFTEUR) | COM | 08180D106 | $9.5K | 192,684 | 0.0% |
| Mercury Systems Inc(MRCY) | COM | 589378108 | $9.4K | 146,791 | 0.0% |
| West Pharmaceutical Services I(WST) | COM | 955306105 | $9.3K | 84,506 | 0.0% |
| Cubic Corp(CUBUSD) | COM | 229669106 | $9.2K | 163,158 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $9.0K | 222,946 | 0.0% |
| LendingTree Inc(TREE) | COM | 52603B107 | $8.9K | 25,422 | 0.0% |
| Air Transport Services Group I(ATSG*) | COM | 00922R105 | $8.9K | 387,602 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $8.8K | 167,113 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $8.6K | 153,521 | 0.0% |
| Houlihan Lokey Inc(HLI) | COM | 441593100 | $8.5K | 185,771 | 0.0% |
| Moelis & Co(MC) | COM | 60786M105 | $8.5K | 203,999 | 0.0% |
| Evolent Health Inc(EVH) | COM | 30050B101 | $8.4K | 667,999 | 0.0% |
| Repligen Corp(RGEN) | COM | 759916109 | $8.3K | 141,097 | 0.0% |
| Tabula Rasa Healthcare Inc | COM | 873379101 | $8.3K | 147,614 | 0.0% |
| Evercore Inc(EVR) | COM | 29977A105 | $8.3K | 90,837 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $8.3K | 86,848 | 0.0% |
| Stemline Therapeutics Inc | COM | 85858C107 | $8.2K | 639,582 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $8.1K | 108,092 | 0.0% |
| PDC Energy Inc(PDCEUSD) | COM | 69327R101 | $8.1K | 197,924 | 0.0% |
| Casey's General Stores Inc(CASY) | COM | 147528103 | $8.0K | 62,482 | 0.0% |
| Floor & Decor Holdings Inc(FND) | COM | 339750101 | $8.0K | 193,140 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $8.0K | 98,388 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $7.9K | 111,459 | 0.0% |
| Granite Construction Inc(GVA) | COM | 387328107 | $7.9K | 182,752 | 0.0% |
| Matador Resources Co(MTDR) | COM | 576485205 | $7.7K | 397,044 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $7.6K | 151,074 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $7.6K | 68,870 | 0.0% |
| Spirit Airlines Inc(SAVEEUR) | COM | 848577102 | $7.6K | 142,878 | 0.0% |
| Rogers Corp(ROG) | COM | 775133101 | $7.5K | 47,420 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $7.5K | 131,258 | 0.0% |
| Yext Inc(YEXT) | COM | 98585N106 | $7.5K | 343,763 | 0.0% |
| National Vision Holdings Inc(EYE) | COM | 63845R107 | $7.5K | 238,811 | 0.0% |
| Wix com Ltd(WIX) | COM | M98068105 | $7.5K | 62,100 | 0.0% |
| United Community Banks Inc(UCB) | COM | 90984P303 | $7.5K | 300,393 | 0.0% |
| Globant SA(GLOB) | COM | L44385109 | $7.5K | 104,650 | 0.0% |
| WNS Holdings Ltd(WNSN) | COM | 92932M101 | $7.5K | 140,067 | 0.0% |
| Saia Inc(SAIA) | COM | 78709Y105 | $7.5K | 122,061 | 0.0% |
| Century Communities Inc(CCS) | COM | 156504300 | $7.5K | 311,150 | 0.0% |
| Silicon Laboratories Inc(SLAB) | COM | 826919102 | $7.4K | 91,666 | 0.0% |
| Wright Medical Group NV | COM | N96617118 | $7.4K | 234,241 | 0.0% |
| Mimecast Ltd | COM | G14838109 | $7.3K | 154,203 | 0.0% |