Q4 2018 Holdings
Filed 2019-02-14 | 1579 holdings | $620.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadence Design(CDNS) | COMMON STOCK | 127387108 | $58.6M | 1,346,643 | 9.4% |
| Bright Horizons(BFAM) | COMMON STOCK | 109194100 | $51.9M | 465,336 | 8.4% |
| Boston Scientifc(BSX) | COMMON STOCK | 101137107 | $44.4M | 1,255,703 | 7.2% |
| Cracker Barrel(CBRL) | COMMON STOCK | 22410J106 | $33.4M | 208,751 | 5.4% |
| Charter Commun(CHTR) | COMMON STOCK | 16119P108 | $32.8M | 115,186 | 5.3% |
| DR Horton Inc(DHI) | COMMON STOCK | 23331A109 | $31.0M | 893,599 | 5.0% |
| Axogen Inc(AXGN) | COMMON STOCK | 05463X106 | $29.5M | 1,445,465 | 4.8% |
| Abbvie Inc(ABBV) | COMMON STOCK | 00287Y109 | $24.0M | 260,013 | 3.9% |
| Crocs Inc(CROX) | COMMON STOCK | 227046109 | $23.2M | 891,949 | 3.7% |
| BRP Inc -Sub V(DOO) | COMMON STOCK | 05577W200 | $23.1M | 892,880 | 3.7% |
| Callaway Golf Co(CALY) | COMMON STOCK | 131193104 | $21.8M | 1,425,270 | 3.5% |
| Adobe Inc(ADBE) | COMMON STOCK | 00724F101 | $20.0M | 88,573 | 3.2% |
| Cbre Group Inc(CBRE) | COMMON STOCK | 12504L109 | $18.4M | 459,981 | 3.0% |
| Boot Barn Holdin(BOOT) | COMMON STOCK | 099406100 | $15.3M | 896,455 | 2.5% |
| Artisan Partne(APAM) | COMMON STOCK | 04316A108 | $13.2M | 598,519 | 2.1% |
| Conmed Corp(CNMD) | COMMON STOCK | 207410101 | $10.3M | 160,222 | 1.7% |
| American Homes(AMH) | REIT | 02665T306 | $9.2M | 465,311 | 1.5% |
| AMN Healthcare(AMN) | COMMON STOCK | 001744101 | $9.1M | 161,133 | 1.5% |
| Corcept Thera(CORT) | COMMON STOCK | 218352102 | $7.7M | 573,836 | 1.2% |
| Dana Inc(DAN) | COMMON STOCK | 235825205 | $7.3M | 536,091 | 1.2% |
| Avanos Medical I(AVNS) | COMMON STOCK | 05350V106 | $7.0M | 155,837 | 1.1% |
| Bausch Health Co(BHC) | COMMON STOCK | 071734107 | $6.8M | 368,526 | 1.1% |
| Accuray Inc(ARAY) | COMMON STOCK | 004397105 | $5.9M | 1,736,839 | 1.0% |
| Corp Office Prop(CDP) | REIT | 22002T108 | $5.0M | 236,722 | 0.8% |
| Conocophillips(COP) | COMMON STOCK | 20825C104 | $4.8M | 77,746 | 0.8% |
| Anika Therapeuti(ANIK) | COMMON STOCK | 035255108 | $4.5M | 134,333 | 0.7% |
| Corecivic Inc(CXW) | REIT | 21871N101 | $4.3M | 242,450 | 0.7% |
| Ciena Corp(CIEN) | COMMON STOCK | 171779309 | $4.0M | 117,417 | 0.6% |
| Autolus Therapeu(AUTL) | ADR | 05280R100 | $4.0M | 120,442 | 0.6% |
| Conduent Inc(CNDT) | COMMON STOCK | 206787103 | $3.9M | 363,987 | 0.6% |
| Coeur Mining Inc(CDE) | COMMON STOCK | 192108504 | $3.8M | 846,226 | 0.6% |
| Biogen Inc(BIIB) | COMMON STOCK | 09062X103 | $3.4M | 11,421 | 0.6% |
| Axon Enterprise(AXON) | COMMON STOCK | 05464C101 | $3.4M | 78,177 | 0.6% |
| ADV Micro Device(AMD) | COMMON STOCK | 007903107 | $3.2M | 174,923 | 0.5% |
| Darden Restauran(DRI) | COMMON STOCK | 237194105 | $3.2M | 32,083 | 0.5% |
| Cbiz Inc(CBZ) | COMMON STOCK | 124805102 | $3.1M | 158,560 | 0.5% |
| Cisco Systems(CSCO) | COMMON STOCK | 17275R102 | $3.1M | 70,697 | 0.5% |
| Akebia Therapeut(AKBA) | COMMON STOCK | 00972D105 | $3.0M | 533,941 | 0.5% |
| Camping World(CWH) | COMMON STOCK | 13462K109 | $2.9M | 252,084 | 0.5% |
| Autozone Inc(AZO) | COMMON STOCK | 053332102 | $2.8M | 3,352 | 0.5% |
| Alibaba GRP(BABA) | ADR | 01609W102 | $2.8M | 20,400 | 0.5% |
| Biomarin Pharmac(BMRN) | COMMON STOCK | 09061G101 | $2.7M | 31,573 | 0.4% |
| Allscripts Healt(MDRX) | COMMON STOCK | 01988P108 | $2.6M | 271,880 | 0.4% |
| Connectone Banco(CNOB) | COMMON STOCK | 20786W107 | $2.2M | 118,359 | 0.4% |
| Bio-Rad Labs(BIO) | COMMON STOCK | 090572207 | $2.1M | 9,196 | 0.3% |
| Casella Waste(CWST) | COMMON STOCK | 147448104 | $2.0M | 68,884 | 0.3% |
| Asure Software I(ASUR) | COMMON STOCK | 04649U102 | $2.0M | 385,945 | 0.3% |
| Bancorp Inc(TBBK) | COMMON STOCK | 05969A105 | $2.0M | 246,287 | 0.3% |
| Criteo SA(CRTO) | ADR | 226718104 | $1.8M | 80,069 | 0.3% |
| Cubesmart(CUBE) | REIT | 229663109 | $1.8M | 62,646 | 0.3% |