Q2 2019 Holdings
Filed 2019-08-14 | 1378 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientifc(BSX) | COMMON STOCK | 101137107 | $410.3M | 9,545,382 | 31.7% |
| Alibaba GRP(BABA) | ADR | 01609W102 | $209.7M | 1,237,298 | 16.2% |
| Bright Horizons(BFAM) | COMMON STOCK | 109194100 | $99.9M | 661,981 | 7.7% |
| Cracker Barrel(CBRL) | COMMON STOCK | 22410J106 | $49.2M | 287,954 | 3.8% |
| Boot Barn Holdin(BOOT) | COMMON STOCK | 099406100 | $41.5M | 1,164,397 | 3.2% |
| Crocs Inc(CROX) | COMMON STOCK | 227046109 | $38.5M | 1,946,842 | 3.0% |
| Adobe Inc(ADBE) | COMMON STOCK | 00724F101 | $28.9M | 98,100 | 2.2% |
| Artisan Partne(APAM) | COMMON STOCK | 04316A108 | $25.1M | 910,343 | 1.9% |
| Biomarin Pharmac(BMRN) | COMMON STOCK | 09061G101 | $24.2M | 282,112 | 1.9% |
| Carmax Inc(KMX) | COMMON STOCK | 143130102 | $20.3M | 233,558 | 1.6% |
| Cubesmart(CUBE) | REIT | 229663109 | $18.8M | 563,402 | 1.5% |
| Conocophillips(COP) | COMMON STOCK | 20825C104 | $18.6M | 305,359 | 1.4% |
| BRP Inc -Sub V(DOO) | COMMON STOCK | 05577W200 | $17.4M | 485,192 | 1.3% |
| Alnylam Pharmace(ALNY) | COMMON STOCK | 02043Q107 | $17.0M | 234,539 | 1.3% |
| Darden Restauran(DRI) | COMMON STOCK | 237194105 | $15.6M | 127,769 | 1.2% |
| Conmed Corp(CNMD) | COMMON STOCK | 207410101 | $13.6M | 159,433 | 1.1% |
| Arcosa Inc(ACA) | COMMON STOCK | 039653100 | $12.0M | 317,820 | 0.9% |
| Callaway Golf Co(CALY) | COMMON STOCK | 131193104 | $11.5M | 667,316 | 0.9% |
| Charter Commun(CHTR) | COMMON STOCK | 16119P108 | $10.7M | 27,053 | 0.8% |
| Avantor Inc(AVTR) | COMMON STOCK | 05352A100 | $10.5M | 549,502 | 0.8% |
| Addus Homecare(ADUS) | COMMON STOCK | 006739106 | $10.2M | 136,239 | 0.8% |
| Charles River LA(CRL) | COMMON STOCK | 159864107 | $9.9M | 69,783 | 0.8% |
| America's Car-Ma(CRMT) | COMMON STOCK | 03062T105 | $9.0M | 104,366 | 0.7% |
| DXC Technology C(DXC) | COMMON STOCK | 23355L106 | $8.6M | 156,080 | 0.7% |
| AAR Corp(AIR) | COMMON STOCK | 000361105 | $8.3M | 226,256 | 0.6% |
| Autolus Therapeu(AUTL) | ADR | 05280R100 | $8.3M | 515,405 | 0.6% |
| Ally Financial I(ALLY) | COMMON STOCK | 02005N100 | $7.9M | 254,036 | 0.6% |
| Abbvie Inc(ABBV) | COMMON STOCK | 00287Y109 | $7.6M | 103,972 | 0.6% |
| Avanos Medical I(AVNS) | COMMON STOCK | 05350V106 | $7.5M | 171,064 | 0.6% |
| Bio-Rad Labs(BIO) | COMMON STOCK | 090572207 | $6.7M | 21,475 | 0.5% |
| Criteo SA(CRTO) | ADR | 226718104 | $6.3M | 368,564 | 0.5% |
| Costco Wholesale(COST) | COMMON STOCK | 22160K105 | $5.5M | 20,948 | 0.4% |
| Atricure Inc(ATRC) | COMMON STOCK | 04963C209 | $5.5M | 184,241 | 0.4% |
| Autodesk Inc(ADSK) | COMMON STOCK | 052769106 | $5.5M | 33,625 | 0.4% |
| Accuray Inc(ARAY) | COMMON STOCK | 004397105 | $5.4M | 1,397,648 | 0.4% |
| Cisco Systems(CSCO) | COMMON STOCK | 17275R102 | $5.3M | 97,133 | 0.4% |
| Axon Enterprise(AXON) | COMMON STOCK | 05464C101 | $5.3M | 82,756 | 0.4% |
| Antero Resources(AR) | COMMON STOCK | 03674X106 | $4.8M | 867,866 | 0.4% |
| Cbre Group Inc(CBRE) | COMMON STOCK | 12504L109 | $4.2M | 81,864 | 0.3% |
| Commvault System(CVLT) | COMMON STOCK | 204166102 | $3.9M | 78,218 | 0.3% |
| Constellation(STZ) | COMMON STOCK | 21036P108 | $3.7M | 18,681 | 0.3% |
| Corcept Thera(CORT) | COMMON STOCK | 218352102 | $3.4M | 303,504 | 0.3% |
| Axogen Inc(AXGN) | COMMON STOCK | 05463X106 | $3.1M | 155,570 | 0.2% |
| Boston Beer(SAM) | COMMON STOCK | 100557107 | $2.9M | 7,703 | 0.2% |
| Akamai Technolog(AKAM) | COMMON STOCK | 00971T101 | $2.8M | 35,125 | 0.2% |
| Biogen Inc(BIIB) | COMMON STOCK | 09062X103 | $2.8M | 11,906 | 0.2% |
| Dana Inc(DAN) | COMMON STOCK | 235825205 | $2.7M | 133,554 | 0.2% |
| Burlington Store(BURL) | COMMON STOCK | 122017106 | $2.6M | 15,295 | 0.2% |
| ADV Micro Device(AMD) | COMMON STOCK | 007903107 | $2.6M | 85,242 | 0.2% |
| Cbiz Inc(CBZ) | COMMON STOCK | 124805102 | $2.2M | 110,896 | 0.2% |