Q1 2016 Holdings
Filed 2016-05-12 | 225 holdings | $183.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores Inc(BURL) | com | 122017106 | $35.7M | 634,429 | 19.4% |
| Commvault Systems Inc(CVLT) | com | 204166102 | $17.0M | 392,954 | 9.2% |
| Cirrus Logic Inc(CRUS) | com | 172755100 | $16.8M | 461,475 | 9.1% |
| Charles River Laboratories(CRL) | com | 159864107 | $14.2M | 187,089 | 7.7% |
| Addus Homecare Corp(ADUS) | com | 006739106 | $12.8M | 741,754 | 6.9% |
| Atricure Inc(ATRC) | com | 04963C209 | $11.3M | 670,702 | 6.1% |
| Cadence Design SYS Inc(CDNS) | com | 127387108 | $10.7M | 454,032 | 5.8% |
| AMN Healthcare Services Inc(AMN) | com | 001744101 | $10.7M | 318,149 | 5.8% |
| Controladora Vuela CIA(VLRS) | adr | 21240E105 | $8.2M | 387,386 | 4.4% |
| Ceva Inc(CEVA) | com | 157210105 | $7.9M | 351,654 | 4.3% |
| Cooper-Standard Holding(CPS) | com | 21676P103 | $7.8M | 108,940 | 4.3% |
| Cross Country Healthcare Inc(CCRN) | com | 227483104 | $7.7M | 664,619 | 4.2% |
| Allscripts Healthcare Solution(MDRX) | com | 01988P108 | $6.8M | 511,330 | 3.7% |
| Axogen Inc(AXGN) | com | 05463X106 | $5.0M | 935,222 | 2.7% |
| Cerus Corp(CERS) | com | 157085101 | $4.9M | 825,596 | 2.7% |
| Angiodynamics Inc(ANGO) | com | 03475V101 | $4.4M | 355,341 | 2.4% |
| HMS Holdings Corp(HMSY) | com | 40425J101 | $35.3K | 2,461,819 | 0.0% |
| Steven Madden LTD(SHOO) | com | 556269108 | $33.3K | 897,940 | 0.0% |
| G-III Apparel Group LTD(GIII) | com | 36237H101 | $33.3K | 680,098 | 0.0% |
| Nxstage Medical Inc | com | 67072V103 | $30.5K | 2,034,300 | 0.0% |
| K2m Group Holdings Inc | com | 48273J107 | $30.0K | 2,024,745 | 0.0% |
| Casey's General Stores Inc(CASY) | com | 147528103 | $28.1K | 248,349 | 0.0% |
| Headwaters Inc | com | 42210P102 | $28.0K | 1,410,962 | 0.0% |
| Core-Mark Holding Co Inc(CORE) | com | 218681104 | $26.4K | 323,683 | 0.0% |
| Verifone Systems Inc | com | 92342Y109 | $26.1K | 922,942 | 0.0% |
| Broadsoft Inc | com | 11133B409 | $26.0K | 645,023 | 0.0% |
| Patterson-Uti Energy Inc(PTEN) | com | 703481101 | $24.4K | 1,384,505 | 0.0% |
| J2 Global Inc(ZD) | com | 48123V102 | $24.0K | 390,434 | 0.0% |
| Qlik Technologies Inc | com | 74733T105 | $23.3K | 807,086 | 0.0% |
| Granite Construction Inc(GVA) | com | 387328107 | $23.2K | 485,228 | 0.0% |
| Masonite International Corp(DOOREUR) | com | 575385109 | $22.9K | 349,869 | 0.0% |
| Microstrategy Inc(MSTR) | com | 594972408 | $22.8K | 126,643 | 0.0% |
| Proofpoint Inc(PFPT) | com | 743424103 | $20.9K | 389,412 | 0.0% |
| Home Bancshares Inc(HOMB) | com | 436893200 | $20.9K | 511,211 | 0.0% |
| Columbia Banking System Inc(COLB) | com | 197236102 | $20.3K | 677,056 | 0.0% |
| AAC Holdings Inc(AACH) | com | 000307108 | $20.0K | 1,013,029 | 0.0% |
| US Concrete Inc(USCR) | com | 90333L201 | $19.7K | 331,018 | 0.0% |
| Encore Wire Corp(WIREEUR) | com | 292562105 | $19.7K | 506,435 | 0.0% |
| Monotype Imaging Holdings in | com | 61022P100 | $19.4K | 810,841 | 0.0% |
| Realpage Inc(RP) | com | 75606N109 | $19.2K | 920,253 | 0.0% |
| Jack in the BOX Inc(JACK) | com | 466367109 | $18.9K | 296,673 | 0.0% |
| Inogen Inc(INGN) | com | 45780L104 | $18.8K | 418,736 | 0.0% |
| Abiomed Inc(ABMDEUR) | com | 003654100 | $18.8K | 197,883 | 0.0% |
| Dorman Products Inc(DORM) | com | 258278100 | $18.1K | 333,306 | 0.0% |
| Globus Medical Inc(GMED) | com | 379577208 | $18.1K | 762,444 | 0.0% |
| Healthcare Services Group(HCSG) | com | 421906108 | $17.7K | 481,982 | 0.0% |
| Silicon Laboratories Inc(SLAB) | com | 826919102 | $17.4K | 387,211 | 0.0% |
| Verint Systems Inc(VTY) | com | 92343X100 | $17.2K | 514,618 | 0.0% |
| OSI Systems Inc(OSIS) | com | 671044105 | $17.2K | 262,282 | 0.0% |
| John Bean Technologies Corp(JBTM) | com | 477839104 | $17.1K | 303,165 | 0.0% |