Q4 2016 Holdings
Filed 2017-02-10 | 233 holdings | $206.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Maxlinear Inc(MXL) | com | 57776J100 | $24.4K | 1,118,699 | 0.0% |
| Inogen Inc(INGN) | com | 45780L104 | $25.5K | 379,781 | 0.0% |
| Forum Energy Technologies(FETUSD) | com | 34984V100 | $25.5K | 1,160,499 | 0.0% |
| Granite Construction Inc(GVA) | com | 387328107 | $25.8K | 468,574 | 0.0% |
| Mellanox Technologies LTD | com | M51363113 | $26.3K | 642,073 | 0.0% |
| LHC Group Inc(LHCGUSD) | com | 50187A107 | $27.0K | 590,691 | 0.0% |
| Realpage Inc(RP) | com | 75606N109 | $27.4K | 913,686 | 0.0% |
| Ollie's Bargain Outlet Holding(OLLI) | com | 681116109 | $27.6K | 969,505 | 0.0% |
| Dycom Industries Inc(DY) | com | 267475101 | $27.7K | 344,751 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | com | 073685109 | $28.2K | 611,885 | 0.0% |
| Broadsoft Inc | com | 11133B409 | $28.6K | 693,811 | 0.0% |
| Steven Madden LTD(SHOO) | com | 556269108 | $29.1K | 814,391 | 0.0% |
| HMS Holdings Corp(HMSY) | com | 40425J101 | $30.1K | 1,657,900 | 0.0% |
| Bancorpsouth Inc | com | 059692103 | $31.4K | 1,012,135 | 0.0% |
| J2 Global Inc(ZD) | com | 48123V102 | $34.6K | 423,345 | 0.0% |
| K2m Group Holdings Inc | com | 48273J107 | $35.3K | 1,762,630 | 0.0% |
| Nxstage Medical Inc | com | 67072V103 | $35.8K | 1,367,027 | 0.0% |
| Align Technology Inc(ALGN) | com | 016255101 | $245.0K | 2,544 | 0.1% |
| Ciena Corp(CIEN) | com | 171779309 | $250.0K | 10,228 | 0.1% |
| Cooper-Standard Holding(CPS) | com | 21676P103 | $2.0M | 19,704 | 1.0% |
| BOX Inc(BOX) | com | 10316T104 | $3.8M | 275,498 | 1.9% |
| Connectone Bancorp Inc(CNOB) | com | 20786W107 | $5.1M | 198,376 | 2.5% |
| Cross Country Healthcare Inc(CCRN) | com | 227483104 | $6.5M | 417,019 | 3.2% |
| AMN Healthcare Services Inc(AMN) | com | 001744101 | $7.5M | 194,995 | 3.6% |
| Ceva Inc(CEVA) | com | 157210105 | $8.2M | 243,917 | 4.0% |
| Allscripts Healthcare Solution(MDRX) | com | 01988P108 | $8.2M | 804,898 | 4.0% |
| Axogen Inc(AXGN) | com | 05463X106 | $8.3M | 921,239 | 4.0% |
| Atricure Inc(ATRC) | com | 04963C209 | $12.2M | 622,683 | 5.9% |
| Caci International Inc(CACI) | com | 127190304 | $16.3M | 131,075 | 7.9% |
| Addus Homecare Corp(ADUS) | com | 006739106 | $19.6M | 558,277 | 9.5% |
| Cirrus Logic Inc(CRUS) | com | 172755100 | $23.0M | 406,917 | 11.2% |
| Commvault Systems Inc(CVLT) | com | 204166102 | $40.3M | 784,642 | 19.6% |
| Burlington Stores Inc(BURL) | com | 122017106 | $42.5M | 500,977 | 20.6% |