Q1 2017 Holdings
Filed 2017-05-11 | 226 holdings | $221.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Burlington Stores Inc(BURL) | com | 122017106 | $40.9M | 420,536 | 18.5% |
| Commvault Systems Inc(CVLT) | com | 204166102 | $38.9M | 766,082 | 17.6% |
| Cirrus Logic Inc(CRUS) | com | 172755100 | $31.2M | 513,926 | 14.1% |
| BOX Inc(BOX) | com | 10316T104 | $24.3M | 1,486,932 | 10.9% |
| Addus Homecare Corp(ADUS) | com | 006739106 | $17.5M | 547,935 | 7.9% |
| Caci International Inc(CACI) | com | 127190304 | $13.8M | 117,657 | 6.2% |
| Axogen Inc(AXGN) | com | 05463X106 | $9.2M | 880,681 | 4.2% |
| Allscripts Healthcare Solution(MDRX) | com | 01988P108 | $9.1M | 721,052 | 4.1% |
| Ceva Inc(CEVA) | com | 157210105 | $8.3M | 232,760 | 3.7% |
| Axon Enterprise Inc(AXON) | com | 05464C101 | $7.6M | 333,347 | 3.4% |
| Atricure Inc(ATRC) | com | 04963C209 | $6.4M | 332,082 | 2.9% |
| Connectone Bancorp Inc(CNOB) | com | 20786W107 | $6.0M | 249,387 | 2.7% |
| Cross Country Healthcare Inc(CCRN) | com | 227483104 | $5.7M | 398,226 | 2.6% |
| Ciena Corp(CIEN) | com | 171779309 | $230.0K | 9,747 | 0.1% |
| Align Technology Inc(ALGN) | com | 016255101 | $207.0K | 1,804 | 0.1% |
| K2m Group Holdings Inc | com | 48273J107 | $35.2K | 1,717,716 | 0.0% |
| J2 Global Inc(ZD) | com | 48123V102 | $35.1K | 418,094 | 0.0% |
| Ollie's Bargain Outlet Holding(OLLI) | com | 681116109 | $35.1K | 1,047,054 | 0.0% |
| Mellanox Technologies LTD | com | M51363113 | $34.7K | 681,634 | 0.0% |
| Dycom Industries Inc(DY) | com | 267475101 | $33.1K | 356,026 | 0.0% |
| HMS Holdings Corp(HMSY) | com | 40425J101 | $32.9K | 1,620,105 | 0.0% |
| Maxlinear Inc(MXL) | com | 57776J100 | $31.7K | 1,129,173 | 0.0% |
| Steven Madden LTD(SHOO) | com | 556269108 | $31.0K | 803,204 | 0.0% |
| Forum Energy Technologies(FETUSD) | com | 34984V100 | $30.5K | 1,471,501 | 0.0% |
| Ingevity Corp(NGVT) | com | 45688C107 | $30.3K | 497,639 | 0.0% |
| Granite Construction Inc(GVA) | com | 387328107 | $29.9K | 596,399 | 0.0% |
| Inogen Inc(INGN) | com | 45780L104 | $29.1K | 375,100 | 0.0% |
| Bancorpsouth Inc | com | 059692103 | $28.7K | 948,886 | 0.0% |
| Verint Systems Inc(VTY) | com | 92343X100 | $28.0K | 646,636 | 0.0% |
| Broadsoft Inc | com | 11133B409 | $27.3K | 678,921 | 0.0% |
| Nxstage Medical Inc | com | 67072V103 | $27.1K | 1,011,828 | 0.0% |
| MKS Instruments Inc(MKSI) | com | 55306N104 | $26.1K | 380,333 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | com | 073685109 | $25.3K | 515,420 | 0.0% |
| Masonite International Corp(DOOREUR) | com | 575385109 | $25.2K | 318,573 | 0.0% |
| Gibraltar Industries Inc(ROCK) | com | 374689107 | $24.4K | 591,035 | 0.0% |
| Cardiovascular Systems Inc(CSIIEUR) | com | 141619106 | $24.3K | 860,449 | 0.0% |
| Mercury Systems Inc(MRCY) | com | 589378108 | $23.9K | 611,903 | 0.0% |
| LHC Group Inc(LHCGUSD) | com | 50187A107 | $23.6K | 438,269 | 0.0% |
| Teladoc Inc(TDOC) | com | 87918A105 | $23.5K | 939,498 | 0.0% |
| Microstrategy Inc(MSTR) | com | 594972408 | $21.3K | 113,375 | 0.0% |
| Bank of the Ozarks | com | 063904106 | $20.2K | 388,546 | 0.0% |
| Matador Resources Co(MTDR) | com | 576485205 | $19.5K | 820,691 | 0.0% |
| Tutor Perini Corp(TPC) | com | 901109108 | $19.4K | 609,291 | 0.0% |
| Patterson-Uti Energy Inc(PTEN) | com | 703481101 | $19.2K | 791,475 | 0.0% |
| Imperva Inc | com | 45321L100 | $19.1K | 466,363 | 0.0% |
| Realpage Inc(RP) | com | 75606N109 | $19.0K | 545,757 | 0.0% |
| Almost Family Inc | com | 020409108 | $19.0K | 391,688 | 0.0% |
| Home Bancshares Inc(HOMB) | com | 436893200 | $18.6K | 686,657 | 0.0% |
| Neogen Corp(NEOG) | com | 640491106 | $18.4K | 280,079 | 0.0% |
| Healthequity Inc(HQY) | com | 42226A107 | $18.3K | 429,962 | 0.0% |