Q4 2018 Holdings
Filed 2019-02-12 | 218 holdings | $162.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chart Industries Inc(GTLS) | com | 16115Q308 | $32.5M | 499,843 | 20.1% |
| Addus Homecare Corp(ADUS) | com | 006739106 | $16.8M | 247,400 | 10.4% |
| Appian Corp(APPN) | com | 03782L101 | $13.6M | 510,143 | 8.4% |
| Cooper-Standard Holding(CPS) | com | 21676P103 | $11.7M | 187,900 | 7.2% |
| Burlington Stores Inc(BURL) | com | 122017106 | $10.5M | 64,408 | 6.5% |
| Brookdale Senior Living Inc(BKD) | com | 112463104 | $10.1M | 1,503,799 | 6.2% |
| Atricure Inc(ATRC) | com | 04963C209 | $9.1M | 297,171 | 5.6% |
| Collegium Pharmaceutical Inc(COLL) | com | 19459J104 | $7.8M | 456,036 | 4.8% |
| Chegg Inc(CHGG) | com | 163092109 | $7.2M | 253,962 | 4.5% |
| Amphastar Pharmaceuticals in(AMPH) | com | 03209R103 | $6.6M | 333,483 | 4.1% |
| Caci International Inc(CACI) | com | 127190304 | $5.4M | 37,753 | 3.4% |
| Caredx Inc(CDNA) | com | 14167L103 | $5.4M | 214,177 | 3.3% |
| ACI Worldwide Inc(ACIW) | com | 004498101 | $4.4M | 158,444 | 2.7% |
| Codexis Inc(CDXS) | com | 192005106 | $4.1M | 244,110 | 2.5% |
| Ciena Corp(CIEN) | com | 171779309 | $3.9M | 115,319 | 2.4% |
| Cavco Industries Inc(CVCO) | com | 149568107 | $3.8M | 29,230 | 2.4% |
| Axon Enterprise Inc(AXON) | com | 05464C101 | $3.1M | 69,823 | 1.9% |
| Advansix Inc(ASIX) | com | 00773T101 | $2.5M | 100,779 | 1.5% |
| Blackberry LTD(BB) | com | 09228F103 | $2.2M | 303,206 | 1.3% |
| Inter Parfums Inc(IPAR) | com | 458334109 | $28.2K | 430,479 | 0.0% |
| Ingevity Corp(NGVT) | com | 45688C107 | $24.8K | 295,947 | 0.0% |
| Evolent Health Inc(EVH) | com | 30050B101 | $24.1K | 1,209,535 | 0.0% |
| Mercury Systems Inc(MRCY) | com | 589378108 | $23.9K | 505,728 | 0.0% |
| Mellanox Technologies LTD | com | M51363113 | $20.5K | 222,383 | 0.0% |
| Playags Inc(AGS) | com | 72814N104 | $20.4K | 888,671 | 0.0% |
| Steven Madden LTD(SHOO) | com | 556269108 | $20.3K | 672,382 | 0.0% |
| Cardiovascular Systems Inc(CSIIEUR) | com | 141619106 | $19.4K | 681,284 | 0.0% |
| Ollie's Bargain Outlet Holding(OLLI) | com | 681116109 | $18.9K | 284,774 | 0.0% |
| NCR Corporation(VYX) | com | 62886E108 | $18.3K | 792,024 | 0.0% |
| Dycom Industries Inc(DY) | com | 267475101 | $18.0K | 332,257 | 0.0% |
| Five9 Inc(FIVN) | com | 338307101 | $17.8K | 407,939 | 0.0% |
| Tristate Capital Hldgs Inc | com | 89678F100 | $17.0K | 875,705 | 0.0% |
| Realpage Inc(RP) | com | 75606N109 | $16.6K | 344,402 | 0.0% |
| Rexnord Corp | com | 76169B102 | $16.5K | 718,659 | 0.0% |
| J2 Global Inc(ZD) | com | 48123V102 | $15.9K | 229,478 | 0.0% |
| Columbus Mckinnon Corp(CMCO) | com | 199333105 | $15.6K | 518,993 | 0.0% |
| Tactile Systems Technology I(TCMD) | com | 87357P100 | $15.4K | 337,574 | 0.0% |
| Altair Engineering Inc(ALTREUR) | com | 021369103 | $15.2K | 549,933 | 0.0% |
| Wingstop Inc(WING) | com | 974155103 | $14.8K | 231,121 | 0.0% |
| Propetro Holding Corp(PUMP) | com | 74347M108 | $14.8K | 1,198,152 | 0.0% |
| Sailpoint Technologies Holdi | com | 78781P105 | $14.8K | 627,940 | 0.0% |
| Sotheby's | com | 835898107 | $14.7K | 369,101 | 0.0% |
| Calavo Growers Inc(CVGW) | com | 128246105 | $14.7K | 200,919 | 0.0% |
| Mastec Inc(MTZ) | com | 576323109 | $14.5K | 358,278 | 0.0% |
| Inogen Inc(INGN) | com | 45780L104 | $14.5K | 116,799 | 0.0% |
| Amedisys Inc(AMED) | com | 023436108 | $13.9K | 119,059 | 0.0% |
| Cray Inc(CRAY) | com | 225223304 | $13.8K | 640,325 | 0.0% |
| James River Group Holdings L(JRVR) | com | G5005R107 | $13.4K | 366,763 | 0.0% |
| Korn Ferry(KFY) | com | 500643200 | $12.7K | 320,082 | 0.0% |
| National Vision Holdings Inc(EYE) | com | 63845R107 | $12.6K | 447,099 | 0.0% |