Q1 2019 Holdings
Filed 2019-05-13 | 181 holdings | $156.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chart Industries Inc(GTLS) | com | 16115Q308 | $33.2M | 366,256 | 21.2% |
| Appian Corp(APPN) | com | 03782L101 | $20.3M | 588,600 | 12.9% |
| Caci International Inc(CACI) | com | 127190304 | $10.5M | 57,492 | 6.7% |
| Addus Homecare Corp(ADUS) | com | 006739106 | $10.4M | 162,793 | 6.6% |
| Brookdale Senior Living Inc(BKD) | com | 112463104 | $9.7M | 1,477,421 | 6.2% |
| Casella Waste Systems Inc(CWST) | com | 147448104 | $9.6M | 270,374 | 6.1% |
| Atricure Inc(ATRC) | com | 04963C209 | $7.7M | 288,249 | 4.9% |
| Burlington Stores Inc(BURL) | com | 122017106 | $6.9M | 44,210 | 4.4% |
| Caredx Inc(CDNA) | com | 14167L103 | $6.9M | 219,052 | 4.4% |
| Chegg Inc(CHGG) | com | 163092109 | $6.3M | 165,934 | 4.0% |
| Axon Enterprise Inc(AXON) | com | 05464C101 | $5.5M | 101,801 | 3.5% |
| Amphastar Pharmaceuticals in(AMPH) | com | 03209R103 | $5.4M | 264,004 | 3.4% |
| Apyx Medical Corp(APYX) | com | 03837C106 | $4.4M | 704,606 | 2.8% |
| Collegium Pharmaceutical Inc(COLL) | com | 19459J104 | $4.3M | 281,666 | 2.7% |
| Axogen Inc(AXGN) | com | 05463X106 | $3.9M | 186,613 | 2.5% |
| Codexis Inc(CDXS) | com | 192005106 | $3.8M | 183,830 | 2.4% |
| Appfolio Inc(APPF) | com | 03783C100 | $3.3M | 42,089 | 2.1% |
| Agilysys Inc(AGYS) | com | 00847J105 | $2.5M | 116,004 | 1.6% |
| Cooper-Standard Holding(CPS) | com | 21676P103 | $630.0K | 13,415 | 0.4% |
| Inter Parfums Inc(IPAR) | com | 458334109 | $28.1K | 370,457 | 0.0% |
| Propetro Holding Corp(PUMP) | com | 74347M108 | $26.4K | 1,173,197 | 0.0% |
| Ingevity Corp(NGVT) | com | 45688C107 | $24.9K | 235,520 | 0.0% |
| Ollie's Bargain Outlet Holding(OLLI) | com | 681116109 | $23.8K | 278,702 | 0.0% |
| Altair Engineering Inc(ALTREUR) | com | 021369103 | $22.6K | 612,983 | 0.0% |
| Sanderson Farms Inc | com | 800013104 | $22.5K | 170,997 | 0.0% |
| Avalara Inc(AVLRUSD) | com | 05338G106 | $22.4K | 401,459 | 0.0% |
| Steven Madden LTD(SHOO) | com | 556269108 | $22.3K | 659,586 | 0.0% |
| NCR Corporation(VYX) | com | 62886E108 | $21.2K | 778,258 | 0.0% |
| Realpage Inc(RP) | com | 75606N109 | $20.4K | 335,381 | 0.0% |
| Cardiovascular Systems Inc(CSIIEUR) | com | 141619106 | $19.8K | 512,656 | 0.0% |
| J2 Global Inc(ZD) | com | 48123V102 | $19.5K | 225,100 | 0.0% |
| Brink's Co(BCO) | com | 109696104 | $18.5K | 245,218 | 0.0% |
| Evolent Health Inc(EVH) | com | 30050B101 | $18.2K | 1,446,870 | 0.0% |
| Five9 Inc(FIVN) | com | 338307101 | $18.2K | 343,917 | 0.0% |
| Sailpoint Technologies Holdi | com | 78781P105 | $17.6K | 613,942 | 0.0% |
| Wingstop Inc(WING) | com | 974155103 | $17.1K | 225,437 | 0.0% |
| Mastec Inc(MTZ) | com | 576323109 | $16.9K | 351,121 | 0.0% |
| Mercury Systems Inc(MRCY) | com | 589378108 | $16.8K | 262,105 | 0.0% |
| Calavo Growers Inc(CVGW) | com | 128246105 | $16.6K | 197,422 | 0.0% |
| Eplus Inc(PLUS) | com | 294268107 | $16.4K | 185,753 | 0.0% |
| Dycom Industries Inc(DY) | com | 267475101 | $16.4K | 357,578 | 0.0% |
| Novanta Inc(NOVT) | com | 67000B104 | $15.0K | 177,196 | 0.0% |
| MKS Instruments Inc(MKSI) | com | 55306N104 | $14.8K | 158,552 | 0.0% |
| Playags Inc(AGS) | com | 72814N104 | $14.6K | 612,128 | 0.0% |
| LHC Group Inc(LHCGUSD) | com | 50187A107 | $14.6K | 131,445 | 0.0% |
| Argo Group International | com | G0464B107 | $14.4K | 204,107 | 0.0% |
| James River Group Holdings L(JRVR) | com | G5005R107 | $14.4K | 359,779 | 0.0% |
| Korn Ferry(KFY) | com | 500643200 | $14.1K | 314,574 | 0.0% |
| Tactile Systems Technology I(TCMD) | com | 87357P100 | $13.8K | 262,251 | 0.0% |
| National Vision Holdings Inc(EYE) | com | 63845R107 | $13.8K | 438,873 | 0.0% |