Q4 2018 Holdings
Filed 2019-01-15 | 55 holdings | $30.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alarm.com(ALRM) | COM | 011642105 | $11.1M | 214,486 | 37.0% |
| Boot Barn, Holdings(BOOT) | COM | 099406100 | $7.5M | 442,630 | 25.1% |
| Chegg Inc.(CHGG) | COM | 163092109 | $6.0M | 210,940 | 19.9% |
| Construction Partners, Inc(ROAD) | COM | 21044C107 | $5.0M | 561,028 | 16.5% |
| LHC Group(LHCGUSD) | COM | 50187A107 | $17.3K | 184,002 | 0.1% |
| Realpage Inc(RP) | COM | 75606N109 | $16.9K | 351,377 | 0.1% |
| Dorman Products Inc(DORM) | COM | 258278100 | $16.6K | 183,982 | 0.1% |
| Icon PLC(ICLR) | COM | G4705A100 | $16.2K | 125,339 | 0.1% |
| Epam Systems Inc(EPAM) | COM | 29414B104 | $15.6K | 134,786 | 0.1% |
| Grand Canyon Education(LOPE) | COM | 38526M106 | $15.5K | 161,330 | 0.1% |
| Omnicell Inc.(OMCL) | COM | 68213N109 | $14.1K | 229,699 | 0.0% |
| Healthcare Services Group Inc.(HCSG) | COM | 421906108 | $13.6K | 339,321 | 0.0% |
| Nv5 Global Inc.(NVEEUSD) | COM | 62945V109 | $13.6K | 224,938 | 0.0% |
| Carbonite Inc.(CARBUSD) | COM | 141337105 | $13.2K | 522,303 | 0.0% |
| Envestnet Inc.(ENVUSD) | COM | 29404K106 | $12.4K | 251,571 | 0.0% |
| Logmein Inc. | COM | 54142L109 | $11.9K | 146,365 | 0.0% |
| Monro Inc.(MNRO) | COM | 610236101 | $11.9K | 173,491 | 0.0% |
| Biotelemetry Inc.(BEATEUR) | COM | 090672106 | $11.9K | 198,962 | 0.0% |
| Bio-Techne Corp(TECH) | COM | 09073M104 | $11.4K | 78,719 | 0.0% |
| Monolithic Power Systems Inc.(MPWR) | COM | 609839105 | $11.3K | 97,339 | 0.0% |
| Littelfuse, Inc.(LFUS) | COM | 537008104 | $11.1K | 64,465 | 0.0% |
| Virtusa Corp. | COM | 92827P102 | $10.3K | 242,582 | 0.0% |
| Duluth Trading Company(DLTH) | COM | 26443V101 | $10.3K | 407,337 | 0.0% |
| Independent Bank Group Inc.(IBTXUSD) | COM | 45384B106 | $9.8K | 213,261 | 0.0% |
| Ultimate Software Group Inc. | COM | 90385D107 | $9.7K | 39,620 | 0.0% |
| Five Below Inc.(FIVE) | COM | 33829M101 | $9.6K | 94,165 | 0.0% |
| Descartes Systems Group(DSGX) | COM | 249906108 | $9.6K | 363,977 | 0.0% |
| Medidata Solutions | COM | 58471A105 | $9.6K | 141,792 | 0.0% |
| Tyler Technology Inc.(TYL) | COM | 902252105 | $9.4K | 50,734 | 0.0% |
| Gentherm Inc(THRM) | COM | 37253A103 | $9.3K | 233,164 | 0.0% |
| Cambrex Corporation(CBM) | COM | 132011107 | $8.6K | 227,401 | 0.0% |
| Kornit Digital(KRNT) | COM | M6372Q113 | $8.4K | 449,280 | 0.0% |
| Qualys Inc.(QLYS) | COM | 74758T303 | $8.3K | 111,092 | 0.0% |
| Willdan Group, Inc(WLDN) | COM | 96924N100 | $8.3K | 236,360 | 0.0% |
| Wageworks Inc.(WAGE) | COM | 930427109 | $8.2K | 302,298 | 0.0% |
| Grubhub Inc. | COM | 400110102 | $8.2K | 106,275 | 0.0% |
| Lemaitre Vascular Inc.(LMAT) | COM | 525558201 | $8.0K | 336,409 | 0.0% |
| Exlservice Holdings, Inc.(EXLS) | COM | 302081104 | $7.6K | 143,990 | 0.0% |
| LKQ Corp(LKQ) | COM | 501889208 | $7.4K | 312,137 | 0.0% |
| Ollie's Bargain Outlet(OLLI) | COM | 681116109 | $7.1K | 106,810 | 0.0% |
| Heska Corporation(HSKAEUR) | COM | 42805E306 | $7.0K | 80,743 | 0.0% |
| Echo Global Logistics(ECHO1EUR) | COM | 27875T101 | $6.9K | 338,200 | 0.0% |
| Neogenomics(NEO) | COM | 64049M209 | $6.5K | 518,568 | 0.0% |
| Ligand Pharmaceuticals(LGND) | COM | 53220K504 | $6.5K | 47,652 | 0.0% |
| Cantel Medical Corp(CMD) | COM | 138098108 | $5.6K | 75,668 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $5.0K | 79,574 | 0.0% |
| Quotient Technology(QUOTUSD) | COM | 749119103 | $4.6K | 428,658 | 0.0% |
| Repligen Corporation(RGEN) | COM | 759916109 | $4.5K | 85,637 | 0.0% |
| Spartan Motors, Inc | COM | 846819100 | $4.2K | 578,847 | 0.0% |
| Techtarget, Inc.(EFT) | COM | 87874R100 | $3.7K | 305,759 | 0.0% |