Q2 2020 Holdings
Filed 2020-08-13 | 88 holdings | $55.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Outfront Media Inc | COM | 69007J106 | $1.9K | 132,825 | 0.0% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $2.0K | 233,062 | 0.0% |
| Advanced Drain SYS Inc del(WMS) | COM | 00790R104 | $2.1K | 43,100 | 0.0% |
| Bio-Techne Corp(TECH) | COM | 09073M104 | $2.2K | 8,257 | 0.0% |
| United Rentals Inc(URI) | COM | 911363109 | $2.2K | 14,880 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $2.3K | 17,098 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $2.3K | 13,108 | 0.0% |
| Mobile Mini Inc | COM | 60740F105 | $2.4K | 82,117 | 0.0% |
| Mueller WTR Prods Inc(MWA) | COM SER A | 624758108 | $2.6K | 278,499 | 0.0% |
| Health Catalyst Inc(HCAT) | COM | 42225T107 | $2.7K | 94,183 | 0.0% |
| Rogers Corp(ROG) | COM | 775133101 | $2.7K | 22,060 | 0.0% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $2.8K | 35,836 | 0.0% |
| Vocera Communications Inc | COM | 92857F107 | $2.9K | 134,413 | 0.0% |
| Monro Inc(MNRO) | COM | 610236101 | $3.1K | 56,432 | 0.0% |
| IAA Inc(IAA-WUSD) | COM | 449253103 | $3.1K | 80,911 | 0.0% |
| Model N Inc(MODNEUR) | COM | 607525102 | $3.2K | 91,831 | 0.0% |
| Upwork Inc(UPWK) | COM | 91688F104 | $3.3K | 227,187 | 0.0% |
| Generac Hldgs Inc(GNRC) | COM | 368736104 | $3.4K | 28,114 | 0.0% |
| Middleby Corp(MIDD) | COM | 596278101 | $3.5K | 43,816 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $3.5K | 49,352 | 0.0% |
| Quaker Chem Corp(KWR) | COM | 747316107 | $3.5K | 18,777 | 0.0% |
| GMS Inc(GMS1EUR) | COM | 36251C103 | $3.5K | 142,516 | 0.0% |
| Tabula Rasa Healthcare Inc | COM | 873379101 | $3.6K | 66,037 | 0.0% |
| Willscot Corp | COM | 971375126 | $3.6K | 296,252 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $3.6K | 137,559 | 0.0% |
| Choice Hotels Intl Inc(CHH) | COM | 169905106 | $3.7K | 46,392 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $3.7K | 139,889 | 0.0% |
| Hanger Inc | COM NEW | 41043F208 | $3.7K | 225,568 | 0.0% |
| National Vision Hldgs Inc(EYE) | COM | 63845R107 | $3.8K | 125,291 | 0.0% |
| Watts Water Technologies Inc(WTS) | CL A | 942749102 | $3.9K | 47,822 | 0.0% |
| Trinet Group Inc(TNET) | COM | 896288107 | $4.0K | 65,061 | 0.0% |
| Neogen Corp(NEOG) | COM | 640491106 | $4.0K | 51,296 | 0.0% |
| Grocery Outlet Hldg Corp(GO) | COM | 39874R101 | $4.0K | 98,104 | 0.0% |
| Esco Technologies Inc(ESE) | COM | 296315104 | $4.0K | 47,426 | 0.0% |
| Quotient Technology Inc(QUOTUSD) | COM | 749119103 | $4.1K | 561,163 | 0.0% |
| Ingevity Corp(NGVT) | COM | 45688C107 | $4.1K | 78,265 | 0.0% |
| RBC Bearings Inc(RBC) | COM | 75524B104 | $4.2K | 31,673 | 0.0% |
| Albany Intl Corp(AIN) | CL A | 012348108 | $4.3K | 73,679 | 0.0% |
| Trupanion Inc(TRUP) | COM | 898202106 | $4.5K | 105,119 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $4.6K | 54,161 | 0.0% |
| SLM Corp(SLM) | COM | 78442P106 | $4.7K | 666,692 | 0.0% |
| Cantel MED Corp(CMD) | COM | 138098108 | $5.0K | 112,224 | 0.0% |
| Landstar SYS Inc(LSTR) | COM | 515098101 | $5.2K | 46,124 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $5.2K | 27,332 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $5.3K | 71,705 | 0.0% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $5.3K | 109,727 | 0.0% |
| Radnet Inc(RDNT) | COM | 750491102 | $5.3K | 334,574 | 0.0% |
| Univar Solutions Inc(UNVREUR) | COM | 91336L107 | $5.3K | 314,917 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $5.4K | 60,796 | 0.0% |
| Firstcash Inc | COM | 33767D105 | $5.5K | 81,365 | 0.0% |