Q2 2018 Holdings
Filed 2018-08-09 | 123 holdings | $83.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| AMN Healthcare Services Inc(AMN) | COM | 001744101 | $18.1M | 309,286 | 21.7% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $14.9M | 61,023 | 17.8% |
| Burlington Stores Inc(BURL) | COM | 122017106 | $11.5M | 76,423 | 13.8% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $10.1M | 46,045 | 12.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $7.9M | 243,046 | 9.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $7.8M | 189,819 | 9.3% |
| Cummins Inc(CMI) | COM | 231021106 | $5.3M | 39,492 | 6.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $3.4M | 10,076 | 4.1% |
| Baozun Inc(BZUN) | SPONSORED ADR | 06684L103 | $2.9M | 52,403 | 3.4% |
| Cooper STD Hldgs Inc(CPS) | COM | 21676P103 | $390.0K | 2,981 | 0.5% |
| Masimo Corp(MASI) | COM | 574795100 | $26.0K | 265,812 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $25.7K | 22,748 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.5K | 15,010 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $23.4K | 533,534 | 0.0% |
| Ameris Bancorp(ABCB) | COM | 03076K108 | $23.0K | 431,943 | 0.0% |
| Trex Co Inc(TREX) | COM | 89531P105 | $23.0K | 368,170 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $22.9K | 240,894 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $22.9K | 284,646 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $22.9K | 555,552 | 0.0% |
| Applied Indl Technologies in(AIT) | COM | 03820C105 | $22.0K | 312,964 | 0.0% |
| Horizon Pharma PLC | SHS | G4617B105 | $21.8K | 1,315,149 | 0.0% |
| Green DOT Corp(GDOT) | CL A | 39304D102 | $21.5K | 293,458 | 0.0% |
| Carbonite Inc(CARBUSD) | COM | 141337105 | $21.0K | 602,912 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $20.8K | 166,252 | 0.0% |
| KMG Chemicals Inc | COM | 482564101 | $20.8K | 281,860 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $20.7K | 349,260 | 0.0% |
| Qualys Inc(QLYS) | COM | 74758T303 | $20.1K | 238,825 | 0.0% |
| Diplomat Pharmacy Inc(DPLOEUR) | COM | 25456K101 | $20.0K | 783,983 | 0.0% |
| Saia Inc(SAIA) | COM | 78709Y105 | $20.0K | 247,576 | 0.0% |
| Firstcash Inc | COM | 33767D105 | $19.9K | 221,751 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $19.8K | 147,936 | 0.0% |
| Rush Enterprises Inc(RUSHA) | CL A | 781846209 | $19.7K | 454,989 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $19.7K | 466,834 | 0.0% |
| Virtusa Corp | COM | 92827P102 | $19.4K | 398,295 | 0.0% |
| Generac Hldgs Inc(GNRC) | COM | 368736104 | $19.4K | 374,315 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $19.3K | 167,658 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $19.3K | 225,235 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $18.9K | 260,798 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $18.7K | 90,254 | 0.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $18.7K | 539,952 | 0.0% |
| Repligen Corp(RGEN) | COM | 759916109 | $18.6K | 396,088 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $18.4K | 134,774 | 0.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $17.8K | 350,036 | 0.0% |
| Koppers Holdings Inc(KOP) | COM | 50060P106 | $17.6K | 458,921 | 0.0% |
| AT Home Group Inc(HOME) | COM | 04650Y100 | $17.4K | 445,262 | 0.0% |
| Petiq Inc(PETQEUR) | COM CL A | 71639T106 | $17.4K | 648,272 | 0.0% |
| Eagle Bancorp Inc MD(EGBN) | COM | 268948106 | $17.4K | 283,445 | 0.0% |
| Realpage Inc(RP) | COM | 75606N109 | $17.2K | 312,623 | 0.0% |
| Merit MED SYS Inc(MMSI) | COM | 589889104 | $17.1K | 333,735 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $17.0K | 127,998 | 0.0% |