Q1 2019 Holdings
Filed 2019-05-07 | 314 holdings | $48.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crocs Inc(CROX) | COM | 227046109 | $2.2M | 86,524 | 4.6% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $2.3M | 18,749 | 4.7% |
| Commvault Systems Inc(CVLT) | COM | 204166102 | $2.7M | 41,100 | 5.5% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $2.8M | 9,409 | 5.7% |
| Corecivic Inc(CXW) | COM | 21871N101 | $2.8M | 143,531 | 5.8% |
| Chegg Inc(CHGG) | COM | 163092109 | $2.8M | 73,500 | 5.8% |
| Caci Intl Inc(CACI) | CL A | 127190304 | $2.9M | 15,839 | 6.0% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $2.9M | 42,052 | 6.0% |
| Arrowhead Pharmaceuticals Inc(ARWR) | COM | 04280A100 | $3.0M | 161,839 | 6.1% |
| Cargurus Inc Class A(CARG) | COM CL | 141788109 | $3.0M | 75,275 | 6.2% |
| Chart Inds Inc PAR $0.01(GTLS) | COM PAR $0.01 | 16115Q308 | $3.1M | 34,028 | 6.4% |
| Boot Barn Holdings Inc(BOOT) | COM | 099406100 | $3.3M | 113,217 | 6.9% |
| Dana Incorporated(DAN) | COM | 235825205 | $3.4M | 193,222 | 7.1% |
| Conmed Corporation(CNMD) | COM | 207410101 | $3.5M | 41,897 | 7.2% |