Q1 2019 Holdings
Filed 2019-05-15 | 388 holdings | $396.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holding(BABA) | ADR | 01609W102 | $133.3M | 730,854 | 33.7% |
| Argenx SE(ARGX) | ADR | 04016X101 | $40.7M | 325,930 | 10.3% |
| Bandwidth Inc(BAND) | COM | 05988J103 | $26.4M | 394,877 | 6.7% |
| Caredx Inc(CDNA) | COM | 14167L103 | $24.1M | 765,912 | 6.1% |
| Ascendis Pharma A/S(ASND) | ADR | 04351P101 | $20.1M | 170,865 | 5.1% |
| Boot Barn Holdings Inc(BOOT) | COM | 099406100 | $19.0M | 646,810 | 4.8% |
| Crocs Inc(CROX) | COM | 227046109 | $18.2M | 707,325 | 4.6% |
| Codexis Inc(CDXS) | COM | 192005106 | $13.6M | 662,656 | 3.4% |
| DMC Global Inc(BOOM) | COM | 23291C103 | $10.8M | 217,903 | 2.7% |
| Biolife Solutions Inc(BLFS) | COM | 09062W204 | $9.4M | 522,621 | 2.4% |
| Controladora Vuela CIA(VLRS) | ADR | 21240E105 | $9.2M | 1,084,082 | 2.3% |
| Casella Waste Systems Inc(CWST) | COM | 147448104 | $7.3M | 203,955 | 1.8% |
| Chefs' Warehouse Inc(CHEF) | COM | 163086101 | $7.2M | 230,609 | 1.8% |
| Century Casinos Inc(CNTY) | COM | 156492100 | $5.8M | 638,239 | 1.5% |
| Bloom Energy Corp(BE) | COM | 093712107 | $5.8M | 445,335 | 1.5% |
| Canada Goose Holdings-w/I(GOOS) | ADR | 135086106 | $5.6M | 117,117 | 1.4% |
| Ameresco Inc(AMRC) | COM | 02361E108 | $5.4M | 331,230 | 1.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $4.1M | 106,436 | 1.0% |
| Altice USA Inc(OPTU) | COM | 02156K103 | $4.1M | 188,609 | 1.0% |
| Cerus Corp(CERS) | COM | 157085101 | $3.4M | 550,837 | 0.9% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $3.1M | 34,207 | 0.8% |
| Bright Horizons Family Solut(BFAM) | COM | 109194100 | $3.1M | 24,157 | 0.8% |
| Boston Beer Company Inc(SAM) | COM | 100557107 | $2.9M | 9,747 | 0.7% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $1.7M | 31,159 | 0.4% |
| American Homes 4 Rent(AMH) | COM | 02665T306 | $1.5M | 67,000 | 0.4% |
| Cubesmart(CUBE) | COM | 229663109 | $1.5M | 47,000 | 0.4% |
| Callaway Golf Company(CALY) | COM | 131193104 | $1.3M | 84,193 | 0.3% |
| Baozun Inc-Spn ADR(BZUN) | ADR | 06684L103 | $1.2M | 28,660 | 0.3% |
| Cryoport Inc(CYRX) | COM | 229050307 | $996.0K | 77,100 | 0.3% |
| Constellation Brands Inc(STZ) | COM | 21036P108 | $653.0K | 3,724 | 0.2% |
| Advanced Micro Devices(AMD) | COM | 007903107 | $414.0K | 16,220 | 0.1% |
| DR Horton Inc(DHI) | COM | 23331A109 | $387.0K | 9,363 | 0.1% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $379.0K | 7,018 | 0.1% |
| Addus Homecare Corp(ADUS) | COM | 006739106 | $305.0K | 4,800 | 0.1% |
| CGI Inc(GIB) | ADR | 12532H104 | $275.0K | 4,000 | 0.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $241.0K | 3,741 | 0.1% |
| Cummins Inc(CMI) | COM | 231021106 | $208.0K | 1,315 | 0.1% |
| Champions Oncology Inc(CSBR) | COM | 15870P307 | $194.0K | 19,797 | 0.0% |
| Taiwan Semiconductor(TSM) | ADR | 874039100 | $127.2K | 3,106,313 | 0.0% |
| Hdfc Bank LTD(HDB) | ADR | 40415F101 | $84.1K | 725,845 | 0.0% |
| Icici Bank LTD(IBN) | ADR | 45104G104 | $73.0K | 6,368,323 | 0.0% |
| Petroleo Brasileiro S.A.(PBR) | ADR | 71654V408 | $45.0K | 2,823,692 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $44.1K | 1,808,579 | 0.0% |
| Credicorp LTD(BAP) | ADR | G2519Y108 | $36.9K | 153,937 | 0.0% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $36.7K | 488,684 | 0.0% |
| Fluidigm Corp(LAB) | COM | 34385P108 | $33.5K | 2,522,943 | 0.0% |
| Liberty Media Corp-Liberty(FWONKUSD) | COM | 531229854 | $33.3K | 950,986 | 0.0% |
| Nike Inc(NKE) | COM | 654106103 | $32.5K | 386,359 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $31.4K | 603,974 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM | 875372203 | $30.7K | 483,719 | 0.0% |