Q4 2019 Holdings
Filed 2020-02-14 | 22 holdings | $163.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Five9 Inc(FIVN) | COM | 338307101 | $21.1K | 322,400 | 13.0% |
| Grand Canyon ED Inc(LOPE) | COM | 38526M106 | $18.4K | 192,350 | 11.3% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $15.6K | 133,050 | 9.6% |
| American Tower Corp New(AMT) | COM | 03027X100 | $15.5K | 67,545 | 9.5% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $11.8K | 122,800 | 7.2% |
| PJT Partners Inc(PJT) | COM CL A | 69343T107 | $10.4K | 230,150 | 6.4% |
| OSI Systems Inc(OSIS) | COM | 671044105 | $9.8K | 97,150 | 6.0% |
| Pool Corporation(POOL) | COM | 73278L105 | $9.8K | 46,050 | 6.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $7.6K | 127,900 | 4.7% |
| Cinemark Holdings Inc(CNK) | COM | 17243V102 | $6.9K | 203,300 | 4.2% |
| Orthopediatrics Corp(KIDS) | COM | 68752L100 | $6.7K | 143,250 | 4.1% |
| Techtarget Inc(EFT) | COM | 87874R100 | $6.7K | 255,750 | 4.1% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $4.4K | 86,900 | 2.7% |
| Euronet Worldwide Inc(EEFT) | COM | 298736109 | $4.0K | 25,550 | 2.5% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $3.7K | 51,150 | 2.3% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $3.6K | 199,400 | 2.2% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $2.9K | 194,450 | 1.8% |
| Container Store Group Inc(TCSUSD) | COM | 210751103 | $1.5K | 357,850 | 0.9% |
| Smart Global Hldgs Inc(PENG) | SHS | G8232Y101 | $1.2K | 32,150 | 0.7% |
| Steelcase Inc(GJB) | CL A | 858155203 | $499 | 24,400 | 0.3% |
| National Cinemedia Inc | COM | 635309107 | $449 | 61,650 | 0.3% |
| Truecar Inc(5TC) | COM | 89785L107 | $243 | 51,150 | 0.1% |