Q4 2019 Holdings
Filed 2020-02-12 | 356 holdings | $2.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Etsy Inc(ETSY) | COM | 29786A106 | $97.0K | 2,189,168 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $98.2K | 475,372 | 0.0% |
| Veracyte Inc(VCYT) | COM | 92337F107 | $99.7K | 3,569,401 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $101.2K | 2,098,956 | 0.0% |
| National Instrs Corp | COM | 636518102 | $101.2K | 2,389,605 | 0.0% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $103.1K | 1,113,771 | 0.0% |
| Rogers Corp(ROG) | COM | 775133101 | $105.9K | 848,901 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $106.2K | 981,703 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $107.0K | 769,285 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $107.7K | 1,976,525 | 0.0% |
| Globant S A(GLOB) | COM | L44385109 | $108.8K | 1,025,701 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $109.4K | 826,296 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $110.0K | 644,837 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $110.6K | 1,422,767 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $111.1K | 968,249 | 0.0% |
| Planet Fitness Inc(PLNT) | CL A | 72703H101 | $112.1K | 1,500,864 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $112.3K | 6,331,530 | 0.0% |
| Perspecta Inc(PRSP) | COM | 715347100 | $114.4K | 4,325,776 | 0.0% |
| Encore Cap Group Inc(ECPG) | COM | 292554102 | $117.5K | 3,323,897 | 0.0% |
| Canadian PAC RY LTD | COM | 13645T100 | $118.6K | 465,204 | 0.0% |
| Signature BK New York N Y(SBNY) | COM | 82669G104 | $121.6K | 890,052 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $122.8K | 1,371,165 | 0.0% |
| Ollies Bargain Outlt Hldgs I(OLLI) | COM | 681116109 | $123.6K | 1,892,527 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $126.0K | 2,897,547 | 0.0% |
| Siteone Landscape Supply Inc(SITE) | COM | 82982L103 | $127.1K | 1,402,542 | 0.0% |
| Firstservice Corp New(FSV) | COM | 33767E202 | $127.7K | 1,372,158 | 0.0% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $127.7K | 1,968,038 | 0.0% |
| Virtu Finl Inc(VIRT) | CL A | 928254101 | $129.8K | 8,114,972 | 0.0% |
| Cboe Global Markets Inc(CBOE) | COM | 12503M108 | $135.6K | 1,129,865 | 0.0% |
| Healthcare Svcs GRP Inc(HCSG) | COM | 421906108 | $138.2K | 5,681,592 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $139.8K | 603,340 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $139.9K | 22,861,876 | 0.0% |
| Credicorp LTD(BAP) | COM | G2519Y108 | $147.5K | 691,944 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $147.8K | 1,416,850 | 0.0% |
| Avalara Inc(AVLRUSD) | COM | 05338G106 | $148.1K | 2,021,605 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $148.3K | 926,038 | 0.0% |
| Jones Lang Lasalle Inc(JLL) | COM | 48020Q107 | $148.3K | 852,026 | 0.0% |
| Ritchie Bros Auctioneers(RBAGBP) | COM | 767744105 | $156.3K | 3,638,033 | 0.0% |
| Steris PLC(STE) | SHS USD | G8473T100 | $162.9K | 1,068,697 | 0.0% |
| Firstcash Inc | COM | 33767D105 | $164.4K | 2,038,996 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $164.7K | 551,433 | 0.0% |
| Hdfc Bank LTD(HDB) | SPONSORED ADS | 40415F101 | $167.7K | 2,646,745 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $173.1K | 7,249,072 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $178.6K | 1,070,154 | 0.0% |
| Aspen Technology Inc(AZPNUSD) | COM | 045327103 | $180.9K | 1,495,493 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $182.1K | 869,277 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $182.1K | 1,641,564 | 0.0% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $182.3K | 4,550,094 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $184.0K | 1,676,665 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $185.4K | 2,729,626 | 0.0% |