Q4 2018 Holdings
Filed 2019-02-14 | 329 holdings | $32.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Scotts Miracle GRO Co(SMG) | CL A | 810186106 | $597 | 9,711 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $597 | 12,548 | 0.0% |
| Dunkin Brands Group Inc(DNKN) | COM | 265504100 | $597 | 9,310 | 0.0% |
| Waddell & Reed Finl Inc(WDR) | CL A | 930059100 | $599 | 33,121 | 0.0% |
| Thor Inds Inc(THO) | COM | 885160101 | $606 | 11,646 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $607 | 7,237 | 0.0% |
| Tupperware Brands Corp(TUP) | COM | 899896104 | $609 | 19,292 | 0.0% |
| Domtar Corp(UFS) | COM NEW | 257559203 | $615 | 17,503 | 0.0% |
| LPL Finl Hldgs Inc(LPLA) | COM | 50212V100 | $620 | 10,143 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $622 | 6,903 | 0.0% |
| Momo Inc | ADR | 60879B107 | $632 | 26,610 | 0.0% |
| Grace W R & Co del New | COM | 38388F108 | $632 | 9,741 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $633 | 2,691 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $635 | 6,052 | 0.0% |
| 2U Inc | COM | 90214J101 | $642 | 12,907 | 0.0% |
| Firstenergy Corp(FE) | COM | 337932107 | $649 | 17,290 | 0.0% |
| Grubhub Inc | COM | 400110102 | $651 | 8,475 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $658 | 5,794 | 0.0% |
| Kla-Tencor Corp(KLAC) | COM | 482480100 | $667 | 7,448 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $670 | 11,483 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $684 | 7,655 | 0.0% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $685 | 8,907 | 0.0% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $695 | 14,561 | 0.0% |
| Evergy Inc(EVRG) | COM | 30034W106 | $710 | 12,502 | 0.0% |
| Entergy Corp New(ETR) | COM | 29364G103 | $710 | 8,246 | 0.0% |
| Ameren Corp(AEE) | COM | 023608102 | $711 | 10,906 | 0.0% |
| Lancaster Colony Corp(MZTI) | COM | 513847103 | $712 | 4,028 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $720 | 4,788 | 0.0% |
| Ingersoll-Rand PLC(IR) | SHS | G47791101 | $728 | 7,980 | 0.0% |
| Paccar Inc(PCAR) | COM | 693718108 | $730 | 12,768 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $735 | 2,510 | 0.0% |
| Omnicom Group Inc(OMC) | COM | 681919106 | $740 | 10,108 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $744 | 17,088 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $749 | 135,925 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $750 | 23,762 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $751 | 14,364 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $757 | 5,474 | 0.0% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $761 | 17,320 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $772 | 4,832 | 0.0% |
| Fidelity National Financial(FNF) | FNF GROUP COM | 31620R303 | $778 | 24,738 | 0.0% |
| Eversource Energy(ES) | COM | 30040W108 | $779 | 11,970 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $788 | 13,484 | 0.0% |
| Reliance Steel & Aluminum Co(RS) | COM | 759509102 | $792 | 11,122 | 0.0% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $794 | 13,299 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $820 | 9,219 | 0.0% |
| Assured Guaranty LTD(AGO) | COM | G0585R106 | $820 | 21,415 | 0.0% |
| Msci Inc(MSCI) | COM | 55354G100 | $824 | 5,586 | 0.0% |
| V F Corp(VFC) | COM | 918204108 | $835 | 11,704 | 0.0% |
| PPL Corp(PPL) | COM | 69351T106 | $844 | 29,792 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $844 | 4,738 | 0.0% |