Q1 2019 Holdings
Filed 2019-05-13 | 336 holdings | $38.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sabre Corp(SABR) | COM | 78573M104 | $441 | 20,631 | 0.0% |
| Crane Co(CR1USD) | COM | 224399105 | $442 | 5,225 | 0.0% |
| Tupperware Brands Corp(TUP) | COM | 899896104 | $443 | 17,303 | 0.0% |
| Hasbro Inc(HAS) | COM | 418056107 | $443 | 5,206 | 0.0% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $445 | 4,513 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $452 | 8,716 | 0.0% |
| ITT Inc(ITT) | COM | 45073V108 | $453 | 7,811 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $454 | 5,415 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $455 | 2,735 | 0.0% |
| Smucker J M Co(SJM) | COM NEW | 832696405 | $456 | 3,912 | 0.0% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $465 | 9,864 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $470 | 7,575 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $472 | 1,954 | 0.0% |
| LCI Inds(LCII) | COM | 50189K103 | $473 | 6,156 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $475 | 9,864 | 0.0% |
| Wiley John & Sons Inc(WLY) | CL A | 968223206 | $477 | 10,779 | 0.0% |
| Momo Inc | ADR | 60879B107 | $478 | 12,512 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $481 | 4,462 | 0.0% |
| Meridian Bioscience Inc(MR4) | COM | 589584101 | $482 | 27,353 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $483 | 7,192 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $496 | 5,449 | 0.0% |
| Brightsphere Investmnt GRP P | SHS | G1644T109 | $498 | 36,730 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $498 | 3,587 | 0.0% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $500 | 4,753 | 0.0% |
| Pinnacle West Cap Corp(PNW) | COM | 723484101 | $501 | 5,242 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $501 | 16,631 | 0.0% |
| UGI Corp New(UGI) | COM | 902681105 | $503 | 9,070 | 0.0% |
| Grubhub Inc | COM | 400110102 | $504 | 7,256 | 0.0% |
| Brady Corp(BRC) | CL A | 104674106 | $504 | 10,857 | 0.0% |
| Luminex Corp del | COM | 55027E102 | $505 | 21,963 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $509 | 95,580 | 0.0% |
| Waddell & Reed Finl Inc(WDR) | CL A | 930059100 | $514 | 29,724 | 0.0% |
| Amdocs LTD(DOX) | SHS | G02602103 | $519 | 9,590 | 0.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $523 | 14,221 | 0.0% |
| NIC Inc | COM | 62914B100 | $524 | 30,651 | 0.0% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $525 | 10,729 | 0.0% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $527 | 6,551 | 0.0% |
| Brinker Intl Inc(EAT) | COM | 109641100 | $528 | 11,891 | 0.0% |
| Kellogg Co(KEL) | COM | 487836108 | $535 | 9,316 | 0.0% |
| Pool Corporation(POOL) | COM | 73278L105 | $536 | 3,250 | 0.0% |
| Bemis Co Inc | COM | 081437105 | $538 | 9,695 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $543 | 3,658 | 0.0% |
| Louisiana PAC Corp(LPX) | COM | 546347105 | $543 | 22,258 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $544 | 6,302 | 0.0% |
| Cohen & Steers Inc(CNS) | COM | 19247A100 | $544 | 12,858 | 0.0% |
| American Eagle Outfitters in(AEO) | COM | 02553E106 | $547 | 24,691 | 0.0% |
| Liberty Ppty TR | SH BEN INT | 531172104 | $557 | 11,508 | 0.0% |
| Flowers Foods Inc(FLO) | COM | 343498101 | $558 | 26,154 | 0.0% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $560 | 12,507 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $564 | 4,525 | 0.0% |