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 |
|---|---|---|---|---|---|
| Lancaster Colony Corp(MZTI) | COM | 513847103 | $565 | 3,609 | 0.0% |
| 2U Inc | COM | 90214J101 | $570 | 8,048 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $572 | 16,460 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $579 | 2,924 | 0.0% |
| Factset Resh SYS Inc(FDS) | COM | 303075105 | $579 | 2,333 | 0.0% |
| Carters Inc(CRI) | COM | 146229109 | $585 | 5,802 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $588 | 15,570 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $592 | 7,406 | 0.0% |
| CMS Energy Corp(CMS) | COM | 125896100 | $606 | 10,914 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $611 | 15,524 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $615 | 22,848 | 0.0% |
| Progress Software Corp(PRGS) | COM | 743312100 | $621 | 13,997 | 0.0% |
| Centerpoint Energy Inc(CNP) | COM | 15189T107 | $622 | 20,276 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $622 | 7,517 | 0.0% |
| Dunkin Brands Group Inc(DNKN) | COM | 265504100 | $626 | 8,335 | 0.0% |
| Federal Realty Invt TR(FRTEUR) | SH BEN INT NEW | 313747206 | $627 | 4,552 | 0.0% |
| American WTR WKS Co Inc New(AWK) | COM | 030420103 | $628 | 6,028 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $629 | 25,374 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $631 | 7,427 | 0.0% |
| LPL Finl Hldgs Inc(LPLA) | COM | 50212V100 | $633 | 9,094 | 0.0% |
| Thor Inds Inc(THO) | COM | 885160101 | $651 | 10,436 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $655 | 59,430 | 0.0% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $656 | 12,791 | 0.0% |
| Parker Hannifin Corp(PH) | COM | 701094104 | $658 | 3,836 | 0.0% |
| MSC Indl Direct Inc(MSM) | CL A | 553530106 | $660 | 7,978 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $673 | 5,988 | 0.0% |
| Grace W R & Co del New | COM | 38388F108 | $681 | 8,732 | 0.0% |
| Scotts Miracle GRO Co(SMG) | CL A | 810186106 | $683 | 8,686 | 0.0% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $683 | 15,210 | 0.0% |
| Booz Allen Hamilton Hldg COR(BAH) | CL A | 099502106 | $685 | 11,786 | 0.0% |
| Flir SYS Inc(FLIR) | COM | 302445101 | $719 | 15,118 | 0.0% |
| Firstenergy Corp(FE) | COM | 337932107 | $725 | 17,427 | 0.0% |
| Zscaler Inc(ZS) | COM | 98980G102 | $726 | 10,240 | 0.0% |
| Texas Roadhouse Inc(TXRH) | COM | 882681109 | $726 | 11,679 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $732 | 3,797 | 0.0% |
| Evergy Inc(EVRG) | COM | 30034W106 | $748 | 12,878 | 0.0% |
| Omnicom Group Inc(OMC) | COM | 681919106 | $760 | 10,412 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $770 | 3,728 | 0.0% |
| Domtar Corp(UFS) | COM NEW | 257559203 | $778 | 15,678 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $782 | 6,052 | 0.0% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $794 | 16,089 | 0.0% |
| Entergy Corp New(ETR) | COM | 29364G103 | $794 | 8,298 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $799 | 3,243 | 0.0% |
| Ameren Corp(AEE) | COM | 023608102 | $809 | 10,998 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $834 | 1,642 | 0.0% |
| Assured Guaranty LTD(AGO) | COM | G0585R106 | $836 | 18,805 | 0.0% |
| RPM Intl Inc(RPM) | COM | 749685103 | $843 | 14,524 | 0.0% |
| Rockwell Automation Inc(ROK) | COM | 773903109 | $852 | 4,853 | 0.0% |
| Eversource Energy(ES) | COM | 30040W108 | $875 | 12,330 | 0.0% |
| Reliance Steel & Aluminum Co(RS) | COM | 759509102 | $882 | 9,767 | 0.0% |