Q2 2019 Holdings
Filed 2019-08-13 | 339 holdings | $40.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $424 | 1,658 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $424 | 2,488 | 0.0% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $425 | 6,393 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $427 | 5,627 | 0.0% |
| RLI Corp(RLI) | COM | 749607107 | $431 | 5,028 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $438 | 3,808 | 0.0% |
| Crane Co(CR1USD) | COM | 224399105 | $439 | 5,267 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $440 | 5,340 | 0.0% |
| Coca Cola European Partners(KO) | SHS | G25839104 | $442 | 7,829 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $442 | 10,154 | 0.0% |
| Campbell Soup Co(CPB) | COM | 134429109 | $443 | 11,058 | 0.0% |
| Luminex Corp del | COM | 55027E102 | $447 | 21,658 | 0.0% |
| Momo Inc | ADR | 60879B107 | $451 | 12,611 | 0.0% |
| Sabre Corp(SABR) | COM | 78573M104 | $452 | 20,345 | 0.0% |
| Brinker Intl Inc(EAT) | COM | 109641100 | $461 | 11,726 | 0.0% |
| Cheesecake Factory Inc(CAKE) | COM | 163072101 | $463 | 10,580 | 0.0% |
| Firstcash Inc | COM | 33767D105 | $472 | 4,715 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $475 | 77,423 | 0.0% |
| UGI Corp New(UGI) | COM | 902681105 | $478 | 8,944 | 0.0% |
| Smucker J M Co(SJM) | COM NEW | 832696405 | $478 | 4,150 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $482 | 9,691 | 0.0% |
| Cogent Communications Hldgs(CCOI) | COM NEW | 19239V302 | $482 | 8,124 | 0.0% |
| NIC Inc | COM | 62914B100 | $485 | 30,226 | 0.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $486 | 14,024 | 0.0% |
| Wiley John & Sons Inc(WLY) | CL A | 968223206 | $487 | 10,629 | 0.0% |
| Waddell & Reed Finl Inc(WDR) | CL A | 930059100 | $489 | 29,312 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $489 | 16,142 | 0.0% |
| IAA Inc(IAA-WUSD) | COM | 449253103 | $489 | 12,614 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $493 | 10,476 | 0.0% |
| Nutanix Inc(NTNX) | CL A | 67059N108 | $495 | 19,083 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $495 | 3,385 | 0.0% |
| Cabot Corp(CBT) | COM | 127055101 | $499 | 10,458 | 0.0% |
| Owens Corning New(OC) | COM | 690742101 | $506 | 8,698 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $513 | 2,250 | 0.0% |
| Aptargroup Inc(ATR) | COM | 038336103 | $514 | 4,134 | 0.0% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $514 | 10,476 | 0.0% |
| ITT Inc(ITT) | COM | 45073V108 | $515 | 7,868 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $520 | 4,106 | 0.0% |
| Pinnacle West Cap Corp(PNW) | COM | 723484101 | $524 | 5,565 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $524 | 3,587 | 0.0% |
| Brady Corp(BRC) | CL A | 104674106 | $528 | 10,706 | 0.0% |
| Lancaster Colony Corp(MZTI) | COM | 513847103 | $529 | 3,559 | 0.0% |
| Kellogg Co(KEL) | COM | 487836108 | $530 | 9,894 | 0.0% |
| Brooks Automation Inc(AZTA) | COM | 114340102 | $533 | 13,746 | 0.0% |
| Garmin LTD(GRMN) | SHS | H2906T109 | $534 | 6,693 | 0.0% |
| Hormel Foods Corp(HRL) | COM | 440452100 | $539 | 13,289 | 0.0% |
| 2U Inc | COM | 90214J101 | $552 | 14,656 | 0.0% |
| LCI Inds(LCII) | COM | 50189K103 | $558 | 6,198 | 0.0% |
| Grubhub Inc | COM | 400110102 | $559 | 7,168 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $562 | 27,030 | 0.0% |