Q3 2019 Holdings
Filed 2019-11-12 | 335 holdings | $33.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WIX COM LTD(WIX) | SHS | M98068105 | $432 | 3,703 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $436 | 3,828 | 0.0% |
| Miller Herman Inc(MLKN) | COM | 600544100 | $440 | 9,553 | 0.0% |
| Smucker J M Co(SJM) | COM NEW | 832696405 | $443 | 4,030 | 0.0% |
| Wd-40 Co(WDFC) | COM | 929236107 | $449 | 2,448 | 0.0% |
| Alliant Energy Corp(LNT) | COM | 018802108 | $451 | 8,370 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $452 | 3,594 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $458 | 3,886 | 0.0% |
| Atmos Energy Corp(ATO) | COM | 049560105 | $459 | 4,030 | 0.0% |
| Cabot Corp(CBT) | COM | 127055101 | $460 | 10,148 | 0.0% |
| Oshkosh Corp(OSK) | COM | 688239201 | $461 | 6,080 | 0.0% |
| Coca Cola European Partners(KO) | SHS | G25839104 | $464 | 8,370 | 0.0% |
| Sabre Corp(SABR) | COM | 78573M104 | $466 | 20,828 | 0.0% |
| PBF Energy Inc(PBF) | CL A | 69318G106 | $471 | 17,314 | 0.0% |
| Amdocs LTD(DOX) | SHS | G02602103 | $471 | 7,130 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $476 | 8,433 | 0.0% |
| YY Inc | SPONSORED ADS A | 98426T106 | $476 | 8,461 | 0.0% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $479 | 10,174 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $483 | 4,308 | 0.0% |
| Domtar Corp(UFS) | COM NEW | 257559203 | $483 | 13,488 | 0.0% |
| Brady Corp(BRC) | CL A | 104674106 | $500 | 9,421 | 0.0% |
| Expeditors Intl Wash Inc(EXPD) | COM | 302130109 | $507 | 6,820 | 0.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $515 | 88,537 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $518 | 2,763 | 0.0% |
| Cinemark Holdings Inc(CNK) | COM | 17243V102 | $518 | 13,400 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $523 | 3,075 | 0.0% |
| Dover Corp(DOV) | COM | 260003108 | $525 | 5,270 | 0.0% |
| Lancaster Colony Corp(MZTI) | COM | 513847103 | $525 | 3,789 | 0.0% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $525 | 21,386 | 0.0% |
| Brinker Intl Inc(EAT) | COM | 109641100 | $529 | 12,399 | 0.0% |
| Snap on Inc(SNA) | COM | 833034101 | $534 | 3,410 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $539 | 8,700 | 0.0% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $540 | 13,230 | 0.0% |
| Pinnacle West Cap Corp(PNW) | COM | 723484101 | $542 | 5,580 | 0.0% |
| Hillenbrand Inc(9HI) | COM | 431571108 | $551 | 17,832 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $554 | 7,170 | 0.0% |
| Simpson Manufacturing Co Inc(SSD) | COM | 829073105 | $555 | 8,003 | 0.0% |
| Dolby Laboratories Inc(DLB) | COM CL A | 25659T107 | $556 | 8,608 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $559 | 11,904 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $560 | 5,683 | 0.0% |
| Moelis & Co(MC) | CL A | 60786M105 | $561 | 17,087 | 0.0% |
| LPL Finl Hldgs Inc(LPLA) | COM | 50212V100 | $565 | 6,904 | 0.0% |
| Nucor Corp(NUE) | COM | 670346105 | $568 | 11,160 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $569 | 6,913 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $569 | 7,805 | 0.0% |
| Nvent Electric PLC(NVT) | SHS | G6700G107 | $569 | 25,811 | 0.0% |
| MSA Safety Inc(MSA) | COM | 553498106 | $572 | 5,239 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $577 | 16,020 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $577 | 4,457 | 0.0% |
| Madden Steven LTD(SHOO) | COM | 556269108 | $597 | 16,672 | 0.0% |