| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STAMPS COM INC COM NEW | 369,298 | 42,340,000 | 5.31% | ||
| 2 | GTT COMMUNICATIONS INC COM | 1,433,859 | 41,223,000 | 5.17% | ||
| 3 | FIRSTSERVICE CORP NEW | 838,033 | 39,790,000 | 4.99% | ||
| 4 | BOFI HLDG INC | 1,209,512 | 34,532,000 | 4.33% | ||
| 5 | MACOM TECH SOLUTIONS HLDGS I | 728,488 | 33,714,000 | 4.23% | ||
| 6 | MIDDLEBY CORP | 259,570 | 33,435,000 | 4.19% | ||
| 7 | INSULET CORPORATION | 849,429 | 32,006,000 | 4.02% | ||
| 8 | Ultimate Software Group Inc | 157,792 | 28,773,000 | 3.61% | ||
| 9 | SIGNATURE BANK | 166,371 | 24,989,000 | 3.14% | ||
| 10 | Wayfair Inc | 698,802 | 24,493,000 | 3.07% | ||
| 11 | COTIVITI HLDGS INC COM | 685,306 | 23,575,000 | 2.96% | ||
| 12 | HEICO CORP NEW | 305,032 | 23,533,000 | 2.95% | ||
| 13 | PAYLOCITY HOLDING CORPORATION COM | 717,280 | 21,526,000 | 2.70% | ||
| 14 | WAGEWORKS INC COM | 281,950 | 20,441,000 | 2.56% | ||
| 15 | IPG PHOTONICS CORP | 202,674 | 20,006,000 | 2.51% | ||
| 16 | EVERBRIDGE INC | 1,078,737 | 19,903,000 | 2.50% | ||
| 17 | XPO LOGISTICS INC | 422,068 | 18,216,000 | 2.29% | ||
| 18 | EBIX INC COM NEW | 295,530 | 16,860,000 | 2.12% | ||
| 19 | ACADIA PHARMACEUTICALS INC COM | 576,784 | 16,634,000 | 2.09% | ||
| 20 | PLANET FITNESS INC | 806,242 | 16,205,000 | 2.03% | ||
| 21 | INDEPENDENT BK GROUP INC | 234,953 | 14,661,000 | 1.84% | ||
| 22 | VIRTUS INVT PARTNERS INC COM | 121,450 | 14,337,000 | 1.80% | ||
| 23 | SITEONE LANDSCAPE | 403,793 | 14,024,000 | 1.76% | ||
| 24 | U S PHYSICAL THERAPY COM | 198,198 | 13,913,000 | 1.75% | ||
| 25 | SPS COMM INC | 193,627 | 13,533,000 | 1.70% | ||
| 26 | PORTOLA PHARMACEUTICALS INC | 598,814 | 13,437,000 | 1.69% | ||
| 27 | EPAM SYS INC | 208,213 | 13,390,000 | 1.68% | ||
| 28 | NORD ANGLIA EDUCATION INC | 563,731 | 13,135,000 | 1.65% | ||
| 29 | ADVISORY BRD CO COM | 393,028 | 13,068,000 | 1.64% | ||
| 30 | CHUYS HLDGS INC | 398,714 | 12,938,000 | 1.62% | ||
| 31 | Greenlight Capital Re LTd. | 560,101 | 12,770,000 | 1.60% | ||
| 32 | OLLIES BARGAIN OUTLET HLDGS IN COM | 438,945 | 12,488,000 | 1.57% | ||
| 33 | ULTRAGENYX PHARMACEUTICAL INC COM | 168,915 | 11,876,000 | 1.49% | ||
| 34 | GLOBANT S A | 321,849 | 10,734,000 | 1.35% | ||
| 35 | H&E EQUIPMENT SERVICES LLC COM | 342,586 | 7,965,000 | 1.00% | ||
| 36 | PUMA BIOTECHNOLOGY | 253,802 | 7,792,000 | 0.98% | ||
| 37 | Diplomat Pharmacy Inc | 543,395 | 6,847,000 | 0.86% | ||
| 38 | GOPRO INC COM CL A | 733,776 | 6,391,000 | 0.80% | ||
| 39 | Francesca's Holdings Corp | 334,593 | 6,033,000 | 0.76% | ||
| 40 | 2U, Inc. | 194,939 | 5,877,000 | 0.74% | ||
| 41 | PROTO LABS INC | 101,494 | 5,212,000 | 0.65% | ||
| 42 | REALPAGE INC COM | 163,279 | 4,898,000 | 0.61% | ||
| 43 | AERIE PHARMACEUTICALS INC | 117,434 | 4,445,000 | 0.56% | ||
| 44 | FINANCIAL ENGINES INC | 118,439 | 4,353,000 | 0.55% | ||
| 45 | STRATASYS LTD | 192,860 | 3,190,000 | 0.40% | ||
| 46 | WASTE CONNECTIONS INC | 32,960 | 2,590,000 | 0.32% | ||
| 47 | ACADIA PHARMACEUTICALS INC COM | 85,300 | 2,460,000 | 0.31% | Call | |
| 48 | TRANSDIGM GROUP INC COM | 8,773 | 2,184,000 | 0.27% | ||
| 49 | NEOGEN CORP COM | 22,144 | 1,462,000 | 0.18% | ||
| 50 | IHS MARKIT LTD SHS | 41,138 | 1,457,000 | 0.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001082045-17-000004, filed 2017.02.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
