Driehaus Capital Management

Driehaus Capital Management as of June 30, 2020

Portfolio Holdings for Driehaus Capital Management

Driehaus Capital Management holds 371 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Holding-sp Adr (BABA) 7.4 $306M 1.4M 215.70
Taiwan Semiconductor-sp Adr (TSM) 5.8 $239M 4.2M 56.77
Cytokinetics (CYTK) 1.8 $73M 3.1M 23.57
Jd.com Inc- Adr (JD) 1.4 $60M 991k 60.18
Hdfc Bank Ltd- Adr (HDB) 1.4 $57M 1.3M 45.46
Icici Bank Ltd- Adr (IBN) 1.3 $54M 5.8M 9.29
Myokardia 1.3 $53M 552k 96.62
Sea Ltd- Adr (SE) 1.2 $48M 448k 107.24
NVIDIA Corporation (NVDA) 1.1 $47M 123k 379.91
Yandex Nv-a Adr (YNDX) 1.1 $46M 920k 50.02
Facebook Inc cl a (META) 1.1 $44M 194k 227.07
Analog Devices (ADI) 1.1 $43M 353k 122.64
Springworks Therapeutics (SWTX) 1.0 $42M 1.0M 42.00
Endava Plc- Adr (DAVA) 1.0 $41M 848k 48.30
Natera (NTRA) 0.9 $39M 780k 49.86
Palomar Hldgs (PLMR) 0.9 $37M 435k 85.76
Argenx Se - Adr (ARGX) 0.9 $37M 164k 225.23
Tandem Diabetes Care (TNDM) 0.9 $36M 362k 98.92
Sitime Corp (SITM) 0.9 $36M 748k 47.41
Ishares Inc core msci emkt (IEMG) 0.8 $34M 717k 47.60
Spotify Technology Sa (SPOT) 0.8 $34M 131k 258.19
Odonate Therapeutics Ord 0.8 $33M 786k 42.34
WisdomTree India Earnings Fund (EPI) 0.8 $33M 1.6M 20.03
Vicor Corporation (VICR) 0.8 $32M 451k 71.95
Inphi Corporation 0.8 $32M 274k 117.50
Yum China Holdings (YUMC) 0.8 $32M 663k 48.07
Vapotherm 0.8 $31M 764k 40.99
Fastly Inc cl a (FSLY) 0.7 $30M 354k 85.13
Five9 (FIVN) 0.7 $30M 272k 110.67
Everbridge, Inc. Cmn (EVBG) 0.7 $30M 213k 138.36
Inspire Med Sys (INSP) 0.7 $29M 334k 87.02
Ishares Inc etp (EWT) 0.7 $29M 721k 40.22
Fox Factory Hldg (FOXF) 0.7 $28M 341k 82.61
Ascendis Pharma A/s - Adr (ASND) 0.7 $28M 186k 147.90
Gds Holdings Ltd - Adr (GDS) 0.7 $27M 343k 79.66
Applied Therapeutics (APLT) 0.7 $27M 754k 36.15
Everquote Cl A Ord (EVER) 0.6 $26M 448k 58.16
Tal Education Group- Adr (TAL) 0.6 $26M 378k 68.38
Elf Beauty (ELF) 0.6 $26M 1.4M 19.07
Dicerna Pharmaceuticals 0.6 $26M 1.0M 25.40
Black Diamond Therapeutics (BDTX) 0.6 $25M 594k 42.16
Vipshop Holdings Ltd - Ads Adr (VIPS) 0.6 $25M 1.3M 19.91
Bandwidth (BAND) 0.6 $25M 196k 127.00
Twist Bioscience Corp (TWST) 0.6 $25M 545k 45.30
Limelight Networks 0.6 $25M 3.3M 7.36
Orthopediatrics Corp. (KIDS) 0.6 $25M 559k 43.76
Plug Power (PLUG) 0.6 $24M 3.0M 8.21
Chart Industries (GTLS) 0.6 $24M 484k 48.49
Mercadolibre Adr (MELI) 0.6 $23M 24k 985.77
Quimica Y Minera Chil-sp Adr (SQM) 0.6 $23M 875k 26.07
Sonic Automotive (SAH) 0.6 $23M 711k 31.91
Ringcentral (RNG) 0.5 $22M 77k 285.00
Netease Inc- Adr (NTES) 0.5 $22M 51k 429.37
Immunovant (IMVT) 0.5 $21M 871k 24.35
Estee Lauder Companies (EL) 0.5 $21M 111k 188.68
Repay Hldgs Corp (RPAY) 0.5 $21M 849k 24.63
I3 Verticals (IIIV) 0.5 $21M 684k 30.25
Crocs (CROX) 0.5 $21M 557k 36.82
Wheaton Precious Metals Corp Adr (WPM) 0.5 $20M 455k 44.05
Axsome Therapeutics (AXSM) 0.5 $20M 241k 82.28
Ultra Clean Holdings (UCTT) 0.5 $19M 854k 22.63
Winnebago Industries (WGO) 0.4 $18M 277k 66.62
Revance Therapeutics (RVNC) 0.4 $18M 749k 24.42
NeoGenomics (NEO) 0.4 $18M 587k 30.98
Rubicon Proj 0.4 $18M 2.7M 6.67
Si-bone (SIBN) 0.4 $18M 1.1M 15.94
Freshpet (FRPT) 0.4 $18M 213k 83.66
Upwork (UPWK) 0.4 $18M 1.2M 14.44
Kinsale Cap Group (KNSL) 0.4 $18M 113k 155.21
Cardlytics (CDLX) 0.4 $17M 248k 69.98
Nlight (LASR) 0.4 $17M 763k 22.26
Castle Biosciences (CSTL) 0.4 $17M 449k 37.69
Purple Innovatio (PRPL) 0.4 $16M 910k 18.00
Invitae (NVTAQ) 0.4 $16M 536k 30.29
Cohen & Steers (CNS) 0.4 $16M 237k 68.05
Turning Point Therapeutics I 0.4 $16M 246k 64.59
Lgi Homes (LGIH) 0.4 $16M 178k 88.03
Legend Biotech Corp- Adr (LEGN) 0.4 $16M 365k 42.56
Crinetics Pharmaceuticals In (CRNX) 0.4 $16M 887k 17.52
Silicon Motion Technol- Adr (SIMO) 0.4 $16M 319k 48.77
Gan Adr (GAN) 0.4 $16M 607k 25.45
Nmi Hldgs Inc cl a (NMIH) 0.4 $15M 955k 16.08
Huazhu Group Adr (HTHT) 0.4 $15M 436k 35.05
Global Blood Therapeutics In 0.4 $15M 239k 63.13
Bioxcel Therapeutics (BTAI) 0.4 $15M 283k 53.01
Goosehead Ins (GSHD) 0.4 $15M 200k 75.16
Teladoc (TDOC) 0.4 $15M 77k 190.84
Brp Group (BWIN) 0.4 $15M 837k 17.27
Nautilus (BFXXQ) 0.4 $14M 1.6M 9.27
Y Mabs Therapeutics (YMAB) 0.4 $14M 334k 43.20
Kornit Digital Adr (KRNT) 0.3 $14M 269k 53.38
Triumph Ban (TFIN) 0.3 $14M 591k 24.27
Lovesac Company (LOVE) 0.3 $14M 546k 26.23
Sunnova Energy International (NOVA) 0.3 $14M 838k 17.07
Sportsmans Whse Hldgs (SPWH) 0.3 $14M 1.0M 14.25
Grupo Aeroportuario Sur- Adr (ASR) 0.3 $14M 127k 112.29
National Vision Hldgs (EYE) 0.3 $14M 461k 30.52
Brp Inc/ca- Sub Voting Adr (DOOO) 0.3 $14M 330k 42.58
Seaspine Holdings 0.3 $14M 1.3M 10.47
Shyft Group (SHYF) 0.3 $14M 832k 16.84
Camping World Hldgs (CWH) 0.3 $14M 515k 27.16
Apellis Pharmaceuticals (APLS) 0.3 $14M 426k 32.66
Merus Nv Adr (MRUS) 0.3 $13M 821k 16.09
PROS Holdings (PRO) 0.3 $13M 296k 44.43
Schrodinger (SDGR) 0.3 $13M 143k 91.57
Fiverr Intl Ltd ord (FVRR) 0.3 $13M 177k 73.82
Petiq (PETQ) 0.3 $13M 373k 34.84
Malibu Boats (MBUU) 0.3 $12M 232k 51.95
Xp Inc cl a (XP) 0.3 $12M 286k 42.01
Vistaoutdoor (VSTO) 0.3 $12M 828k 14.45
Cytk 4 11/15/26 Note (Principal) 0.3 $12M 5.0M 2.38
Mirati Therapeutics 0.3 $12M 103k 114.17
Svmk Inc ordinary shares 0.3 $12M 497k 23.54
Growgeneration Corp (GRWG) 0.3 $11M 1.7M 6.84
Arco Platform Ltd - Class A Adr 0.3 $11M 261k 43.48
Tpi Composites (TPIC) 0.3 $11M 482k 23.37
James River Group Holdings L Adr (JRVR) 0.3 $11M 247k 45.00
Installed Bldg Prods (IBP) 0.3 $11M 160k 68.78
Livongo Health 0.3 $11M 145k 75.19
Momenta Pharmaceuticals 0.3 $10M 314k 33.27
Skyline Corporation (SKY) 0.3 $10M 427k 24.34
Kodiak Sciences (KOD) 0.3 $10M 191k 54.12
Big Lots (BIGGQ) 0.2 $9.8M 233k 42.00
Nice Systems Ltd-spons Adr (NICE) 0.2 $9.6M 51k 189.25
Onewater Marine Inc cl a (ONEW) 0.2 $9.5M 390k 24.28
Adapthealth Corp -a (AHCO) 0.2 $9.4M 581k 16.10
Flying Eagle Acquisition Cl A Ord 0.2 $9.2M 837k 10.98
Generac Holdings (GNRC) 0.2 $9.2M 75k 121.93
Phreesia (PHR) 0.2 $9.1M 321k 28.28
Invitae Corp Pipe 0.2 $9.0M 297k 30.29
Model N (MODN) 0.2 $8.9M 255k 34.76
Casella Waste Systems (CWST) 0.2 $8.8M 169k 52.12
FormFactor (FORM) 0.2 $8.8M 299k 29.33
Gamida Cell 0.2 $8.7M 1.9M 4.57
PGT 0.2 $8.7M 556k 15.68
Perficient (PRFT) 0.2 $8.7M 244k 35.78
Axonics Modulation Technolog (AXNX) 0.2 $8.7M 247k 35.11
Masonite International 0.2 $8.5M 110k 77.78
Alphatec Holdings (ATEC) 0.2 $8.5M 1.8M 4.70
Principia Biopharma 0.2 $8.4M 141k 59.79
Equinox Gold Corp Adr (EQX) 0.2 $8.2M 734k 11.21
Carparts.com (PRTS) 0.2 $8.0M 923k 8.66
Wright Medical Group Nv Adr 0.2 $7.9M 266k 29.72
Carvana Co cl a (CVNA) 0.2 $7.8M 65k 120.21
Marten Transport (MRTN) 0.2 $7.6M 303k 25.16
Lithia Motors (LAD) 0.2 $7.6M 50k 151.34
KBR (KBR) 0.2 $7.5M 334k 22.55
Atlas Air Worldwide Holdings 0.2 $7.5M 175k 43.03
Ameres (AMRC) 0.2 $7.5M 270k 27.78
Alteryx 0.2 $7.5M 45k 164.29
Inari Medical Ord (NARI) 0.2 $7.3M 151k 48.44
Tristate Capital Hldgs 0.2 $7.3M 464k 15.71
Willscot Mobile Mini Holdin Cl A Ord (WSC) 0.2 $7.2M 590k 12.29
Glu Mobile 0.2 $7.2M 772k 9.27
Zscaler Incorporated (ZS) 0.2 $7.0M 64k 109.50
Twin River Worldwide Holdings Ord 0.2 $7.0M 315k 22.29
Mgm Growth Properties 0.2 $7.0M 257k 27.21
Waterstone Financial (WSBF) 0.2 $6.9M 465k 14.83
Axon Enterprise (AXON) 0.2 $6.9M 70k 98.13
Redfin Corp (RDFN) 0.2 $6.9M 164k 41.91
Coupa Software 0.2 $6.8M 25k 277.04
Herc Hldgs (HRI) 0.2 $6.7M 219k 30.73
Halozyme Therapeutics (HALO) 0.2 $6.6M 247k 26.81
Tortoise Acquisition Corp cl a 0.2 $6.6M 240k 27.44
Elastic N V ord (ESTC) 0.2 $6.6M 71k 92.21
Celsius Holdings (CELH) 0.2 $6.5M 552k 11.77
Grid Dynamics Hldgs (GDYN) 0.2 $6.3M 919k 6.90
Vectrus (VVX) 0.2 $6.3M 128k 49.13
Ingevity (NGVT) 0.2 $6.2M 119k 52.57
Deckers Outdoor Corporation (DECK) 0.2 $6.2M 32k 196.40
Consolidated Communications Holdings (CNSL) 0.1 $6.1M 907k 6.77
MarineMax (HZO) 0.1 $6.1M 272k 22.39
Blueprint Medicines (BPMC) 0.1 $5.8M 75k 78.00
Xenon Pharmaceuticals (XENE) 0.1 $5.8M 464k 12.54
Ollies Bargain Outlt Hldgs I (OLLI) 0.1 $5.8M 59k 97.65
Wingstop (WING) 0.1 $5.8M 42k 138.97
Texas Roadhouse (TXRH) 0.1 $5.7M 109k 52.57
Chunghwa Telecom Lt- Adr (CHT) 0.1 $5.7M 144k 39.37
Scpharmaceuticals (SCPH) 0.1 $5.5M 748k 7.36
Chegg (CHGG) 0.1 $5.5M 82k 67.25
AtriCure (ATRC) 0.1 $5.5M 122k 44.95
Lattice Semiconductor (LSCC) 0.1 $5.4M 190k 28.39
Tiffany & Co. 0.1 $5.4M 44k 121.94
Eldorado Resorts 0.1 $5.3M 133k 40.06
Churchill Downs (CHDN) 0.1 $5.2M 39k 133.15
Lo (LOCO) 0.1 $5.2M 352k 14.76
Gores Holdings Iv Inc Cl A 0.1 $5.1M 509k 10.10
Aspen Group (ASPU) 0.1 $5.0M 554k 9.05
Waitr Hldgs 0.1 $5.0M 1.9M 2.63
Live Oak Bancshares (LOB) 0.1 $5.0M 345k 14.51
Harborone Bancorp (HONE) 0.1 $4.9M 576k 8.54
Teradyne (TER) 0.1 $4.9M 58k 84.50
Universal Technical Institute (UTI) 0.1 $4.8M 689k 6.95
10x Genomics Inc Cl A (TXG) 0.1 $4.7M 53k 89.31
Roku (ROKU) 0.1 $4.7M 40k 116.53
Trex Company (TREX) 0.1 $4.6M 36k 130.07
Pjt Partners (PJT) 0.1 $4.6M 90k 51.34
Bj's Wholesale Club Holdings (BJ) 0.1 $4.6M 123k 37.27
Agilysys (AGYS) 0.1 $4.6M 256k 17.94
Mercury Computer Systems (MRCY) 0.1 $4.6M 58k 78.66
Century Communities (CCS) 0.1 $4.6M 149k 30.66
Repligen Corporation (RGEN) 0.1 $4.5M 37k 123.61
Saia (SAIA) 0.1 $4.4M 40k 111.17
Q2 Holdings (QTWO) 0.1 $4.4M 51k 85.79
Epam Systems (EPAM) 0.1 $4.4M 18k 252.00
Dynatrace (DT) 0.1 $4.4M 108k 40.60
Chipotle Mexican Grill (CMG) 0.1 $4.4M 4.2k 1052.29
Astec Industries (ASTE) 0.1 $4.3M 92k 46.31
Advanced Drain Sys Inc Del (WMS) 0.1 $4.1M 84k 49.39
Autohome Inc- (ATHM) 0.1 $4.1M 54k 75.49
Landcadia Hldgs Ii Inc cl a 0.1 $4.1M 250k 16.35
Longview Acquisition Corp 0.1 $4.0M 400k 10.10
Docusign (DOCU) 0.1 $4.0M 24k 172.20
Aeglea Biotherapeutics 0.1 $4.0M 430k 9.25
Taubman Centers 0.1 $3.9M 103k 37.76
Power Integrations (POWI) 0.1 $3.8M 33k 118.12
Yeti Hldgs (YETI) 0.1 $3.8M 90k 42.74
Exponent (EXPO) 0.1 $3.8M 47k 80.92
Nuance Communications 0.1 $3.8M 149k 25.30
Zynga 0.1 $3.8M 394k 9.54
Pan American Silver Corp Adr (PAAS) 0.1 $3.8M 124k 30.39
Topbuild (BLD) 0.1 $3.7M 33k 113.77
Vistra Energy (VST) 0.1 $3.6M 196k 18.62
Farfetch Ltd-class A Adr (FTCHQ) 0.1 $3.6M 208k 17.27
FTI Consulting (FCN) 0.1 $3.5M 30k 114.56
Bellus Health Adr 0.1 $3.4M 333k 10.29
Trimble Navigation (TRMB) 0.1 $3.4M 79k 43.19
Cree 0.1 $3.4M 57k 59.19
Hamilton Lane Inc Common (HLNE) 0.1 $3.3M 48k 67.37
Paylocity Holding Corporation (PCTY) 0.1 $3.2M 22k 145.91
Scotts Miracle-Gro Company (SMG) 0.1 $3.2M 24k 134.45
Guardant Health (GH) 0.1 $3.2M 39k 81.13
Penn National Gaming (PENN) 0.1 $3.0M 100k 30.54
Cleveland-cliffs (CLF) 0.1 $3.0M 542k 5.52
Papa John's Int'l (PZZA) 0.1 $3.0M 38k 79.40
Azek (AZEK) 0.1 $3.0M 93k 31.86
Boston Beer Company (SAM) 0.1 $2.9M 5.4k 536.62
ABM Industries (ABM) 0.1 $2.9M 80k 36.30
Synaptics, Incorporated (SYNA) 0.1 $2.8M 47k 60.12
Aspen Aerogels (ASPN) 0.1 $2.8M 428k 6.58
Amazon (AMZN) 0.1 $2.8M 1.0k 2758.65
Murphy Usa (MUSA) 0.1 $2.8M 25k 112.59
Kirkland Lake Gold Adr 0.1 $2.8M 67k 41.25
Sandstorm Gold Adr (SAND) 0.1 $2.7M 283k 9.60
Siteone Landscape Supply (SITE) 0.1 $2.7M 24k 113.95
Colfax Corporation 0.1 $2.7M 97k 27.90
Orchard Therapeutics Adr 0.1 $2.6M 438k 6.00
Kinross Gold Corp Adr (KGC) 0.1 $2.5M 348k 7.22
Ares Management Corporation cl a com stk (ARES) 0.1 $2.5M 62k 39.69
Marvell Technology Group Adr 0.1 $2.4M 69k 35.06
Cintas Corporation (CTAS) 0.1 $2.4M 9.0k 266.33
MasTec (MTZ) 0.1 $2.3M 52k 44.88
Zoom Video Communications In cl a (ZM) 0.1 $2.3M 9.2k 253.54
Seattle Genetics 0.1 $2.3M 14k 169.89
Kingsoft Cloud Holdings- Adr (KC) 0.1 $2.3M 72k 31.52
Royal Gold (RGLD) 0.1 $2.3M 18k 124.31
Fortress Trans Infrst Invs L 0.1 $2.1M 161k 12.99
Sarepta Therapeutics (SRPT) 0.1 $2.1M 13k 160.31
Servicenow (NOW) 0.0 $2.0M 5.0k 404.98
Network Associates Inc cl a (NET) 0.0 $2.0M 56k 35.94
Hannon Armstrong (HASI) 0.0 $2.0M 69k 28.46
Cirrus Logic (CRUS) 0.0 $1.8M 29k 61.77
Lululemon Athletica Adr (LULU) 0.0 $1.8M 5.7k 312.09
Draftkings Inc Com Cl A 0.0 $1.8M 53k 33.26
Mirum Pharmaceuticals (MIRM) 0.0 $1.8M 90k 19.46
Selecta Biosciences 0.0 $1.7M 600k 2.84
Open Lending Corp (LPRO) 0.0 $1.6M 107k 15.10
M/a (MTSI) 0.0 $1.6M 46k 34.34
Celldex Therapeutics 0.0 $1.6M 120k 13.00
Gaming & Leisure Pptys (GLPI) 0.0 $1.5M 44k 34.60
Medical Properties Trust (MPW) 0.0 $1.5M 80k 18.80
Ideaya Biosciences (IDYA) 0.0 $1.5M 106k 14.21
Builders FirstSource (BLDR) 0.0 $1.5M 71k 20.69
Professional Holding 0.0 $1.4M 104k 13.88
Itron (ITRI) 0.0 $1.4M 21k 66.26
Hc2 Holdings 0.0 $1.4M 411k 3.34
FMC Corporation (FMC) 0.0 $1.3M 13k 99.61
Avalara 0.0 $1.3M 9.8k 133.06
Clear Channel Outdoor Holdings (CCO) 0.0 $1.3M 1.2M 1.04
Microsoft Corporation (MSFT) 0.0 $1.3M 6.2k 203.44
Clarivate Adr (CLVT) 0.0 $1.1M 51k 22.32
Larimar Therapeutics (LRMR) 0.0 $1.1M 85k 12.85
Mongodb Inc. Class A (MDB) 0.0 $1.1M 4.8k 226.37
Community Healthcare Tr (CHCT) 0.0 $1.1M 26k 40.92
Sapiens International Corp Adr (SPNS) 0.0 $1.0M 37k 27.99
Apple (AAPL) 0.0 $986k 2.7k 364.64
Chiasma 0.0 $942k 175k 5.38
Kezar Life Sciences (KZR) 0.0 $932k 180k 5.18
Peloton Interactive Inc cl a (PTON) 0.0 $928k 16k 57.79
iShares Russell 2000 Growth Index (IWO) 0.0 $914k 4.4k 206.93
Bellring Brands Cl A Ord 0.0 $887k 45k 19.93
Snap Inc cl a (SNAP) 0.0 $884k 38k 23.48
Twilio Inc cl a (TWLO) 0.0 $878k 4.0k 219.50
Forum Merger Ii Corp cl a 0.0 $869k 53k 16.46
Old Dominion Freight Line (ODFL) 0.0 $811k 4.8k 169.52
Albireo Pharma 0.0 $795k 30k 26.50
Intuitive Surgical (ISRG) 0.0 $769k 1.3k 570.05
Mereo Biopharma Group Pl- Adr (MREO) 0.0 $765k 250k 3.06
Mei Pharma 0.0 $764k 185k 4.13
MarketAxess Holdings (MKTX) 0.0 $745k 1.5k 501.01
PDF Solutions (PDFS) 0.0 $724k 37k 19.57
Construction Partners (ROAD) 0.0 $710k 40k 17.75
Xilinx 0.0 $708k 7.2k 98.33
Repro-Med Systems (KRMD) 0.0 $674k 75k 8.99
Chewy Inc cl a (CHWY) 0.0 $669k 15k 44.70
Dex (DXCM) 0.0 $628k 1.5k 405.68
Syndax Pharmaceuticals (SNDX) 0.0 $593k 40k 14.82
Globant Sa Adr (GLOB) 0.0 $588k 3.9k 149.85
Micron Technology (MU) 0.0 $578k 11k 51.52
Beyond Meat (BYND) 0.0 $575k 4.3k 133.97
Paycom Software (PAYC) 0.0 $544k 1.8k 309.62
Sba Communications Corp (SBAC) 0.0 $520k 1.7k 297.82
Domino's Pizza (DPZ) 0.0 $517k 1.4k 369.29
Sutro Biopharma (STRO) 0.0 $509k 66k 7.77
Penumbra (PEN) 0.0 $505k 2.8k 178.95
Nordson Corporation (NDSN) 0.0 $500k 2.6k 189.83
Benefitfocus 0.0 $496k 46k 10.75
Selectquote Ord (SLQT) 0.0 $479k 19k 25.34
Addus Homecare Corp (ADUS) 0.0 $471k 5.1k 92.64
CACI International (CACI) 0.0 $470k 2.2k 216.69
Alnylam Pharmaceuticals (ALNY) 0.0 $467k 3.2k 148.16
Lam Research Corporation (LRCX) 0.0 $453k 1.4k 323.57
Spdr S&p 500 Etf (SPY) 0.0 $430k 1.4k 308.24
Jacobs Engineering 0.0 $422k 5.0k 84.74
Insulet Corporation (PODD) 0.0 $418k 2.2k 194.24
Wayfair (W) 0.0 $412k 2.1k 197.41
MKS Instruments (MKSI) 0.0 $409k 3.6k 113.27
Msci (MSCI) 0.0 $389k 1.2k 334.19
United Rentals (URI) 0.0 $380k 2.5k 149.20
Simply Good Foods (SMPL) 0.0 $372k 20k 18.60
Talend Sa - Adr 0.0 $347k 10k 34.70
Ferrari Nv Ord (RACE) 0.0 $346k 2.0k 170.78
Datadog Inc Cl A (DDOG) 0.0 $335k 3.9k 86.95
Advanced Micro Devices (AMD) 0.0 $332k 6.3k 52.59
Pagseguro Digital Ltd-cl A Adr (PAGS) 0.0 $326k 9.2k 35.32
Fortune Brands (FBIN) 0.0 $323k 5.1k 63.88
At&t (T) 0.0 $317k 11k 30.21
Neurocrine Biosciences (NBIX) 0.0 $315k 2.6k 121.86
Gentex Corporation (GNTX) 0.0 $305k 12k 25.75
Bristol Myers Squibb (BMY) 0.0 $298k 5.1k 58.85
Renaissancere Holdings Adr (RNR) 0.0 $295k 1.7k 171.01
Trade Desk (TTD) 0.0 $294k 724.00 406.08
Procter & Gamble Company (PG) 0.0 $288k 2.4k 119.65
Intel Corporation (INTC) 0.0 $284k 4.8k 59.79
Accenture Plc-cl A Adr (ACN) 0.0 $276k 1.3k 214.62
Applied Materials (AMAT) 0.0 $273k 4.5k 60.38
Ishares Msci India Etf Adr (INDA) 0.0 $264k 9.1k 29.07
CoreLogic 0.0 $263k 3.9k 67.13
Illumina (ILMN) 0.0 $261k 704.00 370.74
Abbvie (ABBV) 0.0 $259k 2.6k 98.22
UnitedHealth (UNH) 0.0 $258k 875.00 294.86
Lowe's Companies (LOW) 0.0 $248k 1.8k 135.37
Carrier Global Corporation (CARR) 0.0 $236k 11k 22.17
Gerdau Sa - Adr (GGB) 0.0 $235k 79k 2.96
Floor & Decor Hldgs Inc cl a (FND) 0.0 $235k 4.1k 57.68
Horizon Therapeutics 0.0 $235k 4.2k 55.54
Verizon Communications (VZ) 0.0 $227k 4.1k 55.20
Sirius Xm Holdings (SIRI) 0.0 $224k 38k 5.88
Toro Company (TTC) 0.0 $223k 3.4k 66.41
Zto Express Cayman Inc- Adr (ZTO) 0.0 $220k 6.0k 36.67
JPMorgan Chase & Co. (JPM) 0.0 $220k 2.3k 93.90
Monolithic Power Systems (MPWR) 0.0 $215k 906.00 237.31
FLIR Systems 0.0 $213k 5.3k 40.51
Moderna (MRNA) 0.0 $213k 3.3k 64.23
Pool Corporation (POOL) 0.0 $209k 770.00 271.43
Brunswick Corporation (BC) 0.0 $207k 3.2k 64.03
Raytheon Technologies Corp (RTX) 0.0 $204k 3.3k 61.67
CoStar (CSGP) 0.0 $204k 287.00 710.80
Planet Fitness Inc-cl A (PLNT) 0.0 $202k 3.3k 60.72
Cia Saneamento Basico De- Adr (SBS) 0.0 $187k 18k 10.50
Marathon Oil Corporation (MRO) 0.0 $101k 17k 6.11