|Vonage Holdings Corp.
||Vonage Holdings Corp. provides communication services through cloud-connected devices for both business and consumer clients. The company was founded in 2000 and is headquartered in Holmdel, NJ.
||Chemed Corporation provides hospice and palliative care services to patients through a network of physicians, registered nurses, home health aides, social workers, clergy, and volunteers in the U.S.
|Grand Canyon Education, Inc.
||Grand Canyon Education, Inc. provides online postsecondary education services in the United States. It focuses on offering graduate and undergraduate degree programs in education, business, and healthcare disciplines.
|Nomad Foods Ltd.
||Nomad Foods is a UK-headquartered frozen foods company.
|Webster Financial Corp.
||Webster Financial Corp. operates as the bank and financial holding company for Webster Bank, National Association that provides financial services to individuals, families, and businesses in the U.S.
|Cardtronics plc, Class A
||Cardtronics plc provides automated consumer financial services through its network of ATMs and multi-function financial services kiosks.
|PROS Holdings, Inc.
||PROS Holdings Inc. is a company that provides price optimization, sales effectiveness, and revenue management SaaS software. PROS is headquartered in Houston, Texas with offices in San Francisco, California, Skokie, Illinois, London, UK, Toulouse and Paris, France, Sydney, Australia , and Sofia, Bulgaria.
|Switch, Inc., Class A
|Encompass Health Corp.
|MGIC Investment Corp.
||MGIC Investment Corporation, through its subsidiaries, provides private mortgage insurance, other mortgage credit risk management solutions, and ancillary services to lenders and government sponsored entities in the U.S.
Total Portfolio Holdings
(as of 6/30/2019)
updated quarterly, upon availability