|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.
|Nomad Foods Ltd.
||Nomad Foods is a UK-headquartered frozen foods company.
||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.
|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.
|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.
|Brink's Co. (The)
||The Brink's Company is an American private security and protection company headquartered outside of Richmond, Virginia.
|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.
|Pluralsight, Inc., Class A
||Pluralsight, Inc. is an American publicly held online education company that offers a variety of video training courses for software developers, IT administrators, and creative professionals through its website.
|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