|Teladoc Health, Inc.
||Teladoc, Inc. is a telehealth company that uses telephone and videoconferencing technology to provide on-demand remote medical care via mobile devices, the internet, video and phone. The company had its initial public offering on July 1, 2015.
|Mercury Computer Systems, Inc.
||Mercury Systems is a commercial provider of secure sensor and mission processing subsystems. Mercury’s solutions power a variety of critical defense and intelligence programs.
||Proofpoint is an enterprise security company based in Sunnyvale, California that provides software as a service and products for inbound email security, outbound data loss prevention, social media, mobile devices, digital risk, email encryption, electronic discovery, and email archiving.
|AMN Healthcare Services, Inc.
||U.S. health care staffing, recruitment and workforce solutions company
||Five9 is a pioneer and leading provider of cloud software for contact centers. It focuses on delivering its platform in the cloud and replacing legacy on-premise contact center systems.
|Booz Allen Hamilton Holding Corp.
||Booz Allen Hamilton Holding Corp. provides management and technology consulting services to the U.S. government in the defense, intelligence, and civil markets. The Company offers economic and business analysis, information technology, intelligence and operations analysis, modeling and simulation, organization, and other consulting services.
||Woodward, Inc. designs, manufactures, and services energy control and optimization solutions for the aerospace, industrial, and energy markets worldwide.
|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.
|Texas Roadhouse, Inc., Class A
||Texas Roadhouse is an American chain restaurant that specializes in steaks and promotes a Western theme. Texas Roadhouse Corporation is headquartered in Louisville, Kentucky.
|Paycom Software, Inc.
||Paycom Software, Inc. designs and develops software solutions. The Company provides data analytical software products to manage the employment life cycle from recruitment to retirement. Paycom Software serves customers in the United States.
Total Portfolio Holdings
(as of 12/31/2018)
updated quarterly, upon availability