|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.
|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.
||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.
|Booz Allen Hamilton Holding Corp.
|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.
|Monolithic Power Systems, Inc.
||HubSpot, Inc. provides a cloud-based marketing and sales software platform. The Company offers integrated applications that helps in lead generation and social marketing.
Total Portfolio Holdings
(as of 9/30/2018)
updated quarterly, upon availability