||Mimecast is an international company specializing in cloud-based email management for Microsoft Exchange and Microsoft Office 365, including security, archiving, and continuity services to protect business mail.
|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.
|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.
||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.
||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.
|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.
|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.
|Nexstar Broadcasting Group, Inc.
|Q2 Holdings, Inc.
||Q2 Holdings, Inc., through its subsidiary, is engaged in providing secure, cloud-based virtual banking solutions. Its software suite includes integrated modules for online banking, telephone banking, mobile banking, and core account management
Total Portfolio Holdings
(as of 12/31/2018)
updated quarterly, upon availability