0001398344-23-020610.txt : 20231114
0001398344-23-020610.hdr.sgml : 20231114
20231114090006
ACCESSION NUMBER: 0001398344-23-020610
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231114
DATE AS OF CHANGE: 20231114
EFFECTIVENESS DATE: 20231114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Granahan Investment Management, LLC
CENTRAL INDEX KEY: 0001026710
IRS NUMBER: 042856200
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05876
FILM NUMBER: 231401894
BUSINESS ADDRESS:
STREET 1: 404 WYMAN STREET
STREET 2: SUITE 460
CITY: WALTHAM
STATE: MA
ZIP: 02451
BUSINESS PHONE: 7818904412
MAIL ADDRESS:
STREET 1: 404 WYMAN STREET
STREET 2: SUITE 460
CITY: WALTHAM
STATE: MA
ZIP: 02451
FORMER COMPANY:
FORMER CONFORMED NAME: GRANAHAN INVESTMENT MANAGEMENT INC/MA
DATE OF NAME CHANGE: 19990322
13F-HR
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09-30-2023
09-30-2023
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Granahan Investment Management, LLC
404 WYMAN STREET
SUITE 460
WALTHAM
MA
02451
13F HOLDINGS REPORT
028-05876
000107745
801-23705
N
Susan Rawley
VP/Operations and Account Administration
781-902-1413
/s/ Susan Rawley
Waltham
MA
11-14-2023
1
183
2806920851
1
028-15699
000148574
801-71604
Destra Capital Advisors LLC
INFORMATION TABLE
2
fp0085532-1_13fhr-table.xml
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AIRGAIN INC
COM
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354803
SH
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272378
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ALTA EQUIPMENT GROUP INC
COMMON STOCK
02128L106
11157418
925159
SH
SOLE
752330
0
172829
AMBARELLA INC
SHS
G037AX101
1351257
25481
SH
SOLE
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0
6896
AMERESCO INC
CL A
02361E108
19937487
517051
SH
SOLE
472838
0
44213
APELLIS PHARMACEUTICALS INC
COM
03753U106
2895605
76120
SH
SOLE
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0
19033
APPIAN CORP
CL A
03782L101
9098556
199486
SH
SOLE
158271
0
41215
ARCTURUS THERAPEUTICS HLDGS
COM
03969T109
10190924
398862
SH
SOLE
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0
32884
ARCUS BIOSCIENCES INC
COM
03969F109
3511002
195599
SH
SOLE
146690
0
48909
ARRAY TECHNOLOGIES INC
COM SHS
04271T100
47556365
2143144
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SOLE
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196730
ARTERIS INC
COM
04302A104
5743343
882234
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SOLE
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AXON ENTERPRISE INC
COM
05464C101
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SOLE
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AZENTA INC
COM
114340102
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183128
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SOLE
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46478
BEL FUSE INC
CL B
077347300
1449972
30385
SH
SOLE
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0
BILL HOLDINGS INC
COM
090043100
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BIOMERICA INC
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BLUEBIRD BIO INC
COM
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15618845
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BLUEPRINT MEDICINES CORP
COM
09627Y109
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SH
SOLE
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BOOT BARN HLDGS INC
COM
099406100
2945005
36273
SH
SOLE
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0
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BRIDGEBIO PHARMA INC
COM
10806X102
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108821
SH
SOLE
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0
27271
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
4501235
55257
SH
SOLE
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0
12628
BUMBLE INC
COM CL A
12047B105
18732150
1255506
SH
SOLE
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CANADIAN SOLAR INC
COM
136635109
6801416
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SH
SOLE
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CARIBOU BIOSCIENCES INC
COM
142038108
651887
136378
SH
SOLE
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CASELLA WASTE SYS INC
CL A
147448104
25317790
331819
SH
SOLE
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CASTLE BIOSCIENCES INC
COM
14843C105
42016797
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SH
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319159
CCC INTELLIGENT SOLUTIONS HL
COM
12510Q100
21279353
1593959
SH
SOLE
1271843
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CEVA INC
COM
157210105
3795011
195720
SH
SOLE
166514
0
29206
CHART INDS INC
COM
16115Q308
66578147
393674
SH
SOLE
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0
44195
CHEFS WHSE INC
COM
163086101
7054761
333086
SH
SOLE
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0
38967
CIENA CORP
COM NEW
171779309
7741188
163800
SH
SOLE
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COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
6931005
111971
SH
SOLE
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0
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COLUMBUS MCKINNON CORP N Y
COM
199333105
18891826
541158
SH
SOLE
438378
0
102780
CONFLUENT INC
CLASS A COM
20717M103
11249520
379923
SH
SOLE
281826
0
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CORVEL CORP
COM
221006109
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SH
SOLE
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0
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COSTAR GROUP INC
COM
22160N109
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765134
SH
SOLE
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CRYOPORT INC
COM PAR $0.001
229050307
8636861
629968
SH
SOLE
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0
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CYBERARK SOFTWARE LTD
SHS
M2682V108
11829598
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SOLE
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0
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CYTOSORBENTS CORP
COM NEW
23283X206
2918499
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SH
SOLE
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230364
DARLING INGREDIENTS INC
COM
237266101
374170
7168
SH
SOLE
7168
0
0
DEFINITIVE HEALTHCARE CORP
CLASS A COM
24477E103
10690380
1337970
SH
SOLE
1060436
0
277534
DESCARTES SYS GROUP INC
COM
249906108
2207124
30078
SH
SOLE
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0
7802
DOCGO INC
COM
256086109
8563450
1606651
SH
SOLE
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0
330463
DOUGLAS DYNAMICS INC
COM
25960R105
2201933
72960
SH
SOLE
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0
EDGEWISE THERAPEUTICS INC
COM
28036F105
5381198
939127
SH
SOLE
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0
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EDGIO INC
COM
53261M104
2410535
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SOLE
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ENERGY RECOVERY INC
COM
29270J100
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ENOVIX CORPORATION
COM
293594107
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SH
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ENPHASE ENERGY INC
COM
29355A107
14839246
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SH
SOLE
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ETSY INC
COM
29786A106
34412099
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SH
SOLE
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EURONET WORLDWIDE INC
COM
298736109
16249324
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SH
SOLE
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0
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EVERQUOTE INC
COM CL A
30041R108
11339944
1568457
SH
SOLE
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0
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EVOLENT HEALTH INC
CL A
30050B101
80437692
2954010
SH
SOLE
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0
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EXLSERVICE HOLDINGS INC
COM
302081104
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57920
SH
SOLE
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0
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EXPEDIA GROUP INC
COM NEW
30212P303
5891069
57156
SH
SOLE
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FIRST SOLAR INC
COM
336433107
14188410
87805
SH
SOLE
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0
6704
FIRST WATCH RESTAURANT GROUP
COM
33748L101
13250658
766377
SH
SOLE
607125
0
159252
FIVE9 INC
COM
338307101
4255053
66175
SH
SOLE
48799
0
17376
FIVERR INTL LTD
ORD SHS
M4R82T106
11899002
486269
SH
SOLE
387090
0
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FOX FACTORY HLDG CORP
COM
35138V102
1980411
19988
SH
SOLE
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0
5187
GENIUS SPORTS LIMITED
SHARES CL A
G3934V109
76774903
14404297
SH
SOLE
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0
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GENTHERM INC
COM
37253A103
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256129
SH
SOLE
234366
0
21763
GLOBANT S A
COM
L44385109
39252253
198394
SH
SOLE
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0
40884
GOOSEHEAD INS INC
COM CL A
38267D109
5529083
74186
SH
SOLE
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0
16696
GRID DYNAMICS HLDGS INC
CL A
39813G109
27655823
2270593
SH
SOLE
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0
192816
GROCERY OUTLET HLDG CORP
COM
39874R101
4028729
139644
SH
SOLE
105067
0
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GUIDEWIRE SOFTWARE INC
COM
40171V100
12727260
141414
SH
SOLE
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0
35051
HARMONIC INC
COM
413160102
11003681
1142646
SH
SOLE
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0
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HARVARD BIOSCIENCE INC
COM
416906105
7462960
1735572
SH
SOLE
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0
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HASHICORP INC
COM CL A
418100103
3038148
133077
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SOLE
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0
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HEALTH CATALYST INC
COM
42225T107
11920378
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SH
SOLE
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0
232408
HEALTHEQUITY INC
COM
42226A107
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489387
SH
SOLE
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0
102586
HUBSPOT INC
COM
443573100
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70028
SH
SOLE
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0
15146
HUDSON TECHNOLOGIES INC
COM
444144109
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698789
SH
SOLE
621037
0
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ICAD INC
COM NEW
44934S206
1888807
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SH
SOLE
781808
0
113361
IMMUNOGEN INC
COM
45253H101
10813453
681377
SH
SOLE
537868
0
143509
INDIE SEMICONDUCTOR INC
CLASS A COM
45569U101
50898929
8079195
SH
SOLE
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0
690736
INSMED INC
COM PAR $.01
457669307
5958495
235980
SH
SOLE
176933
0
59047
INSULET CORP
COM
45784P101
1312603
8230
SH
SOLE
8230
0
0
INTELLIA THERAPEUTICS INC
COM
45826J105
6488139
205191
SH
SOLE
160164
0
45027
JAMES RIV GROUP LTD
COM
G5005R107
12766211
831675
SH
SOLE
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0
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JFROG LTD
ORD SHS
M6191J100
4363619
172067
SH
SOLE
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0
45308
KEZAR LIFE SCIENCES INC
COM
49372L100
1728544
1452558
SH
SOLE
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0
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KINIKSA PHARMACEUTICALS LTD
COM CL A
G5269C101
9279297
534214
SH
SOLE
431289
0
102925
KINSALE CAP GROUP INC
COM
49714P108
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23785
SH
SOLE
17642
0
6143
KLAVIYO INC
COM SER A
49845K101
2420796
70168
SH
SOLE
55403
0
14765
KORNIT DIGITAL LTD
SHS
M6372Q113
45122550
2386174
SH
SOLE
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0
325467
LIFE TIME GROUP HOLDINGS INC
COMMON STOCK
53190C102
25824846
1697886
SH
SOLE
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0
362723
LIFEMD INC
COM
53216B104
525081
84013
SH
SOLE
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0
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LIQUIDITY SVCS INC
COM
53635B107
14083472
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SH
SOLE
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166975
LOVESAC COMPANY
COM
54738L109
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1446054
SH
SOLE
1162989
0
283065
MAGNITE INC
COM
55955D100
54316675
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SH
SOLE
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MATERION CORP
COM
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23632114
231892
SH
SOLE
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MAXCYTE INC
COM
57777K106
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SH
SOLE
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166001
MAYVILLE ENGR CO INC
COM
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168214
15334
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SOLE
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MESA LABS INC
COM
59064R109
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63873
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SOLE
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12113
MIRATI THERAPEUTICS INC
COM
60468T105
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SOLE
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36375
MONOLITHIC PWR SYS INC
COM
609839105
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SH
SOLE
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3455
MOONLAKE IMMUNOTHERAPEUTICS
CLASS A ORD
61559X104
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84562
SH
SOLE
66873
0
17689
NATERA INC
COM
632307104
16669152
376704
SH
SOLE
333678
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43026
NEOGEN CORP
COM
640491106
11222262
605300
SH
SOLE
461132
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NOVA LTD
COM
M7516K103
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15642
SH
SOLE
11566
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4076
NUTANIX INC
CL A
67059N108
12418710
356041
SH
SOLE
272527
0
83514
NUVEI CORPORATION
SUB VTG SHS
67079A102
189375
12625
SH
SOLE
12625
0
0
ODDITY TECH LTD
SHS CL A
M7518J104
17862399
630067
SH
SOLE
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130980
OKTA INC
CL A
679295105
4229472
51889
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OLINK HLDG AB
SPONSORED ADS
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805456
SH
SOLE
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0
162562
ONTO INNOVATION INC
COM
683344105
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74368
SH
SOLE
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ORTHOPEDIATRICS CORP
COM
68752L100
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SH
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OSI SYSTEMS INC
COM
671044105
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PACIFIC BIOSCIENCES CALIF IN
COM
69404D108
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SH
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PAYCOM SOFTWARE INC
COM
70432V102
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PAYLOCITY HLDG CORP
COM
70438V106
41864407
230404
SH
SOLE
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0
48333
PENTAIR PLC
SHS
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418285
6460
SH
SOLE
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0
0
PERFICIENT INC
COM
71375U101
12872577
222478
SH
SOLE
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0
55434
PHREESIA INC
COM
71944F106
20303703
1086922
SH
SOLE
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0
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PLIANT THERAPEUTICS INC
COM
729139105
16285884
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SH
SOLE
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0
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PORCH GROUP INC
COM
733245104
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10612541
SH
SOLE
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PORTILLOS INC
COM CL A
73642K106
15232006
989734
SH
SOLE
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0
208345
POWER INTEGRATIONS INC
COM
739276103
8591896
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SH
SOLE
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PROS HOLDINGS INC
COM
74346Y103
22454047
648586
SH
SOLE
505861
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142725
PROTHENA CORP PLC
SHS
G72800108
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348065
SH
SOLE
287058
0
61007
PTC INC
COM
69370C100
10268258
72475
SH
SOLE
53275
0
19200
PURE STORAGE INC
CL A
74624M102
17690067
496633
SH
SOLE
397712
0
98921
QUALYS INC
COM
74758T303
8970550
58804
SH
SOLE
43190
0
15614
QUANTERIX CORP
COM
74766Q101
20609166
759365
SH
SOLE
640149
0
119216
RADWARE LTD
ORD
M81873107
4489248
265322
SH
SOLE
214273
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51049
RAPID7 INC
COM
753422104
4836291
105642
SH
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24984
RB GLOBAL INC
COM
74935Q107
47543063
760689
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SOLE
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0
177440
RBC BEARINGS INC
COM
75524B104
23171144
98967
SH
SOLE
75366
0
23601
RENALYTIX PLC
ADS
75973T101
514357
321473
SH
SOLE
290827
0
30646
REPLIGEN CORP
COM
759916109
21109850
132758
SH
SOLE
100021
0
32737
RESEARCH SOLUTIONS INC
COM
761025105
74920
29968
SH
SOLE
29968
0
0
REVANCE THERAPEUTICS INC
COM
761330109
4075979
355360
SH
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266288
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RISKIFIED LTD
SHS CL A
M8216R109
12554067
2802247
SH
SOLE
2553195
0
249052
ROGERS CORP
COM
775133101
3191171
24273
SH
SOLE
17826
0
6447
RUSH ENTERPRISES INC
CL A
781846209
921329
22565
SH
SOLE
22565
0
0
SHOCKWAVE MED INC
COM
82489T104
5923623
29752
SH
SOLE
22401
0
7351
SI-BONE INC
COM
825704109
24133589
1136233
SH
SOLE
957314
0
178919
SILICON LABORATORIES INC
COM
826919102
5201259
44881
SH
SOLE
33057
0
11824
SITIME CORP
COM
82982T106
2229475
19514
SH
SOLE
14280
0
5234
SMARTSHEET INC
COM CL A
83200N103
4177131
103241
SH
SOLE
76104
0
27137
SOLAREDGE TECHNOLOGIES INC
COM
83417M104
4901565
37847
SH
SOLE
36654
0
1193
SOUNDTHINKING INC
COM
82536T107
10027616
560202
SH
SOLE
459337
0
100865
SPRINKLR INC
CL A
85208T107
4076807
294567
SH
SOLE
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74438
SPROUT SOCIAL INC
COM CL A
85209W109
107447655
2154123
SH
SOLE
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0
455496
SPS COMM INC
COM
78463M107
72433158
424554
SH
SOLE
334000
0
90554
SPX TECHNOLOGIES INC
COM
78473E103
11941950
146707
SH
SOLE
134171
0
12536
STOKE THERAPEUTICS INC
COM
86150R107
3353732
851201
SH
SOLE
675005
0
176196
STONERIDGE INC
COM
86183P102
3894584
194050
SH
SOLE
177129
0
16921
STRATASYS LTD
SHS
M85548101
12874679
945972
SH
SOLE
744100
0
201872
SUNOPTA INC
COM
8676EP108
579883
172072
SH
SOLE
150257
0
21815
SUPER MICRO COMPUTER INC
COM
86800U104
7592603
27688
SH
SOLE
25003
0
2685
SYMBOTIC INC
CLASS A COM
87151X101
301238
9011
SH
SOLE
9011
0
0
TANDEM DIABETES CARE INC
COM NEW
875372203
2054651
98924
SH
SOLE
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0
24947
TETRA TECH INC NEW
COM
88162G103
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SOLE
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0
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TEXAS CAP BANCSHARES INC
COM
88224Q107
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THE BEAUTY HEALTH COMPANY
COM CL A
88331L108
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233502
SH
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THREDUP INC
CL A
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3981962
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SOLE
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CL A
888787108
63454150
3387835
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SOLE
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720229
TOPGOLF CALLAWAY BRANDS CORP
COM
131193104
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1100888
SH
SOLE
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0
257291
TRADEWEB MKTS INC
CL A
892672106
5931672
73961
SH
SOLE
54018
0
19943
TRANSMEDICS GROUP INC
COM
89377M109
7329821
133878
SH
SOLE
109151
0
24727
TWILIO INC
CL A
90138F102
2950614
50412
SH
SOLE
37069
0
13343
UDEMY INC
COM
902685106
16929228
1782024
SH
SOLE
1412756
0
369268
VARONIS SYS INC
COM
922280102
6654513
217895
SH
SOLE
159922
0
57973
VEECO INSTRS INC DEL
COM
922417100
20696156
736256
SH
SOLE
569265
0
166991
VERACYTE INC
COM
92337F107
8514965
381324
SH
SOLE
326668
0
54656
VERICEL CORP
COM
92346J108
2538336
75726
SH
SOLE
75726
0
0
VERTEX INC
CL A
92538J106
10263446
444305
SH
SOLE
343619
0
100686
VIAD CORP
COM
92552R406
2457639
93803
SH
SOLE
81907
0
11896
VICOR CORP
COM
925815102
7616303
129331
SH
SOLE
103076
0
26255
VICTORY CAP HLDGS INC
COM CL A
92645B103
33158764
994564
SH
SOLE
786157
0
208407
VITA COCO CO INC
COM
92846Q107
30275458
1162652
SH
SOLE
1060192
0
102460
WATTS WATER TECHNOLOGIES INC
CL A
942749102
298633
1728
SH
SOLE
1728
0
0
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
41557102
999209
SH
SOLE
804973
0
194236
WNS HLDGS LTD
SPON ADR
92932M101
11320066
165353
SH
SOLE
125521
0
39832
WORKIVA INC
COM CL A
98139A105
44153939
435701
SH
SOLE
342964
0
92737
WW INTL INC
COM
98262P101
28097841
2538197
SH
SOLE
1992373
0
545824
XENON PHARMACEUTICALS INC
COM
98420N105
8071666
236290
SH
SOLE
189033
0
47257
ZETA GLOBAL HOLDINGS CORP
CL A
98956A105
58754950
7036521
SH
SOLE
5611046
0
1425475
ZYMEWORKS INC
COM
98985Y108
4572288
721181
SH
SOLE
566745
0
154436