0001398344-23-019653.txt : 20231024 0001398344-23-019653.hdr.sgml : 20231024 20231024115331 ACCESSION NUMBER: 0001398344-23-019653 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231024 DATE AS OF CHANGE: 20231024 EFFECTIVENESS DATE: 20231024 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Redwood Investments, LLC CENTRAL INDEX KEY: 0001384058 IRS NUMBER: 201400026 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12234 FILM NUMBER: 231341786 BUSINESS ADDRESS: STREET 1: ONE GATEWAY CENTER, SUITE 802 CITY: NEWTON STATE: MA ZIP: 02458 BUSINESS PHONE: 617-467-3027 MAIL ADDRESS: STREET 1: ONE GATEWAY CENTER, SUITE 802 CITY: NEWTON STATE: MA ZIP: 02458 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001384058 XXXXXXXX 09-30-2023 09-30-2023 false Redwood Investments, LLC

ONE GATEWAY CENTER, SUITE 802 NEWTON MA 02458

13F HOLDINGS REPORT 028-12234 000133028 801-63597 N Steven Flammey 617-467-3027 /s/ Steven Flammey Newton MA 10-24-2023 0 112 739458952 INFORMATION TABLE 2 fp0085559-1_13fhr-table.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 5738350 18685 SH SOLE 16710 0 1975 ADDUS HOMECARE CORP COM 006739106 11601259 136181 SH SOLE 132851 0 3330 ADOBE INC COM 00724F101 1833600 3596 SH SOLE 3419 0 177 ADVANCED MICRO DEVICES INC COM 007903107 335707 3265 SH SOLE 3265 0 0 AEROVIRONMENT INC COM 008073108 16711767 149841 SH SOLE 146392 0 3449 ALKERMES PLC SHS G01767105 12200820 435588 SH SOLE 424924 0 10664 ALLEGRO MICROSYSTEMS INC COM 01749D105 9247429 289525 SH SOLE 276759 0 12766 ALPHABET INC CAP STK CL A 02079K305 11975915 91517 SH SOLE 82418 0 9099 AMAZON COM INC COM 023135106 10753971 84597 SH SOLE 79191 0 5406 AMN HEALTHCARE SVCS INC COM 001744101 7682980 90197 SH SOLE 88020 0 2177 APPLE INC COM 037833100 7542657 44055 SH SOLE 40220 0 3835 APPLIED INDL TECHNOLOGIES IN COM 03820C105 17667439 114271 SH SOLE 111511 0 2760 APTIV PLC SHS G6095L109 1119982 11360 SH SOLE 11360 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 2548070 269352 SH SOLE 97386 0 171966 ASPEN AEROGELS INC COM 04523Y105 6273038 729423 SH SOLE 711545 0 17878 ATKORE INC COM 047649108 16175478 108422 SH SOLE 105775 0 2647 AXCELIS TECHNOLOGIES INC COM NEW 054540208 8257667 50645 SH SOLE 49403 0 1242 AXOS FINANCIAL INC COM 05465C100 13861947 366137 SH SOLE 357259 0 8878 BJS WHSL CLUB HLDGS INC COM 05550J101 221318 3101 SH SOLE 3101 0 0 BOOKING HOLDINGS INC COM 09857L108 2343802 760 SH SOLE 577 0 183 BOYD GAMING CORP COM 103304101 4051886 66610 SH SOLE 64980 0 1630 BRINKS CO COM 109696104 16729428 230306 SH SOLE 224681 0 5625 CACTUS INC CL A 127203107 14203806 282888 SH SOLE 275987 0 6901 CALIX INC COM 13100M509 10633596 231972 SH SOLE 226358 0 5614 CDW CORP COM 12514G108 1838841 9114 SH SOLE 8762 0 352 CHARLES RIV LABS INTL INC COM 159864107 219498 1120 SH SOLE 1120 0 0 CHART INDS INC COM 16115Q308 16774167 99185 SH SOLE 96751 0 2434 CHIPOTLE MEXICAN GRILL INC COM 169656105 3623360 1978 SH SOLE 1676 0 302 CINTAS CORP COM 172908105 4611443 9587 SH SOLE 8748 0 839 COMFORT SYS USA INC COM 199908104 13800654 80985 SH SOLE 78998 0 1987 CONSTELLATION BRANDS INC CL A 21036P108 1866879 7428 SH SOLE 7056 0 372 COSTAR GROUP INC COM 22160N109 1360338 17692 SH SOLE 17692 0 0 COSTCO WHSL CORP NEW COM 22160K105 6035468 10683 SH SOLE 9745 0 938 CROWDSTRIKE HLDGS INC CL A 22788C105 218431 1305 SH SOLE 1305 0 0 D R HORTON INC COM 23331A109 391083 3639 SH SOLE 3639 0 0 DANAHER CORPORATION COM 235851102 3581075 14434 SH SOLE 12985 0 1449 DESCARTES SYS GROUP INC COM 249906108 4496881 61224 SH SOLE 43838 0 17386 DIAMONDBACK ENERGY INC COM 25278X109 4193531 27076 SH SOLE 23379 0 3697 DOUBLEVERIFY HLDGS INC COM 25862V105 9681517 346387 SH SOLE 338041 0 8346 DRAFTKINGS INC NEW COM CL A 26142V105 435683 14799 SH SOLE 14799 0 0 ENDAVA PLC ADS 29260V105 302808 5280 SH SOLE 199 0 5081 ENPRO INDS INC COM 29355X107 5332845 44004 SH SOLE 42936 0 1068 ENSIGN GROUP INC COM 29358P101 15565589 167498 SH SOLE 163449 0 4049 EOG RES INC COM 26875P101 4660585 36767 SH SOLE 33158 0 3609 EQUINIX INC COM 29444U700 2177327 2998 SH SOLE 2896 0 102 EVERTEC INC COM 30040P103 15490638 416639 SH SOLE 406471 0 10168 EXTREME NETWORKS COM 30226D106 9470395 391177 SH SOLE 381643 0 9534 FORTIVE CORP COM 34959J108 200974 2710 SH SOLE 2710 0 0 FOX FACTORY HLDG CORP COM 35138V102 3688253 37225 SH SOLE 36316 0 909 FRESHPET INC COM 358039105 11033714 167482 SH SOLE 163405 0 4077 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 448175 1824 SH SOLE 69 0 1755 H & E EQUIPMENT SERVICES INC COM 404030108 12131682 280891 SH SOLE 274045 0 6846 HALOZYME THERAPEUTICS INC COM 40637H109 12547134 328459 SH SOLE 320536 0 7923 HCA HEALTHCARE INC COM 40412C101 1512777 6150 SH SOLE 5812 0 338 HDFC BANK LTD SPONSORED ADS 40415F101 2002032 33927 SH SOLE 16478 0 17449 HEALTHEQUITY INC COM 42226A107 12377300 169436 SH SOLE 165198 0 4238 HEICO CORP NEW COM 422806109 3332843 20582 SH SOLE 17690 0 2892 HUBSPOT INC COM 443573100 537318 1091 SH SOLE 1091 0 0 HURON CONSULTING GROUP INC COM 447462102 11509368 110497 SH SOLE 107784 0 2713 ICICI BANK LIMITED ADR 45104G104 7148612 309196 SH SOLE 236157 0 73039 INMODE LTD SHS M5425M103 7939795 260663 SH SOLE 232569 0 28094 INTER PARFUMS INC COM 458334109 6864908 51101 SH SOLE 49847 0 1254 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 3184716 36792 SH SOLE 31900 0 4892 ISHARES TR MSCI INDONIA ETF 46429B309 211838 9508 SH SOLE 9508 0 0 ISHARES TR MSCI INDIA ETF 46429B598 790031 17874 SH SOLE 17874 0 0 JPMORGAN CHASE & CO COM 46625H100 4264748 29408 SH SOLE 25624 0 3784 KINSALE CAP GROUP INC COM 49714P108 17640696 42597 SH SOLE 40849 0 1748 LANTHEUS HLDGS INC COM 516544103 11868296 170816 SH SOLE 166643 0 4173 LIVENT CORP COM 53814L108 8356557 453914 SH SOLE 442795 0 11119 MASTERCARD INCORPORATED CL A 57636Q104 2031018 5130 SH SOLE 5045 0 85 MERCADOLIBRE INC COM 58733R102 2427990 1915 SH SOLE 1505 0 410 MERIT MED SYS INC COM 589889104 13573473 196660 SH SOLE 191858 0 4802 MGP INGREDIENTS INC NEW COM 55303J106 14819307 140494 SH SOLE 137076 0 3418 MICROCHIP TECHNOLOGY INC. COM 595017104 1313816 16833 SH SOLE 16075 0 758 MICROSOFT CORP COM 594918104 6193436 19615 SH SOLE 18780 0 835 MONOLITHIC PWR SYS INC COM 609839105 2580270 5585 SH SOLE 4775 0 810 MOTOROLA SOLUTIONS INC COM NEW 620076307 3787403 13912 SH SOLE 11741 0 2171 MSA SAFETY INC COM 553498106 5377599 34111 SH SOLE 33288 0 823 MSCI INC COM 55354G100 2836306 5528 SH SOLE 4880 0 648 NICE LTD SPONSORED ADR 653656108 208930 1229 SH SOLE 1229 0 0 NOVO-NORDISK A S ADR 670100205 381402 4194 SH SOLE 4194 0 0 NUTANIX INC CL A 67059N108 14585735 418169 SH SOLE 407911 0 10258 NVIDIA CORPORATION COM 67066G104 3139758 7218 SH SOLE 6206 0 1012 OLLIES BARGAIN OUTLET HLDGS COM 681116109 15505462 200900 SH SOLE 195979 0 4921 ONTO INNOVATION INC COM 683344105 9997823 78402 SH SOLE 76483 0 1919 PALO ALTO NETWORKS INC COM 697435105 2664645 11366 SH SOLE 9755 0 1611 PALOMAR HLDGS INC COM 69753M105 11648597 229529 SH SOLE 223940 0 5589 PARSONS CORP DEL COM 70202L102 9937082 182835 SH SOLE 178359 0 4476 PERFORMANCE FOOD GROUP CO COM 71377A103 2926460 49719 SH SOLE 41672 0 8047 PROCTER AND GAMBLE CO COM 742718109 433642 2973 SH SOLE 2973 0 0 ROPER TECHNOLOGIES INC COM 776696106 4062141 8388 SH SOLE 8388 0 0 RUSH ENTERPRISES INC CL A 781846209 14192079 347590 SH SOLE 339025 0 8565 S&P GLOBAL INC COM 78409V104 1417060 3878 SH SOLE 3713 0 165 SALESFORCE INC COM 79466L302 3413801 16835 SH SOLE 14439 0 2396 SERVICENOW INC COM 81762P102 1943504 3477 SH SOLE 3477 0 0 SKYLINE CHAMPION CORPORATION COM 830830105 9368178 147021 SH SOLE 143429 0 3592 SPROUT SOCIAL INC COM CL A 85209W109 8712889 174677 SH SOLE 170469 0 4208 SPS COMM INC COM 78463M107 14600633 85579 SH SOLE 83492 0 2087 STRYKER CORPORATION COM 863667101 2583495 9454 SH SOLE 9129 0 325 SURGERY PARTNERS INC COM 86881A100 10143549 346788 SH SOLE 338276 0 8512 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9651288 111062 SH SOLE 78652 0 32410 TEXAS ROADHOUSE INC COM 882681109 4170356 43396 SH SOLE 42351 0 1045 TJX COS INC NEW COM 872540109 1222189 13751 SH SOLE 13365 0 386 TRACTOR SUPPLY CO COM 892356106 1347237 6635 SH SOLE 5733 0 902 UNITED RENTALS INC COM 911363109 4233640 9523 SH SOLE 8227 0 1296 UNITEDHEALTH GROUP INC COM 91324P102 7739317 15350 SH SOLE 13781 0 1569 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 811337 20671 SH SOLE 20671 0 0 VISTEON CORP COM NEW 92839U206 13261624 96050 SH SOLE 93705 0 2345 WALMART INC COM 931142103 4105563 25671 SH SOLE 25025 0 646 WASTE CONNECTIONS INC COM 94106B101 525650 3914 SH SOLE 1439 0 2475 WORKIVA INC COM CL A 98139A105 18017036 177788 SH SOLE 173438 0 4350 ZOETIS INC CL A 98978V103 2133517 12263 SH SOLE 11790 0 473