Hood River Capital Management LLC Q1 2018 Filing
Filed May 7, 2018
Portfolio Value
$1.8T
Holdings
92
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (92 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LITELUMENTUM HOLDINGS INC | 992,918 | $63.3B | 3.56% | |
| 2 | —MAGELLAN HEALTH INC | 505,778 | $54.2B | 3.04% | |
| 3 | KNXKNIGHT-SWIFT TRANSPORTATION | 1,095,055 | $50.4B | 2.83% | |
| 4 | —TIVITY HEALTH INC | 1,236,815 | $49.0B | 2.75% | |
| 5 | MTZMASTEC INC | 1,010,132 | $47.5B | 2.67% | |
| 6 | ODFLOLD DOMINION FREIGHT LINE | 319,856 | $47.0B | 2.64% | |
| 7 | SEMSELECT MEDICAL HOLDINGS CORP | 2,437,544 | $42.0B | 2.36% | |
| 8 | —ELDORADO RESORT | 1,260,670 | $41.6B | 2.34% | |
| 9 | PRAHPRA HEALTH SCIENCES INC | 460,878 | $38.2B | 2.15% | |
| 10 | —BIOTELEMETRY INC | 1,205,511 | $37.4B | 2.10% | |
| 11 | NVRIHARSCO CORP | 1,808,277 | $37.3B | 2.10% | |
| 12 | ASGNASGN INC | 439,592 | $36.0B | 2.02% | |
| 13 | —BOINGO WIRELESS INC | 1,414,116 | $35.0B | 1.97% | |
| 14 | TRHCEURTABULA RASA HEALTHCARE INC | 893,843 | $34.7B | 1.95% | |
| 15 | TDOCTELADOC INC | 848,848 | $34.2B | 1.92% | |
| 16 | EEFTEURONET WORLDWIDE INC | 422,548 | $33.3B | 1.87% | |
| 17 | LGNDLIGAND PHARMACEUTICALS | 181,378 | $30.0B | 1.68% | |
| 18 | CSGPCOSTAR GROUP INC | 74,950 | $27.2B | 1.53% | |
| 19 | VSATVIASAT INC | 408,509 | $26.8B | 1.51% | |
| 20 | —TRINSEO SA | 328,872 | $24.4B | 1.37% | |
| 21 | —LIMELIGHT NETWORKS INC | 5,801,635 | $23.8B | 1.34% | |
| 22 | —FIRST CASH FINANCIAL SERVICES INC | 290,833 | $23.6B | 1.33% | |
| 23 | KFYKORN/FERRY INTERNATIONAL | 442,922 | $22.9B | 1.28% | |
| 24 | WBSWEBSTER FINANCIAL CORP | 412,262 | $22.8B | 1.28% | |
| 25 | —BOTTOMLINE TECHNOLOGIES DE | 588,710 | $22.8B | 1.28% | |
| 26 | DXPEDXP ENTERPRISES INC | 570,439 | $22.2B | 1.25% | |
| 27 | GKDGRAND CANYON EDUCATION INC | 208,109 | $21.8B | 1.23% | |
| 28 | GLOBGLOBANT SA | 422,190 | $21.8B | 1.22% | |
| 29 | CRLCHARLES RIV LABORATORIES INTL | 196,887 | $21.0B | 1.18% | |
| 30 | GTLSCHART INDUSTRIES INC | 352,306 | $20.8B | 1.17% | |
| 31 | MXMAGNACHIP SEMICONDUCTOR | 2,101,916 | $20.2B | 1.13% | |
| 32 | KNSLKINSALE CAPITAL GROUP INC | 391,798 | $20.1B | 1.13% | |
| 33 | RRNRED ROBIN GOURMET BURGERS | 326,611 | $18.9B | 1.06% | |
| 34 | LCIILCI INDUSTRIES | 179,569 | $18.7B | 1.05% | |
| 35 | WNSNWNS HOLDINGS LTD ADR | 410,204 | $18.6B | 1.04% | |
| 36 | BECNUSDBEACON ROOFING SUPPLY INC | 349,930 | $18.6B | 1.04% | |
| 37 | —NANOMETRICS INC | 685,801 | $18.4B | 1.04% | |
| 38 | WEAWESTERN ALLIANCE BANCORP | 315,894 | $18.4B | 1.03% | |
| 39 | HXLHEXCEL CORP | 281,606 | $18.2B | 1.02% | |
| 40 | PWRQUANTA SERVICES | 524,925 | $18.0B | 1.01% | |
| 41 | —KMG CHEMICALS INC | 295,801 | $17.7B | 1.00% | |
| 42 | EVBGEUREVERBRIDGE INC | 481,206 | $17.6B | 0.99% | |
| 43 | UNFIUNITED NATURAL FOODS INC | 408,100 | $17.5B | 0.98% | |
| 44 | CHGGCHEGG INC | 825,595 | $17.1B | 0.96% | |
| 45 | PTENPATTERSON-UTI ENERGY INC | 971,797 | $17.0B | 0.96% | |
| 46 | —INTEGRATED DEVICE TECH INC | 556,416 | $17.0B | 0.96% | |
| 47 | MGNXMACROGENICS INC | 646,109 | $16.3B | 0.91% | |
| 48 | TBITRUEBLUE INC | 623,124 | $16.1B | 0.91% | |
| 49 | PATKPATRICK INDUSTRIES INC | 258,168 | $16.0B | 0.90% | |
| 50 | MBUUMALIBU BOATS INC - A | 458,991 | $15.2B | 0.86% | |
| 51 | SG7SAGE THERAPEUTI | 92,583 | $14.9B | 0.84% | |
| 52 | WATTENERGOUS CORP | 927,585 | $14.9B | 0.84% | |
| 53 | PLCECHILDRENS PLACE INC THE | 108,367 | $14.7B | 0.82% | |
| 54 | WCGEURWELLCARE HEALTH PLANS | 73,100 | $14.2B | 0.80% | |
| 55 | UCTTULTRA CLEAN HOLDINGS INC | 732,315 | $14.1B | 0.79% | |
| 56 | HRIHERC HOLDINGS INC | 210,716 | $13.7B | 0.77% | |
| 57 | DMRCDIGIMARC CORP | 567,726 | $13.6B | 0.76% | |
| 58 | —ELECTRO SCIENTIFIC INDS INC | 701,693 | $13.6B | 0.76% | |
| 59 | USNAUSANA HEALTH SCIENCES INC | 152,686 | $13.1B | 0.74% | |
| 60 | COHREURCOHERENT INC | 69,773 | $13.1B | 0.73% | |
| 61 | AVYAUSDAVAYA HOLDINGS CORP | 573,923 | $12.9B | 0.72% | |
| 62 | NUVAGBPNUVASIVE INC | 239,883 | $12.5B | 0.70% | |
| 63 | PGTIUSDPGT INNOVATIONS INC | 663,893 | $12.4B | 0.70% | |
| 64 | QNSTQUINSTREET INC | 967,742 | $12.4B | 0.69% | |
| 65 | HCQAMN HEALTHCARE SERVICES INC | 209,439 | $11.9B | 0.67% | |
| 66 | —DIPLOMAT PHARMACY INC | 589,397 | $11.9B | 0.67% | |
| 67 | —MCBC HOLDINGS INC | 469,127 | $11.8B | 0.66% | |
| 68 | AMDADVANCED MICRO DEVICES INC | 1,173,688 | $11.8B | 0.66% | |
| 69 | WPRTWESTPORT FUEL SYSTEMS INC | 5,183,612 | $11.4B | 0.64% | |
| 70 | AGCOAGCO CORP | 171,963 | $11.2B | 0.63% | |
| 71 | CTLTEURCATALENT INC | 269,986 | $11.1B | 0.62% | |
| 72 | —ECHO GLOBAL LOGISTICS INC | 400,907 | $11.1B | 0.62% | |
| 73 | LOGMEURLOGMEIN INC | 94,932 | $11.0B | 0.62% | |
| 74 | FMFFORMFACTOR INC | 802,686 | $11.0B | 0.62% | |
| 75 | AGIOAGIOS PHARMACEUTICALS INC | 133,322 | $10.9B | 0.61% | |
| 76 | CENXCENTURY ALUMINUM COMPANY | 651,452 | $10.8B | 0.61% | |
| 77 | AXTIAXT INC | 1,419,671 | $10.3B | 0.58% | |
| 78 | IOUSDION GEOPHYSICAL CORP | 374,858 | $10.2B | 0.57% | |
| 79 | VCRAUSDVOCERA COMMUNICATIONS INC | 431,241 | $10.1B | 0.57% | |
| 80 | AXONAXON ENTERPRISE INC | 247,687 | $9.7B | 0.55% | |
| 81 | HEESEURH & E EQUIPMENT SERVICES INC | 246,500 | $9.5B | 0.53% | |
| 82 | USCRUS CONCRETE INC | 155,643 | $9.4B | 0.53% | |
| 83 | —TIER REIT INC | 500,852 | $9.3B | 0.52% | |
| 84 | RAREULTRAGENYX PHARMACEUTICAL INC | 126,230 | $6.4B | 0.36% | |
| 85 | LHCGUSDLHC GROUP LLC | 98,711 | $6.1B | 0.34% | |
| 86 | —XCERRA CORP | 231,322 | $2.7B | 0.15% | |
| 87 | —FUSION TELECOMM | 611,016 | $2.0B | 0.11% | |
| 88 | —MICROSEMI CORP | 849 | $55.0M | 0.00% | |
| 89 | PHPARKER HANNIFIN CORP | 143 | $24.0M | 0.00% | |
| 90 | LKQ1LKQ CORP | 424 | $16.0M | 0.00% | |
| 91 | PENNPENN NATIONAL GAMING INC | 488 | $13.0M | 0.00% | |
| 92 | EHCENCOMPASS HEALTH CORP | 231 | $13.0M | 0.00% |