Hood River Capital Management LLC Q4 2017 Filing
Filed February 7, 2018
Portfolio Value
$1.7T
Holdings
89
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (89 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COHREURCOHERENT INC | 192,291 | $54.3B | 3.14% | |
| 2 | —MAGELLAN HEALTH INC | 549,938 | $53.1B | 3.07% | |
| 3 | KNXKNIGHT-SWIFT TRANSPORTATION | 1,195,701 | $52.3B | 3.02% | |
| 4 | MTZMASTEC INC | 1,050,314 | $51.4B | 2.97% | |
| 5 | —ELDORADO RESORT | 1,529,651 | $50.7B | 2.93% | |
| 6 | PRAHPRA HEALTH SCIENCES INC | 552,790 | $50.3B | 2.91% | |
| 7 | SEMSELECT MEDICAL HOLDINGS CORP | 2,407,432 | $42.5B | 2.46% | |
| 8 | TDOCTELADOC INC | 1,217,324 | $42.4B | 2.45% | |
| 9 | ODFLOLD DOMINION FREIGHT LINE | 315,912 | $41.6B | 2.40% | |
| 10 | —TIVITY HEALTH INC | 1,114,476 | $40.7B | 2.36% | |
| 11 | —BIOTELEMETRY INC | 1,190,626 | $35.6B | 2.06% | |
| 12 | LITELUMENTUM HOLDINGS INC | 715,642 | $35.0B | 2.02% | |
| 13 | NVRIHARSCO CORP | 1,786,307 | $33.3B | 1.93% | |
| 14 | VSATVIASAT INC | 438,630 | $32.8B | 1.90% | |
| 15 | WATTENERGOUS CORP | 1,649,853 | $32.1B | 1.86% | |
| 16 | WEAWESTERN ALLIANCE BANCORP | 560,562 | $31.7B | 1.84% | |
| 17 | BECNUSDBEACON ROOFING SUPPLY INC | 477,984 | $30.5B | 1.76% | |
| 18 | CRLCHARLES RIV LABORATORIES INTL | 247,206 | $27.1B | 1.57% | |
| 19 | —BOINGO WIRELESS INC | 1,155,233 | $26.0B | 1.50% | |
| 20 | TRHCEURTABULA RASA HEALTHCARE INC | 883,290 | $24.8B | 1.43% | |
| 21 | —TRINSEO SA | 337,386 | $24.5B | 1.42% | |
| 22 | LGNDLIGAND PHARMACEUTICALS | 178,039 | $24.4B | 1.41% | |
| 23 | FMFFORMFACTOR INC | 1,556,232 | $24.4B | 1.41% | |
| 24 | CSGPCOSTAR GROUP INC | 81,066 | $24.1B | 1.39% | |
| 25 | LCIILCI INDUSTRIES | 176,984 | $23.0B | 1.33% | |
| 26 | WBSWEBSTER FINANCIAL CORP | 404,579 | $22.7B | 1.31% | |
| 27 | PTENPATTERSON-UTI ENERGY INC | 954,253 | $22.0B | 1.27% | |
| 28 | —INTEGRATED DEVICE TECH INC | 725,403 | $21.6B | 1.25% | |
| 29 | KNSLKINSALE CAPITAL GROUP INC | 468,507 | $21.1B | 1.22% | |
| 30 | —ORBOTECH LTD | 419,088 | $21.1B | 1.22% | |
| 31 | —NANOMETRICS INC | 832,860 | $20.8B | 1.20% | |
| 32 | MXMAGNACHIP SEMICONDUCTOR | 2,067,186 | $20.6B | 1.19% | |
| 33 | PWRQUANTA SERVICES | 518,737 | $20.3B | 1.17% | |
| 34 | UNFIUNITED NATURAL FOODS INC | 402,933 | $19.9B | 1.15% | |
| 35 | —FIRST CASH FINANCIAL SERVICES INC | 285,502 | $19.3B | 1.11% | |
| 36 | AMDADVANCED MICRO DEVICES INC | 1,862,209 | $19.1B | 1.11% | |
| 37 | WPRTWESTPORT FUEL SYSTEMS INC | 5,087,680 | $19.1B | 1.11% | |
| 38 | —BOTTOMLINE TECHNOLOGIES DE | 527,475 | $18.3B | 1.06% | |
| 39 | GKDGRAND CANYON EDUCATION INC | 204,281 | $18.3B | 1.06% | |
| 40 | CHGGCHEGG INC | 1,118,602 | $18.3B | 1.06% | |
| 41 | USCRUS CONCRETE INC | 215,671 | $18.0B | 1.04% | |
| 42 | KFYKORN/FERRY INTERNATIONAL | 434,695 | $18.0B | 1.04% | |
| 43 | GLOBGLOBANT SA | 382,135 | $17.8B | 1.03% | |
| 44 | MKSIMKS INSTRUMENTS INC | 182,122 | $17.2B | 1.00% | |
| 45 | HXLHEXCEL CORP | 276,546 | $17.1B | 0.99% | |
| 46 | RRNRED ROBIN GOURMET BURGERS | 303,232 | $17.1B | 0.99% | |
| 47 | TBITRUEBLUE INC | 612,313 | $16.8B | 0.97% | |
| 48 | PATKPATRICK INDUSTRIES INC | 240,213 | $16.7B | 0.97% | |
| 49 | CTLTEURCATALENT INC | 396,385 | $16.3B | 0.94% | |
| 50 | LOGMEURLOGMEIN INC | 138,574 | $15.9B | 0.92% | |
| 51 | PLCECHILDREN'S PLACE INC THE | 106,451 | $15.5B | 0.90% | |
| 52 | —LIMELIGHT NETWORKS INC | 3,461,955 | $15.3B | 0.88% | |
| 53 | ASGNON ASSIGNMENT INC | 232,787 | $15.0B | 0.87% | |
| 54 | EVBGEUREVERBRIDGE INC | 502,969 | $14.9B | 0.86% | |
| 55 | DXPEDXP ENTERPRISES INC | 492,847 | $14.6B | 0.84% | |
| 56 | WCGEURWELLCARE HEALTH PLANS | 71,737 | $14.4B | 0.83% | |
| 57 | HEESEURH & E EQUIPMENT SERVICES INC | 335,887 | $13.7B | 0.79% | |
| 58 | MBUUMALIBU BOATS INC - A | 450,828 | $13.4B | 0.78% | |
| 59 | HRIHERC HOLDINGS INC | 208,236 | $13.0B | 0.75% | |
| 60 | CENXCENTURY ALUMINUM COMPANY | 639,869 | $12.6B | 0.73% | |
| 61 | AXTIAXT INC | 1,393,817 | $12.1B | 0.70% | |
| 62 | AGCOAGCO CORP | 169,673 | $12.1B | 0.70% | |
| 63 | MGNXMACROGENICS INC | 632,521 | $12.0B | 0.70% | |
| 64 | —TIER REIT INC | 585,947 | $11.9B | 0.69% | |
| 65 | BCOBRINKS CO | 144,023 | $11.3B | 0.66% | |
| 66 | PGTIUSDPGT INNOVATIONS INC | 652,104 | $11.0B | 0.64% | |
| 67 | —MCBC HOLDINGS INC | 459,278 | $10.2B | 0.59% | |
| 68 | HCQAMN HEALTHCARE SERVICES INC | 205,727 | $10.1B | 0.59% | |
| 69 | FIVNFIVE9 INC | 403,820 | $10.0B | 0.58% | |
| 70 | ACLSAXCELIS TECHNOLOGIES INC | 336,220 | $9.7B | 0.56% | |
| 71 | —ORBCOMM INC | 938,523 | $9.6B | 0.55% | |
| 72 | —FINISAR CORP | 466,594 | $9.5B | 0.55% | |
| 73 | DMRCDIGIMARC CORP | 253,004 | $9.1B | 0.53% | |
| 74 | —ECHO GLOBAL LOGISTICS INC | 322,975 | $9.0B | 0.52% | |
| 75 | VCRAUSDVOCERA COMMUNICATIONS INC | 286,406 | $8.7B | 0.50% | |
| 76 | PRTAPROTHENA CORP PLC | 213,119 | $8.0B | 0.46% | |
| 77 | SILCSILICOM LTD | 106,754 | $7.5B | 0.43% | |
| 78 | AGIOAGIOS PHARMACEUTICALS INC | 130,617 | $7.5B | 0.43% | |
| 79 | APPFAPPFOLIO INC - A | 162,992 | $6.8B | 0.39% | |
| 80 | LHCGUSDLHC GROUP LLC | 96,789 | $5.9B | 0.34% | |
| 81 | RAREULTRAGENYX PHARMACEUTICAL INC | 123,191 | $5.7B | 0.33% | |
| 82 | 5TCTRUECAR INC | 493,208 | $5.5B | 0.32% | |
| 83 | GTLSCHART INDUSTRIES INC | 30,000 | $1.4B | 0.08% | |
| 84 | —INSTRUCTURE INC | 1,206 | $40.0M | 0.00% | |
| 85 | PHPARKER HANNIFIN CORP | 126 | $25.0M | 0.00% | |
| 86 | —MICROSEMI CORP | 430 | $22.0M | 0.00% | |
| 87 | MIC2EURMACQUARIE INFRASTRUCTURE CO | 269 | $17.0M | 0.00% | |
| 88 | LKQ1LKQ CORP | 373 | $15.0M | 0.00% | |
| 89 | HPPHUDSON PACIFIC PROPERTIES IN | 318 | $11.0M | 0.00% |