
	Mariko Gordon
	Daruma Capital Management

	Last update 2019-05-15	50 Stocks (9 new)
	Value $879.00 Mil	Turnover 26 %
	Top Holdings: PLNT(4.25%) CSGP(4.20%) AERI(4.04%) TXMD(3.94%) KTOS(3.71%)
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Mariko Gordon Latest Trades

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Real Time Picks after 2019-03-31 are displayed for Premium Members Only
PLCE	Children's Place Inc	2019-03-31	New Buy	+3.26%	0 ($ 0) 0	$97.40	6.85%	New holding	294,810
HDP	Hortonworks Inc	2019-03-31	Sold Out	-3.18%	0 ($ 0) 0	$14.68	0.62%	Sold Out	0
SNV	Synovus Financial Corp	2019-03-31	New Buy	+3.11%	0 ($ 0) 0	$32.93	-10.15%	New holding	795,633
AAWW	Atlas Air Worldwide Holdings Inc	2019-03-31	Sold Out	-3.01%	0 ($ 0) 0	$40.57	-19.71%	Sold Out	0
CLDR	Cloudera Inc	2019-03-31	Add	+2.86%	0 ($ 0) 0	$5.79	-54.91%	Add 1088.55%	2,504,752
MTX	Minerals Technologies Inc	2019-03-31	New Buy	+2.54%	0 ($ 0) 0	$57.26	0.35%	New holding	379,562
TCBI	Texas Capital Bancshares Inc	2019-03-31	Sold Out	-2.44%	0 ($ 0) 0	$59.44	2.70%	Sold Out	0
BRKS	Brooks Automation Inc	2019-03-31	New Buy	+2.34%	0 ($ 0) 0	$38.49	28.09%	New holding	700,377
BLMN	Bloomin Brands Inc	2019-03-31	New Buy	+2.16%	0 ($ 0) 0	$19.72	-0.85%	New holding	927,381
EPAY	Bottomline Technologies Inc	2019-03-31	New Buy	+2.14%	0 ($ 0) 0	$44.62	-7.62%	New holding	375,219
KEM	Kemet Corp	2019-03-31	New Buy	+2.03%	0 ($ 0) 0	$17.04	-7.39%	New holding	1,052,830
PCRX	Pacira BioSciences Inc	2019-03-31	Reduce	-1.62%	0 ($ 0) 0	$42.67	9.05%	Reduce -61.43%	177,242
PRO	Pros Holdings Inc	2019-03-31	Reduce	-1.56%	0 ($ 0) 0	$62.70	65.79%	Reduce -36.45%	649,585
AERI	Aerie Pharmaceuticals Inc	2019-03-31	Add	+1.52%	0 ($ 0) 0	$33.31	-24.05%	Add 60.35%	747,221
KTOS	Kratos Defense & Security Solutions Inc	2019-03-31	Reduce	-1.44%	0 ($ 0) 0	$21.19	34.88%	Reduce -26.95%	2,087,640
NOVT	Novanta Inc	2019-03-31	Reduce	-1.37%	0 ($ 0) 0	$86.04	15.01%	Reduce -33.36%	327,595
PLNT	Planet Fitness Inc	2019-03-31	Reduce	-1.24%	0 ($ 0) 0	$81.17	34.37%	Reduce -24.14%	544,379
IIVI	II-VI Inc	2019-03-31	Add	+1.17%	0 ($ 0) 0	$34.19	-7.32%	Add 49.61%	836,407
MTSI	MACOM Technology Solutions Holdings Inc	2019-03-31	Reduce	-1.17%	0 ($ 0) 0	$14.56	-16.18%	Reduce -65.93%	314,491
EVR	Evercore Inc	2019-03-31	Reduce	-1.06%	0 ($ 0) 0	$86.44	-1.32%	Reduce -36.14%	196,970
HOME	At Home Group Inc	2019-03-31	Add	+0.95%	0 ($ 0) 0	$7.78	-64.83%	Add 44.9%	1,515,512
ENTG	Entegris Inc	2019-03-31	Reduce	-0.93%	0 ($ 0) 0	$36.03	8.52%	Reduce -22.47%	867,461
WTTR	Select Energy Services Inc	2019-03-31	Sold Out	-0.73%	0 ($ 0) 0	$11.53	23.32%	Sold Out	0
TNDM	Tandem Diabetes Care Inc	2019-03-31	Reduce	-0.61%	0 ($ 0) 0	$63.87	22.50%	Reduce -24.24%	377,996
WEX	WEX Inc	2019-03-31	Reduce	-0.57%	0 ($ 0) 0	$203.21	20.61%	Reduce -16.17%	158,846
FIX	Comfort Systems USA Inc	2019-03-31	Reduce	-0.45%	0 ($ 0) 0	$48.91	-1.75%	Reduce -12.93%	520,316
EHC	Encompass Health Corp	2019-03-31	Reduce	-0.45%	0 ($ 0) 0	$60.69	-4.80%	Reduce -11.41%	422,628
CSGP	CoStar Group Inc	2019-03-31	Reduce	-0.42%	0 ($ 0) 0	$554.52	34.79%	Reduce -10.5%	79,138
TXMD	TherapeuticsMD Inc	2019-03-31	Add	+0.42%	0 ($ 0) 0	$2.65	-49.72%	Add 11.79%	7,111,035
GTLS	Chart Industries Inc	2019-03-31	New Buy	+0.39%	0 ($ 0) 0	$75.10	-6.72%	New holding	37,683
ARMK	Aramark	2019-03-31	Sold Out	-0.39%	0 ($ 0) 0	$34.81	12.25%	Sold Out	0
CUB	Cubic Corp	2019-03-31	Add	+0.37%	0 ($ 0) 0	$59.68	1.10%	Add 12.04%	540,859
PVH	PVH Corp	2019-03-31	Sold Out	-0.34%	0 ($ 0) 0	$88.98	-18.61%	Sold Out	0
LDOS	Leidos Holdings Inc	2019-03-31	Sold Out	-0.34%	0 ($ 0) 0	$78.27	29.95%	Sold Out	0
BC	Brunswick Corp	2019-03-31	New Buy	+0.25%	0 ($ 0) 0	$45.28	-10.12%	New holding	43,766
ALGN	Align Technology Inc	2019-03-31	Sold Out	-0.25%	0 ($ 0) 0	$286.84	20.43%	Sold Out	0
REI	Ring Energy Inc	2019-03-31	Add	+0.24%	0 ($ 0) 0	$3.27	-44.95%	Add 12.07%	3,357,609
NPO	EnPro Industries Inc	2019-03-31	Add	+0.21%	0 ($ 0) 0	$62.19	-5.73%	Add 7.71%	404,400
WPX	WPX Energy Inc	2019-03-31	Add	+0.15%	0 ($ 0) 0	$10.64	-15.29%	Add 65.43%	247,766
MTZ	MasTec Inc	2019-03-31	Reduce	-0.13%	0 ($ 0) 0	$47.75	6.44%	Reduce -31%	52,141

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