
	Mariko Gordon
	Daruma Capital Management

	Last update 2018-08-14	50 Stocks (5 new)
	Value $1.54 Bil	Turnover 5 %
	Top Holdings: EHC (5.08%) PLNT (5.03%) WEX (4.73%) CSGP (4.41%) ENTG (4.13%)
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Price change from average %

Market Cap

Mariko Gordon Latest Trades


										TWNK	Hostess Brands Inc	2018-06-30	Sold Out	-3.40 %	0 $ 0 0	$10.92	-20.75 %	Sold Out	-
NNBR	NN Inc	2018-06-30	Reduce	-2.50 %	0 $ 0 0	$12.44	-42.25 %	Reduce -88.54%	216,400
NR	Newpark Resources Inc	2018-06-30	Reduce	-1.21 %	0 $ 0 0	$10.01	-1.38 %	Reduce -56.99%	1,818,409
DPLO	Diplomat Pharmacy Inc	2018-06-30	New Buy	+0.98 %	0 $ 0 0	$18.81	-19.31 %	New holding	592,659
ELY	Callaway Golf Co	2018-06-30	Reduce	-0.95 %	0 $ 0 0	$23.28	27.21 %	Reduce -24.75%	2,827,007
FCB	FCB Financial Holdings Inc	2018-06-30	Reduce	-0.95 %	0 $ 0 0	$44.64	-23.93 %	Reduce -24.99%	895,224
GPRE	Green Plains Inc	2018-06-30	Reduce	-0.91 %	0 $ 0 0	$18.51	-3.39 %	Reduce -26.41%	2,433,908
BECN	Beacon Roofing Supply Inc	2018-06-30	Add	+0.77 %	0 $ 0 0	$31.01	-32.75 %	Add 31.49%	1,165,581
WTTR	Select Energy Services Inc	2018-06-30	New Buy	+0.67 %	0 $ 0 0	$11.70	-20.52 %	New holding	714,122
WIFI	Boingo Wireless Inc	2018-06-30	Add	+0.57 %	0 $ 0 0	$31.53	37.69 %	Add 20.54%	2,282,285
HDP	Hortonworks Inc	2018-06-30	Add	+0.40 %	0 $ 0 0	$19.75	9.84 %	Add 12.83%	2,955,679
PRO	Pros Holdings Inc	2018-06-30	Reduce	-0.36 %	0 $ 0 0	$32.13	-6.13 %	Reduce -9.71%	1,623,717
CTLT	Catalent Inc	2018-06-30	New Buy	+0.31 %	0 $ 0 0	$41.57	2.85 %	New holding	112,341
EVR	Evercore Inc	2018-06-30	Reduce	-0.31 %	0 $ 0 0	$89.42	-13.27 %	Reduce -8.84%	581,462
MTZ	MasTec Inc	2018-06-30	New Buy	+0.29 %	0 $ 0 0	$42.21	-12.66 %	New holding	88,573
ARMK	Aramark	2018-06-30	New Buy	+0.27 %	0 $ 0 0	$40.20	5.02 %	New holding	111,663
MSCC	Microsemi Corp	2018-06-30	Sold Out	-0.27 %	0 $ 0 0	$68.74	4.44 %	Sold Out	-
LYV	Live Nation Entertainment Inc	2018-06-30	Sold Out	-0.26 %	0 $ 0 0	$51.94	21.33 %	Sold Out	-
DY	Dycom Industries Inc	2018-06-30	Sold Out	-0.25 %	0 $ 0 0	$76.94	-24.94 %	Sold Out	-
HCSG	Healthcare Services Group Inc	2018-06-30	Sold Out	-0.15 %	0 $ 0 0	$39.61	-0.38 %	Sold Out	-
EHC	Encompass Health Corp	2018-06-30	Reduce	-0.14 %	0 $ 0 0	$74.33	18.38 %	Reduce -3.29%	1,155,598
PLNT	Planet Fitness Inc	2018-06-30	Reduce	-0.14 %	0 $ 0 0	$46.62	13.57 %	Reduce -3.22%	1,764,046
WEX	WEX Inc	2018-06-30	Reduce	-0.13 %	0 $ 0 0	$183.11	5.04 %	Reduce -3.24%	382,950
FIX	Comfort Systems USA Inc	2018-06-30	Reduce	-0.12 %	0 $ 0 0	$51.93	16.54 %	Reduce -3.45%	1,305,956
CSGP	CoStar Group Inc	2018-06-30	Reduce	-0.11 %	0 $ 0 0	$380.59	-1.09 %	Reduce -2.89%	164,903
NPO	EnPro Industries Inc	2018-06-30	Reduce	-0.11 %	0 $ 0 0	$66.62	-10.82 %	Reduce -3.41%	653,690
OSUR	OraSure Technologies Inc	2018-06-30	Reduce	-0.11 %	0 $ 0 0	$14.10	-16.52 %	Reduce -3.40%	2,834,695
TCBI	Texas Capital Bancshares Inc	2018-06-30	Reduce	-0.11 %	0 $ 0 0	$76.49	-21.07 %	Reduce -3.39%	585,253
AAWW	Atlas Air Worldwide Holdings Inc	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$52.86	-21.68 %	Reduce -3.17%	723,286
IVC	Invacare Corp	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$14.14	-21.92 %	Reduce -3.45%	2,374,005
TYPE	Monotype Imaging Holdings Inc	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$18.98	-13.45 %	Reduce -3.34%	1,889,247
NOVT	Novanta Inc	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$64.24	5.16 %	Reduce -3.02%	856,053
PCRX	Pacira Pharmaceuticals Inc	2018-06-30	Add	+0.09 %	0 $ 0 0	$45.32	31.25 %	Add 3.87%	1,181,250
REI	Ring Energy Inc	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$8.42	-42.09 %	Reduce -3.45%	2,871,571
NP	Neenah Inc	2018-06-30	Reduce	-0.08 %	0 $ 0 0	$77.44	-4.64 %	Reduce -3.03%	492,972
AEM	Agnico Eagle Mines Ltd	2018-06-30	Add	+0.07 %	0 $ 0 0	$37.98	-13.64 %	Add 29.78%	102,654
KTOS	Kratos Defense & Security Solutions Inc	2018-06-30	Add	+0.07 %	0 $ 0 0	$13.52	22.69 %	Add 2.60%	3,650,400
IIVI	II-VI Inc	2018-06-30	Reduce	-0.05 %	0 $ 0 0	$38.63	-12.48 %	Reduce -17.17%	98,651
NATI	National Instruments Corp	2018-06-30	Add	+0.05 %	0 $ 0 0	$43	-3.11 %	Add 24.60%	96,136
WWD	Woodward Inc	2018-06-30	Add	+0.04 %	0 $ 0 0	$74.17	-1.21 %	Add 16.61%	52,228

Total 1138