
	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%)
	Guru Portfolio Report Download

Price change from average %

Market Cap

Mariko Gordon Latest Trades


										TWNK	Hostess Brands Inc	2018-06-30	Sold Out	-3.40 %	0 $ 0 0	$10.66	-22.64 %	Sold Out	-
NNBR	NN Inc	2018-06-30	Reduce	-2.50 %	0 $ 0 0	$12.66	-41.23 %	Reduce -88.54%	216,400
NR	Newpark Resources Inc	2018-06-30	Reduce	-1.21 %	0 $ 0 0	$9.54	-6.01 %	Reduce -56.99%	1,818,409
DPLO	Diplomat Pharmacy Inc	2018-06-30	New Buy	+0.98 %	0 $ 0 0	$20.18	-13.43 %	New holding	592,659
ELY	Callaway Golf Co	2018-06-30	Reduce	-0.95 %	0 $ 0 0	$23.44	28.09 %	Reduce -24.75%	2,827,007
FCB	FCB Financial Holdings Inc	2018-06-30	Reduce	-0.95 %	0 $ 0 0	$44.12	-24.81 %	Reduce -24.99%	895,224
GPRE	Green Plains Inc	2018-06-30	Reduce	-0.91 %	0 $ 0 0	$18.35	-4.23 %	Reduce -26.41%	2,433,908
BECN	Beacon Roofing Supply Inc	2018-06-30	Add	+0.77 %	0 $ 0 0	$30.04	-34.85 %	Add 31.49%	1,165,581
WTTR	Select Energy Services Inc	2018-06-30	New Buy	+0.67 %	0 $ 0 0	$10.94	-25.68 %	New holding	714,122
WIFI	Boingo Wireless Inc	2018-06-30	Add	+0.57 %	0 $ 0 0	$33.18	44.89 %	Add 20.54%	2,282,285
HDP	Hortonworks Inc	2018-06-30	Add	+0.40 %	0 $ 0 0	$19.03	5.84 %	Add 12.83%	2,955,679
PRO	Pros Holdings Inc	2018-06-30	Reduce	-0.36 %	0 $ 0 0	$31.34	-8.44 %	Reduce -9.71%	1,623,717
CTLT	Catalent Inc	2018-06-30	New Buy	+0.31 %	0 $ 0 0	$42.17	4.33 %	New holding	112,341
EVR	Evercore Inc	2018-06-30	Reduce	-0.31 %	0 $ 0 0	$89.05	-13.63 %	Reduce -8.84%	581,462
MTZ	MasTec Inc	2018-06-30	New Buy	+0.29 %	0 $ 0 0	$43.05	-10.92 %	New holding	88,573
ARMK	Aramark	2018-06-30	New Buy	+0.27 %	0 $ 0 0	$39.18	2.35 %	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	$52.44	22.49 %	Sold Out	-
DY	Dycom Industries Inc	2018-06-30	Sold Out	-0.25 %	0 $ 0 0	$75.33	-26.51 %	Sold Out	-
HCSG	Healthcare Services Group Inc	2018-06-30	Sold Out	-0.15 %	0 $ 0 0	$41.75	5.01 %	Sold Out	-
EHC	Encompass Health Corp	2018-06-30	Reduce	-0.14 %	0 $ 0 0	$75.92	20.91 %	Reduce -3.29%	1,155,598
PLNT	Planet Fitness Inc	2018-06-30	Reduce	-0.14 %	0 $ 0 0	$47.95	16.81 %	Reduce -3.22%	1,764,046
WEX	WEX Inc	2018-06-30	Reduce	-0.13 %	0 $ 0 0	$187.06	7.31 %	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	$388.41	0.94 %	Reduce -2.89%	164,903
NPO	EnPro Industries Inc	2018-06-30	Reduce	-0.11 %	0 $ 0 0	$65.71	-12.03 %	Reduce -3.41%	653,690
OSUR	OraSure Technologies Inc	2018-06-30	Reduce	-0.11 %	0 $ 0 0	$14.81	-12.31 %	Reduce -3.40%	2,834,695
TCBI	Texas Capital Bancshares Inc	2018-06-30	Reduce	-0.11 %	0 $ 0 0	$67.28	-30.57 %	Reduce -3.39%	585,253
AAWW	Atlas Air Worldwide Holdings Inc	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$52.48	-22.24 %	Reduce -3.17%	723,286
IVC	Invacare Corp	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$14.41	-20.43 %	Reduce -3.45%	2,374,005
TYPE	Monotype Imaging Holdings Inc	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$18.80	-14.27 %	Reduce -3.34%	1,889,247
NOVT	Novanta Inc	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$66.25	8.45 %	Reduce -3.02%	856,053
PCRX	Pacira Pharmaceuticals Inc	2018-06-30	Add	+0.09 %	0 $ 0 0	$48.21	39.62 %	Add 3.87%	1,181,250
REI	Ring Energy Inc	2018-06-30	Reduce	-0.09 %	0 $ 0 0	$8.09	-44.36 %	Reduce -3.45%	2,871,571
NP	Neenah Inc	2018-06-30	Reduce	-0.08 %	0 $ 0 0	$77.93	-4.04 %	Reduce -3.03%	492,972
AEM	Agnico Eagle Mines Ltd	2018-06-30	Add	+0.07 %	0 $ 0 0	$37.05	-15.76 %	Add 29.78%	102,654
KTOS	Kratos Defense & Security Solutions Inc	2018-06-30	Add	+0.07 %	0 $ 0 0	$13.47	22.23 %	Add 2.60%	3,650,400
IIVI	II-VI Inc	2018-06-30	Reduce	-0.05 %	0 $ 0 0	$39.85	-9.72 %	Reduce -17.17%	98,651
NATI	National Instruments Corp	2018-06-30	Add	+0.05 %	0 $ 0 0	$43.80	-1.31 %	Add 24.60%	96,136
WWD	Woodward Inc	2018-06-30	Add	+0.04 %	0 $ 0 0	$76.45	1.82 %	Add 16.61%	52,228

Total 1138