The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AKAMAI TECHNOLOGIES COM | CS | 00971T101 | 160,519 | 1,575,262 | SH | SOLE | 1,263,328 | 0 | 311,934 | ||
ALARM COM HLDGS INC COM | CS | 011642105 | 101,022 | 1,169,506 | SH | SOLE | 969,208 | 0 | 200,298 | ||
ALIGN TECHNOLOGY INC | CS | 016255101 | 227,757 | 420,580 | SH | SOLE | 359,956 | 0 | 60,624 | ||
APPLE INC COM | CS | 037833100 | 367 | 3,005 | SH | SOLE | 3,005 | 0 | 0 | ||
ARISTA NETWORKS INC COM | CS | 040413106 | 59,304 | 196,444 | SH | SOLE | 157,965 | 0 | 38,479 | ||
AUTODESK INC COM | CS | 052769106 | 141,951 | 512,181 | SH | SOLE | 413,665 | 0 | 98,516 | ||
BOTTOMLINE TECHNOLOGIES DELINC | CS | 101388106 | 6,529 | 144,288 | SH | SOLE | 144,288 | 0 | 0 | ||
CABOT OIL & GAS CORP | CS | 127097103 | 102,495 | 5,457,665 | SH | SOLE | 4,474,259 | 0 | 983,406 | ||
CARA THERAPEUTICS INC COM | CS | 140755109 | 12,885 | 593,483 | SH | SOLE | 593,483 | 0 | 0 | ||
CASA SYS INC COM | CS | 14713L102 | 4,213 | 442,050 | SH | SOLE | 442,050 | 0 | 0 | ||
CEVA INC COM | CS | 157210105 | 21,780 | 387,881 | SH | SOLE | 387,881 | 0 | 0 | ||
CHANNELADVISOR CORP | CS | 159179100 | 21,334 | 905,890 | SH | SOLE | 905,890 | 0 | 0 | ||
CHEVRON CORP NEW COM | CS | 166764100 | 204 | 1,950 | SH | SOLE | 1,950 | 0 | 0 | ||
COGNEX CORP COM | CS | 192422103 | 97,662 | 1,176,791 | SH | SOLE | 959,628 | 0 | 217,163 | ||
COHERUS BIOSCIENCES INC COM | CS | 19249H103 | 5,973 | 408,843 | SH | SOLE | 408,843 | 0 | 0 | ||
CORE LABORATORIES N V COM | CS | N22717107 | 12,598 | 437,569 | SH | SOLE | 355,248 | 0 | 82,321 | ||
CULLEN FROST BANKERS INC | CS | 229899109 | 12,186 | 112,041 | SH | SOLE | 90,399 | 0 | 21,642 | ||
DELUXE CORP COM | CS | 248019101 | 34,504 | 822,315 | SH | SOLE | 689,853 | 0 | 132,462 | ||
DOLBY LABORATORIES INC COM CL | CS | 25659T107 | 147,567 | 1,494,806 | SH | SOLE | 1,208,067 | 0 | 286,739 | ||
DULUTH HLDGS INC COM CL B | CS | 26443V101 | 15,609 | 921,430 | SH | SOLE | 921,430 | 0 | 0 | ||
EMERSON ELEC CO COM | CS | 291011104 | 406 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
ENERGY TRANSFER LP COM UT LTD | CS | 29273V100 | 88 | 11,452 | SH | SOLE | 11,452 | 0 | 0 | ||
ENLINK MIDSTREAM LLC COM UNIT | CS | 29336T100 | 67 | 15,637 | SH | SOLE | 15,637 | 0 | 0 | ||
FACTSET RESH SYS INC COM | CS | 303075105 | 39,903 | 129,309 | SH | SOLE | 101,278 | 0 | 28,031 | ||
FLOTEK INDS INC | CS | 343389102 | 2,089 | 1,243,542 | SH | SOLE | 1,243,542 | 0 | 0 | ||
GARMIN LTD SHS | CS | H2906T109 | 170,694 | 1,294,604 | SH | SOLE | 1,067,770 | 0 | 226,834 | ||
GENTEX CORP COM | CS | 371901109 | 169,749 | 4,758,879 | SH | SOLE | 3,815,142 | 0 | 943,737 | ||
GENTHERM INC COM | CS | 37253A103 | 84,583 | 1,141,317 | SH | SOLE | 1,027,777 | 0 | 113,540 | ||
GEOSPACE TECHNOLOGIES CORP COM | CS | 37364X109 | 12,421 | 1,361,971 | SH | SOLE | 1,361,971 | 0 | 0 | ||
GRACO INC COM | CS | 384109104 | 50,434 | 704,190 | SH | SOLE | 569,189 | 0 | 135,001 | ||
IHS MARKIT LTD SHS | CS | G47567105 | 43,944 | 454,065 | SH | SOLE | 367,231 | 0 | 86,834 | ||
INTERDIGITAL INC | CS | 45867G101 | 42,383 | 667,973 | SH | SOLE | 552,170 | 0 | 115,803 | ||
INTUIT COM | CS | 461202103 | 147,165 | 384,183 | SH | SOLE | 325,028 | 0 | 59,155 | ||
INTUITIVE SURGICAL INC | CS | 46120E602 | 85,625 | 115,875 | SH | SOLE | 93,086 | 0 | 22,789 | ||
IPG PHOTONICS CORP COM | CS | 44980X109 | 43,273 | 205,144 | SH | SOLE | 165,155 | 0 | 39,989 | ||
IROBOT CORP COM | CS | 462726100 | 28,431 | 232,695 | SH | SOLE | 232,695 | 0 | 0 | ||
JETBLUE AWYS CORP COM | CS | 477143101 | 79,979 | 3,932,123 | SH | SOLE | 3,369,072 | 0 | 563,051 | ||
JPMORGAN CHASE & CO COM | CS | 46625H100 | 292 | 1,915 | SH | SOLE | 1,915 | 0 | 0 | ||
KORNIT DIGITAL LTD SHS | CS | M6372Q113 | 28,113 | 283,628 | SH | SOLE | 283,628 | 0 | 0 | ||
LANDSTAR SYS INC COM | CS | 515098101 | 85,941 | 520,667 | SH | SOLE | 420,018 | 0 | 100,649 | ||
LGI HOMES INC COM | CS | 50187T106 | 4,576 | 30,650 | SH | SOLE | 30,631 | 0 | 19 | ||
LILLY ELI & CO COM | CS | 532457108 | 226 | 1,208 | SH | SOLE | 1,208 | 0 | 0 | ||
MANHATTAN ASSOCS INC COM | CS | 562750109 | 30,080 | 256,262 | SH | SOLE | 199,835 | 0 | 56,427 | ||
MICROCHIP TECHNOLOGY INC COM | CS | 595017104 | 80,436 | 518,209 | SH | SOLE | 418,289 | 0 | 99,920 | ||
MIDDLEBY CORP COM | CS | 596278101 | 124,572 | 751,566 | SH | SOLE | 635,058 | 0 | 116,508 | ||
MILLER HERMAN INC | CS | 600544100 | 10,907 | 265,050 | SH | SOLE | 265,050 | 0 | 0 | ||
MIMEDX GROUP INC COM | CS | 602496101 | 2,825 | 274,231 | SH | SOLE | 274,231 | 0 | 0 | ||
MIX TELEMATICS LTD SPONSORED A | CS | 60688N102 | 30,221 | 2,193,135 | SH | SOLE | 2,193,135 | 0 | 0 | ||
MSC INDL DIRECT INC CL A | CS | 553530106 | 28,030 | 310,788 | SH | SOLE | 267,981 | 0 | 42,807 | ||
MYRIAD GENETICS INC COM | CS | 62855J104 | 55,667 | 1,828,131 | SH | SOLE | 1,494,979 | 0 | 333,152 | ||
NORDSTROM INC COM | CS | 655664100 | 54,336 | 1,434,816 | SH | SOLE | 1,225,685 | 0 | 209,131 | ||
NUVASIVE INC COM | CS | 670704105 | 2,136 | 32,576 | SH | SOLE | 32,576 | 0 | 0 | ||
ONESPAN INC COM | CS | 68287N100 | 5,608 | 228,908 | SH | SOLE | 228,908 | 0 | 0 | ||
OPEN TEXT CORP COM | CS | 683715106 | 107,525 | 2,253,710 | SH | SOLE | 1,964,826 | 0 | 288,884 | ||
PAYCHEX INC COM | CS | 704326107 | 65,219 | 665,369 | SH | SOLE | 533,553 | 0 | 131,816 | ||
PLANTRONICS INC NEW COM | CS | 727493108 | 98,784 | 2,538,771 | SH | SOLE | 2,175,212 | 0 | 363,559 | ||
PLEXUS CORP COM | CS | 729132100 | 161,385 | 1,757,238 | SH | SOLE | 1,483,569 | 0 | 273,669 | ||
POWER INTEGRATIONS INC COM | CS | 739276103 | 145,045 | 1,780,133 | SH | SOLE | 1,495,381 | 0 | 284,752 | ||
PROS HOLDINGS INC COM | CS | 74346Y103 | 5,852 | 137,698 | SH | SOLE | 137,698 | 0 | 0 | ||
PROTO LABS INC COM | CS | 743713109 | 48,543 | 398,710 | SH | SOLE | 336,779 | 0 | 61,931 | ||
PURE STORAGE INC CL A | CS | 74624M102 | 105,296 | 4,888,406 | SH | SOLE | 4,175,408 | 0 | 712,998 | ||
REDHILL BIOPHARMA LTD SPONSORE | CS | 757468103 | 13,385 | 1,828,587 | SH | SOLE | 1,828,587 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | CS | V7780T103 | 75,832 | 885,782 | SH | SOLE | 716,634 | 0 | 169,148 | ||
SLEEP NUMBER CORPORATION | CS | 83125X103 | 284,685 | 1,984,007 | SH | SOLE | 1,732,226 | 0 | 251,781 | ||
SNAP ON INC COM | CS | 833034101 | 45,805 | 198,514 | SH | SOLE | 159,218 | 0 | 39,296 | ||
SOUTHWESTERN ENERGY CO COM | CS | 845467109 | 120,295 | 25,869,926 | SH | SOLE | 22,981,580 | 0 | 2,888,346 | ||
SPS COMM INC COM | CS | 78463M107 | 19,157 | 192,903 | SH | SOLE | 192,903 | 0 | 0 | ||
STAMPS COM INC COM NEW | CS | 852857200 | 173,828 | 871,277 | SH | SOLE | 752,836 | 0 | 118,441 | ||
STITCH FIX INC COM CL A | CS | 860897107 | 117,461 | 2,371,043 | SH | SOLE | 2,062,734 | 0 | 308,309 | ||
STONERIDGE INC COM | CS | 86183P102 | 4,617 | 145,128 | SH | SOLE | 145,128 | 0 | 0 | ||
STRATASYS LTD SHS | CS | M85548101 | 2,613 | 100,905 | SH | SOLE | 100,905 | 0 | 0 | ||
STRATEGIC EDUCATION INC | CS | 86272C103 | 78,423 | 853,258 | SH | SOLE | 742,284 | 0 | 110,974 | ||
SUPER MICRO COMPUTER INC COM | CS | 86800U104 | 142,409 | 3,645,912 | SH | SOLE | 3,151,405 | 0 | 494,507 | ||
SURMODICS INC | CS | 868873100 | 18,302 | 326,412 | SH | SOLE | 326,412 | 0 | 0 | ||
TELLURIAN INC | CS | 87968A104 | 58 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
TJX COS INC NEW COM | CS | 872540109 | 111,242 | 1,681,666 | SH | SOLE | 1,340,719 | 0 | 340,947 | ||
TREX CO INC COM | CS | 89531P105 | 52,106 | 569,217 | SH | SOLE | 569,217 | 0 | 0 | ||
UNDER ARMOUR INC CL A | CS | 904311107 | 87,170 | 3,933,686 | SH | SOLE | 3,162,157 | 0 | 771,529 | ||
VIASAT INC COM | CS | 92552V100 | 109,213 | 2,271,957 | SH | SOLE | 1,917,422 | 0 | 354,535 | ||
ZUMIEZ INC COM | CS | 989817101 | 7,223 | 168,377 | SH | SOLE | 168,377 | 0 | 0 |