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 |
8X8 INC NEW | COM | 282914100 | 25,689 | 1,271,710 | SH | SOLE | 615,990 | 0 | 655,720 | ||
ABBOTT LABS | COM | 002824100 | 10,762 | 134,625 | SH | SOLE | 76,740 | 0 | 57,885 | ||
ACACIA COMMUNICATIONS INC | COM | 00401C108 | 22,399 | 390,565 | SH | SOLE | 190,495 | 0 | 200,070 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 64,133 | 1,377,123 | SH | SOLE | 907,891 | 0 | 469,232 | ||
ADOBE INC | COM | 00724F101 | 118,419 | 444,365 | SH | SOLE | 326,979 | 0 | 117,386 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 41,903 | 245,722 | SH | SOLE | 189,712 | 0 | 56,010 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 23,110 | 342,680 | SH | SOLE | 264,810 | 0 | 77,870 | ||
ALARM COM HLDGS INC | COM | 011642105 | 13,704 | 211,148 | SH | SOLE | 102,411 | 0 | 108,737 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 68,375 | 479,622 | SH | SOLE | 387,637 | 0 | 91,985 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 29,897 | 319,923 | SH | SOLE | 247,293 | 0 | 72,630 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 213,825 | 182,241 | SH | SOLE | 142,080 | 0 | 40,161 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 171,084 | 145,370 | SH | SOLE | 115,002 | 0 | 30,368 | ||
AMAZON COM INC | COM | 023135106 | 350,940 | 197,074 | SH | SOLE | 153,932 | 0 | 43,142 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 25,745 | 1,161,275 | SH | SOLE | 562,115 | 0 | 599,160 | ||
AMETEK INC NEW | COM | 031100100 | 173,849 | 2,095,323 | SH | SOLE | 1,638,762 | 0 | 456,561 | ||
ANALOG DEVICES INC | COM | 032654105 | 56,345 | 535,239 | SH | SOLE | 385,456 | 0 | 149,783 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 14,263 | 731,451 | SH | SOLE | 354,450 | 0 | 377,001 | ||
APPLE INC | COM | 037833100 | 365,221 | 1,922,722 | SH | SOLE | 1,503,987 | 0 | 418,735 | ||
APPLIED MATLS INC | COM | 038222105 | 89,404 | 2,254,251 | SH | SOLE | 1,739,142 | 0 | 515,109 | ||
ARISTA NETWORKS INC | COM | 040413106 | 44,645 | 141,973 | SH | SOLE | 109,583 | 0 | 32,390 | ||
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 80,806 | 686,545 | SH | SOLE | 471,215 | 0 | 215,330 | ||
AUTODESK INC | COM | 052769106 | 50,583 | 324,626 | SH | SOLE | 250,766 | 0 | 73,860 | ||
AVERY DENNISON CORP | COM | 053611109 | 113,955 | 1,008,453 | SH | SOLE | 770,003 | 0 | 238,450 | ||
AVNET INC | COM | 053807103 | 26,084 | 601,420 | SH | SOLE | 288,600 | 0 | 312,820 | ||
AXONICS MODULATION TECH INC | COM | 05465P101 | 261 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 81,821 | 2,965,611 | SH | SOLE | 2,302,457 | 0 | 663,154 | ||
BANK OF NT BUTTERFIELD&SON L | SHS NEW | G0772R208 | 20,714 | 577,315 | SH | SOLE | 280,185 | 0 | 297,130 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 38,971 | 723,431 | SH | SOLE | 371,101 | 0 | 352,330 | ||
BHP GROUP LTD | SPONSORED ADS | 088606108 | 3,159 | 57,780 | SH | SOLE | 45,620 | 0 | 12,160 | ||
BIO RAD LABS INC | CL A | 090572207 | 115,080 | 376,471 | SH | SOLE | 270,041 | 0 | 106,430 | ||
BIOGEN INC | COM | 09062X103 | 56,081 | 237,250 | SH | SOLE | 187,465 | 0 | 49,785 | ||
BLACK KNIGHT INC | COM | 09215C105 | 73,701 | 1,352,308 | SH | SOLE | 1,120,603 | 0 | 231,705 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 37,387 | 467,041 | SH | SOLE | 284,395 | 0 | 182,646 | ||
BOEING CO | COM | 097023105 | 219,521 | 575,535 | SH | SOLE | 489,831 | 0 | 85,704 | ||
BOYD GAMING CORP | COM | 103304101 | 515 | 18,820 | SH | SOLE | 18,820 | 0 | 0 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 27,089 | 213,113 | SH | SOLE | 120,923 | 0 | 92,190 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 156,405 | 3,278,241 | SH | SOLE | 2,569,112 | 0 | 709,129 | ||
BROADCOM INC | COM | 11135F101 | 88,833 | 295,411 | SH | SOLE | 214,929 | 0 | 80,482 | ||
BURLINGTON STORES INC | COM | 122017106 | 30,799 | 196,570 | SH | SOLE | 151,940 | 0 | 44,630 | ||
CABOT MICROELECTRONICS CORP | COM | 12709P103 | 22,056 | 196,997 | SH | SOLE | 94,467 | 0 | 102,530 | ||
CATALENT INC | COM | 148806102 | 18,223 | 448,946 | SH | SOLE | 213,345 | 0 | 235,601 | ||
CATERPILLAR INC DEL | COM | 149123101 | 87,094 | 642,805 | SH | SOLE | 504,711 | 0 | 138,094 | ||
CELANESE CORP DEL | COM | 150870103 | 2,123 | 21,530 | SH | SOLE | 21,530 | 0 | 0 | ||
CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 7,237 | 823,310 | SH | SOLE | 395,200 | 0 | 428,110 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 18,989 | 370,147 | SH | SOLE | 286,187 | 0 | 83,960 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 33,573 | 231,142 | SH | SOLE | 178,652 | 0 | 52,490 | ||
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 272 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 109,978 | 317,023 | SH | SOLE | 247,305 | 0 | 69,718 | ||
CHILDRENS PL INC | COM | 168905107 | 22,087 | 227,045 | SH | SOLE | 175,515 | 0 | 51,530 | ||
CIENA CORP | COM NEW | 171779309 | 284 | 7,600 | SH | SOLE | 7,600 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 324 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
CLOVIS ONCOLOGY INC | COM | 189464100 | 20,016 | 806,465 | SH | SOLE | 623,065 | 0 | 183,400 | ||
CME GROUP INC | COM CL A | 12572Q105 | 16,166 | 98,224 | SH | SOLE | 75,179 | 0 | 23,045 | ||
COCA COLA CO | COM | 191216100 | 7,153 | 152,640 | SH | SOLE | 86,770 | 0 | 65,870 | ||
CONAGRA BRANDS INC | COM | 205887102 | 89,861 | 3,239,408 | SH | SOLE | 2,376,537 | 0 | 862,871 | ||
COOPER COS INC | COM NEW | 216648402 | 151,357 | 511,047 | SH | SOLE | 377,533 | 0 | 133,514 | ||
CORREVIO PHARMA CORP | COM | 22026V105 | 15,130 | 4,788,032 | SH | SOLE | 2,405,623 | 0 | 2,382,409 | ||
COSTAR GROUP INC | COM | 22160N109 | 40,326 | 86,459 | SH | SOLE | 68,515 | 0 | 17,944 | ||
CRANE CO | COM | 224399105 | 37,964 | 448,636 | SH | SOLE | 346,836 | 0 | 101,800 | ||
CSX CORP | COM | 126408103 | 1,122 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 5,765 | 36,520 | SH | SOLE | 20,565 | 0 | 15,955 | ||
CYMABAY THERAPEUTICS INC | COM | 23257D103 | 11,080 | 834,330 | SH | SOLE | 402,120 | 0 | 432,210 | ||
CYRUSONE INC | COM | 23283R100 | 15,665 | 298,715 | SH | SOLE | 134,330 | 0 | 164,385 | ||
DANAHER CORPORATION | COM | 235851102 | 5,065 | 38,366 | SH | SOLE | 34,429 | 0 | 3,937 | ||
DEXCOM INC | COM | 252131107 | 20,141 | 169,108 | SH | SOLE | 130,528 | 0 | 38,580 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 33,513 | 330,082 | SH | SOLE | 253,622 | 0 | 76,460 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 90,834 | 818,100 | SH | SOLE | 626,233 | 0 | 191,867 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 33,984 | 708,453 | SH | SOLE | 556,523 | 0 | 151,930 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 49,228 | 1,054,364 | SH | SOLE | 660,909 | 0 | 393,455 | ||
ENTEGRIS INC | COM | 29362U104 | 26,724 | 748,790 | SH | SOLE | 578,770 | 0 | 170,020 | ||
ENVESTNET INC | COM | 29404K106 | 27,937 | 427,230 | SH | SOLE | 329,460 | 0 | 97,770 | ||
EOG RES INC | COM | 26875P101 | 81,630 | 857,636 | SH | SOLE | 622,535 | 0 | 235,101 | ||
ESSENT GROUP LTD | COM | G3198U102 | 63,659 | 1,465,102 | SH | SOLE | 1,012,292 | 0 | 452,810 | ||
EVOLENT HEALTH INC | CL A | 30050B101 | 8,724 | 693,515 | SH | SOLE | 335,585 | 0 | 357,930 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 520 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 90,944 | 545,590 | SH | SOLE | 423,537 | 0 | 122,053 | ||
FAIR ISAAC CORP | COM | 303250104 | 37,632 | 138,540 | SH | SOLE | 67,890 | 0 | 70,650 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 15,697 | 893,425 | SH | SOLE | 445,725 | 0 | 447,700 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 58,895 | 520,734 | SH | SOLE | 387,934 | 0 | 132,800 | ||
FIFTH THIRD BANCORP | COM | 316773100 | 5,486 | 217,520 | SH | SOLE | 122,485 | 0 | 95,035 | ||
FISERV INC | COM | 337738108 | 39,814 | 451,001 | SH | SOLE | 347,881 | 0 | 103,120 | ||
FIVE BELOW INC | COM | 33829M101 | 49,598 | 399,178 | SH | SOLE | 250,858 | 0 | 148,320 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 89,873 | 364,463 | SH | SOLE | 281,254 | 0 | 83,209 | ||
FLOWSERVE CORP | COM | 34354P105 | 52,101 | 1,154,212 | SH | SOLE | 750,792 | 0 | 403,420 | ||
FORTINET INC | COM | 34959E109 | 93,947 | 1,118,818 | SH | SOLE | 871,008 | 0 | 247,810 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 102,075 | 1,306,977 | SH | SOLE | 997,737 | 0 | 309,240 | ||
GARTNER INC | COM | 366651107 | 27,258 | 179,705 | SH | SOLE | 143,665 | 0 | 36,040 | ||
GLOBAL PMTS INC | COM | 37940X102 | 37,984 | 278,230 | SH | SOLE | 213,480 | 0 | 64,750 | ||
GODADDY INC | CL A | 380237107 | 49,281 | 655,419 | SH | SOLE | 525,709 | 0 | 129,710 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 37,511 | 480,666 | SH | SOLE | 371,431 | 0 | 109,235 | ||
GREEN DOT CORP | CL A | 39304D102 | 22,147 | 365,160 | SH | SOLE | 174,430 | 0 | 190,730 | ||
GROUPON INC | COM | 399473107 | 311 | 87,700 | SH | SOLE | 87,700 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 42,761 | 440,106 | SH | SOLE | 340,076 | 0 | 100,030 | ||
HAEMONETICS CORP | COM | 405024100 | 63,771 | 728,979 | SH | SOLE | 512,394 | 0 | 216,585 | ||
HAMILTON LANE INC | CL A | 407497106 | 16,528 | 379,266 | SH | SOLE | 183,593 | 0 | 195,673 | ||
HEICO CORP NEW | CL A | 422806208 | 43,681 | 519,638 | SH | SOLE | 284,301 | 0 | 235,337 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 6,677 | 48,129 | SH | SOLE | 27,102 | 0 | 21,027 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 67,022 | 806,422 | SH | SOLE | 622,597 | 0 | 183,825 | ||
HOME DEPOT INC | COM | 437076102 | 193,982 | 1,010,900 | SH | SOLE | 786,919 | 0 | 223,981 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 82,266 | 812,178 | SH | SOLE | 630,416 | 0 | 181,762 | ||
ICON PLC | SHS | G4705A100 | 93,192 | 682,325 | SH | SOLE | 435,496 | 0 | 246,829 | ||
IDEXX LABS INC | COM | 45168D104 | 54,630 | 244,320 | SH | SOLE | 196,175 | 0 | 48,145 | ||
IHS MARKIT LTD | SHS | G47567105 | 73,176 | 1,345,644 | SH | SOLE | 1,122,186 | 0 | 223,458 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 100,956 | 703,381 | SH | SOLE | 538,230 | 0 | 165,151 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 152,124 | 1,409,211 | SH | SOLE | 1,112,477 | 0 | 296,734 | ||
INGEVITY CORP | COM | 45688C107 | 31,615 | 299,354 | SH | SOLE | 144,684 | 0 | 154,670 | ||
INPHI CORP | COM | 45772F107 | 17,305 | 395,630 | SH | SOLE | 191,950 | 0 | 203,680 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 38,847 | 697,191 | SH | SOLE | 343,991 | 0 | 353,200 | ||
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 2,968 | 60,580 | SH | SOLE | 60,580 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 527 | 9,812 | SH | SOLE | 9,812 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 72,915 | 516,761 | SH | SOLE | 376,538 | 0 | 140,223 | ||
INTERSECT ENT INC | COM | 46071F103 | 20,987 | 652,781 | SH | SOLE | 326,406 | 0 | 326,375 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 39,016 | 584,681 | SH | SOLE | 297,171 | 0 | 287,510 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 25,462 | 1,881,874 | SH | SOLE | 913,455 | 0 | 968,419 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 6,612 | 65,320 | SH | SOLE | 36,790 | 0 | 28,530 | ||
KEMPER CORP DEL | COM | 488401100 | 40,648 | 533,862 | SH | SOLE | 304,735 | 0 | 229,127 | ||
LAM RESEARCH CORP | COM | 512807108 | 42,211 | 235,800 | SH | SOLE | 181,995 | 0 | 53,805 | ||
LENNOX INTL INC | COM | 526107107 | 112,754 | 426,451 | SH | SOLE | 331,954 | 0 | 94,497 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 26,922 | 320,998 | SH | SOLE | 147,178 | 0 | 173,820 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 3,009 | 47,350 | SH | SOLE | 47,350 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 48,913 | 702,275 | SH | SOLE | 446,743 | 0 | 255,532 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 48,212 | 294,207 | SH | SOLE | 238,452 | 0 | 55,755 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 27,186 | 480,830 | SH | SOLE | 371,580 | 0 | 109,250 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 81,704 | 278,729 | SH | SOLE | 197,761 | 0 | 80,968 | ||
MARATHON PETE CORP | COM | 56585A102 | 177,975 | 2,973,677 | SH | SOLE | 2,318,303 | 0 | 655,374 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 125,099 | 1,000,070 | SH | SOLE | 771,139 | 0 | 228,931 | ||
MARTEN TRANS LTD | COM | 573075108 | 1,750 | 98,166 | SH | SOLE | 98,166 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 52,598 | 2,644,464 | SH | SOLE | 2,040,494 | 0 | 603,970 | ||
MASIMO CORP | COM | 574795100 | 27,096 | 195,947 | SH | SOLE | 93,026 | 0 | 102,921 | ||
MASTERCARD INC | CL A | 57636Q104 | 119,285 | 506,625 | SH | SOLE | 363,976 | 0 | 142,649 | ||
MATSON INC | COM | 57686G105 | 9,055 | 250,895 | SH | SOLE | 121,895 | 0 | 129,000 | ||
MCDONALDS CORP | COM | 580135101 | 106,566 | 561,167 | SH | SOLE | 407,062 | 0 | 154,105 | ||
MEDICINES CO | COM | 584688105 | 147,869 | 5,290,481 | SH | SOLE | 4,039,246 | 0 | 1,251,235 | ||
MERCK & CO INC | COM | 58933Y105 | 8,370 | 100,634 | SH | SOLE | 60,358 | 0 | 40,276 | ||
MERITOR INC | COM | 59001K100 | 21,010 | 1,032,420 | SH | SOLE | 798,010 | 0 | 234,410 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 185,982 | 257,237 | SH | SOLE | 195,925 | 0 | 61,312 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 36,894 | 444,716 | SH | SOLE | 332,216 | 0 | 112,500 | ||
MICROSOFT CORP | COM | 594918104 | 252,368 | 2,139,797 | SH | SOLE | 1,646,312 | 0 | 493,485 | ||
MICROSTRATEGY INC | CL A NEW | 594972408 | 17,594 | 121,971 | SH | SOLE | 58,281 | 0 | 63,690 | ||
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 17,537 | 1,206,964 | SH | SOLE | 578,650 | 0 | 628,314 | ||
MSA SAFETY INC | COM | 553498106 | 30,708 | 296,985 | SH | SOLE | 141,535 | 0 | 155,450 | ||
MSCI INC | COM | 55354G100 | 64,424 | 324,000 | SH | SOLE | 254,267 | 0 | 69,733 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 848 | 25,250 | SH | SOLE | 25,250 | 0 | 0 | ||
NETAPP INC | COM | 64110D104 | 38,363 | 553,259 | SH | SOLE | 426,959 | 0 | 126,300 | ||
NETFLIX INC | COM | 64110L106 | 141,941 | 398,084 | SH | SOLE | 312,487 | 0 | 85,597 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 27,887 | 316,540 | SH | SOLE | 244,630 | 0 | 71,910 | ||
NEW RELIC INC | COM | 64829B100 | 23,685 | 239,969 | SH | SOLE | 185,409 | 0 | 54,560 | ||
NEWMARK GROUP INC | CL A | 65158N102 | 31,994 | 3,836,182 | SH | SOLE | 2,870,359 | 0 | 965,823 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 30,613 | 282,482 | SH | SOLE | 178,328 | 0 | 104,154 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 5,908 | 30,560 | SH | SOLE | 24,170 | 0 | 6,390 | ||
NICE LTD | SPONSORED ADR | 653656108 | 72,350 | 590,567 | SH | SOLE | 402,252 | 0 | 188,315 | ||
NIKE INC | CL B | 654106103 | 88,353 | 1,049,198 | SH | SOLE | 781,038 | 0 | 268,160 | ||
NOKIA CORP | SPONSORED ADR | 654902204 | 292 | 51,100 | SH | SOLE | 51,100 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 14,701 | 305,185 | SH | SOLE | 145,935 | 0 | 159,250 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 24,951 | 1,473,775 | SH | SOLE | 703,025 | 0 | 770,750 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 21,044 | 145,742 | SH | SOLE | 112,662 | 0 | 33,080 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 38,281 | 1,860,995 | SH | SOLE | 1,438,535 | 0 | 422,460 | ||
ORCHARD THERAPEUTICS PLC | ADS | 68570P101 | 9,346 | 522,690 | SH | SOLE | 253,310 | 0 | 269,380 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 15,957 | 840,281 | SH | SOLE | 649,351 | 0 | 190,930 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 57,181 | 235,429 | SH | SOLE | 181,723 | 0 | 53,706 | ||
PAYLOCITY HLDG CORP | COM | 70438V106 | 13,600 | 152,484 | SH | SOLE | 73,055 | 0 | 79,429 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 106,903 | 1,029,499 | SH | SOLE | 752,606 | 0 | 276,893 | ||
PBF ENERGY INC | CL A | 69318G106 | 49,332 | 1,584,192 | SH | SOLE | 1,020,132 | 0 | 564,060 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 22,413 | 565,405 | SH | SOLE | 440,975 | 0 | 124,430 | ||
PIONEER NAT RES CO | COM | 723787107 | 75,660 | 496,846 | SH | SOLE | 406,116 | 0 | 90,730 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 103,234 | 1,432,011 | SH | SOLE | 1,077,410 | 0 | 354,601 | ||
PROOFPOINT INC | COM | 743424103 | 58,864 | 484,757 | SH | SOLE | 343,393 | 0 | 141,364 | ||
PULTE GROUP INC | COM | 745867101 | 29,290 | 1,047,575 | SH | SOLE | 809,765 | 0 | 237,810 | ||
PURE STORAGE INC | CL A | 74624M102 | 37,727 | 1,731,396 | SH | SOLE | 1,433,936 | 0 | 297,460 | ||
QTS RLTY TR INC | COM CL A | 74736A103 | 42,576 | 946,345 | SH | SOLE | 731,125 | 0 | 215,220 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 44,929 | 499,656 | SH | SOLE | 369,921 | 0 | 129,735 | ||
QUOTIENT LTD | SHS | G73268107 | 217 | 24,100 | SH | SOLE | 24,100 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 18,361 | 141,588 | SH | SOLE | 110,388 | 0 | 31,200 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 48,195 | 599,371 | SH | SOLE | 457,346 | 0 | 142,025 | ||
REALPAGE INC | COM | 75606N109 | 48,465 | 798,574 | SH | SOLE | 624,684 | 0 | 173,890 | ||
RED HAT INC | COM | 756577102 | 11,082 | 60,656 | SH | SOLE | 46,701 | 0 | 13,955 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 34,992 | 199,428 | SH | SOLE | 153,928 | 0 | 45,500 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 7,251 | 63,260 | SH | SOLE | 35,625 | 0 | 27,635 | ||
RPM INTL INC | COM | 749685103 | 32,292 | 556,371 | SH | SOLE | 429,291 | 0 | 127,080 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 34,956 | 836,056 | SH | SOLE | 427,370 | 0 | 408,686 | ||
RYDER SYS INC | COM | 783549108 | 32,978 | 531,993 | SH | SOLE | 263,773 | 0 | 268,220 | ||
S&P GLOBAL INC | COM | 78409V104 | 114,710 | 544,811 | SH | SOLE | 424,288 | 0 | 120,523 | ||
SALESFORCE COM INC | COM | 79466L302 | 191,774 | 1,210,925 | SH | SOLE | 952,188 | 0 | 258,737 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 34,742 | 291,487 | SH | SOLE | 225,342 | 0 | 66,145 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 68,054 | 340,849 | SH | SOLE | 263,749 | 0 | 77,100 | ||
SCHLUMBERGER LTD | COM | 806857108 | 210 | 4,824 | SH | SOLE | 4,824 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 216,725 | 879,244 | SH | SOLE | 687,403 | 0 | 191,841 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 48,859 | 990,053 | SH | SOLE | 764,493 | 0 | 225,560 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 32,727 | 396,790 | SH | SOLE | 305,950 | 0 | 90,840 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 9,382 | 229,998 | SH | SOLE | 112,125 | 0 | 117,873 | ||
SPLUNK INC | COM | 848637104 | 72,363 | 580,762 | SH | SOLE | 453,535 | 0 | 127,227 | ||
SQUARE INC | CL A | 852234103 | 33,790 | 451,020 | SH | SOLE | 348,080 | 0 | 102,940 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 49,798 | 781,881 | SH | SOLE | 603,401 | 0 | 178,480 | ||
STAG INDL INC | COM | 85254J102 | 18,132 | 611,551 | SH | SOLE | 289,901 | 0 | 321,650 | ||
STARBUCKS CORP | COM | 855244109 | 4,622 | 62,173 | SH | SOLE | 35,828 | 0 | 26,345 | ||
STERIS PLC | SHS USD | G8473T100 | 118,198 | 923,205 | SH | SOLE | 738,247 | 0 | 184,958 | ||
STRATEGIC ED INC | COM | 86272C103 | 24,416 | 185,939 | SH | SOLE | 100,769 | 0 | 85,170 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 44,832 | 2,824,928 | SH | SOLE | 1,848,713 | 0 | 976,215 | ||
SUN CMNTYS INC | COM | 866674104 | 34,978 | 295,125 | SH | SOLE | 227,875 | 0 | 67,250 | ||
SVB FINL GROUP | COM | 78486Q101 | 28,389 | 127,673 | SH | SOLE | 98,677 | 0 | 28,996 | ||
T MOBILE US INC | COM | 872590104 | 99,698 | 1,442,803 | SH | SOLE | 1,112,619 | 0 | 330,184 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 36,126 | 283,827 | SH | SOLE | 146,523 | 0 | 137,304 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 267 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 5,538 | 68,995 | SH | SOLE | 38,850 | 0 | 30,145 | ||
TELADOC HEALTH INC | COM | 87918A105 | 10,930 | 196,580 | SH | SOLE | 93,980 | 0 | 102,600 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 155,606 | 656,538 | SH | SOLE | 469,005 | 0 | 187,533 | ||
TEXAS INSTRS INC | COM | 882508104 | 7,786 | 73,405 | SH | SOLE | 41,260 | 0 | 32,145 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 124,992 | 456,640 | SH | SOLE | 349,637 | 0 | 107,003 | ||
TIFFANY & CO NEW | COM | 886547108 | 35,954 | 340,638 | SH | SOLE | 252,163 | 0 | 88,475 | ||
TOPBUILD CORP | COM | 89055F103 | 35,170 | 542,580 | SH | SOLE | 261,530 | 0 | 281,050 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 94,830 | 998,108 | SH | SOLE | 848,123 | 0 | 149,985 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 50,769 | 519,319 | SH | SOLE | 400,849 | 0 | 118,470 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 135,763 | 299,044 | SH | SOLE | 233,749 | 0 | 65,295 | ||
TRANSUNION | COM | 89400J107 | 75,658 | 1,131,930 | SH | SOLE | 873,666 | 0 | 258,264 | ||
TREX CO INC | COM | 89531P105 | 26,199 | 425,860 | SH | SOLE | 212,370 | 0 | 213,490 | ||
TRIVAGO N V | SPON ADS A SHS | 89686D105 | 393 | 90,900 | SH | SOLE | 90,900 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 32,939 | 254,986 | SH | SOLE | 205,796 | 0 | 49,190 | ||
ULTA BEAUTY INC | COM | 90384S303 | 107,199 | 307,397 | SH | SOLE | 252,592 | 0 | 54,805 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 59,547 | 180,374 | SH | SOLE | 126,403 | 0 | 53,971 | ||
ULTRA CLEAN HLDGS INC | COM | 90385V107 | 491 | 47,450 | SH | SOLE | 23,018 | 0 | 24,432 | ||
UNION PACIFIC CORP | COM | 907818108 | 118,727 | 710,087 | SH | SOLE | 544,349 | 0 | 165,738 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 295 | 3,700 | SH | SOLE | 3,700 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 196,536 | 794,857 | SH | SOLE | 614,967 | 0 | 179,890 | ||
UNIVAR INC | COM | 91336L107 | 613 | 27,650 | SH | SOLE | 27,650 | 0 | 0 | ||
V F CORP | COM | 918204108 | 38,833 | 446,824 | SH | SOLE | 345,644 | 0 | 101,180 | ||
VAIL RESORTS INC | COM | 91879Q109 | 2,638 | 12,140 | SH | SOLE | 12,140 | 0 | 0 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 7,364 | 86,805 | SH | SOLE | 48,900 | 0 | 37,905 | ||
VEEVA SYS INC | CL A COM | 922475108 | 368 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | ||
VENTAS INC | COM | 92276F100 | 301 | 4,719 | SH | SOLE | 4,719 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 8,020 | 135,635 | SH | SOLE | 76,410 | 0 | 59,225 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 125,495 | 682,226 | SH | SOLE | 521,956 | 0 | 160,270 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 23,540 | 1,901,469 | SH | SOLE | 922,264 | 0 | 979,205 | ||
VISA INC | COM CL A | 92826C839 | 232,360 | 1,487,673 | SH | SOLE | 1,167,373 | 0 | 320,300 | ||
VISTRA ENERGY CORP | COM | 92840M102 | 357 | 13,700 | SH | SOLE | 13,700 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 9,342 | 95,790 | SH | SOLE | 53,965 | 0 | 41,825 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 1,124 | 12,686 | SH | SOLE | 12,686 | 0 | 0 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 408 | 3,700 | SH | SOLE | 3,700 | 0 | 0 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 36,624 | 892,396 | SH | SOLE | 697,756 | 0 | 194,640 | ||
WEX INC | COM | 96208T104 | 26,528 | 138,176 | SH | SOLE | 63,309 | 0 | 74,867 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 22,665 | 425,480 | SH | SOLE | 206,615 | 0 | 218,865 | ||
WOLVERINE WORLD WIDE INC | COM | 978097103 | 29,756 | 832,800 | SH | SOLE | 403,770 | 0 | 429,030 | ||
WORLDPAY INC | CL A | 981558109 | 118,570 | 1,044,667 | SH | SOLE | 882,797 | 0 | 161,870 | ||
WPX ENERGY INC | COM | 98212B103 | 54,148 | 4,130,310 | SH | SOLE | 2,506,630 | 0 | 1,623,680 | ||
WRIGHT MED GROUP N V | ORD SHS | N96617118 | 15,782 | 501,801 | SH | SOLE | 233,453 | 0 | 268,348 | ||
ZENDESK INC | COM | 98936J101 | 97,647 | 1,148,789 | SH | SOLE | 959,694 | 0 | 189,095 | ||
ZOGENIX INC | COM NEW | 98978L204 | 20,666 | 375,685 | SH | SOLE | 182,805 | 0 | 192,880 |