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 | 44,329 | 2,139,452 | SH | SOLE | 1,785,502 | 0 | 353,950 | ||
ABBOTT LABS | COM | 002824100 | 10,916 | 130,462 | SH | SOLE | 75,997 | 0 | 54,465 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 48,875 | 1,237,031 | SH | SOLE | 1,013,441 | 0 | 223,590 | ||
ADOBE INC | COM | 00724F101 | 106,380 | 385,086 | SH | SOLE | 290,805 | 0 | 94,281 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 97,759 | 634,635 | SH | SOLE | 466,815 | 0 | 167,820 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 22,541 | 280,297 | SH | SOLE | 211,857 | 0 | 68,440 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 18,247 | 14,969 | SH | SOLE | 14,567 | 0 | 402 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 280,049 | 229,334 | SH | SOLE | 179,138 | 0 | 50,196 | ||
ALTICE USA INC | CL A | 02156K103 | 65,315 | 2,277,376 | SH | SOLE | 1,831,219 | 0 | 446,157 | ||
AMAZON COM INC | COM | 023135106 | 304,758 | 175,561 | SH | SOLE | 140,294 | 0 | 35,267 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 14,114 | 870,133 | SH | SOLE | 771,813 | 0 | 98,320 | ||
AMETEK INC NEW | COM | 031100100 | 165,079 | 1,797,857 | SH | SOLE | 1,460,332 | 0 | 337,525 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 7,080 | 293,901 | SH | SOLE | 259,451 | 0 | 34,450 | ||
APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 18,554 | 490,587 | SH | SOLE | 363,847 | 0 | 126,740 | ||
APPLE INC | COM | 037833100 | 311,517 | 1,390,886 | SH | SOLE | 1,131,163 | 0 | 259,723 | ||
APPLIED MATLS INC | COM | 038222105 | 101,582 | 2,035,706 | SH | SOLE | 1,559,166 | 0 | 476,540 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 6,209 | 151,189 | SH | SOLE | 88,639 | 0 | 62,550 | ||
ARISTA NETWORKS INC | COM | 040413106 | 25,426 | 106,420 | SH | SOLE | 85,640 | 0 | 20,780 | ||
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 108,269 | 1,124,054 | SH | SOLE | 983,997 | 0 | 140,057 | ||
AUTODESK INC | COM | 052769106 | 52,055 | 352,437 | SH | SOLE | 283,522 | 0 | 68,915 | ||
AVERY DENNISON CORP | COM | 053611109 | 11,038 | 97,195 | SH | SOLE | 67,230 | 0 | 29,965 | ||
AVNET INC | COM | 053807103 | 1,643 | 36,930 | SH | SOLE | 36,930 | 0 | 0 | ||
AXONICS MODULATION TECH INC | COM | 05465P101 | 293 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 19,267 | 490,635 | SH | SOLE | 437,795 | 0 | 52,840 | ||
BIO RAD LABS INC | CL A | 090572207 | 137,060 | 411,912 | SH | SOLE | 356,807 | 0 | 55,105 | ||
BIOGEN INC | COM | 09062X103 | 562 | 2,414 | SH | SOLE | 2,414 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 65,846 | 1,078,374 | SH | SOLE | 890,865 | 0 | 187,509 | ||
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 86,110 | 1,763,111 | SH | SOLE | 1,260,946 | 0 | 502,165 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 62,226 | 846,959 | SH | SOLE | 690,199 | 0 | 156,760 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 80,218 | 1,971,434 | SH | SOLE | 1,431,549 | 0 | 539,885 | ||
BOYD GAMING CORP | COM | 103304101 | 451 | 18,820 | SH | SOLE | 18,820 | 0 | 0 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 23,058 | 151,203 | SH | SOLE | 137,583 | 0 | 13,620 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 84,932 | 1,674,853 | SH | SOLE | 1,322,237 | 0 | 352,616 | ||
BROADCOM INC | COM | 11135F101 | 95,885 | 347,320 | SH | SOLE | 262,503 | 0 | 84,817 | ||
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 107,459 | 2,024,096 | SH | SOLE | 1,585,237 | 0 | 438,859 | ||
BURLINGTON STORES INC | COM | 122017106 | 30,955 | 154,913 | SH | SOLE | 117,063 | 0 | 37,850 | ||
CABOT MICROELECTRONICS CORP | COM | 12709P103 | 27,974 | 198,104 | SH | SOLE | 174,514 | 0 | 23,590 | ||
CATALENT INC | COM | 148806102 | 23,289 | 488,640 | SH | SOLE | 429,920 | 0 | 58,720 | ||
CATERPILLAR INC DEL | COM | 149123101 | 93,596 | 741,006 | SH | SOLE | 570,949 | 0 | 170,057 | ||
CBOE GLOBAL MARKETS INC | COM | 12503M108 | 391 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | ||
CELANESE CORP DEL | COM | 150870103 | 2,633 | 21,530 | SH | SOLE | 21,530 | 0 | 0 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 26,185 | 530,376 | SH | SOLE | 400,516 | 0 | 129,860 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 29,076 | 219,658 | SH | SOLE | 165,918 | 0 | 53,740 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 147,789 | 358,607 | SH | SOLE | 288,780 | 0 | 69,827 | ||
CISCO SYS INC | COM | 17275R102 | 81,280 | 1,645,021 | SH | SOLE | 1,196,161 | 0 | 448,860 | ||
CME GROUP INC | COM | 12572Q105 | 5,458 | 25,825 | SH | SOLE | 22,975 | 0 | 2,850 | ||
COCA COLA CO | COM | 191216100 | 8,134 | 149,420 | SH | SOLE | 86,770 | 0 | 62,650 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 45,416 | 753,613 | SH | SOLE | 586,253 | 0 | 167,360 | ||
COHERENT INC | COM | 192479103 | 35,823 | 233,040 | SH | SOLE | 195,654 | 0 | 37,386 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 104,045 | 501,956 | SH | SOLE | 394,210 | 0 | 107,746 | ||
COOPER COS INC | COM NEW | 216648402 | 113,287 | 381,437 | SH | SOLE | 290,481 | 0 | 90,956 | ||
CORREVIO PHARMA CORP | COM | 22026V105 | 9,753 | 4,876,455 | SH | SOLE | 4,341,005 | 0 | 535,450 | ||
COSTAR GROUP INC | COM | 22160N109 | 34,258 | 57,752 | SH | SOLE | 45,469 | 0 | 12,283 | ||
COUPA SOFTWARE INC | COM | 22266L106 | 21,022 | 162,244 | SH | SOLE | 122,544 | 0 | 39,700 | ||
COVETRUS INC | COM | 22304C100 | 8,688 | 730,716 | SH | SOLE | 551,586 | 0 | 179,130 | ||
CSX CORP | COM | 126408103 | 660 | 9,530 | SH | SOLE | 9,530 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 6,804 | 107,880 | SH | SOLE | 63,210 | 0 | 44,670 | ||
CYRUSONE INC | COM | 23283R100 | 18,240 | 230,593 | SH | SOLE | 200,983 | 0 | 29,610 | ||
D R HORTON INC | COM | 23331A109 | 38,996 | 739,829 | SH | SOLE | 575,419 | 0 | 164,410 | ||
DANAHER CORPORATION | COM | 235851102 | 5,130 | 35,518 | SH | SOLE | 32,781 | 0 | 2,737 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 5,067 | 42,862 | SH | SOLE | 25,122 | 0 | 17,740 | ||
DEXCOM INC | COM | 252131107 | 86,776 | 581,453 | SH | SOLE | 455,843 | 0 | 125,610 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 31,139 | 346,337 | SH | SOLE | 258,827 | 0 | 87,510 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 80,996 | 621,515 | SH | SOLE | 488,908 | 0 | 132,607 | ||
DUNKIN BRANDS GROUP INC | COM | 265504100 | 357 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 1,729 | 39,030 | SH | SOLE | 39,030 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 54,257 | 1,360,859 | SH | SOLE | 1,118,276 | 0 | 242,583 | ||
ENTEGRIS INC | COM | 29362U104 | 27,094 | 575,740 | SH | SOLE | 435,000 | 0 | 140,740 | ||
ENVESTNET INC | COM | 29404K106 | 13,299 | 234,554 | SH | SOLE | 176,534 | 0 | 58,020 | ||
EOG RES INC | COM | 26875P101 | 52,246 | 703,935 | SH | SOLE | 517,650 | 0 | 186,285 | ||
ESSENT GROUP LTD | COM | G3198U102 | 68,274 | 1,432,232 | SH | SOLE | 1,163,502 | 0 | 268,730 | ||
F M C CORP | COM NEW | 302491303 | 25,388 | 289,554 | SH | SOLE | 218,458 | 0 | 71,096 | ||
FACEBOOK INC | CL A | 30303M102 | 232,505 | 1,305,621 | SH | SOLE | 1,050,324 | 0 | 255,297 | ||
FAIR ISAAC CORP | COM | 303250104 | 60,968 | 200,871 | SH | SOLE | 163,340 | 0 | 37,531 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 14,064 | 905,619 | SH | SOLE | 805,029 | 0 | 100,590 | ||
FIBROGEN INC | COM | 31572Q808 | 11,687 | 316,045 | SH | SOLE | 278,475 | 0 | 37,570 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 26,854 | 604,673 | SH | SOLE | 456,473 | 0 | 148,200 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 209,957 | 1,581,476 | SH | SOLE | 1,267,628 | 0 | 313,848 | ||
FIFTH THIRD BANCORP | COM | 316773100 | 5,801 | 211,870 | SH | SOLE | 122,485 | 0 | 89,385 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | 4,684 | 79,379 | SH | SOLE | 46,529 | 0 | 32,850 | ||
FIRST HAWAIIAN INC | COM | 32051X108 | 13,797 | 516,760 | SH | SOLE | 454,610 | 0 | 62,150 | ||
FIRSTCASH INC | COM | 33767D105 | 26,210 | 285,922 | SH | SOLE | 251,932 | 0 | 33,990 | ||
FISERV INC | COM | 337738108 | 52,653 | 508,284 | SH | SOLE | 408,694 | 0 | 99,590 | ||
FIVE BELOW INC | COM | 33829M101 | 63,550 | 503,962 | SH | SOLE | 411,482 | 0 | 92,480 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 60,885 | 212,306 | SH | SOLE | 170,732 | 0 | 41,574 | ||
FLOWSERVE CORP | COM | 34354P105 | 45,147 | 966,528 | SH | SOLE | 798,828 | 0 | 167,700 | ||
FORTINET INC | COM | 34959E109 | 76,759 | 999,989 | SH | SOLE | 789,329 | 0 | 210,660 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 100,550 | 1,122,585 | SH | SOLE | 865,605 | 0 | 256,980 | ||
GARTNER INC | COM | 366651107 | 3,782 | 26,449 | SH | SOLE | 24,519 | 0 | 1,930 | ||
GLOBAL PMTS INC | COM | 37940X102 | 142,864 | 898,516 | SH | SOLE | 766,721 | 0 | 131,795 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 29,645 | 444,050 | SH | SOLE | 335,395 | 0 | 108,655 | ||
GRAND CANYON ED INC | COM | 38526M106 | 19,688 | 200,490 | SH | SOLE | 151,492 | 0 | 48,998 | ||
GROCERY OUTLET HLDG CORP | COM | 39874R101 | 2,578 | 74,351 | SH | SOLE | 65,491 | 0 | 8,860 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 42,868 | 406,798 | SH | SOLE | 307,298 | 0 | 99,500 | ||
HAEMONETICS CORP | COM | 405024100 | 61,945 | 491,083 | SH | SOLE | 401,713 | 0 | 89,370 | ||
HAMILTON LANE INC | CL A | 407497106 | 18,059 | 317,047 | SH | SOLE | 281,007 | 0 | 36,040 | ||
HEICO CORP NEW | CL A | 422806208 | 45,463 | 467,200 | SH | SOLE | 435,438 | 0 | 31,762 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 6,893 | 47,219 | SH | SOLE | 27,102 | 0 | 20,117 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 71,748 | 770,568 | SH | SOLE | 619,993 | 0 | 150,575 | ||
HOME DEPOT INC | COM | 437076102 | 185,258 | 798,456 | SH | SOLE | 643,301 | 0 | 155,155 | ||
HUBSPOT INC | COM | 443573100 | 30,491 | 201,118 | SH | SOLE | 151,988 | 0 | 49,130 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 93,389 | 844,002 | SH | SOLE | 661,400 | 0 | 182,602 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 34,874 | 159,993 | SH | SOLE | 137,763 | 0 | 22,230 | ||
ICON PLC | SHS | G4705A100 | 96,824 | 657,146 | SH | SOLE | 556,051 | 0 | 101,095 | ||
IDEXX LABS INC | COM | 45168D104 | 80,254 | 295,127 | SH | SOLE | 244,672 | 0 | 50,455 | ||
IHS MARKIT LTD | SHS | G47567105 | 58,201 | 870,236 | SH | SOLE | 741,349 | 0 | 128,887 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 123,161 | 787,021 | SH | SOLE | 615,033 | 0 | 171,988 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 172,507 | 1,400,105 | SH | SOLE | 1,109,060 | 0 | 291,045 | ||
INGEVITY CORP | COM | 45688C107 | 24,678 | 290,874 | SH | SOLE | 256,224 | 0 | 34,650 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 23,750 | 395,377 | SH | SOLE | 350,677 | 0 | 44,700 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 291 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
INTERSECT ENT INC | COM | 46071F103 | 20,360 | 1,196,926 | SH | SOLE | 1,103,866 | 0 | 93,060 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 37,928 | 465,598 | SH | SOLE | 413,998 | 0 | 51,600 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 21,656 | 2,522,489 | SH | SOLE | 2,235,279 | 0 | 287,210 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 7,533 | 64,010 | SH | SOLE | 36,790 | 0 | 27,220 | ||
KEMPER CORP DEL | COM | 488401100 | 25,250 | 323,931 | SH | SOLE | 287,791 | 0 | 36,140 | ||
KNOWLES CORP | COM | 49926D109 | 34,030 | 1,673,052 | SH | SOLE | 1,549,173 | 0 | 123,879 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 161,158 | 772,420 | SH | SOLE | 611,921 | 0 | 160,499 | ||
LAM RESEARCH CORP | COM | 512807108 | 28,434 | 123,034 | SH | SOLE | 98,879 | 0 | 24,155 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 59,680 | 687,879 | SH | SOLE | 564,975 | 0 | 122,904 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 3,141 | 47,350 | SH | SOLE | 47,350 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 72,395 | 883,940 | SH | SOLE | 744,500 | 0 | 139,440 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 60,447 | 313,959 | SH | SOLE | 267,984 | 0 | 45,975 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 20,860 | 389,479 | SH | SOLE | 294,199 | 0 | 95,280 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 55,144 | 209,261 | SH | SOLE | 170,581 | 0 | 38,680 | ||
MARATHON PETE CORP | COM | 56585A102 | 166,455 | 2,739,997 | SH | SOLE | 2,195,349 | 0 | 544,648 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 99,795 | 802,404 | SH | SOLE | 635,344 | 0 | 167,060 | ||
MARTEN TRANS LTD | COM | 573075108 | 2,040 | 98,166 | SH | SOLE | 98,166 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 32,949 | 221,445 | SH | SOLE | 194,845 | 0 | 26,600 | ||
MATSON INC | COM | 57686G105 | 12,936 | 344,878 | SH | SOLE | 278,048 | 0 | 66,830 | ||
MEDICINES CO | COM | 584688105 | 323,420 | 6,468,402 | SH | SOLE | 5,363,490 | 0 | 1,104,912 | ||
MERCK & CO INC | COM | 58933Y105 | 8,189 | 97,284 | SH | SOLE | 60,358 | 0 | 36,926 | ||
MERITOR INC | COM | 59001K100 | 17,652 | 954,164 | SH | SOLE | 720,854 | 0 | 233,310 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 158,957 | 225,663 | SH | SOLE | 174,438 | 0 | 51,225 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 46,615 | 501,723 | SH | SOLE | 391,303 | 0 | 110,420 | ||
MICROSOFT CORP | COM | 594918104 | 314,500 | 2,262,099 | SH | SOLE | 1,775,773 | 0 | 486,326 | ||
MIMECAST LTD | ORD SHS | G14838109 | 21,622 | 606,169 | SH | SOLE | 537,149 | 0 | 69,020 | ||
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 12,742 | 983,216 | SH | SOLE | 871,906 | 0 | 111,310 | ||
MSA SAFETY INC | COM | 553498106 | 21,552 | 197,523 | SH | SOLE | 173,903 | 0 | 23,620 | ||
MSCI INC | COM | 55354G100 | 35,970 | 165,191 | SH | SOLE | 136,433 | 0 | 28,758 | ||
NASDAQ INC | COM | 631103108 | 382 | 3,850 | SH | SOLE | 3,850 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 42,692 | 1,352,719 | SH | SOLE | 1,088,069 | 0 | 264,650 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 1,966 | 19,220 | SH | SOLE | 19,220 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 7,035 | 30,193 | SH | SOLE | 24,213 | 0 | 5,980 | ||
NICE LTD | SPONSORED ADR | 653656108 | 81,690 | 568,083 | SH | SOLE | 480,128 | 0 | 87,955 | ||
NIKE INC | CL B | 654106103 | 473 | 5,039 | SH | SOLE | 5,039 | 0 | 0 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 23,702 | 1,453,242 | SH | SOLE | 1,279,742 | 0 | 173,500 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 237 | 2,170 | SH | SOLE | 2,170 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 22,882 | 134,625 | SH | SOLE | 101,715 | 0 | 32,910 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 72,373 | 3,767,480 | SH | SOLE | 2,944,440 | 0 | 823,040 | ||
ORCHARD THERAPEUTICS PLC | ADS | 68570P101 | 12,796 | 1,077,111 | SH | SOLE | 984,820 | 0 | 92,291 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 34,963 | 2,092,346 | SH | SOLE | 1,782,268 | 0 | 310,078 | ||
PACIRA BIOSCIENCES | COM | 695127100 | 19,603 | 514,929 | SH | SOLE | 453,179 | 0 | 61,750 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 46,041 | 225,880 | SH | SOLE | 181,634 | 0 | 44,246 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 15,274 | 387,463 | SH | SOLE | 342,673 | 0 | 44,790 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 25,726 | 491,420 | SH | SOLE | 416,231 | 0 | 75,189 | ||
PAYLOCITY HLDG CORP | COM | 70438V106 | 14,602 | 149,639 | SH | SOLE | 131,759 | 0 | 17,880 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 68,905 | 665,171 | SH | SOLE | 494,457 | 0 | 170,714 | ||
PBF ENERGY INC | CL A | 69318G106 | 56,196 | 2,066,779 | SH | SOLE | 1,627,339 | 0 | 439,440 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 30,161 | 655,537 | SH | SOLE | 499,897 | 0 | 155,640 | ||
PFIZER INC | COM | 717081103 | 5,043 | 140,347 | SH | SOLE | 112,537 | 0 | 27,810 | ||
PIONEER NAT RES CO | COM | 723787107 | 56,373 | 448,224 | SH | SOLE | 387,034 | 0 | 61,190 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 73,761 | 954,837 | SH | SOLE | 726,362 | 0 | 228,475 | ||
PROOFPOINT INC | COM | 743424103 | 53,533 | 414,827 | SH | SOLE | 382,537 | 0 | 32,290 | ||
PURE STORAGE INC | CL A | 74624M102 | 56,633 | 3,343,154 | SH | SOLE | 2,617,464 | 0 | 725,690 | ||
QTS RLTY TR INC | COM CL A | 74736A103 | 43,009 | 836,581 | SH | SOLE | 630,901 | 0 | 205,680 | ||
QUALCOMM INC | COM | 747525103 | 4,724 | 61,929 | SH | SOLE | 36,349 | 0 | 25,580 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 49,820 | 465,479 | SH | SOLE | 338,274 | 0 | 127,205 | ||
QUOTIENT LTD | SHS | G73268107 | 187 | 24,100 | SH | SOLE | 24,100 | 0 | 0 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 4,216 | 51,126 | SH | SOLE | 47,626 | 0 | 3,500 | ||
REALPAGE INC | COM | 75606N109 | 46,572 | 740,891 | SH | SOLE | 567,941 | 0 | 172,950 | ||
REPAY HLDGS CORP | COM CL A | 76029L100 | 9,787 | 734,214 | SH | SOLE | 651,394 | 0 | 82,820 | ||
RMR GROUP INC | CL A | 74967R106 | 17,442 | 383,509 | SH | SOLE | 338,297 | 0 | 45,212 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 9,158 | 786,114 | SH | SOLE | 593,476 | 0 | 192,638 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 31,344 | 190,195 | SH | SOLE | 152,885 | 0 | 37,310 | ||
ROGERS CORP | COM | 775133101 | 21,108 | 154,397 | SH | SOLE | 133,671 | 0 | 20,726 | ||
ROSS STORES INC | COM | 778296103 | 52,587 | 478,713 | SH | SOLE | 384,903 | 0 | 93,810 | ||
RPM INTL INC | COM | 749685103 | 46,775 | 679,773 | SH | SOLE | 546,513 | 0 | 133,260 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 36,989 | 958,754 | SH | SOLE | 819,380 | 0 | 139,374 | ||
RYDER SYS INC | COM | 783549108 | 19,273 | 372,286 | SH | SOLE | 328,836 | 0 | 43,450 | ||
S&P GLOBAL INC | COM | 78409V104 | 118,786 | 484,879 | SH | SOLE | 388,010 | 0 | 96,869 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 20,617 | 146,961 | SH | SOLE | 111,031 | 0 | 35,930 | ||
SALESFORCE COM INC | COM | 79466L302 | 167,847 | 1,130,739 | SH | SOLE | 904,262 | 0 | 226,477 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 24,145 | 320,561 | SH | SOLE | 243,218 | 0 | 77,343 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 43,989 | 182,413 | SH | SOLE | 147,273 | 0 | 35,140 | ||
SERVICENOW INC | COM | 81762P102 | 188,837 | 743,894 | SH | SOLE | 596,271 | 0 | 147,623 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 31,714 | 266,013 | SH | SOLE | 216,103 | 0 | 49,910 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 14,382 | 399,155 | SH | SOLE | 351,225 | 0 | 47,930 | ||
SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 63,962 | 1,336,446 | SH | SOLE | 1,199,478 | 0 | 136,968 | ||
SPLUNK INC | COM | 848637104 | 93,866 | 796,417 | SH | SOLE | 646,580 | 0 | 149,837 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 36,684 | 711,338 | SH | SOLE | 572,088 | 0 | 139,250 | ||
STARBUCKS CORP | COM | 855244109 | 5,348 | 60,481 | SH | SOLE | 35,396 | 0 | 25,085 | ||
STERIS PLC | SHS USD | G8473T100 | 100,997 | 698,993 | SH | SOLE | 570,240 | 0 | 128,753 | ||
STRATEGIC ED INC | COM | 86272C103 | 25,473 | 187,466 | SH | SOLE | 166,846 | 0 | 20,620 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 41,044 | 1,848,819 | SH | SOLE | 1,507,135 | 0 | 341,684 | ||
SUN CMNTYS INC | COM | 866674104 | 36,617 | 246,662 | SH | SOLE | 186,042 | 0 | 60,620 | ||
T MOBILE US INC | COM | 872590104 | 96,084 | 1,219,802 | SH | SOLE | 956,212 | 0 | 263,590 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 46,623 | 371,975 | SH | SOLE | 298,795 | 0 | 73,180 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 499 | 8,454 | SH | SOLE | 8,454 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 7,184 | 67,195 | SH | SOLE | 38,850 | 0 | 28,345 | ||
TELADOC HEALTH INC | COM | 87918A105 | 18,309 | 270,363 | SH | SOLE | 238,283 | 0 | 32,080 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 210,609 | 654,085 | SH | SOLE | 541,358 | 0 | 112,727 | ||
TEXAS INSTRS INC | COM | 882508104 | 9,265 | 71,685 | SH | SOLE | 41,260 | 0 | 30,425 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 136,162 | 467,476 | SH | SOLE | 371,908 | 0 | 95,568 | ||
TIMKEN CO | COM | 887389104 | 28,573 | 656,689 | SH | SOLE | 547,839 | 0 | 108,850 | ||
TOPBUILD CORP | COM | 89055F103 | 89,018 | 923,136 | SH | SOLE | 767,126 | 0 | 156,010 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 12,412 | 335,643 | SH | SOLE | 269,683 | 0 | 65,960 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 117,979 | 226,591 | SH | SOLE | 189,154 | 0 | 37,437 | ||
TRANSUNION | COM | 89400J107 | 103,405 | 1,274,873 | SH | SOLE | 1,006,759 | 0 | 268,114 | ||
TREX CO INC | COM | 89531P105 | 86,883 | 955,488 | SH | SOLE | 783,538 | 0 | 171,950 | ||
TWILIO INC | CL A | 90138F102 | 45,452 | 413,348 | SH | SOLE | 322,858 | 0 | 90,490 | ||
ULTA BEAUTY INC | COM | 90384S303 | 64,251 | 256,337 | SH | SOLE | 215,438 | 0 | 40,899 | ||
UNION PACIFIC CORP | COM | 907818108 | 87,929 | 542,837 | SH | SOLE | 424,457 | 0 | 118,380 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 618 | 2,845 | SH | SOLE | 2,845 | 0 | 0 | ||
UNIVAR SOLUTIONS INC | COM | 91336L107 | 574 | 27,650 | SH | SOLE | 27,650 | 0 | 0 | ||
V F CORP | COM | 918204108 | 36,682 | 412,199 | SH | SOLE | 332,199 | 0 | 80,000 | ||
VAIL RESORTS INC | COM | 91879Q109 | 7,655 | 33,641 | SH | SOLE | 24,741 | 0 | 8,900 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 689 | 8,080 | SH | SOLE | 8,080 | 0 | 0 | ||
VENTAS INC | COM | 92276F100 | 324 | 4,442 | SH | SOLE | 4,442 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 8,048 | 133,335 | SH | SOLE | 76,410 | 0 | 56,925 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 158,026 | 932,748 | SH | SOLE | 739,631 | 0 | 193,117 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 21,650 | 1,545,887 | SH | SOLE | 1,368,827 | 0 | 177,060 | ||
VISA INC | COM CL A | 92826C839 | 234,817 | 1,365,133 | SH | SOLE | 1,092,921 | 0 | 272,212 | ||
WALMART INC | COM | 931142103 | 74,740 | 629,758 | SH | SOLE | 449,663 | 0 | 180,095 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 1,116 | 12,126 | SH | SOLE | 12,126 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 20,310 | 340,545 | SH | SOLE | 265,446 | 0 | 75,099 | ||
WEX INC | COM | 96208T104 | 64,055 | 316,992 | SH | SOLE | 259,757 | 0 | 57,235 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 25,000 | 425,536 | SH | SOLE | 376,466 | 0 | 49,070 | ||
WOODWARD INC | COM | 980745103 | 62,905 | 583,368 | SH | SOLE | 479,378 | 0 | 103,990 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 9,183 | 129,065 | SH | SOLE | 97,395 | 0 | 31,670 | ||
WPX ENERGY INC | COM | 98212B103 | 38,294 | 3,616,070 | SH | SOLE | 2,999,900 | 0 | 616,170 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 38,351 | 844,172 | SH | SOLE | 678,632 | 0 | 165,540 | ||
ZENDESK INC | COM | 98936J101 | 68,411 | 938,686 | SH | SOLE | 806,561 | 0 | 132,125 | ||
ZYNGA INC | CL A | 98986T108 | 17,111 | 2,940,081 | SH | SOLE | 2,578,541 | 0 | 361,540 |