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 | 56,188 | 3,070,399 | SH | SOLE | 2,518,899 | 0 | 551,500 | ||
ABBOTT LABS | COM | 002824100 | 11,291 | 129,988 | SH | SOLE | 75,693 | 0 | 54,295 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 61,016 | 1,150,819 | SH | SOLE | 952,889 | 0 | 197,930 | ||
ACI WORLDWIDE INC | COM | 004498101 | 19,367 | 511,192 | SH | SOLE | 449,502 | 0 | 61,690 | ||
ADVANCED ENERGY INDS | COM | 007973100 | 20,877 | 293,223 | SH | SOLE | 258,408 | 0 | 34,815 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 102,093 | 631,843 | SH | SOLE | 467,418 | 0 | 164,425 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 28,678 | 249,009 | SH | SOLE | 191,949 | 0 | 57,060 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 5,537 | 4,141 | SH | SOLE | 3,739 | 0 | 402 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 349,550 | 260,977 | SH | SOLE | 208,091 | 0 | 52,886 | ||
ALTICE USA INC | CL A | 02156K103 | 65,886 | 2,409,869 | SH | SOLE | 1,971,602 | 0 | 438,267 | ||
AMAZON COM INC | COM | 023135106 | 317,823 | 171,997 | SH | SOLE | 137,751 | 0 | 34,246 | ||
AMETEK INC NEW | COM | 031100100 | 162,234 | 1,626,569 | SH | SOLE | 1,299,339 | 0 | 327,230 | ||
ANAPLAN INC | COM | 03272L108 | 440 | 8,390 | SH | SOLE | 8,390 | 0 | 0 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 12,110 | 395,490 | SH | SOLE | 348,730 | 0 | 46,760 | ||
APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 24,290 | 509,116 | SH | SOLE | 386,576 | 0 | 122,540 | ||
APPLE INC | COM | 037833100 | 411,842 | 1,402,494 | SH | SOLE | 1,151,890 | 0 | 250,604 | ||
APPLIED MATLS INC | COM | 038222105 | 143,142 | 2,345,060 | SH | SOLE | 1,827,063 | 0 | 517,997 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 6,986 | 150,730 | SH | SOLE | 88,280 | 0 | 62,450 | ||
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 175,396 | 1,260,756 | SH | SOLE | 1,121,561 | 0 | 139,195 | ||
AVERY DENNISON CORP | COM | 053611109 | 12,677 | 96,905 | SH | SOLE | 67,040 | 0 | 29,865 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 33,887 | 713,570 | SH | SOLE | 634,820 | 0 | 78,750 | ||
BIO RAD LABS INC | CL A | 090572207 | 170,447 | 460,629 | SH | SOLE | 402,741 | 0 | 57,888 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 43,750 | 517,450 | SH | SOLE | 424,510 | 0 | 92,940 | ||
BLACK KNIGHT INC | COM | 09215C105 | 44,949 | 697,104 | SH | SOLE | 539,944 | 0 | 157,160 | ||
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 112,133 | 2,004,520 | SH | SOLE | 1,517,215 | 0 | 487,305 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 61,736 | 770,636 | SH | SOLE | 636,896 | 0 | 133,740 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 118,415 | 2,618,634 | SH | SOLE | 1,876,504 | 0 | 742,130 | ||
BOTTOMLINE TECH DEL INC | COM | 101388106 | 19,454 | 362,940 | SH | SOLE | 319,800 | 0 | 43,140 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 22,493 | 149,664 | SH | SOLE | 136,024 | 0 | 13,640 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 97,417 | 1,517,630 | SH | SOLE | 1,173,980 | 0 | 343,650 | ||
BRIXMOR PPTY GROUP INC | COM | 11120U105 | 78,433 | 3,629,476 | SH | SOLE | 2,958,436 | 0 | 671,040 | ||
BROADCOM INC | COM | 11135F101 | 111,349 | 352,348 | SH | SOLE | 270,386 | 0 | 81,962 | ||
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 108,197 | 1,871,919 | SH | SOLE | 1,449,414 | 0 | 422,505 | ||
BURLINGTON STORES INC | COM | 122017106 | 36,374 | 159,516 | SH | SOLE | 122,926 | 0 | 36,590 | ||
CABOT MICROELECTRONICS CORP | COM | 12709P103 | 22,513 | 155,997 | SH | SOLE | 137,167 | 0 | 18,830 | ||
CARTERS INC | COM | 146229109 | 86,493 | 791,046 | SH | SOLE | 631,148 | 0 | 159,898 | ||
CATALENT INC | COM | 148806102 | 58,469 | 1,038,521 | SH | SOLE | 852,341 | 0 | 186,180 | ||
CATERPILLAR INC DEL | COM | 149123101 | 116,378 | 788,043 | SH | SOLE | 623,611 | 0 | 164,432 | ||
CELANESE CORP DEL | COM | 150870103 | 2,651 | 21,530 | SH | SOLE | 21,530 | 0 | 0 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 37,123 | 546,889 | SH | SOLE | 421,399 | 0 | 125,490 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 34,624 | 226,656 | SH | SOLE | 174,676 | 0 | 51,980 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 128,963 | 265,860 | SH | SOLE | 216,121 | 0 | 49,739 | ||
CITIGROUP INC | COM NEW | 172967424 | 81,204 | 1,016,443 | SH | SOLE | 793,322 | 0 | 223,121 | ||
CME GROUP INC | COM | 12572Q105 | 4,536 | 22,599 | SH | SOLE | 19,749 | 0 | 2,850 | ||
COCA COLA CO | COM | 191216100 | 8,246 | 148,980 | SH | SOLE | 86,410 | 0 | 62,570 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 64,371 | 1,037,911 | SH | SOLE | 872,191 | 0 | 165,720 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 90,093 | 474,801 | SH | SOLE | 370,028 | 0 | 104,773 | ||
COOPER COS INC | COM NEW | 216648402 | 64,045 | 199,337 | SH | SOLE | 162,656 | 0 | 36,681 | ||
COSTAR GROUP INC | COM | 22160N109 | 29,972 | 50,096 | SH | SOLE | 40,348 | 0 | 9,748 | ||
CSX CORP | COM | 126408103 | 690 | 9,530 | SH | SOLE | 9,530 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 7,990 | 107,550 | SH | SOLE | 62,950 | 0 | 44,600 | ||
CYRUSONE INC | COM | 23283R100 | 23,725 | 362,605 | SH | SOLE | 279,081 | 0 | 83,524 | ||
D R HORTON INC | COM | 23331A109 | 30,302 | 574,452 | SH | SOLE | 456,732 | 0 | 117,720 | ||
DANAHER CORPORATION | COM | 235851102 | 5,024 | 32,737 | SH | SOLE | 30,000 | 0 | 2,737 | ||
DEXCOM INC | COM | 252131107 | 133,896 | 612,124 | SH | SOLE | 489,104 | 0 | 123,020 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 41,370 | 445,505 | SH | SOLE | 360,925 | 0 | 84,580 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 59,160 | 409,045 | SH | SOLE | 321,425 | 0 | 87,620 | ||
DOLLAR TREE INC | COM | 256746108 | 13,948 | 148,303 | SH | SOLE | 121,833 | 0 | 26,470 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 26,443 | 542,970 | SH | SOLE | 429,745 | 0 | 113,225 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 134,149 | 2,249,305 | SH | SOLE | 1,852,534 | 0 | 396,771 | ||
EOG RES INC | COM | 26875P101 | 52,822 | 630,630 | SH | SOLE | 453,695 | 0 | 176,935 | ||
ESSENT GROUP LTD | COM | G3198U102 | 54,651 | 1,051,190 | SH | SOLE | 847,956 | 0 | 203,234 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 35,751 | 330,597 | SH | SOLE | 255,107 | 0 | 75,490 | ||
F M C CORP | COM NEW | 302491303 | 24,067 | 241,106 | SH | SOLE | 186,130 | 0 | 54,976 | ||
FACEBOOK INC | CL A | 30303M102 | 265,293 | 1,292,534 | SH | SOLE | 1,046,657 | 0 | 245,877 | ||
FAIR ISAAC CORP | COM | 303250104 | 76,131 | 203,190 | SH | SOLE | 166,379 | 0 | 36,811 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 13,794 | 704,843 | SH | SOLE | 621,023 | 0 | 83,820 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 222,926 | 1,602,744 | SH | SOLE | 1,297,451 | 0 | 305,293 | ||
FIFTH THIRD BANCORP | COM | 316773100 | 6,489 | 211,095 | SH | SOLE | 121,980 | 0 | 89,115 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | 4,615 | 79,140 | SH | SOLE | 46,340 | 0 | 32,800 | ||
FIRST HAWAIIAN INC | COM | 32051X108 | 19,278 | 668,206 | SH | SOLE | 586,876 | 0 | 81,330 | ||
FIRSTCASH INC | COM | 33767D105 | 14,452 | 179,236 | SH | SOLE | 157,506 | 0 | 21,730 | ||
FIRSTSERVICE CORP NEW | COM | 33767E202 | 10,532 | 113,195 | SH | SOLE | 99,575 | 0 | 13,620 | ||
FISERV INC | COM | 337738108 | 62,751 | 542,690 | SH | SOLE | 443,900 | 0 | 98,790 | ||
FIVE BELOW INC | COM | 33829M101 | 75,232 | 588,394 | SH | SOLE | 480,374 | 0 | 108,020 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 49,103 | 170,664 | SH | SOLE | 139,660 | 0 | 31,004 | ||
FLOWSERVE CORP | COM | 34354P105 | 65,209 | 1,310,200 | SH | SOLE | 1,080,280 | 0 | 229,920 | ||
FORTINET INC | COM | 34959E109 | 111,993 | 1,049,021 | SH | SOLE | 843,231 | 0 | 205,790 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 111,863 | 1,174,661 | SH | SOLE | 923,791 | 0 | 250,870 | ||
GARTNER INC | COM | 366651107 | 2,214 | 14,370 | SH | SOLE | 14,370 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 160,058 | 876,744 | SH | SOLE | 773,075 | 0 | 103,669 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 31,999 | 458,111 | SH | SOLE | 353,086 | 0 | 105,025 | ||
GREENLIGHT CAPITAL RE LTD | CLASS A | G4095J109 | 363 | 35,870 | SH | SOLE | 35,870 | 0 | 0 | ||
GROCERY OUTLET HLDG CORP | COM | 39874R101 | 13,465 | 414,960 | SH | SOLE | 365,630 | 0 | 49,330 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 35,289 | 321,479 | SH | SOLE | 247,689 | 0 | 73,790 | ||
HAEMONETICS CORP | COM | 405024100 | 69,638 | 606,074 | SH | SOLE | 495,864 | 0 | 110,210 | ||
HAMILTON LANE INC | CL A | 407497106 | 22,096 | 370,743 | SH | SOLE | 326,903 | 0 | 43,840 | ||
HEICO CORP NEW | CL A | 422806208 | 1,823 | 20,362 | SH | SOLE | 20,362 | 0 | 0 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 6,845 | 46,989 | SH | SOLE | 26,982 | 0 | 20,007 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 91,294 | 823,135 | SH | SOLE | 673,720 | 0 | 149,415 | ||
HOME DEPOT INC | COM | 437076102 | 168,044 | 769,504 | SH | SOLE | 620,029 | 0 | 149,475 | ||
HUBSPOT INC | COM | 443573100 | 49,393 | 311,627 | SH | SOLE | 239,577 | 0 | 72,050 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 103,628 | 887,374 | SH | SOLE | 708,657 | 0 | 178,717 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 55,913 | 224,453 | SH | SOLE | 183,863 | 0 | 40,590 | ||
ICON PLC | SHS | G4705A100 | 117,075 | 679,761 | SH | SOLE | 579,956 | 0 | 99,805 | ||
IDEXX LABS INC | COM | 45168D104 | 87,150 | 333,740 | SH | SOLE | 283,955 | 0 | 49,785 | ||
IHS MARKIT LTD | SHS | G47567105 | 54,043 | 717,231 | SH | SOLE | 593,361 | 0 | 123,870 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 117,470 | 653,954 | SH | SOLE | 522,506 | 0 | 131,448 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 180,779 | 1,360,059 | SH | SOLE | 1,078,769 | 0 | 281,290 | ||
INGEVITY CORP | COM | 45688C107 | 384 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
INSPERITY INC | COM | 45778Q107 | 18,101 | 210,376 | SH | SOLE | 184,776 | 0 | 25,600 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 22,840 | 391,899 | SH | SOLE | 346,719 | 0 | 45,180 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 268 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
INTERSECT ENT INC | COM | 46071F103 | 28,079 | 1,127,665 | SH | SOLE | 1,034,355 | 0 | 93,310 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 3,001 | 35,812 | SH | SOLE | 35,812 | 0 | 0 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 32,438 | 2,437,096 | SH | SOLE | 2,145,186 | 0 | 291,910 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 424 | 2,780 | SH | SOLE | 0 | 0 | 2,780 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,063 | 6,041 | SH | SOLE | 6,041 | 0 | 0 | ||
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 1,289 | 6,015 | SH | SOLE | 6,015 | 0 | 0 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 677 | 10,003 | SH | SOLE | 10,003 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 13,575 | 97,380 | SH | SOLE | 57,130 | 0 | 40,250 | ||
KB HOME | COM | 48666K109 | 41,511 | 1,211,291 | SH | SOLE | 1,003,071 | 0 | 208,220 | ||
KEYCORP NEW | COM | 493267108 | 23,837 | 1,177,709 | SH | SOLE | 907,709 | 0 | 270,000 | ||
KNOWLES CORP | COM | 49926D109 | 24,343 | 1,150,977 | SH | SOLE | 1,014,157 | 0 | 136,820 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 149,292 | 754,494 | SH | SOLE | 598,355 | 0 | 156,139 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 71,297 | 737,073 | SH | SOLE | 607,053 | 0 | 130,020 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 3,384 | 47,350 | SH | SOLE | 47,350 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 115,472 | 1,251,728 | SH | SOLE | 1,110,740 | 0 | 140,988 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 23,234 | 100,290 | SH | SOLE | 98,475 | 0 | 1,815 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 39,666 | 500,205 | SH | SOLE | 385,685 | 0 | 114,520 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 62,657 | 212,982 | SH | SOLE | 174,942 | 0 | 38,040 | ||
MARATHON PETE CORP | COM | 56585A102 | 160,854 | 2,669,780 | SH | SOLE | 2,139,832 | 0 | 529,948 | ||
MARTEN TRANS LTD | COM | 573075108 | 2,110 | 98,166 | SH | SOLE | 98,166 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 68,886 | 435,825 | SH | SOLE | 370,195 | 0 | 65,630 | ||
MATSON INC | COM | 57686G105 | 10,025 | 245,717 | SH | SOLE | 216,337 | 0 | 29,380 | ||
MEDICINES CO | COM | 584688105 | 116,259 | 1,368,720 | SH | SOLE | 1,228,591 | 0 | 140,129 | ||
MERCK & CO INC | COM | 58933Y105 | 8,818 | 96,954 | SH | SOLE | 60,148 | 0 | 36,806 | ||
MERITOR INC | COM | 59001K100 | 34,813 | 1,329,241 | SH | SOLE | 1,024,551 | 0 | 304,690 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 175,488 | 221,218 | SH | SOLE | 174,440 | 0 | 46,778 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 84,017 | 802,304 | SH | SOLE | 674,084 | 0 | 128,220 | ||
MICROSOFT CORP | COM | 594918104 | 309,752 | 1,964,186 | SH | SOLE | 1,586,008 | 0 | 378,178 | ||
MIMECAST LTD | ORD SHS | G14838109 | 41,140 | 948,357 | SH | SOLE | 841,427 | 0 | 106,930 | ||
MKS INSTRUMENT INC | COM | 55306N104 | 23,293 | 211,735 | SH | SOLE | 163,045 | 0 | 48,690 | ||
MOLECULAR TEMPLATES INC | COM | 608550109 | 509 | 36,420 | SH | SOLE | 36,420 | 0 | 0 | ||
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 13,883 | 703,653 | SH | SOLE | 619,983 | 0 | 83,670 | ||
MSA SAFETY INC | COM | 553498106 | 24,690 | 195,392 | SH | SOLE | 171,502 | 0 | 23,890 | ||
MSCI INC | COM | 55354G100 | 45,191 | 175,036 | SH | SOLE | 146,693 | 0 | 28,343 | ||
NCR CORP NEW | COM | 62886E108 | 96,810 | 2,753,407 | SH | SOLE | 2,220,097 | 0 | 533,310 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 32,708 | 278,963 | SH | SOLE | 219,805 | 0 | 59,158 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 7,290 | 30,105 | SH | SOLE | 24,125 | 0 | 5,980 | ||
NICE LTD | SPONSORED ADR | 653656108 | 91,461 | 589,500 | SH | SOLE | 503,025 | 0 | 86,475 | ||
NIKE INC | CL B | 654106103 | 515 | 5,080 | SH | SOLE | 5,080 | 0 | 0 | ||
NMI HLDGS INC | CL A | 629209305 | 18,652 | 562,139 | SH | SOLE | 494,247 | 0 | 67,892 | ||
NOVARTIS A G | SPONSORED ADR | 66987V109 | 103,735 | 1,095,518 | SH | SOLE | 852,848 | 0 | 242,670 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 25,665 | 1,439,418 | SH | SOLE | 1,263,728 | 0 | 175,690 | ||
NVIDIA CORP | COM | 67066G104 | 84,356 | 358,504 | SH | SOLE | 271,314 | 0 | 87,190 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 280 | 2,200 | SH | SOLE | 2,200 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 21,832 | 115,040 | SH | SOLE | 88,690 | 0 | 26,350 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 43,755 | 1,794,694 | SH | SOLE | 1,382,854 | 0 | 411,840 | ||
ORCHARD THERAPEUTICS PLC | ADS | 68570P101 | 10,477 | 761,947 | SH | SOLE | 670,017 | 0 | 91,930 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 42,611 | 2,207,849 | SH | SOLE | 1,845,829 | 0 | 362,020 | ||
PACIRA BIOSCIENCES | COM | 695127100 | 33,585 | 741,389 | SH | SOLE | 657,139 | 0 | 84,250 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 64,115 | 277,254 | SH | SOLE | 227,053 | 0 | 50,201 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 18,549 | 367,373 | SH | SOLE | 323,953 | 0 | 43,420 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 52,976 | 838,896 | SH | SOLE | 686,701 | 0 | 152,195 | ||
PAYLOCITY HLDG CORP | COM | 70438V106 | 18,012 | 149,081 | SH | SOLE | 130,871 | 0 | 18,210 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 86,273 | 797,570 | SH | SOLE | 582,231 | 0 | 215,339 | ||
PBF ENERGY INC | CL A | 69318G106 | 66,663 | 2,125,061 | SH | SOLE | 1,691,271 | 0 | 433,790 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 34,837 | 676,716 | SH | SOLE | 526,446 | 0 | 150,270 | ||
PFIZER INC | COM | 717081103 | 5,481 | 139,890 | SH | SOLE | 112,080 | 0 | 27,810 | ||
PIONEER NAT RES CO | COM | 723787107 | 76,144 | 503,034 | SH | SOLE | 433,814 | 0 | 69,220 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 6,204 | 85,706 | SH | SOLE | 49,137 | 0 | 36,569 | ||
PROOFPOINT INC | COM | 743424103 | 39,852 | 347,202 | SH | SOLE | 321,600 | 0 | 25,602 | ||
QUALCOMM INC | COM | 747525103 | 5,448 | 61,750 | SH | SOLE | 36,200 | 0 | 25,550 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 56,431 | 528,429 | SH | SOLE | 392,084 | 0 | 136,345 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 4,488 | 50,166 | SH | SOLE | 46,666 | 0 | 3,500 | ||
REALPAGE INC | COM | 75606N109 | 40,975 | 762,333 | SH | SOLE | 595,193 | 0 | 167,140 | ||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 27,877 | 136,365 | SH | SOLE | 113,105 | 0 | 23,260 | ||
REPAY HLDGS CORP | COM CL A | 76029L100 | 10,977 | 749,283 | SH | SOLE | 664,963 | 0 | 84,320 | ||
REPLIGEN CORP | COM | 759916109 | 20,802 | 224,884 | SH | SOLE | 183,204 | 0 | 41,680 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 18,153 | 797,596 | SH | SOLE | 614,904 | 0 | 182,692 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 41,184 | 203,208 | SH | SOLE | 166,208 | 0 | 37,000 | ||
ROGERS CORP | COM | 775133101 | 20,749 | 166,349 | SH | SOLE | 146,449 | 0 | 19,900 | ||
ROSS STORES INC | COM | 778296103 | 59,518 | 511,233 | SH | SOLE | 418,173 | 0 | 93,060 | ||
RPM INTL INC | COM | 749685103 | 70,892 | 923,552 | SH | SOLE | 791,392 | 0 | 132,160 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 43,681 | 939,378 | SH | SOLE | 798,164 | 0 | 141,214 | ||
RYDER SYS INC | COM | 783549108 | 19,891 | 366,257 | SH | SOLE | 321,937 | 0 | 44,320 | ||
S&P GLOBAL INC | COM | 78409V104 | 134,931 | 494,162 | SH | SOLE | 400,923 | 0 | 93,239 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 17,846 | 247,209 | SH | SOLE | 190,229 | 0 | 56,980 | ||
SALESFORCE COM INC | COM | 79466L302 | 183,035 | 1,125,401 | SH | SOLE | 889,249 | 0 | 236,152 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 42,103 | 326,278 | SH | SOLE | 251,515 | 0 | 74,763 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 54,501 | 226,153 | SH | SOLE | 185,493 | 0 | 40,660 | ||
SERVICENOW INC | COM | 81762P102 | 223,873 | 792,976 | SH | SOLE | 633,393 | 0 | 159,583 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 60,721 | 444,486 | SH | SOLE | 365,866 | 0 | 78,620 | ||
SITIME CORPORATION | COM | 82982T106 | 18,577 | 728,497 | SH | SOLE | 642,227 | 0 | 86,270 | ||
SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 17,687 | 359,638 | SH | SOLE | 296,986 | 0 | 62,652 | ||
SPLUNK INC | COM | 848637104 | 201,355 | 1,344,429 | SH | SOLE | 1,071,407 | 0 | 273,022 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 46,550 | 758,140 | SH | SOLE | 620,130 | 0 | 138,010 | ||
STARBUCKS CORP | COM | 855244109 | 5,298 | 60,265 | SH | SOLE | 35,310 | 0 | 24,955 | ||
STERIS PLC | SHS USD | G8473T100 | 107,714 | 706,691 | SH | SOLE | 581,163 | 0 | 125,528 | ||
STRATEGIC ED INC | COM | 86272C103 | 1,948 | 12,260 | SH | SOLE | 12,260 | 0 | 0 | ||
T MOBILE US INC | COM | 872590104 | 88,665 | 1,130,641 | SH | SOLE | 876,851 | 0 | 253,790 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 5,356 | 92,190 | SH | SOLE | 54,100 | 0 | 38,090 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 56,358 | 460,331 | SH | SOLE | 376,171 | 0 | 84,160 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 508 | 8,520 | SH | SOLE | 8,520 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 8,583 | 66,945 | SH | SOLE | 38,690 | 0 | 28,255 | ||
TELADOC HEALTH INC | COM | 87918A105 | 23,993 | 286,581 | SH | SOLE | 253,731 | 0 | 32,850 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 219,439 | 633,228 | SH | SOLE | 526,561 | 0 | 106,667 | ||
TEXAS INSTRS INC | COM | 882508104 | 9,180 | 71,555 | SH | SOLE | 41,260 | 0 | 30,295 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 148,563 | 457,299 | SH | SOLE | 365,213 | 0 | 92,086 | ||
TIMKEN CO | COM | 887389104 | 59,901 | 1,063,771 | SH | SOLE | 930,771 | 0 | 133,000 | ||
TOPBUILD CORP | COM | 89055F103 | 86,383 | 838,020 | SH | SOLE | 695,040 | 0 | 142,980 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 49,977 | 1,078,245 | SH | SOLE | 881,365 | 0 | 196,880 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 243,333 | 434,524 | SH | SOLE | 357,676 | 0 | 76,848 | ||
TRANSUNION | COM | 89400J107 | 115,293 | 1,346,729 | SH | SOLE | 1,083,575 | 0 | 263,154 | ||
TREX CO INC | COM | 89531P105 | 87,187 | 970,040 | SH | SOLE | 801,240 | 0 | 168,800 | ||
TWILIO INC | CL A | 90138F102 | 50,373 | 512,543 | SH | SOLE | 409,883 | 0 | 102,660 | ||
ULTA BEAUTY INC | COM | 90384S303 | 66,768 | 263,758 | SH | SOLE | 223,635 | 0 | 40,123 | ||
UNION PACIFIC CORP | COM | 907818108 | 104,467 | 577,834 | SH | SOLE | 447,769 | 0 | 130,065 | ||
V F CORP | COM | 918204108 | 49,619 | 497,883 | SH | SOLE | 394,693 | 0 | 103,190 | ||
VAIL RESORTS INC | COM | 91879Q109 | 8,053 | 33,580 | SH | SOLE | 24,690 | 0 | 8,890 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 757 | 8,080 | SH | SOLE | 8,080 | 0 | 0 | ||
VENTAS INC | COM | 92276F100 | 256 | 4,442 | SH | SOLE | 4,442 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 8,151 | 132,755 | SH | SOLE | 76,090 | 0 | 56,665 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 157,133 | 717,668 | SH | SOLE | 580,215 | 0 | 137,453 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 22,633 | 1,508,871 | SH | SOLE | 1,329,041 | 0 | 179,830 | ||
VISA INC | COM CL A | 92826C839 | 249,874 | 1,329,824 | SH | SOLE | 1,067,397 | 0 | 262,427 | ||
WALMART INC | COM | 931142103 | 70,178 | 590,522 | SH | SOLE | 415,847 | 0 | 174,675 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 1,101 | 12,126 | SH | SOLE | 12,126 | 0 | 0 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 23,577 | 413,623 | SH | SOLE | 362,003 | 0 | 51,620 | ||
WEX INC | COM | 96208T104 | 67,564 | 322,564 | SH | SOLE | 266,139 | 0 | 56,425 | ||
WILLIS TOWERS WATSON PUB LTD | SHS | G96629103 | 76,973 | 381,167 | SH | SOLE | 296,772 | 0 | 84,395 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 58,532 | 884,831 | SH | SOLE | 774,381 | 0 | 110,450 | ||
WOODWARD INC | COM | 980745103 | 59,680 | 503,887 | SH | SOLE | 417,084 | 0 | 86,803 | ||
WORKDAY INC | CL A | 98138H101 | 60,562 | 368,268 | SH | SOLE | 263,823 | 0 | 104,445 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 14,924 | 230,065 | SH | SOLE | 177,275 | 0 | 52,790 | ||
WPX ENERGY INC | COM | 98212B103 | 50,010 | 3,639,744 | SH | SOLE | 3,032,774 | 0 | 606,970 | ||
XILINX INC | COM | 983919101 | 47,306 | 483,847 | SH | SOLE | 395,847 | 0 | 88,000 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 43,373 | 903,415 | SH | SOLE | 739,195 | 0 | 164,220 | ||
ZENDESK INC | COM | 98936J101 | 85,962 | 1,121,783 | SH | SOLE | 969,648 | 0 | 152,135 | ||
ZYNGA INC | CL A | 98986T108 | 27,108 | 4,429,428 | SH | SOLE | 3,885,588 | 0 | 543,840 |