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 |
UNION PAC CORP | COM | 907818108 | 82,471 | 487,792 | SH | SOLE | 384,422 | 0 | 103,370 | ||
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 212,779 | 1,438,665 | SH | SOLE | 1,306,655 | 0 | 132,010 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 139,942 | 316,575 | SH | SOLE | 255,996 | 0 | 60,579 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 49,463 | 158,530 | SH | SOLE | 130,876 | 0 | 27,654 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 64,711 | 1,113,024 | SH | SOLE | 920,724 | 0 | 192,300 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 62,374 | 849,204 | SH | SOLE | 703,299 | 0 | 145,905 | ||
BRP INC | COM SUN VTG | 05577W200 | 23,222 | 545,363 | SH | SOLE | 509,429 | 0 | 35,934 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 125,897 | 404,878 | SH | SOLE | 336,178 | 0 | 68,700 | ||
GARTNER INC | COM | 366651107 | 1,744 | 14,370 | SH | SOLE | 14,370 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 346,739 | 244,518 | SH | SOLE | 192,156 | 0 | 52,362 | ||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 24,768 | 158,746 | SH | SOLE | 133,966 | 0 | 24,780 | ||
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 13,634 | 409,804 | SH | SOLE | 382,264 | 0 | 27,540 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 52,586 | 301,610 | SH | SOLE | 232,420 | 0 | 69,190 | ||
NIKE INC | CL B | 654106103 | 135,430 | 1,381,237 | SH | SOLE | 1,123,722 | 0 | 257,515 | ||
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 21,875 | 1,954,859 | SH | SOLE | 1,509,309 | 0 | 445,550 | ||
PEPSICO INC | COM | 713448108 | 4,817 | 36,420 | SH | SOLE | 24,130 | 0 | 12,290 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 758 | 2,932 | SH | SOLE | 455 | 0 | 2,477 | ||
BIOGEN INC | COM | 09062X103 | 490 | 1,832 | SH | SOLE | 245 | 0 | 1,587 | ||
CYRUSONE INC | COM | 23283R100 | 16,472 | 226,420 | SH | SOLE | 210,341 | 0 | 16,079 | ||
APPLIED MATLS INC | COM | 038222105 | 147,063 | 2,432,800 | SH | SOLE | 1,911,706 | 0 | 521,094 | ||
TRANSUNION | COM | 89400J107 | 85,637 | 983,881 | SH | SOLE | 793,297 | 0 | 190,584 | ||
APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 26,639 | 533,633 | SH | SOLE | 411,943 | 0 | 121,690 | ||
ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | 25,659 | 1,729,053 | SH | SOLE | 1,340,512 | 0 | 388,541 | ||
ACI WORLDWIDE INC | COM | 004498101 | 16,865 | 624,878 | SH | SOLE | 582,768 | 0 | 42,110 | ||
PACIRA BIOSCIENCES | COM | 695127100 | 71,424 | 1,361,242 | SH | SOLE | 1,291,202 | 0 | 70,040 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 112,569 | 1,914,436 | SH | SOLE | 1,520,546 | 0 | 393,890 | ||
FORTINET INC | COM | 34959E109 | 157,502 | 1,147,388 | SH | SOLE | 931,698 | 0 | 215,690 | ||
DROPBOX INC | CL A | 26210C104 | 80,550 | 3,700,038 | SH | SOLE | 3,189,868 | 0 | 510,170 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 2,155 | 51,967 | SH | SOLE | 51,967 | 0 | 0 | ||
MKS INSTRS INC | COM | 55306N104 | 23,173 | 204,635 | SH | SOLE | 157,967 | 0 | 46,668 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 23,111 | 276,151 | SH | SOLE | 218,713 | 0 | 57,438 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 36,696 | 348,458 | SH | SOLE | 287,848 | 0 | 60,610 | ||
WEX INC | COM | 96208T104 | 74,370 | 450,700 | SH | SOLE | 377,560 | 0 | 73,140 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | 31,993 | 666,253 | SH | SOLE | 595,233 | 0 | 71,020 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 30,205 | 381,034 | SH | SOLE | 294,262 | 0 | 86,772 | ||
HEICO CORP NEW | CL A | 422806208 | 27,282 | 335,820 | SH | SOLE | 264,060 | 0 | 71,760 | ||
KLA CORP | COM NEW | 482480100 | 4,186 | 21,525 | SH | SOLE | 14,260 | 0 | 7,265 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 15,039 | 438,323 | SH | SOLE | 409,263 | 0 | 29,060 | ||
STORE CAP CORP | COM | 862121100 | 25,782 | 1,082,826 | SH | SOLE | 1,005,656 | 0 | 77,170 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 408 | 1,893 | SH | SOLE | 1,893 | 0 | 0 | ||
WNS HLDGS LTD | SPON ADR | 92932M101 | 25,399 | 461,974 | SH | SOLE | 430,903 | 0 | 31,071 | ||
ZYNGA INC | CL A | 98986T108 | 69,197 | 7,253,357 | SH | SOLE | 6,365,807 | 0 | 887,550 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 36,815 | 830,658 | SH | SOLE | 778,018 | 0 | 52,640 | ||
IDEX CORP | COM | 45167R104 | 26,757 | 169,307 | SH | SOLE | 127,109 | 0 | 42,198 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 242 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 86,611 | 406,626 | SH | SOLE | 354,606 | 0 | 52,020 | ||
MIMECAST LTD | ORD SHS | G14838109 | 32,235 | 773,774 | SH | SOLE | 726,974 | 0 | 46,800 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 100,278 | 1,028,601 | SH | SOLE | 820,066 | 0 | 208,535 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 48,735 | 399,466 | SH | SOLE | 308,006 | 0 | 91,460 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 6,376 | 115,660 | SH | SOLE | 76,660 | 0 | 39,000 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 63,354 | 664,994 | SH | SOLE | 568,284 | 0 | 96,710 | ||
STERIS PLC | SHS USD | G8473T100 | 108,553 | 707,463 | SH | SOLE | 569,715 | 0 | 137,748 | ||
SEATTLE GENETICS INC | COM | 812578102 | 68,873 | 405,326 | SH | SOLE | 349,496 | 0 | 55,830 | ||
CITIGROUP INC | COM NEW | 172967424 | 4,479 | 87,645 | SH | SOLE | 58,630 | 0 | 29,015 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 48,446 | 302,145 | SH | SOLE | 230,718 | 0 | 71,427 | ||
VISA INC | COM CL A | 92826C839 | 225,066 | 1,165,120 | SH | SOLE | 937,046 | 0 | 228,074 | ||
MONGODB INC | CL A | 60937P106 | 35,886 | 158,550 | SH | SOLE | 131,880 | 0 | 26,670 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 80,354 | 269,716 | SH | SOLE | 223,840 | 0 | 45,876 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 22,627 | 114,500 | SH | SOLE | 107,630 | 0 | 6,870 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,109 | 3,656 | SH | SOLE | 574 | 0 | 3,082 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 82,070 | 1,052,183 | SH | SOLE | 903,243 | 0 | 148,940 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 67,606 | 386,429 | SH | SOLE | 305,521 | 0 | 80,908 | ||
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 26,173 | 418,909 | SH | SOLE | 323,194 | 0 | 95,715 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 127,023 | 157,685 | SH | SOLE | 133,480 | 0 | 24,205 | ||
TREX CO INC | COM | 89531P105 | 117,738 | 905,188 | SH | SOLE | 777,048 | 0 | 128,140 | ||
GLOBAL BLOOD THERAPEUTICS IN | COM | 37890U108 | 14,580 | 230,948 | SH | SOLE | 215,348 | 0 | 15,600 | ||
ROSS STORES INC | COM | 778296103 | 59,849 | 702,128 | SH | SOLE | 579,938 | 0 | 122,190 | ||
HUBSPOT INC | COM | 443573100 | 81,488 | 363,217 | SH | SOLE | 289,307 | 0 | 73,910 | ||
TELADOC HEALTH INC | COM | 87918A105 | 3,439 | 18,018 | SH | SOLE | 18,018 | 0 | 0 | ||
BOTTOMLINE TECH DEL INC | COM | 101388106 | 38,035 | 749,166 | SH | SOLE | 699,223 | 0 | 49,943 | ||
REXFORD INDL RLTY INC | COM | 76169C100 | 23,623 | 570,188 | SH | SOLE | 530,646 | 0 | 39,542 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 55,121 | 5,341,204 | SH | SOLE | 4,711,033 | 0 | 630,171 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 410 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 291,569 | 1,284,047 | SH | SOLE | 1,029,905 | 0 | 254,142 | ||
2U INC | COM | 90214J101 | 27,335 | 720,096 | SH | SOLE | 672,296 | 0 | 47,800 | ||
CSX CORP | COM | 126408103 | 665 | 9,530 | SH | SOLE | 9,530 | 0 | 0 | ||
SUN CMNTYS INC | COM | 866674104 | 61,870 | 455,999 | SH | SOLE | 373,737 | 0 | 82,262 | ||
COOPER COS INC | COM NEW | 216648402 | 58,291 | 205,509 | SH | SOLE | 169,708 | 0 | 35,801 | ||
SKYLINE CHAMPION CORPORATION | COM | 830830105 | 17,694 | 726,965 | SH | SOLE | 679,086 | 0 | 47,879 | ||
INTEL CORP | COM | 458140100 | 50,734 | 847,961 | SH | SOLE | 667,141 | 0 | 180,820 | ||
NCR CORP NEW | COM | 62886E108 | 25,001 | 1,443,476 | SH | SOLE | 1,190,313 | 0 | 253,163 | ||
SALESFORCE COM INC | COM | 79466L302 | 212,299 | 1,133,287 | SH | SOLE | 900,567 | 0 | 232,720 | ||
COSTAR GROUP INC | COM | 22160N109 | 73,758 | 103,787 | SH | SOLE | 84,852 | 0 | 18,935 | ||
MERCK & CO. INC | COM | 58933Y105 | 6,866 | 88,789 | SH | SOLE | 60,518 | 0 | 28,271 | ||
NICE LTD | SPONSORED ADR | 653656108 | 107,449 | 567,793 | SH | SOLE | 507,873 | 0 | 59,920 | ||
MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 34,150 | 232,484 | SH | SOLE | 195,804 | 0 | 36,680 | ||
ZENDESK INC | COM | 98936J101 | 161,649 | 1,825,925 | SH | SOLE | 1,618,638 | 0 | 207,287 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 214 | 1,117 | SH | SOLE | 1,117 | 0 | 0 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 47,635 | 838,347 | SH | SOLE | 676,617 | 0 | 161,730 | ||
MASIMO CORP | COM | 574795100 | 69,247 | 303,727 | SH | SOLE | 259,982 | 0 | 43,745 | ||
IDEXX LABS INC | COM | 45168D104 | 109,176 | 330,676 | SH | SOLE | 282,291 | 0 | 48,385 | ||
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 26,463 | 545,976 | SH | SOLE | 507,986 | 0 | 37,990 | ||
PRIMERICA INC | COM | 74164M108 | 34,001 | 291,602 | SH | SOLE | 271,811 | 0 | 19,791 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 43,822 | 41,642 | SH | SOLE | 34,582 | 0 | 7,060 | ||
SQUARE INC | CL A | 852234103 | 45,881 | 437,214 | SH | SOLE | 359,514 | 0 | 77,700 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 67,419 | 1,193,675 | SH | SOLE | 987,790 | 0 | 205,885 | ||
AZEK CO INC | CL A | 05478C105 | 21,392 | 671,425 | SH | SOLE | 518,385 | 0 | 153,040 | ||
RPM INTL INC | COM | 749685103 | 56,218 | 748,979 | SH | SOLE | 619,889 | 0 | 129,090 | ||
GLOBAL PMTS INC | COM | 37940X102 | 168,460 | 993,161 | SH | SOLE | 877,262 | 0 | 115,899 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 43,089 | 3,382,207 | SH | SOLE | 2,912,418 | 0 | 469,789 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 25,877 | 275,903 | SH | SOLE | 236,103 | 0 | 39,800 | ||
CATALENT INC | COM | 148806102 | 76,640 | 1,045,561 | SH | SOLE | 884,851 | 0 | 160,710 | ||
HAEMONETICS CORP | COM | 405024100 | 23,507 | 262,468 | SH | SOLE | 244,653 | 0 | 17,815 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 4,389 | 37,450 | SH | SOLE | 37,450 | 0 | 0 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 57,508 | 504,279 | SH | SOLE | 437,025 | 0 | 67,254 | ||
TURNING POINT THERAPEUTICS I | COM | 90041T108 | 16,540 | 256,078 | SH | SOLE | 239,138 | 0 | 16,940 | ||
MICROSOFT CORP | COM | 594918104 | 455,282 | 2,237,146 | SH | SOLE | 1,774,824 | 0 | 462,322 | ||
VAIL RESORTS INC | COM | 91879Q109 | 2,211 | 12,140 | SH | SOLE | 12,140 | 0 | 0 | ||
SITIME CORP | COM | 82982T106 | 25,724 | 542,578 | SH | SOLE | 507,201 | 0 | 35,377 | ||
COMCAST CORP NEW | CL A | 20030N101 | 5,916 | 151,774 | SH | SOLE | 91,204 | 0 | 60,570 | ||
REPAY HLDGS CORP | COM CL A | 76029L100 | 19,558 | 794,069 | SH | SOLE | 741,639 | 0 | 52,430 | ||
WOODWARD INC | COM | 980745103 | 24,786 | 319,618 | SH | SOLE | 298,288 | 0 | 21,330 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 135,857 | 800,715 | SH | SOLE | 637,380 | 0 | 163,335 | ||
SERVICE CORP INTL | COM | 817565104 | 4,233 | 108,850 | SH | SOLE | 72,160 | 0 | 36,690 | ||
UNIFIRST CORP MASS | COM | 904708104 | 31,746 | 177,399 | SH | SOLE | 165,604 | 0 | 11,795 | ||
NVIDIA CORPORATION | COM | 67066G104 | 83,752 | 220,452 | SH | SOLE | 174,027 | 0 | 46,425 | ||
ASSURANT INC | COM | 04621X108 | 33,241 | 321,826 | SH | SOLE | 248,446 | 0 | 73,380 | ||
STARBUCKS CORP | COM | 855244109 | 6,403 | 87,004 | SH | SOLE | 52,491 | 0 | 34,513 | ||
HOME DEPOT INC | COM | 437076102 | 200,153 | 798,981 | SH | SOLE | 646,372 | 0 | 152,609 | ||
MARTEN TRANS LTD | COM | 573075108 | 2,470 | 98,166 | SH | SOLE | 98,166 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 160,446 | 355,370 | SH | SOLE | 313,082 | 0 | 42,288 | ||
ICON PLC | SHS | G4705A100 | 139,555 | 828,417 | SH | SOLE | 722,618 | 0 | 105,799 | ||
AMAZON COM INC | COM | 023135106 | 518,639 | 187,993 | SH | SOLE | 151,254 | 0 | 36,739 | ||
MSCI INC | COM | 55354G100 | 45,410 | 136,030 | SH | SOLE | 116,010 | 0 | 20,020 | ||
DOCUSIGN INC | COM | 256163106 | 375 | 2,180 | SH | SOLE | 2,180 | 0 | 0 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 61,246 | 727,036 | SH | SOLE | 620,166 | 0 | 106,870 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 111,492 | 264,407 | SH | SOLE | 227,197 | 0 | 37,210 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 82,028 | 665,057 | SH | SOLE | 551,187 | 0 | 113,870 | ||
QORVO INC | COM | 74736K101 | 23,545 | 213,018 | SH | SOLE | 164,438 | 0 | 48,580 | ||
S&P GLOBAL INC | COM | 78409V104 | 124,266 | 377,157 | SH | SOLE | 314,095 | 0 | 63,062 | ||
NUTANIX INC | CL A | 67059N108 | 404 | 17,025 | SH | SOLE | 2,353 | 0 | 14,672 | ||
T-MOBILE US INC | COM | 872590104 | 108,608 | 1,042,804 | SH | SOLE | 855,314 | 0 | 187,490 | ||
SCIENCE APPLICATIONS INTL CO | COM | 808625107 | 82,494 | 1,061,976 | SH | SOLE | 913,476 | 0 | 148,500 | ||
PROOFPOINT INC | COM | 743424103 | 39,797 | 358,146 | SH | SOLE | 343,399 | 0 | 14,747 | ||
CDW CORP | COM | 12514G108 | 33,921 | 291,966 | SH | SOLE | 225,276 | 0 | 66,690 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 1,080 | 22,980 | SH | SOLE | 22,980 | 0 | 0 | ||
ADVANCED ENERGY INDS | COM | 007973100 | 31,173 | 459,846 | SH | SOLE | 429,351 | 0 | 30,495 | ||
AVERY DENNISON CORP | COM | 053611109 | 10,062 | 88,195 | SH | SOLE | 67,340 | 0 | 20,855 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 35,822 | 1,711,501 | SH | SOLE | 1,439,829 | 0 | 271,672 | ||
NVR INC | COM | 62944T105 | 587 | 180 | SH | SOLE | 180 | 0 | 0 | ||
ANAPLAN INC | COM | 03272L108 | 30,433 | 671,654 | SH | SOLE | 517,604 | 0 | 154,050 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 4,509 | 36,510 | SH | SOLE | 24,190 | 0 | 12,320 | ||
INSULET CORP | COM | 45784P101 | 54,747 | 281,823 | SH | SOLE | 217,544 | 0 | 64,279 | ||
PAYLOCITY HLDG CORP | COM | 70438V106 | 18,663 | 127,926 | SH | SOLE | 120,546 | 0 | 7,380 | ||
JUNIPER NETWORKS INC | COM | 48203R104 | 18,827 | 823,587 | SH | SOLE | 635,414 | 0 | 188,173 | ||
ENVESTNET INC | COM | 29404K106 | 13,966 | 189,913 | SH | SOLE | 177,033 | 0 | 12,880 | ||
WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 74,882 | 380,207 | SH | SOLE | 299,212 | 0 | 80,995 | ||
WORKDAY INC | CL A | 98138H101 | 90,411 | 482,552 | SH | SOLE | 382,422 | 0 | 100,130 | ||
BLACK KNIGHT INC | COM | 09215C105 | 36,795 | 507,100 | SH | SOLE | 394,090 | 0 | 113,010 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 17,528 | 131,644 | SH | SOLE | 122,354 | 0 | 9,290 | ||
AMETEK INC | COM | 031100100 | 133,893 | 1,498,192 | SH | SOLE | 1,200,564 | 0 | 297,628 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 233,586 | 1,742,009 | SH | SOLE | 1,403,589 | 0 | 338,420 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 77,568 | 989,385 | SH | SOLE | 870,097 | 0 | 119,288 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 154,903 | 533,578 | SH | SOLE | 435,179 | 0 | 98,399 | ||
TOPBUILD CORP | COM | 89055F103 | 110,773 | 973,655 | SH | SOLE | 856,905 | 0 | 116,750 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | 1,840 | 26,730 | SH | SOLE | 26,730 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 46,697 | 237,124 | SH | SOLE | 183,064 | 0 | 54,060 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 36,699 | 1,450,281 | SH | SOLE | 1,351,931 | 0 | 98,350 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 41,579 | 296,714 | SH | SOLE | 247,234 | 0 | 49,480 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 440 | 2,780 | SH | SOLE | 0 | 0 | 2,780 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 108,846 | 3,100,151 | SH | SOLE | 2,374,955 | 0 | 725,196 | ||
REALPAGE INC | COM | 75606N109 | 47,886 | 736,592 | SH | SOLE | 576,222 | 0 | 160,370 | ||
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 9,267 | 323,336 | SH | SOLE | 302,576 | 0 | 20,760 | ||
ULTA BEAUTY INC | COM | 90384S303 | 54,240 | 266,642 | SH | SOLE | 221,169 | 0 | 45,473 | ||
MSA SAFETY INC | COM | 553498106 | 22,558 | 197,116 | SH | SOLE | 183,756 | 0 | 13,360 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 21,627 | 202,271 | SH | SOLE | 188,211 | 0 | 14,060 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 42,438 | 235,411 | SH | SOLE | 171,211 | 0 | 64,200 | ||
KB HOME | COM | 48666K109 | 63,334 | 2,064,337 | SH | SOLE | 1,746,917 | 0 | 317,420 | ||
TERRENO RLTY CORP | COM | 88146M101 | 21,400 | 406,537 | SH | SOLE | 315,660 | 0 | 90,877 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 48,350 | 593,759 | SH | SOLE | 487,169 | 0 | 106,590 | ||
FIVE BELOW INC | COM | 33829M101 | 62,295 | 582,689 | SH | SOLE | 490,409 | 0 | 92,280 | ||
DEXCOM INC | COM | 252131107 | 64,417 | 158,898 | SH | SOLE | 130,818 | 0 | 28,080 | ||
HUMANA INC | COM | 444859102 | 165,642 | 427,187 | SH | SOLE | 323,867 | 0 | 103,320 | ||
MERITOR INC | COM | 59001K100 | 23,264 | 1,174,933 | SH | SOLE | 907,423 | 0 | 267,510 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 8,682 | 53,510 | SH | SOLE | 35,130 | 0 | 18,380 | ||
HAMILTON LANE INC | CL A | 407497106 | 17,639 | 261,819 | SH | SOLE | 244,039 | 0 | 17,780 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 87,255 | 346,898 | SH | SOLE | 287,184 | 0 | 59,714 | ||
YETI HLDGS INC | COM | 98585X104 | 22,239 | 520,455 | SH | SOLE | 486,135 | 0 | 34,320 | ||
GROCERY OUTLET HLDG CORP | COM | 39874R101 | 27,065 | 663,346 | SH | SOLE | 619,746 | 0 | 43,600 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 6,819 | 4,824 | SH | SOLE | 3,597 | 0 | 1,227 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 112,658 | 220,881 | SH | SOLE | 173,336 | 0 | 47,545 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 101,779 | 845,761 | SH | SOLE | 682,264 | 0 | 163,497 | ||
STRATEGIC ED INC | COM | 86272C103 | 1,884 | 12,260 | SH | SOLE | 12,260 | 0 | 0 | ||
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 54,755 | 966,378 | SH | SOLE | 697,528 | 0 | 268,850 | ||
CISCO SYS INC | COM | 17275R102 | 70,230 | 1,505,799 | SH | SOLE | 1,081,544 | 0 | 424,255 | ||
SERVICENOW INC | COM | 81762P102 | 304,773 | 752,415 | SH | SOLE | 611,257 | 0 | 141,158 | ||
WALMART INC | COM | 931142103 | 66,690 | 556,767 | SH | SOLE | 406,947 | 0 | 149,820 | ||
F M C CORP | COM NEW | 302491303 | 41,276 | 414,338 | SH | SOLE | 314,692 | 0 | 99,646 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 20,490 | 420,139 | SH | SOLE | 391,809 | 0 | 28,330 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 192,530 | 1,105,032 | SH | SOLE | 888,174 | 0 | 216,858 | ||
QUALCOMM INC | COM | 747525103 | 90,878 | 996,363 | SH | SOLE | 820,928 | 0 | 175,435 | ||
AVALARA INC | COM | 05338G106 | 31,510 | 236,755 | SH | SOLE | 182,798 | 0 | 53,957 | ||
SELECTQUOTE INC | COM | 816307300 | 8,446 | 333,435 | SH | SOLE | 310,795 | 0 | 22,640 | ||
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 84,485 | 1,710,232 | SH | SOLE | 1,452,895 | 0 | 257,337 | ||
INSMED INC | COM PAR $.01 | 457669307 | 28,551 | 1,036,711 | SH | SOLE | 966,771 | 0 | 69,940 | ||
TWILIO INC | CL A | 90138F102 | 132,545 | 604,070 | SH | SOLE | 489,040 | 0 | 115,030 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 144,753 | 527,450 | SH | SOLE | 403,435 | 0 | 124,015 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 7,550 | 41,024 | SH | SOLE | 27,182 | 0 | 13,842 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 24,458 | 465,241 | SH | SOLE | 433,861 | 0 | 31,380 | ||
CUTERA INC | COM | 232109108 | 519 | 42,680 | SH | SOLE | 42,680 | 0 | 0 | ||
MAXLINEAR INC | COM | 57776J100 | 17,700 | 824,777 | SH | SOLE | 636,634 | 0 | 188,143 | ||
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 31,955 | 971,269 | SH | SOLE | 823,919 | 0 | 147,350 | ||
APPLE INC | COM | 037833100 | 497,272 | 1,363,135 | SH | SOLE | 1,079,488 | 0 | 283,647 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 164,715 | 454,586 | SH | SOLE | 364,169 | 0 | 90,417 | ||
TARGET CORP | COM | 87612E106 | 7,054 | 58,815 | SH | SOLE | 38,980 | 0 | 19,835 | ||
ITT INC | COM | 45073V108 | 22,979 | 391,199 | SH | SOLE | 364,641 | 0 | 26,558 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 23,387 | 562,457 | SH | SOLE | 433,367 | 0 | 129,090 | ||
DANAHER CORPORATION | COM | 235851102 | 5,688 | 32,167 | SH | SOLE | 29,430 | 0 | 2,737 | ||
FAIR ISAAC CORP | COM | 303250104 | 49,245 | 117,800 | SH | SOLE | 93,030 | 0 | 24,770 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 56,498 | 333,143 | SH | SOLE | 287,263 | 0 | 45,880 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 43,754 | 510,190 | SH | SOLE | 477,179 | 0 | 33,011 | ||
XILINX INC | COM | 983919101 | 48,489 | 492,826 | SH | SOLE | 407,676 | 0 | 85,150 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 74,934 | 857,963 | SH | SOLE | 620,597 | 0 | 237,366 | ||
ABBOTT LABS | COM | 002824100 | 11,289 | 123,473 | SH | SOLE | 76,003 | 0 | 47,470 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 113,454 | 995,564 | SH | SOLE | 781,319 | 0 | 214,245 | ||
SPLUNK INC | COM | 848637104 | 263,306 | 1,325,144 | SH | SOLE | 1,064,213 | 0 | 260,931 | ||
TIMKEN CO | COM | 887389104 | 49,795 | 1,094,647 | SH | SOLE | 998,437 | 0 | 96,210 | ||
AMEDISYS INC | COM | 023436108 | 61,295 | 308,728 | SH | SOLE | 291,103 | 0 | 17,625 | ||
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 129,684 | 1,457,449 | SH | SOLE | 1,148,147 | 0 | 309,302 | ||
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 22,062 | 208,152 | SH | SOLE | 160,742 | 0 | 47,410 | ||
ETSY INC | COM | 29786A106 | 60,151 | 566,238 | SH | SOLE | 437,558 | 0 | 128,680 | ||
REPLIGEN CORP | COM | 759916109 | 29,432 | 238,103 | SH | SOLE | 202,083 | 0 | 36,020 | ||
BROADCOM INC | COM | 11135F101 | 95,583 | 302,853 | SH | SOLE | 232,401 | 0 | 70,452 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 39,102 | 415,717 | SH | SOLE | 301,372 | 0 | 114,345 | ||
BRP GROUP INC | COM CL A | 05589G102 | 478 | 27,690 | SH | SOLE | 27,690 | 0 | 0 | ||
HOWARD HUGHES CORP | COM | 44267D107 | 20,318 | 391,115 | SH | SOLE | 364,725 | 0 | 26,390 | ||
BLACKROCK INC | COM | 09247X101 | 4,179 | 7,680 | SH | SOLE | 5,090 | 0 | 2,590 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 26,059 | 263,433 | SH | SOLE | 246,283 | 0 | 17,150 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 30,331 | 173,471 | SH | SOLE | 158,743 | 0 | 14,728 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 749 | 6,720 | SH | SOLE | 1,052 | 0 | 5,668 |