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 |
2U INC | COM | 90214J101 | 22,826 | 674,117 | SH | SOLE | 626,317 | 0 | 47,800 | ||
ABBOTT LABS | COM | 002824100 | 13,352 | 122,686 | SH | SOLE | 73,623 | 0 | 49,063 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 95,330 | 847,149 | SH | SOLE | 720,539 | 0 | 126,610 | ||
ACI WORLDWIDE INC | COM | 004498101 | 15,541 | 594,765 | SH | SOLE | 552,655 | 0 | 42,110 | ||
ADTRAN INC | COM | 00738A106 | 5,706 | 556,459 | SH | SOLE | 517,036 | 0 | 39,423 | ||
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 108,510 | 1,737,836 | SH | SOLE | 1,476,639 | 0 | 261,197 | ||
ADVANCED ENERGY INDS | COM | 007973100 | 32,264 | 512,610 | SH | SOLE | 476,195 | 0 | 36,415 | ||
AGENUS INC | COM NEW | 00847G705 | 215 | 53,780 | SH | SOLE | 53,780 | 0 | 0 | ||
ALBEMARLE CORP | COM | 012653101 | 430 | 4,820 | SH | SOLE | 4,820 | 0 | 0 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 6,040 | 37,750 | SH | SOLE | 24,250 | 0 | 13,500 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 557 | 1,893 | SH | SOLE | 1,893 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 127,952 | 390,861 | SH | SOLE | 300,701 | 0 | 90,160 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 346,258 | 236,257 | SH | SOLE | 186,170 | 0 | 50,087 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 7,890 | 5,369 | SH | SOLE | 3,543 | 0 | 1,826 | ||
ALTERYX INC | COM CL A | 02156B103 | 49,085 | 432,279 | SH | SOLE | 360,159 | 0 | 72,120 | ||
AMAZON COM INC | COM | 023135106 | 574,640 | 182,499 | SH | SOLE | 146,799 | 0 | 35,700 | ||
AMEDISYS INC | COM | 023436108 | 41,498 | 175,519 | SH | SOLE | 162,744 | 0 | 12,775 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 106,620 | 441,070 | SH | SOLE | 334,572 | 0 | 106,498 | ||
AMETEK INC | COM | 031100100 | 152,178 | 1,530,963 | SH | SOLE | 1,211,475 | 0 | 319,488 | ||
ANAPLAN INC | COM | 03272L108 | 41,433 | 662,075 | SH | SOLE | 511,215 | 0 | 150,860 | ||
APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 2,908 | 64,975 | SH | SOLE | 42,180 | 0 | 22,795 | ||
APPLE INC | COM | 037833100 | 598,482 | 5,167,793 | SH | SOLE | 4,099,191 | 0 | 1,068,602 | ||
APPLIED MATLS INC | COM | 038222105 | 129,833 | 2,183,898 | SH | SOLE | 1,726,663 | 0 | 457,235 | ||
ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 276,198 | 1,789,774 | SH | SOLE | 1,548,617 | 0 | 241,157 | ||
ASSURANT INC | COM | 04621X108 | 38,562 | 317,881 | SH | SOLE | 245,591 | 0 | 72,290 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 724 | 3,980 | SH | SOLE | 3,980 | 0 | 0 | ||
AVALARA INC | COM | 05338G106 | 29,791 | 233,947 | SH | SOLE | 180,630 | 0 | 53,317 | ||
AVERY DENNISON CORP | COM | 053611109 | 11,177 | 87,430 | SH | SOLE | 65,410 | 0 | 22,020 | ||
AVIDITY BIOSCIENCES INC | COM | 05370A108 | 259 | 9,200 | SH | SOLE | 9,200 | 0 | 0 | ||
AZEK CO INC | CL A | 05478C105 | 23,124 | 664,281 | SH | SOLE | 512,951 | 0 | 151,330 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 38,057 | 787,603 | SH | SOLE | 734,963 | 0 | 52,640 | ||
BEST BUY INC | COM | 086516101 | 4,466 | 40,125 | SH | SOLE | 26,030 | 0 | 14,095 | ||
BIO RAD LABS INC | CL A | 090572207 | 153,624 | 298,033 | SH | SOLE | 263,005 | 0 | 35,028 | ||
BIOGEN INC | COM | 09062X103 | 520 | 1,832 | SH | SOLE | 245 | 0 | 1,587 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 48,469 | 637,080 | SH | SOLE | 527,780 | 0 | 109,300 | ||
BLACK KNIGHT INC | COM | 09215C105 | 57,702 | 662,859 | SH | SOLE | 514,649 | 0 | 148,210 | ||
BLACKLINE INC | COM | 09239B109 | 20,684 | 230,768 | SH | SOLE | 214,218 | 0 | 16,550 | ||
BLACKROCK INC | COM | 09247X101 | 4,359 | 7,735 | SH | SOLE | 4,930 | 0 | 2,805 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 98,336 | 1,060,798 | SH | SOLE | 909,458 | 0 | 151,340 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 114,730 | 3,002,613 | SH | SOLE | 2,300,621 | 0 | 701,992 | ||
BOTTOMLINE TECH DEL INC | COM | 101388106 | 30,549 | 724,605 | SH | SOLE | 673,203 | 0 | 51,402 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 5,694 | 37,450 | SH | SOLE | 37,450 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 123,352 | 2,045,976 | SH | SOLE | 1,608,466 | 0 | 437,510 | ||
BROADCOM INC | COM | 11135F101 | 137,381 | 377,089 | SH | SOLE | 287,755 | 0 | 89,334 | ||
BRP GROUP INC | COM CL A | 05589G102 | 9,461 | 379,812 | SH | SOLE | 354,748 | 0 | 25,064 | ||
BRP INC | COM SUN VTG | 05577W200 | 66,193 | 1,253,174 | SH | SOLE | 1,091,084 | 0 | 162,090 | ||
BURLINGTON STORES INC | COM | 122017106 | 42,060 | 204,085 | SH | SOLE | 157,755 | 0 | 46,330 | ||
CATALENT INC | COM | 148806102 | 45,860 | 535,376 | SH | SOLE | 411,156 | 0 | 124,220 | ||
CATERPILLAR INC DEL | COM | 149123101 | 62,839 | 421,316 | SH | SOLE | 302,581 | 0 | 118,735 | ||
CELANESE CORP DEL | COM | 150870103 | 46,619 | 433,871 | SH | SOLE | 353,406 | 0 | 80,465 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 31,071 | 375,940 | SH | SOLE | 290,698 | 0 | 85,242 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 60,997 | 269,362 | SH | SOLE | 207,902 | 0 | 61,460 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 129,676 | 207,701 | SH | SOLE | 161,596 | 0 | 46,105 | ||
CHEGG INC | COM | 163092109 | 15,247 | 213,418 | SH | SOLE | 164,858 | 0 | 48,560 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 88,837 | 71,429 | SH | SOLE | 59,002 | 0 | 12,427 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 39,549 | 241,418 | SH | SOLE | 223,878 | 0 | 17,540 | ||
CITIGROUP INC | COM NEW | 172967424 | 4,043 | 93,785 | SH | SOLE | 60,790 | 0 | 32,995 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 55,737 | 802,901 | SH | SOLE | 647,071 | 0 | 155,830 | ||
COMCAST CORP NEW | CL A | 20030N101 | 7,014 | 151,628 | SH | SOLE | 88,324 | 0 | 63,304 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 2,545 | 13,432 | SH | SOLE | 12,184 | 0 | 1,248 | ||
COOPER COS INC | COM NEW | 216648402 | 94,191 | 279,400 | SH | SOLE | 238,234 | 0 | 41,166 | ||
COSTAR GROUP INC | COM | 22160N109 | 68,949 | 81,259 | SH | SOLE | 68,678 | 0 | 12,581 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,699 | 4,786 | SH | SOLE | 1,704 | 0 | 3,082 | ||
CSX CORP | COM | 126408103 | 740 | 9,530 | SH | SOLE | 9,530 | 0 | 0 | ||
CUTERA INC | COM | 232109108 | 810 | 42,680 | SH | SOLE | 42,680 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 59,773 | 790,337 | SH | SOLE | 636,797 | 0 | 153,540 | ||
DANAHER CORPORATION | COM | 235851102 | 6,927 | 32,167 | SH | SOLE | 29,430 | 0 | 2,737 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 147,848 | 1,467,619 | SH | SOLE | 1,211,229 | 0 | 256,390 | ||
DEXCOM INC | COM | 252131107 | 69,468 | 168,518 | SH | SOLE | 138,848 | 0 | 29,670 | ||
DIODES INC | COM | 254543101 | 10,968 | 194,289 | SH | SOLE | 150,600 | 0 | 43,689 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 1,149 | 9,264 | SH | SOLE | 1,437 | 0 | 7,827 | ||
DOMINOS PIZZA INC | COM | 25754A201 | 396 | 930 | SH | SOLE | 930 | 0 | 0 | ||
DROPBOX INC | CL A | 26210C104 | 76,793 | 3,987,158 | SH | SOLE | 3,409,808 | 0 | 577,350 | ||
EIDOS THERAPEUTICS INC | COM | 28249H104 | 12,086 | 239,182 | SH | SOLE | 222,102 | 0 | 17,080 | ||
ENVESTNET INC | COM | 29404K106 | 18,646 | 241,658 | SH | SOLE | 224,348 | 0 | 17,310 | ||
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 23,989 | 391,333 | SH | SOLE | 301,778 | 0 | 89,555 | ||
ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | 44,001 | 2,401,820 | SH | SOLE | 1,859,079 | 0 | 542,741 | ||
ETSY INC | COM | 29786A106 | 85,457 | 702,598 | SH | SOLE | 553,858 | 0 | 148,740 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 32,438 | 353,782 | SH | SOLE | 293,702 | 0 | 60,080 | ||
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 29,098 | 2,435,004 | SH | SOLE | 1,879,754 | 0 | 555,250 | ||
F M C CORP | COM NEW | 302491303 | 43,356 | 409,369 | SH | SOLE | 310,008 | 0 | 99,361 | ||
F5 NETWORKS INC | COM | 315616102 | 25,768 | 209,891 | SH | SOLE | 161,981 | 0 | 47,910 | ||
FACEBOOK INC | CL A | 30303M102 | 316,279 | 1,207,634 | SH | SOLE | 963,347 | 0 | 244,287 | ||
FAIR ISAAC CORP | COM | 303250104 | 49,512 | 116,395 | SH | SOLE | 92,035 | 0 | 24,360 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 16,401 | 410,329 | SH | SOLE | 381,269 | 0 | 29,060 | ||
FIBROGEN INC | COM | 31572Q808 | 9,589 | 233,196 | SH | SOLE | 216,466 | 0 | 16,730 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 208,640 | 1,417,297 | SH | SOLE | 1,130,733 | 0 | 286,564 | ||
FINTECH ACQUISITION CORP III | COM CL A | 31811A101 | 600 | 58,170 | SH | SOLE | 58,170 | 0 | 0 | ||
FIRST AMERN FINL CORP | COM | 31847R102 | 4,909 | 96,420 | SH | SOLE | 61,390 | 0 | 35,030 | ||
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 27,188 | 249,292 | SH | SOLE | 192,452 | 0 | 56,840 | ||
FIVE BELOW INC | COM | 33829M101 | 71,755 | 565,002 | SH | SOLE | 474,112 | 0 | 90,890 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 78,906 | 331,397 | SH | SOLE | 273,468 | 0 | 57,929 | ||
FORMA THERAPEUTICS HLDGS INC | SHS | 34633R104 | 361 | 7,250 | SH | SOLE | 7,250 | 0 | 0 | ||
FORTINET INC | COM | 34959E109 | 130,738 | 1,109,738 | SH | SOLE | 899,128 | 0 | 210,610 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 100,700 | 953,780 | SH | SOLE | 759,955 | 0 | 193,825 | ||
GARTNER INC | COM | 366651107 | 1,796 | 14,370 | SH | SOLE | 14,370 | 0 | 0 | ||
GLOBAL BLOOD THERAPEUTICS IN | COM | 37890U108 | 12,012 | 217,850 | SH | SOLE | 202,250 | 0 | 15,600 | ||
GLOBAL PMTS INC | COM | 37940X102 | 144,878 | 815,849 | SH | SOLE | 703,255 | 0 | 112,594 | ||
GROCERY OUTLET HLDG CORP | COM | 39874R101 | 19,112 | 486,069 | SH | SOLE | 451,179 | 0 | 34,890 | ||
HAEMONETICS CORP | COM | 405024100 | 73,500 | 842,411 | SH | SOLE | 805,136 | 0 | 37,275 | ||
HAMILTON LANE INC | CL A | 407497106 | 22,777 | 352,640 | SH | SOLE | 327,840 | 0 | 24,800 | ||
HEICO CORP NEW | CL A | 422806208 | 29,420 | 331,834 | SH | SOLE | 260,944 | 0 | 70,890 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 6,655 | 40,929 | SH | SOLE | 26,332 | 0 | 14,597 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 512 | 6,003 | SH | SOLE | 6,003 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 207,607 | 747,568 | SH | SOLE | 599,235 | 0 | 148,333 | ||
HOWARD HUGHES CORP | COM | 44267D107 | 21,898 | 380,167 | SH | SOLE | 353,777 | 0 | 26,390 | ||
HUBSPOT INC | COM | 443573100 | 104,515 | 357,646 | SH | SOLE | 283,786 | 0 | 73,860 | ||
HUMANA INC | COM | 444859102 | 148,726 | 359,338 | SH | SOLE | 271,368 | 0 | 87,970 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 66,869 | 529,107 | SH | SOLE | 430,081 | 0 | 99,026 | ||
ICON PLC | SHS | G4705A100 | 158,581 | 829,878 | SH | SOLE | 722,879 | 0 | 106,999 | ||
IDEX CORP | COM | 45167R104 | 37,157 | 203,699 | SH | SOLE | 152,886 | 0 | 50,813 | ||
IDEXX LABS INC | COM | 45168D104 | 107,917 | 274,522 | SH | SOLE | 227,277 | 0 | 47,245 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 31,148 | 161,211 | SH | SOLE | 145,713 | 0 | 15,498 | ||
INSMED INC | COM PAR $.01 | 457669307 | 42,826 | 1,332,488 | SH | SOLE | 1,237,818 | 0 | 94,670 | ||
INSULET CORP | COM | 45784P101 | 103,316 | 436,686 | SH | SOLE | 346,414 | 0 | 90,272 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 1,085 | 22,980 | SH | SOLE | 22,980 | 0 | 0 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 61,581 | 6,846,192 | SH | SOLE | 6,185,131 | 0 | 661,061 | ||
ITT INC | COM | 45073V108 | 26,626 | 450,903 | SH | SOLE | 418,555 | 0 | 32,348 | ||
KB HOME | COM | 48666K109 | 53,065 | 1,382,251 | SH | SOLE | 1,163,171 | 0 | 219,080 | ||
KINSALE CAP GROUP INC | COM | 49714P108 | 21,440 | 112,733 | SH | SOLE | 87,458 | 0 | 25,275 | ||
LAM RESEARCH CORP | COM | 512807108 | 46,675 | 140,693 | SH | SOLE | 112,013 | 0 | 28,680 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 35,969 | 543,585 | SH | SOLE | 419,055 | 0 | 124,530 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 64,557 | 701,398 | SH | SOLE | 595,988 | 0 | 105,410 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 68,936 | 899,122 | SH | SOLE | 785,194 | 0 | 113,928 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 39,523 | 119,997 | SH | SOLE | 99,932 | 0 | 20,065 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 47,479 | 631,953 | SH | SOLE | 526,373 | 0 | 105,580 | ||
MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 9,431 | 62,674 | SH | SOLE | 58,251 | 0 | 4,423 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 64,870 | 565,558 | SH | SOLE | 439,788 | 0 | 125,770 | ||
MARTEN TRANS LTD | COM | 573075108 | 2,403 | 147,249 | SH | SOLE | 147,249 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 68,586 | 290,543 | SH | SOLE | 248,228 | 0 | 42,315 | ||
MAXLINEAR INC | COM | 57776J100 | 16,202 | 697,179 | SH | SOLE | 540,987 | 0 | 156,192 | ||
MERCK & CO. INC | COM | 58933Y105 | 6,180 | 74,499 | SH | SOLE | 52,088 | 0 | 22,411 | ||
MERITOR INC | COM | 59001K100 | 24,263 | 1,158,710 | SH | SOLE | 895,910 | 0 | 262,800 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 135,068 | 139,858 | SH | SOLE | 117,723 | 0 | 22,135 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 70,011 | 681,307 | SH | SOLE | 562,357 | 0 | 118,950 | ||
MICROSOFT CORP | COM | 594918104 | 451,656 | 2,147,370 | SH | SOLE | 1,696,755 | 0 | 450,615 | ||
MIMECAST LTD | ORD SHS | G14838109 | 33,311 | 709,943 | SH | SOLE | 663,143 | 0 | 46,800 | ||
MKS INSTRS INC | COM | 55306N104 | 31,785 | 290,996 | SH | SOLE | 224,586 | 0 | 66,410 | ||
MONGODB INC | CL A | 60937P106 | 46,372 | 200,302 | SH | SOLE | 166,112 | 0 | 34,190 | ||
MSA SAFETY INC | COM | 553498106 | 21,610 | 161,066 | SH | SOLE | 149,546 | 0 | 11,520 | ||
MSCI INC | COM | 55354G100 | 55,605 | 155,851 | SH | SOLE | 132,446 | 0 | 23,405 | ||
MYOKARDIA INC | COM | 62857M105 | 32,445 | 237,991 | SH | SOLE | 220,851 | 0 | 17,140 | ||
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 540 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 39,199 | 1,025,075 | SH | SOLE | 951,784 | 0 | 73,291 | ||
NCR CORP NEW | COM | 62886E108 | 51,869 | 2,342,771 | SH | SOLE | 2,032,340 | 0 | 310,431 | ||
NETFLIX INC | COM | 64110L106 | 90,302 | 180,593 | SH | SOLE | 130,018 | 0 | 50,575 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 38,873 | 404,251 | SH | SOLE | 312,211 | 0 | 92,040 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 24,474 | 272,148 | SH | SOLE | 216,190 | 0 | 55,958 | ||
NICE LTD | SPONSORED ADR | 653656108 | 103,906 | 457,674 | SH | SOLE | 399,694 | 0 | 57,980 | ||
NIKE INC | CL B | 654106103 | 169,616 | 1,351,089 | SH | SOLE | 1,086,678 | 0 | 264,411 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 45,427 | 1,368,696 | SH | SOLE | 1,270,346 | 0 | 98,350 | ||
NUTANIX INC | CL A | 67059N108 | 331 | 14,939 | SH | SOLE | 2,323 | 0 | 12,616 | ||
NVIDIA CORPORATION | COM | 67066G104 | 47,663 | 88,065 | SH | SOLE | 63,440 | 0 | 24,625 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 49,137 | 393,692 | SH | SOLE | 325,990 | 0 | 67,702 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 57,420 | 317,377 | SH | SOLE | 272,237 | 0 | 45,140 | ||
OPEN LENDING CORP | COM CL A | 68373J104 | 28,799 | 1,129,387 | SH | SOLE | 871,902 | 0 | 257,485 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 118,314 | 256,602 | SH | SOLE | 219,482 | 0 | 37,120 | ||
PACIRA BIOSCIENCES | COM | 695127100 | 54,876 | 912,775 | SH | SOLE | 850,105 | 0 | 62,670 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 49,328 | 473,212 | SH | SOLE | 440,201 | 0 | 33,011 | ||
PAYLOCITY HLDG CORP | COM | 70438V106 | 19,628 | 121,595 | SH | SOLE | 114,215 | 0 | 7,380 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 198,404 | 1,006,974 | SH | SOLE | 798,637 | 0 | 208,337 | ||
PEPSICO INC | COM | 713448108 | 5,669 | 40,900 | SH | SOLE | 26,520 | 0 | 14,380 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 4,717 | 36,785 | SH | SOLE | 23,440 | 0 | 13,345 | ||
PRIMERICA INC | COM | 74164M108 | 31,160 | 275,412 | SH | SOLE | 255,621 | 0 | 19,791 | ||
PROOFPOINT INC | COM | 743424103 | 40,256 | 381,391 | SH | SOLE | 363,534 | 0 | 17,857 | ||
QUALCOMM INC | COM | 747525103 | 139,554 | 1,185,878 | SH | SOLE | 968,933 | 0 | 216,945 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 112,757 | 984,866 | SH | SOLE | 768,126 | 0 | 216,740 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | 1,945 | 26,730 | SH | SOLE | 26,730 | 0 | 0 | ||
REALPAGE INC | COM | 75606N109 | 41,879 | 726,553 | SH | SOLE | 569,023 | 0 | 157,530 | ||
REPAY HLDGS CORP | COM CL A | 76029L100 | 27,360 | 1,164,269 | SH | SOLE | 1,081,449 | 0 | 82,820 | ||
REPLIGEN CORP | COM | 759916109 | 12,689 | 86,003 | SH | SOLE | 79,743 | 0 | 6,260 | ||
REXFORD INDL RLTY INC | COM | 76169C100 | 32,604 | 712,509 | SH | SOLE | 660,257 | 0 | 52,252 | ||
RINGCENTRAL INC | CL A | 76680R206 | 34,027 | 123,911 | SH | SOLE | 101,911 | 0 | 22,000 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 34,256 | 1,498,493 | SH | SOLE | 1,268,381 | 0 | 230,112 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 96,664 | 438,027 | SH | SOLE | 380,732 | 0 | 57,295 | ||
ROSS STORES INC | COM | 778296103 | 62,890 | 673,918 | SH | SOLE | 556,098 | 0 | 117,820 | ||
RPM INTL INC | COM | 749685103 | 59,471 | 717,902 | SH | SOLE | 594,392 | 0 | 123,510 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 2,626 | 51,967 | SH | SOLE | 51,967 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 121,626 | 337,287 | SH | SOLE | 276,280 | 0 | 61,007 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 33,951 | 555,473 | SH | SOLE | 428,853 | 0 | 126,620 | ||
SAIA INC | COM | 78709Y105 | 31,739 | 251,619 | SH | SOLE | 234,009 | 0 | 17,610 | ||
SALESFORCE COM INC | COM | 79466L302 | 267,324 | 1,063,679 | SH | SOLE | 839,500 | 0 | 224,179 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 48,049 | 342,155 | SH | SOLE | 261,948 | 0 | 80,207 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 82,465 | 258,933 | SH | SOLE | 214,392 | 0 | 44,541 | ||
SCIENCE APPLICATIONS INTL CO | COM | 808625107 | 69,248 | 883,035 | SH | SOLE | 732,875 | 0 | 150,160 | ||
SEATTLE GENETICS INC | COM | 812578102 | 76,714 | 392,016 | SH | SOLE | 336,916 | 0 | 55,100 | ||
SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 56,927 | 1,319,583 | SH | SOLE | 1,116,733 | 0 | 202,850 | ||
SERVICENOW INC | COM | 81762P102 | 242,749 | 500,514 | SH | SOLE | 402,253 | 0 | 98,261 | ||
SHIFT4 PMTS INC | CL A | 82452J109 | 20,448 | 422,839 | SH | SOLE | 392,559 | 0 | 30,280 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 493 | 5,940 | SH | SOLE | 5,940 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 24,331 | 644,026 | SH | SOLE | 598,236 | 0 | 45,790 | ||
SITIME CORP | COM | 82982T106 | 25,918 | 308,443 | SH | SOLE | 286,633 | 0 | 21,810 | ||
SKYLINE CHAMPION CORPORATION | COM | 830830105 | 18,054 | 674,411 | SH | SOLE | 626,532 | 0 | 47,879 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 28,785 | 582,457 | SH | SOLE | 449,567 | 0 | 132,890 | ||
SPLUNK INC | COM | 848637104 | 187,231 | 995,222 | SH | SOLE | 803,846 | 0 | 191,376 | ||
SQUARE INC | CL A | 852234103 | 48,600 | 298,983 | SH | SOLE | 245,183 | 0 | 53,800 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 59,687 | 986,231 | SH | SOLE | 815,286 | 0 | 170,945 | ||
STARBUCKS CORP | COM | 855244109 | 7,561 | 87,996 | SH | SOLE | 51,061 | 0 | 36,935 | ||
STERIS PLC | SHS USD | G8473T100 | 119,843 | 680,194 | SH | SOLE | 556,039 | 0 | 124,155 | ||
STORE CAP CORP | COM | 862121100 | 34,231 | 1,247,937 | SH | SOLE | 1,155,607 | 0 | 92,330 | ||
STRATEGIC ED INC | COM | 86272C103 | 1,121 | 12,260 | SH | SOLE | 12,260 | 0 | 0 | ||
SUN CMNTYS INC | COM | 866674104 | 84,514 | 601,051 | SH | SOLE | 505,924 | 0 | 95,127 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 457 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 28,326 | 249,570 | SH | SOLE | 232,420 | 0 | 17,150 | ||
TARGET CORP | COM | 87612E106 | 93,039 | 591,027 | SH | SOLE | 424,597 | 0 | 166,430 | ||
TELADOC HEALTH INC | COM | 87918A105 | 3,902 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 100,984 | 325,534 | SH | SOLE | 262,484 | 0 | 63,050 | ||
TERRENO RLTY CORP | COM | 88146M101 | 484 | 8,840 | SH | SOLE | 8,840 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 37,917 | 623,739 | SH | SOLE | 578,919 | 0 | 44,820 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 187,860 | 425,484 | SH | SOLE | 337,907 | 0 | 87,577 | ||
TIMKEN CO | COM | 887389104 | 55,758 | 1,028,357 | SH | SOLE | 929,317 | 0 | 99,040 | ||
T-MOBILE US INC | COM | 872590104 | 108,773 | 951,142 | SH | SOLE | 769,392 | 0 | 181,750 | ||
TOPBUILD CORP | COM | 89055F103 | 147,487 | 864,066 | SH | SOLE | 749,256 | 0 | 114,810 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 61,845 | 1,066,298 | SH | SOLE | 882,728 | 0 | 183,570 | ||
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 163,905 | 1,351,792 | SH | SOLE | 1,032,893 | 0 | 318,899 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 178,683 | 376,080 | SH | SOLE | 301,800 | 0 | 74,280 | ||
TRANSUNION | COM | 89400J107 | 80,244 | 953,809 | SH | SOLE | 769,375 | 0 | 184,434 | ||
TREX CO INC | COM | 89531P105 | 127,152 | 1,775,869 | SH | SOLE | 1,523,419 | 0 | 252,450 | ||
TURNING POINT THERAPEUTICS I | COM | 90041T108 | 26,437 | 302,619 | SH | SOLE | 281,089 | 0 | 21,530 | ||
TWILIO INC | CL A | 90138F102 | 85,842 | 347,413 | SH | SOLE | 288,753 | 0 | 58,660 | ||
ULTA BEAUTY INC | COM | 90384S303 | 57,439 | 256,445 | SH | SOLE | 212,322 | 0 | 44,123 | ||
UNIFIRST CORP MASS | COM | 904708104 | 31,483 | 166,251 | SH | SOLE | 154,456 | 0 | 11,795 | ||
UNION PAC CORP | COM | 907818108 | 126,646 | 643,297 | SH | SOLE | 495,662 | 0 | 147,635 | ||
VAIL RESORTS INC | COM | 91879Q109 | 2,598 | 12,140 | SH | SOLE | 12,140 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 162,314 | 596,479 | SH | SOLE | 483,695 | 0 | 112,784 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 40,630 | 3,463,778 | SH | SOLE | 2,944,784 | 0 | 518,994 | ||
VISA INC | COM CL A | 92826C839 | 218,730 | 1,093,815 | SH | SOLE | 871,191 | 0 | 222,624 | ||
WALMART INC | COM | 931142103 | 8,604 | 61,500 | SH | SOLE | 39,550 | 0 | 21,950 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 27,730 | 267,153 | SH | SOLE | 227,393 | 0 | 39,760 | ||
WEX INC | COM | 96208T104 | 60,849 | 437,854 | SH | SOLE | 364,029 | 0 | 73,825 | ||
WNS HLDGS LTD | SPON ADR | 92932M101 | 28,072 | 438,894 | SH | SOLE | 407,823 | 0 | 31,071 | ||
WOODWARD INC | COM | 980745103 | 483 | 6,020 | SH | SOLE | 6,020 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 96,781 | 449,872 | SH | SOLE | 353,102 | 0 | 96,770 | ||
ZENDESK INC | COM | 98936J101 | 253,604 | 2,464,088 | SH | SOLE | 2,055,427 | 0 | 408,661 | ||
ZYNGA INC | CL A | 98986T108 | 69,881 | 7,662,437 | SH | SOLE | 6,641,127 | 0 | 1,021,310 |