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 | 25,864 | 646,442 | SH | SOLE | 598,532 | 0 | 47,910 | ||
ABBOTT LABS | COM | 002824100 | 13,407 | 122,451 | SH | SOLE | 73,388 | 0 | 49,063 | ||
ABBVIE INC | COM | 00287Y109 | 148,791 | 1,388,619 | SH | SOLE | 1,130,723 | 0 | 257,896 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 110,733 | 865,507 | SH | SOLE | 739,007 | 0 | 126,500 | ||
ACI WORLDWIDE INC | COM | 004498101 | 21,864 | 568,940 | SH | SOLE | 526,770 | 0 | 42,170 | ||
ADTRAN INC | COM | 00738A106 | 10,324 | 698,986 | SH | SOLE | 646,977 | 0 | 52,009 | ||
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 159,210 | 1,904,882 | SH | SOLE | 1,638,825 | 0 | 266,057 | ||
ADVANCED ENERGY INDS | COM | 007973100 | 44,051 | 454,272 | SH | SOLE | 420,617 | 0 | 33,655 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 6,728 | 37,750 | SH | SOLE | 24,250 | 0 | 13,500 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 441 | 1,893 | SH | SOLE | 1,893 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 374,304 | 213,566 | SH | SOLE | 181,564 | 0 | 32,002 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 8,672 | 4,950 | SH | SOLE | 3,408 | 0 | 1,542 | ||
ALTERYX INC | COM CL A | 02156B103 | 38,006 | 312,060 | SH | SOLE | 242,220 | 0 | 69,840 | ||
AMAZON COM INC | COM | 023135106 | 543,842 | 166,980 | SH | SOLE | 143,847 | 0 | 23,133 | ||
AMEDISYS INC | COM | 023436108 | 54,284 | 185,060 | SH | SOLE | 170,925 | 0 | 14,135 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 4,291 | 19,115 | SH | SOLE | 13,240 | 0 | 5,875 | ||
AMETEK INC | COM | 031100100 | 180,836 | 1,495,250 | SH | SOLE | 1,235,084 | 0 | 260,166 | ||
ANAPLAN INC | COM | 03272L108 | 46,914 | 652,941 | SH | SOLE | 506,831 | 0 | 146,110 | ||
APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 4,864 | 99,310 | SH | SOLE | 64,440 | 0 | 34,870 | ||
APPLE INC | COM | 037833100 | 599,746 | 4,519,907 | SH | SOLE | 3,835,844 | 0 | 684,063 | ||
APPLIED MATLS INC | COM | 038222105 | 151,353 | 1,753,803 | SH | SOLE | 1,447,756 | 0 | 306,047 | ||
ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 288,510 | 1,729,881 | SH | SOLE | 1,530,996 | 0 | 198,885 | ||
ASSURANT INC | COM | 04621X108 | 35,879 | 263,391 | SH | SOLE | 204,511 | 0 | 58,880 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 1,116 | 4,770 | SH | SOLE | 4,770 | 0 | 0 | ||
AVALARA INC | COM | 05338G106 | 38,033 | 230,655 | SH | SOLE | 179,018 | 0 | 51,637 | ||
AVERY DENNISON CORP | COM | 053611109 | 13,561 | 87,430 | SH | SOLE | 65,410 | 0 | 22,020 | ||
AZEK CO INC | CL A | 05478C105 | 63,339 | 1,647,300 | SH | SOLE | 1,313,812 | 0 | 333,488 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 42,533 | 756,948 | SH | SOLE | 704,278 | 0 | 52,670 | ||
BEST BUY INC | COM | 086516101 | 4,004 | 40,125 | SH | SOLE | 26,030 | 0 | 14,095 | ||
BIO RAD LABS INC | CL A | 090572207 | 240,207 | 412,062 | SH | SOLE | 351,212 | 0 | 60,850 | ||
BIOGEN INC | COM | 09062X103 | 444 | 1,813 | SH | SOLE | 226 | 0 | 1,587 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 74,701 | 851,872 | SH | SOLE | 699,552 | 0 | 152,320 | ||
BLACK DIAMOND THERAPEUTICS I | COM | 09203E105 | 10,525 | 328,405 | SH | SOLE | 303,845 | 0 | 24,560 | ||
BLACK KNIGHT INC | COM | 09215C105 | 57,701 | 653,093 | SH | SOLE | 509,563 | 0 | 143,530 | ||
BLACKLINE INC | COM | 09239B109 | 29,475 | 220,983 | SH | SOLE | 204,383 | 0 | 16,600 | ||
BLACKROCK INC | COM | 09247X101 | 5,581 | 7,735 | SH | SOLE | 4,930 | 0 | 2,805 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 97,354 | 868,067 | SH | SOLE | 748,877 | 0 | 119,190 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 124,557 | 3,464,728 | SH | SOLE | 2,951,542 | 0 | 513,186 | ||
BOTTOMLINE TECH DEL INC | COM | 101388106 | 48,992 | 928,927 | SH | SOLE | 859,915 | 0 | 69,012 | ||
BRIDGEBIO PHARMA INC | COM | 10806X102 | 24,667 | 346,880 | SH | SOLE | 320,830 | 0 | 26,050 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 6,478 | 37,450 | SH | SOLE | 37,450 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 114,457 | 1,845,192 | SH | SOLE | 1,566,722 | 0 | 278,470 | ||
BROADCOM INC | COM | 11135F101 | 151,975 | 347,094 | SH | SOLE | 285,980 | 0 | 61,114 | ||
BRP GROUP INC | COM CL A | 05589G102 | 20,592 | 687,093 | SH | SOLE | 635,749 | 0 | 51,344 | ||
BRP INC | COM SUN VTG | 05577W200 | 80,422 | 1,218,882 | SH | SOLE | 1,057,152 | 0 | 161,730 | ||
BURLINGTON STORES INC | COM | 122017106 | 36,889 | 141,039 | SH | SOLE | 109,389 | 0 | 31,650 | ||
CASEYS GEN STORES INC | COM | 147528103 | 488 | 2,730 | SH | SOLE | 2,730 | 0 | 0 | ||
CATALENT INC | COM | 148806102 | 61,850 | 594,314 | SH | SOLE | 458,074 | 0 | 136,240 | ||
CATERPILLAR INC | COM | 149123101 | 68,404 | 375,807 | SH | SOLE | 294,817 | 0 | 80,990 | ||
CELANESE CORP DEL | COM | 150870103 | 53,881 | 414,661 | SH | SOLE | 333,936 | 0 | 80,725 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 39,396 | 369,710 | SH | SOLE | 287,158 | 0 | 82,552 | ||
CHANGE HEALTHCARE INC | COM | 15912K100 | 19,170 | 1,027,856 | SH | SOLE | 951,036 | 0 | 76,820 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 73,365 | 293,626 | SH | SOLE | 228,016 | 0 | 65,610 | ||
CHEESECAKE FACTORY INC | COM | 163072101 | 28,667 | 773,533 | SH | SOLE | 715,355 | 0 | 58,178 | ||
CHEGG INC | COM | 163092109 | 19,053 | 210,923 | SH | SOLE | 163,903 | 0 | 47,020 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 93,351 | 67,318 | SH | SOLE | 55,365 | 0 | 11,953 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 45,018 | 231,108 | SH | SOLE | 213,528 | 0 | 17,580 | ||
CIRRUS LOGIC INC | COM | 172755100 | 29,783 | 362,321 | SH | SOLE | 282,411 | 0 | 79,910 | ||
CITIGROUP INC | COM NEW | 172967424 | 6,010 | 97,465 | SH | SOLE | 64,470 | 0 | 32,995 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 62,265 | 759,790 | SH | SOLE | 608,500 | 0 | 151,290 | ||
COMCAST CORP NEW | CL A | 20030N101 | 7,913 | 151,018 | SH | SOLE | 87,714 | 0 | 63,304 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 2,939 | 13,418 | SH | SOLE | 12,184 | 0 | 1,234 | ||
COOPER COS INC | COM NEW | 216648402 | 95,927 | 264,028 | SH | SOLE | 224,434 | 0 | 39,594 | ||
COSTAR GROUP INC | COM | 22160N109 | 71,956 | 77,851 | SH | SOLE | 65,254 | 0 | 12,597 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 1,325 | 3,517 | SH | SOLE | 435 | 0 | 3,082 | ||
CSX CORP | COM | 126408103 | 865 | 9,530 | SH | SOLE | 9,530 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 486 | 2,140 | SH | SOLE | 2,140 | 0 | 0 | ||
CUTERA INC | COM | 232109108 | 1,029 | 42,680 | SH | SOLE | 42,680 | 0 | 0 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 27,469 | 169,994 | SH | SOLE | 156,874 | 0 | 13,120 | ||
D R HORTON INC | COM | 23331A109 | 39,170 | 568,338 | SH | SOLE | 455,178 | 0 | 113,160 | ||
DANAHER CORPORATION | COM | 235851102 | 7,167 | 32,263 | SH | SOLE | 29,663 | 0 | 2,600 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 166,736 | 1,399,729 | SH | SOLE | 1,199,679 | 0 | 200,050 | ||
DEXCOM INC | COM | 252131107 | 61,375 | 166,004 | SH | SOLE | 136,324 | 0 | 29,680 | ||
DISNEY WALT CO | COM | 254687106 | 1,619 | 8,936 | SH | SOLE | 1,109 | 0 | 7,827 | ||
EIDOS THERAPEUTICS INC | COM | 28249H104 | 12,292 | 93,422 | SH | SOLE | 86,472 | 0 | 6,950 | ||
ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | 49,618 | 2,340,469 | SH | SOLE | 1,822,048 | 0 | 518,421 | ||
ESSEX PPTY TR INC | COM | 297178105 | 111,922 | 471,409 | SH | SOLE | 380,863 | 0 | 90,546 | ||
ETSY INC | COM | 29786A106 | 107,004 | 601,451 | SH | SOLE | 475,801 | 0 | 125,650 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 44,503 | 336,126 | SH | SOLE | 276,306 | 0 | 59,820 | ||
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 35,632 | 2,405,919 | SH | SOLE | 1,868,189 | 0 | 537,730 | ||
F5 NETWORKS INC | COM | 315616102 | 80,564 | 457,907 | SH | SOLE | 384,617 | 0 | 73,290 | ||
FACEBOOK INC | CL A | 30303M102 | 299,948 | 1,098,068 | SH | SOLE | 942,471 | 0 | 155,597 | ||
FAIR ISAAC CORP | COM | 303250104 | 7,508 | 14,691 | SH | SOLE | 13,451 | 0 | 1,240 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 14,516 | 159,639 | SH | SOLE | 148,009 | 0 | 11,630 | ||
FIBROGEN INC | COM | 31572Q808 | 21,937 | 591,464 | SH | SOLE | 547,264 | 0 | 44,200 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 144,566 | 1,021,956 | SH | SOLE | 861,394 | 0 | 160,562 | ||
FIRST REP BK SAN FRANCISCO C | COM | 33616C100 | 36,201 | 246,383 | SH | SOLE | 191,333 | 0 | 55,050 | ||
FIVE BELOW INC | COM | 33829M101 | 96,420 | 551,036 | SH | SOLE | 462,506 | 0 | 88,530 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 84,973 | 311,451 | SH | SOLE | 255,722 | 0 | 55,729 | ||
FMC CORP | COM NEW | 302491303 | 46,430 | 403,984 | SH | SOLE | 307,083 | 0 | 96,901 | ||
FORTINET INC | COM | 34959E109 | 157,962 | 1,063,502 | SH | SOLE | 860,292 | 0 | 203,210 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 102,815 | 831,100 | SH | SOLE | 660,925 | 0 | 170,175 | ||
GARTNER INC | COM | 366651107 | 2,302 | 14,370 | SH | SOLE | 14,370 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 192,864 | 895,295 | SH | SOLE | 786,887 | 0 | 108,408 | ||
HAEMONETICS CORP | COM | 405024100 | 63,251 | 532,642 | SH | SOLE | 492,707 | 0 | 39,935 | ||
HAMILTON LANE INC | CL A | 407497106 | 20,587 | 263,771 | SH | SOLE | 244,311 | 0 | 19,460 | ||
HEICO CORP NEW | CL A | 422806208 | 38,333 | 327,464 | SH | SOLE | 258,804 | 0 | 68,660 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 6,630 | 40,929 | SH | SOLE | 26,332 | 0 | 14,597 | ||
HEXCEL CORP NEW | COM | 428291108 | 33,817 | 697,395 | SH | SOLE | 645,797 | 0 | 51,598 | ||
HOME DEPOT INC | COM | 437076102 | 177,844 | 669,542 | SH | SOLE | 567,144 | 0 | 102,398 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 58,973 | 806,188 | SH | SOLE | 627,991 | 0 | 178,197 | ||
HOWARD HUGHES CORP | COM | 44267D107 | 28,797 | 364,842 | SH | SOLE | 338,392 | 0 | 26,450 | ||
HUBSPOT INC | COM | 443573100 | 137,020 | 345,625 | SH | SOLE | 274,605 | 0 | 71,020 | ||
HUMANA INC | COM | 444859102 | 134,411 | 327,615 | SH | SOLE | 266,310 | 0 | 61,305 | ||
ICON PLC | SHS | G4705A100 | 161,240 | 826,956 | SH | SOLE | 718,287 | 0 | 108,669 | ||
IDEX CORP | COM | 45167R104 | 97,298 | 488,445 | SH | SOLE | 386,672 | 0 | 101,773 | ||
IDEXX LABS INC | COM | 45168D104 | 119,691 | 239,444 | SH | SOLE | 197,609 | 0 | 41,835 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 33,082 | 162,263 | SH | SOLE | 146,813 | 0 | 15,450 | ||
INNOVIVA INC | COM | 45781M101 | 10,383 | 838,051 | SH | SOLE | 780,841 | 0 | 57,210 | ||
INSMED INC | COM PAR $.01 | 457669307 | 42,567 | 1,278,676 | SH | SOLE | 1,183,756 | 0 | 94,920 | ||
INSULET CORP | COM | 45784P101 | 108,871 | 425,894 | SH | SOLE | 337,462 | 0 | 88,432 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 1,492 | 22,980 | SH | SOLE | 22,980 | 0 | 0 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 96,679 | 8,488,042 | SH | SOLE | 7,660,852 | 0 | 827,190 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | 540 | 21,990 | SH | SOLE | 21,990 | 0 | 0 | ||
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 30,539 | 106,520 | SH | SOLE | 106,520 | 0 | 0 | ||
ITT INC | COM | 45073V108 | 54,284 | 704,805 | SH | SOLE | 670,987 | 0 | 33,818 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,078 | 6,850 | SH | SOLE | 6,850 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 801 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
KADANT INC | COM | 48282T104 | 527 | 3,740 | SH | SOLE | 3,740 | 0 | 0 | ||
KINSALE CAP GROUP INC | COM | 49714P108 | 23,202 | 115,936 | SH | SOLE | 90,429 | 0 | 25,507 | ||
KULICKE & SOFFA INDS INC | COM | 501242101 | 28,553 | 897,618 | SH | SOLE | 830,610 | 0 | 67,008 | ||
LAM RESEARCH CORP | COM | 512807108 | 6,026 | 12,760 | SH | SOLE | 8,270 | 0 | 4,490 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 43,466 | 522,300 | SH | SOLE | 404,950 | 0 | 117,350 | ||
LIGHTSPEED POS INC | SUB VTG SHS | 53227R106 | 48,363 | 687,066 | SH | SOLE | 591,377 | 0 | 95,689 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 79,200 | 681,293 | SH | SOLE | 578,383 | 0 | 102,910 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 121,204 | 1,162,967 | SH | SOLE | 1,051,678 | 0 | 111,289 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 4,326 | 12,431 | SH | SOLE | 10,641 | 0 | 1,790 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 62,367 | 657,883 | SH | SOLE | 555,383 | 0 | 102,500 | ||
MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 16,655 | 90,469 | SH | SOLE | 83,756 | 0 | 6,713 | ||
MARTEN TRANS LTD | COM | 573075108 | 2,537 | 147,249 | SH | SOLE | 147,249 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 63,725 | 237,443 | SH | SOLE | 195,003 | 0 | 42,440 | ||
MAXLINEAR INC | COM | 57776J100 | 38,329 | 1,003,631 | SH | SOLE | 782,164 | 0 | 221,467 | ||
MERCK & CO. INC | COM | 58933Y105 | 856 | 10,469 | SH | SOLE | 10,468 | 0 | 1 | ||
MERITOR INC | COM | 59001K100 | 31,806 | 1,139,580 | SH | SOLE | 885,070 | 0 | 254,510 | ||
MERSANA THERAPEUTICS INC | COM | 59045L106 | 12,304 | 462,378 | SH | SOLE | 426,700 | 0 | 35,678 | ||
METROPOLITAN BK HLDG CORP | COM | 591774104 | 461 | 12,700 | SH | SOLE | 12,700 | 0 | 0 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 120,974 | 106,147 | SH | SOLE | 91,148 | 0 | 14,999 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 78,982 | 571,880 | SH | SOLE | 469,570 | 0 | 102,310 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 53,973 | 717,918 | SH | SOLE | 571,728 | 0 | 146,190 | ||
MICROSOFT CORP | COM | 594918104 | 434,884 | 1,955,237 | SH | SOLE | 1,656,152 | 0 | 299,085 | ||
MIMECAST LTD | ORD SHS | G14838109 | 38,802 | 682,658 | SH | SOLE | 635,838 | 0 | 46,820 | ||
MKS INSTRS INC | COM | 55306N104 | 49,457 | 328,725 | SH | SOLE | 255,275 | 0 | 73,450 | ||
MONGODB INC | CL A | 60937P106 | 68,219 | 190,005 | SH | SOLE | 155,975 | 0 | 34,030 | ||
MORGAN STANLEY | COM NEW | 617446448 | 105,913 | 1,545,505 | SH | SOLE | 1,353,210 | 0 | 192,295 | ||
MSA SAFETY INC | COM | 553498106 | 23,055 | 154,326 | SH | SOLE | 142,786 | 0 | 11,540 | ||
MSCI INC | COM | 55354G100 | 77,615 | 173,817 | SH | SOLE | 146,047 | 0 | 27,770 | ||
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 594 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 115,880 | 2,558,631 | SH | SOLE | 2,232,438 | 0 | 326,193 | ||
NCR CORP NEW | COM | 62886E108 | 99,492 | 2,648,189 | SH | SOLE | 2,297,839 | 0 | 350,350 | ||
NETFLIX INC | COM | 64110L106 | 85,377 | 157,892 | SH | SOLE | 125,680 | 0 | 32,212 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 44,483 | 464,086 | SH | SOLE | 360,526 | 0 | 103,560 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 2,791 | 25,560 | SH | SOLE | 25,560 | 0 | 0 | ||
NICE LTD | SPONSORED ADR | 653656108 | 123,302 | 434,868 | SH | SOLE | 380,558 | 0 | 54,310 | ||
NIKE INC | CL B | 654106103 | 174,508 | 1,233,534 | SH | SOLE | 1,062,503 | 0 | 171,031 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 57,927 | 1,313,826 | SH | SOLE | 1,215,366 | 0 | 98,460 | ||
NUTANIX INC | CL A | 67059N108 | 52,143 | 1,636,106 | SH | SOLE | 1,339,849 | 0 | 296,257 | ||
NVIDIA CORPORATION | COM | 67066G104 | 92,700 | 177,519 | SH | SOLE | 155,444 | 0 | 22,075 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 59,073 | 371,504 | SH | SOLE | 321,079 | 0 | 50,425 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 51,894 | 265,879 | SH | SOLE | 233,029 | 0 | 32,850 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 49,521 | 1,513,001 | SH | SOLE | 1,179,231 | 0 | 333,770 | ||
OPEN LENDING CORP | COM CL A | 68373J104 | 30,360 | 868,409 | SH | SOLE | 673,523 | 0 | 194,886 | ||
ORBCOMM INC | COM | 68555P100 | 11,194 | 1,508,604 | SH | SOLE | 1,396,987 | 0 | 111,617 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 90,367 | 199,675 | SH | SOLE | 163,965 | 0 | 35,710 | ||
PACIRA BIOSCIENCES INC | COM | 695127100 | 55,471 | 926,988 | SH | SOLE | 860,308 | 0 | 66,680 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 512 | 9,010 | SH | SOLE | 9,010 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 40,572 | 114,162 | SH | SOLE | 94,312 | 0 | 19,850 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 36,842 | 414,702 | SH | SOLE | 384,667 | 0 | 30,035 | ||
PAYA HOLDINGS INC | COM CL A | 70434P103 | 11,065 | 814,803 | SH | SOLE | 650,603 | 0 | 164,200 | ||
PAYLOCITY HLDG CORP | COM | 70438V106 | 3,879 | 18,840 | SH | SOLE | 18,840 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 188,905 | 806,596 | SH | SOLE | 670,678 | 0 | 135,918 | ||
PEPSICO INC | COM | 713448108 | 6,065 | 40,900 | SH | SOLE | 26,520 | 0 | 14,380 | ||
PG&E CORP | COM | 69331C108 | 326 | 26,200 | SH | SOLE | 26,200 | 0 | 0 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 5,569 | 36,785 | SH | SOLE | 23,440 | 0 | 13,345 | ||
PRIMERICA INC | COM | 74164M108 | 35,306 | 263,612 | SH | SOLE | 243,781 | 0 | 19,831 | ||
PROOFPOINT INC | COM | 743424103 | 2,499 | 18,320 | SH | SOLE | 18,320 | 0 | 0 | ||
PS BUSINESS PKS INC CALIF | COM | 69360J107 | 26,939 | 202,745 | SH | SOLE | 187,305 | 0 | 15,440 | ||
QUALCOMM INC | COM | 747525103 | 136,429 | 895,559 | SH | SOLE | 774,379 | 0 | 121,180 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 122,303 | 1,026,288 | SH | SOLE | 803,498 | 0 | 222,790 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | 2,557 | 26,730 | SH | SOLE | 26,730 | 0 | 0 | ||
REALPAGE INC | COM | 75606N109 | 62,425 | 715,553 | SH | SOLE | 562,993 | 0 | 152,560 | ||
REPAY HLDGS CORP | COM CL A | 76029L100 | 28,609 | 1,049,859 | SH | SOLE | 971,949 | 0 | 77,910 | ||
REPLIGEN CORP | COM | 759916109 | 15,836 | 82,638 | SH | SOLE | 76,368 | 0 | 6,270 | ||
REVOLVE GROUP INC | CL A | 76156B107 | 33,237 | 1,066,316 | SH | SOLE | 831,650 | 0 | 234,666 | ||
RINGCENTRAL INC | CL A | 76680R206 | 78,883 | 208,152 | SH | SOLE | 178,137 | 0 | 30,015 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 87,469 | 1,594,981 | SH | SOLE | 1,348,027 | 0 | 246,954 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 120,516 | 480,509 | SH | SOLE | 425,084 | 0 | 55,425 | ||
ROKU INC | COM CL A | 77543R102 | 61,598 | 185,524 | SH | SOLE | 152,084 | 0 | 33,440 | ||
ROSS STORES INC | COM | 778296103 | 78,511 | 639,285 | SH | SOLE | 524,915 | 0 | 114,370 | ||
RPM INTL INC | COM | 749685103 | 60,838 | 670,173 | SH | SOLE | 550,273 | 0 | 119,900 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 3,229 | 77,950 | SH | SOLE | 77,950 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 61,980 | 188,543 | SH | SOLE | 148,051 | 0 | 40,492 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 30,590 | 353,603 | SH | SOLE | 273,913 | 0 | 79,690 | ||
SAIA INC | COM | 78709Y105 | 43,508 | 240,639 | SH | SOLE | 222,969 | 0 | 17,670 | ||
SALESFORCE COM INC | COM | 79466L302 | 217,260 | 976,318 | SH | SOLE | 830,111 | 0 | 146,207 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 47,623 | 279,328 | SH | SOLE | 215,071 | 0 | 64,257 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 3,829 | 13,570 | SH | SOLE | 11,898 | 0 | 1,672 | ||
SCIENCE APPLICATIONS INTL CO | COM | 808625107 | 86,932 | 918,554 | SH | SOLE | 767,727 | 0 | 150,827 | ||
SEAGEN INC | COM | 81181C104 | 94,552 | 539,865 | SH | SOLE | 443,985 | 0 | 95,880 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 61,875 | 1,173,214 | SH | SOLE | 998,944 | 0 | 174,270 | ||
SERVICENOW INC | COM | 81762P102 | 246,209 | 447,303 | SH | SOLE | 382,857 | 0 | 64,446 | ||
SHIFT4 PMTS INC | CL A | 82452J109 | 36,253 | 480,809 | SH | SOLE | 444,709 | 0 | 36,100 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 804 | 5,940 | SH | SOLE | 5,940 | 0 | 0 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 45,604 | 947,119 | SH | SOLE | 876,574 | 0 | 70,545 | ||
SITIME CORP | COM | 82982T106 | 12,762 | 114,014 | SH | SOLE | 105,554 | 0 | 8,460 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 31,995 | 461,760 | SH | SOLE | 358,020 | 0 | 103,740 | ||
SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 53,485 | 1,331,461 | SH | SOLE | 1,253,201 | 0 | 78,260 | ||
SPLUNK INC | COM | 848637104 | 142,328 | 837,767 | SH | SOLE | 698,390 | 0 | 139,377 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 53,926 | 741,244 | SH | SOLE | 608,729 | 0 | 132,515 | ||
STARBUCKS CORP | COM | 855244109 | 6,005 | 56,133 | SH | SOLE | 30,258 | 0 | 25,875 | ||
STERIS PLC | SHS USD | G8473T100 | 117,054 | 617,569 | SH | SOLE | 506,546 | 0 | 111,023 | ||
SUN CMNTYS INC | COM | 866674104 | 72,520 | 477,264 | SH | SOLE | 385,727 | 0 | 91,537 | ||
SYNCHRONY FINANCIAL | COM | 87165B103 | 56,438 | 1,625,976 | SH | SOLE | 1,335,036 | 0 | 290,940 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 36,400 | 380,432 | SH | SOLE | 352,762 | 0 | 27,670 | ||
TARGET CORP | COM | 87612E106 | 60,605 | 343,314 | SH | SOLE | 264,024 | 0 | 79,290 | ||
TELADOC HEALTH INC | COM | 87918A105 | 3,559 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 100,010 | 255,140 | SH | SOLE | 204,140 | 0 | 51,000 | ||
TERRENO RLTY CORP | COM | 88146M101 | 517 | 8,840 | SH | SOLE | 8,840 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 25,044 | 320,421 | SH | SOLE | 296,441 | 0 | 23,980 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 166,376 | 357,198 | SH | SOLE | 304,427 | 0 | 52,771 | ||
TIMKEN CO | COM | 887389104 | 76,731 | 991,872 | SH | SOLE | 892,762 | 0 | 99,110 | ||
T-MOBILE US INC | COM | 872590104 | 1,081 | 8,019 | SH | SOLE | 8,019 | 0 | 0 | ||
TOPBUILD CORP | COM | 89055F103 | 134,962 | 733,168 | SH | SOLE | 628,368 | 0 | 104,800 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 62,204 | 996,056 | SH | SOLE | 817,846 | 0 | 178,210 | ||
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 176,454 | 1,215,586 | SH | SOLE | 985,408 | 0 | 230,178 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 241,415 | 390,103 | SH | SOLE | 329,936 | 0 | 60,167 | ||
TRANSUNION | COM | 89400J107 | 104,254 | 1,050,731 | SH | SOLE | 840,687 | 0 | 210,044 | ||
TREX CO INC | COM | 89531P105 | 147,823 | 1,765,684 | SH | SOLE | 1,519,924 | 0 | 245,760 | ||
TRINSEO S A | SHS | L9340P101 | 4,441 | 86,720 | SH | SOLE | 56,270 | 0 | 30,450 | ||
TURNING POINT THERAPEUTICS I | COM | 90041T108 | 47,639 | 390,967 | SH | SOLE | 361,907 | 0 | 29,060 | ||
TWILIO INC | CL A | 90138F102 | 110,063 | 325,148 | SH | SOLE | 275,863 | 0 | 49,285 | ||
ULTA BEAUTY INC | COM | 90384S303 | 68,749 | 239,410 | SH | SOLE | 196,587 | 0 | 42,823 | ||
UNION PAC CORP | COM | 907818108 | 123,128 | 591,337 | SH | SOLE | 491,312 | 0 | 100,025 | ||
VAIL RESORTS INC | COM | 91879Q109 | 3,387 | 12,140 | SH | SOLE | 12,140 | 0 | 0 | ||
VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 869 | 24,130 | SH | SOLE | 24,130 | 0 | 0 | ||
VENTAS INC | COM | 92276F100 | 218 | 4,442 | SH | SOLE | 4,442 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 154,309 | 652,910 | SH | SOLE | 558,296 | 0 | 94,614 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 24,716 | 1,650,457 | SH | SOLE | 1,528,167 | 0 | 122,290 | ||
VISA INC | COM CL A | 92826C839 | 189,146 | 864,745 | SH | SOLE | 717,473 | 0 | 147,272 | ||
WALMART INC | COM | 931142103 | 8,865 | 61,500 | SH | SOLE | 39,550 | 0 | 21,950 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 25,856 | 252,080 | SH | SOLE | 214,580 | 0 | 37,500 | ||
WEX INC | COM | 96208T104 | 86,467 | 424,838 | SH | SOLE | 353,915 | 0 | 70,923 | ||
WILLIAMS SONOMA INC | COM | 969904101 | 48,687 | 478,076 | SH | SOLE | 392,536 | 0 | 85,540 | ||
WNS HLDGS LTD | SPON ADR | 92932M101 | 24,756 | 343,593 | SH | SOLE | 318,202 | 0 | 25,391 | ||
WORKDAY INC | CL A | 98138H101 | 137,980 | 575,851 | SH | SOLE | 500,498 | 0 | 75,353 | ||
XILINX INC | COM | 983919101 | 77,353 | 545,622 | SH | SOLE | 447,992 | 0 | 97,630 | ||
ZENDESK INC | COM | 98936J101 | 324,025 | 2,264,009 | SH | SOLE | 1,938,021 | 0 | 325,988 | ||
ZYNGA INC | CL A | 98986T108 | 91,551 | 9,275,709 | SH | SOLE | 7,875,079 | 0 | 1,400,630 |