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 |
ABIOMED INC | COM | 003654100 | 736 | 1,799 | SH | SOLE | 1,765 | 0 | 34 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 12,319 | 75,303 | SH | SOLE | 29,975 | 0 | 45,328 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 12,561 | 164,580 | SH | SOLE | 45,363 | 0 | 119,217 | ||
ADOBE SYS INC | COM | 00724F101 | 14,878 | 61,023 | SH | SOLE | 26,396 | 0 | 34,627 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 3,447 | 10,076 | SH | SOLE | 10,076 | 0 | 0 | ||
ALLSTATE CORP | COM | 020002101 | 5,974 | 65,455 | SH | SOLE | 18,655 | 0 | 46,800 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 25,687 | 22,748 | SH | SOLE | 11,712 | 0 | 11,036 | ||
AMAZON COM INC | COM | 023135106 | 25,514 | 15,010 | SH | SOLE | 8,017 | 0 | 6,993 | ||
AMERIS BANCORP | COM | 03076K108 | 23,044 | 431,943 | SH | SOLE | 431,943 | 0 | 0 | ||
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 18,124 | 309,286 | SH | SOLE | 309,105 | 0 | 181 | ||
APPLE INC | COM | 037833100 | 2,097 | 11,331 | SH | SOLE | 11,237 | 0 | 94 | ||
APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 21,954 | 312,964 | SH | SOLE | 312,964 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 8,995 | 98,167 | SH | SOLE | 48,378 | 0 | 49,789 | ||
AT HOME GROUP INC | COM | 04650Y100 | 17,432 | 445,262 | SH | SOLE | 445,262 | 0 | 0 | ||
AVERY DENNISON CORP | COM | 053611109 | 502 | 4,913 | SH | SOLE | 4,816 | 0 | 97 | ||
BAOZUN INC | SPONSORED ADR | 06684L103 | 2,866 | 52,403 | SH | SOLE | 52,403 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 11,919 | 35,526 | SH | SOLE | 16,494 | 0 | 19,032 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 7,948 | 243,046 | SH | SOLE | 109,081 | 0 | 133,965 | ||
BURLINGTON STORES INC | COM | 122017106 | 11,504 | 76,423 | SH | SOLE | 37,765 | 0 | 38,658 | ||
CARBONITE INC | COM | 141337105 | 21,042 | 602,912 | SH | SOLE | 602,912 | 0 | 0 | ||
CELANESE CORP DEL | COM SER A | 150870103 | 2,393 | 21,545 | SH | SOLE | 21,545 | 0 | 0 | ||
CITIZENS FINL GROUP INC | COM | 174610105 | 6,838 | 175,794 | SH | SOLE | 50,541 | 0 | 125,253 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 917 | 11,615 | SH | SOLE | 11,615 | 0 | 0 | ||
CONAGRA BRANDS INC | COM | 205887102 | 7,312 | 204,641 | SH | SOLE | 57,212 | 0 | 147,429 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 10,078 | 46,045 | SH | SOLE | 20,522 | 0 | 25,523 | ||
COOPER COS INC | COM NEW | 216648402 | 2,269 | 9,638 | SH | SOLE | 9,638 | 0 | 0 | ||
COOPER STD HLDGS INC | COM | 21676P103 | 390 | 2,981 | SH | SOLE | 2,981 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 3,018 | 7,315 | SH | SOLE | 7,284 | 0 | 31 | ||
CREDICORP LTD | COM | G2519Y108 | 3,192 | 14,177 | SH | SOLE | 14,177 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 5,252 | 39,492 | SH | SOLE | 10,809 | 0 | 28,683 | ||
D R HORTON INC | COM | 23331A109 | 7,783 | 189,819 | SH | SOLE | 83,914 | 0 | 105,905 | ||
DANAHER CORP DEL | COM | 235851102 | 7,223 | 73,194 | SH | SOLE | 19,126 | 0 | 54,068 | ||
DEERE & CO | COM | 244199105 | 9,761 | 69,823 | SH | SOLE | 30,491 | 0 | 39,332 | ||
DIPLOMAT PHARMACY INC | COM | 25456K101 | 20,039 | 783,983 | SH | SOLE | 783,427 | 0 | 556 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 8,054 | 131,693 | SH | SOLE | 56,530 | 0 | 75,163 | ||
EAGLE BANCORP INC MD | COM | 268948106 | 17,375 | 283,445 | SH | SOLE | 283,445 | 0 | 0 | ||
ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 16,089 | 550,048 | SH | SOLE | 550,048 | 0 | 0 | ||
ENTEGRIS INC | COM | 29362U104 | 11,502 | 339,299 | SH | SOLE | 338,834 | 0 | 465 | ||
ETSY INC | COM | 29786A106 | 19,696 | 466,834 | SH | SOLE | 466,834 | 0 | 0 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 15,322 | 256,266 | SH | SOLE | 256,080 | 0 | 186 | ||
FIRSTCASH INC | COM | 33767D105 | 19,924 | 221,751 | SH | SOLE | 221,538 | 0 | 213 | ||
FIVE9 INC | COM | 338307101 | 18,666 | 539,952 | SH | SOLE | 539,627 | 0 | 325 | ||
GENERAC HLDGS INC | COM | 368736104 | 19,363 | 374,315 | SH | SOLE | 374,315 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 3,602 | 19,322 | SH | SOLE | 5,133 | 0 | 14,189 | ||
GLOBAL PMTS INC | COM | 37940X102 | 9,511 | 85,308 | SH | SOLE | 40,826 | 0 | 44,482 | ||
GLOBANT S A | COM | L44385109 | 2,568 | 45,228 | SH | SOLE | 45,228 | 0 | 0 | ||
GRAND CANYON ED INC | COM | 38526M106 | 14,326 | 128,358 | SH | SOLE | 128,235 | 0 | 123 | ||
GREEN DOT CORP | CL A | 39304D102 | 21,537 | 293,458 | SH | SOLE | 293,211 | 0 | 247 | ||
GRUBHUB INC | COM | 400110102 | 15,050 | 143,461 | SH | SOLE | 143,358 | 0 | 103 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 5,330 | 51,953 | SH | SOLE | 14,903 | 0 | 37,050 | ||
HEALTHEQUITY INC | COM | 42226A107 | 12,188 | 162,285 | SH | SOLE | 162,179 | 0 | 106 | ||
HOME DEPOT INC | COM | 437076102 | 7,635 | 39,133 | SH | SOLE | 11,235 | 0 | 27,898 | ||
HORIZON PHARMA PLC | SHS | G4617B105 | 21,779 | 1,315,149 | SH | SOLE | 1,315,149 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 20,848 | 166,252 | SH | SOLE | 166,083 | 0 | 169 | ||
ICON PLC | SHS | G4705A100 | 16,964 | 127,998 | SH | SOLE | 89,380 | 0 | 38,618 | ||
ICU MED INC | COM | 44930G107 | 16,518 | 56,250 | SH | SOLE | 56,206 | 0 | 44 | ||
IDEXX LABS INC | COM | 45168D104 | 2,830 | 12,983 | SH | SOLE | 12,983 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 2,876 | 10,297 | SH | SOLE | 10,297 | 0 | 0 | ||
INSPERITY INC | COM | 45778Q107 | 22,945 | 240,894 | SH | SOLE | 240,706 | 0 | 188 | ||
IPG PHOTONICS CORP | COM | 44980X109 | 490 | 2,221 | SH | SOLE | 2,168 | 0 | 53 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 10,900 | 65,664 | SH | SOLE | 29,736 | 0 | 35,928 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 13,323 | 127,857 | SH | SOLE | 37,158 | 0 | 90,699 | ||
KELLOGG CO | COM | 487836108 | 312 | 4,461 | SH | SOLE | 4,461 | 0 | 0 | ||
KMG CHEMICALS INC | COM | 482564101 | 20,796 | 281,860 | SH | SOLE | 281,860 | 0 | 0 | ||
KOPPERS HOLDINGS INC | COM | 50060P106 | 17,600 | 458,921 | SH | SOLE | 458,921 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 8,590 | 47,849 | SH | SOLE | 13,556 | 0 | 34,293 | ||
LAS VEGAS SANDS CORP | COM | 517834107 | 8,181 | 107,138 | SH | SOLE | 27,821 | 0 | 79,317 | ||
LEAR CORP | COM NEW | 521865204 | 1,775 | 9,553 | SH | SOLE | 9,553 | 0 | 0 | ||
LGI HOMES INC | COM | 50187T106 | 9,344 | 161,864 | SH | SOLE | 161,749 | 0 | 115 | ||
LHC GROUP INC | COM | 50187A107 | 19,278 | 225,235 | SH | SOLE | 225,075 | 0 | 160 | ||
LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | 18,698 | 90,254 | SH | SOLE | 90,193 | 0 | 61 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 6,974 | 325,294 | SH | SOLE | 92,698 | 0 | 232,596 | ||
MASIMO CORP | COM | 574795100 | 25,957 | 265,812 | SH | SOLE | 265,621 | 0 | 191 | ||
MASTEC INC | COM | 576323109 | 17,764 | 350,036 | SH | SOLE | 349,889 | 0 | 147 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 13,508 | 68,735 | SH | SOLE | 36,635 | 0 | 32,100 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 22,931 | 284,646 | SH | SOLE | 284,444 | 0 | 202 | ||
MERIT MED SYS INC | COM | 589889104 | 17,087 | 333,735 | SH | SOLE | 333,498 | 0 | 237 | ||
MIMECAST LTD | ORD SHS | G14838109 | 22,894 | 555,552 | SH | SOLE | 555,194 | 0 | 358 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 19,775 | 147,936 | SH | SOLE | 147,831 | 0 | 105 | ||
MSCI INC | COM | 55354G100 | 2,902 | 17,544 | SH | SOLE | 17,483 | 0 | 61 | ||
NETFLIX INC | COM | 64110L106 | 12,738 | 32,542 | SH | SOLE | 17,149 | 0 | 15,393 | ||
NVIDIA CORP | COM | 67066G104 | 10,115 | 42,698 | SH | SOLE | 21,270 | 0 | 21,428 | ||
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 6,771 | 80,917 | SH | SOLE | 22,532 | 0 | 58,385 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 12,852 | 86,281 | SH | SOLE | 38,835 | 0 | 47,446 | ||
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 18,908 | 260,798 | SH | SOLE | 260,549 | 0 | 249 | ||
OSHKOSH CORP | COM | 688239201 | 441 | 6,268 | SH | SOLE | 6,186 | 0 | 82 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 3,134 | 15,253 | SH | SOLE | 15,201 | 0 | 52 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 9,082 | 299,926 | SH | SOLE | 113,297 | 0 | 186,629 | ||
PETIQ INC | COM CL A | 71639T106 | 17,413 | 648,272 | SH | SOLE | 648,272 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 23,443 | 533,534 | SH | SOLE | 533,149 | 0 | 385 | ||
PROOFPOINT INC | COM | 743424103 | 19,333 | 167,658 | SH | SOLE | 167,562 | 0 | 96 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 20,659 | 349,260 | SH | SOLE | 349,013 | 0 | 247 | ||
QUALYS INC | COM | 74758T303 | 20,133 | 238,825 | SH | SOLE | 238,685 | 0 | 140 | ||
RAYTHEON CO | COM NEW | 755111507 | 2,249 | 11,640 | SH | SOLE | 11,640 | 0 | 0 | ||
REALPAGE INC | COM | 75606N109 | 17,226 | 312,623 | SH | SOLE | 312,398 | 0 | 225 | ||
REPLIGEN CORP | COM | 759916109 | 18,632 | 396,088 | SH | SOLE | 396,088 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 14,928 | 212,202 | SH | SOLE | 212,003 | 0 | 199 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 19,737 | 454,989 | SH | SOLE | 454,659 | 0 | 330 | ||
S&P GLOBAL INC | COM | 78409V104 | 6,993 | 34,298 | SH | SOLE | 9,549 | 0 | 24,749 | ||
SAIA INC | COM | 78709Y105 | 20,017 | 247,576 | SH | SOLE | 247,576 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 18,383 | 134,774 | SH | SOLE | 61,665 | 0 | 73,109 | ||
SERVICENOW INC | COM | 81762P102 | 2,698 | 15,642 | SH | SOLE | 15,642 | 0 | 0 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 16,482 | 196,280 | SH | SOLE | 196,280 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 2,869 | 46,541 | SH | SOLE | 46,541 | 0 | 0 | ||
STEEL DYNAMICS INC | COM | 858119100 | 10,048 | 218,669 | SH | SOLE | 98,323 | 0 | 120,346 | ||
SVB FINL GROUP | COM | 78486Q101 | 13,582 | 47,034 | SH | SOLE | 21,830 | 0 | 25,204 | ||
TRANSUNION | COM | 89400J107 | 2,991 | 41,757 | SH | SOLE | 41,584 | 0 | 173 | ||
TREX CO INC | COM | 89531P105 | 23,044 | 368,170 | SH | SOLE | 367,902 | 0 | 268 | ||
TRIPADVISOR INC | COM | 896945201 | 491 | 8,812 | SH | SOLE | 8,605 | 0 | 207 | ||
UNITED RENTALS INC | COM | 911363109 | 908 | 6,152 | SH | SOLE | 6,043 | 0 | 109 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 16,532 | 67,385 | SH | SOLE | 30,773 | 0 | 36,612 | ||
VEEVA SYS INC | CL A COM | 922475108 | 1,772 | 23,054 | SH | SOLE | 23,054 | 0 | 0 | ||
VIRTUSA CORP | COM | 92827P102 | 19,389 | 398,295 | SH | SOLE | 398,295 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 569 | 4,403 | SH | SOLE | 4,317 | 0 | 86 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 11,242 | 376,096 | SH | SOLE | 376,096 | 0 | 0 | ||
GRAINGER W W INC | COM | 384802104 | 10,552 | 34,214 | SH | SOLE | 15,643 | 0 | 18,571 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 8,093 | 99,490 | SH | SOLE | 28,538 | 0 | 70,952 | ||
WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 16,180 | 160,039 | SH | SOLE | 159,925 | 0 | 114 | ||
WINGSTOP INC | COM | 974155103 | 15,650 | 300,265 | SH | SOLE | 300,265 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 1,961 | 11,719 | SH | SOLE | 11,719 | 0 | 0 | ||
YANDEX N V | SHS CLASS A | N97284108 | 2,259 | 62,925 | SH | SOLE | 62,925 | 0 | 0 | ||
ZIONS BANCORPORATION | COM | 989701107 | 10,344 | 196,327 | SH | SOLE | 65,259 | 0 | 131,068 | ||
ZOETIS INC | CL A | 98978V103 | 9,445 | 110,867 | SH | SOLE | 31,247 | 0 | 79,620 |