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 | 1,855 | 6,496 | SH | SOLE | 2,745 | 0 | 3,751 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 12,626 | 71,728 | SH | SOLE | 16,594 | 0 | 55,134 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 385 | 15,080 | SH | SOLE | 15,080 | 0 | 0 | ||
AIR TRANSPORT SERVICES GRP I | COM | 00922R105 | 325 | 14,084 | SH | SOLE | 7,029 | 0 | 7,055 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,886 | 21,298 | SH | SOLE | 21,298 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 17,323 | 14,719 | SH | SOLE | 3,781 | 0 | 10,938 | ||
AMAZON COM INC | COM | 023135106 | 23,461 | 13,175 | SH | SOLE | 3,884 | 0 | 9,291 | ||
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 10,676 | 226,724 | SH | SOLE | 195,875 | 0 | 30,849 | ||
APPLE INC | COM | 037833100 | 2,143 | 11,282 | SH | SOLE | 10,262 | 0 | 1,020 | ||
APTIV PLC | SHS | G6095L109 | 6,820 | 85,801 | SH | SOLE | 22,024 | 0 | 63,777 | ||
ARISTA NETWORKS INC | COM | 040413106 | 2,917 | 9,277 | SH | SOLE | 3,178 | 0 | 6,099 | ||
ASGN INC | COM | 00191U102 | 19,806 | 311,954 | SH | SOLE | 269,594 | 0 | 42,360 | ||
BANCO SANTANDER CHILE NEW | SP ADR REP COM | 05965X109 | 2,513 | 84,468 | SH | SOLE | 84,468 | 0 | 0 | ||
BB&T CORP | COM | 054937107 | 8,559 | 183,951 | SH | SOLE | 50,665 | 0 | 133,286 | ||
BJS RESTAURANTS INC | COM | 09180C106 | 454 | 9,607 | SH | SOLE | 4,625 | 0 | 4,982 | ||
BOEING CO | COM | 097023105 | 12,892 | 33,799 | SH | SOLE | 8,983 | 0 | 24,816 | ||
BOINGO WIRELESS INC | COM | 09739C102 | 19,043 | 817,984 | SH | SOLE | 705,529 | 0 | 112,455 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 8,800 | 229,287 | SH | SOLE | 63,289 | 0 | 165,998 | ||
BRINKS CO | COM | 109696104 | 23,997 | 318,218 | SH | SOLE | 274,288 | 0 | 43,930 | ||
BURLINGTON STORES INC | COM | 122017106 | 10,176 | 64,945 | SH | SOLE | 20,654 | 0 | 44,291 | ||
CAREDX INC | COM | 14167L103 | 11,236 | 356,475 | SH | SOLE | 306,053 | 0 | 50,422 | ||
CDW CORP | COM | 12514G108 | 11,049 | 114,650 | SH | SOLE | 31,697 | 0 | 82,953 | ||
CELANESE CORP DEL | COM | 150870103 | 7,548 | 76,540 | SH | SOLE | 21,029 | 0 | 55,511 | ||
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 13,601 | 150,259 | SH | SOLE | 130,016 | 0 | 20,243 | ||
CHEGG INC | COM | 163092109 | 13,971 | 366,509 | SH | SOLE | 315,877 | 0 | 50,632 | ||
CISCO SYS INC | COM | 17275R102 | 11,357 | 210,356 | SH | SOLE | 51,808 | 0 | 158,548 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 582 | 8,039 | SH | SOLE | 8,039 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 16,174 | 404,556 | SH | SOLE | 108,231 | 0 | 296,325 | ||
COSTAR GROUP INC | COM | 22160N109 | 2,329 | 4,994 | SH | SOLE | 2,285 | 0 | 2,709 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 10,563 | 43,625 | SH | SOLE | 12,088 | 0 | 31,537 | ||
CREDICORP LTD | COM | G2519Y108 | 3,680 | 15,338 | SH | SOLE | 15,338 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 8,104 | 63,314 | SH | SOLE | 17,630 | 0 | 45,684 | ||
DANAHER CORPORATION | COM | 235851102 | 14,894 | 112,819 | SH | SOLE | 27,610 | 0 | 85,209 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 15,331 | 307,420 | SH | SOLE | 265,266 | 0 | 42,154 | ||
DEERE & CO | COM | 244199105 | 9,553 | 59,766 | SH | SOLE | 15,041 | 0 | 44,725 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 4,623 | 99,575 | SH | SOLE | 25,362 | 0 | 74,213 | ||
ETSY INC | COM | 29786A106 | 17,114 | 254,593 | SH | SOLE | 216,295 | 0 | 38,298 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 2,267 | 15,901 | SH | SOLE | 6,939 | 0 | 8,962 | ||
EVERBRIDGE INC | COM | 29978A104 | 17,640 | 235,170 | SH | SOLE | 202,730 | 0 | 32,440 | ||
EVO PMTS INC | CL A COM | 26927E104 | 16,517 | 568,581 | SH | SOLE | 490,481 | 0 | 78,100 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 213 | 2,456 | SH | SOLE | 2,456 | 0 | 0 | ||
FIRSTCASH INC | COM | 33767D105 | 21,047 | 243,317 | SH | SOLE | 210,495 | 0 | 32,822 | ||
FIVE BELOW INC | COM | 33829M101 | 20,292 | 163,315 | SH | SOLE | 140,907 | 0 | 22,408 | ||
FIVE9 INC | COM | 338307101 | 13,643 | 258,252 | SH | SOLE | 223,632 | 0 | 34,620 | ||
FOCUS FINL PARTNERS INC | COM CL A | 34417P100 | 18,026 | 505,780 | SH | SOLE | 442,229 | 0 | 63,551 | ||
FORTIVE CORP | COM | 34959J108 | 6,752 | 80,486 | SH | SOLE | 20,843 | 0 | 59,643 | ||
GENERAC HLDGS INC | COM | 368736104 | 18,576 | 362,597 | SH | SOLE | 313,543 | 0 | 49,054 | ||
GENERAL MTRS CO | COM | 37045V100 | 7,056 | 190,176 | SH | SOLE | 48,284 | 0 | 141,892 | ||
GLOBANT S A | COM | L44385109 | 1,969 | 27,574 | SH | SOLE | 27,574 | 0 | 0 | ||
GRAND CANYON ED INC | COM | 38526M106 | 19,915 | 173,912 | SH | SOLE | 150,642 | 0 | 23,270 | ||
GREEN DOT CORP | CL A | 39304D102 | 18,269 | 301,222 | SH | SOLE | 260,246 | 0 | 40,976 | ||
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 21,448 | 127,235 | SH | SOLE | 109,905 | 0 | 17,330 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 6,479 | 49,695 | SH | SOLE | 12,864 | 0 | 36,831 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 3,907 | 33,704 | SH | SOLE | 33,704 | 0 | 0 | ||
HORIZON PHARMA PLC | SHS | G4617B105 | 33,382 | 1,263,053 | SH | SOLE | 1,088,264 | 0 | 174,789 | ||
HUBSPOT INC | COM | 443573100 | 17,600 | 105,891 | SH | SOLE | 91,787 | 0 | 14,104 | ||
ICICI BK LTD | ADR | 45104G104 | 1,392 | 121,505 | SH | SOLE | 121,505 | 0 | 0 | ||
INGEVITY CORP | COM | 45688C107 | 18,335 | 173,606 | SH | SOLE | 149,778 | 0 | 23,828 | ||
INOGEN INC | COM | 45780L104 | 12,747 | 133,654 | SH | SOLE | 115,292 | 0 | 18,362 | ||
INSPERITY INC | COM | 45778Q107 | 21,456 | 173,505 | SH | SOLE | 150,022 | 0 | 23,483 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,674 | 4,687 | SH | SOLE | 1,653 | 0 | 3,034 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 12,294 | 121,448 | SH | SOLE | 31,180 | 0 | 90,268 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 13,408 | 479,373 | SH | SOLE | 133,566 | 0 | 345,807 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 9,410 | 788,743 | SH | SOLE | 680,140 | 0 | 108,603 | ||
LENDINGTREE INC NEW | COM | 52603B107 | 14,946 | 42,514 | SH | SOLE | 36,726 | 0 | 5,788 | ||
LHC GROUP INC | COM | 50187A107 | 16,026 | 144,563 | SH | SOLE | 123,852 | 0 | 20,711 | ||
LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | 19,200 | 152,729 | SH | SOLE | 132,089 | 0 | 20,640 | ||
LIVEPERSON INC | COM | 538146101 | 20,180 | 695,378 | SH | SOLE | 599,434 | 0 | 95,944 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 2,669 | 16,286 | SH | SOLE | 5,916 | 0 | 10,370 | ||
MASTERCARD INC | CL A | 57636Q104 | 14,388 | 61,109 | SH | SOLE | 17,603 | 0 | 43,506 | ||
MCDONALDS CORP | COM | 580135101 | 11,618 | 61,182 | SH | SOLE | 17,143 | 0 | 44,039 | ||
MCGRATH RENTCORP | COM | 580589109 | 8,767 | 154,974 | SH | SOLE | 134,317 | 0 | 20,657 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 13,814 | 188,612 | SH | SOLE | 162,816 | 0 | 25,796 | ||
MEDPACE HLDGS INC | COM | 58506Q109 | 9,509 | 161,248 | SH | SOLE | 138,906 | 0 | 22,342 | ||
MERCK & CO INC | COM | 58933Y105 | 11,630 | 139,835 | SH | SOLE | 38,738 | 0 | 101,097 | ||
MERIT MED SYS INC | COM | 589889104 | 24,579 | 397,531 | SH | SOLE | 342,780 | 0 | 54,751 | ||
MICROSOFT CORP | COM | 594918104 | 27,495 | 233,128 | SH | SOLE | 66,306 | 0 | 166,822 | ||
MIMECAST LTD | ORD SHS | G14838109 | 10,881 | 229,801 | SH | SOLE | 198,241 | 0 | 31,560 | ||
MOMO INC | ADR | 60879B107 | 1,024 | 26,788 | SH | SOLE | 26,788 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 15,639 | 115,429 | SH | SOLE | 99,613 | 0 | 15,816 | ||
MOOG INC | CL A | 615394202 | 20,859 | 239,891 | SH | SOLE | 209,695 | 0 | 30,196 | ||
MSCI INC | COM | 55354G100 | 2,858 | 14,375 | SH | SOLE | 6,102 | 0 | 8,273 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 607 | 2,512 | SH | SOLE | 2,512 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 3,415 | 9,579 | SH | SOLE | 4,301 | 0 | 5,278 | ||
NOVANTA INC | COM | 67000B104 | 20,530 | 242,296 | SH | SOLE | 209,232 | 0 | 33,064 | ||
NVIDIA CORP | COM | 67066G104 | 669 | 3,725 | SH | SOLE | 3,439 | 0 | 286 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 6,719 | 101,498 | SH | SOLE | 26,028 | 0 | 75,470 | ||
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 11,910 | 139,579 | SH | SOLE | 120,594 | 0 | 18,985 | ||
OMNICELL INC | COM | 68213N109 | 18,227 | 225,476 | SH | SOLE | 194,056 | 0 | 31,420 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 979 | 32,811 | SH | SOLE | 32,811 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 3,129 | 12,884 | SH | SOLE | 5,326 | 0 | 7,558 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 5,462 | 282,982 | SH | SOLE | 75,141 | 0 | 207,841 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 11,477 | 110,524 | SH | SOLE | 30,785 | 0 | 79,739 | ||
PENUMBRA INC | COM | 70975L107 | 16,966 | 115,406 | SH | SOLE | 99,591 | 0 | 15,815 | ||
PETIQ INC | COM CL A | 71639T106 | 14,171 | 451,152 | SH | SOLE | 388,864 | 0 | 62,288 | ||
PLANET FITNESS INC | CL A | 72703H101 | 24,457 | 355,898 | SH | SOLE | 307,265 | 0 | 48,633 | ||
RAYTHEON CO | COM NEW | 755111507 | 8,146 | 44,740 | SH | SOLE | 10,069 | 0 | 34,671 | ||
REALPAGE INC | COM | 75606N109 | 17,811 | 293,470 | SH | SOLE | 253,557 | 0 | 39,913 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 10,646 | 411,839 | SH | SOLE | 360,554 | 0 | 51,285 | ||
REPLIGEN CORP | COM | 759916109 | 11,240 | 190,255 | SH | SOLE | 163,647 | 0 | 26,608 | ||
RINGCENTRAL INC | CL A | 76680R206 | 323 | 2,995 | SH | SOLE | 2,995 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 6,917 | 32,851 | SH | SOLE | 8,217 | 0 | 24,634 | ||
SALESFORCE COM INC | COM | 79466L302 | 12,727 | 80,365 | SH | SOLE | 22,652 | 0 | 57,713 | ||
SERVICENOW INC | COM | 81762P102 | 2,955 | 11,988 | SH | SOLE | 5,003 | 0 | 6,985 | ||
SMITH A O CORP | COM | 831865209 | 271 | 5,084 | SH | SOLE | 5,084 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 1,698 | 22,660 | SH | SOLE | 10,161 | 0 | 12,499 | ||
SVB FINL GROUP | COM | 78486Q101 | 9,325 | 41,936 | SH | SOLE | 12,325 | 0 | 29,611 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 2,746 | 67,051 | SH | SOLE | 67,051 | 0 | 0 | ||
SIMPLY GOOD FOODS CO | COM | 82900L102 | 16,662 | 809,234 | SH | SOLE | 698,144 | 0 | 111,090 | ||
TRANSUNION | COM | 89400J107 | 2,408 | 36,032 | SH | SOLE | 16,504 | 0 | 19,528 | ||
TREX CO INC | COM | 89531P105 | 16,373 | 266,143 | SH | SOLE | 229,881 | 0 | 36,262 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 15,711 | 63,540 | SH | SOLE | 18,127 | 0 | 45,413 | ||
VEEVA SYS INC | CL A COM | 922475108 | 273 | 2,152 | SH | SOLE | 2,152 | 0 | 0 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 18,286 | 1,477,055 | SH | SOLE | 1,272,489 | 0 | 204,566 | ||
VIRTUSA CORP | COM | 92827P102 | 24,026 | 449,496 | SH | SOLE | 388,138 | 0 | 61,358 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 12,112 | 382,916 | SH | SOLE | 330,432 | 0 | 52,484 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 12,696 | 122,183 | SH | SOLE | 34,514 | 0 | 87,669 | ||
WD-40 CO | COM | 929236107 | 13,594 | 80,231 | SH | SOLE | 69,256 | 0 | 10,975 | ||
WINGSTOP INC | COM | 974155103 | 14,167 | 186,336 | SH | SOLE | 160,603 | 0 | 25,733 | ||
WORKIVA INC | COM CL A | 98139A105 | 12,024 | 237,152 | SH | SOLE | 203,699 | 0 | 33,453 | ||
XILINX INC | COM | 983919101 | 11,786 | 92,958 | SH | SOLE | 25,018 | 0 | 67,940 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 274 | 1,308 | SH | SOLE | 1,308 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 10,876 | 108,038 | SH | SOLE | 30,480 | 0 | 77,558 | ||
ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 1,410 | 77,109 | SH | SOLE | 77,109 | 0 | 0 |