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 | 750 | 4,215 | SH | SOLE | 464 | 0 | 3,751 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 11,435 | 59,449 | SH | SOLE | 16,351 | 0 | 43,098 | ||
ADOBE INC | COM | 00724F101 | 7,733 | 27,994 | SH | SOLE | 8,361 | 0 | 19,633 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 286 | 9,866 | SH | SOLE | 9,866 | 0 | 0 | ||
AIR TRANSPORT SERVICES GRP I | COM | 00922R105 | 553 | 26,291 | SH | SOLE | 12,659 | 0 | 13,632 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,002 | 23,934 | SH | SOLE | 23,934 | 0 | 0 | ||
ALLY FINL INC | COM | 02005N100 | 5,187 | 156,422 | SH | SOLE | 48,229 | 0 | 108,193 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 8,020 | 6,568 | SH | SOLE | 2,046 | 0 | 4,522 | ||
ALTAIR ENGR INC | COM CL A | 021369103 | 9,578 | 276,656 | SH | SOLE | 241,822 | 0 | 34,834 | ||
AMAZON COM INC | COM | 023135106 | 17,404 | 10,026 | SH | SOLE | 2,629 | 0 | 7,397 | ||
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 21,162 | 367,657 | SH | SOLE | 321,183 | 0 | 46,474 | ||
APPLE INC | COM | 037833100 | 2,490 | 11,117 | SH | SOLE | 10,097 | 0 | 1,020 | ||
APTIV PLC | SHS | G6095L109 | 7,260 | 83,046 | SH | SOLE | 23,619 | 0 | 59,427 | ||
ARCO PLATFORM LTD | COM CL A | G04553106 | 727 | 14,347 | SH | SOLE | 14,347 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 261 | 241 | SH | SOLE | 241 | 0 | 0 | ||
AVALARA INC | COM | 05338G106 | 19,628 | 291,691 | SH | SOLE | 255,162 | 0 | 36,529 | ||
BANCO SANTANDER CHILE NEW | SP ADR REP COM | 05965X109 | 708 | 25,271 | SH | SOLE | 25,271 | 0 | 0 | ||
BAUSCH HEALTH COS INC | COM | 071734107 | 229 | 10,502 | SH | SOLE | 10,502 | 0 | 0 | ||
BB&T CORP | COM | 054937107 | 7,846 | 147,010 | SH | SOLE | 39,995 | 0 | 107,015 | ||
BRINKS CO | COM | 109696104 | 19,050 | 229,659 | SH | SOLE | 200,719 | 0 | 28,940 | ||
BURLINGTON STORES INC | COM | 122017106 | 10,247 | 51,279 | SH | SOLE | 15,903 | 0 | 35,376 | ||
CAREDX INC | COM | 14167L103 | 10,399 | 459,918 | SH | SOLE | 402,426 | 0 | 57,492 | ||
CDW CORP | COM | 12514G108 | 9,071 | 73,605 | SH | SOLE | 23,648 | 0 | 49,957 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 287 | 5,805 | SH | SOLE | 5,805 | 0 | 0 | ||
CHART INDS INC | COM PAR $0.01 | 16115Q308 | 17,552 | 281,466 | SH | SOLE | 246,165 | 0 | 35,301 | ||
CHEGG INC | COM | 163092109 | 6,109 | 203,960 | SH | SOLE | 178,976 | 0 | 24,984 | ||
CINTAS CORP | COM | 172908105 | 5,982 | 22,314 | SH | SOLE | 7,417 | 0 | 14,897 | ||
CISCO SYS INC | COM | 17275R102 | 8,438 | 170,766 | SH | SOLE | 51,279 | 0 | 119,487 | ||
COMCAST CORP NEW | CL A | 20030N101 | 14,751 | 327,211 | SH | SOLE | 91,913 | 0 | 235,298 | ||
COSTAR GROUP INC | COM | 22160N109 | 2,510 | 4,232 | SH | SOLE | 1,523 | 0 | 2,709 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 10,088 | 35,013 | SH | SOLE | 9,436 | 0 | 25,577 | ||
CREDICORP LTD | COM | G2519Y108 | 1,329 | 6,374 | SH | SOLE | 6,374 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 12,037 | 86,591 | SH | SOLE | 23,358 | 0 | 63,233 | ||
D R HORTON INC | COM | 23331A109 | 8,616 | 163,453 | SH | SOLE | 49,780 | 0 | 113,673 | ||
DANAHER CORPORATION | COM | 235851102 | 11,536 | 79,871 | SH | SOLE | 24,728 | 0 | 55,143 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 224 | 1,895 | SH | SOLE | 1,895 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 16,706 | 113,370 | SH | SOLE | 99,039 | 0 | 14,331 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 9,723 | 74,609 | SH | SOLE | 20,415 | 0 | 54,194 | ||
EHEALTH INC | COM | 28238P109 | 8,305 | 124,343 | SH | SOLE | 108,621 | 0 | 15,722 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 6,754 | 46,165 | SH | SOLE | 13,537 | 0 | 32,628 | ||
EVERBRIDGE INC | COM | 29978A104 | 19,532 | 316,510 | SH | SOLE | 276,625 | 0 | 39,885 | ||
EVO PMTS INC | CL A COM | 26927E104 | 17,352 | 617,064 | SH | SOLE | 539,486 | 0 | 77,578 | ||
EXPONENT INC | COM | 30214U102 | 468 | 6,694 | SH | SOLE | 3,254 | 0 | 3,440 | ||
FIRSTCASH INC | COM | 33767D105 | 24,104 | 262,948 | SH | SOLE | 229,831 | 0 | 33,117 | ||
FIVE9 INC | COM | 338307101 | 24,408 | 454,183 | SH | SOLE | 396,950 | 0 | 57,233 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 9,945 | 194,419 | SH | SOLE | 169,818 | 0 | 24,601 | ||
FORTIVE CORP | COM | 34959J108 | 5,709 | 83,274 | SH | SOLE | 27,684 | 0 | 55,590 | ||
FOX FACTORY HLDG CORP | COM | 35138V102 | 9,195 | 147,732 | SH | SOLE | 129,125 | 0 | 18,607 | ||
FRESHPET INC | COM | 358039105 | 19,437 | 390,543 | SH | SOLE | 341,139 | 0 | 49,404 | ||
FUNKO INC | COM CL A | 361008105 | 17,643 | 857,496 | SH | SOLE | 749,464 | 0 | 108,032 | ||
GENERAC HLDGS INC | COM | 368736104 | 25,008 | 319,230 | SH | SOLE | 279,033 | 0 | 40,197 | ||
GENERAL MTRS CO | COM | 37045V100 | 4,628 | 123,485 | SH | SOLE | 38,237 | 0 | 85,248 | ||
GLOBAL PMTS INC | COM | 37940X102 | 9,257 | 58,220 | SH | SOLE | 18,356 | 0 | 39,864 | ||
GLOBANT S A | COM | L44385109 | 1,898 | 20,730 | SH | SOLE | 20,730 | 0 | 0 | ||
GRAND CANYON ED INC | COM | 38526M106 | 8,981 | 91,457 | SH | SOLE | 80,007 | 0 | 11,450 | ||
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 14,866 | 129,232 | SH | SOLE | 112,980 | 0 | 16,252 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 6,039 | 50,147 | SH | SOLE | 15,282 | 0 | 34,865 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 1,417 | 24,830 | SH | SOLE | 24,830 | 0 | 0 | ||
HEICO CORP NEW | COM | 422806109 | 302 | 2,420 | SH | SOLE | 2,420 | 0 | 0 | ||
HMS HLDGS CORP | COM | 40425J101 | 20,703 | 600,686 | SH | SOLE | 524,920 | 0 | 75,766 | ||
HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 37,470 | 1,376,066 | SH | SOLE | 1,202,411 | 0 | 173,655 | ||
HUBSPOT INC | COM | 443573100 | 289 | 1,908 | SH | SOLE | 1,826 | 0 | 82 | ||
ICICI BK LTD | ADR | 45104G104 | 4,539 | 372,679 | SH | SOLE | 372,679 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 19,204 | 314,557 | SH | SOLE | 274,838 | 0 | 39,719 | ||
INSPERITY INC | COM | 45778Q107 | 23,399 | 237,261 | SH | SOLE | 207,309 | 0 | 29,952 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,223 | 4,117 | SH | SOLE | 1,083 | 0 | 3,034 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 11,633 | 98,845 | SH | SOLE | 30,814 | 0 | 68,031 | ||
KB HOME | COM | 48666K109 | 10,416 | 306,346 | SH | SOLE | 267,800 | 0 | 38,546 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 6,728 | 246,275 | SH | SOLE | 75,911 | 0 | 170,364 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 16,738 | 915,409 | SH | SOLE | 800,836 | 0 | 114,573 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 8,236 | 41,397 | SH | SOLE | 11,214 | 0 | 30,183 | ||
LHC GROUP INC | COM | 50187A107 | 22,054 | 194,202 | SH | SOLE | 169,660 | 0 | 24,542 | ||
LITHIA MTRS INC | CL A | 536797103 | 23,432 | 177,002 | SH | SOLE | 154,651 | 0 | 22,351 | ||
LIVEPERSON INC | COM | 538146101 | 20,659 | 578,693 | SH | SOLE | 503,936 | 0 | 74,757 | ||
MASTERCARD INC | CL A | 57636Q104 | 14,745 | 54,296 | SH | SOLE | 13,525 | 0 | 40,771 | ||
MCDONALDS CORP | COM | 580135101 | 10,523 | 49,011 | SH | SOLE | 13,724 | 0 | 35,287 | ||
MCGRATH RENTCORP | COM | 580589109 | 16,290 | 234,090 | SH | SOLE | 204,604 | 0 | 29,486 | ||
MEDPACE HLDGS INC | COM | 58506Q109 | 15,600 | 185,625 | SH | SOLE | 161,738 | 0 | 23,887 | ||
MEDTRONIC PLC | SHS | G5960L103 | 234 | 2,156 | SH | SOLE | 2,156 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 11,844 | 140,699 | SH | SOLE | 37,591 | 0 | 103,108 | ||
MERCURY SYS INC | COM | 589378108 | 24,572 | 302,720 | SH | SOLE | 267,803 | 0 | 34,917 | ||
MICROSOFT CORP | COM | 594918104 | 25,734 | 185,100 | SH | SOLE | 47,647 | 0 | 137,453 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 10,459 | 67,204 | SH | SOLE | 58,704 | 0 | 8,500 | ||
MOOG INC | CL A | 615394202 | 14,931 | 184,056 | SH | SOLE | 162,780 | 0 | 21,276 | ||
MSCI INC | COM | 55354G100 | 2,043 | 9,381 | SH | SOLE | 2,679 | 0 | 6,702 | ||
NETEASE INC | SPONSORED ADS | 64110W102 | 669 | 2,512 | SH | SOLE | 2,512 | 0 | 0 | ||
NORFOLK SOUTHERN CORP | COM | 655844108 | 7,415 | 41,274 | SH | SOLE | 11,444 | 0 | 29,830 | ||
NVIDIA CORP | COM | 67066G104 | 447 | 2,570 | SH | SOLE | 2,284 | 0 | 286 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 16,138 | 147,893 | SH | SOLE | 111,962 | 0 | 35,931 | ||
OMNICELL INC | COM | 68213N109 | 25,830 | 357,415 | SH | SOLE | 312,201 | 0 | 45,214 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 522 | 11,266 | SH | SOLE | 11,266 | 0 | 0 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 10,192 | 258,541 | SH | SOLE | 226,109 | 0 | 32,432 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 5,681 | 338,156 | SH | SOLE | 93,771 | 0 | 244,385 | ||
PENUMBRA INC | COM | 70975L107 | 12,124 | 90,147 | SH | SOLE | 78,760 | 0 | 11,387 | ||
PETIQ INC | COM CL A | 71639T106 | 13,326 | 488,841 | SH | SOLE | 426,964 | 0 | 61,877 | ||
PLANET FITNESS INC | CL A | 72703H101 | 9,219 | 159,302 | SH | SOLE | 139,823 | 0 | 19,479 | ||
POWER INTEGRATIONS INC | COM | 739276103 | 9,462 | 104,636 | SH | SOLE | 91,408 | 0 | 13,228 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 7,729 | 62,144 | SH | SOLE | 16,435 | 0 | 45,709 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 11,348 | 190,403 | SH | SOLE | 166,466 | 0 | 23,937 | ||
QUALCOMM INC | COM | 747525103 | 6,079 | 79,693 | SH | SOLE | 20,859 | 0 | 58,834 | ||
RAYTHEON CO | COM NEW | 755111507 | 7,175 | 36,574 | SH | SOLE | 10,415 | 0 | 26,159 | ||
REPLIGEN CORP | COM | 759916109 | 17,438 | 227,381 | SH | SOLE | 198,658 | 0 | 28,723 | ||
RINGCENTRAL INC | CL A | 76680R206 | 275 | 2,187 | SH | SOLE | 2,187 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 6,539 | 26,694 | SH | SOLE | 8,129 | 0 | 18,565 | ||
SALESFORCE COM INC | COM | 79466L302 | 8,745 | 58,915 | SH | SOLE | 15,703 | 0 | 43,212 | ||
SERVICENOW INC | COM | 81762P102 | 2,593 | 10,215 | SH | SOLE | 3,230 | 0 | 6,985 | ||
SHOPIFY INC | CL A | 82509L107 | 406 | 1,304 | SH | SOLE | 291 | 0 | 1,013 | ||
SIMPLY GOOD FOODS CO | COM | 82900L102 | 20,878 | 720,175 | SH | SOLE | 629,423 | 0 | 90,752 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 10,454 | 124,874 | SH | SOLE | 109,087 | 0 | 15,787 | ||
SQUARE INC | CL A | 852234103 | 1,047 | 16,903 | SH | SOLE | 4,404 | 0 | 12,499 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 5,846 | 125,768 | SH | SOLE | 125,768 | 0 | 0 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 18,617 | 315,642 | SH | SOLE | 275,744 | 0 | 39,898 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 7,687 | 26,391 | SH | SOLE | 6,830 | 0 | 19,561 | ||
TRANSUNION | COM | 89400J107 | 2,487 | 30,667 | SH | SOLE | 11,139 | 0 | 19,528 | ||
TREX CO INC | COM | 89531P105 | 32,509 | 357,516 | SH | SOLE | 312,911 | 0 | 44,605 | ||
VEEVA SYS INC | CL A COM | 922475108 | 1,440 | 9,429 | SH | SOLE | 2,795 | 0 | 6,634 | ||
VERICEL CORP | COM | 92346J108 | 13,336 | 880,833 | SH | SOLE | 769,157 | 0 | 111,676 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 22,514 | 1,607,592 | SH | SOLE | 1,404,360 | 0 | 203,232 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 237 | 2,579 | SH | SOLE | 2,579 | 0 | 0 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 11,241 | 97,752 | SH | SOLE | 27,519 | 0 | 70,233 | ||
WD-40 CO | COM | 929236107 | 19,376 | 105,571 | SH | SOLE | 92,228 | 0 | 13,343 | ||
WINGSTOP INC | COM | 974155103 | 13,409 | 153,633 | SH | SOLE | 134,229 | 0 | 19,404 | ||
WORKIVA INC | COM CL A | 98139A105 | 19,339 | 441,234 | SH | SOLE | 385,620 | 0 | 55,614 | ||
XILINX INC | COM | 983919101 | 957 | 9,984 | SH | SOLE | 2,142 | 0 | 7,842 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 209 | 1,015 | SH | SOLE | 1,015 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 7,985 | 64,091 | SH | SOLE | 17,967 | 0 | 46,124 |