0001085146-20-002166.txt : 20200813
0001085146-20-002166.hdr.sgml : 20200813
20200813092934
ACCESSION NUMBER: 0001085146-20-002166
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200813
DATE AS OF CHANGE: 20200813
EFFECTIVENESS DATE: 20200813
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP
CENTRAL INDEX KEY: 0001177719
IRS NUMBER: 800175963
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10220
FILM NUMBER: 201097545
BUSINESS ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 23RD FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02111
BUSINESS PHONE: 6174287100
MAIL ADDRESS:
STREET 1: ONE FINANCIAL CENTER
STREET 2: 23RD FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02111
FORMER COMPANY:
FORMER CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LLC
DATE OF NAME CHANGE: 20020717
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001177719
XXXXXXXX
06-30-2020
06-30-2020
false
WESTFIELD CAPITAL MANAGEMENT CO LP
One Financial Center
23rd Floor
BOSTON
MA
02111
13F HOLDINGS REPORT
028-10220
N
Brandi McMahon
Compliance Officer
617-428-7100
/s/ Brandi McMahon
Boston
MA
08-12-2020
0
230
14541816
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
UNION PAC CORP
COM
907818108
82471
487792
SH
SOLE
384422
0
103370
ASCENDIS PHARMA A S
SPONSORED ADR
04351P101
212779
1438665
SH
SOLE
1306655
0
132010
TRANSDIGM GROUP INC
COM
893641100
139942
316575
SH
SOLE
255996
0
60579
LULULEMON ATHLETICA INC
COM
550021109
49463
158530
SH
SOLE
130876
0
27654
TRADEWEB MKTS INC
CL A
892672106
64711
1113024
SH
SOLE
920724
0
192300
HILTON WORLDWIDE HLDGS INC
COM
43300A203
62374
849204
SH
SOLE
703299
0
145905
BRP INC
COM SUN VTG
05577W200
23222
545363
SH
SOLE
509429
0
35934
TELEDYNE TECHNOLOGIES INC
COM
879360105
125897
404878
SH
SOLE
336178
0
68700
GARTNER INC
COM
366651107
1744
14370
SH
SOLE
14370
0
0
ALPHABET INC
CAP STK CL A
02079K305
346739
244518
SH
SOLE
192156
0
52362
REATA PHARMACEUTICALS INC
CL A
75615P103
24768
158746
SH
SOLE
133966
0
24780
MOMENTA PHARMACEUTICALS INC
COM
60877T100
13634
409804
SH
SOLE
382264
0
27540
CHARLES RIV LABS INTL INC
COM
159864107
52586
301610
SH
SOLE
232420
0
69190
NIKE INC
CL B
654106103
135430
1381237
SH
SOLE
1123722
0
257515
EXTENDED STAY AMER INC
UNIT 99/99/9999B
30224P200
21875
1954859
SH
SOLE
1509309
0
445550
PEPSICO INC
COM
713448108
4817
36420
SH
SOLE
24130
0
12290
AMERICAN TOWER CORP NEW
COM
03027X100
758
2932
SH
SOLE
455
0
2477
BIOGEN INC
COM
09062X103
490
1832
SH
SOLE
245
0
1587
CYRUSONE INC
COM
23283R100
16472
226420
SH
SOLE
210341
0
16079
APPLIED MATLS INC
COM
038222105
147063
2432800
SH
SOLE
1911706
0
521094
TRANSUNION
COM
89400J107
85637
983881
SH
SOLE
793297
0
190584
APOLLO GLOBAL MGMT INC
COM CL A
03768E105
26639
533633
SH
SOLE
411943
0
121690
ESSENTIAL PPTYS RLTY TR INC
COM
29670E107
25659
1729053
SH
SOLE
1340512
0
388541
ACI WORLDWIDE INC
COM
004498101
16865
624878
SH
SOLE
582768
0
42110
PACIRA BIOSCIENCES
COM
695127100
71424
1361242
SH
SOLE
1291202
0
70040
BRISTOL-MYERS SQUIBB CO
COM
110122108
112569
1914436
SH
SOLE
1520546
0
393890
FORTINET INC
COM
34959E109
157502
1147388
SH
SOLE
931698
0
215690
DROPBOX INC
CL A
26210C104
80550
3700038
SH
SOLE
3189868
0
510170
RUSH ENTERPRISES INC
CL A
781846209
2155
51967
SH
SOLE
51967
0
0
MKS INSTRS INC
COM
55306N104
23173
204635
SH
SOLE
157967
0
46668
NEXSTAR MEDIA GROUP INC
CL A
65336K103
23111
276151
SH
SOLE
218713
0
57438
MICROCHIP TECHNOLOGY INC.
COM
595017104
36696
348458
SH
SOLE
287848
0
60610
WEX INC
COM
96208T104
74370
450700
SH
SOLE
377560
0
73140
FIRST AMERN FINL CORP
COM
31847R102
31993
666253
SH
SOLE
595233
0
71020
CERIDIAN HCM HLDG INC
COM
15677J108
30205
381034
SH
SOLE
294262
0
86772
HEICO CORP NEW
CL A
422806208
27282
335820
SH
SOLE
264060
0
71760
KLA CORP
COM NEW
482480100
4186
21525
SH
SOLE
14260
0
7265
FATE THERAPEUTICS INC
COM
31189P102
15039
438323
SH
SOLE
409263
0
29060
STORE CAP CORP
COM
862121100
25782
1082826
SH
SOLE
1005656
0
77170
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
408
1893
SH
SOLE
1893
0
0
WNS HLDGS LTD
SPON ADR
92932M101
25399
461974
SH
SOLE
430903
0
31071
ZYNGA INC
CL A
98986T108
69197
7253357
SH
SOLE
6365807
0
887550
BERRY GLOBAL GROUP INC
COM
08579W103
36815
830658
SH
SOLE
778018
0
52640
IDEX CORP
COM
45167R104
26757
169307
SH
SOLE
127109
0
42198
INTERNATIONAL BUSINESS MACHS
COM
459200101
242
2000
SH
SOLE
2000
0
0
ROCKWELL AUTOMATION INC
COM
773903109
86611
406626
SH
SOLE
354606
0
52020
MIMECAST LTD
ORD SHS
G14838109
32235
773774
SH
SOLE
726974
0
46800
GALLAGHER ARTHUR J & CO
COM
363576109
100278
1028601
SH
SOLE
820066
0
208535
NEUROCRINE BIOSCIENCES INC
COM
64125C109
48735
399466
SH
SOLE
308006
0
91460
VERIZON COMMUNICATIONS INC
COM
92343V104
6376
115660
SH
SOLE
76660
0
39000
ACCELERON PHARMA INC
COM
00434H108
63354
664994
SH
SOLE
568284
0
96710
STERIS PLC
SHS USD
G8473T100
108553
707463
SH
SOLE
569715
0
137748
SEATTLE GENETICS INC
COM
812578102
68873
405326
SH
SOLE
349496
0
55830
CITIGROUP INC
COM NEW
172967424
4479
87645
SH
SOLE
58630
0
29015
SAREPTA THERAPEUTICS INC
COM
803607100
48446
302145
SH
SOLE
230718
0
71427
VISA INC
COM CL A
92826C839
225066
1165120
SH
SOLE
937046
0
228074
MONGODB INC
CL A
60937P106
35886
158550
SH
SOLE
131880
0
26670
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
80354
269716
SH
SOLE
223840
0
45876
GOLDMAN SACHS GROUP INC
COM
38141G104
22627
114500
SH
SOLE
107630
0
6870
COSTCO WHSL CORP NEW
COM
22160K105
1109
3656
SH
SOLE
574
0
3082
BLUEPRINT MEDICINES CORP
COM
09627Y109
82070
1052183
SH
SOLE
903243
0
148940
CONSTELLATION BRANDS INC
CL A
21036P108
67606
386429
SH
SOLE
305521
0
80908
EQUITY LIFESTYLE PPTYS INC
COM
29472R108
26173
418909
SH
SOLE
323194
0
95715
METTLER TOLEDO INTERNATIONAL
COM
592688105
127023
157685
SH
SOLE
133480
0
24205
TREX CO INC
COM
89531P105
117738
905188
SH
SOLE
777048
0
128140
GLOBAL BLOOD THERAPEUTICS IN
COM
37890U108
14580
230948
SH
SOLE
215348
0
15600
ROSS STORES INC
COM
778296103
59849
702128
SH
SOLE
579938
0
122190
HUBSPOT INC
COM
443573100
81488
363217
SH
SOLE
289307
0
73910
TELADOC HEALTH INC
COM
87918A105
3439
18018
SH
SOLE
18018
0
0
BOTTOMLINE TECH DEL INC
COM
101388106
38035
749166
SH
SOLE
699223
0
49943
REXFORD INDL RLTY INC
COM
76169C100
23623
570188
SH
SOLE
530646
0
39542
IRONWOOD PHARMACEUTICALS INC
COM CL A
46333X108
55121
5341204
SH
SOLE
4711033
0
630171
SVB FINANCIAL GROUP
COM
78486Q101
410
1900
SH
SOLE
1900
0
0
FACEBOOK INC
CL A
30303M102
291569
1284047
SH
SOLE
1029905
0
254142
2U INC
COM
90214J101
27335
720096
SH
SOLE
672296
0
47800
CSX CORP
COM
126408103
665
9530
SH
SOLE
9530
0
0
SUN CMNTYS INC
COM
866674104
61870
455999
SH
SOLE
373737
0
82262
COOPER COS INC
COM NEW
216648402
58291
205509
SH
SOLE
169708
0
35801
SKYLINE CHAMPION CORPORATION
COM
830830105
17694
726965
SH
SOLE
679086
0
47879
INTEL CORP
COM
458140100
50734
847961
SH
SOLE
667141
0
180820
NCR CORP NEW
COM
62886E108
25001
1443476
SH
SOLE
1190313
0
253163
SALESFORCE COM INC
COM
79466L302
212299
1133287
SH
SOLE
900567
0
232720
COSTAR GROUP INC
COM
22160N109
73758
103787
SH
SOLE
84852
0
18935
MERCK & CO. INC
COM
58933Y105
6866
88789
SH
SOLE
60518
0
28271
NICE LTD
SPONSORED ADR
653656108
107449
567793
SH
SOLE
507873
0
59920
MADISON SQUARE GRDN SPRT COR
CL A
55825T103
34150
232484
SH
SOLE
195804
0
36680
ZENDESK INC
COM
98936J101
161649
1825925
SH
SOLE
1618638
0
207287
ISHARES TR
RUS 1000 GRW ETF
464287614
214
1117
SH
SOLE
1117
0
0
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
47635
838347
SH
SOLE
676617
0
161730
MASIMO CORP
COM
574795100
69247
303727
SH
SOLE
259982
0
43745
IDEXX LABS INC
COM
45168D104
109176
330676
SH
SOLE
282291
0
48385
ACADIA PHARMACEUTICALS INC
COM
004225108
26463
545976
SH
SOLE
507986
0
37990
PRIMERICA INC
COM
74164M108
34001
291602
SH
SOLE
271811
0
19791
CHIPOTLE MEXICAN GRILL INC
COM
169656105
43822
41642
SH
SOLE
34582
0
7060
SQUARE INC
CL A
852234103
45881
437214
SH
SOLE
359514
0
77700
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
67419
1193675
SH
SOLE
987790
0
205885
AZEK CO INC
CL A
05478C105
21392
671425
SH
SOLE
518385
0
153040
RPM INTL INC
COM
749685103
56218
748979
SH
SOLE
619889
0
129090
GLOBAL PMTS INC
COM
37940X102
168460
993161
SH
SOLE
877262
0
115899
VIAVI SOLUTIONS INC
COM
925550105
43089
3382207
SH
SOLE
2912418
0
469789
WASTE CONNECTIONS INC
COM
94106B101
25877
275903
SH
SOLE
236103
0
39800
CATALENT INC
COM
148806102
76640
1045561
SH
SOLE
884851
0
160710
HAEMONETICS CORP
COM
405024100
23507
262468
SH
SOLE
244653
0
17815
BRIGHT HORIZONS FAM SOL IN D
COM
109194100
4389
37450
SH
SOLE
37450
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
57508
504279
SH
SOLE
437025
0
67254
TURNING POINT THERAPEUTICS I
COM
90041T108
16540
256078
SH
SOLE
239138
0
16940
MICROSOFT CORP
COM
594918104
455282
2237146
SH
SOLE
1774824
0
462322
VAIL RESORTS INC
COM
91879Q109
2211
12140
SH
SOLE
12140
0
0
SITIME CORP
COM
82982T106
25724
542578
SH
SOLE
507201
0
35377
COMCAST CORP NEW
CL A
20030N101
5916
151774
SH
SOLE
91204
0
60570
REPAY HLDGS CORP
COM CL A
76029L100
19558
794069
SH
SOLE
741639
0
52430
WOODWARD INC
COM
980745103
24786
319618
SH
SOLE
298288
0
21330
L3HARRIS TECHNOLOGIES INC
COM
502431109
135857
800715
SH
SOLE
637380
0
163335
SERVICE CORP INTL
COM
817565104
4233
108850
SH
SOLE
72160
0
36690
UNIFIRST CORP MASS
COM
904708104
31746
177399
SH
SOLE
165604
0
11795
NVIDIA CORPORATION
COM
67066G104
83752
220452
SH
SOLE
174027
0
46425
ASSURANT INC
COM
04621X108
33241
321826
SH
SOLE
248446
0
73380
STARBUCKS CORP
COM
855244109
6403
87004
SH
SOLE
52491
0
34513
HOME DEPOT INC
COM
437076102
200153
798981
SH
SOLE
646372
0
152609
MARTEN TRANS LTD
COM
573075108
2470
98166
SH
SOLE
98166
0
0
BIO RAD LABS INC
CL A
090572207
160446
355370
SH
SOLE
313082
0
42288
ICON PLC
SHS
G4705A100
139555
828417
SH
SOLE
722618
0
105799
AMAZON COM INC
COM
023135106
518639
187993
SH
SOLE
151254
0
36739
MSCI INC
COM
55354G100
45410
136030
SH
SOLE
116010
0
20020
DOCUSIGN INC
COM
256163106
375
2180
SH
SOLE
2180
0
0
LINCOLN ELEC HLDGS INC
COM
533900106
61246
727036
SH
SOLE
620166
0
106870
OREILLY AUTOMOTIVE INC
COM
67103H107
111492
264407
SH
SOLE
227197
0
37210
BIOMARIN PHARMACEUTICAL INC
COM
09061G101
82028
665057
SH
SOLE
551187
0
113870
QORVO INC
COM
74736K101
23545
213018
SH
SOLE
164438
0
48580
S&P GLOBAL INC
COM
78409V104
124266
377157
SH
SOLE
314095
0
63062
NUTANIX INC
CL A
67059N108
404
17025
SH
SOLE
2353
0
14672
T-MOBILE US INC
COM
872590104
108608
1042804
SH
SOLE
855314
0
187490
SCIENCE APPLICATIONS INTL CO
COM
808625107
82494
1061976
SH
SOLE
913476
0
148500
PROOFPOINT INC
COM
743424103
39797
358146
SH
SOLE
343399
0
14747
CDW CORP
COM
12514G108
33921
291966
SH
SOLE
225276
0
66690
INTEGRA LIFESCIENCES HLDGS C
COM NEW
457985208
1080
22980
SH
SOLE
22980
0
0
ADVANCED ENERGY INDS
COM
007973100
31173
459846
SH
SOLE
429351
0
30495
AVERY DENNISON CORP
COM
053611109
10062
88195
SH
SOLE
67340
0
20855
ROCKET PHARMACEUTICALS INC
COM
77313F106
35822
1711501
SH
SOLE
1439829
0
271672
NVR INC
COM
62944T105
587
180
SH
SOLE
180
0
0
ANAPLAN INC
COM
03272L108
30433
671654
SH
SOLE
517604
0
154050
PRICE T ROWE GROUP INC
COM
74144T108
4509
36510
SH
SOLE
24190
0
12320
INSULET CORP
COM
45784P101
54747
281823
SH
SOLE
217544
0
64279
PAYLOCITY HLDG CORP
COM
70438V106
18663
127926
SH
SOLE
120546
0
7380
JUNIPER NETWORKS INC
COM
48203R104
18827
823587
SH
SOLE
635414
0
188173
ENVESTNET INC
COM
29404K106
13966
189913
SH
SOLE
177033
0
12880
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
74882
380207
SH
SOLE
299212
0
80995
WORKDAY INC
CL A
98138H101
90411
482552
SH
SOLE
382422
0
100130
BLACK KNIGHT INC
COM
09215C105
36795
507100
SH
SOLE
394090
0
113010
CHURCHILL DOWNS INC
COM
171484108
17528
131644
SH
SOLE
122354
0
9290
AMETEK INC
COM
031100100
133893
1498192
SH
SOLE
1200564
0
297628
FIDELITY NATL INFORMATION SV
COM
31620M106
233586
1742009
SH
SOLE
1403589
0
338420
LPL FINL HLDGS INC
COM
50212V100
77568
989385
SH
SOLE
870097
0
119288
VERTEX PHARMACEUTICALS INC
COM
92532F100
154903
533578
SH
SOLE
435179
0
98399
TOPBUILD CORP
COM
89055F103
110773
973655
SH
SOLE
856905
0
116750
RAYMOND JAMES FINL INC
COM
754730109
1840
26730
SH
SOLE
26730
0
0
BURLINGTON STORES INC
COM
122017106
46697
237124
SH
SOLE
183064
0
54060
NUANCE COMMUNICATIONS INC
COM
67020Y100
36699
1450281
SH
SOLE
1351931
0
98350
MOTOROLA SOLUTIONS INC
COM NEW
620076307
41579
296714
SH
SOLE
247234
0
49480
ISHARES TR
RUS MD CP GR ETF
464287481
440
2780
SH
SOLE
0
0
2780
BOSTON SCIENTIFIC CORP
COM
101137107
108846
3100151
SH
SOLE
2374955
0
725196
REALPAGE INC
COM
75606N109
47886
736592
SH
SOLE
576222
0
160370
NATIONAL STORAGE AFFILIATES
COM SHS BEN IN
637870106
9267
323336
SH
SOLE
302576
0
20760
ULTA BEAUTY INC
COM
90384S303
54240
266642
SH
SOLE
221169
0
45473
MSA SAFETY INC
COM
553498106
22558
197116
SH
SOLE
183756
0
13360
SIGNATURE BK NEW YORK N Y
COM
82669G104
21627
202271
SH
SOLE
188211
0
14060
ATLASSIAN CORP PLC
CL A
G06242104
42438
235411
SH
SOLE
171211
0
64200
KB HOME
COM
48666K109
63334
2064337
SH
SOLE
1746917
0
317420
TERRENO RLTY CORP
COM
88146M101
21400
406537
SH
SOLE
315660
0
90877
LUMENTUM HLDGS INC
COM
55024U109
48350
593759
SH
SOLE
487169
0
106590
FIVE BELOW INC
COM
33829M101
62295
582689
SH
SOLE
490409
0
92280
DEXCOM INC
COM
252131107
64417
158898
SH
SOLE
130818
0
28080
HUMANA INC
COM
444859102
165642
427187
SH
SOLE
323867
0
103320
MERITOR INC
COM
59001K100
23264
1174933
SH
SOLE
907423
0
267510
ALEXANDRIA REAL ESTATE EQ IN
COM
015271109
8682
53510
SH
SOLE
35130
0
18380
HAMILTON LANE INC
CL A
407497106
17639
261819
SH
SOLE
244039
0
17780
FLEETCOR TECHNOLOGIES INC
COM
339041105
87255
346898
SH
SOLE
287184
0
59714
YETI HLDGS INC
COM
98585X104
22239
520455
SH
SOLE
486135
0
34320
GROCERY OUTLET HLDG CORP
COM
39874R101
27065
663346
SH
SOLE
619746
0
43600
ALPHABET INC
CAP STK CL C
02079K107
6819
4824
SH
SOLE
3597
0
1227
CHARTER COMMUNICATIONS INC N
CL A
16119P108
112658
220881
SH
SOLE
173336
0
47545
HUNT J B TRANS SVCS INC
COM
445658107
101779
845761
SH
SOLE
682264
0
163497
STRATEGIC ED INC
COM
86272C103
1884
12260
SH
SOLE
12260
0
0
BLACKSTONE GROUP INC
COM CL A
09260D107
54755
966378
SH
SOLE
697528
0
268850
CISCO SYS INC
COM
17275R102
70230
1505799
SH
SOLE
1081544
0
424255
SERVICENOW INC
COM
81762P102
304773
752415
SH
SOLE
611257
0
141158
WALMART INC
COM
931142103
66690
556767
SH
SOLE
406947
0
149820
F M C CORP
COM NEW
302491303
41276
414338
SH
SOLE
314692
0
99646
SILICON MOTION TECHNOLOGY CO
SPONSORED ADR
82706C108
20490
420139
SH
SOLE
391809
0
28330
PAYPAL HLDGS INC
COM
70450Y103
192530
1105032
SH
SOLE
888174
0
216858
QUALCOMM INC
COM
747525103
90878
996363
SH
SOLE
820928
0
175435
AVALARA INC
COM
05338G106
31510
236755
SH
SOLE
182798
0
53957
SELECTQUOTE INC
COM
816307300
8446
333435
SH
SOLE
310795
0
22640
ADVANCED DRAIN SYS INC DEL
COM
00790R104
84485
1710232
SH
SOLE
1452895
0
257337
INSMED INC
COM PAR $.01
457669307
28551
1036711
SH
SOLE
966771
0
69940
TWILIO INC
CL A
90138F102
132545
604070
SH
SOLE
489040
0
115030
ALIGN TECHNOLOGY INC
COM
016255101
144753
527450
SH
SOLE
403435
0
124015
HENRY JACK & ASSOC INC
COM
426281101
7550
41024
SH
SOLE
27182
0
13842
TEXAS ROADHOUSE INC
COM
882681109
24458
465241
SH
SOLE
433861
0
31380
CUTERA INC
COM
232109108
519
42680
SH
SOLE
42680
0
0
MAXLINEAR INC
COM
57776J100
17700
824777
SH
SOLE
636634
0
188143
BROOKFIELD ASSET MGMT INC
CL A LTD VT SH
112585104
31955
971269
SH
SOLE
823919
0
147350
APPLE INC
COM
037833100
497272
1363135
SH
SOLE
1079488
0
283647
THERMO FISHER SCIENTIFIC INC
COM
883556102
164715
454586
SH
SOLE
364169
0
90417
TARGET CORP
COM
87612E106
7054
58815
SH
SOLE
38980
0
19835
ITT INC
COM
45073V108
22979
391199
SH
SOLE
364641
0
26558
SAGE THERAPEUTICS INC
COM
78667J108
23387
562457
SH
SOLE
433367
0
129090
DANAHER CORPORATION
COM
235851102
5688
32167
SH
SOLE
29430
0
2737
FAIR ISAAC CORP
COM
303250104
49245
117800
SH
SOLE
93030
0
24770
OLD DOMINION FREIGHT LINE IN
COM
679580100
56498
333143
SH
SOLE
287263
0
45880
PALOMAR HLDGS INC
COM
69753M105
43754
510190
SH
SOLE
477179
0
33011
XILINX INC
COM
983919101
48489
492826
SH
SOLE
407676
0
85150
NOVARTIS AG
SPONSORED ADR
66987V109
74934
857963
SH
SOLE
620597
0
237366
ABBOTT LABS
COM
002824100
11289
123473
SH
SOLE
76003
0
47470
QUEST DIAGNOSTICS INC
COM
74834L100
113454
995564
SH
SOLE
781319
0
214245
SPLUNK INC
COM
848637104
263306
1325144
SH
SOLE
1064213
0
260931
TIMKEN CO
COM
887389104
49795
1094647
SH
SOLE
998437
0
96210
AMEDISYS INC
COM
023436108
61295
308728
SH
SOLE
291103
0
17625
TRANE TECHNOLOGIES PLC
SHS
G8994E103
129684
1457449
SH
SOLE
1148147
0
309302
FIRST REP BK SAN FRANCISCO C
COM
33616C100
22062
208152
SH
SOLE
160742
0
47410
ETSY INC
COM
29786A106
60151
566238
SH
SOLE
437558
0
128680
REPLIGEN CORP
COM
759916109
29432
238103
SH
SOLE
202083
0
36020
BROADCOM INC
COM
11135F101
95583
302853
SH
SOLE
232401
0
70452
JPMORGAN CHASE & CO
COM
46625H100
39102
415717
SH
SOLE
301372
0
114345
BRP GROUP INC
COM CL A
05589G102
478
27690
SH
SOLE
27690
0
0
HOWARD HUGHES CORP
COM
44267D107
20318
391115
SH
SOLE
364725
0
26390
BLACKROCK INC
COM
09247X101
4179
7680
SH
SOLE
5090
0
2590
TANDEM DIABETES CARE INC
COM NEW
875372203
26059
263433
SH
SOLE
246283
0
17150
ILLINOIS TOOL WKS INC
COM
452308109
30331
173471
SH
SOLE
158743
0
14728
DISNEY WALT CO
COM DISNEY
254687106
749
6720
SH
SOLE
1052
0
5668