0001644956-19-000006.txt : 20191112 0001644956-19-000006.hdr.sgml : 20191112 20191112110331 ACCESSION NUMBER: 0001644956-19-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191112 DATE AS OF CHANGE: 20191112 EFFECTIVENESS DATE: 20191112 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CENTRAL INDEX KEY: 0001644956 IRS NUMBER: 472614791 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17022 FILM NUMBER: 191207156 BUSINESS ADDRESS: STREET 1: 150 NORTH RIVERSIDE PLAZA CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-236-1600 MAIL ADDRESS: STREET 1: 150 NORTH RIVERSIDE PLAZA CITY: CHICAGO STATE: IL ZIP: 60606 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001644956 XXXXXXXX 09-30-2019 09-30-2019 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
150 NORTH RIVERSIDE PLAZA CHICAGO IL 60606
13F HOLDINGS REPORT 028-17022 N
Stephanie Braming Partner, Global Head of Investment Management 312-236-1600 /s/ Stephanie Braming Chicago IL 11-12-2019 0 357 23381411 false
INFORMATION TABLE 2 WBIMInfoTable.xml ABBOTT LABS COM 002824100 38277 457478 SH SOLE 444215 0 13263 ABERCROMBIE & FITCH CO CL A 002896207 13027 835056 SH SOLE 825301 0 9755 ABIOMED INC COM 003654100 133205 748807 SH SOLE 678474 0 70333 ACADIA RLTY TR COM SH BEN INT 004239109 17611 616209 SH SOLE 609039 0 7170 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 51723 268899 SH SOLE 242682 0 26217 ACTIVISION BLIZZARD INC COM 00507V109 40171 759097 SH SOLE 735483 0 23614 ADOBE INC COM 00724F101 94475 341990 SH SOLE 238257 0 103733 ADTALEM GLOBAL ED INC COM 00737L103 162806 4274240 SH SOLE 3942554 0 331686 ADVANCE AUTO PARTS INC COM 00751Y106 91984 556133 SH SOLE 431746 0 124387 ADVANCED MICRO DEVICES INC COM 007903107 26663 919728 SH SOLE 587362 0 332366 AGILENT TECHNOLOGIES INC COM 00846U101 30964 404076 SH SOLE 291210 0 112866 AGILYSYS INC COM 00847J105 22282 870064 SH SOLE 844992 0 25072 AGREE REALTY CORP COM 008492100 11480 156937 SH SOLE 155102 0 1835 ALBANY INTL CORP CL A 012348108 19838 220036 SH SOLE 213736 0 6300 ALCON INC ORD SHS H01301128 3677 63088 SH SOLE 63088 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1001938 5991331 SH SOLE 4892899 0 1098432 ALIGN TECHNOLOGY INC COM 016255101 1202 6645 SH SOLE 6645 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 30770 296866 SH SOLE 153774 0 143092 ALPHABET INC CAP STK CL A 02079K305 190157 155721 SH SOLE 116234 0 39487 ALPHABET INC CAP STK CL C 02079K107 23622 19378 SH SOLE 18600 0 778 AMAZON COM INC COM 023135106 201497 116076 SH SOLE 89530 0 26546 AMBEV SA SPONSORED ADR 02319V103 48869 10577391 SH SOLE 10093636 0 483755 AMEDISYS INC COM 023436108 132658 1012582 SH SOLE 936612 0 75970 AMERICAN ASSETS TR INC COM 024013104 14110 301884 SH SOLE 298374 0 3510 AMERICAN CAMPUS CMNTYS INC COM 024835100 2468 51334 SH SOLE 2337 0 48997 AMERICOLD RLTY TR COM 03064D108 20860 562713 SH SOLE 556159 0 6554 AON PLC SHS CL A G0408V102 22443 115945 SH SOLE 111293 0 4652 APTIV PLC SHS G6095L109 51715 591567 SH SOLE 326257 0 265310 ARCHROCK INC COM 03957W106 14132 1417489 SH SOLE 1400934 0 16555 ARCO PLATFORM LTD COM CL A G04553106 5825 114921 SH SOLE 76618 0 38303 ARGAN INC COM 04010E109 20760 528376 SH SOLE 408122 0 120254 ARISTA NETWORKS INC COM 040413106 11968 50091 SH SOLE 39188 0 10903 ARMSTRONG WORLD INDS INC NEW COM 04247X102 19705 203776 SH SOLE 166779 0 36997 ASPEN GROUP INC COM NEW 04530L203 6455 1243814 SH SOLE 1207334 0 36480 ASPEN TECHNOLOGY INC COM 045327103 196234 1594358 SH SOLE 1463950 0 130408 ASTRAZENECA PLC SPONSORED ADR 046353108 3929 88147 SH SOLE 88147 0 0 AUTODESK INC COM 052769106 22424 151820 SH SOLE 96902 0 54918 AVALARA INC COM 05338G106 129938 1931019 SH SOLE 1782260 0 148759 AVNET INC COM 053807103 16592 372984 SH SOLE 368644 0 4340 AXALTA COATING SYS LTD COM G0750C108 88722 2942673 SH SOLE 2701978 0 240695 AXOGEN INC COM 05463X106 8889 712268 SH SOLE 691868 0 20400 AZUL S A SPONSR ADR PFD 05501U106 9664 269782 SH SOLE 187337 0 82445 BALL CORP COM 058498106 43378 595769 SH SOLE 444954 0 150815 BANC OF CALIFORNIA INC COM 05990K106 10743 759766 SH SOLE 750891 0 8875 BANCOLOMBIA S A SPON ADR PREF 05968L102 28662 579615 SH SOLE 402464 0 177151 BANNER CORP COM NEW 06652V208 16834 299694 SH SOLE 296194 0 3500 BEIGENE LTD SPONSORED ADR 07725L102 9670 78966 SH SOLE 54799 0 24167 BELDEN INC COM 077454106 17804 333787 SH SOLE 329897 0 3890 BJS WHSL CLUB HLDGS INC COM 05550J101 225976 8735064 SH SOLE 7884245 0 850819 BLACK HILLS CORP COM 092113109 17634 229816 SH SOLE 227136 0 2680 BLACKROCK INC COM 09247X101 55147 123747 SH SOLE 64047 0 59700 BLUE BIRD CORP COM 095306106 25174 1322520 SH SOLE 1032680 0 289840 BOEING CO COM 097023105 46990 123505 SH SOLE 62973 0 60532 BOOT BARN HLDGS INC COM 099406100 24068 689635 SH SOLE 565775 0 123860 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 195535 2753242 SH SOLE 2424958 0 328284 BOSTON PRIVATE FINL HLDGS IN COM 101119105 14844 1273584 SH SOLE 1258694 0 14890 BRADY CORP CL A 104674106 31463 593087 SH SOLE 586169 0 6918 BRINKS CO COM 109696104 186110 2243641 SH SOLE 1991739 0 251902 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 381819 7191926 SH SOLE 5741479 0 1450447 BROWN & BROWN INC COM 115236101 1012 28070 SH SOLE 0 0 28070 BURLINGTON STORES INC COM 122017106 301700 1509859 SH SOLE 1328834 0 181025 BWX TECHNOLOGIES INC COM 05605H100 408900 7147348 SH SOLE 6326454 0 820894 CABLE ONE INC COM 12685J105 164497 131105 SH SOLE 118478 0 12627 CALAVO GROWERS INC COM 128246105 14959 157166 SH SOLE 152666 0 4500 CALLON PETE CO DEL COM 13123X102 16272 3749211 SH SOLE 3691509 0 57702 CAMECO CORP COM 13321L108 19323 2033982 SH SOLE 1600227 0 433755 CANADIAN NATL RY CO COM 136375102 301288 3353431 SH SOLE 2899081 0 454350 CANADIAN PAC RY LTD COM 13645T100 106262 477666 SH SOLE 391000 0 86666 CAREDX INC COM 14167L103 6290 278217 SH SOLE 270247 0 7970 CARMAX INC COM 143130102 13839 157267 SH SOLE 94162 0 63105 CARPENTER TECHNOLOGY CORP COM 144285103 15140 293072 SH SOLE 289662 0 3410 CARTERS INC COM 146229109 28271 309953 SH SOLE 306328 0 3625 CASELLA WASTE SYS INC CL A 147448104 17761 413616 SH SOLE 401656 0 11960 CATALENT INC COM 148806102 97348 2042550 SH SOLE 1880253 0 162297 CAVCO INDS INC DEL COM 149568107 17750 92406 SH SOLE 91325 0 1081 CBOE GLOBAL MARKETS INC COM 12503M108 226451 1970679 SH SOLE 1728855 0 241824 CENTENE CORP DEL COM 15135B101 14468 334449 SH SOLE 213502 0 120947 CENTENNIAL RESOURCE DEV INC CL A 15136A102 4978 1102554 SH SOLE 633727 0 468827 CHECK POINT SOFTWARE TECH LT ORD M22465104 181272 1655453 SH SOLE 1432021 0 223432 CINEMARK HOLDINGS INC COM 17243V102 13679 354024 SH SOLE 349904 0 4120 CNO FINL GROUP INC COM 12621E103 12342 779653 SH SOLE 770573 0 9080 COCA COLA CO COM 191216100 53269 978488 SH SOLE 953803 0 24685 CODEXIS INC COM 192005106 15653 1141295 SH SOLE 890353 0 250942 COLLIERS INTL GROUP INC SUB VTG SHS 194693107 77116 1027525 SH SOLE 953775 0 73750 COLUMBIA PPTY TR INC COM NEW 198287203 10336 488695 SH SOLE 482985 0 5710 CONAGRA BRANDS INC COM 205887102 15024 489690 SH SOLE 312414 0 177276 CONCHO RES INC COM 20605P101 395 5823 SH SOLE 5823 0 0 CONMED CORP COM 207410101 25668 266960 SH SOLE 263845 0 3115 CONTINENTAL BLDG PRODS INC COM 211171103 17830 653340 SH SOLE 645695 0 7645 COPART INC COM 217204106 260957 3248567 SH SOLE 2892420 0 356147 CORESITE RLTY CORP COM 21870Q105 19637 161157 SH SOLE 118235 0 42922 COSTAR GROUP INC COM 22160N109 81503 137396 SH SOLE 88814 0 48582 COSTCO WHSL CORP NEW COM 22160K105 38947 135182 SH SOLE 131753 0 3429 COTT CORP QUE COM 22163N106 2218 177838 SH SOLE 2553 0 175285 CRACKER BARREL OLD CTRY STOR COM 22410J106 19032 117014 SH SOLE 115644 0 1370 CREDICORP LTD COM G2519Y108 157172 754039 SH SOLE 641980 0 112059 CROWN HOLDINGS INC COM 228368106 199941 3026660 SH SOLE 2687364 0 339296 CRYOLIFE INC COM 228903100 14880 548079 SH SOLE 532383 0 15696 CTRIP COM INTL LTD SPONSORED ADS 22943F100 1815 61951 SH SOLE 14989 0 46962 CURTISS WRIGHT CORP COM 231561101 31535 243762 SH SOLE 240918 0 2844 CYBERARK SOFTWARE LTD SHS M2682V108 28489 285404 SH SOLE 230564 0 54840 DANA INCORPORATED COM 235825205 12487 864752 SH SOLE 854622 0 10130 DARLING INGREDIENTS INC COM 237266101 28175 1472826 SH SOLE 1444517 0 28309 DIAGEO P L C SPON ADR NEW 25243Q205 6877 42056 SH SOLE 42056 0 0 DICKS SPORTING GOODS INC COM 253393102 16605 406885 SH SOLE 402146 0 4739 DINE BRANDS GLOBAL INC COM 254423106 15215 200565 SH SOLE 165481 0 35084 DOLBY LABORATORIES INC COM CL A 25659T107 37318 577313 SH SOLE 392574 0 184739 DOMINOS PIZZA INC COM 25754A201 35934 146915 SH SOLE 76160 0 70755 DONALDSON INC COM 257651109 2183 41919 SH SOLE 41919 0 0 DOUGLAS DYNAMICS INC COM 25960R105 24835 557217 SH SOLE 436832 0 120385 DOUGLAS EMMETT INC COM 25960P109 3415 79736 SH SOLE 2514 0 77222 EAGLE MATERIALS INC COM 26969P108 1939 21544 SH SOLE 309 0 21235 EAST WEST BANCORP INC COM 27579R104 155369 3508000 SH SOLE 3121643 0 386357 ENCOMPASS HEALTH CORP COM 29261A100 294293 4650653 SH SOLE 4138764 0 511889 ENCORE CAP GROUP INC COM 292554102 113513 3406256 SH SOLE 3047961 0 358295 EOG RES INC COM 26875P101 780 10509 SH SOLE 10509 0 0 EPAM SYS INC COM 29414B104 16525 90635 SH SOLE 57878 0 32757 EQUIFAX INC COM 294429105 47072 334624 SH SOLE 272714 0 61910 EQUITY COMWLTH COM SH BEN INT 294628102 10647 310861 SH SOLE 307231 0 3630 ESCO TECHNOLOGIES INC COM 296315104 34473 433300 SH SOLE 425381 0 7919 ETSY INC COM 29786A106 6885 121851 SH SOLE 118365 0 3486 EURONET WORLDWIDE INC COM 298736109 289890 1981475 SH SOLE 1767521 0 213954 F M C CORP COM NEW 302491303 4218 48110 SH SOLE 1143 0 46967 FACEBOOK INC CL A 30303M102 64631 362930 SH SOLE 188147 0 174783 FIDELITY NATL INFORMATION SV COM 31620M106 96947 730246 SH SOLE 497756 0 232490 FIRSTCASH INC COM 33767D105 177977 1941499 SH SOLE 1756686 0 184813 FIRSTSERVICE CORP NEW COM 33767E202 149577 1458292 SH SOLE 1324332 0 133960 FNB CORP PA COM 302520101 15925 1381201 SH SOLE 1365113 0 16088 FOOT LOCKER INC COM 344849104 20006 463533 SH SOLE 458138 0 5395 FORTIVE CORP COM 34959J108 24700 360273 SH SOLE 293964 0 66309 FTI CONSULTING INC COM 302941109 24655 232621 SH SOLE 229901 0 2720 GALLAGHER ARTHUR J & CO COM 363576109 28109 313820 SH SOLE 169972 0 143848 GENPACT LIMITED SHS G3922B107 11512 297086 SH SOLE 204080 0 93006 GLACIER BANCORP INC NEW COM 37637Q105 22821 564042 SH SOLE 552302 0 11740 GLAUKOS CORP COM 377322102 149590 2393059 SH SOLE 2207699 0 185360 GLOBAL PMTS INC COM 37940X102 27274 171535 SH SOLE 109414 0 62121 GLOBAL X FDS MSCI GREECE ETF 37950E366 46164 4947900 SH SOLE 4947900 0 0 GLOBANT S A COM L44385109 103736 1132738 SH SOLE 877478 0 255260 GODADDY INC CL A 380237107 175473 2659484 SH SOLE 2365865 0 293619 GRAND CANYON ED INC COM 38526M106 270336 2752916 SH SOLE 2498402 0 254514 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 40566 266005 SH SOLE 218097 0 47908 GSX TECHEDU INC SPONSORED ADS 36257Y109 9170 598961 SH SOLE 417421 0 181540 GUIDEWIRE SOFTWARE INC COM 40171V100 171647 1628835 SH SOLE 1391535 0 237300 HALOZYME THERAPEUTICS INC COM 40637H109 84002 5415995 SH SOLE 4995038 0 420957 HANCOCK WHITNEY CORPORATION COM 410120109 19786 516674 SH SOLE 510644 0 6030 HANGER INC COM NEW 41043F208 22392 1098739 SH SOLE 851479 0 247260 HANOVER INS GROUP INC COM 410867105 18733 138208 SH SOLE 136598 0 1610 HDFC BANK LTD SPONSORED ADS 40415F101 161566 2831868 SH SOLE 2245240 0 586628 HEALTHCARE RLTY TR COM 421946104 26951 804513 SH SOLE 696484 0 108029 HEALTHCARE SVCS GRP INC COM 421906108 132089 5438007 SH SOLE 4878995 0 559012 HEICO CORP NEW CL A 422806208 130505 1341129 SH SOLE 1231302 0 109827 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 13227 1641062 SH SOLE 1621892 0 19170 HIGHWOODS PPTYS INC COM 431284108 19699 438343 SH SOLE 433223 0 5120 HOME BANCSHARES INC COM 436893200 33971 1807430 SH SOLE 1774010 0 33420 HORACE MANN EDUCATORS CORP N COM 440327104 12467 269081 SH SOLE 265936 0 3145 HORIZON THERAPEUTICS PUB LTD SHS G46188101 227110 8340441 SH SOLE 7519815 0 820626 HUAZHU GROUP LTD SPONSORED ADS 44332N106 152665 4623332 SH SOLE 4007426 0 615906 IAA INC COM 449253103 123913 2969390 SH SOLE 2648902 0 320488 IBERIABANK CORP COM 450828108 19340 256029 SH SOLE 253044 0 2985 ICICI BK LTD ADR 45104G104 9266 760501 SH SOLE 760501 0 0 ICON PLC SHS G4705A100 75675 513609 SH SOLE 421201 0 92408 IDACORP INC COM 451107106 22022 195456 SH SOLE 142274 0 53182 IDEXX LABS INC COM 45168D104 42929 157867 SH SOLE 87064 0 70803 ILLUMINA INC COM 452327109 20742 68182 SH SOLE 35314 0 32868 IMAX CORP COM 45245E109 11883 541378 SH SOLE 535048 0 6330 INFOSYS LTD SPONSORED ADR 456788108 24796 2180339 SH SOLE 2180339 0 0 INGEVITY CORP COM 45688C107 3569 42063 SH SOLE 604 0 41459 INPHI CORP COM 45772F107 9694 158790 SH SOLE 156937 0 1853 INSPIRE MED SYS INC COM 457730109 68226 1118100 SH SOLE 1035437 0 82663 INSULET CORP COM 45784P101 270553 1640410 SH SOLE 1487087 0 153323 INTEGER HLDGS CORP COM 45826H109 19306 255499 SH SOLE 252514 0 2985 INTERCONTINENTAL EXCHANGE IN COM 45866F104 109536 1187126 SH SOLE 857101 0 330025 INTERCORP FINL SVCS INC SHS P5626F128 21485 521095 SH SOLE 356296 0 164799 INTUIT COM 461202103 24073 90519 SH SOLE 86871 0 3648 INTUITIVE SURGICAL INC COM NEW 46120E602 37079 68674 SH SOLE 37970 0 30704 ISHARES INC MSCI BRAZIL ETF 464286400 50067 1188400 SH SOLE 1188400 0 0 ISHARES INC MSCI MLY ETF NEW 46434G814 15855 569300 SH SOLE 569300 0 0 ISHARES INC CORE MSCI EMKT 46434G103 66113 1348700 SH SOLE 1348700 0 0 ISHARES TR MSCI INDIA SM CP 46429B614 844 24004 SH SOLE 24004 0 0 ISHARES TR IBOXX INV CP ETF 464287242 50480 395980 SH SOLE 395980 0 0 ISHARES TR JPMORGAN USD EMG 464288281 91 800 SH SOLE 800 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1658 8601 SH SOLE 8601 0 0 ISHARES TR RUS MD CP GR ETF 464287481 263 1860 SH SOLE 1860 0 0 J & J SNACK FOODS CORP COM 466032109 23924 124606 SH SOLE 123156 0 1450 J2 GLOBAL INC COM 48123V102 220809 2431287 SH SOLE 2162449 0 268838 JOHN BEAN TECHNOLOGIES CORP COM 477839104 19047 191558 SH SOLE 148047 0 43511 JONES LANG LASALLE INC COM 48020Q107 74295 534269 SH SOLE 472388 0 61881 JPMORGAN CHASE & CO COM 46625H100 61152 519606 SH SOLE 269707 0 249899 KNOWLES CORP COM 49926D109 16681 820132 SH SOLE 593402 0 226730 KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303 4052 87847 SH SOLE 87847 0 0 LAM RESEARCH CORP COM 512807108 21634 93608 SH SOLE 89847 0 3761 LAMB WESTON HLDGS INC COM 513272104 246812 3393998 SH SOLE 2957367 0 436631 LAUDER ESTEE COS INC CL A 518439104 89086 447781 SH SOLE 310540 0 137241 LAUREATE EDUCATION INC CL A 518613203 29522 1781123 SH SOLE 1739675 0 41448 LENNOX INTL INC COM 526107107 869 3575 SH SOLE 3575 0 0 LHC GROUP INC COM 50187A107 20543 180903 SH SOLE 141476 0 39427 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 133000 1336143 SH SOLE 1236172 0 99971 LINDE PLC SHS G5494J103 37232 192196 SH SOLE 186699 0 5497 LITHIA MTRS INC CL A 536797103 18681 141115 SH SOLE 137075 0 4040 LITTELFUSE INC COM 537008104 14113 79595 SH SOLE 77315 0 2280 LIVE NATION ENTERTAINMENT IN COM 538034109 261003 3934316 SH SOLE 3536723 0 397593 LIVEPERSON INC COM 538146101 13705 383884 SH SOLE 372894 0 10990 LIVERAMP HLDGS INC COM 53815P108 11687 272050 SH SOLE 268875 0 3175 LOCKHEED MARTIN CORP COM 539830109 49880 127877 SH SOLE 65325 0 62552 LULULEMON ATHLETICA INC COM 550021109 63097 327727 SH SOLE 252019 0 75708 LUXFER HOLDINGS PLC SHS G5698W116 19908 1277777 SH SOLE 1074924 0 202853 MAGELLAN HEALTH INC COM NEW 559079207 10253 165109 SH SOLE 163179 0 1930 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 1922 84716 SH SOLE 84716 0 0 MARTIN MARIETTA MATLS INC COM 573284106 278379 1015610 SH SOLE 932532 0 83078 MASTERCARD INC CL A 57636Q104 144838 533334 SH SOLE 386365 0 146969 MATSON INC COM 57686G105 16723 445823 SH SOLE 440608 0 5215 MAXIMUS INC COM 577933104 32368 418954 SH SOLE 312108 0 106846 MAXLINEAR INC COM 57776J100 26772 1196253 SH SOLE 1156837 0 39416 MCDONALDS CORP COM 580135101 20386 94945 SH SOLE 91136 0 3809 MEDIFAST INC COM 58470H101 6137 59223 SH SOLE 57513 0 1710 MERCADOLIBRE INC COM 58733R102 57732 104733 SH SOLE 72657 0 32076 MERCURY SYS INC COM 589378108 16397 202010 SH SOLE 196166 0 5844 METTLER TOLEDO INTERNATIONAL COM 592688105 9658 13711 SH SOLE 8755 0 4956 MICROCHIP TECHNOLOGY INC COM 595017104 28514 306904 SH SOLE 202127 0 104777 MICROSOFT CORP COM 594918104 147948 1064148 SH SOLE 1035468 0 28680 MIDDLEBY CORP COM 596278101 168110 1438069 SH SOLE 1276387 0 161682 MINERALS TECHNOLOGIES INC COM 603158106 10265 193360 SH SOLE 191108 0 2252 MOBILEIRON INC COM NEW 60739U204 8024 1225926 SH SOLE 1190523 0 35403 MONSTER BEVERAGE CORP NEW COM 61174X109 20371 350868 SH SOLE 336775 0 14093 NATIONAL BK HLDGS CORP CL A 633707104 15662 458084 SH SOLE 452749 0 5335 NATIONAL INSTRS CORP COM 636518102 97383 2319202 SH SOLE 2140329 0 178873 NETEASE INC SPONSORED ADS 64110W102 279164 1048768 SH SOLE 924990 0 123778 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 46133 416511 SH SOLE 287726 0 128785 NEWPARK RES INC COM PAR $.01NEW 651718504 10940 1435691 SH SOLE 1418921 0 16770 NEXTERA ENERGY INC COM 65339F101 54365 233335 SH SOLE 120838 0 112497 NICE LTD SPONSORED ADR 653656108 182038 1265910 SH SOLE 1125967 0 139943 NIKE INC CL B 654106103 1064 11332 SH SOLE 11332 0 0 NORDSON CORP COM 655663102 3652 24971 SH SOLE 359 0 24612 NOVANTA INC COM 67000B104 73336 897403 SH SOLE 824007 0 73396 NOVARTIS A G SPONSORED ADR 66987V109 4309 49582 SH SOLE 49582 0 0 NOVO-NORDISK A S ADR 670100205 3577 69184 SH SOLE 69184 0 0 NVR INC COM 62944T105 10528 2832 SH SOLE 0 0 2832 NXP SEMICONDUCTORS N V COM N6596X109 5762 52806 SH SOLE 52806 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 2776 6967 SH SOLE 6967 0 0 OCEANFIRST FINL CORP COM 675234108 13645 578179 SH SOLE 571429 0 6750 ONE GAS INC COM 68235P108 19690 204874 SH SOLE 202484 0 2390 ONESPAWORLD HOLDINGS LIMITED COM P73684113 15798 1017240 SH SOLE 988110 0 29130 ORBCOMM INC COM 68555P100 8673 1822141 SH SOLE 1769957 0 52184 ORION ENGINEERED CARBONS S A COM L72967109 15691 939028 SH SOLE 720255 0 218773 OUTFRONT MEDIA INC COM 69007J106 2353 84696 SH SOLE 1391 0 83305 PACWEST BANCORP DEL COM 695263103 15907 437734 SH SOLE 432634 0 5100 PAGSEGURO DIGITAL LTD COM CL A G68707101 30452 657574 SH SOLE 456272 0 201302 PARSLEY ENERGY INC CL A 701877102 65561 3902453 SH SOLE 3273923 0 628530 PAYPAL HLDGS INC COM 70450Y103 91717 885385 SH SOLE 628732 0 256653 PDC ENERGY INC COM 69327R101 13693 493447 SH SOLE 487662 0 5785 PEBBLEBROOK HOTEL TR COM 70509V100 19032 684100 SH SOLE 676126 0 7974 PENUMBRA INC COM 70975L107 157729 1172792 SH SOLE 1080432 0 92360 PERSPECTA INC COM 715347100 104425 3997899 SH SOLE 3537009 0 460890 PNM RES INC COM 69349H107 19404 372583 SH SOLE 368228 0 4355 POLYONE CORP COM 73179P106 11097 339866 SH SOLE 335911 0 3955 PORTOLA PHARMACEUTICALS INC COM 737010108 183957 6858941 SH SOLE 6231829 0 627112 PRIMO WTR CORP COM 74165N105 14621 1190654 SH SOLE 1168277 0 22377 PROLOGIS INC COM 74340W103 24175 283676 SH SOLE 222691 0 60985 PROOFPOINT INC COM 743424103 108055 837311 SH SOLE 768780 0 68531 PURE STORAGE INC CL A 74624M102 218443 12895124 SH SOLE 11485665 0 1409459 QIAGEN NV SHS NEW N72482123 62293 1889374 SH SOLE 1549391 0 339983 QUALYS INC COM 74758T303 92288 1221223 SH SOLE 1125425 0 95798 QUINSTREET INC COM 74874Q100 12950 1028611 SH SOLE 999151 0 29460 RADIAN GROUP INC COM 750236101 20673 905128 SH SOLE 894583 0 10545 RAYTHEON CO COM NEW 755111507 43335 220884 SH SOLE 214437 0 6447 RELX PLC SPONSORED ADR 759530108 4497 189566 SH SOLE 189566 0 0 RENASANT CORP COM 75970E107 15603 445659 SH SOLE 440454 0 5205 REPAY HLDGS CORP COM CL A 76029L100 17135 1285425 SH SOLE 1248615 0 36810 REXFORD INDL RLTY INC COM 76169C100 4291 97483 SH SOLE 1600 0 95883 RITCHIE BROS AUCTIONEERS COM 767744105 138476 3470567 SH SOLE 3216004 0 254563 ROGERS CORP COM 775133101 111957 818941 SH SOLE 736704 0 82237 ROPER TECHNOLOGIES INC COM 776696106 61794 173287 SH SOLE 91835 0 81452 ROSS STORES INC COM 778296103 19258 175308 SH SOLE 111918 0 63390 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 5739 97527 SH SOLE 97527 0 0 SABRE CORP COM 78573M104 204604 9136130 SH SOLE 7943524 0 1192606 SALESFORCE COM INC COM 79466L302 71685 482925 SH SOLE 249396 0 233529 SANDY SPRING BANCORP INC COM 800363103 13378 396848 SH SOLE 392208 0 4640 SAP SE SPON ADR 803054204 5723 48555 SH SOLE 48555 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 25027 103783 SH SOLE 66212 0 37571 SEA LTD SPONSORED ADS 81141R100 33487 1081955 SH SOLE 753949 0 328006 SEACOAST BKG CORP FLA COM NEW 811707801 15752 622357 SH SOLE 615087 0 7270 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4172 64450 SH SOLE 64450 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 25489 415000 SH SOLE 415000 0 0 SELECTIVE INS GROUP INC COM 816300107 21126 280973 SH SOLE 277698 0 3275 SEMTECH CORP COM 816850101 12532 257810 SH SOLE 254800 0 3010 SENSIENT TECHNOLOGIES CORP COM 81725T100 14035 204439 SH SOLE 202059 0 2380 SERVICE CORP INTL COM 817565104 17445 364879 SH SOLE 199899 0 164980 SHOPIFY INC CL A 82509L107 6987 22420 SH SOLE 0 0 22420 SIGNATURE BK NEW YORK N Y COM 82669G104 107746 903754 SH SOLE 755532 0 148222 SILGAN HOLDINGS INC COM 827048109 13118 436741 SH SOLE 431627 0 5114 SIMPSON MANUFACTURING CO INC COM 829073105 17789 256434 SH SOLE 253446 0 2988 SIMULATIONS PLUS INC COM 829214105 13362 385083 SH SOLE 374058 0 11025 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 98553 1331435 SH SOLE 1231018 0 100417 SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 9763 727524 SH SOLE 719029 0 8495 SOUTH JERSEY INDS INC COM 838518108 16933 514523 SH SOLE 508508 0 6015 SOUTHWEST AIRLS CO COM 844741108 17493 323892 SH SOLE 167829 0 156063 SPDR S&P 500 ETF TR TR UNIT 78462F103 729253 2457300 SH SOLE 2457300 0 0 SPDR SERIES TRUST BLOOMBERG BRCLYS 78468R622 19126 175890 SH SOLE 175890 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 4068 77166 SH SOLE 1108 0 76058 STARBUCKS CORP COM 855244109 28157 318448 SH SOLE 305671 0 12777 STERIS PLC SHS USD G8473T100 151434 1048061 SH SOLE 938163 0 109898 STERLING BANCORP DEL COM 85917A100 17227 858784 SH SOLE 848779 0 10005 STONECO LTD COM CL A G85158106 24790 712755 SH SOLE 494560 0 218195 STRYKER CORP COM 863667101 38526 178112 SH SOLE 172750 0 5362 SVB FINL GROUP COM 78486Q101 18617 89098 SH SOLE 36359 0 52739 TABULA RASA HEALTHCARE INC COM 873379101 16520 300685 SH SOLE 291995 0 8690 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 805149 17322305 SH SOLE 14214201 0 3108104 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 32661 260576 SH SOLE 164354 0 96222 TAL EDUCATION GROUP SPONSORED ADS 874080104 44701 1305474 SH SOLE 1245844 0 59630 TALOS ENERGY INC COM 87484T108 4663 229356 SH SOLE 226677 0 2679 TELEDYNE TECHNOLOGIES INC COM 879360105 247202 767731 SH SOLE 696976 0 70755 TELEFLEX INC COM 879369106 231142 680331 SH SOLE 593797 0 86534 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 79457 6222012 SH SOLE 5768561 0 453451 TERRENO RLTY CORP COM 88146M101 24356 476725 SH SOLE 395941 0 80784 TEXAS INSTRS INC COM 882508104 52225 404090 SH SOLE 392181 0 11909 THERMO FISHER SCIENTIFIC INC COM 883556102 57308 196752 SH SOLE 101823 0 94929 TORO CO COM 891092108 2745 37446 SH SOLE 538 0 36908 TORONTO DOMINION BK ONT COM NEW 891160509 248453 4258778 SH SOLE 3686792 0 571986 TRANSUNION COM 89400J107 250539 3088878 SH SOLE 2836859 0 252019 TREX CO INC COM 89531P105 333170 3664023 SH SOLE 3328699 0 335324 ULTA BEAUTY INC COM 90384S303 57046 227592 SH SOLE 140505 0 87087 UMPQUA HLDGS CORP COM 904214103 12586 764638 SH SOLE 755733 0 8905 UNION PACIFIC CORP COM 907818108 64037 395341 SH SOLE 204649 0 190692 UNITEDHEALTH GROUP INC COM 91324P102 131122 603357 SH SOLE 441840 0 161517 VAIL RESORTS INC COM 91879Q109 225403 990523 SH SOLE 805502 0 185021 VANECK VECTORS ETF TR RUSSIA ETF 92189F403 3677 161200 SH SOLE 161200 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2638 21674 SH SOLE 0 0 21674 VARONIS SYS INC COM 922280102 17658 295375 SH SOLE 287696 0 7679 VEDANTA LTD SPONSORED ADR 92242Y100 1342 154473 SH SOLE 154473 0 0 VEEVA SYS INC CL A COM 922475108 62938 412194 SH SOLE 316403 0 95791 VERACYTE INC COM 92337F107 70265 2927695 SH SOLE 2730592 0 197103 VERISK ANALYTICS INC COM 92345Y106 8508 53801 SH SOLE 34355 0 19446 VERRA MOBILITY CORP COM 92511U102 23623 1646212 SH SOLE 1258141 0 388071 VIAVI SOLUTIONS INC COM 925550105 18138 1295109 SH SOLE 1279988 0 15121 VICI PPTYS INC COM 925652109 4778 210943 SH SOLE 3459 0 207484 VIRTU FINL INC CL A 928254101 125617 7678308 SH SOLE 6867483 0 810825 VULCAN MATLS CO COM 929160109 29601 195725 SH SOLE 124891 0 70834 WASTE CONNECTIONS INC COM 94106B101 16394 178192 SH SOLE 113685 0 64507 WATTS WATER TECHNOLOGIES INC CL A 942749102 27793 296522 SH SOLE 293047 0 3475 WAYFAIR INC CL A 94419L101 120920 1078483 SH SOLE 962444 0 116039 WEIBO CORP SPONSORED ADR 948596101 2449 54727 SH SOLE 13316 0 41411 WESTERN ALLIANCE BANCORP COM 957638109 21665 470153 SH SOLE 328933 0 141220 WEX INC COM 96208T104 174812 865108 SH SOLE 741847 0 123261 WILLDAN GROUP INC COM 96924N100 9171 261436 SH SOLE 253954 0 7482 WINTRUST FINL CORP COM 97650W108 5642 87291 SH SOLE 1253 0 86038 WISDOMTREE TR INDIA ERNGS FD 97717W422 10668 447311 SH SOLE 447311 0 0 WISDOMTREE TR EM LCL DEBT FD 97717X867 91 2650 SH SOLE 2650 0 0 WIX COM LTD SHS M98068105 46438 397790 SH SOLE 319947 0 77843 WNS HOLDINGS LTD SPON ADR 92932M101 17013 289581 SH SOLE 281291 0 8290 WOLVERINE WORLD WIDE INC COM 978097103 13489 477304 SH SOLE 471744 0 5560 WORLD WRESTLING ENTMT INC CL A 98156Q108 111557 1567918 SH SOLE 1385971 0 181947 WSFS FINL CORP COM 929328102 16044 363815 SH SOLE 359575 0 4240 XYLEM INC COM 98419M100 11941 149980 SH SOLE 95683 0 54297 YANDEX N V SHS CLASS A N97284108 145167 4146436 SH SOLE 3452626 0 693810 YUM CHINA HLDGS INC COM 98850P109 40701 895898 SH SOLE 619081 0 276817 ZOETIS INC CL A 98978V103 104325 837348 SH SOLE 611691 0 225657 ZYNGA INC CL A 98986T108 957 164504 SH SOLE 0 0 164504