0001644956-20-000006.txt : 20200812 0001644956-20-000006.hdr.sgml : 20200812 20200812121852 ACCESSION NUMBER: 0001644956-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200812 DATE AS OF CHANGE: 20200812 EFFECTIVENESS DATE: 20200812 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: 201094830 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 06-30-2020 06-30-2020 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 312-216-1600 /s/ Stephanie Braming Chicago IL 08-12-2020 0 341 24566283 false
INFORMATION TABLE 2 WBIMInfoTable.xml AARONS INC COM PAR $0.50 002535300 23248 512066 SH SOLE 461537 0 50529 ABBOTT LABS COM 002824100 60005 656297 SH SOLE 630797 0 25500 ABIOMED INC COM 003654100 139173 576142 SH SOLE 507693 0 68449 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 75398 351148 SH SOLE 335214 0 15934 ACTIVISION BLIZZARD INC COM 00507V109 67257 886122 SH SOLE 851897 0 34225 ADOBE INC COM 00724F101 177188 407038 SH SOLE 305824 0 101214 ADTALEM GLOBAL ED INC COM 00737L103 7511 241124 SH SOLE 241124 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 200785 1409515 SH SOLE 1225337 0 184178 ADVANCED MICRO DEVICES INC COM 007903107 64217 1220623 SH SOLE 1171228 0 49395 AERIE PHARMACEUTICALS INC COM 00771V108 20281 1374067 SH SOLE 1238656 0 135411 AGILENT TECHNOLOGIES INC COM 00846U101 43032 486950 SH SOLE 376383 0 110567 AGILYSYS INC COM 00847J105 13934 776706 SH SOLE 700104 0 76602 AGREE REALTY CORP COM 008492100 10126 154106 SH SOLE 154106 0 0 ALARM COM HLDGS INC COM 011642105 145055 2238155 SH SOLE 2033657 0 204498 ALBANY INTL CORP CL A 012348108 17049 290391 SH SOLE 261731 0 28660 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3515 16295 SH SOLE 16295 0 0 ALIGN TECHNOLOGY INC COM 016255101 16731 60965 SH SOLE 42966 0 17999 ALLEGION PLC ORD SHS G0176J109 29991 293396 SH SOLE 144519 0 148877 ALPHABET INC CAP STK CL C 02079K107 25649 18144 SH SOLE 17064 0 1080 ALPHABET INC CAP STK CL A 02079K305 277027 195358 SH SOLE 148461 0 46897 AMAZON COM INC COM 023135106 425032 154063 SH SOLE 120440 0 33623 AMEDISYS INC COM 023436108 195959 987002 SH SOLE 894080 0 92922 AMERICAN ASSETS TR INC COM 024013104 8489 304907 SH SOLE 304907 0 0 AMERICAN SOFTWARE INC CL A 029683109 12029 763235 SH SOLE 687780 0 75455 AMERICOLD RLTY TR COM 03064D108 22605 622736 SH SOLE 522120 0 100616 AON PLC SHS CL A G0403H108 44172 229346 SH SOLE 220860 0 8486 APOLLO GLOBAL MGMT INC COM CL A 03768E105 42645 854264 SH SOLE 814319 0 39945 APTIV PLC SHS G6095L109 67412 865140 SH SOLE 468093 0 397047 ARCHROCK INC COM 03957W106 6271 966326 SH SOLE 966326 0 0 ARCO PLATFORM LTD COM CL A G04553106 17016 391352 SH SOLE 257188 0 134164 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 118379 2981840 SH SOLE 2659457 0 322383 ARISTA NETWORKS INC COM 040413106 35045 166857 SH SOLE 134609 0 32248 ARMSTRONG WORLD INDS INC COM 04247X102 11489 147374 SH SOLE 120685 0 26689 ASML HOLDING N V N Y REGISTRY SHS N07059210 3286 8928 SH SOLE 8928 0 0 ASPEN TECHNOLOGY INC COM 045327103 165855 1600758 SH SOLE 1428823 0 171935 ATLASSIAN CORP PLC CL A G06242104 174857 969973 SH SOLE 765649 0 204324 AVALARA INC COM 05338G106 193513 1454002 SH SOLE 1317085 0 136917 AVERY DENNISON CORP COM 053611109 8486 74377 SH SOLE 51851 0 22526 AXOGEN INC COM 05463X106 9198 995495 SH SOLE 897247 0 98248 BALL CORP COM 058498106 44163 635528 SH SOLE 496267 0 139261 BANC OF CALIFORNIA INC COM 05990K106 5966 550910 SH SOLE 550910 0 0 BANNER CORP COM NEW 06652V208 7766 204366 SH SOLE 204366 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 266288 7144840 SH SOLE 6337094 0 807746 BLACK HILLS CORP COM 092113109 10553 186253 SH SOLE 186253 0 0 BLACKROCK INC COM 09247X101 55419 101856 SH SOLE 51306 0 50550 BLUE BIRD CORP COM 095306106 18289 1220056 SH SOLE 1018155 0 201901 BOOT BARN HLDGS INC COM 099406100 37723 1749661 SH SOLE 1461264 0 288397 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 182900 2351198 SH SOLE 2059385 0 291813 BOSTON PRIVATE FINL HLDGS IN COM 101119105 8615 1252123 SH SOLE 1252123 0 0 BRADY CORP CL A 104674106 19076 407429 SH SOLE 407429 0 0 BRIGHAM MINERALS INC CL A COM 10918L103 7016 568099 SH SOLE 568099 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 177697 1516185 SH SOLE 1357313 0 158872 BRINKS CO COM 109696104 178953 3932173 SH SOLE 3527358 0 404815 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 232159 7056509 SH SOLE 5674385 0 1382124 BROOKS AUTOMATION INC NEW COM 114340102 160815 3635054 SH SOLE 3249782 0 385272 BROWN & BROWN INC COM 115236101 403 9878 SH SOLE 0 0 9878 BURLINGTON STORES INC COM 122017106 192490 977452 SH SOLE 859428 0 118024 BWX TECHNOLOGIES INC COM 05605H100 430586 7602146 SH SOLE 6717362 0 884784 CABLE ONE INC COM 12685J105 202305 113984 SH SOLE 101174 0 12810 CACTUS INC CL A 127203107 4099 198674 SH SOLE 198674 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 30180 314505 SH SOLE 221718 0 92787 CAMECO CORP COM 13321L108 153360 14961907 SH SOLE 13369183 0 1592724 CANADIAN NATL RY CO COM 136375102 302551 3419466 SH SOLE 2943491 0 475975 CAREDX INC COM 14167L103 8608 242957 SH SOLE 218982 0 23975 CARMAX INC COM 143130102 1960 21892 SH SOLE 21892 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 6765 278618 SH SOLE 278618 0 0 CARTERS INC COM 146229109 6198 76800 SH SOLE 76800 0 0 CASELLA WASTE SYS INC CL A 147448104 27597 529490 SH SOLE 477236 0 52254 CASEYS GEN STORES INC COM 147528103 5315 35545 SH SOLE 35545 0 0 CAVCO INDS INC DEL COM 149568107 10433 54097 SH SOLE 54097 0 0 CBOE GLOBAL MARKETS INC COM 12503M108 7379 79111 SH SOLE 55176 0 23935 CELANESE CORP DEL COM 150870103 5005 57968 SH SOLE 40843 0 17125 CENTENE CORP DEL COM 15135B101 18547 291854 SH SOLE 205627 0 86227 CHESAPEAKE UTILS CORP COM 165303108 580 6905 SH SOLE 6905 0 0 CNO FINL GROUP INC COM 12621E103 9483 609042 SH SOLE 609042 0 0 CNX RESOURCES CORPORATION COM 12653C108 3796 438787 SH SOLE 438787 0 0 COCA COLA CO COM 191216100 61581 1378276 SH SOLE 1326090 0 52186 CODEXIS INC COM 192005106 26112 2290483 SH SOLE 1943314 0 347169 COLLIERS INTL GROUP INC SUB VTG SHS 194693107 18553 323726 SH SOLE 289126 0 34600 CONAGRA BRANDS INC COM 205887102 16342 464665 SH SOLE 327380 0 137285 CONMED CORP COM 207410101 13094 181891 SH SOLE 181891 0 0 COPART INC COM 217204106 211430 2539084 SH SOLE 2262994 0 276090 CORESITE RLTY CORP COM 21870Q105 25282 208842 SH SOLE 180869 0 27973 COSTAR GROUP INC COM 22160N109 92455 130095 SH SOLE 84904 0 45191 COSTCO WHSL CORP NEW COM 22160K105 40995 135203 SH SOLE 130607 0 4596 COUPA SOFTWARE INC COM 22266L106 130957 472699 SH SOLE 416345 0 56354 CREDICORP LTD COM G2519Y108 52977 396325 SH SOLE 382668 0 13657 CREE INC COM 225447101 121420 2051366 SH SOLE 1835964 0 215402 CROWN HLDGS INC COM 228368106 209438 3215693 SH SOLE 2866089 0 349604 CRYOLIFE INC COM 228903100 14675 765530 SH SOLE 689980 0 75550 CURTISS WRIGHT CORP COM 231561101 11682 130847 SH SOLE 130847 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 55604 560129 SH SOLE 442755 0 117374 DARLING INGREDIENTS INC COM 237266101 33682 1368074 SH SOLE 1277750 0 90324 DECKERS OUTDOOR CORP COM 243537107 9697 49378 SH SOLE 49378 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 2975 22140 SH SOLE 22140 0 0 DOLBY LABORATORIES INC COM CL A 25659T107 36050 547295 SH SOLE 409727 0 137568 DOMINOS PIZZA INC COM 25754A201 9513 25749 SH SOLE 18143 0 7606 DONALDSON INC COM 257651109 1950 41919 SH SOLE 41919 0 0 DOUGLAS DYNAMICS INC COM 25960R105 24126 686952 SH SOLE 577144 0 109808 DOUGLAS EMMETT INC COM 25960P109 10618 346329 SH SOLE 251213 0 95116 DRIL QUIP INC COM 262037104 2582 86684 SH SOLE 86684 0 0 DUCOMMUN INC DEL COM 264147109 25934 743727 SH SOLE 670389 0 73338 DUNKIN BRANDS GROUP INC COM 265504100 7941 121746 SH SOLE 121746 0 0 EAGLE MATERIALS INC COM 26969P108 8627 122861 SH SOLE 85680 0 37181 ECOLAB INC COM 278865100 3786 19029 SH SOLE 19029 0 0 EDWARDS LIFESCIENCES CORP COM 28176E108 41011 593414 SH SOLE 298175 0 295239 ENCOMPASS HEALTH CORP COM 29261A100 282600 4563219 SH SOLE 4047846 0 515373 ENCORE CAP GROUP INC COM 292554102 22252 651038 SH SOLE 536223 0 114815 ENTEGRIS INC COM 29362U104 94286 1596714 SH SOLE 1422958 0 173756 EPAM SYS INC COM 29414B104 21692 86075 SH SOLE 60648 0 25427 EQUIFAX INC COM 294429105 64167 373326 SH SOLE 336960 0 36366 EQUITY LIFESTYLE PPTYS INC COM 29472R108 9829 157319 SH SOLE 114076 0 43243 ESCO TECHNOLOGIES INC COM 296315104 24523 290108 SH SOLE 275093 0 15015 ETSY INC COM 29786A106 236780 2228940 SH SOLE 2024741 0 204199 EURONET WORLDWIDE INC COM 298736109 225601 2354428 SH SOLE 2072318 0 282110 EXACT SCIENCES CORP COM 30063P105 154686 1779225 SH SOLE 1579804 0 199421 F M C CORP COM NEW 302491303 6515 65399 SH SOLE 45696 0 19703 F N B CORP COM 302520101 8150 1086604 SH SOLE 1086604 0 0 FACEBOOK INC CL A 30303M102 100007 440423 SH SOLE 216675 0 223748 FEDERAL SIGNAL CORP COM 313855108 7460 250935 SH SOLE 250935 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 122391 912749 SH SOLE 662164 0 250585 FIRST AMERN FINL CORP COM 31847R102 5482 114157 SH SOLE 114157 0 0 FIRSTCASH INC COM 33767D105 144904 2147357 SH SOLE 1924714 0 222643 FIRSTSERVICE CORP NEW COM 33767E202 139685 1386448 SH SOLE 1253487 0 132961 FORRESTER RESH INC COM 346563109 13533 422371 SH SOLE 380686 0 41685 FORTIVE CORP COM 34959J108 64496 953237 SH SOLE 871182 0 82055 FTI CONSULTING INC COM 302941109 12202 106520 SH SOLE 106520 0 0 GALLAGHER ARTHUR J & CO COM 363576109 30481 312657 SH SOLE 222977 0 89680 GENERAC HLDGS INC COM 368736104 115074 943767 SH SOLE 842147 0 101620 GENMARK DIAGNOSTICS INC COM 372309104 9284 631106 SH SOLE 568877 0 62229 GIBRALTAR INDS INC COM 374689107 11502 239579 SH SOLE 239579 0 0 GLACIER BANCORP INC NEW COM 37637Q105 9985 282928 SH SOLE 282928 0 0 GLOBAL PMTS INC COM 37940X102 15204 89637 SH SOLE 63181 0 26456 GLOBANT S A COM L44385109 190202 1269282 SH SOLE 984083 0 285199 GODADDY INC CL A 380237107 186931 2549179 SH SOLE 2250123 0 299056 GRAND CANYON ED INC COM 38526M106 371549 4104152 SH SOLE 3677663 0 426489 GRID DYNAMICS HLDGS INC CL A 39813G109 15552 2253938 SH SOLE 2031311 0 222627 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 16012 142593 SH SOLE 110563 0 32030 GSX TECHEDU INC SPONSORED ADS 36257Y109 44959 749389 SH SOLE 598044 0 151345 GUIDEWIRE SOFTWARE INC COM 40171V100 34337 309760 SH SOLE 295263 0 14497 HALOZYME THERAPEUTICS INC COM 40637H109 176373 6578612 SH SOLE 5957502 0 621110 HANCOCK WHITNEY CORPORATION COM 410120109 10198 481057 SH SOLE 481057 0 0 HANGER INC COM NEW 41043F208 30843 1862481 SH SOLE 1547779 0 314702 HANOVER INS GROUP INC COM 410867105 11028 108835 SH SOLE 108835 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 110436 2427809 SH SOLE 1911417 0 516392 HEADHUNTER GROUP PLC SPONSORED ADS 42207L106 4213 180181 SH SOLE 118395 0 61786 HEALTH CATALYST INC COM 42225T107 19165 657027 SH SOLE 592183 0 64844 HEALTHCARE RLTY TR COM 421946104 23436 800140 SH SOLE 709723 0 90417 HEALTHEQUITY INC COM 42226A107 149089 2541151 SH SOLE 2279936 0 261215 HEICO CORP NEW CL A 422806208 110946 1365658 SH SOLE 1237452 0 128206 HELEN OF TROY CORP LTD COM G4388N106 123854 656843 SH SOLE 600051 0 56792 HIGHWOODS PPTYS INC COM 431284108 8321 222897 SH SOLE 222897 0 0 HOLLYFRONTIER CORP COM 436106108 5418 185558 SH SOLE 185558 0 0 HOME BANCSHARES INC COM 436893200 22716 1476993 SH SOLE 1404174 0 72819 HORACE MANN EDUCATORS CORP N COM 440327104 9695 263946 SH SOLE 263946 0 0 HORIZON THERAPEUTICS PUB LTD SHS G46188101 423496 7619578 SH SOLE 6755512 0 864066 IAA INC COM 449253103 16569 429587 SH SOLE 357876 0 71711 ICICI BANK LIMITED ADR 45104G104 2857 306770 SH SOLE 306770 0 0 ICON PLC SHS G4705A100 90041 534495 SH SOLE 433086 0 101409 IDACORP INC COM 451107106 19974 228609 SH SOLE 192595 0 36014 IDEXX LABS INC COM 45168D104 47604 144185 SH SOLE 72572 0 71613 ILLUMINA INC COM 452327109 76662 207000 SH SOLE 167242 0 39758 INFOSYS LTD SPONSORED ADR 456788108 16018 1655803 SH SOLE 1655803 0 0 INPHI CORP COM 45772F107 24226 206177 SH SOLE 193994 0 12183 INSMED INC COM PAR $.01 457669307 22566 819391 SH SOLE 738535 0 80856 INSULET CORP COM 45784P101 175113 901436 SH SOLE 806311 0 95125 INTEGER HLDGS CORP COM 45826H109 12727 174224 SH SOLE 174224 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 52910 577621 SH SOLE 290961 0 286660 INTERPUBLIC GROUP COS INC COM 460690100 3495 203648 SH SOLE 203648 0 0 INTUIT COM 461202103 53212 179654 SH SOLE 171253 0 8401 INTUITIVE SURGICAL INC COM NEW 46120E602 39415 69170 SH SOLE 37234 0 31936 IRHYTHM TECHNOLOGIES INC COM 450056106 165263 1426030 SH SOLE 1291496 0 134534 ISHARES INC MSCI BRAZIL ETF 464286400 2603 90500 SH SOLE 90500 0 0 ISHARES INC MSCI CHILE ETF 464286640 12232 485400 SH SOLE 485400 0 0 ISHARES INC CORE MSCI EMKT 46434G103 50661 1064300 SH SOLE 1064300 0 0 ISHARES TR IBOXX INV CP ETF 464287242 38675 287550 SH SOLE 287550 0 0 ISHARES TR MSCI EAFE ETF 464287465 63 1035 SH SOLE 1035 0 0 ISHARES TR RUS MD CP GR ETF 464287481 455 2876 SH SOLE 2876 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1237 5981 SH SOLE 5981 0 0 ISHARES TR JPMORGAN USD EMG 464288281 83 760 SH SOLE 760 0 0 ISHARES TR MBS ETF 464288588 64206 580000 SH SOLE 580000 0 0 J & J SNACK FOODS CORP COM 466032109 7383 58078 SH SOLE 58078 0 0 J2 GLOBAL INC COM 48123V102 141035 2231217 SH SOLE 1970949 0 260268 JOHN BEAN TECHNOLOGIES CORP COM 477839104 19439 225982 SH SOLE 191860 0 34122 JONES LANG LASALLE INC COM 48020Q107 93579 904495 SH SOLE 805704 0 98791 JPMORGAN CHASE & CO COM 46625H100 49123 522254 SH SOLE 262298 0 259956 KINGSOFT CLOUD HLDGS LTD ADS 49639K101 6810 216048 SH SOLE 141968 0 74080 KNOWLES CORP COM 49926D109 20406 1337195 SH SOLE 1106678 0 230517 LAM RESEARCH CORP COM 512807108 50569 156339 SH SOLE 149017 0 7322 LAMB WESTON HLDGS INC COM 513272104 177158 2771130 SH SOLE 2429877 0 341253 LAUDER ESTEE COS INC CL A 518439104 92152 488406 SH SOLE 343109 0 145297 LAUREATE EDUCATION INC CL A 518613203 22861 2294170 SH SOLE 2102848 0 191322 LHC GROUP INC COM 50187A107 37488 215053 SH SOLE 176897 0 38156 LIFE STORAGE INC COM 53223X107 11527 121397 SH SOLE 121397 0 0 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 166265 1486504 SH SOLE 1346030 0 140474 LINCOLN ELEC HLDGS INC COM 533900106 98498 1169258 SH SOLE 1043382 0 125876 LINDE PLC SHS G5494J103 38483 181428 SH SOLE 173733 0 7695 LITHIA MTRS INC CL A 536797103 16748 110671 SH SOLE 99734 0 10937 LITTELFUSE INC COM 537008104 19137 112156 SH SOLE 101091 0 11065 LIVE NATION ENTERTAINMENT IN COM 538034109 192388 4339894 SH SOLE 3889907 0 449987 LIVEPERSON INC COM 538146101 12565 303283 SH SOLE 273377 0 29906 LIVERAMP HLDGS INC COM 53815P108 7065 166355 SH SOLE 166355 0 0 LOCKHEED MARTIN CORP COM 539830109 47001 128799 SH SOLE 63481 0 65318 LPL FINL HLDGS INC COM 50212V100 26496 337955 SH SOLE 271847 0 66108 LULULEMON ATHLETICA INC COM 550021109 275402 882672 SH SOLE 681034 0 201638 LUXFER HOLDINGS PLC SHS G5698W116 25622 1810741 SH SOLE 1564013 0 246728 MAGELLAN HEALTH INC COM NEW 559079207 8212 112526 SH SOLE 112526 0 0 MARRIOTT INTL INC NEW CL A 571903202 21835 254697 SH SOLE 242787 0 11910 MARTIN MARIETTA MATLS INC COM 573284106 246605 1193809 SH SOLE 1073091 0 120718 MASIMO CORP COM 574795100 103136 452371 SH SOLE 409957 0 42414 MASTERCARD INCORPORATED CL A 57636Q104 227285 768635 SH SOLE 584679 0 183956 MAXIMUS INC COM 577933104 105033 1490894 SH SOLE 1310646 0 180248 MEDNAX INC COM 58502B106 10884 636486 SH SOLE 442840 0 193646 MERCADOLIBRE INC COM 58733R102 344227 349196 SH SOLE 285116 0 64080 MERCURY SYS INC COM 589378108 165589 2105120 SH SOLE 1903440 0 201680 MERIT MED SYS INC COM 589889104 44095 965936 SH SOLE 774180 0 191756 METTLER TOLEDO INTERNATIONAL COM 592688105 12724 15795 SH SOLE 11126 0 4669 MICROCHIP TECHNOLOGY INC. COM 595017104 27046 256821 SH SOLE 186043 0 70778 MICROSOFT CORP COM 594918104 304151 1494529 SH SOLE 1438798 0 55731 MINERALS TECHNOLOGIES INC COM 603158106 8558 182359 SH SOLE 182359 0 0 MONARCH CASINO & RESORT INC COM 609027107 4342 127400 SH SOLE 127400 0 0 MONGODB INC CL A 60937P106 137346 606811 SH SOLE 535406 0 71405 MURPHY USA INC COM 626755102 5549 49287 SH SOLE 49287 0 0 NATIONAL BK HLDGS CORP CL A 633707104 8422 311931 SH SOLE 311931 0 0 NATIONAL INSTRS CORP COM 636518102 142545 3682372 SH SOLE 3356285 0 326087 NATIONAL VISION HLDGS INC COM 63845R107 141119 4623817 SH SOLE 4110911 0 512906 NETEASE INC SPONSORED ADS 64110W102 466415 1086069 SH SOLE 928916 0 157153 NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 5318 40838 SH SOLE 18851 0 21987 NEXTERA ENERGY INC COM 65339F101 34532 143780 SH SOLE 73390 0 70390 NICE LTD SPONSORED ADR 653656108 281734 1488616 SH SOLE 1315754 0 172862 NIKE INC CL B 654106103 121079 1234870 SH SOLE 927985 0 306885 NOVANTA INC COM 67000B104 109066 1021501 SH SOLE 925244 0 96257 NOVO-NORDISK A S ADR 670100205 3984 60847 SH SOLE 60847 0 0 NVR INC COM 62944T105 9995 3067 SH SOLE 0 0 3067 NXP SEMICONDUCTORS N V COM N6596X109 2276 19958 SH SOLE 19958 0 0 OCEANEERING INTL INC COM 675232102 3172 496462 SH SOLE 371777 0 124685 OCEANFIRST FINL CORP COM 675234108 7923 449425 SH SOLE 449425 0 0 ONE GAS INC COM 68235P108 13285 172422 SH SOLE 172422 0 0 OPEN LENDING CORP COM CL A 68373J104 11814 782389 SH SOLE 705179 0 77210 ORION ENGINEERED CARBONS S A COM L72967109 24701 2332476 SH SOLE 1903769 0 428707 PACWEST BANCORP DEL COM 695263103 7792 395332 SH SOLE 395332 0 0 PAE INC COM CL A 69290Y109 26907 2814549 SH SOLE 2536769 0 277780 PARSLEY ENERGY INC CL A 701877102 9788 916512 SH SOLE 754310 0 162202 PAYPAL HLDGS INC COM 70450Y103 200277 1149498 SH SOLE 896410 0 253088 PDC ENERGY INC COM 69327R101 4247 341398 SH SOLE 341398 0 0 PDF SOLUTIONS INC COM 693282105 9371 479112 SH SOLE 431880 0 47232 PENUMBRA INC COM 70975L107 227426 1271813 SH SOLE 1154114 0 117699 PERSPECTA INC COM 715347100 132176 5689879 SH SOLE 5106809 0 583070 PLANET FITNESS INC CL A 72703H101 113903 1880517 SH SOLE 1704295 0 176222 PNM RES INC COM 69349H107 11233 292216 SH SOLE 292216 0 0 POLYONE CORP COM 73179P106 7700 293545 SH SOLE 293545 0 0 PRIMO WATER CORPORATION COM 74167P108 8182 595024 SH SOLE 414997 0 180027 PROLOGIS INC. COM 74340W103 26545 284425 SH SOLE 216490 0 67935 PROOFPOINT INC COM 743424103 107116 963968 SH SOLE 873647 0 90321 PURE STORAGE INC CL A 74624M102 281161 16223963 SH SOLE 14397793 0 1826170 QUALYS INC COM 74758T303 11304 108675 SH SOLE 97955 0 10720 QUIDEL CORP COM 74838J101 122313 546675 SH SOLE 489953 0 56722 QUINSTREET INC COM 74874Q100 26084 2493683 SH SOLE 2247758 0 245925 RADIAN GROUP INC COM 750236101 11718 755514 SH SOLE 755514 0 0 RELX PLC SPONSORED ADR 759530108 3893 165252 SH SOLE 165252 0 0 RENASANT CORP COM 75970E107 7563 303717 SH SOLE 303717 0 0 REVOLVE GROUP INC CL A 76156B107 8857 596059 SH SOLE 537236 0 58823 RITCHIE BROS AUCTIONEERS COM 767744105 175294 4291168 SH SOLE 3883113 0 408055 ROGERS CORP COM 775133101 107532 863016 SH SOLE 770642 0 92374 ROPER TECHNOLOGIES INC COM 776696106 58700 151188 SH SOLE 74701 0 76487 ROSS STORES INC COM 778296103 14177 166322 SH SOLE 117175 0 49147 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 1480 22308 SH SOLE 22308 0 0 SAIA INC COM 78709Y105 11382 102379 SH SOLE 102379 0 0 SALESFORCE COM INC COM 79466L302 91192 486798 SH SOLE 244399 0 242399 SANDY SPRING BANCORP INC COM 800363103 7801 314822 SH SOLE 314822 0 0 SAP SE SPON ADR 803054204 5784 41314 SH SOLE 41314 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 29331 98451 SH SOLE 78150 0 20301 SEA LTD SPONSORED ADS 81141R100 148690 1386520 SH SOLE 1002383 0 384137 SEACOAST BKG CORP FLA COM NEW 811707801 9201 451027 SH SOLE 451027 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3106 55040 SH SOLE 55040 0 0 SELECTIVE INS GROUP INC COM 816300107 13065 247717 SH SOLE 247717 0 0 SEMTECH CORP COM 816850101 5595 107140 SH SOLE 107140 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 7528 144330 SH SOLE 144330 0 0 SERVICE CORP INTL COM 817565104 21230 545899 SH SOLE 382922 0 162977 SHOPIFY INC CL A 82509L107 7942 8367 SH SOLE 0 0 8367 SILGAN HOLDINGS INC COM 827048109 10384 320587 SH SOLE 320587 0 0 SIMPSON MANUFACTURING CO INC COM 829073105 11506 136392 SH SOLE 136392 0 0 SIMULATIONS PLUS INC COM 829214105 20963 350434 SH SOLE 315860 0 34574 SITIME CORP COM 82982T106 18912 398901 SH SOLE 359499 0 39402 SOLAREDGE TECHNOLOGIES INC COM 83417M104 193867 1396939 SH SOLE 1250391 0 146548 SPDR S&P 500 ETF TR TR UNIT 78462F103 602443 1953700 SH SOLE 1953700 0 0 SPDR SER TR BLOOMBERG BRCLYS 78468R622 12932 127840 SH SOLE 127840 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 8066 175730 SH SOLE 122562 0 53168 STARBUCKS CORP COM 855244109 60182 817796 SH SOLE 779558 0 38238 STERIS PLC SHS USD G8473T100 187401 1221334 SH SOLE 1079539 0 141795 STONECO LTD COM CL A G85158106 16409 423354 SH SOLE 277616 0 145738 STRATEGIC ED INC COM 86272C103 6484 42202 SH SOLE 42202 0 0 STRYKER CORPORATION COM 863667101 68131 378106 SH SOLE 362305 0 15801 SUNSTONE HOTEL INVS INC NEW COM 867892101 4893 600403 SH SOLE 435373 0 165030 SVB FINANCIAL GROUP COM 78486Q101 25210 116966 SH SOLE 81898 0 35068 TABULA RASA HEALTHCARE INC COM 873379101 27494 502359 SH SOLE 413861 0 88498 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 850218 14973190 SH SOLE 12028514 0 2944676 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 36017 258057 SH SOLE 195210 0 62847 TAL EDUCATION GROUP SPONSORED ADS 874080104 327732 4791983 SH SOLE 4304170 0 487813 TALOS ENERGY INC COM 87484T108 3114 338472 SH SOLE 253466 0 85006 TELEDYNE TECHNOLOGIES INC COM 879360105 191340 615339 SH SOLE 547917 0 67422 TELEFLEX INCORPORATED COM 879369106 204012 560502 SH SOLE 489046 0 71456 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 113503 8430312 SH SOLE 7926547 0 503765 TERRENO RLTY CORP COM 88146M101 10707 203393 SH SOLE 203393 0 0 TEXAS INSTRS INC COM 882508104 80928 637378 SH SOLE 612689 0 24689 THERMO FISHER SCIENTIFIC INC COM 883556102 54868 151427 SH SOLE 76954 0 74473 TOPBUILD CORP COM 89055F103 10206 89704 SH SOLE 89704 0 0 TORO CO COM 891092108 5682 85653 SH SOLE 59849 0 25804 TRANSUNION COM 89400J107 174794 2008205 SH SOLE 1820015 0 188190 TREX CO INC COM 89531P105 263506 2025875 SH SOLE 1817985 0 207890 TRIP COM GROUP LTD ADS 89677Q107 598 23056 SH SOLE 23056 0 0 TWIST BIOSCIENCE CORP COM 90184D100 25269 557810 SH SOLE 502825 0 54985 ULTA BEAUTY INC COM 90384S303 132502 651371 SH SOLE 493164 0 158207 UMPQUA HLDGS CORP COM 904214103 8101 761334 SH SOLE 761334 0 0 UNIFIRST CORP MASS COM 904708104 11400 63707 SH SOLE 63707 0 0 UNION PAC CORP COM 907818108 55085 325814 SH SOLE 160953 0 164861 UNITEDHEALTH GROUP INC COM 91324P102 177793 602789 SH SOLE 466739 0 136050 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2320 20104 SH SOLE 0 0 20104 VARONIS SYS INC COM 922280102 114557 1294726 SH SOLE 1175167 0 119559 VEEVA SYS INC CL A COM 922475108 27050 115393 SH SOLE 56875 0 58518 VERACYTE INC COM 92337F107 111320 4298076 SH SOLE 3846989 0 451087 VERRA MOBILITY CORP COM 92511U102 28490 2771410 SH SOLE 2346390 0 425020 VIAVI SOLUTIONS INC COM 925550105 7512 589627 SH SOLE 589627 0 0 VIRTU FINL INC CL A 928254101 158935 6734529 SH SOLE 6065194 0 669335 VULCAN MATLS CO COM 929160109 25864 223253 SH SOLE 157286 0 65967 WASTE CONNECTIONS INC COM 94106B101 14197 151368 SH SOLE 106648 0 44720 WATTS WATER TECHNOLOGIES INC CL A 942749102 12760 157526 SH SOLE 157526 0 0 WEIBO CORP SPONSORED ADR 948596101 907 26994 SH SOLE 26994 0 0 WESTERN ALLIANCE BANCORP COM 957638109 28100 742010 SH SOLE 610071 0 131939 WEX INC COM 96208T104 143759 871216 SH SOLE 761017 0 110199 WILLDAN GROUP INC COM 96924N100 9778 390981 SH SOLE 352392 0 38589 WINTRUST FINL CORP COM 97650W108 8671 198793 SH SOLE 138648 0 60145 WISDOMTREE TR INDIA ERNGS FD 97717W422 6294 314250 SH SOLE 314250 0 0 WISDOMTREE TR EM LCL DEBT FD 97717X867 80 2500 SH SOLE 2500 0 0 WIX COM LTD SHS M98068105 68522 267434 SH SOLE 216763 0 50671 WNS HLDGS LTD SPON ADR 92932M101 15718 285887 SH SOLE 247624 0 38263 WORKDAY INC CL A 98138H101 85804 457964 SH SOLE 269332 0 188632 YANDEX N V SHS CLASS A N97284108 231914 4636430 SH SOLE 3864839 0 771591 ZENDESK INC COM 98936J101 11700 132163 SH SOLE 93109 0 39054 ZOETIS INC CL A 98978V103 108282 790148 SH SOLE 583408 0 206740 ZYNGA INC CL A 98986T108 245870 25772554 SH SOLE 22730345 0 3042209