0001644956-20-000008.txt : 20201106 0001644956-20-000008.hdr.sgml : 20201106 20201106133620 ACCESSION NUMBER: 0001644956-20-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201106 DATE AS OF CHANGE: 20201106 EFFECTIVENESS DATE: 20201106 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: 201293627 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 09-30-2020 09-30-2020 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

150 NORTH RIVERSIDE PLAZA CHICAGO IL 60606

13F HOLDINGS REPORT 028-17022 N Stephanie Braming 312-236-1600 /s/ Stephanie Braming Chicago IL 11-06-2020 0 343 25666025 false INFORMATION TABLE 2 WBIMInfoTable.xml AARONS INC COM PAR $0.50 002535300 39496 697195 SH SOLE 577969 0 119226 ABBOTT LABS COM 002824100 68543 629819 SH SOLE 604909 0 24910 ABIOMED INC COM 003654100 157428 568210 SH SOLE 507473 0 60737 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 79764 352953 SH SOLE 337388 0 15565 ACTIVISION BLIZZARD INC COM 00507V109 71297 880756 SH SOLE 847324 0 33432 ADOBE SYSTEMS INCORPORATED COM 00724F101 179834 366687 SH SOLE 289987 0 76700 ADVANCE AUTO PARTS INC COM 00751Y106 211115 1375339 SH SOLE 1187181 0 188158 ADVANCED MICRO DEVICES INC COM 007903107 90874 1108358 SH SOLE 1062983 0 45375 AERIE PHARMACEUTICALS INC COM 00771V108 16710 1419682 SH SOLE 1278104 0 141578 AGILENT TECHNOLOGIES INC COM 00846U101 48334 478841 SH SOLE 369254 0 109587 AGILYSYS INC COM 00847J105 19420 803801 SH SOLE 723626 0 80175 AGREE REALTY CORP COM 008492100 12324 193653 SH SOLE 193653 0 0 ALARM COM HLDGS INC COM 011642105 163902 2966558 SH SOLE 2645082 0 321476 ALBANY INTL CORP CL A 012348108 14846 299867 SH SOLE 269959 0 29908 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4223 14366 SH SOLE 14366 0 0 ALIGN TECHNOLOGY INC COM 016255101 22929 70041 SH SOLE 49283 0 20758 ALLEGION PLC ORD SHS G0176J109 25847 261316 SH SOLE 139348 0 121968 ALPHABET INC CAP STK CL C 02079K107 24247 16499 SH SOLE 15444 0 1055 ALPHABET INC CAP STK CL A 02079K305 262268 178949 SH SOLE 142212 0 36737 AMAZON COM INC COM 023135106 428060 135947 SH SOLE 111195 0 24752 AMEDISYS INC COM 023436108 179702 760065 SH SOLE 689119 0 70946 AMERICAN ASSETS TR INC COM 024013104 9852 408966 SH SOLE 408966 0 0 AMERICAN SOFTWARE INC CL A 029683109 11122 792199 SH SOLE 713184 0 79015 AMERICOLD RLTY TR COM 03064D108 19889 556341 SH SOLE 415893 0 140448 AMICUS THERAPEUTICS INC COM 03152W109 13637 965763 SH SOLE 869437 0 96326 AON PLC SHS CL A G0403H108 9643 46743 SH SOLE 46743 0 0 APOLLO GLOBAL MGMT INC COM CL A 03768E105 43366 969065 SH SOLE 923946 0 45119 APTIV PLC SHS G6095L109 72229 787835 SH SOLE 454404 0 333431 ARCHROCK INC COM 03957W106 5678 1055302 SH SOLE 1055302 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 151041 3736791 SH SOLE 3314569 0 422222 ARISTA NETWORKS INC COM 040413106 36597 176855 SH SOLE 141078 0 35777 ASML HOLDING N V N Y REGISTRY SHS N07059210 4042 10946 SH SOLE 10946 0 0 ASPEN TECHNOLOGY INC COM 045327103 199426 1575368 SH SOLE 1406476 0 168892 ATLASSIAN CORP PLC CL A G06242104 174716 961089 SH SOLE 777794 0 183295 AVALARA INC COM 05338G106 165672 1301019 SH SOLE 1179433 0 121586 AVERY DENNISON CORP COM 053611109 9777 76480 SH SOLE 46078 0 30402 AVIENT CORPORATION COM 05368V106 8475 320287 SH SOLE 320287 0 0 AXOGEN INC COM 05463X106 14759 1269085 SH SOLE 1142506 0 126579 AXON ENTERPRISE INC COM 05464C101 157348 1734820 SH SOLE 1572805 0 162015 BALL CORP COM 058498106 50029 601891 SH SOLE 463850 0 138041 BANC OF CALIFORNIA INC COM 05990K106 4763 470624 SH SOLE 470624 0 0 BANNER CORP COM NEW 06652V208 7199 223169 SH SOLE 223169 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 277361 6675352 SH SOLE 5918076 0 757276 BLACK HILLS CORP COM 092113109 10873 203274 SH SOLE 203274 0 0 BLACKROCK INC COM 09247X101 51308 91045 SH SOLE 49560 0 41485 BOOT BARN HLDGS INC COM 099406100 50835 1806504 SH SOLE 1452374 0 354130 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 192446 2319187 SH SOLE 2022030 0 297157 BOSTON PRIVATE FINL HLDGS IN COM 101119105 7558 1369193 SH SOLE 1369193 0 0 BRADY CORP CL A 104674106 17831 445562 SH SOLE 445562 0 0 BRIGHAM MINERALS INC CL A COM 10918L103 5535 620536 SH SOLE 620536 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 235019 1545774 SH SOLE 1389776 0 155998 BRINKS CO COM 109696104 198818 4838605 SH SOLE 4308889 0 529716 BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 111547 3374082 SH SOLE 2579279 0 794803 BROOKS AUTOMATION INC NEW COM 114340102 178043 3848755 SH SOLE 3418135 0 430620 BUILDERS FIRSTSOURCE INC COM 12008R107 108038 3312031 SH SOLE 2846370 0 465661 BURLINGTON STORES INC COM 122017106 128936 625628 SH SOLE 541544 0 84084 BWX TECHNOLOGIES INC COM 05605H100 423014 7512232 SH SOLE 6599878 0 912354 CABLE ONE INC COM 12685J105 211937 112408 SH SOLE 99242 0 13166 CABOT MICROELECTRONICS CORP COM 12709P103 24539 171828 SH SOLE 137287 0 34541 CACTUS INC CL A 127203107 4169 217240 SH SOLE 217240 0 0 CADENCE BANCORPORATION CL A 12739A100 5811 676471 SH SOLE 676471 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 33120 310604 SH SOLE 218627 0 91977 CAMECO CORP COM 13321L108 155848 15430474 SH SOLE 13615901 0 1814573 CANADIAN NATL RY CO COM 136375102 357497 3358425 SH SOLE 2899614 0 458811 CAREDX INC COM 14167L103 19752 520615 SH SOLE 468691 0 51924 CARMAX INC COM 143130102 2012 21892 SH SOLE 21892 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 5522 304075 SH SOLE 304075 0 0 CARTERS INC COM 146229109 8615 99499 SH SOLE 99499 0 0 CASELLA WASTE SYS INC CL A 147448104 35191 630100 SH SOLE 542750 0 87350 CASEYS GEN STORES INC COM 147528103 6895 38813 SH SOLE 38813 0 0 CAVCO INDS INC DEL COM 149568107 10662 59129 SH SOLE 59129 0 0 CENTENE CORP DEL COM 15135B101 14340 245848 SH SOLE 172994 0 72854 CHARLES RIV LABS INTL INC COM 159864107 37548 165812 SH SOLE 88918 0 76894 CNO FINL GROUP INC COM 12621E103 10667 665007 SH SOLE 665007 0 0 CNX RES CORP COM 12653C108 6839 724463 SH SOLE 724463 0 0 COCA COLA CO COM 191216100 10961 222014 SH SOLE 222014 0 0 CODEXIS INC COM 192005106 25890 2205308 SH SOLE 1776887 0 428421 COLLIERS INTL GROUP INC SUB VTG SHS 194693107 16227 243325 SH SOLE 216965 0 26360 COLUMBIA BKG SYS INC COM 197236102 6253 262181 SH SOLE 157843 0 104338 CONAGRA BRANDS INC COM 205887102 16389 458939 SH SOLE 322854 0 136085 CONMED CORP COM 207410101 15624 198608 SH SOLE 198608 0 0 COPART INC COM 217204106 119804 1139259 SH SOLE 988677 0 150582 CORESITE RLTY CORP COM 21870Q105 15840 133242 SH SOLE 105711 0 27531 COSTAR GROUP INC COM 22160N109 102823 121181 SH SOLE 81341 0 39840 COSTCO WHSL CORP NEW COM 22160K105 81299 229010 SH SOLE 219915 0 9095 COUPA SOFTWARE INC COM 22266L106 16118 58773 SH SOLE 41344 0 17429 CREDICORP LTD COM G2519Y108 72688 586241 SH SOLE 566848 0 19393 CREE INC COM 225447101 128942 2022938 SH SOLE 1799718 0 223220 CROWN HLDGS INC COM 228368106 241461 3141563 SH SOLE 2785905 0 355658 CRYOLIFE INC COM 228903100 14640 792630 SH SOLE 713577 0 79053 CURTISS WRIGHT CORP COM 231561101 14882 159574 SH SOLE 159574 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 55086 532646 SH SOLE 426946 0 105700 DARLING INGREDIENTS INC COM 237266101 46077 1278839 SH SOLE 1194899 0 83940 DECKERS OUTDOOR CORP COM 243537107 13701 62274 SH SOLE 62274 0 0 DMY TECHNOLOGY GROUP INC COM 233253103 17282 1354359 SH SOLE 1219053 0 135306 DOLBY LABORATORIES INC COM CL A 25659T107 28544 430651 SH SOLE 288565 0 142086 DOMINOS PIZZA INC COM 25754A201 16982 39932 SH SOLE 28091 0 11841 DONALDSON INC COM 257651109 1946 41919 SH SOLE 41919 0 0 DOUGLAS DYNAMICS INC COM 25960R105 24268 709578 SH SOLE 575677 0 133901 DOUGLAS EMMETT INC COM 25960P109 7957 317019 SH SOLE 198811 0 118208 DRIL QUIP INC COM 262037104 2347 94785 SH SOLE 94785 0 0 DUCOMMUN INC DEL COM 264147109 26782 813558 SH SOLE 732289 0 81269 DUNKIN BRANDS GROUP INC COM 265504100 16006 195405 SH SOLE 195405 0 0 EAGLE MATLS INC COM 26969P108 10909 126376 SH SOLE 76140 0 50236 EAST WEST BANCORP INC COM 27579R104 12279 375032 SH SOLE 226097 0 148935 ECOLAB INC COM 278865100 41528 207807 SH SOLE 121569 0 86238 EDWARDS LIFESCIENCES CORP COM 28176E108 42353 530606 SH SOLE 288014 0 242592 ENCOMPASS HEALTH CORP COM 29261A100 303792 4675156 SH SOLE 4132834 0 542322 ENCORE CAP GROUP INC COM 292554102 38054 986110 SH SOLE 773622 0 212488 ENERGY RECOVERY INC COM 29270J100 1693 206461 SH SOLE 185801 0 20660 ENTEGRIS INC COM 29362U104 117171 1576144 SH SOLE 1392897 0 183247 EPAM SYS INC COM 29414B104 27484 85016 SH SOLE 59809 0 25207 EQUIFAX INC COM 294429105 57451 366165 SH SOLE 330369 0 35796 EQUITY LIFESTYLE PPTYS INC COM 29472R108 9883 161225 SH SOLE 101386 0 59839 ESCO TECHNOLOGIES INC COM 296315104 24795 307783 SH SOLE 292099 0 15684 ETSY INC COM 29786A106 245851 2021300 SH SOLE 1836098 0 185202 EURONET WORLDWIDE INC COM 298736109 185316 2034209 SH SOLE 1771041 0 263168 EXACT SCIENCES CORP COM 30063P105 222964 2186997 SH SOLE 1942510 0 244487 F M C CORP COM NEW 302491303 7114 67172 SH SOLE 40615 0 26557 F N B CORP COM 302520101 8039 1185652 SH SOLE 1185652 0 0 FACEBOOK INC CL A 30303M102 94841 362126 SH SOLE 194189 0 167937 FEDERAL SIGNAL CORP COM 313855108 8010 273845 SH SOLE 273845 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 125544 852821 SH SOLE 644797 0 208024 FIRST AMERN FINL CORP COM 31847R102 6340 124530 SH SOLE 124530 0 0 FIRSTCASH INC COM 33767D105 131932 2306092 SH SOLE 2034707 0 271385 FIRSTSERVICE CORP NEW COM 33767E202 176151 1335592 SH SOLE 1207970 0 127622 FLOOR & DECOR HLDGS INC CL A 339750101 15250 203871 SH SOLE 143459 0 60412 FORRESTER RESH INC COM 346563109 14335 437176 SH SOLE 393570 0 43606 FORTIVE CORP COM 34959J108 71043 932197 SH SOLE 851297 0 80900 FTI CONSULTING INC COM 302941109 12315 116213 SH SOLE 116213 0 0 GALLAGHER ARTHUR J & CO COM 363576109 26222 248358 SH SOLE 174713 0 73645 GENERAC HLDGS INC COM 368736104 206117 1064436 SH SOLE 947237 0 117199 GENMARK DIAGNOSTICS INC COM 372309104 15145 1066557 SH SOLE 960001 0 106556 GIBRALTAR INDS INC COM 374689107 17030 261432 SH SOLE 261432 0 0 GLACIER BANCORP INC NEW COM 37637Q105 9897 308798 SH SOLE 308798 0 0 GLOBANT S A COM L44385109 196169 1094570 SH SOLE 864948 0 229622 GODADDY INC CL A 380237107 191794 2524600 SH SOLE 2230507 0 294093 GRAND CANYON ED INC COM 38526M106 324172 4055191 SH SOLE 3611987 0 443204 GRID DYNAMICS HLDGS INC CL A 39813G109 25213 3261647 SH SOLE 2965506 0 296141 GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202 15390 132642 SH SOLE 102120 0 30522 GUIDEWIRE SOFTWARE INC COM 40171V100 139400 1336916 SH SOLE 1203062 0 133854 HALOZYME THERAPEUTICS INC COM 40637H109 171359 6520526 SH SOLE 5905624 0 614902 HANCOCK WHITNEY CORPORATION COM 410120109 9874 524916 SH SOLE 524916 0 0 HANGER INC COM NEW 41043F208 30427 1923304 SH SOLE 1534803 0 388501 HANNON ARMSTRONG SUST INFR C COM 41068X100 8962 212009 SH SOLE 132994 0 79015 HANOVER INS GROUP INC COM 410867105 11072 118823 SH SOLE 118823 0 0 HARMONY BIOSCIENCES HLDGS IN COM 413197104 9597 283088 SH SOLE 255014 0 28074 HDFC BANK LTD SPONSORED ADS 40415F101 117272 2346459 SH SOLE 1920559 0 425900 HEALTH CATALYST INC COM 42225T107 24897 680242 SH SOLE 612395 0 67847 HEALTHCARE RLTY TR COM 421946104 25690 852916 SH SOLE 727322 0 125594 HEALTHEQUITY INC COM 42226A107 187505 3650089 SH SOLE 3261310 0 388779 HEICO CORP NEW CL A 422806208 84694 955270 SH SOLE 865700 0 89570 HELEN OF TROY LTD COM G4388N106 176189 910442 SH SOLE 832481 0 77961 HIGHWOODS PPTYS INC COM 431284108 10222 304506 SH SOLE 304506 0 0 HOLLYFRONTIER CORP COM 436106108 3999 202896 SH SOLE 202896 0 0 HOME BANCSHARES INC COM 436893200 26808 1768310 SH SOLE 1672247 0 96063 HORACE MANN EDUCATORS CORP N COM 440327104 9622 288073 SH SOLE 288073 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 454678 5853222 SH SOLE 5136211 0 717011 IAA INC COM 449253103 23074 443128 SH SOLE 354835 0 88293 ICICI BANK LIMITED ADR 45104G104 2944 299263 SH SOLE 299263 0 0 ICON PLC SHS G4705A100 97357 509484 SH SOLE 412220 0 97264 IDACORP INC COM 451107106 19342 242082 SH SOLE 193404 0 48678 IDEXX LABS INC COM 45168D104 50705 128984 SH SOLE 70112 0 58872 ILLUMINA INC COM 452327109 46428 150213 SH SOLE 144116 0 6097 INFOSYS LTD SPONSORED ADR 456788108 21951 1588725 SH SOLE 1588725 0 0 INPHI CORP COM 45772F107 28669 255403 SH SOLE 239458 0 15945 INSMED INC COM PAR $.01 457669307 76718 2386996 SH SOLE 2156371 0 230625 INSULET CORP COM 45784P101 221647 936839 SH SOLE 828714 0 108125 INTEGER HLDGS CORP COM 45826H109 11228 190265 SH SOLE 190265 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 51693 516674 SH SOLE 281099 0 235575 INTERPUBLIC GROUP COS INC COM 460690100 3709 222504 SH SOLE 222504 0 0 INTUIT COM 461202103 61848 189595 SH SOLE 180704 0 8891 INTUITIVE SURGICAL INC COM NEW 46120E602 44236 62345 SH SOLE 36125 0 26220 IRHYTHM TECHNOLOGIES INC COM 450056106 255059 1071182 SH SOLE 970351 0 100831 ISHARES INC MSCI BRAZIL ETF 464286400 2382 86100 SH SOLE 86100 0 0 ISHARES INC MSCI CHILE ETF 464286640 35020 1453700 SH SOLE 1453700 0 0 ISHARES TR IBOXX INV CP ETF 464287242 38320 284460 SH SOLE 284460 0 0 ISHARES TR RUS MD CP GR ETF 464287481 222 1285 SH SOLE 1285 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 1549 6993 SH SOLE 6993 0 0 ISHARES TR JPMORGAN USD EMG 464288281 47 420 SH SOLE 420 0 0 ISHARES TR MBS ETF 464288588 58426 529220 SH SOLE 529220 0 0 ISHARES TR MSCI CHINA ETF 46429B671 11830 159500 SH SOLE 159500 0 0 J & J SNACK FOODS CORP COM 466032109 8269 63418 SH SOLE 63418 0 0 J2 GLOBAL INC COM 48123V102 142113 2053060 SH SOLE 1834492 0 218568 JOHN BEAN TECHNOLOGIES CORP COM 477839104 17211 187305 SH SOLE 154318 0 32987 JONES LANG LASALLE INC COM 48020Q107 5803 60667 SH SOLE 36542 0 24125 JPMORGAN CHASE & CO COM 46625H100 44980 467224 SH SOLE 253376 0 213848 KINGSOFT CLOUD HLDGS LTD ADS 49639K101 12572 425752 SH SOLE 281348 0 144404 KNOWLES CORP COM 49926D109 20583 1381435 SH SOLE 1095574 0 285861 LAM RESEARCH CORP COM 512807108 50951 153584 SH SOLE 146431 0 7153 LAMB WESTON HLDGS INC COM 513272104 82923 1251286 SH SOLE 1101370 0 149916 LAUDER ESTEE COS INC CL A 518439104 105997 485667 SH SOLE 363707 0 121960 LAUREATE EDUCATION INC CL A 518613203 14232 1071663 SH SOLE 964837 0 106826 LHC GROUP INC COM 50187A107 40417 190143 SH SOLE 148495 0 41648 LIFE STORAGE INC COM 53223X107 11913 113165 SH SOLE 113165 0 0 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 180667 1895374 SH SOLE 1720269 0 175105 LINCOLN ELEC HLDGS INC COM 533900106 111175 1207903 SH SOLE 1056377 0 151526 LINDE PLC SHS G5494J103 42990 180532 SH SOLE 173016 0 7516 LITHIA MTRS INC CL A 536797103 26243 115133 SH SOLE 103651 0 11482 LITTELFUSE INC COM 537008104 20571 115998 SH SOLE 104433 0 11565 LIVE NATION ENTERTAINMENT IN COM 538034109 178286 3308949 SH SOLE 2958618 0 350331 LIVEPERSON INC COM 538146101 16318 313871 SH SOLE 282569 0 31302 LIVERAMP HLDGS INC COM 53815P108 136748 2641452 SH SOLE 2409806 0 231646 LOCKHEED MARTIN CORP COM 539830109 44003 114806 SH SOLE 61220 0 53586 LPL FINL HLDGS INC COM 50212V100 22527 293821 SH SOLE 230227 0 63594 LULULEMON ATHLETICA INC COM 550021109 277847 843570 SH SOLE 671594 0 171976 LUXFER HOLDINGS PLC SHS G5698W116 20201 1609657 SH SOLE 1313674 0 295983 MAGELLAN HEALTH INC COM NEW 559079207 9312 122888 SH SOLE 122888 0 0 MARRIOTT INTL INC NEW CL A 571903202 23134 249886 SH SOLE 238251 0 11635 MARTIN MARIETTA MATLS INC COM 573284106 276881 1176415 SH SOLE 1053355 0 123060 MASIMO CORP COM 574795100 105091 445188 SH SOLE 403611 0 41577 MASTERCARD INCORPORATED CL A 57636Q104 236170 698378 SH SOLE 556903 0 141475 MAXIMUS INC COM 577933104 101685 1486403 SH SOLE 1299048 0 187355 MEDNAX INC COM 58502B106 14936 917465 SH SOLE 552785 0 364680 MERCADOLIBRE INC COM 58733R102 373135 344704 SH SOLE 285335 0 59369 MERCURY SYS INC COM 589378108 213933 2761855 SH SOLE 2496678 0 265177 MERIT MED SYS INC COM 589889104 42324 972964 SH SOLE 738482 0 234482 METTLER TOLEDO INTERNATIONAL COM 592688105 15059 15593 SH SOLE 10974 0 4619 MICROCHIP TECHNOLOGY INC. COM 595017104 20721 201649 SH SOLE 147004 0 54645 MICROSOFT CORP COM 594918104 308963 1468945 SH SOLE 1414382 0 54563 MINERALS TECHNOLOGIES INC COM 603158106 10170 199023 SH SOLE 199023 0 0 MONARCH CASINO & RESORT INC COM 609027107 7833 175627 SH SOLE 175627 0 0 MONGODB INC CL A 60937P106 138225 597060 SH SOLE 526796 0 70264 MONTROSE ENVIRONMENTAL GROUP COM 615111101 10532 442155 SH SOLE 398053 0 44102 MURPHY USA INC COM 626755102 11152 86945 SH SOLE 86945 0 0 NATIONAL BK HLDGS CORP CL A 633707104 8940 340571 SH SOLE 340571 0 0 NATIONAL INSTRS CORP COM 636518102 130460 3654336 SH SOLE 3334695 0 319641 NATIONAL VISION HLDGS INC COM 63845R107 176093 4604953 SH SOLE 4056352 0 548601 NETEASE INC SPONSORED ADS 64110W102 4346 9559 SH SOLE 9559 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 10031 227933 SH SOLE 151928 0 76005 NEXTERA ENERGY INC COM 65339F101 35720 128692 SH SOLE 70954 0 57738 NICE LTD SPONSORED ADR 653656108 297213 1309033 SH SOLE 1152851 0 156182 NIKE INC CL B 654106103 152908 1218000 SH SOLE 958533 0 259467 NOVANTA INC COM 67000B104 106455 1010581 SH SOLE 915505 0 95076 NOVO-NORDISK A S ADR 670100205 4149 59757 SH SOLE 59757 0 0 NVR INC COM 62944T105 10971 2687 SH SOLE 0 0 2687 NXP SEMICONDUCTORS N V COM N6596X109 2491 19958 SH SOLE 19958 0 0 OCEANFIRST FINL CORP COM 675234108 6719 490797 SH SOLE 490797 0 0 ONE GAS INC COM 68235P108 12995 188306 SH SOLE 188306 0 0 OPEN LENDING CORP COM CL A 68373J104 20646 809646 SH SOLE 728889 0 80757 ORION ENGINEERED CARBONS S A COM L72967109 30121 2407715 SH SOLE 1873965 0 533750 PACWEST BANCORP DEL COM 695263103 7367 431328 SH SOLE 431328 0 0 PAE INC COM CL A 69290Y109 24761 2913115 SH SOLE 2622568 0 290547 PARSLEY ENERGY INC CL A 701877102 4544 485504 SH SOLE 314082 0 171422 PAYPAL HLDGS INC COM 70450Y103 209004 1060772 SH SOLE 866810 0 193962 PDC ENERGY INC COM 69327R101 5871 473698 SH SOLE 473698 0 0 PDF SOLUTIONS INC COM 693282105 11850 633339 SH SOLE 570167 0 63172 PENUMBRA INC COM 70975L107 238579 1227385 SH SOLE 1114198 0 113187 PERSPECTA INC COM 715347100 30959 1591717 SH SOLE 1396774 0 194943 PNM RES INC COM 69349H107 13181 318926 SH SOLE 318926 0 0 PRIMO WATER CORPORATION COM 74167P108 8692 612114 SH SOLE 368794 0 243320 PROLOGIS INC. COM 74340W103 28137 279634 SH SOLE 209000 0 70634 PROOFPOINT INC COM 743424103 100111 948472 SH SOLE 859938 0 88534 PROPTECH ACQUISITION CORP COM CL A 74349F101 12570 1129410 SH SOLE 1016494 0 112916 PURE STORAGE INC CL A 74624M102 248288 16133062 SH SOLE 14261623 0 1871439 QUIDEL CORP COM 74838J101 3800 17322 SH SOLE 17322 0 0 QUINSTREET INC COM 74874Q100 38228 2413415 SH SOLE 2205848 0 207567 RADIAN GROUP INC COM 750236101 12070 826164 SH SOLE 826164 0 0 RENASANT CORP COM 75970E107 7536 331674 SH SOLE 331674 0 0 REVOLVE GROUP INC CL A 76156B107 17992 1095074 SH SOLE 1007857 0 87217 RINGCENTRAL INC CL A 76680R206 12584 45824 SH SOLE 32240 0 13584 RITCHIE BROS AUCTIONEERS COM 767744105 247509 4177371 SH SOLE 3781552 0 395819 ROCKWELL AUTOMATION INC COM 773903109 14658 66420 SH SOLE 46741 0 19679 ROGERS CORP COM 775133101 59720 609017 SH SOLE 552271 0 56746 ROPER TECHNOLOGIES INC COM 776696106 53315 134936 SH SOLE 72067 0 62869 ROSS STORES INC COM 778296103 15329 164265 SH SOLE 115558 0 48707 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 1824 22308 SH SOLE 22308 0 0 SAIA INC COM 78709Y105 10858 86077 SH SOLE 86077 0 0 SALESFORCE COM INC COM 79466L302 149196 593648 SH SOLE 403900 0 189748 SANDY SPRING BANCORP INC COM 800363103 7945 344230 SH SOLE 344230 0 0 SAP SE SPON ADR 803054204 5288 33941 SH SOLE 33941 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 30809 96737 SH SOLE 76616 0 20121 SEA LTD SPONSORD ADS 81141R100 330065 2142572 SH SOLE 1795097 0 347475 SEACOAST BKG CORP FLA COM NEW 811707801 8875 492252 SH SOLE 492252 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 2942 49540 SH SOLE 49540 0 0 SELECTIVE INS GROUP INC COM 816300107 13927 270475 SH SOLE 270475 0 0 SEMTECH CORP COM 816850101 6193 116930 SH SOLE 116930 0 0 SENSIENT TECHNOLOGIES CORP COM 81725T100 9093 157489 SH SOLE 157489 0 0 SERVICE CORP INTL COM 817565104 23213 550325 SH SOLE 361283 0 189042 SERVICEMASTER GLOBAL HLDGS I COM 81761R109 8692 217960 SH SOLE 131320 0 86640 SHOPIFY INC CL A 82509L107 8070 7889 SH SOLE 0 0 7889 SILGAN HOLDINGS INC COM 827048109 12871 350034 SH SOLE 350034 0 0 SIMPSON MANUFACTURING CO INC COM 829073105 14458 148801 SH SOLE 148801 0 0 SIMULATIONS PLUS INC COM 829214105 21031 279073 SH SOLE 251237 0 27836 SITIME CORP COM 82982T106 27277 324608 SH SOLE 292236 0 32372 SKYLINE CHAMPION CORPORATION COM 830830105 28062 1048278 SH SOLE 822954 0 225324 SOLAREDGE TECHNOLOGIES INC COM 83417M104 246186 1032878 SH SOLE 922746 0 110132 SPDR S&P 500 ETF TR TR UNIT 78462F103 621422 1855600 SH SOLE 1855600 0 0 SPDR SER TR BLOOMBERG BRCLYS 78468R622 12467 119560 SH SOLE 119560 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 10333 180773 SH SOLE 108914 0 71859 STARBUCKS CORP COM 855244109 60264 701391 SH SOLE 668742 0 32649 STEPSTONE GROUP INC COM CL A 85914M107 13822 519417 SH SOLE 467487 0 51930 STERIS PLC SHS USD G8473T100 218367 1239384 SH SOLE 1081696 0 157688 STONECO LTD COM CL A G85158106 35867 678136 SH SOLE 452860 0 225276 STRYKER CORPORATION COM 863667101 70485 338269 SH SOLE 325689 0 12580 SUNSTONE HOTEL INVS INC NEW COM 867892101 6958 876261 SH SOLE 549662 0 326599 SVB FINANCIAL GROUP COM 78486Q101 24244 100756 SH SOLE 64899 0 35857 TABULA RASA HEALTHCARE INC COM 873379101 19456 477217 SH SOLE 383527 0 93690 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1080871 13330953 SH SOLE 10716903 0 2614050 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 32019 193796 SH SOLE 144813 0 48983 TAL EDUCATION GROUP SPONSORED ADS 874080104 362083 4761225 SH SOLE 4292500 0 468725 TALOS ENERGY INC COM 87484T108 2246 348172 SH SOLE 224971 0 123201 TELEDYNE TECHNOLOGIES INC COM 879360105 188113 606404 SH SOLE 538402 0 68002 TELEFLEX INCORPORATED COM 879369106 179769 528079 SH SOLE 464885 0 63194 TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 122382 8284927 SH SOLE 7804602 0 480325 TERRENO RLTY CORP COM 88146M101 12178 222396 SH SOLE 222396 0 0 TEXAS INSTRS INC COM 882508104 89447 626420 SH SOLE 602300 0 24120 THERMO FISHER SCIENTIFIC INC COM 883556102 59824 135496 SH SOLE 74378 0 61118 TOPBUILD CORP COM 89055F103 16745 98102 SH SOLE 98102 0 0 TRANSUNION COM 89400J107 166236 1975946 SH SOLE 1791476 0 184470 TREX CO INC COM 89531P105 274853 3838727 SH SOLE 3436047 0 402680 TWIST BIOSCIENCE CORP COM 90184D100 22546 296772 SH SOLE 267173 0 29599 U S PHYSICAL THERAPY INC COM 90337L108 13557 156039 SH SOLE 140473 0 15566 ULTA BEAUTY INC COM 90384S303 139051 620817 SH SOLE 482667 0 138150 UMPQUA HLDGS CORP COM 904214103 8828 831216 SH SOLE 831216 0 0 UNIFIRST CORP MASS COM 904708104 14086 74385 SH SOLE 74385 0 0 UNION PAC CORP COM 907818108 57249 290798 SH SOLE 155277 0 135521 UNITEDHEALTH GROUP INC COM 91324P102 177503 569338 SH SOLE 455491 0 113847 UPLAND SOFTWARE INC COM 91544A109 13086 347120 SH SOLE 312498 0 34622 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2431 20104 SH SOLE 0 0 20104 VARONIS SYS INC COM 922280102 148070 1282876 SH SOLE 1164588 0 118288 VEEVA SYS INC CL A COM 922475108 28921 102853 SH SOLE 54848 0 48005 VERACYTE INC COM 92337F107 184579 5681089 SH SOLE 5083032 0 598057 VERRA MOBILITY CORP COM 92511U102 28086 2907457 SH SOLE 2381613 0 525844 VIAVI SOLUTIONS INC COM 925550105 7548 643509 SH SOLE 643509 0 0 VIRTU FINL INC CL A 928254101 143147 6221067 SH SOLE 5571490 0 649577 VOYA FINANCIAL INC COM 929089100 8766 182901 SH SOLE 110349 0 72552 VULCAN MATLS CO COM 929160109 29886 220496 SH SOLE 155109 0 65387 WATTS WATER TECHNOLOGIES INC CL A 942749102 17251 172254 SH SOLE 172254 0 0 WESTERN ALLIANCE BANCORP COM 957638109 24993 790417 SH SOLE 608994 0 181423 WEX INC COM 96208T104 11493 82698 SH SOLE 58190 0 24508 WILLDAN GROUP INC COM 96924N100 9275 363580 SH SOLE 327318 0 36262 WINMARK CORP COM 974250102 2578 14975 SH SOLE 14555 0 420 WINTRUST FINL CORP COM 97650W108 8191 204507 SH SOLE 123214 0 81293 WISDOMTREE TR INDIA ERNGS FD 97717W422 7544 319675 SH SOLE 319675 0 0 WISDOMTREE TR EM LCL DEBT FD 97717X867 47 1470 SH SOLE 1470 0 0 WIX COM LTD SHS M98068105 64487 253041 SH SOLE 204452 0 48589 WNS HLDGS LTD SPON ADR 92932M101 18846 294654 SH SOLE 254630 0 40024 WORKDAY INC CL A 98138H101 91734 426410 SH SOLE 267427 0 158983 YANDEX N V SHS CLASS A N97284108 274987 4214363 SH SOLE 3485491 0 728872 ZENDESK INC COM 98936J101 13434 130526 SH SOLE 91822 0 38704 ZOETIS INC CL A 98978V103 122578 741232 SH SOLE 568994 0 172238 ZYNGA INC CL A 98986T108 230587 25283624 SH SOLE 22279395 0 3004229