The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
8X8 INC NEW | COM | 282914100 | 24,054 | 998,091 | SH | SOLE | 533,681 | 0 | 464,410 | ||
ABBOTT LABS | COM | 002824100 | 11,189 | 133,047 | SH | SOLE | 76,102 | 0 | 56,945 | ||
ACACIA COMMUNICATIONS INC | COM | 00401C108 | 21,407 | 453,914 | SH | SOLE | 221,367 | 0 | 232,547 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 50,124 | 1,220,161 | SH | SOLE | 802,269 | 0 | 417,892 | ||
ADOBE INC | COM | 00724F101 | 126,195 | 428,287 | SH | SOLE | 316,541 | 0 | 111,746 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 45,359 | 294,274 | SH | SOLE | 227,714 | 0 | 66,560 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 23,930 | 479,750 | SH | SOLE | 363,570 | 0 | 116,180 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 7,138 | 50,590 | SH | SOLE | 28,640 | 0 | 21,950 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 31,639 | 436,033 | SH | SOLE | 330,453 | 0 | 105,580 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 187,023 | 173,024 | SH | SOLE | 134,826 | 0 | 38,198 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 149,095 | 137,694 | SH | SOLE | 108,803 | 0 | 28,891 | ||
AMAZON COM INC | COM | 023135106 | 358,197 | 189,159 | SH | SOLE | 147,828 | 0 | 41,331 | ||
AMERICAN EAGLE OUTFITTERS IN | COM | 02553E106 | 18,839 | 1,114,745 | SH | SOLE | 547,305 | 0 | 567,440 | ||
AMETEK INC NEW | COM | 031100100 | 185,611 | 2,043,271 | SH | SOLE | 1,601,986 | 0 | 441,285 | ||
ANALOG DEVICES INC | COM | 032654105 | 74,952 | 664,057 | SH | SOLE | 491,757 | 0 | 172,300 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 9,685 | 382,212 | SH | SOLE | 189,431 | 0 | 192,781 | ||
APPLE INC | COM | 037833100 | 338,853 | 1,712,069 | SH | SOLE | 1,332,921 | 0 | 379,148 | ||
APPLIED MATLS INC | COM | 038222105 | 78,759 | 1,753,698 | SH | SOLE | 1,266,846 | 0 | 486,852 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 4,738 | 116,134 | SH | SOLE | 67,394 | 0 | 48,740 | ||
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 111,897 | 971,752 | SH | SOLE | 715,219 | 0 | 256,533 | ||
AUTODESK INC | COM | 052769106 | 60,697 | 372,600 | SH | SOLE | 288,620 | 0 | 83,980 | ||
AVERY DENNISON CORP | COM | 053611109 | 89,717 | 775,566 | SH | SOLE | 586,706 | 0 | 188,860 | ||
AVNET INC | COM | 053807103 | 41,694 | 921,010 | SH | SOLE | 618,700 | 0 | 302,310 | ||
AXONICS MODULATION TECH INC | COM | 05465P101 | 447 | 10,900 | SH | SOLE | 10,900 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 99,383 | 3,427,007 | SH | SOLE | 2,700,453 | 0 | 726,554 | ||
BANK OF NT BUTTERFIELD&SON L | SHS NEW | G0772R208 | 14,176 | 417,429 | SH | SOLE | 205,433 | 0 | 211,996 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 36,619 | 696,307 | SH | SOLE | 362,467 | 0 | 333,840 | ||
BIO RAD LABS INC | CL A | 090572207 | 112,411 | 359,612 | SH | SOLE | 257,242 | 0 | 102,370 | ||
BIOGEN INC | COM | 09062X103 | 574 | 2,454 | SH | SOLE | 2,454 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 73,790 | 1,226,767 | SH | SOLE | 1,017,837 | 0 | 208,930 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 57,766 | 612,380 | SH | SOLE | 371,194 | 0 | 241,186 | ||
BOEING CO | COM | 097023105 | 148,271 | 407,326 | SH | SOLE | 338,163 | 0 | 69,163 | ||
BOYD GAMING CORP | COM | 103304101 | 507 | 18,820 | SH | SOLE | 18,820 | 0 | 0 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 31,072 | 205,953 | SH | SOLE | 118,613 | 0 | 87,340 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 99,440 | 2,192,718 | SH | SOLE | 1,749,783 | 0 | 442,935 | ||
BROADCOM INC | COM | 11135F101 | 82,619 | 287,011 | SH | SOLE | 209,894 | 0 | 77,117 | ||
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 75,425 | 1,578,599 | SH | SOLE | 1,136,164 | 0 | 442,435 | ||
BURLINGTON STORES INC | COM | 122017106 | 31,354 | 184,273 | SH | SOLE | 139,643 | 0 | 44,630 | ||
CABOT MICROELECTRONICS CORP | COM | 12709P103 | 18,722 | 170,078 | SH | SOLE | 82,395 | 0 | 87,683 | ||
CATALENT INC | COM | 148806102 | 23,368 | 431,060 | SH | SOLE | 207,849 | 0 | 223,211 | ||
CATERPILLAR INC DEL | COM | 149123101 | 101,414 | 744,104 | SH | SOLE | 570,854 | 0 | 173,250 | ||
CBOE GLOBAL MARKETS INC | COM | 12503M108 | 352 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | ||
CELANESE CORP DEL | COM | 150870103 | 2,321 | 21,530 | SH | SOLE | 21,530 | 0 | 0 | ||
CERIDIAN HCM HLDG INC | COM | 15677J108 | 21,719 | 432,657 | SH | SOLE | 327,747 | 0 | 104,910 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 25,851 | 182,179 | SH | SOLE | 138,079 | 0 | 44,100 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 119,848 | 303,275 | SH | SOLE | 236,766 | 0 | 66,509 | ||
CHILDRENS PL INC | COM | 168905107 | 20,307 | 212,908 | SH | SOLE | 161,368 | 0 | 51,540 | ||
CME GROUP INC | COM | 12572Q105 | 5,300 | 27,304 | SH | SOLE | 24,404 | 0 | 2,900 | ||
COCA COLA CO | COM | 191216100 | 7,737 | 151,940 | SH | SOLE | 86,770 | 0 | 65,170 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 38,500 | 607,347 | SH | SOLE | 452,397 | 0 | 154,950 | ||
COHERENT INC | COM | 192479103 | 32,405 | 237,624 | SH | SOLE | 200,078 | 0 | 37,546 | ||
CONAGRA BRANDS INC | COM | 205887102 | 55,860 | 2,106,329 | SH | SOLE | 1,512,139 | 0 | 594,190 | ||
CONCHO RES INC | COM | 20605P101 | 320 | 3,100 | SH | SOLE | 3,100 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 111,030 | 563,778 | SH | SOLE | 436,597 | 0 | 127,181 | ||
COOPER COS INC | COM NEW | 216648402 | 161,980 | 480,811 | SH | SOLE | 356,205 | 0 | 124,606 | ||
CORREVIO PHARMA CORP | COM | 22026V105 | 10,423 | 4,825,255 | SH | SOLE | 2,464,747 | 0 | 2,360,508 | ||
COSTAR GROUP INC | COM | 22160N109 | 45,153 | 81,494 | SH | SOLE | 63,570 | 0 | 17,924 | ||
COVETRUS INC | COM | 22304C100 | 18,158 | 742,350 | SH | SOLE | 562,390 | 0 | 179,960 | ||
CSX CORP | COM | 126408103 | 737 | 9,530 | SH | SOLE | 9,530 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 6,254 | 36,500 | SH | SOLE | 20,565 | 0 | 15,935 | ||
CVS HEALTH CORP | COM | 126650100 | 5,943 | 109,060 | SH | SOLE | 63,210 | 0 | 45,850 | ||
CYRUSONE INC | COM | 23283R100 | 27,386 | 474,468 | SH | SOLE | 214,514 | 0 | 259,954 | ||
DANAHER CORPORATION | COM | 235851102 | 5,262 | 36,816 | SH | SOLE | 34,079 | 0 | 2,737 | ||
DEXCOM INC | COM | 252131107 | 36,963 | 246,680 | SH | SOLE | 190,930 | 0 | 55,750 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 38,652 | 354,702 | SH | SOLE | 266,772 | 0 | 87,930 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 127,571 | 913,570 | SH | SOLE | 709,795 | 0 | 203,775 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 1,825 | 39,030 | SH | SOLE | 39,030 | 0 | 0 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 67,744 | 1,470,451 | SH | SOLE | 986,626 | 0 | 483,825 | ||
ENTEGRIS INC | COM | 29362U104 | 26,743 | 716,591 | SH | SOLE | 542,911 | 0 | 173,680 | ||
ENVESTNET INC | COM | 29404K106 | 27,391 | 400,630 | SH | SOLE | 302,860 | 0 | 97,770 | ||
EOG RES INC | COM | 26875P101 | 76,490 | 821,057 | SH | SOLE | 596,587 | 0 | 224,470 | ||
ESSENT GROUP LTD | COM | G3198U102 | 65,123 | 1,385,880 | SH | SOLE | 931,940 | 0 | 453,940 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 33,255 | 281,730 | SH | SOLE | 214,940 | 0 | 66,790 | ||
FACEBOOK INC | CL A | 30303M102 | 226,856 | 1,175,421 | SH | SOLE | 922,364 | 0 | 253,057 | ||
FAIR ISAAC CORP | COM | 303250104 | 56,003 | 178,341 | SH | SOLE | 108,951 | 0 | 69,390 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 17,433 | 858,749 | SH | SOLE | 434,499 | 0 | 424,250 | ||
FIBROGEN INC | COM | 31572Q808 | 13,938 | 308,493 | SH | SOLE | 149,103 | 0 | 159,390 | ||
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 31620R303 | 20,978 | 520,545 | SH | SOLE | 394,315 | 0 | 126,230 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 48,797 | 397,761 | SH | SOLE | 294,281 | 0 | 103,480 | ||
FIFTH THIRD BANCORP | COM | 316773100 | 6,065 | 217,400 | SH | SOLE | 122,485 | 0 | 94,915 | ||
FIRST HAWAIIAN INC | COM | 32051X108 | 21,074 | 814,629 | SH | SOLE | 400,269 | 0 | 414,360 | ||
FIRSTCASH INC | COM | 33767D105 | 17,939 | 179,353 | SH | SOLE | 86,683 | 0 | 92,670 | ||
FISERV INC | COM | 337738108 | 41,640 | 456,776 | SH | SOLE | 353,596 | 0 | 103,180 | ||
FIVE BELOW INC | COM | 33829M101 | 54,597 | 454,896 | SH | SOLE | 283,806 | 0 | 171,090 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 63,065 | 224,550 | SH | SOLE | 173,841 | 0 | 50,709 | ||
FLOWSERVE CORP | COM | 34354P105 | 50,746 | 963,108 | SH | SOLE | 611,518 | 0 | 351,590 | ||
FORTINET INC | COM | 34959E109 | 79,676 | 1,037,045 | SH | SOLE | 802,865 | 0 | 234,180 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 111,843 | 1,276,897 | SH | SOLE | 967,987 | 0 | 308,910 | ||
GARTNER INC | COM | 366651107 | 4,636 | 28,804 | SH | SOLE | 26,874 | 0 | 1,930 | ||
GODADDY INC | CL A | 380237107 | 39,308 | 560,344 | SH | SOLE | 430,624 | 0 | 129,720 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 34,290 | 450,536 | SH | SOLE | 341,381 | 0 | 109,155 | ||
GRAND CANYON ED INC | COM | 38526M106 | 24,195 | 206,760 | SH | SOLE | 156,661 | 0 | 50,099 | ||
GROCERY OUTLET HLDG CORP | COM | 39874R101 | 2,124 | 64,586 | SH | SOLE | 30,906 | 0 | 33,680 | ||
GROUPON INC | COM | 399473107 | 314 | 87,700 | SH | SOLE | 87,700 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 41,836 | 412,661 | SH | SOLE | 312,701 | 0 | 99,960 | ||
HAEMONETICS CORP | COM | 405024100 | 62,598 | 520,178 | SH | SOLE | 318,903 | 0 | 201,275 | ||
HAMILTON LANE INC | CL A | 407497106 | 20,799 | 364,517 | SH | SOLE | 178,784 | 0 | 185,733 | ||
HARRIS CORP DEL | COM | 413875105 | 51,363 | 271,575 | SH | SOLE | 210,514 | 0 | 61,061 | ||
HEICO CORP NEW | CL A | 422806208 | 53,689 | 519,389 | SH | SOLE | 297,972 | 0 | 221,417 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 6,416 | 47,909 | SH | SOLE | 27,102 | 0 | 20,807 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 79,712 | 815,547 | SH | SOLE | 631,512 | 0 | 184,035 | ||
HOME DEPOT INC | COM | 437076102 | 202,327 | 972,866 | SH | SOLE | 759,106 | 0 | 213,760 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 77,272 | 845,329 | SH | SOLE | 649,217 | 0 | 196,112 | ||
ICON PLC | SHS | G4705A100 | 101,542 | 659,490 | SH | SOLE | 435,551 | 0 | 223,939 | ||
IDEXX LABS INC | COM | 45168D104 | 64,097 | 232,800 | SH | SOLE | 184,605 | 0 | 48,195 | ||
IHS MARKIT LTD | SHS | G47567105 | 69,432 | 1,089,644 | SH | SOLE | 906,488 | 0 | 183,156 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 104,084 | 690,169 | SH | SOLE | 532,484 | 0 | 157,685 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 194,885 | 1,538,527 | SH | SOLE | 1,204,982 | 0 | 333,545 | ||
INGEVITY CORP | COM | 45688C107 | 29,864 | 283,955 | SH | SOLE | 137,475 | 0 | 146,480 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 37,409 | 669,817 | SH | SOLE | 335,167 | 0 | 334,650 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 276 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
INTERSECT ENT INC | COM | 46071F103 | 27,631 | 1,214,025 | SH | SOLE | 811,740 | 0 | 402,285 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 31,901 | 419,255 | SH | SOLE | 220,825 | 0 | 198,430 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 26,177 | 2,392,774 | SH | SOLE | 1,173,085 | 0 | 1,219,689 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 7,268 | 65,010 | SH | SOLE | 36,790 | 0 | 28,220 | ||
KEMPER CORP DEL | COM | 488401100 | 42,750 | 495,420 | SH | SOLE | 289,523 | 0 | 205,897 | ||
LAM RESEARCH CORP | COM | 512807108 | 44,801 | 238,505 | SH | SOLE | 184,640 | 0 | 53,865 | ||
LENNOX INTL INC | COM | 526107107 | 114,617 | 416,789 | SH | SOLE | 322,402 | 0 | 94,387 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 29,560 | 359,081 | SH | SOLE | 173,371 | 0 | 185,710 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 3,137 | 47,350 | SH | SOLE | 47,350 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 54,192 | 664,359 | SH | SOLE | 417,807 | 0 | 246,552 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 53,418 | 296,422 | SH | SOLE | 240,767 | 0 | 55,655 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 54,860 | 1,027,148 | SH | SOLE | 854,339 | 0 | 172,809 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 58,526 | 209,068 | SH | SOLE | 131,315 | 0 | 77,753 | ||
MARATHON PETE CORP | COM | 56585A102 | 168,980 | 3,023,974 | SH | SOLE | 2,364,513 | 0 | 659,461 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 134,357 | 957,706 | SH | SOLE | 738,441 | 0 | 219,265 | ||
MARTEN TRANS LTD | COM | 573075108 | 1,782 | 98,166 | SH | SOLE | 98,166 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 27,975 | 187,977 | SH | SOLE | 90,546 | 0 | 97,431 | ||
MATSON INC | COM | 57686G105 | 12,191 | 313,804 | SH | SOLE | 160,864 | 0 | 152,940 | ||
MEDICINES CO | COM | 584688105 | 169,476 | 4,647,008 | SH | SOLE | 3,537,899 | 0 | 1,109,109 | ||
MERCK & CO INC | COM | 58933Y105 | 8,260 | 98,514 | SH | SOLE | 60,358 | 0 | 38,156 | ||
MERITOR INC | COM | 59001K100 | 23,479 | 968,200 | SH | SOLE | 733,760 | 0 | 234,440 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 199,619 | 237,642 | SH | SOLE | 179,801 | 0 | 57,841 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 45,832 | 528,624 | SH | SOLE | 397,764 | 0 | 130,860 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 54,743 | 1,418,588 | SH | SOLE | 1,099,162 | 0 | 319,426 | ||
MICROSOFT CORP | COM | 594918104 | 275,438 | 2,056,122 | SH | SOLE | 1,584,624 | 0 | 471,498 | ||
MICROSTRATEGY INC | CL A NEW | 594972408 | 14,447 | 100,810 | SH | SOLE | 55,670 | 0 | 45,140 | ||
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 15,585 | 1,251,779 | SH | SOLE | 613,959 | 0 | 637,820 | ||
MSA SAFETY INC | COM | 553498106 | 25,690 | 243,764 | SH | SOLE | 117,734 | 0 | 126,030 | ||
MSCI INC | COM | 55354G100 | 35,089 | 146,946 | SH | SOLE | 117,973 | 0 | 28,973 | ||
NASDAQ INC | COM | 631103108 | 370 | 3,850 | SH | SOLE | 3,850 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 36,835 | 1,184,401 | SH | SOLE | 920,221 | 0 | 264,180 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 898 | 25,250 | SH | SOLE | 25,250 | 0 | 0 | ||
NEON THERAPEUTICS INC | COM | 64050Y100 | 149 | 31,400 | SH | SOLE | 31,400 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 138,846 | 377,998 | SH | SOLE | 296,616 | 0 | 81,382 | ||
NEW RELIC INC | COM | 64829B100 | 19,469 | 225,054 | SH | SOLE | 170,494 | 0 | 54,560 | ||
NEWMARK GROUP INC | CL A | 65158N102 | 32,718 | 3,643,445 | SH | SOLE | 2,677,872 | 0 | 965,573 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 16,278 | 161,170 | SH | SOLE | 87,786 | 0 | 73,384 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 6,254 | 30,530 | SH | SOLE | 24,170 | 0 | 6,360 | ||
NICE LTD | SPONSORED ADR | 653656108 | 78,544 | 573,311 | SH | SOLE | 403,096 | 0 | 170,215 | ||
NIKE INC | CL B | 654106103 | 54,845 | 653,307 | SH | SOLE | 475,326 | 0 | 177,981 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 22,578 | 1,413,776 | SH | SOLE | 683,516 | 0 | 730,260 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 595 | 6,091 | SH | SOLE | 6,091 | 0 | 0 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 20,386 | 136,582 | SH | SOLE | 103,492 | 0 | 33,090 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 82,889 | 4,101,364 | SH | SOLE | 3,142,534 | 0 | 958,830 | ||
ORCHARD THERAPEUTICS PLC | ADS | 68570P101 | 14,610 | 1,044,336 | SH | SOLE | 656,685 | 0 | 387,651 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 22,286 | 1,040,894 | SH | SOLE | 788,684 | 0 | 252,210 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 48,652 | 238,769 | SH | SOLE | 184,823 | 0 | 53,946 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 297 | 12,340 | SH | SOLE | 12,340 | 0 | 0 | ||
PAYLOCITY HLDG CORP | COM | 70438V106 | 13,733 | 146,375 | SH | SOLE | 70,986 | 0 | 75,389 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 101,001 | 882,413 | SH | SOLE | 648,879 | 0 | 233,534 | ||
PBF ENERGY INC | CL A | 69318G106 | 47,325 | 1,511,991 | SH | SOLE | 966,931 | 0 | 545,060 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 26,587 | 664,184 | SH | SOLE | 508,294 | 0 | 155,890 | ||
PIONEER NAT RES CO | COM | 723787107 | 76,180 | 495,128 | SH | SOLE | 404,458 | 0 | 90,670 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 124,108 | 1,552,708 | SH | SOLE | 1,171,213 | 0 | 381,495 | ||
PROOFPOINT INC | COM | 743424103 | 49,707 | 413,364 | SH | SOLE | 279,690 | 0 | 133,674 | ||
PURE STORAGE INC | CL A | 74624M102 | 57,611 | 3,772,827 | SH | SOLE | 2,895,647 | 0 | 877,180 | ||
QTS RLTY TR INC | COM CL A | 74736A103 | 43,592 | 943,955 | SH | SOLE | 714,245 | 0 | 229,710 | ||
QUALCOMM INC | COM | 747525103 | 64,679 | 850,251 | SH | SOLE | 656,633 | 0 | 193,618 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 48,131 | 472,751 | SH | SOLE | 343,496 | 0 | 129,255 | ||
QUOTIENT LTD | SHS | G73268107 | 225 | 24,100 | SH | SOLE | 24,100 | 0 | 0 | ||
RALPH LAUREN CORP | CL A | 751212101 | 20,419 | 179,757 | SH | SOLE | 136,357 | 0 | 43,400 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 42,885 | 507,212 | SH | SOLE | 380,607 | 0 | 126,605 | ||
REALPAGE INC | COM | 75606N109 | 44,191 | 750,917 | SH | SOLE | 577,187 | 0 | 173,730 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 8,462 | 564,132 | SH | SOLE | 427,402 | 0 | 136,730 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 33,008 | 201,478 | SH | SOLE | 155,798 | 0 | 45,680 | ||
ROGERS CORP | COM | 775133101 | 38,834 | 225,020 | SH | SOLE | 136,593 | 0 | 88,427 | ||
ROSS STORES INC | COM | 778296103 | 50,441 | 508,891 | SH | SOLE | 393,691 | 0 | 115,200 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 7,613 | 62,810 | SH | SOLE | 35,625 | 0 | 27,185 | ||
RPM INTL INC | COM | 749685103 | 52,136 | 853,148 | SH | SOLE | 660,518 | 0 | 192,630 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 29,382 | 804,535 | SH | SOLE | 417,339 | 0 | 387,196 | ||
RYDER SYS INC | COM | 783549108 | 25,722 | 441,197 | SH | SOLE | 222,867 | 0 | 218,330 | ||
S&P GLOBAL INC | COM | 78409V104 | 118,998 | 522,403 | SH | SOLE | 407,716 | 0 | 114,687 | ||
SALESFORCE COM INC | COM | 79466L302 | 176,215 | 1,161,370 | SH | SOLE | 915,273 | 0 | 246,097 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 41,613 | 273,857 | SH | SOLE | 207,712 | 0 | 66,145 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 64,644 | 287,511 | SH | SOLE | 223,285 | 0 | 64,226 | ||
SERVICENOW INC | COM | 81762P102 | 235,106 | 856,270 | SH | SOLE | 670,882 | 0 | 185,388 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 34,906 | 288,860 | SH | SOLE | 223,810 | 0 | 65,050 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 10,495 | 216,844 | SH | SOLE | 105,191 | 0 | 111,653 | ||
SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 49,585 | 1,162,327 | SH | SOLE | 752,391 | 0 | 409,936 | ||
SPLUNK INC | COM | 848637104 | 71,827 | 571,187 | SH | SOLE | 443,750 | 0 | 127,437 | ||
SQUARE INC | CL A | 852234103 | 32,047 | 441,850 | SH | SOLE | 338,870 | 0 | 102,980 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 64,616 | 1,121,608 | SH | SOLE | 868,188 | 0 | 253,420 | ||
STARBUCKS CORP | COM | 855244109 | 5,181 | 61,799 | SH | SOLE | 35,484 | 0 | 26,315 | ||
STERIS PLC | SHS USD | G8473T100 | 121,188 | 813,999 | SH | SOLE | 659,726 | 0 | 154,273 | ||
STRATEGIC ED INC | COM | 86272C103 | 32,535 | 182,781 | SH | SOLE | 101,831 | 0 | 80,950 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 47,509 | 2,468,009 | SH | SOLE | 1,518,304 | 0 | 949,705 | ||
SUN CMNTYS INC | COM | 866674104 | 35,450 | 276,545 | SH | SOLE | 209,295 | 0 | 67,250 | ||
SVB FINL GROUP | COM | 78486Q101 | 28,966 | 128,971 | SH | SOLE | 100,015 | 0 | 28,956 | ||
T MOBILE US INC | COM | 872590104 | 103,107 | 1,390,705 | SH | SOLE | 1,075,685 | 0 | 315,020 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 21,088 | 127,018 | SH | SOLE | 61,314 | 0 | 65,704 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 529 | 8,200 | SH | SOLE | 8,200 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 5,972 | 68,955 | SH | SOLE | 38,850 | 0 | 30,105 | ||
TELADOC HEALTH INC | COM | 87918A105 | 17,489 | 263,354 | SH | SOLE | 127,474 | 0 | 135,880 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 175,903 | 642,288 | SH | SOLE | 459,055 | 0 | 183,233 | ||
TEXAS INSTRS INC | COM | 882508104 | 8,363 | 72,875 | SH | SOLE | 41,260 | 0 | 31,615 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 133,357 | 454,091 | SH | SOLE | 352,230 | 0 | 101,861 | ||
THUNDER BRIDGE ACQUISITION L | SHS CLASS A | G8857R100 | 358 | 34,300 | SH | SOLE | 34,300 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 21,599 | 420,708 | SH | SOLE | 205,838 | 0 | 214,870 | ||
TOPBUILD CORP | COM | 89055F103 | 75,263 | 909,408 | SH | SOLE | 549,378 | 0 | 360,030 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 91,288 | 711,688 | SH | SOLE | 612,833 | 0 | 98,855 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 57,081 | 524,639 | SH | SOLE | 406,189 | 0 | 118,450 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 108,352 | 223,960 | SH | SOLE | 178,292 | 0 | 45,668 | ||
TRANSUNION | COM | 89400J107 | 97,876 | 1,331,468 | SH | SOLE | 1,024,424 | 0 | 307,044 | ||
TREX CO INC | COM | 89531P105 | 34,208 | 477,104 | SH | SOLE | 242,574 | 0 | 234,530 | ||
TURNING POINT THERAPEUTICS I | COM | 90041T108 | 224 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 63,676 | 467,002 | SH | SOLE | 366,822 | 0 | 100,180 | ||
ULTA BEAUTY INC | COM | 90384S303 | 87,856 | 253,268 | SH | SOLE | 203,405 | 0 | 49,863 | ||
UNION PACIFIC CORP | COM | 907818108 | 114,990 | 679,974 | SH | SOLE | 521,924 | 0 | 158,050 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 73,965 | 303,123 | SH | SOLE | 218,379 | 0 | 84,744 | ||
UNIVAR INC | COM | 91336L107 | 609 | 27,650 | SH | SOLE | 27,650 | 0 | 0 | ||
V F CORP | COM | 918204108 | 30,285 | 346,707 | SH | SOLE | 268,937 | 0 | 77,770 | ||
VAIL RESORTS INC | COM | 91879Q109 | 2,709 | 12,140 | SH | SOLE | 12,140 | 0 | 0 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 8,074 | 94,315 | SH | SOLE | 56,980 | 0 | 37,335 | ||
VENTAS INC | COM | 92276F100 | 323 | 4,719 | SH | SOLE | 4,719 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 7,694 | 134,675 | SH | SOLE | 76,410 | 0 | 58,265 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 145,112 | 791,320 | SH | SOLE | 604,702 | 0 | 186,618 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 24,279 | 1,826,829 | SH | SOLE | 897,774 | 0 | 929,055 | ||
VISA INC | COM CL A | 92826C839 | 258,607 | 1,490,102 | SH | SOLE | 1,168,060 | 0 | 322,042 | ||
WALMART INC | COM | 931142103 | 79,415 | 718,749 | SH | SOLE | 510,884 | 0 | 207,865 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 1,213 | 12,686 | SH | SOLE | 12,686 | 0 | 0 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 463 | 3,700 | SH | SOLE | 3,700 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 27,565 | 132,458 | SH | SOLE | 61,481 | 0 | 70,977 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 24,186 | 408,545 | SH | SOLE | 201,110 | 0 | 207,435 | ||
WOLVERINE WORLD WIDE INC | COM | 978097103 | 22,039 | 800,268 | SH | SOLE | 393,218 | 0 | 407,050 | ||
WOODWARD INC | COM | 980745103 | 55,453 | 490,039 | SH | SOLE | 324,579 | 0 | 165,460 | ||
WORLD WRESTLING ENTMT INC | CL A | 98156Q108 | 9,756 | 135,111 | SH | SOLE | 103,271 | 0 | 31,840 | ||
WORLDPAY INC | CL A | 981558109 | 127,375 | 1,039,370 | SH | SOLE | 877,435 | 0 | 161,935 | ||
WPX ENERGY INC | COM | 98212B103 | 41,377 | 3,594,836 | SH | SOLE | 2,099,866 | 0 | 1,494,970 | ||
WRIGHT MED GROUP N V | ORD SHS | N96617118 | 14,342 | 480,957 | SH | SOLE | 226,939 | 0 | 254,018 | ||
XILINX INC | COM | 983919101 | 29,349 | 248,888 | SH | SOLE | 192,618 | 0 | 56,270 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 40,857 | 884,346 | SH | SOLE | 686,346 | 0 | 198,000 | ||
ZENDESK INC | COM | 98936J101 | 87,447 | 982,224 | SH | SOLE | 821,359 | 0 | 160,865 |