The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 44,329 2,139,452 SH   SOLE   1,785,502 0 353,950
ABBOTT LABS COM 002824100 10,916 130,462 SH   SOLE   75,997 0 54,465
ACCELERON PHARMA INC COM 00434H108 48,875 1,237,031 SH   SOLE   1,013,441 0 223,590
ADOBE INC COM 00724F101 106,380 385,086 SH   SOLE   290,805 0 94,281
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 97,759 634,635 SH   SOLE   466,815 0 167,820
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 22,541 280,297 SH   SOLE   211,857 0 68,440
ALPHABET INC CAP STK CL C 02079K107 18,247 14,969 SH   SOLE   14,567 0 402
ALPHABET INC CAP STK CL A 02079K305 280,049 229,334 SH   SOLE   179,138 0 50,196
ALTICE USA INC CL A 02156K103 65,315 2,277,376 SH   SOLE   1,831,219 0 446,157
AMAZON COM INC COM 023135106 304,758 175,561 SH   SOLE   140,294 0 35,267
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 14,114 870,133 SH   SOLE   771,813 0 98,320
AMETEK INC NEW COM 031100100 165,079 1,797,857 SH   SOLE   1,460,332 0 337,525
APELLIS PHARMACEUTICALS INC COM 03753U106 7,080 293,901 SH   SOLE   259,451 0 34,450
APOLLO GLOBAL MGMT INC COM CL A 03768E105 18,554 490,587 SH   SOLE   363,847 0 126,740
APPLE INC COM 037833100 311,517 1,390,886 SH   SOLE   1,131,163 0 259,723
APPLIED MATLS INC COM 038222105 101,582 2,035,706 SH   SOLE   1,559,166 0 476,540
ARCHER DANIELS MIDLAND CO COM 039483102 6,209 151,189 SH   SOLE   88,639 0 62,550
ARISTA NETWORKS INC COM 040413106 25,426 106,420 SH   SOLE   85,640 0 20,780
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 108,269 1,124,054 SH   SOLE   983,997 0 140,057
AUTODESK INC COM 052769106 52,055 352,437 SH   SOLE   283,522 0 68,915
AVERY DENNISON CORP COM 053611109 11,038 97,195 SH   SOLE   67,230 0 29,965
AVNET INC COM 053807103 1,643 36,930 SH   SOLE   36,930 0 0
AXONICS MODULATION TECH INC COM 05465P101 293 10,900 SH   SOLE   10,900 0 0
BERRY GLOBAL GROUP INC COM 08579W103 19,267 490,635 SH   SOLE   437,795 0 52,840
BIO RAD LABS INC CL A 090572207 137,060 411,912 SH   SOLE   356,807 0 55,105
BIOGEN INC COM 09062X103 562 2,414 SH   SOLE   2,414 0 0
BLACK KNIGHT INC COM 09215C105 65,846 1,078,374 SH   SOLE   890,865 0 187,509
BLACKSTONE GROUP INC COM CL A 09260D107 86,110 1,763,111 SH   SOLE   1,260,946 0 502,165
BLUEPRINT MEDICINES CORP COM 09627Y109 62,226 846,959 SH   SOLE   690,199 0 156,760
BOSTON SCIENTIFIC CORP COM 101137107 80,218 1,971,434 SH   SOLE   1,431,549 0 539,885
BOYD GAMING CORP COM 103304101 451 18,820 SH   SOLE   18,820 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 23,058 151,203 SH   SOLE   137,583 0 13,620
BRISTOL MYERS SQUIBB CO COM 110122108 84,932 1,674,853 SH   SOLE   1,322,237 0 352,616
BROADCOM INC COM 11135F101 95,885 347,320 SH   SOLE   262,503 0 84,817
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 107,459 2,024,096 SH   SOLE   1,585,237 0 438,859
BURLINGTON STORES INC COM 122017106 30,955 154,913 SH   SOLE   117,063 0 37,850
CABOT MICROELECTRONICS CORP COM 12709P103 27,974 198,104 SH   SOLE   174,514 0 23,590
CATALENT INC COM 148806102 23,289 488,640 SH   SOLE   429,920 0 58,720
CATERPILLAR INC DEL COM 149123101 93,596 741,006 SH   SOLE   570,949 0 170,057
CBOE GLOBAL MARKETS INC COM 12503M108 391 3,400 SH   SOLE   3,400 0 0
CELANESE CORP DEL COM 150870103 2,633 21,530 SH   SOLE   21,530 0 0
CERIDIAN HCM HLDG INC COM 15677J108 26,185 530,376 SH   SOLE   400,516 0 129,860
CHARLES RIV LABS INTL INC COM 159864107 29,076 219,658 SH   SOLE   165,918 0 53,740
CHARTER COMMUNICATIONS INC N CL A 16119P108 147,789 358,607 SH   SOLE   288,780 0 69,827
CISCO SYS INC COM 17275R102 81,280 1,645,021 SH   SOLE   1,196,161 0 448,860
CME GROUP INC COM 12572Q105 5,458 25,825 SH   SOLE   22,975 0 2,850
COCA COLA CO COM 191216100 8,134 149,420 SH   SOLE   86,770 0 62,650
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 45,416 753,613 SH   SOLE   586,253 0 167,360
COHERENT INC COM 192479103 35,823 233,040 SH   SOLE   195,654 0 37,386
CONSTELLATION BRANDS INC CL A 21036P108 104,045 501,956 SH   SOLE   394,210 0 107,746
COOPER COS INC COM NEW 216648402 113,287 381,437 SH   SOLE   290,481 0 90,956
CORREVIO PHARMA CORP COM 22026V105 9,753 4,876,455 SH   SOLE   4,341,005 0 535,450
COSTAR GROUP INC COM 22160N109 34,258 57,752 SH   SOLE   45,469 0 12,283
COUPA SOFTWARE INC COM 22266L106 21,022 162,244 SH   SOLE   122,544 0 39,700
COVETRUS INC COM 22304C100 8,688 730,716 SH   SOLE   551,586 0 179,130
CSX CORP COM 126408103 660 9,530 SH   SOLE   9,530 0 0
CVS HEALTH CORP COM 126650100 6,804 107,880 SH   SOLE   63,210 0 44,670
CYRUSONE INC COM 23283R100 18,240 230,593 SH   SOLE   200,983 0 29,610
D R HORTON INC COM 23331A109 38,996 739,829 SH   SOLE   575,419 0 164,410
DANAHER CORPORATION COM 235851102 5,130 35,518 SH   SOLE   32,781 0 2,737
DARDEN RESTAURANTS INC COM 237194105 5,067 42,862 SH   SOLE   25,122 0 17,740
DEXCOM INC COM 252131107 86,776 581,453 SH   SOLE   455,843 0 125,610
DIAMONDBACK ENERGY INC COM 25278X109 31,139 346,337 SH   SOLE   258,827 0 87,510
DISNEY WALT CO COM DISNEY 254687106 80,996 621,515 SH   SOLE   488,908 0 132,607
DUNKIN BRANDS GROUP INC COM 265504100 357 4,500 SH   SOLE   4,500 0 0
EAST WEST BANCORP INC COM 27579R104 1,729 39,030 SH   SOLE   39,030 0 0
ELDORADO RESORTS INC COM 28470R102 54,257 1,360,859 SH   SOLE   1,118,276 0 242,583
ENTEGRIS INC COM 29362U104 27,094 575,740 SH   SOLE   435,000 0 140,740
ENVESTNET INC COM 29404K106 13,299 234,554 SH   SOLE   176,534 0 58,020
EOG RES INC COM 26875P101 52,246 703,935 SH   SOLE   517,650 0 186,285
ESSENT GROUP LTD COM G3198U102 68,274 1,432,232 SH   SOLE   1,163,502 0 268,730
F M C CORP COM NEW 302491303 25,388 289,554 SH   SOLE   218,458 0 71,096
FACEBOOK INC CL A 30303M102 232,505 1,305,621 SH   SOLE   1,050,324 0 255,297
FAIR ISAAC CORP COM 303250104 60,968 200,871 SH   SOLE   163,340 0 37,531
FATE THERAPEUTICS INC COM 31189P102 14,064 905,619 SH   SOLE   805,029 0 100,590
FIBROGEN INC COM 31572Q808 11,687 316,045 SH   SOLE   278,475 0 37,570
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 26,854 604,673 SH   SOLE   456,473 0 148,200
FIDELITY NATL INFORMATION SV COM 31620M106 209,957 1,581,476 SH   SOLE   1,267,628 0 313,848
FIFTH THIRD BANCORP COM 316773100 5,801 211,870 SH   SOLE   122,485 0 89,385
FIRST AMERN FINL CORP COM 31847R102 4,684 79,379 SH   SOLE   46,529 0 32,850
FIRST HAWAIIAN INC COM 32051X108 13,797 516,760 SH   SOLE   454,610 0 62,150
FIRSTCASH INC COM 33767D105 26,210 285,922 SH   SOLE   251,932 0 33,990
FISERV INC COM 337738108 52,653 508,284 SH   SOLE   408,694 0 99,590
FIVE BELOW INC COM 33829M101 63,550 503,962 SH   SOLE   411,482 0 92,480
FLEETCOR TECHNOLOGIES INC COM 339041105 60,885 212,306 SH   SOLE   170,732 0 41,574
FLOWSERVE CORP COM 34354P105 45,147 966,528 SH   SOLE   798,828 0 167,700
FORTINET INC COM 34959E109 76,759 999,989 SH   SOLE   789,329 0 210,660
GALLAGHER ARTHUR J & CO COM 363576109 100,550 1,122,585 SH   SOLE   865,605 0 256,980
GARTNER INC COM 366651107 3,782 26,449 SH   SOLE   24,519 0 1,930
GLOBAL PMTS INC COM 37940X102 142,864 898,516 SH   SOLE   766,721 0 131,795
GRACE W R & CO DEL NEW COM 38388F108 29,645 444,050 SH   SOLE   335,395 0 108,655
GRAND CANYON ED INC COM 38526M106 19,688 200,490 SH   SOLE   151,492 0 48,998
GROCERY OUTLET HLDG CORP COM 39874R101 2,578 74,351 SH   SOLE   65,491 0 8,860
GUIDEWIRE SOFTWARE INC COM 40171V100 42,868 406,798 SH   SOLE   307,298 0 99,500
HAEMONETICS CORP COM 405024100 61,945 491,083 SH   SOLE   401,713 0 89,370
HAMILTON LANE INC CL A 407497106 18,059 317,047 SH   SOLE   281,007 0 36,040
HEICO CORP NEW CL A 422806208 45,463 467,200 SH   SOLE   435,438 0 31,762
HENRY JACK & ASSOC INC COM 426281101 6,893 47,219 SH   SOLE   27,102 0 20,117
HILTON WORLDWIDE HLDGS INC COM 43300A203 71,748 770,568 SH   SOLE   619,993 0 150,575
HOME DEPOT INC COM 437076102 185,258 798,456 SH   SOLE   643,301 0 155,155
HUBSPOT INC COM 443573100 30,491 201,118 SH   SOLE   151,988 0 49,130
HUNT J B TRANS SVCS INC COM 445658107 93,389 844,002 SH   SOLE   661,400 0 182,602
IAC INTERACTIVECORP COM 44919P508 34,874 159,993 SH   SOLE   137,763 0 22,230
ICON PLC SHS G4705A100 96,824 657,146 SH   SOLE   556,051 0 101,095
IDEXX LABS INC COM 45168D104 80,254 295,127 SH   SOLE   244,672 0 50,455
IHS MARKIT LTD SHS G47567105 58,201 870,236 SH   SOLE   741,349 0 128,887
ILLINOIS TOOL WKS INC COM 452308109 123,161 787,021 SH   SOLE   615,033 0 171,988
INGERSOLL-RAND PLC SHS G47791101 172,507 1,400,105 SH   SOLE   1,109,060 0 291,045
INGEVITY CORP COM 45688C107 24,678 290,874 SH   SOLE   256,224 0 34,650
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 23,750 395,377 SH   SOLE   350,677 0 44,700
INTERNATIONAL BUSINESS MACHS COM 459200101 291 2,000 SH   SOLE   2,000 0 0
INTERSECT ENT INC COM 46071F103 20,360 1,196,926 SH   SOLE   1,103,866 0 93,060
INTERXION HOLDING N.V SHS N47279109 37,928 465,598 SH   SOLE   413,998 0 51,600
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 21,656 2,522,489 SH   SOLE   2,235,279 0 287,210
JPMORGAN CHASE & CO COM 46625H100 7,533 64,010 SH   SOLE   36,790 0 27,220
KEMPER CORP DEL COM 488401100 25,250 323,931 SH   SOLE   287,791 0 36,140
KNOWLES CORP COM 49926D109 34,030 1,673,052 SH   SOLE   1,549,173 0 123,879
L3HARRIS TECHNOLOGIES INC COM 502431109 161,158 772,420 SH   SOLE   611,921 0 160,499
LAM RESEARCH CORP COM 512807108 28,434 123,034 SH   SOLE   98,879 0 24,155
LINCOLN ELEC HLDGS INC COM 533900106 59,680 687,879 SH   SOLE   564,975 0 122,904
LIVE NATION ENTERTAINMENT IN COM 538034109 3,141 47,350 SH   SOLE   47,350 0 0
LPL FINL HLDGS INC COM 50212V100 72,395 883,940 SH   SOLE   744,500 0 139,440
LULULEMON ATHLETICA INC COM 550021109 60,447 313,959 SH   SOLE   267,984 0 45,975
LUMENTUM HLDGS INC COM 55024U109 20,860 389,479 SH   SOLE   294,199 0 95,280
MADISON SQUARE GARDEN CO NEW CL A 55825T103 55,144 209,261 SH   SOLE   170,581 0 38,680
MARATHON PETE CORP COM 56585A102 166,455 2,739,997 SH   SOLE   2,195,349 0 544,648
MARRIOTT INTL INC NEW CL A 571903202 99,795 802,404 SH   SOLE   635,344 0 167,060
MARTEN TRANS LTD COM 573075108 2,040 98,166 SH   SOLE   98,166 0 0
MASIMO CORP COM 574795100 32,949 221,445 SH   SOLE   194,845 0 26,600
MATSON INC COM 57686G105 12,936 344,878 SH   SOLE   278,048 0 66,830
MEDICINES CO COM 584688105 323,420 6,468,402 SH   SOLE   5,363,490 0 1,104,912
MERCK & CO INC COM 58933Y105 8,189 97,284 SH   SOLE   60,358 0 36,926
MERITOR INC COM 59001K100 17,652 954,164 SH   SOLE   720,854 0 233,310
METTLER TOLEDO INTERNATIONAL COM 592688105 158,957 225,663 SH   SOLE   174,438 0 51,225
MICROCHIP TECHNOLOGY INC COM 595017104 46,615 501,723 SH   SOLE   391,303 0 110,420
MICROSOFT CORP COM 594918104 314,500 2,262,099 SH   SOLE   1,775,773 0 486,326
MIMECAST LTD ORD SHS G14838109 21,622 606,169 SH   SOLE   537,149 0 69,020
MOMENTA PHARMACEUTICALS INC COM 60877T100 12,742 983,216 SH   SOLE   871,906 0 111,310
MSA SAFETY INC COM 553498106 21,552 197,523 SH   SOLE   173,903 0 23,620
MSCI INC COM 55354G100 35,970 165,191 SH   SOLE   136,433 0 28,758
NASDAQ INC COM 631103108 382 3,850 SH   SOLE   3,850 0 0
NCR CORP NEW COM 62886E108 42,692 1,352,719 SH   SOLE   1,088,069 0 264,650
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,966 19,220 SH   SOLE   19,220 0 0
NEXTERA ENERGY INC COM 65339F101 7,035 30,193 SH   SOLE   24,213 0 5,980
NICE LTD SPONSORED ADR 653656108 81,690 568,083 SH   SOLE   480,128 0 87,955
NIKE INC CL B 654106103 473 5,039 SH   SOLE   5,039 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 23,702 1,453,242 SH   SOLE   1,279,742 0 173,500
NXP SEMICONDUCTORS N V COM N6596X109 237 2,170 SH   SOLE   2,170 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 22,882 134,625 SH   SOLE   101,715 0 32,910
ON SEMICONDUCTOR CORP COM 682189105 72,373 3,767,480 SH   SOLE   2,944,440 0 823,040
ORCHARD THERAPEUTICS PLC ADS 68570P101 12,796 1,077,111 SH   SOLE   984,820 0 92,291
ORION ENGINEERED CARBONS S A COM L72967109 34,963 2,092,346 SH   SOLE   1,782,268 0 310,078
PACIRA BIOSCIENCES COM 695127100 19,603 514,929 SH   SOLE   453,179 0 61,750
PALO ALTO NETWORKS INC COM 697435105 46,041 225,880 SH   SOLE   181,634 0 44,246
PALOMAR HLDGS INC COM 69753M105 15,274 387,463 SH   SOLE   342,673 0 44,790
PAPA JOHNS INTL INC COM 698813102 25,726 491,420 SH   SOLE   416,231 0 75,189
PAYLOCITY HLDG CORP COM 70438V106 14,602 149,639 SH   SOLE   131,759 0 17,880
PAYPAL HLDGS INC COM 70450Y103 68,905 665,171 SH   SOLE   494,457 0 170,714
PBF ENERGY INC CL A 69318G106 56,196 2,066,779 SH   SOLE   1,627,339 0 439,440
PERFORMANCE FOOD GROUP CO COM 71377A103 30,161 655,537 SH   SOLE   499,897 0 155,640
PFIZER INC COM 717081103 5,043 140,347 SH   SOLE   112,537 0 27,810
PIONEER NAT RES CO COM 723787107 56,373 448,224 SH   SOLE   387,034 0 61,190
PROGRESSIVE CORP OHIO COM 743315103 73,761 954,837 SH   SOLE   726,362 0 228,475
PROOFPOINT INC COM 743424103 53,533 414,827 SH   SOLE   382,537 0 32,290
PURE STORAGE INC CL A 74624M102 56,633 3,343,154 SH   SOLE   2,617,464 0 725,690
QTS RLTY TR INC COM CL A 74736A103 43,009 836,581 SH   SOLE   630,901 0 205,680
QUALCOMM INC COM 747525103 4,724 61,929 SH   SOLE   36,349 0 25,580
QUEST DIAGNOSTICS INC COM 74834L100 49,820 465,479 SH   SOLE   338,274 0 127,205
QUOTIENT LTD SHS G73268107 187 24,100 SH   SOLE   24,100 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 4,216 51,126 SH   SOLE   47,626 0 3,500
REALPAGE INC COM 75606N109 46,572 740,891 SH   SOLE   567,941 0 172,950
REPAY HLDGS CORP COM CL A 76029L100 9,787 734,214 SH   SOLE   651,394 0 82,820
RMR GROUP INC CL A 74967R106 17,442 383,509 SH   SOLE   338,297 0 45,212
ROCKET PHARMACEUTICALS INC COM 77313F106 9,158 786,114 SH   SOLE   593,476 0 192,638
ROCKWELL AUTOMATION INC COM 773903109 31,344 190,195 SH   SOLE   152,885 0 37,310
ROGERS CORP COM 775133101 21,108 154,397 SH   SOLE   133,671 0 20,726
ROSS STORES INC COM 778296103 52,587 478,713 SH   SOLE   384,903 0 93,810
RPM INTL INC COM 749685103 46,775 679,773 SH   SOLE   546,513 0 133,260
RUSH ENTERPRISES INC CL A 781846209 36,989 958,754 SH   SOLE   819,380 0 139,374
RYDER SYS INC COM 783549108 19,273 372,286 SH   SOLE   328,836 0 43,450
S&P GLOBAL INC COM 78409V104 118,786 484,879 SH   SOLE   388,010 0 96,869
SAGE THERAPEUTICS INC COM 78667J108 20,617 146,961 SH   SOLE   111,031 0 35,930
SALESFORCE COM INC COM 79466L302 167,847 1,130,739 SH   SOLE   904,262 0 226,477
SAREPTA THERAPEUTICS INC COM 803607100 24,145 320,561 SH   SOLE   243,218 0 77,343
SBA COMMUNICATIONS CORP NEW CL A 78410G104 43,989 182,413 SH   SOLE   147,273 0 35,140
SERVICENOW INC COM 81762P102 188,837 743,894 SH   SOLE   596,271 0 147,623
SIGNATURE BK NEW YORK N Y COM 82669G104 31,714 266,013 SH   SOLE   216,103 0 49,910
SMARTSHEET INC COM CL A 83200N103 14,382 399,155 SH   SOLE   351,225 0 47,930
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 63,962 1,336,446 SH   SOLE   1,199,478 0 136,968
SPLUNK INC COM 848637104 93,866 796,417 SH   SOLE   646,580 0 149,837
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 36,684 711,338 SH   SOLE   572,088 0 139,250
STARBUCKS CORP COM 855244109 5,348 60,481 SH   SOLE   35,396 0 25,085
STERIS PLC SHS USD G8473T100 100,997 698,993 SH   SOLE   570,240 0 128,753
STRATEGIC ED INC COM 86272C103 25,473 187,466 SH   SOLE   166,846 0 20,620
SUMMIT MATLS INC CL A 86614U100 41,044 1,848,819 SH   SOLE   1,507,135 0 341,684
SUN CMNTYS INC COM 866674104 36,617 246,662 SH   SOLE   186,042 0 60,620
T MOBILE US INC COM 872590104 96,084 1,219,802 SH   SOLE   956,212 0 263,590
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 46,623 371,975 SH   SOLE   298,795 0 73,180
TANDEM DIABETES CARE INC COM NEW 875372203 499 8,454 SH   SOLE   8,454 0 0
TARGET CORP COM 87612E106 7,184 67,195 SH   SOLE   38,850 0 28,345
TELADOC HEALTH INC COM 87918A105 18,309 270,363 SH   SOLE   238,283 0 32,080
TELEDYNE TECHNOLOGIES INC COM 879360105 210,609 654,085 SH   SOLE   541,358 0 112,727
TEXAS INSTRS INC COM 882508104 9,265 71,685 SH   SOLE   41,260 0 30,425
THERMO FISHER SCIENTIFIC INC COM 883556102 136,162 467,476 SH   SOLE   371,908 0 95,568
TIMKEN CO COM 887389104 28,573 656,689 SH   SOLE   547,839 0 108,850
TOPBUILD CORP COM 89055F103 89,018 923,136 SH   SOLE   767,126 0 156,010
TRADEWEB MKTS INC CL A 892672106 12,412 335,643 SH   SOLE   269,683 0 65,960
TRANSDIGM GROUP INC COM 893641100 117,979 226,591 SH   SOLE   189,154 0 37,437
TRANSUNION COM 89400J107 103,405 1,274,873 SH   SOLE   1,006,759 0 268,114
TREX CO INC COM 89531P105 86,883 955,488 SH   SOLE   783,538 0 171,950
TWILIO INC CL A 90138F102 45,452 413,348 SH   SOLE   322,858 0 90,490
ULTA BEAUTY INC COM 90384S303 64,251 256,337 SH   SOLE   215,438 0 40,899
UNION PACIFIC CORP COM 907818108 87,929 542,837 SH   SOLE   424,457 0 118,380
UNITEDHEALTH GROUP INC COM 91324P102 618 2,845 SH   SOLE   2,845 0 0
UNIVAR SOLUTIONS INC COM 91336L107 574 27,650 SH   SOLE   27,650 0 0
V F CORP COM 918204108 36,682 412,199 SH   SOLE   332,199 0 80,000
VAIL RESORTS INC COM 91879Q109 7,655 33,641 SH   SOLE   24,741 0 8,900
VALERO ENERGY CORP NEW COM 91913Y100 689 8,080 SH   SOLE   8,080 0 0
VENTAS INC COM 92276F100 324 4,442 SH   SOLE   4,442 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,048 133,335 SH   SOLE   76,410 0 56,925
VERTEX PHARMACEUTICALS INC COM 92532F100 158,026 932,748 SH   SOLE   739,631 0 193,117
VIAVI SOLUTIONS INC COM 925550105 21,650 1,545,887 SH   SOLE   1,368,827 0 177,060
VISA INC COM CL A 92826C839 234,817 1,365,133 SH   SOLE   1,092,921 0 272,212
WALMART INC COM 931142103 74,740 629,758 SH   SOLE   449,663 0 180,095
WASTE CONNECTIONS INC COM 94106B101 1,116 12,126 SH   SOLE   12,126 0 0
WESTERN DIGITAL CORP COM 958102105 20,310 340,545 SH   SOLE   265,446 0 75,099
WEX INC COM 96208T104 64,055 316,992 SH   SOLE   259,757 0 57,235
WNS HOLDINGS LTD SPON ADR 92932M101 25,000 425,536 SH   SOLE   376,466 0 49,070
WOODWARD INC COM 980745103 62,905 583,368 SH   SOLE   479,378 0 103,990
WORLD WRESTLING ENTMT INC CL A 98156Q108 9,183 129,065 SH   SOLE   97,395 0 31,670
WPX ENERGY INC COM 98212B103 38,294 3,616,070 SH   SOLE   2,999,900 0 616,170
YUM CHINA HLDGS INC COM 98850P109 38,351 844,172 SH   SOLE   678,632 0 165,540
ZENDESK INC COM 98936J101 68,411 938,686 SH   SOLE   806,561 0 132,125
ZYNGA INC CL A 98986T108 17,111 2,940,081 SH   SOLE   2,578,541 0 361,540