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 |
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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 |
2U INC | COM | 90214J101 | 17,349 | 453,797 | SH | SOLE | 417,907 | 0 | 35,890 | ||
3M CO | COM | 88579Y101 | 4,970 | 25,795 | SH | SOLE | 16,820 | 0 | 8,975 | ||
ABBOTT LABS | COM | 002824100 | 14,381 | 120,003 | SH | SOLE | 72,845 | 0 | 47,158 | ||
ABBVIE INC | COM | 00287Y109 | 151,215 | 1,397,294 | SH | SOLE | 1,159,921 | 0 | 237,373 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 113,814 | 839,273 | SH | SOLE | 701,733 | 0 | 137,540 | ||
ADVANCED DRAIN SYS INC DEL | COM | 00790R104 | 176,299 | 1,705,181 | SH | SOLE | 1,443,123 | 0 | 262,058 | ||
ADVANCED ENERGY INDS | COM | 007973100 | 25,696 | 235,376 | SH | SOLE | 216,711 | 0 | 18,665 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 6,080 | 37,005 | SH | SOLE | 24,110 | 0 | 12,895 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 68,322 | 126,165 | SH | SOLE | 100,804 | 0 | 25,361 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 409,668 | 198,625 | SH | SOLE | 170,033 | 0 | 28,592 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 10,151 | 4,907 | SH | SOLE | 3,365 | 0 | 1,542 | ||
AMAZON COM INC | COM | 023135106 | 497,735 | 160,867 | SH | SOLE | 139,160 | 0 | 21,707 | ||
AMEDISYS INC | COM | 023436108 | 45,768 | 172,845 | SH | SOLE | 158,870 | 0 | 13,975 | ||
AMERICAN FINL GROUP INC OHIO | COM | 025932104 | 80,775 | 707,935 | SH | SOLE | 573,735 | 0 | 134,200 | ||
AMETEK INC | COM | 031100100 | 176,565 | 1,382,329 | SH | SOLE | 1,173,693 | 0 | 208,636 | ||
APOLLO GLOBAL MGMT INC | COM CL A | 03768E105 | 4,622 | 98,310 | SH | SOLE | 64,080 | 0 | 34,230 | ||
APPLE INC | COM | 037833100 | 562,582 | 4,605,664 | SH | SOLE | 3,907,292 | 0 | 698,372 | ||
APPLIED MATLS INC | COM | 038222105 | 106,022 | 793,577 | SH | SOLE | 665,890 | 0 | 127,687 | ||
ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 240,708 | 1,867,693 | SH | SOLE | 1,655,860 | 0 | 211,833 | ||
ATKORE INC | COM | 047649108 | 80,836 | 1,124,287 | SH | SOLE | 949,787 | 0 | 174,500 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 70,576 | 334,864 | SH | SOLE | 267,247 | 0 | 67,617 | ||
AVALARA INC | COM | 05338G106 | 30,855 | 231,243 | SH | SOLE | 173,546 | 0 | 57,697 | ||
AVERY DENNISON CORP | COM | 053611109 | 15,862 | 86,373 | SH | SOLE | 65,283 | 0 | 21,090 | ||
AVIENT CORPORATION | COM | 05368V106 | 26,898 | 569,025 | SH | SOLE | 523,865 | 0 | 45,160 | ||
AZEK CO INC | CL A | 05478C105 | 77,718 | 1,848,236 | SH | SOLE | 1,526,595 | 0 | 321,641 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 735 | 3,380 | SH | SOLE | 3,380 | 0 | 0 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 43,519 | 708,786 | SH | SOLE | 656,706 | 0 | 52,080 | ||
BHP GROUP LTD | SPONSORED ADS | 088606108 | 4,975 | 71,690 | SH | SOLE | 46,680 | 0 | 25,010 | ||
BIO RAD LABS INC | CL A | 090572207 | 231,019 | 404,467 | SH | SOLE | 339,237 | 0 | 65,230 | ||
BIOGEN INC | COM | 09062X103 | 519 | 1,857 | SH | SOLE | 270 | 0 | 1,587 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 56,239 | 744,785 | SH | SOLE | 655,585 | 0 | 89,200 | ||
BLACK KNIGHT INC | COM | 09215C105 | 55,115 | 744,898 | SH | SOLE | 562,168 | 0 | 182,730 | ||
BLACKLINE INC | COM | 09239B109 | 22,335 | 206,042 | SH | SOLE | 189,612 | 0 | 16,430 | ||
BLACKROCK INC | COM | 09247X101 | 5,674 | 7,525 | SH | SOLE | 4,900 | 0 | 2,625 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 109,723 | 1,128,487 | SH | SOLE | 936,437 | 0 | 192,050 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 118,718 | 3,071,619 | SH | SOLE | 2,649,331 | 0 | 422,288 | ||
BOTTOMLINE TECH DEL INC | COM | 101388106 | 27,710 | 612,381 | SH | SOLE | 563,699 | 0 | 48,682 | ||
BRIDGEBIO PHARMA INC | COM | 10806X102 | 29,697 | 482,091 | SH | SOLE | 443,685 | 0 | 38,406 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 6,421 | 37,450 | SH | SOLE | 37,450 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 22,951 | 363,548 | SH | SOLE | 363,548 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 125,972 | 271,691 | SH | SOLE | 222,951 | 0 | 48,740 | ||
BRP GROUP INC | COM CL A | 05589G102 | 23,665 | 868,436 | SH | SOLE | 799,412 | 0 | 69,024 | ||
BRP INC | COM SUN VTG | 05577W200 | 105,761 | 1,216,762 | SH | SOLE | 1,033,652 | 0 | 183,110 | ||
BUNGE LIMITED | COM | G16962105 | 575 | 7,250 | SH | SOLE | 7,250 | 0 | 0 | ||
CASEYS GEN STORES INC | COM | 147528103 | 590 | 2,730 | SH | SOLE | 2,730 | 0 | 0 | ||
CATALENT INC | COM | 148806102 | 68,017 | 645,875 | SH | SOLE | 480,375 | 0 | 165,500 | ||
CATERPILLAR INC | COM | 149123101 | 8,723 | 37,622 | SH | SOLE | 24,537 | 0 | 13,085 | ||
CELANESE CORP DEL | COM | 150870103 | 146,806 | 979,949 | SH | SOLE | 824,179 | 0 | 155,770 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 76,126 | 262,657 | SH | SOLE | 196,987 | 0 | 65,670 | ||
CHEESECAKE FACTORY INC | COM | 163072101 | 36,187 | 618,483 | SH | SOLE | 569,466 | 0 | 49,017 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 94,541 | 66,540 | SH | SOLE | 58,675 | 0 | 7,865 | ||
CHURCHILL DOWNS INC | COM | 171484108 | 48,884 | 214,951 | SH | SOLE | 197,571 | 0 | 17,380 | ||
CINTAS CORP | COM | 172908105 | 4,328 | 12,680 | SH | SOLE | 8,260 | 0 | 4,420 | ||
CIRRUS LOGIC INC | COM | 172755100 | 34,233 | 403,735 | SH | SOLE | 303,065 | 0 | 100,670 | ||
CISCO SYS INC | COM | 17275R102 | 102,427 | 1,980,806 | SH | SOLE | 1,638,843 | 0 | 341,963 | ||
CMC MATERIALS INC | COM | 12571T100 | 31,960 | 180,777 | SH | SOLE | 135,567 | 0 | 45,210 | ||
COGENT COMMUNICATIONS HLDGS | COM NEW | 19239V302 | 33,077 | 481,046 | SH | SOLE | 363,240 | 0 | 117,806 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 51,515 | 659,439 | SH | SOLE | 570,003 | 0 | 89,436 | ||
COGNYTE SOFTWARE LTD | ORD SHS | M25133105 | 27,477 | 988,027 | SH | SOLE | 909,587 | 0 | 78,440 | ||
COMCAST CORP NEW | CL A | 20030N101 | 7,960 | 147,114 | SH | SOLE | 87,005 | 0 | 60,109 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 3,074 | 13,484 | SH | SOLE | 12,250 | 0 | 1,234 | ||
COOPER COS INC | COM NEW | 216648402 | 73,608 | 191,642 | SH | SOLE | 167,768 | 0 | 23,874 | ||
COSTAR GROUP INC | COM | 22160N109 | 64,993 | 79,077 | SH | SOLE | 70,490 | 0 | 8,587 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 118,386 | 335,867 | SH | SOLE | 277,307 | 0 | 58,560 | ||
CSX CORP | COM | 126408103 | 919 | 9,530 | SH | SOLE | 9,530 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 4,557 | 60,570 | SH | SOLE | 39,450 | 0 | 21,120 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 21,905 | 169,358 | SH | SOLE | 156,408 | 0 | 12,950 | ||
DANAHER CORPORATION | COM | 235851102 | 7,376 | 32,771 | SH | SOLE | 29,749 | 0 | 3,022 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 189,488 | 1,334,426 | SH | SOLE | 1,132,556 | 0 | 201,870 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 343 | 5,380 | SH | SOLE | 5,380 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 94,861 | 263,950 | SH | SOLE | 237,280 | 0 | 26,670 | ||
DISCOVERY INC | COM SER A | 25470F104 | 64,366 | 1,481,051 | SH | SOLE | 1,186,350 | 0 | 294,701 | ||
DISNEY WALT CO | COM | 254687106 | 1,451 | 7,861 | SH | SOLE | 860 | 0 | 7,001 | ||
DOUGLAS EMMETT INC | COM | 25960P109 | 60,062 | 1,912,787 | SH | SOLE | 1,432,647 | 0 | 480,140 | ||
ECHOSTAR CORP | CL A | 278768106 | 677 | 28,210 | SH | SOLE | 28,210 | 0 | 0 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 16,164 | 99,677 | SH | SOLE | 75,307 | 0 | 24,370 | ||
ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | 728 | 31,900 | SH | SOLE | 31,900 | 0 | 0 | ||
ESSEX PPTY TR INC | COM | 297178105 | 76,521 | 281,492 | SH | SOLE | 242,477 | 0 | 39,015 | ||
ETSY INC | COM | 29786A106 | 108,652 | 538,762 | SH | SOLE | 426,862 | 0 | 111,900 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 53,049 | 308,212 | SH | SOLE | 271,336 | 0 | 36,876 | ||
EXTENDED STAY AMER INC | UNIT 99/99/9999B | 30224P200 | 23,146 | 1,171,945 | SH | SOLE | 874,505 | 0 | 297,440 | ||
F5 NETWORKS INC | COM | 315616102 | 56,100 | 268,908 | SH | SOLE | 201,868 | 0 | 67,040 | ||
FACEBOOK INC | CL A | 30303M102 | 305,746 | 1,038,082 | SH | SOLE | 892,975 | 0 | 145,107 | ||
FAIR ISAAC CORP | COM | 303250104 | 7,111 | 14,631 | SH | SOLE | 13,391 | 0 | 1,240 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 21,166 | 256,717 | SH | SOLE | 236,277 | 0 | 20,440 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 110,731 | 787,507 | SH | SOLE | 653,755 | 0 | 133,752 | ||
FINTECH ACQUISITION CORP IV | CL A | 31810N104 | 719 | 64,280 | SH | SOLE | 64,280 | 0 | 0 | ||
FIRST CTZNS BANCSHARES INC N | CL A | 31946M103 | 58,326 | 69,787 | SH | SOLE | 64,481 | 0 | 5,306 | ||
FIRST HORIZON CORPORATION | COM | 320517105 | 22,894 | 1,353,903 | SH | SOLE | 1,245,701 | 0 | 108,202 | ||
FIVE BELOW INC | COM | 33829M101 | 102,623 | 537,885 | SH | SOLE | 440,925 | 0 | 96,960 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 73,166 | 272,367 | SH | SOLE | 239,728 | 0 | 32,639 | ||
FMC CORP | COM NEW | 302491303 | 60,849 | 550,118 | SH | SOLE | 408,097 | 0 | 142,021 | ||
FORTINET INC | COM | 34959E109 | 164,579 | 892,412 | SH | SOLE | 740,822 | 0 | 151,590 | ||
FOX CORP | CL A COM | 35137L105 | 56,285 | 1,558,718 | SH | SOLE | 1,359,022 | 0 | 199,696 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 72,022 | 577,238 | SH | SOLE | 497,053 | 0 | 80,185 | ||
GARTNER INC | COM | 366651107 | 2,623 | 14,370 | SH | SOLE | 14,370 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 145,023 | 719,431 | SH | SOLE | 665,543 | 0 | 53,888 | ||
HAEMONETICS CORP MASS | COM | 405024100 | 47,821 | 430,777 | SH | SOLE | 396,412 | 0 | 34,365 | ||
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 4,533 | 67,865 | SH | SOLE | 44,210 | 0 | 23,655 | ||
HAYWARD HLDGS INC | COM | 421298100 | 675 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
HEICO CORP NEW | CL A | 422806208 | 2,287 | 20,130 | SH | SOLE | 20,130 | 0 | 0 | ||
HEXCEL CORP NEW | COM | 428291108 | 115,676 | 2,065,638 | SH | SOLE | 1,767,895 | 0 | 297,743 | ||
HOME DEPOT INC | COM | 437076102 | 18,343 | 60,091 | SH | SOLE | 38,968 | 0 | 21,123 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 59,832 | 650,064 | SH | SOLE | 484,247 | 0 | 165,817 | ||
HOWARD HUGHES CORP | COM | 44267D107 | 819 | 8,610 | SH | SOLE | 8,610 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 134,404 | 295,908 | SH | SOLE | 239,393 | 0 | 56,515 | ||
HUMANA INC | COM | 444859102 | 148,741 | 354,778 | SH | SOLE | 292,718 | 0 | 62,060 | ||
ICON PLC | SHS | G4705A100 | 295,013 | 1,502,334 | SH | SOLE | 1,304,817 | 0 | 197,517 | ||
IDEX CORP | COM | 45167R104 | 105,506 | 504,042 | SH | SOLE | 410,164 | 0 | 93,878 | ||
IDEXX LABS INC | COM | 45168D104 | 102,879 | 210,254 | SH | SOLE | 185,729 | 0 | 24,525 | ||
II-VI INC | COM | 902104108 | 24,012 | 351,212 | SH | SOLE | 323,012 | 0 | 28,200 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 12,490 | 56,382 | SH | SOLE | 41,552 | 0 | 14,830 | ||
INGREDION INC | COM | 457187102 | 6,031 | 67,075 | SH | SOLE | 43,690 | 0 | 23,385 | ||
INNOVIVA INC | COM | 45781M101 | 27,154 | 2,272,279 | SH | SOLE | 2,099,779 | 0 | 172,500 | ||
INSMED INC | COM PAR $.01 | 457669307 | 34,851 | 1,023,212 | SH | SOLE | 942,292 | 0 | 80,920 | ||
INSULET CORP | COM | 45784P101 | 151,145 | 579,278 | SH | SOLE | 476,976 | 0 | 102,302 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 1,588 | 22,980 | SH | SOLE | 22,980 | 0 | 0 | ||
INTUIT | COM | 461202103 | 90,062 | 235,113 | SH | SOLE | 187,573 | 0 | 47,540 | ||
INVITAE CORP | COM | 46185L103 | 33,664 | 881,035 | SH | SOLE | 810,355 | 0 | 70,680 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 60,189 | 5,383,650 | SH | SOLE | 4,531,990 | 0 | 851,660 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | 661 | 29,120 | SH | SOLE | 29,120 | 0 | 0 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 205 | 2,004 | SH | SOLE | 2,004 | 0 | 0 | ||
ITT INC | COM | 45073V108 | 60,994 | 670,922 | SH | SOLE | 637,534 | 0 | 33,388 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,126 | 6,850 | SH | SOLE | 6,850 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 959 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
KULICKE & SOFFA INDS INC | COM | 501242101 | 9,663 | 196,756 | SH | SOLE | 181,041 | 0 | 15,715 | ||
LAM RESEARCH CORP | COM | 512807108 | 7,527 | 12,645 | SH | SOLE | 8,240 | 0 | 4,405 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 41,491 | 441,767 | SH | SOLE | 330,877 | 0 | 110,890 | ||
LIGHTSPEED POS INC | SUB VTG SHS | 53227R106 | 58,667 | 934,043 | SH | SOLE | 846,084 | 0 | 87,959 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 81,081 | 659,519 | SH | SOLE | 547,729 | 0 | 111,790 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 59,600 | 704,079 | SH | SOLE | 620,768 | 0 | 83,311 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 120,539 | 847,913 | SH | SOLE | 731,914 | 0 | 115,999 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 70,582 | 772,655 | SH | SOLE | 633,905 | 0 | 138,750 | ||
LYFT INC | CL A COM | 55087P104 | 63,373 | 1,003,050 | SH | SOLE | 753,280 | 0 | 249,770 | ||
MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | 15,143 | 84,379 | SH | SOLE | 77,726 | 0 | 6,653 | ||
MASIMO CORP | COM | 574795100 | 47,734 | 207,846 | SH | SOLE | 182,956 | 0 | 24,890 | ||
MERCK & CO. INC | COM | 58933Y105 | 659 | 8,548 | SH | SOLE | 8,547 | 0 | 1 | ||
MERITOR INC | COM | 59001K100 | 35,004 | 1,189,800 | SH | SOLE | 905,450 | 0 | 284,350 | ||
MERSANA THERAPEUTICS INC | COM | 59045L106 | 32,338 | 1,998,638 | SH | SOLE | 1,702,600 | 0 | 296,038 | ||
METROPOLITAN BK HLDG CORP | COM | 591774104 | 640 | 12,700 | SH | SOLE | 12,700 | 0 | 0 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 118,903 | 102,885 | SH | SOLE | 92,500 | 0 | 10,385 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 59,950 | 1,578,051 | SH | SOLE | 1,376,123 | 0 | 201,928 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 77,612 | 500,016 | SH | SOLE | 440,076 | 0 | 59,940 | ||
MICROSOFT CORP | COM | 594918104 | 408,645 | 1,733,236 | SH | SOLE | 1,461,962 | 0 | 271,274 | ||
MIMECAST LTD | ORD SHS | G14838109 | 30,701 | 763,510 | SH | SOLE | 706,930 | 0 | 56,580 | ||
MKS INSTRS INC | COM | 55306N104 | 60,161 | 324,457 | SH | SOLE | 243,537 | 0 | 80,920 | ||
MONGODB INC | CL A | 60937P106 | 31,935 | 119,416 | SH | SOLE | 104,951 | 0 | 14,465 | ||
MORGAN STANLEY | COM NEW | 617446448 | 129,437 | 1,666,712 | SH | SOLE | 1,444,013 | 0 | 222,699 | ||
MSA SAFETY INC | COM | 553498106 | 21,556 | 143,688 | SH | SOLE | 132,248 | 0 | 11,440 | ||
MSCI INC | COM | 55354G100 | 73,533 | 175,380 | SH | SOLE | 156,575 | 0 | 18,805 | ||
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 659 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 130,664 | 2,981,152 | SH | SOLE | 2,542,089 | 0 | 439,063 | ||
NCR CORP NEW | COM | 62886E108 | 92,188 | 2,429,209 | SH | SOLE | 2,173,651 | 0 | 255,558 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 52,150 | 536,250 | SH | SOLE | 402,630 | 0 | 133,620 | ||
NICE LTD | SPONSORED ADR | 653656108 | 106,089 | 486,714 | SH | SOLE | 433,264 | 0 | 53,450 | ||
NIKE INC | CL B | 654106103 | 135,279 | 1,017,975 | SH | SOLE | 857,012 | 0 | 160,963 | ||
NKARTA INC | COM | 65487U108 | 13,012 | 395,504 | SH | SOLE | 364,114 | 0 | 31,390 | ||
NOVAVAX INC | COM NEW | 670002401 | 19,220 | 106,009 | SH | SOLE | 88,109 | 0 | 17,900 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 90,776 | 2,080,104 | SH | SOLE | 1,726,624 | 0 | 353,480 | ||
NUTANIX INC | CL A | 67059N108 | 46,698 | 1,758,214 | SH | SOLE | 1,533,215 | 0 | 224,999 | ||
NVIDIA CORPORATION | COM | 67066G104 | 132,811 | 248,743 | SH | SOLE | 215,884 | 0 | 32,859 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 24,423 | 121,301 | SH | SOLE | 118,540 | 0 | 2,761 | ||
OAK STR HEALTH INC | COM | 67181A107 | 39,325 | 724,617 | SH | SOLE | 543,407 | 0 | 181,210 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 25,089 | 104,359 | SH | SOLE | 104,359 | 0 | 0 | ||
ORBCOMM INC | COM | 68555P100 | 10,730 | 1,406,233 | SH | SOLE | 1,295,426 | 0 | 110,807 | ||
PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 46,521 | 1,396,596 | SH | SOLE | 1,197,956 | 0 | 198,640 | ||
PACIRA BIOSCIENCES INC | COM | 695127100 | 36,944 | 527,097 | SH | SOLE | 487,807 | 0 | 39,290 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 417 | 9,010 | SH | SOLE | 9,010 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 55,153 | 171,252 | SH | SOLE | 151,417 | 0 | 19,835 | ||
PALOMAR HLDGS INC | COM | 69753M105 | 20,813 | 310,455 | SH | SOLE | 286,550 | 0 | 23,905 | ||
PAYA HOLDINGS INC | COM CL A | 70434P103 | 28,616 | 2,610,958 | SH | SOLE | 1,973,460 | 0 | 637,498 | ||
PAYLOCITY HLDG CORP | COM | 70438V106 | 12,746 | 70,877 | SH | SOLE | 58,369 | 0 | 12,508 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 154,158 | 634,813 | SH | SOLE | 531,253 | 0 | 103,560 | ||
PEPSICO INC | COM | 713448108 | 5,726 | 40,480 | SH | SOLE | 26,380 | 0 | 14,100 | ||
PLAYA HOTELS & RESORTS NV | SHS | N70544106 | 24,960 | 3,419,129 | SH | SOLE | 3,147,503 | 0 | 271,626 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 6,136 | 35,760 | SH | SOLE | 23,310 | 0 | 12,450 | ||
PRIMERICA INC | COM | 74164M108 | 39,975 | 270,429 | SH | SOLE | 249,008 | 0 | 21,421 | ||
PS BUSINESS PKS INC CALIF | COM | 69360J107 | 35,459 | 229,390 | SH | SOLE | 210,760 | 0 | 18,630 | ||
PURE STORAGE INC | CL A | 74624M102 | 22,309 | 1,035,705 | SH | SOLE | 952,621 | 0 | 83,084 | ||
Q2 HLDGS INC | COM | 74736L109 | 26,011 | 259,587 | SH | SOLE | 194,847 | 0 | 64,740 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 64,539 | 502,873 | SH | SOLE | 367,433 | 0 | 135,440 | ||
RANPAK HOLDINGS CORP | COM CL A | 75321W103 | 12,801 | 638,153 | SH | SOLE | 587,453 | 0 | 50,700 | ||
RAYMOND JAMES FINL INC | COM | 754730109 | 3,276 | 26,730 | SH | SOLE | 26,730 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 11,003 | 56,598 | SH | SOLE | 51,998 | 0 | 4,600 | ||
REVOLVE GROUP INC | CL A | 76156B107 | 40,592 | 903,439 | SH | SOLE | 678,233 | 0 | 225,206 | ||
RINGCENTRAL INC | CL A | 76680R206 | 43,723 | 146,779 | SH | SOLE | 129,169 | 0 | 17,610 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 73,816 | 1,663,652 | SH | SOLE | 1,403,298 | 0 | 260,354 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 87,540 | 329,793 | SH | SOLE | 297,198 | 0 | 32,595 | ||
ROKU INC | COM CL A | 77543R102 | 45,896 | 140,884 | SH | SOLE | 124,004 | 0 | 16,880 | ||
ROSS STORES INC | COM | 778296103 | 76,813 | 640,586 | SH | SOLE | 563,776 | 0 | 76,810 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 3,884 | 77,950 | SH | SOLE | 77,950 | 0 | 0 | ||
S&P GLOBAL INC | COM | 78409V104 | 1,741 | 4,934 | SH | SOLE | 560 | 0 | 4,374 | ||
SABRE CORP | COM | 78573M104 | 666 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
SAIA INC | COM | 78709Y105 | 54,009 | 234,231 | SH | SOLE | 216,791 | 0 | 17,440 | ||
SALESFORCE COM INC | COM | 79466L302 | 175,127 | 826,578 | SH | SOLE | 703,042 | 0 | 123,536 | ||
SCIENCE APPLICATIONS INTL CO | COM | 808625107 | 2,071 | 24,770 | SH | SOLE | 24,770 | 0 | 0 | ||
SEAGEN INC | COM | 81181C104 | 71,997 | 518,488 | SH | SOLE | 456,338 | 0 | 62,150 | ||
SENSATA TECHNOLOGIES HLDG PL | SHS | G8060N102 | 64,559 | 1,114,044 | SH | SOLE | 939,696 | 0 | 174,348 | ||
SERVICENOW INC | COM | 81762P102 | 184,229 | 368,376 | SH | SOLE | 316,187 | 0 | 52,189 | ||
SHIFT4 PMTS INC | CL A | 82452J109 | 36,751 | 448,130 | SH | SOLE | 412,400 | 0 | 35,730 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 33,466 | 148,013 | SH | SOLE | 110,973 | 0 | 37,040 | ||
SILICON MOTION TECHNOLOGY CO | SPONSORED ADR | 82706C108 | 86,240 | 1,452,093 | SH | SOLE | 1,293,948 | 0 | 158,145 | ||
SMART GLOBAL HLDGS INC | SHS | G8232Y101 | 23,861 | 518,491 | SH | SOLE | 477,350 | 0 | 41,141 | ||
SPIRIT RLTY CAP INC NEW | COM NEW | 84860W300 | 60,135 | 1,414,934 | SH | SOLE | 1,336,674 | 0 | 78,260 | ||
SPLUNK INC | COM | 848637104 | 53,760 | 396,808 | SH | SOLE | 346,711 | 0 | 50,097 | ||
STARBUCKS CORP | COM | 855244109 | 1,175 | 10,750 | SH | SOLE | 1,175 | 0 | 9,575 | ||
STERIS PLC | SHS USD | G8473T100 | 118,409 | 621,633 | SH | SOLE | 518,330 | 0 | 103,303 | ||
SUN CMNTYS INC | COM | 866674104 | 5,684 | 37,885 | SH | SOLE | 24,690 | 0 | 13,195 | ||
SYNAPTICS INC | COM | 87157D109 | 34,184 | 252,430 | SH | SOLE | 232,378 | 0 | 20,052 | ||
SYNCHRONY FINANCIAL | COM | 87165B103 | 82,657 | 2,032,878 | SH | SOLE | 1,842,500 | 0 | 190,378 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 36,752 | 416,449 | SH | SOLE | 384,129 | 0 | 32,320 | ||
TAPESTRY INC | COM | 876030107 | 71,372 | 1,731,905 | SH | SOLE | 1,525,334 | 0 | 206,571 | ||
TARGET CORP | COM | 87612E106 | 90,102 | 454,898 | SH | SOLE | 354,829 | 0 | 100,069 | ||
TELADOC HEALTH INC | COM | 87918A105 | 3,235 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 122,573 | 296,321 | SH | SOLE | 251,482 | 0 | 44,839 | ||
TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 502 | 24,520 | SH | SOLE | 24,520 | 0 | 0 | ||
TERRENO RLTY CORP | COM | 88146M101 | 511 | 8,840 | SH | SOLE | 8,840 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 66,587 | 99,691 | SH | SOLE | 85,759 | 0 | 13,932 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 164,539 | 360,530 | SH | SOLE | 305,574 | 0 | 54,956 | ||
TIMKEN CO | COM | 887389104 | 59,597 | 734,228 | SH | SOLE | 653,676 | 0 | 80,552 | ||
T-MOBILE US INC | COM | 872590104 | 51,845 | 413,801 | SH | SOLE | 335,313 | 0 | 78,488 | ||
TOPBUILD CORP | COM | 89055F103 | 119,277 | 569,530 | SH | SOLE | 481,810 | 0 | 87,720 | ||
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 171,088 | 1,033,389 | SH | SOLE | 856,941 | 0 | 176,448 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 221,183 | 376,213 | SH | SOLE | 329,111 | 0 | 47,102 | ||
TRANSUNION | COM | 89400J107 | 96,912 | 1,076,795 | SH | SOLE | 870,161 | 0 | 206,634 | ||
TREX CO INC | COM | 89531P105 | 147,415 | 1,610,393 | SH | SOLE | 1,368,323 | 0 | 242,070 | ||
TURNING POINT THERAPEUTICS I | COM | 90041T108 | 39,066 | 413,005 | SH | SOLE | 380,245 | 0 | 32,760 | ||
TWILIO INC | CL A | 90138F102 | 86,682 | 254,378 | SH | SOLE | 229,853 | 0 | 24,525 | ||
ULTA BEAUTY INC | COM | 90384S303 | 64,766 | 209,485 | SH | SOLE | 184,372 | 0 | 25,113 | ||
UNION PAC CORP | COM | 907818108 | 159,220 | 722,382 | SH | SOLE | 618,257 | 0 | 104,125 | ||
VENTAS INC | COM | 92276F100 | 237 | 4,442 | SH | SOLE | 4,442 | 0 | 0 | ||
VIACOMCBS INC | CL B | 92556H206 | 486 | 10,770 | SH | SOLE | 10,770 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 235,938 | 1,114,335 | SH | SOLE | 942,395 | 0 | 171,940 | ||
WALMART INC | COM | 931142103 | 8,199 | 60,365 | SH | SOLE | 39,340 | 0 | 21,025 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 46,815 | 433,548 | SH | SOLE | 387,588 | 0 | 45,960 | ||
WEX INC | COM | 96208T104 | 86,372 | 412,828 | SH | SOLE | 336,025 | 0 | 76,803 | ||
WILLIAMS COS INC | COM | 969457100 | 553 | 23,330 | SH | SOLE | 23,330 | 0 | 0 | ||
WILLIAMS SONOMA INC | COM | 969904101 | 64,297 | 358,802 | SH | SOLE | 315,842 | 0 | 42,960 | ||
WNS HLDGS LTD | SPON ADR | 92932M101 | 28,252 | 390,011 | SH | SOLE | 359,100 | 0 | 30,911 | ||
WORKDAY INC | CL A | 98138H101 | 169,982 | 684,223 | SH | SOLE | 584,587 | 0 | 99,636 | ||
XILINX INC | COM | 983919101 | 59,147 | 477,378 | SH | SOLE | 420,158 | 0 | 57,220 | ||
ZENDESK INC | COM | 98936J101 | 289,069 | 2,179,679 | SH | SOLE | 1,884,161 | 0 | 295,518 | ||
ZYNGA INC | CL A | 98986T108 | 115,659 | 11,327,978 | SH | SOLE | 9,570,158 | 0 | 1,757,820 |