0001085146-21-002369.txt : 20210810 0001085146-21-002369.hdr.sgml : 20210810 20210810172628 ACCESSION NUMBER: 0001085146-21-002369 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210810 DATE AS OF CHANGE: 20210810 EFFECTIVENESS DATE: 20210810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LP CENTRAL INDEX KEY: 0001177719 IRS NUMBER: 800175963 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10220 FILM NUMBER: 211161159 BUSINESS ADDRESS: STREET 1: ONE FINANCIAL CENTER STREET 2: 23RD FLOOR CITY: BOSTON STATE: MA ZIP: 02111 BUSINESS PHONE: 6174287100 MAIL ADDRESS: STREET 1: ONE FINANCIAL CENTER STREET 2: 23RD FLOOR CITY: BOSTON STATE: MA ZIP: 02111 FORMER COMPANY: FORMER CONFORMED NAME: WESTFIELD CAPITAL MANAGEMENT CO LLC DATE OF NAME CHANGE: 20020717 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001177719 XXXXXXXX 06-30-2021 06-30-2021 false WESTFIELD CAPITAL MANAGEMENT CO LP
ONE FINANCIAL CENTER 23RD FLOOR BOSTON MA 02111
13F HOLDINGS REPORT 028-10220 N
Brandi McMahon Vice President, Director of Compliance 617-428-7100 /s/ Brandi McMahon Boston MA 08-10-2021 0 241 16697140 false
INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 2U INC COM 90214J101 17865 428719 SH SOLE 395909 0 32810 3M CO COM 88579Y101 5348 26925 SH SOLE 17630 0 9295 ABBVIE INC COM 00287Y109 11445 101611 SH SOLE 73305 0 28306 ACCELERON PHARMA INC COM 00434H108 107375 855644 SH SOLE 714784 0 140860 ADVANCED DRAIN SYS INC DEL COM 00790R104 168027 1441422 SH SOLE 1223724 0 217698 ADVANCED ENERGY INDS COM 007973100 39178 347601 SH SOLE 321096 0 26505 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7027 38620 SH SOLE 25280 0 13340 ALIGN TECHNOLOGY INC COM 016255101 73982 121083 SH SOLE 96582 0 24501 ALPHABET INC CAP STK CL A 02079K305 457174 187229 SH SOLE 159868 0 27361 ALPHABET INC CAP STK CL C 02079K107 12291 4904 SH SOLE 3362 0 1542 AMAZON COM INC COM 023135106 484822 140930 SH SOLE 121140 0 19790 AMEDISYS INC COM 023436108 40286 164481 SH SOLE 151696 0 12785 AMERICAN ASSETS TR INC COM 024013104 31900 855459 SH SOLE 788229 0 67230 AMERICAN FINL GROUP INC OHIO COM 025932104 94873 760691 SH SOLE 619671 0 141020 AMETEK INC COM 031100100 176180 1319697 SH SOLE 1119173 0 200524 APPLE INC COM 037833100 651020 4753355 SH SOLE 4045120 0 708235 APPLIED MATLS INC COM 038222105 104945 736971 SH SOLE 615467 0 121504 APTIV PLC SHS G6095L109 535 3400 SH SOLE 3400 0 0 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 265195 2015927 SH SOLE 1779843 0 236084 ATKORE INC COM 047649108 99005 1394441 SH SOLE 1171781 0 222660 AVALARA INC COM 05338G106 56497 349180 SH SOLE 264493 0 84687 AVERY DENNISON CORP COM 053611109 5427 25813 SH SOLE 25813 0 0 AVIENT CORPORATION COM 05368V106 32026 651462 SH SOLE 601582 0 49880 AXALTA COATING SYS LTD COM G0750C108 16509 541453 SH SOLE 412243 0 129210 AZEK CO INC CL A 05478C105 77260 1819598 SH SOLE 1503853 0 315745 BANCO BRADESCO S A SP ADR PFD NEW 059460303 477 93010 SH SOLE 93010 0 0 BERRY GLOBAL GROUP INC COM 08579W103 33101 507522 SH SOLE 472922 0 34600 BHP GROUP LTD SPONSORED ADS 088606108 6257 85915 SH SOLE 56580 0 29335 BIO RAD LABS INC CL A 090572207 261757 406272 SH SOLE 340859 0 65413 BIOGEN INC COM 09062X103 66429 191842 SH SOLE 152985 0 38857 BIOMARIN PHARMACEUTICAL INC COM 09061G101 51657 619088 SH SOLE 544738 0 74350 BLACK KNIGHT INC COM 09215C105 42388 543581 SH SOLE 413181 0 130400 BLACKLINE INC COM 09239B109 24137 216921 SH SOLE 200281 0 16640 BLACKROCK INC COM 09247X101 6851 7830 SH SOLE 5120 0 2710 BLUEPRINT MEDICINES CORP COM 09627Y109 103803 1180119 SH SOLE 976699 0 203420 BOSTON SCIENTIFIC CORP COM 101137107 78667 1839743 SH SOLE 1563336 0 276407 BRIDGEBIO PHARMA INC COM 10806X102 27892 457540 SH SOLE 422444 0 35096 BRIGHT HORIZONS FAM SOL IN D COM 109194100 5509 37450 SH SOLE 37450 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 6383 95520 SH SOLE 95520 0 0 BROADCOM INC COM 11135F101 19276 40425 SH SOLE 29193 0 11232 BRP GROUP INC COM CL A 05589G102 26791 1005283 SH SOLE 928189 0 77094 BRP INC COM SUN VTG 05577W200 73305 935490 SH SOLE 787290 0 148200 BUNGE LIMITED COM G16962105 567 7250 SH SOLE 7250 0 0 CANADIAN NAT RES LTD COM 136385101 484 13340 SH SOLE 13340 0 0 CASEYS GEN STORES INC COM 147528103 531 2730 SH SOLE 2730 0 0 CATALENT INC COM 148806102 84386 780487 SH SOLE 585427 0 195060 CATERPILLAR INC COM 149123101 8539 39235 SH SOLE 25680 0 13555 CELANESE CORP DEL COM 150870103 83089 548079 SH SOLE 450194 0 97885 CHEESECAKE FACTORY INC COM 163072101 37121 685150 SH SOLE 632673 0 52477 CHEMOURS CO COM 163851108 7392 212415 SH SOLE 139860 0 72555 CHIPOTLE MEXICAN GRILL INC COM 169656105 123381 79583 SH SOLE 69621 0 9962 CHURCHILL DOWNS INC COM 171484108 40489 204221 SH SOLE 188311 0 15910 CINTAS CORP COM 172908105 18279 47850 SH SOLE 43280 0 4570 CIRRUS LOGIC INC COM 172755100 52293 614342 SH SOLE 465752 0 148590 CISCO SYS INC COM 17275R102 6930 130760 SH SOLE 85570 0 45190 CMC MATERIALS INC COM 12571T100 5159 34227 SH SOLE 25962 0 8265 COCA COLA CO COM 191216100 6074 112255 SH SOLE 73910 0 38345 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 49741 646911 SH SOLE 492505 0 154406 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 42072 607449 SH SOLE 524803 0 82646 COGNYTE SOFTWARE LTD ORD SHS M25133105 28364 1157706 SH SOLE 1068966 0 88740 COMCAST CORP NEW CL A 20030N101 8722 152959 SH SOLE 91265 0 61694 CONOCOPHILLIPS COM 20825C104 51953 853093 SH SOLE 696386 0 156707 CONSTELLATION BRANDS INC CL A 21036P108 2781 11889 SH SOLE 10655 0 1234 COOPER COS INC COM NEW 216648402 53390 134731 SH SOLE 117467 0 17264 COPART INC COM 217204106 86181 653727 SH SOLE 587117 0 66610 COSTAR GROUP INC COM 22160N109 6199 74850 SH SOLE 74850 0 0 COSTCO WHSL CORP NEW COM 22160K105 126813 320503 SH SOLE 264428 0 56075 CSX CORP COM 126408103 917 28590 SH SOLE 28590 0 0 CVS HEALTH CORP COM 126650100 5279 63265 SH SOLE 41410 0 21855 DANAHER CORPORATION COM 235851102 8794 32771 SH SOLE 29749 0 3022 DARDEN RESTAURANTS INC COM 237194105 150894 1033589 SH SOLE 856548 0 177041 DEVON ENERGY CORP NEW COM 25179M103 79145 2711373 SH SOLE 2480133 0 231240 DEXCOM INC COM 252131107 83792 196234 SH SOLE 177424 0 18810 DIAMONDBACK ENERGY INC COM 25278X109 45105 480399 SH SOLE 365839 0 114560 DISNEY WALT CO COM 254687106 1394 7931 SH SOLE 930 0 7001 DOUGLAS EMMETT INC COM 25960P109 99967 2973432 SH SOLE 2338982 0 634450 ECHOSTAR CORP CL A 278768106 685 28210 SH SOLE 28210 0 0 ENPHASE ENERGY INC COM 29355A107 17275 94077 SH SOLE 71897 0 22180 ESSENTIAL PPTYS RLTY TR INC COM 29670E107 863 31900 SH SOLE 31900 0 0 ESSEX PPTY TR INC COM 297178105 63702 212333 SH SOLE 186593 0 25740 EXPEDIA GROUP INC COM NEW 30212P303 49678 303453 SH SOLE 267237 0 36216 F5 NETWORKS INC COM 315616102 60596 324634 SH SOLE 245844 0 78790 FACEBOOK INC CL A 30303M102 340353 978843 SH SOLE 842282 0 136561 FAIR ISAAC CORP COM 303250104 7335 14591 SH SOLE 13351 0 1240 FATE THERAPEUTICS INC COM 31189P102 26180 301651 SH SOLE 278511 0 23140 FIDELITY NATL INFORMATION SV COM 31620M106 107449 758447 SH SOLE 630674 0 127773 FIRST CTZNS BANCSHARES INC N CL A 31946M103 55040 66095 SH SOLE 61227 0 4868 FIVE BELOW INC COM 33829M101 101320 524243 SH SOLE 431513 0 92730 FLEETCOR TECHNOLOGIES INC COM 339041105 68245 266520 SH SOLE 234471 0 32049 FMC CORP COM NEW 302491303 110999 1025873 SH SOLE 795797 0 230076 FORTINET INC COM 34959E109 99970 419707 SH SOLE 373047 0 46660 FOX CORP CL A COM 35137L105 55557 1496281 SH SOLE 1299305 0 196976 FREEPORT-MCMORAN INC CL B 35671D857 53094 1430723 SH SOLE 1324683 0 106040 GALLAGHER ARTHUR J & CO COM 363576109 79290 566036 SH SOLE 486786 0 79250 GARTNER INC COM 366651107 64431 266026 SH SOLE 205866 0 60160 GLOBAL PMTS INC COM 37940X102 131576 701587 SH SOLE 648699 0 52888 HAEMONETICS CORP MASS COM 405024100 52911 793986 SH SOLE 745551 0 48435 HARTFORD FINL SVCS GROUP INC COM 416515104 5961 96195 SH SOLE 63040 0 33155 HEICO CORP NEW CL A 422806208 2500 20130 SH SOLE 20130 0 0 HEXCEL CORP NEW COM 428291108 125875 2017222 SH SOLE 1723478 0 293744 HOME DEPOT INC COM 437076102 17978 56378 SH SOLE 36873 0 19505 HORIZON THERAPEUTICS PUB L SHS G46188101 27438 293016 SH SOLE 228119 0 64897 HOWARD HUGHES CORP COM 44267D107 653 6700 SH SOLE 6700 0 0 HUBSPOT INC COM 443573100 151930 260726 SH SOLE 213201 0 47525 HUMANA INC COM 444859102 128337 289882 SH SOLE 240408 0 49474 HUNTSMAN CORP COM 447011107 6474 244125 SH SOLE 164000 0 80125 ICON PLC SHS G4705A100 270083 1306581 SH SOLE 1118319 0 188262 IDEX CORP COM 45167R104 117500 533968 SH SOLE 433365 0 100603 IDEXX LABS INC COM 45168D104 89412 141576 SH SOLE 125141 0 16435 ILLINOIS TOOL WKS INC COM 452308109 12959 57967 SH SOLE 42682 0 15285 INNOVIVA INC COM 45781M101 41174 3070409 SH SOLE 2842107 0 228302 INSMED INC COM PAR $.01 457669307 27523 967079 SH SOLE 893149 0 73930 INSULET CORP COM 45784P101 113188 412329 SH SOLE 340447 0 71882 INTERNATIONAL BUSINESS MACHS COM 459200101 812 5540 SH SOLE 5540 0 0 INTUIT COM 461202103 109713 223827 SH SOLE 178623 0 45204 INVITAE CORP COM 46185L103 34765 1030676 SH SOLE 950976 0 79700 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 80552 6258873 SH SOLE 5211383 0 1047490 ISHARES SILVER TR ISHARES 46428Q109 705 29120 SH SOLE 29120 0 0 ISHARES TR RUS MD CP GR ETF 464287481 208 1837 SH SOLE 1837 0 0 ITT INC COM 45073V108 64748 706929 SH SOLE 671451 0 35478 JPMORGAN CHASE & CO COM 46625H100 980 6300 SH SOLE 6300 0 0 JUNIPER NETWORKS INC COM 48203R104 56210 2055224 SH SOLE 1862474 0 192750 LAM RESEARCH CORP COM 512807108 8579 13185 SH SOLE 8630 0 4555 LAMAR ADVERTISING CO NEW CL A 512816109 42368 405743 SH SOLE 306013 0 99730 LIGHTSPEED POS INC SUB VTG SHS 53227R106 77748 929894 SH SOLE 833145 0 96749 LINCOLN ELEC HLDGS INC COM 533900106 84137 638805 SH SOLE 532255 0 106550 LIVE NATION ENTERTAINMENT IN COM 538034109 89329 1019859 SH SOLE 923548 0 96311 LPL FINL HLDGS INC COM 50212V100 132977 985164 SH SOLE 843757 0 141407 LUMENTUM HLDGS INC COM 55024U109 82771 1009035 SH SOLE 841285 0 167750 LYFT INC CL A COM 55087P104 59883 990134 SH SOLE 749194 0 240940 MATSON INC COM 57686G105 513 8010 SH SOLE 8010 0 0 MERCK & CO INC COM 58933Y105 423 5439 SH SOLE 5438 0 1 MERITOR INC COM 59001K100 27517 1174946 SH SOLE 900736 0 274210 MERSANA THERAPEUTICS INC COM 59045L106 28638 2108810 SH SOLE 1784652 0 324158 METROPOLITAN BK HLDG CORP COM 591774104 765 12700 SH SOLE 12700 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 60438 43627 SH SOLE 37968 0 5659 MGM RESORTS INTERNATIONAL COM 552953101 129839 3044296 SH SOLE 2636018 0 408278 MICROCHIP TECHNOLOGY INC. COM 595017104 140167 936069 SH SOLE 786983 0 149086 MICRON TECHNOLOGY INC COM 595112103 72222 849870 SH SOLE 710646 0 139224 MICROSOFT CORP COM 594918104 456467 1685002 SH SOLE 1420324 0 264678 MIMECAST LTD ORD SHS G14838109 38532 726342 SH SOLE 674632 0 51710 MISTER CAR WASH INC COM 60646V105 10007 464809 SH SOLE 432348 0 32461 MKS INSTRS INC COM 55306N104 63707 358003 SH SOLE 270943 0 87060 MORGAN STANLEY COM NEW 617446448 118949 1297290 SH SOLE 1079909 0 217381 MSA SAFETY INC COM 553498106 22639 136723 SH SOLE 126253 0 10470 MSCI INC COM 55354G100 82094 153999 SH SOLE 137734 0 16265 NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 397 7860 SH SOLE 7860 0 0 NATIONAL VISION HLDGS INC COM 63845R107 148081 2896172 SH SOLE 2476749 0 419423 NCR CORP NEW COM 62886E108 21494 471256 SH SOLE 435318 0 35938 NEUROCRINE BIOSCIENCES INC COM 64125C109 59851 614993 SH SOLE 465733 0 149260 NEWMONT CORP COM 651639106 46397 732040 SH SOLE 576943 0 155097 NICE LTD SPONSORED ADR 653656108 120888 488514 SH SOLE 434514 0 54000 NIKE INC CL B 654106103 57792 374083 SH SOLE 300280 0 73803 NKARTA INC COM 65487U108 15036 474462 SH SOLE 438104 0 36358 NOVAVAX INC COM NEW 670002401 43205 203500 SH SOLE 166900 0 36600 NUTANIX INC CL A 67059N108 71940 1882254 SH SOLE 1636309 0 245945 NVIDIA CORPORATION COM 67066G104 126532 158145 SH SOLE 133217 0 24928 NXP SEMICONDUCTORS N V COM N6596X109 644 3131 SH SOLE 370 0 2761 OAK STR HEALTH INC COM 67181A107 99481 1698494 SH SOLE 1393974 0 304520 OLD DOMINION FREIGHT LINE IN COM 679580100 17245 67946 SH SOLE 67946 0 0 OPTION CARE HEALTH INC COM NEW 68404L201 34031 1556045 SH SOLE 1433465 0 122580 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 58923 1684958 SH SOLE 1418168 0 266790 PACIRA BIOSCIENCES INC COM 695127100 62540 1030645 SH SOLE 971765 0 58880 PALO ALTO NETWORKS INC COM 697435105 80833 217849 SH SOLE 192124 0 25725 PALOMAR HLDGS INC COM 69753M105 22208 294304 SH SOLE 272459 0 21845 PAYA HOLDINGS INC COM CL A 70434P103 36091 3275065 SH SOLE 2479337 0 795728 PAYLOCITY HLDG CORP COM 70438V106 59839 313623 SH SOLE 243215 0 70408 PAYPAL HLDGS INC COM 70450Y103 177620 609372 SH SOLE 510395 0 98977 PDC ENERGY INC COM 69327R101 27810 607327 SH SOLE 560677 0 46650 PEGASYSTEMS INC COM 705573103 51621 370864 SH SOLE 282254 0 88610 PEPSICO INC COM 713448108 6260 42250 SH SOLE 27660 0 14590 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 827 64280 SH SOLE 64280 0 0 PLAYA HOTELS & RESORTS NV SHS N70544106 28536 3840633 SH SOLE 3549436 0 291197 POOL CORP COM 73278L105 523 1140 SH SOLE 1140 0 0 PRICE T ROWE GROUP INC COM 74144T108 7389 37325 SH SOLE 24430 0 12895 PRIMERICA INC COM 74164M108 33529 218942 SH SOLE 202241 0 16701 PS BUSINESS PKS INC CALIF COM 69360J107 32096 216746 SH SOLE 199726 0 17020 PURE STORAGE INC CL A 74624M102 19152 980648 SH SOLE 904704 0 75944 Q2 HLDGS INC COM 74736L109 42494 414254 SH SOLE 314094 0 100160 QUEST DIAGNOSTICS INC COM 74834L100 129108 978310 SH SOLE 783240 0 195070 RANPAK HOLDINGS CORP COM CL A 75321W103 28620 1143441 SH SOLE 1055721 0 87720 RAYMOND JAMES FINL INC COM 754730109 3472 26730 SH SOLE 26730 0 0 REVOLVE GROUP INC CL A 76156B107 41350 600142 SH SOLE 452816 0 147326 ROCKET PHARMACEUTICALS INC COM 77313F106 91995 2077095 SH SOLE 1767221 0 309874 ROCKWELL AUTOMATION INC COM 773903109 75790 264980 SH SOLE 233275 0 31705 ROKU INC COM CL A 77543R102 76950 167556 SH SOLE 151016 0 16540 ROSS STORES INC COM 778296103 77842 627760 SH SOLE 552400 0 75360 S&P GLOBAL INC COM 78409V104 2042 4974 SH SOLE 600 0 4374 SAIA INC COM 78709Y105 88393 421945 SH SOLE 358655 0 63290 SALESFORCE COM INC COM 79466L302 184748 756327 SH SOLE 638600 0 117727 SCIENCE APPLICATIONS INTL CO COM 808625107 2173 24770 SH SOLE 24770 0 0 SEAGEN INC COM 81181C104 81243 514590 SH SOLE 452780 0 61810 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 53630 925134 SH SOLE 723384 0 201750 SERVICENOW INC COM 81762P102 182902 332822 SH SOLE 282958 0 49864 SHIFT4 PMTS INC CL A 82452J109 39881 425534 SH SOLE 392854 0 32680 SIGNATURE BK NEW YORK N Y COM 82669G104 42328 172311 SH SOLE 130301 0 42010 SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 94755 1478232 SH SOLE 1323223 0 155009 SMART GLOBAL HLDGS INC SHS G8232Y101 24105 505567 SH SOLE 466930 0 38637 SMARTSHEET INC COM CL A 83200N103 27814 384603 SH SOLE 356753 0 27850 SPIRIT RLTY CAP INC NEW COM NEW 84860W300 64633 1351027 SH SOLE 1279297 0 71730 SPLUNK INC COM 848637104 66076 457022 SH SOLE 398473 0 58549 STARBUCKS CORP COM 855244109 1212 10840 SH SOLE 1265 0 9575 SUN CMNTYS INC COM 866674104 6779 39550 SH SOLE 25880 0 13670 SYNAPTICS INC COM 87157D109 31650 203433 SH SOLE 187861 0 15572 SYNCHRONY FINANCIAL COM 87165B103 105375 2171790 SH SOLE 1963302 0 208488 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 55754 314956 SH SOLE 277136 0 37820 TANDEM DIABETES CARE INC COM NEW 875372203 38569 395981 SH SOLE 366411 0 29570 TAPESTRY INC COM 876030107 167346 3848802 SH SOLE 3242021 0 606781 TARGET CORP COM 87612E106 105664 437098 SH SOLE 340162 0 96936 TELEDYNE TECHNOLOGIES INC COM 879360105 100755 240564 SH SOLE 197070 0 43494 TERADYNE INC COM 880770102 48033 358564 SH SOLE 316104 0 42460 TERRENO RLTY CORP COM 88146M101 570 8840 SH SOLE 8840 0 0 TESLA INC COM 88160R101 47426 69775 SH SOLE 55742 0 14033 TG THERAPEUTICS INC COM 88322Q108 63603 1639676 SH SOLE 1340516 0 299160 THERMO FISHER SCIENTIFIC INC COM 883556102 176276 349428 SH SOLE 296922 0 52506 TIMKEN CO COM 887389104 57111 708662 SH SOLE 630995 0 77667 T-MOBILE US INC COM 872590104 55704 384613 SH SOLE 310149 0 74464 TOPBUILD CORP COM 89055F103 78123 394998 SH SOLE 332858 0 62140 TRANE TECHNOLOGIES PLC SHS G8994E103 185164 1005559 SH SOLE 830770 0 174789 TRANSDIGM GROUP INC COM 893641100 232804 359660 SH SOLE 314381 0 45279 TRANSUNION COM 89400J107 116361 1059654 SH SOLE 859440 0 200214 TREX CO INC COM 89531P105 118294 1157360 SH SOLE 998940 0 158420 TURNING POINT THERAPEUTICS I COM 90041T108 70823 907760 SH SOLE 855110 0 52650 TWILIO INC CL A 90138F102 97851 248251 SH SOLE 224236 0 24015 ULTA BEAUTY INC COM 90384S303 70843 204886 SH SOLE 180263 0 24623 UNION PAC CORP COM 907818108 150982 686501 SH SOLE 586531 0 99970 UPWORK INC COM 91688F104 11804 202513 SH SOLE 186823 0 15690 VAIL RESORTS INC COM 91879Q109 2752 8694 SH SOLE 7282 0 1412 VALERO ENERGY CORP COM 91913Y100 4805 61540 SH SOLE 46450 0 15090 VENTAS INC COM 92276F100 254 4442 SH SOLE 4442 0 0 VISA INC COM CL A 92826C839 253216 1082954 SH SOLE 918609 0 164345 WASTE CONNECTIONS INC COM 94106B101 46615 390309 SH SOLE 340339 0 49970 WESTERN DIGITAL CORP. COM 958102105 141533 1988655 SH SOLE 1727305 0 261350 WEX INC COM 96208T104 91065 469648 SH SOLE 384210 0 85438 WILLIAMS COS INC COM 969457100 619 23330 SH SOLE 23330 0 0 WILLIAMS SONOMA INC COM 969904101 56074 351228 SH SOLE 308618 0 42610 WNS HLDGS LTD SPON ADR 92932M101 29531 369733 SH SOLE 341392 0 28341 WORKDAY INC CL A 98138H101 152392 638317 SH SOLE 543352 0 94965 XILINX INC COM 983919101 67642 467661 SH SOLE 410911 0 56750 ZENDESK INC COM 98936J101 303945 2105757 SH SOLE 1820191 0 285566 ZYNGA INC CL A 98986T108 118641 11160925 SH SOLE 9480295 0 1680630