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