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 |
AAR CORP | COM | 000361105 | 30,994 | 752,104 | SH | SOLE | 700,976 | 0 | 51,128 | ||
ABBOTT LABS | COM | 002824100 | 30,616 | 365,918 | SH | SOLE | 356,518 | 0 | 9,400 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 20,952 | 395,912 | SH | SOLE | 366,012 | 0 | 29,900 | ||
ADDUS HOMECARE CORP | COM | 006739106 | 968 | 12,206 | SH | SOLE | 12,206 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 8,890 | 306,660 | SH | SOLE | 261,901 | 0 | 44,759 | ||
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 14,686 | 160,714 | SH | SOLE | 156,549 | 0 | 4,165 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 9,073 | 54,255 | SH | SOLE | 52,855 | 0 | 1,400 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 29,403 | 24,078 | SH | SOLE | 23,460 | 0 | 618 | ||
ALTICE USA INC | CL A | 02156K103 | 7,486 | 261,004 | SH | SOLE | 222,794 | 0 | 38,210 | ||
AMAZON COM INC | COM | 023135106 | 37,907 | 21,837 | SH | SOLE | 21,267 | 0 | 570 | ||
AMBARELLA INC | SHS | G037AX101 | 33,116 | 527,032 | SH | SOLE | 506,657 | 0 | 20,375 | ||
AMEDISYS INC | COM | 023436108 | 7,354 | 56,133 | SH | SOLE | 54,068 | 0 | 2,065 | ||
ANALOG DEVICES INC | COM | 032654105 | 27,033 | 241,951 | SH | SOLE | 235,551 | 0 | 6,400 | ||
ANAPLAN INC | COM | 03272L108 | 19,233 | 409,211 | SH | SOLE | 374,902 | 0 | 34,309 | ||
APPLE INC | COM | 037833100 | 37,497 | 167,420 | SH | SOLE | 163,120 | 0 | 4,300 | ||
AVALARA INC | COM | 05338G106 | 1,082 | 16,076 | SH | SOLE | 16,076 | 0 | 0 | ||
BIO RAD LABS INC | CL A | 090572207 | 9,160 | 27,530 | SH | SOLE | 23,523 | 0 | 4,007 | ||
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 849 | 20,358 | SH | SOLE | 20,358 | 0 | 0 | ||
BLACK KNIGHT INC | COM | 09215C105 | 5,801 | 95,008 | SH | SOLE | 90,963 | 0 | 4,045 | ||
BOOT BARN HLDGS INC | COM | 099406100 | 8,028 | 230,023 | SH | SOLE | 221,388 | 0 | 8,635 | ||
BOSTON BEER INC | CL A | 100557107 | 6,885 | 18,910 | SH | SOLE | 18,315 | 0 | 595 | ||
BURLINGTON STORES INC | COM | 122017106 | 7,685 | 38,458 | SH | SOLE | 36,817 | 0 | 1,641 | ||
CARDLYTICS INC | COM | 14161W105 | 821 | 24,500 | SH | SOLE | 24,500 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 8,447 | 95,994 | SH | SOLE | 91,884 | 0 | 4,110 | ||
CHEGG INC | COM | 163092109 | 5,731 | 191,357 | SH | SOLE | 183,842 | 0 | 7,515 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 28,892 | 34,376 | SH | SOLE | 31,298 | 0 | 3,078 | ||
CHURCH & DWIGHT INC | COM | 171340102 | 24,149 | 320,963 | SH | SOLE | 296,818 | 0 | 24,145 | ||
CIENA CORP | COM NEW | 171779309 | 13,182 | 336,018 | SH | SOLE | 286,949 | 0 | 49,069 | ||
CISCO SYS INC | COM | 17275R102 | 14,867 | 300,889 | SH | SOLE | 293,089 | 0 | 7,800 | ||
CLEAN HARBORS INC | COM | 184496107 | 42,419 | 549,467 | SH | SOLE | 511,275 | 0 | 38,192 | ||
CONMED CORP | COM | 207410101 | 24,616 | 256,018 | SH | SOLE | 245,993 | 0 | 10,025 | ||
COSTAR GROUP INC | COM | 22160N109 | 48,232 | 81,309 | SH | SOLE | 74,210 | 0 | 7,099 | ||
CREE INC | COM | 225447101 | 32,769 | 668,747 | SH | SOLE | 618,487 | 0 | 50,260 | ||
CROCS INC | COM | 227046109 | 481 | 17,325 | SH | SOLE | 17,325 | 0 | 0 | ||
CROWN HOLDINGS INC | COM | 228368106 | 33,707 | 510,251 | SH | SOLE | 471,900 | 0 | 38,351 | ||
CRYOPORT INC | COM PAR $0.001 | 229050307 | 5,776 | 353,190 | SH | SOLE | 339,550 | 0 | 13,640 | ||
D R HORTON INC | COM | 23331A109 | 15,061 | 285,742 | SH | SOLE | 278,342 | 0 | 7,400 | ||
DEXCOM INC | COM | 252131107 | 74,078 | 496,369 | SH | SOLE | 465,998 | 0 | 30,371 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 18,216 | 202,600 | SH | SOLE | 183,961 | 0 | 18,639 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 24,636 | 189,044 | SH | SOLE | 184,144 | 0 | 4,900 | ||
DOLLAR GEN CORP NEW | COM | 256677105 | 13,916 | 87,556 | SH | SOLE | 74,831 | 0 | 12,725 | ||
DOLLAR TREE INC | COM | 256746108 | 7,436 | 65,141 | SH | SOLE | 55,641 | 0 | 9,500 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 25,002 | 113,690 | SH | SOLE | 103,976 | 0 | 9,714 | ||
EHEALTH INC | COM | 28238P109 | 587 | 8,795 | SH | SOLE | 8,795 | 0 | 0 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 27,603 | 188,676 | SH | SOLE | 171,455 | 0 | 17,221 | ||
EVERBRIDGE INC | COM | 29978A104 | 7,573 | 122,717 | SH | SOLE | 118,032 | 0 | 4,685 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 41,043 | 454,170 | SH | SOLE | 422,493 | 0 | 31,677 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 7,676 | 57,107 | SH | SOLE | 48,776 | 0 | 8,331 | ||
FACEBOOK INC | CL A | 30303M102 | 31,089 | 174,579 | SH | SOLE | 170,079 | 0 | 4,500 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 1,306 | 84,105 | SH | SOLE | 84,105 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 26,482 | 199,473 | SH | SOLE | 194,387 | 0 | 5,086 | ||
FISERV INC | COM | 337738108 | 16,998 | 164,085 | SH | SOLE | 140,167 | 0 | 23,918 | ||
FIVE BELOW INC | COM | 33829M101 | 21,998 | 174,448 | SH | SOLE | 167,687 | 0 | 6,761 | ||
FIVE9 INC | COM | 338307101 | 20,068 | 373,436 | SH | SOLE | 357,509 | 0 | 15,927 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 6,224 | 121,686 | SH | SOLE | 116,881 | 0 | 4,805 | ||
FLWS/1-800 FLOWERS | CL A | 68243Q106 | 808 | 54,590 | SH | SOLE | 54,590 | 0 | 0 | ||
FRESHPET INC | COM | 358039105 | 8,263 | 166,015 | SH | SOLE | 160,175 | 0 | 5,840 | ||
FTI CONSULTING INC | COM | 302941109 | 7,190 | 67,836 | SH | SOLE | 65,556 | 0 | 2,280 | ||
FUNKO INC | COM CL A | 361008105 | 1,197 | 58,199 | SH | SOLE | 58,199 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 12,017 | 75,578 | SH | SOLE | 64,551 | 0 | 11,027 | ||
GROCERY OUTLET HLDG CORP | COM | 39874R101 | 581 | 16,755 | SH | SOLE | 16,755 | 0 | 0 | ||
HAEMONETICS CORP | COM | 405024100 | 11,759 | 93,224 | SH | SOLE | 89,599 | 0 | 3,625 | ||
HAMILTON LANE INC | CL A | 407497106 | 17,651 | 309,878 | SH | SOLE | 297,708 | 0 | 12,170 | ||
HASBRO INC | COM | 418056107 | 10,346 | 87,167 | SH | SOLE | 74,425 | 0 | 12,742 | ||
HONEYWELL INTL INC | COM | 438516106 | 24,178 | 142,895 | SH | SOLE | 139,195 | 0 | 3,700 | ||
HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 18,804 | 690,548 | SH | SOLE | 663,723 | 0 | 26,825 | ||
HURON CONSULTING GROUP INC | COM | 447462102 | 1,662 | 27,101 | SH | SOLE | 27,101 | 0 | 0 | ||
IAC INTERACTIVECORP | COM | 44919P508 | 11,211 | 51,435 | SH | SOLE | 43,921 | 0 | 7,514 | ||
IHS MARKIT LTD | SHS | G47567105 | 8,883 | 132,817 | SH | SOLE | 113,507 | 0 | 19,310 | ||
INPHI CORP | COM | 45772F107 | 8,144 | 133,405 | SH | SOLE | 129,670 | 0 | 3,735 | ||
INSPIRE MED SYS INC | COM | 457730109 | 37,309 | 611,430 | SH | SOLE | 567,207 | 0 | 44,223 | ||
INSULET CORP | COM | 45784P101 | 37,318 | 226,264 | SH | SOLE | 206,439 | 0 | 19,825 | ||
IQVIA HLDGS INC | COM | 46266C105 | 23,940 | 160,261 | SH | SOLE | 147,319 | 0 | 12,942 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 19,103 | 143,621 | SH | SOLE | 137,501 | 0 | 6,120 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 64,935 | 667,711 | SH | SOLE | 610,644 | 0 | 57,067 | ||
KRATOS DEFENSE & SEC SOLUTIO | COM NEW | 50077B207 | 17,245 | 927,411 | SH | SOLE | 891,311 | 0 | 36,100 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 23,357 | 111,948 | SH | SOLE | 104,035 | 0 | 7,913 | ||
LAM RESEARCH CORP | COM | 512807108 | 14,633 | 63,315 | SH | SOLE | 61,715 | 0 | 1,600 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 10,491 | 573,727 | SH | SOLE | 552,307 | 0 | 21,420 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 27,406 | 137,755 | SH | SOLE | 134,155 | 0 | 3,600 | ||
LHC GROUP INC | COM | 50187A107 | 7,234 | 63,705 | SH | SOLE | 61,630 | 0 | 2,075 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 17,366 | 261,766 | SH | SOLE | 255,066 | 0 | 6,700 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 43,194 | 224,351 | SH | SOLE | 211,110 | 0 | 13,241 | ||
MANHATTAN ASSOCS INC | COM | 562750109 | 6,965 | 86,336 | SH | SOLE | 82,831 | 0 | 3,505 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 11,341 | 41,376 | SH | SOLE | 35,317 | 0 | 6,059 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 11,793 | 472,303 | SH | SOLE | 403,401 | 0 | 68,902 | ||
MASCO CORP | COM | 574599106 | 30,500 | 731,754 | SH | SOLE | 677,280 | 0 | 54,474 | ||
MASTERCARD INC | CL A | 57636Q104 | 38,358 | 141,246 | SH | SOLE | 137,572 | 0 | 3,674 | ||
MERCADOLIBRE INC | COM | 58733R102 | 12,678 | 23,000 | SH | SOLE | 19,646 | 0 | 3,354 | ||
MERCK & CO INC | COM | 58933Y105 | 23,316 | 276,982 | SH | SOLE | 269,782 | 0 | 7,200 | ||
MERCURY SYS INC | COM | 589378108 | 8,532 | 105,118 | SH | SOLE | 101,818 | 0 | 3,300 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 8,404 | 90,456 | SH | SOLE | 77,270 | 0 | 13,186 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 15,918 | 371,480 | SH | SOLE | 361,880 | 0 | 9,600 | ||
MICROSOFT CORP | COM | 594918104 | 47,434 | 341,176 | SH | SOLE | 332,476 | 0 | 8,700 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 4,393 | 56,383 | SH | SOLE | 54,283 | 0 | 2,100 | ||
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 21,557 | 126,533 | SH | SOLE | 108,052 | 0 | 18,481 | ||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 484 | 22,426 | SH | SOLE | 22,426 | 0 | 0 | ||
NAPCO SEC TECHNOLOGIES INC | COM | 630402105 | 7,907 | 309,839 | SH | SOLE | 297,989 | 0 | 11,850 | ||
NATERA INC | COM | 632307104 | 12,535 | 382,155 | SH | SOLE | 367,570 | 0 | 14,585 | ||
NETFLIX INC | COM | 64110L106 | 5,621 | 21,003 | SH | SOLE | 20,434 | 0 | 569 | ||
NIC INC | COM | 62914B100 | 9,597 | 464,757 | SH | SOLE | 447,372 | 0 | 17,385 | ||
NIKE INC | CL B | 654106103 | 28,981 | 308,566 | SH | SOLE | 300,566 | 0 | 8,000 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 468 | 6,258 | SH | SOLE | 6,258 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 9,802 | 99,549 | SH | SOLE | 95,269 | 0 | 4,280 | ||
OWENS CORNING NEW | COM | 690742101 | 21,636 | 342,339 | SH | SOLE | 316,574 | 0 | 25,765 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 9,568 | 182,767 | SH | SOLE | 175,757 | 0 | 7,010 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 13,185 | 127,281 | SH | SOLE | 123,981 | 0 | 3,300 | ||
PENUMBRA INC | COM | 70975L107 | 6,961 | 51,762 | SH | SOLE | 49,737 | 0 | 2,025 | ||
PERFORMANCE FOOD GROUP CO | COM | 71377A103 | 16,115 | 350,258 | SH | SOLE | 316,362 | 0 | 33,896 | ||
PLANET FITNESS INC | CL A | 72703H101 | 884 | 15,275 | SH | SOLE | 15,275 | 0 | 0 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 32,689 | 262,813 | SH | SOLE | 256,113 | 0 | 6,700 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 13,122 | 169,863 | SH | SOLE | 144,906 | 0 | 24,957 | ||
PROS HOLDINGS INC | COM | 74346Y103 | 6,039 | 101,325 | SH | SOLE | 96,995 | 0 | 4,330 | ||
Q2 HLDGS INC | COM | 74736L109 | 27,606 | 350,014 | SH | SOLE | 336,302 | 0 | 13,712 | ||
RAPID7 INC | COM | 753422104 | 35,425 | 780,467 | SH | SOLE | 720,313 | 0 | 60,154 | ||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 543 | 6,766 | SH | SOLE | 6,766 | 0 | 0 | ||
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 9,323 | 131,056 | SH | SOLE | 111,946 | 0 | 19,110 | ||
RINGCENTRAL INC | CL A | 76680R206 | 47,509 | 378,075 | SH | SOLE | 357,443 | 0 | 20,632 | ||
ROKU INC | COM CL A | 77543R102 | 7,511 | 73,815 | SH | SOLE | 70,665 | 0 | 3,150 | ||
ROSETTA STONE INC | COM | 777780107 | 483 | 27,765 | SH | SOLE | 27,765 | 0 | 0 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 13,486 | 96,129 | SH | SOLE | 92,511 | 0 | 3,618 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 19,967 | 645,141 | SH | SOLE | 586,023 | 0 | 59,118 | ||
SERVICENOW INC | COM | 81762P102 | 55,603 | 219,039 | SH | SOLE | 200,718 | 0 | 18,321 | ||
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 6,339 | 53,173 | SH | SOLE | 51,088 | 0 | 2,085 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 1,436 | 17,151 | SH | SOLE | 17,151 | 0 | 0 | ||
SONOS INC | COM | 83570H108 | 464 | 34,601 | SH | SOLE | 34,601 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 17,888 | 202,306 | SH | SOLE | 197,106 | 0 | 5,200 | ||
STRYKER CORP | COM | 863667101 | 16,520 | 76,377 | SH | SOLE | 74,277 | 0 | 2,100 | ||
SUNPOWER CORP | COM | 867652406 | 16,279 | 1,483,921 | SH | SOLE | 1,425,821 | 0 | 58,100 | ||
SVB FINL GROUP | COM | 78486Q101 | 21,062 | 100,798 | SH | SOLE | 96,503 | 0 | 4,295 | ||
SYNCHRONY FINL | COM | 87165B103 | 14,677 | 430,548 | SH | SOLE | 367,625 | 0 | 62,923 | ||
SYNOPSYS INC | COM | 871607107 | 11,669 | 85,023 | SH | SOLE | 72,633 | 0 | 12,390 | ||
TABULA RASA HEALTHCARE INC | COM | 873379101 | 470 | 8,548 | SH | SOLE | 8,548 | 0 | 0 | ||
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 441 | 10,409 | SH | SOLE | 10,409 | 0 | 0 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 45,188 | 766,152 | SH | SOLE | 709,850 | 0 | 56,302 | ||
TELEFLEX INC | COM | 879369106 | 8,719 | 25,662 | SH | SOLE | 21,928 | 0 | 3,734 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 15,096 | 195,548 | SH | SOLE | 190,548 | 0 | 5,000 | ||
TERADYNE INC | COM | 880770102 | 8,812 | 152,172 | SH | SOLE | 145,667 | 0 | 6,505 | ||
TETRA TECH INC NEW | COM | 88162G103 | 14,946 | 172,265 | SH | SOLE | 166,355 | 0 | 5,910 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 1,431 | 7,629 | SH | SOLE | 7,629 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 27,233 | 93,496 | SH | SOLE | 91,041 | 0 | 2,455 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 10,454 | 20,078 | SH | SOLE | 17,237 | 0 | 2,841 | ||
TRANSUNION | COM | 89400J107 | 31,964 | 394,086 | SH | SOLE | 364,000 | 0 | 30,086 | ||
TWILIO INC | CL A | 90138F102 | 22,758 | 206,969 | SH | SOLE | 190,649 | 0 | 16,320 | ||
TWITTER INC | COM | 90184L102 | 38,826 | 942,389 | SH | SOLE | 891,165 | 0 | 51,224 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 26,569 | 101,216 | SH | SOLE | 93,231 | 0 | 7,985 | ||
ULTA BEAUTY INC | COM | 90384S303 | 7,868 | 31,389 | SH | SOLE | 30,594 | 0 | 795 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 27,612 | 1,971,606 | SH | SOLE | 1,781,012 | 0 | 190,594 | ||
VISA INC | COM CL A | 92826C839 | 34,549 | 200,853 | SH | SOLE | 195,685 | 0 | 5,168 | ||
VULCAN MATLS CO | COM | 929160109 | 31,812 | 210,344 | SH | SOLE | 195,734 | 0 | 14,610 | ||
WENDYS CO | COM | 95058W100 | 10,872 | 544,168 | SH | SOLE | 522,868 | 0 | 21,300 | ||
WEX INC | COM | 96208T104 | 39,315 | 194,562 | SH | SOLE | 178,449 | 0 | 16,113 | ||
WINGSTOP INC | COM | 974155103 | 1,560 | 17,875 | SH | SOLE | 17,875 | 0 | 0 | ||
YETI HLDGS INC | COM | 98585X104 | 607 | 21,687 | SH | SOLE | 21,687 | 0 | 0 | ||
ZENDESK INC | COM | 98936J101 | 35,924 | 492,914 | SH | SOLE | 453,700 | 0 | 39,214 | ||
ZYNGA INC | CL A | 98986T108 | 8,796 | 1,511,397 | SH | SOLE | 1,450,787 | 0 | 60,610 |