The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| Advanced Micro Devices | COM | 007903107 | 518 | 40,628 | SH | SOLE | 0 | 40,628 | 0 | 0 | |
| Aerojet Rocketdyne Holdings In | COM | 007800105 | 5,379 | 153,656 | SH | SOLE | 0 | 102,786 | 0 | 50,870 | |
| Aerovironment Inc | COM | 008073108 | 6,015 | 111,136 | SH | SOLE | 0 | 75,731 | 0 | 35,405 | |
| Air Transport Services Group I | COM | 00922R105 | 5,709 | 234,553 | SH | SOLE | 0 | 159,385 | 0 | 75,168 | |
| Alteryx Inc | COM | 02156B103 | 4,967 | 243,834 | SH | SOLE | 0 | 164,221 | 0 | 79,613 | |
| Atlas Air Worldwide Holdings | COM | 049164205 | 5,461 | 82,988 | SH | SOLE | 0 | 56,113 | 0 | 26,875 | |
| BMC Stock Holdings Inc | COM | 05591B109 | 6,462 | 302,660 | SH | SOLE | 0 | 203,964 | 0 | 98,696 | |
| BWX Technologies | COM | 05605H100 | 813 | 14,514 | SH | SOLE | 0 | 14,514 | 0 | 0 | |
| BlackLine Inc | COM | 09239B109 | 5,359 | 157,050 | SH | SOLE | 0 | 106,089 | 0 | 50,961 | |
| Bob Evans Farms Inc | COM | 096761101 | 5,860 | 75,606 | SH | SOLE | 0 | 50,892 | 0 | 24,714 | |
| Box Inc | COM | 10316T104 | 5,651 | 292,480 | SH | SOLE | 0 | 198,141 | 0 | 94,339 | |
| Boyd Gaming Corp | COM | 103304101 | 4,519 | 173,471 | SH | SOLE | 0 | 104,244 | 0 | 69,227 | |
| Broadsoft Incorporation | COM | 11133B409 | 6,194 | 123,144 | SH | SOLE | 0 | 82,067 | 0 | 41,077 | |
| Callidus Software Inc | COM | 13123E500 | 5,255 | 213,173 | SH | SOLE | 0 | 144,455 | 0 | 68,718 | |
| Camping World Holdings Inc | COM | 13462K109 | 6,850 | 168,137 | SH | SOLE | 0 | 113,698 | 0 | 54,439 | |
| Care com Inc | COM | 141633107 | 3,218 | 202,540 | SH | SOLE | 0 | 135,659 | 0 | 66,881 | |
| Catalent Inc | COM | 148806102 | 5,545 | 138,900 | SH | SOLE | 0 | 91,674 | 0 | 47,226 | |
| Cavco Industries Inc | COM | 149568107 | 2,960 | 20,059 | SH | SOLE | 0 | 13,416 | 0 | 6,643 | |
| Chegg Inc | COM | 163092109 | 5,663 | 381,571 | SH | SOLE | 0 | 255,576 | 0 | 125,995 | |
| Cryolife Inc | COM | 228903100 | 6,330 | 278,833 | SH | SOLE | 0 | 188,063 | 0 | 90,770 | |
| Dova Pharmaceuticals Inc | COM | 25985T102 | 2,834 | 116,715 | SH | SOLE | 0 | 78,573 | 0 | 38,142 | |
| Dycom Industries Inc | COM | 267475101 | 3,001 | 34,940 | SH | SOLE | 0 | 23,406 | 0 | 11,534 | |
| ESCO Technologies Inc | COM | 296315104 | 5,996 | 100,023 | SH | SOLE | 0 | 67,845 | 0 | 32,178 | |
| Electronic Arts Inc | COM | 285512109 | 815 | 6,902 | SH | SOLE | 0 | 6,902 | 0 | 0 | |
| Everbridge Inc | COM | 29978A104 | 5,509 | 208,530 | SH | SOLE | 0 | 141,147 | 0 | 67,383 | |
| Evercore Inc | COM | 29977A105 | 5,614 | 69,962 | SH | SOLE | 0 | 47,462 | 0 | 22,500 | |
| Exact Sciences Corp | COM | 30063P105 | 3,663 | 77,742 | SH | SOLE | 0 | 51,376 | 0 | 26,366 | |
| FCB Financial Holdings Inc | COM | 30255G103 | 5,051 | 104,580 | SH | SOLE | 0 | 70,502 | 0 | 34,078 | |
| Foundation Medicine Inc | COM | 350465100 | 5,651 | 140,562 | SH | SOLE | 0 | 95,203 | 0 | 45,359 | |
| Gigamon Inc | COM | 37518B102 | 6,069 | 143,978 | SH | SOLE | 0 | 97,414 | 0 | 46,564 | |
| Granite Construction Inc | COM | 387328107 | 7,390 | 127,529 | SH | SOLE | 0 | 86,357 | 0 | 41,172 | |
| HealthEquity Inc | COM | 42226A107 | 9,083 | 179,586 | SH | SOLE | 0 | 120,997 | 0 | 58,589 | |
| Home Bancshares Inc | COM | 436893200 | 6,792 | 269,312 | SH | SOLE | 0 | 182,789 | 0 | 86,523 | |
| Hostess Brands Inc | COM | 44109J106 | 5,531 | 404,876 | SH | SOLE | 0 | 271,539 | 0 | 133,337 | |
| Ignyta Inc | COM | 451731103 | 6,640 | 537,618 | SH | SOLE | 0 | 359,244 | 0 | 178,374 | |
| Installed Building Products In | COM | 45780R101 | 6,282 | 96,939 | SH | SOLE | 0 | 65,376 | 0 | 31,563 | |
| Instructure Inc | COM | 45781U103 | 6,082 | 183,471 | SH | SOLE | 0 | 123,225 | 0 | 60,246 | |
| Integra LifeSciences Holding | COM | 457985208 | 5,683 | 112,576 | SH | SOLE | 0 | 76,073 | 0 | 36,503 | |
| John Bean Technologies Corpora | COM | 477839104 | 5,680 | 56,180 | SH | SOLE | 0 | 37,898 | 0 | 18,282 | |
| Juno Therapeutics Inc | COM | 48205A109 | 5,517 | 122,989 | SH | SOLE | 0 | 81,209 | 0 | 41,780 | |
| Kadant Inc | COM | 48282T104 | 6,105 | 61,952 | SH | SOLE | 0 | 41,976 | 0 | 19,976 | |
| Kornit Digital Ltd | COM | M6372Q113 | 6,757 | 441,631 | SH | SOLE | 0 | 314,329 | 0 | 127,302 | |
| Littelfuse Inc | COM | 537008104 | 5,750 | 29,356 | SH | SOLE | 0 | 19,649 | 0 | 9,707 | |
| Liveperson Inc | COM | 538146101 | 6,577 | 485,356 | SH | SOLE | 0 | 320,034 | 0 | 165,322 | |
| Lumentum Holdings Inc | COM | 55024U109 | 6,594 | 121,323 | SH | SOLE | 0 | 81,665 | 0 | 39,658 | |
| Marten Transport LTD | COM | 573075108 | 7,488 | 364,390 | SH | SOLE | 0 | 246,414 | 0 | 117,976 | |
| MasTec Inc | COM | 576323109 | 7,489 | 161,410 | SH | SOLE | 0 | 110,331 | 0 | 51,079 | |
| Matador Resources Company | COM | 576485205 | 6,607 | 243,338 | SH | SOLE | 0 | 164,137 | 0 | 79,201 | |
| Maxlinear Inc Class A | COM | 57776J100 | 6,142 | 258,611 | SH | SOLE | 0 | 174,117 | 0 | 84,494 | |
| Mercury Computer Systems Inc | COM | 589378108 | 8,898 | 171,508 | SH | SOLE | 0 | 115,876 | 0 | 55,632 | |
| Merit Medical Systems Inc | COM | 589889104 | 6,074 | 143,432 | SH | SOLE | 0 | 96,327 | 0 | 47,105 | |
| Moelis & Company | COM | 60786M105 | 7,145 | 165,980 | SH | SOLE | 0 | 112,366 | 0 | 53,614 | |
| Monolithic Power Systems Inc | COM | 609839105 | 5,996 | 56,271 | SH | SOLE | 0 | 37,973 | 0 | 18,298 | |
| Mulesoft Inc | COM | 625207105 | 5,055 | 250,979 | SH | SOLE | 0 | 169,064 | 0 | 81,915 | |
| NV5 Global Inc | COM | 62945V109 | 6,897 | 126,195 | SH | SOLE | 0 | 85,003 | 0 | 41,192 | |
| New Relic Inc | COM | 64829B100 | 5,837 | 117,200 | SH | SOLE | 0 | 79,318 | 0 | 37,882 | |
| Novocure Limited | COM | G6674U108 | 5,426 | 273,351 | SH | SOLE | 0 | 181,885 | 0 | 91,466 | |
| ORBCOMM Inc | COM | 68555P100 | 4,009 | 382,919 | SH | SOLE | 0 | 259,209 | 0 | 123,710 | |
| Old Dominion Freight Line | COM | 679580100 | 863 | 7,835 | SH | SOLE | 0 | 7,835 | 0 | 0 | |
| Ollies Bargain Outlet Holdings | COM | 681116109 | 5,511 | 118,768 | SH | SOLE | 0 | 79,262 | 0 | 39,506 | |
| Omnicell Inc | COM | 68213N109 | 5,488 | 107,512 | SH | SOLE | 0 | 72,833 | 0 | 34,679 | |
| Orasure Technologies Inc | COM | 68554V108 | 5,819 | 258,630 | SH | SOLE | 0 | 173,226 | 0 | 85,404 | |
| PetIQ Inc | COM | 71639T106 | 5,842 | 215,715 | SH | SOLE | 0 | 144,473 | 0 | 71,242 | |
| Pinnacle Financial Partners In | COM | 72346Q104 | 6,677 | 99,727 | SH | SOLE | 0 | 67,039 | 0 | 32,688 | |
| Planet Fitness Inc | COM | 72703H101 | 6,773 | 251,053 | SH | SOLE | 0 | 169,740 | 0 | 81,313 | |
| Power Integrations Inc | COM | 739276103 | 5,799 | 79,221 | SH | SOLE | 0 | 53,039 | 0 | 26,182 | |
| Primoris Services Corp | COM | 74164F103 | 6,133 | 208,455 | SH | SOLE | 0 | 140,693 | 0 | 67,762 | |
| Pure Storage Inc | COM | 74624M102 | 5,655 | 353,663 | SH | SOLE | 0 | 237,616 | 0 | 116,047 | |
| Quanta Services Inc | COM | 74762E102 | 5,740 | 153,607 | SH | SOLE | 0 | 101,542 | 0 | 52,065 | |
| Raven Industries Inc | COM | 754212108 | 2,948 | 90,974 | SH | SOLE | 0 | 61,272 | 0 | 29,702 | |
| Red Hat Inc | COM | 756577102 | 578 | 5,214 | SH | SOLE | 0 | 5,214 | 0 | 0 | |
| Red Rock Resorts Inc | COM | 75700L108 | 4,130 | 178,330 | SH | SOLE | 0 | 107,186 | 0 | 71,144 | |
| Redfin Corporation | COM | 75737F108 | 5,373 | 214,167 | SH | SOLE | 0 | 143,399 | 0 | 70,768 | |
| Repligen Corporation | COM | 759916109 | 5,669 | 147,939 | SH | SOLE | 0 | 98,791 | 0 | 49,148 | |
| Rogers Corporation | COM | 775133101 | 6,498 | 48,754 | SH | SOLE | 0 | 32,935 | 0 | 15,819 | |
| Roku Inc | COM | 77543R102 | 1,454 | 54,800 | SH | SOLE | 0 | 36,979 | 0 | 17,821 | |
| SPLUNK Inc | COM | 848637104 | 590 | 8,888 | SH | SOLE | 0 | 8,888 | 0 | 0 | |
| Saia Inc | COM | 78709Y105 | 6,220 | 99,282 | SH | SOLE | 0 | 67,193 | 0 | 32,089 | |
| Schneider National Inc Class B | COM | 80689H102 | 6,285 | 248,404 | SH | SOLE | 0 | 168,042 | 0 | 80,362 | |
| Semtech Corp | COM | 816850101 | 5,660 | 150,721 | SH | SOLE | 0 | 102,002 | 0 | 48,719 | |
| Servicenow Inc | COM | 81762P102 | 663 | 5,645 | SH | SOLE | 0 | 5,645 | 0 | 0 | |
| Silicom LTD | COM | M84116108 | 2,806 | 47,963 | SH | SOLE | 0 | 32,424 | 0 | 15,539 | |
| Silicon Laboratories Inc | COM | 826919102 | 7,239 | 90,607 | SH | SOLE | 0 | 61,270 | 0 | 29,337 | |
| SiteOne Landscape Supply Inc | COM | 82982L103 | 6,353 | 109,347 | SH | SOLE | 0 | 73,719 | 0 | 35,628 | |
| Sterling Bancorp | COM | 85917A100 | 5,696 | 231,074 | SH | SOLE | 0 | 155,042 | 0 | 76,032 | |
| Summit Materials Inc | COM | 86614U100 | 3,130 | 97,707 | SH | SOLE | 0 | 66,379 | 0 | 31,328 | |
| Tabula Rasa Healthcare Inc | COM | 873379101 | 4,151 | 155,232 | SH | SOLE | 0 | 104,361 | 0 | 50,871 | |
| Tactile Systems Technology I | COM | 87357P100 | 5,635 | 182,072 | SH | SOLE | 0 | 122,788 | 0 | 59,284 | |
| Take-Two Interactive Software | COM | 874054109 | 8,258 | 80,780 | SH | SOLE | 0 | 52,689 | 0 | 28,091 | |
| Talend SA | COM | 874224207 | 5,656 | 138,153 | SH | SOLE | 0 | 92,259 | 0 | 45,894 | |
| The Trade Desk Inc | COM | 88339J105 | 6,452 | 104,887 | SH | SOLE | 0 | 70,810 | 0 | 34,077 | |
| Tivity Health Inc | COM | 88870R102 | 6,284 | 154,016 | SH | SOLE | 0 | 104,095 | 0 | 49,921 | |
| TopBuild Corp | COM | 89055F103 | 7,409 | 113,683 | SH | SOLE | 0 | 77,064 | 0 | 36,619 | |
| Tower Semiconductor LTD | COM | M87915274 | 6,731 | 218,882 | SH | SOLE | 0 | 146,971 | 0 | 71,911 | |
| Tri Pointe Group Inc | COM | 87265H109 | 5,290 | 383,043 | SH | SOLE | 0 | 258,756 | 0 | 124,287 | |
| Twilio Inc | COM | 90138F102 | 5,374 | 180,039 | SH | SOLE | 0 | 121,206 | 0 | 58,833 | |
| Ubiquiti Networks Inc | COM | 90347A100 | 2,827 | 50,465 | SH | SOLE | 0 | 33,031 | 0 | 17,434 | |
| Universal Display Corp | COM | 91347P105 | 3,010 | 23,362 | SH | SOLE | 0 | 15,293 | 0 | 8,069 | |
| Vail Resorts Inc | COM | 91879Q109 | 645 | 2,829 | SH | SOLE | 0 | 2,829 | 0 | 0 | |
| Vocera Communications Inc | COM | 92857F107 | 7,361 | 234,653 | SH | SOLE | 0 | 158,760 | 0 | 75,893 | |
| Vonage Holdings Corp | COM | 92886T201 | 5,851 | 718,817 | SH | SOLE | 0 | 481,367 | 0 | 237,450 | |
| WNS Holdings Ltd - ADR | COM | 92932M101 | 5,504 | 150,807 | SH | SOLE | 0 | 102,225 | 0 | 48,582 | |
| Welbilt Inc | COM | 949090104 | 8,030 | 348,392 | SH | SOLE | 0 | 234,432 | 0 | 113,960 | |
| West Pharmaceutical Services | COM | 955306105 | 5,947 | 61,782 | SH | SOLE | 0 | 40,805 | 0 | 20,977 | |
| Wingstop Inc | COM | 974155103 | 5,446 | 163,796 | SH | SOLE | 0 | 109,323 | 0 | 54,473 | |
| Wix com Ltd | COM | M98068105 | 6,558 | 91,267 | SH | SOLE | 0 | 61,817 | 0 | 29,450 | |
| iRhythm Technologies Inc | COM | 450056106 | 7,576 | 146,038 | SH | SOLE | 0 | 98,731 | 0 | 47,307 | |
| iShares Russell 2000 Growth | ETF | 464287648 | 2,561 | 14,313 | SH | SOLE | 0 | 0 | 0 | 14,313 | |