Chief Compliance Officer

0000950123-19-006916.txt : 20190802 0000950123-19-006916.hdr.sgml : 20190802 20190802060540 ACCESSION NUMBER: 0000950123-19-006916 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190802 DATE AS OF CHANGE: 20190802 EFFECTIVENESS DATE: 20190802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TimesSquare Capital Management, LLC CENTRAL INDEX KEY: 0001313816 IRS NUMBER: 201665304 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11092 FILM NUMBER: 19994360 BUSINESS ADDRESS: STREET 1: 7 TIMES SQUARE STREET 2: 42ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 800-541-5156 MAIL ADDRESS: STREET 1: 7 TIMES SQUARE STREET 2: 42ND FLOOR CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001313816 XXXXXXXX 06-30-2019 06-30-2019 TimesSquare Capital Management, LLC

7 Times Square 42nd Floor NEW YORK NY 10036

13F HOLDINGS REPORT 028-11092 N David Cielusniak Chief Compliance Officer (917) 342-7950 /S/ David Cielusniak New York NY 08-01-2019 0 221 12998846 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F 2U Inc. COM 90214J101 71557 1901080 SH SOLE 1895800 0 5280 Acceleron Pharma Inc COM 00434H108 37669 916970 SH SOLE 916970 0 0 ACI Worldwide Inc. COM 004498101 70699 2058790 SH SOLE 2058790 0 0 Adaptive Biotechnologies COM 00650F109 21769 450700 SH SOLE 450700 0 0 Addus Home Care Corp COM 006739106 68827 918300 SH SOLE 918300 0 0 Adobe Inc. COM 00724F101 7144 24245 SH SOLE 23215 0 1030 Aercap Holdings NV SHS N00985106 54807 1053775 SH SOLE 801425 0 252350 Agilent Technologies Inc COM 00846U101 51866 694600 SH SOLE 481625 0 212975 Albany International Corp CL A 012348108 110623 1334260 SH SOLE 1334260 0 0 Alphabet Inc Class C CAP STK CL C 02079K107 9988 9240 SH SOLE 8830 0 410 Altice USA Inc CL A 02156K103 78205 3211700 SH SOLE 2225850 0 985850 Amazon.com Inc. COM 023135106 16679 8808 SH SOLE 8435 0 373 Amdocs Limited SHS G02602103 88354 1423000 SH SOLE 999825 0 423175 AMERISAFE Inc. COM 03071H100 21622 339062 SH SOLE 339062 0 0 Ametek Inc COM 031100100 89419 984355 SH SOLE 709140 0 275215 Amphenol Corp. Cl A CL A 032095101 63666 663600 SH SOLE 459700 0 203900 Apergy Corporation COM 03755L104 23550 702140 SH SOLE 702140 0 0 Apollo Global Management CL A SHS 037612306 131505 3833975 SH SOLE 3019975 0 814000 AptarGroup Inc. COM 038336103 11191 90000 SH SOLE 90000 0 0 APTIV Plc SHS G6095L109 61746 763900 SH SOLE 528700 0 235200 Argenx SE ADR SPONSORED ADR 04016X101 17521 123755 SH SOLE 123755 0 0 ASGN Incorporated COM 00191U102 106480 1757095 SH SOLE 1750590 0 6505 Assured Guaranty Ltd COM G0585R106 58819 1397800 SH SOLE 969400 0 428400 Atlassian Corporation Plc CL A G06242104 49353 377200 SH SOLE 261275 0 115925 Avalara Inc COM 05338G106 130453 1806835 SH SOLE 1446530 0 360305 Beacon Roofing Supply Inc COM 073685109 73344 1997396 SH SOLE 1997396 0 0 Best, Inc. Sponsored ADR SPONSORED ADS 08653C106 23386 4244200 SH SOLE 729300 0 3514900 BJs Wholesale Club Holdin COM 05550J101 78780 2984075 SH SOLE 2984075 0 0 Blueprint Medicines Corp. COM 09627Y109 75466 800020 SH SOLE 800020 0 0 Booz Allen & Hamilton Inc CL A 099502106 207918 3140275 SH SOLE 2363900 0 776375 Bottomline Technologies I COM 101388106 38266 864970 SH SOLE 864970 0 0 Bridgebio Pharma Inc COM 10806X102 4046 150000 SH SOLE 150000 0 0 Bright Horizons Family So COM 109194100 64006 424245 SH SOLE 422160 0 2085 Broadridge Financial Solu COM 11133T103 38253 299600 SH SOLE 299600 0 0 Brooks Automation Inc. COM 114340102 38344 989520 SH SOLE 989520 0 0 Brunswick Corp. COM 117043109 63313 1379673 SH SOLE 1068073 0 311600 Burlington Stores Inc COM 122017106 81502 479000 SH SOLE 331300 0 147700 BWX Technologies Inc. COM 05605H100 132728 2547570 SH SOLE 2014390 0 533180 Cable One Inc COM 12685J105 52102 44494 SH SOLE 44494 0 0 Cabot Microelectronics Co COM 12709P103 27852 253013 SH SOLE 253013 0 0 Cactus Inc Cl A CL A 127203107 35408 1069095 SH SOLE 1069095 0 0 Cadence BanCorporation CL A 12739A100 53144 2555020 SH SOLE 2555020 0 0 Callaway Golf Co. COM 131193104 41349 2409630 SH SOLE 2409630 0 0 Casella Waste Systems Inc CL A 147448104 21184 534550 SH SOLE 534550 0 0 CBRE Group Inc CL A 12504L109 197336 3846700 SH SOLE 2634450 0 1212250 Centene Corp. COM 15135B101 99526 1897900 SH SOLE 1344100 0 553800 Charles River Laboratorie COM 159864107 128824 907850 SH SOLE 730475 0 177375 Chegg Inc COM 163092109 80319 2081350 SH SOLE 2081350 0 0 Chemed Corp. COM 16359R103 78302 217000 SH SOLE 153275 0 63725 Chewy Inc - Class A CL A 16679L109 32869 939100 SH SOLE 652500 0 286600 Cintas Corp. COM 172908105 68458 288500 SH SOLE 200025 0 88475 Circor International Inc. COM 17273K109 22249 483675 SH SOLE 483675 0 0 Cision Ltd. SHS G1992S109 67373 5743635 SH SOLE 5743635 0 0 Clean Harbors Inc COM 184496107 126564 1780082 SH SOLE 1780082 0 0 Cogent Communications Gro COM NEW 19239V302 39354 662970 SH SOLE 662970 0 0 Cognex Corp. COM 192422103 11083 231000 SH SOLE 231000 0 0 Colliers International Gr SUB VTG SHS 194693107 21930 306200 SH SOLE 306200 0 0 Comcast Corp. Cl A CL A 20030N101 7614 180080 SH SOLE 172485 0 7595 Concho Resources Inc COM 20605P101 59999 581500 SH SOLE 403175 0 178325 Copart Inc. COM 217204106 82625 1105500 SH SOLE 765575 0 339925 Costar Group Inc COM 22160N109 139210 251255 SH SOLE 181085 0 70170 Coupa Software Incorporat COM 22266L106 113522 896630 SH SOLE 747975 0 148655 Covetrus Inc COM 22304C100 8747 357600 SH SOLE 357600 0 0 Cushman & Wakefield PLC SHS G2717B108 44907 2511600 SH SOLE 2511600 0 0 Dolby Laboratories Inc. C COM CL A 25659T107 83043 1285500 SH SOLE 890000 0 395500 Domino's Pizza Inc. COM 25754A201 72492 260500 SH SOLE 180725 0 79775 Elanco Animal Health Inco COM 28414H103 60703 1795935 SH SOLE 1290390 0 505545 Elastic NV ORD SHS N14506104 56891 762000 SH SOLE 585950 0 176050 EMCOR Group Inc COM 29084Q100 88408 1003500 SH SOLE 1003500 0 0 Encompass Health Corporat COM 29261A100 56838 897072 SH SOLE 897072 0 0 Entegris Inc. COM 29362U104 101779 2727200 SH SOLE 2115500 0 611700 Envestnet Inc. COM 29404K106 42442 620765 SH SOLE 620765 0 0 ETSY Inc COM 29786A106 19780 322300 SH SOLE 322300 0 0 Evercore Partners Inc CL CLASS A 29977A105 21921 247500 SH SOLE 247500 0 0 Evo Payments Inc Class A CL A COM 26927E104 77637 2462320 SH SOLE 2462320 0 0 Exela Technologies Inc COM 30162V102 6265 2860594 SH SOLE 2860594 0 0 Exlservice Holdings Inc COM 302081104 68051 1029056 SH SOLE 1029056 0 0 Exponent Inc. COM 30214U102 43960 750945 SH SOLE 750945 0 0 Facebook Inc CL A 30303M102 13453 69705 SH SOLE 66745 0 2960 Five Below Inc COM 33829M101 66875 557200 SH SOLE 441950 0 115250 Fleetcor Technologies Inc COM 339041105 135948 484060 SH SOLE 351690 0 132370 Floor & Decor Holdings In CL A 339750101 30056 717325 SH SOLE 717325 0 0 Focus Financial Partners COM CL A 34417P100 52726 1930645 SH SOLE 1930645 0 0 Gartner Inc COM 366651107 168684 1048120 SH SOLE 774225 0 273895 Global Payments Inc COM 37940X102 299479 1870225 SH SOLE 1305680 0 564545 Grand Canyon Education In COM 38526M106 86443 738700 SH SOLE 601300 0 137400 Greenlane Holdings Inc CL A 395330103 13042 1360000 SH SOLE 1360000 0 0 Guidewire Software Inc COM 40171V100 14163 139700 SH SOLE 139700 0 0 Hamilton Lane Inc Class A CL A 407497106 77011 1349655 SH SOLE 1349655 0 0 Healthcare Services Group COM 421906108 36163 1192700 SH SOLE 1192700 0 0 Healthequity Inc COM 42226A107 18914 289200 SH SOLE 289200 0 0 Hexcel Corp. COM 428291108 121826 1506260 SH SOLE 1184610 0 321650 Hilton Grand Vacations In COM 43283X105 63167 1985147 SH SOLE 1985147 0 0 Houlihan Lokey Inc CL A 441593100 23778 533968 SH SOLE 533968 0 0 Hudson Ltd CL A COM CL A G46408103 40094 2907500 SH SOLE 2907500 0 0 Huya Inc Sponsored ADR Cl ADS REP SHS A 44852D108 25078 1014900 SH SOLE 201700 0 813200 i3 Verticals Inc CL A COM CL A 46571Y107 33773 1146800 SH SOLE 1146800 0 0 IAC/InterActiveCorp. COM 44919P508 61126 281000 SH SOLE 194250 0 86750 IHS Markit Ltd. SHS G47567105 90106 1414100 SH SOLE 979450 0 434650 Imax Corporation COM 45245E109 33086 1637944 SH SOLE 1637944 0 0 Immunomedics Inc. COM 452907108 31063 2239600 SH SOLE 2239600 0 0 Innovative Industrial Pro COM 45781V101 10997 89000 SH SOLE 89000 0 0 Inspire Medical Systems I COM 457730109 31130 513265 SH SOLE 513265 0 0 Instructure Inc COM 45781U103 59795 1406935 SH SOLE 1406935 0 0 Intercontinental Exchange COM 45866F104 6483 75435 SH SOLE 72235 0 3200 International Flavors & F COM 459506101 72647 500700 SH SOLE 346825 0 153875 Intuit Inc. COM 461202103 9472 36245 SH SOLE 34695 0 1550 iRhythm Technologies Inc COM 450056106 46722 590825 SH SOLE 590825 0 0 iRobot Corp. COM 462726100 11867 129500 SH SOLE 129500 0 0 iShares MSCI India ETF MSCI INDIA ETF 46429B598 14 400 SH SOLE 400 0 0 ITT Inc COM 45073V108 22741 347300 SH SOLE 347300 0 0 J2 Global Inc. COM 48123V102 103705 1166667 SH SOLE 1166667 0 0 Jack Henry and Associates COM 426281101 61516 459350 SH SOLE 459350 0 0 Kennedy-Wilson Holdings I COM 489398107 61877 3008133 SH SOLE 3008133 0 0 Knight Transportation Inc CL A 499049104 74484 2268084 SH SOLE 1781984 0 486100 L3 Technologies Inc COM 502413107 72350 295100 SH SOLE 204050 0 91050 Lam Research Corp. COM 512807108 70628 376000 SH SOLE 260075 0 115925 Lamb Weston Holdings Inc COM 513272104 63050 995100 SH SOLE 690000 0 305100 LHC Group COM 50187A107 66732 558050 SH SOLE 558050 0 0 Lincoln Electric Holdings COM 533900106 19222 233500 SH SOLE 233500 0 0 Littelfuse Inc. COM 537008104 44289 250345 SH SOLE 250345 0 0 Lululemon Athletica Inc COM 550021109 41863 232300 SH SOLE 160825 0 71475 Martin Marietta Materials COM 573284106 74487 323700 SH SOLE 224275 0 99425 Marvell Technology Group ORD G5876H105 119887 5022496 SH SOLE 3842196 0 1180300 Matador Resources Company COM 576485205 46258 2326855 SH SOLE 2326855 0 0 MGP Ingredients Inc. COM 55303J106 25659 386950 SH SOLE 386950 0 0 Microchip Technology Inc. COM 595017104 58089 670000 SH SOLE 464100 0 205900 Microsoft Corp. COM 594918104 20639 154070 SH SOLE 147535 0 6535 MKS Instruments Inc. COM 55306N104 79868 1025395 SH SOLE 1025395 0 0 Monolithic Power Systems COM 609839105 71821 528950 SH SOLE 410450 0 118500 Monro Inc. COM 610236101 47131 552529 SH SOLE 552529 0 0 MorphoSys AG ADR SPONSORED ADS 617760202 14436 598000 SH SOLE 598000 0 0 National Storage Affiliat COM SHS BEN IN 637870106 19885 687095 SH SOLE 687095 0 0 National Vision Holdings COM 63845R107 98494 3205140 SH SOLE 3205140 0 0 Netflix Inc. COM 64110L106 6516 17740 SH SOLE 16990 0 750 New Relic Inc COM 64829B100 27202 314435 SH SOLE 314435 0 0 NICE Ltd SPONSORED ADR 653656108 17557 128150 SH SOLE 128150 0 0 NLight Inc COM 65487K100 25265 1315910 SH SOLE 1315910 0 0 Nordson Corporation COM 655663102 61022 431830 SH SOLE 338580 0 93250 Novocure Ltd ORD SHS G6674U108 56276 890015 SH SOLE 890015 0 0 NVIDIA Corp. COM 67066G104 3052 18585 SH SOLE 17810 0 775 O'Reilly Automotive Inc COM 67103H107 160433 434400 SH SOLE 297825 0 136575 Ollie s Bargain Outlet Ho COM 681116109 45694 524560 SH SOLE 524560 0 0 OneSpaWorld Holdings Limi COM P73684113 36761 2371700 SH SOLE 2371700 0 0 PacWest Bancorp. COM 695263103 2767 71257 SH SOLE 71257 0 0 Parsons Corporation COM 70202L102 29488 800000 SH SOLE 800000 0 0 Patrick Industries Inc. COM 703343103 20429 415300 SH SOLE 415300 0 0 Paylocity Holding Corp COM 70438V106 138496 1476188 SH SOLE 1473778 0 2410 Paypal Inc COM 70450Y103 9386 82000 SH SOLE 78530 0 3470 Pegasystems Inc. COM 705573103 45188 634575 SH SOLE 634575 0 0 Performance Foods Group C COM 71377A103 23916 597450 SH SOLE 597450 0 0 Petiq Inc COM CL A 71639T106 39222 1190000 SH SOLE 1190000 0 0 Pinterest Inc Cl A CL A 72352L106 28899 1061700 SH SOLE 735800 0 325900 Pivotal Software Inc CLA COM CL A 72582H107 30722 2909300 SH SOLE 2207300 0 702000 Planet Fitness Inc Cla CL A 72703H101 24173 333700 SH SOLE 333700 0 0 PluralSight Inc Cl A COM CL A 72941B106 171013 5640285 SH SOLE 5210955 0 429330 Pool Corporation COM 73278L105 46107 241400 SH SOLE 166925 0 74475 Priority Technology Holdi COM 74275G107 17651 2248510 SH SOLE 2248510 0 0 Proassurance Corporation COM 74267C106 14855 411395 SH SOLE 411395 0 0 Progressive Corp. COM 743315103 275193 3442920 SH SOLE 2388825 0 1054095 Proto Labs Inc COM 743713109 41347 356380 SH SOLE 356380 0 0 PTC Inc COM 69370C100 48075 535600 SH SOLE 371675 0 163925 Q2 Holdings Inc COM 74736L109 123141 1612637 SH SOLE 1612637 0 0 Qualcomm Inc COM 747525103 1521 20000 SH SOLE 19150 0 850 RBC Bearings Inc COM 75524B104 41406 248224 SH SOLE 248224 0 0 RealPage Inc COM 75606N109 88102 1497068 SH SOLE 1497068 0 0 Renaissancere Holdings Lt COM G7496G103 152697 857798 SH SOLE 659298 0 198500 Rexnord Holdings Inc COM 76169B102 60442 2000067 SH SOLE 2000067 0 0 Rhythm Pharmaceuticals In COM 76243J105 12238 556290 SH SOLE 556290 0 0 Rockwell Automation Inc. COM 773903109 70873 432600 SH SOLE 299500 0 133100 Rosetta Stone Inc. COM 777780107 39162 1711615 SH SOLE 1711615 0 0 RPM International Inc COM 749685103 40369 660600 SH SOLE 660600 0 0 Ryanair Holdings plc - SP SPONSORED ADS 783513203 59413 926300 SH SOLE 642175 0 284125 SAGE Therapeutics Inc. COM 78667J108 93193 509000 SH SOLE 399400 0 109600 SailPoint Technologies Ho COM 78781P105 37855 1888970 SH SOLE 1888970 0 0 Salesforce.com Inc. COM 79466L302 6766 44590 SH SOLE 42700 0 1890 Sarepta Therapeutics Inc COM 803607100 190722 1255160 SH SOLE 997125 0 258035 SBA Communications Corp CL A 78410G104 149301 664030 SH SOLE 462140 0 201890 Scotts Miracle-Gro Co. CL A 810186106 18124 184000 SH SOLE 184000 0 0 Select Medical Holdings C COM 81619Q105 26747 1685400 SH SOLE 1685400 0 0 Shenandoah Telecommunicat COM 82312B106 33475 869040 SH SOLE 869040 0 0 Silk Road Medical Inc COM 82710M100 18781 387550 SH SOLE 387550 0 0 Smartsheet Inc Class A COM CL A 83200N103 47374 978800 SH SOLE 978800 0 0 Solaris Oilfield Infrastr COM CL A 83418M103 19753 1318605 SH SOLE 1318605 0 0 South Mountain Merger Cor UNIT 99/99/9999 838884203 5000 500000 SH SOLE 500000 0 0 Staar Surgical Co. COM PAR $0.01 852312305 29997 1021000 SH SOLE 1021000 0 0 STERIS Plc SHS USD G8473T100 60058 403400 SH SOLE 279500 0 123900 Strategic Ed Inc COM 86272C103 144402 811245 SH SOLE 811245 0 0 SVB Financial Group COM 78486Q101 124086 552500 SH SOLE 376725 0 175775 Tableau Software Inc. Cla CL A 87336U105 69463 418400 SH SOLE 289475 0 128925 Talend SA ADR ADS 874224207 22587 585300 SH SOLE 585300 0 0 Tandem Diabetes Care Inc. COM NEW 875372203 73345 1136777 SH SOLE 1132987 0 3790 The RealReal Inc COM 88339P101 6112 211500 SH SOLE 211500 0 0 The Walt Disney Company COM DISNEY 254687106 5696 40790 SH SOLE 39100 0 1690 Thunder Bridge Acquisitio SHS CLASS A G8857R100 23989 2300000 SH SOLE 2300000 0 0 Tractor Supply Company COM 892356106 72472 666100 SH SOLE 461525 0 204575 Transdigm Group Inc COM 893641100 45816 94700 SH SOLE 65750 0 28950 Transunion COM 89400J107 219064 2980055 SH SOLE 2332330 0 647725 Trinet Group Inc COM 896288107 122742 1810350 SH SOLE 1810350 0 0 Tufin Software Technologi SHS M8893U102 27764 1072366 SH SOLE 1072366 0 0 Tyler Technologies Inc. COM 902252105 123763 572923 SH SOLE 481798 0 91125 Ulta Salon Cosmetics & Fr COM 90384S303 65632 189200 SH SOLE 131025 0 58175 Under Armour Inc Class A CL A 904311107 15159 598000 SH SOLE 598000 0 0 USA Technologies Inc COM NO PAR 90328S500 13345 1796125 SH SOLE 1796125 0 0 VanEck Vectors India Smal INDIA SMALL CAP 92189F767 186 4900 SH SOLE 4900 0 0 Verisk Analytics Inc. Cl COM 92345Y106 90664 619035 SH SOLE 446685 0 172350 Vertex Pharmaceuticals In COM 92532F100 93559 510190 SH SOLE 362360 0 147830 Viad Corp. COM NEW 92552R406 40059 604750 SH SOLE 604750 0 0 Visa Inc. COM CL A 92826C839 13820 79630 SH SOLE 76250 0 3380 Wabco Holdings Inc COM 92927K102 1379 10400 SH SOLE 10400 0 0 WageWorks Inc COM 930427109 96972 1909283 SH SOLE 1909283 0 0 Waste Connections Inc. COM 94106B101 90380 945600 SH SOLE 668850 0 276750 Wex Inc COM 96208T104 144454 694157 SH SOLE 585157 0 109000 Willdan Group Inc. COM 96924N100 24253 651090 SH SOLE 651090 0 0 Williams Scotsman Corp COM 971375126 33288 2213300 SH SOLE 2213300 0 0 Wintrust Financial Corp. COM 97650W108 14632 200000 SH SOLE 200000 0 0 WisdomTree Investments In COM 97717P104 40409 6549308 SH SOLE 6549308 0 0 WNS Holdings Ltd ADR SPON ADR 92932M101 83775 1415110 SH SOLE 1415110 0 0 Woodward Inc. COM 980745103 14292 126300 SH SOLE 126300 0 0 Zendesk Inc. COM 98936J101 72782 817500 SH SOLE 643825 0 173675 Zynga Inc CL A 98986T108 96074 15672800 SH SOLE 12029800 0 3643000