0000950123-21-001726.txt : 20210212 0000950123-21-001726.hdr.sgml : 20210212 20210212060617 ACCESSION NUMBER: 0000950123-21-001726 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210212 EFFECTIVENESS DATE: 20210212 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: 21622514 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 0001313816 XXXXXXXX 12-31-2020 12-31-2020 false TimesSquare Capital Management, LLC
7 Times Square 42nd Floor NEW YORK NY 10036
13F HOLDINGS REPORT 028-11092 028-10998 Guidestone Capital Management, LLC N
David Cielusniak Chief Compliance Officer (917) 342-7950 /S/ David Cielusniak New York NY 02-12-2021 0 226 12311659 false 1 028-10998 GuideStone Capital Management, LLC
INFORMATION TABLE 2 2539.xml INFORMATION TABLE FOR FORM 13F 1-800-FLOWERSCOM CL A 68243Q106 28439 1093800 SH SOLE 1 1093800 0 0 2U INC COM 90214J101 64995 1624470 SH SOLE 1 1618615 0 5855 ACCELERON PHARMA INC COM 00434H108 100811 787955 SH SOLE 1 785460 0 2495 ADAPTIVE BIOTECHNOLOGIES CORPORATION COM 00650F109 80894 1368063 SH SOLE 1 1368063 0 0 ADDUS HOMECARE COR COM 006739106 56194 479925 SH SOLE 1 479925 0 0 ADOBE INC COM 00724F101 632 1264 SH SOLE 184 0 1080 AFYA LTD CL A COM G01125106 17123 676800 SH SOLE 515800 0 161000 ALBANY INTERNATIONAL CORP. CL A 012348108 44569 607045 SH SOLE 1 607045 0 0 ALLEGRO MICROSYSTEMS INC COM 01749D105 28537 1070420 SH SOLE 1 1070420 0 0 ALTICE USA INCORPORATION CL A 02156K103 65209 1721929 SH SOLE 1321875 0 400054 AMAZON.COM, INC. COM 023135106 1557 478 SH SOLE 70 0 408 AMERISOURCEBERGEN CORPORATION COM 03073E105 75999 777400 SH SOLE 595625 0 181775 AMETEK INC COM 031100100 58765 485900 SH SOLE 372450 0 113450 AMPHENOL CORPORATION CL A 032095101 57042 436200 SH SOLE 334875 0 101325 APPLE INC. COM 037833100 926 6975 SH SOLE 1020 0 5955 APTARGROUP INC. COM 038336103 18617 136000 SH SOLE 136000 0 0 ARCUS BIOSCIENCES INC. COM 03969F109 21476 827270 SH SOLE 1 827270 0 0 ARGENX SE SPONSORED ADR 04016X101 9176 31200 SH SOLE 31200 0 0 ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 72249 433200 SH SOLE 332375 0 100825 ASGN INCORPORATED COM 00191U102 59365 710705 SH SOLE 1 710705 0 0 AT HOME GROUP INC COM 04650Y100 27673 1790000 SH SOLE 1 1790000 0 0 ATLASSIAN CORPORATION PLC CL A G06242104 40085 171400 SH SOLE 137775 0 33625 ATRICURE INC COM 04963C209 78330 1407044 SH SOLE 1 1407044 0 0 AVALARA INC COM 05338G106 116843 708610 SH SOLE 605575 0 103035 AVIENT CORP COM 05368V106 36506 906300 SH SOLE 1 906300 0 0 AXON ENTERPRISE INC COM 05464C101 62635 511181 SH SOLE 1 511181 0 0 AZEK COMPANY INC CL A CL A 05478C105 93997 2444655 SH SOLE 1 2444655 0 0 BANDWIDTH INC COM CL A 05988J103 81768 532100 SH SOLE 1 530510 0 1590 BENTLEY SYSTEMS INC COM CL B 08265T208 26125 644900 SH SOLE 644900 0 0 BILL COM HLDGS INC COM 090043100 96501 706966 SH SOLE 634826 0 72140 BIOLIFE SOLUTIONS COM NEW 09062W204 20587 516100 SH SOLE 1 516100 0 0 BJS WHSL CLUB HLDGS INC COM 05550J101 58975 1581955 SH SOLE 1 1581955 0 0 BLUEBIRD BIO INC COM 09609G100 8217 189900 SH SOLE 189900 0 0 BLUEPRINT MEDICINES CORPORATION COM 09627Y109 139672 1245405 SH SOLE 1 1134905 0 110500 BOOZ ALLEN HAMILTON INC CL A 099502106 138525 1588950 SH SOLE 1336975 0 251975 BOTTOMLINE TECHNOLOGIES (DE), INC COM 101388106 41426 785479 SH SOLE 1 785479 0 0 BRIDGEBIO PHARMA INC COM 10806X102 43147 606760 SH SOLE 1 606760 0 0 BRIGHT HORIZONS FAMILY SOLUTIONS INC COM 109194100 17126 99000 SH SOLE 99000 0 0 BROADRIDGE FINANCIAL SOLUTIONS INC. COM 11133T103 18399 120100 SH SOLE 120100 0 0 BROOKS AUTOMATION COM 114340102 30556 450340 SH SOLE 1 450340 0 0 BRUNSWICK CORPORATION COM 117043109 99935 1310800 SH SOLE 1096175 0 214625 BUILDERS FIRSTSOURCE, INC. COM 12008R107 38158 935025 SH SOLE 1 935025 0 0 BURLINGTON STORES INC. COM 122017106 101099 386537 SH SOLE 294762 0 91775 CALLAWAY GOLF CO COM 131193104 55016 2291380 SH SOLE 1 2291380 0 0 CARDLYTICS INC COM 14161W105 11913 83440 SH SOLE 1 83440 0 0 CARLISLE COMPANIES INCORPORATED COM 142339100 61941 396600 SH SOLE 304025 0 92575 CARMAX INC COM 143130102 53925 570875 SH SOLE 437775 0 133100 CASELLA WASTE SYSTEMS, INC. CL A 147448104 50563 816187 SH SOLE 1 816187 0 0 CATALENT INC COM 148806102 137945 1325500 SH SOLE 1097675 0 227825 CENTENE CORPORATION COM 15135B101 56097 934480 SH SOLE 714090 0 220390 CERTARA INC COM 15687V109 10116 300000 SH SOLE 1 300000 0 0 CHARLES RIVER LABORATORIES INTL, INC. COM 159864107 202149 809050 SH SOLE 672875 0 136175 CHEGG INC COM 163092109 29809 330000 SH SOLE 330000 0 0 CHEMED CORPORATION COM 16359R103 125882 236350 SH SOLE 192725 0 43625 CHEMOCENTRYX INC COM 16383L106 33009 533085 SH SOLE 1 528315 0 4770 CHINA INDEX HLDGS LTD SPNSRD ADS A 16954W101 483 245100 SH SOLE 135100 0 110000 CIIG MERGER CORP COM CL A 12559C103 34538 1228235 SH SOLE 1 1223340 0 4895 CINTAS CORPORATION COM 172908105 47611 134700 SH SOLE 103350 0 31350 CLEAN HARBORS, INC. COM 184496107 78463 1031050 SH SOLE 1 1031050 0 0 CMC MATLS INC COM 12571T100 28500 188367 SH SOLE 1 188367 0 0 COGENT COMMUNICATIONS HOLDINGS, INC. COM NEW 19239V302 11339 189400 SH SOLE 1 189400 0 0 COGNEX CORP COM 192422103 9963 124100 SH SOLE 124100 0 0 CONTEXTLOGIC INC COM CL A 21077C107 25246 1384100 SH SOLE 1055250 0 328850 COPART INC COM 217204106 83158 653500 SH SOLE 500625 0 152875 COSTAR GROUP INC COM 22160N109 132568 143428 SH SOLE 109216 0 34212 COUPA SOFTWARE INCORPORATED COM 22266L106 85473 252200 SH SOLE 197225 0 54975 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 10702 69900 SH SOLE 1 69900 0 0 CROWDSTRIKE HOLDINGS INC CL A 22788C105 193170 911955 SH SOLE 702685 0 209270 CURIOSITYSTREAM INC NEW COM CL A 23130Q107 35541 2547720 SH SOLE 1 2547720 0 0 CYBER-ARK SOFTWARE LIMITED SHS M2682V108 77579 480100 SH SOLE 419425 0 60675 DESPEGAR.COM, CORP ORD SHS G27358103 451 35200 SH SOLE 27100 0 8100 DISCOVER FINANCIAL SERVICES COM 254709108 61429 678550 SH SOLE 515060 0 163490 DOCUSIGN INC COM 256163106 261 1175 SH SOLE 170 0 1005 DOMINOS PIZZA INC COM 25754A201 46667 121700 SH SOLE 93275 0 28425 ELASTIC N V ORD SHS N14506104 97381 666400 SH SOLE 553825 0 112575 EMCOR GROUP INC COM 29084Q100 72840 796415 SH SOLE 1 796415 0 0 ENCOMPASS HEALTH CORPORATION COM 29261A100 120665 1459250 SH SOLE 1269750 0 189500 ENTEGRIS INC COM 29362U104 84222 876400 SH SOLE 724275 0 152125 ENVESTNET INC COM 29404K106 64987 789735 SH SOLE 1 789735 0 0 EVERCORE INC CLASS A 29977A105 58334 532050 SH SOLE 1 532050 0 0 EVO PAYMENTS INC CL A COM 26927E104 56922 2107455 SH SOLE 1 2107455 0 0 EXLSERVICE HLDGS I COM 302081104 56806 667290 SH SOLE 1 667290 0 0 EXPONENT INC COM 30214U102 33939 376973 SH SOLE 1 376973 0 0 FACEBOOK, INC. CL A 30303M102 1134 4153 SH SOLE 608 0 3545 FLEETCOR TECHNOLO COM 339041105 54539 199900 SH SOLE 158275 0 41625 FLOOR AND DECOR HOLDING INCORPORATION CL A 339750101 20520 221000 SH SOLE 221000 0 0 FMC CORPORATION COM NEW 302491303 57637 501500 SH SOLE 383775 0 117725 FOCUS FINANCIAL PARTNERS INC COM CL A 34417P100 43601 1002315 SH SOLE 1 1002315 0 0 GARTNER INCORPORATION COM 366651107 108561 677700 SH SOLE 566150 0 111550 GENPACT LIMITED SHS G3922B107 12669 306300 SH SOLE 248500 0 57800 GENTEX CORP COM 371901109 25210 743000 SH SOLE 743000 0 0 GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104 24427 837100 SH SOLE 837100 0 0 GLOBAL PAYMENTS COM 37940X102 90218 418802 SH SOLE 349297 0 69505 GREEN DOT CORP CL A 39304D102 41793 748984 SH SOLE 1 748984 0 0 GUARDANT HEALTH INC COM 40131M109 26652 206800 SH SOLE 158525 0 48275 HAMILTON LANE INC CL A 407497106 69222 886890 SH SOLE 1 886890 0 0 HEALTHEQUITY INC COM 42226A107 15057 216000 SH SOLE 1 216000 0 0 HILTON GRAND VACATIONS INC COM 43283X105 55869 1782109 SH SOLE 1 1782109 0 0 HOULIHAN LOKEY INCORPORATION CL A 441593100 29215 434555 SH SOLE 1 434555 0 0 HUBSPOT INC COM 443573100 89556 225900 SH SOLE 198925 0 26975 HUYA INC ADS REP SHS A 44852D108 34594 1735800 SH SOLE 1322900 0 412900 I3 VERTICALS INC COM CL A 46571Y107 46415 1398045 SH SOLE 1 1398045 0 0 IAC INTERACTIVECORP NEW COM 44891N109 91361 482500 SH SOLE 370025 0 112475 INNOVATIVE INDUSTRIAL PROPERTES INC COM 45781V101 60909 332600 SH SOLE 332600 0 0 INPHI CORP COM 45772F107 34357 214100 SH SOLE 214100 0 0 INSPIRE MEDICAL SYSTEMS INC COM 457730109 55720 296240 SH SOLE 1 296240 0 0 INTRA-CELLULAR THERAPIES INC COM 46116X101 28277 889200 SH SOLE 1 889200 0 0 INTUIT INC COM 461202103 597 1572 SH SOLE 232 0 1340 IQVIA HOLDINGS INC COM 46266C105 434 2420 SH SOLE 355 0 2065 ITT INC COM 45073V108 26680 346400 SH SOLE 346400 0 0 JACK HENRY & ASSOC COM 426281101 139830 863200 SH SOLE 781900 0 81300 JFROG LTD ORD SHS M6191J100 46849 745653 SH SOLE 1 745653 0 0 KENNEDY-WILSON HOLDINGS INC COM 489398107 58368 3262617 SH SOLE 1 3262617 0 0 KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 76573 579700 SH SOLE 443075 0 136625 KULICKE AND SOFFA INDUSTRIES, INC. COM 501242101 38794 1219560 SH SOLE 1 1219560 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 70013 370400 SH SOLE 283875 0 86525 LAM RESEARCH CORPORATION COM 512807108 76602 162200 SH SOLE 124275 0 37925 LAMB WESTON HOLDINGS INC COM 513272104 54488 692000 SH SOLE 529500 0 162500 LENDINGTREE INC COM 52603B107 91246 333269 SH SOLE 1 332534 0 735 LESLIES INC COM 527064109 65515 2360900 SH SOLE 1 2360900 0 0 LHC GROUP INC COM 50187A107 66982 314000 SH SOLE 1 314000 0 0 LIGHTSPEED POS INC SUB VTG SHS 53227R106 22187 315200 SH SOLE 315200 0 0 LITTELFUSE INC COM 537008104 86796 340830 SH SOLE 1 340830 0 0 LULULEMON ATHLETIC COM 550021109 71056 204165 SH SOLE 155795 0 48370 MALIBU BOATS INC COM CL A 56117J100 30433 487400 SH SOLE 1 487400 0 0 MARTIN MARIETTA MATERIALS INC COM 573284106 38918 137050 SH SOLE 105025 0 32025 MARVELL TECH GROUP ORD G5876H105 57186 1202900 SH SOLE 923250 0 279650 MCAFEE CORP COM CL A 579063108 41001 2456600 SH SOLE 1925625 0 530975 MEDALLIA INC COM 584021109 80572 2425395 SH SOLE 1 2425395 0 0 MERSANA THERAPEUTICS INC COM 59045L106 9582 360100 SH SOLE 1 360100 0 0 MICROCHIP TECHNOLOGY INCORPORATED COM 595017104 75187 544400 SH SOLE 417200 0 127200 MICROSOFT CORPORATION COM 594918104 1859 8360 SH SOLE 1225 0 7135 MKS INSTRUMENTS IN COM 55306N104 72433 481440 SH SOLE 1 481440 0 0 MONOLITHIC PWR SYS COM 609839105 79087 215950 SH SOLE 180550 0 35400 MORPHOSYS SPONSORED ADS 617760202 32835 1158619 SH SOLE 1 1158619 0 0 NANOSTRING TECHNOLOGIES INC. COM 63009R109 46949 701990 SH SOLE 1 696875 0 5115 NATIONAL VISION HOLDINGS INC COM 63845R107 106926 2360920 SH SOLE 1 2360920 0 0 NETFLIX, INC. COM 64110L106 453 838 SH SOLE 123 0 715 NEW FRONTIER HEALTH CORP ORD SHS G6461G106 516 60000 SH SOLE 46200 0 13800 NEW RELIC INC COM 64829B100 118416 1810635 SH SOLE 1 1681235 0 129400 NIC INC COM 62914B100 64655 2503080 SH SOLE 1 2503080 0 0 NICE LIMITED SPONSORED ADR 653656108 128174 452050 SH SOLE 386225 0 65825 NLIGHT INC COM 65487K100 30233 925980 SH SOLE 1 925980 0 0 NORDSON CORP COM 655663102 58637 291800 SH SOLE 224200 0 67600 NOVOCURE LTD ORD SHS G6674U108 12026 69500 SH SOLE 69500 0 0 NVIDIA CORP COM 67066G104 688 1318 SH SOLE 193 0 1125 OLLIES BARGAIN OUTLET HLDGS INC COM 681116109 18225 222880 SH SOLE 1 222880 0 0 ONESPAWORLD HOLDINGS LIMITED COM P73684113 19926 1965050 SH SOLE 1 1965050 0 0 ONTO INNOVATION INC COM 683344105 59504 1251396 SH SOLE 1 1251396 0 0 OREILLY AUTOMOTIVE, INC. COM 67103H107 97212 214800 SH SOLE 164500 0 50300 OUTSET MEDICAL COM 690145107 45126 793915 SH SOLE 1 786475 0 7440 PAYLOCITY HOLDING CORPORATION COM 70438V106 52402 254490 SH SOLE 241255 0 13235 PAYPAL HOLDINGS INCORPORATION COM 70450Y103 838 3580 SH SOLE 525 0 3055 PERFORMANCE FOOD GROUP COMPANY COM 71377A103 35898 754000 SH SOLE 754000 0 0 PHREESIA INC COM 71944F106 64928 1196600 SH SOLE 1 1196600 0 0 PINTEREST INC CL A 72352L106 133849 2031100 SH SOLE 1558025 0 473075 PJT PARTNERS INC COM CL A 69343T107 16435 218400 SH SOLE 218400 0 0 PLANET FITNESS INCORPORATION CL A 72703H101 61629 793880 SH SOLE 1 793880 0 0 POOL CORPORATION COM 73278L105 42871 115090 SH SOLE 88165 0 26925 PRA HEALTH SCIENCES INC COM 69354M108 77798 620200 SH SOLE 531100 0 89100 PRIORITY TECHNOLOGY HOLDINGS INC COM 74275G107 15418 2190010 SH SOLE 1 2190010 0 0 PROTO LABS INC COM 743713109 20249 132000 SH SOLE 1 132000 0 0 PTC THERAPEUTICS, INC. COM 69366J200 64196 1051868 SH SOLE 1 1051868 0 0 PULMONX CORPORATION COM 745848101 22183 321400 SH SOLE 1 321400 0 0 Q2 HOLDINGS INC COM 74736L109 133024 1051325 SH SOLE 1 1051325 0 0 QUALCOMM INCORPORATED COM 747525103 697 4575 SH SOLE 670 0 3905 QUOTIENT LTD. SHS G73268107 19760 3792671 SH SOLE 1 3792671 0 0 RENAISSANCERE HOLDINGS LTD. COM G7496G103 248891 1500970 SH SOLE 1246430 0 254540 REPAY HLDGS CORP COM CL A 76029L100 64767 2376760 SH SOLE 1 2376760 0 0 REXNORD CORP COM 76169B102 64210 1625978 SH SOLE 1 1625978 0 0 ROBERT HALF INTL COM 770323103 54533 872800 SH SOLE 669450 0 203350 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 80454 1607480 SH SOLE 1224420 0 383060 RPM INTERNATIONAL INC. COM 749685103 76500 842700 SH SOLE 711975 0 130725 RUSH STR INTERACTIVE INC COM 782011100 42367 1956900 SH SOLE 1956900 0 0 SAILPOINT TECHNOLOGIES HOLDINGS INC COM 78781P105 117543 2207795 SH SOLE 1 2207795 0 0 SBA COMMUNICATIONS CORPORATION CL A 78410G104 121859 431925 SH SOLE 330550 0 101375 SEAGEN INC COM 81181C104 67131 383300 SH SOLE 293700 0 89600 SELECTIVE INSURANCE GROUP INC. COM 816300107 42700 637506 SH SOLE 1 637506 0 0 SHENANDOAH TELECOM COM 82312B106 27590 637929 SH SOLE 1 637929 0 0 SHOCKWAVE MED INC COM 82489T104 32053 309030 SH SOLE 1 309030 0 0 SIGNATURE BANK COM 82669G104 35270 260700 SH SOLE 260700 0 0 SILK ROAD MEDICAL INC COM 82710M100 60379 958700 SH SOLE 1 958700 0 0 SIMPLY GOOD FOODS COMPANY COM 82900L102 41339 1318200 SH SOLE 1 1318200 0 0 SMARTSHEET INC COM CL A 83200N103 88698 1280095 SH SOLE 1 1280095 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 54538 170900 SH SOLE 142300 0 28600 SOUTH MTN MERGER CORP COM CL A 838884104 34541 2141400 SH SOLE 1 2141400 0 0 SOUTH MTN MERGER CORP WT EXP 062024 *W EXP 06/20/202 838884112 1005 235999 SH SOLE 235999 0 0 SQUARE INC CL A 852234103 246 1132 SH SOLE 167 0 965 SS&C TECH HLDGS COM 78467J100 74794 1028100 SH SOLE 806125 0 221975 STAAR SURGICAL CO COM PAR $0.01 852312305 34738 438500 SH SOLE 1 438500 0 0 STERIS PLC SHS USD G8473T100 51413 271250 SH SOLE 207800 0 63450 SUMO LOGIC INC COM 86646P103 11966 418695 SH SOLE 1 418695 0 0 SUNNOVA ENERGY INTL INC COM COM 86745K104 79367 1758630 SH SOLE 1 1758630 0 0 SVMK INC COM 78489X103 24605 963000 SH SOLE 963000 0 0 SYNOPSYS INC COM 871607107 75957 293000 SH SOLE 226800 0 66200 TALEND SA ADS 874224207 22928 598015 SH SOLE 1 598015 0 0 TANDEM DIABETES CARE INC COM NEW 875372203 61551 643300 SH SOLE 1 643300 0 0 TARSUS PHARMACEUTICALS INC COM 87650L103 19202 464600 SH SOLE 1 464600 0 0 TAYSHA GENE THERAPIES COM SHS 877619106 11264 424400 SH SOLE 1 424400 0 0 THE PROGRESSIVE CORPORATION COM 743315103 94094 951600 SH SOLE 729075 0 222525 THE SCOTTS MIRACLE-GRO COMPANY CL A 810186106 12526 62900 SH SOLE 62900 0 0 THE TORO COMPANY COM 891092108 16379 172700 SH SOLE 172700 0 0 TPG PACE BEN FIN CORP CL A COM G8990D125 40577 1568480 SH SOLE 1 1564400 0 4080 TPI COMPOSITES INC COM 87266J104 26654 505000 SH SOLE 1 505000 0 0 TRANSUNION COM 89400J107 156797 1580300 SH SOLE 1311535 0 268765 TREX COMPANY, INC. COM 89531P105 19825 236800 SH SOLE 236800 0 0 TRINET GROUP INC COM 896288107 77146 957145 SH SOLE 1 957145 0 0 TUFIN SOFTWARE TECHNOLOGIES LTD SHS M8893U102 15167 1215300 SH SOLE 1 1215300 0 0 TWILIO INC CL A 90138F102 186813 551884 SH SOLE 427804 0 124080 TYLER TECHNOLOGIES COM 902252105 22830 52300 SH SOLE 52300 0 0 UNITY SOFTWARE INC COM 91332U101 6845 44600 SH SOLE 39800 0 4800 VAIL RESORTS, INC. COM 91879Q109 16598 59500 SH SOLE 59500 0 0 VERISK ANALYTICS, INC. COM 92345Y106 83068 400155 SH SOLE 305580 0 94575 VERTEX INC CL A 92538J106 43994 1262392 SH SOLE 1 1262392 0 0 VERTEX PHARMACEUTICALS INCORPORATED COM 92532F100 593 2510 SH SOLE 880 0 1630 VISA INC COM CL A 92826C839 663 3030 SH SOLE 445 0 2585 VITAL FARMS INC COM 92847W103 18546 732760 SH SOLE 1 732760 0 0 VONAGE HOLDINGS CORPORATION COM 92886T201 58046 4508390 SH SOLE 1 4508390 0 0 WASTE CONNECTIONS INC COM 94106B101 114817 1119400 SH SOLE 857200 0 262200 WEX INC COM 96208T104 21413 105210 SH SOLE 105210 0 0 WILLSCOT MOBILE MINI HLDGS CORP COM CL A 971378104 48085 2075300 SH SOLE 1 2075300 0 0 WINGSTOP INC COM 974155103 37613 283765 SH SOLE 1 283765 0 0 WNS HOLDINGS LTD SPON ADR 92932M101 93711 1300633 SH SOLE 1 1300633 0 0 YETI HLDGS INC COM 98585X104 35738 521955 SH SOLE 1 521955 0 0 ZENDESK INC COM 98936J101 155153 1084075 SH SOLE 902400 0 181675 ZYNGA INC CL A 98986T108 167649 16985700 SH SOLE 14356900 0 2628800