The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
10X GENOMICS INC Common 88025U109 8,579 60,584 SH   SOLE   60,584 0 0
1LIFE HEALTHCARE INC Common 68269G107 19,635 449,832 SH   SOLE   449,753 0 79
ABBOTT LABORATORIES Common 002824100 11,005 100,512 SH   SOLE   97,721 0 2,791
ABBVIE INC Common 00287Y109 80,588 752,100 SH   SOLE   737,395 0 14,705
ABIOMED INC. Common 003654100 185,289 571,527 SH   SOLE   571,527 0 0
ACADIA PHARMACEUTICALS INC Common 004225108 127,868 2,391,842 SH   SOLE   1,806,801 0 585,041
ACCELERON PHARMA INC Common 00434H108 907 7,091 SH   SOLE   7,091 0 0
ACCENTURE PLC IRELAND SHARES C Common G1151C101 743 2,844 SH   SOLE   2,844 0 0
ACI WORLDWIDE INC Common 004498101 18,538 482,380 SH   SOLE   482,380 0 0
ACTIVISION BLIZZARD INC Common 00507V109 15,351 165,332 SH   SOLE   165,332 0 0
ADAPTIVE BIOTECHNOLOGIES Common 00650F109 2,728 46,138 SH   SOLE   46,138 0 0
ADOBE INC. Common 00724F101 821,074 1,641,754 SH   SOLE   1,560,300 0 81,454
ADVANCED MICRO DEVICES INC. Common 007903107 341,248 3,720,947 SH   SOLE   3,537,440 0 183,507
AERIE PHARMACEUTICALS INC Common 00771V108 12,685 938,927 SH   SOLE   745,083 0 193,844
AFFILIATED MANAGERS GROUP INC. Common 008252108 9,593 94,324 SH   SOLE   94,324 0 0
AGILENT TECHNOLOGIES INC Common 00846U101 588 4,963 SH   SOLE   4,963 0 0
AIR PRODUCTS & CHEMICALS INC Common 009158106 119,257 436,488 SH   SOLE   433,105 0 3,383
ALEXION PHARMACEUTICALS INC Common 015351109 21 134 SH   SOLE   134 0 0
ALIBABA GROUP HOLDING LTD ADR Common 01609W102 372,081 1,598,768 SH   SOLE   1,535,103 0 63,665
ALIGN TECHNOLOGY INC Common 016255101 160,886 301,070 SH   SOLE   293,665 0 7,405
ALLEGION PLC Common G0176J109 545 4,682 SH   SOLE   4,682 0 0
ALPHABET INC CL A Common 02079K305 7,591 4,331 SH   SOLE   4,331 0 0
ALPHABET INC CL C Common 02079K107 879,996 502,315 SH   SOLE   484,050 0 18,265
ALTAIR ENGINEERING INC A Common 021369103 10,206 175,424 SH   SOLE   129,466 0 45,958
ALTICE USA INC A Common 02156K103 357 9,430 SH   SOLE   4,937 0 4,493
ALTRIA GROUP INC. Common 02209S103 1,696 41,374 SH   SOLE   41,374 0 0
AMAZON COM INC. Common 023135106 1,938,000 595,039 SH   SOLE   569,657 0 25,382
AMERICOLD REALTY TRUST Common 03064D108 1,087 29,131 SH   SOLE   29,131 0 0
AMETEK INC Common 031100100 32,170 266,003 SH   SOLE   259,589 0 6,414
AMGEN INC Common 031162100 1,405 6,110 SH   SOLE   6,110 0 0
AMPHENOL CORP Common 032095101 20 153 SH   SOLE   153 0 0
ANAPLAN INC Common 03272L108 9,840 136,957 SH   SOLE   136,893 0 64
ANSYS INC Common 03662Q105 197,039 541,614 SH   SOLE   541,614 0 0
APELLIS PHARMACEUTICALS INC Common 03753U106 847 14,811 SH   SOLE   14,811 0 0
APOLLO GLOBAL MANAGEMENT Common 03768E105 15 301 SH   SOLE   301 0 0
APPIAN CORP Common 03782L101 180,395 1,112,933 SH   SOLE   1,112,933 0 0
APPLE INC. Common 037833100 1,799,274 13,559,983 SH   SOLE   12,981,078 0 578,905
APPLIED MATERIALS INC Common 038222105 127,569 1,478,200 SH   SOLE   1,327,006 0 151,194
APTIV PLC Common G6095L109 765 5,874 SH   SOLE   5,874 0 0
ARES MANAGEMENT CORP Common 03990B101 62 1,316 SH   SOLE   1,316 0 0
ARGENX SE ADR Common 04016X101 2,138 7,271 SH   SOLE   7,271 0 0
ARROWHEAD PHARMACEUTICALS Common 04280A100 2,710 35,321 SH   SOLE   35,321 0 0
ARVINAS INC Common 04335A105 849 9,999 SH   SOLE   9,999 0 0
ASML HOLDING NV - ADR Common N07059210 779 1,597 SH   SOLE   1,597 0 0
ASTRAZENECA PLC-SPONS ADR Common 046353108 3,446 68,938 SH   SOLE   68,938 0 0
AT&T INC. Common 00206R102 1,377 47,876 SH   SOLE   47,876 0 0
ATLASSIAN CORP PLC Common G06242104 4,714 20,155 SH   SOLE   20,155 0 0
ATRICURE INC Common 04963C209 159,245 2,860,522 SH   SOLE   2,860,522 0 0
AURINIA PHARMACEUTICALS INC Common 05156V102 5,204 376,302 SH   SOLE   376,302 0 0
AUTODESK INC. Common 052769106 44,200 144,756 SH   SOLE   143,484 0 1,272
AVALARA INC Common 05338G106 328,665 1,993,240 SH   SOLE   1,873,455 0 119,785
AXOS FINANCIAL INC Common 05465C100 17,227 459,016 SH   SOLE   350,981 0 108,035
AXSOME THERAPEUTICS INC Common 05464T104 1,195 14,670 SH   SOLE   14,670 0 0
BALCHEM CORP. Common 057665200 13,666 118,607 SH   SOLE   118,607 0 0
BALL CORP Common 058498106 110,023 1,180,760 SH   SOLE   1,169,173 0 11,587
BANDWIDTH INC Common 05988J103 108,251 704,439 SH   SOLE   704,311 0 128
BANK OF AMERICA CORP Common 060505104 30,472 1,005,340 SH   SOLE   1,000,337 0 5,003
BED BATH & BEYOND INC Common 075896100 4,685 263,770 SH   SOLE   263,770 0 0
BEIGENE LTD ADR Common 07725L102 1,109 4,293 SH   SOLE   4,293 0 0
BENEFITFOCUS INC Common 08180D106 9,071 626,446 SH   SOLE   626,446 0 0
BERKELEY LIGHTS INC Common 084310101 68,825 769,769 SH   SOLE   769,769 0 0
BEST BUY COMPANY INC. Common 086516101 863 8,652 SH   SOLE   8,652 0 0
BIGCOMMERCE HOLDINGS INC Common 08975P108 4,864 75,820 SH   SOLE   75,820 0 0
BILL.COM HOLDINGS INC Common 090043100 46,162 338,184 SH   SOLE   309,439 0 28,745
BIODESIX INC Common 09075X108 2,841 140,934 SH   SOLE   140,934 0 0
BIOGEN INC Common 09062X103 969 3,959 SH   SOLE   3,959 0 0
BIOLIFE SOLUTIONS INC Common 09062W204 1,003 25,146 SH   SOLE   17,082 0 8,064
BIOMARIN PHARMACEUTICALS INC Common 09061G101 39,146 446,410 SH   SOLE   436,816 0 9,594
BIO-TECHNE CORP Common 09073M104 270,170 850,795 SH   SOLE   850,782 0 13
BJ'S WHOLESALE CLUB HOLDINGS Common 05550J101 8,509 228,256 SH   SOLE   228,256 0 0
BLACKBAUD INC Common 09227Q100 7,420 128,916 SH   SOLE   128,916 0 0
BLACKLINE INC Common 09239B109 221,571 1,661,199 SH   SOLE   1,661,199 0 0
BLACKROCK INC. Common 09247X101 3,890 5,391 SH   SOLE   5,391 0 0
BLACKSTONE GROUP INC Common 09260D107 2,239 34,544 SH   SOLE   34,544 0 0
BLACKSTONE MORTGAGE TRUST INC Common 09257W100 7,187 261,058 SH   SOLE   261,058 0 0
BOEING CO Common 097023105 7 35 SH   SOLE   35 0 0
BOOKING HOLDINGS INC Common 09857L108 165,531 74,320 SH   SOLE   71,567 0 2,753
BORGWARNER INC Common 099724106 39 1,016 SH   SOLE   1,016 0 0
BOSTON SCIENTIFIC CORP Common 101137107 13,930 387,481 SH   SOLE   375,261 0 12,220
BRIGHT HORIZONS FAMILY SOLUTIO Common 109194100 707 4,085 SH   SOLE   3,728 0 357
BRISTOL MYERS SQUIBB CO Common 110122108 3,294 53,105 SH   SOLE   53,105 0 0
BROADCOM LTD Common 11135F101 3,946 9,013 SH   SOLE   9,013 0 0
BURLINGTON STORES INC Common 122017106 24,743 94,600 SH   SOLE   94,580 0 20
C3.AI INC Common 12468P104 702 5,059 SH   SOLE   5,059 0 0
CADENCE DESIGN SYSTEM INC Common 127387108 94,875 695,413 SH   SOLE   694,168 0 1,245
CANADA GOOSE HOLDINGS INC Common 135086106 8,418 282,779 SH   SOLE   217,122 0 65,657
CANTEL MEDICAL CORP Common 138098108 273,671 3,470,340 SH   SOLE   3,470,262 0 78
CAREDX INC Common 14167L103 387,894 5,353,953 SH   SOLE   5,353,953 0 0
CARLYLE GROUP INC Common 14316J108 1,114 35,417 SH   SOLE   35,417 0 0
CARMAX INC Common 143130102 21 227 SH   SOLE   227 0 0
CARRIER GLOBAL CORP Common 14448C104 21 551 SH   SOLE   551 0 0
CARVANA CO Common 146869102 3,413 14,248 SH   SOLE   14,248 0 0
CASELLA WASTE SYSTEMS Common 147448104 116,206 1,875,810 SH   SOLE   1,390,224 0 485,586
CASTLE BIOSCIENCES INC Common 14843C105 1,466 21,839 SH   SOLE   21,839 0 0
CATALENT INC Common 148806102 1,628 15,642 SH   SOLE   15,642 0 0
CERENCE INC Common 156727109 79,658 792,772 SH   SOLE   585,154 0 207,618
CERIDIAN HCM HOLDING INC Common 15677J108 7,418 69,611 SH   SOLE   53,764 0 15,847
CHARLES SCHWAB CORP Common 808513105 4 71 SH   SOLE   71 0 0
CHEFS' WAREHOUSE INC Common 163086101 4,510 175,538 SH   SOLE   175,538 0 0
CHEGG INC Common 163092109 498,947 5,523,601 SH   SOLE   4,992,541 0 531,060
CHEMOCENTRYX INC Common 16383L106 1,439 23,235 SH   SOLE   23,235 0 0
CHENIERE ENERGY PARTNERS LP Common 16411Q101 931 26,416 SH   SOLE   26,416 0 0
CHEVRONTEXACO CORP Common 166764100 1,986 23,512 SH   SOLE   23,512 0 0
CHEWY INC CLASS A Common 16679L109 9,232 102,706 SH   SOLE   102,655 0 51
CHIPOTLE MEXICAN GRILL-CL A Common 169656105 134,945 97,313 SH   SOLE   96,154 0 1,159
CIGNA CORP Common 125523100 25,185 120,979 SH   SOLE   87,015 0 33,964
CINTAS CORP. Common 172908105 151,764 429,366 SH   SOLE   411,204 0 18,162
CISCO SYSTEMS INC Common 17275R102 2,809 62,763 SH   SOLE   62,763 0 0
CLOROX CO. Common 189054109 16 79 SH   SOLE   79 0 0
CLOUDERA INC Common 18914U100 12,187 876,168 SH   SOLE   875,771 0 397
CLOUDFLARE INC CLASS A Common 18915M107 15,914 209,418 SH   SOLE   209,319 0 99
CME GROUP INC Common 12572Q105 218,654 1,201,066 SH   SOLE   1,135,703 0 65,363
COCA COLA CO. Common 191216100 2,610 47,597 SH   SOLE   47,597 0 0
COGNEX CORP. Common 192422103 213,310 2,656,913 SH   SOLE   2,656,913 0 0
COLFAX CORP Common 194014106 12,200 319,037 SH   SOLE   318,900 0 137
COMCAST CORP CL A Common 20030N101 2,970 56,683 SH   SOLE   56,683 0 0
CONSTELLATION PHARMACEUTICAL Common 210373106 1,319 45,811 SH   SOLE   45,811 0 0
COPART INC. Common 217204106 82,801 650,695 SH   SOLE   648,151 0 2,544
CORE LABORATORIES NV Common N22717107 62,674 2,364,146 SH   SOLE   1,762,107 0 602,039
COSTAR GROUP INC Common 22160N109 178,632 193,266 SH   SOLE   188,912 0 4,354
COUPA SOFTWARE INC Common 22266L106 184,296 543,790 SH   SOLE   543,526 0 264
CROWDSTRIKE HOLDINGS INC A Common 22788C105 37,013 174,736 SH   SOLE   174,701 0 35
CROWN CASTLE INTERNATIONAL COR Common 22822V101 35,276 221,596 SH   SOLE   204,870 0 16,726
CRYOPORT INC Common 229050307 262,655 5,985,749 SH   SOLE   5,985,749 0 0
CVS HEALTH CORP Common 126650100 2,043 29,907 SH   SOLE   29,907 0 0
CYRUSONE INC Common 23283R100 1,079 14,754 SH   SOLE   14,754 0 0
DANAHER CORP Common 235851102 547,422 2,464,311 SH   SOLE   2,353,357 0 110,954
DATADOG INC CLASS A Common 23804L103 168,817 1,714,924 SH   SOLE   1,714,924 0 0
DELL TECHNOLOGIES C Common 24703L202 84 1,152 SH   SOLE   1,152 0 0
DENALI THERAPEUTICS INC Common 24823R105 1,414 16,878 SH   SOLE   16,878 0 0
DEXCOM INC. Common 252131107 144,173 389,952 SH   SOLE   376,534 0 13,418
DIGITAL REALTY TRUST INC Common 253868103 17,119 122,707 SH   SOLE   122,707 0 0
DMY TECHNOLOGY GROUP CL A Common 233277102 56,840 3,231,356 SH   SOLE   3,228,686 0 2,670
DOCUSIGN INC Common 256163106 21,002 94,478 SH   SOLE   94,461 0 17
DOLBY LABORATORIES INC CL A Common 25659T107 8,501 87,526 SH   SOLE   87,526 0 0
DOLLAR GENERAL CORP. Common 256677105 60 285 SH   SOLE   285 0 0
DOLLAR TREE INC Common 256746108 20 185 SH   SOLE   185 0 0
DOW CHEMICAL CO Common 260557103 712 12,828 SH   SOLE   12,828 0 0
DRAFTKINGS INC A Common 26142R104 252,807 5,429,709 SH   SOLE   5,177,344 0 252,365
DYNATRACE INC Common 268150109 13,411 309,936 SH   SOLE   309,843 0 93
EARGO INC Common 270087109 19,044 424,907 SH   SOLE   307,716 0 117,191
EATON CORP PLC Common G29183103 1,703 14,179 SH   SOLE   14,179 0 0
EBIX INC Common 278715206 37,404 985,082 SH   SOLE   732,055 0 253,027
EDWARDS LIFESCIENCES CORP Common 28176E108 4,257 46,666 SH   SOLE   46,666 0 0
EHEALTH INC Common 28238P109 17,602 249,285 SH   SOLE   206,729 0 42,556
ELECTRONICS ARTS INC Common 285512109 573 3,991 SH   SOLE   3,991 0 0
ELI LILLY & CO Common 532457108 5,065 30,000 SH   SOLE   30,000 0 0
ENPHASE ENERGY INC Common 29355A107 9,705 55,310 SH   SOLE   55,284 0 26
ENTEGRIS INC Common 29362U104 24 254 SH   SOLE   254 0 0
EPAM SYSTEMS INC Common 29414B104 7,568 21,120 SH   SOLE   21,120 0 0
EQUIFAX INC Common 294429105 116 599 SH   SOLE   599 0 0
EQUINIX INC. Common 29444U700 1,120 1,568 SH   SOLE   1,568 0 0
ERIE INDEMNITY COMPANY CL A Common 29530P102 24 99 SH   SOLE   99 0 0
ETSY INC Common 29786A106 5,743 32,280 SH   SOLE   32,280 0 0
EVENTBRITE INC Common 29975E109 4,951 273,529 SH   SOLE   273,529 0 0
EVERBRIDGE INC Common 29978A104 319,681 2,144,501 SH   SOLE   1,957,838 0 186,663
EXACT SCIENCES CORP Common 30063P105 26,399 199,251 SH   SOLE   199,220 0 31
EXPEDITORS INTL OF WASHINGTON Common 302130109 19 197 SH   SOLE   197 0 0
EXTENDED STAY AMERICA INC UNIT Common 30224P200 2,781 187,792 SH   SOLE   187,792 0 0
EXXON MOBIL CORP Common 30231G102 7 165 SH   SOLE   165 0 0
FACEBOOK INC Common 30303M102 848,976 3,107,979 SH   SOLE   2,993,457 0 114,522
FACTSET RESEARCH SYSTEMS INC Common 303075105 32 96 SH   SOLE   96 0 0
FAIR ISAAC CORP Common 303250104 4,859 9,508 SH   SOLE   9,508 0 0
FARFETCH LTD CLASS A Common 30744W107 49,263 772,027 SH   SOLE   771,920 0 107
FASTENAL CO. Common 311900104 56 1,144 SH   SOLE   1,144 0 0
FATE THERAPEUTICS INC Common 31189P102 1,349 14,837 SH   SOLE   14,837 0 0
FERRARI N.V. Common N3167Y103 5,546 24,162 SH   SOLE   24,162 0 0
FIDELITY NATIONAL INFORMATION Common 31620M106 132,469 936,441 SH   SOLE   909,521 0 26,920
FIRSTSERVICE CORP Common 33767E202 169,845 1,241,918 SH   SOLE   923,116 0 318,802
FISERV INC. Common 337738108 281,988 2,476,617 SH   SOLE   2,351,569 0 125,048
FIVE BELOW Common 33829M101 8,362 47,787 SH   SOLE   47,787 0 0
FIVE9 INC Common 338307101 47,902 274,669 SH   SOLE   270,620 0 4,049
FIVERR INTERNATIONAL LTD Common M4R82T106 26,227 134,431 SH   SOLE   134,414 0 17
FLEX LTD Common Y2573F102 44,713 2,486,829 SH   SOLE   2,486,829 0 0
FLOOR & DECOR HOLDINGS INC A Common 339750101 93 1,006 SH   SOLE   1,006 0 0
FORTE BIOSCIENCE INC Common 34962G109 17,587 483,036 SH   SOLE   483,036 0 0
GARMIN LTD Common H2906T109 1,173 9,799 SH   SOLE   9,799 0 0
GENERAC HOLDINGS INC. Common 368736104 15,560 68,421 SH   SOLE   68,397 0 24
GENERAL DYNAMICS CORP Common 369550108 936 6,290 SH   SOLE   6,290 0 0
GENERAL ELECTRIC COMPANY Common 369604103 40,209 3,723,084 SH   SOLE   3,648,745 0 74,339
GENMAB A/S SP ADR Common 372303206 26,859 660,587 SH   SOLE   654,024 0 6,563
GILEAD SCIENCES INC Common 375558103 842 14,451 SH   SOLE   14,451 0 0
GLAUKOS CORPORATION Common 377322102 33,735 448,251 SH   SOLE   330,027 0 118,224
GLAXOSMITHKLINE PLC ADR Common 37733W105 1,079 29,332 SH   SOLE   29,332 0 0
GLOBANT SA Common L44385109 83,865 385,393 SH   SOLE   280,812 0 104,581
GOLDMAN SACHS GROUP INC Common 38141G104 2 8 SH   SOLE   8 0 0
GOOSEHEAD INSURANCE Common 38267D109 56,520 453,029 SH   SOLE   333,581 0 119,448
GRACO INC Common 384109104 21 296 SH   SOLE   296 0 0
GRIFOLS SA ADR Common 398438408 4,085 221,538 SH   SOLE   221,538 0 0
GROWGENERATION CORP Common 39986L109 10,584 263,156 SH   SOLE   263,036 0 120
GRUBHUB INC Common 400110102 21 278 SH   SOLE   278 0 0
GUARDANT HEALTH INC Common 40131M109 266,839 2,070,447 SH   SOLE   2,024,386 0 46,061
GUIDEWIRE SOFTWARE INC Common 40171V100 161,450 1,254,178 SH   SOLE   1,254,178 0 0
GW PHARMACEUTICALS ADR Common 36197T103 5 47 SH   SOLE   47 0 0
HALOZYME THERAPEUTICS INC Common 40637H109 3,006 70,372 SH   SOLE   70,372 0 0
HAMILTON LANE INC CLASS A Common 407497106 75,926 972,790 SH   SOLE   727,406 0 245,384
HARTFORD FINANCIAL SERVICES GR Common 416515104 752 15,349 SH   SOLE   15,349 0 0
HDFC BANK LTD ADR Common 40415F101 4,263 59,000 SH   SOLE   59,000 0 0
HEALTHEQUITY INC Common 42226A107 112,295 1,610,889 SH   SOLE   1,610,889 0 0
HEICO CORP Common 422806109 32,445 245,056 SH   SOLE   245,056 0 0
HEICO CORP CLASS A Common 422806208 71,602 611,665 SH   SOLE   611,616 0 49
HELIOS TECHNOLOGIES INC Common 42328H109 10,206 191,519 SH   SOLE   191,438 0 81
HESKA CORP Common 42805E306 174,453 1,197,758 SH   SOLE   1,197,758 0 0
HEXCEL CORP Common 428291108 16,505 340,384 SH   SOLE   340,384 0 0
HOME DEPOT INC Common 437076102 8,008 30,147 SH   SOLE   30,147 0 0
HONEYWELL INTERNATIONAL INC Common 438516106 5,708 26,838 SH   SOLE   26,838 0 0
HORIZON THERAPEUTICS PLC Common G46188101 55,528 759,096 SH   SOLE   745,793 0 13,303
HUBSPOT INC Common 443573100 38,876 98,062 SH   SOLE   98,062 0 0
HUMANA INC Common 444859102 63,223 154,101 SH   SOLE   153,884 0 217
HYDROFARM HOLDINGS GROUP INC Common 44888K209 14,930 283,954 SH   SOLE   283,954 0 0
IAA INC Common 449253103 6,006 92,424 SH   SOLE   92,424 0 0
IDEXX LABORATORIES CORP. Common 45168D104 9,800 19,606 SH   SOLE   19,606 0 0
ILLUMINA INC Common 452327109 2,896 7,826 SH   SOLE   7,826 0 0
IMPINJ INC Common 453204109 25,050 598,289 SH   SOLE   444,232 0 154,057
INMODE LTD Common M5425M103 2,494 52,532 SH   SOLE   52,532 0 0
INOGEN INC Common 45780L104 3,939 88,167 SH   SOLE   88,167 0 0
INSPIRE MEDICAL SYSTEMS INC Common 457730109 149,511 794,890 SH   SOLE   785,288 0 9,602
INSULET CORP Common 45784P101 273,078 1,068,255 SH   SOLE   1,068,255 0 0
INTELLIA THERAPEUTCS INC Common 45826J105 676 12,426 SH   SOLE   12,426 0 0
INTERCONTINENTAL EXCHANGE INC Common 45866F104 860 7,461 SH   SOLE   7,461 0 0
INTUIT INC. Common 461202103 255,973 673,879 SH   SOLE   643,954 0 29,925
INTUITIVE SURGICAL INC Common 46120E602 183,897 224,785 SH   SOLE   222,519 0 2,266
INVITAE CORP Common 46185L103 21,087 504,357 SH   SOLE   504,203 0 154
IOVANCE BIOTHERAPEUTICS INC Common 462260100 873 18,822 SH   SOLE   18,822 0 0
IRHYTHM TECHNOLOGIES INC Common 450056106 152,874 644,466 SH   SOLE   644,466 0 0
ISHARES RUSSELL 2000 GROWTH IN Mutual Funds 464287648 1,151 4,016 SH   SOLE   4,016 0 0
ISHARES RUSSELL MIDCAP GROWTH Mutual Funds 464287481 679 6,614 SH   SOLE   6,614 0 0
ISHARES TRUST RUSSELL 1000 GRO Mutual Funds 464287614 2,389 9,908 SH   SOLE   9,908 0 0
J P MORGAN CHASE & CO. Common 46625H100 42,186 331,988 SH   SOLE   322,595 0 9,393
JD.COM ADR Common 47215P106 6,774 77,060 SH   SOLE   77,060 0 0
JOHNSON & JOHNSON Common 478160104 3,920 24,908 SH   SOLE   24,908 0 0
JOHNSON CONTROLS INTERNATIONAL Common G51502105 967 20,761 SH   SOLE   20,761 0 0
KADMON HOLDINGS INC Common 48283N106 746 179,825 SH   SOLE   179,825 0 0
KANSAS CITY SOUTHERN INDS. INC Common 485170302 286 1,403 SH   SOLE   1,403 0 0
KEYSIGHT TECHNOLOGIES Common 49338L103 5,105 38,647 SH   SOLE   38,647 0 0
KLA CORPORATION Common 482480100 9,958 38,461 SH   SOLE   38,461 0 0
KRATOS DEFENSE & SECURITY SOLU Common 50077B207 52,758 1,923,376 SH   SOLE   1,403,116 0 520,260
KROGER CO. Common 501044101 377 11,878 SH   SOLE   11,878 0 0
L3HARRIS TECHNOLOGIES INC Common 502431109 4 19 SH   SOLE   19 0 0
LAM RESEARCH CORP. Common 512807108 223,457 473,156 SH   SOLE   446,382 0 26,774
LAMAR ADVERTISING CO CL A Common 512816109 1,335 16,046 SH   SOLE   16,046 0 0
LAS VEGAS SANDS CORP Common 517834107 140,526 2,357,822 SH   SOLE   2,187,996 0 169,826
LENDINGTREE INC Common 52603B107 16,771 61,256 SH   SOLE   43,339 0 17,917
LESLIE'S INC Common 527064109 432 15,559 SH   SOLE   15,559 0 0
LEVI STRAUSS & CO CLASS A Common 52736R102 483 24,042 SH   SOLE   24,042 0 0
LIBERTY MEDIA CORP- LIBERTY FO Common 531229854 6,533 153,368 SH   SOLE   31,840 0 121,528
LITHIA MOTORS INC CL A Common 536797103 130,308 445,238 SH   SOLE   428,157 0 17,081
LIVE NATION ENTERTAINMENT Common 538034109 90,673 1,233,977 SH   SOLE   1,214,649 0 19,328
LIVEPERSON INC Common 538146101 13,045 209,624 SH   SOLE   153,479 0 56,145
LOWES COMPANIES INC. Common 548661107 211,920 1,320,294 SH   SOLE   1,289,257 0 31,037
LULULEMON ATHLETICA INC Common 550021109 27,319 78,496 SH   SOLE   77,006 0 1,490
LUMENTUM HOLDINGS INC Common 55024U109 21 217 SH   SOLE   217 0 0
LYFT INC A Common 55087P104 31,324 637,574 SH   SOLE   636,526 0 1,048
MAGNOLIA OIL & GAS CORP Common 559663109 8,677 1,229,070 SH   SOLE   1,229,070 0 0
MANHATTAN ASSOCIATES INC Common 562750109 21,594 205,308 SH   SOLE   205,261 0 47
MARAVAI LIFESCIENCE HOLDINGS Common 56600D107 2,421 86,296 SH   SOLE   86,296 0 0
MARKETAXESS HOLDINGS INC. Common 57060D108 9,973 17,480 SH   SOLE   17,480 0 0
MASIMO CORPORATION Common 574795100 54,037 201,344 SH   SOLE   201,344 0 0
MASTERCARD INC Common 57636Q104 3,446 9,653 SH   SOLE   9,653 0 0
MCDONALDS CORP. Common 580135101 1,670 7,783 SH   SOLE   7,387 0 396
MEDALLIA INC Common 584021109 84,790 2,552,368 SH   SOLE   2,552,368 0 0
MEDTRONIC PLC Common G5960L103 20,425 174,367 SH   SOLE   172,120 0 2,247
MERCADOLIBRE INC Common 58733R102 205,766 122,829 SH   SOLE   118,907 0 3,922
MERCK & CO INC Common 58933Y105 2,228 27,241 SH   SOLE   27,241 0 0
MERCURY SYSTEMS INC Common 589378108 173,386 1,968,956 SH   SOLE   1,968,956 0 0
MESA LABORATORIES INC Common 59064R109 5,824 20,318 SH   SOLE   20,318 0 0
METTLER-TOLEDO INTERNATIONAL Common 592688105 19 17 SH   SOLE   17 0 0
MICROCHIP TECHNOLOGY INC. Common 595017104 15,330 111,001 SH   SOLE   81,814 0 29,187
MICRON TECHNOLOGY INC. Common 595112103 182,121 2,422,460 SH   SOLE   2,385,604 0 36,856
MICROSOFT CORP Common 594918104 1,800,327 8,094,266 SH   SOLE   7,760,765 0 333,501
MICROSTRATEGY INC CL-A Common 594972408 8,001 20,593 SH   SOLE   20,585 0 8
MIDDLEBY CORP Common 596278101 14,621 113,411 SH   SOLE   113,372 0 39
MIMECAST LTD Common G14838109 26,302 462,731 SH   SOLE   343,747 0 118,984
MIRATI THERAPEUTICS INC Common 60468T105 3,572 16,263 SH   SOLE   16,263 0 0
MODEL N INC Common 607525102 129,464 3,628,476 SH   SOLE   3,628,476 0 0
MONOLITHIC POWER SYSTEMS Common 609839105 227,124 620,169 SH   SOLE   620,169 0 0
MONSTER BEVERAGE CORP Common 61174X109 108 1,167 SH   SOLE   1,167 0 0
MOODYS CORP Common 615369105 54 186 SH   SOLE   186 0 0
MORGAN STANLEY Common 617446448 129,078 1,883,528 SH   SOLE   1,755,038 0 128,490
MSCI INC Common 55354G100 625 1,400 SH   SOLE   1,400 0 0
NANOSTRING TECHNOLOGIES INC Common 63009R109 169,453 2,533,689 SH   SOLE   2,533,689 0 0
NATERA INC Common 632307104 618,784 6,217,680 SH   SOLE   5,843,347 0 374,333
NEOGEN CORP Common 640491106 159,372 2,009,739 SH   SOLE   2,009,739 0 0
NEOGENOMICS INC Common 64049M209 108,229 2,010,205 SH   SOLE   1,570,255 0 439,950
NETFLIX COM INC Common 64110L106 221,922 410,412 SH   SOLE   397,155 0 13,257
NEVRO CORP Common 64157F103 369,848 2,136,612 SH   SOLE   1,898,428 0 238,184
NEW ORIENTAL EDUCATION & TECH. Common 647581107 1,208 6,500 SH   SOLE   6,500 0 0
NEWMONT CORP Common 651639106 426 7,105 SH   SOLE   7,105 0 0
NEXTERA ENERGY INC Common 65339F101 2,012 26,075 SH   SOLE   26,075 0 0
NIKE INC CL B Common 654106103 290,366 2,052,489 SH   SOLE   2,019,103 0 33,386
NOVANTA INC Common 67000B104 18,652 157,775 SH   SOLE   118,163 0 39,612
NOVARTIS AG ADR Common 66987V109 1,193 12,635 SH   SOLE   12,635 0 0
NVIDIA CORP. Common 67066G104 354,803 679,438 SH   SOLE   658,083 0 21,355
NVR INC Common 62944T105 16 4 SH   SOLE   4 0 0
NXP SEMICONDUCTORS NV Common N6596X109 332,029 2,088,100 SH   SOLE   1,974,711 0 113,389
O REILLY AUTOMOTIVE INC Common 67103H107 8 17 SH   SOLE   17 0 0
OCULAR THERAPEUTIX INC Common 67576A100 1,480 71,513 SH   SOLE   71,513 0 0
OKTA INC Common 679295105 7,395 29,083 SH   SOLE   29,083 0 0
OLD DOMINION FREIGHT LINE Common 679580100 5,550 28,434 SH   SOLE   28,434 0 0
OLLIES BARGAIN OUTLET HOLDINGS Common 681116109 124,696 1,524,960 SH   SOLE   1,132,976 0 391,984
ONEOK INC Common 682680103 599 15,600 SH   SOLE   15,600 0 0
OTIS WORLDWIDE CORP Common 68902V107 1 12 SH   SOLE   12 0 0
PACCAR INC Common 693718108 81,961 949,942 SH   SOLE   910,656 0 39,286
PALO ALTO NETWORKS INC Common 697435105 4,842 13,625 SH   SOLE   13,625 0 0
PAYCOM SOFTWARE INC Common 70432V102 213,552 472,200 SH   SOLE   472,200 0 0
PAYLOCITY HOLDING CORP Common 70438V106 178,475 866,764 SH   SOLE   663,440 0 203,324
PAYPAL HOLDINGS INC Common 70450Y103 590,820 2,522,714 SH   SOLE   2,376,610 0 146,104
PEGASYSTEMS INC. Common 705573103 43 322 SH   SOLE   322 0 0
PELOTON INTERACTIVE INC Common 70614W100 6,800 44,817 SH   SOLE   44,817 0 0
PENN NATIONAL GAMING INC. Common 707569109 43,440 502,953 SH   SOLE   502,875 0 78
PENUMBRA INC Common 70975L107 15 84 SH   SOLE   84 0 0
PEPSICO INC Common 713448108 4,312 29,078 SH   SOLE   28,498 0 580
PERKINELMER INC Common 714046109 65 452 SH   SOLE   452 0 0
PERSONALS INC Common 71535D106 5,105 139,440 SH   SOLE   139,440 0 0
PETIQ INC Common 71639T106 147,985 3,848,771 SH   SOLE   3,522,100 0 326,671
PFIZER INC Common 717081103 1,539 41,817 SH   SOLE   41,817 0 0
PHILIP MORRIS INTERNATIONAL Common 718172109 880 10,631 SH   SOLE   10,631 0 0
PHREESIA INC Common 71944F106 885 16,306 SH   SOLE   16,306 0 0
PINDUODUO INC ADR Common 722304102 12,178 68,540 SH   SOLE   68,512 0 28
PINTEREST INC CLASS A Common 72352L106 297,576 4,515,567 SH   SOLE   4,347,186 0 168,381
PIONEER NATURAL RESOURCES Common 723787107 3,288 28,868 SH   SOLE   28,868 0 0
PLANET FITNESS INC CLASS A Common 72703H101 82,128 1,057,942 SH   SOLE   808,083 0 249,859
PLURALSIGHT INC CLASS A Common 72941B106 427 20,355 SH   SOLE   20,355 0 0
POOL CORPORATION Common 73278L105 18,296 49,118 SH   SOLE   49,105 0 13
PRA HEALTH SCIENCES INC Common 69354M108 9,022 71,925 SH   SOLE   71,925 0 0
PROCTER & GAMBLE CO Common 742718109 4,545 32,662 SH   SOLE   32,662 0 0
PROGENITY INC Common 74319F107 2,592 488,138 SH   SOLE   488,138 0 0
PROGRESSIVE CORP OH Common 743315103 625 6,325 SH   SOLE   6,325 0 0
PROGYNY INC Common 74340E103 191,646 4,521,013 SH   SOLE   3,396,323 0 1,124,690
PROLOGIS Common 74340W103 728 7,305 SH   SOLE   7,305 0 0
PROOFPOINT INC Common 743424103 15,495 113,592 SH   SOLE   113,592 0 0
PROS HOLDINGS INC Common 74346Y103 121,134 2,385,942 SH   SOLE   2,385,942 0 0
PTC INC Common 69370C100 6,511 54,434 SH   SOLE   54,434 0 0
PUMA BIOTECHNOLOGY INC Common 74587V107 35,048 3,416,003 SH   SOLE   2,541,517 0 874,486
Q2 HOLDINGS INC Common 74736L109 165,276 1,306,223 SH   SOLE   1,306,223 0 0
QUALCOMM INC. Common 747525103 645,666 4,238,319 SH   SOLE   4,049,509 0 188,810
QUIDEL CORP Common 74838J101 267,066 1,486,592 SH   SOLE   1,486,558 0 34
RALPH LAUREN CORP Common 751212101 1,978 19,071 SH   SOLE   19,071 0 0
RAPID7 INC Common 753422104 36,561 405,508 SH   SOLE   307,760 0 97,748
RAYTHEON TECHNOLOGY CORP Common 75513E101 59,995 838,974 SH   SOLE   820,052 0 18,922
RBC BEARINGS INC Common 75524B104 152,252 850,381 SH   SOLE   850,381 0 0
REALPAGE INC Common 75606N109 23,453 268,829 SH   SOLE   268,829 0 0
REATA PHARMACEUTICALS INC A Common 75615P103 992 8,028 SH   SOLE   8,028 0 0
REPLIGEN CORP Common 759916109 251,191 1,310,814 SH   SOLE   1,310,814 0 0
RINGCENTRAL INC Common 76680R206 226,103 596,625 SH   SOLE   573,129 0 23,496
ROCKET PHARMACEUTICALS Common 77313F106 695 12,679 SH   SOLE   12,679 0 0
ROCKWELL AUTOMATION INC. Common 773903109 426 1,697 SH   SOLE   1,697 0 0
ROKU INC Common 77543R102 92,979 280,041 SH   SOLE   280,015 0 26
ROPER TECHNOLOGIES INC Common 776696106 63 147 SH   SOLE   147 0 0
ROYALTY PHARMA PLC Common G7709Q104 1,437 28,716 SH   SOLE   28,716 0 0
S&P GLOBAL INC Common 78409V104 175,891 535,062 SH   SOLE   503,032 0 32,030
SAGE THERAPEUTICS INC Common 78667J108 3,619 41,830 SH   SOLE   41,566 0 264
SAILPOINT TECHNOLOGIES HOLDING Common 78781P105 127,206 2,389,301 SH   SOLE   2,389,301 0 0
SALESFORCE.COM INC Common 79466L302 580,923 2,610,536 SH   SOLE   2,473,015 0 137,521
SAREPTA THERAPEUTICS INC Common 803607100 1,813 10,636 SH   SOLE   10,636 0 0
SBA COMMUNICATIONS CORP Common 78410G104 383 1,359 SH   SOLE   1,359 0 0
SCHOLAR ROCK HOLDING CORP Common 80706P103 2,499 51,488 SH   SOLE   51,488 0 0
SCHRODINGER INC Common 80810D103 1,844 23,290 SH   SOLE   23,290 0 0
SCOTTS MIRACLE GROW Common 810186106 3,256 16,352 SH   SOLE   16,352 0 0
SEAGEN INC. Common 81181C104 1,477 8,436 SH   SOLE   8,436 0 0
SEMPRA ENERGY Common 816851109 1,031 8,090 SH   SOLE   8,090 0 0
SERVICENOW INC Common 81762P102 75,960 138,001 SH   SOLE   134,474 0 3,527
SHAKE SHACK INC CLASS A Common 819047101 235,986 2,783,507 SH   SOLE   2,783,507 0 0
SHERWIN-WILLIAMS CO Common 824348106 274,855 373,998 SH   SOLE   348,468 0 25,530
SHOCKWAVE MEDICAL INC Common 82489T104 107,858 1,039,893 SH   SOLE   1,039,893 0 0
SHOPIFY INC - A Common 82509L107 161,380 142,568 SH   SOLE   140,893 0 1,675
SIGNATURE BANK Common 82669G104 90,664 670,147 SH   SOLE   507,203 0 162,944
SILK ROAD MEDICAL INC Common 82710M100 34,497 547,741 SH   SOLE   462,079 0 85,662
SIMON PROPERTY GROUP INC NEW Common 828806109 50,779 595,434 SH   SOLE   594,320 0 1,114
SITEONE LANDSCAPE SUPPLY INC Common 82982L103 97,389 613,937 SH   SOLE   475,800 0 138,137
SMARTSHEET INC CLASS A Common 83200N103 105,913 1,528,546 SH   SOLE   1,528,546 0 0
SNAP INC A Common 83304A106 9,040 180,552 SH   SOLE   180,552 0 0
SOLAREDGE TECHNOLOGIES INC Common 83417M104 29,662 92,950 SH   SOLE   92,950 0 0
SPORTSMAN'S WAREHOUSE HOLDINGS Common 84920Y106 4,096 233,393 SH   SOLE   233,393 0 0
SPS COMMERCE INC Common 78463M107 45,544 419,410 SH   SOLE   338,290 0 81,120
SQUARE INC A Common 852234103 30,718 141,143 SH   SOLE   139,963 0 1,180
STAAR SURGICAL CO NEW Common 852312305 2,517 31,766 SH   SOLE   31,766 0 0
STAMPS.COM INC Common 852857200 88,397 450,567 SH   SOLE   450,567 0 0
STARBUCKS CORP. Common 855244109 251,509 2,350,989 SH   SOLE   2,194,715 0 156,274
STEPSTONE GROUP INC Common 85914M107 79,343 1,993,533 SH   SOLE   1,474,654 0 518,879
STONECO LTD Common G85158106 1,116 13,294 SH   SOLE   13,294 0 0
SUNRUN INC Common 86771W105 15,903 229,223 SH   SOLE   229,223 0 0
SVB FINANCIAL GROUP Common 78486Q101 5,746 14,815 SH   SOLE   14,815 0 0
SYNOPSYS INC Common 871607107 67 257 SH   SOLE   257 0 0
SYSCO CORP. Common 871829107 115,720 1,558,312 SH   SOLE   1,520,958 0 37,354
T MOBILE US INC Common 872590104 653,584 4,846,748 SH   SOLE   4,637,300 0 209,448
TABULA RASA HEALTHCARE INC Common 873379101 43,339 1,011,654 SH   SOLE   726,157 0 285,497
TACTILE SYSTEMS TECHNOLOGY INC Common 87357P100 96,937 2,157,021 SH   SOLE   2,157,021 0 0
TAIWAN SEMICONDUCTOR ADR Common 874039100 298,237 2,735,120 SH   SOLE   2,642,582 0 92,538
TAKE-TWO INTERACTIVE SOFTWARE Common 874054109 13,423 64,601 SH   SOLE   64,601 0 0
TANDEM DIABETES CARE INC Common 875372203 126,867 1,325,951 SH   SOLE   1,325,951 0 0
TANGER FACTORY OUTLET CENTERS Common 875465106 1,515 152,061 SH   SOLE   152,061 0 0
TARGET CORP Common 87612E106 28,891 163,662 SH   SOLE   159,364 0 4,298
TCR2 THERAPEUTICS INC Common 87808K106 3,537 114,358 SH   SOLE   114,358 0 0
TELADOC INC Common 87918A105 54,703 273,569 SH   SOLE   273,569 0 0
TELEDYNE TECHNOLOGIES INC Common 879360105 31,506 80,377 SH   SOLE   80,377 0 0
TELOS CORPORATION Common 87969B101 11,165 338,530 SH   SOLE   338,385 0 145
TEMPUR-PEDIC INTERNATIONAL Common 88023U101 68 2,510 SH   SOLE   2,510 0 0
TESLA INC Common 88160R101 361,279 511,966 SH   SOLE   505,881 0 6,085
TETRA TECH INC. Common 88162G103 433 3,738 SH   SOLE   3,738 0 0
TEXAS INSTRUMENTS INC. Common 882508104 40 245 SH   SOLE   245 0 0
TG THERAPEUTICS INC Common 88322Q108 4,528 87,052 SH   SOLE   87,052 0 0
THE MAGNITE INC Common 55955D100 50,237 1,635,846 SH   SOLE   1,635,559 0 287
THE REALREAL INC Common 88339P101 4,471 228,804 SH   SOLE   228,804 0 0
THERMO FISHER SCIENTIFIC INC Common 883556102 51,022 109,542 SH   SOLE   109,542 0 0
TJX COMPANY INC Common 872540109 84,293 1,234,342 SH   SOLE   1,234,342 0 0
TOTAL SA ADR Common 89151E109 1,208 28,832 SH   SOLE   28,832 0 0
TRACTOR SUPPLY COMPANY Common 892356106 75 537 SH   SOLE   537 0 0
TRADE DESK INC CLASS A Common 88339J105 3,441 4,296 SH   SOLE   4,296 0 0
TRADEWEB MARKETS INC CLASS A Common 892672106 8,991 143,969 SH   SOLE   143,969 0 0
TRANSDIGM GROUP INC Common 893641100 293,449 474,185 SH   SOLE   448,887 0 25,298
TRANSUNION Common 89400J107 52,021 524,298 SH   SOLE   520,747 0 3,551
TREX COMPANY INC Common 89531P105 176,718 2,110,822 SH   SOLE   2,110,822 0 0
TRILLIUM THERAPEUTICS INC Common 89620X506 385 26,200 SH   SOLE   26,200 0 0
TRIMBLE INC Common 896239100 12,976 194,345 SH   SOLE   194,345 0 0
TURNING POINT THERAPEUTICS INC Common 90041T108 7,869 64,581 SH   SOLE   64,581 0 0
TWILIO INC A Common 90138F102 203,562 601,364 SH   SOLE   582,718 0 18,646
TWIST BIOSCIENCE CORP Common 90184D100 6,715 47,523 SH   SOLE   47,523 0 0
TYLER TECHNOLOGIES Common 902252105 146,742 336,163 SH   SOLE   336,163 0 0
UBER TECHNOLOGIES INC Common 90353T100 137,967 2,705,226 SH   SOLE   2,532,409 0 172,817
ULTA BEAUTY INC. Common 90384S303 13,470 46,908 SH   SOLE   46,908 0 0
ULTRAGENYX PHARMACEUTICAL INC Common 90400D108 26,201 189,273 SH   SOLE   140,735 0 48,538
UNIFIRST CORP Common 904708104 3,384 15,985 SH   SOLE   15,985 0 0
UNION PACIFIC CORP Common 907818108 206,452 991,509 SH   SOLE   958,472 0 33,037
UNITEDHEALTH GROUP INC Common 91324P102 317,147 904,378 SH   SOLE   876,526 0 27,852
UNIVERSAL DISPLAY CORP Common 91347P105 130,448 567,660 SH   SOLE   567,639 0 21
UPSTART HOLDINGS INC Common 91680M107 53,876 1,322,109 SH   SOLE   984,285 0 337,824
US FOODS HOLDING CORP Common 912008109 126,309 3,791,937 SH   SOLE   3,539,039 0 252,898
US PHYSICAL THERAPY INC Common 90337L108 29,878 248,463 SH   SOLE   178,917 0 69,546
VAIL RESORTS INC. Common 91879Q109 133,543 478,719 SH   SOLE   462,743 0 15,976
VEEVA SYSTEMS INC CLASS A Common 922475108 367,912 1,351,375 SH   SOLE   1,351,360 0 15
VERISIGN INC. Common 92343E102 6,321 29,209 SH   SOLE   29,209 0 0
VERISK ANALYTICS INC CLASS A Common 92345Y106 12,514 60,283 SH   SOLE   60,283 0 0
VERIZON COMMUNICATIONS Common 92343V104 3,426 58,316 SH   SOLE   58,316 0 0
VERTEX INC CLASS A Common 92538J106 72,655 2,084,792 SH   SOLE   1,632,531 0 452,261
VERTEX PHARMACEUTICALS INC Common 92532F100 133,319 564,097 SH   SOLE   545,754 0 18,343
VERTIV HOLDINGS CO Common 92537N108 61 3,259 SH   SOLE   3,259 0 0
VIACOMCBS INC CLASS B Common 92556H206 749 20,105 SH   SOLE   20,105 0 0
VIATRIS INC Common 92556V106 2,769 147,759 SH   SOLE   147,759 0 0
VISA INC CLASS A SHARES Common 92826C839 1,131,274 5,172,010 SH   SOLE   4,936,790 0 235,220
VOCERA COMMUNICATIONS INC Common 92857F107 18,499 445,432 SH   SOLE   445,432 0 0
WALMART INC Common 931142103 1,947 13,505 SH   SOLE   13,455 0 50
WALT DISNEY CO. Common 254687106 35,100 193,731 SH   SOLE   187,518 0 6,213
WASTE CONNECTIONS INC Common 94106B101 120,284 1,172,704 SH   SOLE   1,116,787 0 55,917
WASTE MANAGEMENT INC NEW Common 94106L109 20,269 171,877 SH   SOLE   160,603 0 11,274
WAYFAIR INC CL A Common 94419L101 19,139 84,759 SH   SOLE   84,759 0 0
WEBSTER FINANCIAL CORP. Common 947890109 5,828 138,268 SH   SOLE   138,268 0 0
WELLTOWER INC Common 95040Q104 1,286 19,904 SH   SOLE   19,904 0 0
WEST PHARMACEUTICAL SERVICES Common 955306105 2,864 10,108 SH   SOLE   10,108 0 0
WILLIAMS SONOMA INC. Common 969904101 7,098 69,701 SH   SOLE   69,701 0 0
WINGSTOP INC Common 974155103 230,853 1,741,627 SH   SOLE   1,693,367 0 48,260
WINNEBAGO INDUSTRIES Common 974637100 1,744 29,095 SH   SOLE   29,095 0 0
WIX.COM LTD Common M98068105 80 321 SH   SOLE   157 0 164
WORKDAY INC Common 98138H101 473 1,973 SH   SOLE   1,973 0 0
WW GRAINGER INC Common 384802104 20 48 SH   SOLE   48 0 0
XILINX INC Common 983919101 24 169 SH   SOLE   169 0 0
XPO LOGISTICS INC Common 983793100 190,049 1,594,370 SH   SOLE   1,483,663 0 110,707
XYLEM INC Common 98419M100 585 5,750 SH   SOLE   5,750 0 0
YATSEN HOLDINGS ADR Common 985194109 0 2 SH   SOLE   2 0 0
YUM CHINA HOLDINGS INC Common 98850P109 17 304 SH   SOLE   304 0 0
ZENDESK INC Common 98936J101 21 150 SH   SOLE   150 0 0
ZOETIS INC Common 98978V103 76,008 459,263 SH   SOLE   458,079 0 1,184
ZOOM VIDEO COMMUNICATIONS A Common 98980L101 1,496 4,435 SH   SOLE   4,435 0 0
ZSCALER INC Common 98980G102 26 129 SH   SOLE   129 0 0
ZYMEWORKS INC Common 98985W102 726 15,370 SH   SOLE   15,370 0 0