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 Inc. | COM | 007903107 | 30,420 | 2,090,733 | SH | SOLE | 2,090,733 | 0 | 0 | ||
| Albemarle Corp. | COM | 012653101 | 18,598 | 176,051 | SH | SOLE | 176,051 | 0 | 0 | ||
| Alphabet Inc. | COM | 02079K305 | 19,242 | 22,696 | SH | SOLE | 22,696 | 0 | 0 | ||
| Amazon.com Inc. | COM | 023135106 | 22,304 | 25,159 | SH | SOLE | 25,159 | 0 | 0 | ||
| Ambarella Inc. | COM | G037AX101 | 8,775 | 160,400 | SH | SOLE | 160,400 | 0 | 0 | ||
| Applied Optoelectronics Inc. | COM | 03823U102 | 1,951 | 34,740 | SH | SOLE | 34,740 | 0 | 0 | ||
| Arista Networks Inc. | COM | 040413106 | 13,648 | 103,185 | SH | SOLE | 103,185 | 0 | 0 | ||
| Astec Industries Inc. | COM | 046224101 | 953 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| Atlassian Corp. PLC | COM | G06242104 | 14,340 | 478,809 | SH | SOLE | 478,809 | 0 | 0 | ||
| Axcelis Tech | COM | 054540208 | 599 | 31,862 | SH | SOLE | 31,862 | 0 | 0 | ||
| Axogen Inc. | COM | 05463X106 | 1,817 | 173,850 | SH | SOLE | 173,850 | 0 | 0 | ||
| BMC Stock Holdings Inc. | COM | 05591B109 | 11,353 | 502,342 | SH | SOLE | 502,342 | 0 | 0 | ||
| Black Knight Financial Service | COM | 09214X100 | 13,737 | 358,680 | SH | SOLE | 358,680 | 0 | 0 | ||
| Blackhawk Network Holdings | COM | 09238E104 | 3,451 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| Blackline Inc. | COM | 09239B109 | 5,307 | 178,340 | SH | SOLE | 178,340 | 0 | 0 | ||
| Boston Scientific Corp. | COM | 101137107 | 14,300 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| Bristol-Myers Squibb Co. | COM | 110122108 | 2,828 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| Broadcom Ltd. | COM | Y09827109 | 23,108 | 105,536 | SH | SOLE | 105,536 | 0 | 0 | ||
| Brooks Automation Inc. | COM | 114340102 | 448 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| CME Group Inc. | COM | 12572Q105 | 16,561 | 139,402 | SH | SOLE | 139,402 | 0 | 0 | ||
| Calavo Growers Inc. | COM | 128246105 | 2,552 | 42,114 | SH | SOLE | 42,114 | 0 | 0 | ||
| Callidus Software Inc. | COM | 13123E500 | 1,785 | 83,603 | SH | SOLE | 83,603 | 0 | 0 | ||
| Charter Communications Inc. | COM | 16119P108 | 16,380 | 50,043 | SH | SOLE | 50,043 | 0 | 0 | ||
| Ciena Corp. | COM | 171779309 | 14,313 | 606,245 | SH | SOLE | 606,245 | 0 | 0 | ||
| Cigna Corp. | COM | 125509109 | 14,945 | 102,024 | SH | SOLE | 102,024 | 0 | 0 | ||
| Costco Wholesale Corp. | COM | 22160K105 | 14,554 | 86,790 | SH | SOLE | 86,790 | 0 | 0 | ||
| Crawford & Company | COM | 224633206 | 923 | 113,360 | SH | SOLE | 113,360 | 0 | 0 | ||
| Cryolife Inc. | COM | 228903100 | 1,075 | 64,590 | SH | SOLE | 64,590 | 0 | 0 | ||
| Delta Air Lines Inc. | COM | 247361702 | 12,869 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| DexCom Inc. | COM | 252131107 | 2,916 | 34,411 | SH | SOLE | 34,411 | 0 | 0 | ||
| Dick's Sporting Goods Inc. | COM | 253393102 | 17,430 | 358,208 | SH | SOLE | 358,208 | 0 | 0 | ||
| Dollar Tree Inc. | COM | 256746108 | 12,122 | 154,500 | SH | SOLE | 154,500 | 0 | 0 | ||
| Dycom Industries Inc. | COM | 267475101 | 19,790 | 212,907 | SH | SOLE | 212,907 | 0 | 0 | ||
| EMCOR Group Inc. | COM | 29084Q100 | 3,357 | 53,330 | SH | SOLE | 53,330 | 0 | 0 | ||
| Ehealth Inc. | COM | 28238P109 | 1,442 | 119,745 | SH | SOLE | 119,745 | 0 | 0 | ||
| Elf Beauty | COM | 26856L103 | 1,203 | 41,769 | SH | SOLE | 41,769 | 0 | 0 | ||
| Eli Lilly & Co. | COM | 532457108 | 16,233 | 193,000 | SH | SOLE | 193,000 | 0 | 0 | ||
| Ethan Allen Interiors Inc. | COM | 297602104 | 7,323 | 238,912 | SH | SOLE | 238,912 | 0 | 0 | ||
| Evolent Health Inc. | COM | 30050B101 | 4,683 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| Exact Sciences Corp. | COM | 30063P105 | 4,257 | 180,235 | SH | SOLE | 180,235 | 0 | 0 | ||
| Expedia Inc. | COM | 30212P303 | 16,650 | 131,965 | SH | SOLE | 131,965 | 0 | 0 | ||
| Fabrinet | COM | G3323L100 | 1,282 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| Facebook Inc. | COM | 30303M102 | 24,296 | 171,040 | SH | SOLE | 171,040 | 0 | 0 | ||
| GMS Inc. | COM | 36251C103 | 9,513 | 271,501 | SH | SOLE | 271,501 | 0 | 0 | ||
| Global Payments Inc. | COM | 37940X102 | 16,839 | 208,717 | SH | SOLE | 208,717 | 0 | 0 | ||
| Green Dot Corp. | COM | 39304D102 | 1,778 | 53,287 | SH | SOLE | 53,287 | 0 | 0 | ||
| Health Insurance Innovations I | COM | 42225K106 | 2,181 | 136,339 | SH | SOLE | 136,339 | 0 | 0 | ||
| HomeStreet Inc. | COM | 43785V102 | 1,264 | 45,213 | SH | SOLE | 45,213 | 0 | 0 | ||
| Illumina Inc. | COM | 452327109 | 16,695 | 97,835 | SH | SOLE | 97,835 | 0 | 0 | ||
| Insteel Industries Inc. | COM | 45774W108 | 1,237 | 34,233 | SH | SOLE | 34,233 | 0 | 0 | ||
| Kosmos Energy Ltd. | COM | G5315B107 | 966 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| LendingTree Inc. | COM | 52603B107 | 10,169 | 81,126 | SH | SOLE | 81,126 | 0 | 0 | ||
| LogMeIn Inc. | COM | 54142L109 | 15,447 | 158,426 | SH | SOLE | 158,426 | 0 | 0 | ||
| MRC Global Inc. | COM | 55345K103 | 2,649 | 144,530 | SH | SOLE | 144,530 | 0 | 0 | ||
| MarineMax Inc. | COM | 567908108 | 1,259 | 58,131 | SH | SOLE | 58,131 | 0 | 0 | ||
| Martin Marietta Materials Inc. | COM | 573284106 | 10,182 | 46,652 | SH | SOLE | 46,652 | 0 | 0 | ||
| Mercury Systems Inc. | COM | 589378108 | 1,633 | 41,808 | SH | SOLE | 41,808 | 0 | 0 | ||
| Micron Technology Inc. | COM | 595112103 | 23,711 | 820,437 | SH | SOLE | 820,437 | 0 | 0 | ||
| Microsemi Corp. | COM | 595137100 | 14,570 | 282,752 | SH | SOLE | 282,752 | 0 | 0 | ||
| Microsoft Corp. | COM | 594918104 | 17,519 | 266,000 | SH | SOLE | 266,000 | 0 | 0 | ||
| NETGEAR Inc. | COM | 64111Q104 | 6,288 | 126,894 | SH | SOLE | 126,894 | 0 | 0 | ||
| NIKE Inc. CL B | COM | 654106103 | 14,161 | 254,100 | SH | SOLE | 254,100 | 0 | 0 | ||
| NMI Holdings Inc. | COM | 629209305 | 1,585 | 138,995 | SH | SOLE | 138,995 | 0 | 0 | ||
| NV5 Global Inc. | COM | 62945V109 | 1,499 | 39,880 | SH | SOLE | 39,880 | 0 | 0 | ||
| NVIDIA Corp. | COM | 67066G104 | 14,699 | 134,939 | SH | SOLE | 134,939 | 0 | 0 | ||
| Netflix Inc. | COM | 64110L106 | 20,118 | 136,110 | SH | SOLE | 136,110 | 0 | 0 | ||
| Nevro Corp. | COM | 64157F103 | 3,447 | 36,792 | SH | SOLE | 36,792 | 0 | 0 | ||
| O'Reilly Automotive Inc. | COM | 67103H107 | 10,958 | 40,609 | SH | SOLE | 40,609 | 0 | 0 | ||
| Oclaro Inc. | COM | 67555N206 | 6,636 | 675,757 | SH | SOLE | 675,757 | 0 | 0 | ||
| Ollie's Bargain Outlet Holding | COM | 681116109 | 9,238 | 275,747 | SH | SOLE | 275,747 | 0 | 0 | ||
| Oshkosh Corp. | COM | 688239201 | 12,689 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| PRA Health Sciences Inc. | COM | 69354M108 | 3,803 | 58,300 | SH | SOLE | 58,300 | 0 | 0 | ||
| Penumbra Inc. | COM | 70975L107 | 6,793 | 81,400 | SH | SOLE | 81,400 | 0 | 0 | ||
| Performance Food Group Co. | COM | 71377A103 | 11,705 | 491,820 | SH | SOLE | 491,820 | 0 | 0 | ||
| Pinnacle Foods Inc. | COM | 72348P104 | 14,162 | 244,719 | SH | SOLE | 244,719 | 0 | 0 | ||
| Pixelworks Inc. | COM | 72581M305 | 1,456 | 312,523 | SH | SOLE | 312,523 | 0 | 0 | ||
| Potlatch Corp. | COM | 737630103 | 9,053 | 198,100 | SH | SOLE | 198,100 | 0 | 0 | ||
| Qorvo Inc. | COM | 74736K101 | 8,641 | 126,029 | SH | SOLE | 126,029 | 0 | 0 | ||
| Radian Group, Inc. | COM | 750236101 | 14,344 | 798,639 | SH | SOLE | 798,639 | 0 | 0 | ||
| Salesforce.com Inc. | COM | 79466L302 | 14,848 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| ServiceNow Inc. | COM | 81762P102 | 12,699 | 145,183 | SH | SOLE | 145,183 | 0 | 0 | ||
| Shire PLC ADR | COM | 82481R106 | 14,133 | 81,119 | SH | SOLE | 81,119 | 0 | 0 | ||
| Snap Inc. | COM | 83304A106 | 10,705 | 475,160 | SH | SOLE | 475,160 | 0 | 0 | ||
| T-Mobile US Inc. | COM | 872590104 | 14,210 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| TTM Technologies Inc. | COM | 87305R109 | 1,354 | 83,968 | SH | SOLE | 83,968 | 0 | 0 | ||
| Teladoc Inc. | COM | 87918A105 | 404 | 16,143 | SH | SOLE | 16,143 | 0 | 0 | ||
| The Children's Place Inc. | COM | 168905107 | 10,758 | 89,610 | SH | SOLE | 89,610 | 0 | 0 | ||
| The Estee Lauder Cos. Inc. | COM | 518439104 | 11,131 | 131,274 | SH | SOLE | 131,274 | 0 | 0 | ||
| The Priceline Group Inc. | COM | 741503403 | 17,908 | 10,061 | SH | SOLE | 10,061 | 0 | 0 | ||
| The Trade Desk Inc. | COM | 88339J105 | 12,814 | 343,995 | SH | SOLE | 343,995 | 0 | 0 | ||
| The Walt Disney Co. | COM | 254687106 | 15,277 | 134,734 | SH | SOLE | 134,734 | 0 | 0 | ||
| Thermo Fisher Scientific Inc. | COM | 883556102 | 17,237 | 112,219 | SH | SOLE | 112,219 | 0 | 0 | ||
| Thor Industries Inc. | COM | 885160101 | 12,016 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Ulta Salon, Cosmetics & Fragra | COM | 90384S303 | 18,059 | 63,315 | SH | SOLE | 63,315 | 0 | 0 | ||
| United Rentals Inc. | COM | 911363109 | 15,006 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Universal Display Corp. | COM | 91347P105 | 5,090 | 59,118 | SH | SOLE | 59,118 | 0 | 0 | ||
| Vantiv Inc. | COM | 92210H105 | 7,484 | 116,724 | SH | SOLE | 116,724 | 0 | 0 | ||
| Vertex Pharmaceuticals Inc. | COM | 92532F100 | 15,856 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| Visa Inc. | COM | 92826C839 | 20,780 | 233,826 | SH | SOLE | 233,826 | 0 | 0 | ||
| Vocera Communications Inc. | COM | 92857F107 | 644 | 25,925 | SH | SOLE | 25,925 | 0 | 0 | ||
| Vulcan Materials Co. | COM | 929160109 | 14,672 | 121,782 | SH | SOLE | 121,782 | 0 | 0 | ||
| Waste Connections Inc. | COM | 94106B101 | 6,669 | 75,594 | SH | SOLE | 75,594 | 0 | 0 | ||
| Weatherford International PLC | COM | G48833100 | 5,320 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| Western Digital Corp. | COM | 958102105 | 5,984 | 72,511 | SH | SOLE | 72,511 | 0 | 0 | ||
| Yelp Inc. | COM | 985817105 | 12,281 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| Zoetis Inc. | COM | 98978V103 | 13,876 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||