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
2U, Inc. COM 90214J101 5,245 62,413 SH   SOLE   59,023 0 3,390
Advanced Drainage Systems, Inc COM 00790R104 4,172 161,078 SH   SOLE   152,839 0 8,239
Akorn, Inc. COM 009728106 72,490 3,874,387 SH   SOLE   3,874,387 0 0
Almost Family, Inc. COM 020409108 2,883 51,486 SH   SOLE   51,486 0 0
Alphabet, Inc. - Class C COM 02079K107 15,040 14,577 SH   SOLE   13,757 0 820
Alta Mesa Resources, Inc. COM 02133L109 4,672 584,056 SH   SOLE   584,056 0 0
Altaba Inc. COM 021346101 5,594 75,555 SH   SOLE   71,600 0 3,955
AmTrust Financial Services, In COM 032359309 2,770 225,000 SH   SOLE   225,000 0 0
Amazon.com, Inc. COM 023135106 12,256 8,468 SH   SOLE   7,956 0 512
Amplify Energy Corp. COM 032113102 605 59,502 SH   SOLE   59,502 0 0
Apple, Inc. COM 037833100 6,725 40,080 SH   SOLE   37,439 0 2,641
Archrock Partners, L.P. COM 03957U100 7,486 612,601 SH   SOLE   612,601 0 0
Archrock, Inc. COM 03957W106 3,052 348,797 SH   SOLE   348,797 0 0
Assured Guaranty, Ltd. COM G0585R106 3,798 104,925 SH   SOLE   104,925 0 0
Baidu, Inc. - Spon ADR COM 056752108 2,076 9,303 SH   SOLE   8,815 0 488
Bank of America Corp. COM 060505104 17,686 589,733 SH   SOLE   555,438 0 34,295
Blackhawk Network Holdings, In COM 09238E104 105,523 2,360,690 SH   SOLE   2,360,690 0 0
CBS Corp. - CL B COM 124857202 848 16,505 SH   SOLE   16,505 0 0
Callon Petroleum Co. COM 13123X102 3,309 249,901 SH   SOLE   249,901 0 0
Charles Schwab Corp. COM 808513105 5,840 111,835 SH   SOLE   105,445 0 6,390
Chicago Bridge & Iron Company COM 167250109 21,723 1,508,507 SH   SOLE   1,508,507 0 0
Citigroup Inc. COM 172967424 8,296 122,903 SH   SOLE   116,538 0 6,365
Cogentix Medical, Inc. COM 19243A104 991 257,360 SH   SOLE   257,360 0 0
CommerceHub, Inc. - Series C COM 20084V306 27,752 1,233,987 SH   SOLE   1,233,987 0 0
Commercehub, Inc. - Series A COM 20084V108 16,664 740,627 SH   SOLE   740,627 0 0
Concho Resources, Inc. COM 20605P101 4,286 28,509 SH   SOLE   27,206 0 1,303
Constellation Alpha Capital Co COM G2379F124 2,098 200,000 SH   SOLE   200,000 0 0
DST Systems, Inc COM 233326107 8,746 104,550 SH   SOLE   104,550 0 0
DowDuPont, Inc. COM 26078J100 3,262 51,195 SH   SOLE   48,435 0 2,760
Dynegy, Inc. COM 26817R108 98,514 7,286,552 SH   SOLE   7,286,552 0 0
EOG Resources, Inc. COM 26875P101 9,219 87,576 SH   SOLE   83,134 0 4,442
Earthstone Energy, Inc. COM 27032D304 2,267 224,021 SH   SOLE   224,021 0 0
Electronic Arts, Inc. COM 285512109 5,399 44,534 SH   SOLE   42,104 0 2,430
Facebook, Inc.-A COM 30303M102 8,699 54,440 SH   SOLE   51,195 0 3,245
Five9, Inc. COM 338307101 3,478 116,751 SH   SOLE   110,371 0 6,380
Fogo De Chao, Inc. COM 344177100 220 13,995 SH   SOLE   13,995 0 0
GCI Liberty, Inc. COM 36164V305 5,478 103,634 SH   SOLE   97,578 0 6,056
General Cable Corp. COM 369300108 89,216 3,014,040 SH   SOLE   3,014,040 0 0
Globalstar, Inc. COM 378973408 872 1,267,825 SH   SOLE   1,267,825 0 0
Harris Corp. COM 413875105 4,088 25,350 SH   SOLE   25,350 0 0
Healthcare Services Group, Inc COM 421906108 1,330 30,600 SH   SOLE   30,600 0 0
HighPoint Resources Corp. COM 43114K108 4,416 869,315 SH   SOLE   869,315 0 0
Humana, Inc. COM 444859102 13,577 50,504 SH   SOLE   47,369 0 3,135
IPG Photonics Corp. COM 44980X109 2,835 12,147 SH   SOLE   11,487 0 660
Illumina, Inc. COM 452327109 5,085 21,507 SH   SOLE   20,422 0 1,085
Incyte Corp. COM 45337C102 3,117 37,401 SH   SOLE   35,279 0 2,122
Intuitive Surgical, Inc. COM 46120E602 1,595 3,864 SH   SOLE   3,661 0 203
KapStone Paper and Packaging C COM 48562P103 35,228 1,026,762 SH   SOLE   1,026,762 0 0
Key Energy Services, Inc. COM 49309J103 800 68,229 SH   SOLE   68,229 0 0
L-3 Technologies, Inc. COM 502413107 3,625 17,430 SH   SOLE   16,544 0 886
Las Vegas Sands Corp. COM 517834107 2,795 38,870 SH   SOLE   36,819 0 2,051
Liberty Media Corp.-Liberty Fo COM 531229870 3,613 123,341 SH   SOLE   116,444 0 6,897
Lonestar Resources US, Inc. - COM 54240F103 1,601 368,855 SH   SOLE   368,855 0 0
MainSource Financial Group, In COM 56062Y102 7,248 178,302 SH   SOLE   178,302 0 0
Mastercard Inc. - Class A COM 57636Q104 11,339 64,734 SH   SOLE   60,869 0 3,865
Microsemi Corp. COM 595137100 56,926 879,574 SH   SOLE   879,574 0 0
MuleSoft, Inc. - A COM 625207105 43,269 983,830 SH   SOLE   983,830 0 0
NXP Semiconductors NV COM N6596X109 99,802 853,010 SH   SOLE   852,370 0 640
Netflix Inc. COM 64110L106 216 731 SH   SOLE   731 0 0
Nutrien, Ltd. COM 67077M108 4,155 87,913 SH   SOLE   85,569 0 2,344
Orbital ATK, Inc. COM 68557N103 69,111 521,162 SH   SOLE   521,162 0 0
PVH Corp. COM 693656100 6,323 41,757 SH   SOLE   39,477 0 2,280
Petroquest Energy Inc. COM 716748306 89 152,487 SH   SOLE   152,487 0 0
Pinnacle Entertainment, Inc. COM 72348Y105 39,470 1,309,105 SH   SOLE   1,309,105 0 0
Pioneer Natural Resources Comp COM 723787107 7,406 43,112 SH   SOLE   40,689 0 2,423
Ply Gem Holdings, Inc. COM 72941W100 15,184 702,952 SH   SOLE   702,952 0 0
Quidel Corp. COM 74838J101 3,942 76,080 SH   SOLE   72,160 0 3,920
RSP Permina, Inc. COM 74978Q105 14,064 300,000 SH   SOLE   300,000 0 0
Salesforce.com, Inc. COM 79466L302 9,888 85,022 SH   SOLE   80,071 0 4,951
Sandridge Energy, Inc. COM 80007P869 2,420 166,783 SH   SOLE   166,783 0 0
Schlumberger Ltd. COM 806857108 3,568 55,083 SH   SOLE   55,083 0 0
Snap. Inc. COM 83304A106 873 55,000 SH   SOLE   55,000 0 0
Sparton Corp. COM 847235108 6,034 346,574 SH   SOLE   346,574 0 0
Square, Inc. COM 852234103 9,857 200,343 SH   SOLE   189,285 0 11,058
Summit Materials, Inc. - CL A COM 86614U100 4,974 164,256 SH   SOLE   155,977 0 8,279
Take-Two Interactive Software, COM 874054109 1,947 19,910 SH   SOLE   18,865 0 1,045
Terra Nitrogen Company, LP COM 881005201 2,662 31,705 SH   SOLE   31,705 0 0
TiVo Corp. COM 88870P106 1,655 122,165 SH   SOLE   122,165 0 0
Time Warner, Inc. COM 887317303 17,024 180,000 SH   SOLE   180,000 0 0
Titan International, Inc. COM 88830M102 2,063 163,628 SH   SOLE   163,628 0 0
Tribune Media Company COM 896047503 58,117 1,434,630 SH   SOLE   1,434,630 0 0
Twitter, Inc. COM 90184L102 3,024 104,235 SH   SOLE   98,750 0 5,485
US Foods Holdings Corp. COM 912008109 1,317 40,200 SH   SOLE   40,200 0 0
Validus Holdings, LTD COM G9319H102 82,436 1,222,182 SH   SOLE   1,222,182 0 0
Vertex Pharmaceuticals COM 92532F100 4,349 26,684 SH   SOLE   25,335 0 1,349
Vulcan Materials Company COM 929160109 5,148 45,093 SH   SOLE   42,865 0 2,228
WABCO Holdings, Inc. COM 92927K102 4,997 37,328 SH   SOLE   35,383 0 1,945
Walt Disney Company/The COM 254687106 5,374 53,508 SH   SOLE   50,567 0 2,941
lululemon athletica, Inc. COM 550021109 4,179 46,893 SH   SOLE   44,398 0 2,495