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
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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
2U, Inc. COM 90214J101 3,530 70,993 SH   SOLE   67,443 0 3,550
ARRIS International, PLC COM G0551A103 41,643 1,362,217 SH   SOLE   1,362,217 0 0
Advanced Drainage Systems, Inc COM 00790R104 2,767 114,096 SH   SOLE   108,078 0 6,018
Akorn, Inc. COM 009728106 217 63,892 SH   SOLE   63,892 0 0
Akorn, Inc. OPTION 009728906 5,262 1,552,200 SH Call SOLE   0 0 0
Alphabet, Inc. - Class C COM 02079K107 15,671 15,132 SH   SOLE   14,343 0 789
Amazon.com, Inc. COM 023135106 11,807 7,861 SH   SOLE   7,451 0 410
Apple, Inc. COM 037833100 4,452 28,226 SH   SOLE   26,323 0 1,903
Apptio, Inc. COM 03835C108 53,808 1,417,492 SH   SOLE   1,417,492 0 0
Bank of America Corp. COM 060505104 14,201 576,353 SH   SOLE   546,333 0 30,020
Beneficial Bancorp, Inc. COM 08171T102 1,922 134,522 SH   SOLE   134,522 0 0
Blue Hills Bancorp, Inc. COM 095573101 4,651 217,953 SH   SOLE   217,953 0 0
Bojangles', Inc. COM 097488100 5,288 328,854 SH   SOLE   328,854 0 0
Canada Goose Holdings, Inc. COM 135086106 2,489 56,935 SH   SOLE   54,111 0 2,824
Charles Schwab Corp. COM 808513105 6,201 149,310 SH   SOLE   141,093 0 8,217
Citigroup Inc. COM 172967424 6,619 127,143 SH   SOLE   120,403 0 6,740
DowDuPont, Inc. COM 26078J100 409 7,650 SH   SOLE   7,650 0 0
Dun & Bradstreet Corp. COM 26483E100 66,934 468,920 SH   SOLE   468,920 0 0
EOG Resources, Inc. COM 26875P101 7,323 83,971 SH   SOLE   80,184 0 3,787
Electronic Arts, Inc. COM 285512109 3,426 43,414 SH   SOLE   41,289 0 2,125
EnLink Midstream Partners, L.P COM 29336U107 1,758 159,641 SH   SOLE   159,641 0 0
Esterline Technologies Corp. COM 297425100 67,265 553,850 SH   SOLE   553,850 0 0
FCB Financial Holdings, Inc. COM 30255G103 26,002 774,332 SH   SOLE   774,332 0 0
Facebook, Inc. - A COM 30303M102 5,689 43,400 SH   SOLE   41,030 0 2,370
Five Below COM 33829M101 3,821 37,340 SH   SOLE   35,421 0 1,919
Five9, Inc. COM 338307101 4,774 109,187 SH   SOLE   103,510 0 5,677
GCI Liberty, Inc.-Class A COM 36164V305 1,338 32,512 SH   SOLE   27,211 0 5,301
Guidewire Software, Inc. COM 40171V100 1,881 23,440 SH   SOLE   22,257 0 1,183
Humana, Inc. COM 444859102 12,819 44,747 SH   SOLE   42,185 0 2,562
Illumina, Inc. COM 452327109 5,423 18,081 SH   SOLE   17,199 0 882
Imperva, Inc. COM 45321L100 68,879 1,236,829 SH   SOLE   1,236,829 0 0
Integrated Devices Technology, COM 458118106 42,233 872,036 SH   SOLE   872,036 0 0
Intuitive Surgical, Inc. COM 46120E602 2,821 5,891 SH   SOLE   5,587 0 304
Investment Technology Group, I COM 46145F105 25,864 855,296 SH   SOLE   855,296 0 0
L-3 Technologies, Inc. COM 502413107 1,686 9,710 SH   SOLE   8,098 0 1,612
Las Vegas Sands Corp. COM 517834107 1,206 23,165 SH   SOLE   21,945 0 1,220
Lockheed Martin Corporation COM 539830109 4,310 16,460 SH   SOLE   15,990 0 470
MINDBODY, Inc. - CL A COM 60255W105 8,184 224,848 SH   SOLE   224,848 0 0
Martin Marietta Materials, Inc COM 573284106 3,935 22,895 SH   SOLE   22,895 0 0
Masimo Corp. COM 574795100 1,862 17,345 SH   SOLE   16,458 0 887
Mastercard Inc. - Class A COM 57636Q104 11,274 59,762 SH   SOLE   56,382 0 3,380
NXP Semiconductors NV COM N6596X109 2,309 31,516 SH   SOLE   29,603 0 1,913
Nike, Inc. Class B COM 654106103 1,284 17,320 SH   SOLE   16,485 0 835
Orbotech, Ltd. COM M75253100 92,915 1,643,349 SH   SOLE   1,643,349 0 0
Pandora Media, Inc. COM 698354107 11,335 1,401,058 SH   SOLE   1,401,058 0 0
PayPal Holdings, Inc. COM 70450Y103 4,061 48,290 SH   SOLE   46,930 0 1,360
Pioneer Natural Resources Comp COM 723787107 6,280 47,752 SH   SOLE   45,269 0 2,483
Proofpoint, Inc. COM 743424103 715 8,530 SH   SOLE   8,530 0 0
Q2 Holdings, Inc. COM 74736L109 1,145 23,100 SH   SOLE   21,900 0 1,200
Roper Technologies, Inc. COM 776696106 1,946 7,301 SH   SOLE   6,922 0 379
Salesforce.com, Inc. COM 79466L302 12,302 89,812 SH   SOLE   85,111 0 4,701
Spotify Technology S.A. COM L8681T102 4,961 43,707 SH   SOLE   41,540 0 2,167
Square, Inc. COM 852234103 4,850 86,463 SH   SOLE   82,110 0 4,353
State Bank Financial Corp. COM 856190103 6,775 313,815 SH   SOLE   313,815 0 0
Take-Two Interactive Software, COM 874054109 5,522 53,647 SH   SOLE   50,907 0 2,740
Tandem Diabetes Care, Inc. COM 875372203 812 21,385 SH   SOLE   21,385 0 0
Tesaro, Inc. COM 881569107 54,561 734,830 SH   SOLE   734,830 0 0
The Navigators Group, Inc. COM 638904102 16,756 241,125 SH   SOLE   241,125 0 0
Tribune Media Company COM 896047503 34,040 750,113 SH   SOLE   750,113 0 0
Tyler Technologies, Inc. COM 902252105 751 4,040 SH   SOLE   4,040 0 0
USG Corp. COM 903293405 66,328 1,554,812 SH   SOLE   1,554,812 0 0
Valero Energy, LP COM 91914J102 89,430 2,120,696 SH   SOLE   2,120,696 0 0
Vectren Corp. COM 92240G101 51,072 709,529 SH   SOLE   709,529 0 0
Vertex Pharmaceuticals COM 92532F100 5,408 32,637 SH   SOLE   30,895 0 1,742
Vulcan Materials Company COM 929160109 1,723 17,435 SH   SOLE   14,532 0 2,903
Walt Disney Company/The COM 254687106 4,976 45,383 SH   SOLE   43,014 0 2,369
athenahealth, Inc. COM 04685W103 62,252 471,858 SH   SOLE   471,858 0 0
lululemon athletica, Inc. COM 550021109 4,005 32,935 SH   SOLE   31,152 0 1,783