The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
8X8 INC NEW | COM | 282914100 | 19,179 | 1,063,140 | SH | SOLE | 500,660 | 0 | 562,480 | ||
ABBOTT LABS | COM | 002824100 | 10,065 | 139,150 | SH | SOLE | 76,435 | 0 | 62,715 | ||
ACACIA COMMUNICATIONS INC | COM | 00401C108 | 19,483 | 512,720 | SH | SOLE | 246,720 | 0 | 266,000 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 56,298 | 1,292,713 | SH | SOLE | 829,161 | 0 | 463,552 | ||
ADOBE INC | COM | 00724F101 | 105,665 | 467,048 | SH | SOLE | 338,947 | 0 | 128,101 | ||
ADVANCED ENERGY INDS | COM | 007973100 | 7,428 | 173,030 | SH | SOLE | 82,735 | 0 | 90,295 | ||
ALARM COM HLDGS INC | COM | 011642105 | 11,505 | 221,813 | SH | SOLE | 106,366 | 0 | 115,447 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 69,092 | 599,549 | SH | SOLE | 488,559 | 0 | 110,990 | ||
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 503 | 3,350 | SH | SOLE | 3,350 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 19,718 | 270,443 | SH | SOLE | 208,193 | 0 | 62,250 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 202,321 | 195,364 | SH | SOLE | 151,530 | 0 | 43,834 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 163,192 | 156,171 | SH | SOLE | 123,067 | 0 | 33,104 | ||
AMAZON COM INC | COM | 023135106 | 304,314 | 202,610 | SH | SOLE | 156,851 | 0 | 45,759 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 23,374 | 1,209,205 | SH | SOLE | 572,745 | 0 | 636,460 | ||
AMETEK INC NEW | COM | 031100100 | 165,798 | 2,449,010 | SH | SOLE | 1,897,840 | 0 | 551,170 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 10,128 | 767,876 | SH | SOLE | 367,945 | 0 | 399,931 | ||
APPLE INC | COM | 037833100 | 319,608 | 2,026,170 | SH | SOLE | 1,571,155 | 0 | 455,015 | ||
APPLIED MATLS INC | COM | 038222105 | 86,655 | 2,646,762 | SH | SOLE | 1,910,868 | 0 | 735,894 | ||
APTIV PLC | SHS | G6095L109 | 360 | 5,852 | SH | SOLE | 5,852 | 0 | 0 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 4,647 | 113,415 | SH | SOLE | 62,600 | 0 | 50,815 | ||
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 33,776 | 539,120 | SH | SOLE | 263,930 | 0 | 275,190 | ||
AUTODESK INC | COM | 052769106 | 42,136 | 327,629 | SH | SOLE | 252,959 | 0 | 74,670 | ||
AVERY DENNISON CORP | COM | 053611109 | 91,832 | 1,022,285 | SH | SOLE | 777,390 | 0 | 244,895 | ||
BANK AMER CORP | COM | 060505104 | 90,089 | 3,656,200 | SH | SOLE | 2,869,501 | 0 | 786,699 | ||
BANK OF NT BUTTERFIELD&SON L | SHS NEW | G0772R208 | 19,044 | 607,475 | SH | SOLE | 291,765 | 0 | 315,710 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 35,783 | 752,851 | SH | SOLE | 378,491 | 0 | 374,360 | ||
BIO RAD LABS INC | CL A | 090572207 | 87,319 | 376,018 | SH | SOLE | 264,113 | 0 | 111,905 | ||
BIOGEN INC | COM | 09062X103 | 72,539 | 241,059 | SH | SOLE | 186,589 | 0 | 54,470 | ||
BLACK KNIGHT INC | COM | 09215C105 | 64,082 | 1,422,152 | SH | SOLE | 1,184,522 | 0 | 237,630 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 31,420 | 582,826 | SH | SOLE | 370,610 | 0 | 212,216 | ||
BOEING CO | COM | 097023105 | 199,478 | 618,535 | SH | SOLE | 529,481 | 0 | 89,054 | ||
BOYD GAMING CORP | COM | 103304101 | 391 | 18,820 | SH | SOLE | 18,820 | 0 | 0 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 25,341 | 227,373 | SH | SOLE | 129,373 | 0 | 98,000 | ||
BROADCOM INC | COM | 11135F101 | 79,734 | 313,567 | SH | SOLE | 224,641 | 0 | 88,926 | ||
BURLINGTON STORES INC | COM | 122017106 | 43,433 | 267,000 | SH | SOLE | 205,660 | 0 | 61,340 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 15,651 | 210,226 | SH | SOLE | 99,533 | 0 | 110,693 | ||
CATALENT INC | COM | 148806102 | 10,829 | 347,301 | SH | SOLE | 155,960 | 0 | 191,341 | ||
CELANESE CORP DEL | COM | 150870103 | 1,937 | 21,530 | SH | SOLE | 21,530 | 0 | 0 | ||
CELGENE CORP | COM | 151020104 | 73,249 | 1,142,913 | SH | SOLE | 897,513 | 0 | 245,400 | ||
CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 13,327 | 1,209,310 | SH | SOLE | 563,160 | 0 | 646,150 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 26,561 | 234,677 | SH | SOLE | 180,787 | 0 | 53,890 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 98,917 | 347,114 | SH | SOLE | 270,816 | 0 | 76,298 | ||
CHEMOURS CO | COM | 163851108 | 4,138 | 146,645 | SH | SOLE | 81,885 | 0 | 64,760 | ||
CME GROUP INC | COM CL A | 12572Q105 | 14,248 | 75,737 | SH | SOLE | 51,282 | 0 | 24,455 | ||
COMMVAULT SYSTEMS INC | COM | 204166102 | 8,868 | 150,071 | SH | SOLE | 72,450 | 0 | 77,621 | ||
CONAGRA BRANDS INC | COM | 205887102 | 77,492 | 3,627,915 | SH | SOLE | 2,671,749 | 0 | 956,166 | ||
COOPER COS INC | COM NEW | 216648402 | 159,935 | 628,427 | SH | SOLE | 486,493 | 0 | 141,934 | ||
CORREVIO PHARMA CORP | COM | 22026V105 | 11,797 | 4,737,804 | SH | SOLE | 2,345,685 | 0 | 2,392,119 | ||
COSTAR GROUP INC | COM | 22160N109 | 29,566 | 87,644 | SH | SOLE | 69,220 | 0 | 18,424 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 77,482 | 380,353 | SH | SOLE | 293,208 | 0 | 87,145 | ||
CRANE CO | COM | 224399105 | 32,868 | 455,361 | SH | SOLE | 350,831 | 0 | 104,530 | ||
CSX CORP | COM | 126408103 | 932 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 4,901 | 36,675 | SH | SOLE | 20,475 | 0 | 16,200 | ||
CYMABAY THERAPEUTICS INC | COM | 23257D103 | 8,470 | 1,076,215 | SH | SOLE | 515,975 | 0 | 560,240 | ||
DANAHER CORP DEL | COM | 235851102 | 3,952 | 38,322 | SH | SOLE | 34,385 | 0 | 3,937 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 26,271 | 589,565 | SH | SOLE | 282,905 | 0 | 306,660 | ||
DEXCOM INC | COM | 252131107 | 36,771 | 306,938 | SH | SOLE | 238,108 | 0 | 68,830 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 31,025 | 334,687 | SH | SOLE | 256,207 | 0 | 78,480 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 96,445 | 879,568 | SH | SOLE | 669,811 | 0 | 209,757 | ||
DOWDUPONT INC | COM | 26078J100 | 6,098 | 114,015 | SH | SOLE | 72,700 | 0 | 41,315 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 21,227 | 487,650 | SH | SOLE | 384,430 | 0 | 103,220 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 23,983 | 662,331 | SH | SOLE | 351,686 | 0 | 310,645 | ||
ENVESTNET INC | COM | 29404K106 | 20,544 | 417,650 | SH | SOLE | 320,920 | 0 | 96,730 | ||
EOG RES INC | COM | 26875P101 | 78,490 | 900,010 | SH | SOLE | 643,319 | 0 | 256,691 | ||
ESSENT GROUP LTD | COM | G3198U102 | 36,711 | 1,074,052 | SH | SOLE | 827,352 | 0 | 246,700 | ||
EVOLENT HEALTH INC | CL A | 30050B101 | 12,178 | 610,450 | SH | SOLE | 292,820 | 0 | 317,630 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 379 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 82,669 | 630,631 | SH | SOLE | 494,492 | 0 | 136,139 | ||
FAIR ISAAC CORP | COM | 303250104 | 25,047 | 133,940 | SH | SOLE | 60,280 | 0 | 73,660 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 14,168 | 1,104,305 | SH | SOLE | 529,865 | 0 | 574,440 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 76,524 | 746,207 | SH | SOLE | 559,982 | 0 | 186,225 | ||
FIFTH THIRD BANCORP | COM | 316773100 | 5,130 | 218,005 | SH | SOLE | 121,755 | 0 | 96,250 | ||
FIVE BELOW INC | COM | 33829M101 | 19,951 | 194,983 | SH | SOLE | 150,193 | 0 | 44,790 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 68,321 | 367,872 | SH | SOLE | 283,873 | 0 | 83,999 | ||
FLIR SYS INC | COM | 302445101 | 33,495 | 769,293 | SH | SOLE | 592,573 | 0 | 176,720 | ||
FLOWSERVE CORP | COM | 34354P105 | 49,011 | 1,289,072 | SH | SOLE | 808,652 | 0 | 480,420 | ||
FORTINET INC | COM | 34959E109 | 79,780 | 1,132,755 | SH | SOLE | 880,395 | 0 | 252,360 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 101,466 | 1,376,750 | SH | SOLE | 1,061,535 | 0 | 315,215 | ||
GARTNER INC | COM | 366651107 | 28,925 | 226,256 | SH | SOLE | 177,556 | 0 | 48,700 | ||
GLOBAL PMTS INC | COM | 37940X102 | 28,528 | 276,625 | SH | SOLE | 211,755 | 0 | 64,870 | ||
GODADDY INC | CL A | 380237107 | 41,932 | 639,010 | SH | SOLE | 505,840 | 0 | 133,170 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 31,604 | 486,885 | SH | SOLE | 374,740 | 0 | 112,145 | ||
GREEN DOT CORP | CL A | 39304D102 | 18,664 | 234,703 | SH | SOLE | 111,245 | 0 | 123,458 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 35,780 | 445,966 | SH | SOLE | 343,276 | 0 | 102,690 | ||
HAEMONETICS CORP | COM | 405024100 | 71,031 | 709,952 | SH | SOLE | 510,807 | 0 | 199,145 | ||
HAMILTON LANE INC | CL A | 407497106 | 13,236 | 357,732 | SH | SOLE | 171,773 | 0 | 185,959 | ||
HEICO CORP NEW | CL A | 422806208 | 30,535 | 484,683 | SH | SOLE | 263,096 | 0 | 221,587 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 6,295 | 49,754 | SH | SOLE | 26,952 | 0 | 22,802 | ||
HFF INC | CL A | 40418F108 | 17,968 | 541,847 | SH | SOLE | 260,202 | 0 | 281,645 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 58,401 | 813,378 | SH | SOLE | 628,858 | 0 | 184,520 | ||
HOME DEPOT INC | COM | 437076102 | 150,832 | 877,851 | SH | SOLE | 672,133 | 0 | 205,718 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 97,474 | 1,047,660 | SH | SOLE | 811,358 | 0 | 236,302 | ||
ICON PLC | SHS | G4705A100 | 90,192 | 698,029 | SH | SOLE | 440,260 | 0 | 257,769 | ||
IDEXX LABS INC | COM | 45168D104 | 45,842 | 246,438 | SH | SOLE | 197,813 | 0 | 48,625 | ||
IHS MARKIT LTD | SHS | G47567105 | 73,947 | 1,541,523 | SH | SOLE | 1,287,575 | 0 | 253,948 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 105,867 | 835,636 | SH | SOLE | 631,345 | 0 | 204,291 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 125,285 | 1,373,283 | SH | SOLE | 1,056,329 | 0 | 316,954 | ||
INGEVITY CORP | COM | 45688C107 | 29,437 | 351,744 | SH | SOLE | 166,334 | 0 | 185,410 | ||
INNOVATIVE INDL PPTYS INC | COM | 45781V101 | 640 | 14,100 | SH | SOLE | 14,100 | 0 | 0 | ||
INPHI CORP | COM | 45772F107 | 13,338 | 414,870 | SH | SOLE | 198,510 | 0 | 216,360 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 32,939 | 730,356 | SH | SOLE | 355,126 | 0 | 375,230 | ||
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 2,934 | 60,580 | SH | SOLE | 60,580 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 92,401 | 812,889 | SH | SOLE | 626,905 | 0 | 185,984 | ||
INTERSECT ENT INC | COM | 46071F103 | 19,327 | 685,856 | SH | SOLE | 339,001 | 0 | 346,855 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 33,165 | 612,351 | SH | SOLE | 307,051 | 0 | 305,300 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 20,460 | 1,974,879 | SH | SOLE | 947,600 | 0 | 1,027,279 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 750 | 6,595 | SH | SOLE | 1,205 | 0 | 5,390 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 2,325 | 17,762 | SH | SOLE | 17,762 | 0 | 0 | ||
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 934 | 5,560 | SH | SOLE | 5,560 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 323 | 2,415 | SH | SOLE | 2,415 | 0 | 0 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 5,976 | 113,403 | SH | SOLE | 113,403 | 0 | 0 | ||
JACK IN THE BOX INC | COM | 466367109 | 37,203 | 479,230 | SH | SOLE | 369,550 | 0 | 109,680 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 141,790 | 1,143,835 | SH | SOLE | 883,323 | 0 | 260,512 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 6,569 | 67,290 | SH | SOLE | 36,590 | 0 | 30,700 | ||
KEMPER CORP DEL | COM | 488401100 | 35,831 | 539,792 | SH | SOLE | 296,675 | 0 | 243,117 | ||
LAM RESEARCH CORP | COM | 512807108 | 62,009 | 455,381 | SH | SOLE | 381,376 | 0 | 74,005 | ||
LENNOX INTL INC | COM | 526107107 | 94,481 | 431,698 | SH | SOLE | 335,521 | 0 | 96,177 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 23,409 | 296,878 | SH | SOLE | 133,848 | 0 | 163,030 | ||
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 447 | 27,795 | SH | SOLE | 27,795 | 0 | 0 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 2,332 | 47,350 | SH | SOLE | 47,350 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 60,308 | 987,365 | SH | SOLE | 621,043 | 0 | 366,322 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 39,700 | 326,457 | SH | SOLE | 261,587 | 0 | 64,870 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 20,503 | 488,040 | SH | SOLE | 375,870 | 0 | 112,170 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 87,779 | 327,899 | SH | SOLE | 224,606 | 0 | 103,293 | ||
MARATHON PETE CORP | COM | 56585A102 | 176,021 | 2,982,907 | SH | SOLE | 2,317,050 | 0 | 665,857 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 86,050 | 792,647 | SH | SOLE | 619,347 | 0 | 173,300 | ||
MARTEN TRANS LTD | COM | 573075108 | 1,589 | 98,166 | SH | SOLE | 98,166 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 34,547 | 2,133,825 | SH | SOLE | 1,641,785 | 0 | 492,040 | ||
MASIMO CORP | COM | 574795100 | 22,035 | 205,222 | SH | SOLE | 95,721 | 0 | 109,501 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 100,854 | 534,607 | SH | SOLE | 378,738 | 0 | 155,869 | ||
MATSON INC | COM | 57686G105 | 8,454 | 264,020 | SH | SOLE | 127,070 | 0 | 136,950 | ||
MCDONALDS CORP | COM | 580135101 | 105,077 | 591,747 | SH | SOLE | 423,072 | 0 | 168,675 | ||
MEDICINES CO | COM | 584688105 | 88,134 | 4,604,719 | SH | SOLE | 3,464,219 | 0 | 1,140,500 | ||
MEDTRONIC PLC | SHS | G5960L103 | 7,204 | 79,205 | SH | SOLE | 44,320 | 0 | 34,885 | ||
MERCK & CO INC | COM | 58933Y105 | 7,885 | 103,189 | SH | SOLE | 60,088 | 0 | 43,101 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 203,964 | 360,628 | SH | SOLE | 271,013 | 0 | 89,615 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 4,031 | 56,055 | SH | SOLE | 30,385 | 0 | 25,670 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 60,708 | 1,913,272 | SH | SOLE | 1,370,963 | 0 | 542,309 | ||
MICROSOFT CORP | COM | 594918104 | 219,719 | 2,163,225 | SH | SOLE | 1,631,065 | 0 | 532,160 | ||
MKS INSTRUMENT INC | COM | 55306N104 | 12,318 | 190,652 | SH | SOLE | 146,732 | 0 | 43,920 | ||
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 7,036 | 637,360 | SH | SOLE | 305,540 | 0 | 331,820 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 22,756 | 195,754 | SH | SOLE | 91,404 | 0 | 104,350 | ||
MSA SAFETY INC | COM | 553498106 | 29,537 | 313,320 | SH | SOLE | 148,180 | 0 | 165,140 | ||
MSCI INC | COM | 55354G100 | 48,220 | 327,073 | SH | SOLE | 256,760 | 0 | 70,313 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 9,832 | 349,040 | SH | SOLE | 167,880 | 0 | 181,160 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 830 | 25,250 | SH | SOLE | 25,250 | 0 | 0 | ||
NETAPP INC | COM | 64110D104 | 33,204 | 556,462 | SH | SOLE | 428,982 | 0 | 127,480 | ||
NETFLIX INC | COM | 64110L106 | 107,613 | 402,051 | SH | SOLE | 309,370 | 0 | 92,681 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 10,264 | 143,740 | SH | SOLE | 110,710 | 0 | 33,030 | ||
NEW RELIC INC | COM | 64829B100 | 19,725 | 243,614 | SH | SOLE | 187,574 | 0 | 56,040 | ||
NEWMARK GROUP INC | CL A | 65158N102 | 20,496 | 2,555,620 | SH | SOLE | 1,990,821 | 0 | 564,799 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 28,640 | 364,193 | SH | SOLE | 238,649 | 0 | 125,544 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 5,331 | 30,670 | SH | SOLE | 24,030 | 0 | 6,640 | ||
NICE LTD | SPONSORED ADR | 653656108 | 65,237 | 602,878 | SH | SOLE | 407,493 | 0 | 195,385 | ||
NIKE INC | CL B | 654106103 | 88,900 | 1,199,078 | SH | SOLE | 877,293 | 0 | 321,785 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 22,964 | 685,890 | SH | SOLE | 329,100 | 0 | 356,790 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 20,477 | 1,547,740 | SH | SOLE | 729,050 | 0 | 818,690 | ||
NUTANIX INC | CL A | 67059N108 | 20,251 | 486,920 | SH | SOLE | 375,020 | 0 | 111,900 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 48,823 | 666,258 | SH | SOLE | 555,323 | 0 | 110,935 | ||
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 6,462 | 105,275 | SH | SOLE | 61,350 | 0 | 43,925 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 18,272 | 147,967 | SH | SOLE | 114,007 | 0 | 33,960 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 39,606 | 2,398,940 | SH | SOLE | 1,846,560 | 0 | 552,380 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 21,556 | 852,680 | SH | SOLE | 656,670 | 0 | 196,010 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 37,808 | 200,732 | SH | SOLE | 154,916 | 0 | 45,816 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 90,741 | 1,079,095 | SH | SOLE | 777,117 | 0 | 301,978 | ||
PBF ENERGY INC | CL A | 69318G106 | 49,202 | 1,506,030 | SH | SOLE | 945,610 | 0 | 560,420 | ||
PIONEER NAT RES CO | COM | 723787107 | 68,921 | 524,037 | SH | SOLE | 431,142 | 0 | 92,895 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 92,503 | 1,533,278 | SH | SOLE | 1,146,507 | 0 | 386,771 | ||
PROOFPOINT INC | COM | 743424103 | 41,370 | 493,611 | SH | SOLE | 343,742 | 0 | 149,869 | ||
PVH CORP | COM | 693656100 | 325 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
QTS RLTY TR INC | COM CL A | 74736A103 | 32,031 | 864,525 | SH | SOLE | 665,065 | 0 | 199,460 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 43,879 | 526,951 | SH | SOLE | 391,856 | 0 | 135,095 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 44,334 | 595,810 | SH | SOLE | 448,920 | 0 | 146,890 | ||
REALPAGE INC | COM | 75606N109 | 39,039 | 810,104 | SH | SOLE | 631,584 | 0 | 178,520 | ||
RED HAT INC | COM | 756577102 | 57,717 | 328,612 | SH | SOLE | 253,767 | 0 | 74,845 | ||
ROBERT HALF INTL INC | COM | 770323103 | 4,302 | 75,205 | SH | SOLE | 40,830 | 0 | 34,375 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 35,081 | 233,125 | SH | SOLE | 180,055 | 0 | 53,070 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 6,204 | 63,445 | SH | SOLE | 35,425 | 0 | 28,020 | ||
RPM INTL INC | COM | 749685103 | 39,099 | 665,169 | SH | SOLE | 513,279 | 0 | 151,890 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 30,243 | 877,111 | SH | SOLE | 443,045 | 0 | 434,066 | ||
RYDER SYS INC | COM | 783549108 | 20,269 | 420,963 | SH | SOLE | 202,133 | 0 | 218,830 | ||
S&P GLOBAL INC | COM | 78409V104 | 94,448 | 555,772 | SH | SOLE | 424,634 | 0 | 131,138 | ||
SALESFORCE COM INC | COM | 79466L302 | 177,858 | 1,298,519 | SH | SOLE | 1,016,342 | 0 | 282,177 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 27,839 | 255,102 | SH | SOLE | 196,382 | 0 | 58,720 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 55,707 | 344,105 | SH | SOLE | 266,185 | 0 | 77,920 | ||
SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 24,812 | 675,340 | SH | SOLE | 393,005 | 0 | 282,335 | ||
SERVICENOW INC | COM | 81762P102 | 189,037 | 1,061,707 | SH | SOLE | 835,996 | 0 | 225,711 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 57,467 | 1,033,017 | SH | SOLE | 801,098 | 0 | 231,919 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 23,499 | 350,634 | SH | SOLE | 270,304 | 0 | 80,330 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 12,106 | 486,968 | SH | SOLE | 231,545 | 0 | 255,423 | ||
SMITH A O | COM | 831865209 | 3,747 | 87,760 | SH | SOLE | 48,990 | 0 | 38,770 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 764 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 495 | 1,980 | SH | SOLE | 1,980 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 67,706 | 645,742 | SH | SOLE | 503,065 | 0 | 142,677 | ||
SQUARE INC | CL A | 852234103 | 25,543 | 455,389 | SH | SOLE | 351,359 | 0 | 104,030 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 20,861 | 462,457 | SH | SOLE | 356,627 | 0 | 105,830 | ||
STERIS PLC | SHS USD | G84720104 | 102,366 | 958,036 | SH | SOLE | 768,218 | 0 | 189,818 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 32,805 | 2,645,568 | SH | SOLE | 1,758,013 | 0 | 887,555 | ||
SUN CMNTYS INC | COM | 866674104 | 30,476 | 299,640 | SH | SOLE | 230,600 | 0 | 69,040 | ||
SVB FINL GROUP | COM | 78486Q101 | 29,708 | 156,422 | SH | SOLE | 120,976 | 0 | 35,446 | ||
T MOBILE US INC | COM | 872590104 | 62,401 | 980,986 | SH | SOLE | 700,769 | 0 | 280,217 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 35,467 | 295,556 | SH | SOLE | 149,622 | 0 | 145,934 | ||
TARGET CORP | COM | 87612E106 | 4,576 | 69,240 | SH | SOLE | 38,660 | 0 | 30,580 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 138,164 | 667,232 | SH | SOLE | 473,284 | 0 | 193,948 | ||
TEXAS INSTRS INC | COM | 882508104 | 7,166 | 75,835 | SH | SOLE | 41,010 | 0 | 34,825 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 109,233 | 488,104 | SH | SOLE | 371,466 | 0 | 116,638 | ||
TIFFANY & CO NEW | COM | 886547108 | 36,491 | 453,250 | SH | SOLE | 339,050 | 0 | 114,200 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 83,369 | 1,025,574 | SH | SOLE | 874,604 | 0 | 150,970 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 34,996 | 419,418 | SH | SOLE | 323,938 | 0 | 95,480 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 102,807 | 302,321 | SH | SOLE | 236,058 | 0 | 66,263 | ||
TRANSUNION | COM | 89400J107 | 48,096 | 846,753 | SH | SOLE | 653,309 | 0 | 193,444 | ||
TREX CO INC | COM | 89531P105 | 22,639 | 381,380 | SH | SOLE | 180,430 | 0 | 200,950 | ||
TRIVAGO N V | SPON ADS A SHS | 89686D105 | 399 | 70,900 | SH | SOLE | 70,900 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 28,234 | 316,168 | SH | SOLE | 254,378 | 0 | 61,790 | ||
ULTA BEAUTY INC | COM | 90384S303 | 78,335 | 319,943 | SH | SOLE | 264,693 | 0 | 55,250 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 74,392 | 303,800 | SH | SOLE | 191,359 | 0 | 112,441 | ||
ULTRA CLEAN HLDGS INC | COM | 90385V107 | 9,808 | 1,157,993 | SH | SOLE | 554,618 | 0 | 603,375 | ||
UNION PAC CORP | COM | 907818108 | 152,654 | 1,104,349 | SH | SOLE | 847,830 | 0 | 256,519 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 213,269 | 856,089 | SH | SOLE | 659,624 | 0 | 196,465 | ||
UNIVAR INC | COM | 91336L107 | 20,418 | 1,150,937 | SH | SOLE | 562,597 | 0 | 588,340 | ||
VAIL RESORTS INC | COM | 91879Q109 | 81,968 | 388,804 | SH | SOLE | 304,204 | 0 | 84,600 | ||
VENTAS INC | COM | 92276F100 | 276 | 4,719 | SH | SOLE | 4,719 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 7,844 | 139,525 | SH | SOLE | 75,970 | 0 | 63,555 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 106,533 | 642,890 | SH | SOLE | 488,349 | 0 | 154,541 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 20,039 | 1,993,944 | SH | SOLE | 954,839 | 0 | 1,039,105 | ||
VISA INC | COM CL A | 92826C839 | 207,901 | 1,575,721 | SH | SOLE | 1,226,491 | 0 | 349,230 | ||
WALMART INC | COM | 931142103 | 9,169 | 98,435 | SH | SOLE | 53,645 | 0 | 44,790 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 942 | 12,686 | SH | SOLE | 12,686 | 0 | 0 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 363 | 3,700 | SH | SOLE | 3,700 | 0 | 0 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 42,072 | 1,065,391 | SH | SOLE | 912,616 | 0 | 152,775 | ||
WEX INC | COM | 96208T104 | 16,973 | 121,186 | SH | SOLE | 54,549 | 0 | 66,637 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 18,413 | 446,275 | SH | SOLE | 213,580 | 0 | 232,695 | ||
WOLVERINE WORLD WIDE INC | COM | 978097103 | 23,779 | 745,650 | SH | SOLE | 356,210 | 0 | 389,440 | ||
WORLDPAY INC | CL A | 981558109 | 89,892 | 1,176,131 | SH | SOLE | 978,051 | 0 | 198,080 | ||
WPX ENERGY INC | COM | 98212B103 | 47,481 | 4,183,315 | SH | SOLE | 2,476,955 | 0 | 1,706,360 | ||
WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 14,405 | 529,214 | SH | SOLE | 243,826 | 0 | 285,388 | ||
XILINX INC | COM | 983919101 | 17,757 | 208,484 | SH | SOLE | 160,894 | 0 | 47,590 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 27,324 | 1,196,330 | SH | SOLE | 921,550 | 0 | 274,780 | ||
ZENDESK INC | COM | 98936J101 | 87,440 | 1,498,026 | SH | SOLE | 1,265,221 | 0 | 232,805 | ||
ZOGENIX INC | COM NEW | 98978L204 | 19,577 | 536,935 | SH | SOLE | 258,255 | 0 | 278,680 |