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 |
2U Inc. | COM | 90214J101 | 87,381 | 1,757,460 | SH | SOLE | 1,629,325 | 0 | 128,135 | ||
A.O. Smith Corp. | COM | 831865209 | 16,990 | 397,900 | SH | SOLE | 330,500 | 0 | 67,400 | ||
AAC Holdings Inc. | COM | 000307108 | 2,635 | 1,882,400 | SH | SOLE | 1,882,400 | 0 | 0 | ||
Acceleron Pharma Inc | COM | 00434H108 | 30,956 | 710,815 | SH | SOLE | 654,715 | 0 | 56,100 | ||
ACI Worldwide Inc. | COM | 004498101 | 47,815 | 1,728,035 | SH | SOLE | 1,563,860 | 0 | 164,175 | ||
Addus Home Care Corp | COM | 006739106 | 51,209 | 754,400 | SH | SOLE | 754,400 | 0 | 0 | ||
Adobe Inc. | COM | 00724F101 | 5,685 | 25,130 | SH | SOLE | 24,055 | 0 | 1,075 | ||
Aercap Holdings NV | SHS | N00985106 | 50,204 | 1,267,775 | SH | SOLE | 958,475 | 0 | 309,300 | ||
Agilent Technologies Inc | COM | 00846U101 | 67,494 | 1,000,500 | SH | SOLE | 726,025 | 0 | 274,475 | ||
Albany International Corp | CL A | 012348108 | 65,466 | 1,048,625 | SH | SOLE | 1,048,625 | 0 | 0 | ||
Alphabet Inc Class C | CAP STK CL C | 02079K107 | 13,436 | 12,974 | SH | SOLE | 12,422 | 0 | 552 | ||
Altice USA Inc | CL A | 02156K103 | 58,755 | 3,556,600 | SH | SOLE | 2,579,700 | 0 | 976,900 | ||
Amazon.com Inc. | COM | 023135106 | 11,299 | 7,523 | SH | SOLE | 7,205 | 0 | 318 | ||
Amdocs Limited | SHS | G02602103 | 88,785 | 1,515,625 | SH | SOLE | 1,127,225 | 0 | 388,400 | ||
Amedisys Inc. | COM | 023436108 | 33,860 | 289,128 | SH | SOLE | 289,128 | 0 | 0 | ||
American Renal Associates | COM | 029227105 | 9,875 | 857,231 | SH | SOLE | 857,231 | 0 | 0 | ||
AMERISAFE Inc. | COM | 03071H100 | 20,471 | 361,112 | SH | SOLE | 361,112 | 0 | 0 | ||
Ametek Inc | COM | 031100100 | 72,566 | 1,071,880 | SH | SOLE | 798,135 | 0 | 273,745 | ||
Amphenol Corp. Cl A | CL A | 032095101 | 60,360 | 745,000 | SH | SOLE | 539,600 | 0 | 205,400 | ||
Anaplan Inc | COM | 03272L108 | 648 | 24,400 | SH | SOLE | 24,400 | 0 | 0 | ||
Apergy Corporation | COM | 03755L104 | 2,272 | 83,900 | SH | SOLE | 65,800 | 0 | 18,100 | ||
Apollo Global Management | CL A SHS | 037612306 | 103,605 | 4,221,875 | SH | SOLE | 3,184,075 | 0 | 1,037,800 | ||
Apple Inc | COM | 037833100 | 12,142 | 76,975 | SH | SOLE | 73,695 | 0 | 3,280 | ||
Argenx SE ADR | SPONSORED ADR | 04016X101 | 12,312 | 128,155 | SH | SOLE | 128,155 | 0 | 0 | ||
Argo Group International | COM | G0464B107 | 35,528 | 528,290 | SH | SOLE | 528,290 | 0 | 0 | ||
ASGN Incorporated | COM | 00191U102 | 79,507 | 1,458,840 | SH | SOLE | 1,453,910 | 0 | 4,930 | ||
Assured Guaranty Ltd | COM | G0585R106 | 60,708 | 1,585,900 | SH | SOLE | 1,148,900 | 0 | 437,000 | ||
Atlassian Corporation Plc | CL A | G06242104 | 43,582 | 489,800 | SH | SOLE | 355,125 | 0 | 134,675 | ||
Beacon Roofing Supply Inc | COM | 073685109 | 113,274 | 3,571,056 | SH | SOLE | 3,326,116 | 0 | 244,940 | ||
Bio-Rad Laboratories Inc | CL A | 090572207 | 141,964 | 611,335 | SH | SOLE | 471,910 | 0 | 139,425 | ||
BJs Wholesale Club Holdin | COM | 05550J101 | 63,451 | 2,863,290 | SH | SOLE | 2,612,190 | 0 | 251,100 | ||
BlackLine Inc | COM | 09239B109 | 35,192 | 859,400 | SH | SOLE | 859,400 | 0 | 0 | ||
Blueprint Medicines Corp. | COM | 09627Y109 | 53,998 | 1,001,640 | SH | SOLE | 917,440 | 0 | 84,200 | ||
Booz Allen & Hamilton Inc | CL A | 099502106 | 197,725 | 4,387,075 | SH | SOLE | 3,278,400 | 0 | 1,108,675 | ||
Bottomline Technologies I | COM | 101388106 | 34,744 | 723,825 | SH | SOLE | 723,825 | 0 | 0 | ||
Bright Horizons Family So | COM | 109194100 | 126,150 | 1,131,896 | SH | SOLE | 1,000,541 | 0 | 131,355 | ||
Broadridge Financial Solu | COM | 11133T103 | 41,402 | 430,150 | SH | SOLE | 353,550 | 0 | 76,600 | ||
Brunswick Corp. | COM | 117043109 | 86,587 | 1,864,090 | SH | SOLE | 1,425,940 | 0 | 438,150 | ||
Burlington Stores Inc | COM | 122017106 | 65,719 | 404,000 | SH | SOLE | 290,800 | 0 | 113,200 | ||
BWX Technologies Inc. | COM | 05605H100 | 117,345 | 3,069,460 | SH | SOLE | 2,325,015 | 0 | 744,445 | ||
Cable One Inc | COM | 12685J105 | 95,459 | 116,399 | SH | SOLE | 110,549 | 0 | 5,850 | ||
Cabot Microelectronics Co | COM | 12709P103 | 25,888 | 271,503 | SH | SOLE | 271,503 | 0 | 0 | ||
Cactus Inc Cl A | CL A | 127203107 | 21,572 | 787,005 | SH | SOLE | 787,005 | 0 | 0 | ||
Cadence BanCorporation | CL A | 12739A100 | 39,579 | 2,358,700 | SH | SOLE | 2,358,700 | 0 | 0 | ||
Callaway Golf Co. | COM | 131193104 | 30,493 | 1,993,000 | SH | SOLE | 1,993,000 | 0 | 0 | ||
CBRE Group Inc | CL A | 12504L109 | 125,209 | 3,127,100 | SH | SOLE | 2,199,725 | 0 | 927,375 | ||
Centene Corp. | COM | 15135B101 | 120,327 | 1,043,600 | SH | SOLE | 744,350 | 0 | 299,250 | ||
Charles River Laboratorie | COM | 159864107 | 116,242 | 1,027,050 | SH | SOLE | 795,800 | 0 | 231,250 | ||
Charles Schwab Corp. | COM | 808513105 | 5,122 | 123,340 | SH | SOLE | 118,075 | 0 | 5,265 | ||
Chegg Inc | COM | 163092109 | 40,022 | 1,408,220 | SH | SOLE | 1,408,220 | 0 | 0 | ||
Cintas Corp. | COM | 172908105 | 64,273 | 382,600 | SH | SOLE | 276,700 | 0 | 105,900 | ||
Circor International Inc. | COM | 17273K109 | 20,670 | 970,435 | SH | SOLE | 970,435 | 0 | 0 | ||
Cision Ltd. | SHS | G1992S109 | 56,084 | 4,793,535 | SH | SOLE | 4,543,935 | 0 | 249,600 | ||
Clean Harbors Inc | COM | 184496107 | 66,235 | 1,342,157 | SH | SOLE | 1,222,757 | 0 | 119,400 | ||
Cogent Communications Gro | COM NEW | 19239V302 | 23,231 | 513,845 | SH | SOLE | 513,845 | 0 | 0 | ||
Cognex Corp. | COM | 192422103 | 27,853 | 720,285 | SH | SOLE | 595,385 | 0 | 124,900 | ||
Comcast Corp. Cl A | CL A | 20030N101 | 6,603 | 193,910 | SH | SOLE | 185,590 | 0 | 8,320 | ||
Concho Resources Inc | COM | 20605P101 | 64,706 | 629,500 | SH | SOLE | 455,500 | 0 | 174,000 | ||
Copart Inc. | COM | 217204106 | 52,763 | 1,104,300 | SH | SOLE | 800,250 | 0 | 304,050 | ||
Core Laboratories N V Com | COM | N22717107 | 11,341 | 190,100 | SH | SOLE | 150,550 | 0 | 39,550 | ||
Corporacion America Airpo | COM | L1995B107 | 73 | 11,000 | SH | SOLE | 0 | 0 | 11,000 | ||
Costar Group Inc | COM | 22160N109 | 164,818 | 488,581 | SH | SOLE | 385,151 | 0 | 103,430 | ||
Coupa Software Incorporat | COM | 22266L106 | 35,648 | 567,100 | SH | SOLE | 446,400 | 0 | 120,700 | ||
Cushman & Wakefield PLC | SHS | G2717B108 | 18,218 | 1,259,000 | SH | SOLE | 991,400 | 0 | 267,600 | ||
Davita Inc | COM | 23918K108 | 101,384 | 1,970,150 | SH | SOLE | 1,456,625 | 0 | 513,525 | ||
DexCom Inc. | COM | 252131107 | 57,336 | 478,600 | SH | SOLE | 347,675 | 0 | 130,925 | ||
Dolby Laboratories Inc. C | COM | 25659T107 | 82,043 | 1,326,700 | SH | SOLE | 964,300 | 0 | 362,400 | ||
Domino's Pizza Inc. | COM | 25754A201 | 65,953 | 265,950 | SH | SOLE | 192,025 | 0 | 73,925 | ||
Ecolab Inc | COM | 278865100 | 60,163 | 408,300 | SH | SOLE | 295,550 | 0 | 112,750 | ||
Elastic NV | ORD SHS | N14506104 | 24,568 | 343,700 | SH | SOLE | 255,900 | 0 | 87,800 | ||
EMCOR Group Inc | COM | 29084Q100 | 86,003 | 1,440,820 | SH | SOLE | 1,341,820 | 0 | 99,000 | ||
Encompass Health Corporat | COM | 29261A100 | 64,154 | 1,039,772 | SH | SOLE | 859,872 | 0 | 179,900 | ||
Entegris Inc. | COM | 29362U104 | 67,863 | 2,432,800 | SH | SOLE | 1,764,600 | 0 | 668,200 | ||
ETSY Inc | COM | 29786A106 | 13,044 | 274,200 | SH | SOLE | 214,961 | 0 | 59,239 | ||
Evo Payments Inc Class A | CL A COM | 26927E104 | 56,822 | 2,303,270 | SH | SOLE | 2,192,470 | 0 | 110,800 | ||
Evolent Health Inc Cl A | CL A | 30050B101 | 15,445 | 774,200 | SH | SOLE | 774,200 | 0 | 0 | ||
Exela Technologies Inc | COM | 30162V102 | 12,032 | 3,092,994 | SH | SOLE | 3,092,994 | 0 | 0 | ||
Exlservice Holdings Inc | COM | 302081104 | 48,677 | 925,066 | SH | SOLE | 925,066 | 0 | 0 | ||
Exponent Inc. | COM | 30214U102 | 40,327 | 795,245 | SH | SOLE | 795,245 | 0 | 0 | ||
Facebook Inc | CL A | 30303M102 | 7,133 | 54,410 | SH | SOLE | 52,080 | 0 | 2,330 | ||
Fair Isaac Corp | COM | 303250104 | 38,256 | 204,580 | SH | SOLE | 204,580 | 0 | 0 | ||
Farfetch Ltd Class A | ORD SH CL A | 30744W107 | 8,745 | 493,800 | SH | SOLE | 389,200 | 0 | 104,600 | ||
Fidelity National Informa | COM | 31620M106 | 65,818 | 641,815 | SH | SOLE | 481,355 | 0 | 160,460 | ||
Fleetcor Technologies Inc | COM | 339041105 | 102,975 | 554,465 | SH | SOLE | 415,835 | 0 | 138,630 | ||
Floor & Decor Holdings In | CL A | 339750101 | 41,354 | 1,596,680 | SH | SOLE | 1,462,480 | 0 | 134,200 | ||
Focus Financial Partners | COM CL A | 34417P100 | 23,468 | 891,300 | SH | SOLE | 891,300 | 0 | 0 | ||
ForeScout Technologies In | COM | 34553D101 | 14,853 | 571,500 | SH | SOLE | 571,500 | 0 | 0 | ||
Gartner Inc | COM | 366651107 | 191,245 | 1,495,975 | SH | SOLE | 1,112,675 | 0 | 383,300 | ||
Global Payments Inc | COM | 37940X102 | 230,453 | 2,234,590 | SH | SOLE | 1,603,110 | 0 | 631,480 | ||
Grand Canyon Education In | COM | 38526M106 | 35,284 | 367,008 | SH | SOLE | 302,958 | 0 | 64,050 | ||
Grubhub Inc | COM | 400110102 | 63,042 | 820,750 | SH | SOLE | 611,675 | 0 | 209,075 | ||
Guidewire Software Inc | COM | 40171V100 | 20,162 | 251,300 | SH | SOLE | 197,700 | 0 | 53,600 | ||
Hamilton Lane Inc Class A | CL A | 407497106 | 73,604 | 1,989,305 | SH | SOLE | 1,821,705 | 0 | 167,600 | ||
Health Insurance Innovati | COM CL A | 42225K106 | 40,573 | 1,517,895 | SH | SOLE | 1,419,145 | 0 | 98,750 | ||
Healthcare Services Group | COM | 421906108 | 53,472 | 1,330,800 | SH | SOLE | 1,330,800 | 0 | 0 | ||
Healthequity Inc | COM | 42226A107 | 14,343 | 240,450 | SH | SOLE | 240,450 | 0 | 0 | ||
Henry Schein Inc. | COM | 806407102 | 70,754 | 901,100 | SH | SOLE | 653,650 | 0 | 247,450 | ||
Herbalife Ltd | COM SHS | G4412G101 | 40,463 | 686,400 | SH | SOLE | 497,575 | 0 | 188,825 | ||
Hershey Company | COM | 427866108 | 62,794 | 585,875 | SH | SOLE | 433,495 | 0 | 152,380 | ||
Hexcel Corp. | COM | 428291108 | 73,057 | 1,274,100 | SH | SOLE | 923,125 | 0 | 350,975 | ||
Hilton Grand Vacations In | COM | 43283X105 | 48,405 | 1,834,217 | SH | SOLE | 1,660,267 | 0 | 173,950 | ||
Home Depot Inc. | COM | 437076102 | 6,619 | 38,525 | SH | SOLE | 36,880 | 0 | 1,645 | ||
Hudson Ltd CL A | COM CL A | G46408103 | 33,096 | 1,929,820 | SH | SOLE | 1,929,820 | 0 | 0 | ||
IAC/InterActiveCorp. | COM | 44919P508 | 53,338 | 291,400 | SH | SOLE | 210,775 | 0 | 80,625 | ||
ICF International Inc. | COM | 44925C103 | 19,143 | 295,505 | SH | SOLE | 295,505 | 0 | 0 | ||
Imax Corporation | COM | 45245E109 | 43,829 | 2,330,091 | SH | SOLE | 2,157,291 | 0 | 172,800 | ||
Innovative Industrial Pro | COM | 45781V101 | 27,630 | 608,717 | SH | SOLE | 608,717 | 0 | 0 | ||
Inogen Inc. | COM | 45780L104 | 7,982 | 64,285 | SH | SOLE | 64,285 | 0 | 0 | ||
Inspire Medical Systems I | COM | 457730109 | 16,611 | 393,165 | SH | SOLE | 393,165 | 0 | 0 | ||
Instructure Inc | COM | 45781U103 | 37,333 | 995,275 | SH | SOLE | 995,275 | 0 | 0 | ||
Integer Holdings Corp | COM | 45826H109 | 54,282 | 711,800 | SH | SOLE | 646,950 | 0 | 64,850 | ||
International Flavors & F | COM | 459506101 | 90,646 | 675,100 | SH | SOLE | 497,925 | 0 | 177,175 | ||
International Game Techno | SHS USD | G4863A108 | 48,605 | 3,322,286 | SH | SOLE | 2,512,086 | 0 | 810,200 | ||
Intuit Inc. | COM | 461202103 | 5,740 | 29,160 | SH | SOLE | 27,915 | 0 | 1,245 | ||
iRhythm Technologies Inc | COM | 450056106 | 29,736 | 427,975 | SH | SOLE | 427,975 | 0 | 0 | ||
iShares MSCI India ETF | MSCI INDIA ETF | 46429B598 | 13 | 400 | SH | SOLE | 400 | 0 | 0 | ||
iShares Russell 2000 Grow | RUS 2000 GRW ETF | 464287648 | 5,712 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
ITT Inc | COM | 45073V108 | 25,383 | 525,850 | SH | SOLE | 423,700 | 0 | 102,150 | ||
J.B. Hunt Transport Servi | COM | 445658107 | 46,799 | 503,000 | SH | SOLE | 364,325 | 0 | 138,675 | ||
J2 Global Inc. | COM | 48123V102 | 106,482 | 1,534,758 | SH | SOLE | 1,411,558 | 0 | 123,200 | ||
Jack Henry and Associates | COM | 426281101 | 56,335 | 445,265 | SH | SOLE | 364,500 | 0 | 80,765 | ||
Kennedy-Wilson Holdings I | COM | 489398107 | 58,461 | 3,217,433 | SH | SOLE | 3,217,433 | 0 | 0 | ||
Knight Transportation Inc | CL A | 499049104 | 19,141 | 763,484 | SH | SOLE | 598,884 | 0 | 164,600 | ||
L3 Technologies Inc | COM | 502413107 | 70,853 | 408,000 | SH | SOLE | 295,700 | 0 | 112,300 | ||
Lam Research Corp. | COM | 512807108 | 58,281 | 428,000 | SH | SOLE | 309,775 | 0 | 118,225 | ||
Lamb Weston Holdings Inc | COM | 513272104 | 58,517 | 795,500 | SH | SOLE | 577,075 | 0 | 218,425 | ||
LHC Group | COM | 50187A107 | 82,176 | 875,332 | SH | SOLE | 800,432 | 0 | 74,900 | ||
Littelfuse Inc. | COM | 537008104 | 78,006 | 454,898 | SH | SOLE | 416,098 | 0 | 38,800 | ||
Loxo Oncology Inc | COM | 548862101 | 42,843 | 305,869 | SH | SOLE | 281,539 | 0 | 24,330 | ||
Martin Marietta Materials | COM | 573284106 | 75,451 | 439,000 | SH | SOLE | 318,350 | 0 | 120,650 | ||
Marvell Technology Group | ORD | G5876H105 | 108,928 | 6,728,130 | SH | SOLE | 5,046,723 | 0 | 1,681,407 | ||
Matador Resources Company | COM | 576485205 | 36,638 | 2,359,155 | SH | SOLE | 2,164,355 | 0 | 194,800 | ||
McCormick & Co. Inc. | COM NON VTG | 579780206 | 43,429 | 311,900 | SH | SOLE | 226,175 | 0 | 85,725 | ||
Meta Financial Group Inc | COM | 59100U108 | 16,145 | 832,650 | SH | SOLE | 832,650 | 0 | 0 | ||
MGP Ingredients Inc. | COM | 55303J106 | 28,577 | 500,920 | SH | SOLE | 500,920 | 0 | 0 | ||
Microsoft Corp. | COM | 594918104 | 15,047 | 148,145 | SH | SOLE | 141,775 | 0 | 6,370 | ||
Mindbody Inc CLA | COM CL A | 60255W105 | 26,522 | 728,635 | SH | SOLE | 728,635 | 0 | 0 | ||
MKS Instruments Inc. | COM | 55306N104 | 62,863 | 972,965 | SH | SOLE | 886,815 | 0 | 86,150 | ||
Monolithic Power Systems | COM | 609839105 | 74,912 | 644,400 | SH | SOLE | 477,875 | 0 | 166,525 | ||
Monro Inc. | COM | 610236101 | 40,277 | 585,849 | SH | SOLE | 585,849 | 0 | 0 | ||
MorphoSys AG ADR | SPONSORED ADS | 617760202 | 18,504 | 731,400 | SH | SOLE | 579,600 | 0 | 151,800 | ||
MyoKardia Inc | COM | 62857M105 | 15,752 | 322,400 | SH | SOLE | 322,400 | 0 | 0 | ||
National Storage Affiliat | COM SHS BEN IN | 637870106 | 21,083 | 796,795 | SH | SOLE | 796,795 | 0 | 0 | ||
National Vision Holdings | COM | 63845R107 | 84,287 | 2,992,075 | SH | SOLE | 2,766,325 | 0 | 225,750 | ||
Netflix Inc. | COM | 64110L106 | 4,760 | 17,785 | SH | SOLE | 17,020 | 0 | 765 | ||
Neurocrine Biosciences In | COM | 64125C109 | 62,042 | 868,812 | SH | SOLE | 658,487 | 0 | 210,325 | ||
New Relic Inc | COM | 64829B100 | 18,613 | 229,875 | SH | SOLE | 229,875 | 0 | 0 | ||
NICE Ltd | SPONSORED ADR | 653656108 | 41,245 | 381,154 | SH | SOLE | 317,004 | 0 | 64,150 | ||
NLight Inc | COM | 65487K100 | 34,494 | 1,940,055 | SH | SOLE | 1,940,055 | 0 | 0 | ||
Nordson Corporation | COM | 655663102 | 81,350 | 681,608 | SH | SOLE | 520,183 | 0 | 161,425 | ||
Novocure Ltd | ORD SHS | G6674U108 | 42,910 | 1,281,675 | SH | SOLE | 1,170,275 | 0 | 111,400 | ||
NVIDIA Corp. | COM | 67066G104 | 1,798 | 13,465 | SH | SOLE | 12,890 | 0 | 575 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 123,528 | 358,750 | SH | SOLE | 265,600 | 0 | 93,150 | ||
Ollie s Bargain Outlet Ho | COM | 681116109 | 34,935 | 525,265 | SH | SOLE | 525,265 | 0 | 0 | ||
PacWest Bancorp. | COM | 695263103 | 44,306 | 1,331,304 | SH | SOLE | 1,095,809 | 0 | 235,495 | ||
PagSeguro Digital Ltd Cl | COM CL A | G68707101 | 19,021 | 1,015,524 | SH | SOLE | 799,824 | 0 | 215,700 | ||
Paylocity Holding Corp | COM | 70438V106 | 95,839 | 1,591,748 | SH | SOLE | 1,444,448 | 0 | 147,300 | ||
Paypal Inc | COM | 70450Y103 | 6,995 | 83,180 | SH | SOLE | 79,640 | 0 | 3,540 | ||
Pegasystems Inc. | COM | 705573103 | 28,110 | 587,700 | SH | SOLE | 587,700 | 0 | 0 | ||
Performance Foods Group C | COM | 71377A103 | 27,060 | 838,550 | SH | SOLE | 673,950 | 0 | 164,600 | ||
Petiq Inc | COM CL A | 71639T106 | 33,133 | 1,411,700 | SH | SOLE | 1,282,300 | 0 | 129,400 | ||
Pivotal Software Inc CLA | COM CL A | 72582H107 | 50,716 | 3,101,900 | SH | SOLE | 2,296,000 | 0 | 805,900 | ||
Planet Fitness Inc Cla | CL A | 72703H101 | 35,143 | 655,400 | SH | SOLE | 537,250 | 0 | 118,150 | ||
PluralSight Inc Cl A | COM CL A | 72941B106 | 51,087 | 2,169,285 | SH | SOLE | 2,015,585 | 0 | 153,700 | ||
Pool Corporation | COM | 73278L105 | 63,236 | 425,400 | SH | SOLE | 308,675 | 0 | 116,725 | ||
Priority Technology Holdi | COM | 74275G107 | 18,017 | 2,252,110 | SH | SOLE | 2,252,110 | 0 | 0 | ||
Proassurance Corporation | COM | 74267C106 | 34,410 | 848,380 | SH | SOLE | 848,380 | 0 | 0 | ||
Progressive Corp. | COM | 743315103 | 222,931 | 3,695,190 | SH | SOLE | 2,643,120 | 0 | 1,052,070 | ||
PTC Inc | COM | 69370C100 | 49,781 | 600,500 | SH | SOLE | 435,550 | 0 | 164,950 | ||
Q2 Holdings Inc | COM | 74736L109 | 97,356 | 1,964,807 | SH | SOLE | 1,841,107 | 0 | 123,700 | ||
RBC Bearings Inc | COM | 75524B104 | 18,630 | 142,104 | SH | SOLE | 142,104 | 0 | 0 | ||
RealPage Inc | COM | 75606N109 | 77,686 | 1,612,073 | SH | SOLE | 1,612,073 | 0 | 0 | ||
Red Hat Inc | COM | 756577102 | 25,556 | 145,500 | SH | SOLE | 105,325 | 0 | 40,175 | ||
Renaissancere Holdings Lt | COM | G7496G103 | 150,265 | 1,123,898 | SH | SOLE | 841,673 | 0 | 282,225 | ||
Rexnord Holdings Inc | COM | 76169B102 | 27,073 | 1,179,647 | SH | SOLE | 1,179,647 | 0 | 0 | ||
Rhythm Pharmaceuticals In | COM | 76243J105 | 20,289 | 754,816 | SH | SOLE | 754,816 | 0 | 0 | ||
Rosetta Stone Inc. | COM | 777780107 | 26,416 | 1,610,725 | SH | SOLE | 1,610,725 | 0 | 0 | ||
RPM International Inc | COM | 749685103 | 32,993 | 561,297 | SH | SOLE | 452,697 | 0 | 108,600 | ||
Ryanair Holdings plc - SP | SPONSORED ADR NE | 783513203 | 57,500 | 806,000 | SH | SOLE | 584,625 | 0 | 221,375 | ||
Sarepta Therapeutics Inc | COM | 803607100 | 94,134 | 862,590 | SH | SOLE | 648,405 | 0 | 214,185 | ||
SBA Communications Corp | CL A | 78410G104 | 158,685 | 980,200 | SH | SOLE | 707,550 | 0 | 272,650 | ||
Select Medical Holdings C | COM | 81619Q105 | 29,532 | 1,923,900 | SH | SOLE | 1,523,400 | 0 | 400,500 | ||
Shenandoah Telecommunicat | COM | 82312B106 | 32,041 | 724,090 | SH | SOLE | 724,090 | 0 | 0 | ||
Solaris Oilfield Infrastr | COM CL A | 83418M103 | 21,707 | 1,795,465 | SH | SOLE | 1,795,465 | 0 | 0 | ||
StoneCo Ltd | COM CL A | G85158106 | 828 | 44,900 | SH | SOLE | 44,900 | 0 | 0 | ||
Strategic Ed Inc | COM | 86272C103 | 106,077 | 935,260 | SH | SOLE | 898,210 | 0 | 37,050 | ||
Summit Materials Inc | CL A | 86614U100 | 42,123 | 3,396,998 | SH | SOLE | 3,097,346 | 0 | 299,652 | ||
Sunopta Inc | COM | 8676EP108 | 10,942 | 2,827,355 | SH | SOLE | 2,827,355 | 0 | 0 | ||
SVB Financial Group | COM | 78486Q101 | 70,650 | 372,000 | SH | SOLE | 269,475 | 0 | 102,525 | ||
Tableau Software Inc. Cla | CL A | 87336U105 | 51,336 | 427,800 | SH | SOLE | 310,050 | 0 | 117,750 | ||
Talend SA ADR | ADS | 874224207 | 22,611 | 609,800 | SH | SOLE | 609,800 | 0 | 0 | ||
Tandem Diabetes Care Inc. | COM NEW | 875372203 | 62,292 | 1,640,570 | SH | SOLE | 1,493,370 | 0 | 147,200 | ||
TD Ameritrade Holding Cor | COM | 87236Y108 | 79,061 | 1,614,800 | SH | SOLE | 1,170,500 | 0 | 444,300 | ||
The Ultimate Software Gro | COM | 90385D107 | 137,109 | 559,925 | SH | SOLE | 448,280 | 0 | 111,645 | ||
Total System Services Inc | COM | 891906109 | 76,193 | 937,300 | SH | SOLE | 679,450 | 0 | 257,850 | ||
Transdigm Group Inc | COM | 893641100 | 58,728 | 172,700 | SH | SOLE | 125,250 | 0 | 47,450 | ||
Transunion | COM | 89400J107 | 140,892 | 2,480,500 | SH | SOLE | 1,861,920 | 0 | 618,580 | ||
Trinet Group Inc | COM | 896288107 | 88,594 | 2,111,900 | SH | SOLE | 1,997,600 | 0 | 114,300 | ||
Tyler Technologies Inc. | COM | 902252105 | 30,434 | 163,783 | SH | SOLE | 130,503 | 0 | 33,280 | ||
Ulta Salon Cosmetics & Fr | COM | 90384S303 | 49,017 | 200,200 | SH | SOLE | 144,675 | 0 | 55,525 | ||
Under Armour Inc Class A | CL A | 904311107 | 17,334 | 981,000 | SH | SOLE | 768,400 | 0 | 212,600 | ||
UniFirst Corp. | COM | 904708104 | 19,817 | 138,510 | SH | SOLE | 138,510 | 0 | 0 | ||
USA Technologies Inc | COM NO PAR | 90328S500 | 7,918 | 2,035,570 | SH | SOLE | 2,035,570 | 0 | 0 | ||
VanEck Vectors India Smal | INDIA SMALL CAP | 92189F767 | 208 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||
Verisk Analytics Inc. Cl | COM | 92345Y106 | 93,675 | 859,085 | SH | SOLE | 651,510 | 0 | 207,575 | ||
Vertex Pharmaceuticals In | COM | 92532F100 | 78,036 | 470,920 | SH | SOLE | 349,325 | 0 | 121,595 | ||
Viad Corp. | COM NEW | 92552R406 | 32,088 | 640,600 | SH | SOLE | 640,600 | 0 | 0 | ||
Visa Inc. | COM CL A | 92826C839 | 12,153 | 92,110 | SH | SOLE | 88,145 | 0 | 3,965 | ||
Wabco Holdings Inc | COM | 92927K102 | 79,844 | 743,844 | SH | SOLE | 555,669 | 0 | 188,175 | ||
WageWorks Inc | COM | 930427109 | 54,331 | 2,000,393 | SH | SOLE | 1,840,463 | 0 | 159,930 | ||
Waste Connections Inc. | COM | 94106B101 | 133,555 | 1,798,720 | SH | SOLE | 1,284,720 | 0 | 514,000 | ||
Wellcare Health Plans Inc | COM | 94946T106 | 94,561 | 400,530 | SH | SOLE | 296,065 | 0 | 104,465 | ||
Wex Inc | COM | 96208T104 | 62,167 | 443,857 | SH | SOLE | 368,857 | 0 | 75,000 | ||
Willdan Group Inc. | COM | 96924N100 | 21,260 | 607,765 | SH | SOLE | 607,765 | 0 | 0 | ||
Williams Scotsman Corp | COM | 971375126 | 21,535 | 2,286,100 | SH | SOLE | 2,286,100 | 0 | 0 | ||
Wintrust Financial Corp. | COM | 97650W108 | 28,378 | 426,800 | SH | SOLE | 334,500 | 0 | 92,300 | ||
WisdomTree Investments In | COM | 97717P104 | 56,707 | 8,527,408 | SH | SOLE | 7,960,208 | 0 | 567,200 | ||
WNS Holdings Ltd ADR | SPON ADR | 92932M101 | 68,972 | 1,671,640 | SH | SOLE | 1,453,440 | 0 | 218,200 | ||
Woodward Inc. | COM | 980745103 | 25,268 | 340,127 | SH | SOLE | 273,277 | 0 | 66,850 | ||
World Pay Inc CL A | CL A | 981558109 | 52,316 | 684,500 | SH | SOLE | 496,850 | 0 | 187,650 | ||
Zendesk Inc. | COM | 98936J101 | 72,881 | 1,248,600 | SH | SOLE | 929,250 | 0 | 319,350 | ||
Zynga Inc | CL A | 98986T108 | 15,874 | 4,039,200 | SH | SOLE | 3,168,800 | 0 | 870,400 |