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
51JOB INC-ADR ADR 316827104 1,473 24,213 SH   SOLE   2,888 0 21,325
AAON INC COM 000360206 1,028 28,001 SH   SOLE   18,526 0 9,475
ABB LTD-SPON ADR ADR 000375204 499 18,600 SH   SOLE   0 0 18,600
ABBVIE INC COM 00287Y109 274 2,829 SH   SOLE   0 0 2,829
ABIOMED INC COM 003654100 1,127 6,013 SH   SOLE   5,254 0 759
ACCENTURE PLC-CL A ADR G1151C101 455 2,972 SH   SOLE   0 0 2,972
ACLARIS THERAPEUTICS INC COM 00461U105 12,908 523,428 SH   SOLE   485,776 0 37,652
ADAMAS PHARMACEUTICALS INC COM 00548A106 7,356 217,049 SH   SOLE   185,447 0 31,602
ADESTO TECHNOLOGIES CORP COM 00687D101 6,109 947,060 SH   SOLE   758,421 0 188,639
ADTALEM GLOBAL EDUCATION INC COM 00737L103 1,929 45,877 SH   SOLE   33,886 0 11,991
ADVANSIX INC COM 00773T101 4,339 103,128 SH   SOLE   88,195 0 14,933
AERCAP HOLDINGS NV ADR N00985106 504 9,573 SH   SOLE   0 0 9,573
AERIE PHARMACEUTICALS INC COM 00771V108 4,541 75,995 SH   SOLE   61,792 0 14,203
AFLAC INC COM 001055102 255 2,907 SH   SOLE   0 0 2,907
AGNC INVESTMENT CORP COM 00123Q104 3,566 176,603 SH   SOLE   46,988 0 129,615
AGREE REALTY CORP COM 008492100 2,842 55,246 SH   SOLE   14,983 0 40,263
AIR LEASE CORP COM 00912X302 2,468 51,314 SH   SOLE   37,992 0 13,322
AIR TRANSPORT SERVICES GROUP COM 00922R105 8,294 358,436 SH   SOLE   293,772 0 64,664
AKORN INC COM 009728106 7,091 220,000 SH   SOLE   220,000 0 0
ALARM.COM HOLDINGS INC COM 011642105 1,369 36,260 SH   SOLE   19,715 0 16,545
ALBEMARLE CORP COM 012653101 1,559 12,188 SH   SOLE   6,475 0 5,713
ALEXANDRIA REAL ESTATE EQUIT COM 015271109 1,901 14,560 SH   SOLE   3,572 0 10,988
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 115,611 670,478 SH   SOLE   470,964 0 199,514
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 0 150,000 SH Put SOLE   150,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,032 4,646 SH   SOLE   4,057 0 589
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 683 5,373 SH   SOLE   4,697 0 676
ALPHABET INC - CL C COM 02079K107 964 921 SH   SOLE   0 0 921
ALTAIR ENGINEERING INC - A COM 021369103 13,099 547,632 SH   SOLE   439,178 0 108,454
ALTERYX LLC - A COM 02156B103 370 14,654 SH   SOLE   2,045 0 12,609
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 5,555 110,217 SH   SOLE   90,056 0 20,161
AMBARELLA INC COM G037AX101 2,585 44,000 SH   SOLE   5,988 0 38,012
AMBEV SA-ADR ADR 02319V103 236 36,518 SH   SOLE   36,518 0 0
AMERICA MOVIL-ADR SERIES L ADR 02364W105 16,064 936,704 SH   SOLE   685,718 0 250,986
AMERICAN ELECTRIC POWER COM 025537101 469 6,380 SH   SOLE   0 0 6,380
AMERICAN EXPRESS CO COM 025816109 429 4,319 SH   SOLE   0 0 4,319
AMERICAN TOWER CORP COM 03027X100 4,909 34,410 SH   SOLE   11,637 0 22,773
AMERICAN WOODMARK CORP COM 030506109 2,226 17,089 SH   SOLE   11,318 0 5,771
AMERIPRISE FINANCIAL INC COM 03076C106 306 1,806 SH   SOLE   0 0 1,806
AMETEK INC COM 031100100 318 4,394 SH   SOLE   0 0 4,394
AMGEN INC COM 031162100 292 1,680 SH   SOLE   0 0 1,680
AMPHASTAR PHARMACEUTICALS IN COM 03209R103 229 11,902 SH   SOLE   1,661 0 10,241
AMPHENOL CORP-CL A COM 032095101 219 2,491 SH   SOLE   0 0 2,491
ANADARKO PETROLEUM CORP COM 032511107 536 10,000 SH   SOLE   0 0 10,000
ANALOG DEVICES INC COM 032654105 490 5,504 SH   SOLE   0 0 5,504
ANDEAVOR COM 03349M105 213 1,859 SH   SOLE   0 0 1,859
ANGI HOMESERVICES INC- A COM 00183L102 1,634 156,231 SH   SOLE   100,599 0 55,632
ANI PHARMACEUTICALS INC COM 00182C103 220 3,414 SH   SOLE   476 0 2,938
ANNALY CAPITAL MANAGEMENT IN COM 035710409 4,932 414,836 SH   SOLE   111,252 0 303,584
ANTHEM INC COM 036752103 268 1,189 SH   SOLE   0 0 1,189
AON PLC ADR G0408V102 213 1,593 SH   SOLE   0 0 1,593
APPLE INC COM 037833100 1,303 7,701 SH   SOLE   0 0 7,701
APPLIED MATERIALS INC COM 038222105 1,093 21,387 SH   SOLE   6,488 0 14,899
APTIV PLC ADR G6095L109 17,661 208,192 SH   SOLE   136,307 0 71,885
ARCOS DORADOS HOLDINGS INC-A ADR G0457F107 12,920 1,248,343 SH   SOLE   963,226 0 285,117
ARGENX SE - ADR COM 04016X101 7,907 125,232 SH   SOLE   103,989 0 21,243
ARISTA NETWORKS INC COM 040413106 2,702 11,470 SH   SOLE   4,868 0 6,602
ARRAY BIOPHARMA INC COM 04269X105 32,175 2,513,682 SH   SOLE   2,188,000 0 325,682
ASURE SOFTWARE INC COM 04649U102 6,564 464,875 SH   SOLE   397,563 0 67,312
AT HOME GROUP INC COM 04650Y100 1,495 49,182 SH   SOLE   27,839 0 21,343
ATLAS AIR WORLDWIDE HOLDINGS COM 049164205 4,189 71,424 SH   SOLE   61,076 0 10,348
ATLASSIAN CORP PLC-CLASS A ADR G06242104 1,933 42,465 SH   SOLE   28,426 0 14,039
ATMOS ENERGY CORP COM 049560105 481 5,600 SH   SOLE   0 0 5,600
AUDENTES THERAPEUTICS INC COM 05070R104 5,916 189,299 SH   SOLE   162,023 0 27,276
AVALONBAY COMMUNITIES INC COM 053484101 1,338 7,500 SH   SOLE   2,446 0 5,054
AXOGEN INC COM 05463X106 19,042 672,862 SH   SOLE   551,812 0 121,050
AXT INC COM 00246W103 3,428 394,003 SH   SOLE   337,223 0 56,780
BAIDU INC - SPON ADR ADR 056752108 19,615 83,750 SH   SOLE   60,967 0 22,783
BANCO MACRO SA-ADR ADR 05961W105 324 2,794 SH   SOLE   2,794 0 0
BAXTER INTERNATIONAL INC COM 071813109 420 6,504 SH   SOLE   0 0 6,504
BB&T CORP COM 054937107 4,706 94,658 SH   SOLE   94,658 0 0
BECTON DICKINSON AND CO PFD 075887208 1,737 30,000 SH   SOLE   30,000 0 0
BITAUTO HOLDINGS LTD-ADR ADR 091727107 2,872 90,325 SH   SOLE   90,325 0 0
BLACKROCK INC COM 09247X101 428 833 SH   SOLE   0 0 833
BLUEBIRD BIO INC COM 09609G100 243 1,363 SH   SOLE   190 0 1,173
BLUEGREEN VACATIONS CORP COM 09629F108 5,518 302,164 SH   SOLE   258,446 0 43,718
BLUEPRINT MEDICINES CORP COM 09627Y109 21,195 281,060 SH   SOLE   244,863 0 36,197
BOEING CO/THE COM 097023105 248 841 SH   SOLE   0 0 841
BOINGO WIRELESS INC COM 09739C102 11,523 512,119 SH   SOLE   425,007 0 87,112
BOOT BARN HOLDINGS INC COM 099406100 3,458 208,202 SH   SOLE   178,059 0 30,143
BOSTON BEER COMPANY INC-A COM 100557107 870 4,555 SH   SOLE   3,009 0 1,546
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 1,769 18,823 SH   SOLE   13,886 0 4,937
BROADCOM LTD ADR Y09827109 807 3,142 SH   SOLE   0 0 3,142
BROOKFIELD INFRASTRUCTURE PA ADR G16252101 672 15,000 SH   SOLE   0 0 15,000
BROOKFIELD RENEWABLE PARTNER ADR G16258108 524 15,000 SH   SOLE   0 0 15,000
BUILDERS FIRSTSOURCE INC COM 12008R107 12,574 577,064 SH   SOLE   495,371 0 81,693
BURLINGTON STORES INC COM 122017106 645 5,240 SH   SOLE   4,578 0 662
BWX TECHNOLOGIES INC COM 05605H100 1,293 21,380 SH   SOLE   18,679 0 2,701
CABOT OIL & GAS CORP COM 127097103 498 17,400 SH   SOLE   0 0 17,400
CALAMP CORP COM 128126109 2,098 97,909 SH   SOLE   83,630 0 14,279
CALAVO GROWERS INC COM 128246105 7,765 92,008 SH   SOLE   78,701 0 13,307
CALLAWAY GOLF COMPANY COM 131193104 11,559 829,776 SH   SOLE   683,208 0 146,568
CALLON PETROLEUM CO COM 13123X102 1,481 121,930 SH   SOLE   72,044 0 49,886
CAMDEN PROPERTY TRUST COM 133131102 672 7,300 SH   SOLE   2,485 0 4,815
CAMPING WORLD HOLDINGS INC-A COM 13462K109 6,464 144,515 SH   SOLE   73,649 0 70,866
CANADA GOOSE HOLDINGS-W/I ADR 135086106 12,217 387,094 SH   SOLE   216,117 0 170,977
CAREER EDUCATION CORP COM 141665109 2,969 245,773 SH   SOLE   210,239 0 35,534
CARGURUS INC COM 141788109 1,733 57,792 SH   SOLE   42,712 0 15,080
CARTER'S INC COM 146229109 412 3,505 SH   SOLE   489 0 3,016
CASELLA WASTE SYSTEMS INC-A COM 147448104 7,025 305,153 SH   SOLE   261,019 0 44,134
CATALENT INC COM 148806102 2,051 49,917 SH   SOLE   30,027 0 19,890
CATALYST PHARMACEUTICALS INC COM 14888U101 4,812 1,230,787 SH   SOLE   1,078,503 0 152,284
CATERPILLAR INC COM 149123101 274 1,739 SH   SOLE   0 0 1,739
CBRE GROUP INC - A COM 12504L109 205 4,730 SH   SOLE   0 0 4,730
CENTENNIAL RESOURCE DEVELOPMENT - A COM 15136A102 1,147 57,927 SH   SOLE   50,614 0 7,313
CENTERPOINT ENERGY INC COM 15189T107 433 15,273 SH   SOLE   0 0 15,273
CENTRAL GARDEN & PET CO COM 153527106 2,119 54,439 SH   SOLE   36,009 0 18,430
CENTURY CASINOS INC COM 156492100 6,294 689,406 SH   SOLE   585,135 0 104,271
CHEFS' WAREHOUSE INC/THE COM 163086101 2,900 141,475 SH   SOLE   120,917 0 20,558
CHEGG INC COM 163092109 10,810 662,389 SH   SOLE   546,458 0 115,931
CHEVRON CORP COM 166764100 501 4,000 SH   SOLE   0 0 4,000
CHILDREN'S PLACE INC/THE COM 168905107 2,224 15,300 SH   SOLE   10,135 0 5,165
CHINA LODGING GROUP-SPON ADS ADR 16949N109 5,185 35,903 SH   SOLE   16,903 0 19,000
CIA DE MINAS BUENAVENTUR-ADR ADR 204448104 28,038 1,991,349 SH   SOLE   1,449,391 0 541,958
CIGNA CORP COM 125509109 320 1,576 SH   SOLE   0 0 1,576
CINTAS CORP COM 172908105 1,290 8,278 SH   SOLE   7,231 0 1,047
CITI TRENDS INC COM 17306X102 3,031 114,553 SH   SOLE   97,970 0 16,583
CITIGROUP INC COM 172967424 486 6,530 SH   SOLE   0 0 6,530
CIVITAS SOLUTIONS INC COM 17887R102 283 16,569 SH   SOLE   0 0 16,569
CLEMENTIA PHARMACEUTICALS IN ADR 185575107 16,366 862,279 SH   SOLE   804,334 0 57,945
CLIFTON BANCORP INC COM 186873105 933 54,575 SH   SOLE   0 0 54,575
COGNIZANT TECH SOLUTIONS-A COM 192446102 215 3,024 SH   SOLE   0 0 3,024
COLUMBUS MCKINNON CORP/NY COM 199333105 5,519 138,045 SH   SOLE   118,036 0 20,009
COMCAST CORP-CLASS A COM 20030N101 216 5,384 SH   SOLE   0 0 5,384
COMERICA INC COM 200340107 209 2,403 SH   SOLE   0 0 2,403
COMMUNITY HEALTHCARE TRUST I COM 20369C106 261 9,290 SH   SOLE   0 0 9,290
CONCERT PHARMACEUTICALS INC COM 206022105 2,587 100,000 SH   SOLE   100,000 0 0
CONN'S INC COM 208242107 7,803 219,480 SH   SOLE   187,776 0 31,704
CONOCOPHILLIPS COM 20825C104 505 9,200 SH   SOLE   0 0 9,200
CONTROL4 CORP COM 21240D107 3,990 134,073 SH   SOLE   105,475 0 28,598
COPART INC COM 217204106 1,330 30,801 SH   SOLE   26,911 0 3,890
COSTAR GROUP INC COM 22160N109 1,747 5,883 SH   SOLE   5,139 0 744
CREDICORP LTD ADR G2519Y108 20,935 100,924 SH   SOLE   71,368 0 29,556
CROCS INC COM 227046109 8,162 645,746 SH   SOLE   552,245 0 93,501
CROWN CASTLE INTL CORP COM 22822V101 2,187 19,700 SH   SOLE   4,272 0 15,428
CRYOLIFE INC COM 228903100 4,253 222,100 SH   SOLE   189,807 0 32,293
CYRUSONE INC COM 23283R100 3,655 61,390 SH   SOLE   17,615 0 43,775
DCP MIDSTREAM LP COM 23311P100 2,775 76,390 SH   SOLE   0 0 76,390
DELPHI TECHNOLOGIES PLC ADR G2709G107 229 4,365 SH   SOLE   0 0 4,365
DEPOMED INC COM 249908104 266 33,012 SH   SOLE   4,607 0 28,405
DEVON ENERGY CORPORATION COM 25179M103 497 12,000 SH   SOLE   0 0 12,000
DIAMONDBACK ENERGY INC COM 25278X109 1,273 10,084 SH   SOLE   5,528 0 4,556
DIAMONDROCK HOSPITALITY CO COM 252784301 418 36,980 SH   SOLE   10,937 0 26,043
DIGITAL REALTY TRUST INC COM 253868103 1,781 15,640 SH   SOLE   4,970 0 10,670
DOMTAR CORP ADR 257559203 297 6,000 SH   SOLE   0 0 6,000
DONALDSON CO INC COM 257651109 902 18,417 SH   SOLE   16,091 0 2,326
DR HORTON INC COM 23331A109 854 16,716 SH   SOLE   14,605 0 2,111
EAGLE MATERIALS INC COM 26969P108 14,539 128,323 SH   SOLE   116,342 0 11,981
EASTERLY GOVERNMENT PROPERTI COM 27616P103 6,903 323,498 SH   SOLE   83,901 0 239,597
EASTMAN CHEMICAL CO COM 277432100 316 3,415 SH   SOLE   0 0 3,415
EATON CORP PLC ADR G29183103 234 2,959 SH   SOLE   0 0 2,959
ELDORADO RESORTS INC COM 28470R102 16,973 512,007 SH   SOLE   416,912 0 95,095
EMCOR GROUP INC COM 29084Q100 286 3,500 SH   SOLE   488 0 3,012
ENERGY RECOVERY INC COM 29270J100 4,456 509,209 SH   SOLE   435,566 0 73,643
ENERGY TRANSFER PARTNERS LP COM 29278N103 8,677 484,210 SH   SOLE   0 0 484,210
ENTERGY CORP COM 29364G103 487 5,980 SH   SOLE   0 0 5,980
ENTERPRISE PRODUCTS PARTNERS COM 293792107 7,085 267,250 SH   SOLE   0 0 267,250
ENVESTNET INC COM 29404K106 1,970 39,513 SH   SOLE   26,154 0 13,359
EPAM SYSTEMS INC COM 29414B104 6,984 65,009 SH   SOLE   43,813 0 21,196
EQT MIDSTREAM PARTNERS LP COM 26885B100 5,464 74,746 SH   SOLE   0 0 74,746
EQUINIX INC COM 29444U700 3,327 7,340 SH   SOLE   2,142 0 5,198
EQUITY LIFESTYLE PROPERTIES COM 29472R108 1,335 15,000 SH   SOLE   5,126 0 9,874
ESSENT GROUP LTD ADR G3198U102 3,204 73,783 SH   SOLE   54,510 0 19,273
ETSY INC COM 29786A106 314 15,370 SH   SOLE   2,145 0 13,225
EVERBRIDGE INC COM 29978A104 18,821 633,280 SH   SOLE   427,895 0 205,385
EVERI HOLDINGS INC COM 30034T103 7,709 1,022,384 SH   SOLE   868,527 0 153,857
EVERSOURCE ENERGY COM 30040W108 379 6,000 SH   SOLE   0 0 6,000
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2,354 99,291 SH   SOLE   73,936 0 25,355
EXACT SCIENCES CORP COM 30063P105 3,048 58,008 SH   SOLE   42,651 0 15,357
EXELON CORP COM 30161N101 479 12,160 SH   SOLE   0 0 12,160
EXTRACTION OIL & GAS LLC COM 30227M105 1,429 99,844 SH   SOLE   49,964 0 49,880
EXXON MOBIL CORP COM 30231G102 853 10,201 SH   SOLE   0 0 10,201
FEDERAL SIGNAL CORP COM 313855108 4,581 228,030 SH   SOLE   195,010 0 33,020
FERRO CORP COM 315405100 7,863 333,340 SH   SOLE   269,589 0 63,751
FERROGLOBE PLC ADR G33856108 2,060 127,137 SH   SOLE   84,226 0 42,911
FGL HOLDINGS COM G3402M102 21,432 2,128,345 SH   SOLE   2,102,345 0 26,000
FIRST INTERNET BANCORP COM 320557101 713 18,689 SH   SOLE   2,608 0 16,081
FIVE BELOW COM 33829M101 3,203 48,302 SH   SOLE   24,297 0 24,005
FIVE9 INC COM 338307101 12,640 508,047 SH   SOLE   420,222 0 87,825
FLOOR & DECOR HOLDINGS INC-A COM 339750101 268 5,500 SH   SOLE   770 0 4,730
FOAMIX PHARMACEUTICALS LTD ADR M46135105 3,294 548,042 SH   SOLE   468,556 0 79,486
FORESCOUT TECHNOLOGIES INC COM 34553D101 9,055 283,934 SH   SOLE   232,833 0 51,101
FORTIVE CORP COM 34959J108 477 6,589 SH   SOLE   0 0 6,589
FOUNDATION BUILDING MATERIAL COM 350392106 7,894 533,738 SH   SOLE   456,517 0 77,221
FOUR CORNERS PROPERTY TRUST COM 35086T109 4,572 177,890 SH   SOLE   47,652 0 130,238
FREEPORT-MCMORAN INC COM 35671D857 223 11,755 SH   SOLE   0 0 11,755
FRESHPET INC COM 358039105 10,693 564,250 SH   SOLE   482,686 0 81,564
G-III APPAREL GROUP LTD COM 36237H101 8,360 226,611 SH   SOLE   186,864 0 39,747
GAMING AND LEISURE PROPERTIE COM 36467J108 3,230 87,294 SH   SOLE   24,676 0 62,618
GARDNER DENVER HOLDINGS INC COM 36555P107 1,575 46,429 SH   SOLE   29,719 0 16,710
GARMIN LTD ADR H2906T109 1,117 18,745 SH   SOLE   9,388 0 9,357
GASLOG LTD ADR G37585109 2,745 123,382 SH   SOLE   105,599 0 17,783
GDS HOLDINGS LTD - ADR ADR 36165L108 11,469 509,037 SH   SOLE   260,596 0 248,441
GENERAL MOTORS CO COM 37045V100 10,371 253,017 SH   SOLE   253,017 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 9,784 248,629 SH   SOLE   205,053 0 43,576
GLOBAL PAYMENTS INC COM 37940X102 627 6,257 SH   SOLE   5,465 0 792
GLOBAL X MSCI ARGENTINA ETF COM 37950E259 1,377 39,000 SH   SOLE   5,077 0 33,923
GMS INC COM 36251C103 10,798 286,885 SH   SOLE   231,474 0 55,411
GOLDEN ENTERTAINMENT INC COM 381013101 5,480 167,838 SH   SOLE   142,551 0 25,287
GRACO INC COM 384109104 628 13,886 SH   SOLE   12,131 0 1,755
GRAND CANYON EDUCATION INC COM 38526M106 3,878 43,312 SH   SOLE   31,706 0 11,606
GREEN DOT CORP-CLASS A COM 39304D102 2,245 37,247 SH   SOLE   22,662 0 14,585
GROUP 1 AUTOMOTIVE INC COM 398905109 3,528 49,711 SH   SOLE   49,711 0 0
GRUBHUB INC COM 400110102 1,810 25,212 SH   SOLE   16,705 0 8,507
GRUPO FINANCIERO GALICIA-ADR ADR 399909100 24,477 371,713 SH   SOLE   225,359 0 146,354
GRUPO SUPERVIELLE SA-SP ADR ADR 40054A108 5,446 185,752 SH   SOLE   161,436 0 24,316
GTT COMMUNICATIONS INC COM 362393100 22,387 476,833 SH   SOLE   392,096 0 84,737
GUIDEWIRE SOFTWARE INC COM 40171V100 544 7,327 SH   SOLE   6,403 0 924
H&E EQUIPMENT SERVICES INC COM 404030108 6,968 171,408 SH   SOLE   140,322 0 31,086
HARRIS CORP COM 413875105 332 2,343 SH   SOLE   0 0 2,343
HCP INC COM 40414L109 2,608 100,000 SH   SOLE   34,178 0 65,822
HDFC BANK LTD-ADR ADR 40415F101 86,346 849,280 SH   SOLE   594,613 0 254,667
HEALTHCARE REALTY TRUST INC COM 421946104 4,373 136,144 SH   SOLE   46,099 0 90,045
Healthcare Trust of America - CL A COM 42225P501 3,539 117,820 SH   SOLE   39,746 0 78,074
HEICO CORP COM 422806109 1,468 15,559 SH   SOLE   13,594 0 1,965
HILTON GRAND VACATIONS INC COM 43283X105 1,190 28,371 SH   SOLE   18,782 0 9,589
HOME DEPOT INC COM 437076102 208 1,098 SH   SOLE   0 0 1,098
HONEYWELL INTERNATIONAL INC COM 438516106 534 3,479 SH   SOLE   0 0 3,479
HUBBELL INC COM 443510607 363 2,680 SH   SOLE   0 0 2,680
HUNT (JB) TRANSPRT SVCS INC COM 445658107 276 2,400 SH   SOLE   340 0 2,060
HUNTINGTON BANCSHARES PFD 446150401 28,100 20,000 SH   SOLE   20,000 0 0
HUNTINGTON BANCSHARES INC COM 446150104 5,746 394,612 SH   SOLE   394,612 0 0
HUNTSMAN CORP COM 447011107 10,986 330,000 SH   SOLE   330,000 0 0
IAMGOLD CORP ADR 450913108 228 39,131 SH   SOLE   39,131 0 0
ICHOR HOLDINGS LTD COM G4740B105 2,814 114,383 SH   SOLE   97,816 0 16,567
ICICI BANK LTD-SPON ADR ADR 45104G104 310 31,852 SH   SOLE   31,852 0 0
IDEX CORP COM 45167R104 739 5,601 SH   SOLE   4,894 0 707
INGEVITY CORP COM 45688C107 2,047 29,046 SH   SOLE   14,775 0 14,271
INOGEN INC COM 45780L104 17,253 144,886 SH   SOLE   116,366 0 28,520
INSMED INC COM 457669307 1,032 33,108 SH   SOLE   21,903 0 11,205
INSULET CORP COM 45784P101 6,317 91,552 SH   SOLE   66,276 0 25,276
INTERNAP CORP COM 45885A409 5,052 321,576 SH   SOLE   275,051 0 46,525
INTERSECT ENT INC COM 46071F103 5,823 179,707 SH   SOLE   153,719 0 25,988
INTUITIVE SURGICAL INC COM 46120E602 1,387 3,800 SH   SOLE   3,319 0 481
INVESCO LTD COM G491BT108 218 5,963 SH   SOLE   0 0 5,963
INVESCO MORTGAGE CAPITAL COM 46131B100 3,940 220,993 SH   SOLE   59,013 0 161,980
INVESTORS BANCORP INC COM 46146L101 3,993 287,667 SH   SOLE   287,667 0 0
INVITATION HOMES INC COM 46187W107 3,589 152,253 SH   SOLE   72,183 0 80,070
IPG PHOTONICS CORP COM 44980X109 594 2,776 SH   SOLE   2,426 0 350
IRHYTHM TECHNOLOGIES INC COM 450056106 13,795 246,112 SH   SOLE   198,173 0 47,939
IRSA -SP ADR ADR 450047204 652 22,028 SH   SOLE   22,028 0 0
ISHARES 20 YEAR TREASURY BO COM 464287432 6,979 55,011 SH   SOLE   0 0 55,011
ISHARES FTSE CHINA 25 INDEX COM 464287184 836 18,114 SH   SOLE   18,114 0 0
ISHARES MSCI EMERGING MARKET COM 464287234 275 500,000 SH Put SOLE   500,000 0 0
ISHARES MSCI SOUTH KOREA ETF COM 464286772 851 11,356 SH   SOLE   6,131 0 5,225
ISHARES RUSSELL 2000 GROWTH COM 464287648 1,248 6,682 SH   SOLE   6,682 0 0
JACOBS ENGINEERING GROUP INC COM 469814107 866 13,122 SH   SOLE   11,468 0 1,654
JAGGED PEAK ENERGY INC COM 47009K107 260 16,490 SH   SOLE   2,301 0 14,189
JD.COM INC-ADR ADR 47215P106 33,381 805,917 SH   SOLE   573,066 0 232,851
JOHN BEAN TECHNOLOGIES CORP COM 477839104 2,687 24,253 SH   SOLE   17,384 0 6,869
JOHNSON & JOHNSON COM 478160104 464 3,319 SH   SOLE   0 0 3,319
JPMORGAN CHASE & CO COM 46625H100 433 4,048 SH   SOLE   0 0 4,048
KADANT INC COM 48282T104 5,492 54,698 SH   SOLE   46,784 0 7,914
KEANE GROUP INC COM 48669A108 7,248 381,258 SH   SOLE   311,819 0 69,439
KEARNY FINANCIAL CORP/MD COM 48716P108 4,566 316,000 SH   SOLE   316,000 0 0
KEYCORP COM 493267108 4,797 237,820 SH   SOLE   237,820 0 0
KINDER MORGAN INC COM 49456B101 4,577 253,294 SH   SOLE   0 0 253,294
KINSALE CAPITAL GROUP INC COM 49714P108 5,088 113,075 SH   SOLE   96,721 0 16,354
KLA-TENCOR CORP COM 482480100 674 6,418 SH   SOLE   5,609 0 809
KMG CHEMICALS INC COM 482564101 7,862 118,981 SH   SOLE   101,759 0 17,222
Knight-Swift Transportation Holdings Inc COM 499049104 1,789 40,909 SH   SOLE   30,432 0 10,477
KOHLS CORP COM 500255104 368 6,785 SH   SOLE   0 0 6,785
KRANESHARES CSI CHINA INTERN COM 500767306 252 4,300 SH   SOLE   0 0 4,300
KRATOS DEFENSE & SECURITY COM 50077B207 4,303 406,286 SH   SOLE   347,411 0 58,875
LAM RESEARCH CORP COM 512807108 368 1,999 SH   SOLE   0 0 1,999
LAMB WESTON HOLDINGS INC COM 513272104 1,860 32,946 SH   SOLE   20,273 0 12,673
LCI INDUSTRIES COM 50189K103 1,886 14,507 SH   SOLE   9,608 0 4,899
LEAR CORP COM 521865204 418 2,366 SH   SOLE   0 0 2,366
LEIDOS HOLDINGS INC COM 525327102 270 4,181 SH   SOLE   0 0 4,181
LEMAITRE VASCULAR INC COM 525558201 3,568 112,069 SH   SOLE   95,868 0 16,201
LendingTree Inc COM 52603B107 2,573 7,559 SH   SOLE   5,009 0 2,550
LIVE NATION ENTERTAINMENT IN COM 538034109 2,211 51,935 SH   SOLE   38,637 0 13,298
LIVE OAK BANCSHARES INC COM 53803X105 14,711 616,811 SH   SOLE   509,257 0 107,554
LOGMEIN INC COM 54142L109 5,086 44,417 SH   SOLE   10,428 0 33,989
LOMA NEGRA CIA INDUSTRIAL AR ADR 54150E104 4,384 190,293 SH   SOLE   155,677 0 34,616
LOXO ONCOLOGY INC COM 548862101 48,361 574,495 SH   SOLE   519,252 0 55,243
LULULEMON ATHLETICA INC ADR 550021109 776 9,873 SH   SOLE   8,624 0 1,249
LUMBER LIQUIDATORS HOLDINGS COM 55003T107 3,462 110,286 SH   SOLE   94,324 0 15,962
LYONDELLBASELL INDU-CL A ADR N53745100 261 2,362 SH   SOLE   0 0 2,362
M & T BANK CORP COM 55261F104 4,332 25,333 SH   SOLE   25,333 0 0
MALIBU BOATS INC - A COM 56117J100 12,153 408,783 SH   SOLE   339,954 0 68,829
MARATHON PETROLEUM CORP COM 56585A102 453 6,861 SH   SOLE   0 0 6,861
MARKETAXESS HOLDINGS INC COM 57060D108 422 2,090 SH   SOLE   1,826 0 264
MARRIOTT INTERNATIONAL -CL A COM 571903202 336 2,475 SH   SOLE   0 0 2,475
MARTIN MARIETTA MATERIALS COM 573284106 6,830 30,900 SH   SOLE   30,900 0 0
MARVELL TECHNOLOGY GROUP LTD ADR G5876H105 568 26,460 SH   SOLE   23,121 0 3,339
MASCO CORP COM 574599106 1,599 36,382 SH   SOLE   21,779 0 14,603
MASTEC INC COM 576323109 2,463 50,324 SH   SOLE   37,169 0 13,155
MASTERCARD INC-CLASS A COM 57636Q104 555 3,664 SH   SOLE   0 0 3,664
MATADOR RESOURCES CO COM 576485205 202 6,500 SH   SOLE   908 0 5,592
MATERIALISE NV-ADR ADR 57667T100 4,267 335,694 SH   SOLE   277,221 0 58,473
MCBC HOLDINGS INC COM 55276F107 5,957 268,082 SH   SOLE   229,296 0 38,786
MCHP 1 5/8 02/15/25 NOTE 595017AD6 26,729 15,700,000 PRN   SOLE   0 0 15,700,000
MEDICAL PROPERTIES TRUST INC COM 58463J304 4,562 331,039 SH   SOLE   110,750 0 220,289
MEDIDATA SOLUTIONS INC COM 58471A105 973 15,355 SH   SOLE   10,167 0 5,188
MEDIFAST INC COM 58470H101 3,295 47,200 SH   SOLE   40,371 0 6,829
MERCADOLIBRE INC ADR 58733R102 31,375 99,711 SH   SOLE   72,163 0 27,548
MERCURY SYSTEMS INC COM 589378108 11,883 231,405 SH   SOLE   182,695 0 48,710
MERITOR INC COM 59001K100 911 38,841 SH   SOLE   25,683 0 13,158
MESABI TRUST COM 590672101 1,382 54,964 SH   SOLE   7,670 0 47,294
META FINANCIAL GROUP INC COM 59100U108 7,026 75,838 SH   SOLE   64,838 0 11,000
METTLER-TOLEDO INTERNATIONAL COM 592688105 1,279 2,064 SH   SOLE   1,802 0 262
MGM GROWTH PROPERTIES LLC-A COM 55303A105 6,094 209,048 SH   SOLE   50,850 0 158,198
MGP INGREDIENTS INC COM 55303J106 9,015 117,262 SH   SOLE   96,108 0 21,154
MICROSOFT CORP COM 594918104 1,139 13,321 SH   SOLE   0 0 13,321
MIMECAST LTD ADR G14838109 9,319 325,030 SH   SOLE   267,895 0 57,135
MODINE MANUFACTURING CO COM 607828100 9,066 448,810 SH   SOLE   383,826 0 64,984
MONARCH CASINO & RESORT INC COM 609027107 2,727 60,848 SH   SOLE   51,677 0 9,171
MONMOUTH REIT-CLASS A COM 609720107 6,876 386,266 SH   SOLE   330,297 0 55,969
MONOLITHIC POWER SYSTEMS INC COM 609839105 1,659 14,764 SH   SOLE   10,922 0 3,842
MONSTER BEVERAGE CORP COM 61174X109 821 12,974 SH   SOLE   0 0 12,974
MOVADO GROUP INC COM 624580106 4,568 141,855 SH   SOLE   121,316 0 20,539
MPLX LP COM 55336V100 5,849 164,909 SH   SOLE   0 0 164,909
MSCI INC COM 55354G100 1,027 8,118 SH   SOLE   7,091 0 1,027
MTGE Investment Corp COM 55378A105 1,913 103,406 SH   SOLE   27,743 0 75,663
MYOKARDIA INC COM 62857M105 10,328 245,311 SH   SOLE   201,595 0 43,716
NATERA INC COM 632307104 9,320 1,036,706 SH   SOLE   959,922 0 76,784
NATIONAL RETAIL PROPERTIES COM 637417106 1,393 32,300 SH   SOLE   10,874 0 21,426
NATIONAL VISION HOLDINGS INC COM 63845R107 910 22,410 SH   SOLE   3,147 0 19,263
NATL HEALTH INVESTORS INC COM 63633D104 1,048 13,900 SH   SOLE   3,029 0 10,871
NCI BUILDING SYSTEMS INC COM 628852204 8,081 418,712 SH   SOLE   341,592 0 77,120
NEKTAR THERAPEUTICS COM 640268108 350 5,867 SH   SOLE   819 0 5,048
NETAPP INC COM 64110D104 761 13,751 SH   SOLE   12,014 0 1,737
NETEASE INC-ADR ADR 64110W102 7,141 20,693 SH   SOLE   15,064 0 5,629
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,026 13,226 SH   SOLE   11,560 0 1,666
NEW ORIENTAL EDUCATIO-SP ADR ADR 647581107 33,663 358,116 SH   SOLE   260,531 0 97,585
NEW RESIDENTIAL INVESTMENT COM 64828T201 1,957 109,429 SH   SOLE   36,972 0 72,457
NEXA RESOURCES SA ADR L67359106 4,322 220,384 SH   SOLE   220,384 0 0
NEXTERA ENERGY PARTNERS LP COM 65341B106 1,325 30,740 SH   SOLE   0 0 30,740
NGL ENERGY PARTNERS LP COM 62913M107 954 67,920 SH   SOLE   0 0 67,920
NISOURCE INC COM 65473P105 370 14,400 SH   SOLE   0 0 14,400
NMI HOLDINGS INC-CLASS A COM 629209305 8,288 487,511 SH   SOLE   416,862 0 70,649
NN INC COM 629337106 4,205 152,339 SH   SOLE   130,252 0 22,087
NOBLE ENERGY INC COM 655044105 504 17,290 SH   SOLE   0 0 17,290
NOBLE MIDSTREAM PARTNERS LP COM 65506L105 2,413 48,269 SH   SOLE   0 0 48,269
NORDSON CORP COM 655663102 652 4,454 SH   SOLE   3,884 0 570
NOVA MEASURING INSTRUMENTS ADR M7516K103 4,259 164,382 SH   SOLE   140,622 0 23,760
NRG YIELD INC-CLASS C COM 62942X405 719 38,064 SH   SOLE   0 0 38,064
NUTANIX INC - A COM 67059N108 10,571 299,621 SH   SOLE   135,433 0 164,188
NV5 GLOBAL INC COM 62945V109 3,975 73,413 SH   SOLE   62,778 0 10,635
NXP SEMICONDUCTORS NV ADR N6596X109 78,052 666,598 SH   SOLE   664,481 0 2,117
OCEANFIRST FINANCIAL CORP COM 675234108 10,165 387,229 SH   SOLE   387,229 0 0
OLD DOMINION FREIGHT LINE COM 679580100 2,791 21,216 SH   SOLE   15,071 0 6,145
ON SEMICONDUCTOR CORPORATION COM 682189105 1,880 89,765 SH   SOLE   65,365 0 24,400
ONE GAS INC COM 68235P108 484 6,600 SH   SOLE   0 0 6,600
ONEOK INC COM 682680103 1,845 34,513 SH   SOLE   0 0 34,513
OPTINOSE INC COM 68404V100 5,521 292,098 SH   SOLE   237,611 0 54,487
ORITANI FINANCIAL CORP COM 68633D103 5,488 334,610 SH   SOLE   334,610 0 0
ORTHOPEDIATRICS CORP COM 68752L100 7,682 400,307 SH   SOLE   342,442 0 57,865
OSHKOSH CORP COM 688239201 1,983 21,819 SH   SOLE   13,777 0 8,042
OVID THERAPEUTICS INC COM 690469101 2,682 271,697 SH   SOLE   232,089 0 39,608
PACIFIC PREMIER BANCORP INC COM 69478X105 1,534 38,348 SH   SOLE   25,360 0 12,988
PACKAGING CORP OF AMERICA COM 695156109 645 5,350 SH   SOLE   4,675 0 675
PAMPA ENERGIA SA-SPON ADR ADR 697660207 2,592 38,521 SH   SOLE   38,521 0 0
PARK HOTELS & RESORTS INC COM 700517105 202 7,031 SH   SOLE   0 0 7,031
PATRICK INDUSTRIES INC COM 703343103 17,005 244,859 SH   SOLE   196,342 0 48,517
PENN NATIONAL GAMING INC COM 707569109 3,239 103,396 SH   SOLE   76,506 0 26,890
PEPSICO INC COM 713448108 437 3,647 SH   SOLE   0 0 3,647
PETROLEO BRASILEIRO S.A.-ADR ADR 71654V408 326 31,715 SH   SOLE   31,715 0 0
PFIZER INC COM 717081103 416 11,495 SH   SOLE   0 0 11,495
PGT INC COM 69336V101 6,377 378,484 SH   SOLE   323,654 0 54,830
PHILIP MORRIS INTERNATIONAL COM 718172109 397 3,760 SH   SOLE   0 0 3,760
PHYSICIANS REALTY TRUST COM 71943U104 3,225 179,260 SH   SOLE   49,883 0 129,377
PLAINS ALL AMER PIPELINE LP COM 726503105 4,829 233,960 SH   SOLE   0 0 233,960
PLAINS GP HOLDINGS LP-CL A COM 72651A207 571 26,000 SH   SOLE   3,630 0 22,370
PLANET FITNESS INC - CL A COM 72703H101 3,761 108,595 SH   SOLE   80,507 0 28,088
PNC FINANCIAL SERVICES GROUP COM 693475105 235 1,630 SH   SOLE   0 0 1,630
POLARIS INDUSTRIES INC COM 731068102 1,837 14,812 SH   SOLE   9,310 0 5,502
POOL CORP COM 73278L105 2,469 19,047 SH   SOLE   14,572 0 4,475
POSCO-ADR ADR 693483109 2,777 35,539 SH   SOLE   35,539 0 0
POWERSHARES INDIA PORTFOLIO COM 73935L100 1,209 45,810 SH   SOLE   45,810 0 0
PREFERRED BANK/LOS ANGELES COM 740367404 10,853 184,640 SH   SOLE   157,951 0 26,689
PRICELINE GROUP INC/THE COM 741503403 207 119 SH   SOLE   0 0 119
PRIMO WATER CORP COM 74165N105 166 13,226 SH   SOLE   1,846 0 11,380
PRINCIPAL FINANCIAL GROUP COM 74251V102 394 5,582 SH   SOLE   0 0 5,582
PROCTER & GAMBLE CO/THE COM 742718109 404 4,402 SH   SOLE   0 0 4,402
PROGRESSIVE CORP COM 743315103 399 7,087 SH   SOLE   0 0 7,087
PROLOGIS INC COM 74340W103 423 6,550 SH   SOLE   0 0 6,550
PROOFPOINT INC COM 743424103 5,463 61,517 SH   SOLE   25,337 0 36,180
PROPETRO HOLDING CORP COM 74347M108 6,636 329,153 SH   SOLE   257,303 0 71,850
PULTEGROUP INC COM 745867101 803 24,149 SH   SOLE   21,101 0 3,048
PURE STORAGE INC - CLASS A COM 74624M102 2,064 130,126 SH   SOLE   86,243 0 43,883
PVH CORP COM 693656100 1,040 7,576 SH   SOLE   6,620 0 956
Q2 HOLDINGS INC COM 74736L109 6,532 177,272 SH   SOLE   144,455 0 32,817
QAD INC-A COM 74727D306 263 6,774 SH   SOLE   946 0 5,828
QTS REALTY TRUST INC-CL A COM 74736A103 2,362 43,608 SH   SOLE   27,556 0 16,052
QUANTA SERVICES INC COM 74762E102 7,500 191,760 SH   SOLE   178,900 0 12,860
QUINSTREET INC COM 74874Q100 3,984 475,460 SH   SOLE   406,600 0 68,860
RADCOM LTD ADR M81865111 5,101 256,988 SH   SOLE   219,832 0 37,156
RAYMOND JAMES FINANCIAL INC COM 754730109 515 5,763 SH   SOLE   0 0 5,763
RAYONIER INC COM 754907103 368 11,619 SH   SOLE   0 0 11,619
REALTY INCOME CORP COM 756109104 1,376 24,130 SH   SOLE   8,203 0 15,927
RED ROCK RESORTS INC-CLASS A COM 75700L108 1,876 55,605 SH   SOLE   41,117 0 14,488
REDFIN CORP COM 75737F108 404 12,902 SH   SOLE   1,806 0 11,096
RENT-A-CENTER INC COM 76009N100 1,554 140,000 SH   SOLE   140,000 0 0
REXFORD INDUSTRIAL REALTY IN COM 76169C100 1,975 67,729 SH   SOLE   51,465 0 16,264
RING ENERGY INC COM 76680V108 5,569 400,669 SH   SOLE   342,569 0 58,100
RINGCENTRAL INC-CLASS A COM 76680R206 12,399 256,183 SH   SOLE   114,924 0 141,259
ROKU INC COM 77543R102 5,093 98,354 SH   SOLE   68,972 0 29,382
ROYAL GOLD INC COM 780287108 425 5,176 SH   SOLE   0 0 5,176
RUSH ENTERPRISES INC-CL A COM 781846209 1,805 35,523 SH   SOLE   23,500 0 12,023
RYMAN HOSPITALITY PROPERTIES COM 78377T107 452 6,550 SH   SOLE   2,214 0 4,336
S&P GLOBAL INC COM 78409V104 385 2,275 SH   SOLE   0 0 2,275
SAGE THERAPEUTICS INC COM 78667J108 1,579 9,589 SH   SOLE   7,078 0 2,511
SAIA INC COM 78709Y105 13,466 190,333 SH   SOLE   155,082 0 35,251
SAREPTA THERAPEUTICS INC COM 803607100 4,477 80,466 SH   SOLE   59,141 0 21,325
SCHNITZER STEEL INDS INC-A COM 806882106 2,686 80,169 SH   SOLE   68,566 0 11,603
SEACOAST BANKING CORP/FL COM 811707801 6,508 258,150 SH   SOLE   205,180 0 52,970
SELECT INCOME REIT COM 81618T100 3,199 127,310 SH   SOLE   36,491 0 90,819
SERVICEMASTER GLOBAL HOLDING COM 81761R109 394 7,686 SH   SOLE   0 0 7,686
SERVICENOW INC COM 81762P102 1,072 8,222 SH   SOLE   0 0 8,222
SHOPIFY INC - A ADR 82509L107 2,577 25,510 SH   SOLE   3,854 0 21,656
SIENTRA INC COM 82621J105 4,341 308,741 SH   SOLE   263,754 0 44,987
SILICOM LTD ADR M84116108 6,160 87,860 SH   SOLE   75,146 0 12,714
SILICON MOTION TECHNOL-ADR ADR 82706C108 38,132 720,011 SH   SOLE   561,736 0 158,275
SIMPSON MANUFACTURING CO INC COM 829073105 373 6,489 SH   SOLE   906 0 5,583
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 6,964 90,791 SH   SOLE   74,939 0 15,852
SKECHERS USA INC-CL A COM 830566105 1,542 40,742 SH   SOLE   27,736 0 13,006
SKYWEST INC COM 830879102 1,254 23,615 SH   SOLE   15,628 0 7,987
SMART GLOBAL HOLDINGS INC COM G8232Y101 21,374 634,250 SH   SOLE   523,755 0 110,495
SMART SAND INC COM 83191H107 333 38,400 SH   SOLE   5,359 0 33,041
SMITH (A.O.) CORP COM 831865209 1,188 19,385 SH   SOLE   16,936 0 2,449
SODASTREAM INTERNATIONAL LTD ADR M9068E105 7,130 101,360 SH   SOLE   76,096 0 25,264
SOLAREDGE TECHNOLOGIES INC ADR 83417M104 13,466 358,611 SH   SOLE   281,085 0 77,526
SOLARIS OILFIELD INFRAST-A COM 83418M103 13,903 649,378 SH   SOLE   535,729 0 113,649
SOUTHWEST GAS HOLDINGS INC COM 844895102 467 5,800 SH   SOLE   0 0 5,800
SPARTAN MOTORS INC COM 846819100 4,828 306,556 SH   SOLE   262,069 0 44,487
SPDR S&P 500 ETF TRUST COM 78462F103 666 2,497 SH   SOLE   0 0 2,497
SPDR S&P OIL & GAS EXP & PR COM 78464A730 208 5,606 SH   SOLE   0 0 5,606
SPDR S&P RETAIL ETF COM 78464A714 266 5,877 SH   SOLE   820 0 5,057
SPECTRA ENERGY PARTNERS LP COM 84756N109 8,057 203,779 SH   SOLE   0 0 203,779
SPLUNK INC COM 848637104 1,411 17,036 SH   SOLE   14,881 0 2,155
SQUARE INC - A COM 852234103 441 12,725 SH   SOLE   11,120 0 1,605
STAAR SURGICAL CO COM 852312305 292 18,863 SH   SOLE   2,633 0 16,230
STANLEY BLACK & DECKER INC COM 854502101 276 1,628 SH   SOLE   0 0 1,628
STAR BULK CARRIERS CORP ADR Y8162K204 4,170 370,295 SH   SOLE   316,653 0 53,642
STEEL DYNAMICS INC COM 858119100 602 13,953 SH   SOLE   12,192 0 1,761
STERIS PLC ADR G84720104 241 2,760 SH   SOLE   0 0 2,760
STERLING BANCORP INC/MI COM 85917W102 5,818 458,086 SH   SOLE   391,800 0 66,286
STERLING CONSTRUCTION CO COM 859241101 6,503 399,446 SH   SOLE   341,482 0 57,964
STMICROELECTRONICS NV-NY SHS ADR 861012102 986 45,127 SH   SOLE   13,475 0 31,652
STONERIDGE INC COM 86183P102 5,765 252,204 SH   SOLE   215,648 0 36,556
STORE CAPITAL CORP COM 862121100 5,685 218,331 SH   SOLE   58,136 0 160,195
SUN COMMUNITIES INC COM 866674104 1,058 11,400 SH   SOLE   2,485 0 8,915
SVB FINANCIAL GROUP COM 78486Q101 1,911 8,174 SH   SOLE   5,804 0 2,370
SYNOPSYS INC COM 871607107 1,008 11,824 SH   SOLE   10,330 0 1,494
TABULA RASA HEALTHCARE INC COM 873379101 714 25,448 SH   SOLE   3,552 0 21,896
TACTILE SYSTEMS TECHNOLOGY I COM 87357P100 19,403 669,517 SH   SOLE   551,882 0 117,635
TAIWAN SEMICONDUCTOR-SP ADR ADR 874039100 97,040 2,447,424 SH   SOLE   1,773,461 0 673,963
TAL EDUCATION GROUP- ADR ADR 874080104 4,015 135,154 SH   SOLE   135,154 0 0
TALEND SA - ADR ADR 874224207 5,395 143,954 SH   SOLE   94,806 0 49,148
TARGA RESOURCES CORP COM 87612G101 3,139 64,830 SH   SOLE   1,676 0 63,154
TC PIPELINES LP COM 87233Q108 2,363 44,499 SH   SOLE   0 0 44,499
TEEKAY LNG PARTNERS LP ADR Y8564M105 322 16,000 SH   SOLE   0 0 16,000
TELADOC INC COM 87918A105 5,030 144,340 SH   SOLE   123,476 0 20,864
TELECOM ARGENTINA SA-SP ADR ADR 879273209 2,898 79,115 SH   SOLE   79,115 0 0
Tesla Inc COM 88160R101 2,899 9,312 SH   SOLE   0 0 9,312
THOR INDUSTRIES INC COM 885160101 4,659 30,912 SH   SOLE   13,061 0 17,851
TIME WARNER INC COM 887317303 378 4,134 SH   SOLE   0 0 4,134
TIVO CORP COM 88870P106 24,392 1,563,610 SH   SOLE   1,563,610 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 311 3,938 SH   SOLE   0 0 3,938
TOWER SEMICONDUCTOR LTD ADR M87915274 4,029 118,228 SH   SOLE   85,593 0 32,635
TRANSCANADA CORP ADR 89353D107 2,875 59,105 SH   SOLE   0 0 59,105
TRANSPORTADOR GAS SUR-SP B ADR 893870204 333 15,000 SH   SOLE   0 0 15,000
TREX COMPANY INC COM 89531P105 550 5,078 SH   SOLE   709 0 4,369
TRIMBLE NAVIGATION LTD COM 896239100 1,235 30,381 SH   SOLE   26,544 0 3,837
TRISTATE CAPITAL HLDGS INC COM 89678F100 4,013 174,472 SH   SOLE   149,111 0 25,361
TRIUMPH BANCORP INC COM 89679E300 5,246 166,535 SH   SOLE   142,442 0 24,093
TRUPANION INC COM 898202106 748 25,566 SH   SOLE   3,568 0 21,998
TUNIU CORP-SPON ADR ADR 89977P106 303 39,500 SH   SOLE   0 0 39,500
TWO HARBORS INVESTMENT CORP COM 90187B408 3,506 215,606 SH   SOLE   59,522 0 156,084
UDR INC COM 902653104 886 23,000 SH   SOLE   7,768 0 15,232
UNITED RENTALS INC COM 911363109 1,881 10,941 SH   SOLE   5,544 0 5,397
UNITEDHEALTH GROUP INC COM 91324P102 626 2,838 SH   SOLE   0 0 2,838
UNITI GROUP INC COM 91325V108 249 14,000 SH   SOLE   0 0 14,000
UNIVERSAL DISPLAY CORP COM 91347P105 6,211 35,977 SH   SOLE   4,420 0 31,557
UNUM GROUP COM 91529Y106 326 5,941 SH   SOLE   0 0 5,941
UPLAND SOFTWARE INC COM 91544A109 5,161 238,265 SH   SOLE   203,771 0 34,494
USA TECHNOLOGIES INC COM 90328S500 2,166 222,133 SH   SOLE   189,997 0 32,136
VAIL RESORTS INC COM 91879Q109 819 3,854 SH   SOLE   3,368 0 486
VALE SA-SP ADR ADR 91912E105 28,122 2,299,407 SH   SOLE   1,687,379 0 612,028
VALERO ENERGY CORP COM 91913Y100 400 4,347 SH   SOLE   0 0 4,347
VANTIV INC - CL A COM 92210H105 611 8,314 SH   SOLE   0 0 8,314
VARONIS SYSTEMS INC COM 922280102 12,128 249,804 SH   SOLE   201,158 0 48,646
VEDANTA LTD-ADR ADR 92242Y100 388 18,634 SH   SOLE   0 0 18,634
VENATOR MATERIALS PLC COM G9329Z100 11,530 521,246 SH   SOLE   483,074 0 38,172
VERISIGN INC COM 92343E102 249 2,173 SH   SOLE   0 0 2,173
VERTEX PHARMACEUTICALS INC COM 92532F100 313 2,088 SH   SOLE   0 0 2,088
VIPER ENERGY PARTNERS LP COM 92763M105 205 8,808 SH   SOLE   0 0 8,808
VIRTUSA CORP COM 92827P102 8,380 190,100 SH   SOLE   162,535 0 27,565
VISA INC-CLASS A SHARES COM 92826C839 636 5,580 SH   SOLE   0 0 5,580
VISTEON CORP COM 92839U206 3,054 24,403 SH   SOLE   18,331 0 6,072
VOCERA COMMUNICATIONS INC COM 92857F107 8,286 274,197 SH   SOLE   225,006 0 49,191
WABCO HOLDINGS INC COM 92927K102 1,405 9,791 SH   SOLE   7,508 0 2,283
WAL-MART STORES INC COM 931142103 255 2,579 SH   SOLE   0 0 2,579
WASTE CONNECTIONS INC ADR 94106B101 1,257 17,715 SH   SOLE   15,475 0 2,240
WATERSTONE FINANCIAL INC COM 94188P101 4,339 254,466 SH   SOLE   173,479 0 80,987
WELBILT INC COM 949090104 383 16,300 SH   SOLE   0 0 16,300
WESTERN ALLIANCE BANCORP COM 957638109 1,718 30,339 SH   SOLE   18,903 0 11,436
WESTERN UNION CO COM 959802109 271 14,274 SH   SOLE   0 0 14,274
WESTLAKE CHEMICAL CORP COM 960413102 1,010 9,480 SH   SOLE   8,287 0 1,193
WILLIAM LYON HOMES-CL A COM 552074700 6,020 207,012 SH   SOLE   161,045 0 45,967
WILLIAMS COS INC COM 969457100 4,306 141,215 SH   SOLE   0 0 141,215
WILLIAMS PARTNERS LP COM 96949L105 4,390 113,195 SH   SOLE   0 0 113,195
WINGSTOP INC COM 974155103 278 7,143 SH   SOLE   997 0 6,146
WINNEBAGO INDUSTRIES COM 974637100 16,265 292,537 SH   SOLE   231,956 0 60,581
WOLVERINE WORLD WIDE INC COM 978097103 4,721 148,086 SH   SOLE   109,730 0 38,356
WORKDAY INC-CLASS A COM 98138H101 1,123 11,041 SH   SOLE   7,639 0 3,402
XCEL ENERGY INC COM 98389B100 481 10,000 SH   SOLE   0 0 10,000
XPO LOGISTICS INC COM 983793100 34,551 377,233 SH   SOLE   345,385 0 31,848
XYLEM INC COM 98419M100 772 11,323 SH   SOLE   9,895 0 1,428
YANDEX NV-A ADR N97284108 26,635 813,295 SH   SOLE   576,092 0 237,203
YPF S.A.-SPONSORED ADR ADR 984245100 370 16,140 SH   SOLE   16,140 0 0
YUM CHINA HOLDINGS INC COM 98850P109 23,651 590,991 SH   SOLE   425,878 0 165,113
YY INC-ADR ADR 98426T106 1,395 12,340 SH   SOLE   0 0 12,340
ZAGG INC COM 98884U108 4,153 225,099 SH   SOLE   192,559 0 32,540
ZAYO GROUP HOLDINGS INC COM 98919V105 4,340 117,925 SH   SOLE   34,113 0 83,812
ZENDESK INC COM 98936J101 1,089 32,195 SH   SOLE   21,290 0 10,905
ZOGENIX INC COM 98978L204 5,517 137,765 SH   SOLE   110,738 0 27,027
ZYNGA INC - CL A COM 98986T108 2,411 602,678 SH   SOLE   442,762 0 159,916