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 |
ABBOTT LABS | COM | 002824100 | 10,287 | 140,220 | SH | SOLE | 77,505 | 0 | 62,715 | ||
ACACIA COMMUNICATIONS INC | COM | 00401C108 | 22,016 | 532,175 | SH | SOLE | 259,665 | 0 | 272,510 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 67,778 | 1,184,308 | SH | SOLE | 778,236 | 0 | 406,072 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 574 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 134,313 | 497,548 | SH | SOLE | 372,499 | 0 | 125,049 | ||
ADVANCED ENERGY INDS | COM | 007973100 | 19,937 | 386,003 | SH | SOLE | 188,553 | 0 | 197,450 | ||
ALARM COM HLDGS INC | COM | 011642105 | 21,454 | 373,760 | SH | SOLE | 181,716 | 0 | 192,044 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 43,505 | 345,852 | SH | SOLE | 250,102 | 0 | 95,750 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 40,081 | 288,329 | SH | SOLE | 205,039 | 0 | 83,290 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 88,697 | 538,340 | SH | SOLE | 399,655 | 0 | 138,685 | ||
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 791 | 3,350 | SH | SOLE | 3,350 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 14,953 | 170,855 | SH | SOLE | 131,315 | 0 | 39,540 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 242,203 | 202,940 | SH | SOLE | 155,378 | 0 | 47,562 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 195,520 | 161,978 | SH | SOLE | 126,115 | 0 | 35,863 | ||
AMAZON COM INC | COM | 023135106 | 427,400 | 213,380 | SH | SOLE | 164,124 | 0 | 49,256 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 41,559 | 1,673,745 | SH | SOLE | 814,845 | 0 | 858,900 | ||
AMETEK INC NEW | COM | 031100100 | 190,010 | 2,401,547 | SH | SOLE | 1,816,847 | 0 | 584,700 | ||
ANDEAVOR | COM | 03349M105 | 231,719 | 1,509,573 | SH | SOLE | 1,157,776 | 0 | 351,797 | ||
ANDEAVOR LOGISTICS LP | COM UNIT LP INT | 03350F106 | 6,015 | 123,865 | SH | SOLE | 75,075 | 0 | 48,790 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 10,887 | 612,296 | SH | SOLE | 309,205 | 0 | 303,091 | ||
APPLE INC | COM | 037833100 | 479,124 | 2,122,458 | SH | SOLE | 1,624,328 | 0 | 498,130 | ||
APPLIED MATLS INC | COM | 038222105 | 72,369 | 1,872,424 | SH | SOLE | 1,301,157 | 0 | 571,267 | ||
APTIV PLC | SHS | G6095L109 | 84,543 | 1,007,658 | SH | SOLE | 721,976 | 0 | 285,682 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 4,964 | 98,745 | SH | SOLE | 54,760 | 0 | 43,985 | ||
ARISTA NETWORKS INC | COM | 040413106 | 19,280 | 72,521 | SH | SOLE | 54,773 | 0 | 17,748 | ||
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 41,222 | 581,734 | SH | SOLE | 286,770 | 0 | 294,964 | ||
AUTODESK INC | COM | 052769106 | 47,990 | 307,414 | SH | SOLE | 232,174 | 0 | 75,240 | ||
AVERY DENNISON CORP | COM | 053611109 | 100,061 | 923,502 | SH | SOLE | 693,937 | 0 | 229,565 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 414 | 14,200 | SH | SOLE | 14,200 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 2,885 | 97,930 | SH | SOLE | 92,980 | 0 | 4,950 | ||
BANK OF NT BUTTERFIELD&SON L | SHS NEW | G0772R208 | 56,484 | 1,089,170 | SH | SOLE | 661,385 | 0 | 427,785 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 42,709 | 882,601 | SH | SOLE | 509,331 | 0 | 373,270 | ||
BGC PARTNERS INC | CL A | 05541T101 | 34,406 | 2,910,797 | SH | SOLE | 2,260,027 | 0 | 650,770 | ||
BIO RAD LABS INC | CL A | 090572207 | 108,530 | 346,753 | SH | SOLE | 239,473 | 0 | 107,280 | ||
BIOGEN INC | COM | 09062X103 | 76,775 | 217,301 | SH | SOLE | 165,262 | 0 | 52,039 | ||
BLACK KNIGHT INC | COM | 09215C105 | 52,428 | 1,009,196 | SH | SOLE | 775,626 | 0 | 233,570 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 39,762 | 509,380 | SH | SOLE | 319,870 | 0 | 189,510 | ||
BOEING CO | COM | 097023105 | 230,762 | 620,495 | SH | SOLE | 529,484 | 0 | 91,011 | ||
BOYD GAMING CORP | COM | 103304101 | 1,903 | 56,210 | SH | SOLE | 56,210 | 0 | 0 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 32,283 | 273,958 | SH | SOLE | 153,248 | 0 | 120,710 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 90,860 | 1,463,591 | SH | SOLE | 1,098,518 | 0 | 365,073 | ||
BURLINGTON STORES INC | COM | 122017106 | 43,146 | 264,830 | SH | SOLE | 203,550 | 0 | 61,280 | ||
CAESARS ENTMT CORP | COM | 127686103 | 363 | 35,400 | SH | SOLE | 35,400 | 0 | 0 | ||
CAMDEN PPTY TR | SH BEN INT | 133131102 | 10,473 | 111,931 | SH | SOLE | 51,665 | 0 | 60,266 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 31,422 | 341,326 | SH | SOLE | 201,583 | 0 | 139,743 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 87,233 | 1,367,929 | SH | SOLE | 944,552 | 0 | 423,377 | ||
CATALENT INC | COM | 148806102 | 41,816 | 918,016 | SH | SOLE | 569,435 | 0 | 348,581 | ||
CELANESE CORP DEL | COM | 150870103 | 110,280 | 967,365 | SH | SOLE | 702,725 | 0 | 264,640 | ||
CELGENE CORP | COM | 151020104 | 123,108 | 1,375,666 | SH | SOLE | 1,057,126 | 0 | 318,540 | ||
CENTENNIAL RESOURCE DEV INC | CL A | 15136A102 | 32,610 | 1,492,470 | SH | SOLE | 704,420 | 0 | 788,050 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 104,426 | 320,443 | SH | SOLE | 249,500 | 0 | 70,943 | ||
CLOVIS ONCOLOGY INC | COM | 189464100 | 19,198 | 653,658 | SH | SOLE | 401,368 | 0 | 252,290 | ||
CME GROUP INC | COM CL A | 12572Q105 | 99,485 | 584,481 | SH | SOLE | 439,229 | 0 | 145,252 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 24,010 | 780,552 | SH | SOLE | 599,782 | 0 | 180,770 | ||
COMMVAULT SYSTEMS INC | COM | 204166102 | 42,295 | 604,217 | SH | SOLE | 395,536 | 0 | 208,681 | ||
CONAGRA BRANDS INC | COM | 205887102 | 125,651 | 3,698,889 | SH | SOLE | 2,629,588 | 0 | 1,069,301 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 35,016 | 162,395 | SH | SOLE | 122,225 | 0 | 40,170 | ||
COOPER COS INC | COM NEW | 216648402 | 198,526 | 716,312 | SH | SOLE | 542,948 | 0 | 173,364 | ||
CORREVIO PHARMA CORP | COM | 22026V105 | 19,192 | 4,774,149 | SH | SOLE | 2,384,310 | 0 | 2,389,839 | ||
COSTAR GROUP INC | COM | 22160N109 | 36,566 | 86,887 | SH | SOLE | 68,510 | 0 | 18,377 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 130,927 | 557,419 | SH | SOLE | 415,280 | 0 | 142,139 | ||
CRANE CO | COM | 224399105 | 44,370 | 451,142 | SH | SOLE | 346,772 | 0 | 104,370 | ||
CSX CORP | COM | 126408103 | 1,111 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CYMABAY THERAPEUTICS INC | COM | 23257D103 | 10,076 | 909,380 | SH | SOLE | 443,880 | 0 | 465,500 | ||
DANAHER CORP DEL | COM | 235851102 | 4,085 | 37,592 | SH | SOLE | 33,655 | 0 | 3,937 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 34,425 | 519,865 | SH | SOLE | 253,775 | 0 | 266,090 | ||
DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 43,442 | 1,385,272 | SH | SOLE | 1,076,965 | 0 | 308,307 | ||
DEXCOM INC | COM | 252131107 | 19,710 | 137,792 | SH | SOLE | 103,962 | 0 | 33,830 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 45,132 | 333,842 | SH | SOLE | 255,712 | 0 | 78,130 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 87,784 | 750,674 | SH | SOLE | 573,602 | 0 | 177,072 | ||
DOVA PHARMACEUTICALS INC | COM | 25985T102 | 268 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
DOWDUPONT INC | COM | 26078J100 | 7,483 | 116,364 | SH | SOLE | 75,049 | 0 | 41,315 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 25,653 | 489,660 | SH | SOLE | 371,320 | 0 | 118,340 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 33,055 | 547,536 | SH | SOLE | 429,866 | 0 | 117,670 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 38,286 | 787,784 | SH | SOLE | 417,689 | 0 | 370,095 | ||
ENVESTNET INC | COM | 29404K106 | 36,193 | 593,820 | SH | SOLE | 456,390 | 0 | 137,430 | ||
EOG RES INC | COM | 26875P101 | 118,651 | 930,089 | SH | SOLE | 651,933 | 0 | 278,156 | ||
ESSENT GROUP LTD | COM | G3198U102 | 40,959 | 925,627 | SH | SOLE | 711,407 | 0 | 214,220 | ||
EVOLENT HEALTH INC | CL A | 30050B101 | 11,842 | 416,980 | SH | SOLE | 202,760 | 0 | 214,220 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 30,741 | 235,603 | SH | SOLE | 177,934 | 0 | 57,669 | ||
FACEBOOK INC | CL A | 30303M102 | 156,789 | 953,354 | SH | SOLE | 753,625 | 0 | 199,729 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 13,554 | 832,070 | SH | SOLE | 421,650 | 0 | 410,420 | ||
FIBROGEN INC | COM | 31572Q808 | 12,732 | 209,575 | SH | SOLE | 101,295 | 0 | 108,280 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 76,920 | 705,232 | SH | SOLE | 517,817 | 0 | 187,415 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 71,760 | 314,956 | SH | SOLE | 237,857 | 0 | 77,099 | ||
FLIR SYS INC | COM | 302445101 | 47,156 | 767,137 | SH | SOLE | 591,067 | 0 | 176,070 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 10,808 | 358,246 | SH | SOLE | 275,366 | 0 | 82,880 | ||
FLOWSERVE CORP | COM | 34354P105 | 78,739 | 1,439,731 | SH | SOLE | 932,831 | 0 | 506,900 | ||
FORTINET INC | COM | 34959E109 | 100,721 | 1,091,590 | SH | SOLE | 838,900 | 0 | 252,690 | ||
FULLER H B CO | COM | 359694106 | 18,022 | 348,794 | SH | SOLE | 170,530 | 0 | 178,264 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 99,018 | 1,330,170 | SH | SOLE | 1,014,265 | 0 | 315,905 | ||
GARTNER INC | COM | 366651107 | 42,489 | 268,071 | SH | SOLE | 209,951 | 0 | 58,120 | ||
GODADDY INC | CL A | 380237107 | 52,634 | 631,180 | SH | SOLE | 498,630 | 0 | 132,550 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 35,385 | 495,178 | SH | SOLE | 381,653 | 0 | 113,525 | ||
GREEN DOT CORP | CL A | 39304D102 | 21,973 | 247,383 | SH | SOLE | 120,845 | 0 | 126,538 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 58,658 | 580,719 | SH | SOLE | 477,759 | 0 | 102,960 | ||
HAEMONETICS CORP | COM | 405024100 | 33,296 | 290,593 | SH | SOLE | 168,513 | 0 | 122,080 | ||
HAMILTON LANE INC | CL A | 407497106 | 24,055 | 543,245 | SH | SOLE | 264,815 | 0 | 278,430 | ||
HEICO CORP NEW | CL A | 422806208 | 32,356 | 428,553 | SH | SOLE | 207,246 | 0 | 221,307 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 8,027 | 50,144 | SH | SOLE | 27,342 | 0 | 22,802 | ||
HFF INC | CL A | 40418F108 | 24,315 | 572,378 | SH | SOLE | 279,222 | 0 | 293,156 | ||
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 55,159 | 682,832 | SH | SOLE | 515,602 | 0 | 167,230 | ||
HOME DEPOT INC | COM | 437076102 | 189,686 | 915,692 | SH | SOLE | 693,514 | 0 | 222,178 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 118,305 | 994,659 | SH | SOLE | 771,377 | 0 | 223,282 | ||
ICON PLC | SHS | G4705A100 | 98,996 | 643,879 | SH | SOLE | 395,710 | 0 | 248,169 | ||
IDEXX LABS INC | COM | 45168D104 | 50,800 | 203,475 | SH | SOLE | 161,745 | 0 | 41,730 | ||
IHS MARKIT LTD | SHS | G47567105 | 70,706 | 1,310,341 | SH | SOLE | 1,056,123 | 0 | 254,218 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 129,717 | 919,199 | SH | SOLE | 699,148 | 0 | 220,051 | ||
INFLARX NV | COM | N44821101 | 323 | 9,400 | SH | SOLE | 9,400 | 0 | 0 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 135,020 | 1,319,846 | SH | SOLE | 1,011,915 | 0 | 307,931 | ||
INGEVITY CORP | COM | 45688C107 | 36,853 | 361,730 | SH | SOLE | 176,430 | 0 | 185,300 | ||
INPHI CORP | COM | 45772F107 | 6,608 | 173,990 | SH | SOLE | 83,270 | 0 | 90,720 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 48,678 | 738,996 | SH | SOLE | 365,136 | 0 | 373,860 | ||
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 2,848 | 60,580 | SH | SOLE | 60,580 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 4,919 | 32,530 | SH | SOLE | 19,270 | 0 | 13,260 | ||
INTERNATIONAL GAME TECHNOLOG | SHS USD | G4863A108 | 346 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
INTERSECT ENT INC | COM | 46071F103 | 13,636 | 474,282 | SH | SOLE | 240,810 | 0 | 233,472 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 34,127 | 507,086 | SH | SOLE | 264,816 | 0 | 242,270 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 34,683 | 1,878,809 | SH | SOLE | 928,960 | 0 | 949,849 | ||
JACK IN THE BOX INC | COM | 466367109 | 50,204 | 598,880 | SH | SOLE | 504,280 | 0 | 94,600 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 187,084 | 1,112,735 | SH | SOLE | 858,902 | 0 | 253,833 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 7,654 | 67,830 | SH | SOLE | 37,130 | 0 | 30,700 | ||
KEMPER CORP DEL | COM | 488401100 | 26,278 | 326,642 | SH | SOLE | 157,605 | 0 | 169,037 | ||
LAM RESEARCH CORP | COM | 512807108 | 60,153 | 396,529 | SH | SOLE | 332,039 | 0 | 64,490 | ||
LENNOX INTL INC | COM | 526107107 | 100,997 | 462,442 | SH | SOLE | 355,000 | 0 | 107,442 | ||
LINCOLN ELEC HLDGS INC | COM | 533900106 | 19,153 | 204,980 | SH | SOLE | 94,970 | 0 | 110,010 | ||
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 678 | 27,795 | SH | SOLE | 27,795 | 0 | 0 | ||
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 54,899 | 2,356,168 | SH | SOLE | 1,488,176 | 0 | 867,992 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 2,579 | 47,350 | SH | SOLE | 47,350 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 77,830 | 1,206,475 | SH | SOLE | 758,473 | 0 | 448,002 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 76,035 | 241,135 | SH | SOLE | 143,615 | 0 | 97,520 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 106,440 | 806,178 | SH | SOLE | 612,108 | 0 | 194,070 | ||
MARTEN TRANS LTD | COM | 573075108 | 2,066 | 98,166 | SH | SOLE | 98,166 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 29,035 | 233,137 | SH | SOLE | 111,526 | 0 | 121,611 | ||
MASTEC INC | COM | 576323109 | 23,783 | 532,659 | SH | SOLE | 409,379 | 0 | 123,280 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 123,432 | 554,478 | SH | SOLE | 385,117 | 0 | 169,361 | ||
MEDICINES CO | COM | 584688105 | 113,275 | 3,787,211 | SH | SOLE | 2,768,851 | 0 | 1,018,360 | ||
MEDTRONIC PLC | SHS | G5960L103 | 6,616 | 67,260 | SH | SOLE | 36,905 | 0 | 30,355 | ||
MERCK & CO INC | COM | 58933Y105 | 7,372 | 103,919 | SH | SOLE | 60,818 | 0 | 43,101 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 213,281 | 350,227 | SH | SOLE | 258,739 | 0 | 91,488 | ||
MGP INGREDIENTS INC NEW | COM | 55303J106 | 10,228 | 129,502 | SH | SOLE | 60,230 | 0 | 69,272 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 4,458 | 56,495 | SH | SOLE | 30,825 | 0 | 25,670 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 54,923 | 1,214,295 | SH | SOLE | 930,343 | 0 | 283,952 | ||
MICROSOFT CORP | COM | 594918104 | 282,327 | 2,468,537 | SH | SOLE | 1,891,892 | 0 | 576,645 | ||
MILACRON HLDGS CORP | COM | 59870L106 | 29,779 | 1,470,546 | SH | SOLE | 716,146 | 0 | 754,400 | ||
MKS INSTRUMENT INC | COM | 55306N104 | 24,274 | 302,851 | SH | SOLE | 232,771 | 0 | 70,080 | ||
MONARCH CASINO & RESORT INC | COM | 609027107 | 486 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
MSA SAFETY INC | COM | 553498106 | 34,235 | 321,635 | SH | SOLE | 156,835 | 0 | 164,800 | ||
MSCI INC | COM | 55354G100 | 38,041 | 214,426 | SH | SOLE | 166,503 | 0 | 47,923 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 21,425 | 474,625 | SH | SOLE | 231,555 | 0 | 243,070 | ||
NCR CORP NEW | COM | 62886E108 | 23,801 | 837,759 | SH | SOLE | 643,919 | 0 | 193,840 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 16,170 | 265,261 | SH | SOLE | 209,761 | 0 | 55,500 | ||
NETAPP INC | COM | 64110D104 | 35,577 | 414,211 | SH | SOLE | 312,801 | 0 | 101,410 | ||
NETFLIX INC | COM | 64110L106 | 107,357 | 286,950 | SH | SOLE | 200,529 | 0 | 86,421 | ||
NEW RELIC INC | COM | 64829B100 | 10,749 | 114,074 | SH | SOLE | 87,694 | 0 | 26,380 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 67,608 | 830,563 | SH | SOLE | 522,639 | 0 | 307,924 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 5,199 | 31,020 | SH | SOLE | 24,380 | 0 | 6,640 | ||
NICE LTD | SPONSORED ADR | 653656108 | 66,853 | 584,018 | SH | SOLE | 388,333 | 0 | 195,685 | ||
NIKE INC | CL B | 654106103 | 81,736 | 964,775 | SH | SOLE | 690,754 | 0 | 274,021 | ||
NN INC | COM | 629337106 | 9,932 | 636,665 | SH | SOLE | 309,715 | 0 | 326,950 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 10,784 | 205,805 | SH | SOLE | 102,485 | 0 | 103,320 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 27,695 | 1,599,015 | SH | SOLE | 780,275 | 0 | 818,740 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 72,888 | 852,488 | SH | SOLE | 603,790 | 0 | 248,698 | ||
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 7,940 | 96,625 | SH | SOLE | 52,700 | 0 | 43,925 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 23,721 | 147,097 | SH | SOLE | 113,087 | 0 | 34,010 | ||
OMNICELL INC | COM | 68213N109 | 23,696 | 329,569 | SH | SOLE | 161,497 | 0 | 168,072 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 45,066 | 2,445,278 | SH | SOLE | 2,027,688 | 0 | 417,590 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 36,474 | 1,136,263 | SH | SOLE | 873,243 | 0 | 263,020 | ||
PACIFIC PREMIER BANCORP | COM | 69478X105 | 29,173 | 784,232 | SH | SOLE | 401,165 | 0 | 383,067 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 426 | 15,400 | SH | SOLE | 15,400 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 42,497 | 188,657 | SH | SOLE | 142,481 | 0 | 46,176 | ||
PARTY CITY HOLDCO INC | COM | 702149105 | 29,013 | 2,141,185 | SH | SOLE | 1,054,125 | 0 | 1,087,060 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 97,836 | 1,113,800 | SH | SOLE | 786,517 | 0 | 327,283 | ||
PBF ENERGY INC | CL A | 69318G106 | 61,930 | 1,240,830 | SH | SOLE | 739,850 | 0 | 500,980 | ||
PENN NATL GAMING INC | COM | 707569109 | 27,581 | 837,830 | SH | SOLE | 637,680 | 0 | 200,150 | ||
PINNACLE FOODS INC DEL | COM | 72348P104 | 39,325 | 606,772 | SH | SOLE | 468,242 | 0 | 138,530 | ||
PIONEER NAT RES CO | COM | 723787107 | 90,155 | 517,567 | SH | SOLE | 423,437 | 0 | 94,130 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 127,929 | 1,800,805 | SH | SOLE | 1,265,279 | 0 | 535,526 | ||
PROOFPOINT INC | COM | 743424103 | 26,019 | 244,700 | SH | SOLE | 125,031 | 0 | 119,669 | ||
PTC INC | COM | 69370C100 | 34,712 | 326,888 | SH | SOLE | 251,258 | 0 | 75,630 | ||
PVH CORP | COM | 693656100 | 45,131 | 312,539 | SH | SOLE | 236,424 | 0 | 76,115 | ||
QTS RLTY TR INC | COM CL A | 74736A103 | 26,482 | 620,618 | SH | SOLE | 476,338 | 0 | 144,280 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 74,058 | 686,291 | SH | SOLE | 550,526 | 0 | 135,765 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 75,768 | 823,116 | SH | SOLE | 679,321 | 0 | 143,795 | ||
REALPAGE INC | COM | 75606N109 | 52,846 | 801,915 | SH | SOLE | 624,135 | 0 | 177,780 | ||
RED HAT INC | COM | 756577102 | 67,056 | 492,048 | SH | SOLE | 415,743 | 0 | 76,305 | ||
ROBERT HALF INTL INC | COM | 770323103 | 26,342 | 374,282 | SH | SOLE | 270,857 | 0 | 103,425 | ||
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 367 | 14,900 | SH | SOLE | 14,900 | 0 | 0 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 34,677 | 184,923 | SH | SOLE | 139,653 | 0 | 45,270 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 6,869 | 52,865 | SH | SOLE | 29,265 | 0 | 23,600 | ||
RPM INTL INC | COM | 749685103 | 39,936 | 614,965 | SH | SOLE | 464,445 | 0 | 150,520 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 35,779 | 910,181 | SH | SOLE | 464,805 | 0 | 445,376 | ||
RYDER SYS INC | COM | 783549108 | 32,990 | 451,485 | SH | SOLE | 234,105 | 0 | 217,380 | ||
S&P GLOBAL INC | COM | 78409V104 | 93,530 | 478,682 | SH | SOLE | 371,836 | 0 | 106,846 | ||
SALEM MEDIA GROUP INC | CL A | 794093104 | 138 | 40,619 | SH | SOLE | 40,619 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 198,497 | 1,248,172 | SH | SOLE | 942,530 | 0 | 305,642 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 15,288 | 94,655 | SH | SOLE | 72,775 | 0 | 21,880 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 42,107 | 262,139 | SH | SOLE | 198,594 | 0 | 63,545 | ||
SCHLUMBERGER LTD | COM | 806857108 | 294 | 4,824 | SH | SOLE | 4,824 | 0 | 0 | ||
SERVICEMASTER GLOBAL HLDGS I | COM | 81761R109 | 66,067 | 1,065,075 | SH | SOLE | 669,800 | 0 | 395,275 | ||
SERVICENOW INC | COM | 81762P102 | 168,083 | 859,187 | SH | SOLE | 660,214 | 0 | 198,973 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 2,443 | 34,989 | SH | SOLE | 32,220 | 0 | 2,769 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 710 | 6,300 | SH | SOLE | 6,300 | 0 | 0 | ||
SPDR SERIES TRUST | S&P REGL BKG | 78464A698 | 529 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 69,337 | 573,461 | SH | SOLE | 441,804 | 0 | 131,657 | ||
STERIS PLC | SHS USD | G84720104 | 70,680 | 617,832 | SH | SOLE | 506,144 | 0 | 111,688 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 42,455 | 2,335,258 | SH | SOLE | 1,496,873 | 0 | 838,385 | ||
SUN CMNTYS INC | COM | 866674104 | 35,650 | 351,098 | SH | SOLE | 269,528 | 0 | 81,570 | ||
SUNCOR ENERGY INC NEW | COM | 867224107 | 4,052 | 104,725 | SH | SOLE | 81,875 | 0 | 22,850 | ||
SVB FINL GROUP | COM | 78486Q101 | 43,549 | 140,107 | SH | SOLE | 109,998 | 0 | 30,109 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 33,455 | 299,400 | SH | SOLE | 154,066 | 0 | 145,334 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 151,173 | 612,832 | SH | SOLE | 430,567 | 0 | 182,265 | ||
TEXAS INSTRS INC | COM | 882508104 | 8,201 | 76,435 | SH | SOLE | 41,610 | 0 | 34,825 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 119,270 | 488,653 | SH | SOLE | 378,387 | 0 | 110,266 | ||
TIFFANY & CO NEW | COM | 886547108 | 43,308 | 335,796 | SH | SOLE | 246,476 | 0 | 89,320 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 103,290 | 1,046,078 | SH | SOLE | 895,398 | 0 | 150,680 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 26,679 | 293,563 | SH | SOLE | 221,733 | 0 | 71,830 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 101,540 | 272,737 | SH | SOLE | 210,244 | 0 | 62,493 | ||
TRANSUNION | COM | 89400J107 | 84,252 | 1,145,038 | SH | SOLE | 870,078 | 0 | 274,960 | ||
TRINSEO S A | SHS | L9340P101 | 31,900 | 407,410 | SH | SOLE | 198,100 | 0 | 209,310 | ||
TRIVAGO N V | SPON ADS A SHS | 89686D105 | 368 | 59,800 | SH | SOLE | 59,800 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 66,469 | 235,607 | SH | SOLE | 198,507 | 0 | 37,100 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 54,182 | 168,167 | SH | SOLE | 86,806 | 0 | 81,361 | ||
ULTRA CLEAN HLDGS INC | COM | 90385V107 | 12,697 | 1,011,698 | SH | SOLE | 491,263 | 0 | 520,435 | ||
UNION PAC CORP | COM | 907818108 | 190,132 | 1,167,669 | SH | SOLE | 891,595 | 0 | 276,074 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 43,609 | 489,663 | SH | SOLE | 369,808 | 0 | 119,855 | ||
UNITED RENTALS INC | COM | 911363109 | 376 | 2,300 | SH | SOLE | 2,300 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 185,080 | 695,685 | SH | SOLE | 535,099 | 0 | 160,586 | ||
UNIVAR INC | COM | 91336L107 | 58,209 | 1,898,525 | SH | SOLE | 1,308,895 | 0 | 589,630 | ||
VAIL RESORTS INC | COM | 91879Q109 | 38,509 | 140,330 | SH | SOLE | 110,685 | 0 | 29,645 | ||
VENTAS INC | COM | 92276F100 | 257 | 4,719 | SH | SOLE | 4,719 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 7,509 | 140,635 | SH | SOLE | 77,080 | 0 | 63,555 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 105,897 | 549,429 | SH | SOLE | 428,087 | 0 | 121,342 | ||
VIAVI SOLUTIONS INC | COM | 925550105 | 13,329 | 1,175,395 | SH | SOLE | 563,620 | 0 | 611,775 | ||
VISA INC | COM CL A | 92826C839 | 274,148 | 1,826,555 | SH | SOLE | 1,394,940 | 0 | 431,615 | ||
VULCAN MATLS CO | COM | 929160109 | 33,024 | 296,977 | SH | SOLE | 228,793 | 0 | 68,184 | ||
WALMART INC | COM | 931142103 | 9,317 | 99,215 | SH | SOLE | 54,425 | 0 | 44,790 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 1,012 | 12,686 | SH | SOLE | 12,686 | 0 | 0 | ||
WATSCO INC | COM | 942622200 | 20,355 | 114,290 | SH | SOLE | 54,270 | 0 | 60,020 | ||
WELLS FARGO CO NEW | COM | 949746101 | 98,723 | 1,878,284 | SH | SOLE | 1,310,213 | 0 | 568,071 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 457 | 3,700 | SH | SOLE | 3,700 | 0 | 0 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 60,811 | 1,068,925 | SH | SOLE | 914,840 | 0 | 154,085 | ||
WEX INC | COM | 96208T104 | 60,822 | 302,957 | SH | SOLE | 194,680 | 0 | 108,277 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 20,736 | 408,595 | SH | SOLE | 198,360 | 0 | 210,235 | ||
WORLDPAY INC | CL A | 981558109 | 111,221 | 1,098,266 | SH | SOLE | 916,796 | 0 | 181,470 | ||
WPX ENERGY INC | COM | 98212B103 | 73,787 | 3,667,345 | SH | SOLE | 2,186,155 | 0 | 1,481,190 | ||
WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 20,911 | 720,576 | SH | SOLE | 351,338 | 0 | 369,238 | ||
XILINX INC | COM | 983919101 | 54,182 | 675,845 | SH | SOLE | 510,155 | 0 | 165,690 | ||
ZENDESK INC | COM | 98936J101 | 53,748 | 757,013 | SH | SOLE | 585,733 | 0 | 171,280 |