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
AIR CANADA CL A COM 008911877 4,549 150,100 SH   SOLE   0 0 150,100
DHX MEDIA LTD COM 00BF2QB07 9,870 6,950,000 SH   SOLE   6,950,000 0 0
2U INC COM 90214J101 45,349 1,204,800 SH   SOLE   1,151,300 0 53,500
ABBOTT LABORATORIES COM 002824100 879,870 10,462,192 SH   SOLE   3,320,052 0 7,142,140
ABIOMED INC. COM 003654100 815,605 3,131,040 SH   SOLE   2,820,973 0 310,067
ACCURAY INC. COM 004397105 18,182 4,698,200 SH   SOLE   3,938,000 0 760,200
ACTIVISION BLIZZARD COM 00507V109 385,751 8,172,700 SH   SOLE   1,321,850 0 6,850,850
ACUITY BRANDS COM 00508Y102 7,861 57,000 SH   SOLE   0 0 57,000
ADIENT PLC COM G0084W101 1,784 73,520 SH   SOLE   0 0 73,520
ADOBE INC COM 00724F101 4,869,398 16,526,040 SH   SOLE   2,518,173 0 14,007,867
ADVERUM BIOTECHNOLOGIES COM 00773U108 12,865 1,082,000 SH   SOLE   882,000 0 200,000
AECOM COM 00766T100 820,480 21,677,159 SH   SOLE   12,871,878 0 8,805,281
AGILENT TECHNOLOGIES COM 00846U101 334,870 4,484,664 SH   SOLE   2,295,890 0 2,188,774
ALASKA AIRGROUP INC. COM 011659109 384,419 6,015,007 SH   SOLE   903,307 0 5,111,700
ALBEMARLE CORP COM 012653101 406,821 5,777,880 SH   SOLE   1,835,630 0 3,942,250
ALCON INC COM H01301128 296,920 4,785,181 SH   SOLE   708,635 0 4,076,546
ALIBABA GROUP HOLDING COM 01609W102 2,577,614 15,211,650 SH   SOLE   3,320,495 0 11,891,155
ALKERMES COM G01767105 524,184 23,255,740 SH   SOLE   14,999,715 0 8,256,025
ALLEGIANT TRAVEL CO COM 01748X102 6,759 47,100 SH   SOLE   28,300 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,258,094 2,085,421 SH   SOLE   361,290 0 1,724,131
ALPHABET INC CLASS C COM 02079k107 2,167,536 2,005,288 SH   SOLE   302,628 0 1,702,660
ALTABA INC. COM 021346101 364,186 5,249,910 SH   SOLE   2,757,460 0 2,492,450
ALTAIR ENGINEERING COM 021369103 46,594 1,153,600 SH   SOLE   849,400 0 304,200
ALTICE USA INC-A COM 02156K103 14,963 614,500 SH   SOLE   25,968 0 588,532
ALTRIA GROUP INC. COM 02209S103 28,382 599,404 SH   SOLE   500,000 0 99,404
AMAZON.COM INC COM 023135106 605,068 319,528 SH   SOLE   4,800 0 314,728
AMERICAN AIRLINES GROUP COM 02376R102 2,235,834 68,562,836 SH   SOLE   23,856,808 0 44,706,028
AMERICAN EXPRESS CO. COM 025816109 16,924 137,100 SH   SOLE   0 0 137,100
AMGEN INC. COM 031162100 3,432,938 18,628,923 SH   SOLE   2,828,425 0 15,800,498
ANALOG DEVICES COM 032654105 545,078 4,829,259 SH   SOLE   1,016,240 0 3,813,019
ANGI HOMESERVICES INC- A COM 00183L102 7,559 581,000 SH   SOLE   492,400 0 88,600
APPLE INC COM 037833100 166,807 842,800 SH   SOLE   0 0 842,800
APPLIED MATERIALS COM 038222105 225,221 5,014,935 SH   SOLE   2,702,780 0 2,312,155
ARBUTUS BIOPHARMA CORP COM 03879J100 8,405 4,040,900 SH   SOLE   4,040,900 0 0
ARENA PHARMACEUTICALS COM 040047607 89,422 1,525,200 SH   SOLE   1,236,300 0 288,900
ARISTA NETWORKS COM 040413106 3,064 11,800 SH   SOLE   1,500 0 10,300
ARLO TECHNOLOGIES INC COM 04206A101 20,473 5,105,440 SH   SOLE   3,124,970 0 1,980,470
ARMSTRONG WORLD INDS INC COM 04247X102 4,568 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 4,064 6,663,000 SH   SOLE   5,993,000 0 670,000
ASML HOLDING NV COM N07059210 320,942 1,543,512 SH   SOLE   349,853 0 1,193,659
ASTRAZENECA COM 046353108 2,396,062 58,044,131 SH   SOLE   16,502,113 0 41,542,018
AT HOME INC. COM 04650Y100 580 87,100 SH   SOLE   31,000 0 56,100
AUTODESK INC. COM 052769106 14,661 90,000 SH   SOLE   0 0 90,000
AUTOZONE INC. COM 053332102 4,535 4,125 SH   SOLE   0 0 4,125
AXCELIS TECHNOLOGIES COM 054540208 44,357 2,947,300 SH   SOLE   2,511,500 0 435,800
AXON ENTERPRISE INC COM 05464C101 31,784 495,000 SH   SOLE   410,000 0 85,000
AXOVANT GENE THERAPIES LTD COM G0750W203 774 124,287 SH   SOLE   108,962 0 15,325
BANKAMERICA CORP NEW COM 060505104 1,055,666 36,402,261 SH   SOLE   5,852,000 0 30,550,261
BEIGENE LTD ADR COM 07725L102 115,130 928,839 SH   SOLE   761,747 0 167,092
BIOGEN INC. COM 09062X103 3,403,744 14,554,002 SH   SOLE   1,675,085 0 12,878,917
BIOMARIN PHARMA COM 09061G101 1,223,403 14,283,753 SH   SOLE   4,004,969 0 10,278,784
BJ'S WHOLESALE CLUB HOLDINGS COM 05550J101 2,297 87,000 SH   SOLE   10,000 0 77,000
BLACKBERRY LTD COM 09228F103 540,892 72,505,693 SH   SOLE   45,289,543 0 27,216,150
BOEING CO. COM 097023105 456,880 1,255,129 SH   SOLE   50,579 0 1,204,550
BOOT BARN HOLDINGS COM 099406100 27,621 775,000 SH   SOLE   775,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,940,288 45,143,977 SH   SOLE   3,684,786 0 41,459,191
BRISTOL-MYERS SQUIBB COM 110122108 986,967 21,763,335 SH   SOLE   6,378,514 0 15,384,821
BURLINGTON STORES COM 122017106 6,279 36,900 SH   SOLE   12,600 0 24,300
CABOT OIL & GAS CORP COM 127097103 80,540 3,507,854 SH   SOLE   1,372,550 0 2,135,304
CALAVO GROWERS COM 128246105 13,050 134,900 SH   SOLE   117,300 0 17,600
CAMECO CORP COM 13321L108 1,541 143,600 SH   SOLE   0 0 143,600
CAMPING WORLD HOLDINGS INC A COM 13462K109 4,812 387,400 SH   SOLE   85,800 0 301,600
CAPRI HOLDINGS LIMITED COM G1890L107 71,333 2,056,891 SH   SOLE   939,191 0 1,117,700
CARMAX INC. COM 143130102 978,090 11,264,428 SH   SOLE   5,477,066 0 5,787,362
CARNIVAL CORP COM 143658300 1,020,901 21,931,282 SH   SOLE   7,161,894 0 14,769,388
CATERPILLAR INC DEL COM 149123101 1,280,898 9,398,329 SH   SOLE   2,083,428 0 7,314,901
CBOE GLOBAL MARKETS COM 12503M108 85,505 825,100 SH   SOLE   560,700 0 264,400
CBS CORPORATION COM 124857202 17,465 350,000 SH   SOLE   200,000 0 150,000
CELANESE CORP COM 150870103 1,180 10,950 SH   SOLE   0 0 10,950
CERNER CORP COM 156782104 1,422 19,400 SH   SOLE   0 0 19,400
CERUS CORP COM 157085101 63,506 11,300,000 SH   SOLE   11,300,000 0 0
CHARLES RIVER LAB COM 159864107 56,050 395,000 SH   SOLE   17,000 0 378,000
CHARTER COMMUNICATIONS COM 16119P108 64,098 162,200 SH   SOLE   0 0 162,200
CHEGG INC COM 163092109 260,332 6,746,090 SH   SOLE   6,070,900 0 675,190
CIRCOR CORP COM 17273K109 15,180 330,000 SH   SOLE   330,000 0 0
CISCO SYSTEMS INC COM 17275R102 1,092,789 19,966,911 SH   SOLE   5,142,479 0 14,824,432
CITIGROUP INC. COM 172967424 411,947 5,882,441 SH   SOLE   3,041,140 0 2,841,301
COMCAST CORP CABLE COM 20030N101 71,618 1,693,900 SH   SOLE   300,000 0 1,393,900
COMERICA COM 200340107 3,167 43,600 SH   SOLE   0 0 43,600
COMSCORE COM 20564W105 45,147 8,749,357 SH   SOLE   7,547,060 0 1,202,297
CONSTELLATION BRANDS INC.-A COM 21036P108 10,222 51,905 SH   SOLE   0 0 51,905
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,238 132,000 SH   SOLE   41,000 0 91,000
CORNERSTONE BUILDING BRANDS COM 21925D109 1,982 340,000 SH   SOLE   340,000 0 0
CORNING INC COM 219350105 513,335 15,447,951 SH   SOLE   1,345,051 0 14,102,900
CORTEVA INC COM 22052L104 68,503 2,316,637 SH   SOLE   496,149 0 1,820,488
CRAY INC COM 225223304 11,383 326,900 SH   SOLE   287,900 0 39,000
CREE INC. COM 225447101 468,636 8,341,689 SH   SOLE   4,188,329 0 4,153,360
CROWDSTRIKE HOLDINGS INC A COM 22788C105 2,390 35,000 SH   SOLE   11,000 0 24,000
CSX CORP. COM 126408103 92,395 1,194,200 SH   SOLE   160,000 0 1,034,200
CURTISS WRIGHT COM 231561101 170,507 1,341,200 SH   SOLE   827,500 0 513,700
CVS HEALTH CORP COM 126650100 325,933 5,981,520 SH   SOLE   1,550,020 0 4,431,500
DEERE & CO COM 244199105 417,535 2,519,672 SH   SOLE   592,929 0 1,926,743
DELL TECHNOLOGIES COM 24703L202 38,362 755,154 SH   SOLE   289,803 0 465,351
DELTA AIR LINES DEL COM 247361702 1,610,234 28,374,171 SH   SOLE   8,815,205 0 19,558,966
DESCARTES SYS GRP INC COM 249906108 266,465 7,211,500 SH   SOLE   2,920,200 0 4,291,300
DEXTERA SURGICAL INC COM 252ESC108 0 576,840 SH   SOLE   507,040 0 69,800
DIEBOLD NIXDORF COM 253651103 2,702 295,000 SH   SOLE   295,000 0 0
DIGIMARC COM 25381B101 15,980 360,000 SH   SOLE   360,000 0 0
DISCOVER FIN SVCS COM 254709108 1,001,555 12,908,296 SH   SOLE   5,901,820 0 7,006,476
DISNEY WALT CO. COM 254687106 451,442 3,232,900 SH   SOLE   150,000 0 3,082,900
DOW INC. COM 260557103 108,400 2,198,344 SH   SOLE   485,521 0 1,712,823
DUPONT DE NEMOURS INC COM 26614N102 173,918 2,316,739 SH   SOLE   496,249 0 1,820,490
DXC TECHNOLOGIES CO COM 23355L106 155,247 2,814,993 SH   SOLE   579,360 0 2,235,633
E TRADE FINANCIAL COM 269246401 606,258 13,593,225 SH   SOLE   8,381,896 0 5,211,329
EBAY INC. COM 278642103 301,282 7,627,400 SH   SOLE   3,971,300 0 3,656,100
EDWARDS LIFE COM 28176E108 98,836 535,000 SH   SOLE   0 0 535,000
ELANCO ANIMAL HEALTH INC COM 28414H103 1,037,934 30,708,116 SH   SOLE   7,065,231 0 23,642,885
ELECTRONIC ARTS INC. COM 285512109 100,230 989,825 SH   SOLE   389,450 0 600,375
ENTEGRIS INC COM 29362U104 178,369 4,779,441 SH   SOLE   246,238 0 4,533,203
ENTERCOM COMMS CORP COM 293639100 11,684 2,014,422 SH   SOLE   1,170,441 0 843,981
EOG RESOURCES INC. COM 26875P101 202,371 2,172,296 SH   SOLE   127,537 0 2,044,759
EPIZYME COM 29428V104 128,715 10,256,201 SH   SOLE   9,731,701 0 524,500
ERICSSON COM 294821608 1,255,679 132,176,786 SH   SOLE   34,009,296 0 98,167,490
EXACT SCIENCES CORP COM 30063p105 210,477 1,783,100 SH   SOLE   1,529,000 0 254,100
FACEBOOK INC. COM 30303M102 24,781 128,400 SH   SOLE   0 0 128,400
FARO TECHNOLOGIES INC. COM 311642102 62,916 1,196,578 SH   SOLE   973,834 0 222,744
FEDEX CORP COM 31428X106 2,455,253 14,953,732 SH   SOLE   1,584,206 0 13,369,526
FIVE BELOW COM 33829M101 1,584 13,200 SH   SOLE   6,300 0 6,900
FLEX LTD COM Y2573F102 741,576 77,489,644 SH   SOLE   41,387,671 0 36,101,973
FLUIDIGM CORP. COM 34385P108 81,058 6,579,343 SH   SOLE   4,666,832 0 1,912,511
FORMFACTOR INC COM 346375108 71,108 4,537,818 SH   SOLE   1,634,018 0 2,903,800
GENERAL DYNAMICS CORP COM 369550108 158,182 869,990 SH   SOLE   283,600 0 586,390
GILBRALTAR INDUSTRIES COM 374689107 10,486 259,800 SH   SOLE   206,300 0 53,500
GILDAN ACTIVEWEAR COM 375916103 46,281 1,196,500 SH   SOLE   596,500 0 600,000
GLAUKOS COM 377322102 20,562 272,700 SH   SOLE   201,700 0 71,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 22,595 564,600 SH   SOLE   5,500 0 559,100
GREIF CL B COM 397624206 1,440 33,000 SH   SOLE   0 0 33,000
HABIT BURGER COM 40449J103 3,420 326,000 SH   SOLE   96,000 0 230,000
HAWAIIAN HOLDINGS INC. COM 419879101 26,146 953,200 SH   SOLE   781,200 0 172,000
HERC HOLDINGS INC COM 42704L104 11,491 250,739 SH   SOLE   35,833 0 214,906
HESS CORPORATION COM 42809H107 530,678 8,347,925 SH   SOLE   1,673,761 0 6,674,164
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,331,678 89,075,431 SH   SOLE   28,625,163 0 60,450,268
HILTON WORLDWIDE HOLDINGS COM 43300A203 67,359 689,165 SH   SOLE   125,000 0 564,165
HONEYWELL INTL. INC. COM 438516106 429,189 2,458,270 SH   SOLE   193,125 0 2,265,145
HP INC. COM 40434L105 1,244,395 59,855,479 SH   SOLE   15,947,507 0 43,907,972
HUBSPOT INC COM 443573100 77,766 456,050 SH   SOLE   441,750 0 14,300
ICF INTERNATIONAL COM 44925C103 2,554 35,076 SH   SOLE   35,076 0 0
IDEX CORP COM 45167R104 101,614 590,300 SH   SOLE   215,900 0 374,400
ILLUMINA INC COM 452327109 361,130 980,933 SH   SOLE   338,890 0 642,043
IMAX CORP. COM 45245E109 115,025 5,694,300 SH   SOLE   5,375,900 0 318,400
IMMUNOGEN COM 45253H101 8,154 3,757,600 SH   SOLE   2,725,000 0 1,032,600
INGEVITY CORP COM 45688C107 2,398 22,800 SH   SOLE   5,900 0 16,900
INSULET CORP. COM 45784P101 543,808 4,555,272 SH   SOLE   4,240,077 0 315,195
INTEL CORP COM 458140100 1,150,015 24,023,714 SH   SOLE   5,426,420 0 18,597,294
INTUIT INC COM 461202103 896,346 3,429,941 SH   SOLE   357,891 0 3,072,050
IROBOT CORP COM 462726100 367,999 4,015,700 SH   SOLE   3,951,300 0 64,400
JABIL CIRCUIT COM 466313103 123,047 3,893,900 SH   SOLE   2,165,700 0 1,728,200
JACOBS ENGR GROUP DEL COM 469814107 684,677 8,113,247 SH   SOLE   4,046,988 0 4,066,259
JET BLUE AIRWAYS COM 477143101 423,689 22,914,475 SH   SOLE   13,408,722 0 9,505,753
JOHNSON & JOHNSON COM 478160104 655 4,700 SH   SOLE   0 0 4,700
JPMORGAN CHASE & CO. COM 46625H100 2,581,232 23,087,940 SH   SOLE   6,216,624 0 16,871,316
KEYSIGHT TECHNOLOGIES COM 49338L103 313,598 3,491,795 SH   SOLE   1,939,905 0 1,551,890
KLA CORP COM 482480100 1,241,406 10,502,591 SH   SOLE   2,544,490 0 7,958,101
KONTOOR BRANDS INC COM 50050N103 2,342 83,571 SH   SOLE   40,714 0 42,857
L BRANDS INC. COM 501797104 492,578 18,872,720 SH   SOLE   4,620,864 0 14,251,856
LAS VEGAS SANDS CORP. COM 517834107 50,658 857,300 SH   SOLE   100,000 0 757,300
LILLY ELI & CO COM 532457108 4,782,042 43,163,120 SH   SOLE   9,072,861 0 34,090,259
LINDE PLC EUR COM G5494J103 285,714 1,422,876 SH   SOLE   201,269 0 1,221,607
LIONS GATE ENT CL-A COM 535919401 22,815 1,862,486 SH   SOLE   1,792,886 0 69,600
LIONS GATE ENT CL-B COM 535919500 32,700 2,816,500 SH   SOLE   2,746,300 0 70,200
LIVANOVA PLC COM G5509L101 34,197 475,220 SH   SOLE   400,670 0 74,550
LOWES COS INC COM 548661107 4,137 41,000 SH   SOLE   0 0 41,000
LYFT INC-A COM 55087P104 54,592 830,800 SH   SOLE   223,600 0 607,200
MARKETAXESS HLDGS INC. COM 57060D108 226,704 705,320 SH   SOLE   660,820 0 44,500
MARRIOTT INTERNATIONAL COM 571903202 149,436 1,065,196 SH   SOLE   120,346 0 944,850
MARRONE BIO INNOVATIONS COM 57165B106 3,721 2,480,710 SH   SOLE   2,210,110 0 270,600
MARSH & MCLENNAN COS. COM 571748102 856,790 8,589,375 SH   SOLE   1,310,014 0 7,279,361
MASTERCARD INC CL A COM 57636Q104 21,552 81,474 SH   SOLE   16,774 0 64,700
MATERIALISE NV - ADR COM 57667T100 17,455 894,200 SH   SOLE   668,500 0 225,700
MATTEL INC COM 577081102 580,377 51,773,109 SH   SOLE   16,568,314 0 35,204,795
MAXAR TECHNOLOGIES LTD COM 57778K105 2,205 282,000 SH   SOLE   180,000 0 102,000
MAXLINEAR INC COM 57776J100 111,873 4,772,722 SH   SOLE   3,909,700 0 863,022
MCDONALDS CORP. COM 580135101 29,197 140,600 SH   SOLE   10,000 0 130,600
MEDTRONIC PLC COM G5960L103 625,977 6,427,525 SH   SOLE   640,780 0 5,786,745
MERCK & COMPANY COM 58933Y105 286,029 3,411,200 SH   SOLE   1,500,000 0 1,911,200
MERCURY GENERAL CORP COM 589400100 17,600 281,600 SH   SOLE   281,600 0 0
MEREO BIOPHARMA GROUP PL-ADR COM 589492107 1,671 696,110 SH   SOLE   483,487 0 212,623
MGM RESORTS INTL COM 552953101 152,784 5,347,700 SH   SOLE   2,963,000 0 2,384,700
MICRO FOCUS INTL PLC ADR COM 594837403 255,944 9,772,574 SH   SOLE   4,304,093 0 5,468,481
MICRON TECHNOLOGY INC COM 595112103 2,228,206 57,740,509 SH   SOLE   15,131,324 0 42,609,185
MICROSOFT CORP. COM 594918104 4,696,221 35,056,893 SH   SOLE   5,100,991 0 29,955,902
MOMENTA PHARMACEUTICALS COM 60877T100 38,419 3,085,900 SH   SOLE   2,713,583 0 372,317
MYOKARDIA INC. COM 62857M105 13,523 269,700 SH   SOLE   259,500 0 10,200
NATIONAL OILWELL VARCO COM 637071101 4,672 210,166 SH   SOLE   41,600 0 168,566
NEKTAR THERAPEUTICS COM 640268108 679,237 19,090,422 SH   SOLE   17,632,134 0 1,458,288
NETAPP INC. COM 64110D104 2,050,135 33,227,478 SH   SOLE   10,191,607 0 23,035,871
NETFLIX COM 64110L106 7,163 19,500 SH   SOLE   5,500 0 14,000
NEWELL BRANDS INC COM 651229106 68,803 4,461,960 SH   SOLE   1,888,900 0 2,573,060
NLIGHT COM 65487K100 3,122 162,600 SH   SOLE   54,300 0 108,300
NMI HOLDINGS INC. COM 629209305 64,401 2,268,449 SH   SOLE   2,268,449 0 0
NN INC COM 629337106 62,004 6,352,900 SH   SOLE   4,801,000 0 1,551,900
NOBLE ENERGY INC. COM 655044105 46,676 2,083,747 SH   SOLE   8,447 0 2,075,300
NOKIA CORP SPONSORED ADR COM 654902204 36,216 7,228,800 SH   SOLE   2,073,800 0 5,155,000
NORFOLK SOUTHERN COM 655844108 44,849 225,000 SH   SOLE   225,000 0 0
NORTHERN TRUST CORP COM 665859104 436,294 4,847,707 SH   SOLE   1,788,770 0 3,058,937
NORWEGIAN CRUISE LINES COM G66721104 290,644 5,419,425 SH   SOLE   3,500,025 0 1,919,400
NOVARTIS AG ADR COM 66987V109 2,339,147 25,617,640 SH   SOLE   4,440,505 0 21,177,135
NUANCE COMMUNICATIONS COM 67020Y100 139,873 8,758,483 SH   SOLE   4,938,829 0 3,819,654
NUTANIX INC - A COM 67059N108 5,890 227,050 SH   SOLE   125,150 0 101,900
NUVASIVE INC. COM 670704105 47,681 814,500 SH   SOLE   690,000 0 124,500
NVENT ELECTRIC PLC COM G6700G107 34,550 1,393,700 SH   SOLE   140,000 0 1,253,700
NVIDIA CORP. COM 67066G104 696,066 4,238,360 SH   SOLE   923,440 0 3,314,920
OLD DOMINION FREIGHT LINES COM 679580100 26,464 177,300 SH   SOLE   25,000 0 152,300
OMTHERA PHARM (NON-TRADABLE) R COM 682CVR014 0 5,451,400 SH   SOLE   3,786,300 0 1,665,100
ONCOMED (NON-TRADABLE) OMTHERA COM 682CVR022 0 5,451,400 SH   SOLE   3,786,300 0 1,665,100
ONESPAWORLD-HOLDINGS LTD COM P73684113 18,600 1,200,000 SH   SOLE   1,045,000 0 155,000
ORACLE CORP. COM 68389X105 492,068 8,637,317 SH   SOLE   1,168,925 0 7,468,392
ORASURE TECHNOLOGIES COM 68554V108 15,943 1,718,000 SH   SOLE   1,590,000 0 128,000
OSI SYSTEMS COM 671044105 26,536 235,600 SH   SOLE   215,300 0 20,300
OWENS CORNING COM 690742101 2,962 50,900 SH   SOLE   0 0 50,900
PALO ALTO NETWORKS INC. COM 697435105 41,883 205,550 SH   SOLE   91,660 0 113,890
PAYPAL HOLDINGS INC COM 70450Y103 393,203 3,435,290 SH   SOLE   1,265,150 0 2,170,140
PENTAIR PLC COM G7S00T104 54,554 1,466,500 SH   SOLE   142,800 0 1,323,700
PENUMBRA COM 70975L107 9,203 57,520 SH   SOLE   19,500 0 38,020
PERFORMANCE FOOD GRP COM 71377A103 444 11,100 SH   SOLE   0 0 11,100
PERKIN ELMER COM 714046109 261,557 2,714,940 SH   SOLE   1,514,885 0 1,200,055
PERSPECTA INC. COM 715347100 38,953 1,663,954 SH   SOLE   228,103 0 1,435,851
PFENEX INC COM 717071104 22,522 3,341,600 SH   SOLE   3,090,800 0 250,800
PHILIP MORRIS INTL INC COM 718172109 16,747 213,250 SH   SOLE   150,000 0 63,250
PINTEREST INC- CLASS A COM 72352L106 17,851 655,800 SH   SOLE   220,100 0 435,700
PIONEER NATURAL RES CO COM 723787107 638,595 4,150,495 SH   SOLE   848,699 0 3,301,796
PIVOTAL SOFTWARE INC - CL A COM 72582H107 6,039 571,900 SH   SOLE   497,600 0 74,300
PLANTRONICS INC NEW COM 727493108 166,145 4,485,550 SH   SOLE   0 0 4,485,550
PRESTIGE BRANDS HOLDINGS COM 74112D101 1,350 42,600 SH   SOLE   0 0 42,600
PROGRESSIVE CORP. COM 743315103 217,985 2,727,200 SH   SOLE   565,500 0 2,161,700
PROS HOLDINGS INC. COM 74346Y103 205,342 3,246,000 SH   SOLE   3,108,800 0 137,200
PUBLIC SVC ENTERPRISE GRP COM 744573106 21,903 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 619,685 15,282,003 SH   SOLE   6,973,186 0 8,308,817
QUALCOMM INCORP. COM 747525103 1,880,201 24,716,715 SH   SOLE   6,897,782 0 17,818,933
RAMBUS INC DEL COM COM 750917106 14,969 1,243,245 SH   SOLE   160,289 0 1,082,956
RAYMOND JAMES FINANCIAL, INC. COM 754730109 182,573 2,159,350 SH   SOLE   862,150 0 1,297,200
RESIDEO TECHNOLOGIES, INC. COM 76118Y104 990 45,160 SH   SOLE   12,223 0 32,937
RESTAURANT BRANDS INTL COM 76131D103 74,575 1,072,400 SH   SOLE   323,200 0 749,200
RITCHIE BROS AUCTION COM 767744105 349 10,507 SH   SOLE   221 0 10,286
ROCKWELL AUTOMATION COM 773903109 50,569 308,665 SH   SOLE   41,855 0 266,810
ROSS STORES INC COM 778296103 1,150,478 11,606,919 SH   SOLE   1,933,272 0 9,673,647
ROYAL CARIBBEAN COM V7780T103 1,160,454 9,573,911 SH   SOLE   3,861,956 0 5,711,955
RYANAIR COM 783513203 33,904 528,600 SH   SOLE   15,800 0 512,800
SALESFORCE.COM COM 79466L302 112,411 740,860 SH   SOLE   0 0 740,860
SANOFI COM 80105N105 83,109 1,920,700 SH   SOLE   342,000 0 1,578,700
SCHLUMBERGER LTD COM 806857108 78,778 1,982,328 SH   SOLE   108,800 0 1,873,528
SCHWAB CHARLES CORP COM 808513105 1,265,546 31,489,080 SH   SOLE   6,219,120 0 25,269,960
SEATTLE GENETICS COM 812578102 980,278 14,163,825 SH   SOLE   10,436,150 0 3,727,675
SERVICESOURCE COM 81763U100 12,539 13,198,533 SH   SOLE   9,057,000 0 4,141,533
SHUTTERFLY COM 82568P304 249,696 4,939,582 SH   SOLE   4,297,127 0 642,455
SIGNET JEWELERS COM G81276100 879 49,136 SH   SOLE   0 0 49,136
SONY CORP ADR NEW COM 835699307 2,131,557 40,686,328 SH   SOLE   16,423,722 0 24,262,606
SOUTHWEST AIRLS CO COM 844741108 3,713,934 73,137,734 SH   SOLE   14,526,619 0 58,611,115
SOUTHWESTERN ENERGY CO COM 845467109 42,442 13,431,075 SH   SOLE   6,560,725 0 6,870,350
SPECTRUM PHARMACEUTICALS COM 84763A108 95,795 11,126,000 SH   SOLE   10,384,200 0 741,800
SPIRIT AEROSYSTEMS COM 848574109 13,361 164,200 SH   SOLE   0 0 164,200
SPIRIT AIRLINES COM 848577102 29,357 615,065 SH   SOLE   437,200 0 177,865
SPLUNK COM 848637104 846,235 6,729,500 SH   SOLE   4,403,800 0 2,325,700
SPRINT CORP. COM 85207U105 210,676 32,066,400 SH   SOLE   22,983,900 0 9,082,500
STRATASYS LTD COM M85548101 220,721 7,515,200 SH   SOLE   7,188,100 0 327,100
STRYKER CORP. COM 863667101 46,358 225,500 SH   SOLE   0 0 225,500
T-MOBILE US INC. COM 872590104 33,504 451,900 SH   SOLE   17,200 0 434,700
TECHNIPFMC PLC COM G87110105 5,113 197,100 SH   SOLE   0 0 197,100
TEMPUR SEALY COM 88023U101 30,361 413,800 SH   SOLE   381,000 0 32,800
TERADYNE COM 880770102 97,073 2,026,152 SH   SOLE   1,044,362 0 981,790
TESLA INC. COM 88160R101 341,210 1,526,940 SH   SOLE   428,590 0 1,098,350
TEXAS INSTRS. INC. COM 882508104 3,752,968 32,702,755 SH   SOLE   4,694,428 0 28,008,327
TEXTRON INC. COM 883203101 292,232 5,509,660 SH   SOLE   815,460 0 4,694,200
THE CME GROUP COM 12572Q105 389,063 2,004,343 SH   SOLE   771,521 0 1,232,822
THE RUBICON PROJECT COM 78112V102 8,241 1,295,800 SH   SOLE   1,243,600 0 52,200
THERMO FISHER SCIENTIFIC COM 883556102 1,459,635 4,970,156 SH   SOLE   975,760 0 3,994,396
TIFFANY & CO. COM 886547108 9,392 100,300 SH   SOLE   53,000 0 47,300
TJX COS INC NEW COM 872540109 822,260 15,549,548 SH   SOLE   947,100 0 14,602,448
TRADEWEB MARKETS INC-CLASS A COM 892672106 10,073 229,920 SH   SOLE   96,620 0 133,300
TRANSDIGM GROUP COM 893641100 167,029 345,244 SH   SOLE   8,500 0 336,744
TRANSOCEAN LTD COM H8817H100 329,876 51,462,706 SH   SOLE   23,305,241 0 28,157,465
TRIBUNE MEDIA COMPANY COM 896047503 50,469 1,091,930 SH   SOLE   787,440 0 304,490
TRIBUNE PUBLISHING CO COM 89609W107 18,544 2,326,726 SH   SOLE   2,198,301 0 128,425
TRIMBLE INC COM 896239100 422,307 9,361,707 SH   SOLE   3,151,757 0 6,209,950
TUESDAY MORNING CORP. COM 899035505 3,482 2,060,100 SH   SOLE   1,509,000 0 551,100
TYSON FOODS COM 902494103 55,024 681,500 SH   SOLE   370,000 0 311,500
ULTA BEAUTY INC. COM 90384S303 97,615 281,400 SH   SOLE   102,700 0 178,700
UNION PACIFIC CORP. COM 907818108 455,187 2,691,662 SH   SOLE   102,050 0 2,589,612
UNITED AIRLINES HOLDINGS INC COM 910047109 3,328,744 38,021,067 SH   SOLE   12,718,286 0 25,302,781
UNITED PARCEL SVC INC. COM 911312106 370,888 3,591,443 SH   SOLE   542,017 0 3,049,426
UNITED TECHNOLOGIES CORP. COM 913017109 145,324 1,116,162 SH   SOLE   74,762 0 1,041,400
UNIVERSAL DISPLAY CORP COM 91347P105 881,321 4,686,381 SH   SOLE   2,958,190 0 1,728,191
US BANCORP DEL COM 902973304 279,301 5,330,179 SH   SOLE   298,779 0 5,031,400
V F CORP COM 918204108 51,100 585,000 SH   SOLE   285,000 0 300,000
VISA COM 92826C839 617,024 3,555,309 SH   SOLE   850,370 0 2,704,939
VMWARE COM 928563402 207,394 1,240,320 SH   SOLE   621,150 0 619,170
WATERS CORP COM 941848103 66,795 310,327 SH   SOLE   88,530 0 221,797
WELLS FARGO & CO. COM 949746101 2,392,732 50,564,911 SH   SOLE   11,229,360 0 39,335,551
WESTERN DIGITAL CORP COM 958102105 49,672 1,044,636 SH   SOLE   535,150 0 509,486
WHIRLPOOL CP COM 963320106 1,111,738 7,809,340 SH   SOLE   2,002,514 0 5,806,826
WILLSCOT CORP COM 971375126 6,542 435,000 SH   SOLE   189,600 0 245,400
XENCOR COM 98401F105 305,034 7,452,583 SH   SOLE   6,122,018 0 1,330,565
ZIMMER BIOMET HOLDINGS COM 98956P102 300,722 2,554,120 SH   SOLE   734,910 0 1,819,210
ZOOM VIDEO COMMUNICATIONS-A COM 98980L101 311 3,500 SH   SOLE   1,900 0 1,600
BEIGENE LTD COM 00BGDY260 61,009 6,350,100 SH   SOLE   3,886,600 0 2,463,500
AIRBUS SE COM 004012250 2,341,301 16,513,798 SH   SOLE   2,429,567 0 14,084,231
SIEMENS AG-Reg COM 005727973 1,621,966 13,636,303 SH   SOLE   3,786,022 0 9,850,281
SIEMENS HEALTHINEERS AG COM 00BD594Y4 308,760 7,316,721 SH   SOLE   1,770,700 0 5,546,021
SYRAH RESOURCES COM 00B23HV20 124 200,000 SH   SOLE   0 0 200,000
ROCHE HOLDING AG-CHF COM 007110388 1,564,407 5,560,379 SH   SOLE   786,061 0 4,774,318