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
A.O. SMITH COM 831865209 6,714 177,575 SH   SOLE   35,553 0 142,022
AAR CORP COM 000361105 5,065 285,196 SH   SOLE   56,125 0 229,071
ACADIA PHARMACEUTICALS COM 004225108 17,278 408,954 SH   SOLE   81,902 0 327,052
ADAPTIVE BIOTECHNOLOGIES COM 00650F109 10,712 385,590 SH   SOLE   77,165 0 308,425
ADOBE INC COM 00724F101 44,160 138,763 SH   SOLE   138,330 0 433
AECOM TECHNOLOGY CORPORATION COM 00766T100 10 337 SH   SOLE   0 0 337
AES CORP COM 00130H105 15 1,100 SH   SOLE   0 0 1,100
AIR LEASE CORPORATION CLASS A COM 00912X302 5 236 SH   SOLE   0 0 236
ALBEMARLE CORPORATION COM 012653101 5 90 SH   SOLE   0 0 90
ALEXANDER and BALDWIN INC COM 014491104 3,170 282,500 SH   SOLE   134,501 0 147,999
ALEXION PHARMACEUTICALS INC COM 015351109 13,811 153,810 SH   SOLE   153,330 0 480
ALIBABA GROUP HOLDING LTD ADR COM 01609W102 20,320 104,485 SH   SOLE   104,112 0 373
ALLSCRIPTS HEALTHCARE SOLUTIONS INC COM 01988P108 9,667 1,373,187 SH   SOLE   280,811 0 1,092,376
ALNYLAM PHARMACEUTICALS COM 02043Q107 11,829 108,675 SH   SOLE   20,685 0 87,990
ALPHABET INC CAP STK CL A COM 02079K305 27,235 23,439 SH   SOLE   23,305 0 134
ALPHABET INC CAP STK CL C COM 02079K107 23,610 20,304 SH   SOLE   20,301 0 3
ALPINE INCOME PROPERTY TRUST INC COM 02083X103 3,322 269,873 SH   SOLE   127,933 0 141,940
AMAZON.COM INC COM 023135106 66,546 34,131 SH   SOLE   34,023 0 108
AMC ENTERTAINMENT HOLDINGS INC CLASS A COM 00165C104 3,064 969,659 SH   SOLE   459,606 0 510,053
AMERICAN CAMPUS CMNTYS INC COM 024835100 4,685 168,845 SH   SOLE   80,199 0 88,646
AMERICAN HOMES 4 RENT CLASS A COM 02665T306 11 470 SH   SOLE   0 0 470
AMERIS BANCORP COM 03076K108 4,225 177,829 SH   SOLE   84,329 0 93,500
AMICUS THERAPEUTICS COM 03152W109 11,643 1,260,107 SH   SOLE   255,322 0 1,004,785
AMN HEALTHCARE SERVICES COM 001744101 24,230 419,135 SH   SOLE   115,020 0 304,115
ARES MANAGEMENT CORPORATION COM 03990B101 28,473 920,558 SH   SOLE   917,604 0 2,954
ARGO GROUP COM G0464B107 11,484 309,868 SH   SOLE   62,651 0 247,217
ASBURY AUTOMOTIVE GROUP COM 043436104 4,954 89,702 SH   SOLE   42,646 0 47,056
ASGN INC COM 00191U102 17,684 500,666 SH   SOLE   102,346 0 398,320
ASSURED GUARANTY LTD COM G0585R106 7 268 SH   SOLE   0 0 268
ATKORE INTERNATIONAL GROUP COM 047649108 11,973 568,226 SH   SOLE   114,253 0 453,973
ATLASSIAN CORP COM G06242104 13 97 SH   SOLE   0 0 97
ATRICURE COM 04963C209 12,335 367,236 SH   SOLE   74,110 0 293,126
AVANTOR COM 05352A100 12,874 1,030,762 SH   SOLE   208,118 0 822,644
AXOGEN COM 05463X106 6,504 625,350 SH   SOLE   123,667 0 501,683
AXONICS MODULATION TECHNOLOGIES COM 05465P101 14,543 572,331 SH   SOLE   114,060 0 458,271
B and G FOODS INC COM 05508R106 3,355 185,464 SH   SOLE   87,764 0 97,700
BANCORPSOUTH BANK COM 05971J102 3,737 197,527 SH   SOLE   94,300 0 103,227
BENEFITFOCUS COM 08180D106 3,606 404,760 SH   SOLE   83,219 0 321,541
BERRY GLOBAL GROUP INC COM 08579W103 6 190 SH   SOLE   0 0 190
BLACK HILLS CORPORATION COM 092113109 3,197 49,928 SH   SOLE   23,828 0 26,100
BLACK KNIGHT COM 09215C105 23,587 406,246 SH   SOLE   81,766 0 324,480
BLUEBIRD BIO COM 09609G100 6,101 132,754 SH   SOLE   26,481 0 106,273
BLUEPRINT MEDICINES COM 09627Y109 11,606 198,467 SH   SOLE   40,003 0 158,464
BOISE CASCADE COM 09739D100 15,860 666,947 SH   SOLE   138,769 0 528,178
BOOT BARN HOLDINGS COM 099406100 5,756 445,151 SH   SOLE   89,876 0 355,275
BORGWARNER INC COM 099724106 6 255 SH   SOLE   0 0 255
BOX INC COM 10316T104 18,921 1,347,636 SH   SOLE   279,140 0 1,068,496
BRANDYWINE REALTY TRUST COM 105368203 5,406 513,876 SH   SOLE   243,466 0 270,410
BRIGHAM MINERALS INC. CLASS A COM 10918L103 2,369 286,506 SH   SOLE   135,857 0 150,649
BRIGHTVIEW HOLDINGS COM 10948C107 4,861 439,545 SH   SOLE   208,248 0 231,297
BRP GROUP COM 05589G102 5,515 522,735 SH   SOLE   105,320 0 417,415
BUNGE LIMITED COM G16962105 7 180 SH   SOLE   0 0 180
BURLINGTON STORES COM 122017106 17,105 107,945 SH   SOLE   21,552 0 86,393
CABOT MICROELECTRONICS COM 12709P103 14,147 123,940 SH   SOLE   24,575 0 99,365
CALLAWAY GOLF COMPANY COM 131193104 13,113 1,283,096 SH   SOLE   372,538 0 910,558
CARDIOVASCULAR SYSTEMS COM 141619106 12,114 344,060 SH   SOLE   69,383 0 274,677
CASA SYSTEMS, INC COM 14713L102 4,454 1,272,545 SH   SOLE   607,489 0 665,056
CATCHMARK TIMBER TRUST INC. CLASS A COM 14912Y202 4,724 654,352 SH   SOLE   309,979 0 344,373
CENTURY COMMUNITIES INC COM 156504300 5,779 398,268 SH   SOLE   188,949 0 209,319
CERENCE INC COM 156727109 5,263 341,729 SH   SOLE   162,337 0 179,392
CERUS CORP COM 157085101 8,090 1,739,837 SH   SOLE   348,295 0 1,391,542
CHART INDUSTRIES COM 16115Q308 7,316 252,464 SH   SOLE   51,105 0 201,359
CHILDREN'S PLACE COM 168905107 3,608 184,461 SH   SOLE   35,932 0 148,529
CIENA CORP COM 171779309 30,558 767,594 SH   SOLE   158,035 0 609,559
CIRCOR INTERNATIONAL COM 17273K109 3,562 306,313 SH   SOLE   59,343 0 246,970
CIT GROUP INC COM 125581801 4 220 SH   SOLE   0 0 220
CME GROUP INC COM 12572Q105 13,449 77,782 SH   SOLE   77,527 0 255
COHERUS BIOSCIENCES, INC. COM 19249H103 7,119 438,891 SH   SOLE   207,818 0 231,073
COHU INC COM 192576106 2,660 214,876 SH   SOLE   101,896 0 112,980
COMMUNITY HEALTHCARE TRUST INC. COM 20369C106 4,316 112,741 SH   SOLE   53,615 0 59,126
COMPASS MINERALS INTERNATIONAL INC. COM 20451N101 3,289 85,504 SH   SOLE   40,724 0 44,780
CONDUENT INC. COM 206787103 3,634 1,483,077 SH   SOLE   701,427 0 781,650
COPART COM 217204106 152 2,218 SH   SOLE   0 0 2,218
CORNERSTONE ONDEMAND COM 21925Y103 16,830 530,079 SH   SOLE   107,793 0 422,286
CORPORATE OFFICE PPTYS TR COM 22002T108 1,101 49,760 SH   SOLE   23,593 0 26,167
COSTAR GROUP INC COM 22160N109 31,270 53,252 SH   SOLE   53,084 0 168
COUSINS PPTYS INC COM 222795502 11 370 SH   SOLE   0 0 370
COVANTA HOLDING CORPORATION COM 22282E102 4,785 559,696 SH   SOLE   266,166 0 293,530
CYBERARK SOFTWARE LTD COM M2682V108 18,154 212,183 SH   SOLE   38,272 0 173,911
DARLING INGREDIENTS INC COM 237266101 3,845 200,566 SH   SOLE   95,070 0 105,496
DELEK US HOLDINGS INC COM 24665A103 3,262 207,005 SH   SOLE   97,915 0 109,090
DENTSPLY SIRONA INC. COM 24906P109 10 260 SH   SOLE   0 0 260
DEXCOM COM 252131107 27,833 103,365 SH   SOLE   102,151 0 1,214
DIAMONDBACK ENERGY COM 25278X109 30 1,150 SH   SOLE   0 0 1,150
DICK'S SPORTING GOODS COM 253393102 46 2,175 SH   SOLE   0 0 2,175
DYCOM INDUSTRIES COM 267475101 5,692 221,918 SH   SOLE   43,064 0 178,854
EBIX INC. COM 278715206 2,979 196,259 SH   SOLE   92,929 0 103,330
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 16,780 88,962 SH   SOLE   88,650 0 312
ELEMENT SOLUTIONS COM 28618M106 16,308 1,950,776 SH   SOLE   397,477 0 1,553,299
EMERGENT BIOSOLUTIONS COM 29089Q105 14,187 245,195 SH   SOLE   49,709 0 195,486
ENCORE CAPITAL GROUP COM 292554102 4,014 171,702 SH   SOLE   81,859 0 89,843
ENTERPRISE FINANCIAL SERVICES CORP COM 293712105 4,419 158,314 SH   SOLE   75,064 0 83,250
ENVESTNET INC COM 29404K106 20,301 377,491 SH   SOLE   376,265 0 1,226
EPR PROPERTIES COM 26884U109 3 130 SH   SOLE   0 0 130
ESSENT GROUP LTD COM G3198U102 17,437 662,012 SH   SOLE   132,836 0 529,176
EURONET WORLDWIDE COM 298736109 9,708 113,249 SH   SOLE   22,494 0 90,755
EVERCORE COM 29977A105 19,232 417,541 SH   SOLE   84,125 0 333,416
EVOLENT HEALTH COM 30050B101 6,543 1,204,981 SH   SOLE   245,808 0 959,173
EXTENDED STAY AMERICA COM 30224P200 9,593 1,312,276 SH   SOLE   270,526 0 1,041,750
FACEBOOK INC CLASS A COM 30303M102 34,031 204,022 SH   SOLE   203,353 0 669
FB FINANCIAL CORPORATION COM 30257X104 3,185 161,526 SH   SOLE   77,110 0 84,416
FIRST BANCORP COM 318910106 4,321 187,240 SH   SOLE   88,767 0 98,473
FIRST HORIZON NATIONAL CORPORATION COM 320517105 4,379 543,306 SH   SOLE   259,036 0 284,270
FIRST INTERSTATE BANCSYSTEM INC CLASSA COM 32055Y201 5,055 175,294 SH   SOLE   82,835 0 92,459
FIRST MIDWEST BANCORP INC COM 320867104 4,366 329,859 SH   SOLE   156,402 0 173,457
FIRSTCASH COM 33767D105 15,903 221,675 SH   SOLE   44,926 0 176,749
FLEETCOR TECHNOLOGIES COM 339041105 123 660 SH   SOLE   0 0 660
FLEX LTD. COM Y2573F102 2,729 325,848 SH   SOLE   154,338 0 171,510
FLEXION THERAPEUTICS COM 33938J106 4,646 590,298 SH   SOLE   119,237 0 471,061
FOCUS FINANCIAL PARTNERS COM 34417P100 13,752 597,660 SH   SOLE   119,758 0 477,902
FOOT LOCKER, INC. COM 344849104 3,668 166,340 SH   SOLE   78,964 0 87,376
FORMFACTOR COM 346375108 9,209 458,397 SH   SOLE   99,194 0 359,203
FOUR CORNERS PROPERTY TRUST INC COM 35086T109 4,459 238,297 SH   SOLE   113,389 0 124,908
FOX FACTORY HOLDING COM 35138V102 7,168 170,661 SH   SOLE   32,996 0 137,665
FTI CONSULTING COM 302941109 2,463 20,562 SH   SOLE   3,266 0 17,296
GALAPAGOS NV COM 36315X101 7,833 39,983 SH   SOLE   7,068 0 32,915
GAMING AND LEISURE PROPERTIES INC. COM 36467J108 4 140 SH   SOLE   0 0 140
GASLOG LTD COM G37585109 3,630 1,002,745 SH   SOLE   206,479 0 796,266
GLAUKOS CORP COM 377322102 11,477 371,902 SH   SOLE   74,851 0 297,051
GLOBAL BLOOD THERAPEUTICS COM 37890U108 10,274 201,098 SH   SOLE   40,368 0 160,730
GMS INC. COM 36251C103 4,847 308,138 SH   SOLE   145,962 0 162,176
GOOSEHEAD INSURANCE COM 38267D109 16,854 377,630 SH   SOLE   75,692 0 301,938
GRAPHIC PACKAGING HOLDING COM 388689101 4,005 328,306 SH   SOLE   155,996 0 172,310
GRAY TELEVISION INC. COM 389375106 4,770 444,147 SH   SOLE   210,311 0 233,836
GUIDEWIRE SOFTWARE INC COM 40171V100 17,500 220,654 SH   SOLE   219,914 0 740
HANCOCK WHITNEY CORPORATION COM 410120109 4,347 222,698 SH   SOLE   106,310 0 116,388
HANOVER INSURANCE GROUP INC. COM 410867105 6 70 SH   SOLE   0 0 70
HEALTHEQUITY COM 42226A107 11,017 217,762 SH   SOLE   44,379 0 173,383
HERTZ GLOBAL HOLDINGS COM 42806J106 2,065 334,162 SH   SOLE   159,250 0 174,912
HORACE MANN EDUCATORS CORPORATION COM 440327104 4,147 113,342 SH   SOLE   53,982 0 59,360
HOUGHTON MIFFLIN HARCOURT COM 44157R109 2,971 1,580,297 SH   SOLE   318,818 0 1,261,479
HUB GROUP COM 443320106 15,356 337,720 SH   SOLE   66,670 0 271,050
HUNTSMAN CORPORATION COM 447011107 5 360 SH   SOLE   0 0 360
IAA INC COM 449253103 11,974 399,653 SH   SOLE   78,415 0 321,238
ICF INTERNATIONAL COM 44925C103 21,274 309,662 SH   SOLE   62,562 0 247,100
ICON PLC COM G4705A100 27,853 204,799 SH   SOLE   34,521 0 170,278
ILLUMINA INC COM 452327109 24,269 88,858 SH   SOLE   88,569 0 289
IMAX CORP COM 45245E109 2,340 258,548 SH   SOLE   122,138 0 136,410
IMMUNOMEDICS COM 452907108 10,208 757,275 SH   SOLE   151,290 0 605,985
INDUSTRIAL LOGISTICS PROPERTIES TRUST COM 456237106 4,519 257,654 SH   SOLE   122,351 0 135,303
INGERSOLL RAND COM 45687V106 18,219 734,639 SH   SOLE   147,158 0 587,481
INMODE LTD. COM M5425M103 471 21,919 SH   SOLE   10,424 0 11,495
INT'L GAME TECHNOLOGY COM G4863A108 13,487 2,266,797 SH   SOLE   619,780 0 1,647,017
INTERCEPT PHARMACEUTICALS COM 45845P108 5,509 87,500 SH   SOLE   17,537 0 69,963
INTERCONTINENTAL EXCHANGE INC COM 45866F104 14,490 179,443 SH   SOLE   178,830 0 613
INTUITIVE SURGICAL INC COM 46120E602 26,848 54,216 SH   SOLE   54,048 0 168
INVESTORS REAL ESTATE TRUST COM 461730509 3,266 59,382 SH   SOLE   28,251 0 31,131
INVITATION HOMES INC. COM 46187W107 7 350 SH   SOLE   0 0 350
IONIS PHARMACEUTICALS COM 462222100 10,512 222,342 SH   SOLE   44,736 0 177,606
IOVANCE BIOTHERAPEUTICS COM 462260100 11,358 379,418 SH   SOLE   76,152 0 303,266
IRONWOOD PHARMACEUTICALS COM 46333X108 12,757 1,264,317 SH   SOLE   255,689 0 1,008,628
J.M. SMUCKER COMPANY COM 832696405 10 90 SH   SOLE   0 0 90
JEFFERIES FINANCIAL GROUP INC COM 47233W109 5 340 SH   SOLE   0 0 340
JERNIGAN CAPITAL INC. COM 476405105 3,085 281,480 SH   SOLE   133,457 0 148,023
KANSAS CITY SOUTHERN COM 485170302 9 73 SH   SOLE   0 0 73
KAR AUCTION SERVICES COM 48238T109 8,410 700,821 SH   SOLE   139,376 0 561,445
KBR, INC COM 48242W106 15,358 742,641 SH   SOLE   150,326 0 592,315
KNIGHT-SWIFT TRANSPORTATION COM 499049104 13,852 422,324 SH   SOLE   87,946 0 334,378
KRATOS DEFENSE and SECURITY SOLUTIONS COM 50077B207 15,884 1,147,668 SH   SOLE   234,005 0 913,663
KULICKE and SOFFA INDS INC COM 501242101 6,669 319,564 SH   SOLE   151,264 0 168,300
LANTHEUS HOLDINGS INC COM 516544103 5,422 424,955 SH   SOLE   201,381 0 223,574
LEXINGTON REALTY TRUST COM 529043101 4,782 481,577 SH   SOLE   229,152 0 252,425
LIONS GATE ENTERTAINMENT CL B COM 535919500 11,684 2,093,980 SH   SOLE   711,729 0 1,382,251
LIVENT CORPORATION COM 53814L108 3,767 717,576 SH   SOLE   340,246 0 377,330
LIVERAMP HOLDINGS COM 53815P108 24,559 746,008 SH   SOLE   155,923 0 590,085
LUMENTUM HOLDINGS COM 55024U109 23,960 325,107 SH   SOLE   66,409 0 258,698
M.D.C. HOLDINGS INC. COM 552676108 3,817 164,528 SH   SOLE   78,008 0 86,520
MACQUARIE INFRASTRUCTURE CORP COM 55608B105 8 300 SH   SOLE   0 0 300
MARINEMAX INC COM 567908108 3,244 311,347 SH   SOLE   147,557 0 163,790
MARKETAXESS HOLDINGS INC COM 57060D108 20,444 61,474 SH   SOLE   61,275 0 199
MASONITE INTERNATIONAL COM 575385109 12,523 263,911 SH   SOLE   53,999 0 209,912
MASTEC INC. COM 576323109 7,273 222,211 SH   SOLE   105,172 0 117,039
MASTERCARD INCORPORATED CL A COM 57636Q104 25,722 106,483 SH   SOLE   106,141 0 342
MEDICAL PROPERTIES TRUST INC. COM 58463J304 7 380 SH   SOLE   0 0 380
MERITOR INC. COM 59001K100 4,197 316,729 SH   SOLE   150,100 0 166,629
MIDDLEBY CORPORATION COM 596278101 2,743 48,224 SH   SOLE   22,840 0 25,384
MIMECAST LIMITED COM G14838109 14,508 410,980 SH   SOLE   74,057 0 336,923
MOMENTA PHARMACEUTICALS COM 60877T100 12,853 472,546 SH   SOLE   94,334 0 378,212
MONRO COM 610236101 7,733 176,522 SH   SOLE   35,234 0 141,288
MSG NETWORKS INC CLASS A COM 553573106 3,686 361,326 SH   SOLE   171,047 0 190,279
NEXSTAR MEDIA GROUP COM 65336K103 1,942 33,641 SH   SOLE   15,951 0 17,690
NIKE INC CLASS B COM 654106103 19,444 235,007 SH   SOLE   234,238 0 769
NORTHWESTERN CORPORATION COM 668074305 4,172 69,739 SH   SOLE   33,001 0 36,738
NOVOCURE LTD COM G6674U108 10,147 150,689 SH   SOLE   30,609 0 120,080
NUANCE COMMUNICATIONS COM 67020Y100 23,454 1,397,706 SH   SOLE   291,402 0 1,106,304
OKTA INC COM 679295105 25,798 211,012 SH   SOLE   210,299 0 713
OLD REPUBLIC INTERNATIONAL CORPORATION COM 680223104 6 390 SH   SOLE   0 0 390
OMNICELL COM 68213N109 19,621 299,196 SH   SOLE   59,722 0 239,474
ONTO INNOVATION COM 683344105 13,752 463,482 SH   SOLE   97,992 0 365,490
ORION ENGINEERED CARBONS COM L72967109 7,258 972,861 SH   SOLE   190,987 0 781,874
OUTFRONT MEDIA INC. COM 69007J106 3,354 248,801 SH   SOLE   118,264 0 130,537
OXFORD INDUSTRIES INC COM 691497309 2,649 73,052 SH   SOLE   34,638 0 38,414
PACIFIC PREMIER BANCORP INC. COM 69478X105 4,966 263,588 SH   SOLE   124,888 0 138,700
PACIRA BIOSCIENCES COM 695127100 11,250 335,519 SH   SOLE   65,866 0 269,653
PACWEST BANCORP COM 695263103 4,064 226,769 SH   SOLE   108,259 0 118,510
PAGERDUTY COM 69553P100 13,604 787,277 SH   SOLE   159,679 0 627,598
PALO ALTO NETWORKS COM 697435105 15,330 93,497 SH   SOLE   92,347 0 1,150
PALOMAR HOLDINGS COM 69753M105 24,872 427,648 SH   SOLE   86,320 0 341,328
PARSLEY ENERGY COM 701877102 5,582 974,251 SH   SOLE   196,667 0 777,584
PERFORMANCE FOOD GROUP COM 71377A103 18,870 763,356 SH   SOLE   151,068 0 612,288
PETIQ INC COM 71639T106 15,487 666,680 SH   SOLE   135,389 0 531,291
PGT INNOVATIONS COM 69336V101 5,620 669,786 SH   SOLE   135,338 0 534,448
PHREESIA COM 71944F106 10,167 483,431 SH   SOLE   93,400 0 390,031
PHYSICIANS REALTY TRUST COM 71943U104 4,461 320,036 SH   SOLE   151,586 0 168,450
PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 6 160 SH   SOLE   0 0 160
PINNACLE WEST CAPITAL CORPORATION COM 723484101 7 90 SH   SOLE   0 0 90
PNM RES INC COM 69349H107 6,726 177,012 SH   SOLE   83,772 0 93,240
POLARIS INDUSTRIES INC. COM 731068102 6 130 SH   SOLE   0 0 130
PRA GROUP INC COM COM 69354N106 4,479 161,574 SH   SOLE   77,129 0 84,445
PREMIER INC CLASS A COM 74051N102 9,115 278,583 SH   SOLE   131,903 0 146,680
PRESTIGE CONSUMER HEALTHCARE INC COM 74112D101 5,478 149,345 SH   SOLE   70,816 0 78,529
PTC INC COM 69370C100 25,033 408,969 SH   SOLE   82,248 0 326,721
PVH CORP. COM 693656100 4 100 SH   SOLE   0 0 100
QTS REALTY TRUST COM 74736A103 17,736 305,744 SH   SOLE   60,087 0 245,657
REALPAGE COM 75606N109 28,771 543,574 SH   SOLE   111,273 0 432,301
RENASANT CORPORATION COM 75970E107 4,863 222,683 SH   SOLE   105,504 0 117,179
RUSH ENTERPRISES INC. CLASS A COM 781846209 5,181 162,304 SH   SOLE   76,961 0 85,343
RYDER SYSTEM INC COM 783549108 3,308 125,097 SH   SOLE   59,318 0 65,779
RYMAN HOSPITALITY PROPERTIES INC. COM 78377T107 5,195 144,898 SH   SOLE   68,954 0 75,944
S and P 500 CALL JUN20 2980.00 COM 00Q996878 8 400 SH   SOLE   0 0 400
S and P 500 PUT JUN20 2225.00 COM 20N99HGW1 38 400 SH   SOLE   0 0 400
S and P 500 PUT JUN20 2640.00 COM 60L995H79 89 400 SH   SOLE   0 0 400
SANMINA-SCI CORP COM 801056102 4,592 168,331 SH   SOLE   79,738 0 88,593
SCHNEIDER NATIONAL COM 80689H102 20,093 1,038,936 SH   SOLE   211,959 0 826,977
SCORPIO TANKERS INC COM Y7542C130 3,518 183,983 SH   SOLE   87,181 0 96,802
SELECT ENERGY SERVICES INC. CLASS A COM 81617J301 2,616 809,788 SH   SOLE   383,780 0 426,008
SELECTIVE INS GROUP INC COM 816300107 4,508 90,700 SH   SOLE   43,126 0 47,574
SENSATA TECHNOLOGIES COM G8060N102 78 2,684 SH   SOLE   0 0 2,684
SERVICENOW INC COM 81762P102 29,377 102,509 SH   SOLE   102,188 0 321
SHOPIFY COM 82509L107 15 37 SH   SOLE   0 0 37
SILICON MOTION TECHNOLOGY COM 82706C108 13,382 365,034 SH   SOLE   64,747 0 300,287
SILK ROAD MEDICAL COM 82710M100 17,475 555,126 SH   SOLE   111,348 0 443,778
SKECHERS USA COM 830566105 9 360 SH   SOLE   0 0 360
SKYLINE CHAMPION COM 830830105 13,538 863,385 SH   SOLE   175,386 0 687,999
SOLARIS OILFIELD INFRASTR INC. CL A COM 83418M103 2,205 419,942 SH   SOLE   199,482 0 220,460
SPARK ENERGY INC CLASS A COM 846511103 2,544 405,702 SH   SOLE   192,933 0 212,769
SPOTIFY TECHNOLOGY SA COM L8681T102 2 17 SH   SOLE   0 0 17
SPROUT SOCIAL COM 85209W109 6,978 437,243 SH   SOLE   87,411 0 349,832
SPX CORP COM 784635104 19,704 603,689 SH   SOLE   122,078 0 481,611
SSandC TECHNOLOGIES COM 78467J100 28,484 650,017 SH   SOLE   136,660 0 513,357
STAG INDUSTRIAL INC COM 85254J102 4,989 221,515 SH   SOLE   105,265 0 116,250
STEEL DYNAMICS COM 858119100 11,656 517,120 SH   SOLE   107,389 0 409,731
STIFEL FINANCIAL COM 860630102 21,580 522,782 SH   SOLE   105,803 0 416,979
STONERIDGE INC COM 86183P102 4,471 266,916 SH   SOLE   126,573 0 140,343
STRATEGIC EDUCATION COM 86272C103 20,596 147,365 SH   SOLE   29,643 0 117,722
SUNSTONE HOTEL INVS INC COM 867892101 3,589 412,061 SH   SOLE   196,711 0 215,350
SVB FINANCIAL GROUP COM 78486Q101 13,097 86,692 SH   SOLE   17,471 0 69,221
SYNEOS HEALTH COM 87166B102 21,145 536,411 SH   SOLE   108,859 0 427,552
SYNNEX CORPORATION COM 87162W100 7 100 SH   SOLE   0 0 100
SYNOVUS FINANCIAL CORP. COM 87161C501 4 250 SH   SOLE   0 0 250
TABULA RASA HEALTHCARE COM 873379101 14,146 270,533 SH   SOLE   52,156 0 218,377
TACTILE SYSTEMS TECHNOLOGY COM 87357P100 9,910 246,756 SH   SOLE   48,471 0 198,285
TALEND SA COM 874224207 4,792 213,658 SH   SOLE   39,000 0 174,658
TCF FINANCIAL CORPORATION COM 872307103 4,458 196,717 SH   SOLE   93,754 0 102,963
TELADOC HEALTH INC COM 87918A105 44,209 285,199 SH   SOLE   205,807 0 79,392
TENCENT HLDGS LTD. UNSP ADR COM 88032Q109 6 117 SH   SOLE   0 0 117
TERADYNE COM 880770102 17,332 319,959 SH   SOLE   65,442 0 254,517
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 5 210 SH   SOLE   0 0 210
THOR INDUSTRIES INC COM 885160101 5 120 SH   SOLE   0 0 120
TIVITY HEALTH INC. COM 88870R102 2,626 417,567 SH   SOLE   197,687 0 219,880
TIVO INC COM 88870P106 4,275 603,827 SH   SOLE   286,053 0 317,774
TRADE DESK INC CLASS A COM 88339J105 14,168 73,408 SH   SOLE   73,161 0 247
TRITON INTERNATIONAL LTD. CLASS A COM G9078F107 4,594 177,564 SH   SOLE   84,140 0 93,424
TRIUMPH BANCORP COM 89679E300 11,499 442,262 SH   SOLE   89,846 0 352,416
TUTOR PERINI COM 901109108 4,637 690,052 SH   SOLE   326,864 0 363,188
TYLER TECHNOLOGIES INC COM 902252105 21,524 72,579 SH   SOLE   72,349 0 230
UBER TECHNOLOGIES INC COM 90353T100 25,868 926,512 SH   SOLE   924,128 0 2,384
UMPQUA HLDGS CORP COM 904214103 4,507 413,523 SH   SOLE   195,872 0 217,651
UNIVERSAL ELECTRONICS INC COM 913483103 4,865 126,786 SH   SOLE   60,036 0 66,750
UNIVERSAL INSURANCE HOLDINGS INC. COM 91359V107 3,639 203,043 SH   SOLE   96,523 0 106,520
URBAN OUTFITTERS INC COM 917047102 3,850 270,334 SH   SOLE   128,065 0 142,269
VALLEY NATIONAL BANCORP COM 919794107 4,935 675,130 SH   SOLE   320,265 0 354,865
VEEVA SYSTEMS COM 922475108 28,842 184,446 SH   SOLE   183,824 0 622
VERITEX HOLDINGS INC. COM 923451108 4,136 296,031 SH   SOLE   140,427 0 155,604
VERRA MOBILITY COM 92511U102 8,767 1,227,830 SH   SOLE   238,894 0 988,936
VERTEX PHARMACEUTICALS INCORPORATED COM 92532F100 31,332 131,673 SH   SOLE   131,238 0 435
VIRTU FINANCIAL COM 928254101 14,284 686,071 SH   SOLE   139,930 0 546,141
VIRTUS INVESTMENT PARTNERS COM 92828Q109 10,303 135,373 SH   SOLE   27,279 0 108,094
VISA INC COM 92826C839 35,153 218,177 SH   SOLE   217,481 0 696
VISTEON CORPORATION COM 92839U206 4,940 102,964 SH   SOLE   48,739 0 54,225
VOYA FINANCIAL INC COM 929089100 9 220 SH   SOLE   0 0 220
WABASH NATIONAL COM 929566107 11,253 1,558,520 SH   SOLE   474,122 0 1,084,398
WEBSTER FINL CORP CONN COM 947890109 4,439 193,840 SH   SOLE   92,431 0 101,409
WESBANCO INC COM 950810101 5,106 215,452 SH   SOLE   102,133 0 113,319
WESCO INTERNATIONAL INC. COM 95082P105 4,082 178,646 SH   SOLE   84,573 0 94,073
WESTERN ALLIANCE BANCORP COM 957638109 3,959 129,329 SH   SOLE   61,086 0 68,243
WESTERN DIGITAL CORPORATION COM 958102105 7 180 SH   SOLE   0 0 180
WEX INC COM 96208T104 11,982 114,605 SH   SOLE   22,257 0 92,348
WEYERHAEUSER COMPANY COM 962166104 8 500 SH   SOLE   0 0 500
WINNEBAGO INDUSTRIES INC. COM 974637100 5,848 210,298 SH   SOLE   99,579 0 110,719
WOODWARD COM 980745103 10,225 172,016 SH   SOLE   33,403 0 138,613
WPX ENERGY INC CLASS A COM 98212B103 3 973 SH   SOLE   0 0 973
WYNDHAM DESTINATIONS INC. COM 98310W108 5 250 SH   SOLE   0 0 250
WYNN RESORTS LIMITED COM 983134107 7 115 SH   SOLE   0 0 115
ZENDESK COM 98936J101 14,682 229,377 SH   SOLE   46,509 0 182,868
ZIX CORPORATION COM 98974P100 5,119 1,187,709 SH   SOLE   566,986 0 620,723
ZUORA INC COM 98983V106 11,400 1,416,101 SH   SOLE   285,295 0 1,130,806
ZYMEWORKS COM 98985W102 6,367 179,509 SH   SOLE   31,779 0 147,730
ZYNGA COM 98986T108 18,737 2,735,315 SH   SOLE   542,078 0 2,193,237