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
UNION PAC CORP COM 907818108 82,471 487,792 SH   SOLE   384,422 0 103,370
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 212,779 1,438,665 SH   SOLE   1,306,655 0 132,010
TRANSDIGM GROUP INC COM 893641100 139,942 316,575 SH   SOLE   255,996 0 60,579
LULULEMON ATHLETICA INC COM 550021109 49,463 158,530 SH   SOLE   130,876 0 27,654
TRADEWEB MKTS INC CL A 892672106 64,711 1,113,024 SH   SOLE   920,724 0 192,300
HILTON WORLDWIDE HLDGS INC COM 43300A203 62,374 849,204 SH   SOLE   703,299 0 145,905
BRP INC COM SUN VTG 05577W200 23,222 545,363 SH   SOLE   509,429 0 35,934
TELEDYNE TECHNOLOGIES INC COM 879360105 125,897 404,878 SH   SOLE   336,178 0 68,700
GARTNER INC COM 366651107 1,744 14,370 SH   SOLE   14,370 0 0
ALPHABET INC CAP STK CL A 02079K305 346,739 244,518 SH   SOLE   192,156 0 52,362
REATA PHARMACEUTICALS INC CL A 75615P103 24,768 158,746 SH   SOLE   133,966 0 24,780
MOMENTA PHARMACEUTICALS INC COM 60877T100 13,634 409,804 SH   SOLE   382,264 0 27,540
CHARLES RIV LABS INTL INC COM 159864107 52,586 301,610 SH   SOLE   232,420 0 69,190
NIKE INC CL B 654106103 135,430 1,381,237 SH   SOLE   1,123,722 0 257,515
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 21,875 1,954,859 SH   SOLE   1,509,309 0 445,550
PEPSICO INC COM 713448108 4,817 36,420 SH   SOLE   24,130 0 12,290
AMERICAN TOWER CORP NEW COM 03027X100 758 2,932 SH   SOLE   455 0 2,477
BIOGEN INC COM 09062X103 490 1,832 SH   SOLE   245 0 1,587
CYRUSONE INC COM 23283R100 16,472 226,420 SH   SOLE   210,341 0 16,079
APPLIED MATLS INC COM 038222105 147,063 2,432,800 SH   SOLE   1,911,706 0 521,094
TRANSUNION COM 89400J107 85,637 983,881 SH   SOLE   793,297 0 190,584
APOLLO GLOBAL MGMT INC COM CL A 03768E105 26,639 533,633 SH   SOLE   411,943 0 121,690
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 25,659 1,729,053 SH   SOLE   1,340,512 0 388,541
ACI WORLDWIDE INC COM 004498101 16,865 624,878 SH   SOLE   582,768 0 42,110
PACIRA BIOSCIENCES COM 695127100 71,424 1,361,242 SH   SOLE   1,291,202 0 70,040
BRISTOL-MYERS SQUIBB CO COM 110122108 112,569 1,914,436 SH   SOLE   1,520,546 0 393,890
FORTINET INC COM 34959E109 157,502 1,147,388 SH   SOLE   931,698 0 215,690
DROPBOX INC CL A 26210C104 80,550 3,700,038 SH   SOLE   3,189,868 0 510,170
RUSH ENTERPRISES INC CL A 781846209 2,155 51,967 SH   SOLE   51,967 0 0
MKS INSTRS INC COM 55306N104 23,173 204,635 SH   SOLE   157,967 0 46,668
NEXSTAR MEDIA GROUP INC CL A 65336K103 23,111 276,151 SH   SOLE   218,713 0 57,438
MICROCHIP TECHNOLOGY INC. COM 595017104 36,696 348,458 SH   SOLE   287,848 0 60,610
WEX INC COM 96208T104 74,370 450,700 SH   SOLE   377,560 0 73,140
FIRST AMERN FINL CORP COM 31847R102 31,993 666,253 SH   SOLE   595,233 0 71,020
CERIDIAN HCM HLDG INC COM 15677J108 30,205 381,034 SH   SOLE   294,262 0 86,772
HEICO CORP NEW CL A 422806208 27,282 335,820 SH   SOLE   264,060 0 71,760
KLA CORP COM NEW 482480100 4,186 21,525 SH   SOLE   14,260 0 7,265
FATE THERAPEUTICS INC COM 31189P102 15,039 438,323 SH   SOLE   409,263 0 29,060
STORE CAP CORP COM 862121100 25,782 1,082,826 SH   SOLE   1,005,656 0 77,170
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 408 1,893 SH   SOLE   1,893 0 0
WNS HLDGS LTD SPON ADR 92932M101 25,399 461,974 SH   SOLE   430,903 0 31,071
ZYNGA INC CL A 98986T108 69,197 7,253,357 SH   SOLE   6,365,807 0 887,550
BERRY GLOBAL GROUP INC COM 08579W103 36,815 830,658 SH   SOLE   778,018 0 52,640
IDEX CORP COM 45167R104 26,757 169,307 SH   SOLE   127,109 0 42,198
INTERNATIONAL BUSINESS MACHS COM 459200101 242 2,000 SH   SOLE   2,000 0 0
ROCKWELL AUTOMATION INC COM 773903109 86,611 406,626 SH   SOLE   354,606 0 52,020
MIMECAST LTD ORD SHS G14838109 32,235 773,774 SH   SOLE   726,974 0 46,800
GALLAGHER ARTHUR J & CO COM 363576109 100,278 1,028,601 SH   SOLE   820,066 0 208,535
NEUROCRINE BIOSCIENCES INC COM 64125C109 48,735 399,466 SH   SOLE   308,006 0 91,460
VERIZON COMMUNICATIONS INC COM 92343V104 6,376 115,660 SH   SOLE   76,660 0 39,000
ACCELERON PHARMA INC COM 00434H108 63,354 664,994 SH   SOLE   568,284 0 96,710
STERIS PLC SHS USD G8473T100 108,553 707,463 SH   SOLE   569,715 0 137,748
SEATTLE GENETICS INC COM 812578102 68,873 405,326 SH   SOLE   349,496 0 55,830
CITIGROUP INC COM NEW 172967424 4,479 87,645 SH   SOLE   58,630 0 29,015
SAREPTA THERAPEUTICS INC COM 803607100 48,446 302,145 SH   SOLE   230,718 0 71,427
VISA INC COM CL A 92826C839 225,066 1,165,120 SH   SOLE   937,046 0 228,074
MONGODB INC CL A 60937P106 35,886 158,550 SH   SOLE   131,880 0 26,670
SBA COMMUNICATIONS CORP NEW CL A 78410G104 80,354 269,716 SH   SOLE   223,840 0 45,876
GOLDMAN SACHS GROUP INC COM 38141G104 22,627 114,500 SH   SOLE   107,630 0 6,870
COSTCO WHSL CORP NEW COM 22160K105 1,109 3,656 SH   SOLE   574 0 3,082
BLUEPRINT MEDICINES CORP COM 09627Y109 82,070 1,052,183 SH   SOLE   903,243 0 148,940
CONSTELLATION BRANDS INC CL A 21036P108 67,606 386,429 SH   SOLE   305,521 0 80,908
EQUITY LIFESTYLE PPTYS INC COM 29472R108 26,173 418,909 SH   SOLE   323,194 0 95,715
METTLER TOLEDO INTERNATIONAL COM 592688105 127,023 157,685 SH   SOLE   133,480 0 24,205
TREX CO INC COM 89531P105 117,738 905,188 SH   SOLE   777,048 0 128,140
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 14,580 230,948 SH   SOLE   215,348 0 15,600
ROSS STORES INC COM 778296103 59,849 702,128 SH   SOLE   579,938 0 122,190
HUBSPOT INC COM 443573100 81,488 363,217 SH   SOLE   289,307 0 73,910
TELADOC HEALTH INC COM 87918A105 3,439 18,018 SH   SOLE   18,018 0 0
BOTTOMLINE TECH DEL INC COM 101388106 38,035 749,166 SH   SOLE   699,223 0 49,943
REXFORD INDL RLTY INC COM 76169C100 23,623 570,188 SH   SOLE   530,646 0 39,542
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 55,121 5,341,204 SH   SOLE   4,711,033 0 630,171
SVB FINANCIAL GROUP COM 78486Q101 410 1,900 SH   SOLE   1,900 0 0
FACEBOOK INC CL A 30303M102 291,569 1,284,047 SH   SOLE   1,029,905 0 254,142
2U INC COM 90214J101 27,335 720,096 SH   SOLE   672,296 0 47,800
CSX CORP COM 126408103 665 9,530 SH   SOLE   9,530 0 0
SUN CMNTYS INC COM 866674104 61,870 455,999 SH   SOLE   373,737 0 82,262
COOPER COS INC COM NEW 216648402 58,291 205,509 SH   SOLE   169,708 0 35,801
SKYLINE CHAMPION CORPORATION COM 830830105 17,694 726,965 SH   SOLE   679,086 0 47,879
INTEL CORP COM 458140100 50,734 847,961 SH   SOLE   667,141 0 180,820
NCR CORP NEW COM 62886E108 25,001 1,443,476 SH   SOLE   1,190,313 0 253,163
SALESFORCE COM INC COM 79466L302 212,299 1,133,287 SH   SOLE   900,567 0 232,720
COSTAR GROUP INC COM 22160N109 73,758 103,787 SH   SOLE   84,852 0 18,935
MERCK & CO. INC COM 58933Y105 6,866 88,789 SH   SOLE   60,518 0 28,271
NICE LTD SPONSORED ADR 653656108 107,449 567,793 SH   SOLE   507,873 0 59,920
MADISON SQUARE GRDN SPRT COR CL A 55825T103 34,150 232,484 SH   SOLE   195,804 0 36,680
ZENDESK INC COM 98936J101 161,649 1,825,925 SH   SOLE   1,618,638 0 207,287
ISHARES TR RUS 1000 GRW ETF 464287614 214 1,117 SH   SOLE   1,117 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 47,635 838,347 SH   SOLE   676,617 0 161,730
MASIMO CORP COM 574795100 69,247 303,727 SH   SOLE   259,982 0 43,745
IDEXX LABS INC COM 45168D104 109,176 330,676 SH   SOLE   282,291 0 48,385
ACADIA PHARMACEUTICALS INC COM 004225108 26,463 545,976 SH   SOLE   507,986 0 37,990
PRIMERICA INC COM 74164M108 34,001 291,602 SH   SOLE   271,811 0 19,791
CHIPOTLE MEXICAN GRILL INC COM 169656105 43,822 41,642 SH   SOLE   34,582 0 7,060
SQUARE INC CL A 852234103 45,881 437,214 SH   SOLE   359,514 0 77,700
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 67,419 1,193,675 SH   SOLE   987,790 0 205,885
AZEK CO INC CL A 05478C105 21,392 671,425 SH   SOLE   518,385 0 153,040
RPM INTL INC COM 749685103 56,218 748,979 SH   SOLE   619,889 0 129,090
GLOBAL PMTS INC COM 37940X102 168,460 993,161 SH   SOLE   877,262 0 115,899
VIAVI SOLUTIONS INC COM 925550105 43,089 3,382,207 SH   SOLE   2,912,418 0 469,789
WASTE CONNECTIONS INC COM 94106B101 25,877 275,903 SH   SOLE   236,103 0 39,800
CATALENT INC COM 148806102 76,640 1,045,561 SH   SOLE   884,851 0 160,710
HAEMONETICS CORP COM 405024100 23,507 262,468 SH   SOLE   244,653 0 17,815
BRIGHT HORIZONS FAM SOL IN D COM 109194100 4,389 37,450 SH   SOLE   37,450 0 0
NXP SEMICONDUCTORS N V COM N6596X109 57,508 504,279 SH   SOLE   437,025 0 67,254
TURNING POINT THERAPEUTICS I COM 90041T108 16,540 256,078 SH   SOLE   239,138 0 16,940
MICROSOFT CORP COM 594918104 455,282 2,237,146 SH   SOLE   1,774,824 0 462,322
VAIL RESORTS INC COM 91879Q109 2,211 12,140 SH   SOLE   12,140 0 0
SITIME CORP COM 82982T106 25,724 542,578 SH   SOLE   507,201 0 35,377
COMCAST CORP NEW CL A 20030N101 5,916 151,774 SH   SOLE   91,204 0 60,570
REPAY HLDGS CORP COM CL A 76029L100 19,558 794,069 SH   SOLE   741,639 0 52,430
WOODWARD INC COM 980745103 24,786 319,618 SH   SOLE   298,288 0 21,330
L3HARRIS TECHNOLOGIES INC COM 502431109 135,857 800,715 SH   SOLE   637,380 0 163,335
SERVICE CORP INTL COM 817565104 4,233 108,850 SH   SOLE   72,160 0 36,690
UNIFIRST CORP MASS COM 904708104 31,746 177,399 SH   SOLE   165,604 0 11,795
NVIDIA CORPORATION COM 67066G104 83,752 220,452 SH   SOLE   174,027 0 46,425
ASSURANT INC COM 04621X108 33,241 321,826 SH   SOLE   248,446 0 73,380
STARBUCKS CORP COM 855244109 6,403 87,004 SH   SOLE   52,491 0 34,513
HOME DEPOT INC COM 437076102 200,153 798,981 SH   SOLE   646,372 0 152,609
MARTEN TRANS LTD COM 573075108 2,470 98,166 SH   SOLE   98,166 0 0
BIO RAD LABS INC CL A 090572207 160,446 355,370 SH   SOLE   313,082 0 42,288
ICON PLC SHS G4705A100 139,555 828,417 SH   SOLE   722,618 0 105,799
AMAZON COM INC COM 023135106 518,639 187,993 SH   SOLE   151,254 0 36,739
MSCI INC COM 55354G100 45,410 136,030 SH   SOLE   116,010 0 20,020
DOCUSIGN INC COM 256163106 375 2,180 SH   SOLE   2,180 0 0
LINCOLN ELEC HLDGS INC COM 533900106 61,246 727,036 SH   SOLE   620,166 0 106,870
OREILLY AUTOMOTIVE INC COM 67103H107 111,492 264,407 SH   SOLE   227,197 0 37,210
BIOMARIN PHARMACEUTICAL INC COM 09061G101 82,028 665,057 SH   SOLE   551,187 0 113,870
QORVO INC COM 74736K101 23,545 213,018 SH   SOLE   164,438 0 48,580
S&P GLOBAL INC COM 78409V104 124,266 377,157 SH   SOLE   314,095 0 63,062
NUTANIX INC CL A 67059N108 404 17,025 SH   SOLE   2,353 0 14,672
T-MOBILE US INC COM 872590104 108,608 1,042,804 SH   SOLE   855,314 0 187,490
SCIENCE APPLICATIONS INTL CO COM 808625107 82,494 1,061,976 SH   SOLE   913,476 0 148,500
PROOFPOINT INC COM 743424103 39,797 358,146 SH   SOLE   343,399 0 14,747
CDW CORP COM 12514G108 33,921 291,966 SH   SOLE   225,276 0 66,690
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,080 22,980 SH   SOLE   22,980 0 0
ADVANCED ENERGY INDS COM 007973100 31,173 459,846 SH   SOLE   429,351 0 30,495
AVERY DENNISON CORP COM 053611109 10,062 88,195 SH   SOLE   67,340 0 20,855
ROCKET PHARMACEUTICALS INC COM 77313F106 35,822 1,711,501 SH   SOLE   1,439,829 0 271,672
NVR INC COM 62944T105 587 180 SH   SOLE   180 0 0
ANAPLAN INC COM 03272L108 30,433 671,654 SH   SOLE   517,604 0 154,050
PRICE T ROWE GROUP INC COM 74144T108 4,509 36,510 SH   SOLE   24,190 0 12,320
INSULET CORP COM 45784P101 54,747 281,823 SH   SOLE   217,544 0 64,279
PAYLOCITY HLDG CORP COM 70438V106 18,663 127,926 SH   SOLE   120,546 0 7,380
JUNIPER NETWORKS INC COM 48203R104 18,827 823,587 SH   SOLE   635,414 0 188,173
ENVESTNET INC COM 29404K106 13,966 189,913 SH   SOLE   177,033 0 12,880
WILLIS TOWERS WATSON PLC LTD SHS G96629103 74,882 380,207 SH   SOLE   299,212 0 80,995
WORKDAY INC CL A 98138H101 90,411 482,552 SH   SOLE   382,422 0 100,130
BLACK KNIGHT INC COM 09215C105 36,795 507,100 SH   SOLE   394,090 0 113,010
CHURCHILL DOWNS INC COM 171484108 17,528 131,644 SH   SOLE   122,354 0 9,290
AMETEK INC COM 031100100 133,893 1,498,192 SH   SOLE   1,200,564 0 297,628
FIDELITY NATL INFORMATION SV COM 31620M106 233,586 1,742,009 SH   SOLE   1,403,589 0 338,420
LPL FINL HLDGS INC COM 50212V100 77,568 989,385 SH   SOLE   870,097 0 119,288
VERTEX PHARMACEUTICALS INC COM 92532F100 154,903 533,578 SH   SOLE   435,179 0 98,399
TOPBUILD CORP COM 89055F103 110,773 973,655 SH   SOLE   856,905 0 116,750
RAYMOND JAMES FINL INC COM 754730109 1,840 26,730 SH   SOLE   26,730 0 0
BURLINGTON STORES INC COM 122017106 46,697 237,124 SH   SOLE   183,064 0 54,060
NUANCE COMMUNICATIONS INC COM 67020Y100 36,699 1,450,281 SH   SOLE   1,351,931 0 98,350
MOTOROLA SOLUTIONS INC COM NEW 620076307 41,579 296,714 SH   SOLE   247,234 0 49,480
ISHARES TR RUS MD CP GR ETF 464287481 440 2,780 SH   SOLE   0 0 2,780
BOSTON SCIENTIFIC CORP COM 101137107 108,846 3,100,151 SH   SOLE   2,374,955 0 725,196
REALPAGE INC COM 75606N109 47,886 736,592 SH   SOLE   576,222 0 160,370
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 9,267 323,336 SH   SOLE   302,576 0 20,760
ULTA BEAUTY INC COM 90384S303 54,240 266,642 SH   SOLE   221,169 0 45,473
MSA SAFETY INC COM 553498106 22,558 197,116 SH   SOLE   183,756 0 13,360
SIGNATURE BK NEW YORK N Y COM 82669G104 21,627 202,271 SH   SOLE   188,211 0 14,060
ATLASSIAN CORP PLC CL A G06242104 42,438 235,411 SH   SOLE   171,211 0 64,200
KB HOME COM 48666K109 63,334 2,064,337 SH   SOLE   1,746,917 0 317,420
TERRENO RLTY CORP COM 88146M101 21,400 406,537 SH   SOLE   315,660 0 90,877
LUMENTUM HLDGS INC COM 55024U109 48,350 593,759 SH   SOLE   487,169 0 106,590
FIVE BELOW INC COM 33829M101 62,295 582,689 SH   SOLE   490,409 0 92,280
DEXCOM INC COM 252131107 64,417 158,898 SH   SOLE   130,818 0 28,080
HUMANA INC COM 444859102 165,642 427,187 SH   SOLE   323,867 0 103,320
MERITOR INC COM 59001K100 23,264 1,174,933 SH   SOLE   907,423 0 267,510
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 8,682 53,510 SH   SOLE   35,130 0 18,380
HAMILTON LANE INC CL A 407497106 17,639 261,819 SH   SOLE   244,039 0 17,780
FLEETCOR TECHNOLOGIES INC COM 339041105 87,255 346,898 SH   SOLE   287,184 0 59,714
YETI HLDGS INC COM 98585X104 22,239 520,455 SH   SOLE   486,135 0 34,320
GROCERY OUTLET HLDG CORP COM 39874R101 27,065 663,346 SH   SOLE   619,746 0 43,600
ALPHABET INC CAP STK CL C 02079K107 6,819 4,824 SH   SOLE   3,597 0 1,227
CHARTER COMMUNICATIONS INC N CL A 16119P108 112,658 220,881 SH   SOLE   173,336 0 47,545
HUNT J B TRANS SVCS INC COM 445658107 101,779 845,761 SH   SOLE   682,264 0 163,497
STRATEGIC ED INC COM 86272C103 1,884 12,260 SH   SOLE   12,260 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 54,755 966,378 SH   SOLE   697,528 0 268,850
CISCO SYS INC COM 17275R102 70,230 1,505,799 SH   SOLE   1,081,544 0 424,255
SERVICENOW INC COM 81762P102 304,773 752,415 SH   SOLE   611,257 0 141,158
WALMART INC COM 931142103 66,690 556,767 SH   SOLE   406,947 0 149,820
F M C CORP COM NEW 302491303 41,276 414,338 SH   SOLE   314,692 0 99,646
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 20,490 420,139 SH   SOLE   391,809 0 28,330
PAYPAL HLDGS INC COM 70450Y103 192,530 1,105,032 SH   SOLE   888,174 0 216,858
QUALCOMM INC COM 747525103 90,878 996,363 SH   SOLE   820,928 0 175,435
AVALARA INC COM 05338G106 31,510 236,755 SH   SOLE   182,798 0 53,957
SELECTQUOTE INC COM 816307300 8,446 333,435 SH   SOLE   310,795 0 22,640
ADVANCED DRAIN SYS INC DEL COM 00790R104 84,485 1,710,232 SH   SOLE   1,452,895 0 257,337
INSMED INC COM PAR $.01 457669307 28,551 1,036,711 SH   SOLE   966,771 0 69,940
TWILIO INC CL A 90138F102 132,545 604,070 SH   SOLE   489,040 0 115,030
ALIGN TECHNOLOGY INC COM 016255101 144,753 527,450 SH   SOLE   403,435 0 124,015
HENRY JACK & ASSOC INC COM 426281101 7,550 41,024 SH   SOLE   27,182 0 13,842
TEXAS ROADHOUSE INC COM 882681109 24,458 465,241 SH   SOLE   433,861 0 31,380
CUTERA INC COM 232109108 519 42,680 SH   SOLE   42,680 0 0
MAXLINEAR INC COM 57776J100 17,700 824,777 SH   SOLE   636,634 0 188,143
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 31,955 971,269 SH   SOLE   823,919 0 147,350
APPLE INC COM 037833100 497,272 1,363,135 SH   SOLE   1,079,488 0 283,647
THERMO FISHER SCIENTIFIC INC COM 883556102 164,715 454,586 SH   SOLE   364,169 0 90,417
TARGET CORP COM 87612E106 7,054 58,815 SH   SOLE   38,980 0 19,835
ITT INC COM 45073V108 22,979 391,199 SH   SOLE   364,641 0 26,558
SAGE THERAPEUTICS INC COM 78667J108 23,387 562,457 SH   SOLE   433,367 0 129,090
DANAHER CORPORATION COM 235851102 5,688 32,167 SH   SOLE   29,430 0 2,737
FAIR ISAAC CORP COM 303250104 49,245 117,800 SH   SOLE   93,030 0 24,770
OLD DOMINION FREIGHT LINE IN COM 679580100 56,498 333,143 SH   SOLE   287,263 0 45,880
PALOMAR HLDGS INC COM 69753M105 43,754 510,190 SH   SOLE   477,179 0 33,011
XILINX INC COM 983919101 48,489 492,826 SH   SOLE   407,676 0 85,150
NOVARTIS AG SPONSORED ADR 66987V109 74,934 857,963 SH   SOLE   620,597 0 237,366
ABBOTT LABS COM 002824100 11,289 123,473 SH   SOLE   76,003 0 47,470
QUEST DIAGNOSTICS INC COM 74834L100 113,454 995,564 SH   SOLE   781,319 0 214,245
SPLUNK INC COM 848637104 263,306 1,325,144 SH   SOLE   1,064,213 0 260,931
TIMKEN CO COM 887389104 49,795 1,094,647 SH   SOLE   998,437 0 96,210
AMEDISYS INC COM 023436108 61,295 308,728 SH   SOLE   291,103 0 17,625
TRANE TECHNOLOGIES PLC SHS G8994E103 129,684 1,457,449 SH   SOLE   1,148,147 0 309,302
FIRST REP BK SAN FRANCISCO C COM 33616C100 22,062 208,152 SH   SOLE   160,742 0 47,410
ETSY INC COM 29786A106 60,151 566,238 SH   SOLE   437,558 0 128,680
REPLIGEN CORP COM 759916109 29,432 238,103 SH   SOLE   202,083 0 36,020
BROADCOM INC COM 11135F101 95,583 302,853 SH   SOLE   232,401 0 70,452
JPMORGAN CHASE & CO COM 46625H100 39,102 415,717 SH   SOLE   301,372 0 114,345
BRP GROUP INC COM CL A 05589G102 478 27,690 SH   SOLE   27,690 0 0
HOWARD HUGHES CORP COM 44267D107 20,318 391,115 SH   SOLE   364,725 0 26,390
BLACKROCK INC COM 09247X101 4,179 7,680 SH   SOLE   5,090 0 2,590
TANDEM DIABETES CARE INC COM NEW 875372203 26,059 263,433 SH   SOLE   246,283 0 17,150
ILLINOIS TOOL WKS INC COM 452308109 30,331 173,471 SH   SOLE   158,743 0 14,728
DISNEY WALT CO COM DISNEY 254687106 749 6,720 SH   SOLE   1,052 0 5,668