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 |
AKAMAI TECHNOLOGIES COM | CS | 00971T101 | 134,694 | 1,282,919 | SH | SOLE | 986,058 | 0 | 296,861 | ||
ALARM COM HLDGS INC COM | CS | 011642105 | 138,548 | 1,339,272 | SH | SOLE | 1,065,251 | 0 | 274,021 | ||
ALIGN TECHNOLOGY INC | CS | 016255101 | 258,171 | 483,123 | SH | SOLE | 399,823 | 0 | 83,300 | ||
APPLE INC COM | CS | 037833100 | 362 | 2,727 | SH | SOLE | 2,727 | 0 | 0 | ||
ARISTA NETWORKS INC COM | CS | 040413106 | 18,891 | 65,012 | SH | SOLE | 49,993 | 0 | 15,019 | ||
AUTODESK INC COM | CS | 052769106 | 181,056 | 592,966 | SH | SOLE | 455,342 | 0 | 137,624 | ||
BOTTOMLINE TECHNOLOGIES DELINC | CS | 101388106 | 8,757 | 166,047 | SH | SOLE | 166,047 | 0 | 0 | ||
CABOT OIL & GAS CORP | CS | 127097103 | 100,319 | 6,162,118 | SH | SOLE | 4,819,595 | 0 | 1,342,523 | ||
CARA THERAPEUTICS INC COM | CS | 140755109 | 10,438 | 689,899 | SH | SOLE | 689,899 | 0 | 0 | ||
CASA SYS INC COM | CS | 14713L102 | 3,065 | 496,743 | SH | SOLE | 496,743 | 0 | 0 | ||
CEVA INC COM | CS | 157210105 | 20,915 | 459,680 | SH | SOLE | 459,680 | 0 | 0 | ||
CHANNELADVISOR CORP | CS | 159179100 | 17,056 | 1,067,336 | SH | SOLE | 1,067,336 | 0 | 0 | ||
CLOVIS ONCOLOGY INC | CS | 189464100 | 67 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
COGNEX CORP COM | CS | 192422103 | 108,156 | 1,347,153 | SH | SOLE | 1,044,944 | 0 | 302,209 | ||
COHERUS BIOSCIENCES INC COM | CS | 19249H103 | 7,968 | 458,443 | SH | SOLE | 458,443 | 0 | 0 | ||
CORE LABORATORIES N V COM | CS | N22717107 | 13,206 | 498,145 | SH | SOLE | 384,750 | 0 | 113,395 | ||
CULLEN FROST BANKERS INC | CS | 229899109 | 11,091 | 127,148 | SH | SOLE | 97,436 | 0 | 29,712 | ||
DELUXE CORP COM | CS | 248019101 | 27,547 | 943,375 | SH | SOLE | 761,922 | 0 | 181,453 | ||
DOLBY LABORATORIES INC COM CL | CS | 25659T107 | 165,318 | 1,702,024 | SH | SOLE | 1,308,158 | 0 | 393,866 | ||
DULUTH HLDGS INC COM CL B | CS | 26443V101 | 10,929 | 1,034,989 | SH | SOLE | 1,034,989 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP COM | CS | 28176E108 | 250 | 2,745 | SH | SOLE | 2,745 | 0 | 0 | ||
EMERSON ELEC CO COM | CS | 291011104 | 362 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
ENERGY TRANSFER LP COM UT LTD | CS | 29273V100 | 71 | 11,452 | SH | SOLE | 11,452 | 0 | 0 | ||
ENLINK MIDSTREAM LLC COM UNIT | CS | 29336T100 | 58 | 15,637 | SH | SOLE | 15,637 | 0 | 0 | ||
FACTSET RESH SYS INC COM | CS | 303075105 | 54,321 | 163,370 | SH | SOLE | 124,661 | 0 | 38,709 | ||
FLOTEK INDS INC | CS | 343389102 | 2,935 | 1,391,118 | SH | SOLE | 1,391,118 | 0 | 0 | ||
FLUIDIGM CORP | CS | 34385p108 | 60 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
GARMIN LTD SHS | CS | H2906T109 | 174,550 | 1,458,720 | SH | SOLE | 1,148,397 | 0 | 310,323 | ||
GENTEX CORP COM | CS | 371901109 | 145,126 | 4,277,212 | SH | SOLE | 3,281,034 | 0 | 996,178 | ||
GENTHERM INC COM | CS | 37253A103 | 84,834 | 1,300,732 | SH | SOLE | 1,145,952 | 0 | 154,780 | ||
GEOSPACE TECHNOLOGIES CORP COM | CS | 37364X109 | 11,613 | 1,356,681 | SH | SOLE | 1,356,681 | 0 | 0 | ||
GRACO INC COM | CS | 384109104 | 58,972 | 815,088 | SH | SOLE | 624,577 | 0 | 190,511 | ||
IHS MARKIT LTD SHS | CS | G47567105 | 46,436 | 516,930 | SH | SOLE | 396,955 | 0 | 119,975 | ||
INTUIT COM | CS | 461202103 | 163,847 | 431,346 | SH | SOLE | 349,335 | 0 | 82,011 | ||
INTUITIVE SURGICAL INC | CS | 46120E602 | 110,393 | 134,938 | SH | SOLE | 103,235 | 0 | 31,703 | ||
IPG PHOTONICS CORP COM | CS | 44980X109 | 52,388 | 234,096 | SH | SOLE | 179,605 | 0 | 54,491 | ||
IROBOT CORP COM | CS | 462726100 | 24,044 | 299,459 | SH | SOLE | 299,459 | 0 | 0 | ||
JETBLUE AWYS CORP COM | CS | 477143101 | 64,190 | 4,414,706 | SH | SOLE | 3,644,391 | 0 | 770,315 | ||
KORNIT DIGITAL LTD SHS | CS | M6372Q113 | 32,559 | 365,300 | SH | SOLE | 365,300 | 0 | 0 | ||
LANDSTAR SYS INC COM | CS | 515098101 | 80,444 | 597,384 | SH | SOLE | 459,225 | 0 | 138,159 | ||
MANHATTAN ASSOCS INC COM | CS | 562750109 | 60,475 | 574,962 | SH | SOLE | 440,716 | 0 | 134,246 | ||
MICROCHIP TECHNOLOGY INC COM | CS | 595017104 | 82,259 | 595,602 | SH | SOLE | 456,772 | 0 | 138,830 | ||
MIDDLEBY CORP COM | CS | 596278101 | 112,815 | 875,080 | SH | SOLE | 715,044 | 0 | 160,036 | ||
MILLER HERMAN INC | CS | 600544100 | 1,686 | 49,896 | SH | SOLE | 49,896 | 0 | 0 | ||
MIMEDX GROUP INC COM | CS | 602496101 | 3,219 | 354,501 | SH | SOLE | 354,501 | 0 | 0 | ||
MIX TELEMATICS LTD SPONSORED A | CS | 60688N102 | 24,165 | 1,919,349 | SH | SOLE | 1,919,349 | 0 | 0 | ||
MSC INDL DIRECT INC CL A | CS | 553530106 | 29,736 | 352,363 | SH | SOLE | 286,240 | 0 | 66,123 | ||
MYRIAD GENETICS INC COM | CS | 62855J104 | 41,094 | 2,078,075 | SH | SOLE | 1,629,983 | 0 | 448,092 | ||
NORDSTROM INC COM | CS | 655664100 | 50,604 | 1,621,413 | SH | SOLE | 1,335,153 | 0 | 286,260 | ||
NUVASIVE INC COM | CS | 670704105 | 2,379 | 42,240 | SH | SOLE | 42,240 | 0 | 0 | ||
ONESPAN INC COM | CS | 68287N100 | 5,625 | 272,025 | SH | SOLE | 272,025 | 0 | 0 | ||
OPEN TEXT CORP COM | CS | 683715106 | 115,192 | 2,533,925 | SH | SOLE | 2,138,713 | 0 | 395,212 | ||
PAYCHEX INC COM | CS | 704326107 | 35,487 | 380,839 | SH | SOLE | 293,639 | 0 | 87,200 | ||
PLANTRONICS INC NEW COM | CS | 727493108 | 77,953 | 2,883,930 | SH | SOLE | 2,389,131 | 0 | 494,799 | ||
PLEXUS CORP COM | CS | 729132100 | 154,292 | 1,972,788 | SH | SOLE | 1,598,119 | 0 | 374,669 | ||
POWER INTEGRATIONS INC COM | CS | 739276103 | 184,305 | 2,251,462 | SH | SOLE | 1,820,894 | 0 | 430,568 | ||
PROS HOLDINGS INC COM | CS | 74346Y103 | 7,989 | 157,347 | SH | SOLE | 157,347 | 0 | 0 | ||
PROTO LABS INC COM | CS | 743713109 | 95,335 | 621,477 | SH | SOLE | 505,687 | 0 | 115,790 | ||
PURE STORAGE INC CL A | CS | 74624M102 | 126,269 | 5,584,658 | SH | SOLE | 4,613,117 | 0 | 971,541 | ||
REALPAGE INC COM | CS | 75606N109 | 91,784 | 1,052,087 | SH | SOLE | 872,186 | 0 | 179,901 | ||
REDHILL BIOPHARMA LTD SPONSORE | CS | 757468103 | 16,396 | 2,029,195 | SH | SOLE | 2,029,195 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | CS | V7780T103 | 75,418 | 1,009,746 | SH | SOLE | 776,162 | 0 | 233,584 | ||
SLEEP NUMBER CORPORATION | CS | 83125X103 | 204,278 | 2,495,455 | SH | SOLE | 2,123,325 | 0 | 372,130 | ||
SNAP ON INC COM | CS | 833034101 | 38,321 | 223,916 | SH | SOLE | 170,540 | 0 | 53,376 | ||
SOUTHWESTERN ENERGY CO COM | CS | 845467109 | 86,602 | 29,061,016 | SH | SOLE | 25,131,622 | 0 | 3,929,394 | ||
SPS COMM INC COM | CS | 78463M107 | 23,872 | 219,835 | SH | SOLE | 219,835 | 0 | 0 | ||
STAMPS COM INC COM NEW | CS | 852857200 | 194,280 | 990,262 | SH | SOLE | 828,631 | 0 | 161,631 | ||
STITCH FIX INC COM CL A | CS | 860897107 | 185,140 | 3,152,936 | SH | SOLE | 2,660,885 | 0 | 492,051 | ||
STONERIDGE INC COM | CS | 86183P102 | 5,036 | 166,583 | SH | SOLE | 166,583 | 0 | 0 | ||
STRATASYS LTD SHS | CS | M85548101 | 2,364 | 114,091 | SH | SOLE | 114,091 | 0 | 0 | ||
STRATEGIC EDUCATION INC | CS | 86272C103 | 91,426 | 959,050 | SH | SOLE | 807,266 | 0 | 151,784 | ||
SUPER MICRO COMPUTER INC COM | CS | 86800U104 | 114,552 | 3,618,193 | SH | SOLE | 2,997,560 | 0 | 620,633 | ||
SURMODICS INC | CS | 868873100 | 6,193 | 142,295 | SH | SOLE | 142,295 | 0 | 0 | ||
TCF FINANCIAL CORP NEW | CS | 872307103 | 3,115 | 84,137 | SH | SOLE | 84,079 | 0 | 58 | ||
TELLURIAN INC | CS | 87968A104 | 32 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
TJX COS INC NEW COM | CS | 872540109 | 151,198 | 2,214,055 | SH | SOLE | 1,688,106 | 0 | 525,949 | ||
TREX CO INC COM | CS | 89531P105 | 53,916 | 644,002 | SH | SOLE | 644,002 | 0 | 0 | ||
UBIQUITI INC | CS | 90353W103 | 84,601 | 303,764 | SH | SOLE | 227,900 | 0 | 75,864 | ||
UNDER ARMOUR INC CL A | CS | 904311107 | 76,929 | 4,480,449 | SH | SOLE | 3,428,963 | 0 | 1,051,486 | ||
VARIAN MED SYS INC COM | CS | 92220P105 | 33,403 | 190,865 | SH | SOLE | 136,453 | 0 | 54,412 | ||
VIASAT INC COM | CS | 92552V100 | 83,960 | 2,571,520 | SH | SOLE | 2,088,481 | 0 | 483,039 | ||
VIKING THERAPEUTICS INC | CS | 92686J106 | 113 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ZUMIEZ INC COM | CS | 989817101 | 7,152 | 194,456 | SH | SOLE | 194,456 | 0 | 0 |