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
2U INC COM 90214J101 17,865 428,719 SH   SOLE   395,909 0 32,810
3M CO COM 88579Y101 5,348 26,925 SH   SOLE   17,630 0 9,295
ABBVIE INC COM 00287Y109 11,445 101,611 SH   SOLE   73,305 0 28,306
ACCELERON PHARMA INC COM 00434H108 107,375 855,644 SH   SOLE   714,784 0 140,860
ADVANCED DRAIN SYS INC DEL COM 00790R104 168,027 1,441,422 SH   SOLE   1,223,724 0 217,698
ADVANCED ENERGY INDS COM 007973100 39,178 347,601 SH   SOLE   321,096 0 26,505
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,027 38,620 SH   SOLE   25,280 0 13,340
ALIGN TECHNOLOGY INC COM 016255101 73,982 121,083 SH   SOLE   96,582 0 24,501
ALPHABET INC CAP STK CL A 02079K305 457,174 187,229 SH   SOLE   159,868 0 27,361
ALPHABET INC CAP STK CL C 02079K107 12,291 4,904 SH   SOLE   3,362 0 1,542
AMAZON COM INC COM 023135106 484,822 140,930 SH   SOLE   121,140 0 19,790
AMEDISYS INC COM 023436108 40,286 164,481 SH   SOLE   151,696 0 12,785
AMERICAN ASSETS TR INC COM 024013104 31,900 855,459 SH   SOLE   788,229 0 67,230
AMERICAN FINL GROUP INC OHIO COM 025932104 94,873 760,691 SH   SOLE   619,671 0 141,020
AMETEK INC COM 031100100 176,180 1,319,697 SH   SOLE   1,119,173 0 200,524
APPLE INC COM 037833100 651,020 4,753,355 SH   SOLE   4,045,120 0 708,235
APPLIED MATLS INC COM 038222105 104,945 736,971 SH   SOLE   615,467 0 121,504
APTIV PLC SHS G6095L109 535 3,400 SH   SOLE   3,400 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 265,195 2,015,927 SH   SOLE   1,779,843 0 236,084
ATKORE INC COM 047649108 99,005 1,394,441 SH   SOLE   1,171,781 0 222,660
AVALARA INC COM 05338G106 56,497 349,180 SH   SOLE   264,493 0 84,687
AVERY DENNISON CORP COM 053611109 5,427 25,813 SH   SOLE   25,813 0 0
AVIENT CORPORATION COM 05368V106 32,026 651,462 SH   SOLE   601,582 0 49,880
AXALTA COATING SYS LTD COM G0750C108 16,509 541,453 SH   SOLE   412,243 0 129,210
AZEK CO INC CL A 05478C105 77,260 1,819,598 SH   SOLE   1,503,853 0 315,745
BANCO BRADESCO S A SP ADR PFD NEW 059460303 477 93,010 SH   SOLE   93,010 0 0
BERRY GLOBAL GROUP INC COM 08579W103 33,101 507,522 SH   SOLE   472,922 0 34,600
BHP GROUP LTD SPONSORED ADS 088606108 6,257 85,915 SH   SOLE   56,580 0 29,335
BIO RAD LABS INC CL A 090572207 261,757 406,272 SH   SOLE   340,859 0 65,413
BIOGEN INC COM 09062X103 66,429 191,842 SH   SOLE   152,985 0 38,857
BIOMARIN PHARMACEUTICAL INC COM 09061G101 51,657 619,088 SH   SOLE   544,738 0 74,350
BLACK KNIGHT INC COM 09215C105 42,388 543,581 SH   SOLE   413,181 0 130,400
BLACKLINE INC COM 09239B109 24,137 216,921 SH   SOLE   200,281 0 16,640
BLACKROCK INC COM 09247X101 6,851 7,830 SH   SOLE   5,120 0 2,710
BLUEPRINT MEDICINES CORP COM 09627Y109 103,803 1,180,119 SH   SOLE   976,699 0 203,420
BOSTON SCIENTIFIC CORP COM 101137107 78,667 1,839,743 SH   SOLE   1,563,336 0 276,407
BRIDGEBIO PHARMA INC COM 10806X102 27,892 457,540 SH   SOLE   422,444 0 35,096
BRIGHT HORIZONS FAM SOL IN D COM 109194100 5,509 37,450 SH   SOLE   37,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 6,383 95,520 SH   SOLE   95,520 0 0
BROADCOM INC COM 11135F101 19,276 40,425 SH   SOLE   29,193 0 11,232
BRP GROUP INC COM CL A 05589G102 26,791 1,005,283 SH   SOLE   928,189 0 77,094
BRP INC COM SUN VTG 05577W200 73,305 935,490 SH   SOLE   787,290 0 148,200
BUNGE LIMITED COM G16962105 567 7,250 SH   SOLE   7,250 0 0
CANADIAN NAT RES LTD COM 136385101 484 13,340 SH   SOLE   13,340 0 0
CASEYS GEN STORES INC COM 147528103 531 2,730 SH   SOLE   2,730 0 0
CATALENT INC COM 148806102 84,386 780,487 SH   SOLE   585,427 0 195,060
CATERPILLAR INC COM 149123101 8,539 39,235 SH   SOLE   25,680 0 13,555
CELANESE CORP DEL COM 150870103 83,089 548,079 SH   SOLE   450,194 0 97,885
CHEESECAKE FACTORY INC COM 163072101 37,121 685,150 SH   SOLE   632,673 0 52,477
CHEMOURS CO COM 163851108 7,392 212,415 SH   SOLE   139,860 0 72,555
CHIPOTLE MEXICAN GRILL INC COM 169656105 123,381 79,583 SH   SOLE   69,621 0 9,962
CHURCHILL DOWNS INC COM 171484108 40,489 204,221 SH   SOLE   188,311 0 15,910
CINTAS CORP COM 172908105 18,279 47,850 SH   SOLE   43,280 0 4,570
CIRRUS LOGIC INC COM 172755100 52,293 614,342 SH   SOLE   465,752 0 148,590
CISCO SYS INC COM 17275R102 6,930 130,760 SH   SOLE   85,570 0 45,190
CMC MATERIALS INC COM 12571T100 5,159 34,227 SH   SOLE   25,962 0 8,265
COCA COLA CO COM 191216100 6,074 112,255 SH   SOLE   73,910 0 38,345
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 49,741 646,911 SH   SOLE   492,505 0 154,406
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 42,072 607,449 SH   SOLE   524,803 0 82,646
COGNYTE SOFTWARE LTD ORD SHS M25133105 28,364 1,157,706 SH   SOLE   1,068,966 0 88,740
COMCAST CORP NEW CL A 20030N101 8,722 152,959 SH   SOLE   91,265 0 61,694
CONOCOPHILLIPS COM 20825C104 51,953 853,093 SH   SOLE   696,386 0 156,707
CONSTELLATION BRANDS INC CL A 21036P108 2,781 11,889 SH   SOLE   10,655 0 1,234
COOPER COS INC COM NEW 216648402 53,390 134,731 SH   SOLE   117,467 0 17,264
COPART INC COM 217204106 86,181 653,727 SH   SOLE   587,117 0 66,610
COSTAR GROUP INC COM 22160N109 6,199 74,850 SH   SOLE   74,850 0 0
COSTCO WHSL CORP NEW COM 22160K105 126,813 320,503 SH   SOLE   264,428 0 56,075
CSX CORP COM 126408103 917 28,590 SH   SOLE   28,590 0 0
CVS HEALTH CORP COM 126650100 5,279 63,265 SH   SOLE   41,410 0 21,855
DANAHER CORPORATION COM 235851102 8,794 32,771 SH   SOLE   29,749 0 3,022
DARDEN RESTAURANTS INC COM 237194105 150,894 1,033,589 SH   SOLE   856,548 0 177,041
DEVON ENERGY CORP NEW COM 25179M103 79,145 2,711,373 SH   SOLE   2,480,133 0 231,240
DEXCOM INC COM 252131107 83,792 196,234 SH   SOLE   177,424 0 18,810
DIAMONDBACK ENERGY INC COM 25278X109 45,105 480,399 SH   SOLE   365,839 0 114,560
DISNEY WALT CO COM 254687106 1,394 7,931 SH   SOLE   930 0 7,001
DOUGLAS EMMETT INC COM 25960P109 99,967 2,973,432 SH   SOLE   2,338,982 0 634,450
ECHOSTAR CORP CL A 278768106 685 28,210 SH   SOLE   28,210 0 0
ENPHASE ENERGY INC COM 29355A107 17,275 94,077 SH   SOLE   71,897 0 22,180
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 863 31,900 SH   SOLE   31,900 0 0
ESSEX PPTY TR INC COM 297178105 63,702 212,333 SH   SOLE   186,593 0 25,740
EXPEDIA GROUP INC COM NEW 30212P303 49,678 303,453 SH   SOLE   267,237 0 36,216
F5 NETWORKS INC COM 315616102 60,596 324,634 SH   SOLE   245,844 0 78,790
FACEBOOK INC CL A 30303M102 340,353 978,843 SH   SOLE   842,282 0 136,561
FAIR ISAAC CORP COM 303250104 7,335 14,591 SH   SOLE   13,351 0 1,240
FATE THERAPEUTICS INC COM 31189P102 26,180 301,651 SH   SOLE   278,511 0 23,140
FIDELITY NATL INFORMATION SV COM 31620M106 107,449 758,447 SH   SOLE   630,674 0 127,773
FIRST CTZNS BANCSHARES INC N CL A 31946M103 55,040 66,095 SH   SOLE   61,227 0 4,868
FIVE BELOW INC COM 33829M101 101,320 524,243 SH   SOLE   431,513 0 92,730
FLEETCOR TECHNOLOGIES INC COM 339041105 68,245 266,520 SH   SOLE   234,471 0 32,049
FMC CORP COM NEW 302491303 110,999 1,025,873 SH   SOLE   795,797 0 230,076
FORTINET INC COM 34959E109 99,970 419,707 SH   SOLE   373,047 0 46,660
FOX CORP CL A COM 35137L105 55,557 1,496,281 SH   SOLE   1,299,305 0 196,976
FREEPORT-MCMORAN INC CL B 35671D857 53,094 1,430,723 SH   SOLE   1,324,683 0 106,040
GALLAGHER ARTHUR J & CO COM 363576109 79,290 566,036 SH   SOLE   486,786 0 79,250
GARTNER INC COM 366651107 64,431 266,026 SH   SOLE   205,866 0 60,160
GLOBAL PMTS INC COM 37940X102 131,576 701,587 SH   SOLE   648,699 0 52,888
HAEMONETICS CORP MASS COM 405024100 52,911 793,986 SH   SOLE   745,551 0 48,435
HARTFORD FINL SVCS GROUP INC COM 416515104 5,961 96,195 SH   SOLE   63,040 0 33,155
HEICO CORP NEW CL A 422806208 2,500 20,130 SH   SOLE   20,130 0 0
HEXCEL CORP NEW COM 428291108 125,875 2,017,222 SH   SOLE   1,723,478 0 293,744
HOME DEPOT INC COM 437076102 17,978 56,378 SH   SOLE   36,873 0 19,505
HORIZON THERAPEUTICS PUB L SHS G46188101 27,438 293,016 SH   SOLE   228,119 0 64,897
HOWARD HUGHES CORP COM 44267D107 653 6,700 SH   SOLE   6,700 0 0
HUBSPOT INC COM 443573100 151,930 260,726 SH   SOLE   213,201 0 47,525
HUMANA INC COM 444859102 128,337 289,882 SH   SOLE   240,408 0 49,474
HUNTSMAN CORP COM 447011107 6,474 244,125 SH   SOLE   164,000 0 80,125
ICON PLC SHS G4705A100 270,083 1,306,581 SH   SOLE   1,118,319 0 188,262
IDEX CORP COM 45167R104 117,500 533,968 SH   SOLE   433,365 0 100,603
IDEXX LABS INC COM 45168D104 89,412 141,576 SH   SOLE   125,141 0 16,435
ILLINOIS TOOL WKS INC COM 452308109 12,959 57,967 SH   SOLE   42,682 0 15,285
INNOVIVA INC COM 45781M101 41,174 3,070,409 SH   SOLE   2,842,107 0 228,302
INSMED INC COM PAR $.01 457669307 27,523 967,079 SH   SOLE   893,149 0 73,930
INSULET CORP COM 45784P101 113,188 412,329 SH   SOLE   340,447 0 71,882
INTERNATIONAL BUSINESS MACHS COM 459200101 812 5,540 SH   SOLE   5,540 0 0
INTUIT COM 461202103 109,713 223,827 SH   SOLE   178,623 0 45,204
INVITAE CORP COM 46185L103 34,765 1,030,676 SH   SOLE   950,976 0 79,700
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 80,552 6,258,873 SH   SOLE   5,211,383 0 1,047,490
ISHARES SILVER TR ISHARES 46428Q109 705 29,120 SH   SOLE   29,120 0 0
ISHARES TR RUS MD CP GR ETF 464287481 208 1,837 SH   SOLE   1,837 0 0
ITT INC COM 45073V108 64,748 706,929 SH   SOLE   671,451 0 35,478
JPMORGAN CHASE & CO COM 46625H100 980 6,300 SH   SOLE   6,300 0 0
JUNIPER NETWORKS INC COM 48203R104 56,210 2,055,224 SH   SOLE   1,862,474 0 192,750
LAM RESEARCH CORP COM 512807108 8,579 13,185 SH   SOLE   8,630 0 4,555
LAMAR ADVERTISING CO NEW CL A 512816109 42,368 405,743 SH   SOLE   306,013 0 99,730
LIGHTSPEED POS INC SUB VTG SHS 53227R106 77,748 929,894 SH   SOLE   833,145 0 96,749
LINCOLN ELEC HLDGS INC COM 533900106 84,137 638,805 SH   SOLE   532,255 0 106,550
LIVE NATION ENTERTAINMENT IN COM 538034109 89,329 1,019,859 SH   SOLE   923,548 0 96,311
LPL FINL HLDGS INC COM 50212V100 132,977 985,164 SH   SOLE   843,757 0 141,407
LUMENTUM HLDGS INC COM 55024U109 82,771 1,009,035 SH   SOLE   841,285 0 167,750
LYFT INC CL A COM 55087P104 59,883 990,134 SH   SOLE   749,194 0 240,940
MATSON INC COM 57686G105 513 8,010 SH   SOLE   8,010 0 0
MERCK & CO INC COM 58933Y105 423 5,439 SH   SOLE   5,438 0 1
MERITOR INC COM 59001K100 27,517 1,174,946 SH   SOLE   900,736 0 274,210
MERSANA THERAPEUTICS INC COM 59045L106 28,638 2,108,810 SH   SOLE   1,784,652 0 324,158
METROPOLITAN BK HLDG CORP COM 591774104 765 12,700 SH   SOLE   12,700 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 60,438 43,627 SH   SOLE   37,968 0 5,659
MGM RESORTS INTERNATIONAL COM 552953101 129,839 3,044,296 SH   SOLE   2,636,018 0 408,278
MICROCHIP TECHNOLOGY INC. COM 595017104 140,167 936,069 SH   SOLE   786,983 0 149,086
MICRON TECHNOLOGY INC COM 595112103 72,222 849,870 SH   SOLE   710,646 0 139,224
MICROSOFT CORP COM 594918104 456,467 1,685,002 SH   SOLE   1,420,324 0 264,678
MIMECAST LTD ORD SHS G14838109 38,532 726,342 SH   SOLE   674,632 0 51,710
MISTER CAR WASH INC COM 60646V105 10,007 464,809 SH   SOLE   432,348 0 32,461
MKS INSTRS INC COM 55306N104 63,707 358,003 SH   SOLE   270,943 0 87,060
MORGAN STANLEY COM NEW 617446448 118,949 1,297,290 SH   SOLE   1,079,909 0 217,381
MSA SAFETY INC COM 553498106 22,639 136,723 SH   SOLE   126,253 0 10,470
MSCI INC COM 55354G100 82,094 153,999 SH   SOLE   137,734 0 16,265
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 397 7,860 SH   SOLE   7,860 0 0
NATIONAL VISION HLDGS INC COM 63845R107 148,081 2,896,172 SH   SOLE   2,476,749 0 419,423
NCR CORP NEW COM 62886E108 21,494 471,256 SH   SOLE   435,318 0 35,938
NEUROCRINE BIOSCIENCES INC COM 64125C109 59,851 614,993 SH   SOLE   465,733 0 149,260
NEWMONT CORP COM 651639106 46,397 732,040 SH   SOLE   576,943 0 155,097
NICE LTD SPONSORED ADR 653656108 120,888 488,514 SH   SOLE   434,514 0 54,000
NIKE INC CL B 654106103 57,792 374,083 SH   SOLE   300,280 0 73,803
NKARTA INC COM 65487U108 15,036 474,462 SH   SOLE   438,104 0 36,358
NOVAVAX INC COM NEW 670002401 43,205 203,500 SH   SOLE   166,900 0 36,600
NUTANIX INC CL A 67059N108 71,940 1,882,254 SH   SOLE   1,636,309 0 245,945
NVIDIA CORPORATION COM 67066G104 126,532 158,145 SH   SOLE   133,217 0 24,928
NXP SEMICONDUCTORS N V COM N6596X109 644 3,131 SH   SOLE   370 0 2,761
OAK STR HEALTH INC COM 67181A107 99,481 1,698,494 SH   SOLE   1,393,974 0 304,520
OLD DOMINION FREIGHT LINE IN COM 679580100 17,245 67,946 SH   SOLE   67,946 0 0
OPTION CARE HEALTH INC COM NEW 68404L201 34,031 1,556,045 SH   SOLE   1,433,465 0 122,580
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 58,923 1,684,958 SH   SOLE   1,418,168 0 266,790
PACIRA BIOSCIENCES INC COM 695127100 62,540 1,030,645 SH   SOLE   971,765 0 58,880
PALO ALTO NETWORKS INC COM 697435105 80,833 217,849 SH   SOLE   192,124 0 25,725
PALOMAR HLDGS INC COM 69753M105 22,208 294,304 SH   SOLE   272,459 0 21,845
PAYA HOLDINGS INC COM CL A 70434P103 36,091 3,275,065 SH   SOLE   2,479,337 0 795,728
PAYLOCITY HLDG CORP COM 70438V106 59,839 313,623 SH   SOLE   243,215 0 70,408
PAYPAL HLDGS INC COM 70450Y103 177,620 609,372 SH   SOLE   510,395 0 98,977
PDC ENERGY INC COM 69327R101 27,810 607,327 SH   SOLE   560,677 0 46,650
PEGASYSTEMS INC COM 705573103 51,621 370,864 SH   SOLE   282,254 0 88,610
PEPSICO INC COM 713448108 6,260 42,250 SH   SOLE   27,660 0 14,590
PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 827 64,280 SH   SOLE   64,280 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 28,536 3,840,633 SH   SOLE   3,549,436 0 291,197
POOL CORP COM 73278L105 523 1,140 SH   SOLE   1,140 0 0
PRICE T ROWE GROUP INC COM 74144T108 7,389 37,325 SH   SOLE   24,430 0 12,895
PRIMERICA INC COM 74164M108 33,529 218,942 SH   SOLE   202,241 0 16,701
PS BUSINESS PKS INC CALIF COM 69360J107 32,096 216,746 SH   SOLE   199,726 0 17,020
PURE STORAGE INC CL A 74624M102 19,152 980,648 SH   SOLE   904,704 0 75,944
Q2 HLDGS INC COM 74736L109 42,494 414,254 SH   SOLE   314,094 0 100,160
QUEST DIAGNOSTICS INC COM 74834L100 129,108 978,310 SH   SOLE   783,240 0 195,070
RANPAK HOLDINGS CORP COM CL A 75321W103 28,620 1,143,441 SH   SOLE   1,055,721 0 87,720
RAYMOND JAMES FINL INC COM 754730109 3,472 26,730 SH   SOLE   26,730 0 0
REVOLVE GROUP INC CL A 76156B107 41,350 600,142 SH   SOLE   452,816 0 147,326
ROCKET PHARMACEUTICALS INC COM 77313F106 91,995 2,077,095 SH   SOLE   1,767,221 0 309,874
ROCKWELL AUTOMATION INC COM 773903109 75,790 264,980 SH   SOLE   233,275 0 31,705
ROKU INC COM CL A 77543R102 76,950 167,556 SH   SOLE   151,016 0 16,540
ROSS STORES INC COM 778296103 77,842 627,760 SH   SOLE   552,400 0 75,360
S&P GLOBAL INC COM 78409V104 2,042 4,974 SH   SOLE   600 0 4,374
SAIA INC COM 78709Y105 88,393 421,945 SH   SOLE   358,655 0 63,290
SALESFORCE COM INC COM 79466L302 184,748 756,327 SH   SOLE   638,600 0 117,727
SCIENCE APPLICATIONS INTL CO COM 808625107 2,173 24,770 SH   SOLE   24,770 0 0
SEAGEN INC COM 81181C104 81,243 514,590 SH   SOLE   452,780 0 61,810
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 53,630 925,134 SH   SOLE   723,384 0 201,750
SERVICENOW INC COM 81762P102 182,902 332,822 SH   SOLE   282,958 0 49,864
SHIFT4 PMTS INC CL A 82452J109 39,881 425,534 SH   SOLE   392,854 0 32,680
SIGNATURE BK NEW YORK N Y COM 82669G104 42,328 172,311 SH   SOLE   130,301 0 42,010
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 94,755 1,478,232 SH   SOLE   1,323,223 0 155,009
SMART GLOBAL HLDGS INC SHS G8232Y101 24,105 505,567 SH   SOLE   466,930 0 38,637
SMARTSHEET INC COM CL A 83200N103 27,814 384,603 SH   SOLE   356,753 0 27,850
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 64,633 1,351,027 SH   SOLE   1,279,297 0 71,730
SPLUNK INC COM 848637104 66,076 457,022 SH   SOLE   398,473 0 58,549
STARBUCKS CORP COM 855244109 1,212 10,840 SH   SOLE   1,265 0 9,575
SUN CMNTYS INC COM 866674104 6,779 39,550 SH   SOLE   25,880 0 13,670
SYNAPTICS INC COM 87157D109 31,650 203,433 SH   SOLE   187,861 0 15,572
SYNCHRONY FINANCIAL COM 87165B103 105,375 2,171,790 SH   SOLE   1,963,302 0 208,488
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 55,754 314,956 SH   SOLE   277,136 0 37,820
TANDEM DIABETES CARE INC COM NEW 875372203 38,569 395,981 SH   SOLE   366,411 0 29,570
TAPESTRY INC COM 876030107 167,346 3,848,802 SH   SOLE   3,242,021 0 606,781
TARGET CORP COM 87612E106 105,664 437,098 SH   SOLE   340,162 0 96,936
TELEDYNE TECHNOLOGIES INC COM 879360105 100,755 240,564 SH   SOLE   197,070 0 43,494
TERADYNE INC COM 880770102 48,033 358,564 SH   SOLE   316,104 0 42,460
TERRENO RLTY CORP COM 88146M101 570 8,840 SH   SOLE   8,840 0 0
TESLA INC COM 88160R101 47,426 69,775 SH   SOLE   55,742 0 14,033
TG THERAPEUTICS INC COM 88322Q108 63,603 1,639,676 SH   SOLE   1,340,516 0 299,160
THERMO FISHER SCIENTIFIC INC COM 883556102 176,276 349,428 SH   SOLE   296,922 0 52,506
TIMKEN CO COM 887389104 57,111 708,662 SH   SOLE   630,995 0 77,667
T-MOBILE US INC COM 872590104 55,704 384,613 SH   SOLE   310,149 0 74,464
TOPBUILD CORP COM 89055F103 78,123 394,998 SH   SOLE   332,858 0 62,140
TRANE TECHNOLOGIES PLC SHS G8994E103 185,164 1,005,559 SH   SOLE   830,770 0 174,789
TRANSDIGM GROUP INC COM 893641100 232,804 359,660 SH   SOLE   314,381 0 45,279
TRANSUNION COM 89400J107 116,361 1,059,654 SH   SOLE   859,440 0 200,214
TREX CO INC COM 89531P105 118,294 1,157,360 SH   SOLE   998,940 0 158,420
TURNING POINT THERAPEUTICS I COM 90041T108 70,823 907,760 SH   SOLE   855,110 0 52,650
TWILIO INC CL A 90138F102 97,851 248,251 SH   SOLE   224,236 0 24,015
ULTA BEAUTY INC COM 90384S303 70,843 204,886 SH   SOLE   180,263 0 24,623
UNION PAC CORP COM 907818108 150,982 686,501 SH   SOLE   586,531 0 99,970
UPWORK INC COM 91688F104 11,804 202,513 SH   SOLE   186,823 0 15,690
VAIL RESORTS INC COM 91879Q109 2,752 8,694 SH   SOLE   7,282 0 1,412
VALERO ENERGY CORP COM 91913Y100 4,805 61,540 SH   SOLE   46,450 0 15,090
VENTAS INC COM 92276F100 254 4,442 SH   SOLE   4,442 0 0
VISA INC COM CL A 92826C839 253,216 1,082,954 SH   SOLE   918,609 0 164,345
WASTE CONNECTIONS INC COM 94106B101 46,615 390,309 SH   SOLE   340,339 0 49,970
WESTERN DIGITAL CORP. COM 958102105 141,533 1,988,655 SH   SOLE   1,727,305 0 261,350
WEX INC COM 96208T104 91,065 469,648 SH   SOLE   384,210 0 85,438
WILLIAMS COS INC COM 969457100 619 23,330 SH   SOLE   23,330 0 0
WILLIAMS SONOMA INC COM 969904101 56,074 351,228 SH   SOLE   308,618 0 42,610
WNS HLDGS LTD SPON ADR 92932M101 29,531 369,733 SH   SOLE   341,392 0 28,341
WORKDAY INC CL A 98138H101 152,392 638,317 SH   SOLE   543,352 0 94,965
XILINX INC COM 983919101 67,642 467,661 SH   SOLE   410,911 0 56,750
ZENDESK INC COM 98936J101 303,945 2,105,757 SH   SOLE   1,820,191 0 285,566
ZYNGA INC CL A 98986T108 118,641 11,160,925 SH   SOLE   9,480,295 0 1,680,630