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 3,619 150,100 SH   SOLE   0 0 150,100
DHX MEDIA LTD COM 00BF2QB07 12,164 7,813,500 SH   SOLE   7,708,700 0 104,800
ABBOTT LABORATORIES COM 002824100 929,627 11,629,057 SH   SOLE   3,752,547 0 7,876,510
ABIOMED INC. COM 003654100 899,334 3,149,040 SH   SOLE   2,828,973 0 320,067
ACCURAY INC. COM 004397105 22,439 4,704,200 SH   SOLE   3,938,000 0 766,200
ACTIVISION BLIZZARD COM 00507V109 372,283 8,176,650 SH   SOLE   1,323,800 0 6,852,850
ACUITY BRANDS COM 00508Y102 6,841 57,000 SH   SOLE   0 0 57,000
ADIENT PLC COM G0084W101 953 73,520 SH   SOLE   0 0 73,520
ADOBE INC COM 00724F101 5,150,770 19,328,193 SH   SOLE   2,814,926 0 16,513,267
ADVERUM BIOTECHNOLOGIES COM 00773U108 5,512 1,052,000 SH   SOLE   852,000 0 200,000
AECOM COM 00766T100 643,706 21,695,534 SH   SOLE   12,888,853 0 8,806,681
AGILENT TECHNOLOGIES COM 00846U101 365,402 4,545,930 SH   SOLE   2,314,430 0 2,231,500
ALASKA AIRGROUP INC. COM 011659109 337,953 6,021,971 SH   SOLE   910,271 0 5,111,700
ALBEMARLE CORP COM 012653101 362,014 4,415,880 SH   SOLE   1,446,330 0 2,969,550
ALIBABA GROUP HOLDING COM 01609W102 2,782,917 15,253,040 SH   SOLE   3,344,285 0 11,908,755
ALKERMES COM G01767105 848,886 23,263,530 SH   SOLE   15,005,505 0 8,258,025
ALLEGIANT TRAVEL CO COM 01748X102 6,098 47,100 SH   SOLE   28,300 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,584,778 2,196,278 SH   SOLE   369,266 0 1,827,012
ALPHABET INC CLASS C COM 02079k107 2,488,090 2,120,573 SH   SOLE   310,421 0 1,810,152
ALTABA INC. COM 021346101 408,119 5,506,190 SH   SOLE   2,950,340 0 2,555,850
ALTAIR ENGINEERING COM 021369103 42,331 1,150,000 SH   SOLE   849,400 0 300,600
ALTRIA GROUP INC. COM 02209S103 34,487 600,504 SH   SOLE   500,000 0 100,504
AMAZON.COM INC COM 023135106 564,726 317,128 SH   SOLE   3,900 0 313,228
AMERICAN AIRLINES GROUP COM 02376R102 2,186,223 68,835,752 SH   SOLE   24,103,694 0 44,732,058
AMERICAN EXPRESS CO. COM 025816109 14,985 137,100 SH   SOLE   0 0 137,100
AMGEN INC. COM 031162100 3,615,864 19,032,868 SH   SOLE   2,985,050 0 16,047,818
ANALOG DEVICES COM 032654105 610,070 5,795,284 SH   SOLE   1,374,230 0 4,421,054
APPLE INC COM 037833100 161,609 850,800 SH   SOLE   0 0 850,800
APPLIED MATERIALS COM 038222105 200,845 5,064,160 SH   SOLE   2,735,705 0 2,328,455
ARBUTUS BIOPHARMA CORP COM 03879J100 14,466 4,040,900 SH   SOLE   4,040,900 0 0
ARENA PHARMACEUTICALS COM 040047607 65,550 1,462,200 SH   SOLE   1,175,000 0 287,200
ARISTA NETWORKS COM 040413106 3,711 11,800 SH   SOLE   1,500 0 10,300
ARLO TECHNOLOGIES INC COM 04206A101 20,848 5,048,000 SH   SOLE   3,039,630 0 2,008,370
ARMSTRONG WORLD INDS INC COM 04247X102 3,733 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 8,682 8,039,000 SH   SOLE   7,369,000 0 670,000
ASML HOLDING NV COM N07059210 295,542 1,571,612 SH   SOLE   359,153 0 1,212,459
ASTRAZENECA COM 046353108 2,277,954 56,343,156 SH   SOLE   15,795,013 0 40,548,143
AT HOME INC. COM 04650Y100 1,734 97,100 SH   SOLE   41,000 0 56,100
AUTODESK INC. COM 052769106 14,180 91,000 SH   SOLE   0 0 91,000
AUTOZONE INC. COM 053332102 4,931 4,815 SH   SOLE   0 0 4,815
AVAYA HOLDINGS CORP COM 05351X101 1,365 81,100 SH   SOLE   22,900 0 58,200
AVIS BUDGET GROUP COM 053774105 2,789 80,000 SH   SOLE   0 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 59,314 2,948,000 SH   SOLE   2,506,500 0 441,500
AXON ENTERPRISE INC COM 05464C101 28,130 517,000 SH   SOLE   417,000 0 100,000
AXOVANT SCIENCES LTD COM G0750W104 1,400 1,052,300 SH   SOLE   871,700 0 180,600
BANKAMERICA CORP NEW COM 060505104 988,524 35,829,061 SH   SOLE   5,832,000 0 29,997,061
BEIGENE LTD ADR COM 07725L102 121,498 920,439 SH   SOLE   761,747 0 158,692
BIOGEN INC. COM 09062X103 3,447,929 14,586,382 SH   SOLE   1,681,065 0 12,905,317
BIOMARIN PHARMA COM 09061G101 1,260,575 14,190,873 SH   SOLE   4,004,289 0 10,186,584
BLACKBERRY LTD COM 09228F103 733,405 72,686,293 SH   SOLE   45,180,643 0 27,505,650
BOEING CO. COM 097023105 474,898 1,245,079 SH   SOLE   50,579 0 1,194,500
BOOT BARN HOLDINGS COM 099406100 22,816 775,000 SH   SOLE   775,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,729,202 45,054,777 SH   SOLE   3,650,686 0 41,404,091
BRISTOL-MYERS SQUIBB COM 110122108 1,037,654 21,749,195 SH   SOLE   6,532,604 0 15,216,591
BURLINGTON STORES COM 122017106 5,217 33,300 SH   SOLE   8,100 0 25,200
CABOT OIL & GAS CORP COM 127097103 91,824 3,518,154 SH   SOLE   1,372,850 0 2,145,304
CALAVO GROWERS COM 128246105 11,311 134,900 SH   SOLE   117,300 0 17,600
CAMPING WORLD HOLDINGS INC A COM 13462K109 5,889 423,400 SH   SOLE   86,800 0 336,600
CAPRI HOLDINGS LIMITED COM G1890L107 77,693 1,698,200 SH   SOLE   792,000 0 906,200
CARMAX INC. COM 143130102 839,438 12,026,338 SH   SOLE   6,065,151 0 5,961,187
CARNIVAL CORP COM 143658300 1,122,505 22,131,407 SH   SOLE   7,308,519 0 14,822,888
CATERPILLAR INC DEL COM 149123101 1,267,021 9,351,401 SH   SOLE   2,105,900 0 7,245,501
CBOE GLOBAL MARKETS COM 12503M108 76,953 806,300 SH   SOLE   541,900 0 264,400
CBS CORPORATION COM 124857202 61,150 1,286,549 SH   SOLE   400,000 0 886,549
CELANESE CORP COM 150870103 1,080 10,950 SH   SOLE   0 0 10,950
CERNER CORP COM 156782104 1,110 19,400 SH   SOLE   0 0 19,400
CERUS CORP COM 157085101 67,284 10,800,000 SH   SOLE   10,800,000 0 0
CHARLES RIVER LAB COM 159864107 58,681 404,000 SH   SOLE   17,000 0 387,000
CHARTER COMMUNICATIONS COM 16119P108 56,650 163,300 SH   SOLE   0 0 163,300
CHEGG INC COM 163092109 296,493 7,777,890 SH   SOLE   6,731,700 0 1,046,190
CIRCOR CORP COM 17273K109 11,540 354,000 SH   SOLE   334,000 0 20,000
CISCO SYSTEMS INC COM 17275R102 1,086,328 20,120,911 SH   SOLE   5,278,679 0 14,842,232
CITIGROUP INC. COM 172967424 366,858 5,896,141 SH   SOLE   3,048,840 0 2,847,301
COMCAST CORP CABLE COM 20030N101 108,910 2,724,100 SH   SOLE   348,000 0 2,376,100
COMERICA COM 200340107 3,197 43,600 SH   SOLE   0 0 43,600
COMSCORE COM 20564W105 177,353 8,758,157 SH   SOLE   7,537,060 0 1,221,097
CONSTELLATION BRANDS INC.-A COM 21036P108 9,826 56,041 SH   SOLE   0 0 56,041
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,125 132,000 SH   SOLE   41,000 0 91,000
CORNING INC COM 219350105 517,632 15,638,427 SH   SOLE   1,434,727 0 14,203,700
CRAY INC COM 225223304 8,581 329,400 SH   SOLE   290,400 0 39,000
CREE INC. COM 225447101 479,308 8,376,589 SH   SOLE   4,214,229 0 4,162,360
CSX CORP. COM 126408103 89,350 1,194,200 SH   SOLE   160,000 0 1,034,200
CURTISS WRIGHT COM 231561101 152,295 1,343,700 SH   SOLE   827,500 0 516,200
CVS HEALTH CORP COM 126650100 319,631 5,926,770 SH   SOLE   1,537,960 0 4,388,810
DEERE & CO COM 244199105 693,848 4,340,891 SH   SOLE   997,451 0 3,343,440
DELL TECHNOLOGIES COM 24703L202 62,184 1,059,529 SH   SOLE   331,232 0 728,297
DELTA AIR LINES DEL COM 247361702 1,468,316 28,428,183 SH   SOLE   8,906,287 0 19,521,896
DESCARTES SYS GRP INC COM 249906108 160,545 4,413,000 SH   SOLE   121,700 0 4,291,300
DEXTERA SURGICAL INC COM 252ESC108 19 576,840 SH   SOLE   507,040 0 69,800
DIEBOLD NIXDORF COM 253651103 3,321 300,000 SH   SOLE   300,000 0 0
DIGIMARC COM 25381B101 13,085 417,000 SH   SOLE   417,000 0 0
DISCOVER FIN SVCS COM 254709108 918,917 12,913,396 SH   SOLE   5,900,420 0 7,012,976
DISNEY WALT CO. COM 254687106 364,500 3,282,900 SH   SOLE   200,000 0 3,082,900
DOWDUPONT INC COM 26078J100 350,317 6,571,310 SH   SOLE   1,467,880 0 5,103,430
DXC TECHNOLOGIES CO COM 23355L106 220,269 3,425,108 SH   SOLE   836,425 0 2,588,683
E TRADE FINANCIAL COM 269246401 629,852 13,565,625 SH   SOLE   8,355,206 0 5,210,419
EBAY INC. COM 278642103 342,413 9,219,522 SH   SOLE   4,687,422 0 4,532,100
EDWARDS LIFE COM 28176E108 102,362 535,000 SH   SOLE   0 0 535,000
ELANCO ANIMAL HEALTH INC COM 28414H103 981,596 30,607,906 SH   SOLE   7,060,539 0 23,547,367
ELECTRONIC ARTS INC. COM 285512109 100,606 989,925 SH   SOLE   389,550 0 600,375
ELLIE MAE COM 28849P100 267,553 2,711,045 SH   SOLE   2,620,995 0 90,050
ENTEGRIS INC COM 29362U104 170,917 4,788,941 SH   SOLE   255,738 0 4,533,203
ENTERCOM COMMS CORP COM 293639100 15,388 2,931,058 SH   SOLE   1,472,529 0 1,458,529
EOG RESOURCES INC. COM 26875P101 206,769 2,172,396 SH   SOLE   127,637 0 2,044,759
EPIZYME COM 29428V104 127,045 10,253,801 SH   SOLE   9,729,301 0 524,500
EQUINIX COM 29444U700 9,380 20,700 SH   SOLE   0 0 20,700
ERICSSON COM 294821608 1,219,207 132,811,246 SH   SOLE   34,724,956 0 98,086,290
EXACT SCIENCES CORP COM 30063p105 258,925 2,989,200 SH   SOLE   2,652,900 0 336,300
FACEBOOK INC. COM 30303M102 21,403 128,400 SH   SOLE   0 0 128,400
FARO TECHNOLOGIES INC. COM 311642102 69,689 1,587,078 SH   SOLE   1,338,834 0 248,244
FEDEX CORP COM 31428X106 2,730,360 15,050,770 SH   SOLE   1,666,444 0 13,384,326
FIVE BELOW COM 33829M101 1,764 14,200 SH   SOLE   7,300 0 6,900
FLEX LTD COM Y2573F102 774,182 77,418,159 SH   SOLE   41,252,286 0 36,165,873
FLUIDIGM CORP. COM 34385P108 87,467 6,581,443 SH   SOLE   4,666,832 0 1,914,611
FORMFACTOR INC COM 346375108 73,943 4,595,618 SH   SOLE   1,634,018 0 2,961,600
GARRETT MOTION INC. COM 366505105 724 49,158 SH   SOLE   659 0 48,499
GENERAL DYNAMICS CORP COM 369550108 118,664 700,990 SH   SOLE   273,600 0 427,390
GILBRALTAR INDUSTRIES COM 374689107 10,550 259,800 SH   SOLE   206,300 0 53,500
GILDAN ACTIVEWEAR COM 375916103 44,765 1,244,500 SH   SOLE   644,500 0 600,000
GLAUKOS COM 377322102 21,371 272,700 SH   SOLE   201,700 0 71,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 24,109 576,900 SH   SOLE   5,800 0 571,100
GREIF CL B COM 397624206 1,613 33,000 SH   SOLE   0 0 33,000
GTT COMMUNICATIONS COM 362393100 2,165 62,400 SH   SOLE   19,300 0 43,100
HABIT BURGER COM 40449J103 3,527 326,000 SH   SOLE   96,000 0 230,000
HAWAIIAN HOLDINGS INC. COM 419879101 24,973 951,367 SH   SOLE   781,200 0 170,167
HERC HOLDINGS INC COM 42704L104 9,774 250,739 SH   SOLE   35,833 0 214,906
HESS CORPORATION COM 42809H107 501,869 8,332,535 SH   SOLE   1,673,971 0 6,658,564
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,418,375 91,923,218 SH   SOLE   30,388,911 0 61,534,307
HILTON WORLDWIDE HOLDINGS COM 43300A203 57,983 697,665 SH   SOLE   125,000 0 572,665
HONEYWELL INTL. INC. COM 438516106 480,627 3,024,335 SH   SOLE   257,490 0 2,766,845
HP INC. COM 40434L105 1,204,364 61,984,783 SH   SOLE   17,577,167 0 44,407,616
HUBSPOT INC COM 443573100 78,094 469,850 SH   SOLE   444,550 0 25,300
ICF INTERNATIONAL COM 44925C103 7,716 101,417 SH   SOLE   101,417 0 0
IDEX CORP COM 45167R104 90,217 594,550 SH   SOLE   219,000 0 375,550
ILLUMINA INC COM 452327109 310,843 1,000,493 SH   SOLE   340,120 0 660,373
IMAX CORP. COM 45245E109 136,003 5,996,600 SH   SOLE   5,428,900 0 567,700
IMMUNOGEN COM 45253H101 10,183 3,757,600 SH   SOLE   2,725,000 0 1,032,600
INGEVITY CORP COM 45688C107 2,440 23,100 SH   SOLE   5,400 0 17,700
INSULET CORP. COM 45784P101 467,793 4,919,472 SH   SOLE   4,590,477 0 328,995
INTEL CORP COM 458140100 1,314,351 24,475,815 SH   SOLE   5,728,913 0 18,746,902
INTUIT INC COM 461202103 1,019,072 3,898,366 SH   SOLE   412,816 0 3,485,550
IROBOT CORP COM 462726100 486,024 4,129,700 SH   SOLE   4,063,100 0 66,600
JABIL CIRCUIT COM 466313103 103,312 3,885,387 SH   SOLE   2,144,212 0 1,741,175
JACOBS ENGR GROUP DEL COM 469814107 618,417 8,224,722 SH   SOLE   4,100,963 0 4,123,759
JET BLUE AIRWAYS COM 477143101 374,482 22,890,075 SH   SOLE   13,378,422 0 9,511,653
JOHNSON & JOHNSON COM 478160104 657 4,700 SH   SOLE   0 0 4,700
JPMORGAN CHASE & CO. COM 46625H100 2,345,132 23,166,378 SH   SOLE   6,228,399 0 16,937,979
KEYSIGHT TECHNOLOGIES COM 49338L103 341,427 3,915,451 SH   SOLE   2,202,681 0 1,712,770
KLA-TENCOR CORP. COM 482480100 1,401,811 11,739,480 SH   SOLE   2,858,359 0 8,881,121
L BRANDS INC. COM 501797104 525,947 19,069,880 SH   SOLE   4,756,694 0 14,313,186
LAS VEGAS SANDS CORP. COM 517834107 52,261 857,300 SH   SOLE   100,000 0 757,300
LILLY ELI & CO COM 532457108 5,610,524 43,237,704 SH   SOLE   9,079,721 0 34,157,983
LINDE PLC EUR COM G5494J103 251,627 1,430,269 SH   SOLE   203,069 0 1,227,200
LIONS GATE ENT CL-A COM 535919401 30,341 1,939,986 SH   SOLE   1,805,386 0 134,600
LIONS GATE ENT CL-B COM 535919500 43,586 2,886,500 SH   SOLE   2,758,800 0 127,700
LIVANOVA PLC COM G5509L101 18,575 191,000 SH   SOLE   145,900 0 45,100
LOWES COS INC COM 548661107 4,488 41,000 SH   SOLE   0 0 41,000
LYFT INC-A COM 55087P104 39,145 500,000 SH   SOLE   157,300 0 342,700
MARKETAXESS HLDGS INC. COM 57060D108 178,216 724,220 SH   SOLE   668,620 0 55,600
MARRIOTT INTERNATIONAL COM 571903202 133,245 1,065,196 SH   SOLE   120,346 0 944,850
MARRONE BIO INNOVATIONS COM 57165B106 4,008 2,619,600 SH   SOLE   2,325,000 0 294,600
MARSH & MCLENNAN COS. COM 571748102 838,290 8,927,475 SH   SOLE   1,316,414 0 7,611,061
MASTERCARD INC CL A COM 57636Q104 19,277 81,874 SH   SOLE   16,874 0 65,000
MATERIALISE NV - ADR COM 57667T100 14,387 914,019 SH   SOLE   678,500 0 235,519
MATTEL INC COM 577081102 660,925 50,840,399 SH   SOLE   16,252,224 0 34,588,175
MAXAR TECHNOLOGIES LTD COM 57778K105 1,134 282,000 SH   SOLE   180,000 0 102,000
MAXLINEAR INC COM 57776J100 125,131 4,901,334 SH   SOLE   4,010,812 0 890,522
MCDONALDS CORP. COM 580135101 26,700 140,600 SH   SOLE   10,000 0 130,600
MEDTRONIC PLC COM G5960L103 596,364 6,547,695 SH   SOLE   645,050 0 5,902,645
MERCK & COMPANY COM 58933Y105 283,710 3,411,200 SH   SOLE   1,500,000 0 1,911,200
MERCURY GENERAL CORP COM 589400100 14,100 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 114,551 4,464,200 SH   SOLE   2,763,200 0 1,701,000
MICRO FOCUS INTL PLC ADR COM 594837403 368,729 14,297,353 SH   SOLE   6,344,802 0 7,952,551
MICRON TECHNOLOGY INC COM 595112103 2,388,718 57,796,235 SH   SOLE   15,090,124 0 42,706,111
MICROSOFT CORP. COM 594918104 4,464,992 37,858,167 SH   SOLE   5,784,065 0 32,074,102
MOMENTA PHARMACEUTICALS COM 60877T100 44,762 3,080,660 SH   SOLE   2,708,343 0 372,317
NATIONAL OILWELL VARCO COM 637071101 5,849 219,566 SH   SOLE   51,000 0 168,566
NCI BUILDING SYSTEMS COM 628852204 2,094 340,000 SH   SOLE   340,000 0 0
NEKTAR THERAPEUTICS COM 640268108 650,356 19,355,822 SH   SOLE   17,859,534 0 1,496,288
NETAPP INC. COM 64110D104 2,351,873 33,917,978 SH   SOLE   10,558,107 0 23,359,871
NETFLIX COM 64110L106 32,180 90,250 SH   SOLE   8,900 0 81,350
NEWELL BRANDS INC COM 651229106 61,493 4,008,660 SH   SOLE   1,684,900 0 2,323,760
NLIGHT COM 65487K100 7,894 354,300 SH   SOLE   170,300 0 184,000
NMI HOLDINGS INC. COM 629209305 58,555 2,263,449 SH   SOLE   2,263,449 0 0
NN INC COM 629337106 47,142 6,294,000 SH   SOLE   4,774,700 0 1,519,300
NOBLE ENERGY INC. COM 655044105 52,768 2,133,747 SH   SOLE   8,447 0 2,125,300
NORFOLK SOUTHERN COM 655844108 51,395 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 440,309 4,870,137 SH   SOLE   1,799,450 0 3,070,687
NORWEGIAN CRUISE LINES COM G66721104 302,277 5,499,950 SH   SOLE   3,556,850 0 1,943,100
NOVARTIS AG ADR COM 66987V109 2,293,633 23,857,216 SH   SOLE   3,543,685 0 20,313,531
NUANCE COMMUNICATIONS COM 67020Y100 154,200 9,108,098 SH   SOLE   5,259,224 0 3,848,874
NUTANIX COM 67059N108 8,761 232,150 SH   SOLE   125,150 0 107,000
NUVASIVE INC. COM 670704105 46,318 815,600 SH   SOLE   690,000 0 125,600
NVENT ELECTRIC PLC COM G6700G107 37,602 1,393,700 SH   SOLE   140,000 0 1,253,700
NVIDIA CORP. COM 67066G104 814,751 4,537,485 SH   SOLE   1,012,065 0 3,525,420
OLD DOMINION FREIGHT LINES COM 679580100 25,600 177,300 SH   SOLE   25,000 0 152,300
ONCOMED PHARMACEUTICALS COM 68234X102 5,669 5,451,400 SH   SOLE   3,786,300 0 1,665,100
ONESPAWORLD-HOLDINGS LTD COM P73684113 16,392 1,200,000 SH   SOLE   1,045,000 0 155,000
ORACLE CORP. COM 68389X105 454,275 8,457,917 SH   SOLE   989,525 0 7,468,392
ORASURE TECHNOLOGIES COM 68554V108 19,156 1,718,000 SH   SOLE   1,590,000 0 128,000
OSI SYSTEMS COM 671044105 22,662 258,700 SH   SOLE   238,400 0 20,300
OWENS CORNING COM 690742101 2,398 50,900 SH   SOLE   0 0 50,900
PALO ALTO NETWORKS INC. COM 697435105 31,064 127,900 SH   SOLE   64,800 0 63,100
PAYPAL HOLDINGS INC COM 70450Y103 401,711 3,868,558 SH   SOLE   1,608,718 0 2,259,840
PENTAIR PLC COM G7S00T104 65,274 1,466,500 SH   SOLE   142,800 0 1,323,700
PENUMBRA COM 70975L107 8,478 57,670 SH   SOLE   19,500 0 38,170
PEPSICO INC COM 713448108 24,510 200,000 SH   SOLE   0 0 200,000
PERFORMANCE FOOD GRP COM 71377A103 440 11,100 SH   SOLE   0 0 11,100
PERKIN ELMER COM 714046109 281,041 2,916,571 SH   SOLE   1,680,716 0 1,235,855
PERSPECTA INC. COM 715347100 41,087 2,031,990 SH   SOLE   379,879 0 1,652,111
PFENEX INC COM 717071104 20,651 3,341,600 SH   SOLE   3,090,800 0 250,800
PHILIP MORRIS INTL INC COM 718172109 19,430 219,825 SH   SOLE   150,000 0 69,825
PIONEER NATURAL RES CO COM 723787107 208,212 1,367,296 SH   SOLE   586,300 0 780,996
PLANTRONICS INC NEW COM 727493108 206,829 4,485,550 SH   SOLE   0 0 4,485,550
PRESTIGE BRANDS HOLDINGS COM 74112D101 1,274 42,600 SH   SOLE   0 0 42,600
PROGRESSIVE CORP. COM 743315103 253,243 3,512,877 SH   SOLE   579,677 0 2,933,200
PROS HOLDINGS INC. COM 74346Y103 140,254 3,320,400 SH   SOLE   3,146,000 0 174,400
PUBLIC SVC ENTERPRISE GRP COM 744573106 22,123 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 642,449 15,792,760 SH   SOLE   7,460,051 0 8,332,709
QUALCOMM INCORP. COM 747525103 1,404,845 24,633,445 SH   SOLE   6,880,582 0 17,752,863
RAMBUS INC DEL COM COM 750917106 13,047 1,248,545 SH   SOLE   165,589 0 1,082,956
RAYMOND JAMES FINANCIAL, INC. COM 754730109 164,032 2,039,950 SH   SOLE   853,650 0 1,186,300
RESIDEO TECHNOLOGIES, INC. COM 76118Y104 2,438 126,405 SH   SOLE   20,102 0 106,303
RESTAURANT BRANDS INTL COM 76131D103 70,475 1,082,400 SH   SOLE   333,200 0 749,200
RITCHIE BROS AUCTION COM 767744105 530 15,583 SH   SOLE   5,197 0 10,386
ROCKWELL AUTOMATION COM 773903109 115,592 658,795 SH   SOLE   41,985 0 616,810
ROKU INC COM 77543R102 1,064 16,500 SH   SOLE   3,500 0 13,000
ROSS STORES INC COM 778296103 1,155,116 12,407,261 SH   SOLE   1,943,972 0 10,463,289
ROYAL CARIBBEAN COM V7780T103 1,100,465 9,600,983 SH   SOLE   3,880,528 0 5,720,455
RYANAIR COM 783513203 39,613 528,600 SH   SOLE   15,800 0 512,800
SALESFORCE.COM COM 79466L302 116,411 735,060 SH   SOLE   0 0 735,060
SANOFI COM 80105N105 86,598 1,955,700 SH   SOLE   344,000 0 1,611,700
SCHLUMBERGER LTD COM 806857108 86,575 1,987,028 SH   SOLE   110,500 0 1,876,528
SCHWAB CHARLES CORP COM 808513105 1,347,783 31,519,711 SH   SOLE   6,234,580 0 25,285,131
SEATTLE GENETICS COM 812578102 1,042,300 14,231,300 SH   SOLE   10,468,425 0 3,762,875
SERVICESOURCE COM 81763U100 12,315 13,365,033 SH   SOLE   9,057,000 0 4,308,033
SHUTTERFLY COM 82568P304 203,508 5,007,582 SH   SOLE   4,354,427 0 653,155
SIGNET JEWELERS COM G81276100 1,345 49,536 SH   SOLE   0 0 49,536
SONY CORP ADR NEW COM 835699307 1,758,798 41,638,220 SH   SOLE   16,968,814 0 24,669,406
SOUTHWEST AIRLS CO COM 844741108 3,823,352 73,653,477 SH   SOLE   14,742,362 0 58,911,115
SOUTHWESTERN ENERGY CO COM 845467109 63,843 13,612,475 SH   SOLE   6,740,825 0 6,871,650
SPECTRUM PHARMACEUTICALS COM 84763A108 118,221 11,059,000 SH   SOLE   10,317,200 0 741,800
SPIRIT AEROSYSTEMS COM 848574109 15,029 164,200 SH   SOLE   0 0 164,200
SPIRIT AIRLINES COM 848577102 32,560 615,965 SH   SOLE   437,200 0 178,765
SPLUNK COM 848637104 864,799 6,940,600 SH   SOLE   4,599,000 0 2,341,600
SPRINT CORP. COM 85207U105 196,396 34,760,400 SH   SOLE   22,993,200 0 11,767,200
STRATASYS LTD COM M85548101 182,275 7,652,200 SH   SOLE   7,313,100 0 339,100
STRYKER CORP. COM 863667101 44,541 225,500 SH   SOLE   0 0 225,500
T-MOBILE US INC. COM 872590104 51,397 743,800 SH   SOLE   0 0 743,800
TECHNIPFMC PLC COM G87110105 2,411 102,500 SH   SOLE   0 0 102,500
TEMPUR SEALY COM 88023U101 25,644 444,664 SH   SOLE   411,864 0 32,800
TERADYNE COM 880770102 80,932 2,031,422 SH   SOLE   1,046,272 0 985,150
TESLA INC. COM 88160R101 255,628 913,415 SH   SOLE   352,615 0 560,800
TEXAS INSTRS. INC. COM 882508104 3,538,662 33,361,569 SH   SOLE   4,808,622 0 28,552,947
TEXTRON INC. COM 883203101 268,111 5,292,360 SH   SOLE   795,360 0 4,497,000
THE CME GROUP COM 12572Q105 329,875 2,004,343 SH   SOLE   771,521 0 1,232,822
THE RUBICON PROJECT COM 78112V102 7,878 1,295,800 SH   SOLE   1,243,600 0 52,200
THERMO FISHER SCIENTIFIC COM 883556102 1,373,208 5,016,836 SH   SOLE   979,040 0 4,037,796
TIFFANY & CO. COM 886547108 10,587 100,300 SH   SOLE   53,000 0 47,300
TJX COS INC NEW COM 872540109 861,174 16,184,448 SH   SOLE   974,000 0 15,210,448
TRANSDIGM GROUP COM 893641100 154,467 340,244 SH   SOLE   8,500 0 331,744
TRANSOCEAN LTD COM H8817H100 295,484 33,924,639 SH   SOLE   15,277,474 0 18,647,165
TRAVELERS COMPANIES INC. COM 89417E109 54,833 399,775 SH   SOLE   0 0 399,775
TRIBUNE MEDIA COMPANY COM 896047503 69,876 1,514,440 SH   SOLE   925,060 0 589,380
TRIBUNE PUBLISHING CO COM 89609W107 28,175 2,389,726 SH   SOLE   2,247,501 0 142,225
TRIMBLE INC COM 896239100 379,910 9,403,723 SH   SOLE   3,169,503 0 6,234,220
TUESDAY MORNING CORP. COM 899035505 4,629 2,183,400 SH   SOLE   1,599,000 0 584,400
TYSON FOODS COM 902494103 48,011 691,500 SH   SOLE   378,000 0 313,500
ULTA BEAUTY INC. COM 90384S303 98,133 281,400 SH   SOLE   102,700 0 178,700
UNION PACIFIC CORP. COM 907818108 447,960 2,679,186 SH   SOLE   94,650 0 2,584,536
UNITED CONTL HLDGS INC COM 910047109 3,048,045 38,205,624 SH   SOLE   12,875,958 0 25,329,666
UNITED PARCEL SVC INC. COM 911312106 401,397 3,592,243 SH   SOLE   542,817 0 3,049,426
UNITED TECHNOLOGIES CORP. COM 913017109 78,128 606,162 SH   SOLE   74,762 0 531,400
UNIVERSAL DISPLAY CORP COM 91347P105 728,852 4,768,412 SH   SOLE   3,013,790 0 1,754,622
US BANCORP DEL COM 902973304 246,934 5,124,179 SH   SOLE   302,754 0 4,821,425
V F CORP COM 918204108 52,146 600,000 SH   SOLE   300,000 0 300,000
VISA COM 92826C839 571,410 3,658,429 SH   SOLE   914,790 0 2,743,639
VMWARE COM 928563402 228,561 1,266,195 SH   SOLE   637,225 0 628,970
WATERS CORP COM 941848103 79,406 315,467 SH   SOLE   89,580 0 225,887
WELLS FARGO & CO. COM 949746101 2,221,014 45,964,686 SH   SOLE   10,276,160 0 35,688,526
WESTERN DIGITAL CORP COM 958102105 35,871 746,380 SH   SOLE   262,844 0 483,536
WHIRLPOOL CP COM 963320106 1,029,656 7,748,180 SH   SOLE   1,988,324 0 5,759,856
WILLSCOT CORP COM 971375126 4,824 435,000 SH   SOLE   189,600 0 245,400
XENCOR COM 98401F105 233,071 7,503,883 SH   SOLE   6,148,318 0 1,355,565
ZIMMER BIOMET HOLDINGS COM 98956P102 314,617 2,463,720 SH   SOLE   712,800 0 1,750,920
BEIGENE LTD COM 00BGDY260 62,450 6,350,100 SH   SOLE   3,886,600 0 2,463,500
AIRBUS SE COM 004012250 2,261,676 17,086,298 SH   SOLE   2,465,267 0 14,621,031
SAFRAN COM F4035A557 4,118 30,000 SH   SOLE   30,000 0 0
SIEMENS AG-Reg COM 005727973 1,464,778 13,598,892 SH   SOLE   3,778,111 0 9,820,781
SIEMENS HEALTHINEERS AG COM 00BD594Y4 304,337 7,296,721 SH   SOLE   1,770,700 0 5,526,021
SYRAH RESOURCES COM 00B23HV20 304 400,300 SH   SOLE   200,300 0 200,000
ROCHE HOLDING AG-CHF COM 007110388 1,735,496 6,301,872 SH   SOLE   861,531 0 5,440,341