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
8X8 INC NEW COM 282914100 25,689 1,271,710 SH   SOLE   615,990 0 655,720
ABBOTT LABS COM 002824100 10,762 134,625 SH   SOLE   76,740 0 57,885
ACACIA COMMUNICATIONS INC COM 00401C108 22,399 390,565 SH   SOLE   190,495 0 200,070
ACCELERON PHARMA INC COM 00434H108 64,133 1,377,123 SH   SOLE   907,891 0 469,232
ADOBE INC COM 00724F101 118,419 444,365 SH   SOLE   326,979 0 117,386
ADVANCE AUTO PARTS INC COM 00751Y106 41,903 245,722 SH   SOLE   189,712 0 56,010
AGIOS PHARMACEUTICALS INC COM 00847X104 23,110 342,680 SH   SOLE   264,810 0 77,870
ALARM COM HLDGS INC COM 011642105 13,704 211,148 SH   SOLE   102,411 0 108,737
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 68,375 479,622 SH   SOLE   387,637 0 91,985
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 29,897 319,923 SH   SOLE   247,293 0 72,630
ALPHABET INC CAP STK CL C 02079K107 213,825 182,241 SH   SOLE   142,080 0 40,161
ALPHABET INC CAP STK CL A 02079K305 171,084 145,370 SH   SOLE   115,002 0 30,368
AMAZON COM INC COM 023135106 350,940 197,074 SH   SOLE   153,932 0 43,142
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 25,745 1,161,275 SH   SOLE   562,115 0 599,160
AMETEK INC NEW COM 031100100 173,849 2,095,323 SH   SOLE   1,638,762 0 456,561
ANALOG DEVICES INC COM 032654105 56,345 535,239 SH   SOLE   385,456 0 149,783
APELLIS PHARMACEUTICALS INC COM 03753U106 14,263 731,451 SH   SOLE   354,450 0 377,001
APPLE INC COM 037833100 365,221 1,922,722 SH   SOLE   1,503,987 0 418,735
APPLIED MATLS INC COM 038222105 89,404 2,254,251 SH   SOLE   1,739,142 0 515,109
ARISTA NETWORKS INC COM 040413106 44,645 141,973 SH   SOLE   109,583 0 32,390
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 80,806 686,545 SH   SOLE   471,215 0 215,330
AUTODESK INC COM 052769106 50,583 324,626 SH   SOLE   250,766 0 73,860
AVERY DENNISON CORP COM 053611109 113,955 1,008,453 SH   SOLE   770,003 0 238,450
AVNET INC COM 053807103 26,084 601,420 SH   SOLE   288,600 0 312,820
AXONICS MODULATION TECH INC COM 05465P101 261 10,900 SH   SOLE   10,900 0 0
BANK AMER CORP COM 060505104 81,821 2,965,611 SH   SOLE   2,302,457 0 663,154
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 20,714 577,315 SH   SOLE   280,185 0 297,130
BERRY GLOBAL GROUP INC COM 08579W103 38,971 723,431 SH   SOLE   371,101 0 352,330
BHP GROUP LTD SPONSORED ADS 088606108 3,159 57,780 SH   SOLE   45,620 0 12,160
BIO RAD LABS INC CL A 090572207 115,080 376,471 SH   SOLE   270,041 0 106,430
BIOGEN INC COM 09062X103 56,081 237,250 SH   SOLE   187,465 0 49,785
BLACK KNIGHT INC COM 09215C105 73,701 1,352,308 SH   SOLE   1,120,603 0 231,705
BLUEPRINT MEDICINES CORP COM 09627Y109 37,387 467,041 SH   SOLE   284,395 0 182,646
BOEING CO COM 097023105 219,521 575,535 SH   SOLE   489,831 0 85,704
BOYD GAMING CORP COM 103304101 515 18,820 SH   SOLE   18,820 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 27,089 213,113 SH   SOLE   120,923 0 92,190
BRISTOL MYERS SQUIBB CO COM 110122108 156,405 3,278,241 SH   SOLE   2,569,112 0 709,129
BROADCOM INC COM 11135F101 88,833 295,411 SH   SOLE   214,929 0 80,482
BURLINGTON STORES INC COM 122017106 30,799 196,570 SH   SOLE   151,940 0 44,630
CABOT MICROELECTRONICS CORP COM 12709P103 22,056 196,997 SH   SOLE   94,467 0 102,530
CATALENT INC COM 148806102 18,223 448,946 SH   SOLE   213,345 0 235,601
CATERPILLAR INC DEL COM 149123101 87,094 642,805 SH   SOLE   504,711 0 138,094
CELANESE CORP DEL COM 150870103 2,123 21,530 SH   SOLE   21,530 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 7,237 823,310 SH   SOLE   395,200 0 428,110
CERIDIAN HCM HLDG INC COM 15677J108 18,989 370,147 SH   SOLE   286,187 0 83,960
CHARLES RIV LABS INTL INC COM 159864107 33,573 231,142 SH   SOLE   178,652 0 52,490
CHART INDS INC COM PAR $0.01 16115Q308 272 3,000 SH   SOLE   3,000 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 109,978 317,023 SH   SOLE   247,305 0 69,718
CHILDRENS PL INC COM 168905107 22,087 227,045 SH   SOLE   175,515 0 51,530
CIENA CORP COM NEW 171779309 284 7,600 SH   SOLE   7,600 0 0
CITIGROUP INC COM NEW 172967424 324 5,200 SH   SOLE   5,200 0 0
CLOVIS ONCOLOGY INC COM 189464100 20,016 806,465 SH   SOLE   623,065 0 183,400
CME GROUP INC COM CL A 12572Q105 16,166 98,224 SH   SOLE   75,179 0 23,045
COCA COLA CO COM 191216100 7,153 152,640 SH   SOLE   86,770 0 65,870
CONAGRA BRANDS INC COM 205887102 89,861 3,239,408 SH   SOLE   2,376,537 0 862,871
COOPER COS INC COM NEW 216648402 151,357 511,047 SH   SOLE   377,533 0 133,514
CORREVIO PHARMA CORP COM 22026V105 15,130 4,788,032 SH   SOLE   2,405,623 0 2,382,409
COSTAR GROUP INC COM 22160N109 40,326 86,459 SH   SOLE   68,515 0 17,944
CRANE CO COM 224399105 37,964 448,636 SH   SOLE   346,836 0 101,800
CSX CORP COM 126408103 1,122 15,000 SH   SOLE   15,000 0 0
CUMMINS INC COM 231021106 5,765 36,520 SH   SOLE   20,565 0 15,955
CYMABAY THERAPEUTICS INC COM 23257D103 11,080 834,330 SH   SOLE   402,120 0 432,210
CYRUSONE INC COM 23283R100 15,665 298,715 SH   SOLE   134,330 0 164,385
DANAHER CORPORATION COM 235851102 5,065 38,366 SH   SOLE   34,429 0 3,937
DEXCOM INC COM 252131107 20,141 169,108 SH   SOLE   130,528 0 38,580
DIAMONDBACK ENERGY INC COM 25278X109 33,513 330,082 SH   SOLE   253,622 0 76,460
DISNEY WALT CO COM DISNEY 254687106 90,834 818,100 SH   SOLE   626,233 0 191,867
EAST WEST BANCORP INC COM 27579R104 33,984 708,453 SH   SOLE   556,523 0 151,930
ELDORADO RESORTS INC COM 28470R102 49,228 1,054,364 SH   SOLE   660,909 0 393,455
ENTEGRIS INC COM 29362U104 26,724 748,790 SH   SOLE   578,770 0 170,020
ENVESTNET INC COM 29404K106 27,937 427,230 SH   SOLE   329,460 0 97,770
EOG RES INC COM 26875P101 81,630 857,636 SH   SOLE   622,535 0 235,101
ESSENT GROUP LTD COM G3198U102 63,659 1,465,102 SH   SOLE   1,012,292 0 452,810
EVOLENT HEALTH INC CL A 30050B101 8,724 693,515 SH   SOLE   335,585 0 357,930
EXACT SCIENCES CORP COM 30063P105 520 6,000 SH   SOLE   6,000 0 0
FACEBOOK INC CL A 30303M102 90,944 545,590 SH   SOLE   423,537 0 122,053
FAIR ISAAC CORP COM 303250104 37,632 138,540 SH   SOLE   67,890 0 70,650
FATE THERAPEUTICS INC COM 31189P102 15,697 893,425 SH   SOLE   445,725 0 447,700
FIDELITY NATL INFORMATION SV COM 31620M106 58,895 520,734 SH   SOLE   387,934 0 132,800
FIFTH THIRD BANCORP COM 316773100 5,486 217,520 SH   SOLE   122,485 0 95,035
FISERV INC COM 337738108 39,814 451,001 SH   SOLE   347,881 0 103,120
FIVE BELOW INC COM 33829M101 49,598 399,178 SH   SOLE   250,858 0 148,320
FLEETCOR TECHNOLOGIES INC COM 339041105 89,873 364,463 SH   SOLE   281,254 0 83,209
FLOWSERVE CORP COM 34354P105 52,101 1,154,212 SH   SOLE   750,792 0 403,420
FORTINET INC COM 34959E109 93,947 1,118,818 SH   SOLE   871,008 0 247,810
GALLAGHER ARTHUR J & CO COM 363576109 102,075 1,306,977 SH   SOLE   997,737 0 309,240
GARTNER INC COM 366651107 27,258 179,705 SH   SOLE   143,665 0 36,040
GLOBAL PMTS INC COM 37940X102 37,984 278,230 SH   SOLE   213,480 0 64,750
GODADDY INC CL A 380237107 49,281 655,419 SH   SOLE   525,709 0 129,710
GRACE W R & CO DEL NEW COM 38388F108 37,511 480,666 SH   SOLE   371,431 0 109,235
GREEN DOT CORP CL A 39304D102 22,147 365,160 SH   SOLE   174,430 0 190,730
GROUPON INC COM 399473107 311 87,700 SH   SOLE   87,700 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 42,761 440,106 SH   SOLE   340,076 0 100,030
HAEMONETICS CORP COM 405024100 63,771 728,979 SH   SOLE   512,394 0 216,585
HAMILTON LANE INC CL A 407497106 16,528 379,266 SH   SOLE   183,593 0 195,673
HEICO CORP NEW CL A 422806208 43,681 519,638 SH   SOLE   284,301 0 235,337
HENRY JACK & ASSOC INC COM 426281101 6,677 48,129 SH   SOLE   27,102 0 21,027
HILTON WORLDWIDE HLDGS INC COM 43300A203 67,022 806,422 SH   SOLE   622,597 0 183,825
HOME DEPOT INC COM 437076102 193,982 1,010,900 SH   SOLE   786,919 0 223,981
HUNT J B TRANS SVCS INC COM 445658107 82,266 812,178 SH   SOLE   630,416 0 181,762
ICON PLC SHS G4705A100 93,192 682,325 SH   SOLE   435,496 0 246,829
IDEXX LABS INC COM 45168D104 54,630 244,320 SH   SOLE   196,175 0 48,145
IHS MARKIT LTD SHS G47567105 73,176 1,345,644 SH   SOLE   1,122,186 0 223,458
ILLINOIS TOOL WKS INC COM 452308109 100,956 703,381 SH   SOLE   538,230 0 165,151
INGERSOLL-RAND PLC SHS G47791101 152,124 1,409,211 SH   SOLE   1,112,477 0 296,734
INGEVITY CORP COM 45688C107 31,615 299,354 SH   SOLE   144,684 0 154,670
INPHI CORP COM 45772F107 17,305 395,630 SH   SOLE   191,950 0 203,680
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 38,847 697,191 SH   SOLE   343,991 0 353,200
INTEGRATED DEVICE TECHNOLOGY COM 458118106 2,968 60,580 SH   SOLE   60,580 0 0
INTEL CORP COM 458140100 527 9,812 SH   SOLE   9,812 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 72,915 516,761 SH   SOLE   376,538 0 140,223
INTERSECT ENT INC COM 46071F103 20,987 652,781 SH   SOLE   326,406 0 326,375
INTERXION HOLDING N.V SHS N47279109 39,016 584,681 SH   SOLE   297,171 0 287,510
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 25,462 1,881,874 SH   SOLE   913,455 0 968,419
JPMORGAN CHASE & CO COM 46625H100 6,612 65,320 SH   SOLE   36,790 0 28,530
KEMPER CORP DEL COM 488401100 40,648 533,862 SH   SOLE   304,735 0 229,127
LAM RESEARCH CORP COM 512807108 42,211 235,800 SH   SOLE   181,995 0 53,805
LENNOX INTL INC COM 526107107 112,754 426,451 SH   SOLE   331,954 0 94,497
LINCOLN ELEC HLDGS INC COM 533900106 26,922 320,998 SH   SOLE   147,178 0 173,820
LIVE NATION ENTERTAINMENT IN COM 538034109 3,009 47,350 SH   SOLE   47,350 0 0
LPL FINL HLDGS INC COM 50212V100 48,913 702,275 SH   SOLE   446,743 0 255,532
LULULEMON ATHLETICA INC COM 550021109 48,212 294,207 SH   SOLE   238,452 0 55,755
LUMENTUM HLDGS INC COM 55024U109 27,186 480,830 SH   SOLE   371,580 0 109,250
MADISON SQUARE GARDEN CO NEW CL A 55825T103 81,704 278,729 SH   SOLE   197,761 0 80,968
MARATHON PETE CORP COM 56585A102 177,975 2,973,677 SH   SOLE   2,318,303 0 655,374
MARRIOTT INTL INC NEW CL A 571903202 125,099 1,000,070 SH   SOLE   771,139 0 228,931
MARTEN TRANS LTD COM 573075108 1,750 98,166 SH   SOLE   98,166 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 52,598 2,644,464 SH   SOLE   2,040,494 0 603,970
MASIMO CORP COM 574795100 27,096 195,947 SH   SOLE   93,026 0 102,921
MASTERCARD INC CL A 57636Q104 119,285 506,625 SH   SOLE   363,976 0 142,649
MATSON INC COM 57686G105 9,055 250,895 SH   SOLE   121,895 0 129,000
MCDONALDS CORP COM 580135101 106,566 561,167 SH   SOLE   407,062 0 154,105
MEDICINES CO COM 584688105 147,869 5,290,481 SH   SOLE   4,039,246 0 1,251,235
MERCK & CO INC COM 58933Y105 8,370 100,634 SH   SOLE   60,358 0 40,276
MERITOR INC COM 59001K100 21,010 1,032,420 SH   SOLE   798,010 0 234,410
METTLER TOLEDO INTERNATIONAL COM 592688105 185,982 257,237 SH   SOLE   195,925 0 61,312
MICROCHIP TECHNOLOGY INC COM 595017104 36,894 444,716 SH   SOLE   332,216 0 112,500
MICROSOFT CORP COM 594918104 252,368 2,139,797 SH   SOLE   1,646,312 0 493,485
MICROSTRATEGY INC CL A NEW 594972408 17,594 121,971 SH   SOLE   58,281 0 63,690
MOMENTA PHARMACEUTICALS INC COM 60877T100 17,537 1,206,964 SH   SOLE   578,650 0 628,314
MSA SAFETY INC COM 553498106 30,708 296,985 SH   SOLE   141,535 0 155,450
MSCI INC COM 55354G100 64,424 324,000 SH   SOLE   254,267 0 69,733
NEKTAR THERAPEUTICS COM 640268108 848 25,250 SH   SOLE   25,250 0 0
NETAPP INC COM 64110D104 38,363 553,259 SH   SOLE   426,959 0 126,300
NETFLIX INC COM 64110L106 141,941 398,084 SH   SOLE   312,487 0 85,597
NEUROCRINE BIOSCIENCES INC COM 64125C109 27,887 316,540 SH   SOLE   244,630 0 71,910
NEW RELIC INC COM 64829B100 23,685 239,969 SH   SOLE   185,409 0 54,560
NEWMARK GROUP INC CL A 65158N102 31,994 3,836,182 SH   SOLE   2,870,359 0 965,823
NEXSTAR MEDIA GROUP INC CL A 65336K103 30,613 282,482 SH   SOLE   178,328 0 104,154
NEXTERA ENERGY INC COM 65339F101 5,908 30,560 SH   SOLE   24,170 0 6,390
NICE LTD SPONSORED ADR 653656108 72,350 590,567 SH   SOLE   402,252 0 188,315
NIKE INC CL B 654106103 88,353 1,049,198 SH   SOLE   781,038 0 268,160
NOKIA CORP SPONSORED ADR 654902204 292 51,100 SH   SOLE   51,100 0 0
NOVOCURE LTD ORD SHS G6674U108 14,701 305,185 SH   SOLE   145,935 0 159,250
NUANCE COMMUNICATIONS INC COM 67020Y100 24,951 1,473,775 SH   SOLE   703,025 0 770,750
OLD DOMINION FREIGHT LINE IN COM 679580100 21,044 145,742 SH   SOLE   112,662 0 33,080
ON SEMICONDUCTOR CORP COM 682189105 38,281 1,860,995 SH   SOLE   1,438,535 0 422,460
ORCHARD THERAPEUTICS PLC ADS 68570P101 9,346 522,690 SH   SOLE   253,310 0 269,380
ORION ENGINEERED CARBONS S A COM L72967109 15,957 840,281 SH   SOLE   649,351 0 190,930
PALO ALTO NETWORKS INC COM 697435105 57,181 235,429 SH   SOLE   181,723 0 53,706
PAYLOCITY HLDG CORP COM 70438V106 13,600 152,484 SH   SOLE   73,055 0 79,429
PAYPAL HLDGS INC COM 70450Y103 106,903 1,029,499 SH   SOLE   752,606 0 276,893
PBF ENERGY INC CL A 69318G106 49,332 1,584,192 SH   SOLE   1,020,132 0 564,060
PERFORMANCE FOOD GROUP CO COM 71377A103 22,413 565,405 SH   SOLE   440,975 0 124,430
PIONEER NAT RES CO COM 723787107 75,660 496,846 SH   SOLE   406,116 0 90,730
PROGRESSIVE CORP OHIO COM 743315103 103,234 1,432,011 SH   SOLE   1,077,410 0 354,601
PROOFPOINT INC COM 743424103 58,864 484,757 SH   SOLE   343,393 0 141,364
PULTE GROUP INC COM 745867101 29,290 1,047,575 SH   SOLE   809,765 0 237,810
PURE STORAGE INC CL A 74624M102 37,727 1,731,396 SH   SOLE   1,433,936 0 297,460
QTS RLTY TR INC COM CL A 74736A103 42,576 946,345 SH   SOLE   731,125 0 215,220
QUEST DIAGNOSTICS INC COM 74834L100 44,929 499,656 SH   SOLE   369,921 0 129,735
QUOTIENT LTD SHS G73268107 217 24,100 SH   SOLE   24,100 0 0
RALPH LAUREN CORP CL A 751212101 18,361 141,588 SH   SOLE   110,388 0 31,200
RAYMOND JAMES FINANCIAL INC COM 754730109 48,195 599,371 SH   SOLE   457,346 0 142,025
REALPAGE INC COM 75606N109 48,465 798,574 SH   SOLE   624,684 0 173,890
RED HAT INC COM 756577102 11,082 60,656 SH   SOLE   46,701 0 13,955
ROCKWELL AUTOMATION INC COM 773903109 34,992 199,428 SH   SOLE   153,928 0 45,500
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,251 63,260 SH   SOLE   35,625 0 27,635
RPM INTL INC COM 749685103 32,292 556,371 SH   SOLE   429,291 0 127,080
RUSH ENTERPRISES INC CL A 781846209 34,956 836,056 SH   SOLE   427,370 0 408,686
RYDER SYS INC COM 783549108 32,978 531,993 SH   SOLE   263,773 0 268,220
S&P GLOBAL INC COM 78409V104 114,710 544,811 SH   SOLE   424,288 0 120,523
SALESFORCE COM INC COM 79466L302 191,774 1,210,925 SH   SOLE   952,188 0 258,737
SAREPTA THERAPEUTICS INC COM 803607100 34,742 291,487 SH   SOLE   225,342 0 66,145
SBA COMMUNICATIONS CORP NEW CL A 78410G104 68,054 340,849 SH   SOLE   263,749 0 77,100
SCHLUMBERGER LTD COM 806857108 210 4,824 SH   SOLE   4,824 0 0
SERVICENOW INC COM 81762P102 216,725 879,244 SH   SOLE   687,403 0 191,841
SIX FLAGS ENTMT CORP NEW COM 83001A102 48,859 990,053 SH   SOLE   764,493 0 225,560
SKYWORKS SOLUTIONS INC COM 83088M102 32,727 396,790 SH   SOLE   305,950 0 90,840
SMARTSHEET INC COM CL A 83200N103 9,382 229,998 SH   SOLE   112,125 0 117,873
SPLUNK INC COM 848637104 72,363 580,762 SH   SOLE   453,535 0 127,227
SQUARE INC CL A 852234103 33,790 451,020 SH   SOLE   348,080 0 102,940
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 49,798 781,881 SH   SOLE   603,401 0 178,480
STAG INDL INC COM 85254J102 18,132 611,551 SH   SOLE   289,901 0 321,650
STARBUCKS CORP COM 855244109 4,622 62,173 SH   SOLE   35,828 0 26,345
STERIS PLC SHS USD G8473T100 118,198 923,205 SH   SOLE   738,247 0 184,958
STRATEGIC ED INC COM 86272C103 24,416 185,939 SH   SOLE   100,769 0 85,170
SUMMIT MATLS INC CL A 86614U100 44,832 2,824,928 SH   SOLE   1,848,713 0 976,215
SUN CMNTYS INC COM 866674104 34,978 295,125 SH   SOLE   227,875 0 67,250
SVB FINL GROUP COM 78486Q101 28,389 127,673 SH   SOLE   98,677 0 28,996
T MOBILE US INC COM 872590104 99,698 1,442,803 SH   SOLE   1,112,619 0 330,184
TABLEAU SOFTWARE INC CL A 87336U105 36,126 283,827 SH   SOLE   146,523 0 137,304
TANDEM DIABETES CARE INC COM NEW 875372203 267 4,200 SH   SOLE   4,200 0 0
TARGET CORP COM 87612E106 5,538 68,995 SH   SOLE   38,850 0 30,145
TELADOC HEALTH INC COM 87918A105 10,930 196,580 SH   SOLE   93,980 0 102,600
TELEDYNE TECHNOLOGIES INC COM 879360105 155,606 656,538 SH   SOLE   469,005 0 187,533
TEXAS INSTRS INC COM 882508104 7,786 73,405 SH   SOLE   41,260 0 32,145
THERMO FISHER SCIENTIFIC INC COM 883556102 124,992 456,640 SH   SOLE   349,637 0 107,003
TIFFANY & CO NEW COM 886547108 35,954 340,638 SH   SOLE   252,163 0 88,475
TOPBUILD CORP COM 89055F103 35,170 542,580 SH   SOLE   261,530 0 281,050
TOTAL SYS SVCS INC COM 891906109 94,830 998,108 SH   SOLE   848,123 0 149,985
TRACTOR SUPPLY CO COM 892356106 50,769 519,319 SH   SOLE   400,849 0 118,470
TRANSDIGM GROUP INC COM 893641100 135,763 299,044 SH   SOLE   233,749 0 65,295
TRANSUNION COM 89400J107 75,658 1,131,930 SH   SOLE   873,666 0 258,264
TREX CO INC COM 89531P105 26,199 425,860 SH   SOLE   212,370 0 213,490
TRIVAGO N V SPON ADS A SHS 89686D105 393 90,900 SH   SOLE   90,900 0 0
TWILIO INC CL A 90138F102 32,939 254,986 SH   SOLE   205,796 0 49,190
ULTA BEAUTY INC COM 90384S303 107,199 307,397 SH   SOLE   252,592 0 54,805
ULTIMATE SOFTWARE GROUP INC COM 90385D107 59,547 180,374 SH   SOLE   126,403 0 53,971
ULTRA CLEAN HLDGS INC COM 90385V107 491 47,450 SH   SOLE   23,018 0 24,432
UNION PACIFIC CORP COM 907818108 118,727 710,087 SH   SOLE   544,349 0 165,738
UNITED CONTL HLDGS INC COM 910047109 295 3,700 SH   SOLE   3,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 196,536 794,857 SH   SOLE   614,967 0 179,890
UNIVAR INC COM 91336L107 613 27,650 SH   SOLE   27,650 0 0
V F CORP COM 918204108 38,833 446,824 SH   SOLE   345,644 0 101,180
VAIL RESORTS INC COM 91879Q109 2,638 12,140 SH   SOLE   12,140 0 0
VALERO ENERGY CORP NEW COM 91913Y100 7,364 86,805 SH   SOLE   48,900 0 37,905
VEEVA SYS INC CL A COM 922475108 368 2,900 SH   SOLE   2,900 0 0
VENTAS INC COM 92276F100 301 4,719 SH   SOLE   4,719 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 8,020 135,635 SH   SOLE   76,410 0 59,225
VERTEX PHARMACEUTICALS INC COM 92532F100 125,495 682,226 SH   SOLE   521,956 0 160,270
VIAVI SOLUTIONS INC COM 925550105 23,540 1,901,469 SH   SOLE   922,264 0 979,205
VISA INC COM CL A 92826C839 232,360 1,487,673 SH   SOLE   1,167,373 0 320,300
VISTRA ENERGY CORP COM 92840M102 357 13,700 SH   SOLE   13,700 0 0
WALMART INC COM 931142103 9,342 95,790 SH   SOLE   53,965 0 41,825
WASTE CONNECTIONS INC COM 94106B101 1,124 12,686 SH   SOLE   12,686 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 408 3,700 SH   SOLE   3,700 0 0
WESTERN ALLIANCE BANCORP COM 957638109 36,624 892,396 SH   SOLE   697,756 0 194,640
WEX INC COM 96208T104 26,528 138,176 SH   SOLE   63,309 0 74,867
WNS HOLDINGS LTD SPON ADR 92932M101 22,665 425,480 SH   SOLE   206,615 0 218,865
WOLVERINE WORLD WIDE INC COM 978097103 29,756 832,800 SH   SOLE   403,770 0 429,030
WORLDPAY INC CL A 981558109 118,570 1,044,667 SH   SOLE   882,797 0 161,870
WPX ENERGY INC COM 98212B103 54,148 4,130,310 SH   SOLE   2,506,630 0 1,623,680
WRIGHT MED GROUP N V ORD SHS N96617118 15,782 501,801 SH   SOLE   233,453 0 268,348
ZENDESK INC COM 98936J101 97,647 1,148,789 SH   SOLE   959,694 0 189,095
ZOGENIX INC COM NEW 98978L204 20,666 375,685 SH   SOLE   182,805 0 192,880