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 25,864 646,442 SH   SOLE   598,532 0 47,910
ABBOTT LABS COM 002824100 13,407 122,451 SH   SOLE   73,388 0 49,063
ABBVIE INC COM 00287Y109 148,791 1,388,619 SH   SOLE   1,130,723 0 257,896
ACCELERON PHARMA INC COM 00434H108 110,733 865,507 SH   SOLE   739,007 0 126,500
ACI WORLDWIDE INC COM 004498101 21,864 568,940 SH   SOLE   526,770 0 42,170
ADTRAN INC COM 00738A106 10,324 698,986 SH   SOLE   646,977 0 52,009
ADVANCED DRAIN SYS INC DEL COM 00790R104 159,210 1,904,882 SH   SOLE   1,638,825 0 266,057
ADVANCED ENERGY INDS COM 007973100 44,051 454,272 SH   SOLE   420,617 0 33,655
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 6,728 37,750 SH   SOLE   24,250 0 13,500
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 441 1,893 SH   SOLE   1,893 0 0
ALPHABET INC CAP STK CL A 02079K305 374,304 213,566 SH   SOLE   181,564 0 32,002
ALPHABET INC CAP STK CL C 02079K107 8,672 4,950 SH   SOLE   3,408 0 1,542
ALTERYX INC COM CL A 02156B103 38,006 312,060 SH   SOLE   242,220 0 69,840
AMAZON COM INC COM 023135106 543,842 166,980 SH   SOLE   143,847 0 23,133
AMEDISYS INC COM 023436108 54,284 185,060 SH   SOLE   170,925 0 14,135
AMERICAN TOWER CORP NEW COM 03027X100 4,291 19,115 SH   SOLE   13,240 0 5,875
AMETEK INC COM 031100100 180,836 1,495,250 SH   SOLE   1,235,084 0 260,166
ANAPLAN INC COM 03272L108 46,914 652,941 SH   SOLE   506,831 0 146,110
APOLLO GLOBAL MGMT INC COM CL A 03768E105 4,864 99,310 SH   SOLE   64,440 0 34,870
APPLE INC COM 037833100 599,746 4,519,907 SH   SOLE   3,835,844 0 684,063
APPLIED MATLS INC COM 038222105 151,353 1,753,803 SH   SOLE   1,447,756 0 306,047
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 288,510 1,729,881 SH   SOLE   1,530,996 0 198,885
ASSURANT INC COM 04621X108 35,879 263,391 SH   SOLE   204,511 0 58,880
ATLASSIAN CORP PLC CL A G06242104 1,116 4,770 SH   SOLE   4,770 0 0
AVALARA INC COM 05338G106 38,033 230,655 SH   SOLE   179,018 0 51,637
AVERY DENNISON CORP COM 053611109 13,561 87,430 SH   SOLE   65,410 0 22,020
AZEK CO INC CL A 05478C105 63,339 1,647,300 SH   SOLE   1,313,812 0 333,488
BERRY GLOBAL GROUP INC COM 08579W103 42,533 756,948 SH   SOLE   704,278 0 52,670
BEST BUY INC COM 086516101 4,004 40,125 SH   SOLE   26,030 0 14,095
BIO RAD LABS INC CL A 090572207 240,207 412,062 SH   SOLE   351,212 0 60,850
BIOGEN INC COM 09062X103 444 1,813 SH   SOLE   226 0 1,587
BIOMARIN PHARMACEUTICAL INC COM 09061G101 74,701 851,872 SH   SOLE   699,552 0 152,320
BLACK DIAMOND THERAPEUTICS I COM 09203E105 10,525 328,405 SH   SOLE   303,845 0 24,560
BLACK KNIGHT INC COM 09215C105 57,701 653,093 SH   SOLE   509,563 0 143,530
BLACKLINE INC COM 09239B109 29,475 220,983 SH   SOLE   204,383 0 16,600
BLACKROCK INC COM 09247X101 5,581 7,735 SH   SOLE   4,930 0 2,805
BLUEPRINT MEDICINES CORP COM 09627Y109 97,354 868,067 SH   SOLE   748,877 0 119,190
BOSTON SCIENTIFIC CORP COM 101137107 124,557 3,464,728 SH   SOLE   2,951,542 0 513,186
BOTTOMLINE TECH DEL INC COM 101388106 48,992 928,927 SH   SOLE   859,915 0 69,012
BRIDGEBIO PHARMA INC COM 10806X102 24,667 346,880 SH   SOLE   320,830 0 26,050
BRIGHT HORIZONS FAM SOL IN D COM 109194100 6,478 37,450 SH   SOLE   37,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 114,457 1,845,192 SH   SOLE   1,566,722 0 278,470
BROADCOM INC COM 11135F101 151,975 347,094 SH   SOLE   285,980 0 61,114
BRP GROUP INC COM CL A 05589G102 20,592 687,093 SH   SOLE   635,749 0 51,344
BRP INC COM SUN VTG 05577W200 80,422 1,218,882 SH   SOLE   1,057,152 0 161,730
BURLINGTON STORES INC COM 122017106 36,889 141,039 SH   SOLE   109,389 0 31,650
CASEYS GEN STORES INC COM 147528103 488 2,730 SH   SOLE   2,730 0 0
CATALENT INC COM 148806102 61,850 594,314 SH   SOLE   458,074 0 136,240
CATERPILLAR INC COM 149123101 68,404 375,807 SH   SOLE   294,817 0 80,990
CELANESE CORP DEL COM 150870103 53,881 414,661 SH   SOLE   333,936 0 80,725
CERIDIAN HCM HLDG INC COM 15677J108 39,396 369,710 SH   SOLE   287,158 0 82,552
CHANGE HEALTHCARE INC COM 15912K100 19,170 1,027,856 SH   SOLE   951,036 0 76,820
CHARLES RIV LABS INTL INC COM 159864107 73,365 293,626 SH   SOLE   228,016 0 65,610
CHEESECAKE FACTORY INC COM 163072101 28,667 773,533 SH   SOLE   715,355 0 58,178
CHEGG INC COM 163092109 19,053 210,923 SH   SOLE   163,903 0 47,020
CHIPOTLE MEXICAN GRILL INC COM 169656105 93,351 67,318 SH   SOLE   55,365 0 11,953
CHURCHILL DOWNS INC COM 171484108 45,018 231,108 SH   SOLE   213,528 0 17,580
CIRRUS LOGIC INC COM 172755100 29,783 362,321 SH   SOLE   282,411 0 79,910
CITIGROUP INC COM NEW 172967424 6,010 97,465 SH   SOLE   64,470 0 32,995
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 62,265 759,790 SH   SOLE   608,500 0 151,290
COMCAST CORP NEW CL A 20030N101 7,913 151,018 SH   SOLE   87,714 0 63,304
CONSTELLATION BRANDS INC CL A 21036P108 2,939 13,418 SH   SOLE   12,184 0 1,234
COOPER COS INC COM NEW 216648402 95,927 264,028 SH   SOLE   224,434 0 39,594
COSTAR GROUP INC COM 22160N109 71,956 77,851 SH   SOLE   65,254 0 12,597
COSTCO WHSL CORP NEW COM 22160K105 1,325 3,517 SH   SOLE   435 0 3,082
CSX CORP COM 126408103 865 9,530 SH   SOLE   9,530 0 0
CUMMINS INC COM 231021106 486 2,140 SH   SOLE   2,140 0 0
CUTERA INC COM 232109108 1,029 42,680 SH   SOLE   42,680 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 27,469 169,994 SH   SOLE   156,874 0 13,120
D R HORTON INC COM 23331A109 39,170 568,338 SH   SOLE   455,178 0 113,160
DANAHER CORPORATION COM 235851102 7,167 32,263 SH   SOLE   29,663 0 2,600
DARDEN RESTAURANTS INC COM 237194105 166,736 1,399,729 SH   SOLE   1,199,679 0 200,050
DEXCOM INC COM 252131107 61,375 166,004 SH   SOLE   136,324 0 29,680
DISNEY WALT CO COM 254687106 1,619 8,936 SH   SOLE   1,109 0 7,827
EIDOS THERAPEUTICS INC COM 28249H104 12,292 93,422 SH   SOLE   86,472 0 6,950
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 49,618 2,340,469 SH   SOLE   1,822,048 0 518,421
ESSEX PPTY TR INC COM 297178105 111,922 471,409 SH   SOLE   380,863 0 90,546
ETSY INC COM 29786A106 107,004 601,451 SH   SOLE   475,801 0 125,650
EXPEDIA GROUP INC COM NEW 30212P303 44,503 336,126 SH   SOLE   276,306 0 59,820
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 35,632 2,405,919 SH   SOLE   1,868,189 0 537,730
F5 NETWORKS INC COM 315616102 80,564 457,907 SH   SOLE   384,617 0 73,290
FACEBOOK INC CL A 30303M102 299,948 1,098,068 SH   SOLE   942,471 0 155,597
FAIR ISAAC CORP COM 303250104 7,508 14,691 SH   SOLE   13,451 0 1,240
FATE THERAPEUTICS INC COM 31189P102 14,516 159,639 SH   SOLE   148,009 0 11,630
FIBROGEN INC COM 31572Q808 21,937 591,464 SH   SOLE   547,264 0 44,200
FIDELITY NATL INFORMATION SV COM 31620M106 144,566 1,021,956 SH   SOLE   861,394 0 160,562
FIRST REP BK SAN FRANCISCO C COM 33616C100 36,201 246,383 SH   SOLE   191,333 0 55,050
FIVE BELOW INC COM 33829M101 96,420 551,036 SH   SOLE   462,506 0 88,530
FLEETCOR TECHNOLOGIES INC COM 339041105 84,973 311,451 SH   SOLE   255,722 0 55,729
FMC CORP COM NEW 302491303 46,430 403,984 SH   SOLE   307,083 0 96,901
FORTINET INC COM 34959E109 157,962 1,063,502 SH   SOLE   860,292 0 203,210
GALLAGHER ARTHUR J & CO COM 363576109 102,815 831,100 SH   SOLE   660,925 0 170,175
GARTNER INC COM 366651107 2,302 14,370 SH   SOLE   14,370 0 0
GLOBAL PMTS INC COM 37940X102 192,864 895,295 SH   SOLE   786,887 0 108,408
HAEMONETICS CORP COM 405024100 63,251 532,642 SH   SOLE   492,707 0 39,935
HAMILTON LANE INC CL A 407497106 20,587 263,771 SH   SOLE   244,311 0 19,460
HEICO CORP NEW CL A 422806208 38,333 327,464 SH   SOLE   258,804 0 68,660
HENRY JACK & ASSOC INC COM 426281101 6,630 40,929 SH   SOLE   26,332 0 14,597
HEXCEL CORP NEW COM 428291108 33,817 697,395 SH   SOLE   645,797 0 51,598
HOME DEPOT INC COM 437076102 177,844 669,542 SH   SOLE   567,144 0 102,398
HORIZON THERAPEUTICS PUB L SHS G46188101 58,973 806,188 SH   SOLE   627,991 0 178,197
HOWARD HUGHES CORP COM 44267D107 28,797 364,842 SH   SOLE   338,392 0 26,450
HUBSPOT INC COM 443573100 137,020 345,625 SH   SOLE   274,605 0 71,020
HUMANA INC COM 444859102 134,411 327,615 SH   SOLE   266,310 0 61,305
ICON PLC SHS G4705A100 161,240 826,956 SH   SOLE   718,287 0 108,669
IDEX CORP COM 45167R104 97,298 488,445 SH   SOLE   386,672 0 101,773
IDEXX LABS INC COM 45168D104 119,691 239,444 SH   SOLE   197,609 0 41,835
ILLINOIS TOOL WKS INC COM 452308109 33,082 162,263 SH   SOLE   146,813 0 15,450
INNOVIVA INC COM 45781M101 10,383 838,051 SH   SOLE   780,841 0 57,210
INSMED INC COM PAR $.01 457669307 42,567 1,278,676 SH   SOLE   1,183,756 0 94,920
INSULET CORP COM 45784P101 108,871 425,894 SH   SOLE   337,462 0 88,432
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,492 22,980 SH   SOLE   22,980 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 96,679 8,488,042 SH   SOLE   7,660,852 0 827,190
ISHARES SILVER TR ISHARES 46428Q109 540 21,990 SH   SOLE   21,990 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 30,539 106,520 SH   SOLE   106,520 0 0
ITT INC COM 45073V108 54,284 704,805 SH   SOLE   670,987 0 33,818
JOHNSON & JOHNSON COM 478160104 1,078 6,850 SH   SOLE   6,850 0 0
JPMORGAN CHASE & CO COM 46625H100 801 6,300 SH   SOLE   6,300 0 0
KADANT INC COM 48282T104 527 3,740 SH   SOLE   3,740 0 0
KINSALE CAP GROUP INC COM 49714P108 23,202 115,936 SH   SOLE   90,429 0 25,507
KULICKE & SOFFA INDS INC COM 501242101 28,553 897,618 SH   SOLE   830,610 0 67,008
LAM RESEARCH CORP COM 512807108 6,026 12,760 SH   SOLE   8,270 0 4,490
LAMAR ADVERTISING CO NEW CL A 512816109 43,466 522,300 SH   SOLE   404,950 0 117,350
LIGHTSPEED POS INC SUB VTG SHS 53227R106 48,363 687,066 SH   SOLE   591,377 0 95,689
LINCOLN ELEC HLDGS INC COM 533900106 79,200 681,293 SH   SOLE   578,383 0 102,910
LPL FINL HLDGS INC COM 50212V100 121,204 1,162,967 SH   SOLE   1,051,678 0 111,289
LULULEMON ATHLETICA INC COM 550021109 4,326 12,431 SH   SOLE   10,641 0 1,790
LUMENTUM HLDGS INC COM 55024U109 62,367 657,883 SH   SOLE   555,383 0 102,500
MADISON SQUARE GRDN SPRT COR CL A 55825T103 16,655 90,469 SH   SOLE   83,756 0 6,713
MARTEN TRANS LTD COM 573075108 2,537 147,249 SH   SOLE   147,249 0 0
MASIMO CORP COM 574795100 63,725 237,443 SH   SOLE   195,003 0 42,440
MAXLINEAR INC COM 57776J100 38,329 1,003,631 SH   SOLE   782,164 0 221,467
MERCK & CO. INC COM 58933Y105 856 10,469 SH   SOLE   10,468 0 1
MERITOR INC COM 59001K100 31,806 1,139,580 SH   SOLE   885,070 0 254,510
MERSANA THERAPEUTICS INC COM 59045L106 12,304 462,378 SH   SOLE   426,700 0 35,678
METROPOLITAN BK HLDG CORP COM 591774104 461 12,700 SH   SOLE   12,700 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 120,974 106,147 SH   SOLE   91,148 0 14,999
MICROCHIP TECHNOLOGY INC. COM 595017104 78,982 571,880 SH   SOLE   469,570 0 102,310
MICRON TECHNOLOGY INC COM 595112103 53,973 717,918 SH   SOLE   571,728 0 146,190
MICROSOFT CORP COM 594918104 434,884 1,955,237 SH   SOLE   1,656,152 0 299,085
MIMECAST LTD ORD SHS G14838109 38,802 682,658 SH   SOLE   635,838 0 46,820
MKS INSTRS INC COM 55306N104 49,457 328,725 SH   SOLE   255,275 0 73,450
MONGODB INC CL A 60937P106 68,219 190,005 SH   SOLE   155,975 0 34,030
MORGAN STANLEY COM NEW 617446448 105,913 1,545,505 SH   SOLE   1,353,210 0 192,295
MSA SAFETY INC COM 553498106 23,055 154,326 SH   SOLE   142,786 0 11,540
MSCI INC COM 55354G100 77,615 173,817 SH   SOLE   146,047 0 27,770
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 594 16,500 SH   SOLE   16,500 0 0
NATIONAL VISION HLDGS INC COM 63845R107 115,880 2,558,631 SH   SOLE   2,232,438 0 326,193
NCR CORP NEW COM 62886E108 99,492 2,648,189 SH   SOLE   2,297,839 0 350,350
NETFLIX INC COM 64110L106 85,377 157,892 SH   SOLE   125,680 0 32,212
NEUROCRINE BIOSCIENCES INC COM 64125C109 44,483 464,086 SH   SOLE   360,526 0 103,560
NEXSTAR MEDIA GROUP INC CL A 65336K103 2,791 25,560 SH   SOLE   25,560 0 0
NICE LTD SPONSORED ADR 653656108 123,302 434,868 SH   SOLE   380,558 0 54,310
NIKE INC CL B 654106103 174,508 1,233,534 SH   SOLE   1,062,503 0 171,031
NUANCE COMMUNICATIONS INC COM 67020Y100 57,927 1,313,826 SH   SOLE   1,215,366 0 98,460
NUTANIX INC CL A 67059N108 52,143 1,636,106 SH   SOLE   1,339,849 0 296,257
NVIDIA CORPORATION COM 67066G104 92,700 177,519 SH   SOLE   155,444 0 22,075
NXP SEMICONDUCTORS N V COM N6596X109 59,073 371,504 SH   SOLE   321,079 0 50,425
OLD DOMINION FREIGHT LINE IN COM 679580100 51,894 265,879 SH   SOLE   233,029 0 32,850
ON SEMICONDUCTOR CORP COM 682189105 49,521 1,513,001 SH   SOLE   1,179,231 0 333,770
OPEN LENDING CORP COM CL A 68373J104 30,360 868,409 SH   SOLE   673,523 0 194,886
ORBCOMM INC COM 68555P100 11,194 1,508,604 SH   SOLE   1,396,987 0 111,617
OREILLY AUTOMOTIVE INC COM 67103H107 90,367 199,675 SH   SOLE   163,965 0 35,710
PACIRA BIOSCIENCES INC COM 695127100 55,471 926,988 SH   SOLE   860,308 0 66,680
PAGSEGURO DIGITAL LTD COM CL A G68707101 512 9,010 SH   SOLE   9,010 0 0
PALO ALTO NETWORKS INC COM 697435105 40,572 114,162 SH   SOLE   94,312 0 19,850
PALOMAR HLDGS INC COM 69753M105 36,842 414,702 SH   SOLE   384,667 0 30,035
PAYA HOLDINGS INC COM CL A 70434P103 11,065 814,803 SH   SOLE   650,603 0 164,200
PAYLOCITY HLDG CORP COM 70438V106 3,879 18,840 SH   SOLE   18,840 0 0
PAYPAL HLDGS INC COM 70450Y103 188,905 806,596 SH   SOLE   670,678 0 135,918
PEPSICO INC COM 713448108 6,065 40,900 SH   SOLE   26,520 0 14,380
PG&E CORP COM 69331C108 326 26,200 SH   SOLE   26,200 0 0
PRICE T ROWE GROUP INC COM 74144T108 5,569 36,785 SH   SOLE   23,440 0 13,345
PRIMERICA INC COM 74164M108 35,306 263,612 SH   SOLE   243,781 0 19,831
PROOFPOINT INC COM 743424103 2,499 18,320 SH   SOLE   18,320 0 0
PS BUSINESS PKS INC CALIF COM 69360J107 26,939 202,745 SH   SOLE   187,305 0 15,440
QUALCOMM INC COM 747525103 136,429 895,559 SH   SOLE   774,379 0 121,180
QUEST DIAGNOSTICS INC COM 74834L100 122,303 1,026,288 SH   SOLE   803,498 0 222,790
RAYMOND JAMES FINL INC COM 754730109 2,557 26,730 SH   SOLE   26,730 0 0
REALPAGE INC COM 75606N109 62,425 715,553 SH   SOLE   562,993 0 152,560
REPAY HLDGS CORP COM CL A 76029L100 28,609 1,049,859 SH   SOLE   971,949 0 77,910
REPLIGEN CORP COM 759916109 15,836 82,638 SH   SOLE   76,368 0 6,270
REVOLVE GROUP INC CL A 76156B107 33,237 1,066,316 SH   SOLE   831,650 0 234,666
RINGCENTRAL INC CL A 76680R206 78,883 208,152 SH   SOLE   178,137 0 30,015
ROCKET PHARMACEUTICALS INC COM 77313F106 87,469 1,594,981 SH   SOLE   1,348,027 0 246,954
ROCKWELL AUTOMATION INC COM 773903109 120,516 480,509 SH   SOLE   425,084 0 55,425
ROKU INC COM CL A 77543R102 61,598 185,524 SH   SOLE   152,084 0 33,440
ROSS STORES INC COM 778296103 78,511 639,285 SH   SOLE   524,915 0 114,370
RPM INTL INC COM 749685103 60,838 670,173 SH   SOLE   550,273 0 119,900
RUSH ENTERPRISES INC CL A 781846209 3,229 77,950 SH   SOLE   77,950 0 0
S&P GLOBAL INC COM 78409V104 61,980 188,543 SH   SOLE   148,051 0 40,492
SAGE THERAPEUTICS INC COM 78667J108 30,590 353,603 SH   SOLE   273,913 0 79,690
SAIA INC COM 78709Y105 43,508 240,639 SH   SOLE   222,969 0 17,670
SALESFORCE COM INC COM 79466L302 217,260 976,318 SH   SOLE   830,111 0 146,207
SAREPTA THERAPEUTICS INC COM 803607100 47,623 279,328 SH   SOLE   215,071 0 64,257
SBA COMMUNICATIONS CORP NEW CL A 78410G104 3,829 13,570 SH   SOLE   11,898 0 1,672
SCIENCE APPLICATIONS INTL CO COM 808625107 86,932 918,554 SH   SOLE   767,727 0 150,827
SEAGEN INC COM 81181C104 94,552 539,865 SH   SOLE   443,985 0 95,880
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 61,875 1,173,214 SH   SOLE   998,944 0 174,270
SERVICENOW INC COM 81762P102 246,209 447,303 SH   SOLE   382,857 0 64,446
SHIFT4 PMTS INC CL A 82452J109 36,253 480,809 SH   SOLE   444,709 0 36,100
SIGNATURE BK NEW YORK N Y COM 82669G104 804 5,940 SH   SOLE   5,940 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 45,604 947,119 SH   SOLE   876,574 0 70,545
SITIME CORP COM 82982T106 12,762 114,014 SH   SOLE   105,554 0 8,460
SMARTSHEET INC COM CL A 83200N103 31,995 461,760 SH   SOLE   358,020 0 103,740
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 53,485 1,331,461 SH   SOLE   1,253,201 0 78,260
SPLUNK INC COM 848637104 142,328 837,767 SH   SOLE   698,390 0 139,377
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 53,926 741,244 SH   SOLE   608,729 0 132,515
STARBUCKS CORP COM 855244109 6,005 56,133 SH   SOLE   30,258 0 25,875
STERIS PLC SHS USD G8473T100 117,054 617,569 SH   SOLE   506,546 0 111,023
SUN CMNTYS INC COM 866674104 72,520 477,264 SH   SOLE   385,727 0 91,537
SYNCHRONY FINANCIAL COM 87165B103 56,438 1,625,976 SH   SOLE   1,335,036 0 290,940
TANDEM DIABETES CARE INC COM NEW 875372203 36,400 380,432 SH   SOLE   352,762 0 27,670
TARGET CORP COM 87612E106 60,605 343,314 SH   SOLE   264,024 0 79,290
TELADOC HEALTH INC COM 87918A105 3,559 17,800 SH   SOLE   17,800 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 100,010 255,140 SH   SOLE   204,140 0 51,000
TERRENO RLTY CORP COM 88146M101 517 8,840 SH   SOLE   8,840 0 0
TEXAS ROADHOUSE INC COM 882681109 25,044 320,421 SH   SOLE   296,441 0 23,980
THERMO FISHER SCIENTIFIC INC COM 883556102 166,376 357,198 SH   SOLE   304,427 0 52,771
TIMKEN CO COM 887389104 76,731 991,872 SH   SOLE   892,762 0 99,110
T-MOBILE US INC COM 872590104 1,081 8,019 SH   SOLE   8,019 0 0
TOPBUILD CORP COM 89055F103 134,962 733,168 SH   SOLE   628,368 0 104,800
TRADEWEB MKTS INC CL A 892672106 62,204 996,056 SH   SOLE   817,846 0 178,210
TRANE TECHNOLOGIES PLC SHS G8994E103 176,454 1,215,586 SH   SOLE   985,408 0 230,178
TRANSDIGM GROUP INC COM 893641100 241,415 390,103 SH   SOLE   329,936 0 60,167
TRANSUNION COM 89400J107 104,254 1,050,731 SH   SOLE   840,687 0 210,044
TREX CO INC COM 89531P105 147,823 1,765,684 SH   SOLE   1,519,924 0 245,760
TRINSEO S A SHS L9340P101 4,441 86,720 SH   SOLE   56,270 0 30,450
TURNING POINT THERAPEUTICS I COM 90041T108 47,639 390,967 SH   SOLE   361,907 0 29,060
TWILIO INC CL A 90138F102 110,063 325,148 SH   SOLE   275,863 0 49,285
ULTA BEAUTY INC COM 90384S303 68,749 239,410 SH   SOLE   196,587 0 42,823
UNION PAC CORP COM 907818108 123,128 591,337 SH   SOLE   491,312 0 100,025
VAIL RESORTS INC COM 91879Q109 3,387 12,140 SH   SOLE   12,140 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 869 24,130 SH   SOLE   24,130 0 0
VENTAS INC COM 92276F100 218 4,442 SH   SOLE   4,442 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 154,309 652,910 SH   SOLE   558,296 0 94,614
VIAVI SOLUTIONS INC COM 925550105 24,716 1,650,457 SH   SOLE   1,528,167 0 122,290
VISA INC COM CL A 92826C839 189,146 864,745 SH   SOLE   717,473 0 147,272
WALMART INC COM 931142103 8,865 61,500 SH   SOLE   39,550 0 21,950
WASTE CONNECTIONS INC COM 94106B101 25,856 252,080 SH   SOLE   214,580 0 37,500
WEX INC COM 96208T104 86,467 424,838 SH   SOLE   353,915 0 70,923
WILLIAMS SONOMA INC COM 969904101 48,687 478,076 SH   SOLE   392,536 0 85,540
WNS HLDGS LTD SPON ADR 92932M101 24,756 343,593 SH   SOLE   318,202 0 25,391
WORKDAY INC CL A 98138H101 137,980 575,851 SH   SOLE   500,498 0 75,353
XILINX INC COM 983919101 77,353 545,622 SH   SOLE   447,992 0 97,630
ZENDESK INC COM 98936J101 324,025 2,264,009 SH   SOLE   1,938,021 0 325,988
ZYNGA INC CL A 98986T108 91,551 9,275,709 SH   SOLE   7,875,079 0 1,400,630