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
3M CO COM 88579Y101 6,803 38,098 SH   SOLE   19,049 0 19,049
A.O.SMITH CORP COM 831865209 1,907 40,282 SH   SOLE   40,282 0 0
ABBOTT LABORATORIES COM 002824100 2,675 69,660 SH   SOLE   34,830 0 34,830
ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 4,631 39,538 SH   SOLE   19,769 0 19,769
ACTIVISION BLIZZARD INC COM 00507V109 4,954 137,209 SH   SOLE   127,754 0 9,455
ACUITY BRANDS INC COM COM 00508Y102 2,894 12,538 SH   SOLE   11,683 0 855
ADOBE SYSTEMS INC COM 00724F101 5,341 51,882 SH   SOLE   48,053 0 3,829
AFLAC INC COM 001055102 698 10,039 SH   SOLE   9,305 0 734
AK STEEL HOLDING CORP COM 001547108 8,866 868,403 SH   SOLE   342,174 0 526,229
ALBEMARLE CORP COM COM 012653101 827 9,615 SH   SOLE   9,615 0 0
ALIBABA GROUP HOLDING LTD COM 01609W102 3,114 35,467 SH   SOLE   33,050 0 2,417
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,354 27,811 SH   SOLE   27,811 0 0
ALPHABET INC - CL A COM 02079K305 13,667 17,247 SH   SOLE   11,690 0 5,557
ALPHABET INC - CL C COM 02079K107 26,097 33,813 SH   SOLE   29,649 0 4,164
AMAZON.COM INC COM 023135106 18,317 24,427 SH   SOLE   23,148 0 1,279
AMBARELLA INC COM G037AX101 6,013 111,102 SH   SOLE   71,304 0 39,798
AMERICAN AIRLINES GROUP INC COM 02376R102 955 20,465 SH   SOLE   19,029 0 1,436
AMERICAN AXLE & MFG HOLDINGS COM 024061103 4,263 220,904 SH   SOLE   100,047 0 120,857
AMERICAN EXPRESS COM 025816109 8,033 108,442 SH   SOLE   54,221 0 54,221
AMERICAN TOWER REIT INC COM 03027X100 5,482 51,874 SH   SOLE   51,169 0 705
AMN HEALTHCARE SERVICES INC COM 001744101 9,889 257,197 SH   SOLE   155,682 0 101,515
AMPHENOL CORP-CL A COM 032095101 852 12,680 SH   SOLE   6,340 0 6,340
ANALOG DEVICES COM 032654105 1,348 18,572 SH   SOLE   9,286 0 9,286
ANTHEM INC COM 036752103 1,459 10,152 SH   SOLE   6,950 0 3,202
APPLE INC COM 037833100 18,467 159,454 SH   SOLE   116,075 0 43,379
APPLIED MATLS INC COM 038222105 977 30,294 SH   SOLE   28,168 0 2,126
ARCHER-DANIELS-MIDLAND CO COM 039483102 928 20,346 SH   SOLE   20,346 0 0
ARES CAPITAL CORP COM 04010L103 504 30,604 SH   SOLE   30,604 0 0
ARISTA NETWORKS INC COM 040413106 6,925 71,565 SH   SOLE   42,599 0 28,966
ATLASSIAN CORP PLC-CL A COM G06242104 2,998 124,511 SH   SOLE   53,951 0 70,560
AUTOBYTEL INC COM 05275N205 2,782 206,886 SH   SOLE   114,099 0 92,787
AXOGEN INC COM 05463X106 3,248 360,924 SH   SOLE   360,924 0 0
BAKER HUGHES INC COM 057224107 584 9,000 SH   SOLE   8,371 0 629
BANK OF THE OZARKS COM COM 063904106 15,933 302,968 SH   SOLE   179,375 0 123,593
BANKAMERICA CORP COM 060505104 1,353 61,261 SH   SOLE   56,960 0 4,301
BANKRATE INC DEL COM 06647F102 3,660 331,301 SH   SOLE   109,870 0 221,431
BARNES & NOBLE INC COM 067774109 1,217 109,161 SH   SOLE   49,819 0 59,342
BECTON DICKINSON & CO COM 075887109 2,046 12,362 SH   SOLE   6,181 0 6,181
BERKSHIRE HATHAWAY INC-CL B COM 084670702 1,264 7,757 SH   SOLE   7,757 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 2,450 66,494 SH   SOLE   5,510 0 60,984
BIOGEN INC COM 09062X103 5,987 21,114 SH   SOLE   19,715 0 1,399
BOSTON BEER INC CL A COM 100557107 1,815 10,688 SH   SOLE   9,786 0 902
BOSTON SCIENTIFIC CORP COM 101137107 3,713 171,686 SH   SOLE   160,006 0 11,680
BRISTOL MYERS SQUIBB COM 110122108 4,084 69,898 SH   SOLE   64,705 0 5,193
BRITISH AMERICAN TOB-SP ADR COM 110448107 5,315 47,174 SH   SOLE   23,587 0 23,587
BROADCOM LTD COM Y09827109 680 3,849 SH   SOLE   3,568 0 281
BROWN FORMAN CORP CL B COM 115637209 3,588 79,879 SH   SOLE   74,436 0 5,443
CABOT OIL & GAS CORP COM 127097103 6,612 283,054 SH   SOLE   170,992 0 112,062
CARDTRONICS PLC COM G1991C105 7,337 134,466 SH   SOLE   107,561 0 26,905
CARE CAPITAL PROPERTIES INC COM 141624106 2,265 90,612 SH   SOLE   54,374 0 36,238
CARMAX INC COM 143130102 1,826 28,371 SH   SOLE   26,435 0 1,936
CELANESE CORP-SERIES A COM 150870103 705 8,960 SH   SOLE   8,304 0 656
CELGENE CORP COM 151020104 5,459 47,169 SH   SOLE   43,955 0 3,214
CENTERSTATE BANKS INC COM 15201P109 2,859 113,607 SH   SOLE   9,414 0 104,193
CERNER CORP COM 156782104 4,149 87,590 SH   SOLE   72,888 0 14,702
CHEMBIO DIAGNOSTICS INC COM 163572209 665 97,823 SH   SOLE   97,823 0 0
CHESAPEAKE ENERGY CORP COM 165167107 6,961 991,708 SH   SOLE   570,229 0 421,479
CHEVRONTEXACO CORP COM 166764100 721 6,129 SH   SOLE   5,694 0 435
CHICAGO MERCANTILE EXCHANGE COM 12572Q105 1,022 8,867 SH   SOLE   8,218 0 649
CHIPOTLE MEXICAN GRILL-CL A COM 169656105 2,657 7,042 SH   SOLE   6,246 0 796
CHUBB LTD COM H1467J104 788 5,966 SH   SOLE   5,547 0 419
CINEMARK HOLDINGS INC COM 17243V102 5,322 138,740 SH   SOLE   85,921 0 52,819
CIRRUS LOGIC INC COM 172755100 10,587 187,256 SH   SOLE   118,912 0 68,344
CISCO SYSTEMS INC COM 17275R102 12,556 415,499 SH   SOLE   238,018 0 177,481
CITIGROUP INC COM 172967424 2,471 41,581 SH   SOLE   41,581 0 0
COCA-COLA CO COM 191216100 7,238 174,596 SH   SOLE   87,298 0 87,298
COGNIZANT TECH SOLUTIONS CRP COM 192446102 2,969 52,994 SH   SOLE   26,497 0 26,497
COHEN & STEERS COM 19247A100 1,337 39,793 SH   SOLE   3,304 0 36,489
COLGATE-PALMOLIVE CO COM 194162103 2,614 39,950 SH   SOLE   19,975 0 19,975
COMCAST CORP CL A COM 20030N101 5,930 85,883 SH   SOLE   80,037 0 5,846
COMMUNICATIONS SALES & LE COM 20341J104 4,810 189,299 SH   SOLE   60,076 0 129,223
CONSTELLATION BRANDS INC-A COM 21036P108 4,530 29,550 SH   SOLE   27,348 0 2,202
COOPER-STANDARD HOLDING COM 21676P103 2,005 19,395 SH   SOLE   1,607 0 17,788
CORE LABORATORIES N V COM COM N22717107 8,144 67,847 SH   SOLE   67,847 0 0
COSTCO WHOLESALE CORP COM 22160K105 8,526 53,251 SH   SOLE   43,036 0 10,215
CROWN CASTLE INTL CORP COM 22822V101 10,208 117,647 SH   SOLE   117,647 0 0
CTRIP.COM INTERNATIONAL - ADR COM 22943F100 2,275 56,894 SH   SOLE   53,021 0 3,873
CUSTOMERS BANCORP INC COM 23204G100 2,197 61,362 SH   SOLE   22,039 0 39,323
CVS HEALTH CORP COM 126650100 1,461 18,519 SH   SOLE   9,284 0 9,235
CYPRESS SEMICONDUCTOR CORP COM 232806109 2,709 236,849 SH   SOLE   107,913 0 128,936
DANAHER CORP COM 235851102 2,163 27,793 SH   SOLE   27,793 0 0
DELL TECHNOLOGIES INC COM 24703L103 4,256 77,431 SH   SOLE   38,727 0 38,704
DEVRY INC COM 251893103 2,591 83,049 SH   SOLE   77,368 0 5,681
DEXCOM INC COM 252131107 704 11,795 SH   SOLE   10,233 0 1,562
DIAGEO PLC - SPONSORED ADR COM 25243Q205 813 7,823 SH   SOLE   7,253 0 570
DIAMONDBACK ENERGY INC COM 25278X109 3,755 37,164 SH   SOLE   24,013 0 13,151
DREW INDS INC COM NEW COM 26168L205 4,544 42,178 SH   SOLE   24,625 0 17,553
DTE ENERGY CO COM 233331107 648 6,580 SH   SOLE   6,120 0 460
DU PONT (E I) DE NEMOURS COM 263534109 1,260 17,169 SH   SOLE   17,169 0 0
EASTERLY GOVERNMENT PROPERTIES COM 27616P103 6,586 328,993 SH   SOLE   123,847 0 205,146
ELI LILLY & CO COM 532457108 1,252 17,024 SH   SOLE   8,512 0 8,512
ELLIE MAE INC COM COM 28849P100 4,516 53,971 SH   SOLE   33,092 0 20,879
EMCORE CORP COM 290846203 513 58,972 SH   SOLE   58,972 0 0
EMERSON ELECTRIC CO COM 291011104 2,402 43,100 SH   SOLE   21,550 0 21,550
ENERGY RECOVERY INC COM 29270J100 431 41,705 SH   SOLE   19,573 0 22,132
ENTERCOM COMMUNICATIONS CORP COM 293639100 2,917 190,710 SH   SOLE   85,694 0 105,016
ENTERPRISE PRODS PARTN COM COM 293792107 2,334 86,350 SH   SOLE   86,350 0 0
ENTRAVISION COMMUNCTNS CL A COM 29382R107 6,037 862,559 SH   SOLE   554,304 0 308,255
ENVISION HEALTHCARE CORP COM 29414D100 7,240 114,402 SH   SOLE   62,131 0 52,271
EPAM SYSTEMS INC COM 29414B104 2,060 32,040 SH   SOLE   21,309 0 10,731
EPR PROPERTIES COM 26884U109 25,264 352,016 SH   SOLE   202,875 0 149,141
EURONAV NV COM B38564108 432 54,462 SH   SOLE   54,462 0 0
EURONET WORLDWIDE INC COM 298736109 7,955 109,831 SH   SOLE   70,349 0 39,482
EXACT SCIENCES CORP COM COM 30063P105 5,307 397,250 SH   SOLE   239,692 0 157,558
EXELON CORP COM 30161N101 837 23,602 SH   SOLE   21,857 0 1,745
EXPRESS SCRIPTS HOLDING CO COM 30219G108 774 11,264 SH   SOLE   5,632 0 5,632
F M C CORP NEW COM 302491303 802 14,181 SH   SOLE   14,181 0 0
FACEBOOK INC-A COM 30303M102 14,066 122,268 SH   SOLE   114,551 0 7,717
FERRO CORP COM 315405100 3,261 227,589 SH   SOLE   207,975 0 19,614
FIRST DATA CORP-CLASS A COM 32008D106 1,033 72,807 SH   SOLE   72,807 0 0
FLAGSTAR BANCORP INC COM 337930705 2,042 75,835 SH   SOLE   6,283 0 69,552
FORTERRA INC COM 34960W106 2,408 111,201 SH   SOLE   78,549 0 32,652
FORTIVE CORP COM 34959J108 938 17,496 SH   SOLE   17,496 0 0
FRESH DEL MONTE PROD ORD COM G36738105 1,973 32,558 SH   SOLE   2,699 0 29,859
FRONTIER COMMUNICATIONS CORP COM 35906A108 962 284,617 SH   SOLE   276,162 0 8,455
GENERAL ELECTRIC CO COM 369604103 8,076 255,586 SH   SOLE   238,009 0 17,577
GENUINE PARTS CO COM 372460105 659 6,900 SH   SOLE   3,450 0 3,450
GIGPEAK INC COM 37518Q109 2,544 1,009,805 SH   SOLE   434,271 0 575,534
GLOBAL BRASS & COPPER HOLDING COM 37953G103 2,069 60,326 SH   SOLE   5,000 0 55,326
GOLDMAN, SACHS & COMPANY COM 38141g104 4,671 19,510 SH   SOLE   18,161 0 1,349
HAIN CELESTIAL GROUP INC COM 405217100 1,474 37,773 SH   SOLE   23,889 0 13,884
HARSCO CORP COM 415864107 207 15,232 SH   SOLE   0 0 15,232
HD SUPPLY HOLDINGS INC COM 40416M105 2,010 47,289 SH   SOLE   46,502 0 787
HEALTH INSURANCE INNOVATIONS I COM 42225K106 3,251 182,152 SH   SOLE   108,103 0 74,049
HEICO CORP NEW COM COM 422806109 4,436 57,502 SH   SOLE   24,939 0 32,563
HERSHA HOSPITALITY TRUST COM 427825500 2,955 137,468 SH   SOLE   79,899 0 57,569
HOME BANCSHARES INC COM 436893200 7,627 274,678 SH   SOLE   171,740 0 102,938
HONEYWELL INTERNATIONAL INC COM 438516106 1,430 12,344 SH   SOLE   6,172 0 6,172
HUBSPOT INC COM 443573100 3,048 64,872 SH   SOLE   33,047 0 31,825
HUMANA INC COM 444859102 1,640 8,042 SH   SOLE   4,021 0 4,021
ICF INTL INC COM COM 44925C103 2,232 40,443 SH   SOLE   3,351 0 37,092
ICON PLC COM G4705A100 2,650 35,246 SH   SOLE   32,146 0 3,100
ILLINOIS TOOL WORKS COM 452308109 2,974 24,292 SH   SOLE   12,146 0 12,146
IMAX CORP COM 45245E109 10,112 322,052 SH   SOLE   204,759 0 117,293
INNOPHOS HOLDINGS INC COM 45774N108 2,149 41,127 SH   SOLE   41,127 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 3,032 128,700 SH   SOLE   56,399 0 72,301
INTUIT INC COM 461202103 1,353 11,808 SH   SOLE   5,904 0 5,904
INTUITIVE SURGICAL INC COM 46120E602 1,000 1,578 SH   SOLE   789 0 789
ISHARES MSCI EAFE INDEX FUND COM 464287465 9,805 169,845 SH   SOLE   0 0 169,845
ISHARES RUSSELL 1000 VALUE COM 464287598 812 7,253 SH   SOLE   0 0 7,253
ISHARES RUSSELL 3000 INDEX COM 464287689 1,655 12,452 SH   SOLE   0 0 12,452
JOHNSON & JOHNSON COM 478160104 18,425 159,929 SH   SOLE   107,208 0 52,721
JP MORGAN CHASE & CO COM 46625H100 3,428 39,737 SH   SOLE   36,840 0 2,897
KAR AUCTION SERVICES INC COM 48238T109 2,860 67,111 SH   SOLE   61,757 0 5,354
KINDER MORGAN INC COM 49456B101 1,554 75,050 SH   SOLE   69,657 0 5,393
KRAFT HEINZ CO/THE COM 500754106 1,137 13,026 SH   SOLE   12,114 0 912
KRATON CORP COM 50077C106 869 30,517 SH   SOLE   2,528 0 27,989
L BRANDS INC COM 501797104 861 13,086 SH   SOLE   12,174 0 912
LAM RESEARCH CORP COM 512807108 3,736 35,339 SH   SOLE   32,885 0 2,454
LAS VEGAS SANDS CORP COM 517834107 4,710 88,203 SH   SOLE   82,137 0 6,066
LAZARD LTD-CL A COM G54050102 3,483 84,787 SH   SOLE   34,028 0 50,759
LIGAND PHARMACEUTICALS COM 53220K504 5,807 57,158 SH   SOLE   33,038 0 24,120
LINCOLN ELEC HLDGS COM COM 533900106 1,560 20,347 SH   SOLE   20,347 0 0
LIONS GATE ENTERTAINMENT - A COM 535919401 1,813 67,434 SH   SOLE   43,469 0 23,965
LIONS GATE ENTERTAINMENT - B COM 535919500 1,654 67,434 SH   SOLE   43,469 0 23,965
LOGMEIN INC COM 54142L109 4,301 44,556 SH   SOLE   27,886 0 16,670
LUMENTUM HOLDINGS INC COM 55024U109 5,855 151,488 SH   SOLE   76,072 0 75,416
LUXOFT HOLDING INC COM G57279104 5,838 103,890 SH   SOLE   68,873 0 35,017
LYONDELLBASELL INDU-CL A COM N53745100 5,033 58,679 SH   SOLE   54,656 0 4,023
MANHATTAN ASSOCIATES COM 562750109 6,289 118,597 SH   SOLE   94,337 0 24,260
MARSH & MCLENNAN COS COM 571748102 3,214 47,555 SH   SOLE   44,321 0 3,234
MASTEC INC COM 576323109 6,514 170,315 SH   SOLE   112,633 0 57,682
MASTERCARD INC CL A COM 57636Q104 15,430 149,444 SH   SOLE   137,601 0 11,843
MCDONALDS CORP COM 580135101 2,755 22,638 SH   SOLE   11,319 0 11,319
MEDTRONIC INC COM G5960l103 5,654 79,383 SH   SOLE   43,938 0 35,445
MERCK & CO INC COM 58933Y105 2,092 35,543 SH   SOLE   32,960 0 2,583
MERIT MED SYS INC COM COM 589889104 2,351 88,746 SH   SOLE   7,353 0 81,393
MGP INGREDIENTS INC COM 55303J106 3,775 75,531 SH   SOLE   32,799 0 42,732
MICRON TECHNOLOGY INC COM 595112103 2,355 107,438 SH   SOLE   107,438 0 0
MICROSOFT CORP COM 594918104 26,628 428,524 SH   SOLE   298,682 0 129,842
MONOLITHIC POWER SYSTEMS IN COM 609839105 2,021 24,673 SH   SOLE   10,700 0 13,973
MONSANTO CO COM 61166W101 4,234 40,251 SH   SOLE   19,729 0 20,522
MONSTER BEVERAGE CORP COM 61174X109 1,392 31,406 SH   SOLE   29,417 0 1,989
MORGAN STANLEY COM 617446448 1,131 26,778 SH   SOLE   26,778 0 0
NASDAQ INC COM 631103108 865 12,893 SH   SOLE   11,967 0 926
NATIONAL CINEMEDIA INC COM 635309107 10,580 718,264 SH   SOLE   410,562 0 307,702
NETFLIX INC COM 64110L106 1,700 13,734 SH   SOLE   13,272 0 462
NETGEAR INC COM 64111Q104 1,071 19,714 SH   SOLE   1,632 0 18,082
NEVRO CORP COM 64157F103 3,025 41,641 SH   SOLE   18,030 0 23,611
NEXTERA ENERGY INC COM 65339F101 840 7,038 SH   SOLE   6,527 0 511
NIKE INC -CL B COM 654106103 6,340 124,746 SH   SOLE   101,877 0 22,869
NORTHROP GRUMMAN CORP COM 666807102 5,701 24,515 SH   SOLE   22,836 0 1,679
NOVARTIS AG-ADR COM 66987V109 987 13,560 SH   SOLE   6,780 0 6,780
NOVO-NORDISK A S ADR COM 670100205 2,534 70,679 SH   SOLE   64,957 0 5,722
NTT DOCOMO INC-SPON ADR COM 62942M201 1,068 46,950 SH   SOLE   23,475 0 23,475
NU SKIN ASIA PACIFIC -CL A COM 67018T105 6,085 127,358 SH   SOLE   63,575 0 63,783
NUTANIX INC - A COM 67059N108 566 21,312 SH   SOLE   9,249 0 12,063
NVIDIA CORP COM 67066G104 5,093 47,721 SH   SOLE   44,424 0 3,297
O'REILLY AUTOMOTIVE INC COM 67103H107 6,768 24,313 SH   SOLE   23,153 0 1,160
OCLARO INC COM 67555N206 8,923 997,071 SH   SOLE   630,823 0 366,248
ON ASSIGNMENT INC COM COM 682159108 5,049 114,335 SH   SOLE   37,494 0 76,841
ORACLE CORP COM 68389X105 10,564 274,768 SH   SOLE   137,384 0 137,384
ORMAT TECHNOLOGIES INC COM 686688102 2,789 52,020 SH   SOLE   15,643 0 36,377
PAPA JOHN'S INTL INC COM 698813102 10,935 127,781 SH   SOLE   83,526 0 44,255
PAYCHEX INC COM 704326107 1,016 16,704 SH   SOLE   8,352 0 8,352
PEPSICO INC COM 713448108 3,419 32,678 SH   SOLE   18,996 0 13,682
PFIZER INC COM 717081103 1,477 45,497 SH   SOLE   22,685 0 22,812
PHILIP MORRIS INTERNATIONAL COM 718172109 7,740 84,610 SH   SOLE   42,305 0 42,305
PHILLIPS 66 COM 718546104 1,841 21,312 SH   SOLE   19,426 0 1,886
PINNACLE FINANCIAL PARTNERS COM 72346Q104 7,158 103,304 SH   SOLE   34,454 0 68,850
PIONEER NATURAL RESOURCES CO COM 723787107 689 3,831 SH   SOLE   3,456 0 375
PPG INDUSTRIES INC COM 693506107 2,397 25,304 SH   SOLE   25,304 0 0
PRESTIGI BRANDS HOLDINGS INC COM 74112D101 1,144 21,972 SH   SOLE   21,311 0 661
PRICELINE GROUP INC/THE COM 741503403 3,618 2,468 SH   SOLE   2,232 0 236
PROCTER & GAMBLE CO COM 742718109 8,561 101,824 SH   SOLE   59,683 0 42,141
PROLOGIS INC COM 74340W103 930 17,621 SH   SOLE   16,332 0 1,289
PROOFPOINT INC COM 743424103 6,031 85,378 SH   SOLE   48,489 0 36,889
PRUDENTIAL FINANCIAL INC COM 744320102 1,109 10,661 SH   SOLE   9,905 0 756
QUALCOMM INC COM 747525103 7,388 113,325 SH   SOLE   56,708 0 56,617
REGAL ENTERTAINMENT GROUP-A COM 758766109 11,583 562,315 SH   SOLE   344,366 0 217,949
REGENERON PHARMACEUTICALS COM 75886F107 1,930 5,259 SH   SOLE   4,595 0 664
REVANCE THERAPEUTICS INC COM 761330109 1,514 73,187 SH   SOLE   49,952 0 23,235
RINGCENTRAL INC COM 76680R206 5,826 282,839 SH   SOLE   158,546 0 124,293
ROCKWELL AUTOMATION INC COM 773903109 1,037 7,720 SH   SOLE   3,860 0 3,860
SALESFORCE.COM INC COM 79466L302 2,369 34,617 SH   SOLE   31,363 0 3,254
SANDY SPRING BANCORP INC COM 800363103 1,129 28,257 SH   SOLE   9,718 0 18,539
SAP SE-SPONSORED ADR COM 803054204 970 11,232 SH   SOLE   5,616 0 5,616
SCHLUMBERGER LTD COM 806857108 7,023 83,662 SH   SOLE   67,215 0 16,447
SHIRE PLC-ADR COM 82481R106 5,283 31,011 SH   SOLE   31,011 0 0
SNAP ON INC COM 833034101 3,203 18,707 SH   SOLE   17,412 0 1,295
SOUTHWEST AIRLINES COM 844741108 3,827 76,799 SH   SOLE   71,563 0 5,236
SPDR S&P 500 ETF TRUST COM 78462F103 2,497 11,171 SH   SOLE   0 0 11,171
SPECTRANETICS CORP COM COM 84760C107 2,602 106,211 SH   SOLE   45,992 0 60,219
SPLUNK INC COM 848637104 1,680 32,853 SH   SOLE   29,967 0 2,886
SPROUTS FARMERS MARKET LLC COM 85208M102 1,656 87,550 SH   SOLE   78,369 0 9,181
ST JUDE MED INC COM 790849103 1,113 13,892 SH   SOLE   6,946 0 6,946
STAG INDUSTRIAL INC COM 85254J102 4,138 173,368 SH   SOLE   75,109 0 98,259
STANLEY BLACK & DECKER INC COM 854502101 445 3,881 SH   SOLE   3,597 0 284
STEEL DYNAMICS INC COM COM 858119100 5,265 147,996 SH   SOLE   91,818 0 56,178
STONERIDGE INC COM 86183P102 1,013 57,292 SH   SOLE   4,747 0 52,545
STRYKER CORP COM 863667101 2,719 22,700 SH   SOLE   11,350 0 11,350
SUNTRUST BANKS INC COM 867914103 743 13,562 SH   SOLE   12,588 0 974
T-MOBILE US INC COM 872590104 1,361 23,678 SH   SOLE   23,678 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 5,170 104,901 SH   SOLE   59,957 0 44,944
TEEKAY TANKERS LTD CL A COM Y8565N102 3,483 1,541,319 SH   SOLE   547,688 0 993,631
TERADATA CORPORATION COM 88076W103 1,049 38,632 SH   SOLE   19,316 0 19,316
TESARO INC COM COM 881569107 8,182 60,846 SH   SOLE   35,913 0 24,933
TEXAS INSTRUMENTS INC COM 882508104 1,245 17,063 SH   SOLE   8,585 0 8,478
THE BANK OF NEW YORK MELLON COM 064058100 1,425 30,085 SH   SOLE   27,899 0 2,186
THE HERSHEY COMPANY COM 427866108 1,484 14,348 SH   SOLE   14,348 0 0
THOR INDS INC COM COM 885160101 5,073 50,707 SH   SOLE   4,202 0 46,505
TIME WARNER INC COM 887317303 652 6,756 SH   SOLE   6,283 0 473
TJX COMPANIES INC COM 872540109 5,681 75,628 SH   SOLE   64,795 0 10,833
TPI COMPOSITES INC COM 87266J104 4,512 281,324 SH   SOLE   147,743 0 133,581
UGI CORP NEW COM COM 902681105 879 19,096 SH   SOLE   17,699 0 1,397
ULTA BEAUTY INC COM 90384S303 3,183 12,487 SH   SOLE   10,923 0 1,564
UNILEVER NV NY SHARES COM 904784709 4,166 101,484 SH   SOLE   50,742 0 50,742
UNILEVER PLC-SPONSORED ADR COM 904767704 4,717 115,898 SH   SOLE   63,816 0 52,082
UNITED CONTINENTAL HOLDING COM 910047109 688 9,447 SH   SOLE   8,784 0 663
UNITED STATES STEEL CORP COM 912909108 1,491 45,174 SH   SOLE   45,174 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,441 13,152 SH   SOLE   6,576 0 6,576
UNITEDHEALTH GROUP INC COM 91324P102 12,078 75,474 SH   SOLE   50,650 0 24,824
UNIVERSAL HEALTH SVCS -CL B COM 913903100 2,943 27,668 SH   SOLE   25,777 0 1,891
US BANCORP DEL COM 902973304 1,586 30,889 SH   SOLE   27,428 0 3,461
US CONCRETE INC COM NEW COM 90333L201 6,657 101,634 SH   SOLE   67,287 0 34,347
VCA INC COM 918194101 2,560 37,299 SH   SOLE   34,289 0 3,010
VEEVA SYSTEMS INC-CLASS A COM 922475108 4,233 104,015 SH   SOLE   49,691 0 54,324
VENTAS INC COM 92276F100 9,582 153,278 SH   SOLE   151,981 0 1,297
VERIZON COMMUNICATIONS COM 92343V104 1,644 30,806 SH   SOLE   28,656 0 2,150
VF CORP COM 918204108 1,071 20,080 SH   SOLE   10,040 0 10,040
VINCE HOLDING CORP COM 92719W108 675 166,704 SH   SOLE   79,941 0 86,763
VISA INC-CLASS A COM 92826C839 8,181 104,858 SH   SOLE   96,693 0 8,165
VONAGE HOLDINGS CORP COM 92886T201 7,033 1,026,769 SH   SOLE   307,855 0 718,914
WAGEWORKS INC COM COM 930427109 3,795 52,355 SH   SOLE   32,569 0 19,786
WAL-MART STORES COM 931142103 1,025 14,830 SH   SOLE   7,415 0 7,415
WALT DISNEY COMPANY COM 254687106 816 7,837 SH   SOLE   7,837 0 0
WEBMD HEALTH CORP COM 94770V102 3,113 62,810 SH   SOLE   32,034 0 30,776
WELLS FARGO & CO COM 949746101 1,387 25,171 SH   SOLE   23,364 0 1,807
WESTERN ALLIANCE BANCORP COM 957638109 5,732 117,687 SH   SOLE   58,905 0 58,782
WHOLE FOODS MARKET INC COM 966837106 358 11,646 SH   SOLE   11,646 0 0
WSFS FINANCIAL CORP COM 929328102 1,799 38,818 SH   SOLE   3,223 0 35,595
WW GRAINGER INC COM 384802104 718 3,094 SH   SOLE   1,547 0 1,547
XILINX INC COM 983919101 3,667 60,758 SH   SOLE   56,586 0 4,172
XPO LOGISTICS INC COM COM 983793100 6,493 150,446 SH   SOLE   104,665 0 45,781
XYLEM INC COM 98419M100 2,758 55,711 SH   SOLE   51,817 0 3,894
YANDEX NV-A COM N97284108 4,750 235,981 SH   SOLE   137,203 0 98,778
YELP COM 985817105 1,828 47,944 SH   SOLE   47,944 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 8,202 188,466 SH   SOLE   121,957 0 66,509
ZIMMER BIOMET HOLDINGS INC COM 98956P102 849 8,232 SH   SOLE   4,116 0 4,116
ZIONS BANCORPORATION COM 989701107 700 16,277 SH   SOLE   16,277 0 0