0001144204-19-003654.txt : 20190130 0001144204-19-003654.hdr.sgml : 20190130 20190130094055 ACCESSION NUMBER: 0001144204-19-003654 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190130 DATE AS OF CHANGE: 20190130 EFFECTIVENESS DATE: 20190130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMERALD ADVISERS, LLC CENTRAL INDEX KEY: 0001015083 IRS NUMBER: 000000000 STATE OF INCORPORATION: PA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05618 FILM NUMBER: 19550569 BUSINESS ADDRESS: STREET 1: 3175 OREGON PIKE CITY: LEOLA STATE: PA ZIP: 17540 BUSINESS PHONE: 717-556-8900 MAIL ADDRESS: STREET 1: 3175 OREGON PIKE CITY: LEOLA STATE: PA ZIP: 17540 FORMER COMPANY: FORMER CONFORMED NAME: EMERALD ADVISERS INC/PA DATE OF NAME CHANGE: 19990406 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001015083 XXXXXXXX 12-31-2018 12-31-2018 false EMERALD ADVISERS, LLC

3175 Oregon Pike Leola PA 17540

13F HOLDINGS REPORT 028-05618 N Kenneth G. Mertz II 717-396-1116 /s/ Kenneth G. Mertz II Lancaster PA 01-30-2019 0 244 2032854 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 1535 9728 SH SOLE 9728 0 0 ATLAS AIR WORLDWIDE HOLDING COM 049164205 244 5790 SH SOLE 5790 0 0 ABBVIE INC COM 00287Y109 407 4418 SH SOLE 4418 0 0 ABBOTT LABS COM 002824100 986 13637 SH SOLE 12450 0 1187 ANALOG DEVICES INC COM 032654105 776 9045 SH SOLE 7876 0 1169 ADAMAS PHARMACEUTICALS INC COM 00548A106 5554 650349 SH SOLE 399621 0 250728 ALLIANCE DATA SYS CORP COM 018581108 1265 8431 SH SOLE 7531 0 900 AMERICAN EAGLE OUTFITTERS INC. COM 02553E106 26185 1354652 SH SOLE 837790 0 516862 PLAYAGS INC COM 72814N104 20034 871057 SH SOLE 547627 0 323430 AIMMUNE THERAPEUTICS INC COM 00900T107 17743 741746 SH SOLE 442454 0 299292 ALIGN TECHNOLOGY INC COM 016255101 563 2687 SH SOLE 2341 0 346 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 961 13185 SH SOLE 11824 0 1361 ALARM.COM HOLDINGS INC COM 011642105 17387 335213 SH SOLE 208405 0 126808 AMAZON.COM, INC COM 023135106 1748 1164 SH SOLE 1164 0 0 ANSYS INC COM 03662Q105 207 1449 SH SOLE 1449 0 0 ARENA PHARMACEUTICALS INC COM 040047607 16545 424764 SH SOLE 265292 0 159472 ASSEMBLY BIOSCIENCES INC COM 045396108 8807 389340 SH SOLE 244232 0 145108 ALLEGHENY TECHNOLOGIES INC COM 01741R102 12654 581266 SH SOLE 384337 0 196929 ATRICURE INC COM 04963C209 14294 467110 SH SOLE 275852 0 191258 AIR TRANSPORT SERVICES GROUP COM 00922R105 18048 791242 SH SOLE 496203 0 295039 AVROBIO INC COM 05455M100 6338 380636 SH SOLE 233686 0 146950 ARMSTRONG WORLD INDS INC COM 04247X102 250 4295 SH SOLE 4295 0 0 BANK OF AMER CORP COM 060505104 257 10431 SH SOLE 10431 0 0 BANC OF CALIFORNIA INC COM 05990K106 237 17784 SH SOLE 17784 0 0 BRUNSWICK CORP COM 117043109 1614 34755 SH SOLE 30931 0 3824 BIODELIVERY SCIENCES INTERNATIONAL INC COM 09060J106 654 176730 SH SOLE 107150 0 69580 BIOTELEMETRY INC COM 090672106 932 15612 SH SOLE 15612 0 0 BERRY GLOBAL GROUP INC COM 08579W103 828 17411 SH SOLE 15720 0 1691 BGC PARTNERS INC COM 05541T101 71 13787 SH SOLE 13787 0 0 BIOHAVEN PHARMACEUTICAL HOLDINGS COM G11196105 21085 570168 SH SOLE 354018 0 216150 BRYN MAWR BK CORP COM 117665109 236 6870 SH SOLE 6870 0 0 BOX INC COM 10316T104 8204 486009 SH SOLE 302669 0 183340 BURLINGTON STORES INC COM 122017106 2173 13357 SH SOLE 11961 0 1396 BORGWARNER INC COM 099724106 929 26728 SH SOLE 24124 0 2604 CITIGROUP INC COM 172967424 481 9234 SH SOLE 9234 0 0 CADENCE BANCORP COM 12739A100 30063 1791578 SH SOLE 1107140 0 684438 CBOE GLOBAL MARKETS INC COM 12503M108 1343 13730 SH SOLE 11960 0 1770 CROWN HOLDINGS INC COM 228368106 617 14846 SH SOLE 13715 0 1131 CNB FINL CORP PA COM 126128107 8917 388558 SH SOLE 18171 0 370387 COGENT COMMUNICATIONS HOLDINGS COM 19239V302 16154 357321 SH SOLE 217509 0 139812 CENTRIC FINANCIAL CORPORATION COM 15641J101 215 22077 SH SOLE 22077 0 0 CHURCHILL DOWNS INC COM 171484108 19100 78299 SH SOLE 48016 0 30283 CHEGG INC COM 163092109 67685 2381608 SH SOLE 1502820 0 878788 CHUY'S HOLDINGS INC COM 171604101 7334 413417 SH SOLE 249183 0 164234 CIENA CORP COM 171779309 44969 1326122 SH SOLE 829784 0 496338 CHIPOTLE MEXICAN GRILL COM 169656105 1060 2454 SH SOLE 2137 0 317 CINEMARK HOLDINGS INC COM 17243V102 2032 56759 SH SOLE 51038 0 5721 CNX Resources Corp. COM 12653C108 173 15150 SH SOLE 15150 0 0 CALLON PETROLEUM CO COM 13123X102 6879 1059951 SH SOLE 636769 0 423182 CRAY INC COM 225223304 12792 592493 SH SOLE 375493 0 217000 CARPENTER TECHNOLOGY CORP COM 144285103 6143 172521 SH SOLE 105562 0 66959 COSTAR GROUP INC COM 22160N109 1405 4164 SH SOLE 3733 0 431 CATALENT INC COM 148806102 13566 435072 SH SOLE 278266 0 156806 CUTERA INC COM 232109108 2691 158091 SH SOLE 100852 0 57239 TABLEAU SOFTWARE INC COM 87336U105 1248 10402 SH SOLE 9064 0 1338 DROPBOX INC COM 26210C104 781 38243 SH SOLE 33312 0 4931 DECIPHERA PHARMACEUTICALS INC COM 24344T101 13075 622904 SH SOLE 388057 0 234847 DOLLAR GENERAL COM 256677105 1079 9986 SH SOLE 8699 0 1287 DELEK US HLDGS INC COM 24665A103 3260 100289 SH SOLE 74675 0 25614 DICKS SPORTING GOODS INC COM 253393102 222 7108 SH SOLE 7108 0 0 DOLLAR TREE INC COM 256746108 1227 13583 SH SOLE 11831 0 1752 DICERNA PHARMACEUTICALS INC COM 253031108 10800 1010330 SH SOLE 646990 0 363340 DASEKE INC COM 23753F107 1303 354092 SH SOLE 189883 0 164209 DYCOM INDUSTRIES INC COM 267475101 18493 342201 SH SOLE 213015 0 129186 ENERSYS COM 29275Y102 385 4965 SH SOLE 4965 0 0 EPAM SYSTEMS INC COM 29414B104 39235 338202 SH SOLE 206285 0 131917 EQUINIX INC COM 29444U700 717 2035 SH SOLE 1773 0 262 ELDORADO RESORTS INC COM 28470R102 12231 337767 SH SOLE 226846 0 110921 ENTERCOMMUNICATIONS CORP COM 293639100 185 32470 SH SOLE 32470 0 0 ETSY INC COM 29786A106 20366 428137 SH SOLE 265201 0 162936 ENVIVA PARTNERS COM 29414J107 443 15969 SH SOLE 15969 0 0 EVERI HOLDINGS INC COM 30034T103 4924 956141 SH SOLE 588881 0 367260 EDWARDS LIFESCIENCES COM 28176E108 657 4291 SH SOLE 3720 0 571 EAGLE MATLS INC COM 26969P108 514 8418 SH SOLE 7333 0 1085 DIAMONDBACK ENERGY INC COM 25278X109 867 9351 SH SOLE 8157 0 1194 FACEBOOK INC COM 30303M102 306 2336 SH SOLE 2336 0 0 FIRST DATA CORP COM 32008D106 2016 119232 SH SOLE 106726 0 12506 FIRST FOUNDATION INC COM 32026V104 5044 392254 SH SOLE 231378 0 160876 FIVE BELOW COM 33829M101 42831 418603 SH SOLE 265017 0 153586 FLEETCOR TECHNOLOGIES INC COM 339041105 787 4238 SH SOLE 3690 0 548 FRESHPET INC COM 358039105 28495 886051 SH SOLE 551558 0 334493 FORESCOUT TECHNOLOGIES INC COM 34553D101 26418 1016481 SH SOLE 653824 0 362657 FORTINET INC COM 34959E109 1599 22697 SH SOLE 20531 0 2166 FORTIVE CORP COM 34959J108 1419 20976 SH SOLE 18267 0 2709 GUARANTY BANCORP DEL COM 40075T607 578 27835 SH SOLE 27835 0 0 GREEN DOT CORP COM 39304D102 23554 296199 SH SOLE 181447 0 114752 GUARDANT HEALTH INC COM 40131M109 752 20000 SH SOLE 0 0 20000 GLU MOBILE INC COM 379890106 18739 2322026 SH SOLE 1454233 0 867793 GMS INC COM 36251C103 320 21551 SH SOLE 21551 0 0 ALPHABET INC CLA A COM 02079K305 1262 1208 SH SOLE 1208 0 0 GLOBAL PAYMENTS INC COM 37940X102 376 3642 SH SOLE 3172 0 470 GRUBHUB INC COM 400110102 638 8305 SH SOLE 7233 0 1072 GSV CAP CORP COM 36191J101 2972 569325 SH SOLE 425952 0 143373 GTT COMMUNICATIONS INC COM 362393100 6916 292307 SH SOLE 175232 0 117075 HAEMONETICS CORPORATION COM 405024100 12867 128607 SH SOLE 78967 0 49640 HOME DEPOT INC COM 437076102 301 1750 SH SOLE 1750 0 0 H&E EQUIPMENT SERVICES INC COM 404030108 9955 487491 SH SOLE 298901 0 188590 HARSCO CORP COM 415864107 362 18241 SH SOLE 18241 0 0 HORIZON PHARMA, INC COM G4617B105 18357 939476 SH SOLE 576696 0 362780 IAC INTERACTIVECORP COM 44919P508 569 3107 SH SOLE 2706 0 401 IntercontinentalExchange Group, Inc COM 45866F104 569 7549 SH SOLE 7549 0 0 II-VI INC COM 902104108 212 6539 SH SOLE 6539 0 0 ILLUMINA INC COM 452327109 232 773 SH SOLE 678 0 95 INDUSTRIAL LOGISTICS PROPERTIES COM 456237106 12647 642950 SH SOLE 396300 0 246650 INTERNAP CORP COM 45885A409 1914 461108 SH SOLE 302489 0 158619 INCYTE PHARMACEUTICALS INC COM 45337C102 767 12062 SH SOLE 10505 0 1557 INOVIO PHARMACEUTICALS INC COM 45773H201 214 53520 SH SOLE 53520 0 0 INSMED INC COM 457669307 7912 603045 SH SOLE 367247 0 235798 INSTRUCTURE INC COM 45781U103 22151 590524 SH SOLE 368654 0 221870 INNOSPEC INC COM 45768S105 13706 221924 SH SOLE 140256 0 81668 INTEGER HOLDINGS CORP COM 45826H109 27847 365157 SH SOLE 228581 0 136576 JACK IN THE BOX INC COM 466367109 13265 170875 SH SOLE 106992 0 63883 JAZZ PHARMACEUTICALS PLC SHS COM G50871105 312 2517 SH SOLE 2192 0 325 JOHN BEAN TECHNOLOGIES CORP COM 477839104 980 13644 SH SOLE 11884 0 1760 JACK HENRY & ASSOCIATES INC COM 426281101 851 6724 SH SOLE 5857 0 867 JONES SODA CO COM 48023P106 17 74124 SH SOLE 74124 0 0 KENNAMETAL INC COM 489170100 6061 182133 SH SOLE 120306 0 61827 KNOLL INC COM 498904200 272 16490 SH SOLE 16490 0 0 KOPPERS HOLDINGS INC COM 50060P106 327 19210 SH SOLE 19210 0 0 KARYOPHARM THERAPEUTICS INC COM 48576U106 13647 1456473 SH SOLE 894307 0 562166 KRATOS DEFENSE AND SECURITY COM 50077B207 28875 2049350 SH SOLE 1259166 0 790184 LAZARD LTD-CL A COM G54050102 502 13589 SH SOLE 12294 0 1295 LUMENTUM HOLDINGS INC COM 55024U109 15179 361323 SH SOLE 224578 0 136745 LIVANOVA PLC COM G5509L101 7425 81170 SH SOLE 47510 0 33660 LIVE OAK BANCSHARES INC COM 53803X105 7409 500297 SH SOLE 309810 0 190487 LOXO ONCOLOGY INC COM 548862101 21629 154416 SH SOLE 96859 0 57557 LIBERTY PPTY TR SH BEN INT COM 531172104 300 7175 SH SOLE 7175 0 0 LIVENT CORPORATION COM 53814L108 11923 863958 SH SOLE 554478 0 309480 LULULEMON ATHLETICA INC COM 550021109 419 3445 SH SOLE 3020 0 425 SOUTHWEST AIR COM 844741108 568 12224 SH SOLE 11077 0 1147 MASCO CORP COM 574599106 968 33089 SH SOLE 29883 0 3206 MOELIS & CO COM 60786M105 18524 538792 SH SOLE 334113 0 204679 MAGNOLIA OIL & GAS CO COM 559663109 117 10451 SH SOLE 10451 0 0 MKS INSTRUMENTS INC COM 55306N104 430 6649 SH SOLE 5886 0 763 MALVERN BANCORP INC COM 561409103 339 17175 SH SOLE 17175 0 0 MERIT MED SYS INC COM 589889104 18005 322614 SH SOLE 202355 0 120259 MONMOUTH REAL ESTATE INV COM 609720107 12789 1031388 SH SOLE 652518 0 378870 MODEL N INC COM 607525102 9270 700650 SH SOLE 491849 0 208801 MID PENN BANCORP INC COM 59540G107 693 30098 SH SOLE 1009 0 29089 MERIDIAN BANK MALVERN PA COM 58958P104 248 14899 SH SOLE 14899 0 0 MERCURY SYSTEMS INC COM 589378108 27084 572731 SH SOLE 353245 0 219486 MSA SAFETY INC COM 553498106 354 3760 SH SOLE 3760 0 0 MICROSOFT CORP COM 594918104 1911 18819 SH SOLE 18819 0 0 MERITAGE CORP COM 59001A102 7680 209150 SH SOLE 130904 0 78246 MASTEC INC COM 576323109 431 10620 SH SOLE 9249 0 1371 NORWEGIAN CRUISE LINE HOLDINGS LTD COM G66721104 730 17226 SH SOLE 15004 0 2222 NOODLES AND COMPANY COM 65540B105 7142 1021784 SH SOLE 631094 0 390690 NEOGENOMICS INC COM 64049M209 24070 1908795 SH SOLE 1214708 0 694087 NEW RELIC INC COM 64829B100 10329 127570 SH SOLE 72790 0 54780 SERVICENOW INC COM 81762P102 1658 9310 SH SOLE 8246 0 1064 INSPERITY INC COM 45778Q107 14486 155158 SH SOLE 97350 0 57808 NUTANIX INC COM 67059N108 867 20845 SH SOLE 18496 0 2349 NUTRI SYS INC NEW COM 67069D108 26201 597111 SH SOLE 338655 0 258456 NVIDIA CORPORATION COM 67066G104 273 2047 SH SOLE 2047 0 0 NV5 GLOBAL INC COM 62945V109 17471 288545 SH SOLE 190008 0 98537 OCEANFIRST FINANCIAL CORP COM 675234108 12803 568789 SH SOLE 360377 0 208412 OLD LINE BANCSHARES INC COM 67984M100 236 8960 SH SOLE 8960 0 0 OLLIE'S BARGAIN OUTLET HOLDINGS COM 681116109 25583 384647 SH SOLE 239883 0 144764 ON SEMICONDUCTOR CORPORATION COM 682189105 1630 98703 SH SOLE 88051 0 10652 OPUS BANK COM 684000102 10619 542070 SH SOLE 334509 0 207561 OSI SYSTEMS INC COM 671044105 466 6355 SH SOLE 6355 0 0 OSHKOSH CORPORATION COM 688239201 706 11512 SH SOLE 10026 0 1486 ORASURE TECHNOLOGIES INC COM 68554V108 6858 587183 SH SOLE 369638 0 217545 PALO ALTO NETWORKS, INC COM 697435105 2014 10695 SH SOLE 9553 0 1142 PARSLEY ENERGY INC COM 701877102 1004 62828 SH SOLE 54718 0 8110 PROOFPOINT INC COM 743424103 28969 345645 SH SOLE 216311 0 129334 PARKER HANNIFIN CORP COM 701094104 2190 14684 SH SOLE 13182 0 1502 ANAPLAN INC COM 03272L108 422 15890 SH SOLE 15890 0 0 THE CHILDREN'S PLACE INC COM 168905107 24331 270069 SH SOLE 166909 0 103160 PLANET FITNESS INC COM 72703H101 41890 781238 SH SOLE 485297 0 295941 Plug Power, Inc COM 72919P202 12 10015 SH SOLE 10015 0 0 PACIFIC PREMIER BANCORP COM 69478X105 20269 794253 SH SOLE 488709 0 305544 PQ GROUP HOLDINGS INC COM 73943T103 16103 1087331 SH SOLE 667306 0 420025 PLURALSIGHT INC COM 72941B106 11540 490029 SH SOLE 302708 0 187321 PURE STORAGE COM 74624M102 8194 509585 SH SOLE 316155 0 193430 PTC INC COM 69370C100 1755 21174 SH SOLE 18776 0 2398 PTC THERAPEUTICS INC COM 69366J200 7602 221503 SH SOLE 137773 0 83730 PATTERSON-UTI ENERGY INC COM 703481101 1217 117585 SH SOLE 106550 0 11035 PVH CORP COM 693656100 1473 15844 SH SOLE 14250 0 1594 QUANTA SVCS INC COM 74762E102 716 23785 SH SOLE 20717 0 3068 Q2 HOLDINGS INC COM 74736L109 17461 352394 SH SOLE 214074 0 138320 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 1956 20000 SH SOLE 18028 0 1972 REPLIMUNE GROUP INC COM 76029N106 6515 651470 SH SOLE 404771 0 246699 REATA PHARMACEUTICALS INC COM 75615P103 26391 470431 SH SOLE 292434 0 177997 RAPID7 INC COM 753422104 28544 916059 SH SOLE 572045 0 344014 RANGE RES CORP COM 75281A109 1078 112632 SH SOLE 102095 0 10537 SAGE THERAPEUTICS INC COM 78667J108 375 3911 SH SOLE 3574 0 337 SAILPOINT TECHNOLOGIES HOLDINGS COM 78781P105 13189 561459 SH SOLE 339578 0 221881 BOSTON BEER COMPANY, INC CLASS A COM 100557107 1032 4284 SH SOLE 3902 0 382 SBA COMMUNICATIONS CORP CL A COM 78410G104 1015 6272 SH SOLE 5464 0 808 SEAWORLD ENTERTAINMENT COM 81282V100 23306 1055068 SH SOLE 660248 0 394820 MADDEN STEVEN LTD COM 556269108 26732 883408 SH SOLE 551603 0 331805 SIENTRA INC COM 82621J105 319 25100 SH SOLE 25100 0 0 SVB FINL GROUP COM 78486Q101 1001 5269 SH SOLE 4806 0 463 SIX FLAGS ENTERTAINMENT CORP COM 83001A102 787 14154 SH SOLE 12328 0 1826 SCOTTS MIRACLE GRO COMPANY COM 810186106 707 11510 SH SOLE 10454 0 1056 SIMPLY GOOD FOODS CO COM 82900L102 23878 1263401 SH SOLE 773133 0 490268 S&P GLOBAL INC COM 78409V104 580 3412 SH SOLE 2972 0 440 SPLUNK INC COM 848637104 496 4734 SH SOLE 4123 0 611 SAREPTA THERAPEUTICS INC COM 803607100 8341 76433 SH SOLE 50738 0 25695 SVMK INC COM 78489X103 8216 669586 SH SOLE 407846 0 261740 DEL TACO RESTAURANTS INC COM 245496104 8559 856746 SH SOLE 541845 0 314901 TRIUMPH BANCORP COM 89679E300 5340 179808 SH SOLE 121558 0 58250 TELADOC HEALTH INC COM 87918A105 30409 613463 SH SOLE 376901 0 236562 TERADYNE INC COM 880770102 328 10468 SH SOLE 9118 0 1350 TILLY'S INC-CLASS A SHRS COM 886885102 7858 723606 SH SOLE 477661 0 245945 TANDEM DIABETES CARE INC COM 875372203 29316 772093 SH SOLE 475671 0 296422 TRINET GROUP IN COM 896288107 22102 526871 SH SOLE 329608 0 197263 TUTOR PERINI CORPORATION COM 901109108 11885 744216 SH SOLE 453968 0 290248 LENDINGTREE INC COM 52603B107 24064 109596 SH SOLE 69151 0 40445 TREX INC COM 89531P105 41293 695638 SH SOLE 430894 0 264744 TABULA RASA HEALTHCARE INC COM 873379101 12187 191145 SH SOLE 119107 0 72038 TRISTATE CAPITAL HOLDINGS COM 89678F100 359 18461 SH SOLE 18461 0 0 TETRA TECH INC COM 88162G103 26109 504327 SH SOLE 307495 0 196832 TETRA TECHNOLOGIES COM 88162F105 75 44493 SH SOLE 44493 0 0 TAKE TWO INTERACTIVE SOFTWARE COM 874054109 1500 14568 SH SOLE 12940 0 1628 MAMMOTH ENERGY SERVICES INC COM 56155L108 200 11119 SH SOLE 11119 0 0 TWIST BIOSCIENCE CORP COM 90184D100 3804 164747 SH SOLE 113271 0 51476 TWITTER INC COM 90184L102 545 18980 SH SOLE 16542 0 2438 UNION BANKSHARES CORPORATION COM 90539J109 15479 548334 SH SOLE 345230 0 203104 ULTA BEAUTY INC COM 90384S303 679 2772 SH SOLE 2416 0 356 ULTIMATE SOFTWARE GROUP INC COM 90385D107 701 2862 SH SOLE 2515 0 347 URBAN OUTFITTERS INC COM 917047102 10417 313766 SH SOLE 196444 0 117322 UNITED RENTALS INC COM 911363109 316 3086 SH SOLE 2688 0 398 UNIVERSAL STAINLESS AND ALLOY COM 913837100 284 17500 SH SOLE 17500 0 0 USA TECHNOLOGIES INC COM 90328S500 4851 1246935 SH SOLE 808634 0 438301 US XPRESS ENTERPRISES INC COM 90338N202 2690 479566 SH SOLE 318855 0 160711 VISA INC-CLASS A COM 92826C839 483 3664 SH SOLE 3664 0 0 VOCERAMUNICATIONS INC COM 92857F107 26231 666614 SH SOLE 411497 0 255117 VEEVA SYSTEMS INC COM 922475108 820 9182 SH SOLE 8346 0 836 VONAGE HOLDINGS CORP COM 92886T201 34473 3948795 SH SOLE 2429540 0 1519255 VULCAN MATERIALS COMPANY COM 929160109 1107 11204 SH SOLE 9760 0 1444 VIPER ENERGY PA COM 92763M105 379 14559 SH SOLE 14559 0 0 VARONIS SYSTEMS INC COM 922280102 35426 669679 SH SOLE 421922 0 247757 WESTERN ALLIANCE BANCORP COM 957638109 910 23054 SH SOLE 20481 0 2573 BOINGO WIRELESS INC COM 09739C102 11417 555042 SH SOLE 338612 0 216430 WORLDPAY INC COM 981558109 1098 14364 SH SOLE 12513 0 1851 WPX ENERGY INC COM 98212B103 220 19355 SH SOLE 19355 0 0 WEST PHARMACEUTICAL SVCS INC COM 955306105 247 2520 SH SOLE 2520 0 0 EXTRACTION OIL & GAS COM 30227M105 580 135198 SH SOLE 125066 0 10132 YETI HOLDINGS INC COM 98585X104 5874 395805 SH SOLE 242759 0 153046 ZIMMER BIOMET HOLDINGS INC COM 98956P102 355 3423 SH SOLE 2983 0 440 ZOGENIX INC COM 98978L204 13102 359346 SH SOLE 220970 0 138376 ZSCALER INC COM 98980G102 5244 133742 SH SOLE 81622 0 52120