The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | 9,493 | 509,020 | SH | SOLE | 263,700 | 0 | 245,320 | ||
ABBOTT LABS | COM | 002824100 | 105,270 | 1,756,838 | SH | SOLE | 1,319,526 | 0 | 437,312 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 53,731 | 1,374,198 | SH | SOLE | 886,368 | 0 | 487,830 | ||
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 12,446 | 710,369 | SH | SOLE | 388,698 | 0 | 321,671 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 472 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 138,500 | 640,964 | SH | SOLE | 479,623 | 0 | 161,341 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 40,845 | 327,050 | SH | SOLE | 230,645 | 0 | 96,405 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 26,648 | 239,080 | SH | SOLE | 163,390 | 0 | 75,690 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 60,597 | 330,155 | SH | SOLE | 253,714 | 0 | 76,441 | ||
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 713 | 3,350 | SH | SOLE | 3,350 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 201,453 | 195,246 | SH | SOLE | 151,554 | 0 | 43,692 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 169,609 | 163,535 | SH | SOLE | 126,553 | 0 | 36,982 | ||
AMAZON COM INC | COM | 023135106 | 327,924 | 226,570 | SH | SOLE | 174,431 | 0 | 52,139 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 26,883 | 1,348,875 | SH | SOLE | 705,835 | 0 | 643,040 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 51,908 | 357,151 | SH | SOLE | 251,098 | 0 | 106,053 | ||
AMETEK INC NEW | COM | 031100100 | 194,913 | 2,565,657 | SH | SOLE | 1,964,911 | 0 | 600,746 | ||
ANALOG DEVICES INC | COM | 032654105 | 34,400 | 377,485 | SH | SOLE | 276,565 | 0 | 100,920 | ||
ANDEAVOR | COM | 03349M105 | 115,461 | 1,148,183 | SH | SOLE | 918,873 | 0 | 229,310 | ||
APPLE INC | COM | 037833100 | 320,690 | 1,911,372 | SH | SOLE | 1,481,258 | 0 | 430,114 | ||
APPLIED MATLS INC | COM | 038222105 | 78,994 | 1,420,505 | SH | SOLE | 995,330 | 0 | 425,175 | ||
APTIV PLC | SHS | G6095L109 | 77,122 | 907,637 | SH | SOLE | 644,662 | 0 | 262,975 | ||
ARAMARK | COM | 03852U106 | 56,150 | 1,419,368 | SH | SOLE | 1,184,793 | 0 | 234,575 | ||
ARCHER DANIELS MIDLAND CO | COM | 039483102 | 4,262 | 98,260 | SH | SOLE | 55,860 | 0 | 42,400 | ||
ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | G0457F107 | 95 | 10,370 | SH | SOLE | 0 | 0 | 10,370 | ||
AU OPTRONICS CORP | SPONSORED ADR | 002255107 | 77 | 16,900 | SH | SOLE | 0 | 0 | 16,900 | ||
AUTODESK INC | COM | 052769106 | 41,539 | 330,780 | SH | SOLE | 243,010 | 0 | 87,770 | ||
AVERY DENNISON CORP | COM | 053611109 | 85,498 | 804,689 | SH | SOLE | 589,559 | 0 | 215,130 | ||
AVEXIS INC | COM | 05366U100 | 21,603 | 174,810 | SH | SOLE | 113,360 | 0 | 61,450 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 48,850 | 1,618,095 | SH | SOLE | 1,000,835 | 0 | 617,260 | ||
BANK AMER CORP | COM | 060505104 | 94,312 | 3,144,783 | SH | SOLE | 2,460,561 | 0 | 684,222 | ||
BANK OF NT BUTTERFIELD&SON L | SHS NEW | G0772R208 | 50,146 | 1,117,340 | SH | SOLE | 705,330 | 0 | 412,010 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 57,451 | 1,048,193 | SH | SOLE | 684,853 | 0 | 363,340 | ||
BIO RAD LABS INC | CL A | 090572207 | 62,131 | 248,444 | SH | SOLE | 158,404 | 0 | 90,040 | ||
BIOGEN INC | COM | 09062X103 | 82,113 | 299,879 | SH | SOLE | 234,555 | 0 | 65,324 | ||
BLACK KNIGHT INC | COM | 09215C105 | 32,203 | 683,705 | SH | SOLE | 514,895 | 0 | 168,810 | ||
BMC STK HLDGS INC | COM | 05591B109 | 18,981 | 970,892 | SH | SOLE | 510,330 | 0 | 460,562 | ||
BOEING CO | COM | 097023105 | 152,510 | 465,141 | SH | SOLE | 395,844 | 0 | 69,297 | ||
BOTTOMLINE TECH DEL INC | COM | 101388106 | 21,924 | 565,782 | SH | SOLE | 296,400 | 0 | 269,382 | ||
BOYD GAMING CORP | COM | 103304101 | 37,676 | 1,182,545 | SH | SOLE | 895,325 | 0 | 287,220 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 26,697 | 267,723 | SH | SOLE | 158,313 | 0 | 109,410 | ||
BRINKER INTL INC | COM | 109641100 | 28,053 | 777,080 | SH | SOLE | 585,020 | 0 | 192,060 | ||
BROADCOM LTD | SHS | Y09827109 | 92,033 | 390,548 | SH | SOLE | 299,714 | 0 | 90,834 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 33,450 | 1,685,969 | SH | SOLE | 1,269,930 | 0 | 416,039 | ||
BURLINGTON STORES INC | COM | 122017106 | 37,834 | 284,146 | SH | SOLE | 214,006 | 0 | 70,140 | ||
CAMDEN PPTY TR | SH BEN INT | 133131102 | 20,052 | 238,200 | SH | SOLE | 115,750 | 0 | 122,450 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 54,007 | 484,760 | SH | SOLE | 299,992 | 0 | 184,768 | ||
CARDIOME PHARMA CORP | COM NO PAR | 14159U301 | 9,726 | 4,192,034 | SH | SOLE | 2,156,645 | 0 | 2,035,389 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 3,958 | 60,360 | SH | SOLE | 34,410 | 0 | 25,950 | ||
CATERPILLAR INC DEL | COM | 149123101 | 4,557 | 30,920 | SH | SOLE | 16,945 | 0 | 13,975 | ||
CELANESE CORP DEL | COM SER A | 150870103 | 98,221 | 980,149 | SH | SOLE | 709,061 | 0 | 271,088 | ||
CELGENE CORP | COM | 151020104 | 131,608 | 1,475,259 | SH | SOLE | 1,148,074 | 0 | 327,185 | ||
CHEGG INC | COM | 163092109 | 15,512 | 750,825 | SH | SOLE | 393,400 | 0 | 357,425 | ||
CIENA CORP | COM NEW | 171779309 | 22,048 | 851,286 | SH | SOLE | 447,676 | 0 | 403,610 | ||
CITIZENS FINL GROUP INC | COM | 174610105 | 6,625 | 157,820 | SH | SOLE | 89,460 | 0 | 68,360 | ||
CLOVIS ONCOLOGY INC | COM | 189464100 | 29,057 | 550,315 | SH | SOLE | 330,805 | 0 | 219,510 | ||
CME GROUP INC | COM CL A | 12572Q105 | 98,779 | 610,726 | SH | SOLE | 464,309 | 0 | 146,417 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 101,696 | 1,263,307 | SH | SOLE | 967,287 | 0 | 296,020 | ||
COHERENT INC | COM | 192479103 | 27,597 | 147,263 | SH | SOLE | 110,896 | 0 | 36,367 | ||
COMERICA INC | COM | 200340107 | 64,795 | 675,441 | SH | SOLE | 475,346 | 0 | 200,095 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 29,335 | 733,920 | SH | SOLE | 552,580 | 0 | 181,340 | ||
COMMVAULT SYSTEMS INC | COM | 204166102 | 24,229 | 423,587 | SH | SOLE | 222,096 | 0 | 201,491 | ||
CONAGRA BRANDS INC | COM | 205887102 | 6,605 | 179,085 | SH | SOLE | 101,475 | 0 | 77,610 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 166,119 | 728,850 | SH | SOLE | 557,007 | 0 | 171,843 | ||
COOPER COS INC | COM NEW | 216648402 | 162,670 | 710,938 | SH | SOLE | 527,009 | 0 | 183,929 | ||
COSTAR GROUP INC | COM | 22160N109 | 95,292 | 262,744 | SH | SOLE | 175,520 | 0 | 87,224 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 70,796 | 375,714 | SH | SOLE | 264,660 | 0 | 111,054 | ||
CRANE CO | COM | 224399105 | 38,384 | 413,885 | SH | SOLE | 311,755 | 0 | 102,130 | ||
CSX CORP | COM | 126408103 | 836 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 5,236 | 32,300 | SH | SOLE | 17,870 | 0 | 14,430 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 22,942 | 1,352,740 | SH | SOLE | 994,570 | 0 | 358,170 | ||
CYRUSONE INC | COM | 23283R100 | 22,114 | 431,838 | SH | SOLE | 316,408 | 0 | 115,430 | ||
DANA INCORPORATED | COM | 235825205 | 21,814 | 846,816 | SH | SOLE | 637,856 | 0 | 208,960 | ||
DANAHER CORP DEL | COM | 235851102 | 4,057 | 41,435 | SH | SOLE | 36,478 | 0 | 4,957 | ||
DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 77,672 | 1,630,056 | SH | SOLE | 1,328,534 | 0 | 301,522 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 32,427 | 256,300 | SH | SOLE | 192,260 | 0 | 64,040 | ||
DOLLAR TREE INC | COM | 256746108 | 61,001 | 642,790 | SH | SOLE | 523,643 | 0 | 119,147 | ||
DOWDUPONT INC | COM | 26078J100 | 114,695 | 1,800,273 | SH | SOLE | 1,371,736 | 0 | 428,537 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 51,001 | 920,435 | SH | SOLE | 703,855 | 0 | 216,580 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 30,190 | 482,735 | SH | SOLE | 373,235 | 0 | 109,500 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 43,765 | 1,326,214 | SH | SOLE | 728,489 | 0 | 597,725 | ||
ENVISION HEALTHCARE CORP | COM | 29414D100 | 35,372 | 920,425 | SH | SOLE | 681,735 | 0 | 238,690 | ||
EOG RES INC | COM | 26875P101 | 116,826 | 1,109,779 | SH | SOLE | 850,382 | 0 | 259,397 | ||
ESSENT GROUP LTD | COM | G3198U102 | 59,979 | 1,409,279 | SH | SOLE | 1,156,249 | 0 | 253,030 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 24,340 | 220,454 | SH | SOLE | 161,825 | 0 | 58,629 | ||
FACEBOOK INC | CL A | 30303M102 | 261,865 | 1,638,805 | SH | SOLE | 1,263,941 | 0 | 374,864 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 53,192 | 552,360 | SH | SOLE | 393,350 | 0 | 159,010 | ||
FINANCIAL ENGINES INC | COM | 317485100 | 5,515 | 157,580 | SH | SOLE | 89,340 | 0 | 68,240 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 68,493 | 338,238 | SH | SOLE | 266,884 | 0 | 71,354 | ||
FLIR SYS INC | COM | 302445101 | 35,725 | 714,365 | SH | SOLE | 538,015 | 0 | 176,350 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 18,999 | 364,515 | SH | SOLE | 274,375 | 0 | 90,140 | ||
FLOWSERVE CORP | COM | 34354P105 | 60,906 | 1,405,642 | SH | SOLE | 938,702 | 0 | 466,940 | ||
FORTINET INC | COM | 34959E109 | 71,212 | 1,329,072 | SH | SOLE | 884,205 | 0 | 444,867 | ||
FULLER H B CO | COM | 359694106 | 29,632 | 595,855 | SH | SOLE | 312,275 | 0 | 283,580 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 79,972 | 1,163,573 | SH | SOLE | 866,023 | 0 | 297,550 | ||
GARTNER INC | COM | 366651107 | 28,012 | 238,155 | SH | SOLE | 183,535 | 0 | 54,620 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 32,524 | 531,185 | SH | SOLE | 401,225 | 0 | 129,960 | ||
GREEN DOT CORP | CL A | 39304D102 | 9,572 | 149,190 | SH | SOLE | 77,270 | 0 | 71,920 | ||
HAMILTON LANE INC | CL A | 407497106 | 10,144 | 272,460 | SH | SOLE | 141,190 | 0 | 131,270 | ||
HEICO CORP NEW | CL A | 422806208 | 20,462 | 288,400 | SH | SOLE | 148,170 | 0 | 140,230 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 6,098 | 50,419 | SH | SOLE | 27,862 | 0 | 22,557 | ||
HILL ROM HLDGS INC | COM | 431475102 | 339 | 3,900 | SH | SOLE | 3,900 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 160,302 | 899,363 | SH | SOLE | 690,081 | 0 | 209,282 | ||
HONEYWELL INTL INC | COM | 438516106 | 4,759 | 32,935 | SH | SOLE | 18,270 | 0 | 14,665 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 92,401 | 788,737 | SH | SOLE | 590,645 | 0 | 198,092 | ||
ICON PLC | SHS | G4705A100 | 63,294 | 535,751 | SH | SOLE | 341,872 | 0 | 193,879 | ||
IDEXX LABS INC | COM | 45168D104 | 44,844 | 234,307 | SH | SOLE | 180,802 | 0 | 53,505 | ||
IHS MARKIT LTD | SHS | G47567105 | 64,602 | 1,339,177 | SH | SOLE | 992,434 | 0 | 346,743 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 96,849 | 618,209 | SH | SOLE | 470,052 | 0 | 148,157 | ||
INDUSTRIAL LOGISTICS PPTYS T | COM SHS BEN INT | 456237106 | 17,880 | 879,075 | SH | SOLE | 661,225 | 0 | 217,850 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 122,556 | 1,433,234 | SH | SOLE | 1,082,660 | 0 | 350,574 | ||
INSTALLED BLDG PRODS INC | COM | 45780R101 | 37,337 | 621,758 | SH | SOLE | 346,356 | 0 | 275,402 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 41,730 | 754,066 | SH | SOLE | 406,396 | 0 | 347,670 | ||
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 22,678 | 742,075 | SH | SOLE | 417,565 | 0 | 324,510 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 78,121 | 509,164 | SH | SOLE | 390,578 | 0 | 118,586 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 26,127 | 420,656 | SH | SOLE | 219,956 | 0 | 200,700 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 181,702 | 1,203,405 | SH | SOLE | 912,119 | 0 | 291,286 | ||
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 51,369 | 452,991 | SH | SOLE | 237,461 | 0 | 215,530 | ||
JOHNSON & JOHNSON | COM | 478160104 | 5,239 | 40,879 | SH | SOLE | 23,209 | 0 | 17,670 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 7,466 | 67,890 | SH | SOLE | 37,820 | 0 | 30,070 | ||
KLX INC | COM | 482539103 | 68,166 | 959,270 | SH | SOLE | 606,148 | 0 | 353,122 | ||
LAM RESEARCH CORP | COM | 512807108 | 66,202 | 325,862 | SH | SOLE | 267,607 | 0 | 58,255 | ||
LENNOX INTL INC | COM | 526107107 | 94,521 | 462,501 | SH | SOLE | 347,119 | 0 | 115,382 | ||
LILLY ELI & CO | COM | 532457108 | 8,446 | 109,170 | SH | SOLE | 73,255 | 0 | 35,915 | ||
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 718 | 27,795 | SH | SOLE | 27,795 | 0 | 0 | ||
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 48,867 | 2,029,344 | SH | SOLE | 1,291,812 | 0 | 737,532 | ||
LITHIA MTRS INC | CL A | 536797103 | 17,505 | 174,149 | SH | SOLE | 91,239 | 0 | 82,910 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 1,995 | 47,350 | SH | SOLE | 47,350 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 4,548 | 13,458 | SH | SOLE | 13,458 | 0 | 0 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 43,322 | 709,387 | SH | SOLE | 475,545 | 0 | 233,842 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 15,473 | 242,531 | SH | SOLE | 182,601 | 0 | 59,930 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 32,388 | 131,764 | SH | SOLE | 67,524 | 0 | 64,240 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 165,412 | 1,216,443 | SH | SOLE | 913,850 | 0 | 302,593 | ||
MARTEN TRANS LTD | COM | 573075108 | 2,238 | 98,166 | SH | SOLE | 98,166 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 57,428 | 652,958 | SH | SOLE | 421,667 | 0 | 231,291 | ||
MASTEC INC | COM | 576323109 | 22,598 | 480,290 | SH | SOLE | 361,740 | 0 | 118,550 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 102,055 | 582,641 | SH | SOLE | 408,018 | 0 | 174,623 | ||
MEDICINES CO | COM | 584688105 | 99,795 | 3,029,611 | SH | SOLE | 2,270,151 | 0 | 759,460 | ||
MERCK & CO INC | COM | 58933Y105 | 662 | 12,159 | SH | SOLE | 10,468 | 0 | 1,691 | ||
MERCURY SYS INC | COM | 589378108 | 25,133 | 520,135 | SH | SOLE | 288,165 | 0 | 231,970 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 104,122 | 181,072 | SH | SOLE | 131,589 | 0 | 49,483 | ||
MGIC INVT CORP WIS | COM | 552848103 | 19,029 | 1,463,780 | SH | SOLE | 756,125 | 0 | 707,655 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 97,491 | 2,783,870 | SH | SOLE | 1,998,084 | 0 | 785,786 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 41,218 | 451,160 | SH | SOLE | 320,975 | 0 | 130,185 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 58,353 | 1,119,169 | SH | SOLE | 856,932 | 0 | 262,237 | ||
MICROSEMI CORP | COM | 595137100 | 2,138 | 33,030 | SH | SOLE | 33,030 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 236,313 | 2,589,160 | SH | SOLE | 1,994,649 | 0 | 594,511 | ||
MILACRON HLDGS CORP | COM | 59870L106 | 35,973 | 1,786,145 | SH | SOLE | 936,145 | 0 | 850,000 | ||
MKS INSTRUMENT INC | COM | 55306N104 | 17,939 | 155,116 | SH | SOLE | 116,406 | 0 | 38,710 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 12,322 | 106,434 | SH | SOLE | 55,515 | 0 | 50,919 | ||
MSCI INC | COM | 55354G100 | 69,321 | 463,778 | SH | SOLE | 349,895 | 0 | 113,883 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 11,817 | 365,730 | SH | SOLE | 196,100 | 0 | 169,630 | ||
NCR CORP NEW | COM | 62886E108 | 31,809 | 1,009,183 | SH | SOLE | 759,873 | 0 | 249,310 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 107,740 | 1,013,932 | SH | SOLE | 644,120 | 0 | 369,812 | ||
NETAPP INC | COM | 64110D104 | 21,817 | 353,650 | SH | SOLE | 259,090 | 0 | 94,560 | ||
NEW RELIC INC | COM | 64829B100 | 30,883 | 416,666 | SH | SOLE | 313,796 | 0 | 102,870 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 42,669 | 641,638 | SH | SOLE | 402,944 | 0 | 238,694 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 4,062 | 24,870 | SH | SOLE | 19,820 | 0 | 5,050 | ||
NICE LTD | SPONSORED ADR | 653656108 | 58,514 | 622,954 | SH | SOLE | 416,229 | 0 | 206,725 | ||
NOVAGOLD RES INC | COM NEW | 66987E206 | 229 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 9,942 | 456,035 | SH | SOLE | 239,145 | 0 | 216,890 | ||
NVR INC | COM | 62944T105 | 252 | 90 | SH | SOLE | 90 | 0 | 0 | ||
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 6,315 | 97,215 | SH | SOLE | 53,710 | 0 | 43,505 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 25,559 | 173,903 | SH | SOLE | 131,033 | 0 | 42,870 | ||
OMNICELL INC | COM | 68213N109 | 25,333 | 583,699 | SH | SOLE | 306,127 | 0 | 277,572 | ||
ORBOTECH LTD | ORD | M75253100 | 7,965 | 128,094 | SH | SOLE | 66,945 | 0 | 61,149 | ||
ORION ENGINEERED CARBONS S A | COM | L72967109 | 32,759 | 1,208,815 | SH | SOLE | 918,385 | 0 | 290,430 | ||
PACIFIC PREMIER BANCORP | COM | 69478X105 | 28,933 | 719,737 | SH | SOLE | 400,020 | 0 | 319,717 | ||
PACIRA PHARMACEUTICALS INC | COM | 695127100 | 25,988 | 834,282 | SH | SOLE | 551,218 | 0 | 283,064 | ||
PAGSEGURO DIGITAL LTD | COM CL A | G68707101 | 253 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 35,966 | 198,139 | SH | SOLE | 151,173 | 0 | 46,966 | ||
PARTY CITY HOLDCO INC | COM | 702149105 | 20,593 | 1,320,060 | SH | SOLE | 689,620 | 0 | 630,440 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 88,850 | 1,171,080 | SH | SOLE | 834,499 | 0 | 336,581 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 104,411 | 1,050,409 | SH | SOLE | 792,700 | 0 | 257,709 | ||
PINNACLE FINL PARTNERS INC | COM | 72346Q104 | 17,562 | 273,545 | SH | SOLE | 140,025 | 0 | 133,520 | ||
PINNACLE FOODS INC DEL | COM | 72348P104 | 77,173 | 1,426,489 | SH | SOLE | 1,054,529 | 0 | 371,960 | ||
PIONEER NAT RES CO | COM | 723787107 | 43,955 | 255,880 | SH | SOLE | 176,410 | 0 | 79,470 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 143,923 | 2,362,109 | SH | SOLE | 1,669,583 | 0 | 692,526 | ||
PROOFPOINT INC | COM | 743424103 | 42,615 | 374,970 | SH | SOLE | 199,651 | 0 | 175,319 | ||
PROTHENA CORP PLC | SHS | G72800108 | 11,373 | 309,819 | SH | SOLE | 172,619 | 0 | 137,200 | ||
PTC INC | COM | 69370C100 | 27,361 | 350,731 | SH | SOLE | 264,141 | 0 | 86,590 | ||
PVH CORP | COM | 693656100 | 36,248 | 239,370 | SH | SOLE | 176,470 | 0 | 62,900 | ||
QTS RLTY TR INC | COM CL A | 74736A103 | 18,282 | 504,745 | SH | SOLE | 379,515 | 0 | 125,230 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 38,179 | 380,646 | SH | SOLE | 276,346 | 0 | 104,300 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 35,009 | 391,554 | SH | SOLE | 303,209 | 0 | 88,345 | ||
REALPAGE INC | COM | 75606N109 | 44,183 | 857,913 | SH | SOLE | 654,403 | 0 | 203,510 | ||
RED HAT INC | COM | 756577102 | 71,039 | 475,148 | SH | SOLE | 397,203 | 0 | 77,945 | ||
RESOLUTE ENERGY CORP | COM NEW | 76116A306 | 12,608 | 363,855 | SH | SOLE | 192,245 | 0 | 171,610 | ||
ROBERT HALF INTL INC | COM | 770323103 | 32,860 | 567,625 | SH | SOLE | 413,795 | 0 | 153,830 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 30,106 | 172,825 | SH | SOLE | 126,955 | 0 | 45,870 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 6,200 | 52,655 | SH | SOLE | 29,845 | 0 | 22,810 | ||
RSP PERMIAN INC | COM | 74978Q105 | 78,577 | 1,676,139 | SH | SOLE | 1,164,119 | 0 | 512,020 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 33,031 | 777,386 | SH | SOLE | 431,010 | 0 | 346,376 | ||
RYDER SYS INC | COM | 783549108 | 32,060 | 440,450 | SH | SOLE | 230,480 | 0 | 209,970 | ||
S&P GLOBAL INC | COM | 78409V104 | 96,363 | 504,360 | SH | SOLE | 394,029 | 0 | 110,331 | ||
SALEM MEDIA GROUP INC | CL A | 794093104 | 182 | 50,600 | SH | SOLE | 50,600 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 149,750 | 1,287,616 | SH | SOLE | 971,801 | 0 | 315,815 | ||
SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 11,493 | 705,100 | SH | SOLE | 345,320 | 0 | 359,780 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 530 | 3,100 | SH | SOLE | 3,100 | 0 | 0 | ||
SCHLUMBERGER LTD | COM | 806857108 | 312 | 4,824 | SH | SOLE | 4,824 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 150,229 | 908,000 | SH | SOLE | 693,507 | 0 | 214,493 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 46,120 | 740,767 | SH | SOLE | 557,938 | 0 | 182,829 | ||
SMITH A O | COM | 831865209 | 35,062 | 551,375 | SH | SOLE | 415,295 | 0 | 136,080 | ||
SOTHEBYS | COM | 835898107 | 22,587 | 440,200 | SH | SOLE | 331,620 | 0 | 108,580 | ||
SPDR SERIES TRUST | S&P REGL BKG | 78464A698 | 537 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 67,024 | 681,207 | SH | SOLE | 512,010 | 0 | 169,197 | ||
STAG INDL INC | COM | 85254J102 | 17,059 | 713,168 | SH | SOLE | 394,514 | 0 | 318,654 | ||
STERIS PLC | SHS USD | G84720104 | 154,448 | 1,654,326 | SH | SOLE | 1,260,773 | 0 | 393,553 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 89,608 | 2,959,310 | SH | SOLE | 2,180,349 | 0 | 778,961 | ||
SUN CMNTYS INC | COM | 866674104 | 30,162 | 330,104 | SH | SOLE | 248,324 | 0 | 81,780 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 29,176 | 361,005 | SH | SOLE | 195,221 | 0 | 165,784 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 378 | 76,300 | SH | SOLE | 76,300 | 0 | 0 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 86,907 | 464,323 | SH | SOLE | 353,923 | 0 | 110,400 | ||
TEXAS INSTRS INC | COM | 882508104 | 7,982 | 76,830 | SH | SOLE | 42,400 | 0 | 34,430 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 24,656 | 426,723 | SH | SOLE | 223,580 | 0 | 203,143 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 6,178 | 29,923 | SH | SOLE | 25,777 | 0 | 4,146 | ||
TIFFANY & CO NEW | COM | 886547108 | 36,100 | 369,645 | SH | SOLE | 271,385 | 0 | 98,260 | ||
TOPBUILD CORP | COM | 89055F103 | 47,664 | 622,893 | SH | SOLE | 516,288 | 0 | 106,605 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 64,388 | 746,440 | SH | SOLE | 575,820 | 0 | 170,620 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 76,689 | 249,849 | SH | SOLE | 188,685 | 0 | 61,164 | ||
TRANSUNION | COM | 89400J107 | 71,208 | 1,254,102 | SH | SOLE | 931,602 | 0 | 322,500 | ||
TRINSEO S A | SHS | L9340P101 | 31,571 | 426,345 | SH | SOLE | 222,785 | 0 | 203,560 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 31,974 | 131,201 | SH | SOLE | 73,837 | 0 | 57,364 | ||
ULTRA CLEAN HLDGS INC | COM | 90385V107 | 15,508 | 805,616 | SH | SOLE | 421,696 | 0 | 383,920 | ||
UNION PAC CORP | COM | 907818108 | 146,143 | 1,087,131 | SH | SOLE | 838,298 | 0 | 248,833 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 103,305 | 1,487,045 | SH | SOLE | 1,135,820 | 0 | 351,225 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 152,388 | 712,092 | SH | SOLE | 548,613 | 0 | 163,479 | ||
UNIVAR INC | COM | 91336L107 | 47,459 | 1,710,245 | SH | SOLE | 1,227,250 | 0 | 482,995 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 8,120 | 80,392 | SH | SOLE | 58,912 | 0 | 21,480 | ||
VAIL RESORTS INC | COM | 91879Q109 | 51,466 | 232,143 | SH | SOLE | 158,040 | 0 | 74,103 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 54,539 | 587,893 | SH | SOLE | 413,975 | 0 | 173,918 | ||
VENTAS INC | COM | 92276F100 | 234 | 4,719 | SH | SOLE | 4,719 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 5,339 | 111,654 | SH | SOLE | 64,464 | 0 | 47,190 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 126,652 | 777,101 | SH | SOLE | 604,068 | 0 | 173,033 | ||
VISA INC | COM CL A | 92826C839 | 239,659 | 2,003,501 | SH | SOLE | 1,558,281 | 0 | 445,220 | ||
VULCAN MATLS CO | COM | 929160109 | 31,857 | 279,029 | SH | SOLE | 209,715 | 0 | 69,314 | ||
WALMART INC | COM | 931142103 | 7,372 | 82,865 | SH | SOLE | 45,810 | 0 | 37,055 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 982 | 13,686 | SH | SOLE | 13,686 | 0 | 0 | ||
WATSCO INC | COM | 942622200 | 25,733 | 142,195 | SH | SOLE | 74,020 | 0 | 68,175 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 57,333 | 986,636 | SH | SOLE | 830,636 | 0 | 156,000 | ||
WEX INC | COM | 96208T104 | 76,228 | 486,708 | SH | SOLE | 316,126 | 0 | 170,582 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 28,178 | 621,625 | SH | SOLE | 324,820 | 0 | 296,805 | ||
WORLDPAY INC | CL A | 981558109 | 94,028 | 1,143,341 | SH | SOLE | 940,021 | 0 | 203,320 | ||
WPX ENERGY INC | COM | 98212B103 | 11,546 | 781,170 | SH | SOLE | 585,440 | 0 | 195,730 | ||
WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 19,329 | 974,251 | SH | SOLE | 508,743 | 0 | 465,508 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 26,853 | 786,094 | SH | SOLE | 592,094 | 0 | 194,000 | ||
ZENDESK INC | COM | 98936J101 | 43,646 | 911,770 | SH | SOLE | 505,050 | 0 | 406,720 | ||
ZOETIS INC | CL A | 98978V103 | 36,541 | 437,560 | SH | SOLE | 321,510 | 0 | 116,050 | ||
ZYNGA INC | CL A | 98986T108 | 471 | 128,700 | SH | SOLE | 128,700 | 0 | 0 |