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 |
ABIOMED INC | COM | 003654100 | 1,783 | 9,514 | SH | SOLE | 9,426 | 0 | 88 | ||
ADOBE SYS INC | COM | 00724F101 | 333 | 1,898 | SH | SOLE | 1,898 | 0 | 0 | ||
AEROJET ROCKETDYNE HLDGS INC | COM | 007800105 | 15,121 | 484,639 | SH | SOLE | 484,390 | 0 | 249 | ||
ALLSTATE CORP | COM | 020002101 | 4,265 | 40,734 | SH | SOLE | 11,830 | 0 | 28,904 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 23,430 | 22,242 | SH | SOLE | 10,659 | 0 | 11,583 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 1,359 | 1,299 | SH | SOLE | 1,299 | 0 | 0 | ||
ALTRA INDL MOTION CORP | COM | 02208R106 | 21,389 | 424,383 | SH | SOLE | 424,224 | 0 | 159 | ||
AMAZON COM INC | COM | 023135106 | 19,881 | 17,000 | SH | SOLE | 9,661 | 0 | 7,339 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 2,241 | 22,565 | SH | SOLE | 22,565 | 0 | 0 | ||
AMERICAN WOODMARK CORP | COM | 030506109 | 14,746 | 113,210 | SH | SOLE | 113,088 | 0 | 122 | ||
AMERIS BANCORP | COM | 03076K108 | 16,545 | 343,256 | SH | SOLE | 343,256 | 0 | 0 | ||
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 19,112 | 388,068 | SH | SOLE | 387,819 | 0 | 249 | ||
APPLE INC | COM | 037833100 | 30,521 | 180,352 | SH | SOLE | 95,352 | 0 | 85,000 | ||
APPLIED MATLS INC | COM | 038222105 | 11,518 | 225,306 | SH | SOLE | 113,441 | 0 | 111,865 | ||
APTIV PLC | SHS | G6095L109 | 8,475 | 99,903 | SH | SOLE | 47,642 | 0 | 52,261 | ||
AVERY DENNISON CORP | COM | 053611109 | 2,061 | 17,947 | SH | SOLE | 17,850 | 0 | 97 | ||
BAXTER INTL INC | COM | 071813109 | 8,191 | 126,715 | SH | SOLE | 36,217 | 0 | 90,498 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 13,666 | 232,928 | SH | SOLE | 119,762 | 0 | 113,166 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 6,816 | 274,952 | SH | SOLE | 134,284 | 0 | 140,668 | ||
BROADCOM LTD | SHS | Y09827109 | 3,249 | 12,646 | SH | SOLE | 12,646 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 11,865 | 96,443 | SH | SOLE | 55,871 | 0 | 40,572 | ||
CALLON PETE CO DEL | COM | 13123X102 | 13,643 | 1,122,896 | SH | SOLE | 1,122,896 | 0 | 0 | ||
CAMBREX CORP | COM | 132011107 | 13,947 | 290,560 | SH | SOLE | 290,560 | 0 | 0 | ||
CARBONITE INC | COM | 141337105 | 18,917 | 753,683 | SH | SOLE | 753,683 | 0 | 0 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 11,241 | 474,506 | SH | SOLE | 474,506 | 0 | 0 | ||
CAVIUM INC | COM | 14964U108 | 1,834 | 21,880 | SH | SOLE | 21,741 | 0 | 139 | ||
CHILDRENS PL INC | COM | 168905107 | 19,407 | 133,521 | SH | SOLE | 133,396 | 0 | 125 | ||
CITIZENS FINL GROUP INC | COM | 174610105 | 7,685 | 183,054 | SH | SOLE | 51,612 | 0 | 131,442 | ||
COHERENT INC | COM | 192479103 | 1,916 | 6,788 | SH | SOLE | 6,751 | 0 | 37 | ||
CONCHO RES INC | COM | 20605P101 | 9,895 | 65,868 | SH | SOLE | 24,830 | 0 | 41,038 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 11,320 | 49,525 | SH | SOLE | 22,776 | 0 | 26,749 | ||
COOPER STD HLDGS INC | COM | 21676P103 | 343 | 2,797 | SH | SOLE | 2,797 | 0 | 0 | ||
CREDICORP LTD | COM | G2519Y108 | 856 | 4,126 | SH | SOLE | 4,126 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 7,279 | 41,207 | SH | SOLE | 11,099 | 0 | 30,108 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 4,728 | 310,263 | SH | SOLE | 309,383 | 0 | 880 | ||
D R HORTON INC | COM | 23331A109 | 13,159 | 257,664 | SH | SOLE | 123,039 | 0 | 134,625 | ||
DANA INCORPORATED | COM | 235825205 | 13,152 | 410,861 | SH | SOLE | 410,861 | 0 | 0 | ||
DARDEN RESTAURANTS INC | COM | 237194105 | 374 | 3,896 | SH | SOLE | 3,896 | 0 | 0 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 2,788 | 22,084 | SH | SOLE | 22,002 | 0 | 82 | ||
EAGLE BANCORP INC MD | COM | 268948106 | 14,714 | 254,135 | SH | SOLE | 254,135 | 0 | 0 | ||
ENTEGRIS INC | COM | 29362U104 | 11,052 | 362,942 | SH | SOLE | 362,667 | 0 | 275 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 13,139 | 103,260 | SH | SOLE | 47,958 | 0 | 55,302 | ||
EURONET WORLDWIDE INC | COM | 298736109 | 7,728 | 91,710 | SH | SOLE | 46,925 | 0 | 44,785 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 10,828 | 206,094 | SH | SOLE | 205,966 | 0 | 128 | ||
EXELIXIS INC | COM | 30161Q104 | 3,226 | 106,131 | SH | SOLE | 105,857 | 0 | 274 | ||
EXTREME NETWORKS INC | COM | 30226D106 | 18,679 | 1,491,899 | SH | SOLE | 1,491,899 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 21,752 | 123,266 | SH | SOLE | 64,292 | 0 | 58,974 | ||
FERRO CORP | COM | 315405100 | 10,532 | 446,462 | SH | SOLE | 446,462 | 0 | 0 | ||
FIRSTCASH INC | COM | 33767D105 | 19,813 | 293,739 | SH | SOLE | 293,577 | 0 | 162 | ||
FIVE9 INC | COM | 338307101 | 14,690 | 590,450 | SH | SOLE | 590,450 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 4,102 | 20,163 | SH | SOLE | 5,269 | 0 | 14,894 | ||
GILEAD SCIENCES INC | COM | 375558103 | 6,184 | 86,323 | SH | SOLE | 38,048 | 0 | 48,275 | ||
GLOBAL PMTS INC | COM | 37940X102 | 9,493 | 94,707 | SH | SOLE | 48,016 | 0 | 46,691 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 11,741 | 46,087 | SH | SOLE | 19,453 | 0 | 26,634 | ||
GREEN DOT CORP | CL A | 39304D102 | 15,757 | 261,478 | SH | SOLE | 261,294 | 0 | 184 | ||
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 6,581 | 49,853 | SH | SOLE | 49,853 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 4,777 | 54,381 | SH | SOLE | 15,493 | 0 | 38,888 | ||
HOME DEPOT INC | COM | 437076102 | 15,857 | 83,666 | SH | SOLE | 40,746 | 0 | 42,920 | ||
HORIZON PHARMA PLC | SHS | G4617B105 | 13,395 | 917,471 | SH | SOLE | 917,471 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 17,812 | 201,491 | SH | SOLE | 201,322 | 0 | 169 | ||
ICU MED INC | COM | 44930G107 | 11,971 | 55,423 | SH | SOLE | 55,379 | 0 | 44 | ||
INNOVIVA INC | COM | 45781M101 | 252 | 17,724 | SH | SOLE | 17,724 | 0 | 0 | ||
INSPERITY INC | COM | 45778Q107 | 13,904 | 242,438 | SH | SOLE | 242,064 | 0 | 374 | ||
JAMES RIV GROUP LTD | COM | G5005R107 | 13,482 | 336,966 | SH | SOLE | 336,670 | 0 | 296 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 11,896 | 79,877 | SH | SOLE | 42,168 | 0 | 37,709 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 14,298 | 133,700 | SH | SOLE | 38,498 | 0 | 95,202 | ||
KENNAMETAL INC | COM | 489170100 | 19,673 | 406,392 | SH | SOLE | 298,872 | 0 | 107,520 | ||
KLX INC | COM | 482539103 | 18,643 | 273,153 | SH | SOLE | 272,965 | 0 | 188 | ||
KMG CHEMICALS INC | COM | 482564101 | 24,994 | 378,242 | SH | SOLE | 378,242 | 0 | 0 | ||
KOPPERS HOLDINGS INC | COM | 50060P106 | 20,953 | 411,642 | SH | SOLE | 411,642 | 0 | 0 | ||
LCI INDS | COM | 50189K103 | 21,831 | 167,932 | SH | SOLE | 167,837 | 0 | 95 | ||
LENDINGTREE INC NEW | COM | 52603B107 | 16,329 | 47,963 | SH | SOLE | 47,911 | 0 | 52 | ||
LGI HOMES INC | COM | 50187T106 | 15,538 | 207,096 | SH | SOLE | 206,809 | 0 | 287 | ||
LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | 12,289 | 89,748 | SH | SOLE | 89,659 | 0 | 89 | ||
LOGMEIN INC | COM | 54142L109 | 455 | 3,974 | SH | SOLE | 3,825 | 0 | 149 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 7,414 | 345,309 | SH | SOLE | 101,104 | 0 | 244,205 | ||
MASIMO CORP | COM | 574795100 | 10,815 | 127,537 | SH | SOLE | 127,537 | 0 | 0 | ||
MASTEC INC | COM | 576323109 | 25,203 | 514,877 | SH | SOLE | 514,629 | 0 | 248 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 6,905 | 45,620 | SH | SOLE | 27,874 | 0 | 17,746 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 13,248 | 209,052 | SH | SOLE | 209,052 | 0 | 0 | ||
MIMECAST LTD | ORD SHS | G14838109 | 15,455 | 539,072 | SH | SOLE | 538,714 | 0 | 358 | ||
MKS INSTRUMENT INC | COM | 55306N104 | 21,515 | 227,669 | SH | SOLE | 227,511 | 0 | 158 | ||
MOHAWK INDS INC | COM | 608190104 | 11,838 | 42,907 | SH | SOLE | 19,241 | 0 | 23,666 | ||
MRC GLOBAL INC | COM | 55345K103 | 237 | 14,007 | SH | SOLE | 14,007 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 7,869 | 40,994 | SH | SOLE | 21,210 | 0 | 19,784 | ||
NUTRI SYS INC NEW | COM | 67069D108 | 18,582 | 353,265 | SH | SOLE | 353,062 | 0 | 203 | ||
NVIDIA CORP | COM | 67066G104 | 8,601 | 44,452 | SH | SOLE | 21,961 | 0 | 22,491 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 14,961 | 113,727 | SH | SOLE | 63,931 | 0 | 49,796 | ||
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 19,030 | 357,366 | SH | SOLE | 357,117 | 0 | 249 | ||
OSHKOSH CORP | COM | 688239201 | 14,648 | 161,157 | SH | SOLE | 74,581 | 0 | 86,576 | ||
OSI SYSTEMS INC | COM | 671044105 | 11,575 | 179,795 | SH | SOLE | 179,608 | 0 | 187 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 9,119 | 309,753 | SH | SOLE | 113,857 | 0 | 195,896 | ||
PETIQ INC | COM CL A | 71639T106 | 10,531 | 482,181 | SH | SOLE | 482,181 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 21,597 | 623,639 | SH | SOLE | 623,254 | 0 | 385 | ||
POST HLDGS INC | COM | 737446104 | 8,370 | 105,645 | SH | SOLE | 53,435 | 0 | 52,210 | ||
PROOFPOINT INC | COM | 743424103 | 19,703 | 221,857 | SH | SOLE | 221,857 | 0 | 0 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 17,753 | 179,595 | SH | SOLE | 179,466 | 0 | 129 | ||
RAYTHEON CO | COM NEW | 755111507 | 1,780 | 9,477 | SH | SOLE | 9,477 | 0 | 0 | ||
RED HAT INC | COM | 756577102 | 2,179 | 18,146 | SH | SOLE | 18,146 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 8,709 | 240,052 | SH | SOLE | 240,052 | 0 | 0 | ||
ROGERS CORP | COM | 775133101 | 19,454 | 120,148 | SH | SOLE | 120,064 | 0 | 84 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 21,179 | 416,826 | SH | SOLE | 416,597 | 0 | 229 | ||
SAIA INC | COM | 78709Y105 | 20,074 | 283,729 | SH | SOLE | 283,729 | 0 | 0 | ||
STAMPS COM INC | COM NEW | 852857200 | 18,217 | 96,897 | SH | SOLE | 96,831 | 0 | 66 | ||
STANLEY BLACK & DECKER INC | COM | 854502101 | 11,235 | 66,210 | SH | SOLE | 31,783 | 0 | 34,427 | ||
STEEL DYNAMICS INC | COM | 858119100 | 793 | 18,388 | SH | SOLE | 17,865 | 0 | 523 | ||
SVB FINL GROUP | COM | 78486Q101 | 14,533 | 62,166 | SH | SOLE | 35,714 | 0 | 26,452 | ||
TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 4,271 | 38,908 | SH | SOLE | 38,808 | 0 | 100 | ||
THOR INDS INC | COM | 885160101 | 12,459 | 82,663 | SH | SOLE | 36,473 | 0 | 46,190 | ||
T MOBILE US INC | COM | 872590104 | 11,068 | 174,268 | SH | SOLE | 76,870 | 0 | 97,398 | ||
U S SILICA HLDGS INC | COM | 90346E103 | 14,741 | 452,740 | SH | SOLE | 452,502 | 0 | 238 | ||
UNITED RENTALS INC | COM | 911363109 | 6,231 | 36,246 | SH | SOLE | 36,170 | 0 | 76 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 16,243 | 73,679 | SH | SOLE | 35,254 | 0 | 38,425 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 3,894 | 22,552 | SH | SOLE | 22,507 | 0 | 45 | ||
VISTEON CORP | COM NEW | 92839U206 | 4,712 | 37,654 | SH | SOLE | 37,568 | 0 | 86 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 19,324 | 639,439 | SH | SOLE | 639,195 | 0 | 244 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 8,799 | 101,960 | SH | SOLE | 48,463 | 0 | 53,497 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 492 | 6,191 | SH | SOLE | 6,116 | 0 | 75 | ||
WINGSTOP INC | COM | 974155103 | 10,591 | 271,713 | SH | SOLE | 271,713 | 0 | 0 | ||
WOLVERINE WORLD WIDE INC | COM | 978097103 | 21,215 | 665,464 | SH | SOLE | 665,120 | 0 | 344 | ||
ZIONS BANCORPORATION | COM | 989701107 | 12,005 | 236,171 | SH | SOLE | 98,613 | 0 | 137,558 |