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
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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
WASTE CONNECTIONS US, INC. COMMON STOCK CAD 94106B101 1,763 23,479 SH   SOLE   23,479 0 0
ALBEMARLE CORPORATION COMMON STOCK USD 012653101 48,594 515,144 SH   SOLE   515,144 0 0
ANSYS, INC. COMMON STOCK USD 03662Q105 53,631 307,946 SH   SOLE   307,946 0 0
AVALONBAY COMMUNITIES, INC. REIT USD 053484101 4,218 24,544 SH   SOLE   24,544 0 0
COHERENT, INC. COMMON STOCK USD 192479103 65,004 415,797 SH   SOLE   415,797 0 0
EDWARDS LIFESCIENCES CORPORATION COMMON STOCK USD 28176E108 2,256 15,497 SH   SOLE   15,497 0 0
FIRST REPUBLIC BANK COMMON STOCK USD 33616C100 31,638 326,842 SH   SOLE   326,842 0 0
HOSPITALITY PROPERTIES TRUST REIT USD 44106M102 3,335 116,557 SH   SOLE   116,557 0 0
TRANSUNION COMMON STOCK USD 89400J107 1,871 26,086 SH   SOLE   26,086 0 0
INTUITIVE SURGICAL, INC. COMMON STOCK USD 46120E602 40,765 85,245 SH   SOLE   85,245 0 0
JACK HENRY ASSOCIATES, INC. COMMON STOCK USD 426281101 9,521 73,034 SH   SOLE   73,034 0 0
LEAR CORPORATION COMMON STOCK USD 521865204 2,842 15,293 SH   SOLE   15,293 0 0
LITTELFUSE, INC. COMMON STOCK USD 537008104 72,526 317,901 SH   SOLE   317,901 0 0
THE PROGRESSIVE CORPORATION COMMON STOCK USD 743315103 1,890 31,948 SH   SOLE   31,948 0 0
SANDERSON FARMS, INC. COMMON STOCK USD 800013104 1,393 13,249 SH   SOLE   13,249 0 0
STEEL DYNAMICS, INC. COMMON STOCK USD 858119100 33,408 727,047 SH   SOLE   727,047 0 0
RAVEN INDUSTRIES, INC. COMMON STOCK USD 754212108 10,355 269,056 SH   SOLE   269,056 0 0
PRA HEALTH SCIENCES, INC. COMMON STOCK USD 69354M108 2,064 22,118 SH   SOLE   22,118 0 0
T. ROWE PRICE GROUP, INC. COMMON STOCK USD 74144T108 132,140 1,138,364 SH   SOLE   1,116,294 0 22,070
TAKE-TWO INTERACTIVE SOFTWARE, INC. COMMON STOCK USD 874054109 1,742 14,723 SH   SOLE   14,723 0 0
OLLIE'S BARGAIN OUTLET HOLDINGS, INC. COMMON STOCK USD 681116109 1,956 26,983 SH   SOLE   26,983 0 0
WATSCO, INC. COMMON STOCK USD 942622200 28,271 158,819 SH   SOLE   129,366 0 29,453
WATTS WATER TECHNOLOGIES, INC. COMMON STOCK USD 942749102 1,861 23,728 SH   SOLE   23,728 0 0
FOX FACTORY HOLDING CORP. COMMON STOCK USD 35138V102 17,269 371,781 SH   SOLE   371,781 0 0
LAMB WESTON HOLDINGS, INC. COMMON STOCK USD 513272104 64,957 948,969 SH   SOLE   948,969 0 0
AG MORTGAGE INVESTMENT TRUST, INC. REIT USD 001228105 588 31,269 SH   SOLE   31,269 0 0
INSULET CORPORATION COMMON STOCK USD 45784P101 47,581 555,272 SH   SOLE   555,272 0 0
VEEVA SYSTEMS INC. COMMON STOCK USD 922475108 6,164 80,192 SH   SOLE   80,192 0 0
BURLINGTON STORES, INC. COMMON STOCK USD 122017106 128,274 851,848 SH   SOLE   851,848 0 0
NEW RESIDENTIAL INVESTMENT CORP. REIT USD 64828T201 15,906 909,447 SH   SOLE   909,447 0 0
EVERBRIDGE, INC. COMMON STOCK USD 29978A104 5,337 112,592 SH   SOLE   112,592 0 0
ENTEGRIS, INC. COMMON STOCK USD 29362U104 6,754 199,516 SH   SOLE   199,516 0 0
TAYLOR MORRISON HOME CORPORATION COMMON STOCK USD 87724P106 1,136 54,698 SH   SOLE   54,698 0 0
BRITISH AMERICAN TOBACCO P.L.C. ADR USD 110448107 15,861 314,142 SH   SOLE   237,472 0 76,670
HOULIHAN LOKEY, INC. COMMON STOCK USD 441593100 1,721 33,598 SH   SOLE   33,598 0 0
PJT PARTNERS INC. COMMON STOCK USD 69343T107 1,957 36,654 SH   SOLE   36,654 0 0
PENN VIRGINIA CORPORATION COMMON STOCK USD 70788V102 1,781 21,000 SH   SOLE   21,000 0 0
TITAN MACHINERY INC. COMMON STOCK USD 88830R101 1,329 85,443 SH   SOLE   85,443 0 0
BLACKSTONE MORTGAGE TRUST, INC. REIT USD 09257W100 6,579 209,382 SH   SOLE   209,382 0 0
GRANITE POINT MORTGAGE TRUST INC. REIT USD 38741L107 12,472 680,395 SH   SOLE   680,395 0 0
TWO HARBORS INVESTMENT CORP. REIT USD 90187B408 12,185 771,183 SH   SOLE   771,183 0 0
PLANET FITNESS, INC. COMMON STOCK USD 72703H101 2,011 45,850 SH   SOLE   45,850 0 0
MINDBODY, INC. COMMON STOCK USD 60255W105 12,248 317,309 SH   SOLE   317,309 0 0
WORLDPAY SF, INC. COMMON STOCK USD 981558109 81,657 998,371 SH   SOLE   998,371 0 0
LIVE OAK BANKING COMPANY COMMON STOCK USD 53803X105 2,130 69,609 SH   SOLE   69,609 0 0
FIRST CITIZENS BANCSHARES, INC. COMMON STOCK USD 31946M103 1,781 4,422 SH   SOLE   4,422 0 0
NOVANTA INC. COMMON STOCK USD 67000B104 31,096 499,341 SH   SOLE   499,341 0 0
ON ASSIGNMENT INC COMMON STOCK USD 00191U102 52,679 673,645 SH   SOLE   673,645 0 0
EXACT SCIENCES CORPORATION COMMON STOCK USD 30063P105 46,879 784,068 SH   SOLE   784,068 0 0
BROADCOM INC. COMMON STOCK USD 11135F101 83,069 342,043 SH   SOLE   317,224 0 24,819
EPAM SYSTEMS, INC. COMMON STOCK USD 29414B104 35,772 287,512 SH   SOLE   287,512 0 0
BANKUNITED, INC. COMMON STOCK USD 06652K103 1,082 26,496 SH   SOLE   26,496 0 0
MSG NETWORKS INC. COMMON STOCK USD 553573106 719 30,033 SH   SOLE   30,033 0 0
CONTINENTAL BUILDING PRODUCTS INC. COMMON STOCK USD 211171103 4,596 145,714 SH   SOLE   145,714 0 0
VICI PROPERTIES INC. REIT USD 925652109 1,234 59,792 SH   SOLE   59,792 0 0
BANDWIDTH INC. COMMON STOCK USD 05988J103 6,790 178,788 SH   SOLE   178,788 0 0
AETNA INC. COMMON STOCK USD 00817Y108 46,896 255,270 SH   SOLE   255,270 0 0
CME GROUP INC. COMMON STOCK USD 12572Q105 85,187 519,727 SH   SOLE   486,788 0 32,939
RED HAT, INC. COMMON STOCK USD 756577102 1,314 9,779 SH   SOLE   9,779 0 0
SVB FINANCIAL GROUP COMMON STOCK USD 78486Q101 66,969 231,888 SH   SOLE   231,888 0 0
HEXCEL CORPORATION COMMON STOCK USD 428291108 20,681 311,643 SH   SOLE   311,643 0 0
TECK RESOURCES LIMITED COMMON STOCK CAD 878742204 1,227 48,221 SH   SOLE   48,221 0 0
MEDICAL PROPERTIES TRUST, INC. REIT USD 58463J304 6,462 460,253 SH   SOLE   460,253 0 0
WELLCARE HEALTH PLANS, INC. COMMON STOCK USD 94946T106 1,822 7,404 SH   SOLE   7,404 0 0
ACTIVISION BLIZZARD, INC. COMMON STOCK USD 00507V109 52,866 692,690 SH   SOLE   692,690 0 0
WELLTOWER INC. REIT USD 95040Q104 8,800 140,356 SH   SOLE   140,356 0 0
THE ALLSTATE CORPORATION COMMON STOCK USD 020002101 2,100 23,015 SH   SOLE   23,015 0 0
VISA INC. COMMON STOCK USD 92826C839 84,822 639,343 SH   SOLE   639,343 0 0
MOHAWK INDUSTRIES, INC. COMMON STOCK USD 608190104 3,117 14,546 SH   SOLE   14,546 0 0
NASDAQ, INC. COMMON STOCK USD 631103108 2,233 24,465 SH   SOLE   24,465 0 0
PRAXAIR, INC. COMMON STOCK USD 74005P104 56,438 356,798 SH   SOLE   356,798 0 0
KEURIG DR PEPPER INC. COMMON STOCK USD 26138E109 1,103 9,037 SH   SOLE   9,037 0 0
REINSURANCE GROUP OF AMERICA, INCORPORATED COMMON STOCK USD 759351604 1,625 12,171 SH   SOLE   12,171 0 0
ELECTRONIC ARTS INC. COMMON STOCK USD 285512109 3,886 27,555 SH   SOLE   27,555 0 0
EOG RESOURCES, INC. COMMON STOCK USD 26875P101 134,378 1,079,778 SH   SOLE   1,079,778 0 0
WASTE MANAGEMENT, INC. COMMON STOCK USD 94106L109 2,035 25,022 SH   SOLE   25,022 0 0
CISCO SYSTEMS, INC. COMMON STOCK USD 17275R102 34,791 808,707 SH   SOLE   711,687 0 97,020
IDEXX LABORATORIES, INC. COMMON STOCK USD 45168D104 2,260 10,368 SH   SOLE   10,368 0 0
TETRA TECH, INC. COMMON STOCK USD 88162G103 84,441 1,443,437 SH   SOLE   1,443,437 0 0
NATIONAL HEALTH INVESTORS, INC. REIT USD 63633D104 1,847 25,066 SH   SOLE   25,066 0 0
UNITED RENTALS, INC. COMMON STOCK USD 911363109 1,588 10,755 SH   SOLE   10,755 0 0
FEDERATED INVESTORS, INC. COMMON STOCK USD 314211103 814 34,926 SH   SOLE   34,926 0 0
NVIDIA CORPORATION COMMON STOCK USD 67066G104 3,024 12,767 SH   SOLE   12,767 0 0
AMERICAN CAMPUS COMMUNITIES, INC. REIT USD 024835100 3,765 87,813 SH   SOLE   87,813 0 0
MEDIFAST, INC. COMMON STOCK USD 58470H101 1,945 12,138 SH   SOLE   12,138 0 0
ROSS STORES, INC. COMMON STOCK USD 778296103 2,239 26,422 SH   SOLE   26,422 0 0
UNITEDHEALTH GROUP INCORPORATED COMMON STOCK USD 91324P102 3,712 15,126 SH   SOLE   15,126 0 0
MAGNA INTERNATIONAL INC. COMMON STOCK CAD 559222401 1,981 34,094 SH   SOLE   34,094 0 0
MICROSOFT CORPORATION COMMON STOCK USD 594918104 53,589 543,427 SH   SOLE   482,140 0 61,287
MONOLITHIC POWER SYSTEMS, INC. COMMON STOCK USD 609839105 8,125 60,809 SH   SOLE   60,809 0 0
TOLL BROTHERS, INC. COMMON STOCK USD 889478103 722 19,526 SH   SOLE   19,526 0 0
ADOBE SYSTEMS INCORPORATED COMMON STOCK USD 00724F101 21,638 88,833 SH   SOLE   88,833 0 0
MAXIM INTEGRATED PRODUCTS, INC. COMMON STOCK USD 57772K101 48,653 830,192 SH   SOLE   723,997 0 106,195
MERCADOLIBRE S.R.L COMMON STOCK USD 58733R102 14,947 50,000 SH   SOLE   50,000 0 0
INSPERITY, INC. COMMON STOCK USD 45778Q107 16,819 176,888 SH   SOLE   176,888 0 0
DOMINO'S PIZZA, INC. COMMON STOCK USD 25754A201 1,929 6,836 SH   SOLE   6,836 0 0
XYLEM INC. COMMON STOCK USD 98419M100 78,478 1,164,706 SH   SOLE   1,164,706 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR USD 874039100 56,651 1,552,162 SH   SOLE   1,314,690 0 237,472
MEDIDATA SOLUTIONS, INC. COMMON STOCK USD 58471A105 2,184 27,114 SH   SOLE   27,114 0 0
AMAZON.COM, INC. COMMON STOCK USD 023135106 141,309 83,186 SH   SOLE   83,186 0 0
FACEBOOK, INC. COMMON STOCK USD 30303M102 178,488 918,622 SH   SOLE   918,622 0 0
INGREDION INCORPORATED COMMON STOCK USD 457187102 26,970 243,633 SH   SOLE   243,633 0 0
MARKETAXESS HOLDINGS INC. COMMON STOCK USD 57060D108 74,131 374,712 SH   SOLE   374,712 0 0
JPMORGAN CHASE CO. COMMON STOCK USD 46625H100 134,762 1,291,504 SH   SOLE   1,239,457 0 52,047
LOCKHEED MARTIN CORPORATION COMMON STOCK USD 539830109 60,019 203,019 SH   SOLE   194,546 0 8,473
PFIZER INC. COMMON STOCK USD 717081103 24,185 666,257 SH   SOLE   584,869 0 81,388
THE BOEING COMPANY COMMON STOCK USD 097023105 47,712 142,225 SH   SOLE   127,533 0 14,692
NEXTERA ENERGY, INC. COMMON STOCK USD 65339F101 56,205 336,507 SH   SOLE   312,520 0 23,987
CHEVRON CORPORATION COMMON STOCK USD 166764100 59,869 473,873 SH   SOLE   435,267 0 38,606
EXXON MOBIL CORPORATION COMMON STOCK USD 30231G102 1,883 22,740 SH   SOLE   22,740 0 0
TEXAS INSTRUMENTS INCORPORATED COMMON STOCK USD 882508104 2,894 26,256 SH   SOLE   26,256 0 0
UNION PACIFIC CORPORATION COMMON STOCK USD 907818108 1,527 10,774 SH   SOLE   10,774 0 0
ALCOA CORPORATION COMMON STOCK USD 013872106 1,516 32,286 SH   SOLE   32,286 0 0
EMERSON ELECTRIC CO. COMMON STOCK USD 291011104 2,945 42,942 SH   SOLE   0 0 42,942
APPLIED MATERIALS, INC. COMMON STOCK USD 038222105 1,489 32,249 SH   SOLE   32,249 0 0
ABBVIE INC. COMMON STOCK USD 00287Y109 42,220 455,626 SH   SOLE   388,315 0 67,311
COLGATE-PALMOLIVE COMPANY COMMON STOCK USD 194162103 34,052 525,414 SH   SOLE   525,414 0 0
JOHNSON JOHNSON COMMON STOCK USD 478160104 23,017 189,549 SH   SOLE   145,724 0 43,825
RAYTHEON COMPANY COMMON STOCK USD 755111507 2,091 10,820 SH   SOLE   10,820 0 0
TERADYNE, INC. COMMON STOCK USD 880770102 45,914 1,206,360 SH   SOLE   1,206,360 0 0
T-MOBILE USA, INC. COMMON STOCK USD 872590104 1,731 28,979 SH   SOLE   28,979 0 0
THE CLOROX COMPANY COMMON STOCK USD 189054109 23,408 173,278 SH   SOLE   137,501 0 35,777
KEYCORP COMMON STOCK USD 493267108 1,265 64,764 SH   SOLE   64,764 0 0
BAXTER INTERNATIONAL INC. COMMON STOCK USD 071813109 2,241 30,349 SH   SOLE   30,349 0 0
ZOETIS INC. COMMON STOCK USD 98978V103 2,433 28,553 SH   SOLE   28,553 0 0
AVERY DENNISON CORPORATION COMMON STOCK USD 053611109 87,447 856,571 SH   SOLE   856,571 0 0
NUCOR CORPORATION COMMON STOCK USD 670346105 20,458 327,228 SH   SOLE   294,314 0 32,914
DOLLAR GENERAL CORPORATION COMMON STOCK USD 256677105 2,148 21,787 SH   SOLE   21,787 0 0
EVERCORE INC. COMMON STOCK USD 29977A105 8,340 79,076 SH   SOLE   79,076 0 0
SUNTRUST BANKS, INC. COMMON STOCK USD 867914103 2,083 31,553 SH   SOLE   31,553 0 0
BANK OF AMERICA CORPORATION COMMON STOCK USD 060505104 1,002 35,523 SH   SOLE   35,523 0 0
BEST BUY CO., INC. COMMON STOCK USD 086516101 1,517 20,340 SH   SOLE   20,340 0 0
GREEN DOT CORPORATION COMMON STOCK USD 39304D102 20,933 285,532 SH   SOLE   285,532 0 0
SERVICENOW, INC. COMMON STOCK USD 81762P102 8,751 50,724 SH   SOLE   50,724 0 0
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC. REIT USD 03762U105 3,064 167,604 SH   SOLE   167,604 0 0
STARWOOD PROPERTY TRUST, INC. REIT USD 85571B105 8,786 404,711 SH   SOLE   404,711 0 0
AFLAC INCORPORATED COMMON STOCK USD 001055102 2,038 47,377 SH   SOLE   47,377 0 0
CONSTELLATION BRANDS, INC. COMMON STOCK USD 21036P108 74,126 338,444 SH   SOLE   338,444 0 0
LINCOLN ELECTRIC HOLDINGS, INC. COMMON STOCK USD 533900106 28,547 325,317 SH   SOLE   325,317 0 0
KAR AUCTION SERVICES, INC. COMMON STOCK USD 48238T109 39,005 711,637 SH   SOLE   711,637 0 0
THE PNC FINANCIAL SERVICES GROUP, INC. COMMON STOCK USD 693475105 2,150 15,912 SH   SOLE   15,912 0 0
LAM RESEARCH CORPORATION COMMON STOCK USD 512807108 32,929 190,528 SH   SOLE   190,528 0 0
WEIBO CORPORATION ADR USD 948596101 4,348 49,000 SH   SOLE   49,000 0 0
FIRST AMERICAN FINANCIAL CORPORATION COMMON STOCK USD 31847R102 1,150 22,243 SH   SOLE   22,243 0 0
ZIONS BANCORPORATION COMMON STOCK USD 989701107 51,386 975,247 SH   SOLE   975,247 0 0
FEDEX CORPORATION COMMON STOCK USD 31428X106 2,274 10,012 SH   SOLE   10,012 0 0
ALIBABA GROUP HOLDING LIMITED ADR USD 01609W102 36,969 199,400 SH   SOLE   199,400 0 0
EATON VANCE CORP. COMMON STOCK USD 278265103 1,908 36,562 SH   SOLE   36,562 0 0
APPLE INC. COMMON STOCK USD 037833100 37,449 204,738 SH   SOLE   204,738 0 0
FIVE BELOW, INC. COMMON STOCK USD 33829M101 1,760 18,016 SH   SOLE   18,016 0 0
KLA-TENCOR CORPORATION COMMON STOCK USD 482480100 1,657 16,166 SH   SOLE   16,166 0 0
FIFTH THIRD BANCORP COMMON STOCK USD 316773100 1,023 35,635 SH   SOLE   35,635 0 0
THE HOME DEPOT, INC. COMMON STOCK USD 437076102 3,806 19,506 SH   SOLE   19,506 0 0
MICRON TECHNOLOGY, INC. COMMON STOCK USD 595112103 11,933 227,553 SH   SOLE   227,553 0 0
PILGRIM'S PRIDE CORPORATION COMMON STOCK USD 72147K108 1,073 53,354 SH   SOLE   53,354 0 0
CITIZENS FINANCIAL GROUP, INC. COMMON STOCK USD 174610105 1,734 44,568 SH   SOLE   44,568 0 0
NUVEEN CREDIT STRATEGIES INCOME FUND CLOSED-END FUND USD 67073B106 5,704 611,341 SH   SOLE   611,341 0 0
SUNCOR ENERGY INC. COMMON STOCK CAD 867224107 2,660 65,419 SH   SOLE   65,419 0 0
TOPBUILD CORP. COMMON STOCK USD 89055F103 27,750 354,400 SH   SOLE   354,400 0 0
MARTEN TRANSPORT, LTD. COMMON STOCK USD 573075108 7,195 307,236 SH   SOLE   307,236 0 0
SANTANDER CONSUMER USA HOLDINGS INC. COMMON STOCK USD 80283M101 1,426 74,687 SH   SOLE   74,687 0 0
ALPHABET INC. COMMON STOCK USD 02079K107 140,571 126,008 SH   SOLE   126,008 0 0
ALPHABET INC. COMMON STOCK USD 02079K305 71,295 63,138 SH   SOLE   63,138 0 0
CDW CORPORATION COMMON STOCK USD 12514G108 12,590 155,860 SH   SOLE   155,860 0 0
58.COM INC. ADR USD 31680Q104 12,706 183,300 SH   SOLE   183,300 0 0