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
AIR CANADA CL A COM 008911877 5,608 150,100 SH   SOLE   150,100 0 0
2U INC COM 90214J101 29,333 1,222,700 SH   SOLE   1,222,700 0 0
ABBOTT LABORATORIES COM 002824100 806,434 9,284,302 SH   SOLE   8,949,477 0 334,825
ABIOMED INC. COM 003654100 525,902 3,082,840 SH   SOLE   3,082,840 0 0
ACCURAY INC. COM 004397105 12,714 4,508,595 SH   SOLE   4,508,595 0 0
ACTIVISION BLIZZARD COM 00507V109 497,934 8,379,900 SH   SOLE   8,098,950 0 280,950
ACUITY BRANDS COM 00508Y102 966 7,000 SH   SOLE   7,000 0 0
ADIENT PLC COM G0084W101 1,562 73,520 SH   SOLE   73,520 0 0
ADOBE INC COM 00724F101 5,000,312 15,161,190 SH   SOLE   14,759,380 0 401,810
AECOM COM 00766T100 954,712 22,135,684 SH   SOLE   20,913,533 0 1,222,151
AGILENT TECHNOLOGIES COM 00846U101 374,605 4,391,106 SH   SOLE   3,996,316 0 394,790
ALASKA AIRGROUP INC. COM 011659109 409,076 6,038,017 SH   SOLE   6,038,017 0 0
ALBEMARLE CORP COM 012653101 423,495 5,798,130 SH   SOLE   5,528,230 0 269,900
ALCON INC COM H01301128 266,008 4,702,281 SH   SOLE   4,581,057 0 121,224
ALEXANDRIA REAL ESTATE EQUIT COM 015271109 4,282 26,500 SH   SOLE   26,500 0 0
ALIBABA GROUP HOLDING COM 01609W102 3,176,186 14,974,946 SH   SOLE   14,592,841 0 382,105
ALKERMES COM G01767105 287,644 14,100,176 SH   SOLE   13,678,504 0 421,672
ALLEGIANT TRAVEL CO COM 01748X102 7,936 45,600 SH   SOLE   45,600 0 0
ALPHABET INC CLASS A COM 02079k305 2,488,462 1,857,907 SH   SOLE   1,783,120 0 74,787
ALPHABET INC CLASS C COM 02079k107 2,334,429 1,745,994 SH   SOLE   1,693,542 0 52,452
ALTAIR ENGINEERING COM 021369103 47,997 1,336,600 SH   SOLE   1,336,600 0 0
ALTRIA GROUP INC. COM 02209S103 39,350 788,424 SH   SOLE   788,424 0 0
AMAZON.COM INC COM 023135106 567,486 307,108 SH   SOLE   305,208 0 1,900
AMERICAN AIRLINES GROUP COM 02376R102 1,963,431 68,459,946 SH   SOLE   66,841,931 0 1,618,015
AMERICAN EXPRESS CO. COM 025816109 2,340 18,800 SH   SOLE   18,800 0 0
AMGEN INC. COM 031162100 4,410,861 18,297,015 SH   SOLE   17,763,955 0 533,060
AMICUS THERAPEUTICS INC COM 03152W109 22,353 2,295,000 SH   SOLE   2,295,000 0 0
ANALOG DEVICES COM 032654105 527,204 4,436,250 SH   SOLE   4,309,500 0 126,750
ANGI HOMESERVICES INC- A COM 00183L102 5,979 705,962 SH   SOLE   705,962 0 0
APPLE INC COM 037833100 246,901 840,800 SH   SOLE   840,800 0 0
APPLIED MATERIALS COM 038222105 303,896 4,978,635 SH   SOLE   4,682,480 0 296,155
ARBUTUS BIOPHARMA CORP COM 03879J100 1,668 600,000 SH   SOLE   600,000 0 0
ARENA PHARMACEUTICALS COM 040047607 58,637 1,291,000 SH   SOLE   1,291,000 0 0
ARISTA NETWORKS COM 040413106 5,187 25,500 SH   SOLE   23,900 0 1,600
ARLO TECHNOLOGIES INC COM 04206A101 20,786 4,937,340 SH   SOLE   4,536,570 0 400,770
ARMSTRONG WORLD INDS INC COM 04247X102 4,417 47,000 SH   SOLE   47,000 0 0
ASCENA RETAIL GROUP COM 04351G200 1,684 219,650 SH   SOLE   219,650 0 0
ASML HOLDING NV COM N07059210 431,218 1,457,112 SH   SOLE   1,400,353 0 56,759
ASTRAZENECA COM 046353108 2,930,889 58,782,366 SH   SOLE   55,988,616 0 2,793,750
AT HOME INC. COM 04650Y100 479 87,100 SH   SOLE   87,100 0 0
AUTODESK INC. COM 052769106 19,630 107,000 SH   SOLE   107,000 0 0
AUTOZONE INC. COM 053332102 4,318 3,625 SH   SOLE   3,625 0 0
AXCELIS TECHNOLOGIES COM 054540208 69,661 2,891,100 SH   SOLE   2,891,100 0 0
AXON ENTERPRISE INC COM 05464C101 31,291 427,000 SH   SOLE   427,000 0 0
AXOVANT GENE THERAPIES LTD COM G0750W203 617 120,425 SH   SOLE   120,425 0 0
BAIDU INC - SPON ADR COM 056752108 19,416 153,605 SH   SOLE   153,605 0 0
BANKAMERICA CORP NEW COM 060505104 1,324,130 37,595,961 SH   SOLE   36,416,506 0 1,179,455
BEIGENE LTD-ADR COM 07725L102 165,524 998,577 SH   SOLE   998,577 0 0
BIOGEN INC. COM 09062X103 4,507,175 15,189,481 SH   SOLE   14,802,489 0 386,992
BIOMARIN PHARMA COM 09061G101 1,380,644 16,329,320 SH   SOLE   15,522,422 0 806,898
BIONTECH SE COM 09075V102 72,103 2,128,182 SH   SOLE   2,128,182 0 0
BJ'S WHOLESALE CLUB HOLDINGS COM 05550J101 3,934 173,000 SH   SOLE   173,000 0 0
BLACKBERRY LTD COM 09228F103 461,537 71,890,462 SH   SOLE   70,080,612 0 1,809,850
BLOOM ENERGY CORP- A COM 093712107 527 70,600 SH   SOLE   70,600 0 0
BOEING CO. COM 097023105 364,502 1,118,929 SH   SOLE   1,118,929 0 0
BOOT BARN HOLDINGS COM 099406100 18,035 405,000 SH   SOLE   405,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,015,800 44,577,625 SH   SOLE   43,850,608 0 727,017
BRISTOL-MYERS SQUIBB COM 110122108 1,464,935 22,821,855 SH   SOLE   21,902,217 0 919,638
BURLINGTON STORES COM 122017106 9,406 41,250 SH   SOLE   41,250 0 0
CABOT OIL & GAS CORP COM 127097103 85,646 4,919,354 SH   SOLE   4,590,450 0 328,904
CALAVO GROWERS COM 128246105 10,409 114,900 SH   SOLE   114,900 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 54,176 9,488,000 SH   SOLE   9,488,000 0 0
CAMECO CORP COM 13321L108 2,043 229,500 SH   SOLE   229,500 0 0
CAMPING WORLD HOLDINGS INC A COM 13462K109 5,351 363,000 SH   SOLE   363,000 0 0
CAPRI HOLDINGS LIMITED COM G1890L107 144,707 3,793,100 SH   SOLE   3,530,400 0 262,700
CARMAX INC. COM 143130102 951,125 10,848,923 SH   SOLE   10,050,663 0 798,260
CARNIVAL CORP COM 143658300 1,119,098 22,016,482 SH   SOLE   20,810,759 0 1,205,723
CATERPILLAR INC DEL COM 149123101 1,368,970 9,269,843 SH   SOLE   9,028,737 0 241,106
CBOE GLOBAL MARKETS COM 12503M108 99,624 830,200 SH   SOLE   805,000 0 25,200
CELANESE CORP COM 150870103 1,348 10,950 SH   SOLE   0 0 10,950
CERENCE INC COM 156727109 21,431 947,017 SH   SOLE   821,538 0 125,479
CERNER CORP COM 156782104 1,424 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 47,686 11,300,000 SH   SOLE   11,300,000 0 0
CHARLES RIVER LAB COM 159864107 58,385 382,200 SH   SOLE   382,200 0 0
CHARTER COMMUNICATIONS COM 16119P108 78,437 161,700 SH   SOLE   161,700 0 0
CHEGG INC COM 163092109 222,240 5,862,300 SH   SOLE   5,862,300 0 0
CIRCOR CORP COM 17273K109 8,323 180,000 SH   SOLE   180,000 0 0
CISCO SYSTEMS INC COM 17275R102 898,480 18,733,936 SH   SOLE   17,720,454 0 1,013,482
CITIGROUP INC. COM 172967424 478,608 5,990,841 SH   SOLE   5,637,540 0 353,301
COLFAX COM 194014106 20,216 555,700 SH   SOLE   513,600 0 42,100
COMCAST CORP CABLE COM 20030N101 82,246 1,828,900 SH   SOLE   1,828,900 0 0
COMSCORE COM 20564W105 38,879 7,870,285 SH   SOLE   7,870,285 0 0
CONSTELLATION BRANDS INC.-A COM 21036P108 8,653 45,600 SH   SOLE   45,600 0 0
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,375 132,000 SH   SOLE   132,000 0 0
CORNERSTONE BUILDING BRANDS COM 21925D109 2,893 340,000 SH   SOLE   340,000 0 0
CORNING INC COM 219350105 437,438 15,027,075 SH   SOLE   14,619,175 0 407,900
CORTEVA INC COM 22052L104 69,227 2,341,918 SH   SOLE   2,252,065 0 89,853
CREE INC. COM 225447101 367,160 7,955,789 SH   SOLE   7,589,729 0 366,060
CROWDSTRIKE HOLDINGS INC A COM 22788C105 8,148 163,390 SH   SOLE   163,390 0 0
CSX CORP. COM 126408103 53,127 734,200 SH   SOLE   734,200 0 0
CURTISS WRIGHT COM 231561101 186,905 1,326,600 SH   SOLE   1,326,600 0 0
CVS HEALTH CORP COM 126650100 443,796 5,973,830 SH   SOLE   5,723,430 0 250,400
CYBERARK SOFTWARE LTD/ISRAEL COM M2682V108 3,299 28,300 SH   SOLE   28,300 0 0
DEERE & CO COM 244199105 109,431 631,600 SH   SOLE   631,600 0 0
DELL TECHNOLOGIES COM 24703L202 29,876 581,364 SH   SOLE   560,239 0 21,125
DELTA AIR LINES DEL COM 247361702 1,658,177 28,354,605 SH   SOLE   27,522,705 0 831,900
DESCARTES SYS GRP INC COM 249906108 300,049 7,023,609 SH   SOLE   6,991,509 0 32,100
DEXTERA SURGICAL INC COM 252ESC108 0 576,840 SH   SOLE   576,840 0 0
DIEBOLD NIXDORF COM 253651103 3,115 295,000 SH   SOLE   295,000 0 0
DIGIMARC COM 25381B101 11,914 355,000 SH   SOLE   355,000 0 0
DISCOVER FIN SVCS COM 254709108 1,088,245 12,830,046 SH   SOLE   12,497,013 0 333,033
DISNEY WALT CO. COM 254687106 501,912 3,470,320 SH   SOLE   3,450,390 0 19,930
DOW INC. COM 260557103 135,509 2,475,956 SH   SOLE   2,387,577 0 88,379
DUPONT DE NEMOURS INC COM 26614N102 147,998 2,305,261 SH   SOLE   2,228,026 0 77,235
DXC TECHNOLOGIES CO COM 23355L106 86,571 2,303,029 SH   SOLE   2,238,243 0 64,786
E TRADE FINANCIAL COM 269246401 649,302 14,311,265 SH   SOLE   13,775,245 0 536,020
EBAY INC. COM 278642103 124,709 3,453,600 SH   SOLE   3,453,600 0 0
EDWARDS LIFE COM 28176E108 124,810 535,000 SH   SOLE   535,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 901,122 30,598,365 SH   SOLE   29,698,027 0 900,338
ELECTRONIC ARTS INC. COM 285512109 105,814 984,225 SH   SOLE   949,250 0 34,975
ENTEGRIS INC COM 29362U104 231,729 4,626,257 SH   SOLE   4,571,276 0 54,981
ENTERCOM COMMS CORP COM 293639100 1,392 300,000 SH   SOLE   300,000 0 0
EOG RESOURCES INC. COM 26875P101 180,820 2,158,792 SH   SOLE   2,146,867 0 11,925
EPIZYME COM 29428V104 336,014 13,659,104 SH   SOLE   13,659,104 0 0
ERICSSON COM 294821608 1,175,012 133,828,272 SH   SOLE   129,115,972 0 4,712,300
EXACT SCIENCES CORP COM 30063p105 139,321 1,506,500 SH   SOLE   1,506,500 0 0
FACEBOOK INC. COM 30303M102 26,354 128,400 SH   SOLE   128,400 0 0
FARO TECHNOLOGIES INC. COM 311642102 43,924 872,378 SH   SOLE   872,378 0 0
FEDEX CORP COM 31428X106 2,222,810 14,700,149 SH   SOLE   14,380,051 0 320,098
FIBROGEN INC COM 31572Q808 44,750 1,043,374 SH   SOLE   1,043,374 0 0
FIVE BELOW COM 33829M101 1,688 13,200 SH   SOLE   13,200 0 0
FLEX LTD COM Y2573F102 968,755 76,763,434 SH   SOLE   73,002,028 0 3,761,406
FLUIDIGM CORP. COM 34385P108 22,543 6,477,843 SH   SOLE   6,477,843 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 25,969 791,750 SH   SOLE   791,750 0 0
FORMFACTOR INC COM 346375108 115,485 4,446,875 SH   SOLE   4,446,875 0 0
GENERAL DYNAMICS CORP COM 369550108 160,032 907,470 SH   SOLE   905,680 0 1,790
GILBRALTAR INDUSTRIES COM 374689107 13,054 258,800 SH   SOLE   258,800 0 0
GILDAN ACTIVEWEAR COM 375916103 33,664 1,140,000 SH   SOLE   1,140,000 0 0
GLAUKOS COM 377322102 17,332 318,200 SH   SOLE   318,200 0 0
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 26,282 559,300 SH   SOLE   551,400 0 7,900
GREIF CL B COM 397624206 1,708 33,000 SH   SOLE   33,000 0 0
HABIT BURGER COM 40449J103 3,400 326,000 SH   SOLE   326,000 0 0
HAWAIIAN HOLDINGS INC. COM 419879101 27,919 953,200 SH   SOLE   953,200 0 0
HESS CORPORATION COM 42809H107 544,456 8,149,315 SH   SOLE   7,905,665 0 243,650
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,339,198 84,438,741 SH   SOLE   81,600,164 0 2,838,577
HILTON WORLDWIDE HOLDINGS COM 43300A203 70,446 635,165 SH   SOLE   635,165 0 0
HONEYWELL INTL. INC. COM 438516106 324,415 1,832,855 SH   SOLE   1,800,510 0 32,345
HP INC. COM 40434L105 944,219 45,947,376 SH   SOLE   44,476,942 0 1,470,434
HUBSPOT INC COM 443573100 70,017 441,750 SH   SOLE   441,750 0 0
IDEX CORP COM 45167R104 100,060 581,745 SH   SOLE   514,105 0 67,640
ILLUMINA INC COM 452327109 314,749 948,783 SH   SOLE   916,430 0 32,353
IMAX CORP. COM 45245E109 112,745 5,518,600 SH   SOLE   5,518,600 0 0
IMMUNOGEN COM 45253H101 18,761 3,674,927 SH   SOLE   3,674,927 0 0
INGEVITY CORP COM 45688C107 1,686 19,300 SH   SOLE   19,300 0 0
INSULET CORP. COM 45784P101 488,992 2,856,259 SH   SOLE   2,856,259 0 0
INTEL CORP COM 458140100 1,493,728 24,957,861 SH   SOLE   23,953,604 0 1,004,257
INTUIT INC COM 461202103 667,238 2,547,391 SH   SOLE   2,466,041 0 81,350
IROBOT CORP COM 462726100 201,897 3,987,700 SH   SOLE   3,987,700 0 0
JABIL INC COM 466313103 157,424 3,808,950 SH   SOLE   3,488,750 0 320,200
JACOBS ENGINEERING GROUP INC COM 469814107 695,214 7,739,222 SH   SOLE   7,292,537 0 446,685
JET BLUE AIRWAYS COM 477143101 420,737 22,475,275 SH   SOLE   21,574,572 0 900,703
JPMORGAN CHASE & CO. COM 46625H100 3,078,432 22,083,445 SH   SOLE   21,226,576 0 856,869
KEYSIGHT TECHNOLOGIES COM 49338L103 302,538 2,947,850 SH   SOLE   2,772,130 0 175,720
KLA CORP COM 482480100 1,832,556 10,285,435 SH   SOLE   10,080,479 0 204,956
KROGER CO COM 501044101 9,161 316,000 SH   SOLE   316,000 0 0
L BRANDS INC. COM 501797104 331,215 18,278,971 SH   SOLE   17,448,322 0 830,649
LAS VEGAS SANDS CORP. COM 517834107 57,434 831,900 SH   SOLE   831,900 0 0
LILLY ELI & CO COM 532457108 5,667,882 43,124,718 SH   SOLE   41,782,957 0 1,341,761
LINDE PLC EUR COM G5494J103 58,547 275,000 SH   SOLE   275,000 0 0
LIONS GATE ENT CL-A COM 535919401 19,830 1,860,186 SH   SOLE   1,860,186 0 0
LIONS GATE ENT CL-B COM 535919500 27,945 2,814,200 SH   SOLE   2,814,200 0 0
LIVANOVA PLC COM G5509L101 108,664 1,440,600 SH   SOLE   1,440,600 0 0
LOWES COS INC COM 548661107 4,527 37,800 SH   SOLE   37,800 0 0
LYFT INC-A COM 55087P104 35,337 821,400 SH   SOLE   821,400 0 0
MACOM TECHNOLOGY SOLUTIONS H COM 55405Y100 4,405 165,600 SH   SOLE   165,600 0 0
MARKETAXESS HLDGS INC. COM 57060D108 261,290 689,220 SH   SOLE   689,220 0 0
MARRIOTT INTERNATIONAL COM 571903202 156,957 1,036,496 SH   SOLE   1,025,846 0 10,650
MARRONE BIO INNOVATIONS COM 57165B106 2,344 2,320,600 SH   SOLE   2,320,600 0 0
MARSH & MCLENNAN COS. COM 571748102 945,066 8,482,775 SH   SOLE   8,098,141 0 384,634
MASTERCARD INC CL A COM 57636Q104 86,762 290,574 SH   SOLE   279,874 0 10,700
MATERIALISE NV - ADR COM 57667T100 16,512 901,800 SH   SOLE   901,800 0 0
MATSON INC. COM 57686G105 12,264 300,600 SH   SOLE   300,600 0 0
MATTEL INC COM 577081102 697,945 51,508,839 SH   SOLE   50,030,753 0 1,478,086
MAXAR TECHNOLOGIES INC COM 57778K105 4,497 287,000 SH   SOLE   287,000 0 0
MAXLINEAR INC COM 57776J100 101,872 4,800,772 SH   SOLE   4,407,150 0 393,622
MCDONALDS CORP. COM 580135101 32,685 165,400 SH   SOLE   165,400 0 0
MEDTRONIC PLC COM G5960L103 564,028 4,971,600 SH   SOLE   4,935,175 0 36,425
MERCK & COMPANY COM 58933Y105 309,603 3,404,100 SH   SOLE   3,404,100 0 0
MERCURY GENERAL CORP COM 589400100 13,459 276,200 SH   SOLE   276,200 0 0
MEREO BIOPHARMA GROUP PL-ADR COM 589492107 1,974 601,762 SH   SOLE   601,762 0 0
MGM RESORTS INTL COM 552953101 177,831 5,345,100 SH   SOLE   5,345,100 0 0
MICRO FOCUS INTL PLC ADR COM 594837403 99,357 7,081,781 SH   SOLE   6,870,799 0 210,982
MICRON TECHNOLOGY INC COM 595112103 3,005,081 55,877,289 SH   SOLE   54,740,478 0 1,136,811
MICROSOFT CORP. COM 594918104 4,885,868 30,982,043 SH   SOLE   30,021,008 0 961,035
MOMENTA PHARMACEUTICALS COM 60877T100 54,246 2,749,400 SH   SOLE   2,749,400 0 0
MYOKARDIA INC. COM 62857M105 21,627 296,726 SH   SOLE   296,726 0 0
NATIONAL OILWELL VARCO COM 637071101 5,002 199,666 SH   SOLE   185,900 0 13,766
NEKTAR THERAPEUTICS COM 640268108 433,434 20,080,348 SH   SOLE   20,010,429 0 69,919
NETAPP INC. COM 64110D104 2,027,273 32,566,638 SH   SOLE   31,419,108 0 1,147,530
NETFLIX COM 64110L106 1,780 5,500 SH   SOLE   5,500 0 0
NEWELL BRANDS INC COM 651229106 111,598 5,806,360 SH   SOLE   5,285,260 0 521,100
NLIGHT COM 65487K100 14,912 735,321 SH   SOLE   735,321 0 0
NMI HOLDINGS INC. COM 629209305 75,632 2,279,449 SH   SOLE   2,279,449 0 0
NN INC COM 629337106 58,612 6,336,400 SH   SOLE   5,999,800 0 336,600
NOBLE ENERGY INC. COM 655044105 86,447 3,480,147 SH   SOLE   3,386,447 0 93,700
NOKIA CORP SPONSORED ADR COM 654902204 133,258 35,918,600 SH   SOLE   30,199,100 0 5,719,500
NORFOLK SOUTHERN COM 655844108 43,679 225,000 SH   SOLE   225,000 0 0
NORTHERN TRUST CORP COM 665859104 501,909 4,724,297 SH   SOLE   4,612,767 0 111,530
NORWEGIAN CRUISE LINES COM G66721104 310,347 5,313,250 SH   SOLE   5,109,275 0 203,975
NOVARTIS AG ADR COM 66987V109 2,411,977 25,472,350 SH   SOLE   24,780,020 0 692,330
NUANCE COMMUNICATIONS COM 67020Y100 152,727 8,565,743 SH   SOLE   7,441,879 0 1,123,864
NUTANIX INC - A COM 67059N108 10,245 327,750 SH   SOLE   327,750 0 0
NUVASIVE INC. COM 670704105 60,333 780,100 SH   SOLE   780,100 0 0
NVENT ELECTRIC PLC COM G6700G107 23,628 923,700 SH   SOLE   923,700 0 0
NVIDIA CORP. COM 67066G104 770,877 3,276,145 SH   SOLE   3,219,565 0 56,580
OLD DOMINION FREIGHT LINES COM 679580100 33,648 177,300 SH   SOLE   177,300 0 0
ONESPAWORLD-HOLDINGS LTD COM P73684113 20,208 1,200,000 SH   SOLE   1,200,000 0 0
ORACLE CORP. COM 68389X105 518,734 9,791,129 SH   SOLE   9,595,404 0 195,725
ORASURE TECHNOLOGIES COM 68554V108 13,460 1,676,200 SH   SOLE   1,676,200 0 0
OSI SYSTEMS COM 671044105 23,785 236,100 SH   SOLE   235,800 0 300
OWENS CORNING COM 690742101 3,315 50,900 SH   SOLE   50,900 0 0
PALO ALTO NETWORKS INC. COM 697435105 62,428 269,960 SH   SOLE   266,540 0 3,420
PAYPAL HOLDINGS INC COM 70450Y103 300,982 2,782,490 SH   SOLE   2,689,450 0 93,040
PENTAIR PLC COM G7S00T104 45,158 984,480 SH   SOLE   984,480 0 0
PENUMBRA COM 70975L107 9,186 55,920 SH   SOLE   52,200 0 3,720
PERFORMANCE FOOD GRP COM 71377A103 571 11,100 SH   SOLE   11,100 0 0
PERKIN ELMER COM 714046109 248,221 2,556,345 SH   SOLE   2,336,545 0 219,800
PERSPECTA INC. COM 715347100 22,715 859,101 SH   SOLE   811,391 0 47,710
PFENEX INC COM 717071104 36,656 3,338,400 SH   SOLE   3,338,400 0 0
PHILIP MORRIS INTL INC COM 718172109 17,699 208,000 SH   SOLE   208,000 0 0
PINTEREST INC- CLASS A COM 72352L106 31,517 1,690,800 SH   SOLE   1,690,800 0 0
PIONEER NATURAL RES CO COM 723787107 887,134 5,860,696 SH   SOLE   5,614,696 0 246,000
PLANTRONICS INC NEW COM 727493108 138,098 5,051,150 SH   SOLE   5,051,150 0 0
PLURALSIGHT INC - A COM 72941B106 4,652 270,300 SH   SOLE   270,300 0 0
PRESTIGE BRANDS HOLDINGS COM 74112D101 1,677 41,400 SH   SOLE   41,400 0 0
PROGRESSIVE CORP. COM 743315103 194,463 2,686,320 SH   SOLE   2,686,320 0 0
PROS HOLDINGS INC. COM 74346Y103 187,616 3,131,100 SH   SOLE   3,131,100 0 0
PUBLIC SVC ENTERPRISE GRP COM 744573106 21,570 365,279 SH   SOLE   365,279 0 0
QIAGEN N.V. COM N72482123 504,201 14,917,178 SH   SOLE   14,372,470 0 544,708
QUALCOMM INCORP. COM 747525103 2,089,464 23,682,010 SH   SOLE   23,115,274 0 566,736
RAMBUS INC DEL COM COM 750917106 12,747 925,345 SH   SOLE   698,686 0 226,659
RAPID7 INC COM 753422104 3,081 55,000 SH   SOLE   55,000 0 0
RAYMOND JAMES FINANCIAL, INC. COM 754730109 280,471 3,135,150 SH   SOLE   3,068,875 0 66,275
RESIDEO TECHNOLOGIES, INC. COM 76118Y104 358 30,037 SH   SOLE   18,873 0 11,164
RESTAURANT BRANDS INTL COM 76131D103 73,750 1,156,500 SH   SOLE   1,156,500 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 48,071 2,093,691 SH   SOLE   2,093,691 0 0
ROCKWELL AUTOMATION COM 773903109 62,413 307,955 SH   SOLE   297,265 0 10,690
ROSS STORES INC COM 778296103 1,323,325 11,366,819 SH   SOLE   10,975,872 0 390,947
ROYAL CARIBBEAN COM V7780T103 1,230,123 9,213,711 SH   SOLE   9,098,989 0 114,722
RYANAIR COM 783513203 46,311 528,600 SH   SOLE   528,600 0 0
SALESFORCE.COM COM 79466L302 8,132 50,000 SH   SOLE   50,000 0 0
SANOFI COM 80105N105 95,897 1,910,300 SH   SOLE   1,883,800 0 26,500
SCHLUMBERGER LTD COM 806857108 51,896 1,290,956 SH   SOLE   1,290,956 0 0
SCHWAB CHARLES CORP COM 808513105 1,425,588 29,974,519 SH   SOLE   29,080,110 0 894,409
SEATTLE GENETICS COM 812578102 1,251,343 10,951,717 SH   SOLE   10,814,992 0 136,725
SERVICESOURCE COM 81763U100 18,345 10,984,733 SH   SOLE   10,984,733 0 0
SONY CORP ADR NEW COM 835699307 2,693,734 39,613,728 SH   SOLE   38,165,428 0 1,448,300
SOUTHWEST AIRLS CO COM 844741108 3,878,921 71,858,480 SH   SOLE   69,494,152 0 2,364,328
SOUTHWESTERN ENERGY CO COM 845467109 32,103 13,265,575 SH   SOLE   12,549,750 0 715,825
SPECTRUM PHARMACEUTICALS COM 84763A108 23,354 6,416,000 SH   SOLE   6,416,000 0 0
SPIRIT AIRLINES COM 848577102 24,701 612,765 SH   SOLE   612,765 0 0
SPLUNK COM 848637104 913,687 6,100,600 SH   SOLE   6,100,600 0 0
SPRINT CORP. COM 85207U105 133,722 25,666,500 SH   SOLE   25,303,100 0 363,400
STRATASYS LTD COM M85548101 150,387 7,435,700 SH   SOLE   7,435,700 0 0
STRYKER CORP. COM 863667101 47,341 225,500 SH   SOLE   225,500 0 0
T-MOBILE US INC. COM 872590104 35,438 451,900 SH   SOLE   451,900 0 0
TECHNIPFMC PLC COM G87110105 5,772 269,200 SH   SOLE   269,200 0 0
TEMPUR SEALY COM 88023U101 2,856 32,800 SH   SOLE   32,800 0 0
TERADYNE COM 880770102 132,569 1,944,107 SH   SOLE   1,756,692 0 187,415
TESLA INC. COM 88160R101 643,028 1,537,130 SH   SOLE   1,495,180 0 41,950
TEXAS INSTRS. INC. COM 882508104 4,075,599 31,768,642 SH   SOLE   30,765,539 0 1,003,103
TEXTRON INC. COM 883203101 288,385 6,466,030 SH   SOLE   6,364,170 0 101,860
THE CME GROUP COM 12572Q105 321,662 1,602,543 SH   SOLE   1,602,543 0 0
THE RUBICON PROJECT COM 78112V102 2,722 333,600 SH   SOLE   333,600 0 0
THERMO FISHER SCIENTIFIC COM 883556102 1,543,934 4,752,466 SH   SOLE   4,592,266 0 160,200
TIFFANY & CO. COM 886547108 4,130 30,900 SH   SOLE   30,900 0 0
TJX COS INC NEW COM 872540109 946,561 15,502,148 SH   SOLE   15,195,200 0 306,948
TRADEWEB MARKETS INC-CLASS A COM 892672106 10,698 230,800 SH   SOLE   230,800 0 0
TRANSDIGM GROUP COM 893641100 213,245 380,794 SH   SOLE   380,794 0 0
TRANSOCEAN LTD COM H8817H100 366,260 53,235,506 SH   SOLE   50,622,010 0 2,613,496
TRIBUNE PUBLISHING CO COM 89609W107 28,566 2,170,676 SH   SOLE   2,169,451 0 1,225
TRIMBLE INC COM 896239100 350,040 8,396,257 SH   SOLE   7,705,177 0 691,080
TUESDAY MORNING CORP. COM 899035505 3,746 2,025,000 SH   SOLE   2,025,000 0 0
TYSON FOODS COM 902494103 60,769 667,500 SH   SOLE   667,500 0 0
ULTA BEAUTY INC. COM 90384S303 75,410 297,900 SH   SOLE   297,900 0 0
UNION PACIFIC CORP. COM 907818108 478,354 2,645,912 SH   SOLE   2,636,200 0 9,712
UNITED AIRLINES HOLDINGS INC COM 910047109 3,273,821 37,164,507 SH   SOLE   36,423,279 0 741,228
UNITED PARCEL SVC INC. COM 911312106 415,088 3,545,943 SH   SOLE   3,415,437 0 130,506
UNITED TECHNOLOGIES CORP. COM 913017109 255,605 1,706,762 SH   SOLE   1,698,262 0 8,500
UNIVERSAL DISPLAY CORP COM 91347P105 685,854 3,328,258 SH   SOLE   3,256,908 0 71,350
US BANCORP DEL COM 902973304 316,305 5,334,879 SH   SOLE   5,140,829 0 194,050
V F CORP COM 918204108 58,301 585,000 SH   SOLE   585,000 0 0
VIACOMCBS INC - CLASS B COM 92556H206 6,505 155,000 SH   SOLE   155,000 0 0
VISA INC-CLASS A SHARES COM 92826C839 695,102 3,699,319 SH   SOLE   3,338,780 0 360,539
VMWARE COM 928563402 182,800 1,204,295 SH   SOLE   1,113,125 0 91,170
WATERS CORP COM 941848103 19,332 82,740 SH   SOLE   76,030 0 6,710
WAVE LIFE SCIENCES LTD COM Y95308105 10,369 1,293,720 SH   SOLE   1,293,720 0 0
WELLS FARGO & CO. COM 949746101 2,755,875 51,224,451 SH   SOLE   49,630,967 0 1,593,484
WESTERN DIGITAL CORP COM 958102105 53,765 847,086 SH   SOLE   814,886 0 32,200
WHIRLPOOL CP COM 963320106 1,143,566 7,751,410 SH   SOLE   7,460,560 0 290,850
WILLSCOT CORP COM 971375126 8,043 435,000 SH   SOLE   435,000 0 0
XENCOR COM 98401F105 223,786 6,507,313 SH   SOLE   6,507,313 0 0
ZIMMER BIOMET HOLDINGS COM 98956P102 438,999 2,932,920 SH   SOLE   2,730,230 0 202,690