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
AAON Inc. COM 000360206 57,742 1,736,592 SH   SOLE   1,290,775 0 445,817
Abraxas Petroleum Corp. COM 003830106 3,451 1,193,958 SH   SOLE   1,193,958 0 0
Allegiant Travel Co. COM 01748X102 103,130 742,208 SH   SOLE   574,360 0 167,848
Altra Industrial Motion Corp COM 02208R106 98,841 2,293,303 SH   SOLE   1,949,151 0 344,152
Ambarella Inc. COM G037AX101 981 25,398 SH   SOLE   25,398 0 0
Ameriprise Financial Inc. COM 03076C106 539 3,850 SH   SOLE   3,850 0 0
Arbor Realty Trust Inc. COM 038923108 29,192 2,798,815 SH   SOLE   2,798,815 0 0
Ares Capital Corp. COM 04010L103 1,286 78,155 SH   SOLE   78,155 0 0
Ares Management LP COM 04014Y101 1,004 48,500 SH   SOLE   48,500 0 0
AT&T Inc. COM 00206R102 3,195 99,501 SH   SOLE   99,501 0 0
Atara Biotherapeutics Inc. COM 046513107 571 15,533 SH   SOLE   15,533 0 0
Atlas Financial Holdings Inc. COM G06207115 5,414 618,774 SH   SOLE   618,774 0 0
Atricure Inc. COM 04963C209 9,947 367,739 SH   SOLE   367,739 0 0
Axis Capital Holdings Ltd. COM G0692U109 4,979 89,511 SH   SOLE   89,511 0 0
Balchem Corp. COM 057665200 81,630 831,770 SH   SOLE   645,918 0 185,852
Bandwidth Inc. COM 05988J103 5,052 133,015 SH   SOLE   133,015 0 0
Bank OZK COM 06417N103 2,180 48,395 SH   SOLE   48,395 0 0
Barnes Group Inc. COM 067806109 149,269 2,534,284 SH   SOLE   1,919,295 0 614,989
Bellicum Pharmaceuticals Inc. COM 079481107 6,818 923,824 SH   SOLE   714,175 0 209,649
BG Staffing Inc. COM 05544A109 3,911 168,231 SH   SOLE   168,231 0 0
Blue Hills Bancorp Inc. COM 095573101 3,874 174,517 SH   SOLE   174,517 0 0
BofI Holding Inc. COM 05566U108 17,031 416,316 SH   SOLE   416,316 0 0
Box Inc. COM 10316T104 3,091 123,696 SH   SOLE   123,696 0 0
Cambium Learning Group Inc. COM 13201A107 7,577 679,561 SH   SOLE   679,561 0 0
Camping World Holdings Inc. COM 13462K109 49,535 1,983,000 SH   SOLE   1,673,591 0 309,409
Cantel Medical Corp. COM 138098108 174,391 1,772,992 SH   SOLE   1,355,013 0 417,979
CBS Corp-Class B CL B 124857202 723 12,860 SH   SOLE   12,860 0 0
CBTX Inc. COM 12481V104 5,272 159,526 SH   SOLE   159,526 0 0
Chefs' Warehouse Inc/The COM 163086101 52,945 1,857,732 SH   SOLE   1,402,919 0 454,813
ChemoCentryx Inc. COM 16383L106 31,322 2,378,263 SH   SOLE   1,861,575 0 516,688
Chuy's Holdings Inc. COM 171604101 45,847 1,493,400 SH   SOLE   1,135,695 0 357,705
Cimpress NV COM N20146101 108,266 746,867 SH   SOLE   591,998 0 154,869
Cisco Systems Inc. COM 17275R102 9,015 209,495 SH   SOLE   209,495 0 0
Citigroup Inc. COM 172967424 8,343 124,669 SH   SOLE   124,669 0 0
Cocrystal Pharma Inc. COM 19188J300 1,852 505,914 SH   SOLE   505,914 0 0
Cognizant Technology Solutions COM 192446102 1,339 16,950 SH   SOLE   16,950 0 0
Colony Capital, Inc. COM 19626G108 568 91,000 SH   SOLE   91,000 0 0
Comcast Corp. Cl A CL A 20030N101 2,261 68,900 SH   SOLE   68,900 0 0
Compass Diversified Holdings COM 20451Q104 2,964 171,344 SH   SOLE   171,344 0 0
Computer Programs & Systems In COM 205306103 6,580 200,000 SH   SOLE   200,000 0 0
Construction Partners Inc. COM 21044C107 8,004 607,770 SH   SOLE   607,770 0 0
Copart Inc. COM 217204106 205,826 3,639,068 SH   SOLE   2,886,127 0 752,941
Credit Acceptance Corp. COM 225310101 86,440 244,594 SH   SOLE   194,697 0 49,897
Curo Group Holdings Corp. COM 23131L107 4,678 187,491 SH   SOLE   187,491 0 0
Customers Bancorp Inc. COM 23204G100 3,397 119,706 SH   SOLE   119,706 0 0
CVS Health Corp. COM 126650100 9,171 142,522 SH   SOLE   142,522 0 0
Cytokinetics Inc. COM 23282W605 15,189 1,830,049 SH   SOLE   1,470,459 0 359,590
Datawatch Corp. COM 237917208 2,289 240,973 SH   SOLE   240,973 0 0
Denali Therapeutics Inc. COM 24823R105 475 31,131 SH   SOLE   31,131 0 0
Digimarc Corp. COM 25381B101 2,300 85,820 SH   SOLE   85,820 0 0
DocuSign Inc. COM 256163106 86,763 1,802,691 SH   SOLE   1,509,981 0 292,710
Dorman Products Inc. COM 258278100 19,594 286,841 SH   SOLE   286,841 0 0
Eagle Bancorp Inc. COM 268948106 182,428 2,975,981 SH   SOLE   2,271,103 0 704,878
Eaton Corp. COM G29183103 6,795 90,920 SH   SOLE   90,920 0 0
Ebix Inc. COM 278715206 17,532 229,925 SH   SOLE   229,925 0 0
Ellington Financial LLC COM 288522303 570 36,500 SH   SOLE   36,500 0 0
Enphase Energy Inc. COM 29355A107 1,346 200,000 SH   SOLE   200,000 0 0
ENSCO PLC COM G3157S106 2,937 404,591 SH   SOLE   404,591 0 0
Ensign Group Inc/The COM 29358P101 218,586 6,102,357 SH   SOLE   4,886,101 0 1,216,256
Entegra Financial Corp. COM 29363J108 4,501 153,615 SH   SOLE   153,615 0 0
Entergy Corp. COM 29364G103 5,615 69,500 SH   SOLE   69,500 0 0
Envestnet Inc. COM 29404K106 136,791 2,489,378 SH   SOLE   1,937,010 0 552,368
EPAM Systems Inc. COM 29414B104 70,435 566,519 SH   SOLE   425,874 0 140,645
EPR Properties COM 26884U109 8,971 138,461 SH   SOLE   138,461 0 0
Esperion Therapeutics Inc. COM 29664W105 21,202 541,012 SH   SOLE   429,800 0 111,212
Esquire Financial Holdings Inc COM 29667J101 8,620 326,620 SH   SOLE   326,620 0 0
Euronet Worldwide Inc. COM 298736109 237,501 2,835,150 SH   SOLE   2,234,154 0 600,996
Everbridge Inc. COM 29978A104 8,735 184,215 SH   SOLE   184,215 0 0
EverQuote Inc. COM 30041R108 906 50,000 SH   SOLE   50,000 0 0
Exact Sciences Corp. COM 30063P105 65,713 1,099,066 SH   SOLE   895,487 0 203,579
Exantas Capital Corp. COM 30068N105 418 41,092 SH   SOLE   41,092 0 0
Exelon Corp. COM 30161N101 11,222 263,432 SH   SOLE   263,432 0 0
Extended Stay America Inc. COM 30224P200 2,991 138,413 SH   SOLE   138,413 0 0
Fabrinet COM G3323L100 24,150 654,647 SH   SOLE   654,647 0 0
FedEx Corp COM 31428X106 749 3,300 SH   SOLE   3,300 0 0
Ferro Corp. COM 315405100 2,899 139,039 SH   SOLE   139,039 0 0
Fiesta Restaurant Group Inc. COM 31660B101 71,384 2,487,253 SH   SOLE   2,029,425 0 457,828
First of Long Island Corp. COM 320734106 16,290 655,514 SH   SOLE   655,514 0 0
Five Below Inc. COM 33829M101 170,340 1,743,327 SH   SOLE   1,346,879 0 396,448
Five9 Inc. COM 338307101 5,050 146,085 SH   SOLE   146,085 0 0
Flexion Therapeutics Inc. COM 33938J106 16,749 647,931 SH   SOLE   519,096 0 128,835
ForeScout Technologies Inc. COM 34553D101 12,984 378,972 SH   SOLE   378,972 0 0
Freshpet Inc. COM 358039105 24,157 880,027 SH   SOLE   880,027 0 0
General Mills Inc. COM 370334104 1,415 31,960 SH   SOLE   31,960 0 0
Glaukos Corp. COM 377322102 2,473 60,861 SH   SOLE   60,861 0 0
Golar LNG Partners LP COM Y2745C102 530 34,300 SH   SOLE   34,300 0 0
Goosehead Insurance Inc. COM 38267D109 4,534 181,648 SH   SOLE   181,648 0 0
Gran Tierra Energy Inc. COM 38500T101 13,176 3,819,132 SH   SOLE   3,819,132 0 0
Granite Point Mortgage Trust I COM 38741L107 536 29,200 SH   SOLE   29,200 0 0
Great Ajax Corp. COM 38983D300 1,078 82,400 SH   SOLE   82,400 0 0
Greenhill & Co Inc. COM 395259104 736 25,929 SH   SOLE   25,929 0 0
Guidewire Software Inc. COM 40171V100 75,673 852,371 SH   SOLE   651,976 0 200,395
Habit Restaurants Inc/The COM 40449J103 1,483 148,344 SH   SOLE   148,344 0 0
Hackett Group Inc./The COM 404609109 19,399 1,207,162 SH   SOLE   1,205,739 0 1,423
Hamilton Lane Inc. COM 407497106 78,370 1,633,721 SH   SOLE   1,359,595 0 274,126
Haynes International Inc. COM 420877201 2,849 77,547 SH   SOLE   77,547 0 0
HCI Group, Inc. COM 40416E103 3,420 82,276 SH   SOLE   82,276 0 0
Healthcare Services Group COM 421906108 131,813 3,051,926 SH   SOLE   2,325,392 0 726,534
HealthEquity Inc. COM 42226A107 134,970 1,797,199 SH   SOLE   1,395,699 0 401,500
Heico Corp. - Cl A CL A 422806208 115,325 1,892,124 SH   SOLE   1,488,373 0 403,751
Herbalife Nutrition Ltd. COM G4412G101 881 16,400 SH   SOLE   16,400 0 0
Heritage-Crystal Clean Inc. COM 42726M106 4,162 207,063 SH   SOLE   207,063 0 0
HFF Inc. - Class A CL A 40418F108 62,178 1,810,143 SH   SOLE   1,331,528 0 478,615
Home Depot Inc. COM 437076102 1,697 8,700 SH   SOLE   8,700 0 0
HubSpot Inc. COM 443573100 75,020 598,249 SH   SOLE   469,951 0 128,298
Hudson Technologies Inc. COM 444144109 867 431,220 SH   SOLE   431,220 0 0
I3 Verticals Inc. COM 46571Y107 3,619 237,791 SH   SOLE   237,791 0 0
Ichor Holdings Ltd. COM G4740B105 2,855 134,556 SH   SOLE   134,556 0 0
Independent Bank Corp/Rockland COM 453836108 44,977 573,682 SH   SOLE   445,537 0 128,145
Innospec, Inc. COM 45768S105 17,504 228,664 SH   SOLE   228,194 0 470
Inovio Pharmaceuticals Inc. COM 45773H201 10,734 2,738,190 SH   SOLE   2,223,853 0 514,337
Inphi Corp. COM 45772F107 11,293 346,300 SH   SOLE   346,300 0 0
Inspire Medical Systems Inc. COM 457730109 1,065 29,857 SH   SOLE   29,857 0 0
Instructure Inc. COM 45781U103 7,255 170,514 SH   SOLE   170,514 0 0
Insulet Corp. COM 45784P101 34,593 403,656 SH   SOLE   305,693 0 97,963
Intra-Cellular Therapies Inc. COM 46116X101 33,718 1,908,231 SH   SOLE   1,537,324 0 370,907
Investar Holding Corp. COM 46134L105 3,501 126,610 SH   SOLE   126,610 0 0
IPG Photonics Corp. COM 44980X109 1,466 6,644 SH   SOLE   6,644 0 0
John Bean Technologies Corp. COM 477839104 2,854 32,100 SH   SOLE   32,100 0 0
Johnson & Johnson COM 478160104 3,218 26,522 SH   SOLE   26,522 0 0
Kadant Inc. COM 48282T104 32,279 335,710 SH   SOLE   335,304 0 406
Kingstone Cos Inc. COM 496719105 2,739 162,096 SH   SOLE   162,096 0 0
KKR & Co Inc COM 48251W104 251 10,094 SH   SOLE   10,094 0 0
Knight-Swift Transportation Ho COM 499049104 137,594 3,600,983 SH   SOLE   2,850,458 0 750,525
Laboratory Corporation of Amer COM 50540R409 6,555 36,514 SH   SOLE   36,514 0 0
LeMaitre Vascular Inc. COM 525558201 4,064 121,372 SH   SOLE   121,372 0 0
LGI Homes Inc. COM 50187T106 65,627 1,136,799 SH   SOLE   951,424 0 185,375
LHC Group Inc. COM 50187A107 21,615 252,537 SH   SOLE   252,416 0 121
Lithia Motors Inc. - Cl A CL A 536797103 11,971 126,583 SH   SOLE   126,583 0 0
Lovesac Co/The COM 54738L109 2,075 100,000 SH   SOLE   100,000 0 0
MacroGenics Inc. COM 556099109 20,879 1,011,100 SH   SOLE   761,252 0 249,848
Magellan Midstream Partners LP COM 559080106 1,608 23,271 SH   SOLE   23,271 0 0
Mastercard Inc. COM 57636Q104 2,414 12,285 SH   SOLE   12,285 0 0
MCBC Holdings Inc. COM 55276F107 4,764 164,547 SH   SOLE   164,547 0 0
McKesson Corp. COM 58155Q103 246 1,847 SH   SOLE   1,847 0 0
Medallion Financial Corp. COM 583928106 274 49,913 SH   SOLE   49,913 0 0
MEI Pharma Inc. COM 55279B202 1,003 254,477 SH   SOLE   254,477 0 0
MercadoLibre Inc. COM 58733R102 33,667 112,626 SH   SOLE   108,352 0 4,274
Mesa Laboratories, Inc. COM 59064R109 6,385 30,250 SH   SOLE   30,250 0 0
Metropolitan Bank Holding Corp COM 591774104 11,171 212,871 SH   SOLE   212,871 0 0
MFA Financial Inc. COM 55272X102 7,810 1,030,294 SH   SOLE   1,030,294 0 0
Microchip Technology Inc. COM 595017104 1,951 21,450 SH   SOLE   21,450 0 0
Monmouth Real Estate Investmen COM 609720107 89,413 5,409,159 SH   SOLE   4,509,708 0 899,451
Monolithic Power Systems Inc. COM 609839105 138,878 1,038,961 SH   SOLE   796,130 0 242,831
Monro Inc. COM 610236101 197,739 3,403,431 SH   SOLE   2,666,199 0 737,232
MSC Industrial Direct Co.- A CL A 553530106 495 5,830 SH   SOLE   5,830 0 0
Napco Security Technologies In COM 630402105 10,646 726,659 SH   SOLE   726,659 0 0
National Research Corp. COM 637372202 2,938 78,569 SH   SOLE   78,569 0 0
National Storage Affiliates Tr COM 637870106 18,652 605,187 SH   SOLE   605,187 0 0
National Vision Holdings Inc. COM 63845R107 41,026 1,121,853 SH   SOLE   821,939 0 299,914
Neogen Corp. COM 640491106 156,988 1,957,701 SH   SOLE   1,474,196 0 483,505
Neuronetics Inc. COM 64131A105 2,701 101,500 SH   SOLE   101,500 0 0
New York Times Co/The COM 650111107 2,614 100,935 SH   SOLE   100,000 0 935
nLight Inc. COM 65487K100 8,684 262,680 SH   SOLE   262,680 0 0
Nu Skin Enterprises Inc.- Cl A CL A 67018T105 52,312 669,035 SH   SOLE   549,862 0 119,173
NV5 Global Inc. COM 62945V109 9,166 132,261 SH   SOLE   132,261 0 0
NVE Corp. COM 629445206 6,625 54,405 SH   SOLE   54,405 0 0
Oil States International Inc. COM 678026105 9,673 301,338 SH   SOLE   301,338 0 0
Old Dominion Freight Line Inc. COM 679580100 100,172 672,474 SH   SOLE   531,443 0 141,031
Ollie's Bargain Outlet Holding COM 681116109 187,423 2,585,144 SH   SOLE   1,989,283 0 595,861
Omnicell Inc. COM 68213N109 5,743 109,501 SH   SOLE   109,501 0 0
One Stop Systems Inc. COM 68247W109 2,934 702,029 SH   SOLE   702,029 0 0
Ooma Inc. COM 683416101 4,410 311,668 SH   SOLE   311,668 0 0
OP BanCorp. COM 67109R109 2,892 227,320 SH   SOLE   227,320 0 0
Oracle Corp. COM 68389X105 5,928 134,555 SH   SOLE   134,555 0 0
ORBCOMM Inc. COM 68555P100 3,510 347,509 SH   SOLE   347,509 0 0
OrthoPediatrics Corp. COM 68752L100 10,684 401,049 SH   SOLE   401,049 0 0
Oxford Immunotec Global PLC COM G6855A103 11,392 883,761 SH   SOLE   883,761 0 0
Palo Alto Networks Inc. COM 697435105 2,328 11,328 SH   SOLE   11,328 0 0
Patrick Industries Inc. COM 703343103 5,213 91,702 SH   SOLE   91,702 0 0
Paylocity Holding Corp. COM 70438V106 102,262 1,737,373 SH   SOLE   1,307,262 0 430,111
PDF Solutions Inc. COM 693282105 2,642 220,568 SH   SOLE   220,568 0 0
People's Utah BanCorp. COM 712706209 17,488 489,856 SH   SOLE   489,856 0 0
PetIQ Inc. COM 71639T106 52,224 1,944,321 SH   SOLE   1,524,693 0 419,628
Pfizer Inc. COM 717081103 10,413 287,017 SH   SOLE   287,017 0 0
Pinnacle Financial Partners In COM 72346Q104 43,031 701,401 SH   SOLE   532,878 0 168,523
Planet Fitness Inc. COM 72703H101 66,570 1,515,016 SH   SOLE   1,140,697 0 374,319
Pluralsight Inc. COM 72941B106 12,240 500,600 SH   SOLE   366,885 0 133,715
Pool Corp. COM 73278L105 90,554 597,715 SH   SOLE   446,661 0 151,054
Proofpoint Inc. COM 743424103 81,794 709,337 SH   SOLE   536,155 0 173,182
Prosperity Bancshares Inc. COM 743606105 6,404 93,676 SH   SOLE   93,676 0 0
Proto Labs Inc. COM 743713109 3,002 25,239 SH   SOLE   25,239 0 0
Q2 Holdings Inc. COM 74736L109 30,883 541,337 SH   SOLE   411,851 0 129,486
Qualcomm Inc. COM 747525103 224 4,000 SH   SOLE   4,000 0 0
Qualys Inc. COM 74758T303 1,459 17,310 SH   SOLE   17,310 0 0
Radiant Logistics Inc. COM 75025X100 3,341 854,553 SH   SOLE   854,553 0 0
Rapid7 Inc. COM 753422104 47,655 1,688,685 SH   SOLE   1,291,812 0 396,873
RBC Bearings Inc. COM 75524B104 191,803 1,489,038 SH   SOLE   1,137,782 0 351,256
Reis Inc. COM 75936P105 1,272 58,356 SH   SOLE   58,356 0 0
Republic First Bancorp Inc. COM 760416107 17,148 2,184,519 SH   SOLE   1,533,721 0 650,798
Roku Inc. COM 77543R102 6,393 150,000 SH   SOLE   150,000 0 0
Ross Stores Inc. COM 778296103 789 9,305 SH   SOLE   9,305 0 0
Sabra Health Care REIT, Inc. COM 78573L106 9,649 444,025 SH   SOLE   444,025 0 0
Sangamo Therapeutics Inc. COM 800677106 57,626 4,058,167 SH   SOLE   3,212,672 0 845,495
Schlumberger Ltd. COM 806857108 7,086 105,717 SH   SOLE   105,717 0 0
Seattle Genetics Inc/WA COM 812578102 39,015 587,657 SH   SOLE   466,031 0 121,626
Selecta Biosciences Inc. COM 816212104 3,122 235,625 SH   SOLE   235,625 0 0
Simon Property Group Inc. COM 828806109 729 4,285 SH   SOLE   4,285 0 0
SiteOne Landscape Supply Inc. COM 82982L103 118,064 1,406,023 SH   SOLE   1,077,787 0 328,236
Sleep Number Corp. COM 83125X103 10,207 351,736 SH   SOLE   351,736 0 0
SLM Corp COM 78442P106 298 26,000 SH   SOLE   26,000 0 0
SmartFinancial Inc. COM 83190L208 3,719 144,367 SH   SOLE   144,367 0 0
Snap-on Inc. COM 833034101 563 3,500 SH   SOLE   3,500 0 0
Solar Capital Ltd. COM 83413U100 1,117 54,669 SH   SOLE   54,669 0 0
Solaris Oilfield Infrastructur COM 83418M103 7,152 500,494 SH   SOLE   500,494 0 0
Sound Financial Bancorp Inc. COM 83607A100 3,165 81,257 SH   SOLE   81,257 0 0
South State Corp. COM 840441109 51,778 600,323 SH   SOLE   460,840 0 139,483
Stamps.com Inc. COM 852857200 9,683 38,266 SH   SOLE   38,266 0 0
Starwood Property Trust Inc. COM 85571B105 1,557 71,700 SH   SOLE   71,700 0 0
State Bank Financial Corp. COM 856190103 15,202 455,154 SH   SOLE   455,154 0 0
Summit Hotel Properties Inc. COM 866082100 12,258 856,601 SH   SOLE   856,601 0 0
Sun Hydraulics Corp. COM 866942105 111,540 2,314,584 SH   SOLE   1,798,097 0 516,487
Superior Group of Cos Inc. COM 868358102 9,273 447,761 SH   SOLE   447,761 0 0
Tabula Rasa HealthCare Inc. COM 873379101 7,565 118,513 SH   SOLE   118,513 0 0
Tactile Systems Technology Inc COM 87357P100 3,871 74,446 SH   SOLE   74,446 0 0
Take-Two Interactive Software COM 874054109 4,744 40,079 SH   SOLE   40,079 0 0
Tandem Diabetes Care Inc. COM 875372203 12,190 553,588 SH   SOLE   553,588 0 0
Texas Capital Bancshares Inc. COM 88224Q107 89,686 980,171 SH   SOLE   752,657 0 227,514
The Blackstone Group LP COM 09253U108 209 6,500 SH   SOLE   6,500 0 0
The Walt Disney Co. COM 254687106 7,677 73,250 SH   SOLE   73,250 0 0
TPI Composites Inc. COM 87266J104 11,333 387,575 SH   SOLE   387,575 0 0
Tractor Supply Company COM 892356106 1,101 14,400 SH   SOLE   14,400 0 0
Trex Company Inc. COM 89531P105 113,855 1,819,058 SH   SOLE   1,430,732 0 388,326
TrueCar Inc. COM 89785L107 1,863 184,644 SH   SOLE   184,644 0 0
Tucows Inc. COM 898697206 5,406 89,138 SH   SOLE   89,138 0 0
Tyler Technologies Inc. COM 902252105 93,348 420,299 SH   SOLE   327,117 0 93,182
Ultimate Software Group Inc. COM 90385D107 151,892 590,308 SH   SOLE   457,693 0 132,615
UnitedHealth Group Inc. COM 91324P102 1,531 6,240 SH   SOLE   6,240 0 0
Unum Therapeutics Inc. COM 903214104 3,840 267,625 SH   SOLE   267,625 0 0
Upland Software Inc. COM 91544A109 6,306 183,463 SH   SOLE   183,463 0 0
USA Technologies Inc. COM 90328S500 16,352 1,167,980 SH   SOLE   1,167,980 0 0
Varonis Systems Inc. COM 922280102 6,308 84,667 SH   SOLE   84,667 0 0
Veeva Systems Inc. COM 922475108 2,927 38,088 SH   SOLE   37,025 0 1,063
Verizon Communications Inc. COM 92343V104 1,568 31,159 SH   SOLE   31,159 0 0
Visa Inc. COM 92826C839 2,083 15,725 SH   SOLE   15,725 0 0
Wabash National Corporation COM 929566107 3,509 188,049 SH   SOLE   188,049 0 0
Walgreens Boots Alliance, Inc. COM 931427108 1,313 21,879 SH   SOLE   21,879 0 0
Walmart Inc. COM 931142103 5,336 62,301 SH   SOLE   62,301 0 0
Waste Connections, Inc. COM 94106B101 3,957 52,563 SH   SOLE   52,563 0 0
Wayfair Inc. COM 94419L101 83,389 702,163 SH   SOLE   548,317 0 153,846
Webster Financial Corp. COM 947890109 77,617 1,218,472 SH   SOLE   976,359 0 242,113
Wells Fargo & Co. COM 949746101 9,197 165,884 SH   SOLE   165,884 0 0
WESCO Intl. Inc. COM 95082P105 12,255 214,623 SH   SOLE   214,623 0 0
Zagg Inc. COM 98884U108 25,330 1,464,157 SH   SOLE   1,464,157 0 0
Zendesk Inc. COM 98936J101 77,878 1,429,223 SH   SOLE   1,106,567 0 322,656
Zoe's Kitchen Inc. COM 98979J109 1,229 125,877 SH   SOLE   125,877 0 0
Aptiv PLC SHS G6095L109 522 5,700 SH   SOLE   5,700 0 0
Check Point Software Technolog ORD M22465104 2,378 24,346 SH   SOLE   24,213 0 133
China Biologic Products Holdin COM G21515104 28,394 285,859 SH   SOLE   149,021 0 136,838
Credicorp Ltd. COM G2519Y108 4,678 20,779 SH   SOLE   15,848 0 4,931
Cyber-Ark Software Ltd/Israel SHS M2682V108 45,398 721,064 SH   SOLE   558,719 0 162,345
Ferroglobe PLC SHS G33856108 2,103 245,387 SH   SOLE   245,387 0 0
Globant SA COM L44385109 72,920 1,284,034 SH   SOLE   1,017,782 0 266,252
Icon PLC SHS G4705A100 207,007 1,561,965 SH   SOLE   1,254,310 0 307,655
InterXion Holding NV SHS N47279109 85,997 1,377,715 SH   SOLE   1,102,140 0 275,575
Kornit Digital Ltd. SHS M6372Q113 8,995 505,345 SH   SOLE   505,345 0 0
MakeMyTrip Ltd. SHS V5633W109 76,012 2,102,673 SH   SOLE   1,759,868 0 342,805
Nutrien Ltd. COM 67077M108 2,175 40,000 SH   SOLE   40,000 0 0
SodaStream International Ltd. USD SHS M9068E105 4,094 48,000 SH   SOLE   48,000 0 0
Suncor Energy Inc. COM 867224107 9,592 235,786 SH   SOLE   235,786 0 0
Tower Semiconductor Ltd. SHS NEW M87915274 10,550 479,348 SH   SOLE   478,718 0 630
Triton International Ltd/Bermu CL A G9078F107 558 18,200 SH   SOLE   18,200 0 0
51job Inc.ADR SP ADR REP COM 316827104 155,325 1,590,796 SH   SOLE   1,142,098 0 448,698
Alibaba Group Holding Ltd.ADR SPONSORED ADS 01609W102 53,137 286,406 SH   SOLE   275,756 0 10,650
Ctrip.com International Ltd. - AMERICAN DEP SHS 22943F100 61,922 1,300,053 SH   SOLE   1,255,592 0 44,461
GreenTree Hospitality Group Lt SPONSORED ADS 39579V100 13,900 768,400 SH   SOLE   348,051 0 420,349
Grupo Financiero Galicia SA SP ADR 10 SH B 399909100 3,636 110,257 SH   SOLE   88,115 0 22,142
Grupo Supervielle SA SPONSORED ADR 40054A108 426 40,222 SH   SOLE   32,145 0 8,077
Huazhu Group Ltd.ADR SPONSORED ADS 44332N106 15,511 369,400 SH   SOLE   230,228 0 139,172
ING Groep NV ADR SPONSORED ADR 456837103 6,520 455,309 SH   SOLE   455,309 0 0
Novartis AG ADR SPONSORED ADR 66987V109 2,967 39,273 SH   SOLE   39,273 0 0
Royal Dutch Shell PLCADR SPONS ADR A 780259206 8,917 128,808 SH   SOLE   128,808 0 0
Taiwan Semiconductor Manufactu SPONSORED ADR 874039100 999 27,315 SH   SOLE   27,315 0 0
Transportadora de Gas del Sur SPONSORED ADR B 893870204 1,831 150,798 SH   SOLE   123,195 0 27,603
iShares 1-3 Year Treasury Bond 1 3 YR TREAS BD 464287457 3,043 36,500 SH   SOLE   36,500 0 0
iShares MSCI India ETF MSCI INDIA ETF 46429B598 13,908 417,770 SH   SOLE   0 0 417,770
iShares MSCI India Small-Cap E MSCI INDIA SM CP 46429B614 5,760 137,154 SH   SOLE   0 0 137,154
iShares MSCI Taiwan ETF MSCI TAIWAN ETF 46434G772 6,297 174,930 SH   SOLE   0 0 174,930