The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ACCO Brands Corp. | COM | 00081T108 | 1,957 | 203,000 | SH | SOLE | 203,000 | 0 | 0 | ||
| ARRIS International PLC | COM | G0551A103 | 18,604 | 656,695 | SH | SOLE | 656,695 | 0 | 0 | ||
| Activision Blizzard Inc. | COM | 00507V109 | 21,485 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| Advanced Micro Devices Inc. | COM | 007903107 | 20,099 | 2,908,690 | SH | SOLE | 2,908,690 | 0 | 0 | ||
| Allegion PLC | COM | G0176J109 | 136 | 1,970 | SH | SOLE | 1,970 | 0 | 0 | ||
| Alphabet Inc. | COM | 02079K305 | 19,461 | 24,204 | SH | SOLE | 24,204 | 0 | 0 | ||
| Amazon.com Inc. | COM | 023135106 | 20,749 | 24,780 | SH | SOLE | 24,780 | 0 | 0 | ||
| Ambarella Inc. | COM | G037AX101 | 1,303 | 17,700 | SH | SOLE | 17,700 | 0 | 0 | ||
| American Campus Communities In | COM | 024835100 | 163 | 3,205 | SH | SOLE | 3,205 | 0 | 0 | ||
| American Tower Corp. | COM | 03027X100 | 13,950 | 123,093 | SH | SOLE | 123,093 | 0 | 0 | ||
| Amira Natire Foods LTD | COM | G0335L102 | 290 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Apogee Enterprises Inc. | COM | 037598109 | 4,348 | 97,303 | SH | SOLE | 97,303 | 0 | 0 | ||
| Applied Materials | COM | 038222105 | 15,979 | 530,000 | SH | SOLE | 530,000 | 0 | 0 | ||
| Astec Industries Inc. | COM | 046224101 | 8,382 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| At Home Group Inc. | COM | 04650Y100 | 3,727 | 246,000 | SH | SOLE | 246,000 | 0 | 0 | ||
| Atlassian Corp. PLC | COM | G06242104 | 11,255 | 375,545 | SH | SOLE | 375,545 | 0 | 0 | ||
| B&G Foods Inc. | COM | 05508R106 | 16,424 | 333,950 | SH | SOLE | 333,950 | 0 | 0 | ||
| BMC Stock Holdings Inc. | COM | 05591B109 | 8,503 | 479,602 | SH | SOLE | 479,602 | 0 | 0 | ||
| Beacon Roofing Supply Inc. | COM | 073685109 | 15,282 | 363,263 | SH | SOLE | 363,263 | 0 | 0 | ||
| Black Knight Financial Service | COM | 09214X100 | 15,339 | 375,046 | SH | SOLE | 375,046 | 0 | 0 | ||
| BlackRock Inc. | COM | 09247X101 | 111 | 305 | SH | SOLE | 305 | 0 | 0 | ||
| Boise Cascade Co. | COM | 09739D100 | 8,159 | 321,239 | SH | SOLE | 321,239 | 0 | 0 | ||
| Booz Allen Hamilton Holding Co | COM | 099502106 | 148 | 4,680 | SH | SOLE | 4,680 | 0 | 0 | ||
| Boston Scientific Corp. | COM | 101137107 | 15,213 | 639,205 | SH | SOLE | 639,205 | 0 | 0 | ||
| Broadcom Ltd. | COM | Y09827109 | 22,765 | 131,957 | SH | SOLE | 131,957 | 0 | 0 | ||
| CEVA Inc. | COM | 157210105 | 905 | 25,800 | SH | SOLE | 25,800 | 0 | 0 | ||
| CME Group Inc. | COM | 12572Q105 | 14,724 | 140,873 | SH | SOLE | 140,873 | 0 | 0 | ||
| CVS Health Corp. | COM | 126650100 | 129 | 1,445 | SH | SOLE | 1,445 | 0 | 0 | ||
| Calavo Growers Inc. | COM | 128246105 | 1,883 | 28,781 | SH | SOLE | 28,781 | 0 | 0 | ||
| Callon Petroleum Co. | COM | 13123X102 | 9,027 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| Cardinal Health Inc. | COM | 14149Y108 | 143 | 1,835 | SH | SOLE | 1,835 | 0 | 0 | ||
| Carlisle Cos. Inc. | COM | 142339100 | 15,775 | 153,800 | SH | SOLE | 153,800 | 0 | 0 | ||
| Cavco Industries Inc. | COM | 149568107 | 1,723 | 17,400 | SH | SOLE | 17,400 | 0 | 0 | ||
| Cedar Fair L.P. | COM | 150185106 | 140 | 2,450 | SH | SOLE | 2,450 | 0 | 0 | ||
| Central Garden and Pet Co. | COM | 153527205 | 8,556 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| Charter Communications Inc. | COM | 16119P108 | 19,792 | 73,313 | SH | SOLE | 73,313 | 0 | 0 | ||
| Chesapeake Energy Corp | COM | 165167107 | 19,492 | 3,108,800 | SH | SOLE | 3,108,800 | 0 | 0 | ||
| Church & Dwight Co. Inc. | COM | 171340102 | 8,987 | 187,540 | SH | SOLE | 187,540 | 0 | 0 | ||
| Ciena Corp. | COM | 171779309 | 16,921 | 776,200 | SH | SOLE | 776,200 | 0 | 0 | ||
| Cintas Corp. | COM | 172908105 | 5,078 | 45,100 | SH | SOLE | 45,100 | 0 | 0 | ||
| Cirrus Logic Inc. | COM | 172755100 | 9,841 | 185,147 | SH | SOLE | 185,147 | 0 | 0 | ||
| Cisco Systems Inc. | COM | 17275R102 | 136 | 4,280 | SH | SOLE | 4,280 | 0 | 0 | ||
| Coach Inc. | COM | 189754104 | 3,251 | 88,918 | SH | SOLE | 88,918 | 0 | 0 | ||
| Columbia Sportswear Co. | COM | 198516106 | 4,985 | 87,859 | SH | SOLE | 87,859 | 0 | 0 | ||
| Comcast Corp. | COM | 20030N101 | 161 | 2,430 | SH | SOLE | 2,430 | 0 | 0 | ||
| Comfort Systems USA Inc. | COM | 199908104 | 7,622 | 260,052 | SH | SOLE | 260,052 | 0 | 0 | ||
| Coresite Realty Corp. | COM | 21870Q105 | 168 | 2,270 | SH | SOLE | 2,270 | 0 | 0 | ||
| Crawford & Company | COM | 224633206 | 567 | 63,259 | SH | SOLE | 63,259 | 0 | 0 | ||
| Crown Castle International Cor | COM | 22822V101 | 157 | 1,670 | SH | SOLE | 1,670 | 0 | 0 | ||
| CyrusOne Inc. | COM | 23283R100 | 221 | 4,640 | SH | SOLE | 4,640 | 0 | 0 | ||
| D.R. Horton Inc. | COM | 23331A109 | 7,457 | 246,920 | SH | SOLE | 246,920 | 0 | 0 | ||
| Dick's Sporting Goods Inc. | COM | 253393102 | 9,696 | 170,950 | SH | SOLE | 170,950 | 0 | 0 | ||
| DineEquity Inc. | COM | 254423106 | 121 | 1,530 | SH | SOLE | 1,530 | 0 | 0 | ||
| Dollar Tree Inc. | COM | 256746108 | 15,156 | 192,023 | SH | SOLE | 192,023 | 0 | 0 | ||
| Dr. Pepper Snapple Group Inc. | COM | 26138E109 | 127 | 1,390 | SH | SOLE | 1,390 | 0 | 0 | ||
| Dycom Industries Inc. | COM | 267475101 | 17,041 | 208,375 | SH | SOLE | 208,375 | 0 | 0 | ||
| Electronic Arts Inc. | COM | 285512109 | 27,574 | 322,886 | SH | SOLE | 322,886 | 0 | 0 | ||
| Entellus Medical Inc. | COM | 29363K105 | 765 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||
| Evolent Health Inc. | COM | 30050B101 | 7,386 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| FNF Group | COM | 31620R303 | 14,515 | 393,256 | SH | SOLE | 393,256 | 0 | 0 | ||
| Fabrinet | COM | G3323L100 | 803 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| Facebook Inc. | COM | 30303M102 | 21,920 | 170,889 | SH | SOLE | 170,889 | 0 | 0 | ||
| FleetCor Technologies Inc. | COM | 339041105 | 22,050 | 126,920 | SH | SOLE | 126,920 | 0 | 0 | ||
| Ford Motor Co. | COM | 345370860 | 131 | 10,860 | SH | SOLE | 10,860 | 0 | 0 | ||
| GMS Inc. | COM | 36251C103 | 5,646 | 253,975 | SH | SOLE | 253,975 | 0 | 0 | ||
| Guidewire Software Inc. | COM | 40171V100 | 14,325 | 238,829 | SH | SOLE | 238,829 | 0 | 0 | ||
| H&R Block Inc. | COM | 093671105 | 94 | 4,080 | SH | SOLE | 4,080 | 0 | 0 | ||
| Hannon Armstrong Sustainable C | COM | 41068X100 | 165 | 7,040 | SH | SOLE | 7,040 | 0 | 0 | ||
| Healthcare Services Group Inc. | COM | 421906108 | 14,447 | 365,000 | SH | SOLE | 365,000 | 0 | 0 | ||
| Hertz Global Holdings Inc. | COM | 42806J106 | 11,779 | 293,305 | SH | SOLE | 293,305 | 0 | 0 | ||
| HomeStreet Inc. | COM | 43785V102 | 787 | 31,400 | SH | SOLE | 31,400 | 0 | 0 | ||
| Huntington Ingalls Industries | COM | 446413106 | 179 | 1,165 | SH | SOLE | 1,165 | 0 | 0 | ||
| Intercontinental Exchange Inc. | COM | 45866F104 | 164 | 610 | SH | SOLE | 610 | 0 | 0 | ||
| International Flavors & Fragra | COM | 459506101 | 160 | 1,120 | SH | SOLE | 1,120 | 0 | 0 | ||
| KAR Auction Services Inc. | COM | 48238T109 | 25,245 | 584,912 | SH | SOLE | 584,912 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 17,330 | 185,700 | SH | SOLE | 185,700 | 0 | 0 | ||
| Kosmos Energy Ltd. | COM | G5315B107 | 1,054 | 164,500 | SH | SOLE | 164,500 | 0 | 0 | ||
| Lennox International Inc. | COM | 526107107 | 14,447 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| Live Nation Entertainment Inc. | COM | 538034109 | 18,748 | 682,250 | SH | SOLE | 682,250 | 0 | 0 | ||
| Lockheed Martin Corp. | COM | 539830109 | 195 | 815 | SH | SOLE | 815 | 0 | 0 | ||
| LogMeIn Inc. | COM | 54142L109 | 687 | 7,600 | SH | SOLE | 7,600 | 0 | 0 | ||
| M/I Homes Inc. | COM | 55305B101 | 790 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| Macquarie Infrastructure Corp. | COM | 55608B105 | 179 | 2,145 | SH | SOLE | 2,145 | 0 | 0 | ||
| Marsh & McLennan Cos. Inc. | COM | 571748102 | 5,343 | 79,445 | SH | SOLE | 79,445 | 0 | 0 | ||
| MasTec Inc. | COM | 576323109 | 10,870 | 365,500 | SH | SOLE | 365,500 | 0 | 0 | ||
| Medpace Holdings Inc. | COM | 58506Q109 | 8,074 | 270,380 | SH | SOLE | 270,380 | 0 | 0 | ||
| Medtronic PLC | COM | G5960L103 | 13,867 | 160,500 | SH | SOLE | 160,500 | 0 | 0 | ||
| Mercury Systems Inc. | COM | 589378108 | 644 | 26,207 | SH | SOLE | 26,207 | 0 | 0 | ||
| Meta Financial Group Inc. | COM | 59100U108 | 806 | 13,300 | SH | SOLE | 13,300 | 0 | 0 | ||
| Microsoft Corp. | COM | 594918104 | 176 | 3,060 | SH | SOLE | 3,060 | 0 | 0 | ||
| NV5 Global Inc. | COM | 62945V109 | 793 | 24,535 | SH | SOLE | 24,535 | 0 | 0 | ||
| NVIDIA Corp. | COM | 67066G104 | 3,179 | 46,400 | SH | SOLE | 46,400 | 0 | 0 | ||
| Netflix Inc. | COM | 64110L106 | 15,573 | 158,025 | SH | SOLE | 158,025 | 0 | 0 | ||
| Nevro Corp. | COM | 64157F103 | 699 | 6,700 | SH | SOLE | 6,700 | 0 | 0 | ||
| Nimble Storage Inc. | COM | 65440R101 | 1,943 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Novartis AG SP ADR | COM | 66987V109 | 111 | 1,410 | SH | SOLE | 1,410 | 0 | 0 | ||
| Nutrisystem Inc. | COM | 67069D108 | 391 | 13,168 | SH | SOLE | 13,168 | 0 | 0 | ||
| Oclaro Inc. | COM | 67555N206 | 7,695 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| Oxford Industries Inc. | COM | 691497309 | 8,801 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| Parsley Energy Inc. | COM | 701877102 | 15,079 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| Patterson Cos. Inc. | COM | 703395103 | 149 | 3,250 | SH | SOLE | 3,250 | 0 | 0 | ||
| Pfizer Inc. | COM | 717081103 | 13,209 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| Pinnacle Foods Inc. | COM | 72348P104 | 8,056 | 160,565 | SH | SOLE | 160,565 | 0 | 0 | ||
| Pixelworks Inc. | COM | 72581M305 | 628 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Proofpoint Inc. | COM | 743424103 | 3,997 | 53,400 | SH | SOLE | 53,400 | 0 | 0 | ||
| Rapid7 Inc. | COM | 753422104 | 738 | 41,800 | SH | SOLE | 41,800 | 0 | 0 | ||
| Repligen Corp. | COM | 759916109 | 681 | 22,550 | SH | SOLE | 22,550 | 0 | 0 | ||
| Rex American Resources | COM | 761624105 | 865 | 10,200 | SH | SOLE | 10,200 | 0 | 0 | ||
| Ryman Hospitality Properties | COM | 78377T107 | 128 | 2,650 | SH | SOLE | 2,650 | 0 | 0 | ||
| Sabre Corp. | COM | 78573M104 | 10,399 | 369,029 | SH | SOLE | 369,029 | 0 | 0 | ||
| Science Applications Internati | COM | 808625107 | 192 | 2,770 | SH | SOLE | 2,770 | 0 | 0 | ||
| Sequential Brands Group Inc. | COM | 81734P107 | 2,659 | 332,430 | SH | SOLE | 332,430 | 0 | 0 | ||
| Sherwin-Williams Co. | COM | 824348106 | 77 | 280 | SH | SOLE | 280 | 0 | 0 | ||
| ShoreTel Inc. | COM | 825211105 | 772 | 96,540 | SH | SOLE | 96,540 | 0 | 0 | ||
| Silicon Motion Technology Corp | COM | 82706C108 | 8,286 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| Silver Spring Networks Inc. | COM | 82817Q103 | 737 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| Southwest Airlines Co. | COM | 844741108 | 112 | 2,880 | SH | SOLE | 2,880 | 0 | 0 | ||
| Stag Industrial Inc. | COM | 85254J102 | 152 | 6,200 | SH | SOLE | 6,200 | 0 | 0 | ||
| Steel Dynamics Inc. | COM | 858119100 | 4,998 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Synchronoss Technologies Inc. | COM | 87157B103 | 7,907 | 192,000 | SH | SOLE | 192,000 | 0 | 0 | ||
| Synchrony Financial | COM | 87165B103 | 5,978 | 213,500 | SH | SOLE | 213,500 | 0 | 0 | ||
| The Allstate Corp. | COM | 020002101 | 18,510 | 267,557 | SH | SOLE | 267,557 | 0 | 0 | ||
| The Boeing Company | COM | 097023105 | 121 | 920 | SH | SOLE | 920 | 0 | 0 | ||
| The Home Depot Inc. | COM | 437076102 | 161 | 1,255 | SH | SOLE | 1,255 | 0 | 0 | ||
| The Priceline Group Inc. | COM | 741503403 | 15,096 | 10,259 | SH | SOLE | 10,259 | 0 | 0 | ||
| The TJX Cos. Inc. | COM | 872540109 | 15,085 | 201,720 | SH | SOLE | 201,720 | 0 | 0 | ||
| The Trade Desk Inc. | COM | 88339J105 | 3,292 | 112,700 | SH | SOLE | 112,700 | 0 | 0 | ||
| The Walt Disney Co. | COM | 254687106 | 118 | 1,270 | SH | SOLE | 1,270 | 0 | 0 | ||
| Thermo Fisher Scientific Inc. | COM | 883556102 | 18,215 | 114,514 | SH | SOLE | 114,514 | 0 | 0 | ||
| TriNet Group Inc. | COM | 896288107 | 655 | 30,300 | SH | SOLE | 30,300 | 0 | 0 | ||
| United Parcel Service Inc. CL | COM | 911312106 | 103 | 940 | SH | SOLE | 940 | 0 | 0 | ||
| UnitedHealth Group Inc. | COM | 91324P102 | 17,132 | 122,371 | SH | SOLE | 122,371 | 0 | 0 | ||
| VCA Inc. | COM | 918194101 | 20,997 | 300,041 | SH | SOLE | 300,041 | 0 | 0 | ||
| Valero Energy Corp. | COM | 91913Y100 | 114 | 2,145 | SH | SOLE | 2,145 | 0 | 0 | ||
| Vantiv Inc. | COM | 92210H105 | 7,158 | 127,200 | SH | SOLE | 127,200 | 0 | 0 | ||
| Visa Inc. | COM | 92826C839 | 19,851 | 240,032 | SH | SOLE | 240,032 | 0 | 0 | ||
| Vista Outdoor Inc. | COM | 928377100 | 11,551 | 289,800 | SH | SOLE | 289,800 | 0 | 0 | ||
| Vonage Holdings Corp. | COM | 92886T201 | 9,797 | 1,482,115 | SH | SOLE | 1,482,115 | 0 | 0 | ||
| Waste Connections Inc. | COM | 94106B101 | 7,175 | 96,050 | SH | SOLE | 96,050 | 0 | 0 | ||
| Wingstop Inc. | COM | 974155103 | 722 | 24,640 | SH | SOLE | 24,640 | 0 | 0 | ||
| Wolverine World Wide Inc. | COM | 978097103 | 13,203 | 573,300 | SH | SOLE | 573,300 | 0 | 0 | ||
| Xilinx Inc. | COM | 983919101 | 2,989 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||