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
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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
AXT Inc. COM 00246W103 588 122,400 SH   SOLE   122,400 0 0
Activision Blizzard Inc. COM 00507V109 17,631 488,249 SH   SOLE   488,249 0 0
Advanced Micro Devices Inc. COM 007903107 20,227 1,783,726 SH   SOLE   1,783,726 0 0
Albemarle Corp. COM 012653101 15,628 181,550 SH   SOLE   181,550 0 0
Allegion PLC COM G0176J109 77 1,207 SH   SOLE   1,207 0 0
Alphabet Inc. COM 02079K305 22,460 28,342 SH   SOLE   28,342 0 0
Amazon.com Inc. COM 023135106 18,875 25,171 SH   SOLE   25,171 0 0
American Airlines Group Inc. COM 02376R102 15,878 340,065 SH   SOLE   340,065 0 0
American Campus Communities In COM 024835100 98 1,964 SH   SOLE   1,964 0 0
American Tower Corp. COM 03027X100 12,952 122,563 SH   SOLE   122,563 0 0
Apogee Enterprises Inc. COM 037598109 5,192 96,945 SH   SOLE   96,945 0 0
Apple Inc. COM 037833100 14,365 124,025 SH   SOLE   124,025 0 0
Applied Optoelectronics Inc. COM 03823U102 767 32,710 SH   SOLE   32,710 0 0
Aqua America Inc. COM 03836W103 94 3,117 SH   SOLE   3,117 0 0
Arista Networks Inc. COM 040413106 10,288 106,309 SH   SOLE   106,309 0 0
Atlassian Corp. PLC COM G06242104 9,026 374,835 SH   SOLE   374,835 0 0
B&G Foods Inc. COM 05508R106 83 1,903 SH   SOLE   1,903 0 0
BMC Stock Holdings Inc. COM 05591B109 8,975 460,262 SH   SOLE   460,262 0 0
Black Knight Financial Service COM 09214X100 14,179 375,109 SH   SOLE   375,109 0 0
BlackRock Inc. COM 09247X101 74 195 SH   SOLE   195 0 0
Blackline Inc. COM 09239B109 7,214 261,076 SH   SOLE   261,076 0 0
Booz Allen Hamilton Holding Co COM 099502106 103 2,869 SH   SOLE   2,869 0 0
Broadcom Ltd. COM Y09827109 19,271 109,016 SH   SOLE   109,016 0 0
Burlington Stores Inc. COM 122017106 15,586 183,903 SH   SOLE   183,903 0 0
CME Group Inc. COM 12572Q105 16,187 140,330 SH   SOLE   140,330 0 0
Calavo Growers Inc. COM 128246105 2,365 38,524 SH   SOLE   38,524 0 0
Callidus Software Inc. COM 13123E500 588 35,000 SH   SOLE   35,000 0 0
Callon Petroleum Co. COM 13123X102 9,814 638,514 SH   SOLE   638,514 0 0
Cardinal Health Inc. COM 14149Y108 81 1,124 SH   SOLE   1,124 0 0
Cedar Fair L.P. COM 150185106 96 1,501 SH   SOLE   1,501 0 0
Celgene Corp. COM 151020104 15,056 130,072 SH   SOLE   130,072 0 0
Charter Communications Inc. COM 16119P108 20,522 71,276 SH   SOLE   71,276 0 0
Chesapeake Energy Corp. COM 165167107 16,743 2,385,007 SH   SOLE   2,385,007 0 0
Ciena Corp. COM 171779309 18,661 764,493 SH   SOLE   764,493 0 0
Cigna Corp. COM 125509109 13,609 102,024 SH   SOLE   102,024 0 0
Cirrus Logic Inc. COM 172755100 10,743 189,999 SH   SOLE   189,999 0 0
Cisco Systems Inc. COM 17275R102 79 2,623 SH   SOLE   2,623 0 0
Coach Inc. COM 189754104 1,856 53,000 SH   SOLE   53,000 0 0
Columbia Sportswear Co. COM 198516106 5,403 92,680 SH   SOLE   92,680 0 0
Comcast Corp. COM 20030N101 103 1,489 SH   SOLE   1,489 0 0
Coresite Realty Corp. COM 21870Q105 110 1,391 SH   SOLE   1,391 0 0
Costco Wholesale Corp. COM 22160K105 13,613 85,020 SH   SOLE   85,020 0 0
Crawford & Company COM 224633206 761 80,359 SH   SOLE   80,359 0 0
Crown Castle International Cor COM 22822V101 90 1,032 SH   SOLE   1,032 0 0
Cryolife Inc. COM 228903100 766 40,000 SH   SOLE   40,000 0 0
CyrusOne Inc. COM 23283R100 127 2,844 SH   SOLE   2,844 0 0
D.R. Horton Inc. COM 23331A109 6,837 250,169 SH   SOLE   250,169 0 0
Dick's Sporting Goods Inc. COM 253393102 13,620 256,499 SH   SOLE   256,499 0 0
DineEquity Inc. COM 254423106 73 947 SH   SOLE   947 0 0
Dr. Pepper Snapple Group Inc. COM 26138E109 78 862 SH   SOLE   862 0 0
Dycom Industries Inc. COM 267475101 16,846 209,817 SH   SOLE   209,817 0 0
Electronic Arts Inc. COM 285512109 16,269 206,567 SH   SOLE   206,567 0 0
Eli Lilly & Co. COM 532457108 8,826 120,000 SH   SOLE   120,000 0 0
Evolent Health Inc. COM 30050B101 407 27,500 SH   SOLE   27,500 0 0
Fabrinet COM G3323L100 725 18,000 SH   SOLE   18,000 0 0
Facebook Inc. COM 30303M102 19,678 171,040 SH   SOLE   171,040 0 0
GMS Inc. COM 36251C103 7,438 254,042 SH   SOLE   254,042 0 0
Global Payments Inc. COM 37940X102 14,579 210,047 SH   SOLE   210,047 0 0
Green Dot Corp. COM 39304D102 777 33,000 SH   SOLE   33,000 0 0
Hannon Armstrong Sustainable C COM 41068X100 82 4,315 SH   SOLE   4,315 0 0
Huntington Ingalls Industries COM 446413106 134 725 SH   SOLE   725 0 0
Intercontinental Exchange Inc. COM 45866F104 105 1,869 SH   SOLE   1,869 0 0
International Flavors & Fragra COM 459506101 81 686 SH   SOLE   686 0 0
J.C. Penney Co. Inc. COM 708160106 12,128 1,459,436 SH   SOLE   1,459,436 0 0
KAR Auction Services Inc. COM 48238T109 107 2,513 SH   SOLE   2,513 0 0
Knight Transportation Inc. COM 499064103 2,968 89,800 SH   SOLE   89,800 0 0
Kosmos Energy Ltd. COM G5315B107 1,409 201,000 SH   SOLE   201,000 0 0
Lennox International Inc. COM 526107107 105 686 SH   SOLE   686 0 0
Live Nation Entertainment Inc. COM 538034109 17,219 647,314 SH   SOLE   647,314 0 0
Lockheed Martin Corp. COM 539830109 127 507 SH   SOLE   507 0 0
LogMeIn Inc. COM 54142L109 12,612 130,626 SH   SOLE   130,626 0 0
Lululemon Athletica Inc. COM 550021109 18,586 285,984 SH   SOLE   285,984 0 0
M/I Homes Inc. COM 55305B101 844 33,500 SH   SOLE   33,500 0 0
Macquarie Infrastructure Corp. COM 55608B105 107 1,314 SH   SOLE   1,314 0 0
Marsh & McLennan Cos. Inc. COM 571748102 3,784 55,985 SH   SOLE   55,985 0 0
Marten Transport Ltd. COM 573075108 1,345 57,710 SH   SOLE   57,710 0 0
Match Group Inc. COM 57665R106 8,017 468,828 SH   SOLE   468,828 0 0
Medpace Holdings Inc. COM 58506Q109 9,246 256,326 SH   SOLE   256,326 0 0
Medtronic PLC COM G5960L103 79 1,103 SH   SOLE   1,103 0 0
Mercury Systems Inc. COM 589378108 803 26,562 SH   SOLE   26,562 0 0
Meta Financial Group Inc. COM 59100U108 1,039 10,100 SH   SOLE   10,100 0 0
Micron Technology Inc. COM 595112103 18,053 823,566 SH   SOLE   823,566 0 0
Microsemi Corp. COM 595137100 15,660 290,153 SH   SOLE   290,153 0 0
Microsoft Corp. COM 594918104 117 1,875 SH   SOLE   1,875 0 0
NIKE Inc. CL B COM 654106103 8,641 170,000 SH   SOLE   170,000 0 0
NMI Holdings Inc. COM 629209305 960 90,170 SH   SOLE   90,170 0 0
NV5 Global Inc. COM 62945V109 1,080 32,335 SH   SOLE   32,335 0 0
NVIDIA Corp. COM 67066G104 12,147 113,800 SH   SOLE   113,800 0 0
Nabors Industries Ltd. COM G6359F103 16,076 980,220 SH   SOLE   980,220 0 0
Netflix Inc. COM 64110L106 18,621 150,410 SH   SOLE   150,410 0 0
Nevro Corp. COM 64157F103 2,928 40,300 SH   SOLE   40,300 0 0
Novartis AG SP ADR COM 66987V109 63 864 SH   SOLE   864 0 0
O'Reilly Automotive Inc. COM 67103H107 11,730 42,131 SH   SOLE   42,131 0 0
Oclaro Inc. COM 67555N206 8,254 922,266 SH   SOLE   922,266 0 0
Ollie's Bargain Outlet Holding COM 681116109 7,675 269,771 SH   SOLE   269,771 0 0
Parsley Energy Inc. COM 701877102 15,861 450,090 SH   SOLE   450,090 0 0
Patheon NV COM N6865W105 1,123 39,100 SH   SOLE   39,100 0 0
Penumbra Inc. COM 70975L107 708 11,100 SH   SOLE   11,100 0 0
Pinnacle Foods Inc. COM 72348P104 13,602 254,474 SH   SOLE   254,474 0 0
Pixelworks Inc. COM 72581M305 630 225,000 SH   SOLE   225,000 0 0
Prestige Brands Holdings Inc. COM 74112D101 11,983 230,000 SH   SOLE   230,000 0 0
Proofpoint Inc. COM 743424103 4,786 67,745 SH   SOLE   67,745 0 0
Qorvo Inc. COM 74736K101 15,020 284,848 SH   SOLE   284,848 0 0
Radian Group, Inc. COM 750236101 12,586 700,000 SH   SOLE   700,000 0 0
Regal Entertainment Group COM 758766109 3,164 153,600 SH   SOLE   153,600 0 0
Repligen Corp. COM 759916109 670 21,730 SH   SOLE   21,730 0 0
Ryman Hospitality Properties COM 78377T107 102 1,624 SH   SOLE   1,624 0 0
Science Applications Internati COM 808625107 144 1,698 SH   SOLE   1,698 0 0
ServiceNow Inc. COM 81762P102 10,409 140,025 SH   SOLE   140,025 0 0
Sherwin-Williams Co. COM 824348106 49 181 SH   SOLE   181 0 0
Shire PLC ADR COM 82481R106 13,821 81,119 SH   SOLE   81,119 0 0
ShoreTel Inc. COM 825211105 675 94,400 SH   SOLE   94,400 0 0
Silicon Motion Technology Corp COM 82706C108 6,947 163,546 SH   SOLE   163,546 0 0
Silver Spring Networks Inc. COM 82817Q103 692 52,000 SH   SOLE   52,000 0 0
Southwest Airlines Co. COM 844741108 88 1,765 SH   SOLE   1,765 0 0
Stag Industrial Inc. COM 85254J102 91 3,800 SH   SOLE   3,800 0 0
Synchrony Financial COM 87165B103 7,388 203,700 SH   SOLE   203,700 0 0
The Allstate Corp. COM 020002101 16,547 223,246 SH   SOLE   223,246 0 0
The Boeing Co. COM 097023105 88 564 SH   SOLE   564 0 0
The Home Depot Inc. COM 437076102 103 769 SH   SOLE   769 0 0
The Interpublic Group of Cos. COM 460690100 3,980 170,000 SH   SOLE   170,000 0 0
The Priceline Group Inc. COM 741503403 15,065 10,276 SH   SOLE   10,276 0 0
The TJX Cos. Inc. COM 872540109 93 1,238 SH   SOLE   1,238 0 0
The Trade Desk Inc. COM 88339J105 5,905 213,415 SH   SOLE   213,415 0 0
The Walt Disney Co. COM 254687106 14,430 138,458 SH   SOLE   138,458 0 0
Thermo Fisher Scientific Inc. COM 883556102 16,161 114,533 SH   SOLE   114,533 0 0
Tower Semiconductor Ltd. COM M87915274 4,871 255,947 SH   SOLE   255,947 0 0
US Silica Holdings Inc. COM 90346E103 907 16,000 SH   SOLE   16,000 0 0
Ulta Salon, Cosmetics & Fragra COM 90384S303 16,540 64,877 SH   SOLE   64,877 0 0
United Parcel Service Inc. CL COM 911312106 66 576 SH   SOLE   576 0 0
UnitedHealth Group Inc. COM 91324P102 13,218 82,590 SH   SOLE   82,590 0 0
Universal Display Corp. COM 91347P105 3,012 53,500 SH   SOLE   53,500 0 0
VCA Inc. COM 918194101 18,275 266,199 SH   SOLE   266,199 0 0
Valero Energy Corp. COM 91913Y100 90 1,314 SH   SOLE   1,314 0 0
Vantiv Inc. COM 92210H105 7,584 127,200 SH   SOLE   127,200 0 0
Visa Inc. COM 92826C839 18,243 233,826 SH   SOLE   233,826 0 0
Vulcan Materials Co. COM 929160109 15,050 120,258 SH   SOLE   120,258 0 0
Waste Connections Inc. COM 94106B101 6,624 84,285 SH   SOLE   84,285 0 0
Whirlpool Corp. COM 963320106 16,727 92,021 SH   SOLE   92,021 0 0
Wingstop Inc. COM 974155103 1,126 38,069 SH   SOLE   38,069 0 0
athenahealth Inc. COM 04685W103 7,362 70,000 SH   SOLE   70,000 0 0