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 |
| Abbott Laboratories | COM | 002824100 | 19,734 | 269,000 | SH | SOLE | 269,000 | 0 | 0 | ||
| Activision Blizzard Inc. | COM | 00507V109 | 22,845 | 274,612 | SH | SOLE | 274,612 | 0 | 0 | ||
| Addus Homecare Corp. | COM | 006739106 | 5,132 | 73,152 | SH | SOLE | 73,152 | 0 | 0 | ||
| Adobe Inc. | COM | 00724F101 | 15,522 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| Advanced Micro Devices Inc. | COM | 007903107 | 43,227 | 1,399,385 | SH | SOLE | 1,399,385 | 0 | 0 | ||
| Align Technology Inc. | COM | 016255101 | 20,735 | 53,000 | SH | SOLE | 53,000 | 0 | 0 | ||
| Alphabet Inc. | COM | 02079K305 | 27,426 | 22,721 | SH | SOLE | 22,721 | 0 | 0 | ||
| Amazon.com Inc. | COM | 023135106 | 57,554 | 28,734 | SH | SOLE | 28,734 | 0 | 0 | ||
| Anthem Inc. | COM | 036752103 | 20,892 | 76,235 | SH | SOLE | 76,235 | 0 | 0 | ||
| Avaya Holdings Corp. | COM | 05351X101 | 19,220 | 868,111 | SH | SOLE | 868,111 | 0 | 0 | ||
| AxoGen Inc. | COM | 05463X106 | 3,685 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| B&G Foods Inc. | COM | 05508R106 | 5,082 | 185,121 | SH | SOLE | 185,121 | 0 | 0 | ||
| BJ's Wholesale Club Holdings I | COM | 05550J101 | 7,381 | 275,600 | SH | SOLE | 275,600 | 0 | 0 | ||
| Benefitfocus Inc. | COM | 08180D106 | 2,760 | 68,238 | SH | SOLE | 68,238 | 0 | 0 | ||
| Bio-Techne Corp. | COM | 09073M104 | 28,940 | 141,786 | SH | SOLE | 141,786 | 0 | 0 | ||
| BioTelemetry Inc. | COM | 090672106 | 1,933 | 29,989 | SH | SOLE | 29,989 | 0 | 0 | ||
| Black Knight Inc. | COM | 09215C105 | 12,254 | 235,875 | SH | SOLE | 235,875 | 0 | 0 | ||
| Booking Holdings Inc. | COM | 09857L108 | 17,997 | 9,071 | SH | SOLE | 9,071 | 0 | 0 | ||
| Boot Barn Holdings Inc. | COM | 099406100 | 14,067 | 495,151 | SH | SOLE | 495,151 | 0 | 0 | ||
| Booz Allen Hamilton Holding Co | COM | 099502106 | 21,341 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| CEVA Inc. | COM | 157210105 | 4,359 | 151,610 | SH | SOLE | 151,610 | 0 | 0 | ||
| CME Group Inc. | COM | 12572Q105 | 20,534 | 120,639 | SH | SOLE | 120,639 | 0 | 0 | ||
| CRA International Inc. | COM | 12618T105 | 545 | 10,850 | SH | SOLE | 10,850 | 0 | 0 | ||
| Calavo Growers Inc. | COM | 128246105 | 4,842 | 50,126 | SH | SOLE | 50,126 | 0 | 0 | ||
| Calix Inc. | COM | 13100M509 | 4,201 | 518,672 | SH | SOLE | 518,672 | 0 | 0 | ||
| CarGurus Inc. | COM | 141788109 | 8,617 | 154,736 | SH | SOLE | 154,736 | 0 | 0 | ||
| CarMax Inc. | COM | 143130102 | 7,140 | 95,620 | SH | SOLE | 95,620 | 0 | 0 | ||
| Carbonite Inc. | COM | 141337105 | 3,433 | 96,300 | SH | SOLE | 96,300 | 0 | 0 | ||
| CareDx Inc. | COM | 14167L103 | 3,543 | 122,800 | SH | SOLE | 122,800 | 0 | 0 | ||
| Cavco Industries Inc. | COM | 149568107 | 11,852 | 46,847 | SH | SOLE | 46,847 | 0 | 0 | ||
| Ceridian HCM Holding Inc. | COM | 15677J108 | 7,363 | 175,190 | SH | SOLE | 175,190 | 0 | 0 | ||
| Chicken Soup For The Soul | COM | 16842Q100 | 903 | 88,560 | SH | SOLE | 88,560 | 0 | 0 | ||
| Ciena Corp. | COM | 171779309 | 21,971 | 703,299 | SH | SOLE | 703,299 | 0 | 0 | ||
| Clean Harbors Inc. | COM | 184496107 | 17,609 | 246,004 | SH | SOLE | 246,004 | 0 | 0 | ||
| DSP Group | COM | 23332B106 | 820 | 68,923 | SH | SOLE | 68,923 | 0 | 0 | ||
| Deckers Outdoor Corp. | COM | 243537107 | 19,144 | 161,441 | SH | SOLE | 161,441 | 0 | 0 | ||
| Delek US Holdings Inc. | COM | 24665A103 | 16,144 | 380,479 | SH | SOLE | 380,479 | 0 | 0 | ||
| Dine Brands Global Inc. | COM | 254423106 | 3,414 | 41,986 | SH | SOLE | 41,986 | 0 | 0 | ||
| Elanco Animal Health Inc. | COM | 28414H103 | 174 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Electronic Arts Inc. | COM | 285512109 | 20,772 | 172,393 | SH | SOLE | 172,393 | 0 | 0 | ||
| Establishment Labs Holdings In | COM | G31249108 | 2,308 | 95,785 | SH | SOLE | 95,785 | 0 | 0 | ||
| EverQuote Inc. | COM | 30041R108 | 2,022 | 136,103 | SH | SOLE | 136,103 | 0 | 0 | ||
| Exact Sciences Corp. | COM | 30063P105 | 7,261 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| Foot Locker Inc. | COM | 344849104 | 17,843 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| Global Eagle Entertainment Inc | COM | 37951D102 | 423 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Global Payments Inc. | COM | 37940X102 | 26,337 | 206,725 | SH | SOLE | 206,725 | 0 | 0 | ||
| Glu Mobile Inc. | COM | 379890106 | 4,175 | 560,351 | SH | SOLE | 560,351 | 0 | 0 | ||
| Green Dot Corp. | COM | 39304D102 | 7,376 | 83,047 | SH | SOLE | 83,047 | 0 | 0 | ||
| GrowGeneration Corp. | COM | 39986L109 | 688 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| GrubHub Inc. | COM | 400110102 | 24,844 | 179,225 | SH | SOLE | 179,225 | 0 | 0 | ||
| HMS Holdings Corp. | COM | 40425J101 | 13,531 | 412,411 | SH | SOLE | 412,411 | 0 | 0 | ||
| Harris Corp. | COM | 413875105 | 21,828 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | ||
| Houston Wire & Cable Co. | COM | 44244K109 | 459 | 59,600 | SH | SOLE | 59,600 | 0 | 0 | ||
| Hub Group Inc. | COM | 443320106 | 10,488 | 230,005 | SH | SOLE | 230,005 | 0 | 0 | ||
| ICU Medical Inc. | COM | 44930G107 | 5,203 | 18,400 | SH | SOLE | 18,400 | 0 | 0 | ||
| Internap Corp. | COM | 45885A409 | 4,321 | 342,112 | SH | SOLE | 342,112 | 0 | 0 | ||
| Liberty Media Corp.-Liberty Fo | COM | 531229854 | 21,423 | 576,038 | SH | SOLE | 576,038 | 0 | 0 | ||
| Limelight Networks Inc. | COM | 53261M104 | 12,824 | 2,554,579 | SH | SOLE | 2,554,579 | 0 | 0 | ||
| Lumentum Holdings Inc. | COM | 55024U109 | 19,347 | 322,724 | SH | SOLE | 322,724 | 0 | 0 | ||
| Mastercard Inc. | COM | 57636Q104 | 16,406 | 73,700 | SH | SOLE | 73,700 | 0 | 0 | ||
| Match Group Inc. | COM | 57665R106 | 23,807 | 411,100 | SH | SOLE | 411,100 | 0 | 0 | ||
| MicroVision Inc. | COM | 594960304 | 765 | 631,853 | SH | SOLE | 631,853 | 0 | 0 | ||
| Micron Technology Inc. | COM | 595112103 | 3,502 | 77,420 | SH | SOLE | 77,420 | 0 | 0 | ||
| Microsoft Corp. | COM | 594918104 | 47,304 | 413,605 | SH | SOLE | 413,605 | 0 | 0 | ||
| NV5 Global Inc. | COM | 62945V109 | 4,136 | 47,710 | SH | SOLE | 47,710 | 0 | 0 | ||
| NVIDIA Corp. | COM | 67066G104 | 28,484 | 101,358 | SH | SOLE | 101,358 | 0 | 0 | ||
| NeoGenomics Inc. | COM | 64049M209 | 3,069 | 199,931 | SH | SOLE | 199,931 | 0 | 0 | ||
| Netflix Inc. | COM | 64110L106 | 20,292 | 54,239 | SH | SOLE | 54,239 | 0 | 0 | ||
| Neuronetics Inc. | COM | 64131A105 | 1,397 | 43,572 | SH | SOLE | 43,572 | 0 | 0 | ||
| NextGen Healthcare | COM | 65343C102 | 614 | 30,600 | SH | SOLE | 30,600 | 0 | 0 | ||
| Noodles & Co. | COM | 65540B105 | 4,978 | 411,439 | SH | SOLE | 411,439 | 0 | 0 | ||
| PRA Health Sciences Inc. | COM | 69354M108 | 8,488 | 77,032 | SH | SOLE | 77,032 | 0 | 0 | ||
| PVH Corp. | COM | 693656100 | 17,530 | 121,400 | SH | SOLE | 121,400 | 0 | 0 | ||
| Pixelworks Inc. | COM | 72581M305 | 1,015 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| QAD Inc. | COM | 74727D306 | 4,258 | 75,170 | SH | SOLE | 75,170 | 0 | 0 | ||
| QIAGEN N.V. | COM | N72482123 | 20,148 | 531,900 | SH | SOLE | 531,900 | 0 | 0 | ||
| R1 RCM Inc. | COM | 749397105 | 4,002 | 393,869 | SH | SOLE | 393,869 | 0 | 0 | ||
| Red Lion Hotels Corp. | COM | 756764106 | 794 | 63,500 | SH | SOLE | 63,500 | 0 | 0 | ||
| Regeneron Pharmaceuticals Inc. | COM | 75886F107 | 20,020 | 49,550 | SH | SOLE | 49,550 | 0 | 0 | ||
| RingCentral Inc. | COM | 76680R206 | 17,819 | 191,500 | SH | SOLE | 191,500 | 0 | 0 | ||
| Rocky Brands Inc. | COM | 774515100 | 696 | 24,600 | SH | SOLE | 24,600 | 0 | 0 | ||
| RumbleOn Inc. | COM | 781386206 | 709 | 67,700 | SH | SOLE | 67,700 | 0 | 0 | ||
| Rush Enterprises Inc. | COM | 781846209 | 10,023 | 254,977 | SH | SOLE | 254,977 | 0 | 0 | ||
| SVMK Inc. | COM | 78489X103 | 2,725 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| Salesforce.com Inc. | COM | 79466L302 | 29,958 | 188,379 | SH | SOLE | 188,379 | 0 | 0 | ||
| ServiceNow Inc. | COM | 81762P102 | 15,848 | 81,012 | SH | SOLE | 81,012 | 0 | 0 | ||
| Sientra Inc. | COM | 82621J105 | 769 | 32,210 | SH | SOLE | 32,210 | 0 | 0 | ||
| Silicon Motion Technology Corp | COM | 82706C108 | 3,232 | 60,179 | SH | SOLE | 60,179 | 0 | 0 | ||
| Six Flags Entertainment Corp. | COM | 83001A102 | 16,073 | 230,200 | SH | SOLE | 230,200 | 0 | 0 | ||
| Skyline Champion Corp. | COM | 830830105 | 3,571 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Smartsheet Inc. | COM | 83200N103 | 2,426 | 77,597 | SH | SOLE | 77,597 | 0 | 0 | ||
| Spotify Technology SA | COM | L8681T102 | 20,883 | 115,484 | SH | SOLE | 115,484 | 0 | 0 | ||
| Take-Two Interactive Software | COM | 874054109 | 26,463 | 191,775 | SH | SOLE | 191,775 | 0 | 0 | ||
| Tandem Diabetes Care Inc. | COM | 875372203 | 21,414 | 499,855 | SH | SOLE | 499,855 | 0 | 0 | ||
| TechTarget | COM | 87874R100 | 2,854 | 146,950 | SH | SOLE | 146,950 | 0 | 0 | ||
| The Chef's Warehouse Inc. | COM | 163086101 | 5,915 | 162,723 | SH | SOLE | 162,723 | 0 | 0 | ||
| The Lovesac Co. | COM | 54738L109 | 557 | 22,310 | SH | SOLE | 22,310 | 0 | 0 | ||
| The Meet Group Inc. | COM | 58513U101 | 1,066 | 215,390 | SH | SOLE | 215,390 | 0 | 0 | ||
| The Sherwin-Williams Co. | COM | 824348106 | 17,749 | 38,990 | SH | SOLE | 38,990 | 0 | 0 | ||
| The Simply Good Foods Co. | COM | 82900L102 | 4,920 | 252,951 | SH | SOLE | 252,951 | 0 | 0 | ||
| The TJX Cos. Inc. | COM | 872540109 | 20,506 | 183,060 | SH | SOLE | 183,060 | 0 | 0 | ||
| The Trade Desk Inc. | COM | 88339J105 | 33,261 | 220,406 | SH | SOLE | 220,406 | 0 | 0 | ||
| Thermo Fisher Scientific Inc. | COM | 883556102 | 20,764 | 85,072 | SH | SOLE | 85,072 | 0 | 0 | ||
| Tilly's Inc. CL A | COM | 886885102 | 3,316 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| Universal Display Corp. | COM | 91347P105 | 23,549 | 199,735 | SH | SOLE | 199,735 | 0 | 0 | ||
| Upland Software Inc. | COM | 91544A109 | 3,750 | 116,072 | SH | SOLE | 116,072 | 0 | 0 | ||
| VF Corp. | COM | 918204108 | 19,905 | 213,000 | SH | SOLE | 213,000 | 0 | 0 | ||
| Vail Resorts Inc. | COM | 91879Q109 | 23,145 | 84,342 | SH | SOLE | 84,342 | 0 | 0 | ||
| Visa Inc. | COM | 92826C839 | 23,273 | 155,057 | SH | SOLE | 155,057 | 0 | 0 | ||
| Vocera Communications Inc. | COM | 92857F107 | 4,696 | 128,366 | SH | SOLE | 128,366 | 0 | 0 | ||
| Wex Inc. | COM | 96208T104 | 3,212 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| Wolverine World Wide Inc. | COM | 978097103 | 21,442 | 549,090 | SH | SOLE | 549,090 | 0 | 0 | ||
| WorldPay Inc. | COM | 981558109 | 8,621 | 85,124 | SH | SOLE | 85,124 | 0 | 0 | ||
| Wright Medical Group N.V. | COM | N96617118 | 6,675 | 230,010 | SH | SOLE | 230,010 | 0 | 0 | ||
| XPO Logistics Inc. | COM | 983793100 | 28,923 | 253,335 | SH | SOLE | 253,335 | 0 | 0 | ||
| ehealth Inc. | COM | 28238P109 | 4,448 | 157,382 | SH | SOLE | 157,382 | 0 | 0 | ||