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 |
| 1-800-Flowers.Com | COM | 68243Q106 | 1,372 | 112,189 | SH | SOLE | 112,189 | 0 | 0 | ||
| Abbott Laboratories | COM | 002824100 | 19,457 | 269,000 | SH | SOLE | 269,000 | 0 | 0 | ||
| Adobe Inc. | COM | 00724F101 | 13,009 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| Advanced Micro Devices Inc. | COM | 007903107 | 21,373 | 1,157,816 | SH | SOLE | 1,157,816 | 0 | 0 | ||
| Alphabet Inc. | COM | 02079K305 | 23,743 | 22,721 | SH | SOLE | 22,721 | 0 | 0 | ||
| Amazon.com Inc. | COM | 023135106 | 27,217 | 18,121 | SH | SOLE | 18,121 | 0 | 0 | ||
| Aquantia Corp. | COM | 03842Q108 | 3,233 | 368,599 | SH | SOLE | 368,599 | 0 | 0 | ||
| AstraZeneca PLC Spons ADR | COM | 046353108 | 15,347 | 404,089 | SH | SOLE | 404,089 | 0 | 0 | ||
| Avaya Holdings Corp. | COM | 05351X101 | 12,647 | 868,601 | SH | SOLE | 868,601 | 0 | 0 | ||
| BJ's Wholesale Club Holdings I | COM | 05550J101 | 6,497 | 293,207 | SH | SOLE | 293,207 | 0 | 0 | ||
| Benefitfocus Inc. | COM | 08180D106 | 3,863 | 84,495 | SH | SOLE | 84,495 | 0 | 0 | ||
| Black Knight Inc. | COM | 09215C105 | 13,783 | 305,875 | SH | SOLE | 305,875 | 0 | 0 | ||
| Booking Holdings Inc. | COM | 09857L108 | 17,746 | 10,303 | SH | SOLE | 10,303 | 0 | 0 | ||
| Booz Allen Hamilton Holding Co | COM | 099502106 | 19,380 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| Boston Scientific Corp. | COM | 101137107 | 71 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| Brunswick Corp. | COM | 117043109 | 16,655 | 358,550 | SH | SOLE | 358,550 | 0 | 0 | ||
| Burlington Stores Inc. | COM | 122017106 | 12,200 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CME Group Inc. | COM | 12572Q105 | 22,695 | 120,639 | SH | SOLE | 120,639 | 0 | 0 | ||
| CRA International Inc. | COM | 12618T105 | 968 | 22,739 | SH | SOLE | 22,739 | 0 | 0 | ||
| Calavo Growers Inc. | COM | 128246105 | 3,657 | 50,126 | SH | SOLE | 50,126 | 0 | 0 | ||
| Calix Inc. | COM | 13100M509 | 6,502 | 666,901 | SH | SOLE | 666,901 | 0 | 0 | ||
| CarGurus Inc. | COM | 141788109 | 5,066 | 150,192 | SH | SOLE | 150,192 | 0 | 0 | ||
| CareDx Inc. | COM | 14167L103 | 5,204 | 206,995 | SH | SOLE | 206,995 | 0 | 0 | ||
| Ceridian HCM Holding Inc. | COM | 15677J108 | 6,042 | 175,190 | SH | SOLE | 175,190 | 0 | 0 | ||
| Chicken Soup For The Soul | COM | 16842Q100 | 597 | 79,385 | SH | SOLE | 79,385 | 0 | 0 | ||
| Chipotle Mexican Grill Inc. | COM | 169656105 | 16,219 | 37,563 | SH | SOLE | 37,563 | 0 | 0 | ||
| Ciena Corp. | COM | 171779309 | 30,092 | 887,399 | SH | SOLE | 887,399 | 0 | 0 | ||
| Cintas Corp. | COM | 172908105 | 5,955 | 35,450 | SH | SOLE | 35,450 | 0 | 0 | ||
| Cisco Systems Inc. | COM | 17275R102 | 11,482 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| Clarus Corp. | COM | 18270P109 | 500 | 49,414 | SH | SOLE | 49,414 | 0 | 0 | ||
| Comcast Corp. | COM | 20030N101 | 13,109 | 385,000 | SH | SOLE | 385,000 | 0 | 0 | ||
| Cree Inc. | COM | 225447101 | 5,390 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
| Crocs Inc. | COM | 227046109 | 6,394 | 246,107 | SH | SOLE | 246,107 | 0 | 0 | ||
| Cryoport Inc. | COM | 229050307 | 4,901 | 444,347 | SH | SOLE | 444,347 | 0 | 0 | ||
| Deckers Outdoor Corp. | COM | 243537107 | 21,068 | 164,661 | SH | SOLE | 164,661 | 0 | 0 | ||
| Dine Brands Global Inc. | COM | 254423106 | 2,827 | 41,986 | SH | SOLE | 41,986 | 0 | 0 | ||
| Dollar General Corp. | COM | 256677105 | 13,132 | 121,500 | SH | SOLE | 121,500 | 0 | 0 | ||
| Dollar Tree Inc. | COM | 256746108 | 18,952 | 209,828 | SH | SOLE | 209,828 | 0 | 0 | ||
| Elanco Animal Health Inc. | COM | 28414H103 | 12,921 | 409,800 | SH | SOLE | 409,800 | 0 | 0 | ||
| Eli Lilly & Co. | COM | 532457108 | 3,356 | 29,000 | SH | SOLE | 29,000 | 0 | 0 | ||
| Emergent BioSolutions Inc. | COM | 29089Q105 | 15,232 | 256,945 | SH | SOLE | 256,945 | 0 | 0 | ||
| Establishment Labs Holdings In | COM | G31249108 | 6,270 | 228,656 | SH | SOLE | 228,656 | 0 | 0 | ||
| EverQuote Inc. | COM | 30041R108 | 652 | 156,000 | SH | SOLE | 156,000 | 0 | 0 | ||
| Evolent Health Inc. | COM | 30050B101 | 2,742 | 137,450 | SH | SOLE | 137,450 | 0 | 0 | ||
| Exact Sciences Corp. | COM | 30063P105 | 6,191 | 98,110 | SH | SOLE | 98,110 | 0 | 0 | ||
| Fabrinet | COM | G3323L100 | 3,617 | 70,500 | SH | SOLE | 70,500 | 0 | 0 | ||
| Five Below Inc. | COM | 33829M101 | 18,150 | 177,382 | SH | SOLE | 177,382 | 0 | 0 | ||
| Foot Locker Inc. | COM | 344849104 | 18,620 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| Global Eagle Entertainment Inc | COM | 37951D102 | 840 | 376,872 | SH | SOLE | 376,872 | 0 | 0 | ||
| Global Payments Inc. | COM | 37940X102 | 21,358 | 207,100 | SH | SOLE | 207,100 | 0 | 0 | ||
| Glu Mobile Inc. | COM | 379890106 | 5,362 | 664,477 | SH | SOLE | 664,477 | 0 | 0 | ||
| Green Dot Corp. | COM | 39304D102 | 6,604 | 83,047 | SH | SOLE | 83,047 | 0 | 0 | ||
| GrowGeneration Corp. | COM | 39986L109 | 754 | 335,323 | SH | SOLE | 335,323 | 0 | 0 | ||
| Guardant Health Inc. | COM | 40131M109 | 10,935 | 290,909 | SH | SOLE | 290,909 | 0 | 0 | ||
| HMS Holdings Corp. | COM | 40425J101 | 11,430 | 406,311 | SH | SOLE | 406,311 | 0 | 0 | ||
| Helen of Troy Ltd. | COM | G4388N106 | 15,086 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| Henry Schein Inc. | COM | 806407102 | 15,154 | 193,000 | SH | SOLE | 193,000 | 0 | 0 | ||
| Heritage Crysal Clean Inc. | COM | 42726M106 | 938 | 40,748 | SH | SOLE | 40,748 | 0 | 0 | ||
| Houston Wire & Cable Co. | COM | 44244K109 | 630 | 124,491 | SH | SOLE | 124,491 | 0 | 0 | ||
| Hub Group Inc. | COM | 443320106 | 2,244 | 60,522 | SH | SOLE | 60,522 | 0 | 0 | ||
| Illumina Inc. | COM | 452327109 | 9,253 | 30,850 | SH | SOLE | 30,850 | 0 | 0 | ||
| Insperity Inc. | COM | 45778Q107 | 15,404 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| Integer Holdings Corp. | COM | 45826H109 | 8,236 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| Keysight Technologies Inc. | COM | 49338L103 | 17,581 | 283,200 | SH | SOLE | 283,200 | 0 | 0 | ||
| Limelight Networks Inc. | COM | 53261M104 | 1,317 | 562,879 | SH | SOLE | 562,879 | 0 | 0 | ||
| Linblad Expeditions Holdings I | COM | 535219109 | 3,992 | 296,565 | SH | SOLE | 296,565 | 0 | 0 | ||
| Mastercard Inc. | COM | 57636Q104 | 20,714 | 109,800 | SH | SOLE | 109,800 | 0 | 0 | ||
| MicroVision Inc. | COM | 594960304 | 795 | 1,316,342 | SH | SOLE | 1,316,342 | 0 | 0 | ||
| Microsoft Corp. | COM | 594918104 | 42,010 | 413,605 | SH | SOLE | 413,605 | 0 | 0 | ||
| Monro Inc. | COM | 610236101 | 4,125 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| NIKE Inc. CL B | COM | 654106103 | 16,346 | 220,470 | SH | SOLE | 220,470 | 0 | 0 | ||
| NV5 Global Inc. | COM | 62945V109 | 4,046 | 66,817 | SH | SOLE | 66,817 | 0 | 0 | ||
| Netflix Inc. | COM | 64110L106 | 15,506 | 57,931 | SH | SOLE | 57,931 | 0 | 0 | ||
| Neuronetics Inc. | COM | 64131A105 | 4,669 | 241,284 | SH | SOLE | 241,284 | 0 | 0 | ||
| Noodles & Co. | COM | 65540B105 | 3,402 | 486,686 | SH | SOLE | 486,686 | 0 | 0 | ||
| Northern Oil and Gas Inc. | COM | 665531109 | 1,970 | 871,700 | SH | SOLE | 871,700 | 0 | 0 | ||
| Ooma Inc. | COM | 683416101 | 1,152 | 83,020 | SH | SOLE | 83,020 | 0 | 0 | ||
| PRA Health Sciences Inc. | COM | 69354M108 | 7,084 | 77,032 | SH | SOLE | 77,032 | 0 | 0 | ||
| Palo Alto Networks Inc. | COM | 697435105 | 18,835 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PayPal Holdings Inc. | COM | 70450Y103 | 14,548 | 173,000 | SH | SOLE | 173,000 | 0 | 0 | ||
| Pixelworks Inc. | COM | 72581M305 | 593 | 204,648 | SH | SOLE | 204,648 | 0 | 0 | ||
| Pure Storage Inc. | COM | 74624M102 | 11,555 | 718,600 | SH | SOLE | 718,600 | 0 | 0 | ||
| QAD Inc. | COM | 74727D306 | 747 | 18,990 | SH | SOLE | 18,990 | 0 | 0 | ||
| R1 RCM Inc. | COM | 749397105 | 3,131 | 393,869 | SH | SOLE | 393,869 | 0 | 0 | ||
| Red Lion Hotels Corp. | COM | 756764106 | 1,091 | 133,081 | SH | SOLE | 133,081 | 0 | 0 | ||
| Regeneron Pharmaceuticals Inc. | COM | 75886F107 | 15,388 | 41,200 | SH | SOLE | 41,200 | 0 | 0 | ||
| RingCentral Inc. | COM | 76680R206 | 15,787 | 191,500 | SH | SOLE | 191,500 | 0 | 0 | ||
| Rocky Brands Inc. | COM | 774515100 | 1,340 | 51,556 | SH | SOLE | 51,556 | 0 | 0 | ||
| RumbleOn Inc. | COM | 781386206 | 574 | 106,642 | SH | SOLE | 106,642 | 0 | 0 | ||
| Salesforce.com Inc. | COM | 79466L302 | 25,802 | 188,379 | SH | SOLE | 188,379 | 0 | 0 | ||
| ServiceNow Inc. | COM | 81762P102 | 15,509 | 87,105 | SH | SOLE | 87,105 | 0 | 0 | ||
| Sientra Inc. | COM | 82621J105 | 1,032 | 81,184 | SH | SOLE | 81,184 | 0 | 0 | ||
| Smartsheet Inc. | COM | 83200N103 | 3,582 | 144,097 | SH | SOLE | 144,097 | 0 | 0 | ||
| Tabula Rasa HealthCare Inc. | COM | 873379101 | 9,159 | 143,648 | SH | SOLE | 143,648 | 0 | 0 | ||
| Take-Two Interactive Software | COM | 874054109 | 15,366 | 149,275 | SH | SOLE | 149,275 | 0 | 0 | ||
| Tandem Diabetes Care Inc. | COM | 875372203 | 22,335 | 588,221 | SH | SOLE | 588,221 | 0 | 0 | ||
| The Lovesac Co. | COM | 54738L109 | 2,112 | 92,046 | SH | SOLE | 92,046 | 0 | 0 | ||
| The Meet Group Inc. | COM | 58513U101 | 2,090 | 451,407 | SH | SOLE | 451,407 | 0 | 0 | ||
| The Simply Good Foods Co. | COM | 82900L102 | 5,892 | 311,750 | SH | SOLE | 311,750 | 0 | 0 | ||
| The TJX Cos. Inc. | COM | 872540109 | 16,380 | 366,120 | SH | SOLE | 366,120 | 0 | 0 | ||
| The Trade Desk Inc. | COM | 88339J105 | 25,576 | 220,371 | SH | SOLE | 220,371 | 0 | 0 | ||
| Thermo Fisher Scientific Inc. | COM | 883556102 | 19,025 | 85,014 | SH | SOLE | 85,014 | 0 | 0 | ||
| Trex Co. Inc. | COM | 89531P105 | 16,296 | 274,525 | SH | SOLE | 274,525 | 0 | 0 | ||
| UnitedHealth Group Inc. | COM | 91324P102 | 14,742 | 59,175 | SH | SOLE | 59,175 | 0 | 0 | ||
| Upland Software Inc. | COM | 91544A109 | 3,912 | 143,929 | SH | SOLE | 143,929 | 0 | 0 | ||
| Upwork Inc. | COM | 91688F104 | 3,197 | 176,532 | SH | SOLE | 176,532 | 0 | 0 | ||
| VF Corp. | COM | 918204108 | 15,549 | 217,950 | SH | SOLE | 217,950 | 0 | 0 | ||
| Vapotherm Inc. | COM | 922107107 | 4,791 | 240,147 | SH | SOLE | 240,147 | 0 | 0 | ||
| Vericel Corp. | COM | 92346J108 | 1,402 | 80,571 | SH | SOLE | 80,571 | 0 | 0 | ||
| Visa Inc. | COM | 92826C839 | 20,458 | 155,057 | SH | SOLE | 155,057 | 0 | 0 | ||
| Vocera Communications Inc. | COM | 92857F107 | 14,286 | 363,062 | SH | SOLE | 363,062 | 0 | 0 | ||
| Wolverine World Wide Inc. | COM | 978097103 | 17,510 | 549,090 | SH | SOLE | 549,090 | 0 | 0 | ||
| Wright Medical Group N.V. | COM | N96617118 | 6,261 | 230,010 | SH | SOLE | 230,010 | 0 | 0 | ||
| eHealth Inc. | COM | 28238P109 | 15,896 | 413,744 | SH | SOLE | 413,744 | 0 | 0 | ||
| iRhythm Technologies Inc. | COM | 450056106 | 3,071 | 44,200 | SH | SOLE | 44,200 | 0 | 0 | ||