The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
2U Inc. | COM | 90214J101 | 61,703 | 1,555,805 | SH | SOLE | 1,550,205 | 0 | 5,600 | ||
A.O. Smith Corp. | COM | 831865209 | 30,445 | 595,100 | SH | SOLE | 457,200 | 0 | 137,900 | ||
Acadia Healthcare Co Inc | COM | 00404A109 | 59,296 | 1,359,990 | SH | SOLE | 1,072,840 | 0 | 287,150 | ||
Achaogen Inc. | COM | 004449104 | 13,286 | 526,600 | SH | SOLE | 524,800 | 0 | 1,800 | ||
ACI Worldwide Inc. | COM | 004498101 | 42,215 | 1,973,600 | SH | SOLE | 1,521,175 | 0 | 452,425 | ||
Acuity Brands Inc. | COM | 00508Y102 | 65,928 | 323,175 | SH | SOLE | 260,290 | 0 | 62,885 | ||
Adecoagro SA | COM | L00849106 | 63 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
Aercap Holdings NV | SHS | N00985106 | 136,388 | 2,966,900 | SH | SOLE | 2,337,975 | 0 | 628,925 | ||
Albany International Corp | CL A | 012348108 | 74,101 | 1,609,135 | SH | SOLE | 1,603,535 | 0 | 5,600 | ||
Alexion Pharmaceuticals I | COM | 015351109 | 4,151 | 34,240 | SH | SOLE | 31,940 | 0 | 2,300 | ||
Allegiant Travel Co | COM | 01748X102 | 99,071 | 618,227 | SH | SOLE | 555,232 | 0 | 62,995 | ||
Allergan PLC | SHS | G0177J108 | 4,913 | 20,564 | SH | SOLE | 20,564 | 0 | 0 | ||
Alliance Data Systems Cor | COM | 018581108 | 163,834 | 657,967 | SH | SOLE | 522,057 | 0 | 135,910 | ||
Allscripts Healthcare Sol | COM | 01988P108 | 3,601 | 284,000 | SH | SOLE | 218,800 | 0 | 65,200 | ||
Alnylam Pharmaceuticals I | COM | 02043Q107 | 2,050 | 40,000 | SH | SOLE | 31,000 | 0 | 9,000 | ||
Alphabet Inc Class C | CAP STK CL C | 02079K107 | 16,232 | 19,567 | SH | SOLE | 18,635 | 0 | 932 | ||
Amazon.com Inc. | COM | 023135106 | 4,606 | 5,196 | SH | SOLE | 4,953 | 0 | 243 | ||
Amdocs Limited | SHS | G02602103 | 145,725 | 2,389,325 | SH | SOLE | 1,875,950 | 0 | 513,375 | ||
Amedisys Inc. | COM | 023436108 | 32,304 | 632,290 | SH | SOLE | 629,790 | 0 | 2,500 | ||
American Renal Associates | COM | 029227105 | 20,417 | 1,209,550 | SH | SOLE | 1,205,250 | 0 | 4,300 | ||
AMERISAFE Inc. | COM | 03071H100 | 21,481 | 330,980 | SH | SOLE | 329,880 | 0 | 1,100 | ||
Ametek Inc | COM | 031100100 | 99,679 | 1,843,180 | SH | SOLE | 1,480,730 | 0 | 362,450 | ||
Amphenol Corp. Cl A | CL A | 032095101 | 85,561 | 1,202,200 | SH | SOLE | 955,425 | 0 | 246,775 | ||
Apollo Global Management | CL A SHS | 037612306 | 116,926 | 4,807,800 | SH | SOLE | 3,725,600 | 0 | 1,082,200 | ||
Apple Inc | COM | 037833100 | 12,147 | 84,556 | SH | SOLE | 80,543 | 0 | 4,013 | ||
AptarGroup Inc. | COM | 038336103 | 71,454 | 928,100 | SH | SOLE | 714,100 | 0 | 214,000 | ||
Aquaventure Holdings Limi | SHS | G0443N107 | 22,217 | 1,301,500 | SH | SOLE | 1,296,700 | 0 | 4,800 | ||
Artisan Partners Asset Ma | CL A | 04316A108 | 43,898 | 1,590,500 | SH | SOLE | 1,225,350 | 0 | 365,150 | ||
Asbury Automotive Group I | COM | 043436104 | 32,141 | 534,800 | SH | SOLE | 412,000 | 0 | 122,800 | ||
Aspen Technology Inc. | COM | 045327103 | 33,443 | 567,600 | SH | SOLE | 437,300 | 0 | 130,300 | ||
Assured Guaranty Ltd | COM | G0585R106 | 145,278 | 3,914,800 | SH | SOLE | 3,078,600 | 0 | 836,200 | ||
Atlassian Corporation Plc | CL A | G06242104 | 51,954 | 1,734,700 | SH | SOLE | 1,336,700 | 0 | 398,000 | ||
Avis Budget Group Inc. | COM | 053774105 | 88,350 | 2,986,800 | SH | SOLE | 2,351,000 | 0 | 635,800 | ||
Axalta Coating Systems Lt | COM | G0750C108 | 54,202 | 1,683,300 | SH | SOLE | 1,296,400 | 0 | 386,900 | ||
Beacon Roofing Supply Inc | COM | 073685109 | 58,077 | 1,181,390 | SH | SOLE | 1,177,190 | 0 | 4,200 | ||
Bio-Rad Laboratories Inc | CL B | 090572207 | 121,936 | 611,700 | SH | SOLE | 481,875 | 0 | 129,825 | ||
Blackhawk Network Holding | COM | 09238E104 | 38,158 | 939,845 | SH | SOLE | 936,545 | 0 | 3,300 | ||
BlackLine Inc | COM | 09239B109 | 29,605 | 994,780 | SH | SOLE | 991,280 | 0 | 3,500 | ||
Blue Buffalo Pet Products | COM | 09531U102 | 37,554 | 1,632,800 | SH | SOLE | 1,258,700 | 0 | 374,100 | ||
Booz Allen & Hamilton Inc | CL A | 099502106 | 161,324 | 4,558,455 | SH | SOLE | 3,613,680 | 0 | 944,775 | ||
Boston Scientific Corpora | COM | 101137107 | 69,268 | 2,785,200 | SH | SOLE | 2,212,700 | 0 | 572,500 | ||
Bright Horizons Family So | COM | 109194100 | 174,593 | 2,408,509 | SH | SOLE | 2,141,059 | 0 | 267,450 | ||
Broadridge Financial Solu | COM | 11133T103 | 74,483 | 1,096,150 | SH | SOLE | 843,600 | 0 | 252,550 | ||
Broadsoft Inc | COM | 11133B409 | 36,755 | 914,297 | SH | SOLE | 911,097 | 0 | 3,200 | ||
Brunswick Corp. | COM | 117043109 | 101,984 | 1,666,400 | SH | SOLE | 1,309,350 | 0 | 357,050 | ||
BWX Technologies Inc. | COM | 05605H100 | 121,637 | 2,555,400 | SH | SOLE | 1,999,050 | 0 | 556,350 | ||
Cable One Inc | COM | 12685J105 | 70,986 | 113,674 | SH | SOLE | 113,219 | 0 | 455 | ||
Carbonite Inc. | COM | 141337105 | 20,504 | 1,010,065 | SH | SOLE | 1,006,565 | 0 | 3,500 | ||
CardConnect Corp | COM | 14141X108 | 13,137 | 995,205 | SH | SOLE | 988,505 | 0 | 6,700 | ||
Cardinal Health Inc. | COM | 14149Y108 | 6,114 | 74,968 | SH | SOLE | 71,323 | 0 | 3,645 | ||
Cardtronics Plc | SHS CL A | G1991C105 | 32,716 | 699,797 | SH | SOLE | 697,347 | 0 | 2,450 | ||
Carter's Inc. | COM | 146229109 | 42,556 | 473,900 | SH | SOLE | 365,450 | 0 | 108,450 | ||
CBRE Group Inc | CL A | 12504L109 | 132,912 | 3,820,400 | SH | SOLE | 3,094,950 | 0 | 725,450 | ||
Centene Corp. | COM | 15135B101 | 72,379 | 1,015,700 | SH | SOLE | 807,525 | 0 | 208,175 | ||
Charter Communications In | CL A | 16119P108 | 10,023 | 30,621 | SH | SOLE | 29,140 | 0 | 1,481 | ||
Chegg Inc | COM | 163092109 | 37,908 | 4,491,510 | SH | SOLE | 4,475,710 | 0 | 15,800 | ||
Church and Dwight Co | COM | 171340102 | 89,908 | 1,802,850 | SH | SOLE | 1,433,300 | 0 | 369,550 | ||
Civitas Solutions Inc | COM | 17887R102 | 41,448 | 2,258,755 | SH | SOLE | 2,250,755 | 0 | 8,000 | ||
Clean Harbors Inc | COM | 184496107 | 61,371 | 1,103,400 | SH | SOLE | 1,099,600 | 0 | 3,800 | ||
Cogent Communications Gro | COM NEW | 19239V302 | 39,858 | 925,865 | SH | SOLE | 922,465 | 0 | 3,400 | ||
Columbia Sportswear Co. | COM | 198516106 | 29,064 | 494,700 | SH | SOLE | 382,050 | 0 | 112,650 | ||
CommScope Holding Co Inc | COM | 20337X109 | 39,625 | 950,000 | SH | SOLE | 724,800 | 0 | 225,200 | ||
Copart Inc. | COM | 217204106 | 61,106 | 986,700 | SH | SOLE | 782,850 | 0 | 203,850 | ||
Core-Mark Holding Co. Inc | COM | 218681104 | 26,111 | 837,145 | SH | SOLE | 837,145 | 0 | 0 | ||
CoreLogic Inc. | COM | 21871D103 | 38,220 | 938,600 | SH | SOLE | 723,450 | 0 | 215,150 | ||
Cornerstone OnDemand Inc. | COM | 21925Y103 | 42,522 | 1,093,401 | SH | SOLE | 840,801 | 0 | 252,600 | ||
Costar Group Inc | COM | 22160N109 | 164,565 | 794,155 | SH | SOLE | 627,660 | 0 | 166,495 | ||
Costco Wholesale Corp. | COM | 22160K105 | 6,249 | 37,265 | SH | SOLE | 35,490 | 0 | 1,775 | ||
CubeSmart | COM | 229663109 | 46,583 | 1,794,400 | SH | SOLE | 1,383,600 | 0 | 410,800 | ||
Dave & Buster's Entertain | COM | 238337109 | 31,865 | 521,600 | SH | SOLE | 519,800 | 0 | 1,800 | ||
Davita Inc | COM | 23918K108 | 190,364 | 2,800,700 | SH | SOLE | 2,218,600 | 0 | 582,100 | ||
DBV Technologies SA ADR | SPONSORED ADR | 23306J101 | 33,621 | 954,603 | SH | SOLE | 879,553 | 0 | 75,050 | ||
Dermira Inc | COM | 24983L104 | 88,299 | 2,588,661 | SH | SOLE | 2,301,861 | 0 | 286,800 | ||
Dolby Laboratories Inc. C | COM | 25659T107 | 87,981 | 1,678,700 | SH | SOLE | 1,334,850 | 0 | 343,850 | ||
Dollar Tree Inc. | COM | 256746108 | 155,401 | 1,980,640 | SH | SOLE | 1,605,265 | 0 | 375,375 | ||
Domino's Pizza Inc. | COM | 25754A201 | 74,070 | 401,900 | SH | SOLE | 319,650 | 0 | 82,250 | ||
Dun & Bradstreet Corp. | COM | 26483E100 | 37,984 | 351,900 | SH | SOLE | 270,800 | 0 | 81,100 | ||
Ecolab Inc | COM | 278865100 | 109,566 | 874,150 | SH | SOLE | 708,850 | 0 | 165,300 | ||
Elbit Systems LTD ADR | ORD | M3760D101 | 27,390 | 241,000 | SH | SOLE | 185,600 | 0 | 55,400 | ||
Electronic Arts Inc. | COM | 285512109 | 68,707 | 767,500 | SH | SOLE | 609,975 | 0 | 157,525 | ||
Electronics for Imaging I | COM | 286082102 | 98,236 | 2,011,800 | SH | SOLE | 1,791,500 | 0 | 220,300 | ||
elf Beauty Inc | COM | 26856L103 | 19,152 | 665,000 | SH | SOLE | 511,200 | 0 | 153,800 | ||
EMCOR Group Inc | COM | 29084Q100 | 31,689 | 503,394 | SH | SOLE | 501,494 | 0 | 1,900 | ||
Endologix Inc. | COM | 29266S106 | 27,618 | 3,814,670 | SH | SOLE | 3,801,370 | 0 | 13,300 | ||
Envestnet Inc. | COM | 29404K106 | 72,191 | 2,235,015 | SH | SOLE | 2,227,115 | 0 | 7,900 | ||
Envision Healthcare Corp | COM | 29414D100 | 20,612 | 336,133 | SH | SOLE | 259,041 | 0 | 77,092 | ||
Equifax Inc. | COM | 294429105 | 214,445 | 1,568,265 | SH | SOLE | 1,240,145 | 0 | 328,120 | ||
Evolent Health Inc Cl A | CL A | 30050B101 | 29,213 | 1,310,000 | SH | SOLE | 1,305,200 | 0 | 4,800 | ||
Exlservice Holdings Inc | COM | 302081104 | 63,787 | 1,346,851 | SH | SOLE | 1,342,151 | 0 | 4,700 | ||
Expedia Inc. | COM NEW | 30212P303 | 72,510 | 574,700 | SH | SOLE | 458,250 | 0 | 116,450 | ||
Exponent Inc. | COM | 30214U102 | 52,205 | 876,650 | SH | SOLE | 873,450 | 0 | 3,200 | ||
Extraction Oil & Gas LLC | COM | 30227M105 | 33,917 | 1,828,400 | SH | SOLE | 1,406,650 | 0 | 421,750 | ||
Facebook Inc | CL A | 30303M102 | 8,978 | 63,200 | SH | SOLE | 60,200 | 0 | 3,000 | ||
Fair Isaac Corp | COM | 303250104 | 60,262 | 467,330 | SH | SOLE | 465,480 | 0 | 1,850 | ||
FARO Technologies Inc. | COM | 311642102 | 28,296 | 791,509 | SH | SOLE | 788,609 | 0 | 2,900 | ||
FCB Financial Holdings In | CL A | 30255G103 | 8,314 | 167,800 | SH | SOLE | 167,200 | 0 | 600 | ||
Fidelity National Informa | COM | 31620M106 | 93,977 | 1,180,315 | SH | SOLE | 953,275 | 0 | 227,040 | ||
Five Below Inc | COM | 33829M101 | 31,188 | 720,110 | SH | SOLE | 717,610 | 0 | 2,500 | ||
Fleetcor Technologies Inc | COM | 339041105 | 72,126 | 476,300 | SH | SOLE | 378,700 | 0 | 97,600 | ||
Foot Locker Inc | COM | 344849104 | 32,385 | 432,900 | SH | SOLE | 344,125 | 0 | 88,775 | ||
Forum Energy Technologies | COM | 34984V100 | 19,920 | 962,300 | SH | SOLE | 740,900 | 0 | 221,400 | ||
Gartner Inc | COM | 366651107 | 238,545 | 2,208,950 | SH | SOLE | 1,717,850 | 0 | 491,100 | ||
Genesee and Wyoming Inc | CL A | 371559105 | 114,493 | 1,687,200 | SH | SOLE | 1,325,675 | 0 | 361,525 | ||
Global Eagle Entertainmen | COM | 37951D102 | 6,134 | 1,922,900 | SH | SOLE | 1,914,600 | 0 | 8,300 | ||
Global Payments Inc | COM | 37940X102 | 294,697 | 3,652,665 | SH | SOLE | 2,853,035 | 0 | 799,630 | ||
Graco Inc | COM | 384109104 | 19,722 | 209,500 | SH | SOLE | 161,050 | 0 | 48,450 | ||
Grand Canyon Education In | COM | 38526M106 | 39,386 | 550,000 | SH | SOLE | 423,700 | 0 | 126,300 | ||
Gulfport Energy Corp | COM NEW | 402635304 | 31,220 | 1,816,155 | SH | SOLE | 1,809,755 | 0 | 6,400 | ||
Hamilton Lane Inc Class A | CL A | 407497106 | 24,763 | 1,326,345 | SH | SOLE | 1,321,645 | 0 | 4,700 | ||
Hanesbrands Inc | COM | 410345102 | 64,195 | 3,092,250 | SH | SOLE | 2,449,925 | 0 | 642,325 | ||
Healthcare Services Group | COM | 421906108 | 44,819 | 1,040,130 | SH | SOLE | 1,035,880 | 0 | 4,250 | ||
Henry Schein Inc. | COM | 806407102 | 68,668 | 404,000 | SH | SOLE | 321,100 | 0 | 82,900 | ||
Hexcel Corp. | COM | 428291108 | 79,387 | 1,455,300 | SH | SOLE | 1,156,800 | 0 | 298,500 | ||
HFF Inc. Cl A | CL A | 40418F108 | 53,129 | 1,920,100 | SH | SOLE | 1,913,500 | 0 | 6,600 | ||
Hibbett Sports Inc. | COM | 428567101 | 35,462 | 1,202,095 | SH | SOLE | 1,197,695 | 0 | 4,400 | ||
Hilton Grand Vacations In | COM | 43283X105 | 33,730 | 1,176,900 | SH | SOLE | 907,100 | 0 | 269,800 | ||
Home Depot Inc. | COM | 437076102 | 4,771 | 32,490 | SH | SOLE | 30,945 | 0 | 1,545 | ||
Hubbell Incorporated | COM | 443510607 | 75,079 | 625,400 | SH | SOLE | 496,650 | 0 | 128,750 | ||
Huron Consulting Group In | COM | 447462102 | 55,777 | 1,324,875 | SH | SOLE | 1,193,405 | 0 | 131,470 | ||
ICF International Inc. | COM | 44925C103 | 41,394 | 1,002,274 | SH | SOLE | 998,774 | 0 | 3,500 | ||
Imax Corporation | COM | 49245E109 | 122,387 | 3,599,619 | SH | SOLE | 3,232,819 | 0 | 366,800 | ||
Inc Research Holdings Inc | CL A | 45329R109 | 42,975 | 937,290 | SH | SOLE | 721,590 | 0 | 215,700 | ||
Inogen Inc. | COM | 45780L104 | 44,532 | 574,165 | SH | SOLE | 572,165 | 0 | 2,000 | ||
Inter Parfums Inc | COM | 458334109 | 24,422 | 668,179 | SH | SOLE | 664,779 | 0 | 3,400 | ||
Intercontinental Exchange | COM | 45866F104 | 8,314 | 138,865 | SH | SOLE | 132,090 | 0 | 6,775 | ||
Intuit Inc. | COM | 461202103 | 3,236 | 27,895 | SH | SOLE | 26,390 | 0 | 1,505 | ||
IPG Photonics Corp. | COM | 44980X109 | 17,876 | 148,100 | SH | SOLE | 114,400 | 0 | 33,700 | ||
iRhythm Technologies Inc | COM | 450056106 | 27,746 | 737,930 | SH | SOLE | 735,330 | 0 | 2,600 | ||
iShares MSCI India ETF | MSCI INDIA ETF | 46429B598 | 94 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
iShares India 50 ETF | INDIA 50 ETF | 464289529 | 87 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
iShares MSCI India Small Cap ETF | MSCI INDIA SM CP | 46429B614 | 71 | 1,700 | SH | SOLE | 1,700 | 0 | 0 | ||
iShares Russell Midcap Gr | RUS MD CP GR ETF | 464287481 | 1,432 | 13,800 | SH | SOLE | 7,300 | 0 | 6,500 | ||
ITT Inc | COM | 45073V108 | 44,806 | 1,092,300 | SH | SOLE | 841,100 | 0 | 251,200 | ||
J.B. Hunt Transport Servi | COM | 445658107 | 67,888 | 740,000 | SH | SOLE | 587,875 | 0 | 152,125 | ||
J2 Global Inc. | COM | 48123V102 | 157,924 | 1,882,062 | SH | SOLE | 1,684,212 | 0 | 197,850 | ||
Jack Henry and Associates | COM | 426281101 | 73,540 | 789,900 | SH | SOLE | 609,150 | 0 | 180,750 | ||
K2M Group Holdings Inc | COM | 48273J107 | 45,061 | 2,197,020 | SH | SOLE | 2,069,020 | 0 | 128,000 | ||
KBR Inc. | COM | 48242W106 | 38,714 | 2,575,815 | SH | SOLE | 2,566,615 | 0 | 9,200 | ||
Keane Group Inc | COM | 48669A108 | 22,338 | 1,562,075 | SH | SOLE | 1,556,575 | 0 | 5,500 | ||
Kennedy-Wilson Holdings I | COM | 489398107 | 78,705 | 3,545,261 | SH | SOLE | 3,532,811 | 0 | 12,450 | ||
Knight Transportation Inc | COM | 499064103 | 39,286 | 1,253,150 | SH | SOLE | 1,248,850 | 0 | 4,300 | ||
L3 Technologies Inc | COM | 502413107 | 121,175 | 733,105 | SH | SOLE | 597,005 | 0 | 136,100 | ||
Laureate Education Inc | CL A | 518613203 | 30,823 | 2,160,000 | SH | SOLE | 1,662,900 | 0 | 497,100 | ||
Lincoln Electric Holdings | COM | 533900106 | 51,716 | 595,400 | SH | SOLE | 473,400 | 0 | 122,000 | ||
Lithia Motors Inc. Cl A | CL A | 536797103 | 35,159 | 410,500 | SH | SOLE | 409,100 | 0 | 1,400 | ||
Littelfuse Inc. | COM | 537008104 | 34,732 | 217,195 | SH | SOLE | 216,395 | 0 | 800 | ||
Macom Technology Solution | COM | 55405Y100 | 49,421 | 1,023,200 | SH | SOLE | 1,019,600 | 0 | 3,600 | ||
Martin Marietta Materials | COM | 573284106 | 153,550 | 703,550 | SH | SOLE | 572,510 | 0 | 131,040 | ||
Marvell Technology Group | ORD | G5876H105 | 42,491 | 2,784,500 | SH | SOLE | 2,211,200 | 0 | 573,300 | ||
Matador Resources Company | COM | 576485205 | 63,845 | 2,683,690 | SH | SOLE | 2,428,790 | 0 | 254,900 | ||
Maximus Inc | COM | 577933104 | 45,051 | 724,300 | SH | SOLE | 721,700 | 0 | 2,600 | ||
McCormick & Co. Inc. | COM NON VTG | 579780206 | 72,060 | 738,700 | SH | SOLE | 586,750 | 0 | 151,950 | ||
Mednax Inc | COM | 58502B106 | 41,892 | 603,800 | SH | SOLE | 464,900 | 0 | 138,900 | ||
MGP Ingredients Inc. | COM | 55303J106 | 52,787 | 973,400 | SH | SOLE | 969,800 | 0 | 3,600 | ||
Microsoft Corp. | COM | 594918104 | 10,615 | 161,180 | SH | SOLE | 153,420 | 0 | 7,760 | ||
Milacron Holdings Corp | COM | 59870L106 | 56,950 | 3,060,200 | SH | SOLE | 3,049,300 | 0 | 10,900 | ||
MKS Instruments Inc. | COM | 55306N104 | 97,424 | 1,417,070 | SH | SOLE | 1,411,970 | 0 | 5,100 | ||
Monro Muffler Inc | COM | 610236101 | 76,129 | 1,461,209 | SH | SOLE | 1,456,059 | 0 | 5,150 | ||
Nasdaq Inc | COM | 631103108 | 68,575 | 987,400 | SH | SOLE | 785,125 | 0 | 202,275 | ||
National Instruments Corp | COM | 636518102 | 32,218 | 989,500 | SH | SOLE | 761,700 | 0 | 227,800 | ||
National Storage Affiliat | COM SHS BEN IN | 637870106 | 46,082 | 1,928,100 | SH | SOLE | 1,921,100 | 0 | 7,000 | ||
NCR Corp. | COM | 62886E108 | 16,833 | 368,500 | SH | SOLE | 283,900 | 0 | 84,600 | ||
Netflix Inc. | COM | 64110L106 | 4,227 | 28,595 | SH | SOLE | 27,235 | 0 | 1,360 | ||
Neurocrine Biosciences In | COM | 64125C109 | 25,100 | 579,673 | SH | SOLE | 446,673 | 0 | 133,000 | ||
NIC Inc | COM | 62914B100 | 43,029 | 2,130,172 | SH | SOLE | 2,122,772 | 0 | 7,400 | ||
NICE Ltd | SPONSORED ADR | 653656108 | 43,735 | 643,350 | SH | SOLE | 495,050 | 0 | 148,300 | ||
Nielsen Holdings PLC | SHS EUR | G6518L108 | 115,768 | 2,802,425 | SH | SOLE | 2,245,250 | 0 | 557,175 | ||
Nord Anglia Education Inc | SHS | G6583A102 | 41,813 | 1,650,066 | SH | SOLE | 1,643,766 | 0 | 6,300 | ||
NXP Semiconductors NV | COM | N6596X109 | 20,783 | 200,800 | SH | SOLE | 159,325 | 0 | 41,475 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 192,470 | 713,275 | SH | SOLE | 555,850 | 0 | 157,425 | ||
Old Dominion Freight Line | COM | 679580100 | 29,445 | 344,100 | SH | SOLE | 264,900 | 0 | 79,200 | ||
Ollie s Bargain Outlet Ho | COM | 681116109 | 38,425 | 1,147,000 | SH | SOLE | 1,143,000 | 0 | 4,000 | ||
On Assignment Inc | COM | 682159108 | 115,836 | 2,386,901 | SH | SOLE | 2,371,391 | 0 | 15,510 | ||
Open Text Corporation | COM | 683715106 | 54,489 | 1,602,150 | SH | SOLE | 1,270,800 | 0 | 331,350 | ||
Orbital ATK Inc | COM | 68557N103 | 112,855 | 1,151,577 | SH | SOLE | 1,040,995 | 0 | 110,582 | ||
Papa John's International | COM | 698813102 | 76,971 | 961,660 | SH | SOLE | 835,960 | 0 | 125,700 | ||
Patheon NV | SHS | N6865W105 | 51,194 | 1,943,600 | SH | SOLE | 1,542,200 | 0 | 401,400 | ||
Paycom Software Inc. | COM | 70432V102 | 65,890 | 1,145,720 | SH | SOLE | 1,141,520 | 0 | 4,200 | ||
Paylocity Holding Corp | COM | 70438V106 | 38,443 | 995,150 | SH | SOLE | 769,550 | 0 | 225,600 | ||
PDC Energy Inc | COM | 69327R101 | 34,178 | 548,159 | SH | SOLE | 545,759 | 0 | 2,400 | ||
Pegasystems Inc. | COM | 705573103 | 41,785 | 952,900 | SH | SOLE | 949,600 | 0 | 3,300 | ||
Performance Foods Group C | COM | 71377A103 | 40,341 | 1,695,010 | SH | SOLE | 1,306,110 | 0 | 388,900 | ||
Planet Fitness Inc Cla | CL A | 72703H101 | 23,590 | 1,224,200 | SH | SOLE | 942,200 | 0 | 282,000 | ||
PolyOne Corp. | COM | 73179P106 | 73,324 | 2,150,899 | SH | SOLE | 2,143,099 | 0 | 7,800 | ||
Pool Corporation | COM | 73278L105 | 72,481 | 607,400 | SH | SOLE | 482,625 | 0 | 124,775 | ||
Pra Health Sciences Inc | COM | 69354M108 | 44,356 | 680,000 | SH | SOLE | 677,650 | 0 | 2,350 | ||
Premier Inc | CL A | 74051N102 | 83,968 | 2,638,000 | SH | SOLE | 2,096,600 | 0 | 541,400 | ||
Proassurance Corporation | COM | 74267C106 | 126,192 | 2,094,480 | SH | SOLE | 1,792,030 | 0 | 302,450 | ||
Progressive Corp. | COM | 743315103 | 180,452 | 4,605,710 | SH | SOLE | 3,650,445 | 0 | 955,265 | ||
Proto Labs Inc | COM | 743713109 | 57,826 | 1,131,625 | SH | SOLE | 992,625 | 0 | 139,000 | ||
Q2 Holdings Inc | COM | 74736L109 | 66,808 | 1,917,006 | SH | SOLE | 1,909,706 | 0 | 7,300 | ||
Range Resources Corp. | COM | 75281A109 | 87,055 | 2,991,596 | SH | SOLE | 2,374,702 | 0 | 616,894 | ||
RBC Bearings Inc | COM | 75524B104 | 41,518 | 427,628 | SH | SOLE | 426,028 | 0 | 1,600 | ||
Red Hat Inc | COM | 756577102 | 58,586 | 677,300 | SH | SOLE | 538,275 | 0 | 139,025 | ||
Reis Inc | COM | 75936P105 | 7,968 | 445,125 | SH | SOLE | 440,625 | 0 | 4,500 | ||
Renaissancere Holdings Lt | COM | G7496G103 | 108,994 | 753,500 | SH | SOLE | 593,200 | 0 | 160,300 | ||
Repligen Corp. | COM | 759916109 | 69,370 | 1,970,725 | SH | SOLE | 1,746,725 | 0 | 224,000 | ||
Rexnord Holdings Inc | COM | 76169B102 | 73,492 | 3,184,222 | SH | SOLE | 2,864,222 | 0 | 320,000 | ||
Ross Stores Inc. | COM | 778296103 | 84,123 | 1,277,100 | SH | SOLE | 1,015,225 | 0 | 261,875 | ||
RPM International Inc | COM | 749685103 | 35,423 | 643,700 | SH | SOLE | 496,100 | 0 | 147,600 | ||
Ryanair Holdings plc - SP | SPONSORED ADR NE | 783513203 | 92,672 | 1,116,800 | SH | SOLE | 887,650 | 0 | 229,150 | ||
S&P Global | COM | 78409V104 | 137,900 | 1,054,765 | SH | SOLE | 837,550 | 0 | 217,215 | ||
SBA Communications Corp | CL A | 78410G104 | 345,403 | 2,869,510 | SH | SOLE | 2,274,420 | 0 | 595,090 | ||
Science Applications Inte | COM | 808625107 | 40,352 | 542,360 | SH | SOLE | 542,360 | 0 | 0 | ||
Sealed Air Corp. | COM | 81211K100 | 70,826 | 1,625,200 | SH | SOLE | 1,291,750 | 0 | 333,450 | ||
Servicemaster Global Hold | COM | 81761R109 | 104,680 | 2,507,300 | SH | SOLE | 1,971,800 | 0 | 535,500 | ||
Shenandoah Telecommunicat | COM | 82312B106 | 51,536 | 1,837,275 | SH | SOLE | 1,830,675 | 0 | 6,600 | ||
Signature Bank | COM | 82669G104 | 91,690 | 617,900 | SH | SOLE | 485,650 | 0 | 132,250 | ||
Sina Corp ADR | ORD | G81477104 | 54 | 750 | SH | SOLE | 750 | 0 | 0 | ||
SPDR S and P International Small Cap | S&P INTL SMLCP | 78463X871 | 1,686 | 53,500 | SH | SOLE | 53,500 | 0 | 0 | ||
Sprouts Farmers Markets L | COM | 85208M102 | 82,992 | 3,589,600 | SH | SOLE | 2,851,700 | 0 | 737,900 | ||
Starbucks Corp. | COM | 855244109 | 6,252 | 107,072 | SH | SOLE | 101,992 | 0 | 5,080 | ||
Summit Materials Inc | CL A | 86614U100 | 73,979 | 2,993,886 | SH | SOLE | 2,760,227 | 0 | 233,659 | ||
Surgery Partners Inc | COM | 86881A100 | 36,446 | 1,869,000 | SH | SOLE | 1,440,000 | 0 | 429,000 | ||
SVB Financial Group | COM | 78486Q101 | 94,608 | 508,400 | SH | SOLE | 400,200 | 0 | 108,200 | ||
Synergy Pharmaceuticals I | COM NEW | 871639308 | 11,650 | 2,500,000 | SH | SOLE | 1,904,500 | 0 | 595,500 | ||
Talend SA ADR | ADS | 874224207 | 36,064 | 1,211,000 | SH | SOLE | 1,206,800 | 0 | 4,200 | ||
The Advisory Board Co | COM | 00762W107 | 79,717 | 1,703,357 | SH | SOLE | 1,523,282 | 0 | 180,075 | ||
The Ultimate Software Gro | COM | 90385D107 | 169,490 | 868,245 | SH | SOLE | 768,765 | 0 | 99,480 | ||
Tractor Supply Company | COM | 892356106 | 68,415 | 991,950 | SH | SOLE | 788,125 | 0 | 203,825 | ||
Transdigm Group Inc | COM | 893641100 | 145,663 | 661,625 | SH | SOLE | 539,550 | 0 | 122,075 | ||
Transunion | COM | 89400J107 | 96,489 | 2,516,000 | SH | SOLE | 1,937,700 | 0 | 578,300 | ||
Trinet Group Inc | COM | 896288107 | 45,753 | 1,583,160 | SH | SOLE | 1,577,160 | 0 | 6,000 | ||
Tyler Technologies Inc. | COM | 902252105 | 136,110 | 880,630 | SH | SOLE | 689,020 | 0 | 191,610 | ||
UniFirst Corp. | COM | 904708104 | 46,588 | 329,360 | SH | SOLE | 328,160 | 0 | 1,200 | ||
Universal Display Corp. | COM | 91347P105 | 34,440 | 400,000 | SH | SOLE | 308,600 | 0 | 91,400 | ||
Universal Health Services | CL B | 913903100 | 91,701 | 736,850 | SH | SOLE | 588,375 | 0 | 148,475 | ||
Valvoline Inc | COM | 92047W101 | 31,940 | 1,301,000 | SH | SOLE | 1,002,150 | 0 | 298,850 | ||
VanEck Vectors India Small-Cap Indes | INDIA SMALL CAP | 92189F767 | 74,000 | 1,400 | SH | SOLE | 1,400 | 0 | 0 | ||
Vantiv Inc | CL A | 92210H105 | 139,769 | 2,179,800 | SH | SOLE | 1,714,675 | 0 | 465,125 | ||
Verisk Analytics Inc. Cl | COM | 92345Y106 | 70,356 | 867,100 | SH | SOLE | 689,250 | 0 | 177,850 | ||
Vertex Pharmaceuticals In | COM | 92532F100 | 62,559 | 572,100 | SH | SOLE | 455,050 | 0 | 117,050 | ||
Visa Inc. | COM CL A | 92826C839 | 8,518 | 95,850 | SH | SOLE | 91,300 | 0 | 4,550 | ||
Wabco Holdings Inc | COM | 92927K102 | 137,111 | 1,167,700 | SH | SOLE | 917,700 | 0 | 250,000 | ||
WageWorks Inc | COM | 930427109 | 119,813 | 1,657,169 | SH | SOLE | 1,492,689 | 0 | 164,480 | ||
Waste Connections Inc. | COM | 94106B101 | 80,801 | 915,900 | SH | SOLE | 728,775 | 0 | 187,125 | ||
Watsco Inc. | COM | 942622200 | 36,103 | 252,150 | SH | SOLE | 193,400 | 0 | 58,750 | ||
Watts Water Technologies | CL A | 942749102 | 18,690 | 299,760 | SH | SOLE | 298,660 | 0 | 1,100 | ||
West Corporation | COM | 952355204 | 21,006 | 860,209 | SH | SOLE | 855,659 | 0 | 4,550 | ||
Wex Inc | COM | 96208T104 | 147,601 | 1,426,094 | SH | SOLE | 1,267,034 | 0 | 159,060 | ||
WildHorse Resource Develo | COM | 96812T102 | 24,025 | 1,931,240 | SH | SOLE | 1,924,440 | 0 | 6,800 | ||
William Lyon Homes Shs A | CL A NEW | 552074700 | 42,178 | 2,045,510 | SH | SOLE | 2,038,110 | 0 | 7,400 | ||
Wisdomtree India Earnings Fund ETF | INDIA ERNGS FD | 97717w442 | 79 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | ||
WisdomTree Investments In | COM | 97717P104 | 67,042 | 7,383,500 | SH | SOLE | 6,686,400 | 0 | 697,100 | ||
WNS Holdings Ltd ADR | SPON ADR | 92932M101 | 70,757 | 2,473,159 | SH | SOLE | 1,925,059 | 0 | 548,100 | ||
Woodward Inc. | COM | 980745103 | 28,458 | 419,000 | SH | SOLE | 323,350 | 0 | 95,650 | ||
Wyndham Worldwide Corp. | COM | 98310W108 | 75,102 | 891,000 | SH | SOLE | 711,000 | 0 | 180,000 | ||
Xilinx Inc. | COM | 983919101 | 66,261 | 1,144,600 | SH | SOLE | 909,750 | 0 | 234,850 | ||
Zayo Group Holdings Inc | COM | 98919V105 | 74,234 | 2,256,338 | SH | SOLE | 1,797,088 | 0 | 459,250 |