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
Estimated average burden
hours per response: 23.8
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 261 6,605 SH   SOLE   4,396 0 2,209
3M CO COM 88579Y101 7,091 37,062 SH   SOLE   18,531 0 18,531
A.O.SMITH CORP COM 831865209 2,060 40,282 SH   SOLE   40,282 0 0
ABBOTT LABORATORIES COM 002824100 3,476 78,286 SH   SOLE   39,143 0 39,143
ACCENTURE PLC IRELAND SHS CLAS COM G1151C101 5,299 44,204 SH   SOLE   22,102 0 22,102
ACTIVISION BLIZZARD INC COM 00507V109 5,493 110,181 SH   SOLE   101,990 0 8,191
ADOBE SYSTEMS INC COM 00724F101 5,854 44,989 SH   SOLE   41,609 0 3,380
AFLAC INC COM 001055102 346 4,784 SH   SOLE   4,167 0 617
AK STEEL HOLDING CORP COM 001547108 478 66,494 SH   SOLE   43,189 0 23,305
ALBEMARLE CORP COM COM 012653101 763 7,223 SH   SOLE   7,223 0 0
ALIBABA GROUP HOLDING LTD COM 01609W102 3,311 30,715 SH   SOLE   28,607 0 2,108
ALLIANCE DATA SYSTEMS CORP COM 018581108 6,924 27,811 SH   SOLE   27,811 0 0
ALPHABET INC - CL A COM 02079K305 15,035 17,735 SH   SOLE   11,934 0 5,801
ALPHABET INC - CL C COM 02079K107 28,514 34,373 SH   SOLE   28,748 0 5,625
AMAZON.COM INC COM 023135106 19,777 22,309 SH   SOLE   21,170 0 1,139
AMBARELLA INC COM G037AX101 2,606 47,646 SH   SOLE   45,050 0 2,596
AMERICAN AIRLINES GROUP INC COM 02376R102 558 13,195 SH   SOLE   11,602 0 1,593
AMERICAN AXLE & MFG HOLDINGS COM 024061103 1,993 106,154 SH   SOLE   100,047 0 6,107
AMERICAN EXPRESS COM 025816109 8,955 113,204 SH   SOLE   56,602 0 56,602
AMERICAN TOWER REIT INC COM 03027X100 6,304 51,874 SH   SOLE   51,169 0 705
AMN HEALTHCARE SERVICES INC COM 001744101 3,031 74,658 SH   SOLE   70,475 0 4,183
AMPHENOL CORP-CL A COM 032095101 1,009 14,178 SH   SOLE   7,089 0 7,089
ANALOG DEVICES COM 032654105 1,616 19,730 SH   SOLE   9,865 0 9,865
ANTHEM INC COM 036752103 1,411 8,537 SH   SOLE   5,045 0 3,492
APPLE INC COM 037833100 23,422 163,042 SH   SOLE   115,432 0 47,610
APPLIED MATLS INC COM 038222105 308 7,932 SH   SOLE   6,985 0 947
ARCHER-DANIELS-MIDLAND CO COM 039483102 936 20,346 SH   SOLE   20,346 0 0
ARES CAPITAL CORP COM 04010L103 531 30,604 SH   SOLE   30,604 0 0
ATLASSIAN CORP PLC-CL A COM G06242104 312 10,432 SH   SOLE   6,940 0 3,492
AUTOBYTEL INC COM 05275N205 1,214 96,934 SH   SOLE   93,659 0 3,275
AUTOMATIC DATA PROCESSING COM 053015103 549 5,364 SH   SOLE   2,682 0 2,682
AXOGEN INC COM 05463X106 2,674 255,970 SH   SOLE   251,338 0 4,632
BANK OF THE OZARKS COM COM 063904106 5,336 102,607 SH   SOLE   96,496 0 6,111
BANKAMERICA CORP COM 060505104 685 29,078 SH   SOLE   25,495 0 3,583
BANKRATE INC DEL COM 06647F102 301 31,238 SH   SOLE   20,049 0 11,189
BARD (C.R.) INC COM 067383109 415 1,672 SH   SOLE   836 0 836
BECTON DICKINSON & CO COM 075887109 2,447 13,340 SH   SOLE   6,670 0 6,670
BERKSHIRE HILLS BANCORP INC COM 084680107 309 8,593 SH   SOLE   5,510 0 3,083
BIOGEN INC COM 09062X103 5,386 19,702 SH   SOLE   18,538 0 1,164
BIOVERATIV INC COM 09075E100 1,370 25,169 SH   SOLE   25,066 0 103
BOSTON SCIENTIFIC CORP COM 101137107 4,228 170,044 SH   SOLE   158,477 0 11,567
BRISTOL MYERS SQUIBB COM 110122108 3,316 60,989 SH   SOLE   56,377 0 4,612
BRITISH AMERICAN TOB-SP ADR COM 110448107 5,083 76,644 SH   SOLE   38,322 0 38,322
BROWN FORMAN CORP CL B COM 115637209 3,194 69,176 SH   SOLE   64,442 0 4,734
CABOT OIL & GAS CORP COM 127097103 2,424 101,413 SH   SOLE   95,870 0 5,543
CAMECO CORP COM 13321L108 392 35,499 SH   SOLE   31,174 0 4,325
CARDTRONICS PLC COM G1991C105 4,074 87,163 SH   SOLE   85,832 0 1,331
CARE CAPITAL PROPERTIES INC COM 141624106 1,522 56,662 SH   SOLE   54,374 0 2,288
CARMAX INC COM 143130102 1,454 24,557 SH   SOLE   22,880 0 1,677
CELANESE CORP-SERIES A COM 150870103 383 4,270 SH   SOLE   3,719 0 551
CELGENE CORP COM 151020104 5,084 40,859 SH   SOLE   38,056 0 2,803
CENTERSTATE BANKS INC COM 15201P109 380 14,681 SH   SOLE   9,414 0 5,267
CERNER CORP COM 156782104 3,721 63,240 SH   SOLE   49,172 0 14,068
CHEMBIO DIAGNOSTICS INC COM 163572209 259 48,911 SH   SOLE   48,911 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,581 434,651 SH   SOLE   413,344 0 21,307
CHEVRONTEXACO CORP COM 166764100 605 5,639 SH   SOLE   4,968 0 671
CHICAGO MERCANTILE EXCHANGE COM 12572Q105 501 4,225 SH   SOLE   3,680 0 545
CHUBB LTD COM H1467J104 385 2,832 SH   SOLE   2,483 0 349
CINEMARK HOLDINGS INC COM 17243V102 2,366 53,379 SH   SOLE   50,770 0 2,609
CIRRUS LOGIC INC COM 172755100 4,774 78,670 SH   SOLE   74,612 0 4,058
CISCO SYSTEMS INC COM 17275R102 10,684 316,099 SH   SOLE   168,544 0 147,555
CITIGROUP INC COM 172967424 1,201 20,081 SH   SOLE   20,081 0 0
COCA-COLA CO COM 191216100 4,698 110,704 SH   SOLE   55,352 0 55,352
COGNIZANT TECH SOLUTIONS CRP COM 192446102 3,957 66,490 SH   SOLE   33,245 0 33,245
COLGATE-PALMOLIVE CO COM 194162103 1,106 15,112 SH   SOLE   7,556 0 7,556
COMCAST CORP CL A COM 20030N101 6,024 160,264 SH   SOLE   149,346 0 10,918
COOPER COS INC COM NEW COM 216648402 253 1,268 SH   SOLE   1,114 0 154
CORE LABORATORIES N V COM COM N22717107 7,837 67,847 SH   SOLE   67,847 0 0
COSTCO WHOLESALE CORP COM 22160K105 9,414 56,141 SH   SOLE   42,200 0 13,941
CROWN CASTLE INTL CORP COM 22822V101 11,111 117,647 SH   SOLE   117,647 0 0
CTRIP.COM INTERNATIONAL - ADR COM 22943F100 2,421 49,262 SH   SOLE   45,896 0 3,366
CVS HEALTH CORP COM 126650100 1,558 19,857 SH   SOLE   9,953 0 9,904
CYPRESS SEMICONDUCTOR CORP COM 232806109 4,219 306,643 SH   SOLE   300,126 0 6,517
DANAHER CORP COM 235851102 2,377 27,793 SH   SOLE   27,793 0 0
DELTA AIR LINES INC COM 247361702 1,725 37,552 SH   SOLE   34,992 0 2,560
DEVRY EDUCATION GROUP COM 251893103 2,335 65,868 SH   SOLE   60,959 0 4,909
DIAGEO PLC - SPONSORED ADR COM 25243Q205 430 3,728 SH   SOLE   3,249 0 479
DIAMONDBACK ENERGY INC COM 25278X109 1,425 13,747 SH   SOLE   12,286 0 1,461
DOMINION ENERGY INC COM 25746U109 379 4,892 SH   SOLE   4,308 0 584
DTE ENERGY CO COM 233331107 318 3,122 SH   SOLE   2,739 0 383
DU PONT (E I) DE NEMOURS COM 263534109 1,985 24,719 SH   SOLE   24,719 0 0
EASTERLY GOVERNMENT PROPERTIES COM 27616P103 1,900 96,028 SH   SOLE   85,713 0 10,315
ELI LILLY & CO COM 532457108 1,600 19,032 SH   SOLE   9,516 0 9,516
ELLIE MAE INC COM COM 28849P100 1,573 15,689 SH   SOLE   14,674 0 1,015
EMCORE CORP COM 290846203 1,647 183,103 SH   SOLE   171,375 0 11,728
EMERSON ELECTRIC CO COM 291011104 2,884 48,184 SH   SOLE   24,092 0 24,092
ENTERCOM COMMUNICATIONS CORP COM 293639100 1,192 83,381 SH   SOLE   78,075 0 5,306
ENTRAVISION COMMUNCTNS CL A COM 29382R107 2,582 416,509 SH   SOLE   401,267 0 15,242
ENVISION HEALTHCARE CORP COM 29414D100 1,829 29,835 SH   SOLE   27,246 0 2,589
EPAM SYSTEMS INC COM 29414B104 487 6,453 SH   SOLE   5,934 0 519
EPR PROPERTIES COM 26884U109 11,839 160,803 SH   SOLE   151,996 0 8,807
EURONAV NV COM B38564108 712 90,248 SH   SOLE   90,248 0 0
EURONET WORLDWIDE INC COM 298736109 1,147 13,421 SH   SOLE   11,468 0 1,953
EXACT SCIENCES CORP COM COM 30063P105 4,807 203,546 SH   SOLE   193,262 0 10,284
EXELON CORP COM 30161N101 408 11,356 SH   SOLE   9,884 0 1,472
F M C CORP NEW COM 302491303 1,453 20,880 SH   SOLE   20,880 0 0
FACEBOOK INC-A COM 30303M102 15,601 109,831 SH   SOLE   102,927 0 6,904
FERRO CORP COM 315405100 2,974 195,851 SH   SOLE   194,883 0 968
FINISAR CORPORATION COM 31787A507 2,562 93,739 SH   SOLE   89,117 0 4,622
FORTIVE CORP COM 34959J108 2,509 41,676 SH   SOLE   40,356 0 1,320
FRESH DEL MONTE PROD ORD COM G36738105 249 4,209 SH   SOLE   2,699 0 1,510
FRONTIER COMMUNICATIONS CORP COM 35906A108 1,070 500,164 SH   SOLE   463,966 0 36,198
GENERAL DYNAMICS CORP COM 369550108 311 1,664 SH   SOLE   1,463 0 201
GENERAL ELECTRIC CO COM 369604103 5,216 175,034 SH   SOLE   161,185 0 13,849
GENUINE PARTS CO COM 372460105 712 7,714 SH   SOLE   3,857 0 3,857
GLAUKOS CORP COM 377322102 1,835 35,774 SH   SOLE   32,963 0 2,811
GOLDMAN, SACHS & COMPANY COM 38141g104 3,524 15,342 SH   SOLE   14,178 0 1,164
GRAY TELEVISION INC COM COM 389375106 660 45,562 SH   SOLE   45,562 0 0
HAIN CELESTIAL GROUP INC COM 405217100 561 15,083 SH   SOLE   14,429 0 654
HALLIBURTON CO COM 406216101 531 10,809 SH   SOLE   9,519 0 1,290
HARSCO CORP COM 415864107 194 15,232 SH   SOLE   0 0 15,232
HD SUPPLY HOLDINGS INC COM 40416M105 1,863 45,325 SH   SOLE   45,325 0 0
HEALTH INSURANCE INNOVATIONS I COM 42225K106 1,654 103,385 SH   SOLE   94,677 0 8,708
HERSHA HOSPITALITY TRUST COM 427825500 433 23,082 SH   SOLE   21,268 0 1,814
HOME BANCSHARES INC COM 436893200 1,821 67,306 SH   SOLE   62,219 0 5,087
HONEYWELL INTERNATIONAL INC COM 438516106 2,996 23,996 SH   SOLE   17,095 0 6,901
HORTONWORKS INC COM 440894103 1,123 114,576 SH   SOLE   114,576 0 0
HUBSPOT INC COM 443573100 1,411 23,314 SH   SOLE   21,610 0 1,704
HUMANA INC COM 444859102 1,896 9,200 SH   SOLE   4,705 0 4,495
ILLINOIS TOOL WORKS COM 452308109 3,184 24,038 SH   SOLE   12,019 0 12,019
IMAX CORP COM 45245E109 3,816 112,248 SH   SOLE   105,094 0 7,154
INTEGRATED DEVICE TECHNOLOGY COM 458118106 1,458 61,621 SH   SOLE   58,103 0 3,518
INTUIT INC COM 461202103 1,429 12,326 SH   SOLE   6,163 0 6,163
INTUITIVE SURGICAL INC COM 46120E602 688 898 SH   SOLE   449 0 449
ISHARES MSCI EAFE INDEX FUND COM 464287465 10,579 169,845 SH   SOLE   0 0 169,845
ISHARES RUSSELL 1000 VALUE COM 464287598 833 7,253 SH   SOLE   0 0 7,253
ISHARES RUSSELL 2000 COM 464287655 298 2,171 SH   SOLE   0 0 2,171
ISHARES RUSSELL 3000 INDEX COM 464287689 1,742 12,452 SH   SOLE   0 0 12,452
JOHNSON & JOHNSON COM 478160104 15,430 123,888 SH   SOLE   81,466 0 42,422
JP MORGAN CHASE & CO COM 46625H100 1,662 18,932 SH   SOLE   16,499 0 2,433
KAR AUCTION SERVICES INC COM 48238T109 1,900 43,523 SH   SOLE   40,266 0 3,257
KEYCORP COM 493267108 450 25,337 SH   SOLE   22,290 0 3,047
KINDER MORGAN INC COM 49456B101 532 24,499 SH   SOLE   21,547 0 2,952
KRAFT HEINZ CO/THE COM 500754106 561 6,181 SH   SOLE   5,422 0 759
L BRANDS INC COM 501797104 293 6,241 SH   SOLE   5,482 0 759
LAS VEGAS SANDS CORP COM 517834107 4,017 70,400 SH   SOLE   65,152 0 5,248
LAZARD LTD-CL A COM G54050102 345 7,507 SH   SOLE   4,996 0 2,511
LCI INDUSTRIES COM 50189K103 1,575 15,787 SH   SOLE   14,507 0 1,280
LIGAND PHARMACEUTICALS COM 53220K504 1,998 18,886 SH   SOLE   17,455 0 1,431
LINCOLN ELEC HLDGS COM COM 533900106 1,124 12,947 SH   SOLE   12,947 0 0
LIONS GATE ENTERTAINMENT - B COM 535919500 699 28,681 SH   SOLE   27,493 0 1,188
LOGMEIN INC COM 54142L109 1,780 18,258 SH   SOLE   17,227 0 1,031
LUMENTUM HOLDINGS INC COM 55024U109 3,559 66,727 SH   SOLE   64,491 0 2,236
LUXOFT HOLDING INC COM G57279104 1,149 18,383 SH   SOLE   17,518 0 865
LYONDELLBASELL INDU-CL A COM N53745100 5,345 58,620 SH   SOLE   55,152 0 3,468
MARSH & MCLENNAN COS COM 571748102 3,043 41,188 SH   SOLE   38,370 0 2,818
MARTIN MARIETTA MATERIALS COM 573284106 238 1,094 SH   SOLE   962 0 132
MASTEC INC COM 576323109 2,609 65,159 SH   SOLE   61,159 0 4,000
MASTERCARD INC CL A COM 57636Q104 16,596 147,562 SH   SOLE   132,562 0 15,000
MCDONALDS CORP COM 580135101 3,062 23,630 SH   SOLE   11,815 0 11,815
MEDTRONIC INC COM G5960l103 6,060 75,232 SH   SOLE   37,616 0 37,616
MERCK & CO INC COM 58933Y105 1,279 20,142 SH   SOLE   17,668 0 2,474
MICRON TECHNOLOGY INC COM 595112103 1,360 47,080 SH   SOLE   47,080 0 0
MICROSOFT CORP COM 594918104 28,514 432,953 SH   SOLE   293,076 0 139,877
MONOLITHIC POWER SYSTEMS IN COM 609839105 1,071 11,629 SH   SOLE   10,135 0 1,494
MONSANTO CO COM 61166W101 4,098 36,209 SH   SOLE   17,708 0 18,501
MONSTER BEVERAGE CORP COM 61174X109 1,450 31,406 SH   SOLE   29,417 0 1,989
NATIONAL CINEMEDIA INC COM 635309107 1,444 114,386 SH   SOLE   106,219 0 8,167
NETFLIX INC COM 64110L106 1,453 9,832 SH   SOLE   9,370 0 462
NEVRO CORP COM 64157F103 2,207 23,561 SH   SOLE   22,393 0 1,168
NEXTERA ENERGY INC COM 65339F101 430 3,352 SH   SOLE   2,923 0 429
NIKE INC -CL B COM 654106103 5,392 96,766 SH   SOLE   74,294 0 22,472
NOKIA CORP-ADR COM 654902204 332 61,315 SH   SOLE   53,926 0 7,389
NORTHROP GRUMMAN CORP COM 666807102 4,183 17,591 SH   SOLE   16,384 0 1,207
NOVARTIS AG-ADR COM 66987V109 1,128 15,200 SH   SOLE   7,600 0 7,600
NU SKIN ASIA PACIFIC -CL A COM 67018T105 3,762 67,750 SH   SOLE   64,024 0 3,726
NVIDIA CORP COM 67066G104 3,757 34,496 SH   SOLE   31,792 0 2,704
O'REILLY AUTOMOTIVE INC COM 67103H107 5,961 22,093 SH   SOLE   21,077 0 1,016
OCLARO INC COM 67555N206 4,690 477,688 SH   SOLE   439,523 0 38,165
ORACLE CORP COM 68389X105 12,795 286,836 SH   SOLE   143,418 0 143,418
ORBCOMM INC COM COM 68555P100 962 100,777 SH   SOLE   100,777 0 0
ORMAT TECHNOLOGIES INC COM 686688102 284 4,987 SH   SOLE   3,198 0 1,789
PAPA JOHN'S INTL INC COM 698813102 3,781 47,239 SH   SOLE   45,055 0 2,184
PEPSICO INC COM 713448108 1,809 16,174 SH   SOLE   9,209 0 6,965
PFIZER INC COM 717081103 1,738 50,813 SH   SOLE   25,343 0 25,470
PHILIP MORRIS INTERNATIONAL COM 718172109 6,692 59,282 SH   SOLE   29,641 0 29,641
PHILLIPS 66 COM 718546104 492 6,217 SH   SOLE   5,133 0 1,084
PIONEER NATURAL RESOURCES CO COM 723787107 260 1,398 SH   SOLE   1,141 0 257
PPG INDUSTRIES INC COM 693506107 2,658 25,304 SH   SOLE   25,304 0 0
PRESTIGE BRANDS HOLDINGS INC COM 74112D101 1,129 20,327 SH   SOLE   20,327 0 0
PRICELINE GROUP INC/THE COM 741503403 3,819 2,146 SH   SOLE   1,932 0 214
PROCTER & GAMBLE CO COM 742718109 1,052 11,714 SH   SOLE   9,511 0 2,203
PROLOGIS INC COM 74340W103 435 8,397 SH   SOLE   7,314 0 1,083
PROOFPOINT INC COM 743424103 2,115 28,445 SH   SOLE   26,688 0 1,757
PRUDENTIAL FINANCIAL INC COM 744320102 540 5,065 SH   SOLE   4,434 0 631
QUALCOMM INC COM 747525103 6,783 118,297 SH   SOLE   59,194 0 59,103
RED HAT INC COM 756577102 1,274 14,739 SH   SOLE   14,739 0 0
REGAL ENTERTAINMENT GROUP-A COM 758766109 5,311 235,224 SH   SOLE   223,004 0 12,220
REGENERON PHARMACEUTICALS COM 75886F107 1,782 4,599 SH   SOLE   3,978 0 621
RINGCENTRAL INC COM 76680R206 3,019 106,689 SH   SOLE   97,458 0 9,231
ROCKWELL AUTOMATION INC COM 773903109 1,344 8,632 SH   SOLE   4,316 0 4,316
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 737 7,519 SH   SOLE   7,519 0 0
SALESFORCE.COM INC COM 79466L302 3,459 41,934 SH   SOLE   38,186 0 3,748
SAP SE-SPONSORED ADR COM 803054204 1,405 14,320 SH   SOLE   7,160 0 7,160
SCHLUMBERGER LTD COM 806857108 6,321 80,940 SH   SOLE   62,771 0 18,169
SHIRE PLC-ADR COM 82481R106 5,403 31,011 SH   SOLE   31,011 0 0
SIGNATURE BK NEW YORK COM COM 82669G104 1,634 11,012 SH   SOLE   10,260 0 752
SLM CORP COM 78442P106 1,350 111,645 SH   SOLE   103,004 0 8,641
SNAP INC - A COM 83304A106 1,162 51,616 SH   SOLE   48,101 0 3,515
SNAP ON INC COM 833034101 2,735 16,216 SH   SOLE   15,083 0 1,133
SOUTHWEST AIRLINES COM 844741108 3,575 66,509 SH   SOLE   61,955 0 4,554
SPDR S&P 500 ETF TRUST COM 78462F103 2,886 12,245 SH   SOLE   0 0 12,245
SPECTRANETICS CORP COM COM 84760C107 259 8,899 SH   SOLE   5,921 0 2,978
SPLUNK INC COM 848637104 1,711 27,480 SH   SOLE   25,595 0 1,885
SPROUTS FARMERS MARKET LLC COM 85208M102 2,019 87,357 SH   SOLE   77,700 0 9,657
STAG INDUSTRIAL INC COM 85254J102 363 14,530 SH   SOLE   9,668 0 4,862
STANLEY BLACK & DECKER INC COM 854502101 2,716 20,445 SH   SOLE   18,888 0 1,557
STEEL DYNAMICS INC COM COM 858119100 294 8,472 SH   SOLE   5,694 0 2,778
STRYKER CORP COM 863667101 3,381 25,682 SH   SOLE   12,841 0 12,841
SUNTRUST BANKS INC COM 867914103 507 9,176 SH   SOLE   8,072 0 1,104
TAIWAN SEMICONDUCTOR-SP ADR COM 874039100 3,000 91,354 SH   SOLE   45,677 0 45,677
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 1,901 32,079 SH   SOLE   29,857 0 2,222
TASER INTERNATIONAL INC COM 87651B104 1,676 73,560 SH   SOLE   73,560 0 0
TD AMERITRADE HOLDING CORP COM 87236Y108 2,038 52,464 SH   SOLE   48,890 0 3,574
TEEKAY TANKERS LTD CL A COM Y8565N102 287 140,225 SH   SOLE   90,003 0 50,222
TERADATA CORPORATION COM 88076W103 1,254 40,326 SH   SOLE   20,163 0 20,163
TESARO INC COM COM 881569107 1,719 11,173 SH   SOLE   9,935 0 1,238
TEXAS INSTRUMENTS INC COM 882508104 1,646 20,435 SH   SOLE   10,271 0 10,164
THE BANK OF NEW YORK MELLON COM 064058100 676 14,328 SH   SOLE   12,494 0 1,834
THE HERSHEY COMPANY COM 427866108 4,406 40,332 SH   SOLE   38,563 0 1,769
THOR INDS INC COM COM 885160101 692 7,208 SH   SOLE   4,622 0 2,586
TJX COMPANIES INC COM 872540109 5,442 68,819 SH   SOLE   57,763 0 11,056
TPI COMPOSITES INC COM 87266J104 4,683 246,375 SH   SOLE   231,992 0 14,383
TRADE DESK INC/THE -CLASS A COM 88339J105 2,187 58,727 SH   SOLE   56,093 0 2,634
UGI CORP NEW COM COM 902681105 449 9,100 SH   SOLE   7,926 0 1,174
ULTA BEAUTY INC COM 90384S303 249 873 SH   SOLE   160 0 713
ULTRA CLEAN HLDGS INC COM COM 90385V107 307 18,199 SH   SOLE   12,112 0 6,087
UNILEVER NV NY SHARES COM 904784709 5,052 101,702 SH   SOLE   50,851 0 50,851
UNILEVER PLC-SPONSORED ADR COM 904767704 5,243 106,266 SH   SOLE   53,133 0 53,133
UNITED CONTINENTAL HOLDING COM 910047109 493 6,980 SH   SOLE   6,146 0 834
UNITED STATES STEEL CORP COM 912909108 2,160 63,912 SH   SOLE   63,912 0 0
UNITED TECHNOLOGIES CORP COM 913017109 3,879 34,576 SH   SOLE   17,288 0 17,288
UNITEDHEALTH GROUP INC COM 91324P102 15,254 93,010 SH   SOLE   61,118 0 31,892
UNITI GROUP INC COM 91325V108 483 18,719 SH   SOLE   12,265 0 6,454
UNIVERSAL HEALTH SVCS -CL B COM 913903100 2,664 21,408 SH   SOLE   19,940 0 1,468
US BANCORP DEL COM 902973304 793 15,399 SH   SOLE   12,284 0 3,115
US CONCRETE INC COM NEW COM 90333L201 1,656 25,660 SH   SOLE   23,960 0 1,700
VANTIV INC CL-A COM 92210H105 1,293 20,173 SH   SOLE   20,173 0 0
VEEVA SYSTEMS INC-CLASS A COM 922475108 411 8,031 SH   SOLE   5,344 0 2,687
VENTAS INC COM 92276F100 9,969 153,278 SH   SOLE   151,981 0 1,297
VERIZON COMMUNICATIONS COM 92343V104 479 9,838 SH   SOLE   8,666 0 1,172
VF CORP COM 918204108 1,234 22,452 SH   SOLE   11,226 0 11,226
VIAVI SOLUTIONS INC COM 925550105 191 17,843 SH   SOLE   11,396 0 6,447
VINCE HOLDING CORP COM 92719W108 130 84,324 SH   SOLE   79,941 0 4,383
VISA INC-CLASS A COM 92826C839 8,084 90,974 SH   SOLE   83,714 0 7,260
VONAGE HOLDINGS CORP COM 92886T201 210 33,236 SH   SOLE   21,312 0 11,924
WAGEWORKS INC COM COM 930427109 1,469 20,327 SH   SOLE   19,348 0 979
WALT DISNEY COMPANY COM 254687106 6,404 56,482 SH   SOLE   53,167 0 3,315
WEBMD HEALTH CORP COM 94770V102 690 13,107 SH   SOLE   11,611 0 1,496
WELLS FARGO & CO COM 949746101 666 11,976 SH   SOLE   10,463 0 1,513
WESTERN ALLIANCE BANCORP COM 957638109 4,689 95,524 SH   SOLE   90,262 0 5,262
WHOLE FOODS MARKET INC COM 966837106 346 11,646 SH   SOLE   11,646 0 0
WILLBROS GROUP INC COM 969203108 88 32,376 SH   SOLE   20,779 0 11,597
WW GRAINGER INC COM 384802104 804 3,458 SH   SOLE   1,729 0 1,729
XILINX INC COM 983919101 3,741 64,637 SH   SOLE   59,811 0 4,826
XL GROUP LTD COM G98294104 229 5,770 SH   SOLE   5,075 0 695
XPO LOGISTICS INC COM COM 983793100 3,725 77,801 SH   SOLE   75,086 0 2,715
XYLEM INC COM 98419M100 2,708 53,926 SH   SOLE   49,699 0 4,227
YANDEX NV-A COM N97284108 2,281 104,037 SH   SOLE   99,151 0 4,886
YELP COM 985817105 1,570 47,944 SH   SOLE   47,944 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 1,454 11,914 SH   SOLE   5,957 0 5,957
ZIONS BANCORPORATION COM 989701107 683 16,277 SH   SOLE   16,277 0 0