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 |
AAON Inc. | COM | 000360206 | 50,716 | 1,381,917 | SH | SOLE | 1,078,060 | 0 | 303,857 | ||
Abraxas Petroleum Corp. | COM | 003830106 | 2,584 | 1,050,293 | SH | SOLE | 1,050,293 | 0 | 0 | ||
Akamai Technologies | COM | 00971T101 | 1,041 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
Alcentra Capital Corp. | COM | 01374T102 | 720 | 85,813 | SH | SOLE | 85,813 | 0 | 0 | ||
Allegiant Travel Co. | COM | 01748X102 | 101,246 | 654,254 | SH | SOLE | 536,429 | 0 | 117,825 | ||
Allergan PLC | COM | G0177J108 | 3,146 | 19,231 | SH | SOLE | 19,231 | 0 | 0 | ||
Altra Industrial Motion Corp | COM | 02208R106 | 84,848 | 1,683,489 | SH | SOLE | 1,454,147 | 0 | 229,342 | ||
Amazon.com Inc. | COM | 023135106 | 1,979 | 1,692 | SH | SOLE | 1,692 | 0 | 0 | ||
American Express Company | COM | 025816109 | 437 | 4,400 | SH | SOLE | 4,400 | 0 | 0 | ||
Ameriprise Financial Inc. | COM | 03076C106 | 926 | 5,464 | SH | SOLE | 5,464 | 0 | 0 | ||
Amgen Inc. | COM | 031162100 | 3,920 | 22,540 | SH | SOLE | 22,540 | 0 | 0 | ||
Anadarko Petroleum Corp. | COM | 032511107 | 2,569 | 47,896 | SH | SOLE | 47,896 | 0 | 0 | ||
Apple Inc. | COM | 037833100 | 6,466 | 38,207 | SH | SOLE | 38,207 | 0 | 0 | ||
Arbor Realty Trust Inc. | COM | 038923108 | 21,777 | 2,520,441 | SH | SOLE | 2,520,441 | 0 | 0 | ||
Ares Capital Corp. | COM | 04010L103 | 1,063 | 67,606 | SH | SOLE | 67,606 | 0 | 0 | ||
Argos Therapeutics Inc. | COM | 040221103 | 96 | 643,265 | SH | SOLE | 643,265 | 0 | 0 | ||
AT&T Inc. | COM | 00206R102 | 1,750 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
Atlas Financial Holdings Inc. | COM | G06207115 | 15,870 | 772,241 | SH | SOLE | 772,241 | 0 | 0 | ||
Atricure Inc. | COM | 04963C209 | 7,697 | 422,004 | SH | SOLE | 422,004 | 0 | 0 | ||
Axis Capital Holdings Ltd. | COM | G0692U109 | 3,961 | 78,802 | SH | SOLE | 78,802 | 0 | 0 | ||
Balchem Corp. | COM | 057665200 | 90,309 | 1,120,462 | SH | SOLE | 816,373 | 0 | 304,089 | ||
Bandwidth Inc. | COM | 05988J103 | 1,913 | 82,736 | SH | SOLE | 82,736 | 0 | 0 | ||
Bank of the Ozarks | COM | 063904106 | 1,449 | 29,909 | SH | SOLE | 29,909 | 0 | 0 | ||
Bankwell Financial Group Inc. | COM | 06654A103 | 3,131 | 91,189 | SH | SOLE | 91,189 | 0 | 0 | ||
Barnes Group Inc. | COM | 067806109 | 130,545 | 2,063,298 | SH | SOLE | 1,604,087 | 0 | 459,211 | ||
Beneficial Bancorp Inc. | COM | 08171T102 | 2,669 | 162,243 | SH | SOLE | 162,243 | 0 | 0 | ||
BG Staffing Inc. | COM | 05544A109 | 2,573 | 161,390 | SH | SOLE | 161,390 | 0 | 0 | ||
Blackstone Mortgage Trust Inc. | COM | 09257W100 | 491 | 15,250 | SH | SOLE | 15,250 | 0 | 0 | ||
Blue Hills Bancorp Inc. | COM | 095573101 | 2,915 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
BofI Holding Inc. | COM | 05566U108 | 16,964 | 567,366 | SH | SOLE | 567,366 | 0 | 0 | ||
Callidus Software Inc. | COM | 13123E500 | 89,186 | 3,112,951 | SH | SOLE | 2,473,072 | 0 | 639,879 | ||
Cantel Medical Corp. | COM | 138098108 | 121,053 | 1,176,757 | SH | SOLE | 927,992 | 0 | 248,765 | ||
CareTrust REIT Inc. | COM | 14174T107 | 47,170 | 2,814,430 | SH | SOLE | 2,305,944 | 0 | 508,486 | ||
Cavium Networks Inc. | COM | 14964U108 | 10,062 | 120,034 | SH | SOLE | 120,034 | 0 | 0 | ||
CBS Corp-Class B | CL B | 124857202 | 1,585 | 26,860 | SH | SOLE | 26,860 | 0 | 0 | ||
CBTX Inc. | COM | 12481V104 | 2,282 | 76,947 | SH | SOLE | 76,947 | 0 | 0 | ||
Chefs' Warehouse Inc/The | COM | 163086101 | 36,686 | 1,789,567 | SH | SOLE | 1,363,008 | 0 | 426,559 | ||
ChemoCentryx Inc. | COM | 16383L106 | 12,982 | 2,181,888 | SH | SOLE | 1,824,404 | 0 | 357,484 | ||
Chuy's Holdings Inc. | COM | 171604101 | 41,598 | 1,483,002 | SH | SOLE | 1,163,553 | 0 | 319,449 | ||
Cimpress NV | COM | N20146101 | 120,974 | 1,009,128 | SH | SOLE | 785,339 | 0 | 223,789 | ||
Cisco Systems Inc. | COM | 17275R102 | 11,604 | 302,985 | SH | SOLE | 302,985 | 0 | 0 | ||
Citigroup Inc. | COM | 172967424 | 10,607 | 142,549 | SH | SOLE | 142,549 | 0 | 0 | ||
Cognizant Technology Solutions | COM | 192446102 | 941 | 13,250 | SH | SOLE | 13,250 | 0 | 0 | ||
Colony NorthStar, Inc. | COM | 19625W104 | 644 | 56,410 | SH | SOLE | 56,410 | 0 | 0 | ||
Comcast Corp. Cl A | CL A | 20030N101 | 2,904 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
Computer Programs & Systems In | COM | 205306103 | 6,010 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
Copart Inc. | COM | 217204106 | 204,559 | 4,736,252 | SH | SOLE | 3,790,878 | 0 | 945,374 | ||
Core Laboratories NV | COM | N22717107 | 208 | 1,898 | SH | SOLE | 928 | 0 | 970 | ||
Cornerstone OnDemand Inc. | COM | 21925Y103 | 2,331 | 65,988 | SH | SOLE | 65,988 | 0 | 0 | ||
Costco Wholesale Corp. | COM | 22160K105 | 6,714 | 36,075 | SH | SOLE | 36,075 | 0 | 0 | ||
Credit Acceptance Corp. | COM | 225310101 | 77,047 | 238,183 | SH | SOLE | 198,073 | 0 | 40,110 | ||
Customers Bancorp Inc. | COM | 23204G100 | 3,330 | 128,119 | SH | SOLE | 128,119 | 0 | 0 | ||
CVS Health Corp. | COM | 126650100 | 11,051 | 152,422 | SH | SOLE | 152,422 | 0 | 0 | ||
Cytokinetics Inc. | COM | 23282W605 | 13,690 | 1,679,778 | SH | SOLE | 1,332,113 | 0 | 347,665 | ||
Delek Logistics Partners LP | COM | 24664T103 | 4,627 | 145,968 | SH | SOLE | 145,968 | 0 | 0 | ||
Denali Therapeutics Inc. | COM | 24823R105 | 487 | 31,131 | SH | SOLE | 31,131 | 0 | 0 | ||
Diamond Hill Investment Group | COM | 25264R207 | 3,160 | 15,292 | SH | SOLE | 15,292 | 0 | 0 | ||
Discover Financial Services | COM | 254709108 | 791 | 10,289 | SH | SOLE | 10,289 | 0 | 0 | ||
Dorman Products Inc. | COM | 258278100 | 10,245 | 167,560 | SH | SOLE | 167,560 | 0 | 0 | ||
Dr. Pepper Snapple Group, Inc. | COM | 26138E109 | 931 | 9,592 | SH | SOLE | 9,592 | 0 | 0 | ||
Duluth Holdings Inc. | COM | 26443V101 | 2,075 | 116,265 | SH | SOLE | 116,265 | 0 | 0 | ||
Eagle Bancorp Inc. | COM | 268948106 | 152,391 | 2,631,962 | SH | SOLE | 2,095,715 | 0 | 536,247 | ||
Earthstone Energy Inc. | COM | 27032D304 | 9,549 | 898,260 | SH | SOLE | 898,260 | 0 | 0 | ||
Eaton Corp. | COM | G29183103 | 5,239 | 66,312 | SH | SOLE | 66,312 | 0 | 0 | ||
Ebix Inc. | COM | 278715206 | 21,436 | 270,485 | SH | SOLE | 270,485 | 0 | 0 | ||
Electronic Arts Inc. | COM | 285512109 | 1,786 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
Ellie Mae, Inc. | COM | 28849P100 | 2,269 | 25,384 | SH | SOLE | 25,384 | 0 | 0 | ||
Ellington Financial LLC | COM | 288522303 | 222 | 15,300 | SH | SOLE | 15,300 | 0 | 0 | ||
Emerson Electric Co. | COM | 291011104 | 1,256 | 18,023 | SH | SOLE | 18,023 | 0 | 0 | ||
Enphase Energy Inc. | COM | 29355A107 | 603 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ENSCO PLC | COM | G3157S106 | 1,954 | 330,558 | SH | SOLE | 330,558 | 0 | 0 | ||
Ensign Group Inc/The | COM | 29358P101 | 139,271 | 6,273,450 | SH | SOLE | 5,281,470 | 0 | 991,980 | ||
Entegra Financial Corp. | COM | 29363J108 | 3,224 | 110,224 | SH | SOLE | 110,224 | 0 | 0 | ||
Entellus Medical Inc. | COM | 29363K105 | 1,597 | 65,482 | SH | SOLE | 65,482 | 0 | 0 | ||
Envestnet Inc. | COM | 29404K106 | 93,691 | 1,879,458 | SH | SOLE | 1,522,722 | 0 | 356,736 | ||
EPAM Systems Inc. | COM | 29414B104 | 58,092 | 540,739 | SH | SOLE | 431,084 | 0 | 109,655 | ||
EPR Properties | COM | 26884U109 | 8,380 | 128,013 | SH | SOLE | 128,013 | 0 | 0 | ||
Esperion Therapeutics Inc. | COM | 29664W105 | 45,645 | 693,265 | SH | SOLE | 560,574 | 0 | 132,691 | ||
Esquire Financial Holdings Inc | COM | 29667J101 | 4,043 | 204,292 | SH | SOLE | 204,292 | 0 | 0 | ||
Euronet Worldwide Inc. | COM | 298736109 | 73,677 | 874,298 | SH | SOLE | 739,211 | 0 | 135,087 | ||
Everbridge Inc. | COM | 29978A104 | 6,909 | 232,465 | SH | SOLE | 232,465 | 0 | 0 | ||
Exact Sciences Corp. | COM | 30063P105 | 66,786 | 1,271,143 | SH | SOLE | 1,043,920 | 0 | 227,223 | ||
Exelon Corp. | COM | 30161N101 | 11,442 | 290,340 | SH | SOLE | 290,340 | 0 | 0 | ||
Extended Stay America Inc. | COM | 30224P200 | 2,748 | 144,613 | SH | SOLE | 144,613 | 0 | 0 | ||
Fabrinet | COM | G3323L100 | 16,425 | 572,294 | SH | SOLE | 572,294 | 0 | 0 | ||
FedEx Corp | COM | 31428X106 | 948 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
Ferro Corp. | COM | 315405100 | 3,153 | 133,648 | SH | SOLE | 133,648 | 0 | 0 | ||
Fiesta Restaurant Group Inc. | COM | 31660B101 | 46,903 | 2,468,568 | SH | SOLE | 2,056,718 | 0 | 411,850 | ||
First of Long Island Corp. | COM | 320734106 | 19,090 | 669,832 | SH | SOLE | 669,832 | 0 | 0 | ||
Five Below Inc. | COM | 33829M101 | 138,056 | 2,081,672 | SH | SOLE | 1,657,666 | 0 | 424,006 | ||
Five9 Inc. | COM | 338307101 | 4,389 | 176,414 | SH | SOLE | 176,414 | 0 | 0 | ||
Flexion Therapeutics Inc. | COM | 33938J106 | 16,792 | 670,602 | SH | SOLE | 545,673 | 0 | 124,929 | ||
Flotek Industries Inc. | COM | 343389102 | 812 | 174,324 | SH | SOLE | 174,324 | 0 | 0 | ||
Fluidigm Corp. | COM | 34385P108 | 1,305 | 221,531 | SH | SOLE | 174,979 | 0 | 46,552 | ||
ForeScout Technologies Inc. | COM | 34553D101 | 5,867 | 183,988 | SH | SOLE | 183,988 | 0 | 0 | ||
Fortinet Inc. | COM | 34959E109 | 86,106 | 1,970,837 | SH | SOLE | 1,548,599 | 0 | 422,238 | ||
Freshpet Inc. | COM | 358039105 | 15,530 | 819,514 | SH | SOLE | 819,514 | 0 | 0 | ||
General Electric Co. | COM | 369604103 | 242 | 13,854 | SH | SOLE | 13,854 | 0 | 0 | ||
General Mills Inc. | COM | 370334104 | 1,895 | 31,960 | SH | SOLE | 31,960 | 0 | 0 | ||
General Motors Co. | COM | 37045V100 | 2,071 | 50,517 | SH | SOLE | 50,517 | 0 | 0 | ||
Glaukos Corp. | COM | 377322102 | 661 | 25,771 | SH | SOLE | 25,771 | 0 | 0 | ||
Golar LNG Partners LP | COM | Y2745C102 | 451 | 19,800 | SH | SOLE | 19,800 | 0 | 0 | ||
Gran Tierra Energy Inc. | COM | 38500T101 | 8,884 | 3,290,293 | SH | SOLE | 3,290,293 | 0 | 0 | ||
Great Ajax Corp. | COM | 38983D300 | 849 | 61,400 | SH | SOLE | 61,400 | 0 | 0 | ||
Guidewire Software Inc. | COM | 40171V100 | 51,221 | 689,756 | SH | SOLE | 540,764 | 0 | 148,992 | ||
Habit Restaurants Inc/The | COM | 40449J103 | 981 | 102,762 | SH | SOLE | 102,762 | 0 | 0 | ||
Hackett Group Inc./The | COM | 404609109 | 15,053 | 958,191 | SH | SOLE | 956,768 | 0 | 1,423 | ||
Hamilton Lane Inc. | COM | 407497106 | 59,361 | 1,677,342 | SH | SOLE | 1,452,619 | 0 | 224,723 | ||
Healthcare Services Group | COM | 421906108 | 160,487 | 3,044,131 | SH | SOLE | 2,405,370 | 0 | 638,761 | ||
HealthEquity Inc. | COM | 42226A107 | 107,004 | 2,293,280 | SH | SOLE | 1,833,728 | 0 | 459,552 | ||
Heico Corp. - Cl A | CL A | 422806208 | 112,152 | 1,418,746 | SH | SOLE | 1,150,642 | 0 | 268,104 | ||
Herbalife Ltd. | COM | G4412G101 | 731 | 10,800 | SH | SOLE | 10,800 | 0 | 0 | ||
Heritage-Crystal Clean Inc. | COM | 42726M106 | 3,332 | 153,192 | SH | SOLE | 153,192 | 0 | 0 | ||
HFF Inc. - Class A | CL A | 40418F108 | 89,507 | 1,840,189 | SH | SOLE | 1,417,495 | 0 | 422,694 | ||
Home Depot Inc. | COM | 437076102 | 1,459 | 7,700 | SH | SOLE | 7,700 | 0 | 0 | ||
Horizon Global Corp. | COM | 44052W104 | 2,485 | 177,212 | SH | SOLE | 177,212 | 0 | 0 | ||
HubSpot Inc. | COM | 443573100 | 57,166 | 646,679 | SH | SOLE | 529,159 | 0 | 117,520 | ||
Hudson Technologies Inc. | COM | 444144109 | 948 | 156,216 | SH | SOLE | 156,216 | 0 | 0 | ||
Independent Bank Corp/Rockland | COM | 453836108 | 38,546 | 551,833 | SH | SOLE | 450,853 | 0 | 100,980 | ||
Innospec, Inc. | COM | 45768S105 | 13,767 | 194,997 | SH | SOLE | 194,527 | 0 | 470 | ||
Inovio Pharmaceuticals Inc. | COM | 45773H201 | 11,004 | 2,664,488 | SH | SOLE | 2,178,231 | 0 | 486,257 | ||
Installed Building Products In | COM | 45780R101 | 48,845 | 643,115 | SH | SOLE | 558,851 | 0 | 84,264 | ||
Instructure Inc. | COM | 45781U103 | 6,567 | 198,389 | SH | SOLE | 198,389 | 0 | 0 | ||
Intra-Cellular Therapies Inc. | COM | 46116X101 | 27,873 | 1,924,917 | SH | SOLE | 1,615,070 | 0 | 309,847 | ||
Investar Holding Corp. | COM | 46134L105 | 2,728 | 113,208 | SH | SOLE | 113,208 | 0 | 0 | ||
IPG Photonics Corp. | COM | 44980X109 | 2,425 | 11,327 | SH | SOLE | 11,327 | 0 | 0 | ||
J. Jill Inc. | COM | 46620W102 | 9,814 | 1,258,146 | SH | SOLE | 1,258,146 | 0 | 0 | ||
John Bean Technologies Corp. | COM | 477839104 | 3,090 | 27,892 | SH | SOLE | 27,892 | 0 | 0 | ||
Johnson & Johnson | COM | 478160104 | 3,684 | 26,368 | SH | SOLE | 26,368 | 0 | 0 | ||
Juno Therapeutics Inc. | COM | 48205A109 | 28,781 | 629,636 | SH | SOLE | 498,795 | 0 | 130,841 | ||
Kansas City Life Insurance Co. | COM | 484836200 | 1,502 | 33,202 | SH | SOLE | 33,202 | 0 | 0 | ||
Kingstone Cos Inc. | COM | 496719105 | 3,452 | 183,621 | SH | SOLE | 183,621 | 0 | 0 | ||
KKR & Co LP | COM | 48248M102 | 1,009 | 47,894 | SH | SOLE | 47,894 | 0 | 0 | ||
Knight-Swift Transportation Ho | COM | 499049104 | 200,670 | 4,589,898 | SH | SOLE | 3,709,852 | 0 | 880,046 | ||
Kroger Co/The | COM | 501044101 | 3,922 | 142,869 | SH | SOLE | 142,869 | 0 | 0 | ||
Laboratory Corporation of Amer | COM | 50540R409 | 1,836 | 11,510 | SH | SOLE | 11,510 | 0 | 0 | ||
LendingTree Inc. | COM | 52603B107 | 6,977 | 20,493 | SH | SOLE | 20,493 | 0 | 0 | ||
LGI Homes Inc. | COM | 50187T106 | 32,548 | 433,799 | SH | SOLE | 433,799 | 0 | 0 | ||
LHC Group Inc. | COM | 50187A107 | 15,581 | 254,381 | SH | SOLE | 253,831 | 0 | 550 | ||
Lithia Motors Inc. - Cl A | CL A | 536797103 | 14,657 | 129,037 | SH | SOLE | 129,037 | 0 | 0 | ||
Luther Burbank Corp. | COM | 550550107 | 4,091 | 339,764 | SH | SOLE | 339,764 | 0 | 0 | ||
MacroGenics Inc. | COM | 556099109 | 19,540 | 1,028,443 | SH | SOLE | 813,732 | 0 | 214,711 | ||
Macy's Inc. | COM | 55616P104 | 1,638 | 65,007 | SH | SOLE | 65,007 | 0 | 0 | ||
Magellan Midstream Partners LP | COM | 559080106 | 1,757 | 24,771 | SH | SOLE | 24,771 | 0 | 0 | ||
Mastercard Inc. | COM | 57636Q104 | 1,859 | 12,285 | SH | SOLE | 12,285 | 0 | 0 | ||
MCBC Holdings Inc. | COM | 55276F107 | 3,598 | 161,915 | SH | SOLE | 161,915 | 0 | 0 | ||
McKesson Corp. | COM | 58155Q103 | 522 | 3,347 | SH | SOLE | 3,347 | 0 | 0 | ||
Medallion Financial Corp. | COM | 583928106 | 286 | 80,413 | SH | SOLE | 80,413 | 0 | 0 | ||
Medtronic PLC | COM | G5960L103 | 4,734 | 58,631 | SH | SOLE | 58,631 | 0 | 0 | ||
MercadoLibre Inc. | COM | 58733R102 | 27,428 | 87,166 | SH | SOLE | 83,509 | 0 | 3,657 | ||
Mesa Laboratories, Inc. | COM | 59064R109 | 3,621 | 29,132 | SH | SOLE | 29,132 | 0 | 0 | ||
Metropolitan Bank Holding Corp | COM | 591774104 | 7,621 | 181,022 | SH | SOLE | 181,022 | 0 | 0 | ||
MFA Financial Inc. | COM | 55272X102 | 13,244 | 1,672,262 | SH | SOLE | 1,672,262 | 0 | 0 | ||
Microchip Technology Inc. | COM | 595017104 | 1,239 | 14,100 | SH | SOLE | 14,100 | 0 | 0 | ||
Monmouth Real Estate Investmen | COM | 609720107 | 63,698 | 3,578,516 | SH | SOLE | 3,108,555 | 0 | 469,961 | ||
Monolithic Power Systems Inc. | COM | 609839105 | 110,008 | 979,071 | SH | SOLE | 777,574 | 0 | 201,497 | ||
Monro Inc. | COM | 610236101 | 187,369 | 3,290,061 | SH | SOLE | 2,674,075 | 0 | 615,986 | ||
Mosaic Co/The | COM | 61945C103 | 2,053 | 79,995 | SH | SOLE | 79,995 | 0 | 0 | ||
MSC Industrial Direct Co.- A | CL A | 553530106 | 496 | 5,130 | SH | SOLE | 5,130 | 0 | 0 | ||
Napco Security Technologies In | COM | 630402105 | 5,290 | 604,569 | SH | SOLE | 604,569 | 0 | 0 | ||
National Research Corp. - Cl A | CL A | 637372202 | 2,731 | 73,216 | SH | SOLE | 73,216 | 0 | 0 | ||
National Storage Affiliates Tr | COM | 637870106 | 14,298 | 524,494 | SH | SOLE | 524,494 | 0 | 0 | ||
National Vision Holdings Inc. | COM | 63845R107 | 24,968 | 614,815 | SH | SOLE | 447,292 | 0 | 167,523 | ||
Nautilus Inc. | COM | 63910B102 | 1,456 | 109,089 | SH | SOLE | 109,089 | 0 | 0 | ||
Neogen Corp. | COM | 640491106 | 84,104 | 1,023,040 | SH | SOLE | 806,252 | 0 | 216,788 | ||
New York Times Co/The | COM | 650111107 | 7,417 | 400,935 | SH | SOLE | 400,000 | 0 | 935 | ||
Nu Skin Enterprises Inc.- Cl A | CL A | 67018T105 | 44,014 | 645,089 | SH | SOLE | 550,666 | 0 | 94,423 | ||
NV5 Global Inc. | COM | 62945V109 | 7,553 | 139,486 | SH | SOLE | 139,486 | 0 | 0 | ||
NVE Corp. | COM | 629445206 | 5,031 | 58,503 | SH | SOLE | 58,503 | 0 | 0 | ||
Obalon Therapeutics Inc. | COM | 67424L100 | 586 | 88,641 | SH | SOLE | 88,641 | 0 | 0 | ||
Oil States International Inc. | COM | 678026105 | 7,588 | 268,136 | SH | SOLE | 268,136 | 0 | 0 | ||
Old Dominion Freight Line Inc. | COM | 679580100 | 102,932 | 782,452 | SH | SOLE | 630,232 | 0 | 152,220 | ||
Ollie's Bargain Outlet Holding | COM | 681116109 | 152,758 | 2,868,700 | SH | SOLE | 2,309,445 | 0 | 559,255 | ||
Omnicell Inc. | COM | 68213N109 | 4,876 | 100,542 | SH | SOLE | 100,542 | 0 | 0 | ||
Ooma Inc. | COM | 683416101 | 3,055 | 255,675 | SH | SOLE | 255,675 | 0 | 0 | ||
Oracle Corp. | COM | 68389X105 | 10,439 | 220,792 | SH | SOLE | 220,792 | 0 | 0 | ||
ORBCOMM Inc. | COM | 68555P100 | 2,201 | 216,222 | SH | SOLE | 216,222 | 0 | 0 | ||
OrthoPediatrics Corp. | COM | 68752L100 | 3,092 | 161,149 | SH | SOLE | 161,149 | 0 | 0 | ||
OurPet's Co. | COM | 689890101 | 479 | 339,710 | SH | SOLE | 339,710 | 0 | 0 | ||
Oxford Immunotec Global PLC | COM | G6855A103 | 7,906 | 565,932 | SH | SOLE | 565,932 | 0 | 0 | ||
Palo Alto Networks Inc. | COM | 697435105 | 1,679 | 11,583 | SH | SOLE | 11,583 | 0 | 0 | ||
Patrick Industries Inc. | COM | 703343103 | 4,602 | 66,270 | SH | SOLE | 66,270 | 0 | 0 | ||
Paylocity Holding Corp. | COM | 70438V106 | 50,553 | 1,071,943 | SH | SOLE | 851,013 | 0 | 220,930 | ||
PayPal Holdings Inc. | COM | 70450Y103 | 2,209 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PDF Solutions Inc. | COM | 693282105 | 2,585 | 164,677 | SH | SOLE | 164,677 | 0 | 0 | ||
People's Utah BanCorp. | COM | 712706209 | 7,128 | 235,243 | SH | SOLE | 235,243 | 0 | 0 | ||
PetIQ Inc. | COM | 71639T106 | 7,525 | 344,547 | SH | SOLE | 344,547 | 0 | 0 | ||
Pfizer Inc. | COM | 717081103 | 13,120 | 362,244 | SH | SOLE | 362,244 | 0 | 0 | ||
Pinnacle Financial Partners In | COM | 72346Q104 | 59,961 | 904,396 | SH | SOLE | 706,210 | 0 | 198,186 | ||
Planet Fitness Inc. | COM | 72703H101 | 61,384 | 1,772,573 | SH | SOLE | 1,438,148 | 0 | 334,425 | ||
Pool Corp. | COM | 73278L105 | 62,452 | 481,695 | SH | SOLE | 380,765 | 0 | 100,930 | ||
Power Integrations Inc. | COM | 739276103 | 1,716 | 23,330 | SH | SOLE | 23,330 | 0 | 0 | ||
Proofpoint Inc. | COM | 743424103 | 68,775 | 774,406 | SH | SOLE | 615,015 | 0 | 159,391 | ||
Prosperity Bancshares Inc. | COM | 743606105 | 15,965 | 227,850 | SH | SOLE | 227,850 | 0 | 0 | ||
Proto Labs Inc. | COM | 743713109 | 2,988 | 29,009 | SH | SOLE | 29,009 | 0 | 0 | ||
Qualcomm Inc. | COM | 747525103 | 2,012 | 31,425 | SH | SOLE | 31,425 | 0 | 0 | ||
Qualys Inc. | COM | 74758T303 | 2,441 | 41,127 | SH | SOLE | 41,127 | 0 | 0 | ||
Radiant Logistics Inc. | COM | 75025X100 | 2,101 | 456,725 | SH | SOLE | 456,725 | 0 | 0 | ||
Rapid7 Inc. | COM | 753422104 | 38,962 | 2,088,008 | SH | SOLE | 1,632,929 | 0 | 455,079 | ||
RBC Bearings Inc. | COM | 75524B104 | 151,512 | 1,198,672 | SH | SOLE | 940,993 | 0 | 257,679 | ||
Red Lion Hotels Corp | COM | 756764106 | 3,281 | 333,122 | SH | SOLE | 333,122 | 0 | 0 | ||
Reis Inc. | COM | 75936P105 | 3,433 | 166,241 | SH | SOLE | 166,241 | 0 | 0 | ||
Resource Capital Corp. | COM | 76120W708 | 385 | 41,092 | SH | SOLE | 41,092 | 0 | 0 | ||
Roku Inc. | COM | 77543R102 | 2,589 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Ross Stores Inc. | COM | 778296103 | 610 | 7,605 | SH | SOLE | 7,605 | 0 | 0 | ||
Sabra Health Care REIT, Inc. | COM | 78573L106 | 11,749 | 625,926 | SH | SOLE | 625,926 | 0 | 0 | ||
Sangamo Therapeutics Inc. | COM | 800677106 | 77,056 | 4,698,511 | SH | SOLE | 3,851,073 | 0 | 847,438 | ||
Schlumberger Ltd. | COM | 806857108 | 4,045 | 60,027 | SH | SOLE | 60,027 | 0 | 0 | ||
Seattle Genetics Inc/WA | COM | 812578102 | 52,398 | 979,393 | SH | SOLE | 803,466 | 0 | 175,927 | ||
Selecta Biosciences Inc. | COM | 816212104 | 2,419 | 246,618 | SH | SOLE | 246,618 | 0 | 0 | ||
Simon Property Group Inc. | COM | 828806109 | 633 | 3,685 | SH | SOLE | 3,685 | 0 | 0 | ||
SiteOne Landscape Supply Inc. | COM | 82982L103 | 81,463 | 1,062,098 | SH | SOLE | 845,861 | 0 | 216,237 | ||
Sleep Number Corp. | COM | 83125X103 | 19,862 | 528,385 | SH | SOLE | 528,385 | 0 | 0 | ||
SmartFinancial Inc. | COM | 83190L208 | 2,698 | 124,330 | SH | SOLE | 124,330 | 0 | 0 | ||
Snap-on Inc. | COM | 833034101 | 471 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
Solar Capital Ltd. | COM | 83413U100 | 285 | 14,108 | SH | SOLE | 14,108 | 0 | 0 | ||
Sound Financial Bancorp Inc. | COM | 83607A100 | 2,787 | 81,257 | SH | SOLE | 81,257 | 0 | 0 | ||
South State Corp. | COM | 840441109 | 44,906 | 515,269 | SH | SOLE | 415,056 | 0 | 100,213 | ||
Spirit Airlines Inc. | COM | 848577102 | 80,807 | 1,801,708 | SH | SOLE | 1,456,207 | 0 | 345,501 | ||
Stamps.com Inc. | COM | 852857200 | 8,439 | 44,887 | SH | SOLE | 44,887 | 0 | 0 | ||
Starwood Property Trust Inc. | COM | 85571B105 | 907 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
State Bank Financial Corp. | COM | 856190103 | 15,475 | 518,583 | SH | SOLE | 518,583 | 0 | 0 | ||
Steel Dynamics Inc. | COM | 858119100 | 3,791 | 87,891 | SH | SOLE | 87,891 | 0 | 0 | ||
Summit Hotel Properties Inc. | COM | 866082100 | 13,193 | 866,239 | SH | SOLE | 866,239 | 0 | 0 | ||
Sun Hydraulics Corp. | COM | 866942105 | 95,084 | 1,469,841 | SH | SOLE | 1,163,606 | 0 | 306,235 | ||
Superior Uniform Group Inc. | COM | 868358102 | 12,442 | 465,807 | SH | SOLE | 465,807 | 0 | 0 | ||
Switch Inc. | COM | 87105L104 | 5,591 | 307,365 | SH | SOLE | 153,313 | 0 | 154,052 | ||
Tabula Rasa HealthCare Inc. | COM | 873379101 | 5,595 | 199,448 | SH | SOLE | 199,448 | 0 | 0 | ||
Tactile Systems Technology Inc | COM | 87357P100 | 2,705 | 93,349 | SH | SOLE | 93,349 | 0 | 0 | ||
Take-Two Interactive Software | COM | 874054109 | 1,875 | 17,079 | SH | SOLE | 17,079 | 0 | 0 | ||
Tandem Diabetes Care Inc. | COM | 875372203 | 657 | 278,567 | SH | SOLE | 275,563 | 0 | 3,004 | ||
Taylor Devices Inc. | COM | 877163105 | 816 | 60,456 | SH | SOLE | 60,456 | 0 | 0 | ||
Tetra Tech Inc. | COM | 88162G103 | 1,069 | 22,194 | SH | SOLE | 0 | 0 | 22,194 | ||
Texas Capital Bancshares Inc. | COM | 88224Q107 | 122,513 | 1,378,098 | SH | SOLE | 1,101,889 | 0 | 276,209 | ||
The Blackstone Group LP | COM | 09253U108 | 3,494 | 109,112 | SH | SOLE | 109,112 | 0 | 0 | ||
The Walt Disney Co. | COM | 254687106 | 2,525 | 23,483 | SH | SOLE | 23,483 | 0 | 0 | ||
TPI Composites Inc. | COM | 87266J104 | 6,833 | 333,981 | SH | SOLE | 333,981 | 0 | 0 | ||
Tractor Supply Company | COM | 892356106 | 628 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
Trex Company Inc. | COM | 89531P105 | 91,688 | 845,904 | SH | SOLE | 698,193 | 0 | 147,711 | ||
Triangle Capital Corp. | COM | 895848109 | 480 | 50,621 | SH | SOLE | 50,621 | 0 | 0 | ||
TrueCar Inc. | COM | 89785L107 | 22,450 | 2,004,439 | SH | SOLE | 1,595,573 | 0 | 408,866 | ||
Tucows Inc. | COM | 898697206 | 9,040 | 129,056 | SH | SOLE | 129,056 | 0 | 0 | ||
Tyler Technologies Inc. | COM | 902252105 | 72,924 | 411,882 | SH | SOLE | 335,259 | 0 | 76,623 | ||
Ultimate Software Group Inc. | COM | 90385D107 | 161,783 | 741,342 | SH | SOLE | 591,863 | 0 | 149,479 | ||
UnitedHealth Group Inc. | COM | 91324P102 | 747 | 3,390 | SH | SOLE | 3,390 | 0 | 0 | ||
Upland Software Inc. | COM | 91544A109 | 4,718 | 217,813 | SH | SOLE | 217,813 | 0 | 0 | ||
USA Technologies Inc. | COM | 90328S500 | 10,931 | 1,121,175 | SH | SOLE | 1,121,175 | 0 | 0 | ||
Veeva Systems Inc. | COM | 922475108 | 1,914 | 34,615 | SH | SOLE | 33,212 | 0 | 1,403 | ||
Verizon Communications Inc. | COM | 92343V104 | 1,631 | 30,812 | SH | SOLE | 30,812 | 0 | 0 | ||
Visa Inc. | COM | 92826C839 | 1,793 | 15,725 | SH | SOLE | 15,725 | 0 | 0 | ||
Wabash National Corporation | COM | 929566107 | 3,218 | 148,288 | SH | SOLE | 148,288 | 0 | 0 | ||
Wal-Mart Stores Inc. | COM | 931142103 | 7,070 | 71,599 | SH | SOLE | 71,599 | 0 | 0 | ||
Walgreens Boots Alliance, Inc. | COM | 931427108 | 1,890 | 26,029 | SH | SOLE | 26,029 | 0 | 0 | ||
Waste Connections, Inc. | COM | 94106B101 | 36,888 | 519,993 | SH | SOLE | 339,347 | 0 | 180,646 | ||
Wayfair Inc. | COM | 94419L101 | 92,445 | 1,151,675 | SH | SOLE | 917,432 | 0 | 234,243 | ||
Webster Financial Corp. | COM | 947890109 | 67,946 | 1,209,873 | SH | SOLE | 1,019,362 | 0 | 190,511 | ||
Wells Fargo & Co. | COM | 949746101 | 11,225 | 185,010 | SH | SOLE | 185,010 | 0 | 0 | ||
WESCO Intl. Inc. | COM | 95082P105 | 166,573 | 2,444,215 | SH | SOLE | 1,990,763 | 0 | 453,452 | ||
WW Grainger Inc. | COM | 384802104 | 496 | 2,099 | SH | SOLE | 2,099 | 0 | 0 | ||
Zagg Inc. | COM | 98884U108 | 14,005 | 759,055 | SH | SOLE | 759,055 | 0 | 0 | ||
Zendesk Inc. | COM | 98936J101 | 62,642 | 1,851,116 | SH | SOLE | 1,481,070 | 0 | 370,046 | ||
Zoe's Kitchen Inc. | COM | 98979J109 | 5,094 | 304,669 | SH | SOLE | 304,669 | 0 | 0 | ||
Zumiez Inc. | COM | 989817101 | 936 | 44,947 | SH | SOLE | 44,947 | 0 | 0 | ||
China Biologic Products Holdin | COM | G21515104 | 17,989 | 228,373 | SH | SOLE | 121,020 | 0 | 107,353 | ||
Credicorp Ltd. | COM | G2519Y108 | 9,642 | 46,483 | SH | SOLE | 37,890 | 0 | 8,593 | ||
Cyber-Ark Software Ltd/Israel | SHS | M2682V108 | 31,859 | 769,733 | SH | SOLE | 615,777 | 0 | 153,956 | ||
Ferroglobe PLC | SHS | G33856108 | 3,012 | 185,945 | SH | SOLE | 185,945 | 0 | 0 | ||
Globant SA | COM | L44385109 | 39,737 | 855,291 | SH | SOLE | 687,819 | 0 | 167,472 | ||
Icon PLC | SHS | G4705A100 | 191,810 | 1,710,295 | SH | SOLE | 1,408,124 | 0 | 302,171 | ||
InterXion Holding NV | SHS | N47279109 | 70,464 | 1,195,723 | SH | SOLE | 991,235 | 0 | 204,488 | ||
Kornit Digital Ltd. | SHS | M6372Q113 | 9,041 | 559,822 | SH | SOLE | 559,822 | 0 | 0 | ||
Luxoft Holding Inc. | ORD SHS CL A | G57279104 | 84,878 | 1,523,838 | SH | SOLE | 1,265,541 | 0 | 258,297 | ||
MakeMyTrip Ltd. | SHS | V5633W109 | 64,835 | 2,172,043 | SH | SOLE | 1,833,448 | 0 | 338,595 | ||
SodaStream International Ltd. | USD SHS | M9068E105 | 5,276 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
Suncor Energy Inc. | COM | 867224107 | 7,833 | 213,304 | SH | SOLE | 213,304 | 0 | 0 | ||
Tower Semiconductor Ltd. | SHS NEW | M87915274 | 19,930 | 584,787 | SH | SOLE | 584,787 | 0 | 0 | ||
51job Inc.ADR | SP ADR REP COM | 316827104 | 78,767 | 1,294,439 | SH | SOLE | 828,544 | 0 | 465,895 | ||
Alibaba Group Holding Ltd.ADR | SPONSORED ADR | 01609W102 | 49,055 | 284,492 | SH | SOLE | 273,842 | 0 | 10,650 | ||
China Lodging Group Ltd.ADR | SPONSORED ADR | 16949N109 | 17,386 | 120,376 | SH | SOLE | 59,481 | 0 | 60,895 | ||
Ctrip.com International Ltd. - | AMERICAN DEP SHS | 22943F100 | 43,988 | 997,453 | SH | SOLE | 956,775 | 0 | 40,678 | ||
Grupo Financiero Galicia SAADR | SP ADR 10 SH B | 399909100 | 8,751 | 132,895 | SH | SOLE | 111,542 | 0 | 21,353 | ||
Grupo Supervielle SAADR | SPONSORED ADR | 40054A108 | 7,099 | 242,122 | SH | SOLE | 206,025 | 0 | 36,097 | ||
HDFC Bank Ltd. ADR | ADR REPS 3 SHS | 40415F101 | 12,224 | 120,231 | SH | SOLE | 120,231 | 0 | 0 | ||
ING Groep NV ADR | SPONSORED ADR | 456837103 | 7,754 | 420,039 | SH | SOLE | 420,039 | 0 | 0 | ||
Novartis AG ADR | SPONSORED ADR | 66987V109 | 3,331 | 39,675 | SH | SOLE | 39,675 | 0 | 0 | ||
Pampa Energia SAADR | SPONS ADR LVL I | 697660207 | 2,956 | 43,929 | SH | SOLE | 36,895 | 0 | 7,034 | ||
Royal Dutch Shell PLCADR | SPONS ADR A | 780259206 | 7,950 | 119,180 | SH | SOLE | 119,180 | 0 | 0 | ||
Taiwan Semiconductor Manufactu | SPONSORED ADR | 874039100 | 286 | 7,215 | SH | SOLE | 7,215 | 0 | 0 | ||
Transportadora de Gas del Sur | SPON ADR B | 893870204 | 8,616 | 387,594 | SH | SOLE | 336,099 | 0 | 51,495 | ||
ForeScout Technologies, Inc. - | COM | 34553D101 | 8,001 | 296,812 | SH | SOLE | 296,812 | 0 | 0 | ||
iShares MSCI India ETF | MSCI INDIA ETF | 46429B598 | 14,149 | 392,260 | SH | SOLE | 0 | 0 | 392,260 | ||
iShares MSCI India Small-Cap E | MSCI INDIA SM CP | 46429B614 | 1,058 | 20,130 | SH | SOLE | 20,130 | 0 | 0 | ||
iShares MSCI Taiwan ETF | MSCI TAIWAN ETF | 46434G772 | 12,040 | 332,495 | SH | SOLE | 0 | 0 | 332,495 | ||
iShares Russell 2000 Index Fun | RUSSELL 2000 ETF | 464287655 | 776 | 5,087 | SH | SOLE | 5,087 | 0 | 0 |