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 |
| Abaxis Inc | COM | 002567105 | 6,054 | 85,723 | SH | SOLE | 0 | 56,532 | 0 | 29,191 | |
| Aerojet Rocketdyne Holdings In | COM | 007800105 | 4,284 | 153,174 | SH | SOLE | 0 | 153,174 | 0 | 0 | |
| Air Transport Services Group I | COM | 00922R105 | 5,842 | 250,515 | SH | SOLE | 0 | 161,663 | 0 | 88,852 | |
| Altair Engineering Inc | COM | 021369103 | 6,523 | 207,992 | SH | SOLE | 0 | 136,517 | 0 | 71,475 | |
| Alteryx Inc | COM | 02156B103 | 3,442 | 100,811 | SH | SOLE | 0 | 66,456 | 0 | 34,355 | |
| Altra Holdings Inc | COM | 02208R106 | 5,799 | 126,197 | SH | SOLE | 0 | 83,225 | 0 | 42,972 | |
| Apptio Inc | COM | 03835C108 | 6,326 | 223,206 | SH | SOLE | 0 | 146,031 | 0 | 77,175 | |
| Astec Industries Inc | COM | 046224101 | 5,131 | 92,982 | SH | SOLE | 0 | 61,340 | 0 | 31,642 | |
| At Home Group Inc | COM | 04650Y100 | 4,622 | 144,260 | SH | SOLE | 0 | 93,921 | 0 | 50,339 | |
| Atlas Air Worldwide Holdings | COM | 049164205 | 5,635 | 93,215 | SH | SOLE | 0 | 60,851 | 0 | 32,364 | |
| Atlassian Corporation Plc | COM | G06242104 | 454 | 8,419 | SH | SOLE | 0 | 8,419 | 0 | 0 | |
| BWX Technologies | COM | 05605H100 | 348 | 5,475 | SH | SOLE | 0 | 5,475 | 0 | 0 | |
| BlackLine Inc | COM | 09239B109 | 7,612 | 194,143 | SH | SOLE | 0 | 126,678 | 0 | 67,465 | |
| Boingo Wireless Inc | COM | 09739C102 | 6,453 | 260,532 | SH | SOLE | 0 | 169,124 | 0 | 91,408 | |
| Bottomline Technologies Inc | COM | 101388106 | 5,757 | 148,575 | SH | SOLE | 0 | 97,983 | 0 | 50,592 | |
| Box Inc | COM | 10316T104 | 5,564 | 270,769 | SH | SOLE | 0 | 176,759 | 0 | 94,010 | |
| Boyd Gaming Corp | COM | 103304101 | 5,027 | 157,781 | SH | SOLE | 0 | 90,908 | 0 | 66,873 | |
| Callon Petroleum Company | COM | 13123X102 | 7,943 | 599,954 | SH | SOLE | 0 | 390,582 | 0 | 209,372 | |
| Care com Inc | COM | 141633107 | 4,945 | 303,959 | SH | SOLE | 0 | 197,480 | 0 | 106,479 | |
| Catalent Inc | COM | 148806102 | 7,666 | 186,700 | SH | SOLE | 0 | 118,749 | 0 | 67,951 | |
| Cavco Industries Inc | COM | 149568107 | 6,395 | 36,803 | SH | SOLE | 0 | 24,236 | 0 | 12,567 | |
| Chegg Inc | COM | 163092109 | 6,043 | 292,515 | SH | SOLE | 0 | 192,935 | 0 | 99,580 | |
| Cryoport Inc | COM | 229050307 | 2,875 | 334,289 | SH | SOLE | 0 | 216,900 | 0 | 117,389 | |
| Cubic Corp | COM | 229669106 | 3,362 | 52,855 | SH | SOLE | 0 | 34,724 | 0 | 18,131 | |
| Dova Pharmaceuticals Inc | COM | 25985T102 | 5,909 | 217,885 | SH | SOLE | 0 | 143,680 | 0 | 74,205 | |
| Dycom Industries Inc | COM | 267475101 | 5,586 | 51,904 | SH | SOLE | 0 | 34,123 | 0 | 17,781 | |
| ESCO Technologies Inc | COM | 296315104 | 5,150 | 87,958 | SH | SOLE | 0 | 57,610 | 0 | 30,348 | |
| Etsy Inc | COM | 29786A106 | 5,771 | 205,676 | SH | SOLE | 0 | 135,653 | 0 | 70,023 | |
| Everbridge Inc | COM | 29978A104 | 6,988 | 190,939 | SH | SOLE | 0 | 125,899 | 0 | 65,040 | |
| Evercore Inc | COM | 29977A105 | 7,118 | 81,625 | SH | SOLE | 0 | 53,260 | 0 | 28,365 | |
| FARO Technologies Inc | COM | 311642102 | 6,045 | 103,514 | SH | SOLE | 0 | 67,871 | 0 | 35,643 | |
| FCB Financial Holdings Inc | COM | 30255G103 | 6,818 | 133,416 | SH | SOLE | 0 | 87,270 | 0 | 46,146 | |
| Flir Systems Inc | COM | 302445101 | 354 | 7,071 | SH | SOLE | 0 | 7,071 | 0 | 0 | |
| Floor and Decor Holdings Inc | COM | 339750101 | 3,065 | 58,811 | SH | SOLE | 0 | 37,388 | 0 | 21,423 | |
| Foundation Medicine Inc | COM | 350465100 | 3,114 | 39,547 | SH | SOLE | 0 | 25,929 | 0 | 13,618 | |
| Granite Construction Inc | COM | 387328107 | 6,565 | 117,520 | SH | SOLE | 0 | 76,994 | 0 | 40,526 | |
| GrubHub Inc | COM | 400110102 | 321 | 3,159 | SH | SOLE | 0 | 3,159 | 0 | 0 | |
| HealthEquity Inc | COM | 42226A107 | 3,175 | 52,440 | SH | SOLE | 0 | 34,544 | 0 | 17,896 | |
| Home Bancshares Inc | COM | 436893200 | 5,607 | 245,819 | SH | SOLE | 0 | 160,284 | 0 | 85,535 | |
| II-VI Inc | COM | 902104108 | 7,397 | 180,852 | SH | SOLE | 0 | 118,279 | 0 | 62,573 | |
| Instructure Inc | COM | 45781U103 | 5,579 | 132,353 | SH | SOLE | 0 | 87,331 | 0 | 45,022 | |
| John Bean Technologies Corpora | COM | 477839104 | 5,597 | 49,355 | SH | SOLE | 0 | 32,540 | 0 | 16,815 | |
| KLX Inc | COM | 482539103 | 7,629 | 107,361 | SH | SOLE | 0 | 70,590 | 0 | 36,771 | |
| Kadant Inc | COM | 48282T104 | 2,851 | 30,169 | SH | SOLE | 0 | 19,699 | 0 | 10,470 | |
| LGI Homes Inc | COM | 50187T106 | 6,734 | 95,424 | SH | SOLE | 0 | 62,927 | 0 | 32,497 | |
| Lending Tree Inc | COM | 52603B107 | 4,236 | 12,908 | SH | SOLE | 0 | 8,191 | 0 | 4,717 | |
| Liberty Oilfield Services Inc | COM | 53115L104 | 7,134 | 422,395 | SH | SOLE | 0 | 277,930 | 0 | 144,465 | |
| Littelfuse Inc | COM | 537008104 | 7,053 | 33,879 | SH | SOLE | 0 | 21,582 | 0 | 12,297 | |
| Liveperson Inc | COM | 538146101 | 6,161 | 376,813 | SH | SOLE | 0 | 243,804 | 0 | 133,009 | |
| Lumentum Holdings Inc | COM | 55024U109 | 3,346 | 52,446 | SH | SOLE | 0 | 34,513 | 0 | 17,933 | |
| Mantech International Corp-A | COM | 564563104 | 7,422 | 133,796 | SH | SOLE | 0 | 87,443 | 0 | 46,353 | |
| Marten Transport LTD | COM | 573075108 | 6,623 | 290,494 | SH | SOLE | 0 | 190,330 | 0 | 100,164 | |
| MasTec Inc | COM | 576323109 | 6,648 | 141,293 | SH | SOLE | 0 | 90,561 | 0 | 50,732 | |
| Matador Resources Company | COM | 576485205 | 7,127 | 238,297 | SH | SOLE | 0 | 157,085 | 0 | 81,212 | |
| Mercury Computer Systems Inc | COM | 589378108 | 6,154 | 127,367 | SH | SOLE | 0 | 82,882 | 0 | 44,485 | |
| Merit Medical Systems Inc | COM | 589889104 | 5,962 | 131,464 | SH | SOLE | 0 | 86,099 | 0 | 45,365 | |
| Moelis & Company | COM | 60786M105 | 7,788 | 153,161 | SH | SOLE | 0 | 100,298 | 0 | 52,863 | |
| Mulesoft Inc | COM | 625207105 | 6,173 | 140,351 | SH | SOLE | 0 | 91,563 | 0 | 48,788 | |
| NV5 Global Inc | COM | 62945V109 | 5,964 | 106,984 | SH | SOLE | 0 | 70,033 | 0 | 36,951 | |
| New Relic Inc | COM | 64829B100 | 6,358 | 85,786 | SH | SOLE | 0 | 56,578 | 0 | 29,208 | |
| Novocure Limited | COM | G6674U108 | 7,550 | 346,350 | SH | SOLE | 0 | 227,072 | 0 | 119,278 | |
| Nutanix Inc | COM | 67059N108 | 4,456 | 90,735 | SH | SOLE | 0 | 58,358 | 0 | 32,377 | |
| Old Dominion Freight Line | COM | 679580100 | 375 | 2,550 | SH | SOLE | 0 | 2,550 | 0 | 0 | |
| Ollies Bargain Outlet Holdings | COM | 681116109 | 6,542 | 108,491 | SH | SOLE | 0 | 71,188 | 0 | 37,303 | |
| Omnicell Inc | COM | 68213N109 | 4,875 | 112,316 | SH | SOLE | 0 | 73,815 | 0 | 38,501 | |
| Orasure Technologies Inc | COM | 68554V108 | 5,809 | 343,904 | SH | SOLE | 0 | 225,069 | 0 | 118,835 | |
| Planet Fitness Inc | COM | 72703H101 | 3,454 | 91,447 | SH | SOLE | 0 | 60,089 | 0 | 31,358 | |
| Power Integrations Inc | COM | 739276103 | 4,987 | 72,967 | SH | SOLE | 0 | 47,687 | 0 | 25,280 | |
| Primoris Services Corp | COM | 74164F103 | 5,685 | 227,564 | SH | SOLE | 0 | 148,460 | 0 | 79,104 | |
| Proto Labs Inc | COM | 743713109 | 5,777 | 49,146 | SH | SOLE | 0 | 32,409 | 0 | 16,737 | |
| Pure Storage Inc | COM | 74624M102 | 7,229 | 362,344 | SH | SOLE | 0 | 236,189 | 0 | 126,155 | |
| Quanta Services Inc | COM | 74762E102 | 6,012 | 175,035 | SH | SOLE | 0 | 111,600 | 0 | 63,435 | |
| Quantenna Communications Inc | COM | 74766D100 | 5,630 | 410,931 | SH | SOLE | 0 | 271,014 | 0 | 139,917 | |
| Raven Industries Inc | COM | 754212108 | 5,585 | 159,348 | SH | SOLE | 0 | 104,400 | 0 | 54,948 | |
| Red Rock Resorts Inc | COM | 75700L108 | 2,180 | 74,448 | SH | SOLE | 0 | 42,705 | 0 | 31,743 | |
| Redfin Corporation | COM | 75737F108 | 7,954 | 348,387 | SH | SOLE | 0 | 227,551 | 0 | 120,836 | |
| Repligen Corporation | COM | 759916109 | 7,711 | 213,134 | SH | SOLE | 0 | 139,303 | 0 | 73,831 | |
| Rogers Corporation | COM | 775133101 | 5,640 | 47,181 | SH | SOLE | 0 | 31,087 | 0 | 16,094 | |
| Roku Inc | COM | 77543R102 | 5,421 | 174,312 | SH | SOLE | 0 | 113,467 | 0 | 60,845 | |
| SPLUNK Inc | COM | 848637104 | 362 | 3,677 | SH | SOLE | 0 | 3,677 | 0 | 0 | |
| Saia Inc | COM | 78709Y105 | 6,053 | 80,543 | SH | SOLE | 0 | 52,948 | 0 | 27,595 | |
| SendGrid Inc | COM | 816883102 | 6,972 | 247,744 | SH | SOLE | 0 | 161,661 | 0 | 86,083 | |
| Servicenow Inc | COM | 81762P102 | 536 | 3,241 | SH | SOLE | 0 | 3,241 | 0 | 0 | |
| Shutterfly Inc | COM | 82568P304 | 4,752 | 58,484 | SH | SOLE | 0 | 38,574 | 0 | 19,910 | |
| Silicon Laboratories Inc | COM | 826919102 | 5,498 | 61,152 | SH | SOLE | 0 | 40,062 | 0 | 21,090 | |
| SiteOne Landscape Supply Inc | COM | 82982L103 | 5,807 | 75,380 | SH | SOLE | 0 | 49,271 | 0 | 26,109 | |
| Sterling Bancorp | COM | 85917A100 | 5,955 | 264,093 | SH | SOLE | 0 | 168,056 | 0 | 96,037 | |
| Stitch Fix Inc | COM | 860897107 | 4,077 | 201,049 | SH | SOLE | 0 | 132,446 | 0 | 68,603 | |
| Summit Materials Inc | COM | 86614U100 | 6,876 | 227,086 | SH | SOLE | 0 | 149,799 | 0 | 77,287 | |
| Tabula Rasa Healthcare Inc | COM | 873379101 | 5,871 | 151,318 | SH | SOLE | 0 | 98,292 | 0 | 53,026 | |
| Take-Two Interactive Software | COM | 874054109 | 387 | 3,957 | SH | SOLE | 0 | 3,957 | 0 | 0 | |
| Talend SA | COM | 874224207 | 5,923 | 123,081 | SH | SOLE | 0 | 80,261 | 0 | 42,820 | |
| Texas Roadhouse Inc-Class A | COM | 882681109 | 7,327 | 126,812 | SH | SOLE | 0 | 82,710 | 0 | 44,102 | |
| The Trade Desk Inc | COM | 88339J105 | 2,862 | 57,674 | SH | SOLE | 0 | 37,540 | 0 | 20,134 | |
| TopBuild Corp | COM | 89055F103 | 5,977 | 78,104 | SH | SOLE | 0 | 51,190 | 0 | 26,914 | |
| Tower Semiconductor LTD | COM | M87915274 | 5,359 | 199,157 | SH | SOLE | 0 | 131,331 | 0 | 67,826 | |
| United Community Banks/GA | COM | 90984P303 | 8,504 | 268,693 | SH | SOLE | 0 | 177,268 | 0 | 91,425 | |
| Vail Resorts Inc | COM | 91879Q109 | 350 | 1,579 | SH | SOLE | 0 | 1,579 | 0 | 0 | |
| Varonis Systems Inc | COM | 922280102 | 4,621 | 76,388 | SH | SOLE | 0 | 50,396 | 0 | 25,992 | |
| Virtusa Corporation | COM | 92827P102 | 5,695 | 117,527 | SH | SOLE | 0 | 77,028 | 0 | 40,499 | |
| Vonage Holdings Corp | COM | 92886T201 | 6,163 | 578,658 | SH | SOLE | 0 | 381,538 | 0 | 197,120 | |
| WNS Holdings Ltd - ADR | COM | 92932M101 | 8,046 | 177,489 | SH | SOLE | 0 | 116,358 | 0 | 61,131 | |
| Welbilt Inc | COM | 949090104 | 4,746 | 243,987 | SH | SOLE | 0 | 159,588 | 0 | 84,399 | |
| West Pharmaceutical Services | COM | 955306105 | 5,444 | 61,660 | SH | SOLE | 0 | 39,661 | 0 | 21,999 | |
| Wingstop Inc | COM | 974155103 | 6,188 | 131,015 | SH | SOLE | 0 | 85,676 | 0 | 45,339 | |
| Wix com Ltd | COM | M98068105 | 3,079 | 38,709 | SH | SOLE | 0 | 25,196 | 0 | 13,513 | |
| Zendesk Inc | COM | 98936J101 | 8,517 | 177,915 | SH | SOLE | 0 | 117,057 | 0 | 60,858 | |
| Zscaler Inc | COM | 98980G102 | 2,997 | 106,760 | SH | SOLE | 0 | 69,497 | 0 | 37,263 | |
| iRhythm Technologies Inc | COM | 450056106 | 5,928 | 94,168 | SH | SOLE | 0 | 62,090 | 0 | 32,078 | |
| iShares Russell 2000 Growth | ETF | 464287648 | 5,776 | 30,308 | SH | SOLE | 0 | 0 | 0 | 30,308 | |