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 | 72,545 | 863,320 | SH | SOLE | 859,420 | 0 | 0 | 3,900 | |
A.O. Smith Corp. | COM | 831865209 | 15,963 | 251,035 | SH | SOLE | 185,535 | 0 | 0 | 65,500 | |
Acadia Healthcare Co Inc | COM | 00404A109 | 19,284 | 492,193 | SH | SOLE | 363,543 | 0 | 0 | 128,650 | |
Acceleron Pharma Inc | COM | 00434H108 | 12,981 | 332,005 | SH | SOLE | 330,505 | 0 | 0 | 1,500 | |
Achaogen Inc. | COM | 004449104 | 16,633 | 1,284,411 | SH | SOLE | 1,161,511 | 0 | 0 | 122,900 | |
ACI Worldwide Inc. | COM | 004498101 | 57,861 | 2,439,335 | SH | SOLE | 2,101,060 | 0 | 0 | 338,275 | |
Adobe Systems Inc. | COM | 00724F101 | 5,146 | 23,815 | SH | SOLE | 22,540 | 0 | 0 | 1,275 | |
Aercap Holdings NV | SHS | N00985106 | 108,545 | 2,140,075 | SH | SOLE | 1,615,775 | 0 | 0 | 524,300 | |
Agilent Technologies Inc | COM | 00846U101 | 76,627 | 1,145,400 | SH | SOLE | 863,150 | 0 | 0 | 282,250 | |
Albany International Corp | CL A | 012348108 | 70,536 | 1,124,980 | SH | SOLE | 1,119,880 | 0 | 0 | 5,100 | |
Allegiant Travel Co | COM | 01748X102 | 90,651 | 525,359 | SH | SOLE | 470,194 | 0 | 0 | 55,165 | |
Alliance Data Systems Cor | COM | 018581108 | 80,690 | 379,075 | SH | SOLE | 289,745 | 0 | 0 | 89,330 | |
Alphabet Inc Class C | CAP STK CL C | 02079K107 | 12,288 | 11,909 | SH | SOLE | 11,272 | 0 | 0 | 637 | |
Altice USA Inc | CL A | 02156K103 | 49,698 | 2,689,300 | SH | SOLE | 2,027,200 | 0 | 0 | 662,100 | |
Amazon.com Inc. | COM | 023135106 | 11,040 | 7,628 | SH | SOLE | 7,220 | 0 | 0 | 408 | |
Amdocs Limited | SHS | G02602103 | 110,201 | 1,651,700 | SH | SOLE | 1,266,100 | 0 | 0 | 385,600 | |
Amedisys Inc. | COM | 023436108 | 27,110 | 449,295 | SH | SOLE | 447,295 | 0 | 0 | 2,000 | |
American Renal Associates | COM | 029227105 | 15,080 | 800,000 | SH | SOLE | 796,400 | 0 | 0 | 3,600 | |
AMERISAFE Inc. | COM | 03071H100 | 26,412 | 478,040 | SH | SOLE | 475,840 | 0 | 0 | 2,200 | |
Ametek Inc | COM | 031100100 | 84,351 | 1,110,320 | SH | SOLE | 849,795 | 0 | 0 | 260,525 | |
Amphenol Corp. Cl A | CL A | 032095101 | 88,033 | 1,022,100 | SH | SOLE | 770,825 | 0 | 0 | 251,275 | |
Ansys Inc. | COM | 03662Q105 | 15,512 | 99,000 | SH | SOLE | 73,775 | 0 | 0 | 25,225 | |
Apollo Global Management | CL A SHS | 037612306 | 111,870 | 3,776,825 | SH | SOLE | 2,784,825 | 0 | 0 | 992,000 | |
Apple Inc | COM | 037833100 | 13,479 | 80,335 | SH | SOLE | 76,065 | 0 | 0 | 4,270 | |
Argenx SE ADR | SPONSORED ADR | 04016X101 | 13,156 | 163,555 | SH | SOLE | 162,855 | 0 | 0 | 700 | |
Argo Group International | COM | G0464B107 | 21,378 | 372,440 | SH | SOLE | 370,810 | 0 | 0 | 1,630 | |
ASGN Incorporated | Common Stock | 00191U102 | 122,164 | 1,491,985 | SH | SOLE | 1,479,590 | 0 | 0 | 12,395 | |
Assured Guaranty Ltd | COM | G0585R106 | 74,020 | 2,044,755 | SH | SOLE | 1,531,055 | 0 | 0 | 513,700 | |
Astrazeneca Plc ADR | SPONSORED ADR | 046353108 | 4,383 | 125,330 | SH | SOLE | 118,645 | 0 | 0 | 6,685 | |
Atento SA ADR | SHS | L0427L105 | 16,560 | 2,123,100 | SH | SOLE | 2,113,900 | 0 | 0 | 9,200 | |
Atlassian Corporation Plc | CL A | G06242104 | 98,551 | 1,827,721 | SH | SOLE | 1,396,971 | 0 | 0 | 430,750 | |
Avexis Inc | COM | 05366U100 | 44,769 | 362,265 | SH | SOLE | 320,815 | 0 | 0 | 41,450 | |
Axalta Coating Systems Lt | COM | G0750C108 | 30,354 | 1,005,436 | SH | SOLE | 740,036 | 0 | 0 | 265,400 | |
Axis Capital | SHS | G0692U109 | 55,405 | 962,400 | SH | SOLE | 724,800 | 0 | 0 | 237,600 | |
Beacon Roofing Supply Inc | COM | 073685109 | 154,018 | 2,902,176 | SH | SOLE | 2,618,966 | 0 | 0 | 283,210 | |
Bio Techne Corp | COM | 09073M104 | 77,463 | 512,865 | SH | SOLE | 392,325 | 0 | 0 | 120,540 | |
Bio-Rad Laboratories Inc | CL A | 090572207 | 145,302 | 581,022 | SH | SOLE | 444,972 | 0 | 0 | 136,050 | |
Blackhawk Network Holding | COM | 09238E104 | 22,350 | 500,000 | SH | SOLE | 495,600 | 0 | 0 | 4,400 | |
BlackLine Inc | COM | 09239B109 | 30,560 | 779,385 | SH | SOLE | 775,585 | 0 | 0 | 3,800 | |
Blueprint Medicines Corp. | COM | 09627Y109 | 76,696 | 836,375 | SH | SOLE | 735,425 | 0 | 0 | 100,950 | |
Booz Allen & Hamilton Inc | CL A | 099502106 | 222,527 | 5,747,076 | SH | SOLE | 4,326,246 | 0 | 0 | 1,420,830 | |
Bright Horizons Family So | COM | 109194100 | 176,861 | 1,773,574 | SH | SOLE | 1,570,424 | 0 | 0 | 203,150 | |
Broadridge Financial Solu | COM | 11133T103 | 64,818 | 590,916 | SH | SOLE | 454,916 | 0 | 0 | 136,000 | |
Brunswick Corp. | COM | 117043109 | 116,855 | 1,967,590 | SH | SOLE | 1,511,940 | 0 | 0 | 455,650 | |
BWX Technologies Inc. | COM | 05605H100 | 195,028 | 3,069,850 | SH | SOLE | 2,369,535 | 0 | 0 | 700,315 | |
Cable One Inc | COM | 12685J105 | 73,226 | 106,571 | SH | SOLE | 106,116 | 0 | 0 | 455 | |
Cactus Inc Cl A | CL A | 127203107 | 24,237 | 900,000 | SH | SOLE | 895,900 | 0 | 0 | 4,100 | |
Cadence BanCorporation | CL A | 12739A100 | 46,563 | 1,710,000 | SH | SOLE | 1,702,200 | 0 | 0 | 7,800 | |
Capitol Acquisition Corp | SHS | G1992S109 | 41,120 | 3,553,995 | SH | SOLE | 3,537,895 | 0 | 0 | 16,100 | |
Carlisle Companies Incorp | COM | 142339100 | 71,093 | 680,900 | SH | SOLE | 512,425 | 0 | 0 | 168,475 | |
Carter's Inc. | COM | 146229109 | 38,098 | 365,972 | SH | SOLE | 292,972 | 0 | 0 | 73,000 | |
CBRE Group Inc | CL A | 12504L109 | 133,987 | 2,837,500 | SH | SOLE | 2,088,825 | 0 | 0 | 748,675 | |
Centene Corp. | COM | 15135B101 | 77,299 | 723,300 | SH | SOLE | 545,125 | 0 | 0 | 178,175 | |
Charles River Laboratorie | COM | 159864107 | 91,809 | 860,120 | SH | SOLE | 661,870 | 0 | 0 | 198,250 | |
Charles Schwab Corp. | COM | 808513105 | 6,206 | 118,840 | SH | SOLE | 112,420 | 0 | 0 | 6,420 | |
Chegg Inc | COM | 163092109 | 56,731 | 2,745,955 | SH | SOLE | 2,733,455 | 0 | 0 | 12,500 | |
Cigna Corporation | COM | 125509109 | 3,991 | 23,790 | SH | SOLE | 22,515 | 0 | 0 | 1,275 | |
Cintas Corp. | COM | 172908105 | 46,330 | 271,600 | SH | SOLE | 204,550 | 0 | 0 | 67,050 | |
Circor International Inc. | COM | 17273K109 | 28,753 | 674,005 | SH | SOLE | 671,005 | 0 | 0 | 3,000 | |
Clean Harbors Inc | COM | 184496107 | 93,019 | 1,905,737 | SH | SOLE | 1,700,637 | 0 | 0 | 205,100 | |
Cloudera Inc | COM | 18914U100 | 30,214 | 1,400,088 | SH | SOLE | 1,232,238 | 0 | 0 | 167,850 | |
Cogent Communications Gro | COM NEW | 19239V302 | 29,573 | 681,415 | SH | SOLE | 678,415 | 0 | 0 | 3,000 | |
Cognex Corp. | COM | 192422103 | 13,522 | 260,085 | SH | SOLE | 191,085 | 0 | 0 | 69,000 | |
Coherent Inc. | COM | 192479103 | 83,834 | 447,353 | SH | SOLE | 335,103 | 0 | 0 | 112,250 | |
Columbia Sportswear Co. | COM | 198516106 | 15,440 | 202,018 | SH | SOLE | 152,818 | 0 | 0 | 49,200 | |
Comcast Corp. Cl A | CL A | 20030N101 | 7,490 | 219,210 | SH | SOLE | 207,515 | 0 | 0 | 11,695 | |
Comerica Inc. | COM | 200340107 | 61,932 | 645,600 | SH | SOLE | 486,700 | 0 | 0 | 158,900 | |
CommScope Holding Co Inc | COM | 20337X109 | 41,461 | 1,037,291 | SH | SOLE | 766,291 | 0 | 0 | 271,000 | |
Concho Resources Inc | COM | 20605P101 | 91,927 | 611,500 | SH | SOLE | 460,700 | 0 | 0 | 150,800 | |
Copart Inc. | COM | 217204106 | 65,837 | 1,292,700 | SH | SOLE | 974,700 | 0 | 0 | 318,000 | |
Core Laboratories N V Com | COM | N22717107 | 30,310 | 280,082 | SH | SOLE | 206,332 | 0 | 0 | 73,750 | |
Core-Mark Holding Co. Inc | COM | 218681104 | 12,376 | 582,140 | SH | SOLE | 582,140 | 0 | 0 | 0 | |
Cornerstone OnDemand Inc. | COM | 21925Y103 | 31,237 | 798,689 | SH | SOLE | 588,989 | 0 | 0 | 209,700 | |
Corporacion America Airpo | COM | L1995B107 | 123 | 10,000 | SH | SOLE | 0 | 0 | 0 | 10,000 | |
Costar Group Inc | COM | 22160N109 | 189,782 | 523,276 | SH | SOLE | 405,866 | 0 | 0 | 117,410 | |
CubeSmart | COM | 229663109 | 13,885 | 492,389 | SH | SOLE | 364,289 | 0 | 0 | 128,100 | |
Daseke Inc. | COM | 23753F107 | 14,478 | 1,478,900 | SH | SOLE | 1,472,200 | 0 | 0 | 6,700 | |
Davita Inc | COM | 23918K108 | 106,763 | 1,619,100 | SH | SOLE | 1,240,250 | 0 | 0 | 378,850 | |
Dolby Laboratories Inc. C | COM | 25659T107 | 114,646 | 1,803,750 | SH | SOLE | 1,390,800 | 0 | 0 | 412,950 | |
Dollar Tree Inc. | COM | 256746108 | 117,220 | 1,235,200 | SH | SOLE | 911,000 | 0 | 0 | 324,200 | |
Domino's Pizza Inc. | COM | 25754A201 | 51,360 | 219,900 | SH | SOLE | 166,075 | 0 | 0 | 53,825 | |
Ecolab Inc | COM | 278865100 | 90,795 | 662,400 | SH | SOLE | 499,050 | 0 | 0 | 163,350 | |
Elbit Systems LTD | ORD | M3760D101 | 14,474 | 119,058 | SH | SOLE | 86,508 | 0 | 0 | 32,550 | |
Electronic Arts Inc. | COM | 285512109 | 76,539 | 631,300 | SH | SOLE | 475,450 | 0 | 0 | 155,850 | |
elf Beauty Inc | COM | 26856L103 | 27,285 | 1,408,642 | SH | SOLE | 1,038,642 | 0 | 0 | 370,000 | |
EMCOR Group Inc | COM | 29084Q100 | 62,761 | 805,345 | SH | SOLE | 801,695 | 0 | 0 | 3,650 | |
Encompass Health Corporat | COM | 29261A100 | 29,267 | 511,922 | SH | SOLE | 367,522 | 0 | 0 | 144,400 | |
Envestnet Inc. | COM | 29404K106 | 24,673 | 430,600 | SH | SOLE | 428,600 | 0 | 0 | 2,000 | |
Evolent Health Inc Cl A | CL A | 30050B101 | 22,131 | 1,553,050 | SH | SOLE | 1,545,450 | 0 | 0 | 7,600 | |
Exela Technologies Inc | COM | 30162V102 | 22,974 | 4,154,400 | SH | SOLE | 4,135,800 | 0 | 0 | 18,600 | |
Exlservice Holdings Inc | COM | 302081104 | 60,232 | 1,080,011 | SH | SOLE | 1,074,911 | 0 | 0 | 5,100 | |
Exponent Inc. | COM | 30214U102 | 45,187 | 574,530 | SH | SOLE | 571,830 | 0 | 0 | 2,700 | |
Facebook Inc | CL A | 30303M102 | 7,396 | 46,285 | SH | SOLE | 43,810 | 0 | 0 | 2,475 | |
Fair Isaac Corp | COM | 303250104 | 49,677 | 293,305 | SH | SOLE | 291,830 | 0 | 0 | 1,475 | |
FCB Financial Holdings In | CL A | 30255G103 | 20,632 | 403,760 | SH | SOLE | 401,960 | 0 | 0 | 1,800 | |
Fidelity National Informa | COM | 31620M106 | 84,613 | 878,635 | SH | SOLE | 680,605 | 0 | 0 | 198,030 | |
Fleetcor Technologies Inc | COM | 339041105 | 176,102 | 869,640 | SH | SOLE | 648,255 | 0 | 0 | 221,385 | |
Floor & Decor Holdings In | CL A | 339750101 | 79,702 | 1,529,200 | SH | SOLE | 1,345,050 | 0 | 0 | 184,150 | |
ForeScout Technologies In | COM | 34553D101 | 9,713 | 299,400 | SH | SOLE | 298,000 | 0 | 0 | 1,400 | |
Gartner Inc | COM | 366651107 | 246,415 | 2,095,011 | SH | SOLE | 1,569,111 | 0 | 0 | 525,900 | |
Gates Industrial Corporat | ORD SHS | G39108108 | 34,086 | 1,946,666 | SH | SOLE | 1,452,666 | 0 | 0 | 494,000 | |
Genesee and Wyoming Inc | CL A | 371559105 | 91,413 | 1,291,325 | SH | SOLE | 980,925 | 0 | 0 | 310,400 | |
Global Payments Inc | COM | 37940X102 | 227,793 | 2,042,620 | SH | SOLE | 1,527,260 | 0 | 0 | 515,360 | |
Grand Canyon Education In | COM | 38526M106 | 35,658 | 339,858 | SH | SOLE | 251,008 | 0 | 0 | 88,850 | |
Grupo Supervielle SA Spon | SPONSORED ADR | 40054A108 | 91 | 3,000 | SH | SOLE | 0 | 0 | 0 | 3,000 | |
Guidewire Software Inc | COM | 40171V100 | 38,096 | 471,313 | SH | SOLE | 348,263 | 0 | 0 | 123,050 | |
Hamilton Lane Inc Class A | CL A | 407497106 | 46,314 | 1,244,000 | SH | SOLE | 1,238,200 | 0 | 0 | 5,800 | |
Healthcare Services Group | COM | 421906108 | 39,615 | 911,100 | SH | SOLE | 906,950 | 0 | 0 | 4,150 | |
Healthequity Inc | COM | 42226A107 | 35,571 | 587,555 | SH | SOLE | 584,955 | 0 | 0 | 2,600 | |
Hexcel Corp. | COM | 428291108 | 59,894 | 927,300 | SH | SOLE | 698,650 | 0 | 0 | 228,650 | |
HFF Inc. Cl A | CL A | 40418F108 | 21,167 | 425,900 | SH | SOLE | 423,900 | 0 | 0 | 2,000 | |
Hilton Grand Vacations In | COM | 43283X105 | 45,202 | 1,050,717 | SH | SOLE | 838,367 | 0 | 0 | 212,350 | |
Home Depot Inc. | COM | 437076102 | 5,799 | 32,535 | SH | SOLE | 30,730 | 0 | 0 | 1,805 | |
Hudson Ltd CL A | COM CL A | G46408103 | 36,860 | 2,316,800 | SH | SOLE | 2,306,400 | 0 | 0 | 10,400 | |
ICF International Inc. | COM | 44925C103 | 35,947 | 615,000 | SH | SOLE | 612,100 | 0 | 0 | 2,900 | |
Imax Corporation | COM | 45245E109 | 46,886 | 2,441,971 | SH | SOLE | 2,163,871 | 0 | 0 | 278,100 | |
Incyte Corporation | COM | 45337C102 | 15,916 | 191,000 | SH | SOLE | 144,025 | 0 | 0 | 46,975 | |
Inogen Inc. | COM | 45780L104 | 40,275 | 327,867 | SH | SOLE | 326,367 | 0 | 0 | 1,500 | |
Instructure Inc | COM | 45781U103 | 47,321 | 1,122,690 | SH | SOLE | 1,117,590 | 0 | 0 | 5,100 | |
Intercontinental Exchange | COM | 45866F104 | 4,468 | 61,615 | SH | SOLE | 58,320 | 0 | 0 | 3,295 | |
International Flavors & F | COM | 459506101 | 73,233 | 534,900 | SH | SOLE | 402,775 | 0 | 0 | 132,125 | |
International Game Techno | SHS USD | G4863A108 | 78,049 | 2,919,886 | SH | SOLE | 2,204,836 | 0 | 0 | 715,050 | |
iRhythm Technologies Inc | COM | 450056106 | 42,877 | 681,120 | SH | SOLE | 677,820 | 0 | 0 | 3,300 | |
iShares MSCI India ETF | MSCI INDIA ETF | 46429B598 | 10 | 300 | SH | SOLE | 300 | 0 | 0 | 0 | |
ITT Inc | COM | 45073V108 | 30,490 | 622,508 | SH | SOLE | 460,508 | 0 | 0 | 162,000 | |
J.B. Hunt Transport Servi | COM | 445658107 | 58,716 | 501,200 | SH | SOLE | 377,300 | 0 | 0 | 123,900 | |
J2 Global Inc. | COM | 48123V102 | 130,801 | 1,657,388 | SH | SOLE | 1,465,238 | 0 | 0 | 192,150 | |
Jack Henry and Associates | COM | 426281101 | 76,793 | 634,912 | SH | SOLE | 491,922 | 0 | 0 | 142,990 | |
K2M Group Holdings Inc | COM | 48273J107 | 49,763 | 2,625,999 | SH | SOLE | 2,344,399 | 0 | 0 | 281,600 | |
Keane Group Inc | COM | 48669A108 | 13,321 | 900,040 | SH | SOLE | 894,040 | 0 | 0 | 6,000 | |
Kennedy-Wilson Holdings I | COM | 489398107 | 61,475 | 3,533,068 | SH | SOLE | 3,517,618 | 0 | 0 | 15,450 | |
Knight Transportation Inc | CL A | 499049104 | 23,556 | 511,984 | SH | SOLE | 377,084 | 0 | 0 | 134,900 | |
L3 Technologies Inc | COM | 502413107 | 112,549 | 541,100 | SH | SOLE | 407,550 | 0 | 0 | 133,550 | |
Landstar System Inc. | COM | 515098101 | 16,722 | 152,500 | SH | SOLE | 112,800 | 0 | 0 | 39,700 | |
Laureate Education Inc | CL A | 518613203 | 17,359 | 1,262,503 | SH | SOLE | 932,003 | 0 | 0 | 330,500 | |
Leggett & Platt Inc. | COM | 524660107 | 117,214 | 2,642,334 | SH | SOLE | 1,977,509 | 0 | 0 | 664,825 | |
Liberty Oilfield Services | COM CL A | 53115L104 | 5,067 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | 0 | |
Lithia Motors Inc. Cl A | CL A | 536797103 | 28,749 | 286,005 | SH | SOLE | 284,505 | 0 | 0 | 1,500 | |
Littelfuse Inc. | COM | 537008104 | 85,455 | 410,488 | SH | SOLE | 362,188 | 0 | 0 | 48,300 | |
LogMeIn Inc. | COM | 54142L109 | 44,849 | 388,134 | SH | SOLE | 300,034 | 0 | 0 | 88,100 | |
Loxo Oncology Inc | COM | 548862101 | 25,824 | 223,834 | SH | SOLE | 202,634 | 0 | 0 | 21,200 | |
M I Acquistions Inc | COM | 55304A104 | 20,888 | 2,000,810 | SH | SOLE | 1,991,310 | 0 | 0 | 9,500 | |
Martin Marietta Materials | COM | 573284106 | 116,938 | 564,100 | SH | SOLE | 433,050 | 0 | 0 | 131,050 | |
Marvell Technology Group | ORD | G5876H105 | 88,578 | 4,218,000 | SH | SOLE | 3,185,700 | 0 | 0 | 1,032,300 | |
Matador Resources Company | COM | 576485205 | 59,676 | 1,995,170 | SH | SOLE | 1,780,620 | 0 | 0 | 214,550 | |
Maximus Inc | COM | 577933104 | 28,271 | 423,600 | SH | SOLE | 421,600 | 0 | 0 | 2,000 | |
McCormick & Co. Inc. | COM NON VTG | 579780206 | 70,675 | 664,300 | SH | SOLE | 500,600 | 0 | 0 | 163,700 | |
Mednax Inc | COM | 58502B106 | 27,811 | 499,930 | SH | SOLE | 370,930 | 0 | 0 | 129,000 | |
Meta Financial Group Inc | COM | 59100U108 | 43,428 | 397,690 | SH | SOLE | 395,890 | 0 | 0 | 1,800 | |
MGP Ingredients Inc. | COM | 55303J106 | 58,302 | 650,770 | SH | SOLE | 647,170 | 0 | 0 | 3,600 | |
Microchip Technology Inc. | COM | 595017104 | 79,200 | 866,900 | SH | SOLE | 652,925 | 0 | 0 | 213,975 | |
Microsemi Corp | COM | 595137100 | 26 | 400 | SH | SOLE | 400 | 0 | 0 | 0 | |
Microsoft Corp. | COM | 594918104 | 13,056 | 143,050 | SH | SOLE | 135,395 | 0 | 0 | 7,655 | |
Middleby Corp. | COM | 596278101 | 33,529 | 270,854 | SH | SOLE | 202,104 | 0 | 0 | 68,750 | |
Milacron Holdings Corp | COM | 59870L106 | 40,638 | 2,017,800 | SH | SOLE | 2,008,600 | 0 | 0 | 9,200 | |
Mindbody Inc CLA | COM CL A | 60255W105 | 33,678 | 865,750 | SH | SOLE | 861,750 | 0 | 0 | 4,000 | |
MKS Instruments Inc. | COM | 55306N104 | 100,242 | 866,770 | SH | SOLE | 862,270 | 0 | 0 | 4,500 | |
Monro Inc. | COM | 610236101 | 50,798 | 947,724 | SH | SOLE | 943,174 | 0 | 0 | 4,550 | |
MuleSoft Inc. Class A | CL A | 625207105 | 43,980 | 1,000,000 | SH | SOLE | 834,300 | 0 | 0 | 165,700 | |
MyoKardia Inc | COM | 62857M105 | 12,508 | 256,315 | SH | SOLE | 255,115 | 0 | 0 | 1,200 | |
National Instruments Corp | COM | 636518102 | 31,429 | 621,493 | SH | SOLE | 458,693 | 0 | 0 | 162,800 | |
National Storage Affiliat | COM SHS BEN IN | 637870106 | 24,419 | 973,660 | SH | SOLE | 969,260 | 0 | 0 | 4,400 | |
National Vision Holdings | COM | 63845R107 | 54,999 | 1,702,235 | SH | SOLE | 1,694,635 | 0 | 0 | 7,600 | |
Netflix Inc. | COM | 64110L106 | 5,247 | 17,765 | SH | SOLE | 16,820 | 0 | 0 | 945 | |
Neurocrine Biosciences In | COM | 64125C109 | 149,279 | 1,800,062 | SH | SOLE | 1,360,137 | 0 | 0 | 439,925 | |
New Relic Inc | COM | 64829B100 | 26,172 | 353,100 | SH | SOLE | 351,500 | 0 | 0 | 1,600 | |
NICE Ltd | ADR | 653656108 | 31,589 | 336,304 | SH | SOLE | 247,504 | 0 | 0 | 88,800 | |
Nielsen Holdings PLC | SHS EUR | G6518L108 | 48,588 | 1,528,400 | SH | SOLE | 1,150,300 | 0 | 0 | 378,100 | |
Nordson Corporation | COM | 655663102 | 137,598 | 1,009,228 | SH | SOLE | 767,528 | 0 | 0 | 241,700 | |
O'Reilly Automotive Inc | COM | 67103H107 | 100,609 | 406,700 | SH | SOLE | 310,075 | 0 | 0 | 96,625 | |
Old Dominion Freight Line | COM | 679580100 | 14,482 | 98,540 | SH | SOLE | 78,240 | 0 | 0 | 20,300 | |
Ollie s Bargain Outlet Ho | COM | 681116109 | 22,207 | 368,280 | SH | SOLE | 366,580 | 0 | 0 | 1,700 | |
Open Text Corporation | COM | 683715106 | 51,713 | 1,486,000 | SH | SOLE | 1,160,275 | 0 | 0 | 325,725 | |
PacWest Bancorp. | COM | 695263103 | 73,547 | 1,484,889 | SH | SOLE | 1,175,884 | 0 | 0 | 309,005 | |
PagSeguro Digital Ltd Cl | COM CL A | G68707101 | 50,330 | 1,313,424 | SH | SOLE | 969,424 | 0 | 0 | 344,000 | |
Pampa Energia SA Sponsore | SPONS ADR LVL I | 697660207 | 72 | 1,200 | SH | SOLE | 0 | 0 | 0 | 1,200 | |
Papa John's International | COM | 698813102 | 50,651 | 883,968 | SH | SOLE | 773,768 | 0 | 0 | 110,200 | |
Paycom Software Inc. | COM | 70432V102 | 58,457 | 544,340 | SH | SOLE | 541,790 | 0 | 0 | 2,550 | |
Paylocity Holding Corp | COM | 70438V106 | 48,558 | 947,848 | SH | SOLE | 700,648 | 0 | 0 | 247,200 | |
Pegasystems Inc. | COM | 705573103 | 58,831 | 970,000 | SH | SOLE | 965,500 | 0 | 0 | 4,500 | |
Performance Foods Group C | COM | 71377A103 | 33,321 | 1,116,281 | SH | SOLE | 832,081 | 0 | 0 | 284,200 | |
Planet Fitness Inc Cla | CL A | 72703H101 | 25,477 | 674,532 | SH | SOLE | 501,232 | 0 | 0 | 173,300 | |
PolyOne Corp. | COM | 73179P106 | 29,951 | 704,400 | SH | SOLE | 701,000 | 0 | 0 | 3,400 | |
Pool Corporation | COM | 73278L105 | 73,198 | 500,600 | SH | SOLE | 376,650 | 0 | 0 | 123,950 | |
Pra Health Sciences Inc | COM | 69354M108 | 27,129 | 327,015 | SH | SOLE | 325,515 | 0 | 0 | 1,500 | |
Premier Inc | CL A | 74051N102 | 87,654 | 2,799,550 | SH | SOLE | 2,098,550 | 0 | 0 | 701,000 | |
Proassurance Corporation | COM | 74267C106 | 90,908 | 1,872,469 | SH | SOLE | 1,633,619 | 0 | 0 | 238,850 | |
Progressive Corp. | COM | 743315103 | 270,578 | 4,440,800 | SH | SOLE | 3,305,450 | 0 | 0 | 1,135,350 | |
Q2 Holdings Inc | COM | 74736L109 | 70,943 | 1,557,468 | SH | SOLE | 1,550,268 | 0 | 0 | 7,200 | |
Radius Health Inc | COM NEW | 750469207 | 80,811 | 2,248,486 | SH | SOLE | 2,026,686 | 0 | 0 | 221,800 | |
RBC Bearings Inc | COM | 75524B104 | 42,187 | 339,668 | SH | SOLE | 337,968 | 0 | 0 | 1,700 | |
RealPage Inc | COM | 75606N109 | 52,610 | 1,021,553 | SH | SOLE | 1,016,953 | 0 | 0 | 4,600 | |
Red Hat Inc | COM | 756577102 | 92,891 | 621,300 | SH | SOLE | 468,050 | 0 | 0 | 153,250 | |
Reis Inc | COM | 75936P105 | 6,391 | 297,953 | SH | SOLE | 293,253 | 0 | 0 | 4,700 | |
Renaissancere Holdings Lt | COM | G7496G103 | 129,347 | 933,848 | SH | SOLE | 698,773 | 0 | 0 | 235,075 | |
Repligen Corp. | COM | 759916109 | 83,961 | 2,320,633 | SH | SOLE | 2,056,333 | 0 | 0 | 264,300 | |
Rexnord Holdings Inc | COM | 76169B102 | 38,939 | 1,311,962 | SH | SOLE | 1,305,862 | 0 | 0 | 6,100 | |
Rosetta Stone Inc. | COM | 777780107 | 9,885 | 751,700 | SH | SOLE | 748,300 | 0 | 0 | 3,400 | |
Ross Stores Inc. | COM | 778296103 | 84,429 | 1,082,700 | SH | SOLE | 815,300 | 0 | 0 | 267,400 | |
RPM International Inc | COM | 749685103 | 54,101 | 1,134,897 | SH | SOLE | 883,697 | 0 | 0 | 251,200 | |
Ryanair Holdings plc - SP | SPONSORED ADR NE | 783513203 | 107,144 | 872,150 | SH | SOLE | 671,125 | 0 | 0 | 201,025 | |
S&P Global | COM | 78409V104 | 68,419 | 358,100 | SH | SOLE | 277,465 | 0 | 0 | 80,635 | |
Sarepta Therapeutics Inc | COM | 803607100 | 49,500 | 668,100 | SH | SOLE | 619,700 | 0 | 0 | 48,400 | |
SBA Communications Corp | CL A | 78410G104 | 242,085 | 1,416,365 | SH | SOLE | 1,053,925 | 0 | 0 | 362,440 | |
Science Applications Inte | COM | 808625107 | 35,406 | 449,320 | SH | SOLE | 449,320 | 0 | 0 | 0 | |
Servicemaster Global Hold | COM | 81761R109 | 104,228 | 2,049,708 | SH | SOLE | 1,535,033 | 0 | 0 | 514,675 | |
Shenandoah Telecommunicat | COM | 82312B106 | 56,629 | 1,573,025 | SH | SOLE | 1,565,925 | 0 | 0 | 7,100 | |
Sienna Biopharmaceuticals | COM | 82622H108 | 6,765 | 360,200 | SH | SOLE | 358,600 | 0 | 0 | 1,600 | |
Signature Bank | COM | 82669G104 | 87,766 | 618,287 | SH | SOLE | 461,837 | 0 | 0 | 156,450 | |
Solaris Oilfield Infrastr | COM CL A | 83418M103 | 26,870 | 1,622,570 | SH | SOLE | 1,615,170 | 0 | 0 | 7,400 | |
Strayer Education Inc. | COM | 863236105 | 59,317 | 587,005 | SH | SOLE | 584,405 | 0 | 0 | 2,600 | |
Summit Materials Inc | CL A | 86614U100 | 51,229 | 1,691,859 | SH | SOLE | 1,517,460 | 0 | 0 | 174,399 | |
Sunopta Inc | COM | 8676EP108 | 20,276 | 2,855,755 | SH | SOLE | 2,841,155 | 0 | 0 | 14,600 | |
Surgery Partners Inc | COM | 86881A100 | 16,824 | 980,981 | SH | SOLE | 778,881 | 0 | 0 | 202,100 | |
Talend SA ADR | ADS | 874224207 | 50,076 | 1,040,650 | SH | SOLE | 1,035,850 | 0 | 0 | 4,800 | |
TD Ameritrade Holding Cor | COM | 87236Y108 | 94,821 | 1,600,900 | SH | SOLE | 1,206,000 | 0 | 0 | 394,900 | |
The Ultimate Software Gro | COM | 90385D107 | 102,448 | 420,387 | SH | SOLE | 328,207 | 0 | 0 | 92,180 | |
Transdigm Group Inc | COM | 893641100 | 84,416 | 275,025 | SH | SOLE | 211,885 | 0 | 0 | 63,140 | |
Transunion | COM | 89400J107 | 218,374 | 3,845,959 | SH | SOLE | 2,969,034 | 0 | 0 | 876,925 | |
Trinet Group Inc | COM | 896288107 | 67,547 | 1,458,270 | SH | SOLE | 1,451,670 | 0 | 0 | 6,600 | |
Tyler Technologies Inc. | COM | 902252105 | 166,596 | 789,703 | SH | SOLE | 600,753 | 0 | 0 | 188,950 | |
Ulta Salon Cosmetics & Fr | COM | 90384S303 | 63,405 | 310,400 | SH | SOLE | 234,125 | 0 | 0 | 76,275 | |
UniFirst Corp. | COM | 904708104 | 46,454 | 287,375 | SH | SOLE | 286,075 | 0 | 0 | 1,300 | |
Universal Display Corp. | COM | 91347P105 | 30,297 | 299,969 | SH | SOLE | 230,869 | 0 | 0 | 69,100 | |
VanEck Vectors India Smal | INDIA SMALL CAP | 92189F767 | 11 | 200 | SH | SOLE | 200 | 0 | 0 | 0 | |
Verisk Analytics Inc. Cl | COM | 92345Y106 | 160,958 | 1,547,675 | SH | SOLE | 1,156,890 | 0 | 0 | 390,785 | |
Vertex Pharmaceuticals In | COM | 92532F100 | 84,803 | 520,330 | SH | SOLE | 398,920 | 0 | 0 | 121,410 | |
Viad Corp. | COM NEW | 92552R406 | 32,885 | 626,975 | SH | SOLE | 624,175 | 0 | 0 | 2,800 | |
Visa Inc. | COM CL A | 92826C839 | 11,285 | 94,340 | SH | SOLE | 89,325 | 0 | 0 | 5,015 | |
Wabco Holdings Inc | COM | 92927K102 | 71,800 | 536,344 | SH | SOLE | 401,719 | 0 | 0 | 134,625 | |
WABTEC Corporation | COM | 929740108 | 88,154 | 1,082,975 | SH | SOLE | 809,650 | 0 | 0 | 273,325 | |
WageWorks Inc | COM | 930427109 | 118,211 | 2,615,298 | SH | SOLE | 2,342,668 | 0 | 0 | 272,630 | |
Waste Connections Inc. | COM | 94106B101 | 144,018 | 2,007,500 | SH | SOLE | 1,473,025 | 0 | 0 | 534,475 | |
Watsco Inc. | COM | 942622200 | 74,890 | 413,825 | SH | SOLE | 309,625 | 0 | 0 | 104,200 | |
Wex Inc | COM | 96208T104 | 218,301 | 1,393,825 | SH | SOLE | 1,234,525 | 0 | 0 | 159,300 | |
WideOpenWest Inc | COM | 96758W101 | 1,634 | 228,500 | SH | SOLE | 155,500 | 0 | 0 | 73,000 | |
William Lyon Homes Shs A | CL A NEW | 552074700 | 15,517 | 564,445 | SH | SOLE | 561,545 | 0 | 0 | 2,900 | |
Williams Scotsman Corp | COM | 971375126 | 30,542 | 2,237,480 | SH | SOLE | 2,227,380 | 0 | 0 | 10,100 | |
Wintrust Financial Corp. | COM | 97650W108 | 36,304 | 421,900 | SH | SOLE | 318,700 | 0 | 0 | 103,200 | |
WisdomTree Investments In | COM | 97717P104 | 79,727 | 8,694,323 | SH | SOLE | 7,845,623 | 0 | 0 | 848,700 | |
WNS Holdings Ltd ADR | SPON ADR | 92932M101 | 56,440 | 1,245,092 | SH | SOLE | 921,592 | 0 | 0 | 323,500 | |
Woodward Inc. | COM | 980745103 | 38,877 | 542,527 | SH | SOLE | 394,327 | 0 | 0 | 148,200 | |
World Pay Inc CL A | CL A | 981558109 | 103,606 | 1,259,800 | SH | SOLE | 949,175 | 0 | 0 | 310,625 | |
Zayo Group Holdings Inc | COM | 98919V105 | 62,168 | 1,819,900 | SH | SOLE | 1,370,600 | 0 | 0 | 449,300 |