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 | 111,802 | 1,337,990 | SH | SOLE | 1,222,690 | 0 | 115,300 | ||
A.O. Smith Corp. | COM | 831865209 | 25,073 | 423,885 | SH | SOLE | 316,885 | 0 | 107,000 | ||
Acceleron Pharma Inc | COM | 00434H108 | 18,275 | 376,655 | SH | SOLE | 376,655 | 0 | 0 | ||
Achaogen Inc. | COM | 004449104 | 10,536 | 1,216,611 | SH | SOLE | 1,111,111 | 0 | 105,500 | ||
ACI Worldwide Inc. | COM | 004498101 | 57,950 | 2,349,010 | SH | SOLE | 2,046,235 | 0 | 302,775 | ||
Adobe Systems Inc. | COM | 00724F101 | 5,766 | 23,650 | SH | SOLE | 22,515 | 0 | 1,135 | ||
Aercap Holdings NV | SHS | N00985106 | 108,234 | 1,998,775 | SH | SOLE | 1,515,275 | 0 | 483,500 | ||
Agilent Technologies Inc | COM | 00846U101 | 62,026 | 1,003,000 | SH | SOLE | 751,225 | 0 | 251,775 | ||
Albany International Corp | CL A | 012348108 | 70,430 | 1,170,900 | SH | SOLE | 1,170,900 | 0 | 0 | ||
Allegiant Travel Co | COM | 01748X102 | 70,984 | 510,859 | SH | SOLE | 454,659 | 0 | 56,200 | ||
Alliance Data Systems Cor | COM | 018581108 | 88,604 | 379,950 | SH | SOLE | 288,575 | 0 | 91,375 | ||
Alphabet Inc Class C | CAP STK CL C | 02079K107 | 13,180 | 11,814 | SH | SOLE | 11,257 | 0 | 557 | ||
Altice USA Inc | CL A | 02156K103 | 51,902 | 3,042,300 | SH | SOLE | 2,277,100 | 0 | 765,200 | ||
Amazon.com Inc. | COM | 023135106 | 12,856 | 7,563 | SH | SOLE | 7,210 | 0 | 353 | ||
Amdocs Limited | SHS | G02602103 | 104,812 | 1,583,500 | SH | SOLE | 1,207,450 | 0 | 376,050 | ||
Amedisys Inc. | COM | 023436108 | 28,113 | 328,965 | SH | SOLE | 328,965 | 0 | 0 | ||
American Renal Associates | COM | 029227105 | 12,356 | 783,500 | SH | SOLE | 783,500 | 0 | 0 | ||
AMERISAFE Inc. | COM | 03071H100 | 32,378 | 560,662 | SH | SOLE | 560,662 | 0 | 0 | ||
Ametek Inc | COM | 031100100 | 77,432 | 1,073,065 | SH | SOLE | 818,465 | 0 | 254,600 | ||
Amphenol Corp. Cl A | CL A | 032095101 | 92,832 | 1,065,200 | SH | SOLE | 797,800 | 0 | 267,400 | ||
Apollo Global Management | CL A SHS | 037612306 | 133,334 | 4,183,675 | SH | SOLE | 3,158,975 | 0 | 1,024,700 | ||
Apple Inc | COM | 037833100 | 14,326 | 77,390 | SH | SOLE | 73,755 | 0 | 3,635 | ||
Argenx SE ADR | SPONSORED ADR | 04016X101 | 12,599 | 152,055 | SH | SOLE | 152,055 | 0 | 0 | ||
Argo Group International | COM | G0464B107 | 40,137 | 690,225 | SH | SOLE | 690,225 | 0 | 0 | ||
ASGN Incorporated | COM | 00191U102 | 119,488 | 1,528,170 | SH | SOLE | 1,522,855 | 0 | 5,315 | ||
Assured Guaranty Ltd | COM | G0585R106 | 67,433 | 1,887,300 | SH | SOLE | 1,414,450 | 0 | 472,850 | ||
Astrazeneca Plc ADR | SPONSORED ADR | 046353108 | 4,576 | 130,330 | SH | SOLE | 124,200 | 0 | 6,130 | ||
Atento SA ADR | SHS | L0427L105 | 14,280 | 2,084,600 | SH | SOLE | 2,084,600 | 0 | 0 | ||
Atlassian Corporation Plc | CL A | G06242104 | 90,748 | 1,451,500 | SH | SOLE | 1,104,075 | 0 | 347,425 | ||
Axalta Coating Systems Lt | COM | G0750C108 | 40,053 | 1,321,436 | SH | SOLE | 984,836 | 0 | 336,600 | ||
Beacon Roofing Supply Inc | COM | 073685109 | 156,187 | 3,664,641 | SH | SOLE | 3,324,501 | 0 | 340,140 | ||
Bio Techne Corp | COM | 09073M104 | 40,686 | 275,000 | SH | SOLE | 206,700 | 0 | 68,300 | ||
Bio-Rad Laboratories Inc | CL A | 090572207 | 158,201 | 548,282 | SH | SOLE | 420,157 | 0 | 128,125 | ||
BJs Wholesale Club Holdin | COM | 05550J101 | 38,121 | 1,611,900 | SH | SOLE | 1,611,900 | 0 | 0 | ||
BlackLine Inc | COM | 09239B109 | 44,289 | 1,019,785 | SH | SOLE | 1,019,785 | 0 | 0 | ||
Blueprint Medicines Corp. | COM | 09627Y109 | 67,983 | 1,070,940 | SH | SOLE | 958,640 | 0 | 112,300 | ||
Booz Allen & Hamilton Inc | CL A | 099502106 | 230,915 | 5,280,476 | SH | SOLE | 3,982,581 | 0 | 1,297,895 | ||
Bottomline Technologies I | COM | 101388106 | 35,242 | 707,240 | SH | SOLE | 707,240 | 0 | 0 | ||
Bright Horizons Family So | COM | 109194100 | 184,491 | 1,799,564 | SH | SOLE | 1,616,294 | 0 | 183,270 | ||
BrightView Holdings Inc | COM | 10948C107 | 2,544 | 115,900 | SH | SOLE | 115,900 | 0 | 0 | ||
Broadridge Financial Solu | COM | 11133T103 | 33,427 | 290,416 | SH | SOLE | 216,616 | 0 | 73,800 | ||
Brunswick Corp. | COM | 117043109 | 119,997 | 1,860,990 | SH | SOLE | 1,418,515 | 0 | 442,475 | ||
BWX Technologies Inc. | COM | 05605H100 | 181,993 | 2,920,300 | SH | SOLE | 2,241,175 | 0 | 679,125 | ||
Cable One Inc | COM | 12685J105 | 110,779 | 151,071 | SH | SOLE | 139,621 | 0 | 11,450 | ||
Cactus Inc Cl A | CL A | 127203107 | 27,056 | 800,700 | SH | SOLE | 800,700 | 0 | 0 | ||
Cadence BanCorporation | CL A | 12739A100 | 52,364 | 1,813,800 | SH | SOLE | 1,813,800 | 0 | 0 | ||
Capitol Acquisition Corp | SHS | G1992S109 | 51,972 | 3,476,400 | SH | SOLE | 3,476,400 | 0 | 0 | ||
Carlisle Companies Incorp | COM | 142339100 | 83,799 | 773,700 | SH | SOLE | 579,525 | 0 | 194,175 | ||
Carter's Inc. | COM | 146229109 | 44,556 | 411,072 | SH | SOLE | 328,022 | 0 | 83,050 | ||
Cavium Inc. | COM | 14964U108 | 27,386 | 316,600 | SH | SOLE | 237,100 | 0 | 79,500 | ||
CBRE Group Inc | CL A | 12504L109 | 126,134 | 2,642,100 | SH | SOLE | 1,914,425 | 0 | 727,675 | ||
Centene Corp. | COM | 15135B101 | 87,319 | 708,700 | SH | SOLE | 530,800 | 0 | 177,900 | ||
Charles River Laboratorie | COM | 159864107 | 113,346 | 1,009,670 | SH | SOLE | 786,170 | 0 | 223,500 | ||
Charles Schwab Corp. | COM | 808513105 | 6,021 | 117,820 | SH | SOLE | 112,285 | 0 | 5,535 | ||
Chegg Inc | COM | 163092109 | 63,085 | 2,270,050 | SH | SOLE | 2,270,050 | 0 | 0 | ||
Cintas Corp. | COM | 172908105 | 50,857 | 274,800 | SH | SOLE | 205,300 | 0 | 69,500 | ||
Circor International Inc. | COM | 17273K109 | 34,767 | 940,675 | SH | SOLE | 940,675 | 0 | 0 | ||
Clean Harbors Inc | COM | 184496107 | 100,088 | 1,801,757 | SH | SOLE | 1,619,257 | 0 | 182,500 | ||
Cogent Communications Gro | COM NEW | 19239V302 | 31,329 | 586,680 | SH | SOLE | 586,680 | 0 | 0 | ||
Cognex Corp. | COM | 192422103 | 21,662 | 485,585 | SH | SOLE | 372,085 | 0 | 113,500 | ||
Columbia Sportswear Co. | COM | 198516106 | 16,922 | 185,000 | SH | SOLE | 139,100 | 0 | 45,900 | ||
Comcast Corp. Cl A | CL A | 20030N101 | 7,337 | 223,615 | SH | SOLE | 213,110 | 0 | 10,505 | ||
Comerica Inc. | COM | 200340107 | 13,638 | 150,000 | SH | SOLE | 112,850 | 0 | 37,150 | ||
CommScope Holding Co Inc | COM | 20337X109 | 23,358 | 799,791 | SH | SOLE | 597,991 | 0 | 201,800 | ||
Concho Resources Inc | COM | 20605P101 | 89,180 | 644,600 | SH | SOLE | 483,150 | 0 | 161,450 | ||
Copart Inc. | COM | 217204106 | 62,725 | 1,109,000 | SH | SOLE | 830,700 | 0 | 278,300 | ||
Core Laboratories N V Com | COM | N22717107 | 32,057 | 254,000 | SH | SOLE | 189,000 | 0 | 65,000 | ||
Cornerstone OnDemand Inc. | COM | 21925Y103 | 26,561 | 560,000 | SH | SOLE | 419,000 | 0 | 141,000 | ||
Corporacion America Airpo | COM | L1995B107 | 76 | 9,000 | SH | SOLE | 0 | 0 | 9,000 | ||
Costar Group Inc | COM | 22160N109 | 201,597 | 488,566 | SH | SOLE | 380,901 | 0 | 107,665 | ||
Coupa Software Incorporat | COM | 22266L106 | 17,427 | 280,000 | SH | SOLE | 222,500 | 0 | 57,500 | ||
Davita Inc | COM | 23918K108 | 128,804 | 1,854,900 | SH | SOLE | 1,412,625 | 0 | 442,275 | ||
Dolby Laboratories Inc. C | COM | 25659T107 | 119,173 | 1,931,800 | SH | SOLE | 1,480,800 | 0 | 451,000 | ||
Dollar Tree Inc. | COM | 256746108 | 61,353 | 721,800 | SH | SOLE | 540,325 | 0 | 181,475 | ||
Domino's Pizza Inc. | COM | 25754A201 | 59,989 | 212,600 | SH | SOLE | 159,200 | 0 | 53,400 | ||
Ecolab Inc | COM | 278865100 | 90,050 | 641,700 | SH | SOLE | 480,500 | 0 | 161,200 | ||
Electronic Arts Inc. | COM | 285512109 | 86,213 | 611,350 | SH | SOLE | 457,900 | 0 | 153,450 | ||
elf Beauty Inc | COM | 26856L103 | 19,221 | 1,261,242 | SH | SOLE | 936,642 | 0 | 324,600 | ||
EMCOR Group Inc | COM | 29084Q100 | 56,434 | 740,795 | SH | SOLE | 740,795 | 0 | 0 | ||
Encompass Health Corporat | COM | 29261A100 | 56,876 | 839,872 | SH | SOLE | 672,622 | 0 | 167,250 | ||
Entegris Inc. | COM | 29362U104 | 68,600 | 2,023,600 | SH | SOLE | 1,515,250 | 0 | 508,350 | ||
Evo Payments Inc Class A | COM | 26927E104 | 50,355 | 2,446,800 | SH | SOLE | 2,446,800 | 0 | 0 | ||
Evolent Health Inc Cl A | CL A | 30050B101 | 32,043 | 1,522,250 | SH | SOLE | 1,522,250 | 0 | 0 | ||
Exela Technologies Inc | COM | 30162V102 | 20,154 | 4,243,000 | SH | SOLE | 4,243,000 | 0 | 0 | ||
Exlservice Holdings Inc | COM | 302081104 | 56,744 | 1,002,366 | SH | SOLE | 1,002,366 | 0 | 0 | ||
Exponent Inc. | COM | 30214U102 | 50,326 | 1,041,940 | SH | SOLE | 1,041,940 | 0 | 0 | ||
Facebook Inc | CL A | 30303M102 | 8,922 | 45,915 | SH | SOLE | 43,760 | 0 | 2,155 | ||
Fair Isaac Corp | COM | 303250104 | 67,855 | 351,000 | SH | SOLE | 351,000 | 0 | 0 | ||
Fidelity National Informa | COM | 31620M106 | 76,176 | 718,435 | SH | SOLE | 553,780 | 0 | 164,655 | ||
Fleetcor Technologies Inc | COM | 339041105 | 165,231 | 784,385 | SH | SOLE | 577,715 | 0 | 206,670 | ||
Floor & Decor Holdings In | CL A | 339750101 | 85,264 | 1,728,450 | SH | SOLE | 1,541,950 | 0 | 186,500 | ||
ForeScout Technologies In | COM | 34553D101 | 21,272 | 620,900 | SH | SOLE | 620,900 | 0 | 0 | ||
Gartner Inc | COM | 366651107 | 268,172 | 2,017,850 | SH | SOLE | 1,501,725 | 0 | 516,125 | ||
Gates Industrial Corporat | ORD SHS | G39108108 | 30,385 | 1,867,566 | SH | SOLE | 1,398,266 | 0 | 469,300 | ||
Genesee and Wyoming Inc | CL A | 371559105 | 17,163 | 211,050 | SH | SOLE | 172,350 | 0 | 38,700 | ||
Global Payments Inc | COM | 37940X102 | 232,261 | 2,083,245 | SH | SOLE | 1,534,580 | 0 | 548,665 | ||
Grand Canyon Education In | COM | 38526M106 | 53,791 | 481,958 | SH | SOLE | 376,558 | 0 | 105,400 | ||
GreenSky Inc Class A | CL A | 39572G100 | 56,488 | 2,670,805 | SH | SOLE | 2,074,430 | 0 | 596,375 | ||
Grubhub Inc | COM | 400110102 | 91,954 | 876,500 | SH | SOLE | 657,500 | 0 | 219,000 | ||
Guidewire Software Inc | COM | 40171V100 | 32,520 | 366,300 | SH | SOLE | 275,600 | 0 | 90,700 | ||
Hamilton Lane Inc Class A | CL A | 407497106 | 43,410 | 904,950 | SH | SOLE | 904,950 | 0 | 0 | ||
Health Insurance Innovati | COM CL A | 42225K106 | 25,575 | 790,570 | SH | SOLE | 790,570 | 0 | 0 | ||
Healthcare Services Group | COM | 421906108 | 49,513 | 1,146,400 | SH | SOLE | 1,146,400 | 0 | 0 | ||
Healthequity Inc | COM | 42226A107 | 35,139 | 467,895 | SH | SOLE | 467,895 | 0 | 0 | ||
Henry Schein Inc. | COM | 806407102 | 42,625 | 586,800 | SH | SOLE | 439,750 | 0 | 147,050 | ||
Hexcel Corp. | COM | 428291108 | 61,163 | 921,400 | SH | SOLE | 689,500 | 0 | 231,900 | ||
HFF Inc. Cl A | CL A | 40418F108 | 20,328 | 591,780 | SH | SOLE | 591,780 | 0 | 0 | ||
Hilton Grand Vacations In | COM | 43283X105 | 42,185 | 1,215,717 | SH | SOLE | 978,367 | 0 | 237,350 | ||
Home Depot Inc. | COM | 437076102 | 7,622 | 39,065 | SH | SOLE | 37,230 | 0 | 1,835 | ||
Hudson Ltd CL A | COM CL A | G46408103 | 42,988 | 2,457,840 | SH | SOLE | 2,457,840 | 0 | 0 | ||
ICF International Inc. | COM | 44925C103 | 32,365 | 455,530 | SH | SOLE | 455,530 | 0 | 0 | ||
Imax Corporation | COM | 45245E109 | 56,208 | 2,537,591 | SH | SOLE | 2,284,991 | 0 | 252,600 | ||
Inogen Inc. | COM | 45780L104 | 40,467 | 217,180 | SH | SOLE | 217,180 | 0 | 0 | ||
Inspire Medical Systems I | COM | 457730109 | 23,532 | 659,900 | SH | SOLE | 659,900 | 0 | 0 | ||
Instructure Inc | COM | 45781U103 | 66,258 | 1,557,180 | SH | SOLE | 1,557,180 | 0 | 0 | ||
International Game Techno | SHS USD | G4863A108 | 79,443 | 3,418,386 | SH | SOLE | 2,582,836 | 0 | 835,550 | ||
iRhythm Technologies Inc | COM | 450056106 | 40,516 | 499,390 | SH | SOLE | 499,390 | 0 | 0 | ||
iShares MSCI India ETF | MSCI INDIA ETF | 46429B598 | 489 | 14,700 | SH | SOLE | 14,700 | 0 | 0 | ||
ITT Inc | COM | 45073V108 | 38,492 | 736,408 | SH | SOLE | 564,358 | 0 | 172,050 | ||
J.B. Hunt Transport Servi | COM | 445658107 | 53,190 | 437,600 | SH | SOLE | 327,425 | 0 | 110,175 | ||
J2 Global Inc. | COM | 48123V102 | 147,095 | 1,698,358 | SH | SOLE | 1,529,758 | 0 | 168,600 | ||
Jack Henry and Associates | COM | 426281101 | 69,982 | 536,840 | SH | SOLE | 420,200 | 0 | 116,640 | ||
K2M Group Holdings Inc | COM | 48273J107 | 54,659 | 2,429,299 | SH | SOLE | 2,183,999 | 0 | 245,300 | ||
Kennedy-Wilson Holdings I | COM | 489398107 | 69,294 | 3,276,333 | SH | SOLE | 3,276,333 | 0 | 0 | ||
Knight Transportation Inc | CL A | 499049104 | 35,917 | 939,984 | SH | SOLE | 703,034 | 0 | 236,950 | ||
L3 Technologies Inc | COM | 502413107 | 103,776 | 539,600 | SH | SOLE | 404,250 | 0 | 135,350 | ||
Laureate Education Inc | CL A | 518613203 | 21,881 | 1,526,903 | SH | SOLE | 1,156,703 | 0 | 370,200 | ||
Leggett & Platt Inc. | COM | 524660107 | 117,222 | 2,625,934 | SH | SOLE | 1,973,034 | 0 | 652,900 | ||
Lithia Motors Inc. Cl A | CL A | 536797103 | 27,822 | 294,195 | SH | SOLE | 294,195 | 0 | 0 | ||
Littelfuse Inc. | COM | 537008104 | 87,685 | 384,278 | SH | SOLE | 341,578 | 0 | 42,700 | ||
LogMeIn Inc. | COM | 54142L109 | 30,975 | 300,000 | SH | SOLE | 223,400 | 0 | 76,600 | ||
Loxo Oncology Inc | COM | 548862101 | 29,360 | 169,244 | SH | SOLE | 150,464 | 0 | 18,780 | ||
M I Acquistions Inc | COM | 55304A104 | 23,523 | 2,240,310 | SH | SOLE | 2,240,310 | 0 | 0 | ||
Martin Marietta Materials | COM | 573284106 | 124,529 | 557,600 | SH | SOLE | 425,650 | 0 | 131,950 | ||
Marvell Technology Group | ORD | G5876H105 | 110,386 | 5,148,600 | SH | SOLE | 3,892,300 | 0 | 1,256,300 | ||
Matador Resources Company | COM | 576485205 | 73,267 | 2,438,165 | SH | SOLE | 2,161,165 | 0 | 277,000 | ||
McCormick & Co. Inc. | COM NON VTG | 579780206 | 79,545 | 685,200 | SH | SOLE | 513,000 | 0 | 172,200 | ||
Mednax Inc | COM | 58502B106 | 19,420 | 448,700 | SH | SOLE | 335,000 | 0 | 113,700 | ||
Meta Financial Group Inc | COM | 59100U108 | 47,764 | 490,390 | SH | SOLE | 490,390 | 0 | 0 | ||
MGP Ingredients Inc. | COM | 55303J106 | 39,919 | 449,490 | SH | SOLE | 449,490 | 0 | 0 | ||
Microchip Technology Inc. | COM | 595017104 | 48,940 | 538,100 | SH | SOLE | 403,150 | 0 | 134,950 | ||
Microsoft Corp. | COM | 594918104 | 14,494 | 146,980 | SH | SOLE | 140,075 | 0 | 6,905 | ||
Milacron Holdings Corp | COM | 59870L106 | 36,815 | 1,944,800 | SH | SOLE | 1,944,800 | 0 | 0 | ||
Mindbody Inc CLA | COM CL A | 60255W105 | 33,774 | 874,980 | SH | SOLE | 874,980 | 0 | 0 | ||
MKS Instruments Inc. | COM | 55306N104 | 94,707 | 989,625 | SH | SOLE | 890,375 | 0 | 99,250 | ||
Mohawk Industries Inc | COM | 608190104 | 55,560 | 259,300 | SH | SOLE | 194,525 | 0 | 64,775 | ||
Monolithic Power Systems | COM | 609839105 | 86,698 | 648,600 | SH | SOLE | 485,450 | 0 | 163,150 | ||
Monro Inc. | COM | 610236101 | 70,199 | 1,208,249 | SH | SOLE | 1,208,249 | 0 | 0 | ||
MorphoSys AG ADR | SPONSORED ADS | 617760202 | 19,418 | 640,000 | SH | SOLE | 478,100 | 0 | 161,900 | ||
MyoKardia Inc | COM | 62857M105 | 21,062 | 424,200 | SH | SOLE | 424,200 | 0 | 0 | ||
National Instruments Corp | COM | 636518102 | 20,809 | 495,693 | SH | SOLE | 369,393 | 0 | 126,300 | ||
National Storage Affiliat | COM SHS BEN IN | 637870106 | 24,039 | 779,995 | SH | SOLE | 779,995 | 0 | 0 | ||
National Vision Holdings | COM | 63845R107 | 67,489 | 1,845,485 | SH | SOLE | 1,845,485 | 0 | 0 | ||
Netflix Inc. | COM | 64110L106 | 6,899 | 17,625 | SH | SOLE | 16,800 | 0 | 825 | ||
Neurocrine Biosciences In | COM | 64125C109 | 145,554 | 1,481,612 | SH | SOLE | 1,124,512 | 0 | 357,100 | ||
New Relic Inc | COM | 64829B100 | 25,247 | 250,990 | SH | SOLE | 250,990 | 0 | 0 | ||
NICE Ltd | SPONSORED ADR | 653656108 | 47,055 | 453,454 | SH | SOLE | 355,154 | 0 | 98,300 | ||
Nielsen Holdings PLC | SHS EUR | G6518L108 | 44,088 | 1,425,400 | SH | SOLE | 1,066,900 | 0 | 358,500 | ||
NLight Inc | COM | 65487K100 | 15,651 | 473,400 | SH | SOLE | 473,400 | 0 | 0 | ||
Nordson Corporation | COM | 655663102 | 129,075 | 1,005,178 | SH | SOLE | 767,778 | 0 | 237,400 | ||
Novocure Ltd | ORD SHS | G6674U108 | 46,509 | 1,485,900 | SH | SOLE | 1,371,800 | 0 | 114,100 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 114,133 | 417,200 | SH | SOLE | 316,250 | 0 | 100,950 | ||
Ollie s Bargain Outlet Ho | COM | 681116109 | 24,556 | 338,710 | SH | SOLE | 338,710 | 0 | 0 | ||
Open Text Corporation | COM | 683715106 | 47,630 | 1,353,500 | SH | SOLE | 1,060,950 | 0 | 292,550 | ||
PacWest Bancorp. | COM | 695263103 | 70,690 | 1,430,399 | SH | SOLE | 1,141,554 | 0 | 288,845 | ||
PagSeguro Digital Ltd Cl | COM CL A | G68707101 | 44,567 | 1,606,024 | SH | SOLE | 1,226,324 | 0 | 379,700 | ||
Papa John's International | COM | 698813102 | 43,135 | 850,448 | SH | SOLE | 754,148 | 0 | 96,300 | ||
Paycom Software Inc. | COM | 70432V102 | 41,791 | 422,860 | SH | SOLE | 422,860 | 0 | 0 | ||
Paylocity Holding Corp | COM | 70438V106 | 96,379 | 1,637,428 | SH | SOLE | 1,416,078 | 0 | 221,350 | ||
Paypal Inc | COM | 70450Y103 | 7,463 | 89,630 | SH | SOLE | 85,440 | 0 | 4,190 | ||
Pegasystems Inc. | COM | 705573103 | 35,412 | 646,200 | SH | SOLE | 646,200 | 0 | 0 | ||
Performance Foods Group C | COM | 71377A103 | 36,055 | 982,431 | SH | SOLE | 748,531 | 0 | 233,900 | ||
Planet Fitness Inc Cla | CL A | 72703H101 | 30,070 | 684,332 | SH | SOLE | 530,132 | 0 | 154,200 | ||
PluralSight Inc Cl A | COM CL A | 72941B106 | 51,282 | 2,097,435 | SH | SOLE | 1,981,135 | 0 | 116,300 | ||
PolyOne Corp. | COM | 73179P106 | 29,543 | 683,550 | SH | SOLE | 683,550 | 0 | 0 | ||
Pool Corporation | COM | 73278L105 | 70,084 | 462,600 | SH | SOLE | 346,525 | 0 | 116,075 | ||
Pra Health Sciences Inc | COM | 69354M108 | 34,915 | 373,980 | SH | SOLE | 373,980 | 0 | 0 | ||
Proassurance Corporation | COM | 74267C106 | 63,688 | 1,796,569 | SH | SOLE | 1,576,419 | 0 | 220,150 | ||
Progressive Corp. | COM | 743315103 | 264,655 | 4,474,305 | SH | SOLE | 3,294,530 | 0 | 1,179,775 | ||
Q2 Holdings Inc | COM | 74736L109 | 78,958 | 1,384,007 | SH | SOLE | 1,384,007 | 0 | 0 | ||
Radius Health Inc | COM NEW | 750469207 | 68,771 | 2,333,586 | SH | SOLE | 2,101,186 | 0 | 232,400 | ||
RBC Bearings Inc | COM | 75524B104 | 45,178 | 350,731 | SH | SOLE | 350,731 | 0 | 0 | ||
RealPage Inc | COM | 75606N109 | 87,549 | 1,588,903 | SH | SOLE | 1,588,903 | 0 | 0 | ||
Red Hat Inc | COM | 756577102 | 90,256 | 671,700 | SH | SOLE | 508,125 | 0 | 163,575 | ||
Reis Inc | COM | 75936P105 | 5,204 | 238,708 | SH | SOLE | 238,708 | 0 | 0 | ||
Renaissancere Holdings Lt | COM | G7496G103 | 92,676 | 770,248 | SH | SOLE | 581,898 | 0 | 188,350 | ||
Repligen Corp. | COM | 759916109 | 97,679 | 2,076,506 | SH | SOLE | 1,854,606 | 0 | 221,900 | ||
Rexnord Holdings Inc | COM | 76169B102 | 37,454 | 1,288,862 | SH | SOLE | 1,288,862 | 0 | 0 | ||
Rhythm Pharmaceuticals In | COM | 76243J105 | 18,390 | 588,285 | SH | SOLE | 588,285 | 0 | 0 | ||
Rosetta Stone Inc. | COM | 777780107 | 25,315 | 1,579,200 | SH | SOLE | 1,579,200 | 0 | 0 | ||
Ross Stores Inc. | COM | 778296103 | 83,877 | 989,700 | SH | SOLE | 741,000 | 0 | 248,700 | ||
RPM International Inc | COM | 749685103 | 56,856 | 974,897 | SH | SOLE | 767,597 | 0 | 207,300 | ||
Ryanair Holdings plc - SP | SPONSORED ADR NE | 783513203 | 78,979 | 691,400 | SH | SOLE | 517,725 | 0 | 173,675 | ||
S&P Global | COM | 78409V104 | 6,731 | 33,015 | SH | SOLE | 31,465 | 0 | 1,550 | ||
Sarepta Therapeutics Inc | COM | 803607100 | 94,892 | 717,900 | SH | SOLE | 568,375 | 0 | 149,525 | ||
SBA Communications Corp | CL A | 78410G104 | 241,457 | 1,462,310 | SH | SOLE | 1,077,180 | 0 | 385,130 | ||
Science Applications Inte | COM | 808625107 | 23,489 | 290,240 | SH | SOLE | 290,240 | 0 | 0 | ||
SendGrid Inc | COM | 816883102 | 29,037 | 1,094,900 | SH | SOLE | 1,094,900 | 0 | 0 | ||
Servicemaster Global Hold | COM | 81761R109 | 133,035 | 2,237,008 | SH | SOLE | 1,716,333 | 0 | 520,675 | ||
Shenandoah Telecommunicat | COM | 82312B106 | 48,759 | 1,491,090 | SH | SOLE | 1,491,090 | 0 | 0 | ||
Signature Bank | COM | 82669G104 | 76,726 | 599,987 | SH | SOLE | 447,962 | 0 | 152,025 | ||
Solaris Oilfield Infrastr | COM CL A | 83418M103 | 32,773 | 2,293,440 | SH | SOLE | 2,293,440 | 0 | 0 | ||
Strayer Education Inc. | COM | 863236105 | 70,118 | 620,460 | SH | SOLE | 620,460 | 0 | 0 | ||
Summit Materials Inc | CL A | 86614U100 | 62,734 | 2,389,882 | SH | SOLE | 2,157,879 | 0 | 232,003 | ||
Sunopta Inc | COM | 8676EP108 | 23,566 | 2,805,455 | SH | SOLE | 2,805,455 | 0 | 0 | ||
Surgery Partners Inc | COM | 86881A100 | 10,293 | 690,800 | SH | SOLE | 546,800 | 0 | 144,000 | ||
Talend SA ADR | ADS | 874224207 | 45,458 | 729,900 | SH | SOLE | 729,900 | 0 | 0 | ||
TD Ameritrade Holding Cor | COM | 87236Y108 | 96,844 | 1,768,200 | SH | SOLE | 1,324,000 | 0 | 444,200 | ||
The Ultimate Software Gro | COM | 90385D107 | 102,829 | 399,630 | SH | SOLE | 319,840 | 0 | 79,790 | ||
Transdigm Group Inc | COM | 893641100 | 77,952 | 225,855 | SH | SOLE | 172,705 | 0 | 53,150 | ||
Transunion | COM | 89400J107 | 266,405 | 3,718,660 | SH | SOLE | 2,836,345 | 0 | 882,315 | ||
Trinet Group Inc | COM | 896288107 | 75,310 | 1,346,270 | SH | SOLE | 1,346,270 | 0 | 0 | ||
Tyler Technologies Inc. | COM | 902252105 | 169,975 | 765,308 | SH | SOLE | 590,538 | 0 | 174,770 | ||
Ulta Salon Cosmetics & Fr | COM | 90384S303 | 72,373 | 310,000 | SH | SOLE | 231,675 | 0 | 78,325 | ||
UniFirst Corp. | COM | 904708104 | 41,850 | 236,575 | SH | SOLE | 236,575 | 0 | 0 | ||
Universal Display Corp. | COM | 91347P105 | 24,473 | 284,569 | SH | SOLE | 216,769 | 0 | 67,800 | ||
US Foods Holding Corp | COM | 912008109 | 60,875 | 1,609,600 | SH | SOLE | 1,205,700 | 0 | 403,900 | ||
USA Technologies Inc | COM NO PAR | 90328S500 | 24,968 | 1,783,400 | SH | SOLE | 1,783,400 | 0 | 0 | ||
VanEck Vectors India Smal | INDIA SMALL CAP | 92189F767 | 467 | 9,600 | SH | SOLE | 9,600 | 0 | 0 | ||
Varonis Systems Inc. | COM | 922280102 | 8,862 | 118,950 | SH | SOLE | 118,950 | 0 | 0 | ||
Verisk Analytics Inc. Cl | COM | 92345Y106 | 157,723 | 1,465,280 | SH | SOLE | 1,083,980 | 0 | 381,300 | ||
Vertex Pharmaceuticals In | COM | 92532F100 | 116,220 | 683,810 | SH | SOLE | 519,130 | 0 | 164,680 | ||
Viad Corp. | COM NEW | 92552R406 | 34,617 | 638,100 | SH | SOLE | 638,100 | 0 | 0 | ||
Visa Inc. | COM CL A | 92826C839 | 12,399 | 93,615 | SH | SOLE | 89,220 | 0 | 4,395 | ||
Wabco Holdings Inc | COM | 92927K102 | 86,448 | 738,744 | SH | SOLE | 554,494 | 0 | 184,250 | ||
WageWorks Inc | COM | 930427109 | 123,545 | 2,470,898 | SH | SOLE | 2,230,368 | 0 | 240,530 | ||
Waste Connections Inc. | COM | 94106B101 | 126,184 | 1,676,200 | SH | SOLE | 1,220,825 | 0 | 455,375 | ||
Wellcare Health Plans Inc | COM | 94946T106 | 52,621 | 213,700 | SH | SOLE | 159,275 | 0 | 54,425 | ||
Wex Inc | COM | 96208T104 | 104,002 | 545,997 | SH | SOLE | 423,997 | 0 | 122,000 | ||
William Lyon Homes Shs A | CL A NEW | 552074700 | 11,385 | 490,715 | SH | SOLE | 490,715 | 0 | 0 | ||
Williams Scotsman Corp | COM | 971375126 | 27,229 | 1,839,800 | SH | SOLE | 1,839,800 | 0 | 0 | ||
Willis Towers Watson Publ | SHS | G96629103 | 67,295 | 443,900 | SH | SOLE | 332,125 | 0 | 111,775 | ||
Wintrust Financial Corp. | COM | 97650W108 | 35,612 | 409,100 | SH | SOLE | 305,900 | 0 | 103,200 | ||
WisdomTree Investments In | COM | 97717P104 | 83,407 | 9,185,808 | SH | SOLE | 8,399,708 | 0 | 786,100 | ||
WNS Holdings Ltd ADR | SPON ADR | 92932M101 | 57,476 | 1,101,500 | SH | SOLE | 823,100 | 0 | 278,400 | ||
Woodward Inc. | COM | 980745103 | 40,331 | 524,727 | SH | SOLE | 398,127 | 0 | 126,600 | ||
World Pay Inc CL A | CL A | 981558109 | 96,173 | 1,176,000 | SH | SOLE | 883,600 | 0 | 292,400 | ||
Zayo Group Holdings Inc | COM | 98919V105 | 75,455 | 2,068,400 | SH | SOLE | 1,549,200 | 0 | 519,200 |