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
3M CO COM 88579Y101 94,894 456,708 SH   SOLE   456,708 0 0
AAON INC COM 000360206 8,088 175,146 SH   SOLE   175,146 0 0
ABB LTD-SPON ADR ADR 000375204 265 14,058 SH   SOLE   14,058 0 0
ABBOTT LABORATORIES COM 002824100 34,913 436,741 SH   SOLE 2 436,741 0 0
ABBVIE INC COM 00287Y109 4,504 55,890 SH   SOLE   55,890 0 0
ABIOMED INC COM 003654100 50,948 178,396 SH   SOLE 2 178,396 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 19,531 340,565 SH   SOLE 1 340,565 0 0
ACCELERON PHARMA INC COM 00434H108 40,915 878,577 SH   SOLE 1,2 878,577 0 0
ACI WORLDWIDE INC COM 004498101 7,654 232,878 SH   SOLE   232,878 0 0
ACUITY BRANDS INC COM 00508Y102 2,263 18,858 SH   SOLE   18,858 0 0
ACUSHNET HOLDINGS CORP COM 005098108 4,985 215,447 SH   SOLE   215,447 0 0
ADOBE INC COM 00724F101 7,502 28,152 SH   SOLE   28,152 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,535 20,735 SH   SOLE   20,735 0 0
ADVANCED DISPOSAL SERVICES I COM 00790X101 5,579 199,255 SH   SOLE   199,255 0 0
ADVANCED MICRO DEVICES COM 007903107 80,637 3,159,785 SH   SOLE   3,159,785 0 0
AEGON N.V.-NY REG SHR NY Reg Shrs 007924103 325 67,876 SH   SOLE   67,876 0 0
AERCAP HOLDINGS NV COM N00985106 5,203 111,815 SH   SOLE   111,815 0 0
AEROJET ROCKETDYNE HOLDINGS COM 007800105 75,939 2,137,326 SH   SOLE 1,2 2,137,326 0 0
AEROVIRONMENT INC COM 008073108 12,636 184,712 SH   SOLE 1 184,712 0 0
AGREE REALTY CORP REIT 008492100 18,062 260,496 SH   SOLE   260,496 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 29,656 1,326,933 SH   SOLE 1,2 1,326,933 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 2,039 28,436 SH   SOLE   28,436 0 0
ALARM.COM HOLDINGS INC COM 011642105 48,105 741,228 SH   SOLE 1,2 741,228 0 0
ALBEMARLE CORP COM 012653101 30,105 367,228 SH   SOLE 2 367,228 0 0
ALIGN TECHNOLOGY INC COM 016255101 76,771 270,009 SH   SOLE 2 270,009 0 0
ALLERGAN PLC COM G0177J108 3,753 25,638 SH   SOLE   25,638 0 0
ALLISON TRANSMISSION HOLDING COM 01973R101 18,407 409,794 SH   SOLE   409,794 0 0
ALLSTATE CORP COM 020002101 6,723 71,385 SH   SOLE   71,385 0 0
ALPHABET INC-CL A COM 02079K305 8,917 7,577 SH   SOLE   7,577 0 0
ALPHABET INC-CL C COM 02079K107 9,394 8,007 SH   SOLE   8,007 0 0
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 9,495 305,805 SH   SOLE   305,805 0 0
ALTRIA GROUP INC COM 02209S103 123,980 2,158,815 SH   SOLE 2 2,158,815 0 0
AMAZON.COM INC COM 023135106 12,075 6,781 SH   SOLE   6,781 0 0
AMDOCS LTD COM G02602103 3,665 67,733 SH   SOLE   67,733 0 0
AMERICAN SOFTWARE INC-CL A COM 029683109 6,440 538,991 SH   SOLE   538,991 0 0
AMERICOLD REALTY TRUST REIT 03064D108 15,279 500,809 SH   SOLE   500,809 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 64,993 507,362 SH   SOLE 2 507,362 0 0
AMETEK INC COM 031100100 4,688 56,505 SH   SOLE   56,505 0 0
AMGEN INC COM 031162100 3,219 16,948 SH   SOLE   16,948 0 0
AMICUS THERAPEUTICS INC COM 03152W109 35,541 2,613,358 SH   SOLE 1,2 2,613,358 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 37,848 803,756 SH   SOLE 1,2 803,756 0 0
AMPHENOL CORP-CL A COM 032095101 69,144 732,156 SH   SOLE 2 732,156 0 0
ANSYS INC COM 03662Q105 1,976 10,819 SH   SOLE   10,819 0 0
ANTHEM INC COM 94973V107 7,370 25,682 SH   SOLE   25,682 0 0
APERGY CORP COM 03755L104 4,902 119,388 SH   SOLE   119,388 0 0
APPLE INC COM 037833100 15,084 79,414 SH   SOLE   79,414 0 0
APTARGROUP INC COM 038336103 5,256 49,409 SH   SOLE   49,409 0 0
APTIV PLC COM G6095L109 53,654 674,983 SH   SOLE 2 674,983 0 0
ARCH CAPITAL GROUP LTD COM G0450A105 3,246 100,457 SH   SOLE   100,457 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 303 7,044 SH   SOLE   7,044 0 0
ARENA PHARMACEUTICALS INC COM 040047607 42,118 939,507 SH   SOLE 1,2 939,507 0 0
ARGO GROUP INTERNATIONAL COM G0464B107 15,055 213,075 SH   SOLE   213,075 0 0
AT HOME GROUP INC COM 04650Y100 34,064 1,907,280 SH   SOLE 1,2 1,907,280 0 0
AT&T INC COM 00206R102 100,851 3,215,933 SH   SOLE 2 3,215,933 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 61,285 1,541,762 SH   SOLE 1,2 1,541,762 0 0
ATRICURE INC COM 04963C209 6,335 236,499 SH   SOLE   236,499 0 0
AUTODESK INC COM 052769106 75,292 483,201 SH   SOLE 2 483,201 0 0
AUTOZONE INC COM 053332102 86,288 84,256 SH   SOLE 2 84,256 0 0
AVANOS MEDICAL INC COM 05350V106 6,629 155,339 SH   SOLE   155,339 0 0
AXOGEN INC COM 05463X106 15,971 758,358 SH   SOLE 1,2 758,358 0 0
BADGER METER INC COM 056525108 13,797 247,978 SH   SOLE   247,978 0 0
BALCHEM CORP COM 057665200 5,107 55,043 SH   SOLE   55,043 0 0
BANCO BILBAO VIZCAYA-SP ADR ADR 05946K101 156 27,372 SH   SOLE   27,372 0 0
BANCO SANTANDER SA-SPON ADR ADR 05964H105 351 75,840 SH   SOLE   75,840 0 0
BANDWIDTH INC-CLASS A COM 05988J103 8,848 132,145 SH   SOLE 1 132,145 0 0
BANK OF AMERICA CORP COM 060505104 5,720 207,343 SH   SOLE   207,343 0 0
BANK OF MONTREAL COM 063671101 3,645 48,719 SH   SOLE   48,719 0 0
BARNES GROUP INC COM 067806109 9,026 175,578 SH   SOLE   175,578 0 0
BB&T CORP COM 054937107 4,859 104,428 SH   SOLE   104,428 0 0
BEACON ROOFING SUPPLY INC COM 073685109 6,474 201,316 SH   SOLE   201,316 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 2,204 10,976 SH   SOLE   10,976 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,386 155,676 SH   SOLE   155,676 0 0
BGC PARTNERS INC-CL A COM 05541T101 67 12,767 SH   SOLE   12,767 0 0
BHP GROUP LTD-SPON ADR ADR 088606108 816 14,933 SH   SOLE   14,933 0 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196106 50,652 984,115 SH   SOLE 1,2 984,115 0 0
BIO-RAD LABORATORIES-A COM 090572207 4,258 13,930 SH   SOLE   13,930 0 0
BIOSPECIFICS TECHNOLOGIES COM 090931106 4,119 66,097 SH   SOLE   66,097 0 0
BIO-TECHNE CORP COM 09073M104 9,656 48,636 SH   SOLE   48,636 0 0
BIOTELEMETRY INC COM 090672106 31,052 495,890 SH   SOLE 1,2 495,890 0 0
BLOOM ENERGY CORP- A COM 093712107 27,168 2,102,804 SH   SOLE 1,2 2,102,804 0 0
BLUCORA INC COM 095229100 7,339 219,875 SH   SOLE   219,875 0 0
BLUEBIRD BIO INC COM 09609G100 44,448 282,517 SH   SOLE 2 282,517 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 61,150 763,908 SH   SOLE 1,2 763,908 0 0
BOEING CO/THE COM 097023105 2,811 7,372 SH   SOLE   7,372 0 0
BORGWARNER INC COM 099724106 1,640 42,711 SH   SOLE   42,711 0 0
BP PLC-SPONS ADR ADR 055622104 469 10,736 SH   SOLE   10,736 0 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 84,904 667,958 SH   SOLE 2 667,958 0 0
BRINK'S CO/THE COM 109696104 57,032 756,300 SH   SOLE 1,2 756,300 0 0
BROADCOM INC COM 11135F101 4,311 14,338 SH   SOLE   14,338 0 0
BROADRIDGE FINANCIAL SOLUTIO COM 11133T103 5,053 48,732 SH   SOLE   48,732 0 0
BRUKER CORP COM 116794108 15,496 403,134 SH   SOLE   403,134 0 0
BRUNSWICK CORP COM 117043109 62,552 1,242,851 SH   SOLE 2 1,242,851 0 0
BRYN MAWR BANK CORP COM 117665109 4,743 131,299 SH   SOLE   131,299 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 43,017 3,224,702 SH   SOLE 2 3,224,702 0 0
BURLINGTON STORES INC COM 122017106 111,445 711,291 SH   SOLE 2 711,291 0 0
BWX TECHNOLOGIES INC COM 05605H100 9,135 184,263 SH   SOLE   184,263 0 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 55,206 634,626 SH   SOLE 2 634,626 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 62,642 559,505 SH   SOLE 1,2 559,505 0 0
CACI INTERNATIONAL INC -CL A COM 127190304 21,172 116,318 SH   SOLE   116,318 0 0
CACTUS INC - A COM 127203107 6,463 181,548 SH   SOLE   181,548 0 0
CADENCE DESIGN SYS INC COM 127387108 1,592 25,071 SH   SOLE   25,071 0 0
CAESARS ENTERTAINMENT CORP COM 127686103 41,998 4,832,994 SH   SOLE 2 4,832,994 0 0
CALAVO GROWERS INC COM 128246105 4,257 50,775 SH   SOLE   50,775 0 0
CALERES INC COM 129500104 6,129 248,273 SH   SOLE   248,273 0 0
CALLAWAY GOLF COMPANY COM 131193104 8,219 515,960 SH   SOLE   515,960 0 0
CAMDEN NATIONAL CORP COM 133034108 5,413 129,749 SH   SOLE   129,749 0 0
CAMDEN PROPERTY TRUST REIT 133131102 22,015 216,896 SH   SOLE 2 216,896 0 0
CANADA GOOSE HOLDINGS INC COM 135086106 108,771 2,264,991 SH   SOLE 1,2 2,264,991 0 0
CANTEL MEDICAL CORP COM 138098108 14,506 216,876 SH   SOLE   216,876 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 566 6,932 SH   SOLE   6,932 0 0
CAPRI HOLDINGS LTD COM G60754101 254 5,555 SH   SOLE   5,555 0 0
CARDIOVASCULAR SYSTEMS INC COM 141619106 1,396 36,120 SH   SOLE   36,120 0 0
CARLISLE COS INC COM 142339100 11,521 93,959 SH   SOLE   93,959 0 0
CARNIVAL CORP COM 143658300 99,075 1,953,374 SH   SOLE 2 1,953,374 0 0
CASEY'S GENERAL STORES INC COM 147528103 98,567 765,453 SH   SOLE 1,2 765,453 0 0
CATALENT INC COM 148806102 26,292 647,760 SH   SOLE   647,760 0 0
CATERPILLAR INC COM 149123101 2,564 18,930 SH   SOLE   18,930 0 0
CBRE GROUP INC - A COM 12504L109 3,951 79,918 SH   SOLE   79,918 0 0
CDW CORP/DE COM 12514G108 5,634 58,468 SH   SOLE   58,468 0 0
CEDAR FAIR LP MLP 150185106 3,794 72,111 SH   SOLE   72,111 0 0
CELGENE CORP COM 151020104 4,370 46,324 SH   SOLE   46,324 0 0
CENTENE CORP COM 15135B101 58,653 1,104,587 SH   SOLE 2 1,104,587 0 0
CENTERPOINT ENERGY INC COM 15189T107 4,017 130,871 SH   SOLE   130,871 0 0
CENTERSTATE BANK CORP COM 15201P109 11,637 488,767 SH   SOLE   488,767 0 0
CENTURYLINK INC COM 156700106 2,670 222,694 SH   SOLE   222,694 0 0
CHARLES RIVER LABORATORIES COM 159864107 8,499 58,517 SH   SOLE   58,517 0 0
CHART INDUSTRIES INC COM 16115Q308 143,011 1,579,890 SH   SOLE 1,2 1,579,890 0 0
CHEMICAL FINANCIAL CORP COM 163731102 11,095 269,578 SH   SOLE   269,578 0 0
CHEVRON CORP COM 166764100 104,551 848,772 SH   SOLE 2 848,772 0 0
CHINA SOUTHERN AIR-SPONS ADR ADR 169409109 252 5,799 SH   SOLE   5,799 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 86,363 121,586 SH   SOLE 2 121,586 0 0
CHUBB LTD COM 0000000NA 4,264 30,444 SH   SOLE   30,444 0 0
CHURCHILL DOWNS INC COM 171484108 12,495 138,440 SH   SOLE   138,440 0 0
CIGNA CORP COM 125523100 4,517 28,089 SH   SOLE   28,089 0 0
CIMAREX ENERGY CO COM 171798101 1,545 22,108 SH   SOLE 2 22,108 0 0
CINEMARK HOLDINGS INC COM 17243V102 127,368 3,185,009 SH   SOLE   3,185,009 0 0
CISCO SYSTEMS INC COM 17275R102 151,679 2,809,398 SH   SOLE 2 2,809,398 0 0
CITIGROUP INC COM 172967424 10,727 172,417 SH   SOLE   172,417 0 0
CLOUDERA INC COM 18914U100 5,376 491,466 SH   SOLE   491,466 0 0
CNO FINANCIAL GROUP INC COM 12621E103 11,868 733,515 SH   SOLE   733,515 0 0
COCA-COLA CO/THE COM 191216100 122,375 2,611,506 SH   SOLE 2 2,611,506 0 0
COCA-COLA EUROPEAN PARTNERS COM G25839104 685 13,254 SH   SOLE   13,254 0 0
COGNEX CORP COM 192422103 191,990 3,774,876 SH   SOLE 1,2 3,774,876 0 0
COHEN & STEERS INC COM 19247A100 9,995 236,469 SH   SOLE   236,469 0 0
COHERENT INC COM 192479103 144,391 1,018,849 SH   SOLE 1,2 1,018,849 0 0
COLUMBIA BANKING SYSTEM INC COM 197236102 13,626 416,855 SH   SOLE   416,855 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 8,632 82,864 SH   SOLE   82,864 0 0
COMCAST CORP-CLASS A COM 20030N101 2,292 57,335 SH   SOLE   57,335 0 0
COMFORT SYSTEMS USA INC COM 199908104 7,336 140,039 SH   SOLE   140,039 0 0
COMMVAULT SYSTEMS INC COM 204166102 17,856 275,816 SH   SOLE   275,816 0 0
CONAGRA BRANDS INC COM 205887102 2,307 83,196 SH   SOLE   83,196 0 0
CONMED CORP COM 207410101 7,715 92,751 SH   SOLE   92,751 0 0
CONOCOPHILLIPS COM 20825C104 2,739 41,051 SH   SOLE   41,051 0 0
CONSTELLATION BRANDS INC-A COM 21036P108 61,632 351,521 SH   SOLE 2 351,521 0 0
COOPER COS INC/THE COM 216648402 522 1,764 SH   SOLE   1,764 0 0
CORE LABORATORIES N.V. COM N22717107 5,226 75,817 SH   SOLE   75,817 0 0
CORESITE REALTY CORP REIT 21870Q105 8,129 75,960 SH   SOLE   75,960 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 109,495 1,998,824 SH   SOLE 1,2 1,998,824 0 0
CORPORATE OFFICE PROPERTIES REIT 22002T108 4,060 148,740 SH   SOLE   148,740 0 0
COTT CORPORATION COM 22163N106 12,357 845,806 SH   SOLE   845,806 0 0
CREE INC COM 225447101 37,330 652,398 SH   SOLE 2 652,398 0 0
CRH PLC-SPONSORED ADR ADR 12626K203 348 11,239 SH   SOLE   11,239 0 0
CROWN CASTLE INTL CORP REIT 22822V101 128,651 1,005,088 SH   SOLE 2 1,005,088 0 0
CSX CORP COM 126408103 4,805 64,234 SH   SOLE   64,234 0 0
CUTERA INC COM 232109108 1,949 110,365 SH   SOLE   110,365 0 0
CVS HEALTH CORP COM 126650100 1,346 24,975 SH   SOLE   24,975 0 0
CYBERARK SOFTWARE LTD/ISRAEL COM M2682V108 605 5,087 SH   SOLE   5,087 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 39,994 3,011,623 SH   SOLE 1,2 3,011,623 0 0
DANAHER CORP COM 235851102 3,642 27,588 SH   SOLE   27,588 0 0
DARLING INGREDIENTS INC COM 237266101 4,330 200,017 SH   SOLE   200,017 0 0
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 58,668 1,176,423 SH   SOLE 1,2 1,176,423 0 0
DEERE & CO COM 244199105 1,576 9,865 SH   SOLE   9,865 0 0
DELTA AIR LINES INC COM 247361702 6,393 123,793 SH   SOLE   123,793 0 0
DENTSPLY SIRONA INC COM 24906P109 1,717 34,633 SH   SOLE   34,633 0 0
DEVON ENERGY CORP COM 25179M103 3,503 111,024 SH   SOLE   111,024 0 0
DEXCOM INC COM 252131107 38,211 320,832 SH   SOLE 2 320,832 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 642 3,926 SH   SOLE   3,926 0 0
DIAMONDBACK ENERGY INC COM 25278X109 89,777 884,244 SH   SOLE 2 884,244 0 0
DIGITAL REALTY TRUST INC REIT 253868103 3,061 25,723 SH   SOLE   25,723 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 6,572 104,369 SH   SOLE   104,369 0 0
DOLLAR TREE INC COM 256746108 92,301 878,724 SH   SOLE 2 878,724 0 0
DOMINO'S PIZZA INC COM 25754A201 619 2,400 SH   SOLE   2,400 0 0
DOWDUPONT INC COM 26078J100 67,155 1,259,717 SH   SOLE 2 1,259,717 0 0
DSW INC-CLASS A COM 23334L102 12,891 580,170 SH   SOLE   580,170 0 0
DUKE REALTY CORP REIT 264411505 1,720 56,250 SH   SOLE   56,250 0 0
DXC TECHNOLOGY CO COM 23355L106 3,654 56,828 SH   SOLE   56,828 0 0
DYNAVAX TECHNOLOGIES CORP COM 268158201 17,805 2,435,710 SH   SOLE 1,2 2,435,710 0 0
EAGLE BANCORP INC COM 268948106 3,069 61,140 SH   SOLE   61,140 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 102,185 534,082 SH   SOLE 2 534,082 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 3,026 94,378 SH   SOLE   94,378 0 0
ELI LILLY & CO COM 532457108 2,156 16,616 SH   SOLE   16,616 0 0
ELLIE MAE INC COM 28849P100 37,341 378,370 SH   SOLE 2 378,370 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 10,571 209,258 SH   SOLE   209,258 0 0
ENCOMPASS HEALTH CORP COM 29261A100 23,314 399,213 SH   SOLE 1,2 399,213 0 0
ENERGY TRANSFER LP MLP 29273V100 3,821 248,653 SH   SOLE   248,653 0 0
ENI SPA-SPONSORED ADR ADR 26874R108 647 18,385 SH   SOLE   18,385 0 0
ENSTAR GROUP LTD COM G3075P101 48,767 280,271 SH   SOLE 1,2 280,271 0 0
ENTEGRIS INC COM 29362U104 104,372 2,924,423 SH   SOLE 1,2 2,924,423 0 0
ENTERPRISE FINANCIAL SERVICE COM 293712105 7,449 182,723 SH   SOLE   182,723 0 0
ENTERPRISE PRODUCTS PARTNERS MLP 293792107 3,582 123,107 SH   SOLE   123,107 0 0
EOG RESOURCES INC COM 26875P101 5,840 61,366 SH   SOLE   61,366 0 0
EPR PROPERTIES REIT 26884U109 4,647 60,433 SH   SOLE   60,433 0 0
EQUINOR ASA-SPON ADR ADR 29446M102 253 11,538 SH   SOLE   11,538 0 0
ERICSSON (LM) TEL-SP ADR ADR 294821608 995 108,420 SH   SOLE   108,420 0 0
ETSY INC COM 29786A106 72,199 1,074,077 SH   SOLE 1,2 1,074,077 0 0
EVERBRIDGE INC COM 29978A104 9,848 131,298 SH   SOLE 2 131,298 0 0
EVERCORE INC - A COM 29977A105 6,052 66,515 SH   SOLE   66,515 0 0
EVERGY INC COM 30034W106 79,534 1,370,098 SH   SOLE 2 1,370,098 0 0
EVERI HOLDINGS INC COM 30034T103 64,428 6,124,385 SH   SOLE 1,2 6,124,385 0 0
EVO PAYMENTS INC-CLASS A COM 26927E108 47,252 1,626,607 SH   SOLE 1,2 1,626,607 0 0
EVOLENT HEALTH INC - A COM 30050B101 28,186 2,240,558 SH   SOLE 1,2 2,240,558 0 0
EXACT SCIENCES CORP COM 30063P105 94,989 1,096,623 SH   SOLE 1,2 1,096,623 0 0
EXELON CORP COM 30161N101 6,562 130,900 SH   SOLE   130,900 0 0
EXLSERVICE HOLDINGS INC COM 302081104 11,938 198,909 SH   SOLE   198,909 0 0
EXXON MOBIL CORP COM 30231G102 7,133 88,291 SH   SOLE   88,291 0 0
FACEBOOK INC-CLASS A COM 30303M102 6,167 37,002 SH   SOLE   37,002 0 0
FEDERAL SIGNAL CORP COM 313855108 15,620 601,017 SH   SOLE   601,017 0 0
FIBROGEN INC COM 31572Q808 51,480 947,195 SH   SOLE 1,2 947,195 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 685 6,064 SH   SOLE   6,064 0 0
FIRST INDUSTRIAL REALTY TR REIT 32054K103 16,046 453,800 SH   SOLE   453,800 0 0
FIRST INTERSTATE BANCSYS-A COM 32055Y201 6,334 159,082 SH   SOLE   159,082 0 0
FIRST MERCHANTS CORP COM 320817109 10,308 279,752 SH   SOLE   279,752 0 0
FIRSTCASH INC COM 33767D105 71,086 821,805 SH   SOLE 1,2 821,805 0 0
FIRSTSERVICE CORP COM 33767E103 5,779 64,711 SH   SOLE   64,711 0 0
FISERV INC COM 337738108 890 10,087 SH   SOLE   10,087 0 0
FLIR SYSTEMS INC COM 302445101 77,007 1,618,484 SH   SOLE 2 1,618,484 0 0
FLOOR & DECOR HOLDINGS INC-A COM 339750101 58,341 1,415,360 SH   SOLE 1,2 1,415,360 0 0
FLUOR CORP COM 343412102 43,464 1,181,114 SH   SOLE   1,181,114 0 0
FOOT LOCKER INC COM 344849104 3,488 57,568 SH   SOLE   57,568 0 0
FORD MOTOR CO COM 345370860 1,633 186,020 SH   SOLE   186,020 0 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 84,511 1,775,072 SH   SOLE 2 1,775,072 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 2,009 393,288 SH   SOLE   393,288 0 0
GCI LIBERTY INC - CLASS A COM 36164V305 8,354 150,238 SH   SOLE   150,238 0 0
GENERAC HOLDINGS INC COM 368736104 16,346 319,085 SH   SOLE   319,085 0 0
GENERAL ELECTRIC CO COM 369604103 1,374 137,618 SH   SOLE   137,618 0 0
GENERAL MILLS INC COM 370334104 2,088 40,351 SH   SOLE   40,351 0 0
GENESCO INC COM 371532102 32,463 712,694 SH   SOLE 1,2 712,694 0 0
GENESEE & WYOMING INC-CL A COM 371559105 6,742 77,373 SH   SOLE   77,373 0 0
GENOMIC HEALTH INC COM 37244C101 16,213 231,460 SH   SOLE 1 231,460 0 0
GENTHERM INC COM 37253A103 6,085 165,103 SH   SOLE   165,103 0 0
GEO GROUP INC/THE REIT 36162J106 9,631 501,630 SH   SOLE 2 501,630 0 0
G-III APPAREL GROUP LTD COM 36237H101 8,946 223,875 SH   SOLE   223,875 0 0
GILEAD SCIENCES INC COM 375558103 853 13,126 SH   SOLE   13,126 0 0
GLACIER BANCORP INC COM 37637Q105 68,198 1,701,975 SH   SOLE 1,2 1,701,975 0 0
GLAXOSMITHKLINE PLC-SPON ADR ADR 37733W105 2,449 58,613 SH   SOLE   58,613 0 0
GLOBAL PAYMENTS INC COM 37940X102 70,827 518,808 SH   SOLE 2 518,808 0 0
GLOBUS MEDICAL INC - A COM 379577208 6,496 131,487 SH   SOLE   131,487 0 0
GRACO INC COM 384109104 51,121 1,032,348 SH   SOLE 2 1,032,348 0 0
GRAPHIC PACKAGING HOLDING CO COM 388689101 11,264 891,906 SH   SOLE   891,906 0 0
GREAT WESTERN BANCORP INC COM 391416104 7,888 249,703 SH   SOLE   249,703 0 0
GREEN DOT CORP-CLASS A COM 39304D102 79,872 1,316,949 SH   SOLE 1,2 1,316,949 0 0
GRUPO AEROPORTUARIO CEN-ADR ADR 400501102 213 4,739 SH   SOLE   4,739 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 86,681 892,151 SH   SOLE 1,2 892,151 0 0
HAEMONETICS CORP/MASS COM 405024100 49,178 562,167 SH   SOLE 1,2 562,167 0 0
HALLIBURTON CO COM 406216101 3,019 103,067 SH   SOLE   103,067 0 0
HARRIS CORP COM 413875105 77,525 485,413 SH   SOLE 2 485,413 0 0
HEALTHCARE SERVICES GROUP COM 421906108 7,234 219,304 SH   SOLE 219,304 0 0
HEALTHEQUITY INC COM 42226A107 40,882 552,621 SH   SOLE 1,2 552,621 0 0
HELEN OF TROY LTD COM G4388N106 25,418 219,199 SH   SOLE   219,199 0 0
HELIX ENERGY SOLUTIONS GROUP COM 42330P107 12,365 1,563,223 SH   SOLE   1,563,223 0 0
HERITAGE FINANCIAL CORP COM 42722X106 14,207 471,395 SH   SOLE   471,395 0 0
HERON THERAPEUTICS INC COM 427746102 41,155 1,683,924 SH   SOLE 1,2 1,683,924 0 0
HEXCEL CORP COM 428291108 159,018 2,299,290 SH   SOLE 1,2 2,299,290 0 0
HIGHWOODS PROPERTIES INC REIT 431284108 12,805 273,738 SH   SOLE   273,738 0 0
HOME DEPOT INC COM 437076102 135,427 705,756 SH   SOLE 2 705,756 0 0
HONDA MOTOR CO LTD-SPONS ADR ADR 438128308 325 11,998 SH   SOLE   11,998 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 136,840 861,065 SH   SOLE 2 861,065 0 0
HORIZON PHARMA PLC COM G4617B105 71,294 2,697,477 SH   SOLE 1,2 2,697,477 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 2,772 146,703 SH   SOLE   146,703 0 0
HOULIHAN LOKEY INC COM 441593100 4,128 90,047 SH   SOLE   90,047 0 0
HOWARD HUGHES CORP/THE COM 44267D107 12,521 113,828 SH   SOLE   113,828 0 0
HP INC COM 40434L105 4,379 225,424 SH   SOLE   225,424 0 0
HSBC HOLDINGS PLC-SPONS ADR ADR 404280406 453 11,167 SH   SOLE   11,167 0 0
HUDSON PACIFIC PROPERTIES IN REIT 444097109 4,733 137,527 SH   SOLE   137,527 0 0
HUMANA INC COM 444859102 2,473 9,300 SH   SOLE   9,300 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,881 227,254 SH   SOLE   227,254 0 0
HUNTSMAN CORP COM 447011107 57,516 2,557,406 SH   SOLE 2 2,557,406 0 0
IAC/INTERACTIVECORP COM 44919P508 90,786 432,092 SH   SOLE 2 432,092 0 0
ICU MEDICAL INC COM 44930G107 23,924 99,965 SH   SOLE   99,965 0 0
IDEX CORP COM 45167R104 1,621 10,684 SH   SOLE 10,684 0 0
IDEXX LABORATORIES INC COM 45168D104 76,932 344,062 SH   SOLE 2 344,062 0 0
IHS MARKIT LTD COM G47567105 88,998 1,636,611 SH   SOLE 2 1,636,611 0 0
II-VI INC COM 902104108 10,693 287,158 SH   SOLE 1 287,158 0 0
ILLUMINA INC COM 452327109 33,744 108,610 SH   SOLE 2 108,610 0 0
INCYTE CORP COM 45337C102 37,747 438,875 SH   SOLE 2 438,875 0 0
INGERSOLL-RAND PLC COM G47791101 4,762 44,120 SH   SOLE   44,120 0 0
INGEVITY CORP COM 45688C107 21,038 199,211 SH   SOLE   199,211 0 0
INNOSPEC INC COM 45768S105 23,304 279,597 SH   SOLE   279,597 0 0
INSULET CORP COM 45784P101 36,289 381,633 SH   SOLE 1,2 381,633 0 0
INTEGRA LIFESCIENCES HOLDING COM 457985208 12,576 225,703 SH   SOLE   225,703 0 0
INTEL CORP COM 458140100 4,792 89,255 SH   SOLE   89,255 0 0
INTER PARFUMS INC COM 458334109 13,800 181,895 SH   SOLE   181,895 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,247 68,920 SH   SOLE   68,920 0 0
INTL BUSINESS MACHINES CORP COM 459200101 3,835 27,182 SH   SOLE   27,182 0 0
INTUITIVE SURGICAL INC COM 46120E602 70,023 122,724 SH   SOLE 2 122,724 0 0
IPG PHOTONICS CORP COM 44980X109 109,308 720,175 SH   SOLE 2 720,175 0 0
IQVIA HOLDINGS INC COM 46266C105 79,621 553,503 SH   SOLE 2 553,503 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 6,531 87,139 SH   SOLE   87,139 0 0
ISHARES AGENCY BOND ETF ETP 464288166 861 7,583 SH   SOLE   7,583 0 0
ISHARES IBOXX HIGH YLD CORP ETP 464288513 3,846 44,479 SH   SOLE   44,479 0 0
ISHARES TR 1 3 YR TREAS BD ETP 464287457 1,065 12,672 SH   SOLE   12,672 0 0
ISHARES TR INTRM TR CRP ETF ETP 464288638 1,215 22,049 SH   SOLE   22,049 0 0
ISHARES TR SH TR CRPORT ETF ETP 464288646 2,036 38,552 SH   SOLE   38,552 0 0
J2 GLOBAL INC COM 48123V102 8,219 94,911 SH   SOLE   94,911 0 0
JACK HENRY & ASSOCIATES INC COM 426281101 4,692 33,820 SH   SOLE   33,820 0 0
JAMES RIVER GROUP HOLDINGS L COM G5005R107 7,720 192,621 SH   SOLE   192,621 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 83,244 905,910 SH   SOLE 1 905,910 0 0
JOHNSON & JOHNSON COM 478160104 123,273 881,847 SH   SOLE 2 881,847 0 0
JPMORGAN CHASE & CO COM 46625H100 134,137 1,325,075 SH   SOLE 2 1,325,075 0 0
KADANT INC COM 48282T104 14,639 166,436 SH   SOLE   166,436 0 0
KB FINANCIAL GROUP INC-ADR ADR 48241A105 263 7,097 SH   SOLE   7,097 0 0
KENNAMETAL INC COM 489170100 48,418 1,317,501 SH   SOLE 1,2 1,317,501 0 0
KEURIG DR PEPPER INC COM 49271V100 302 10,833 SH   SOLE   10,833 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 144,490 1,656,998 SH   SOLE 2 1,656,998 0 0
KINSALE CAPITAL GROUP INC COM 49714P108 14,023 204,519 SH   SOLE   204,519 0 0
KOHLS CORP COM 500255104 545 7,928 SH   SOLE   7,928 0 0
KROGER CO COM 501044101 1,140 46,379 SH   SOLE   46,379 0 0
KURA ONCOLOGY INC COM 50127T109 33,988 2,048,708 SH   SOLE 1,2 2,048,708 0 0
LABORATORY CRP OF AMER HLDGS COM 50540R409 7,898 51,628 SH   SOLE   51,628 0 0
LANDSTAR SYSTEM INC COM 515098101 79,729 728,853 SH   SOLE 1,2 728,853 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,182 182,928 SH   SOLE 1 182,928 0 0
LIBERTY LATIN AMERIC-CL C COM G9001E128 12,204 627,497 SH   SOLE   627,497 0 0
LIBERTY MEDIA CORP-BRAVES A Tracking Stk 531229706 2,212 79,195 SH   SOLE   79,195 0 0
LIBERTY MEDIA CORP-BRAVES C Tracking Stk 531229888 14,461 520,759 SH   SOLE   520,759 0 0
LIGAND PHARMACEUTICALS COM 53220K504 41,136 327,231 SH   SOLE 1,2 327,231 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106 1,929 23,004 SH   SOLE   23,004 0 0
LIONS GATE ENTERTAINMENT-A COM 535919401 40,700 2,602,361 SH   SOLE 2 2,602,361 0 0
LIONS GATE ENTERTAINMENT-B COM 535919500 8,919 590,665 SH   SOLE   590,665 0 0
LITTELFUSE INC COM 537008104 56,391 309,026 SH   SOLE 2 309,026 0 0
LIVANOVA PLC COM G5509L101 13,197 135,702 SH   SOLE   135,702 0 0
LKQ CORP COM 501889208 2,756 97,126 SH   SOLE   97,126 0 0
LLOYDS BANKING GROUP PLC-ADR ADR 539439109 436 135,846 SH   SOLE   135,846 0 0
LOCKHEED MARTIN CORP COM 539830109 128,513 428,151 SH   SOLE   428,151 0 0
LOGITECH INTERNATIONAL-REG COM 0000000NA 239 6,111 SH   SOLE   6,111 0 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 35,977 516,540 SH   SOLE 2 516,540 0 0
LULULEMON ATHLETICA INC COM 550021109 117,004 714,009 SH   SOLE 2 714,009 0 0
LUMENTUM HOLDINGS INC COM 55024U109 49,606 877,374 SH   SOLE 1,2 877,374 0 0
LYONDELLBASELL INDU-CL A COM N53745100 3,163 37,630 SH   SOLE   37,630 0 0
MADISON SQUARE GARDEN CO- A COM 55825T103 9,883 33,718 SH   SOLE   33,718 0 0
MALIBU BOATS INC - A COM 56117J100 1,165 29,441 SH   SOLE   29,441 0 0
MANHATTAN ASSOCIATES INC COM 562750109 35,480 643,813 SH   SOLE 2 643,813 0 0
MARATHON PETROLEUM CORP COM 56585A102 2,566 42,890 SH   SOLE   42,890 0 0
MARINEMAX INC COM 567908108 52,434 2,736,659 SH   SOLE 1,2 2,736,659 0 0
MARKETAXESS HOLDINGS INC COM 57060D108 94,548 384,220 SH   SOLE 2 384,220 0 0
MARTIN MARIETTA MATERIALS COM 573284106 94,900 471,717 SH   SOLE 2 471,717 0 0
MARVELL TECHNOLOGY GROUP LTD COM G5876H105 1,639 82,405 SH   SOLE   82,405 0 0
MASCO CORP COM 574599106 2,527 64,304 SH   SOLE   64,304 0 0
MASIMO CORP COM 574795100 15,552 112,470 SH   SOLE   112,470 0 0
MASTERCARD INC - A COM 57636Q104 5,755 24,443 SH   SOLE   24,443 0 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 64,871 1,220,070 SH   SOLE   1,220,070 0 0
MAXLINEAR INC COM 57776J100 6,216 243,505 SH   SOLE   243,505 0 0
MCDONALD'S CORP COM 580135101 113,278 596,516 SH   SOLE 2 596,516 0 0
MCKESSON CORP COM 58155Q103 2,048 17,502 SH   SOLE   17,502 0 0
MEDICAL PROPERTIES TRUST INC REIT 58463J304 313 16,954 SH   SOLE   16,954 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 53,411 729,262 SH   SOLE 1,2 729,262 0 0
MEDTRONIC PLC COM G5960L103 30,284 332,506 SH   SOLE 2 332,506 0 0
MERCK & CO. INC. COM 58933Y105 146,637 1,763,104 SH   SOLE 2 1,763,104 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 116,397 1,882,534 SH   SOLE 1,2 1,882,534 0 0
METLIFE INC COM 59156R108 1,772 41,639 SH   SOLE   41,639 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 76,629 923,688 SH   SOLE 2 923,688 0 0
MICRON TECHNOLOGY INC COM 595112103 450 10,892 SH   SOLE   10,892 0 0
MICROSOFT CORP COM 594918104 172,757 1,464,792 SH   SOLE 2 1,464,792 0 0
MINERALS TECHNOLOGIES INC COM 603158106 6,256 106,415 SH   SOLE   106,415 0 0
MITSUBISHI UFJ FINL-SPON ADR ADR 606822104 727 146,984 SH   SOLE   146,984 0 0
MIZUHO FINANCIAL GROUP-ADR ADR 60687Y109 341 111,652 SH   SOLE   111,652 0 0
MKS INSTRUMENTS INC COM 55306N104 7,951 85,450 SH   SOLE   85,450 0 0
MOLINA HEALTHCARE INC COM 60855R100 2,438 17,180 SH   SOLE   17,180 0 0
MONARCH CASINO & RESORT INC COM 609027107 5,624 128,065 SH   SOLE   128,065 0 0
MONOLITHIC POWER SYSTEMS INC COM 609839105 8,905 65,731 SH   SOLE   65,731 0 0
MONSTER BEVERAGE CORP COM 61174X109 80,636 1,477,405 SH   SOLE 2 1,477,405 0 0
MOODY'S CORP COM 615369105 69,315 382,766 SH   SOLE 2 382,766 0 0
MORNINGSTAR INC COM 617700109 37,579 298,271 SH   SOLE 2 298,271 0 0
MSA SAFETY INC COM 553498106 24,168 233,739 SH   SOLE 1 233,739 0 0
MSCI INC COM 55354G100 73,795 371,129 SH   SOLE 2 371,129 0 0
NATIONAL GRID PLC-SP ADR ADR 636274409 3,407 61,017 SH   SOLE   61,017 0 0
NATIONAL VISION HOLDINGS INC COM 63845R107 69,156 2,200,319 SH   SOLE 1,2 2,200,319 0 0
NCR CORPORATION COM 62886E108 13,300 487,389 SH   SOLE   487,389 0 0
NEOGEN CORP COM 640491106 7,477 130,297 SH   SOLE   130,297 0 0
NEOGENOMICS INC COM 64049M209 55,355 2,705,536 SH   SOLE 1,2 2,705,536 0 0
NETAPP INC COM 64110D104 3,652 52,671 SH   SOLE   52,671 0 0
NETFLIX INC COM 64110L106 652 1,830 SH   SOLE   1,830 0 0
NEW RESIDENTIAL INVESTMENT REIT 64828T201 18,771 1,110,105 SH   SOLE   1,110,105 0 0
NEWMARKET CORP COM 651587107 1,835 4,234 SH   SOLE   4,234 0 0
NICE LTD - SPON ADR ADR 653656108 17,171 140,165 SH   SOLE   140,165 0 0
NORDSON CORP COM 655663102 2,267 17,112 SH   SOLE   17,112 0 0
NORFOLK SOUTHERN CORP COM 655844108 695 3,720 SH   SOLE   3,720 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 106,368 1,106,389 SH   SOLE 2 1,106,389 0 0
NRG ENERGY INC COM 629377508 5,497 129,408 SH   SOLE   129,408 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 12,933 763,922 SH   SOLE   763,922 0 0
NUVASIVE INC COM 670704105 38,509 678,102 SH   SOLE 1,2 678,102 0 0
NV5 GLOBAL INC COM 62945V109 6,528 109,975 SH   SOLE   109,975 0 0
NXP SEMICONDUCTORS NV COM 62952QAB6 2,804 31,731 SH   SOLE   31,731 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 93,720 1,415,718 SH   SOLE 2 1,415,718 0 0
OCEANEERING INTL INC COM 675232102 1,574 99,872 SH   SOLE   99,872 0 0
OIL STATES INTERNATIONAL INC COM 678026105 4,804 283,288 SH   SOLE   283,288 0 0
OLD DOMINION FREIGHT LINE COM 679580100 49,250 341,095 SH   SOLE 2 341,095 0 0
OLLIE'S BARGAIN OUTLET HOLDI COM 681116109 84,742 993,118 SH   SOLE 1,2 993,118 0 0
OMEGA HEALTHCARE INVESTORS REIT 681936100 576 15,116 SH   SOLE   15,116 0 0
OMNICELL INC COM 68213N109 75,953 939,551 SH   SOLE 1,2 939,551 0 0
OMNICOM GROUP COM 681919106 5,582 76,483 SH   SOLE   76,483 0 0
ORACLE CORP COM 68389X105 3,107 57,861 SH   SOLE   57,861 0 0
ORANGE-SPON ADR ADR 684060106 452 27,760 SH   SOLE   27,760 0 0
ORIX - SPONSORED ADR ADR 686330101 496 6,910 SH   SOLE   6,910 0 0
OSHKOSH CORP COM 688239201 444 5,916 SH   SOLE   5,916 0 0
OWENS-ILLINOIS INC COM 690768403 330 17,423 SH   SOLE   17,423 0 0
PACIFIC PREMIER BANCORP INC COM 69478X105 8,124 306,227 SH   SOLE   306,227 0 0
PACWEST BANCORP COM 695263103 1,763 46,889 SH   SOLE   46,889 0 0
PALO ALTO NETWORKS INC COM 697435105 482 1,987 SH   SOLE   1,987 0 0
PARSLEY ENERGY INC-CLASS A COM 701877102 49,120 2,545,123 SH   SOLE 2 2,545,123 0 0
PATTERSON-UTI ENERGY INC COM 703481101 7,193 513,065 SH   SOLE   513,065 0 0
PAYCOM SOFTWARE INC COM 70432V102 11,121 58,803 SH   SOLE   58,803 0 0
PAYPAL HOLDINGS INC COM 70450Y103 987 9,506 SH   SOLE   9,506 0 0
PEGASYSTEMS INC COM 705573103 78,266 1,204,101 SH   SOLE 1,2 1,204,101 0 0
PENN NATIONAL GAMING INC COM 707569109 66,773 3,322,075 SH   SOLE 1,2 3,322,075 0 0
PENUMBRA INC COM 70975L107 33,042 224,763 SH   SOLE 1,2 224,763 0 0
PEPSICO INC COM 713448108 32,230 262,997 SH   SOLE 2 262,997 0 0
PERSPECTA INC COM 715347100 71,139 3,518,280 SH   SOLE 2 3,518,280 0 0
PFIZER INC COM 717081103 82,481 1,942,112 SH   SOLE   1,942,112 0 0
PHIBRO ANIMAL HEALTH CORP-A COM 71742Q106 10,881 329,751 SH   SOLE   329,751 0 0
PHILIP MORRIS INTERNATIONAL COM 718172109 5,431 61,448 SH   SOLE   61,448 0 0
PJT PARTNERS INC - A COM 69343T107 60,284 1,442,204 SH   SOLE 1,2 1,442,204 0 0
PLAINS ALL AMER PIPELINE LP MLP 726503105 3,819 155,830 SH   SOLE   155,830 0 0
PLANET FITNESS INC - CL A COM 72703H101 174,740 2,542,794 SH   SOLE 1,2 2,542,794 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 84,158 686,111 SH   SOLE 2 686,111 0 0
POLYONE CORPORATION COM 73179P106 7,134 243,424 SH   SOLE   243,424 0 0
POOL CORP COM 73278L105 184,283 1,117,071 SH   SOLE 1,2 1,117,071 0 0
POSCO- SPON ADR ADR 693483109 358 6,489 SH   SOLE   6,489 0 0
PPL CORP COM 69351T106 3,638 114,621 SH   SOLE   114,621 0 0
PRA HEALTH SCIENCES INC COM 69354M108 98,115 889,617 SH   SOLE 1,2 889,617 0 0
PRESTIGE CONSUMER HEALTHCARE COM 74112D101 6,610 220,998 SH   SOLE   220,998 0 0
PRIMO WATER CORP COM 74165N105 5,543 358,581 SH   SOLE   358,581 0 0
PRIMORIS SERVICES CORP COM 74164F103 6,183 298,991 SH   SOLE   298,991 0 0
PROCTER & GAMBLE CO/THE COM 742718109 155,721 1,496,604 SH   SOLE 2 1,496,604 0 0
PROGENICS PHARMACEUTICALS COM 743187106 20,919 4,508,430 SH   SOLE 1,2 4,508,430 0 0
PROGRESSIVE CORP COM 743315103 78,130 1,083,795 SH   SOLE 2 1,083,795 0 0
PROLOGIS INC REIT 74340W103 89,889 1,249,332 SH   SOLE 2 1,249,332 0 0
PROOFPOINT INC COM 743424103 44,756 368,579 SH   SOLE 2 368,579 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 3,908 42,534 SH   SOLE   42,534 0 0
PRUDENTIAL PLC-ADR ADR 74435K204 389 9,691 SH   SOLE   9,691 0 0
PTC INC COM 69370C100 122,854 1,332,767 SH   SOLE 1,2 1,332,767 0 0
PUBLIC SERVICE ENTERPRISE GP COM 744573106 5,613 94,494 SH   SOLE   94,494 0 0
PURE CYCLE CORP COM 746228303 877 89,025 SH   SOLE   89,025 0 0
PVH CORP COM 693656100 5,246 43,018 SH   SOLE   43,018 0 0
Q2 HOLDINGS INC COM 74736L109 10,913 157,568 SH   SOLE 1 157,568 0 0
QUAKER CHEMICAL CORP COM 747316107 197,146 984,109 SH   SOLE 1,2 984,109 0 0
QUALYS INC COM 74758T303 14,245 172,166 SH   SOLE   172,166 0 0
QUANTA SERVICES INC COM 74762E102 1,460 38,692 SH   SOLE   38,692 0 0
QUIDEL CORP COM 74838J101 41,890 639,841 SH   SOLE 1,2 639,841 0 0
QURATE RETAIL INC COM 74915M100 81,011 5,069,552 SH   SOLE 2 5,069,552 0 0
RADIAN GROUP INC COM 750236101 19,680 948,909 SH   SOLE   948,909 0 0
RAYTHEON COMPANY COM 755111507 5,969 32,785 SH   SOLE   32,785 0 0
RBC BEARINGS INC COM 75524B104 8,055 63,347 SH   SOLE   63,347 0 0
REALPAGE INC COM 75606N109 128,989 2,125,387 SH   SOLE 1,2 2,125,387 0 0
REALTY INCOME CORP REIT 756109104 2,839 38,597 SH   SOLE   38,597 0 0
RED ROCK RESORTS INC-CLASS A COM 75700L108 11,218 433,991 SH   SOLE   433,991 0 0
REINSURANCE GROUP OF AMERICA COM 759351604 2,735 19,267 SH   SOLE   19,267 0 0
RELIANCE STEEL & ALUMINUM COM 759509102 13,700 151,789 SH   SOLE   151,789 0 0
REXFORD INDUSTRIAL REALTY IN REIT 76169C100 18,344 512,276 SH   SOLE   512,276 0 0
RINGCENTRAL INC-CLASS A COM 76680R206 73,628 683,008 SH   SOLE 2 683,008 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 116,448 3,425,066 SH   SOLE 1,2 3,425,066 0 0
ROSS STORES INC COM 778296103 514 5,529 SH   SOLE   5,529 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 66,594 581,002 SH   SOLE 2 581,002 0 0
ROYAL DUTCH SHELL-SPON ADR-B ADR 780259107 897 14,039 SH   SOLE   14,039 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 6,933 304,096 SH   SOLE   304,096 0 0
SABRE CORP COM 78573M104 2,219 103,782 SH   SOLE   103,782 0 0
SAGE THERAPEUTICS INC COM 78667J108 85,198 535,672 SH   SOLE 1,2 535,672 0 0
SAIA INC COM 78709Y105 11,780 192,811 SH   SOLE   192,811 0 0
SAILPOINT TECHNOLOGIES HOLDI COM 78781P105 54,779 1,907,371 SH   SOLE 1,2 1,907,371 0 0
SALESFORCE.COM INC COM 79466L302 703 4,440 SH   SOLE   4,440 0 0
SANOFI-ADR ADR 80105N105 759 17,142 SH   SOLE   17,142 0 0
SAREPTA THERAPEUTICS INC COM 803607100 108,882 913,522 SH   SOLE 1,2 913,522 0 0
SBA COMMUNICATIONS CORP REIT 78410G104 154,706 774,851 SH   SOLE   774,851 0 0
SEAGATE TECHNOLOGY COM 0000000NA 4,556 95,135 SH   SOLE   95,135 0 0
SEATTLE GENETICS INC COM 812578102 47,682 651,039 SH   SOLE   651,039 0 0
SEMPRA ENERGY COM 816851109 70,898 563,308 SH   SOLE 2 563,308 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 60,433 891,481 SH   SOLE 1,2 891,481 0 0
SERITAGE GROWTH PROP- A REIT REIT 81752R100 66,581 1,498,227 SH   SOLE 1,2 1,498,227 0 0
SERVICEMASTER GLOBAL HOLDING COM 81761R109 50,673 1,085,085 SH   SOLE 2 1,085,085 0 0
SERVICENOW INC COM 81762P102 142,764 579,190 SH   SOLE 2 579,190 0 0
SHOPIFY INC - CLASS A COM 82509L107 70,246 339,976 SH   SOLE 2 339,976 0 0
SILICON LABORATORIES INC COM 826919102 46,811 578,916 SH   SOLE 1,2 578,916 0 0
SIMON PROPERTY GROUP INC REIT 828806109 11,453 62,861 SH   SOLE 2 62,861 0 0
SIMPLY GOOD FOODS CO/THE COM 82900L102 19,336 939,135 SH   SOLE   939,135 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 2,815 47,507 SH   SOLE   47,507 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 105,230 18,559,195 SH   SOLE 2 18,559,195 0 0
SK TELECOM CO LTD-SPON ADR ADR 78440P108 422 17,266 SH   SOLE   17,266 0 0
SMITH & NEPHEW PLC -SPON ADR ADR 83175M205 642 16,024 SH   SOLE   16,024 0 0
SMITH (A.O.) CORP COM 831865209 50,624 949,442 SH   SOLE 2 949,442 0 0
SNAP-ON INC COM 833034101 2,686 17,162 SH   SOLE   17,162 0 0
SONY CORP-SPONSORED ADR ADR 835699307 340 8,064 SH   SOLE   8,064 0 0
SOTHEBY'S COM 835898107 6,419 170,059 SH   SOLE   170,059 0 0
SOUTH STATE CORP COM 840441109 11,782 172,409 SH   SOLE   172,409 0 0
SOUTHERN CO/THE COM 842587107 4,317 83,537 SH   SOLE   83,537 0 0
SPDR BBG BARC HIGH YIELD BND ETP 78464A417 4,799 133,420 SH   SOLE   133,420 0 0
SPIRE INC COM 84857L101 13,674 166,171 SH   SOLE   166,171 0 0
SPLUNK INC COM 848637104 107,338 861,467 SH   SOLE 2 861,467 0 0
SQUARE INC - A COM 852234103 53,337 711,927 SH   SOLE 2 711,927 0 0
SRC ENERGY INC COM 78470V108 2,526 493,504 SH   SOLE   493,504 0 0
SS&C TECHNOLOGIES HOLDINGS COM 78467J100 653 10,254 SH   SOLE   10,254 0 0
STAG INDUSTRIAL INC REIT 85254J102 19,598 660,989 SH   SOLE   660,989 0 0
STEEL DYNAMICS INC COM 858119100 3,451 97,868 SH   SOLE   97,868 0 0
STEPAN CO COM 858586100 13,988 159,837 SH   SOLE   159,837 0 0
STEVEN MADDEN LTD COM 556269108 85,118 2,515,315 SH   SOLE 1,2 2,515,315 0 0
STIFEL FINANCIAL CORP COM 860630102 37,167 704,470 SH   SOLE 1,2 704,470 0 0
STMICROELECTRONICS NV-NY SHS NY Reg Shrs 861012102 333 22,490 SH   SOLE   22,490 0 0
STORE CAPITAL CORP REIT 862121100 7,565 225,847 SH   SOLE   225,847 0 0
SUMITOMO MITSUI-SPONS ADR ADR 86562M209 425 60,482 SH   SOLE   60,482 0 0
SUMMIT MATERIALS INC -CL A COM 86614U100 49,696 3,131,472 SH   SOLE 1,2 3,131,472 0 0
SYNCHRONY FINANCIAL COM 87165B103 1,637 51,341 SH   SOLE   51,341 0 0
SYNOPSYS INC COM 871607107 93,372 810,873 SH   SOLE 2 810,873 0 0
SYSCO CORP COM 871829107 27,108 406,054 SH   SOLE 2 406,054 0 0
TABLEAU SOFTWARE INC-CL A COM 87336U105 150,171 1,179,855 SH   SOLE 1,2 1,179,855 0 0
TABULA RASA HEALTHCARE INC COM 873379101 5,824 103,233 SH   SOLE   103,233 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 75,741 802,603 SH   SOLE 1,2 802,603 0 0
TANDEM DIABETES CARE INC COM 875372203 82,996 1,307,033 SH   SOLE 1,2 1,307,033 0 0
TEAM INC COM 878155100 9,104 520,235 SH   SOLE   520,235 0 0
TELADOC HEALTH INC COM 87918A105 56,513 1,016,427 SH   SOLE 1,2 1,016,427 0 0
TELEFLEX INC COM 879369106 2,592 8,579 SH   SOLE   8,579 0 0
TELEFONICA SA-SPON ADR ADR 879382208 324 38,761 SH   SOLE   38,761 0 0
TENABLE HOLDINGS INC COM 88025T102 3,324 105,000 SH   SOLE 1 105,000 0 0
TERADATA CORP COM 88076W103 17,832 408,523 SH   SOLE   408,523 0 0
TERADYNE INC COM 880770102 2,969 74,538 SH   SOLE   74,538 0 0
TERRENO REALTY CORP REIT 88146M101 14,004 333,113 SH   SOLE   333,113 0 0
TETRA TECH INC COM 88162G103 8,067 135,377 SH   SOLE   135,377 0 0
TEVA PHARMACEUTICAL-SP ADR ADR 881624209 305 19,497 SH   SOLE   19,497 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 8,344 152,864 SH   SOLE   152,864 0 0
TEXAS ROADHOUSE INC COM 882681109 6,222 100,054 SH   SOLE   100,054 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,783 17,476 SH   SOLE   17,476 0 0
THERMON GROUP HOLDINGS INC COM 88362T103 46,472 1,896,068 SH   SOLE 1,2 1,896,068 0 0
TIVITY HEALTH INC COM 88870R102 6,613 376,638 SH   SOLE   376,638 0 0
TOPBUILD CORP COM 89055F103 7,796 120,286 SH   SOLE   120,286 0 0
TORO CO COM 891092108 8,236 119,648 SH   SOLE   119,648 0 0
TOTAL SA-SPON ADR ADR 89151E109 76,813 1,380,303 SH   SOLE   1,380,303 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 6,732 70,861 SH   SOLE   70,861 0 0
TOYOTA MOTOR CORP -SPON ADR ADR 892331307 978 8,288 SH   SOLE   8,288 0 0
TPI COMPOSITES INC COM 87266J104 9,618 336,073 SH   SOLE   336,073 0 0
TRANSENTERIX INC COM 89366M201 867 364,475 SH   SOLE   364,475 0 0
TRANSUNION COM 89400J107 107,369 1,606,365 SH   SOLE   1,606,365 0 0
TREX COMPANY INC COM 89531P105 106,508 1,731,289 SH   SOLE 1 1,731,289 0 0
TRICO BANCSHARES COM 896095106 14,219 361,903 SH   SOLE   361,903 0 0
TRUPANION INC COM 898202106 15,194 464,092 SH   SOLE   464,092 0 0
TWITTER INC COM 90184L102 108,058 3,286,454 SH   SOLE   3,286,454 0 0
TYLER TECHNOLOGIES INC COM 902252105 84,613 413,961 SH   SOLE 2 413,961 0 0
TYSON FOODS INC-CL A COM 902494103 453 6,526 SH   SOLE   6,526 0 0
UGI CORP COM 902681105 2,689 48,535 SH   SOLE   48,535 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 49,721 150,611 SH   SOLE 1,2 150,611 0 0
UMB FINANCIAL CORP COM 902788108 17,806 278,055 SH   SOLE 2 278,055 0 0
UMPQUA HOLDINGS CORP COM 904214103 3,754 227,566 SH   SOLE   227,566 0 0
UNIFIRST CORP/MA COM 904708104 7,948 51,781 SH   SOLE   51,781 0 0
UNILEVER N V -NY SHARES NY Reg Shrs 904784709 252 4,327 SH   SOLE   4,327 0 0
UNION BANKSHARES CORP COM 90539J109 15,641 483,808 SH   SOLE   483,808 0 0
UNION PACIFIC CORP COM 907818108 45,657 273,073 SH   SOLE 2 273,073 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 2,339 29,320 SH   SOLE   29,320 0 0
UNITED RENTALS INC COM 911363109 47,077 412,060 SH   SOLE 2 412,060 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,933 44,217 SH   SOLE   44,217 0 0
UNIVERSAL ELECTRONICS INC COM 913483103 86,071 2,316,854 SH   SOLE 1,2 2,316,854 0 0
US FOODS HOLDING CORP COM 912008109 3,479 99,675 SH   SOLE   99,675 0 0
VAIL RESORTS INC COM 91879Q109 85,679 394,291 SH   SOLE 2 394,291 0 0
VALERO ENERGY CORP COM 91913Y100 1,873 22,085 SH   SOLE   22,085 0 0
VANGUARD MORTGAGE-BACKED SECURITIES ETF ETP 92206C771 1,333 25,459 SH   SOLE   25,459 0 0
VERINT SYSTEMS INC COM 92343X100 17,944 299,775 SH   SOLE   299,775 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 11,289 190,924 SH   SOLE   190,924 0 0
VIACOM INC-CLASS B COM 92553P201 2,230 79,474 SH   SOLE   79,474 0 0
VIAVI SOLUTIONS INC COM 925550105 11,356 917,288 SH   SOLE   917,288 0 0
VIPER ENERGY PARTNERS LP Ltd Part 92763M105 86,412 2,605,921 SH   SOLE 1,2 2,605,921 0 0
VISA INC-CLASS A SHARES COM 92826C839 5,673 36,325 SH   SOLE   36,325 0 0
VISTEON CORP COM 92839U206 28,233 419,200 SH   SOLE 1,2 419,200 0 0
WABCO HOLDINGS INC COM 92927K102 2,376 18,027 SH   SOLE   18,027 0 0
WABTEC CORP COM 929740108 35,984 488,118 SH   SOLE 2 488,118 0 0
WAGEWORKS INC COM 930427109 35,285 934,458 SH   SOLE 1,2 934,458 0 0
WALMART INC COM 931142103 6,159 63,152 SH   SOLE   63,152 0 0
WALT DISNEY CO/THE COM 254687106 453 4,082 SH   SOLE   4,082 0 0
WASTE CONNECTIONS INC COM 94106B101 194,985 2,200,770 SH   SOLE 2 2,200,770 0 0
WATERS CORP COM 941848103 1,958 7,781 SH   SOLE   7,781 0 0
WATSCO INC COM 942622200 10,363 72,363 SH   SOLE   72,363 0 0
WAYSIDE TECHNOLOGY GROUP INC COM 946760105 2,022 181,401 SH   SOLE   181,401 0 0
WD-40 CO COM 929236107 8,552 50,473 SH   SOLE   50,473 0 0
WELBILT INC COM 949090104 7,671 468,341 SH   SOLE   468,341 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 62,572 231,966 SH   SOLE 2 231,966 0 0
WELLS FARGO & CO COM 949746101 107,347 2,221,602 SH   SOLE 2 2,221,602 0 0
WELLTOWER INC REIT 95040Q104 6,734 86,780 SH   SOLE   86,780 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 41,032 372,343 SH   SOLE 1,2 372,343 0 0
WEX INC COM 96208T104 33,846 176,291 SH   SOLE 2 176,291 0 0
WEYERHAEUSER CO REIT 962166104 851 32,309 SH   SOLE   32,309 0 0
WHITE MOUNTAINS INSURANCE GP COM G9618E107 12,098 13,073 SH   SOLE   13,073 0 0
WILEY (JOHN) & SONS-CLASS A COM 968223206 8,961 202,667 SH   SOLE   202,667 0 0
WILLDAN GROUP INC COM 96924N100 16,383 441,954 SH   SOLE   441,954 0 0
WINGSTOP INC COM 974155103 54,215 713,079 SH   SOLE 1,2 713,079 0 0
WINTRUST FINANCIAL CORP COM 97650W108 1,446 21,478 SH   SOLE   21,478 0 0
WIPRO LTD-ADR ADR 97651M109 241 60,724 SH   SOLE   60,724 0 0
WOLVERINE WORLD WIDE INC COM 978097103 15,339 429,316 SH   SOLE   429,316 0 0
WOODWARD INC COM 980745103 121,847 1,284,096 SH   SOLE 1,2 1,284,096 0 0
WORKDAY INC-CLASS A COM 98138H101 325 1,690 SH   SOLE   1,690 0 0
WORLDPAY INC-CLASS A COM 981558109 83,261 733,585 SH   SOLE 2 733,585 0 0
WRIGHT MEDICAL GROUP NV COM N96617118 33,141 1,053,777 SH   SOLE 1,2 1,053,777 0 0
WSFS FINANCIAL CORP COM 929328102 11,333 293,605 SH   SOLE   293,605 0 0
WW GRAINGER INC COM 384802104 47,173 156,759 SH   SOLE 2 156,759 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 222 4,460 SH   SOLE   4,460 0 0
XILINX INC COM 983919101 4,571 36,057 SH   SOLE   36,057 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 46,989 1,653,395 SH   SOLE 2 1,653,395 0 0
ZEBRA TECHNOLOGIES CORP-CL A COM 989207105 1,421 6,782 SH   SOLE   6,782 0 0
ZILLOW GROUP INC - C COM 98954M200 3,904 1,583,228 SH   SOLE 2 1,583,228 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 5,383 42,157 SH   SOLE   42,157 0 0
ZIONS BANCORP NA COM 989701107 1,946 42,857 SH   SOLE   42,857 0 0
ZOETIS INC COM 98978V103 85,904 853,328 SH   SOLE 2 853,328 0 0
ZOGENIX INC COM 98978L204 51,601 938,041 SH   SOLE 1,2 938,041 0 0
ZUORA INC - CLASS A COM 98983V106 9,951 496,813 SH   SOLE 1 496,813 0 0
ZYNGA INC - CL A COM 98986T108 15,728 2,950,914 SH   SOLE   2,950,914 0 0