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 | 133,770 | 1,888,080 | SH | SOLE | 1,857,145 | 0 | 30,935 | ||
AAC Holdings Inc. | COM | 000307108 | 3,400 | 1,847,900 | SH | SOLE | 1,847,900 | 0 | 0 | ||
Acceleron Pharma Inc | COM | 00434H108 | 42,878 | 920,715 | SH | SOLE | 903,915 | 0 | 16,800 | ||
ACI Worldwide Inc. | COM | 004498101 | 51,118 | 1,555,160 | SH | SOLE | 1,522,360 | 0 | 32,800 | ||
Addus Home Care Corp | COM | 006739106 | 56,133 | 882,730 | SH | SOLE | 882,730 | 0 | 0 | ||
Adobe Inc. | COM | 00724F101 | 6,721 | 25,220 | SH | SOLE | 24,120 | 0 | 1,100 | ||
Aercap Holdings NV | SHS | N00985106 | 61,450 | 1,320,375 | SH | SOLE | 1,026,275 | 0 | 294,100 | ||
Agilent Technologies Inc | COM | 00846U101 | 80,999 | 1,007,700 | SH | SOLE | 723,250 | 0 | 284,450 | ||
Albany International Corp | CL A | 012348108 | 77,502 | 1,082,575 | SH | SOLE | 1,082,575 | 0 | 0 | ||
Alphabet Inc Class C | CAP STK CL C | 02079K107 | 14,167 | 12,074 | SH | SOLE | 11,537 | 0 | 537 | ||
Altice USA Inc | CL A | 02156K103 | 77,816 | 3,622,700 | SH | SOLE | 2,597,075 | 0 | 1,025,625 | ||
Amazon.com Inc. | COM | 023135106 | 15,916 | 8,938 | SH | SOLE | 8,550 | 0 | 388 | ||
Amdocs Limited | SHS | G02602103 | 86,224 | 1,593,500 | SH | SOLE | 1,168,950 | 0 | 424,550 | ||
American Renal Associates | COM | 029227105 | 5,866 | 955,431 | SH | SOLE | 955,431 | 0 | 0 | ||
AMERISAFE Inc. | COM | 03071H100 | 21,079 | 354,862 | SH | SOLE | 354,862 | 0 | 0 | ||
Ametek Inc | COM | 031100100 | 88,585 | 1,067,670 | SH | SOLE | 791,765 | 0 | 275,905 | ||
Amphenol Corp. Cl A | CL A | 032095101 | 69,395 | 734,800 | SH | SOLE | 527,575 | 0 | 207,225 | ||
Apergy Corporation | COM | 03755L104 | 19,315 | 470,400 | SH | SOLE | 470,400 | 0 | 0 | ||
Apollo Global Management | CL A SHS | 037612306 | 117,870 | 4,172,375 | SH | SOLE | 3,303,575 | 0 | 868,800 | ||
Apple Inc | COM | 037833100 | 4,415 | 23,245 | SH | SOLE | 22,225 | 0 | 1,020 | ||
AptarGroup Inc. | COM | 038336103 | 15,693 | 147,500 | SH | SOLE | 140,200 | 0 | 7,300 | ||
APTIV Plc | SHS | G6095L109 | 55,571 | 699,100 | SH | SOLE | 501,950 | 0 | 197,150 | ||
Argenx SE ADR | SPONSORED ADR | 04016X101 | 15,375 | 123,155 | SH | SOLE | 123,155 | 0 | 0 | ||
Argo Group International | COM | G0464B107 | 31,691 | 448,500 | SH | SOLE | 448,500 | 0 | 0 | ||
ASGN Incorporated | COM | 00191U102 | 97,816 | 1,540,655 | SH | SOLE | 1,535,595 | 0 | 5,060 | ||
Assured Guaranty Ltd | COM | G0585R106 | 64,161 | 1,444,100 | SH | SOLE | 1,036,400 | 0 | 407,700 | ||
Atlassian Corporation Plc | CL A | G06242104 | 46,754 | 416,000 | SH | SOLE | 298,675 | 0 | 117,325 | ||
Avalara Inc | COM | 05338G106 | 101,595 | 1,821,025 | SH | SOLE | 1,439,365 | 0 | 381,660 | ||
Beacon Roofing Supply Inc | COM | 073685109 | 98,126 | 3,051,176 | SH | SOLE | 2,997,446 | 0 | 53,730 | ||
BJs Wholesale Club Holdin | COM | 05550J101 | 83,230 | 3,037,590 | SH | SOLE | 2,983,590 | 0 | 54,000 | ||
BlackLine Inc | COM | 09239B109 | 43,351 | 935,910 | SH | SOLE | 935,910 | 0 | 0 | ||
Blueprint Medicines Corp. | COM | 09627Y109 | 68,412 | 854,620 | SH | SOLE | 839,920 | 0 | 14,700 | ||
Booz Allen & Hamilton Inc | CL A | 099502106 | 204,967 | 3,525,400 | SH | SOLE | 2,712,900 | 0 | 812,500 | ||
Bottomline Technologies I | COM | 101388106 | 56,936 | 1,136,680 | SH | SOLE | 1,136,680 | 0 | 0 | ||
Bright Horizons Family So | COM | 109194100 | 79,554 | 625,870 | SH | SOLE | 600,165 | 0 | 25,705 | ||
Broadridge Financial Solu | COM | 11133T103 | 48,226 | 465,100 | SH | SOLE | 447,100 | 0 | 18,000 | ||
Brooks Automation Inc. | COM | 114340102 | 37,997 | 1,295,500 | SH | SOLE | 1,295,500 | 0 | 0 | ||
Brunswick Corp. | COM | 117043109 | 98,317 | 1,953,440 | SH | SOLE | 1,538,265 | 0 | 415,175 | ||
Burlington Stores Inc | COM | 122017106 | 75,520 | 482,000 | SH | SOLE | 346,550 | 0 | 135,450 | ||
BWX Technologies Inc. | COM | 05605H100 | 142,983 | 2,883,875 | SH | SOLE | 2,282,480 | 0 | 601,395 | ||
Cable One Inc | COM | 12685J105 | 66,703 | 67,969 | SH | SOLE | 67,169 | 0 | 800 | ||
Cabot Microelectronics Co | COM | 12709P103 | 34,697 | 309,903 | SH | SOLE | 309,903 | 0 | 0 | ||
Cactus Inc Cl A | CL A | 127203107 | 38,444 | 1,079,895 | SH | SOLE | 1,061,395 | 0 | 18,500 | ||
Cadence BanCorporation | CL A | 12739A100 | 43,842 | 2,363,450 | SH | SOLE | 2,363,450 | 0 | 0 | ||
Callaway Golf Co. | COM | 131193104 | 37,876 | 2,377,630 | SH | SOLE | 2,377,630 | 0 | 0 | ||
Casella Waste Systems Inc | CL A | 147448104 | 27,427 | 771,300 | SH | SOLE | 771,300 | 0 | 0 | ||
CBRE Group Inc | CL A | 12504L109 | 164,560 | 3,327,800 | SH | SOLE | 2,345,550 | 0 | 982,250 | ||
Centene Corp. | COM | 15135B101 | 62,426 | 1,175,625 | SH | SOLE | 844,525 | 0 | 331,100 | ||
Charles River Laboratorie | COM | 159864107 | 125,434 | 863,575 | SH | SOLE | 687,625 | 0 | 175,950 | ||
Chegg Inc | COM | 163092109 | 59,552 | 1,562,220 | SH | SOLE | 1,542,720 | 0 | 19,500 | ||
Chemed Corp. | COM | 16359R103 | 54,316 | 169,700 | SH | SOLE | 123,650 | 0 | 46,050 | ||
Cintas Corp. | COM | 172908105 | 77,368 | 382,800 | SH | SOLE | 275,175 | 0 | 107,625 | ||
Circor International Inc. | COM | 17273K109 | 31,510 | 966,570 | SH | SOLE | 966,570 | 0 | 0 | ||
Cision Ltd. | SHS | G1992S109 | 62,310 | 4,525,035 | SH | SOLE | 4,478,035 | 0 | 47,000 | ||
Clean Harbors Inc | COM | 184496107 | 121,321 | 1,696,082 | SH | SOLE | 1,671,582 | 0 | 24,500 | ||
Cogent Communications Gro | COM NEW | 19239V302 | 38,060 | 701,570 | SH | SOLE | 701,570 | 0 | 0 | ||
Cognex Corp. | COM | 192422103 | 15,833 | 311,300 | SH | SOLE | 298,300 | 0 | 13,000 | ||
Comcast Corp. Cl A | CL A | 20030N101 | 7,478 | 187,035 | SH | SOLE | 178,895 | 0 | 8,140 | ||
Concho Resources Inc | COM | 20605P101 | 78,593 | 708,300 | SH | SOLE | 509,100 | 0 | 199,200 | ||
Copart Inc. | COM | 217204106 | 74,235 | 1,225,200 | SH | SOLE | 880,350 | 0 | 344,850 | ||
Corporacion America Airpo | COM | L1995B107 | 83 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
Costar Group Inc | COM | 22160N109 | 185,805 | 398,365 | SH | SOLE | 322,340 | 0 | 76,025 | ||
Coupa Software Incorporat | COM | 22266L106 | 82,228 | 903,800 | SH | SOLE | 787,475 | 0 | 116,325 | ||
Covetrus Inc | COM | 22304C100 | 11,077 | 347,800 | SH | SOLE | 331,200 | 0 | 16,600 | ||
Cushman & Wakefield PLC | SHS | G2717B108 | 38,649 | 2,171,300 | SH | SOLE | 2,091,300 | 0 | 80,000 | ||
Davita Inc | COM | 23918K108 | 91,967 | 1,694,000 | SH | SOLE | 1,226,200 | 0 | 467,800 | ||
DexCom Inc. | COM | 252131107 | 28,798 | 241,800 | SH | SOLE | 173,000 | 0 | 68,800 | ||
Dolby Laboratories Inc. C | COM CL A | 25659T107 | 83,045 | 1,318,800 | SH | SOLE | 947,325 | 0 | 371,475 | ||
Domino's Pizza Inc. | COM | 25754A201 | 93,506 | 362,285 | SH | SOLE | 267,070 | 0 | 95,215 | ||
Elanco Animal Health Inco | COM | 28414H103 | 66,735 | 2,080,930 | SH | SOLE | 1,557,685 | 0 | 523,245 | ||
Elastic NV | ORD SHS | N14506104 | 18,474 | 231,300 | SH | SOLE | 181,575 | 0 | 49,725 | ||
EMCOR Group Inc | COM | 29084Q100 | 100,552 | 1,375,910 | SH | SOLE | 1,353,910 | 0 | 22,000 | ||
Encompass Health Corporat | COM | 29261A100 | 55,992 | 958,772 | SH | SOLE | 922,772 | 0 | 36,000 | ||
Entegris Inc. | COM | 29362U104 | 115,364 | 3,232,400 | SH | SOLE | 2,521,325 | 0 | 711,075 | ||
Envestnet Inc. | COM | 29404K106 | 30,983 | 473,825 | SH | SOLE | 473,825 | 0 | 0 | ||
ETSY Inc | COM | 29786A106 | 12,059 | 179,400 | SH | SOLE | 170,661 | 0 | 8,739 | ||
Evo Payments Inc Class A | CL A COM | 26927E104 | 62,750 | 2,160,070 | SH | SOLE | 2,137,570 | 0 | 22,500 | ||
Exela Technologies Inc | COM | 30162V102 | 9,740 | 2,916,294 | SH | SOLE | 2,916,294 | 0 | 0 | ||
Exlservice Holdings Inc | COM | 302081104 | 58,870 | 980,836 | SH | SOLE | 980,836 | 0 | 0 | ||
Exponent Inc. | COM | 30214U102 | 44,476 | 770,545 | SH | SOLE | 770,545 | 0 | 0 | ||
Facebook Inc | CL A | 30303M102 | 8,380 | 50,275 | SH | SOLE | 48,080 | 0 | 2,195 | ||
Fleetcor Technologies Inc | COM | 339041105 | 134,499 | 545,435 | SH | SOLE | 405,885 | 0 | 139,550 | ||
Floor & Decor Holdings In | CL A | 339750101 | 50,221 | 1,218,355 | SH | SOLE | 1,198,355 | 0 | 20,000 | ||
Focus Financial Partners | COM CL A | 34417P100 | 44,942 | 1,261,000 | SH | SOLE | 1,261,000 | 0 | 0 | ||
Gartner Inc | COM | 366651107 | 163,974 | 1,081,050 | SH | SOLE | 829,000 | 0 | 252,050 | ||
Global Payments Inc | COM | 37940X102 | 289,885 | 2,123,390 | SH | SOLE | 1,527,595 | 0 | 595,795 | ||
Grand Canyon Education In | COM | 38526M106 | 43,633 | 381,045 | SH | SOLE | 365,940 | 0 | 15,105 | ||
Green Dot Corp Class A | CL A | 39304D102 | 18,215 | 300,330 | SH | SOLE | 300,330 | 0 | 0 | ||
Grubhub Inc | COM | 400110102 | 53,426 | 769,050 | SH | SOLE | 604,550 | 0 | 164,500 | ||
Guidewire Software Inc | COM | 40171V100 | 18,266 | 188,000 | SH | SOLE | 178,500 | 0 | 9,500 | ||
Hamilton Lane Inc Class A | CL A | 407497106 | 75,205 | 1,725,685 | SH | SOLE | 1,697,185 | 0 | 28,500 | ||
Health Insurance Innovati | COM CL A | 42225K106 | 37,158 | 1,385,445 | SH | SOLE | 1,364,445 | 0 | 21,000 | ||
Healthcare Services Group | COM | 421906108 | 48,226 | 1,461,830 | SH | SOLE | 1,461,830 | 0 | 0 | ||
Healthequity Inc | COM | 42226A107 | 22,416 | 303,000 | SH | SOLE | 288,000 | 0 | 15,000 | ||
Henry Schein Inc. | COM | 806407102 | 45,882 | 763,300 | SH | SOLE | 548,400 | 0 | 214,900 | ||
Hexcel Corp. | COM | 428291108 | 92,529 | 1,337,900 | SH | SOLE | 1,014,575 | 0 | 323,325 | ||
Hilton Grand Vacations In | COM | 43283X105 | 64,193 | 2,080,797 | SH | SOLE | 2,042,797 | 0 | 38,000 | ||
Home Depot Inc. | COM | 437076102 | 7,024 | 36,605 | SH | SOLE | 34,995 | 0 | 1,610 | ||
Houlihan Lokey Inc | CL A | 441593100 | 18,187 | 396,668 | SH | SOLE | 396,668 | 0 | 0 | ||
Hudson Ltd CL A | COM CL A | G46408103 | 38,647 | 2,810,700 | SH | SOLE | 2,810,700 | 0 | 0 | ||
IAC/InterActiveCorp. | COM | 44919P508 | 68,118 | 324,200 | SH | SOLE | 232,975 | 0 | 91,225 | ||
ICF International Inc. | COM | 44925C103 | 18,023 | 236,900 | SH | SOLE | 236,900 | 0 | 0 | ||
IHS Markit Ltd. | SHS | G47567105 | 52,411 | 963,800 | SH | SOLE | 691,125 | 0 | 272,675 | ||
Imax Corporation | COM | 45245E109 | 47,442 | 2,091,791 | SH | SOLE | 2,071,791 | 0 | 20,000 | ||
Immunomedics Inc. | COM | 452907108 | 44,379 | 2,310,200 | SH | SOLE | 2,271,200 | 0 | 39,000 | ||
Innovative Industrial Pro | COM | 45781V101 | 12,196 | 149,300 | SH | SOLE | 149,300 | 0 | 0 | ||
Inspire Medical Systems I | COM | 457730109 | 20,609 | 362,965 | SH | SOLE | 362,965 | 0 | 0 | ||
Instructure Inc | COM | 45781U103 | 67,386 | 1,430,085 | SH | SOLE | 1,430,085 | 0 | 0 | ||
Integer Holdings Corp | COM | 45826H109 | 52,820 | 700,350 | SH | SOLE | 687,050 | 0 | 13,300 | ||
Intercontinental Exchange | COM | 45866F104 | 6,122 | 80,410 | SH | SOLE | 76,895 | 0 | 3,515 | ||
International Flavors & F | COM | 459506101 | 93,192 | 723,600 | SH | SOLE | 528,200 | 0 | 195,400 | ||
International Game Techno | SHS USD | G4863A108 | 28,332 | 2,181,100 | SH | SOLE | 1,670,800 | 0 | 510,300 | ||
Intuit Inc. | COM | 461202103 | 8,489 | 32,475 | SH | SOLE | 31,050 | 0 | 1,425 | ||
iRhythm Technologies Inc | COM | 450056106 | 29,798 | 397,525 | SH | SOLE | 397,525 | 0 | 0 | ||
iShares MSCI India ETF | MSCI INDIA ETF | 46429B598 | 14 | 400 | SH | SOLE | 400 | 0 | 0 | ||
ITT Inc | COM | 45073V108 | 22,318 | 384,800 | SH | SOLE | 367,800 | 0 | 17,000 | ||
J2 Global Inc. | COM | 48123V102 | 111,888 | 1,292,008 | SH | SOLE | 1,272,208 | 0 | 19,800 | ||
Jack Henry and Associates | COM | 426281101 | 63,238 | 455,800 | SH | SOLE | 437,800 | 0 | 18,000 | ||
Kennedy-Wilson Holdings I | COM | 489398107 | 66,549 | 3,111,233 | SH | SOLE | 3,111,233 | 0 | 0 | ||
Knight Transportation Inc | CL A | 499049104 | 73,395 | 2,245,884 | SH | SOLE | 1,778,184 | 0 | 467,700 | ||
L3 Technologies Inc | COM | 502413107 | 67,008 | 324,700 | SH | SOLE | 233,575 | 0 | 91,125 | ||
Lam Research Corp. | COM | 512807108 | 60,613 | 338,600 | SH | SOLE | 243,300 | 0 | 95,300 | ||
Lamb Weston Holdings Inc | COM | 513272104 | 75,667 | 1,009,700 | SH | SOLE | 725,600 | 0 | 284,100 | ||
LHC Group | COM | 50187A107 | 93,372 | 842,252 | SH | SOLE | 828,152 | 0 | 14,100 | ||
Littelfuse Inc. | COM | 537008104 | 61,233 | 335,560 | SH | SOLE | 329,560 | 0 | 6,000 | ||
Martin Marietta Materials | COM | 573284106 | 95,098 | 472,700 | SH | SOLE | 339,600 | 0 | 133,100 | ||
Marvell Technology Group | ORD | G5876H105 | 124,223 | 6,245,498 | SH | SOLE | 4,844,448 | 0 | 1,401,050 | ||
Matador Resources Company | COM | 576485205 | 46,584 | 2,409,955 | SH | SOLE | 2,366,255 | 0 | 43,700 | ||
MGP Ingredients Inc. | COM | 55303J106 | 34,099 | 441,985 | SH | SOLE | 441,985 | 0 | 0 | ||
Microchip Technology Inc. | COM | 595017104 | 44,915 | 541,400 | SH | SOLE | 388,700 | 0 | 152,700 | ||
Microsoft Corp. | COM | 594918104 | 18,809 | 159,480 | SH | SOLE | 152,485 | 0 | 6,995 | ||
Mirati Therapeutics Inc. | COM | 60468T105 | 17,687 | 241,300 | SH | SOLE | 236,800 | 0 | 4,500 | ||
MKS Instruments Inc. | COM | 55306N104 | 95,728 | 1,028,780 | SH | SOLE | 1,011,780 | 0 | 17,000 | ||
Monolithic Power Systems | COM | 609839105 | 81,545 | 601,850 | SH | SOLE | 466,075 | 0 | 135,775 | ||
Monro Inc. | COM | 610236101 | 60,923 | 704,149 | SH | SOLE | 697,649 | 0 | 6,500 | ||
MorphoSys AG ADR | SPONSORED ADS | 617760202 | 16,324 | 718,500 | SH | SOLE | 685,700 | 0 | 32,800 | ||
National Storage Affiliat | COM SHS BEN IN | 637870106 | 21,799 | 764,595 | SH | SOLE | 764,595 | 0 | 0 | ||
National Vision Holdings | COM | 63845R107 | 96,935 | 3,084,140 | SH | SOLE | 3,037,640 | 0 | 46,500 | ||
Netflix Inc. | COM | 64110L106 | 5,805 | 16,280 | SH | SOLE | 15,575 | 0 | 705 | ||
New Relic Inc | COM | 64829B100 | 19,049 | 193,000 | SH | SOLE | 193,000 | 0 | 0 | ||
NICE Ltd | SPONSORED ADR | 653656108 | 22,866 | 186,650 | SH | SOLE | 178,350 | 0 | 8,300 | ||
NLight Inc | COM | 65487K100 | 41,000 | 1,840,205 | SH | SOLE | 1,840,205 | 0 | 0 | ||
Nordson Corporation | COM | 655663102 | 77,409 | 584,130 | SH | SOLE | 454,155 | 0 | 129,975 | ||
Novocure Ltd | ORD SHS | G6674U108 | 47,611 | 988,390 | SH | SOLE | 970,890 | 0 | 17,500 | ||
NVIDIA Corp. | COM | 67066G104 | 3,125 | 17,405 | SH | SOLE | 16,605 | 0 | 800 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 135,478 | 348,900 | SH | SOLE | 255,275 | 0 | 93,625 | ||
Ollie s Bargain Outlet Ho | COM | 681116109 | 48,425 | 567,500 | SH | SOLE | 567,500 | 0 | 0 | ||
OneSpaWorld Holdings Limi | COM | P73684113 | 37,702 | 2,760,000 | SH | SOLE | 2,760,000 | 0 | 0 | ||
PacWest Bancorp. | COM | 695263103 | 13,549 | 360,257 | SH | SOLE | 345,857 | 0 | 14,400 | ||
PagSeguro Digital Ltd Cl | COM CL A | G68707101 | 16,280 | 545,400 | SH | SOLE | 518,400 | 0 | 27,000 | ||
Paylocity Holding Corp | COM | 70438V106 | 125,958 | 1,412,248 | SH | SOLE | 1,386,748 | 0 | 25,500 | ||
Paypal Inc | COM | 70450Y103 | 8,231 | 79,270 | SH | SOLE | 75,805 | 0 | 3,465 | ||
Pegasystems Inc. | COM | 705573103 | 45,563 | 700,975 | SH | SOLE | 700,975 | 0 | 0 | ||
Performance Foods Group C | COM | 71377A103 | 29,106 | 734,250 | SH | SOLE | 701,750 | 0 | 32,500 | ||
Petiq Inc | COM CL A | 71639T106 | 39,950 | 1,271,900 | SH | SOLE | 1,248,400 | 0 | 23,500 | ||
Pivotal Software Inc CLA | COM CL A | 72582H107 | 64,158 | 3,077,100 | SH | SOLE | 2,349,300 | 0 | 727,800 | ||
Planet Fitness Inc Cla | CL A | 72703H101 | 29,481 | 429,000 | SH | SOLE | 412,500 | 0 | 16,500 | ||
PluralSight Inc Cl A | COM CL A | 72941B106 | 129,137 | 4,068,600 | SH | SOLE | 4,008,400 | 0 | 60,200 | ||
Pool Corporation | COM | 73278L105 | 63,022 | 382,020 | SH | SOLE | 276,770 | 0 | 105,250 | ||
Priority Technology Holdi | COM | 74275G107 | 14,942 | 2,253,710 | SH | SOLE | 2,253,710 | 0 | 0 | ||
Proassurance Corporation | COM | 74267C106 | 28,245 | 816,105 | SH | SOLE | 816,105 | 0 | 0 | ||
Progressive Corp. | COM | 743315103 | 257,091 | 3,566,255 | SH | SOLE | 2,548,685 | 0 | 1,017,570 | ||
Proto Labs Inc | COM | 743713109 | 13,710 | 130,400 | SH | SOLE | 122,900 | 0 | 7,500 | ||
PTC Inc | COM | 69370C100 | 61,549 | 667,700 | SH | SOLE | 480,100 | 0 | 187,600 | ||
Q2 Holdings Inc | COM | 74736L109 | 119,315 | 1,722,707 | SH | SOLE | 1,701,207 | 0 | 21,500 | ||
RBC Bearings Inc | COM | 75524B104 | 34,530 | 271,524 | SH | SOLE | 271,524 | 0 | 0 | ||
RealPage Inc | COM | 75606N109 | 91,245 | 1,503,458 | SH | SOLE | 1,503,458 | 0 | 0 | ||
Renaissancere Holdings Lt | COM | G7496G103 | 144,110 | 1,004,248 | SH | SOLE | 789,798 | 0 | 214,450 | ||
Rexnord Holdings Inc | COM | 76169B102 | 48,952 | 1,947,167 | SH | SOLE | 1,947,167 | 0 | 0 | ||
Rhythm Pharmaceuticals In | COM | 76243J105 | 20,285 | 740,050 | SH | SOLE | 740,050 | 0 | 0 | ||
Rosetta Stone Inc. | COM | 777780107 | 36,826 | 1,685,405 | SH | SOLE | 1,685,405 | 0 | 0 | ||
RPM International Inc | COM | 749685103 | 22,508 | 387,797 | SH | SOLE | 368,097 | 0 | 19,700 | ||
Ryanair Holdings plc - SP | SPONSORED ADS | 783513203 | 74,977 | 1,000,500 | SH | SOLE | 718,550 | 0 | 281,950 | ||
SAGE Therapeutics Inc. | COM | 78667J108 | 78,762 | 495,200 | SH | SOLE | 388,200 | 0 | 107,000 | ||
SailPoint Technologies Ho | COM | 78781P105 | 26,396 | 919,085 | SH | SOLE | 902,085 | 0 | 17,000 | ||
Sarepta Therapeutics Inc | COM | 803607100 | 130,624 | 1,095,935 | SH | SOLE | 867,825 | 0 | 228,110 | ||
SBA Communications Corp | CL A | 78410G104 | 148,234 | 742,430 | SH | SOLE | 533,725 | 0 | 208,705 | ||
Select Medical Holdings C | COM | 81619Q105 | 25,275 | 1,793,800 | SH | SOLE | 1,704,300 | 0 | 89,500 | ||
Shenandoah Telecommunicat | COM | 82312B106 | 30,473 | 686,940 | SH | SOLE | 686,940 | 0 | 0 | ||
Smartsheet Inc Class A | COM CL A | 83200N103 | 22,129 | 542,500 | SH | SOLE | 542,500 | 0 | 0 | ||
Solaris Oilfield Infrastr | COM CL A | 83418M103 | 19,740 | 1,200,720 | SH | SOLE | 1,200,720 | 0 | 0 | ||
StoneCo Ltd | COM CL A | G85158106 | 1,575 | 38,300 | SH | SOLE | 38,300 | 0 | 0 | ||
Strategic Ed Inc | COM | 86272C103 | 128,659 | 979,810 | SH | SOLE | 969,510 | 0 | 10,300 | ||
Summit Materials Inc | CL A | 86614U100 | 42,009 | 2,647,081 | SH | SOLE | 2,594,066 | 0 | 53,015 | ||
SVB Financial Group | COM | 78486Q101 | 141,888 | 638,100 | SH | SOLE | 447,775 | 0 | 190,325 | ||
Tableau Software Inc. Cla | CL A | 87336U105 | 59,363 | 466,400 | SH | SOLE | 334,875 | 0 | 131,525 | ||
Talend SA ADR | ADS | 874224207 | 30,069 | 594,600 | SH | SOLE | 594,600 | 0 | 0 | ||
Tandem Diabetes Care Inc. | COM NEW | 875372203 | 79,090 | 1,245,515 | SH | SOLE | 1,221,830 | 0 | 23,685 | ||
TD Ameritrade Holding Cor | COM | 87236Y108 | 42,511 | 850,400 | SH | SOLE | 611,100 | 0 | 239,300 | ||
Total System Services Inc | COM | 891906109 | 75,067 | 790,100 | SH | SOLE | 567,550 | 0 | 222,550 | ||
Tractor Supply Company | COM | 892356106 | 63,192 | 646,400 | SH | SOLE | 464,350 | 0 | 182,050 | ||
Transdigm Group Inc | COM | 893641100 | 46,852 | 103,200 | SH | SOLE | 74,225 | 0 | 28,975 | ||
Transunion | COM | 89400J107 | 187,933 | 2,811,680 | SH | SOLE | 2,200,615 | 0 | 611,065 | ||
Trinet Group Inc | COM | 896288107 | 115,713 | 1,936,950 | SH | SOLE | 1,914,950 | 0 | 22,000 | ||
Tyler Technologies Inc. | COM | 902252105 | 121,312 | 593,503 | SH | SOLE | 493,328 | 0 | 100,175 | ||
Ulta Salon Cosmetics & Fr | COM | 90384S303 | 51,263 | 147,000 | SH | SOLE | 105,575 | 0 | 41,425 | ||
Under Armour Inc Class A | CL A | 904311107 | 17,071 | 807,500 | SH | SOLE | 767,500 | 0 | 40,000 | ||
USA Technologies Inc | COM NO PAR | 90328S500 | 7,603 | 1,832,165 | SH | SOLE | 1,832,165 | 0 | 0 | ||
VanEck Vectors India Smal | INDIA SMALL CAP | 92189F767 | 215 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||
Verisk Analytics Inc. Cl | COM | 92345Y106 | 101,810 | 765,490 | SH | SOLE | 566,815 | 0 | 198,675 | ||
Vertex Pharmaceuticals In | COM | 92532F100 | 95,797 | 520,775 | SH | SOLE | 381,475 | 0 | 139,300 | ||
Viad Corp. | COM NEW | 92552R406 | 36,051 | 640,450 | SH | SOLE | 640,450 | 0 | 0 | ||
Visa Inc. | COM CL A | 92826C839 | 13,410 | 85,855 | SH | SOLE | 82,100 | 0 | 3,755 | ||
Wabco Holdings Inc | COM | 92927K102 | 58,335 | 442,500 | SH | SOLE | 350,850 | 0 | 91,650 | ||
WageWorks Inc | COM | 930427109 | 77,364 | 2,048,833 | SH | SOLE | 2,016,833 | 0 | 32,000 | ||
Waste Connections Inc. | COM | 94106B101 | 105,015 | 1,185,400 | SH | SOLE | 869,500 | 0 | 315,900 | ||
Wellcare Health Plans Inc | COM | 94946T106 | 142,671 | 528,900 | SH | SOLE | 372,550 | 0 | 156,350 | ||
Wex Inc | COM | 96208T104 | 106,988 | 557,257 | SH | SOLE | 478,482 | 0 | 78,775 | ||
Willdan Group Inc. | COM | 96924N100 | 26,754 | 721,710 | SH | SOLE | 721,710 | 0 | 0 | ||
Williams Scotsman Corp | COM | 971375126 | 25,661 | 2,313,900 | SH | SOLE | 2,313,900 | 0 | 0 | ||
Wintrust Financial Corp. | COM | 97650W108 | 23,855 | 354,300 | SH | SOLE | 336,300 | 0 | 18,000 | ||
WisdomTree Investments In | COM | 97717P104 | 48,362 | 6,850,108 | SH | SOLE | 6,738,108 | 0 | 112,000 | ||
WNS Holdings Ltd ADR | SPON ADR | 92932M101 | 80,754 | 1,515,940 | SH | SOLE | 1,478,440 | 0 | 37,500 | ||
Woodward Inc. | COM | 980745103 | 20,012 | 210,900 | SH | SOLE | 201,900 | 0 | 9,000 | ||
Xtrackers Harvest CSI 300 | XTRACK HRVST CSI | 233051879 | 69 | 2,400 | SH | SOLE | 0 | 0 | 2,400 | ||
Zendesk Inc. | COM | 98936J101 | 95,838 | 1,127,500 | SH | SOLE | 893,600 | 0 | 233,900 | ||
Zynga Inc | CL A | 98986T108 | 70,656 | 13,256,300 | SH | SOLE | 10,335,200 | 0 | 2,921,100 |