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
A.O. SMITH COM 831865209 7,285 154,613 SH   SOLE   32,236 0 122,377
ACADIA PHARMACEUTICALS COM 004225108 10,938 225,657 SH   SOLE   47,053 0 178,604
ADAPTIVE BIOTECHNOLOGIES COM 00650F109 18,048 373,047 SH   SOLE   77,756 0 295,291
ADOBE INC COM 00724F101 45,465 104,443 SH   SOLE   103,641 0 802
AECOM COM 00766T100 13 337 SH   SOLE   0 0 337
AES CORP COM 00130H105 16 1,100 SH   SOLE   0 0 1,100
AGIOS PHARMACEUTICALS COM 00847X104 9,625 179,970 SH   SOLE   37,649 0 142,321
AIR LEASE CORPORATION CLASS A COM 00912X302 7 236 SH   SOLE   0 0 236
ALBEMARLE CORPORATION COM 012653101 7 90 SH   SOLE   0 0 90
ALEXANDER and BALDWIN INC COM 014491104 3,494 286,622 SH   SOLE   138,623 0 147,999
ALIBABA GROUP HOLDING LTD ADR COM 01609W102 21,375 99,095 SH   SOLE   98,324 0 771
ALLSCRIPTS HEALTHCARE SOLUTIONS INC COM 01988P108 8,996 1,328,871 SH   SOLE   283,020 0 1,045,851
ALNYLAM PHARMACEUTICALS COM 02043Q107 14,036 94,766 SH   SOLE   18,748 0 76,018
ALPHABET INC CAP STK CL A COM 02079K305 34,284 24,177 SH   SOLE   23,944 0 233
ALPHABET INC CAP STK CL C COM 02079K107 26,754 18,926 SH   SOLE   18,846 0 80
AMAZON.COM INC COM 023135106 97,268 35,257 SH   SOLE   34,987 0 270
AMERICAN CAMPUS CMNTYS INC COM 024835100 7 206 SH   SOLE   0 0 206
AMERICAN HOMES 4 RENT CLASS A COM 02665T306 13 470 SH   SOLE   0 0 470
AMERIS BANCORP COM 03076K108 4,256 180,414 SH   SOLE   86,914 0 93,500
AMICUS THERAPEUTICS COM 03152W109 14,875 986,416 SH   SOLE   206,907 0 779,509
AMN HEALTHCARE SERVICES COM 001744101 17,267 381,672 SH   SOLE   111,010 0 270,662
ARES MANAGEMENT CORPORATION COM 03990B101 37,743 950,700 SH   SOLE   943,376 0 7,324
ARGO GROUP COM G0464B107 16,054 460,935 SH   SOLE   132,751 0 328,184
ASBURY AUTOMOTIVE GROUP COM 043436104 7,038 91,011 SH   SOLE   43,955 0 47,056
ASGN INC COM 00191U102 27,695 415,341 SH   SOLE   87,580 0 327,761
ASSURED GUARANTY LTD COM G0585R106 7 268 SH   SOLE   0 0 268
ATKORE INTERNATIONAL GROUP COM 047649108 15,396 562,921 SH   SOLE   117,818 0 445,103
ATLASSIAN CORP COM G06242104 17 97 SH   SOLE   0 0 97
ATRICURE COM 04963C209 14,388 320,085 SH   SOLE   67,294 0 252,791
AVANTOR COM 05352A100 17,809 1,047,572 SH   SOLE   220,262 0 827,310
AXONICS MODULATION TECHNOLOGIES COM 05465P101 19,995 569,495 SH   SOLE   118,207 0 451,288
BandG FOODS INC COM 05508R106 4,587 188,156 SH   SOLE   90,456 0 97,700
BANCORPSOUTH BANK COM 05971J102 4,559 200,475 SH   SOLE   97,248 0 103,227
BENEFITFOCUS COM 08180D106 4,215 391,740 SH   SOLE   83,891 0 307,849
BERRY GLOBAL GROUP INC COM 08579W103 8 190 SH   SOLE   0 0 190
BLACK HILLS CORPORATION COM 092113109 4,823 85,126 SH   SOLE   41,076 0 44,050
BLACK KNIGHT COM 09215C105 26,626 366,951 SH   SOLE   76,867 0 290,084
BLUEBIRD BIO COM 09609G100 5,281 86,509 SH   SOLE   17,974 0 68,535
BLUEPRINT MEDICINES COM 09627Y109 13,268 170,107 SH   SOLE   35,704 0 134,403
BOISE CASCADE COM 09739D100 24,280 645,579 SH   SOLE   139,929 0 505,650
BOOT BARN HOLDINGS COM 099406100 11,282 523,301 SH   SOLE   109,972 0 413,329
BORGWARNER INC COM 099724106 9 255 SH   SOLE   0 0 255
BOX INC COM 10316T104 24,945 1,201,598 SH   SOLE   259,072 0 942,526
BRIGHAM MINERALS INC CLASS A COM 10918L103 3,590 290,663 SH   SOLE   140,014 0 150,649
BRIGHTVIEW HOLDINGS COM 10948C107 5,551 495,640 SH   SOLE   239,183 0 256,457
BRP GROUP COM 05589G102 13,562 785,315 SH   SOLE   165,069 0 620,246
BUNGE LIMITED COM G16962105 7 180 SH   SOLE   0 0 180
BURLINGTON STORES COM 122017106 16,443 83,496 SH   SOLE   17,306 0 66,190
CABOT MICROELECTRONICS COM 12709P103 14,971 107,291 SH   SOLE   22,204 0 85,087
CALLAWAY GOLF COMPANY COM 131193104 24,338 1,389,966 SH   SOLE   443,195 0 946,771
CARDIOVASCULAR SYSTEMS COM 141619106 15,890 503,648 SH   SOLE   104,721 0 398,927
CASA SYSTEMS, INC COM 14713L102 5,373 1,291,534 SH   SOLE   626,478 0 665,056
CATCHMARK TIMBER TRUST INC CLASS A COM 14912Y202 5,875 663,863 SH   SOLE   319,490 0 344,373
CENTURY COMMUNITIES INC COM 156504300 5,843 190,567 SH   SOLE   91,968 0 98,599
CERUS CORP COM 157085101 9,499 1,439,207 SH   SOLE   300,507 0 1,138,700
CHART INDUSTRIES COM 16115Q308 11,844 244,264 SH   SOLE   51,485 0 192,779
CIENA CORP COM 171779309 34,030 628,322 SH   SOLE   133,977 0 494,345
CLOUDERA COM 18914U100 9,464 744,033 SH   SOLE   154,338 0 589,695
CNX RESOURCES CORPORATION COM 12653C108 2,562 296,190 SH   SOLE   143,130 0 153,060
COHERUS BIOSCIENCES, INC. COM 19249H103 7,952 445,257 SH   SOLE   214,184 0 231,073
COHU INC COM 192576106 6,481 373,765 SH   SOLE   180,313 0 193,452
COMMUNITY HEALTHCARE TRUST INC COM 20369C106 5,202 127,192 SH   SOLE   61,416 0 65,776
COPART COM 217204106 185 2,218 SH   SOLE   0 0 2,218
CORNERSTONE ONDEMAND COM 21925Y103 17,821 462,154 SH   SOLE   97,870 0 364,284
COSTAR GROUP INC COM 22160N109 39,104 55,024 SH   SOLE   54,599 0 425
COUSINS PPTYS INC COM 222795502 11 370 SH   SOLE   0 0 370
COVANTA HOLDING CORPORATION COM 22282E102 6,897 719,201 SH   SOLE   347,361 0 371,840
CYBERARK SOFTWARE LTD COM M2682V108 18,332 184,673 SH   SOLE   34,587 0 150,086
DARLING INGREDIENTS INC COM 237266101 5,010 203,486 SH   SOLE   97,990 0 105,496
DELEK US HOLDINGS INC COM 24665A103 3,656 209,981 SH   SOLE   100,891 0 109,090
DENTSPLY SIRONA INC COM 24906P109 11 260 SH   SOLE   0 0 260
DEXCOM COM 252131107 38,352 94,604 SH   SOLE   93,257 0 1,347
DIAMONDBACK ENERGY COM 25278X109 48 1,150 SH   SOLE   0 0 1,150
DICK'S SPORTING GOODS COM 253393102 90 2,175 SH   SOLE   0 0 2,175
DYCOM INDUSTRIES COM 267475101 10,488 256,487 SH   SOLE   51,613 0 204,874
EBIX INC COM 278715206 4,452 199,103 SH   SOLE   95,773 0 103,330
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 19,049 275,633 SH   SOLE   273,430 0 2,203
ELEMENT SOLUTIONS COM 28618M106 18,647 1,718,627 SH   SOLE   364,685 0 1,353,942
EMERGENT BIOSOLUTIONS COM 29089Q105 17,405 220,088 SH   SOLE   46,443 0 173,645
ENCORE CAPITAL GROUP COM 292554102 5,956 174,261 SH   SOLE   84,418 0 89,843
ENTERPRISE FINANCIAL SERVICES CORP COM 293712105 4,998 160,615 SH   SOLE   77,365 0 83,250
ENVESTNET INC COM 29404K106 34,047 462,978 SH   SOLE   459,435 0 3,543
EPR PROPERTIES COM 26884U109 4 130 SH   SOLE   0 0 130
EQT CORPORATION COM 26884L109 4 370 SH   SOLE   0 0 370
ESSENT GROUP LTD COM G3198U102 21,269 586,408 SH   SOLE   122,587 0 463,821
EVERCORE COM 29977A105 16,065 272,650 SH   SOLE   57,120 0 215,530
EVO PAYMENTS COM 26927E104 16,239 711,308 SH   SOLE   148,534 0 562,774
EVOLENT HEALTH COM 30050B101 8,303 1,166,156 SH   SOLE   247,703 0 918,453
EXTENDED STAY AMERICA COM 30224P200 17,024 1,521,329 SH   SOLE   426,128 0 1,095,201
FACEBOOK INC CLASS A COM 30303M102 44,596 196,397 SH   SOLE   194,871 0 1,526
FB FINANCIAL CORPORATION COM 30257X104 4,061 163,937 SH   SOLE   79,521 0 84,416
FIRST BANCORP COM 318910106 5,573 222,215 SH   SOLE   107,052 0 115,163
FIRST HORIZON NATIONAL CORPORATION COM 320517105 5,492 551,403 SH   SOLE   267,133 0 284,270
FIRST INTERSTATE BANCSYSTEM INC CLASSA COM 32055Y201 5,505 177,819 SH   SOLE   85,360 0 92,459
FIRST MIDWEST BANCORP INC COM 320867104 4,468 334,653 SH   SOLE   161,196 0 173,457
FIRSTCASH COM 33767D105 14,473 214,482 SH   SOLE   45,263 0 169,219
FIVE BELOW COM 33829M101 10,395 97,235 SH   SOLE   20,304 0 76,931
FLEETCOR TECHNOLOGIES COM 339041105 166 660 SH   SOLE   0 0 660
FLEX LTD COM Y2573F102 5,152 502,667 SH   SOLE   241,947 0 260,720
FLEXION THERAPEUTICS COM 33938J106 7,511 571,188 SH   SOLE   120,194 0 450,994
FOCUS FINANCIAL PARTNERS COM 34417P100 19,109 578,185 SH   SOLE   120,630 0 457,555
FOOT LOCKER, INC COM 344849104 4,921 168,766 SH   SOLE   81,390 0 87,376
FORMFACTOR COM 346375108 11,717 399,484 SH   SOLE   90,023 0 309,461
FOX FACTORY HOLDING COM 35138V102 10,004 121,104 SH   SOLE   24,382 0 96,722
FRONT YARD RESIDENTIAL CORP CLASS B COM 35904G107 5,331 612,802 SH   SOLE   295,692 0 317,110
FTI CONSULTING COM 302941109 13,986 122,092 SH   SOLE   25,389 0 96,703
GALAPAGOS NV COM 36315X101 6,877 34,859 SH   SOLE   6,379 0 28,480
GAMING AND LEISURE PROPERTIES INC COM 36467J108 5 141 SH   SOLE   0 0 141
GASLOG LTD COM G37585109 2,726 970,070 SH   SOLE   207,775 0 762,295
GENERAC HOLDINGS COM 368736104 14,075 115,439 SH   SOLE   23,950 0 91,489
GETTY REALTY CORP COM 374297109 4,708 158,610 SH   SOLE   76,630 0 81,980
GLOBAL BLOOD THERAPEUTICS COM 37890U108 13,235 209,654 SH   SOLE   43,839 0 165,815
GLOBE LIFE INC COM 37959E102 6 80 SH   SOLE   0 0 80
GMS INC COM 36251C103 7,687 312,596 SH   SOLE   150,420 0 162,176
GOOSEHEAD INSURANCE COM 38267D109 25,307 336,705 SH   SOLE   70,272 0 266,433
GRAPHIC PACKAGING HOLDING COM 388689101 4,661 333,134 SH   SOLE   160,824 0 172,310
GRAY TELEVISION INC COM 389375106 6,285 450,522 SH   SOLE   216,686 0 233,836
GUIDEWIRE SOFTWARE INC COM 40171V100 25,259 227,867 SH   SOLE   226,091 0 1,776
HANCOCK WHITNEY CORPORATION COM 410120109 4,792 226,021 SH   SOLE   109,633 0 116,388
HANOVER INSURANCE GROUP INC COM 410867105 7 70 SH   SOLE   0 0 70
HEALTHEQUITY COM 42226A107 12,369 210,815 SH   SOLE   44,811 0 166,004
HEICO CORPORATION COM 422806109 28,388 284,876 SH   SOLE   282,723 0 2,153
HORACE MANN EDUCATORS CORPORATION COM 440327104 4,224 115,013 SH   SOLE   55,653 0 59,360
HOST HOTELS and RESORTS INC COM 44107P104 5 500 SH   SOLE   0 0 500
HUB GROUP COM 443320106 8,438 176,310 SH   SOLE   35,842 0 140,468
HUNTSMAN CORPORATION COM 447011107 6 360 SH   SOLE   0 0 360
IAA INC COM 449253103 14,913 386,653 SH   SOLE   79,066 0 307,587
ICF INTERNATIONAL COM 44925C103 21,333 329,057 SH   SOLE   69,143 0 259,914
ICON PLC COM G4705A100 29,973 177,923 SH   SOLE   31,177 0 146,746
ILLUMINA INC COM 452327109 33,991 91,781 SH   SOLE   91,067 0 714
IMAX CORP COM 45245E109 4,003 357,080 SH   SOLE   172,050 0 185,030
IMMUNOMEDICS COM 452907108 14,977 422,602 SH   SOLE   90,318 0 332,284
INDEPENDENCE REALTY TRUST INC COM 45378A106 4,393 382,339 SH   SOLE   184,489 0 197,850
INDEPENDENT BANK GROUP INC COM 45384B106 4,915 121,290 SH   SOLE   58,540 0 62,750
INDUSTRIAL LOGISTICS PROPERTIES TRUST COM 456237106 5,372 261,430 SH   SOLE   126,127 0 135,303
INGERSOLL RAND COM 45687V106 18,014 640,624 SH   SOLE   133,452 0 507,172
INMODE LTD. COM M5425M103 630 22,240 SH   SOLE   10,745 0 11,495
INT'L GAME TECHNOLOGY COM G4863A108 17,781 1,997,903 SH   SOLE   583,925 0 1,413,978
INTERCONTINENTAL EXCHANGE INC COM 45866F104 14,164 154,633 SH   SOLE   153,432 0 1,201
INTUITIVE SURGICAL INC COM 46120E602 31,889 55,962 SH   SOLE   55,543 0 419
INVESTORS REAL ESTATE TRUST COM 461730509 4,247 60,254 SH   SOLE   29,123 0 31,131
INVITATION HOMES INC COM 46187W107 10 350 SH   SOLE   0 0 350
IONIS PHARMACEUTICALS COM 462222100 11,440 194,030 SH   SOLE   40,612 0 153,418
IOVANCE BIOTHERAPEUTICS COM 462260100 11,156 406,401 SH   SOLE   85,110 0 321,291
IRONWOOD PHARMACEUTICALS COM 46333X108 12,624 1,223,278 SH   SOLE   257,616 0 965,662
J.M. SMUCKER COMPANY COM 832696405 10 90 SH   SOLE   0 0 90
JEFFERIES FINANCIAL GROUP INC COM 47233W109 5 340 SH   SOLE   0 0 340
JERNIGAN CAPITAL INC COM 476405105 3,906 285,562 SH   SOLE   137,539 0 148,023
KANSAS CITY SOUTHERN COM 485170302 11 73 SH   SOLE   0 0 73
KAR AUCTION SERVICES COM 48238T109 9,330 678,052 SH   SOLE   140,491 0 537,561
KBR, INC COM 48242W106 16,203 718,536 SH   SOLE   151,458 0 567,078
KNIGHT-SWIFT TRANSPORTATION COM 499049104 17,052 408,826 SH   SOLE   88,687 0 320,139
KNOWLES CORP COM 49926D109 5,771 378,165 SH   SOLE   182,305 0 195,860
KRATOS DEFENSE and SECURITY SOLUTIONS COM 50077B207 17,213 1,101,272 SH   SOLE   233,872 0 867,400
KULICKE and SOFFA INDS INC COM 501242101 6,754 324,223 SH   SOLE   155,923 0 168,300
LANTHEUS HOLDINGS INC COM 516544103 6,164 431,077 SH   SOLE   207,503 0 223,574
LIBERTY OILFIELD SERVICES INC CLASS A COM 53115L104 2,468 450,311 SH   SOLE   217,346 0 232,965
LIONS GATE ENTERTAINMENT CL B COM 535919500 14,178 2,075,893 SH   SOLE   728,665 0 1,347,228
LIVENT CORPORATION COM 53814L108 4,484 728,001 SH   SOLE   350,671 0 377,330
LIVERAMP HOLDINGS COM 53815P108 25,870 609,133 SH   SOLE   132,054 0 477,079
LUMENTUM HOLDINGS COM 55024U109 23,629 290,171 SH   SOLE   61,622 0 228,549
M.D.C. HOLDINGS INC COM 552676108 5,959 166,914 SH   SOLE   80,394 0 86,520
MACQUARIE INFRASTRUCTURE CORP COM 55608B105 9 300 SH   SOLE   0 0 300
MARINEMAX INC COM 567908108 7,073 315,878 SH   SOLE   152,088 0 163,790
MARKETAXESS HOLDINGS INC COM 57060D108 31,759 63,401 SH   SOLE   62,935 0 466
MASONITE INTERNATIONAL COM 575385109 22,034 283,285 SH   SOLE   60,312 0 222,973
MASTEC INC COM 576323109 10,116 225,456 SH   SOLE   108,417 0 117,039
MASTERCARD INCORPORATED CL A COM 57636Q104 32,518 109,969 SH   SOLE   109,124 0 845
MEDICAL PROPERTIES TRUST INC COM 58463J304 7 380 SH   SOLE   0 0 380
MERITOR INC COM 59001K100 6,363 321,358 SH   SOLE   154,729 0 166,629
MIDDLEBY CORPORATION COM 596278101 5,630 71,319 SH   SOLE   34,365 0 36,954
MIMECAST LIMITED COM G14838109 16,529 396,764 SH   SOLE   74,181 0 322,583
MOMENTA PHARMACEUTICALS COM 60877T100 13,688 411,436 SH   SOLE   85,534 0 325,902
MONRO COM 610236101 9,387 170,866 SH   SOLE   35,522 0 135,344
NATIONAL GENERAL HOLDINGS CORP COM 636220303 4,572 211,581 SH   SOLE   102,184 0 109,397
NEXPOINT RESIDENTIAL TRUST INC COM 65341D102 5,149 145,666 SH   SOLE   70,379 0 75,287
NEXSTAR MEDIA GROUP COM 65336K103 5,260 62,850 SH   SOLE   30,300 0 32,550
NORTHWESTERN CORPORATION COM 668074305 4,954 90,872 SH   SOLE   43,864 0 47,008
NOVOCURE LTD COM G6674U108 11,232 189,404 SH   SOLE   40,004 0 149,400
NUANCE COMMUNICATIONS COM 67020Y100 28,663 1,132,697 SH   SOLE   245,962 0 886,735
OKTA INC COM 679295105 43,683 218,165 SH   SOLE   216,454 0 1,711
OLD REPUBLIC INTERNATIONAL CORPORATION COM 680223104 6 390 SH   SOLE   0 0 390
OLLIE'S BARGAIN OUTLET HLGS COM 681116109 21,609 221,288 SH   SOLE   46,290 0 174,998
OMNICELL COM 68213N109 20,450 289,576 SH   SOLE   60,176 0 229,400
ONTO INNOVATION COM 683344105 15,270 448,602 SH   SOLE   98,725 0 349,877
OPEN LENDING CORP COM 68373J104 6,217 411,699 SH   SOLE   86,785 0 324,914
ORION ENGINEERED CARBONS COM L72967109 10,719 1,012,140 SH   SOLE   207,273 0 804,867
OUTFRONT MEDIA INC COM 69007J106 4,395 310,187 SH   SOLE   149,630 0 160,557
OXFORD INDUSTRIES INC COM 691497309 3,262 74,119 SH   SOLE   35,705 0 38,414
PACIFIC PREMIER BANCORP INC COM 69478X105 5,797 267,384 SH   SOLE   128,684 0 138,700
PACIRA BIOSCIENCES COM 695127100 15,368 292,898 SH   SOLE   60,098 0 232,800
PAGERDUTY COM 69553P100 21,802 761,761 SH   SOLE   160,905 0 600,856
PALO ALTO NETWORKS COM 697435105 198 860 SH   SOLE   0 0 860
PALOMAR HOLDINGS COM 69753M105 29,771 347,140 SH   SOLE   72,984 0 274,156
PARSLEY ENERGY COM 701877102 6,088 570,065 SH   SOLE   117,099 0 452,966
PERFORMANCE FOOD GROUP COM 71377A103 21,521 738,525 SH   SOLE   152,192 0 586,333
PETIQ INC COM 71639T106 21,404 614,349 SH   SOLE   129,861 0 484,488
PGT INNOVATIONS COM 69336V101 10,163 648,161 SH   SOLE   136,476 0 511,685
PHREESIA COM 71944F106 13,234 467,958 SH   SOLE   94,534 0 373,424
PHYSICIANS REALTY TRUST COM 71943U104 5,688 324,675 SH   SOLE   156,225 0 168,450
PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 7 160 SH   SOLE   0 0 160
PINNACLE WEST CAPITAL CORPORATION COM 723484101 7 90 SH   SOLE   0 0 90
PNM RES INC COM 69349H107 6,903 179,569 SH   SOLE   86,329 0 93,240
POLARIS INDUSTRIES INC COM 731068102 12 130 SH   SOLE   0 0 130
PRA GROUP INC COM COM 69354N106 6,340 163,985 SH   SOLE   79,540 0 84,445
PREMIER INC CLASS A COM 74051N102 9,687 282,593 SH   SOLE   135,913 0 146,680
PRESTIGE CONSUMER HEALTHCARE INC COM 74112D101 5,691 151,513 SH   SOLE   72,984 0 78,529
PTC INC COM 69370C100 28,871 371,146 SH   SOLE   77,764 0 293,382
PVH CORP COM 693656100 5 100 SH   SOLE   0 0 100
QTS REALTY TRUST COM 74736A103 18,961 295,857 SH   SOLE   60,637 0 235,220
REALPAGE COM 75606N109 32,287 496,652 SH   SOLE   105,835 0 390,817
REGIONS FINANCIAL CORPORATION COM 7591EP100 7 630 SH   SOLE   0 0 630
RENASANT CORPORATION COM 75970E107 5,625 225,890 SH   SOLE   108,711 0 117,179
RUSH ENTERPRISES INC CLASS A COM 781846209 6,827 164,660 SH   SOLE   79,317 0 85,343
RYDER SYSTEM INC COM 783549108 4,761 126,913 SH   SOLE   61,134 0 65,779
RYMAN HOSPITALITY PROPERTIES INC COM 78377T107 4 110 SH   SOLE   0 0 110
SandP 500 CALL SEPT18 3290.00 COM 8I499A2Z0 42 9 SH   SOLE   0 0 9
SandP 500 PUT SEP18 2990.00 COM 80B998BN3 104 9 SH   SOLE   0 0 9
SandP 500 PUT SEP20 2520.00 COM 80B998AL8 29 9 SH   SOLE   0 0 9
SANMINA-SCI CORP COM 801056102 4,276 170,763 SH   SOLE   82,170 0 88,593
SCHNEIDER NATIONAL COM 80689H102 22,871 927,077 SH   SOLE   197,314 0 729,763
SCORPIO TANKERS INC COM Y7542C130 2,391 186,660 SH   SOLE   89,858 0 96,802
SELECTIVE INS GROUP INC COM 816300107 4,854 92,028 SH   SOLE   44,454 0 47,574
SENSATA TECHNOLOGIES COM G8060N102 100 2,684 SH   SOLE   0 0 2,684
SERVICENOW, INC COM 81762P102 42,887 105,878 SH   SOLE   105,070 0 808
SHOPIFY COM 82509L107 28 29 SH   SOLE   0 0 29
SILICON MOTION TECHNOLOGY COM 82706C108 17,188 352,424 SH   SOLE   64,907 0 287,517
SILK ROAD MEDICAL COM 82710M100 21,199 506,063 SH   SOLE   105,660 0 400,403
SKECHERS USA COM 830566105 11 360 SH   SOLE   0 0 360
SKYLINE CHAMPION COM 830830105 19,348 794,903 SH   SOLE   168,231 0 626,672
SLEEP NUMBER CORPORATION COM 83125X103 18,491 444,058 SH   SOLE   92,592 0 351,466
SPARK ENERGY INC CLASS A COM 846511103 2,910 411,642 SH   SOLE   198,873 0 212,769
SPLUNK INC. COM 848637104 28,417 143,015 SH   SOLE   141,903 0 1,112
SPOTIFY TECHNOLOGY SA COM L8681T102 27,496 106,495 SH   SOLE   105,647 0 848
SPROUT SOCIAL COM 85209W109 9,045 335,017 SH   SOLE   68,084 0 266,933
SPX CORP COM 784635104 24,038 584,150 SH   SOLE   122,974 0 461,176
SSandC TECHNOLOGIES COM 78467J100 30,362 537,566 SH   SOLE   117,570 0 419,996
STEEL DYNAMICS COM 858119100 13,058 500,482 SH   SOLE   108,234 0 392,248
STIFEL FINANCIAL COM 860630102 22,559 475,627 SH   SOLE   126,386 0 349,241
STONERIDGE INC COM 86183P102 5,595 270,820 SH   SOLE   130,477 0 140,343
STRATEGIC EDUCATION COM 86272C103 21,676 141,077 SH   SOLE   29,537 0 111,540
SUMMIT HOTEL PROPERTIES INC COM 866082100 4,484 756,235 SH   SOLE   364,895 0 391,340
SUNSTONE HOTEL INVS INC COM 867892101 4,172 511,889 SH   SOLE   247,309 0 264,580
SVB FINANCIAL GROUP COM 78486Q101 18,083 83,902 SH   SOLE   17,597 0 66,305
SYNEOS HEALTH COM 87166B102 30,236 519,081 SH   SOLE   109,670 0 409,411
SYNNEX CORPORATION COM 87162W100 12 100 SH   SOLE   0 0 100
SYNOVUS FINANCIAL CORP COM 87161C501 4,719 229,883 SH   SOLE   110,833 0 119,050
TABULA RASA HEALTHCARE COM 873379101 12,910 235,887 SH   SOLE   47,535 0 188,352
TACTILE SYSTEMS TECHNOLOGY COM 87357P100 12,786 308,608 SH   SOLE   63,612 0 244,996
TALEND SA COM 874224207 7,151 206,326 SH   SOLE   39,105 0 167,221
TCF FINANCIAL CORPORATION COM 872307103 5,874 199,647 SH   SOLE   96,684 0 102,963
TELADOC HEALTH COM 87918A105 50,111 262,582 SH   SOLE   185,854 0 76,728
TENCENT HLDGS LTD. UNSP ADR COM 88032Q109 7 117 SH   SOLE   0 0 117
TERADYNE COM 880770102 19,139 226,473 SH   SOLE   48,258 0 178,215
THERAVANCE BIOPHARMA COM G8807B106 9,487 451,955 SH   SOLE   93,997 0 357,958
THOR INDUSTRIES INC COM 885160101 13 120 SH   SOLE   0 0 120
TRADE DESK, INC CLASS A COM 88339J105 41,719 102,630 SH   SOLE   101,834 0 796
TRIUMPH BANCORP COM 89679E300 9,357 385,534 SH   SOLE   81,541 0 303,993
TUTOR PERINI COM 901109108 8,527 700,048 SH   SOLE   336,860 0 363,188
TYLER TECHNOLOGIES INC COM 902252105 26,003 74,962 SH   SOLE   74,384 0 578
U.S. PHYSICAL THERAPY COM 90337L108 13,146 162,261 SH   SOLE   33,704 0 128,557
UMPQUA HLDGS CORP COM 904214103 4,464 419,523 SH   SOLE   201,872 0 217,651
UNITED COMMUNITY BANKS INC COM 90984P303 4,710 234,102 SH   SOLE   112,992 0 121,110
UNIVERSAL ELECTRONICS INC COM 913483103 6,021 128,606 SH   SOLE   61,856 0 66,750
UNIVERSAL INSURANCE HOLDINGS INC COM 91359V107 3,657 206,032 SH   SOLE   99,512 0 106,520
URBAN OUTFITTERS INC COM 917047102 4,174 274,260 SH   SOLE   131,991 0 142,269
VALLEY NATIONAL BANCORP COM 919794107 5,357 685,023 SH   SOLE   330,158 0 354,865
VEEVA SYSTEMS COM 922475108 44,649 190,467 SH   SOLE   188,985 0 1,482
VERITEX HOLDINGS INC COM 923451108 5,317 300,368 SH   SOLE   144,764 0 155,604
VERRA MOBILITY COM 92511U102 8,302 807,600 SH   SOLE   161,182 0 646,418
VERTEX PHARMACEUTICALS INCORPORATED COM 92532F100 39,478 135,984 SH   SOLE   134,931 0 1,053
VIRTU FINANCIAL COM 928254101 15,676 664,232 SH   SOLE   141,155 0 523,077
VISA INC CLASS A COM 92826C839 43,529 225,338 SH   SOLE   223,598 0 1,740
VISTEON CORPORATION COM 92839U206 7,155 104,455 SH   SOLE   50,230 0 54,225
VOYA FINANCIAL INC COM 929089100 10 220 SH   SOLE   0 0 220
WABASH NATIONAL COM 929566107 16,299 1,534,756 SH   SOLE   483,916 0 1,050,840
WEBSTER FINL CORP CONN COM 947890109 5,628 196,730 SH   SOLE   95,321 0 101,409
WESBANCO INC COM 950810101 4,439 218,583 SH   SOLE   105,264 0 113,319
WESCO INTERNATIONAL INC COM 95082P105 6,362 181,205 SH   SOLE   87,132 0 94,073
WESTERN ALLIANCE BANCORP COM 957638109 4,968 131,179 SH   SOLE   62,936 0 68,243
WESTERN DIGITAL CORPORATION COM 958102105 8 180 SH   SOLE   0 0 180
WEX INC COM 96208T104 16,103 97,588 SH   SOLE   19,811 0 77,777
WEYERHAEUSER COMPANY COM 962166104 11 500 SH   SOLE   0 0 500
WINNEBAGO INDUSTRIES INC COM 974637100 10,605 159,186 SH   SOLE   76,737 0 82,449
WINTRUST FINANCIAL COM 97650W108 5,371 123,134 SH   SOLE   59,484 0 63,650
WOODWARD COM 980745103 10,975 141,522 SH   SOLE   28,680 0 112,842
WORKDAY INC. CLASS A COM 98138H101 35,730 190,700 SH   SOLE   189,224 0 1,476
WPX ENERGY INC CLASS A COM 98212B103 3,349 524,857 SH   SOLE   252,704 0 272,153
WYNDHAM DESTINATIONS INC COM 98310W108 7 250 SH   SOLE   0 0 250
WYNN RESORTS LIMITED COM 983134107 9 115 SH   SOLE   0 0 115
XPERI HOLDING CORP COM 98390M103 6,449 436,923 SH   SOLE   210,757 0 226,166
ZENDESK COM 98936J101 17,583 198,612 SH   SOLE   41,884 0 156,728
ZIX CORPORATION COM 98974P100 8,317 1,205,432 SH   SOLE   584,709 0 620,723
ZUORA INC COM 98983V106 17,472 1,370,320 SH   SOLE   287,415 0 1,082,905
ZYMEWORKS COM 98985W102 7,307 202,566 SH   SOLE   37,290 0 165,276
ZYNGA COM 98986T108 22,507 2,359,216 SH   SOLE   486,536 0 1,872,680