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 7,453 141,160 SH   SOLE   31,748 0 109,412
ACADIA PHARMACEUTICALS COM 004225108 7,759 188,089 SH   SOLE   41,929 0 146,160
ACCENTURE PLC CLASS A COM G1151C101 704 3,115 SH   SOLE   3,115 0 0
ADAPTIVE BIOTECHNOLOGIES COM 00650F109 15,913 327,230 SH   SOLE   73,598 0 253,632
ADOBE INC COM 00724F101 49,527 100,987 SH   SOLE   100,709 0 278
ADTALEM GLOBAL EDUCATION INC COM 00737L103 6,724 274,021 SH   SOLE   163,641 0 110,380
AECOM COM 00766T100 603 14,407 SH   SOLE   14,070 0 337
AES CORP COM 00130H105 16 900 SH   SOLE   0 0 900
AGIOS PHARMACEUTICALS COM 00847X104 5,751 164,315 SH   SOLE   37,074 0 127,241
AIR LEASE CORPORATION CLASS A COM 00912X302 7 236 SH   SOLE   0 0 236
ALBEMARLE CORPORATION COM 012653101 8 90 SH   SOLE   0 0 90
ALEXANDER and BALDWIN INC COM 014491104 3,959 353,197 SH   SOLE   211,074 0 142,123
ALIBABA GROUP HOLDING LTD ADR COM 01609W102 29,331 99,772 SH   SOLE   99,449 0 323
ALLSCRIPTS HEALTHCARE SOLUTIONS INC COM 01988P108 9,881 1,213,892 SH   SOLE   278,855 0 935,037
ALNYLAM PHARMACEUTICALS COM 02043Q107 201 1,380 SH   SOLE   0 0 1,380
ALPHABET INC CAP STK CL A COM 02079K305 37,537 25,612 SH   SOLE   25,488 0 124
ALPHABET INC CAP STK CL C COM 02079K107 28,086 19,111 SH   SOLE   19,108 0 3
AMAZON.COM INC COM 023135106 114,167 36,258 SH   SOLE   36,154 0 104
AMERICAN CAMPUS CMNTYS INC COM 024835100 7 206 SH   SOLE   0 0 206
AMERICAN EAGLE OUTFITTERS COM 02553E106 16,203 1,094,081 SH   SOLE   245,371 0 848,710
AMERICAN HOMES 4 RENT CLASS A COM 02665T306 13 470 SH   SOLE   0 0 470
AMERIPRISE FINANCIAL INC COM 03076C106 511 3,314 SH   SOLE   3,314 0 0
AMERIS BANCORP COM 03076K108 5,692 249,865 SH   SOLE   149,065 0 100,800
AMGEN INC COM 031162100 713 2,805 SH   SOLE   2,805 0 0
AMICUS THERAPEUTICS COM 03152W109 13,884 983,297 SH   SOLE   222,354 0 760,943
AMN HEALTHCARE SERVICES COM 001744101 24,598 420,765 SH   SOLE   145,575 0 275,190
APPLE HOSPITALITY REIT INC COM 03784Y200 6,870 714,879 SH   SOLE   426,556 0 288,323
APPLE INC COM 037833100 2,803 24,204 SH   SOLE   24,204 0 0
ARES MANAGEMENT CORPORATION COM 03990B101 38,677 956,879 SH   SOLE   954,049 0 2,830
ARGO GROUP COM G0464B107 15,693 455,787 SH   SOLE   160,684 0 295,103
ASBURY AUTOMOTIVE GROUP COM 043436104 10,467 107,411 SH   SOLE   64,165 0 43,246
ASGN INC COM 00191U102 24,127 379,593 SH   SOLE   86,262 0 293,331
ASSURED GUARANTY LTD COM G0585R106 6 268 SH   SOLE   0 0 268
ATT INC COM 00206R102 713 25,006 SH   SOLE   25,006 0 0
ATKORE INTERNATIONAL GROUP COM 047649108 11,683 513,973 SH   SOLE   116,032 0 397,941
ATLANTIC UNION BANKSHARES CORPORATION COM 04911A107 5,721 267,693 SH   SOLE   159,468 0 108,225
ATLASSIAN CORP COM G06242104 18 97 SH   SOLE   0 0 97
ATRICURE COM 04963C209 12,826 321,452 SH   SOLE   72,844 0 248,608
AVALARA INC COM 05338G106 25,348 199,055 SH   SOLE   198,444 0 611
AVANTOR COM 05352A100 20,447 909,171 SH   SOLE   201,441 0 707,730
AXONICS MODULATION TECHNOLOGIES COM 05465P101 26,535 519,893 SH   SOLE   116,409 0 403,484
AZEK COMPANY COM 05478C105 19,273 553,657 SH   SOLE   124,794 0 428,863
BandG FOODS INC COM 05508R106 6,159 221,802 SH   SOLE   132,012 0 89,790
BANCORPSOUTH BANK COM 05971J102 5,410 279,151 SH   SOLE   166,542 0 112,609
BANK OF AMERICA CORP COM 060505104 708 29,391 SH   SOLE   29,391 0 0
BERRY GLOBAL GROUP INC COM 08579W103 9 190 SH   SOLE   0 0 190
BEST BUY CO. INC. COM 086516101 486 4,371 SH   SOLE   4,371 0 0
BJ'S WHOLESALE CLUB HOLDINGS INC. COM 05550J101 429 10,325 SH   SOLE   10,325 0 0
BLACK DIAMOND THERAPEUTICS COM 09203E105 5,789 191,500 SH   SOLE   43,124 0 148,376
BLACK HILLS CORPORATION COM 092113109 5,373 100,458 SH   SOLE   59,975 0 40,483
BLACK KNIGHT COM 09215C105 29,183 335,249 SH   SOLE   75,694 0 259,555
BLUEBIRD BIO COM 09609G100 4,261 78,977 SH   SOLE   17,701 0 61,276
BLUEPRINT MEDICINES COM 09627Y109 17,414 187,849 SH   SOLE   42,484 0 145,365
BOISE CASCADE COM 09739D100 18,839 471,923 SH   SOLE   110,305 0 361,618
BOOT BARN HOLDINGS COM 099406100 8,089 287,440 SH   SOLE   65,081 0 222,359
BORGWARNER INC COM 099724106 10 255 SH   SOLE   0 0 255
BOX INC COM 10316T104 19,068 1,098,386 SH   SOLE   255,241 0 843,145
BRIGHAM MINERALS INC CLASS A COM 10918L103 3,056 342,648 SH   SOLE   204,196 0 138,452
BRIGHTVIEW HOLDINGS COM 10948C107 6,665 584,664 SH   SOLE   348,971 0 235,693
BRISTOL-MYERS SQUIBB COMPANY COM 110122108 757 12,561 SH   SOLE   12,561 0 0
BRP GROUP COM 05589G102 14,309 574,441 SH   SOLE   130,216 0 444,225
BUNGE LIMITED COM G16962105 8 180 SH   SOLE   0 0 180
BURLINGTON STORES COM 122017106 15,732 76,335 SH   SOLE   17,040 0 59,295
CADENCE BANCORPORATION CLASS A COM 12739A100 5,540 644,941 SH   SOLE   385,301 0 259,640
CALLAWAY GOLF COMPANY COM 131193104 23,951 1,251,380 SH   SOLE   463,634 0 787,746
CARDIOVASCULAR SYSTEMS COM 141619106 18,093 459,784 SH   SOLE   103,112 0 356,672
CASA SYSTEMS, INC COM 14713L102 6,169 1,530,880 SH   SOLE   919,671 0 611,209
CATCHMARK TIMBER TRUST INC CLASS A COM 14912Y202 6,991 782,817 SH   SOLE   466,326 0 316,491
CENTURY COMMUNITIES INC COM 156504300 9,515 224,789 SH   SOLE   134,173 0 90,616
CERUS CORP COM 157085101 9,852 1,573,772 SH   SOLE   352,459 0 1,221,313
CHART INDUSTRIES COM 16115Q308 15,674 223,051 SH   SOLE   50,703 0 172,348
CHARTER COMMUNICATIONS INC CLASS A COM 16119P108 709 1,136 SH   SOLE   1,136 0 0
CHEMOCENTRYX COM 16383L106 10,261 187,244 SH   SOLE   42,161 0 145,083
CIENA CORP COM 171779309 25,056 631,302 SH   SOLE   145,140 0 486,162
CIGNA CORPORATION COM 125523100 555 3,276 SH   SOLE   3,276 0 0
CITIGROUP INC COM 172967424 595 13,806 SH   SOLE   13,806 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 420 16,606 SH   SOLE   16,606 0 0
CLARIVATE PLC COM G21810109 22,517 726,585 SH   SOLE   144,845 0 581,740
CLOUDERA COM 18914U100 8,860 813,603 SH   SOLE   182,029 0 631,574
CMC MATERIALS COM 12571T100 13,987 97,944 SH   SOLE   21,874 0 76,070
CNX RESOURCES CORPORATION COM 12653C108 3,303 349,871 SH   SOLE   209,204 0 140,667
COHERUS BIOSCIENCES, INC. COM 19249H103 9,627 524,892 SH   SOLE   312,467 0 212,425
COMMUNITY HEALTHCARE TRUST INC COM 20369C106 7,020 150,138 SH   SOLE   89,688 0 60,450
COMPASS MINERALS INTERNATIONAL INC COM 20451N101 5,822 98,091 SH   SOLE   58,435 0 39,656
CONOCOPHILLIPS COM 20825C104 562 17,116 SH   SOLE   17,116 0 0
COPART COM 217204106 233 2,218 SH   SOLE   0 0 2,218
CORNERSTONE ONDEMAND COM 21925Y103 15,346 422,070 SH   SOLE   96,393 0 325,677
COSTAR GROUP INC COM 22160N109 46,965 55,350 SH   SOLE   55,192 0 158
COUSINS PPTYS INC COM 222795502 11 370 SH   SOLE   0 0 370
COVANTA HOLDING CORPORATION COM 22282E102 6,583 849,396 SH   SOLE   507,662 0 341,734
CROWN HOLDINGS INC COM 228368106 515 6,705 SH   SOLE   6,705 0 0
CYBERARK SOFTWARE LTD COM M2682V108 17,375 168,000 SH   SOLE   33,827 0 134,173
DARDEN RESTAURANTS INC COM 237194105 567 5,626 SH   SOLE   5,626 0 0
DARLING INGREDIENTS INC COM 237266101 8,649 240,057 SH   SOLE   143,078 0 96,979
DELEK US HOLDINGS INC COM 24665A103 2,751 247,125 SH   SOLE   146,840 0 100,285
DENTSPLY SIRONA INC COM 24906P109 11 260 SH   SOLE   0 0 260
DEXCOM COM 252131107 39,236 95,180 SH   SOLE   94,273 0 907
DIAMONDBACK ENERGY COM 25278X109 35 1,150 SH   SOLE   0 0 1,150
DICK'S SPORTING GOODS COM 253393102 126 2,175 SH   SOLE   0 0 2,175
DYCOM INDUSTRIES COM 267475101 10,085 190,929 SH   SOLE   41,488 0 149,441
EBIX INC COM 278715206 5,772 280,180 SH   SOLE   167,199 0 112,981
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 27,654 346,456 SH   SOLE   345,362 0 1,094
ELEMENT SOLUTIONS COM 28618M106 16,498 1,569,713 SH   SOLE   359,248 0 1,210,465
ELI LILLY AND CO COM 532457108 757 5,112 SH   SOLE   5,112 0 0
EMERGENT BIOSOLUTIONS COM 29089Q105 15,151 146,625 SH   SOLE   32,881 0 113,744
ENCORE CAPITAL GROUP COM 292554102 9 230 SH   SOLE   0 0 230
ENTERGY CORPORATION COM 29364G103 581 5,895 SH   SOLE   5,895 0 0
ENTERPRISE FINANCIAL SERVICES CORP COM 293712105 5,165 189,400 SH   SOLE   112,890 0 76,510
ENVESTNET INC COM 29404K106 35,950 465,915 SH   SOLE   464,575 0 1,340
EQT CORPORATION COM 26884L109 5 370 SH   SOLE   0 0 370
ESSENT GROUP LTD COM G3198U102 19,816 535,411 SH   SOLE   120,737 0 414,674
EVERCORE COM 29977A105 16,309 249,144 SH   SOLE   56,252 0 192,892
EVO PAYMENTS COM 26927E104 16,138 649,413 SH   SOLE   146,263 0 503,150
EVOLENT HEALTH COM 30050B101 11,582 933,286 SH   SOLE   213,526 0 719,760
EXACT SCIENCES CORPORATION COM 30063P105 24,771 242,969 SH   SOLE   242,214 0 755
EXELON CORPORATION COM 30161N101 521 14,580 SH   SOLE   14,580 0 0
EXTENDED STAY AMERICA COM 30224P200 17,830 1,492,088 SH   SOLE   507,966 0 984,122
FACEBOOK INC CLASS A COM 30303M102 53,351 203,706 SH   SOLE   203,092 0 614
FB FINANCIAL CORPORATION COM 30257X104 4,881 194,322 SH   SOLE   116,741 0 77,581
FIRST BANCORP COM 318910106 5,370 256,579 SH   SOLE   153,237 0 103,342
FIRST HORIZON NATIONAL CORPORATION COM 320517105 6,806 721,750 SH   SOLE   430,180 0 291,570
FIRSTCASH COM 33767D105 11,206 195,871 SH   SOLE   44,583 0 151,288
FIVE BELOW COM 33829M101 11,274 88,772 SH   SOLE   19,992 0 68,780
FLEETCOR TECHNOLOGIES COM 339041105 157 660 SH   SOLE   0 0 660
FLEX LTD COM Y2573F102 8,048 722,478 SH   SOLE   430,726 0 291,752
FLEXION THERAPEUTICS COM 33938J106 5,430 521,582 SH   SOLE   118,383 0 403,199
FMC CORPORATION COM 302491303 469 4,431 SH   SOLE   4,431 0 0
FOCUS FINANCIAL PARTNERS COM 34417P100 17,309 527,872 SH   SOLE   118,788 0 409,084
FOOT LOCKER, INC COM 344849104 6,578 199,145 SH   SOLE   118,843 0 80,302
FORMFACTOR COM 346375108 10,017 401,811 SH   SOLE   97,563 0 304,248
FORTUNE BRANDS HOME and SECURITY INC. COM 34964C106 689 7,963 SH   SOLE   7,963 0 0
FOX FACTORY HOLDING COM 35138V102 13,115 176,439 SH   SOLE   38,655 0 137,784
FRONT YARD RESIDENTIAL CORP CLASS B COM 35904G107 6,320 723,110 SH   SOLE   431,675 0 291,435
FTI CONSULTING COM 302941109 11,819 111,530 SH   SOLE   24,999 0 86,531
GALAPAGOS NV COM 36315X101 4,505 31,743 SH   SOLE   6,243 0 25,500
GAMING AND LEISURE PROPERTIES INC COM 36467J108 5 142 SH   SOLE   0 0 142
GASLOG LTD COM G37585109 2,315 854,367 SH   SOLE   172,931 0 681,436
GATX CORPORATION COM 361448103 5,785 90,739 SH   SOLE   54,070 0 36,669
GENERAC HOLDINGS COM 368736104 16,579 85,620 SH   SOLE   19,061 0 66,559
GENERAL MILLS INC. COM 370334104 513 8,324 SH   SOLE   8,324 0 0
GENERAL MOTORS CO COM 37045V100 620 20,964 SH   SOLE   20,964 0 0
GLOBAL BLOOD THERAPEUTICS COM 37890U108 11,431 207,316 SH   SOLE   46,749 0 160,567
GLOBE LIFE INC COM 37959E102 6 80 SH   SOLE   0 0 80
GMS INC COM 36251C103 8,876 368,296 SH   SOLE   219,251 0 149,045
GOOSEHEAD INSURANCE COM 38267D109 23,725 273,989 SH   SOLE   61,704 0 212,285
GRAPHIC PACKAGING HOLDING COM 388689101 6,363 451,587 SH   SOLE   268,856 0 182,731
GRAY TELEVISION INC COM 389375106 7,298 530,011 SH   SOLE   315,108 0 214,903
GREIF CLASS A COM 397624107 6,225 171,902 SH   SOLE   102,657 0 69,245
GRIFFON CORPORATION COM 398433102 6,459 330,533 SH   SOLE   197,053 0 133,480
GUIDEWIRE SOFTWARE INC COM 40171V100 23,919 229,394 SH   SOLE   228,661 0 733
HANCOCK WHITNEY CORPORATION COM 410120109 4,967 264,072 SH   SOLE   157,712 0 106,360
HANOVER INSURANCE GROUP INC COM 410867105 6,200 66,535 SH   SOLE   39,611 0 26,924
HEALTHEQUITY COM 42226A107 15,949 310,482 SH   SOLE   70,861 0 239,621
HEICO CORPORATION COM 422806109 30,022 286,852 SH   SOLE   285,968 0 884
HORACE MANN EDUCATORS CORPORATION COM 440327104 6,195 185,485 SH   SOLE   110,771 0 74,714
HOST HOTELS and RESORTS INC COM 44107P104 5 500 SH   SOLE   0 0 500
HUNTINGTON INGALLS INDUSTRIES INC COM 446413106 7 50 SH   SOLE   0 0 50
HUNTSMAN CORPORATION COM 447011107 8 360 SH   SOLE   0 0 360
HYATT HOTELS CORP CLASS A COM 448579102 388 7,268 SH   SOLE   7,268 0 0
IAA INC COM 449253103 16,543 317,710 SH   SOLE   70,170 0 247,540
ICF INTERNATIONAL COM 44925C103 18,496 300,602 SH   SOLE   68,079 0 232,523
ICON PLC COM G4705A100 30,912 161,767 SH   SOLE   30,533 0 131,234
IMAX CORP COM 45245E109 7,343 613,997 SH   SOLE   365,979 0 248,018
IMMUNOVANT COM 45258J102 6,322 179,665 SH   SOLE   40,136 0 139,529
INDEPENDENCE REALTY TRUST INC COM 45378A106 5,226 450,947 SH   SOLE   269,116 0 181,831
INDUSTRIAL LOGISTICS PROPERTIES TRUST COM 456237106 6,754 308,810 SH   SOLE   184,419 0 124,391
INGERSOLL RAND COM 45687V106 20,839 585,357 SH   SOLE   131,364 0 453,993
INT'L GAME TECHNOLOGY COM G4863A108 20,147 1,810,144 SH   SOLE   620,489 0 1,189,655
INTUITIVE SURGICAL INC COM 46120E602 39,996 56,369 SH   SOLE   56,198 0 171
INVITATION HOMES INC COM 46187W107 10 350 SH   SOLE   0 0 350
IONIS PHARMACEUTICALS COM 462222100 8,412 177,284 SH   SOLE   39,997 0 137,287
IOVANCE BIOTHERAPEUTICS COM 462260100 12,216 371,068 SH   SOLE   83,819 0 287,249
IQVIA HOLDINGS INC COM 46266C105 500 3,170 SH   SOLE   3,170 0 0
IRONWOOD PHARMACEUTICALS COM 46333X108 10,048 1,117,031 SH   SOLE   253,699 0 863,332
J.M. SMUCKER COMPANY COM 832696405 10 90 SH   SOLE   0 0 90
JEFFERIES FINANCIAL GROUP INC COM 47233W109 6 340 SH   SOLE   0 0 340
KANSAS CITY SOUTHERN COM 485170302 13 73 SH   SOLE   0 0 73
KAR AUCTION SERVICES COM 48238T109 9,806 680,938 SH   SOLE   152,225 0 528,713
KBR, INC COM 48242W106 14,671 656,133 SH   SOLE   149,155 0 506,978
KNIGHT-SWIFT TRANSPORTATION COM 499049104 15,829 388,907 SH   SOLE   102,674 0 286,233
KNOWLES CORP COM 49926D109 6,649 446,213 SH   SOLE   265,979 0 180,234
KRATOS DEFENSE and SECURITY SOLUTIONS COM 50077B207 18,295 948,908 SH   SOLE   217,165 0 731,743
LAM RESEARCH CORPORATION COM 512807108 739 2,228 SH   SOLE   2,228 0 0
LANTHEUS HOLDINGS INC COM 516544103 6,430 507,495 SH   SOLE   302,023 0 205,472
LAUREATE EDUCATION INC CLASS A COM 518613203 9 700 SH   SOLE   0 0 700
LENNAR CORPORATION CLASS A COM 526057104 591 7,238 SH   SOLE   7,238 0 0
LIBERTY OILFIELD SERVICES INC CLASS A COM 53115L104 4,245 531,289 SH   SOLE   317,186 0 214,103
LIONS GATE ENTERTAINMENT CL B COM 535919500 18,988 2,177,578 SH   SOLE   960,689 0 1,216,889
LIVENT CORPORATION COM 53814L108 7,700 858,398 SH   SOLE   511,619 0 346,779
LIVERAMP HOLDINGS COM 53815P108 28,823 556,750 SH   SOLE   130,037 0 426,713
LUMENTUM HOLDINGS COM 55024U109 19,935 265,335 SH   SOLE   60,712 0 204,623
M.D.C. HOLDINGS INC COM 552676108 9,278 196,991 SH   SOLE   117,226 0 79,765
MACQUARIE INFRASTRUCTURE CORP COM 55608B105 8 300 SH   SOLE   0 0 300
MARATHON PETROLEUM CORP COM 56585A102 265 9,023 SH   SOLE   9,023 0 0
MARINEMAX INC COM 567908108 6,507 253,503 SH   SOLE   150,158 0 103,345
MARKETAXESS HOLDINGS INC COM 57060D108 30,773 63,898 SH   SOLE   63,699 0 199
MASONITE INTERNATIONAL COM 575385109 22,916 232,889 SH   SOLE   53,477 0 179,412
MASTEC INC COM 576323109 11,230 266,117 SH   SOLE   158,522 0 107,595
MASTERCARD INCORPORATED CL A COM 57636Q104 37,455 110,758 SH   SOLE   110,414 0 344
MEDICAL PROPERTIES TRUST INC COM 58463J304 7 380 SH   SOLE   0 0 380
MERCK and CO. INC. COM 58933Y105 867 10,452 SH   SOLE   10,452 0 0
MERITOR INC COM 59001K100 7,115 339,771 SH   SOLE   202,923 0 136,848
METLIFE INC COM 59156R108 531 14,288 SH   SOLE   14,288 0 0
MICROSOFT CORP COM 594918104 2,567 12,205 SH   SOLE   12,205 0 0
MIDDLEBY CORPORATION COM 596278101 7,549 84,150 SH   SOLE   50,179 0 33,971
MIMECAST LIMITED COM G14838109 17,511 373,205 SH   SOLE   84,785 0 288,420
MONRO COM 610236101 6,336 156,175 SH   SOLE   34,988 0 121,187
MORGAN STANLEY COM 617446448 671 13,871 SH   SOLE   13,871 0 0
MYOKARDIA COM 62857M105 16,196 118,802 SH   SOLE   26,529 0 92,273
NEENAH INC COM 640079109 5,483 146,338 SH   SOLE   87,396 0 58,942
NEXPOINT RESIDENTIAL TRUST INC COM 65341D102 7,668 172,891 SH   SOLE   103,700 0 69,191
NEXSTAR MEDIA GROUP COM 65336K103 6,673 74,201 SH   SOLE   44,277 0 29,924
NIKE INC CLASS B COM 654106103 667 5,314 SH   SOLE   5,314 0 0
NORTHWESTERN CORPORATION COM 668074305 5,215 107,211 SH   SOLE   64,009 0 43,202
NOVOCURE LTD COM G6674U108 14,080 126,496 SH   SOLE   28,805 0 97,691
NUANCE COMMUNICATIONS COM 67020Y100 27,827 838,416 SH   SOLE   196,319 0 642,097
NVIDIA CORPORATION COM 67066G104 528 975 SH   SOLE   975 0 0
OAK STREET HEALTH COM 67181A107 14,448 270,352 SH   SOLE   60,906 0 209,446
OKTA INC COM 679295105 46,945 219,522 SH   SOLE   218,862 0 660
OLD REPUBLIC INTERNATIONAL CORPORATION COM 680223104 6 390 SH   SOLE   0 0 390
OLLIE'S BARGAIN OUTLET HLGS COM 681116109 19,530 223,578 SH   SOLE   50,504 0 173,074
OMNICELL COM 68213N109 19,760 264,670 SH   SOLE   59,263 0 205,407
ONTO INNOVATION COM 683344105 12,209 409,970 SH   SOLE   97,238 0 312,732
OPEN LENDING CORP COM 68373J104 9,586 375,928 SH   SOLE   85,440 0 290,488
ORION ENGINEERED CARBONS COM L72967109 12,356 987,670 SH   SOLE   218,569 0 769,101
OUTFRONT MEDIA INC COM 69007J106 5,952 409,058 SH   SOLE   243,701 0 165,357
OXFORD INDUSTRIES INC COM 691497309 3,531 87,489 SH   SOLE   52,185 0 35,304
PACIFIC PREMIER BANCORP INC COM 69478X105 6,339 314,756 SH   SOLE   187,286 0 127,470
PACIRA BIOSCIENCES COM 695127100 14,471 240,696 SH   SOLE   53,317 0 187,379
PAGERDUTY COM 69553P100 18,859 695,646 SH   SOLE   158,472 0 537,174
PALO ALTO NETWORKS COM 697435105 210 860 SH   SOLE   0 0 860
PALOMAR HOLDINGS COM 69753M105 26,880 257,863 SH   SOLE   58,475 0 199,388
PARSLEY ENERGY COM 701877102 4,870 520,327 SH   SOLE   115,296 0 405,031
PATTERSON COMPANIES INC COM 703395103 5,573 231,199 SH   SOLE   137,733 0 93,466
PAYPAL HOLDINGS INC COM 70450Y103 577 2,926 SH   SOLE   2,926 0 0
PERFORMANCE FOOD GROUP COM 71377A103 18,953 547,470 SH   SOLE   121,336 0 426,134
PETIQ INC COM 71639T106 18,268 554,922 SH   SOLE   126,584 0 428,338
PGT INNOVATIONS COM 69336V101 10,370 591,896 SH   SOLE   134,425 0 457,471
PHREESIA COM 71944F106 13,720 427,021 SH   SOLE   93,153 0 333,868
PINNACLE FINANCIAL PARTNERS INC COM 72346Q104 6,891 193,632 SH   SOLE   115,532 0 78,100
PLANET FITNESS INC. CLASS A COM 72703H101 31,060 504,064 SH   SOLE   502,599 0 1,465
PNM RES INC COM 69349H107 8,742 211,513 SH   SOLE   125,802 0 85,711
POLARIS INDUSTRIES INC COM 731068102 12 130 SH   SOLE   0 0 130
PREMIER INC CLASS A COM 74051N102 10,921 332,642 SH   SOLE   197,818 0 134,824
PRESTIGE CONSUMER HEALTHCARE INC COM 74112D101 4,980 136,733 SH   SOLE   81,923 0 54,810
PROCTER and GAMBLE COMPANY COM 742718109 1,176 8,464 SH   SOLE   8,464 0 0
PTC INC COM 69370C100 28,034 338,899 SH   SOLE   76,596 0 262,303
PVH CORP COM 693656100 6 100 SH   SOLE   0 0 100
QTS REALTY TRUST COM 74736A103 17,023 270,123 SH   SOLE   59,786 0 210,337
QUANTA SERVICES INC COM 74762E102 611 11,561 SH   SOLE   11,561 0 0
RANPAK HOLDINGS CORP. CLASS A COM 75321W103 3,828 402,090 SH   SOLE   240,143 0 161,947
RAYTHEON TECHNOLOGIES CORPORATION COM 75513E101 714 12,410 SH   SOLE   12,410 0 0
REALPAGE COM 75606N109 26,172 454,059 SH   SOLE   104,289 0 349,770
REGIONS FINANCIAL CORPORATION COM 7591EP100 7 630 SH   SOLE   0 0 630
RENASANT CORPORATION COM 75970E107 6,041 265,909 SH   SOLE   158,217 0 107,692
RENEWABLE ENERGY GROUP INC. COM 75972A301 5,710 106,895 SH   SOLE   64,255 0 42,640
ROKU INC. CLASS A COM 77543R102 495 2,620 SH   SOLE   2,620 0 0
RUSH ENTERPRISES INC CLASS A COM 781846209 8,502 168,216 SH   SOLE   100,463 0 67,753
RYDER SYSTEM INC COM 783549108 6,320 149,617 SH   SOLE   89,164 0 60,453
SP 500 CALL DEC 20 3505 COM 4NI99CBA9 67 8 SH   SOLE   0 0 8
SP 500 PUT DEC20 2685.00 COM 13B999UO9 20 8 SH   SOLE   0 0 8
SP 500 PUT DEC20 3185.00 COM 80B998LC6 92 8 SH   SOLE   0 0 8
SALESFORCE.COM INC. COM 79466L302 642 2,553 SH   SOLE   2,553 0 0
SANMINA-SCI CORP COM 801056102 5,441 201,143 SH   SOLE   119,723 0 81,420
SCHNEIDER NATIONAL COM 80689H102 17,488 707,177 SH   SOLE   162,733 0 544,444
SCORPIO TANKERS INC COM Y7542C130 2,437 220,150 SH   SOLE   131,186 0 88,964
SELECTIVE INS GROUP INC COM 816300107 5,596 108,687 SH   SOLE   64,965 0 43,722
SENSATA TECHNOLOGIES COM G8060N102 116 2,684 SH   SOLE   0 0 2,684
SERVICENOW, INC COM 81762P102 52,153 107,531 SH   SOLE   107,231 0 300
SHOPIFY COM 82509L107 23 22 SH   SOLE   0 0 22
SILICON MOTION TECHNOLOGY COM 82706C108 12,112 320,603 SH   SOLE   63,519 0 257,084
SILK ROAD MEDICAL COM 82710M100 22,505 334,839 SH   SOLE   75,310 0 259,529
SKECHERS USA COM 830566105 11 360 SH   SOLE   0 0 360
SKYLINE CHAMPION COM 830830105 15,605 582,912 SH   SOLE   132,970 0 449,942
SLEEP NUMBER CORPORATION COM 83125X103 19,703 402,838 SH   SOLE   90,304 0 312,534
SOUTH STATE CORPORATION COM 840441109 6,977 144,902 SH   SOLE   86,532 0 58,370
SPARK ENERGY INC CLASS A COM 846511103 4,045 486,132 SH   SOLE   290,590 0 195,542
SPLUNK INC. COM 848637104 27,089 143,991 SH   SOLE   143,539 0 452
SPOTIFY TECHNOLOGY SA COM L8681T102 26,004 107,201 SH   SOLE   106,858 0 343
SPROUT SOCIAL COM 85209W109 14,975 388,956 SH   SOLE   84,899 0 304,057
SPX CORP COM 784635104 26,758 576,925 SH   SOLE   130,861 0 446,064
SSC TECHNOLOGIES COM 78467J100 29,755 491,657 SH   SOLE   115,828 0 375,829
STEEL DYNAMICS COM 858119100 13,090 457,220 SH   SOLE   106,585 0 350,635
STIFEL FINANCIAL COM 860630102 23,295 460,732 SH   SOLE   147,053 0 313,679
STONERIDGE INC COM 86183P102 5,873 319,729 SH   SOLE   190,749 0 128,980
STRATEGIC EDUCATION COM 86272C103 12,748 139,373 SH   SOLE   31,454 0 107,919
SUMMIT HOTEL PROPERTIES INC COM 866082100 4,622 892,352 SH   SOLE   532,697 0 359,655
SUMMIT MATERIALS INC CLASS A COM 86614U100 6,185 373,920 SH   SOLE   223,300 0 150,620
SVB FINANCIAL GROUP COM 78486Q101 18,453 76,689 SH   SOLE   17,328 0 59,361
SYNEOS HEALTH COM 87166B102 27,762 522,242 SH   SOLE   119,594 0 402,648
SYNNEX CORPORATION COM 87162W100 14 100 SH   SOLE   0 0 100
SYNOVUS FINANCIAL CORP COM 87161C501 6,769 319,753 SH   SOLE   190,612 0 129,141
SYSCO CORPORATION COM 871829107 498 8,009 SH   SOLE   8,009 0 0
TABULA RASA HEALTHCARE COM 873379101 8,777 215,289 SH   SOLE   46,742 0 168,547
TACTILE SYSTEMS TECHNOLOGY COM 87357P100 10,308 281,705 SH   SOLE   62,666 0 219,039
TALEND SA COM 874224207 7,331 187,772 SH   SOLE   38,265 0 149,507
TAYLOR MORRISON HOME COM 87724P106 8,049 327,328 SH   SOLE   194,807 0 132,521
TCF FINANCIAL CORPORATION COM 872307103 5,527 236,583 SH   SOLE   141,931 0 94,652
TELADOC HEALTH COM 87918A105 37,101 169,224 SH   SOLE   167,561 0 1,663
TENCENT HLDGS LTD. UNSP ADR COM 88032Q109 4 55 SH   SOLE   0 0 55
TERADYNE COM 880770102 16,440 206,894 SH   SOLE   47,556 0 159,338
TEXAS INSTRUMENTS INCORPORATED COM 882508104 914 6,400 SH   SOLE   6,400 0 0
THERAVANCE BIOPHARMA COM G8807B106 6,100 412,594 SH   SOLE   92,552 0 320,042
THERMO FISHER SCIENTIFIC COM 883556102 965 2,185 SH   SOLE   2,185 0 0
THOR INDUSTRIES INC COM 885160101 11 120 SH   SOLE   0 0 120
TRADE DESK, INC CLASS A COM 88339J105 45,981 88,632 SH   SOLE   88,377 0 255
TRIUMPH BANCORP COM 89679E300 10,964 352,084 SH   SOLE   80,306 0 271,778
TURNING POINT THERAPEUTICS COM 90041T108 8,649 99,001 SH   SOLE   22,107 0 76,894
TUTOR PERINI COM 901109108 9,182 824,963 SH   SOLE   491,181 0 333,782
TYLER TECHNOLOGIES INC COM 902252105 26,297 75,445 SH   SOLE   75,215 0 230
U.S. PHYSICAL THERAPY COM 90337L108 12,869 148,125 SH   SOLE   33,185 0 114,940
UMPQUA HLDGS CORP COM 904214103 5,973 562,464 SH   SOLE   335,111 0 227,353
UNITED COMMUNITY BANKS INC COM 90984P303 5,646 333,468 SH   SOLE   198,944 0 134,524
UNITEDHEALTH GROUP INCORPORATED COM 91324P102 1,063 3,410 SH   SOLE   3,410 0 0
UNIVERSAL ELECTRONICS INC COM 913483103 7,111 188,411 SH   SOLE   112,437 0 75,974
UNIVERSAL INSURANCE HOLDINGS INC COM 91359V107 3,903 282,007 SH   SOLE   168,411 0 113,596
URBAN OUTFITTERS INC COM 917047102 6,729 323,371 SH   SOLE   192,601 0 130,770
VALLEY NATIONAL BANCORP COM 919794107 5,542 809,019 SH   SOLE   482,886 0 326,133
VEEVA SYSTEMS COM 922475108 51,358 182,645 SH   SOLE   182,069 0 576
VERISK ANALYTICS INC COM 92345Y106 503 2,713 SH   SOLE   2,713 0 0
VERITEX HOLDINGS INC COM 923451108 6,041 354,724 SH   SOLE   211,719 0 143,005
VERRA MOBILITY COM 92511U102 7,118 736,813 SH   SOLE   158,847 0 577,966
VERTEX PHARMACEUTICALS INCORPORATED COM 92532F100 37,248 136,880 SH   SOLE   136,455 0 425
VIRTU FINANCIAL COM 928254101 12,461 541,530 SH   SOLE   123,942 0 417,588
VISA INC CLASS A COM 92826C839 46,291 231,488 SH   SOLE   230,810 0 678
VISTEON CORPORATION COM 92839U206 7,536 108,877 SH   SOLE   64,918 0 43,959
VOYA FINANCIAL INC COM 929089100 11 220 SH   SOLE   0 0 220
WABASH NATIONAL COM 929566107 18,575 1,553,059 SH   SOLE   606,191 0 946,868
WALMART INC COM 931142103 801 5,728 SH   SOLE   5,728 0 0
WEBSTER FINL CORP CONN COM 947890109 6,157 233,145 SH   SOLE   139,929 0 93,216
WESBANCO INC COM 950810101 6,602 309,060 SH   SOLE   184,386 0 124,674
WESCO INTERNATIONAL INC COM 95082P105 9,381 213,102 SH   SOLE   126,646 0 86,456
WESTERN ALLIANCE BANCORP COM 957638109 9 283 SH   SOLE   0 0 283
WESTERN DIGITAL CORPORATION COM 958102105 8 220 SH   SOLE   0 0 220
WEX INC COM 96208T104 12,377 89,059 SH   SOLE   19,520 0 69,539
WEYERHAEUSER COMPANY COM 962166104 14 500 SH   SOLE   0 0 500
WINNEBAGO INDUSTRIES INC COM 974637100 8,302 160,678 SH   SOLE   94,573 0 66,105
WINTRUST FINANCIAL COM 97650W108 5,824 145,416 SH   SOLE   86,919 0 58,497
WOODWARD COM 980745103 10,362 129,267 SH   SOLE   28,261 0 101,006
WORKDAY INC. CLASS A COM 98138H101 41,300 191,975 SH   SOLE   191,381 0 594
WPX ENERGY INC CLASS A COM 98212B103 3,032 618,710 SH   SOLE   368,513 0 250,197
WYNDHAM DESTINATIONS INC COM 98310W108 8 250 SH   SOLE   0 0 250
WYNN RESORTS LIMITED COM 983134107 8 115 SH   SOLE   0 0 115
XPERI HOLDING CORP COM 98390M103 7,003 609,476 SH   SOLE   364,112 0 245,364
ZENDESK COM 98936J101 17,067 165,826 SH   SOLE   39,343 0 126,483
ZIX CORPORATION COM 98974P100 8,344 1,428,821 SH   SOLE   858,355 0 570,466
ZUORA INC COM 98983V106 12,944 1,251,870 SH   SOLE   283,046 0 968,824
ZYMEWORKS COM 98985W102 8,583 184,263 SH   SOLE   36,499 0 147,764
ZYNGA COM 98986T108 21,421 2,348,766 SH   SOLE   525,112 0 1,823,654