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
2U INC COM 90214J101 14,985 446,378 SH   SOLE   382,498 0 63,880
ABBVIE INC COM 00287Y109 10,605 98,316 SH   SOLE   71,140 0 27,176
ACCELERON PHARMA INC COM 00434H108 154,012 894,898 SH   SOLE   730,438 0 164,460
ADVANCED DRAIN SYS INC DEL COM 00790R104 159,699 1,476,375 SH   SOLE   1,227,919 0 248,456
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 7,270 38,050 SH   SOLE   25,400 0 12,650
ALIGN TECHNOLOGY INC COM 016255101 66,801 100,387 SH   SOLE   79,988 0 20,399
ALPHABET INC CAP STK CL A 02079K305 493,492 184,585 SH   SOLE   158,222 0 26,363
ALPHABET INC CAP STK CL C 02079K107 12,988 4,873 SH   SOLE   3,331 0 1,542
AMAZON COM INC COM 023135106 445,382 135,579 SH   SOLE   116,027 0 19,552
AMEDISYS INC COM 023436108 33,639 225,617 SH   SOLE   192,912 0 32,705
AMERICAN ASSETS TR INC COM 024013104 39,076 1,044,255 SH   SOLE   891,755 0 152,500
AMERICAN FINL GROUP INC OHIO COM 025932104 76,186 605,464 SH   SOLE   470,304 0 135,160
AMERICAN INTL GROUP INC COM NEW 026874784 4,639 84,520 SH   SOLE   57,310 0 27,210
AMETEK INC COM 031100100 160,310 1,292,719 SH   SOLE   1,094,645 0 198,074
ANALOG DEVICES INC COM 032654105 4,864 29,040 SH   SOLE   19,300 0 9,740
ANAPLAN INC COM 03272L108 34,274 562,892 SH   SOLE   483,452 0 79,440
APPLE INC COM 037833100 664,976 4,699,480 SH   SOLE   4,012,085 0 687,395
APPLIED MATLS INC COM 038222105 79,286 615,906 SH   SOLE   515,253 0 100,653
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 48,691 659,498 SH   SOLE   509,208 0 150,290
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 336,551 2,111,493 SH   SOLE   1,843,579 0 267,914
ATKORE INC COM 047649108 167,605 1,928,268 SH   SOLE   1,616,598 0 311,670
AVALARA INC COM 05338G106 62,538 357,832 SH   SOLE   276,725 0 81,107
AVANTOR INC COM 05352A100 84,857 2,074,741 SH   SOLE   1,705,005 0 369,736
AVERY DENNISON CORP COM 053611109 5,349 25,813 SH   SOLE   25,813 0 0
AVIENT CORPORATION COM 05368V106 31,454 678,625 SH   SOLE   581,545 0 97,080
AXALTA COATING SYS LTD COM G0750C108 61,496 2,106,739 SH   SOLE   1,713,229 0 393,510
AZEK CO INC CL A 05478C105 39,460 1,080,213 SH   SOLE   923,813 0 156,400
BIO RAD LABS INC CL A 090572207 260,846 349,683 SH   SOLE   295,105 0 54,578
BIOGEN INC COM 09062X103 84,026 296,922 SH   SOLE   243,668 0 53,254
BIOMARIN PHARMACEUTICAL INC COM 09061G101 50,557 654,123 SH   SOLE   570,453 0 83,670
BLACK KNIGHT INC COM 09215C105 832 11,550 SH   SOLE   11,550 0 0
BLACKLINE INC COM 09239B109 26,609 225,388 SH   SOLE   192,978 0 32,410
BLACKROCK INC COM 09247X101 6,453 7,695 SH   SOLE   5,140 0 2,555
BLUEPRINT MEDICINES CORP COM 09627Y109 124,950 1,215,353 SH   SOLE   983,193 0 232,160
BOSTON SCIENTIFIC CORP COM 101137107 86,877 2,002,229 SH   SOLE   1,674,532 0 327,697
BRIDGEBIO PHARMA INC COM 10806X102 22,262 474,976 SH   SOLE   406,690 0 68,286
BRIGHT HORIZONS FAM SOL IN D COM 109194100 5,221 37,450 SH   SOLE   37,450 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,678 95,960 SH   SOLE   95,960 0 0
BROADCOM INC COM 11135F101 19,392 39,990 SH   SOLE   29,283 0 10,707
BRP GROUP INC COM CL A 05589G102 30,312 910,543 SH   SOLE   784,509 0 126,034
BRP INC COM SUN VTG 05577W200 89,610 966,877 SH   SOLE   796,007 0 170,870
BUNGE LIMITED COM G16962105 5,356 65,860 SH   SOLE   46,990 0 18,870
CATALENT INC COM 148806102 79,146 594,767 SH   SOLE   455,257 0 139,510
CELANESE CORP DEL COM 150870103 53,014 351,927 SH   SOLE   299,152 0 52,775
CHIPOTLE MEXICAN GRILL INC COM 169656105 91,730 50,470 SH   SOLE   43,726 0 6,744
CHURCHILL DOWNS INC COM 171484108 51,024 212,530 SH   SOLE   181,550 0 30,980
CINTAS CORP COM 172908105 18,491 48,575 SH   SOLE   44,260 0 4,315
CIRRUS LOGIC INC COM 172755100 51,820 629,269 SH   SOLE   486,929 0 142,340
CISCO SYS INC COM 17275R102 7,013 128,850 SH   SOLE   85,970 0 42,880
COCA COLA CO COM 191216100 5,838 111,255 SH   SOLE   74,260 0 36,995
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 47,085 664,668 SH   SOLE   514,452 0 150,216
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 35,192 474,225 SH   SOLE   405,319 0 68,906
COGNYTE SOFTWARE LTD ORD SHS M25133105 10,207 496,695 SH   SOLE   425,653 0 71,042
COMCAST CORP NEW CL A 20030N101 8,441 150,914 SH   SOLE   91,665 0 59,249
CONOCOPHILLIPS COM 20825C104 86,055 1,269,804 SH   SOLE   1,032,492 0 237,312
COOPER COS INC COM NEW 216648402 51,238 123,969 SH   SOLE   107,375 0 16,594
COPART INC COM 217204106 86,043 620,262 SH   SOLE   553,702 0 66,560
COSTAR GROUP INC COM 22160N109 6,411 74,500 SH   SOLE   74,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 141,900 315,790 SH   SOLE   260,315 0 55,475
CSX CORP COM 126408103 850 28,590 SH   SOLE   28,590 0 0
CVS HEALTH CORP COM 126650100 5,289 62,325 SH   SOLE   41,600 0 20,725
DANAHER CORPORATION COM 235851102 9,901 32,521 SH   SOLE   29,499 0 3,022
DARDEN RESTAURANTS INC COM 237194105 43,902 289,838 SH   SOLE   223,318 0 66,520
DEVON ENERGY CORP NEW COM 25179M103 87,289 2,458,154 SH   SOLE   2,221,534 0 236,620
DEXCOM INC COM 252131107 64,887 118,654 SH   SOLE   106,749 0 11,905
DIAMONDBACK ENERGY INC COM 25278X109 49,423 522,053 SH   SOLE   412,383 0 109,670
DISNEY WALT CO COM 254687106 1,340 7,921 SH   SOLE   920 0 7,001
DOUGLAS EMMETT INC COM 25960P109 92,088 2,913,245 SH   SOLE   2,246,965 0 666,280
ENCORE WIRE CORP COM 292562105 11,701 123,392 SH   SOLE   106,183 0 17,209
ESSENTIAL PPTYS RLTY TR INC COM 29670E107 891 31,900 SH   SOLE   31,900 0 0
ESSEX PPTY TR INC COM 297178105 62,342 194,976 SH   SOLE   170,086 0 24,890
EXPEDIA GROUP INC COM NEW 30212P303 43,452 265,114 SH   SOLE   231,244 0 33,870
F5 NETWORKS INC COM 315616102 66,128 332,669 SH   SOLE   257,179 0 75,490
FACEBOOK INC CL A 30303M102 327,629 965,347 SH   SOLE   832,506 0 132,841
FAIR ISAAC CORP COM 303250104 5,703 14,331 SH   SOLE   13,091 0 1,240
FATE THERAPEUTICS INC COM 31189P102 17,254 291,101 SH   SOLE   268,081 0 23,020
FIDELITY NATL INFORMATION SV COM 31620M106 90,741 745,736 SH   SOLE   619,233 0 126,503
FIRST CTZNS BANCSHARES INC N CL A 31946M103 51,623 61,225 SH   SOLE   52,786 0 8,439
FIVE BELOW INC COM 33829M101 103,598 585,930 SH   SOLE   472,460 0 113,470
FLEETCOR TECHNOLOGIES INC COM 339041105 50,061 191,605 SH   SOLE   167,146 0 24,459
FLYWIRE CORPORATION COM VTG 302492103 27,802 634,179 SH   SOLE   544,729 0 89,450
FMC CORP COM NEW 302491303 40,142 438,427 SH   SOLE   338,600 0 99,827
FOOT LOCKER INC COM 344849104 3,846 84,225 SH   SOLE   56,010 0 28,215
FORTINET INC COM 34959E109 165,306 566,040 SH   SOLE   484,880 0 81,160
FREEPORT-MCMORAN INC CL B 35671D857 69,309 2,130,621 SH   SOLE   1,971,961 0 158,660
GALLAGHER ARTHUR J & CO COM 363576109 116,480 783,584 SH   SOLE   691,449 0 92,135
GARTNER INC COM 366651107 67,655 222,636 SH   SOLE   175,056 0 47,580
GLOBAL PMTS INC COM 37940X102 96,455 612,103 SH   SOLE   545,660 0 66,443
HAEMONETICS CORP MASS COM 405024100 95,763 1,356,614 SH   SOLE   1,124,568 0 232,046
HARTFORD FINL SVCS GROUP INC COM 416515104 6,666 94,895 SH   SOLE   63,340 0 31,555
HEICO CORP NEW CL A 422806208 2,384 20,130 SH   SOLE   20,130 0 0
HEXCEL CORP NEW COM 428291108 91,944 1,548,141 SH   SOLE   1,252,217 0 295,924
HOME DEPOT INC COM 437076102 18,451 56,208 SH   SOLE   36,883 0 19,325
HOWARD HUGHES CORP COM 44267D107 588 6,700 SH   SOLE   6,700 0 0
HUBSPOT INC COM 443573100 188,313 278,533 SH   SOLE   232,738 0 45,795
HUMANA INC COM 444859102 128,223 329,494 SH   SOLE   274,800 0 54,694
IAA INC COM 449253103 45,349 831,029 SH   SOLE   641,589 0 189,440
ICON PLC SHS G4705A100 336,681 1,284,943 SH   SOLE   1,088,932 0 196,011
IDEX CORP COM 45167R104 107,392 518,927 SH   SOLE   421,984 0 96,943
IDEXX LABS INC COM 45168D104 46,702 75,096 SH   SOLE   65,731 0 9,365
ILLINOIS TOOL WKS INC COM 452308109 11,862 57,407 SH   SOLE   42,802 0 14,605
INNOVIVA INC COM 45781M101 58,432 3,496,845 SH   SOLE   3,024,035 0 472,810
INSULET CORP COM 45784P101 112,954 397,404 SH   SOLE   327,702 0 69,702
INTUIT COM 461202103 106,701 197,773 SH   SOLE   157,619 0 40,154
INVITAE CORP COM 46185L103 37,121 1,305,681 SH   SOLE   1,116,591 0 189,090
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 106,844 8,181,003 SH   SOLE   7,036,946 0 1,144,057
ISHARES TR RUS MD CP GR ETF 464287481 256 2,281 SH   SOLE   2,281 0 0
ITT INC COM 45073V108 62,144 723,953 SH   SOLE   656,105 0 67,848
JOHNSON & JOHNSON COM 478160104 8,152 50,476 SH   SOLE   33,981 0 16,495
JPMORGAN CHASE & CO COM 46625H100 1,031 6,300 SH   SOLE   6,300 0 0
JUNIPER NETWORKS INC COM 48203R104 49,505 1,798,858 SH   SOLE   1,567,998 0 230,860
LAM RESEARCH CORP COM 512807108 7,385 12,975 SH   SOLE   8,670 0 4,305
LIGHTSPEED COMMERCE INC SUB VTG SHS 53229C107 56,809 589,122 SH   SOLE   512,733 0 76,389
LINCOLN ELEC HLDGS INC COM 533900106 84,747 658,022 SH   SOLE   533,732 0 124,290
LIVE NATION ENTERTAINMENT IN COM 538034109 97,254 1,067,198 SH   SOLE   959,197 0 108,001
LPL FINL HLDGS INC COM 50212V100 184,427 1,176,494 SH   SOLE   1,004,107 0 172,387
LUMENTUM HLDGS INC COM 55024U109 89,298 1,068,930 SH   SOLE   907,970 0 160,960
LYFT INC CL A COM 55087P104 54,293 1,013,124 SH   SOLE   782,234 0 230,890
MERCADOLIBRE INC COM 58733R102 113,657 67,677 SH   SOLE   56,013 0 11,664
MERITOR INC COM 59001K100 1,485 69,680 SH   SOLE   69,680 0 0
METROPOLITAN BK HLDG CORP COM 591774104 1,071 12,700 SH   SOLE   12,700 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 9,742 7,073 SH   SOLE   5,862 0 1,211
MGM RESORTS INTERNATIONAL COM 552953101 136,900 3,172,660 SH   SOLE   2,762,649 0 410,011
MICROCHIP TECHNOLOGY INC. COM 595017104 136,785 891,163 SH   SOLE   743,927 0 147,236
MICRON TECHNOLOGY INC COM 595112103 58,207 820,053 SH   SOLE   653,058 0 166,995
MICROSOFT CORP COM 594918104 479,653 1,701,379 SH   SOLE   1,444,146 0 257,233
MIMECAST LTD ORD SHS G14838109 42,444 667,361 SH   SOLE   578,881 0 88,480
MISTER CAR WASH INC COM 60646V105 20,143 1,103,749 SH   SOLE   948,798 0 154,951
MKS INSTRS INC COM 55306N104 83,600 553,972 SH   SOLE   443,412 0 110,560
MORGAN STANLEY COM NEW 617446448 139,489 1,433,446 SH   SOLE   1,220,230 0 213,216
MSCI INC COM 55354G100 78,851 129,616 SH   SOLE   115,431 0 14,185
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 415 7,860 SH   SOLE   7,860 0 0
NATIONAL VISION HLDGS INC COM 63845R107 168,319 2,964,929 SH   SOLE   2,488,236 0 476,693
NCR CORP NEW COM 62886E108 18,873 486,926 SH   SOLE   417,018 0 69,908
NEUROCRINE BIOSCIENCES INC COM 64125C109 69,360 723,178 SH   SOLE   559,368 0 163,810
NEWMONT CORP COM 651639106 1,850 34,064 SH   SOLE   27,647 0 6,417
NICE LTD SPONSORED ADR 653656108 135,014 475,333 SH   SOLE   423,703 0 51,630
NIKE INC CL B 654106103 1,006 6,929 SH   SOLE   880 0 6,049
NKARTA INC COM 65487U108 13,743 494,173 SH   SOLE   423,405 0 70,768
NOVAVAX INC COM NEW 670002401 49,423 238,400 SH   SOLE   195,470 0 42,930
NUTANIX INC CL A 67059N108 64,794 1,718,666 SH   SOLE   1,485,989 0 232,677
NVIDIA CORPORATION COM 67066G104 127,857 617,191 SH   SOLE   541,532 0 75,659
NXP SEMICONDUCTORS N V COM N6596X109 613 3,131 SH   SOLE   370 0 2,761
OAK STR HEALTH INC COM 67181A107 87,152 2,049,183 SH   SOLE   1,690,173 0 359,010
OLD DOMINION FREIGHT LINE IN COM 679580100 357 1,249 SH   SOLE   1,249 0 0
ON SEMICONDUCTOR CORP COM 682189105 36,424 795,812 SH   SOLE   694,052 0 101,760
OPTION CARE HEALTH INC COM NEW 68404L201 52,576 2,167,199 SH   SOLE   1,848,889 0 318,310
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 44,384 1,737,125 SH   SOLE   1,418,525 0 318,600
PACIRA BIOSCIENCES INC COM 695127100 63,074 1,126,319 SH   SOLE   1,012,479 0 113,840
PALO ALTO NETWORKS INC COM 697435105 96,454 201,365 SH   SOLE   175,670 0 25,695
PALOMAR HLDGS INC COM 69753M105 24,010 297,046 SH   SOLE   255,851 0 41,195
PAYA HOLDINGS INC COM CL A 70434P103 36,477 3,355,737 SH   SOLE   2,593,459 0 762,278
PAYLOCITY HLDG CORP COM 70438V106 90,553 322,942 SH   SOLE   253,614 0 69,328
PAYPAL HLDGS INC COM 70450Y103 156,612 601,867 SH   SOLE   503,920 0 97,947
PDC ENERGY INC COM 69327R101 37,521 791,747 SH   SOLE   677,767 0 113,980
PEGASYSTEMS INC COM 705573103 56,398 443,730 SH   SOLE   342,600 0 101,130
PEPSICO INC COM 713448108 6,265 41,650 SH   SOLE   27,790 0 13,860
PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 852 64,280 SH   SOLE   64,280 0 0
PLAYA HOTELS & RESORTS NV SHS N70544106 33,143 3,997,951 SH   SOLE   3,428,544 0 569,407
POOL CORP COM 73278L105 495 1,140 SH   SOLE   1,140 0 0
PRICE T ROWE GROUP INC COM 74144T108 7,234 36,775 SH   SOLE   24,550 0 12,225
PRIMERICA INC COM 74164M108 38,405 249,981 SH   SOLE   215,740 0 34,241
PS BUSINESS PKS INC CALIF COM 69360J107 41,170 262,662 SH   SOLE   224,292 0 38,370
PURE STORAGE INC CL A 74624M102 43,274 1,719,935 SH   SOLE   1,470,831 0 249,104
QUALCOMM INC COM 747525103 100,882 782,152 SH   SOLE   664,397 0 117,755
QUEST DIAGNOSTICS INC COM 74834L100 56,438 388,397 SH   SOLE   329,937 0 58,460
RANPAK HOLDINGS CORP COM CL A 75321W103 32,422 1,208,886 SH   SOLE   1,038,246 0 170,640
RAYMOND JAMES FINL INC COM 754730109 3,700 40,095 SH   SOLE   40,095 0 0
REVOLVE GROUP INC CL A 76156B107 28,895 467,781 SH   SOLE   358,205 0 109,576
RINGCENTRAL INC CL A 76680R206 37,618 172,955 SH   SOLE   150,835 0 22,120
ROCKET PHARMACEUTICALS INC COM 77313F106 60,572 2,026,481 SH   SOLE   1,724,797 0 301,684
ROCKWELL AUTOMATION INC COM 773903109 71,881 244,459 SH   SOLE   213,354 0 31,105
ROKU INC COM CL A 77543R102 65,300 208,394 SH   SOLE   181,764 0 26,630
ROSS STORES INC COM 778296103 62,882 577,698 SH   SOLE   503,868 0 73,830
S&P GLOBAL INC COM 78409V104 1,816 4,274 SH   SOLE   510 0 3,764
SAIA INC COM 78709Y105 103,814 436,138 SH   SOLE   358,468 0 77,670
SALESFORCE COM INC COM 79466L302 205,234 756,707 SH   SOLE   640,245 0 116,462
SCIENCE APPLICATIONS INTL CO COM 808625107 2,119 24,770 SH   SOLE   24,770 0 0
SEAGEN INC COM 81181C104 80,382 473,390 SH   SOLE   412,920 0 60,470
SEMTECH CORP COM 816850101 25,812 331,053 SH   SOLE   284,804 0 46,249
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 45,421 830,059 SH   SOLE   662,279 0 167,780
SERVICENOW INC COM 81762P102 211,567 339,992 SH   SOLE   290,648 0 49,344
SHIFT4 PMTS INC CL A 82452J109 34,259 441,940 SH   SOLE   378,370 0 63,570
SIGNATURE BK NEW YORK N Y COM 82669G104 62,644 230,072 SH   SOLE   177,752 0 52,320
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 71,791 1,040,749 SH   SOLE   906,060 0 134,689
SILVERGATE CAP CORP CL A 82837P408 13,952 120,795 SH   SOLE   103,606 0 17,189
SMART GLOBAL HLDGS INC SHS G8232Y101 27,691 622,280 SH   SOLE   539,563 0 82,717
SMARTSHEET INC COM CL A 83200N103 38,257 555,906 SH   SOLE   479,206 0 76,700
SOTERA HEALTH CO COM 83601L102 567 21,690 SH   SOLE   21,690 0 0
SPDR SER TR S&P OILGAS EXP 78468R556 861 8,900 SH   SOLE   8,900 0 0
SPIRIT RLTY CAP INC NEW COM NEW 84860W300 63,867 1,387,203 SH   SOLE   1,249,553 0 137,650
SPLUNK INC COM 848637104 61,040 421,808 SH   SOLE   364,229 0 57,579
STARBUCKS CORP COM 855244109 1,195 10,830 SH   SOLE   1,255 0 9,575
SUN CMNTYS INC COM 866674104 7,210 38,950 SH   SOLE   26,000 0 12,950
SVB FINANCIAL GROUP COM 78486Q101 99,987 154,568 SH   SOLE   129,192 0 25,376
SYNCHRONY FINANCIAL COM 87165B103 101,441 2,075,316 SH   SOLE   1,905,641 0 169,675
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 45,352 294,358 SH   SOLE   256,568 0 37,790
TANDEM DIABETES CARE INC COM NEW 875372203 39,518 331,027 SH   SOLE   283,227 0 47,800
TAPESTRY INC COM 876030107 139,067 3,756,532 SH   SOLE   3,160,751 0 595,781
TARGET CORP COM 87612E106 98,225 429,362 SH   SOLE   334,341 0 95,021
TELEDYNE TECHNOLOGIES INC COM 879360105 94,045 218,923 SH   SOLE   180,334 0 38,589
TENNECO INC CL A VTG COM STK 880349105 460 32,220 SH   SOLE   32,220 0 0
TERADYNE INC COM 880770102 46,053 421,845 SH   SOLE   367,945 0 53,900
TERRENO RLTY CORP COM 88146M101 559 8,840 SH   SOLE   8,840 0 0
TG THERAPEUTICS INC COM 88322Q108 55,468 1,666,699 SH   SOLE   1,299,849 0 366,850
THERMO FISHER SCIENTIFIC INC COM 883556102 133,002 232,794 SH   SOLE   200,358 0 32,436
TIMKEN CO COM 887389104 47,681 728,848 SH   SOLE   612,291 0 116,557
T-MOBILE US INC COM 872590104 49,098 384,302 SH   SOLE   310,718 0 73,584
TOPBUILD CORP COM 89055F103 91,067 444,639 SH   SOLE   361,959 0 82,680
TRANE TECHNOLOGIES PLC SHS G8994E103 129,433 749,685 SH   SOLE   608,236 0 141,449
TRANSDIGM GROUP INC COM 893641100 217,822 348,755 SH   SOLE   304,201 0 44,554
TRANSUNION COM 89400J107 133,257 1,186,515 SH   SOLE   974,811 0 211,704
TREX CO INC COM 89531P105 117,476 1,152,517 SH   SOLE   959,897 0 192,620
TURNING POINT THERAPEUTICS I COM 90041T108 62,211 936,491 SH   SOLE   834,761 0 101,730
TWILIO INC CL A 90138F102 74,428 233,281 SH   SOLE   209,646 0 23,635
ULTA BEAUTY INC COM 90384S303 68,297 189,230 SH   SOLE   165,007 0 24,223
UNION PAC CORP COM 907818108 144,647 737,958 SH   SOLE   638,588 0 99,370
UNITEDHEALTH GROUP INC COM 91324P102 22,278 57,014 SH   SOLE   57,014 0 0
UPWORK INC COM 91688F104 9,486 210,668 SH   SOLE   180,138 0 30,530
VAIL RESORTS INC COM 91879Q109 108,607 325,122 SH   SOLE   266,936 0 58,186
VALERO ENERGY CORP COM 91913Y100 4,337 61,460 SH   SOLE   46,670 0 14,790
VENTAS INC COM 92276F100 245 4,442 SH   SOLE   4,442 0 0
VISA INC COM CL A 92826C839 230,845 1,036,339 SH   SOLE   875,946 0 160,393
VULCAN MATLS CO COM 929160109 58,726 347,162 SH   SOLE   268,012 0 79,150
WALMART INC COM 931142103 6,405 45,950 SH   SOLE   30,550 0 15,400
WASTE CONNECTIONS INC COM 94106B101 44,341 352,112 SH   SOLE   302,292 0 49,820
WESTERN DIGITAL CORP. COM 958102105 34,489 611,079 SH   SOLE   523,249 0 87,830
WEX INC COM 96208T104 49,367 280,272 SH   SOLE   212,584 0 67,688
WILLIAMS COS INC COM 969457100 605 23,330 SH   SOLE   23,330 0 0
WILLIAMS SONOMA INC COM 969904101 61,776 348,366 SH   SOLE   298,986 0 49,380
WNS HLDGS LTD SPON ADR 92932M101 31,503 385,126 SH   SOLE   330,015 0 55,111
WORKDAY INC CL A 98138H101 158,365 633,738 SH   SOLE   539,768 0 93,970
XILINX INC COM 983919101 65,050 430,820 SH   SOLE   375,750 0 55,070
ZENDESK INC COM 98936J101 221,533 1,903,372 SH   SOLE   1,623,276 0 280,096
ZYNGA INC CL A 98986T108 76,547 10,165,657 SH   SOLE   8,253,847 0 1,911,810