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
8X8 INC COM 282914100 4,586 320,701 SH   SOLE   242,773 0 77,928
ABIOMED INC COM 003654100 753 6,685 SH   SOLE   5,315 0 1,370
ABRAXAS PETROLEUM CORP COM 003830106 1,152 448,322 SH   SOLE   63,915 0 384,407
ACACIA COMMUNICATIONS INC COM 00401C108 7,029 113,828 SH   SOLE   75,148 0 38,680
ACCELERATE DIAGNOSTICS INC COM 00430H102 828 39,910 SH   SOLE   18,747 0 21,163
ACLARIS THERAPEUTICS INC COM 00461U105 12,700 467,937 SH   SOLE   386,158 0 81,779
ACUITY BRANDS INC COM 00508Y102 524 2,268 SH   SOLE   2,003 0 265
ADECOAGRO SA COM L00849106 871 83,918 SH   SOLE   73,673 0 10,245
ADVANCED DISPOSAL SERVICES I COM 00790X101 1,081 48,640 SH   SOLE   22,829 0 25,811
ADVANCED MICRO DEVICES COM 007903107 4,290 378,334 SH   SOLE   215,852 0 162,482
ADVANSIX INC COM 00773T101 2,879 130,041 SH   SOLE   110,237 0 19,804
AEGEAN MARINE PETROLEUM NETW ADR Y0017S102 3,691 363,678 SH   SOLE   308,184 0 55,494
AFLAC INC COM 001055102 418 6,009 SH   SOLE   0 0 6,009
AGREE REALTY CORP COM 008492100 2,773 60,224 SH   SOLE   17,374 0 42,850
AIR TRANSPORT SERVICES GROUP COM 00922R105 6,663 417,465 SH   SOLE   332,308 0 85,157
AIRGAIN INC COM 00938A104 3,076 213,582 SH   SOLE   181,154 0 32,428
ALASKA AIR GROUP INC COM 011659109 1,759 19,829 SH   SOLE   17,470 0 2,359
ALBEMARLE CORP COM 012653101 2,058 23,907 SH   SOLE   18,058 0 5,849
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 98,676 1,123,744 SH   SOLE   841,154 0 282,590
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 42 150,000 SH Put SOLE   150,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 3,245 33,760 SH   SOLE   23,046 0 10,714
AMAZON.COM INC COM 023135106 341 455 SH   SOLE   0 0 455
AMC ENTERTAINMENT HLDS-CL A COM 00165C104 99,793 2,965,625 SH   SOLE   2,965,625 0 0
AMERICA MOVIL-ADR SERIES L ADR 02364W105 10,164 808,603 SH   SOLE   607,516 0 201,087
AMERICAN CAMPUS COMMUNITIES COM 024835100 3,254 65,380 SH   SOLE   16,213 0 49,167
AMGEN INC COM 031162100 428 2,925 SH   SOLE   0 0 2,925
AMREP CORP COM 032159105 390 52,562 SH   SOLE   0 0 52,562
ANALOG DEVICES INC COM 032654105 475 6,538 SH   SOLE   2,128 0 4,410
ANTERO MIDSTREAM PARTNERS LP COM 03673L103 3,629 117,532 SH   SOLE   0 0 117,532
APOLLO EDUCATION GROUP INC COM 037604105 103,529 10,457,524 SH   SOLE   10,457,524 0 0
APOLLO EDUCATION GROUP INC COM 037604105 41 825,000 SH Put SOLE   825,000 0 0
APPLE INC COM 037833100 283 2,446 SH   SOLE   0 0 2,446
APPLIED MATERIALS INC COM 038222105 385 11,939 SH   SOLE   929 0 11,010
APPLIED OPTOELECTRONICS INC COM 03823U102 2,826 120,580 SH   SOLE   20,338 0 100,242
AQUAVENTURE HOLDINGS LTD COM G0443N107 7,505 305,952 SH   SOLE   218,611 0 87,341
ARCOS DORADOS HOLDINGS INC-A ADR G0457F107 3,690 683,262 SH   SOLE   683,262 0 0
ARDELYX INC COM 039697107 270 19,040 SH   SOLE   2,179 0 16,861
ARGAN INC COM 04010E109 4,733 67,085 SH   SOLE   56,856 0 10,229
ARISTA NETWORKS INC COM 040413106 982 10,151 SH   SOLE   8,664 0 1,487
ARMADA HOFFLER PROPERTIES IN COM 04208T108 1,224 84,000 SH   SOLE   0 0 84,000
ARRAY BIOPHARMA INC COM 04269X105 3,685 419,218 SH   SOLE   328,573 0 90,645
ASTEC INDUSTRIES INC COM 046224101 6,657 98,687 SH   SOLE   78,081 0 20,606
AT&T INC COM 00206R102 469 11,038 SH   SOLE   0 0 11,038
ATMOS ENERGY CORP COM 049560105 1,005 13,560 SH   SOLE   0 0 13,560
AUDIOCODES LTD ADR M15342104 697 109,826 SH   SOLE   17,492 0 92,334
AUTOBYTEL INC COM 05275N205 3,375 250,935 SH   SOLE   210,329 0 40,606
AVIANCA HOLDINGS SA-SPON ADR ADR 05367G100 730 75,681 SH   SOLE   75,681 0 0
AXOGEN INC COM 05463X106 4,877 541,839 SH   SOLE   458,830 0 83,009
B/E AEROSPACE INC COM 073302101 9,089 151,000 SH   SOLE   151,000 0 0
BAIDU INC - SPON ADR ADR 056752108 24,942 151,709 SH   SOLE   113,085 0 38,624
BANCO MACRO SA-ADR ADR 05961W105 1,523 23,673 SH   SOLE   20,971 0 2,702
BANK OF HAWAII CORP COM 062540109 217 2,446 SH   SOLE   0 0 2,446
BAOZUN INC-SPN ADR ADR 06684L103 3,371 279,307 SH   SOLE   39,271 0 240,036
BAXTER INTERNATIONAL INC COM 071813109 222 4,998 SH   SOLE   0 0 4,998
BECTON DICKINSON AND CO COM 075887109 340 2,056 SH   SOLE   0 0 2,056
BERRY PLASTICS GROUP INC COM 08579W103 3,521 72,248 SH   SOLE   45,962 0 26,286
BEST BUY CO INC COM 086516101 261 6,126 SH   SOLE   0 0 6,126
BIOTELEMETRY INC COM 090672106 3,564 159,480 SH   SOLE   135,191 0 24,289
BLACKSTONE GROUP LP/THE COM 09253U108 1,004 37,140 SH   SOLE   8,100 0 29,040
BLUE HILLS BANCORP INC COM 095573101 1,241 66,192 SH   SOLE   0 0 66,192
BLUEBIRD BIO INC COM 09609G100 1,542 24,984 SH   SOLE   16,395 0 8,589
BLUEPRINT MEDICINES CORP COM 09627Y109 29,779 1,061,625 SH   SOLE   929,181 0 132,444
BOARDWALK PIPELINE PARTNERS COM 096627104 4,173 240,400 SH   SOLE   0 0 240,400
BOOT BARN HOLDINGS INC COM 099406100 5,229 417,638 SH   SOLE   328,303 0 89,335
BOVIE MEDICAL CORP COM 10211F100 1,872 521,516 SH   SOLE   441,826 0 79,690
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 2,546 36,368 SH   SOLE   24,444 0 11,924
BROADCOM LTD ADR Y09827109 950 5,376 SH   SOLE   1,786 0 3,590
BROADRIDGE FINANCIAL SOLUTIO COM 11133T103 303 4,564 SH   SOLE   0 0 4,564
BURLINGTON STORES INC COM 122017106 1,101 12,992 SH   SOLE   11,430 0 1,562
CALAVO GROWERS INC COM 128246105 2,968 48,337 SH   SOLE   40,936 0 7,401
CALLON PETROLEUM CO COM 13123X102 8,416 547,588 SH   SOLE   399,790 0 147,798
CAMPING WORLD HOLDINGS INC-A COM 13462K109 3,326 102,041 SH   SOLE   48,476 0 53,565
CARBONITE INC COM 141337105 1,529 93,238 SH   SOLE   12,718 0 80,520
CARDIOVASCULAR SYSTEMS INC COM 141619106 7,659 316,346 SH   SOLE   266,172 0 50,174
CARDTRONICS PLC - A ADR G1991C105 1,654 30,303 SH   SOLE   19,035 0 11,268
CARETRUST REIT INC COM 14174T107 10,932 713,595 SH   SOLE   160,873 0 552,722
CARROLS RESTAURANT GROUP INC COM 14574X104 5,152 337,861 SH   SOLE   286,113 0 51,748
CASELLA WASTE SYSTEMS INC-A COM 147448104 4,062 327,293 SH   SOLE   243,976 0 83,317
CBS CORP-CLASS B NON VOTING COM 124857202 378 5,936 SH   SOLE   0 0 5,936
CEMEX 3 3/4 03/15/18 NOTE 151290BC6 30,852 27,500,000 PRN   SOLE   0 0 27,500,000
CENTENNIAL RESOURCE DEVELOPMENT - A COM 15136A102 770 39,042 SH   SOLE   34,414 0 4,628
CENTRAL GARDEN & PET CO COM 153527106 1,399 42,282 SH   SOLE   19,815 0 22,467
CEVA INC COM 157210105 4,315 128,618 SH   SOLE   107,480 0 21,138
CHESAPEAKE ENERGY CORP COM 165167107 1,340 190,820 SH   SOLE   128,141 0 62,679
CHINA BIOLOGIC PRODUCTS INC ADR 16938C106 15,823 147,165 SH   SOLE   108,825 0 38,340
CHINA LODGING GROUP-SPON ADS ADR 16949N109 5,484 105,780 SH   SOLE   105,780 0 0
CHUBB LTD ADR H1467J104 445 3,370 SH   SOLE   0 0 3,370
CIA SANEAMENTO BASICO DE-ADR ADR 20441A102 1,003 115,524 SH   SOLE   19,515 0 96,009
CIRCOR INTERNATIONAL INC COM 17273K109 1,265 19,501 SH   SOLE   9,147 0 10,354
CISCO SYSTEMS INC COM 17275R102 252 8,348 SH   SOLE   0 0 8,348
CIVITAS SOLUTIONS INC COM 17887R102 1,111 55,850 SH   SOLE   0 0 55,850
CLIFFS NATURAL RESOURCES INC COM 18683K101 232 27,549 SH   SOLE   4,073 0 23,476
CLIFTON BANCORP INC COM 186873105 2,387 141,075 SH   SOLE   0 0 141,075
CME GROUP INC COM 12572Q105 402 3,484 SH   SOLE   0 0 3,484
COGNEX CORP COM 192422103 2,277 35,792 SH   SOLE   22,203 0 13,589
COGNIZANT TECH SOLUTIONS-A COM 192446102 1,669 29,790 SH   SOLE   29,790 0 0
COHERENT INC COM 192479103 4,613 33,576 SH   SOLE   20,466 0 13,110
COLONY FINANCIAL INC COM 19624R106 2,059 101,700 SH   SOLE   30,313 0 71,387
COLONY STARWOOD HOMES COM 19625X102 2,380 82,600 SH   SOLE   13,850 0 68,750
COMMUNICATIONS SALES & LE COM 20341J104 2,525 99,375 SH   SOLE   0 0 99,375
CONTAINER STORE GROUP INC/TH COM 210751103 261 41,160 SH   SOLE   7,579 0 33,581
COPA HOLDINGS SA-CLASS A ADR P31076105 29,955 329,788 SH   SOLE   215,454 0 114,334
COPART INC COM 217204106 1,752 31,611 SH   SOLE   23,140 0 8,471
CORESITE REALTY CORP COM 21870Q105 4,879 61,477 SH   SOLE   16,829 0 44,648
CORNING INC COM 219350105 257 10,581 SH   SOLE   0 0 10,581
COSAN LTD - CLASS A SHARES ADR G25343107 154 20,571 SH   SOLE   6,154 0 14,417
COVANTA HOLDING CORP COM 22282E102 764 49,000 SH   SOLE   0 0 49,000
COVENANT TRANSPORT GRP-CL A COM 22284P105 2,773 143,389 SH   SOLE   104,664 0 38,725
COWEN GROUP INC - CLASS A COM 223622606 4,914 317,034 SH   SOLE   268,946 0 48,088
CR BARD INC COM 067383109 276 1,228 SH   SOLE   0 0 1,228
CREDICORP LTD ADR G2519Y108 36,396 230,556 SH   SOLE   172,207 0 58,349
CRH MEDICAL CORP ADR 12626F105 3,089 588,450 SH   SOLE   499,409 0 89,041
CROWN CASTLE INTL CORP COM 22822V101 2,015 23,221 SH   SOLE   3,055 0 20,166
CRYOLIFE INC COM 228903100 8,030 419,342 SH   SOLE   350,030 0 69,312
CYBEROPTICS CORP COM 232517102 3,428 131,353 SH   SOLE   111,283 0 20,070
CYPRESS SEMICONDUCTOR CORP COM 232806109 281 24,557 SH   SOLE   7,330 0 17,227
CYRUSONE INC COM 23283R100 5,213 116,543 SH   SOLE   24,951 0 91,592
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 1,771 31,465 SH   SOLE   10,589 0 20,876
Del Taco Restaurants Inc COM 245496104 9,135 646,948 SH   SOLE   492,127 0 154,821
DENNY'S CORP COM 24869P104 3,713 289,403 SH   SOLE   245,194 0 44,209
DEPOMED INC COM 249908104 12,807 710,706 SH   SOLE   710,706 0 0
DEXCOM INC COM 252131107 520 8,705 SH   SOLE   7,679 0 1,026
DIAMONDBACK ENERGY INC COM 25278X109 1,941 19,208 SH   SOLE   12,159 0 7,049
DIGITAL REALTY TRUST INC COM 253868103 5,275 53,683 SH   SOLE   13,487 0 40,196
DINEEQUITY INC COM 254423106 769 9,985 SH   SOLE   0 0 9,985
DOMINION MIDSTREAM PARTNERS COM 257454108 4,182 141,520 SH   SOLE   0 0 141,520
DOMINO'S PIZZA INC COM 25754A201 1,771 11,124 SH   SOLE   7,967 0 3,157
DOUGLAS DYNAMICS INC COM 25960R105 3,992 118,635 SH   SOLE   100,490 0 18,145
DOW CHEMICAL CO/THE COM 260543103 242 4,238 SH   SOLE   0 0 4,238
DREW INDUSTRIES INC COM 26168L205 1,114 10,342 SH   SOLE   4,858 0 5,484
DUKE REALTY CORP COM 264411505 542 20,400 SH   SOLE   0 0 20,400
DUPONT FABROS TECHNOLOGY COM 26613Q106 9,338 212,561 SH   SOLE   83,020 0 129,541
ETRADE FINANCIAL CORP COM 269246401 473 13,660 SH   SOLE   4,495 0 9,165
EAGLE BANCORP INC COM 268948106 3,598 59,029 SH   SOLE   35,948 0 23,081
EARTHSTONE ENERGY INC COM 27032D205 3,071 223,511 SH   SOLE   189,471 0 34,040
EASTERLY GOVERNMENT PROPERTI COM 27616P103 3,936 196,590 SH   SOLE   39,682 0 156,908
EDITAS MEDICINE INC COM 28106W103 756 46,580 SH   SOLE   7,188 0 39,392
EDUCATION REALTY TRUST INC COM 28140H203 3,392 80,200 SH   SOLE   21,884 0 58,316
EDWARDS LIFESCIENCES CORP COM 28176E108 743 7,930 SH   SOLE   6,968 0 962
ELECTRONIC ARTS INC COM 285512109 466 5,916 SH   SOLE   1,900 0 4,016
EMCOR GROUP INC COM 29084Q100 1,679 23,729 SH   SOLE   15,238 0 8,491
EMPIRE STATE REALTY TRUST-A COM 292104106 1,164 57,631 SH   SOLE   14,166 0 43,465
ENBRIDGE INC ADR 29250N105 2,023 48,019 SH   SOLE   0 0 48,019
ENERGOUS CORP COM 29272C103 3,217 190,919 SH   SOLE   162,043 0 28,876
ENLINK MIDSTREAM LLC COM 29336T100 3,659 192,050 SH   SOLE   0 0 192,050
ENSCO PLC-CL A ADR G3157S106 1,604 165,034 SH   SOLE   71,725 0 93,309
EOG RESOURCES INC COM 26875P101 564 5,583 SH   SOLE   1,515 0 4,068
EPR PROPERTIES COM 26884U109 5,452 75,959 SH   SOLE   14,685 0 61,274
EQUIFAX INC COM 294429105 234 1,981 SH   SOLE   0 0 1,981
EQUINIX INC COM 29444U700 5,605 15,682 SH   SOLE   4,016 0 11,666
EURONET WORLDWIDE INC COM 298736109 1,651 22,797 SH   SOLE   15,140 0 7,657
EVERCORE PARTNERS INC-CL A COM 29977A105 893 13,001 SH   SOLE   6,099 0 6,902
EVERSPIN TECHNOLOGIES INC COM 30041T104 3,089 372,663 SH   SOLE   315,777 0 56,886
EXTENDED STAY AMERICA INC COM 30224P200 3,624 224,421 SH   SOLE   107,090 0 117,331
EXXON MOBIL CORP COM 30231G102 430 4,760 SH   SOLE   0 0 4,760
FABRINET ADR G3323L100 6,804 168,842 SH   SOLE   125,118 0 43,724
FACEBOOK INC-A COM 30303M102 254 2,204 SH   SOLE   0 0 2,204
FAIRMOUNT SANTROL HOLDINGS I COM 30555Q108 10,660 904,173 SH   SOLE   621,494 0 282,679
FARMER BROS CO COM 307675108 4,193 114,250 SH   SOLE   96,815 0 17,435
FINANCIAL ENGINES INC COM 317485100 3,210 87,336 SH   SOLE   50,464 0 36,872
FINISAR CORPORATION COM 31787A507 998 32,965 SH   SOLE   6,272 0 26,693
FIRST INDUSTRIAL REALTY TR COM 32054K103 1,326 47,280 SH   SOLE   0 0 47,280
FIRST MIDWEST BANCORP INC/IL COM 320867104 1,584 62,768 SH   SOLE   39,703 0 23,065
FIRST REPUBLIC BANK/CA COM 33616C100 471 5,114 SH   SOLE   203 0 4,911
FIVE9 INC COM 338307101 4,581 322,811 SH   SOLE   273,568 0 49,243
FLEXION THERAPEUTICS INC COM 33938J106 8,553 449,707 SH   SOLE   388,685 0 61,022
FOAMIX PHARMACEUTICALS LTD ADR M46135105 8,864 798,591 SH   SOLE   676,256 0 122,335
FOMENTO ECONOMICO MEX-SP ADR ADR 344419106 15,999 209,939 SH   SOLE   159,293 0 50,646
FOOT LOCKER INC COM 344849104 1,959 27,629 SH   SOLE   20,671 0 6,958
FORTIVE CORP COM 34959J108 605 11,284 SH   SOLE   3,743 0 7,541
FOX FACTORY HOLDING CORP COM 35138V102 11,539 415,807 SH   SOLE   321,622 0 94,185
FRANCESCAS HOLDINGS CORP COM 351793104 3,164 175,477 SH   SOLE   148,607 0 26,870
FRANKLIN FINANCIAL NETWORK COM 35352P104 6,825 163,075 SH   SOLE   138,115 0 24,960
GAMING AND LEISURE PROPERTIE COM 36467J108 109,331 3,570,581 SH   SOLE   3,497,409 0 73,172
GENERAL MILLS INC COM 370334104 268 4,344 SH   SOLE   0 0 4,344
GENERAL MOTORS CO COM 37045V100 18,466 530,023 SH   SOLE   519,323 0 10,700
GENESEE & WYOMING INC-CL A COM 371559105 734 10,575 SH   SOLE   8,630 0 1,945
GENTEX CORP COM 371901109 1,504 76,396 SH   SOLE   67,360 0 9,036
GEOPARK LTD ADR G38327105 47 10,950 SH   SOLE   0 0 10,950
GEOSPACE TECHNOLOGIES CORP COM 37364X109 928 45,563 SH   SOLE   5,541 0 40,022
GERDAU SA -SPON ADR ADR 373737105 625 198,954 SH   SOLE   198,954 0 0
GIBRALTAR INDUSTRIES INC COM 374689107 12,741 305,913 SH   SOLE   238,931 0 66,982
GIGAMON INC COM 37518B102 11,963 262,626 SH   SOLE   192,754 0 69,872
GIGPEAK INC COM 37518Q109 413 163,749 SH   SOLE   27,738 0 136,011
GODADDY INC - CLASS A COM 380237107 1,559 44,604 SH   SOLE   34,011 0 10,593
GRAN TIERRA ENERGY INC ADR 38500T101 858 283,946 SH   SOLE   283,946 0 0
GRAND CANYON EDUCATION INC COM 38526M106 2,005 34,297 SH   SOLE   21,218 0 13,079
GRANITE CONSTRUCTION INC COM 387328107 1,566 28,473 SH   SOLE   17,904 0 10,569
GREEN PLAINS INC COM 393222104 1,901 68,243 SH   SOLE   29,701 0 38,542
GRIDSUM HOLDING INC-ADR ADR 398132100 12,663 1,242,695 SH   SOLE   915,668 0 327,027
GRUPO AEROPORTUARIO CEN-ADR ADR 400501102 4,714 136,475 SH   SOLE   136,475 0 0
GRUPO FINANCIERO GALICIA-ADR ADR 399909100 2,192 81,438 SH   SOLE   72,075 0 9,363
GTT COMMUNICATIONS INC COM 362393100 20,184 702,041 SH   SOLE   544,834 0 157,207
H&E EQUIPMENT SERVICES INC COM 404030108 7,571 325,614 SH   SOLE   271,265 0 54,349
HALLIBURTON CO COM 406216101 471 8,716 SH   SOLE   2,881 0 5,835
HALLIBURTON CO COM 406216101 18 250,000 SH Call SOLE   250,000 0 0
HC2 HOLDINGS INC COM 404139107 280 47,257 SH   SOLE   0 0 47,257
HD SUPPLY HOLDINGS INC COM 40416M105 1,377 32,387 SH   SOLE   28,530 0 3,857
HDFC BANK LTD-ADR ADR 40415F101 62,030 1,022,253 SH   SOLE   754,558 0 267,695
HEALTH INSURANCE INNOVATIO-A COM 42225K106 3,368 188,690 SH   SOLE   159,781 0 28,909
HEALTHCARE REALTY TRUST INC COM 421946104 4,426 145,970 SH   SOLE   44,724 0 101,246
Healthcare Trust of America - CL A COM 42225P501 5,614 192,841 SH   SOLE   46,684 0 146,157
HEALTHEQUITY INC COM 42226A107 3,170 78,231 SH   SOLE   47,837 0 30,394
HEICO CORP COM 422806109 1,486 19,257 SH   SOLE   12,167 0 7,090
HELMERICH & PAYNE COM 423452101 1,019 13,169 SH   SOLE   11,601 0 1,568
HERSHA HOSPITALITY TRUST COM 427825500 6,677 310,539 SH   SOLE   263,159 0 47,380
HESKA CORP COM 42805E306 7,535 105,232 SH   SOLE   89,114 0 16,118
HI-CRUSH PARTNERS LP COM 428337109 969 48,919 SH   SOLE   7,402 0 41,517
HOME DEPOT INC COM 437076102 451 3,363 SH   SOLE   0 0 3,363
HONEYWELL INTERNATIONAL INC COM 438516106 433 3,734 SH   SOLE   0 0 3,734
HORIZON GLOBAL CORP COM 44052W104 7,550 314,582 SH   SOLE   266,680 0 47,902
HOVNANIAN ENTERPRISES-A COM 442487203 73 26,730 SH   SOLE   8,825 0 17,905
HP Inc COM 40434L105 394 26,558 SH   SOLE   0 0 26,558
HUBSPOT INC COM 443573100 1,022 21,740 SH   SOLE   2,583 0 19,157
HUDBAY MINERALS INC ADR 443628102 103 18,000 SH   SOLE   0 0 18,000
HUDSON TECHNOLOGIES INC COM 444144109 4,507 562,728 SH   SOLE   476,518 0 86,210
HUNTSMAN CORP COM 447011107 1,800 94,348 SH   SOLE   59,678 0 34,670
IBERIABANK CORP COM 450828108 1,492 17,819 SH   SOLE   11,274 0 6,545
ICHOR HOLDINGS LTD COM G4740B105 7,778 718,861 SH   SOLE   554,920 0 163,941
ICICI BANK LTD-SPON ADR ADR 45104G104 22,542 3,009,587 SH   SOLE   2,177,528 0 832,059
ICU MEDICAL INC COM 44930G107 1,560 10,585 SH   SOLE   6,720 0 3,865
IDEX CORP COM 45167R104 890 9,882 SH   SOLE   8,708 0 1,174
ILLINOIS TOOL WORKS COM 452308109 359 2,930 SH   SOLE   0 0 2,930
IMPINJ INC COM 453204109 23,126 654,396 SH   SOLE   501,136 0 153,260
INC RESEARCH HOLDINGS INC-A COM 45329R109 2,472 46,995 SH   SOLE   29,939 0 17,056
INCYTE CORP COM 45337C102 2,359 23,524 SH   SOLE   17,640 0 5,884
INGERSOLL-RAND PLC COM G47791101 560 7,469 SH   SOLE   2,070 0 5,399
INGEVITY CORP COM 45688C107 2,041 37,210 SH   SOLE   17,471 0 19,739
INOGEN INC COM 45780L104 11,237 167,299 SH   SOLE   132,535 0 34,764
INPHI CORP COM 45772F107 12,356 276,923 SH   SOLE   213,559 0 63,364
INSTEEL INDUSTRIES INC COM 45774W108 2,787 78,195 SH   SOLE   66,229 0 11,966
INTEL CORP COM 458140100 419 11,565 SH   SOLE   0 0 11,565
INTERNATIONAL PAPER CO COM 460146103 244 4,606 SH   SOLE   0 0 4,606
INTRAWEST RESORTS HOLDINGS I COM 46090K109 5,262 294,794 SH   SOLE   249,652 0 45,142
IRHYTHM TECHNOLOGIES INC COM 450056106 3,804 126,796 SH   SOLE   107,370 0 19,426
IROBOT CORP COM 462726100 1,223 20,919 SH   SOLE   9,825 0 11,094
ISHARES FTSE CHINA 25 INDEX COM 464287184 1,073 30,901 SH   SOLE   30,901 0 0
ISHARES FTSE CHINA 25 INDEX COM 464287184 620 1,000,000 SH Put SOLE   1,000,000 0 0
ISHARES MSCI EMERGING MARKET COM 464287234 436 2,020,000 SH Put SOLE   2,000,000 0 20,000
ISHARES MSCI MEXICO CAPPED I COM 464286822 413 750,000 SH Put SOLE   750,000 0 0
ISHARES RUSSELL 2000 ETF COM 464287655 564 145,000 SH Put SOLE   0 0 145,000
ISHARES TIPS BOND ETF COM 464287176 266 2,350 SH   SOLE   0 0 2,350
ITAU UNIBANCO HLDNG-PREF ADR ADR 465562106 39,053 3,798,887 SH   SOLE   2,841,932 0 956,955
JD.COM INC-ADR ADR 47215P106 6,313 248,135 SH   SOLE   19,039 0 229,096
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,956 22,756 SH   SOLE   14,392 0 8,364
JOHNSON & JOHNSON COM 478160104 439 3,813 SH   SOLE   0 0 3,813
JONES ENERGY INC - A COM 48019R108 5,366 1,073,231 SH   SOLE   900,040 0 173,191
JPMORGAN CHASE & CO COM 46625H100 472 5,474 SH   SOLE   0 0 5,474
KAR AUCTION SERVICES INC COM 48238T109 1,223 28,704 SH   SOLE   25,350 0 3,354
KEYW HOLDING CORP/THE COM 493723100 3,069 260,301 SH   SOLE   220,737 0 39,564
KIMCO REALTY CORP COM 49446R109 357 14,205 SH   SOLE   0 0 14,205
KKR & CO LP COM 48248M102 485 31,520 SH   SOLE   0 0 31,520
KLA-TENCOR CORP COM 482480100 1,275 16,199 SH   SOLE   11,041 0 5,158
KLR ENERGY ACQUISITION CORP COM 49877M207 2,122 186,755 SH   SOLE   157,433 0 29,322
KNIGHT TRANSPORTATION INC COM 499064103 1,912 57,865 SH   SOLE   25,544 0 32,321
KORNIT DIGITAL LTD ADR M6372Q113 2,960 233,953 SH   SOLE   198,306 0 35,647
KRATOS DEFENSE & SECURITY COM 50077B207 4,183 565,287 SH   SOLE   478,685 0 86,602
KROGER CO COM 501044101 1,000 28,990 SH   SOLE   0 0 28,990
KT CORP-SP ADR ADR 48268K101 8,353 592,805 SH   SOLE   447,163 0 145,642
LABORATORY CRP OF AMER HLDGS COM 50540R409 217 1,694 SH   SOLE   0 0 1,694
LAM RESEARCH CORP COM 512807108 1,158 10,948 SH   SOLE   2,275 0 8,673
LAS VEGAS SANDS CORP COM 517834107 1,808 33,849 SH   SOLE   32,400 0 1,449
LEAR CORP COM 521865204 459 3,464 SH   SOLE   0 0 3,464
LEGACYTEXAS FINANCIAL GROUP COM 52471Y106 996 23,128 SH   SOLE   3,785 0 19,343
LEMAITRE VASCULAR INC COM 525558201 13,153 519,042 SH   SOLE   439,434 0 79,608
LENNOX INTERNATIONAL INC COM 526107107 905 5,909 SH   SOLE   5,210 0 699
LEXICON PHARMACEUTICALS INC COM 528872302 552 39,922 SH   SOLE   39,899 0 23
LITHIA MOTORS INC-CL A COM 536797103 3,558 36,745 SH   SOLE   22,059 0 14,686
LITTELFUSE INC COM 537008104 1,886 12,427 SH   SOLE   7,675 0 4,752
LIVE NATION ENTERTAINMENT IN COM 538034109 1,167 43,865 SH   SOLE   27,060 0 16,805
LIVE OAK BANCSHARES INC COM 53803X105 5,823 314,762 SH   SOLE   264,226 0 50,536
LOCKHEED MARTIN CORP COM 539830109 218 871 SH   SOLE   0 0 871
LOWE'S COS INC COM 548661107 372 5,230 SH   SOLE   0 0 5,230
LOXO ONCOLOGY INC COM 548862101 13,594 423,276 SH   SOLE   334,536 0 88,740
LTC PROPERTIES INC COM 502175102 4,069 86,621 SH   SOLE   22,580 0 64,041
LUMENTUM HOLDINGS INC COM 55024U109 9,588 248,081 SH   SOLE   113,018 0 135,063
LYDALL INC COM 550819106 5,619 90,843 SH   SOLE   76,943 0 13,900
MAGELLAN MIDSTREAM PARTNERS COM 559080106 1,422 18,800 SH   SOLE   0 0 18,800
MALIBU BOATS INC - A COM 56117J100 250 13,080 SH   SOLE   1,724 0 11,356
MAMMOTH ENERGY SERVICES INC COM 56155L108 4,450 292,731 SH   SOLE   248,127 0 44,604
MARATHON PETROLEUM CORP COM 56585A102 3,136 62,280 SH   SOLE   0 0 62,280
MARINEMAX INC COM 567908108 4,345 224,569 SH   SOLE   190,271 0 34,298
MARKETAXESS HOLDINGS INC COM 57060D108 598 4,070 SH   SOLE   3,590 0 480
MASTEC INC COM 576323109 1,205 31,516 SH   SOLE   5,513 0 26,003
MCBC HOLDINGS INC COM 55276F107 3,933 269,736 SH   SOLE   228,551 0 41,185
MCHP 1 5/8 02/15/25 NOTE 595017AD6 27,454 21,200,000 PRN   SOLE   0 0 21,200,000
MELCO CROWN ENTERTAINME-ADR ADR 585464100 1,627 102,297 SH   SOLE   92,392 0 9,905
MERCADOLIBRE INC ADR 58733R102 15,541 99,530 SH   SOLE   59,869 0 39,661
MERCURY SYSTEMS INC COM 589378108 9,604 317,792 SH   SOLE   244,895 0 72,897
META FINANCIAL GROUP INC COM 59100U108 1,962 19,071 SH   SOLE   16,170 0 2,901
METTLER-TOLEDO INTERNATIONAL COM 592688105 1,584 3,784 SH   SOLE   3,337 0 447
MGM RESORTS INTERNATIONAL COM 552953101 1,648 57,155 SH   SOLE   1,383 0 55,772
MGP INGREDIENTS INC COM 55303J106 6,759 135,225 SH   SOLE   113,177 0 22,048
MICROCHIP TECHNOLOGY INC COM 595017104 477 7,441 SH   SOLE   2,439 0 5,002
MICROSOFT CORP COM 594918104 1,020 16,409 SH   SOLE   3,825 0 12,584
MIDDLEBY CORP COM 596278101 601 4,663 SH   SOLE   4,109 0 554
MIMECAST LTD ADR G14838109 6,864 383,459 SH   SOLE   304,465 0 78,994
MINDBODY INC - CLASS A COM 60255W105 296 13,911 SH   SOLE   2,666 0 11,245
MITEK SYSTEMS INC COM 606710200 186 30,193 SH   SOLE   3,961 0 26,232
MOBILE TELESYSTEMS-SP ADR ADR 607409109 5,544 608,597 SH   SOLE   447,121 0 161,476
MODINE MANUFACTURING CO COM 607828100 2,427 162,910 SH   SOLE   114,083 0 48,827
MONOLITHIC POWER SYSTEMS INC COM 609839105 2,843 34,695 SH   SOLE   21,099 0 13,596
MPLX LP COM 55336V100 4,560 131,711 SH   SOLE   0 0 131,711
MUELLER WATER PRODUCTS INC-A COM 624758108 2,746 206,339 SH   SOLE   93,837 0 112,502
MULTI-COLOR CORP COM 625383104 1,092 14,076 SH   SOLE   6,612 0 7,464
MYOKARDIA INC COM 62857M105 3,987 307,866 SH   SOLE   261,099 0 46,767
NANOSTRING TECHNOLOGIES INC COM 63009R109 6,165 276,447 SH   SOLE   234,304 0 42,143
NASDAQ INC COM 631103108 340 5,060 SH   SOLE   0 0 5,060
NATERA INC COM 632307104 15,581 1,330,587 SH   SOLE   1,160,785 0 169,802
NATIONAL BEVERAGE CORP COM 635017106 1,298 25,403 SH   SOLE   4,125 0 21,278
NATIONAL RETAIL PROPERTIES COM 637417106 2,418 54,710 SH   SOLE   13,565 0 41,145
NATL HEALTH INVESTORS INC COM 63633D104 4,139 55,806 SH   SOLE   14,231 0 41,575
NAVIGATOR HOLDINGS LTD ADR Y62132108 505 54,340 SH   SOLE   9,916 0 44,424
NEOGENOMICS INC COM 64049M209 15,328 1,788,560 SH   SOLE   1,394,002 0 394,558
NETEASE INC-ADR ADR 64110W102 20,254 94,057 SH   SOLE   67,564 0 26,493
NEWELL BRANDS INC COM 651229106 425 9,520 SH   SOLE   3,107 0 6,413
NEXTERA ENERGY INC COM 65339F101 1,257 10,520 SH   SOLE   0 0 10,520
NOBLE MIDSTREAM PARTNERS LP COM 65506L105 2,689 74,685 SH   SOLE   0 0 74,685
NORDSON CORP COM 655663102 2,546 22,722 SH   SOLE   17,260 0 5,462
NORTHROP GRUMMAN CORP COM 666807102 438 1,884 SH   SOLE   0 0 1,884
NOVAN INC COM 66988N106 6,217 230,072 SH   SOLE   194,927 0 35,145
NUCOR CORP COM 670346105 224 3,757 SH   SOLE   0 0 3,757
NUTANIX INC - A COM 67059N108 1,087 40,910 SH   SOLE   6,839 0 34,071
NUTRISYSTEM INC COM 67069D108 11,735 338,677 SH   SOLE   264,004 0 74,673
NUVASIVE INC COM 670704105 1,690 25,087 SH   SOLE   15,945 0 9,142
NV5 GLOBAL INC COM 62945V109 2,558 76,575 SH   SOLE   64,896 0 11,679
NXSTAGE MEDICAL INC COM 67072V103 1,119 42,689 SH   SOLE   20,074 0 22,615
OASIS PETROLEUM INC COM 674215108 2,818 186,152 SH   SOLE   73,465 0 112,687
OCEANFIRST FINANCIAL CORP COM 675234108 5,326 177,371 SH   SOLE   106,046 0 71,325
OCLARO INC COM 67555N206 30,380 3,394,420 SH   SOLE   1,947,056 0 1,447,364
OIL STATES INTERNATIONAL INC COM 678026105 316 8,100 SH   SOLE   1,729 0 6,371
OLD DOMINION FREIGHT LINE COM 679580100 1,400 16,324 SH   SOLE   11,288 0 5,036
ON SEMICONDUCTOR CORPORATION COM 682189105 731 57,269 SH   SOLE   50,443 0 6,826
ONEOK INC COM 682680103 329 5,732 SH   SOLE   0 0 5,732
ONEOK PARTNERS LP COM 68268N103 3,682 85,605 SH   SOLE   0 0 85,605
ORBOTECH LTD ADR M75253100 11,048 330,677 SH   SOLE   253,208 0 77,469
ORITANI FINANCIAL CORP COM 68633D103 6,815 363,485 SH   SOLE   293,151 0 70,334
OSHKOSH CORP COM 688239201 1,951 30,200 SH   SOLE   22,622 0 7,578
OTONOMY INC COM 68906L105 3,462 217,731 SH   SOLE   184,530 0 33,201
PACIFIC PREMIER BANCORP INC COM 69478X105 9,776 276,553 SH   SOLE   248,336 0 28,217
PACKAGING CORP OF AMERICA COM 695156109 287 3,378 SH   SOLE   198 0 3,180
PAMPA ENERGIA SA-SPON ADR ADR 697660207 9,217 264,773 SH   SOLE   224,702 0 40,071
PAN AMERICAN SILVER CORP ADR 697900108 9,328 618,977 SH   SOLE   454,860 0 164,117
PARSLEY ENERGY INC-CLASS A COM 701877102 270 7,664 SH   SOLE   654 0 7,010
PATHEON NV ADR N6865W105 1,726 60,115 SH   SOLE   38,849 0 21,266
PATRICK INDUSTRIES INC COM 703343103 17,589 230,530 SH   SOLE   173,270 0 57,260
PATTERSON-UTI ENERGY INC COM 703481101 1,036 38,468 SH   SOLE   17,608 0 20,860
PAYPAL HOLDINGS INC-W/I COM 70450Y103 467 11,836 SH   SOLE   3,854 0 7,982
PDF SOLUTIONS INC COM 693282105 5,522 244,893 SH   SOLE   201,342 0 43,551
PENUMBRA INC COM 70975L107 1,693 26,539 SH   SOLE   17,271 0 9,268
PEPSICO INC COM 713448108 430 4,107 SH   SOLE   0 0 4,107
PETROLEO BRASILEIRO S.A.-ADR ADR 71654V408 25,149 2,487,556 SH   SOLE   1,828,805 0 658,751
PFIZER INC COM 717081103 430 13,239 SH   SOLE   0 0 13,239
PHILIP MORRIS INTERNATIONAL COM 718172109 343 3,746 SH   SOLE   0 0 3,746
PHILLIPS 66 COM 718546104 2,826 32,710 SH   SOLE   0 0 32,710
PHILLIPS 66 PARTNERS LP COM 718549207 4,175 85,840 SH   SOLE   0 0 85,840
PHYSICIANS REALTY TRUST COM 71943U104 5,723 301,835 SH   SOLE   68,519 0 233,316
PIER 1 IMPORTS INC COM 720279108 3,381 395,957 SH   SOLE   332,044 0 63,913
PINNACLE ENTERTAINMENT INC COM 72348Y105 80,120 5,525,510 SH   SOLE   5,525,510 0 0
PINNACLE FINANCIAL PARTNERS COM 72346Q104 4,013 57,912 SH   SOLE   36,393 0 21,519
PIONEER ENERGY SERVICES CORP COM 723664108 82 12,000 SH   SOLE   0 0 12,000
PIPER JAFFRAY COS COM 724078100 4,101 56,572 SH   SOLE   43,289 0 13,283
PLAINS ALL AMER PIPELINE LP COM 726503105 3,807 117,885 SH   SOLE   0 0 117,885
PLANET FITNESS INC - CL A COM 72703H101 2,654 132,042 SH   SOLE   83,483 0 48,559
POOL CORP COM 73278L105 1,589 15,229 SH   SOLE   9,679 0 5,550
POWERSHARES INDIA PORTFOLIO COM 73935L100 647 33,561 SH   SOLE   33,561 0 0
PREFERRED BANK/LOS ANGELES COM 740367404 6,866 130,979 SH   SOLE   98,999 0 31,980
PRIMO WATER CORP COM 74165N105 7,571 616,541 SH   SOLE   472,024 0 144,517
PRINCIPAL FINANCIAL GROUP COM 74251V102 255 4,400 SH   SOLE   0 0 4,400
PROCTER & GAMBLE CO/THE COM 742718109 277 3,297 SH   SOLE   0 0 3,297
PROLOGIS INC COM 74340W103 2,499 47,346 SH   SOLE   13,627 0 33,719
PROOFPOINT INC COM 743424103 5,560 78,698 SH   SOLE   56,484 0 22,214
PROSHARES SHORT MSCI EMR MKT COM 74347R396 206 8,265 SH   SOLE   0 0 8,265
Q2 HOLDINGS INC COM 74736L109 11,252 390,006 SH   SOLE   303,712 0 86,294
QTS REALTY TRUST INC-CL A COM 74736A103 5,499 110,752 SH   SOLE   22,290 0 88,462
QUANTENNA COMMUNICATIONS INC COM 74766D100 5,507 303,748 SH   SOLE   257,307 0 46,441
QUEST DIAGNOSTICS INC COM 74834L100 334 3,638 SH   SOLE   0 0 3,638
QUIMICA Y MINERA CHIL-SP ADR ADR 833635105 5,779 201,695 SH   SOLE   66,348 0 135,347
QUOTIENT TECHNOLOGY INC COM 749119103 5,670 527,478 SH   SOLE   417,119 0 110,359
RANDGOLD RESOURCES LTD-ADR ADR 752344309 27,723 363,150 SH   SOLE   274,569 0 88,581
RAYTHEON COMPANY COM 755111507 575 4,047 SH   SOLE   1,053 0 2,994
RE/MAX HOLDINGS INC-CL A COM 75524W108 1,232 22,004 SH   SOLE   10,322 0 11,682
REGIONS FINANCIAL CORP COM 7591EP100 144 10,009 SH   SOLE   0 0 10,009
REPUBLIC SERVICES INC COM 760759100 1,740 30,500 SH   SOLE   0 0 30,500
RESOLUTE ENERGY CORP COM 76116A306 4,520 109,734 SH   SOLE   92,977 0 16,757
RING ENERGY INC COM 76680V108 5,789 445,681 SH   SOLE   372,221 0 73,460
RINGCENTRAL INC-CLASS A COM 76680R206 4,240 205,801 SH   SOLE   29,456 0 176,345
ROCKWELL COLLINS INC COM 774341101 9,554 103,000 SH   SOLE   103,000 0 0
ROLLINS INC COM 775711104 672 19,903 SH   SOLE   17,536 0 2,367
RSP PERMIAN INC COM 74978Q105 1,068 23,941 SH   SOLE   21,067 0 2,874
RUBY TUESDAY INC COM 781182100 552 170,792 SH   SOLE   170,792 0 0
RUTH'S HOSPITALITY GROUP INC COM 783332109 3,029 165,496 SH   SOLE   140,209 0 25,287
RYMAN HOSPITALITY PROPERTIES COM 78377T107 2,885 45,781 SH   SOLE   28,968 0 16,813
S&P GLOBAL INC COM 78409V104 223 2,072 SH   SOLE   0 0 2,072
SAGE THERAPEUTICS INC COM 78667J108 1,233 24,153 SH   SOLE   10,812 0 13,341
SCHWAB (CHARLES) CORP COM 808513105 483 12,225 SH   SOLE   4,045 0 8,180
SCOTTS MIRACLE-GRO CO-CL A COM 810186106 1,297 13,569 SH   SOLE   11,933 0 1,636
SELECT INCOME REIT COM 81618T100 1,210 48,020 SH   SOLE   0 0 48,020
SEMGROUP CORP-CLASS A COM 81663A105 756 18,100 SH   SOLE   0 0 18,100
SENSIENT TECHNOLOGIES CORP COM 81725T100 2,113 26,892 SH   SOLE   12,599 0 14,293
SHELL MIDSTREAM PARTNERS LP COM 822634101 2,870 98,660 SH   SOLE   0 0 98,660
SHOPIFY INC - A ADR 82509L107 10,500 244,929 SH   SOLE   94,732 0 150,197
SILICON LABORATORIES INC COM 826919102 4,286 65,942 SH   SOLE   41,688 0 24,254
SILICON MOTION TECHNOL-ADR ADR 82706C108 9,695 228,232 SH   SOLE   172,855 0 55,377
SILVER BAY REALTY TRUST CORP COM 82735Q102 1,209 70,560 SH   SOLE   0 0 70,560
SIMON PROPERTY GROUP INC COM 828806109 384 2,163 SH   SOLE   0 0 2,163
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 4,933 142,048 SH   SOLE   109,380 0 32,668
SMITH (A.O.) CORP COM 831865209 1,055 22,278 SH   SOLE   19,611 0 2,667
SNAP-ON INC COM 833034101 608 3,552 SH   SOLE   3,130 0 422
SODASTREAM INTERNATIONAL LTD ADR M9068E105 7,055 178,751 SH   SOLE   96,227 0 82,524
SPARTAN MOTORS INC COM 846819100 3,092 334,296 SH   SOLE   283,281 0 51,015
SPDR S&P 500 ETF TRUST COM 78462F103 1,994 8,919 SH   SOLE   0 0 8,919
SPDR S&P 500 ETF TRUST COM 78462F103 31 10,000 SH Put SOLE   0 0 10,000
SPECTRA ENERGY PARTNERS LP COM 84756N109 2,870 62,600 SH   SOLE   0 0 62,600
SPIRIT AIRLINES INC COM 848577102 6,529 112,845 SH   SOLE   57,505 0 55,340
SRCL 5 1/4 09/15/18 Pfd COM 858912207 23,726 375,000 SH   SOLE   375,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 290 2,525 SH   SOLE   0 0 2,525
STAR BULK CARRIERS CORP ADR Y8162K204 67 13,100 SH   SOLE   0 0 13,100
STEWART INFORMATION SERVICES COM 860372101 93,885 2,037,438 SH   SOLE   2,037,438 0 0
STRAYER EDUCATION INC COM 863236105 4,076 50,549 SH   SOLE   42,824 0 7,725
STRYKER CORP COM 863667101 403 3,367 SH   SOLE   0 0 3,367
STUDENT TRANSPORTATION INC ADR 86388A108 446 79,859 SH   SOLE   0 0 79,859
SUMMIT HOTEL PROPERTIES INC COM 866082100 1,815 113,242 SH   SOLE   53,123 0 60,119
SUMMIT MATERIALS INC -CL A COM 86614U100 3,009 126,488 SH   SOLE   56,257 0 70,231
SUN COMMUNITIES INC COM 866674104 3,637 47,472 SH   SOLE   10,511 0 36,961
SUNCOKE ENERGY INC COM 86722A103 820 72,300 SH   SOLE   7,759 0 64,541
SUNESIS PHARMACEUTICALS INC COM 867328700 1,534 423,711 SH   SOLE   374,204 0 49,507
SVB FINANCIAL GROUP COM 78486Q101 604 3,516 SH   SOLE   3,097 0 419
SYMANTEC CORP COM 871503108 466 19,489 SH   SOLE   6,293 0 13,196
SYNERGY PHARMACEUTICALS INC COM 871639308 2,048 336,327 SH   SOLE   284,859 0 51,468
TABULA RASA HEALTHCARE INC COM 873379101 1,091 72,856 SH   SOLE   60,602 0 12,254
TACTILE SYSTEMS TECHNOLOGY I COM 87357P100 5,305 323,276 SH   SOLE   273,867 0 49,409
TAIWAN SEMICONDUCTOR-SP ADR ADR 874039100 45,091 1,568,366 SH   SOLE   1,148,536 0 419,830
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 3,300 66,959 SH   SOLE   41,066 0 25,893
TAL EDUCATION GROUP- ADR ADR 874080104 9,145 130,362 SH   SOLE   66,010 0 64,352
TARGA RESOURCES CORP COM 87612G101 3,020 53,860 SH   SOLE   0 0 53,860
TC PIPELINES LP COM 87233Q108 1,347 22,900 SH   SOLE   0 0 22,900
TECK RESOURCES LTD - CLS B ADR 878742204 865 43,209 SH   SOLE   8,820 0 34,389
TELEFONICA BRASIL-ADR ADR 87936R106 32,906 2,459,305 SH   SOLE   1,843,248 0 616,057
TENNECO INC COM 880349105 2,991 47,882 SH   SOLE   30,318 0 17,564
TERNIUM SA-SPONSORED ADR ADR 880890108 9,677 400,685 SH   SOLE   307,341 0 93,344
TESARO INC COM 881569107 978 7,271 SH   SOLE   3,415 0 3,856
TESORO CORP COM 881609101 3,473 39,710 SH   SOLE   0 0 39,710
TESORO LOGISTICS LP COM 88160T107 3,645 71,740 SH   SOLE   0 0 71,740
TEXAS INSTRUMENTS INC COM 882508104 17,240 236,255 SH   SOLE   170,133 0 66,122
THERMO FISHER SCIENTIFIC INC COM 883556102 244 1,729 SH   SOLE   0 0 1,729
THOR INDUSTRIES INC COM 885160101 1,216 12,150 SH   SOLE   1,675 0 10,475
TIFFANY & CO COM 886547108 6,037 77,964 SH   SOLE   33,205 0 44,759
TILLY'S INC-CLASS A SHRS COM 886885102 3,934 298,231 SH   SOLE   252,643 0 45,588
TIVO CORP COM 88870P106 121,425 5,809,823 SH   SOLE   5,809,823 0 0
TPI COMPOSITES INC COM 87266J104 5,460 340,401 SH   SOLE   264,669 0 75,732
TRANSCANADA CORP ADR 89353D107 2,042 45,230 SH   SOLE   0 0 45,230
TRANSDIGM GROUP INC COM 893641100 570 2,289 SH   SOLE   2,019 0 270
TRANSOCEAN LTD COM H8817H100 625 42,372 SH   SOLE   37,333 0 5,039
TRAVELERS COS INC/THE COM 89417E109 398 3,252 SH   SOLE   0 0 3,252
TRIMBLE NAVIGATION LTD COM 896239100 723 23,981 SH   SOLE   21,123 0 2,858
TRISTATE CAPITAL HLDGS INC COM 89678F100 4,480 202,727 SH   SOLE   171,822 0 30,905
U.S. PHYSICAL THERAPY INC COM 90337L108 4,177 59,500 SH   SOLE   50,404 0 9,096
UBIQUITI NETWORKS INC COM 90347A100 699 12,098 SH   SOLE   1,061 0 11,037
ULTA BEAUTY INC COM 90384S303 1,465 5,747 SH   SOLE   4,973 0 774
ULTRA CLEAN HOLDINGS INC COM 90385V107 1,189 122,576 SH   SOLE   18,965 0 103,611
UNIQUE FABRICATING INC COM 90915J103 2,352 161,115 SH   SOLE   133,472 0 27,643
UNITED RENTALS INC COM 911363109 1,543 14,617 SH   SOLE   11,230 0 3,387
UNITEDHEALTH GROUP INC COM 91324P102 453 2,832 SH   SOLE   0 0 2,832
UNIVAR INC COM 91336L107 2,653 93,523 SH   SOLE   59,210 0 34,313
UNUM GROUP COM 91529Y106 280 6,383 SH   SOLE   0 0 6,383
US CONCRETE INC COM 90333L201 8,574 130,906 SH   SOLE   99,737 0 31,169
US SILICA HOLDINGS INC COM 90346E103 9,729 171,642 SH   SOLE   106,066 0 65,576
USA TECHNOLOGIES INC COM 90328S500 396 92,141 SH   SOLE   13,523 0 78,618
VAIL RESORTS INC COM 91879Q109 2,381 14,763 SH   SOLE   9,486 0 5,277
VALE SA-SP ADR ADR 91912E105 209 27,382 SH   SOLE   9,035 0 18,347
VALERO ENERGY CORP COM 91913Y100 3,519 51,512 SH   SOLE   0 0 51,512
VALERO ENERGY PARTNERS LP COM 91914J102 1,452 32,800 SH   SOLE   0 0 32,800
VanEck Vectors J.P. Morgan EM COM 92189F494 6,911 392,686 SH   SOLE   52,249 0 340,437
VANGUARD TOT WORLD STK ETF COM 922042742 261 4,273 SH   SOLE   0 0 4,273
VANTIV INC - CL A COM 92210H105 1,464 24,551 SH   SOLE   13,218 0 11,333
VEDANTA LTD-ADR ADR 92242Y100 998 80,323 SH   SOLE   13,699 0 66,624
VEEVA SYSTEMS INC-CLASS A COM 922475108 930 22,853 SH   SOLE   20,131 0 2,722
VENTAS INC COM 92276F100 825 13,200 SH   SOLE   0 0 13,200
VEREIT INC COM 92339V100 3,602 425,717 SH   SOLE   92,128 0 333,589
VERITEX HOLDINGS INC COM 923451108 1,682 62,973 SH   SOLE   53,390 0 9,583
VERSUM MATERIALS INC COM 92532W103 8,909 317,396 SH   SOLE   280,891 0 36,505
VIDEOCON D2H LTD -ADR ADR 92657J101 3,147 382,864 SH   SOLE   59,623 0 323,241
VOCERA COMMUNICATIONS INC COM 92857F107 260 14,064 SH   SOLE   2,491 0 11,573
VONAGE HOLDINGS CORP COM 92886T201 101 14,773 SH   SOLE   3,824 0 10,949
VORNADO REALTY TRUST COM 929042109 455 4,360 SH   SOLE   1,316 0 3,044
VULCAN MATERIALS CO COM 929160109 1,697 13,563 SH   SOLE   9,269 0 4,294
WABTEC CORP COM 929740108 608 7,327 SH   SOLE   6,454 0 873
WAL-MART STORES INC COM 931142103 313 4,525 SH   SOLE   0 0 4,525
WASTE CONNECTIONS INC ADR 94106B101 1,245 15,841 SH   SOLE   13,956 0 1,885
WASTE MANAGEMENT INC COM 94106L109 2,426 34,208 SH   SOLE   2,201 0 32,007
WATERSTONE FINANCIAL INC COM 94188P101 3,304 179,561 SH   SOLE   24,909 0 154,652
WATSCO INC COM 942622200 1,362 9,197 SH   SOLE   8,114 0 1,083
WEBSTER FINANCIAL CORP COM 947890109 486 8,956 SH   SOLE   7,889 0 1,067
Welltower Inc COM 95040Q104 3,002 44,850 SH   SOLE   9,165 0 35,685
WEST MARINE INC COM 954235107 121 11,600 SH   SOLE   1,526 0 10,074
WESTAR ENERGY INC COM 95709T100 44,035 781,458 SH   SOLE   781,458 0 0
WESTERN GAS EQUITY PARTNERS COM 95825R103 950 22,443 SH   SOLE   0 0 22,443
WESTERN GAS PARTNERS LP COM 958254104 2,074 35,303 SH   SOLE   0 0 35,303
WHIRLPOOL CORP COM 963320106 266 1,462 SH   SOLE   0 0 1,462
WHOLE FOODS MARKET INC COM 966837106 732 23,800 SH   SOLE   0 0 23,800
WILLIAMS COS INC COM 969457100 682 21,910 SH   SOLE   0 0 21,910
WINGSTOP INC COM 974155103 7,761 262,274 SH   SOLE   197,918 0 64,356
WINNEBAGO INDUSTRIES COM 974637100 7,282 230,072 SH   SOLE   193,544 0 36,528
WIX.COM LTD ADR M98068105 284 6,376 SH   SOLE   1,907 0 4,469
WMIH CORP COM 92936P100 205 132,381 SH   SOLE   0 0 132,381
WPX ENERGY INC COM 98212B103 879 60,355 SH   SOLE   47,968 0 12,387
WRIGHT MEDICAL GROUP NV ADR N96617118 2,530 110,099 SH   SOLE   69,800 0 40,299
WYNN RESORTS LTD COM 983134107 2 110,000 SH Put SOLE   110,000 0 0
XCEL BRANDS INC COM 98400M101 851 193,377 SH   SOLE   159,219 0 34,158
XENCOR INC COM 98401F105 6,156 233,906 SH   SOLE   198,245 0 35,661
XILINX INC COM 983919101 12,657 209,649 SH   SOLE   151,164 0 58,485
XPO LOGISTICS INC COM 983793100 5,579 129,257 SH   SOLE   69,589 0 59,668
YANDEX NV-A ADR N97284108 12,712 631,489 SH   SOLE   209,204 0 422,285
YELP INC COM 985817105 220 5,760 SH   SOLE   1,710 0 4,050
YRC WORLDWIDE INC COM 984249607 2,784 209,631 SH   SOLE   178,990 0 30,641
ZAYO GROUP HOLDINGS INC COM 98919V105 1,722 52,413 SH   SOLE   37,073 0 15,340
ZELTIQ AESTHETICS INC COM 98933Q108 4,402 101,139 SH   SOLE   63,535 0 37,604
ZUMIEZ INC COM 989817101 4,270 195,429 SH   SOLE   150,630 0 44,799