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 132,811 2,830,577 SH   SOLE   2,586,493 0 244,084
ABB LTD-SPON ADR ADR 000375204 4,052 162,744 SH   SOLE   147,380 0 15,364
ABIOMED INC COM 003654100 139,545 973,794 SH   SOLE   767,058 0 206,736
ACADIA HEALTHCARE CO INC COM 00404A109 105,129 2,128,972 SH   SOLE   1,914,405 0 214,567
ACADIA REALTY TRUST COM 004239109 21,572 775,983 SH   SOLE   708,438 0 67,545
ACCENTURE PLC-CL A COM G1151C101 95,919 775,538 SH   SOLE   446,041 0 329,497
ACXIOM CORP COM 005125109 48,800 1,878,377 SH   SOLE   1,706,763 0 171,614
ADECOAGRO SA COM L00849106 1,447 144,815 SH   SOLE   144,815 0 0
ADOBE SYSTEMS INC COM 00724F101 161,138 1,139,267 SH   SOLE   723,503 0 415,764
ADTALEM GLOBAL EDUCATION INC COM 00737L103 128,673 3,390,593 SH   SOLE   3,033,863 0 356,730
ADTRAN INC COM 00738A106 17,615 853,029 SH   SOLE   807,661 0 45,368
AFFILIATED MANAGERS GROUP COM 008252108 256,360 1,545,643 SH   SOLE   1,121,670 0 423,973
AGREE REALTY CORP COM 008492100 17,580 383,261 SH   SOLE   363,041 0 20,220
AIA GROUP LTD-SP ADR ADR 001317205 4,962 168,903 SH   SOLE   153,199 0 15,704
AKAMAI TECHNOLOGIES INC COM 00971T101 528 10,600 SH   SOLE   10,600 0 0
ALBANY INTL CORP-CL A COM 012348108 6,315 118,250 SH   SOLE   112,450 0 5,800
ALBEMARLE CORP COM 012653101 2,162 20,483 SH   SOLE   0 0 20,483
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 1,012,791 7,188,011 SH   SOLE   5,248,127 0 1,939,884
ALIGN TECHNOLOGY INC COM 016255101 226,970 1,511,925 SH   SOLE   1,124,826 0 387,099
ALLERGAN PLC COM G0177J108 28,691 118,027 SH   SOLE   117,727 0 300
ALPHABET INC-CL A COM 02079K305 320,338 344,568 SH   SOLE   252,084 0 92,484
ALPHABET INC-CL C COM 02079K107 81,710 89,917 SH   SOLE   55,851 0 34,066
A-MARK PRECIOUS METALS INC COM 00181T107 3,217 196,332 SH   SOLE   186,702 0 9,630
AMAZON.COM INC COM 023135106 316,097 326,546 SH   SOLE   224,060 0 102,486
AMBEV SA-ADR ADR 02319V103 122,190 22,256,839 SH   SOLE   18,107,114 0 4,149,725
AMEDISYS INC COM 023436108 91,938 1,463,746 SH   SOLE   1,311,360 0 152,386
AMERICAN ASSETS TRUST INC COM 024013104 20,173 512,137 SH   SOLE   468,987 0 43,150
AMERICAN CAMPUS COMMUNITIES COM 024835100 8,702 183,974 SH   SOLE   160,874 0 23,100
AMERICAN FINANCIAL GROUP INC COM 025932104 545 5,480 SH   SOLE   235 0 5,245
ANALOGIC CORP COM 032657207 11,696 160,997 SH   SOLE   148,737 0 12,260
ANHEUSER-BUSCH INBEV-SPN ADR ADR 03524A108 3,486 31,588 SH   SOLE   28,650 0 2,938
APOGEE ENTERPRISES INC COM 037598109 27,376 481,639 SH   SOLE   281,324 0 200,315
APPLE HOSPITALITY REIT INC COM 03784Y200 2,145 114,625 SH   SOLE   0 0 114,625
ARCHROCK INC COM 03957W106 19,009 1,667,426 SH   SOLE   1,579,466 0 87,960
ARCOS DORADOS HOLDINGS INC-A COM G0457F107 3,863 518,558 SH   SOLE   441,523 0 77,035
ARISTA NETWORKS INC COM 040413106 167,047 1,115,205 SH   SOLE   870,577 0 244,628
ARMSTRONG WORLD INDUSTRIES COM 04247X102 9,668 210,170 SH   SOLE   160,927 0 49,243
ARTHUR J GALLAGHER & CO COM 363576109 2,390 41,755 SH   SOLE   0 0 41,755
ASSURED GUARANTY LTD COM G0585R106 843 20,207 SH   SOLE   867 0 19,340
AT HOME GROUP INC COM 04650Y100 10,798 463,653 SH   SOLE   440,913 0 22,740
ATMOS ENERGY CORP COM 049560105 883 10,647 SH   SOLE   457 0 10,190
AUTOHOME INC-ADR ADR 05278C107 16,907 372,737 SH   SOLE   276,197 0 96,540
AXALTA COATING SYSTEMS LTD COM G0750C108 154,496 4,821,971 SH   SOLE   3,576,136 0 1,245,835
B. RILEY FINANCIAL INC COM 05580M108 7,134 384,593 SH   SOLE   365,736 0 18,857
BALL CORP COM 058498106 322,660 7,644,161 SH   SOLE   5,715,424 0 1,928,737
BANCO MACRO SA-ADR ADR 05961W105 41,279 447,759 SH   SOLE   336,616 0 111,143
BANCO SANTANDER-CHILE-ADR ADR 05965X109 46,502 1,830,077 SH   SOLE   1,356,106 0 473,971
BANK OF THE OZARKS COM 063904106 115,981 2,474,518 SH   SOLE   2,203,770 0 270,748
BANNER CORPORATION COM 06652V208 21,624 382,657 SH   SOLE   355,547 0 27,110
BBVA BANCO FRANCES SA-ADR ADR 07329M100 843 44,553 SH   SOLE   44,553 0 0
BELDEN INC COM 077454106 25,564 338,909 SH   SOLE   310,169 0 28,740
BERKSHIRE HILLS BANCORP INC COM 084680107 20,977 596,779 SH   SOLE   565,304 0 31,475
BHP BILLITON LTD-SPON ADR ADR 088606108 16,988 477,325 SH   SOLE   186,428 0 290,897
BIOGEN INC COM 09062X103 55,658 205,107 SH   SOLE   121,178 0 83,929
BIOMARIN PHARMACEUTICAL INC COM 09061G101 96,497 1,062,506 SH   SOLE   639,584 0 422,922
BLACKROCK INC COM 09247X101 69,575 164,709 SH   SOLE   95,664 0 69,045
BLUE BIRD CORP COM 095306106 8,187 481,608 SH   SOLE   388,303 0 93,305
BOFI HOLDING INC COM 05566U108 7,216 304,236 SH   SOLE   289,336 0 14,900
BOOZ ALLEN HAMILTON HOLDINGS COM 099502106 255,855 7,862,778 SH   SOLE   6,142,593 0 1,720,185
BOSTON PRIVATE FINL HOLDING COM 101119105 21,285 1,386,634 SH   SOLE   1,283,244 0 103,390
BOSTON SCIENTIFIC CORP COM 101137107 42,507 1,533,455 SH   SOLE   889,193 0 644,262
BRADY CORPORATION - CL A COM 104674106 21,779 642,442 SH   SOLE   587,877 0 54,565
BRIDGEPOINT EDUCATION INC COM 10807M105 7,559 512,138 SH   SOLE   486,996 0 25,142
BRISTOL-MYERS SQUIBB CO COM 110122108 18,013 323,280 SH   SOLE   322,470 0 810
BROADCOM LTD COM Y09827109 48,318 207,327 SH   SOLE   120,206 0 87,121
BROOKFIELD ASSET MANAGE-CL A COM 112585104 131,572 3,355,575 SH   SOLE   2,720,232 0 635,343
BRUNSWICK CORP COM 117043109 36,049 574,670 SH   SOLE   333,249 0 241,421
BWX TECHNOLOGIES INC COM 05605H100 319,058 6,544,781 SH   SOLE   5,108,771 0 1,436,010
CABLE ONE INC COM 12685J105 57,835 81,354 SH   SOLE   72,775 0 8,579
CADENCE DESIGN SYS INC COM 127387108 707 21,122 SH   SOLE   907 0 20,215
CALAVO GROWERS INC COM 128246105 7,015 101,594 SH   SOLE   96,604 0 4,990
CALLON PETROLEUM CO COM 13123X102 4,711 443,993 SH   SOLE   422,223 0 21,770
CAMBREX CORP COM 132011107 103,039 1,724,501 SH   SOLE   1,548,044 0 176,457
CANADIAN NATL RAILWAY CO COM 136375102 24,517 302,492 SH   SOLE   133,906 0 168,586
CANADIAN NATL RAILWAY CO COM 136375102 338,025 4,172,150 SH   SOLE   3,579,146 0 593,004
CANADIAN NATURAL RESOURCES COM 136385101 15,646 542,957 SH   SOLE   194,995 0 347,962
CARMAX INC COM 143130102 83,986 1,331,836 SH   SOLE   807,665 0 524,171
CARPENTER TECHNOLOGY COM 144285103 13,435 358,934 SH   SOLE   323,164 0 35,770
CARRIZO OIL & GAS INC COM 144577103 26,810 1,539,061 SH   SOLE   1,326,740 0 212,321
CAVCO INDUSTRIES INC COM 149568107 17,856 137,725 SH   SOLE   130,460 0 7,265
CBOE HOLDINGS INC COM 12503M108 83,307 911,460 SH   SOLE   814,453 0 97,007
CELANESE CORP-SERIES A COM 150870103 115,294 1,214,392 SH   SOLE   1,102,816 0 111,576
CEMEX SAB-SPONS ADR PART CER ADR 151290889 50,692 5,381,353 SH   SOLE   3,375,616 0 2,005,737
CENTENE CORP COM 15135B101 239,731 3,001,143 SH   SOLE   2,191,072 0 810,071
CERNER CORP COM 156782104 45,595 685,947 SH   SOLE   405,214 0 280,733
CES ENERGY SOLUTIONS CORP COM 15713J104 16,452 3,696,648 SH   SOLE   2,897,082 0 799,566
CHECK POINT SOFTWARE TECH COM M22465104 289,870 2,657,405 SH   SOLE   1,895,868 0 761,537
CHESAPEAKE UTILITIES CORP COM 165303108 21,646 288,803 SH   SOLE   273,441 0 15,362
CHILDREN'S PLACE INC/THE COM 168905107 22,427 219,654 SH   SOLE   201,644 0 18,010
CHINA LODGING GROUP-SPON ADS ADR 16949N109 48,376 599,600 SH   SOLE   481,658 0 117,942
CHIPOTLE MEXICAN GRILL INC COM 169656105 63,754 153,219 SH   SOLE   90,546 0 62,673
CHURCHILL DOWNS INC COM 171484108 19,339 105,506 SH   SOLE   96,636 0 8,870
CINCINNATI BELL INC COM 171871502 12,468 637,746 SH   SOLE   603,473 0 34,273
CIRCOR INTERNATIONAL INC COM 17273K109 18,987 319,747 SH   SOLE   302,882 0 16,865
CIVEO CORP COM 17878Y108 2,378 1,132,409 SH   SOLE   1,076,890 0 55,519
CNO FINANCIAL GROUP INC COM 12621E103 20,355 974,847 SH   SOLE   898,867 0 75,980
COBIZ FINANCIAL INC COM 190897108 23,226 1,334,849 SH   SOLE   1,264,446 0 70,403
CODEXIS INC COM 192005106 5,941 1,090,072 SH   SOLE   1,036,627 0 53,445
COLLIERS INTERNATIONAL GROUP COM 194693107 74,572 1,321,032 SH   SOLE   1,174,321 0 146,711
COMMSCOPE HOLDING CO INC COM 20337X109 963 25,322 SH   SOLE   1,087 0 24,235
COMPASS GROUP PLC-SPON ADR ADR 20449X401 5,798 270,030 SH   SOLE   244,816 0 25,214
CONCHO RESOURCES INC COM 20605P101 53,665 441,577 SH   SOLE   235,397 0 206,180
CONMED CORP COM 207410101 22,048 432,822 SH   SOLE   403,287 0 29,535
CONSTELLATION SOFTWARE INC COM 21037X100 128,016 245,065 SH   SOLE   214,990 0 30,075
CONTINENTAL BUILDING PRODUCT COM 211171103 17,424 747,806 SH   SOLE   708,356 0 39,450
COOPER COS INC/THE COM 216648402 65,037 271,646 SH   SOLE   144,266 0 127,380
COPA HOLDINGS SA-CLASS A COM P31076105 37,172 317,709 SH   SOLE   235,572 0 82,137
COPART INC COM 217204106 334,636 10,526,463 SH   SOLE   7,742,681 0 2,783,782
COSTAR GROUP INC COM 22160N109 382,653 1,451,644 SH   SOLE   1,097,973 0 353,671
COSTCO WHOLESALE CORP COM 22160K105 58,079 363,153 SH   SOLE   291,232 0 71,921
COWEN INC COM 223622606 7,109 437,497 SH   SOLE   416,043 0 21,454
CREDICORP LTD COM G2519Y108 231,305 1,289,399 SH   SOLE   929,674 0 359,725
CRESUD S.A.-SPONS ADR ADR 226406106 847 43,573 SH   SOLE   43,573 0 0
CRYOLIFE INC COM 228903100 4,517 226,409 SH   SOLE   215,275 0 11,134
CSL LTD-SPONSORED ADR ADR 12637N204 5,822 109,264 SH   SOLE   109,264 0 0
CSRA INC COM 12650T104 294,418 9,273,003 SH   SOLE   7,096,849 0 2,176,154
CTRIP.COM INTERNATIONAL-ADR ADR 22943F100 249,331 4,629,241 SH   SOLE   3,361,239 0 1,268,002
CVB FINANCIAL CORP COM 126600105 15,817 705,167 SH   SOLE   667,972 0 37,195
DANA INC COM 235825205 24,258 1,086,322 SH   SOLE   1,029,032 0 57,290
DANAHER CORP COM 235851102 144,248 1,709,301 SH   SOLE   1,202,904 0 506,397
DARLING INGREDIENTS INC COM 237266101 18,196 1,156,042 SH   SOLE   1,095,072 0 60,970
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 18,532 278,639 SH   SOLE   255,529 0 23,110
DENTSPLY SIRONA INC COM 24906P109 2,000 30,841 SH   SOLE   30,841 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 5,985 49,949 SH   SOLE   45,308 0 4,641
DIAMONDBACK ENERGY INC COM 25278X109 60,565 681,961 SH   SOLE   609,139 0 72,822
DOLLARAMA INC COM 25675T107 60,289 631,888 SH   SOLE   529,237 0 102,651
DOMINO'S PIZZA INC COM 25754A201 113,818 538,069 SH   SOLE   410,667 0 127,402
DOUGLAS DYNAMICS INC COM 25960R105 11,430 347,427 SH   SOLE   287,326 0 60,101
DOUGLAS EMMETT INC COM 25960P109 838 21,941 SH   SOLE   941 0 21,000
DUN & BRADSTREET CORP COM 26483E100 79,062 731,040 SH   SOLE   665,594 0 65,446
E TRADE FINANCIAL CORP COM 269246401 988 25,990 SH   SOLE   1,115 0 24,875
EAGLE BANCORP INC COM 268948106 1,314 20,760 SH   SOLE   0 0 20,760
EAST WEST BANCORP INC COM 27579R104 155,037 2,646,584 SH   SOLE   1,898,053 0 748,531
EDUCATION REALTY TRUST INC COM 28140H203 24,689 637,144 SH   SOLE   533,102 0 104,042
EDWARDS LIFESCIENCES CORP COM 28176E108 19,113 161,648 SH   SOLE   161,242 0 406
EMCOR GROUP INC COM 29084Q100 23,744 363,174 SH   SOLE   333,634 0 29,540
EMP DISTRIB Y COMERC NOR-ADR ADR 29244A102 920 28,843 SH   SOLE   28,843 0 0
ENCORE CAPITAL GROUP INC COM 292554102 95,159 2,370,092 SH   SOLE   2,117,271 0 252,821
ENERFLEX LTD COM 29269R105 14,940 1,030,959 SH   SOLE   812,009 0 218,950
ENERGEN CORP COM 29265N108 1,146 23,205 SH   SOLE   0 0 23,205
ENERPLUS CORP COM 292766102 8,928 1,101,687 SH   SOLE   598,957 0 502,730
ENOVA INTERNATIONAL INC COM 29357K103 6,631 446,499 SH   SOLE   424,600 0 21,899
ENTELLUS MEDICAL INC COM 29363K105 7,140 431,187 SH   SOLE   410,047 0 21,140
EOG RESOURCES INC COM 26875P101 25,459 281,256 SH   SOLE   166,405 0 114,851
EPR PROPERTIES COM 26884U109 1,243 17,291 SH   SOLE   0 0 17,291
EQUIFAX INC COM 294429105 158,157 1,150,901 SH   SOLE   630,992 0 519,909
EQUITY COMMONWEALTH COM 294628102 18,776 594,172 SH   SOLE   539,127 0 55,045
ESCO TECHNOLOGIES INC COM 296315104 11,133 186,636 SH   SOLE   177,476 0 9,160
ESTEE LAUDER COMPANIES-CL A COM 518439104 53,983 562,445 SH   SOLE   332,328 0 230,117
ETSY INC COM 29786A106 9,836 655,702 SH   SOLE   623,542 0 32,160
EURONET WORLDWIDE INC COM 298736109 76,840 879,475 SH   SOLE   778,055 0 101,420
EXACT SCIENCES CORP COM 30063P105 110,733 3,130,696 SH   SOLE   2,801,908 0 328,788
EXPERIAN PLC-SPONS ADR ADR 30215C101 3,492 169,616 SH   SOLE   153,760 0 15,856
EXTERRAN CORP COM 30227H106 10,508 393,550 SH   SOLE   359,286 0 34,264
FACEBOOK INC-A COM 30303M102 237,936 1,575,946 SH   SOLE   1,105,568 0 470,378
FASTENAL CO COM 311900104 26,425 607,061 SH   SOLE   605,538 0 1,523
FIFTH THIRD BANCORP COM 316773100 38,319 1,476,067 SH   SOLE   855,876 0 620,191
FINANCIAL SELECT SECTOR SPDR ETF US 81369Y605 13,041 528,600 SH   SOLE   528,600 0 0
FINNING INTERNATIONAL INC COM 318071404 39,786 2,032,640 SH   SOLE   1,649,152 0 383,488
FIRST AMERICAN FINANCIAL COM 31847R102 21,248 475,458 SH   SOLE   436,003 0 39,455
FIRST QUANTUM MINERALS LTD COM 335934105 30,886 3,656,537 SH   SOLE   2,867,087 0 789,450
FIRSTCASH INC COM 33767D105 110,051 1,887,660 SH   SOLE   1,702,103 0 185,557
FIRSTSERVICE CORP COM 33767E103 95,855 1,498,197 SH   SOLE   1,345,290 0 152,907
FLOWSERVE CORP COM 34354P105 779 16,780 SH   SOLE   720 0 16,060
FMC CORP COM 302491303 2,952 40,407 SH   SOLE   369 0 40,038
FNB CORP COM 302520101 27,586 1,948,145 SH   SOLE   1,845,379 0 102,766
FOMENTO ECONOMICO MEX-SP ADR ADR 344419106 106,925 1,087,301 SH   SOLE   708,062 0 379,239
FORTIVE CORP COM 34959J108 126,876 2,002,782 SH   SOLE   1,124,588 0 878,194
FORTUNE BRANDS HOME & SECURI COM 34964C106 1,007 15,432 SH   SOLE   662 0 14,770
FRESENIUS MEDICAL CARE-ADR ADR 358029106 4,236 87,654 SH   SOLE   79,587 0 8,067
FULGENT GENETICS INC COM 359664109 4,091 640,219 SH   SOLE   608,819 0 31,400
GENTHERM INC COM 37253A103 11,997 309,202 SH   SOLE   294,042 0 15,160
GLACIER BANCORP INC COM 37637Q105 26,851 733,429 SH   SOLE   694,749 0 38,680
GLAUKOS CORP COM 377322102 89,773 2,164,764 SH   SOLE   1,977,558 0 187,206
GLAXOSMITHKLINE PLC-SPON ADR ADR 37733W105 4,332 100,460 SH   SOLE   90,029 0 10,431
GLOBAL X MSCI ARGENTINA ETF ETF US 37950E259 8,808 300,700 SH   SOLE   300,700 0 0
GLOBAL X MSCI GREECE ETF ETF US 37950E366 25,950 2,566,800 SH   SOLE   2,566,800 0 0
GLOBANT SA COM L44385109 1,245 28,660 SH   SOLE   28,660 0 0
GOLDEN ENTERTAINMENT INC COM 381013101 11,830 571,219 SH   SOLE   543,235 0 27,984
GOLDMAN SACHS GROUP INC COM 38141G104 54,008 243,389 SH   SOLE   141,162 0 102,227
GRAND CANYON EDUCATION INC COM 38526M106 161,065 2,054,139 SH   SOLE   1,870,118 0 184,021
GREEN BANCORP INC COM 39260X100 6,591 339,723 SH   SOLE   321,185 0 18,538
GRIFOLS SA-ADR ADR 398438408 3,390 160,436 SH   SOLE   145,551 0 14,885
GRUPO AEROPORTUARIO SUR-ADR ADR 40051E202 48,773 231,811 SH   SOLE   179,749 0 52,062
GRUPO FINANCIERO GALICIA-ADR ADR 399909100 19,293 452,470 SH   SOLE   358,708 0 93,762
GRUPO SUPERVIELLE SA-SP ADR ADR 40054A108 1,141 63,093 SH   SOLE   63,093 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 294,537 4,286,670 SH   SOLE   3,376,106 0 910,564
GULFPORT ENERGY CORP COM 402635304 3,106 210,610 SH   SOLE   156,024 0 54,586
HANCOCK HOLDING CO COM 410120109 28,997 591,768 SH   SOLE   549,643 0 42,125
HANESBRANDS INC COM 410345102 106,974 4,618,909 SH   SOLE   2,408,247 0 2,210,662
HANOVER INSURANCE GROUP INC/ COM 410867105 23,461 264,707 SH   SOLE   221,347 0 43,360
HDFC BANK LTD-ADR ADR 40415F101 237,994 2,736,510 SH   SOLE   2,061,391 0 675,119
HEALTH CARE SELECT SECTOR ETF US 81369Y209 314 3,957 SH   SOLE   0 0 3,957
HEALTHCARE REALTY TRUST INC COM 421946104 22,508 659,081 SH   SOLE   601,651 0 57,430
HEALTHSOUTH CORP COM 421924309 208,253 4,302,756 SH   SOLE   3,391,831 0 910,925
HEICO CORP-CLASS A COM 422806208 102,696 1,655,052 SH   SOLE   1,513,513 0 141,539
HELIX ENERGY SOLUTIONS GROUP COM 42330P107 7,253 1,286,000 SH   SOLE   1,154,070 0 131,930
HERBALIFE LTD COM G4412G101 15,288 214,322 SH   SOLE   190,356 0 23,966
HESS CORP COM 42809H107 22,180 505,595 SH   SOLE   293,156 0 212,439
HEXCEL CORP COM 428291108 97,124 1,839,816 SH   SOLE   1,673,548 0 166,268
HIGHWOODS PROPERTIES INC COM 431284108 18,376 362,376 SH   SOLE   328,936 0 33,440
HOLOGIC INC COM 436440101 723 15,928 SH   SOLE   683 0 15,245
HOME BANCSHARES INC COM 436893200 1,808 72,613 SH   SOLE   0 0 72,613
HOME DEPOT INC COM 437076102 181,623 1,183,980 SH   SOLE   694,981 0 488,999
HONEYWELL INTERNATIONAL INC COM 438516106 52,274 392,186 SH   SOLE   227,491 0 164,695
HORIZON PHARMA PLC COM G4617B105 23,557 1,984,612 SH   SOLE   1,813,455 0 171,157
IBERIABANK CORP COM 450828108 40,293 494,398 SH   SOLE   438,860 0 55,538
ICF INTERNATIONAL INC COM 44925C103 6,184 131,294 SH   SOLE   124,849 0 6,445
ICICI BANK LTD-SPON ADR ADR 45104G104 21,097 2,351,896 SH   SOLE   2,351,896 0 0
ICON PLC COM G4705A100 55,246 564,946 SH   SOLE   465,420 0 99,526
IDACORP INC COM 451107106 24,657 288,892 SH   SOLE   265,517 0 23,375
IDEXX LABORATORIES INC COM 45168D104 71,585 443,471 SH   SOLE   403,402 0 40,069
IMAX CORP COM 45245E109 881 40,049 SH   SOLE   0 0 40,049
INGREDION INC COM 457187102 729 6,112 SH   SOLE   262 0 5,850
INPHI CORP COM 45772F107 25,462 742,327 SH   SOLE   690,244 0 52,083
INTEGER HOLDINGS CORP COM 45826H109 22,086 510,659 SH   SOLE   476,769 0 33,890
INTERCONTINENTAL EXCHANGE IN COM 45866F104 171,517 2,601,890 SH   SOLE   1,886,700 0 715,190
INTERFACE INC COM 458665304 26,701 1,358,827 SH   SOLE   1,248,877 0 109,950
INTERTAPE POLYMER GROUP INC COM 460919103 10,462 550,300 SH   SOLE   431,886 0 118,414
INTUIT INC COM 461202103 54,129 407,569 SH   SOLE   240,694 0 166,875
INTUITIVE SURGICAL INC COM 46120E602 2,956 3,160 SH   SOLE   3,160 0 0
IRSA -SP ADR ADR 450047204 4,615 191,341 SH   SOLE   147,186 0 44,155
ISHARES GLOBAL ENERGY ETF ETF US 464287341 23,584 759,800 SH   SOLE   759,800 0 0
ISHARES IBOXX INVESTMENT GRA ETF US 464287242 68,980 572,400 SH   SOLE   572,400 0 0
ISHARES JP MORGAN USD EMERGI ETF US 464288281 49,747 435,000 SH   SOLE   435,000 0 0
ISHARES MSCI BRAZIL CAPPED E ETF US 464286400 26,674 781,320 SH   SOLE   781,320 0 0
ISHARES MSCI FRONTIER 100 ETF US 464286145 38,310 1,340,450 SH   SOLE   1,340,450 0 0
ISHARES MSCI INDIA ETF ETF US 46429B598 75,162 2,341,500 SH   SOLE   2,341,500 0 0
ISHARES MSCI INDIA SMALL-CAP ETF US 46429B614 5,009 112,800 SH   SOLE   112,800 0 0
ISHARES MSCI JAPAN ETF ETF US 46434G822 31,235 582,200 SH   SOLE   582,200 0 0
ISHARES MSCI MALAYSIA ETF ETF US 46434G814 24,772 781,200 SH   SOLE   781,200 0 0
ISHARES RUSSELL 1000 GROWTH ETF US 464287614 78,517 659,700 SH   SOLE   659,700 0 0
ISHARES RUSSELL 1000 VALUE E ETF US 464287598 303,265 2,604,700 SH   SOLE   2,604,700 0 0
ISHARES RUSSELL 2000 GROWTH ETF US 464287648 20,921 123,960 SH   SOLE   123,960 0 0
ITAU UNIBANCO H-SPON PRF ADR ADR 465562106 3,346 302,821 SH   SOLE   278,420 0 24,401
J & J SNACK FOODS CORP COM 466032109 23,778 180,038 SH   SOLE   166,773 0 13,265
J2 GLOBAL INC COM 48123V102 265,033 3,114,743 SH   SOLE   2,651,792 0 462,951
JOHN BEAN TECHNOLOGIES CORP COM 477839104 6,574 67,080 SH   SOLE   63,793 0 3,287
JONES LANG LASALLE INC COM 48020Q107 75,721 605,765 SH   SOLE   538,131 0 67,634
JPMORGAN CHASE & CO COM 46625H100 66,533 727,937 SH   SOLE   421,384 0 306,553
KADANT INC COM 48282T104 20,601 273,944 SH   SOLE   259,498 0 14,446
KEANE GROUP INC COM 48669A108 1,090 68,143 SH   SOLE   64,797 0 3,346
KENNAMETAL INC COM 489170100 18,885 504,673 SH   SOLE   460,653 0 44,020
L BRANDS INC COM 501797104 46,840 869,175 SH   SOLE   463,285 0 405,890
LAM RESEARCH CORP COM 512807108 27,213 192,415 SH   SOLE   111,571 0 80,844
LAMB WESTON HOLDINGS INC COM 513272104 700 15,897 SH   SOLE   682 0 15,215
LASALLE HOTEL PROPERTIES COM 517942108 22,454 753,500 SH   SOLE   692,785 0 60,715
LAUREATE EDUCATION INC-A COM 518613203 22,216 1,267,289 SH   SOLE   1,152,971 0 114,318
LEGGETT & PLATT INC COM 524660107 736 14,006 SH   SOLE   601 0 13,405
LEMAITRE VASCULAR INC COM 525558201 5,167 165,494 SH   SOLE   157,372 0 8,122
LENNOX INTERNATIONAL INC COM 526107107 2,225 12,115 SH   SOLE   0 0 12,115
LHC GROUP INC COM 50187A107 13,899 204,729 SH   SOLE   173,682 0 31,047
LIGAND PHARMACEUTICALS COM 53220K504 215,295 1,773,434 SH   SOLE   1,618,902 0 154,532
LINE CORP-SPONSORED ADR ADR 53567X101 22,809 655,804 SH   SOLE   550,075 0 105,729
LITHIA MOTORS INC-CL A COM 536797103 9,539 101,232 SH   SOLE   96,272 0 4,960
LITTELFUSE INC COM 537008104 7,451 45,156 SH   SOLE   42,946 0 2,210
LIVE NATION ENTERTAINMENT IN COM 538034109 109,693 3,147,567 SH   SOLE   2,404,032 0 743,535
LOWE'S COS INC COM 548661107 53,206 686,261 SH   SOLE   684,536 0 1,725
LULULEMON ATHLETICA INC COM 550021109 773 12,956 SH   SOLE   556 0 12,400
LUNDIN MINING CORP COM 550372106 46,631 8,216,971 SH   SOLE   5,842,423 0 2,374,548
LUXOTTICA GROUP SPA-SPON ADR ADR 55068R202 3,226 55,352 SH   SOLE   50,211 0 5,141
LYDALL INC COM 550819106 14,170 274,088 SH   SOLE   259,632 0 14,456
MACQUARIE GROUP LTD-ADR ADR 55607P204 4,885 71,689 SH   SOLE   71,689 0 0
MAGELLAN HEALTH INC COM 559079207 17,543 240,648 SH   SOLE   221,548 0 19,100
MAGNA INTERNATIONAL INC COM 559222401 4,569 98,628 SH   SOLE   89,434 0 9,194
MAKEMYTRIP LTD COM V5633W109 25,187 750,720 SH   SOLE   576,158 0 174,562
MANPOWERGROUP INC COM 56418H100 915 8,197 SH   SOLE   352 0 7,845
MARTIN MARIETTA MATERIALS COM 573284106 103,563 465,283 SH   SOLE   424,363 0 40,920
MASTERCARD INC - A COM 57636Q104 246,528 2,029,875 SH   SOLE   1,466,338 0 563,537
MAXIMUS INC COM 577933104 216,777 3,461,230 SH   SOLE   2,670,837 0 790,393
MAXLINEAR INC COM 57776J100 103,228 3,701,238 SH   SOLE   3,428,892 0 272,346
MEDNAX INC COM 58502B106 682 11,300 SH   SOLE   485 0 10,815
MERCADOLIBRE INC COM 58733R102 124,716 497,116 SH   SOLE   340,543 0 156,573
MERCK & CO. INC. COM 58933Y105 3,186 49,712 SH   SOLE   44,863 0 4,849
MERCURY SYSTEMS INC COM 589378108 15,219 361,590 SH   SOLE   343,860 0 17,730
MEREDITH CORP COM 589433101 19,132 321,824 SH   SOLE   295,179 0 26,645
META FINANCIAL GROUP INC COM 59100U108 8,582 96,422 SH   SOLE   91,681 0 4,741
METTLER-TOLEDO INTERNATIONAL COM 592688105 141,205 239,924 SH   SOLE   185,045 0 54,879
MGP INGREDIENTS INC COM 55303J106 7,786 152,151 SH   SOLE   144,691 0 7,460
MICHAELS COS INC/THE COM 59408Q106 81,346 4,392,319 SH   SOLE   3,987,662 0 404,657
MICROSOFT CORP COM 594918104 294,935 4,278,761 SH   SOLE   3,179,232 0 1,099,529
MID-AMERICA APARTMENT COMM COM 59522J103 717 6,807 SH   SOLE   292 0 6,515
MIDDLEBY CORP COM 596278101 219,921 1,809,903 SH   SOLE   1,389,252 0 420,651
MINERALS TECHNOLOGIES INC COM 603158106 20,275 276,987 SH   SOLE   254,205 0 22,782
MOMO INC-SPON ADR ADR 60879B107 24,122 652,653 SH   SOLE   483,870 0 168,783
MONSTER BEVERAGE CORP COM 61174X109 107,914 2,172,180 SH   SOLE   1,541,525 0 630,655
NASDAQ INC COM 631103108 50,263 703,077 SH   SOLE   374,367 0 328,710
NATIONAL BANK HOLD-CL A COM 633707104 16,913 510,808 SH   SOLE   483,868 0 26,940
NATIONAL INSTRUMENTS CORP COM 636518102 115,152 2,863,043 SH   SOLE   2,648,503 0 214,540
NATIONAL RETAIL PROPERTIES COM 637417106 3,178 81,277 SH   SOLE   964 0 80,313
NEOGENOMICS INC COM 64049M209 7,063 788,299 SH   SOLE   749,637 0 38,662
NETEASE INC-ADR ADR 64110W102 246,746 820,764 SH   SOLE   612,794 0 207,970
NETFLIX INC COM 64110L106 28,604 191,448 SH   SOLE   110,976 0 80,472
NEW ORIENTAL EDUCATIO-SP ADR ADR 647581107 39,377 558,614 SH   SOLE   413,932 0 144,682
NEWELL BRANDS INC COM 651229106 154,983 2,890,399 SH   SOLE   1,819,984 0 1,070,415
NEWPARK RESOURCES INC COM 651718504 5,013 682,095 SH   SOLE   646,160 0 35,935
NIKE INC -CL B COM 654106103 41,430 702,210 SH   SOLE   407,360 0 294,850
NISOURCE INC COM 65473P105 805 31,749 SH   SOLE   1,364 0 30,385
NORTHWEST PIPE CO COM 667746101 11,758 723,133 SH   SOLE   684,990 0 38,143
NOVARTIS AG-SPONSORED ADR ADR 66987V109 3,397 40,696 SH   SOLE   36,503 0 4,193
NOVO-NORDISK A/S-SPONS ADR ADR 670100205 3,115 72,620 SH   SOLE   65,887 0 6,733
NU SKIN ENTERPRISES INC - A COM 67018T105 55,012 875,437 SH   SOLE   804,252 0 71,185
NUANCE COMMUNICATIONS INC COM 67020Y100 1,429 82,051 SH   SOLE   0 0 82,051
NUTRISYSTEM INC COM 67069D108 8,000 153,693 SH   SOLE   146,153 0 7,540
NVR INC COM 62944T105 7,955 3,300 SH   SOLE   0 0 3,300
NXSTAGE MEDICAL INC COM 67072V103 49,120 1,959,318 SH   SOLE   1,802,712 0 156,606
OASIS PETROLEUM INC COM 674215108 12,712 1,579,190 SH   SOLE   1,444,565 0 134,625
OBALON THERAPEUTICS INC COM 67424L100 3,267 329,643 SH   SOLE   313,483 0 16,160
OCEANFIRST FINANCIAL CORP COM 675234108 18,455 680,480 SH   SOLE   644,585 0 35,895
OLD DOMINION FREIGHT LINE COM 679580100 250,063 2,625,605 SH   SOLE   1,996,428 0 629,177
OM ASSET MANAGEMENT PLC COM G67506108 50,430 3,393,659 SH   SOLE   3,005,236 0 388,423
OMEGA FLEX INC COM 682095104 711 11,042 SH   SOLE   11,042 0 0
ONE GAS INC COM 68235P108 23,194 332,243 SH   SOLE   304,193 0 28,050
ORBCOMM INC COM 68555P100 13,968 1,236,064 SH   SOLE   1,175,451 0 60,613
ORBOTECH LTD COM M75253100 25,569 783,853 SH   SOLE   625,001 0 158,852
O'REILLY AUTOMOTIVE INC COM 67103H107 172,922 790,538 SH   SOLE   443,403 0 347,135
ORIX - SPONSORED ADR ADR 686330101 4,978 63,879 SH   SOLE   57,946 0 5,933
OSI SYSTEMS INC COM 671044105 3,630 48,304 SH   SOLE   45,934 0 2,370
OWENS CORNING COM 690742101 841 12,564 SH   SOLE   539 0 12,025
PACWEST BANCORP COM 695263103 803 17,195 SH   SOLE   737 0 16,458
PAMPA ENERGIA SA-SPON ADR ADR 697660207 42,399 720,460 SH   SOLE   550,550 0 169,910
PARSLEY ENERGY INC-CLASS A COM 701877102 778 28,053 SH   SOLE   1,203 0 26,850
PATTERSON-UTI ENERGY INC COM 703481101 421 20,875 SH   SOLE   895 0 19,980
PDC ENERGY INC COM 69327R101 13,271 307,834 SH   SOLE   280,149 0 27,685
PEBBLEBROOK HOTEL TRUST COM 70509V100 20,014 620,796 SH   SOLE   570,592 0 50,204
PETROLEO BRASIL-SP PREF ADR ADR 71654V101 171 22,985 SH   SOLE   22,985 0 0
PEYTO EXPLORATION & DEV CORP COM 717046106 2,816 155,464 SH   SOLE   118,323 0 37,141
PINNACLE WEST CAPITAL COM 723484101 939 11,023 SH   SOLE   473 0 10,550
PIONEER NATURAL RESOURCES CO COM 723787107 17,601 110,293 SH   SOLE   63,323 0 46,970
PNM RESOURCES INC COM 69349H107 22,377 585,026 SH   SOLE   539,546 0 45,480
POLYONE CORPORATION COM 73179P106 17,700 456,892 SH   SOLE   414,407 0 42,485
PPG INDUSTRIES INC COM 693506107 51,204 465,659 SH   SOLE   275,189 0 190,470
PRIMO WATER CORP COM 74165N105 7,010 551,933 SH   SOLE   524,893 0 27,040
PROGRESSIVE CORP COM 743315103 211,591 4,799,062 SH   SOLE   3,088,509 0 1,710,553
PROLOGIS INC COM 74340W103 17,034 290,487 SH   SOLE   246,795 0 43,692
PROSPERITY BANCSHARES INC COM 743606105 23,027 358,449 SH   SOLE   330,174 0 28,275
PRUDENTIAL PLC-ADR ADR 74435K204 6,210 134,961 SH   SOLE   122,440 0 12,521
Q2 HOLDINGS INC COM 74736L109 7,933 214,696 SH   SOLE   204,156 0 10,540
QUIMICA Y MINERA CHIL-SP ADR ADR 833635105 66,475 2,013,173 SH   SOLE   1,368,529 0 644,644
RADIAN GROUP INC COM 750236101 27,506 1,682,307 SH   SOLE   1,549,452 0 132,855
RAGING RIVER EXPLORATION INC COM 750649105 19,969 3,205,702 SH   SOLE   2,524,499 0 681,203
RAYTHEON COMPANY COM 755111507 93,250 577,470 SH   SOLE   448,570 0 128,900
REALPAGE INC COM 75606N109 11,127 309,526 SH   SOLE   294,346 0 15,180
RED HAT INC COM 756577102 310,784 3,245,789 SH   SOLE   2,063,498 0 1,182,291
RELX PLC - SPON ADR ADR 759530108 5,558 253,773 SH   SOLE   230,054 0 23,719
RENASANT CORP COM 75970E107 23,977 548,162 SH   SOLE   508,262 0 39,900
REPLIGEN CORP COM 759916109 43,884 1,058,976 SH   SOLE   968,879 0 90,097
RICE ENERGY INC COM 762760106 20,040 752,539 SH   SOLE   685,099 0 67,440
RIO TINTO PLC-SPON ADR ADR 767204100 2,414 57,066 SH   SOLE   51,760 0 5,306
ROPER TECHNOLOGIES INC COM 776696106 2,284 9,866 SH   SOLE   9,866 0 0
ROSS STORES INC COM 778296103 123,804 2,144,530 SH   SOLE   1,142,030 0 1,002,500
ROYAL BANK OF CANADA COM 780087102 3,350 46,200 SH   SOLE   41,910 0 4,290
ROYAL DUTCH SHELL-SPON ADR-A ADR 780259206 3,623 68,121 SH   SOLE   62,046 0 6,075
RSP PERMIAN INC COM 74978Q105 16,629 515,294 SH   SOLE   488,119 0 27,175
RYANAIR HOLDINGS PLC-SP ADR ADR 783513203 120,263 1,117,585 SH   SOLE   884,896 0 232,689
SALESFORCE.COM INC COM 79466L302 28,710 331,520 SH   SOLE   192,206 0 139,314
SANDY SPRING BANCORP INC COM 800363103 19,183 471,799 SH   SOLE   434,854 0 36,945
SANOFI-ADR ADR 80105N105 275 5,738 SH   SOLE   5,738 0 0
SAP SE-SPONSORED ADR ADR 803054204 3,462 33,078 SH   SOLE   30,000 0 3,078
SBA COMMUNICATIONS CORP COM 78410G104 361,814 2,682,091 SH   SOLE   1,890,501 0 791,590
SCHLUMBERGER LTD COM 806857108 81,762 1,241,825 SH   SOLE   853,978 0 387,847
SEACOAST BANKING CORP/FL COM 811707801 19,215 797,295 SH   SOLE   755,230 0 42,065
SELECTIVE INSURANCE GROUP COM 816300107 29,025 579,925 SH   SOLE   505,555 0 74,370
SENSIENT TECHNOLOGIES CORP COM 81725T100 20,941 260,043 SH   SOLE   239,028 0 21,015
SHAWCOR LTD COM 820439107 9,216 452,013 SH   SOLE   355,858 0 96,155
SHIRE PLC-ADR ADR 82481R106 15,504 93,811 SH   SOLE   93,575 0 236
SIGNATURE BANK COM 82669G104 187,565 1,306,799 SH   SOLE   1,020,721 0 286,078
SILGAN HOLDINGS INC COM 827048109 17,406 547,717 SH   SOLE   518,579 0 29,138
SILICON MOTION TECHNOL-ADR ADR 82706C108 45,715 947,862 SH   SOLE   745,573 0 202,289
SIMULATIONS PLUS INC COM 829214105 3,984 322,614 SH   SOLE   306,774 0 15,840
SINA CORP COM G81477104 35,732 420,524 SH   SOLE   339,162 0 81,362
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 83,058 1,595,428 SH   SOLE   1,457,749 0 137,679
SIX FLAGS ENTERTAINMENT CORP COM 83001A102 304,537 5,108,828 SH   SOLE   3,872,926 0 1,235,902
SONY CORP-SPONSORED ADR ADR 835699307 2,749 71,972 SH   SOLE   65,290 0 6,682
SOUTHWEST GAS HOLDINGS INC COM 844895102 22,648 309,993 SH   SOLE   293,670 0 16,323
SPARTANNASH CO COM 847215100 15,622 601,754 SH   SOLE   570,018 0 31,736
SPDR BBG BARC HIGH YIELD BND ETF US 78464A417 31,244 839,900 SH   SOLE   839,900 0 0
SPDR S&P 500 ETF TRUST ETF US 78462F103 447,263 1,849,724 SH   SOLE   1,849,724 0 0
STANDEX INTERNATIONAL CORP COM 854231107 18,406 202,932 SH   SOLE   192,227 0 10,705
STARBUCKS CORP COM 855244109 182,929 3,137,179 SH   SOLE   2,337,219 0 799,960
STEEL DYNAMICS INC COM 858119100 722 20,165 SH   SOLE   865 0 19,300
STERLING BANCORP/DE COM 85917A100 19,348 832,154 SH   SOLE   759,979 0 72,175
STEVEN MADDEN LTD COM 556269108 27,362 684,896 SH   SOLE   624,544 0 60,352
SUMITOMO MITSUI-SPONS ADR ADR 86562M209 3,323 422,836 SH   SOLE   383,499 0 39,337
SUNCOR ENERGY INC COM 867224107 275,648 9,447,923 SH   SOLE   7,660,339 0 1,787,584
SVB FINANCIAL GROUP COM 78486Q101 671 3,819 SH   SOLE   164 0 3,655
TAIWAN SEMICONDUCTOR-SP ADR ADR 874039100 588,376 16,829,973 SH   SOLE   11,650,049 0 5,179,924
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 115,843 1,578,679 SH   SOLE   1,417,705 0 160,974
TAL EDUCATION GROUP- ADR ADR 874080104 84,500 690,864 SH   SOLE   462,394 0 228,470
TANGER FACTORY OUTLET CENTER COM 875465106 1,695 65,230 SH   SOLE   0 0 65,230
TARENA INTERNATIONAL INC-ADR ADR 876108101 7,723 431,202 SH   SOLE   316,113 0 115,089
TATA MOTORS LTD-SPON ADR ADR 876568502 20,119 609,494 SH   SOLE   570,532 0 38,962
TAUBMAN CENTERS INC COM 876664103 491 8,244 SH   SOLE   354 0 7,890
TEAM INC COM 878155100 6,898 294,166 SH   SOLE   279,756 0 14,410
TELECOM ARGENTINA SA-SP ADR ADR 879273209 1,499 59,149 SH   SOLE   59,149 0 0
TEREX CORP COM 880779103 16,275 434,006 SH   SOLE   390,561 0 43,445
TERRENO REALTY CORP COM 88146M101 22,558 670,185 SH   SOLE   566,835 0 103,350
TEXAS INSTRUMENTS INC COM 882508104 112,338 1,460,259 SH   SOLE   1,040,754 0 419,505
THERMO FISHER SCIENTIFIC INC COM 883556102 45,572 261,202 SH   SOLE   150,731 0 110,471
THOMSON REUTERS CORP COM 884903105 2,039 44,040 SH   SOLE   39,945 0 4,095
TOPBUILD CORP COM 89055F103 16,207 305,394 SH   SOLE   289,279 0 16,115
TORO CO COM 891092108 91,588 1,321,811 SH   SOLE   1,182,659 0 139,152
TORONTO-DOMINION BANK COM 891160509 97,207 1,931,209 SH   SOLE   1,567,177 0 364,032
TOTAL SA-SPON ADR ADR 89151E109 3,260 65,743 SH   SOLE   59,619 0 6,124
TRACTOR SUPPLY COMPANY COM 892356106 201,943 3,725,192 SH   SOLE   2,838,761 0 886,431
TRANSDIGM GROUP INC COM 893641100 63,086 234,634 SH   SOLE   138,620 0 96,014
TRANSPORTADOR GAS SUR-SP B ADR 893870204 5,126 308,598 SH   SOLE   225,701 0 82,897
TRANSUNION COM 89400J107 105,344 2,432,322 SH   SOLE   2,153,942 0 278,380
ULTA SALON COSMETICS & FRAGR COM 90384S303 24,584 85,558 SH   SOLE   49,634 0 35,924
ULTIMATE SOFTWARE GROUP INC COM 90385D107 20,990 99,926 SH   SOLE   99,703 0 223
UMPQUA HOLDINGS CORP COM 904214103 21,489 1,170,438 SH   SOLE   1,083,263 0 87,175
UNILEVER N V -NY SHARES ADR 904784709 4,670 84,496 SH   SOLE   76,649 0 7,847
UNION PACIFIC CORP COM 907818108 199,179 1,828,841 SH   SOLE   1,207,977 0 620,864
UNITEDHEALTH GROUP INC COM 91324P102 242,018 1,305,241 SH   SOLE   905,929 0 399,312
UNIVERSAL ELECTRONICS INC COM 913483103 106,921 1,599,417 SH   SOLE   1,441,862 0 157,555
US AUTO PARTS NETWORK INC COM 90343C100 7,648 2,367,745 SH   SOLE   2,251,649 0 116,096
USA TECHNOLOGIES INC COM 90328S500 7,504 1,442,990 SH   SOLE   1,372,269 0 70,721
UTILITIES SELECT SECTOR SPDR ETF US 81369Y886 50,136 964,900 SH   SOLE   964,900 0 0
VAIL RESORTS INC COM 91879Q109 255,666 1,260,494 SH   SOLE   902,042 0 358,452
VALMONT INDUSTRIES COM 920253101 18,833 125,890 SH   SOLE   115,045 0 10,845
VANECK VECTORS RUSSIA ETF ETF US 92189F403 55,886 2,915,300 SH   SOLE   2,915,300 0 0
VANGUARD RUSSELL 2000 ETF ETF US 92206C664 2,353 20,876 SH   SOLE   0 0 20,876
VANTIV INC - CL A COM 92210H105 321,391 5,074,066 SH   SOLE   3,730,415 0 1,343,651
VARONIS SYSTEMS INC COM 922280102 11,227 301,805 SH   SOLE   288,045 0 13,760
VEEVA SYSTEMS INC-CLASS A COM 922475108 185,116 3,019,339 SH   SOLE   2,335,290 0 684,049
VERISK ANALYTICS INC COM 92345Y106 253,646 3,006,349 SH   SOLE   1,848,810 0 1,157,539
VIRTU FINANCIAL INC-CLASS A COM 928254101 48,552 2,750,838 SH   SOLE   2,423,330 0 327,508
VULCAN MATERIALS CO COM 929160109 107,420 847,964 SH   SOLE   451,984 0 395,980
WABTEC CORP COM 929740108 214,970 2,349,404 SH   SOLE   1,783,352 0 566,052
WATSCO INC COM 942622200 36,781 238,526 SH   SOLE   138,334 0 100,192
WEIBO CORP-SPON ADR ADR 948596101 55,886 840,777 SH   SOLE   625,870 0 214,907
WESTERN ALLIANCE BANCORP COM 957638109 23,568 479,016 SH   SOLE   442,321 0 36,695
WHEATON PRECIOUS METALS CORP COM 962879102 8,977 451,357 SH   SOLE   195,735 0 255,622
WHITECAP RESOURCES INC COM 96467A200 23,221 3,256,718 SH   SOLE   2,565,274 0 691,444
WILLDAN GROUP INC COM 96924N100 3,764 123,197 SH   SOLE   117,157 0 6,040
WISDOMTREE EMRG MKTS DEBT ETF US 97717X867 18,950 499,600 SH   SOLE   499,600 0 0
WISDOMTREE INDIA EARNINGS ETF US 97717W422 14,530 592,819 SH   SOLE   592,819 0 0
WIX.COM LTD COM M98068105 41,290 593,252 SH   SOLE   486,152 0 107,100
WOLVERINE WORLD WIDE INC COM 978097103 27,189 970,688 SH   SOLE   884,858 0 85,830
WSFS FINANCIAL CORP COM 929328102 25,932 571,824 SH   SOLE   525,219 0 46,605
XPO LOGISTICS INC COM 983793100 753 11,646 SH   SOLE   501 0 11,145
XYLEM INC COM 98419M100 48,151 868,678 SH   SOLE   448,482 0 420,196
YANDEX NV-A COM N97284108 96,074 3,661,361 SH   SOLE   2,461,196 0 1,200,165
YELP INC COM 985817105 5,722 190,609 SH   SOLE   181,239 0 9,370
YPF S.A.-SPONSORED ADR ADR 984245100 5,348 244,223 SH   SOLE   244,223 0 0
YUM CHINA HOLDINGS INC COM 98850P109 170,179 4,315,971 SH   SOLE   3,524,330 0 791,641
ZIONS BANCORPORATION COM 989701107 786 17,903 SH   SOLE   768 0 17,135
ZOETIS INC COM 98978V103 284,624 4,562,745 SH   SOLE   2,939,791 0 1,622,954