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
51JOB INC-ADR ADR 316827104 468 7,719 SH   SOLE   0 0 7,719
ABBVIE INC COM 00287Y109 251 2,829 SH   SOLE   0 0 2,829
ABIOMED INC COM 003654100 817 4,843 SH   SOLE   4,244 0 599
ACCELERATE DIAGNOSTICS INC COM 00430H102 892 39,714 SH   SOLE   27,441 0 12,273
ACLARIS THERAPEUTICS INC COM 00461U105 7,773 301,174 SH   SOLE   263,153 0 38,021
ACTIVISION BLIZZARD INC COM 00507V109 212 3,284 SH   SOLE   0 0 3,284
ADESTO TECHNOLOGIES CORP COM 00687D101 6,779 863,570 SH   SOLE   653,467 0 210,103
ADOBE SYSTEMS INC COM 00724F101 491 3,294 SH   SOLE   0 0 3,294
ADVANCED DISPOSAL SERVICES I COM 00790X101 1,063 42,209 SH   SOLE   29,155 0 13,054
ADVANCED ENERGY INDUSTRIES COM 007973100 3,770 46,677 SH   SOLE   34,953 0 11,724
ADVANCED MICRO DEVICES COM 007903107 1,249 97,975 SH   SOLE   0 0 97,975
ADVANSIX INC COM 00773T101 4,009 100,844 SH   SOLE   85,359 0 15,485
AERCAP HOLDINGS NV ADR N00985106 594 11,616 SH   SOLE   2,407 0 9,209
AERIE PHARMACEUTICALS INC COM 00771V108 4,739 97,518 SH   SOLE   79,802 0 17,716
AFLAC INC COM 001055102 237 2,907 SH   SOLE   0 0 2,907
AGILENT TECHNOLOGIES INC COM 00846U101 297 4,624 SH   SOLE   0 0 4,624
AGNC INVESTMENT CORP COM 00123Q104 8,228 379,510 SH   SOLE   87,000 0 292,510
AGREE REALTY CORP COM 008492100 1,571 32,000 SH   SOLE   9,320 0 22,680
AIR LEASE CORP COM 00912X302 2,359 55,360 SH   SOLE   42,148 0 13,212
AIR TRANSPORT SERVICES GROUP COM 00922R105 13,064 536,715 SH   SOLE   413,052 0 123,663
ALARM.COM HOLDINGS INC COM 011642105 5,065 112,104 SH   SOLE   76,740 0 35,364
ALBEMARLE CORP COM 012653101 2,397 17,585 SH   SOLE   12,983 0 4,602
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 153,313 887,688 SH   SOLE   647,870 0 239,818
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 0 150,000 SH Put SOLE   150,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,294 6,948 SH   SOLE   6,087 0 861
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,387 11,809 SH   SOLE   10,340 0 1,469
ALPHABET INC - CL C COM 02079K107 1,075 1,121 SH   SOLE   0 0 1,121
ALTERYX LLC - A COM 02156B103 5,505 270,240 SH   SOLE   220,039 0 50,201
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 7,519 156,318 SH   SOLE   126,918 0 29,400
AMAZON.COM INC COM 023135106 1,296 1,348 SH   SOLE   0 0 1,348
AMBARELLA INC COM G037AX101 201 4,100 SH   SOLE   0 0 4,100
AMBEV SA-ADR ADR 02319V103 5,370 814,834 SH   SOLE   814,834 0 0
AMC ENTERTAINMENT HLDS-CL A COM 00165C104 718 48,820 SH   SOLE   0 0 48,820
AMEREN CORPORATION COM 023608102 398 6,874 SH   SOLE   0 0 6,874
AMERICAN EXPRESS CO COM 025816109 391 4,319 SH   SOLE   0 0 4,319
AMERICAN FINANCIAL GROUP INC COM 025932104 219 2,117 SH   SOLE   0 0 2,117
AMERIPRISE FINANCIAL INC COM 03076C106 268 1,806 SH   SOLE   0 0 1,806
AMETEK INC COM 031100100 290 4,394 SH   SOLE   0 0 4,394
AMGEN INC COM 031162100 313 1,680 SH   SOLE   0 0 1,680
AMPHENOL CORP-CL A COM 032095101 211 2,491 SH   SOLE   0 0 2,491
AMREP CORP COM 032159105 108 15,583 SH   SOLE   0 0 15,583
AMTECH SYSTEMS INC COM 032332504 4,460 372,250 SH   SOLE   315,157 0 57,093
ANALOG DEVICES INC COM 032654105 562 6,527 SH   SOLE   1,232 0 5,295
ANGI HOMESERVICES INC- A COM 00183L102 7,369 591,445 SH   SOLE   472,266 0 119,179
ANNALY CAPITAL MANAGEMENT IN COM 035710409 8,064 661,510 SH   SOLE   152,520 0 508,990
AON PLC ADR G0408V102 233 1,593 SH   SOLE   0 0 1,593
APOLLO GLOBAL MANAGEMENT - A COM 037612306 217 7,200 SH   SOLE   0 0 7,200
APPFOLIO INC - A COM 03783C100 1,995 41,607 SH   SOLE   5,679 0 35,928
APPLE INC COM 037833100 1,254 8,134 SH   SOLE   0 0 8,134
APPLIED MATERIALS INC COM 038222105 26,554 509,767 SH   SOLE   355,515 0 154,252
ARCOS DORADOS HOLDINGS INC-A ADR G0457F107 15,532 1,545,501 SH   SOLE   1,114,399 0 431,102
ARISTA NETWORKS INC COM 040413106 3,963 20,900 SH   SOLE   14,043 0 6,857
ARRAY BIOPHARMA INC COM 04269X105 25,798 2,097,405 SH   SOLE   1,792,911 0 304,494
ASCENDIS PHARMA A/S - ADR ADR 04351P101 3,601 99,328 SH   SOLE   84,045 0 15,283
AT HOME GROUP INC COM 04650Y100 352 15,395 SH   SOLE   3,339 0 12,056
ATLAS AIR WORLDWIDE HOLDINGS COM 049164205 11,211 170,384 SH   SOLE   138,098 0 32,286
ATLASSIAN CORP PLC-CLASS A ADR G06242104 1,499 42,639 SH   SOLE   27,120 0 15,519
AUDENTES THERAPEUTICS INC COM 05070R104 6,989 249,534 SH   SOLE   211,192 0 38,342
AXCELIS TECHNOLOGIES INC COM 054540208 11,001 402,213 SH   SOLE   329,984 0 72,229
AXOGEN INC COM 05463X106 13,172 680,734 SH   SOLE   541,050 0 139,684
AXT INC COM 00246W103 8,701 950,913 SH   SOLE   804,702 0 146,211
AZUL SA ADR 05501U106 3,632 132,312 SH   SOLE   132,312 0 0
BAIDU INC - SPON ADR ADR 056752108 25,950 104,768 SH   SOLE   70,017 0 34,751
BANCO MACRO SA-ADR ADR 05961W105 436 3,716 SH   SOLE   3,716 0 0
BANK OF NT BUTTERFIELD & SON ADR G0772R208 9,710 265,000 SH   SOLE   265,000 0 0
BAXTER INTERNATIONAL INC COM 071813109 408 6,504 SH   SOLE   0 0 6,504
BB&T CORP COM 054937107 3,741 79,700 SH   SOLE   79,700 0 0
BECTON DICKINSON AND CO PFD 075887208 11,605 210,000 SH   SOLE   210,000 0 0
BEST BUY CO INC COM 086516101 286 5,024 SH   SOLE   0 0 5,024
BIOTELEMETRY INC COM 090672106 4,704 142,534 SH   SOLE   120,609 0 21,925
BIOVERATIV INC COM 09075E100 286 5,009 SH   SOLE   934 0 4,075
BITAUTO HOLDINGS LTD-ADR ADR 091727107 2,521 56,430 SH   SOLE   56,430 0 0
BLACKSTONE GROUP LP/THE COM 09253U108 554 16,612 SH   SOLE   3,212 0 13,400
BLUEPRINT MEDICINES CORP COM 09627Y109 12,940 185,735 SH   SOLE   158,038 0 27,697
BOINGO WIRELESS INC COM 09739C102 5,508 257,752 SH   SOLE   209,663 0 48,089
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 1,731 20,081 SH   SOLE   15,219 0 4,862
BROADCOM LTD ADR Y09827109 992 4,088 SH   SOLE   614 0 3,474
BUILDERS FIRSTSOURCE INC COM 12008R107 12,317 684,663 SH   SOLE   594,814 0 89,849
BURLINGTON STORES INC COM 122017106 976 10,223 SH   SOLE   8,956 0 1,267
BWX TECHNOLOGIES INC COM 05605H100 1,474 26,320 SH   SOLE   23,057 0 3,263
CALAVO GROWERS INC COM 128246105 4,137 56,518 SH   SOLE   47,845 0 8,673
CALLAWAY GOLF COMPANY COM 131193104 9,772 677,201 SH   SOLE   555,765 0 121,436
CAMDEN PROPERTY TRUST COM 133131102 823 9,000 SH   SOLE   2,718 0 6,282
CAMPING WORLD HOLDINGS INC-A COM 13462K109 5,547 136,168 SH   SOLE   40,280 0 95,888
CANADA GOOSE HOLDINGS-W/I ADR 135086106 5,954 289,717 SH   SOLE   140,365 0 149,352
CARLYLE GROUP/THE COM 14309L102 217 9,200 SH   SOLE   0 0 9,200
CARNIVAL CORP COM 143658300 249 3,857 SH   SOLE   0 0 3,857
CASELLA WASTE SYSTEMS INC-A COM 147448104 5,597 297,729 SH   SOLE   251,932 0 45,797
CATALENT INC COM 148806102 2,721 68,153 SH   SOLE   42,668 0 25,485
CAVCO INDUSTRIES INC COM 149568107 1,698 11,511 SH   SOLE   1,599 0 9,912
CENTENNIAL RESOURCE DEVELOPMENT - A COM 15136A102 597 33,200 SH   SOLE   29,083 0 4,117
CENTERPOINT ENERGY INC COM 15189T107 389 13,304 SH   SOLE   0 0 13,304
CENTRAL GARDEN & PET CO COM 153527106 1,720 44,282 SH   SOLE   30,564 0 13,718
CEVA INC COM 157210105 1,959 45,766 SH   SOLE   38,731 0 7,035
CF CORPORATION - CLASS A COM G20307107 18,157 1,621,127 SH   SOLE   1,476,233 0 144,894
CHEGG INC COM 163092109 12,372 833,703 SH   SOLE   689,465 0 144,238
CHEMOURS CO/THE COM 163851108 614 12,126 SH   SOLE   10,624 0 1,502
CHILDREN'S PLACE INC/THE COM 168905107 2,552 21,602 SH   SOLE   14,939 0 6,663
CHINA LODGING GROUP-SPON ADS ADR 16949N109 22,004 185,190 SH   SOLE   136,083 0 49,107
CINTAS CORP COM 172908105 1,082 7,498 SH   SOLE   6,571 0 927
CISION LTD COM G1992S109 334 25,646 SH   SOLE   0 0 25,646
CITIGROUP INC COM 172967424 475 6,530 SH   SOLE   0 0 6,530
CIVITAS SOLUTIONS INC COM 17887R102 800 43,369 SH   SOLE   0 0 43,369
CLEMENTIA PHARMACEUTICALS IN ADR 185575107 13,841 819,508 SH   SOLE   759,228 0 60,280
CLIFTON BANCORP INC COM 186873105 2,536 151,675 SH   SOLE   0 0 151,675
COGNEX CORP COM 192422103 802 7,272 SH   SOLE   6,371 0 901
COLUMBUS MCKINNON CORP/NY COM 199333105 5,122 135,241 SH   SOLE   114,509 0 20,732
COMCAST CORP-CLASS A COM 20030N101 207 5,384 SH   SOLE   0 0 5,384
COMMUNITY HEALTHCARE TRUST I COM 20369C106 890 33,000 SH   SOLE   0 0 33,000
COMMVAULT SYSTEMS INC COM 204166102 1,613 26,530 SH   SOLE   18,322 0 8,208
CONCERT PHARMACEUTICALS INC COM 206022105 3,873 262,569 SH   SOLE   262,569 0 0
CONN'S INC COM 208242107 4,963 176,317 SH   SOLE   149,278 0 27,039
CONTROL4 CORP COM 21240D107 7,447 252,790 SH   SOLE   175,351 0 77,439
COPA HOLDINGS SA-CLASS A ADR P31076105 540 4,335 SH   SOLE   1,264 0 3,071
COPART INC COM 217204106 1,919 55,822 SH   SOLE   48,907 0 6,915
CORCEPT THERAPEUTICS INC COM 218352102 550 28,515 SH   SOLE   3,315 0 25,200
CORESITE REALTY CORP COM 21870Q105 615 5,500 SH   SOLE   4,820 0 680
COSTAR GROUP INC COM 22160N109 1,024 3,819 SH   SOLE   3,344 0 475
COUSINS PROPERTIES INC COM 222795106 542 58,000 SH   SOLE   16,932 0 41,068
COVENANT TRANSPORT GRP-CL A COM 22284P105 2,471 85,282 SH   SOLE   72,211 0 13,071
CREDICORP LTD ADR G2519Y108 32,024 156,199 SH   SOLE   113,121 0 43,078
CROCS INC COM 227046109 8,175 842,772 SH   SOLE   713,445 0 129,327
CRYOLIFE INC COM 228903100 6,959 306,564 SH   SOLE   243,903 0 62,661
CUTERA INC COM 232109108 514 12,433 SH   SOLE   2,697 0 9,736
CYS INVESTMENTS INC COM 12673A108 8,168 945,380 SH   SOLE   221,295 0 724,085
DASEKE INC COM 23753F107 4,481 343,351 SH   SOLE   273,038 0 70,313
Del Taco Restaurants Inc COM 245496104 3,836 250,065 SH   SOLE   211,701 0 38,364
DELPHI AUTOMOTIVE PLC COM G27823106 564 5,730 SH   SOLE   1,035 0 4,695
DESCARTES SYSTEMS GRP/THE ADR 249906108 545 19,934 SH   SOLE   5,958 0 13,976
DESPEGAR.COM CORP ADR G27358103 3,032 94,752 SH   SOLE   12,303 0 82,449
DIAMONDBACK ENERGY INC COM 25278X109 436 4,447 SH   SOLE   833 0 3,614
DIGITAL REALTY TRUST INC COM 253868103 1,278 10,799 SH   SOLE   6,338 0 4,461
DOLLAR GENERAL CORP COM 256677105 1,566 19,320 SH   SOLE   0 0 19,320
DOVER CORP COM 260003108 202 2,213 SH   SOLE   0 0 2,213
DR HORTON INC COM 23331A109 1,136 28,438 SH   SOLE   24,916 0 3,522
EAGLE MATERIALS INC COM 26969P108 7,554 70,796 SH   SOLE   57,752 0 13,044
EASTERLY GOVERNMENT PROPERTI COM 27616P103 7,638 369,544 SH   SOLE   85,606 0 283,938
EASTMAN CHEMICAL CO COM 277432100 309 3,415 SH   SOLE   0 0 3,415
ELDORADO RESORTS INC COM 28470R102 9,841 383,675 SH   SOLE   309,669 0 74,006
EMERALD EXPOSITIONS EVENTS I COM 29103B100 1,427 61,382 SH   SOLE   42,391 0 18,991
ENERGY TRANSFER PARTNERS LP COM 29278N103 4,463 244,014 SH   SOLE   0 0 244,014
ENTERPRISE PRODUCTS PARTNERS COM 293792107 1,311 50,302 SH   SOLE   0 0 50,302
ENVESTNET INC COM 29404K106 2,845 55,785 SH   SOLE   38,520 0 17,265
EPAM SYSTEMS INC COM 29414B104 4,402 50,065 SH   SOLE   33,118 0 16,947
EQT MIDSTREAM PARTNERS LP COM 26885B100 4,671 62,307 SH   SOLE   0 0 62,307
EQUITY COMMONWEALTH COM 294628102 1,093 35,955 SH   SOLE   0 0 35,955
ESSENT GROUP LTD ADR G3198U102 2,279 56,267 SH   SOLE   42,715 0 13,552
ETSY INC COM 29786A106 480 28,440 SH   SOLE   4,332 0 24,108
EURONET WORLDWIDE INC COM 298736109 4,868 51,354 SH   SOLE   38,599 0 12,755
EVERBRIDGE INC COM 29978A104 11,824 447,549 SH   SOLE   310,326 0 137,223
EVERI HOLDINGS INC COM 30034T103 6,541 861,796 SH   SOLE   724,132 0 137,664
EVERSPIN TECHNOLOGIES INC COM 30041T104 6,945 406,353 SH   SOLE   278,665 0 127,688
EXACT SCIENCES CORP COM 30063P105 5,595 118,748 SH   SOLE   87,606 0 31,142
EXTENDED STAY AMERICA INC COM 30224P200 839 41,950 SH   SOLE   0 0 41,950
EXTERRAN CORP COM 30227H106 5,956 188,431 SH   SOLE   152,129 0 36,302
EXXON MOBIL CORP COM 30231G102 344 4,201 SH   SOLE   0 0 4,201
FEDERAL SIGNAL CORP COM 313855108 6,884 323,504 SH   SOLE   273,828 0 49,676
FERRO CORP COM 315405100 12,495 560,325 SH   SOLE   458,838 0 101,487
FIRST INDUSTRIAL REALTY TR COM 32054K103 509 16,900 SH   SOLE   4,970 0 11,930
FIRSTSERVICE CORP ADR 33767E103 1,973 29,975 SH   SOLE   20,713 0 9,262
FIVE BELOW COM 33829M101 1,954 35,609 SH   SOLE   24,592 0 11,017
FIVE9 INC COM 338307101 19,666 822,838 SH   SOLE   675,327 0 147,511
FOAMIX PHARMACEUTICALS LTD ADR M46135105 2,950 531,567 SH   SOLE   449,149 0 82,418
FONAR CORP COM 344437405 269 8,804 SH   SOLE   1,911 0 6,893
FORTIVE CORP COM 34959J108 630 8,906 SH   SOLE   1,509 0 7,397
FOUNDATION BUILDING MATERIAL COM 350392106 4,759 336,576 SH   SOLE   284,936 0 51,640
FOX FACTORY HOLDING CORP COM 35138V102 6,328 146,825 SH   SOLE   118,647 0 28,178
FRANKLIN RESOURCES INC COM 354613101 251 5,642 SH   SOLE   0 0 5,642
FREEPORT-MCMORAN INC COM 35671D857 165 11,755 SH   SOLE   0 0 11,755
FRESHPET INC COM 358039105 8,653 552,889 SH   SOLE   468,054 0 84,835
G-III APPAREL GROUP LTD COM 36237H101 8,936 307,919 SH   SOLE   252,235 0 55,684
GALAPAGOS NV-SPON ADR ADR 36315X101 609 5,988 SH   SOLE   5,245 0 743
GAMING AND LEISURE PROPERTIE COM 36467J108 37,026 1,003,700 SH   SOLE   992,599 0 11,101
GARDNER DENVER HOLDINGS INC COM 36555P107 579 21,038 SH   SOLE   18,429 0 2,609
GDS HOLDINGS LTD - ADR ADR 36165L108 1,999 177,559 SH   SOLE   5,170 0 172,389
GENERAL MOTORS CO COM 37045V100 12,886 319,116 SH   SOLE   310,000 0 9,116
GEOPARK LTD ADR G38327105 123 14,084 SH   SOLE   0 0 14,084
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 5,103 164,354 SH   SOLE   139,027 0 25,327
GLOBAL PAYMENTS INC COM 37940X102 1,016 10,688 SH   SOLE   9,364 0 1,324
GLOBANT SA ADR L44385109 3,228 80,555 SH   SOLE   68,179 0 12,376
GMS INC COM 36251C103 7,161 202,281 SH   SOLE   161,739 0 40,542
GOLDEN ENTERTAINMENT INC COM 381013101 4,001 164,125 SH   SOLE   137,876 0 26,249
GRACO INC COM 384109104 618 5,000 SH   SOLE   4,378 0 622
GRAND CANYON EDUCATION INC COM 38526M106 3,421 37,668 SH   SOLE   28,356 0 9,312
GREEN BANCORP INC COM 39260X100 435 18,398 SH   SOLE   3,991 0 14,407
GREEN DOT CORP-CLASS A COM 39304D102 2,552 51,474 SH   SOLE   29,702 0 21,772
GRIDSUM HOLDING INC-ADR ADR 398132100 7,651 742,827 SH   SOLE   542,072 0 200,755
GROUP 1 AUTOMOTIVE INC COM 398905109 3,602 49,711 SH   SOLE   49,711 0 0
GRUBHUB INC COM 400110102 1,043 19,804 SH   SOLE   12,722 0 7,082
GRUPO FINANCIERO GALICIA-ADR ADR 399909100 18,490 358,752 SH   SOLE   226,067 0 132,685
GTT COMMUNICATIONS INC COM 362393100 19,131 604,464 SH   SOLE   495,596 0 108,868
GUESS INC COM 401617105 1,653 97,051 SH   SOLE   66,986 0 30,065
GUIDEWIRE SOFTWARE INC COM 40171V100 420 5,400 SH   SOLE   0 0 5,400
H&E EQUIPMENT SERVICES INC COM 404030108 7,816 267,687 SH   SOLE   219,621 0 48,066
H&R BLOCK INC COM 093671105 1,169 44,160 SH   SOLE   0 0 44,160
HC2 HOLDINGS INC COM 404139107 484 91,623 SH   SOLE   0 0 91,623
HDFC BANK LTD-ADR ADR 40415F101 97,593 1,012,691 SH   SOLE   744,784 0 267,907
HEALTHEQUITY INC COM 42226A107 2,117 41,858 SH   SOLE   32,531 0 9,327
HEICO CORP COM 422806109 1,190 13,248 SH   SOLE   11,610 0 1,638
HIGHWOODS PROPERTIES INC COM 431284108 1,636 31,400 SH   SOLE   9,320 0 22,080
HILTON GRAND VACATIONS INC COM 43283X105 1,160 30,041 SH   SOLE   20,739 0 9,302
HONEYWELL INTERNATIONAL INC COM 438516106 493 3,479 SH   SOLE   0 0 3,479
HUDSON TECHNOLOGIES INC COM 444144109 3,179 407,055 SH   SOLE   344,431 0 62,624
HUNTINGTON BANCSHARES INC COM 446150104 4,604 329,800 SH   SOLE   329,800 0 0
IAMGOLD CORP ADR 450913108 23,562 3,862,625 SH   SOLE   2,809,324 0 1,053,301
ICHOR HOLDINGS LTD COM G4740B105 19,261 718,709 SH   SOLE   588,761 0 129,948
ICICI BANK LTD-SPON ADR ADR 45104G104 111 12,963 SH   SOLE   12,963 0 0
IDEX CORP COM 45167R104 983 8,091 SH   SOLE   7,088 0 1,003
IDEXX LABORATORIES INC COM 45168D104 598 3,845 SH   SOLE   3,369 0 476
IMMUNOMEDICS INC COM 452907108 10,979 785,339 SH   SOLE   664,611 0 120,728
IMPINJ INC COM 453204109 2,894 69,539 SH   SOLE   58,888 0 10,651
INGEVITY CORP COM 45688C107 1,461 23,390 SH   SOLE   13,907 0 9,483
INOGEN INC COM 45780L104 17,492 183,932 SH   SOLE   147,949 0 35,983
INSMED INC COM 457669307 1,091 34,963 SH   SOLE   24,130 0 10,833
INSULET CORP COM 45784P101 4,406 79,990 SH   SOLE   59,635 0 20,355
INTERSECT ENT INC COM 46071F103 6,079 195,163 SH   SOLE   165,169 0 29,994
INTUITIVE SURGICAL INC COM 46120E602 1,416 1,354 SH   SOLE   1,184 0 170
INVESCO LTD COM G491BT108 209 5,963 SH   SOLE   0 0 5,963
INVESCO MORTGAGE CAPITAL COM 46131B100 5,494 320,700 SH   SOLE   73,762 0 246,938
INVESTORS BANCORP INC COM 46146L101 3,288 241,028 SH   SOLE   241,028 0 0
IPG PHOTONICS CORP COM 44980X109 1,812 9,789 SH   SOLE   7,526 0 2,263
IRHYTHM TECHNOLOGIES INC COM 450056106 12,342 237,891 SH   SOLE   186,121 0 51,770
ISHARES 20 YEAR TREASURY BO COM 464287432 8,434 67,600 SH   SOLE   0 0 67,600
ISHARES FTSE CHINA 25 INDEX COM 464287184 2,435 55,294 SH   SOLE   55,294 0 0
ISHARES MSCI EMERGING MARKET COM 464287234 480 1,500,000 SH Put SOLE   1,500,000 0 0
ISHARES MSCI INDIA ETF COM 46429B598 951 28,957 SH   SOLE   0 0 28,957
ISHARES MSCI SOUTH KOREA CAP COM 464286772 365 5,281 SH   SOLE   5,281 0 0
ISHARES RUSSELL 2000 GROWTH COM 464287648 986 5,507 SH   SOLE   5,507 0 0
ITRON INC COM 465741106 1,698 21,926 SH   SOLE   15,144 0 6,782
JD.COM INC-ADR ADR 47215P106 2,815 73,688 SH   SOLE   8,879 0 64,809
JOHN BEAN TECHNOLOGIES CORP COM 477839104 2,616 25,875 SH   SOLE   19,149 0 6,726
JOHNSON & JOHNSON COM 478160104 432 3,319 SH   SOLE   0 0 3,319
JPMORGAN CHASE & CO COM 46625H100 387 4,048 SH   SOLE   0 0 4,048
KADANT INC COM 48282T104 6,210 63,013 SH   SOLE   53,335 0 9,678
KEARNY FINANCIAL CORP/MD COM 48716P108 4,851 316,000 SH   SOLE   316,000 0 0
KEYCORP COM 493267108 3,726 198,000 SH   SOLE   198,000 0 0
KINDER MORGAN INC COM 49456B101 3,892 202,942 SH   SOLE   0 0 202,942
KINSALE CAPITAL GROUP INC COM 49714P108 4,784 110,818 SH   SOLE   93,829 0 16,989
KIRKLAND LAKE GOLD LTD ADR 49741E100 837 64,765 SH   SOLE   7,101 0 57,664
KKR & CO LP COM 48248M102 230 11,300 SH   SOLE   0 0 11,300
KLA-TENCOR CORP COM 482480100 1,227 11,576 SH   SOLE   10,140 0 1,436
KMG CHEMICALS INC COM 482564101 1,364 24,846 SH   SOLE   21,048 0 3,798
KRATOS DEFENSE & SECURITY COM 50077B207 3,889 297,287 SH   SOLE   251,499 0 45,788
LAM RESEARCH CORP COM 512807108 895 4,839 SH   SOLE   525 0 4,314
LAMB WESTON HOLDINGS INC COM 513272104 1,180 25,172 SH   SOLE   22,056 0 3,116
LCI INDUSTRIES COM 50189K103 1,336 11,531 SH   SOLE   7,960 0 3,571
LEAR CORP COM 521865204 410 2,366 SH   SOLE   0 0 2,366
LEIDOS HOLDINGS INC COM 525327102 248 4,181 SH   SOLE   0 0 4,181
LEMAITRE VASCULAR INC COM 525558201 6,387 170,672 SH   SOLE   144,458 0 26,214
LendingTree Inc COM 52603B107 1,458 5,964 SH   SOLE   4,118 0 1,846
LENNOX INTERNATIONAL INC COM 526107107 751 4,196 SH   SOLE   3,677 0 519
LITTELFUSE INC COM 537008104 3,255 16,616 SH   SOLE   12,600 0 4,016
LIVE NATION ENTERTAINMENT IN COM 538034109 2,831 65,014 SH   SOLE   43,586 0 21,428
LIVE OAK BANCSHARES INC COM 53803X105 13,713 584,780 SH   SOLE   483,044 0 101,736
LOGMEIN INC COM 54142L109 3,114 28,298 SH   SOLE   12,081 0 16,217
LOXO ONCOLOGY INC COM 548862101 37,726 409,536 SH   SOLE   360,979 0 48,557
LUMBER LIQUIDATORS HOLDINGS COM 55003T107 7,324 187,899 SH   SOLE   159,091 0 28,808
LUMENTUM HOLDINGS INC COM 55024U109 7,307 134,448 SH   SOLE   95,553 0 38,895
LYONDELLBASELL INDU-CL A ADR N53745100 234 2,362 SH   SOLE   0 0 2,362
M & T BANK CORP COM 55261F104 3,422 21,250 SH   SOLE   21,250 0 0
MAGNACHIP SEMICONDUCT ADR 55933J203 6,592 580,780 SH   SOLE   491,308 0 89,472
MALIBU BOATS INC - A COM 56117J100 12,807 404,772 SH   SOLE   334,346 0 70,426
MARATHON PETROLEUM CORP COM 56585A102 385 6,861 SH   SOLE   0 0 6,861
MARKETAXESS HOLDINGS INC COM 57060D108 418 2,266 SH   SOLE   1,985 0 281
MARTIN MARIETTA MATERIALS COM 573284106 6,373 30,900 SH   SOLE   30,900 0 0
MASCO CORP COM 574599106 1,231 31,565 SH   SOLE   18,312 0 13,253
MASTERCARD INC-CLASS A COM 57636Q104 555 3,928 SH   SOLE   0 0 3,928
MATERIALISE NV-ADR ADR 57667T100 4,267 293,076 SH   SOLE   236,280 0 56,796
MCBC HOLDINGS INC COM 55276F107 5,220 256,138 SH   SOLE   216,793 0 39,345
MCHP 1 5/8 02/15/25 NOTE 595017AD6 36,122 20,700,000 PRN   SOLE   0 0 20,700,000
MEDEQUITIES REALTY TRUST INC COM 58409L306 860 73,161 SH   SOLE   0 0 73,161
MEDICAL PROPERTIES TRUST INC COM 58463J304 1,576 120,000 SH   SOLE   35,107 0 84,893
MEDIDATA SOLUTIONS INC COM 58471A105 3,549 45,470 SH   SOLE   34,452 0 11,018
MERCADOLIBRE INC ADR 58733R102 21,079 81,409 SH   SOLE   59,221 0 22,188
MERCURY SYSTEMS INC COM 589378108 12,135 233,901 SH   SOLE   183,853 0 50,048
MERIT MEDICAL SYSTEMS INC COM 589889104 5,148 121,554 SH   SOLE   92,023 0 29,531
MERITOR INC COM 59001K100 1,067 41,033 SH   SOLE   28,333 0 12,700
MESABI TRUST COM 590672101 340 14,768 SH   SOLE   0 0 14,768
META FINANCIAL GROUP INC COM 59100U108 2,771 35,346 SH   SOLE   29,932 0 5,414
METTLER-TOLEDO INTERNATIONAL COM 592688105 1,400 2,236 SH   SOLE   1,960 0 276
MGP INGREDIENTS INC COM 55303J106 7,121 117,447 SH   SOLE   98,693 0 18,754
MICROSOFT CORP COM 594918104 581 7,801 SH   SOLE   0 0 7,801
MICROVISION INC COM 594960304 2,873 1,033,576 SH   SOLE   874,991 0 158,585
MID-AMERICA APARTMENT COMM COM 59522J103 1,069 10,000 SH   SOLE   2,873 0 7,127
MIMECAST LTD ADR G14838109 15,349 540,069 SH   SOLE   443,257 0 96,812
MITEK SYSTEMS INC COM 606710200 5,340 562,096 SH   SOLE   475,853 0 86,243
MODINE MANUFACTURING CO COM 607828100 13,318 691,844 SH   SOLE   585,929 0 105,915
MONARCH CASINO & RESORT INC COM 609027107 2,354 59,561 SH   SOLE   50,050 0 9,511
MONMOUTH REIT-CLASS A COM 609720107 6,125 378,292 SH   SOLE   320,220 0 58,072
MONOLITHIC POWER SYSTEMS INC COM 609839105 3,973 37,284 SH   SOLE   28,298 0 8,986
MONSTER BEVERAGE CORP COM 61174X109 844 15,280 SH   SOLE   2,799 0 12,481
MPLX LP COM 55336V100 3,284 93,800 SH   SOLE   0 0 93,800
MSCI INC COM 55354G100 1,238 10,586 SH   SOLE   9,273 0 1,313
MTGE Investment Corp COM 55378A105 5,432 280,022 SH   SOLE   64,671 0 215,351
MYOKARDIA INC COM 62857M105 9,732 227,127 SH   SOLE   187,181 0 39,946
NATERA INC COM 632307104 14,710 1,141,178 SH   SOLE   1,047,823 0 93,355
NATIONAL BEVERAGE CORP COM 635017106 597 4,816 SH   SOLE   4,219 0 597
NATIONAL RETAIL PROPERTIES COM 637417106 2,799 67,180 SH   SOLE   14,050 0 53,130
NATL HEALTH INVESTORS INC COM 63633D104 5,474 70,825 SH   SOLE   20,820 0 50,005
NEOGENOMICS INC COM 64049M209 5,903 530,371 SH   SOLE   443,101 0 87,270
NEUROCRINE BIOSCIENCES INC COM 64125C109 876 14,300 SH   SOLE   12,523 0 1,777
NEWMONT MINING CORP COM 651639106 552 14,711 SH   SOLE   2,745 0 11,966
NEXTERA ENERGY INC COM 65339F101 462 3,151 SH   SOLE   0 0 3,151
NMI HOLDINGS INC-CLASS A COM 629209305 4,385 353,647 SH   SOLE   299,394 0 54,253
NN INC COM 629337106 4,327 149,207 SH   SOLE   126,311 0 22,896
NOVA MEASURING INSTRUMENTS ADR M7516K103 1,416 50,372 SH   SOLE   42,661 0 7,711
NRG YIELD INC-CLASS C COM 62942X405 1,502 77,800 SH   SOLE   0 0 77,800
NUTRISYSTEM INC COM 67069D108 1,110 19,861 SH   SOLE   13,710 0 6,151
NV5 GLOBAL INC COM 62945V109 3,935 72,000 SH   SOLE   60,939 0 11,061
NXP SEMICONDUCTORS NV ADR N6596X109 69,379 613,481 SH   SOLE   613,481 0 0
OCEANFIRST FINANCIAL CORP COM 675234108 9,479 344,804 SH   SOLE   302,229 0 42,575
OCLARO INC COM 67555N206 632 73,187 SH   SOLE   0 0 73,187
OLD DOMINION FREIGHT LINE COM 679580100 2,700 24,517 SH   SOLE   17,410 0 7,107
ON SEMICONDUCTOR CORPORATION COM 682189105 2,753 149,028 SH   SOLE   102,226 0 46,802
ONEOK INC COM 682680103 2,776 50,102 SH   SOLE   0 0 50,102
ORASURE TECHNOLOGIES INC COM 68554V108 6,858 304,798 SH   SOLE   230,108 0 74,690
ORITANI FINANCIAL CORP COM 68633D103 7,885 469,359 SH   SOLE   469,359 0 0
OSHKOSH CORP COM 688239201 1,722 20,867 SH   SOLE   13,348 0 7,519
OVID THERAPEUTICS INC COM 690469101 2,270 264,897 SH   SOLE   223,978 0 40,919
OXFORD IMMUNOTEC GLOBAL PLC ADR G6855A103 4,800 285,687 SH   SOLE   241,853 0 43,834
PACIFIC PREMIER BANCORP INC COM 69478X105 1,134 30,041 SH   SOLE   20,740 0 9,301
PACKAGING CORP OF AMERICA COM 695156109 795 6,933 SH   SOLE   4,503 0 2,430
PAMPA ENERGIA SA-SPON ADR ADR 697660207 22,398 344,060 SH   SOLE   285,988 0 58,072
PARSLEY ENERGY INC-CLASS A COM 701877102 607 23,045 SH   SOLE   20,188 0 2,857
PATRICK INDUSTRIES INC COM 703343103 7,397 87,958 SH   SOLE   71,930 0 16,028
PAYCOM SOFTWARE INC COM 70432V102 419 5,584 SH   SOLE   1,213 0 4,371
PCSB FINANCIAL CORP COM 69324R104 993 52,650 SH   SOLE   0 0 52,650
PENN NATIONAL GAMING INC COM 707569109 3,109 132,930 SH   SOLE   101,302 0 31,628
PEPSICO INC COM 713448108 406 3,647 SH   SOLE   0 0 3,647
PETMED EXPRESS INC COM 716382106 3,779 113,997 SH   SOLE   96,471 0 17,526
PETROLEO BRASILEIRO S.A.-ADR ADR 71654V408 32,379 3,224,962 SH   SOLE   2,380,843 0 844,119
PFIZER INC COM 717081103 410 11,495 SH   SOLE   0 0 11,495
PGT INC COM 69336V101 6,922 463,028 SH   SOLE   391,961 0 71,067
PHILIP MORRIS INTERNATIONAL COM 718172109 417 3,760 SH   SOLE   0 0 3,760
PHILLIPS 66 PARTNERS LP COM 718549207 978 18,600 SH   SOLE   0 0 18,600
PLANET FITNESS INC - CL A COM 72703H101 3,918 145,224 SH   SOLE   110,488 0 34,736
PNC FINANCIAL SERVICES GROUP COM 693475105 220 1,630 SH   SOLE   0 0 1,630
POLARIS INDUSTRIES INC COM 731068102 979 9,354 SH   SOLE   8,195 0 1,159
POOL CORP COM 73278L105 546 5,052 SH   SOLE   4,428 0 624
POWERSHARES INDIA PORTFOLIO COM 73935L100 1,084 45,810 SH   SOLE   45,810 0 0
PREFERRED BANK/LOS ANGELES COM 740367404 8,208 136,008 SH   SOLE   115,131 0 20,877
PRICELINE GROUP INC/THE COM 741503403 218 119 SH   SOLE   0 0 119
PRINCIPAL FINANCIAL GROUP COM 74251V102 359 5,582 SH   SOLE   0 0 5,582
PROCTER & GAMBLE CO/THE COM 742718109 400 4,402 SH   SOLE   0 0 4,402
PROGRESSIVE CORP COM 743315103 343 7,087 SH   SOLE   0 0 7,087
PROOFPOINT INC COM 743424103 5,510 63,172 SH   SOLE   44,481 0 18,691
PULTEGROUP INC COM 745867101 1,489 54,486 SH   SOLE   47,731 0 6,755
PVH CORP COM 693656100 1,033 8,198 SH   SOLE   7,180 0 1,018
Q2 HOLDINGS INC COM 74736L109 9,724 233,471 SH   SOLE   189,856 0 43,615
QAD INC-A COM 74727D306 216 6,300 SH   SOLE   1,371 0 4,929
QTS REALTY TRUST INC-CL A COM 74736A103 1,468 28,043 SH   SOLE   19,362 0 8,681
QUALYS INC COM 74758T303 1,438 27,754 SH   SOLE   4,123 0 23,631
QUANTA SERVICES INC COM 74762E102 7,252 194,055 SH   SOLE   181,684 0 12,371
QUEST DIAGNOSTICS INC COM 74834L100 323 3,453 SH   SOLE   0 0 3,453
QUIDEL CORP COM 74838J101 1,184 26,997 SH   SOLE   3,121 0 23,876
RAYMOND JAMES FINANCIAL INC COM 754730109 574 6,812 SH   SOLE   1,268 0 5,544
REALTY INCOME CORP COM 756109104 4,338 75,860 SH   SOLE   16,496 0 59,364
REDFIN CORP COM 75737F108 1,349 53,770 SH   SOLE   7,582 0 46,188
REGAL ENTERTAINMENT GROUP-A COM 758766109 715 44,680 SH   SOLE   0 0 44,680
RENT-A-CENTER INC COM 76009N100 406 280,000 SH Call SOLE   280,000 0 0
REXFORD INDUSTRIAL REALTY IN COM 76169C100 1,729 60,395 SH   SOLE   45,332 0 15,063
RING ENERGY INC COM 76680V108 4,716 325,496 SH   SOLE   275,583 0 49,913
RINGCENTRAL INC-CLASS A COM 76680R206 9,008 215,765 SH   SOLE   106,805 0 108,960
ROKU INC COM 77543R102 1,887 71,084 SH   SOLE   49,067 0 22,017
ROLLINS INC COM 775711104 617 13,371 SH   SOLE   11,716 0 1,655
ROYAL GOLD INC COM 780287108 526 6,109 SH   SOLE   1,130 0 4,979
RUSH ENTERPRISES INC-CL A COM 781846209 1,742 37,625 SH   SOLE   25,990 0 11,635
RYB EDUCATION INC-ADR ADR 74979W101 2,399 84,177 SH   SOLE   9,955 0 74,222
S&P GLOBAL INC COM 78409V104 356 2,275 SH   SOLE   0 0 2,275
SAIA INC COM 78709Y105 11,874 189,537 SH   SOLE   153,891 0 35,646
SAREPTA THERAPEUTICS INC COM 803607100 3,309 72,956 SH   SOLE   54,359 0 18,597
SEACOAST BANKING CORP/FL COM 811707801 1,243 52,022 SH   SOLE   35,924 0 16,098
SELECT ENERGY SERVICES INC-A COM 81617J301 6,423 403,457 SH   SOLE   329,499 0 73,958
SEQUANS COMMUNICATIONS-ADR ADR 817323108 3,504 1,116,020 SH   SOLE   944,999 0 171,021
SERVICEMASTER GLOBAL HOLDING COM 81761R109 455 9,738 SH   SOLE   2,344 0 7,394
SHOPIFY INC - A ADR 82509L107 4,530 38,886 SH   SOLE   6,169 0 32,717
SIENTRA INC COM 82621J105 8,674 563,244 SH   SOLE   455,663 0 107,581
SILICOM LTD ADR M84116108 5,155 88,112 SH   SOLE   73,220 0 14,892
SINA CORP ADR G81477104 24,050 209,772 SH   SOLE   159,655 0 50,117
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 10,788 185,673 SH   SOLE   152,492 0 33,181
SMART GLOBAL HOLDINGS INC COM G8232Y101 21,791 813,701 SH   SOLE   593,140 0 220,561
SMITH (A.O.) CORP COM 831865209 1,249 21,023 SH   SOLE   18,420 0 2,603
SODASTREAM INTERNATIONAL LTD ADR M9068E105 10,320 155,310 SH   SOLE   121,270 0 34,040
SOLAREDGE TECHNOLOGIES INC ADR 83417M104 13,031 456,413 SH   SOLE   348,799 0 107,614
SOLARIS OILFIELD INFRAST-A COM 83418M103 5,588 320,589 SH   SOLE   239,800 0 80,789
SPDR S&P 500 ETF TRUST COM 78462F103 637 2,534 SH   SOLE   0 0 2,534
SPDR S&P 500 ETF TRUST COM 78462F103 172 70,000 SH Put SOLE   0 0 70,000
SPDR S&P OIL & GAS EXP & PR COM 78464A730 623 18,287 SH   SOLE   10,000 0 8,287
SPECTRA ENERGY PARTNERS LP COM 84756N109 6,601 148,741 SH   SOLE   0 0 148,741
SQUARE INC - A COM 852234103 1,388 48,175 SH   SOLE   23,138 0 25,037
STANLEY BLACK & DECKER INC COM 854502101 246 1,628 SH   SOLE   0 0 1,628
Starwood Waypoint Homes COM 85572F105 2,331 64,078 SH   SOLE   40,741 0 23,337
STATE STREET CORP COM 857477103 583 6,100 SH   SOLE   1,114 0 4,986
STERLING CONSTRUCTION CO COM 859241101 4,000 262,619 SH   SOLE   222,420 0 40,199
STEVEN MADDEN LTD COM 556269108 1,933 44,634 SH   SOLE   30,821 0 13,813
STMICROELECTRONICS NV-NY SHS ADR 861012102 395 20,327 SH   SOLE   6,075 0 14,252
STORE CAPITAL CORP COM 862121100 4,003 160,970 SH   SOLE   36,131 0 124,839
SVB FINANCIAL GROUP COM 78486Q101 655 3,500 SH   SOLE   3,066 0 434
SYNOPSYS INC COM 871607107 1,475 18,310 SH   SOLE   16,044 0 2,266
TABULA RASA HEALTHCARE INC COM 873379101 468 17,495 SH   SOLE   2,329 0 15,166
TACTILE SYSTEMS TECHNOLOGY I COM 87357P100 19,329 624,511 SH   SOLE   496,370 0 128,141
TAIWAN SEMICONDUCTOR-SP ADR ADR 874039100 80,767 2,150,931 SH   SOLE   1,543,406 0 607,525
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 626 6,122 SH   SOLE   5,367 0 755
TAL EDUCATION GROUP- ADR ADR 874080104 28,856 856,003 SH   SOLE   651,633 0 204,370
TALEND SA - ADR ADR 874224207 6,712 163,948 SH   SOLE   112,254 0 51,694
TARGA RESOURCES CORP COM 87612G101 2,619 55,380 SH   SOLE   0 0 55,380
TC PIPELINES LP COM 87233Q108 2,622 50,112 SH   SOLE   0 0 50,112
TELADOC INC COM 87918A105 8,544 257,743 SH   SOLE   198,284 0 59,459
TELECOM ARGENTINA SA-SP ADR ADR 879273209 4,652 150,855 SH   SOLE   150,855 0 0
TERADYNE INC COM 880770102 804 21,563 SH   SOLE   18,896 0 2,667
TERNIUM SA-SPONSORED ADR ADR 880890108 8,653 279,762 SH   SOLE   0 0 279,762
Tesla Inc COM 88160R101 1,548 4,537 SH   SOLE   124 0 4,413
THOMSON REUTERS CORP COM 884903105 765 16,682 SH   SOLE   2,532 0 14,150
THOR INDUSTRIES INC COM 885160101 2,855 22,671 SH   SOLE   12,823 0 9,848
TIME WARNER INC COM 887317303 22,245 217,135 SH   SOLE   217,135 0 0
TIVITY HEALTH INC COM 88870R102 9,386 230,047 SH   SOLE   189,290 0 40,757
TIVO CORP COM 88870P106 46,334 2,334,220 SH   SOLE   2,334,220 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 258 3,938 SH   SOLE   0 0 3,938
TOWER SEMICONDUCTOR LTD ADR M87915274 4,935 160,499 SH   SOLE   117,802 0 42,697
TPI COMPOSITES INC COM 87266J104 12,749 570,680 SH   SOLE   454,033 0 116,647
TRADE DESK INC/THE -CLASS A COM 88339J105 1,718 27,926 SH   SOLE   3,986 0 23,940
TRANSCANADA CORP ADR 89353D107 4,495 90,940 SH   SOLE   0 0 90,940
TREX COMPANY INC COM 89531P105 792 8,793 SH   SOLE   1,229 0 7,564
TRIMBLE NAVIGATION LTD COM 896239100 1,294 32,965 SH   SOLE   28,886 0 4,079
TRISTATE CAPITAL HLDGS INC COM 89678F100 3,454 150,817 SH   SOLE   127,643 0 23,174
TRIUMPH BANCORP INC COM 89679E300 3,803 117,917 SH   SOLE   99,825 0 18,092
TRONOX LTD-CL A COM Q9235V101 1,154 54,693 SH   SOLE   37,768 0 16,925
TRUPANION INC COM 898202106 397 15,014 SH   SOLE   2,131 0 12,883
TWO HARBORS INVESTMENT CORP COM 90187B101 5,449 540,530 SH   SOLE   126,336 0 414,194
UNITED RENTALS INC COM 911363109 1,761 12,690 SH   SOLE   6,887 0 5,803
UNITEDHEALTH GROUP INC COM 91324P102 556 2,838 SH   SOLE   0 0 2,838
UNIVERSAL DISPLAY CORP COM 91347P105 1,502 11,660 SH   SOLE   1,455 0 10,205
UNUM GROUP COM 91529Y106 304 5,941 SH   SOLE   0 0 5,941
UPLAND SOFTWARE INC COM 91544A109 2,983 140,962 SH   SOLE   106,095 0 34,867
USG CORP COM 903293405 6,745 206,582 SH   SOLE   206,582 0 0
VAIL RESORTS INC COM 91879Q109 4,058 17,788 SH   SOLE   14,088 0 3,700
VALE SA-SP ADR ADR 91912E105 15,434 1,532,658 SH   SOLE   1,134,537 0 398,121
VALERO ENERGY CORP COM 91913Y100 334 4,347 SH   SOLE   0 0 4,347
VANTIV INC - CL A COM 92210H105 543 7,704 SH   SOLE   1,438 0 6,266
VARONIS SYSTEMS INC COM 922280102 13,238 315,944 SH   SOLE   251,751 0 64,193
VEDANTA LTD-ADR ADR 92242Y100 793 40,980 SH   SOLE   0 0 40,980
VEEVA SYSTEMS INC-CLASS A COM 922475108 652 11,557 SH   SOLE   10,127 0 1,430
VENATOR MATERIALS PLC COM G9329Z100 6,359 281,360 SH   SOLE   281,360 0 0
VENTAS INC COM 92276F100 4,082 62,679 SH   SOLE   18,481 0 44,198
VEREIT INC COM 92339V100 5,507 664,250 SH   SOLE   145,655 0 518,595
VERTEX PHARMACEUTICALS INC COM 92532F100 390 2,563 SH   SOLE   475 0 2,088
VIRTUSA CORP COM 92827P102 6,231 164,938 SH   SOLE   139,650 0 25,288
VISA INC-CLASS A SHARES COM 92826C839 625 5,943 SH   SOLE   0 0 5,943
VISTEON CORP COM 92839U206 3,230 26,100 SH   SOLE   20,088 0 6,012
VOCERA COMMUNICATIONS INC COM 92857F107 10,764 343,136 SH   SOLE   265,429 0 77,707
VOYAGER THERAPEUTICS INC COM 92915B106 407 19,752 SH   SOLE   2,646 0 17,106
WABCO HOLDINGS INC COM 92927K102 2,243 15,157 SH   SOLE   11,463 0 3,694
WAL-MART STORES INC COM 931142103 1,682 21,529 SH   SOLE   0 0 21,529
WASTE CONNECTIONS INC ADR 94106B101 2,469 35,291 SH   SOLE   30,920 0 4,371
WATERSTONE FINANCIAL INC COM 94188P101 6,360 326,169 SH   SOLE   173,479 0 152,690
WAYFAIR INC- CLASS A COM 94419L101 768 11,396 SH   SOLE   7,166 0 4,230
Welltower Inc COM 95040Q104 5,068 72,114 SH   SOLE   21,369 0 50,745
WESTERN ALLIANCE BANCORP COM 957638109 664 12,500 SH   SOLE   10,950 0 1,550
WESTERN GAS PARTNERS LP COM 958254104 990 19,300 SH   SOLE   0 0 19,300
WESTLAKE CHEMICAL CORP COM 960413102 711 8,558 SH   SOLE   7,497 0 1,061
WILLIAM LYON HOMES-CL A COM 552074700 4,229 183,963 SH   SOLE   155,716 0 28,247
WILLIAMS COS INC COM 969457100 4,598 153,227 SH   SOLE   0 0 153,227
WILLIAMS PARTNERS LP COM 96949L105 4,546 116,856 SH   SOLE   0 0 116,856
WINNEBAGO INDUSTRIES COM 974637100 8,699 194,384 SH   SOLE   164,381 0 30,003
WOLVERINE WORLD WIDE INC COM 978097103 1,694 58,724 SH   SOLE   44,490 0 14,234
WORKDAY INC-CLASS A COM 98138H101 214 2,035 SH   SOLE   0 0 2,035
XPO LOGISTICS INC COM 983793100 24,242 357,655 SH   SOLE   322,176 0 35,479
XYLEM INC COM 98419M100 769 12,278 SH   SOLE   10,757 0 1,521
YANDEX NV-A ADR N97284108 18,157 551,043 SH   SOLE   381,636 0 169,407
YPF S.A.-SPONSORED ADR ADR 984245100 557 24,986 SH   SOLE   24,986 0 0
YUM CHINA HOLDINGS INC COM 98850P109 20,110 503,135 SH   SOLE   374,047 0 129,088
ZAI LAB LTD-ADR ADR 98887Q104 982 36,355 SH   SOLE   4,030 0 32,325
ZAYO GROUP HOLDINGS INC COM 98919V105 1,067 31,000 SH   SOLE   8,931 0 22,069
ZYNGA INC - CL A COM 98986T108 2,828 748,061 SH   SOLE   557,886 0 190,175