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
3M CO COM 88579Y101 250 1,140 SH   SOLE   0 0 1,140
51JOB INC-ADR ADR 316827104 2,424 28,173 SH   SOLE   4,088 0 24,085
8X8 INC COM 282914100 746 40,000 SH   SOLE   0 0 40,000
AAR CORP COM 000361105 1,717 38,924 SH   SOLE   25,917 0 13,007
ABBVIE INC COM 00287Y109 236 2,498 SH   SOLE   0 0 2,498
ABIOMED INC COM 003654100 1,762 6,054 SH   SOLE   5,266 0 788
ACCENTURE PLC-CL A ADR G1151C101 492 3,203 SH   SOLE   0 0 3,203
ACLARIS THERAPEUTICS INC COM 00461U105 10,357 591,176 SH   SOLE   552,922 0 38,254
ACTIVISION BLIZZARD INC COM 00507V109 510 7,563 SH   SOLE   0 0 7,563
ADAMAS PHARMACEUTICALS INC COM 00548A106 6,639 277,773 SH   SOLE   236,182 0 41,591
ADESTO TECHNOLOGIES CORP COM 00687D101 4,194 566,742 SH   SOLE   495,173 0 71,569
ADTALEM GLOBAL EDUCATION INC COM 00737L103 3,063 64,418 SH   SOLE   47,889 0 16,529
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 10,851 1,870,939 SH   SOLE   1,710,556 0 160,383
AERCAP HOLDINGS NV ADR N00985106 407 8,023 SH   SOLE   0 0 8,023
AERIE PHARMACEUTICALS INC COM 00771V108 897 16,539 SH   SOLE   10,979 0 5,560
AFLAC INC COM 001055102 368 8,416 SH   SOLE   0 0 8,416
AGILENT TECHNOLOGIES INC COM 00846U101 366 5,464 SH   SOLE   0 0 5,464
AGREE REALTY CORP COM 008492100 5,410 112,616 SH   SOLE   19,923 0 92,693
AIR TRANSPORT SERVICES GROUP COM 00922R105 6,806 291,849 SH   SOLE   245,007 0 46,842
ALEXANDRIA REAL ESTATE EQUIT COM 015271109 4,046 32,400 SH   SOLE   9,398 0 23,002
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 136,751 745,072 SH   SOLE   552,854 0 192,218
ALIGN TECHNOLOGY INC COM 016255101 870 3,466 SH   SOLE   3,015 0 451
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 637 5,348 SH   SOLE   4,652 0 696
ALTAIR ENGINEERING INC - A COM 021369103 20,986 669,210 SH   SOLE   545,894 0 123,316
ALTERYX LLC - A COM 02156B103 11,518 337,373 SH   SOLE   281,743 0 55,630
AMBEV SA-ADR ADR 02319V103 48,110 6,617,557 SH   SOLE   4,973,015 0 1,644,542
AMERICA MOVIL-ADR SERIES L ADR 02364W105 26,744 1,400,955 SH   SOLE   1,026,928 0 374,027
AMERICAN ELECTRIC POWER COM 025537101 1,106 16,130 SH   SOLE   0 0 16,130
AMERICAN EXPRESS CO COM 025816109 341 3,659 SH   SOLE   0 0 3,659
AMERICAN TOWER CORP COM 03027X100 5,933 40,824 SH   SOLE   11,637 0 29,187
AMERICAN WOODMARK CORP COM 030506109 2,009 20,411 SH   SOLE   13,578 0 6,833
AMETEK INC COM 031100100 326 4,292 SH   SOLE   0 0 4,292
AMGEN INC COM 031162100 239 1,399 SH   SOLE   0 0 1,399
AMPHENOL CORP-CL A COM 032095101 253 2,941 SH   SOLE   0 0 2,941
ANALOG DEVICES INC COM 032654105 494 5,423 SH   SOLE   0 0 5,423
ANAPTYSBIO INC COM 032724106 4,883 46,914 SH   SOLE   40,988 0 5,926
ANGI HOMESERVICES INC- A COM 00183L102 2,457 180,964 SH   SOLE   117,139 0 63,825
ANNALY CAPITAL MANAGEMENT IN COM 035710409 1,417 135,844 SH   SOLE   0 0 135,844
ANTHEM INC COM 036752103 254 1,158 SH   SOLE   0 0 1,158
APPLE INC COM 037833100 1,003 5,979 SH   SOLE   0 0 5,979
APPLIED MATERIALS INC COM 038222105 573 10,301 SH   SOLE   6,488 0 3,813
APTIV PLC ADR G6095L109 257 3,027 SH   SOLE   0 0 3,027
ARCOS DORADOS HOLDINGS INC-A ADR G0457F107 5,753 628,709 SH   SOLE   387,389 0 241,320
ARCUS BIOSCIENCES INC COM 03969F109 774 50,150 SH   SOLE   50,150 0 0
ARENA PHARMACEUTICALS INC COM 040047607 10,002 253,219 SH   SOLE   213,340 0 39,879
ARGENX SE - ADR COM 04016X101 9,329 115,974 SH   SOLE   98,619 0 17,355
ARRAY BIOPHARMA INC COM 04269X105 44,014 2,696,946 SH   SOLE   2,389,077 0 307,869
ASCENDIS PHARMA A/S - ADR ADR 04351P101 3,206 49,021 SH   SOLE   36,026 0 12,995
ASURE SOFTWARE INC COM 04649U102 4,878 398,521 SH   SOLE   348,488 0 50,033
AT HOME GROUP INC COM 04650Y100 1,282 40,000 SH   SOLE   26,642 0 13,358
AT&T INC COM 00206R102 411 11,515 SH   SOLE   0 0 11,515
ATARA BIOTHERAPEUTICS INC COM 046513107 5,570 142,827 SH   SOLE   122,868 0 19,959
ATLASSIAN CORP PLC-CLASS A ADR G06242104 3,156 58,524 SH   SOLE   38,795 0 19,729
ATMOS ENERGY CORP COM 049560105 1,377 16,350 SH   SOLE   0 0 16,350
AVAYA HOLDINGS CORP COM 05351X101 12,653 564,859 SH   SOLE   564,859 0 0
AVIANCA HOLDINGS SA-SPON ADR ADR 05367G100 1,585 187,100 SH   SOLE   29,900 0 157,200
AXOGEN INC COM 05463X106 19,049 521,888 SH   SOLE   443,445 0 78,443
AXON ENTERPRISE INC COM 05464C101 9,140 232,519 SH   SOLE   193,664 0 38,855
AZUL SA ADR 05501U106 2,070 59,562 SH   SOLE   39,666 0 19,896
BANCO MACRO SA-ADR ADR 05961W105 728 6,743 SH   SOLE   6,743 0 0
BANDWIDTH INC-CLASS A COM 05988J103 5,675 173,747 SH   SOLE   151,793 0 21,954
BAOZUN INC-SPN ADR ADR 06684L103 3,700 80,653 SH   SOLE   66,153 0 14,500
BB&T CORP COM 054937107 4,187 80,459 SH   SOLE   80,459 0 0
BECTON DICKINSON AND CO COM 075887109 255 1,178 SH   SOLE   0 0 1,178
BEST INC - ADR ADR 08653C106 3,243 314,882 SH   SOLE   219,211 0 95,671
BJ'S RESTAURANTS INC COM 09180C106 1,210 26,953 SH   SOLE   17,944 0 9,009
BLACKBAUD INC COM 09227Q100 214 2,100 SH   SOLE   0 0 2,100
BLUEGREEN VACATIONS CORP COM 09629F108 5,635 266,172 SH   SOLE   232,351 0 33,821
BLUEPRINT MEDICINES CORP COM 09627Y109 27,170 296,289 SH   SOLE   256,137 0 40,152
BOEING CO/THE COM 097023105 270 822 SH   SOLE   0 0 822
BOINGO WIRELESS INC COM 09739C102 16,554 668,292 SH   SOLE   560,719 0 107,573
BOOT BARN HOLDINGS INC COM 099406100 4,746 267,699 SH   SOLE   233,998 0 33,701
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 1,862 18,675 SH   SOLE   13,823 0 4,852
BROADCOM INC COM 11135F101 498 2,115 SH   SOLE   0 0 2,115
BROOKFIELD INFRASTRUCTURE PA ADR G16252101 683 16,400 SH   SOLE   0 0 16,400
BROOKFIELD RENEWABLE PARTNER ADR G16258108 623 20,000 SH   SOLE   0 0 20,000
BUILDERS FIRSTSOURCE INC COM 12008R107 7,632 384,680 SH   SOLE   384,680 0 0
BURLINGTON STORES INC COM 122017106 1,687 12,673 SH   SOLE   8,414 0 4,259
BWX TECHNOLOGIES INC COM 05605H100 1,131 17,804 SH   SOLE   15,486 0 2,318
CABOT OIL & GAS CORP COM 127097103 832 34,710 SH   SOLE   0 0 34,710
CACTUS INC-CLASS A COM 127203107 1,079 40,080 SH   SOLE   34,286 0 5,794
CALAMP CORP COM 128126109 4,038 176,473 SH   SOLE   154,241 0 22,232
CALAVO GROWERS INC COM 128246105 8,914 96,682 SH   SOLE   84,550 0 12,132
CALLAWAY GOLF COMPANY COM 131193104 16,609 1,015,203 SH   SOLE   848,000 0 167,203
CAMBRIA GLOBAL VALUE ETF COM 132061409 658 25,000 SH   SOLE   0 0 25,000
CAMDEN PROPERTY TRUST COM 133131102 1,078 12,800 SH   SOLE   3,416 0 9,384
CAMPING WORLD HOLDINGS INC-A COM 13462K109 1,131 35,072 SH   SOLE   19,045 0 16,027
CANADA GOOSE HOLDINGS-W/I ADR 135086106 14,140 423,087 SH   SOLE   251,707 0 171,380
CAREER EDUCATION CORP COM 141665109 5,083 386,869 SH   SOLE   338,216 0 48,653
CARETRUST REIT INC COM 14174T107 8,912 665,100 SH   SOLE   139,163 0 525,937
CASELLA WASTE SYSTEMS INC-A COM 147448104 4,668 199,649 SH   SOLE   174,385 0 25,264
CATALENT INC COM 148806102 2,771 67,480 SH   SOLE   43,032 0 24,448
CENTENNIAL RESOURCE DEVELOPMENT - A COM 15136A102 921 50,167 SH   SOLE   43,637 0 6,530
CENTURY CASINOS INC COM 156492100 5,359 718,349 SH   SOLE   623,840 0 94,509
CERUS CORP COM 157085101 4,771 870,678 SH   SOLE   760,646 0 110,032
CGI GROUP INC - CLASS A ADR 39945C109 721 12,500 SH   SOLE   0 0 12,500
CHEFS' WAREHOUSE INC/THE COM 163086101 7,107 308,983 SH   SOLE   269,806 0 39,177
CHEGG INC COM 163092109 8,272 400,386 SH   SOLE   333,449 0 66,937
CHEVRON CORP COM 166764100 684 6,000 SH   SOLE   0 0 6,000
CHILDREN'S PLACE INC/THE COM 168905107 1,854 13,707 SH   SOLE   9,126 0 4,581
CHINA LODGING GROUP-SPON ADS ADR 16949N109 2,245 17,043 SH   SOLE   17,043 0 0
CHINA MOBILE LTD-SPON ADR ADR 16941M109 3,796 82,979 SH   SOLE   10,280 0 72,699
CIA DE MINAS BUENAVENTUR-ADR ADR 204448104 26,417 1,734,544 SH   SOLE   1,341,158 0 393,386
CIGNA CORP COM 125509109 313 1,865 SH   SOLE   0 0 1,865
CINTAS CORP COM 172908105 1,403 8,227 SH   SOLE   7,156 0 1,071
CITI TRENDS INC COM 17306X102 4,801 155,334 SH   SOLE   135,730 0 19,604
CITIGROUP INC COM 172967424 433 6,417 SH   SOLE   0 0 6,417
CLEMENTIA PHARMACEUTICALS IN ADR 185575107 13,086 863,783 SH   SOLE   812,542 0 51,241
CLIFTON BANCORP INC COM 186873105 854 54,575 SH   SOLE   0 0 54,575
COCA-COLA CO/THE COM 191216100 210 4,840 SH   SOLE   0 0 4,840
CODEXIS INC COM 192005106 4,484 407,655 SH   SOLE   356,141 0 51,514
COLUMBUS MCKINNON CORP/NY COM 199333105 6,096 170,088 SH   SOLE   148,612 0 21,476
COMCAST CORP-CLASS A COM 20030N101 285 8,353 SH   SOLE   0 0 8,353
COMERICA INC COM 200340107 225 2,343 SH   SOLE   0 0 2,343
COMMUNITY HEALTHCARE TRUST I COM 20369C106 642 24,938 SH   SOLE   0 0 24,938
CONCERT PHARMACEUTICALS INC COM 206022105 2,290 100,000 SH   SOLE   100,000 0 0
CONN'S INC COM 208242107 3,836 112,833 SH   SOLE   98,534 0 14,299
CONSOLIDATED EDISON INC COM 209115104 246 3,161 SH   SOLE   0 0 3,161
COPART INC COM 217204106 1,327 26,047 SH   SOLE   22,656 0 3,391
CORESITE REALTY CORP COM 21870Q105 2,306 23,000 SH   SOLE   0 0 23,000
COSTAR GROUP INC COM 22160N109 2,436 6,717 SH   SOLE   5,843 0 874
COVENANT TRANSPORT GRP-CL A COM 22284P105 4,476 150,052 SH   SOLE   131,092 0 18,960
CREDICORP LTD ADR G2519Y108 24,585 108,286 SH   SOLE   78,795 0 29,491
CRESTWOOD EQUITY PARTNERS LP COM 226344208 2,615 102,130 SH   SOLE   0 0 102,130
CRISPR THERAPEUTICS AG ADR H17182108 219 4,800 SH   SOLE   0 0 4,800
CROCS INC COM 227046109 13,548 833,714 SH   SOLE   728,362 0 105,352
CROWN CASTLE INTL CORP COM 22822V101 5,461 49,818 SH   SOLE   13,289 0 36,529
CRYOLIFE INC COM 228903100 3,124 155,813 SH   SOLE   135,843 0 19,970
CTI BioPharma Corp COM 12648L601 2,263 580,246 SH   SOLE   507,253 0 72,993
CUBESMART COM 229663109 2,087 74,000 SH   SOLE   20,196 0 53,804
CUTERA INC COM 232109108 4,572 90,986 SH   SOLE   79,501 0 11,485
CYRUSONE INC COM 23283R100 6,123 119,564 SH   SOLE   29,056 0 90,508
DCP MIDSTREAM LP COM 23311P100 3,643 103,720 SH   SOLE   0 0 103,720
DEL FRISCO'S RESTAURANT GROU COM 245077102 5,624 368,767 SH   SOLE   322,148 0 46,619
DESPEGAR.COM CORP ADR G27358103 363 11,600 SH   SOLE   0 0 11,600
DIAMONDBACK ENERGY INC COM 25278X109 1,688 13,342 SH   SOLE   7,648 0 5,694
DIGITAL REALTY TRUST INC COM 253868103 6,311 59,890 SH   SOLE   13,725 0 46,165
DOMINO'S PIZZA INC COM 25754A201 280 1,200 SH   SOLE   0 0 1,200
DROPBOX INC-CLASS A COM 26210C104 1,304 41,712 SH   SOLE   28,805 0 12,907
EAGLE MATERIALS INC COM 26969P108 8,880 86,169 SH   SOLE   82,544 0 3,625
EASTERLY GOVERNMENT PROPERTI COM 27616P103 8,364 410,018 SH   SOLE   83,901 0 326,117
EASTMAN CHEMICAL CO COM 277432100 355 3,365 SH   SOLE   0 0 3,365
ECHO GLOBAL LOGISTICS INC COM 27875T101 4,725 171,189 SH   SOLE   149,552 0 21,637
EDWARDS LIFESCIENCES CORP COM 28176E108 520 3,730 SH   SOLE   0 0 3,730
ELDORADO RESORTS INC COM 28470R102 17,203 521,294 SH   SOLE   427,511 0 93,783
ELI LILLY & CO COM 532457108 315 4,076 SH   SOLE   0 0 4,076
ENABLE MIDSTREAM PARTNERS LP COM 292480100 2,265 165,090 SH   SOLE   0 0 165,090
ENERGY TRANSFER PARTNERS LP COM 29278N103 6,749 416,100 SH   SOLE   0 0 416,100
ENLINK MIDSTREAM PARTNERS LP COM 29336U107 2,010 147,150 SH   SOLE   0 0 147,150
ENTERGY CORP COM 29364G103 1,103 14,000 SH   SOLE   0 0 14,000
ENTERPRISE PRODUCTS PARTNERS COM 293792107 6,996 285,800 SH   SOLE   0 0 285,800
ENVESTNET INC COM 29404K106 1,183 20,649 SH   SOLE   13,773 0 6,876
EPAM SYSTEMS INC COM 29414B104 6,408 55,952 SH   SOLE   36,741 0 19,211
EQT MIDSTREAM PARTNERS LP COM 26885B100 2,421 41,016 SH   SOLE   0 0 41,016
EQUINIX INC COM 29444U700 5,224 12,494 SH   SOLE   3,523 0 8,971
EQUITY LIFESTYLE PROPERTIES COM 29472R108 6,599 75,189 SH   SOLE   16,418 0 58,771
ETSY INC COM 29786A106 1,757 62,622 SH   SOLE   29,915 0 32,707
EVERBRIDGE INC COM 29978A104 22,600 617,487 SH   SOLE   497,168 0 120,319
EVERI HOLDINGS INC COM 30034T103 3,273 498,182 SH   SOLE   432,382 0 65,800
EVERSOURCE ENERGY COM 30040W108 1,125 19,100 SH   SOLE   0 0 19,100
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2,410 113,190 SH   SOLE   82,518 0 30,672
EXTENDED STAY AMERICA INC COM 30224P200 2,225 112,537 SH   SOLE   112,537 0 0
EXTRA SPACE STORAGE INC COM 30225T102 2,601 29,770 SH   SOLE   7,689 0 22,081
EXXON MOBIL CORP COM 30231G102 549 7,352 SH   SOLE   0 0 7,352
FACEBOOK INC-A COM 30303M102 658 4,121 SH   SOLE   0 0 4,121
FANHUA INC-SPONSORED ADR ADR 30712A103 2,038 75,424 SH   SOLE   75,424 0 0
FEDERAL SIGNAL CORP COM 313855108 1,813 82,356 SH   SOLE   54,837 0 27,519
FERRO CORP COM 315405100 9,724 418,795 SH   SOLE   329,791 0 89,004
FGL HOLDINGS COM G3402M102 23,176 2,283,345 SH   SOLE   2,257,345 0 26,000
FIDELITY NATIONAL INFO SERV COM 31620M106 212 2,206 SH   SOLE   0 0 2,206
FIREEYE INC COM 31816Q101 545 32,200 SH   SOLE   0 0 32,200
FIVE BELOW COM 33829M101 1,729 23,570 SH   SOLE   15,701 0 7,869
FIVE9 INC COM 338307101 12,384 415,705 SH   SOLE   347,212 0 68,493
FLOOR & DECOR HOLDINGS INC-A COM 339750101 2,287 43,875 SH   SOLE   32,443 0 11,432
FOAMIX PHARMACEUTICALS LTD ADR M46135105 3,020 588,760 SH   SOLE   515,344 0 73,416
FORESCOUT TECHNOLOGIES INC COM 34553D101 3,531 108,848 SH   SOLE   94,966 0 13,882
FORTIVE CORP COM 34959J108 511 6,589 SH   SOLE   0 0 6,589
FOUR CORNERS PROPERTY TRUST COM 35086T109 5,121 221,800 SH   SOLE   47,652 0 174,148
FRESHPET INC COM 358039105 8,086 491,570 SH   SOLE   429,346 0 62,224
FUSION TELECOMMUNICATIONS IN COM 36113B400 3,013 932,803 SH   SOLE   814,474 0 118,329
G-III APPAREL GROUP LTD COM 36237H101 9,454 250,915 SH   SOLE   208,809 0 42,106
GAMING AND LEISURE PROPERTIE COM 36467J108 2,236 66,793 SH   SOLE   0 0 66,793
GARDNER DENVER HOLDINGS INC COM 36555P107 1,747 56,954 SH   SOLE   35,272 0 21,682
GARMIN LTD ADR H2906T109 630 10,685 SH   SOLE   9,294 0 1,391
GATES INDUSTRIAL CORP PLC COM G39108108 973 55,551 SH   SOLE   48,320 0 7,231
GDS HOLDINGS LTD - ADR ADR 36165L108 34,158 1,244,362 SH   SOLE   919,017 0 325,345
GENERAL MOTORS CO COM 37045V100 9,195 253,017 SH   SOLE   253,017 0 0
GEOPARK LTD ADR G38327105 407 32,800 SH   SOLE   0 0 32,800
GERDAU SA -SPON ADR ADR 373737105 6,528 1,400,792 SH   SOLE   881,074 0 519,718
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 13,856 286,871 SH   SOLE   242,250 0 44,621
GLOBAL PAYMENTS INC COM 37940X102 1,040 9,325 SH   SOLE   8,111 0 1,214
GLOBAL X MSCI ARGENTINA ETF ADR 37950E259 1,070 30,000 SH   SOLE   5,077 0 24,923
GLOBANT SA ADR L44385109 1,427 27,692 SH   SOLE   27,692 0 0
GOLDEN ENTERTAINMENT INC COM 381013101 4,175 179,713 SH   SOLE   156,052 0 23,661
GRACO INC COM 384109104 946 20,701 SH   SOLE   18,006 0 2,695
GRAND CANYON EDUCATION INC COM 38526M106 4,068 38,777 SH   SOLE   27,876 0 10,901
GREEN DOT CORP-CLASS A COM 39304D102 3,787 59,030 SH   SOLE   42,427 0 16,603
GREENTREE HOSPITALITY GR-ADR ADR 39579V100 1,913 150,000 SH   SOLE   150,000 0 0
GRUBHUB INC COM 400110102 1,571 15,479 SH   SOLE   8,396 0 7,083
GRUPO AEROPORTUARIO SUR-ADR ADR 40051E202 375 2,200 SH   SOLE   0 0 2,200
GRUPO FINANCIERO GALICIA-ADR ADR 399909100 30,505 463,890 SH   SOLE   326,870 0 137,020
GRUPO SUPERVIELLE SA-SP ADR ADR 40054A108 8,879 292,646 SH   SOLE   262,430 0 30,216
GTT COMMUNICATIONS INC COM 362393100 17,774 313,476 SH   SOLE   262,535 0 50,941
GUIDEWIRE SOFTWARE INC COM 40171V100 1,112 13,756 SH   SOLE   11,965 0 1,791
H&E EQUIPMENT SERVICES INC COM 404030108 7,039 182,875 SH   SOLE   152,100 0 30,775
HARSCO CORP COM 415864107 2,525 122,278 SH   SOLE   81,425 0 40,853
HC2 HOLDINGS INC COM 404139107 1,531 291,024 SH   SOLE   291,024 0 0
HCP INC COM 40414L109 2,753 118,505 SH   SOLE   34,178 0 84,327
HDFC BANK LTD-ADR ADR 40415F101 82,079 831,011 SH   SOLE   609,987 0 221,024
HEALTHCARE REALTY TRUST INC COM 421946104 1,373 49,562 SH   SOLE   0 0 49,562
Healthcare Trust of America - CL A COM 42225P501 4,141 156,567 SH   SOLE   39,746 0 116,821
HEALTHEQUITY INC COM 42226A107 2,301 38,016 SH   SOLE   28,122 0 9,894
HEICO CORP COM 422806109 1,344 15,484 SH   SOLE   13,468 0 2,016
HIBBETT SPORTS INC COM 428567101 6,013 251,044 SH   SOLE   206,486 0 44,558
HILTON GRAND VACATIONS INC COM 43283X105 3,391 78,833 SH   SOLE   57,985 0 20,848
HONEYWELL INTERNATIONAL INC COM 438516106 492 3,408 SH   SOLE   0 0 3,408
HUNTINGTON BANCSHARES INC COM 446150104 5,065 335,420 SH   SOLE   335,420 0 0
HUNTSMAN CORP COM 447011107 9,945 340,000 SH   SOLE   340,000 0 0
ICHOR HOLDINGS LTD COM G4740B105 8,948 369,610 SH   SOLE   312,246 0 57,364
ICICI BANK LTD-SPON ADR ADR 45104G104 30,422 3,437,467 SH   SOLE   2,598,468 0 838,999
IDEX CORP COM 45167R104 793 5,568 SH   SOLE   4,843 0 725
IDEXX LABORATORIES INC COM 45168D104 1,034 5,403 SH   SOLE   3,482 0 1,921
INGEVITY CORP COM 45688C107 3,488 47,332 SH   SOLE   24,563 0 22,769
INOGEN INC COM 45780L104 21,477 174,835 SH   SOLE   141,997 0 32,838
INSTRUCTURE INC COM 45781U103 8,486 201,323 SH   SOLE   170,136 0 31,187
INSULET CORP COM 45784P101 7,705 88,893 SH   SOLE   65,712 0 23,181
INTEL CORP COM 458140100 299 5,749 SH   SOLE   0 0 5,749
INTERSECT ENT INC COM 46071F103 9,968 253,638 SH   SOLE   221,638 0 32,000
INTUITIVE SURGICAL INC COM 46120E602 1,312 3,178 SH   SOLE   2,467 0 711
INVESTORS BANCORP INC COM 46146L101 3,924 287,667 SH   SOLE   287,667 0 0
INVITATION HOMES INC COM 46187W107 3,656 160,137 SH   SOLE   41,205 0 118,932
INVUITY INC COM 46187J205 135 35,000 SH   SOLE   35,000 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 16,476 261,729 SH   SOLE   221,520 0 40,209
ISHARES 20 YEAR TREASURY BO COM 464287432 4,493 36,861 SH   SOLE   0 0 36,861
ISHARES FTSE CHINA 25 INDEX COM 464287184 856 18,114 SH   SOLE   18,114 0 0
ISHARES FTSE CHINA 25 INDEX COM 464287184 230 500,000 SH Put SOLE   500,000 0 0
ISHARES MSCI BRAZIL CAPPED I COM 464286400 115 500,000 SH Put SOLE   500,000 0 0
ISHARES MSCI EMERGING MARKET COM 464287234 341 1,050,000 SH Put SOLE   1,050,000 0 0
ISHARES MSCI INDIA ETF ADR 46429B598 1,092 32,000 SH   SOLE   0 0 32,000
ISHARES RUSSELL 2000 ETF COM 464287655 55 20,000 SH Put SOLE   20,000 0 0
ISHARES RUSSELL 2000 GROWTH COM 464287648 1,989 10,438 SH   SOLE   10,438 0 0
ITAU UNIBANCO HLDNG-PREF ADR ADR 465562106 52,772 3,382,802 SH   SOLE   2,547,687 0 835,115
JBG SMITH PROPERTIES COM 46590V100 1,100 32,630 SH   SOLE   4,272 0 28,358
JD.COM INC-ADR ADR 47215P106 641 15,837 SH   SOLE   9,836 0 6,001
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,927 16,994 SH   SOLE   12,587 0 4,407
JOHNSON & JOHNSON COM 478160104 552 4,311 SH   SOLE   0 0 4,311
JPMORGAN CHASE & CO COM 46625H100 725 6,592 SH   SOLE   0 0 6,592
KADANT INC COM 48282T104 6,990 73,973 SH   SOLE   64,648 0 9,325
KEARNY FINANCIAL CORP/MD COM 48716P108 4,108 316,000 SH   SOLE   316,000 0 0
KEYCORP COM 493267108 3,952 202,147 SH   SOLE   202,147 0 0
KIMBERLY-CLARK CORP COM 494368103 279 2,536 SH   SOLE   0 0 2,536
KINDER MORGAN INC COM 49456B101 3,411 226,504 SH   SOLE   0 0 226,504
KINSALE CAPITAL GROUP INC COM 49714P108 5,904 115,025 SH   SOLE   100,439 0 14,586
KMG CHEMICALS INC COM 482564101 8,780 146,453 SH   SOLE   127,962 0 18,491
Knight-Swift Transportation Holdings Inc COM 499049104 17,882 390,123 SH   SOLE   346,401 0 43,722
KORN/FERRY INTERNATIONAL COM 500643200 875 16,969 SH   SOLE   11,301 0 5,668
KRATOS DEFENSE & SECURITY COM 50077B207 4,389 426,493 SH   SOLE   372,668 0 53,825
LAM RESEARCH CORP COM 512807108 201 991 SH   SOLE   0 0 991
LAMB WESTON HOLDINGS INC COM 513272104 2,490 42,761 SH   SOLE   25,086 0 17,675
LAS VEGAS SANDS CORP COM 517834107 233 3,239 SH   SOLE   0 0 3,239
LEAR CORP COM 521865204 436 2,343 SH   SOLE   0 0 2,343
LendingTree Inc COM 52603B107 1,699 5,177 SH   SOLE   3,825 0 1,352
LIVE NATION ENTERTAINMENT IN COM 538034109 2,056 48,780 SH   SOLE   32,584 0 16,196
LIVE OAK BANCSHARES INC COM 53803X105 17,452 627,769 SH   SOLE   527,847 0 99,922
LOGMEIN INC COM 54142L109 1,408 12,189 SH   SOLE   2,097 0 10,092
LOMA NEGRA CIA INDUSTRIAL AR ADR 54150E104 5,082 238,349 SH   SOLE   217,349 0 21,000
LOXO ONCOLOGY INC COM 548862101 46,796 405,615 SH   SOLE   359,279 0 46,336
LULULEMON ATHLETICA INC ADR 550021109 2,514 28,206 SH   SOLE   19,402 0 8,804
M & T BANK CORP COM 55261F104 3,970 21,534 SH   SOLE   21,534 0 0
MALIBU BOATS INC - A COM 56117J100 17,789 535,660 SH   SOLE   448,841 0 86,819
MAMMOTH ENERGY SERVICES INC COM 56155L108 8,818 275,059 SH   SOLE   240,328 0 34,731
MARKETAXESS HOLDINGS INC COM 57060D108 1,544 7,102 SH   SOLE   4,525 0 2,577
MARTIN MARIETTA MATERIALS COM 573284106 5,908 28,500 SH   SOLE   28,500 0 0
MARVELL TECHNOLOGY GROUP LTD ADR G5876H105 8,768 417,525 SH   SOLE   384,637 0 32,888
MASCO CORP COM 574599106 1,061 26,243 SH   SOLE   12,946 0 13,297
MASTEC INC COM 576323109 1,765 37,517 SH   SOLE   27,783 0 9,734
MASTERCARD INC-CLASS A COM 57636Q104 233 1,330 SH   SOLE   0 0 1,330
MATCH GROUP INC COM 57665R106 981 22,077 SH   SOLE   19,206 0 2,871
MCBC HOLDINGS INC COM 55276F107 12,423 492,974 SH   SOLE   430,788 0 62,186
MCDONALD'S CORP COM 580135101 220 1,407 SH   SOLE   0 0 1,407
MCHP 1 5/8 02/15/25 NOTE 595017AD6 18,971 10,700,000 PRN   SOLE   0 0 10,700,000
MEDICAL PROPERTIES TRUST INC COM 58463J304 4,304 331,084 SH   SOLE   110,750 0 220,334
MEDIFAST INC COM 58470H101 7,180 76,832 SH   SOLE   67,170 0 9,662
MELLANOX TECHNOLOGIES LTD ADR M51363113 4,787 65,708 SH   SOLE   39,151 0 26,557
MERCADOLIBRE INC ADR 58733R102 1,593 4,471 SH   SOLE   3,470 0 1,001
MERCURY SYSTEMS INC COM 589378108 2,124 43,967 SH   SOLE   32,607 0 11,360
META FINANCIAL GROUP INC COM 59100U108 11,602 106,247 SH   SOLE   92,779 0 13,468
MGM GROWTH PROPERTIES LLC-A COM 55303A105 2,571 96,871 SH   SOLE   17,643 0 79,228
MGP INGREDIENTS INC COM 55303J106 12,615 140,804 SH   SOLE   122,373 0 18,431
MICROCHIP TECHNOLOGY INC COM 595017104 381 4,169 SH   SOLE   0 0 4,169
MICRON TECHNOLOGY INC COM 595112103 732 14,038 SH   SOLE   0 0 14,038
MICROSOFT CORP COM 594918104 1,149 12,589 SH   SOLE   0 0 12,589
MID-AMERICA APARTMENT COMM COM 59522J103 1,058 11,600 SH   SOLE   3,106 0 8,494
MILACRON HOLDINGS CORP COM 59870L106 5,597 277,910 SH   SOLE   242,812 0 35,098
MIMECAST LTD ADR G14838109 17,812 502,742 SH   SOLE   421,936 0 80,806
MKS INSTRUMENTS INC COM 55306N104 5,064 43,787 SH   SOLE   27,853 0 15,934
MODINE MANUFACTURING CO COM 607828100 11,584 547,711 SH   SOLE   463,229 0 84,482
MOMO INC-ADR ADR 60879B107 482 12,900 SH   SOLE   0 0 12,900
MONARCH CASINO & RESORT INC COM 609027107 2,675 63,261 SH   SOLE   54,860 0 8,401
MONOLITHIC POWER SYSTEMS INC COM 609839105 2,244 19,382 SH   SOLE   13,977 0 5,405
MONSANTO CO COM 61166W101 340 100,000 SH Call SOLE   100,000 0 0
MONSTER BEVERAGE CORP COM 61174X109 273 4,774 SH   SOLE   0 0 4,774
MOVADO GROUP INC COM 624580106 10,569 275,222 SH   SOLE   240,468 0 34,754
MPLX LP COM 55336V100 6,618 200,299 SH   SOLE   0 0 200,299
MSA SAFETY INC COM 553498106 1,330 15,972 SH   SOLE   10,635 0 5,337
MSCI INC COM 55354G100 1,206 8,066 SH   SOLE   7,016 0 1,050
MYOKARDIA INC COM 62857M105 10,537 215,914 SH   SOLE   182,907 0 33,007
NATERA INC COM 632307104 9,794 1,056,512 SH   SOLE   986,715 0 69,797
NETAPP INC COM 64110D104 1,802 29,211 SH   SOLE   17,832 0 11,379
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,365 16,463 SH   SOLE   14,320 0 2,143
NEW ORIENTAL EDUCATIO-SP ADR ADR 647581107 253 2,883 SH   SOLE   0 0 2,883
NEXA RESOURCES SA ADR L67359106 2,220 126,789 SH   SOLE   126,789 0 0
NISOURCE INC COM 65473P105 1,089 45,560 SH   SOLE   0 0 45,560
NMI HOLDINGS INC-CLASS A COM 629209305 5,086 307,292 SH   SOLE   268,569 0 38,723
NOAH HOLDINGS LTD-SPON ADS ADR 65487X102 2,051 43,435 SH   SOLE   43,435 0 0
NOBLE ENERGY INC COM 655044105 2,116 69,820 SH   SOLE   7,300 0 62,520
NOBLE MIDSTREAM PARTNERS LP COM 65506L105 1,259 26,993 SH   SOLE   0 0 26,993
NORWEGIAN CRUISE LINE HOLDINGS COM G66721104 579 10,936 SH   SOLE   9,512 0 1,424
NOVA MEASURING INSTRUMENTS ADR M7516K103 5,524 203,607 SH   SOLE   178,042 0 25,565
NOVANTA INC COM 67000B104 522 10,000 SH   SOLE   0 0 10,000
NUTANIX INC - A COM 67059N108 6,806 138,590 SH   SOLE   86,978 0 51,612
NUVECTRA CORP COM 67075N108 4,582 351,887 SH   SOLE   335,562 0 16,325
NV5 GLOBAL INC COM 62945V109 5,347 95,903 SH   SOLE   83,551 0 12,352
NVIDIA CORP COM 67066G104 269 1,160 SH   SOLE   0 0 1,160
NXP SEMICONDUCTORS NV ADR N6596X109 62,802 536,765 SH   SOLE   536,765 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 210 3,233 SH   SOLE   0 0 3,233
OCEANFIRST FINANCIAL CORP COM 675234108 10,893 407,229 SH   SOLE   407,229 0 0
OKTA INC COM 679295105 2,131 53,483 SH   SOLE   39,092 0 14,391
OLD DOMINION FREIGHT LINE COM 679580100 968 6,588 SH   SOLE   5,730 0 858
ON SEMICONDUCTOR CORPORATION COM 682189105 2,805 114,668 SH   SOLE   80,879 0 33,789
ONEOK INC COM 682680103 2,480 43,573 SH   SOLE   0 0 43,573
OPTINOSE INC COM 68404V100 5,902 294,818 SH   SOLE   244,957 0 49,861
ORION ENGINEERED CARBONS SA ADR L72967109 1,085 40,043 SH   SOLE   26,667 0 13,376
ORITANI FINANCIAL CORP COM 68633D103 7,337 477,986 SH   SOLE   477,986 0 0
ORTHOPEDIATRICS CORP COM 68752L100 6,185 410,687 SH   SOLE   358,542 0 52,145
OSHKOSH CORP COM 688239201 1,013 13,110 SH   SOLE   7,094 0 6,016
OVID THERAPEUTICS INC COM 690469101 2,007 283,918 SH   SOLE   247,892 0 36,026
PACIFIC PREMIER BANCORP INC COM 69478X105 1,529 38,037 SH   SOLE   25,360 0 12,677
PACKAGING CORP OF AMERICA COM 695156109 675 5,987 SH   SOLE   5,208 0 779
PAGSEGURO DIGITAL LTD-CL A ADR G68707101 22,796 594,898 SH   SOLE   348,490 0 246,408
PALO ALTO NETWORKS INC COM 697435105 436 2,400 SH   SOLE   0 0 2,400
PAMPA ENERGIA SA-SPON ADR ADR 697660207 474 7,954 SH   SOLE   7,954 0 0
PATRICK INDUSTRIES INC COM 703343103 9,535 154,164 SH   SOLE   130,326 0 23,838
PAYLOCITY HOLDING CORP COM 70438V106 4,164 81,277 SH   SOLE   50,683 0 30,594
PEGASYSTEMS INC COM 705573103 485 8,000 SH   SOLE   0 0 8,000
PENUMBRA INC COM 70975L107 2,653 22,942 SH   SOLE   14,403 0 8,539
PEPSICO INC COM 713448108 387 3,541 SH   SOLE   0 0 3,541
PETROLEO BRASILEIRO S.A.-ADR ADR 71654V408 582 41,155 SH   SOLE   41,155 0 0
PFIZER INC COM 717081103 417 11,759 SH   SOLE   0 0 11,759
PGT INC COM 69336V101 6,128 328,582 SH   SOLE   286,941 0 41,641
PHILIP MORRIS INTERNATIONAL COM 718172109 237 2,387 SH   SOLE   0 0 2,387
PJT PARTNERS INC - A COM 69343T107 792 15,800 SH   SOLE   0 0 15,800
PLAINS ALL AMER PIPELINE LP COM 726503105 6,889 312,710 SH   SOLE   0 0 312,710
PLANET FITNESS INC - CL A COM 72703H101 2,792 73,922 SH   SOLE   54,978 0 18,944
PLAYAGS INC COM 72814N104 9,605 412,940 SH   SOLE   347,714 0 65,226
POLARIS INDUSTRIES INC COM 731068102 1,820 15,889 SH   SOLE   13,821 0 2,068
POOL CORP COM 73278L105 3,483 23,823 SH   SOLE   17,736 0 6,087
POWERSHARES INDIA PORTFOLIO COM 73935L100 1,064 42,322 SH   SOLE   42,322 0 0
PREFERRED BANK/LOS ANGELES COM 740367404 9,784 152,405 SH   SOLE   133,047 0 19,358
PROGRESSIVE CORP COM 743315103 421 6,914 SH   SOLE   0 0 6,914
PROLOGIS INC COM 74340W103 297 4,713 SH   SOLE   0 0 4,713
PROOFPOINT INC COM 743424103 6,236 54,873 SH   SOLE   32,987 0 21,886
PUBLIC SERVICE ENTERPRISE GP COM 744573106 663 13,200 SH   SOLE   0 0 13,200
PUBLIC STORAGE COM 74460D109 1,323 6,600 SH   SOLE   0 0 6,600
PURE STORAGE INC - CLASS A COM 74624M102 4,029 201,965 SH   SOLE   148,769 0 53,196
PVH CORP COM 693656100 1,234 8,149 SH   SOLE   7,089 0 1,060
Q2 HOLDINGS INC COM 74736L109 8,350 183,321 SH   SOLE   152,218 0 31,103
QUANTA SERVICES INC COM 74762E102 6,145 178,900 SH   SOLE   178,900 0 0
QUINSTREET INC COM 74874Q100 9,318 729,717 SH   SOLE   638,053 0 91,664
QUOTIENT TECHNOLOGY INC COM 749119103 1,113 84,961 SH   SOLE   56,575 0 28,386
RADCOM LTD ADR M81865111 4,939 269,164 SH   SOLE   235,177 0 33,987
RAYMOND JAMES FINANCIAL INC COM 754730109 510 5,703 SH   SOLE   0 0 5,703
REALTY INCOME CORP COM 756109104 1,951 37,713 SH   SOLE   8,203 0 29,510
RED ROCK RESORTS INC-CLASS A COM 75700L108 1,618 55,248 SH   SOLE   40,949 0 14,299
RENT-A-CENTER INC COM 76009N100 259 30,000 SH   SOLE   30,000 0 0
RINGCENTRAL INC-CLASS A COM 76680R206 7,754 122,103 SH   SOLE   64,928 0 57,175
ROCKWELL COLLINS INC COM 774341101 12,436 92,224 SH   SOLE   92,224 0 0
RYMAN HOSPITALITY PROPERTIES COM 78377T107 2,087 26,949 SH   SOLE   17,947 0 9,002
S&P GLOBAL INC COM 78409V104 426 2,231 SH   SOLE   0 0 2,231
SAGE THERAPEUTICS INC COM 78667J108 1,537 9,540 SH   SOLE   7,050 0 2,490
SAIA INC COM 78709Y105 8,476 112,784 SH   SOLE   93,965 0 18,819
SAREPTA THERAPEUTICS INC COM 803607100 4,040 54,529 SH   SOLE   40,074 0 14,455
SBA COMMUNICATIONS CORP-CL A COM 78410G104 3,719 21,760 SH   SOLE   6,189 0 15,571
SCHNITZER STEEL INDS INC-A COM 806882106 6,350 196,287 SH   SOLE   171,492 0 24,795
SEACOAST BANKING CORP/FL COM 811707801 2,127 80,339 SH   SOLE   53,496 0 26,843
SERVICEMASTER GLOBAL HOLDING COM 81761R109 387 7,614 SH   SOLE   0 0 7,614
SIENTRA INC COM 82621J105 3,169 328,028 SH   SOLE   287,135 0 40,893
SIERRA ONCOLOGY INC COM 82640U107 2,393 1,156,000 SH   SOLE   1,156,000 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 7,167 93,031 SH   SOLE   78,178 0 14,853
SKECHERS USA INC-CL A COM 830566105 1,814 46,650 SH   SOLE   40,577 0 6,073
SKYLINE CORP COM 830830105 4,270 194,111 SH   SOLE   169,652 0 24,459
SKYWEST INC COM 830879102 1,275 23,442 SH   SOLE   15,628 0 7,814
SMART GLOBAL HOLDINGS INC COM G8232Y101 26,696 535,641 SH   SOLE   450,935 0 84,706
SMITH (A.O.) CORP COM 831865209 858 13,493 SH   SOLE   11,737 0 1,756
SODASTREAM INTERNATIONAL LTD ADR M9068E105 9,420 102,583 SH   SOLE   62,763 0 39,820
SOLAREDGE TECHNOLOGIES INC ADR 83417M104 7,195 136,787 SH   SOLE   106,287 0 30,500
SOLARIS OILFIELD INFRAST-A COM 83418M103 14,897 899,567 SH   SOLE   750,508 0 149,059
SOUTHWEST GAS HOLDINGS INC COM 844895102 1,126 16,645 SH   SOLE   0 0 16,645
SPARTAN MOTORS INC COM 846819100 7,257 421,928 SH   SOLE   368,786 0 53,142
SPDR S&P 500 ETF TRUST COM 78462F103 657 2,497 SH   SOLE   0 0 2,497
SPDR S&P 500 ETF TRUST COM 78462F103 304 49,200 SH Put SOLE   0 0 49,200
SPECTRA ENERGY PARTNERS LP COM 84756N109 4,222 125,499 SH   SOLE   0 0 125,499
SPLUNK INC COM 848637104 2,171 22,064 SH   SOLE   16,930 0 5,134
SQUARE INC - A COM 852234103 1,618 32,893 SH   SOLE   28,611 0 4,282
STANLEY BLACK & DECKER INC COM 854502101 246 1,605 SH   SOLE   0 0 1,605
STEEL DYNAMICS INC COM 858119100 856 19,351 SH   SOLE   12,077 0 7,274
STERLING BANCORP INC/MI COM 85917W102 6,464 478,486 SH   SOLE   418,132 0 60,354
STERLING CONSTRUCTION CO COM 859241101 4,777 416,857 SH   SOLE   363,875 0 52,982
STMICROELECTRONICS NV-NY SHS ADR 861012102 395 17,727 SH   SOLE   5,275 0 12,452
STONERIDGE INC COM 86183P102 11,346 411,071 SH   SOLE   359,291 0 51,780
STORE CAPITAL CORP COM 862121100 5,321 214,381 SH   SOLE   58,136 0 156,245
SUMMIT MATERIALS INC -CL A COM 86614U100 1,917 63,315 SH   SOLE   46,912 0 16,403
SUN COMMUNITIES INC COM 866674104 6,675 73,056 SH   SOLE   15,919 0 57,137
SVB FINANCIAL GROUP COM 78486Q101 1,216 5,068 SH   SOLE   4,408 0 660
SYNOPSYS INC COM 871607107 2,242 26,938 SH   SOLE   15,973 0 10,965
TABLEAU SOFTWARE INC-CL A COM 87336U105 1,471 18,200 SH   SOLE   2,478 0 15,722
TABULA RASA HEALTHCARE INC COM 873379101 3,882 100,062 SH   SOLE   87,409 0 12,653
TACTILE SYSTEMS TECHNOLOGY I COM 87357P100 22,527 708,392 SH   SOLE   593,828 0 114,564
TAIWAN SEMICONDUCTOR-SP ADR ADR 874039100 144,384 3,299,453 SH   SOLE   2,466,391 0 833,062
TAL EDUCATION GROUP- ADR ADR 874080104 36,858 993,747 SH   SOLE   753,491 0 240,256
TALEND SA - ADR ADR 874224207 14,405 299,361 SH   SOLE   242,282 0 57,079
TARGA RESOURCES CORP COM 87612G101 6,585 149,650 SH   SOLE   0 0 149,650
TELADOC INC COM 87918A105 12,646 313,806 SH   SOLE   265,008 0 48,798
TELECOM ARGENTINA SA-SP ADR ADR 879273209 12,082 385,637 SH   SOLE   316,514 0 69,123
TENARIS SA-ADR ADR 88031M109 24,851 716,782 SH   SOLE   539,623 0 177,159
TEXAS INSTRUMENTS INC COM 882508104 264 2,538 SH   SOLE   0 0 2,538
TIME WARNER INC COM 887317303 224 2,369 SH   SOLE   0 0 2,369
TITAN MACHINERY INC COM 88830R101 3,528 149,747 SH   SOLE   130,842 0 18,905
TIVITY HEALTH INC COM 88870R102 1,385 34,940 SH   SOLE   23,261 0 11,679
TOTAL SYSTEM SERVICES INC COM 891906109 333 3,861 SH   SOLE   0 0 3,861
TRANSPORTADOR GAS SUR-SP B ADR 893870204 407 20,000 SH   SOLE   0 0 20,000
TRINSEO SA COM L9340P101 1,223 16,517 SH   SOLE   11,000 0 5,517
TRISTATE CAPITAL HLDGS INC COM 89678F100 4,205 180,861 SH   SOLE   157,922 0 22,939
TRIUMPH BANCORP INC COM 89679E300 8,620 209,231 SH   SOLE   182,797 0 26,434
UMH PROPERTIES INC COM 903002103 673 50,166 SH   SOLE   0 0 50,166
UNITED RENTALS INC COM 911363109 1,157 6,700 SH   SOLE   3,095 0 3,605
UNITED TECHNOLOGIES CORP COM 913017109 404 65,000 SH Call SOLE   65,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 587 2,745 SH   SOLE   0 0 2,745
UPLAND SOFTWARE INC COM 91544A109 10,231 355,377 SH   SOLE   309,837 0 45,540
URBAN OUTFITTERS INC COM 917047102 1,036 28,022 SH   SOLE   24,374 0 3,648
USA TECHNOLOGIES INC COM 90328S500 4,775 530,529 SH   SOLE   463,163 0 67,366
VAIL RESORTS INC COM 91879Q109 468 2,110 SH   SOLE   1,835 0 275
VALE SA-SP ADR ADR 91912E105 29,644 2,330,491 SH   SOLE   1,763,757 0 566,734
VALERO ENERGY CORP COM 91913Y100 398 4,290 SH   SOLE   0 0 4,290
VanEck Vectors Vietnam ETF COM 92189F817 563 28,800 SH   SOLE   0 0 28,800
VARONIS SYSTEMS INC COM 922280102 8,117 134,160 SH   SOLE   113,027 0 21,133
VEDANTA LTD-ADR ADR 92242Y100 438 24,934 SH   SOLE   0 0 24,934
VEEVA SYSTEMS INC-CLASS A COM 922475108 731 10,008 SH   SOLE   8,705 0 1,303
VENATOR MATERIALS PLC COM G9329Z100 8,445 466,857 SH   SOLE   466,857 0 0
VERICEL CORP COM 92346J108 2,975 299,017 SH   SOLE   261,032 0 37,985
VERISIGN INC COM 92343E102 273 2,301 SH   SOLE   0 0 2,301
VERIZON COMMUNICATIONS INC COM 92343V104 286 5,989 SH   SOLE   0 0 5,989
VIPSHOP HOLDINGS LTD - ADS ADR 92763W103 11,965 719,897 SH   SOLE   541,910 0 177,987
VIRTUSA CORP COM 92827P102 12,118 250,058 SH   SOLE   218,517 0 31,541
VISA INC-CLASS A SHARES COM 92826C839 654 5,470 SH   SOLE   0 0 5,470
VISTEON CORP COM 92839U206 1,162 10,538 SH   SOLE   7,023 0 3,515
WAL-MART STORES INC COM 931142103 206 2,315 SH   SOLE   0 0 2,315
WASTE CONNECTIONS INC ADR 94106B101 1,010 14,074 SH   SOLE   12,242 0 1,832
WATERSTONE FINANCIAL INC COM 94188P101 6,492 375,281 SH   SOLE   294,294 0 80,987
WAVE LIFE SCIENCES LTD COM Y95308105 2,779 69,299 SH   SOLE   60,590 0 8,709
WEIBO CORP-SPON ADR ADR 948596101 236 1,973 SH   SOLE   1,973 0 0
WEIGHT WATCHERS INTL INC COM 948626106 2,413 37,874 SH   SOLE   28,060 0 9,814
Welltower Inc COM 95040Q104 2,445 44,927 SH   SOLE   10,098 0 34,829
WESTERN ALLIANCE BANCORP COM 957638109 1,750 30,107 SH   SOLE   18,710 0 11,397
WESTERN GAS PARTNERS LP COM 958254104 1,376 32,250 SH   SOLE   0 0 32,250
WESTERN UNION CO COM 959802109 205 10,659 SH   SOLE   0 0 10,659
WILLIAMS COS INC COM 969457100 4,183 168,265 SH   SOLE   0 0 168,265
WILLIAMS PARTNERS LP COM 96949L105 4,319 125,445 SH   SOLE   0 0 125,445
WINNEBAGO INDUSTRIES COM 974637100 3,786 100,687 SH   SOLE   88,617 0 12,070
WORKDAY INC-CLASS A COM 98138H101 2,097 16,496 SH   SOLE   10,051 0 6,445
WORLDPAY INC COM 981558109 781 9,714 SH   SOLE   0 0 9,714
XCEL ENERGY INC COM 98389B100 1,130 24,840 SH   SOLE   0 0 24,840
XPO LOGISTICS INC COM 983793100 30,502 299,597 SH   SOLE   269,677 0 29,920
XYLEM INC COM 98419M100 1,732 22,521 SH   SOLE   19,589 0 2,932
YANDEX NV-A ADR N97284108 26,574 673,611 SH   SOLE   490,025 0 183,586
YPF S.A.-SPONSORED ADR ADR 984245100 699 32,326 SH   SOLE   32,326 0 0
YUM CHINA HOLDINGS INC COM 98850P109 21,766 524,487 SH   SOLE   390,105 0 134,382
ZAYO GROUP HOLDINGS INC COM 98919V105 4,091 119,763 SH   SOLE   25,592 0 94,171
ZENDESK INC COM 98936J101 3,864 80,713 SH   SOLE   55,550 0 25,163