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
ACCELERON PHARMA INC COM 00434H108 19,512 402,148 SH   SOLE   291,420 0 110,728
ACI WORLDWIDE INC COM 004498101 54,195 2,196,781 SH   SOLE   1,592,169 0 604,612
ACTIVISION BLIZZARD INC COM 00507V109 10,692 140,099 SH   SOLE   110,031 0 30,068
ADVANCE AUTO PARTS INC COM 00751Y106 499,186 3,678,602 SH   SOLE   3,325,310 0 353,292
AGILENT TECHNOLOGIES INC COM 00846U101 7,141 115,476 SH   SOLE   115,476 0 0
AGILENT TECHNOLOGIES INC OPTIONS 00846U101 2,535 41,000 SH Call SOLE   0 0 0
AIR LEASE CORP CL A 00912X302 252,984 6,027,741 SH   SOLE   5,684,237 0 343,504
ALBEMARLE CORP COM 012653101 129,435 1,372,148 SH   SOLE   1,307,768 0 64,380
ALEXION PHARMACEUTICALS INC COM 015351109 136,273 1,097,644 SH   SOLE   1,044,864 0 52,780
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 412,406 2,222,856 SH   SOLE   2,034,204 0 188,652
ALIBABA GROUP HLDG LTD OPTIONS 01609W102 2,783 15,000 SH Put SOLE   0 0 0
ALIGN TECHNOLOGY INC COM 016255101 119,074 348,027 SH   SOLE   331,937 0 16,090
ALLEGHANY CORP DEL COM 017175100 71,903 125,055 SH   SOLE   115,379 0 9,676
ALLERGAN PLC SHS G0177J108 60,011 359,953 SH   SOLE   359,953 0 0
ALLSTATE CORP COM 020002101 57,339 628,234 SH   SOLE   576,146 0 52,088
ALPHABET INC CAP STK CL A 02079K305 734,097 650,109 SH   SOLE   585,613 0 64,496
ALPHABET INC CAP STK CL C 02079K107 299,520 268,471 SH   SOLE   247,062 0 21,409
ALTERYX INC COM CL A 02156B103 5,653 148,145 SH   SOLE   148,145 0 0
AMAZON COM INC COM 023135106 504,664 296,896 SH   SOLE   262,640 0 34,256
AMBARELLA INC SHS G037AX101 17,501 453,287 SH   SOLE   328,365 0 124,922
AMERCO COM 023586100 146,686 411,865 SH   SOLE   377,567 0 34,298
AMERICAN EXPRESS CO COM 025816109 485,848 4,957,635 SH   SOLE   4,481,471 0 476,164
AMERISOURCEBERGEN CORP COM 03073E105 59,386 696,449 SH   SOLE   639,181 0 57,268
ANALOG DEVICES INC COM 032654105 146,381 1,526,072 SH   SOLE   1,399,402 0 126,670
ANDEAVOR COM 03349M105 167,557 1,277,304 SH   SOLE   1,171,401 0 105,903
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 21,245 1,126,433 SH   SOLE   816,013 0 310,420
ANTHEM INC COM 036752103 425,690 1,788,388 SH   SOLE   1,628,778 0 159,610
AON PLC SHS CL A G0408V102 1,249,313 9,107,769 SH   SOLE   8,358,200 0 749,569
APACHE CORP COM 037411105 160,667 3,436,720 SH   SOLE   3,238,952 0 197,768
APPLE INC COM 037833100 95,080 513,642 SH   SOLE   513,642 0 0
APPLIED MATLS INC COM 038222105 11,400 246,807 SH   SOLE   177,176 0 69,631
APTIV PLC SHS G6095L109 728,974 7,955,631 SH   SOLE   7,414,470 0 541,161
ARCH CAP GROUP LTD ORD G0450A105 1,441,109 54,463,667 SH   SOLE   51,027,752 0 3,435,915
ARROW ELECTRS INC COM 042735100 125,440 1,666,308 SH   SOLE   1,527,981 0 138,327
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 5,795 87,111 SH   SOLE   63,079 0 24,032
ASML HOLDING N V N Y REGISTRY SHS N07059210 459,894 2,323,047 SH   SOLE   2,139,813 0 183,234
ATLASSIAN CORP PLC CL A G06242104 641,308 10,257,648 SH   SOLE   9,320,381 0 937,267
AUTOMATIC DATA PROCESSING IN COM 053015103 7,763 57,875 SH   SOLE   57,875 0 0
AUTONATION INC COM 05329W102 243,666 5,015,761 SH   SOLE   4,694,590 0 321,171
AXALTA COATING SYS LTD COM G0750C108 124,057 4,092,929 SH   SOLE   3,752,115 0 340,814
BAIDU INC SPON ADR REP A 056752108 1,449,201 5,963,792 SH   SOLE   5,596,004 0 367,788
BANK AMER CORP COM 060505104 518,313 18,386,415 SH   SOLE   16,745,875 0 1,640,540
BANK NEW YORK MELLON CORP COM 064058100 737,154 13,668,727 SH   SOLE   12,353,277 0 1,315,450
BENEFITFOCUS INC COM 08180D106 39,865 1,186,444 SH   SOLE   859,965 0 326,479
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 90,874 486,866 SH   SOLE   486,866 0 0
BLACKBERRY LTD COM 09228F103 310 32,156 SH   SOLE   32,156 0 0
BLACKLINE INC COM 09239B109 49,527 1,140,378 SH   SOLE   826,567 0 313,811
BLOCK H & R INC COM 093671105 61,830 2,714,242 SH   SOLE   2,489,407 0 224,835
BOOKING HLDGS INC COM 09857L108 222,258 109,644 SH   SOLE   99,917 0 9,727
BOSTON SCIENTIFIC CORP COM 101137107 828,378 25,332,660 SH   SOLE   23,530,734 0 1,801,926
BOTTOMLINE TECH DEL INC COM 101388106 2,023 40,599 SH   SOLE   40,599 0 0
BOX INC CL A 10316T104 133,058 5,324,465 SH   SOLE   4,776,500 0 547,965
BRIGHT HORIZONS FAM SOL IN D COM 109194100 53,267 519,581 SH   SOLE   375,890 0 143,691
BROADCOM INC COM 11135F101 290,654 1,197,883 SH   SOLE   1,091,091 0 106,792
BURLINGTON STORES INC COM 122017106 38,348 254,751 SH   SOLE   184,486 0 70,265
BWX TECHNOLOGIES INC COM 05605H100 238,704 3,830,293 SH   SOLE   3,446,449 0 383,844
CAE INC COM 124765108 14,456 695,882 SH   SOLE   499,264 0 196,618
CALLON PETE CO DEL COM 13123X102 20,241 1,884,601 SH   SOLE   1,365,896 0 518,705
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 129,452 2,199,702 SH   SOLE   1,829,332 0 370,370
CANADIAN PAC RY LTD COM 13645T100 609,041 3,327,729 SH   SOLE   2,879,872 0 447,857
CARDINAL HEALTH INC COM 14149Y108 40,595 831,347 SH   SOLE   831,347 0 0
CBS CORP NEW CL B 124857202 206,853 3,679,348 SH   SOLE   3,473,004 0 206,344
CDK GLOBAL INC COM 12508E101 2,862 43,999 SH   SOLE   43,999 0 0
CELANESE CORP DEL COM SER A 150870103 251,428 2,263,891 SH   SOLE   2,106,223 0 157,668
CHEGG INC COM 163092109 41,113 1,479,400 SH   SOLE   1,071,708 0 407,692
CHUBB LIMITED COM H1467J104 49,505 389,744 SH   SOLE   389,744 0 0
CIGNA CORPORATION COM 125509109 108,497 638,406 SH   SOLE   608,830 0 29,576
CIMAREX ENERGY CO COM 171798101 117,748 1,157,343 SH   SOLE   1,061,344 0 95,999
CINTAS CORP COM 172908105 213,613 1,154,229 SH   SOLE   1,097,920 0 56,309
CISCO SYS INC COM 17275R102 60,353 1,402,579 SH   SOLE   1,402,579 0 0
CISION LTD SHS G1992S109 30,572 2,044,931 SH   SOLE   1,483,373 0 561,558
CITIGROUP INC COM NEW 172967424 764,202 11,419,629 SH   SOLE   10,405,719 0 1,013,910
CITIZENS FINL GROUP INC COM 174610105 19,901 511,586 SH   SOLE   366,263 0 145,323
CME GROUP INC COM CL A 12572Q105 22,456 136,995 SH   SOLE   115,513 0 21,482
COCA COLA EUROPEAN PARTNERS SHS G25839104 40,378 993,563 SH   SOLE   873,607 0 119,956
COGNEX CORP COM 192422103 20,620 462,235 SH   SOLE   334,983 0 127,252
COHERENT INC COM 192479103 76,470 488,877 SH   SOLE   447,148 0 41,729
COMCAST CORP NEW CL A 20030N101 62,904 1,917,229 SH   SOLE   1,917,229 0 0
CONCHO RES INC COM 20605P101 270,659 1,956,336 SH   SOLE   1,865,581 0 90,755
COPA HOLDINGS SA CL A P31076105 24,565 259,622 SH   SOLE   259,622 0 0
CREDICORP LTD COM G2519Y108 47,854 212,571 SH   SOLE   212,571 0 0
CREE INC COM 225447101 90,949 2,187,858 SH   SOLE   1,942,844 0 245,014
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 2,333 48,990 SH   SOLE   48,990 0 0
CUBIC CORP COM 229669106 21,970 342,216 SH   SOLE   266,890 0 75,326
CURTISS WRIGHT CORP COM 231561101 40,183 337,617 SH   SOLE   263,158 0 74,459
DANAHER CORP DEL COM 235851102 6,520 66,067 SH   SOLE   66,067 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 195,525 4,301,033 SH   SOLE   3,913,868 0 387,165
DEVON ENERGY CORP NEW COM 25179M103 269,168 6,123,012 SH   SOLE   5,748,849 0 374,163
DEXCOM INC COM 252131107 63,217 665,583 SH   SOLE   481,051 0 184,532
DIAMONDBACK ENERGY INC COM 25278X109 662 5,035 SH   SOLE   5,035 0 0
DISCOVER FINL SVCS COM 254709108 15,838 224,939 SH   SOLE   213,863 0 11,076
DISH NETWORK CORP NOTE 2.375% 3/1 25470MAD1 16,908 19,200,000 PRN   SOLE   0 0 19,200,000
DONALDSON INC COM 257651109 57,851 1,282,156 SH   SOLE   929,146 0 353,010
DOWDUPONT INC COM 26078J100 76,817 1,165,310 SH   SOLE   1,069,292 0 96,018
EDWARDS LIFESCIENCES CORP COM 28176E108 259,442 1,782,246 SH   SOLE   1,697,341 0 84,905
ELECTRONIC ARTS INC COM 285512109 7,234 51,295 SH   SOLE   51,295 0 0
ELECTRONIC ARTS INC OPTIONS 285512109 818 5,800 SH Put SOLE   0 0 0
ELLIE MAE INC COM 28849P100 47,422 456,684 SH   SOLE   331,043 0 125,641
ENEL AMERICAS S A SPONSORED ADR 29274F104 25,542 2,899,243 SH   SOLE   2,082,556 0 816,687
EOG RES INC COM 26875P101 47,550 382,146 SH   SOLE   382,146 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 114,341 3,629,882 SH   SOLE   3,329,163 0 300,719
EXACT SCIENCES CORP COM 30063P105 112,377 1,879,525 SH   SOLE   1,790,329 0 89,196
EXPEDIA GROUP INC COM NEW 30212P303 654,539 5,445,867 SH   SOLE   5,033,313 0 412,554
FACEBOOK INC CL A 30303M102 152,580 785,198 SH   SOLE   704,805 0 80,393
FEDEX CORP COM 31428X106 282,648 1,244,817 SH   SOLE   1,120,789 0 124,028
FIDELITY NATL INFORMATION SV COM 31620M106 30,090 283,784 SH   SOLE   203,849 0 79,935
FIFTH THIRD BANCORP COM 316773100 151,632 5,283,350 SH   SOLE   4,844,919 0 438,431
FIRST REP BK SAN FRANCISCO C COM 33616C100 253,784 2,622,002 SH   SOLE   2,492,807 0 129,195
FLEXION THERAPEUTICS INC COM 33938J106 14,057 543,788 SH   SOLE   390,242 0 153,546
FLIR SYS INC COM 302445101 109,232 2,101,834 SH   SOLE   1,994,728 0 107,106
FLOOR & DECOR HLDGS INC CL A 339750101 28,757 582,944 SH   SOLE   422,798 0 160,146
FLUOR CORP NEW COM 343412102 286,135 5,865,827 SH   SOLE   5,407,367 0 458,460
FORTIVE CORP COM 34959J108 185,524 2,405,962 SH   SOLE   2,298,779 0 107,183
GARDNER DENVER HLDGS INC COM 36555P107 272,769 9,281,012 SH   SOLE   8,446,234 0 834,778
GCI LIBERTY INC COM CLASS A 36164V305 129,791 2,879,137 SH   SOLE   2,673,548 0 205,589
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 11,124 384,246 SH   SOLE   369,864 0 14,382
GENTEX CORP COM 371901109 142,690 6,198,542 SH   SOLE   5,684,057 0 514,485
GLAUKOS CORP COM 377322102 17,323 426,246 SH   SOLE   308,459 0 117,787
GLOBAL PMTS INC COM 37940X102 552,380 4,954,524 SH   SOLE   4,727,925 0 226,599
GOLDMAN SACHS GROUP INC COM 38141G104 52,032 235,899 SH   SOLE   235,899 0 0
GRANA Y MONTERO S A A SPONSORED ADR 38500P208 1,452 460,995 SH   SOLE   460,995 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 55,357 1,678,503 SH   SOLE   1,678,503 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 2,019 190,874 SH   SOLE   190,874 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 361,124 4,067,630 SH   SOLE   3,626,503 0 441,127
HALOZYME THERAPEUTICS INC COM 40637H109 28,831 1,709,020 SH   SOLE   1,238,049 0 470,971
HARRIS CORP DEL COM 413875105 280,287 1,939,167 SH   SOLE   1,778,391 0 160,776
HARRIS CORP DEL OPTIONS 413875105 8,918 61,700 SH Call SOLE   0 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 488,668 4,653,090 SH   SOLE   4,331,064 0 322,026
HEALTHEQUITY INC COM 42226A107 40,696 541,885 SH   SOLE   392,545 0 149,340
HEICO CORP NEW COM 422806109 35,839 491,419 SH   SOLE   382,461 0 108,958
HESS CORP COM 42809H107 284,170 4,248,313 SH   SOLE   3,986,041 0 262,272
HEXCEL CORP NEW COM 428291108 73,920 1,113,592 SH   SOLE   1,062,169 0 51,423
HORIZON PHARMA INVT LTD NOTE 2.500% 3/1 44052TAB7 8,427 8,805,000 PRN   SOLE   0 0 8,805,000
HUAZHU GROUP LTD SPONSORED ADS 44332N106 29,495 702,418 SH   SOLE   702,418 0 0
HUBSPOT INC COM 443573100 122,444 976,430 SH   SOLE   848,996 0 127,434
IAC INTERACTIVECORP COM 44919P508 181,821 1,192,348 SH   SOLE   1,093,413 0 98,935
ICICI BK LTD ADR 45104G104 30,986 3,858,822 SH   SOLE   3,858,822 0 0
IDEX CORP COM 45167R104 19,751 144,717 SH   SOLE   104,714 0 40,003
IHS MARKIT LTD SHS G47567105 1,584,673 30,716,677 SH   SOLE   28,281,945 0 2,434,732
IMPERIAL OIL LTD COM NEW 453038408 965,326 29,040,420 SH   SOLE   27,477,051 0 1,563,369
INGEVITY CORP COM 45688C107 19,759 244,356 SH   SOLE   177,101 0 67,255
INTERCONTINENTAL EXCHANGE IN COM 45866F104 142,087 1,931,841 SH   SOLE   1,666,016 0 265,825
INTERXION HOLDING N.V SHS N47279109 82,441 1,320,748 SH   SOLE   1,108,911 0 211,837
INVESCO QQQ TRUST SERIES 1 OPTIONS 46090E103 6,351 37,000 SH Put SOLE   0 0 0
INVESCO QQQ TRUST SERIES 1 OPTIONS 46090E103 3,433 20,000 SH Put SOLE   0 0 0
INVESCO QQQ TRUST SERIES 1 OPTIONS 46090E103 14,934 87,000 SH Put SOLE   0 0 0
IQIYI INC SPONSORED ADS 46267X108 2,249 69,636 SH   SOLE   69,636 0 0
ISHARES TR INDIA 50 ETF 464289529 4,111 116,813 SH   SOLE   116,813 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 175,963 2,771,500 SH   SOLE   2,608,237 0 163,263
JD COM INC SPON ADR CL A 47215P106 237,708 6,102,906 SH   SOLE   5,560,041 0 542,865
JOHN BEAN TECHNOLOGIES CORP COM 477839104 61,110 687,407 SH   SOLE   497,189 0 190,218
JOHNSON & JOHNSON COM 478160104 291,592 2,403,101 SH   SOLE   2,172,579 0 230,522
KELLOGG CO COM 487836108 65,600 938,880 SH   SOLE   895,393 0 43,487
KIRBY CORP COM 497266106 134,479 1,608,596 SH   SOLE   1,474,322 0 134,274
KROGER CO COM 501044101 173,362 6,093,579 SH   SOLE   5,587,349 0 506,230
L3 TECHNOLOGIES INC COM 502413107 2,861 14,875 SH   SOLE   14,875 0 0
LAM RESEARCH CORP COM 512807108 147,617 854,017 SH   SOLE   812,385 0 41,632
LAMB WESTON HLDGS INC COM 513272104 42,497 620,297 SH   SOLE   466,451 0 153,846
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 95,923 2,183,038 SH   SOLE   2,052,435 0 130,603
LKQ CORP COM 501889208 591,395 18,539,025 SH   SOLE   17,200,464 0 1,338,561
LOEWS CORP COM 540424108 85,169 1,764,071 SH   SOLE   1,617,916 0 146,155
LOWES COS INC COM 548661107 206,665 2,162,450 SH   SOLE   1,969,025 0 193,425
LULULEMON ATHLETICA INC COM 550021109 130,068 1,041,792 SH   SOLE   993,465 0 48,327
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 57,729 525,524 SH   SOLE   525,524 0 0
M & T BK CORP COM 55261F104 133,305 783,458 SH   SOLE   718,430 0 65,028
MARKETAXESS HLDGS INC COM 57060D108 54,723 276,574 SH   SOLE   263,734 0 12,840
MARSH & MCLENNAN COS INC COM 571748102 644,302 7,860,217 SH   SOLE   7,103,335 0 756,882
MASTERCARD INCORPORATED CL A 57636Q104 41,106 209,172 SH   SOLE   149,976 0 59,196
MAXIM INTEGRATED PRODS INC COM 57772K101 163,780 2,792,024 SH   SOLE   2,663,369 0 128,655
MEDTRONIC PLC SHS G5960L103 2,007,035 23,443,933 SH   SOLE   21,574,307 0 1,869,626
MERCADOLIBRE INC COM 58733R102 87,434 292,491 SH   SOLE   279,468 0 13,023
MICROCHIP TECHNOLOGY INC COM 595017104 96,187 1,057,578 SH   SOLE   1,006,626 0 50,952
MICROSOFT CORP COM 594918104 183,962 1,865,549 SH   SOLE   1,693,310 0 172,239
MOMO INC ADR 60879B107 9,065 208,387 SH   SOLE   149,883 0 58,504
MONOLITHIC PWR SYS INC COM 609839105 25,970 194,287 SH   SOLE   140,797 0 53,490
MONSTER BEVERAGE CORP NEW COM 61174X109 141,623 2,471,604 SH   SOLE   2,350,871 0 120,733
MOTOROLA SOLUTIONS INC COM NEW 620076307 237,929 2,044,591 SH   SOLE   1,945,417 0 99,174
MRC GLOBAL INC COM 55345K103 21,725 1,002,522 SH   SOLE   725,458 0 277,064
NEOGENOMICS INC COM NEW 64049M209 28,515 2,175,072 SH   SOLE   1,572,285 0 602,787
NETEASE INC SPONSORED ADR 64110W102 283,299 1,121,223 SH   SOLE   984,568 0 136,655
NEUROCRINE BIOSCIENCES INC COM 64125C109 184,460 1,877,645 SH   SOLE   1,687,079 0 190,566
NEVRO CORP COM 64157F103 47,666 596,939 SH   SOLE   431,114 0 165,825
NEW YORK TIMES CO CL A 650111107 120,150 4,638,999 SH   SOLE   4,195,260 0 443,739
NEWS CORP NEW CL A 65249B109 153,439 9,899,296 SH   SOLE   9,264,057 0 635,239
NOAH HLDGS LTD SPON ADS CL A 65487X102 3,304 63,365 SH   SOLE   63,365 0 0
NOBLE ENERGY INC COM 655044105 626,950 17,770,684 SH   SOLE   16,361,601 0 1,409,083
NORTHROP GRUMMAN CORP COM 666807102 7,122 23,146 SH   SOLE   23,146 0 0
NORTHROP GRUMMAN CORP OPTIONS 666807102 4,154 13,500 SH Call SOLE   0 0 0
NOVANTA INC COM 67000B104 48,008 770,587 SH   SOLE   561,009 0 209,578
NUTRIEN LTD COM 67077M108 196,494 3,613,342 SH   SOLE   3,442,720 0 170,622
OAKTREE CAP GROUP LLC UNIT CL A 674001201 51,713 1,272,150 SH   SOLE   1,272,150 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 68,221 815,262 SH   SOLE   815,262 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 54,392 750,234 SH   SOLE   545,659 0 204,575
OMNICOM GROUP INC COM 681919106 132,147 1,732,619 SH   SOLE   1,587,786 0 144,833
ORACLE CORP COM 68389X105 690,037 15,661,304 SH   SOLE   14,304,117 0 1,357,187
PAGSEGURO DIGITAL LTD COM CL A G68707101 229,190 8,259,082 SH   SOLE   7,748,201 0 510,881
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1,383 38,653 SH   SOLE   38,653 0 0
PAYLOCITY HLDG CORP COM 70438V106 12,850 218,310 SH   SOLE   158,204 0 60,106
PAYPAL HLDGS INC COM 70450Y103 27,289 327,715 SH   SOLE   235,996 0 91,719
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 724 81,852 SH   SOLE   81,852 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 369,954 36,884,773 SH   SOLE   32,085,977 0 4,798,796
PIONEER NAT RES CO COM 723787107 447,298 2,363,653 SH   SOLE   2,152,127 0 211,526
POLARIS INDS INC COM 731068102 59,150 484,122 SH   SOLE   461,733 0 22,389
PROGRESSIVE CORP OHIO COM 743315103 1,061,511 17,946,090 SH   SOLE   16,607,375 0 1,338,715
PROOFPOINT INC COM 743424103 321,099 2,784,659 SH   SOLE   2,474,112 0 310,547
PTC INC COM 69370C100 29,982 319,608 SH   SOLE   229,631 0 89,977
Q2 HLDGS INC COM 74736L109 112,477 1,971,546 SH   SOLE   1,426,865 0 544,681
QUALCOMM INC COM 747525103 619,113 11,031,956 SH   SOLE   9,970,627 0 1,061,329
QURATE RETAIL INC COM SER A 74915M100 194,682 9,174,462 SH   SOLE   8,626,454 0 548,008
RADIUS HEALTH INC COM NEW 750469207 6,763 229,497 SH   SOLE   166,476 0 63,021
RAYTHEON CO COM NEW 755111507 45,755 236,853 SH   SOLE   178,158 0 58,695
ROCKWELL COLLINS INC COM 774341101 71,279 529,245 SH   SOLE   485,392 0 43,853
ROGERS CORP COM 775133101 25,491 228,701 SH   SOLE   165,666 0 63,035
ROPER TECHNOLOGIES INC COM 776696106 250,169 906,704 SH   SOLE   862,204 0 44,500
RSP PERMIAN INC COM 74978Q105 11,950 271,465 SH   SOLE   196,939 0 74,526
RYDER SYS INC COM 783549108 123,589 1,719,863 SH   SOLE   1,577,341 0 142,522
S&P GLOBAL INC COM 78409V104 486,990 2,388,495 SH   SOLE   2,211,897 0 176,598
SALESFORCE COM INC COM 79466L302 302,621 2,218,629 SH   SOLE   2,028,119 0 190,510
SALESFORCE COM INC OPTIONS 79466L302 3,887 28,500 SH Put SOLE   0 0 0
SIMON PPTY GROUP INC NEW COM 828806109 47,731 280,460 SH   SOLE   280,460 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 18,449 219,710 SH   SOLE   159,117 0 60,593
SMITH A O COM 831865209 96,872 1,637,742 SH   SOLE   1,553,149 0 84,593
SPDR S&P500 ETF TRUST OPTIONS 78462F103 8,817 32,500 SH Put SOLE   0 0 0
SPLUNK INC COM 848637104 4,150 41,873 SH   SOLE   41,873 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 5,463 32,472 SH   SOLE   32,472 0 0
STANLEY BLACK & DECKER INC COM 854502101 171,515 1,291,435 SH   SOLE   1,229,541 0 61,894
STARBUCKS CORP COM 855244109 52,270 1,070,004 SH   SOLE   1,070,004 0 0
STATE STR CORP COM 857477103 501,678 5,389,168 SH   SOLE   4,908,706 0 480,462
STORE CAP CORP COM 862121100 45,797 1,671,420 SH   SOLE   1,530,705 0 140,715
SVB FINL GROUP COM 78486Q101 234,552 812,272 SH   SOLE   750,976 0 61,296
SYNCHRONY FINL COM 87165B103 65,849 1,972,716 SH   SOLE   1,972,716 0 0
TABLEAU SOFTWARE INC CL A 87336U105 397,029 4,061,682 SH   SOLE   3,726,464 0 335,218
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 56,027 1,532,454 SH   SOLE   1,532,454 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 134,331 1,134,939 SH   SOLE   1,079,986 0 54,953
TAKE-TWO INTERACTIVE SOFTWARE OPTIONS 874054109 840 7,100 SH Put SOLE   0 0 0
TAL ED GROUP SPONSORED ADS 874080104 29,082 790,273 SH   SOLE   790,273 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 262,590 4,794,421 SH   SOLE   4,572,141 0 222,280
TE CONNECTIVITY LTD REG SHS H84989104 556,696 6,181,386 SH   SOLE   5,963,758 0 217,628
TELADOC INC COM 87918A105 8,998 155,000 SH   SOLE   112,856 0 42,144
TELEDYNE TECHNOLOGIES INC COM 879360105 92,052 462,431 SH   SOLE   362,354 0 100,077
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,097,001 92,417,978 SH   SOLE   86,320,493 0 6,097,485
THERMO FISHER SCIENTIFIC INC COM 883556102 4,566 22,044 SH   SOLE   22,044 0 0
TIFFANY & CO NEW COM 886547108 58,797 446,784 SH   SOLE   426,078 0 20,706
TORCHMARK CORP COM 891027104 149,715 1,839,028 SH   SOLE   1,686,404 0 152,624
TRANSUNION COM 89400J107 236,268 3,297,996 SH   SOLE   3,139,726 0 158,270
TRIPADVISOR INC COM 896945201 117,149 2,102,830 SH   SOLE   1,928,492 0 174,338
TWITTER INC COM 90184L102 101,153 2,316,304 SH   SOLE   2,209,219 0 107,085
TYLER TECHNOLOGIES INC COM 902252105 62,455 281,200 SH   SOLE   203,358 0 77,842
UNDER ARMOUR INC CL A 904311107 29,009 1,290,454 SH   SOLE   1,230,485 0 59,969
UNITED TECHNOLOGIES CORP COM 913017109 291,687 2,332,933 SH   SOLE   2,156,924 0 176,009
VEEVA SYS INC CL A COM 922475108 395,812 5,149,777 SH   SOLE   4,630,092 0 519,685
VERISK ANALYTICS INC COM 92345Y106 5,874 54,567 SH   SOLE   54,567 0 0
VIEWRAY INC COM 92672L107 6,852 990,183 SH   SOLE   886,429 0 103,754
VIRTU FINL INC CL A 928254101 35,698 1,344,547 SH   SOLE   974,415 0 370,132
VISA INC COM CL A 92826C839 1,097,468 8,285,906 SH   SOLE   7,585,195 0 700,711
VISTEON CORP COM NEW 92839U206 82,219 636,173 SH   SOLE   461,757 0 174,416
VULCAN MATLS CO COM 929160109 136,067 1,054,296 SH   SOLE   1,002,646 0 51,650
WABCO HLDGS INC COM 92927K102 213,195 1,821,868 SH   SOLE   1,602,486 0 219,382
WABTEC CORP COM 929740108 199,926 2,028,063 SH   SOLE   1,930,782 0 97,281
WAYFAIR INC CL A 94419L101 147,382 1,241,004 SH   SOLE   1,181,469 0 59,535
WEBSTER FINL CORP CONN COM 947890109 80,451 1,262,960 SH   SOLE   921,365 0 341,595
WEIBO CORP SPONSORED ADR 948596101 109,350 1,231,969 SH   SOLE   1,081,548 0 150,421
WELLS FARGO CO NEW COM 949746101 68,918 1,243,103 SH   SOLE   1,243,103 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 116,495 1,173,281 SH   SOLE   1,114,414 0 58,867
WORLD FUEL SVCS CORP COM 981475106 29,419 1,441,417 SH   SOLE   1,322,426 0 118,991
WORLDPAY INC CL A 981558109 203,506 2,488,456 SH   SOLE   2,370,078 0 118,378
YANDEX N V SHS CLASS A N97284108 92,192 2,568,015 SH   SOLE   2,466,830 0 101,185
YUM CHINA HLDGS INC COM 98850P109 46,054 1,197,462 SH   SOLE   1,197,462 0 0
ZUORA INC COM CL A 98983V106 8,325 306,072 SH   SOLE   221,873 0 84,199
ZYNGA INC CL A 98986T108 161,560 39,695,436 SH   SOLE   35,776,573 0 3,918,863