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
ABBOTT LABS COM 002824100 33,924 462,426 SH   SOLE   331,844 0 130,582
ACCELERON PHARMA INC COM 00434H108 29,325 512,411 SH   SOLE   387,057 0 125,354
ACI WORLDWIDE INC COM 004498101 66,621 2,367,492 SH   SOLE   1,787,526 0 579,966
ACTIVISION BLIZZARD INC COM 00507V109 224,396 2,697,390 SH   SOLE   2,455,549 0 241,841
ACUITY BRANDS INC COM 00508Y102 2,849 18,121 SH   SOLE   18,121 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 518,576 3,080,712 SH   SOLE   2,793,725 0 286,987
ADVANCED MICRO DEVICES INC COM 007903107 168,661 5,460,048 SH   SOLE   5,186,125 0 273,923
AGILENT TECHNOLOGIES INC COM 00846U101 11,358 161,013 SH   SOLE   161,013 0 0
AGILENT TECHNOLOGIES INC OPTIONS 00846U101 3,703 52,500 SH Call SOLE   0 0 0
AIR LEASE CORP CL A 00912X302 275,215 5,998,587 SH   SOLE   5,655,083 0 343,504
ALBEMARLE CORP COM 012653101 141,536 1,418,481 SH   SOLE   1,348,406 0 70,075
ALEXION PHARMACEUTICALS INC COM 015351109 193,409 1,391,333 SH   SOLE   1,324,353 0 66,980
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 117,166 711,134 SH   SOLE   711,134 0 0
ALIGN TECHNOLOGY INC COM 016255101 129,258 330,396 SH   SOLE   314,306 0 16,090
ALLEGHANY CORP DEL COM 017175100 73,368 112,436 SH   SOLE   102,760 0 9,676
ALLERGAN PLC SHS G0177J108 607,171 3,187,582 SH   SOLE   2,993,583 0 193,999
ALPHABET INC CAP STK CL A 02079K305 782,638 648,373 SH   SOLE   584,650 0 63,723
ALPHABET INC CAP STK CL C 02079K107 326,218 273,336 SH   SOLE   252,479 0 20,857
AMBARELLA INC SHS G037AX101 18,900 488,616 SH   SOLE   368,761 0 119,855
AMERCO COM 023586100 141,962 398,044 SH   SOLE   363,746 0 34,298
AMERICAN EXPRESS CO COM 025816109 533,761 5,012,311 SH   SOLE   4,545,430 0 466,881
AMERISOURCEBERGEN CORP COM 03073E105 61,769 669,802 SH   SOLE   612,534 0 57,268
ANALOG DEVICES INC COM 032654105 136,096 1,471,944 SH   SOLE   1,345,274 0 126,670
ANDEAVOR COM 03349M105 119,174 776,376 SH   SOLE   708,867 0 67,509
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 20,541 1,214,003 SH   SOLE   916,171 0 297,832
ANTHEM INC COM 036752103 530,547 1,935,949 SH   SOLE   1,756,788 0 179,161
AON PLC SHS CL A G0408V102 1,424,565 9,263,655 SH   SOLE   8,409,961 0 853,694
APACHE CORP COM 037411105 143,127 3,002,446 SH   SOLE   2,840,694 0 161,752
APPLE INC COM 037833100 104,655 463,610 SH   SOLE   463,610 0 0
APPTIO INC CL A 03835C108 15,201 411,289 SH   SOLE   295,129 0 116,160
APTIV PLC SHS G6095L109 698,132 8,321,007 SH   SOLE   7,741,545 0 579,462
ARCH CAP GROUP LTD ORD G0450A105 1,611,149 54,047,283 SH   SOLE   50,792,443 0 3,254,840
ARGENX SE SPONSORED ADR 04016X101 17,656 232,808 SH   SOLE   175,795 0 57,013
ARROW ELECTRS INC COM 042735100 118,482 1,607,189 SH   SOLE   1,468,862 0 138,327
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 16,416 231,672 SH   SOLE   174,928 0 56,744
ASML HOLDING N V N Y REGISTRY SHS N07059210 454,186 2,415,625 SH   SOLE   2,226,921 0 188,704
ATLASSIAN CORP PLC CL A G06242104 862,782 8,974,220 SH   SOLE   8,372,928 0 601,292
AUTOMATIC DATA PROCESSING IN COM 053015103 12,759 84,689 SH   SOLE   84,689 0 0
AUTONATION INC COM 05329W102 218,034 5,247,500 SH   SOLE   4,926,329 0 321,171
AXALTA COATING SYS LTD COM G0750C108 115,347 3,955,659 SH   SOLE   3,614,845 0 340,814
BAIDU INC SPON ADR REP A 056752108 1,424,716 6,230,172 SH   SOLE   5,867,874 0 362,298
BANK AMER CORP COM 060505104 619,625 21,032,751 SH   SOLE   19,143,258 0 1,889,493
BANK NEW YORK MELLON CORP COM 064058100 712,948 13,982,111 SH   SOLE   12,678,590 0 1,303,521
BENEFITFOCUS INC COM 08180D106 51,725 1,278,737 SH   SOLE   965,479 0 313,258
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 110,707 517,058 SH   SOLE   517,058 0 0
BIO RAD LABS INC CL A 090572207 8,444 26,980 SH   SOLE   19,362 0 7,618
BLACKBERRY LTD COM 09228F103 26,556 2,333,563 SH   SOLE   1,795,373 0 538,190
BLACKLINE INC COM 09239B109 69,403 1,229,031 SH   SOLE   927,983 0 301,048
BLOCK H & R INC COM 093671105 118,640 4,607,394 SH   SOLE   4,209,760 0 397,634
BOEING CO COM 097023105 6,450 17,343 SH   SOLE   17,343 0 0
BOEING CO OPTIONS 097023105 6,694 18,000 SH Call SOLE   0 0 0
BOOKING HLDGS INC COM 09857L108 216,925 109,337 SH   SOLE   99,610 0 9,727
BOSTON SCIENTIFIC CORP COM 101137107 955,777 24,825,387 SH   SOLE   23,023,461 0 1,801,926
BOTTOMLINE TECH DEL INC COM 101388106 5,791 79,648 SH   SOLE   79,648 0 0
BOX INC CL A 10316T104 155,594 6,507,495 SH   SOLE   5,860,435 0 647,060
BRIGHT HORIZONS FAM SOL IN D COM 109194100 65,981 559,922 SH   SOLE   422,024 0 137,898
BURLINGTON STORES INC COM 122017106 31,402 192,743 SH   SOLE   145,591 0 47,152
BWX TECHNOLOGIES INC COM 05605H100 241,378 3,859,585 SH   SOLE   3,475,741 0 383,844
CAE INC COM 124765108 12,692 625,245 SH   SOLE   448,582 0 176,663
CALLON PETE CO DEL COM 13123X102 31,040 2,588,784 SH   SOLE   1,955,563 0 633,221
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 255,350 3,956,454 SH   SOLE   3,491,244 0 465,210
CANADIAN NATL RY CO COM 136375102 246,599 2,746,091 SH   SOLE   2,381,409 0 364,682
CANADIAN PAC RY LTD COM 13645T100 646,836 3,051,977 SH   SOLE   2,635,930 0 416,047
CARDINAL HEALTH INC COM 14149Y108 47,688 883,119 SH   SOLE   883,119 0 0
CATERPILLAR INC OPTIONS 149123101 1,220 8,000 SH Put SOLE   0 0 0
CBS CORP NEW CL B 124857202 210,797 3,669,226 SH   SOLE   3,462,882 0 206,344
CELANESE CORP DEL COM 150870103 252,970 2,219,031 SH   SOLE   2,061,363 0 157,668
CHEGG INC COM 163092109 57,684 2,028,982 SH   SOLE   1,532,195 0 496,787
CHIPOTLE MEXICAN GRILL INC COM 169656105 56,135 123,504 SH   SOLE   117,484 0 6,020
CHUBB LIMITED COM H1467J104 55,300 413,798 SH   SOLE   413,798 0 0
CIMAREX ENERGY CO COM 171798101 124,311 1,337,537 SH   SOLE   1,223,338 0 114,199
CINTAS CORP COM 172908105 154,765 782,391 SH   SOLE   744,701 0 37,690
CISCO SYS INC COM 17275R102 73,363 1,507,969 SH   SOLE   1,507,969 0 0
CISION LTD SHS G1992S109 43,481 2,588,144 SH   SOLE   1,970,497 0 617,647
CITIGROUP INC COM NEW 172967424 796,698 11,105,357 SH   SOLE   10,202,683 0 902,674
CITIZENS FINL GROUP INC COM 174610105 19,769 512,551 SH   SOLE   367,228 0 145,323
CME GROUP INC COM CL A 12572Q105 28,533 167,637 SH   SOLE   145,476 0 22,161
COGNEX CORP COM 192422103 89,473 1,602,888 SH   SOLE   1,426,501 0 176,387
COHERENT INC COM 192479103 88,735 515,331 SH   SOLE   465,748 0 49,583
COMCAST CORP NEW CL A 20030N101 72,676 2,052,426 SH   SOLE   2,052,426 0 0
CONCHO RES INC COM 20605P101 283,767 1,857,725 SH   SOLE   1,766,970 0 90,755
COPA HOLDINGS SA CL A P31076105 1,082 13,552 SH   SOLE   13,552 0 0
CORESITE RLTY CORP COM 21870Q105 8,032 72,266 SH   SOLE   72,266 0 0
CREDICORP LTD COM G2519Y108 51,104 229,086 SH   SOLE   229,086 0 0
CREE INC COM 225447101 269,702 7,121,790 SH   SOLE   6,471,322 0 650,468
CROWN CASTLE INTL CORP NEW COM 22822V101 6,244 56,086 SH   SOLE   56,086 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 1,817 48,892 SH   SOLE   48,892 0 0
CUBIC CORP COM 229669106 27,391 374,959 SH   SOLE   299,633 0 75,326
CURTISS WRIGHT CORP COM 231561101 58,637 426,699 SH   SOLE   341,145 0 85,554
DANAHER CORP DEL COM 235851102 13,483 124,080 SH   SOLE   124,080 0 0
DELPHI TECHNOLOGIES PLC SHS G2709G107 227,798 7,263,974 SH   SOLE   6,625,831 0 638,143
DENTSPLY SIRONA INC COM 24906P109 412,275 10,924,094 SH   SOLE   9,905,898 0 1,018,196
DEVON ENERGY CORP NEW COM 25179M103 188,357 4,715,999 SH   SOLE   4,436,668 0 279,331
DEXCOM INC COM 252131107 102,035 713,333 SH   SOLE   536,262 0 177,071
DIAMONDBACK ENERGY INC COM 25278X109 2,029 15,006 SH   SOLE   15,006 0 0
DISH NETWORK CORP NOTE 2.375% 3/1 25470MAD1 17,018 19,200,000 PRN   SOLE   0 0 19,200,000
DOLBY LABORATORIES INC COM 25659T107 18,671 266,837 SH   SOLE   191,442 0 75,395
DONALDSON INC COM 257651109 80,472 1,381,265 SH   SOLE   1,042,914 0 338,351
DOWDUPONT INC COM 26078J100 57,638 896,255 SH   SOLE   896,255 0 0
DOWDUPONT INC OPTIONS 26078J100 15,563 242,000 SH Call SOLE   0 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 294,716 1,692,798 SH   SOLE   1,607,893 0 84,905
ELANCO ANIMAL HEALTH INC COM 28414H103 774 22,195 SH   SOLE   15,859 0 6,336
ELLIE MAE INC COM 28849P100 46,649 492,239 SH   SOLE   371,656 0 120,583
EOG RES INC COM 26875P101 51,843 406,385 SH   SOLE   406,385 0 0
EQUINIX INC COM PAR $0.001 29444U700 19,668 45,435 SH   SOLE   45,435 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 112,187 3,495,998 SH   SOLE   3,195,279 0 300,719
EVENTBRITE INC COM CL A 29975E109 2,800 73,746 SH   SOLE   56,113 0 17,633
EXACT SCIENCES CORP COM 30063P105 164,067 2,078,909 SH   SOLE   1,975,361 0 103,548
EXPEDIA GROUP INC COM NEW 30212P303 716,716 5,492,916 SH   SOLE   5,083,902 0 409,014
FACEBOOK INC CL A 30303M102 106,017 644,636 SH   SOLE   614,059 0 30,577
FARFETCH LTD ORD SH CL A 30744W107 1,290 47,392 SH   SOLE   47,392 0 0
FEDEX CORP COM 31428X106 301,635 1,252,689 SH   SOLE   1,132,828 0 119,861
FIDELITY NATL INFORMATION SV COM 31620M106 28,791 263,969 SH   SOLE   189,574 0 74,395
FIFTH THIRD BANCORP COM 316773100 142,283 5,096,094 SH   SOLE   4,657,663 0 438,431
FIRST REP BK SAN FRANCISCO C COM 33616C100 241,404 2,514,626 SH   SOLE   2,385,431 0 129,195
FLEXION THERAPEUTICS INC COM 33938J106 7,335 392,022 SH   SOLE   281,409 0 110,613
FLIR SYS INC COM 302445101 184,440 3,000,496 SH   SOLE   2,849,251 0 151,245
FLOOR & DECOR HLDGS INC CL A 339750101 18,924 627,252 SH   SOLE   473,238 0 154,014
FLUOR CORP NEW COM 343412102 304,632 5,243,232 SH   SOLE   4,835,759 0 407,473
FORTIVE CORP COM 34959J108 200,516 2,381,431 SH   SOLE   2,274,248 0 107,183
GARDNER DENVER HLDGS INC COM 36555P107 291,193 10,274,979 SH   SOLE   9,335,134 0 939,845
GCI LIBERTY INC COM CLASS A 36164V305 143,202 2,807,878 SH   SOLE   2,602,289 0 205,589
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 10,323 388,817 SH   SOLE   374,435 0 14,382
GENTEX CORP COM 371901109 128,304 5,978,748 SH   SOLE   5,464,263 0 514,485
GLAUKOS CORP COM 377322102 50,750 781,980 SH   SOLE   590,900 0 191,080
GLOBAL PMTS INC COM 37940X102 603,384 4,736,141 SH   SOLE   4,509,542 0 226,599
GOLDMAN SACHS GROUP INC COM 38141G104 56,156 250,426 SH   SOLE   250,426 0 0
GRANA Y MONTERO S A A SPONSORED ADS 38500P208 1,117 413,775 SH   SOLE   413,775 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 13,904 546,765 SH   SOLE   546,765 0 0
GRUPO SUPERVIELLE S A SPONSORED ADR 40054A108 1,480 192,994 SH   SOLE   192,994 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 392,621 3,886,947 SH   SOLE   3,494,186 0 392,761
HALOZYME THERAPEUTICS INC COM 40637H109 39,281 2,161,872 SH   SOLE   1,632,931 0 528,941
HARRIS CORP DEL COM 413875105 313,008 1,849,819 SH   SOLE   1,683,116 0 166,703
HARRIS CORP DEL OPTIONS 413875105 15,161 89,600 SH Call SOLE   0 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 449,367 4,775,421 SH   SOLE   4,453,395 0 322,026
HEALTHEQUITY INC COM 42226A107 55,136 584,007 SH   SOLE   440,723 0 143,284
HEICO CORP NEW COM 422806109 49,573 535,284 SH   SOLE   426,326 0 108,958
HESS CORP COM 42809H107 215,295 3,007,753 SH   SOLE   2,828,640 0 179,113
HUAZHU GROUP LTD SPONSORED ADS 44332N106 69,310 2,145,828 SH   SOLE   2,145,828 0 0
HUBSPOT INC COM 443573100 146,871 972,977 SH   SOLE   849,543 0 123,434
IAC INTERACTIVECORP COM 44919P508 205,285 947,235 SH   SOLE   865,225 0 82,010
ICICI BK LTD ADR 45104G104 24,850 2,926,995 SH   SOLE   2,926,995 0 0
IHS MARKIT LTD SHS G47567105 1,638,054 30,356,825 SH   SOLE   27,922,093 0 2,434,732
IMPERIAL OIL LTD COM NEW 453038408 932,744 28,822,456 SH   SOLE   27,354,760 0 1,467,696
INDUSTRIAL SELECT SECTOR SPDR FUND OPTIONS 81369Y704 11,094 141,500 SH Put SOLE   0 0 0
INGEVITY CORP COM 45688C107 37,329 366,402 SH   SOLE   276,799 0 89,603
INSULET CORP COM 45784P101 80,000 755,076 SH   SOLE   683,853 0 71,223
INTERCONTINENTAL EXCHANGE IN COM 45866F104 146,513 1,956,373 SH   SOLE   1,690,548 0 265,825
INTERNATIONAL PAPER CO OPTIONS 460146103 1,204 24,500 SH Put SOLE   0 0 0
INTERXION HOLDING N.V SHS N47279109 97,559 1,449,612 SH   SOLE   1,237,710 0 211,902
IQIYI INC SPONSORED ADS 46267X108 1,885 69,636 SH   SOLE   69,636 0 0
ISHARES TR INDIA 50 ETF 464289529 4,638 135,607 SH   SOLE   135,607 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 167,746 2,192,757 SH   SOLE   2,060,251 0 132,506
JOHN BEAN TECHNOLOGIES CORP COM 477839104 88,373 740,766 SH   SOLE   558,211 0 182,555
JOHNSON & JOHNSON COM 478160104 361,722 2,617,949 SH   SOLE   2,331,632 0 286,317
KELLOGG CO COM 487836108 63,050 900,454 SH   SOLE   856,967 0 43,487
KIRBY CORP COM 497266106 138,914 1,688,921 SH   SOLE   1,544,485 0 144,436
KROGER CO COM 501044101 171,082 5,877,079 SH   SOLE   5,370,849 0 506,230
L3 TECHNOLOGIES INC COM 502413107 7,356 34,597 SH   SOLE   34,597 0 0
L3 TECHNOLOGIES INC OPTIONS 502413107 3,402 16,000 SH Call SOLE   0 0 0
LAM RESEARCH CORP COM 512807108 143,751 947,599 SH   SOLE   899,916 0 47,683
LAMB WESTON HLDGS INC COM 513272104 48,032 721,205 SH   SOLE   573,903 0 147,302
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 101,540 2,158,598 SH   SOLE   2,027,995 0 130,603
LKQ CORP COM 501889208 433,419 13,685,473 SH   SOLE   12,601,818 0 1,083,655
LOEWS CORP COM 540424108 85,342 1,699,033 SH   SOLE   1,552,878 0 146,155
LOWES COS INC COM 548661107 338,778 2,950,516 SH   SOLE   2,685,744 0 264,772
LULULEMON ATHLETICA INC COM 550021109 193,652 1,191,781 SH   SOLE   1,133,618 0 58,163
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 57,230 558,285 SH   SOLE   558,285 0 0
M & T BK CORP COM 55261F104 124,338 755,672 SH   SOLE   690,644 0 65,028
MARATHON PETE CORP COM 56585A102 15,004 187,625 SH   SOLE   134,601 0 53,024
MARKETAXESS HLDGS INC COM 57060D108 46,837 262,408 SH   SOLE   249,568 0 12,840
MARSH & MCLENNAN COS INC COM 571748102 656,094 7,931,507 SH   SOLE   7,191,872 0 739,635
MASTERCARD INCORPORATED CL A 57636Q104 46,658 209,596 SH   SOLE   150,400 0 59,196
MAXIM INTEGRATED PRODS INC COM 57772K101 149,471 2,650,661 SH   SOLE   2,522,006 0 128,655
MEDTRONIC PLC SHS G5960L103 2,242,651 22,798,116 SH   SOLE   20,865,894 0 1,932,222
MERCADOLIBRE INC COM 58733R102 75,559 221,927 SH   SOLE   221,927 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 74,835 948,355 SH   SOLE   902,060 0 46,295
MICROSOFT CORP COM 594918104 12,697 111,020 SH   SOLE   111,020 0 0
MONDELEZ INTL INC CL A 609207105 49,074 1,142,315 SH   SOLE   820,128 0 322,187
MONOLITHIC PWR SYS INC COM 609839105 41,096 327,377 SH   SOLE   247,363 0 80,014
MOTOROLA SOLUTIONS INC COM NEW 620076307 252,640 1,941,292 SH   SOLE   1,842,118 0 99,174
MRC GLOBAL INC COM 55345K103 26,533 1,413,566 SH   SOLE   1,067,561 0 346,005
NEOGENOMICS INC COM NEW 64049M209 24,183 1,575,423 SH   SOLE   1,188,874 0 386,549
NEUROCRINE BIOSCIENCES INC COM 64125C109 225,892 1,837,264 SH   SOLE   1,651,661 0 185,603
NEW YORK TIMES CO CL A 650111107 124,855 5,393,321 SH   SOLE   4,892,632 0 500,689
NEWS CORP NEW CL A 65249B109 97,343 7,380,047 SH   SOLE   6,744,808 0 635,239
NOAH HLDGS LTD SPON ADS CL A 65487X102 3,255 77,247 SH   SOLE   77,247 0 0
NOBLE ENERGY INC COM 655044105 419,496 13,449,687 SH   SOLE   12,253,838 0 1,195,849
NORTHROP GRUMMAN CORP COM 666807102 4,917 15,494 SH   SOLE   15,494 0 0
NORTHROP GRUMMAN CORP OPTIONS 666807102 21,169 66,700 SH Call SOLE   0 0 0
NOVANTA INC COM 67000B104 57,705 843,643 SH   SOLE   642,566 0 201,077
NUTRIEN LTD COM 67077M108 209,891 3,637,627 SH   SOLE   3,467,005 0 170,622
NXP SEMICONDUCTORS N V COM N6596X109 630,987 7,379,964 SH   SOLE   6,928,279 0 451,685
OAKTREE CAP GROUP LLC UNIT CL A 674001201 56,461 1,363,782 SH   SOLE   1,363,782 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 72,343 880,406 SH   SOLE   880,406 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 76,973 800,971 SH   SOLE   604,773 0 196,198
OMNICOM GROUP INC COM 681919106 112,753 1,657,639 SH   SOLE   1,512,806 0 144,833
ORACLE CORP COM 68389X105 811,818 15,745,105 SH   SOLE   14,430,337 0 1,314,768
PAGSEGURO DIGITAL LTD COM CL A G68707101 324,422 11,724,681 SH   SOLE   10,990,768 0 733,913
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1,176 37,862 SH   SOLE   37,862 0 0
PAYPAL HLDGS INC COM 70450Y103 28,571 325,263 SH   SOLE   233,544 0 91,719
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 919 87,812 SH   SOLE   87,812 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 445,964 36,948,117 SH   SOLE   31,775,127 0 5,172,990
PINNACLE FINL PARTNERS INC COM 72346Q104 72,427 1,204,110 SH   SOLE   1,099,273 0 104,837
PIONEER NAT RES CO COM 723787107 489,461 2,809,925 SH   SOLE   2,557,760 0 252,165
POWERSHARES QQQ TRUST SERIES 1 OPTIONS 46090E103 6,596 35,500 SH Put SOLE   0 0 0
POWERSHARES QQQ TRUST SERIES 1 OPTIONS 46090E103 4,366 23,500 SH Put SOLE   0 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,321,479 18,601,894 SH   SOLE   17,181,498 0 1,420,396
PROOFPOINT INC COM 743424103 200,360 1,884,322 SH   SOLE   1,624,897 0 259,425
Q2 HLDGS INC COM 74736L109 124,528 2,056,610 SH   SOLE   1,542,992 0 513,618
QUALCOMM INC COM 747525103 679,053 9,427,360 SH   SOLE   8,547,260 0 880,100
QURATE RETAIL INC COM SER A 74915M100 210,984 9,499,486 SH   SOLE   8,936,780 0 562,706
RADIUS HEALTH INC COM NEW 750469207 13,099 735,880 SH   SOLE   555,843 0 180,037
RAYTHEON CO COM NEW 755111507 50,355 243,662 SH   SOLE   174,825 0 68,837
ROCKWELL AUTOMATION INC OPTIONS 773903109 1,219 6,500 SH Put SOLE   0 0 0
ROCKWELL COLLINS INC COM 774341101 71,608 509,772 SH   SOLE   465,919 0 43,853
ROGERS CORP COM 775133101 36,311 246,476 SH   SOLE   186,000 0 60,476
ROKU INC COM CL A 77543R102 1,562 21,390 SH   SOLE   15,353 0 6,037
ROPER TECHNOLOGIES INC COM 776696106 255,199 861,547 SH   SOLE   817,047 0 44,500
RYDER SYS INC COM 783549108 121,152 1,658,023 SH   SOLE   1,515,501 0 142,522
S&P GLOBAL INC COM 78409V104 82,562 422,550 SH   SOLE   384,609 0 37,941
SALESFORCE COM INC COM 79466L302 338,946 2,131,332 SH   SOLE   1,940,822 0 190,510
SBA COMMUNICATIONS CORP NEW CL A 78410G104 13,947 86,828 SH   SOLE   86,828 0 0
SIMON PPTY GROUP INC NEW COM 828806109 52,633 297,781 SH   SOLE   297,781 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 17,874 237,247 SH   SOLE   179,131 0 58,116
SNAP-ON INC OPTIONS 833034101 1,102 6,000 SH Put SOLE   0 0 0
SPDR S&P500 ETF TRUST OPTIONS 78462F103 22,531 77,500 SH Put SOLE   0 0 0
SPLUNK INC COM 848637104 8,120 67,156 SH   SOLE   67,156 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 63,335 350,246 SH   SOLE   309,311 0 40,935
STANLEY BLACK & DECKER INC COM 854502101 238,835 1,630,938 SH   SOLE   1,549,611 0 81,327
STARBUCKS CORP COM 855244109 43,870 771,808 SH   SOLE   771,808 0 0
STATE STR CORP COM 857477103 54,119 645,968 SH   SOLE   588,109 0 57,859
STORE CAP CORP COM 862121100 44,277 1,593,265 SH   SOLE   1,452,550 0 140,715
SVB FINL GROUP COM 78486Q101 209,289 673,322 SH   SOLE   640,520 0 32,802
SYNCHRONY FINL COM 87165B103 191,135 6,149,782 SH   SOLE   5,816,413 0 333,369
TABLEAU SOFTWARE INC CL A 87336U105 473,716 4,239,451 SH   SOLE   3,852,974 0 386,477
TABULA RASA HEALTHCARE INC COM 873379101 15,417 189,886 SH   SOLE   143,430 0 46,456
TACTILE SYS TECHNOLOGY INC COM 87357P100 7,883 110,953 SH   SOLE   82,999 0 27,954
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 195,519 1,416,909 SH   SOLE   1,347,847 0 69,062
TAL ED GROUP SPONSORED ADS 874080104 74,531 2,898,896 SH   SOLE   2,898,896 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 241,802 4,576,984 SH   SOLE   4,354,704 0 222,280
TE CONNECTIVITY LTD REG SHS H84989104 333,704 3,795,108 SH   SOLE   3,671,245 0 123,863
TELADOC HEALTH INC COM 87918A105 27,267 315,776 SH   SOLE   238,595 0 77,181
TELEDYNE TECHNOLOGIES INC COM 879360105 128,468 520,788 SH   SOLE   420,711 0 100,077
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 955,371 98,188,184 SH   SOLE   92,066,983 0 6,121,201
THERMO FISHER SCIENTIFIC INC COM 883556102 6,345 25,994 SH   SOLE   25,994 0 0
TIFFANY & CO NEW COM 886547108 63,361 491,288 SH   SOLE   467,497 0 23,791
TORCHMARK CORP COM 891027104 153,773 1,773,828 SH   SOLE   1,621,204 0 152,624
TRANSUNION COM 89400J107 230,526 3,133,000 SH   SOLE   2,974,730 0 158,270
TRIMBLE INC COM 896239100 64,527 1,484,742 SH   SOLE   1,412,321 0 72,421
TRIPADVISOR INC COM 896945201 103,590 2,028,397 SH   SOLE   1,854,059 0 174,338
TWITTER INC COM 90184L102 62,611 2,199,953 SH   SOLE   2,092,868 0 107,085
TYLER TECHNOLOGIES INC COM 902252105 73,853 301,367 SH   SOLE   226,682 0 74,685
UNDER ARMOUR INC CL A 904311107 61,261 2,886,970 SH   SOLE   2,746,088 0 140,882
UNITED TECHNOLOGIES CORP COM 913017109 327,744 2,344,212 SH   SOLE   2,177,274 0 166,938
VANECK VECTORS SEMICONDUCTOR ETF OPTIONS 92189F676 6,919 65,000 SH Put SOLE   0 0 0
VEEVA SYS INC CL A COM 922475108 550,624 5,057,625 SH   SOLE   4,551,574 0 506,051
VIEWRAY INC COM 92672L107 35,500 3,792,752 SH   SOLE   3,094,628 0 698,124
VIRTU FINL INC CL A 928254101 33,141 1,620,605 SH   SOLE   1,224,107 0 396,498
VISA INC COM CL A 92826C839 1,230,269 8,196,875 SH   SOLE   7,496,164 0 700,711
VISTEON CORP COM NEW 92839U206 64,574 695,096 SH   SOLE   527,634 0 167,462
VULCAN MATLS CO COM 929160109 111,410 1,001,888 SH   SOLE   950,238 0 51,650
WABCO HLDGS INC COM 92927K102 129,654 1,099,326 SH   SOLE   955,490 0 143,836
WABTEC CORP COM 929740108 125,140 1,193,176 SH   SOLE   1,135,416 0 57,760
WAYFAIR INC CL A 94419L101 174,080 1,178,845 SH   SOLE   1,119,310 0 59,535
WEBSTER FINL CORP CONN COM 947890109 82,444 1,398,300 SH   SOLE   1,070,560 0 327,740
WELLS FARGO CO NEW COM 949746101 69,407 1,320,523 SH   SOLE   1,320,523 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 137,700 1,115,249 SH   SOLE   1,056,382 0 58,867
WORLDPAY INC CL A 981558109 635,908 6,279,331 SH   SOLE   5,811,424 0 467,907
YANDEX N V SHS CLASS A N97284108 71,046 2,160,106 SH   SOLE   2,160,106 0 0
ZUORA INC COM CL A 98983V106 16,229 702,257 SH   SOLE   530,275 0 171,982
ZYNGA INC CL A 98986T108 179,701 44,813,097 SH   SOLE   40,516,851 0 4,296,246