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 1,886 24,493 SH   SOLE   24,493 0 0
ABBOTT LABORATORIES COM 002824100 10,177 138,732 SH   SOLE   24,030 0 114,702
ABIOMED INC COM 003654100 2,708 6,021 SH   SOLE   4,028 0 1,993
ACER THERAPEUTICS INC COM 00444P108 13,078 424,046 SH   SOLE   393,910 0 30,136
ACLARIS THERAPEUTICS INC COM 00461U105 7,304 502,996 SH   SOLE   481,622 0 21,374
ADDUS HOMECARE CORP COM 006739106 842 12,000 SH   SOLE   0 0 12,000
ADVANCED MICRO DEVICES COM 007903107 6,340 205,245 SH   SOLE   53,961 0 151,284
ADVERUM BIOTECHNOLOGIES INC COM 00773U108 11,327 1,872,224 SH   SOLE   1,746,119 0 126,105
AERCAP HOLDINGS NV ADR N00985106 549 9,543 SH   SOLE   0 0 9,543
AFLAC INC COM 001055102 296 6,298 SH   SOLE   0 0 6,298
AGREE REALTY CORP COM 008492100 6,933 130,509 SH   SOLE   30,575 0 99,934
ALASKA AIR GROUP INC COM 011659109 1,948 28,284 SH   SOLE   19,276 0 9,008
ALBEMARLE CORP COM 012653101 1,572 15,750 SH   SOLE   3,250 0 12,500
ALEXANDRIA REAL ESTATE EQUIT COM 015271109 4,505 35,817 SH   SOLE   12,546 0 23,271
ALIBABA GROUP HOLDING-SP ADR ADR 01609W102 101,987 619,004 SH   SOLE   478,063 0 140,941
ALIGN TECHNOLOGY INC COM 016255101 1,037 2,650 SH   SOLE   2,193 0 457
ALLAKOS INC COM 01671P100 11,363 252,563 SH   SOLE   222,745 0 29,818
ALLEGHENY TECHNOLOGIES INC COM 01741R102 2,157 72,980 SH   SOLE   57,924 0 15,056
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 424 4,843 SH   SOLE   4,008 0 835
ALTAIR ENGINEERING INC - A COM 021369103 34,214 787,441 SH   SOLE   677,151 0 110,290
ALTERYX LLC - A COM 02156B103 11,018 192,595 SH   SOLE   167,966 0 24,629
ALTICE USA INC- A COM 02156K103 3,421 188,609 SH   SOLE   188,609 0 0
AMAZON.COM INC COM 023135106 12,192 6,087 SH   SOLE   991 0 5,096
AMBEV SA-ADR ADR 02319V103 294 64,433 SH   SOLE   64,433 0 0
AMERICAN TOWER CORP COM 03027X100 5,728 39,420 SH   SOLE   13,390 0 26,030
AMGEN INC COM 031162100 345 1,664 SH   SOLE   0 0 1,664
ANGI HOMESERVICES INC- A COM 00183L102 5,920 252,122 SH   SOLE   194,241 0 57,881
ANTERO MIDSTREAM PARTNERS LP COM 03673L103 2,194 76,549 SH   SOLE   0 0 76,549
APERGY CORP COM 03755L104 1,190 27,310 SH   SOLE   13,481 0 13,829
APPFOLIO INC - A COM 03783C100 1,582 20,179 SH   SOLE   1,482 0 18,697
APPLE INC COM 037833100 3,475 15,394 SH   SOLE   2,042 0 13,352
ARGENX SE - ADR COM 04016X101 25,612 337,712 SH   SOLE   305,579 0 32,133
ARRAY BIOPHARMA INC COM 04269X105 36,430 2,396,733 SH   SOLE   2,149,913 0 246,820
ASCENDIS PHARMA A/S - ADR ADR 04351P101 3,536 49,906 SH   SOLE   40,169 0 9,737
AT&T INC COM 00206R102 1,005 29,922 SH   SOLE   0 0 29,922
ATARA BIOTHERAPEUTICS INC COM 046513107 9,963 240,948 SH   SOLE   211,928 0 29,020
ATKORE INTERNATIONAL GROUP I COM 047649108 8,557 322,551 SH   SOLE   288,650 0 33,901
ATLASSIAN CORP PLC-CLASS A ADR G06242104 4,727 49,163 SH   SOLE   14,866 0 34,297
ATMOS ENERGY CORP COM 049560105 2,870 30,557 SH   SOLE   0 0 30,557
AVALONBAY COMMUNITIES INC COM 053484101 3,274 18,075 SH   SOLE   5,248 0 12,827
AVAYA HOLDINGS CORP COM 05351X101 2,392 108,041 SH   SOLE   108,041 0 0
AVID BIOSERVICES INC COM 05368M106 6,050 881,891 SH   SOLE   789,195 0 92,696
AVROBIO INC COM 05455M100 11,973 230,833 SH   SOLE   207,857 0 22,976
AXOGEN INC COM 05463X106 9,371 254,295 SH   SOLE   222,961 0 31,334
AXON ENTERPRISE INC COM 05464C101 2,103 30,730 SH   SOLE   24,399 0 6,331
BAIDU INC - SPON ADR ADR 056752108 28,778 125,846 SH   SOLE   97,239 0 28,607
BANDWIDTH INC-CLASS A COM 05988J103 13,988 261,120 SH   SOLE   233,665 0 27,455
BAOZUN INC-SPN ADR ADR 06684L103 3,393 69,846 SH   SOLE   69,846 0 0
BARNES GROUP INC COM 067806109 4,371 61,533 SH   SOLE   45,416 0 16,117
BB&T CORP COM 054937107 3,325 68,510 SH   SOLE   68,510 0 0
BERRY PETE CORP COM 08579X101 10,773 611,412 SH   SOLE   546,895 0 64,517
BIOLIFE SOLUTIONS INC COM 09062W204 8,826 504,331 SH   SOLE   443,137 0 61,194
BJ'S RESTAURANTS INC COM 09180C106 14,234 197,146 SH   SOLE   171,123 0 26,023
BLOOM ENERGY CORP- A COM 093712107 4,236 124,287 SH   SOLE   91,847 0 32,440
BLUEPRINT MEDICINES CORP COM 09627Y109 1,483 18,995 SH   SOLE   18,995 0 0
BOOT BARN HOLDINGS INC COM 099406100 23,221 817,338 SH   SOLE   688,546 0 128,792
BRIDGEPOINT EDUCATION INC COM 10807M105 4,564 449,192 SH   SOLE   401,981 0 47,211
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 3,028 25,698 SH   SOLE   18,154 0 7,544
BRIGHT SCHOLAR EDUCATION-ADR ADR 109199109 382 30,800 SH   SOLE   9,300 0 21,500
BROOKS AUTOMATION INC COM 114340102 1,303 37,196 SH   SOLE   29,527 0 7,669
BRUNSWICK CORP COM 117043109 1,029 15,353 SH   SOLE   12,706 0 2,647
BUILDERS FIRSTSOURCE INC COM 12008R107 3,562 242,670 SH   SOLE   242,670 0 0
BURLINGTON STORES INC COM 122017106 1,790 10,986 SH   SOLE   7,244 0 3,742
CACTUS INC-CLASS A COM 127203107 19,446 507,999 SH   SOLE   420,040 0 87,959
CALAVO GROWERS INC COM 128246105 10,668 110,437 SH   SOLE   95,462 0 14,975
CALLAWAY GOLF COMPANY COM 131193104 19,644 808,725 SH   SOLE   707,335 0 101,390
CAMDEN PROPERTY TRUST COM 133131102 4,737 50,630 SH   SOLE   17,394 0 33,236
CANADA GOOSE HOLDINGS-W/I ADR 135086106 16,271 252,105 SH   SOLE   171,783 0 80,322
CARDLYTICS INC COM 14161W105 7,521 300,365 SH   SOLE   268,786 0 31,579
CARE.COM INC COM 141633107 1,002 45,300 SH   SOLE   0 0 45,300
CAREDX INC COM 14167L103 20,550 712,321 SH   SOLE   508,368 0 203,953
CAREER EDUCATION CORP COM 141665109 7,716 516,819 SH   SOLE   462,485 0 54,334
CARETRUST REIT INC COM 14174T107 10,271 579,928 SH   SOLE   128,137 0 451,791
CARGURUS INC COM 141788109 6,627 118,992 SH   SOLE   88,064 0 30,928
CARLISLE COS INC COM 142339100 686 5,630 SH   SOLE   4,659 0 971
CARPENTER TECHNOLOGY COM 144285103 3,547 60,164 SH   SOLE   47,741 0 12,423
CARVANA CO COM 146869102 3,165 53,562 SH   SOLE   42,929 0 10,633
CASA SYSTEMS INC COM 14713L102 249 16,900 SH   SOLE   0 0 16,900
CASEY'S GENERAL STORES INC COM 147528103 836 6,473 SH   SOLE   5,357 0 1,116
CATERPILLAR INC COM 149123101 301 1,972 SH   SOLE   0 0 1,972
CENTURY CASINOS INC COM 156492100 5,707 765,004 SH   SOLE   681,532 0 83,472
CERUS CORP COM 157085101 9,877 1,369,940 SH   SOLE   1,225,285 0 144,655
CF INDUSTRIES HOLDINGS INC COM 125269100 1,770 32,521 SH   SOLE   17,790 0 14,731
CHAMPIONS ONCOLOGY INC COM 15870P307 660 53,400 SH   SOLE   9,300 0 44,100
CHART INDUSTRIES INC COM 16115Q308 3,399 43,395 SH   SOLE   34,445 0 8,950
CHEFS' WAREHOUSE INC/THE COM 163086101 13,078 359,770 SH   SOLE   321,936 0 37,834
CHEGG INC COM 163092109 2,488 87,512 SH   SOLE   69,429 0 18,083
CHEVRON CORP COM 166764100 336 2,747 SH   SOLE   0 0 2,747
CHINA MOBILE LTD-SPON ADR ADR 16941M109 7,565 154,617 SH   SOLE   7,482 0 147,135
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,217 4,877 SH   SOLE   3,413 0 1,464
CINTAS CORP COM 172908105 1,977 9,994 SH   SOLE   6,169 0 3,825
CISCO SYSTEMS INC COM 17275R102 358 7,360 SH   SOLE   0 0 7,360
CITRIX SYSTEMS INC COM 177376100 250 2,249 SH   SOLE   0 0 2,249
CLEAN HARBORS INC COM 184496107 3,956 55,271 SH   SOLE   44,345 0 10,926
CLEMENTIA PHARMACEUTICALS IN ADR 185575107 9,109 816,981 SH   SOLE   772,280 0 44,701
CLEVELAND-CLIFFS INC COM 185899101 4,589 362,479 SH   SOLE   287,621 0 74,858
CNOOC LTD-SPON ADR ADR 126132109 595 3,014 SH   SOLE   3,014 0 0
CNX MIDSTREAM PARTNERS LP COM 12654A101 1,734 90,063 SH   SOLE   0 0 90,063
CODEXIS INC COM 192005106 12,483 727,884 SH   SOLE   651,356 0 76,528
COGNEX CORP COM 192422103 1,415 25,350 SH   SOLE   4,600 0 20,750
COLLIERS INTERNATIONAL GROUP ADR 194693107 687 8,862 SH   SOLE   7,334 0 1,528
COLUMBUS MCKINNON CORP/NY COM 199333105 19,504 493,275 SH   SOLE   429,914 0 63,361
COMCAST CORP-CLASS A COM 20030N101 221 6,250 SH   SOLE   0 0 6,250
COMFORT SYSTEMS USA INC COM 199908104 7,363 130,558 SH   SOLE   116,838 0 13,720
CONCERT PHARMACEUTICALS INC COM 206022105 653 44,016 SH   SOLE   44,016 0 0
CONN'S INC COM 208242107 3,811 107,794 SH   SOLE   96,284 0 11,510
CONTAINER STORE GROUP INC/TH COM 210751103 3,028 272,807 SH   SOLE   243,941 0 28,866
CONTROL4 CORP COM 21240D107 16,593 483,327 SH   SOLE   388,019 0 95,308
COPART INC COM 217204106 912 17,708 SH   SOLE   14,655 0 3,053
COSTAR GROUP INC COM 22160N109 2,868 6,815 SH   SOLE   5,640 0 1,175
COVANTA HOLDING CORP COM 22282E102 853 52,500 SH   SOLE   0 0 52,500
COVENANT TRANSPORT GRP-CL A COM 22284P105 532 18,300 SH   SOLE   0 0 18,300
CREDICORP LTD ADR G2519Y108 28,059 125,782 SH   SOLE   96,916 0 28,866
CROCS INC COM 227046109 21,170 994,356 SH   SOLE   876,134 0 118,222
CROWN CASTLE INTL CORP COM 22822V101 4,013 36,050 SH   SOLE   11,873 0 24,177
CRYOLIFE INC COM 228903100 8,702 247,208 SH   SOLE   221,216 0 25,992
CRYOPORT INC COM 229050307 256 20,000 SH   SOLE   0 0 20,000
CTRIP.COM INTERNATIONAL-ADR ADR 22943F100 19,126 514,544 SH   SOLE   396,513 0 118,031
CUBIC CORP COM 229669106 1,960 26,836 SH   SOLE   21,304 0 5,532
CVS HEALTH CORP COM 126650100 900 11,439 SH   SOLE   0 0 11,439
CYBERARK SOFTWARE LTD/ISRAEL ADR M2682V108 9,335 116,921 SH   SOLE   76,796 0 40,125
CYRUSONE INC COM 23283R100 11,566 182,433 SH   SOLE   51,928 0 130,505
DECIPHERA PHARMACEUTICALS IN COM 24344T101 9,413 243,111 SH   SOLE   216,272 0 26,839
DEERE & CO COM 244199105 20,998 139,682 SH   SOLE   107,508 0 32,174
DEXCOM INC COM 252131107 964 6,738 SH   SOLE   5,576 0 1,162
DIGITAL REALTY TRUST INC COM 253868103 10,514 93,476 SH   SOLE   22,179 0 71,297
DOCUSIGN INC COM 256163106 660 12,552 SH   SOLE   10,388 0 2,164
DOLLAR GENERAL CORP COM 256677105 1,046 9,570 SH   SOLE   0 0 9,570
DOMINION MIDSTREAM PARTNERS COM 257454108 3,830 213,952 SH   SOLE   0 0 213,952
DOMINO'S PIZZA INC COM 25754A201 3,336 11,316 SH   SOLE   5,653 0 5,663
DSW INC-CLASS A COM 23334L102 2,792 82,401 SH   SOLE   65,403 0 16,998
EASTMAN CHEMICAL CO COM 277432100 241 2,516 SH   SOLE   0 0 2,516
EATON CORP PLC ADR G29183103 255 2,941 SH   SOLE   0 0 2,941
ECHO GLOBAL LOGISTICS INC COM 27875T101 11,066 357,548 SH   SOLE   287,842 0 69,706
ELDORADO RESORTS INC COM 28470R102 14,913 306,862 SH   SOLE   259,934 0 46,928
ENDAVA PLC- ADR ADR 29260V105 15,711 542,708 SH   SOLE   473,512 0 69,196
ENERGY TRANSFER PARTNERS LP COM 29278N103 6,153 276,414 SH   SOLE   0 0 276,414
ENSCO PLC-CL A ADR G3157S106 2,650 313,927 SH   SOLE   249,098 0 64,829
ENTERPRISE PRODUCTS PARTNERS COM 293792107 4,529 157,648 SH   SOLE   0 0 157,648
EPAM SYSTEMS INC COM 29414B104 34,396 249,786 SH   SOLE   192,556 0 57,230
EQM MIDSTREAM PARTNERS LP COM 26885B100 3,513 66,564 SH   SOLE   0 0 66,564
EQUINIX INC COM 29444U700 2,819 6,513 SH   SOLE   2,190 0 4,323
ESSEX PROPERTY TRUST INC COM 297178105 3,935 15,950 SH   SOLE   5,365 0 10,585
ESTABLISHMENT LABS HOLDINGS ADR G31249108 6,606 274,088 SH   SOLE   245,284 0 28,804
ETSY INC COM 29786A106 3,071 59,778 SH   SOLE   47,435 0 12,343
EURONET WORLDWIDE INC COM 298736109 813 8,112 SH   SOLE   6,713 0 1,399
EVENTBRITE INC-CLASS A COM 29975E109 2,068 54,466 SH   SOLE   43,228 0 11,238
EVERBRIDGE INC COM 29978A104 24,497 425,000 SH   SOLE   301,180 0 123,820
EVERI HOLDINGS INC COM 30034T103 9,277 1,011,710 SH   SOLE   901,460 0 110,250
EVO PAYMENTS INC-CLASS A COM 26927E104 1,930 80,752 SH   SOLE   64,105 0 16,647
EVOLENT HEALTH INC - A COM 30050B101 1,545 54,400 SH   SOLE   0 0 54,400
EXELON CORP COM 30161N101 331 7,587 SH   SOLE   0 0 7,587
EXXON MOBIL CORP COM 30231G102 207 2,430 SH   SOLE   0 0 2,430
FACEBOOK INC-A COM 30303M102 447 2,717 SH   SOLE   0 0 2,717
FATE THERAPEUTICS INC COM 31189P102 163 10,000 SH   SOLE   10,000 0 0
FEDERAL SIGNAL CORP COM 313855108 2,139 79,872 SH   SOLE   63,415 0 16,457
FERRO CORP COM 315405100 1,998 86,035 SH   SOLE   68,299 0 17,736
FGL HOLDINGS COM G3402M102 18,204 2,033,918 SH   SOLE   2,033,918 0 0
FIESTA RESTAURANT GROUP COM 31660B101 214 8,000 SH   SOLE   0 0 8,000
FIVE BELOW COM 33829M101 6,133 47,152 SH   SOLE   37,677 0 9,475
FIVE9 INC COM 338307101 12,866 294,493 SH   SOLE   243,950 0 50,543
FORTIVE CORP COM 34959J108 534 6,342 SH   SOLE   0 0 6,342
FOUR CORNERS PROPERTY TRUST COM 35086T109 824 32,059 SH   SOLE   0 0 32,059
FOX FACTORY HOLDING CORP COM 35138V102 4,432 63,274 SH   SOLE   38,075 0 25,199
FRESHPET INC COM 358039105 12,465 339,659 SH   SOLE   286,064 0 53,595
FUNKO INC-CLASS A COM 361008105 5,806 245,067 SH   SOLE   219,305 0 25,762
G-III APPAREL GROUP LTD COM 36237H101 16,663 345,779 SH   SOLE   301,663 0 44,116
GARMIN LTD ADR H2906T109 2,193 31,301 SH   SOLE   15,973 0 15,328
GATES INDUSTRIAL CORP PLC COM G39108108 5,704 292,513 SH   SOLE   210,941 0 81,572
GDS HOLDINGS LTD - ADR ADR 36165L108 527 15,000 SH   SOLE   4,500 0 10,500
GENERAC HOLDINGS INC COM 368736104 4,524 80,191 SH   SOLE   63,630 0 16,561
GENOMIC HEALTH INC COM 37244C101 5,724 81,520 SH   SOLE   12,370 0 69,150
GEOPARK LTD ADR G38327105 1,765 86,500 SH   SOLE   11,100 0 75,400
GIBRALTAR INDUSTRIES INC COM 374689107 13,162 288,632 SH   SOLE   249,308 0 39,324
GLAUKOS CORP COM 377322102 1,341 20,670 SH   SOLE   16,408 0 4,262
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 7,418 195,216 SH   SOLE   168,035 0 27,181
GLOBAL PAYMENTS INC COM 37940X102 1,181 9,268 SH   SOLE   7,670 0 1,598
GLU MOBILE INC COM 379890106 298 40,000 SH   SOLE   0 0 40,000
GODADDY INC - CLASS A COM 380237107 976 11,700 SH   SOLE   1,700 0 10,000
GOLDEN ENTERTAINMENT INC COM 381013101 4,378 182,344 SH   SOLE   162,488 0 19,856
GOOSEHEAD INSURANCE INC -A COM 38267D109 15,238 449,894 SH   SOLE   336,665 0 113,229
GRACO INC COM 384109104 1,524 32,881 SH   SOLE   27,212 0 5,669
GRAFTECH INTERNATIONAL LTD COM 384313508 1,136 58,250 SH   SOLE   48,207 0 10,043
GRAN TIERRA ENERGY INC ADR 38500T101 3,652 956,145 SH   SOLE   956,145 0 0
GRAND CANYON EDUCATION INC COM 38526M106 6,123 54,278 SH   SOLE   43,571 0 10,707
GREEN DOT CORP-CLASS A COM 39304D102 7,390 83,198 SH   SOLE   62,637 0 20,561
GREENTREE HOSPITALITY GR-ADR ADR 39579V100 3,326 261,922 SH   SOLE   181,191 0 80,731
GRUBHUB INC COM 400110102 2,757 19,887 SH   SOLE   7,254 0 12,633
GRUPO AEROPORTUARIO CEN-ADR ADR 400501102 5,976 104,942 SH   SOLE   104,942 0 0
GRUPO AEROPORTUARIO PAC-ADR ADR 400506101 2,438 22,328 SH   SOLE   22,328 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 1,077 10,661 SH   SOLE   8,823 0 1,838
HABIT RESTAURANTS INC/THE-A COM 40449J103 463 29,000 SH   SOLE   6,900 0 22,100
HARSCO CORP COM 415864107 5,676 198,799 SH   SOLE   157,754 0 41,045
HC2 HOLDINGS INC COM 404139107 1,958 319,963 SH   SOLE   319,963 0 0
HCP INC COM 40414L109 5,388 204,719 SH   SOLE   62,311 0 142,408
HDFC BANK LTD-ADR ADR 40415F101 77,568 824,317 SH   SOLE   636,027 0 188,290
HEALTH INSURANCE INNOVATIO-A COM 42225K106 2,071 33,600 SH   SOLE   3,100 0 30,500
HEALTHEQUITY INC COM 42226A107 5,654 59,888 SH   SOLE   48,074 0 11,814
HEICO CORP COM 422806109 1,218 13,154 SH   SOLE   10,886 0 2,268
HESKA CORP COM 42805E306 533 4,700 SH   SOLE   0 0 4,700
HISTOGENICS CORP COM 43358V109 63 115,000 SH   SOLE   115,000 0 0
HOME DEPOT INC COM 437076102 318 1,537 SH   SOLE   0 0 1,537
HUNTINGTON BANCSHARES INC COM 446150104 3,098 207,628 SH   SOLE   200,000 0 7,628
HUNTSMAN CORP COM 447011107 8,316 305,396 SH   SOLE   300,984 0 4,412
I3 VERTICALS INC-CLASS A COM 46571Y107 12,688 552,128 SH   SOLE   493,452 0 58,676
ICICI BANK LTD-SPON ADR ADR 45104G104 26,161 3,081,351 SH   SOLE   2,380,383 0 700,968
IDEX CORP COM 45167R104 1,712 11,363 SH   SOLE   6,354 0 5,009
IDEXX LABORATORIES INC COM 45168D104 1,586 6,351 SH   SOLE   4,498 0 1,853
ILLUMINA INC COM 452327109 606 1,650 SH   SOLE   210 0 1,440
IMPINJ INC COM 453204109 12,727 512,770 SH   SOLE   458,925 0 53,845
INFOSYS LTD-SP ADR ADR 456788108 11,093 1,090,746 SH   SOLE   838,550 0 252,196
INGEVITY CORP COM 45688C107 5,661 55,563 SH   SOLE   40,599 0 14,964
INNOVATIVE INDUSTRIAL PROPER COM 45781V101 4,845 100,430 SH   SOLE   89,871 0 10,559
INOGEN INC COM 45780L104 33,887 138,813 SH   SOLE   118,539 0 20,274
INPHI CORP COM 45772F107 12,604 331,850 SH   SOLE   297,003 0 34,847
INSPIRE MEDICAL SYSTEMS INC COM 457730109 15,142 359,832 SH   SOLE   321,656 0 38,176
INSULET CORP COM 45784P101 5,045 47,616 SH   SOLE   38,184 0 9,432
INTEGRA LIFESCIENCES HOLDING COM 457985208 667 10,122 SH   SOLE   8,377 0 1,745
INTEL CORP COM 458140100 284 5,996 SH   SOLE   0 0 5,996
INTERXION HOLDING NV ADR N47279109 1,090 16,200 SH   SOLE   4,900 0 11,300
INTRICON CORP COM 46121H109 9,958 177,186 SH   SOLE   153,602 0 23,584
INTUITIVE SURGICAL INC COM 46120E602 1,913 3,333 SH   SOLE   2,126 0 1,207
INVESCO INDIA EXCHANGE - TRADED PORTFOLIO COM 46137R109 1,498 62,543 SH   SOLE   62,543 0 0
INVESTORS BANCORP INC COM 46146L101 2,997 244,282 SH   SOLE   244,282 0 0
IRADIMED CORP COM 46266A109 2,606 70,153 SH   SOLE   13,331 0 56,822
IRHYTHM TECHNOLOGIES INC COM 450056106 27,856 294,271 SH   SOLE   249,668 0 44,603
IRIDEX CORP COM 462684101 1,778 280,000 SH   SOLE   280,000 0 0
ISHARES FTSE CHINA 25 INDEX COM 464287184 776 18,114 SH   SOLE   18,114 0 0
ISHARES MSCI INDIA ETF ADR 46429B598 452 13,918 SH   SOLE   13,918 0 0
ISHARES MSCI SOUTH KOREA ETF COM 464286772 2,746 40,228 SH   SOLE   40,228 0 0
ISHARES RUSSELL 2000 GROWTH COM 464287648 1,934 8,991 SH   SOLE   8,991 0 0
ISHARES TIPS BOND ETF COM 464287176 246 2,226 SH   SOLE   0 0 2,226
ITAU UNIBANCO HLDNG-PREF ADR ADR 465562106 57,720 5,256,820 SH   SOLE   4,063,718 0 1,193,102
JAZZ PHARMACEUTICALS PLC COM G50871105 351 2,090 SH   SOLE   0 0 2,090
JOHNSON & JOHNSON COM 478160104 471 3,407 SH   SOLE   0 0 3,407
JPMORGAN CHASE & CO COM 46625H100 354 3,135 SH   SOLE   0 0 3,135
KADANT INC COM 48282T104 11,148 103,366 SH   SOLE   92,506 0 10,860
KEARNY FINANCIAL CORP/MD COM 48716P108 5,287 381,733 SH   SOLE   381,733 0 0
KEYCORP COM 493267108 3,422 172,025 SH   SOLE   172,025 0 0
KIMBERLY-CLARK CORP COM 494368103 1,250 11,000 SH   SOLE   0 0 11,000
KINDER MORGAN INC COM 49456B101 2,600 146,620 SH   SOLE   0 0 146,620
KINSALE CAPITAL GROUP INC COM 49714P108 7,770 121,674 SH   SOLE   108,880 0 12,794
KOHLS CORP COM 500255104 1,289 17,293 SH   SOLE   8,226 0 9,067
KORNIT DIGITAL LTD ADR M6372Q113 14,869 678,934 SH   SOLE   591,558 0 87,376
KRANESHARES CSI CHINA INTERN COM 500767306 1,152 23,600 SH   SOLE   7,100 0 16,500
KRATOS DEFENSE & SECURITY COM 50077B207 9,704 656,560 SH   SOLE   570,568 0 85,992
KROGER CO COM 501044101 1,174 40,320 SH   SOLE   0 0 40,320
LAMB WESTON HOLDINGS INC COM 513272104 1,527 22,930 SH   SOLE   12,115 0 10,815
LIGAND PHARMACEUTICALS COM 53220K504 4,360 15,884 SH   SOLE   2,661 0 13,223
LIMELIGHT NETWORKS INC COM 53261M104 721 143,687 SH   SOLE   128,504 0 15,183
LIMONEIRA CO COM 532746104 10,696 409,661 SH   SOLE   366,578 0 43,083
LIVE NATION ENTERTAINMENT IN COM 538034109 3,669 67,353 SH   SOLE   46,885 0 20,468
LIVE OAK BANCSHARES INC COM 53803X105 15,550 580,224 SH   SOLE   506,557 0 73,667
LOCKHEED MARTIN CORP COM 539830109 1,368 3,954 SH   SOLE   0 0 3,954
LOVESAC CO/THE COM 54738L109 6,273 251,135 SH   SOLE   224,833 0 26,302
LOXO ONCOLOGY INC COM 548862101 48,123 281,699 SH   SOLE   251,455 0 30,244
LTC PROPERTIES INC COM 502175102 926 21,000 SH   SOLE   7,302 0 13,698
LULULEMON ATHLETICA INC ADR 550021109 3,679 22,643 SH   SOLE   16,339 0 6,304
LUMENTUM HOLDINGS INC COM 55024U109 2,909 48,532 SH   SOLE   35,897 0 12,635
M & T BANK CORP COM 55261F104 3,006 18,270 SH   SOLE   18,270 0 0
MALIBU BOATS INC - A COM 56117J100 28,913 528,383 SH   SOLE   461,244 0 67,139
MARKET VECTORS SEMICONDUCTOR COM 57060U233 20 30,000 SH Put SOLE   30,000 0 0
MARVELL TECHNOLOGY GROUP LTD ADR G5876H105 5,422 280,924 SH   SOLE   280,924 0 0
MASTERCARD INC-CLASS A COM 57636Q104 228 1,026 SH   SOLE   0 0 1,026
MATCH GROUP INC COM 57665R106 3,004 51,877 SH   SOLE   35,961 0 15,916
MCBC HOLDINGS INC COM 55276F107 15,419 429,739 SH   SOLE   384,602 0 45,137
MEDIDATA SOLUTIONS INC COM 58471A105 1,881 25,659 SH   SOLE   20,372 0 5,287
MEDIFAST INC COM 58470H101 22,963 103,645 SH   SOLE   91,481 0 12,164
MERCADOLIBRE INC ADR 58733R102 10,743 31,552 SH   SOLE   24,316 0 7,236
MERCURY SYSTEMS INC COM 589378108 13,243 239,389 SH   SOLE   208,641 0 30,748
MESA AIR GROUP INC COM 590479135 15,115 1,090,537 SH   SOLE   769,586 0 320,951
META FINANCIAL GROUP INC COM 59100U108 6,197 74,982 SH   SOLE   67,106 0 7,876
MGP INGREDIENTS INC COM 55303J106 4,907 62,134 SH   SOLE   55,357 0 6,777
MICROSOFT CORP COM 594918104 990 8,660 SH   SOLE   0 0 8,660
MID-AMERICA APARTMENT COMM COM 59522J103 3,884 38,774 SH   SOLE   13,285 0 25,489
MIMECAST LTD ADR G14838109 15,181 362,483 SH   SOLE   316,873 0 45,610
MINDBODY INC - CLASS A COM 60255W105 6,852 168,572 SH   SOLE   143,182 0 25,390
MIRATI THERAPEUTICS INC COM 60468T105 18,368 389,977 SH   SOLE   349,025 0 40,952
MOMO INC-ADR ADR 60879B107 26,989 616,185 SH   SOLE   468,584 0 147,601
MONARCH CASINO & RESORT INC COM 609027107 5,951 130,939 SH   SOLE   116,650 0 14,289
MONOLITHIC POWER SYSTEMS INC COM 609839105 2,444 19,473 SH   SOLE   15,616 0 3,857
MOVADO GROUP INC COM 624580106 18,341 437,735 SH   SOLE   384,215 0 53,520
MSCI INC COM 55354G100 15,696 88,474 SH   SOLE   68,501 0 19,973
MYOKARDIA INC COM 62857M105 18,390 282,058 SH   SOLE   244,368 0 37,690
NATERA INC COM 632307104 13,331 556,856 SH   SOLE   508,837 0 48,019
NATIONAL RETAIL PROPERTIES COM 637417106 2,286 50,995 SH   SOLE   14,138 0 36,857
NATIONAL VISION HOLDINGS INC COM 63845R107 1,399 30,997 SH   SOLE   18,942 0 12,055
NETAPP INC COM 64110D104 888 10,334 SH   SOLE   7,499 0 2,835
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,200 17,893 SH   SOLE   14,808 0 3,085
NEURONETICS INC COM 64131A105 6,961 217,135 SH   SOLE   194,314 0 22,821
NIKE INC -CL B COM 654106103 25,690 303,237 SH   SOLE   233,375 0 69,862
NMI HOLDINGS INC-CLASS A COM 629209305 8,390 370,398 SH   SOLE   331,467 0 38,931
NOAH HOLDINGS LTD-SPON ADS ADR 65487X102 13,870 329,144 SH   SOLE   253,737 0 75,407
NOODLES & CO COM 65540B105 10,499 867,720 SH   SOLE   738,931 0 128,789
NORDSTROM INC COM 655664100 448 7,494 SH   SOLE   0 0 7,494
NORTHROP GRUMMAN CORP COM 666807102 762 2,400 SH   SOLE   0 0 2,400
NOVANTA INC COM 67000B104 684 10,000 SH   SOLE   0 0 10,000
NOVOCURE LTD ADR G6674U108 8,165 155,817 SH   SOLE   26,480 0 129,337
NUTANIX INC - A COM 67059N108 654 15,300 SH   SOLE   3,600 0 11,700
NUVECTRA CORP COM 67075N108 16,520 751,597 SH   SOLE   685,287 0 66,310
NV5 GLOBAL INC COM 62945V109 17,731 204,509 SH   SOLE   172,711 0 31,798
NVIDIA CORP COM 67066G104 11,849 42,164 SH   SOLE   32,664 0 9,500
OCCIDENTAL PETROLEUM CORP COM 674599105 302 3,681 SH   SOLE   0 0 3,681
OCEANFIRST FINANCIAL CORP COM 675234108 8,243 302,829 SH   SOLE   302,829 0 0
OKTA INC COM 679295105 1,845 26,229 SH   SOLE   17,692 0 8,537
OLD DOMINION FREIGHT LINE COM 679580100 1,453 9,013 SH   SOLE   7,459 0 1,554
OMEGA HEALTHCARE INVESTORS COM 681936100 2,916 88,970 SH   SOLE   30,062 0 58,908
ON ASSIGNMENT INC COM 00191U102 3,109 39,387 SH   SOLE   29,378 0 10,009
ONEOK INC COM 682680103 1,708 25,200 SH   SOLE   0 0 25,200
OPTIMIZERX CORP COM 68401U204 1,332 74,000 SH   SOLE   0 0 74,000
ORION ENGINEERED CARBONS SA ADR L72967109 2,672 83,252 SH   SOLE   66,068 0 17,184
ORITANI FINANCIAL CORP COM 68633D103 2,803 180,244 SH   SOLE   180,244 0 0
ORTHOPEDIATRICS CORP COM 68752L100 15,992 436,471 SH   SOLE   390,585 0 45,886
OVID THERAPEUTICS INC COM 690469101 1,197 211,107 SH   SOLE   188,734 0 22,373
PAGSEGURO DIGITAL LTD-CL A ADR G68707101 18,823 680,283 SH   SOLE   524,172 0 156,111
PAYCOM SOFTWARE INC COM 70432V102 4,127 26,553 SH   SOLE   3,002 0 23,551
PAYLOCITY HOLDING CORP COM 70438V106 4,794 59,689 SH   SOLE   36,456 0 23,233
PENN VIRGINIA CORP COM 70788V102 4,221 52,410 SH   SOLE   46,860 0 5,550
PENUMBRA INC COM 70975L107 1,326 8,861 SH   SOLE   5,909 0 2,952
PERSPECTA INC COM 715347100 5,848 227,387 SH   SOLE   227,387 0 0
PETIQ INC COM 71639T106 11,785 299,786 SH   SOLE   268,276 0 31,510
PETROLEO BRASILEIRO S.A.-ADR ADR 71654V408 266 22,063 SH   SOLE   22,063 0 0
PFIZER INC COM 717081103 361 8,194 SH   SOLE   0 0 8,194
PGT INC COM 69336V101 7,902 365,827 SH   SOLE   327,408 0 38,419
PLAINS ALL AMER PIPELINE LP COM 726503105 900 36,000 SH   SOLE   0 0 36,000
PLANET FITNESS INC - CL A COM 72703H101 5,936 109,863 SH   SOLE   88,345 0 21,518
PLAYAGS INC COM 72814N104 15,373 521,645 SH   SOLE   444,876 0 76,769
POOL CORP COM 73278L105 6,293 37,709 SH   SOLE   30,315 0 7,394
POST HOLDINGS INC COM 737446104 668 6,810 SH   SOLE   0 0 6,810
PRIMO WATER CORP COM 74165N105 13,560 751,228 SH   SOLE   647,880 0 103,348
PRINCIPIA BIOPHARMA INC COM 74257L108 7,265 248,626 SH   SOLE   223,399 0 25,227
PROCTER & GAMBLE CO/THE COM 742718109 1,032 12,400 SH   SOLE   0 0 12,400
PROGRESSIVE CORP COM 743315103 367 5,172 SH   SOLE   0 0 5,172
PROOFPOINT INC COM 743424103 2,730 25,677 SH   SOLE   20,597 0 5,080
PUBLIC SERVICE ENTERPRISE GP COM 744573106 514 9,735 SH   SOLE   0 0 9,735
PURE STORAGE INC - CLASS A COM 74624M102 4,303 165,801 SH   SOLE   132,989 0 32,812
Q2 HOLDINGS INC COM 74736L109 9,483 156,612 SH   SOLE   135,461 0 21,151
QTS REALTY TRUST INC-CL A COM 74736A103 3,844 90,079 SH   SOLE   24,316 0 65,763
QUANTA SERVICES INC COM 74762E102 5,004 149,900 SH   SOLE   149,900 0 0
QUINSTREET INC COM 74874Q100 17,966 1,323,927 SH   SOLE   1,184,723 0 139,204
RA MEDICAL SYSTEMS INC COM 74933X104 946 52,000 SH   SOLE   47,611 0 4,389
RAYTHEON COMPANY COM 755111507 1,044 5,050 SH   SOLE   0 0 5,050
REALTY INCOME CORP COM 756109104 1,425 25,050 SH   SOLE   8,622 0 16,428
REATA PHARMACEUTICALS INC-A COM 75615P103 15,275 186,827 SH   SOLE   163,485 0 23,342
REXFORD INDUSTRIAL REALTY IN COM 76169C100 652 20,397 SH   SOLE   16,880 0 3,517
REXNORD CORP COM 76169B102 2,182 70,855 SH   SOLE   56,248 0 14,607
RINGCENTRAL INC-CLASS A COM 76680R206 17,236 185,231 SH   SOLE   107,076 0 78,155
ROCKWELL COLLINS INC COM 774341101 8,010 57,024 SH   SOLE   57,024 0 0
ROKU INC COM 77543R102 17,858 244,530 SH   SOLE   142,054 0 102,476
RYMAN HOSPITALITY PROPERTIES COM 78377T107 8,626 100,105 SH   SOLE   76,350 0 23,755
SABRA HEALTH CARE REIT INC COM 78573L106 4,857 210,057 SH   SOLE   71,207 0 138,850
SAGE THERAPEUTICS INC COM 78667J108 441 3,121 SH   SOLE   2,583 0 538
SAIA INC COM 78709Y105 12,847 168,051 SH   SOLE   146,244 0 21,807
SAREPTA THERAPEUTICS INC COM 803607100 7,134 44,170 SH   SOLE   32,926 0 11,244
SEA LTD-ADR ADR 81141R100 8,850 639,909 SH   SOLE   472,266 0 167,643
SEAWORLD ENTERTAINMENT INC COM 81282V100 2,296 73,036 SH   SOLE   57,984 0 15,052
SEMTECH CORP COM 816850101 3,289 59,152 SH   SOLE   40,693 0 18,459
SENDGRID INC COM 816883102 17,194 467,346 SH   SOLE   368,805 0 98,541
SERVICEMASTER GLOBAL HOLDING COM 81761R109 484 7,799 SH   SOLE   0 0 7,799
SERVICENOW INC COM 81762P102 626 3,200 SH   SOLE   0 0 3,200
SESEN BIO INC COM 817763105 7,792 3,623,957 SH   SOLE   3,375,298 0 248,659
SHARPSPRING INC COM 820054104 617 44,000 SH   SOLE   0 0 44,000
SHOPIFY INC - A ADR 82509L107 1,151 7,000 SH   SOLE   2,100 0 4,900
SHOTSPOTTER INC COM 82536T107 8,719 142,258 SH   SOLE   116,198 0 26,060
SIENTRA INC COM 82621J105 27,481 1,150,782 SH   SOLE   1,029,417 0 121,365
SIMPLY GOOD FOODS CO/THE COM 82900L102 5,170 265,829 SH   SOLE   159,275 0 106,554
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 6,846 90,867 SH   SOLE   74,155 0 16,712
Skyline Champion Corp COM 830830105 18,252 638,859 SH   SOLE   560,161 0 78,698
SKYWEST INC COM 830879102 2,619 44,458 SH   SOLE   35,277 0 9,181
SM ENERGY CO COM 78454L100 486 15,400 SH   SOLE   3,700 0 11,700
SMARTSHEET INC-CLASS A COM 83200N103 9,386 300,252 SH   SOLE   259,363 0 40,889
SOLARIS OILFIELD INFRAST-A COM 83418M103 10,492 555,435 SH   SOLE   482,518 0 72,917
SOUTHERN COPPER CORP COM 84265V105 6,202 143,773 SH   SOLE   32,609 0 111,164
SOUTHWEST AIRLINES CO COM 844741108 1,049 16,800 SH   SOLE   0 0 16,800
SOUTHWEST GAS HOLDINGS INC COM 844895102 3,022 38,233 SH   SOLE   0 0 38,233
SPDR S&P 500 ETF TRUST COM 78462F103 754 2,592 SH   SOLE   0 0 2,592
SPDR S&P 500 ETF TRUST COM 78462F103 12 15,600 SH Put SOLE   0 0 15,600
SPDR S&P OIL & GAS EXP & PR COM 78464A730 280 6,476 SH   SOLE   0 0 6,476
SPIRIT AIRLINES INC COM 848577102 780 16,600 SH   SOLE   0 0 16,600
SPS COMMERCE INC COM 78463M107 822 8,280 SH   SOLE   1,150 0 7,130
SPX FLOW INC COM 78469X107 2,001 38,488 SH   SOLE   30,553 0 7,935
SQUARE INC - A COM 852234103 3,566 36,012 SH   SOLE   15,599 0 20,413
STAAR SURGICAL CO COM 852312305 10,309 214,780 SH   SOLE   161,403 0 53,377
STERLING CONSTRUCTION CO COM 859241101 5,591 390,409 SH   SOLE   349,363 0 41,046
STITCH FIX INC-CLASS A COM 860897107 2,763 63,135 SH   SOLE   9,676 0 53,459
STOCK YARDS BANCORP INC COM 861025104 363 10,000 SH   SOLE   0 0 10,000
STORE CAPITAL CORP COM 862121100 6,527 234,875 SH   SOLE   65,413 0 169,462
STRATEGIC EDUCATION INC COM 86272C103 1,988 14,511 SH   SOLE   11,520 0 2,991
SUN HYDRAULICS CORP COM 866942105 1,969 35,950 SH   SOLE   28,535 0 7,415
SUTRO BIOPHARMA INC COM 869367102 5,374 358,278 SH   SOLE   338,070 0 20,208
SVB FINANCIAL GROUP COM 78486Q101 2,500 8,043 SH   SOLE   4,161 0 3,882
TABULA RASA HEALTHCARE INC COM 873379101 11,872 146,222 SH   SOLE   81,040 0 65,182
TACTILE SYSTEMS TECHNOLOGY I COM 87357P100 37,200 523,571 SH   SOLE   456,155 0 67,416
TAIWAN SEMICONDUCTOR-SP ADR ADR 874039100 125,907 2,851,166 SH   SOLE   2,163,056 0 688,110
TANDEM DIABETES CARE INC COM 875372203 9,076 211,860 SH   SOLE   189,593 0 22,267
TC PIPELINES LP COM 87233Q108 2,875 94,791 SH   SOLE   0 0 94,791
TELADOC HEALTH INC COM 87918A105 29,414 340,639 SH   SOLE   252,866 0 87,773
THERMON GROUP HOLDINGS INC COM 88362T103 2,728 105,832 SH   SOLE   83,976 0 21,856
TIFFANY & CO COM 886547108 694 5,382 SH   SOLE   4,454 0 928
TILLY'S INC-CLASS A SHRS COM 886885102 5,727 302,222 SH   SOLE   270,467 0 31,755
TOTAL SYSTEM SERVICES INC COM 891906109 285 2,888 SH   SOLE   0 0 2,888
TPI COMPOSITES INC COM 87266J104 8,874 310,816 SH   SOLE   257,213 0 53,603
TRADE DESK INC/THE -CLASS A COM 88339J105 3,717 24,631 SH   SOLE   3,860 0 20,771
TREX COMPANY INC COM 89531P105 246 3,200 SH   SOLE   0 0 3,200
TRICIDA INC COM 89610F101 7,271 237,995 SH   SOLE   207,026 0 30,969
TRIMBLE NAVIGATION LTD COM 896239100 695 16,000 SH   SOLE   0 0 16,000
TRISTATE CAPITAL HLDGS INC COM 89678F100 8,200 297,103 SH   SOLE   265,850 0 31,253
TRIUMPH BANCORP INC COM 89679E300 8,857 231,871 SH   SOLE   207,271 0 24,600
TWILIO INC - A COM 90138F102 2,489 28,851 SH   SOLE   19,264 0 9,587
UDR INC COM 902653104 3,941 97,473 SH   SOLE   31,627 0 65,846
ULTA BEAUTY INC COM 90384S303 1,619 5,738 SH   SOLE   3,413 0 2,325
UNDER ARMOUR INC-CLASS A COM 904311107 834 39,300 SH   SOLE   32,500 0 6,800
UNITED RENTALS INC COM 911363109 1,393 8,516 SH   SOLE   3,681 0 4,835
UNITED TECHNOLOGIES CORP COM 913017109 449 49,100 SH Call SOLE   49,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 493 1,853 SH   SOLE   0 0 1,853
UNIVERSAL LOGISTICS HOLDINGS COM 91388P105 2,159 58,666 SH   SOLE   9,451 0 49,215
UPLAND SOFTWARE INC COM 91544A109 14,561 450,659 SH   SOLE   403,302 0 47,357
URBAN OUTFITTERS INC COM 917047102 755 18,457 SH   SOLE   15,275 0 3,182
USA TECHNOLOGIES INC COM 90328S500 1,805 250,683 SH   SOLE   224,232 0 26,451
VAIL RESORTS INC COM 91879Q109 1,998 7,279 SH   SOLE   6,024 0 1,255
VALE SA-SP ADR ADR 91912E105 55,833 3,762,357 SH   SOLE   2,910,683 0 851,674
VALERO ENERGY CORP COM 91913Y100 310 2,726 SH   SOLE   0 0 2,726
VEEVA SYSTEMS INC-CLASS A COM 922475108 2,092 19,218 SH   SOLE   7,367 0 11,851
VEONEER INC ADR 92336X109 2,099 38,119 SH   SOLE   30,263 0 7,856
VERACYTE INC COM 92337F107 605 63,300 SH   SOLE   0 0 63,300
VERICEL CORP COM 92346J108 8,653 611,552 SH   SOLE   547,260 0 64,292
VERIZON COMMUNICATIONS INC COM 92343V104 1,326 24,827 SH   SOLE   0 0 24,827
VF CORP COM 918204108 252 2,700 SH   SOLE   0 0 2,700
VIRTUSA CORP COM 92827P102 12,645 235,432 SH   SOLE   210,677 0 24,755
VISA INC-CLASS A SHARES COM 92826C839 359 2,392 SH   SOLE   0 0 2,392
WABTEC CORP COM 929740108 1,498 14,283 SH   SOLE   11,820 0 2,463
WAL-MART STORES INC COM 931142103 1,161 12,365 SH   SOLE   0 0 12,365
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,330 18,250 SH   SOLE   0 0 18,250
WASTE CONNECTIONS INC ADR 94106B101 1,153 14,448 SH   SOLE   11,957 0 2,491
WATERSTONE FINANCIAL INC COM 94188P101 5,047 294,294 SH   SOLE   294,294 0 0
WEIGHT WATCHERS INTL INC COM 948626106 3,240 45,000 SH   SOLE   33,453 0 11,547
Welltower Inc COM 95040Q104 5,623 87,427 SH   SOLE   29,331 0 58,096
WILLIAMS COS INC COM 969457100 6,271 230,649 SH   SOLE   0 0 230,649
WINGSTOP INC COM 974155103 16,109 235,953 SH   SOLE   169,845 0 66,108
WORKDAY INC-CLASS A COM 98138H101 861 5,898 SH   SOLE   4,881 0 1,017
WORLDPAY INC COM 981558109 633 6,253 SH   SOLE   0 0 6,253
WPX ENERGY INC COM 98212B103 1,986 98,731 SH   SOLE   62,206 0 36,525
XCEL ENERGY INC COM 98389B100 2,939 62,257 SH   SOLE   0 0 62,257
XILINX INC COM 983919101 578 7,205 SH   SOLE   0 0 7,205
XPO LOGISTICS INC COM 983793100 21,189 185,588 SH   SOLE   158,130 0 27,458
YANDEX NV-A ADR N97284108 50,707 1,541,702 SH   SOLE   1,189,119 0 352,583
YELP INC COM 985817105 3,578 72,725 SH   SOLE   54,565 0 18,160
ZAYO GROUP HOLDINGS INC COM 98919V105 1,195 34,406 SH   SOLE   8,719 0 25,687
ZENDESK INC COM 98936J101 1,031 14,522 SH   SOLE   12,018 0 2,504
ZSCALER INC COM 98980G102 26,274 644,279 SH   SOLE   512,064 0 132,215