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 82,588 433,444 SH   SOLE 2 433,444 0 0
AAON INC COM 000360206 6,095 173,854 SH   SOLE 2 173,854 0 0
ABB LTD-SPON ADR ADR 000375204 253 13,325 SH   SOLE 13,325 0 0
ABBOTT LABORATORIES COM 002824100 29,030 401,355 SH   SOLE 2 401,355 0 0
ABBVIE INC COM 00287Y109 5,022 54,483 SH   SOLE 2 54,483 0 0
ABIOMED INC COM 003654100 46,055 141,693 SH   SOLE 2 141,693 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 10,342 272,177 SH   SOLE 2 272,177 0 0
ACCELERON PHARMA INC COM 00434H108 38,219 877,589 SH   SOLE 1,2 877,589 0 0
ACI WORLDWIDE INC COM 004498101 6,543 236,474 SH   SOLE 2 236,474 0 0
ACTIVISION BLIZZARD INC COM 00507V109 305 6,561 SH   SOLE 2 6,561 0 0
ACUITY BRANDS INC COM 00508Y102 1,590 13,835 SH   SOLE 2 13,835 0 0
ACUSHNET HOLDINGS CORP COM 005098108 7,472 354,672 SH   SOLE 2 354,672 0 0
ADOBE INC COM 00724F101 6,209 27,448 SH   SOLE 27,448 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,612 16,590 SH   SOLE 16,590 0 0
ADVANCED DISPOSAL SERVICES I COM 00790X101 3,695 154,359 SH   SOLE 154,359 0 0
ADVANCED MICRO DEVICES COM 007903107 85,551 4,634,447 SH   SOLE 2 4,634,447 0 0
AEGON N.V.-NY REG SHR NY Reg Shrs 007924103 294 63,429 SH   SOLE 63,429 0 0
AERCAP HOLDINGS NV COM N00985106 4,811 121,498 SH   SOLE 121,498 0 0
AEROJET ROCKETDYNE HOLDINGS COM 007800105 74,775 2,122,508 SH   SOLE 1,2 2,122,508 0 0
AEROVIRONMENT INC COM 008073108 12,249 180,268 SH   SOLE 1,2 180,268 0 0
AGREE REALTY CORP REIT 008492100 16,848 284,983 SH   SOLE   284,983 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 31,487 1,316,354 SH   SOLE 1,2 1,316,354 0 0
ALARM.COM HOLDINGS INC COM 011642105 38,485 741,968 SH   SOLE 1,2 741,968 0 0
ALBEMARLE CORP COM 012653101 27,807 360,813 SH   SOLE 2 360,813 0 0
ALIGN TECHNOLOGY INC COM 016255101 47,607 227,319 SH   SOLE 2 227,319 0 0
ALLEGION PLC COM G0176J109 32,456 407,183 SH   SOLE 2 407,183 0 0
ALLERGAN PLC COM G0177J108 3,550 26,566 SH   SOLE 2 26,566 0 0
ALLISON TRANSMISSION HOLDING COM 01973R101 20,781 473,282 SH   SOLE 2 473,282 0 0
ALLSTATE CORP COM 020002101 2,293 27,759 SH   SOLE 2 27,759 0 0
ALPHABET INC-CL A COM 02079K305 7,703 7,372 SH   SOLE 7,372 0 0
ALPHABET INC-CL C COM 02079K107 8,053 7,777 SH   SOLE 7,777 0 0
ALTRA INDUSTRIAL MOTION CORP COM 02208R106 4,061 161,478 SH   SOLE 161,478 0 0
ALTRIA GROUP INC COM 02209S103 84,933 1,719,652 SH   SOLE 2 1,719,652 0 0
AMAZON.COM INC COM 023135106 12,162 8,098 SH   SOLE 2 8,098 0 0
AMDOCS LTD COM G02602103 4,140 70,673 SH   SOLE 2 70,673 0 0
AMERICAN SOFTWARE INC-CL A COM 029683109 7,062 675,836 SH   SOLE 2 675,836 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 52,783 505,730 SH   SOLE 505,730 0 0
AMETEK INC COM 031100100 4,079 60,255 SH   SOLE 2 60,255 0 0
AMGEN INC COM 031162100 5,821 29,904 SH   SOLE 2 29,904 0 0
AMICUS THERAPEUTICS INC COM 03152W109 24,367 2,543,554 SH   SOLE 1,2 2,543,554 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 5,209 91,938 SH   SOLE 2 91,938 0 0
AMPHENOL CORP-CL A COM 032095101 57,270 706,871 SH   SOLE 706,871 0 0
ANSYS INC COM 03662Q105 1,376 9,632 SH   SOLE 2 9,632 0 0
ANTERO RESOURCES CORP COM 03674X106 4,298 457,735 SH   SOLE 2 457,735 0 0
ANTHEM INC COM 94973V107 6,868 26,154 SH   SOLE 2 26,154 0 0
APERGY CORP COM 03755L104 3,207 118,435 SH   SOLE 2 118,435 0 0
APPLE INC COM 037833100 12,102 76,726 SH   SOLE 2 76,726 0 0
APTARGROUP INC COM 038336103 5,714 60,748 SH   SOLE 60,748 0 0
APTIV PLC COM G6095L109 41,391 672,267 SH   SOLE 672,267 0 0
ARCH CAPITAL GROUP LTD COM G0450A105 2,659 99,524 SH   SOLE 2 99,524 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 2,827 69,007 SH   SOLE 2 69,007 0 0
ARGO GROUP INTERNATIONAL COM G0464B107 14,223 211,502 SH   SOLE 211,502 0 0
ARTHUR J GALLAGHER & CO COM 363576109 1,677 22,766 SH   SOLE 2 22,766 0 0
AT HOME GROUP INC COM 04650Y100 34,540 1,851,034 SH   SOLE 1,2 1,851,034 0 0
AT&T INC COM 00206R102 85,769 3,005,230 SH   SOLE 2 3,005,230 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 55,921 1,609,712 SH   SOLE 1,2 1,609,712 0 0
AUTODESK INC COM 052769106 58,215 452,654 SH   SOLE 452,654 0 0
AUTOZONE INC COM 053332102 71,978 85,858 SH   SOLE 85,858 0 0
AVAYA HOLDINGS CORP COM 05351X101 8,773 602,550 SH   SOLE 602,550 0 0
AXOGEN INC COM 05463X106 19,283 943,864 SH   SOLE 1,2 943,864 0 0
BADGER METER INC COM 056525108 12,306 250,075 SH   SOLE 2 250,075 0 0
BALCHEM CORP COM 057665200 5,211 66,516 SH   SOLE 2 66,516 0 0
BANCO BILBAO VIZCAYA-SP ADR ADR 05946K101 133 25,324 SH   SOLE 25,324 0 0
BANCO SANTANDER BRASIL-ADS ADR 05967A107 195 17,598 SH   SOLE 17,598 0 0
BANCO SANTANDER SA-SPON ADR ADR 05964H105 321 71,755 SH   SOLE 71,755 0 0
BANK OF AMERICA CORP COM 060505104 4,990 202,545 SH   SOLE 2 202,545 0 0
BANK OF MONTREAL COM 063671101 3,183 48,719 SH   SOLE 48,719 0 0
BARNES GROUP INC COM 067806109 16,787 313,091 SH   SOLE 2 313,091 0 0
BB&T CORP COM 054937107 4,827 111,441 SH   SOLE 111,441 0 0
BEACON ROOFING SUPPLY INC COM 073685109 6,335 199,720 SH   SOLE 199,720 0 0
BERKSHIRE HATHAWAY INC-CL B COM 084670702 2,156 10,563 SH   SOLE 10,563 0 0
BERKSHIRE HILLS BANCORP INC COM 084680107 869 32,243 SH   SOLE 32,243 0 0
BERRY GLOBAL GROUP INC COM 08579W103 9,216 193,905 SH   SOLE 193,905 0 0
BGC PARTNERS INC-CL A COM 05541T101 4,005 774,716 SH   SOLE 2 774,716 0 0
BHP GROUP LTD-SPON ADR ADR 088606108 806 16,703 SH   SOLE 16,703 0 0
BIOGEN INC COM 09062X103 216 719 SH   SOLE 719 0 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196106 36,460 985,954 SH   SOLE 1,2 985,954 0 0
BIO-RAD LABORATORIES-A COM 090572207 3,292 14,177 SH   SOLE 2 14,177 0 0
BIOSPECIFICS TECHNOLOGIES COM 090931106 3,985 65,768 SH   SOLE 2 65,768 0 0
BIO-TECHNE CORP COM 09073M104 6,982 48,249 SH   SOLE 2 48,249 0 0
BLOOM ENERGY CORP- A COM 093712107 16,242 1,627,542 SH   SOLE 1,2 1,627,542 0 0
BLUCORA INC COM 095229100 5,962 223,802 SH   SOLE 2 223,802 0 0
BLUEBIRD BIO INC COM 09609G100 27,676 278,999 SH   SOLE 2 278,999 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 41,040 761,269 SH   SOLE 1,2 761,269 0 0
BOEING CO/THE COM 097023105 4,398 13,638 SH   SOLE 13,638 0 0
BORGWARNER INC COM 099724106 1,423 40,968 SH   SOLE 40,968 0 0
BP PLC-SPONS ADR ADR 055622104 653 17,223 SH   SOLE 2 17,223 0 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 77,083 691,643 SH   SOLE 2 691,643 0 0
BRINK'S CO/THE COM 109696104 45,944 710,663 SH   SOLE 1,2 710,663 0 0
BROADRIDGE FINANCIAL SOLUTIO COM 11133T103 1,766 18,354 SH   SOLE 18,354 0 0
BRUKER CORP COM 116794108 14,483 486,509 SH   SOLE 2 486,509 0 0
BRUNSWICK CORP COM 117043109 57,330 1,234,240 SH   SOLE 2 1,234,240 0 0
BRYN MAWR BANK CORP COM 117665109 4,420 128,493 SH   SOLE 2 128,493 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 37,057 3,396,638 SH   SOLE 1,2 3,396,638 0 0
BURLINGTON STORES INC COM 122017106 172,455 1,060,153 SH   SOLE 2 1,060,153 0 0
BWX TECHNOLOGIES INC COM 05605H100 6,914 180,872 SH   SOLE 2 180,872 0 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 49,360 586,993 SH   SOLE 2 586,993 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 50,966 534,523 SH   SOLE 1,2 534,523 0 0
CACI INTERNATIONAL INC -CL A COM 127190304 17,045 118,347 SH   SOLE 118,347 0 0
CADENCE DESIGN SYS INC COM 127387108 1,122 25,812 SH   SOLE 25,812 0 0
CAESARS ENTERTAINMENT CORP COM 127686103 17,510 2,578,902 SH   SOLE 2 2,578,902 0 0
CALAVO GROWERS INC COM 128246105 3,677 50,401 SH   SOLE 2 50,401 0 0
CALERES INC COM 129500104 6,544 235,168 SH   SOLE 2 235,168 0 0
CALLAWAY GOLF COMPANY COM 131193104 6,395 418,037 SH   SOLE 2 418,037 0 0
CAMDEN NATIONAL CORP COM 133034108 4,611 128,206 SH   SOLE 2 128,206 0 0
CAMDEN PROPERTY TRUST REIT 133131102 15,852 180,043 SH   SOLE 2 180,043 0 0
CAMPING WORLD HOLDINGS INC-A COM 13462K109 420 36,653 SH   SOLE 2 36,653 0 0
CANADA GOOSE HOLDINGS INC COM 135086106 61,521 1,407,154 SH   SOLE 1 1,407,154 0 0
CANTEL MEDICAL CORP COM 138098108 12,251 164,561 SH   SOLE 164,561 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 5,067 67,043 SH   SOLE 2 67,043 0 0
CARLISLE COS INC COM 142339100 10,808 107,526 SH   SOLE 2 107,526 0 0
CARNIVAL CORP COM 143658300 80,249 1,627,770 SH   SOLE 1,627,770 0 0
CARROLS RESTAURANT GROUP INC COM 14574X104 2,225 226,123 SH   SOLE 2 226,123 0 0
CASEY'S GENERAL STORES INC COM 147528103 99,890 779,540 SH   SOLE 1,2 779,540 0 0
CATALENT INC COM 148806102 11,217 359,778 SH   SOLE 2 359,778 0 0
CATERPILLAR INC COM 149123101 2,324 18,297 SH   SOLE 18,297 0 0
CBRE GROUP INC - A COM 12504L109 462 11,560 SH   SOLE 11,560 0 0
CDW CORP/DE COM 12514G108 4,755 58,675 SH   SOLE 2 58,675 0 0
CEDAR FAIR LP MLP 150185106 3,410 72,111 SH   SOLE 2 72,111 0 0
CELGENE CORP COM 151020104 5,719 89,234 SH   SOLE 2 89,234 0 0
CENTENE CORP COM 15135B101 86,063 746,433 SH   SOLE 2 746,433 0 0
CENTENNIAL RESOURCE DEVELO-A COM 15136A102 7,485 679,299 SH   SOLE 2 679,299 0 0
CENTERPOINT ENERGY INC COM 15189T107 3,694 130,871 SH   SOLE 2 130,871 0 0
CENTERSTATE BANK CORP COM 15201P109 10,457 497,030 SH   SOLE 2 497,030 0 0
CENTRAL PACIFIC FINANCIAL CO COM 154760409 3,906 160,420 SH   SOLE 2 160,420 0 0
CENTURYLINK INC COM 156700106 3,373 222,694 SH   SOLE 2 222,694 0 0
CHARLES RIVER LABORATORIES COM 159864107 7,118 62,897 SH   SOLE 2 62,897 0 0
CHART INDUSTRIES INC COM 16115Q308 110,558 1,700,111 SH   SOLE 1,2 1,700,111 0 0
CHEMICAL FINANCIAL CORP COM 163731102 10,005 273,292 SH   SOLE 2 273,292 0 0
CHEVRON CORP COM 166764100 76,126 699,755 SH   SOLE 2 699,755 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 52,903 122,521 SH   SOLE 122,521 0 0
CHURCHILL DOWNS INC COM 171484108 10,525 43,147 SH   SOLE 2 43,147 0 0
CIMAREX ENERGY CO COM 171798101 825 13,383 SH   SOLE 2 13,383 0 0
CINEMARK HOLDINGS INC COM 17243V102 93,727 2,618,086 SH   SOLE 2 2,618,086 0 0
CISCO SYSTEMS INC COM 17275R102 117,105 2,702,644 SH   SOLE 2 2,702,644 0 0
CITIGROUP INC COM 172967424 9,097 174,754 SH   SOLE 2 174,754 0 0
CNO FINANCIAL GROUP INC COM 12621E103 7,616 511,890 SH   SOLE 2 511,890 0 0
CNOOC LTD-SPON ADR ADR 126132109 247 1,626 SH   SOLE 1,626 0 0
COCA-COLA CO/THE COM 191216100 103,056 2,176,492 SH   SOLE 2 2,176,492 0 0
COCA-COLA EUROPEAN PARTNERS COM G25839104 509 11,118 SH   SOLE 11,118 0 0
COGNEX CORP COM 192422103 142,294 3,679,715 SH   SOLE 1,2 3,679,715 0 0
COHEN & STEERS INC COM 19247A100 7,958 231,891 SH   SOLE   231,891 0 0
COHERENT INC COM 192479103 125,393 1,186,202 SH   SOLE 1,2 1,186,202 0 0
COLUMBIA BANKING SYSTEM INC COM 197236102 14,957 412,175 SH   SOLE 2 412,175 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 9,977 118,657 SH   SOLE 2 118,657 0 0
COMCAST CORP-CLASS A COM 20030N101 1,909 56,065 SH   SOLE 56,065 0 0
COMFORT SYSTEMS USA INC COM 199908104 6,195 141,834 SH   SOLE 2 141,834 0 0
COMMUNITY BANK SYSTEM INC COM 203607106 2,910 49,923 SH   SOLE 2 49,923 0 0
COMMVAULT SYSTEMS INC COM 204166102 16,587 280,724 SH   SOLE 2 280,724 0 0
CONAGRA BRANDS INC COM 205887102 1,152 53,934 SH   SOLE 2 53,934 0 0
CONOCOPHILLIPS COM 20825C104 1,508 24,196 SH   SOLE 2 24,196 0 0
CONSTELLATION BRANDS INC-A COM 21036P108 55,937 347,829 SH   SOLE 2 347,829 0 0
COOPER COS INC/THE COM 216648402 750 2,947 SH   SOLE 2 2,947 0 0
CORE LABORATORIES N.V. COM N22717107 4,408 73,912 SH   SOLE 2 73,912 0 0
CORESITE REALTY CORP REIT 21870Q105 6,563 75,249 SH   SOLE 2 75,249 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 100,875 2,000,310 SH   SOLE 1,2 2,000,310 0 0
CORPORATE OFFICE PROPERTIES REIT 22002T108 3,106 147,702 SH   SOLE   147,702 0 0
COTT CORPORATION COM 22163N106 11,538 827,712 SH   SOLE 2 827,712 0 0
CROWN CASTLE INTL CORP REIT 22822V101 104,740 964,199 SH   SOLE 2 964,199 0 0
CSX CORP COM 126408103 4,262 68,609 SH   SOLE 2 68,609 0 0
CVS HEALTH CORP COM 126650100 4,945 75,483 SH   SOLE 2 75,483 0 0
CYBERARK SOFTWARE LTD/ISRAEL COM M2682V108 364 4,910 SH   SOLE 4,910 0 0
CYMABAY THERAPEUTICS INC COM 23257D103 22,452 2,852,973 SH   SOLE 1,2 2,852,973 0 0
DANAHER CORP COM 235851102 2,791 27,073 SH   SOLE 2 27,073 0 0
DARLING INGREDIENTS INC COM 237266101 5,143 267,354 SH   SOLE 2 267,354 0 0
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 51,918 1,165,126 SH   SOLE 1,2 1,165,126 0 0
DEERE & CO COM 244199105 1,432 9,605 SH   SOLE 2 9,605 0 0
DELTA AIR LINES INC COM 247361702 6,277 125,805 SH   SOLE 2 125,805 0 0
DEVON ENERGY CORP COM 25179M103 2,643 117,294 SH   SOLE 2 117,294 0 0
DEXCOM INC COM 252131107 38,033 317,472 SH   SOLE 2 317,472 0 0
DIAGEO PLC-SPONSORED ADR ADR 25243Q205 543 3,836 SH   SOLE 2 3,836 0 0
DIAMONDBACK ENERGY INC COM 25278X109 79,242 854,827 SH   SOLE 2 854,827 0 0
DIGITAL REALTY TRUST INC REIT 253868103 2,740 25,723 SH   SOLE 2 25,723 0 0
DIREXION DLY SM CAP BULL 3X ETP 25459W847 2,777 65,978 SH   SOLE 2 65,978 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 6,415 103,750 SH   SOLE 2 103,750 0 0
DOLLAR TREE INC COM 256746108 80,500 891,286 SH   SOLE 2 891,286 0 0
DOMINO'S PIZZA INC COM 25754A201 590 2,380 SH   SOLE 2 2,380 0 0
DOWDUPONT INC COM 26078J100 63,679 1,190,710 SH   SOLE 2 1,190,710 0 0
DSW INC-CLASS A COM 23334L102 14,563 589,624 SH   SOLE 2 589,624 0 0
DUKE ENERGY CORP COM 26441C204 2,447 28,357 SH   SOLE 2 28,357 0 0
DXC TECHNOLOGY CO COM 23355L106 2,770 52,109 SH   SOLE 2 52,109 0 0
DYNAVAX TECHNOLOGIES CORP COM 268158201 21,424 2,341,524 SH   SOLE 1,2 2,341,524 0 0
E TRADE FINANCIAL CORP COM 269246401 1,537 35,044 SH   SOLE 35,044 0 0
EAGLE BANCORP INC COM 268948106 2,953 60,627 SH   SOLE 2 60,627 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 82,473 538,443 SH   SOLE 2 538,443 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,163 36,894 SH   SOLE 2 36,894 0 0
ELI LILLY & CO COM 532457108 1,673 14,460 SH   SOLE 2 14,460 0 0
ELLIE MAE INC COM 28849P100 37,257 592,982 SH   SOLE 1,2 592,982 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 10,716 180,785 SH   SOLE   180,785 0 0
ENCOMPASS HEALTH CORP COM 29261A100 24,657 399,632 SH   SOLE 1,2 399,632 0 0
ENERGY TRANSFER LP MLP 29273V100 3,284 248,653 SH   SOLE 2 248,653 0 0
ENI SPA-SPONSORED ADR ADR 26874R108 559 17,748 SH   SOLE 2 17,748 0 0
ENSTAR GROUP LTD COM G3075P101 46,420 277,024 SH   SOLE 1,2 277,024 0 0
ENTEGRIS INC COM 29362U104 83,454 2,991,728 SH   SOLE 1,2 2,991,728 0 0
ENTERPRISE FINANCIAL SERVICE COM 293712105 4,906 130,399 SH   SOLE 2 130,399 0 0
ENTERPRISE PRODUCTS PARTNERS MLP 293792107 3,027 123,107 SH   SOLE 2 123,107 0 0
EOG RESOURCES INC COM 26875P101 5,575 63,935 SH   SOLE 2 63,935 0 0
EPR PROPERTIES REIT 26884U109 3,869 60,433 SH   SOLE 2 60,433 0 0
EQUINOR ASA-SPON ADR ADR 29446M102 630 29,760 SH   SOLE 2 29,760 0 0
ERICSSON (LM) TEL-SP ADR ADR 294821608 540 60,957 SH   SOLE 2 60,957 0 0
ETSY INC COM 29786A106 44,023 925,440 SH   SOLE 1,2 925,440 0 0
EVERCORE INC - A COM 29977A105 8,253 115,339 SH   SOLE 2 115,339 0 0
EVERGY INC COM 30034W106 56,060 987,497 SH   SOLE 2 987,497 0 0
EVERI HOLDINGS INC COM 30034T103 30,534 5,929,002 SH   SOLE 1,2 5,929,002 0 0
EVO PAYMENTS INC-CLASS A COM 26927E108 37,172 1,506,803 SH   SOLE 1,2 1,506,803 0 0
EVOLENT HEALTH INC - A COM 30050B101 46,836 2,347,712 SH   SOLE 1,2 2,347,712 0 0
EXACT SCIENCES CORP COM 30063P105 62,882 996,551 SH   SOLE 1,2 996,551 0 0
EXELON CORP COM 30161N101 5,776 128,086 SH   SOLE 2 128,086 0 0
EXLSERVICE HOLDINGS INC COM 302081104 10,389 197,439 SH   SOLE 2 197,439 0 0
EXXON MOBIL CORP COM 30231G102 5,314 77,936 SH   SOLE 2 77,936 0 0
FACEBOOK INC-CLASS A COM 30303M102 4,699 35,853 SH   SOLE 2 35,853 0 0
FEDERAL SIGNAL CORP COM 313855108 12,318 619,027 SH   SOLE 2 619,027 0 0
FIBROGEN INC COM 31572Q808 43,720 944,686 SH   SOLE 1,2 944,686 0 0
FIDELITY NATIONAL INFO SERV COM 31620M106 614 5,992 SH   SOLE 2 5,992 0 0
FIRST INDUSTRIAL REALTY TR REIT 32054K103 13,325 461,714 SH   SOLE 2 461,714 0 0
FIRST INTERSTATE BANCSYS-A COM 32055Y201 5,916 161,837 SH   SOLE 2 161,837 0 0
FIRST MERCHANTS CORP COM 320817109 9,741 284,244 SH   SOLE 2 284,244 0 0
FIRSTCASH INC COM 33767D105 56,654 783,056 SH   SOLE 1,2 783,056 0 0
FIRSTSERVICE CORP COM 33767E103 4,800 70,054 SH   SOLE 2 70,054 0 0
FISERV INC COM 337738108 733 9,977 SH   SOLE 2 9,977 0 0
FLIR SYSTEMS INC COM 302445101 64,216 1,474,875 SH   SOLE 2 1,474,875 0 0
FLOOR & DECOR HOLDINGS INC-A COM 339750101 37,192 1,436,021 SH   SOLE 1,2 1,436,021 0 0
FLUOR CORP COM 343412102 34,055 1,057,620 SH   SOLE 2 1,057,620 0 0
FOOT LOCKER INC COM 344849104 2,982 56,071 SH   SOLE 2 56,071 0 0
FORD MOTOR CO COM 345370860 1,423 186,020 SH   SOLE 2 186,020 0 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 50,718 1,335,052 SH   SOLE 2 1,335,052 0 0
FORUM ENERGY TECHNOLOGIES IN COM 34984V100 1,909 462,317 SH   SOLE 2 462,317 0 0
GCI LIBERTY INC - CLASS A COM 36164V305 9,989 242,699 SH   SOLE 2 242,699 0 0
GENERAC HOLDINGS INC COM 368736104 12,099 243,458 SH   SOLE 2 243,458 0 0
GENERAL ELECTRIC CO COM 369604103 1,092 144,348 SH   SOLE 2 144,348 0 0
GENESCO INC COM 371532102 43,559 983,294 SH   SOLE 1,2 983,294 0 0
GENESEE & WYOMING INC-CL A COM 371559105 7,019 94,830 SH   SOLE 2 94,830 0 0
GENOMIC HEALTH INC COM 37244C101 14,938 231,925 SH   SOLE 1,2 231,925 0 0
GENTHERM INC COM 37253A103 6,551 163,875 SH   SOLE 2 163,875 0 0
GEO GROUP INC/THE REIT 36162J106 16,235 824,113 SH   SOLE 1,2 824,113 0 0
G-III APPAREL GROUP LTD COM 36237H101 6,219 223,008 SH   SOLE 2 223,008 0 0
GILEAD SCIENCES INC COM 375558103 793 12,693 SH   SOLE 2 12,693 0 0
GLACIER BANCORP INC COM 37637Q105 67,140 1,694,603 SH   SOLE 1,2 1,694,603 0 0
GLAXOSMITHKLINE PLC-SPON ADR ADR 37733W105 1,721 45,043 SH   SOLE 2 45,043 0 0
GLOBAL PAYMENTS INC COM 37940X102 46,993 455,671 SH   SOLE 2 455,671 0 0
GLOBUS MEDICAL INC - A COM 379577208 5,648 130,511 SH   SOLE 2 130,511 0 0
GOLDEN ENTERTAINMENT INC COM 381013101 687 42,892 SH   SOLE 2 42,892 0 0
GRACO INC COM 384109104 43,221 1,032,778 SH   SOLE 2 1,032,778 0 0
GRAPHIC PACKAGING HOLDING CO COM 388689101 9,274 871,637 SH   SOLE 2 871,637 0 0
GREAT WESTERN BANCORP INC COM 391416104 7,745 247,855 SH   SOLE 2 247,855 0 0
GREEN DOT CORP-CLASS A COM 39304D102 104,371 1,312,523 SH   SOLE 1,2 1,312,523 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 71,542 891,715 SH   SOLE 1,2 891,715 0 0
HAEMONETICS CORP/MASS COM 405024100 56,250 562,225 SH   SOLE 1,2 562,225 0 0
HALLIBURTON CO COM 406216101 2,870 108,007 SH   SOLE 2 108,007 0 0
HARRIS CORP COM 413875105 51,632 383,459 SH   SOLE 2 383,459 0 0
HEALTHCARE SERVICES GROUP COM 421906108 7,068 175,928 SH   SOLE 2 175,928 0 0
HEALTHEQUITY INC COM 42226A107 59,643 999,893 SH   SOLE 1,2 999,893 0 0
HEICO CORP COM 422806109 1,234 15,936 SH   SOLE 2 15,936 0 0
HELEN OF TROY LTD COM G4388N106 28,982 220,939 SH   SOLE 2 220,939 0 0
HELIX ENERGY SOLUTIONS GROUP COM 42330P107 4,782 883,921 SH   SOLE 2 883,921 0 0
HERITAGE FINANCIAL CORP COM 42722X106 14,261 479,853 SH   SOLE 2 479,853 0 0
HERON THERAPEUTICS INC COM 427746102 43,728 1,685,751 SH   SOLE 1,2 1,685,751 0 0
HEXCEL CORP COM 428291108 128,253 2,236,713 SH   SOLE 1,2 2,236,713 0 0
HIGHWOODS PROPERTIES INC REIT 431284108 13,157 340,080 SH   SOLE 2 340,080 0 0
HOLLYFRONTIER CORP COM 436106108 1,834 35,886 SH   SOLE 2 35,886 0 0
HOME DEPOT INC COM 437076102 25,228 146,833 SH   SOLE 2 146,833 0 0
HONDA MOTOR CO LTD-SPONS ADR ADR 438128308 302 11,450 SH   SOLE 2 11,450 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 94,414 714,611 SH   SOLE 2 714,611 0 0
HORIZON PHARMA PLC COM G4617B105 52,854 2,704,916 SH   SOLE 1,2 2,704,916 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 2,445 146,703 SH   SOLE 2 146,703 0 0
HOWARD HUGHES CORP/THE COM 44267D107 11,250 115,253 SH   SOLE 2 115,253 0 0
HP INC COM 40434L105 4,526 221,225 SH   SOLE 2 221,225 0 0
HSBC HOLDINGS PLC-SPONS ADR ADR 404280406 731 17,797 SH   SOLE 2 17,797 0 0
HUDSON PACIFIC PROPERTIES IN REIT 444097109 3,966 136,509 SH   SOLE 2 136,509 0 0
HUMANA INC COM 444859102 2,614 9,126 SH   SOLE 2 9,126 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,708 227,254 SH   SOLE 2 227,254 0 0
HUNTSMAN CORP COM 447011107 45,898 2,379,384 SH   SOLE 2 2,379,384 0 0
IAC/INTERACTIVECORP COM 44919P508 70,956 387,655 SH   SOLE 2 387,655 0 0
ICU MEDICAL INC COM 44930G107 22,649 98,633 SH   SOLE 2 98,633 0 0
IDEX CORP COM 45167R104 1,334 10,573 SH   SOLE 2 10,573 0 0
IDEXX LABORATORIES INC COM 45168D104 85,556 459,931 SH   SOLE 2 459,931 0 0
IHS MARKIT LTD COM G47567105 79,226 1,651,581 SH   SOLE 2 1,651,581 0 0
ILLUMINA INC COM 452327109 67,059 223,585 SH   SOLE 2 223,585 0 0
INFOSYS LTD-SP ADR ADR 456788108 260 27,312 SH   SOLE 2 27,312 0 0
INGERSOLL-RAND PLC COM G47791101 3,951 43,314 SH   SOLE 2 43,314 0 0
INGEVITY CORP COM 45688C107 17,436 208,350 SH   SOLE 2 208,350 0 0
INNOSPEC INC COM 45768S105 17,460 282,723 SH   SOLE 2 282,723 0 0
INSULET CORP COM 45784P101 44,168 556,839 SH   SOLE 1,2 556,839 0 0
INTEGRA LIFESCIENCES HOLDING COM 457985208 10,117 224,344 SH   SOLE 2 224,344 0 0
INTEL CORP COM 458140100 4,055 86,415 SH   SOLE 2 86,415 0 0
INTER PARFUMS INC COM 458334109 13,263 202,278 SH   SOLE 2 202,278 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 28,792 285,666 SH   SOLE 1,2 285,666 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,335 70,825 SH   SOLE 2 70,825 0 0
INTL BUSINESS MACHINES CORP COM 459200101 2,657 23,375 SH   SOLE 2 23,375 0 0
INTUITIVE SURGICAL INC COM 46120E602 61,956 129,368 SH   SOLE 2 129,368 0 0
IPG PHOTONICS CORP COM 44980X109 81,505 719,444 SH   SOLE 1,2 719,444 0 0
IQVIA HOLDINGS INC COM 46266C105 64,180 552,471 SH   SOLE 2 552,471 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 5,999 86,345 SH   SOLE 2 86,345 0 0
ISHARES IBOXX HIGH YLD CORP ETP 464288513 3,606 44,472 SH   SOLE 2 44,472 0 0
ISHARES RUSSELL 2000 ETF ETP 464287655 14,044 104,890 SH   SOLE 2 104,890 0 0
ISHARES RUSSELL 2000 GROWTH ETP 464287648 7,603 45,258 SH   SOLE 2 45,258 0 0
ISHARES RUSSELL MID-CAP ETF ETP 464287499 2,369 50,983 SH   SOLE 2 50,983 0 0
J2 GLOBAL INC COM 48123V102 4,833 69,664 SH   SOLE 2 69,664 0 0
JACK HENRY & ASSOCIATES INC COM 426281101 1,138 8,995 SH   SOLE 2 8,995 0 0
JAMES RIVER GROUP HOLDINGS L COM G5005R107 12,558 343,683 SH   SOLE 2 343,683 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 64,746 901,639 SH   SOLE 1,2 901,639 0 0
JOHNSON & JOHNSON COM 478160104 108,060 837,354 SH   SOLE 2 837,354 0 0
JPMORGAN CHASE & CO COM 46625H100 124,360 1,273,928 SH   SOLE 2 1,273,928 0 0
KADANT INC COM 48282T104 13,790 169,290 SH   SOLE 2 169,290 0 0
KB FINANCIAL GROUP INC-ADR ADR 48241A105 282 6,736 SH   SOLE 6,736 0 0
KENNAMETAL INC COM 489170100 43,852 1,317,670 SH   SOLE 1,2 1,317,670 0 0
KEURIG DR PEPPER INC COM 49271V100 239 9,342 SH   SOLE   9,342 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 96,566 1,555,523 SH   SOLE 2 1,555,523 0 0
KINSALE CAPITAL GROUP INC COM 49714P108 10,464 188,350 SH   SOLE 2 188,350 0 0
KOHLS CORP COM 500255104 510 7,702 SH   SOLE   7,702 0 0
KROGER CO COM 501044101 1,469 53,442 SH   SOLE 2 53,442 0 0
KURA ONCOLOGY INC COM 50127T109 28,562 2,034,391 SH   SOLE 1,2 2,034,391 0 0
LABORATORY CRP OF AMER HLDGS COM 50540R409 6,617 52,367 SH   SOLE 2 52,367 0 0
LANDSTAR SYSTEM INC COM 515098101 68,939 720,593 SH   SOLE 1,2 720,593 0 0
LIBERTY LATIN AMERIC-CL C COM G9001E128 11,404 782,751 SH   SOLE 2 782,751 0 0
LIBERTY MEDIA CORP-BRAVES A Tracking Stk 531229706 2,627 105,356 SH   SOLE 2 105,356 0 0
LIBERTY MEDIA CORP-BRAVES C Tracking Stk 531229888 13,171 529,181 SH   SOLE 2 529,181 0 0
LIGAND PHARMACEUTICALS COM 53220K504 60,152 443,276 SH   SOLE 1,2 443,276 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106 1,760 22,321 SH   SOLE 2 22,321 0 0
LIONS GATE ENTERTAINMENT-A COM 535919401 41,462 2,575,304 SH   SOLE 2 2,575,304 0 0
LITTELFUSE INC COM 537008104 55,256 322,235 SH   SOLE 1,2 322,235 0 0
LIVANOVA PLC COM G5509L101 10,827 118,367 SH   SOLE 2 118,367 0 0
LKQ CORP COM 501889208 2,045 86,210 SH   SOLE 2 86,210 0 0
LLOYDS BANKING GROUP PLC-ADR ADR 539439109 325 127,155 SH   SOLE 2 127,155 0 0
LOCKHEED MARTIN CORP COM 539830109 108,085 412,792 SH   SOLE 2 412,792 0 0
LOXO ONCOLOGY INC COM 548862101 51,974 371,061 SH   SOLE 1,2 371,061 0 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 3,206 52,492 SH   SOLE 2 52,492 0 0
LULULEMON ATHLETICA INC COM 550021109 91,972 756,287 SH   SOLE 2 756,287 0 0
LUMENTUM HOLDINGS INC COM 55024U109 36,058 858,329 SH   SOLE 1,2 858,329 0 0
LYONDELLBASELL INDU-CL A COM N53745100 3,325 39,990 SH   SOLE 2 39,990 0 0
MADISON SQUARE GARDEN CO- A COM 55825T103 11,851 44,270 SH   SOLE 2 44,270 0 0
MALIBU BOATS INC - A COM 56117J100 2,781 79,940 SH   SOLE 2 79,940 0 0
MANHATTAN ASSOCIATES INC COM 562750109 38,385 905,956 SH   SOLE 1,2 905,956 0 0
MARATHON PETROLEUM CORP COM 56585A102 1,684 28,541 SH   SOLE 2 28,541 0 0
MARINEMAX INC COM 567908108 49,549 2,706,119 SH   SOLE 1,2 2,706,119 0 0
MARKETAXESS HOLDINGS INC COM 57060D108 80,985 383,256 SH   SOLE 2 383,256 0 0
MARTIN MARIETTA MATERIALS COM 573284106 81,517 474,296 SH   SOLE 2 474,296 0 0
MARVELL TECHNOLOGY GROUP LTD COM G5876H105 1,351 83,506 SH   SOLE 2 83,506 0 0
MASIMO CORP COM 574795100 12,092 112,621 SH   SOLE 2 112,621 0 0
MASTERCARD INC - A COM 57636Q104 4,511 23,913 SH   SOLE 2 23,913 0 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 57,055 1,122,032 SH   SOLE 2 1,122,032 0 0
MCDONALD'S CORP COM 580135101 100,718 567,205 SH   SOLE 2 567,205 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 46,039 682,874 SH   SOLE 1,2 682,874 0 0
MEDTRONIC PLC COM G5960L103 27,783 305,450 SH   SOLE 2 305,450 0 0
MERCK & CO. INC. COM 58933Y105 125,168 1,638,122 SH   SOLE 2 1,638,122 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 106,461 1,907,569 SH   SOLE 1,2 1,907,569 0 0
METLIFE INC COM 59156R108 1,682 40,968 SH   SOLE 2 40,968 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 62,441 868,209 SH   SOLE 2 868,209 0 0
MICRON TECHNOLOGY INC COM 595112103 319 10,085 SH   SOLE   10,085 0 0
MICROSOFT CORP COM 594918104 140,132 1,379,668 SH   SOLE 2 1,379,668 0 0
MINERALS TECHNOLOGIES INC COM 603158106 5,547 108,049 SH   SOLE 2 108,049 0 0
MITSUBISHI UFJ FINL-SPON ADR ADR 606822104 486 99,828 SH   SOLE 2 99,828 0 0
MIZUHO FINANCIAL GROUP-ADR ADR 60687Y109 319 106,506 SH   SOLE 2 106,506 0 0
MKS INSTRUMENTS INC COM 55306N104 6,581 101,859 SH   SOLE 2 101,859 0 0
MOLINA HEALTHCARE INC COM 60855R100 6,735 57,954 SH   SOLE 2 57,954 0 0
MONARCH CASINO & RESORT INC COM 609027107 4,964 130,168 SH   SOLE 2 130,168 0 0
MONMOUTH REAL ESTATE INV COR REIT 609720107 6,501 524,288 SH   SOLE 2 524,288 0 0
MONOLITHIC POWER SYSTEMS INC COM 609839105 7,585 65,249 SH   SOLE 2 65,249 0 0
MONSTER BEVERAGE CORP COM 61174X109 73,368 1,490,614 SH   SOLE 2 1,490,614 0 0
MOODY'S CORP COM 615369105 54,418 388,589 SH   SOLE 2 388,589 0 0
MORNINGSTAR INC COM 617700109 29,854 271,801 SH   SOLE 2 271,801 0 0
MSA SAFETY INC COM 553498106 22,021 233,605 SH   SOLE 1,2 233,605 0 0
MSCI INC COM 55354G100 54,161 367,373 SH   SOLE 2 367,373 0 0
NATIONAL GRID PLC-SP ADR ADR 636274409 2,927 61,017 SH   SOLE 2 61,017 0 0
NATIONAL VISION HOLDINGS INC COM 63845R107 60,208 2,137,344 SH   SOLE 1,2 2,137,344 0 0
NATUS MEDICAL INC COM 639050103 57,392 1,686,536 SH   SOLE 1,2 1,686,536 0 0
NCR CORPORATION COM 62886E108 5,852 253,593 SH   SOLE 2 253,593 0 0
NEOGEN CORP COM 640491106 7,461 130,908 SH   SOLE 2 130,908 0 0
NEOGENOMICS INC COM 64049M209 28,676 2,274,143 SH   SOLE 1,2 2,274,143 0 0
NETAPP INC COM 64110D104 3,033 50,838 SH   SOLE 2 50,838 0 0
NEW RESIDENTIAL INVESTMENT REIT 64828T201 15,752 1,108,533 SH   SOLE 2 1,108,533 0 0
NEWMARK GROUP INC-CLASS A COM 65158N102 2,885 359,798 SH   SOLE 2 359,798 0 0
NEWMARKET CORP COM 651587107 1,753 4,256 SH   SOLE   4,256 0 0
NICE LTD - SPON ADR ADR 653656108 14,415 133,214 SH   SOLE 2 133,214 0 0
NORDSON CORP COM 655663102 2,053 17,209 SH   SOLE   17,209 0 0
NORFOLK SOUTHERN CORP COM 655844108 519 3,474 SH   SOLE   3,474 0 0
NOVANTA INC COM 67000B104 1,793 28,468 SH   SOLE 1,2 28,468 0 0
NOVARTIS AG-SPONSORED ADR ADR 66987V109 73,105 851,941 SH   SOLE 2 851,941 0 0
NRG ENERGY INC COM 629377508 5,050 127,538 SH   SOLE 2 127,538 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 10,270 776,333 SH   SOLE 2 776,333 0 0
NUTRISYSTEM INC COM 67069D108 3,608 82,225 SH   SOLE 2 82,225 0 0
NUVASIVE INC COM 670704105 65,380 1,319,224 SH   SOLE 1,2 1,319,224 0 0
NV5 GLOBAL INC COM 62945V109 4,440 73,337 SH   SOLE 2 73,337 0 0
NVIDIA CORP COM 67066G104 32,924 246,625 SH   SOLE 2 246,625 0 0
NXP SEMICONDUCTORS NV COM 62952QAB6 1,401 19,132 SH   SOLE 2 19,132 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 83,031 1,352,737 SH   SOLE 2 1,352,737 0 0
OCEANEERING INTL INC COM 675232102 1,244 102,820 SH   SOLE 2 102,820 0 0
OIL STATES INTERNATIONAL INC COM 678026105 4,072 285,222 SH   SOLE 2 285,222 0 0
OKTA INC COM 679295105 7,068 110,799 SH   SOLE 2 110,799 0 0
OLD DOMINION FREIGHT LINE COM 679580100 42,082 340,778 SH   SOLE 2 340,778 0 0
OLLIE'S BARGAIN OUTLET HOLDI COM 681116109 71,124 1,069,375 SH   SOLE 1,2 1,069,375 0 0
OMNICELL INC COM 68213N109 57,733 942,735 SH   SOLE 1,2 942,735 0 0
OMNICOM GROUP COM 681919106 5,817 79,437 SH   SOLE 2 79,437 0 0
ORACLE CORP COM 68389X105 2,545 56,371 SH   SOLE 2 56,371 0 0
ORANGE-SPON ADR ADR 684060106 435 26,930 SH   SOLE 2 26,930 0 0
ORION ENGINEERED CARBONS SA COM L72967109 5,238 207,216 SH   SOLE 2 207,216 0 0
ORIX - SPONSORED ADR ADR 686330101 471 6,591 SH   SOLE 6,591 0 0
OSHKOSH CORP COM 688239201 340 5,553 SH   SOLE 5,553 0 0
OWENS-ILLINOIS INC COM 690768403 285 16,577 SH   SOLE 16,577 0 0
PACIFIC PREMIER BANCORP INC COM 69478X105 7,949 311,489 SH   SOLE 2 311,489 0 0
PACWEST BANCORP COM 695263103 1,460 43,879 SH   SOLE 2 43,879 0 0
PALO ALTO NETWORKS INC COM 697435105 360 1,916 SH   SOLE 2 1,916 0 0
PARSLEY ENERGY INC-CLASS A COM 701877102 36,954 2,312,542 SH   SOLE 2 2,312,542 0 0
PATTERSON-UTI ENERGY INC COM 703481101 7,830 756,546 SH   SOLE 2 756,546 0 0
PAYCOM SOFTWARE INC COM 70432V102 9,829 80,270 SH   SOLE 2 80,270 0 0
PAYPAL HOLDINGS INC COM 70450Y103 795 9,465 SH   SOLE 2 9,465 0 0
PEGASYSTEMS INC COM 705573103 57,404 1,200,182 SH   SOLE 1,2 1,200,182 0 0
PENN NATIONAL GAMING INC COM 707569109 62,536 3,321,100 SH   SOLE 1,2 3,321,100 0 0
PENUMBRA INC COM 70975L107 27,486 224,932 SH   SOLE 1,2 224,932 0 0
PEPSICO INC COM 713448108 27,254 246,689 SH   SOLE 2 246,689 0 0
PERSPECTA INC COM 715347100 52,572 3,052,982 SH   SOLE 2 3,052,982 0 0
PFIZER INC COM 717081103 106,398 2,437,528 SH   SOLE 2 2,437,528 0 0
PHIBRO ANIMAL HEALTH CORP-A COM 71742Q106 11,021 342,721 SH   SOLE 2 342,721 0 0
PHILIP MORRIS INTERNATIONAL COM 718172109 3,723 55,769 SH   SOLE 2 55,769 0 0
PJT PARTNERS INC - A COM 69343T107 53,901 1,390,651 SH   SOLE 1,2 1,390,651 0 0
PLAINS ALL AMER PIPELINE LP MLP 726503105 3,122 155,830 SH   SOLE 2 155,830 0 0
PLANET FITNESS INC - CL A COM 72703H101 143,301 2,672,529 SH   SOLE 1,2 2,672,529 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 75,325 644,299 SH   SOLE 2 644,299 0 0
POLYONE CORPORATION COM 73179P106 7,062 246,928 SH   SOLE 2 246,928 0 0
POOL CORP COM 73278L105 151,649 1,020,181 SH   SOLE 1,2 1,020,181 0 0
POSCO- SPON ADR ADR 693483109 334 6,085 SH   SOLE 6,085 0 0
POWER INTEGRATIONS INC COM 739276103 3,460 56,749 SH   SOLE 56,749 0 0
PPL CORP COM 69351T106 3,247 114,621 SH   SOLE 2 114,621 0 0
PRA HEALTH SCIENCES INC COM 69354M108 97,838 1,063,927 SH   SOLE 1,2 1,063,927 0 0
PRESTIGE CONSUMER HEALTHCARE COM 74112D101 6,693 216,754 SH   SOLE 2 216,754 0 0
PRIMO WATER CORP COM 74165N105 5,087 363,160 SH   SOLE 2 363,160 0 0
PRIMORIS SERVICES CORP COM 74164F103 5,674 296,605 SH   SOLE 2 296,605 0 0
PROCTER & GAMBLE CO/THE COM 742718109 130,938 1,424,485 SH   SOLE 2 1,424,485 0 0
PROGENICS PHARMACEUTICALS COM 743187106 18,880 4,495,365 SH   SOLE 1,2 4,495,365 0 0
PROGRESSIVE CORP COM 743315103 66,048 1,094,779 SH   SOLE 2 1,094,779 0 0
PROLOGIS INC REIT 74340W103 58,025 988,168 SH   SOLE 2 988,168 0 0
PROOFPOINT INC COM 743424103 49,841 594,701 SH   SOLE 594,701 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 3,362 41,229 SH   SOLE 41,229 0 0
PRUDENTIAL PLC-ADR ADR 74435K204 317 8,969 SH   SOLE 8,969 0 0
PTC INC COM 69370C100 102,639 1,238,115 SH   SOLE 1,2 1,238,115 0 0
PUBLIC SERVICE ENTERPRISE GP COM 744573106 4,780 91,853 SH   SOLE 2 91,853 0 0
PURE CYCLE CORP COM 746228303 884 89,025 SH   SOLE 2 89,025 0 0
PVH CORP COM 693656100 3,919 42,172 SH   SOLE 2 42,172 0 0
QUAKER CHEMICAL CORP COM 747316107 174,736 983,268 SH   SOLE 1,2 983,268 0 0
QUALCOMM INC COM 747525103 1,318 23,168 SH   SOLE 2 23,168 0 0
QUALYS INC COM 74758T303 10,252 137,173 SH   SOLE 2 137,173 0 0
QUANTA SERVICES INC COM 74762E102 1,718 57,086 SH   SOLE 2 57,086 0 0
QUIDEL CORP COM 74838J101 30,800 630,902 SH   SOLE 1,2 630,902 0 0
QURATE RETAIL INC COM 74915M100 98,063 5,023,723 SH   SOLE 2 5,023,723 0 0
RADIAN GROUP INC COM 750236101 13,719 838,593 SH   SOLE 2 838,593 0 0
RAYTHEON COMPANY COM 755111507 4,942 32,232 SH   SOLE 32,232 0 0
RBC BEARINGS INC COM 75524B104 7,343 56,015 SH   SOLE 2 56,015 0 0
REALPAGE INC COM 75606N109 105,438 2,187,974 SH   SOLE 1,2 2,187,974 0 0
REALTY INCOME CORP REIT 756109104 1,844 29,263 SH   SOLE 2 29,263 0 0
RED ROCK RESORTS INC-CLASS A COM 75700L108 8,950 440,700 SH   SOLE 2 440,700 0 0
REINSURANCE GROUP OF AMERICA COM 759351604 2,681 19,119 SH   SOLE 2 19,119 0 0
RELIANCE STEEL & ALUMINUM COM 759509102 12,128 170,418 SH   SOLE 2 170,418 0 0
REXFORD INDUSTRIAL REALTY IN REIT 76169C100 15,362 521,280 SH   SOLE 2 521,280 0 0
RINGCENTRAL INC-CLASS A COM 76680R206 14,290 173,347 SH   SOLE 2 173,347 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 110,186 3,367,547 SH   SOLE 1,2 3,367,547 0 0
ROSS STORES INC COM 778296103 457 5,503 SH   SOLE 5,503 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 56,742 580,253 SH   SOLE 2 580,253 0 0
ROYAL DUTCH SHELL-SPON ADR-B ADR 780259107 805 13,439 SH   SOLE 13,439 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 6,313 308,420 SH   SOLE 2 308,420 0 0
SABRE CORP COM 78573M104 2,251 104,024 SH   SOLE 2 104,024 0 0
SAGE THERAPEUTICS INC COM 78667J108 62,008 647,342 SH   SOLE 1,2 647,342 0 0
SAIA INC COM 78709Y105 10,946 196,105 SH   SOLE 2 196,105 0 0
SAILPOINT TECHNOLOGIES HOLDI COM 78781P105 43,979 1,872,254 SH   SOLE 1,2 1,872,254 0 0
SALESFORCE.COM INC COM 79466L302 567 4,140 SH   SOLE 2 4,140 0 0
SANOFI-ADR ADR 80105N105 718 16,548 SH   SOLE 16,548 0 0
SAREPTA THERAPEUTICS INC COM 803607100 118,794 1,088,556 SH   SOLE 1,2 1,088,556 0 0
SBA COMMUNICATIONS CORP REIT 78410G104 115,885 715,828 SH   SOLE 715,828 0 0
SEAGATE TECHNOLOGY COM 0G794M107 3,671 95,135 SH   SOLE 2 95,135 0 0
SEATTLE GENETICS INC COM 812578102 34,687 612,213 SH   SOLE 2 612,213 0 0
SEMPRA ENERGY COM 816851109 58,038 536,448 SH   SOLE 2 536,448 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 48,435 867,238 SH   SOLE 1,2 867,238 0 0
SERITAGE GROWTH PROP- A REIT REIT 81752R100 43,196 1,336,124 SH   SOLE 1,2 1,336,124 0 0
SERVICEMASTER GLOBAL HOLDING COM 81761R109 37,949 1,032,920 SH   SOLE 2 1,032,920 0 0
SERVICENOW INC COM 81762P102 71,071 399,164 SH   SOLE 2 399,164 0 0
SHOPIFY INC - CLASS A COM 82509L107 43,009 310,663 SH   SOLE 2 310,663 0 0
SILICON LABORATORIES INC COM 826919102 40,713 516,600 SH   SOLE 1,2 516,600 0 0
SIMON PROPERTY GROUP INC REIT 828806109 9,712 57,814 SH   SOLE 2 57,814 0 0
SIMPLY GOOD FOODS CO/THE COM 82900L102 17,762 939,823 SH   SOLE 2 939,823 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 103,313 18,093,417 SH   SOLE 2 18,093,417 0 0
SK TELECOM CO LTD-SPON ADR ADR 78440P108 448 16,753 SH   SOLE 2 16,753 0 0
SMITH & NEPHEW PLC -SPON ADR ADR 83175M205 583 15,623 SH   SOLE 2 15,623 0 0
SMITH (A.O.) CORP COM 831865209 39,794 931,955 SH   SOLE 931,955 0 0
SNAP-ON INC COM 833034101 2,382 16,397 SH   SOLE 2 16,397 0 0
SONY CORP-SPONSORED ADR ADR 835699307 1,056 21,881 SH   SOLE 2 21,881 0 0
SOUTH STATE CORP COM 840441109 10,133 169,036 SH   SOLE 2 169,036 0 0
SOUTHERN CO/THE COM 842587107 3,668 83,537 SH   SOLE 2 83,537 0 0
SPDR BBG BARC HIGH YIELD BND ETP 78464A417 7,504 223,420 SH   SOLE 2 223,420 0 0
SPDR S&P 500 ETF TRUST ETP 78462F103 13,038 52,171 SH   SOLE 2 52,171 0 0
SPECTRUM BRANDS HOLDINGS INC COM 40434J100 759 17,983 SH   SOLE 2 17,983 0 0
SPLUNK INC COM 848637104 85,770 818,032 SH   SOLE 2 818,032 0 0
SQUARE INC - A COM 852234103 35,660 635,778 SH   SOLE 2 635,778 0 0
SRC ENERGY INC COM 78470V108 2,301 489,594 SH   SOLE 2 489,594 0 0
STAG INDUSTRIAL INC REIT 85254J102 16,754 673,398 SH   SOLE 2 673,398 0 0
STEEL DYNAMICS INC COM 858119100 2,858 95,145 SH   SOLE   95,145 0 0
STEPAN CO COM 858586100 10,249 138,512 SH   SOLE 2 138,512 0 0
STERIS PLC COM G84720104 2,949 27,603 SH   SOLE 2 27,603 0 0
STEVEN MADDEN LTD COM 556269108 77,399 2,557,811 SH   SOLE 1,2 2,557,811 0 0
STIFEL FINANCIAL CORP COM 860630102 29,109 702,800 SH   SOLE 1,2 702,800 0 0
STMICROELECTRONICS NV-NY SHS NY Reg Shrs 861012102 294 21,240 SH   SOLE 2 21,240 0 0
STORE CAPITAL CORP REIT 862121100 6,451 227,897 SH   SOLE 2 227,897 0 0
SUMITOMO MITSUI-SPONS ADR ADR 86562M209 374 57,600 SH   SOLE 2 57,600 0 0
SUMMIT MATERIALS INC -CL A COM 86614U100 38,416 3,098,087 SH   SOLE 1,2 3,098,087 0 0
SYNOPSYS INC COM 871607107 64,420 764,721 SH   SOLE 2 764,721 0 0
SYSCO CORP COM 871829107 23,365 372,897 SH   SOLE 2 372,897 0 0
TABLEAU SOFTWARE INC-CL A COM 87336U105 134,859 1,123,826 SH   SOLE 1,2 1,123,826 0 0
TABULA RASA HEALTHCARE INC COM 873379101 5,039 79,034 SH   SOLE 2 79,034 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 80,516 782,171 SH   SOLE 1,2 782,171 0 0
TANDEM DIABETES CARE INC COM 875372203 39,885 1,050,438 SH   SOLE 1,2 1,050,438 0 0
TEAM INC COM 878155100 7,746 528,742 SH   SOLE 2 528,742 0 0
TELADOC HEALTH INC COM 87918A105 50,441 1,017,578 SH   SOLE 1,2 1,017,578 0 0
TELEFLEX INC COM 879369106 2,225 8,609 SH   SOLE 8,609 0 0
TENABLE HOLDINGS INC COM 88025T102 2,329 105,000 SH   SOLE 1,2 105,000 0 0
TERADATA CORP COM 88076W103 15,917 414,959 SH   SOLE 2 414,959 0 0
TERADYNE INC COM 880770102 1,124 35,827 SH   SOLE 2 35,827 0 0
TERRENO REALTY CORP REIT 88146M101 11,635 330,849 SH   SOLE 2 330,849 0 0
TEVA PHARMACEUTICAL-SP ADR ADR 881624209 278 18,070 SH   SOLE 2 18,070 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 14,894 291,530 SH   SOLE 2 291,530 0 0
TEXAS ROADHOUSE INC COM 882681109 5,928 99,308 SH   SOLE 2 99,308 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 3,860 17,252 SH   SOLE 2 17,252 0 0
THERMON GROUP HOLDINGS INC COM 88362T103 38,452 1,896,067 SH   SOLE 1,2 1,896,067 0 0
TIVITY HEALTH INC COM 88870R102 43,049 1,735,172 SH   SOLE 1,2 1,735,172 0 0
TORO CO COM 891092108 6,628 118,619 SH   SOLE 2 118,619 0 0
TOTAL SA-SPON ADR ADR 89151E109 68,111 1,305,321 SH   SOLE 2 1,305,321 0 0
TOTAL SYSTEM SERVICES INC COM 891906109 6,098 75,024 SH   SOLE 2 75,024 0 0
TOYOTA MOTOR CORP -SPON ADR ADR 892331307 909 7,834 SH   SOLE   7,834 0 0
TPI COMPOSITES INC COM 87266J104 5,664 230,444 SH   SOLE 2 230,444 0 0
TRANSENTERIX INC COM 89366M201 879 388,997 SH   SOLE 2 388,997 0 0
TRANSUNION COM 89400J107 92,134 1,622,092 SH   SOLE 2 1,622,092 0 0
TREX COMPANY INC COM 89531P105 102,619 1,728,758 SH   SOLE 1,2 1,728,758 0 0
TRICO BANCSHARES COM 896095106 12,425 367,736 SH   SOLE 2 367,736 0 0
TRUPANION INC COM 898202106 11,877 466,515 SH   SOLE 2 466,515 0 0
TUPPERWARE BRANDS CORP COM 899896104 3,540 112,147 SH   SOLE 2 112,147 0 0
TWITTER INC COM 90184L102 82,112 2,857,089 SH   SOLE 2 2,857,089 0 0
TYLER TECHNOLOGIES INC COM 902252105 54,778 294,795 SH   SOLE 2 294,795 0 0
TYSON FOODS INC-CL A COM 902494103 324 6,079 SH   SOLE 6,079 0 0
UGI CORP COM 902681105 2,648 49,648 SH   SOLE 49,648 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 96,804 395,332 SH   SOLE 1,2 395,332 0 0
UMB FINANCIAL CORP COM 902788108 48,590 796,957 SH   SOLE 1,2 796,957 0 0
UMPQUA HOLDINGS CORP COM 904214103 3,633 228,503 SH   SOLE 2 228,503 0 0
UNIFIRST CORP/MA COM 904708104 7,346 51,349 SH   SOLE 2 51,349 0 0
UNILEVER N V -NY SHARES NY Reg Shrs 904784709 226 4,209 SH   SOLE   4,209 0 0
UNION BANKSHARES CORP COM 90539J109 13,872 491,419 SH   SOLE 2 491,419 0 0
UNION PACIFIC CORP COM 907818108 36,181 261,745 SH   SOLE 2 261,745 0 0
UNITED CONTINENTAL HOLDINGS COM 910047109 682 8,152 SH   SOLE 2 8,152 0 0
UNITED RENTALS INC COM 911363109 39,524 385,493 SH   SOLE 2 385,493 0 0
UNITEDHEALTH GROUP INC COM 91324P102 10,808 43,385 SH   SOLE 2 43,385 0 0
UNIVERSAL ELECTRONICS INC COM 913483103 57,692 2,282,157 SH   SOLE 1,2 2,282,157 0 0
US FOODS HOLDING CORP COM 912008109 3,722 117,656 SH   SOLE 2 117,656 0 0
VAIL RESORTS INC COM 91879Q109 83,062 393,999 SH   SOLE 2 393,999 0 0
VALERO ENERGY CORP COM 91913Y100 1,964 26,209 SH   SOLE   26,209 0 0
VERINT SYSTEMS INC COM 92343X100 12,889 304,648 SH   SOLE 2 304,648 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 10,048 178,732 SH   SOLE 2 178,732 0 0
VERSO CORP - A COM 92531L207 2,539 113,365 SH   SOLE 2 113,365 0 0
VF CORP COM 918204108 500 7,011 SH   SOLE 2 7,011 0 0
VIACOM INC-CLASS B COM 92553P201 1,878 73,083 SH   SOLE 2 73,083 0 0
VIAVI SOLUTIONS INC COM 925550105 5,662 563,435 SH   SOLE 2 563,435 0 0
VIPER ENERGY PARTNERS LP Ltd Part 92763M105 37,464 1,438,748 SH   SOLE 1,2 1,438,748 0 0
VISA INC-CLASS A SHARES COM 92826C839 4,694 35,581 SH   SOLE 2 35,581 0 0
VISTEON CORP COM 92839U206 47,675 790,900 SH   SOLE 1,2 790,900 0 0
WABCO HOLDINGS INC COM 92927K102 52,209 486,398 SH   SOLE 2 486,398 0 0
WAGEWORKS INC COM 930427109 16,370 602,760 SH   SOLE 1,2 602,760 0 0
WALMART INC COM 931142103 5,775 62,000 SH   SOLE 2 62,000 0 0
WALT DISNEY CO/THE COM 254687106 428 3,910 SH   SOLE   3,910 0 0
WASTE CONNECTIONS INC COM 94106B101 165,358 2,227,056 SH   SOLE 2 2,227,056 0 0
WATERS CORP COM 941848103 4,694 24,886 SH   SOLE 2 24,886 0 0
WATSCO INC COM 942622200 9,467 68,040 SH   SOLE 2 68,040 0 0
WAYSIDE TECHNOLOGY GROUP INC COM 946760105 2,347 234,722 SH   SOLE 2 234,722 0 0
WD-40 CO COM 929236107 9,181 50,100 SH   SOLE 2 50,100 0 0
WEIGHT WATCHERS INTL INC COM 948626106 31,599 819,713 SH   SOLE 1,2 819,713 0 0
WELBILT INC COM 949090104 13,875 1,248,898 SH   SOLE 2 1,248,898 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 35,222 149,193 SH   SOLE 149,193 0 0
WELLS FARGO & CO COM 949746101 81,015 1,758,150 SH   SOLE 2 1,758,150 0 0
WELLTOWER INC REIT 95040Q104 1,889 27,219 SH   SOLE 2 27,219 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 36,850 375,914 SH   SOLE 1,2 375,914 0 0
WHITE MOUNTAINS INSURANCE GP COM G9618E107 11,409 13,303 SH   SOLE 2 13,303 0 0
WILEY (JOHN) & SONS-CLASS A COM 968223206 9,423 200,623 SH   SOLE 2 200,623 0 0
WILLDAN GROUP INC COM 96924N100 15,710 449,137 SH   SOLE 2 449,137 0 0
WINGSTOP INC COM 974155103 48,334 752,994 SH   SOLE 1,2 752,994 0 0
WINTRUST FINANCIAL CORP COM 97650W108 2,259 33,987 SH   SOLE 2 33,987 0 0
WIPRO LTD-ADR ADR 97651M109 228 44,501 SH   SOLE 2 44,501 0 0
WOLVERINE WORLD WIDE INC COM 978097103 15,023 471,101 SH   SOLE 2 471,101 0 0
WOODWARD INC COM 980745103 102,343 1,377,628 SH   SOLE 1,2 1,377,628 0 0
WORLDPAY INC-CLASS A COM 981558109 53,551 700,664 SH   SOLE 2 700,664 0 0
WSFS FINANCIAL CORP COM 929328102 11,312 298,392 SH   SOLE 2 298,392 0 0
WW GRAINGER INC COM 384802104 40,299 142,723 SH   SOLE 2 142,723 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 37,513 1,642,462 SH   SOLE 2 1,642,462 0 0
ZEBRA TECHNOLOGIES CORP-CL A COM 989207105 1,703 10,701 SH   SOLE 2 10,701 0 0
ZILLOW GROUP INC - C COM 98954M200 36,824 1,166,056 SH   SOLE 2 1,166,056 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,649 44,831 SH   SOLE 2 44,831 0 0
ZIONS BANCORP NA COM 989701107 1,040 25,539 SH   SOLE 2 25,539 0 0
ZOETIS INC COM 98978V103 71,208 832,460 SH   SOLE 2 832,460 0 0
ZOGENIX INC COM 98978L204 34,225 938,724 SH   SOLE 1,2 938,724 0 0
ZUORA INC - CLASS A COM 98983V106 8,469 466,886 SH   SOLE 1,2 466,886 0 0
ZYNGA INC - CL A COM 98986T108 18,277 4,650,738 SH   SOLE 2 4,650,738 0 0