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 37,561 519,299 SH   SOLE   363,426 0 155,873
ABIOMED INC COM 003654100 25,315 77,882 SH   SOLE   73,165 0 4,717
ACADIA PHARMACEUTICALS INC COM 004225108 4,083 252,518 SH   SOLE   252,518 0 0
ACCELERON PHARMA INC COM 00434H108 21,042 483,167 SH   SOLE   358,895 0 124,272
ACI WORLDWIDE INC COM 004498101 61,737 2,231,195 SH   SOLE   1,657,212 0 573,983
ACTIVISION BLIZZARD INC COM 00507V109 225,455 4,841,198 SH   SOLE   4,406,548 0 434,650
ADOBE INC COM 00724F101 10,394 45,941 SH   SOLE   45,941 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 273,668 1,738,015 SH   SOLE   1,584,856 0 153,159
ADVANCED MICRO DEVICES INC COM 007903107 165,222 8,950,290 SH   SOLE   8,311,960 0 638,330
AGILENT TECHNOLOGIES INC COM 00846U101 392,734 5,821,728 SH   SOLE   5,387,597 0 434,131
AGIOS PHARMACEUTICALS INC COM 00847X104 4,537 98,399 SH   SOLE   73,038 0 25,361
AIR LEASE CORP CL A 00912X302 185,041 6,125,147 SH   SOLE   5,749,313 0 375,834
AIR PRODS & CHEMS INC COM 009158106 30,631 191,383 SH   SOLE   191,383 0 0
ALBEMARLE CORP COM 012653101 97,961 1,271,064 SH   SOLE   1,200,989 0 70,075
ALEXION PHARMACEUTICALS INC COM 015351109 128,875 1,323,698 SH   SOLE   1,252,082 0 71,616
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 103,536 755,351 SH   SOLE   755,351 0 0
ALIGN TECHNOLOGY INC COM 016255101 93,160 444,828 SH   SOLE   419,923 0 24,905
ALLEGHANY CORP DEL COM 017175100 64,251 103,078 SH   SOLE   93,402 0 9,676
ALLERGAN PLC SHS G0177J108 849,678 6,357,007 SH   SOLE   5,965,867 0 391,140
ALPHABET INC CAP STK CL A 02079K305 668,734 639,961 SH   SOLE   579,363 0 60,598
ALPHABET INC CAP STK CL C 02079K107 291,851 281,816 SH   SOLE   262,444 0 19,372
AMARIN CORP PLC SPONS ADR NEW 023111206 981 72,106 SH   SOLE   72,106 0 0
AMAZON COM INC COM 023135106 257,676 171,559 SH   SOLE   152,480 0 19,079
AMBARELLA INC SHS G037AX101 16,145 461,536 SH   SOLE   343,193 0 118,343
AMBEV SA SPONSORED ADR 02319V103 24,700 6,300,995 SH   SOLE   6,083,555 0 217,440
AMERCO COM 023586100 119,929 365,514 SH   SOLE   331,216 0 34,298
AMERICAN EXPRESS CO COM 025816109 415,354 4,357,472 SH   SOLE   3,973,365 0 384,107
AMERISOURCEBERGEN CORP COM 03073E105 70,589 948,775 SH   SOLE   858,942 0 89,833
ANALOG DEVICES INC COM 032654105 115,789 1,349,055 SH   SOLE   1,222,385 0 126,670
ANTHEM INC COM 036752103 496,617 1,890,937 SH   SOLE   1,699,563 0 191,374
AON PLC SHS CL A G0408V102 1,355,507 9,325,174 SH   SOLE   8,453,842 0 871,332
APACHE CORP COM 037411105 69,313 2,640,514 SH   SOLE   2,490,424 0 150,090
APPLE INC COM 037833100 76,431 484,540 SH   SOLE   484,540 0 0
APTIV PLC SHS G6095L109 434,664 7,059,676 SH   SOLE   6,492,997 0 566,679
ARCH CAP GROUP LTD ORD G0450A105 1,407,187 52,664,200 SH   SOLE   49,525,137 0 3,139,063
ARGENX SE SPONSORED ADR 04016X101 30,386 316,290 SH   SOLE   234,719 0 81,571
ARROW ELECTRS INC COM 042735100 101,570 1,473,095 SH   SOLE   1,334,768 0 138,327
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 22,989 366,947 SH   SOLE   276,757 0 90,190
ASML HOLDING N V N Y REGISTRY SHS N07059210 421,575 2,709,005 SH   SOLE   2,519,625 0 189,380
ATLASSIAN CORP PLC CL A G06242104 770,964 8,664,465 SH   SOLE   8,060,252 0 604,213
AUTOMATIC DATA PROCESSING IN COM 053015103 41,175 314,028 SH   SOLE   314,028 0 0
AUTONATION INC COM 05329W102 177,247 4,964,899 SH   SOLE   4,643,728 0 321,171
AXALTA COATING SYS LTD COM G0750C108 89,033 3,801,568 SH   SOLE   3,442,066 0 359,502
BAIDU INC SPON ADR REP A 056752108 1,121,433 7,070,826 SH   SOLE   6,689,862 0 380,964
BANK AMER CORP COM 060505104 524,747 21,296,531 SH   SOLE   19,384,358 0 1,912,173
BANK NEW YORK MELLON CORP COM 064058100 642,548 13,650,908 SH   SOLE   12,453,822 0 1,197,086
BENEFITFOCUS INC COM 08180D106 55,244 1,208,308 SH   SOLE   895,050 0 313,258
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 110,945 543,371 SH   SOLE   543,371 0 0
BIO RAD LABS INC CL A 090572207 7,734 33,303 SH   SOLE   23,292 0 10,011
BLACKBERRY LTD COM 09228F103 2,778 390,600 SH   SOLE   390,600 0 0
BLACKLINE INC COM 09239B109 53,822 1,314,332 SH   SOLE   976,171 0 338,161
BLOCK H & R INC COM 093671105 107,286 4,228,847 SH   SOLE   3,831,213 0 397,634
BOK FINL CORP COM NEW 05561Q201 61,883 843,894 SH   SOLE   762,403 0 81,491
BOOKING HLDGS INC COM 09857L108 270,422 157,001 SH   SOLE   145,952 0 11,049
BOSTON SCIENTIFIC CORP COM 101137107 846,200 23,944,552 SH   SOLE   22,121,287 0 1,823,265
BOTTOMLINE TECH DEL INC COM 101388106 10,375 216,145 SH   SOLE   216,145 0 0
BOX INC CL A 10316T104 66,409 3,934,179 SH   SOLE   3,401,195 0 532,984
BRIGHT HORIZONS FAM SOL IN D COM 109194100 47,412 425,407 SH   SOLE   315,954 0 109,453
BRISTOL MYERS SQUIBB CO COM 110122108 32,312 621,619 SH   SOLE   435,047 0 186,572
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 79,448 825,437 SH   SOLE   777,270 0 48,167
BWX TECHNOLOGIES INC COM 05605H100 48,410 1,266,278 SH   SOLE   1,011,547 0 254,731
CAE INC COM 124765108 17,503 952,354 SH   SOLE   763,302 0 189,052
CALLON PETE CO DEL COM 13123X102 15,902 2,450,207 SH   SOLE   1,820,709 0 629,498
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 184,768 4,226,167 SH   SOLE   3,723,177 0 502,990
CANADIAN NATL RY CO COM 136375102 126,467 1,706,479 SH   SOLE   1,467,902 0 238,577
CANADIAN PAC RY LTD COM 13645T100 160,191 901,876 SH   SOLE   791,857 0 110,019
CARDINAL HEALTH INC COM 14149Y108 39,415 883,738 SH   SOLE   883,738 0 0
CBS CORP NEW CL B 124857202 152,227 3,481,856 SH   SOLE   3,275,512 0 206,344
CELANESE CORP DEL COM 150870103 201,811 2,243,093 SH   SOLE   2,085,425 0 157,668
CHEGG INC COM 163092109 59,764 2,102,872 SH   SOLE   1,561,895 0 540,977
CHIPOTLE MEXICAN GRILL INC COM 169656105 47,889 110,909 SH   SOLE   104,889 0 6,020
CHUBB LIMITED COM H1467J104 53,499 414,147 SH   SOLE   414,147 0 0
CIMAREX ENERGY CO COM 171798101 75,212 1,219,986 SH   SOLE   1,105,787 0 114,199
CINTAS CORP COM 172908105 121,406 722,700 SH   SOLE   681,946 0 40,754
CISCO SYS INC COM 17275R102 65,879 1,520,403 SH   SOLE   1,520,403 0 0
CISION LTD SHS G1992S109 28,770 2,458,993 SH   SOLE   1,841,346 0 617,647
CITIGROUP INC COM NEW 172967424 567,923 10,909,002 SH   SOLE   10,072,369 0 836,633
CITIZENS FINL GROUP INC COM 174610105 15,239 512,589 SH   SOLE   358,516 0 154,073
CME GROUP INC COM CL A 12572Q105 21,142 112,387 SH   SOLE   95,166 0 17,221
COGNEX CORP COM 192422103 68,105 1,761,182 SH   SOLE   1,574,236 0 186,946
COHERENT INC COM 192479103 13,063 123,572 SH   SOLE   92,831 0 30,741
COMCAST CORP NEW CL A 20030N101 69,874 2,052,101 SH   SOLE   2,052,101 0 0
CONCHO RES INC COM 20605P101 61,537 598,672 SH   SOLE   566,076 0 32,596
COPA HOLDINGS SA CL A P31076105 1,432 18,190 SH   SOLE   18,190 0 0
COUPA SOFTWARE INC COM 22266L106 9,898 157,469 SH   SOLE   117,020 0 40,449
CREDICORP LTD COM G2519Y108 42,791 193,038 SH   SOLE   193,038 0 0
CREE INC COM 225447101 349,278 8,165,479 SH   SOLE   7,407,553 0 757,926
CROWN CASTLE INTL CORP NEW COM 22822V101 10,300 94,817 SH   SOLE   94,817 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 1,313 48,507 SH   SOLE   48,507 0 0
CUBIC CORP COM 229669106 23,591 438,975 SH   SOLE   345,803 0 93,172
CURTISS WRIGHT CORP COM 231561101 40,975 401,246 SH   SOLE   316,363 0 84,883
DANAHER CORP DEL COM 235851102 41,519 402,631 SH   SOLE   358,874 0 43,757
DELPHI TECHNOLOGIES PLC SHS G2709G107 56,312 3,932,378 SH   SOLE   3,563,900 0 368,478
DENTSPLY SIRONA INC COM 24906P109 588,773 15,822,977 SH   SOLE   14,411,988 0 1,410,989
DESCARTES SYS GROUP INC COM 249906108 2,919 110,600 SH   SOLE   110,600 0 0
DEVON ENERGY CORP NEW COM 25179M103 92,704 4,112,857 SH   SOLE   3,853,829 0 259,028
DEXCOM INC COM 252131107 81,292 678,562 SH   SOLE   504,014 0 174,548
DIAMONDBACK ENERGY INC COM 25278X109 1,419 15,307 SH   SOLE   15,307 0 0
DOLBY LABORATORIES INC COM 25659T107 16,661 269,420 SH   SOLE   188,437 0 80,983
DOLLAR TREE INC COM 256746108 22,720 251,550 SH   SOLE   175,940 0 75,610
DONALDSON INC COM 257651109 56,483 1,301,749 SH   SOLE   966,870 0 334,879
DOWDUPONT INC COM 26078J100 58,258 1,089,343 SH   SOLE   1,089,343 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 164,085 1,071,264 SH   SOLE   1,012,943 0 58,321
EOG RES INC COM 26875P101 35,448 406,462 SH   SOLE   406,462 0 0
EQUINIX INC COM PAR $0.001 29444U700 25,607 72,633 SH   SOLE   72,633 0 0
EQUITY COMWLTH COM SH BEN INT 294628102 96,268 3,207,856 SH   SOLE   2,907,137 0 300,719
EXACT SCIENCES CORP COM 30063P105 117,524 1,862,503 SH   SOLE   1,758,955 0 103,548
EXPEDIA GROUP INC COM NEW 30212P303 655,943 5,822,844 SH   SOLE   5,359,180 0 463,664
FACEBOOK INC CL A 30303M102 553,628 4,223,269 SH   SOLE   3,870,066 0 353,203
FEDEX CORP COM 31428X106 314,266 1,947,968 SH   SOLE   1,809,661 0 138,307
FIDELITY NATL INFORMATION SV COM 31620M106 52,144 508,478 SH   SOLE   508,478 0 0
FIFTH THIRD BANCORP COM 316773100 117,125 4,977,677 SH   SOLE   4,512,209 0 465,468
FIRST REP BK SAN FRANCISCO C COM 33616C100 196,146 2,257,144 SH   SOLE   2,127,949 0 129,195
FIRST SOLAR INC COM 336433107 6,399 150,735 SH   SOLE   111,870 0 38,865
FISERV INC COM 337738108 27,143 369,344 SH   SOLE   369,344 0 0
FLIR SYS INC COM 302445101 126,199 2,898,470 SH   SOLE   2,726,158 0 172,312
FLOOR & DECOR HLDGS INC CL A 339750101 15,393 594,335 SH   SOLE   441,931 0 152,404
FLUOR CORP NEW COM 343412102 161,676 5,020,994 SH   SOLE   4,635,583 0 385,411
FORTIS INC COM 349553107 22,522 675,600 SH   SOLE   574,620 0 100,980
FORTIVE CORP COM 34959J108 277,166 4,096,446 SH   SOLE   3,889,055 0 207,391
GARDNER DENVER HLDGS INC COM 36555P107 213,227 10,426,745 SH   SOLE   9,358,417 0 1,068,328
GCI LIBERTY INC COM CLASS A 36164V305 108,017 2,624,310 SH   SOLE   2,418,721 0 205,589
GENTEX CORP COM 371901109 110,737 5,479,300 SH   SOLE   4,964,815 0 514,485
GLAUKOS CORP COM 377322102 46,664 830,768 SH   SOLE   617,030 0 213,738
GLOBAL PMTS INC COM 37940X102 438,302 4,249,997 SH   SOLE   4,023,398 0 226,599
GOLDMAN SACHS GROUP INC COM 38141G104 48,630 291,109 SH   SOLE   291,109 0 0
GRANA Y MONTERO S A A SPONSORED ADS 38500P208 1,269 408,159 SH   SOLE   408,159 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 1,407 51,050 SH   SOLE   51,050 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 286,774 3,574,402 SH   SOLE   3,179,592 0 394,810
HALOZYME THERAPEUTICS INC COM 40637H109 29,834 2,039,215 SH   SOLE   1,514,590 0 524,625
HARRIS CORP DEL COM 413875105 429,391 3,188,941 SH   SOLE   2,964,639 0 224,302
HASBRO INC COM 418056107 41,271 507,949 SH   SOLE   480,534 0 27,415
HDFC BANK LTD ADR REPS 3 SHS 40415F101 461,236 4,452,519 SH   SOLE   4,125,123 0 327,396
HEALTHEQUITY INC COM 42226A107 36,417 610,512 SH   SOLE   453,111 0 157,401
HEICO CORP NEW COM 422806109 31,489 406,420 SH   SOLE   320,418 0 86,002
HESS CORP COM 42809H107 85,798 2,118,470 SH   SOLE   1,977,700 0 140,770
HUAZHU GROUP LTD SPONSORED ADS 44332N106 47,456 1,657,570 SH   SOLE   1,657,570 0 0
HUBSPOT INC COM 443573100 182,222 1,449,315 SH   SOLE   1,273,276 0 176,039
IAC INTERACTIVECORP COM 44919P508 159,518 871,493 SH   SOLE   789,483 0 82,010
ICICI BK LTD ADR 45104G104 20,553 1,997,336 SH   SOLE   1,997,336 0 0
IHS MARKIT LTD SHS G47567105 1,454,483 30,320,690 SH   SOLE   27,852,529 0 2,468,161
IMPERIAL OIL LTD COM NEW 453038408 669,031 26,405,340 SH   SOLE   25,150,184 0 1,255,156
INFLARX NV COM N44821101 1,395 38,363 SH   SOLE   38,363 0 0
INGEVITY CORP COM 45688C107 33,630 401,838 SH   SOLE   298,178 0 103,660
INSULET CORP COM 45784P101 93,856 1,183,261 SH   SOLE   1,053,229 0 130,032
INTERCONTINENTAL EXCHANGE IN COM 45866F104 159,218 2,113,610 SH   SOLE   1,835,301 0 278,309
INTERSECT ENT INC COM 46071F103 3,984 141,380 SH   SOLE   141,380 0 0
INTERXION HOLDING N.V SHS N47279109 50,898 939,762 SH   SOLE   739,269 0 200,493
IPG PHOTONICS CORP COM 44980X109 1,101 9,717 SH   SOLE   9,717 0 0
IQIYI INC SPONSORED ADS 46267X108 1,021 68,684 SH   SOLE   68,684 0 0
ISHARES TR INDIA 50 ETF 464289529 5,948 168,415 SH   SOLE   168,415 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 137,315 2,348,866 SH   SOLE   2,201,021 0 147,845
JOHN BEAN TECHNOLOGIES CORP COM 477839104 50,029 696,679 SH   SOLE   517,477 0 179,202
KIRBY CORP COM 497266106 103,864 1,541,928 SH   SOLE   1,397,492 0 144,436
KROGER CO COM 501044101 148,213 5,389,548 SH   SOLE   4,883,318 0 506,230
LAM RESEARCH CORP COM 512807108 93,064 683,441 SH   SOLE   646,228 0 37,213
LAMB WESTON HLDGS INC COM 513272104 12,752 173,350 SH   SOLE   121,349 0 52,001
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 54,098 1,383,231 SH   SOLE   1,252,628 0 130,603
LINDE PLC COM G5494J103 30,664 196,512 SH   SOLE   196,512 0 0
LIVANOVA PLC SHS G5509L101 3,893 42,560 SH   SOLE   42,560 0 0
LIVEPERSON INC COM 538146101 14,772 783,239 SH   SOLE   581,362 0 201,877
LOEWS CORP COM 540424108 70,882 1,557,151 SH   SOLE   1,410,996 0 146,155
LOWES COS INC COM 548661107 300,337 3,251,805 SH   SOLE   2,959,761 0 292,044
LULULEMON ATHLETICA INC COM 550021109 149,763 1,231,506 SH   SOLE   1,163,043 0 68,463
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 39,877 479,523 SH   SOLE   479,523 0 0
M & T BK CORP COM 55261F104 124,065 866,797 SH   SOLE   785,145 0 81,652
MARATHON PETE CORP COM 56585A102 74,726 1,266,328 SH   SOLE   1,107,737 0 158,591
MARKETAXESS HLDGS INC COM 57060D108 49,803 235,687 SH   SOLE   222,847 0 12,840
MARSH & MCLENNAN COS INC COM 571748102 617,845 7,747,271 SH   SOLE   7,066,341 0 680,930
MASTERCARD INCORPORATED CL A 57636Q104 32,121 170,269 SH   SOLE   119,172 0 51,097
MAXIM INTEGRATED PRODS INC COM 57772K101 93,777 1,844,196 SH   SOLE   1,743,839 0 100,357
MEDTRONIC PLC SHS G5960L103 1,980,339 21,771,533 SH   SOLE   19,995,821 0 1,775,712
MELLANOX TECHNOLOGIES LTD SHS M51363113 7,499 81,179 SH   SOLE   81,179 0 0
MERCADOLIBRE INC COM 58733R102 93,011 317,607 SH   SOLE   317,607 0 0
MICROSOFT CORP COM 594918104 17,287 170,197 SH   SOLE   170,197 0 0
MONDELEZ INTL INC CL A 609207105 44,997 1,124,088 SH   SOLE   786,759 0 337,329
MONOLITHIC PWR SYS INC COM 609839105 44,076 379,149 SH   SOLE   281,602 0 97,547
MOTOROLA SOLUTIONS INC COM NEW 620076307 200,155 1,739,873 SH   SOLE   1,640,699 0 99,174
NANOSTRING TECHNOLOGIES INC COM 63009R109 2,840 191,538 SH   SOLE   191,538 0 0
NEOGENOMICS INC COM NEW 64049M209 18,669 1,480,487 SH   SOLE   1,101,323 0 379,164
NEUROCRINE BIOSCIENCES INC COM 64125C109 119,411 1,672,187 SH   SOLE   1,488,273 0 183,914
NEW YORK TIMES CO CL A 650111107 116,039 5,205,863 SH   SOLE   4,684,113 0 521,750
NEWS CORP NEW CL A 65249B109 76,778 6,764,595 SH   SOLE   6,129,356 0 635,239
NICE LTD SPONSORED ADR 653656108 13,043 120,538 SH   SOLE   120,538 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 3,304 76,281 SH   SOLE   76,281 0 0
NOVANTA INC COM 67000B104 50,181 796,527 SH   SOLE   597,956 0 198,571
NUTRIEN LTD COM 67077M108 138,341 2,943,431 SH   SOLE   2,772,809 0 170,622
NXP SEMICONDUCTORS N V COM N6596X109 888,138 12,119,784 SH   SOLE   11,392,685 0 727,099
OAKTREE CAP GROUP LLC UNIT CL A 674001201 54,297 1,365,969 SH   SOLE   1,365,969 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 49,509 806,591 SH   SOLE   806,591 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 64,134 964,273 SH   SOLE   798,153 0 166,120
OMNICOM GROUP INC COM 681919106 111,168 1,517,858 SH   SOLE   1,373,025 0 144,833
ORACLE CORP COM 68389X105 688,547 15,250,204 SH   SOLE   14,029,357 0 1,220,847
PAGSEGURO DIGITAL LTD COM CL A G68707101 177,445 9,473,839 SH   SOLE   8,710,766 0 763,073
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1,573 49,444 SH   SOLE   49,444 0 0
PAYPAL HLDGS INC COM 70450Y103 30,643 364,409 SH   SOLE   254,882 0 109,527
PERKINELMER INC COM 714046109 22,574 287,389 SH   SOLE   287,389 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 1,602 138,213 SH   SOLE   138,213 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 455,336 34,998,889 SH   SOLE   30,031,339 0 4,967,550
PINNACLE FINL PARTNERS INC COM 72346Q104 63,844 1,384,898 SH   SOLE   1,253,427 0 131,471
PIONEER NAT RES CO COM 723787107 374,218 2,845,328 SH   SOLE   2,589,908 0 255,420
PROGRESSIVE CORP OHIO COM 743315103 1,067,297 17,690,991 SH   SOLE   16,284,535 0 1,406,456
PROOFPOINT INC COM 743424103 37,840 451,495 SH   SOLE   335,347 0 116,148
PTC INC COM 69370C100 13,138 158,479 SH   SOLE   110,905 0 47,574
Q2 HLDGS INC COM 74736L109 84,615 1,707,675 SH   SOLE   1,268,397 0 439,278
QUALCOMM INC COM 747525103 452,490 7,950,968 SH   SOLE   7,250,454 0 700,514
QURATE RETAIL INC COM SER A 74915M100 172,335 8,828,653 SH   SOLE   8,265,947 0 562,706
RADIUS HEALTH INC COM NEW 750469207 11,505 697,702 SH   SOLE   517,665 0 180,037
ROGERS CORP COM 775133101 22,995 232,129 SH   SOLE   172,418 0 59,711
ROKU INC COM CL A 77543R102 47,363 1,545,776 SH   SOLE   1,378,176 0 167,600
ROPER TECHNOLOGIES INC COM 776696106 228,781 858,400 SH   SOLE   809,348 0 49,052
RYDER SYS INC COM 783549108 92,387 1,918,739 SH   SOLE   1,739,192 0 179,547
SAGE THERAPEUTICS INC COM 78667J108 23,989 250,431 SH   SOLE   226,206 0 24,225
SALESFORCE COM INC COM 79466L302 13,901 101,489 SH   SOLE   101,489 0 0
SANOFI SPONSORED ADR 80105N105 50,475 1,162,743 SH   SOLE   1,162,743 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 17,023 105,149 SH   SOLE   105,149 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 44,830 1,220,191 SH   SOLE   1,153,967 0 66,224
SERVICENOW INC COM 81762P102 8,565 48,105 SH   SOLE   33,665 0 14,440
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 12,427 224,844 SH   SOLE   166,728 0 58,116
SOLAREDGE TECHNOLOGIES INC COM 83417M104 4,305 122,649 SH   SOLE   122,649 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,306 28,958 SH   SOLE   20,321 0 8,637
STANLEY BLACK & DECKER INC COM 854502101 174,971 1,461,255 SH   SOLE   1,379,928 0 81,327
STARBUCKS CORP COM 855244109 14,719 228,553 SH   SOLE   228,553 0 0
STONECO LTD COM CL A G85158106 12,593 682,910 SH   SOLE   682,910 0 0
STORE CAP CORP COM 862121100 41,874 1,479,135 SH   SOLE   1,338,420 0 140,715
SUNTRUST BKS INC COM 867914103 54,285 1,076,220 SH   SOLE   1,031,030 0 45,190
SVB FINL GROUP COM 78486Q101 64,477 339,493 SH   SOLE   321,043 0 18,450
SYNCHRONY FINL COM 87165B103 139,190 5,933,099 SH   SOLE   5,599,730 0 333,369
TABLEAU SOFTWARE INC CL A 87336U105 408,570 3,404,747 SH   SOLE   3,091,318 0 313,429
TABULA RASA HEALTHCARE INC COM 873379101 25,057 392,986 SH   SOLE   291,463 0 101,523
TACTILE SYS TECHNOLOGY INC COM 87357P100 11,802 259,107 SH   SOLE   192,416 0 66,691
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 168,638 1,638,214 SH   SOLE   1,547,076 0 91,138
TAL ED GROUP SPONSORED ADS 874080104 93,661 3,510,518 SH   SOLE   3,510,518 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 149,160 3,046,563 SH   SOLE   2,882,424 0 164,139
TE CONNECTIVITY LTD REG SHS H84989104 279,292 3,692,870 SH   SOLE   3,570,695 0 122,175
TELADOC HEALTH INC COM 87918A105 26,482 534,226 SH   SOLE   396,129 0 138,097
TELEDYNE TECHNOLOGIES INC COM 879360105 102,205 493,576 SH   SOLE   395,473 0 98,103
TELEFONICA BRASIL SA SPONSORED ADR 87936R106 1,152,120 96,573,359 SH   SOLE   90,688,209 0 5,885,150
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 626 47,363 SH   SOLE   47,363 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 5,871 380,735 SH   SOLE   380,735 0 0
THE TRADE DESK INC COM CL A 88339J105 62,582 539,224 SH   SOLE   486,185 0 53,039
THERMO FISHER SCIENTIFIC INC COM 883556102 24,064 107,531 SH   SOLE   107,531 0 0
TIFFANY & CO NEW COM 886547108 71,108 883,225 SH   SOLE   803,898 0 79,327
TORCHMARK CORP COM 891027104 121,149 1,625,509 SH   SOLE   1,472,885 0 152,624
TRANSUNION COM 89400J107 160,263 2,821,529 SH   SOLE   2,663,259 0 158,270
TRIMBLE INC COM 896239100 56,034 1,702,659 SH   SOLE   1,601,104 0 101,555
TRIPADVISOR INC COM 896945201 60,765 1,126,537 SH   SOLE   1,018,583 0 107,954
TWITTER INC COM 90184L102 56,637 1,970,662 SH   SOLE   1,863,577 0 107,085
TYLER TECHNOLOGIES INC COM 902252105 53,261 286,625 SH   SOLE   212,895 0 73,730
UNDER ARMOUR INC CL A 904311107 45,815 2,592,803 SH   SOLE   2,451,921 0 140,882
UNITED TECHNOLOGIES CORP COM 913017109 260,966 2,450,841 SH   SOLE   2,288,913 0 161,928
VEEVA SYS INC CL A COM 922475108 578,414 6,475,746 SH   SOLE   5,810,631 0 665,115
VIEWRAY INC COM 92672L107 18,263 3,008,677 SH   SOLE   2,318,371 0 690,306
VIRTU FINL INC CL A 928254101 39,370 1,528,331 SH   SOLE   1,135,149 0 393,182
VISA INC COM CL A 92826C839 937,054 7,102,122 SH   SOLE   6,551,665 0 550,457
VISTEON CORP COM NEW 92839U206 38,310 635,540 SH   SOLE   469,830 0 165,710
VMWARE INC CL A COM 928563402 27,384 199,695 SH   SOLE   199,695 0 0
VMWARE INC OPTIONS 928563402 14,920 108,800 SH Call SOLE   0 0 0
WABCO HLDGS INC COM 92927K102 57,249 533,346 SH   SOLE   462,206 0 71,140
WABTEC CORP COM 929740108 75,206 1,070,548 SH   SOLE   1,012,788 0 57,760
WAYFAIR INC CL A 94419L101 95,140 1,056,173 SH   SOLE   996,638 0 59,535
WEBSTER FINL CORP CONN COM 947890109 68,707 1,393,927 SH   SOLE   1,052,393 0 341,534
WELLCARE HEALTH PLANS INC COM 94946T106 95,068 402,678 SH   SOLE   379,017 0 23,661
WELLS FARGO CO NEW COM 949746101 60,856 1,320,657 SH   SOLE   1,320,657 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 108,462 1,106,413 SH   SOLE   1,041,416 0 64,997
WILLIS TOWERS WATSON PUB LTD SHS G96629103 624,938 4,115,223 SH   SOLE   3,750,467 0 364,756
WORLD WRESTLING ENTMT INC CL A 98156Q108 16,766 224,389 SH   SOLE   166,886 0 57,503
WORLDPAY INC CL A 981558109 551,206 7,211,912 SH   SOLE   6,612,020 0 599,892
YANDEX N V SHS CLASS A N97284108 47,568 1,739,247 SH   SOLE   1,739,247 0 0
ZUORA INC COM CL A 98983V106 12,089 666,445 SH   SOLE   494,463 0 171,982
ZYNGA INC CL A 98986T108 195,222 49,674,929 SH   SOLE   44,570,136 0 5,104,793