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 LABORATORIES COM 002824100 923,477 12,767,557 SH   SOLE   3,966,147 0 8,801,410
ABIOMED INC. COM 003654100 1,049,957 3,230,240 SH   SOLE   2,889,473 0 340,767
ACCURAY INC. COM 004397105 16,142 4,733,700 SH   SOLE   3,938,000 0 795,700
ACTIVISION BLIZZARD COM 00507V109 380,912 8,179,350 SH   SOLE   1,326,500 0 6,852,850
ACUITY BRANDS COM 00508Y102 6,552 57,000 SH   SOLE   0 0 57,000
ADIENT PLC COM G0084W101 1,107 73,520 SH   SOLE   0 0 73,520
ADOBE INC COM 00724F101 4,490,792 19,849,680 SH   SOLE   2,902,213 0 16,947,467
ADVERUM BIOTECHNOLOGIES COM 00773U108 3,314 1,052,000 SH   SOLE   852,000 0 200,000
AECOM COM 00766T100 570,087 21,512,734 SH   SOLE   12,812,353 0 8,700,381
AGILENT TECHNOLOGIES COM 00846U101 307,171 4,553,380 SH   SOLE   2,321,880 0 2,231,500
AIR CANADA CL A COM 008911877 2,854 150,100 SH   SOLE   0 0 150,100
AIRBUS SE COM 004012250 1,692,928 17,634,998 SH   SOLE   2,473,467 0 15,161,531
ALASKA AIRGROUP INC. COM 011659109 366,597 6,024,607 SH   SOLE   912,907 0 5,111,700
ALBEMARLE CORP COM 012653101 321,134 4,166,780 SH   SOLE   1,365,930 0 2,800,850
ALIBABA GROUP HOLDING COM 01609W102 2,092,666 15,267,130 SH   SOLE   3,348,375 0 11,918,755
ALKERMES COM G01767105 687,014 23,280,730 SH   SOLE   15,007,905 0 8,272,825
ALLEGIANT TRAVEL CO COM 01748X102 4,720 47,100 SH   SOLE   28,300 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,292,948 2,194,293 SH   SOLE   370,881 0 1,823,412
ALPHABET INC CLASS C COM 02079k107 2,198,603 2,123,003 SH   SOLE   312,201 0 1,810,802
ALTABA INC. COM 021346101 337,773 5,829,710 SH   SOLE   3,033,860 0 2,795,850
ALTAIR ENGINEERING COM 021369103 26,151 948,200 SH   SOLE   649,400 0 298,800
ALTRIA GROUP INC. COM 02209S103 29,530 597,904 SH   SOLE   500,000 0 97,904
AMAZON.COM INC COM 023135106 469,633 312,678 SH   SOLE   3,900 0 308,778
AMERICAN AIRLINES GROUP COM 02376R102 2,212,539 68,904,981 SH   SOLE   24,126,698 0 44,778,283
AMERICAN EXPRESS CO. COM 025816109 13,068 137,100 SH   SOLE   0 0 137,100
AMGEN INC. COM 031162100 3,863,463 19,846,216 SH   SOLE   3,080,867 0 16,765,349
ANALOG DEVICES COM 032654105 497,825 5,800,124 SH   SOLE   1,374,970 0 4,425,154
APPLE INC COM 037833100 129,363 820,100 SH   SOLE   0 0 820,100
APPLIED MATERIALS COM 038222105 163,491 4,993,610 SH   SOLE   2,733,855 0 2,259,755
ARBUTUS BIOPHARMA CORP COM 03879J100 15,477 4,040,900 SH   SOLE   4,040,900 0 0
ARENA PHARMACEUTICALS COM 040047607 57,023 1,464,000 SH   SOLE   1,175,000 0 289,000
ARISTA NETWORKS COM 040413106 1,275 6,050 SH   SOLE   1,500 0 4,550
ARLO TECHNOLOGIES INC COM 04206A101 33,665 3,373,286 SH   SOLE   1,857,346 0 1,515,940
ARMSTRONG WORLD INDS INC COM 04247X102 2,736 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 22,999 9,163,000 SH   SOLE   8,493,000 0 670,000
ASML HOLDING NV COM N07059210 246,411 1,583,412 SH   SOLE   362,453 0 1,220,959
ASTRAZENECA COM 046353108 2,132,498 56,147,926 SH   SOLE   15,692,373 0 40,455,553
AUTODESK INC. COM 052769106 11,704 91,000 SH   SOLE   0 0 91,000
AUTOZONE INC. COM 053332102 3,827 4,565 SH   SOLE   0 0 4,565
AVAYA HOLDINGS CORP COM 05351X101 1,181 81,100 SH   SOLE   22,900 0 58,200
AVIS BUDGET GROUP COM 053774105 1,798 80,000 SH   SOLE   0 0 80,000
AXCELIS TECHNOLOGIES COM 054540208 52,553 2,952,400 SH   SOLE   2,506,500 0 445,900
AXON ENTERPRISE INC COM 05464C101 23,056 527,000 SH   SOLE   417,000 0 110,000
AXOVANT SCIENCES COM G0750W104 1,053 1,057,600 SH   SOLE   871,700 0 185,900
BANKAMERICA CORP NEW COM 060505104 878,312 35,645,761 SH   SOLE   5,831,200 0 29,814,561
BEIGENE LTD COM 00BGDY260 68,213 6,350,100 SH   SOLE   3,886,600 0 2,463,500
BEIGENE LTD ADR COM 07725L102 129,255 921,539 SH   SOLE   761,747 0 159,792
BIOGEN INC. COM 09062X103 4,428,404 14,716,217 SH   SOLE   1,685,925 0 13,030,292
BIOMARIN PHARMA COM 09061G101 1,207,867 14,185,173 SH   SOLE   4,002,389 0 10,182,784
BLACKBERRY LTD COM 09228F103 517,457 72,778,693 SH   SOLE   45,182,243 0 27,596,450
BOEING CO. COM 097023105 385,977 1,196,829 SH   SOLE   50,729 0 1,146,100
BOOT BARN HOLDINGS COM 099406100 13,624 800,000 SH   SOLE   800,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,592,519 45,062,777 SH   SOLE   3,656,586 0 41,406,191
BRISTOL-MYERS SQUIBB COM 110122108 965,652 18,577,374 SH   SOLE   5,561,334 0 13,016,040
BURLINGTON STORES COM 122017106 5,271 32,400 SH   SOLE   8,100 0 24,300
CABOT OIL & GAS CORP COM 127097103 77,708 3,476,854 SH   SOLE   1,349,850 0 2,127,004
CALAVO GROWERS COM 128246105 9,281 127,200 SH   SOLE   117,300 0 9,900
CAMPING WORLD HOLDINGS INC A COM 13462K109 5,010 436,800 SH   SOLE   86,800 0 350,000
CARMAX INC. COM 143130102 757,065 12,068,628 SH   SOLE   6,095,441 0 5,973,187
CARNIVAL CORP COM 143658300 1,090,977 22,129,357 SH   SOLE   7,344,669 0 14,784,688
CATERPILLAR INC DEL COM 149123101 1,190,272 9,367,059 SH   SOLE   2,121,558 0 7,245,501
CBOE GLOBAL MARKETS COM 12503M108 78,196 799,300 SH   SOLE   534,900 0 264,400
CBS CORPORATION COM 124857202 59,527 1,361,549 SH   SOLE   475,000 0 886,549
CELANESE CORP COM 150870103 985 10,950 SH   SOLE   0 0 10,950
CERNER CORP COM 156782104 1,017 19,400 SH   SOLE   0 0 19,400
CERUS CORP COM 157085101 54,756 10,800,000 SH   SOLE   10,800,000 0 0
CHARLES RIVER LAB COM 159864107 45,736 404,100 SH   SOLE   17,000 0 387,100
CHARTER COMMUNICATIONS COM 16119P108 46,536 163,300 SH   SOLE   0 0 163,300
CHEGG INC COM 163092109 239,515 8,427,690 SH   SOLE   7,060,600 0 1,367,090
CIRCOR CORP COM 17273K109 7,636 358,500 SH   SOLE   336,000 0 22,500
CISCO SYSTEMS INC COM 17275R102 994,623 22,954,611 SH   SOLE   5,881,679 0 17,072,932
CITIGROUP INC. COM 172967424 304,865 5,856,041 SH   SOLE   3,049,840 0 2,806,201
COMCAST CORP CABLE COM 20030N101 92,756 2,724,100 SH   SOLE   348,000 0 2,376,100
COMERICA COM 200340107 2,995 43,600 SH   SOLE   0 0 43,600
COMSCORE COM 20564W105 124,755 8,645,532 SH   SOLE   7,406,860 0 1,238,672
CONSTELLATION BRANDS INC.-A COM 21036P108 9,029 56,141 SH   SOLE   0 0 56,141
CONTROLADORA VUELA COMPANIA DE COM 21240E105 754 140,900 SH   SOLE   41,000 0 99,900
CORNING INC COM 219350105 477,737 15,813,873 SH   SOLE   1,472,953 0 14,340,920
CRAY INC COM 225223304 7,047 326,400 SH   SOLE   290,400 0 36,000
CREE INC. COM 225447101 361,478 8,450,689 SH   SOLE   4,224,629 0 4,226,060
CSX CORP. COM 126408103 110,107 1,772,200 SH   SOLE   160,000 0 1,612,200
CURTISS WRIGHT COM 231561101 137,219 1,343,700 SH   SOLE   827,500 0 516,200
CVS HEALTH CORP COM 126650100 294,788 4,499,213 SH   SOLE   1,103,130 0 3,396,083
DEERE & CO COM 244199105 723,324 4,848,991 SH   SOLE   1,158,951 0 3,690,040
DELL TECHNOLOGIES COM 24703L202 72,766 1,488,972 SH   SOLE   336,542 0 1,152,430
DELTA AIR LINES DEL COM 247361702 1,419,906 28,455,026 SH   SOLE   8,920,355 0 19,534,671
DESCARTES SYS GRP INC COM 249906108 116,768 4,413,000 SH   SOLE   121,700 0 4,291,300
DEXTERA SURGICAL INC COM 252ESC108 19 576,840 SH   SOLE   507,040 0 69,800
DHX MEDIA LTD COM 00BF2QB07 13,887 8,463,500 SH   SOLE   8,358,700 0 104,800
DIEBOLD NIXDORF COM 253651103 747 300,000 SH   SOLE   300,000 0 0
DIGIMARC COM 25381B101 6,046 417,000 SH   SOLE   417,000 0 0
DISCOVER FIN SVCS COM 254709108 760,069 12,886,896 SH   SOLE   5,894,220 0 6,992,676
DISNEY WALT CO. COM 254687106 359,970 3,282,900 SH   SOLE   200,000 0 3,082,900
DOWDUPONT INC COM 26078J100 292,237 5,464,410 SH   SOLE   1,403,930 0 4,060,480
DXC TECHNOLOGIES CO COM 23355L106 185,645 3,491,535 SH   SOLE   877,852 0 2,613,683
E TRADE FINANCIAL COM 269246401 585,172 13,335,725 SH   SOLE   8,225,396 0 5,110,329
EBAY INC. COM 278642103 275,785 9,824,900 SH   SOLE   4,742,900 0 5,082,000
EDWARDS LIFE COM 28176E108 81,946 535,000 SH   SOLE   0 0 535,000
ELANCO ANIMAL HEALTH INC COM 28414H103 156,458 4,962,199 SH   SOLE   1,568,400 0 3,393,799
ELECTRONIC ARTS INC. COM 285512109 88,176 1,117,425 SH   SOLE   416,350 0 701,075
ELLIE MAE COM 28849P100 175,952 2,800,445 SH   SOLE   2,630,995 0 169,450
ENTEGRIS INC COM 29362U104 133,607 4,789,641 SH   SOLE   256,438 0 4,533,203
ENTERCOM COMMS CORP COM 293639100 16,768 2,936,538 SH   SOLE   1,475,509 0 1,461,029
EOG RESOURCES INC. COM 26875P101 189,516 2,173,096 SH   SOLE   128,337 0 2,044,759
EPIZYME COM 29428V104 58,868 9,556,527 SH   SOLE   9,040,927 0 515,600
EQUINIX COM 29444U700 6,029 17,100 SH   SOLE   0 0 17,100
ERICSSON COM 294821608 1,179,445 132,970,106 SH   SOLE   34,959,216 0 98,010,890
EXACT SCIENCES CORP COM 30063p105 201,611 3,195,102 SH   SOLE   2,831,002 0 364,100
FACEBOOK INC. COM 30303M102 15,678 119,600 SH   SOLE   0 0 119,600
FARO TECHNOLOGIES INC. COM 311642102 64,499 1,587,078 SH   SOLE   1,338,834 0 248,244
FEDEX CORP COM 31428X106 2,429,740 15,060,682 SH   SOLE   1,678,856 0 13,381,826
FIVE BELOW COM 33829M101 1,453 14,200 SH   SOLE   7,300 0 6,900
FLEX LTD COM Y2573F102 587,464 77,196,259 SH   SOLE   41,002,886 0 36,193,373
FLEX PHARMA COM 33938A105 13 38,500 SH   SOLE   0 0 38,500
FLUIDIGM CORP. COM 34385P108 57,504 6,671,043 SH   SOLE   4,666,832 0 2,004,211
FORMFACTOR INC COM 346375108 64,942 4,609,118 SH   SOLE   1,634,018 0 2,975,100
GARRETT MOTION INC. COM 366505105 607 49,158 SH   SOLE   659 0 48,499
GENERAL DYNAMICS CORP COM 369550108 109,731 697,990 SH   SOLE   270,600 0 427,390
GILBRALTAR INDUSTRIES COM 374689107 9,246 259,800 SH   SOLE   206,300 0 53,500
GILDAN ACTIVEWEAR COM 375916103 37,783 1,244,500 SH   SOLE   644,500 0 600,000
GLAUKOS COM 377322102 15,093 268,700 SH   SOLE   199,700 0 69,000
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 22,043 576,900 SH   SOLE   5,800 0 571,100
GREIF CL A COM 397624107 1,670 45,000 SH   SOLE   0 0 45,000
GREIF CL B COM 397624206 1,465 33,000 SH   SOLE   0 0 33,000
GTT COMMUNICATIONS COM 362393100 1,483 62,700 SH   SOLE   19,300 0 43,400
HABIT BURGER COM 40449J103 3,423 326,000 SH   SOLE   96,000 0 230,000
HAWAIIAN HOLDINGS INC. COM 419879101 24,276 919,200 SH   SOLE   774,200 0 145,000
HERC HOLDINGS INC COM 42704L104 6,517 250,739 SH   SOLE   35,833 0 214,906
HESS CORPORATION COM 42809H107 335,868 8,293,035 SH   SOLE   1,665,471 0 6,627,564
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,219,797 92,338,885 SH   SOLE   30,788,713 0 61,550,172
HILTON WORLDWIDE HOLDINGS COM 43300A203 50,329 700,965 SH   SOLE   125,000 0 575,965
HONEYWELL INTL. INC. COM 438516106 399,802 3,026,055 SH   SOLE   259,210 0 2,766,845
HP INC. COM 40434L105 1,273,220 62,229,738 SH   SOLE   17,808,877 0 44,420,861
HUBSPOT INC COM 443573100 60,256 479,250 SH   SOLE   449,250 0 30,000
ICF INTERNATIONAL COM 44925C103 6,570 101,417 SH   SOLE   101,417 0 0
IDEX CORP COM 45167R104 75,164 595,310 SH   SOLE   219,760 0 375,550
ILLUMINA INC COM 452327109 302,408 1,008,263 SH   SOLE   340,830 0 667,433
IMAX CORP. COM 45245E109 113,355 6,026,300 SH   SOLE   5,428,900 0 597,400
IMMUNOGEN COM 45253H101 18,072 3,765,000 SH   SOLE   2,725,000 0 1,040,000
INGEVITY CORP COM 45688C107 1,958 23,400 SH   SOLE   5,400 0 18,000
INSULET CORP. COM 45784P101 386,785 4,876,258 SH   SOLE   4,547,263 0 328,995
INTEL CORP COM 458140100 1,155,412 24,619,897 SH   SOLE   5,859,495 0 18,760,402
INTUIT INC COM 461202103 852,984 4,333,166 SH   SOLE   524,016 0 3,809,150
IROBOT CORP COM 462726100 345,888 4,130,500 SH   SOLE   4,063,100 0 67,400
JABIL CIRCUIT COM 466313103 97,640 3,938,687 SH   SOLE   2,197,512 0 1,741,175
JACOBS ENGR GROUP DEL COM 469814107 481,221 8,231,622 SH   SOLE   4,105,063 0 4,126,559
JET BLUE AIRWAYS COM 477143101 368,135 22,922,450 SH   SOLE   13,338,422 0 9,584,028
JOHNSON & JOHNSON COM 478160104 2,104 16,300 SH   SOLE   11,600 0 4,700
JPMORGAN CHASE & CO. COM 46625H100 2,260,418 23,155,278 SH   SOLE   6,234,599 0 16,920,679
KEYSIGHT TECHNOLOGIES COM 49338L103 250,859 4,040,905 SH   SOLE   2,279,670 0 1,761,235
KLA-TENCOR CORP. COM 482480100 1,095,148 12,237,661 SH   SOLE   3,011,650 0 9,226,011
L BRANDS INC. COM 501797104 493,731 19,233,780 SH   SOLE   4,816,194 0 14,417,586
LAS VEGAS SANDS CORP. COM 517834107 44,622 857,300 SH   SOLE   100,000 0 757,300
LILLY ELI & CO COM 532457108 5,855,832 50,603,456 SH   SOLE   10,467,269 0 40,136,187
LINDE PLC EUR COM G5494J103 223,351 1,431,369 SH   SOLE   204,169 0 1,227,200
LIONS GATE ENT CL-A COM 535919401 31,234 1,939,986 SH   SOLE   1,805,386 0 134,600
LIONS GATE ENT CL-B COM 535919500 42,951 2,886,500 SH   SOLE   2,758,800 0 127,700
LIVANOVA PLC COM G5509L101 7,153 78,200 SH   SOLE   53,500 0 24,700
LOWES COS INC COM 548661107 3,787 41,000 SH   SOLE   0 0 41,000
MARKETAXESS HLDGS INC. COM 57060D108 164,868 780,220 SH   SOLE   722,620 0 57,600
MARRIOTT INTERNATIONAL COM 571903202 115,594 1,064,796 SH   SOLE   116,946 0 947,850
MARRONE BIO INNOVATIONS COM 57165B106 3,860 2,625,600 SH   SOLE   2,325,000 0 300,600
MARSH & MCLENNAN COS. COM 571748102 712,070 8,928,775 SH   SOLE   1,317,714 0 7,611,061
MASTERCARD INC CL A COM 57636Q104 15,464 81,974 SH   SOLE   16,974 0 65,000
MATERIALISE NV - ADR COM 57667T100 18,314 914,319 SH   SOLE   678,500 0 235,819
MATTEL INC COM 577081102 507,896 50,840,399 SH   SOLE   16,252,224 0 34,588,175
MAXAR TECHNOLOGIES LTD COM 57778K105 3,373 282,000 SH   SOLE   180,000 0 102,000
MAXLINEAR INC COM 57776J100 84,518 4,802,144 SH   SOLE   3,911,622 0 890,522
MCDONALDS CORP. COM 580135101 24,966 140,600 SH   SOLE   10,000 0 130,600
MEDTRONIC PLC COM G5960L103 658,075 7,234,775 SH   SOLE   696,930 0 6,537,845
MERCK & COMPANY COM 58933Y105 260,650 3,411,200 SH   SOLE   1,500,000 0 1,911,200
MERCURY GENERAL CORP COM 589400100 14,562 281,600 SH   SOLE   281,600 0 0
MGM RESORTS INTL COM 552953101 108,301 4,464,200 SH   SOLE   2,763,200 0 1,701,000
MICHAEL KORS HOLDINGS LTD COM G60754101 59,299 1,563,800 SH   SOLE   729,100 0 834,700
MICRO FOCUS INTL PLC ADR COM 594837304 265,437 15,423,403 SH   SOLE   7,079,752 0 8,343,651
MICRON TECHNOLOGY INC COM 595112103 1,836,053 57,864,885 SH   SOLE   15,094,124 0 42,770,761
MICROSOFT CORP. COM 594918104 3,925,800 38,651,173 SH   SOLE   6,058,946 0 32,592,227
MINDBODY INC COM 60255W105 5,845 160,577 SH   SOLE   123,077 0 37,500
MOMENTA PHARMACEUTICALS COM 60877T100 33,746 3,056,695 SH   SOLE   2,686,678 0 370,017
NATIONAL OILWELL VARCO COM 637071101 5,656 220,066 SH   SOLE   51,500 0 168,566
NCI BUILDING SYSTEMS COM 628852204 2,465 340,000 SH   SOLE   340,000 0 0
NEKTAR THERAPEUTICS COM 640268108 637,679 19,400,022 SH   SOLE   17,884,534 0 1,515,488
NETAPP INC. COM 64110D104 2,114,190 35,431,378 SH   SOLE   11,134,907 0 24,296,471
NETFLIX COM 64110L106 21,868 81,700 SH   SOLE   8,400 0 73,300
NEWELL BRANDS INC COM 651229106 71,310 3,835,960 SH   SOLE   1,555,300 0 2,280,660
NLIGHT COM 65487K100 6,079 341,900 SH   SOLE   163,300 0 178,600
NMI HOLDINGS INC. COM 629209305 40,561 2,272,349 SH   SOLE   2,263,449 0 8,900
NN INC COM 629337106 42,249 6,296,400 SH   SOLE   4,761,100 0 1,535,300
NOBLE ENERGY INC. COM 655044105 40,031 2,133,847 SH   SOLE   8,547 0 2,125,300
NORFOLK SOUTHERN COM 655844108 41,123 275,000 SH   SOLE   275,000 0 0
NORTHERN TRUST CORP COM 665859104 406,560 4,863,737 SH   SOLE   1,795,050 0 3,068,687
NORWEGIAN CRUISE LINES COM G66721104 233,588 5,510,450 SH   SOLE   3,558,350 0 1,952,100
NOVARTIS AG ADR COM 66987V109 1,963,953 22,887,231 SH   SOLE   3,446,685 0 19,440,546
NUANCE COMMUNICATIONS COM 67020Y100 121,491 9,182,998 SH   SOLE   5,320,424 0 3,862,574
NUTANIX COM 67059N108 9,817 236,050 SH   SOLE   125,150 0 110,900
NUVASIVE INC. COM 670704105 40,649 820,200 SH   SOLE   690,000 0 130,200
NVENT ELECTRIC PLC COM G6700G107 31,303 1,393,700 SH   SOLE   140,000 0 1,253,700
NVIDIA CORP. COM 67066G104 825,830 6,185,992 SH   SOLE   1,251,465 0 4,934,527
OLD DOMINION FREIGHT LINES COM 679580100 19,907 161,200 SH   SOLE   25,000 0 136,200
ONCOMED PHARMACEUTICALS COM 68234X102 4,115 5,506,300 SH   SOLE   3,786,300 0 1,720,000
ORACLE CORP. COM 68389X105 377,401 8,358,817 SH   SOLE   890,425 0 7,468,392
ORASURE TECHNOLOGIES COM 68554V108 20,066 1,718,000 SH   SOLE   1,590,000 0 128,000
OSI SYSTEMS COM 671044105 20,062 273,700 SH   SOLE   253,400 0 20,300
OWENS CORNING COM 690742101 2,239 50,900 SH   SOLE   0 0 50,900
PAYPAL HOLDINGS INC COM 70450Y103 328,829 3,910,440 SH   SOLE   1,640,800 0 2,269,640
PENTAIR PLC COM G7S00T104 55,404 1,466,500 SH   SOLE   142,800 0 1,323,700
PENUMBRA COM 70975L107 7,695 62,970 SH   SOLE   22,600 0 40,370
PEPSICO INC COM 713448108 22,096 200,000 SH   SOLE   0 0 200,000
PERFORMANCE FOOD GRP COM 71377A103 358 11,100 SH   SOLE   0 0 11,100
PERKIN ELMER COM 714046109 242,673 3,089,411 SH   SOLE   1,788,886 0 1,300,525
PERSPECTA INC. COM 715347100 36,907 2,143,256 SH   SOLE   434,936 0 1,708,320
PFENEX INC COM 717071104 10,680 3,347,900 SH   SOLE   3,090,800 0 257,100
PHILIP MORRIS INTL INC COM 718172109 14,682 219,925 SH   SOLE   150,000 0 69,925
PIONEER NATURAL RES CO COM 723787107 94,372 717,550 SH   SOLE   431,500 0 286,050
PLANTRONICS INC NEW COM 727493108 148,472 4,485,550 SH   SOLE   0 0 4,485,550
PRESTIGE BRANDS HOLDINGS COM 74112D101 868 28,100 SH   SOLE   0 0 28,100
PROGRESSIVE CORP. COM 743315103 245,113 4,062,877 SH   SOLE   579,677 0 3,483,200
PROS HOLDINGS INC. COM 74346Y103 88,419 2,815,900 SH   SOLE   2,641,500 0 174,400
PUBLIC SVC ENTERPRISE GRP COM 744573106 19,382 372,379 SH   SOLE   372,379 0 0
QIAGEN N.V. COM N72482123 547,368 15,888,770 SH   SOLE   7,462,161 0 8,426,609
QUALCOMM INCORP. COM 747525103 1,365,858 24,000,322 SH   SOLE   6,608,072 0 17,392,250
RAMBUS INC DEL COM COM 750917106 9,655 1,258,845 SH   SOLE   175,889 0 1,082,956
RAYMOND JAMES FINANCIAL, INC. COM 754730109 118,658 1,594,650 SH   SOLE   683,250 0 911,400
RESIDEO TECHNOLOGIES, INC. COM 76118Y104 2,669 129,887 SH   SOLE   23,584 0 106,303
RESTAURANT BRANDS INTL COM 76131D103 56,610 1,082,400 SH   SOLE   333,200 0 749,200
RITCHIE BROS AUCTION COM 767744105 83,118 2,540,275 SH   SOLE   875,898 0 1,664,377
ROCHE HOLDING AG-CHF COM 007110388 1,901,103 7,695,954 SH   SOLE   891,884 0 6,804,070
ROCKWELL AUTOMATION COM 773903109 99,140 658,825 SH   SOLE   42,015 0 616,810
ROKU INC COM 77543R102 1,572 51,300 SH   SOLE   3,500 0 47,800
ROSS STORES INC COM 778296103 1,033,536 12,422,311 SH   SOLE   1,949,972 0 10,472,339
ROYAL CARIBBEAN COM V7780T103 938,638 9,598,511 SH   SOLE   3,888,256 0 5,710,255
RYANAIR COM 783513203 37,789 529,700 SH   SOLE   15,800 0 513,900
SAFRAN COM F4035A557 13,256 110,000 SH   SOLE   110,000 0 0
SALESFORCE.COM COM 79466L302 99,900 729,360 SH   SOLE   0 0 729,360
SANOFI COM 80105N105 84,897 1,955,700 SH   SOLE   344,000 0 1,611,700
SCHLUMBERGER LTD COM 806857108 76,522 2,120,892 SH   SOLE   115,064 0 2,005,828
SCHWAB CHARLES CORP COM 808513105 1,309,492 31,531,241 SH   SOLE   6,236,510 0 25,294,731
SEATTLE GENETICS COM 812578102 800,900 14,135,200 SH   SOLE   10,415,325 0 3,719,875
SERVICESOURCE COM 81763U100 14,523 13,447,133 SH   SOLE   9,057,000 0 4,390,133
SHUTTERFLY COM 82568P304 196,319 4,876,282 SH   SOLE   4,219,227 0 657,055
SIEMENS AG-Reg COM 005727973 1,492,940 13,408,553 SH   SOLE   3,736,072 0 9,672,481
SIEMENS HEALTHINEERS AG COM 00BD594Y4 12,488 298,900 SH   SOLE   202,500 0 96,400
SIEMENS HEALTHINEERS AG - REST COM 00BD594Y4 292,374 7,000,000 SH   SOLE   1,568,200 0 5,431,800
SIGNET JEWELERS COM G81276100 1,583 49,836 SH   SOLE   0 0 49,836
SONY CORP ADR NEW COM 835699307 2,017,303 41,783,404 SH   SOLE   17,114,898 0 24,668,506
SOUTHWEST AIRLS CO COM 844741108 3,428,373 73,760,183 SH   SOLE   14,788,018 0 58,972,165
SOUTHWESTERN ENERGY CO COM 845467109 46,471 13,627,825 SH   SOLE   6,756,175 0 6,871,650
SPECTRUM PHARMACEUTICALS COM 84763A108 96,545 11,033,730 SH   SOLE   10,294,300 0 739,430
SPIRIT AEROSYSTEMS COM 848574109 11,837 164,200 SH   SOLE   0 0 164,200
SPIRIT AIRLINES COM 848577102 35,897 619,765 SH   SOLE   437,200 0 182,565
SPLUNK COM 848637104 783,371 7,471,350 SH   SOLE   4,739,600 0 2,731,750
SPRINT CORP. COM 85207U105 202,916 34,865,300 SH   SOLE   22,993,200 0 11,872,100
STRATASYS LTD COM M85548101 137,713 7,646,489 SH   SOLE   7,298,189 0 348,300
STRYKER CORP. COM 863667101 35,347 225,500 SH   SOLE   0 0 225,500
SYRAH RESOURCES COM 00B23HV20 424 400,300 SH   SOLE   200,300 0 200,000
TECHNIPFMC PLC COM G87110105 1,265 64,600 SH   SOLE   0 0 64,600
TEMPUR SEALY COM 88023U101 18,746 452,800 SH   SOLE   420,000 0 32,800
TERADYNE COM 880770102 63,784 2,032,622 SH   SOLE   1,047,472 0 985,150
TESLA INC. COM 88160R101 304,151 913,915 SH   SOLE   353,115 0 560,800
TEXAS INSTRS. INC. COM 882508104 3,176,634 33,615,175 SH   SOLE   4,853,628 0 28,761,547
TEXTRON INC. COM 883203101 238,026 5,175,614 SH   SOLE   744,360 0 4,431,254
THE CME GROUP COM 12572Q105 378,299 2,010,943 SH   SOLE   776,321 0 1,234,622
THE RUBICON PROJECT COM 78112V102 4,971 1,332,800 SH   SOLE   1,243,600 0 89,200
THERMO FISHER SCIENTIFIC COM 883556102 1,123,638 5,020,946 SH   SOLE   982,050 0 4,038,896
TIFFANY & CO. COM 886547108 8,075 100,300 SH   SOLE   53,000 0 47,300
TJX COS INC NEW COM 872540109 724,714 16,198,348 SH   SOLE   979,000 0 15,219,348
T-MOBILE US INC. COM 872590104 46,874 736,900 SH   SOLE   0 0 736,900
TRANSDIGM GROUP COM 893641100 79,387 233,450 SH   SOLE   8,500 0 224,950
TRANSOCEAN LTD COM H8817H100 234,743 33,824,639 SH   SOLE   15,277,474 0 18,547,165
TRAVELERS COMPANIES INC. COM 89417E109 47,873 399,775 SH   SOLE   0 0 399,775
TRIBUNE MEDIA COMPANY COM 896047503 80,010 1,763,114 SH   SOLE   1,067,649 0 695,465
TRIBUNE PUBLISHING CO COM 89609W107 27,122 2,391,726 SH   SOLE   2,249,501 0 142,225
TRIMBLE INC COM 896239100 310,065 9,421,593 SH   SOLE   3,177,373 0 6,244,220
TUESDAY MORNING CORP. COM 899035505 3,755 2,209,000 SH   SOLE   1,599,000 0 610,000
TYSON FOODS COM 902494103 36,926 691,500 SH   SOLE   378,000 0 313,500
ULTA BEAUTY INC. COM 90384S303 68,898 281,400 SH   SOLE   102,700 0 178,700
UNION PACIFIC CORP. COM 907818108 370,399 2,679,586 SH   SOLE   95,050 0 2,584,536
UNITED CONTL HLDGS INC COM 910047109 3,203,340 38,257,977 SH   SOLE   12,900,536 0 25,357,441
UNITED PARCEL SVC INC. COM 911312106 350,410 3,592,843 SH   SOLE   543,417 0 3,049,426
UNITED TECHNOLOGIES CORP. COM 913017109 64,544 606,162 SH   SOLE   74,762 0 531,400
UNIVERSAL DISPLAY CORP COM 91347P105 440,988 4,712,919 SH   SOLE   2,951,422 0 1,761,497
US BANCORP DEL COM 902973304 234,234 5,125,479 SH   SOLE   304,054 0 4,821,425
V F CORP COM 918204108 42,804 600,000 SH   SOLE   300,000 0 300,000
VISA COM 92826C839 507,842 3,849,039 SH   SOLE   1,024,500 0 2,824,539
VMWARE COM 928563402 180,174 1,313,895 SH   SOLE   684,925 0 628,970
WATERS CORP COM 941848103 59,730 316,617 SH   SOLE   90,730 0 225,887
WELLS FARGO & CO. COM 949746101 2,095,201 45,468,779 SH   SOLE   10,161,253 0 35,307,526
WESTERN DIGITAL CORP COM 958102105 19,384 524,330 SH   SOLE   82,844 0 441,486
WHIRLPOOL CP COM 963320106 828,240 7,749,980 SH   SOLE   1,990,124 0 5,759,856
WILLSCOT CORP COM 971375126 4,098 435,000 SH   SOLE   189,600 0 245,400
XENCOR COM 98401F105 275,285 7,612,983 SH   SOLE   6,198,318 0 1,414,665
ZIMMER BIOMET HOLDINGS COM 98956P102 197,519 1,904,350 SH   SOLE   589,150 0 1,315,200