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
AIR CANADA CL A COM 008911877 4,896 150,100 SH   SOLE   0 0 150,100
DHX MEDIA LTD COM 252406152 9,299 6,450,000 SH   SOLE   6,450,000 0 0
2U INC COM 90214J101 20,777 1,276,200 SH   SOLE   1,222,700 0 53,500
ABBOTT LABORATORIES COM 002824100 797,705 9,533,942 SH   SOLE   2,671,022 0 6,862,920
ABIOMED INC. COM 003654100 548,940 3,085,840 SH   SOLE   2,790,723 0 295,117
ACCURAY INC. COM 004397105 12,489 4,508,595 SH   SOLE   3,903,895 0 604,700
ACTIVISION BLIZZARD COM 00507V109 442,035 8,352,900 SH   SOLE   1,495,750 0 6,857,150
ACUITY BRANDS COM 00508Y102 944 7,000 SH   SOLE   0 0 7,000
ADIENT PLC COM G0084W101 1,688 73,520 SH   SOLE   0 0 73,520
ADOBE INC COM 00724F101 4,403,616 15,940,691 SH   SOLE   2,396,673 0 13,544,018
ADVERUM BIOTECHNOLOGIES COM 00773U108 2,480 455,000 SH   SOLE   387,000 0 68,000
AECOM COM 00766T100 821,766 21,878,759 SH   SOLE   13,080,978 0 8,797,781
AGILENT TECHNOLOGIES COM 00846U101 339,888 4,435,445 SH   SOLE   2,286,239 0 2,149,206
ALASKA AIRGROUP INC. COM 011659109 390,295 6,012,867 SH   SOLE   901,167 0 5,111,700
ALBEMARLE CORP COM 012653101 408,074 5,869,880 SH   SOLE   1,871,980 0 3,997,900
ALCON INC COM H01301128 278,015 4,769,521 SH   SOLE   704,175 0 4,065,346
ALIBABA GROUP HOLDING COM 01609W102 2,524,911 15,098,435 SH   SOLE   3,266,445 0 11,831,990
ALKERMES COM G01767105 427,530 21,913,353 SH   SOLE   14,320,927 0 7,592,426
ALLEGIANT TRAVEL CO COM 01748X102 7,049 47,100 SH   SOLE   28,300 0 18,800
ALPHABET INC CLASS A COM 02079k305 2,536,612 2,077,249 SH   SOLE   358,463 0 1,718,786
ALPHABET INC CLASS C COM 02079k107 2,415,417 1,981,474 SH   SOLE   298,309 0 1,683,165
ALTAIR ENGINEERING COM 021369103 40,090 1,158,000 SH   SOLE   856,900 0 301,100
ALTRIA GROUP INC. COM 02209S103 24,368 595,804 SH   SOLE   500,000 0 95,804
AMAZON.COM INC COM 023135106 559,012 322,028 SH   SOLE   7,300 0 314,728
AMERICAN AIRLINES GROUP COM 02376R102 1,846,672 68,471,346 SH   SOLE   23,789,918 0 44,681,428
AMERICAN EXPRESS CO. COM 025816109 16,216 137,100 SH   SOLE   0 0 137,100
AMGEN INC. COM 031162100 3,521,998 18,200,601 SH   SOLE   2,700,270 0 15,500,331
AMICUS THERAPEUTICS INC COM 03152W109 17,624 2,197,500 SH   SOLE   2,197,500 0 0
ANALOG DEVICES COM 032654105 496,695 4,445,490 SH   SOLE   1,012,540 0 3,432,950
ANGI HOMESERVICES INC- A COM 00183L102 5,098 719,562 SH   SOLE   630,962 0 88,600
APPLE INC COM 037833100 188,762 842,800 SH   SOLE   0 0 842,800
APPLIED MATERIALS COM 038222105 249,966 5,009,335 SH   SOLE   2,690,380 0 2,318,955
ARBUTUS BIOPHARMA CORP COM 03879J100 6,162 4,040,900 SH   SOLE   4,040,900 0 0
ARENA PHARMACEUTICALS COM 040047607 62,522 1,366,000 SH   SOLE   1,234,300 0 131,700
ARISTA NETWORKS COM 040413106 2,843 11,900 SH   SOLE   1,500 0 10,400
ARLO TECHNOLOGIES INC COM 04206A101 17,233 5,053,740 SH   SOLE   3,108,670 0 1,945,070
ARMSTRONG WORLD INDS INC COM 04247X102 4,545 47,000 SH   SOLE   0 0 47,000
ASCENA RETAIL GROUP COM 04351G101 1,583 5,993,000 SH   SOLE   5,993,000 0 0
ASML HOLDING NV COM N07059210 370,623 1,491,919 SH   SOLE   340,760 0 1,151,159
ASTRAZENECA COM 046353108 2,622,017 58,829,196 SH   SOLE   16,760,958 0 42,068,238
AT HOME INC. COM 04650Y100 838 87,100 SH   SOLE   31,000 0 56,100
AUTODESK INC. COM 052769106 15,508 105,000 SH   SOLE   0 0 105,000
AUTOZONE INC. COM 053332102 3,932 3,625 SH   SOLE   0 0 3,625
AXCELIS TECHNOLOGIES COM 054540208 49,848 2,916,800 SH   SOLE   2,511,500 0 405,300
AXON ENTERPRISE INC COM 05464C101 26,232 462,000 SH   SOLE   392,000 0 70,000
AXOVANT GENE THERAPIES LTD COM G0750W203 796 123,287 SH   SOLE   108,962 0 14,325
BANKAMERICA CORP NEW COM 060505104 1,090,493 37,384,061 SH   SOLE   6,418,300 0 30,965,761
BEIGENE LTD-ADR COM 07725L102 120,406 983,230 SH   SOLE   795,647 0 187,583
BIOGEN INC. COM 09062X103 3,320,016 14,260,012 SH   SOLE   1,499,615 0 12,760,397
BIOMARIN PHARMA COM 09061G101 1,021,924 15,162,074 SH   SOLE   4,332,839 0 10,829,235
BJ'S WHOLESALE CLUB HOLDINGS COM 05550J101 2,509 97,000 SH   SOLE   20,000 0 77,000
BLACKBERRY LTD COM 09228F103 381,774 72,718,762 SH   SOLE   45,777,236 0 26,941,526
BLOOM ENERGY CORP- A COM 093712107 311 95,600 SH   SOLE   95,600 0 0
BOEING CO. COM 097023105 477,444 1,254,879 SH   SOLE   50,329 0 1,204,550
BOOT BARN HOLDINGS COM 099406100 19,859 569,014 SH   SOLE   569,014 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,817,216 44,660,025 SH   SOLE   3,655,286 0 41,004,739
BRISTOL-MYERS SQUIBB COM 110122108 1,135,685 22,395,675 SH   SOLE   6,714,204 0 15,681,471
BURLINGTON STORES COM 122017106 8,243 41,250 SH   SOLE   17,600 0 23,650
CABOT OIL & GAS CORP COM 127097103 76,761 4,368,854 SH   SOLE   1,744,850 0 2,624,004
CALAVO GROWERS COM 128246105 12,840 134,900 SH   SOLE   117,300 0 17,600
CAMECO CORP COM 13321L108 2,024 213,100 SH   SOLE   0 0 213,100
CAMPING WORLD HOLDINGS INC A COM 13462K109 3,231 363,000 SH   SOLE   85,800 0 277,200
CAPRI HOLDINGS LIMITED COM G1890L107 121,082 3,651,450 SH   SOLE   1,313,150 0 2,338,300
CARMAX INC. COM 143130102 961,674 10,928,113 SH   SOLE   5,405,216 0 5,522,897
CARNIVAL CORP COM 143658300 963,966 22,053,682 SH   SOLE   7,279,394 0 14,774,288
CATERPILLAR INC DEL COM 149123101 1,172,306 9,281,183 SH   SOLE   2,042,888 0 7,238,295
CBOE GLOBAL MARKETS COM 12503M108 95,237 828,800 SH   SOLE   564,600 0 264,200
CBS CORPORATION COM 124857202 14,331 355,000 SH   SOLE   200,000 0 155,000
CELANESE CORP COM 150870103 1,339 10,950 SH   SOLE   0 0 10,950
CERNER CORP COM 156782104 1,322 19,400 SH   SOLE   0 0 19,400
CERUS CORP COM 157085101 58,251 11,300,000 SH   SOLE   11,300,000 0 0
CHARLES RIVER LAB COM 159864107 50,777 383,600 SH   SOLE   17,000 0 366,600
CHARTER COMMUNICATIONS COM 16119P108 66,640 161,700 SH   SOLE   0 0 161,700
CHEGG INC COM 163092109 183,593 6,129,990 SH   SOLE   5,862,300 0 267,690
CIRCOR CORP COM 17273K109 6,759 180,000 SH   SOLE   180,000 0 0
CISCO SYSTEMS INC COM 17275R102 927,541 18,772,336 SH   SOLE   4,759,404 0 14,012,932
CITIGROUP INC. COM 172967424 404,521 5,855,841 SH   SOLE   3,021,540 0 2,834,301
COLFAX COM 194014106 16,088 553,600 SH   SOLE   412,100 0 141,500
COMCAST CORP CABLE COM 20030N101 77,037 1,708,900 SH   SOLE   300,000 0 1,408,900
COMERICA COM 200340107 2,877 43,600 SH   SOLE   0 0 43,600
COMSCORE COM 20564W105 15,791 8,267,457 SH   SOLE   7,225,460 0 1,041,997
CONSTELLATION BRANDS INC.-A COM 21036P108 10,096 48,705 SH   SOLE   0 0 48,705
CONTROLADORA VUELA COMPANIA DE COM 21240E105 1,321 132,000 SH   SOLE   41,000 0 91,000
CORNERSTONE BUILDING BRANDS COM 21925D109 2,057 340,000 SH   SOLE   340,000 0 0
CORNING INC COM 219350105 436,729 15,313,075 SH   SOLE   1,578,251 0 13,734,824
CORTEVA INC COM 22052L104 65,636 2,344,144 SH   SOLE   497,346 0 1,846,798
CREE INC. COM 225447101 392,886 8,018,089 SH   SOLE   4,026,529 0 3,991,560
CROWDSTRIKE HOLDINGS INC A COM 22788C105 2,064 35,400 SH   SOLE   12,000 0 23,400
CSX CORP. COM 126408103 50,858 734,200 SH   SOLE   0 0 734,200
CURTISS WRIGHT COM 231561101 171,959 1,329,200 SH   SOLE   828,000 0 501,200
CVS HEALTH CORP COM 126650100 378,827 6,006,460 SH   SOLE   1,554,130 0 4,452,330
DEERE & CO COM 244199105 140,274 831,600 SH   SOLE   320,200 0 511,400
DELL TECHNOLOGIES COM 24703L202 30,181 581,964 SH   SOLE   187,483 0 394,481
DELTA AIR LINES DEL COM 247361702 1,622,903 28,175,405 SH   SOLE   8,789,205 0 19,386,200
DESCARTES SYS GRP INC COM 249906108 284,335 7,053,721 SH   SOLE   2,900,900 0 4,152,821
DEXTERA SURGICAL INC COM 252ESC108 0 576,840 SH   SOLE   507,040 0 69,800
DIEBOLD NIXDORF COM 253651103 3,304 295,000 SH   SOLE   295,000 0 0
DIGIMARC COM 25381B101 13,877 355,000 SH   SOLE   355,000 0 0
DISCOVER FIN SVCS COM 254709108 1,041,718 12,846,446 SH   SOLE   5,853,570 0 6,992,876
DISNEY WALT CO. COM 254687106 451,861 3,467,320 SH   SOLE   198,290 0 3,269,030
DOW INC. COM 260557103 118,010 2,476,604 SH   SOLE   485,193 0 1,991,411
DUPONT DE NEMOURS INC COM 26614N102 162,828 2,283,384 SH   SOLE   483,404 0 1,799,980
DXC TECHNOLOGIES CO COM 23355L106 70,568 2,392,122 SH   SOLE   352,862 0 2,039,260
E TRADE FINANCIAL COM 269246401 593,801 13,591,225 SH   SOLE   8,412,896 0 5,178,329
EBAY INC. COM 278642103 231,982 5,951,300 SH   SOLE   2,841,800 0 3,109,500
EDWARDS LIFE COM 28176E108 117,652 535,000 SH   SOLE   0 0 535,000
ELANCO ANIMAL HEALTH INC COM 28414H103 809,543 30,445,382 SH   SOLE   7,009,597 0 23,435,785
ELECTRONIC ARTS INC. COM 285512109 96,316 984,625 SH   SOLE   389,250 0 595,375
ENTEGRIS INC COM 29362U104 218,003 4,632,441 SH   SOLE   240,938 0 4,391,503
ENTERCOM COMMS CORP COM 293639100 2,170 649,822 SH   SOLE   600,000 0 49,822
EOG RESOURCES INC. COM 26875P101 160,979 2,168,942 SH   SOLE   124,462 0 2,044,480
EPIZYME COM 29428V104 118,358 11,474,327 SH   SOLE   10,756,627 0 717,700
ERICSSON COM 294821608 1,055,405 132,256,222 SH   SOLE   33,718,496 0 98,537,726
EXACT SCIENCES CORP COM 30063p105 135,600 1,500,500 SH   SOLE   1,329,900 0 170,600
FACEBOOK INC. COM 30303M102 22,865 128,400 SH   SOLE   0 0 128,400
FARO TECHNOLOGIES INC. COM 311642102 55,045 1,138,478 SH   SOLE   953,834 0 184,644
FEDEX CORP COM 31428X106 2,148,461 14,758,954 SH   SOLE   1,513,476 0 13,245,478
FIVE BELOW COM 33829M101 1,665 13,200 SH   SOLE   6,300 0 6,900
FLEX LTD COM Y2573F102 804,628 76,887,539 SH   SOLE   40,928,766 0 35,958,773
FLUIDIGM CORP. COM 34385P108 30,063 6,493,143 SH   SOLE   4,666,832 0 1,826,311
FORESCOUT TECHNOLOGIES INC COM 34553D101 27,972 737,650 SH   SOLE   729,250 0 8,400
FORMFACTOR INC COM 346375108 83,536 4,480,359 SH   SOLE   1,634,018 0 2,846,341
GENERAL DYNAMICS CORP COM 369550108 162,990 891,970 SH   SOLE   317,580 0 574,390
GILBRALTAR INDUSTRIES COM 374689107 11,935 259,800 SH   SOLE   206,300 0 53,500
GILDAN ACTIVEWEAR COM 375916103 42,476 1,196,500 SH   SOLE   596,500 0 600,000
GLAUKOS COM 377322102 17,647 282,300 SH   SOLE   210,700 0 71,600
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 24,007 562,500 SH   SOLE   3,400 0 559,100
GREIF CL B COM 397624206 1,503 33,000 SH   SOLE   0 0 33,000
HABIT BURGER COM 40449J103 2,849 326,000 SH   SOLE   96,000 0 230,000
HAWAIIAN HOLDINGS INC. COM 419879101 25,031 953,200 SH   SOLE   781,200 0 172,000
HESS CORPORATION COM 42809H107 493,484 8,159,455 SH   SOLE   1,634,491 0 6,524,964
HEWLETT PACKARD ENTERPRISE COM 42824C109 1,282,822 84,563,061 SH   SOLE   27,092,983 0 57,470,078
HILTON WORLDWIDE HOLDINGS COM 43300A203 60,453 649,265 SH   SOLE   105,000 0 544,265
HONEYWELL INTL. INC. COM 438516106 312,195 1,845,125 SH   SOLE   48,330 0 1,796,795
HP INC. COM 40434L105 883,603 46,702,056 SH   SOLE   10,761,673 0 35,940,383
HUBSPOT INC COM 443573100 69,142 456,050 SH   SOLE   441,750 0 14,300
IDEX CORP COM 45167R104 95,755 584,300 SH   SOLE   212,450 0 371,850
ILLUMINA INC COM 452327109 290,890 956,183 SH   SOLE   334,065 0 622,118
IMAX CORP. COM 45245E109 123,877 5,643,600 SH   SOLE   5,345,500 0 298,100
IMMUNOGEN COM 45253H101 8,939 3,693,800 SH   SOLE   2,725,000 0 968,800
INGEVITY CORP COM 45688C107 2,265 26,700 SH   SOLE   9,800 0 16,900
INSULET CORP. COM 45784P101 723,183 4,384,790 SH   SOLE   4,126,395 0 258,395
INTEL CORP COM 458140100 1,228,891 23,848,064 SH   SOLE   5,303,120 0 18,544,944
INTUIT INC COM 461202103 679,195 2,553,941 SH   SOLE   263,191 0 2,290,750
IROBOT CORP COM 462726100 245,921 3,987,700 SH   SOLE   3,924,800 0 62,900
JABIL INC COM 466313103 138,916 3,883,600 SH   SOLE   2,156,900 0 1,726,700
JACOBS ENGR GROUP DEL COM 469814107 716,543 7,831,072 SH   SOLE   3,955,813 0 3,875,259
JET BLUE AIRWAYS COM 477143101 377,396 22,531,075 SH   SOLE   13,319,422 0 9,211,653
JPMORGAN CHASE & CO. COM 46625H100 2,700,964 22,949,815 SH   SOLE   6,087,599 0 16,862,216
KEYSIGHT TECHNOLOGIES COM 49338L103 288,363 2,965,170 SH   SOLE   1,574,100 0 1,391,070
KLA CORP COM 482480100 1,644,790 10,315,395 SH   SOLE   2,511,664 0 7,803,731
KROGER CO COM 501044101 8,146 316,000 SH   SOLE   0 0 316,000
L BRANDS INC. COM 501797104 363,966 18,579,171 SH   SOLE   4,442,405 0 14,136,766
LAS VEGAS SANDS CORP. COM 517834107 48,051 831,900 SH   SOLE   100,000 0 731,900
LILLY ELI & CO COM 532457108 4,789,862 42,831,636 SH   SOLE   9,071,530 0 33,760,106
LINDE PLC EUR COM G5494J103 173,476 895,500 SH   SOLE   0 0 895,500
LIONS GATE ENT CL-A COM 535919401 17,207 1,860,186 SH   SOLE   1,792,886 0 67,300
LIONS GATE ENT CL-B COM 535919500 24,596 2,814,200 SH   SOLE   2,746,300 0 67,900
LIVANOVA PLC COM G5509L101 37,851 512,960 SH   SOLE   435,360 0 77,600
LOWES COS INC COM 548661107 4,156 37,800 SH   SOLE   0 0 37,800
LYFT INC-A COM 55087P104 33,432 818,600 SH   SOLE   209,500 0 609,100
MACOM TECHNOLOGY SOLUTIONS H COM 55405Y100 3,560 165,600 SH   SOLE   145,000 0 20,600
MARKETAXESS HLDGS INC. COM 57060D108 225,720 689,220 SH   SOLE   660,820 0 28,400
MARRIOTT INTERNATIONAL COM 571903202 129,431 1,040,696 SH   SOLE   113,846 0 926,850
MARRONE BIO INNOVATIONS COM 57165B106 3,314 2,350,600 SH   SOLE   2,080,000 0 270,600
MARSH & MCLENNAN COS. COM 571748102 851,178 8,507,525 SH   SOLE   1,284,964 0 7,222,561
MASTERCARD INC CL A COM 57636Q104 22,126 81,474 SH   SOLE   16,774 0 64,700
MATERIALISE NV - ADR COM 57667T100 16,381 886,400 SH   SOLE   668,500 0 217,900
MATSON INC. COM 57686G105 10,488 279,600 SH   SOLE   164,400 0 115,200
MATTEL INC COM 577081102 586,954 51,532,359 SH   SOLE   16,337,144 0 35,195,215
MAXAR TECHNOLOGIES INC COM 57778K105 2,181 287,000 SH   SOLE   180,000 0 107,000
MAXLINEAR INC COM 57776J100 107,677 4,811,322 SH   SOLE   3,953,200 0 858,122
MCDONALDS CORP. COM 580135101 30,188 140,600 SH   SOLE   10,000 0 130,600
MEDTRONIC PLC COM G5960L103 567,102 5,220,975 SH   SOLE   439,690 0 4,781,285
MERCK & COMPANY COM 58933Y105 286,557 3,404,100 SH   SOLE   1,492,900 0 1,911,200
MERCURY GENERAL CORP COM 589400100 15,434 276,200 SH   SOLE   276,200 0 0
MEREO BIOPHARMA GROUP PL-ADR COM 589492107 1,982 683,356 SH   SOLE   483,487 0 199,869
MGM RESORTS INTL COM 552953101 148,180 5,345,600 SH   SOLE   2,960,900 0 2,384,700
MICRO FOCUS INTL PLC ADR COM 594837403 111,886 7,907,125 SH   SOLE   3,496,531 0 4,410,594
MICRON TECHNOLOGY INC COM 595112103 2,426,112 56,618,706 SH   SOLE   14,734,921 0 41,883,785
MICROSOFT CORP. COM 594918104 4,473,268 32,174,838 SH   SOLE   4,411,086 0 27,763,752
MOMENTA PHARMACEUTICALS COM 60877T100 35,632 2,749,400 SH   SOLE   2,378,083 0 371,317
MYOKARDIA INC. COM 62857M105 15,760 302,200 SH   SOLE   292,000 0 10,200
NATIONAL OILWELL VARCO COM 637071101 4,326 204,066 SH   SOLE   39,000 0 165,066
NEKTAR THERAPEUTICS COM 640268108 348,329 19,123,222 SH   SOLE   17,690,534 0 1,432,688
NETAPP INC. COM 64110D104 1,724,483 32,841,038 SH   SOLE   10,029,167 0 22,811,871
NETFLIX COM 64110L106 1,472 5,500 SH   SOLE   5,500 0 0
NEWELL BRANDS INC COM 651229106 104,174 5,564,860 SH   SOLE   2,235,800 0 3,329,060
NLIGHT COM 65487K100 10,420 665,400 SH   SOLE   539,900 0 125,500
NMI HOLDINGS INC. COM 629209305 59,858 2,279,449 SH   SOLE   2,279,449 0 0
NN INC COM 629337106 45,030 6,315,500 SH   SOLE   4,801,000 0 1,514,500
NOBLE ENERGY INC. COM 655044105 69,079 3,075,647 SH   SOLE   575,247 0 2,500,400
NOKIA CORP SPONSORED ADR COM 654902204 105,648 20,879,000 SH   SOLE   9,792,200 0 11,086,800
NORFOLK SOUTHERN COM 655844108 40,423 225,000 SH   SOLE   225,000 0 0
NORTHERN TRUST CORP COM 665859104 443,281 4,750,122 SH   SOLE   1,732,485 0 3,017,637
NORWEGIAN CRUISE LINES COM G66721104 275,885 5,329,050 SH   SOLE   3,438,975 0 1,890,075
NOVARTIS AG ADR COM 66987V109 2,219,400 25,539,700 SH   SOLE   4,390,115 0 21,149,585
NUANCE COMMUNICATIONS COM 67020Y100 142,451 8,733,943 SH   SOLE   4,932,679 0 3,801,264
NUTANIX INC - A COM 67059N108 8,341 317,750 SH   SOLE   163,000 0 154,750
NUVASIVE INC. COM 670704105 49,443 780,100 SH   SOLE   686,400 0 93,700
NVENT ELECTRIC PLC COM G6700G107 20,367 924,100 SH   SOLE   400 0 923,700
NVIDIA CORP. COM 67066G104 629,790 3,618,030 SH   SOLE   770,890 0 2,847,140
OLD DOMINION FREIGHT LINES COM 679580100 30,136 177,300 SH   SOLE   25,000 0 152,300
OMTHERA PHARM (NON-TRADABLE) R COM 682CVR014 0 5,451,400 SH   SOLE   3,786,300 0 1,665,100
ONCOMED (NON-TRADABLE) OMTHERA COM 682CVR022 0 5,451,400 SH   SOLE   3,786,300 0 1,665,100
ONESPAWORLD-HOLDINGS LTD COM P73684113 18,636 1,200,000 SH   SOLE   1,045,000 0 155,000
ORACLE CORP. COM 68389X105 479,483 8,713,117 SH   SOLE   1,244,725 0 7,468,392
ORASURE TECHNOLOGIES COM 68554V108 12,609 1,687,900 SH   SOLE   1,579,300 0 108,600
OSI SYSTEMS COM 671044105 23,978 236,100 SH   SOLE   215,800 0 20,300
OWENS CORNING COM 690742101 3,217 50,900 SH   SOLE   0 0 50,900
PALO ALTO NETWORKS INC. COM 697435105 52,009 255,160 SH   SOLE   106,470 0 148,690
PAYPAL HOLDINGS INC COM 70450Y103 295,769 2,855,190 SH   SOLE   723,850 0 2,131,340
PENTAIR PLC COM G7S00T104 51,121 1,352,400 SH   SOLE   132,700 0 1,219,700
PENUMBRA COM 70975L107 7,521 55,920 SH   SOLE   19,500 0 36,420
PERFORMANCE FOOD GRP COM 71377A103 511 11,100 SH   SOLE   0 0 11,100
PERKIN ELMER COM 714046109 219,826 2,581,030 SH   SOLE   1,421,650 0 1,159,380
PERSPECTA INC. COM 715347100 22,652 867,246 SH   SOLE   155,700 0 711,546
PFENEX INC COM 717071104 28,109 3,330,400 SH   SOLE   3,090,800 0 239,600
PHILIP MORRIS INTL INC COM 718172109 15,949 210,050 SH   SOLE   150,000 0 60,050
PINTEREST INC- CLASS A COM 72352L106 16,870 637,800 SH   SOLE   208,800 0 429,000
PIONEER NATURAL RES CO COM 723787107 740,118 5,884,696 SH   SOLE   1,496,300 0 4,388,396
PIVOTAL SOFTWARE INC - CL A COM 72582H107 7,627 511,200 SH   SOLE   436,900 0 74,300
PLANTRONICS INC NEW COM 727493108 166,527 4,462,150 SH   SOLE   0 0 4,462,150
PLURALSIGHT INC - A COM 72941B106 5,646 336,200 SH   SOLE   270,300 0 65,900
PRESTIGE BRANDS HOLDINGS COM 74112D101 1,474 42,500 SH   SOLE   0 0 42,500
PROGRESSIVE CORP. COM 743315103 207,558 2,686,830 SH   SOLE   557,330 0 2,129,500
PROS HOLDINGS INC. COM 74346Y103 191,650 3,215,600 SH   SOLE   3,092,100 0 123,500
PUBLIC SVC ENTERPRISE GRP COM 744573106 22,677 365,279 SH   SOLE   365,279 0 0
QIAGEN N.V. COM N72482123 493,873 14,979,463 SH   SOLE   6,923,546 0 8,055,917
QUALCOMM INCORP. COM 747525103 1,857,978 24,357,340 SH   SOLE   6,681,507 0 17,675,833
RAMBUS INC DEL COM COM 750917106 12,286 936,045 SH   SOLE   155,189 0 780,856
RAYMOND JAMES FINANCIAL, INC. COM 754730109 189,885 2,302,750 SH   SOLE   925,850 0 1,376,900
RESIDEO TECHNOLOGIES, INC. COM 76118Y104 459 31,978 SH   SOLE   11,540 0 20,438
RESTAURANT BRANDS INTL COM 76131D103 76,291 1,072,400 SH   SOLE   323,200 0 749,200
RHYTHM PHARMACEUTICALS INC COM 76243J105 5,332 246,977 SH   SOLE   201,200 0 45,777
ROCKWELL AUTOMATION COM 773903109 50,809 308,305 SH   SOLE   41,695 0 266,610
ROSS STORES INC COM 778296103 1,251,611 11,393,819 SH   SOLE   1,819,872 0 9,573,947
ROYAL CARIBBEAN COM V7780T103 1,026,027 9,471,311 SH   SOLE   3,833,956 0 5,637,355
RYANAIR COM 783513203 35,088 528,600 SH   SOLE   15,800 0 512,800
SALESFORCE.COM COM 79466L302 119,963 808,160 SH   SOLE   0 0 808,160
SANOFI COM 80105N105 88,226 1,904,300 SH   SOLE   334,000 0 1,570,300
SCHLUMBERGER LTD COM 806857108 40,483 1,184,756 SH   SOLE   100,000 0 1,084,756
SCHWAB CHARLES CORP COM 808513105 1,263,287 30,200,499 SH   SOLE   5,577,760 0 24,622,739
SEATTLE GENETICS COM 812578102 1,129,837 13,229,940 SH   SOLE   9,613,465 0 3,616,475
SERVICESOURCE COM 81763U100 11,144 12,664,133 SH   SOLE   8,932,000 0 3,732,133
SONY CORP ADR NEW COM 835699307 2,371,328 40,103,628 SH   SOLE   16,124,922 0 23,978,706
SOUTHWEST AIRLS CO COM 844741108 3,893,537 72,089,180 SH   SOLE   14,145,709 0 57,943,471
SOUTHWESTERN ENERGY CO COM 845467109 26,003 13,473,250 SH   SOLE   6,502,900 0 6,970,350
SPECTRUM PHARMACEUTICALS COM 84763A108 91,044 10,975,800 SH   SOLE   10,404,200 0 571,600
SPIRIT AEROSYSTEMS COM 848574109 13,504 164,200 SH   SOLE   0 0 164,200
SPIRIT AIRLINES COM 848577102 22,243 612,765 SH   SOLE   441,400 0 171,365
SPLUNK COM 848637104 770,639 6,538,600 SH   SOLE   4,260,800 0 2,277,800
SPRINT CORP. COM 85207U105 196,023 31,770,300 SH   SOLE   22,961,500 0 8,808,800
STRATASYS LTD COM M85548101 157,874 7,410,200 SH   SOLE   7,095,700 0 314,500
STRYKER CORP. COM 863667101 48,776 225,500 SH   SOLE   0 0 225,500
T-MOBILE US INC. COM 872590104 35,596 451,900 SH   SOLE   17,200 0 434,700
TECHNIPFMC PLC COM G87110105 4,748 196,700 SH   SOLE   0 0 196,700
TEMPUR SEALY COM 88023U101 2,532 32,800 SH   SOLE   0 0 32,800
TERADYNE COM 880770102 116,463 2,011,107 SH   SOLE   1,041,292 0 969,815
TESLA INC. COM 88160R101 371,588 1,542,690 SH   SOLE   428,040 0 1,114,650
TEXAS INSTRS. INC. COM 882508104 4,124,620 31,914,422 SH   SOLE   4,564,093 0 27,350,329
TEXTRON INC. COM 883203101 306,717 6,264,635 SH   SOLE   912,575 0 5,352,060
THE CME GROUP COM 12572Q105 421,569 1,994,743 SH   SOLE   764,521 0 1,230,222
THE RUBICON PROJECT COM 78112V102 5,442 624,808 SH   SOLE   572,608 0 52,200
THERMO FISHER SCIENTIFIC COM 883556102 1,386,680 4,760,806 SH   SOLE   889,020 0 3,871,786
TIFFANY & CO. COM 886547108 2,862 30,900 SH   SOLE   0 0 30,900
TJX COS INC NEW COM 872540109 864,218 15,504,448 SH   SOLE   937,400 0 14,567,048
TRADEWEB MARKETS INC-CLASS A COM 892672106 8,768 237,100 SH   SOLE   158,700 0 78,400
TRANSDIGM GROUP COM 893641100 192,410 369,544 SH   SOLE   8,500 0 361,044
TRANSOCEAN LTD COM H8817H100 237,579 53,149,706 SH   SOLE   23,338,141 0 29,811,565
TRIBUNE PUBLISHING CO COM 89609W107 18,624 2,170,676 SH   SOLE   2,169,451 0 1,225
TRIMBLE INC COM 896239100 335,519 8,645,157 SH   SOLE   3,037,677 0 5,607,480
TUESDAY MORNING CORP. COM 899035505 3,179 2,025,000 SH   SOLE   1,509,000 0 516,000
TYSON FOODS COM 902494103 58,024 673,600 SH   SOLE   370,000 0 303,600
ULTA BEAUTY INC. COM 90384S303 74,167 295,900 SH   SOLE   117,200 0 178,700
UNION PACIFIC CORP. COM 907818108 428,747 2,646,912 SH   SOLE   37,200 0 2,609,712
UNITED AIRLINES HOLDINGS INC COM 910047109 3,307,213 37,407,680 SH   SOLE   12,326,666 0 25,081,014
UNITED PARCEL SVC INC. COM 911312106 425,031 3,547,243 SH   SOLE   511,917 0 3,035,326
UNITED TECHNOLOGIES CORP. COM 913017109 230,891 1,691,262 SH   SOLE   204,662 0 1,486,600
UNIVERSAL DISPLAY CORP COM 91347P105 643,165 3,830,645 SH   SOLE   2,534,831 0 1,295,814
US BANCORP DEL COM 902973304 294,911 5,329,079 SH   SOLE   297,679 0 5,031,400
V F CORP COM 918204108 52,059 585,000 SH   SOLE   285,000 0 300,000
VISA INC-CLASS A SHARES COM 92826C839 565,435 3,287,219 SH   SOLE   726,880 0 2,560,339
VMWARE COM 928563402 183,350 1,221,845 SH   SOLE   607,575 0 614,270
WATERS CORP COM 941848103 62,874 281,657 SH   SOLE   85,530 0 196,127
WAVE LIFE SCIENCES LTD COM Y95308105 17,030 829,501 SH   SOLE   819,401 0 10,100
WELLS FARGO & CO. COM 949746101 2,586,247 51,273,731 SH   SOLE   11,203,570 0 40,070,161
WESTERN DIGITAL CORP COM 958102105 50,323 843,772 SH   SOLE   334,386 0 509,386
WHIRLPOOL CP COM 963320106 1,230,446 7,769,930 SH   SOLE   1,980,814 0 5,789,116
WILLSCOT CORP COM 971375126 6,777 435,000 SH   SOLE   189,600 0 245,400
XENCOR COM 98401F105 235,847 6,992,211 SH   SOLE   5,897,318 0 1,094,893
ZIMMER BIOMET HOLDINGS COM 98956P102 403,728 2,941,120 SH   SOLE   814,130 0 2,126,990
ZOOM VIDEO COMMUNICATIONS-A COM 98980L101 259 3,400 SH   SOLE   1,800 0 1,600