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 337 30,100 SH   SOLE   30,100 0 0
10X GENOMICS INC-CLASS A COM 88025U109 477 7,650 SH   SOLE   7,650 0 0
2U INC COM 90214J101 2,092 98,600 SH   SOLE   98,600 0 0
ABBOTT LABORATORIES COM 002824100 546,818 6,929,647 SH   SOLE   6,664,772 0 264,875
ABIOMED INC. COM 003654100 424,497 2,924,342 SH   SOLE   2,924,342 0 0
ACCURAY INC. COM 004397105 8,238 4,335,695 SH   SOLE   4,335,695 0 0
ACTIVISION BLIZZARD COM 00507V109 437,345 7,352,800 SH   SOLE   7,092,350 0 260,450
ADAPTIVE BIOTECHNOLOGIES COM 00650F109 4,181 150,500 SH   SOLE   150,500 0 0
ADOBE INC COM 00724F101 3,977,297 12,497,790 SH   SOLE   12,151,880 0 345,910
AECOM COM 00766T100 702,904 23,547,859 SH   SOLE   22,232,208 0 1,315,651
AGILENT TECHNOLOGIES COM 00846U101 277,166 3,869,956 SH   SOLE   3,511,346 0 358,610
ALASKA AIRGROUP INC. COM 011659109 166,852 5,860,617 SH   SOLE   5,860,617 0 0
ALBEMARLE CORP COM 012653101 303,701 5,387,630 SH   SOLE   5,139,330 0 248,300
ALCON INC COM H01301128 210,860 4,149,155 SH   SOLE   4,034,601 0 114,554
ALEXANDRIA REAL ESTATE EQUIT COM 015271109 3,879 28,300 SH   SOLE   28,300 0 0
ALIBABA GROUP HOLDING COM 01609W102 2,683,285 13,797,226 SH   SOLE   13,450,291 0 346,935
ALKERMES COM G01767105 129,780 8,999,983 SH   SOLE   8,666,201 0 333,782
ALLEGIANT TRAVEL CO COM 01748X102 6,691 81,800 SH   SOLE   81,800 0 0
ALPHABET INC CLASS A COM 02079k305 2,000,015 1,721,257 SH   SOLE   1,651,850 0 69,407
ALPHABET INC CLASS C COM 02079k107 1,797,501 1,545,825 SH   SOLE   1,497,203 0 48,622
ALTAIR ENGINEERING COM 021369103 32,537 1,227,800 SH   SOLE   1,227,800 0 0
ALTICE USA INC-A COM 02156K103 18,652 836,800 SH   SOLE   836,800 0 0
ALTRIA GROUP INC. COM 02209S103 29,506 763,024 SH   SOLE   763,024 0 0
AMAZON.COM INC COM 023135106 751,286 385,330 SH   SOLE   382,180 0 3,150
AMERICAN AIRLINES GROUP COM 02376R102 786,173 64,493,246 SH   SOLE   63,040,956 0 1,452,290
AMERICAN EXPRESS CO. COM 025816109 1,609 18,800 SH   SOLE   18,800 0 0
AMETEK INC. COM 031100100 81,486 1,131,440 SH   SOLE   1,099,540 0 31,900
AMGEN INC. COM 031162100 3,746,469 18,480,090 SH   SOLE   17,972,980 0 507,110
AMICUS THERAPEUTICS INC COM 03152W109 20,892 2,261,000 SH   SOLE   2,261,000 0 0
ANALOG DEVICES COM 032654105 393,897 4,393,720 SH   SOLE   4,275,920 0 117,800
ANGI HOMESERVICES INC- A COM 00183L102 2,887 550,000 SH   SOLE   550,000 0 0
APPLE INC COM 037833100 203,610 800,700 SH   SOLE   800,700 0 0
APPLIED MATERIALS COM 038222105 264,319 5,768,635 SH   SOLE   5,482,880 0 285,755
ARBUTUS BIOPHARMA CORP COM 03879J100 586 580,100 SH   SOLE   580,100 0 0
ARENA PHARMACEUTICALS COM 040047607 24,360 580,000 SH   SOLE   580,000 0 0
ARISTA NETWORKS COM 040413106 1,124 5,550 SH   SOLE   3,950 0 1,600
ARLO TECHNOLOGIES INC COM 04206A101 12,877 5,299,020 SH   SOLE   4,884,870 0 414,150
ARMSTRONG WORLD INDS INC COM 04247X102 6,910 87,000 SH   SOLE   87,000 0 0
ASTRAZENECA COM 046353108 2,529,601 56,641,321 SH   SOLE   54,095,181 0 2,546,140
AT HOME INC. COM 04650Y100 176 87,100 SH   SOLE   87,100 0 0
AUTODESK INC. COM 052769106 64,329 412,100 SH   SOLE   412,100 0 0
AUTOZONE INC. COM 053332102 3,067 3,625 SH   SOLE   3,625 0 0
AXCELIS TECHNOLOGIES COM 054540208 50,836 2,776,400 SH   SOLE   2,776,400 0 0
AXON ENTERPRISE INC COM 05464C101 27,742 392,000 SH   SOLE   392,000 0 0
AXOVANT GENE THERAPIES LTD COM G0750W203 180 73,825 SH   SOLE   73,825 0 0
BAIDU INC - SPON ADR COM 056752108 741,956 7,361,405 SH   SOLE   7,234,155 0 127,250
BANKAMERICA CORP NEW COM 060505104 862,217 40,613,161 SH   SOLE   39,397,506 0 1,215,655
BEIGENE LTD-ADR COM 07725L102 209,290 1,700,021 SH   SOLE   1,694,221 0 5,800
BIOGEN INC. COM 09062X103 5,051,320 15,965,989 SH   SOLE   15,590,263 0 375,726
BIOMARIN PHARMA COM 09061G101 1,504,925 17,809,767 SH   SOLE   17,042,229 0 767,538
BIONTECH SE COM 09075V102 152,548 2,612,117 SH   SOLE   2,612,117 0 0
BJ'S WHOLESALE CLUB HOLDINGS COM 05550J101 15,453 606,700 SH   SOLE   606,700 0 0
BLACKBERRY LTD COM 09228F103 276,703 66,998,362 SH   SOLE   65,458,312 0 1,540,050
BLOOM ENERGY CORP- A COM 093712107 369 70,600 SH   SOLE   70,600 0 0
BOEING CO. COM 097023105 12,811 85,900 SH   SOLE   85,900 0 0
BOOT BARN HOLDINGS COM 099406100 4,849 375,000 SH   SOLE   375,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,380,641 42,312,025 SH   SOLE   41,647,608 0 664,417
BRISTOL-MYERS SQUIBB COM 110122108 1,210,737 21,721,155 SH   SOLE   20,852,877 0 868,278
BURLINGTON STORES COM 122017106 68,304 431,050 SH   SOLE   431,050 0 0
CABOT OIL & GAS CORP COM 127097103 85,279 4,960,954 SH   SOLE   4,625,150 0 335,804
CALAVO GROWERS COM 128246105 6,398 110,900 SH   SOLE   110,900 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 41,985 9,456,100 SH   SOLE   9,456,100 0 0
CAMECO CORP COM 13321L108 1,783 233,400 SH   SOLE   233,400 0 0
CAMPING WORLD HOLDINGS INC A COM 13462K109 1,261 221,700 SH   SOLE   221,700 0 0
CAPRI HOLDINGS LIMITED COM G1890L107 39,593 3,669,400 SH   SOLE   3,410,650 0 258,750
CARMAX INC. COM 143130102 550,469 10,226,063 SH   SOLE   9,498,403 0 727,660
CARNIVAL CORP COM 143658300 246,537 18,719,627 SH   SOLE   17,697,004 0 1,022,623
CATERPILLAR INC DEL COM 149123101 904,233 7,792,426 SH   SOLE   7,584,000 0 208,426
CBOE GLOBAL MARKETS COM 12503M108 5,632 63,100 SH   SOLE   39,800 0 23,300
CELANESE CORP COM 150870103 804 10,950 SH   SOLE   0 0 10,950
CERENCE INC COM 156727109 13,632 885,192 SH   SOLE   765,483 0 119,709
CERNER CORP COM 156782104 1,222 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 52,079 11,199,800 SH   SOLE   11,199,800 0 0
CHARLES RIVER LAB COM 159864107 47,720 378,100 SH   SOLE   378,100 0 0
CHARTER COMMUNICATIONS COM 16119P108 132,071 302,700 SH   SOLE   302,700 0 0
CHEGG INC COM 163092109 119,863 3,350,000 SH   SOLE   3,350,000 0 0
CIRCOR CORP COM 17273K109 124 10,668 SH   SOLE   10,668 0 0
CISCO SYSTEMS INC COM 17275R102 428,969 10,912,465 SH   SOLE   10,169,483 0 742,982
CITIGROUP INC. COM 172967424 227,999 5,413,091 SH   SOLE   5,087,290 0 325,801
COLFAX COM 194014106 18,594 939,100 SH   SOLE   872,200 0 66,900
COMCAST CORP CABLE COM 20030N101 57,366 1,668,600 SH   SOLE   1,668,600 0 0
COMSCORE COM 20564W105 17,026 6,037,465 SH   SOLE   6,037,465 0 0
CONSTELLATION BRANDS INC.-A COM 21036P108 5,921 41,300 SH   SOLE   41,300 0 0
CONTROLADORA VUELA COMPANIA DE COM 21240E105 333 97,175 SH   SOLE   97,175 0 0
CORNERSTONE BUILDING BRANDS COM 21925D109 1,550 340,000 SH   SOLE   340,000 0 0
CORNING INC COM 219350105 286,744 13,960,275 SH   SOLE   13,570,775 0 389,500
CORTEVA INC COM 22052L104 54,581 2,322,611 SH   SOLE   2,236,128 0 86,483
CREE INC. COM 225447101 257,939 7,274,089 SH   SOLE   6,940,729 0 333,360
CROWDSTRIKE HOLDINGS INC A COM 22788C105 12,100 217,310 SH   SOLE   217,310 0 0
CSX CORP. COM 126408103 57,323 1,000,400 SH   SOLE   1,000,400 0 0
CURTISS WRIGHT COM 231561101 154,077 1,667,320 SH   SOLE   1,667,320 0 0
CVS HEALTH CORP COM 126650100 312,088 5,260,205 SH   SOLE   5,029,605 0 230,600
CYBERARK SOFTWARE LTD/ISRAEL COM M2682V108 5,698 66,600 SH   SOLE   66,600 0 0
DEERE & CO COM 244199105 81,314 588,550 SH   SOLE   588,550 0 0
DELL TECHNOLOGIES COM 24703L202 18,917 478,318 SH   SOLE   458,183 0 20,135
DELTA AIR LINES DEL COM 247361702 814,331 28,542,975 SH   SOLE   27,767,225 0 775,750
DESCARTES SYS GRP INC COM 249906108 225,387 6,553,865 SH   SOLE   6,529,165 0 24,700
DEXTERA SURGICAL INC COM 252ESC108 0 576,840 SH   SOLE   576,840 0 0
DIEBOLD NIXDORF COM 253651103 1,038 295,000 SH   SOLE   295,000 0 0
DIGIMARC COM 25381B101 4,633 355,000 SH   SOLE   355,000 0 0
DISCOVER FIN SVCS COM 254709108 424,351 11,896,589 SH   SOLE   11,613,856 0 282,733
DISNEY WALT CO. COM 254687106 428,093 4,431,600 SH   SOLE   4,390,880 0 40,720
DOW INC. COM 260557103 83,324 2,849,646 SH   SOLE   2,748,513 0 101,133
DUPONT DE NEMOURS INC COM 26614N102 76,780 2,251,625 SH   SOLE   2,179,140 0 72,485
DXC TECHNOLOGIES CO COM 23355L106 2,558 196,000 SH   SOLE   196,000 0 0
E TRADE FINANCIAL COM 269246401 409,825 11,941,285 SH   SOLE   11,555,475 0 385,810
EBAY INC. COM 278642103 88,962 2,959,470 SH   SOLE   2,959,470 0 0
EDWARDS LIFE COM 28176E108 145,898 773,500 SH   SOLE   773,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 771,017 34,435,759 SH   SOLE   33,247,331 0 1,188,428
ELECTRONIC ARTS INC. COM 285512109 95,314 951,525 SH   SOLE   918,550 0 32,975
ENTEGRIS INC COM 29362U104 188,260 4,205,041 SH   SOLE   4,150,060 0 54,981
ENTERCOM COMMS CORP COM 293639100 2,052 1,200,000 SH   SOLE   1,200,000 0 0
EOG RESOURCES INC. COM 26875P101 133,010 3,702,954 SH   SOLE   3,696,829 0 6,125
EPIZYME COM 29428V104 210,387 13,564,581 SH   SOLE   13,564,581 0 0
ERICSSON COM 294821608 1,042,820 128,902,342 SH   SOLE   124,509,042 0 4,393,300
EXACT SCIENCES CORP COM 30063p105 80,806 1,393,200 SH   SOLE   1,393,200 0 0
FACEBOOK INC. COM 30303M102 174,089 1,043,700 SH   SOLE   1,043,700 0 0
FARO TECHNOLOGIES INC. COM 311642102 8,961 201,370 SH   SOLE   201,370 0 0
FEDEX CORP COM 31428X106 1,665,129 13,731,889 SH   SOLE   13,432,791 0 299,098
FIBROGEN INC COM 31572Q808 174,533 5,022,533 SH   SOLE   4,869,543 0 152,990
FIVE BELOW COM 33829M101 929 13,200 SH   SOLE   13,200 0 0
FLEX LTD COM Y2573F102 628,722 75,071,286 SH   SOLE   71,502,838 0 3,568,448
FLUIDIGM CORP. COM 34385P108 15,692 6,178,043 SH   SOLE   6,178,043 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 13,511 427,700 SH   SOLE   427,700 0 0
FORMFACTOR INC COM 346375108 83,740 4,168,259 SH   SOLE   4,168,259 0 0
GENERAL DYNAMICS CORP COM 369550108 153,285 1,158,530 SH   SOLE   1,156,540 0 1,990
GILBRALTAR INDUSTRIES COM 374689107 16,344 380,800 SH   SOLE   380,800 0 0
GILDAN ACTIVEWEAR COM 375916103 2,658 208,340 SH   SOLE   208,340 0 0
GLAUKOS COM 377322102 10,483 339,700 SH   SOLE   339,700 0 0
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 21,192 559,300 SH   SOLE   551,400 0 7,900
GREIF CL B COM 397624206 1,322 33,000 SH   SOLE   33,000 0 0
HAWAIIAN HOLDINGS INC. COM 419879101 5,978 572,600 SH   SOLE   572,600 0 0
HESS CORPORATION COM 42809H107 310,588 9,326,955 SH   SOLE   9,101,665 0 225,290
HEWLETT PACKARD ENTERPRISE COM 42824C109 755,171 77,772,513 SH   SOLE   75,140,146 0 2,632,367
HILTON WORLDWIDE HOLDINGS COM 43300A203 36,547 535,565 SH   SOLE   535,565 0 0
HONEYWELL INTL. INC. COM 438516106 136,395 1,019,470 SH   SOLE   1,014,710 0 4,760
HP INC. COM 40434L105 635,649 36,615,726 SH   SOLE   35,291,052 0 1,324,674
HUBSPOT INC COM 443573100 51,092 383,600 SH   SOLE   383,600 0 0
IDEX CORP COM 45167R104 77,373 560,230 SH   SOLE   497,620 0 62,610
ILLUMINA INC COM 452327109 253,172 926,963 SH   SOLE   900,290 0 26,673
IMAX CORP. COM 45245E109 23,116 2,554,300 SH   SOLE   2,554,300 0 0
IMMUNOGEN COM 45253H101 3,404 998,127 SH   SOLE   998,127 0 0
INFINEON TECHNOLOGIES-ADR COM 45662N103 2,175 150,000 SH   SOLE   150,000 0 0
INGEVITY CORP COM 45688C107 708 20,100 SH   SOLE   20,100 0 0
INSULET CORP. COM 45784P101 348,833 2,105,460 SH   SOLE   2,105,460 0 0
INTEL CORP COM 458140100 1,371,999 25,351,061 SH   SOLE   24,406,704 0 944,357
INTUIT INC COM 461202103 646,907 2,812,641 SH   SOLE   2,735,791 0 76,850
IQVIA HOLDINGS INC COM 46266C105 3,814 35,359 SH   SOLE   33,655 0 1,704
IROBOT CORP COM 462726100 154,751 3,783,650 SH   SOLE   3,783,650 0 0
JABIL INC COM 466313103 92,388 3,758,650 SH   SOLE   3,445,350 0 313,300
JACOBS ENGINEERING GROUP INC COM 469814107 607,323 7,661,452 SH   SOLE   7,243,567 0 417,885
JET BLUE AIRWAYS COM 477143101 185,768 20,756,225 SH   SOLE   19,926,022 0 830,203
JPMORGAN CHASE & CO. COM 46625H100 1,750,011 19,438,085 SH   SOLE   18,678,916 0 759,169
KEYSIGHT TECHNOLOGIES COM 49338L103 211,540 2,527,965 SH   SOLE   2,365,615 0 162,350
KLA CORP COM 482480100 1,485,919 10,337,544 SH   SOLE   10,147,454 0 190,090
KROGER CO COM 501044101 2,919 96,900 SH   SOLE   96,900 0 0
L BRANDS INC. COM 501797104 180,203 15,588,500 SH   SOLE   14,931,415 0 657,085
L3HARRIS TECHNOLOGIES INC COM 502431109 57,891 321,400 SH   SOLE   321,400 0 0
LAS VEGAS SANDS CORP. COM 517834107 33,029 777,700 SH   SOLE   777,700 0 0
LILLY ELI & CO COM 532457108 5,817,265 41,935,302 SH   SOLE   40,702,771 0 1,232,531
LINDE PLC EUR COM G5494J103 48,064 277,824 SH   SOLE   277,824 0 0
LIONS GATE ENT CL-A COM 535919401 4,256 700,000 SH   SOLE   700,000 0 0
LIONS GATE ENT CL-B COM 535919500 5,022 900,000 SH   SOLE   900,000 0 0
LIVANOVA PLC COM G5509L101 110,312 2,437,830 SH   SOLE   2,437,830 0 0
LOWES COS INC COM 548661107 2,934 34,100 SH   SOLE   34,100 0 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 7,892 145,000 SH   SOLE   145,000 0 0
LYFT INC-A COM 55087P104 74,952 2,791,510 SH   SOLE   2,671,410 0 120,100
MACOM TECHNOLOGY SOLUTIONS H COM 55405Y100 3,108 164,200 SH   SOLE   164,200 0 0
MADISON SQUARE GARDEN CO- A COM 55825T103 1,353 6,398 SH   SOLE   6,398 0 0
MARKETAXESS HLDGS INC. COM 57060D108 199,582 600,120 SH   SOLE   600,120 0 0
MARRIOTT INTERNATIONAL COM 571903202 80,211 1,072,196 SH   SOLE   1,064,646 0 7,550
MARRONE BIO INNOVATIONS COM 57165B106 1,839 2,250,600 SH   SOLE   2,250,600 0 0
MARSH & MCLENNAN COS. COM 571748102 692,174 8,005,710 SH   SOLE   7,642,076 0 363,634
MASONITE INTERNATIONAL CORP COM 575385109 8,399 177,000 SH   SOLE   177,000 0 0
MASTERCARD INC CL A COM 57636Q104 72,341 299,474 SH   SOLE   288,774 0 10,700
MATERIALISE NV - ADR COM 57667T100 16,362 881,100 SH   SOLE   881,100 0 0
MATSON INC. COM 57686G105 18,326 598,492 SH   SOLE   598,492 0 0
MATTEL INC COM 577081102 449,341 51,003,559 SH   SOLE   49,623,963 0 1,379,596
MAXAR TECHNOLOGIES INC COM 57778K105 3,258 305,100 SH   SOLE   305,100 0 0
MAXLINEAR INC COM 57776J100 55,530 4,758,382 SH   SOLE   4,384,360 0 374,022
MCDONALDS CORP. COM 580135101 25,133 152,000 SH   SOLE   152,000 0 0
MEDTRONIC PLC COM G5960L103 239,768 2,658,770 SH   SOLE   2,624,575 0 34,195
MERCK & COMPANY COM 58933Y105 238,753 3,103,100 SH   SOLE   3,103,100 0 0
MEREO BIOPHARMA GROUP PL-ADR COM 589492107 560 543,375 SH   SOLE   543,375 0 0
MGM RESORTS INTL COM 552953101 45,981 3,896,700 SH   SOLE   3,896,700 0 0
MICRO FOCUS INTL PLC ADR COM 594837403 7,669 1,512,721 SH   SOLE   1,442,253 0 70,468
MICRON TECHNOLOGY INC COM 595112103 2,248,839 53,467,409 SH   SOLE   52,398,798 0 1,068,611
MICROSOFT CORP. COM 594918104 4,054,752 25,710,178 SH   SOLE   24,823,333 0 886,845
MOMENTA PHARMACEUTICALS COM 60877T100 10,610 390,080 SH   SOLE   390,080 0 0
MYOKARDIA INC. COM 62857M105 8,715 185,900 SH   SOLE   185,900 0 0
NATIONAL OILWELL VARCO COM 637071101 506 51,466 SH   SOLE   38,300 0 13,166
NEKTAR THERAPEUTICS COM 640268108 365,620 20,482,919 SH   SOLE   20,390,362 0 92,557
NETAPP INC. COM 64110D104 1,280,685 30,719,238 SH   SOLE   29,684,808 0 1,034,430
NETFLIX COM 64110L106 2,065 5,500 SH   SOLE   5,500 0 0
NEWELL BRANDS INC COM 651229106 70,365 5,298,600 SH   SOLE   4,775,500 0 523,100
NLIGHT COM 65487K100 8,007 763,271 SH   SOLE   763,271 0 0
NMI HOLDINGS INC. COM 629209305 33,065 2,847,949 SH   SOLE   2,847,949 0 0
NN INC COM 629337106 10,752 6,215,300 SH   SOLE   5,878,700 0 336,600
NOBLE ENERGY INC. COM 655044105 20,721 3,430,647 SH   SOLE   3,306,347 0 124,300
NOKIA CORP SPONSORED ADR COM 654902204 88,653 28,597,842 SH   SOLE   23,225,342 0 5,372,500
NORFOLK SOUTHERN COM 655844108 29,536 202,300 SH   SOLE   202,300 0 0
NORTHERN TRUST CORP COM 665859104 344,863 4,570,137 SH   SOLE   4,463,037 0 107,100
NORWEGIAN CRUISE LINES COM G66721104 47,768 4,358,400 SH   SOLE   4,296,600 0 61,800
NOVARTIS AG ADR COM 66987V109 1,981,137 24,028,340 SH   SOLE   23,389,670 0 638,670
NUANCE COMMUNICATIONS COM 67020Y100 129,159 7,697,183 SH   SOLE   6,654,879 0 1,042,304
NUTANIX INC - A COM 67059N108 40,599 2,569,550 SH   SOLE   2,569,550 0 0
NUVASIVE INC. COM 670704105 34,596 682,900 SH   SOLE   682,900 0 0
NVENT ELECTRIC PLC COM G6700G107 15,379 911,600 SH   SOLE   911,600 0 0
NVIDIA CORP. COM 67066G104 746,781 2,833,010 SH   SOLE   2,791,380 0 41,630
OKTA INC COM 679295105 422 3,450 SH   SOLE   3,450 0 0
OLD DOMINION FREIGHT LINES COM 679580100 39,634 301,950 SH   SOLE   301,950 0 0
OMTHERA PHARM (NON-TRADABLE) R COM 682CVR014 0 5,451,400 SH   SOLE   5,451,400 0 0
ONCOMED (NON-TRADABLE) OMTHERA COM 682CVR022 0 5,451,400 SH   SOLE   5,451,400 0 0
ONESPAWORLD-HOLDINGS LTD COM P73684113 1,421 350,000 SH   SOLE   350,000 0 0
ORACLE CORP. COM 68389X105 481,682 9,966,529 SH   SOLE   9,778,104 0 188,425
ORASURE TECHNOLOGIES COM 68554V108 17,790 1,653,300 SH   SOLE   1,653,300 0 0
OSI SYSTEMS COM 671044105 16,658 241,700 SH   SOLE   241,400 0 300
PALO ALTO NETWORKS INC. COM 697435105 44,551 271,719 SH   SOLE   267,649 0 4,070
PAYPAL HOLDINGS INC COM 70450Y103 236,470 2,469,920 SH   SOLE   2,383,580 0 86,340
PENTAIR PLC COM G7S00T104 23,984 805,910 SH   SOLE   805,910 0 0
PENUMBRA COM 70975L107 8,844 54,820 SH   SOLE   51,100 0 3,720
PERKIN ELMER COM 714046109 180,830 2,402,095 SH   SOLE   2,201,325 0 200,770
PERSPECTA INC. COM 715347100 22,140 1,213,821 SH   SOLE   1,167,611 0 46,210
PFENEX INC COM 717071104 28,787 3,263,800 SH   SOLE   3,263,800 0 0
PHILIP MORRIS INTL INC COM 718172109 14,278 195,700 SH   SOLE   195,700 0 0
PINTEREST INC- CLASS A COM 72352L106 47,946 3,105,300 SH   SOLE   3,105,300 0 0
PIONEER NATURAL RES CO COM 723787107 395,428 5,636,896 SH   SOLE   5,399,996 0 236,900
PLANTRONICS INC NEW COM 727493108 59,921 5,956,350 SH   SOLE   5,956,350 0 0
PLURALSIGHT INC - A COM 72941B106 2,166 197,300 SH   SOLE   197,300 0 0
PRESTIGE BRANDS HOLDINGS COM 74112D101 1,519 41,400 SH   SOLE   41,400 0 0
PROGRESSIVE CORP. COM 743315103 183,811 2,489,310 SH   SOLE   2,489,310 0 0
PROS HOLDINGS INC. COM 74346Y103 59,497 1,917,400 SH   SOLE   1,917,400 0 0
QIAGEN N.V. COM N72482123 596,135 14,330,163 SH   SOLE   13,806,705 0 523,458
QUALCOMM INCORP. COM 747525103 1,584,148 23,416,828 SH   SOLE   22,882,182 0 534,646
RAMBUS INC DEL COM COM 750917106 9,967 897,945 SH   SOLE   675,686 0 222,259
RAPID7 INC COM 753422104 5,232 120,755 SH   SOLE   120,755 0 0
RAYMOND JAMES FINANCIAL, INC. COM 754730109 277,470 4,390,345 SH   SOLE   4,299,270 0 91,075
RESIDEO TECHNOLOGIES, INC. COM 76118Y104 144 29,670 SH   SOLE   18,506 0 11,164
RESTAURANT BRANDS INTL COM 76131D103 47,095 1,176,500 SH   SOLE   1,176,500 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 53,918 3,542,591 SH   SOLE   3,542,591 0 0
RINGCENTRAL INC-CLASS A COM 76680R206 763 3,600 SH   SOLE   3,600 0 0
ROCKWELL AUTOMATION COM 773903109 45,739 303,085 SH   SOLE   293,365 0 9,720
ROSS STORES INC COM 778296103 972,882 11,186,409 SH   SOLE   10,814,962 0 371,447
ROYAL CARIBBEAN COM V7780T103 237,586 7,385,335 SH   SOLE   7,270,713 0 114,622
RYANAIR COM 783513203 27,129 511,000 SH   SOLE   511,000 0 0
SALESFORCE.COM COM 79466L302 7,199 50,000 SH   SOLE   50,000 0 0
SANOFI COM 80105N105 81,343 1,860,540 SH   SOLE   1,835,600 0 24,940
SCHLUMBERGER LTD COM 806857108 1,709 126,700 SH   SOLE   126,700 0 0
SCHWAB CHARLES CORP COM 808513105 977,672 29,080,059 SH   SOLE   28,260,460 0 819,599
SCIENCE APPLICATIONS INTERNATI COM 808625107 11,187 149,900 SH   SOLE   149,900 0 0
SEATTLE GENETICS COM 812578102 862,693 7,476,972 SH   SOLE   7,398,817 0 78,155
SERVICESOURCE COM 81763U100 7,777 8,868,233 SH   SOLE   8,868,233 0 0
SONY CORP ADR NEW COM 835699307 2,076,042 35,080,125 SH   SOLE   33,722,325 0 1,357,800
SOUTHWEST AIRLS CO COM 844741108 2,417,770 67,895,808 SH   SOLE   65,691,680 0 2,204,128
SOUTHWESTERN ENERGY CO COM 845467109 20,871 12,349,425 SH   SOLE   11,633,600 0 715,825
SPECTRUM PHARMACEUTICALS COM 84763A108 1,072 460,000 SH   SOLE   460,000 0 0
SPIRIT AIRLINES COM 848577102 8,030 622,965 SH   SOLE   622,965 0 0
SPLUNK COM 848637104 710,335 5,627,310 SH   SOLE   5,627,310 0 0
SPRINT CORP. COM 85207U105 215,347 24,982,300 SH   SOLE   24,642,600 0 339,700
STRATASYS LTD COM M85548101 106,020 6,647,031 SH   SOLE   6,647,031 0 0
STRYKER CORP. COM 863667101 78,900 473,900 SH   SOLE   473,900 0 0
T-MOBILE US INC. COM 872590104 37,503 447,000 SH   SOLE   447,000 0 0
TECHNIPFMC PLC COM G87110105 4,562 676,800 SH   SOLE   676,800 0 0
TERADYNE COM 880770102 108,967 2,011,582 SH   SOLE   1,837,367 0 174,215
TESLA INC. COM 88160R101 809,915 1,545,640 SH   SOLE   1,505,890 0 39,750
TEXAS INSTRS. INC. COM 882508104 2,826,502 28,284,818 SH   SOLE   27,356,835 0 927,983
TEXTRON INC. COM 883203101 177,779 6,665,870 SH   SOLE   6,568,390 0 97,480
THE CME GROUP COM 12572Q105 124,189 718,230 SH   SOLE   718,230 0 0
THE RUBICON PROJECT COM 78112V102 1,665 300,000 SH   SOLE   300,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 1,374,142 4,845,351 SH   SOLE   4,694,081 0 151,270
TJX COS INC NEW COM 872540109 733,733 15,346,848 SH   SOLE   15,050,300 0 296,548
TRADEWEB MARKETS INC-CLASS A COM 892672106 29,436 700,180 SH   SOLE   673,380 0 26,800
TRANSDIGM GROUP COM 893641100 207,769 648,894 SH   SOLE   648,894 0 0
TRANSOCEAN LTD COM H8817H100 59,977 51,704,706 SH   SOLE   49,281,810 0 2,422,896
TRIBUNE PUBLISHING CO COM 89609W107 4,721 582,075 SH   SOLE   580,850 0 1,225
TRIMBLE INC COM 896239100 252,049 7,918,585 SH   SOLE   7,282,945 0 635,640
TUESDAY MORNING CORP. COM 899035505 1,127 1,956,500 SH   SOLE   1,956,500 0 0
TYSON FOODS COM 902494103 38,773 670,000 SH   SOLE   670,000 0 0
ULTA BEAUTY INC. COM 90384S303 11,860 67,500 SH   SOLE   67,500 0 0
UNION PACIFIC CORP. COM 907818108 432,910 3,069,412 SH   SOLE   3,059,700 0 9,712
UNITED AIRLINES HOLDINGS INC COM 910047109 1,084,143 34,362,700 SH   SOLE   33,678,292 0 684,408
UNITED PARCEL SVC INC. COM 911312106 312,755 3,347,843 SH   SOLE   3,226,537 0 121,306
UNITED TECHNOLOGIES CORP. COM 913017109 297,858 3,157,612 SH   SOLE   3,133,612 0 24,000
UNIVERSAL DISPLAY CORP COM 91347P105 371,749 2,820,985 SH   SOLE   2,766,385 0 54,600
US BANCORP DEL COM 902973304 184,358 5,351,479 SH   SOLE   5,165,029 0 186,450
V F CORP COM 918204108 27,851 515,000 SH   SOLE   515,000 0 0
VISA INC-CLASS A SHARES COM 92826C839 582,484 3,615,219 SH   SOLE   3,263,880 0 351,339
VMWARE COM 928563402 125,883 1,039,495 SH   SOLE   954,625 0 84,870
WAVE LIFE SCIENCES LTD COM Y95308105 11,577 1,235,588 SH   SOLE   1,235,588 0 0
WELLS FARGO & CO. COM 949746101 1,360,902 47,418,186 SH   SOLE   45,997,332 0 1,420,854
WESTERN DIGITAL CORP COM 958102105 20,275 487,137 SH   SOLE   457,147 0 29,990
WHIRLPOOL CP COM 963320106 622,851 7,259,340 SH   SOLE   6,989,620 0 269,720
WILLSCOT CORP COM 971375126 4,719 465,800 SH   SOLE   465,800 0 0
XENCOR COM 98401F105 170,327 5,700,372 SH   SOLE   5,700,372 0 0
ZIMMER BIOMET HOLDINGS COM 98956P102 345,900 3,422,040 SH   SOLE   3,234,100 0 187,940
ZOOM VIDEO COMMUNICATIONS-A COM 98980L101 3,025 20,700 SH   SOLE   20,700 0 0