The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
EXACT SCIENCES CORP | COM | 30063P105 | 24,090 | 277,084 | SH | SOLE | 252,618 | 0 | 24,466 | ||
AMAZON COM INC | COM | 023135106 | 34,251 | 12,415 | SH | SOLE | 12,415 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 8,181 | 68,539 | SH | SOLE | 68,539 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 26,519 | 135,032 | SH | SOLE | 122,537 | 0 | 12,495 | ||
SVB FINANCIAL GROUP | COM | 78486Q101 | 42,057 | 195,133 | SH | SOLE | 180,842 | 0 | 14,291 | ||
VICOR CORP | COM | 925815102 | 1,199 | 16,666 | SH | SOLE | 16,666 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 5,234 | 101,594 | SH | SOLE | 101,594 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 10,477 | 123,972 | SH | SOLE | 118,822 | 0 | 5,150 | ||
SALESFORCE COM INC | COM | 79466L302 | 10,008 | 53,422 | SH | SOLE | 53,422 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 7,543 | 39,977 | SH | SOLE | 39,977 | 0 | 0 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 11,313 | 370,688 | SH | SOLE | 355,837 | 0 | 14,851 | ||
LHC GROUP INC | COM | 50187A107 | 18,380 | 105,437 | SH | SOLE | 101,394 | 0 | 4,043 | ||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 25,441 | 896,129 | SH | SOLE | 861,761 | 0 | 34,368 | ||
OKTA INC | CL A | 679295105 | 22,034 | 110,043 | SH | SOLE | 100,840 | 0 | 9,203 | ||
TYLER TECHNOLOGIES INC | COM | 902252105 | 9,301 | 26,813 | SH | SOLE | 22,464 | 0 | 4,349 | ||
TRANSUNION | COM | 89400J107 | 35,792 | 411,217 | SH | SOLE | 374,291 | 0 | 36,926 | ||
EVERBRIDGE INC | COM | 29978A104 | 18,955 | 136,999 | SH | SOLE | 131,523 | 0 | 5,476 | ||
ADDUS HOMECARE CORP | COM | 006739106 | 7,375 | 79,682 | SH | SOLE | 77,383 | 0 | 2,299 | ||
TIMKEN CO | COM | 887389104 | 9,533 | 209,556 | SH | SOLE | 178,152 | 0 | 31,404 | ||
VROOM INC | COM | 92918V109 | 575 | 11,027 | SH | SOLE | 11,027 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,878 | 27,253 | SH | SOLE | 27,253 | 0 | 0 | ||
FIVE9 INC | COM | 338307101 | 17,546 | 158,540 | SH | SOLE | 151,913 | 0 | 6,627 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 6,346 | 204,191 | SH | SOLE | 204,191 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 37,552 | 92,707 | SH | SOLE | 82,814 | 0 | 9,893 | ||
CREE INC | COM | 225447101 | 17,092 | 288,763 | SH | SOLE | 260,227 | 0 | 28,536 | ||
INSULET CORP | COM | 45784P101 | 45,775 | 235,639 | SH | SOLE | 214,603 | 0 | 21,036 | ||
SNAP INC | CL A | 83304A106 | 34,393 | 1,464,141 | SH | SOLE | 1,319,283 | 0 | 144,858 | ||
REDFIN CORP | COM | 75737F108 | 1,794 | 42,813 | SH | SOLE | 42,813 | 0 | 0 | ||
DOCUSIGN INC | COM | 256163106 | 9,262 | 53,781 | SH | SOLE | 45,078 | 0 | 8,703 | ||
CITIZENS FINANCIAL GROUP INC | COM | 174610105 | 5,520 | 218,719 | SH | SOLE | 218,719 | 0 | 0 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 18,367 | 132,347 | SH | SOLE | 127,410 | 0 | 4,937 | ||
INSPIRE MED SYS INC | COM | 457730109 | 46,796 | 537,757 | SH | SOLE | 489,846 | 0 | 47,911 | ||
CARDLYTICS INC | COM | 14161W105 | 1,015 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
NORDSON CORP | COM | 655663102 | 13,517 | 71,251 | SH | SOLE | 68,226 | 0 | 3,025 | ||
NLIGHT INC | COM | 65487K100 | 1,264 | 56,805 | SH | SOLE | 56,805 | 0 | 0 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 65,373 | 660,868 | SH | SOLE | 614,119 | 0 | 46,749 | ||
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 24,140 | 239,530 | SH | SOLE | 206,004 | 0 | 33,526 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 15,220 | 207,105 | SH | SOLE | 199,587 | 0 | 7,518 | ||
WINGSTOP INC | COM | 974155103 | 556 | 3,998 | SH | SOLE | 3,998 | 0 | 0 | ||
MASONITE INTL CORP NEW | COM | 575385109 | 24,585 | 316,087 | SH | SOLE | 303,520 | 0 | 12,567 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 12,691 | 42,919 | SH | SOLE | 42,919 | 0 | 0 | ||
BOSTON BEER INC | CL A | 100557107 | 9,808 | 18,276 | SH | SOLE | 17,538 | 0 | 738 | ||
HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 60,112 | 1,081,536 | SH | SOLE | 991,246 | 0 | 90,290 | ||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 7,548 | 257,163 | SH | SOLE | 248,189 | 0 | 8,974 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 17,452 | 81,934 | SH | SOLE | 74,590 | 0 | 7,344 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 5,955 | 51,386 | SH | SOLE | 49,577 | 0 | 1,809 | ||
PAPA JOHNS INTL INC | COM | 698813102 | 14,773 | 186,031 | SH | SOLE | 178,883 | 0 | 7,148 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 13,184 | 36,385 | SH | SOLE | 36,385 | 0 | 0 | ||
SEATTLE GENETICS INC | COM | 812578102 | 7,419 | 43,662 | SH | SOLE | 36,590 | 0 | 7,072 | ||
CHEWY INC | CL A | 16679L109 | 4,759 | 106,485 | SH | SOLE | 102,043 | 0 | 4,442 | ||
NATERA INC | COM | 632307104 | 29,112 | 583,869 | SH | SOLE | 561,620 | 0 | 22,249 | ||
TWILIO INC | CL A | 90138F102 | 7,896 | 35,986 | SH | SOLE | 30,163 | 0 | 5,823 | ||
DEXCOM INC | COM | 252131107 | 36,473 | 89,968 | SH | SOLE | 80,371 | 0 | 9,597 | ||
NIKE INC | CL B | 654106103 | 10,708 | 109,211 | SH | SOLE | 109,211 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 16,291 | 11,488 | SH | SOLE | 11,488 | 0 | 0 | ||
HAMILTON LANE INC | CL A | 407497106 | 16,156 | 239,812 | SH | SOLE | 230,401 | 0 | 9,411 | ||
IMMUNOMEDICS INC | COM | 452907108 | 8,402 | 237,089 | SH | SOLE | 228,425 | 0 | 8,664 | ||
SPLUNK INC | COM | 848637104 | 7,823 | 39,369 | SH | SOLE | 33,003 | 0 | 6,366 | ||
AMEDISYS INC | COM | 023436108 | 7,001 | 35,263 | SH | SOLE | 33,897 | 0 | 1,366 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 47,562 | 1,879,567 | SH | SOLE | 1,738,210 | 0 | 141,357 | ||
BRUNSWICK CORP | COM | 117043109 | 13,215 | 206,456 | SH | SOLE | 173,032 | 0 | 33,424 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 9,066 | 22,303 | SH | SOLE | 21,397 | 0 | 906 | ||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 4,654 | 29,831 | SH | SOLE | 28,755 | 0 | 1,076 | ||
TOPBUILD CORP | COM | 89055F103 | 19,456 | 171,013 | SH | SOLE | 164,359 | 0 | 6,654 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 23,394 | 308,225 | SH | SOLE | 275,683 | 0 | 32,542 | ||
GENERAC HLDGS INC | COM | 368736104 | 8,385 | 68,772 | SH | SOLE | 66,098 | 0 | 2,674 | ||
BIO RAD LABS INC | CL A | 090572207 | 18,746 | 41,521 | SH | SOLE | 36,065 | 0 | 5,456 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 11,575 | 66,437 | SH | SOLE | 66,437 | 0 | 0 | ||
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 19,829 | 409,102 | SH | SOLE | 369,046 | 0 | 40,056 | ||
MONGODB INC | CL A | 60937P106 | 13,692 | 60,493 | SH | SOLE | 53,689 | 0 | 6,804 | ||
CUMMINS INC | COM | 231021106 | 7,361 | 42,486 | SH | SOLE | 35,611 | 0 | 6,875 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 8,503 | 47,777 | SH | SOLE | 40,040 | 0 | 7,737 | ||
KALA PHARMACEUTICALS INC | COM | 483119103 | 670 | 63,773 | SH | SOLE | 63,773 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 9,309 | 77,855 | SH | SOLE | 77,855 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 8,204 | 11,544 | SH | SOLE | 9,680 | 0 | 1,864 | ||
ENPHASE ENERGY INC | COM | 29355A107 | 18,489 | 388,666 | SH | SOLE | 350,220 | 0 | 38,446 | ||
REPLIGEN CORP | COM | 759916109 | 5,337 | 43,177 | SH | SOLE | 41,577 | 0 | 1,600 | ||
ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | 6,693 | 154,959 | SH | SOLE | 149,120 | 0 | 5,839 | ||
VISTEON CORP | COM NEW | 92839U206 | 39,742 | 580,171 | SH | SOLE | 533,312 | 0 | 46,859 | ||
ONEMAIN HLDGS INC | COM | 68268W103 | 1,012 | 41,228 | SH | SOLE | 41,228 | 0 | 0 | ||
KNIGHT SWIFT TRANSN HLDGS IN | CL A | 499049104 | 29,084 | 697,291 | SH | SOLE | 640,150 | 0 | 57,141 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 8,188 | 104,445 | SH | SOLE | 89,419 | 0 | 15,026 | ||
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 22,908 | 21,768 | SH | SOLE | 19,773 | 0 | 1,995 | ||
AXON ENTERPRISE INC | COM | 05464C101 | 6,546 | 66,707 | SH | SOLE | 64,226 | 0 | 2,481 | ||
MKS INSTRS INC | COM | 55306N104 | 18,393 | 162,429 | SH | SOLE | 143,784 | 0 | 18,645 | ||
ALLY FINL INC | COM | 02005N100 | 11,490 | 579,445 | SH | SOLE | 555,074 | 0 | 24,371 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 7,020 | 52,350 | SH | SOLE | 52,350 | 0 | 0 | ||
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 36,718 | 502,229 | SH | SOLE | 460,675 | 0 | 41,554 | ||
WYNN RESORTS LTD | COM | 983134107 | 4,067 | 54,604 | SH | SOLE | 54,604 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 11,231 | 213,480 | SH | SOLE | 179,005 | 0 | 34,475 | ||
FLOOR & DECOR HLDGS INC | CL A | 339750101 | 41,115 | 713,191 | SH | SOLE | 665,811 | 0 | 47,380 | ||
BURLINGTON STORES INC | COM | 122017106 | 20,514 | 104,168 | SH | SOLE | 94,661 | 0 | 9,507 | ||
FOX FACTORY HLDG CORP | COM | 35138V102 | 52,224 | 632,176 | SH | SOLE | 582,419 | 0 | 49,757 | ||
M D C HLDGS INC | COM | 552676108 | 2,103 | 58,900 | SH | SOLE | 58,900 | 0 | 0 | ||
ZYNGA INC | CL A | 98986T108 | 7,895 | 827,533 | SH | SOLE | 792,523 | 0 | 35,010 | ||
YETI HLDGS INC | COM | 98585X104 | 29,878 | 699,227 | SH | SOLE | 672,577 | 0 | 26,650 | ||
LAM RESEARCH CORP | COM | 512807108 | 17,551 | 54,261 | SH | SOLE | 50,050 | 0 | 4,211 | ||
KB HOME | COM | 48666K109 | 13,006 | 423,936 | SH | SOLE | 406,000 | 0 | 17,936 | ||
TELEFLEX INCORPORATED | COM | 879369106 | 13,670 | 37,558 | SH | SOLE | 31,493 | 0 | 6,065 | ||
MYOKARDIA INC | COM | 62857M105 | 5,863 | 60,685 | SH | SOLE | 58,387 | 0 | 2,298 | ||
PENUMBRA INC | COM | 70975L107 | 19,251 | 107,654 | SH | SOLE | 98,818 | 0 | 8,836 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 9,373 | 15,029 | SH | SOLE | 15,029 | 0 | 0 | ||
ADOBE INC | COM | 00724F101 | 5,635 | 12,944 | SH | SOLE | 12,944 | 0 | 0 | ||
HELEN OF TROY CORP LTD | COM | G4388N106 | 981 | 5,201 | SH | SOLE | 5,201 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 19,137 | 182,365 | SH | SOLE | 161,500 | 0 | 20,865 | ||
MASCO CORP | COM | 574599106 | 11,736 | 233,735 | SH | SOLE | 195,827 | 0 | 37,908 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 5,186 | 75,044 | SH | SOLE | 75,044 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 10,472 | 99,438 | SH | SOLE | 83,336 | 0 | 16,102 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 8,543 | 74,826 | SH | SOLE | 72,143 | 0 | 2,683 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 7,519 | 65,934 | SH | SOLE | 65,934 | 0 | 0 | ||
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 7,698 | 71,886 | SH | SOLE | 71,886 | 0 | 0 | ||
CHEGG INC | COM | 163092109 | 7,112 | 105,739 | SH | SOLE | 101,626 | 0 | 4,113 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 42,559 | 424,362 | SH | SOLE | 391,501 | 0 | 32,861 | ||
TJX COS INC NEW | COM | 872540109 | 7,371 | 145,779 | SH | SOLE | 145,779 | 0 | 0 | ||
E L F BEAUTY INC | COM | 26856L103 | 12,051 | 631,956 | SH | SOLE | 611,002 | 0 | 20,954 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 26,404 | 772,494 | SH | SOLE | 719,877 | 0 | 52,617 | ||
CROCS INC | COM | 227046109 | 24,736 | 671,813 | SH | SOLE | 597,314 | 0 | 74,499 | ||
MERCADOLIBRE INC | COM | 58733R102 | 20,657 | 20,955 | SH | SOLE | 17,562 | 0 | 3,393 | ||
JOHNSON & JOHNSON | COM | 478160104 | 4,622 | 32,863 | SH | SOLE | 32,863 | 0 | 0 | ||
LITTELFUSE INC | COM | 537008104 | 18,539 | 108,651 | SH | SOLE | 104,675 | 0 | 3,976 | ||
NVIDIA CORPORATION | COM | 67066G104 | 15,075 | 39,681 | SH | SOLE | 39,681 | 0 | 0 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 12,239 | 356,301 | SH | SOLE | 342,939 | 0 | 13,362 | ||
RINGCENTRAL INC | CL A | 76680R206 | 72,292 | 253,648 | SH | SOLE | 234,751 | 0 | 18,897 | ||
SYNOPSYS INC | COM | 871607107 | 18,695 | 95,871 | SH | SOLE | 80,330 | 0 | 15,541 | ||
APPLE INC | COM | 037833100 | 40,766 | 111,748 | SH | SOLE | 111,748 | 0 | 0 | ||
JELD-WEN HLDG INC | COM | 47580P103 | 1,021 | 63,352 | SH | SOLE | 63,352 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 50,666 | 248,963 | SH | SOLE | 248,963 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 27,996 | 504,885 | SH | SOLE | 487,882 | 0 | 17,003 | ||
PING IDENTITY HLDG CORP | COM | 72341T103 | 1,928 | 60,081 | SH | SOLE | 60,081 | 0 | 0 | ||
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 19,538 | 557,273 | SH | SOLE | 467,021 | 0 | 90,252 | ||
Q2 HLDGS INC | COM | 74736L109 | 20,620 | 240,356 | SH | SOLE | 231,093 | 0 | 9,263 | ||
FACEBOOK INC | CL A | 30303M102 | 18,975 | 83,565 | SH | SOLE | 83,565 | 0 | 0 | ||
PLUG POWER INC | COM NEW | 72919P202 | 302 | 36,758 | SH | SOLE | 36,758 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | 13,260 | 51,808 | SH | SOLE | 45,802 | 0 | 6,006 | ||
MAXLINEAR INC | COM | 57776J100 | 1,634 | 76,128 | SH | SOLE | 76,128 | 0 | 0 | ||
AZEK CO INC | CL A | 05478C105 | 625 | 19,629 | SH | SOLE | 19,629 | 0 | 0 | ||
TREX CO INC | COM | 89531P105 | 20,366 | 156,580 | SH | SOLE | 150,507 | 0 | 6,073 | ||
ALLEGIANT TRAVEL CO | COM | 01748X102 | 983 | 9,005 | SH | SOLE | 9,005 | 0 | 0 | ||
KANSAS CITY SOUTHERN | COM NEW | 485170302 | 37,449 | 250,847 | SH | SOLE | 231,477 | 0 | 19,370 | ||
OWENS CORNING NEW | COM | 690742101 | 515 | 9,234 | SH | SOLE | 9,234 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 25,691 | 82,339 | SH | SOLE | 74,150 | 0 | 8,189 | ||
SI BONE INC | COM | 825704109 | 420 | 26,371 | SH | SOLE | 26,371 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 16,375 | 84,768 | SH | SOLE | 84,768 | 0 | 0 | ||
CRYOPORT INC | COM PAR $0.001 | 229050307 | 9,021 | 298,208 | SH | SOLE | 287,414 | 0 | 10,794 | ||
SEA LTD | SPONSORED ADS | 81141R100 | 16,136 | 150,462 | SH | SOLE | 126,143 | 0 | 24,319 | ||
ZENDESK INC | COM | 98936J101 | 39,837 | 449,985 | SH | SOLE | 407,935 | 0 | 42,050 | ||
INPHI CORP | COM | 45772F107 | 27,550 | 234,468 | SH | SOLE | 224,977 | 0 | 9,491 | ||
ABBOTT LABS | COM | 002824100 | 11,533 | 126,142 | SH | SOLE | 126,142 | 0 | 0 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 9,309 | 271,315 | SH | SOLE | 261,815 | 0 | 9,500 | ||
TRADEWEB MKTS INC | CL A | 892672106 | 19,501 | 335,421 | SH | SOLE | 300,586 | 0 | 34,835 |