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
10X GENOMICS INC-CLASS A COM 88025U109 683 7,650 SH   SOLE   7,650 0 0
2U INC COM 90214J101 3,743 98,600 SH   SOLE   98,600 0 0
ABBOTT LABORATORIES COM 002824100 610,275 6,674,782 SH   SOLE   6,416,047 0 258,735
ABIOMED INC. COM 003654100 638,398 2,642,812 SH   SOLE   2,642,812 0 0
ACCURAY INC. COM 004397105 7,713 3,799,481 SH   SOLE   3,799,481 0 0
ACTIVISION BLIZZARD COM 00507V109 547,224 7,209,800 SH   SOLE   6,959,050 0 250,750
ADAPTIVE BIOTECHNOLOGIES COM 00650F109 7,281 150,500 SH   SOLE   150,500 0 0
ADOBE INC COM 00724F101 4,789,406 11,002,288 SH   SOLE   10,677,328 0 324,960
AECOM COM 00766T100 853,572 22,713,471 SH   SOLE   21,498,958 0 1,214,513
AGILENT TECHNOLOGIES COM 00846U101 309,755 3,505,206 SH   SOLE   3,160,016 0 345,190
ALASKA AIRGROUP INC. COM 011659109 199,091 5,490,657 SH   SOLE   5,490,657 0 0
ALBEMARLE CORP COM 012653101 400,965 5,193,180 SH   SOLE   4,947,780 0 245,400
ALCON INC COM H01301128 234,035 4,082,955 SH   SOLE   3,982,921 0 100,034
ALEXANDRIA REAL ESTATE EQUIT COM 015271109 4,884 30,100 SH   SOLE   30,100 0 0
ALIBABA GROUP HOLDING COM 01609W102 2,849,812 13,211,926 SH   SOLE   12,888,001 0 323,925
ALKERMES COM G01767105 161,411 8,318,020 SH   SOLE   8,030,330 0 287,690
ALLEGIANT TRAVEL CO COM 01748X102 4,259 39,000 SH   SOLE   39,000 0 0
ALPHABET INC CLASS A COM 02079k305 2,319,743 1,635,868 SH   SOLE   1,568,891 0 66,977
ALPHABET INC CLASS C COM 02079k107 2,001,422 1,415,823 SH   SOLE   1,369,056 0 46,767
ALTAIR ENGINEERING COM 021369103 44,504 1,119,600 SH   SOLE   1,119,600 0 0
ALTICE USA INC-A COM 02156K103 18,861 836,800 SH   SOLE   836,800 0 0
ALTRIA GROUP INC. COM 02209S103 27,570 702,424 SH   SOLE   702,424 0 0
AMAZON.COM INC COM 023135106 1,083,251 392,650 SH   SOLE   389,550 0 3,100
AMERICAN AIRLINES GROUP COM 02376R102 677,972 51,872,366 SH   SOLE   50,822,326 0 1,050,040
AMERICAN EXPRESS CO. COM 025816109 1,790 18,800 SH   SOLE   18,800 0 0
AMERICAN HOMES 4 RENT- A COM 02665T306 635 23,600 SH   SOLE   23,600 0 0
AMETEK INC. COM 031100100 101,215 1,132,540 SH   SOLE   1,100,640 0 31,900
AMGEN INC. COM 031162100 4,236,737 17,962,930 SH   SOLE   17,468,440 0 494,490
AMICUS THERAPEUTICS INC COM 03152W109 32,120 2,130,000 SH   SOLE   2,130,000 0 0
ANALOG DEVICES COM 032654105 534,092 4,354,960 SH   SOLE   4,238,590 0 116,370
ANGI HOMESERVICES INC- A COM 00183L102 6,682 550,000 SH   SOLE   550,000 0 0
APPLE INC COM 037833100 286,332 784,900 SH   SOLE   784,900 0 0
APPLIED MATERIALS COM 038222105 325,864 5,390,635 SH   SOLE   5,113,180 0 277,455
ARBUTUS BIOPHARMA CORP COM 03879J100 910 500,000 SH   SOLE   500,000 0 0
ARENA PHARMACEUTICALS COM 040047607 34,910 554,570 SH   SOLE   554,570 0 0
ARISTA NETWORKS COM 040413106 662 3,150 SH   SOLE   1,550 0 1,600
ARLO TECHNOLOGIES INC COM 04206A101 13,847 5,367,040 SH   SOLE   4,949,690 0 417,350
ARMSTRONG WORLD INDS INC COM 04247X102 6,783 87,000 SH   SOLE   87,000 0 0
ASML HOLDING NV COM N07059210 460,033 1,249,987 SH   SOLE   1,194,428 0 55,559
ASTRAZENECA COM 046353108 2,838,169 53,661,737 SH   SOLE   51,270,642 0 2,391,095
AT HOME INC. COM 04650Y100 728 112,100 SH   SOLE   112,100 0 0
AUTODESK INC. COM 052769106 98,570 412,100 SH   SOLE   412,100 0 0
AUTOZONE INC. COM 053332102 4,089 3,625 SH   SOLE   3,625 0 0
AXCELIS TECHNOLOGIES COM 054540208 75,602 2,714,600 SH   SOLE   2,714,600 0 0
AXON ENTERPRISE INC COM 05464C101 33,462 341,000 SH   SOLE   341,000 0 0
AXOVANT GENE THERAPIES LTD COM G0750W203 155 55,125 SH   SOLE   55,125 0 0
BAIDU INC - SPON ADR COM 056752108 969,635 8,087,705 SH   SOLE   7,887,955 0 199,750
BANKAMERICA CORP NEW COM 060505104 951,892 40,079,661 SH   SOLE   38,846,506 0 1,233,155
BEIGENE LTD-ADR COM 07725L102 330,868 1,756,197 SH   SOLE   1,744,397 0 11,800
BIOGEN INC. COM 09062X103 4,182,323 15,631,932 SH   SOLE   15,262,908 0 369,024
BIOMARIN PHARMA COM 09061G101 2,205,809 17,883,971 SH   SOLE   17,143,088 0 740,883
BIONTECH SE COM 09075V102 185,056 2,772,792 SH   SOLE   2,737,692 0 35,100
BJ'S WHOLESALE CLUB HOLDINGS COM 05550J101 22,612 606,700 SH   SOLE   606,700 0 0
BLACKBERRY LTD COM 09228F103 310,511 63,499,262 SH   SOLE   62,185,312 0 1,313,950
BLOOM ENERGY CORP- A COM 093712107 768 70,600 SH   SOLE   70,600 0 0
BOEING CO. COM 097023105 15,535 84,750 SH   SOLE   84,750 0 0
BOOT BARN HOLDINGS COM 099406100 2,523 117,000 SH   SOLE   117,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,463,452 41,681,905 SH   SOLE   40,989,358 0 692,547
BRISTOL-MYERS SQUIBB COM 110122108 1,212,679 20,623,795 SH   SOLE   19,770,437 0 853,358
BURLINGTON STORES COM 122017106 85,674 435,050 SH   SOLE   435,050 0 0
CABOT OIL & GAS CORP COM 127097103 84,463 4,916,354 SH   SOLE   4,583,950 0 332,404
CALAVO GROWERS COM 128246105 7,606 120,900 SH   SOLE   120,900 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 53,158 10,067,800 SH   SOLE   10,067,800 0 0
CAMECO CORP COM 13321L108 2,648 258,300 SH   SOLE   258,300 0 0
CAPRI HOLDINGS LIMITED COM G1890L107 55,977 3,581,400 SH   SOLE   3,365,950 0 215,450
CARMAX INC. COM 143130102 844,812 9,433,973 SH   SOLE   8,745,503 0 688,470
CARNIVAL CORP COM 143658300 262,973 16,015,427 SH   SOLE   15,386,004 0 629,423
CARRIER GLOBAL CORP COM 14448C104 105,626 4,753,662 SH   SOLE   4,654,762 0 98,900
CATERPILLAR INC DEL COM 149123101 791,159 6,254,225 SH   SOLE   6,085,779 0 168,446
CBOE GLOBAL MARKETS COM 12503M108 5,774 61,900 SH   SOLE   39,600 0 22,300
CELANESE CORP COM 150870103 945 10,950 SH   SOLE   0 0 10,950
CERENCE INC COM 156727109 35,874 878,405 SH   SOLE   760,943 0 117,462
CERNER CORP COM 156782104 1,330 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 73,854 11,190,000 SH   SOLE   11,190,000 0 0
CHARLES RIVER LAB COM 159864107 65,660 376,600 SH   SOLE   376,600 0 0
CHARTER COMMUNICATIONS COM 16119P108 154,083 302,100 SH   SOLE   302,100 0 0
CHEGG INC COM 163092109 211,869 3,150,000 SH   SOLE   3,150,000 0 0
CIENA CORP COM 171779309 232 4,285 SH   SOLE   600 0 3,685
CISCO SYSTEMS INC COM 17275R102 490,068 10,507,465 SH   SOLE   9,779,283 0 728,182
CITIGROUP INC. COM 172967424 263,257 5,151,791 SH   SOLE   4,839,190 0 312,601
COLFAX COM 194014106 20,646 740,000 SH   SOLE   688,800 0 51,200
COMCAST CORP-CLASS A COM 20030N101 37,298 956,842 SH   SOLE   956,842 0 0
COMSCORE COM 20564W105 17,754 5,727,167 SH   SOLE   5,727,167 0 0
CONSTELLATION BRANDS INC.-A COM 21036P108 7,225 41,300 SH   SOLE   41,300 0 0
CONTROLADORA VUELA COMPANIA DE COM 21240E105 380 72,000 SH   SOLE   72,000 0 0
CORNERSTONE BUILDING BRANDS COM 21925D109 2,060 340,000 SH   SOLE   340,000 0 0
CORNING INC COM 219350105 349,776 13,504,875 SH   SOLE   13,130,075 0 374,800
CORTEVA INC COM 22052L104 61,920 2,311,302 SH   SOLE   2,227,025 0 84,277
CREE INC. COM 225447101 385,088 6,505,961 SH   SOLE   6,204,701 0 301,260
CROWDSTRIKE HOLDINGS INC A COM 22788C105 22,379 223,140 SH   SOLE   223,140 0 0
CSX CORP. COM 126408103 84,692 1,214,400 SH   SOLE   1,214,400 0 0
CURTISS WRIGHT COM 231561101 151,024 1,691,580 SH   SOLE   1,674,080 0 17,500
CVS HEALTH CORP COM 126650100 333,682 5,135,945 SH   SOLE   4,911,975 0 223,970
CYBERARK SOFTWARE LTD/ISRAEL COM M2682V108 6,616 66,650 SH   SOLE   66,650 0 0
DARDEN RESTAURANTS COM 237194105 7,713 101,800 SH   SOLE   101,800 0 0
DEERE & CO COM 244199105 89,907 572,110 SH   SOLE   572,110 0 0
DELL TECHNOLOGIES COM 24703L202 26,210 477,073 SH   SOLE   457,013 0 20,060
DELTA AIR LINES DEL COM 247361702 666,374 23,756,665 SH   SOLE   23,007,765 0 748,900
DESCARTES SYS GRP INC COM 249906108 298,539 5,643,465 SH   SOLE   5,620,765 0 22,700
DIEBOLD NIXDORF COM 253651103 1,788 295,000 SH   SOLE   295,000 0 0
DIGIMARC COM 25381B101 5,676 355,000 SH   SOLE   355,000 0 0
DISCOVER FIN SVCS COM 254709108 339,736 6,782,511 SH   SOLE   6,592,878 0 189,633
DISNEY WALT CO. COM 254687106 445,429 3,994,517 SH   SOLE   3,953,867 0 40,650
DOLLAR TREE INC COM 256746108 12,743 137,500 SH   SOLE   129,000 0 8,500
DOW INC. COM 260557103 116,110 2,848,616 SH   SOLE   2,749,493 0 99,123
DUPONT DE NEMOURS INC COM 26614N102 122,811 2,311,528 SH   SOLE   2,234,728 0 76,800
DXC TECHNOLOGIES CO COM 23355L106 2,985 180,900 SH   SOLE   180,900 0 0
E TRADE FINANCIAL COM 269246401 574,884 11,560,105 SH   SOLE   11,193,335 0 366,770
EBAY INC. COM 278642103 153,212 2,921,100 SH   SOLE   2,921,100 0 0
EDWARDS LIFE COM 28176E108 160,370 2,320,500 SH   SOLE   2,320,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 734,153 34,226,255 SH   SOLE   33,109,678 0 1,116,577
ELECTRONIC ARTS INC. COM 285512109 122,995 931,425 SH   SOLE   899,250 0 32,175
ENTEGRIS INC COM 29362U104 245,621 4,159,541 SH   SOLE   4,104,560 0 54,981
ENTERCOM COMMS CORP COM 293639100 1,656 1,200,000 SH   SOLE   1,200,000 0 0
EOG RESOURCES INC. COM 26875P101 184,633 3,644,554 SH   SOLE   3,638,429 0 6,125
EPIZYME COM 29428V104 241,797 15,055,837 SH   SOLE   15,055,837 0 0
EPR PROPERTIES COM 26884U109 921 27,789 SH   SOLE   27,789 0 0
ERICSSON COM 294821608 1,170,005 125,806,972 SH   SOLE   121,640,572 0 4,166,400
EXACT SCIENCES CORP COM 30063p105 113,552 1,306,100 SH   SOLE   1,306,100 0 0
FACEBOOK INC. COM 30303M102 244,850 1,078,300 SH   SOLE   1,078,300 0 0
FARO TECHNOLOGIES INC. COM 311642102 5,237 97,700 SH   SOLE   97,700 0 0
FEDEX CORP COM 31428X106 1,904,614 13,583,039 SH   SOLE   13,288,541 0 294,498
FIBROGEN INC COM 31572Q808 222,181 5,481,883 SH   SOLE   5,289,803 0 192,080
FIVE BELOW COM 33829M101 1,251 11,700 SH   SOLE   11,700 0 0
FLEX LTD COM Y2573F102 742,473 72,436,363 SH   SOLE   69,063,775 0 3,372,588
FLUIDIGM CORP. COM 34385P108 24,074 6,003,443 SH   SOLE   6,003,443 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 8,007 377,700 SH   SOLE   377,700 0 0
FORMFACTOR INC COM 346375108 120,876 4,121,249 SH   SOLE   4,121,249 0 0
GAN LTD COM G3728V109 6,205 243,800 SH   SOLE   243,800 0 0
GENERAL DYNAMICS CORP COM 369550108 181,833 1,216,600 SH   SOLE   1,211,640 0 4,960
GILBRALTAR INDUSTRIES COM 374689107 18,465 384,600 SH   SOLE   384,600 0 0
GILDAN ACTIVEWEAR COM 375916103 2,065 133,340 SH   SOLE   133,340 0 0
GLAUKOS COM 377322102 15,431 401,630 SH   SOLE   401,630 0 0
GLAXOSMITHKLINE PLC (ADR) COM 37733W105 22,814 559,300 SH   SOLE   551,400 0 7,900
GREIF CL B COM 397624206 1,380 33,000 SH   SOLE   33,000 0 0
HAWAIIAN HOLDINGS INC. COM 419879101 5,338 380,200 SH   SOLE   380,200 0 0
HEALTH CATALYST INC COM 42225T107 1,310 44,909 SH   SOLE   44,909 0 0
HESS CORPORATION COM 42809H107 439,225 8,477,605 SH   SOLE   8,252,475 0 225,130
HEWLETT PACKARD ENTERPRISE COM 42824C109 713,224 73,301,533 SH   SOLE   70,783,386 0 2,518,147
HILTON WORLDWIDE HOLDINGS COM 43300A203 39,337 535,565 SH   SOLE   535,565 0 0
HONEYWELL INTL. INC. COM 438516106 36,239 250,630 SH   SOLE   245,910 0 4,720
HP INC. COM 40434L105 599,898 34,417,536 SH   SOLE   33,155,182 0 1,262,354
HUBSPOT INC COM 443573100 81,865 364,900 SH   SOLE   364,900 0 0
IDEX CORP COM 45167R104 87,161 551,510 SH   SOLE   490,990 0 60,520
ILLUMINA INC COM 452327109 322,833 871,698 SH   SOLE   845,975 0 25,723
IMAX CORP. COM 45245E109 28,509 2,543,200 SH   SOLE   2,543,200 0 0
IMMUNOGEN COM 45253H101 4,338 943,127 SH   SOLE   943,127 0 0
INFINEON TECHNOLOGIES-ADR COM 45662N103 1,763 75,000 SH   SOLE   75,000 0 0
INGEVITY CORP COM 45688C107 1,298 24,700 SH   SOLE   24,700 0 0
INSULET CORP. COM 45784P101 375,806 1,934,550 SH   SOLE   1,934,550 0 0
INTEL CORP COM 458140100 1,474,418 24,643,461 SH   SOLE   23,715,304 0 928,157
INTUIT INC COM 461202103 816,971 2,758,266 SH   SOLE   2,684,166 0 74,100
IQVIA HOLDINGS INC COM 46266C105 8,542 60,205 SH   SOLE   57,095 0 3,110
IROBOT CORP COM 462726100 276,712 3,298,113 SH   SOLE   3,298,113 0 0
JABIL INC COM 466313103 117,985 3,677,850 SH   SOLE   3,390,350 0 287,500
JACOBS ENGINEERING GROUP INC COM 469814107 620,055 7,311,972 SH   SOLE   6,898,887 0 413,085
JET BLUE AIRWAYS COM 477143101 207,096 18,999,625 SH   SOLE   18,234,522 0 765,103
JPMORGAN CHASE & CO. COM 46625H100 1,631,799 17,348,490 SH   SOLE   16,647,421 0 701,069
KEYSIGHT TECHNOLOGIES COM 49338L103 236,610 2,347,790 SH   SOLE   2,190,640 0 157,150
KLA CORP COM 482480100 1,945,829 10,005,289 SH   SOLE   9,822,249 0 183,040
KROGER CO COM 501044101 3,280 96,900 SH   SOLE   96,900 0 0
L BRANDS INC. COM 501797104 209,403 13,988,174 SH   SOLE   13,468,515 0 519,659
L3HARRIS TECHNOLOGIES INC COM 502431109 54,532 321,400 SH   SOLE   321,400 0 0
LAS VEGAS SANDS CORP. COM 517834107 34,738 762,800 SH   SOLE   762,800 0 0
LILLY ELI & CO COM 532457108 6,506,118 39,627,957 SH   SOLE   38,428,680 0 1,199,277
LINDE PLC EUR COM G5494J103 59,306 279,600 SH   SOLE   279,600 0 0
LIONS GATE ENT CL-A COM 535919401 5,187 700,000 SH   SOLE   700,000 0 0
LIONS GATE ENT CL-B COM 535919500 6,147 900,000 SH   SOLE   900,000 0 0
LIVANOVA PLC COM G5509L101 170,895 3,550,700 SH   SOLE   3,531,390 0 19,310
LOWES COS INC COM 548661107 4,486 33,200 SH   SOLE   33,200 0 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 15,523 198,000 SH   SOLE   198,000 0 0
LYFT INC-A COM 55087P104 94,149 2,852,135 SH   SOLE   2,732,035 0 120,100
MACOM TECHNOLOGY SOLUTIONS H COM 55405Y100 5,640 164,200 SH   SOLE   164,200 0 0
MADISON SQUARE GARDEN ENTERT COM 55826T102 4,125 55,006 SH   SOLE   55,006 0 0
MADISON SQUARE GARDEN SPORTS COM 55825T103 1,010 6,873 SH   SOLE   6,873 0 0
MARKETAXESS HLDGS INC. COM 57060D108 257,082 513,220 SH   SOLE   513,220 0 0
MARRIOTT INTERNATIONAL COM 571903202 90,805 1,059,196 SH   SOLE   1,051,646 0 7,550
MARRONE BIO INNOVATIONS COM 57165B106 2,563 2,190,300 SH   SOLE   2,190,300 0 0
MARSH & MCLENNAN COS. COM 571748102 844,735 7,867,510 SH   SOLE   7,516,276 0 351,234
MASONITE INTERNATIONAL CORP COM 575385109 14,382 184,900 SH   SOLE   184,900 0 0
MASTERCARD INC CL A COM 57636Q104 88,525 299,374 SH   SOLE   288,774 0 10,600
MATERIALISE NV - ADR COM 57667T100 19,521 865,300 SH   SOLE   865,300 0 0
MATSON INC. COM 57686G105 18,766 644,892 SH   SOLE   644,892 0 0
MATTEL INC COM 577081102 471,241 48,732,309 SH   SOLE   47,438,523 0 1,293,786
MAXAR TECHNOLOGIES INC COM 57778K105 11,685 650,600 SH   SOLE   650,600 0 0
MAXLINEAR INC COM 57776J100 100,941 4,703,672 SH   SOLE   4,374,950 0 328,722
MCDONALDS CORP. COM 580135101 28,039 152,000 SH   SOLE   152,000 0 0
MEDTRONIC PLC COM G5960L103 236,442 2,578,430 SH   SOLE   2,544,995 0 33,435
MERCK & COMPANY COM 58933Y105 217,491 2,812,500 SH   SOLE   2,812,500 0 0
MEREO BIOPHARMA GROUP PL-ADR COM 589492107 1,497 489,100 SH   SOLE   489,100 0 0
MGM RESORTS INTL COM 552953101 44,479 2,647,550 SH   SOLE   2,647,550 0 0
MICRO FOCUS INTL PLC ADR COM 594837403 2,137 390,000 SH   SOLE   390,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,651,460 51,464,679 SH   SOLE   50,437,868 0 1,026,811
MICROSOFT CORP. COM 594918104 4,865,193 23,906,408 SH   SOLE   23,058,663 0 847,745
MOMENTA PHARMACEUTICALS COM 60877T100 11,939 358,840 SH   SOLE   358,840 0 0
MYOKARDIA INC. COM 62857M105 8,503 88,000 SH   SOLE   88,000 0 0
NATIONAL OILWELL VARCO COM 637071101 627 51,166 SH   SOLE   38,300 0 12,866
NEKTAR THERAPEUTICS COM 640268108 449,457 19,406,599 SH   SOLE   19,321,442 0 85,157
NETAPP INC. COM 64110D104 1,318,984 29,726,938 SH   SOLE   28,714,408 0 1,012,530
NETFLIX COM 64110L106 2,503 5,500 SH   SOLE   5,500 0 0
NEWELL BRANDS INC COM 651229106 79,033 4,976,900 SH   SOLE   4,463,400 0 513,500
NLIGHT COM 65487K100 16,973 762,471 SH   SOLE   762,471 0 0
NMI HOLDINGS INC. COM 629209305 72,295 4,495,949 SH   SOLE   4,495,949 0 0
NN INC COM 629337106 28,382 5,987,700 SH   SOLE   5,686,800 0 300,900
NOBLE ENERGY INC. COM 655044105 31,025 3,462,647 SH   SOLE   3,340,647 0 122,000
NOKIA CORP SPONSORED ADR COM 654902204 122,219 27,777,142 SH   SOLE   22,578,942 0 5,198,200
NORFOLK SOUTHERN COM 655844108 27,758 158,100 SH   SOLE   158,100 0 0
NORTHERN TRUST CORP COM 665859104 349,504 4,405,137 SH   SOLE   4,299,677 0 105,460
NORWEGIAN CRUISE LINES COM G66721104 62,804 3,822,550 SH   SOLE   3,763,450 0 59,100
NOVARTIS AG ADR COM 66987V109 2,032,163 23,267,270 SH   SOLE   22,667,020 0 600,250
NUANCE COMMUNICATIONS COM 67020Y100 187,414 7,406,193 SH   SOLE   6,480,879 0 925,314
NUTANIX INC - A COM 67059N108 64,100 2,704,085 SH   SOLE   2,704,085 0 0
NUVASIVE INC. COM 670704105 34,932 627,600 SH   SOLE   627,600 0 0
NVENT ELECTRIC PLC COM G6700G107 17,074 911,600 SH   SOLE   911,600 0 0
NVIDIA CORP. COM 67066G104 1,016,567 2,675,810 SH   SOLE   2,635,760 0 40,050
OKTA INC COM 679295105 1,452 7,250 SH   SOLE   7,250 0 0
OLD DOMINION FREIGHT LINES COM 679580100 54,549 321,650 SH   SOLE   321,650 0 0
ONESPAWORLD-HOLDINGS LTD COM P73684113 1,669 350,000 SH   SOLE   350,000 0 0
ORACLE CORP. COM 68389X105 542,106 9,808,329 SH   SOLE   9,625,704 0 182,625
ORASURE TECHNOLOGIES COM 68554V108 18,909 1,625,900 SH   SOLE   1,625,900 0 0
OSI SYSTEMS COM 671044105 20,160 270,100 SH   SOLE   269,800 0 300
OTIS WORLDWIDE CORP COM 68902V107 85,621 1,505,818 SH   SOLE   1,487,968 0 17,850
PALO ALTO NETWORKS INC. COM 697435105 61,980 269,864 SH   SOLE   265,829 0 4,035
PAYPAL HOLDINGS INC COM 70450Y103 421,011 2,416,410 SH   SOLE   2,334,170 0 82,240
PENTAIR PLC COM G7S00T104 30,460 801,800 SH   SOLE   801,800 0 0
PENUMBRA COM 70975L107 9,749 54,520 SH   SOLE   50,800 0 3,720
PERKIN ELMER COM 714046109 216,249 2,204,595 SH   SOLE   2,010,125 0 194,470
PERSPECTA INC. COM 715347100 27,986 1,204,721 SH   SOLE   1,159,711 0 45,010
PFENEX INC COM 717071104 27,088 3,244,100 SH   SOLE   3,244,100 0 0
PHILIP MORRIS INTL INC COM 718172109 12,232 174,600 SH   SOLE   174,600 0 0
PINTEREST INC- CLASS A COM 72352L106 68,512 3,090,300 SH   SOLE   3,090,300 0 0
PIONEER NATURAL RES CO COM 723787107 537,311 5,499,596 SH   SOLE   5,270,396 0 229,200
PLANTRONICS INC NEW COM 727493108 87,906 5,988,150 SH   SOLE   5,988,150 0 0
PLURALSIGHT INC - A COM 72941B106 3,561 197,300 SH   SOLE   197,300 0 0
PRESTIGE BRANDS HOLDINGS COM 74112D101 1,555 41,400 SH   SOLE   41,400 0 0
PROGRESSIVE CORP. COM 743315103 198,295 2,475,290 SH   SOLE   2,475,290 0 0
PROS HOLDINGS INC. COM 74346Y103 81,905 1,843,460 SH   SOLE   1,843,460 0 0
QIAGEN N.V. COM N72482123 562,240 13,133,386 SH   SOLE   12,673,086 0 460,300
QUALCOMM INCORP. COM 747525103 1,932,269 21,184,833 SH   SOLE   20,689,087 0 495,746
RAMBUS INC DEL COM COM 750917106 13,588 893,945 SH   SOLE   675,186 0 218,759
RAPID7 INC COM 753422104 8,969 175,800 SH   SOLE   175,800 0 0
RAYMOND JAMES FINANCIAL, INC. COM 754730109 304,435 4,422,995 SH   SOLE   4,333,270 0 89,725
RAYTHEON TECHNOLOGIES CORP COM 75513E101 194,068 3,149,437 SH   SOLE   3,110,137 0 39,300
RESTAURANT BRANDS INTL COM 76131D103 75,460 1,381,300 SH   SOLE   1,381,300 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 79,049 3,544,791 SH   SOLE   3,544,791 0 0
RINGCENTRAL INC-CLASS A COM 76680R206 1,810 6,350 SH   SOLE   6,350 0 0
ROCKWELL AUTOMATION COM 773903109 64,293 301,845 SH   SOLE   292,365 0 9,480
ROSS STORES INC COM 778296103 928,679 10,894,879 SH   SOLE   10,540,632 0 354,247
ROYAL CARIBBEAN COM V7780T103 316,785 6,297,905 SH   SOLE   6,188,283 0 109,622
RYANAIR COM 783513203 33,508 505,100 SH   SOLE   505,100 0 0
SALESFORCE.COM COM 79466L302 9,366 50,000 SH   SOLE   50,000 0 0
SANDERSON FARMS INC COM 800013104 4,601 39,700 SH   SOLE   34,400 0 5,300
SANOFI COM 80105N105 92,791 1,817,640 SH   SOLE   1,793,300 0 24,340
SCHLUMBERGER LTD COM 806857108 2,063 112,200 SH   SOLE   112,200 0 0
SCHWAB CHARLES CORP COM 808513105 971,039 28,780,049 SH   SOLE   27,982,950 0 797,099
SCIENCE APPLICATIONS INTERNATI COM 808625107 13,035 167,800 SH   SOLE   167,800 0 0
SEATTLE GENETICS COM 812578102 1,169,803 6,884,432 SH   SOLE   6,808,487 0 75,945
SERVICESOURCE COM 81763U100 13,751 8,703,133 SH   SOLE   8,703,133 0 0
SNAP INC - A COM 83304A106 1,110 47,250 SH   SOLE   47,250 0 0
SONY CORP ADR NEW COM 835699307 2,279,863 32,979,355 SH   SOLE   31,694,155 0 1,285,200
SOUTHWEST AIRLS CO COM 844741108 2,364,918 69,190,098 SH   SOLE   66,946,660 0 2,243,438
SOUTHWESTERN ENERGY CO COM 845467109 30,723 12,001,125 SH   SOLE   11,285,300 0 715,825
SPECTRUM PHARMACEUTICALS COM 84763A108 1,555 460,000 SH   SOLE   460,000 0 0
SPIRIT AIRLINES COM 848577102 7,232 406,300 SH   SOLE   406,300 0 0
SPLUNK COM 848637104 991,616 4,990,520 SH   SOLE   4,990,520 0 0
STRATASYS LTD COM M85548101 90,041 5,677,231 SH   SOLE   5,677,231 0 0
STRYKER CORP. COM 863667101 86,617 480,700 SH   SOLE   480,700 0 0
T-MOBILE US INC. COM 872590104 302,754 2,906,902 SH   SOLE   2,873,366 0 33,536
TECHNIPFMC PLC COM G87110105 4,637 677,900 SH   SOLE   677,900 0 0
TERADYNE COM 880770102 158,470 1,875,157 SH   SOLE   1,715,712 0 159,445
TESLA INC. COM 88160R101 1,423,746 1,318,515 SH   SOLE   1,282,165 0 36,350
TEXAS INSTRS. INC. COM 882508104 3,346,332 26,355,293 SH   SOLE   25,510,730 0 844,563
TEXTRON INC. COM 883203101 219,500 6,669,700 SH   SOLE   6,573,520 0 96,180
THE CME GROUP COM 12572Q105 110,386 679,130 SH   SOLE   679,130 0 0
THE RUBICON PROJECT COM 78112V102 2,001 300,000 SH   SOLE   300,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 1,717,651 4,740,441 SH   SOLE   4,592,731 0 147,710
TJX COS INC NEW COM 872540109 760,526 15,042,048 SH   SOLE   14,747,400 0 294,648
TRADEWEB MARKETS INC-CLASS A COM 892672106 40,988 704,980 SH   SOLE   678,080 0 26,900
TRANSDIGM GROUP COM 893641100 271,504 614,194 SH   SOLE   614,194 0 0
TRANSOCEAN LTD COM H8817H100 91,308 49,895,306 SH   SOLE   47,552,910 0 2,342,396
TRIBUNE PUBLISHING CO COM 89609W107 4,705 470,925 SH   SOLE   469,700 0 1,225
TRIMBLE INC COM 896239100 327,765 7,588,915 SH   SOLE   6,997,705 0 591,210
TUESDAY MORNING CORP COM 899035505 243 1,517,000 SH   SOLE   1,517,000 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 29,388 455,000 SH   SOLE   455,000 0 0
TYSON FOODS COM 902494103 36,411 609,800 SH   SOLE   609,800 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,211 135,500 SH   SOLE   135,500 0 0
ULTA BEAUTY INC. COM 90384S303 13,731 67,500 SH   SOLE   67,500 0 0
UNION PACIFIC CORP. COM 907818108 523,392 3,095,712 SH   SOLE   3,086,000 0 9,712
UNITED AIRLINES HOLDINGS INC COM 910047109 1,049,465 30,322,590 SH   SOLE   29,693,852 0 628,738
UNITED PARCEL SVC INC. COM 911312106 364,909 3,282,143 SH   SOLE   3,161,337 0 120,806
UNITEDHEALTH GROUP INC. COM 91324P102 980 3,324 SH   SOLE   3,324 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 396,405 2,649,415 SH   SOLE   2,596,715 0 52,700
US BANCORP DEL COM 902973304 191,131 5,190,954 SH   SOLE   5,012,254 0 178,700
V F CORP COM 918204108 28,745 471,700 SH   SOLE   471,700 0 0
VISA INC-CLASS A SHARES COM 92826C839 684,907 3,545,619 SH   SOLE   3,199,980 0 345,639
VMWARE COM 928563402 146,264 944,495 SH   SOLE   867,525 0 76,970
WAVE LIFE SCIENCES LTD COM Y95308105 13,701 1,316,154 SH   SOLE   1,316,154 0 0
WELLS FARGO & CO. COM 949746101 1,195,886 46,714,300 SH   SOLE   45,292,866 0 1,421,434
WESTERN DIGITAL CORP COM 958102105 26,133 591,907 SH   SOLE   557,037 0 34,870
WHIRLPOOL CP COM 963320106 900,192 6,949,680 SH   SOLE   6,683,120 0 266,560
WILLSCOT MOBILE MINI HOLDING COM 971378104 5,508 448,200 SH   SOLE   448,200 0 0
XENCOR COM 98401F105 179,080 5,528,872 SH   SOLE   5,528,872 0 0
ZENTALIS PHARMACEUTICALS LLC COM 98943L107 31,691 659,950 SH   SOLE   612,250 0 47,700
ZIMMER BIOMET HOLDINGS COM 98956P102 430,329 3,605,300 SH   SOLE   3,359,620 0 245,680
ZOOM VIDEO COMMUNICATIONS-A COM 98980L101 254 1,000 SH   SOLE   1,000 0 0
ZOOMINFO TECHNOLOGIES INC-A COM 98980F104 19,580 383,700 SH   SOLE   383,700 0 0