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 954 7,650 SH   SOLE   7,650 0 0
2U INC COM 90214J101 5,746 169,700 SH   SOLE   169,700 0 0
ABBOTT LABORATORIES COM 002824100 713,872 6,559,512 SH   SOLE   6,302,302 0 257,210
ABIOMED INC. COM 003654100 616,138 2,223,842 SH   SOLE   2,223,842 0 0
ACCURAY INC. COM 004397105 7,392 3,079,800 SH   SOLE   3,079,800 0 0
ACTIVISION BLIZZARD COM 00507V109 561,453 6,935,800 SH   SOLE   6,685,050 0 250,750
ADAPTIVE BIOTECHNOLOGIES COM 00650F109 8,389 172,500 SH   SOLE   172,500 0 0
ADIENT PLC COM G0084W101 66 3,820 SH   SOLE   3,820 0 0
ADOBE INC COM 00724F101 4,649,070 9,479,580 SH   SOLE   9,154,820 0 324,760
AECOM COM 00766T100 941,471 22,501,691 SH   SOLE   21,287,178 0 1,214,513
AGILENT TECHNOLOGIES COM 00846U101 335,080 3,319,596 SH   SOLE   2,974,406 0 345,190
ALASKA AIRGROUP INC. COM 011659109 194,905 5,320,917 SH   SOLE   5,320,917 0 0
ALBEMARLE CORP COM 012653101 460,317 5,155,880 SH   SOLE   4,910,480 0 245,400
ALCON INC COM H01301128 226,079 3,969,775 SH   SOLE   3,869,741 0 100,034
ALEXANDRIA REAL ESTATE EQUIT COM 015271109 13,216 82,600 SH   SOLE   82,600 0 0
ALIBABA GROUP HOLDING COM 01609W102 3,767,238 12,814,606 SH   SOLE   12,490,681 0 323,925
ALKERMES COM G01767105 122,178 7,373,460 SH   SOLE   7,085,770 0 287,690
ALLEGIANT TRAVEL CO COM 01748X102 4,277 35,700 SH   SOLE   35,700 0 0
ALPHABET INC CLASS A COM 02079k305 2,246,048 1,532,511 SH   SOLE   1,465,534 0 66,977
ALPHABET INC CLASS C COM 02079k107 1,878,590 1,278,300 SH   SOLE   1,231,533 0 46,767
ALTAIR ENGINEERING COM 021369103 44,845 1,068,250 SH   SOLE   1,068,250 0 0
ALTICE USA INC-A COM 02156K103 21,757 836,800 SH   SOLE   836,800 0 0
ALTRIA GROUP INC. COM 02209S103 26,945 697,324 SH   SOLE   697,324 0 0
AMAZON.COM INC COM 023135106 1,268,088 402,730 SH   SOLE   399,630 0 3,100
AMBARELLA INC COM G037AX101 9,309 178,400 SH   SOLE   178,400 0 0
AMERICAN AIRLINES GROUP COM 02376R102 604,480 49,184,696 SH   SOLE   48,259,426 0 925,270
AMERICAN EXPRESS CO. COM 025816109 1,885 18,800 SH   SOLE   18,800 0 0
AMERICAN HOMES 4 RENT- A COM 02665T306 5,972 209,703 SH   SOLE   135,700 0 74,003
AMETEK INC. COM 031100100 112,376 1,130,540 SH   SOLE   1,098,640 0 31,900
AMGEN INC. COM 031162100 4,424,184 17,407,082 SH   SOLE   16,912,592 0 494,490
AMICUS THERAPEUTICS INC COM 03152W109 30,076 2,130,000 SH   SOLE   2,130,000 0 0
ANALOG DEVICES COM 032654105 536,542 4,596,040 SH   SOLE   4,448,170 0 147,870
ANGI HOMESERVICES INC- A COM 00183L102 5,270 475,000 SH   SOLE   475,000 0 0
APPLE INC COM 037833100 351,715 3,037,000 SH   SOLE   3,037,000 0 0
APPLIED MATERIALS COM 038222105 311,847 5,245,535 SH   SOLE   4,968,080 0 277,455
ARBUTUS BIOPHARMA CORP COM 03879J100 1,565 500,000 SH   SOLE   500,000 0 0
ARENA PHARMACEUTICALS COM 040047607 39,691 530,700 SH   SOLE   530,700 0 0
ARISTA NETWORKS COM 040413106 652 3,150 SH   SOLE   1,550 0 1,600
ARLO TECHNOLOGIES INC COM 04206A101 26,747 5,084,920 SH   SOLE   4,666,230 0 418,690
ARMSTRONG WORLD INDS INC COM 04247X102 5,986 87,000 SH   SOLE   87,000 0 0
ASML HOLDING NV COM N07059210 405,454 1,097,987 SH   SOLE   1,042,428 0 55,559
ASTRAZENECA COM 046353108 2,822,094 51,498,061 SH   SOLE   49,106,966 0 2,391,095
AT HOME INC. COM 04650Y100 1,666 112,100 SH   SOLE   112,100 0 0
AUTODESK INC. COM 052769106 95,199 412,100 SH   SOLE   412,100 0 0
AUTOZONE INC. COM 053332102 6,624 5,625 SH   SOLE   5,625 0 0
AXCELIS TECHNOLOGIES COM 054540208 56,901 2,586,400 SH   SOLE   2,586,400 0 0
AXON ENTERPRISE INC COM 05464C101 29,931 330,000 SH   SOLE   330,000 0 0
AXOVANT GENE THERAPIES LTD COM G0750W203 246 53,225 SH   SOLE   53,225 0 0
BAIDU INC - SPON ADR ADR 056752108 1,186,608 9,373,635 SH   SOLE   9,070,085 0 303,550
BANKAMERICA CORP NEW COM 060505104 949,940 39,432,961 SH   SOLE   38,199,806 0 1,233,155
BEIGENE LTD-ADR ADR 07725L102 965,958 3,372,287 SH   SOLE   3,360,487 0 11,800
BIOGEN INC. COM 09062X103 4,452,841 15,696,704 SH   SOLE   15,319,580 0 377,124
BIOMARIN PHARMA COM 09061G101 1,384,012 18,191,541 SH   SOLE   17,423,858 0 767,683
BIONTECH SE COM 09075V102 285,615 4,125,598 SH   SOLE   3,999,788 0 125,810
BJ'S WHOLESALE CLUB HOLDINGS COM 05550J101 23,152 557,200 SH   SOLE   557,200 0 0
BLACKBERRY LTD COM 09228F103 283,496 61,763,862 SH   SOLE   60,449,912 0 1,313,950
BLOOM ENERGY CORP- A COM 093712107 1,269 70,600 SH   SOLE   70,600 0 0
BOEING CO. COM 097023105 14,006 84,750 SH   SOLE   84,750 0 0
BOOT BARN HOLDINGS COM 099406100 2,392 85,000 SH   SOLE   85,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,546,699 40,478,915 SH   SOLE   39,784,718 0 694,197
BRISTOL-MYERS SQUIBB COM 110122108 1,203,613 19,963,725 SH   SOLE   19,110,367 0 853,358
BURLINGTON STORES COM 122017106 91,720 445,050 SH   SOLE   445,050 0 0
CABOT OIL & GAS CORP COM 127097103 84,490 4,866,954 SH   SOLE   4,534,550 0 332,404
CALAVO GROWERS COM 128246105 11,690 176,400 SH   SOLE   176,400 0 0
CALITHERA BIOSCIENCES INC COM 13089P101 34,712 10,061,500 SH   SOLE   10,061,500 0 0
CAMECO CORP COM 13321L108 3,720 368,300 SH   SOLE   368,300 0 0
CAPRI HOLDINGS LIMITED COM G1890L107 61,366 3,409,200 SH   SOLE   3,193,750 0 215,450
CARMAX INC. COM 143130102 804,716 8,755,483 SH   SOLE   8,067,013 0 688,470
CARNIVAL CORP COM 143658300 239,372 15,768,927 SH   SOLE   15,139,504 0 629,423
CARRIER GLOBAL CORP COM 14448C104 129,537 4,241,552 SH   SOLE   4,142,652 0 98,900
CATERPILLAR INC DEL COM 149123101 871,228 5,841,285 SH   SOLE   5,674,589 0 166,696
CBOE GLOBAL MARKETS COM 12503M108 5,431 61,900 SH   SOLE   39,600 0 22,300
CELANESE CORP COM 150870103 1,177 10,950 SH   SOLE   0 0 10,950
CERENCE INC COM 156727109 42,228 864,088 SH   SOLE   746,626 0 117,462
CERNER CORP COM 156782104 1,402 19,400 SH   SOLE   19,400 0 0
CERUS CORP COM 157085101 67,421 10,770,100 SH   SOLE   10,770,100 0 0
CHARLES RIVER LAB COM 159864107 84,126 371,500 SH   SOLE   371,500 0 0
CHARTER COMMUNICATIONS COM 16119P108 188,501 301,920 SH   SOLE   301,920 0 0
CHEGG INC COM 163092109 184,730 2,585,800 SH   SOLE   2,585,800 0 0
CIENA CORP COM 171779309 3,406 85,810 SH   SOLE   58,325 0 27,485
CISCO SYSTEMS INC COM 17275R102 407,504 10,345,365 SH   SOLE   9,617,183 0 728,182
CITIGROUP INC. COM 172967424 213,502 4,952,491 SH   SOLE   4,639,890 0 312,601
COLFAX COM 194014106 22,241 709,200 SH   SOLE   658,000 0 51,200
COMCAST CORP-CLASS A COM 20030N101 45,478 983,102 SH   SOLE   983,102 0 0
COMSCORE COM 20564W105 11,399 5,587,967 SH   SOLE   5,587,967 0 0
CONSTELLATION BRANDS INC.-A COM 21036P108 7,827 41,300 SH   SOLE   41,300 0 0
CONTROLADORA VUELA COMPANIA DE COM 21240E105 519 72,000 SH   SOLE   72,000 0 0
CORNERSTONE BUILDING BRANDS COM 21925D109 2,713 340,000 SH   SOLE   340,000 0 0
CORNING INC COM 219350105 415,320 12,814,575 SH   SOLE   12,439,775 0 374,800
CORTEVA INC COM 22052L104 65,441 2,271,472 SH   SOLE   2,187,195 0 84,277
CREE INC. COM 225447101 385,467 6,047,489 SH   SOLE   5,746,229 0 301,260
CROWDSTRIKE HOLDINGS INC A COM 22788C105 28,245 205,690 SH   SOLE   205,690 0 0
CSX CORP. COM 126408103 123,231 1,586,600 SH   SOLE   1,586,600 0 0
CURTISS WRIGHT COM 231561101 156,544 1,678,573 SH   SOLE   1,655,973 0 22,600
CVS HEALTH CORP COM 126650100 287,629 4,925,155 SH   SOLE   4,701,185 0 223,970
CYBERARK SOFTWARE LTD/ISRAEL COM M2682V108 6,893 66,650 SH   SOLE   66,650 0 0
DARDEN RESTAURANTS COM 237194105 10,255 101,800 SH   SOLE   101,800 0 0
DEERE & CO COM 244199105 122,652 553,410 SH   SOLE   553,410 0 0
DELL TECHNOLOGIES COM 24703L202 32,284 476,943 SH   SOLE   456,883 0 20,060
DELTA AIR LINES DEL COM 247361702 707,034 23,120,805 SH   SOLE   22,371,905 0 748,900
DESCARTES SYS GRP INC COM 249906108 308,699 5,417,665 SH   SOLE   5,394,965 0 22,700
DIEBOLD NIXDORF COM 253651103 2,246 294,000 SH   SOLE   294,000 0 0
DIGIMARC COM 25381B101 7,257 325,000 SH   SOLE   325,000 0 0
DISCOVER FIN SVCS COM 254709108 371,329 6,426,601 SH   SOLE   6,236,968 0 189,633
DISNEY WALT CO. COM 254687106 483,851 3,899,507 SH   SOLE   3,858,857 0 40,650
DOLLAR TREE INC COM 256746108 20,433 223,700 SH   SOLE   191,600 0 32,100
DOW INC. COM 260557103 135,425 2,878,323 SH   SOLE   2,777,690 0 100,633
DUPONT DE NEMOURS INC COM 26614N102 128,643 2,318,728 SH   SOLE   2,241,928 0 76,800
DXC TECHNOLOGIES CO COM 23355L106 3,113 174,400 SH   SOLE   174,400 0 0
E TRADE FINANCIAL COM 269246401 540,376 10,796,725 SH   SOLE   10,429,955 0 366,770
EBAY INC. COM 278642103 150,012 2,879,300 SH   SOLE   2,879,300 0 0
EDWARDS LIFE COM 28176E108 185,222 2,320,500 SH   SOLE   2,320,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 937,975 33,583,075 SH   SOLE   32,466,498 0 1,116,577
ELECTRONIC ARTS INC. COM 285512109 119,146 913,625 SH   SOLE   881,450 0 32,175
ENTEGRIS INC COM 29362U104 303,303 4,079,941 SH   SOLE   4,024,960 0 54,981
ENTERCOM COMMS CORP COM 293639100 1,932 1,200,000 SH   SOLE   1,200,000 0 0
EOG RESOURCES INC. COM 26875P101 123,035 3,423,354 SH   SOLE   3,417,229 0 6,125
EPIZYME COM 29428V104 179,766 15,068,427 SH   SOLE   15,068,427 0 0
EPR PROPERTIES COM 26884U109 3,687 134,089 SH   SOLE   134,089 0 0
ERICSSON COM 294821608 1,349,052 123,879,882 SH   SOLE   119,713,482 0 4,166,400
EXACT SCIENCES CORP COM 30063p105 118,833 1,165,600 SH   SOLE   1,165,600 0 0
FACEBOOK INC. COM 30303M102 341,989 1,305,800 SH   SOLE   1,291,550 0 14,250
FARO TECHNOLOGIES INC. COM 311642102 4,598 75,400 SH   SOLE   75,400 0 0
FEDEX CORP COM 31428X106 3,517,919 13,986,639 SH   SOLE   13,590,341 0 396,298
FIBROGEN INC COM 31572Q808 291,295 7,084,033 SH   SOLE   6,871,253 0 212,780
FIVE BELOW COM 33829M101 1,486 11,700 SH   SOLE   11,700 0 0
FLEX LTD COM Y2573F102 773,219 69,409,206 SH   SOLE   66,019,688 0 3,389,518
FLUIDIGM CORP. COM 34385P108 41,994 5,651,943 SH   SOLE   5,651,943 0 0
FORMFACTOR INC COM 346375108 97,989 3,930,559 SH   SOLE   3,930,559 0 0
GAN LTD COM G3728V109 8,918 527,700 SH   SOLE   527,700 0 0
GENERAL DYNAMICS CORP COM 369550108 178,929 1,292,558 SH   SOLE   1,286,698 0 5,860
GILBRALTAR INDUSTRIES COM 374689107 24,727 379,600 SH   SOLE   379,600 0 0
GILDAN ACTIVEWEAR COM 375916103 2,131 108,340 SH   SOLE   108,340 0 0
GLAUKOS COM 377322102 20,189 407,700 SH   SOLE   407,700 0 0
GLAXOSMITHKLINE PLC (ADR) ADR 37733W105 21,052 559,300 SH   SOLE   551,400 0 7,900
GREIF CL B COM 397624206 1,303 33,000 SH   SOLE   33,000 0 0
GUARDANT HEALTH INC COM 40131M109 386 3,450 SH   SOLE   3,450 0 0
HAWAIIAN HOLDINGS INC. COM 419879101 4,768 369,900 SH   SOLE   369,900 0 0
HEALTH CATALYST INC COM 42225T107 2,376 64,909 SH   SOLE   64,909 0 0
HESS CORPORATION COM 42809H107 345,846 8,449,685 SH   SOLE   8,224,535 0 225,150
HEWLETT PACKARD ENTERPRISE COM 42824C109 643,024 68,625,833 SH   SOLE   66,107,686 0 2,518,147
HILTON WORLDWIDE HOLDINGS COM 43300A203 44,705 523,965 SH   SOLE   523,965 0 0
HONEYWELL INTL. INC. COM 438516106 41,256 250,630 SH   SOLE   245,910 0 4,720
HP INC. COM 40434L105 639,194 33,659,486 SH   SOLE   32,397,242 0 1,262,244
HUBSPOT INC COM 443573100 97,955 335,200 SH   SOLE   335,200 0 0
IDEX CORP COM 45167R104 99,713 546,640 SH   SOLE   486,120 0 60,520
ILLUMINA INC COM 452327109 258,279 835,638 SH   SOLE   809,915 0 25,723
IMAX CORP. COM 45245E109 27,240 2,277,600 SH   SOLE   2,277,600 0 0
IMMUNOGEN COM 45253H101 3,243 900,827 SH   SOLE   900,827 0 0
INGEVITY CORP COM 45688C107 1,241 25,100 SH   SOLE   25,100 0 0
INSULET CORP. COM 45784P101 413,695 1,748,572 SH   SOLE   1,748,572 0 0
INTEL CORP COM 458140100 1,316,391 25,422,761 SH   SOLE   24,483,304 0 939,457
INTUIT INC COM 461202103 876,972 2,688,366 SH   SOLE   2,614,266 0 74,100
IQVIA HOLDINGS INC COM 46266C105 44,567 282,734 SH   SOLE   277,924 0 4,810
IROBOT CORP COM 462726100 248,467 3,273,613 SH   SOLE   3,273,613 0 0
JABIL INC COM 466313103 123,153 3,594,650 SH   SOLE   3,307,150 0 287,500
JACOBS ENGINEERING GROUP INC COM 469814107 664,809 7,166,202 SH   SOLE   6,753,117 0 413,085
JET BLUE AIRWAYS COM 477143101 202,733 17,893,425 SH   SOLE   17,128,322 0 765,103
JPMORGAN CHASE & CO. COM 46625H100 1,591,668 16,533,380 SH   SOLE   15,832,311 0 701,069
KEYSIGHT TECHNOLOGIES COM 49338L103 213,351 2,159,860 SH   SOLE   2,003,680 0 156,180
KLA CORP COM 482480100 1,865,036 9,626,489 SH   SOLE   9,443,449 0 183,040
KROGER CO COM 501044101 3,286 96,900 SH   SOLE   96,900 0 0
L BRANDS INC. COM 501797104 377,562 11,869,294 SH   SOLE   11,402,335 0 466,959
L3HARRIS TECHNOLOGIES INC COM 502431109 55,164 324,800 SH   SOLE   324,800 0 0
LAS VEGAS SANDS CORP. COM 517834107 35,592 762,800 SH   SOLE   762,800 0 0
LILLY ELI & CO COM 532457108 5,621,107 37,975,324 SH   SOLE   36,776,047 0 1,199,277
LINDE PLC EUR COM G5494J103 70,320 295,300 SH   SOLE   295,300 0 0
LIONS GATE ENT CL-A COM 535919401 6,078 641,100 SH   SOLE   641,100 0 0
LIONS GATE ENT CL-B COM 535919500 7,187 824,200 SH   SOLE   824,200 0 0
LIVANOVA PLC COM G5509L101 169,556 3,750,400 SH   SOLE   3,716,520 0 33,880
LIVE NATION ENTERTAINMENT COM 538034109 35,761 663,715 SH   SOLE   648,215 0 15,500
LPL FINANCIAL HOLDINGS INC COM 50212V100 15,641 204,000 SH   SOLE   204,000 0 0
LYFT INC-A COM 55087P104 102,896 3,734,865 SH   SOLE   3,575,885 0 158,980
MACOM TECHNOLOGY SOLUTIONS H COM 55405Y100 5,584 164,200 SH   SOLE   164,200 0 0
MADISON SQUARE GARDEN ENTERT COM 55826T102 8,171 119,298 SH   SOLE   119,298 0 0
MADISON SQUARE GARDEN SPORTS COM 55825T103 1,034 6,873 SH   SOLE   6,873 0 0
MAGNITE INC COM 55955D100 2,083 300,000 SH   SOLE   300,000 0 0
MARKETAXESS HLDGS INC. COM 57060D108 209,164 434,320 SH   SOLE   434,320 0 0
MARRIOTT INTERNATIONAL COM 571903202 96,996 1,047,696 SH   SOLE   1,040,146 0 7,550
MARRONE BIO INNOVATIONS COM 57165B106 2,483 2,035,300 SH   SOLE   2,035,300 0 0
MARSH & MCLENNAN COS. COM 571748102 878,867 7,662,310 SH   SOLE   7,311,076 0 351,234
MASONITE INTERNATIONAL CORP COM 575385109 18,037 183,300 SH   SOLE   183,300 0 0
MASTERCARD INC CL A COM 57636Q104 101,239 299,374 SH   SOLE   288,774 0 10,600
MATERIALISE NV - ADR ADS 57667T100 28,874 782,269 SH   SOLE   782,269 0 0
MATSON INC. COM 57686G105 26,746 667,157 SH   SOLE   645,927 0 21,230
MATTEL INC COM 577081102 563,599 48,170,877 SH   SOLE   46,876,961 0 1,293,916
MAXAR TECHNOLOGIES INC COM 57778K105 16,099 645,500 SH   SOLE   645,500 0 0
MAXLINEAR INC COM 57776J100 106,274 4,572,902 SH   SOLE   4,244,180 0 328,722
MCDONALDS CORP. COM 580135101 33,362 152,000 SH   SOLE   152,000 0 0
MEDTRONIC PLC COM G5960L103 256,899 2,472,080 SH   SOLE   2,438,645 0 33,435
MERCK & COMPANY COM 58933Y105 219,021 2,640,400 SH   SOLE   2,640,400 0 0
MEREO BIOPHARMA GROUP PL-ADR ADS 589492107 1,281 489,100 SH   SOLE   489,100 0 0
MGM RESORTS INTL COM 552953101 52,011 2,391,300 SH   SOLE   2,391,300 0 0
MICRON TECHNOLOGY INC COM 595112103 2,367,137 50,407,509 SH   SOLE   49,380,698 0 1,026,811
MICROSOFT CORP. COM 594918104 4,601,871 21,879,289 SH   SOLE   21,031,544 0 847,745
MOMENTA PHARMACEUTICALS COM 60877T100 15,485 295,070 SH   SOLE   295,070 0 0
MONGODB INC COM 60937P106 36,764 158,800 SH   SOLE   158,800 0 0
MYOKARDIA INC. COM 62857M105 11,997 88,000 SH   SOLE   88,000 0 0
NATIONAL OILWELL VARCO COM 637071101 460 50,766 SH   SOLE   37,900 0 12,866
NCINO INC COM 63947U107 127 1,600 SH   SOLE   1,600 0 0
NEKTAR THERAPEUTICS COM 640268108 312,997 18,866,629 SH   SOLE   18,732,872 0 133,757
NETAPP INC. COM 64110D104 1,276,702 29,121,858 SH   SOLE   28,109,328 0 1,012,530
NETFLIX COM 64110L106 2,750 5,500 SH   SOLE   5,500 0 0
NEW FORTRESS ENERGY INC COM 644393100 986 22,400 SH   SOLE   22,400 0 0
NEWELL BRANDS INC COM 651229106 102,326 5,963,050 SH   SOLE   5,135,200 0 827,850
NLIGHT COM 65487K100 29,596 1,260,494 SH   SOLE   1,260,494 0 0
NMI HOLDINGS INC. COM 629209305 80,767 4,537,461 SH   SOLE   4,537,461 0 0
NN INC COM 629337106 29,194 5,657,800 SH   SOLE   5,356,900 0 300,900
NOBLE ENERGY INC. COM 655044105 26,281 3,073,847 SH   SOLE   2,951,847 0 122,000
NOKIA CORP SPONSORED ADR ADR 654902204 39,766 10,170,233 SH   SOLE   8,400,533 0 1,769,700
NORFOLK SOUTHERN COM 655844108 29,488 137,800 SH   SOLE   137,800 0 0
NORTHERN TRUST CORP COM 665859104 338,323 4,339,137 SH   SOLE   4,233,347 0 105,790
NORWEGIAN CRUISE LINES COM G66721104 63,806 3,729,150 SH   SOLE   3,670,050 0 59,100
NOVARTIS AG ADR ADR 66987V109 1,962,769 22,570,940 SH   SOLE   21,972,010 0 598,930
NUANCE COMMUNICATIONS COM 67020Y100 240,743 7,253,473 SH   SOLE   6,328,159 0 925,314
NUTANIX INC - A COM 67059N108 60,008 2,705,485 SH   SOLE   2,705,485 0 0
NUVASIVE INC. COM 670704105 26,140 538,200 SH   SOLE   538,200 0 0
NVENT ELECTRIC PLC COM G6700G107 15,707 887,900 SH   SOLE   887,900 0 0
NVIDIA CORP. COM 67066G104 1,210,826 2,237,215 SH   SOLE   2,199,850 0 37,365
OKTA INC COM 679295105 2,074 9,700 SH   SOLE   9,700 0 0
OLD DOMINION FREIGHT LINES COM 679580100 49,147 271,650 SH   SOLE   271,650 0 0
ONESPAWORLD-HOLDINGS LTD COM P73684113 2,275 350,000 SH   SOLE   350,000 0 0
ORACLE CORP. COM 68389X105 582,176 9,751,700 SH   SOLE   9,565,775 0 185,925
ORASURE TECHNOLOGIES COM 68554V108 18,091 1,486,500 SH   SOLE   1,486,500 0 0
OSI SYSTEMS COM 671044105 27,497 354,300 SH   SOLE   325,400 0 28,900
OTIS WORLDWIDE CORP COM 68902V107 72,649 1,163,868 SH   SOLE   1,146,018 0 17,850
PALO ALTO NETWORKS INC. COM 697435105 65,971 269,544 SH   SOLE   265,509 0 4,035
PAYPAL HOLDINGS INC COM 70450Y103 462,581 2,347,770 SH   SOLE   2,265,530 0 82,240
PENTAIR PLC COM G7S00T104 34,114 745,330 SH   SOLE   745,330 0 0
PENUMBRA COM 70975L107 10,226 52,610 SH   SOLE   48,890 0 3,720
PERKIN ELMER COM 714046109 251,569 2,004,375 SH   SOLE   1,809,905 0 194,470
PERSPECTA INC. COM 715347100 23,365 1,201,293 SH   SOLE   1,156,283 0 45,010
PFENEX INC COM 717071104 40,305 3,161,200 SH   SOLE   3,161,200 0 0
PHILIP MORRIS INTL INC COM 718172109 12,726 169,700 SH   SOLE   169,700 0 0
PINTEREST INC- CLASS A COM 72352L106 103,237 2,487,050 SH   SOLE   2,487,050 0 0
PIONEER NATURAL RES CO COM 723787107 451,559 5,251,296 SH   SOLE   5,022,096 0 229,200
PLANTRONICS INC NEW COM 727493108 71,865 6,069,650 SH   SOLE   6,069,650 0 0
PLURALSIGHT INC - A COM 72941B106 3,244 189,400 SH   SOLE   189,400 0 0
PRESTIGE BRANDS HOLDINGS COM 74112D101 1,508 41,400 SH   SOLE   41,400 0 0
PROGRESSIVE CORP. COM 743315103 224,203 2,368,260 SH   SOLE   2,368,260 0 0
PROS HOLDINGS INC. COM 74346Y103 50,549 1,582,620 SH   SOLE   1,582,620 0 0
QUALCOMM INCORP. COM 747525103 2,076,615 17,646,283 SH   SOLE   17,150,537 0 495,746
RAMBUS INC DEL COM COM 750917106 12,238 893,945 SH   SOLE   675,186 0 218,759
RAPID7 INC COM 753422104 11,776 192,300 SH   SOLE   192,300 0 0
RAYMOND JAMES FINANCIAL, INC. COM 754730109 304,419 4,183,875 SH   SOLE   4,091,150 0 92,725
RAYTHEON TECHNOLOGIES CORP COM 75513E101 161,801 2,811,967 SH   SOLE   2,772,667 0 39,300
RESTAURANT BRANDS INTL COM 76131D103 76,833 1,336,000 SH   SOLE   1,336,000 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 77,464 3,574,691 SH   SOLE   3,574,691 0 0
RINGCENTRAL INC-CLASS A COM 76680R206 2,952 10,750 SH   SOLE   10,750 0 0
ROCKWELL AUTOMATION COM 773903109 65,620 297,355 SH   SOLE   287,875 0 9,480
ROSS STORES INC COM 778296103 1,025,526 10,989,349 SH   SOLE   10,625,422 0 363,927
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 391,080 6,041,705 SH   SOLE   5,932,083 0 109,622
RYANAIR COM 783513203 40,888 500,100 SH   SOLE   500,100 0 0
SALESFORCE.COM COM 79466L302 12,566 50,000 SH   SOLE   50,000 0 0
SANDERSON FARMS INC COM 800013104 8,447 71,600 SH   SOLE   60,200 0 11,400
SANOFI COM 80105N105 87,405 1,742,170 SH   SOLE   1,717,830 0 24,340
SCHLUMBERGER LTD COM 806857108 2,208 141,900 SH   SOLE   141,900 0 0
SCHWAB CHARLES CORP COM 808513105 1,035,992 28,594,859 SH   SOLE   27,797,750 0 797,109
SCIENCE APPLICATIONS INTERNATI COM 808625107 13,159 167,800 SH   SOLE   167,800 0 0
SEATTLE GENETICS COM 812578102 1,125,331 5,750,582 SH   SOLE   5,679,487 0 71,095
SERVICESOURCE COM 81763U100 12,367 8,412,933 SH   SOLE   8,412,933 0 0
SHOCKWAVE MEDICAL INC COM 82489T104 25,392 334,987 SH   SOLE   334,987 0 0
SNAP INC - A COM 83304A106 6,808 260,750 SH   SOLE   260,750 0 0
SONY CORP ADR NEW ADR 835699307 2,423,495 31,576,479 SH   SOLE   30,291,279 0 1,285,200
SOUTHWEST AIRLS CO COM 844741108 2,532,729 67,539,448 SH   SOLE   65,296,010 0 2,243,438
SOUTHWESTERN ENERGY CO COM 845467109 26,868 11,433,225 SH   SOLE   10,717,400 0 715,825
SPIRIT AIRLINES COM 848577102 6,039 375,100 SH   SOLE   375,100 0 0
SPLUNK COM 848637104 821,342 4,365,820 SH   SOLE   4,365,820 0 0
STRATASYS LTD COM M85548101 63,943 5,127,731 SH   SOLE   5,127,731 0 0
STRYKER CORP. COM 863667101 102,039 489,700 SH   SOLE   489,700 0 0
T-MOBILE US INC. COM 872590104 251,536 2,199,506 SH   SOLE   2,169,838 0 29,668
TECHNIPFMC PLC COM G87110105 4,271 676,900 SH   SOLE   676,900 0 0
TERADYNE COM 880770102 141,119 1,775,977 SH   SOLE   1,616,532 0 159,445
TESLA INC. COM 88160R101 2,265,505 5,280,775 SH   SOLE   5,178,125 0 102,650
TEXAS INSTRS. INC. COM 882508104 3,577,493 25,054,223 SH   SOLE   24,209,660 0 844,563
TEXTRON INC. COM 883203101 235,000 6,511,510 SH   SOLE   6,415,330 0 96,180
THE CME GROUP COM 12572Q105 105,879 632,830 SH   SOLE   632,830 0 0
THERMO FISHER SCIENTIFIC COM 883556102 2,030,215 4,598,241 SH   SOLE   4,450,531 0 147,710
TJX COS INC NEW COM 872540109 828,509 14,887,848 SH   SOLE   14,593,200 0 294,648
TRADEWEB MARKETS INC-CLASS A COM 892672106 40,920 705,510 SH   SOLE   678,610 0 26,900
TRANSDIGM GROUP COM 893641100 291,816 614,194 SH   SOLE   614,194 0 0
TRANSOCEAN LTD COM H8817H100 39,597 49,073,606 SH   SOLE   46,731,210 0 2,342,396
TRIBUNE PUBLISHING CO COM 89609W107 2,350 201,525 SH   SOLE   200,300 0 1,225
TRIMBLE INC COM 896239100 355,521 7,300,225 SH   SOLE   6,709,015 0 591,210
TUESDAY MORNING CORP COM 899035505 1,790 1,306,400 SH   SOLE   1,306,400 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 38,578 441,600 SH   SOLE   441,600 0 0
TYSON FOODS COM 902494103 34,629 582,200 SH   SOLE   582,200 0 0
UBER TECHNOLOGIES INC COM 90353T100 18,672 511,850 SH   SOLE   492,750 0 19,100
ULTA BEAUTY INC. COM 90384S303 16,687 74,500 SH   SOLE   74,500 0 0
UNION PACIFIC CORP. COM 907818108 603,586 3,065,912 SH   SOLE   3,056,200 0 9,712
UNITED AIRLINES HOLDINGS INC COM 910047109 1,018,099 29,297,800 SH   SOLE   28,669,062 0 628,738
UNITED PARCEL SVC INC. COM 911312106 541,055 3,247,043 SH   SOLE   3,126,237 0 120,806
UNITEDHEALTH GROUP INC. COM 91324P102 1,566 5,024 SH   SOLE   5,024 0 0
UNITY SOFTWARE INC COM 91332U101 65,834 754,280 SH   SOLE   754,280 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 458,934 2,539,195 SH   SOLE   2,486,495 0 52,700
US BANCORP DEL COM 902973304 185,703 5,180,004 SH   SOLE   5,001,304 0 178,700
V F CORP COM 918204108 30,334 431,800 SH   SOLE   431,800 0 0
VISA INC-CLASS A SHARES COM 92826C839 697,173 3,486,389 SH   SOLE   3,140,750 0 345,639
VMWARE COM 928563402 128,239 892,595 SH   SOLE   815,625 0 76,970
VONAGE HOLDINGS CORP COM 92886T201 9,494 928,100 SH   SOLE   817,200 0 110,900
WAVE LIFE SCIENCES LTD COM Y95308105 28,029 3,301,395 SH   SOLE   3,221,095 0 80,300
WELLS FARGO & CO. COM 949746101 1,084,948 46,148,380 SH   SOLE   44,614,406 0 1,533,974
WESTERN DIGITAL CORP COM 958102105 47,837 1,308,807 SH   SOLE   1,186,727 0 122,080
WHIRLPOOL CP COM 963320106 1,202,799 6,540,860 SH   SOLE   6,274,300 0 266,560
WILLSCOT MOBILE MINI HOLDING COM 971378104 7,476 448,200 SH   SOLE   448,200 0 0
XENCOR COM 98401F105 209,781 5,408,132 SH   SOLE   5,408,132 0 0
XPENG INC - ADR ADS 98422D105 85,874 4,278,700 SH   SOLE   3,949,300 0 329,400
ZENTALIS PHARMACEUTICALS LLC COM 98943L107 45,202 1,382,750 SH   SOLE   1,334,650 0 48,100
ZIMMER BIOMET HOLDINGS COM 98956P102 499,370 3,668,060 SH   SOLE   3,416,740 0 251,320
ZOOM VIDEO COMMUNICATIONS-A COM 98980L101 470 1,000 SH   SOLE   1,000 0 0
ZOOMINFO TECHNOLOGIES INC-A COM 98980F104 15,872 369,210 SH   SOLE   369,210 0 0