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 |
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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 |
ACACIA COMMUNICATIONS INC | CS | 00401C108 | 4,495 | 66,696 | SH | SOLE | 66,696 | 0 | 0 | ||
AKAMAI TECHNOLOGIES COM | CS | 00971T101 | 118,815 | 1,074,863 | SH | SOLE | 837,222 | 0 | 237,641 | ||
ALARM COM HLDGS INC COM | CS | 011642105 | 31,664 | 573,102 | SH | SOLE | 482,706 | 0 | 90,396 | ||
ALIGN TECHNOLOGY INC | CS | 016255101 | 221,919 | 677,906 | SH | SOLE | 558,908 | 0 | 118,998 | ||
ARISTA NETWORKS INC COM | CS | 040413106 | 13,936 | 67,345 | SH | SOLE | 52,326 | 0 | 15,019 | ||
AUTODESK INC COM | CS | 052769106 | 142,992 | 618,986 | SH | SOLE | 481,362 | 0 | 137,624 | ||
BOTTOMLINE TECHNOLOGIES DELINC | CS | 101388106 | 7,384 | 175,154 | SH | SOLE | 175,154 | 0 | 0 | ||
CABOT OIL & GAS CORP | CS | 127097103 | 110,023 | 6,337,736 | SH | SOLE | 5,019,038 | 0 | 1,318,698 | ||
CARA THERAPEUTICS INC COM | CS | 140755109 | 9,332 | 733,347 | SH | SOLE | 733,347 | 0 | 0 | ||
CASA SYS INC COM | CS | 14713L102 | 2,124 | 527,017 | SH | SOLE | 527,017 | 0 | 0 | ||
CEVA INC COM | CS | 157210105 | 19,160 | 486,666 | SH | SOLE | 486,666 | 0 | 0 | ||
CHANNELADVISOR CORP | CS | 159179100 | 16,165 | 1,117,136 | SH | SOLE | 1,117,136 | 0 | 0 | ||
COGNEX CORP COM | CS | 192422103 | 91,298 | 1,402,427 | SH | SOLE | 1,100,218 | 0 | 302,209 | ||
COHERUS BIOSCIENCES INC COM | CS | 19249H103 | 8,660 | 472,214 | SH | SOLE | 472,214 | 0 | 0 | ||
CORE LABORATORIES N V COM | CS | N22717107 | 7,795 | 510,809 | SH | SOLE | 397,414 | 0 | 113,395 | ||
CULLEN FROST BANKERS INC | CS | 229899109 | 8,359 | 130,710 | SH | SOLE | 100,998 | 0 | 29,712 | ||
DELUXE CORP COM | CS | 248019101 | 25,222 | 980,247 | SH | SOLE | 801,088 | 0 | 179,159 | ||
DOLBY LABORATORIES INC COM CL | CS | 25659T107 | 82,694 | 1,247,648 | SH | SOLE | 979,153 | 0 | 268,495 | ||
DULUTH HLDGS INC COM CL B | CS | 26443V101 | 12,822 | 1,049,270 | SH | SOLE | 1,049,270 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP COM | CS | 28176E108 | 52,641 | 659,499 | SH | SOLE | 504,232 | 0 | 155,267 | ||
EMERSON ELEC CO COM | CS | 291011104 | 295 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
FACTSET RESH SYS INC COM | CS | 303075105 | 56,670 | 169,226 | SH | SOLE | 130,517 | 0 | 38,709 | ||
FLOTEK INDS INC | CS | 343389102 | 3,984 | 1,469,947 | SH | SOLE | 1,469,947 | 0 | 0 | ||
GARMIN LTD SHS | CS | H2906T109 | 104,975 | 1,106,628 | SH | SOLE | 889,461 | 0 | 217,167 | ||
GENTEX CORP COM | CS | 371901109 | 113,523 | 4,408,673 | SH | SOLE | 3,423,120 | 0 | 985,553 | ||
GENTHERM INC COM | CS | 37253A103 | 56,132 | 1,372,415 | SH | SOLE | 1,217,635 | 0 | 154,780 | ||
GEOSPACE TECHNOLOGIES CORP COM | CS | 37364X109 | 4,865 | 787,171 | SH | SOLE | 787,171 | 0 | 0 | ||
GRACO INC COM | CS | 384109104 | 51,613 | 841,286 | SH | SOLE | 650,775 | 0 | 190,511 | ||
IHS MARKIT LTD SHS | CS | G47567105 | 42,374 | 539,725 | SH | SOLE | 419,750 | 0 | 119,975 | ||
INTUIT COM | CS | 461202103 | 163,586 | 501,476 | SH | SOLE | 407,136 | 0 | 94,340 | ||
INTUITIVE SURGICAL INC | CS | 46120E602 | 147,654 | 208,098 | SH | SOLE | 161,123 | 0 | 46,975 | ||
IPG PHOTONICS CORP COM | CS | 44980X109 | 41,106 | 241,842 | SH | SOLE | 187,351 | 0 | 54,491 | ||
IROBOT CORP COM | CS | 462726100 | 24,197 | 318,799 | SH | SOLE | 318,799 | 0 | 0 | ||
JETBLUE AWYS CORP COM | CS | 477143101 | 86,939 | 7,673,324 | SH | SOLE | 6,253,042 | 0 | 1,420,282 | ||
KORNIT DIGITAL LTD SHS | CS | M6372Q113 | 25,199 | 388,449 | SH | SOLE | 388,449 | 0 | 0 | ||
LANDSTAR SYS INC COM | CS | 515098101 | 76,866 | 612,528 | SH | SOLE | 477,596 | 0 | 134,932 | ||
MANHATTAN ASSOCS INC COM | CS | 562750109 | 81,541 | 853,922 | SH | SOLE | 666,272 | 0 | 187,650 | ||
MATERIALISE NV SPONSORED ADS | CS | 57667T100 | 21,962 | 595,002 | SH | SOLE | 595,002 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC COM | CS | 595017104 | 63,344 | 616,424 | SH | SOLE | 477,594 | 0 | 138,830 | ||
MIDDLEBY CORP COM | CS | 596278101 | 96,903 | 1,080,186 | SH | SOLE | 885,562 | 0 | 194,624 | ||
MIMEDX GROUP INC COM | CS | 602496101 | 2,471 | 388,904 | SH | SOLE | 388,904 | 0 | 0 | ||
MIX TELEMATICS LTD SPONSORED A | CS | 60688N102 | 14,792 | 1,654,572 | SH | SOLE | 1,654,572 | 0 | 0 | ||
MSC INDL DIRECT INC CL A | CS | 553530106 | 23,055 | 364,330 | SH | SOLE | 299,528 | 0 | 64,802 | ||
MYRIAD GENETICS INC COM | CS | 62855J104 | 27,826 | 2,133,877 | SH | SOLE | 1,701,695 | 0 | 432,182 | ||
NORDSTROM INC COM | CS | 655664100 | 20,002 | 1,678,059 | SH | SOLE | 1,395,406 | 0 | 282,653 | ||
NUVASIVE INC COM | CS | 670704105 | 2,244 | 46,202 | SH | SOLE | 46,202 | 0 | 0 | ||
ONESPAN INC COM | CS | 68287N100 | 6,096 | 290,852 | SH | SOLE | 290,852 | 0 | 0 | ||
OPEN TEXT CORP COM | CS | 683715106 | 146,174 | 3,460,567 | SH | SOLE | 2,866,814 | 0 | 593,753 | ||
PAYCHEX INC COM | CS | 704326107 | 31,141 | 390,383 | SH | SOLE | 303,183 | 0 | 87,200 | ||
PHX MINERALS INC | CS | 69291A100 | 433 | 302,916 | SH | SOLE | 302,916 | 0 | 0 | ||
PLANTRONICS INC NEW COM | CS | 727493108 | 18,335 | 1,548,558 | SH | SOLE | 1,304,610 | 0 | 243,948 | ||
PLEXUS CORP COM | CS | 729132100 | 143,289 | 2,028,728 | SH | SOLE | 1,661,736 | 0 | 366,992 | ||
POWER INTEGRATIONS INC COM | CS | 739276103 | 130,437 | 2,354,456 | SH | SOLE | 1,923,888 | 0 | 430,568 | ||
PROS HOLDINGS INC COM | CS | 74346Y103 | 5,332 | 166,947 | SH | SOLE | 166,947 | 0 | 0 | ||
PROTO LABS INC COM | CS | 743713109 | 83,660 | 646,020 | SH | SOLE | 530,230 | 0 | 115,790 | ||
PURE STORAGE INC CL A | CS | 74624M102 | 88,305 | 5,737,795 | SH | SOLE | 4,786,620 | 0 | 951,175 | ||
REALPAGE INC COM | CS | 75606N109 | 82,844 | 1,437,260 | SH | SOLE | 1,177,824 | 0 | 259,436 | ||
REDHILL BIOPHARMA LTD SPONSORE | CS | 757468103 | 21,579 | 2,111,451 | SH | SOLE | 2,111,451 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | CS | V7780T103 | 67,809 | 1,047,569 | SH | SOLE | 813,985 | 0 | 233,584 | ||
SLEEP NUMBER CORPORATION | CS | 83125X103 | 126,708 | 2,590,631 | SH | SOLE | 2,225,095 | 0 | 365,536 | ||
SNAP ON INC COM | CS | 833034101 | 33,660 | 228,774 | SH | SOLE | 176,971 | 0 | 51,803 | ||
SOUTHWESTERN ENERGY CO COM | CS | 845467109 | 69,781 | 29,694,224 | SH | SOLE | 25,862,741 | 0 | 3,831,483 | ||
SPS COMM INC COM | CS | 78463M107 | 18,473 | 237,234 | SH | SOLE | 237,234 | 0 | 0 | ||
STAMPS COM INC COM NEW | CS | 852857200 | 239,501 | 993,988 | SH | SOLE | 845,216 | 0 | 148,772 | ||
STITCH FIX INC COM CL A | CS | 860897107 | 55,725 | 2,053,981 | SH | SOLE | 1,843,730 | 0 | 210,251 | ||
STONERIDGE INC COM | CS | 86183P102 | 3,199 | 174,138 | SH | SOLE | 174,138 | 0 | 0 | ||
STRATASYS LTD SHS | CS | M85548101 | 1,518 | 121,715 | SH | SOLE | 121,715 | 0 | 0 | ||
STRATEGIC EDUCATION INC | CS | 86272C103 | 29,398 | 321,392 | SH | SOLE | 272,044 | 0 | 49,348 | ||
SUPER MICRO COMPUTER INC COM | CS | 86800U104 | 98,666 | 3,737,352 | SH | SOLE | 3,133,228 | 0 | 604,124 | ||
SURMODICS INC | CS | 868873100 | 5,871 | 150,896 | SH | SOLE | 150,896 | 0 | 0 | ||
TCF FINANCIAL CORP NEW | CS | 872307103 | 8,187 | 350,461 | SH | SOLE | 268,986 | 0 | 81,475 | ||
TJX COS INC NEW COM | CS | 872540109 | 169,799 | 3,051,202 | SH | SOLE | 2,356,564 | 0 | 694,638 | ||
TREX CO INC COM | CS | 89531P105 | 48,604 | 678,826 | SH | SOLE | 678,826 | 0 | 0 | ||
UBIQUITI INC | CS | 90353W103 | 78,650 | 471,919 | SH | SOLE | 363,802 | 0 | 108,117 | ||
UNDER ARMOUR INC CL A | CS | 904311107 | 33,786 | 3,008,562 | SH | SOLE | 2,336,364 | 0 | 672,198 | ||
VARIAN MED SYS INC COM | CS | 92220P105 | 41,805 | 243,050 | SH | SOLE | 188,638 | 0 | 54,412 | ||
VIASAT INC COM | CS | 92552V100 | 36,844 | 1,071,345 | SH | SOLE | 908,278 | 0 | 163,067 | ||
ZUMIEZ INC COM | CS | 989817101 | 5,706 | 205,113 | SH | SOLE | 205,113 | 0 | 0 |