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 | 4,481 | 66,696 | SH | SOLE | 66,696 | 0 | 0 | ||
AKAMAI TECHNOLOGIES COM | CS | 00971T101 | 118,312 | 1,104,793 | SH | SOLE | 860,492 | 0 | 244,301 | ||
ALARM COM HLDGS INC COM | CS | 011642105 | 38,146 | 588,580 | SH | SOLE | 495,654 | 0 | 92,926 | ||
ALIGN TECHNOLOGY INC | CS | 016255101 | 191,390 | 697,382 | SH | SOLE | 575,044 | 0 | 122,338 | ||
ARISTA NETWORKS INC COM | CS | 040413106 | 14,570 | 69,371 | SH | SOLE | 53,932 | 0 | 15,439 | ||
AUTODESK INC COM | CS | 052769106 | 152,920 | 639,325 | SH | SOLE | 497,771 | 0 | 141,554 | ||
BOTTOMLINE TECHNOLOGIES DELINC | CS | 101388106 | 8,949 | 176,270 | SH | SOLE | 176,270 | 0 | 0 | ||
CABOT OIL & GAS CORP | CS | 127097103 | 112,108 | 6,525,501 | SH | SOLE | 5,169,983 | 0 | 1,355,518 | ||
CARA THERAPEUTICS INC COM | CS | 140755109 | 12,523 | 732,347 | SH | SOLE | 732,347 | 0 | 0 | ||
CASA SYS INC COM | CS | 14713L102 | 2,185 | 525,147 | SH | SOLE | 525,147 | 0 | 0 | ||
CEVA INC COM | CS | 157210105 | 18,331 | 489,861 | SH | SOLE | 489,861 | 0 | 0 | ||
CHANNELADVISOR CORP | CS | 159179100 | 17,796 | 1,123,497 | SH | SOLE | 1,123,497 | 0 | 0 | ||
COGNEX CORP COM | CS | 192422103 | 86,479 | 1,448,077 | SH | SOLE | 1,137,418 | 0 | 310,659 | ||
CORE LABORATORIES N V COM | CS | N22717107 | 10,718 | 527,484 | SH | SOLE | 410,899 | 0 | 116,585 | ||
COSTAR GROUP INC COM | CS | 22160N109 | 7,230 | 10,174 | SH | SOLE | 10,174 | 0 | 0 | ||
DELUXE CORP COM | CS | 248019101 | 23,586 | 1,001,952 | SH | SOLE | 817,773 | 0 | 184,179 | ||
DOLBY LABORATORIES INC COM CL | CS | 25659T107 | 84,665 | 1,285,330 | SH | SOLE | 1,009,325 | 0 | 276,005 | ||
DULUTH HLDGS INC COM CL B | CS | 26443V101 | 2,656 | 360,420 | SH | SOLE | 360,420 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP COM | CS | 28176E108 | 49,201 | 711,916 | SH | SOLE | 552,259 | 0 | 159,657 | ||
EMERSON ELEC CO COM | CS | 291011104 | 279 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
FACTSET RESH SYS INC COM | CS | 303075105 | 57,537 | 175,167 | SH | SOLE | 135,368 | 0 | 39,799 | ||
FLOTEK INDS INC | CS | 343389102 | 1,764 | 1,469,947 | SH | SOLE | 1,469,947 | 0 | 0 | ||
GARMIN LTD SHS | CS | H2906T109 | 110,342 | 1,131,710 | SH | SOLE | 908,493 | 0 | 223,217 | ||
GENTEX CORP COM | CS | 371901109 | 94,943 | 3,684,252 | SH | SOLE | 2,881,508 | 0 | 802,744 | ||
GENTHERM INC COM | CS | 37253A103 | 54,407 | 1,398,629 | SH | SOLE | 1,239,619 | 0 | 159,010 | ||
GEOSPACE TECHNOLOGIES CORP COM | CS | 37364X109 | 5,957 | 792,179 | SH | SOLE | 792,179 | 0 | 0 | ||
GRACO INC COM | CS | 384109104 | 41,762 | 870,226 | SH | SOLE | 674,025 | 0 | 196,201 | ||
IHS MARKIT LTD SHS | CS | G47567105 | 41,881 | 554,709 | SH | SOLE | 431,334 | 0 | 123,375 | ||
INTUIT COM | CS | 461202103 | 152,521 | 514,944 | SH | SOLE | 417,934 | 0 | 97,010 | ||
INTUITIVE SURGICAL INC | CS | 46120E602 | 122,757 | 215,427 | SH | SOLE | 167,092 | 0 | 48,335 | ||
IPG PHOTONICS CORP COM | CS | 44980X109 | 40,029 | 249,572 | SH | SOLE | 193,591 | 0 | 55,981 | ||
IROBOT CORP COM | CS | 462726100 | 26,847 | 319,991 | SH | SOLE | 319,991 | 0 | 0 | ||
JETBLUE AWYS CORP COM | CS | 477143101 | 85,778 | 7,869,534 | SH | SOLE | 6,409,092 | 0 | 1,460,442 | ||
KORNIT DIGITAL LTD SHS | CS | M6372Q113 | 20,908 | 391,689 | SH | SOLE | 391,689 | 0 | 0 | ||
LANDSTAR SYS INC COM | CS | 515098101 | 71,010 | 632,269 | SH | SOLE | 493,487 | 0 | 138,782 | ||
LUMBER LIQUIDATORS HLDGS INC C | CS | 55003T107 | 523 | 37,717 | SH | SOLE | 37,717 | 0 | 0 | ||
MANHATTAN ASSOCS INC COM | CS | 562750109 | 83,301 | 884,295 | SH | SOLE | 691,345 | 0 | 192,950 | ||
MATERIALISE NV SPONSORED ADS | CS | 57667T100 | 15,784 | 699,649 | SH | SOLE | 699,649 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC COM | CS | 595017104 | 67,143 | 637,573 | SH | SOLE | 494,893 | 0 | 142,680 | ||
MIDDLEBY CORP COM | CS | 596278101 | 87,195 | 1,104,576 | SH | SOLE | 904,282 | 0 | 200,294 | ||
MIMEDX GROUP INC COM | CS | 602496101 | 2,101 | 389,042 | SH | SOLE | 389,042 | 0 | 0 | ||
MIX TELEMATICS LTD SPONSORED A | CS | 60688N102 | 14,330 | 1,660,450 | SH | SOLE | 1,660,450 | 0 | 0 | ||
MSC INDL DIRECT INC CL A | CS | 553530106 | 27,474 | 377,345 | SH | SOLE | 310,153 | 0 | 67,192 | ||
MYRIAD GENETICS INC COM | CS | 62855J104 | 24,882 | 2,194,204 | SH | SOLE | 1,750,242 | 0 | 443,962 | ||
NAUTILUS INC COM | CS | 63910B102 | 6,918 | 746,228 | SH | SOLE | 746,228 | 0 | 0 | ||
NORDSTROM INC COM | CS | 655664100 | 26,639 | 1,719,760 | SH | SOLE | 1,429,197 | 0 | 290,563 | ||
NUVASIVE INC COM | CS | 670704105 | 2,586 | 46,455 | SH | SOLE | 46,455 | 0 | 0 | ||
ONESPAN INC COM | CS | 68287N100 | 8,158 | 292,075 | SH | SOLE | 292,075 | 0 | 0 | ||
OPEN TEXT CORP COM | CS | 683715106 | 150,678 | 3,547,041 | SH | SOLE | 2,935,808 | 0 | 611,233 | ||
PANHANDLE OIL AND GAS INC | CS | 698477106 | 812 | 302,916 | SH | SOLE | 302,916 | 0 | 0 | ||
PAYCHEX INC COM | CS | 704326107 | 30,518 | 402,877 | SH | SOLE | 313,147 | 0 | 89,730 | ||
PLANTRONICS INC NEW COM | CS | 727493108 | 23,394 | 1,593,566 | SH | SOLE | 1,342,798 | 0 | 250,768 | ||
PLEXUS CORP COM | CS | 729132100 | 146,826 | 2,080,867 | SH | SOLE | 1,703,515 | 0 | 377,352 | ||
POWER INTEGRATIONS INC COM | CS | 739276103 | 142,768 | 1,208,569 | SH | SOLE | 987,135 | 0 | 221,434 | ||
PROS HOLDINGS INC COM | CS | 74346Y103 | 7,474 | 168,225 | SH | SOLE | 168,225 | 0 | 0 | ||
PROTO LABS INC COM | CS | 743713109 | 74,767 | 664,774 | SH | SOLE | 545,734 | 0 | 119,040 | ||
PURE STORAGE INC CL A | CS | 74624M102 | 74,377 | 4,291,798 | SH | SOLE | 3,588,714 | 0 | 703,084 | ||
REALPAGE INC COM | CS | 75606N109 | 95,933 | 1,475,667 | SH | SOLE | 1,208,871 | 0 | 266,796 | ||
REDHILL BIOPHARMA LTD SPONSORE | CS | 757468103 | 14,189 | 2,117,817 | SH | SOLE | 2,117,817 | 0 | 0 | ||
ROYAL CARIBBEAN GROUP | CS | V7780T103 | 54,299 | 1,079,506 | SH | SOLE | 839,312 | 0 | 240,194 | ||
SLEEP NUMBER CORPORATION | CS | 83125X103 | 110,235 | 2,647,325 | SH | SOLE | 2,271,439 | 0 | 375,886 | ||
SOUTHWESTERN ENERGY CO COM | CS | 845467109 | 59,348 | 23,182,763 | SH | SOLE | 20,868,064 | 0 | 2,314,699 | ||
SPS COMM INC COM | CS | 78463M107 | 18,189 | 242,136 | SH | SOLE | 242,136 | 0 | 0 | ||
STAMPS COM INC COM NEW | CS | 852857200 | 188,614 | 1,026,806 | SH | SOLE | 873,644 | 0 | 153,162 | ||
STITCH FIX INC COM CL A | CS | 860897107 | 52,019 | 2,085,763 | SH | SOLE | 1,869,562 | 0 | 216,201 | ||
STONERIDGE INC COM | CS | 86183P102 | 3,594 | 173,948 | SH | SOLE | 173,948 | 0 | 0 | ||
STRATASYS LTD SHS | CS | M85548101 | 1,928 | 121,595 | SH | SOLE | 121,595 | 0 | 0 | ||
STRATEGIC EDUCATION INC | CS | 86272C103 | 50,275 | 327,202 | SH | SOLE | 276,464 | 0 | 50,738 | ||
SUPER MICRO COMPUTER INC COM | CS | 86800U104 | 108,480 | 3,821,072 | SH | SOLE | 3,200,388 | 0 | 620,684 | ||
SURMODICS INC | CS | 868873100 | 6,572 | 151,982 | SH | SOLE | 151,982 | 0 | 0 | ||
TCF FINANCIAL CORP NEW | CS | 872307103 | 10,627 | 361,200 | SH | SOLE | 277,445 | 0 | 83,755 | ||
TJX COS INC NEW COM | CS | 872540109 | 159,195 | 3,148,634 | SH | SOLE | 2,434,346 | 0 | 714,288 | ||
TREX CO INC COM | CS | 89531P105 | 44,510 | 342,204 | SH | SOLE | 342,204 | 0 | 0 | ||
TRIPADVISOR INC | CS | 896945201 | 6,101 | 320,933 | SH | SOLE | 246,185 | 0 | 74,748 | ||
UBIQUITI INC | CS | 90353W103 | 87,512 | 501,330 | SH | SOLE | 389,853 | 0 | 111,477 | ||
UNDER ARMOUR INC CL A | CS | 904311107 | 30,261 | 3,106,899 | SH | SOLE | 2,415,891 | 0 | 691,008 | ||
URBAN OUTFITTERS INC COM | CS | 917047102 | 13,478 | 885,560 | SH | SOLE | 684,460 | 0 | 201,100 | ||
VARIAN MED SYS INC COM | CS | 92220P105 | 62,258 | 508,149 | SH | SOLE | 393,725 | 0 | 114,424 | ||
VIASAT INC COM | CS | 92552V100 | 42,323 | 1,103,013 | SH | SOLE | 935,286 | 0 | 167,727 | ||
ZUMIEZ INC COM | CS | 989817101 | 5,633 | 205,716 | SH | SOLE | 205,716 | 0 | 0 |