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 |
2U Inc | COM | 90214J101 | 6,992 | 176,308 | SH | SOLE | 89,288 | 0 | 87,020 | ||
8x8 Inc | COM | 282914100 | 4,465 | 292,848 | SH | SOLE | 218,001 | 0 | 74,847 | ||
Abiomed Inc | COM | 003654100 | 24,032 | 191,953 | SH | SOLE | 125,591 | 0 | 66,362 | ||
Accelerate Diagnostics Inc | COM | 00430H102 | 8,165 | 337,409 | SH | SOLE | 175,844 | 0 | 161,565 | ||
Adobe Systems Inc | COM | 00724F101 | 4,510 | 34,658 | SH | SOLE | 34,658 | 0 | 0 | ||
Align Technology Inc | COM | 016255101 | 7,662 | 66,796 | SH | SOLE | 66,796 | 0 | 0 | ||
Alphabet Inc-CL C | COM | 02079K107 | 3,796 | 4,577 | SH | SOLE | 4,577 | 0 | 0 | ||
Alphabet Inc-Cl A | COM | 02079K305 | 2,813 | 3,318 | SH | SOLE | 3,318 | 0 | 0 | ||
Amazon.Com | COM | 023135106 | 7,192 | 8,113 | SH | SOLE | 8,113 | 0 | 0 | ||
American Woodmark Corp | COM | 030506109 | 6,780 | 73,861 | SH | SOLE | 37,379 | 0 | 36,482 | ||
Ameris Bancorp | COM | 03076K108 | 14,552 | 315,681 | SH | SOLE | 213,353 | 0 | 102,328 | ||
Apogee Enterprises Inc | COM | 037598109 | 17,683 | 296,646 | SH | SOLE | 193,154 | 0 | 103,492 | ||
Apple Computer Inc | COM | 037833100 | 7,425 | 51,687 | SH | SOLE | 51,687 | 0 | 0 | ||
Astec Industries | COM | 046224101 | 9,676 | 157,353 | SH | SOLE | 101,451 | 0 | 55,902 | ||
At Home Group Inc | COM | 04650Y100 | 6,107 | 402,863 | SH | SOLE | 210,146 | 0 | 192,717 | ||
Axogen Inc | COM | 05463X106 | 5,561 | 532,196 | SH | SOLE | 383,241 | 0 | 148,955 | ||
BHP Billiton Ltd | COM | 088606108 | 515 | 14,187 | SH | SOLE | 14,187 | 0 | 0 | ||
Blackrock Inc | COM | 09247X101 | 261 | 682 | SH | SOLE | 682 | 0 | 0 | ||
Boingo Wireless Inc | COM | 09739C102 | 9,833 | 757,021 | SH | SOLE | 563,196 | 0 | 193,825 | ||
Box Inc. | COM | 10316T104 | 11,089 | 679,930 | SH | SOLE | 438,465 | 0 | 241,465 | ||
Calavo Growers Inc | COM | 128246105 | 1,910 | 31,521 | SH | SOLE | 22,699 | 0 | 8,822 | ||
Cardiovascular Systems | COM | 141619106 | 10,706 | 378,647 | SH | SOLE | 325,479 | 0 | 53,168 | ||
Celadon Group Inc | COM | 150838100 | 2,027 | 309,579 | SH | SOLE | 222,956 | 0 | 86,623 | ||
Celgene Corporation | COM | 151020104 | 2,260 | 18,166 | SH | SOLE | 18,166 | 0 | 0 | ||
Cognex Corporation | COM | 192422103 | 21,833 | 260,073 | SH | SOLE | 167,977 | 0 | 92,096 | ||
Coherent, Inc. | COM | 192479103 | 14,388 | 69,970 | SH | SOLE | 47,543 | 0 | 22,427 | ||
Costar Group Inc | COM | 22160N109 | 22,647 | 109,290 | SH | SOLE | 74,924 | 0 | 34,366 | ||
Costco Wholesale Corp | COM | 22160K105 | 3,685 | 21,978 | SH | SOLE | 21,978 | 0 | 0 | ||
Covenant Transport Group | COM | 22284P105 | 4,856 | 258,341 | SH | SOLE | 186,039 | 0 | 72,302 | ||
D R Horton, Inc. | COM | 23331A109 | 3,678 | 110,429 | SH | SOLE | 110,429 | 0 | 0 | ||
Diamondback Energy Inc. | COM | 25278X109 | 2,542 | 24,513 | SH | SOLE | 24,513 | 0 | 0 | ||
Dycom Industries, Inc | COM | 267475101 | 21,773 | 234,252 | SH | SOLE | 152,671 | 0 | 81,581 | ||
Eagle Materials Inc | COM | 26969P108 | 16,263 | 167,426 | SH | SOLE | 122,286 | 0 | 45,140 | ||
Edwards Lifesciences Corp | COM | 28176E108 | 3,725 | 39,607 | SH | SOLE | 39,607 | 0 | 0 | ||
Ellie Mae Inc | COM | 28849P100 | 10,094 | 100,670 | SH | SOLE | 65,740 | 0 | 34,930 | ||
Epam Systems | COM | 29414B104 | 640 | 8,481 | SH | SOLE | 4,293 | 0 | 4,188 | ||
Equifax Inc | COM | 294429105 | 2,666 | 19,498 | SH | SOLE | 19,498 | 0 | 0 | ||
Equinix Inc | COM | 29444U700 | 1,615 | 4,035 | SH | SOLE | 4,035 | 0 | 0 | ||
Essent Group Ltd | COM | G3198U102 | 6,613 | 182,834 | SH | SOLE | 182,834 | 0 | 0 | ||
Euronet Worldwide Inc | COM | 298736109 | 5,997 | 70,129 | SH | SOLE | 70,129 | 0 | 0 | ||
Everbridge Inc. | COM | 29978A104 | 8,351 | 406,786 | SH | SOLE | 297,239 | 0 | 109,547 | ||
Evolent Health Inc. - A | COM | 30050B101 | 7,006 | 314,200 | SH | SOLE | 159,085 | 0 | 155,115 | ||
Facebook Inc | COM | 30303M102 | 4,810 | 33,867 | SH | SOLE | 33,867 | 0 | 0 | ||
Fedex Corporation | COM | 31428X106 | 3,255 | 16,680 | SH | SOLE | 16,680 | 0 | 0 | ||
Financial Engines Inc | COM | 317485100 | 9,957 | 228,643 | SH | SOLE | 147,483 | 0 | 81,160 | ||
Finisar Corporation | COM | 31787A507 | 6,496 | 237,629 | SH | SOLE | 120,255 | 0 | 117,374 | ||
Five9, Inc. | COM | 338307101 | 11,368 | 690,698 | SH | SOLE | 423,909 | 0 | 266,789 | ||
Gencor Industries Inc | COM | 368678108 | 1,916 | 128,166 | SH | SOLE | 92,296 | 0 | 35,870 | ||
Glaukos Corp | COM | 377322102 | 26,699 | 520,463 | SH | SOLE | 301,869 | 0 | 218,594 | ||
Goldman Sachs Group Com | COM | 38141G104 | 2,808 | 12,225 | SH | SOLE | 12,225 | 0 | 0 | ||
Granite Construction Inc | COM | 387328107 | 18,119 | 361,024 | SH | SOLE | 236,212 | 0 | 124,812 | ||
Guidewire Software | COM | 40171V100 | 9,317 | 165,406 | SH | SOLE | 107,886 | 0 | 57,520 | ||
Habit Restaurants Inc. (The) | COM | 40449J103 | 5,513 | 311,498 | SH | SOLE | 227,373 | 0 | 84,125 | ||
Halliburton Co Com | COM | 406216101 | 2,199 | 44,689 | SH | SOLE | 44,689 | 0 | 0 | ||
HealthEquity Inc. | COM | 42226A107 | 27,757 | 653,894 | SH | SOLE | 427,124 | 0 | 226,770 | ||
Hologic Inc | COM | 436440101 | 1,839 | 43,239 | SH | SOLE | 43,239 | 0 | 0 | ||
HubSpot Inc | COM | 443573100 | 14,334 | 236,738 | SH | SOLE | 146,181 | 0 | 90,557 | ||
Humana Inc | COM | 444859102 | 908 | 4,409 | SH | SOLE | 4,409 | 0 | 0 | ||
Hunt (JB) Transport Services | COM | 445658107 | 5,550 | 60,499 | SH | SOLE | 60,499 | 0 | 0 | ||
IPG Photonics Corp | COM | 44980X109 | 2,530 | 20,963 | SH | SOLE | 20,963 | 0 | 0 | ||
IRhythm Technologies | COM | 450056106 | 6,355 | 169,023 | SH | SOLE | 125,831 | 0 | 43,192 | ||
Impinj Inc | COM | 453204109 | 5,725 | 189,140 | SH | SOLE | 160,383 | 0 | 28,757 | ||
Independent Bank Group | COM | 45384B106 | 9,832 | 152,911 | SH | SOLE | 78,897 | 0 | 74,014 | ||
Inogen Inc | COM | 45780L104 | 13,490 | 173,935 | SH | SOLE | 100,620 | 0 | 73,315 | ||
Inphi Corp | COM | 45772F107 | 9,590 | 196,446 | SH | SOLE | 111,323 | 0 | 85,123 | ||
Intuit | COM | 461202103 | 1,840 | 15,871 | SH | SOLE | 15,871 | 0 | 0 | ||
Intuitive Surgical Inc. | COM | 46120E602 | 2,364 | 3,085 | SH | SOLE | 3,085 | 0 | 0 | ||
Iridex Corporation | COM | 462684101 | 1,598 | 134,694 | SH | SOLE | 97,000 | 0 | 37,694 | ||
K2M Group Holdings Inc | COM | 48273J107 | 11,355 | 553,654 | SH | SOLE | 327,491 | 0 | 226,163 | ||
Kingstone Cos Inc | COM | 496719105 | 780 | 48,951 | SH | SOLE | 35,236 | 0 | 13,715 | ||
Kinsale Capital Group | COM | 49714P108 | 14,527 | 453,418 | SH | SOLE | 271,094 | 0 | 182,324 | ||
Knight Transportation | COM | 499064103 | 16,400 | 523,155 | SH | SOLE | 341,859 | 0 | 181,296 | ||
Kornit Digital Ltd | COM | M6372Q113 | 3,493 | 182,887 | SH | SOLE | 131,704 | 0 | 51,183 | ||
LGI Homes Inc. | COM | 50187T106 | 14,208 | 419,002 | SH | SOLE | 259,595 | 0 | 159,407 | ||
Ligand Pharmaceuticals | COM | 53220K504 | 15,156 | 143,202 | SH | SOLE | 85,032 | 0 | 58,170 | ||
Limbach Holdings INc | COM | 53263P105 | 2,070 | 148,630 | SH | SOLE | 107,039 | 0 | 41,591 | ||
MACOM Technology Solutions Hol | COM | 55405Y100 | 8,080 | 167,289 | SH | SOLE | 108,049 | 0 | 59,240 | ||
MASTERcARD, Inc. | COM | 57636Q104 | 3,840 | 34,147 | SH | SOLE | 34,147 | 0 | 0 | ||
Manitex International | COM | 563420108 | 1,761 | 262,939 | SH | SOLE | 195,787 | 0 | 67,152 | ||
Marinemax Inc | COM | 567908108 | 5,822 | 268,920 | SH | SOLE | 193,657 | 0 | 75,263 | ||
Marketaxess Holdings Inc | COM | 57060D108 | 31,420 | 167,583 | SH | SOLE | 109,367 | 0 | 58,216 | ||
Marten Transport | COM | 573075108 | 8,837 | 376,864 | SH | SOLE | 216,534 | 0 | 160,330 | ||
Mazor Robotics Ltd, Spon ADR | COM | 57886P103 | 3,141 | 105,524 | SH | SOLE | 75,993 | 0 | 29,531 | ||
Meta Financial Group, Inc. | COM | 59100U108 | 2,042 | 23,081 | SH | SOLE | 16,617 | 0 | 6,464 | ||
Microsoft Corp. | COM | 594918104 | 3,762 | 57,131 | SH | SOLE | 57,131 | 0 | 0 | ||
Mindbody Inc | COM | 60255W105 | 16,427 | 598,439 | SH | SOLE | 378,878 | 0 | 219,561 | ||
Monolithic Power Systems, Inc | COM | 609839105 | 10,297 | 111,806 | SH | SOLE | 56,696 | 0 | 55,110 | ||
Monster Beverage Corp | COM | 61174X109 | 3,577 | 77,488 | SH | SOLE | 77,488 | 0 | 0 | ||
NMI Holdings | COM | 629209305 | 14,671 | 1,286,956 | SH | SOLE | 787,337 | 0 | 499,619 | ||
Neff Corp | COM | 640094207 | 8,865 | 455,786 | SH | SOLE | 328,225 | 0 | 127,561 | ||
Neogenomics Inc | COM | 64049M209 | 16,421 | 2,081,275 | SH | SOLE | 1,254,258 | 0 | 827,017 | ||
Netflix.com Inc. | COM | 64110L106 | 1,761 | 11,916 | SH | SOLE | 11,916 | 0 | 0 | ||
Nevro Corp | COM | 64157F103 | 20,007 | 213,526 | SH | SOLE | 145,338 | 0 | 68,188 | ||
Norwegian Cruise Line Holdings | COM | G66721104 | 215 | 4,254 | SH | SOLE | 4,254 | 0 | 0 | ||
Nvidia Corporation | COM | 67066G104 | 4,592 | 42,164 | SH | SOLE | 42,164 | 0 | 0 | ||
NxStage Medical Inc | COM | 67072V103 | 14,635 | 545,480 | SH | SOLE | 376,064 | 0 | 169,416 | ||
O'Reilly Automotive Inc | COM | 67103H107 | 3,348 | 12,410 | SH | SOLE | 12,410 | 0 | 0 | ||
Oclaro Inc | COM | 67555N206 | 10,041 | 1,022,512 | SH | SOLE | 659,663 | 0 | 362,849 | ||
Old Dominion Freight Line | COM | 679580100 | 12,324 | 144,024 | SH | SOLE | 75,502 | 0 | 68,522 | ||
Ollie's Bargain Outlet | COM | 681116109 | 3,077 | 91,866 | SH | SOLE | 91,866 | 0 | 0 | ||
On Assignment, Inc | COM | 682159108 | 3,092 | 63,721 | SH | SOLE | 63,721 | 0 | 0 | ||
Pacific Premier Bancorp Inc | COM | 69478X105 | 1,429 | 37,071 | SH | SOLE | 37,071 | 0 | 0 | ||
Paycom Software Inc | COM | 70432V102 | 3,339 | 58,068 | SH | SOLE | 58,068 | 0 | 0 | ||
Penumbra INc. | COM | 70975L107 | 11,848 | 141,981 | SH | SOLE | 101,086 | 0 | 40,895 | ||
Priceline Group Inc. (The) | COM | 741503403 | 2,762 | 1,552 | SH | SOLE | 1,552 | 0 | 0 | ||
Primo Water Corp | COM | 74165N105 | 4,072 | 299,867 | SH | SOLE | 215,914 | 0 | 83,953 | ||
Primoris Services Corp | COM | 74164F103 | 10,137 | 436,600 | SH | SOLE | 281,746 | 0 | 154,854 | ||
Proofpoint Inc. | COM | 743424103 | 23,710 | 318,864 | SH | SOLE | 198,606 | 0 | 120,258 | ||
Pros Hldgs Inc | COM | 74346Y103 | 1,029 | 42,576 | SH | SOLE | 30,613 | 0 | 11,963 | ||
Q2 Holdings | COM | 74736L109 | 13,775 | 395,285 | SH | SOLE | 333,121 | 0 | 62,164 | ||
Quanta Services, Inc. | COM | 74762E102 | 9,121 | 245,785 | SH | SOLE | 157,274 | 0 | 88,511 | ||
Quotient Technology Inc | COM | 749119103 | 20,105 | 2,105,310 | SH | SOLE | 1,373,645 | 0 | 731,665 | ||
RSP Permian Inc | COM | 74978Q105 | 6,861 | 165,615 | SH | SOLE | 80,230 | 0 | 85,385 | ||
Regeneron Pharmaceuticals | COM | 75886f107 | 1,663 | 4,294 | SH | SOLE | 4,294 | 0 | 0 | ||
SLM Corporation | COM | 78442P106 | 10,431 | 862,128 | SH | SOLE | 584,683 | 0 | 277,445 | ||
Salesforce.com Inc | COM | 79466L302 | 2,368 | 28,717 | SH | SOLE | 28,717 | 0 | 0 | ||
Schlumberger | COM | 806857108 | 1,888 | 24,181 | SH | SOLE | 24,181 | 0 | 0 | ||
Shopify Inc | COM | 82509L107 | 23,452 | 344,439 | SH | SOLE | 224,846 | 0 | 119,593 | ||
Sirius Satellite Radio | COM | 82968B103 | 2,394 | 464,955 | SH | SOLE | 464,955 | 0 | 0 | ||
Square Inc | COM | 852234103 | 1,751 | 101,379 | SH | SOLE | 101,379 | 0 | 0 | ||
Stamps.com, Inc. | COM | 852857200 | 21,170 | 178,883 | SH | SOLE | 116,881 | 0 | 62,002 | ||
Starbucks Corp. | COM | 855244109 | 1,074 | 18,405 | SH | SOLE | 18,405 | 0 | 0 | ||
Summit Materials Inc | COM | 86614U100 | 13,294 | 538,018 | SH | SOLE | 351,580 | 0 | 186,438 | ||
Tactile Systems Technology | COM | 87357P100 | 2,083 | 109,972 | SH | SOLE | 79,184 | 0 | 30,788 | ||
Talend SA- ADR | COM | 874224207 | 13,591 | 456,403 | SH | SOLE | 315,019 | 0 | 141,384 | ||
TechTarget | COM | 87874R100 | 2,991 | 331,287 | SH | SOLE | 238,592 | 0 | 92,695 | ||
Titan International | COM | 88830M102 | 4,754 | 459,859 | SH | SOLE | 331,158 | 0 | 128,701 | ||
Trex Company Inc | COM | 89531P105 | 6,221 | 89,661 | SH | SOLE | 45,374 | 0 | 44,287 | ||
US Concrete | COM | 90333L201 | 27,198 | 421,360 | SH | SOLE | 237,817 | 0 | 183,543 | ||
USA Technologies | COM | 90328S500 | 4,735 | 1,114,270 | SH | SOLE | 802,419 | 0 | 311,851 | ||
Ulta Beauty Inc. | COM | 90384S303 | 2,579 | 9,045 | SH | SOLE | 9,045 | 0 | 0 | ||
Ultimate Software Group Inc. | COM | 90385D107 | 10,322 | 52,879 | SH | SOLE | 36,815 | 0 | 16,064 | ||
Union Pacific Corp | COM | 907818108 | 3,587 | 33,872 | SH | SOLE | 33,872 | 0 | 0 | ||
United Rentals Inc | COM | 911363109 | 1,281 | 10,250 | SH | SOLE | 10,250 | 0 | 0 | ||
Veeva Systems Inc. Class A` | COM | 922475108 | 8,767 | 170,980 | SH | SOLE | 170,980 | 0 | 0 | ||
Viewray Inc. | COM | 92672L107 | 2,987 | 351,018 | SH | SOLE | 252,754 | 0 | 98,264 | ||
Visa Inc | COM | 92826C839 | 3,772 | 42,450 | SH | SOLE | 42,450 | 0 | 0 | ||
Vulcan Materials Co | COM | 929160109 | 1,889 | 15,687 | SH | SOLE | 15,687 | 0 | 0 | ||
Wabco Holdings Inc | COM | 92927K102 | 2,509 | 21,373 | SH | SOLE | 21,373 | 0 | 0 | ||
Wageworks Inc | COM | 930427109 | 24,160 | 334,171 | SH | SOLE | 216,904 | 0 | 117,267 | ||
Wal-Mart Stores, Inc. | COM | 931142103 | 3,392 | 47,063 | SH | SOLE | 47,063 | 0 | 0 | ||
William Lyon Homes | COM | 552074700 | 2,607 | 126,445 | SH | SOLE | 91,061 | 0 | 35,384 | ||
Wingstop Inc | COM | 974155103 | 10,401 | 367,791 | SH | SOLE | 206,570 | 0 | 161,221 | ||
Wix.com Ltd | COM | M98068105 | 10,118 | 149,026 | SH | SOLE | 96,120 | 0 | 52,906 | ||
Wynn Resorts | COM | 983134107 | 2,714 | 23,683 | SH | SOLE | 23,683 | 0 | 0 | ||
Xactly Corp | COM | 98386L101 | 7,586 | 637,502 | SH | SOLE | 521,051 | 0 | 116,451 | ||
Zoe's Kitchen Inc. | COM | 98979J109 | 1,950 | 105,450 | SH | SOLE | 78,022 | 0 | 27,428 |