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 | 8,120 | 173,079 | SH | SOLE | 91,309 | 0 | 81,770 | ||
8x8 Inc | COM | 282914100 | 2,507 | 172,332 | SH | SOLE | 128,030 | 0 | 44,302 | ||
A.S.V. LLC | COM | 00215L104 | 3,425 | 420,336 | SH | SOLE | 312,102 | 0 | 108,234 | ||
Abiomed Inc | COM | 003654100 | 20,471 | 142,861 | SH | SOLE | 80,503 | 0 | 62,358 | ||
Accelerate Diagnostics Inc | COM | 00430H102 | 14,335 | 524,161 | SH | SOLE | 289,411 | 0 | 234,750 | ||
Activision Blizzard Inc | COM | 00507V109 | 1,147 | 19,932 | SH | SOLE | 19,932 | 0 | 0 | ||
Adobe Systems Inc | COM | 00724F101 | 4,538 | 32,086 | SH | SOLE | 32,086 | 0 | 0 | ||
Advanced Micro Devices | COM | 007903107 | 3,286 | 263,337 | SH | SOLE | 263,337 | 0 | 0 | ||
Aerie Pharmaceuticals inc | COM | 00771V108 | 7,256 | 138,084 | SH | SOLE | 75,631 | 0 | 62,453 | ||
Air Transport Services Group | COM | 00922R105 | 797 | 36,633 | SH | SOLE | 36,633 | 0 | 0 | ||
Align Technology Inc | COM | 016255101 | 3,595 | 23,950 | SH | SOLE | 23,950 | 0 | 0 | ||
Alphabet Inc-CL C | COM | 02079K107 | 3,846 | 4,233 | SH | SOLE | 4,233 | 0 | 0 | ||
Alphabet Inc-Cl A | COM | 02079K305 | 2,844 | 3,060 | SH | SOLE | 3,060 | 0 | 0 | ||
Amazon.Com | COM | 023135106 | 5,789 | 5,981 | SH | SOLE | 5,981 | 0 | 0 | ||
American Woodmark Corp | COM | 030506109 | 6,741 | 70,557 | SH | SOLE | 36,277 | 0 | 34,280 | ||
Ameris Bancorp | COM | 03076K108 | 14,706 | 305,108 | SH | SOLE | 171,007 | 0 | 134,101 | ||
Apogee Enterprises Inc | COM | 037598109 | 14,789 | 260,204 | SH | SOLE | 145,887 | 0 | 114,317 | ||
Apple Computer Inc | COM | 037833100 | 5,425 | 37,673 | SH | SOLE | 37,673 | 0 | 0 | ||
Astec Industries | COM | 046224101 | 9,078 | 163,556 | SH | SOLE | 89,592 | 0 | 73,964 | ||
Axogen Inc | COM | 05463X106 | 8,848 | 528,278 | SH | SOLE | 379,323 | 0 | 148,955 | ||
BHP Billiton Ltd | COM | 088606108 | 273 | 7,691 | SH | SOLE | 7,691 | 0 | 0 | ||
Blackline Inc | COM | 09239B109 | 1,174 | 32,872 | SH | SOLE | 16,993 | 0 | 15,879 | ||
Blackrock Inc | COM | 09247X101 | 288 | 682 | SH | SOLE | 682 | 0 | 0 | ||
Boingo Wireless Inc | COM | 09739C102 | 9,038 | 604,149 | SH | SOLE | 448,581 | 0 | 155,568 | ||
Box Inc. | COM | 10316T104 | 9,323 | 511,137 | SH | SOLE | 284,233 | 0 | 226,904 | ||
Byline Bancorp | COM | 124411109 | 4,639 | 231,400 | SH | SOLE | 169,081 | 0 | 62,319 | ||
Calavo Growers Inc | COM | 128246105 | 2,160 | 31,287 | SH | SOLE | 22,465 | 0 | 8,822 | ||
Cardiovascular Systems | COM | 141619106 | 7,360 | 228,375 | SH | SOLE | 175,207 | 0 | 53,168 | ||
Celgene Corporation | COM | 151020104 | 2,564 | 19,749 | SH | SOLE | 19,749 | 0 | 0 | ||
Chegg Inc | COM | 163092109 | 516 | 41,987 | SH | SOLE | 41,987 | 0 | 0 | ||
Cintas Corp | COM | 172908105 | 3,282 | 26,046 | SH | SOLE | 26,046 | 0 | 0 | ||
Cognex Corporation | COM | 192422103 | 13,360 | 157,362 | SH | SOLE | 87,146 | 0 | 70,216 | ||
Coherent, Inc. | COM | 192479103 | 19,252 | 85,572 | SH | SOLE | 47,635 | 0 | 37,937 | ||
Costar Group Inc | COM | 22160N109 | 21,434 | 81,315 | SH | SOLE | 49,022 | 0 | 32,293 | ||
Costco Wholesale Corp | COM | 22160K105 | 1,179 | 7,377 | SH | SOLE | 7,377 | 0 | 0 | ||
Covenant Transport Group | COM | 22284P105 | 4,495 | 256,424 | SH | SOLE | 184,122 | 0 | 72,302 | ||
Cryolife Inc | COM | 228903100 | 2,329 | 116,760 | SH | SOLE | 83,788 | 0 | 32,972 | ||
D R Horton, Inc. | COM | 23331A109 | 692 | 20,029 | SH | SOLE | 20,029 | 0 | 0 | ||
Diamondback Energy Inc. | COM | 25278X109 | 393 | 4,430 | SH | SOLE | 4,430 | 0 | 0 | ||
Dycom Industries, Inc | COM | 267475101 | 15,420 | 172,256 | SH | SOLE | 95,595 | 0 | 76,661 | ||
Eagle Materials Inc | COM | 26969P108 | 9,481 | 102,589 | SH | SOLE | 60,173 | 0 | 42,416 | ||
Edwards Lifesciences Corp | COM | 28176E108 | 3,624 | 30,650 | SH | SOLE | 30,650 | 0 | 0 | ||
Ellie Mae Inc | COM | 28849P100 | 10,679 | 97,162 | SH | SOLE | 54,560 | 0 | 42,602 | ||
Epam Systems | COM | 29414B104 | 6,815 | 81,056 | SH | SOLE | 41,702 | 0 | 39,354 | ||
Equifax Inc | COM | 294429105 | 2,490 | 18,121 | SH | SOLE | 18,121 | 0 | 0 | ||
Equinix Inc | COM | 29444U700 | 1,641 | 3,826 | SH | SOLE | 3,826 | 0 | 0 | ||
Essent Group Ltd | COM | G3198U102 | 1,230 | 33,118 | SH | SOLE | 33,118 | 0 | 0 | ||
Euronet Worldwide Inc | COM | 298736109 | 1,107 | 12,672 | SH | SOLE | 12,672 | 0 | 0 | ||
Everbridge Inc. | COM | 29978A104 | 8,664 | 355,704 | SH | SOLE | 259,525 | 0 | 96,179 | ||
Evolent Health Inc. - A | COM | 30050B101 | 13,550 | 534,543 | SH | SOLE | 278,598 | 0 | 255,945 | ||
Exact Sciences Corp | COM | 30063P105 | 7,698 | 217,651 | SH | SOLE | 115,142 | 0 | 102,509 | ||
Facebook Inc | COM | 30303M102 | 4,742 | 31,413 | SH | SOLE | 31,413 | 0 | 0 | ||
Fedex Corporation | COM | 31428X106 | 3,349 | 15,410 | SH | SOLE | 15,410 | 0 | 0 | ||
Financial Engines Inc | COM | 317485100 | 6,167 | 168,515 | SH | SOLE | 92,250 | 0 | 76,265 | ||
Five9, Inc. | COM | 338307101 | 15,223 | 707,425 | SH | SOLE | 443,444 | 0 | 263,981 | ||
Gencor Industries Inc | COM | 368678108 | 2,061 | 127,224 | SH | SOLE | 91,354 | 0 | 35,870 | ||
Glaukos Corp | COM | 377322102 | 17,440 | 420,548 | SH | SOLE | 244,513 | 0 | 176,035 | ||
Goldman Sachs Group Com | COM | 38141G104 | 4,219 | 19,014 | SH | SOLE | 19,014 | 0 | 0 | ||
Granite Construction Inc | COM | 387328107 | 18,653 | 386,673 | SH | SOLE | 216,966 | 0 | 169,707 | ||
Guidewire Software | COM | 40171V100 | 7,327 | 106,646 | SH | SOLE | 59,955 | 0 | 46,691 | ||
Habit Restaurants Inc. (The) | COM | 40449J103 | 2,336 | 147,897 | SH | SOLE | 109,858 | 0 | 38,039 | ||
HealthEquity Inc. | COM | 42226A107 | 18,836 | 378,007 | SH | SOLE | 212,015 | 0 | 165,992 | ||
HubSpot Inc | COM | 443573100 | 7,638 | 116,180 | SH | SOLE | 64,389 | 0 | 51,791 | ||
Hunt (JB) Transport Services | COM | 445658107 | 1,834 | 20,080 | SH | SOLE | 20,080 | 0 | 0 | ||
IPG Photonics Corp | COM | 44980X109 | 801 | 5,527 | SH | SOLE | 5,527 | 0 | 0 | ||
IRhythm Technologies | COM | 450056106 | 23,958 | 563,870 | SH | SOLE | 336,857 | 0 | 227,013 | ||
Impinj Inc | COM | 453204109 | 1,780 | 36,603 | SH | SOLE | 26,273 | 0 | 10,330 | ||
Independent Bank Group | COM | 45384B106 | 10,354 | 174,022 | SH | SOLE | 92,126 | 0 | 81,896 | ||
Inogen Inc | COM | 45780L104 | 7,020 | 73,573 | SH | SOLE | 38,914 | 0 | 34,659 | ||
Inphi Corp | COM | 45772F107 | 1,664 | 48,524 | SH | SOLE | 35,958 | 0 | 12,566 | ||
Intuit | COM | 461202103 | 1,944 | 14,638 | SH | SOLE | 14,638 | 0 | 0 | ||
Intuitive Surgical Inc. | COM | 46120E602 | 2,605 | 2,785 | SH | SOLE | 2,785 | 0 | 0 | ||
K2M Group Holdings Inc | COM | 48273J107 | 12,948 | 531,552 | SH | SOLE | 315,849 | 0 | 215,703 | ||
Kingstone Cos Inc | COM | 496719105 | 2,061 | 134,734 | SH | SOLE | 96,568 | 0 | 38,166 | ||
Kinsale Capital Group | COM | 49714P108 | 28,373 | 760,469 | SH | SOLE | 443,207 | 0 | 317,262 | ||
Knight Transportation | COM | 499064103 | 14,411 | 388,978 | SH | SOLE | 218,620 | 0 | 170,358 | ||
Kornit Digital Ltd | COM | M6372Q113 | 4,359 | 225,294 | SH | SOLE | 161,718 | 0 | 63,576 | ||
LGI Homes Inc. | COM | 50187T106 | 16,378 | 407,636 | SH | SOLE | 254,827 | 0 | 152,809 | ||
Ligand Pharmaceuticals | COM | 53220K504 | 14,572 | 120,038 | SH | SOLE | 65,380 | 0 | 54,658 | ||
Limbach Holdings INc | COM | 53263P105 | 2,548 | 212,578 | SH | SOLE | 152,586 | 0 | 59,992 | ||
MACOM Technology Solutions Hol | COM | 55405Y100 | 6,863 | 123,075 | SH | SOLE | 67,386 | 0 | 55,689 | ||
MASTERcARD, Inc. | COM | 57636Q104 | 4,183 | 34,449 | SH | SOLE | 34,449 | 0 | 0 | ||
Manitex International | COM | 563420108 | 1,823 | 261,177 | SH | SOLE | 194,025 | 0 | 67,152 | ||
Marinemax Inc | COM | 567908108 | 5,218 | 266,924 | SH | SOLE | 191,661 | 0 | 75,263 | ||
Marketaxess Holdings Inc | COM | 57060D108 | 25,544 | 127,025 | SH | SOLE | 72,319 | 0 | 54,706 | ||
Marten Transport | COM | 573075108 | 9,984 | 364,410 | SH | SOLE | 211,724 | 0 | 152,686 | ||
Meta Financial Group, Inc. | COM | 59100U108 | 3,777 | 42,443 | SH | SOLE | 30,449 | 0 | 11,994 | ||
Microsoft Corp. | COM | 594918104 | 3,657 | 53,059 | SH | SOLE | 53,059 | 0 | 0 | ||
Mindbody Inc | COM | 60255W105 | 3,974 | 146,111 | SH | SOLE | 104,846 | 0 | 41,265 | ||
Monolithic Power Systems, Inc | COM | 609839105 | 7,742 | 80,312 | SH | SOLE | 41,271 | 0 | 39,041 | ||
Monster Beverage Corp | COM | 61174X109 | 1,238 | 24,936 | SH | SOLE | 24,936 | 0 | 0 | ||
NMI Holdings | COM | 629209305 | 15,056 | 1,314,973 | SH | SOLE | 805,091 | 0 | 509,882 | ||
Neff Corp | COM | 640094207 | 8,595 | 452,402 | SH | SOLE | 324,841 | 0 | 127,561 | ||
Neogenomics Inc | COM | 64049M209 | 22,737 | 2,537,683 | SH | SOLE | 1,502,096 | 0 | 1,035,587 | ||
Netflix.com Inc. | COM | 64110L106 | 1,125 | 7,531 | SH | SOLE | 7,531 | 0 | 0 | ||
Norwegian Cruise Line Holdings | COM | G66721104 | 230 | 4,254 | SH | SOLE | 4,254 | 0 | 0 | ||
Nvidia Corporation | COM | 67066G104 | 1,501 | 10,390 | SH | SOLE | 10,390 | 0 | 0 | ||
NxStage Medical Inc | COM | 67072V103 | 9,292 | 370,679 | SH | SOLE | 211,491 | 0 | 159,188 | ||
Oclaro Inc | COM | 67555N206 | 6,462 | 691,890 | SH | SOLE | 378,959 | 0 | 312,931 | ||
Old Dominion Freight Line | COM | 679580100 | 13,117 | 137,736 | SH | SOLE | 73,350 | 0 | 64,386 | ||
Ollie's Bargain Outlet | COM | 681116109 | 707 | 16,603 | SH | SOLE | 16,603 | 0 | 0 | ||
On Assignment, Inc | COM | 682159108 | 620 | 11,461 | SH | SOLE | 11,461 | 0 | 0 | ||
Orasure Technologies Inc. | COM | 68554V108 | 2,475 | 143,397 | SH | SOLE | 102,883 | 0 | 40,514 | ||
Pacific Premier Bancorp Inc | COM | 69478X105 | 986 | 26,726 | SH | SOLE | 26,726 | 0 | 0 | ||
Pacira Pharmaceuticals | COM | 695127100 | 491 | 10,311 | SH | SOLE | 10,311 | 0 | 0 | ||
Paycom Software Inc | COM | 70432V102 | 715 | 10,452 | SH | SOLE | 10,452 | 0 | 0 | ||
Penumbra INc. | COM | 70975L107 | 7,875 | 89,752 | SH | SOLE | 51,325 | 0 | 38,427 | ||
Priceline Group Inc. (The) | COM | 741503403 | 3,406 | 1,821 | SH | SOLE | 1,821 | 0 | 0 | ||
Primo Water Corp | COM | 74165N105 | 4,333 | 341,235 | SH | SOLE | 244,863 | 0 | 96,372 | ||
Primoris Services Corp | COM | 74164F103 | 8,021 | 321,612 | SH | SOLE | 176,100 | 0 | 145,512 | ||
Progressive Corp | COM | 743315103 | 2,485 | 56,380 | SH | SOLE | 56,380 | 0 | 0 | ||
Proofpoint Inc. | COM | 743424103 | 6,887 | 79,323 | SH | SOLE | 44,682 | 0 | 34,641 | ||
Pros Hldgs Inc | COM | 74346Y103 | 3,048 | 111,310 | SH | SOLE | 79,853 | 0 | 31,457 | ||
Q2 Holdings | COM | 74736L109 | 14,477 | 391,815 | SH | SOLE | 267,357 | 0 | 124,458 | ||
Quanta Services, Inc. | COM | 74762E102 | 15,066 | 457,668 | SH | SOLE | 258,088 | 0 | 199,580 | ||
Quotient Technology Inc | COM | 749119103 | 22,669 | 1,971,221 | SH | SOLE | 1,168,077 | 0 | 803,144 | ||
RBC Bearnings | COM | 75524B104 | 10,852 | 106,650 | SH | SOLE | 58,373 | 0 | 48,277 | ||
Realpage Inc | COM | 75606N109 | 460 | 12,822 | SH | SOLE | 12,822 | 0 | 0 | ||
Regeneron Pharmaceuticals | COM | 75886f107 | 1,903 | 3,876 | SH | SOLE | 3,876 | 0 | 0 | ||
SLM Corporation | COM | 78442P106 | 7,804 | 678,656 | SH | SOLE | 384,365 | 0 | 294,291 | ||
Salesforce.com Inc | COM | 79466L302 | 1,666 | 19,245 | SH | SOLE | 19,245 | 0 | 0 | ||
Shopify Inc | COM | 82509L107 | 7,662 | 88,176 | SH | SOLE | 49,913 | 0 | 38,263 | ||
Skyworks Solutions, Inc. | COM | 83088M102 | 238 | 2,487 | SH | SOLE | 2,487 | 0 | 0 | ||
Square Inc | COM | 852234103 | 2,196 | 93,620 | SH | SOLE | 93,620 | 0 | 0 | ||
Stamps.com, Inc. | COM | 852857200 | 15,288 | 98,714 | SH | SOLE | 55,346 | 0 | 43,368 | ||
Starbucks Corp. | COM | 855244109 | 991 | 16,996 | SH | SOLE | 16,996 | 0 | 0 | ||
Summit Materials Inc | COM | 86614U100 | 11,518 | 398,992 | SH | SOLE | 223,802 | 0 | 175,190 | ||
Tactile Systems Technology | COM | 87357P100 | 4,679 | 163,716 | SH | SOLE | 117,514 | 0 | 46,202 | ||
Talend SA- ADR | COM | 874224207 | 13,156 | 378,285 | SH | SOLE | 237,173 | 0 | 141,112 | ||
TechTarget | COM | 87874R100 | 4,176 | 402,747 | SH | SOLE | 289,071 | 0 | 113,676 | ||
Titan International | COM | 88830M102 | 5,481 | 456,446 | SH | SOLE | 327,745 | 0 | 128,701 | ||
Trex Company Inc | COM | 89531P105 | 5,794 | 85,648 | SH | SOLE | 44,036 | 0 | 41,612 | ||
Trimble Inc | COM | 896239100 | 1,129 | 31,660 | SH | SOLE | 31,660 | 0 | 0 | ||
US Concrete | COM | 90333L201 | 31,913 | 406,287 | SH | SOLE | 232,116 | 0 | 174,171 | ||
USA Technologies | COM | 90328S500 | 5,751 | 1,105,999 | SH | SOLE | 794,148 | 0 | 311,851 | ||
Ulta Beauty Inc. | COM | 90384S303 | 2,741 | 9,541 | SH | SOLE | 9,541 | 0 | 0 | ||
Ultimate Software Group Inc. | COM | 90385D107 | 7,207 | 34,311 | SH | SOLE | 19,216 | 0 | 15,095 | ||
Union Pacific Corp | COM | 907818108 | 3,406 | 31,279 | SH | SOLE | 31,279 | 0 | 0 | ||
United Rentals Inc | COM | 911363109 | 2,131 | 18,909 | SH | SOLE | 18,909 | 0 | 0 | ||
Unitedhealth Group, Inc. | COM | 91324P102 | 894 | 4,823 | SH | SOLE | 4,823 | 0 | 0 | ||
Universal Stainless & Alloy | COM | 913837100 | 2,926 | 150,074 | SH | SOLE | 107,695 | 0 | 42,379 | ||
Veeva Systems Inc. Class A` | COM | 922475108 | 506 | 8,256 | SH | SOLE | 8,256 | 0 | 0 | ||
Viewray Inc. | COM | 92672L107 | 3,504 | 541,581 | SH | SOLE | 388,738 | 0 | 152,843 | ||
Visa Inc | COM | 92826C839 | 4,142 | 44,173 | SH | SOLE | 44,173 | 0 | 0 | ||
Vulcan Materials Co | COM | 929160109 | 3,441 | 27,163 | SH | SOLE | 27,163 | 0 | 0 | ||
Wabco Holdings Inc | COM | 92927K102 | 493 | 3,871 | SH | SOLE | 3,871 | 0 | 0 | ||
Wageworks Inc | COM | 930427109 | 16,621 | 247,339 | SH | SOLE | 137,149 | 0 | 110,190 | ||
Wal-Mart Stores, Inc. | COM | 931142103 | 1,167 | 15,430 | SH | SOLE | 15,430 | 0 | 0 | ||
Willdan Group Inc | COM | 96924N100 | 642 | 21,033 | SH | SOLE | 15,618 | 0 | 5,415 | ||
William Lyon Homes | COM | 552074700 | 3,029 | 125,509 | SH | SOLE | 90,125 | 0 | 35,384 | ||
Wingstop Inc | COM | 974155103 | 18,125 | 586,583 | SH | SOLE | 335,222 | 0 | 251,361 | ||
Wix.com Ltd | COM | M98068105 | 6,144 | 88,280 | SH | SOLE | 48,345 | 0 | 39,935 | ||
Wynn Resorts | COM | 983134107 | 3,730 | 27,815 | SH | SOLE | 27,815 | 0 | 0 |