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 | 5,611 | 86,993 | SH | SOLE | 55,097 | 0 | 31,896 | ||
A.S.V. LLC | COM | 00215L104 | 4,041 | 398,217 | SH | SOLE | 398,217 | 0 | 0 | ||
Abiomed Inc | COM | 003654100 | 15,927 | 84,986 | SH | SOLE | 54,742 | 0 | 30,244 | ||
Accelerate Diagnostics Inc | COM | 00430H102 | 17,292 | 660,020 | SH | SOLE | 469,634 | 0 | 190,386 | ||
Activision Blizzard Inc | COM | 00507V109 | 800 | 12,650 | SH | SOLE | 12,650 | 0 | 0 | ||
Adobe Systems Inc | COM | 00724F101 | 1,581 | 9,024 | SH | SOLE | 9,024 | 0 | 0 | ||
Advanced Micro Devices | COM | 007903107 | 733 | 71,366 | SH | SOLE | 71,366 | 0 | 0 | ||
Aerie Pharmaceuticals inc | COM | 00771V108 | 5,529 | 92,543 | SH | SOLE | 57,771 | 0 | 34,772 | ||
Air Transport Services Group | COM | 00922R105 | 5,252 | 226,987 | SH | SOLE | 142,928 | 0 | 84,059 | ||
Albemarle Corp | COM | 012653101 | 1,089 | 8,520 | SH | SOLE | 8,520 | 0 | 0 | ||
Align Technology Inc | COM | 016255101 | 2,606 | 11,730 | SH | SOLE | 11,730 | 0 | 0 | ||
Alphabet Inc-CL C | COM | 02079K107 | 2,759 | 2,637 | SH | SOLE | 2,637 | 0 | 0 | ||
Alphabet Inc-Cl A | COM | 02079K305 | 2,082 | 1,977 | SH | SOLE | 1,977 | 0 | 0 | ||
Amazon.Com | COM | 023135106 | 4,434 | 3,792 | SH | SOLE | 3,792 | 0 | 0 | ||
American Woodmark Corp | COM | 030506109 | 7,217 | 55,416 | SH | SOLE | 34,130 | 0 | 21,286 | ||
Ameris Bancorp | COM | 03076K108 | 13,941 | 289,237 | SH | SOLE | 185,883 | 0 | 103,354 | ||
Angi Homeservices Inc | COM | 00183L102 | 4,226 | 404,017 | SH | SOLE | 258,768 | 0 | 145,249 | ||
Apple Computer Inc | COM | 037833100 | 2,454 | 14,505 | SH | SOLE | 14,505 | 0 | 0 | ||
Astec Industries | COM | 046224101 | 6,411 | 109,594 | SH | SOLE | 68,414 | 0 | 41,180 | ||
Axogen Inc | COM | 05463X106 | 18,894 | 667,642 | SH | SOLE | 521,189 | 0 | 146,453 | ||
BB&T Corporation | COM | 054937107 | 2,618 | 52,659 | SH | SOLE | 52,659 | 0 | 0 | ||
Boingo Wireless Inc | COM | 09739C102 | 17,772 | 789,883 | SH | SOLE | 611,827 | 0 | 178,056 | ||
Box Inc. | COM | 10316T104 | 7,343 | 347,683 | SH | SOLE | 221,356 | 0 | 126,327 | ||
Byline Bancorp | COM | 124411109 | 1,637 | 71,306 | SH | SOLE | 71,306 | 0 | 0 | ||
Calavo Growers Inc | COM | 128246105 | 1,694 | 20,072 | SH | SOLE | 20,072 | 0 | 0 | ||
CarGurus Inc. | COM | 141788109 | 2,694 | 89,874 | SH | SOLE | 55,330 | 0 | 34,544 | ||
CareDx | COM | 14167L103 | 5,756 | 784,229 | SH | SOLE | 784,229 | 0 | 0 | ||
Caterpillar Inc | COM | 149123101 | 2,850 | 18,088 | SH | SOLE | 18,088 | 0 | 0 | ||
Chegg Inc | COM | 163092109 | 8,627 | 528,630 | SH | SOLE | 330,079 | 0 | 198,551 | ||
Cintas Corp | COM | 172908105 | 2,574 | 16,522 | SH | SOLE | 16,522 | 0 | 0 | ||
Coherent, Inc. | COM | 192479103 | 16,621 | 58,896 | SH | SOLE | 37,714 | 0 | 21,182 | ||
Collegium Pharmaceutical Inc | COM | 19459J104 | 2,676 | 144,972 | SH | SOLE | 144,972 | 0 | 0 | ||
Costar Group Inc | COM | 22160N109 | 16,723 | 56,317 | SH | SOLE | 38,385 | 0 | 17,932 | ||
Covenant Transport Group | COM | 22284P105 | 6,323 | 220,116 | SH | SOLE | 220,116 | 0 | 0 | ||
Cryolife Inc | COM | 228903100 | 1,433 | 74,850 | SH | SOLE | 74,850 | 0 | 0 | ||
D R Horton, Inc. | COM | 23331A109 | 221 | 4,344 | SH | SOLE | 4,344 | 0 | 0 | ||
Dycom Industries, Inc | COM | 267475101 | 10,378 | 93,137 | SH | SOLE | 59,333 | 0 | 33,804 | ||
Eagle Materials Inc | COM | 26969P108 | 15,227 | 134,401 | SH | SOLE | 86,217 | 0 | 48,184 | ||
Echo Global Logistics Inc. | COM | 27875T101 | 17,493 | 624,758 | SH | SOLE | 454,454 | 0 | 170,304 | ||
Edwards Lifesciences Corp | COM | 28176E108 | 2,777 | 24,641 | SH | SOLE | 24,641 | 0 | 0 | ||
Epam Systems | COM | 29414B104 | 6,123 | 56,998 | SH | SOLE | 35,087 | 0 | 21,911 | ||
Equinix Inc | COM | 29444U700 | 727 | 1,606 | SH | SOLE | 1,606 | 0 | 0 | ||
Essent Group Ltd | COM | G3198U102 | 311 | 7,183 | SH | SOLE | 7,183 | 0 | 0 | ||
Euronet Worldwide Inc | COM | 298736109 | 231 | 2,748 | SH | SOLE | 2,748 | 0 | 0 | ||
Everbridge Inc. | COM | 29978A104 | 6,934 | 233,343 | SH | SOLE | 233,343 | 0 | 0 | ||
Exact Sciences Corp | COM | 30063P105 | 4,742 | 90,260 | SH | SOLE | 57,197 | 0 | 33,063 | ||
Facebook Inc | COM | 30303M102 | 3,328 | 18,864 | SH | SOLE | 18,864 | 0 | 0 | ||
Fedex Corporation | COM | 31428X106 | 2,435 | 9,761 | SH | SOLE | 9,761 | 0 | 0 | ||
Five9, Inc. | COM | 338307101 | 12,020 | 483,148 | SH | SOLE | 389,651 | 0 | 93,497 | ||
Freshpet Inc. | COM | 358039105 | 1,776 | 93,723 | SH | SOLE | 93,723 | 0 | 0 | ||
Gencor Industries Inc | COM | 368678108 | 1,885 | 113,957 | SH | SOLE | 113,957 | 0 | 0 | ||
Goldman Sachs Group Com | COM | 38141G104 | 3,033 | 11,909 | SH | SOLE | 11,909 | 0 | 0 | ||
Granite Construction Inc | COM | 387328107 | 17,231 | 271,657 | SH | SOLE | 174,227 | 0 | 97,430 | ||
Guidewire Software | COM | 40171V100 | 5,391 | 72,604 | SH | SOLE | 46,609 | 0 | 25,995 | ||
HealthEquity Inc. | COM | 42226A107 | 11,973 | 256,612 | SH | SOLE | 164,443 | 0 | 92,169 | ||
HubSpot Inc | COM | 443573100 | 5,690 | 64,374 | SH | SOLE | 41,512 | 0 | 22,862 | ||
Hunt (JB) Transport Services | COM | 445658107 | 1,058 | 9,204 | SH | SOLE | 9,204 | 0 | 0 | ||
IRhythm Technologies | COM | 450056106 | 21,883 | 390,426 | SH | SOLE | 293,834 | 0 | 96,592 | ||
Independent Bank Group | COM | 45384B106 | 9,869 | 146,000 | SH | SOLE | 92,492 | 0 | 53,508 | ||
Inogen Inc | COM | 45780L104 | 5,421 | 45,527 | SH | SOLE | 28,933 | 0 | 16,594 | ||
Insulet Corp | COM | 45784P101 | 6,075 | 88,054 | SH | SOLE | 56,472 | 0 | 31,582 | ||
InterXion Holdings NV | COM | N47279109 | 5,776 | 98,030 | SH | SOLE | 60,369 | 0 | 37,661 | ||
Intuit | COM | 461202103 | 2,203 | 13,968 | SH | SOLE | 13,968 | 0 | 0 | ||
Intuitive Surgical Inc. | COM | 46120E602 | 2,525 | 6,920 | SH | SOLE | 6,920 | 0 | 0 | ||
Kingstone Cos Inc | COM | 496719105 | 5,495 | 292,309 | SH | SOLE | 292,309 | 0 | 0 | ||
Kinsale Capital Group | COM | 49714P108 | 24,053 | 534,523 | SH | SOLE | 389,287 | 0 | 145,236 | ||
Knight-Swift Transportation Ho | COM | 499049104 | 14,486 | 331,348 | SH | SOLE | 212,485 | 0 | 118,863 | ||
LGI Homes Inc. | COM | 50187T106 | 7,727 | 102,998 | SH | SOLE | 74,176 | 0 | 28,822 | ||
Las Vegas Sands Corp | COM | 517834107 | 1,706 | 24,559 | SH | SOLE | 24,559 | 0 | 0 | ||
Ligand Pharmaceuticals | COM | 53220K504 | 11,448 | 83,612 | SH | SOLE | 53,192 | 0 | 30,420 | ||
Limbach Holdings INc | COM | 53263P105 | 1,986 | 143,614 | SH | SOLE | 143,614 | 0 | 0 | ||
MASTERcARD, Inc. | COM | 57636Q104 | 3,205 | 21,176 | SH | SOLE | 21,176 | 0 | 0 | ||
Manitex International | COM | 563420108 | 3,212 | 334,593 | SH | SOLE | 334,593 | 0 | 0 | ||
Marinemax Inc | COM | 567908108 | 1,578 | 83,537 | SH | SOLE | 83,537 | 0 | 0 | ||
Marketaxess Holdings Inc | COM | 57060D108 | 17,048 | 84,504 | SH | SOLE | 54,130 | 0 | 30,374 | ||
Marten Transport | COM | 573075108 | 11,951 | 588,749 | SH | SOLE | 431,212 | 0 | 157,537 | ||
Mastec Inc | COM | 576323109 | 6,137 | 125,386 | SH | SOLE | 78,340 | 0 | 47,046 | ||
Meta Financial Group, Inc. | COM | 59100U108 | 2,518 | 27,179 | SH | SOLE | 27,179 | 0 | 0 | ||
Microsoft Corp. | COM | 594918104 | 2,678 | 31,311 | SH | SOLE | 31,311 | 0 | 0 | ||
Mimecast Ltd | COM | G14838109 | 5,316 | 185,450 | SH | SOLE | 114,255 | 0 | 71,195 | ||
Mindbody Inc | COM | 60255W105 | 2,851 | 93,657 | SH | SOLE | 93,657 | 0 | 0 | ||
Monolithic Power Systems, Inc | COM | 609839105 | 6,592 | 58,669 | SH | SOLE | 36,931 | 0 | 21,738 | ||
Monster Beverage Corp | COM | 61174X109 | 2,221 | 35,105 | SH | SOLE | 35,105 | 0 | 0 | ||
NMI Holdings | COM | 629209305 | 22,941 | 1,349,502 | SH | SOLE | 1,005,732 | 0 | 343,770 | ||
Neogenomics Inc | COM | 64049M209 | 9,389 | 1,059,767 | SH | SOLE | 771,015 | 0 | 288,752 | ||
Netflix.com Inc. | COM | 64110L106 | 917 | 4,778 | SH | SOLE | 4,778 | 0 | 0 | ||
Nvidia Corporation | COM | 67066G104 | 1,538 | 7,951 | SH | SOLE | 7,951 | 0 | 0 | ||
Old Dominion Freight Line | COM | 679580100 | 13,237 | 100,630 | SH | SOLE | 64,796 | 0 | 35,834 | ||
Optinose, Inc. | COM | 68404V100 | 2,013 | 106,544 | SH | SOLE | 106,544 | 0 | 0 | ||
Orthopediatrics Corp | COM | 68752L100 | 2,321 | 120,998 | SH | SOLE | 120,998 | 0 | 0 | ||
Pacific Premier Bancorp Inc | COM | 69478X105 | 7,712 | 192,819 | SH | SOLE | 122,380 | 0 | 70,439 | ||
PayPal Holdings Inc. | COM | 70450Y103 | 849 | 11,538 | SH | SOLE | 11,538 | 0 | 0 | ||
Paycom Software Inc | COM | 70432V102 | 2,789 | 34,724 | SH | SOLE | 22,234 | 0 | 12,490 | ||
Penumbra INc. | COM | 70975L107 | 4,410 | 46,870 | SH | SOLE | 29,482 | 0 | 17,388 | ||
Priceline Group Inc. (The) | COM | 741503403 | 788 | 454 | SH | SOLE | 454 | 0 | 0 | ||
Primo Water Corp | COM | 74165N105 | 2,750 | 218,810 | SH | SOLE | 218,810 | 0 | 0 | ||
Progressive Corp | COM | 743315103 | 2,731 | 48,499 | SH | SOLE | 48,499 | 0 | 0 | ||
Proofpoint Inc. | COM | 743424103 | 5,626 | 63,357 | SH | SOLE | 40,596 | 0 | 22,761 | ||
Pros Hldgs Inc | COM | 74346Y103 | 3,443 | 130,183 | SH | SOLE | 130,183 | 0 | 0 | ||
Q2 Holdings | COM | 74736L109 | 5,530 | 150,081 | SH | SOLE | 96,224 | 0 | 53,857 | ||
Quanta Services, Inc. | COM | 74762E102 | 12,196 | 311,854 | SH | SOLE | 201,036 | 0 | 110,818 | ||
Quotient Technology Inc | COM | 749119103 | 18,471 | 1,572,004 | SH | SOLE | 1,139,004 | 0 | 433,000 | ||
RBC Bearings | COM | 75524B104 | 10,680 | 84,495 | SH | SOLE | 54,176 | 0 | 30,319 | ||
SLM Corporation | COM | 78442P106 | 144 | 12,765 | SH | SOLE | 12,765 | 0 | 0 | ||
SailPoint Technologies Holding | COM | 78781P105 | 5,727 | 394,991 | SH | SOLE | 243,435 | 0 | 151,556 | ||
Salesforce.com Inc | COM | 79466L302 | 1,225 | 11,992 | SH | SOLE | 11,992 | 0 | 0 | ||
ServiceNow Inc | COM | 81762P102 | 843 | 6,468 | SH | SOLE | 6,468 | 0 | 0 | ||
Square Inc | COM | 852234103 | 681 | 19,656 | SH | SOLE | 19,656 | 0 | 0 | ||
Summit Materials Inc | COM | 86614U100 | 8,645 | 274,988 | SH | SOLE | 176,125 | 0 | 98,862 | ||
Tabula Rasa Healthcare Inc | COM | 873379101 | 2,516 | 89,719 | SH | SOLE | 89,719 | 0 | 0 | ||
Tactile Systems Technology | COM | 87357P100 | 15,304 | 528,099 | SH | SOLE | 408,181 | 0 | 119,918 | ||
Talend SA- ADR | COM | 874224207 | 9,359 | 249,710 | SH | SOLE | 194,607 | 0 | 55,103 | ||
TechTarget | COM | 87874R100 | 5,630 | 404,508 | SH | SOLE | 404,508 | 0 | 0 | ||
Titan International | COM | 88830M102 | 2,116 | 164,324 | SH | SOLE | 164,324 | 0 | 0 | ||
Trex Company Inc | COM | 89531P105 | 5,222 | 48,180 | SH | SOLE | 29,694 | 0 | 18,486 | ||
Trimble Inc | COM | 896239100 | 1,570 | 38,650 | SH | SOLE | 38,650 | 0 | 0 | ||
US Concrete | COM | 90333L201 | 22,143 | 264,722 | SH | SOLE | 189,964 | 0 | 74,758 | ||
USA Technologies | COM | 90328S500 | 15,137 | 1,552,604 | SH | SOLE | 1,306,475 | 0 | 246,129 | ||
Ultimate Software Group Inc. | COM | 90385D107 | 5,313 | 24,347 | SH | SOLE | 15,952 | 0 | 8,395 | ||
Union Pacific Corp | COM | 907818108 | 2,673 | 19,940 | SH | SOLE | 19,940 | 0 | 0 | ||
United Rentals Inc | COM | 911363109 | 3,513 | 20,439 | SH | SOLE | 20,439 | 0 | 0 | ||
Unitedhealth Group, Inc. | COM | 91324P102 | 3,088 | 14,011 | SH | SOLE | 14,011 | 0 | 0 | ||
Universal Stainless & Alloy | COM | 913837100 | 3,438 | 160,536 | SH | SOLE | 160,536 | 0 | 0 | ||
Viewray Inc. | COM | 92672L107 | 5,489 | 592,798 | SH | SOLE | 592,798 | 0 | 0 | ||
Visa Inc | COM | 92826C839 | 3,095 | 27,151 | SH | SOLE | 27,151 | 0 | 0 | ||
Vocera Communications | COM | 92857F107 | 5,393 | 178,466 | SH | SOLE | 178,466 | 0 | 0 | ||
Vulcan Materials Co | COM | 929160109 | 2,475 | 19,282 | SH | SOLE | 19,282 | 0 | 0 | ||
Wal-Mart Stores, Inc. | COM | 931142103 | 968 | 9,806 | SH | SOLE | 9,806 | 0 | 0 | ||
Willdan Group Inc | COM | 96924N100 | 1,500 | 62,690 | SH | SOLE | 62,690 | 0 | 0 | ||
William Lyon Homes | COM | 552074700 | 2,341 | 80,535 | SH | SOLE | 80,535 | 0 | 0 | ||
Wynn Resorts | COM | 983134107 | 1,910 | 11,330 | SH | SOLE | 11,330 | 0 | 0 |