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 | 4,387 | 52,509 | SH | SOLE | 39,737 | 0 | 12,772 | ||
Abiomed Inc | COM | 003654100 | 1,476 | 3,609 | SH | SOLE | 3,609 | 0 | 0 | ||
Accelerate Diagnostics Inc | COM | 00430H102 | 13,649 | 612,106 | SH | SOLE | 494,017 | 0 | 118,089 | ||
Activision Blizzard Inc | COM | 00507V109 | 965 | 12,650 | SH | SOLE | 12,650 | 0 | 0 | ||
Adobe Systems Inc | COM | 00724F101 | 2,200 | 9,024 | SH | SOLE | 9,024 | 0 | 0 | ||
Advanced Micro Devices | COM | 007903107 | 1,797 | 119,895 | SH | SOLE | 119,895 | 0 | 0 | ||
Align Technology Inc | COM | 016255101 | 3,122 | 9,125 | SH | SOLE | 9,125 | 0 | 0 | ||
Allied Motion Technologies | COM | 019330109 | 2,898 | 60,531 | SH | SOLE | 60,531 | 0 | 0 | ||
Alphabet Inc-CL C | COM | 02079K107 | 2,697 | 2,418 | SH | SOLE | 2,418 | 0 | 0 | ||
Alphabet Inc-Cl A | COM | 02079K305 | 2,232 | 1,977 | SH | SOLE | 1,977 | 0 | 0 | ||
Amazon.Com | COM | 023135106 | 5,571 | 3,278 | SH | SOLE | 3,278 | 0 | 0 | ||
American Woodmark Corp | COM | 030506109 | 5,109 | 55,811 | SH | SOLE | 41,317 | 0 | 14,494 | ||
Ameris Bancorp | COM | 03076K108 | 7,473 | 140,092 | SH | SOLE | 106,590 | 0 | 33,502 | ||
Angi Homeservices Inc | COM | 00183L102 | 7,857 | 510,890 | SH | SOLE | 386,015 | 0 | 124,875 | ||
Apple Computer Inc | COM | 037833100 | 4,067 | 21,972 | SH | SOLE | 21,972 | 0 | 0 | ||
Aspen Group | COM | 04530L203 | 258 | 34,613 | SH | SOLE | 34,613 | 0 | 0 | ||
Astec Industries | COM | 046224101 | 4,915 | 82,192 | SH | SOLE | 61,506 | 0 | 20,686 | ||
At Home Group Inc | COM | 04650Y100 | 14,280 | 364,769 | SH | SOLE | 277,523 | 0 | 87,246 | ||
Atlassian Corp Plc-Class A | COM | G06242104 | 968 | 15,490 | SH | SOLE | 15,490 | 0 | 0 | ||
Axogen Inc | COM | 05463X106 | 5,042 | 100,348 | SH | SOLE | 75,632 | 0 | 24,716 | ||
Boingo Wireless Inc | COM | 09739C102 | 16,264 | 719,969 | SH | SOLE | 614,795 | 0 | 105,174 | ||
Booking Holdings Inc | COM | 09857L108 | 920 | 454 | SH | SOLE | 454 | 0 | 0 | ||
Bridgewater Bancshares Inc | COM | 108621103 | 3,475 | 273,242 | SH | SOLE | 273,242 | 0 | 0 | ||
Calavo Growers Inc | COM | 128246105 | 6,664 | 69,310 | SH | SOLE | 56,220 | 0 | 13,090 | ||
CarGurus Inc. | COM | 141788109 | 4,983 | 143,441 | SH | SOLE | 108,224 | 0 | 35,217 | ||
CareDx | COM | 14167L103 | 14,763 | 1,206,130 | SH | SOLE | 1,049,801 | 0 | 156,329 | ||
Caterpillar Inc | COM | 149123101 | 2,849 | 21,006 | SH | SOLE | 21,006 | 0 | 0 | ||
Century Communities Inc | COM | 156504300 | 3,361 | 106,542 | SH | SOLE | 106,542 | 0 | 0 | ||
Chart Industries, Inc. | COM | 16115Q308 | 4,835 | 78,400 | SH | SOLE | 58,621 | 0 | 19,779 | ||
Chegg Inc | COM | 163092109 | 10,123 | 364,279 | SH | SOLE | 272,392 | 0 | 91,887 | ||
Cintas Corp | COM | 172908105 | 3,057 | 16,522 | SH | SOLE | 16,522 | 0 | 0 | ||
Collegium Pharmaceutical Inc | COM | 19459J104 | 2,930 | 122,857 | SH | SOLE | 122,857 | 0 | 0 | ||
Costar Group Inc | COM | 22160N109 | 3,539 | 8,579 | SH | SOLE | 8,579 | 0 | 0 | ||
Costco Wholesale Corp | COM | 22160K105 | 2,867 | 13,720 | SH | SOLE | 13,720 | 0 | 0 | ||
Covenant Transport Group | COM | 22284P105 | 5,936 | 188,461 | SH | SOLE | 188,461 | 0 | 0 | ||
Cryolife Inc | COM | 228903100 | 1,984 | 71,240 | SH | SOLE | 71,240 | 0 | 0 | ||
Cryoport Inc | COM | 229050307 | 1,240 | 78,615 | SH | SOLE | 78,615 | 0 | 0 | ||
Cutera Inc | COM | 232109108 | 9,909 | 245,883 | SH | SOLE | 209,463 | 0 | 36,420 | ||
D R Horton, Inc. | COM | 23331A109 | 247 | 6,043 | SH | SOLE | 6,043 | 0 | 0 | ||
Dycom Industries, Inc | COM | 267475101 | 15,299 | 161,881 | SH | SOLE | 123,171 | 0 | 38,710 | ||
Eagle Materials Inc | COM | 26969P108 | 10,647 | 101,436 | SH | SOLE | 77,170 | 0 | 24,266 | ||
Echo Global Logistics Inc. | COM | 27875T101 | 14,573 | 498,248 | SH | SOLE | 412,444 | 0 | 85,804 | ||
Edwards Lifesciences Corp | COM | 28176E108 | 2,201 | 15,124 | SH | SOLE | 15,124 | 0 | 0 | ||
Epam Systems | COM | 29414B104 | 5,736 | 46,139 | SH | SOLE | 35,132 | 0 | 11,007 | ||
Everbridge Inc. | COM | 29978A104 | 13,780 | 290,612 | SH | SOLE | 264,519 | 0 | 26,093 | ||
Exact Sciences Corp | COM | 30063P105 | 5,062 | 84,668 | SH | SOLE | 64,538 | 0 | 20,130 | ||
Facebook Inc | COM | 30303M102 | 3,665 | 18,864 | SH | SOLE | 18,864 | 0 | 0 | ||
Fedex Corporation | COM | 31428X106 | 957 | 4,215 | SH | SOLE | 4,215 | 0 | 0 | ||
Gencor Industries Inc | COM | 368678108 | 1,751 | 108,468 | SH | SOLE | 108,468 | 0 | 0 | ||
Goldman Sachs Group Com | COM | 38141G104 | 952 | 4,317 | SH | SOLE | 4,317 | 0 | 0 | ||
Goosehead Insurance Inc. | COM | 38267D109 | 8,160 | 326,931 | SH | SOLE | 301,992 | 0 | 24,939 | ||
Granite Construction Inc | COM | 387328107 | 11,409 | 204,981 | SH | SOLE | 155,888 | 0 | 49,093 | ||
HealthEquity Inc. | COM | 42226A107 | 12,621 | 168,057 | SH | SOLE | 127,846 | 0 | 40,211 | ||
Hunt (JB) Transport Services | COM | 445658107 | 1,118 | 9,204 | SH | SOLE | 9,204 | 0 | 0 | ||
IPG Photonics Corp | COM | 44980X109 | 2,569 | 11,648 | SH | SOLE | 11,648 | 0 | 0 | ||
IRhythm Technologies | COM | 450056106 | 13,016 | 160,444 | SH | SOLE | 121,404 | 0 | 39,040 | ||
Illumina Inc | COM | 452327109 | 974 | 3,488 | SH | SOLE | 3,488 | 0 | 0 | ||
Independent Bank Group | COM | 45384B106 | 5,019 | 75,149 | SH | SOLE | 57,096 | 0 | 18,053 | ||
Inogen Inc | COM | 45780L104 | 4,951 | 26,573 | SH | SOLE | 20,032 | 0 | 6,541 | ||
Inspire Medical Systems Inc | COM | 457730109 | 2,247 | 63,036 | SH | SOLE | 63,036 | 0 | 0 | ||
Insulet Corp | COM | 45784P101 | 10,328 | 120,514 | SH | SOLE | 91,353 | 0 | 29,161 | ||
InterXion Holdings NV | COM | N47279109 | 4,561 | 73,073 | SH | SOLE | 54,268 | 0 | 18,805 | ||
Intuit | COM | 461202103 | 2,853 | 13,968 | SH | SOLE | 13,968 | 0 | 0 | ||
Intuitive Surgical Inc. | COM | 46120E602 | 1,574 | 3,290 | SH | SOLE | 3,290 | 0 | 0 | ||
Kingstone Cos Inc | COM | 496719105 | 6,163 | 364,694 | SH | SOLE | 364,694 | 0 | 0 | ||
Kinsale Capital Group | COM | 49714P108 | 26,170 | 477,041 | SH | SOLE | 393,202 | 0 | 83,839 | ||
Knight-Swift Transportation Ho | COM | 499049104 | 8,370 | 219,075 | SH | SOLE | 166,624 | 0 | 52,451 | ||
LGI Homes Inc. | COM | 50187T106 | 6,503 | 112,653 | SH | SOLE | 84,903 | 0 | 27,750 | ||
Las Vegas Sands Corp | COM | 517834107 | 3,648 | 47,778 | SH | SOLE | 47,778 | 0 | 0 | ||
Ligand Pharmaceuticals | COM | 53220K504 | 10,816 | 52,213 | SH | SOLE | 39,551 | 0 | 12,662 | ||
Limoneira Co | COM | 532746104 | 2,461 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Liveperson, Inc. | COM | 538146101 | 4,728 | 224,114 | SH | SOLE | 168,970 | 0 | 55,144 | ||
MASTERcARD, Inc. | COM | 57636Q104 | 4,161 | 21,176 | SH | SOLE | 21,176 | 0 | 0 | ||
Manitex International | COM | 563420108 | 3,913 | 313,619 | SH | SOLE | 313,619 | 0 | 0 | ||
Marinemax Inc | COM | 567908108 | 1,506 | 79,513 | SH | SOLE | 79,513 | 0 | 0 | ||
Marketaxess Holdings Inc | COM | 57060D108 | 5,837 | 29,503 | SH | SOLE | 23,557 | 0 | 5,946 | ||
Marten Transport | COM | 573075108 | 9,468 | 403,787 | SH | SOLE | 337,403 | 0 | 66,384 | ||
Mastec Inc | COM | 576323109 | 9,729 | 191,721 | SH | SOLE | 143,374 | 0 | 48,347 | ||
Meta Financial Group, Inc. | COM | 59100U108 | 1,809 | 18,576 | SH | SOLE | 18,576 | 0 | 0 | ||
Microsoft Corp. | COM | 594918104 | 2,874 | 29,149 | SH | SOLE | 29,149 | 0 | 0 | ||
Mimecast Ltd | COM | G14838109 | 4,743 | 115,104 | SH | SOLE | 85,244 | 0 | 29,860 | ||
Model N Inc | COM | 607525102 | 3,188 | 171,423 | SH | SOLE | 171,423 | 0 | 0 | ||
Monolithic Power Systems, Inc | COM | 609839105 | 8,116 | 60,720 | SH | SOLE | 46,514 | 0 | 14,206 | ||
Netflix.com Inc. | COM | 64110L106 | 3,026 | 7,732 | SH | SOLE | 7,732 | 0 | 0 | ||
Neuronetics Inc | COM | 64131A105 | 2,594 | 97,500 | SH | SOLE | 97,500 | 0 | 0 | ||
New Relic Inc | COM | 64829B100 | 2,503 | 24,887 | SH | SOLE | 18,609 | 0 | 6,278 | ||
Nuvectra Corp | COM | 67075N108 | 2,904 | 141,488 | SH | SOLE | 141,488 | 0 | 0 | ||
Nvidia Corporation | COM | 67066G104 | 1,883 | 7,951 | SH | SOLE | 7,951 | 0 | 0 | ||
Old Dominion Freight Line | COM | 679580100 | 11,312 | 75,942 | SH | SOLE | 57,926 | 0 | 18,016 | ||
Ollie's Bargain Outlet | COM | 681116109 | 10,092 | 139,213 | SH | SOLE | 105,017 | 0 | 34,196 | ||
Optinose, Inc. | COM | 68404V100 | 8,300 | 296,675 | SH | SOLE | 296,675 | 0 | 0 | ||
Orthopediatrics Corp | COM | 68752L100 | 5,762 | 216,317 | SH | SOLE | 216,317 | 0 | 0 | ||
PayPal Holdings Inc. | COM | 70450Y103 | 960 | 11,538 | SH | SOLE | 11,538 | 0 | 0 | ||
Penumbra Inc. | COM | 70975L107 | 4,072 | 29,481 | SH | SOLE | 22,054 | 0 | 7,427 | ||
Planet Fitness | COM | 72703H101 | 7,294 | 166,015 | SH | SOLE | 123,835 | 0 | 42,180 | ||
Primo Water Corp | COM | 74165N105 | 6,128 | 350,373 | SH | SOLE | 350,373 | 0 | 0 | ||
Progressive Corp | COM | 743315103 | 2,868 | 48,499 | SH | SOLE | 48,499 | 0 | 0 | ||
Proofpoint Inc. | COM | 743424103 | 5,507 | 47,765 | SH | SOLE | 36,303 | 0 | 11,462 | ||
Pros Hldgs Inc | COM | 74346Y103 | 4,523 | 123,706 | SH | SOLE | 123,706 | 0 | 0 | ||
Q2 Holdings | COM | 74736L109 | 2,704 | 47,401 | SH | SOLE | 36,838 | 0 | 10,563 | ||
Quanta Services, Inc. | COM | 74762E102 | 11,368 | 340,362 | SH | SOLE | 258,182 | 0 | 82,180 | ||
Quotient Technology Inc | COM | 749119103 | 7,388 | 563,971 | SH | SOLE | 469,196 | 0 | 94,775 | ||
RBC Bearings | COM | 75524B104 | 13,262 | 102,962 | SH | SOLE | 78,326 | 0 | 24,636 | ||
Rapid7 Inc | COM | 753422104 | 2,201 | 78,025 | SH | SOLE | 78,025 | 0 | 0 | ||
RingCentral INc. | COM | 76680R206 | 4,887 | 69,480 | SH | SOLE | 52,368 | 0 | 17,112 | ||
SLM Corporation | COM | 78442P106 | 146 | 12,765 | SH | SOLE | 12,765 | 0 | 0 | ||
Salesforce.com Inc | COM | 79466L302 | 1,635 | 11,992 | SH | SOLE | 11,992 | 0 | 0 | ||
SendGrid, Inc. | COM | 816883102 | 10,158 | 383,057 | SH | SOLE | 326,170 | 0 | 56,887 | ||
ServiceNow Inc | COM | 81762P102 | 1,115 | 6,468 | SH | SOLE | 6,468 | 0 | 0 | ||
Sientra Inc | COM | 82621J105 | 3,592 | 184,158 | SH | SOLE | 184,158 | 0 | 0 | ||
Splunk Inc | COM | 848637104 | 879 | 8,875 | SH | SOLE | 8,875 | 0 | 0 | ||
Starr Surgical Company | COM | 852312305 | 15,744 | 507,871 | SH | SOLE | 448,548 | 0 | 59,323 | ||
Sterling Construction Co | COM | 859241101 | 2,656 | 203,874 | SH | SOLE | 203,874 | 0 | 0 | ||
Summit Materials Inc | COM | 86614U100 | 5,442 | 207,329 | SH | SOLE | 157,618 | 0 | 49,711 | ||
Tabula Rasa Healthcare Inc | COM | 873379101 | 2,330 | 36,507 | SH | SOLE | 36,507 | 0 | 0 | ||
Tactile Systems Technology | COM | 87357P100 | 20,683 | 397,767 | SH | SOLE | 347,054 | 0 | 50,713 | ||
Talend SA- ADR | COM | 874224207 | 12,743 | 204,622 | SH | SOLE | 169,058 | 0 | 35,564 | ||
TechTarget | COM | 87874R100 | 22,907 | 806,619 | SH | SOLE | 703,635 | 0 | 102,984 | ||
Trex Company Inc | COM | 89531P105 | 7,689 | 122,851 | SH | SOLE | 91,599 | 0 | 31,252 | ||
US Concrete | COM | 90333L201 | 12,290 | 234,104 | SH | SOLE | 192,599 | 0 | 41,505 | ||
USA Technologies | COM | 90328S500 | 24,287 | 1,734,822 | SH | SOLE | 1,500,301 | 0 | 234,521 | ||
Union Pacific Corp | COM | 907818108 | 2,825 | 19,940 | SH | SOLE | 19,940 | 0 | 0 | ||
United Rentals Inc | COM | 911363109 | 2,821 | 19,112 | SH | SOLE | 19,112 | 0 | 0 | ||
Unitedhealth Group, Inc. | COM | 91324P102 | 1,893 | 7,719 | SH | SOLE | 7,719 | 0 | 0 | ||
Universal Stainless & Alloy | COM | 913837100 | 5,689 | 240,371 | SH | SOLE | 240,371 | 0 | 0 | ||
Vericel Corp | COM | 92346J108 | 3,550 | 366,010 | SH | SOLE | 366,010 | 0 | 0 | ||
Viewray Inc. | COM | 92672L107 | 4,333 | 626,278 | SH | SOLE | 626,278 | 0 | 0 | ||
Visa Inc | COM | 92826C839 | 3,596 | 27,151 | SH | SOLE | 27,151 | 0 | 0 | ||
Vocera Communications | COM | 92857F107 | 6,150 | 205,767 | SH | SOLE | 205,767 | 0 | 0 | ||
Vulcan Materials Co | COM | 929160109 | 2,883 | 22,345 | SH | SOLE | 22,345 | 0 | 0 | ||
William Lyon Homes | COM | 552074700 | 3,063 | 132,065 | SH | SOLE | 132,065 | 0 | 0 | ||
Wix.com Ltd | COM | M98068105 | 8,666 | 86,410 | SH | SOLE | 65,514 | 0 | 20,896 | ||
nLight Inc | COM | 65487K100 | 789 | 23,869 | SH | SOLE | 23,869 | 0 | 0 |