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 | 4,678 | 62,223 | SH | SOLE | 46,892 | 0 | 15,331 | ||
Abiomed Inc | COM | 003654100 | 1,577 | 3,507 | SH | SOLE | 3,507 | 0 | 0 | ||
Accelerate Diagnostics Inc | COM | 00430H102 | 13,932 | 607,067 | SH | SOLE | 488,978 | 0 | 118,089 | ||
Activision Blizzard Inc | COM | 00507V109 | 1,013 | 12,180 | SH | SOLE | 12,180 | 0 | 0 | ||
Acxiom Holdings Inc. | COM | 005125109 | 6,003 | 121,503 | SH | SOLE | 90,937 | 0 | 30,566 | ||
Adobe Inc. | COM | 00724F101 | 2,345 | 8,689 | SH | SOLE | 8,689 | 0 | 0 | ||
Advanced Micro Devices | COM | 007903107 | 2,957 | 95,756 | SH | SOLE | 95,756 | 0 | 0 | ||
Aerie Pharmaceuticals inc | COM | 00771V108 | 9,004 | 146,297 | SH | SOLE | 111,325 | 0 | 34,972 | ||
Align Technology Inc | COM | 016255101 | 3,384 | 8,650 | SH | SOLE | 8,650 | 0 | 0 | ||
Allied Motion Technologies | COM | 019330109 | 4,519 | 83,042 | SH | SOLE | 83,042 | 0 | 0 | ||
Alphabet Inc-CL C | COM | 02079K107 | 2,791 | 2,339 | SH | SOLE | 2,339 | 0 | 0 | ||
Alphabet Inc-Cl A | COM | 02079K305 | 2,298 | 1,904 | SH | SOLE | 1,904 | 0 | 0 | ||
Amazon.Com | COM | 023135106 | 6,281 | 3,136 | SH | SOLE | 3,136 | 0 | 0 | ||
Angi Homeservices Inc | COM | 00183L102 | 11,989 | 510,642 | SH | SOLE | 385,922 | 0 | 124,720 | ||
Apple Computer Inc | COM | 037833100 | 4,755 | 21,068 | SH | SOLE | 21,068 | 0 | 0 | ||
Aspen Group | COM | 04530L203 | 1,070 | 157,371 | SH | SOLE | 157,371 | 0 | 0 | ||
At Home Group Inc | COM | 04650Y100 | 14,465 | 458,795 | SH | SOLE | 348,980 | 0 | 109,815 | ||
Atlassian Corp Plc-Class A | COM | G06242104 | 1,426 | 14,839 | SH | SOLE | 14,839 | 0 | 0 | ||
Axogen Inc | COM | 05463X106 | 3,693 | 100,242 | SH | SOLE | 75,601 | 0 | 24,641 | ||
Boeing Co | COM | 097023105 | 2,007 | 5,398 | SH | SOLE | 5,398 | 0 | 0 | ||
Boingo Wireless Inc | COM | 09739C102 | 24,843 | 711,854 | SH | SOLE | 606,376 | 0 | 105,478 | ||
Booking Holdings Inc | COM | 09857L108 | 867 | 437 | SH | SOLE | 437 | 0 | 0 | ||
Bridgewater Bancshares Inc | COM | 108621103 | 256 | 19,667 | SH | SOLE | 19,667 | 0 | 0 | ||
Calavo Growers Inc | COM | 128246105 | 9,019 | 93,366 | SH | SOLE | 73,899 | 0 | 19,467 | ||
CarGurus Inc. | COM | 141788109 | 5,275 | 94,721 | SH | SOLE | 72,210 | 0 | 22,511 | ||
Cardlytics, Inc | COM | 14161W105 | 2,167 | 86,553 | SH | SOLE | 86,553 | 0 | 0 | ||
CareDx | COM | 14167L103 | 32,468 | 1,125,433 | SH | SOLE | 952,880 | 0 | 172,553 | ||
Caterpillar Inc | COM | 149123101 | 4,012 | 26,310 | SH | SOLE | 26,310 | 0 | 0 | ||
Chart Industries, Inc. | COM | 16115Q308 | 7,634 | 97,461 | SH | SOLE | 72,941 | 0 | 24,520 | ||
Chegg Inc | COM | 163092109 | 8,586 | 302,035 | SH | SOLE | 226,315 | 0 | 75,720 | ||
Cintas Corp | COM | 172908105 | 3,463 | 17,507 | SH | SOLE | 17,507 | 0 | 0 | ||
Costar Group Inc | COM | 22160N109 | 3,220 | 7,652 | SH | SOLE | 7,652 | 0 | 0 | ||
Costco Wholesale Corp | COM | 22160K105 | 3,075 | 13,096 | SH | SOLE | 13,096 | 0 | 0 | ||
Covenant Transport Group | COM | 22284P105 | 3,995 | 137,485 | SH | SOLE | 137,485 | 0 | 0 | ||
Cryolife Inc | COM | 228903100 | 2,411 | 68,511 | SH | SOLE | 68,511 | 0 | 0 | ||
Cryoport Inc | COM | 229050307 | 969 | 75,679 | SH | SOLE | 75,679 | 0 | 0 | ||
DMC Global | COM | 23291C103 | 4,394 | 107,709 | SH | SOLE | 107,709 | 0 | 0 | ||
Dycom Industries, Inc | COM | 267475101 | 11,221 | 132,639 | SH | SOLE | 100,179 | 0 | 32,460 | ||
Eagle Materials Inc | COM | 26969P108 | 8,642 | 101,396 | SH | SOLE | 77,145 | 0 | 24,251 | ||
Echo Global Logistics Inc. | COM | 27875T101 | 12,468 | 402,863 | SH | SOLE | 335,081 | 0 | 67,782 | ||
Edwards Lifesciences Corp | COM | 28176E108 | 1,741 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
Epam Systems | COM | 29414B104 | 6,349 | 46,109 | SH | SOLE | 35,122 | 0 | 10,987 | ||
Essent Group Ltd | COM | G3198U102 | 11,225 | 253,681 | SH | SOLE | 192,348 | 0 | 61,333 | ||
Eventbrite Inc | COM | 29975E109 | 2,730 | 71,917 | SH | SOLE | 53,250 | 0 | 18,667 | ||
EverQuote Inc | COM | 30041R108 | 3,127 | 210,481 | SH | SOLE | 210,481 | 0 | 0 | ||
Everbridge Inc. | COM | 29978A104 | 14,792 | 256,644 | SH | SOLE | 234,427 | 0 | 22,217 | ||
Exact Sciences Corp | COM | 30063P105 | 5,831 | 73,891 | SH | SOLE | 56,225 | 0 | 17,666 | ||
Facebook Inc | COM | 30303M102 | 3,477 | 21,142 | SH | SOLE | 21,142 | 0 | 0 | ||
Fedex Corporation | COM | 31428X106 | 965 | 4,009 | SH | SOLE | 4,009 | 0 | 0 | ||
Five Below | COM | 33829M101 | 2,358 | 18,132 | SH | SOLE | 18,132 | 0 | 0 | ||
Goldman Sachs Group Com | COM | 38141G104 | 925 | 4,126 | SH | SOLE | 4,126 | 0 | 0 | ||
Goosehead Insurance Inc. | COM | 38267D109 | 14,568 | 430,125 | SH | SOLE | 386,058 | 0 | 44,067 | ||
Granite Construction Inc | COM | 387328107 | 9,361 | 204,843 | SH | SOLE | 155,835 | 0 | 49,008 | ||
HealthEquity Inc. | COM | 42226A107 | 15,863 | 168,026 | SH | SOLE | 127,885 | 0 | 40,141 | ||
Hunt (JB) Transport Services | COM | 445658107 | 1,062 | 8,932 | SH | SOLE | 8,932 | 0 | 0 | ||
IRhythm Technologies | COM | 450056106 | 10,532 | 111,271 | SH | SOLE | 84,822 | 0 | 26,449 | ||
Illumina Inc | COM | 452327109 | 1,689 | 4,603 | SH | SOLE | 4,603 | 0 | 0 | ||
Inogen Inc | COM | 45780L104 | 5,251 | 21,514 | SH | SOLE | 16,226 | 0 | 5,288 | ||
Inspire Medical Systems Inc | COM | 457730109 | 2,553 | 60,671 | SH | SOLE | 60,671 | 0 | 0 | ||
Insulet Corp | COM | 45784P101 | 11,219 | 105,892 | SH | SOLE | 80,241 | 0 | 25,651 | ||
InterXion Holdings NV | COM | N47279109 | 4,916 | 73,058 | SH | SOLE | 54,253 | 0 | 18,805 | ||
International Money Express In | COM | 46005L101 | 16,929 | 1,408,415 | SH | SOLE | 1,245,846 | 0 | 162,569 | ||
Intuit | COM | 461202103 | 3,058 | 13,449 | SH | SOLE | 13,449 | 0 | 0 | ||
Intuitive Surgical Inc. | COM | 46120E602 | 1,820 | 3,172 | SH | SOLE | 3,172 | 0 | 0 | ||
Kingstone Cos Inc | COM | 496719105 | 7,228 | 380,445 | SH | SOLE | 380,445 | 0 | 0 | ||
Kinsale Capital Group | COM | 49714P108 | 30,143 | 472,030 | SH | SOLE | 388,421 | 0 | 83,609 | ||
Knight-Swift Transportation Ho | COM | 499049104 | 11,054 | 320,613 | SH | SOLE | 244,113 | 0 | 76,500 | ||
Las Vegas Sands Corp | COM | 517834107 | 2,725 | 45,943 | SH | SOLE | 45,943 | 0 | 0 | ||
Ligand Pharmaceuticals | COM | 53220K504 | 12,450 | 45,358 | SH | SOLE | 34,378 | 0 | 10,980 | ||
Limoneira Co | COM | 532746104 | 4,354 | 166,780 | SH | SOLE | 166,780 | 0 | 0 | ||
Liveperson, Inc. | COM | 538146101 | 9,131 | 351,877 | SH | SOLE | 265,544 | 0 | 86,333 | ||
MASTERcARD, Inc. | COM | 57636Q104 | 4,538 | 20,388 | SH | SOLE | 20,388 | 0 | 0 | ||
Manitex International | COM | 563420108 | 5,224 | 496,160 | SH | SOLE | 496,160 | 0 | 0 | ||
Marten Transport | COM | 573075108 | 3,215 | 152,757 | SH | SOLE | 143,050 | 0 | 9,707 | ||
Mastec Inc | COM | 576323109 | 8,565 | 191,828 | SH | SOLE | 143,581 | 0 | 48,247 | ||
Microsoft Corp. | COM | 594918104 | 3,202 | 28,005 | SH | SOLE | 28,005 | 0 | 0 | ||
Mimecast Ltd | COM | G14838109 | 4,814 | 114,970 | SH | SOLE | 85,165 | 0 | 29,805 | ||
Model N Inc | COM | 607525102 | 2,614 | 164,950 | SH | SOLE | 164,950 | 0 | 0 | ||
Monolithic Power Systems, Inc | COM | 609839105 | 9,751 | 77,680 | SH | SOLE | 59,240 | 0 | 18,440 | ||
NMI Holdings | COM | 629209305 | 10,974 | 484,515 | SH | SOLE | 367,285 | 0 | 117,230 | ||
Natera, Inc | COM | 632307104 | 4,303 | 179,768 | SH | SOLE | 134,431 | 0 | 45,337 | ||
Netflix.com Inc. | COM | 64110L106 | 4,023 | 10,755 | SH | SOLE | 10,755 | 0 | 0 | ||
Neuronetics Inc | COM | 64131A105 | 3,021 | 94,241 | SH | SOLE | 94,241 | 0 | 0 | ||
New Relic Inc | COM | 64829B100 | 2,342 | 24,863 | SH | SOLE | 18,610 | 0 | 6,253 | ||
Nuvectra Corp | COM | 67075N108 | 2,989 | 136,025 | SH | SOLE | 136,025 | 0 | 0 | ||
Nvidia Corporation | COM | 67066G104 | 2,151 | 7,656 | SH | SOLE | 7,656 | 0 | 0 | ||
Old Dominion Freight Line | COM | 679580100 | 12,239 | 75,898 | SH | SOLE | 57,912 | 0 | 17,986 | ||
Ollie's Bargain Outlet | COM | 681116109 | 11,518 | 119,864 | SH | SOLE | 90,539 | 0 | 29,325 | ||
Optinose, Inc. | COM | 68404V100 | 3,561 | 286,513 | SH | SOLE | 286,513 | 0 | 0 | ||
Orthopediatrics Corp | COM | 68752L100 | 7,627 | 208,181 | SH | SOLE | 208,181 | 0 | 0 | ||
PayPal Holdings Inc. | COM | 70450Y103 | 975 | 11,109 | SH | SOLE | 11,109 | 0 | 0 | ||
Paycom Software Inc | COM | 70432V102 | 222 | 1,430 | SH | SOLE | 1,430 | 0 | 0 | ||
Penumbra Inc. | COM | 70975L107 | 4,141 | 27,665 | SH | SOLE | 20,687 | 0 | 6,978 | ||
PetIQ Inc | COM | 71639T106 | 3,931 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Planet Fitness | COM | 72703H101 | 11,580 | 214,343 | SH | SOLE | 163,221 | 0 | 51,122 | ||
Primo Water Corp | COM | 74165N105 | 6,084 | 337,105 | SH | SOLE | 337,105 | 0 | 0 | ||
Progressive Corp | COM | 743315103 | 3,317 | 46,696 | SH | SOLE | 46,696 | 0 | 0 | ||
Proofpoint Inc. | COM | 743424103 | 5,074 | 47,723 | SH | SOLE | 36,291 | 0 | 11,432 | ||
Pros Hldgs Inc | COM | 74346Y103 | 4,166 | 118,969 | SH | SOLE | 118,969 | 0 | 0 | ||
Q2 Holdings | COM | 74736L109 | 2,853 | 47,120 | SH | SOLE | 36,597 | 0 | 10,523 | ||
Quanta Services, Inc. | COM | 74762E102 | 11,361 | 340,371 | SH | SOLE | 258,191 | 0 | 82,180 | ||
Quinstreet Inc | COM | 74874Q100 | 4,886 | 360,090 | SH | SOLE | 360,090 | 0 | 0 | ||
RA Medical Systems Inc | COM | 74933X104 | 2,162 | 118,800 | SH | SOLE | 118,800 | 0 | 0 | ||
RBC Bearings | COM | 75524B104 | 15,474 | 102,916 | SH | SOLE | 78,345 | 0 | 24,571 | ||
Rapid7 Inc | COM | 753422104 | 2,770 | 75,030 | SH | SOLE | 75,030 | 0 | 0 | ||
RingCentral INc. | COM | 76680R206 | 6,611 | 71,052 | SH | SOLE | 53,970 | 0 | 17,082 | ||
Salesforce.com Inc | COM | 79466L302 | 3,091 | 19,441 | SH | SOLE | 19,441 | 0 | 0 | ||
SendGrid, Inc. | COM | 816883102 | 12,067 | 327,998 | SH | SOLE | 282,997 | 0 | 45,001 | ||
ServiceNow Inc | COM | 81762P102 | 1,218 | 6,227 | SH | SOLE | 6,227 | 0 | 0 | ||
Sientra Inc | COM | 82621J105 | 4,452 | 186,455 | SH | SOLE | 186,455 | 0 | 0 | ||
Splunk Inc | COM | 848637104 | 1,026 | 8,492 | SH | SOLE | 8,492 | 0 | 0 | ||
Starr Surgical Company | COM | 852312305 | 11,138 | 232,059 | SH | SOLE | 176,668 | 0 | 55,391 | ||
Sterling Construction Co | COM | 859241101 | 2,809 | 196,172 | SH | SOLE | 196,172 | 0 | 0 | ||
Tabula Rasa Healthcare Inc | COM | 873379101 | 8,278 | 101,965 | SH | SOLE | 84,097 | 0 | 17,868 | ||
Tactile Systems Technology | COM | 87357P100 | 25,058 | 352,690 | SH | SOLE | 306,112 | 0 | 46,578 | ||
Talend SA- ADR | COM | 874224207 | 6,299 | 90,332 | SH | SOLE | 68,744 | 0 | 21,588 | ||
TechTarget | COM | 87874R100 | 21,527 | 1,108,502 | SH | SOLE | 940,164 | 0 | 168,338 | ||
The Joint Corp | COM | 47973J102 | 553 | 64,679 | SH | SOLE | 64,679 | 0 | 0 | ||
Trex Company Inc | COM | 89531P105 | 8,145 | 105,811 | SH | SOLE | 78,919 | 0 | 26,892 | ||
US Concrete | COM | 90333L201 | 10,611 | 231,432 | SH | SOLE | 190,002 | 0 | 41,430 | ||
USA Technologies | COM | 90328S500 | 11,987 | 1,664,883 | SH | SOLE | 1,431,012 | 0 | 233,871 | ||
Union Pacific Corp | COM | 907818108 | 3,126 | 19,198 | SH | SOLE | 19,198 | 0 | 0 | ||
United Rentals Inc | COM | 911363109 | 2,408 | 14,722 | SH | SOLE | 14,722 | 0 | 0 | ||
Unitedhealth Group, Inc. | COM | 91324P102 | 1,973 | 7,419 | SH | SOLE | 7,419 | 0 | 0 | ||
Universal Stainless & Alloy | COM | 913837100 | 6,587 | 258,216 | SH | SOLE | 258,216 | 0 | 0 | ||
Veracyte Inc | COM | 92337F107 | 3,504 | 366,946 | SH | SOLE | 366,946 | 0 | 0 | ||
Vericel Corp | COM | 92346J108 | 8,119 | 573,814 | SH | SOLE | 573,814 | 0 | 0 | ||
Vertex Pharmaceuticals Inc | COM | 92532F100 | 2,103 | 10,914 | SH | SOLE | 10,914 | 0 | 0 | ||
Viewray Inc. | COM | 92672L107 | 10,420 | 1,113,287 | SH | SOLE | 980,774 | 0 | 132,513 | ||
Virtusa Corp | COM | 92827P102 | 5,356 | 99,725 | SH | SOLE | 75,895 | 0 | 23,830 | ||
Visa Inc | COM | 92826C839 | 3,923 | 26,141 | SH | SOLE | 26,141 | 0 | 0 | ||
Vocera Communications | COM | 92857F107 | 5,329 | 145,683 | SH | SOLE | 145,683 | 0 | 0 | ||
Wix.com Ltd | COM | M98068105 | 10,325 | 86,260 | SH | SOLE | 65,529 | 0 | 20,731 |