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 |
ABBOTT LABS | COM | 002824100 | 100,503 | 1,761,047 | SH | SOLE | 1,321,120 | 0 | 439,927 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 64,121 | 1,510,868 | SH | SOLE | 999,268 | 0 | 511,600 | ||
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 19,737 | 800,369 | SH | SOLE | 464,328 | 0 | 336,041 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 443 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 115,010 | 656,298 | SH | SOLE | 493,797 | 0 | 162,501 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,393 | 621,915 | SH | SOLE | 502,695 | 0 | 119,220 | ||
ALEXANDRIA REAL ESTATE EQ IN | COM | 015271109 | 77,601 | 594,234 | SH | SOLE | 435,482 | 0 | 158,752 | ||
ALLIANCE DATA SYSTEMS CORP | COM | 018581108 | 67,161 | 264,954 | SH | SOLE | 217,617 | 0 | 47,337 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 194,501 | 185,876 | SH | SOLE | 145,234 | 0 | 40,642 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 173,240 | 164,458 | SH | SOLE | 127,280 | 0 | 37,178 | ||
ALPS ETF TR | ALERIAN MLP | 00162Q866 | 1,065 | 98,700 | SH | SOLE | 98,700 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 264,269 | 225,973 | SH | SOLE | 173,555 | 0 | 52,418 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 113,106 | 792,778 | SH | SOLE | 590,723 | 0 | 202,055 | ||
AMETEK INC NEW | COM | 031100100 | 187,127 | 2,582,132 | SH | SOLE | 1,978,611 | 0 | 603,521 | ||
ANDEAVOR | COM | 03349M105 | 83,612 | 731,255 | SH | SOLE | 595,040 | 0 | 136,215 | ||
APPLE INC | COM | 037833100 | 335,774 | 1,984,127 | SH | SOLE | 1,556,867 | 0 | 427,260 | ||
APPLIED MATLS INC | COM | 038222105 | 71,658 | 1,401,759 | SH | SOLE | 974,764 | 0 | 426,995 | ||
APTIV PLC | SHS | G6095L109 | 66,879 | 788,385 | SH | SOLE | 556,637 | 0 | 231,748 | ||
ARAMARK | COM | 03852U106 | 54,488 | 1,274,880 | SH | SOLE | 1,073,240 | 0 | 201,640 | ||
ARCOS DORADOS HOLDINGS INC | SHS CLASS -A - | G0457F107 | 107 | 10,370 | SH | SOLE | 0 | 0 | 10,370 | ||
AU OPTRONICS CORP | SPONSORED ADR | 002255107 | 70 | 16,900 | SH | SOLE | 0 | 0 | 16,900 | ||
AUTODESK INC | COM | 052769106 | 40,590 | 387,194 | SH | SOLE | 286,104 | 0 | 101,090 | ||
AVERY DENNISON CORP | COM | 053611109 | 96,584 | 840,881 | SH | SOLE | 620,311 | 0 | 220,570 | ||
AVEXIS INC | COM | 05366U100 | 44,417 | 401,350 | SH | SOLE | 258,600 | 0 | 142,750 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 57,956 | 1,790,975 | SH | SOLE | 1,136,575 | 0 | 654,400 | ||
BANK AMER CORP | COM | 060505104 | 110,869 | 3,755,716 | SH | SOLE | 2,953,199 | 0 | 802,517 | ||
BANK OF NT BUTTERFIELD&SON L | SHS NEW | G0772R208 | 43,907 | 1,209,895 | SH | SOLE | 783,955 | 0 | 425,940 | ||
BERRY GLOBAL GROUP INC | COM | 08579W103 | 68,801 | 1,172,676 | SH | SOLE | 792,991 | 0 | 379,685 | ||
BIO RAD LABS INC | CL A | 090572207 | 35,572 | 149,043 | SH | SOLE | 113,318 | 0 | 35,725 | ||
BIOGEN INC | COM | 09062X103 | 99,346 | 311,849 | SH | SOLE | 235,509 | 0 | 76,340 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 23,597 | 264,630 | SH | SOLE | 195,665 | 0 | 68,965 | ||
BIOVERATIV INC | COM | 09075E100 | 46,602 | 864,275 | SH | SOLE | 645,195 | 0 | 219,080 | ||
BLACK KNIGHT INC | COM | 09215C105 | 32,486 | 735,810 | SH | SOLE | 557,640 | 0 | 178,170 | ||
BMC STK HLDGS INC | COM | 05591B109 | 42,154 | 1,666,181 | SH | SOLE | 934,530 | 0 | 731,651 | ||
BOEING CO | COM | 097023105 | 119,518 | 405,271 | SH | SOLE | 340,751 | 0 | 64,520 | ||
BOTTOMLINE TECH DEL INC | COM | 101388106 | 22,155 | 638,837 | SH | SOLE | 357,815 | 0 | 281,022 | ||
BOYD GAMING CORP | COM | 103304101 | 43,702 | 1,246,860 | SH | SOLE | 943,700 | 0 | 303,160 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 28,168 | 299,661 | SH | SOLE | 185,321 | 0 | 114,340 | ||
BROADCOM LTD | SHS | Y09827109 | 111,819 | 435,262 | SH | SOLE | 319,380 | 0 | 115,882 | ||
BROADSOFT INC | COM | 11133B409 | 18,246 | 332,343 | SH | SOLE | 204,740 | 0 | 127,603 | ||
BUILDERS FIRSTSOURCE INC | COM | 12008R107 | 55,439 | 2,544,249 | SH | SOLE | 1,927,750 | 0 | 616,499 | ||
BURLINGTON STORES INC | COM | 122017106 | 37,569 | 305,365 | SH | SOLE | 231,345 | 0 | 74,020 | ||
CAMDEN PPTY TR | SH BEN INT | 133131102 | 25,088 | 272,520 | SH | SOLE | 144,690 | 0 | 127,830 | ||
CANTEL MEDICAL CORP | COM | 138098108 | 32,658 | 317,473 | SH | SOLE | 177,285 | 0 | 140,188 | ||
CARDIOME PHARMA CORP | COM NO PAR | 14159U301 | 7,251 | 4,678,364 | SH | SOLE | 2,515,489 | 0 | 2,162,875 | ||
CATERPILLAR INC DEL | COM | 149123101 | 6,636 | 42,110 | SH | SOLE | 23,285 | 0 | 18,825 | ||
CAVIUM INC | COM | 14964U108 | 27,155 | 323,925 | SH | SOLE | 180,085 | 0 | 143,840 | ||
CELANESE CORP DEL | COM SER A | 150870103 | 109,139 | 1,019,224 | SH | SOLE | 746,966 | 0 | 272,258 | ||
CELGENE CORP | COM | 151020104 | 116,213 | 1,113,579 | SH | SOLE | 878,875 | 0 | 234,704 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 2,674 | 7,959 | SH | SOLE | 6,859 | 0 | 1,100 | ||
CHEGG INC | COM | 163092109 | 13,878 | 850,380 | SH | SOLE | 477,805 | 0 | 372,575 | ||
CIENA CORP | COM NEW | 171779309 | 41,133 | 1,965,285 | SH | SOLE | 1,280,835 | 0 | 684,450 | ||
CISCO SYS INC | COM | 17275R102 | 7,727 | 201,755 | SH | SOLE | 111,555 | 0 | 90,200 | ||
CITIZENS FINL GROUP INC | COM | 174610105 | 6,627 | 157,870 | SH | SOLE | 89,510 | 0 | 68,360 | ||
CLOVIS ONCOLOGY INC | COM | 189464100 | 34,378 | 505,555 | SH | SOLE | 320,345 | 0 | 185,210 | ||
CME GROUP INC | COM CL A | 12572Q105 | 10,165 | 69,600 | SH | SOLE | 49,385 | 0 | 20,215 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 66,221 | 932,421 | SH | SOLE | 718,110 | 0 | 214,311 | ||
COHERENT INC | COM | 192479103 | 29,878 | 105,867 | SH | SOLE | 80,237 | 0 | 25,630 | ||
COMMSCOPE HLDG CO INC | COM | 20337X109 | 18,724 | 494,950 | SH | SOLE | 375,030 | 0 | 119,920 | ||
COMMVAULT SYSTEMS INC | COM | 204166102 | 25,214 | 480,269 | SH | SOLE | 269,558 | 0 | 210,711 | ||
CONAGRA BRANDS INC | COM | 205887102 | 6,748 | 179,145 | SH | SOLE | 101,535 | 0 | 77,610 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 179,707 | 786,224 | SH | SOLE | 597,367 | 0 | 188,857 | ||
COOPER COS INC | COM NEW | 216648402 | 129,193 | 592,956 | SH | SOLE | 437,062 | 0 | 155,894 | ||
COSTAR GROUP INC | COM | 22160N109 | 85,701 | 288,603 | SH | SOLE | 197,066 | 0 | 91,537 | ||
CRANE CO | COM | 224399105 | 39,744 | 445,465 | SH | SOLE | 337,535 | 0 | 107,930 | ||
CSX CORP | COM | 126408103 | 825 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 5,707 | 32,310 | SH | SOLE | 17,880 | 0 | 14,430 | ||
CYPRESS SEMICONDUCTOR CORP | COM | 232806109 | 47,688 | 3,129,154 | SH | SOLE | 2,465,794 | 0 | 663,360 | ||
CYRUSONE INC | COM | 23283R100 | 71,604 | 1,202,818 | SH | SOLE | 881,923 | 0 | 320,895 | ||
DANA INCORPORATED | COM | 235825205 | 29,197 | 912,126 | SH | SOLE | 691,476 | 0 | 220,650 | ||
DANAHER CORP DEL | COM | 235851102 | 71,432 | 769,580 | SH | SOLE | 541,514 | 0 | 228,066 | ||
DELPHI TECHNOLOGIES PLC | SHS | G2709G107 | 50,560 | 963,601 | SH | SOLE | 744,673 | 0 | 218,928 | ||
DIAMONDBACK ENERGY INC | COM | 25278X109 | 40,216 | 318,545 | SH | SOLE | 241,435 | 0 | 77,110 | ||
DOLLAR TREE INC | COM | 256746108 | 43,711 | 407,337 | SH | SOLE | 301,205 | 0 | 106,132 | ||
DOWDUPONT INC | COM | 26078J100 | 128,497 | 1,804,224 | SH | SOLE | 1,373,817 | 0 | 430,407 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 40,775 | 822,580 | SH | SOLE | 633,820 | 0 | 188,760 | ||
EAST WEST BANCORP INC | COM | 27579R104 | 31,392 | 516,065 | SH | SOLE | 400,595 | 0 | 115,470 | ||
ELDORADO RESORTS INC | COM | 28470R102 | 43,739 | 1,319,429 | SH | SOLE | 775,904 | 0 | 543,525 | ||
ENVISION HEALTHCARE CORP | COM | 29414D100 | 32,732 | 947,115 | SH | SOLE | 702,565 | 0 | 244,550 | ||
EOG RES INC | COM | 26875P101 | 89,776 | 831,953 | SH | SOLE | 635,135 | 0 | 196,818 | ||
EQUINIX INC | COM PAR $0.001 | 29444U700 | 53,327 | 117,663 | SH | SOLE | 81,888 | 0 | 35,775 | ||
ESSENT GROUP LTD | COM | G3198U102 | 65,510 | 1,508,755 | SH | SOLE | 1,225,525 | 0 | 283,230 | ||
EXPEDIA INC DEL | COM NEW | 30212P303 | 31,617 | 263,979 | SH | SOLE | 205,160 | 0 | 58,819 | ||
FACEBOOK INC | CL A | 30303M102 | 262,143 | 1,485,568 | SH | SOLE | 1,151,008 | 0 | 334,560 | ||
FCB FINL HLDGS INC | CL A | 30255G103 | 591 | 11,640 | SH | SOLE | 11,640 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 51,631 | 548,740 | SH | SOLE | 395,520 | 0 | 153,220 | ||
FINANCIAL ENGINES INC | COM | 317485100 | 4,776 | 157,635 | SH | SOLE | 89,395 | 0 | 68,240 | ||
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 67,107 | 348,734 | SH | SOLE | 277,120 | 0 | 71,614 | ||
FLIR SYS INC | COM | 302445101 | 35,848 | 768,940 | SH | SOLE | 582,710 | 0 | 186,230 | ||
FLOWSERVE CORP | COM | 34354P105 | 50,413 | 1,196,604 | SH | SOLE | 816,364 | 0 | 380,240 | ||
FORTINET INC | COM | 34959E109 | 63,774 | 1,459,683 | SH | SOLE | 992,466 | 0 | 467,217 | ||
FULLER H B CO | COM | 359694106 | 30,513 | 566,410 | SH | SOLE | 317,650 | 0 | 248,760 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 77,279 | 1,221,228 | SH | SOLE | 914,958 | 0 | 306,270 | ||
GARTNER INC | COM | 366651107 | 42,671 | 346,500 | SH | SOLE | 266,650 | 0 | 79,850 | ||
GRACE W R & CO DEL NEW | COM | 38388F108 | 39,697 | 566,055 | SH | SOLE | 428,805 | 0 | 137,250 | ||
GRUBHUB INC | COM | 400110102 | 416 | 5,800 | SH | SOLE | 5,800 | 0 | 0 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 5,899 | 50,439 | SH | SOLE | 27,882 | 0 | 22,557 | ||
HILL ROM HLDGS INC | COM | 431475102 | 36,753 | 436,035 | SH | SOLE | 322,665 | 0 | 113,370 | ||
HOME DEPOT INC | COM | 437076102 | 164,453 | 867,689 | SH | SOLE | 658,637 | 0 | 209,052 | ||
HONEYWELL INTL INC | COM | 438516106 | 4,355 | 28,395 | SH | SOLE | 15,690 | 0 | 12,705 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 94,964 | 825,915 | SH | SOLE | 622,443 | 0 | 203,472 | ||
ICON PLC | SHS | G4705A100 | 94,661 | 844,053 | SH | SOLE | 540,104 | 0 | 303,949 | ||
IDEXX LABS INC | COM | 45168D104 | 21,713 | 138,848 | SH | SOLE | 102,568 | 0 | 36,280 | ||
IHS MARKIT LTD | SHS | G47567105 | 45,590 | 1,009,740 | SH | SOLE | 753,937 | 0 | 255,803 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 98,544 | 590,617 | SH | SOLE | 445,955 | 0 | 144,662 | ||
INGERSOLL-RAND PLC | SHS | G47791101 | 126,768 | 1,421,329 | SH | SOLE | 1,076,820 | 0 | 344,509 | ||
INPHI CORP | COM | 45772F107 | 42,968 | 1,174,000 | SH | SOLE | 866,200 | 0 | 307,800 | ||
INSTALLED BLDG PRODS INC | COM | 45780R101 | 61,224 | 806,103 | SH | SOLE | 470,891 | 0 | 335,212 | ||
INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 58,168 | 1,215,386 | SH | SOLE | 821,826 | 0 | 393,560 | ||
INTEGRATED DEVICE TECHNOLOGY | COM | 458118106 | 24,768 | 833,100 | SH | SOLE | 494,220 | 0 | 338,880 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 90,341 | 1,280,339 | SH | SOLE | 990,475 | 0 | 289,864 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 307 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
INTERXION HOLDING N.V | SHS | N47279109 | 49,685 | 843,116 | SH | SOLE | 574,106 | 0 | 269,010 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 6,074 | 50,350 | SH | SOLE | 49,350 | 0 | 1,000 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 165,697 | 1,230,572 | SH | SOLE | 931,601 | 0 | 298,971 | ||
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 56,896 | 513,501 | SH | SOLE | 288,041 | 0 | 225,460 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 5,913 | 55,295 | SH | SOLE | 30,575 | 0 | 24,720 | ||
KAPSTONE PAPER & PACKAGING C | COM | 48562P103 | 20,423 | 900,095 | SH | SOLE | 504,875 | 0 | 395,220 | ||
KIMBERLY CLARK CORP | COM | 494368103 | 4,803 | 39,802 | SH | SOLE | 22,016 | 0 | 17,786 | ||
KLX INC | COM | 482539103 | 72,471 | 1,061,850 | SH | SOLE | 691,328 | 0 | 370,522 | ||
L BRANDS INC | COM | 501797104 | 32,977 | 547,603 | SH | SOLE | 384,644 | 0 | 162,959 | ||
LAM RESEARCH CORP | COM | 512807108 | 56,378 | 306,286 | SH | SOLE | 252,321 | 0 | 53,965 | ||
LENNOX INTL INC | COM | 526107107 | 101,024 | 485,085 | SH | SOLE | 366,273 | 0 | 118,812 | ||
LILLY ELI & CO | COM | 532457108 | 87,235 | 1,032,851 | SH | SOLE | 715,245 | 0 | 317,606 | ||
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 940 | 27,795 | SH | SOLE | 27,795 | 0 | 0 | ||
LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 70,288 | 2,214,496 | SH | SOLE | 1,440,804 | 0 | 773,692 | ||
LITHIA MTRS INC | CL A | 536797103 | 15,654 | 137,809 | SH | SOLE | 77,309 | 0 | 60,500 | ||
LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 2,016 | 47,350 | SH | SOLE | 47,350 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 4,324 | 13,468 | SH | SOLE | 13,468 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 21,998 | 449,866 | SH | SOLE | 340,816 | 0 | 109,050 | ||
MACQUARIE INFRASTRUCTURE COR | COM | 55608B105 | 40,432 | 629,778 | SH | SOLE | 449,553 | 0 | 180,225 | ||
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 31,596 | 149,849 | SH | SOLE | 82,749 | 0 | 67,100 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 210,736 | 1,552,611 | SH | SOLE | 1,149,035 | 0 | 403,576 | ||
MARTEN TRANS LTD | COM | 573075108 | 2,001 | 98,566 | SH | SOLE | 98,566 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 41,422 | 488,468 | SH | SOLE | 273,657 | 0 | 214,811 | ||
MASTEC INC | COM | 576323109 | 40,710 | 831,675 | SH | SOLE | 704,325 | 0 | 127,350 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 87,155 | 575,811 | SH | SOLE | 399,958 | 0 | 175,853 | ||
MATSON INC | COM | 57686G105 | 12,553 | 420,683 | SH | SOLE | 236,393 | 0 | 184,290 | ||
MEDICINES CO | COM | 584688105 | 79,408 | 2,904,475 | SH | SOLE | 2,216,220 | 0 | 688,255 | ||
MERCK & CO INC | COM | 58933Y105 | 684 | 12,159 | SH | SOLE | 10,468 | 0 | 1,691 | ||
MERCURY SYS INC | COM | 589378108 | 24,798 | 482,915 | SH | SOLE | 282,035 | 0 | 200,880 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 86,348 | 139,379 | SH | SOLE | 112,707 | 0 | 26,672 | ||
MGIC INVT CORP WIS | COM | 552848103 | 25,767 | 1,826,136 | SH | SOLE | 1,014,955 | 0 | 811,181 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 100,205 | 3,001,043 | SH | SOLE | 2,140,600 | 0 | 860,443 | ||
MICROCHIP TECHNOLOGY INC | COM | 595017104 | 34,622 | 393,970 | SH | SOLE | 280,415 | 0 | 113,555 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 61,057 | 1,484,843 | SH | SOLE | 1,032,340 | 0 | 452,503 | ||
MICROSEMI CORP | COM | 595137100 | 78,902 | 1,527,620 | SH | SOLE | 1,184,350 | 0 | 343,270 | ||
MICROSOFT CORP | COM | 594918104 | 223,096 | 2,608,095 | SH | SOLE | 2,010,204 | 0 | 597,891 | ||
MILACRON HLDGS CORP | COM | 59870L106 | 38,692 | 2,021,550 | SH | SOLE | 1,132,840 | 0 | 888,710 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 19,027 | 169,342 | SH | SOLE | 95,033 | 0 | 74,309 | ||
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 63,055 | 996,286 | SH | SOLE | 692,620 | 0 | 303,666 | ||
MSCI INC | COM | 55354G100 | 61,408 | 485,284 | SH | SOLE | 368,181 | 0 | 117,103 | ||
NATIONAL VISION HLDGS INC | COM | 63845R107 | 16,305 | 401,500 | SH | SOLE | 224,780 | 0 | 176,720 | ||
NATURAL GROCERS BY VITAMIN C | COM | 63888U108 | 268 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 37,313 | 1,097,763 | SH | SOLE | 831,653 | 0 | 266,110 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 136,949 | 2,293,181 | SH | SOLE | 1,536,279 | 0 | 756,902 | ||
NEW RELIC INC | COM | 64829B100 | 25,908 | 448,466 | SH | SOLE | 339,916 | 0 | 108,550 | ||
NEWELL BRANDS INC | COM | 651229106 | 10,793 | 349,293 | SH | SOLE | 258,543 | 0 | 90,750 | ||
NEXSTAR MEDIA GROUP INC | CL A | 65336K103 | 55,541 | 710,247 | SH | SOLE | 459,993 | 0 | 250,254 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 3,886 | 24,880 | SH | SOLE | 19,830 | 0 | 5,050 | ||
NICE LTD | SPONSORED ADR | 653656108 | 60,482 | 658,062 | SH | SOLE | 444,187 | 0 | 213,875 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 10,318 | 510,800 | SH | SOLE | 284,700 | 0 | 226,100 | ||
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 7,163 | 97,245 | SH | SOLE | 53,740 | 0 | 43,505 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 39,307 | 298,802 | SH | SOLE | 226,472 | 0 | 72,330 | ||
OMNICELL INC | COM | 68213N109 | 32,868 | 677,682 | SH | SOLE | 380,317 | 0 | 297,365 | ||
ON SEMICONDUCTOR CORP | COM | 682189105 | 31,656 | 1,511,735 | SH | SOLE | 1,146,125 | 0 | 365,610 | ||
ORBOTECH LTD | ORD | M75253100 | 55,792 | 1,110,507 | SH | SOLE | 838,113 | 0 | 272,394 | ||
PACIFIC PREMIER BANCORP | COM | 69478X105 | 24,875 | 621,867 | SH | SOLE | 348,450 | 0 | 273,417 | ||
PACIRA PHARMACEUTICALS INC | COM | 695127100 | 56,876 | 1,245,923 | SH | SOLE | 817,059 | 0 | 428,864 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 21,765 | 150,165 | SH | SOLE | 110,939 | 0 | 39,226 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 85,255 | 1,158,036 | SH | SOLE | 819,775 | 0 | 338,261 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 123,916 | 1,172,889 | SH | SOLE | 920,355 | 0 | 252,534 | ||
PINNACLE FINL PARTNERS INC | COM | 72346Q104 | 25,096 | 378,515 | SH | SOLE | 201,465 | 0 | 177,050 | ||
PINNACLE FOODS INC DEL | COM | 72348P104 | 80,330 | 1,350,770 | SH | SOLE | 1,020,750 | 0 | 330,020 | ||
PIONEER NAT RES CO | COM | 723787107 | 45,660 | 264,160 | SH | SOLE | 184,750 | 0 | 79,410 | ||
PRA HEALTH SCIENCES INC | COM | 69354M108 | 628 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
PRICELINE GRP INC | COM NEW | 741503403 | 61,076 | 35,147 | SH | SOLE | 24,633 | 0 | 10,514 | ||
PROGRESSIVE CORP OHIO | COM | 743315103 | 132,087 | 2,345,303 | SH | SOLE | 1,650,017 | 0 | 695,286 | ||
PROOFPOINT INC | COM | 743424103 | 38,460 | 433,055 | SH | SOLE | 249,566 | 0 | 183,489 | ||
PROTHENA CORP PLC | SHS | G72800108 | 25,518 | 680,659 | SH | SOLE | 466,849 | 0 | 213,810 | ||
PTC INC | COM | 69370C100 | 22,957 | 377,771 | SH | SOLE | 286,321 | 0 | 91,450 | ||
PVH CORP | COM | 693656100 | 33,545 | 244,481 | SH | SOLE | 181,361 | 0 | 63,120 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 39,541 | 401,476 | SH | SOLE | 293,476 | 0 | 108,000 | ||
RAYMOND JAMES FINANCIAL INC | COM | 754730109 | 35,129 | 393,379 | SH | SOLE | 304,624 | 0 | 88,755 | ||
REALPAGE INC | COM | 75606N109 | 40,343 | 910,688 | SH | SOLE | 695,768 | 0 | 214,920 | ||
RED HAT INC | COM | 756577102 | 62,371 | 519,329 | SH | SOLE | 440,889 | 0 | 78,440 | ||
RESOLUTE ENERGY CORP | COM NEW | 76116A306 | 13,067 | 415,220 | SH | SOLE | 233,050 | 0 | 182,170 | ||
ROBERT HALF INTL INC | COM | 770323103 | 29,479 | 530,770 | SH | SOLE | 402,300 | 0 | 128,470 | ||
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 6,283 | 52,675 | SH | SOLE | 29,865 | 0 | 22,810 | ||
RSP PERMIAN INC | COM | 74978Q105 | 66,096 | 1,624,775 | SH | SOLE | 1,178,645 | 0 | 446,130 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 39,044 | 768,436 | SH | SOLE | 445,400 | 0 | 323,036 | ||
RYDER SYS INC | COM | 783549108 | 59,492 | 706,809 | SH | SOLE | 480,084 | 0 | 226,725 | ||
S&P GLOBAL INC | COM | 78409V104 | 78,912 | 465,831 | SH | SOLE | 357,060 | 0 | 108,771 | ||
SALESFORCE COM INC | COM | 79466L302 | 131,957 | 1,290,782 | SH | SOLE | 973,267 | 0 | 317,515 | ||
SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 15,057 | 808,630 | SH | SOLE | 430,370 | 0 | 378,260 | ||
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 506 | 3,100 | SH | SOLE | 3,100 | 0 | 0 | ||
SCHLUMBERGER LTD | COM | 806857108 | 325 | 4,824 | SH | SOLE | 4,824 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 131,662 | 1,009,752 | SH | SOLE | 767,160 | 0 | 242,592 | ||
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 51,653 | 775,915 | SH | SOLE | 587,696 | 0 | 188,219 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 13,267 | 139,725 | SH | SOLE | 103,365 | 0 | 36,360 | ||
SLM CORP | COM | 78442P106 | 21,404 | 1,894,195 | SH | SOLE | 1,055,475 | 0 | 838,720 | ||
SMITH A O | COM | 831865209 | 36,361 | 593,352 | SH | SOLE | 449,602 | 0 | 143,750 | ||
SOTHEBYS | COM | 835898107 | 24,437 | 473,579 | SH | SOLE | 359,089 | 0 | 114,490 | ||
SPDR SERIES TRUST | S&P REGL BKG | 78464A698 | 524 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 59,122 | 713,693 | SH | SOLE | 539,486 | 0 | 174,207 | ||
STAG INDL INC | COM | 85254J102 | 1,764 | 64,550 | SH | SOLE | 64,550 | 0 | 0 | ||
STERIS PLC | SHS USD | G84720104 | 147,958 | 1,691,533 | SH | SOLE | 1,286,730 | 0 | 404,803 | ||
SUMMIT MATLS INC | CL A | 86614U100 | 102,374 | 3,256,164 | SH | SOLE | 2,425,987 | 0 | 830,178 | ||
SUN CMNTYS INC | COM | 866674104 | 41,679 | 449,219 | SH | SOLE | 340,069 | 0 | 109,150 | ||
TABLEAU SOFTWARE INC | CL A | 87336U105 | 28,284 | 408,730 | SH | SOLE | 235,376 | 0 | 173,354 | ||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 72,331 | 399,290 | SH | SOLE | 306,380 | 0 | 92,910 | ||
TEXAS INSTRS INC | COM | 882508104 | 8,024 | 76,830 | SH | SOLE | 42,400 | 0 | 34,430 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 5,736 | 30,211 | SH | SOLE | 26,065 | 0 | 4,146 | ||
TOPBUILD CORP | COM | 89055F103 | 34,774 | 459,125 | SH | SOLE | 347,945 | 0 | 111,180 | ||
TOTAL SYS SVCS INC | COM | 891906109 | 63,197 | 799,055 | SH | SOLE | 618,865 | 0 | 180,190 | ||
TRANSDIGM GROUP INC | COM | 893641100 | 65,844 | 239,765 | SH | SOLE | 186,846 | 0 | 52,919 | ||
TRANSUNION | COM | 89400J107 | 65,721 | 1,195,790 | SH | SOLE | 895,490 | 0 | 300,300 | ||
TRINSEO S A | SHS | L9340P101 | 34,220 | 471,345 | SH | SOLE | 258,705 | 0 | 212,640 | ||
TWITTER INC | COM | 90184L102 | 214 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | ||
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 30,007 | 137,504 | SH | SOLE | 81,783 | 0 | 55,721 | ||
ULTRA CLEAN HLDGS INC | COM | 90385V107 | 11,408 | 494,075 | SH | SOLE | 275,145 | 0 | 218,930 | ||
UNION PAC CORP | COM | 907818108 | 125,879 | 938,694 | SH | SOLE | 704,910 | 0 | 233,784 | ||
UNITED CONTL HLDGS INC | COM | 910047109 | 103,835 | 1,540,582 | SH | SOLE | 1,182,892 | 0 | 357,690 | ||
UNIVAR INC | COM | 91336L107 | 62,881 | 2,031,029 | SH | SOLE | 1,528,149 | 0 | 502,880 | ||
VAIL RESORTS INC | COM | 91879Q109 | 54,181 | 255,004 | SH | SOLE | 176,981 | 0 | 78,023 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 52,245 | 568,433 | SH | SOLE | 395,215 | 0 | 173,218 | ||
VANTIV INC | CL A | 92210H105 | 69,262 | 941,697 | SH | SOLE | 777,442 | 0 | 164,255 | ||
VENTAS INC | COM | 92276F100 | 283 | 4,719 | SH | SOLE | 4,719 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 90,830 | 1,716,047 | SH | SOLE | 1,316,540 | 0 | 399,507 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 92,743 | 618,861 | SH | SOLE | 469,638 | 0 | 149,223 | ||
VISA INC | COM CL A | 92826C839 | 191,732 | 1,681,568 | SH | SOLE | 1,317,981 | 0 | 363,587 | ||
VULCAN MATLS CO | COM | 929160109 | 36,571 | 284,886 | SH | SOLE | 215,322 | 0 | 69,564 | ||
WAGEWORKS INC | COM | 930427109 | 27,626 | 445,580 | SH | SOLE | 249,625 | 0 | 195,955 | ||
WAL-MART STORES INC | COM | 931142103 | 8,186 | 82,895 | SH | SOLE | 45,840 | 0 | 37,055 | ||
WASTE CONNECTIONS INC | COM | 94106B101 | 971 | 13,686 | SH | SOLE | 13,686 | 0 | 0 | ||
WATSCO INC | COM | 942622200 | 22,868 | 134,485 | SH | SOLE | 74,130 | 0 | 60,355 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 365 | 3,700 | SH | SOLE | 3,700 | 0 | 0 | ||
WESTERN ALLIANCE BANCORP | COM | 957638109 | 53,169 | 939,045 | SH | SOLE | 782,785 | 0 | 156,260 | ||
WEX INC | COM | 96208T104 | 60,091 | 425,483 | SH | SOLE | 288,896 | 0 | 136,587 | ||
WNS HOLDINGS LTD | SPON ADR | 92932M101 | 27,831 | 693,525 | SH | SOLE | 382,790 | 0 | 310,735 | ||
WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 56,862 | 2,561,329 | SH | SOLE | 1,678,197 | 0 | 883,132 | ||
ZAYO GROUP HLDGS INC | COM | 98919V105 | 31,115 | 845,521 | SH | SOLE | 640,491 | 0 | 205,030 | ||
ZENDESK INC | COM | 98936J101 | 34,638 | 1,023,575 | SH | SOLE | 598,405 | 0 | 425,170 | ||
ZYNGA INC | CL A | 98986T108 | 455 | 113,700 | SH | SOLE | 113,700 | 0 | 0 |