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 |
ABIOMED INC | COM | 003654100 | 834 | 1,855 | SH | SOLE | 1,821 | 0 | 34 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 12,378 | 72,725 | SH | SOLE | 29,975 | 0 | 42,750 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 16,385 | 196,961 | SH | SOLE | 84,672 | 0 | 112,289 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,365 | 44,176 | SH | SOLE | 43,057 | 0 | 1,119 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 1,811 | 4,629 | SH | SOLE | 4,629 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 26,820 | 22,219 | SH | SOLE | 11,798 | 0 | 10,421 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 1 | 1 | SH | SOLE | 1 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 25,765 | 12,863 | SH | SOLE | 7,320 | 0 | 5,543 | ||
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 12,948 | 236,711 | SH | SOLE | 236,530 | 0 | 181 | ||
APPLE INC | COM | 037833100 | 20,324 | 90,031 | SH | SOLE | 30,862 | 0 | 59,169 | ||
APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 17,432 | 222,774 | SH | SOLE | 222,774 | 0 | 0 | ||
APTIV PLC | SHS | G6095L109 | 9,398 | 112,013 | SH | SOLE | 53,038 | 0 | 58,975 | ||
ASGN INC | COM | 00191U102 | 17,585 | 222,790 | SH | SOLE | 222,582 | 0 | 208 | ||
AT HOME GROUP INC | COM | 04650Y100 | 10,731 | 340,355 | SH | SOLE | 340,355 | 0 | 0 | ||
AVERY DENNISON CORP | COM | 053611109 | 735 | 6,787 | SH | SOLE | 6,630 | 0 | 157 | ||
BOEING CO | COM | 097023105 | 12,799 | 34,414 | SH | SOLE | 16,494 | 0 | 17,920 | ||
BOINGO WIRELESS INC | COM | 09739C102 | 8,128 | 232,897 | SH | SOLE | 232,897 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 9,063 | 235,399 | SH | SOLE | 109,081 | 0 | 126,318 | ||
BRINKS CO | COM | 109696104 | 14,964 | 214,539 | SH | SOLE | 214,539 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 11,257 | 69,098 | SH | SOLE | 36,958 | 0 | 32,140 | ||
CALLAWAY GOLF CO | COM | 131193104 | 12,635 | 520,186 | SH | SOLE | 519,696 | 0 | 490 | ||
CARBONITE INC | COM | 141337105 | 12,524 | 351,305 | SH | SOLE | 351,305 | 0 | 0 | ||
CELANESE CORP DEL | COM | 150870103 | 9,052 | 79,406 | SH | SOLE | 38,182 | 0 | 41,224 | ||
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 896 | 11,615 | SH | SOLE | 11,615 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 14,598 | 412,248 | SH | SOLE | 168,827 | 0 | 243,421 | ||
CONAGRA BRANDS INC | COM | 205887102 | 6,664 | 196,165 | SH | SOLE | 57,212 | 0 | 138,953 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 9,616 | 44,599 | SH | SOLE | 20,549 | 0 | 24,050 | ||
COOPER COS INC | COM NEW | 216648402 | 2,671 | 9,638 | SH | SOLE | 9,638 | 0 | 0 | ||
COSTAR GROUP INC | COM | 22160N109 | 2,632 | 6,255 | SH | SOLE | 6,224 | 0 | 31 | ||
CREDICORP LTD | COM | G2519Y108 | 1,376 | 6,168 | SH | SOLE | 6,168 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 8,281 | 196,328 | SH | SOLE | 96,328 | 0 | 100,000 | ||
DANAHER CORP DEL | COM | 235851102 | 12,291 | 113,115 | SH | SOLE | 32,305 | 0 | 80,810 | ||
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 7,926 | 119,695 | SH | SOLE | 119,695 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 11,114 | 73,928 | SH | SOLE | 32,287 | 0 | 41,641 | ||
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 6,707 | 128,016 | SH | SOLE | 56,950 | 0 | 71,066 | ||
ECHO GLOBAL LOGISTICS INC | COM | 27875T101 | 12,465 | 402,742 | SH | SOLE | 402,742 | 0 | 0 | ||
ENOVA INTL INC | COM | 29357K103 | 12,952 | 449,725 | SH | SOLE | 449,725 | 0 | 0 | ||
ETSY INC | COM | 29786A106 | 18,728 | 364,508 | SH | SOLE | 364,274 | 0 | 234 | ||
EVO PMTS INC | CL A COM | 26927E104 | 10,560 | 441,825 | SH | SOLE | 441,825 | 0 | 0 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 15,308 | 193,963 | SH | SOLE | 193,777 | 0 | 186 | ||
FIRSTCASH INC | COM | 33767D105 | 13,667 | 166,673 | SH | SOLE | 166,515 | 0 | 158 | ||
FIVE9 INC | COM | 338307101 | 17,908 | 409,877 | SH | SOLE | 409,552 | 0 | 325 | ||
FOCUS FINL PARTNERS INC | COM CL A | 34417P100 | 7,711 | 162,481 | SH | SOLE | 162,481 | 0 | 0 | ||
FORTIVE CORP | COM | 34959J108 | 12,716 | 151,023 | SH | SOLE | 61,287 | 0 | 89,736 | ||
GENERAC HLDGS INC | COM | 368736104 | 20,749 | 367,825 | SH | SOLE | 367,605 | 0 | 220 | ||
GLOBAL PMTS INC | COM | 37940X102 | 9,388 | 73,686 | SH | SOLE | 31,714 | 0 | 41,972 | ||
GLOBANT S A | COM | L44385109 | 1,241 | 21,029 | SH | SOLE | 21,029 | 0 | 0 | ||
GRAND CANYON ED INC | COM | 38526M106 | 14,044 | 124,502 | SH | SOLE | 124,379 | 0 | 123 | ||
GREEN DOT CORP | CL A | 39304D102 | 20,127 | 226,602 | SH | SOLE | 226,355 | 0 | 247 | ||
GRUBHUB INC | COM | 400110102 | 1,363 | 9,836 | SH | SOLE | 9,733 | 0 | 103 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 6,931 | 49,819 | SH | SOLE | 14,898 | 0 | 34,921 | ||
HEALTHEQUITY INC | COM | 42226A107 | 11,709 | 124,020 | SH | SOLE | 123,914 | 0 | 106 | ||
HOME DEPOT INC | COM | 437076102 | 14,307 | 69,064 | SH | SOLE | 29,313 | 0 | 39,751 | ||
HORIZON PHARMA PLC | SHS | G4617B105 | 19,470 | 994,358 | SH | SOLE | 994,358 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 9,970 | 66,046 | SH | SOLE | 65,983 | 0 | 63 | ||
ICON PLC | SHS | G4705A100 | 20,098 | 130,716 | SH | SOLE | 92,098 | 0 | 38,618 | ||
ICU MED INC | COM | 44930G107 | 12,190 | 43,112 | SH | SOLE | 43,068 | 0 | 44 | ||
IDEXX LABS INC | COM | 45168D104 | 3,218 | 12,888 | SH | SOLE | 12,888 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 2,080 | 5,668 | SH | SOLE | 5,668 | 0 | 0 | ||
INSPERITY INC | COM | 45778Q107 | 16,432 | 139,316 | SH | SOLE | 139,189 | 0 | 127 | ||
JONES LANG LASALLE INC | COM | 48020Q107 | 9,173 | 63,558 | SH | SOLE | 29,811 | 0 | 33,747 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 13,850 | 122,740 | SH | SOLE | 37,162 | 0 | 85,578 | ||
KELLOGG CO | COM | 487836108 | 9,929 | 141,801 | SH | SOLE | 67,101 | 0 | 74,700 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 7,970 | 45,889 | SH | SOLE | 13,556 | 0 | 32,333 | ||
LHC GROUP INC | COM | 50187A107 | 22,088 | 214,464 | SH | SOLE | 214,304 | 0 | 160 | ||
LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | 18,857 | 68,699 | SH | SOLE | 68,638 | 0 | 61 | ||
LITTELFUSE INC | COM | 537008104 | 518 | 2,619 | SH | SOLE | 2,558 | 0 | 61 | ||
LIVEPERSON INC | COM | 538146101 | 14,175 | 546,224 | SH | SOLE | 546,224 | 0 | 0 | ||
MASIMO CORP | COM | 574795100 | 16,763 | 134,599 | SH | SOLE | 134,408 | 0 | 191 | ||
MASTEC INC | COM | 576323109 | 8,380 | 187,678 | SH | SOLE | 187,531 | 0 | 147 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 14,895 | 66,910 | SH | SOLE | 36,678 | 0 | 30,232 | ||
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 11,365 | 155,022 | SH | SOLE | 154,820 | 0 | 202 | ||
MEDTRONIC PLC | SHS | G5960L103 | 223 | 2,262 | SH | SOLE | 2,262 | 0 | 0 | ||
MERIT MED SYS INC | COM | 589889104 | 21,173 | 344,549 | SH | SOLE | 344,312 | 0 | 237 | ||
MICROSOFT CORP | COM | 594918104 | 27,182 | 237,663 | SH | SOLE | 124,933 | 0 | 112,730 | ||
MIMECAST LTD | ORD SHS | G14838109 | 17,578 | 419,731 | SH | SOLE | 419,373 | 0 | 358 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 14,173 | 112,905 | SH | SOLE | 112,800 | 0 | 105 | ||
MSCI INC | COM | 55354G100 | 3,061 | 17,254 | SH | SOLE | 17,193 | 0 | 61 | ||
NETFLIX INC | COM | 64110L106 | 4,366 | 11,669 | SH | SOLE | 11,648 | 0 | 21 | ||
NVIDIA CORP | COM | 67066G104 | 11,747 | 41,800 | SH | SOLE | 21,484 | 0 | 20,316 | ||
OCCIDENTAL PETE CORP DEL | COM | 674599105 | 8,300 | 101,013 | SH | SOLE | 28,766 | 0 | 72,247 | ||
OLD DOMINION FGHT LINES INC | COM | 679580100 | 3,087 | 19,143 | SH | SOLE | 19,043 | 0 | 100 | ||
OLLIES BARGAIN OUTLT HLDGS I | COM | 681116109 | 19,259 | 200,401 | SH | SOLE | 200,217 | 0 | 184 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 3,447 | 15,304 | SH | SOLE | 15,252 | 0 | 52 | ||
PARSLEY ENERGY INC | CL A | 701877102 | 8,468 | 289,520 | SH | SOLE | 113,297 | 0 | 176,223 | ||
PENUMBRA INC | COM | 70975L107 | 13,686 | 91,422 | SH | SOLE | 91,353 | 0 | 69 | ||
PETIQ INC | COM CL A | 71639T106 | 13,795 | 350,931 | SH | SOLE | 350,931 | 0 | 0 | ||
PGT INNOVATIONS INC | COM | 69336V101 | 11,304 | 523,351 | SH | SOLE | 523,351 | 0 | 0 | ||
PLANET FITNESS INC | CL A | 72703H101 | 10,884 | 201,439 | SH | SOLE | 201,255 | 0 | 184 | ||
PROOFPOINT INC | COM | 743424103 | 556 | 5,230 | SH | SOLE | 5,134 | 0 | 96 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 14,272 | 311,268 | SH | SOLE | 311,268 | 0 | 0 | ||
QUALYS INC | COM | 74758T303 | 14,543 | 163,218 | SH | SOLE | 163,078 | 0 | 140 | ||
REALPAGE INC | COM | 75606N109 | 15,599 | 236,713 | SH | SOLE | 236,488 | 0 | 225 | ||
RED ROCK RESORTS INC | CL A | 75700L108 | 13,190 | 494,927 | SH | SOLE | 494,571 | 0 | 356 | ||
REPLIGEN CORP | COM | 759916109 | 8,264 | 149,017 | SH | SOLE | 149,017 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 612 | 6,580 | SH | SOLE | 6,381 | 0 | 199 | ||
ROBERT HALF INTL INC | COM | 770323103 | 654 | 9,295 | SH | SOLE | 9,117 | 0 | 178 | ||
RUSH ENTERPRISES INC | CL A | 781846209 | 7,504 | 190,899 | SH | SOLE | 190,618 | 0 | 281 | ||
S&P GLOBAL INC | COM | 78409V104 | 6,434 | 32,931 | SH | SOLE | 9,549 | 0 | 23,382 | ||
SAIA INC | COM | 78709Y105 | 9,163 | 119,861 | SH | SOLE | 119,861 | 0 | 0 | ||
SALESFORCE COM INC | COM | 79466L302 | 17,580 | 110,546 | SH | SOLE | 56,680 | 0 | 53,866 | ||
SELECT MED HLDGS CORP | COM | 81619Q105 | 13,216 | 718,235 | SH | SOLE | 718,235 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 3,120 | 15,946 | SH | SOLE | 15,946 | 0 | 0 | ||
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 13,736 | 182,315 | SH | SOLE | 182,315 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 3,003 | 30,334 | SH | SOLE | 30,334 | 0 | 0 | ||
SVB FINL GROUP | COM | 78486Q101 | 11,717 | 37,696 | SH | SOLE | 20,016 | 0 | 17,680 | ||
TRANSUNION | COM | 89400J107 | 3,095 | 42,062 | SH | SOLE | 41,889 | 0 | 173 | ||
TREX CO INC | COM | 89531P105 | 16,639 | 216,143 | SH | SOLE | 215,875 | 0 | 268 | ||
TRIPADVISOR INC | COM | 896945201 | 536 | 10,491 | SH | SOLE | 10,284 | 0 | 207 | ||
UNITED RENTALS INC | COM | 911363109 | 863 | 5,278 | SH | SOLE | 5,194 | 0 | 84 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 17,388 | 65,359 | SH | SOLE | 30,820 | 0 | 34,539 | ||
VEEVA SYS INC | CL A COM | 922475108 | 2,511 | 23,068 | SH | SOLE | 23,068 | 0 | 0 | ||
VIRTUSA CORP | COM | 92827P102 | 16,144 | 300,579 | SH | SOLE | 300,579 | 0 | 0 | ||
VISTEON CORP | COM NEW | 92839U206 | 231 | 2,488 | SH | SOLE | 2,429 | 0 | 59 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 10,310 | 281,853 | SH | SOLE | 281,853 | 0 | 0 | ||
GRAINGER W W INC | COM | 384802104 | 10,607 | 29,677 | SH | SOLE | 14,670 | 0 | 15,007 | ||
WASTE MGMT INC DEL | COM | 94106L109 | 8,627 | 95,469 | SH | SOLE | 28,538 | 0 | 66,931 | ||
WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 15,298 | 212,499 | SH | SOLE | 212,304 | 0 | 195 | ||
WINGSTOP INC | COM | 974155103 | 15,349 | 224,829 | SH | SOLE | 224,829 | 0 | 0 | ||
ZEBRA TECHNOLOGIES CORP | CL A | 989207105 | 573 | 3,238 | SH | SOLE | 3,163 | 0 | 75 | ||
ZIONS BANCORPORATION | COM | 989701107 | 8,856 | 176,582 | SH | SOLE | 53,305 | 0 | 123,277 | ||
ZOETIS INC | CL A | 98978V103 | 7,789 | 85,074 | SH | SOLE | 25,893 | 0 | 59,181 |