Kames Capital 13F-HR Quarterly holdings report by institutional manager

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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OMB Number:		3235-0006
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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
WASTE CONNECTIONS US, INC.	COMMON STOCK CAD	94106B101	2,073	29,074	SH		SOLE		29,074	0	0
ALBEMARLE CORPORATION	COMMON STOCK USD	012653101	47,100	507,924	SH		SOLE		507,924	0	0
ANSYS, INC.	COMMON STOCK USD	03662Q105	53,772	343,442	SH		SOLE		343,442	0	0
COHERENT, INC.	COMMON STOCK USD	192479103	77,057	411,250	SH		SOLE		411,250	0	0
THE COOPER COMPANIES, INC.	COMMON STOCK USD	216648402	1,194	5,217	SH		SOLE		5,217	0	0
ENERGIZER HOLDINGS, INC.	COMMON STOCK USD	29272W109	2,014	33,802	SH		SOLE		33,802	0	0
EDWARDS LIFESCIENCES CORPORATION	COMMON STOCK USD	28176E108	2,162	15,497	SH		SOLE		15,497	0	0
FIRST REPUBLIC BANK	COMMON STOCK USD	33616C100	30,455	329,035	SH		SOLE		329,035	0	0
HOSPITALITY PROPERTIES TRUST	REIT USD	44106M102	4,970	196,223	SH		SOLE		196,223	0	0
TRANSUNION	COMMON STOCK USD	89400J107	1,871	32,975	SH		SOLE		32,975	0	0
INTUITIVE SURGICAL, INC.	COMMON STOCK USD	46120E602	25,658	62,151	SH		SOLE		62,151	0	0
JACK HENRY ASSOCIATES, INC.	COMMON STOCK USD	426281101	10,235	84,621	SH		SOLE		84,621	0	0
LEAR CORPORATION	COMMON STOCK USD	521865204	1,513	8,129	SH		SOLE		8,129	0	0
LITTELFUSE, INC.	COMMON STOCK USD	537008104	65,045	312,658	SH		SOLE		312,658	0	0
THE PROGRESSIVE CORPORATION	COMMON STOCK USD	743315103	1,946	31,948	SH		SOLE		31,948	0	0
SANDERSON FARMS, INC.	COMMON STOCK USD	800013104	1,214	10,202	SH		SOLE		10,202	0	0
STEEL DYNAMICS, INC.	COMMON STOCK USD	858119100	32,130	726,757	SH		SOLE		726,757	0	0
RAVEN INDUSTRIES, INC.	COMMON STOCK USD	754212108	6,289	179,703	SH		SOLE		179,703	0	0
PRA HEALTH SCIENCES, INC.	COMMON STOCK USD	69354M108	1,835	22,118	SH		SOLE		22,118	0	0
TRIMBLE INC.	COMMON STOCK USD	896239100	30,752	857,074	SH		SOLE		857,074	0	0
T. ROWE PRICE GROUP, INC.	COMMON STOCK USD	74144T108	117,162	1,085,955	SH		SOLE		1,069,120	0	16,835
TAKE-TWO INTERACTIVE SOFTWARE, INC.	COMMON STOCK USD	874054109	1,440	14,723	SH		SOLE		14,723	0	0
OLLIE'S BARGAIN OUTLET HOLDINGS, INC.	COMMON STOCK USD	681116109	1,627	26,983	SH		SOLE		26,983	0	0
WATSCO, INC.	COMMON STOCK USD	942622200	24,996	138,379	SH		SOLE		120,772	0	17,607
WATTS WATER TECHNOLOGIES, INC.	COMMON STOCK USD	942749102	1,842	23,728	SH		SOLE		23,728	0	0
FOX FACTORY HOLDING CORP.	COMMON STOCK USD	35138V102	24,225	694,127	SH		SOLE		694,127	0	0
LAMB WESTON HOLDINGS, INC.	COMMON STOCK USD	513272104	24,631	423,144	SH		SOLE		423,144	0	0
LCI INDUSTRIES	COMMON STOCK USD	50189K103	29,519	283,429	SH		SOLE		283,429	0	0
AG MORTGAGE INVESTMENT TRUST, INC.	REIT USD	001228105	515	29,649	SH		SOLE		29,649	0	0
ARES COMMERCIAL REAL ESTATE CORPORATION	REIT USD	04013V108	2,644	214,115	SH		SOLE		214,115	0	0
INSULET CORPORATION	COMMON STOCK USD	45784P101	50,482	582,800	SH		SOLE		582,800	0	0
BURLINGTON STORES, INC.	COMMON STOCK USD	122017106	108,198	812,658	SH		SOLE		812,658	0	0
NEW RESIDENTIAL INVESTMENT CORP.	REIT USD	64828T201	13,078	795,511	SH		SOLE		795,511	0	0
EVERBRIDGE, INC.	COMMON STOCK USD	29978A104	2,598	71,033	SH		SOLE		71,033	0	0
ENTEGRIS, INC.	COMMON STOCK USD	29362U104	6,943	199,516	SH		SOLE		199,516	0	0
TAYLOR MORRISON HOME CORPORATION	COMMON STOCK USD	87724P106	1,207	51,858	SH		SOLE		51,858	0	0
BRITISH AMERICAN TOBACCO P.L.C.	ADR USD	110448107	33,636	583,975	SH		SOLE		478,826	0	105,149
HOULIHAN LOKEY, INC.	COMMON STOCK USD	441593100	1,861	41,741	SH		SOLE		41,741	0	0
PJT PARTNERS INC.	COMMON STOCK USD	69343T107	2,168	43,317	SH		SOLE		43,317	0	0
PENN VIRGINIA CORPORATION	COMMON STOCK USD	70788V102	1,617	46,191	SH		SOLE		46,191	0	0
TITAN MACHINERY INC.	COMMON STOCK USD	88830R101	2,009	85,443	SH		SOLE		85,443	0	0
ULTRA PETROLEUM CORP.	COMMON STOCK USD	903914208	403	96,734	SH		SOLE		96,734	0	0
MTGE INVESTMENT CORP.	REIT USD	55378A105	439	24,533	SH		SOLE		24,533	0	0
BLACKSTONE MORTGAGE TRUST, INC.	REIT USD	09257W100	6,333	201,762	SH		SOLE		201,762	0	0
GRANITE POINT MORTGAGE TRUST INC.	REIT USD	38741L107	6,021	363,780	SH		SOLE		363,780	0	0
TWO HARBORS INVESTMENT CORP.	REIT USD	90187B408	5,560	361,954	SH		SOLE		361,954	0	0
PLANET FITNESS, INC.	COMMON STOCK USD	72703H101	1,460	38,660	SH		SOLE		38,660	0	0
FORESTAR GROUP INC.	COMMON STOCK USD	346232101	1,168	55,201	SH		SOLE		55,201	0	0
MINDBODY, INC.	COMMON STOCK USD	60255W105	1,839	47,326	SH		SOLE		47,326	0	0
WORLDPAY SF, INC.	COMMON STOCK USD	981558109	84,143	1,023,394	SH		SOLE		1,023,394	0	0
LIVE OAK BANKING COMPANY	COMMON STOCK USD	53803X105	1,932	69,609	SH		SOLE		69,609	0	0
FIRST CITIZENS BANCSHARES, INC.	COMMON STOCK USD	31946M103	1,827	4,422	SH		SOLE		4,422	0	0
NOVANTA INC.	COMMON STOCK USD	67000B104	14,613	280,414	SH		SOLE		280,414	0	0
AETNA INC.	COMMON STOCK USD	00817Y108	43,110	255,557	SH		SOLE		255,557	0	0
RED HAT, INC.	COMMON STOCK USD	756577102	1,088	7,279	SH		SOLE		7,279	0	0
ATT INC.	COMMON STOCK USD	00206R102	3,577	100,329	SH		SOLE		100,329	0	0
SVB FINANCIAL GROUP	COMMON STOCK USD	78486Q101	66,117	275,593	SH		SOLE		275,593	0	0
TTM TECHNOLOGIES, INC.	COMMON STOCK USD	87305R109	1,082	70,799	SH		SOLE		70,799	0	0
HOST HOTELS RESORTS, INC.	REIT USD	44107P104	5,061	271,675	SH		SOLE		271,675	0	0
WYNDHAM WORLDWIDE CORPORATION	COMMON STOCK USD	98310W108	22,000	192,753	SH		SOLE		174,634	0	18,119
MEDICAL PROPERTIES TRUST, INC.	REIT USD	58463J304	5,979	460,253	SH		SOLE		460,253	0	0
WELLCARE HEALTH PLANS, INC.	COMMON STOCK USD	94946T106	2,010	10,373	SH		SOLE		10,373	0	0
ACTIVISION BLIZZARD, INC.	COMMON STOCK USD	00507V109	84,257	1,250,022	SH		SOLE		1,250,022	0	0
WELLTOWER INC.	REIT USD	95040Q104	7,635	140,356	SH		SOLE		140,356	0	0
THE ALLSTATE CORPORATION	COMMON STOCK USD	020002101	2,185	23,015	SH		SOLE		23,015	0	0
VISA INC.	COMMON STOCK USD	92826C839	65,063	543,959	SH		SOLE		543,959	0	0
SYNOPSYS, INC.	COMMON STOCK USD	871607107	8,195	98,453	SH		SOLE		98,453	0	0
MOHAWK INDUSTRIES, INC.	COMMON STOCK USD	608190104	24,497	105,492	SH		SOLE		105,492	0	0
NASDAQ, INC.	COMMON STOCK USD	631103108	2,109	24,465	SH		SOLE		24,465	0	0
PHILIP MORRIS INTERNATIONAL INC.	COMMON STOCK USD	718172109	17,937	180,907	SH		SOLE		155,590	0	25,317
PRAXAIR, INC.	COMMON STOCK USD	74005P104	44,106	305,743	SH		SOLE		305,743	0	0
ELECTRONIC ARTS INC.	COMMON STOCK USD	285512109	3,341	27,555	SH		SOLE		27,555	0	0
EOG RESOURCES, INC.	COMMON STOCK USD	26875P101	109,581	1,040,951	SH		SOLE		1,040,951	0	0
WASTE MANAGEMENT, INC.	COMMON STOCK USD	94106L109	2,105	25,022	SH		SOLE		25,022	0	0
CISCO SYSTEMS, INC.	COMMON STOCK USD	17275R102	89,203	2,092,373	SH		SOLE		1,997,068	0	95,305
IDEXX LABORATORIES, INC.	COMMON STOCK USD	45168D104	1,984	10,368	SH		SOLE		10,368	0	0
AMPHENOL CORPORATION	COMMON STOCK USD	032095101	8,530	99,013	SH		SOLE		99,013	0	0
TETRA TECH, INC.	COMMON STOCK USD	88162G103	67,679	1,385,452	SH		SOLE		1,385,452	0	0
GILEAD SCIENCES, INC.	COMMON STOCK USD	375558103	32,600	432,423	SH		SOLE		432,423	0	0
NATIONAL HEALTH INVESTORS, INC.	REIT USD	63633D104	1,686	25,066	SH		SOLE		25,066	0	0
METTLER-TOLEDO INTERNATIONAL INC.	COMMON STOCK USD	592688105	1,808	3,094	SH		SOLE		3,094	0	0
UNITED RENTALS, INC.	COMMON STOCK USD	911363109	1,857	10,755	SH		SOLE		10,755	0	0
NVIDIA CORPORATION	COMMON STOCK USD	67066G104	19,264	82,928	SH		SOLE		82,928	0	0
MEDIFAST, INC.	COMMON STOCK USD	58470H101	1,584	16,950	SH		SOLE		16,950	0	0
LEGG MASON, INC.	COMMON STOCK USD	524901105	3,430	84,380	SH		SOLE		84,380	0	0
ROSS STORES, INC.	COMMON STOCK USD	778296103	2,059	26,422	SH		SOLE		26,422	0	0
UNITEDHEALTH GROUP INCORPORATED	COMMON STOCK USD	91324P102	3,697	16,822	SH		SOLE		16,822	0	0
MAGNA INTERNATIONAL INC.	COMMON STOCK CAD	559222401	1,818	32,334	SH		SOLE		32,334	0	0
MICROSOFT CORPORATION	COMMON STOCK USD	594918104	35,174	386,537	SH		SOLE		353,419	0	33,118
MONOLITHIC POWER SYSTEMS, INC.	COMMON STOCK USD	609839105	7,033	60,772	SH		SOLE		60,772	0	0
TOLL BROTHERS, INC.	COMMON STOCK USD	889478103	800	18,506	SH		SOLE		18,506	0	0
ADOBE SYSTEMS INCORPORATED	COMMON STOCK USD	00724F101	19,660	90,983	SH		SOLE		90,983	0	0
PRUDENTIAL FINANCIAL, INC.	COMMON STOCK USD	744320102	2,139	20,654	SH		SOLE		20,654	0	0
MAXIM INTEGRATED PRODUCTS, INC.	COMMON STOCK USD	57772K101	40,117	670,059	SH		SOLE		589,050	0	81,009
MERCADOLIBRE S.R.L	COMMON STOCK USD	58733R102	56,468	158,457	SH		SOLE		158,457	0	0
INSPERITY, INC.	COMMON STOCK USD	45778Q107	12,111	174,528	SH		SOLE		174,528	0	0
CIRRUS LOGIC, INC.	COMMON STOCK USD	172755100	920	22,636	SH		SOLE		22,636	0	0
DOMINO'S PIZZA, INC.	COMMON STOCK USD	25754A201	1,596	6,836	SH		SOLE		6,836	0	0
XYLEM INC.	COMMON STOCK USD	98419M100	84,800	1,102,872	SH		SOLE		1,102,872	0	0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	ADR USD	874039100	60,079	1,377,102	SH		SOLE		1,163,679	0	213,423
MONSTER BEVERAGE 1990 CORPORATION	COMMON STOCK USD	61174X109	1,817	31,768	SH		SOLE		31,768	0	0
MEDIDATA SOLUTIONS, INC.	COMMON STOCK USD	58471A105	1,719	27,377	SH		SOLE		27,377	0	0
AMAZON.COM, INC.	COMMON STOCK USD	023135106	135,707	93,979	SH		SOLE		93,979	0	0
FACEBOOK, INC.	COMMON STOCK USD	30303M102	146,797	918,629	SH		SOLE		918,629	0	0
INGREDION INCORPORATED	COMMON STOCK USD	457187102	31,417	243,752	SH		SOLE		243,752	0	0
MARKETAXESS HOLDINGS INC.	COMMON STOCK USD	57060D108	80,944	372,390	SH		SOLE		372,390	0	0
JPMORGAN CHASE CO.	COMMON STOCK USD	46625H100	146,500	1,333,392	SH		SOLE		1,288,610	0	44,782
LOCKHEED MARTIN CORPORATION	COMMON STOCK USD	539830109	74,388	220,127	SH		SOLE		211,654	0	8,473
PFIZER INC.	COMMON STOCK USD	717081103	30,761	867,735	SH		SOLE		771,302	0	96,433
THE BOEING COMPANY	COMMON STOCK USD	097023105	35,986	109,777	SH		SOLE		109,777	0	0
NEXTERA ENERGY, INC.	COMMON STOCK USD	65339F101	21,299	130,389	SH		SOLE		130,389	0	0
CHEVRON CORPORATION	COMMON STOCK USD	166764100	52,960	464,790	SH		SOLE		435,340	0	29,450
EXXON MOBIL CORPORATION	COMMON STOCK USD	30231G102	1,063	14,247	SH		SOLE		14,247	0	0
TEXAS INSTRUMENTS INCORPORATED	COMMON STOCK USD	882508104	2,727	26,256	SH		SOLE		26,256	0	0
EMERSON ELECTRIC CO.	COMMON STOCK USD	291011104	2,269	34,235	SH		SOLE		0	0	34,235
APPLIED MATERIALS, INC.	COMMON STOCK USD	038222105	1,793	32,249	SH		SOLE		32,249	0	0
ABBVIE INC.	COMMON STOCK USD	00287Y109	33,132	351,461	SH		SOLE		295,933	0	55,528
COLGATE-PALMOLIVE COMPANY	COMMON STOCK USD	194162103	37,666	525,402	SH		SOLE		525,402	0	0
LEGGETT PLATT, INCORPORATED	COMMON STOCK USD	524660107	34,371	776,416	SH		SOLE		716,068	0	60,348
JOHNSON JOHNSON	COMMON STOCK USD	478160104	55,852	436,618	SH		SOLE		387,862	0	48,756
CORNING INCORPORATED	COMMON STOCK USD	219350105	8,284	297,020	SH		SOLE		297,020	0	0
RAYTHEON COMPANY	COMMON STOCK USD	755111507	2,329	10,820	SH		SOLE		10,820	0	0
TERADYNE, INC.	COMMON STOCK USD	880770102	21,040	460,392	SH		SOLE		460,392	0	0
T-MOBILE USA, INC.	COMMON STOCK USD	872590104	1,769	28,979	SH		SOLE		28,979	0	0
THE CLOROX COMPANY	COMMON STOCK USD	189054109	24,903	187,816	SH		SOLE		151,577	0	36,239
BAXTER INTERNATIONAL INC.	COMMON STOCK USD	071813109	1,974	30,349	SH		SOLE		30,349	0	0
ZOETIS INC.	COMMON STOCK USD	98978V103	2,373	28,553	SH		SOLE		28,553	0	0
AVERY DENNISON CORPORATION	COMMON STOCK USD	053611109	77,014	724,770	SH		SOLE		724,770	0	0
MERCK CO., INC.	COMMON STOCK USD	58933Y105	45,191	829,652	SH		SOLE		829,652	0	0
NUCOR CORPORATION	COMMON STOCK USD	670346105	17,463	286,640	SH		SOLE		261,532	0	25,108
DOLLAR GENERAL CORPORATION	COMMON STOCK USD	256677105	2,037	21,787	SH		SOLE		21,787	0	0
EVERCORE INC.	COMMON STOCK USD	29977A105	6,992	80,257	SH		SOLE		80,257	0	0
SUNTRUST BANKS, INC.	COMMON STOCK USD	867914103	2,137	31,553	SH		SOLE		31,553	0	0
BANK OF AMERICA CORPORATION	COMMON STOCK USD	060505104	63,874	2,131,267	SH		SOLE		2,131,267	0	0
BEST BUY CO., INC.	COMMON STOCK USD	086516101	1,423	20,340	SH		SOLE		20,340	0	0
GREEN DOT CORPORATION	COMMON STOCK USD	39304D102	10,200	159,539	SH		SOLE		159,539	0	0
AMERICAN WOODMARK CORPORATION	COMMON STOCK USD	030506109	1,435	14,587	SH		SOLE		14,587	0	0
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.	REIT USD	03762U105	2,776	154,484	SH		SOLE		154,484	0	0
INVESCO MORTGAGE CAPITAL INC.	REIT USD	46131B100	4,766	291,158	SH		SOLE		291,158	0	0
STARWOOD PROPERTY TRUST, INC.	REIT USD	85571B105	10,880	519,600	SH		SOLE		519,600	0	0
FORTINET, INC.	COMMON STOCK USD	34959E109	6,603	123,256	SH		SOLE		123,256	0	0
CONSTELLATION BRANDS, INC.	COMMON STOCK USD	21036P108	73,233	319,681	SH		SOLE		319,681	0	0
LINCOLN ELECTRIC HOLDINGS, INC.	COMMON STOCK USD	533900106	29,277	325,589	SH		SOLE		325,589	0	0
KAR AUCTION SERVICES, INC.	COMMON STOCK USD	48238T109	38,607	712,445	SH		SOLE		712,445	0	0
THE PNC FINANCIAL SERVICES GROUP, INC.	COMMON STOCK USD	693475105	2,406	15,912	SH		SOLE		15,912	0	0
VERIZON COMMUNICATIONS INC.	COMMON STOCK USD	92343V104	3,457	72,300	SH		SOLE		72,300	0	0
LAM RESEARCH CORPORATION	COMMON STOCK USD	512807108	35,964	177,021	SH		SOLE		177,021	0	0
WEIBO CORPORATION	ADR USD	948596101	5,857	49,000	SH		SOLE		49,000	0	0
FIRST AMERICAN FINANCIAL CORPORATION	COMMON STOCK USD	31847R102	1,306	22,243	SH		SOLE		22,243	0	0
ZIONS BANCORPORATION	COMMON STOCK USD	989701107	51,470	976,281	SH		SOLE		976,281	0	0
FEDEX CORPORATION	COMMON STOCK USD	31428X106	2,404	10,012	SH		SOLE		10,012	0	0
ALIBABA GROUP HOLDING LIMITED	ADR USD	01609W102	37,338	203,400	SH		SOLE		203,400	0	0
COMCAST CORPORATION	COMMON STOCK USD	20030N101	38,450	1,125,922	SH		SOLE		1,125,922	0	0
ALLIANCEBERNSTEIN HOLDING L.P.	MLP USD	01881G106	1,856	69,241	SH		SOLE		69,241	0	0
EATON VANCE CORP.	COMMON STOCK USD	278265103	2,035	36,562	SH		SOLE		36,562	0	0
APPLE INC.	COMMON STOCK USD	037833100	34,391	204,856	SH		SOLE		204,856	0	0
FIVE BELOW, INC.	COMMON STOCK USD	33829M101	1,321	18,016	SH		SOLE		18,016	0	0
KLA-TENCOR CORPORATION	COMMON STOCK USD	482480100	1,762	16,166	SH		SOLE		16,166	0	0
THE HOME DEPOT, INC.	COMMON STOCK USD	437076102	3,473	19,506	SH		SOLE		19,506	0	0
MICRON TECHNOLOGY, INC.	COMMON STOCK USD	595112103	10,399	199,566	SH		SOLE		199,566	0	0
ZILLOW GROUP, INC.	COMMON STOCK USD	98954M200	1,139	21,180	SH		SOLE		21,180	0	0
CITIZENS FINANCIAL GROUP, INC.	COMMON STOCK USD	174610105	1,867	44,568	SH		SOLE		44,568	0	0
NUVEEN MULTI-STRATEGY INCOME AND GROWTH FUND	CLOSED-END FUND USD	67073B106	5,881	587,511	SH		SOLE		587,511	0	0
SANTANDER CONSUMER USA HOLDINGS INC.	COMMON STOCK USD	80283M101	944	57,925	SH		SOLE		57,925	0	0
ALPHABET INC.	COMMON STOCK USD	02079K107	131,324	127,306	SH		SOLE		127,306	0	0
ALPHABET INC.	COMMON STOCK USD	02079K305	57,319	55,309	SH		SOLE		55,309	0	0
CDW CORPORATION	COMMON STOCK USD	12514G108	9,075	129,071	SH		SOLE		129,071	0	0
58.COM INC.	ADR USD	31680Q104	7,315	91,600	SH		SOLE		91,600	0	0
NETEASE, INC.	ADR USD	64110W102	4,991	17,800	SH		SOLE		17,800	0	0