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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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	1,763	23,479	SH		SOLE		23,479	0	0
ALBEMARLE CORPORATION	COMMON STOCK USD	012653101	48,594	515,144	SH		SOLE		515,144	0	0
ANSYS, INC.	COMMON STOCK USD	03662Q105	53,631	307,946	SH		SOLE		307,946	0	0
AVALONBAY COMMUNITIES, INC.	REIT USD	053484101	4,218	24,544	SH		SOLE		24,544	0	0
COHERENT, INC.	COMMON STOCK USD	192479103	65,004	415,797	SH		SOLE		415,797	0	0
EDWARDS LIFESCIENCES CORPORATION	COMMON STOCK USD	28176E108	2,256	15,497	SH		SOLE		15,497	0	0
FIRST REPUBLIC BANK	COMMON STOCK USD	33616C100	31,638	326,842	SH		SOLE		326,842	0	0
HOSPITALITY PROPERTIES TRUST	REIT USD	44106M102	3,335	116,557	SH		SOLE		116,557	0	0
TRANSUNION	COMMON STOCK USD	89400J107	1,871	26,086	SH		SOLE		26,086	0	0
INTUITIVE SURGICAL, INC.	COMMON STOCK USD	46120E602	40,765	85,245	SH		SOLE		85,245	0	0
JACK HENRY ASSOCIATES, INC.	COMMON STOCK USD	426281101	9,521	73,034	SH		SOLE		73,034	0	0
LEAR CORPORATION	COMMON STOCK USD	521865204	2,842	15,293	SH		SOLE		15,293	0	0
LITTELFUSE, INC.	COMMON STOCK USD	537008104	72,526	317,901	SH		SOLE		317,901	0	0
THE PROGRESSIVE CORPORATION	COMMON STOCK USD	743315103	1,890	31,948	SH		SOLE		31,948	0	0
SANDERSON FARMS, INC.	COMMON STOCK USD	800013104	1,393	13,249	SH		SOLE		13,249	0	0
STEEL DYNAMICS, INC.	COMMON STOCK USD	858119100	33,408	727,047	SH		SOLE		727,047	0	0
RAVEN INDUSTRIES, INC.	COMMON STOCK USD	754212108	10,355	269,056	SH		SOLE		269,056	0	0
PRA HEALTH SCIENCES, INC.	COMMON STOCK USD	69354M108	2,064	22,118	SH		SOLE		22,118	0	0
T. ROWE PRICE GROUP, INC.	COMMON STOCK USD	74144T108	132,140	1,138,364	SH		SOLE		1,116,294	0	22,070
TAKE-TWO INTERACTIVE SOFTWARE, INC.	COMMON STOCK USD	874054109	1,742	14,723	SH		SOLE		14,723	0	0
OLLIE'S BARGAIN OUTLET HOLDINGS, INC.	COMMON STOCK USD	681116109	1,956	26,983	SH		SOLE		26,983	0	0
WATSCO, INC.	COMMON STOCK USD	942622200	28,271	158,819	SH		SOLE		129,366	0	29,453
WATTS WATER TECHNOLOGIES, INC.	COMMON STOCK USD	942749102	1,861	23,728	SH		SOLE		23,728	0	0
FOX FACTORY HOLDING CORP.	COMMON STOCK USD	35138V102	17,269	371,781	SH		SOLE		371,781	0	0
LAMB WESTON HOLDINGS, INC.	COMMON STOCK USD	513272104	64,957	948,969	SH		SOLE		948,969	0	0
AG MORTGAGE INVESTMENT TRUST, INC.	REIT USD	001228105	588	31,269	SH		SOLE		31,269	0	0
INSULET CORPORATION	COMMON STOCK USD	45784P101	47,581	555,272	SH		SOLE		555,272	0	0
VEEVA SYSTEMS INC.	COMMON STOCK USD	922475108	6,164	80,192	SH		SOLE		80,192	0	0
BURLINGTON STORES, INC.	COMMON STOCK USD	122017106	128,274	851,848	SH		SOLE		851,848	0	0
NEW RESIDENTIAL INVESTMENT CORP.	REIT USD	64828T201	15,906	909,447	SH		SOLE		909,447	0	0
EVERBRIDGE, INC.	COMMON STOCK USD	29978A104	5,337	112,592	SH		SOLE		112,592	0	0
ENTEGRIS, INC.	COMMON STOCK USD	29362U104	6,754	199,516	SH		SOLE		199,516	0	0
TAYLOR MORRISON HOME CORPORATION	COMMON STOCK USD	87724P106	1,136	54,698	SH		SOLE		54,698	0	0
BRITISH AMERICAN TOBACCO P.L.C.	ADR USD	110448107	15,861	314,142	SH		SOLE		237,472	0	76,670
HOULIHAN LOKEY, INC.	COMMON STOCK USD	441593100	1,721	33,598	SH		SOLE		33,598	0	0
PJT PARTNERS INC.	COMMON STOCK USD	69343T107	1,957	36,654	SH		SOLE		36,654	0	0
PENN VIRGINIA CORPORATION	COMMON STOCK USD	70788V102	1,781	21,000	SH		SOLE		21,000	0	0
TITAN MACHINERY INC.	COMMON STOCK USD	88830R101	1,329	85,443	SH		SOLE		85,443	0	0
BLACKSTONE MORTGAGE TRUST, INC.	REIT USD	09257W100	6,579	209,382	SH		SOLE		209,382	0	0
GRANITE POINT MORTGAGE TRUST INC.	REIT USD	38741L107	12,472	680,395	SH		SOLE		680,395	0	0
TWO HARBORS INVESTMENT CORP.	REIT USD	90187B408	12,185	771,183	SH		SOLE		771,183	0	0
PLANET FITNESS, INC.	COMMON STOCK USD	72703H101	2,011	45,850	SH		SOLE		45,850	0	0
MINDBODY, INC.	COMMON STOCK USD	60255W105	12,248	317,309	SH		SOLE		317,309	0	0
WORLDPAY SF, INC.	COMMON STOCK USD	981558109	81,657	998,371	SH		SOLE		998,371	0	0
LIVE OAK BANKING COMPANY	COMMON STOCK USD	53803X105	2,130	69,609	SH		SOLE		69,609	0	0
FIRST CITIZENS BANCSHARES, INC.	COMMON STOCK USD	31946M103	1,781	4,422	SH		SOLE		4,422	0	0
NOVANTA INC.	COMMON STOCK USD	67000B104	31,096	499,341	SH		SOLE		499,341	0	0
ON ASSIGNMENT INC	COMMON STOCK USD	00191U102	52,679	673,645	SH		SOLE		673,645	0	0
EXACT SCIENCES CORPORATION	COMMON STOCK USD	30063P105	46,879	784,068	SH		SOLE		784,068	0	0
BROADCOM INC.	COMMON STOCK USD	11135F101	83,069	342,043	SH		SOLE		317,224	0	24,819
EPAM SYSTEMS, INC.	COMMON STOCK USD	29414B104	35,772	287,512	SH		SOLE		287,512	0	0
BANKUNITED, INC.	COMMON STOCK USD	06652K103	1,082	26,496	SH		SOLE		26,496	0	0
MSG NETWORKS INC.	COMMON STOCK USD	553573106	719	30,033	SH		SOLE		30,033	0	0
CONTINENTAL BUILDING PRODUCTS INC.	COMMON STOCK USD	211171103	4,596	145,714	SH		SOLE		145,714	0	0
VICI PROPERTIES INC.	REIT USD	925652109	1,234	59,792	SH		SOLE		59,792	0	0
BANDWIDTH INC.	COMMON STOCK USD	05988J103	6,790	178,788	SH		SOLE		178,788	0	0
AETNA INC.	COMMON STOCK USD	00817Y108	46,896	255,270	SH		SOLE		255,270	0	0
CME GROUP INC.	COMMON STOCK USD	12572Q105	85,187	519,727	SH		SOLE		486,788	0	32,939
RED HAT, INC.	COMMON STOCK USD	756577102	1,314	9,779	SH		SOLE		9,779	0	0
SVB FINANCIAL GROUP	COMMON STOCK USD	78486Q101	66,969	231,888	SH		SOLE		231,888	0	0
HEXCEL CORPORATION	COMMON STOCK USD	428291108	20,681	311,643	SH		SOLE		311,643	0	0
TECK RESOURCES LIMITED	COMMON STOCK CAD	878742204	1,227	48,221	SH		SOLE		48,221	0	0
MEDICAL PROPERTIES TRUST, INC.	REIT USD	58463J304	6,462	460,253	SH		SOLE		460,253	0	0
WELLCARE HEALTH PLANS, INC.	COMMON STOCK USD	94946T106	1,822	7,404	SH		SOLE		7,404	0	0
ACTIVISION BLIZZARD, INC.	COMMON STOCK USD	00507V109	52,866	692,690	SH		SOLE		692,690	0	0
WELLTOWER INC.	REIT USD	95040Q104	8,800	140,356	SH		SOLE		140,356	0	0
THE ALLSTATE CORPORATION	COMMON STOCK USD	020002101	2,100	23,015	SH		SOLE		23,015	0	0
VISA INC.	COMMON STOCK USD	92826C839	84,822	639,343	SH		SOLE		639,343	0	0
MOHAWK INDUSTRIES, INC.	COMMON STOCK USD	608190104	3,117	14,546	SH		SOLE		14,546	0	0
NASDAQ, INC.	COMMON STOCK USD	631103108	2,233	24,465	SH		SOLE		24,465	0	0
PRAXAIR, INC.	COMMON STOCK USD	74005P104	56,438	356,798	SH		SOLE		356,798	0	0
KEURIG DR PEPPER INC.	COMMON STOCK USD	26138E109	1,103	9,037	SH		SOLE		9,037	0	0
REINSURANCE GROUP OF AMERICA, INCORPORATED	COMMON STOCK USD	759351604	1,625	12,171	SH		SOLE		12,171	0	0
ELECTRONIC ARTS INC.	COMMON STOCK USD	285512109	3,886	27,555	SH		SOLE		27,555	0	0
EOG RESOURCES, INC.	COMMON STOCK USD	26875P101	134,378	1,079,778	SH		SOLE		1,079,778	0	0
WASTE MANAGEMENT, INC.	COMMON STOCK USD	94106L109	2,035	25,022	SH		SOLE		25,022	0	0
CISCO SYSTEMS, INC.	COMMON STOCK USD	17275R102	34,791	808,707	SH		SOLE		711,687	0	97,020
IDEXX LABORATORIES, INC.	COMMON STOCK USD	45168D104	2,260	10,368	SH		SOLE		10,368	0	0
TETRA TECH, INC.	COMMON STOCK USD	88162G103	84,441	1,443,437	SH		SOLE		1,443,437	0	0
NATIONAL HEALTH INVESTORS, INC.	REIT USD	63633D104	1,847	25,066	SH		SOLE		25,066	0	0
UNITED RENTALS, INC.	COMMON STOCK USD	911363109	1,588	10,755	SH		SOLE		10,755	0	0
FEDERATED INVESTORS, INC.	COMMON STOCK USD	314211103	814	34,926	SH		SOLE		34,926	0	0
NVIDIA CORPORATION	COMMON STOCK USD	67066G104	3,024	12,767	SH		SOLE		12,767	0	0
AMERICAN CAMPUS COMMUNITIES, INC.	REIT USD	024835100	3,765	87,813	SH		SOLE		87,813	0	0
MEDIFAST, INC.	COMMON STOCK USD	58470H101	1,945	12,138	SH		SOLE		12,138	0	0
ROSS STORES, INC.	COMMON STOCK USD	778296103	2,239	26,422	SH		SOLE		26,422	0	0
UNITEDHEALTH GROUP INCORPORATED	COMMON STOCK USD	91324P102	3,712	15,126	SH		SOLE		15,126	0	0
MAGNA INTERNATIONAL INC.	COMMON STOCK CAD	559222401	1,981	34,094	SH		SOLE		34,094	0	0
MICROSOFT CORPORATION	COMMON STOCK USD	594918104	53,589	543,427	SH		SOLE		482,140	0	61,287
MONOLITHIC POWER SYSTEMS, INC.	COMMON STOCK USD	609839105	8,125	60,809	SH		SOLE		60,809	0	0
TOLL BROTHERS, INC.	COMMON STOCK USD	889478103	722	19,526	SH		SOLE		19,526	0	0
ADOBE SYSTEMS INCORPORATED	COMMON STOCK USD	00724F101	21,638	88,833	SH		SOLE		88,833	0	0
MAXIM INTEGRATED PRODUCTS, INC.	COMMON STOCK USD	57772K101	48,653	830,192	SH		SOLE		723,997	0	106,195
MERCADOLIBRE S.R.L	COMMON STOCK USD	58733R102	14,947	50,000	SH		SOLE		50,000	0	0
INSPERITY, INC.	COMMON STOCK USD	45778Q107	16,819	176,888	SH		SOLE		176,888	0	0
DOMINO'S PIZZA, INC.	COMMON STOCK USD	25754A201	1,929	6,836	SH		SOLE		6,836	0	0
XYLEM INC.	COMMON STOCK USD	98419M100	78,478	1,164,706	SH		SOLE		1,164,706	0	0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	ADR USD	874039100	56,651	1,552,162	SH		SOLE		1,314,690	0	237,472
MEDIDATA SOLUTIONS, INC.	COMMON STOCK USD	58471A105	2,184	27,114	SH		SOLE		27,114	0	0
AMAZON.COM, INC.	COMMON STOCK USD	023135106	141,309	83,186	SH		SOLE		83,186	0	0
FACEBOOK, INC.	COMMON STOCK USD	30303M102	178,488	918,622	SH		SOLE		918,622	0	0
INGREDION INCORPORATED	COMMON STOCK USD	457187102	26,970	243,633	SH		SOLE		243,633	0	0
MARKETAXESS HOLDINGS INC.	COMMON STOCK USD	57060D108	74,131	374,712	SH		SOLE		374,712	0	0
JPMORGAN CHASE CO.	COMMON STOCK USD	46625H100	134,762	1,291,504	SH		SOLE		1,239,457	0	52,047
LOCKHEED MARTIN CORPORATION	COMMON STOCK USD	539830109	60,019	203,019	SH		SOLE		194,546	0	8,473
PFIZER INC.	COMMON STOCK USD	717081103	24,185	666,257	SH		SOLE		584,869	0	81,388
THE BOEING COMPANY	COMMON STOCK USD	097023105	47,712	142,225	SH		SOLE		127,533	0	14,692
NEXTERA ENERGY, INC.	COMMON STOCK USD	65339F101	56,205	336,507	SH		SOLE		312,520	0	23,987
CHEVRON CORPORATION	COMMON STOCK USD	166764100	59,869	473,873	SH		SOLE		435,267	0	38,606
EXXON MOBIL CORPORATION	COMMON STOCK USD	30231G102	1,883	22,740	SH		SOLE		22,740	0	0
TEXAS INSTRUMENTS INCORPORATED	COMMON STOCK USD	882508104	2,894	26,256	SH		SOLE		26,256	0	0
UNION PACIFIC CORPORATION	COMMON STOCK USD	907818108	1,527	10,774	SH		SOLE		10,774	0	0
ALCOA CORPORATION	COMMON STOCK USD	013872106	1,516	32,286	SH		SOLE		32,286	0	0
EMERSON ELECTRIC CO.	COMMON STOCK USD	291011104	2,945	42,942	SH		SOLE		0	0	42,942
APPLIED MATERIALS, INC.	COMMON STOCK USD	038222105	1,489	32,249	SH		SOLE		32,249	0	0
ABBVIE INC.	COMMON STOCK USD	00287Y109	42,220	455,626	SH		SOLE		388,315	0	67,311
COLGATE-PALMOLIVE COMPANY	COMMON STOCK USD	194162103	34,052	525,414	SH		SOLE		525,414	0	0
JOHNSON JOHNSON	COMMON STOCK USD	478160104	23,017	189,549	SH		SOLE		145,724	0	43,825
RAYTHEON COMPANY	COMMON STOCK USD	755111507	2,091	10,820	SH		SOLE		10,820	0	0
TERADYNE, INC.	COMMON STOCK USD	880770102	45,914	1,206,360	SH		SOLE		1,206,360	0	0
T-MOBILE USA, INC.	COMMON STOCK USD	872590104	1,731	28,979	SH		SOLE		28,979	0	0
THE CLOROX COMPANY	COMMON STOCK USD	189054109	23,408	173,278	SH		SOLE		137,501	0	35,777
KEYCORP	COMMON STOCK USD	493267108	1,265	64,764	SH		SOLE		64,764	0	0
BAXTER INTERNATIONAL INC.	COMMON STOCK USD	071813109	2,241	30,349	SH		SOLE		30,349	0	0
ZOETIS INC.	COMMON STOCK USD	98978V103	2,433	28,553	SH		SOLE		28,553	0	0
AVERY DENNISON CORPORATION	COMMON STOCK USD	053611109	87,447	856,571	SH		SOLE		856,571	0	0
NUCOR CORPORATION	COMMON STOCK USD	670346105	20,458	327,228	SH		SOLE		294,314	0	32,914
DOLLAR GENERAL CORPORATION	COMMON STOCK USD	256677105	2,148	21,787	SH		SOLE		21,787	0	0
EVERCORE INC.	COMMON STOCK USD	29977A105	8,340	79,076	SH		SOLE		79,076	0	0
SUNTRUST BANKS, INC.	COMMON STOCK USD	867914103	2,083	31,553	SH		SOLE		31,553	0	0
BANK OF AMERICA CORPORATION	COMMON STOCK USD	060505104	1,002	35,523	SH		SOLE		35,523	0	0
BEST BUY CO., INC.	COMMON STOCK USD	086516101	1,517	20,340	SH		SOLE		20,340	0	0
GREEN DOT CORPORATION	COMMON STOCK USD	39304D102	20,933	285,532	SH		SOLE		285,532	0	0
SERVICENOW, INC.	COMMON STOCK USD	81762P102	8,751	50,724	SH		SOLE		50,724	0	0
APOLLO COMMERCIAL REAL ESTATE FINANCE, INC.	REIT USD	03762U105	3,064	167,604	SH		SOLE		167,604	0	0
STARWOOD PROPERTY TRUST, INC.	REIT USD	85571B105	8,786	404,711	SH		SOLE		404,711	0	0
AFLAC INCORPORATED	COMMON STOCK USD	001055102	2,038	47,377	SH		SOLE		47,377	0	0
CONSTELLATION BRANDS, INC.	COMMON STOCK USD	21036P108	74,126	338,444	SH		SOLE		338,444	0	0
LINCOLN ELECTRIC HOLDINGS, INC.	COMMON STOCK USD	533900106	28,547	325,317	SH		SOLE		325,317	0	0
KAR AUCTION SERVICES, INC.	COMMON STOCK USD	48238T109	39,005	711,637	SH		SOLE		711,637	0	0
THE PNC FINANCIAL SERVICES GROUP, INC.	COMMON STOCK USD	693475105	2,150	15,912	SH		SOLE		15,912	0	0
LAM RESEARCH CORPORATION	COMMON STOCK USD	512807108	32,929	190,528	SH		SOLE		190,528	0	0
WEIBO CORPORATION	ADR USD	948596101	4,348	49,000	SH		SOLE		49,000	0	0
FIRST AMERICAN FINANCIAL CORPORATION	COMMON STOCK USD	31847R102	1,150	22,243	SH		SOLE		22,243	0	0
ZIONS BANCORPORATION	COMMON STOCK USD	989701107	51,386	975,247	SH		SOLE		975,247	0	0
FEDEX CORPORATION	COMMON STOCK USD	31428X106	2,274	10,012	SH		SOLE		10,012	0	0
ALIBABA GROUP HOLDING LIMITED	ADR USD	01609W102	36,969	199,400	SH		SOLE		199,400	0	0
EATON VANCE CORP.	COMMON STOCK USD	278265103	1,908	36,562	SH		SOLE		36,562	0	0
APPLE INC.	COMMON STOCK USD	037833100	37,449	204,738	SH		SOLE		204,738	0	0
FIVE BELOW, INC.	COMMON STOCK USD	33829M101	1,760	18,016	SH		SOLE		18,016	0	0
KLA-TENCOR CORPORATION	COMMON STOCK USD	482480100	1,657	16,166	SH		SOLE		16,166	0	0
FIFTH THIRD BANCORP	COMMON STOCK USD	316773100	1,023	35,635	SH		SOLE		35,635	0	0
THE HOME DEPOT, INC.	COMMON STOCK USD	437076102	3,806	19,506	SH		SOLE		19,506	0	0
MICRON TECHNOLOGY, INC.	COMMON STOCK USD	595112103	11,933	227,553	SH		SOLE		227,553	0	0
PILGRIM'S PRIDE CORPORATION	COMMON STOCK USD	72147K108	1,073	53,354	SH		SOLE		53,354	0	0
CITIZENS FINANCIAL GROUP, INC.	COMMON STOCK USD	174610105	1,734	44,568	SH		SOLE		44,568	0	0
NUVEEN CREDIT STRATEGIES INCOME FUND	CLOSED-END FUND USD	67073B106	5,704	611,341	SH		SOLE		611,341	0	0
SUNCOR ENERGY INC.	COMMON STOCK CAD	867224107	2,660	65,419	SH		SOLE		65,419	0	0
TOPBUILD CORP.	COMMON STOCK USD	89055F103	27,750	354,400	SH		SOLE		354,400	0	0
MARTEN TRANSPORT, LTD.	COMMON STOCK USD	573075108	7,195	307,236	SH		SOLE		307,236	0	0
SANTANDER CONSUMER USA HOLDINGS INC.	COMMON STOCK USD	80283M101	1,426	74,687	SH		SOLE		74,687	0	0
ALPHABET INC.	COMMON STOCK USD	02079K107	140,571	126,008	SH		SOLE		126,008	0	0
ALPHABET INC.	COMMON STOCK USD	02079K305	71,295	63,138	SH		SOLE		63,138	0	0
CDW CORPORATION	COMMON STOCK USD	12514G108	12,590	155,860	SH		SOLE		155,860	0	0
58.COM INC.	ADR USD	31680Q104	12,706	183,300	SH		SOLE		183,300	0	0