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

OMB APPROVAL

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	1,541	20,847	SH		SOLE		20,847	0	0
ALBEMARLE CORPORATION	COMMON STOCK USD	012653101	40,794	529,307	SH		SOLE		529,307	0	0
ANSYS, INC.	COMMON STOCK USD	03662Q105	46,150	322,866	SH		SOLE		314,716	0	8,150
COHERENT, INC.	COMMON STOCK USD	192479103	23,079	218,319	SH		SOLE		218,319	0	0
DUKE REALTY CORPORATION	REIT USD	264411505	1,512	58,399	SH		SOLE		58,399	0	0
EQUITY RESIDENTIAL	REIT USD	29476L107	1,048	15,878	SH		SOLE		15,878	0	0
EDWARDS LIFESCIENCES CORPORATION	COMMON STOCK USD	28176E108	1,804	11,779	SH		SOLE		11,779	0	0
F5 NETWORKS, INC.	COMMON STOCK USD	315616102	1,564	9,651	SH		SOLE		9,651	0	0
FIRST REPUBLIC BANK	COMMON STOCK USD	33616C100	28,889	332,285	SH		SOLE		332,285	0	0
HUNTINGTON BANCSHARES INCORPORATED	COMMON STOCK USD	446150104	1,163	97,682	SH		SOLE		97,682	0	0
TRANSUNION	COMMON STOCK USD	89400J107	1,482	26,086	SH		SOLE		26,086	0	0
INTUITIVE SURGICAL, INC.	COMMON STOCK USD	46120E602	61,090	127,539	SH		SOLE		127,539	0	0
JACK HENRY ASSOCIATES, INC.	COMMON STOCK USD	426281101	9,240	73,010	SH		SOLE		73,010	0	0
THE PROGRESSIVE CORPORATION	COMMON STOCK USD	743315103	1,762	29,209	SH		SOLE		29,209	0	0
STEEL DYNAMICS, INC.	COMMON STOCK USD	858119100	1,217	40,510	SH		SOLE		40,510	0	0
RAVEN INDUSTRIES, INC.	COMMON STOCK USD	754212108	7,914	218,735	SH		SOLE		197,772	0	20,963
PRA HEALTH SCIENCES, INC.	COMMON STOCK USD	69354M108	1,279	13,913	SH		SOLE		13,913	0	0
TORCHMARK CORPORATION	COMMON STOCK USD	891027104	1,529	20,518	SH		SOLE		20,518	0	0
T. ROWE PRICE GROUP, INC.	COMMON STOCK USD	74144T108	9,256	100,240	SH		SOLE		74,586	0	25,654
TAKE-TWO INTERACTIVE SOFTWARE, INC.	COMMON STOCK USD	874054109	1,516	14,723	SH		SOLE		14,723	0	0
UGI CORPORATION	COMMON STOCK USD	902681105	1,245	23,347	SH		SOLE		23,347	0	0
OLLIE'S BARGAIN OUTLET HOLDINGS, INC.	COMMON STOCK USD	681116109	1,318	19,812	SH		SOLE		19,812	0	0
WATSCO, INC.	COMMON STOCK USD	942622200	14,449	103,868	SH		SOLE		69,632	0	34,236
WATTS WATER TECHNOLOGIES, INC.	COMMON STOCK USD	942749102	1,531	23,728	SH		SOLE		23,728	0	0
LAMB WESTON HOLDINGS, INC.	COMMON STOCK USD	513272104	90,064	1,224,363	SH		SOLE		1,224,363	0	0
POPULAR, INC.	COMMON STOCK USD	733174700	1,107	23,454	SH		SOLE		23,454	0	0
INSULET CORPORATION	COMMON STOCK USD	45784P101	37,603	474,424	SH		SOLE		474,424	0	0
VEEVA SYSTEMS INC.	COMMON STOCK USD	922475108	9,278	103,859	SH		SOLE		103,859	0	0
BURLINGTON STORES, INC.	COMMON STOCK USD	122017106	105,258	647,421	SH		SOLE		637,205	0	10,216
NEW RESIDENTIAL INVESTMENT CORP.	REIT USD	64828T201	15,920	1,120,308	SH		SOLE		1,120,308	0	0
EVERBRIDGE, INC.	COMMON STOCK USD	29978A104	13,668	240,679	SH		SOLE		240,679	0	0
ENTEGRIS, INC.	COMMON STOCK USD	29362U104	5,565	199,516	SH		SOLE		199,516	0	0
PJT PARTNERS INC.	COMMON STOCK USD	69343T107	1,421	36,654	SH		SOLE		36,654	0	0
PENN VIRGINIA CORPORATION	COMMON STOCK USD	70788V102	1,135	21,000	SH		SOLE		21,000	0	0
BRP INC.	COMMON STOCK CAD	05577W200	980	38,016	SH		SOLE		38,016	0	0
GRANITE POINT MORTGAGE TRUST INC.	REIT USD	38741L107	12,938	717,579	SH		SOLE		717,579	0	0
TWO HARBORS INVESTMENT CORP.	REIT USD	90187B408	11,205	871,982	SH		SOLE		871,982	0	0
PLANET FITNESS, INC.	COMMON STOCK USD	72703H101	2,442	45,560	SH		SOLE		45,560	0	0
WORLDPAY SF, INC.	COMMON STOCK USD	981558109	77,947	1,020,515	SH		SOLE		1,020,515	0	0
NOVANTA INC.	COMMON STOCK USD	67000B104	1,093	17,353	SH		SOLE		17,353	0	0
EXACT SCIENCES CORPORATION	COMMON STOCK USD	30063P105	42,212	668,863	SH		SOLE		668,863	0	0
BROADCOM INC.	COMMON STOCK USD	11135F101	75,829	298,220	SH		SOLE		269,370	0	28,850
EPAM SYSTEMS, INC.	COMMON STOCK USD	29414B104	39,509	340,624	SH		SOLE		340,624	0	0
MSG NETWORKS INC.	COMMON STOCK USD	553573106	1,659	70,421	SH		SOLE		70,421	0	0
VICI PROPERTIES INC.	REIT USD	925652109	1,122	59,792	SH		SOLE		59,792	0	0
ARBOR REALTY TRUST, INC.	REIT USD	038923108	3,739	371,300	SH		SOLE		371,300	0	0
BANDWIDTH INC.	COMMON STOCK USD	05988J103	8,992	220,668	SH		SOLE		220,668	0	0
AMERICOLD REALTY TRUST	REIT USD	03064D108	1,034	40,498	SH		SOLE		40,498	0	0
SITEONE LANDSCAPE SUPPLY, INC.	COMMON STOCK USD	82982L103	11,904	215,422	SH		SOLE		215,422	0	0
TPG RE FINANCE TRUST, INC.	REIT USD	87266M107	10,717	586,281	SH		SOLE		586,281	0	0
ALLAKOS INC.	COMMON STOCK USD	01671P100	1,476	28,325	SH		SOLE		28,325	0	0
NII HOLDINGS, INC.	COMMON STOCK USD	62913F508	1,252	284,526	SH		SOLE		284,526	0	0
BOINGO WIRELESS, INC.	COMMON STOCK USD	09739C102	607	29,501	SH		SOLE		29,501	0	0
SERVICEMASTER GLOBAL HOLDINGS, INC.	COMMON STOCK USD	81761R109	63,070	1,716,646	SH		SOLE		1,716,646	0	0
PENUMBRA, INC.	COMMON STOCK USD	70975L107	1,313	10,754	SH		SOLE		10,754	0	0
ATRION CORPORATION	COMMON STOCK USD	049904105	7,029	9,547	SH		SOLE		8,475	0	1,072
AMERICAN NATIONAL INSURANCE COMPANY	COMMON STOCK USD	028591105	1,509	11,862	SH		SOLE		11,862	0	0
RINGCENTRAL, INC.	COMMON STOCK USD	76680R206	5,108	61,972	SH		SOLE		61,972	0	0
CME GROUP INC.	COMMON STOCK USD	12572Q105	121,527	646,040	SH		SOLE		607,752	0	38,288
ATT INC.	COMMON STOCK USD	00206R102	1,082	37,912	SH		SOLE		37,912	0	0
LIVE NATION ENTERTAINMENT, INC.	COMMON STOCK USD	538034109	1,160	23,563	SH		SOLE		23,563	0	0
SVB FINANCIAL GROUP	COMMON STOCK USD	78486Q101	31,544	166,222	SH		SOLE		164,125	0	2,097
FIDELITY NATIONAL INFORMATION SERVICES, INC.	COMMON STOCK USD	31620M106	1,874	18,280	SH		SOLE		18,280	0	0
HEXCEL CORPORATION	COMMON STOCK USD	428291108	23,021	401,631	SH		SOLE		401,631	0	0
HOST HOTELS RESORTS, INC.	REIT USD	44107P104	4,898	293,819	SH		SOLE		293,819	0	0
TECK RESOURCES LIMITED	COMMON STOCK CAD	878742204	1,036	48,221	SH		SOLE		48,221	0	0
ILLUMINA, INC.	COMMON STOCK USD	452327109	2,093	6,976	SH		SOLE		6,976	0	0
WELLCARE HEALTH PLANS, INC.	COMMON STOCK USD	94946T106	1,344	5,691	SH		SOLE		5,691	0	0
INTERCONTINENTAL EXCHANGE, INC.	COMMON STOCK USD	45866F104	1,715	22,768	SH		SOLE		22,768	0	0
ACTIVISION BLIZZARD, INC.	COMMON STOCK USD	00507V109	26,295	564,264	SH		SOLE		564,264	0	0
PERFICIENT, INC.	COMMON STOCK USD	71375U101	7,088	318,558	SH		SOLE		290,955	0	27,603
THE ALLSTATE CORPORATION	COMMON STOCK USD	020002101	1,902	23,015	SH		SOLE		23,015	0	0
VISA INC.	COMMON STOCK USD	92826C839	82,078	621,941	SH		SOLE		621,941	0	0
GARTNER, INC.	COMMON STOCK USD	366651107	26,003	203,469	SH		SOLE		203,469	0	0
NASDAQ, INC.	COMMON STOCK USD	631103108	8,538	104,709	SH		SOLE		92,784	0	11,925
ESCO TECHNOLOGIES INC.	COMMON STOCK USD	296315104	3,512	53,274	SH		SOLE		45,738	0	7,536
EOG RESOURCES, INC.	COMMON STOCK USD	26875P101	64,331	737,657	SH		SOLE		737,657	0	0
MCCORMICK COMPANY, INCORPORATED	COMMON STOCK USD	579780206	1,359	9,761	SH		SOLE		9,761	0	0
WASTE MANAGEMENT, INC.	COMMON STOCK USD	94106L109	1,673	18,800	SH		SOLE		18,800	0	0
CISCO SYSTEMS, INC.	COMMON STOCK USD	17275R102	21,128	487,011	SH		SOLE		374,234	0	112,777
VIACOM INC.	COMMON STOCK USD	92553P201	1,676	65,227	SH		SOLE		65,227	0	0
IDEXX LABORATORIES, INC.	COMMON STOCK USD	45168D104	1,659	8,921	SH		SOLE		8,921	0	0
TETRA TECH, INC.	COMMON STOCK USD	88162G103	53,536	1,034,310	SH		SOLE		1,034,310	0	0
AMERICAN TOWER CORPORATION	REIT USD	03027X100	39,146	247,432	SH		SOLE		247,432	0	0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION	COMMON STOCK USD	192446102	1,668	26,269	SH		SOLE		26,269	0	0
NVIDIA CORPORATION	COMMON STOCK USD	67066G104	1,522	11,402	SH		SOLE		11,402	0	0
MEDIFAST, INC.	COMMON STOCK USD	58470H101	1,086	8,686	SH		SOLE		8,686	0	0
ROSS STORES, INC.	COMMON STOCK USD	778296103	1,699	20,418	SH		SOLE		20,418	0	0
UNITEDHEALTH GROUP INCORPORATED	COMMON STOCK USD	91324P102	3,229	12,960	SH		SOLE		12,960	0	0
MICROSOFT CORPORATION	COMMON STOCK USD	594918104	77,511	762,529	SH		SOLE		680,889	0	81,640
MONOLITHIC POWER SYSTEMS, INC.	COMMON STOCK USD	609839105	7,068	60,809	SH		SOLE		60,809	0	0
ADOBE SYSTEMS INCORPORATED	COMMON STOCK USD	00724F101	19,786	87,404	SH		SOLE		87,404	0	0
PRUDENTIAL FINANCIAL, INC.	COMMON STOCK USD	744320102	1,443	17,699	SH		SOLE		17,699	0	0
MAXIM INTEGRATED PRODUCTS, INC.	COMMON STOCK USD	57772K101	26,414	519,455	SH		SOLE		410,487	0	108,968
INSPERITY, INC.	COMMON STOCK USD	45778Q107	14,371	153,912	SH		SOLE		136,799	0	17,113
DOMINO'S PIZZA, INC.	COMMON STOCK USD	25754A201	1,234	4,979	SH		SOLE		4,979	0	0
XYLEM INC.	COMMON STOCK USD	98419M100	44,212	662,648	SH		SOLE		662,648	0	0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	ADR USD	874039100	34,078	923,679	SH		SOLE		718,824	0	204,855
MEDIDATA SOLUTIONS, INC.	COMMON STOCK USD	58471A105	1,815	26,931	SH		SOLE		26,931	0	0
AMAZON.COM, INC.	COMMON STOCK USD	023135106	105,128	69,931	SH		SOLE		69,931	0	0
FACEBOOK, INC.	COMMON STOCK USD	30303M102	54,796	417,338	SH		SOLE		417,338	0	0
UNIVERSAL DISPLAY CORPORATION	COMMON STOCK USD	91347P105	16,260	173,759	SH		SOLE		173,759	0	0
MONDELEZ INTERNATIONAL, INC.	COMMON STOCK USD	609207105	1,891	47,252	SH		SOLE		47,252	0	0
MARKETAXESS HOLDINGS INC.	COMMON STOCK USD	57060D108	83,167	393,596	SH		SOLE		388,235	0	5,361
JPMORGAN CHASE CO.	COMMON STOCK USD	46625H100	72,724	744,267	SH		SOLE		683,767	0	60,500
LOCKHEED MARTIN CORPORATION	COMMON STOCK USD	539830109	57,781	220,674	SH		SOLE		220,674	0	0
PFIZER INC.	COMMON STOCK USD	717081103	89,399	2,048,540	SH		SOLE		1,927,281	0	121,259
THE COCA-COLA COMPANY	COMMON STOCK USD	191216100	1,525	32,218	SH		SOLE		32,218	0	0
THE BOEING COMPANY	COMMON STOCK USD	097023105	46,957	145,654	SH		SOLE		128,576	0	17,078
ALTRIA GROUP, INC.	COMMON STOCK USD	02209S103	709	14,357	SH		SOLE		14,357	0	0
NEXTERA ENERGY, INC.	COMMON STOCK USD	65339F101	117,080	673,533	SH		SOLE		642,787	0	30,746
CHEVRON CORPORATION	COMMON STOCK USD	166764100	40,449	371,752	SH		SOLE		318,478	0	53,274
EXXON MOBIL CORPORATION	COMMON STOCK USD	30231G102	2,818	41,308	SH		SOLE		41,308	0	0
TEXAS INSTRUMENTS INCORPORATED	COMMON STOCK USD	882508104	2,199	23,265	SH		SOLE		23,265	0	0
UNION PACIFIC CORPORATION	COMMON STOCK USD	907818108	2,102	15,209	SH		SOLE		15,209	0	0
EMERSON ELECTRIC CO.	COMMON STOCK USD	291011104	2,982	49,916	SH		SOLE		0	0	49,916
AIR PRODUCTS AND CHEMICALS, INC.	COMMON STOCK USD	009158106	26,826	167,605	SH		SOLE		125,942	0	41,663
ABBVIE INC.	COMMON STOCK USD	00287Y109	7,605	82,507	SH		SOLE		82,507	0	0
MOLSON COORS BREWING COMPANY	COMMON STOCK USD	60871R209	1,857	33,061	SH		SOLE		33,061	0	0
COLGATE-PALMOLIVE COMPANY	COMMON STOCK USD	194162103	31,273	525,414	SH		SOLE		525,414	0	0
RYDER SYSTEM, INC.	COMMON STOCK USD	783549108	1,840	38,214	SH		SOLE		38,214	0	0
PRIMERICA, INC.	COMMON STOCK USD	74164M108	1,340	13,720	SH		SOLE		13,720	0	0
JOHNSON JOHNSON	COMMON STOCK USD	478160104	90,575	701,806	SH		SOLE		675,098	0	26,708
RAYTHEON COMPANY	COMMON STOCK USD	755111507	1,659	10,820	SH		SOLE		10,820	0	0
CVS HEALTH CORPORATION	COMMON STOCK USD	126650100	14,012	213,864	SH		SOLE		213,864	0	0
TERADYNE, INC.	COMMON STOCK USD	880770102	38,255	1,219,093	SH		SOLE		1,204,913	0	14,180
T-MOBILE USA, INC.	COMMON STOCK USD	872590104	1,703	26,767	SH		SOLE		26,767	0	0
THE CLOROX COMPANY	COMMON STOCK USD	189054109	10,611	68,848	SH		SOLE		45,139	0	23,709
KEYCORP	COMMON STOCK USD	493267108	957	64,764	SH		SOLE		64,764	0	0
BAXTER INTERNATIONAL INC.	COMMON STOCK USD	071813109	1,825	27,730	SH		SOLE		27,730	0	0
ZOETIS INC.	COMMON STOCK USD	98978V103	1,824	21,331	SH		SOLE		21,331	0	0
AVERY DENNISON CORPORATION	COMMON STOCK USD	053611109	38,576	429,527	SH		SOLE		429,527	0	0
BAKER HUGHES, A GE COMPANY	COMMON STOCK USD	05722G100	1,893	88,092	SH		SOLE		88,092	0	0
NUCOR CORPORATION	COMMON STOCK USD	670346105	7,773	150,042	SH		SOLE		111,783	0	38,259
DOLLAR GENERAL CORPORATION	COMMON STOCK USD	256677105	1,851	17,119	SH		SOLE		17,119	0	0
EVERCORE INC.	COMMON STOCK USD	29977A105	1,353	18,902	SH		SOLE		18,902	0	0
BEST BUY CO., INC.	COMMON STOCK USD	086516101	1,358	25,641	SH		SOLE		25,641	0	0
GREEN DOT CORPORATION	COMMON STOCK USD	39304D102	70,144	882,207	SH		SOLE		861,950	0	20,257
SERVICENOW, INC.	COMMON STOCK USD	81762P102	64,138	360,530	SH		SOLE		360,530	0	0
STARWOOD PROPERTY TRUST, INC.	REIT USD	85571B105	8,606	436,651	SH		SOLE		436,651	0	0
KAR AUCTION SERVICES, INC.	COMMON STOCK USD	48238T109	29,321	614,447	SH		SOLE		614,447	0	0
LAM RESEARCH CORPORATION	COMMON STOCK USD	512807108	7,191	52,808	SH		SOLE		52,808	0	0
WEIBO CORPORATION	ADR USD	948596101	4,036	69,100	SH		SOLE		69,100	0	0
ALIBABA GROUP HOLDING LIMITED	ADR USD	01609W102	24,191	176,500	SH		SOLE		176,500	0	0
APPLE INC.	COMMON STOCK USD	037833100	43,073	272,732	SH		SOLE		272,732	0	0
FIVE BELOW, INC.	COMMON STOCK USD	33829M101	1,471	14,373	SH		SOLE		14,373	0	0
KLA-TENCOR CORPORATION	COMMON STOCK USD	482480100	1,448	16,166	SH		SOLE		16,166	0	0
THE HOME DEPOT, INC.	COMMON STOCK USD	437076102	2,861	16,645	SH		SOLE		16,645	0	0
MICRON TECHNOLOGY, INC.	COMMON STOCK USD	595112103	8,121	256,034	SH		SOLE		256,034	0	0
MANULIFE FINANCIAL CORPORATION	COMMON STOCK CAD	56501R106	918	64,759	SH		SOLE		0	0	64,759
NUVEEN CREDIT STRATEGIES INCOME FUND	CLOSED-END FUND USD	67073B106	5,771	691,966	SH		SOLE		691,966	0	0
SUNCOR ENERGY INC.	COMMON STOCK CAD	867224107	1,594	57,195	SH		SOLE		57,195	0	0
MARTEN TRANSPORT, LTD.	COMMON STOCK USD	573075108	4,616	285,266	SH		SOLE		255,662	0	29,604
ALPHABET INC.	COMMON STOCK USD	02079K107	122,428	118,062	SH		SOLE		118,062	0	0
ALPHABET INC.	COMMON STOCK USD	02079K305	29,090	27,819	SH		SOLE		27,819	0	0
CDW CORPORATION	COMMON STOCK USD	12514G108	12,622	155,737	SH		SOLE		155,737	0	0
BEIJING 58 INFORMATION TECHNOLOGY CO., LTD.	ADR USD	31680Q104	8,956	165,300	SH		SOLE		165,300	0	0