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	1,844	20,847	SH		SOLE		20,847	0	0
ARTHUR J. GALLAGHER CO.	COMMON STOCK USD	363576109	1,237	15,840	SH		SOLE		15,840	0	0
ALBEMARLE CORPORATION	COMMON STOCK USD	012653101	39,188	477,840	SH		SOLE		477,840	0	0
ANSYS, INC.	COMMON STOCK USD	03662Q105	63,056	345,248	SH		SOLE		337,442	0	7,806
BBT CORPORATION	COMMON STOCK USD	054937107	896	19,259	SH		SOLE		19,259	0	0
CINCINNATI FINANCIAL CORPORATION	COMMON STOCK USD	172062101	9,656	112,419	SH		SOLE		76,264	0	36,155
CUMMINS INC.	COMMON STOCK USD	231021106	1,771	11,222	SH		SOLE		11,222	0	0
COHERENT, INC.	COMMON STOCK USD	192479103	31,893	225,043	SH		SOLE		225,043	0	0
DUKE REALTY CORPORATION	REIT USD	264411505	1,786	58,399	SH		SOLE		58,399	0	0
EQUITY RESIDENTIAL	REIT USD	29476L107	1,196	15,878	SH		SOLE		15,878	0	0
EDWARDS LIFESCIENCES CORPORATION	COMMON STOCK USD	28176E108	2,254	11,779	SH		SOLE		11,779	0	0
F5 NETWORKS, INC.	COMMON STOCK USD	315616102	1,515	9,651	SH		SOLE		9,651	0	0
FIRST REPUBLIC BANK	COMMON STOCK USD	33616C100	37,109	369,394	SH		SOLE		369,394	0	0
INTUITIVE SURGICAL, INC.	COMMON STOCK USD	46120E602	75,361	132,078	SH		SOLE		132,078	0	0
JACK HENRY ASSOCIATES, INC.	COMMON STOCK USD	426281101	10,128	73,010	SH		SOLE		73,010	0	0
THE PROGRESSIVE CORPORATION	COMMON STOCK USD	743315103	2,106	29,209	SH		SOLE		29,209	0	0
PULTEGROUP, INC.	COMMON STOCK USD	745867101	1,629	58,258	SH		SOLE		58,258	0	0
PHOTRONICS, INC.	COMMON STOCK USD	719405102	11,013	1,165,375	SH		SOLE		1,090,559	0	74,816
STEEL DYNAMICS, INC.	COMMON STOCK USD	858119100	1,428	40,510	SH		SOLE		40,510	0	0
RAVEN INDUSTRIES, INC.	COMMON STOCK USD	754212108	6,861	178,896	SH		SOLE		162,121	0	16,775
PRA HEALTH SCIENCES, INC.	COMMON STOCK USD	69354M108	1,534	13,913	SH		SOLE		13,913	0	0
THERMO FISHER SCIENTIFIC INC.	COMMON STOCK USD	883556102	1,126	4,117	SH		SOLE		4,117	0	0
TAKE-TWO INTERACTIVE SOFTWARE, INC.	COMMON STOCK USD	874054109	1,389	14,723	SH		SOLE		14,723	0	0
UGI CORPORATION	COMMON STOCK USD	902681105	1,294	23,347	SH		SOLE		23,347	0	0
OLLIE'S BARGAIN OUTLET HOLDINGS, INC.	COMMON STOCK USD	681116109	1,690	19,812	SH		SOLE		19,812	0	0
WATSCO, INC.	COMMON STOCK USD	942622200	14,544	101,508	SH		SOLE		69,632	0	31,876
WATTS WATER TECHNOLOGIES, INC.	COMMON STOCK USD	942749102	1,672	20,687	SH		SOLE		20,687	0	0
LAMB WESTON HOLDINGS, INC.	COMMON STOCK USD	513272104	1,462	19,513	SH		SOLE		19,513	0	0
POPULAR, INC.	COMMON STOCK USD	733174700	1,531	29,366	SH		SOLE		29,366	0	0
INSULET CORPORATION	COMMON STOCK USD	45784P101	55,372	582,252	SH		SOLE		582,252	0	0
VEEVA SYSTEMS INC.	COMMON STOCK USD	922475108	13,172	103,859	SH		SOLE		103,859	0	0
BURLINGTON STORES, INC.	COMMON STOCK USD	122017106	95,099	606,886	SH		SOLE		598,010	0	8,876
NEW RESIDENTIAL INVESTMENT CORP.	REIT USD	64828T201	11,760	695,434	SH		SOLE		695,434	0	0
EVERBRIDGE, INC.	COMMON STOCK USD	29978A104	15,809	210,931	SH		SOLE		210,931	0	0
PJT PARTNERS INC.	COMMON STOCK USD	69343T107	1,532	36,654	SH		SOLE		36,654	0	0
PENN VIRGINIA CORPORATION	COMMON STOCK USD	70788V102	926	21,000	SH		SOLE		21,000	0	0
GRANITE POINT MORTGAGE TRUST INC.	REIT USD	38741L107	13,585	731,952	SH		SOLE		731,952	0	0
TWO HARBORS INVESTMENT CORP.	REIT USD	90187B408	8,293	613,860	SH		SOLE		613,860	0	0
PLANET FITNESS, INC.	COMMON STOCK USD	72703H101	3,131	45,560	SH		SOLE		45,560	0	0
WORLDPAY SF, INC.	COMMON STOCK USD	981558109	104,194	917,928	SH		SOLE		917,928	0	0
NOVANTA INC.	COMMON STOCK USD	67000B104	1,468	17,353	SH		SOLE		17,353	0	0
EXACT SCIENCES CORPORATION	COMMON STOCK USD	30063P105	46,272	534,199	SH		SOLE		534,199	0	0
BROADCOM INC.	COMMON STOCK USD	11135F101	84,335	280,529	SH		SOLE		257,405	0	23,124
EPAM SYSTEMS, INC.	COMMON STOCK USD	29414B104	57,256	338,614	SH		SOLE		338,614	0	0
MSG NETWORKS INC.	COMMON STOCK USD	553573106	2,208	101,430	SH		SOLE		101,430	0	0
VICI PROPERTIES INC.	REIT USD	925652109	1,308	59,792	SH		SOLE		59,792	0	0
BANDWIDTH INC.	COMMON STOCK USD	05988J103	14,862	222,083	SH		SOLE		222,083	0	0
AMERICOLD REALTY TRUST	REIT USD	03064D108	1,568	51,381	SH		SOLE		51,381	0	0
SITEONE LANDSCAPE SUPPLY, INC.	COMMON STOCK USD	82982L103	12,311	215,422	SH		SOLE		215,422	0	0
TPG RE FINANCE TRUST, INC.	REIT USD	87266M107	7,838	401,308	SH		SOLE		401,308	0	0
BOINGO WIRELESS, INC.	COMMON STOCK USD	09739C102	1,111	47,722	SH		SOLE		47,722	0	0
SERVICEMASTER GLOBAL HOLDINGS, INC.	COMMON STOCK USD	81761R109	80,133	1,716,646	SH		SOLE		1,716,646	0	0
PENUMBRA, INC.	COMMON STOCK USD	70975L107	1,757	11,947	SH		SOLE		11,947	0	0
ATRION CORPORATION	COMMON STOCK USD	049904105	6,963	7,924	SH		SOLE		6,945	0	979
RINGCENTRAL, INC.	COMMON STOCK USD	76680R206	6,680	61,972	SH		SOLE		61,972	0	0
VITAMIN COTTAGE NATURAL FOOD MARKETS, INC	COMMON STOCK USD	63888U108	1,754	146,912	SH		SOLE		121,172	0	25,740
BOOZ ALLEN HAMILTON HOLDING CORPORATION	COMMON STOCK USD	099502106	1,833	31,532	SH		SOLE		31,532	0	0
WESTERN ASSET MORTGAGE CAPITAL CORPORATION	REIT USD	95790D105	1,021	99,862	SH		SOLE		99,862	0	0
CME GROUP INC.	COMMON STOCK USD	12572Q105	105,242	639,497	SH		SOLE		607,408	0	32,089
AMERIPRISE FINANCIAL, INC.	COMMON STOCK USD	03076C106	967	7,547	SH		SOLE		7,547	0	0
ATT INC.	COMMON STOCK USD	00206R102	1,712	54,615	SH		SOLE		54,615	0	0
LIVE NATION ENTERTAINMENT, INC.	COMMON STOCK USD	538034109	1,497	23,563	SH		SOLE		23,563	0	0
SVB FINANCIAL GROUP	COMMON STOCK USD	78486Q101	36,521	164,332	SH		SOLE		162,179	0	2,153
HEXCEL CORPORATION	COMMON STOCK USD	428291108	27,777	401,631	SH		SOLE		401,631	0	0
HOST HOTELS RESORTS, INC.	REIT USD	44107P104	6,185	327,254	SH		SOLE		327,254	0	0
MASTERCARD INCORPORATED	COMMON STOCK USD	57636Q104	2,529	10,745	SH		SOLE		10,745	0	0
METLIFE, INC.	COMMON STOCK USD	59156R108	1,779	41,801	SH		SOLE		41,801	0	0
LAS VEGAS SANDS CORP.	COMMON STOCK USD	517834107	1,624	26,638	SH		SOLE		26,638	0	0
ILLUMINA, INC.	COMMON STOCK USD	452327109	31,840	102,479	SH		SOLE		102,479	0	0
DISCOVER FINANCIAL SERVICES	COMMON STOCK USD	254709108	1,844	25,916	SH		SOLE		25,916	0	0
ACTIVISION BLIZZARD, INC.	COMMON STOCK USD	00507V109	25,697	564,264	SH		SOLE		564,264	0	0
LEXINGTON REALTY TRUST	REIT USD	529043101	921	101,664	SH		SOLE		101,664	0	0
PERFICIENT, INC.	COMMON STOCK USD	71375U101	7,727	282,202	SH		SOLE		257,006	0	25,196
ZUMIEZ INC.	COMMON STOCK USD	989817101	3,824	153,625	SH		SOLE		127,455	0	26,170
VISA INC.	COMMON STOCK USD	92826C839	97,122	621,941	SH		SOLE		621,941	0	0
GARTNER, INC.	COMMON STOCK USD	366651107	36,236	238,930	SH		SOLE		238,930	0	0
AGCO CORPORATION	COMMON STOCK USD	001084102	1,725	24,808	SH		SOLE		24,808	0	0
CAL-MAINE FOODS, INC.	COMMON STOCK USD	128030202	1,672	37,541	SH		SOLE		37,541	0	0
ESCO TECHNOLOGIES INC.	COMMON STOCK USD	296315104	4,838	72,226	SH		SOLE		60,282	0	11,944
EOG RESOURCES, INC.	COMMON STOCK USD	26875P101	70,722	743,030	SH		SOLE		743,030	0	0
MCCORMICK COMPANY, INCORPORATED	COMMON STOCK USD	579780206	1,803	11,973	SH		SOLE		11,973	0	0
WASTE MANAGEMENT, INC.	COMMON STOCK USD	94106L109	1,953	18,800	SH		SOLE		18,800	0	0
CISCO SYSTEMS, INC.	COMMON STOCK USD	17275R102	26,787	496,140	SH		SOLE		391,139	0	105,001
VIACOM INC.	COMMON STOCK USD	92553P201	1,963	69,941	SH		SOLE		69,941	0	0
XILINX, INC.	COMMON STOCK USD	983919101	1,959	15,450	SH		SOLE		15,450	0	0
IDEXX LABORATORIES, INC.	COMMON STOCK USD	45168D104	1,994	8,921	SH		SOLE		8,921	0	0
TETRA TECH, INC.	COMMON STOCK USD	88162G103	66,712	1,120,075	SH		SOLE		1,106,609	0	13,466
AMERICAN TOWER CORPORATION	REIT USD	03027X100	88,526	449,304	SH		SOLE		449,304	0	0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION	COMMON STOCK USD	192446102	1,902	26,269	SH		SOLE		26,269	0	0
MEDIFAST, INC.	COMMON STOCK USD	58470H101	1,108	8,686	SH		SOLE		8,686	0	0
ROSS STORES, INC.	COMMON STOCK USD	778296103	1,901	20,418	SH		SOLE		20,418	0	0
MICROSOFT CORPORATION	COMMON STOCK USD	594918104	90,288	765,539	SH		SOLE		689,528	0	76,011
MONOLITHIC POWER SYSTEMS, INC.	COMMON STOCK USD	609839105	8,240	60,809	SH		SOLE		60,809	0	0
ADOBE INC.	COMMON STOCK USD	00724F101	22,991	86,302	SH		SOLE		86,302	0	0
CARNIVAL CORPORATION	COMMON STOCK USD	143658300	11,274	222,289	SH		SOLE		222,289	0	0
PRUDENTIAL FINANCIAL, INC.	COMMON STOCK USD	744320102	2,344	25,503	SH		SOLE		25,503	0	0
MAXIM INTEGRATED PRODUCTS, INC.	COMMON STOCK USD	57772K101	23,465	441,386	SH		SOLE		350,083	0	91,303
INSPERITY, INC.	COMMON STOCK USD	45778Q107	11,303	91,460	SH		SOLE		80,840	0	10,620
WATERS CORPORATION	COMMON STOCK USD	941848103	1,906	7,573	SH		SOLE		7,573	0	0
DOMINO'S PIZZA, INC.	COMMON STOCK USD	25754A201	1,286	4,979	SH		SOLE		4,979	0	0
XYLEM INC.	COMMON STOCK USD	98419M100	54,793	693,148	SH		SOLE		693,148	0	0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	ADR USD	874039100	32,773	800,122	SH		SOLE		606,251	0	193,871
MEDIDATA SOLUTIONS, INC.	COMMON STOCK USD	58471A105	1,971	26,931	SH		SOLE		26,931	0	0
DARDEN RESTAURANTS, INC.	COMMON STOCK USD	237194105	13,223	108,873	SH		SOLE		73,866	0	35,007
AMAZON.COM, INC.	COMMON STOCK USD	023135106	124,538	69,931	SH		SOLE		69,931	0	0
FACEBOOK, INC.	COMMON STOCK USD	30303M102	48,607	291,655	SH		SOLE		291,655	0	0
UNIVERSAL DISPLAY CORPORATION	COMMON STOCK USD	91347P105	27,524	180,238	SH		SOLE		180,238	0	0
MARKETAXESS HOLDINGS INC.	COMMON STOCK USD	57060D108	95,111	386,519	SH		SOLE		381,618	0	4,901
JPMORGAN CHASE CO.	COMMON STOCK USD	46625H100	76,014	750,765	SH		SOLE		698,491	0	52,274
LOCKHEED MARTIN CORPORATION	COMMON STOCK USD	539830109	67,363	224,422	SH		SOLE		224,422	0	0
PFIZER INC.	COMMON STOCK USD	717081103	87,847	2,068,439	SH		SOLE		1,955,540	0	112,899
THE COCA-COLA COMPANY	COMMON STOCK USD	191216100	2,921	62,340	SH		SOLE		62,340	0	0
MARSH MCLENNAN COMPANIES, INC.	COMMON STOCK USD	571748102	1,947	20,735	SH		SOLE		20,735	0	0
THE BOEING COMPANY	COMMON STOCK USD	097023105	24,982	65,497	SH		SOLE		51,765	0	13,732
NEXTERA ENERGY, INC.	COMMON STOCK USD	65339F101	132,198	684,031	SH		SOLE		655,405	0	28,626
CHEVRON CORPORATION	COMMON STOCK USD	166764100	54,314	440,994	SH		SOLE		391,393	0	49,601
EXXON MOBIL CORPORATION	COMMON STOCK USD	30231G102	3,337	41,308	SH		SOLE		41,308	0	0
TEXAS INSTRUMENTS INCORPORATED	COMMON STOCK USD	882508104	2,467	23,265	SH		SOLE		23,265	0	0
THE HERSHEY COMPANY	COMMON STOCK USD	427866108	1,803	15,704	SH		SOLE		15,704	0	0
UNION PACIFIC CORPORATION	COMMON STOCK USD	907818108	2,542	15,209	SH		SOLE		15,209	0	0
AIR PRODUCTS AND CHEMICALS, INC.	COMMON STOCK USD	009158106	32,103	168,116	SH		SOLE		129,326	0	38,790
BCE INC.	COMMON STOCK CAD	05534B760	1,752	39,538	SH		SOLE		39,538	0	0
MOLSON COORS BREWING COMPANY	COMMON STOCK USD	60871R209	2,465	41,317	SH		SOLE		41,317	0	0
COLGATE-PALMOLIVE COMPANY	COMMON STOCK USD	194162103	36,001	525,414	SH		SOLE		525,414	0	0
RYDER SYSTEM, INC.	COMMON STOCK USD	783549108	3,413	55,029	SH		SOLE		55,029	0	0
JOHNSON JOHNSON	COMMON STOCK USD	478160104	100,323	717,716	SH		SOLE		692,849	0	24,867
SONOCO PRODUCTS COMPANY	COMMON STOCK USD	835495102	1,759	28,593	SH		SOLE		28,593	0	0
RAYTHEON COMPANY	COMMON STOCK USD	755111507	1,970	10,820	SH		SOLE		10,820	0	0
CVS HEALTH CORPORATION	COMMON STOCK USD	126650100	11,529	213,864	SH		SOLE		213,864	0	0
TERADYNE, INC.	COMMON STOCK USD	880770102	44,829	1,125,224	SH		SOLE		1,112,950	0	12,274
T-MOBILE USA, INC.	COMMON STOCK USD	872590104	1,849	26,767	SH		SOLE		26,767	0	0
THE CLOROX COMPANY	COMMON STOCK USD	189054109	10,783	67,213	SH		SOLE		45,139	0	22,074
BAXTER INTERNATIONAL INC.	COMMON STOCK USD	071813109	2,255	27,730	SH		SOLE		27,730	0	0
ZOETIS INC.	COMMON STOCK USD	98978V103	2,147	21,331	SH		SOLE		21,331	0	0
AVERY DENNISON CORPORATION	COMMON STOCK USD	053611109	47,804	423,007	SH		SOLE		423,007	0	0
BAKER HUGHES, A GE COMPANY	COMMON STOCK USD	05722G100	3,517	126,878	SH		SOLE		126,878	0	0
NUCOR CORPORATION	COMMON STOCK USD	670346105	9,019	154,549	SH		SOLE		118,928	0	35,621
MCDONALD'S CORPORATION	COMMON STOCK USD	580135101	2,678	14,109	SH		SOLE		14,109	0	0
DOLLAR GENERAL CORPORATION	COMMON STOCK USD	256677105	2,043	17,119	SH		SOLE		17,119	0	0
EVERCORE INC.	COMMON STOCK USD	29977A105	1,719	18,902	SH		SOLE		18,902	0	0
BANK OF AMERICA CORPORATION	COMMON STOCK USD	060505104	1,567	56,846	SH		SOLE		56,846	0	0
TESLA INC.	COMMON STOCK USD	88160R101	20,041	71,638	SH		SOLE		71,638	0	0
GREEN DOT CORPORATION	COMMON STOCK USD	39304D102	58,224	959,849	SH		SOLE		938,840	0	21,009
SERVICENOW, INC.	COMMON STOCK USD	81762P102	96,119	389,904	SH		SOLE		389,904	0	0
STARWOOD PROPERTY TRUST, INC.	REIT USD	85571B105	8,579	384,021	SH		SOLE		384,021	0	0
THE TRAVELERS COMPANIES, INC.	COMMON STOCK USD	89417E109	1,029	7,499	SH		SOLE		7,499	0	0
KAR AUCTION SERVICES, INC.	COMMON STOCK USD	48238T109	31,521	614,447	SH		SOLE		614,447	0	0
LAM RESEARCH CORPORATION	COMMON STOCK USD	512807108	6,164	34,438	SH		SOLE		34,438	0	0
ZIONS BANCORPORATION	COMMON STOCK USD	989701107	885	19,496	SH		SOLE		19,496	0	0
ALIBABA GROUP HOLDING LIMITED	ADR USD	01609W102	34,992	191,800	SH		SOLE		191,800	0	0
APPLE INC.	COMMON STOCK USD	037833100	51,803	272,732	SH		SOLE		272,732	0	0
FIVE BELOW, INC.	COMMON STOCK USD	33829M101	1,786	14,373	SH		SOLE		14,373	0	0
KLA CORPORATION	COMMON STOCK USD	482480100	1,930	16,166	SH		SOLE		16,166	0	0
NIKE, INC.	COMMON STOCK USD	654106103	1,478	17,557	SH		SOLE		17,557	0	0
THE HOME DEPOT, INC.	COMMON STOCK USD	437076102	3,193	16,645	SH		SOLE		16,645	0	0
MICRON TECHNOLOGY, INC.	COMMON STOCK USD	595112103	9,322	225,598	SH		SOLE		225,598	0	0
CANADIAN NATURAL RESOURCES LIMITED	COMMON STOCK CAD	136385101	914	33,337	SH		SOLE		33,337	0	0
MANULIFE FINANCIAL CORPORATION	COMMON STOCK CAD	56501R106	1,094	64,759	SH		SOLE		0	0	64,759
ALPHABET INC.	COMMON STOCK USD	02079K107	141,595	120,748	SH		SOLE		120,748	0	0
ALPHABET INC.	COMMON STOCK USD	02079K305	32,720	27,819	SH		SOLE		27,819	0	0
CDW CORPORATION	COMMON STOCK USD	12514G108	15,008	155,737	SH		SOLE		155,737	0	0
BEIJING WUBA INFORMATION TECHNOLOGY CO., LTD.	ADR USD	31680Q104	10,852	165,300	SH		SOLE		165,300	0	0