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	1,991	20,847	SH		SOLE		20,847	0	0
ARTHUR J. GALLAGHER CO.	COMMON STOCK USD	363576109	1,731	19,771	SH		SOLE		19,771	0	0
ALBEMARLE CORPORATION	COMMON STOCK USD	012653101	38,271	543,705	SH		SOLE		543,705	0	0
ANSYS, INC.	COMMON STOCK USD	03662Q105	71,580	349,613	SH		SOLE		342,502	0	7,111
CINCINNATI FINANCIAL CORPORATION	COMMON STOCK USD	172062101	11,622	112,124	SH		SOLE		75,969	0	36,155
CUMMINS INC.	COMMON STOCK USD	231021106	1,922	11,222	SH		SOLE		11,222	0	0
COHERENT, INC.	COMMON STOCK USD	192479103	30,578	224,226	SH		SOLE		224,226	0	0
EQUITY RESIDENTIAL	REIT USD	29476L107	1,205	15,878	SH		SOLE		15,878	0	0
EDWARDS LIFESCIENCES CORPORATION	COMMON STOCK USD	28176E108	2,179	11,779	SH		SOLE		11,779	0	0
FIRST BANCORP.	COMMON STOCK USD	318672706	1,997	181,249	SH		SOLE		181,249	0	0
FIRST REPUBLIC BANK	COMMON STOCK USD	33616C100	36,425	373,778	SH		SOLE		373,778	0	0
INTUITIVE SURGICAL, INC.	COMMON STOCK USD	46120E602	39,773	75,869	SH		SOLE		75,869	0	0
THE PROGRESSIVE CORPORATION	COMMON STOCK USD	743315103	2,335	29,209	SH		SOLE		29,209	0	0
PULTEGROUP, INC.	COMMON STOCK USD	745867101	1,503	47,516	SH		SOLE		47,516	0	0
PHOTRONICS, INC.	COMMON STOCK USD	719405102	10,199	1,245,302	SH		SOLE		1,209,444	0	35,858
STEEL DYNAMICS, INC.	COMMON STOCK USD	858119100	1,224	40,510	SH		SOLE		40,510	0	0
PRA HEALTH SCIENCES, INC.	COMMON STOCK USD	69354M108	1,382	13,913	SH		SOLE		13,913	0	0
THERMO FISHER SCIENTIFIC INC.	COMMON STOCK USD	883556102	1,209	4,117	SH		SOLE		4,117	0	0
TAKE-TWO INTERACTIVE SOFTWARE, INC.	COMMON STOCK USD	874054109	2,085	18,367	SH		SOLE		18,367	0	0
OLLIE'S BARGAIN OUTLET HOLDINGS, INC.	COMMON STOCK USD	681116109	1,429	16,404	SH		SOLE		16,404	0	0
WATSCO, INC.	COMMON STOCK USD	942622200	13,245	80,980	SH		SOLE		53,998	0	26,982
WATTS WATER TECHNOLOGIES, INC.	COMMON STOCK USD	942749102	1,925	20,687	SH		SOLE		20,687	0	0
POPULAR, INC.	COMMON STOCK USD	733174700	1,969	36,311	SH		SOLE		36,311	0	0
INSULET CORPORATION	COMMON STOCK USD	45784P101	62,692	525,102	SH		SOLE		525,102	0	0
VEEVA SYSTEMS INC.	COMMON STOCK USD	922475108	10,210	63,000	SH		SOLE		63,000	0	0
BURLINGTON STORES, INC.	COMMON STOCK USD	122017106	103,656	609,528	SH		SOLE		601,438	0	8,090
NEW RESIDENTIAL INVESTMENT CORP.	REIT USD	64828T201	10,657	692,914	SH		SOLE		692,914	0	0
EVERBRIDGE, INC.	COMMON STOCK USD	29978A104	14,701	164,483	SH		SOLE		164,483	0	0
SOLAREDGE TECHNOLOGIES, INC.	COMMON STOCK USD	83417M104	17,050	272,980	SH		SOLE		272,980	0	0
PENN VIRGINIA CORPORATION	COMMON STOCK USD	70788V102	642	21,000	SH		SOLE		21,000	0	0
GRANITE POINT MORTGAGE TRUST INC.	REIT USD	38741L107	13,978	729,162	SH		SOLE		729,162	0	0
TWO HARBORS INVESTMENT CORP.	REIT USD	90187B408	10,561	834,232	SH		SOLE		834,232	0	0
PLANET FITNESS, INC.	COMMON STOCK USD	72703H101	3,135	43,241	SH		SOLE		43,241	0	0
WORLDPAY SF, INC.	COMMON STOCK USD	981558109	76,221	614,139	SH		SOLE		614,139	0	0
NOVANTA INC.	COMMON STOCK USD	67000B104	1,636	17,353	SH		SOLE		17,353	0	0
EXACT SCIENCES CORPORATION	COMMON STOCK USD	30063P105	57,875	490,255	SH		SOLE		490,255	0	0
BROADCOM INC.	COMMON STOCK USD	11135F101	78,773	273,763	SH		SOLE		250,639	0	23,124
EPAM SYSTEMS, INC.	COMMON STOCK USD	29414B104	53,804	310,846	SH		SOLE		310,846	0	0
MSG NETWORKS INC.	COMMON STOCK USD	553573106	1,090	52,700	SH		SOLE		52,700	0	0
VICI PROPERTIES INC.	REIT USD	925652109	1,317	59,792	SH		SOLE		59,792	0	0
GDS HOLDINGS LIMITED	ADR USD	36165L108	5,489	146,100	SH		SOLE		146,100	0	0
BANDWIDTH INC.	COMMON STOCK USD	05988J103	10,721	142,925	SH		SOLE		142,925	0	0
AMERICOLD REALTY TRUST	REIT USD	03064D108	1,667	51,381	SH		SOLE		51,381	0	0
SITEONE LANDSCAPE SUPPLY, INC.	COMMON STOCK USD	82982L103	14,914	215,422	SH		SOLE		215,422	0	0
TPG RE FINANCE TRUST, INC.	REIT USD	87266M107	7,703	399,748	SH		SOLE		399,748	0	0
BOINGO WIRELESS, INC.	COMMON STOCK USD	09739C102	11,291	628,321	SH		SOLE		601,598	0	26,723
SERVICEMASTER GLOBAL HOLDINGS, INC.	COMMON STOCK USD	81761R109	89,489	1,716,646	SH		SOLE		1,716,646	0	0
PENUMBRA, INC.	COMMON STOCK USD	70975L107	2,345	14,675	SH		SOLE		14,675	0	0
ATRION CORPORATION	COMMON STOCK USD	049904105	7,115	8,394	SH		SOLE		7,505	0	889
RINGCENTRAL, INC.	COMMON STOCK USD	76680R206	7,104	61,972	SH		SOLE		61,972	0	0
STAAR SURGICAL COMPANY	COMMON STOCK USD	852312305	3,366	114,579	SH		SOLE		114,579	0	0
BOOZ ALLEN HAMILTON HOLDING CORPORATION	COMMON STOCK USD	099502106	2,088	31,532	SH		SOLE		31,532	0	0
PLUG POWER INC.	COMMON STOCK USD	72919P202	10,731	4,812,109	SH		SOLE		4,812,109	0	0
FRONTDOOR, INC.	COMMON STOCK USD	35905A109	1,715	39,447	SH		SOLE		39,447	0	0
IAA	COMMON STOCK USD	449253103	23,638	614,447	SH		SOLE		614,447	0	0
CME GROUP INC.	COMMON STOCK USD	12572Q105	84,076	433,178	SH		SOLE		404,915	0	28,263
AMERIPRISE FINANCIAL, INC.	COMMON STOCK USD	03076C106	1,794	12,356	SH		SOLE		12,356	0	0
ATT INC.	COMMON STOCK USD	00206R102	1,728	51,587	SH		SOLE		51,587	0	0
LIVE NATION ENTERTAINMENT, INC.	COMMON STOCK USD	538034109	1,929	29,037	SH		SOLE		29,037	0	0
SVB FINANCIAL GROUP	COMMON STOCK USD	78486Q101	44,719	199,167	SH		SOLE		197,014	0	2,153
HEXCEL CORPORATION	COMMON STOCK USD	428291108	32,456	401,631	SH		SOLE		401,631	0	0
HOST HOTELS RESORTS, INC.	REIT USD	44107P104	8,724	479,335	SH		SOLE		479,335	0	0
MASTERCARD INCORPORATED	COMMON STOCK USD	57636Q104	3,577	13,527	SH		SOLE		13,527	0	0
LAS VEGAS SANDS CORP.	COMMON STOCK USD	517834107	924	15,634	SH		SOLE		15,634	0	0
ILLUMINA, INC.	COMMON STOCK USD	452327109	59,922	162,766	SH		SOLE		162,766	0	0
DISCOVER FINANCIAL SERVICES	COMMON STOCK USD	254709108	2,011	25,916	SH		SOLE		25,916	0	0
ACTIVISION BLIZZARD, INC.	COMMON STOCK USD	00507V109	23,890	506,150	SH		SOLE		506,150	0	0
LEXINGTON REALTY TRUST	REIT USD	529043101	1,306	138,819	SH		SOLE		138,819	0	0
PERFICIENT, INC.	COMMON STOCK USD	71375U101	16,728	487,844	SH		SOLE		465,189	0	22,655
ZUMIEZ INC.	COMMON STOCK USD	989817101	4,466	171,355	SH		SOLE		148,767	0	22,588
VISA INC.	COMMON STOCK USD	92826C839	108,602	628,993	SH		SOLE		628,993	0	0
GARTNER, INC.	COMMON STOCK USD	366651107	38,575	239,957	SH		SOLE		239,957	0	0
AGCO CORPORATION	COMMON STOCK USD	001084102	1,924	24,808	SH		SOLE		24,808	0	0
STIFEL FINANCIAL CORP.	COMMON STOCK USD	860630102	2,222	37,623	SH		SOLE		37,623	0	0
CAL-MAINE FOODS, INC.	COMMON STOCK USD	128030202	1,566	37,541	SH		SOLE		37,541	0	0
ESCO TECHNOLOGIES INC.	COMMON STOCK USD	296315104	7,038	85,322	SH		SOLE		73,212	0	12,110
EOG RESOURCES, INC.	COMMON STOCK USD	26875P101	69,565	746,569	SH		SOLE		746,569	0	0
MCCORMICK COMPANY, INCORPORATED	COMMON STOCK USD	579780206	1,855	11,973	SH		SOLE		11,973	0	0
WASTE MANAGEMENT, INC.	COMMON STOCK USD	94106L109	2,169	18,800	SH		SOLE		18,800	0	0
CISCO SYSTEMS, INC.	COMMON STOCK USD	17275R102	23,773	435,038	SH		SOLE		330,037	0	105,001
VIACOM INC.	COMMON STOCK USD	92553P201	1,568	52,481	SH		SOLE		52,481	0	0
XILINX, INC.	COMMON STOCK USD	983919101	1,822	15,450	SH		SOLE		15,450	0	0
IDEXX LABORATORIES, INC.	COMMON STOCK USD	45168D104	2,455	8,921	SH		SOLE		8,921	0	0
TETRA TECH, INC.	COMMON STOCK USD	88162G103	86,722	1,104,740	SH		SOLE		1,092,296	0	12,444
AMERICAN TOWER CORPORATION	REIT USD	03027X100	91,806	449,304	SH		SOLE		449,304	0	0
COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION	COMMON STOCK USD	192446102	1,665	26,269	SH		SOLE		26,269	0	0
ROSS STORES, INC.	COMMON STOCK USD	778296103	2,024	20,418	SH		SOLE		20,418	0	0
MICROSOFT CORPORATION	COMMON STOCK USD	594918104	100,174	747,992	SH		SOLE		671,981	0	76,011
MONOLITHIC POWER SYSTEMS, INC.	COMMON STOCK USD	609839105	1,671	12,305	SH		SOLE		12,305	0	0
ADOBE INC.	COMMON STOCK USD	00724F101	24,990	84,817	SH		SOLE		84,817	0	0
BOTTOMLINE TECHNOLOGIES (DE), INC.	COMMON STOCK USD	101388106	25,246	570,398	SH		SOLE		570,398	0	0
MAXIM INTEGRATED PRODUCTS, INC.	COMMON STOCK USD	57772K101	29,753	497,504	SH		SOLE		406,201	0	91,303
INSPERITY, INC.	COMMON STOCK USD	45778Q107	12,162	99,576	SH		SOLE		89,852	0	9,724
ZIX CORPORATION	COMMON STOCK USD	98974P100	2,444	269,127	SH		SOLE		247,006	0	22,121
WATERS CORPORATION	COMMON STOCK USD	941848103	1,629	7,573	SH		SOLE		7,573	0	0
XYLEM INC.	COMMON STOCK USD	98419M100	57,940	693,148	SH		SOLE		693,148	0	0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	ADR USD	874039100	34,317	876,291	SH		SOLE		682,420	0	193,871
MEDIDATA SOLUTIONS, INC.	COMMON STOCK USD	58471A105	2,587	28,584	SH		SOLE		28,584	0	0
DARDEN RESTAURANTS, INC.	COMMON STOCK USD	237194105	17,750	145,864	SH		SOLE		110,857	0	35,007
AMAZON.COM, INC.	COMMON STOCK USD	023135106	132,870	70,311	SH		SOLE		70,311	0	0
FACEBOOK, INC.	COMMON STOCK USD	30303M102	52,397	271,516	SH		SOLE		271,516	0	0
UNIVERSAL DISPLAY CORPORATION	COMMON STOCK USD	91347P105	28,417	151,040	SH		SOLE		151,040	0	0
MARKETAXESS HOLDINGS INC.	COMMON STOCK USD	57060D108	123,851	385,349	SH		SOLE		380,899	0	4,450
CONOCOPHILLIPS	COMMON STOCK USD	20825C104	2,005	32,860	SH		SOLE		32,860	0	0
JPMORGAN CHASE CO.	COMMON STOCK USD	46625H100	89,302	798,962	SH		SOLE		746,688	0	52,274
VIAD CORP	COMMON STOCK USD	92552R406	5,215	78,855	SH		SOLE		67,869	0	10,986
LOCKHEED MARTIN CORPORATION	COMMON STOCK USD	539830109	78,995	217,359	SH		SOLE		217,359	0	0
PFIZER INC.	COMMON STOCK USD	717081103	85,421	1,971,424	SH		SOLE		1,858,525	0	112,899
THE COCA-COLA COMPANY	COMMON STOCK USD	191216100	3,550	69,752	SH		SOLE		69,752	0	0
MARSH MCLENNAN COMPANIES, INC.	COMMON STOCK USD	571748102	2,066	20,735	SH		SOLE		20,735	0	0
THE BOEING COMPANY	COMMON STOCK USD	097023105	23,844	65,497	SH		SOLE		51,765	0	13,732
NEXTERA ENERGY, INC.	COMMON STOCK USD	65339F101	138,733	677,337	SH		SOLE		648,711	0	28,626
CHEVRON CORPORATION	COMMON STOCK USD	166764100	53,929	433,744	SH		SOLE		384,143	0	49,601
EXXON MOBIL CORPORATION	COMMON STOCK USD	30231G102	3,165	41,308	SH		SOLE		41,308	0	0
TEXAS INSTRUMENTS INCORPORATED	COMMON STOCK USD	882508104	2,665	23,265	SH		SOLE		23,265	0	0
THE HERSHEY COMPANY	COMMON STOCK USD	427866108	2,102	15,704	SH		SOLE		15,704	0	0
BRISTOL-MYERS SQUIBB COMPANY	COMMON STOCK USD	110122108	2,134	47,079	SH		SOLE		47,079	0	0
UNION PACIFIC CORPORATION	COMMON STOCK USD	907818108	2,572	15,209	SH		SOLE		15,209	0	0
AIR PRODUCTS AND CHEMICALS, INC.	COMMON STOCK USD	009158106	30,679	135,555	SH		SOLE		96,765	0	38,790
BCE INC.	COMMON STOCK CAD	05534B760	2,167	47,609	SH		SOLE		47,609	0	0
MOLSON COORS BREWING COMPANY	COMMON STOCK USD	60871R209	1,404	25,085	SH		SOLE		25,085	0	0
COLGATE-PALMOLIVE COMPANY	COMMON STOCK USD	194162103	37,630	525,414	SH		SOLE		525,414	0	0
RYDER SYSTEM, INC.	COMMON STOCK USD	783549108	1,738	29,799	SH		SOLE		29,799	0	0
JOHNSON JOHNSON	COMMON STOCK USD	478160104	98,211	706,161	SH		SOLE		682,058	0	24,103
SONOCO PRODUCTS COMPANY	COMMON STOCK USD	835495102	1,867	28,593	SH		SOLE		28,593	0	0
RAYTHEON COMPANY	COMMON STOCK USD	755111507	1,882	10,820	SH		SOLE		10,820	0	0
CVS HEALTH CORPORATION	COMMON STOCK USD	126650100	11,656	213,864	SH		SOLE		213,864	0	0
TERADYNE, INC.	COMMON STOCK USD	880770102	46,894	978,996	SH		SOLE		972,413	0	6,583
DANAHER CORPORATION	COMMON STOCK USD	235851102	2,868	20,074	SH		SOLE		20,074	0	0
T-MOBILE USA, INC.	COMMON STOCK USD	872590104	2,352	31,768	SH		SOLE		31,768	0	0
DXC TECHNOLOGY COMPANY	COMMON STOCK USD	23355L106	6,291	114,132	SH		SOLE		114,132	0	0
THE CLOROX COMPANY	COMMON STOCK USD	189054109	8,615	56,273	SH		SOLE		37,523	0	18,750
BAXTER INTERNATIONAL INC.	COMMON STOCK USD	071813109	2,270	27,730	SH		SOLE		27,730	0	0
ZOETIS INC.	COMMON STOCK USD	98978V103	2,417	21,331	SH		SOLE		21,331	0	0
AVERY DENNISON CORPORATION	COMMON STOCK USD	053611109	46,726	404,381	SH		SOLE		404,381	0	0
BAKER HUGHES, A GE COMPANY	COMMON STOCK USD	05722G100	2,124	86,287	SH		SOLE		86,287	0	0
NUCOR CORPORATION	COMMON STOCK USD	670346105	8,634	156,727	SH		SOLE		121,106	0	35,621
MCDONALD'S CORPORATION	COMMON STOCK USD	580135101	2,928	14,109	SH		SOLE		14,109	0	0
DOLLAR GENERAL CORPORATION	COMMON STOCK USD	256677105	1,933	14,306	SH		SOLE		14,306	0	0
EVERCORE INC.	COMMON STOCK USD	29977A105	1,675	18,902	SH		SOLE		18,902	0	0
INTEL CORPORATION	COMMON STOCK USD	458140100	571	11,928	SH		SOLE		11,928	0	0
BANK OF AMERICA CORPORATION	COMMON STOCK USD	060505104	3,604	124,262	SH		SOLE		124,262	0	0
TESLA INC.	COMMON STOCK USD	88160R101	31,244	139,877	SH		SOLE		139,877	0	0
GREEN DOT CORPORATION	COMMON STOCK USD	39304D102	52,884	1,081,699	SH		SOLE		1,062,601	0	19,098
SERVICENOW, INC.	COMMON STOCK USD	81762P102	104,905	380,642	SH		SOLE		380,642	0	0
STARWOOD PROPERTY TRUST, INC.	REIT USD	85571B105	8,664	381,681	SH		SOLE		381,681	0	0
THE TRAVELERS COMPANIES, INC.	COMMON STOCK USD	89417E109	2,161	14,455	SH		SOLE		14,455	0	0
KAR AUCTION SERVICES, INC.	COMMON STOCK USD	48238T109	15,361	614,447	SH		SOLE		614,447	0	0
LAM RESEARCH CORPORATION	COMMON STOCK USD	512807108	5,279	28,109	SH		SOLE		28,109	0	0
ALIBABA GROUP HOLDING LIMITED	ADR USD	01609W102	32,495	191,800	SH		SOLE		191,800	0	0
APPLE INC.	COMMON STOCK USD	037833100	53,956	272,628	SH		SOLE		272,628	0	0
KLA CORPORATION	COMMON STOCK USD	482480100	1,910	16,166	SH		SOLE		16,166	0	0
NIKE, INC.	COMMON STOCK USD	654106103	1,472	17,557	SH		SOLE		17,557	0	0
THE HOME DEPOT, INC.	COMMON STOCK USD	437076102	3,463	16,645	SH		SOLE		16,645	0	0
MICRON TECHNOLOGY, INC.	COMMON STOCK USD	595112103	7,354	190,556	SH		SOLE		190,556	0	0
CANADIAN NATURAL RESOURCES LIMITED	COMMON STOCK CAD	136385101	1,230	45,587	SH		SOLE		45,587	0	0
MANULIFE FINANCIAL CORPORATION	COMMON STOCK CAD	56501R106	1,179	64,759	SH		SOLE		0	0	64,759
PAYPAL, INC.	COMMON STOCK USD	70450Y103	8,543	74,650	SH		SOLE		74,650	0	0
ALPHABET INC.	COMMON STOCK USD	02079K107	123,183	113,993	SH		SOLE		113,993	0	0
ALPHABET INC.	COMMON STOCK USD	02079K305	30,098	27,819	SH		SOLE		27,819	0	0
CDW CORPORATION	COMMON STOCK USD	12514G108	14,228	128,182	SH		SOLE		128,182	0	0
BEIJING WUBA INFORMATION TECHNOLOGY CO., LTD.	ADR USD	31680Q104	5,800	93,300	SH		SOLE		93,300	0	0