The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 |
Activision Blizzard Inc. | COM | 00507V109 | 15,544 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
AdvanSix Inc. | COM | 00773T101 | 9,863 | 315,730 | SH | SOLE | 315,730 | 0 | 0 | ||
Advanced Micro Devices Inc. | COM | 007903107 | 17,185 | 1,376,970 | SH | SOLE | 1,376,970 | 0 | 0 | ||
Albemarle Corp. | COM | 012653101 | 18,247 | 172,892 | SH | SOLE | 172,892 | 0 | 0 | ||
Alexion Pharmaceuticals Inc. | COM | 015351109 | 6,923 | 56,900 | SH | SOLE | 56,900 | 0 | 0 | ||
Alphabet Inc. | COM | 02079K305 | 21,100 | 22,696 | SH | SOLE | 22,696 | 0 | 0 | ||
Amazon.com Inc. | COM | 023135106 | 18,086 | 18,684 | SH | SOLE | 18,684 | 0 | 0 | ||
Apogee Enterprises Inc. | COM | 037598109 | 4,968 | 87,400 | SH | SOLE | 87,400 | 0 | 0 | ||
Applied Optoelectronics Inc. | COM | 03823U102 | 8,767 | 141,876 | SH | SOLE | 141,876 | 0 | 0 | ||
Arista Networks Inc. | COM | 040413106 | 15,456 | 103,185 | SH | SOLE | 103,185 | 0 | 0 | ||
At Home Group Inc. | COM | 04650Y100 | 2,096 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
Atlassian Corp. PLC | COM | G06242104 | 11,181 | 317,811 | SH | SOLE | 317,811 | 0 | 0 | ||
Axcelis Technologies Inc. | COM | 054540208 | 1,614 | 77,059 | SH | SOLE | 77,059 | 0 | 0 | ||
AxoGen Inc. | COM | 05463X106 | 2,489 | 148,622 | SH | SOLE | 148,622 | 0 | 0 | ||
BMC Stock Holdings Inc. | COM | 05591B109 | 11,089 | 507,507 | SH | SOLE | 507,507 | 0 | 0 | ||
Best Buy Co. Inc. | COM | 086516101 | 16,052 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
Bio-Techne Corp. | COM | 09073M104 | 14,735 | 125,405 | SH | SOLE | 125,405 | 0 | 0 | ||
Black Knight Financial Service | COM | 09214X100 | 14,311 | 349,480 | SH | SOLE | 349,480 | 0 | 0 | ||
Blackhawk Network Holdings | COM | 09238E104 | 12,442 | 285,357 | SH | SOLE | 285,357 | 0 | 0 | ||
Broadcom Ltd. | COM | Y09827109 | 24,199 | 103,836 | SH | SOLE | 103,836 | 0 | 0 | ||
CME Group Inc. | COM | 12572Q105 | 15,115 | 120,692 | SH | SOLE | 120,692 | 0 | 0 | ||
Calavo Growers Inc. | COM | 128246105 | 3,032 | 43,906 | SH | SOLE | 43,906 | 0 | 0 | ||
Calix Inc. | COM | 13100M509 | 1,613 | 235,500 | SH | SOLE | 235,500 | 0 | 0 | ||
Callidus Software Inc. | COM | 13123E500 | 1,750 | 72,310 | SH | SOLE | 72,310 | 0 | 0 | ||
Charter Communications Inc. | COM | 16119P108 | 16,857 | 50,043 | SH | SOLE | 50,043 | 0 | 0 | ||
Ciena Corp. | COM | 171779309 | 11,067 | 442,327 | SH | SOLE | 442,327 | 0 | 0 | ||
Cigna Corp. | COM | 125509109 | 13,445 | 80,324 | SH | SOLE | 80,324 | 0 | 0 | ||
Delta Air Lines Inc. | COM | 247361702 | 15,047 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
Dycom Industries Inc. | COM | 267475101 | 12,491 | 139,533 | SH | SOLE | 139,533 | 0 | 0 | ||
EMCOR Group Inc. | COM | 29084Q100 | 11,623 | 177,781 | SH | SOLE | 177,781 | 0 | 0 | ||
EMCORE Corp. | COM | 290846203 | 1,419 | 133,200 | SH | SOLE | 133,200 | 0 | 0 | ||
Eagle Materials Inc. | COM | 26969P108 | 13,235 | 143,200 | SH | SOLE | 143,200 | 0 | 0 | ||
Ehealth Inc. | COM | 28238P109 | 1,881 | 100,055 | SH | SOLE | 100,055 | 0 | 0 | ||
Electronic Arts Inc. | COM | 285512109 | 11,887 | 112,435 | SH | SOLE | 112,435 | 0 | 0 | ||
Eli Lilly & Co. | COM | 532457108 | 3,284 | 39,900 | SH | SOLE | 39,900 | 0 | 0 | ||
Evolent Health Inc. | COM | 30050B101 | 9,967 | 393,163 | SH | SOLE | 393,163 | 0 | 0 | ||
Expedia Inc. | COM | 30212P303 | 19,656 | 131,965 | SH | SOLE | 131,965 | 0 | 0 | ||
Facebook Inc. | COM | 30303M102 | 18,465 | 122,301 | SH | SOLE | 122,301 | 0 | 0 | ||
Finisar Corp. | COM | 31787A507 | 14,328 | 551,500 | SH | SOLE | 551,500 | 0 | 0 | ||
Five9 Inc. | COM | 338307101 | 8,178 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
Fortune Brands Home & Security | COM | 34964C106 | 17,289 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
GMS Inc. | COM | 36251C103 | 7,714 | 274,516 | SH | SOLE | 274,516 | 0 | 0 | ||
Global Payments Inc. | COM | 37940X102 | 18,499 | 204,817 | SH | SOLE | 204,817 | 0 | 0 | ||
Gray Television Inc. | COM | 389375106 | 1,948 | 142,200 | SH | SOLE | 142,200 | 0 | 0 | ||
Green Dot Corp. | COM | 39304D102 | 2,200 | 57,103 | SH | SOLE | 57,103 | 0 | 0 | ||
Health Insurance Innovations I | COM | 42225K106 | 2,587 | 110,079 | SH | SOLE | 110,079 | 0 | 0 | ||
Helen of Troy Ltd. | COM | G4388N106 | 11,982 | 127,331 | SH | SOLE | 127,331 | 0 | 0 | ||
Hologic Inc. | COM | 436440101 | 17,426 | 384,000 | SH | SOLE | 384,000 | 0 | 0 | ||
Huntington Ingalls Industries | COM | 446413106 | 16,382 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | ||
Illumina Inc. | COM | 452327109 | 17,513 | 100,925 | SH | SOLE | 100,925 | 0 | 0 | ||
Invuity Inc. | COM | 46187J205 | 1,625 | 224,154 | SH | SOLE | 224,154 | 0 | 0 | ||
John Bean Technologies Corp. | COM | 477839104 | 12,397 | 126,500 | SH | SOLE | 126,500 | 0 | 0 | ||
Kosmos Energy Ltd. | COM | G5315B107 | 3,982 | 621,281 | SH | SOLE | 621,281 | 0 | 0 | ||
Liberty Media Corp-Liberty For | COM | 531229854 | 17,918 | 489,300 | SH | SOLE | 489,300 | 0 | 0 | ||
LogMeIn Inc. | COM | 54142L109 | 17,041 | 163,073 | SH | SOLE | 163,073 | 0 | 0 | ||
Lowe's Cos. Inc. | COM | 548661107 | 14,105 | 181,925 | SH | SOLE | 181,925 | 0 | 0 | ||
Martin Marietta Materials Inc. | COM | 573284106 | 11,886 | 53,402 | SH | SOLE | 53,402 | 0 | 0 | ||
Medtronic PLC | COM | G5960L103 | 3,026 | 34,100 | SH | SOLE | 34,100 | 0 | 0 | ||
Mercury Systems Inc. | COM | 589378108 | 6,746 | 160,268 | SH | SOLE | 160,268 | 0 | 0 | ||
Microchip Technology Inc. | COM | 595017104 | 2,184 | 28,300 | SH | SOLE | 28,300 | 0 | 0 | ||
Micron Technology Inc. | COM | 595112103 | 13,803 | 462,250 | SH | SOLE | 462,250 | 0 | 0 | ||
Microsoft Corp. | COM | 594918104 | 18,335 | 266,000 | SH | SOLE | 266,000 | 0 | 0 | ||
Mitek Systems Inc. | COM | 606710200 | 1,910 | 227,415 | SH | SOLE | 227,415 | 0 | 0 | ||
NV5 Global Inc. | COM | 62945V109 | 1,754 | 41,281 | SH | SOLE | 41,281 | 0 | 0 | ||
NVIDIA Corp. | COM | 67066G104 | 19,507 | 134,939 | SH | SOLE | 134,939 | 0 | 0 | ||
Netflix Inc. | COM | 64110L106 | 16,399 | 109,760 | SH | SOLE | 109,760 | 0 | 0 | ||
Oclaro Inc. | COM | 67555N206 | 9,542 | 1,021,590 | SH | SOLE | 1,021,590 | 0 | 0 | ||
Oshkosh Corp. | COM | 688239201 | 13,259 | 192,500 | SH | SOLE | 192,500 | 0 | 0 | ||
PRA Health Sciences Inc. | COM | 69354M108 | 4,843 | 64,560 | SH | SOLE | 64,560 | 0 | 0 | ||
Penumbra Inc. | COM | 70975L107 | 5,655 | 64,448 | SH | SOLE | 64,448 | 0 | 0 | ||
Performance Food Group Co. | COM | 71377A103 | 13,638 | 497,732 | SH | SOLE | 497,732 | 0 | 0 | ||
Pinnacle Foods Inc. | COM | 72348P104 | 14,536 | 244,719 | SH | SOLE | 244,719 | 0 | 0 | ||
Pixelworks Inc. | COM | 72581M305 | 1,260 | 274,583 | SH | SOLE | 274,583 | 0 | 0 | ||
Potlatch Corp. | COM | 737630103 | 9,150 | 200,219 | SH | SOLE | 200,219 | 0 | 0 | ||
Prestige Brands Holdings Inc. | COM | 74112D101 | 15,315 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
Repligen Corp. | COM | 759916109 | 6,423 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
SPX Corp. | COM | 784635104 | 7,847 | 311,900 | SH | SOLE | 311,900 | 0 | 0 | ||
Salesforce.com Inc. | COM | 79466L302 | 15,588 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
ServiceNow Inc. | COM | 81762P102 | 15,389 | 145,183 | SH | SOLE | 145,183 | 0 | 0 | ||
Silicon Motion Technology Corp | COM | 82706C108 | 8,219 | 170,419 | SH | SOLE | 170,419 | 0 | 0 | ||
Starbucks Corp. | COM | 855244109 | 14,141 | 242,512 | SH | SOLE | 242,512 | 0 | 0 | ||
T-Mobile US Inc. | COM | 872590104 | 13,951 | 230,145 | SH | SOLE | 230,145 | 0 | 0 | ||
TTM Technologies Inc. | COM | 87305R109 | 1,562 | 89,995 | SH | SOLE | 89,995 | 0 | 0 | ||
Teladoc Inc. | COM | 87918A105 | 600 | 17,292 | SH | SOLE | 17,292 | 0 | 0 | ||
The Children's Place Inc. | COM | 168905107 | 11,299 | 110,670 | SH | SOLE | 110,670 | 0 | 0 | ||
The Estee Lauder Cos. Inc. | COM | 518439104 | 17,852 | 186,000 | SH | SOLE | 186,000 | 0 | 0 | ||
The Meet Group Inc. | COM | 58513U101 | 1,571 | 311,000 | SH | SOLE | 311,000 | 0 | 0 | ||
The Priceline Group Inc. | COM | 741503403 | 15,288 | 8,173 | SH | SOLE | 8,173 | 0 | 0 | ||
The Trade Desk Inc. | COM | 88339J105 | 13,989 | 279,164 | SH | SOLE | 279,164 | 0 | 0 | ||
Thermo Fisher Scientific Inc. | COM | 883556102 | 19,579 | 112,219 | SH | SOLE | 112,219 | 0 | 0 | ||
Ulta Beauty Inc. | COM | 90384S303 | 17,746 | 61,761 | SH | SOLE | 61,761 | 0 | 0 | ||
United Insurance Holdings Corp | COM | 910710102 | 1,994 | 126,745 | SH | SOLE | 126,745 | 0 | 0 | ||
United Rentals Inc. | COM | 911363109 | 16,963 | 150,500 | SH | SOLE | 150,500 | 0 | 0 | ||
Universal Display Corp. | COM | 91347P105 | 3,549 | 32,487 | SH | SOLE | 32,487 | 0 | 0 | ||
Vantiv Inc. | COM | 92210H105 | 6,133 | 96,824 | SH | SOLE | 96,824 | 0 | 0 | ||
Visa Inc. | COM | 92826C839 | 14,548 | 155,126 | SH | SOLE | 155,126 | 0 | 0 | ||
Vulcan Materials Co. | COM | 929160109 | 15,681 | 123,782 | SH | SOLE | 123,782 | 0 | 0 | ||
Western Digital Corp. | COM | 958102105 | 6,424 | 72,511 | SH | SOLE | 72,511 | 0 | 0 | ||
Xilinx Inc. | COM | 983919101 | 16,948 | 263,500 | SH | SOLE | 263,500 | 0 | 0 | ||
Zoetis Inc. | COM | 98978V103 | 19,026 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
elf Beauty | COM | 26856L103 | 1,217 | 44,714 | SH | SOLE | 44,714 | 0 | 0 | ||
iRhythm Technologies Inc. | COM | 450056106 | 1,899 | 44,700 | SH | SOLE | 44,700 | 0 | 0 |