Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CPRT	Copart Inc.	6,952,250	$239M	3.2%	$6.05	+32.3%	COM	217204106
KNX	Knight-Swift Transportation Ho	5,564,873	$231M	3.1%	$35.05	0.0%	COM	499049104
ICLR	Icon PLC	1,827,452	$208M	2.8%	$34.17	+211.0%	SHS	G4705A100
—	Ultimate Software Group Inc.	880,357	$167M	2.3%	$126.41	—	COM	90385D107
MNRO	Monro Inc.	2,895,476	$162M	2.2%	$48.66	-3.5%	COM	610236101
—	Cavium Networks Inc.	2,360,626	$156M	2.1%	$55.44	—	COM	14964U108
ENSG	Ensign Group Inc/The	6,585,897	$149M	2.0%	$16.94	+12.7%	COM	29358P101
EGBN	Eagle Bancorp Inc.	2,185,154	$147M	2.0%	$36.49	+34.2%	COM	268948106
WCC	WESCO Intl. Inc.	2,485,247	$145M	2.0%	$66.82	-21.8%	COM	95082P105
OLLI	Ollie's Bargain Outlet Holding	2,952,278	$137M	1.9%	$24.27	+81.9%	COM	681116109
RBC	RBC Bearings Inc.	995,306	$125M	1.7%	$98.49	+10.3%	COM	75524B104
TCBI	Texas Capital Bancshares Inc.	1,426,449	$122M	1.7%	$57.53	+35.0%	COM	88224Q107
HQY	HealthEquity Inc.	2,419,509	$122M	1.7%	$23.68	+96.5%	COM	42226A107
MMYT	MakeMyTrip Ltd.	4,128,263	$119M	1.6%	$18.34	+74.4%	SHS	V5633W109
HEI/A	Heico Corp. - Cl A	1,474,753	$112M	1.5%	$20.42	+121.1%	CL A	422806208
MPWR	Monolithic Power Systems Inc.	1,007,328	$107M	1.5%	$50.76	+86.7%	COM	609839105
FIVE	Five Below Inc.	1,937,199	$106M	1.4%	$37.23	+31.5%	COM	33829M101
—	Cimpress NV	1,042,075	$102M	1.4%	$76.76	—	COM	N20146101
—	Envestnet Inc.	1,964,174	$100M	1.4%	$33.48	—	COM	29404K106
BCPC	Balchem Corp.	1,148,207	$93.34M	1.3%	$58.85	+24.4%	COM	057665200
—	HFF Inc. - Class A	2,329,063	$92.14M	1.3%	$34.27	—	CL A	40418F108
ALGT	Allegiant Travel Co.	689,118	$90.76M	1.2%	$85.49	+38.2%	COM	01748X102
—	Barnes Group Inc.	1,282,296	$90.33M	1.2%	$64.82	—	COM	067806109
WCN	Waste Connections, Inc.	1,276,663	$89.31M	1.2%	$46.90	+33.0%	COM	94106B101
ODFL	Old Dominion Freight Line Inc.	787,442	$86.7M	1.2%	$15.27	+108.4%	COM	679580100
—	51job Inc.ADR	1,364,389	$82.7M	1.1%	$49.67	—	SP ADR REP COM	316827104
TREX	Trex Company Inc.	917,465	$82.64M	1.1%	$10.70	+78.1%	COM	89531P105
—	Luxoft Holding Inc.	1,714,881	$81.97M	1.1%	$58.79	—	ORD SHS CL A	G57279104
MELI	MercadoLibre Inc.	316,311	$81.9M	1.1%	$114.43	+131.4%	COM	58733R102
W	Wayfair Inc.	1,213,364	$81.78M	1.1%	$35.60	+108.5%	COM	94419L101
FTNT	Fortinet Inc.	2,238,853	$80.24M	1.1%	$5.86	+29.5%	COM	34959E109
—	Callidus Software Inc.	3,236,977	$79.79M	1.1%	$17.14	—	COM	13123E500
—	Pinnacle Financial Partners In	1,187,752	$79.52M	1.1%	$56.60	—	COM	72346Q104
—	Zendesk Inc.	2,722,961	$79.27M	1.1%	$22.98	—	COM	98936J101
SGMO	Sangamo Therapeutics Inc.	5,190,789	$77.86M	1.1%	$8.38	+31.9%	COM	800677106
—	Spirit Airlines Inc.	2,311,162	$77.22M	1.0%	$42.33	—	COM	848577102
EXAS	Exact Sciences Corp.	1,559,011	$73.46M	1.0%	$10.95	+267.8%	COM	30063P105
EEFT	Euronet Worldwide Inc.	763,265	$72.35M	1.0%	$80.83	+17.2%	COM	298736109
TYL	Tyler Technologies Inc.	414,692	$72.29M	1.0%	$78.68	+118.4%	COM	902252105
—	Proofpoint Inc.	790,258	$68.93M	0.9%	$77.64	—	COM	743424103
—	Fiesta Restaurant Group Inc.	3,558,156	$67.61M	0.9%	$27.85	—	COM	31660B101
HCSG	Healthcare Services Group	1,248,276	$67.37M	0.9%	$43.34	+18.6%	COM	421906108
WBS	Webster Financial Corp.	1,250,812	$65.73M	0.9%	$40.17	+24.4%	COM	947890109
CACC	Credit Acceptance Corp.	228,853	$64.12M	0.9%	$132.09	+98.7%	COM	225310101
—	Cornerstone OnDemand Inc.	1,470,686	$59.73M	0.8%	$37.60	—	COM	21925Y103
CTRE	CareTrust REIT Inc.	3,108,505	$59.19M	0.8%	$14.96	—	COM	14174T107
HUBS	HubSpot Inc.	668,110	$56.16M	0.8%	$47.62	+50.4%	COM	443573100
—	Seattle Genetics Inc/WA	1,016,090	$55.28M	0.8%	$33.51	—	COM	812578102
IBP	Installed Building Products In	852,552	$55.24M	0.8%	$14.80	+248.9%	COM	45780R101
GWRE	Guidewire Software Inc.	692,806	$53.94M	0.7%	$67.58	+8.4%	COM	40171V100
BABA	Alibaba Group Holding Ltd.ADR	297,593	$51.4M	0.7%	$144.58	—	SPONSORED ADR	01609W102
—	Cantel Medical Corp.	536,781	$50.55M	0.7%	$94.17	—	COM	138098108
—	Ctrip.com International Ltd. -	931,896	$49.15M	0.7%	$46.60	—	AMERICAN DEP SHS	22943F100
PLNT	Planet Fitness Inc.	1,780,525	$48.04M	0.7%	$20.97	+15.9%	COM	72703H101
EPAM	EPAM Systems Inc.	543,334	$47.77M	0.6%	$37.92	+119.9%	COM	29414B104
—	Altra Industrial Motion Corp	977,955	$47.04M	0.6%	$44.98	—	COM	02208R106
—	South State Corp.	517,595	$46.61M	0.6%	$79.06	—	COM	840441109
GLOB	Globant SA	1,107,816	$44.39M	0.6%	$29.19	+41.3%	COM	L44385109
PCTY	Paylocity Holding Corp.	861,387	$42.05M	0.6%	$32.52	+42.7%	COM	70438V106
INDB	Independent Bank Corp/Rockland	555,017	$41.43M	0.6%	$34.52	+56.9%	COM	453836108
—	Sun Hydraulics Corp.	755,368	$40.79M	0.6%	$54.00	—	COM	866942105
CHEF	Chefs' Warehouse Inc/The	2,062,839	$39.81M	0.5%	$21.57	-25.8%	COM	163086101
NUS	Nu Skin Enterprises Inc.- Cl A	640,595	$39.38M	0.5%	$42.31	+10.1%	CL A	67018T105
—	Cyber-Ark Software Ltd/Israel	927,889	$38.04M	0.5%	$46.31	—	SHS	M2682V108
AAON	AAON Inc.	1,102,189	$38M	0.5%	$21.85	-1.2%	COM	000360206
—	TrueCar Inc.	2,405,517	$37.98M	0.5%	$16.24	—	COM	89785L107
SEIC	SEI Investments Co.	605,791	$36.99M	0.5%	$26.07	+95.7%	COM	784117103
POOL	Pool Corp.	331,419	$35.85M	0.5%	$49.61	+98.4%	COM	73278L105
ESPR	Esperion Therapeutics Inc.	713,404	$35.76M	0.5%	$21.42	+125.1%	COM	29664W105
RPD	Rapid7 Inc.	1,984,074	$34.92M	0.5%	$15.06	+10.2%	COM	753422104
LGIH	LGI Homes Inc.	703,231	$34.16M	0.5%	$18.68	+137.9%	COM	50187T106
—	InterXion Holding NV	639,149	$32.55M	0.4%	$50.93	—	SHS	N47279109
—	Chuy's Holdings Inc.	1,502,174	$31.62M	0.4%	$28.83	—	COM	171604101
—	Intra-Cellular Therapies Inc.	1,970,181	$31.09M	0.4%	$18.08	—	COM	46116X101
—	Juno Therapeutics Inc.	651,016	$29.2M	0.4%	$29.89	—	COM	48205A109
INDA	iShares MSCI India ETF	881,463	$28.96M	0.4%	$28.35	—	MSCI INDIA ETF	46429B598
HLNE	Hamilton Lane Inc.	1,010,161	$27.12M	0.4%	$23.00	0.0%	COM	407497106
—	Flexion Therapeutics Inc.	1,007,404	$24.36M	0.3%	$16.66	—	COM	33938J106
TSEM	Tower Semiconductor Ltd.	768,114	$23.62M	0.3%	$14.12	+93.1%	SHS NEW	M87915274
FN	Fabrinet	567,637	$21.04M	0.3%	$28.65	+42.8%	COM	G3323L100
—	Zagg Inc.	1,318,579	$20.77M	0.3%	$6.95	—	COM	98884U108
ABR	Arbor Realty Trust Inc.	2,425,742	$19.89M	0.3%	$7.02	—	COM	038923108
—	Monmouth Real Estate Investmen	1,215,583	$19.68M	0.3%	$15.20	—	COM	609720107
SNBR	Sleep Number Corp.	632,444	$19.64M	0.3%	$31.25	0.0%	COM	83125X103
MGNX	MacroGenics Inc.	1,044,231	$19.3M	0.3%	$19.08	-9.2%	COM	556099109
—	First of Long Island Corp.	616,598	$18.77M	0.3%	$28.70	—	COM	320734106
—	BofI Holding Inc.	648,285	$18.46M	0.3%	$22.31	—	COM	05566U108
TGS	Transportadora de Gas del Sur	891,900	$18.11M	0.2%	$14.85	—	SPON ADR B	893870204
BAP	Credicorp Ltd.	87,997	$18.04M	0.2%	$123.86	+27.7%	COM	G2519Y108
—	Ebix Inc.	274,108	$17.89M	0.2%	$20.82	—	COM	278715206
—	Inovio Pharmaceuticals Inc.	2,691,331	$17.06M	0.2%	$8.70	—	COM	45773H201
SBRA	Sabra Health Care REIT, Inc.	769,671	$16.89M	0.2%	$21.70	—	COM	78573L106
—	ChemoCentryx Inc.	2,218,765	$16.46M	0.2%	$10.53	—	COM	16383L106
—	China Lodging Group Ltd.ADR	132,765	$15.78M	0.2%	$80.68	—	SPONSORED ADR	16949N109
—	LHC Group Inc.	217,140	$15.4M	0.2%	$33.73	—	COM	50187A107
CUBI	Customers Bancorp Inc.	466,392	$15.21M	0.2%	$17.71	+62.9%	COM	23204G100
—	MFA Financial Inc.	1,715,496	$15.03M	0.2%	$8.27	—	COM	55272X102
—	Atlas Financial Holdings Inc.	780,955	$14.76M	0.2%	$16.49	—	COM	G06207115
PAM	Pampa Energia SAADR	209,779	$13.66M	0.2%	$54.22	—	SPONS ADR LVL 1	697660207
FRPT	Freshpet Inc.	832,700	$13.03M	0.2%	$8.28	+94.4%	COM	358039105
—	China Biologic Products Holdin	137,482	$12.69M	0.2%	$92.27	—	COM	G21515104
IOSP	Innospec, Inc.	197,829	$12.2M	0.2%	$57.92	-7.9%	COM	45768S105
GGAL	Grupo Financiero Galicia SAADR	227,161	$11.71M	0.2%	$30.69	—	SP ADR 10 SH B	399909100
EWT	iShares MSCI Taiwan Capped ETF	321,227	$11.6M	0.2%	$29.77	—	MSCI TAIWAN ETF	46434G772
HDB	HDFC Bank Ltd. ADR	120,231	$11.59M	0.2%	$38.12	—	ADR REPS 3 SHS	40415F101
SGC	Superior Uniform Group Inc.	481,805	$11.03M	0.1%	$17.80	+24.8%	COM	868358102
NEOG	Neogen Corp.	142,221	$11.02M	0.1%	$25.71	0.0%	COM	640491106
PB	Prosperity Bancshares Inc.	167,111	$10.98M	0.1%	$43.44	+12.4%	COM	743606105
JNJ	Johnson & Johnson	82,804	$10.77M	0.1%	$68.68	+52.8%	COM	478160104
INN	Summit Hotel Properties Inc.	662,381	$10.59M	0.1%	$11.55	—	COM	866082100
CSCO	Cisco Systems Inc.	310,781	$10.45M	0.1%	$16.31	+51.5%	COM	17275R102
—	Stamps.com Inc.	51,050	$10.35M	0.1%	$96.14	—	COM	852857200
CYTK	Cytokinetics Inc.	702,672	$10.19M	0.1%	$7.43	+83.9%	COM	23282W605
BMA	Banco Macro SAADR	84,899	$9.963M	0.1%	$68.32	—	SPON ADR B	05961W105
SUPV	Grupo Supervielle SAADR	397,673	$9.819M	0.1%	$18.58	—	SPONSORED ADR	40054A108
—	Oxford Immunotec Global PLC	574,174	$9.646M	0.1%	$14.43	—	COM	G6855A103
ATRC	Atricure Inc.	423,963	$9.484M	0.1%	$9.87	+129.1%	COM	04963C209
C	Citigroup Inc.	127,643	$9.285M	0.1%	$33.88	+53.2%	COM	172967424
—	Earthstone Energy Inc.	841,411	$9.247M	0.1%	$12.63	—	COM	27032D304
AAPL	Apple Inc.	58,864	$9.072M	0.1%	$21.38	+69.1%	COM	037833100
MDT	Medtronic PLC	113,424	$8.821M	0.1%	$53.02	+26.3%	COM	G5960L103
KRNT	Kornit Digital Ltd.	572,592	$8.761M	0.1%	$19.11	-4.5%	SHS	M6372Q113
—	State Bank Financial Corp.	295,679	$8.471M	0.1%	$28.17	—	COM	856190103
—	USA Technologies Inc.	1,341,079	$8.382M	0.1%	$2.96	—	COM	90328S500
PFE	Pfizer Inc.	233,123	$8.322M	0.1%	$16.57	+34.3%	COM	717081103
DORM	Dorman Products Inc.	114,952	$8.233M	0.1%	$52.61	+36.6%	COM	258278100
—	People's Utah BanCorp.	250,954	$8.143M	0.1%	$17.56	—	COM	712706209
EXC	Exelon Corp.	208,591	$7.858M	0.1%	$16.11	+24.2%	COM	30161N101
—	NV5 Global Inc.	141,157	$7.714M	0.1%	$29.56	—	COM	62945V109
ORCL	Oracle Corp.	159,262	$7.7M	0.1%	$31.80	+38.2%	COM	68389X105
TCX	Tucows Inc.	131,356	$7.691M	0.1%	$23.70	+129.1%	COM	898697206
TPICQ	TPI Composites Inc.	342,630	$7.654M	0.1%	$17.90	+11.6%	COM	87266J104
CVX	Chevron Corp.	64,859	$7.621M	0.1%	$71.02	+7.3%	COM	166764100
—	PetIQ Inc.	266,963	$7.229M	0.1%	$27.08	—	COM	71639T106
—	Instructure Inc.	215,862	$7.156M	0.1%	$20.47	—	COM	45781U103
HCKT	Hackett Group Inc./The	459,886	$6.986M	0.1%	$14.89	0.0%	COM	404609109
CVS	CVS Health Corp.	85,400	$6.945M	0.1%	$66.21	-8.1%	COM	126650100
PG	Procter & Gamble Company	73,525	$6.689M	0.1%	$63.91	+14.3%	COM	742718109
WMT	Wal-Mart Stores Inc.	84,967	$6.639M	0.1%	$19.85	+15.4%	COM	931142103
DUK	Duke Energy Corp.	78,438	$6.583M	0.1%	$48.20	+26.2%	COM	26441C204
—	Gran Tierra Energy Inc.	2,869,517	$6.542M	0.1%	$4.68	—	COM	38500T101
AMGN	Amgen Inc.	35,048	$6.535M	0.1%	$117.90	+16.6%	COM	031162100
LAD	Lithia Motors Inc. - Cl A	53,351	$6.419M	0.1%	$104.64	0.0%	CL A	536797103
CMCSA	Comcast Corp. Cl A	162,644	$6.259M	0.1%	$25.31	+26.5%	CL A	20030N101
APAM	Artisan Partners Asset Managem	186,591	$6.083M	0.1%	$13.39	+4.6%	COM	04316A108
WFC	Wells Fargo & Co.	110,262	$6.081M	0.1%	$31.97	+31.8%	COM	949746101
NSSC	Napco Security Technologies In	612,884	$5.945M	0.1%	$3.71	+16.1%	COM	630402105
COST	Costco Wholesale Corp.	36,075	$5.927M	0.1%	$133.31	+5.1%	COM	22160K105
—	Exa Corp.	244,610	$5.915M	0.1%	$10.99	—	COM	300614500
MCK	McKesson Corp.	38,271	$5.879M	0.1%	$145.57	+0.3%	COM	58155Q103
TREE	LendingTree Inc.	23,935	$5.851M	0.1%	$91.88	—	COM	52603B107
—	Royal Dutch Shell PLCADR	96,426	$5.841M	0.1%	$55.31	—	SPONS ADR A	780259206
SLB	Schlumberger Ltd.	82,700	$5.769M	0.1%	$61.14	-15.2%	COM	806857108
JPM	JPMorgan Chase & Co.	57,367	$5.479M	0.1%	$36.24	+103.3%	COM	46625H100
PRAA	PRA Group Inc.	188,613	$5.404M	0.1%	$51.84	-35.6%	COM	69354N106
SU	Suncor Energy Inc.	153,736	$5.385M	0.1%	$22.68	+3.0%	COM	867224107
QCOM	Qualcomm Inc.	101,495	$5.262M	0.1%	$47.49	-10.9%	COM	747525103
DKL	Delek Logistics Partners LP	167,821	$5.244M	0.1%	$34.35	—	COM	24664T103
OMCL	Omnicell Inc.	102,094	$5.212M	0.1%	$31.80	+50.6%	COM	68213N109
MLAB	Mesa Laboratories, Inc.	34,534	$5.157M	0.1%	$76.54	+78.1%	COM	59064R109
—	SodaStream International Ltd.	74,000	$4.917M	0.1%	$52.11	—	USD SHS	M9068E105
PNC	PNC Financial Services Group I	36,453	$4.913M	0.1%	$56.31	+71.6%	COM	693475105
WKC	World Fuel Services Corp.	144,028	$4.884M	0.1%	$42.38	-15.9%	COM	981475106
NVEC	NVE Corp.	60,165	$4.751M	0.1%	$57.76	+32.0%	COM	629445206
USB	US Bancorp	86,203	$4.62M	0.1%	$37.68	+0.2%	COM	902973304
NYT	New York Times Co/The	235,609	$4.618M	0.1%	$12.85	+34.5%	COM	650111107
—	Michael Kors Holdings Ltd.	95,862	$4.587M	0.1%	$41.07	—	COM	G60754101
PDFS	PDF Solutions Inc.	291,601	$4.517M	0.1%	$17.18	-6.1%	COM	693282105
TBRG	Computer Programs & Systems In	148,186	$4.379M	0.1%	$29.79	-4.1%	COM	205306103
—	Netshoes Cayman Ltd.	331,643	$4.361M	0.1%	$13.85	—	COM	G6455X107
FIVN	Five9 Inc.	181,946	$4.349M	0.1%	$20.72	+4.7%	COM	338307101
ING	ING Groep NV ADR	226,500	$4.172M	0.1%	$15.27	—	SPONSORED ADR	456837103
ETN	Eaton Corp.	54,246	$4.166M	0.1%	$56.63	+12.7%	COM	G29183103
—	Entellus Medical Inc.	223,073	$4.118M	0.1%	$19.78	—	COM	29363K105
EPR	EPR Properties	58,800	$4.101M	0.1%	$50.97	—	COM	26884U109
UPLD	Upland Software Inc.	191,406	$4.05M	0.1%	$20.94	+9.6%	COM	91544A109
—	Tabula Rasa HealthCare Inc.	151,337	$4.047M	0.1%	$26.74	—	COM	873379101
VZ	Verizon Communications Inc.	81,653	$4.041M	0.1%	$26.91	+12.3%	COM	92343V104
SBNY	Signature Bank	31,519	$4.036M	0.1%	$97.08	—	COM	82669G104
—	Allergan PLC	19,231	$3.941M	0.1%	$210.01	—	COM	G0177J108
AXS	Axis Capital Holdings Ltd.	68,692	$3.937M	0.1%	$44.42	+9.5%	COM	G0692U109
—	General Electric Co.	159,217	$3.85M	0.1%	$25.94	—	COM	369604103
PYPL	PayPal Holdings Inc.	59,376	$3.802M	0.1%	$41.07	+45.5%	COM	70450Y103
ESQ	Esquire Financial Holdings Inc	232,432	$3.74M	0.1%	$14.50	+0.2%	COM	29667J101
—	Walgreens Boots Alliance, Inc.	48,254	$3.726M	0.1%	$82.19	—	COM	931427108
CTSH	Cognizant Technology Solutions	50,086	$3.633M	0.0%	$38.71	+61.4%	COM	192446102
—	The Blackstone Group LP	107,612	$3.591M	0.0%	$30.13	—	COM	09253U108
MA	Mastercard Inc.	24,685	$3.486M	0.0%	$76.28	+65.6%	COM	57636Q104
—	Heritage-Crystal Clean Inc.	159,366	$3.466M	0.0%	$13.59	—	COM	42726M106
PATK	Patrick Industries Inc.	41,027	$3.45M	0.0%	$20.40	+43.4%	COM	703343103
—	Bill Barrett Corp.	797,863	$3.423M	0.0%	$11.33	—	COM	06846N104
NVS	Novartis AG ADR	39,635	$3.403M	0.0%	$70.71	—	SPONSORED ADR	66987V109
V	Visa Inc.	32,300	$3.399M	0.0%	$61.54	+55.5%	COM	92826C839
—	MCBC Holdings Inc.	166,440	$3.392M	0.0%	$13.25	—	COM	55276F107
DHIL	Diamond Hill Investment Group	15,731	$3.34M	0.0%	$47.36	+145.5%	COM	25264R207
—	CBS Corp-Class B	56,701	$3.289M	0.0%	$54.52	—	CL B	124857202
PI	Impinj Inc.	78,906	$3.283M	0.0%	$42.02	+0.2%	COM	453204109
SITE	SiteOne Landscape Supply Inc.	55,784	$3.241M	0.0%	$32.71	+60.0%	COM	82982L103
—	Reis Inc.	168,930	$3.041M	0.0%	$23.57	—	COM	75936P105
RLGT	Radiant Logistics Inc.	572,440	$3.04M	0.0%	$4.15	+20.2%	COM	75025X100
STLD	Steel Dynamics Inc.	87,891	$3.03M	0.0%	$16.00	+84.3%	COM	858119100
KINS	Kingstone Cos Inc.	183,621	$2.993M	0.0%	$6.16	+115.2%	COM	496719105
—	Ferro Corp.	133,648	$2.98M	0.0%	$15.25	—	COM	315405100
—	Everbridge Inc.	112,729	$2.978M	0.0%	$20.06	—	COM	29978A104
BWFG	Bankwell Financial Group Inc.	80,189	$2.962M	0.0%	$18.17	+48.8%	COM	06654A103
KR	Kroger Co/The	142,869	$2.866M	0.0%	$23.64	-20.2%	COM	501044101
JBTM	John Bean Technologies Corp.	27,892	$2.82M	0.0%	$40.27	+122.0%	COM	477839104
NRC	National Research Corp. - Cl A	73,216	$2.76M	0.0%	$18.16	+72.9%	CL A	637372202
SMBK	SmartFinancial Inc.	114,330	$2.751M	0.0%	$21.74	+9.8%	COM	83190L208
SFBC	Sound Financial Bancorp Inc.	81,257	$2.718M	0.0%	$22.78	+18.4%	COM	83607A100
OOMA	Ooma Inc.	255,675	$2.697M	0.0%	$8.48	+3.9%	COM	683416101
—	Mellanox Technologies Ltd.	56,567	$2.667M	0.0%	$42.51	—	COM	M51363113
GM	General Motors Co.	66,020	$2.666M	0.0%	$25.78	+22.5%	COM	37045V100
IPGP	IPG Photonics Corp.	14,359	$2.657M	0.0%	$64.06	+159.3%	COM	44980X109
—	Extended Stay America Inc.	131,855	$2.637M	0.0%	$15.94	—	COM	30224P200
ISTR	Investar Holding Corp.	107,609	$2.593M	0.0%	$16.55	+37.1%	COM	46134L105
—	MedEquities Realty Trust Inc.	215,170	$2.528M	0.0%	$11.75	—	COM	58409L306
—	Beneficial Bancorp Inc.	152,243	$2.527M	0.0%	$14.44	—	COM	08171T102
—	Blue Hills Bancorp Inc.	129,000	$2.477M	0.0%	$15.89	—	COM	095573101
DLTH	Duluth Holdings Inc.	121,974	$2.475M	0.0%	$17.37	+11.3%	COM	26443V101
GOOGL	Alphabet, Inc.	2,538	$2.471M	0.0%	$35.43	+32.9%	COM	02079K305
GSM	Ferroglobe PLC	185,945	$2.447M	0.0%	$10.13	+23.4%	SHS	G33856108
—	Red Lion Hotels Corp	281,940	$2.439M	0.0%	$8.27	—	COM	756764106
PRLB	Proto Labs Inc.	30,059	$2.414M	0.0%	$57.79	+25.1%	COM	743713109
KCLI	Kansas City Life Insurance Co.	48,811	$2.406M	0.0%	$35.66	+12.8%	COM	484836200
—	Anadarko Petroleum Corp.	47,896	$2.34M	0.0%	$63.36	—	COM	032511107
TNDM	Tandem Diabetes Care Inc.	3,141,583	$2.293M	0.0%	$6.33	0.0%	COM	875372203
HLF	Herbalife Ltd.	33,784	$2.292M	0.0%	$23.91	+43.1%	COM	G4412G101
—	ORBCOMM Inc.	216,222	$2.264M	0.0%	$6.89	—	COM	68555P100
TTWO	Take-Two Interactive Software	22,079	$2.257M	0.0%	$27.96	+220.3%	COM	874054109
—	Selecta Biosciences Inc.	122,923	$2.243M	0.0%	$16.33	—	COM	816212104
MCHP	Microchip Technology Inc.	24,541	$2.203M	0.0%	$22.37	+60.5%	COM	595017104
QLYS	Qualys Inc.	42,506	$2.202M	0.0%	$42.34	+8.4%	COM	74758T303
—	Nautilus Inc.	127,800	$2.16M	0.0%	$17.19	—	COM	63910B102
—	Ellie Mae, Inc.	26,281	$2.158M	0.0%	$23.63	—	COM	28849P100
TCMD	Tactile Systems Technology Inc	69,729	$2.158M	0.0%	$15.35	+106.3%	COM	87357P100
—	Sunshine Bancorp Inc.	90,000	$2.092M	0.0%	$17.45	—	COM	86777J108
—	Medidata Solutions Inc.	26,767	$2.089M	0.0%	$41.96	—	COM	58471A105
—	Outfront Media Inc.	81,746	$2.058M	0.0%	$26.39	—	COM	69007J106
HD	Home Depot Inc.	12,546	$2.052M	0.0%	$109.35	+14.5%	COM	437076102
—	Select Income REIT	87,521	$2.05M	0.0%	$24.19	—	COM	81618T100
SHAK	Shake Shack Inc.	60,000	$1.994M	0.0%	$32.72	0.0%	COM	819047101
AKAM	Akamai Technologies	40,670	$1.981M	0.0%	$52.62	-9.1%	COM	00971T101
—	Monsanto Co.	16,079	$1.927M	0.0%	$102.91	—	COM	61166W101
KEY	KeyCorp.	100,728	$1.896M	0.0%	$8.09	+54.0%	COM	493267108
—	BG Staffing Inc.	112,489	$1.862M	0.0%	$17.24	—	COM	05544A109
—	Barracuda Networks Inc.	76,267	$1.848M	0.0%	$23.06	—	COM	068323104
—	Capstar Financial Holdings Inc	93,719	$1.835M	0.0%	$18.20	—	COM	14070T102
—	Horizon Global Corp.	101,108	$1.784M	0.0%	$11.00	—	COM	44052W104
POWI	Power Integrations Inc.	24,145	$1.767M	0.0%	$19.89	+69.0%	COM	739276103
PANW	Palo Alto Networks Inc.	11,989	$1.728M	0.0%	$22.36	+1.9%	COM	697435105
MOS	Mosaic Co/The	79,995	$1.727M	0.0%	$38.47	-50.8%	COM	61945C103
—	Southwestern Energy Co.	269,169	$1.645M	0.0%	$20.43	—	COM	845467109
SPSC	SPS Commerce Inc.	28,565	$1.62M	0.0%	$28.19	+4.6%	COM	78463M107
—	Magellan Midstream Partners LP	21,971	$1.561M	0.0%	$75.55	—	COM	559080106
FDX	FedEx Corp	6,726	$1.517M	0.0%	$132.65	+39.4%	COM	31428X106
SLM	SLM Corp	132,300	$1.517M	0.0%	$9.83	+10.4%	COM	78442P106
—	Bank of the Ozarks	30,938	$1.487M	0.0%	$41.01	—	COM	063904106
CHKP	Check Point Software Technolog	12,892	$1.47M	0.0%	$83.29	+32.0%	ORD	M22465104
—	Priceline Group Inc/The	780	$1.428M	0.0%	$983.80	—	COM	741503403
M	Macy's Inc.	65,007	$1.418M	0.0%	$40.85	-46.2%	COM	55616P104
META	Facebook Inc.- A	8,218	$1.404M	0.0%	$156.86	+5.6%	CL A	30303M102
—	Habit Restaurants Inc/The	106,268	$1.387M	0.0%	$17.29	—	COM	40449J103
LAB	Fluidigm Corp.	252,890	$1.275M	0.0%	$20.57	-79.6%	COM	34385P108
UFABQ	Unique Fabricating Inc.	148,756	$1.257M	0.0%	$11.46	-29.1%	COM	90915J103
HDSN	Hudson Technologies Inc.	156,216	$1.22M	0.0%	$2.65	+226.6%	COM	444144109
—	Abraxas Petroleum Corp.	628,980	$1.182M	0.0%	$2.02	—	COM	003830106
ARAY	Accuray Inc.	291,716	$1.167M	0.0%	$5.16	-16.7%	COM	004397105
ENPH	Enphase Energy Inc.	753,789	$1.146M	0.0%	$1.06	-3.9%	COM	29355A107
—	Zoe's Kitchen Inc.	89,860	$1.135M	0.0%	$32.29	—	COM	98979J109
EMR	Emerson Electric Co.	18,023	$1.133M	0.0%	$37.33	+31.9%	COM	291011104
IRM	Iron Mountain Inc.	28,731	$1.118M	0.0%	$19.28	+21.4%	COM	46284V101
ARCC	Ares Capital Corp.	66,026	$1.082M	0.0%	$5.83	+24.9%	COM	04010L103
EA	Electronic Arts Inc.	9,000	$1.063M	0.0%	$82.78	+36.0%	COM	285512109
TAL	TAL Education GroupADR	31,283	$1.055M	0.0%	$38.85	—	SPONSORED ADR	874080104
—	Discover Financial Services	16,352	$1.054M	0.0%	$57.84	—	COM	254709108
TTEK	Tetra Tech Inc.	22,194	$1.033M	0.0%	$5.31	+65.5%	COM	88162G103
—	KKR & Co LP	45,394	$923K	0.0%	$22.87	—	COM	48248M102
SMIN	iShares MSCI India Small-Cap E	20,130	$920K	0.0%	$44.41	—	MSCI INDIA SM CP	46429B614
BXMT	Blackstone Mortgage Trust Inc.	28,250	$876K	0.0%	$28.03	—	COM	09257W100
STWD	Starwood Property Trust Inc.	40,300	$875K	0.0%	$23.40	—	COM	85571B105
—	Obalon Therapeutics Inc.	91,332	$870K	0.0%	$8.95	—	COM	67424L100
TECH	Techne Corp.	7,169	$867K	0.0%	$22.18	+28.0%	COM	09073M104
—	Great Ajax Corp.	61,400	$865K	0.0%	$14.29	—	COM	38983D300
—	Dr. Pepper Snapple Group, Inc.	9,592	$849K	0.0%	$95.14	—	COM	26138E109
ZUMZ	Zumiez Inc.	44,947	$814K	0.0%	$29.26	-53.5%	COM	989817101
—	Flotek Industries Inc.	174,324	$811K	0.0%	$6.46	—	COM	343389102
ECPG	Encore Capital Group Inc.	17,985	$797K	0.0%	$32.02	+26.5%	COM	292554102
NFLX	NetFlix Inc.	4,290	$778K	0.0%	$12.79	+36.4%	COM	64110L106
AMZN	Amazon.com Inc.	792	$761K	0.0%	$24.46	+100.8%	COM	023135106
DIS	The Walt Disney Co.	7,483	$738K	0.0%	$101.48	-4.5%	COM	254687106
TAYD	Taylor Devices Inc.	60,456	$708K	0.0%	$15.90	-24.0%	COM	877163105
—	VMware Inc.	5,906	$645K	0.0%	$56.57	—	COM	928563402
—	MEI Pharma Inc.	238,092	$638K	0.0%	$1.60	—	COM	55279B202
—	Attunity Ltd.	92,973	$628K	0.0%	$7.08	—	SHS NEW	M15332121
AMP	Ameriprise Financial Inc.	3,964	$589K	0.0%	$110.70	+7.2%	COM	03076C106
PAG	Penske Automotive Group Inc.	11,232	$534K	0.0%	$49.14	-12.1%	COM	70959W103
ALK	Alaska Air Group Inc.	6,985	$533K	0.0%	$77.46	0.0%	COM	011659109
TSCO	Tractor Supply Company	8,400	$532K	0.0%	$12.67	-21.3%	COM	892356106
—	Golar LNG Partners LP	19,800	$460K	0.0%	$23.43	—	COM	Y2745C102
SPG	Simon Property Group Inc.	2,785	$448K	0.0%	$101.85	0.0%	COM	828806109
—	Colony NorthStar, Inc.	35,540	$446K	0.0%	$13.21	—	COM	19625W104
—	Resource Capital Corp.	41,092	$443K	0.0%	$12.21	—	COM	76120W708
AXP	American Express Company	4,900	$443K	0.0%	$69.17	+10.8%	COM	025816109
—	Triangle Capital Corp.	30,134	$430K	0.0%	$15.75	—	COM	895848109
—	Alcentra Capital Corp.	34,124	$365K	0.0%	$11.15	—	COM	01374T102
MSM	MSC Industrial Direct Co.- A	4,530	$342K	0.0%	$72.54	0.0%	CL A	553530106
—	BlackRock Inc.	710	$317K	0.0%	$446.48	—	COM	09247X101
ROST	Ross Stores Inc.	4,905	$317K	0.0%	$57.27	-7.6%	COM	778296103
SLRC	Solar Capital Ltd.	14,111	$305K	0.0%	$7.10	+35.7%	COM	83413U100
—	Splunk Inc.	4,100	$272K	0.0%	$58.78	—	COM	848637104
—	OurPet's Co.	146,197	$263K	0.0%	$1.80	—	COM	689890101
GWW	WW Grainger Inc.	1,449	$260K	0.0%	$199.76	-25.1%	COM	384802104
—	Discovery Communications - A	11,462	$244K	0.0%	$21.29	—	CL A	25470F104
MYGN	Myriad Genetics Inc.	6,600	$239K	0.0%	$28.52	0.0%	COM	62855J104
UNH	UnitedHealth Group Inc.	1,165	$228K	0.0%	$168.94	0.0%	COM	91324P102
SNA	Snap-on Inc.	1,500	$224K	0.0%	$121.59	0.0%	COM	833034101
MD	Mednax Inc.	5,111	$220K	0.0%	$56.42	-15.8%	COM	58502B106
—	Core Laboratories NV	2,052	$203K	0.0%	$133.35	—	COM	N22717107
MFIN	Medallion Financial Corp.	92,913	$202K	0.0%	$7.16	-72.7%	COM	583928106
—	Medley Capital Corp.	31,859	$190K	0.0%	$6.39	—	COM	58503F106
—	Egalet Corp.	142,654	$183K	0.0%	$10.46	—	COM	28226B104
—	Reed's Inc.	62,352	$137K	0.0%	$4.15	—	COM	758338107
—	Argos Therapeutics Inc.	665,831	$120K	0.0%	$0.18	—	COM	040221103
—	Auris Medical Holding AG	109,448	$90,000	0.0%	$4.94	—	COM	H03579101