Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CPRT	Copart Inc.	4,736,252	$205M	2.7%	$6.05	+60.8%	COM	217204106
KNX	Knight-Swift Transportation Ho	4,589,898	$201M	2.7%	$35.05	+8.6%	COM	499049104
ICLR	Icon PLC	1,710,295	$192M	2.5%	$34.17	+237.2%	SHS	G4705A100
MNRO	Monro Inc.	3,290,061	$187M	2.5%	$49.07	+6.1%	COM	610236101
WCC	WESCO Intl. Inc.	2,444,215	$167M	2.2%	$66.82	-9.1%	COM	95082P105
—	Ultimate Software Group Inc.	741,342	$162M	2.1%	$126.41	—	COM	90385D107
HCSG	Healthcare Services Group	3,044,131	$160M	2.1%	$48.69	+7.6%	COM	421906108
OLLI	Ollie's Bargain Outlet Holding	2,868,700	$153M	2.0%	$24.27	+94.3%	COM	681116109
EGBN	Eagle Bancorp Inc.	2,631,962	$152M	2.0%	$38.78	+28.9%	COM	268948106
RBC	RBC Bearings Inc.	1,198,672	$152M	2.0%	$103.06	+21.7%	COM	75524B104
ENSG	Ensign Group Inc/The	6,273,450	$139M	1.8%	$16.94	+23.4%	COM	29358P101
FIVE	Five Below Inc.	2,081,672	$138M	1.8%	$38.82	+54.7%	COM	33829M101
—	Barnes Group Inc.	2,063,298	$131M	1.7%	$64.24	—	COM	067806109
TCBI	Texas Capital Bancshares Inc.	1,378,098	$123M	1.6%	$57.53	+50.6%	COM	88224Q107
—	Cantel Medical Corp.	1,176,757	$121M	1.6%	$98.90	—	COM	138098108
—	Cimpress NV	1,009,128	$121M	1.6%	$76.76	—	COM	N20146101
HEI/A	Heico Corp. - Cl A	1,418,746	$112M	1.5%	$20.42	+136.4%	CL A	422806208
MPWR	Monolithic Power Systems Inc.	979,071	$110M	1.5%	$50.76	+113.8%	COM	609839105
HQY	HealthEquity Inc.	2,293,280	$107M	1.4%	$23.68	+109.1%	COM	42226A107
ODFL	Old Dominion Freight Line Inc.	782,452	$103M	1.4%	$15.27	+154.0%	COM	679580100
ALGT	Allegiant Travel Co.	654,254	$101M	1.3%	$85.49	+52.5%	COM	01748X102
—	Sun Hydraulics Corp.	1,469,841	$95.08M	1.3%	$59.20	—	COM	866942105
—	Envestnet Inc.	1,879,458	$93.69M	1.2%	$33.48	—	COM	29404K106
W	Wayfair Inc.	1,151,675	$92.44M	1.2%	$35.60	+97.4%	COM	94419L101
TREX	Trex Company Inc.	845,904	$91.69M	1.2%	$10.70	+137.9%	COM	89531P105
BCPC	Balchem Corp.	1,120,462	$90.31M	1.2%	$58.85	+34.9%	COM	057665200
—	HFF Inc. - Class A	1,840,189	$89.51M	1.2%	$34.27	—	CL A	40418F108
—	Callidus Software Inc.	3,112,951	$89.19M	1.2%	$17.14	—	COM	13123E500
FTNT	Fortinet Inc.	1,970,837	$86.11M	1.1%	$5.86	+39.0%	COM	34959E109
—	Luxoft Holding Inc.	1,523,838	$84.88M	1.1%	$58.79	—	ORD SHS CL A	G57279104
—	Altra Industrial Motion Corp	1,683,489	$84.85M	1.1%	$47.25	—	COM	02208R106
NEOG	Neogen Corp.	1,023,040	$84.1M	1.1%	$29.67	+2.2%	COM	640491106
SITE	SiteOne Landscape Supply Inc.	1,062,098	$81.46M	1.1%	$65.90	+2.8%	COM	82982L103
—	Spirit Airlines Inc.	1,801,708	$80.81M	1.1%	$42.33	—	COM	848577102
—	51job Inc.ADR	1,294,439	$78.77M	1.0%	$49.67	—	SP ADR REP COM	316827104
SGMO	Sangamo Therapeutics Inc.	4,698,511	$77.06M	1.0%	$8.38	+77.4%	COM	800677106
CACC	Credit Acceptance Corp.	238,183	$77.05M	1.0%	$138.57	+114.6%	COM	225310101
EEFT	Euronet Worldwide Inc.	874,298	$73.68M	1.0%	$82.32	+12.4%	COM	298736109
TYL	Tyler Technologies Inc.	411,882	$72.92M	1.0%	$78.68	+125.7%	COM	902252105
—	InterXion Holding NV	1,195,723	$70.46M	0.9%	$54.65	—	SHS	N47279109
—	Proofpoint Inc.	774,406	$68.78M	0.9%	$77.64	—	COM	743424103
WBS	Webster Financial Corp.	1,209,873	$67.95M	0.9%	$40.17	+36.3%	COM	947890109
EXAS	Exact Sciences Corp.	1,271,143	$66.79M	0.9%	$10.95	+387.8%	COM	30063P105
MMYT	MakeMyTrip Ltd.	2,172,043	$64.83M	0.9%	$18.34	+50.8%	SHS	V5633W109
—	Monmouth Real Estate Investmen	3,578,516	$63.7M	0.8%	$16.92	—	COM	609720107
—	Zendesk Inc.	1,851,116	$62.64M	0.8%	$22.98	—	COM	98936J101
POOL	Pool Corp.	481,695	$62.45M	0.8%	$68.73	+61.3%	COM	73278L105
PLNT	Planet Fitness Inc.	1,772,573	$61.38M	0.8%	$20.97	+41.1%	COM	72703H101
—	Pinnacle Financial Partners In	904,396	$59.96M	0.8%	$56.60	—	COM	72346Q104
HLNE	Hamilton Lane Inc.	1,677,342	$59.36M	0.8%	$26.11	+18.1%	COM	407497106
EPAM	EPAM Systems Inc.	540,739	$58.09M	0.8%	$37.92	+161.0%	COM	29414B104
HUBS	HubSpot Inc.	646,679	$57.17M	0.8%	$47.62	+76.2%	COM	443573100
—	Seattle Genetics Inc/WA	979,393	$52.4M	0.7%	$33.51	—	COM	812578102
GWRE	Guidewire Software Inc.	689,756	$51.22M	0.7%	$67.58	+14.3%	COM	40171V100
AAON	AAON Inc.	1,381,917	$50.72M	0.7%	$21.94	+1.7%	COM	000360206
PCTY	Paylocity Holding Corp.	1,071,943	$50.55M	0.7%	$35.66	+36.0%	COM	70438V106
BABA	Alibaba Group Holding Ltd.ADR	284,492	$49.05M	0.7%	$144.58	—	SPONSORED ADR	01609W102
IBP	Installed Building Products In	643,115	$48.84M	0.6%	$14.80	+331.2%	COM	45780R101
CTRE	CareTrust REIT Inc.	2,814,430	$47.17M	0.6%	$14.96	—	COM	14174T107
—	Fiesta Restaurant Group Inc.	2,468,568	$46.9M	0.6%	$27.85	—	COM	31660B101
ESPR	Esperion Therapeutics Inc.	693,265	$45.65M	0.6%	$21.42	+151.4%	COM	29664W105
—	South State Corp.	515,269	$44.91M	0.6%	$79.06	—	COM	840441109
NUS	Nu Skin Enterprises Inc.- Cl A	645,089	$44.01M	0.6%	$42.31	+16.7%	CL A	67018T105
—	Ctrip.com International Ltd. -	997,453	$43.99M	0.6%	$46.43	—	AMERICAN DEP SHS	22943F100
—	Chuy's Holdings Inc.	1,483,002	$41.6M	0.6%	$28.83	—	COM	171604101
GLOB	Globant SA	855,291	$39.74M	0.5%	$29.19	+37.7%	COM	L44385109
RPD	Rapid7 Inc.	2,088,008	$38.96M	0.5%	$15.24	+21.6%	COM	753422104
INDB	Independent Bank Corp/Rockland	551,833	$38.55M	0.5%	$34.52	+62.8%	COM	453836108
WCN	Waste Connections, Inc.	519,993	$36.89M	0.5%	$46.90	+40.9%	COM	94106B101
CHEF	Chefs' Warehouse Inc/The	1,789,567	$36.69M	0.5%	$21.57	-7.4%	COM	163086101
LGIH	LGI Homes Inc.	433,799	$32.55M	0.4%	$18.68	+239.9%	COM	50187T106
—	Cyber-Ark Software Ltd/Israel	769,733	$31.86M	0.4%	$46.31	—	SHS	M2682V108
—	Juno Therapeutics Inc.	629,636	$28.78M	0.4%	$29.89	—	COM	48205A109
—	Intra-Cellular Therapies Inc.	1,924,917	$27.87M	0.4%	$18.08	—	COM	46116X101
MELI	MercadoLibre Inc.	87,166	$27.43M	0.4%	$114.43	+136.3%	COM	58733R102
EYE	National Vision Holdings Inc.	614,815	$24.97M	0.3%	$32.93	0.0%	COM	63845R107
—	TrueCar Inc.	2,004,439	$22.45M	0.3%	$16.24	—	COM	89785L107
ABR	Arbor Realty Trust Inc.	2,520,441	$21.78M	0.3%	$7.08	—	COM	038923108
—	Ebix Inc.	270,485	$21.44M	0.3%	$20.82	—	COM	278715206
TSEM	Tower Semiconductor Ltd.	584,787	$19.93M	0.3%	$14.12	+134.9%	SHS NEW	M87915274
SNBR	Sleep Number Corp.	528,385	$19.86M	0.3%	$31.25	+9.0%	COM	83125X103
MGNX	MacroGenics Inc.	1,028,443	$19.54M	0.3%	$19.08	-2.2%	COM	556099109
—	First of Long Island Corp.	669,832	$19.09M	0.3%	$28.68	—	COM	320734106
—	China Biologic Products Holdin	228,373	$17.99M	0.2%	$86.90	—	COM	G21515104
—	China Lodging Group Ltd.ADR	120,376	$17.39M	0.2%	$80.68	—	SPONSORED ADR	16949N109
—	BofI Holding Inc.	567,366	$16.96M	0.2%	$22.31	—	COM	05566U108
—	Flexion Therapeutics Inc.	670,602	$16.79M	0.2%	$16.66	—	COM	33938J106
FN	Fabrinet	572,294	$16.43M	0.2%	$28.65	+15.5%	COM	G3323L100
PB	Prosperity Bancshares Inc.	227,850	$15.96M	0.2%	$45.82	+14.3%	COM	743606105
—	Atlas Financial Holdings Inc.	772,241	$15.87M	0.2%	$16.49	—	COM	G06207115
—	LHC Group Inc.	254,381	$15.58M	0.2%	$37.76	—	COM	50187A107
FRPT	Freshpet Inc.	819,514	$15.53M	0.2%	$8.28	+110.1%	COM	358039105
—	State Bank Financial Corp.	518,583	$15.47M	0.2%	$28.89	—	COM	856190103
HCKT	Hackett Group Inc./The	958,191	$15.05M	0.2%	$15.21	+1.9%	COM	404609109
LAD	Lithia Motors Inc. - Cl A	129,037	$14.66M	0.2%	$111.47	+4.3%	CL A	536797103
NSA	National Storage Affiliates Tr	524,494	$14.3M	0.2%	$27.26	—	COM	637870106
INDA	iShares MSCI India ETF	392,260	$14.15M	0.2%	$28.35	—	MSCI INDIA ETF	46429B598
—	Zagg Inc.	759,055	$14.01M	0.2%	$6.95	—	COM	98884U108
—	ForeScout Technologies, Inc. -	480,800	$13.87M	0.2%	$28.84	—	COM	34553D101
IOSP	Innospec, Inc.	194,997	$13.77M	0.2%	$57.92	+2.8%	COM	45768S105
CYTK	Cytokinetics Inc.	1,679,778	$13.69M	0.2%	$9.71	+16.9%	COM	23282W605
—	MFA Financial Inc.	1,672,262	$13.24M	0.2%	$8.27	—	COM	55272X102
INN	Summit Hotel Properties Inc.	866,239	$13.19M	0.2%	$12.41	—	COM	866082100
PFE	Pfizer Inc.	362,244	$13.12M	0.2%	$19.15	+24.3%	COM	717081103
—	ChemoCentryx Inc.	2,181,888	$12.98M	0.2%	$10.53	—	COM	16383L106
SGC	Superior Uniform Group Inc.	465,807	$12.44M	0.2%	$17.80	+37.8%	COM	868358102
HDB	HDFC Bank Ltd. ADR	120,231	$12.22M	0.2%	$38.12	—	ADR REPS 3 SHS	40415F101
EWT	iShares MSCI Taiwan ETF	332,495	$12.04M	0.2%	$29.99	—	MSCI TAIWAN ETF	46434G772
SBRA	Sabra Health Care REIT, Inc.	625,926	$11.75M	0.2%	$21.70	—	COM	78573L106
CSCO	Cisco Systems Inc.	302,985	$11.6M	0.2%	$16.31	+71.5%	COM	17275R102
EXC	Exelon Corp.	290,340	$11.44M	0.2%	$17.67	+22.6%	COM	30161N101
WFC	Wells Fargo & Co.	185,010	$11.22M	0.1%	$37.27	+21.0%	COM	949746101
CVS	CVS Health Corp.	152,422	$11.05M	0.1%	$61.82	-9.0%	COM	126650100
—	Inovio Pharmaceuticals Inc.	2,664,488	$11M	0.1%	$8.70	—	COM	45773H201
—	USA Technologies Inc.	1,121,175	$10.93M	0.1%	$2.96	—	COM	90328S500
C	Citigroup Inc.	142,549	$10.61M	0.1%	$36.24	+55.8%	COM	172967424
ORCL	Oracle Corp.	220,792	$10.44M	0.1%	$35.06	+24.1%	COM	68389X105
DORM	Dorman Products Inc.	167,560	$10.24M	0.1%	$57.38	+18.2%	COM	258278100
—	Cavium Networks Inc.	120,034	$10.06M	0.1%	$55.44	—	COM	14964U108
—	J. Jill Inc.	1,258,146	$9.814M	0.1%	$7.80	—	COM	46620W102
BAP	Credicorp Ltd.	46,483	$9.642M	0.1%	$123.86	+36.5%	COM	G2519Y108
—	Earthstone Energy Inc.	898,260	$9.549M	0.1%	$12.51	—	COM	27032D304
KRNT	Kornit Digital Ltd.	559,822	$9.041M	0.1%	$19.11	-17.5%	SHS	M6372Q113
TCX	Tucows Inc.	129,056	$9.04M	0.1%	$23.70	+156.3%	COM	898697206
—	Gran Tierra Energy Inc.	3,290,293	$8.884M	0.1%	$4.42	—	COM	38500T101
GGAL	Grupo Financiero Galicia SAADR	132,895	$8.751M	0.1%	$30.69	—	SP ADR 10 SH B	399909100
TGS	Transportadora de Gas del Sur	387,594	$8.616M	0.1%	$14.85	—	SPON ADR B	893870204
—	Stamps.com Inc.	44,887	$8.439M	0.1%	$96.14	—	COM	852857200
EPR	EPR Properties	128,013	$8.38M	0.1%	$58.81	—	COM	26884U109
—	Royal Dutch Shell PLCADR	119,180	$7.95M	0.1%	$57.48	—	SPONS ADR A	780259206
—	Oxford Immunotec Global PLC	565,932	$7.906M	0.1%	$14.43	—	COM	G6855A103
SU	Suncor Energy Inc.	213,304	$7.833M	0.1%	$23.50	+9.0%	COM	867224107
ING	ING Groep NV ADR	420,039	$7.754M	0.1%	$16.74	—	SPONSORED ADR	456837103
ATRC	Atricure Inc.	422,004	$7.697M	0.1%	$9.87	+100.6%	COM	04963C209
MCB	Metropolitan Bank Holding Corp	181,022	$7.621M	0.1%	$42.65	0.0%	COM	591774104
OIS	Oil States International Inc.	268,136	$7.588M	0.1%	$24.24	0.0%	COM	678026105
—	NV5 Global Inc.	139,486	$7.553M	0.1%	$29.56	—	COM	62945V109
—	PetIQ Inc.	344,547	$7.525M	0.1%	$25.90	—	COM	71639T106
NYT	New York Times Co/The	400,935	$7.417M	0.1%	$14.68	+17.8%	COM	650111107
—	People's Utah BanCorp.	235,243	$7.128M	0.1%	$17.56	—	COM	712706209
SUPV	Grupo Supervielle SAADR	242,122	$7.099M	0.1%	$18.58	—	SPONSORED ADR	40054A108
WMT	Wal-Mart Stores Inc.	71,599	$7.07M	0.1%	$19.85	+35.1%	COM	931142103
TREE	LendingTree Inc.	20,493	$6.977M	0.1%	$91.88	—	COM	52603B107
—	Everbridge Inc.	232,465	$6.909M	0.1%	$25.03	—	COM	29978A104
TPICQ	TPI Composites Inc.	333,981	$6.833M	0.1%	$17.90	+17.0%	COM	87266J104
COST	Costco Wholesale Corp.	36,075	$6.714M	0.1%	$133.31	+15.9%	COM	22160K105
—	Instructure Inc.	198,389	$6.567M	0.1%	$20.47	—	COM	45781U103
AAPL	Apple Inc.	38,207	$6.466M	0.1%	$21.38	+82.8%	COM	037833100
TBRG	Computer Programs & Systems In	200,000	$6.01M	0.1%	$29.46	-3.2%	COM	205306103
—	Tabula Rasa HealthCare Inc.	199,448	$5.595M	0.1%	$27.06	—	COM	873379101
—	Switch Inc.	307,365	$5.591M	0.1%	$18.19	—	COM	87105L104
NSSC	Napco Security Technologies In	604,569	$5.29M	0.1%	$3.71	+24.3%	COM	630402105
—	SodaStream International Ltd.	75,000	$5.276M	0.1%	$52.35	—	USD SHS	M9068E105
ETN	Eaton Corp.	66,312	$5.239M	0.1%	$58.38	+13.5%	COM	G29183103
—	Zoe's Kitchen Inc.	304,669	$5.094M	0.1%	$21.31	—	COM	98979J109
NVEC	NVE Corp.	58,503	$5.031M	0.1%	$57.76	+45.5%	COM	629445206
OMCL	Omnicell Inc.	100,542	$4.876M	0.1%	$31.80	+58.7%	COM	68213N109
MDT	Medtronic PLC	58,631	$4.734M	0.1%	$53.02	+22.5%	COM	G5960L103
UPLD	Upland Software Inc.	217,813	$4.718M	0.1%	$21.07	+4.2%	COM	91544A109
DKL	Delek Logistics Partners LP	145,968	$4.627M	0.1%	$34.35	—	COM	24664T103
PATK	Patrick Industries Inc.	66,270	$4.602M	0.1%	$26.51	+37.5%	COM	703343103
FIVN	Five9 Inc.	176,414	$4.389M	0.1%	$20.72	+19.0%	COM	338307101
—	Luther Burbank Corp.	339,764	$4.091M	0.1%	$12.04	—	COM	550550107
SLB	Schlumberger Ltd.	60,027	$4.045M	0.1%	$61.14	-16.2%	COM	806857108
ESQ	Esquire Financial Holdings Inc	204,292	$4.043M	0.1%	$14.50	+16.3%	COM	29667J101
AXS	Axis Capital Holdings Ltd.	78,802	$3.961M	0.1%	$44.14	-4.3%	COM	G0692U109
KR	Kroger Co/The	142,869	$3.922M	0.1%	$23.64	-17.1%	COM	501044101
AMGN	Amgen Inc.	22,540	$3.92M	0.1%	$117.90	+17.2%	COM	031162100
STLD	Steel Dynamics Inc.	87,891	$3.791M	0.1%	$16.00	+102.9%	COM	858119100
JNJ	Johnson & Johnson	26,368	$3.684M	0.0%	$68.68	+61.6%	COM	478160104
MLAB	Mesa Laboratories, Inc.	29,132	$3.621M	0.0%	$76.54	+76.8%	COM	59064R109
—	MCBC Holdings Inc.	161,915	$3.598M	0.0%	$13.25	—	COM	55276F107
—	The Blackstone Group LP	109,112	$3.494M	0.0%	$30.16	—	COM	09253U108
KINS	Kingstone Cos Inc.	183,621	$3.452M	0.0%	$6.16	+146.3%	COM	496719105
—	Reis Inc.	166,241	$3.433M	0.0%	$23.57	—	COM	75936P105
—	Heritage-Crystal Clean Inc.	153,192	$3.332M	0.0%	$13.59	—	COM	42726M106
NVS	Novartis AG ADR	39,675	$3.331M	0.0%	$70.71	—	SPONSORED ADR	66987V109
CUBI	Customers Bancorp Inc.	128,119	$3.33M	0.0%	$17.71	+60.3%	COM	23204G100
—	Red Lion Hotels Corp	333,122	$3.281M	0.0%	$8.52	—	COM	756764106
—	Entegra Financial Corp.	110,224	$3.224M	0.0%	$29.25	—	COM	29363J108
WNC	Wabash National Corporation	148,288	$3.218M	0.0%	$17.53	0.0%	COM	929566107
DHIL	Diamond Hill Investment Group	15,292	$3.16M	0.0%	$47.36	+164.3%	COM	25264R207
—	Ferro Corp.	133,648	$3.153M	0.0%	$15.25	—	COM	315405100
—	Allergan PLC	19,231	$3.146M	0.0%	$210.01	—	COM	G0177J108
BWFG	Bankwell Financial Group Inc.	91,189	$3.131M	0.0%	$19.46	+48.4%	COM	06654A103
KIDS	OrthoPediatrics Corp.	161,149	$3.092M	0.0%	$19.13	0.0%	COM	68752L100
JBTM	John Bean Technologies Corp.	27,892	$3.09M	0.0%	$40.27	+163.1%	COM	477839104
OOMA	Ooma Inc.	255,675	$3.055M	0.0%	$8.48	+25.4%	COM	683416101
GSM	Ferroglobe PLC	185,945	$3.012M	0.0%	$10.13	+47.1%	SHS	G33856108
PRLB	Proto Labs Inc.	29,009	$2.988M	0.0%	$57.79	+55.3%	COM	743713109
PAM	Pampa Energia SAADR	43,929	$2.956M	0.0%	$54.22	—	SPONS ADR LVL I	697660207
—	Blue Hills Bancorp Inc.	145,000	$2.915M	0.0%	$16.35	—	COM	095573101
CMCSA	Comcast Corp. Cl A	72,500	$2.904M	0.0%	$25.31	+21.2%	CL A	20030N101
SFBC	Sound Financial Bancorp Inc.	81,257	$2.787M	0.0%	$22.78	+25.5%	COM	83607A100
—	Extended Stay America Inc.	144,613	$2.748M	0.0%	$16.21	—	COM	30224P200
NRC	National Research Corp. - Cl A	73,216	$2.731M	0.0%	$18.16	+95.5%	CL A	637372202
ISTR	Investar Holding Corp.	113,208	$2.728M	0.0%	$16.90	+40.4%	COM	46134L105
TCMD	Tactile Systems Technology Inc	93,349	$2.705M	0.0%	$18.81	+54.3%	COM	87357P100
SMBK	SmartFinancial Inc.	124,330	$2.698M	0.0%	$21.84	+5.4%	COM	83190L208
—	Beneficial Bancorp Inc.	162,243	$2.669M	0.0%	$14.57	—	COM	08171T102
ROKU	Roku Inc.	50,000	$2.589M	0.0%	$34.44	0.0%	COM	77543R102
PDFS	PDF Solutions Inc.	164,677	$2.585M	0.0%	$17.18	-6.5%	COM	693282105
—	Abraxas Petroleum Corp.	1,050,293	$2.584M	0.0%	$2.20	—	COM	003830106
—	BG Staffing Inc.	161,390	$2.573M	0.0%	$16.85	—	COM	05544A109
—	Anadarko Petroleum Corp.	47,896	$2.569M	0.0%	$63.36	—	COM	032511107
DIS	The Walt Disney Co.	23,483	$2.525M	0.0%	$98.63	-1.4%	COM	254687106
—	Horizon Global Corp.	177,212	$2.485M	0.0%	$12.30	—	COM	44052W104
QLYS	Qualys Inc.	41,127	$2.441M	0.0%	$42.34	+32.8%	COM	74758T303
IPGP	IPG Photonics Corp.	11,327	$2.425M	0.0%	$64.06	+231.3%	COM	44980X109
—	Selecta Biosciences Inc.	246,618	$2.419M	0.0%	$13.06	—	COM	816212104
—	Cornerstone OnDemand Inc.	65,988	$2.331M	0.0%	$37.60	—	COM	21925Y103
—	CBTX Inc.	76,947	$2.282M	0.0%	$29.66	—	COM	12481V104
—	Ellie Mae, Inc.	25,384	$2.269M	0.0%	$23.63	—	COM	28849P100
PYPL	PayPal Holdings Inc.	30,000	$2.209M	0.0%	$41.07	+75.7%	COM	70450Y103
—	ORBCOMM Inc.	216,222	$2.201M	0.0%	$6.89	—	COM	68555P100
RLGT	Radiant Logistics Inc.	456,725	$2.101M	0.0%	$4.15	+16.9%	COM	75025X100
DLTH	Duluth Holdings Inc.	116,265	$2.075M	0.0%	$17.37	+6.5%	COM	26443V101
GM	General Motors Co.	50,517	$2.071M	0.0%	$25.78	+46.9%	COM	37045V100
MOS	Mosaic Co/The	79,995	$2.053M	0.0%	$38.47	-47.5%	COM	61945C103
QCOM	Qualcomm Inc.	31,425	$2.012M	0.0%	$47.49	+3.2%	COM	747525103
AMZN	Amazon.com Inc.	1,692	$1.979M	0.0%	$40.72	+35.1%	COM	023135106
—	ENSCO PLC	330,558	$1.954M	0.0%	$5.91	—	COM	G3157S106
VEEV	Veeva Systems Inc.	34,615	$1.914M	0.0%	$58.88	0.0%	COM	922475108
BAND	Bandwidth Inc.	82,736	$1.913M	0.0%	$21.50	0.0%	COM	05988J103
GIS	General Mills Inc.	31,960	$1.895M	0.0%	$40.54	0.0%	COM	370334104
—	Walgreens Boots Alliance, Inc.	26,029	$1.89M	0.0%	$82.19	—	COM	931427108
TTWO	Take-Two Interactive Software	17,079	$1.875M	0.0%	$27.96	+290.6%	COM	874054109
MA	Mastercard Inc.	12,285	$1.859M	0.0%	$76.28	+86.4%	COM	57636Q104
—	Laboratory Corporation of Amer	11,510	$1.836M	0.0%	$159.51	—	COM	50540R409
V	Visa Inc.	15,725	$1.793M	0.0%	$61.54	+69.6%	COM	92826C839
EA	Electronic Arts Inc.	17,000	$1.786M	0.0%	$94.69	+14.1%	COM	285512109
—	Magellan Midstream Partners LP	24,771	$1.757M	0.0%	$75.03	—	COM	559080106
T	AT&T Inc.	45,000	$1.75M	0.0%	$15.25	0.0%	COM	00206R102
POWI	Power Integrations Inc.	23,330	$1.716M	0.0%	$19.89	+76.9%	COM	739276103
PANW	Palo Alto Networks Inc.	11,583	$1.679M	0.0%	$22.36	+8.8%	COM	697435105
M	Macy's Inc.	65,007	$1.638M	0.0%	$40.85	-46.3%	COM	55616P104
VZ	Verizon Communications Inc.	30,812	$1.631M	0.0%	$26.91	+18.7%	COM	92343V104
—	Entellus Medical Inc.	65,482	$1.597M	0.0%	$19.78	—	COM	29363K105
—	CBS Corp-Class B	26,860	$1.585M	0.0%	$54.52	—	CL B	124857202
KCLI	Kansas City Life Insurance Co.	33,202	$1.502M	0.0%	$35.66	+9.5%	COM	484836200
HD	Home Depot Inc.	7,700	$1.459M	0.0%	$109.35	+29.6%	COM	437076102
—	Nautilus Inc.	109,089	$1.456M	0.0%	$17.19	—	COM	63910B102
—	Bank of the Ozarks	29,909	$1.449M	0.0%	$41.01	—	COM	063904106
LAB	Fluidigm Corp.	221,531	$1.305M	0.0%	$20.57	-73.4%	COM	34385P108
EMR	Emerson Electric Co.	18,023	$1.256M	0.0%	$37.33	+42.7%	COM	291011104
MCHP	Microchip Technology Inc.	14,100	$1.239M	0.0%	$22.37	+73.9%	COM	595017104
TTEK	Tetra Tech Inc.	22,194	$1.069M	0.0%	$5.31	+82.7%	COM	88162G103
ARCC	Ares Capital Corp.	67,606	$1.063M	0.0%	$5.87	+27.5%	COM	04010L103
SMIN	iShares MSCI India Small-Cap E	20,130	$1.058M	0.0%	$44.41	—	MSCI INDIA SM CP	46429B614
AKAM	Akamai Technologies	16,000	$1.041M	0.0%	$52.62	+5.2%	COM	00971T101
—	KKR & Co LP	47,894	$1.009M	0.0%	$22.78	—	COM	48248M102
—	Habit Restaurants Inc/The	102,762	$981K	0.0%	$17.29	—	COM	40449J103
HDSN	Hudson Technologies Inc.	156,216	$948K	0.0%	$2.65	+129.4%	COM	444144109
FDX	FedEx Corp	3,800	$948K	0.0%	$132.65	+50.1%	COM	31428X106
CTSH	Cognizant Technology Solutions	13,250	$941K	0.0%	$38.71	+68.3%	COM	192446102
ZUMZ	Zumiez Inc.	44,947	$936K	0.0%	$29.26	-34.6%	COM	989817101
—	Dr. Pepper Snapple Group, Inc.	9,592	$931K	0.0%	$95.14	—	COM	26138E109
AMP	Ameriprise Financial Inc.	5,464	$926K	0.0%	$117.88	+16.1%	COM	03076C106
STWD	Starwood Property Trust Inc.	42,500	$907K	0.0%	$23.29	—	COM	85571B105
—	Great Ajax Corp.	61,400	$849K	0.0%	$14.29	—	COM	38983D300
TAYD	Taylor Devices Inc.	60,456	$816K	0.0%	$15.90	-19.7%	COM	877163105
—	Flotek Industries Inc.	174,324	$812K	0.0%	$6.46	—	COM	343389102
—	Discover Financial Services	10,289	$791K	0.0%	$57.84	—	COM	254709108
IWM	iShares Russell 2000 Index Fun	5,087	$776K	0.0%	$152.55	—	RUSSELL 2000 ETF	464287655
UNH	UnitedHealth Group Inc.	3,390	$747K	0.0%	$180.18	+3.3%	COM	91324P102
HLF	Herbalife Ltd.	10,800	$731K	0.0%	$23.91	+46.5%	COM	G4412G101
—	Alcentra Capital Corp.	85,813	$720K	0.0%	$9.49	—	COM	01374T102
GKOS	Glaukos Corp.	25,771	$661K	0.0%	$29.76	0.0%	COM	377322102
TNDM	Tandem Diabetes Care Inc.	278,567	$657K	0.0%	$6.33	-50.4%	COM	875372203
—	Colony NorthStar, Inc.	56,410	$644K	0.0%	$12.55	—	COM	19625W104
SPG	Simon Property Group Inc.	3,685	$633K	0.0%	$102.55	+2.1%	COM	828806109
TSCO	Tractor Supply Company	8,400	$628K	0.0%	$12.67	-10.5%	COM	892356106
ROST	Ross Stores Inc.	7,605	$610K	0.0%	$59.84	+7.8%	COM	778296103
ENPH	Enphase Energy Inc.	250,000	$603K	0.0%	$1.06	+96.7%	COM	29355A107
—	Obalon Therapeutics Inc.	88,641	$586K	0.0%	$8.95	—	COM	67424L100
MCK	McKesson Corp.	3,347	$522K	0.0%	$145.57	-4.6%	COM	58155Q103
MSM	MSC Industrial Direct Co.- A	5,130	$496K	0.0%	$73.83	+13.2%	CL A	553530106
GWW	WW Grainger Inc.	2,099	$496K	0.0%	$195.07	-5.4%	COM	384802104
BXMT	Blackstone Mortgage Trust Inc.	15,250	$491K	0.0%	$28.03	—	COM	09257W100
DNLI	Denali Therapeutics Inc.	31,131	$487K	0.0%	$17.97	0.0%	COM	24823R105
—	Triangle Capital Corp.	50,621	$480K	0.0%	$13.22	—	COM	895848109
—	OurPet's Co.	339,710	$479K	0.0%	$1.58	—	COM	689890101
SNA	Snap-on Inc.	2,700	$471K	0.0%	$126.00	+4.4%	COM	833034101
—	Golar LNG Partners LP	19,800	$451K	0.0%	$23.43	—	COM	Y2745C102
AXP	American Express Company	4,400	$437K	0.0%	$69.17	+23.2%	COM	025816109
—	Resource Capital Corp.	41,092	$385K	0.0%	$12.21	—	COM	76120W708
TSM	Taiwan Semiconductor Manufactu	7,215	$286K	0.0%	$39.64	—	SPONSORED ADR	874039100
MFIN	Medallion Financial Corp.	80,413	$286K	0.0%	$7.16	-68.2%	COM	583928106
SLRC	Solar Capital Ltd.	14,108	$285K	0.0%	$7.10	+36.7%	COM	83413U100
—	General Electric Co.	13,854	$242K	0.0%	$25.94	—	COM	369604103
—	Ellington Financial LLC	15,300	$222K	0.0%	$14.51	—	COM	288522303
—	Core Laboratories NV	1,898	$208K	0.0%	$133.35	—	COM	N22717107
—	Argos Therapeutics Inc.	643,265	$96,000	0.0%	$0.18	—	COM	040221103