Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LVS	LAS VEGAS SANDS CORP	2,000,000	$144M	10.3%	$46.10	+35.4%	COM	517834107
MLCO	MELCO RESORT ENTERTAINMENT L	4,000,000	$116M	8.3%	$18.54	—	ADR	585464100
MGM	MGM RESORTS INTERNATIONAL	3,272,354	$115M	8.2%	$27.10	+24.3%	COM	552953101
BURL	BURLINGTON STORES INC	142,996	$19.04M	1.4%	$83.44	+48.1%	COM	122017106
—	ABIOMED INC	59,333	$17.27M	1.2%	$115.56	—	COM	003654100
—	EVERBRIDGE INC	376,086	$13.77M	1.0%	$20.27	—	COM	29978A104
KNX	KNIGHT SWIFT TRANSN HLDGS IN	247,122	$11.37M	0.8%	$36.19	+21.4%	CL A	499049104
WAL	WESTERN ALLIANCE BANCORP	193,359	$11.24M	0.8%	$45.97	+11.8%	COM	957638109
ODFL	OLD DOMINION FGHT LINES INC	75,210	$11.05M	0.8%	$19.84	+130.6%	COM	679580100
PGR	PROGRESSIVE CORP OHIO	180,693	$11.01M	0.8%	$28.88	+54.9%	COM	743315103
—	SYNOVUS FINL CORP	217,008	$10.84M	0.8%	$43.76	—	COM NEW	87161C501
CALY	CALLAWAY GOLF CO	644,548	$10.54M	0.8%	$12.27	+23.4%	COM	131193104
MTDR	MATADOR RES CO	350,612	$10.49M	0.7%	$23.34	+30.0%	COM	576485205
—	FLIR SYS INC	206,308	$10.32M	0.7%	$39.13	—	COM	302445101
—	SAGE THERAPEUTICS INC	61,946	$9.978M	0.7%	$89.13	—	COM	78667J108
—	MINDBODY INC	250,593	$9.748M	0.7%	$22.69	—	COM CL A	60255W105
—	MICROCHIP TECHNOLOGY INC	8,200,000	$9.694M	0.7%	$1.18	—	NOTE 1.625% 2/1	595017AF1
—	BEACON ROOFING SUPPLY INC	180,857	$9.598M	0.7%	$63.76	—	COM	073685109
PWR	QUANTA SVCS INC	275,748	$9.472M	0.7%	$26.63	+33.6%	COM	74762E102
VC	VISTEON CORP	84,298	$9.293M	0.7%	$78.53	+58.5%	COM NEW	92839U206
—	PROOFPOINT INC	6,075,000	$8.867M	0.6%	$1.10	—	DBCV 0.750% 6/1	743424AD5
RPD	RAPID7 INC	341,115	$8.722M	0.6%	$24.16	0.0%	COM	753422104
MC	MOELIS & CO	169,676	$8.628M	0.6%	$17.85	+62.2%	CL A	60786M105
—	GREENBRIER COS INC	7,400,000	$8.455M	0.6%	$1.14	—	NOTE 2.875% 2/0	393657AK7
—	CYPRESS SEMICONDUCTOR CORP	5,875,000	$8.197M	0.6%	$1.31	—	NOTE 4.500% 1/1	232806AM1
—	DYCOM INDS INC	6,470,000	$8.189M	0.6%	$1.09	—	NOTE 0.750% 9/1	267475AB7
LOPE	GRAND CANYON ED INC	76,618	$8.039M	0.6%	$90.48	+6.8%	COM	38526M106
AMP	AMERIPRISE FINL INC	53,640	$7.936M	0.6%	$122.29	+14.4%	COM	03076C106
TRMB	TRIMBLE INC	216,287	$7.76M	0.6%	$24.69	+63.2%	COM	896239100
MTG	MGIC INVT CORP WIS	595,716	$7.744M	0.6%	$11.95	+18.5%	COM	552848103
—	BIOMARIN PHARMACEUTICAL INC	7,010,000	$7.72M	0.6%	$1.18	—	NOTE 1.500%10/1	09061GAF8
NOMD	NOMAD FOODS LTD	486,633	$7.66M	0.5%	$13.97	+18.3%	USD ORD SHS	G6564A105
ILMN	ILLUMINA INC	31,771	$7.511M	0.5%	$229.19	0.0%	COM	452327109
—	HORIZON PHARMA INVT LTD	8,135,000	$7.46M	0.5%	$0.88	—	NOTE 2.500% 3/1	44052TAB7
—	SPLUNK INC	73,679	$7.249M	0.5%	$98.39	—	COM	848637104
—	COUPA SOFTWARE INC	157,802	$7.199M	0.5%	$45.62	—	COM	22266L106
—	YAHOO INC	5,120,000	$7.155M	0.5%	$1.02	—	NOTE 12/0	984332AF3
—	CTRIP COM INTL LTD	6,600,000	$7.106M	0.5%	$1.05	—	NOTE 1.000% 7/0	22943FAF7
NYT	NEW YORK TIMES CO	289,649	$6.981M	0.5%	$21.44	0.0%	CL A	650111107
EW	EDWARDS LIFESCIENCES CORP	49,385	$6.89M	0.5%	$36.51	+19.0%	COM	28176E108
—	LUMENTUM HLDGS INC	5,410,000	$6.842M	0.5%	$1.26	—	NOTE 0.250% 3/1	55024UAB5
—	CEMEX SAB DE CV	6,600,000	$6.793M	0.5%	$1.04	—	NOTE 3.720% 3/1	151290BT9
EXTR	EXTREME NETWORKS INC	611,721	$6.772M	0.5%	$9.46	+33.5%	COM	30226D106
PVH	PVH CORP	44,456	$6.732M	0.5%	$121.79	+18.4%	COM	693656100
—	GOLAR LNG LTD	6,550,000	$6.676M	0.5%	$1.02	—	NOTE 2.750% 2/1	38046YAB7
—	APTIV PLC	77,670	$6.6M	0.5%	$84.87	—	SHS	G6095L109
STKL	SUNOPTA INC	925,087	$6.568M	0.5%	$8.29	-10.4%	COM	8676EP108
—	INTEGRATED DEVICE TECHNOLOGY	5,825,000	$6.562M	0.5%	$1.04	—	NOTE 0.875%11/1	458118AC0
—	ILLUMINA INC	5,350,000	$6.523M	0.5%	$1.18	—	NOTE 0.500% 6/1	452327AH2
—	BERRY GLOBAL GROUP INC	117,366	$6.433M	0.5%	$38.13	—	COM	08579W103
—	MANTECH INTL CORP	114,432	$6.348M	0.5%	$52.06	—	CL A	564563104
—	ZILLOW GROUP INC	5,225,000	$6.315M	0.5%	$1.09	—	NOTE 2.000%12/0	98954MAB7
—	CROWN CASTLE INTL CORP NEW	5,615	$6.25M	0.4%	$1078.53	—	6.875% CON PFD A	22822V309
MPWR	MONOLITHIC PWR SYS INC	53,958	$6.247M	0.4%	$82.96	+33.8%	COM	609839105
—	BOINGO WIRELESS INC	251,458	$6.229M	0.4%	$19.20	—	COM	09739C102
A	AGILENT TECHNOLOGIES INC	93,006	$6.222M	0.4%	$45.09	+46.7%	COM	00846U101
—	PDC ENERGY INC	6,345,000	$6.161M	0.4%	$1.04	—	NOTE 1.125% 9/1	69327RAD3
ALGN	ALIGN TECHNOLOGY INC	24,026	$6.034M	0.4%	$137.15	+87.2%	COM	016255101
—	EVERBRIDGE INC	4,750,000	$5.949M	0.4%	$1.11	—	NOTE 1.500%11/0	29978AAA2
—	CENTENNIAL RESOURCE DEV INC	323,120	$5.929M	0.4%	$19.42	—	CL A	15136A102
TDOC	TELADOC INC	144,500	$5.823M	0.4%	$20.80	+81.4%	COM	87918A105
CE	CELANESE CORP DEL	57,491	$5.761M	0.4%	$64.53	+40.4%	COM SER A	150870103
BL	BLACKLINE INC	146,720	$5.753M	0.4%	$37.36	0.0%	COM	09239B109
—	REPLIGEN CORP	4,420,000	$5.733M	0.4%	$1.15	—	NOTE 2.125% 6/0	759916AA7
—	ON ASSIGNMENT INC	69,482	$5.689M	0.4%	$64.49	—	COM	682159108
—	EXACT SCIENCES CORP	6,400,000	$5.686M	0.4%	$0.89	—	DBCV 1.000% 1/1	30063PAA3
—	WORLDPAY INC	68,518	$5.635M	0.4%	$82.24	—	CL A	981558109
—	FERRO CORP	240,487	$5.584M	0.4%	$14.34	—	COM	315405100
HQY	HEALTHEQUITY INC	91,247	$5.524M	0.4%	$30.79	+75.8%	COM	42226A107
—	AIR TRANSPORT SERVICES GRP I	236,770	$5.521M	0.4%	$22.84	—	COM	00922R105
—	BLUEBIRD BIO INC	32,076	$5.477M	0.4%	$95.17	—	COM	09609G100
—	ARENA PHARMACEUTICALS INC	138,378	$5.466M	0.4%	$39.50	—	COM NEW	040047607
NTNX	NUTANIX INC	109,738	$5.389M	0.4%	$27.75	+42.9%	CL A	67059N108
WEN	WENDYS CO	305,701	$5.365M	0.4%	$12.59	+31.8%	COM	95058W100
VRTX	VERTEX PHARMACEUTICALS INC	32,709	$5.331M	0.4%	$111.47	+46.5%	COM	92532F100
—	ATLAS AIR WORLDWIDE HLDGS IN	4,450,000	$5.297M	0.4%	$1.19	—	NOTE 1.875% 6/0	049164BJ4
—	WELLCARE HEALTH PLANS INC	27,271	$5.28M	0.4%	$147.30	—	COM	94946T106
—	QUIDEL CORP	100,750	$5.22M	0.4%	$43.86	—	COM	74838J101
LYV	LIVE NATION ENTERTAINMENT IN	123,504	$5.204M	0.4%	$26.42	+67.9%	COM	538034109
—	MODEL N INC	287,383	$5.187M	0.4%	$17.10	—	COM	607525102
—	TUTOR PERINI CORP	4,900,000	$5.163M	0.4%	$1.16	—	NOTE 2.875% 6/1	901109AD0
GWRE	GUIDEWIRE SOFTWARE INC	62,889	$5.083M	0.4%	$63.63	+26.5%	COM	40171V100
JBHT	HUNT J B TRANS SVCS INC	42,633	$4.994M	0.4%	$89.17	+24.8%	COM	445658107
ESPR	ESPERION THERAPEUTICS INC NE	68,748	$4.973M	0.4%	$73.43	0.0%	COM	29664W105
—	AT HOME GROUP INC	154,871	$4.962M	0.4%	$32.04	—	COM	04650Y100
—	TIFFANY & CO NEW	50,783	$4.959M	0.4%	$97.19	—	COM	886547108
URI	UNITED RENTALS INC	28,598	$4.94M	0.4%	$127.88	+34.5%	COM	911363109
COLL	COLLEGIUM PHARMACEUTICAL INC	190,435	$4.866M	0.3%	$14.32	+66.4%	COM	19459J104
CBOE	CBOE GLOBAL MARKETS INC	41,999	$4.792M	0.3%	$68.32	+60.6%	COM	12503M108
—	ASPEN TECHNOLOGY INC	59,651	$4.706M	0.3%	$38.55	—	COM	045327103
DLB	DOLBY LABORATORIES INC	73,385	$4.664M	0.3%	$57.61	0.0%	COM	25659T107
BAH	BOOZ ALLEN HAMILTON HLDG COR	119,265	$4.618M	0.3%	$32.69	+2.7%	CL A	099502106
—	BLACK KNIGHT INC	97,956	$4.614M	0.3%	$44.32	—	COM	09215C105
HGV	HILTON GRAND VACATIONS INC	107,108	$4.608M	0.3%	$35.03	+25.1%	COM	43283X105
NTB	BANK OF NT BUTTERFIELD&SON L	102,670	$4.608M	0.3%	$24.52	+19.8%	SHS NEW	G0772R208
SHOO	MADDEN STEVEN LTD	104,616	$4.593M	0.3%	$22.66	+15.2%	COM	556269108
MSFT	MICROSOFT CORP	50,305	$4.591M	0.3%	$57.92	+45.6%	COM	594918104
SKYW	SKYWEST INC	84,030	$4.571M	0.3%	$38.20	+44.7%	COM	830879102
—	SUMMIT MATLS INC	148,397	$4.493M	0.3%	$27.57	—	CL A	86614U100
BAC	BANK AMER CORP	149,493	$4.483M	0.3%	$22.93	+13.6%	COM	060505104
—	EURONET WORLDWIDE INC	3,795,000	$4.475M	0.3%	$1.20	—	NOTE 1.500%10/0	298736AH2
VEEV	VEEVA SYS INC	61,193	$4.468M	0.3%	$40.84	+58.3%	CL A COM	922475108
ON	ON SEMICONDUCTOR CORP	182,247	$4.458M	0.3%	$20.40	+18.2%	COM	682189105
—	IMMUNOMEDICS INC	303,301	$4.431M	0.3%	$13.98	—	COM	452907108
—	GMS INC	141,315	$4.319M	0.3%	$37.64	—	COM	36251C103
HUBS	HUBSPOT INC	39,668	$4.296M	0.3%	$68.59	+52.0%	COM	443573100
APD	AIR PRODS & CHEMS INC	26,826	$4.266M	0.3%	$131.39	+3.3%	COM	009158106
EXAS	EXACT SCIENCES CORP	104,723	$4.223M	0.3%	$27.78	+75.6%	COM	30063P105
COLM	COLUMBIA SPORTSWEAR CO	55,182	$4.218M	0.3%	$68.27	0.0%	COM	198516106
—	CRANE CO	45,340	$4.205M	0.3%	$78.00	—	COM	224399105
GPK	GRAPHIC PACKAGING HLDG CO	273,934	$4.205M	0.3%	$15.12	+3.2%	COM	388689101
GDDY	GODADDY INC	67,796	$4.164M	0.3%	$49.55	+14.1%	CL A	380237107
—	CAESARS ENTMT CORP	2,350,000	$4.096M	0.3%	$1.84	—	NOTE 5.000%10/0	127686AA1
—	HANNON ARMSTRONG SUST INFR C	4,255,000	$4.066M	0.3%	$1.02	—	NOTE 4.125% 9/0	41068XAB6
FANG	DIAMONDBACK ENERGY INC	32,121	$4.064M	0.3%	$83.84	+16.2%	COM	25278X109
—	LAM RESEARCH CORP	19,959	$4.055M	0.3%	$184.06	—	COM	512807108
—	PROOFPOINT INC	34,764	$3.951M	0.3%	$58.13	—	COM	743424103
—	WEATHERFORD INTL LTD	4,400,000	$3.944M	0.3%	$1.12	—	NOTE 5.875% 7/0	947075AH0
—	ALTRA INDL MOTION CORP	85,456	$3.927M	0.3%	$45.95	—	COM	02208R106
CPS	COOPER STD HLDGS INC	31,567	$3.877M	0.3%	$122.96	0.0%	COM	21676P103
—	LIONS GATE ENTMNT CORP	160,939	$3.875M	0.3%	$31.16	—	CL B NON VTG	535919500
XYL	XYLEM INC	50,344	$3.872M	0.3%	$54.07	+24.5%	COM	98419M100
—	QUIDEL CORP	2,200,000	$3.805M	0.3%	$1.51	—	NOTE 3.250%12/1	74838JAA9
HUN	HUNTSMAN CORP	129,872	$3.799M	0.3%	$30.63	+6.9%	COM	447011107
—	LOGMEIN INC	32,778	$3.787M	0.3%	$104.86	—	COM	54142L109
CRSP	CRISPR THERAPEUTICS AG	80,490	$3.679M	0.3%	$41.27	0.0%	NAMEN AKT	H17182108
—	GUIDEWIRE SOFTWARE INC	3,750,000	$3.666M	0.3%	$0.98	—	NOTE 1.250% 3/1	40171VAA8
—	CHENIERE ENERGY INC	4,705,000	$3.652M	0.3%	$0.77	—	NOTE 4.250% 3/1	16411RAG4
TER	TERADYNE INC	79,891	$3.652M	0.3%	$39.50	+11.2%	COM	880770102
AAPL	APPLE INC	21,562	$3.618M	0.3%	$30.78	+31.3%	COM	037833100
—	AVEXIS INC	28,440	$3.515M	0.3%	$97.97	—	COM	05366U100
SUPN	SUPERNUS PHARMACEUTICALS INC	76,731	$3.514M	0.3%	$43.18	-3.4%	COM	868459108
—	ATLASSIAN CORP PLC	65,007	$3.505M	0.3%	$48.66	—	CL A	G06242104
—	TORCHMARK CORP	41,521	$3.495M	0.2%	$90.71	—	COM	891027104
PTC	PTC INC	44,649	$3.483M	0.2%	$40.77	+78.9%	COM	69370C100
ISRG	INTUITIVE SURGICAL INC	8,395	$3.466M	0.2%	$110.26	+26.6%	COM NEW	46120E602
LULU	LULULEMON ATHLETICA INC	38,850	$3.462M	0.2%	$80.02	0.0%	COM	550021109
—	INPHI CORP	3,300,000	$3.447M	0.2%	$1.26	—	NOTE 1.125%12/0	45772FAB3
PODD	INSULET CORP	39,654	$3.437M	0.2%	$69.17	+12.3%	COM	45784P101
EPAM	EPAM SYS INC	29,413	$3.368M	0.2%	$114.37	0.0%	COM	29414B104
CSX	CSX CORP	59,590	$3.32M	0.2%	$15.27	+10.1%	COM	126408103
HXL	HEXCEL CORP NEW	51,200	$3.307M	0.2%	$65.86	0.0%	COM	428291108
—	PROS HOLDINGS INC	99,816	$3.295M	0.2%	$26.45	—	COM	74346Y103
HEI	HEICO CORP NEW	37,718	$3.274M	0.2%	$65.40	0.0%	COM	422806109
—	EBIX INC	43,883	$3.269M	0.2%	$78.42	—	COM NEW	278715206
WDAY	WORKDAY INC	25,626	$3.257M	0.2%	$107.49	+13.8%	CL A	98138H101
BWXT	BWX TECHNOLOGIES INC	50,617	$3.216M	0.2%	$57.46	0.0%	COM	05605H100
—	PATTERN ENERGY GROUP INC	3,250,000	$3.206M	0.2%	$1.00	—	NOTE 4.000% 7/1	70338PAB6
—	BLUEPRINT MEDICINES CORP	34,556	$3.169M	0.2%	$44.34	—	COM	09627Y109
WWD	WOODWARD INC	44,062	$3.157M	0.2%	$43.63	+64.0%	COM	980745103
—	INPHI CORP	102,399	$3.082M	0.2%	$30.10	—	COM	45772F107
RGEN	REPLIGEN CORP	84,754	$3.066M	0.2%	$25.98	+35.4%	COM	759916109
MDB	MONGODB INC	68,864	$2.989M	0.2%	$29.67	+8.9%	CL A	60937P106
UNH	UNITEDHEALTH GROUP INC	13,875	$2.969M	0.2%	$139.93	+43.7%	COM	91324P102
FIS	FIDELITY NATL INFORMATION SV	30,708	$2.957M	0.2%	$84.95	0.0%	COM	31620M106
—	BECTON DICKINSON & CO	50,560	$2.934M	0.2%	$54.75	—	PFD SHS CONV A	075887208
VIAV	VIAVI SOLUTIONS INC	295,046	$2.868M	0.2%	$9.52	0.0%	COM	925550105
INCY	INCYTE CORP	34,383	$2.865M	0.2%	$97.73	-7.7%	COM	45337C102
—	ROYAL DUTCH SHELL PLC	44,778	$2.857M	0.2%	$54.72	—	SPONS ADR A	780259206
JAZZ	JAZZ PHARMACEUTICALS PLC	18,895	$2.853M	0.2%	$131.59	+11.5%	SHS USD	G50871105
—	TALEND S A	59,289	$2.853M	0.2%	$36.70	—	ADS	874224207
WB	WEIBO CORP	23,737	$2.838M	0.2%	$66.47	—	SPONSORED ADR	948596101
ANAB	ANAPTYSBIO INC	27,218	$2.833M	0.2%	$73.61	+53.1%	COM	032724106
—	LIMELIGHT NETWORKS INC	686,196	$2.82M	0.2%	$4.29	—	COM	53261M104
—	PRA HEALTH SCIENCES INC	32,245	$2.675M	0.2%	$76.17	—	COM	69354M108
—	CONTINENTAL RESOURCES INC	45,071	$2.657M	0.2%	$55.95	—	COM	212015101
—	ARRAY BIOPHARMA INC	162,007	$2.644M	0.2%	$12.30	—	COM	04269X105
—	ARISTA NETWORKS INC	10,170	$2.596M	0.2%	$239.48	—	COM	040413106
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	26,051	$2.547M	0.2%	$80.83	+38.6%	COM	874054109
—	K2M GROUP HLDGS INC	133,688	$2.533M	0.2%	$19.11	—	COM	48273J107
RDCM	RADCOM LTD	135,635	$2.489M	0.2%	$20.34	-6.0%	SHS NEW	M81865111
—	SENDGRID INC	87,157	$2.453M	0.2%	$28.14	—	COM	816883102
ENTG	ENTEGRIS INC	70,497	$2.453M	0.2%	$19.78	+64.4%	COM	29362U104
ARGX	ARGENX SE	30,357	$2.442M	0.2%	$63.14	—	SPONSORED ADR	04016X101
TSN	TYSON FOODS INC	33,184	$2.429M	0.2%	$61.44	+0.1%	CL A	902494103
—	ACTIVISION BLIZZARD INC	35,376	$2.386M	0.2%	$63.14	—	COM	00507V109
—	NUANCE COMMUNICATIONS INC	2,300,000	$2.344M	0.2%	$1.00	—	DEBT 1.500%11/0	67020YAG5
SWKS	SKYWORKS SOLUTIONS INC	23,305	$2.337M	0.2%	$86.96	0.0%	COM	83088M102
—	GLOBAL BLOOD THERAPEUTICS IN	47,278	$2.284M	0.2%	$39.36	—	COM	37890U108
FTV	FORTIVE CORP	29,404	$2.279M	0.2%	$44.30	+4.0%	COM	34959J108
—	PROS HOLDINGS INC	2,000,000	$2.275M	0.2%	$1.05	—	NOTE 2.000%12/0	74346YAB9
—	BIOHAVEN PHARMACTL HLDG CO L	88,239	$2.273M	0.2%	$25.76	—	COM	G11196105
MKSI	MKS INSTRUMENT INC	19,628	$2.27M	0.2%	$76.52	+34.8%	COM	55306N104
—	RED HAT INC	15,022	$2.246M	0.2%	$95.72	—	COM	756577102
ZUMZ	ZUMIEZ INC	92,936	$2.221M	0.2%	$21.36	0.0%	COM	989817101
—	INTERSECT ENT INC	55,686	$2.188M	0.2%	$39.29	—	COM	46071F103
TCMD	TACTILE SYS TECHNOLOGY INC	68,046	$2.164M	0.2%	$24.50	+26.2%	COM	87357P100
RCL	ROYAL CARIBBEAN CRUISES LTD	17,975	$2.116M	0.2%	$107.51	+9.2%	COM	V7780T103
CDW	CDW CORP	29,584	$2.08M	0.1%	$51.07	+30.1%	COM	12514G108
—	QAD INC	48,606	$2.024M	0.1%	$41.64	—	CL A	74727D306
QTWO	Q2 HLDGS INC	42,491	$1.935M	0.1%	$43.17	0.0%	COM	74736L109
XYZ	SQUARE INC	39,228	$1.93M	0.1%	$11.04	+315.6%	CL A	852234103
FOLD	AMICUS THERAPEUTICS INC	126,398	$1.901M	0.1%	$13.36	+13.9%	COM	03152W109
—	WPX ENERGY INC	126,301	$1.867M	0.1%	$14.78	—	COM	98212B103
SHOP	SHOPIFY INC	14,647	$1.825M	0.1%	$12.94	0.0%	CL A	82509L107
—	REV GROUP INC	85,637	$1.778M	0.1%	$32.53	—	COM	749527107
—	WPX ENERGY INC	28,000	$1.77M	0.1%	$64.47	—	PFD SER A CV	98212B202
PANW	PALO ALTO NETWORKS INC	9,589	$1.741M	0.1%	$27.78	0.0%	COM	697435105
NBIX	NEUROCRINE BIOSCIENCES INC	20,988	$1.741M	0.1%	$84.45	0.0%	COM	64125C109
HD	HOME DEPOT INC	9,758	$1.739M	0.1%	$129.49	+19.5%	COM	437076102
PAGS	PAGSEGURO DIGITAL LTD	45,283	$1.735M	0.1%	$32.10	0.0%	COM CL A	G68707101
—	NEVRO CORP	19,793	$1.715M	0.1%	$91.99	—	COM	64157F103
—	TIVITY HEALTH INC	42,395	$1.681M	0.1%	$40.80	—	COM	88870R102
—	ORBCOMM INC	177,036	$1.659M	0.1%	$9.37	—	COM	68555P100
MCHP	MICROCHIP TECHNOLOGY INC	18,096	$1.653M	0.1%	$29.93	+33.0%	COM	595017104
—	TESLA INC	1,510,000	$1.573M	0.1%	$1.07	—	NOTE 2.375% 3/1	88160RAD3
OEC	ORION ENGINEERED CARBONS S A	56,724	$1.537M	0.1%	$23.63	+18.1%	COM	L72967109
—	NAVISTAR INTL CORP NEW	1,485,000	$1.526M	0.1%	$1.10	—	NOTE 4.750% 4/1	63934EAS7
—	MATCH GROUP INC	33,543	$1.491M	0.1%	$31.31	—	COM	57665R106
BMRN	BIOMARIN PHARMACEUTICAL INC	17,548	$1.423M	0.1%	$93.70	-8.4%	COM	09061G101
JELD	JELD-WEN HLDG INC	45,848	$1.404M	0.1%	$36.25	0.0%	COM	47580P103
EXEL	EXELIXIS INC	60,813	$1.347M	0.1%	$27.64	0.0%	COM	30161Q104
—	PORTOLA PHARMACEUTICALS INC	39,490	$1.29M	0.1%	$34.80	—	COM	737010108
BBBY	OVERSTOCK COM INC DEL	34,282	$1.243M	0.1%	$48.07	+29.8%	COM	690370101
—	INTEGRATED DEVICE TECHNOLOGY	40,173	$1.228M	0.1%	$30.57	—	COM	458118106
ASML	ASML HOLDING N V	6,093	$1.21M	0.1%	$198.59	—	N Y REGISTRY SHS	N07059210
NFLX	NETFLIX INC	3,903	$1.153M	0.1%	$12.72	+113.9%	COM	64110L106
—	LIONS GATE ENTMNT CORP	43,638	$1.127M	0.1%	$33.45	—	CL A VTG	535919401
BABA	ALIBABA GROUP HLDG LTD	5,614	$1.03M	0.1%	$114.53	—	SPONSORED ADS	01609W102
DSGX	DESCARTES SYS GROUP INC	35,021	$1M	0.1%	$20.78	+34.1%	COM	249906108
—	DERMIRA INC	124,991	$999K	0.1%	$25.16	—	COM	24983L104
—	ROYAL GOLD INC	885,000	$930K	0.1%	$1.10	—	NOTE 2.875% 6/1	780287AA6
—	ARRAY BIOPHARMA INC	500,000	$666K	0.0%	$1.33	—	NOTE 2.625%12/0	04269XAB1
—	ITERIS INC	121,589	$603K	0.0%	$4.96	—	COM	46564T107
—	FORESCOUT TECHNOLOGIES INC	12,315	$399K	0.0%	$32.40	—	COM	34553D101
—	INVUITY INC	65,000	$250K	0.0%	$3.85	—	COM NEW	46187J205