Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UPLD	UPLAND SOFTWARE, INC.	1,001,666	$26.86M	4.0%	$34.46	+4.9%	COM	91544A109
BAND	BANDWIDTH, INC.	354,136	$23.83M	3.6%	$48.64	+40.1%	COM	05988J103
BIO	BIO-RAD LABORATORIES, INC.	65,656	$23.02M	3.5%	$206.05	+78.4%	COM	090572207
AKAM	AKAMAI TECHNOLOGIES, INC.	215,681	$19.73M	3.0%	$92.71	0.0%	COM	00971T101
—	LIVEPERSON, INC.	825,710	$18.79M	2.8%	$27.18	—	COM	538146101
QLYS	QUALYS, INC.	196,080	$17.06M	2.6%	$83.40	+0.7%	COM	74758T303
—	EVERBRIDGE, INC.	154,525	$16.43M	2.5%	$87.70	—	COM	29978A104
NOMD	NOMAD FOODS LTD.	854,686	$15.86M	2.4%	$17.50	+11.2%	COM	G6564A105
AMZN	AMAZON.COM, INC.	8,023	$15.64M	2.3%	$96.79	0.0%	COM	023135106
GOOG	ALPHABET, INC.	13,088	$15.22M	2.3%	$44.80	+50.3%	COM	02079K107
GILD	GILEAD SCIENCES, INC.	200,338	$14.98M	2.2%	$54.92	0.0%	COM	375558103
—	REALPAGE, INC.	281,527	$14.9M	2.2%	$54.33	—	COM	75606N109
—	MIMECAST LTD.	417,963	$14.75M	2.2%	$37.27	—	COM	G14838109
EHTH	EHEALTH, INC.	90,673	$12.77M	1.9%	$77.61	+47.7%	COM	28238P109
RPD	RAPID7, INC.	271,733	$11.77M	1.8%	$37.07	+41.5%	COM	753422104
EA	ELECTRONIC ARTS	113,243	$11.34M	1.7%	$98.06	+4.3%	COM	285512109
UTHR	UNITED THERAPEUTICS CORPORATION	114,777	$10.88M	1.6%	$95.05	0.0%	COM	91307C102
ARE	ALEXANDRIA REAL ESTATE EQUITIES, INC.	74,199	$10.17M	1.5%	$124.09	0.0%	COM	015271109
ZD	J2 GLOBAL, INC.	132,239	$9.898M	1.5%	$70.96	+10.1%	COM	48123V102
GDDY	GODADDY, INC.	170,734	$9.751M	1.5%	$50.19	+31.8%	COM	380237107
TWLO	TWILIO, INC.	107,244	$9.597M	1.4%	$106.26	+3.3%	COM	90138F102
—	K12, INC.	499,398	$9.419M	1.4%	$18.86	—	COM	48273U102
CHGG	CHEGG, INC.	248,772	$8.901M	1.3%	$39.06	0.0%	COM	163092109
—	ZIX CORPORATION	2,037,118	$8.78M	1.3%	$7.08	—	COM	98974P100
CACI	CACI INTERNATIONAL, INC.	39,356	$8.31M	1.2%	$248.52	0.0%	COM	127190304
META	FACEBOOK, INC.	48,755	$8.132M	1.2%	$139.18	+39.7%	COM	30303M102
PFE	PFIZER, INC.	248,839	$8.122M	1.2%	$25.83	0.0%	COM	717081103
MSFT	MICROSOFT CORPORATION	48,649	$7.672M	1.2%	$156.34	0.0%	COM	594918104
EBS	EMERGENT BIOSOLUTIONS, INC.	131,659	$7.618M	1.1%	$57.63	0.0%	COM	29089Q105
—	MATCH GROUP, INC.	115,084	$7.6M	1.1%	$24.42	—	COM	57665R106
QNST	QUINSTREET, INC.	937,078	$7.543M	1.1%	$13.54	-9.0%	COM	74874Q100
—	HILL-ROM HOLDINGS, INC.	74,212	$7.466M	1.1%	$100.60	—	COM	431475102
DLTR	DOLLAR TREE STORES, INC.	100,662	$7.396M	1.1%	$87.44	-2.6%	COM	256746108
—	ACTIVISION BLIZZARD, INC.	121,374	$7.219M	1.1%	$59.48	—	COM	00507V109
ELF	E.L.F. BEAUTY, INC.	690,921	$6.799M	1.0%	$12.03	+24.7%	COM	26856L103
QTRX	QUANTERIX CORPORATION	345,000	$6.338M	1.0%	$24.32	-6.2%	COM	74766Q101
CRMT	AMERICAS CAR MART, INC.	112,214	$6.323M	0.9%	$73.49	+33.1%	COM	03062T105
—	GLU MOBILE, INC.	952,979	$5.994M	0.9%	$5.74	—	COM	379890106
—	CLOUDERA, INC.	733,089	$5.769M	0.9%	$7.87	—	COM	18914U100
—	MODEL N, INC.	258,079	$5.732M	0.9%	$16.43	—	COM	607525102
HALO	HALOZYME THERAPEUTICS, INC.	309,270	$5.564M	0.8%	$18.98	0.0%	COM	40637H109
CWST	CASELLA WASTE SYSTEMS, INC.	141,316	$5.52M	0.8%	$13.25	+266.1%	COM	147448104
—	PREMIER, INC.	167,831	$5.491M	0.8%	$32.72	—	COM	74051N102
—	ZYNGA, INC.	796,089	$5.453M	0.8%	$6.85	—	COM	98986T108
KR	KROGER COMPANY	180,163	$5.427M	0.8%	$25.91	0.0%	COM	501044101
—	SPARTAN MOTORS, INC.	408,511	$5.274M	0.8%	$12.91	—	COM	846819100
DG	DOLLAR GENERAL CORPORATION	32,819	$4.956M	0.7%	$142.31	0.0%	COM	256677105
—	VONAGE HOLDINGS CORP.	674,502	$4.877M	0.7%	$10.37	—	COM	92886T201
WDC	WESTERN DIGITAL CORPORATION	114,809	$4.778M	0.7%	$41.68	+4.5%	COM	958102105
APEI	AMERICAN PUBLIC EDUCATION, INC.	194,135	$4.646M	0.7%	$24.34	0.0%	COM	02913V103
UIS	UNISYS CORPORATION	360,222	$4.449M	0.7%	$10.52	+21.6%	COM	909214306
EXEL	EXELIXIS, INC.	252,359	$4.346M	0.7%	$20.96	-12.7%	COM	30161Q104
CSTL	CASTLE BIOSCIENCES, INC.	135,654	$4.044M	0.6%	$23.52	+28.3%	COM	14843C105
—	CYRUSONE, INC.	65,096	$4.02M	0.6%	$61.75	—	COM	23283R100
—	TWITTER, INC.	163,367	$4.012M	0.6%	$24.56	—	COM	90184L102
ICUI	ICU MEDICAL, INC.	19,517	$3.938M	0.6%	$192.49	0.0%	COM	44930G107
KVHI	KVH INDUSTRIES, INC.	414,565	$3.909M	0.6%	$10.07	+1.7%	COM	482738101
TGT	TARGET CORPORATION	41,740	$3.881M	0.6%	$94.98	0.0%	COM	87612E106
—	QUIDEL CORPORATION	38,614	$3.777M	0.6%	$97.81	—	COM	74838J101
—	SCIPLAY CORPORATION	394,278	$3.755M	0.6%	$9.79	—	COM	809087109
—	SKECHERS USA, INC.	156,694	$3.72M	0.6%	$36.53	—	COM	830566105
—	GENMARK DIAGNOSTICS, INC.	893,090	$3.68M	0.6%	$4.12	—	COM	372309104
—	GW PHARMACEUTICALS PLC	41,410	$3.626M	0.5%	$87.56	—	COM	36197T103
ALRM	ALARM.COM HOLDINGS, INC.	90,580	$3.524M	0.5%	$44.69	-2.5%	COM	011642105
SPT	SPROUT SOCIAL, INC.	217,101	$3.465M	0.5%	$18.23	0.0%	COM	85209W109
—	QUOTIENT TECHNOLOGY, INC.	506,734	$3.294M	0.5%	$9.61	—	COM	749119103
—	AARON'S, INC.	142,960	$3.257M	0.5%	$44.51	—	COM	002535300
UBER	UBER TECHNOLOGIES, INC.	116,406	$3.25M	0.5%	$32.91	0.0%	COM	90353T100
CALM	CAL-MAINE FOODS, INC.	73,870	$3.249M	0.5%	$29.37	0.0%	COM	128030202
SLM	SLM CORPORATION	449,031	$3.229M	0.5%	$9.66	0.0%	COM	78442P106
—	TREEHOUSE FOODS, INC.	72,598	$3.205M	0.5%	$44.15	—	COM	89469A104
—	IAC/INTERACTIVECORP	17,028	$3.052M	0.5%	$179.23	—	COM	44919P508
—	SYROS PHARMACEUTICALS, INC.	512,570	$3.04M	0.5%	$6.56	—	COM	87184Q107
ECPG	ENCORE CAPITAL GROUP, INC.	115,839	$2.708M	0.4%	$33.65	0.0%	COM	292554102
HAE	HAEMONETICS CORPORATION	26,122	$2.603M	0.4%	$108.44	0.0%	COM	405024100
—	TECHTARGET, INC.	122,964	$2.534M	0.4%	$17.53	—	COM	87874R100
—	BOINGO WIRELESS, INC.	237,749	$2.523M	0.4%	$10.61	—	COM	09739C102
SKY	SKYLINE CHAMPION CORPORATION	160,639	$2.519M	0.4%	$25.34	+5.4%	COM	830830105
PLD	PROLOGIS, INC.	30,367	$2.441M	0.4%	$74.10	0.0%	COM	74340W103
—	PRIMO WATER CORPORATION	268,990	$2.437M	0.4%	$9.06	—	COM	74167P108
—	ANGI HOMESERVICES, INC.	447,003	$2.347M	0.4%	$9.43	—	COM	00183L102
AXTI	AXT, INC.	697,879	$2.24M	0.3%	$3.35	+10.0%	COM	00246W103
DEI	DOUGLAS EMMETT, INC.	73,008	$2.227M	0.3%	$30.50	—	COM	25960P109
—	GRUBHUB, INC.	54,674	$2.227M	0.3%	$40.73	—	COM	400110102
OMF	ONEMAIN HOLDINGS, INC.	115,002	$2.199M	0.3%	$37.26	0.0%	COM	68268W103
—	EBIX, INC.	133,582	$2.028M	0.3%	$30.84	—	COM	278715206
CRWD	CROWDSTRIKE HOLDINGS, INC.	35,668	$1.986M	0.3%	$56.47	0.0%	COM	22788C105
CSCO	CISCO SYSTEMS, INC.	49,971	$1.964M	0.3%	$36.67	0.0%	COM	17275R102
NOK	NOKIA CORPORATION	599,805	$1.859M	0.3%	$3.10	—	COM	654902204
—	QUANTUM CORPORATION	627,402	$1.851M	0.3%	$2.95	—	COM	747906501
LYFT	LYFT, INC.	66,546	$1.787M	0.3%	$43.84	-9.4%	COM	55087P104
—	ABIOMED, INC.	12,155	$1.764M	0.3%	$159.42	—	COM	003654100
AXGN	AXOGEN, INC.	164,073	$1.706M	0.3%	$16.47	-22.7%	COM	05463X106
JOYY	JOYY, INC.	31,620	$1.684M	0.3%	$53.26	—	COM	46591M109
—	ZYNERBA PHARMACEUTICALS, INC.	434,768	$1.665M	0.2%	$12.39	—	COM	98986X109
BL	BLACKLINE, INC.	30,534	$1.606M	0.2%	$58.49	0.0%	COM	09239B109
OLLI	OLLIE'S BARGAIN OUTLET HOLDINGS, INC.	34,636	$1.605M	0.2%	$51.28	0.0%	COM	681116109
SPWH	SPORTSMANS WAREHOUSE HOLDINGS, INC.	259,219	$1.597M	0.2%	$6.24	0.0%	COM	84920Y106
OOMA	OOMA, INC.	131,676	$1.571M	0.2%	$15.34	-17.6%	COM	683416101
—	RUBICON PROJECT, INC. (THE)	282,542	$1.568M	0.2%	$5.55	—	COM	78112V102
—	APPLIED GENETIC TECHNOLOGIES CORPORATION	475,796	$1.561M	0.2%	$3.28	—	COM	03820J100
VICR	VICOR CORPORATION	34,358	$1.53M	0.2%	$38.08	+24.5%	COM	925815102
ALTG	ALTA EQUIPMENT GROUP, INC.	312,777	$1.336M	0.2%	$8.01	0.0%	COM	02128L106
TREE	LENDINGTREE, INC.	6,519	$1.196M	0.2%	$190.51	—	COM	52603B107
—	ICAD, INC.	160,876	$1.181M	0.2%	$7.34	—	COM	44934S206
—	CHINA ONLINE EDUCATION GROUP	35,997	$1.044M	0.2%	$29.00	—	COM	16954L105
HYREQ	HYRECAR, INC.	582,714	$792K	0.1%	$4.40	-36.1%	COM	44916T107
ULTA	ULTA BEAUTY, INC.	3,606	$634K	0.1%	$297.17	-16.1%	COM	90384S303
—	BRIGHAM MINERALS, INC.	71,539	$592K	0.1%	$21.46	—	COM	10918L103
DOMO	DOMO, INC.	59,372	$590K	0.1%	$18.47	+9.1%	COM	257554105
REX	REX AMERICAN RESOURCES CORPORATION	10,295	$479K	0.1%	$11.35	0.0%	COM	761624105
ANIK	ANIKA THERAPEUTICS, INC.	11,032	$319K	0.0%	$44.46	-9.0%	COM	035255108