The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ALLERGAN PLC SHS G0177J108 39 232 SH   SOLE   232 0 0
ATLASSIAN CORP PLC CL A G06242104 743 11,880 SH   SOLE   11,880 0 0
CREDICORP LTD COM G2519Y108 610 2,710 SH   SOLE   2,710 0 0
ENSCO PLC SHS CLASS A G3157S106 4,223 581,630 SH   SOLE   581,630 0 0
ICON PLC SHS G4705A100 6,338 47,820 SH   SOLE   47,820 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 3,356 144,405 SH   SOLE   144,405 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 7,546 43,795 SH   SOLE   43,795 0 0
LIVANOVA PLC SHS G5509L101 15,138 151,650 SH   SOLE   151,650 0 0
MEDTRONIC PLC SHS G5960L103 41 480 SH   SOLE   480 0 0
APTIV PLC SHS G6095L109 11,747 128,198 SH   SOLE   128,198 0 0
NABORS INDUSTRIES LTD SHS G6359F103 144 22,400 SH   SOLE   22,400 0 0
NOBLE CORP PLC SHS USD G65431101 3,384 534,550 SH   SOLE   534,550 0 0
NOVOCURE LTD ORD SHS G6674U108 11,423 364,953 SH   SOLE   364,953 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 355 21,880 SH   SOLE   21,880 0 0
PERRIGO CO PLC SHS G97822103 28 380 SH   SOLE   380 0 0
TRANSOCEAN LTD REG SHS H8817H100 6,550 487,320 SH   SOLE   487,320 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 7,688 91,195 SH   SOLE   91,195 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 655 24,030 SH   SOLE   24,030 0 0
RADWARE LTD ORD M81873107 7,747 306,467 SH   SOLE   306,467 0 0
FERRARI N V COM N3167Y103 516 3,825 SH   SOLE   3,825 0 0
INTERXION HOLDING N.V SHS N47279109 18,159 290,916 SH   SOLE   290,916 0 0
NXP SEMICONDUCTORS N V COM N6596X109 322 2,950 SH   SOLE   2,950 0 0
QIAGEN NV SHS NEW N72482123 6,147 170,005 SH   SOLE   170,005 0 0
YANDEX N V SHS CLASS A N97284108 548 15,255 SH   SOLE   15,255 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 1,148 48,150 SH   SOLE   48,150 0 0
AAR CORP COM 000361105 5,212 112,115 SH   SOLE   112,115 0 0
AARONS INC COM PAR $0.50 002535300 8,000 184,115 SH   SOLE   184,115 0 0
ABERCROMBIE & FITCH CO CL A 002896207 11,551 471,870 SH   SOLE   471,870 0 0
ABIOMED INC COM 003654100 65,108 159,170 SH   SOLE   159,170 0 0
ACTIVISION BLIZZARD INC COM 00507V109 25,025 327,897 SH   SOLE   327,897 0 0
ADOBE SYS INC COM 00724F101 21,418 87,849 SH   SOLE   87,849 0 0
ADTALEM GLOBAL ED INC COM 00737L103 15,203 316,062 SH   SOLE   316,062 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 7,128 287,670 SH   SOLE   287,670 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 8,114 96,330 SH   SOLE   96,330 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,719 37,500 SH   SOLE   37,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 5,924 80,895 SH   SOLE   80,895 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,158 6,240 SH   SOLE   6,240 0 0
ALIGN TECHNOLOGY INC COM 016255101 54,329 158,791 SH   SOLE   158,791 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 9,568 380,875 SH   SOLE   380,875 0 0
ALPHABET INC CAP STK CL A 02079K305 56 50 SH   SOLE   50 0 0
ALPHABET INC CAP STK CL C 02079K107 25,302 22,679 SH   SOLE   22,679 0 0
AMAZON COM INC COM 023135106 67,873 39,930 SH   SOLE   39,930 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 4,222 181,598 SH   SOLE   181,598 0 0
AMERICAN EXPRESS CO COM 025816109 262 2,675 SH   SOLE   2,675 0 0
ANADARKO PETE CORP COM 032511107 8,879 121,210 SH   SOLE   121,210 0 0
ANDEAVOR COM 03349M105 997 7,600 SH   SOLE   7,600 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 4,576 107,598 SH   SOLE   107,598 0 0
ANSYS INC COM 03662Q105 2,379 13,660 SH   SOLE   13,660 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 1,730 58,614 SH   SOLE   58,614 0 0
APPLE INC COM 037833100 55,634 300,544 SH   SOLE   300,544 0 0
APPLIED MATLS INC COM 038222105 22,397 484,888 SH   SOLE   484,888 0 0
APPTIO INC CL A 03835C108 15,979 441,421 SH   SOLE   441,421 0 0
ARISTA NETWORKS INC COM 040413106 239 930 SH   SOLE   930 0 0
ARRAY BIOPHARMA INC COM 04269X105 5,561 331,435 SH   SOLE   331,435 0 0
ASSOCIATED BANC CORP COM 045487105 7,393 270,810 SH   SOLE   270,810 0 0
ASURE SOFTWARE INC COM 04649U102 3,066 192,205 SH   SOLE   192,205 0 0
AUTOLIV INC COM 052800109 565 3,945 SH   SOLE   3,945 0 0
AXOGEN INC COM 05463X106 12,060 239,995 SH   SOLE   239,995 0 0
AXON ENTERPRISE INC COM 05464C101 12,216 193,356 SH   SOLE   193,356 0 0
BP PLC SPONSORED ADR 055622104 8,635 189,110 SH   SOLE   189,110 0 0
BWX TECHNOLOGIES INC COM 05605H100 13,066 209,660 SH   SOLE   209,660 0 0
BANCO DE CHILE SPONSORED ADR 059520106 526 5,656 SH   SOLE   5,656 0 0
BANK AMER CORP COM 060505104 6,847 242,900 SH   SOLE   242,900 0 0
BARRICK GOLD CORP COM 067901108 1,215 92,500 SH   SOLE   92,500 0 0
BIO RAD LABS INC CL A 090572207 5,335 18,490 SH   SOLE   18,490 0 0
BIOGEN INC COM 09062X103 4,773 16,446 SH   SOLE   16,446 0 0
BIOTELEMETRY INC COM 090672106 13,712 304,721 SH   SOLE   304,721 0 0
BIO TECHNE CORP COM 09073M104 4,063 27,465 SH   SOLE   27,465 0 0
BJS RESTAURANTS INC COM 09180C106 13,702 228,360 SH   SOLE   228,360 0 0
BLOOMIN BRANDS INC COM 094235108 10,666 530,630 SH   SOLE   530,630 0 0
BLUCORA INC COM 095229100 7,080 191,345 SH   SOLE   191,345 0 0
BOEING CO COM 097023105 1,141 3,400 SH   SOLE   3,400 0 0
BORGWARNER INC COM 099724106 446 10,340 SH   SOLE   10,340 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 497 4,320 SH   SOLE   4,320 0 0
BROWN & BROWN INC COM 115236101 6,601 238,050 SH   SOLE   238,050 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 923 26,261 SH   SOLE   26,261 0 0
BURLINGTON STORES INC COM 122017106 8,071 53,620 SH   SOLE   53,620 0 0
CDW CORP COM 12514G108 7,894 97,705 SH   SOLE   97,705 0 0
CME GROUP INC COM CL A 12572Q105 36,799 224,495 SH   SOLE   224,495 0 0
CNOOC LTD SPONSORED ADR 126132109 707 4,130 SH   SOLE   4,130 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 2,546 131,300 SH   SOLE   131,300 0 0
CVR ENERGY INC COM 12662P108 2,330 62,990 SH   SOLE   62,990 0 0
CABOT OIL & GAS CORP COM 127097103 1,237 51,970 SH   SOLE   51,970 0 0
CARRIZO OIL & GAS INC COM 144577103 467 16,780 SH   SOLE   16,780 0 0
CATERPILLAR INC DEL COM 149123101 36,307 267,613 SH   SOLE   267,613 0 0
CHART INDS INC COM PAR $0.01 16115Q308 16,727 271,195 SH   SOLE   271,195 0 0
CHEGG INC COM 163092109 14,069 506,247 SH   SOLE   506,247 0 0
CHENIERE ENERGY INC COM NEW 16411R208 10,042 154,040 SH   SOLE   154,040 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 2,877 80,040 SH   SOLE   80,040 0 0
CHEVRON CORP NEW COM 166764100 6,157 48,695 SH   SOLE   48,695 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,820 31,390 SH   SOLE   31,390 0 0
CHURCH & DWIGHT INC COM 171340102 320 6,020 SH   SOLE   6,020 0 0
CINTAS CORP COM 172908105 3,017 16,300 SH   SOLE   16,300 0 0
CITIGROUP INC COM NEW 172967424 10,574 158,010 SH   SOLE   158,010 0 0
COCA COLA CO COM 191216100 299 6,820 SH   SOLE   6,820 0 0
CODEXIS INC COM 192005106 6,239 433,278 SH   SOLE   433,278 0 0
COHERENT INC COM 192479103 185 1,180 SH   SOLE   1,180 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 6,985 292,878 SH   SOLE   292,878 0 0
CONCHO RES INC COM 20605P101 1,140 8,240 SH   SOLE   8,240 0 0
CONMED CORP COM 207410101 8,998 122,925 SH   SOLE   122,925 0 0
CONOCOPHILLIPS COM 20825C104 6,855 98,460 SH   SOLE   98,460 0 0
CONTINENTAL RESOURCES INC COM 212015101 39,821 614,896 SH   SOLE   614,896 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 12,364 260,680 SH   SOLE   260,680 0 0
COSTCO WHSL CORP NEW COM 22160K105 39,002 186,631 SH   SOLE   186,631 0 0
COVIA HLDGS CORP COM 22305A103 314 16,940 SH   SOLE   16,940 0 0
CRAY INC COM NEW 225223304 5,591 227,290 SH   SOLE   227,290 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,929 60,770 SH   SOLE   60,770 0 0
CUBIC CORP COM 229669106 9,245 144,005 SH   SOLE   144,005 0 0
CUMMINS INC COM 231021106 40 300 SH   SOLE   300 0 0
CURO GROUP HLDGS CORP COM 23131L107 7,060 282,964 SH   SOLE   282,964 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 4,370 110,500 SH   SOLE   110,500 0 0
DARDEN RESTAURANTS INC COM 237194105 497 4,640 SH   SOLE   4,640 0 0
DELEK US HLDGS INC NEW COM 24665A103 1,009 20,120 SH   SOLE   20,120 0 0
DENNYS CORP COM 24869P104 5,802 364,210 SH   SOLE   364,210 0 0
DENTSPLY SIRONA INC COM 24906P109 561 12,820 SH   SOLE   12,820 0 0
DEXCOM INC COM 252131107 13,967 147,051 SH   SOLE   147,051 0 0
DIAMONDBACK ENERGY INC COM 25278X109 10,315 78,397 SH   SOLE   78,397 0 0
DICKS SPORTING GOODS INC COM 253393102 1,290 36,600 SH   SOLE   36,600 0 0
DINE BRANDS GLOBAL INC COM 254423106 11,892 158,980 SH   SOLE   158,980 0 0
DISNEY WALT CO COM DISNEY 254687106 210 2,000 SH   SOLE   2,000 0 0
DOLBY LABORATORIES INC COM 25659T107 5,752 93,245 SH   SOLE   93,245 0 0
DUNKIN BRANDS GROUP INC COM 265504100 4,455 64,495 SH   SOLE   64,495 0 0
EOG RES INC COM 26875P101 25,753 206,969 SH   SOLE   206,969 0 0
EQT CORP COM 26884L109 520 9,423 SH   SOLE   9,423 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 857 16,620 SH   SOLE   16,620 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 6,911 113,005 SH   SOLE   113,005 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 25,824 177,397 SH   SOLE   177,397 0 0
ELDORADO RESORTS INC COM 28470R102 19,471 497,980 SH   SOLE   497,980 0 0
ENCOMPASS HEALTH CORP COM 29261A100 15,661 231,260 SH   SOLE   231,260 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 2,006 116,300 SH   SOLE   116,300 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 8,921 468,534 SH   SOLE   468,534 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 1,114 71,750 SH   SOLE   71,750 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 14,926 539,420 SH   SOLE   539,420 0 0
EQUINOR ASA SPONSORED ADR 29446M102 4,338 164,260 SH   SOLE   164,260 0 0
ETSY INC COM 29786A106 16,016 379,605 SH   SOLE   379,605 0 0
EVERTEC INC COM 30040P103 12,315 563,630 SH   SOLE   563,630 0 0
EZCORP INC CL A NON VTG 302301106 5,216 432,890 SH   SOLE   432,890 0 0
EXXON MOBIL CORP COM 30231G102 3,045 36,810 SH   SOLE   36,810 0 0
FLIR SYS INC COM 302445101 6,791 130,675 SH   SOLE   130,675 0 0
FACEBOOK INC CL A 30303M102 42,584 219,144 SH   SOLE   219,144 0 0
FASTENAL CO COM 311900104 1,743 36,210 SH   SOLE   36,210 0 0
FEDEX CORP COM 31428X106 16,425 72,338 SH   SOLE   72,338 0 0
F5 NETWORKS INC COM 315616102 1,100 6,380 SH   SOLE   6,380 0 0
FISERV INC COM 337738108 6,871 92,740 SH   SOLE   92,740 0 0
FIVE BELOW INC COM 33829M101 12,727 130,255 SH   SOLE   130,255 0 0
FLEXION THERAPEUTICS INC COM 33938J106 2,902 112,265 SH   SOLE   112,265 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 1,076 26,830 SH   SOLE   26,830 0 0
GTT COMMUNICATIONS INC COM 362393100 4,828 107,291 SH   SOLE   107,291 0 0
GALAPAGOS NV SPON ADR 36315X101 910 9,870 SH   SOLE   9,870 0 0
GENESEE & WYO INC CL A 371559105 224 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 2,424 105,300 SH   SOLE   105,300 0 0
GENOMIC HEALTH INC COM 37244C101 6,370 126,385 SH   SOLE   126,385 0 0
GILEAD SCIENCES INC COM 375558103 7,545 106,508 SH   SOLE   106,508 0 0
GLOBAL PMTS INC COM 37940X102 653 5,860 SH   SOLE   5,860 0 0
GLU MOBILE INC COM 379890106 7,336 1,144,492 SH   SOLE   1,144,492 0 0
GODADDY INC CL A 380237107 7,205 102,060 SH   SOLE   102,060 0 0
GOLDCORP INC NEW COM 380956409 1,165 85,000 SH   SOLE   85,000 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 10,780 742,925 SH   SOLE   742,925 0 0
GREEN DOT CORP CL A 39304D102 18,427 251,089 SH   SOLE   251,089 0 0
GRUBHUB INC COM 400110102 3,110 29,645 SH   SOLE   29,645 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 639 6,080 SH   SOLE   6,080 0 0
HAEMONETICS CORP COM 405024100 20,322 226,602 SH   SOLE   226,602 0 0
HALLIBURTON CO COM 406216101 139 3,080 SH   SOLE   3,080 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 7,141 423,305 SH   SOLE   423,305 0 0
HALYARD HEALTH INC COM 40650V100 14,488 253,067 SH   SOLE   253,067 0 0
HARLEY DAVIDSON INC COM 412822108 352 8,363 SH   SOLE   8,363 0 0
HARSCO CORP COM 415864107 6,179 279,615 SH   SOLE   279,615 0 0
HEALTHEQUITY INC COM 42226A107 534 7,115 SH   SOLE   7,115 0 0
HERON THERAPEUTICS INC COM 427746102 7,812 201,080 SH   SOLE   201,080 0 0
HESS CORP COM 42809H107 5,632 84,200 SH   SOLE   84,200 0 0
HEXCEL CORP NEW COM 428291108 11,097 167,180 SH   SOLE   167,180 0 0
HOLLYFRONTIER CORP COM 436106108 1,652 24,140 SH   SOLE   24,140 0 0
HOME DEPOT INC COM 437076102 24,914 127,698 SH   SOLE   127,698 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 656 15,620 SH   SOLE   15,620 0 0
HUNT J B TRANS SVCS INC COM 445658107 36,822 302,938 SH   SOLE   302,938 0 0
IAC INTERACTIVECORP COM 44919P508 5,923 38,840 SH   SOLE   38,840 0 0
ICU MED INC COM 44930G107 20,362 69,340 SH   SOLE   69,340 0 0
ITT INC COM 45073V108 10,437 199,680 SH   SOLE   199,680 0 0
ILLINOIS TOOL WKS INC COM 452308109 107 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 34,734 124,367 SH   SOLE   124,367 0 0
INGEVITY CORP COM 45688C107 14,056 173,829 SH   SOLE   173,829 0 0
INSULET CORP COM 45784P101 17,366 202,640 SH   SOLE   202,640 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 18,130 281,481 SH   SOLE   281,481 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 10,965 343,960 SH   SOLE   343,960 0 0
INTEL CORP COM 458140100 109 2,200 SH   SOLE   2,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,134 21,180 SH   SOLE   21,180 0 0
IQVIA HLDGS INC COM 46266C105 256 2,560 SH   SOLE   2,560 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,842 27,500 SH   SOLE   27,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 4,116 95,000 SH   SOLE   95,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,836 19,720 SH   SOLE   19,720 0 0
ISHARES TR RUS MD CP GR ETF 464287481 570 4,500 SH   SOLE   4,500 0 0
ISHARES TR 20 YR TR BD ETF 464287432 47,386 389,300 SH   SOLE   389,300 0 0
ISHARES TR CUR HED MSCI GER 46434V704 2,776 100,000 SH   SOLE   100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 6,356 61,000 SH   SOLE   61,000 0 0
KLA-TENCOR CORP COM 482480100 230 2,240 SH   SOLE   2,240 0 0
KEMPER CORP DEL COM 488401100 14,950 197,625 SH   SOLE   197,625 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 185 3,130 SH   SOLE   3,130 0 0
KIRBY CORP COM 497266106 10,668 127,606 SH   SOLE   127,606 0 0
KRATON CORPORATION COM 50077C106 6,893 149,390 SH   SOLE   149,390 0 0
LPL FINL HLDGS INC COM 50212V100 15,865 242,070 SH   SOLE   242,070 0 0
LAM RESEARCH CORP COM 512807108 100 580 SH   SOLE   580 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 19,104 92,215 SH   SOLE   92,215 0 0
LINCOLN ELEC HLDGS INC COM 533900106 588 6,700 SH   SOLE   6,700 0 0
LIVEPERSON INC COM 538146101 7,438 352,494 SH   SOLE   352,494 0 0
LOXO ONCOLOGY INC COM 548862101 5,828 33,595 SH   SOLE   33,595 0 0
MPLX LP COM UNIT REP LTD 55336V100 8,330 243,998 SH   SOLE   243,998 0 0
MSCI INC COM 55354G100 561 3,390 SH   SOLE   3,390 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 7,247 104,912 SH   SOLE   104,912 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 1,249 36,784 SH   SOLE   36,784 0 0
MANTECH INTL CORP CL A 564563104 12,551 233,993 SH   SOLE   233,993 0 0
MARATHON OIL CORP COM 565849106 6,830 327,440 SH   SOLE   327,440 0 0
MARATHON PETE CORP COM 56585A102 3,242 46,205 SH   SOLE   46,205 0 0
MARRIOTT INTL INC NEW CL A 571903202 244 1,930 SH   SOLE   1,930 0 0
MASCO CORP COM 574599106 247 6,590 SH   SOLE   6,590 0 0
MASTEC INC COM 576323109 17,698 348,723 SH   SOLE   348,723 0 0
MEDIFAST INC COM 58470H101 6,206 38,751 SH   SOLE   38,751 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 533 19,040 SH   SOLE   19,040 0 0
MERIT MED SYS INC COM 589889104 8,418 164,405 SH   SOLE   164,405 0 0
MICROSOFT CORP COM 594918104 59,618 604,582 SH   SOLE   604,582 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 35,645 391,917 SH   SOLE   391,917 0 0
MIDDLEBY CORP COM 596278101 3,468 33,208 SH   SOLE   33,208 0 0
MOHAWK INDS INC COM 608190104 253 1,180 SH   SOLE   1,180 0 0
MOLINA HEALTHCARE INC COM 60855R100 13,851 141,420 SH   SOLE   141,420 0 0
MOOG INC CL A 615394202 2,053 26,330 SH   SOLE   26,330 0 0
MORGAN STANLEY COM NEW 617446448 35,615 751,370 SH   SOLE   751,370 0 0
MURPHY OIL CORP COM 626717102 10 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 5 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 851 22,760 SH   SOLE   22,760 0 0
NVR INC COM 62944T105 208 70 SH   SOLE   70 0 0
NETFLIX INC COM 64110L106 47,213 120,617 SH   SOLE   120,617 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 4,172 42,470 SH   SOLE   42,470 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 978 10,330 SH   SOLE   10,330 0 0
NEW RELIC INC COM 64829B100 8,376 83,265 SH   SOLE   83,265 0 0
NEWFIELD EXPL CO COM 651290108 221 7,300 SH   SOLE   7,300 0 0
NICE LTD SPONSORED ADR 653656108 2,809 27,065 SH   SOLE   27,065 0 0
NIKE INC CL B 654106103 159 2,000 SH   SOLE   2,000 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 2,442 47,834 SH   SOLE   47,834 0 0
NORDSON CORP COM 655663102 438 3,410 SH   SOLE   3,410 0 0
NOVANTA INC COM 67000B104 8,931 143,359 SH   SOLE   143,359 0 0
NUTANIX INC CL A 67059N108 10,625 206,040 SH   SOLE   206,040 0 0
OASIS PETE INC NEW COM 674215108 2,260 174,220 SH   SOLE   174,220 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 7,036 84,080 SH   SOLE   84,080 0 0
OLD DOMINION FGHT LINES INC COM 679580100 3,678 24,690 SH   SOLE   24,690 0 0
ONEOK INC NEW COM 682680103 2,852 40,844 SH   SOLE   40,844 0 0
PDC ENERGY INC COM 69327R101 14,078 232,880 SH   SOLE   232,880 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,538 70,600 SH   SOLE   70,600 0 0
PRA GROUP INC COM 69354N106 1,222 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 188 2,010 SH   SOLE   2,010 0 0
PVH CORP COM 693656100 36,753 245,478 SH   SOLE   245,478 0 0
PACCAR INC COM 693718108 239 3,850 SH   SOLE   3,850 0 0
PANDORA MEDIA INC COM 698354107 5,103 647,620 SH   SOLE   647,620 0 0
PARSLEY ENERGY INC CL A 701877102 624 20,600 SH   SOLE   20,600 0 0
PAYCHEX INC COM 704326107 1,007 14,740 SH   SOLE   14,740 0 0
PAYCOM SOFTWARE INC COM 70432V102 353 3,570 SH   SOLE   3,570 0 0
PAYPAL HLDGS INC COM 70450Y103 35,598 427,504 SH   SOLE   427,504 0 0
PENN NATL GAMING INC COM 707569109 14,117 420,260 SH   SOLE   420,260 0 0
PENUMBRA INC COM 70975L107 3,577 25,890 SH   SOLE   25,890 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,916 25,120 SH   SOLE   25,120 0 0
PFIZER INC COM 717081103 236 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 5,191 101,669 SH   SOLE   101,669 0 0
PIONEER NAT RES CO COM 723787107 4,375 23,120 SH   SOLE   23,120 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 8,293 350,790 SH   SOLE   350,790 0 0
PLANET FITNESS INC CL A 72703H101 12,112 275,645 SH   SOLE   275,645 0 0
PLAYAGS INC COM 72814N104 5,537 204,550 SH   SOLE   204,550 0 0
PROCTER AND GAMBLE CO COM 742718109 297 3,800 SH   SOLE   3,800 0 0
PROOFPOINT INC COM 743424103 5,098 44,215 SH   SOLE   44,215 0 0
PURE STORAGE INC CL A 74624M102 12,023 503,479 SH   SOLE   503,479 0 0
QUALCOMM INC COM 747525103 390 6,950 SH   SOLE   6,950 0 0
RPC INC COM 749660106 567 38,900 SH   SOLE   38,900 0 0
RPM INTL INC COM 749685103 1,180 20,240 SH   SOLE   20,240 0 0
RANDGOLD RES LTD ADR 752344309 2,313 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 197 11,800 SH   SOLE   11,800 0 0
RAPID7 INC COM 753422104 9,623 340,987 SH   SOLE   340,987 0 0
REALPAGE INC COM 75606N109 18,851 342,129 SH   SOLE   342,129 0 0
RED HAT INC COM 756577102 16,355 121,715 SH   SOLE   121,715 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 1,502 88,225 SH   SOLE   88,225 0 0
RINGCENTRAL INC CL A 76680R206 12,708 180,633 SH   SOLE   180,633 0 0
ROCKWELL AUTOMATION INC COM 773903109 485 2,920 SH   SOLE   2,920 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 5,068 73,200 SH   SOLE   73,200 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 1,166 10,210 SH   SOLE   10,210 0 0
S&P GLOBAL INC COM 78409V104 34,824 170,796 SH   SOLE   170,796 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,382 28,500 SH   SOLE   28,500 0 0
SPS COMM INC COM 78463M107 5,410 73,619 SH   SOLE   73,619 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 13,194 216,300 SH   SOLE   216,300 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,877 113,236 SH   SOLE   113,236 0 0
SVB FINL GROUP COM 78486Q101 546 1,890 SH   SOLE   1,890 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,592 22,950 SH   SOLE   22,950 0 0
SAIA INC COM 78709Y105 4,558 56,381 SH   SOLE   56,381 0 0
SAREPTA THERAPEUTICS INC COM 803607100 9,183 69,470 SH   SOLE   69,470 0 0
SCHLUMBERGER LTD COM 806857108 37 551 SH   SOLE   551 0 0
SCHWAB CHARLES CORP NEW COM 808513105 52,477 1,026,943 SH   SOLE   1,026,943 0 0
SEALED AIR CORP NEW COM 81211K100 588 13,840 SH   SOLE   13,840 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 16,220 610,000 SH   SOLE   610,000 0 0
SEMTECH CORP COM 816850101 13,230 281,190 SH   SOLE   281,190 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 6,075 102,145 SH   SOLE   102,145 0 0
SERVICENOW INC COM 81762P102 27,314 158,370 SH   SOLE   158,370 0 0
SHUTTERFLY INC COM 82568P304 11,101 123,305 SH   SOLE   123,305 0 0
SIENTRA INC COM 82621J105 2,958 151,590 SH   SOLE   151,590 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 123 1,760 SH   SOLE   1,760 0 0
SMITH A O COM 831865209 5,455 92,225 SH   SOLE   92,225 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 650 13,530 SH   SOLE   13,530 0 0
SONIC CORP COM 835451105 1,545 44,885 SH   SOLE   44,885 0 0
SOUTHWEST AIRLS CO COM 844741108 2,078 40,840 SH   SOLE   40,840 0 0
SPLUNK INC COM 848637104 7,476 75,429 SH   SOLE   75,429 0 0
STARBUCKS CORP COM 855244109 2,380 48,720 SH   SOLE   48,720 0 0
STERICYCLE INC COM 858912108 1,690 25,890 SH   SOLE   25,890 0 0
STRAYER ED INC COM 863236105 10,526 93,145 SH   SOLE   93,145 0 0
STRYKER CORP COM 863667101 57 340 SH   SOLE   340 0 0
SUNCOR ENERGY INC NEW COM 867224107 5,349 131,490 SH   SOLE   131,490 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 691 77,534 SH   SOLE   77,534 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 18,065 301,845 SH   SOLE   301,845 0 0
SYNOVUS FINL CORP COM NEW 87161C501 17,158 324,779 SH   SOLE   324,779 0 0
TJX COS INC NEW COM 872540109 651 6,840 SH   SOLE   6,840 0 0
TABULA RASA HEALTHCARE INC COM 873379101 11,508 180,297 SH   SOLE   180,297 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 846 23,130 SH   SOLE   23,130 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 576 4,865 SH   SOLE   4,865 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 10,023 455,170 SH   SOLE   455,170 0 0
TAPESTRY INC COM 876030107 18,163 388,854 SH   SOLE   388,854 0 0
TARGA RES CORP COM 87612G101 2,348 47,450 SH   SOLE   47,450 0 0
TELEFLEX INC COM 879369106 6,383 23,800 SH   SOLE   23,800 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 8,898 265,050 SH   SOLE   265,050 0 0
TESLA INC COM 88160R101 16,995 49,554 SH   SOLE   49,554 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 512 5,595 SH   SOLE   5,595 0 0
TEXAS ROADHOUSE INC COM 882681109 14,722 224,725 SH   SOLE   224,725 0 0
THOR INDS INC COM 885160101 13,260 136,151 SH   SOLE   136,151 0 0
TIFFANY & CO NEW COM 886547108 16,904 128,449 SH   SOLE   128,449 0 0
TIVO CORP COM 88870P106 10 739 SH   SOLE   739 0 0
TOPBUILD CORP COM 89055F103 6,127 78,210 SH   SOLE   78,210 0 0
TOTAL S A SPONSORED ADR 89151E109 3,683 60,810 SH   SOLE   60,810 0 0
TRANSDIGM GROUP INC COM 893641100 300 870 SH   SOLE   870 0 0
TRIMBLE INC COM 896239100 2,007 61,120 SH   SOLE   61,120 0 0
TWILIO INC CL A 90138F102 9,563 170,705 SH   SOLE   170,705 0 0
TWITTER INC COM 90184L102 121 2,760 SH   SOLE   2,760 0 0
USA TECHNOLOGIES INC COM NO PAR 90328S500 11,356 811,120 SH   SOLE   811,120 0 0
UNDER ARMOUR INC CL A 904311107 1,018 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 1,068 50,656 SH   SOLE   50,656 0 0
UNION PAC CORP COM 907818108 36,674 258,850 SH   SOLE   258,850 0 0
UNIT CORP COM 909218109 256 10,030 SH   SOLE   10,030 0 0
UNITED RENTALS INC COM 911363109 25,433 172,285 SH   SOLE   172,285 0 0
UNITEDHEALTH GROUP INC COM 91324P102 60,733 247,546 SH   SOLE   247,546 0 0
UPLAND SOFTWARE INC COM 91544A109 8,507 247,514 SH   SOLE   247,514 0 0
V F CORP COM 918204108 7,494 91,926 SH   SOLE   91,926 0 0
VALERO ENERGY CORP NEW COM 91913Y100 28,853 260,333 SH   SOLE   260,333 0 0
VAREX IMAGING CORP COM 92214X106 311 8,372 SH   SOLE   8,372 0 0
VARIAN MED SYS INC COM 92220P105 2,380 20,930 SH   SOLE   20,930 0 0
VARONIS SYS INC COM 922280102 10,864 145,830 SH   SOLE   145,830 0 0
VEEVA SYS INC CL A COM 922475108 14,535 189,108 SH   SOLE   189,108 0 0
VERICEL CORP COM 92346J108 6,990 720,585 SH   SOLE   720,585 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,560 26,830 SH   SOLE   26,830 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 4,258 133,453 SH   SOLE   133,453 0 0
VISA INC COM CL A 92826C839 45,078 340,339 SH   SOLE   340,339 0 0
VONAGE HLDGS CORP COM 92886T201 17,944 1,392,097 SH   SOLE   1,392,097 0 0
VOYA FINL INC COM 929089100 5,292 112,605 SH   SOLE   112,605 0 0
WABCO HLDGS INC COM 92927K102 4,393 37,544 SH   SOLE   37,544 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 29 480 SH   SOLE   480 0 0
WATERS CORP COM 941848103 1,475 7,620 SH   SOLE   7,620 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 16,458 162,785 SH   SOLE   162,785 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 8,047 32,680 SH   SOLE   32,680 0 0
WESTERN ALLIANCE BANCORP COM 957638109 15,725 277,784 SH   SOLE   277,784 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 4,373 90,361 SH   SOLE   90,361 0 0
WHITING PETE CORP NEW COM NEW 966387409 2,265 42,960 SH   SOLE   42,960 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 7,201 177,410 SH   SOLE   177,410 0 0
WINTRUST FINL CORP COM 97650W108 351 4,030 SH   SOLE   4,030 0 0
WPX ENERGY INC COM 98212B103 9,864 547,100 SH   SOLE   547,100 0 0
XPO LOGISTICS INC COM 983793100 38,560 384,906 SH   SOLE   384,906 0 0
XILINX INC COM 983919101 458 7,020 SH   SOLE   7,020 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,482 95,445 SH   SOLE   95,445 0 0
ZENDESK INC COM 98936J101 9,378 172,100 SH   SOLE   172,100 0 0
ZIONS BANCORPORATION COM 989701107 2,101 39,875 SH   SOLE   39,875 0 0