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 31 232 SH   SOLE   232 0 0
ATLASSIAN CORP PLC CL A G06242104 508 5,710 SH   SOLE   5,710 0 0
CARDTRONICS PLC SHS CL A G1991C105 616 23,690 SH   SOLE   23,690 0 0
CREDICORP LTD COM G2519Y108 601 2,710 SH   SOLE   2,710 0 0
HELEN OF TROY CORP LTD COM G4388N106 7,002 53,375 SH   SOLE   53,375 0 0
HORIZON PHARMA PLC SHS G4617B105 5,724 292,960 SH   SOLE   292,960 0 0
ICON PLC SHS G4705A100 3,251 25,160 SH   SOLE   25,160 0 0
LIVANOVA PLC SHS G5509L101 6,337 69,285 SH   SOLE   69,285 0 0
MEDTRONIC PLC SHS G5960L103 44 480 SH   SOLE   480 0 0
APTIV PLC SHS G6095L109 97 1,570 SH   SOLE   1,570 0 0
NABORS INDUSTRIES LTD SHS G6359F103 45 22,400 SH   SOLE   22,400 0 0
NOVOCURE LTD ORD SHS G6674U108 8,287 247,513 SH   SOLE   247,513 0 0
QUOTIENT LTD SHS G73268107 462 75,480 SH   SOLE   75,480 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 180 21,400 SH   SOLE   21,400 0 0
STERIS PLC SHS USD G84720104 379 3,550 SH   SOLE   3,550 0 0
TRANSOCEAN LTD REG SHS H8817H100 1,491 214,820 SH   SOLE   214,820 0 0
FERRARI N V COM N3167Y103 661 6,650 SH   SOLE   6,650 0 0
INTERXION HOLDING N.V SHS N47279109 9,674 178,619 SH   SOLE   178,619 0 0
QIAGEN NV SHS NEW N72482123 2,713 78,740 SH   SOLE   78,740 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 9,839 361,445 SH   SOLE   361,445 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 484 24,425 SH   SOLE   24,425 0 0
AARONS INC COM PAR $0.50 002535300 5,185 123,300 SH   SOLE   123,300 0 0
ABIOMED INC COM 003654100 38,501 118,449 SH   SOLE   118,449 0 0
ADDUS HOMECARE CORP COM 006739106 7,557 111,335 SH   SOLE   111,335 0 0
ADOBE INC COM 00724F101 14,804 65,433 SH   SOLE   65,433 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 8,292 346,375 SH   SOLE   346,375 0 0
ADVANCED MICRO DEVICES INC COM 007903107 943 51,110 SH   SOLE   51,110 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,515 37,500 SH   SOLE   37,500 0 0
AGREE REALTY CORP COM 008492100 6,725 113,756 SH   SOLE   113,756 0 0
ALIGN TECHNOLOGY INC COM 016255101 14,031 66,998 SH   SOLE   66,998 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 1,411 81,380 SH   SOLE   81,380 0 0
ALPHABET INC CAP STK CL A 02079K305 52 50 SH   SOLE   50 0 0
ALPHABET INC CAP STK CL C 02079K107 53,978 52,122 SH   SOLE   52,122 1 0
AMAZON COM INC COM 023135106 60,022 39,962 SH   SOLE   39,962 2 0
AMEDISYS INC COM 023436108 9,094 77,655 SH   SOLE   77,655 0 0
AMERICAN EXPRESS CO COM 025816109 255 2,675 SH   SOLE   2,675 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 2,625 80,788 SH   SOLE   80,788 0 0
ANSYS INC COM 03662Q105 1,953 13,660 SH   SOLE   13,660 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 2,034 95,074 SH   SOLE   95,074 0 0
APPLE INC COM 037833100 34,152 216,510 SH   SOLE   216,510 0 0
APTARGROUP INC COM 038336103 9,522 101,220 SH   SOLE   101,220 0 0
ARISTA NETWORKS INC COM 040413106 6,340 30,092 SH   SOLE   30,092 0 0
BP PLC SPONSORED ADR 055622104 4,855 128,020 SH   SOLE   128,020 0 0
BADGER METER INC COM 056525108 5,977 121,457 SH   SOLE   121,457 0 0
BANCO DE CHILE SPONSORED ADS 059520106 496 17,346 SH   SOLE   17,346 0 0
BARRICK GOLD CORP COM 067901108 1,252 92,500 SH   SOLE   92,500 0 0
BENEFITFOCUS INC COM 08180D106 8,101 177,180 SH   SOLE   177,180 0 0
BERRY GLOBAL GROUP INC COM 08579W103 7,861 165,400 SH   SOLE   165,400 0 0
BIOGEN INC COM 09062X103 6,247 20,759 SH   SOLE   20,759 0 0
BIOTELEMETRY INC COM 090672106 12,858 215,311 SH   SOLE   215,311 0 0
BLUCORA INC COM 095229100 4,883 183,295 SH   SOLE   183,295 0 0
BOEING CO COM 097023105 37,471 116,188 SH   SOLE   116,188 0 0
BORGWARNER INC COM 099724106 359 10,340 SH   SOLE   10,340 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,149 19,280 SH   SOLE   19,280 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 213 2,210 SH   SOLE   2,210 0 0
BROWN & BROWN INC COM 115236101 3,039 110,260 SH   SOLE   110,260 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 761 26,261 SH   SOLE   26,261 0 0
BURLINGTON STORES INC COM 122017106 29,306 180,156 SH   SOLE   180,156 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 2,461 25,155 SH   SOLE   25,155 0 0
CDW CORP COM 12514G108 25,946 320,123 SH   SOLE   320,123 0 0
CME GROUP INC COM CL A 12572Q105 38,599 205,185 SH   SOLE   205,185 0 0
CNOOC LTD SPONSORED ADR 126132109 1,872 12,280 SH   SOLE   12,280 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 2,138 131,300 SH   SOLE   131,300 0 0
CVR ENERGY INC COM 12662P108 2,172 62,990 SH   SOLE   62,990 0 0
CABOT OIL & GAS CORP COM 127097103 1,895 84,770 SH   SOLE   84,770 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 4,627 162,410 SH   SOLE   162,410 0 0
CAREDX INC COM 14167L103 6,837 271,970 SH   SOLE   271,970 0 0
CARETRUST REIT INC COM 14174T107 2,176 117,885 SH   SOLE   117,885 0 0
CARRIZO OIL & GAS INC COM 144577103 183 16,200 SH   SOLE   16,200 0 0
CASEYS GEN STORES INC COM 147528103 13,134 102,500 SH   SOLE   102,500 0 0
CATERPILLAR INC DEL COM 149123101 33,987 267,465 SH   SOLE   267,465 0 0
CENTENE CORP DEL COM 15135B101 13,708 118,891 SH   SOLE   118,891 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,988 271,180 SH   SOLE   271,180 0 0
CHART INDS INC COM PAR $0.01 16115Q308 11,447 176,020 SH   SOLE   176,020 0 0
CHEGG INC COM 163092109 6,501 228,736 SH   SOLE   228,736 0 0
CHENIERE ENERGY INC COM NEW 16411R208 8,384 141,640 SH   SOLE   141,640 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 3,479 96,360 SH   SOLE   96,360 0 0
CHEVRON CORP NEW COM 166764100 9,574 88,005 SH   SOLE   88,005 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,216 31,390 SH   SOLE   31,390 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,330 5,395 SH   SOLE   5,395 0 0
CHURCH & DWIGHT INC COM 171340102 575 8,750 SH   SOLE   8,750 0 0
CINTAS CORP COM 172908105 2,738 16,300 SH   SOLE   16,300 0 0
CITIGROUP INC COM NEW 172967424 417 8,010 SH   SOLE   8,010 0 0
CLEAN HARBORS INC COM 184496107 6,400 129,678 SH   SOLE   129,678 0 0
COCA COLA CO COM 191216100 323 6,820 SH   SOLE   6,820 0 0
CODEXIS INC COM 192005106 4,885 292,542 SH   SOLE   292,542 0 0
CONCHO RES INC COM 20605P101 6,007 58,440 SH   SOLE   58,440 0 0
CONOCOPHILLIPS COM 20825C104 6,139 98,460 SH   SOLE   98,460 0 0
CONTINENTAL RESOURCES INC COM 212015101 18,224 453,440 SH   SOLE   453,440 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 10,164 201,540 SH   SOLE   201,540 0 0
COSTCO WHSL CORP NEW COM 22160K105 31,268 153,494 SH   SOLE   153,494 0 0
COVIA HLDGS CORP COM 22305A103 58 16,940 SH   SOLE   16,940 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,696 60,770 SH   SOLE   60,770 0 0
CROWN HOLDINGS INC COM 228368106 8,951 215,320 SH   SOLE   215,320 0 0
CRYOLIFE INC COM 228903100 6,738 237,408 SH   SOLE   237,408 0 0
CUBIC CORP COM 229669106 6,204 115,445 SH   SOLE   115,445 0 0
CUMMINS INC COM 231021106 40 300 SH   SOLE   300 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 1,698 64,099 SH   SOLE   64,099 0 0
DARDEN RESTAURANTS INC COM 237194105 492 4,930 SH   SOLE   4,930 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 5,159 115,770 SH   SOLE   115,770 0 0
DECKERS OUTDOOR CORP COM 243537107 3,553 27,770 SH   SOLE   27,770 0 0
DENTSPLY SIRONA INC COM 24906P109 477 12,820 SH   SOLE   12,820 0 0
DEXCOM INC COM 252131107 20,499 171,108 SH   SOLE   171,108 0 0
DIAMONDBACK ENERGY INC COM 25278X109 12,022 129,682 SH   SOLE   129,682 0 0
DICKS SPORTING GOODS INC COM 253393102 1,142 36,600 SH   SOLE   36,600 0 0
DINE BRANDS GLOBAL INC COM 254423106 6,633 98,495 SH   SOLE   98,495 0 0
DISNEY WALT CO COM DISNEY 254687106 219 2,000 SH   SOLE   2,000 0 0
DOLBY LABORATORIES INC COM 25659T107 703 11,370 SH   SOLE   11,370 0 0
DORMAN PRODUCTS INC COM 258278100 5,713 63,465 SH   SOLE   63,465 0 0
DULUTH HLDGS INC COM CL B 26443V101 2,743 108,705 SH   SOLE   108,705 0 0
DUNKIN BRANDS GROUP INC COM 265504100 1,917 29,900 SH   SOLE   29,900 0 0
EOG RES INC COM 26875P101 26,100 299,281 SH   SOLE   299,281 0 0
EQT CORP COM 26884L109 173 9,139 SH   SOLE   9,139 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 1,985 45,903 SH   SOLE   45,903 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 418 9,520 SH   SOLE   9,520 0 0
EASTGROUP PPTY INC COM 277276101 1,667 18,175 SH   SOLE   18,175 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 611 3,990 SH   SOLE   3,990 0 0
EHEALTH INC COM 28238P109 6,791 176,756 SH   SOLE   176,756 0 0
ELDORADO RESORTS INC COM 28470R102 11,718 323,600 SH   SOLE   323,600 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 963 71,200 SH   SOLE   71,200 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 11,972 906,246 SH   SOLE   906,246 0 0
ENERSYS COM 29275Y102 9,134 117,685 SH   SOLE   117,685 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 790 71,750 SH   SOLE   71,750 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 13,264 539,420 SH   SOLE   539,420 0 0
EQUINOR ASA SPONSORED ADR 29446M102 3,477 164,260 SH   SOLE   164,260 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 146 7,311 SH   SOLE   7,311 0 0
ETSY INC COM 29786A106 11,227 236,010 SH   SOLE   236,010 0 0
EURONET WORLDWIDE INC COM 298736109 3,863 37,730 SH   SOLE   37,730 0 0
EVERTEC INC COM 30040P103 12,189 424,713 SH   SOLE   424,713 0 0
EXACT SCIENCES CORP COM 30063P105 1,574 24,940 SH   SOLE   24,940 0 0
EXXON MOBIL CORP COM 30231G102 8,404 123,250 SH   SOLE   123,250 0 0
FLIR SYS INC COM 302445101 185 4,260 SH   SOLE   4,260 0 0
FACEBOOK INC CL A 30303M102 14,910 113,738 SH   SOLE   113,738 0 0
FASTENAL CO COM 311900104 1,893 36,210 SH   SOLE   36,210 0 0
FEDEX CORP COM 31428X106 10,383 64,357 SH   SOLE   64,357 0 0
F5 NETWORKS INC COM 315616102 1,034 6,380 SH   SOLE   6,380 0 0
FIREEYE INC COM 31816Q101 7,536 464,875 SH   SOLE   464,875 0 0
FIRSTCASH INC COM 33767D105 8,076 111,630 SH   SOLE   111,630 0 0
FISERV INC COM 337738108 7,190 97,840 SH   SOLE   97,840 0 0
FIVE BELOW INC COM 33829M101 11,147 108,945 SH   SOLE   108,945 0 0
FORTINET INC COM 34959E109 1,319 18,725 SH   SOLE   18,725 0 0
FOX FACTORY HLDG CORP COM 35138V102 6,675 113,385 SH   SOLE   113,385 0 0
FRESHPET INC COM 358039105 4,824 150,010 SH   SOLE   150,010 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 782 33,860 SH   SOLE   33,860 0 0
GALAPAGOS NV SPON ADR 36315X101 760 8,280 SH   SOLE   8,280 0 0
GENESEE & WYO INC CL A 371559105 204 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 2,128 105,300 SH   SOLE   105,300 0 0
GENOMIC HEALTH INC COM 37244C101 6,010 93,315 SH   SOLE   93,315 0 0
GILEAD SCIENCES INC COM 375558103 6,122 97,868 SH   SOLE   97,868 0 0
GILDAN ACTIVEWEAR INC COM 375916103 1,846 60,790 SH   SOLE   60,790 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 3,736 91,015 SH   SOLE   91,015 0 0
GLOBAL PMTS INC COM 37940X102 604 5,860 SH   SOLE   5,860 0 0
GODADDY INC CL A 380237107 1,506 22,955 SH   SOLE   22,955 0 0
GRAND CANYON ED INC COM 38526M106 10,396 108,130 SH   SOLE   108,130 0 0
GREEN DOT CORP CL A 39304D102 12,548 157,799 SH   SOLE   157,799 0 0
GRUBHUB INC COM 400110102 1,559 20,295 SH   SOLE   20,295 0 0
HCP INC COM 40414L109 200 7,155 SH   SOLE   7,155 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 630 6,080 SH   SOLE   6,080 0 0
HD SUPPLY HLDGS INC COM 40416M105 554 14,770 SH   SOLE   14,770 0 0
HMS HLDGS CORP COM 40425J101 5,233 186,025 SH   SOLE   186,025 0 0
HAEMONETICS CORP COM 405024100 11,347 113,412 SH   SOLE   113,412 0 0
HALLIBURTON CO COM 406216101 18 690 SH   SOLE   690 0 0
HARLEY DAVIDSON INC COM 412822108 265 7,763 SH   SOLE   7,763 0 0
HARSCO CORP COM 415864107 4,273 215,165 SH   SOLE   215,165 0 0
HEALTHCARE SVCS GRP INC COM 421906108 6,338 157,740 SH   SOLE   157,740 0 0
HEALTHEQUITY INC COM 42226A107 195 3,265 SH   SOLE   3,265 0 0
HEICO CORP NEW COM 422806109 1,675 21,615 SH   SOLE   21,615 0 0
HESS CORP COM 42809H107 3,728 92,040 SH   SOLE   92,040 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 620 36,535 SH   SOLE   36,535 0 0
HEXCEL CORP NEW COM 428291108 4,230 73,775 SH   SOLE   73,775 0 0
HOLLYFRONTIER CORP COM 436106108 1,970 38,540 SH   SOLE   38,540 0 0
HOME DEPOT INC COM 437076102 395 2,300 SH   SOLE   2,300 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 680 23,760 SH   SOLE   23,760 0 0
HUNT J B TRANS SVCS INC COM 445658107 21,896 235,342 SH   SOLE   235,342 0 0
IAC INTERACTIVECORP COM 44919P508 2,489 13,600 SH   SOLE   13,600 0 0
ITT INC COM 45073V108 8,102 167,840 SH   SOLE   167,840 0 0
ILLINOIS TOOL WKS INC COM 452308109 98 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 33,956 113,212 SH   SOLE   113,212 0 0
INFOSYS LTD SPONSORED ADR 456788108 436 45,800 SH   SOLE   45,800 0 0
INGEVITY CORP COM 45688C107 6,911 82,579 SH   SOLE   82,579 0 0
INSPIRE MED SYS INC COM 457730109 5,165 122,255 SH   SOLE   122,255 0 0
INTEL CORP COM 458140100 103 2,200 SH   SOLE   2,200 0 0
INTEGER HLDGS CORP COM 45826H109 10,034 131,575 SH   SOLE   131,575 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 19,283 125,000 SH   SOLE   125,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,144 21,180 SH   SOLE   21,180 0 0
IQVIA HLDGS INC COM 46266C105 24,742 212,985 SH   SOLE   212,985 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,616 27,500 SH   SOLE   27,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 78 2,000 SH   SOLE   2,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 3,478 26,570 SH   SOLE   26,570 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 84 500 SH   SOLE   500 0 0
ISHARES TR RUS MD CP GR ETF 464287481 1,503 13,220 SH   SOLE   13,220 0 0
ISHARES TR 20 YR TR BD ETF 464287432 47,304 389,300 SH   SOLE   389,300 0 0
ISHARES TR CUR HED MSCI GER 46434V704 2,375 100,000 SH   SOLE   100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 5,955 61,000 SH   SOLE   61,000 0 0
KBR INC COM 48242W106 4,998 329,250 SH   SOLE   329,250 0 0
KLA-TENCOR CORP COM 482480100 200 2,240 SH   SOLE   2,240 0 0
KEMPER CORP DEL COM 488401100 10,042 151,285 SH   SOLE   151,285 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 514 8,280 SH   SOLE   8,280 0 0
KINDER MORGAN INC DEL COM 49456B101 3,690 239,890 SH   SOLE   239,890 0 0
LHC GROUP INC COM 50187A107 9,047 96,370 SH   SOLE   96,370 0 0
LPL FINL HLDGS INC COM 50212V100 4,615 75,555 SH   SOLE   75,555 0 0
LEIDOS HLDGS INC COM 525327102 2,509 47,585 SH   SOLE   47,585 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 5,397 39,775 SH   SOLE   39,775 0 0
LILLY ELI & CO COM 532457108 43,494 375,852 SH   SOLE   375,852 0 0
LINCOLN ELEC HLDGS INC COM 533900106 528 6,700 SH   SOLE   6,700 0 0
LIVEPERSON INC COM 538146101 2,084 110,514 SH   SOLE   110,514 0 0
LULULEMON ATHLETICA INC COM 550021109 510 4,190 SH   SOLE   4,190 0 0
MPLX LP COM UNIT REP LTD 55336V100 7,880 260,078 SH   SOLE   260,078 0 0
MSCI INC COM 55354G100 363 2,460 SH   SOLE   2,460 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 9,723 170,402 SH   SOLE   170,402 0 0
MANTECH INTL CORP CL A 564563104 9,803 187,454 SH   SOLE   187,454 0 0
MARATHON OIL CORP COM 565849106 4,034 281,280 SH   SOLE   281,280 0 0
MARATHON PETE CORP COM 56585A102 3,811 64,588 SH   SOLE   64,588 0 0
MARKETAXESS HLDGS INC COM 57060D108 2,542 12,030 SH   SOLE   12,030 0 0
MASIMO CORP COM 574795100 5,151 47,975 SH   SOLE   47,975 0 0
MCCORMICK & CO INC COM NON VTG 579780206 458 3,290 SH   SOLE   3,290 0 0
MERCK & CO INC COM 58933Y105 23,266 304,492 SH   SOLE   304,492 0 0
MERIT MED SYS INC COM 589889104 10,599 189,911 SH   SOLE   189,911 0 0
MICROSOFT CORP COM 594918104 56,907 560,269 SH   SOLE   560,269 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 15,666 217,819 SH   SOLE   217,819 0 0
MIDDLEBY CORP COM 596278101 14,446 140,624 SH   SOLE   140,624 0 0
MOLINA HEALTHCARE INC COM 60855R100 7,599 65,385 SH   SOLE   65,385 0 0
MONRO INC COM 610236101 12,217 177,705 SH   SOLE   177,705 0 0
MOOG INC CL A 615394202 2,040 26,330 SH   SOLE   26,330 0 0
MORGAN STANLEY COM NEW 617446448 12,784 322,429 SH   SOLE   322,429 0 0
MURPHY OIL CORP COM 626717102 7 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 5 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 662 22,760 SH   SOLE   22,760 0 0
MYOKARDIA INC COM 62857M105 1,101 22,540 SH   SOLE   22,540 0 0
NV5 GLOBAL INC COM 62945V109 8,503 140,435 SH   SOLE   140,435 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 2,889 59,565 SH   SOLE   59,565 0 0
NEOGENOMICS INC COM NEW 64049M209 8,502 674,234 SH   SOLE   674,234 0 0
NETFLIX INC COM 64110L106 27,956 104,445 SH   SOLE   104,445 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,126 15,775 SH   SOLE   15,775 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 397 7,240 SH   SOLE   7,240 0 0
NEW RELIC INC COM 64829B100 4,488 55,425 SH   SOLE   55,425 0 0
NEWFIELD EXPL CO COM 651290108 107 7,300 SH   SOLE   7,300 0 0
NICE LTD SPONSORED ADR 653656108 2,922 27,000 SH   SOLE   27,000 0 0
NIKE INC CL B 654106103 17,555 236,782 SH   SOLE   236,782 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 596 20,664 SH   SOLE   20,664 0 0
NOODLES & CO COM CL A 65540B105 3,858 551,921 SH   SOLE   551,921 0 0
NORDSON CORP COM 655663102 232 1,940 SH   SOLE   1,940 0 0
OASIS PETE INC NEW COM 674215108 960 173,590 SH   SOLE   173,590 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,689 27,510 SH   SOLE   27,510 0 0
ONEOK INC NEW COM 682680103 1,577 29,234 SH   SOLE   29,234 0 0
OWENS CORNING NEW COM 690742101 4,265 96,985 SH   SOLE   96,985 0 0
PDC ENERGY INC COM 69327R101 327 11,000 SH   SOLE   11,000 0 0
PRA GROUP INC COM 69354N106 773 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 394 4,280 SH   SOLE   4,280 0 0
PVH CORP COM 693656100 6,637 71,399 SH   SOLE   71,399 0 0
PTC THERAPEUTICS INC COM 69366J200 3,284 95,695 SH   SOLE   95,695 0 0
PTC INC COM 69370C100 1,422 17,150 SH   SOLE   17,150 0 0
PACCAR INC COM 693718108 220 3,850 SH   SOLE   3,850 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 5,138 119,440 SH   SOLE   119,440 0 0
PARSLEY ENERGY INC CL A 701877102 329 20,600 SH   SOLE   20,600 0 0
PAYCHEX INC COM 704326107 960 14,740 SH   SOLE   14,740 0 0
PAYCOM SOFTWARE INC COM 70432V102 380 3,100 SH   SOLE   3,100 0 0
PAYPAL HLDGS INC COM 70450Y103 18,428 219,144 SH   SOLE   219,144 0 0
PETIQ INC COM CL A 71639T106 3,627 154,557 SH   SOLE   154,557 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,546 25,120 SH   SOLE   25,120 0 0
PFIZER INC COM 717081103 284 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 4,281 101,669 SH   SOLE   101,669 0 0
PIONEER NAT RES CO COM 723787107 5,245 39,880 SH   SOLE   39,880 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 6,760 337,330 SH   SOLE   337,330 0 0
PLANET FITNESS INC CL A 72703H101 9,420 175,675 SH   SOLE   175,675 0 0
PLAYAGS INC COM 72814N104 4,448 193,395 SH   SOLE   193,395 0 0
POST HLDGS INC COM 737446104 10,335 115,950 SH   SOLE   115,950 0 0
PROCTER AND GAMBLE CO COM 742718109 349 3,800 SH   SOLE   3,800 0 0
QUALCOMM INC COM 747525103 396 6,950 SH   SOLE   6,950 0 0
QUINSTREET INC COM 74874Q100 5,382 331,624 SH   SOLE   331,624 0 0
R1 RCM INC COM 749397105 4,756 598,206 SH   SOLE   598,206 0 0
RPC INC COM 749660106 384 38,900 SH   SOLE   38,900 0 0
RPM INTL INC COM 749685103 1,190 20,240 SH   SOLE   20,240 0 0
RANDGOLD RES LTD ADR 752344309 2,454 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 955 99,800 SH   SOLE   99,800 0 0
RAPID7 INC COM 753422104 10,526 337,792 SH   SOLE   337,792 0 0
REALPAGE INC COM 75606N109 3,883 80,579 SH   SOLE   80,579 0 0
RED HAT INC COM 756577102 207 1,180 SH   SOLE   1,180 0 0
RINGCENTRAL INC CL A 76680R206 9,087 110,228 SH   SOLE   110,228 0 0
ROCKWELL AUTOMATION INC COM 773903109 340 2,260 SH   SOLE   2,260 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4,265 73,200 SH   SOLE   73,200 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 493 6,910 SH   SOLE   6,910 0 0
S&P GLOBAL INC COM 78409V104 24,630 144,932 SH   SOLE   144,932 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,456 28,500 SH   SOLE   28,500 0 0
SPS COMM INC COM 78463M107 3,826 46,439 SH   SOLE   46,439 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,101 24,415 SH   SOLE   24,415 0 0
SVB FINL GROUP COM 78486Q101 359 1,890 SH   SOLE   1,890 0 0
SALESFORCE COM INC COM 79466L302 23,957 174,905 SH   SOLE   174,905 0 0
SAREPTA THERAPEUTICS INC COM 803607100 1,247 11,430 SH   SOLE   11,430 0 0
SCHWAB CHARLES CORP NEW COM 808513105 24,579 591,829 SH   SOLE   591,829 0 0
SEALED AIR CORP NEW COM 81211K100 482 13,840 SH   SOLE   13,840 0 0
SEAWORLD ENTMT INC COM 81282V100 5,650 255,785 SH   SOLE   255,785 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 14,530 610,000 SH   SOLE   610,000 0 0
SERVICE CORP INTL COM 817565104 2,296 57,030 SH   SOLE   57,030 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 6,498 176,855 SH   SOLE   176,855 0 0
SERVICENOW INC COM 81762P102 28,213 158,456 SH   SOLE   158,456 0 0
SIMPLY GOOD FOODS CO COM 82900L102 7,326 387,619 SH   SOLE   387,619 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 5,828 107,661 SH   SOLE   107,661 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 172 3,085 SH   SOLE   3,085 0 0
SLEEP NUMBER CORP COM 83125X103 3,917 123,457 SH   SOLE   123,457 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 518 13,530 SH   SOLE   13,530 0 0
SOUTHWEST AIRLS CO COM 844741108 1,898 40,840 SH   SOLE   40,840 0 0
SOUTHWESTERN ENERGY CO COM 845467109 1,786 523,800 SH   SOLE   523,800 0 0
SPIRIT AIRLS INC COM 848577102 8,376 144,610 SH   SOLE   144,610 0 0
SPLUNK INC COM 848637104 9,776 93,239 SH   SOLE   93,239 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 7,403 231,984 SH   SOLE   231,984 0 0
STARBUCKS CORP COM 855244109 3,138 48,720 SH   SOLE   48,720 0 0
STERICYCLE INC COM 858912108 950 25,890 SH   SOLE   25,890 0 0
STRATEGIC ED INC COM 86272C103 11,368 100,225 SH   SOLE   100,225 0 0
STRYKER CORP COM 863667101 53 340 SH   SOLE   340 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,839 65,745 SH   SOLE   65,745 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 419 137,727 SH   SOLE   137,727 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 142 4,280 SH   SOLE   4,280 0 0
SURMODICS INC COM 868873100 2,938 62,170 SH   SOLE   62,170 0 0
TJX COS INC NEW COM 872540109 612 13,680 SH   SOLE   13,680 0 0
TPI COMPOSITES INC COM 87266J104 5,008 203,753 SH   SOLE   203,753 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 4,555 100,006 SH   SOLE   100,006 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 854 23,130 SH   SOLE   23,130 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 501 4,865 SH   SOLE   4,865 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 10,638 280,180 SH   SOLE   280,180 0 0
TARGA RES CORP COM 87612G101 2,309 64,090 SH   SOLE   64,090 0 0
TESLA INC COM 88160R101 15,047 45,214 SH   SOLE   45,214 0 0
THE TRADE DESK INC COM CL A 88339J105 7,227 62,270 SH   SOLE   62,270 0 0
THOR INDS INC COM 885160101 6,411 123,291 SH   SOLE   123,291 0 0
TIFFANY & CO NEW COM 886547108 159 1,980 SH   SOLE   1,980 0 0
TIVO CORP COM 88870P106 7 739 SH   SOLE   739 0 0
TOTAL S A SPONSORED ADR 89151E109 1,228 23,540 SH   SOLE   23,540 0 0
TRANSDIGM GROUP INC COM 893641100 296 870 SH   SOLE   870 0 0
TRANSUNION COM 89400J107 11,923 209,908 SH   SOLE   209,908 0 0
TRIMBLE INC COM 896239100 1,887 57,340 SH   SOLE   57,340 0 0
TWILIO INC CL A 90138F102 7,556 84,615 SH   SOLE   84,615 0 0
ULTA BEAUTY INC COM 90384S303 23,769 97,081 SH   SOLE   97,081 0 0
UNDER ARMOUR INC CL A 904311107 800 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 819 50,656 SH   SOLE   50,656 0 0
UNIT CORP COM 909218109 137 9,600 SH   SOLE   9,600 0 0
UNITED RENTALS INC COM 911363109 19,128 186,558 SH   SOLE   186,558 0 0
UNITEDHEALTH GROUP INC COM 91324P102 44,851 180,037 SH   SOLE   180,037 0 0
UPLAND SOFTWARE INC COM 91544A109 5,392 198,394 SH   SOLE   198,394 0 0
VALERO ENERGY CORP NEW COM 91913Y100 920 12,270 SH   SOLE   12,270 0 0
VAREX IMAGING CORP COM 92214X106 198 8,372 SH   SOLE   8,372 0 0
VARIAN MED SYS INC COM 92220P105 2,372 20,930 SH   SOLE   20,930 0 0
VEEVA SYS INC CL A COM 922475108 2,748 30,765 SH   SOLE   30,765 0 0
VERINT SYS INC COM 92343X100 6,700 158,360 SH   SOLE   158,360 0 0
VERICEL CORP COM 92346J108 6,993 401,922 SH   SOLE   401,922 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,446 26,830 SH   SOLE   26,830 0 0
VICI PPTYS INC COM 925652109 1,830 97,435 SH   SOLE   97,435 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 3,105 119,243 SH   SOLE   119,243 0 0
VISA INC COM CL A 92826C839 51,325 389,000 SH   SOLE   389,000 0 0
VOCERA COMMUNICATIONS INC COM 92857F107 5,426 137,900 SH   SOLE   137,900 0 0
WAITR HLDGS INC COM 930752100 1,698 152,250 SH   SOLE   152,250 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 33 480 SH   SOLE   480 0 0
WATERS CORP COM 941848103 1,438 7,620 SH   SOLE   7,620 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 3,572 15,130 SH   SOLE   15,130 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 2,461 25,105 SH   SOLE   25,105 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 4,000 94,711 SH   SOLE   94,711 0 0
WILLIAMS COS INC DEL COM 969457100 2,134 96,781 SH   SOLE   96,781 0 0
WILLSCOT CORP COM 971375126 2,983 316,645 SH   SOLE   316,645 0 0
WORKDAY INC CL A 98138H101 128 800 SH   SOLE   800 0 0
WORLD FUEL SVCS CORP COM 981475106 3,119 145,675 SH   SOLE   145,675 0 0
WPX ENERGY INC COM 98212B103 3,612 318,270 SH   SOLE   318,270 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,284 138,505 SH   SOLE   138,505 0 0
XPO LOGISTICS INC COM 983793100 2,767 48,510 SH   SOLE   48,510 0 0
XILINX INC COM 983919101 3,956 46,444 SH   SOLE   46,444 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 428 2,690 SH   SOLE   2,690 0 0
ZENDESK INC COM 98936J101 5,413 92,730 SH   SOLE   92,730 0 0