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
ARCO PLATFORM LTD COM CL A G04553106 665 15,180 SH   SOLE   15,180 0 0
ATLASSIAN CORP PLC CL A G06242104 878 6,710 SH   SOLE   6,710 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 2,944 67,240 SH   SOLE   67,240 0 0
CARDTRONICS PLC SHS CL A G1991C105 863 31,585 SH   SOLE   31,585 0 0
CREDICORP LTD COM G2519Y108 620 2,710 SH   SOLE   2,710 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 509 9,000 SH   SOLE   9,000 0 0
HORIZON PHARMA PLC SHS G4617B105 8,733 362,980 SH   SOLE   362,980 0 0
ICON PLC SHS G4705A100 627 4,070 SH   SOLE   4,070 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,386 99,955 SH   SOLE   99,955 0 0
MEDTRONIC PLC SHS G5960L103 34,414 353,360 SH   SOLE   353,360 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 853 21,900 SH   SOLE   21,900 0 0
QUOTIENT LTD SHS G73268107 936 100,130 SH   SOLE   100,130 0 0
STERIS PLC SHS USD G8473T100 805 5,410 SH   SOLE   5,410 0 0
ELASTIC N V ORD SHS N14506104 295 3,945 SH   SOLE   3,945 0 0
FERRARI N V COM N3167Y103 880 5,450 SH   SOLE   5,450 0 0
INTERXION HOLDING N.V SHS N47279109 13,315 174,990 SH   SOLE   174,990 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 11,346 380,493 SH   SOLE   380,493 0 0
AARONS INC COM PAR $0.50 002535300 12,052 196,259 SH   SOLE   196,259 0 0
ABIOMED INC COM 003654100 32,905 126,320 SH   SOLE   126,320 0 0
ADDUS HOMECARE CORP COM 006739106 6,847 91,350 SH   SOLE   91,350 0 0
ADOBE INC COM 00724F101 37,185 126,199 SH   SOLE   126,199 0 0
ADVANCED MICRO DEVICES INC COM 007903107 796 26,215 SH   SOLE   26,215 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,922 37,500 SH   SOLE   37,500 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 7,800 319,668 SH   SOLE   319,668 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30,487 179,917 SH   SOLE   179,917 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 1,382 81,380 SH   SOLE   81,380 0 0
ALPHABET INC CAP STK CL A 02079K305 54 50 SH   SOLE   50 0 0
ALPHABET INC CAP STK CL C 02079K107 42,317 39,149 SH   SOLE   39,149 0 0
ALTERYX INC COM CL A 02156B103 12,182 111,640 SH   SOLE   111,640 1 0
ALTRA INDL MOTION CORP COM 02208R106 8,290 231,047 SH   SOLE   231,047 2 0
AMAZON COM INC COM 023135106 59,517 31,430 SH   SOLE   31,430 0 0
AMERICAN EXPRESS CO COM 025816109 330 2,675 SH   SOLE   2,675 0 0
ANAPLAN INC COM 03272L108 6,104 120,935 SH   SOLE   120,935 0 0
ANSYS INC COM 03662Q105 3,117 15,220 SH   SOLE   15,220 0 0
APPLE INC COM 037833100 38,032 192,160 SH   SOLE   192,160 0 0
ARGAN INC COM 04010E109 4,733 116,689 SH   SOLE   116,689 0 0
ARISTA NETWORKS INC COM 040413106 197 760 SH   SOLE   760 0 0
ARRAY BIOPHARMA INC COM 04269X105 7,517 162,251 SH   SOLE   162,251 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 472 4,100 SH   SOLE   4,100 0 0
ASPEN TECHNOLOGY INC COM 045327103 3,035 24,420 SH   SOLE   24,420 0 0
AVALARA INC COM 05338G106 11,216 155,350 SH   SOLE   155,350 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 9,431 357,229 SH   SOLE   357,229 0 0
BP PLC SPONSORED ADR 055622104 5,817 139,495 SH   SOLE   139,495 0 0
BANCO DE CHILE SPONSORED ADS 059520106 515 17,346 SH   SOLE   17,346 0 0
BANDWIDTH INC COM CL A 05988J103 5,464 72,830 SH   SOLE   72,830 0 0
BARRICK GOLD CORPORATION COM 067901108 4,358 276,340 SH   SOLE   276,340 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,693 165,290 SH   SOLE   165,290 0 0
BHP GROUP LTD SPONSORED ADS 088606108 2,814 48,430 SH   SOLE   48,430 0 0
BLACK KNIGHT INC COM 09215C105 3,986 66,275 SH   SOLE   66,275 0 0
BOEING CO COM 097023105 39,590 108,761 SH   SOLE   108,761 0 0
BORGWARNER INC COM 099724106 434 10,340 SH   SOLE   10,340 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 308 2,040 SH   SOLE   2,040 0 0
BRINKS CO COM 109696104 13,386 164,897 SH   SOLE   164,897 0 0
BROADCOM INC COM 11135F101 24,607 85,482 SH   SOLE   85,482 0 0
BROOKS AUTOMATION INC COM 114340102 8,161 210,619 SH   SOLE   210,619 0 0
BROWN & BROWN INC COM 115236101 3,473 103,670 SH   SOLE   103,670 0 0
BRUKER CORP COM 116794108 292 5,840 SH   SOLE   5,840 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 3,110 75,771 SH   SOLE   75,771 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,974 294,995 SH   SOLE   294,995 0 0
BURLINGTON STORES INC COM 122017106 24,190 142,166 SH   SOLE   142,166 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 495 4,780 SH   SOLE   4,780 0 0
CDW CORP COM 12514G108 30,107 271,237 SH   SOLE   271,237 0 0
CME GROUP INC COM CL A 12572Q105 37,444 192,902 SH   SOLE   192,902 0 0
CNOOC LTD SPONSORED ADR 126132109 2,092 12,280 SH   SOLE   12,280 0 0
CSX CORP COM 126408103 9,644 124,643 SH   SOLE   124,643 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 930 66,220 SH   SOLE   66,220 0 0
CVR ENERGY INC COM 12662P108 3,149 62,990 SH   SOLE   62,990 0 0
CABOT OIL & GAS CORP COM 127097103 971 42,280 SH   SOLE   42,280 0 0
CARETRUST REIT INC COM 14174T107 5,612 235,995 SH   SOLE   235,995 0 0
CATALENT INC COM 148806102 11,395 210,205 SH   SOLE   210,205 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 959 126,405 SH   SOLE   126,405 0 0
CENTURY CMNTYS INC COM 156504300 5,166 194,360 SH   SOLE   194,360 0 0
CHEGG INC COM 163092109 9,409 243,810 SH   SOLE   243,810 0 0
CHENIERE ENERGY INC COM NEW 16411R208 8,124 118,690 SH   SOLE   118,690 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 4,064 96,360 SH   SOLE   96,360 0 0
CHEVRON CORP NEW COM 166764100 4,819 38,725 SH   SOLE   38,725 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,141 31,390 SH   SOLE   31,390 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,719 3,710 SH   SOLE   3,710 0 0
CHURCH & DWIGHT INC COM 171340102 762 10,430 SH   SOLE   10,430 0 0
CINTAS CORP COM 172908105 23,854 100,525 SH   SOLE   100,525 0 0
CITIGROUP INC COM NEW 172967424 561 8,010 SH   SOLE   8,010 0 0
CLEAN HARBORS INC COM 184496107 12,554 176,565 SH   SOLE   176,565 0 0
COCA COLA CO COM 191216100 347 6,820 SH   SOLE   6,820 0 0
CONCHO RES INC COM 20605P101 694 6,730 SH   SOLE   6,730 0 0
CONOCOPHILLIPS COM 20825C104 4,703 77,100 SH   SOLE   77,100 0 0
CONSTELLATION BRANDS INC CL A 21036P108 22,161 112,527 SH   SOLE   112,527 0 0
CONTINENTAL RESOURCES INC COM 212015101 19,021 451,917 SH   SOLE   451,917 0 0
COSTCO WHSL CORP NEW COM 22160K105 25,026 94,704 SH   SOLE   94,704 0 0
COUPA SOFTWARE INC COM 22266L106 168 1,330 SH   SOLE   1,330 0 0
CREE INC COM 225447101 10,888 193,800 SH   SOLE   193,800 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,276 35,680 SH   SOLE   35,680 0 0
CROWN HOLDINGS INC COM 228368106 11,455 187,486 SH   SOLE   187,486 0 0
CUMMINS INC COM 231021106 51 300 SH   SOLE   300 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 6,900 310,242 SH   SOLE   310,242 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 1,878 64,099 SH   SOLE   64,099 0 0
D R HORTON INC COM 23331A109 489 11,330 SH   SOLE   11,330 0 0
DARDEN RESTAURANTS INC COM 237194105 566 4,650 SH   SOLE   4,650 0 0
DELEK US HLDGS INC NEW COM 24665A103 2,832 69,895 SH   SOLE   69,895 0 0
DENTSPLY SIRONA INC COM 24906P109 698 11,960 SH   SOLE   11,960 0 0
DEXCOM INC COM 252131107 15,045 100,407 SH   SOLE   100,407 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,373 67,659 SH   SOLE   67,659 0 0
DICKS SPORTING GOODS INC COM 253393102 1,205 34,810 SH   SOLE   34,810 0 0
DINE BRANDS GLOBAL INC COM 254423106 6,265 65,624 SH   SOLE   65,624 0 0
DISNEY WALT CO COM DISNEY 254687106 38,151 273,212 SH   SOLE   273,212 0 0
EOG RES INC COM 26875P101 6,040 64,830 SH   SOLE   64,830 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,051 45,903 SH   SOLE   45,903 0 0
EVO PMTS INC CL A COM 26927E104 3,680 116,730 SH   SOLE   116,730 0 0
EAGLE MATERIALS INC COM 26969P108 10,826 116,780 SH   SOLE   116,780 0 0
EASTGROUP PPTY INC COM 277276101 2,065 17,805 SH   SOLE   17,805 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 466 2,520 SH   SOLE   2,520 0 0
ELDORADO RESORTS INC COM 28470R102 4,926 106,925 SH   SOLE   106,925 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 976 71,200 SH   SOLE   71,200 0 0
ENBRIDGE INC COM 29250N105 1,852 51,330 SH   SOLE   51,330 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 12,760 906,246 SH   SOLE   906,246 0 0
ENPHASE ENERGY INC COM 29355A107 6,320 346,655 SH   SOLE   346,655 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 16,676 577,620 SH   SOLE   577,620 0 0
EPAM SYS INC COM 29414B104 15,043 86,901 SH   SOLE   86,901 0 0
EURONET WORLDWIDE INC COM 298736109 14,927 88,724 SH   SOLE   88,724 0 0
EVERI HLDGS INC COM 30034T103 8,163 684,231 SH   SOLE   684,231 0 0
EVERTEC INC COM 30040P103 12,059 368,762 SH   SOLE   368,762 0 0
EXACT SCIENCES CORP COM 30063P105 2,360 19,995 SH   SOLE   19,995 0 0
EXPEDITORS INTL WASH INC COM 302130109 246 3,245 SH   SOLE   3,245 0 0
EXXON MOBIL CORP COM 30231G102 8,501 110,940 SH   SOLE   110,940 0 0
FACEBOOK INC CL A 30303M102 12,947 67,083 SH   SOLE   67,083 0 0
FASTENAL CO COM 311900104 2,214 67,920 SH   SOLE   67,920 0 0
FEDEX CORP COM 31428X106 164 1,000 SH   SOLE   1,000 0 0
F5 NETWORKS INC COM 315616102 874 6,000 SH   SOLE   6,000 0 0
FIRST SOLAR INC COM 336433107 2,670 40,645 SH   SOLE   40,645 0 0
FIRSTCASH INC COM 33767D105 12,674 126,711 SH   SOLE   126,711 0 0
FISERV INC COM 337738108 2,583 28,330 SH   SOLE   28,330 0 0
FIVE BELOW INC COM 33829M101 5,150 42,912 SH   SOLE   42,912 0 0
FLOWSERVE CORP COM 34354P105 7,123 135,185 SH   SOLE   135,185 0 0
FLUIDIGM CORP DEL COM 34385P108 3,364 273,077 SH   SOLE   273,077 0 0
FORTINET INC COM 34959E109 435 5,660 SH   SOLE   5,660 0 0
FRESHPET INC COM 358039105 6,669 146,545 SH   SOLE   146,545 0 0
FRONTDOOR INC COM 35905A109 7,483 171,835 SH   SOLE   171,835 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 997 26,550 SH   SOLE   26,550 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 9,428 54,690 SH   SOLE   54,690 0 0
GALAPAGOS NV SPON ADR 36315X101 1,115 8,650 SH   SOLE   8,650 0 0
GALLAGHER ARTHUR J & CO COM 363576109 387 4,420 SH   SOLE   4,420 0 0
GENESEE & WYO INC CL A 371559105 275 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 2,435 98,960 SH   SOLE   98,960 0 0
GILEAD SCIENCES INC COM 375558103 598 8,850 SH   SOLE   8,850 0 0
GILDAN ACTIVEWEAR INC COM 375916103 2,161 55,880 SH   SOLE   55,880 0 0
GLAUKOS CORP COM 377322102 10,001 132,645 SH   SOLE   132,645 0 0
GLOBAL PMTS INC COM 37940X102 938 5,860 SH   SOLE   5,860 0 0
GOOSEHEAD INS INC COM CL A 38267D109 6,376 133,380 SH   SOLE   133,380 0 0
GRAND CANYON ED INC COM 38526M106 12,381 105,802 SH   SOLE   105,802 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 6,911 494,325 SH   SOLE   494,325 0 0
GUARDANT HEALTH INC COM 40131M109 13,744 159,199 SH   SOLE   159,199 0 0
HCP INC COM 40414L109 386 12,065 SH   SOLE   12,065 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 791 6,080 SH   SOLE   6,080 0 0
HD SUPPLY HLDGS INC COM 40416M105 266 6,600 SH   SOLE   6,600 0 0
HAEMONETICS CORP COM 405024100 13,808 114,740 SH   SOLE   114,740 0 0
HALLIBURTON CO COM 406216101 16 690 SH   SOLE   690 0 0
HARLEY DAVIDSON INC COM 412822108 258 7,203 SH   SOLE   7,203 0 0
HARSCO CORP COM 415864107 9,401 342,585 SH   SOLE   342,585 0 0
HEICO CORP NEW COM 422806109 3,970 29,670 SH   SOLE   29,670 0 0
HERC HLDGS INC COM 42704L104 5,378 117,350 SH   SOLE   117,350 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 712 36,535 SH   SOLE   36,535 0 0
HEXCEL CORP NEW COM 428291108 619 7,650 SH   SOLE   7,650 0 0
HOME DEPOT INC COM 437076102 31,005 149,084 SH   SOLE   149,084 0 0
HOSTESS BRANDS INC CL A 44109J106 3,320 229,885 SH   SOLE   229,885 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 662 18,260 SH   SOLE   18,260 0 0
HUNT J B TRANS SVCS INC COM 445658107 517 5,660 SH   SOLE   5,660 0 0
IAC INTERACTIVECORP COM 44919P508 3,448 15,850 SH   SOLE   15,850 0 0
ITT INC COM 45073V108 13,432 205,132 SH   SOLE   205,132 0 0
ILLINOIS TOOL WKS INC COM 452308109 116 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 37,217 101,092 SH   SOLE   101,092 0 0
IMPINJ INC COM 453204109 2,564 89,582 SH   SOLE   89,582 0 0
INFOSYS LTD SPONSORED ADR 456788108 584 54,600 SH   SOLE   54,600 0 0
INGEVITY CORP COM 45688C107 9,138 86,889 SH   SOLE   86,889 0 0
INSMED INC COM PAR $.01 457669307 7,278 284,297 SH   SOLE   284,297 0 0
INSPIRE MED SYS INC COM 457730109 11,060 182,351 SH   SOLE   182,351 0 0
INSPERITY INC COM 45778Q107 10,989 89,971 SH   SOLE   89,971 0 0
INTEL CORP COM 458140100 105 2,200 SH   SOLE   2,200 0 0
INTUIT COM 461202103 28,617 109,505 SH   SOLE   109,505 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,145 4,090 SH   SOLE   4,090 0 0
IQVIA HLDGS INC COM 46266C105 38,486 239,194 SH   SOLE   239,194 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,808 27,500 SH   SOLE   27,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 13,859 322,975 SH   SOLE   322,975 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 917 5,830 SH   SOLE   5,830 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 100 500 SH   SOLE   500 0 0
ISHARES TR RUS MD CP GR ETF 464287481 642 4,500 SH   SOLE   4,500 0 0
ISHARES TR 20 YR TR BD ETF 464287432 51,703 389,300 SH   SOLE   389,300 0 0
ISHARES TR CUR HED MSCI GER 46434V704 2,765 100,000 SH   SOLE   100,000 0 0
ITRON INC COM 465741106 11,577 185,020 SH   SOLE   185,020 0 0
JPMORGAN CHASE & CO COM 46625H100 1,330 11,900 SH   SOLE   11,900 0 0
JACK IN THE BOX INC COM 466367109 7,004 86,060 SH   SOLE   86,060 0 0
JACOBS ENGR GROUP INC COM 469814107 3,189 37,785 SH   SOLE   37,785 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 12,500 103,195 SH   SOLE   103,195 0 0
KLA-TENCOR CORP COM 482480100 481 4,070 SH   SOLE   4,070 0 0
KEMPER CORP DEL COM 488401100 13,647 158,158 SH   SOLE   158,158 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 358 3,990 SH   SOLE   3,990 0 0
KINDER MORGAN INC DEL COM 49456B101 7,719 369,660 SH   SOLE   369,660 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 13,548 412,546 SH   SOLE   412,546 0 0
LPL FINL HLDGS INC COM 50212V100 275 3,370 SH   SOLE   3,370 0 0
LENDINGTREE INC NEW COM 52603B107 13,560 32,284 SH   SOLE   32,284 0 0
LINCOLN ELEC HLDGS INC COM 533900106 552 6,700 SH   SOLE   6,700 0 0
LITHIA MTRS INC CL A 536797103 10,051 84,620 SH   SOLE   84,620 0 0
LIVEPERSON INC COM 538146101 9,120 325,260 SH   SOLE   325,260 0 0
LULULEMON ATHLETICA INC COM 550021109 31,239 173,349 SH   SOLE   173,349 0 0
MPLX LP COM UNIT REP LTD 55336V100 8,372 260,078 SH   SOLE   260,078 0 0
MSCI INC COM 55354G100 695 2,910 SH   SOLE   2,910 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 9,899 154,672 SH   SOLE   154,672 0 0
MARATHON OIL CORP COM 565849106 4,287 301,700 SH   SOLE   301,700 0 0
MARATHON PETE CORP COM 56585A102 7,687 137,563 SH   SOLE   137,563 0 0
MARKETAXESS HLDGS INC COM 57060D108 1,474 4,585 SH   SOLE   4,585 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,788 12,115 SH   SOLE   12,115 0 0
MASCO CORP COM 574599106 267 6,810 SH   SOLE   6,810 0 0
MASIMO CORP COM 574795100 12,592 84,613 SH   SOLE   84,613 0 0
MERCK & CO INC COM 58933Y105 43,952 524,175 SH   SOLE   524,175 0 0
MICROSOFT CORP COM 594918104 66,733 498,159 SH   SOLE   498,159 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,385 15,980 SH   SOLE   15,980 0 0
MIDDLEBY CORP COM 596278101 13,862 102,155 SH   SOLE   102,155 0 0
MONRO INC COM 610236101 10,837 127,043 SH   SOLE   127,043 0 0
MOOG INC CL A 615394202 2,308 24,660 SH   SOLE   24,660 0 0
MURPHY OIL CORP COM 626717102 7 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 6 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 590 21,240 SH   SOLE   21,240 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 6,983 230,075 SH   SOLE   230,075 0 0
NEOGENOMICS INC COM NEW 64049M209 12,662 577,121 SH   SOLE   577,121 0 0
NETFLIX INC COM 64110L106 21,006 57,188 SH   SOLE   57,188 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 795 8,230 SH   SOLE   8,230 0 0
NICE LTD SPONSORED ADR 653656108 4,321 31,540 SH   SOLE   31,540 0 0
NIKE INC CL B 654106103 23,821 283,748 SH   SOLE   283,748 0 0
NOBLE ENERGY INC COM 655044105 5,202 232,240 SH   SOLE   232,240 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 687 20,664 SH   SOLE   20,664 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 421 1,140 SH   SOLE   1,140 0 0
OMNICELL INC COM 68213N109 12,425 144,422 SH   SOLE   144,422 0 0
ONEOK INC NEW COM 682680103 1,974 28,694 SH   SOLE   28,694 0 0
PDC ENERGY INC COM 69327R101 344 9,530 SH   SOLE   9,530 0 0
PRA GROUP INC COM 69354N106 829 29,470 SH   SOLE   29,470 0 0
PRA HEALTH SCIENCES INC COM 69354M108 215 2,170 SH   SOLE   2,170 0 0
PTC INC COM 69370C100 364 4,050 SH   SOLE   4,050 0 0
PACCAR INC COM 693718108 276 3,850 SH   SOLE   3,850 0 0
PAR TECHNOLOGY CORP COM 698884103 5,632 199,719 SH   SOLE   199,719 0 0
PARSLEY ENERGY INC CL A 701877102 344 18,070 SH   SOLE   18,070 0 0
PATTERSON UTI ENERGY INC COM 703481101 976 84,800 SH   SOLE   84,800 0 0
PAYCHEX INC COM 704326107 1,135 13,790 SH   SOLE   13,790 0 0
PAYCOM SOFTWARE INC COM 70432V102 465 2,050 SH   SOLE   2,050 0 0
PAYPAL HLDGS INC COM 70450Y103 35,392 309,209 SH   SOLE   309,209 0 0
PEMBINA PIPELINE CORP COM 706327103 1,668 44,830 SH   SOLE   44,830 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 9,791 244,580 SH   SOLE   244,580 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,383 25,120 SH   SOLE   25,120 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,089 198,380 SH   SOLE   198,380 0 0
PFIZER INC COM 717081103 282 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 907 9,700 SH   SOLE   9,700 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 6,203 125,699 SH   SOLE   125,699 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 11,745 482,340 SH   SOLE   482,340 0 0
PLANET FITNESS INC CL A 72703H101 12,602 173,966 SH   SOLE   173,966 0 0
PLURALSIGHT INC COM CL A 72941B106 7,175 236,630 SH   SOLE   236,630 0 0
PROCTER AND GAMBLE CO COM 742718109 417 3,800 SH   SOLE   3,800 0 0
PROS HOLDINGS INC COM 74346Y103 11,937 188,690 SH   SOLE   188,690 0 0
QUALCOMM INC COM 747525103 37,927 498,578 SH   SOLE   498,578 0 0
R1 RCM INC COM 749397105 9,407 747,810 SH   SOLE   747,810 0 0
RPC INC COM 749660106 245 33,940 SH   SOLE   33,940 0 0
RPM INTL INC COM 749685103 2,440 39,925 SH   SOLE   39,925 0 0
RAPID7 INC COM 753422104 13,892 240,180 SH   SOLE   240,180 0 0
REPLIGEN CORP COM 759916109 2,219 25,820 SH   SOLE   25,820 0 0
REPUBLIC SVCS INC COM 760759100 346 3,995 SH   SOLE   3,995 0 0
REXNORD CORP NEW COM 76169B102 10,292 340,558 SH   SOLE   340,558 0 0
RINGCENTRAL INC CL A 76680R206 6,559 57,071 SH   SOLE   57,071 0 0
ROCKWELL AUTOMATION INC COM 773903109 267 1,630 SH   SOLE   1,630 0 0
ROGERS CORP COM 775133101 6,471 37,494 SH   SOLE   37,494 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4,763 73,200 SH   SOLE   73,200 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 443 6,910 SH   SOLE   6,910 0 0
S&P GLOBAL INC COM 78409V104 11,568 50,785 SH   SOLE   50,785 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,796 28,500 SH   SOLE   28,500 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 12,284 450,800 SH   SOLE   450,800 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,460 42,705 SH   SOLE   42,705 0 0
SVMK INC COM 78489X103 4,660 282,230 SH   SOLE   282,230 0 0
SAGE THERAPEUTICS INC COM 78667J108 1,353 7,390 SH   SOLE   7,390 0 0
SANDERSON FARMS INC COM 800013104 10,203 74,715 SH   SOLE   74,715 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 376 9,360 SH   SOLE   9,360 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 403 4,090 SH   SOLE   4,090 0 0
SEA LTD SPONSORED ADS 81141R100 526 15,840 SH   SOLE   15,840 0 0
SEALED AIR CORP NEW COM 81211K100 31 720 SH   SOLE   720 0 0
SEAWORLD ENTMT INC COM 81282V100 10,072 324,910 SH   SOLE   324,910 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2,685 97,300 SH   SOLE   97,300 0 0
SERVICENOW INC COM 81762P102 32,784 119,401 SH   SOLE   119,401 0 0
SILICON LABORATORIES INC COM 826919102 8,659 83,740 SH   SOLE   83,740 0 0
SIMPLY GOOD FOODS CO COM 82900L102 7,572 314,464 SH   SOLE   314,464 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 1,323 24,660 SH   SOLE   24,660 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 6,468 236,235 SH   SOLE   236,235 0 0
SMARTSHEET INC COM CL A 83200N103 6,541 135,140 SH   SOLE   135,140 0 0
SOUTHWEST AIRLS CO COM 844741108 1,815 35,740 SH   SOLE   35,740 0 0
SPLUNK INC COM 848637104 10,510 83,580 SH   SOLE   83,580 0 0
STARBUCKS CORP COM 855244109 2,251 26,850 SH   SOLE   26,850 0 0
STERICYCLE INC COM 858912108 1,156 24,200 SH   SOLE   24,200 0 0
STRATEGIC ED INC COM 86272C103 13,435 75,475 SH   SOLE   75,475 0 0
STRYKER CORP COM 863667101 70 340 SH   SOLE   340 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,110 99,815 SH   SOLE   99,815 0 0
SYNOVUS FINL CORP COM NEW 87161C501 8,564 244,695 SH   SOLE   244,695 0 0
TJX COS INC NEW COM 872540109 723 13,680 SH   SOLE   13,680 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 534 13,630 SH   SOLE   13,630 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 8,784 136,141 SH   SOLE   136,141 0 0
TAPESTRY INC COM 876030107 1,063 33,490 SH   SOLE   33,490 0 0
TARGA RES CORP COM 87612G101 820 20,880 SH   SOLE   20,880 0 0
TAYLOR MORRISON HOME CORP CL A 87724P106 8,459 403,570 SH   SOLE   403,570 0 0
TENABLE HLDGS INC COM 88025T102 8,054 282,205 SH   SOLE   282,205 0 0
TESLA INC COM 88160R101 3,757 16,813 SH   SOLE   16,813 0 0
THE TRADE DESK INC COM CL A 88339J105 134 590 SH   SOLE   590 0 0
TIVO CORP COM 88870P106 5 739 SH   SOLE   739 0 0
TOPBUILD CORP COM 89055F103 5,428 65,582 SH   SOLE   65,582 0 0
TOTAL S A SPONSORED ADS 89151E109 3,727 66,805 SH   SOLE   66,805 0 0
TRANSDIGM GROUP INC COM 893641100 421 870 SH   SOLE   870 0 0
TRANSUNION COM 89400J107 34,470 468,913 SH   SOLE   468,913 0 0
TRIMBLE INC COM 896239100 3,946 87,470 SH   SOLE   87,470 0 0
TTEC HLDGS INC COM 89854H102 6,587 141,374 SH   SOLE   141,374 0 0
TWILIO INC CL A 90138F102 221 1,620 SH   SOLE   1,620 0 0
TWIST BIOSCIENCE CORP COM 90184D100 3,706 127,744 SH   SOLE   127,744 0 0
ULTA BEAUTY INC COM 90384S303 16,381 47,222 SH   SOLE   47,222 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 3,619 56,995 SH   SOLE   56,995 0 0
UNDER ARMOUR INC CL A 904311107 962 37,960 SH   SOLE   37,960 0 0
UNDER ARMOUR INC CL C 904311206 849 38,226 SH   SOLE   38,226 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 3,111 16,540 SH   SOLE   16,540 0 0
UPLAND SOFTWARE INC COM 91544A109 4,753 104,395 SH   SOLE   104,395 0 0
VALERO ENERGY CORP NEW COM 91913Y100 6,309 73,700 SH   SOLE   73,700 0 0
VAREX IMAGING CORP COM 92214X106 241 7,872 SH   SOLE   7,872 0 0
VARIAN MED SYS INC COM 92220P105 2,680 19,690 SH   SOLE   19,690 0 0
VEEVA SYS INC CL A COM 922475108 2,218 13,685 SH   SOLE   13,685 0 0
VERACYTE INC COM 92337F107 11,577 406,052 SH   SOLE   406,052 0 0
VERINT SYS INC COM 92343X100 12,061 224,269 SH   SOLE   224,269 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,037 11,110 SH   SOLE   11,110 0 0
VIAVI SOLUTIONS INC COM 925550105 5,866 441,350 SH   SOLE   441,350 0 0
VICI PPTYS INC COM 925652109 3,337 151,420 SH   SOLE   151,420 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,781 57,793 SH   SOLE   57,793 0 0
VISA INC COM CL A 92826C839 45,607 262,791 SH   SOLE   262,791 0 0
VONAGE HLDGS CORP COM 92886T201 9,075 800,930 SH   SOLE   800,930 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 26 480 SH   SOLE   480 0 0
WATERS CORP COM 941848103 1,524 7,080 SH   SOLE   7,080 0 0
WENDYS CO COM 95058W100 10,360 529,110 SH   SOLE   529,110 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 8,149 264,851 SH   SOLE   264,851 0 0
WILLIAMS COS INC DEL COM 969457100 2,714 96,781 SH   SOLE   96,781 0 0
WOODWARD INC COM 980745103 6,799 60,081 SH   SOLE   60,081 0 0
WORKDAY INC CL A 98138H101 498 2,420 SH   SOLE   2,420 0 0
WORLD FUEL SVCS CORP COM 981475106 8,307 230,995 SH   SOLE   230,995 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 4,338 60,070 SH   SOLE   60,070 0 0
WPX ENERGY INC COM 98212B103 2,556 222,030 SH   SOLE   222,030 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 9,532 171,004 SH   SOLE   171,004 0 0
XILINX INC COM 983919101 328 2,785 SH   SOLE   2,785 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 27,527 131,402 SH   SOLE   131,402 0 0
ZENDESK INC COM 98936J101 1,427 16,030 SH   SOLE   16,030 0 0
ZIX CORP COM 98974P100 2,180 239,770 SH   SOLE   239,770 0 0
ZYNGA INC CL A 98986T108 12,264 2,000,614 SH   SOLE   2,000,614 0 0