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 41 232 SH   SOLE   232 0 0
ARCO PLATFORM LTD COM CL A G04553106 1,434 33,930 SH   SOLE   33,930 0 0
ATLASSIAN CORP PLC CL A G06242104 862 6,280 SH   SOLE   6,280 0 0
ATLANTICA YIELD PLC SHS G0751N103 434 19,480 SH   SOLE   19,480 0 0
CARDTRONICS PLC SHS CL A G1991C105 866 41,415 SH   SOLE   41,415 0 0
CLARIVATE ANALYTICS PLC COM G21810109 999 48,165 SH   SOLE   48,165 0 0
CREDICORP LTD COM G2519Y108 388 2,710 SH   SOLE   2,710 0 0
HELEN OF TROY CORP LTD COM G4388N106 9,361 64,990 SH   SOLE   64,990 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 9,347 315,555 SH   SOLE   315,555 0 0
ICON PLC SHS G4705A100 554 4,070 SH   SOLE   4,070 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 641 28,310 SH   SOLE   28,310 0 0
MEDTRONIC PLC SHS G5960L103 43 480 SH   SOLE   480 0 0
NOVOCURE LTD ORD SHS G6674U108 5,362 79,624 SH   SOLE   79,624 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 474 24,510 SH   SOLE   24,510 0 0
QUOTIENT LTD SHS G73268107 1,043 264,010 SH   SOLE   264,010 0 0
PENTAIR PLC SHS G7S00T104 1,281 43,055 SH   SOLE   43,055 0 0
STERIS PLC SHS USD G8473T100 886 6,330 SH   SOLE   6,330 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 13,489 163,320 SH   SOLE   163,320 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 4,451 279,590 SH   SOLE   279,590 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 26,614 101,720 SH   SOLE   101,720 0 0
ELASTIC N V ORD SHS N14506104 1,163 20,830 SH   SOLE   20,830 0 0
FERRARI N V COM N3167Y103 487 3,190 SH   SOLE   3,190 0 0
FLEX LTD ORD Y2573F102 3,851 459,860 SH   SOLE   459,860 0 0
AMN HEALTHCARE SVCS INC COM 001744101 6,846 118,428 SH   SOLE   118,428 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 9,002 213,070 SH   SOLE   213,070 0 0
ADDUS HOMECARE CORP COM 006739106 2,241 33,145 SH   SOLE   33,145 0 0
ADOBE INC COM 00724F101 33,033 103,800 SH   SOLE   103,800 0 0
AECOM COM 00766T100 5,190 173,866 SH   SOLE   173,866 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 5,993 203,556 SH   SOLE   203,556 0 0
ADVANCED MICRO DEVICES INC COM 007903107 519 11,410 SH   SOLE   11,410 0 0
AGILYSYS INC COM 00847J105 2,703 161,850 SH   SOLE   161,850 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,492 37,500 SH   SOLE   37,500 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 5,162 282,390 SH   SOLE   282,390 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 31,326 161,075 SH   SOLE   161,075 0 0
ALPHABET INC CAP STK CL A 02079K305 2,603 2,240 SH   SOLE   2,240 1 0
ALPHABET INC CAP STK CL C 02079K107 36,919 31,750 SH   SOLE   31,750 2 0
AMAZON COM INC COM 023135106 61,621 31,605 SH   SOLE   31,605 0 0
AMEDISYS INC COM 023436108 10,737 58,500 SH   SOLE   58,500 0 0
AMERICAN EXPRESS CO COM 025816109 229 2,675 SH   SOLE   2,675 0 0
ANSYS INC COM 03662Q105 1,923 8,270 SH   SOLE   8,270 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 3,943 147,165 SH   SOLE   147,165 0 0
APPLE INC COM 037833100 57,986 228,030 SH   SOLE   228,030 0 0
ARVINAS INC COM 04335A105 1,320 32,745 SH   SOLE   32,745 0 0
ASCENDIS PHARMA A S SPONSORED ADR 04351P101 439 3,895 SH   SOLE   3,895 0 0
AUTOZONE INC COM 053332102 829 980 SH   SOLE   980 0 0
AVERY DENNISON CORP COM 053611109 929 9,120 SH   SOLE   9,120 0 0
AXONICS MODULATION TECHNOLOG COM 05465P101 1,109 43,628 SH   SOLE   43,628 0 0
BP PLC SPONSORED ADR 055622104 124 5,097 SH   SOLE   5,097 0 0
BANDWIDTH INC COM CL A 05988J103 4,571 67,927 SH   SOLE   67,927 0 0
BARRICK GOLD CORPORATION COM 067901108 5,063 276,340 SH   SOLE   276,340 0 0
BHP GROUP LTD SPONSORED ADS 088606108 84 2,300 SH   SOLE   2,300 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 178 2,110 SH   SOLE   2,110 0 0
BIOGEN INC COM 09062X103 693 2,190 SH   SOLE   2,190 0 0
BLACKLINE INC COM 09239B109 6,917 131,485 SH   SOLE   131,485 0 0
BOEING CO COM 097023105 507 3,400 SH   SOLE   3,400 0 0
BORGWARNER INC COM 099724106 252 10,340 SH   SOLE   10,340 0 0
BOSTON SCIENTIFIC CORP COM 101137107 19,863 608,720 SH   SOLE   608,720 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 185 1,810 SH   SOLE   1,810 0 0
BROADCOM INC COM 11135F101 23,198 97,840 SH   SOLE   97,840 0 0
BROOKS AUTOMATION INC NEW COM 114340102 2,708 88,784 SH   SOLE   88,784 0 0
BROWN & BROWN INC COM 115236101 1,880 51,895 SH   SOLE   51,895 0 0
BRUNSWICK CORP COM 117043109 5,074 143,460 SH   SOLE   143,460 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 2,202 180,062 SH   SOLE   180,062 0 0
BURLINGTON STORES INC COM 122017106 8,620 54,400 SH   SOLE   54,400 0 0
CME GROUP INC COM 12572Q105 588 3,400 SH   SOLE   3,400 0 0
CNOOC LIMITED SPONSORED ADR 126132109 62 600 SH   SOLE   600 0 0
CSX CORP COM 126408103 10,068 175,700 SH   SOLE   175,700 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 207 25,513 SH   SOLE   25,513 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 5,537 48,510 SH   SOLE   48,510 0 0
CABOT OIL & GAS CORP COM 127097103 114 6,655 SH   SOLE   6,655 0 0
CACI INTL INC CL A 127190304 7,608 36,032 SH   SOLE   36,032 0 0
CANADIAN PAC RY LTD COM 13645T100 830 3,780 SH   SOLE   3,780 0 0
CARLISLE COS INC COM 142339100 1,831 14,615 SH   SOLE   14,615 0 0
CATALENT INC COM 148806102 9,388 180,709 SH   SOLE   180,709 0 0
CENTENE CORP DEL COM 15135B101 511 8,600 SH   SOLE   8,600 0 0
CHARLES RIV LABS INTL INC COM 159864107 6,553 51,920 SH   SOLE   51,920 0 0
CHENIERE ENERGY INC COM NEW 16411R208 289 8,626 SH   SOLE   8,626 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 1,008 37,306 SH   SOLE   37,306 0 0
CHEVRON CORP NEW COM 166764100 358 4,935 SH   SOLE   4,935 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 366 560 SH   SOLE   560 0 0
CHURCH & DWIGHT INC COM 171340102 261 4,060 SH   SOLE   4,060 0 0
CINTAS CORP COM 172908105 128 740 SH   SOLE   740 0 0
CITIGROUP INC COM NEW 172967424 337 8,010 SH   SOLE   8,010 0 0
CLEAN HARBORS INC COM 184496107 7,725 150,464 SH   SOLE   150,464 0 0
CLOUDERA INC COM 18914U100 5,998 762,140 SH   SOLE   762,140 0 0
COCA COLA CO COM 191216100 302 6,820 SH   SOLE   6,820 0 0
COGNEX CORP COM 192422103 1,182 27,995 SH   SOLE   27,995 0 0
COHERENT INC COM 192479103 1,919 18,035 SH   SOLE   18,035 0 0
COLFAX CORP COM 194014106 5,661 285,925 SH   SOLE   285,925 0 0
CONCHO RES INC COM 20605P101 6 140 SH   SOLE   140 0 0
CONOCOPHILLIPS COM 20825C104 168 5,460 SH   SOLE   5,460 0 0
COSTAR GROUP INC COM 22160N109 217 370 SH   SOLE   370 0 0
COSTCO WHSL CORP NEW COM 22160K105 12,768 44,780 SH   SOLE   44,780 0 0
COUPA SOFTWARE INC COM 22266L106 1,094 7,830 SH   SOLE   7,830 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 114 27,054 SH   SOLE   27,054 0 0
CROCS INC COM 227046109 3,725 219,240 SH   SOLE   219,240 0 0
CROWN HLDGS INC COM 228368106 4,435 76,410 SH   SOLE   76,410 0 0
CUMMINS INC COM 231021106 41 300 SH   SOLE   300 0 0
D R HORTON INC COM 23331A109 262 7,700 SH   SOLE   7,700 0 0
DANAHER CORPORATION COM 235851102 894 6,460 SH   SOLE   6,460 0 0
DEXCOM INC COM 252131107 29,046 107,870 SH   SOLE   107,870 0 0
DIAMONDBACK ENERGY INC COM 25278X109 68 2,603 SH   SOLE   2,603 0 0
DICKS SPORTING GOODS INC COM 253393102 179 8,440 SH   SOLE   8,440 0 0
DISNEY WALT CO COM DISNEY 254687106 193 2,000 SH   SOLE   2,000 0 0
DOCUSIGN INC COM 256163106 328 3,550 SH   SOLE   3,550 0 0
DOLLAR GEN CORP NEW COM 256677105 611 4,045 SH   SOLE   4,045 0 0
DOMINION ENERGY INC COM 25746U109 457 6,330 SH   SOLE   6,330 0 0
EOG RES INC COM 26875P101 40 1,100 SH   SOLE   1,100 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 69 5,880 SH   SOLE   5,880 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 598 3,170 SH   SOLE   3,170 0 0
ENBRIDGE INC COM 29250N105 1,154 39,675 SH   SOLE   39,675 0 0
ENCORE CAP GROUP INC COM 292554102 2,993 128,000 SH   SOLE   128,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 1,658 25,895 SH   SOLE   25,895 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 785 170,663 SH   SOLE   170,663 0 0
ENERSYS COM 29275Y102 1,221 24,655 SH   SOLE   24,655 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 80 72,605 SH   SOLE   72,605 0 0
ENTEGRIS INC COM 29362U104 6,708 149,828 SH   SOLE   149,828 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 2,851 199,366 SH   SOLE   199,366 0 0
EPAM SYS INC COM 29414B104 19,149 103,140 SH   SOLE   103,140 0 0
ETSY INC COM 29786A106 2,452 63,780 SH   SOLE   63,780 0 0
EVERBRIDGE INC COM 29978A104 4,467 41,995 SH   SOLE   41,995 0 0
FACEBOOK INC CL A 30303M102 29,570 177,280 SH   SOLE   177,280 0 0
FASTENAL CO COM 311900104 108 3,460 SH   SOLE   3,460 0 0
FEDERAL SIGNAL CORP COM 313855108 5,313 194,752 SH   SOLE   194,752 0 0
FEDEX CORP COM 31428X106 121 1,000 SH   SOLE   1,000 0 0
F5 NETWORKS INC COM 315616102 15 140 SH   SOLE   140 0 0
FISERV INC COM 337738108 712 7,500 SH   SOLE   7,500 0 0
FRESHPET INC COM 358039105 2,111 33,050 SH   SOLE   33,050 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,784 30,780 SH   SOLE   30,780 0 0
GALAPAGOS NV SPON ADR 36315X101 458 2,340 SH   SOLE   2,340 0 0
GALLAGHER ARTHUR J & CO COM 363576109 245 3,000 SH   SOLE   3,000 0 0
GENTEX CORP COM 371901109 191 8,620 SH   SOLE   8,620 0 0
GIBRALTAR INDS INC COM 374689107 6,234 145,245 SH   SOLE   145,245 0 0
GILEAD SCIENCES INC COM 375558103 662 8,850 SH   SOLE   8,850 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 4,246 83,105 SH   SOLE   83,105 0 0
GLOBAL PMTS INC COM 37940X102 714 4,950 SH   SOLE   4,950 0 0
GODADDY INC CL A 380237107 1,473 25,800 SH   SOLE   25,800 0 0
HCA HEALTHCARE INC COM 40412C101 513 5,710 SH   SOLE   5,710 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 552 14,360 SH   SOLE   14,360 0 0
HALLIBURTON CO COM 406216101 5 690 SH   SOLE   690 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 7,877 437,870 SH   SOLE   437,870 0 0
HARLEY DAVIDSON INC COM 412822108 8 430 SH   SOLE   430 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 3,624 151,570 SH   SOLE   151,570 0 0
HEALTHEQUITY INC COM 42226A107 6,547 129,405 SH   SOLE   129,405 0 0
HEARTLAND EXPRESS INC COM 422347104 3,513 189,151 SH   SOLE   189,151 0 0
HESS CORP COM 42809H107 261 7,830 SH   SOLE   7,830 0 0
HESS MIDSTREAM LP CL A SHS 428103105 331 32,560 SH   SOLE   32,560 0 0
HOME DEPOT INC COM 437076102 1,636 8,760 SH   SOLE   8,760 0 0
HUNT J B TRANS SVCS INC COM 445658107 522 5,660 SH   SOLE   5,660 0 0
ITT INC COM 45073V108 2,607 57,469 SH   SOLE   57,469 0 0
IDEXX LABS INC COM 45168D104 322 1,330 SH   SOLE   1,330 0 0
ILLINOIS TOOL WKS INC COM 452308109 109 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 8,202 30,030 SH   SOLE   30,030 0 0
INSPIRE MED SYS INC COM 457730109 6,763 112,188 SH   SOLE   112,188 0 0
INSULET CORP COM 45784P101 5,593 33,756 SH   SOLE   33,756 0 0
INTEL CORP COM 458140100 119 2,200 SH   SOLE   2,200 0 0
INTUIT COM 461202103 19,877 86,420 SH   SOLE   86,420 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 297 600 SH   SOLE   600 0 0
ISHARES TR MSCI EAFE ETF 464287465 7,484 140,000 SH   SOLE   140,000 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 68 2,000 SH   SOLE   2,000 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 79 500 SH   SOLE   500 0 0
ISHARES TR RUS MD CP GR ETF 464287481 669 5,500 SH   SOLE   5,500 0 0
JPMORGAN CHASE & CO COM 46625H100 15,919 176,820 SH   SOLE   176,820 0 0
JACOBS ENGR GROUP INC COM 469814107 1,620 20,440 SH   SOLE   20,440 0 0
JELD-WEN HLDG INC COM 47580P103 2,111 216,940 SH   SOLE   216,940 0 0
KBR INC COM 48242W106 6,833 330,420 SH   SOLE   330,420 0 0
KLA CORPORATION COM NEW 482480100 470 3,270 SH   SOLE   3,270 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 18,417 144,810 SH   SOLE   144,810 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 542 6,480 SH   SOLE   6,480 0 0
KINDER MORGAN INC DEL COM 49456B101 1,222 87,785 SH   SOLE   87,785 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 7,768 236,835 SH   SOLE   236,835 0 0
LKQ CORP COM 501889208 1,431 69,755 SH   SOLE   69,755 0 0
LPL FINL HLDGS INC COM 50212V100 1,075 19,755 SH   SOLE   19,755 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 451 2,505 SH   SOLE   2,505 0 0
LAM RESEARCH CORP COM 512807108 18,670 77,790 SH   SOLE   77,790 0 0
LAS VEGAS SANDS CORP COM 517834107 8,629 203,180 SH   SOLE   203,180 0 0
LENDINGTREE INC NEW COM 52603B107 3,748 20,435 SH   SOLE   20,435 0 0
LINCOLN ELEC HLDGS INC COM 533900106 462 6,700 SH   SOLE   6,700 0 0
LITHIA MTRS INC CL A 536797103 3,478 42,523 SH   SOLE   42,523 0 0
LITTELFUSE INC COM 537008104 3,301 24,745 SH   SOLE   24,745 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 324 7,130 SH   SOLE   7,130 0 0
LIVEPERSON INC COM 538146101 6,610 290,569 SH   SOLE   290,569 0 0
LOCKHEED MARTIN CORP COM 539830109 824 2,430 SH   SOLE   2,430 0 0
LOUISIANA PAC CORP COM 546347105 6,158 358,415 SH   SOLE   358,415 0 0
LULULEMON ATHLETICA INC COM 550021109 14,614 77,100 SH   SOLE   77,100 0 0
MKS INSTRS INC COM 55306N104 6,334 77,766 SH   SOLE   77,766 0 0
MPLX LP COM UNIT REP LTD 55336V100 1,800 154,884 SH   SOLE   154,884 0 0
MSCI INC COM 55354G100 1,455 5,035 SH   SOLE   5,035 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 4,953 261,637 SH   SOLE   261,637 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 2,172 59,519 SH   SOLE   59,519 0 0
MARATHON PETE CORP COM 56585A102 659 27,920 SH   SOLE   27,920 0 0
MASCO CORP COM 574599106 444 12,850 SH   SOLE   12,850 0 0
MASIMO CORP COM 574795100 11,767 66,437 SH   SOLE   66,437 0 0
MASTERCARD INC CL A 57636Q104 10,228 42,340 SH   SOLE   42,340 0 0
MERIT MED SYS INC COM 589889104 4,026 128,820 SH   SOLE   128,820 0 0
MESA LABS INC COM 59064R109 6,432 28,451 SH   SOLE   28,451 0 0
MICROSOFT CORP COM 594918104 68,061 431,560 SH   SOLE   431,560 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,005 14,830 SH   SOLE   14,830 0 0
MIRATI THERAPEUTICS INC COM 60468T105 3,619 47,080 SH   SOLE   47,080 0 0
MODEL N INC COM 607525102 4,728 212,861 SH   SOLE   212,861 0 0
MONGODB INC CL A 60937P106 16,396 120,084 SH   SOLE   120,084 0 0
MOOG INC CL A 615394202 43 860 SH   SOLE   860 0 0
MURPHY OIL CORP COM 626717102 2 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 6 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 3 240 SH   SOLE   240 0 0
MYOKARDIA INC COM 62857M105 4,294 91,606 SH   SOLE   91,606 0 0
NATERA INC COM 632307104 6,265 209,810 SH   SOLE   209,810 0 0
NATIONAL INSTRS CORP COM 636518102 1,574 47,570 SH   SOLE   47,570 0 0
NATIONAL VISION HLDGS INC COM 63845R107 2,284 117,635 SH   SOLE   117,635 0 0
NEOGENOMICS INC COM NEW 64049M209 9,821 355,720 SH   SOLE   355,720 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 5,017 57,972 SH   SOLE   57,972 0 0
NEVRO CORP COM 64157F103 8,206 82,078 SH   SOLE   82,078 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 660 6,100 SH   SOLE   6,100 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 403 9,380 SH   SOLE   9,380 0 0
NICE LTD SPONSORED ADR 653656108 2,459 17,130 SH   SOLE   17,130 0 0
NIKE INC CL B 654106103 14,369 173,660 SH   SOLE   173,660 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 28 7,956 SH   SOLE   7,956 0 0
NORDSON CORP COM 655663102 1,607 11,900 SH   SOLE   11,900 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 12,488 744,225 SH   SOLE   744,225 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 252 29,360 SH   SOLE   29,360 0 0
NVIDIA CORP COM 67066G104 17,732 67,270 SH   SOLE   67,270 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,093 3,630 SH   SOLE   3,630 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1,380 29,780 SH   SOLE   29,780 0 0
ONEMAIN HLDGS INC COM 68268W103 4,457 233,117 SH   SOLE   233,117 0 0
ONEOK INC NEW COM 682680103 219 10,060 SH   SOLE   10,060 0 0
PBF ENERGY INC CL A 69318G106 23 3,315 SH   SOLE   3,315 0 0
PRA GROUP INC COM 69354N106 32 1,150 SH   SOLE   1,150 0 0
PTC INC COM 69370C100 1,139 18,610 SH   SOLE   18,610 0 0
PACCAR INC COM 693718108 235 3,850 SH   SOLE   3,850 0 0
PAPA JOHNS INTL INC COM 698813102 6,973 130,660 SH   SOLE   130,660 0 0
PAYCHEX INC COM 704326107 23 360 SH   SOLE   360 0 0
PAYCOM SOFTWARE INC COM 70432V102 15,973 79,070 SH   SOLE   79,070 0 0
PAYPAL HLDGS INC COM 70450Y103 23,164 241,950 SH   SOLE   241,950 0 0
PEGASYSTEMS INC COM 705573103 2,071 29,070 SH   SOLE   29,070 0 0
PEMBINA PIPELINE CORP COM 706327103 324 17,230 SH   SOLE   17,230 0 0
PENUMBRA INC COM 70975L107 4,161 25,792 SH   SOLE   25,792 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 5,225 211,387 SH   SOLE   211,387 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 58 10,517 SH   SOLE   10,517 0 0
PFIZER INC COM 717081103 212 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 1,669 45,814 SH   SOLE   45,814 0 0
PHOTRONICS INC COM 719405102 1,474 143,685 SH   SOLE   143,685 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 4,346 115,775 SH   SOLE   115,775 0 0
PIONEER NAT RES CO COM 723787107 87 1,234 SH   SOLE   1,234 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 407 77,094 SH   SOLE   77,094 0 0
PLANET FITNESS INC CL A 72703H101 193 3,970 SH   SOLE   3,970 0 0
POLYONE CORP COM 73179P106 5,807 306,091 SH   SOLE   306,091 0 0
PROCTER & GAMBLE CO COM 742718109 418 3,800 SH   SOLE   3,800 0 0
PROOFPOINT INC COM 743424103 435 4,240 SH   SOLE   4,240 0 0
PROSHARES TR ULTRAPRO SHT QQQ 74347G408 58 3,000 SH   SOLE   3,000 0 0
QUALCOMM INC COM 747525103 470 6,950 SH   SOLE   6,950 0 0
QUANTA SVCS INC COM 74762E102 5,238 165,095 SH   SOLE   165,095 0 0
R1 RCM INC COM 749397105 4,853 533,859 SH   SOLE   533,859 0 0
RPM INTL INC COM 749685103 1,980 33,270 SH   SOLE   33,270 0 0
RATTLER MIDSTREAM LP COM UNITS 75419T103 140 40,185 SH   SOLE   40,185 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 3,765 26,085 SH   SOLE   26,085 0 0
REGAL BELOIT CORP COM 758750103 5,191 82,460 SH   SOLE   82,460 0 0
RENEWABLE ENERGY GROUP INC COM NEW 75972A301 2,265 110,345 SH   SOLE   110,345 0 0
REPLIGEN CORP COM 759916109 10,916 113,076 SH   SOLE   113,076 0 0
REPUBLIC SVCS INC COM 760759100 345 4,600 SH   SOLE   4,600 0 0
REXNORD CORP COM 76169B102 5,034 222,045 SH   SOLE   222,045 0 0
RINGCENTRAL INC CL A 76680R206 5,930 27,982 SH   SOLE   27,982 0 0
ROKU INC COM CL A 77543R102 781 8,930 SH   SOLE   8,930 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 28 790 SH   SOLE   790 0 0
S&P GLOBAL INC COM 78409V104 26,473 108,030 SH   SOLE   108,030 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 637 2,360 SH   SOLE   2,360 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 50,560 341,505 SH   SOLE   341,505 0 0
SVB FINANCIAL GROUP COM 78486Q101 358 2,370 SH   SOLE   2,370 0 0
SVMK INC COM 78489X103 5,388 398,803 SH   SOLE   398,803 0 0
SALESFORCE COM INC COM 79466L302 21,976 152,630 SH   SOLE   152,630 0 0
SCHWAB CHARLES CORP COM 808513105 315 9,360 SH   SOLE   9,360 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 8,775 117,580 SH   SOLE   117,580 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 492 4,800 SH   SOLE   4,800 0 0
SEA LTD SPONSORED ADS 81141R100 847 19,120 SH   SOLE   19,120 0 0
SEALED AIR CORP NEW COM 81211K100 18 720 SH   SOLE   720 0 0
SEATTLE GENETICS INC COM 812578102 2,440 21,150 SH   SOLE   21,150 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9,956 112,400 SH   SOLE   112,400 0 0
SERVICENOW INC COM 81762P102 20,856 72,775 SH   SOLE   72,775 0 0
SKYLINE CHAMPION CORPORATION COM 830830105 904 57,643 SH   SOLE   57,643 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,509 16,880 SH   SOLE   16,880 0 0
SOUTHWEST AIRLS CO COM 844741108 56 1,560 SH   SOLE   1,560 0 0
SPARTAN MTRS INC COM 846819100 4,146 321,135 SH   SOLE   321,135 0 0
SPLUNK INC COM 848637104 13,793 109,270 SH   SOLE   109,270 0 0
SQUARE INC CL A 852234103 436 8,320 SH   SOLE   8,320 0 0
STANLEY BLACK & DECKER INC COM 854502101 338 3,380 SH   SOLE   3,380 0 0
STARBUCKS CORP COM 855244109 1,301 19,790 SH   SOLE   19,790 0 0
STERICYCLE INC COM 858912108 37 770 SH   SOLE   770 0 0
STIFEL FINL CORP COM 860630102 4,251 102,975 SH   SOLE   102,975 0 0
STRYKER CORP COM 863667101 57 340 SH   SOLE   340 0 0
SUNCOR ENERGY INC NEW COM 867224107 106 6,725 SH   SOLE   6,725 0 0
SYNAPTICS INC COM 87157D109 3,710 64,115 SH   SOLE   64,115 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 778 28,300 SH   SOLE   28,300 0 0
TJX COS INC NEW COM 872540109 12,903 269,880 SH   SOLE   269,880 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,076 22,510 SH   SOLE   22,510 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 5,625 87,415 SH   SOLE   87,415 0 0
TARGA RES CORP COM 87612G101 206 29,840 SH   SOLE   29,840 0 0
TELADOC HEALTH INC COM 87918A105 11,423 73,692 SH   SOLE   73,692 0 0
TERADYNE INC COM 880770102 1,807 33,355 SH   SOLE   33,355 0 0
TESLA INC COM 88160R101 22,921 43,743 SH   SOLE   43,743 0 0
TEXAS INSTRS INC COM 882508104 25,612 256,300 SH   SOLE   256,300 0 0
THE TRADE DESK INC COM CL A 88339J105 187 970 SH   SOLE   970 0 0
TIVO CORP COM 88870P106 5 739 SH   SOLE   739 0 0
TOPBUILD CORP COM 89055F103 3,458 48,266 SH   SOLE   48,266 0 0
TOTAL S.A. SPONSORED ADS 89151E109 138 3,700 SH   SOLE   3,700 0 0
TRANSDIGM GROUP INC COM 893641100 279 870 SH   SOLE   870 0 0
TRANSUNION COM 89400J107 20,058 303,090 SH   SOLE   303,090 0 0
TREX CO INC COM 89531P105 7,398 92,312 SH   SOLE   92,312 0 0
TRIMBLE INC COM 896239100 69 2,160 SH   SOLE   2,160 0 0
TTEC HLDGS INC COM 89854H102 5,485 149,380 SH   SOLE   149,380 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 4,913 110,017 SH   SOLE   110,017 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 3,741 84,200 SH   SOLE   84,200 0 0
UNDER ARMOUR INC CL A 904311107 12 1,340 SH   SOLE   1,340 0 0
UNDER ARMOUR INC CL C 904311206 11 1,349 SH   SOLE   1,349 0 0
UNITEDHEALTH GROUP INC COM 91324P102 17,339 69,530 SH   SOLE   69,530 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 353 2,680 SH   SOLE   2,680 0 0
VALERO ENERGY CORP COM 91913Y100 714 15,730 SH   SOLE   15,730 0 0
VAREX IMAGING CORP COM 92214X106 6 260 SH   SOLE   260 0 0
VARIAN MED SYS INC COM 92220P105 67 650 SH   SOLE   650 0 0
VARONIS SYS INC COM 922280102 11,260 176,848 SH   SOLE   176,848 0 0
VEECO INSTRS INC DEL COM 922417100 1,181 123,360 SH   SOLE   123,360 0 0
VEEVA SYS INC CL A COM 922475108 439 2,810 SH   SOLE   2,810 0 0
VERICEL CORP COM 92346J108 2,163 235,925 SH   SOLE   235,925 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 24,999 105,060 SH   SOLE   105,060 0 0
VISA INC COM CL A 92826C839 35,663 221,345 SH   SOLE   221,345 0 0
VISTEON CORP COM NEW 92839U206 4,367 91,010 SH   SOLE   91,010 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 22 480 SH   SOLE   480 0 0
WENDYS CO COM 95058W100 6,075 408,299 SH   SOLE   408,299 0 0
WERNER ENTERPRISES INC COM 950755108 613 16,895 SH   SOLE   16,895 0 0
WESTERN ALLIANCE BANCORP COM 957638109 5,348 174,720 SH   SOLE   174,720 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 222 68,637 SH   SOLE   68,637 0 0
WEX INC COM 96208T104 7,003 66,980 SH   SOLE   66,980 0 0
WILLIAMS COS INC COM 969457100 149 10,510 SH   SOLE   10,510 0 0
WINNEBAGO INDS INC COM 974637100 840 30,190 SH   SOLE   30,190 0 0
WPX ENERGY INC COM 98212B103 27 8,975 SH   SOLE   8,975 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 17,020 92,700 SH   SOLE   92,700 0 0
ZOETIS INC CL A 98978V103 1,801 15,300 SH   SOLE   15,300 0 0
ZYNGA INC CL A 98986T108 9,006 1,314,704 SH   SOLE   1,314,704 0 0