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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   2,869,869 13,073 SH   SOLE   0 0 13,073
AAON INC COM PAR $0.004 000360206   596,215 15,288 SH   SOLE   0 0 15,288
ABAXIS INC COM 002567105   1,214,711 17,201 SH   SOLE   0 0 17,201
ABB LTD SPONSORED ADR 000375204   1,209,935 50,966 SH   SOLE   0 0 50,966
ABBOTT LABS COM 002824100   2,043,936 34,111 SH   SOLE   0 0 34,111
ABBVIE INC COM 00287Y109   2,050,632 21,665 SH   SOLE   0 0 21,665
ADOBE SYS INC COM 00724F101   953,427 4,412 SH   SOLE   0 0 4,412
ADVANCED MICRO DEVICES INC COM 007903107   492,678 49,023 SH   SOLE   0 0 49,023
AIR PRODS & CHEMS INC COM 009158106   2,988,990 18,795 SH   SOLE   0 0 18,795
ALASKA AIR GROUP INC COM 011659109   350,136 5,651 SH   SOLE   0 0 5,651
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   443,824 3,554 SH   SOLE   0 0 3,554
ALEXION PHARMACEUTICALS INC COM 015351109   281,506 2,526 SH   SOLE   0 0 2,526
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   331,575 1,807 SH   SOLE   0 0 1,807
ALIGN TECHNOLOGY INC COM 016255101   787,544 3,136 SH   SOLE   0 0 3,136
ALMOST FAMILY INC COM 020409108   500,155 8,931 SH   SOLE   0 0 8,931
ALPHABET INC CAP STK CL A 02079K305   4,267,703 4,115 SH   SOLE   0 0 4,115
ALPHABET INC CAP STK CL C 02079K107   355,854 345 SH   SOLE   0 0 345
AMAZON COM INC COM 023135106   2,871,064 1,984 SH   SOLE   0 0 1,984
AMBARELLA INC SHS G037AX101   498,203 10,169 SH   SOLE   0 0 10,169
AMERICAN TOWER CORP NEW COM 03027X100   1,078,411 7,420 SH   SOLE   0 0 7,420
AMN HEALTHCARE SERVICES INC COM 001744101   1,163,865 20,509 SH   SOLE   0 0 20,509
AMPHENOL CORP NEW CL A 032095101   920,891 10,692 SH   SOLE   0 0 10,692
ANALOGIC CORP COM PAR $0.05 032657207   603,202 6,290 SH   SOLE   0 0 6,290
ANSYS INC COM 03662Q105   781,176 4,985 SH   SOLE   0 0 4,985
APPLE INC COM 037833100   7,343,965 43,771 SH   SOLE   0 0 43,771
APPLIED MATLS INC COM 038222105   904,084 16,258 SH   SOLE   0 0 16,258
APTARGROUP INC COM 038336103   324,556 3,613 SH   SOLE   0 0 3,613
ARCHER DANIELS MIDLAND CO COM 039483102   1,593,671 36,746 SH   SOLE   0 0 36,746
ARISTA NETWORKS INC COM 040413106   475,113 1,861 SH   SOLE   0 0 1,861
ARMSTRONG WORLD INDS INC NEW COM 04247X102   591,150 10,500 SH   SOLE   0 0 10,500
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,273,742 6,415 SH   SOLE   0 0 6,415
ASPEN TECHNOLOGY INC COM 045327103   1,199,131 15,200 SH   SOLE   0 0 15,200
ASTRAZENECA PLC SPONSORED ADR 046353108   817,600 23,380 SH   SOLE   0 0 23,380
ATHENAHEALTH INC COM 04685W103   217,263 1,519 SH   SOLE   0 0 1,519
AUTODESK INC COM 052769106   354,638 2,824 SH   SOLE   0 0 2,824
AUTOHOME INC SP ADR RP CL A 05278C107   2,997,454 34,878 SH   SOLE   0 0 34,878
AUTOLIV INC COM 052800109   684,990 4,694 SH   SOLE   0 0 4,694
AUTOMATIC DATA PROCESSING IN COM 053015103   1,853,554 16,334 SH   SOLE   0 0 16,334
AUTOZONE INC COM 053332102   1,417,506 2,185 SH   SOLE   0 0 2,185
AVALONBAY CMNTYS INC COM 053484101   1,806,589 10,985 SH   SOLE   0 0 10,985
BAKER HUGHES A GE CO CL A 05722G100   315,616 11,365 SH   SOLE   0 0 11,365
BALCHEM CORP COM 057665200   588,082 7,194 SH   SOLE   0 0 7,194
BARNES GROUP INC COM 067806109   717,114 11,974 SH   SOLE   0 0 11,974
BEST BUY INC COM 086516101   1,023,225 14,620 SH   SOLE   0 0 14,620
BIOGEN INC COM 09062X103   471,096 1,720 SH   SOLE   0 0 1,720
BIOMARIN PHARMACEUTICAL INC COM 09061G101   474,260 5,850 SH   SOLE   0 0 5,850
BLOCK H & R INC COM 093671105   394,770 15,536 SH   SOLE   0 0 15,536
BOOKING HLDGS INC COM 09857L108   1,260,098 606 SH   SOLE   0 0 606
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,031,691 26,645 SH   SOLE   0 0 26,645
BORGWARNER INC COM 099724106   569,175 11,331 SH   SOLE   0 0 11,331
BRISTOL MYERS SQUIBB CO COM 110122108   990,182 15,655 SH   SOLE   0 0 15,655
BROADCOM LTD SHS Y09827109   691,324 2,934 SH   SOLE   0 0 2,934
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   671,412 6,121 SH   SOLE   0 0 6,121
BRUKER CORP COM 116794108   272,511 9,108 SH   SOLE   0 0 9,108
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   892,930 9,529 SH   SOLE   0 0 9,529
CA INC COM 12673P105   1,297,394 38,271 SH   SOLE   0 0 38,271
CACI INTL INC CL A 127190304   238,912 1,579 SH   SOLE   0 0 1,579
CADENCE DESIGN SYSTEM INC COM 127387108   748,674 20,361 SH   SOLE   0 0 20,361
CALAMP CORP COM 128126109   660,971 28,889 SH   SOLE   0 0 28,889
CALLON PETE CO DEL COM 13123X102   717,041 54,157 SH   SOLE   0 0 54,157
CAMBREX CORP COM 132011107   398,659 7,623 SH   SOLE   0 0 7,623
CAMDEN PPTY TR SH BEN INT 133131102   319,718 3,798 SH   SOLE   0 0 3,798
CAMPBELL SOUP CO COM 134429109   1,179,373 27,231 SH   SOLE   0 0 27,231
CARTER INC COM 146229109   1,652,092 15,870 SH   SOLE   0 0 15,870
CAVCO INDS INC DEL COM 149568107   403,656 2,323 SH   SOLE   0 0 2,323
CELANESE CORP DEL COM SER A 150870103   870,684 8,689 SH   SOLE   0 0 8,689
CELGENE CORP COM 151020104   1,034,466 11,596 SH   SOLE   0 0 11,596
CERNER CORP COM 156782104   285,096 4,915 SH   SOLE   0 0 4,915
CHARLES RIV LABS INTL INC COM 159864107   687,192 6,438 SH   SOLE   0 0 6,438
CHEVRON CORP NEW COM 166764100   3,559,422 31,212 SH   SOLE   0 0 31,212
CHOICE HOTELS INTL INC COM 169905106   479,057 5,977 SH   SOLE   0 0 5,977
CHURCH & DWIGHT INC COM 171340102   591,621 11,748 SH   SOLE   0 0 11,748
CINTAS CORP COM 172908105   2,947,811 17,281 SH   SOLE   0 0 17,281
CITRIX SYS INC COM 177376100   1,453,248 15,660 SH   SOLE   0 0 15,660
CLOROX CO DEL COM 189054109   2,496,132 18,752 SH   SOLE   0 0 18,752
COCA COLA CO COM 191216100   1,768,096 40,711 SH   SOLE   0 0 40,711
COGNEX CORP COM 192422103   335,439 6,452 SH   SOLE   0 0 6,452
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,079,448 13,409 SH   SOLE   0 0 13,409
COLGATE PALMOLIVE CO COM 194162103   1,882,588 26,264 SH   SOLE   0 0 26,264
COOPER COS INC COM NEW 216648402   999,213 4,367 SH   SOLE   0 0 4,367
COPART INC COM 217204106   1,782,003 34,989 SH   SOLE   0 0 34,989
CORESITE RLTY CORP COM 21870Q105   972,142 9,696 SH   SOLE   0 0 9,696
CORNING INC COM 219350105   1,726,149 61,914 SH   SOLE   0 0 61,914
COSTCO WHSL CORP NEW COM 22160K105   1,293,377 6,864 SH   SOLE   0 0 6,864
CROWN CASTLE INTL CORP NEW COM 22822V101   1,060,017 9,671 SH   SOLE   0 0 9,671
CUMMINS INC COM 231021106   1,105,611 6,821 SH   SOLE   0 0 6,821
DCT INDUSTRIAL TRUST INC COM NEW 233153204   265,809 4,718 SH   SOLE   0 0 4,718
DELTA AIR LINES INC DEL COM NEW 247361702   513,684 9,372 SH   SOLE   0 0 9,372
DENTSPLY SIRONA INC COM 24906P109   300,644 5,976 SH   SOLE   0 0 5,976
DEXCOM INC COM 252131107   436,802 5,890 SH   SOLE   0 0 5,890
DIGITAL RLTY TR INC COM 253868103   811,336 7,699 SH   SOLE   0 0 7,699
DOLLAR GEN CORP NEW COM 256677105   2,161,658 23,107 SH   SOLE   0 0 23,107
DONALDSON INC COM 257651109   1,416,526 31,443 SH   SOLE   0 0 31,443
DORMAN PRODUCTS INC COM 258278100   570,986 8,624 SH   SOLE   0 0 8,624
DOVER CORP COM 260003108   2,642,623 26,905 SH   SOLE   0 0 26,905
DOWDUPONT INC COM 26078J100   1,047,233 16,437 SH   SOLE   0 0 16,437
DUKE REALTY CORP COM NEW 264411505   369,199 13,943 SH   SOLE   0 0 13,943
EATON CORP PLC SHS G29183103   468,922 5,868 SH   SOLE   0 0 5,868
ECOLAB INC COM 278865100   1,759,012 12,833 SH   SOLE   0 0 12,833
EDUCATION RLTY TR INC COM NEW 28140H203   691,462 21,113 SH   SOLE   0 0 21,113
EDWARDS LIFESCIENCES CORP COM 28176E108   922,131 6,609 SH   SOLE   0 0 6,609
ELECTRONIC ARTS INC COM 285512109   1,082,824 8,931 SH   SOLE   0 0 8,931
EMERSON ELEC CO COM 291011104   3,016,419 44,164 SH   SOLE   0 0 44,164
ENERGIZER HLDGS INC NEW COM 29272W109   583,884 9,800 SH   SOLE   0 0 9,800
EOG RES INC COM 26875P101   372,774 3,541 SH   SOLE   0 0 3,541
EQUIFAX INC COM 294429105   489,265 4,153 SH   SOLE   0 0 4,153
EQUINIX INC COM PAR $0.001 29444U700   2,037,653 4,873 SH   SOLE   0 0 4,873
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,333,378 15,192 SH   SOLE   0 0 15,192
EQUITY RESIDENTIAL SH BEN INT 29476L107   930,614 15,102 SH   SOLE   0 0 15,102
ESSEX PPTY TR INC COM 297178105   632,785 2,629 SH   SOLE   0 0 2,629
EXPEDIA GROUP INC COM NEW 30212P303   262,113 2,374 SH   SOLE   0 0 2,374
EXTRA SPACE STORAGE INC COM 30225T102   703,083 8,048 SH   SOLE   0 0 8,048
EXXON MOBIL CORP COM 30231G102   1,215,652 16,293 SH   SOLE   0 0 16,293
F5 NETWORKS INC COM 315616102   616,271 4,262 SH   SOLE   0 0 4,262
FACEBOOK INC CL A 30303M102   7,189,315 44,992 SH   SOLE   0 0 44,992
FACTSET RESH SYS INC COM 303075105   1,203,558 6,035 SH   SOLE   0 0 6,035
FASTENAL CO COM 311900104   776,975 14,233 SH   SOLE   0 0 14,233
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   2,502,840 21,556 SH   SOLE   0 0 21,556
FIVE BELOW INC COM 33829M101   566,807 7,728 SH   SOLE   0 0 7,728
FLOWSERVE CORP COM 34354P105   299,047 6,902 SH   SOLE   0 0 6,902
FOOT LOCKER INC COM 344849104   505,585 11,102 SH   SOLE   0 0 11,102
FORTUNE BRANDS HOME & SEC IN COM 34964C106   551,564 9,366 SH   SOLE   0 0 9,366
FORWARD AIR CORP COM 349853101   711,627 13,462 SH   SOLE   0 0 13,462
FOX FACTORY HLDG CORP COM 35138V102   1,530,620 43,857 SH   SOLE   0 0 43,857
FRANKLIN ELEC INC COM 353514102   559,542 13,731 SH   SOLE   0 0 13,731
GAP INC DEL COM 364760108   1,277,428 40,943 SH   SOLE   0 0 40,943
GARMIN LTD SHS H2906T109   379,474 6,439 SH   SOLE   0 0 6,439
GARTNER INC COM 366651107   1,710,456 14,542 SH   SOLE   0 0 14,542
GENUINE PARTS CO COM 372460105   2,930,007 32,614 SH   SOLE   0 0 32,614
GILDAN ACTIVEWEAR INC COM 375916103   1,228,005 42,506 SH   SOLE   0 0 42,506
GODADDY INC CL A 380237107   552,534 8,996 SH   SOLE   0 0 8,996
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   1,031,268 10,350 SH   SOLE   0 0 10,350
GRAINGER W W INC COM 384802104   2,696,018 9,551 SH   SOLE   0 0 9,551
GRANITE CONSTR INC COM 387328107   786,219 14,075 SH   SOLE   0 0 14,075
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   747,770 4,384 SH   SOLE   0 0 4,384
HEICO CORP NEW CL A 422806208   2,128,072 29,994 SH   SOLE   0 0 29,994
HELMERICH & PAYNE INC COM 423452101   1,175,839 17,666 SH   SOLE   0 0 17,666
HENRY JACK & ASSOC INC COM 426281101   299,230 2,474 SH   SOLE   0 0 2,474
HERSHEY CO COM 427866108   312,912 3,162 SH   SOLE   0 0 3,162
HEXCEL CORP NEW COM 428291108   904,195 13,999 SH   SOLE   0 0 13,999
HILL ROM HLDGS INC COM 431475102   243,600 2,800 SH   SOLE   0 0 2,800
HOLOGIC INC COM 436440101   1,208,517 32,348 SH   SOLE   0 0 32,348
HOME DEPOT INC COM 437076102   2,033,204 11,407 SH   SOLE   0 0 11,407
HONEYWELL INTL INC COM 438516106   205,001 1,419 SH   SOLE   0 0 1,419
HUNT J B TRANS SVCS INC COM 445658107   1,324,849 11,309 SH   SOLE   0 0 11,309
HUNTSMAN CORP COM 447011107   400,725 13,700 SH   SOLE   0 0 13,700
IHS MARKIT LTD SHS G47567105   1,153,449 23,911 SH   SOLE   0 0 23,911
ILLINOIS TOOL WKS INC COM 452308109   1,940,080 12,384 SH   SOLE   0 0 12,384
ILLUMINA INC COM 452327109   763,866 3,231 SH   SOLE   0 0 3,231
IMPERIAL OIL LTD COM NEW 453038408   1,047,527 39,529 SH   SOLE   0 0 39,529
INGERSOLL-RAND PLC SHS G47791101   1,466,993 17,156 SH   SOLE   0 0 17,156
INGREDION INC COM 457187102   496,541 3,852 SH   SOLE   0 0 3,852
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   727,515 13,146 SH   SOLE   0 0 13,146
INTEL CORP COM 458140100   1,193,808 22,923 SH   SOLE   0 0 22,923
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,743,911 12,738 SH   SOLE   0 0 12,738
INTUIT COM 461202103   853,010 4,921 SH   SOLE   0 0 4,921
IONIS PHARMACEUTICALS INC COM 462222100   343,251 7,787 SH   SOLE   0 0 7,787
IPG PHOTONICS CORP COM 44980X109   982,530 4,210 SH   SOLE   0 0 4,210
JETBLUE AIRWAYS CORP COM 477143101   338,551 16,661 SH   SOLE   0 0 16,661
JOHNSON & JOHNSON COM 478160104   3,461,544 27,012 SH   SOLE   0 0 27,012
JPMORGAN CHASE & CO COM 46625H100   207,403 1,886 SH   SOLE   0 0 1,886
KELLOGG CO COM 487836108   449,804 6,919 SH   SOLE   0 0 6,919
KEYSIGHT TECHNOLOGIES INC COM 49338L103   479,656 9,156 SH   SOLE   0 0 9,156
KFORCE INC COM 493732101   755,496 27,930 SH   SOLE   0 0 27,930
KILROY RLTY CORP COM 49427F108   268,781 3,788 SH   SOLE   0 0 3,788
KIMBERLY CLARK CORP COM 494368103   2,388,211 21,685 SH   SOLE   0 0 21,685
KLA-TENCOR CORP COM 482480100   2,208,703 20,261 SH   SOLE   0 0 20,261
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   1,193,579 31,156 SH   SOLE   0 0 31,156
LAM RESEARCH CORP COM 512807108   2,593,203 12,764 SH   SOLE   0 0 12,764
LAUDER ESTEE COS INC CL A 518439104   2,325,111 15,530 SH   SOLE   0 0 15,530
LEAR CORP COM NEW 521865204   1,848,416 9,933 SH   SOLE   0 0 9,933
LEGGETT & PLATT INC COM 524660107   1,637,927 36,924 SH   SOLE   0 0 36,924
LILLY ELI & CO COM 532457108   1,374,520 17,766 SH   SOLE   0 0 17,766
LINCOLN ELEC HLDGS INC COM 533900106   790,930 8,793 SH   SOLE   0 0 8,793
LITTELFUSE INC COM 537008104   844,190 4,055 SH   SOLE   0 0 4,055
LOWES COS INC COM 548661107   1,671,536 19,049 SH   SOLE   0 0 19,049
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,445,128 13,675 SH   SOLE   0 0 13,675
MAGNA INTL INC COM 559222401   401,646 7,128 SH   SOLE   0 0 7,128
MANPOWERGROUP INC COM 56418H100   403,892 3,509 SH   SOLE   0 0 3,509
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   496,267 23,632 SH   SOLE   0 0 23,632
MASCO CORP COM 574599106   356,600 8,818 SH   SOLE   0 0 8,818
MASIMO CORP COM 574795100   499,951 5,684 SH   SOLE   0 0 5,684
MATADOR RES CO COM 576485205   601,106 20,097 SH   SOLE   0 0 20,097
MCCORMICK & CO INC COM NON VTG 579780206   1,917,903 18,027 SH   SOLE   0 0 18,027
MEDTRONIC PLC SHS G5960L103   3,296,621 41,095 SH   SOLE   0 0 41,095
MERCK & CO INC COM 58933Y105   895,325 16,437 SH   SOLE   0 0 16,437
METHODE ELECTRS INC COM 591520200   495,135 12,663 SH   SOLE   0 0 12,663
METTLER TOLEDO INTERNATIONAL COM 592688105   1,450,997 2,523 SH   SOLE   0 0 2,523
MICROCHIP TECHNOLOGY INC COM 595017104   2,096,382 22,946 SH   SOLE   0 0 22,946
MICROSOFT CORP COM 594918104   5,072,746 55,580 SH   SOLE   0 0 55,580
MID AMER APT CMNTYS INC COM 59522J103   375,823 4,119 SH   SOLE   0 0 4,119
MOHAWK INDS INC COM 608190104   363,192 1,564 SH   SOLE   0 0 1,564
MONSTER BEVERAGE CORP NEW COM 61174X109   689,362 12,050 SH   SOLE   0 0 12,050
MOODYS CORP COM 615369105   1,589,262 9,853 SH   SOLE   0 0 9,853
NATIONAL OILWELL VARCO INC COM 637071101   781,079 21,219 SH   SOLE   0 0 21,219
NAVIGANT CONSULTING INC COM 63935N107   745,220 38,733 SH   SOLE   0 0 38,733
NAVIOS MARITIME PARTNERS L P UNIT LPI Y62267102   23,220 12,900 SH   SOLE   0 0 12,900
NORDIC AMERN OFFSHORE LTD SHS G65772108   15,620 14,200 SH   SOLE   0 0 14,200
NOVARTIS A G SPONSORED ADR 66987V109   1,258,763 15,569 SH   SOLE   0 0 15,569
NOVO-NORDISK A S ADR 670100205   2,179,018 44,244 SH   SOLE   0 0 44,244
NU SKIN ENTERPRISES INC CL A 67018T105   331,032 4,491 SH   SOLE   0 0 4,491
NUCOR CORP COM 670346105   1,581,692 25,891 SH   SOLE   0 0 25,891
O REILLY AUTOMOTIVE INC NEW COM 67103H107   781,432 3,159 SH   SOLE   0 0 3,159
OCCIDENTAL PETE CORP DEL COM 674599105   837,607 12,894 SH   SOLE   0 0 12,894
OLD DOMINION FGHT LINES INC COM 679580100   1,882,012 12,805 SH   SOLE   0 0 12,805
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   1,751,624 29,048 SH   SOLE   0 0 29,048
OMNICELL INC COM 68213N109   350,425 8,074 SH   SOLE   0 0 8,074
OPKO HEALTH INC COM 68375N103   48,609 15,334 SH   SOLE   0 0 15,334
PACKAGING CORP AMER COM 695156109   1,336,847 11,862 SH   SOLE   0 0 11,862
PALO ALTO NETWORKS INC COM 697435105   495,456 2,729 SH   SOLE   0 0 2,729
PANDORA MEDIA INC COM 698354107   125,861 25,022 SH   SOLE   0 0 25,022
PARKER HANNIFIN CORP COM 701094104   1,379,284 8,065 SH   SOLE   0 0 8,065
PAYCOM SOFTWARE INC COM 70432V102   512,567 4,773 SH   SOLE   0 0 4,773
PENTAIR PLC SHS G7S00T104   1,010,612 14,834 SH   SOLE   0 0 14,834
PEPSICO INC COM 713448108   2,887,645 26,456 SH   SOLE   0 0 26,456
PHILLIPS 66 COM 718546104   1,093,794 11,403 SH   SOLE   0 0 11,403
PILGRIMS PRIDE CORP NEW COM 72147K108   682,171 27,719 SH   SOLE   0 0 27,719
PPG INDS INC COM 693506107   796,157 7,134 SH   SOLE   0 0 7,134
PRAXAIR INC COM 74005P104   1,423,963 9,868 SH   SOLE   0 0 9,868
PROCTER AND GAMBLE CO COM 742718109   2,686,381 33,885 SH   SOLE   0 0 33,885
PROLOGIS INC COM 74340W103   1,242,535 19,726 SH   SOLE   0 0 19,726
PS BUSINESS PKS INC CALIF COM 69360J107   271,859 2,405 SH   SOLE   0 0 2,405
PUBLIC STORAGE COM 74460D109   2,588,737 12,918 SH   SOLE   0 0 12,918
PVH CORP COM 693656100   683,310 4,512 SH   SOLE   0 0 4,512
QUANTA SVCS INC COM 74762E102   1,869,632 54,429 SH   SOLE   0 0 54,429
RALPH LAUREN CORP CL A 751212101   513,943 4,597 SH   SOLE   0 0 4,597
RANDGOLD RES LTD ADR 752344309   854,165 10,261 SH   SOLE   0 0 10,261
RBC BEARINGS INC COM 75524B104   1,339,708 10,787 SH   SOLE   0 0 10,787
REALTY INCOME CORP COM 756109104   542,639 10,490 SH   SOLE   0 0 10,490
RED HAT INC COM 756577102   776,753 5,195 SH   SOLE   0 0 5,195
REGENCY CTRS CORP COM 758849103   509,574 8,640 SH   SOLE   0 0 8,640
ROCKWELL AUTOMATION INC COM 773903109   1,258,018 7,222 SH   SOLE   0 0 7,222
ROPER TECHNOLOGIES INC COM 776696106   1,638,159 5,836 SH   SOLE   0 0 5,836
ROSS STORES INC COM 778296103   1,698,293 21,779 SH   SOLE   0 0 21,779
RPM INTL INC COM 749685103   303,849 6,374 SH   SOLE   0 0 6,374
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203   1,567,752 12,762 SH   SOLE   0 0 12,762
SALESFORCE COM INC COM 79466L302   1,017,044 8,745 SH   SOLE   0 0 8,745
SAP SE SPON ADR 803054204   958,863 9,118 SH   SOLE   0 0 9,118
SCHEIN HENRY INC COM 806407102   982,745 14,622 SH   SOLE   0 0 14,622
SCHLUMBERGER LTD COM 806857108   1,553,072 23,975 SH   SOLE   0 0 23,975
SENSIENT TECHNOLOGIES CORP COM 81725T100   596,578 8,453 SH   SOLE   0 0 8,453
SERVICENOW INC COM 81762P102   981,449 5,932 SH   SOLE   0 0 5,932
SHERWIN WILLIAMS CO COM 824348106   1,835,391 4,681 SH   SOLE   0 0 4,681
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   436,549 9,072 SH   SOLE   0 0 9,072
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864   142,517 16,476 SH   SOLE   0 0 16,476
SIRIUS XM HLDGS INC COM 82968B103   1,006,342 161,273 SH   SOLE   0 0 161,273
SKECHERS U S A INC CL A 830566105   303,342 7,800 SH   SOLE   0 0 7,800
SKYWORKS SOLUTIONS INC COM 83088M102   2,154,726 21,491 SH   SOLE   0 0 21,491
SMITH A O COM 831865209   1,511,162 23,764 SH   SOLE   0 0 23,764
SONOCO PRODS CO COM 835495102   376,777 7,769 SH   SOLE   0 0 7,769
SOUTHERN COPPER CORP COM 84265V105   3,021,263 55,763 SH   SOLE   0 0 55,763
SOUTHWEST AIRLS CO COM 844741108   1,026,101 17,914 SH   SOLE   0 0 17,914
SPDR GOLD TRUST GOLD SHS 78463V107   595,616 4,735 SH   SOLE   0 0 4,735
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   1,139,126 13,610 SH   SOLE   0 0 13,610
SPLUNK INC COM 848637104   509,070 5,174 SH   SOLE   0 0 5,174
SQUARE INC CL A 852234103   568,949 11,564 SH   SOLE   0 0 11,564
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   537,956 10,029 SH   SOLE   0 0 10,029
STANLEY BLACK & DECKER INC COM 854502101   1,832,167 11,959 SH   SOLE   0 0 11,959
STARBUCKS CORP COM 855244109   923,161 15,947 SH   SOLE   0 0 15,947
STEEL DYNAMICS INC COM 858119100   1,468,697 33,213 SH   SOLE   0 0 33,213
STRATA SKIN SCIENCES INC COM NEW 86272A206   13,104 11,200 SH   SOLE   0 0 11,200
STRYKER CORP COM 863667101   801,053 4,978 SH   SOLE   0 0 4,978
SYKES ENTERPRISES INC COM 871237103   447,171 15,452 SH   SOLE   0 0 15,452
SYNERGY PHARMACEUTICALS DEL COM NEW 871639308   59,747 32,649 SH   SOLE   0 0 32,649
TABLEAU SOFTWARE INC CL A 87336U105   911,246 11,275 SH   SOLE   0 0 11,275
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   1,795,070 41,021 SH   SOLE   0 0 41,021
TAPESTRY INC COM 876030107   1,734,917 32,977 SH   SOLE   0 0 32,977
TE CONNECTIVITY LTD REG SHS H84989104   610,087 6,107 SH   SOLE   0 0 6,107
TESLA INC COM 88160R101   306,187 1,151 SH   SOLE   0 0 1,151
TETRA TECH INC NEW COM 88162G103   646,265 13,203 SH   SOLE   0 0 13,203
THOR INDS INC COM 885160101   1,261,594 10,954 SH   SOLE   0 0 10,954
TIFFANY & CO NEW COM 886547108   480,189 4,917 SH   SOLE   0 0 4,917
TJX COS INC NEW COM 872540109   885,718 10,860 SH   SOLE   0 0 10,860
TRACTOR SUPPLY CO COM 892356106   260,210 4,129 SH   SOLE   0 0 4,129
TRANSUNION COM 89400J107   1,143,663 20,142 SH   SOLE   0 0 20,142
TYLER TECHNOLOGIES INC COM 902252105   1,084,671 5,142 SH   SOLE   0 0 5,142
U S PHYSICAL THERAPY INC COM 90337L108   479,450 5,897 SH   SOLE   0 0 5,897
ULTA BEAUTY INC COM 90384S303   849,900 4,161 SH   SOLE   0 0 4,161
UNILEVER PLC SPON ADR NEW 904767704   320,283 5,765 SH   SOLE   0 0 5,765
UNION PAC CORP COM 907818108   2,023,995 15,056 SH   SOLE   0 0 15,056
UNITED THERAPEUTICS CORP DEL COM 91307C102   325,993 2,901 SH   SOLE   0 0 2,901
V F CORP COM 918204108   1,772,195 23,910 SH   SOLE   0 0 23,910
VEEVA SYS INC CL A COM 922475108   208,837 2,860 SH   SOLE   0 0 2,860
VERISIGN INC COM 92343E102   762,574 6,432 SH   SOLE   0 0 6,432
VULCAN MATLS CO COM 929160109   313,968 2,750 SH   SOLE   0 0 2,750
WABCO HLDGS INC COM 92927K102   845,791 6,318 SH   SOLE   0 0 6,318
WALGREENS BOOTS ALLIANCE INC COM 931427108   2,369,127 36,186 SH   SOLE   0 0 36,186
WALMART INC COM 931142103   2,607,309 29,305 SH   SOLE   0 0 29,305
WATERS CORP COM 941848103   1,326,982 6,680 SH   SOLE   0 0 6,680
WESTLAKE CHEM CORP COM 960413102   450,713 4,055 SH   SOLE   0 0 4,055
WEYERHAEUSER CO COM 962166104   1,419,188 40,548 SH   SOLE   0 0 40,548
WILLIAMS SONOMA INC COM 969904101   469,617 8,901 SH   SOLE   0 0 8,901
WORKDAY INC CL A 98138H101   698,469 5,495 SH   SOLE   0 0 5,495
XILINX INC COM 983919101   774,537 10,722 SH   SOLE   0 0 10,722
XPO LOGISTICS INC COM 983793100   305,430 3,000 SH   SOLE   0 0 3,000
ZILLOW GROUP INC CL C CAP STK 98954M200   311,610 5,792 SH   SOLE   0 0 5,792
ZOETIS INC CL A 98978V103   1,185,424 14,195 SH   SOLE   0 0 14,195