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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 79,154 431,263 SH   SOLE   431,263 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 66,847 1,527,576 SH   SOLE   1,527,576 0 0
JP MORGAN CHASE & CO COM 46625H100 43,728 397,640 SH   SOLE   397,640 0 0
LEAR CORP COM NEW 521865204 38,747 208,217 SH   SOLE   208,217 0 0
FACEBOOK INC CL A 30303M102 37,563 235,080 SH   SOLE   235,080 0 0
AMAZON COM INC COM 023135106 37,224 25,719 SH   SOLE   25,719 0 0
APPLE INC COM 037833100 36,782 219,230 SH   SOLE   219,230 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 36,296 169,607 SH   SOLE   169,607 0 0
YY INC ADS REPCOM CL A 98426T106 36,294 345,000 SH   SOLE   345,000 0 0
ALPHABET INC CAP STK CL A 02079K305 33,317 32,124 SH   SOLE   32,124 0 0
MASTERCARD INC CL A 57636Q104 29,392 167,800 SH   SOLE   167,800 0 0
COPART INC COM 217204106 29,068 570,744 SH   SOLE   570,744 0 0
STATE STR CORP COM 857477103 28,992 290,700 SH   SOLE   290,700 0 0
BROADCOM LTD SHS 11135F101 28,370 120,392 SH   SOLE   120,392 0 0
APPLIED MATLS INC COM 038222105 27,167 488,521 SH   SOLE   488,521 0 0
CBRE GROUP INC CL A 12504L109 26,490 561,000 SH   SOLE   561,000 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 26,300 170,779 SH   SOLE   170,779 0 0
ALIGN TECHNOLOGY INC COM 016255101 26,134 104,066 SH   SOLE   104,066 0 0
LAM RESEARCH CORP COM 512807108 26,130 128,617 SH   SOLE   128,617 0 0
AETNA INC NEW COM 00817Y108 25,863 153,033 SH   SOLE   153,033 0 0
ARISTA NETWORKS INC COM 040413106 24,492 95,935 SH   SOLE   95,935 0 0
BLACKROCK INC COM 09247X101 23,998 44,300 SH   SOLE   44,300 0 0
BIOGEN IDEC INC COM 09062X103 23,357 85,300 SH   SOLE   85,300 0 0
PRICE T ROWE GROUP INC COM 74144T108 23,062 213,600 SH   SOLE   213,600 0 0
UNITED RENTALS INC COM 911363109 23,025 133,300 SH   SOLE   133,300 0 0
PRA HEALTH SCIENCES INC COM 69354M108 22,738 274,080 SH   SOLE   274,080 0 0
CDW CORP COM 12514G108 22,226 316,111 SH   SOLE   316,111 0 0
CIGNA CORP COM 125509109 21,974 131,000 SH   SOLE   131,000 0 0
WEIBO CORP SPONSORED ADR 948596101 21,099 176,500 SH   SOLE   176,500 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 20,987 244,200 SH   SOLE   244,200 0 0
SANDERSON FARMS INC COM 800013104 20,864 175,300 SH   SOLE   175,300 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 20,610 695,800 SH   SOLE   695,800 0 0
JOHNSON & JOHNSON COM 478160104 20,017 156,198 SH   SOLE   156,198 0 0
BORGWARNER INC COM 099724106 19,680 391,800 SH   SOLE   391,800 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 19,605 331,000 SH   SOLE   331,000 0 0
SYNOPSYS INC COM 871607107 18,927 227,383 SH   SOLE   227,383 0 0
GALLAGHER ARTHUR J & CO COM 363576109 18,636 271,150 SH   SOLE   271,150 0 0
THOR INDS INC COM 885160101 18,510 160,719 SH   SOLE   160,719 0 0
DANA INCORPORATED COM 235825205 17,857 693,216 SH   SOLE   693,216 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 17,000 328,000 SH   SOLE   328,000 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 16,668 677,300 SH   SOLE   677,300 0 0
MARATHON PETE CORP COM 56585A102 16,545 226,300 SH   SOLE   226,300 0 0
ABBVIE INC COM 00287Y109 16,497 174,300 SH   SOLE   174,300 0 0
STEEL DYNAMICS INC COM 858119100 16,204 366,450 SH   SOLE   366,450 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 16,166 185,388 SH   SOLE   185,388 0 0
GENTEX CORP COM 371901109 16,142 701,200 SH   SOLE   701,200 0 0
MKS INSTRUMENT INC COM 55306N104 14,963 129,386 SH   SOLE   129,386 0 0
SYNNEX CORP COM 87162W100 14,551 122,900 SH   SOLE   122,900 0 0
PAYCOM SOFTWARE INC COM 70432V102 14,311 133,264 SH   SOLE   133,264 0 0
RAYTHEON CO COM NEW 755111507 14,262 66,085 SH   SOLE   66,085 0 0
INFOSYS LTD SPONSORED ADR 456788108 14,066 788,000 SH   SOLE   788,000 0 0
ON ASSIGNMENT INC COM 00191U102 13,931 170,138 SH   SOLE   170,138 0 0
VISA INC COM CL A 92826C839 13,046 109,059 SH   SOLE   109,059 0 0
BOOKING HLDGS INC COM 09857L108 13,021 6,259 SH   SOLE   6,259 0 0
LAZARD LTD SHS A G54050102 12,998 247,300 SH   SOLE   247,300 0 0
SMITH AO COM 831865209 12,671 199,261 SH   SOLE   199,261 0 0
GENERAL DYNAMICS CORP COM 369550108 11,466 51,906 SH   SOLE   51,906 0 0
TERADYNE INC COM 880770102 11,327 247,800 SH   SOLE   247,800 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 10,676 121,800 SH   SOLE   121,800 0 0
HCA HOLDINGS INC COM 40412C101 10,602 109,300 SH   SOLE   109,300 0 0
LINCOLN NATL CORP IND COM 534187109 9,812 134,300 SH   SOLE   134,300 0 0
NETEASE INC SPONSORED ADR 64110W102 9,643 34,391 SH   SOLE   34,391 0 0
BERRY PLASTICS GROUP INC COM 08579W103 9,635 175,788 SH   SOLE   175,788 0 0
MGIC INVT CORP WIS COM 552848103 9,423 724,832 SH   SOLE   724,832 0 0
ROPER INDS INC NEW COM 776696106 8,667 30,878 SH   SOLE   30,878 0 0
COMCAST CORP NEW CL A SPL 20030N101 8,613 252,071 SH   SOLE   252,071 0 0
IPG PHOTONICS CORP COM 44980X109 8,448 36,200 SH   SOLE   36,200 0 0
LITTLEFUSE INC COM 537008104 7,703 37,000 SH   SOLE   37,000 0 0
AMPHENOL CORP NEW CL A 032095101 7,683 89,200 SH   SOLE   89,200 0 0
WORLDPAY INC CL A 981558109 7,410 90,100 SH   SOLE   90,100 0 0
ARROW ELECTRS INC COM 042735100 7,109 92,300 SH   SOLE   92,300 0 0
D R HORTON INC COM 23331A109 6,922 157,900 SH   SOLE   157,900 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 6,835 35,300 SH   SOLE   35,300 0 0
INTEL CORP COM 458140100 6,567 126,100 SH   SOLE   126,100 0 0
LCI INDS COM 50189K103 6,529 62,691 SH   SOLE   62,691 0 0
VMWARE INC CL A COM 928563402 5,857 48,300 SH   SOLE   48,300 0 0
MOELIS & CO CL A 60786M105 5,769 113,455 SH   SOLE   113,455 0 0
TENNECO INC COM 880349105 5,482 99,900 SH   SOLE   99,900 0 0
GARMIN LTD SHS H2906T109 5,115 86,800 SH   SOLE   86,800 0 0
NICE LTD SPONSORED ADR 653656108 4,480 47,700 SH   SOLE   47,700 0 0
HASBRO INC COM 418056107 4,326 51,322 SH   SOLE   51,322 0 0
TERNIUM SA SPON ADR 880890108 3,574 110,000 SH   SOLE   110,000 0 0
CINTAS CORP COM 172908105 1,767 10,359 SH   SOLE   10,359 0 0
EXTREME NETWORKS INC COM 30226D106 725 65,471 SH   SOLE   65,471 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 707 7,699 SH   SOLE   7,699 0 0
ENTEGRIS INC COM 29362U104 636 18,262 SH   SOLE   18,262 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 564 29,316 SH   SOLE   29,316 0 0
ORBOTECH LTD ORD SHS CL A M75253100 509 8,182 SH   SOLE   8,182 0 0
ALAMO GROUP INC COM 011311107 507 4,609 SH   SOLE   4,609 0 0
FOX FACTORY HLDG CORP COM 35138V102 489 14,006 SH   SOLE   14,006 0 0
VIRTU FINL INC CL A 928254101 477 14,448 SH   SOLE   14,448 0 0
GREEN DOT CORP CL A 39304D102 462 7,194 SH   SOLE   7,194 0 0
MCBC HLDGS INC COM 55276F107 459 18,209 SH   SOLE   18,209 0 0
REGIONAL MGMT CORP COM 75902K106 443 13,927 SH   SOLE   13,927 0 0
VONAGE HLDGS CORP COM 92886T201 440 41,304 SH   SOLE   41,304 0 0
FEDERATED INVS INC PA CL B 314211103 438 13,101 SH   SOLE   13,101 0 0
LGI HOMES INC COM 50187T106 430 6,098 SH   SOLE   6,098 0 0
PETMED EXPRESS INC COM 716382106 429 10,267 SH   SOLE   10,267 0 0
ICHOR HOLDINGS SHS G4740B105 421 17,395 SH   SOLE   17,395 0 0
HOULIHAN LOKEY INC CL A 441593100 417 9,342 SH   SOLE   9,342 0 0
TEXAS ROADHOUSE INC COM 882681109 403 6,969 SH   SOLE   6,969 0 0
MEDPACE HLDGS INC COM 58506Q109 394 11,284 SH   SOLE   11,284 0 0
GENERAC HLDGS INC COM 368736104 388 8,441 SH   SOLE   8,441 0 0
HEICO CORP NEW CL A 422806109 385 4,438 SH   SOLE   4,438 0 0
ONEMAIN HLDGS INC COM 68268W103 382 12,745 SH   SOLE   12,745 0 0
DECKERS OUTDOOR CORP COM 243537107 380 4,223 SH   SOLE   4,223 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 369 13,363 SH   SOLE   13,363 0 0
BEACON ROOFING SUPPLY INC COM 073685109 369 6,949 SH   SOLE   6,949 0 0
RADIAN GROUP INC COM 750236101 352 18,477 SH   SOLE   18,477 0 0
KADANT INC COM 48282T104 349 3,690 SH   SOLE   3,690 0 0
ESSENT GROUP LTD COM G3198U102 344 8,077 SH   SOLE   8,077 0 0
BELDEN INC COM 077454106 339 4,917 SH   SOLE   4,917 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 324 11,020 SH   SOLE   11,020 0 0
WINNEBAGO INDS INC COM 974637100 301 8,011 SH   SOLE   8,011 0 0
ADVANCED ENERGY INDS COM 007973100 220 3,439 SH   SOLE   3,439 0 0