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
AAON INC COM PAR $0.004 000360206 1,351 49,100 SH   SOLE 49,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 13,572 119,800 SH   SOLE 119,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 17,794 449,000 SH   SOLE 449,000 0 0
ACUITY BRANDS INC COM 00508Y102 21,597 87,100 SH   SOLE 87,100 0 0
ADVISORY BRD CO COM 00762W107 1,200 33,900 SH   SOLE 33,900 0 0
AFFILIATED MANAGERS GROUP COM 008252108 1,731 12,300 SH   SOLE 12,300 0 0
AIR METHODS CORP COM PAR $.06 009128307 1,498 41,800 SH   SOLE 41,800 0 0
AIR PRODS & CHEMS INC COM 009158106 2,131 15,000 SH   SOLE 15,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 9,620 172,000 SH   SOLE 172,000 0 0
AKORN INC COM 009728106 2,250 79,000 SH   SOLE 79,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 22,651 194,000 SH   SOLE 194,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5,806 73,000 SH   SOLE 73,000 0 0
ALLEGHANY CORP DEL COM 017175100 3,682 6,700 SH   SOLE 6,700 0 0
ALLERGAN PLC SHS G0177J108 15,486 67,014 SH   SOLE 67,014 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 10,247 52,300 SH   SOLE 52,300 0 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 1,455 41,400 SH   SOLE 41,400 0 0
ALPHABET INC CAP STK CL C 02079K107 3,114 4,500 SH   SOLE 4,500 0 0
ALPHABET INC CAP STK CL A 02079K305 16,533 23,500 SH   SOLE 23,500 0 0
AMAZON COM INC COM 023135106 15,744 22,000 SH   SOLE 22,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 12,599 110,900 SH   SOLE 110,900 0 0
AMETEK INC NEW COM 031100100 15,725 340,150 SH   SOLE 340,150 0 0
AMPHENOL CORP NEW CL A 032095101 16,769 292,500 SH   SOLE 292,500 0 0
ANSYS INC COM 03662Q105 17,726 195,326 SH   SOLE 195,326 0 0
ANTHEM INC COM 036752103 919 7,000 SH   SOLE 7,000 0 0
APPLE INC COM 037833100 7,667 80,200 SH   SOLE 80,200 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 831 18,400 SH   SOLE 18,400 0 0
APTARGROUP INC COM 038336103 12,969 163,900 SH   SOLE 163,900 0 0
ARCH CAP GROUP LTD ORD G0450A105 13,752 191,000 SH   SOLE 191,000 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,041 38,700 SH   SOLE 38,700 0 0
ASTRONICS CORP COM 046433108 895 26,900 SH   SOLE 26,900 0 0
ATWOOD OCEANICS INC COM 050095108 528 42,200 SH   SOLE 42,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 3,923 42,700 SH   SOLE 42,700 0 0
AUTOZONE INC COM 053332102 18,100 22,800 SH   SOLE 22,800 0 0
AZZ INC COM 002474104 9,303 155,100 SH   SOLE 155,100 0 0
B & G FOODS INC NEW COM 05508R106 357 7,400 SH   SOLE 7,400 0 0
BAIDU INC SPON ADR REP A 056752108 3,964 24,000 SH   SOLE 24,000 0 0
BALL CORP COM 058498106 6,709 92,800 SH   SOLE 92,800 0 0
BANK AMER CORP COM 060505104 3,317 250,000 SH   SOLE 250,000 0 0
BARD C R INC COM 067383109 17,002 72,300 SH   SOLE 72,300 0 0
BECTON DICKINSON & CO COM 075887109 3,392 20,000 SH   SOLE 20,000 0 0
BIG LOTS INC COM 089302103 992 19,800 SH   SOLE 19,800 0 0
BIO RAD LABS INC CL A 090572207 400 2,800 SH   SOLE 2,800 0 0
BIOGEN INC COM 09062X103 8,343 34,500 SH   SOLE 34,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 5,524 71,000 SH   SOLE 71,000 0 0
BLACKROCK ENHANCED EQT DIV T COM 09251A104 112 14,200 SH   SOLE 14,200 0 0
BLACKROCK INC COM 09247X101 5,857 17,100 SH   SOLE 17,100 0 0
BLACKROCK INTL GRWTH & INC T COM BENE INTER 092524107 65 11,250 SH   SOLE 11,250 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 6,773 276,000 SH   SOLE 276,000 0 0
BOK FINL CORP COM NEW 05561Q201 351 5,600 SH   SOLE 5,600 0 0
BOSTON BEER INC CL A 100557107 5,684 33,232 SH   SOLE 33,232 0 0
BRINKER INTL INC COM 109641100 2,723 59,800 SH   SOLE 59,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 3,082 23,800 SH   SOLE 23,800 0 0
BROADCOM LTD SHS Y09827109 4,662 30,000 SH   SOLE 30,000 0 0
BROWN FORMAN CORP CL B 115637209 2,324 23,300 SH   SOLE 23,300 0 0
BUFFALO WILD WINGS INC COM 119848109 7,073 50,900 SH   SOLE 50,900 0 0
CALAVO GROWERS INC COM 128246105 1,963 29,300 SH   SOLE 29,300 0 0
CANADIAN NATL RY CO COM 136375102 12,025 203,600 SH   SOLE 203,600 0 0
CANADIAN PAC RY LTD COM 13645T100 1,365 10,600 SH   SOLE 10,600 0 0
CANTEL MEDICAL CORP COM 138098108 1,443 21,000 SH   SOLE 21,000 0 0
CARLISLE COS INC COM 142339100 11,255 106,500 SH   SOLE 106,500 0 0
CASEYS GEN STORES INC COM 147528103 17,991 136,800 SH   SOLE 136,800 0 0
CELGENE CORP COM 151020104 21,205 215,000 SH   SOLE 215,000 0 0
CERNER CORP COM 156782104 13,080 223,200 SH   SOLE 223,200 0 0
CHEESECAKE FACTORY INC COM 163072101 2,306 47,900 SH   SOLE 47,900 0 0
CHEMED CORP NEW COM 16359R103 3,312 24,300 SH   SOLE 24,300 0 0
CHEMTURA CORP COM NEW 163893209 433 16,400 SH   SOLE 16,400 0 0
CHUBB LIMITED COM H1467J104 4,941 37,800 SH   SOLE 37,800 0 0
CHURCH & DWIGHT INC COM 171340102 23,150 225,000 SH   SOLE 225,000 0 0
CHURCHILL DOWNS INC COM 171484108 1,681 13,300 SH   SOLE 13,300 0 0
CISCO SYS INC COM 17275R102 2,754 96,000 SH   SOLE 96,000 0 0
CLARCOR INC COM 179895107 10,445 171,700 SH   SOLE 171,700 0 0
COCA COLA FEMSA S A B DE C V SPON ADR REP L 191241108 1,659 20,000 SH   SOLE 20,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,495 96,000 SH   SOLE 96,000 0 0
COMCAST CORP NEW CL A 20030N101 2,608 40,000 SH   SOLE 40,000 0 0
COMMERCE BANCSHARES INC COM 200525103 366 7,650 SH   SOLE 7,650 0 0
COMPASS MINERALS INTL INC COM 20451N101 200 2,700 SH   SOLE 2,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 5,541 33,500 SH   SOLE 33,500 0 0
CORE MARK HOLDING CO INC COM 218681104 2,952 63,000 SH   SOLE 63,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 10,993 70,000 SH   SOLE 70,000 0 0
CREDIT ACCEP CORP MICH COM 225310101 204 1,100 SH   SOLE 1,100 0 0
CROWN HOLDINGS INC COM 228368106 7,084 139,800 SH   SOLE 139,800 0 0
CVS HEALTH CORP COM 126650100 4,308 45,000 SH   SOLE 45,000 0 0
DANAHER CORP DEL COM 235851102 18,887 187,000 SH   SOLE 187,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,120 45,300 SH   SOLE 45,300 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,140 196,000 SH   SOLE 196,000 0 0
DENTSPLY SIRONA INC COM 24906P109 5,515 88,900 SH   SOLE 88,900 0 0
DISNEY WALT CO COM DISNEY 254687106 5,087 52,000 SH   SOLE 52,000 0 0
DOLLAR TREE INC COM 256746108 5,560 59,000 SH   SOLE 59,000 0 0
DOMINOS PIZZA INC COM 25754A201 11,456 87,200 SH   SOLE 87,200 0 0
DREW INDS INC COM NEW 26168L205 1,722 20,300 SH   SOLE 20,300 0 0
DSW INC CL A 23334L102 466 22,000 SH   SOLE 22,000 0 0
EATON VANCE RISK MNGD DIV EQ COM 27829G106 107 11,000 SH   SOLE 11,000 0 0
ECOLAB INC COM 278865100 17,885 150,800 SH   SOLE 150,800 0 0
EDGEWELL PERS CARE CO COM 28035Q102 962 11,400 SH   SOLE 11,400 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 13,065 131,000 SH   SOLE 131,000 0 0
EL PASO ELEC CO COM NEW 283677854 1,787 37,800 SH   SOLE 37,800 0 0
ENBRIDGE INC COM 29250N105 3,554 83,900 SH   SOLE 83,900 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,612 31,300 SH   SOLE 31,300 0 0
ENERSYS COM 29275Y102 6,643 111,700 SH   SOLE 111,700 0 0
ENPRO INDS INC COM 29355X107 2,903 65,400 SH   SOLE 65,400 0 0
ENSTAR GROUP LIMITED SHS G3075P101 632 3,900 SH   SOLE 3,900 0 0
EPLUS INC COM 294268107 2,854 34,900 SH   SOLE 34,900 0 0
EQT CORP COM 26884L109 1,487 19,200 SH   SOLE 19,200 0 0
EQUIFAX INC COM 294429105 4,558 35,500 SH   SOLE 35,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,475 68,400 SH   SOLE 68,400 0 0
ESSEX PPTY TR INC COM 297178105 2,384 10,453 SH   SOLE 10,453 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 3,921 63,200 SH   SOLE 63,200 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,003 57,300 SH   SOLE 57,300 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 8,803 116,140 SH   SOLE 116,140 0 0
F M C CORP COM NEW 302491303 6,187 133,600 SH   SOLE 133,600 0 0
FACEBOOK INC CL A 30303M102 21,713 190,000 SH   SOLE 190,000 0 0
FAIR ISAAC CORP COM 303250104 3,921 34,700 SH   SOLE 34,700 0 0
FIRST FINL BANKSHARES COM 32020R109 2,779 84,748 SH   SOLE 84,748 0 0
FISERV INC COM 337738108 20,550 189,000 SH   SOLE 189,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 2,349 25,400 SH   SOLE 25,400 0 0
FRANKLIN ELEC INC COM 353514102 1,226 37,100 SH   SOLE 37,100 0 0
GABELLI EQUITY TR INC COM 362397101 105 19,100 SH   SOLE 19,100 0 0
GARTNER INC COM 366651107 2,338 24,000 SH   SOLE 24,000 0 0
GENERAL DYNAMICS CORP COM 369550108 9,482 68,100 SH   SOLE 68,100 0 0
GENERAL MLS INC COM 370334104 9,272 130,000 SH   SOLE 130,000 0 0
GENESEE & WYO INC CL A 371559105 1,987 33,700 SH   SOLE 33,700 0 0
G-III APPAREL GROUP LTD COM 36237H101 2,432 53,200 SH   SOLE 53,200 0 0
GILEAD SCIENCES INC COM 375558103 6,256 75,000 SH   SOLE 75,000 0 0
GLOBAL PMTS INC COM 37940X102 2,914 40,825 SH   SOLE 40,825 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 624 14,600 SH   SOLE 14,600 0 0
GRUBHUB INC COM 400110102 8,234 265,000 SH   SOLE 265,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,009 75,500 SH   SOLE 75,500 0 0
HEALTHCARE SVCS GRP INC COM 421906108 8,173 197,500 SH   SOLE 197,500 0 0
HEICO CORP NEW COM 422806109 14,937 223,567 SH   SOLE 223,567 0 0
HELEN OF TROY CORP LTD COM G4388N106 2,705 26,300 SH   SOLE 26,300 0 0
HENRY JACK & ASSOC INC COM 426281101 4,032 46,200 SH   SOLE 46,200 0 0
HOME DEPOT INC COM 437076102 3,320 26,000 SH   SOLE 26,000 0 0
HORMEL FOODS CORP COM 440452100 18,227 498,000 SH   SOLE 498,000 0 0
HORNBECK OFFSHORE SVCS INC N COM 440543106 552 66,200 SH   SOLE 66,200 0 0
HUNT J B TRANS SVCS INC COM 445658107 4,581 56,600 SH   SOLE 56,600 0 0
IDEX CORP COM 45167R104 6,728 81,950 SH   SOLE 81,950 0 0
IDEXX LABS INC COM 45168D104 22,045 237,400 SH   SOLE 237,400 0 0
IHS INC CL A 451734107 6,243 54,000 SH   SOLE 54,000 0 0
ILLUMINA INC COM 452327109 5,742 40,900 SH   SOLE 40,900 0 0
INGREDION INC COM 457187102 4,503 34,800 SH   SOLE 34,800 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 5,565 39,000 SH   SOLE 39,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 614 2,400 SH   SOLE 2,400 0 0
INTUIT COM 461202103 4,889 43,800 SH   SOLE 43,800 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 1,262 9,200 SH   SOLE 9,200 0 0
ITT INC COM 45073V108 2,846 89,000 SH   SOLE 89,000 0 0
J & J SNACK FOODS CORP COM 466032109 9,231 77,400 SH   SOLE 77,400 0 0
J2 GLOBAL INC COM 48123V102 4,725 74,800 SH   SOLE 74,800 0 0
JPMORGAN CHASE & CO COM 46625H100 5,779 93,000 SH   SOLE 93,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 6,333 70,300 SH   SOLE 70,300 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 817 62,800 SH   SOLE 62,800 0 0
KIRBY CORP COM 497266106 5,178 83,000 SH   SOLE 83,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,122 32,000 SH   SOLE 32,000 0 0
LANDSTAR SYS INC COM 515098101 2,321 33,800 SH   SOLE 33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 6,189 68,000 SH   SOLE 68,000 0 0
LENDINGTREE INC NEW COM 52603B107 2,385 27,000 SH   SOLE 27,000 0 0
LENNOX INTL INC COM 526107107 11,522 80,800 SH   SOLE 80,800 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 107 21,300 SH   SOLE 21,300 0 0
LINCOLN ELEC HLDGS INC COM 533900106 6,742 114,119 SH   SOLE 114,119 0 0
LIONS GATE ENTMNT CORP COM NEW 535919203 3,945 195,000 SH   SOLE 195,000 0 0
LKQ CORP COM 501889208 10,892 343,600 SH   SOLE 343,600 0 0
LUXOTTICA GROUP S P A SPONSORED ADR 55068R202 440 9,000 SH   SOLE 9,000 0 0
MANHATTAN ASSOCS INC COM 562750109 1,873 29,200 SH   SOLE 29,200 0 0
MASTERCARD INC CL A 57636Q104 12,725 144,500 SH   SOLE 144,500 0 0
MAXIMUS INC COM 577933104 2,791 50,400 SH   SOLE 50,400 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,267 40,000 SH   SOLE 40,000 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 2,632 29,000 SH   SOLE 29,000 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 3,984 85,000 SH   SOLE 85,000 0 0
MEDIVATION INC COM 58501N101 21,406 355,000 SH   SOLE 355,000 0 0
MEDNAX INC COM 58502B106 15,399 212,600 SH   SOLE 212,600 0 0
MEDTRONIC PLC SHS G5960L103 5,987 69,000 SH   SOLE 69,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 21,384 58,600 SH   SOLE 58,600 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 3,958 80,000 SH   SOLE 80,000 0 0
MIDDLEBY CORP COM 596278101 16,239 140,900 SH   SOLE 140,900 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 6,644 144,000 SH   SOLE 144,000 0 0
MONRO MUFFLER BRAKE INC COM 610236101 5,714 89,900 SH   SOLE 89,900 0 0
MONSANTO CO NEW COM 61166W101 2,585 25,000 SH   SOLE 25,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 8,678 54,000 SH   SOLE 54,000 0 0
NETFLIX INC COM 64110L106 9,422 103,000 SH   SOLE 103,000 0 0
NETSCOUT SYS INC COM 64115T104 345 15,500 SH   SOLE 15,500 0 0
NEW JERSEY RES COM 646025106 2,128 55,200 SH   SOLE 55,200 0 0
NEWMARKET CORP COM 651587107 6,672 16,100 SH   SOLE 16,100 0 0
NIKE INC CL B 654106103 10,874 197,000 SH   SOLE 197,000 0 0
NORDSON CORP COM 655663102 2,157 25,800 SH   SOLE 25,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,180 45,800 SH   SOLE 45,800 0 0
NORTHWEST NAT GAS CO COM 667655104 1,543 23,800 SH   SOLE 23,800 0 0
NORTHWESTERN CORP COM NEW 668074305 984 15,600 SH   SOLE 15,600 0 0
NOVO-NORDISK A S ADR 670100205 9,654 179,500 SH   SOLE 179,500 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,857 62,000 SH   SOLE 62,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 17,350 64,000 SH   SOLE 64,000 0 0
ONEOK INC NEW COM 682680103 2,942 62,000 SH   SOLE 62,000 0 0
OPEN TEXT CORP COM 683715106 6,005 101,500 SH   SOLE 101,500 0 0
OXFORD INDS INC COM 691497309 1,155 20,400 SH   SOLE 20,400 0 0
PACKAGING CORP AMER COM 695156109 1,620 24,200 SH   SOLE 24,200 0 0
PANDORA MEDIA INC COM 698354107 5,540 445,000 SH   SOLE 445,000 0 0
PAREXEL INTL CORP COM 699462107 5,291 84,150 SH   SOLE 84,150 0 0
PAYPAL HLDGS INC COM 70450Y103 8,142 223,000 SH   SOLE 223,000 0 0
PEPSICO INC COM 713448108 6,674 63,000 SH   SOLE 63,000 0 0
PIEDMONT NAT GAS INC COM 720186105 3,511 58,400 SH   SOLE 58,400 0 0
POOL CORPORATION COM 73278L105 8,369 89,000 SH   SOLE 89,000 0 0
PRA GROUP INC COM 69354N106 1,772 73,400 SH   SOLE 73,400 0 0
PRAXAIR INC COM 74005P104 8,025 71,400 SH   SOLE 71,400 0 0
PRICELINE GRP INC COM NEW 741503403 5,743 4,600 SH   SOLE 4,600 0 0
PROASSURANCE CORP COM 74267C106 2,886 53,900 SH   SOLE 53,900 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,733 53,600 SH   SOLE 53,600 0 0
RBC BEARINGS INC COM 75524B104 3,241 44,700 SH   SOLE 44,700 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 5,449 46,400 SH   SOLE 46,400 0 0
REPUBLIC SVCS INC COM 760759100 4,490 87,500 SH   SOLE 87,500 0 0
RESTORATION HARDWARE HLDGS I COM 761283100 201 7,000 SH   SOLE 7,000 0 0
REYNOLDS AMERICAN INC COM 761713106 12,997 241,000 SH   SOLE 241,000 0 0
RLI CORP COM 749607107 10,069 146,400 SH   SOLE 146,400 0 0
ROLLINS INC COM 775711104 21,235 725,500 SH   SOLE 725,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 19,410 113,800 SH   SOLE 113,800 0 0
RUSH ENTERPRISES INC CL A 781846209 875 40,600 SH   SOLE 40,600 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 407 5,850 SH   SOLE 5,850 0 0
SALESFORCE COM INC COM 79466L302 15,644 197,000 SH   SOLE 197,000 0 0
SBA COMMUNICATIONS CORP COM 78388J106 11,053 102,400 SH   SOLE 102,400 0 0
SCHEIN HENRY INC COM 806407102 22,648 128,100 SH   SOLE 128,100 0 0
SCHWAB CHARLES CORP NEW COM 808513105 6,555 259,000 SH   SOLE 259,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 2,357 40,400 SH   SOLE 40,400 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 6,362 91,000 SH   SOLE 91,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,262 10,100 SH   SOLE 10,100 0 0
SILGAN HOLDINGS INC COM 827048109 11,517 223,800 SH   SOLE 223,800 0 0
SNAP ON INC COM 833034101 12,831 81,300 SH   SOLE 81,300 0 0
SOUTH JERSEY INDS INC COM 838518108 6,432 203,400 SH   SOLE 203,400 0 0
SOUTHWEST GAS CORP COM 844895102 3,274 41,600 SH   SOLE 41,600 0 0
STAMPS COM INC COM NEW 852857200 2,518 28,800 SH   SOLE 28,800 0 0
STARBUCKS CORP COM 855244109 15,594 273,000 SH   SOLE 273,000 0 0
STARWOOD HOTELS&RESORTS WRLD COM 85590A401 2,366 32,000 SH   SOLE 32,000 0 0
STERICYCLE INC COM 858912108 14,546 139,700 SH   SOLE 139,700 0 0
STERIS PLC SHS USD G84720104 1,512 22,000 SH   SOLE 22,000 0 0
STIFEL FINL CORP COM 860630102 3,934 125,100 SH   SOLE 125,100 0 0
SYNAPTICS INC COM 87157D109 2,354 43,800 SH   SOLE 43,800 0 0
SYNNEX CORP COM 87162W100 5,386 56,800 SH   SOLE 56,800 0 0
SYNTEL INC COM 87162H103 1,027 22,700 SH   SOLE 22,700 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 21,692 219,000 SH   SOLE 219,000 0 0
TELEFLEX INC COM 879369106 1,543 8,700 SH   SOLE 8,700 0 0
TESLA MTRS INC COM 88160R101 2,760 13,000 SH   SOLE 13,000 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,720 34,237 SH   SOLE 34,237 0 0
TEXAS ROADHOUSE INC COM 882681109 3,083 67,600 SH   SOLE 67,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,659 38,300 SH   SOLE 38,300 0 0
TJX COS INC NEW COM 872540109 26,335 341,000 SH   SOLE 341,000 0 0
TOLL BROTHERS INC COM 889478103 7,266 270,000 SH   SOLE 270,000 0 0
TORCHMARK CORP COM 891027104 1,477 23,900 SH   SOLE 23,900 0 0
TORO CO COM 891092108 28,092 318,500 SH   SOLE 318,500 0 0
TRANSCANADA CORP COM 89353D107 497 11,000 SH   SOLE 11,000 0 0
TRANSDIGM GROUP INC COM 893641100 9,625 36,500 SH   SOLE 36,500 0 0
TREEHOUSE FOODS INC COM 89469A104 1,550 15,100 SH   SOLE 15,100 0 0
TRIMBLE NAVIGATION LTD COM 896239100 1,481 60,800 SH   SOLE 60,800 0 0
TYLER TECHNOLOGIES INC COM 902252105 16,181 97,058 SH   SOLE 97,058 0 0
U S CONCRETE INC COM NEW 90333L201 1,498 24,600 SH   SOLE 24,600 0 0
U S PHYSICAL THERAPY INC COM 90337L108 1,264 21,000 SH   SOLE 21,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 22,964 109,200 SH   SOLE 109,200 0 0
UNION PAC CORP COM 907818108 9,685 111,000 SH   SOLE 111,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 3,513 26,200 SH   SOLE 26,200 0 0
URBAN OUTFITTERS INC COM 917047102 6,600 240,000 SH   SOLE 240,000 0 0
V F CORP COM 918204108 6,493 105,600 SH   SOLE 105,600 0 0
VAIL RESORTS INC COM 91879Q109 4,700 34,000 SH   SOLE 34,000 0 0
VALMONT INDS INC COM 920253101 2,922 21,600 SH   SOLE 21,600 0 0
VALSPAR CORP COM 920355104 16,010 148,200 SH   SOLE 148,200 0 0
VCA INC COM 918194101 3,982 58,900 SH   SOLE 58,900 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 11,699 136,000 SH   SOLE 136,000 0 0
VISA INC COM CL A 92826C839 14,463 195,000 SH   SOLE 195,000 0 0
VISTA OUTDOOR INC COM 928377100 926 19,400 SH   SOLE 19,400 0 0
VOYA GLBL EQTY DIV & PREM OP COM 92912T100 87 12,600 SH   SOLE 12,600 0 0
WABTEC CORP COM 929740108 9,221 131,300 SH   SOLE 131,300 0 0
WASTE CONNECTIONS INC COM 94106B101 35,222 488,850 SH   SOLE 488,850 0 0
WELLS FARGO & CO NEW COM 949746101 2,650 56,000 SH   SOLE 56,000 0 0
WELLS FARGO GLOBAL DIVIDEND WF GLOBAL OPPTY 94987C103 93 15,500 SH   SOLE 15,500 0 0
WEX INC COM 96208T104 11,580 130,600 SH   SOLE 130,600 0 0
WOLVERINE WORLD WIDE INC COM 978097103 4,993 245,700 SH   SOLE 245,700 0 0
WOODWARD INC COM 980745103 5,879 102,000 SH   SOLE 102,000 0 0
ZOETIS INC CL A 98978V103 3,322 70,000 SH   SOLE 70,000 0 0