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 4,836 124,000 SH   SOLE 124,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 17,929 116,800 SH   SOLE 116,800 0 0
ACI WORLDWIDE INC COM 004498101 880 37,100 SH   SOLE 37,100 0 0
ACTIVISION BLIZZARD INC COM 00507V109 26,174 388,000 SH   SOLE 388,000 0 0
ACUITY BRANDS INC COM 00508Y102 5,568 40,000 SH   SOLE 40,000 0 0
ADOBE SYS INC COM 00724F101 10,372 48,000 SH   SOLE 48,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,446 12,200 SH   SOLE 12,200 0 0
AIR PRODS & CHEMS INC COM 009158106 2,385 15,000 SH   SOLE 15,000 0 0
AKORN INC COM 009728106 1,478 79,000 SH   SOLE 79,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 41,463 372,000 SH   SOLE 372,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,987 98,000 SH   SOLE 98,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 753 3,000 SH   SOLE 3,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,117 6,700 SH   SOLE 6,700 0 0
ALLERGAN PLC SHS G0177J108 719 4,272 SH   SOLE 4,272 0 0
ALPHABET INC CAP STK CL A 02079K305 19,187 18,500 SH   SOLE 18,500 0 0
AMAZON COM INC COM 023135106 27,210 18,800 SH   SOLE 18,800 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 1,863 16,600 SH   SOLE 16,600 0 0
AMERICAN TOWER CORP NEW COM 03027X100 13,735 94,500 SH   SOLE 94,500 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 827 8,400 SH   SOLE 8,400 0 0
AMETEK INC NEW COM 031100100 25,841 340,150 SH   SOLE 340,150 0 0
AMPHENOL CORP NEW CL A 032095101 25,193 292,500 SH   SOLE 292,500 0 0
ANADARKO PETE CORP COM 032511107 6,524 108,000 SH   SOLE 108,000 0 0
ANSYS INC COM 03662Q105 29,603 188,926 SH   SOLE 188,926 0 0
APPLE INC COM 037833100 5,705 34,000 SH   SOLE 34,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,041 28,000 SH   SOLE 28,000 0 0
APTARGROUP INC COM 038336103 14,148 157,500 SH   SOLE 157,500 0 0
ARCH CAP GROUP LTD ORD G0450A105 17,555 205,100 SH   SOLE 205,100 0 0
ARISTA NETWORKS INC COM 040413106 715 2,800 SH   SOLE 2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 695 10,300 SH   SOLE 10,300 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,782 15,700 SH   SOLE 15,700 0 0
AUTOZONE INC COM 053332102 14,790 22,800 SH   SOLE 22,800 0 0
AXON ENTERPRISE INC COM 05464C101 480 12,200 SH   SOLE 12,200 0 0
AZZ INC COM 002474104 3,631 83,100 SH   SOLE 83,100 0 0
B & G FOODS INC NEW COM 05508R106 1,123 47,400 SH   SOLE 47,400 0 0
BALCHEM CORP COM 057665200 1,038 12,700 SH   SOLE 12,700 0 0
BALL CORP COM 058498106 12,247 308,400 SH   SOLE 308,400 0 0
BANK AMER CORP COM 060505104 17,844 595,000 SH   SOLE 595,000 0 0
BECTON DICKINSON & CO COM 075887109 12,721 58,704 SH   SOLE 58,704 0 0
BIG LOTS INC COM 089302103 644 14,800 SH   SOLE 14,800 0 0
BIO RAD LABS INC CL A 090572207 1,100 4,400 SH   SOLE 4,400 0 0
BIOGEN INC COM 09062X103 9,036 33,000 SH   SOLE 33,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,026 99,000 SH   SOLE 99,000 0 0
BLACKBAUD INC COM 09227Q100 2,545 25,000 SH   SOLE 25,000 0 0
BLACKROCK INC COM 09247X101 4,334 8,000 SH   SOLE 8,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,543 330,000 SH   SOLE 330,000 0 0
BOINGO WIRELESS INC COM 09739C102 485 19,600 SH   SOLE 19,600 0 0
BOOKING HLDGS INC COM 09857L108 3,537 1,700 SH   SOLE 1,700 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 6,650 115,276 SH   SOLE 115,276 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 505 4,600 SH   SOLE 4,600 0 0
BROWN FORMAN CORP CL B 115637209 2,897 53,250 SH   SOLE 53,250 0 0
BWX TECHNOLOGIES INC COM 05605H100 654 10,300 SH   SOLE 10,300 0 0
CACI INTL INC CL A 127190304 802 5,300 SH   SOLE 5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 956 26,000 SH   SOLE 26,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 551 12,600 SH   SOLE 12,600 0 0
CALAVO GROWERS INC COM 128246105 4,997 54,200 SH   SOLE 54,200 0 0
CANADIAN NATL RY CO COM 136375102 14,816 202,600 SH   SOLE 202,600 0 0
CANTEL MEDICAL CORP COM 138098108 4,445 39,900 SH   SOLE 39,900 0 0
CARLISLE COS INC COM 142339100 11,130 106,600 SH   SOLE 106,600 0 0
CASEYS GEN STORES INC COM 147528103 14,083 128,300 SH   SOLE 128,300 0 0
CAVCO INDS INC DEL COM 149568107 1,234 7,100 SH   SOLE 7,100 0 0
CELGENE CORP COM 151020104 21,500 241,000 SH   SOLE 241,000 0 0
CERNER CORP COM 156782104 220 3,800 SH   SOLE 3,800 0 0
CHEESECAKE FACTORY INC COM 163072101 1,924 39,900 SH   SOLE 39,900 0 0
CHEMED CORP NEW COM 16359R103 8,732 32,000 SH   SOLE 32,000 0 0
CHILDRENS PL INC COM 168905107 852 6,300 SH   SOLE 6,300 0 0
CHUBB LIMITED COM H1467J104 8,589 62,800 SH   SOLE 62,800 0 0
CHURCH & DWIGHT INC COM 171340102 19,741 392,000 SH   SOLE 392,000 0 0
CHURCHILL DOWNS INC COM 171484108 6,199 25,400 SH   SOLE 25,400 0 0
CINTAS CORP COM 172908105 2,661 15,600 SH   SOLE 15,600 0 0
CISCO SYS INC COM 17275R102 3,646 85,000 SH   SOLE 85,000 0 0
CITIGROUP INC COM NEW 172967424 7,762 115,000 SH   SOLE 115,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,737 34,000 SH   SOLE 34,000 0 0
COHERENT INC COM 192479103 656 3,500 SH   SOLE 3,500 0 0
COMCAST CORP NEW CL A 20030N101 3,178 93,000 SH   SOLE 93,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,396 50,000 SH   SOLE 50,000 0 0
COOPER STD HLDGS INC COM 21676P103 872 7,100 SH   SOLE 7,100 0 0
COSTCO WHSL CORP NEW COM 22160K105 13,944 74,000 SH   SOLE 74,000 0 0
CROWN HOLDINGS INC COM 228368106 4,370 86,100 SH   SOLE 86,100 0 0
DANAHER CORP DEL COM 235851102 18,799 192,000 SH   SOLE 192,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,415 33,900 SH   SOLE 33,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,933 90,000 SH   SOLE 90,000 0 0
DENTSPLY SIRONA INC COM 24906P109 4,961 98,600 SH   SOLE 98,600 0 0
DEXCOM INC COM 252131107 6,007 81,000 SH   SOLE 81,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,983 71,000 SH   SOLE 71,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,315 33,000 SH   SOLE 33,000 0 0
DOLLAR TREE INC COM 256746108 5,979 63,000 SH   SOLE 63,000 0 0
DOMINOS PIZZA INC COM 25754A201 13,944 59,700 SH   SOLE 59,700 0 0
DYCOM INDS INC COM 267475101 1,539 14,300 SH   SOLE 14,300 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 443 8,000 SH   SOLE 8,000 0 0
ECOLAB INC COM 278865100 20,259 147,800 SH   SOLE 147,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 12,278 88,000 SH   SOLE 88,000 0 0
EL PASO ELEC CO COM NEW 283677854 1,928 37,800 SH   SOLE 37,800 0 0
EMCOR GROUP INC COM 29084Q100 577 7,400 SH   SOLE 7,400 0 0
ENERSYS COM 29275Y102 6,382 92,000 SH   SOLE 92,000 0 0
ENPRO INDS INC COM 29355X107 4,790 61,900 SH   SOLE 61,900 0 0
ENSTAR GROUP LIMITED SHS G3075P101 442 2,100 SH   SOLE 2,100 0 0
EPLUS INC COM 294268107 7,249 93,300 SH   SOLE 93,300 0 0
EQUIFAX INC COM 294429105 2,415 20,500 SH   SOLE 20,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,003 68,400 SH   SOLE 68,400 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 2,180 29,800 SH   SOLE 29,800 0 0
EXACT SCIENCES CORP COM 30063P105 8,308 206,000 SH   SOLE 206,000 0 0
EXELIXIS INC COM 30161Q104 9,081 410,000 SH   SOLE 410,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,218 57,700 SH   SOLE 57,700 0 0
EXPONENT INC COM 30214U102 2,304 29,300 SH   SOLE 29,300 0 0
F M C CORP COM NEW 302491303 6,508 85,000 SH   SOLE 85,000 0 0
FACEBOOK INC CL A 30303M102 26,206 164,000 SH   SOLE 164,000 0 0
FAIR ISAAC CORP COM 303250104 7,605 44,900 SH   SOLE 44,900 0 0
FIRST FINL BANKSHARES COM 32020R109 4,841 104,548 SH   SOLE 104,548 0 0
FISERV INC COM 337738108 26,955 378,000 SH   SOLE 378,000 0 0
GABELLI EQUITY TR INC COM 362397101 80 13,000 SH   SOLE 13,000 0 0
GARTNER INC COM 366651107 4,046 34,400 SH   SOLE 34,400 0 0
GENERAL DYNAMICS CORP COM 369550108 9,410 42,600 SH   SOLE 42,600 0 0
GENERAL MLS INC COM 370334104 5,632 125,000 SH   SOLE 125,000 0 0
GRACO INC COM 384109104 590 12,900 SH   SOLE 12,900 0 0
GREEN DOT CORP CL A 39304D102 2,111 32,900 SH   SOLE 32,900 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 2,046 35,500 SH   SOLE 35,500 0 0
GRUBHUB INC COM 400110102 10,756 106,000 SH   SOLE 106,000 0 0
HAEMONETICS CORP COM 405024100 841 11,500 SH   SOLE 11,500 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,877 59,500 SH   SOLE 59,500 0 0
HEALTHCARE SVCS GRP INC COM 421906108 9,383 215,800 SH   SOLE 215,800 0 0
HEICO CORP NEW COM 422806109 29,443 339,162 SH   SOLE 339,162 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,705 19,600 SH   SOLE 19,600 0 0
HENRY JACK & ASSOC INC COM 426281101 10,535 87,100 SH   SOLE 87,100 0 0
HOME DEPOT INC COM 437076102 3,921 22,000 SH   SOLE 22,000 0 0
HORMEL FOODS CORP COM 440452100 5,320 155,000 SH   SOLE 155,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,631 56,600 SH   SOLE 56,600 0 0
ICU MED INC COM 44930G107 7,951 31,500 SH   SOLE 31,500 0 0
IDEX CORP COM 45167R104 11,935 83,750 SH   SOLE 83,750 0 0
IDEXX LABS INC COM 45168D104 38,910 203,300 SH   SOLE 203,300 0 0
IHS MARKIT LTD SHS G47567105 9,265 192,054 SH   SOLE 192,054 0 0
ILG INC COM 44967H101 1,120 36,000 SH   SOLE 36,000 0 0
ILLUMINA INC COM 452327109 9,670 40,900 SH   SOLE 40,900 0 0
INGREDION INC COM 457187102 4,486 34,800 SH   SOLE 34,800 0 0
INSPERITY INC COM 45778Q107 1,474 21,200 SH   SOLE 21,200 0 0
INSTRUCTURE INC COM 45781U103 843 20,000 SH   SOLE 20,000 0 0
INSULET CORP COM 45784P101 1,716 19,800 SH   SOLE 19,800 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 880 15,900 SH   SOLE 15,900 0 0
INTEL CORP COM 458140100 3,802 73,000 SH   SOLE 73,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 4,922 80,000 SH   SOLE 80,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 870 12,000 SH   SOLE 12,000 0 0
INTUIT COM 461202103 7,593 43,800 SH   SOLE 43,800 0 0
INVESCO LTD SHS G491BT108 3,905 122,000 SH   SOLE 122,000 0 0
IPG PHOTONICS CORP COM 44980X109 350 1,500 SH   SOLE 1,500 0 0
J & J SNACK FOODS CORP COM 466032109 13,328 97,600 SH   SOLE 97,600 0 0
J2 GLOBAL INC COM 48123V102 3,102 39,300 SH   SOLE 39,300 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 8,606 57,000 SH   SOLE 57,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,486 13,100 SH   SOLE 13,100 0 0
JPMORGAN CHASE & CO COM 46625H100 7,698 70,000 SH   SOLE 70,000 0 0
KADANT INC COM 48282T104 813 8,600 SH   SOLE 8,600 0 0
KLX INC COM 482539103 1,649 23,200 SH   SOLE 23,200 0 0
KORN FERRY INTL COM NEW 500643200 604 11,700 SH   SOLE 11,700 0 0
LANCASTER COLONY CORP COM 513847103 1,428 11,600 SH   SOLE 11,600 0 0
LANDSTAR SYS INC COM 515098101 3,706 33,800 SH   SOLE 33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 7,935 53,000 SH   SOLE 53,000 0 0
LCI INDS COM 50189K103 3,572 34,300 SH   SOLE 34,300 0 0
LENDINGTREE INC NEW COM 52603B107 8,860 27,000 SH   SOLE 27,000 0 0
LENNOX INTL INC COM 526107107 16,513 80,800 SH   SOLE 80,800 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 80 13,000 SH   SOLE 13,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 8,898 98,919 SH   SOLE 98,919 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 7,801 302,000 SH   SOLE 302,000 0 0
LITTELFUSE INC COM 537008104 2,165 10,400 SH   SOLE 10,400 0 0
LKQ CORP COM 501889208 13,169 347,000 SH   SOLE 347,000 0 0
LYDALL INC DEL COM 550819106 753 15,600 SH   SOLE 15,600 0 0
MARKETAXESS HLDGS INC COM 57060D108 522 2,400 SH   SOLE 2,400 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 3,170 23,800 SH   SOLE 23,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,282 121,500 SH   SOLE 121,500 0 0
MAXIMUS INC COM 577933104 3,624 54,300 SH   SOLE 54,300 0 0
MCCORMICK & CO INC COM NON VTG 579780206 5,117 48,100 SH   SOLE 48,100 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 10,992 175,000 SH   SOLE 175,000 0 0
MEDIFAST INC COM 58470H101 981 10,500 SH   SOLE 10,500 0 0
MERCURY SYS INC COM 589378108 1,343 27,800 SH   SOLE 27,800 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 31,569 54,900 SH   SOLE 54,900 0 0
MICRON TECHNOLOGY INC COM 595112103 6,257 120,000 SH   SOLE 120,000 0 0
MIDDLEBY CORP COM 596278101 11,624 93,900 SH   SOLE 93,900 0 0
MONRO INC COM 610236101 4,819 89,900 SH   SOLE 89,900 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 7,037 123,000 SH   SOLE 123,000 0 0
NEOGEN CORP COM 640491106 2,617 39,066 SH   SOLE 39,066 0 0
NETFLIX INC COM 64110L106 16,983 57,500 SH   SOLE 57,500 0 0
NEVRO CORP COM 64157F103 7,748 89,400 SH   SOLE 89,400 0 0
NEW JERSEY RES COM 646025106 2,214 55,200 SH   SOLE 55,200 0 0
NEW RELIC INC COM 64829B100 1,742 23,500 SH   SOLE 23,500 0 0
NEWMARKET CORP COM 651587107 6,668 16,600 SH   SOLE 16,600 0 0
NIKE INC CL B 654106103 7,906 119,000 SH   SOLE 119,000 0 0
NORDSON CORP COM 655663102 3,518 25,800 SH   SOLE 25,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 17,072 48,900 SH   SOLE 48,900 0 0
NOVO-NORDISK A S ADR 670100205 5,590 113,500 SH   SOLE 113,500 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 15,684 63,400 SH   SOLE 63,400 0 0
OPEN TEXT CORP COM 683715106 5,537 159,100 SH   SOLE 159,100 0 0
PACKAGING CORP AMER COM 695156109 2,310 20,500 SH   SOLE 20,500 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,750 16,300 SH   SOLE 16,300 0 0
PAYPAL HLDGS INC COM 70450Y103 14,795 195,000 SH   SOLE 195,000 0 0
PEPSICO INC COM 713448108 6,876 63,000 SH   SOLE 63,000 0 0
PFIZER INC COM 717081103 3,691 104,000 SH   SOLE 104,000 0 0
PIONEER NAT RES CO COM 723787107 7,215 42,000 SH   SOLE 42,000 0 0
PLANET FITNESS INC CL A 72703H101 1,008 26,700 SH   SOLE 26,700 0 0
POLYONE CORP COM 73179P106 1,335 31,400 SH   SOLE 31,400 0 0
POOL CORPORATION COM 73278L105 13,014 89,000 SH   SOLE 89,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,261 15,200 SH   SOLE 15,200 0 0
PRIMERICA INC COM 74164M108 1,758 18,200 SH   SOLE 18,200 0 0
PROASSURANCE CORP COM 74267C106 2,845 58,600 SH   SOLE 58,600 0 0
PROGRESS SOFTWARE CORP COM 743312100 819 21,300 SH   SOLE 21,300 0 0
PROOFPOINT INC COM 743424103 5,546 48,800 SH   SOLE 48,800 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,753 37,900 SH   SOLE 37,900 0 0
QUALYS INC COM 74758T303 604 8,300 SH   SOLE 8,300 0 0
RBC BEARINGS INC COM 75524B104 6,520 52,500 SH   SOLE 52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,912 49,900 SH   SOLE 49,900 0 0
REPUBLIC SVCS INC COM 760759100 5,974 90,200 SH   SOLE 90,200 0 0
RLI CORP COM 749607107 9,616 151,700 SH   SOLE 151,700 0 0
ROLLINS INC COM 775711104 37,992 744,500 SH   SOLE 744,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 32,757 116,700 SH   SOLE 116,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,640 38,600 SH   SOLE 38,600 0 0
SALESFORCE COM INC COM 79466L302 28,028 241,000 SH   SOLE 241,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,486 55,500 SH   SOLE 55,500 0 0
SCHEIN HENRY INC COM 806407102 17,219 256,200 SH   SOLE 256,200 0 0
SCHLUMBERGER LTD COM 806857108 4,470 69,000 SH   SOLE 69,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 9,661 185,000 SH   SOLE 185,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,286 41,700 SH   SOLE 41,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 7,803 91,000 SH   SOLE 91,000 0 0
SELECTIVE INS GROUP INC COM 816300107 552 9,100 SH   SOLE 9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,115 58,300 SH   SOLE 58,300 0 0
SERVICENOW INC COM 81762P102 13,732 83,000 SH   SOLE 83,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,434 10,100 SH   SOLE 10,100 0 0
SILGAN HOLDINGS INC COM 827048109 4,807 172,600 SH   SOLE 172,600 0 0
SILICON LABORATORIES INC COM 826919102 1,043 11,600 SH   SOLE 11,600 0 0
SMITH A O COM 831865209 3,599 56,600 SH   SOLE 56,600 0 0
SNAP ON INC COM 833034101 11,803 80,000 SH   SOLE 80,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 684 13,000 SH   SOLE 13,000 0 0
SOUTH JERSEY INDS INC COM 838518108 5,559 197,400 SH   SOLE 197,400 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 2,401 35,500 SH   SOLE 35,500 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,068 10,300 SH   SOLE 10,300 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 502 6,000 SH   SOLE 6,000 0 0
STAMPS COM INC COM NEW 852857200 5,790 28,800 SH   SOLE 28,800 0 0
STARBUCKS CORP COM 855244109 7,526 130,000 SH   SOLE 130,000 0 0
STERICYCLE INC COM 858912108 574 9,800 SH   SOLE 9,800 0 0
STIFEL FINL CORP COM 860630102 7,410 125,100 SH   SOLE 125,100 0 0
SYNNEX CORP COM 87162W100 6,725 56,800 SH   SOLE 56,800 0 0
TECH DATA CORP COM 878237106 1,941 22,800 SH   SOLE 22,800 0 0
TELADOC INC COM 87918A105 725 18,000 SH   SOLE 18,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 43,367 231,700 SH   SOLE 231,700 0 0
TELEFLEX INC COM 879369106 943 3,700 SH   SOLE 3,700 0 0
TESARO INC COM 881569107 16,856 295,000 SH   SOLE 295,000 0 0
TESLA INC COM 88160R101 6,121 23,000 SH   SOLE 23,000 0 0
TEXAS ROADHOUSE INC COM 882681109 1,525 26,400 SH   SOLE 26,400 0 0
THE TRADE DESK INC COM CL A 88339J105 893 18,000 SH   SOLE 18,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,114 39,300 SH   SOLE 39,300 0 0
TIVITY HEALTH INC COM 88870R102 1,162 29,300 SH   SOLE 29,300 0 0
TJX COS INC NEW COM 872540109 25,120 308,000 SH   SOLE 308,000 0 0
TOLL BROTHERS INC COM 889478103 3,806 88,000 SH   SOLE 88,000 0 0
TOPBUILD CORP COM 89055F103 673 8,800 SH   SOLE 8,800 0 0
TORCHMARK CORP COM 891027104 2,012 23,900 SH   SOLE 23,900 0 0
TORO CO COM 891092108 39,906 639,000 SH   SOLE 639,000 0 0
TRANSDIGM GROUP INC COM 893641100 13,444 43,800 SH   SOLE 43,800 0 0
TREX CO INC COM 89531P105 1,740 16,000 SH   SOLE 16,000 0 0
TRIMBLE INC COM 896239100 251 7,000 SH   SOLE 7,000 0 0
TRINET GROUP INC COM 896288107 1,181 25,500 SH   SOLE 25,500 0 0
TYLER TECHNOLOGIES INC COM 902252105 23,724 112,458 SH   SOLE 112,458 0 0
U S CONCRETE INC COM NEW 90333L201 1,601 26,500 SH   SOLE 26,500 0 0
U S PHYSICAL THERAPY INC COM 90337L108 3,439 42,300 SH   SOLE 42,300 0 0
ULTA BEAUTY INC COM 90384S303 9,192 45,000 SH   SOLE 45,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 28,123 115,400 SH   SOLE 115,400 0 0
UNION PAC CORP COM 907818108 4,813 35,800 SH   SOLE 35,800 0 0
VAIL RESORTS INC COM 91879Q109 7,981 36,000 SH   SOLE 36,000 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 2,307 34,200 SH   SOLE 34,200 0 0
VALMONT INDS INC COM 920253101 2,019 13,800 SH   SOLE 13,800 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19,069 117,000 SH   SOLE 117,000 0 0
VISA INC COM CL A 92826C839 25,718 215,000 SH   SOLE 215,000 0 0
WALKER & DUNLOP INC COM 93148P102 820 13,800 SH   SOLE 13,800 0 0
WASTE CONNECTIONS INC COM 94106B101 45,793 638,325 SH   SOLE 638,325 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 552 7,100 SH   SOLE 7,100 0 0
WEX INC COM 96208T104 13,845 88,400 SH   SOLE 88,400 0 0
WOLVERINE WORLD WIDE INC COM 978097103 913 31,600 SH   SOLE 31,600 0 0
WOODWARD INC COM 980745103 7,309 102,000 SH   SOLE 102,000 0 0
XPO LOGISTICS INC COM 983793100 2,443 24,000 SH   SOLE 24,000 0 0
ZENDESK INC COM 98936J101 12,786 267,100 SH   SOLE 267,100 0 0
ZOETIS INC CL A 98978V103 3,674 44,000 SH   SOLE 44,000 0 0