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 3,990 120,000 SH   SOLE   120,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 19,107 116,800 SH   SOLE   116,800 0 0
ACI WORLDWIDE INC COM 004498101 915 37,100 SH   SOLE   37,100 0 0
ACTIVISION BLIZZARD INC COM 00507V109 30,528 400,000 SH   SOLE   400,000 0 0
ACUITY BRANDS INC COM 00508Y102 2,445 21,100 SH   SOLE   21,100 0 0
ADOBE SYS INC COM 00724F101 11,581 47,500 SH   SOLE   47,500 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,656 12,200 SH   SOLE   12,200 0 0
AIR PRODS & CHEMS INC COM 009158106 2,336 15,000 SH   SOLE   15,000 0 0
AKORN INC COM 009728106 1,311 79,000 SH   SOLE   79,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 48,046 387,000 SH   SOLE   387,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 25,232 136,000 SH   SOLE   136,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,026 3,000 SH   SOLE   3,000 0 0
ALLEGHANY CORP DEL COM 017175100 3,852 6,700 SH   SOLE   6,700 0 0
ALLERGAN PLC SHS G0177J108 712 4,272 SH   SOLE   4,272 0 0
ALPHABET INC CAP STK CL A 02079K305 23,939 21,200 SH   SOLE   21,200 0 0
AMAZON COM INC COM 023135106 31,956 18,800 SH   SOLE   18,800 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 1,975 18,400 SH   SOLE   18,400 0 0
AMERICAN TOWER CORP NEW COM 03027X100 13,624 94,500 SH   SOLE   94,500 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 769 8,400 SH   SOLE   8,400 0 0
AMETEK INC NEW COM 031100100 24,545 340,150 SH   SOLE   340,150 0 0
AMPHENOL CORP NEW CL A 032095101 25,491 292,500 SH   SOLE   292,500 0 0
ANADARKO PETE CORP COM 032511107 6,592 90,000 SH   SOLE   90,000 0 0
ANSYS INC COM 03662Q105 32,907 188,926 SH   SOLE   188,926 0 0
APPLE INC COM 037833100 5,924 32,000 SH   SOLE   32,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,964 28,000 SH   SOLE   28,000 0 0
APTARGROUP INC COM 038336103 14,707 157,500 SH   SOLE   157,500 0 0
ARCH CAP GROUP LTD ORD G0450A105 16,281 615,300 SH   SOLE   615,300 0 0
ARISTA NETWORKS INC COM 040413106 721 2,800 SH   SOLE   2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 761 11,100 SH   SOLE   11,100 0 0
ASGN INC COM 00191U102 1,110 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,106 15,700 SH   SOLE   15,700 0 0
AUTOZONE INC COM 053332102 15,297 22,800 SH   SOLE   22,800 0 0
AXON ENTERPRISE INC COM 05464C101 771 12,200 SH   SOLE   12,200 0 0
AZZ INC COM 002474104 3,020 69,500 SH   SOLE   69,500 0 0
B & G FOODS INC NEW COM 05508R106 1,160 38,800 SH   SOLE   38,800 0 0
BALCHEM CORP COM 057665200 1,246 12,700 SH   SOLE   12,700 0 0
BALL CORP COM 058498106 10,964 308,400 SH   SOLE   308,400 0 0
BANK AMER CORP COM 060505104 15,645 555,000 SH   SOLE   555,000 0 0
BECTON DICKINSON & CO COM 075887109 14,063 58,704 SH   SOLE   58,704 0 0
BIO RAD LABS INC CL A 090572207 1,270 4,400 SH   SOLE   4,400 0 0
BIOGEN INC COM 09062X103 8,707 30,000 SH   SOLE   30,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 11,775 125,000 SH   SOLE   125,000 0 0
BLACKBAUD INC COM 09227Q100 2,592 25,300 SH   SOLE   25,300 0 0
BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 69 12,000 SH   SOLE   12,000 0 0
BLACKROCK INC COM 09247X101 3,992 8,000 SH   SOLE   8,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 9,973 310,000 SH   SOLE   310,000 0 0
BOINGO WIRELESS INC COM 09739C102 499 22,100 SH   SOLE   22,100 0 0
BOOKING HLDGS INC COM 09857L108 3,446 1,700 SH   SOLE   1,700 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 3,122 61,892 SH   SOLE   61,892 0 0
BROADCOM INC COM 11135F101 8,250 34,000 SH   SOLE   34,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,774 24,100 SH   SOLE   24,100 0 0
BROWN FORMAN CORP CL B 115637209 2,610 53,250 SH   SOLE   53,250 0 0
BWX TECHNOLOGIES INC COM 05605H100 642 10,300 SH   SOLE   10,300 0 0
CACI INTL INC CL A 127190304 893 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,252 52,000 SH   SOLE   52,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 578 12,600 SH   SOLE   12,600 0 0
CALAVO GROWERS INC COM 128246105 5,211 54,200 SH   SOLE   54,200 0 0
CANADIAN NATL RY CO COM 136375102 16,563 202,600 SH   SOLE   202,600 0 0
CANTEL MEDICAL CORP COM 138098108 3,925 39,900 SH   SOLE   39,900 0 0
CARLISLE COS INC COM 142339100 11,546 106,600 SH   SOLE   106,600 0 0
CASEYS GEN STORES INC COM 147528103 9,279 88,300 SH   SOLE   88,300 0 0
CAVCO INDS INC DEL COM 149568107 1,557 7,500 SH   SOLE   7,500 0 0
CELGENE CORP COM 151020104 22,555 284,000 SH   SOLE   284,000 0 0
CHEESECAKE FACTORY INC COM 163072101 2,197 39,900 SH   SOLE   39,900 0 0
CHEMED CORP NEW COM 16359R103 11,682 36,300 SH   SOLE   36,300 0 0
CHILDRENS PL INC COM 168905107 761 6,300 SH   SOLE   6,300 0 0
CHUBB LIMITED COM H1467J104 7,977 62,800 SH   SOLE   62,800 0 0
CHURCH & DWIGHT INC COM 171340102 19,722 371,000 SH   SOLE   371,000 0 0
CHURCHILL DOWNS INC COM 171484108 7,531 25,400 SH   SOLE   25,400 0 0
CINTAS CORP COM 172908105 4,053 21,900 SH   SOLE   21,900 0 0
CISCO SYS INC COM 17275R102 3,442 80,000 SH   SOLE   80,000 0 0
CITIGROUP INC COM NEW 172967424 7,160 107,000 SH   SOLE   107,000 0 0
COHERENT INC COM 192479103 547 3,500 SH   SOLE   3,500 0 0
COMCAST CORP NEW CL A 20030N101 3,051 93,000 SH   SOLE   93,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 12,694 58,000 SH   SOLE   58,000 0 0
COOPER STD HLDGS INC COM 21676P103 928 7,100 SH   SOLE   7,100 0 0
COSTCO WHSL CORP NEW COM 22160K105 15,465 74,000 SH   SOLE   74,000 0 0
CROWN HOLDINGS INC COM 228368106 3,854 86,100 SH   SOLE   86,100 0 0
DANAHER CORP DEL COM 235851102 18,947 192,000 SH   SOLE   192,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,614 33,900 SH   SOLE   33,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,864 78,000 SH   SOLE   78,000 0 0
DENTSPLY SIRONA INC COM 24906P109 4,097 93,600 SH   SOLE   93,600 0 0
DEXCOM INC COM 252131107 7,598 80,000 SH   SOLE   80,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,947 68,000 SH   SOLE   68,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,459 33,000 SH   SOLE   33,000 0 0
DOMINOS PIZZA INC COM 25754A201 16,846 59,700 SH   SOLE   59,700 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 489 8,000 SH   SOLE   8,000 0 0
ECOLAB INC COM 278865100 20,741 147,800 SH   SOLE   147,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 11,500 79,000 SH   SOLE   79,000 0 0
EL PASO ELEC CO COM NEW 283677854 2,234 37,800 SH   SOLE   37,800 0 0
EMCOR GROUP INC COM 29084Q100 564 7,400 SH   SOLE   7,400 0 0
ENERSYS COM 29275Y102 6,867 92,000 SH   SOLE   92,000 0 0
ENOVA INTL INC COM 29357K103 651 17,800 SH   SOLE   17,800 0 0
ENPRO INDS INC COM 29355X107 3,484 49,800 SH   SOLE   49,800 0 0
ENSTAR GROUP LIMITED SHS G3075P101 435 2,100 SH   SOLE   2,100 0 0
EPLUS INC COM 294268107 8,780 93,300 SH   SOLE   93,300 0 0
EQUIFAX INC COM 294429105 2,565 20,500 SH   SOLE   20,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,286 68,400 SH   SOLE   68,400 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 1,653 22,400 SH   SOLE   22,400 0 0
EVERBRIDGE INC COM 29978A104 450 9,500 SH   SOLE   9,500 0 0
EXACT SCIENCES CORP COM 30063P105 13,752 230,000 SH   SOLE   230,000 0 0
EXELIXIS INC COM 30161Q104 15,494 720,000 SH   SOLE   720,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,266 57,700 SH   SOLE   57,700 0 0
EXPONENT INC COM 30214U102 3,647 75,500 SH   SOLE   75,500 0 0
F M C CORP COM NEW 302491303 5,219 58,500 SH   SOLE   58,500 0 0
FACEBOOK INC CL A 30303M102 31,868 164,000 SH   SOLE   164,000 0 0
FAIR ISAAC CORP COM 303250104 8,796 45,500 SH   SOLE   45,500 0 0
FIRST FINL BANKSHARES COM 32020R109 5,321 104,548 SH   SOLE   104,548 0 0
FISERV INC COM 337738108 28,006 378,000 SH   SOLE   378,000 0 0
FTI CONSULTING INC COM 302941109 1,083 17,900 SH   SOLE   17,900 0 0
GABELLI EQUITY TR INC COM 362397101 81 13,000 SH   SOLE   13,000 0 0
GARTNER INC COM 366651107 5,356 40,300 SH   SOLE   40,300 0 0
GENERAL DYNAMICS CORP COM 369550108 5,052 27,100 SH   SOLE   27,100 0 0
GENERAL MLS INC COM 370334104 4,072 92,000 SH   SOLE   92,000 0 0
GRACO INC COM 384109104 583 12,900 SH   SOLE   12,900 0 0
GREEN DOT CORP CL A 39304D102 2,415 32,900 SH   SOLE   32,900 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 2,628 41,500 SH   SOLE   41,500 0 0
GRUBHUB INC COM 400110102 10,701 102,000 SH   SOLE   102,000 0 0
HAEMONETICS CORP COM 405024100 1,031 11,500 SH   SOLE   11,500 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,451 51,900 SH   SOLE   51,900 0 0
HEALTHCARE SVCS GRP INC COM 421906108 9,320 215,800 SH   SOLE   215,800 0 0
HEICO CORP NEW COM 422806109 30,919 423,952 SH   SOLE   423,952 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,930 19,600 SH   SOLE   19,600 0 0
HENRY JACK & ASSOC INC COM 426281101 11,354 87,100 SH   SOLE   87,100 0 0
HOME DEPOT INC COM 437076102 4,097 21,000 SH   SOLE   21,000 0 0
HORMEL FOODS CORP COM 440452100 1,942 52,200 SH   SOLE   52,200 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,880 56,600 SH   SOLE   56,600 0 0
ICU MED INC COM 44930G107 9,250 31,500 SH   SOLE   31,500 0 0
IDEX CORP COM 45167R104 11,430 83,750 SH   SOLE   83,750 0 0
IDEXX LABS INC COM 45168D104 39,883 183,000 SH   SOLE   183,000 0 0
IHS MARKIT LTD SHS G47567105 9,908 192,054 SH   SOLE   192,054 0 0
ILG INC COM 44967H101 1,189 36,000 SH   SOLE   36,000 0 0
ILLUMINA INC COM 452327109 11,423 40,900 SH   SOLE   40,900 0 0
INGREDION INC COM 457187102 2,635 23,800 SH   SOLE   23,800 0 0
INSPERITY INC COM 45778Q107 2,019 21,200 SH   SOLE   21,200 0 0
INSTRUCTURE INC COM 45781U103 894 21,000 SH   SOLE   21,000 0 0
INSULET CORP COM 45784P101 1,697 19,800 SH   SOLE   19,800 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,024 15,900 SH   SOLE   15,900 0 0
INTEL CORP COM 458140100 3,430 69,000 SH   SOLE   69,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 6,713 80,000 SH   SOLE   80,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 883 12,000 SH   SOLE   12,000 0 0
INTUIT COM 461202103 8,949 43,800 SH   SOLE   43,800 0 0
INVESCO LTD SHS G491BT108 3,187 120,000 SH   SOLE   120,000 0 0
IPG PHOTONICS CORP COM 44980X109 331 1,500 SH   SOLE   1,500 0 0
ISHARES TR IBOXX HI YD ETF 464288513 213 2,500 SH   SOLE   2,500 0 0
J & J SNACK FOODS CORP COM 466032109 14,881 97,600 SH   SOLE   97,600 0 0
J2 GLOBAL INC COM 48123V102 3,404 39,300 SH   SOLE   39,300 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 8,443 49,000 SH   SOLE   49,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,165 13,100 SH   SOLE   13,100 0 0
JPMORGAN CHASE & CO COM 46625H100 6,565 63,000 SH   SOLE   63,000 0 0
KADANT INC COM 48282T104 1,058 11,000 SH   SOLE   11,000 0 0
KAMAN CORP COM 483548103 815 11,700 SH   SOLE   11,700 0 0
KLX INC COM 482539103 554 7,700 SH   SOLE   7,700 0 0
KMG CHEMICALS INC COM 482564101 679 9,200 SH   SOLE   9,200 0 0
KORN FERRY INTL COM NEW 500643200 725 11,700 SH   SOLE   11,700 0 0
LANCASTER COLONY CORP COM 513847103 1,606 11,600 SH   SOLE   11,600 0 0
LANDSTAR SYS INC COM 515098101 3,691 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 7,420 52,000 SH   SOLE   52,000 0 0
LCI INDS COM 50189K103 2,876 31,900 SH   SOLE   31,900 0 0
LENDINGTREE INC NEW COM 52603B107 5,644 26,400 SH   SOLE   26,400 0 0
LENNOX INTL INC COM 526107107 17,333 86,600 SH   SOLE   86,600 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 83 13,000 SH   SOLE   13,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 7,374 84,019 SH   SOLE   84,019 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 7,496 302,000 SH   SOLE   302,000 0 0
LITTELFUSE INC COM 537008104 3,651 16,000 SH   SOLE   16,000 0 0
LKQ CORP COM 501889208 9,653 302,600 SH   SOLE   302,600 0 0
LYDALL INC DEL COM 550819106 681 15,600 SH   SOLE   15,600 0 0
MARKETAXESS HLDGS INC COM 57060D108 475 2,400 SH   SOLE   2,400 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 2,688 23,800 SH   SOLE   23,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 23,877 121,500 SH   SOLE   121,500 0 0
MAXIMUS INC COM 577933104 3,373 54,300 SH   SOLE   54,300 0 0
MCCORMICK & CO INC COM NON VTG 579780206 5,584 48,100 SH   SOLE   48,100 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 11,681 145,000 SH   SOLE   145,000 0 0
MEDIFAST INC COM 58470H101 1,826 11,400 SH   SOLE   11,400 0 0
MERCURY SYS INC COM 589378108 1,058 27,800 SH   SOLE   27,800 0 0
MERIT MED SYS INC COM 589889104 476 9,300 SH   SOLE   9,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 31,767 54,900 SH   SOLE   54,900 0 0
MICRON TECHNOLOGY INC COM 595112103 6,293 120,000 SH   SOLE   120,000 0 0
MIDDLEBY CORP COM 596278101 9,565 91,600 SH   SOLE   91,600 0 0
MONRO INC COM 610236101 5,223 89,900 SH   SOLE   89,900 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,819 119,000 SH   SOLE   119,000 0 0
MOVADO GROUP INC COM 624580106 990 20,500 SH   SOLE   20,500 0 0
NEOGEN CORP COM 640491106 3,133 39,066 SH   SOLE   39,066 0 0
NETFLIX INC COM 64110L106 22,507 57,500 SH   SOLE   57,500 0 0
NEVRO CORP COM 64157F103 5,677 71,100 SH   SOLE   71,100 0 0
NEW JERSEY RES COM 646025106 2,434 54,400 SH   SOLE   54,400 0 0
NEW RELIC INC COM 64829B100 2,525 25,100 SH   SOLE   25,100 0 0
NEWMARKET CORP COM 651587107 5,542 13,700 SH   SOLE   13,700 0 0
NIKE INC CL B 654106103 9,243 116,000 SH   SOLE   116,000 0 0
NORDSON CORP COM 655663102 3,095 24,100 SH   SOLE   24,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,047 48,900 SH   SOLE   48,900 0 0
NOVO-NORDISK A S ADR 670100205 2,975 64,500 SH   SOLE   64,500 0 0
NUTRI SYS INC NEW COM 67069D108 628 16,300 SH   SOLE   16,300 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 17,344 63,400 SH   SOLE   63,400 0 0
OPEN TEXT CORP COM 683715106 5,599 159,100 SH   SOLE   159,100 0 0
PACKAGING CORP AMER COM 695156109 2,292 20,500 SH   SOLE   20,500 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,611 16,300 SH   SOLE   16,300 0 0
PAYPAL HLDGS INC COM 70450Y103 15,905 191,000 SH   SOLE   191,000 0 0
PENN NATL GAMING INC COM 707569109 1,108 33,000 SH   SOLE   33,000 0 0
PEPSICO INC COM 713448108 6,859 63,000 SH   SOLE   63,000 0 0
PFIZER INC COM 717081103 3,773 104,000 SH   SOLE   104,000 0 0
PIONEER NAT RES CO COM 723787107 7,191 38,000 SH   SOLE   38,000 0 0
PLANET FITNESS INC CL A 72703H101 1,173 26,700 SH   SOLE   26,700 0 0
POLYONE CORP COM 73179P106 1,357 31,400 SH   SOLE   31,400 0 0
POOL CORPORATION COM 73278L105 13,483 89,000 SH   SOLE   89,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,419 15,200 SH   SOLE   15,200 0 0
PRIMERICA INC COM 74164M108 1,813 18,200 SH   SOLE   18,200 0 0
PROASSURANCE CORP COM 74267C106 2,077 58,600 SH   SOLE   58,600 0 0
PROGRESS SOFTWARE CORP COM 743312100 761 19,600 SH   SOLE   19,600 0 0
PROOFPOINT INC COM 743424103 5,627 48,800 SH   SOLE   48,800 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,591 37,900 SH   SOLE   37,900 0 0
QUALYS INC COM 74758T303 767 9,100 SH   SOLE   9,100 0 0
RBC BEARINGS INC COM 75524B104 6,763 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,004 49,900 SH   SOLE   49,900 0 0
REPUBLIC SVCS INC COM 760759100 6,166 90,200 SH   SOLE   90,200 0 0
RLI CORP COM 749607107 10,041 151,700 SH   SOLE   151,700 0 0
ROLLINS INC COM 775711104 39,514 751,500 SH   SOLE   751,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 32,199 116,700 SH   SOLE   116,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,674 38,600 SH   SOLE   38,600 0 0
SALESFORCE COM INC COM 79466L302 32,736 240,000 SH   SOLE   240,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,164 55,500 SH   SOLE   55,500 0 0
SCHEIN HENRY INC COM 806407102 18,610 256,200 SH   SOLE   256,200 0 0
SCHLUMBERGER LTD COM 806857108 4,089 61,000 SH   SOLE   61,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 9,096 178,000 SH   SOLE   178,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,375 41,700 SH   SOLE   41,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 7,568 91,000 SH   SOLE   91,000 0 0
SELECTIVE INS GROUP INC COM 816300107 500 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,171 58,300 SH   SOLE   58,300 0 0
SERVICENOW INC COM 81762P102 13,970 81,000 SH   SOLE   81,000 0 0
SHAKE SHACK INC CL A 819047101 907 13,700 SH   SOLE   13,700 0 0
SHUTTERFLY INC COM 82568P304 1,314 14,600 SH   SOLE   14,600 0 0
SILGAN HOLDINGS INC COM 827048109 4,631 172,600 SH   SOLE   172,600 0 0
SILICON LABORATORIES INC COM 826919102 1,155 11,600 SH   SOLE   11,600 0 0
SMITH A O COM 831865209 4,389 74,200 SH   SOLE   74,200 0 0
SNAP ON INC COM 833034101 12,858 80,000 SH   SOLE   80,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 622 13,000 SH   SOLE   13,000 0 0
SOUTH JERSEY INDS INC COM 838518108 4,709 140,700 SH   SOLE   140,700 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 2,509 32,900 SH   SOLE   32,900 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 515 6,000 SH   SOLE   6,000 0 0
STAMPS COM INC COM NEW 852857200 7,288 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 5,862 120,000 SH   SOLE   120,000 0 0
STIFEL FINL CORP COM 860630102 6,536 125,100 SH   SOLE   125,100 0 0
SYNNEX CORP COM 87162W100 5,482 56,800 SH   SOLE   56,800 0 0
TECH DATA CORP COM 878237106 1,872 22,800 SH   SOLE   22,800 0 0
TELADOC INC COM 87918A105 1,045 18,000 SH   SOLE   18,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 46,122 231,700 SH   SOLE   231,700 0 0
TELEFLEX INC COM 879369106 992 3,700 SH   SOLE   3,700 0 0
TESARO INC COM 881569107 21,346 480,000 SH   SOLE   480,000 0 0
TESLA INC COM 88160R101 7,373 21,500 SH   SOLE   21,500 0 0
TEXAS ROADHOUSE INC COM 882681109 1,729 26,400 SH   SOLE   26,400 0 0
THE TRADE DESK INC COM CL A 88339J105 1,688 18,000 SH   SOLE   18,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,141 39,300 SH   SOLE   39,300 0 0
TJX COS INC NEW COM 872540109 26,746 281,000 SH   SOLE   281,000 0 0
TOLL BROTHERS INC COM 889478103 2,774 75,000 SH   SOLE   75,000 0 0
TOPBUILD CORP COM 89055F103 846 10,800 SH   SOLE   10,800 0 0
TORCHMARK CORP COM 891027104 1,946 23,900 SH   SOLE   23,900 0 0
TORO CO COM 891092108 38,500 639,000 SH   SOLE   639,000 0 0
TRANSDIGM GROUP INC COM 893641100 15,117 43,800 SH   SOLE   43,800 0 0
TREX CO INC COM 89531P105 2,003 32,000 SH   SOLE   32,000 0 0
TRINET GROUP INC COM 896288107 1,454 26,000 SH   SOLE   26,000 0 0
TURTLE BEACH CORP COM NEW 900450206 831 40,900 SH   SOLE   40,900 0 0
TYLER TECHNOLOGIES INC COM 902252105 25,754 115,958 SH   SOLE   115,958 0 0
U S CONCRETE INC COM NEW 90333L201 1,528 29,100 SH   SOLE   29,100 0 0
U S PHYSICAL THERAPY INC COM 90337L108 4,061 42,300 SH   SOLE   42,300 0 0
ULTA BEAUTY INC COM 90384S303 9,572 41,000 SH   SOLE   41,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 29,694 115,400 SH   SOLE   115,400 0 0
UNION PAC CORP COM 907818108 5,072 35,800 SH   SOLE   35,800 0 0
VAIL RESORTS INC COM 91879Q109 9,460 34,500 SH   SOLE   34,500 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 2,312 34,200 SH   SOLE   34,200 0 0
VALMONT INDS INC COM 920253101 2,080 13,800 SH   SOLE   13,800 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 18,186 107,000 SH   SOLE   107,000 0 0
VISA INC COM CL A 92826C839 28,344 214,000 SH   SOLE   214,000 0 0
WALKER & DUNLOP INC COM 93148P102 768 13,800 SH   SOLE   13,800 0 0
WASTE CONNECTIONS INC COM 94106B101 41,240 547,825 SH   SOLE   547,825 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 557 7,100 SH   SOLE   7,100 0 0
WEX INC COM 96208T104 16,838 88,400 SH   SOLE   88,400 0 0
WOODWARD INC COM 980745103 7,840 102,000 SH   SOLE   102,000 0 0
XPO LOGISTICS INC COM 983793100 2,404 24,000 SH   SOLE   24,000 0 0
ZENDESK INC COM 98936J101 13,682 251,100 SH   SOLE   251,100 0 0
ZOETIS INC CL A 98978V103 3,578 42,000 SH   SOLE   42,000 0 0