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 7,176 119,100 SH   SOLE   119,100 0 0
ABM INDS INC COM 000957100 330 9,000 SH   SOLE   9,000 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 4,462 66,200 SH   SOLE   66,200 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 55,515 245,651 SH   SOLE   245,651 0 0
ACI WORLDWIDE INC COM 004498101 2,072 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 18,457 228,000 SH   SOLE   228,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 41,147 83,900 SH   SOLE   83,900 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,237 31,000 SH   SOLE   31,000 0 0
ALARM COM HLDGS INC COM 011642105 2,022 36,600 SH   SOLE   36,600 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 25,403 222,000 SH   SOLE   222,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,463 56,000 SH   SOLE   56,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,112 7,900 SH   SOLE   7,900 0 0
ALPHABET INC CAP STK CL A 02079K305 22,863 15,600 SH   SOLE   15,600 0 0
AMAZON COM INC COM 023135106 49,435 15,700 SH   SOLE   15,700 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 16,081 240,092 SH   SOLE   240,092 0 0
AMERICAN TOWER CORP NEW COM 03027X100 23,424 96,900 SH   SOLE   96,900 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 660 8,400 SH   SOLE   8,400 0 0
AMETEK INC COM 031100100 13,185 132,650 SH   SOLE   132,650 0 0
ANAPLAN INC COM 03272L108 7,488 119,649 SH   SOLE   119,649 0 0
ANSYS INC COM 03662Q105 78,535 240,000 SH   SOLE   240,000 0 0
AON PLC SHS CL A G0403H108 14,008 67,900 SH   SOLE   67,900 0 0
APPLE INC COM 037833100 22,699 196,000 SH   SOLE   196,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,284 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 21,870 193,200 SH   SOLE   193,200 0 0
ARCH CAP GROUP LTD ORD G0450A105 20,899 714,500 SH   SOLE   714,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,134 21,900 SH   SOLE   21,900 0 0
ASGN INC COM 00191U102 903 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 21,454 153,800 SH   SOLE   153,800 0 0
AUTOZONE INC COM 053332102 22,964 19,500 SH   SOLE   19,500 0 0
BALCHEM CORP COM 057665200 2,265 23,200 SH   SOLE   23,200 0 0
BALL CORP COM 058498106 38,784 466,600 SH   SOLE   466,600 0 0
BERKLEY W R CORP COM 084423102 23,416 382,922 SH   SOLE   382,922 0 0
BIO RAD LABS INC CL A 090572207 7,010 13,600 SH   SOLE   13,600 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 26,292 404,427 SH   SOLE   404,427 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 10,195 134,000 SH   SOLE   134,000 0 0
BK OF AMERICA CORP COM 060505104 7,709 320,000 SH   SOLE   320,000 0 0
BLACKBAUD INC COM 09227Q100 882 15,800 SH   SOLE   15,800 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 8,352 160,000 SH   SOLE   160,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 10,551 175,000 SH   SOLE   175,000 0 0
BROADCOM INC COM 11135F101 14,609 40,100 SH   SOLE   40,100 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,531 11,600 SH   SOLE   11,600 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 451 3,160 SH   SOLE   3,160 0 0
CACI INTL INC CL A 127190304 1,130 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 46,149 432,800 SH   SOLE   432,800 0 0
CALAVO GROWERS INC COM 128246105 3,923 59,200 SH   SOLE   59,200 0 0
CANTEL MED CORP COM 138098108 725 16,500 SH   SOLE   16,500 0 0
CARLISLE COS INC COM 142339100 14,207 116,100 SH   SOLE   116,100 0 0
CASEYS GEN STORES INC COM 147528103 2,327 13,100 SH   SOLE   13,100 0 0
CAVCO INDS INC DEL COM 149568107 3,750 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 18,352 270,800 SH   SOLE   270,800 0 0
CHARLES RIV LABS INTL INC COM 159864107 1,359 6,000 SH   SOLE   6,000 0 0
CHEMED CORP NEW COM 16359R103 45,825 95,400 SH   SOLE   95,400 0 0
CHURCH & DWIGHT INC COM 171340102 45,245 482,824 SH   SOLE   482,824 0 0
CHURCHILL DOWNS INC COM 171484108 24,310 148,395 SH   SOLE   148,395 0 0
CINTAS CORP COM 172908105 42,728 128,377 SH   SOLE   128,377 0 0
CONMED CORP COM 207410101 1,786 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,665 51,000 SH   SOLE   51,000 0 0
COOPER COS INC COM NEW 216648402 8,327 24,700 SH   SOLE   24,700 0 0
COPART INC COM 217204106 5,942 56,500 SH   SOLE   56,500 0 0
COSTAR GROUP INC COM 22160N109 8,740 10,300 SH   SOLE   10,300 0 0
COSTCO WHSL CORP NEW COM 22160K105 27,477 77,400 SH   SOLE   77,400 0 0
COUPA SOFTWARE INC COM 22266L106 4,525 16,500 SH   SOLE   16,500 0 0
CROCS INC COM 227046109 3,064 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 15,517 113,000 SH   SOLE   113,000 0 0
DANAHER CORPORATION COM 235851102 67,751 314,637 SH   SOLE   314,637 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 287 18,900 SH   SOLE   18,900 0 0
DEXCOM INC COM 252131107 15,253 37,000 SH   SOLE   37,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,928 230,000 SH   SOLE   230,000 0 0
DISNEY WALT CO COM DISNEY 254687106 9,058 73,000 SH   SOLE   73,000 0 0
DOLLAR GEN CORP NEW COM 256677105 10,712 51,100 SH   SOLE   51,100 0 0
DOMINOS PIZZA INC COM 25754A201 12,886 30,300 SH   SOLE   30,300 0 0
DYCOM INDS INC COM 267475101 1,315 24,900 SH   SOLE   24,900 0 0
ECOLAB INC COM 278865100 45,204 226,200 SH   SOLE   226,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,856 136,000 SH   SOLE   136,000 0 0
EHEALTH INC COM 28238P109 1,920 24,300 SH   SOLE   24,300 0 0
ENERSYS COM 29275Y102 5,752 85,700 SH   SOLE   85,700 0 0
ENOVA INTL INC COM 29357K103 569 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 1,489 26,400 SH   SOLE   26,400 0 0
ENSIGN GROUP INC COM 29358P101 4,068 71,300 SH   SOLE   71,300 0 0
EPAM SYS INC COM 29414B104 11,347 35,100 SH   SOLE   35,100 0 0
EPLUS INC COM 294268107 6,873 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 13,258 84,500 SH   SOLE   84,500 0 0
EQUINIX INC COM 29444U700 16,419 21,600 SH   SOLE   21,600 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 20,290 331,000 SH   SOLE   331,000 0 0
EVERBRIDGE INC COM 29978A104 6,877 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 24,774 243,000 SH   SOLE   243,000 0 0
EXELIXIS INC COM 30161Q104 33,741 1,380,000 SH   SOLE   1,380,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 5,687 86,200 SH   SOLE   86,200 0 0
EXPONENT INC COM 30214U102 20,046 278,300 SH   SOLE   278,300 0 0
F M C CORP COM NEW 302491303 3,453 32,600 SH   SOLE   32,600 0 0
FABRINET SHS G3323L100 1,261 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC CL A 30303M102 29,857 114,000 SH   SOLE   114,000 0 0
FAIR ISAAC CORP COM 303250104 36,880 86,700 SH   SOLE   86,700 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 25,230 171,387 SH   SOLE   171,387 0 0
FIRST FINL BANKSHARES COM 32020R109 5,763 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 45,631 442,800 SH   SOLE   442,800 0 0
FIVE9 INC COM 338307101 10,880 83,900 SH   SOLE   83,900 0 0
FTI CONSULTING INC COM 302941109 3,836 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 12,295 98,400 SH   SOLE   98,400 0 0
GATX CORP COM 361448103 733 11,500 SH   SOLE   11,500 0 0
GLOBAL PMTS INC COM 37940X102 6,373 35,887 SH   SOLE   35,887 0 0
GLOBE LIFE INC COM 37959E102 2,309 28,900 SH   SOLE   28,900 0 0
GODADDY INC CL A 380237107 1,899 25,000 SH   SOLE   25,000 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 4,280 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 53,827 514,299 SH   SOLE   514,299 0 0
HELEN OF TROY LTD COM G4388N106 4,451 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 39,833 244,992 SH   SOLE   244,992 0 0
HENRY SCHEIN INC COM 806407102 858 14,600 SH   SOLE   14,600 0 0
HILTON GRAND VACATIONS INC COM 43283X105 376 17,900 SH   SOLE   17,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,693 55,000 SH   SOLE   55,000 0 0
HOME DEPOT INC COM 437076102 4,166 15,000 SH   SOLE   15,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,137 9,000 SH   SOLE   9,000 0 0
ICU MED INC COM 44930G107 5,282 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167R104 6,330 34,700 SH   SOLE   34,700 0 0
IDEXX LABS INC COM 45168D104 42,928 109,200 SH   SOLE   109,200 0 0
IHS MARKIT LTD SHS G47567105 15,628 199,054 SH   SOLE   199,054 0 0
INPHI CORP COM 45772F107 5,298 47,200 SH   SOLE   47,200 0 0
INSPERITY INC COM 45778Q107 1,388 21,200 SH   SOLE   21,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 6,260 151,000 SH   SOLE   151,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 24,203 241,913 SH   SOLE   241,913 0 0
INTUIT COM 461202103 28,775 88,210 SH   SOLE   88,210 0 0
IQVIA HLDGS INC COM 46266C105 8,906 56,500 SH   SOLE   56,500 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 4,834 20,300 SH   SOLE   20,300 0 0
J & J SNACK FOODS CORP COM 466032109 19,715 151,200 SH   SOLE   151,200 0 0
J2 GLOBAL INC COM 48123V102 2,720 39,300 SH   SOLE   39,300 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,599 17,400 SH   SOLE   17,400 0 0
JPMORGAN CHASE & CO COM 46625H100 6,739 70,000 SH   SOLE   70,000 0 0
KADANT INC COM 48282T104 1,480 13,500 SH   SOLE   13,500 0 0
KAMAN CORP COM 483548103 1,154 29,600 SH   SOLE   29,600 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,983 30,200 SH   SOLE   30,200 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,142 18,500 SH   SOLE   18,500 0 0
LANCASTER COLONY CORP COM 513847103 1,001 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 4,242 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 2,837 13,000 SH   SOLE   13,000 0 0
LCI INDS COM 50189K103 4,039 38,000 SH   SOLE   38,000 0 0
LENDINGTREE INC NEW COM 52603B107 5,954 19,400 SH   SOLE   19,400 0 0
LENNAR CORP CL A 526057104 6,371 78,000 SH   SOLE   78,000 0 0
LENNOX INTL INC COM 526107107 26,661 97,800 SH   SOLE   97,800 0 0
LHC GROUP INC COM 50187A107 1,722 8,100 SH   SOLE   8,100 0 0
LITHIA MTRS INC CL A 536797103 2,165 9,500 SH   SOLE   9,500 0 0
LITTELFUSE INC COM 537008104 1,632 9,200 SH   SOLE   9,200 0 0
LIVEPERSON INC COM 538146101 1,513 29,100 SH   SOLE   29,100 0 0
LULULEMON ATHLETICA INC COM 550021109 6,587 20,000 SH   SOLE   20,000 0 0
LYFT INC CL A COM 55087P104 10,607 385,000 SH   SOLE   385,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 55,426 163,900 SH   SOLE   163,900 0 0
MAXIMUS INC COM 577933104 3,277 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,533 18,203 SH   SOLE   18,203 0 0
MEDIFAST INC COM 58470H101 1,052 6,400 SH   SOLE   6,400 0 0
MEDPACE HLDGS INC COM 58506Q109 1,553 13,900 SH   SOLE   13,900 0 0
MERCURY SYS INC COM 589378108 3,896 50,300 SH   SOLE   50,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 58,331 60,400 SH   SOLE   60,400 0 0
MICRON TECHNOLOGY INC COM 595112103 7,983 170,000 SH   SOLE   170,000 0 0
MICROSOFT CORP COM 594918104 12,830 61,000 SH   SOLE   61,000 0 0
MIMECAST LTD ORD SHS G14838109 1,675 35,700 SH   SOLE   35,700 0 0
MONOLITHIC PWR SYS INC COM 609839105 3,234 11,565 SH   SOLE   11,565 0 0
MONRO INC COM 610236101 3,647 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 5,347 34,100 SH   SOLE   34,100 0 0
NEOGEN CORP COM 640491106 4,481 57,266 SH   SOLE   57,266 0 0
NETFLIX INC COM 64110L106 21,001 42,000 SH   SOLE   42,000 0 0
NEXTERA ENERGY INC COM 65339F101 20,940 75,444 SH   SOLE   75,444 0 0
NIKE INC CL B 654106103 4,017 32,000 SH   SOLE   32,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 30,035 95,200 SH   SOLE   95,200 0 0
NVIDIA CORPORATION COM 67066G104 22,731 42,000 SH   SOLE   42,000 0 0
OMNICELL COM COM 68213N109 4,196 56,200 SH   SOLE   56,200 0 0
OPEN TEXT CORP COM 683715106 5,842 138,300 SH   SOLE   138,300 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 12,173 26,400 SH   SOLE   26,400 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,171 13,400 SH   SOLE   13,400 0 0
PAYPAL HLDGS INC COM 70450Y103 24,235 123,000 SH   SOLE   123,000 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 17,962 181,000 SH   SOLE   181,000 0 0
PENN NATL GAMING INC COM 707569109 2,137 29,400 SH   SOLE   29,400 0 0
PENNANT GROUP INC COM 70805E109 706 18,300 SH   SOLE   18,300 0 0
PEPSICO INC COM 713448108 3,049 22,000 SH   SOLE   22,000 0 0
PETIQ INC COM CL A 71639T106 843 25,600 SH   SOLE   25,600 0 0
PIONEER NAT RES CO COM 723787107 4,128 48,000 SH   SOLE   48,000 0 0
PLANET FITNESS INC CL A 72703H101 1,645 26,700 SH   SOLE   26,700 0 0
POOL CORP COM 73278L105 36,498 109,100 SH   SOLE   109,100 0 0
PRIMERICA INC COM 74164M108 2,059 18,200 SH   SOLE   18,200 0 0
PROGRESS SOFTWARE CORP COM 743312100 2,017 55,000 SH   SOLE   55,000 0 0
PROGRESSIVE CORP COM 743315103 7,214 76,200 SH   SOLE   76,200 0 0
PROOFPOINT INC COM 743424103 3,789 35,900 SH   SOLE   35,900 0 0
QUAKER CHEM CORP COM 747316107 4,798 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 14,239 121,000 SH   SOLE   121,000 0 0
QUALYS INC COM 74758T303 2,989 30,500 SH   SOLE   30,500 0 0
RAPID7 INC COM 753422104 3,148 51,400 SH   SOLE   51,400 0 0
RBC BEARINGS INC COM 75524B104 6,364 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 13,070 77,000 SH   SOLE   77,000 0 0
REPUBLIC SVCS INC COM 760759100 25,859 277,010 SH   SOLE   277,010 0 0
REXNORD CORP COM 76169B102 1,194 40,000 SH   SOLE   40,000 0 0
RINGCENTRAL INC CL A 76680R206 24,385 88,800 SH   SOLE   88,800 0 0
RLI CORP COM 749607107 14,653 175,000 SH   SOLE   175,000 0 0
ROGERS CORP COM 775133101 912 9,300 SH   SOLE   9,300 0 0
ROLLINS INC COM 775711104 35,329 651,950 SH   SOLE   651,950 0 0
ROPER TECHNOLOGIES INC COM 776696106 66,260 167,700 SH   SOLE   167,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,951 38,600 SH   SOLE   38,600 0 0
S&P GLOBAL INC COM 78409V104 40,531 112,400 SH   SOLE   112,400 0 0
SALESFORCE COM INC COM 79466L302 68,359 272,000 SH   SOLE   272,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,892 18,500 SH   SOLE   18,500 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 3,270 41,700 SH   SOLE   41,700 0 0
SELECTIVE INS GROUP INC COM 816300107 469 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 393 6,800 SH   SOLE   6,800 0 0
SERVICENOW INC COM 81762P102 52,429 108,100 SH   SOLE   108,100 0 0
SHAKE SHACK INC CL A 819047101 722 11,200 SH   SOLE   11,200 0 0
SHOPIFY INC CL A 82509L107 17,902 17,500 SH   SOLE   17,500 0 0
SILGAN HOLDINGS INC COM 827048109 7,008 190,600 SH   SOLE   190,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,012 16,500 SH   SOLE   16,500 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 13,699 510,000 SH   SOLE   510,000 0 0
SPLUNK INC COM 848637104 20,318 108,000 SH   SOLE   108,000 0 0
SPS COMMERCE INC COM 78463M107 8,137 104,500 SH   SOLE   104,500 0 0
STAMPS COM INC COM NEW 852857200 6,939 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 13,747 160,000 SH   SOLE   160,000 0 0
STIFEL FINL CORP COM 860630102 6,325 125,100 SH   SOLE   125,100 0 0
STITCH FIX INC COM CL A 860897107 1,574 58,000 SH   SOLE   58,000 0 0
SYNAPTICS INC COM 87157D109 1,367 17,000 SH   SOLE   17,000 0 0
SYNNEX CORP COM 87162W100 3,992 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 17,247 80,600 SH   SOLE   80,600 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 860 23,500 SH   SOLE   23,500 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 74,854 241,300 SH   SOLE   241,300 0 0
TELEFLEX INCORPORATED COM 879369106 8,306 24,400 SH   SOLE   24,400 0 0
TEXAS ROADHOUSE INC COM 882681109 1,204 19,800 SH   SOLE   19,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 60,577 137,200 SH   SOLE   137,200 0 0
TJX COS INC NEW COM 872540109 30,663 550,994 SH   SOLE   550,994 0 0
TOPBUILD CORP COM 89055F103 4,165 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 23,120 275,400 SH   SOLE   275,400 0 0
TRANSDIGM GROUP INC COM 893641100 47,892 100,800 SH   SOLE   100,800 0 0
TREX CO INC COM 89531P105 4,582 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 1,542 26,000 SH   SOLE   26,000 0 0
TWILIO INC CL A 90138F102 15,567 63,000 SH   SOLE   63,000 0 0
TWITTER INC COM 90184L102 16,910 380,000 SH   SOLE   380,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 35,518 101,900 SH   SOLE   101,900 0 0
U S CONCRETE INC COM 90333L201 662 22,800 SH   SOLE   22,800 0 0
U S PHYSICAL THERAPY INC COM 90337L108 6,759 77,800 SH   SOLE   77,800 0 0
ULTA BEAUTY INC COM 90384S303 11,871 53,000 SH   SOLE   53,000 0 0
UNIFIRST CORP MASS COM 904708104 2,973 15,700 SH   SOLE   15,700 0 0
UNION PAC CORP COM 907818108 41,559 211,100 SH   SOLE   211,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,550 17,800 SH   SOLE   17,800 0 0
VAIL RESORTS INC COM 91879Q109 3,851 18,000 SH   SOLE   18,000 0 0
VERISIGN INC COM 92343E102 6,043 29,500 SH   SOLE   29,500 0 0
VERISK ANALYTICS INC COM 92345Y106 9,821 53,000 SH   SOLE   53,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 12,654 46,500 SH   SOLE   46,500 0 0
VISA INC COM CL A 92826C839 17,997 90,000 SH   SOLE   90,000 0 0
VISTEON CORP COM NEW 92839U206 1,142 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 2,062 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 58,971 568,125 SH   SOLE   568,125 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 5,323 53,147 SH   SOLE   53,147 0 0
WEX INC COM 96208T104 1,598 11,500 SH   SOLE   11,500 0 0
WINGSTOP INC COM 974155103 2,979 21,800 SH   SOLE   21,800 0 0
WOODWARD INC COM 980745103 8,176 102,000 SH   SOLE   102,000 0 0
WORKDAY INC CL A 98138H101 13,338 62,000 SH   SOLE   62,000 0 0
WORKIVA INC COM CL A 98139A105 4,260 76,400 SH   SOLE   76,400 0 0
ZENDESK INC COM 98936J101 14,923 145,000 SH   SOLE   145,000 0 0
ZOETIS INC CL A 98978V103 4,465 27,000 SH   SOLE   27,000 0 0