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
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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
Accenture PLC Ireland SHS Class A G1151C101 1,597 15,283 SH   SOLE NONE 15,283 0 0
Airgas Inc COM 009363102 3,707 26,800 SH   SOLE NONE 26,800 0 0
Akamai Technologies Inc COM 00971T101 1,006 19,105 SH   SOLE NONE 19,105 0 0
Alexander & Baldwin Inc COM 014482103 5,777 163,600 SH   SOLE NONE 163,600 0 0
Alleghany Corp Del COM 017175100 2,968 6,210 SH   SOLE NONE 6,210 0 0
Amazon Com Inc COM 023135106 930 1,375 SH   SOLE NONE 1,375 0 0
Anadarko Pete Corp COM 032511107 1,749 36,000 SH   SOLE NONE 36,000 0 0
ANSYS INC COM 03662Q105 3,498 37,821 SH   SOLE NONE 37,821 0 0
AON PLC SHS CL A G0408V102 5,992 64,500 SH   SOLE NONE 64,500 0 0
Alphabet Inc CAP STK CL A 02079K305 1,754 2,255 SH   SOLE NONE 2,255 0 0
Alphabet Inc CAP STK CL C 02079K107 2,850 3,756 SH   SOLE NONE 3,756 0 0
Apple Inc COM 037833100 888 8,438 SH   SOLE NONE 8,438 0 0
Bank of America Corporation COM 060505104 6,636 394,300 SH   SOLE NONE 394,300 0 0
Barracuda Networks Inc COM 068323104 567 30,356 SH   SOLE NONE 30,356 0 0
Bed Bath & Beyond Inc COM 075896100 4,186 86,750 SH   SOLE NONE 86,750 0 0
Biogen Inc COM 09062X103 4,871 15,900 SH   SOLE NONE 15,900 0 0
Carter Inc COM 146229109 2,319 26,050 SH   SOLE NONE 26,050 0 0
Caterpillar Inc Del COM 149123101 2,474 36,400 SH   SOLE NONE 36,400 0 0
CF Inds Hldgs Inc COM 12525D102 2,573 63,050 SH   SOLE NONE 63,050 0 0
Citigroup Inc COM NEW 172967424 6,608 127,700 SH   SOLE NONE 127,700 0 0
Coach Inc COM 189754104 4,376 133,700 SH   SOLE NONE 133,700 0 0
Cognizant Technology Solutio CL A 192446102 1,349 22,474 SH   SOLE NONE 22,474 0 0
Compass Minerals Intl Inc COM 20451N101 5,713 75,900 SH   SOLE NONE 75,900 0 0
Corelogic Inc COM 21871D103 5,360 158,300 SH   SOLE NONE 158,300 0 0
Criteo SA SPONS ADS 226718104 4,490 113,379 SH   SOLE NONE 113,379 0 0
Deere & Co COM 244199105 2,059 27,000 SH   SOLE NONE 27,000 0 0
Demandware Inc COM 24802Y105 1,521 28,174 SH   SOLE NONE 28,174 0 0
DigitalGlobe Inc COM NEW 25389M877 403 25,759 SH   SOLE NONE 25,759 0 0
Electronics for Imaging Inc COM 286082102 1,304 27,908 SH   SOLE NONE 27,908 0 0
Exxon Mobil Corp COM 30231G102 3,212 41,200 SH   SOLE NONE 41,200 0 0
Facebook Inc CL A 30303M102 1,675 16,006 SH   SOLE NONE 16,006 0 0
General Electric Co COM 369604103 2,446 78,539 SH   SOLE NONE 78,539 0 0
GenPact Limited SHS G3922B107 1,481 59,275 SH   SOLE NONE 59,275 0 0
Gilead Sciences Inc COM 375558103 3,380 33,400 SH   SOLE NONE 33,400 0 0
Grifols ADR SP ADR REP B NVT 398433102 240 14,782 SH   SOLE NONE 14,782 0 0
Grubhub Inc COM 400110102 509 21,029 SH   SOLE NONE 21,029 0 0
Horace Mann Educators Corp N COM 440327102 2,472 74,500 SH   SOLE NONE 74,500 0 0
Howard Hughes Corp COM 44267D107 5,681 50,200 SH   SOLE NONE 50,200 0 0
Hubbell Inc Cl B COM 443510201 5,840 57,800 SH   SOLE NONE 57,800 0 0
Imax Corp COM 45245E109 1,051 29,591 SH   SOLE NONE 29,591 0 0
ITT Corp New COM 450911201 5,437 149,700 SH   SOLE NONE 149,700 0 0
Linkedin Corp COM CL A 53578A108 3,711 16,488 SH   SOLE NONE 16,488 0 0
Littelfuse Inc COM 537008104 3,328 31,100 SH   SOLE NONE 31,100 0 0
LIVANOVA PLC SHS G5509L101 1,964 30,448 SH   SOLE NONE 30,448 0 0
Logmein Inc COM 54142L109 924 13,777 SH   SOLE NONE 13,777 0 0
Microsoft Corp COM 594918104 1,234 22,238 SH   SOLE NONE 22,238 0 0
NetSuite Inc COM 64118Q107 1,527 18,068 SH   SOLE NONE 18,068 0 0
Nice Sys Ltd Sponsored ADR 653656108 1,344 23,453 SH   SOLE NONE 23,453 0 0
PTC Inc COM 69370C100 1,184 34,189 SH   SOLE NONE 34,189 0 0
Pandora Media Inc COM 698354107 801 59,750 SH   SOLE NONE 59,750 0 0
Patterson Companies Inc COM 703395103 5,489 121,400 SH   SOLE NONE 121,400 0 0
Paypal Hldgs Inc COM 70450Y103 1,083 29,903 SH   SOLE NONE 29,903 0 0
Pioneer Nat Res Co COM 723787107 2,815 22,450 SH   SOLE NONE 22,450 0 0
Plum Creek Timber Co. Inc COM 729251108 5,249 110,000 SH   SOLE NONE 110,000 0 0
Red Hat Inc COM 756577102 1,269 15,330 SH   SOLE NONE 15,330 0 0
Regions Financial Corp New COM 7591EP100 6,059 631,200 SH   SOLE NONE 631,200 0 0
RPM Intl Inc COM 749685103 6,149 139,550 SH   SOLE NONE 139,550 0 0
Salesforce Com Inc COM 79466L302 1,355 17,288 SH   SOLE NONE 17,288 0 0
Servicenow Inc COM 81762P102 1,273 14,703 SH   SOLE NONE 14,703 0 0
Simpson Manufacturing Co Inc COM 829073105 5,788 169,500 SH   SOLE NONE 169,500 0 0
SPX Corp COM 784635104 934 100,100 SH   SOLE NONE 100,100 0 0
SPX Flow Inc COM 78469X107 2,794 100,100 SH   SOLE NONE 100,100 0 0
Stanley Black & Decker Inc. COM 854502101 6,201 58,100 SH   SOLE NONE 58,100 0 0
Stratasys Ltd SHS M85548101 396 16,861 SH   SOLE NONE 16,861 0 0
Synchrony Finl COM 87165B103 1,142 37,566 SH   SOLE NONE 37,566 0 0
TE Connectivity Ltd REG SHS H84989104 4,665 72,200 SH   SOLE NONE 72,200 0 0
Thermo Fisher Scientific COM 883556102 8,351 58,873 SH   SOLE NONE 58,873 0 0
Thor Inds Inc COM 885160101 5,722 101,900 SH   SOLE NONE 101,900 0 0
Time Warner Inc COM NEW 887317303 2,250 34,800 SH   SOLE NONE 34,800 0 0
Transcanada Corp COM 89353D107 1,328 40,739 SH   SOLE NONE 40,739 0 0
United Parcel Service Inc Cl B 911312106 5,485 57,000 SH   SOLE NONE 57,000 0 0
United Technologies Corp COM 913017109 2,243 23,351 SH   SOLE NONE 23,351 0 0
Urban Outfitters Inc COM 917047102 4,853 213,300 SH   SOLE NONE 213,300 0 0
VF Corp COM 918204108 1,206 19,373 SH   SOLE NONE 19,373 0 0
Veeva Sys Inc CL A COM 922475108 1,274 44,149 SH   SOLE NONE 44,149 0 0
VISA Inc COM CL A 92826C839 2,089 26,936 SH   SOLE NONE 26,936 0 0
VMWare Inc CL A COM 928563402 1,088 19,243 SH   SOLE NONE 19,243 0 0
Workday Inc COM 98138H101 940 11,799 SH   SOLE NONE 11,799 0 0
Xylem Inc COM 98419M100 5,815 159,300 SH   SOLE NONE 159,300 0 0