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 000360206 4,217 122,320 SH   SOLE   122,320 0 0
Abaxis Inc COM 002567105 3,858 86,404 SH   SOLE   86,404 0 0
Abbott Laboratories COM 002824100 9,966 186,781 SH   SOLE   186,781 0 0
Adobe Systems Inc COM 00724F101 15,002 100,561 SH   SOLE   100,561 0 0
AES Corp/VA COM 00130H105 51 4,660 SH   SOLE   4,660 0 0
Affiliated Managers Group Inc COM 008252108 15,666 82,529 SH   SOLE   82,529 0 0
Air Products & Chemicals Inc COM 009158106 361 2,383 SH   SOLE   2,383 0 0
Albemarle Corp COM 012653101 181 1,328 SH   SOLE   1,328 0 0
Alibaba Group Holding Ltd ADR 01609W102 3,212 18,600 SH   SOLE   18,600 0 0
Alliant Energy Corp COM 018802108 74 1,777 SH   SOLE   1,777 0 0
Amazon.com Inc COM 023135106 35,797 37,236 SH   SOLE   37,236 0 0
Amber Road Inc COM 02318Y108 1,470 191,366 SH   SOLE   191,366 0 0
Ameren Corp COM 023608102 102 1,755 SH   SOLE   1,755 0 0
American Campus Communities Inc REIT 024835100 3,368 76,280 SH   SOLE   76,280 0 0
American Electric Power Co Inc COM 025537101 239 3,403 SH   SOLE   3,403 0 0
American Tower Corp REIT 03027X100 8,367 61,218 SH   SOLE   61,218 0 0
American Water Works Co Inc COM 030420103 93 1,151 SH   SOLE   1,151 0 0
AO Smith Corp COM 831865209 3,566 60,000 SH   SOLE   60,000 0 0
Apple Inc COM 037833100 58,904 382,192 SH   SOLE   382,192 0 0
Applied Materials Inc COM 038222105 11,489 220,556 SH   SOLE   220,556 0 0
ASML Holding NV COM N07059210 3,532 20,630 SH   SOLE   20,630 0 0
Atara Biotherapeutics Inc COM 046513107 466 28,166 SH   SOLE   28,166 0 0
AutoZone Inc COM 053332102 1,019 1,712 SH   SOLE   1,712 0 0
Avery Dennison Corp COM 053611109 88 901 SH   SOLE   901 0 0
Ball Corp COM 058498106 154 3,726 SH   SOLE   3,726 0 0
Barnes Group Inc COM 067806109 6,610 93,831 SH   SOLE   93,831 0 0
Blackbaud Inc COM 09227Q100 276 3,150 SH   SOLE   3,150 0 0
Bluebird Bio Inc COM 09609G100 3,813 27,766 SH   SOLE   27,766 0 0
BofI Holding Inc COM 05566U108 6,731 236,421 SH   SOLE   236,421 0 0
Bright Horizons Family Solutions Inc COM 109194100 455 5,272 SH   SOLE   5,272 0 0
Callidus Software Inc COM 13123E500 771 31,286 SH   SOLE   31,286 0 0
Cara Therapeutics Inc COM 140755109 1,283 93,718 SH   SOLE   93,718 0 0
Carriage Services Inc COM 143905107 6,482 253,188 SH   SOLE   253,188 0 0
CBRE Group Inc COM 12504L109 8,170 215,684 SH   SOLE   215,684 0 0
Celgene Corp COM 151020104 36,129 247,766 SH   SOLE   247,766 0 0
CenterPoint Energy Inc COM 15189T107 89 3,029 SH   SOLE   3,029 0 0
CF Industries Holdings Inc COM 125269100 90 2,579 SH   SOLE   2,579 0 0
CME Group Inc/IL COM 12572Q105 4,149 30,578 SH   SOLE   30,578 0 0
CMS Energy Corp COM 125896100 90 1,935 SH   SOLE   1,935 0 0
Cognizant Technology Solutions Corp COM 192446102 10,794 148,800 SH   SOLE   148,800 0 0
Colgate-Palmolive Co COM 194162103 3,141 43,118 SH   SOLE   43,118 0 0
Consolidated Edison Inc COM 209115104 174 2,153 SH   SOLE   2,153 0 0
Consumer Discretionary Select Sector SPDR Fund ETF 81369Y407 36,571 405,983 SH   SOLE   405,983 0 0
Consumer Staples Select Sector SPDR Fund ETF 81369Y308 26,833 497,096 SH   SOLE   497,096 0 0
Core Laboratories NV COM N22717107 3,404 34,486 SH   SOLE   34,486 0 0
CoreSite Realty Corp REIT 21870Q105 3,371 30,122 SH   SOLE   30,122 0 0
CoStar Group Inc COM 22160N109 7,777 28,992 SH   SOLE   28,992 0 0
Costco Wholesale Corp COM 22160K105 10,761 65,500 SH   SOLE   65,500 0 0
Cullen/Frost Bankers Inc COM 229899109 1,690 17,803 SH   SOLE   17,803 0 0
CVB Financial Corp COM 126600105 5,813 240,507 SH   SOLE   240,507 0 0
CyrusOne Inc REIT 23283R100 2,584 43,851 SH   SOLE   43,851 0 0
Danaher Corp COM 235851102 12,554 146,357 SH   SOLE   146,357 0 0
Dominion Resources Inc/VA COM 25746U109 341 4,433 SH   SOLE   4,433 0 0
Dorman Products Inc COM 258278100 10,717 149,639 SH   SOLE   149,639 0 0
DowDuPont Inc COM 26078J100 1,492 21,546 SH   SOLE   21,546 0 0
Drew Industries Inc COM 50189K103 8,957 77,317 SH   SOLE   77,317 0 0
DTE Energy Co COM 233331107 125 1,161 SH   SOLE   1,161 0 0
Duke Energy Corp COM 26441C204 372 4,434 SH   SOLE   4,434 0 0
Eastman Chemical Co COM 277432100 118 1,301 SH   SOLE   1,301 0 0
Echo Global Logistics Inc COM 27875T101 3,417 181,279 SH   SOLE   181,279 0 0
Ecolab Inc COM 278865100 298 2,315 SH   SOLE   2,315 0 0
Edison International COM 281020107 124 1,614 SH   SOLE   1,614 0 0
Education Realty Trust Inc REIT 28140H203 1,536 42,743 SH   SOLE   42,743 0 0
Egalet Corp COM 28226B104 82 63,740 SH   SOLE   63,740 0 0
Energy Select Sector SPDR Fund ETF 81369Y506 21,685 316,654 SH   SOLE   316,654 0 0
Entergy Corp COM 29364G103 66 864 SH   SOLE   864 0 0
Envestnet Inc COM 29404K106 4,465 87,548 SH   SOLE   87,548 0 0
EPAM Systems Inc COM 29414B104 6,185 70,337 SH   SOLE   70,337 0 0
Equinix Inc REIT 29444U700 3,714 8,322 SH   SOLE   8,322 0 0
Equity Lifestyle Properties Inc REIT 29472R108 3,477 40,868 SH   SOLE   40,868 0 0
Esperion Therapeutics Inc COM 29664W105 713 14,217 SH   SOLE   14,217 0 0
Exact Sciences Corp COM 30063P105 11,662 247,500 SH   SOLE   247,500 0 0
Exelon Corp COM 30161N101 241 6,405 SH   SOLE   6,405 0 0
ExlService Holdings Inc COM 302081104 2,701 46,317 SH   SOLE   46,317 0 0
Exponent Inc COM 30214U102 500 6,766 SH   SOLE   6,766 0 0
Express Scripts Holding Co COM 30219G108 18,477 291,810 SH   SOLE   291,810 0 0
Facebook Inc COM 30303M102 36,787 215,293 SH   SOLE   215,293 0 0
FactSet Research Systems Inc COM 303075105 8,406 46,670 SH   SOLE   46,670 0 0
Fastenal Co COM 311900104 16,585 363,862 SH   SOLE   363,862 0 0
Financial Engines Inc COM 317485100 4,535 130,521 SH   SOLE   130,521 0 0
Financial Select Sector SPDR Fund ETF 81369Y605 45,622 1,764,194 SH   SOLE   1,764,194 0 0
First Republic Bank/CA COM 33616C100 29,005 277,665 SH   SOLE   277,665 0 0
FirstEnergy Corp COM 337932107 87 2,810 SH   SOLE   2,810 0 0
FMC Corp COM 302491303 132 1,474 SH   SOLE   1,474 0 0
Fortive Corp COM 34959J108 6,719 94,918 SH   SOLE   94,918 0 0
Freeport-McMoRan Copper & Gold Inc COM 35671D857 199 14,171 SH   SOLE   14,171 0 0
Generac Holdings Inc COM 368736104 4,666 101,584 SH   SOLE   101,584 0 0
Gilead Sciences Inc COM 375558103 5,527 68,217 SH   SOLE   68,217 0 0
Goldman Sachs ActiveBeta Europe Equity ETF ETF 381430305 12,524 400,000 SH   SOLE   400,000 0 0
Goldman Sachs ActiveBeta Japan Equity ETF ETF 381430404 12,523 400,000 SH   SOLE   400,000 0 0
Google Inc COM 02079K305 58,320 59,894 SH   SOLE   59,894 0 0
Graco Inc COM 384109104 252 2,040 SH   SOLE   2,040 0 0
Health Care Select Sector SPDR Fund ETF 81369Y209 51,280 627,437 SH   SOLE   627,437 0 0
Healthcare Services Group Inc COM 421906108 14,540 269,407 SH   SOLE   269,407 0 0
HealthEquity Inc COM 42226A107 6,663 131,724 SH   SOLE   131,724 0 0
HEICO Corp COM 422806208 17,760 233,071 SH   SOLE   233,071 0 0
Henry Schein Inc COM 806407102 8,475 103,366 SH   SOLE   103,366 0 0
Heska Corp COM 42805E306 1,785 20,268 SH   SOLE   20,268 0 0
Home Depot Inc/The COM 437076102 18,445 112,772 SH   SOLE   112,772 0 0
Iberiabank Corp COM 450828108 6,358 77,396 SH   SOLE   77,396 0 0
ICU Medical Inc COM 44930G107 2,111 11,357 SH   SOLE   11,357 0 0
Illinois Tool Works Inc COM 452308109 10,183 68,822 SH   SOLE   68,822 0 0
Industrial Select Sector SPDR Fund ETF 81369Y704 34,452 485,237 SH   SOLE   485,237 0 0
InnerWorkings Inc COM 45773Y105 5,221 464,072 SH   SOLE   464,072 0 0
Inphi Corp COM 45772F107 5,239 132,000 SH   SOLE   132,000 0 0
Intel Corp COM 458140100 15,882 417,062 SH   SOLE   417,062 0 0
IntercontinentalExchange Inc COM 45866F104 14,180 206,405 SH   SOLE   206,405 0 0
International Flavors & Fragrances Inc COM 459506101 117 817 SH   SOLE   817 0 0
International Paper Co COM 460146103 229 4,032 SH   SOLE   4,032 0 0
Intersect ENT Inc COM 46071F103 1,558 50,000 SH   SOLE   50,000 0 0
Intuitive Surgical Inc COM 46120E602 19,694 18,830 SH   SOLE   18,830 0 0
iShares Core S&P 500 ETF ETF 464287200 67,027 265,000 SH   SOLE   265,000 0 0
JB Hunt Transport Services Inc COM 445658107 12,876 115,918 SH   SOLE   115,918 0 0
John B Sanfilippo & Son Inc COM 800422107 4,953 73,582 SH   SOLE   73,582 0 0
Johnson & Johnson COM 478160104 13,181 101,383 SH   SOLE   101,383 0 0
Johnson Controls International PLC COM G51502105 1,773 44,000 SH   SOLE   44,000 0 0
Kirby Corp COM 497266106 2,899 43,961 SH   SOLE   43,961 0 0
Knight-Swift Transportation Holdings Inc COM 499049104 8,174 196,714 SH   SOLE   196,714 0 0
Kraft Heinz Co/The COM 500754106 6,550 84,457 SH   SOLE   84,457 0 0
Liquidity Services Inc COM 53635B107 1,076 182,432 SH   SOLE   182,432 0 0
Littelfuse Inc COM 537008104 3,310 16,898 SH   SOLE   16,898 0 0
LKQ Corp COM 501889208 28,676 796,774 SH   SOLE   796,774 0 0
LyondellBasell Industries NV COM N53745100 351 3,545 SH   SOLE   3,545 0 0
Macy's Inc COM 55616P104 39 1,805 SH   SOLE   1,805 0 0
MarketAxess Holdings Inc COM 57060D108 12,438 67,411 SH   SOLE   67,411 0 0
Marriott International Inc/DE COM 571903202 11,537 104,637 SH   SOLE   104,637 0 0
Martin Marietta Materials Inc COM 573284106 104 503 SH   SOLE   503 0 0
Mastercard Inc COM 57636Q104 14,133 100,096 SH   SOLE   100,096 0 0
MEDNAX Inc COM 58502B106 19,461 451,339 SH   SOLE   451,339 0 0
MercadoLibre Inc COM 58733R102 660 2,549 SH   SOLE   2,549 0 0
Microsoft Corp COM 594918104 32,411 435,101 SH   SOLE   435,101 0 0
Monolithic Power Systems Inc COM 609839105 1,773 16,638 SH   SOLE   16,638 0 0
Monro Muffler Brake Inc COM 610236101 13,504 240,928 SH   SOLE   240,928 0 0
Monsanto Co COM 61166W101 615 5,130 SH   SOLE   5,130 0 0
Mosaic Co/The COM 61945C103 88 4,043 SH   SOLE   4,043 0 0
MSC Industrial Direct Co Inc COM 553530106 4,784 63,300 SH   SOLE   63,300 0 0
Neogen Corp COM 640491106 6,703 86,529 SH   SOLE   86,529 0 0
NewLink Genetics Corp COM 651511107 577 56,703 SH   SOLE   56,703 0 0
Newmont Mining Corp COM 651639106 212 5,644 SH   SOLE   5,644 0 0
NextEra Energy Inc COM 65339F101 7,112 48,532 SH   SOLE   48,532 0 0
NextEra Energy Partners LP COM 65341B106 4,584 113,768 SH   SOLE   113,768 0 0
NIKE Inc COM 654106103 9,791 188,844 SH   SOLE   188,844 0 0
NiSource Inc COM 65473P105 58 2,277 SH   SOLE   2,277 0 0
Nordson Corp COM 655663102 12,231 103,217 SH   SOLE   103,217 0 0
Northeast Utilities COM 30040W108 133 2,200 SH   SOLE   2,200 0 0
NorthWestern Corp COM 668074305 5,746 100,916 SH   SOLE   100,916 0 0
NRG Energy Inc COM 629377508 56 2,200 SH   SOLE   2,200 0 0
Nucor Corp COM 670346105 158 2,829 SH   SOLE   2,829 0 0
NxStage Medical Inc COM 67072V103 2,716 98,404 SH   SOLE   98,404 0 0
Obalon Therapeutics Inc COM 67424L100 1,179 123,800 SH   SOLE   123,800 0 0
Old Dominion Freight Line Inc COM 679580100 8,648 78,541 SH   SOLE   78,541 0 0
Oracle Corp COM 68389X105 7,558 156,317 SH   SOLE   156,317 0 0
O'Reilly Automotive Inc COM 67103H107 15,392 71,466 SH   SOLE   71,466 0 0
Otonomy Inc COM 68906L105 269 82,745 SH   SOLE   82,745 0 0
Oxford Immunotec Global PLC COM G6855A103 2,940 175,000 SH   SOLE   175,000 0 0
Packaging Corp of America COM 695156109 70 610 SH   SOLE   610 0 0
Palo Alto Networks Inc COM 697435105 4,052 28,117 SH   SOLE   28,117 0 0
Patrick Industries Inc COM 703343103 4,065 48,332 SH   SOLE   48,332 0 0
Pegasystems Inc COM 705573103 13,871 240,608 SH   SOLE   240,608 0 0
PG&E Corp COM 69331C108 159 2,333 SH   SOLE   2,333 0 0
Pinnacle West Capital Corp COM 723484101 68 809 SH   SOLE   809 0 0
Power Integrations Inc COM 739276103 2,562 35,000 SH   SOLE   35,000 0 0
PPG Industries Inc COM 693506107 187 1,722 SH   SOLE   1,722 0 0
PPL Corp COM 69351T106 117 3,080 SH   SOLE   3,080 0 0
Praxair Inc COM 74005P104 8,712 62,349 SH   SOLE   62,349 0 0
Prestige Brands Holdings Inc COM 74112D101 1,322 26,402 SH   SOLE   26,402 0 0
Prologis Inc REIT 74340W103 3,808 60,000 SH   SOLE   60,000 0 0
Proofpoint Inc COM 743424103 6,104 69,986 SH   SOLE   69,986 0 0
Prosperity Bancshares Inc COM 743606105 10,118 153,931 SH   SOLE   153,931 0 0
Proto Labs Inc COM 743713109 8,061 100,391 SH   SOLE   100,391 0 0
Public Service Enterprise Group Inc COM 744573106 179 3,878 SH   SOLE   3,878 0 0
Q2 Holdings Inc COM 74736L109 1,503 36,073 SH   SOLE   36,073 0 0
QAD Inc COM 74727D306 3,437 100,068 SH   SOLE   100,068 0 0
Qualys Inc COM 74758T303 2,361 45,576 SH   SOLE   45,576 0 0
Real Estate Select Sector SPDR Fund ETF 81369Y860 6,300 195,427 SH   SOLE   195,427 0 0
Ritchie Bros Auctioneers Inc COM 767744105 10,945 346,138 SH   SOLE   346,138 0 0
Ross Stores Inc COM 778296103 11,999 185,835 SH   SOLE   185,835 0 0
SCANA Corp COM 80589M102 48 1,004 SH   SOLE   1,004 0 0
Schlumberger Ltd COM 806857108 8,649 123,983 SH   SOLE   123,983 0 0
Sealed Air Corp COM 81211K100 101 2,362 SH   SOLE   2,362 0 0
Sempra Energy COM 816851109 224 1,962 SH   SOLE   1,962 0 0
Sherwin-Williams Co/The COM 824348106 342 956 SH   SOLE   956 0 0
Snap-on Inc COM 833034101 10,196 68,426 SH   SOLE   68,426 0 0
South Jersey Industries Inc COM 838518108 3,589 103,919 SH   SOLE   103,919 0 0
Southern Co/The COM 842587107 371 7,549 SH   SOLE   7,549 0 0
SPDR S&P Regional Banking ETF ETF 78464A698 6,287 110,768 SH   SOLE   110,768 0 0
Sportsman's Warehouse Holdings Inc COM 84920Y106 1,984 440,032 SH   SOLE   440,032 0 0
SPS Commerce Inc COM 78463M107 2,639 46,526 SH   SOLE   46,526 0 0
STAAR Surgical Co COM 852312305 3,653 293,438 SH   SOLE   293,438 0 0
Stantec Inc COM 85472N109 763 27,500 SH   SOLE   27,500 0 0
Stericycle Inc COM 858912108 14,885 207,835 SH   SOLE   207,835 0 0
Stryker Corp COM 863667101 18,664 131,414 SH   SOLE   131,414 0 0
Sun Communities Inc REIT 866674104 2,290 26,732 SH   SOLE   26,732 0 0
SVB Financial Group COM 78486Q101 4,232 22,618 SH   SOLE   22,618 0 0
Syndax Pharmaceuticals Inc COM 87164F105 1,721 147,072 SH   SOLE   147,072 0 0
Technology Select Sector SPDR Fund ETF 81369Y803 94,676 1,601,959 SH   SOLE   1,601,959 0 0
Teladoc Inc COM 87918A105 7,142 215,444 SH   SOLE   215,444 0 0
Texas Instruments Inc COM 882508104 5,176 57,748 SH   SOLE   57,748 0 0
Thermo Fisher Scientific Inc COM 883556102 8,756 46,278 SH   SOLE   46,278 0 0
TJX Cos Inc COM 872540109 9,585 129,996 SH   SOLE   129,996 0 0
Toro Co/The COM 891092108 182 2,928 SH   SOLE   2,928 0 0
Tractor Supply Co COM 892356106 5,381 85,024 SH   SOLE   85,024 0 0
Trex Co Inc COM 89531P105 4,210 46,738 SH   SOLE   46,738 0 0
Tyler Technologies Inc COM 902252105 6,345 36,399 SH   SOLE   36,399 0 0
UnitedHealth Group Inc COM 91324P102 18,802 96,000 SH   SOLE   96,000 0 0
US Physical Therapy Inc COM 90337L108 518 8,429 SH   SOLE   8,429 0 0
Veeva Systems Inc COM 922475108 3,807 67,482 SH   SOLE   67,482 0 0
Vertex Pharmaceuticals Inc COM 92532F100 6,800 44,726 SH   SOLE   44,726 0 0
Virtusa Corp COM 92827P102 2,616 69,234 SH   SOLE   69,234 0 0
Visa Inc COM 92826C839 30,918 293,784 SH   SOLE   293,784 0 0
VistaPrint NV COM N20146101 8,509 87,132 SH   SOLE   87,132 0 0
Vocera Communications Inc COM 92857F107 8,571 273,212 SH   SOLE   273,212 0 0
Vulcan Materials Co COM 929160109 172 1,439 SH   SOLE   1,439 0 0
Walt Disney Co/The COM 254687106 14,245 144,514 SH   SOLE   144,514 0 0
Westamerica Bancorporation COM 957090103 5,099 85,645 SH   SOLE   85,645 0 0
WestRock Co COM 96145D105 138 2,424 SH   SOLE   2,424 0 0
Winmark Corp COM 974250102 303 2,300 SH   SOLE   2,300 0 0
Wisconsin Energy Corp COM 92939U106 143 2,279 SH   SOLE   2,279 0 0
WNS Holdings Ltd ADR 92932M101 10,570 289,592 SH   SOLE   289,592 0 0
World Fuel Services Corp COM 981475106 11,023 325,056 SH   SOLE   325,056 0 0
Xcel Energy Inc COM 98389B100 123 2,609 SH   SOLE   2,609 0 0
Xilinx Inc COM 983919101 6,476 91,435 SH   SOLE   91,435 0 0
Zions Bancorporation COM 989701107 7,193 152,460 SH   SOLE   152,460 0 0