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
3M CO COM 88579Y101 28,410 159,100 SH   SOLE   159,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20,474 174,800 SH   SOLE   174,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 19,846 549,600 SH   SOLE   549,600 0 0
ADOBE SYS INC COM 00724F101 19,931 193,600 SH   SOLE   193,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,808 316,682 SH   SOLE   316,682 0 0
ALLEGIANT TRAVEL CO COM 01748X102 27,672 166,300 SH   SOLE   166,300 0 0
ALPHABET INC CAP STK CL A 02079K305 20,366 25,700 SH   SOLE   25,700 0 0
AMAZON COM INC COM 023135106 19,497 26,000 SH   SOLE   26,000 0 0
AMDOCS LTD SHS G02602103 26,745 459,150 SH   SOLE   459,150 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 18,034 1,188,800 SH   SOLE   1,188,800 0 0
AMPHENOL CORP NEW CL A 032095101 26,551 395,100 SH   SOLE   395,100 0 0
APACHE CORP COM 037411105 20,767 327,200 SH   SOLE   327,200 0 0
APPLIED MATLS INC COM 038222105 23,651 732,900 SH   SOLE   732,900 0 0
AVERY DENNISON CORP COM 053611109 28,313 403,200 SH   SOLE   403,200 0 0
BALL CORP COM 058498106 26,019 346,600 SH   SOLE   346,600 0 0
BAXTER INTL INC COM 071813109 19,749 445,400 SH   SOLE   445,400 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 29,170 416,600 SH   SOLE   416,600 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 20,588 352,300 SH   SOLE   352,300 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 29,984 452,243 SH   SOLE   452,243 0 0
CINEMARK HOLDINGS INC COM 17243V102 25,087 654,000 SH   SOLE   654,000 0 0
CINTAS CORP COM 172908105 31,002 268,272 SH   SOLE   268,272 0 0
CLOROX CO DEL COM 189054109 20,955 174,600 SH   SOLE   174,600 0 0
COACH INC COM 189754104 18,697 533,900 SH   SOLE   533,900 0 0
COGNEX CORP COM 192422103 30,449 478,600 SH   SOLE   478,600 0 0
COMCAST CORP NEW CL A 20030N101 23,616 342,009 SH   SOLE   342,009 0 0
COMMVAULT SYSTEMS INC COM 204166102 26,677 519,000 SH   SOLE   519,000 0 0
CONSOL ENERGY INC COM 20854P109 19,240 1,055,400 SH   SOLE   1,055,400 0 0
COSTCO WHSL CORP NEW COM 22160K105 28,500 178,002 SH   SOLE   178,002 0 0
BARD C R INC COM 067383109 30,711 136,700 SH   SOLE   136,700 0 0
DANAHER CORP DEL COM 235851102 20,075 257,900 SH   SOLE   257,900 0 0
DELUXE CORP COM 248019101 29,847 416,800 SH   SOLE   416,800 0 0
DEVON ENERGY CORP NEW COM 25179M103 21,004 459,900 SH   SOLE   459,900 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 26,053 950,500 SH   SOLE   950,500 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 30,946 341,300 SH   SOLE   341,300 0 0
ELECTRONIC ARTS INC COM 285512109 28,705 364,467 SH   SOLE   364,467 0 0
ENERGEN CORP COM 29265N108 27,140 470,600 SH   SOLE   470,600 0 0
EQUIFAX INC COM 294429105 28,446 240,600 SH   SOLE   240,600 0 0
F5 NETWORKS INC COM 315616102 27,048 186,900 SH   SOLE   186,900 0 0
FACEBOOK INC CL A 30303M102 21,330 185,400 SH   SOLE   185,400 0 0
FACTSET RESH SYS INC COM 303075105 27,832 170,300 SH   SOLE   170,300 0 0
FMC TECHNOLOGIES INC COM 30249U101 27,031 760,800 SH   SOLE   760,800 0 0
GENERAL DYNAMICS CORP COM 369550108 26,686 154,556 SH   SOLE   154,556 0 0
GRAND CANYON ED INC COM 38526M106 27,092 463,500 SH   SOLE   463,500 0 0
HASBRO INC COM 418056107 24,761 318,300 SH   SOLE   318,300 0 0
HEICO CORP NEW COM 422806109 29,718 385,200 SH   SOLE   385,200 0 0
SCHEIN HENRY INC COM 806407102 29,575 194,944 SH   SOLE   194,944 0 0
HOLOGIC INC COM 436440101 28,220 703,400 SH   SOLE   703,400 0 0
HOME DEPOT INC COM 437076102 24,594 183,427 SH   SOLE   183,427 0 0
HORMEL FOODS CORP COM 440452100 28,085 806,800 SH   SOLE   806,800 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 27,886 151,400 SH   SOLE   151,400 0 0
IDEXX LABS INC COM 45168D104 28,028 239,000 SH   SOLE   239,000 0 0
INTL PAPER CO COM 460146103 22,630 426,500 SH   SOLE   426,500 0 0
INTUIT COM 461202103 21,696 189,300 SH   SOLE   189,300 0 0
HENRY JACK & ASSOC INC COM 426281101 29,138 328,200 SH   SOLE   328,200 0 0
JOHNSON & JOHNSON COM 478160104 20,899 181,400 SH   SOLE   181,400 0 0
KAR AUCTION SVCS INC COM 48238T109 27,196 638,100 SH   SOLE   638,100 0 0
KENNAMETAL INC COM 489170100 24,258 776,000 SH   SOLE   776,000 0 0
LEGGETT & PLATT INC COM 524660107 27,358 559,700 SH   SOLE   559,700 0 0
LENNOX INTL INC COM 526107107 30,220 197,300 SH   SOLE   197,300 0 0
LOWES COS INC COM 548661107 21,222 298,400 SH   SOLE   298,400 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 21,012 50,200 SH   SOLE   50,200 0 0
MICROSOFT CORP COM 594918104 21,923 352,800 SH   SOLE   352,800 0 0
MONOLITHIC PWR SYS INC COM 609839105 29,749 363,100 SH   SOLE   363,100 0 0
MRC GLOBAL INC COM 55345K103 27,882 1,376,200 SH   SOLE   1,376,200 0 0
MSC INDL DIRECT INC CL A 553530106 28,816 311,900 SH   SOLE   311,900 0 0
NABORS INDUSTRIES LTD SHS G6359F103 32,493 1,981,300 SH   SOLE   1,981,300 0 0
NAVISTAR INTL CORP NEW COM 63934E108 29,312 934,400 SH   SOLE   934,400 0 0
NETAPP INC COM 64110D104 26,689 756,700 SH   SOLE   756,700 0 0
NETEASE INC SPONSORED ADR 64110W102 27,520 127,800 SH   SOLE   127,800 0 0
NORDSON CORP COM 655663102 27,374 244,300 SH   SOLE   244,300 0 0
NORDSTROM INC COM 655664100 16,521 344,700 SH   SOLE   344,700 0 0
NUCOR CORP COM 670346105 26,361 442,900 SH   SOLE   442,900 0 0
NVIDIA CORP COM 67066G104 33,378 312,700 SH   SOLE   312,700 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 23,303 83,700 SH   SOLE   83,700 0 0
PARKER HANNIFIN CORP COM 701094104 20,314 145,100 SH   SOLE   145,100 0 0
PAYCHEX INC COM 704326107 29,204 479,700 SH   SOLE   479,700 0 0
QUALCOMM INC COM 747525103 20,336 311,900 SH   SOLE   311,900 0 0
QUANTA SVCS INC COM 74762E102 27,587 791,600 SH   SOLE   791,600 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 26,914 353,900 SH   SOLE   353,900 0 0
RED HAT INC COM 756577102 24,785 355,600 SH   SOLE   355,600 0 0
REPUBLIC SVCS INC COM 760759100 27,464 481,400 SH   SOLE   481,400 0 0
ROSS STORES INC COM 778296103 21,018 320,400 SH   SOLE   320,400 0 0
RPM INTL INC COM 749685103 27,739 515,300 SH   SOLE   515,300 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 19,932 522,200 SH   SOLE   522,200 0 0
SHERWIN WILLIAMS CO COM 824348106 21,042 78,300 SH   SOLE   78,300 0 0
SMITH A O COM 831865209 29,106 614,700 SH   SOLE   614,700 0 0
SOUTHWESTERN ENERGY CO COM 845467109 26,670 2,464,900 SH   SOLE   2,464,900 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 25,432 207,900 SH   SOLE   207,900 0 0
STARBUCKS CORP COM 855244109 21,081 379,700 SH   SOLE   379,700 0 0
SYNOPSYS INC COM 871607107 29,365 498,900 SH   SOLE   498,900 0 0
SYSCO CORP COM 871829107 20,526 370,700 SH   SOLE   370,700 0 0
TELEFLEX INC COM 879369106 29,909 185,600 SH   SOLE   185,600 0 0
TEXAS INSTRS INC COM 882508104 30,363 416,100 SH   SOLE   416,100 0 0
TEXAS ROADHOUSE INC COM 882681109 27,106 561,900 SH   SOLE   561,900 0 0
TIMKEN CO COM 887389104 27,230 685,900 SH   SOLE   685,900 0 0
TJX COS INC NEW COM 872540109 27,211 362,185 SH   SOLE   362,185 0 0
TORO CO COM 891092108 30,538 545,800 SH   SOLE   545,800 0 0
TRACTOR SUPPLY CO COM 892356106 20,833 274,800 SH   SOLE   274,800 0 0
TRINITY INDS INC COM 896522109 27,763 1,000,100 SH   SOLE   1,000,100 0 0
UNION PAC CORP COM 907818108 21,773 210,000 SH   SOLE   210,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 21,690 189,203 SH   SOLE   189,203 0 0
UNITEDHEALTH GROUP INC COM 91324P102 30,589 191,135 SH   SOLE   191,135 0 0
VANTIV INC CL A 92210H105 24,212 406,100 SH   SOLE   406,100 0 0
VCA INC COM 918194101 30,673 446,800 SH   SOLE   446,800 0 0
VISA INC COM CL A 92826C839 20,262 259,700 SH   SOLE   259,700 0 0
VMWARE INC CL A COM 928563402 20,021 254,300 SH   SOLE   254,300 0 0
WATERS CORP COM 941848103 24,150 179,700 SH   SOLE   179,700 0 0
XILINX INC COM 983919101 29,545 489,400 SH   SOLE   489,400 0 0
YANDEX N V SHS CLASS A N97284108 31,817 1,580,600 SH   SOLE   1,580,600 0 0