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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 27,946 206,900 SH   SOLE   206,900 0 0
ACTIVISION BLIZZARD INC COM 00507V109 29,778 461,600 SH   SOLE   461,600 0 0
ADOBE SYS INC COM 00724F101 26,181 175,500 SH   SOLE   175,500 0 0
AETNA INC NEW COM 00817Y108 35,507 223,300 SH   SOLE   223,300 0 0
ALASKA AIR GROUP INC COM 011659109 33,124 434,300 SH   SOLE   434,300 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 32,994 191,035 SH   SOLE   191,035 0 0
AMAZON COM INC COM 023135106 25,572 26,600 SH   SOLE   26,600 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 33,574 414,953 SH   SOLE   414,953 0 0
AMPHENOL CORP NEW CL A 032095101 36,209 427,800 SH   SOLE   427,800 0 0
ANALOG DEVICES INC COM 032654105 30,065 348,900 SH   SOLE   348,900 0 0
APPLIED MATLS INC COM 038222105 33,515 643,400 SH   SOLE   643,400 0 0
ARISTA NETWORKS INC COM 040413106 40,501 213,600 SH   SOLE   213,600 0 0
BAXTER INTL INC COM 071813109 26,819 427,400 SH   SOLE   427,400 0 0
BECTON DICKINSON & CO COM 075887109 34,330 175,200 SH   SOLE   175,200 0 0
BOEING CO COM 097023105 23,769 93,500 SH   SOLE   93,500 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 29,473 462,400 SH   SOLE   462,400 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 39,783 492,243 SH   SOLE   492,243 0 0
BURLINGTON STORES INC COM 122017106 42,069 440,700 SH   SOLE   440,700 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 24,776 383,700 SH   SOLE   383,700 0 0
CELANESE CORP DEL COM SER A 150870103 40,259 386,100 SH   SOLE   386,100 0 0
CELGENE CORP COM 151020104 28,420 194,900 SH   SOLE   194,900 0 0
CENTENE CORP DEL COM 15135B101 42,869 443,000 SH   SOLE   443,000 0 0
CERNER CORP COM 156782104 29,797 417,800 SH   SOLE   417,800 0 0
CHEMOURS CO COM 163851108 40,351 797,300 SH   SOLE   797,300 0 0
CHURCH & DWIGHT INC COM 171340102 32,434 669,440 SH   SOLE   669,440 0 0
CINEMARK HOLDINGS INC COM 17243V102 34,457 951,600 SH   SOLE   951,600 0 0
CINTAS CORP COM 172908105 41,678 288,872 SH   SOLE   288,872 0 0
COMCAST CORP NEW CL A 20030N101 28,799 748,418 SH   SOLE   748,418 0 0
COMMVAULT SYSTEMS INC COM 204166102 35,215 579,200 SH   SOLE   579,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 26,927 163,902 SH   SOLE   163,902 0 0
DANAHER CORP DEL COM 235851102 26,883 313,400 SH   SOLE   313,400 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 34,273 387,400 SH   SOLE   387,400 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 33,755 308,800 SH   SOLE   308,800 0 0
ELECTRONIC ARTS INC COM 285512109 37,468 317,367 SH   SOLE   317,367 0 0
FACEBOOK INC CL A 30303M102 28,347 165,900 SH   SOLE   165,900 0 0
FERRARI N V COM N3167Y103 37,501 339,440 SH   SOLE   339,440 0 0
FISERV INC COM 337738108 35,645 276,400 SH   SOLE   276,400 0 0
FREEPORT-MCMORAN INC CL B 35671D857 26,992 1,922,500 SH   SOLE   1,922,500 0 0
GENERAL DYNAMICS CORP COM 369550108 36,625 178,156 SH   SOLE   178,156 0 0
GRAND CANYON ED INC COM 38526M106 42,195 464,600 SH   SOLE   464,600 0 0
HEICO CORP NEW COM 422806109 39,465 439,423 SH   SOLE   439,423 0 0
HOME DEPOT INC COM 437076102 31,702 193,827 SH   SOLE   193,827 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 38,178 168,600 SH   SOLE   168,600 0 0
ILLINOIS TOOL WKS INC COM 452308109 28,260 191,000 SH   SOLE   191,000 0 0
INTUIT COM 461202103 26,708 187,900 SH   SOLE   187,900 0 0
IPG PHOTONICS CORP COM 44980X109 40,084 216,600 SH   SOLE   216,600 0 0
HENRY JACK & ASSOC INC COM 426281101 34,332 334,000 SH   SOLE   334,000 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 35,593 327,500 SH   SOLE   327,500 0 0
KLA-TENCOR CORP COM 482480100 37,672 355,400 SH   SOLE   355,400 0 0
LAM RESEARCH CORP COM 512807108 33,215 179,500 SH   SOLE   179,500 0 0
LEGGETT & PLATT INC COM 524660107 35,000 733,300 SH   SOLE   733,300 0 0
LENNOX INTL INC COM 526107107 40,179 224,500 SH   SOLE   224,500 0 0
LOWES COS INC COM 548661107 26,876 336,200 SH   SOLE   336,200 0 0
MASTERCARD INCORPORATED CL A 57636Q104 36,641 259,500 SH   SOLE   259,500 0 0
MERCADOLIBRE INC COM 58733R102 42,387 163,700 SH   SOLE   163,700 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 37,089 775,100 SH   SOLE   775,100 0 0
MICROSOFT CORP COM 594918104 26,369 354,000 SH   SOLE   354,000 0 0
MONOLITHIC PWR SYS INC COM 609839105 38,816 364,300 SH   SOLE   364,300 0 0
MRC GLOBAL INC COM 55345K103 37,268 2,130,800 SH   SOLE   2,130,800 0 0
MSC INDL DIRECT INC CL A 553530106 36,629 484,700 SH   SOLE   484,700 0 0
NASDAQ INC COM 631103108 35,504 457,700 SH   SOLE   457,700 0 0
NAVISTAR INTL CORP NEW COM 63934E108 45,991 1,043,600 SH   SOLE   1,043,600 0 0
NETEASE INC SPONSORED ADR 64110W102 38,912 147,500 SH   SOLE   147,500 0 0
NORDSON CORP COM 655663102 34,353 289,900 SH   SOLE   289,900 0 0
NORDSTROM INC COM 655664100 26,838 569,200 SH   SOLE   569,200 0 0
NVIDIA CORP COM 67066G104 31,517 176,300 SH   SOLE   176,300 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 35,673 758,200 SH   SOLE   758,200 0 0
ORACLE CORP COM 68389X105 25,509 527,600 SH   SOLE   527,600 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 27,546 127,900 SH   SOLE   127,900 0 0
PARKER HANNIFIN CORP COM 701094104 29,176 166,700 SH   SOLE   166,700 0 0
PAYPAL HLDGS INC COM 70450Y103 30,465 475,800 SH   SOLE   475,800 0 0
QUEST DIAGNOSTICS INC COM 74834L100 35,836 382,700 SH   SOLE   382,700 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 36,070 379,400 SH   SOLE   379,400 0 0
RALPH LAUREN CORP CL A 751212101 35,440 401,400 SH   SOLE   401,400 0 0
REGENERON PHARMACEUTICALS COM 75886F107 25,083 56,100 SH   SOLE   56,100 0 0
REPUBLIC SVCS INC COM 760759100 35,639 539,500 SH   SOLE   539,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 39,723 163,200 SH   SOLE   163,200 0 0
RPM INTL INC COM 749685103 35,558 692,600 SH   SOLE   692,600 0 0
SANMINA CORPORATION COM 801056102 38,153 1,027,000 SH   SOLE   1,027,000 0 0
SERVICENOW INC COM 81762P102 39,255 334,000 SH   SOLE   334,000 0 0
SHERWIN WILLIAMS CO COM 824348106 27,927 78,000 SH   SOLE   78,000 0 0
SOUTHWEST AIRLS CO COM 844741108 35,670 637,200 SH   SOLE   637,200 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 26,882 253,800 SH   SOLE   253,800 0 0
STRYKER CORP COM 863667101 34,568 243,400 SH   SOLE   243,400 0 0
SYNOPSYS INC COM 871607107 39,033 484,700 SH   SOLE   484,700 0 0
SYSCO CORP COM 871829107 26,608 493,200 SH   SOLE   493,200 0 0
TABLEAU SOFTWARE INC CL A 87336U105 34,289 457,860 SH   SOLE   457,860 0 0
TECHNIPFMC PLC COM G87110105 36,128 1,294,000 SH   SOLE   1,294,000 0 0
TELEFLEX INC COM 879369106 40,094 165,700 SH   SOLE   165,700 0 0
TERADYNE INC COM 880770102 38,092 1,021,500 SH   SOLE   1,021,500 0 0
TEXAS INSTRS INC COM 882508104 31,069 346,600 SH   SOLE   346,600 0 0
TEXAS ROADHOUSE INC COM 882681109 35,307 718,500 SH   SOLE   718,500 0 0
TRINITY INDS INC COM 896522109 38,133 1,195,400 SH   SOLE   1,195,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 29,482 150,535 SH   SOLE   150,535 0 0
VANTIV INC CL A 92210H105 28,618 406,100 SH   SOLE   406,100 0 0
VISA INC COM CL A 92826C839 35,613 338,400 SH   SOLE   338,400 0 0
VMWARE INC CL A COM 928563402 30,202 276,600 SH   SOLE   276,600 0 0
WASTE MGMT INC DEL COM 94106L109 35,425 452,600 SH   SOLE   452,600 0 0
ZOETIS INC CL A 98978V103 27,200 426,600 SH   SOLE   426,600 0 0