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
ABBOTT LABORATORIES CMN COM 002824100 412,000 6,757 SH   SOLE   6,757 0 0
ADOBE SYSTEMS INC CMN COM 00724F101 2,810,000 11,527 SH   SOLE   11,527 0 0
AETNA INC. CMN COM 00817Y108 315,000 1,717 SH   SOLE   1,717 0 0
AIR PRODUCTS & CHEMICALS INC CMN COM 009158106 241,000 1,550 SH   SOLE   1,550 0 0
AKAMAI TECHNOLOGIES, INC. CMN COM 00971T101 392,000 5,359 SH   SOLE   5,359 0 0
ALIGN TECHNOLOGY, INC CMN COM 016255101 2,542,000 7,429 SH   SOLE   7,429 0 0
ALLY FINANCIAL INC. CMN COM 02005N100 507,000 19,299 SH   SOLE   19,299 0 0
ALTRIA GROUP, INC. CMN COM 02209S103 235,000 4,137 SH   SOLE   4,137 0 0
AMAZON.COM INC CMN COM 023135106 4,824,000 2,838 SH   SOLE   2,838 0 0
AMERICAN AXLE & MFG HOLDINGS INC COM 024061103 250,000 16,083 SH   SOLE   16,083 0 0
AMERICAN ELECTRIC POWER INC CMN COM 025537101 310,000 4,482 SH   SOLE   4,482 0 0
AMERICAN EAGLE OUTFITTERS INC (NEW) COM 02553E106 346,000 14,880 SH   SOLE   14,880 0 0
AMERICAN EXPRESS CO. CMN COM 025816109 367,000 3,746 SH   SOLE   3,746 0 0
AMERICAN FINANCIAL GROUP INC CMN COM 025932104 469,000 4,374 SH   SOLE   4,374 0 0
AMETEK INC (NEW) CMN COM 031100100 1,008,000 13,967 SH   SOLE   13,967 0 0
ANALOG DEVICES, INC. CMN COM 032654105 421,000 4,387 SH   SOLE   4,387 0 0
ANSYS, INC. CMN COM 03662Q105 443,000 2,546 SH   SOLE   2,546 0 0
APARTMENT INVT & MGMT CO CL-A CMN CLASS A COM 03748R101 563,000 13,305 SH   SOLE   13,305 0 0
APPLIED MATERIALS INC CMN COM 038222105 246,000 5,324 SH   SOLE   5,324 0 0
ARCHER-DANIELS-MIDLAND COMPANY CMN COM 039483102 376,000 8,194 SH   SOLE   8,194 0 0
ARES CAPITAL CORPORATION MUTUAL FUND COM 04010L103 349,000 21,231 SH   SOLE   21,231 0 0
ARMSTRONG WORLD INDUSTRIES, INC CMN COM 04247X102 234,000 3,701 SH   SOLE   3,701 0 0
ATLAS AIR WORLDWIDE HOLDINGS CMN COM 049164205 990,000 13,803 SH   SOLE   13,803 0 0
ATMOS ENERGY CORPORATION CMN COM 049560105 319,000 3,539 SH   SOLE   3,539 0 0
AUTODESK, INC. CMN COM 052769106 2,683,000 20,467 SH   SOLE   20,467 0 0
AUTOMATIC DATA PROCESSING INC CMN COM 053015103 457,000 3,406 SH   SOLE   3,406 0 0
AUTOZONE, INC. CMN COM 053332102 323,000 482 SH   SOLE   482 0 0
AVNET INC. CMN COM 053807103 304,000 7,082 SH   SOLE   7,082 0 0
BGC PARTNERS, INC CMN CLASS A COM 05541T101 278,000 24,531 SH   SOLE   24,531 0 0
BANK OF THE OZARKS CMN COM 063904106 305,000 6,779 SH   SOLE   6,779 0 0
BERKSHIRE HATHAWAY INC. CLASS B COM 084670702 1,402,000 7,509 SH   SOLE   7,509 0 0
BIOGEN INC. CMN COM 09062X103 7,668,000 26,418 SH   SOLE   26,418 0 0
BLACKROCK, INC. CMN COM 09247X101 401,000 804 SH   SOLE   804 0 0
BORGWARNER INC. CMN COM 099724106 569,000 13,174 SH   SOLE   13,174 0 0
BOSTON SCIENTIFIC CORP. COMMON STOCK COM 101137107 3,538,000 108,204 SH   SOLE   108,204 0 0
BRIGHTHOUSE FINANCIAL, INC. CMN COM 10922N103 401,000 9,997 SH   SOLE   9,997 0 0
BRIXMOR PROPERTY GROUP CMN COM 11120U105 222,000 12,739 SH   SOLE   12,739 0 0
BROADRIDGE FINANCIAL SOLUTIONS IN CMN COM 11133T103 308,000 2,677 SH   SOLE   2,677 0 0
BROADCOM INC. CMN COM 11135F101 219,000 903 SH   SOLE   903 0 0
BROWN & BROWN, INC. CMN COM 115236101 229,000 8,267 SH   SOLE   8,267 0 0
CBS CORPORATION CMN CLASS B COM 124857202 512,000 9,102 SH   SOLE   9,102 0 0
CBOE GLOBAL MARKETS, INC. CMN COM 12503M108 567,000 5,449 SH   SOLE   5,449 0 0
CBRE GROUP, INC. CMN CLASS A COM 12504L109 3,550,000 74,355 SH   SOLE   74,355 0 0
CF INDUSTRIES HOLDINGS, INC. CMN COM 125269100 236,000 5,314 SH   SOLE   5,314 0 0
C.H. ROBINSON WORLDWIDE, INC. CMN COM 12541W209 283,000 3,385 SH   SOLE   3,385 0 0
CIGNA CORPORATION CMN COM 125509109 594,000 3,498 SH   SOLE   3,498 0 0
CME GROUP INC. CMN CLASS A COM 12572Q105 537,000 3,273 SH   SOLE   3,273 0 0
CABLE ONE INC. CMN COM 12685J105 244,000 333 SH   SOLE   333 0 0
CABOT CORP. CMN COM 127055101 234,000 3,796 SH   SOLE   3,796 0 0
CADENCE BANCORPORATION CMN COM 12739A100 260,000 9,000 SH   SOLE   9,000 0 0
CAPITAL ONE FINANCIAL CORP CMN COM 14040H105 456,000 4,961 SH   SOLE   4,961 0 0
CARMAX, INC. CMN COM 143130102 417,000 5,723 SH   SOLE   5,723 0 0
CATHAY GENERAL BANCORP CMN COM 149150104 270,000 6,673 SH   SOLE   6,673 0 0
CENTENE CORPORATION CMN COM 15135B101 1,013,000 8,219 SH   SOLE   8,219 0 0
CENTERPOINT ENERGY, INC CMN COM 15189T107 246,000 8,866 SH   SOLE   8,866 0 0
CHARLES RIV LABS INTL INC CMN COM 159864107 261,000 2,328 SH   SOLE   2,328 0 0
CINCINNATI FINANCIAL CRP CMN COM 172062101 420,000 6,279 SH   SOLE   6,279 0 0
CITIGROUP INC. CMN COM 172967424 965,000 14,422 SH   SOLE   14,422 0 0
CITIZENS FINANCIAL GROUP, INC. CMN COM 174610105 472,000 12,124 SH   SOLE   12,124 0 0
COHERENT INC. CMN COM 192479103 1,707,000 10,911 SH   SOLE   10,911 0 0
COMERICA INCORPORATED CMN COM 200340107 953,000 10,477 SH   SOLE   10,477 0 0
CONDUENT INCORPORATED CMN COM 206787103 198,000 10,888 SH   SOLE   10,888 0 0
CONSTELLATION BRANDS INC CMN CLASS A COM 21036P108 620,000 2,831 SH   SOLE   2,831 0 0
CORNING INCORPORATED CMN COM 219350105 361,000 13,119 SH   SOLE   13,119 0 0
CULLEN FROST BANKERS INC CMN COM 229899109 208,000 1,920 SH   SOLE   1,920 0 0
CURTISS-WRIGHT CORP CMN COM 231561101 202,000 1,700 SH   SOLE   1,700 0 0
DANAHER CORPORATION CMN COM 235851102 312,000 3,162 SH   SOLE   3,162 0 0
DARDEN RESTAURANTS, INC. CMN COM 237194105 741,000 6,925 SH   SOLE   6,925 0 0
DAVE & BUSTER'S ENTERTAINMNT, INC. CMN COM 238337109 208,000 4,378 SH   SOLE   4,378 0 0
DELL TECHNOLOGIES INC CMN COM 24703L103 2,258,000 26,699 SH   SOLE   26,699 0 0
DISCOVER FINANCIAL SERVICES CMN COM 254709108 617,000 8,761 SH   SOLE   8,761 0 0
DOWDUPONT INC. CMN COM 26078J100 375,000 5,690 SH   SOLE   5,690 0 0
EOG RESOURCES INC CMN COM 26875P101 295,000 2,367 SH   SOLE   2,367 0 0
E TRADE FINANCIAL CORPORATION CMN COM 269246401 271,000 4,431 SH   SOLE   4,431 0 0
EAGLE MATERIALS INC. CMN COM 26969P108 364,000 3,472 SH   SOLE   3,472 0 0
EAST WEST BANCORP INC CMN COM 27579R104 264,000 4,056 SH   SOLE   4,056 0 0
EBAY INC. CMN COM 278642103 3,197,000 88,169 SH   SOLE   88,169 0 0
ECHOSTAR CORPORATION CMN COM 278768106 214,000 4,814 SH   SOLE   4,814 0 0
EMERSON ELECTRIC CO. CMN COM 291011104 433,000 6,264 SH   SOLE   6,264 0 0
ENTEGRIS, INC. CMN COM 29362U104 207,000 6,106 SH   SOLE   6,106 0 0
EQUITY RESIDENTIAL CMN COM 29476L107 860,000 13,505 SH   SOLE   13,505 0 0
ETSY, INC. CMN COM 29786A106 2,926,000 69,353 SH   SOLE   69,353 0 0
EVERGY INC CMN COM 30034W106 436,000 7,764 SH   SOLE   7,764 0 0
EVERSOURCE ENERGY CMN COM 30040W108 342,000 5,839 SH   SOLE   5,839 0 0
EXPEDIA GROUP INC CMN COM 30212P303 233,000 1,941 SH   SOLE   1,941 0 0
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. CMN COM 302130109 495,000 6,770 SH   SOLE   6,770 0 0
FCB FINANCIAL HOLDINGS INC CMN COM 30255G103 214,000 3,638 SH   SOLE   3,638 0 0
FTI CONSULTING, INC. CMN COM 302941109 1,187,000 19,630 SH   SOLE   19,630 0 0
FACEBOOK, INC. CMN CLASS A COM 30303M102 3,013,000 15,503 SH   SOLE   15,503 0 0
FEDERAL RLTY INVT TR SBI CMN COM 313747206 206,000 1,626 SH   SOLE   1,626 0 0
FIRST HORIZON NATIONAL CORPORATION CMN COM 320517105 180,000 10,117 SH   SOLE   10,117 0 0
FIRST HAWAIIAN INC. CMN COM 32051X108 413,000 14,248 SH   SOLE   14,248 0 0
FISERV, INC. CMN COM 337738108 1,800,000 24,292 SH   SOLE   24,292 0 0
FLEETCOR TECHNOLOGIES, INC. CMN COM 339041105 1,787,000 8,484 SH   SOLE   8,484 0 0
GGP INC CMN COM 36174X101 368,000 18,016 SH   SOLE   18,016 0 0
ARTHUR J GALLAGHER & CO CMN COM 363576109 529,000 8,096 SH   SOLE   8,096 0 0
GAMING AND LEISURE PROP, INC. CMN COM 36467J108 323,000 9,009 SH   SOLE   9,009 0 0
GARDNER DENVER HOLDINGS, INC. CMN COM 36555P107 1,533,000 52,150 SH   SOLE   52,150 0 0
GENERAL ELECTRIC CO CMN COM 369604103 155,000 11,359 SH   SOLE   11,359 0 0
W.R. GRACE & CO (NEW) CMN COM 38388F108 313,000 4,270 SH   SOLE   4,270 0 0
GROUPON INC CMN COM 399473107 61,000 14,104 SH   SOLE   14,104 0 0
HCA HEALTHCARE, INC CMN COM 40412C101 211,000 2,055 SH   SOLE   2,055 0 0
HALLIBURTON COMPANY CMN COM 406216101 263,000 5,833 SH   SOLE   5,833 0 0
HALYARD HEALTH, INC. CMN COM 40650V100 237,000 4,148 SH   SOLE   4,148 0 0
HARLEY-DAVIDSON INC CMN COM 412822108 221,000 5,242 SH   SOLE   5,242 0 0
HAWAIIAN ELEC INDS INC CMN COM 419870100 238,000 6,933 SH   SOLE   6,933 0 0
THE HERSHEY COMPANY CMN COM 427866108 329,000 3,531 SH   SOLE   3,531 0 0
HIGHWOODS PROPERTIES INC CMN COM 431284108 563,000 11,098 SH   SOLE   11,098 0 0
HILTON WORLDWIDE HOLDINGS INC. CMN COM 43300A203 263,000 3,320 SH   SOLE   3,320 0 0
HOLLYFRONTIER CORP CMN COM 436106108 433,000 6,325 SH   SOLE   6,325 0 0
HOME BANCSHARES, INC. CMN COM 436893200 206,000 9,137 SH   SOLE   9,137 0 0
HONEYWELL INTL INC CMN COM 438516106 1,753,000 12,167 SH   SOLE   12,167 0 0
IPG PHOTONICS CORPORATION CMN COM 44980X109 1,787,000 8,101 SH   SOLE   8,101 0 0
INGEVITY CORPORATION CMN COM 45688C107 746,000 9,230 SH   SOLE   9,230 0 0
INTERCONTINENTAL EXCHANGE INC CMN COM 45866F104 1,171,000 15,921 SH   SOLE   15,921 0 0
INTL BUSINESS MACHINES CORP CMN COM 459200101 803,000 5,750 SH   SOLE   5,750 0 0
INTERNATIONAL PAPER CO. CMN COM 460146103 551,000 10,573 SH   SOLE   10,573 0 0
INTUITIVE SURGICAL, INC. CMN COM 46120E602 240,000 501 SH   SOLE   501 0 0
IQVIA HOLDINGS INC CMN COM 46266C105 316,000 3,165 SH   SOLE   3,165 0 0
JOHNSON & JOHNSON CMN COM 478160104 769,000 6,340 SH   SOLE   6,340 0 0
KB HOME CMN COM 48666K109 247,000 9,057 SH   SOLE   9,057 0 0
KEYCORP CMN COM 493267108 566,000 28,945 SH   SOLE   28,945 0 0
KINDER MORGAN INC CMN CLASS P COM 49456B101 671,000 37,996 SH   SOLE   37,996 0 0
KORN/FERRY INTERNATIONAL CMN COM 500643200 353,000 5,700 SH   SOLE   5,700 0 0
LKQ CORPORATION CMN COM 501889208 207,000 6,479 SH   SOLE   6,479 0 0
LAM RESEARCH CORPORATION CMN COM 512807108 208,000 1,202 SH   SOLE   1,202 0 0
LAMB WESTON HOLDINGS, INC. CMN COM 513272104 223,000 3,250 SH   SOLE   3,250 0 0
LEGGETT & PLATT, INCORPORATED CMN COM 524660107 213,000 4,763 SH   SOLE   4,763 0 0
LENNAR CORPORATION CMN CLASS A COM 526057104 257,000 4,893 SH   SOLE   4,893 0 0
LIBERTY PROPERTY TRUST SBI CMN COM 531172104 366,000 8,250 SH   SOLE   8,250 0 0
LOWES COMPANIES INC CMN COM 548661107 260,000 2,719 SH   SOLE   2,719 0 0
M&T BANK CORPORATION CMN COM 55261F104 834,000 4,901 SH   SOLE   4,901 0 0
MADRIGAL PHARMACEUTICALS INC CMN COM 558868105 280,000 1,000 SH   SOLE   1,000 0 0
MANPOWER GROUP CMN COM 56418H100 363,000 4,220 SH   SOLE   4,220 0 0
MARRIOTT INTERNATIONAL, INC CMN CLASS A COM 571903202 800,000 6,319 SH   SOLE   6,319 0 0
MASCO CORPORATION CMN COM 574599106 281,000 7,519 SH   SOLE   7,519 0 0
MASTERCARD INCORPORATED CMN CLASS A COM 57636Q104 314,000 1,596 SH   SOLE   1,596 0 0
MCKESSON CORPORATION CMN COM 58155Q103 347,000 2,598 SH   SOLE   2,598 0 0
MERCK & CO., INC. CMN COM 58933Y105 402,000 6,620 SH   SOLE   6,620 0 0
METTLER-TOLEDO INTL CMN COM 592688105 1,896,000 3,276 SH   SOLE   3,276 0 0
MICROSOFT CORPORATION CMN COM 594918104 673,000 6,823 SH   SOLE   6,823 0 0
MICRON TECHNOLOGY, INC. CMN COM 595112103 250,000 4,773 SH   SOLE   4,773 0 0
MONOLITHIC POWER SYSTEMS, INC. CMN COM 609839105 222,000 1,660 SH   SOLE   1,660 0 0
MOODY'S CORPORATION CMN COM 615369105 450,000 2,640 SH   SOLE   2,640 0 0
NEWFIELD EXPLORATION CO. CMN COM 651290108 201,000 6,632 SH   SOLE   6,632 0 0
NORFOLK SOUTHERN CORP CMN COM 655844108 791,000 5,242 SH   SOLE   5,242 0 0
NORTHERN TRUST CORP CMN COM 665859104 673,000 6,545 SH   SOLE   6,545 0 0
NORTHROP GRUMMAN CORP CMN COM 666807102 1,126,000 3,661 SH   SOLE   3,661 0 0
NORTHWESTERN CORPORATION CMN COM 668074305 350,000 6,120 SH   SOLE   6,120 0 0
NU SKIN ENTERPRISES, INC. CMN CLASS A COM 67018T105 320,000 4,089 SH   SOLE   4,089 0 0
NUCOR CORPORATION CMN COM 670346105 916,000 14,663 SH   SOLE   14,663 0 0
OCCIDENTAL PETROLEUM CORP CMN COM 674599105 980,000 11,708 SH   SOLE   11,708 0 0
OFFICE DEPOT INC CMN COM 676220106 28,000 11,053 SH   SOLE   11,053 0 0
OLLIE'S BARGAIN OUTLET HLDG INC CMN COM 681116109 261,000 3,605 SH   SOLE   3,605 0 0
ON SEMICONDUCTOR CORPORATION CMN COM 682189105 1,624,000 73,047 SH   SOLE   73,047 0 0
PPL CORPORATION CMN COM 69351T106 492,000 17,228 SH   SOLE   17,228 0 0
PACKAGING CORP OF AMERICA COMMON STOCK COM 695156109 572,000 5,114 SH   SOLE   5,114 0 0
PACWEST BANCORP CMN COM 695263103 341,000 6,910 SH   SOLE   6,910 0 0
PARAMOUNT GROUP, INC. CMN COM 69924R108 188,000 12,240 SH   SOLE   12,240 0 0
PAYCHEX, INC. CMN COM 704326107 943,000 13,792 SH   SOLE   13,792 0 0
PAYPAL HOLDINGS, INC. CMN COM 70450Y103 1,916,000 23,008 SH   SOLE   23,008 0 0
PEABODY ENERGY CORPORATION CMN COM 704551100 328,000 7,220 SH   SOLE   7,220 0 0
PEOPLE'S UNITED FINANCIAL, INC. CMN COM 712704105 644,000 35,606 SH   SOLE   35,606 0 0
PHILIP MORRIS INTL INC CMN COM 718172109 620,000 7,673 SH   SOLE   7,673 0 0
PHILLIPS 66 CMN COM 718546104 605,000 5,385 SH   SOLE   5,385 0 0
PINNACLE FINL PARTNERS INC CMN COM 72346Q104 351,000 5,717 SH   SOLE   5,717 0 0
PINNACLE WEST CAPITAL CORP CMN COM 723484101 611,000 7,587 SH   SOLE   7,587 0 0
PINNACLE FOODS INC CMN COM 72348P104 201,000 3,092 SH   SOLE   3,092 0 0
PIVOTAL SOFTWARE INC CMN CLASS A COM 72582H107 373,000 15,383 SH   SOLE   15,383 0 0
PORTLAND GENERAL ELECTRIC CO CMN COM 736508847 285,000 6,661 SH   SOLE   6,661 0 0
PREMIER, INC. CMN CLASS A COM 74051N102 267,000 7,332 SH   SOLE   7,332 0 0
T. ROWE PRICE GROUP, INC. CMN COM 74144T108 590,000 5,080 SH   SOLE   5,080 0 0
PRINCIPAL FINANCIAL GROUP, INC. CMN COM 74251V102 323,000 6,099 SH   SOLE   6,099 0 0
THE PROGRESSIVE CORPORATION CMN COM 743315103 1,106,000 18,704 SH   SOLE   18,704 0 0
PRUDENTIAL FINANCIAL INC CMN COM 744320102 510,000 5,452 SH   SOLE   5,452 0 0
QEP RESOURCES INC CMN COM 74733V100 1,786,000 145,641 SH   SOLE   145,641 0 0
QUALCOMM INC CMN COM 747525103 208,000 3,706 SH   SOLE   3,706 0 0
QUANTA SERVICES INC CMN COM 74762E102 1,639,000 49,082 SH   SOLE   49,082 0 0
QUEST DIAGNOSTICS INCORPORATED CMN COM 74834L100 207,000 1,882 SH   SOLE   1,882 0 0
QURATE RETAIL INC CMN SERIES A COM 74915M100 788,000 37,142 SH   SOLE   37,142 0 0
REALPAGE, INC. CMN COM 75606N109 225,000 4,087 SH   SOLE   4,087 0 0
RED HAT, INC. CMN COM 756577102 628,000 4,672 SH   SOLE   4,672 0 0
REGENCY CENTERS CORPORATION CMN COM 758849103 990,000 15,947 SH   SOLE   15,947 0 0
REGIONS FINANCIAL CORPORATION CMN COM 7591EP100 667,000 37,541 SH   SOLE   37,541 0 0
RESMED INC. CMN COM 761152107 318,000 3,070 SH   SOLE   3,070 0 0
REXFORD INDL RLTY INC CMN COM 76169C100 285,000 9,077 SH   SOLE   9,077 0 0
ROBERT HALF INTERNATIONAL INC. CMN COM 770323103 314,000 4,831 SH   SOLE   4,831 0 0
ROCKWELL AUTOMATION INC CMN COM 773903109 211,000 1,270 SH   SOLE   1,270 0 0
ROCKWELL COLLINS, INC. CMN COM 774341101 344,000 2,552 SH   SOLE   2,552 0 0
ROLLINS INC. CMN COM 775711104 222,000 4,227 SH   SOLE   4,227 0 0
SEI INVESTMENTS COMPANY CMN COM 784117103 262,000 4,189 SH   SOLE   4,189 0 0
SVB FINANCIAL GROUP CMN COM 78486Q101 483,000 1,671 SH   SOLE   1,671 0 0
SALESFORCE.COM, INC CMN COM 79466L302 2,122,000 15,558 SH   SOLE   15,558 0 0
CHARLES SCHWAB CORPORATION CMN COM 808513105 294,000 5,744 SH   SOLE   5,744 0 0
SEALED AIR CORPORATION CMN COM 81211K100 204,000 4,804 SH   SOLE   4,804 0 0
SEMPRA ENERGY CMN COM 816851109 643,000 5,538 SH   SOLE   5,538 0 0
SKECHERS USA INC CL-A CMN CLASS A COM 830566105 1,608,000 53,594 SH   SOLE   53,594 0 0
SPRINT CORPORATION CMN COM 85207U105 94,000 17,285 SH   SOLE   17,285 0 0
STANLEY BLACK & DECKER, INC. CMN COM 854502101 409,000 3,083 SH   SOLE   3,083 0 0
STARWOOD PROPERTY TRUST, INC. CMN COM 85571B105 229,000 10,536 SH   SOLE   10,536 0 0
SUPERIOR ENERGY SERVICES INC CMN COM 868157108 112,000 11,489 SH   SOLE   11,489 0 0
SYNOPSYS INC. CMN COM 871607107 1,758,000 20,542 SH   SOLE   20,542 0 0
SYNCHRONY FINANCIAL CMN COM 87165B103 233,000 6,984 SH   SOLE   6,984 0 0
T-MOBILE US, INC. CMN COM 872590104 2,336,000 39,091 SH   SOLE   39,091 0 0
TABLEAU SOFTWARE, INC. CMN CLASS A COM 87336U105 1,851,000 18,931 SH   SOLE   18,931 0 0
TAPESTRY, INC. CMN COM 876030107 234,000 5,001 SH   SOLE   5,001 0 0
TELLURIAN, INC. CMN COM 87968A104 94,000 11,340 SH   SOLE   11,340 0 0
TEXAS INSTRUMENTS INC. CMN COM 882508104 293,000 2,658 SH   SOLE   2,658 0 0
THERAPEUTICSMD INC CMN COM 88338N107 70,000 11,193 SH   SOLE   11,193 0 0
TIFFANY & CO CMN COM 886547108 273,000 2,072 SH   SOLE   2,072 0 0
TRANSUNION CMN COM 89400J107 238,000 3,322 SH   SOLE   3,322 0 0
TRIBUNE MEDIA CO - A CMN CLASS A COM 896047503 339,000 8,865 SH   SOLE   8,865 0 0
TYSON FOODS INC CL-A CMN CLASS A COM 902494103 400,000 5,815 SH   SOLE   5,815 0 0
UDR INC CMN COM 902653104 637,000 16,978 SH   SOLE   16,978 0 0
UNION PACIFIC CORP. CMN COM 907818108 698,000 4,930 SH   SOLE   4,930 0 0
UNITED CONTINENTAL HOLDING INC CMN COM 910047109 449,000 6,443 SH   SOLE   6,443 0 0
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK COM 911312106 448,000 4,217 SH   SOLE   4,217 0 0
US FOODS HOLDING CORP. CMN COM 912008109 2,331,000 61,634 SH   SOLE   61,634 0 0
UNITED TECHNOLOGIES CORPORATION CMN COM 913017109 595,000 4,761 SH   SOLE   4,761 0 0
URBAN OUTFITTERS INC CMN COM 917047102 312,000 7,009 SH   SOLE   7,009 0 0
VF CORP CMN COM 918204108 462,000 5,672 SH   SOLE   5,672 0 0
VEEVA SYSTEMS INC CMN COM 922475108 360,000 4,689 SH   SOLE   4,689 0 0
VISA INC. CMN CLASS A COM 92826C839 906,000 6,841 SH   SOLE   6,841 0 0
VORNADO REALTY TRUST CMN COM 929042109 756,000 10,228 SH   SOLE   10,228 0 0
WASTE MANAGEMENT INC CMN COM 94106L109 449,000 5,521 SH   SOLE   5,521 0 0
WELLCARE HEALTH PLANS INC CMN COM 94946T106 2,802,000 11,381 SH   SOLE   11,381 0 0
WESTROCK COMPANY CMN COM 96145D105 399,000 7,006 SH   SOLE   7,006 0 0
WOLVERINE WORLD WIDE CMN COM 978097103 280,000 8,044 SH   SOLE   8,044 0 0
WORLDPAY INC CMN COM 981558109 1,367,000 16,710 SH   SOLE   16,710 0 0
YUM BRANDS, INC. CMN COM 988498101 737,000 9,420 SH   SOLE   9,420 0 0
ZEBRA TECHNOLOGIES INC CMN CLASS A COM 989207105 202,000 1,409 SH   SOLE   1,409 0 0
ZOETIS INC. CMN CLASS A COM 98978V103 372,000 4,366 SH   SOLE   4,366 0 0
ZYNGA INC. CMN CLASS A COM 98986T108 80,000 19,544 SH   SOLE   19,544 0 0
ARCH CAPITAL GROUP LTD. CMN COM G0450A105 840,000 31,734 SH   SOLE   31,734 0 0
ACCENTURE PLC CMN CLASS A COM G1151C101 966,000 5,904 SH   SOLE   5,904 0 0
DELPHI TECHNOLOGIES PLC CMN COM G2709G107 205,000 4,516 SH   SOLE   4,516 0 0
EATON CORP PLC CMN COM G29183103 437,000 5,847 SH   SOLE   5,847 0 0
EVEREST RE GROUP LTD CMN COM G3223R108 231,000 1,003 SH   SOLE   1,003 0 0
INGERSOLL-RAND PLC CMN COM G47791101 664,000 7,403 SH   SOLE   7,403 0 0
WEATHERFORD INTERNATIONAL PLC CMN COM G48833100 52,000 15,833 SH   SOLE   15,833 0 0
MARVELL TECHNOLOGY GROUP LTD. CMN COM G5876H105 287,000 13,382 SH   SOLE   13,382 0 0
NABORS INDUSTRIES LTD. CMN COM G6359F103 133,000 20,718 SH   SOLE   20,718 0 0
NORWEGIAN CRUISE LINE HLDG LTD CMN COM G66721104 1,825,000 38,633 SH   SOLE   38,633 0 0
PENTAIR PLC. CMN COM G7S00T104 216,000 5,134 SH   SOLE   5,134 0 0
SENSATA TECHNOLOGIES HOLDING PLC CMN COM G8060N102 309,000 6,501 SH   SOLE   6,501 0 0
GARMIN LTD. CMN COM H2906T109 208,000 3,412 SH   SOLE   3,412 0 0
TE CONNECTIVITY LTD CMN COM H84989104 232,000 2,575 SH   SOLE   2,575 0 0
GLOBANT S.A. CMN COM L44385109 227,000 4,000 SH   SOLE   4,000 0 0
ROYAL CARIBBEAN CRUISES LTD ISIN: LR0008862868 COM V7780T103 236,000 2,282 SH   SOLE   2,282 0 0