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
ABBVIE INC COM 00287Y109 19,290 208,202 SH   SOLE   208,202 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7,361 39,674 SH   SOLE   39,674 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 198 10,798 SH   SOLE   10,798 0 0
ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 01881G106 257 9,012 SH   SOLE   9,012 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 112 2,767 SH   SOLE   2,767 0 0
ALPHABET INC CAP STK CL C 02079K107 46,428 41,615 SH   SOLE   41,615 0 0
ALTRIA GROUP INC COM 02209S103 23,894 420,739 SH   SOLE   420,739 0 0
AMGEN INC COM 031162100 60,865 329,730 SH   SOLE   329,730 0 0
ASPEN TECHNOLOGY INC COM 045327103 212 2,288 SH   SOLE   2,288 0 0
BAIDU INC SPON ADR REP A 056752108 47,869 196,991 SH   SOLE   196,991 0 0
BAXTER INTL INC COM 071813109 45,248 612,787 SH   SOLE   612,787 0 0
BIO TECHNE CORP COM 09073M104 257 1,736 SH   SOLE   1,736 0 0
BLACK KNIGHT INC COM 09215C105 117 2,177 SH   SOLE   2,177 0 0
CME GROUP INC COM CL A 12572Q105 44,017 268,529 SH   SOLE   268,529 0 0
CATERPILLAR INC DEL COM 149123101 27,490 202,623 SH   SOLE   202,623 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 52,740 667,684 SH   SOLE   667,684 0 0
DOLBY LABORATORIES INC COM 25659T107 207 3,354 SH   SOLE   3,354 0 0
EASTMAN CHEM CO COM 277432100 43,249 432,664 SH   SOLE   432,664 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 35,850 246,276 SH   SOLE   246,276 0 0
ELECTRONIC ARTS INC COM 285512109 57,941 410,870 SH   SOLE   410,870 0 0
EMERSON ELEC CO COM 291011104 35,538 514,007 SH   SOLE   514,007 0 0
FAIR ISAAC CORP COM 303250104 169 875 SH   SOLE   875 0 0
F5 NETWORKS INC COM 315616102 208 1,208 SH   SOLE   1,208 0 0
GENERAC HLDGS INC COM 368736104 277 5,364 SH   SOLE   5,364 0 0
GILEAD SCIENCES INC COM 375558103 37,457 528,753 SH   SOLE   528,753 0 0
HD SUPPLY HLDGS INC COM 40416M105 90 2,100 SH   SOLE   2,100 0 0
HENRY JACK & ASSOC INC COM 426281101 164 1,259 SH   SOLE   1,259 0 0
Hess Midstream Partners LP UNIT LTD PR INT 428104103 181 9,200 SH   SOLE   9,200 0 0
HOLLYFRONTIER CORP COM 436106108 251 3,675 SH   SOLE   3,675 0 0
ITT INC COM 45073V108 193 3,700 SH   SOLE   3,700 0 0
KLA-TENCOR CORP COM 482480100 30,329 295,810 SH   SOLE   295,810 0 0
KOHLS CORP COM 500255104 27,721 380,255 SH   SOLE   380,255 0 0
KRAFT HEINZ CO COM 500754106 20,238 322,159 SH   SOLE   322,159 0 0
LAS VEGAS SANDS CORP COM 517834107 39,566 518,148 SH   SOLE   518,148 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 32,032 1,051,600 SH   SOLE   1,051,600 0 0
MSCI INC COM 55354G100 39,097 236,333 SH   SOLE   236,333 0 0
MASTERCARD INCORPORATED CL A 57636Q104 46,367 235,939 SH   SOLE   235,939 0 0
MICROSOFT CORP COM 594918104 58,908 597,383 SH   SOLE   597,383 0 0
Morgan Stanley COM NEW 617446448 52,785 1,113,600 SH   SOLE   1,113,600 0 0
MOSAIC CO NEW COM 61945C103 40,854 1,456,459 SH   SOLE   1,456,459 0 0
NATIONAL OILWELL VARCO INC COM 637071101 29,216 673,181 SH   SOLE   673,181 0 0
NEWMONT MINING CORP COM 651639106 40,018 1,061,217 SH   SOLE   1,061,217 0 0
NORDSTROM INC COM 655664100 246 4,759 SH   SOLE   4,759 0 0
NVIDIA CORP COM 67066G104 7,298 30,805 SH   SOLE   30,805 0 0
OCEANEERING INTL INC COM 675232102 276 10,850 SH   SOLE   10,850 0 0
PAYPAL HLDGS INC COM 70450Y103 41,396 497,133 SH   SOLE   497,133 0 0
PHILIP MORRIS INTL INC COM 718172109 20,944 259,397 SH   SOLE   259,397 0 0
PIMCO DYNAMIC INCOME FD SHS 72201Y101 10,375 325,535 SH   SOLE   325,535 0 0
PIMCO DYNMIC CREDIT AND MRT COM SHS 72202D106 10,365 439,775 SH   SOLE   439,775 0 0
POST HLDGS INC COM 737446104 116 1,350 SH   SOLE   1,350 0 0
RED HAT INC COM 756577102 45,430 338,096 SH   SOLE   338,096 0 0
REXNORD CORP NEW COM 76169B102 257 8,855 SH   SOLE   8,855 0 0
ROCKWELL AUTOMATION INC COM 773903109 22,949 138,054 SH   SOLE   138,054 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 185 3,500 SH   SOLE   3,500 0 0
TALEND S A ADS 874224207 220 3,525 SH   SOLE   3,525 0 0
VALERO ENERGY CORP NEW COM 91913Y100 19,406 175,099 SH   SOLE   175,099 0 0
VALERO ENERGY PARTNERS LP COM UNT REP LP 91914J102 216 5,661 SH   SOLE   5,661 0 0
VARIAN MED SYS INC COM 92220P105 259 2,274 SH   SOLE   2,274 0 0
VEEVA SYS INC CL A COM 922475108 231 3,000 SH   SOLE   3,000 0 0
VIRTUSA CORP COM 92827P102 190 3,899 SH   SOLE   3,899 0 0
VMWARE INC CL A COM 928563402 36,552 248,705 SH   SOLE   248,705 0 0
VOYA FINL INC COM 929089100 218 4,646 SH   SOLE   4,646 0 0
WASTE MGMT INC DEL COM 94106L109 33,119 407,163 SH   SOLE   407,163 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 234 950 SH   SOLE   950 0 0
YY INC ADS REPCOM CLA 98426T106 37,405 372,301 SH   SOLE   372,301 0 0
ZIONS BANCORPORATION COM 989701107 232 4,397 SH   SOLE   4,397 0 0
CREDICORP LTD COM G2519Y108 27,973 124,257 SH   SOLE   124,257 0 0
ICON PLC SHS G4705A100 39,540 298,348 SH   SOLE   298,348 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 288 1,672 SH   SOLE   1,672 0 0
LAZARD LTD SHS A G54050102 233 4,754 SH   SOLE   4,754 0 0
FERRARI N V COM N3167Y103 47,137 349,136 SH   SOLE   349,136 0 0