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 12,695 66,627 SH   SOLE   0 66,627 0
ABBOTT LABORATORIES COM 002824100 17,521 242,245 SH   SOLE   0 242,245 0
ABBVIE INC COM 00487Y109 6,204 67,300 SH   SOLE   0 67,300 0
ABIOMED INC COM 003654100 57,104 175,685 SH   SOLE   0 175,685 0
ACCELERON PHARMA INC COM 00434H108 28,640 657,640 SH   SOLE   0 657,640 0
ACTIVISION BLIZZARD INC COM 00507V109 1,667 35,800 SH   SOLE   0 35,800 0
ACUITY BRANDS, INC. COM 00508Y102 10,958 95,325 SH   SOLE   0 95,325 0
ADOBE INC COM 00724F101 8,801 38,900 SH   SOLE   0 38,900 0
ADVANCED MICRO DEVICES COM 007903107 77,688 4,208,496 SH   SOLE   0 4,208,496 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 12,134 344,425 SH   SOLE   0 344,425 0
AEROJET ROCKETDYNE HOLDINGS COM 007800105 65,561 1,860,944 SH   SOLE   0 1,860,944 0
AFLAC INCORPORATED COM 001055102 12,650 277,659 SH   SOLE   0 277,659 0
AGNC INVESTMENT CORP COM 00123Q104 70,995 4,047,600 SH   SOLE   0 4,047,600 0
AIMMUNE THERAPEUTICS INC COM 00900T107 23,080 964,906 SH   SOLE   0 964,906 0
ALARM.COM HOLDINGS INC COM 011642105 33,635 648,459 SH   SOLE   0 648,459 0
ALASKA AIR GROUP, INC. COM 011659109 14,676 241,175 SH   SOLE   0 241,175 0
ALBANY INTERNATIONAL CORP. COM 012348108 4,274 68,455 SH   SOLE   0 68,455 0
ALBEMARLE CORP COM 012653101 35,350 458,668 SH   SOLE   0 458,668 0
ALIGN TECHNOLOGY INC COM 016255101 56,263 268,645 SH   SOLE   0 268,645 0
ALLEGION PLC COM G0176J109 25,888 324,772 SH   SOLE   0 324,772 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 12,692 633,949 SH   SOLE   0 633,949 0
ALPHABET INC CL C COM 02079K107 11,611 11,212 SH   SOLE   0 11,212 0
ALPHABET INC CL A COM 02079K305 11,718 11,214 SH   SOLE   0 11,214 0
ALTRIA GROUP INC COM 02209S103 15,112 305,992 SH   SOLE   0 305,992 0
AMAZON.COM INC COM 023135106 19,225 12,800 SH   SOLE   0 12,800 0
AMBARELLA INC COM G037AX101 2,446 69,920 SH   SOLE   0 69,920 0
AMDOCS COM G02602103 2,630 44,900 SH   SOLE   0 44,900 0
AMERICAN EAGLE OUTFITTER COM 02553E106 12,859 665,250 SH   SOLE   0 665,250 0
AMERICAN WATER WOR COM 030420103 35,609 392,300 SH   SOLE   0 392,300 0
AMERIPRISE FINANCIAL INC COM 03076C106 40,325 386,368 SH   SOLE   0 386,368 0
AMGEN COM 031162100 8,039 41,300 SH   SOLE   0 41,300 0
AMICUS THERAPEUTICS INC COM 03152W109 17,812 1,859,320 SH   SOLE   0 1,859,320 0
AMN HEALTHCARE SVS COM 001744101 5,789 102,177 SH   SOLE   0 102,177 0
AMNEAL PHARMACEUTICALS INC COM 03168L105 1,382 102,119 SH   SOLE   0 102,119 0
AMPHENOL CORP-CL A COM 032095101 44,284 546,582 SH   SOLE   0 546,582 0
ANALOG DEVICES INC. COM 032654105 16,951 197,500 SH   SOLE   0 197,500 0
APPLE INC COM 037833100 23,134 146,666 SH   SOLE   0 146,666 0
APTIV PLC COM G6095L109 30,231 490,997 SH   SOLE   0 490,997 0
ARCH CAPITAL GROUP LTD. COM G0450A105 9,292 347,750 SH   SOLE   0 347,750 0
ARCHER DANIELS MIDLAND COM 039483102 2,572 62,800 SH   SOLE   0 62,800 0
ARISTA NETWORKS INC COM 040413106 33,844 160,625 SH   SOLE   0 160,625 0
ASTRONICS CORP COM 046433108 3,950 129,737 SH   SOLE   0 129,737 0
AT HOME GROUP INC COM 04650Y100 29,856 1,600,488 SH   SOLE   0 1,600,488 0
AT&T INC COM 00206R102 14,780 517,853 SH   SOLE   0 517,853 0
ATARA BIOTHERAPEUTICS INC COM 046513107 44,691 1,286,445 SH   SOLE   0 1,286,445 0
ATMOS ENERGY CORPORATION COM 049560105 50,150 540,874 SH   SOLE   0 540,874 0
AUTODESK INC COM 052769106 44,442 345,557 SH   SOLE   0 345,557 0
AUTOZONE INC COM 053332102 55,615 66,340 SH   SOLE   0 66,340 0
AVALONBAY COMMUNITIES, INC. COM 053484101 34,684 199,275 SH   SOLE   0 199,275 0
AXOGEN INC COM 05463X106 12,980 635,364 SH   SOLE   0 635,364 0
AXOS FINANCIAL INC COM 05465C100 3,131 124,344 SH   SOLE   0 124,344 0
BALCHEM CORP COM 057665200 4,345 55,458 SH   SOLE   0 55,458 0
BANCOLOMBIA S.A. ADR 05968L102 9,610 252,227 SH   SOLE   0 252,227 0
BEST BUY INC COM 086516101 17,229 325,325 SH   SOLE   0 325,325 0
BHP GROUP LTD ADR 088606108 12,734 263,699 SH   SOLE   0 263,699 0
BIOGEN COM 09062X103 2,317 7,700 SH   SOLE   0 7,700 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 25,532 690,417 SH   SOLE   0 690,417 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 11,067 129,975 SH   SOLE   0 129,975 0
BIOTELEMETRY INC COM 090672106 7,440 124,589 SH   SOLE   0 124,589 0
BLOCK(H&R)INC COM 093671105 11,637 458,700 SH   SOLE   0 458,700 0
BLOOM ENERGY CORP- A COM 093712107 10,244 1,026,442 SH   SOLE   0 1,026,442 0
BLUEBIRD BIO INC COM 09609G100 22,221 224,006 SH   SOLE   0 224,006 0
BLUEPRINT MEDICINES CORP COM 09627Y109 30,522 566,166 SH   SOLE   0 566,166 0
BOEING CO COM 097023105 8,578 26,600 SH   SOLE   0 26,600 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 39,234 352,038 SH   SOLE   0 352,038 0
BRINK'S CO/THE COM 109696104 32,002 495,004 SH   SOLE   0 495,004 0
BROADCOM INC COM 11135F101 15,900 4,043 SH   SOLE   0 4,043 0
BRUKER CORPORATION COM 116794108 5,218 175,267 SH   SOLE   0 175,267 0
BRUNSWICK CORP COM 117043109 45,577 981,210 SH   SOLE   0 981,210 0
BUILDERS FIRSTSOURCE INC COM 12008R107 33,263 3,048,889 SH   SOLE   0 3,048,889 0
BURLINGTON STORES INC. COM 122017106 144,312 887,148 SH   SOLE   0 887,148 0
BWX TECHNOLOGIES INC COM 05605H100 15,921 416,450 SH   SOLE   0 416,450 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 37,617 447,345 SH   SOLE   0 447,345 0
CABOT MICROELECTRONICS CORP COM 12709P103 24,081 252,552 SH   SOLE   0 252,552 0
CABOT OIL & GAS CO COM 127097103 7,206 322,400 SH   SOLE   0 322,400 0
CAESARS ENTERTAINMENT CORP COM 127686103 10,915 1,607,557 SH   SOLE   0 1,607,557 0
CAMBREX CORP COM 132011107 3,256 86,230 SH   SOLE   0 86,230 0
CAMDEN PROPERTY TRUST COM 133131102 8,164 92,719 SH   SOLE   0 92,719 0
CANADA GOOSE HOLDINGS INC COM 135086106 36,807 841,890 SH   SOLE   0 841,890 0
CAPITAL ONE FIN CORP COM 14040H105 2,116 28,000 SH   SOLE   0 28,000 0
CARBONITE INC COM 141337105 4,562 180,615 SH   SOLE   0 180,615 0
CARETRUST REIT INC COM 14174T107 2,639 142,974 SH   SOLE   0 142,974 0
CARNIVAL CORP COM 143658300 16,506 334,809 SH   SOLE   0 334,809 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,288 36,159 SH   SOLE   0 36,159 0
CASEY'S GENERAL STORES INC COM 147528103 84,073 656,107 SH   SOLE   0 656,107 0
CATERPILLAR INC COM 149123101 4,142 32,600 SH   SOLE   0 32,600 0
CBRE Group COM 12504L109 3,743 93,485 SH   SOLE   0 93,485 0
CELGENE CORP COM 151020104 2,691 42,000 SH   SOLE   0 42,000 0
CENTENE CORPORATION COM 15135B101 147,060 1,275,451 SH   SOLE   0 1,275,451 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 3,856 88,621 SH   SOLE   0 88,621 0
CHART INDUSTRIES INC COM 16115Q308 82,411 1,267,285 SH   SOLE   0 1,267,285 0
CHEESECAKE FACTORY COM 163072101 2,919 67,089 SH   SOLE   0 67,089 0
CHEVRON CORP COM 166764100 19,950 183,388 SH   SOLE   0 183,388 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 40,772 94,425 SH   SOLE   0 94,425 0
CINEMARK HOLDINGS INC COM 17243V102 21,006 586,778 SH   SOLE   0 586,778 0
CISCO SYSTEMS INC COM 17275R102 25,879 602,454 SH   SOLE   0 602,454 0
CMS ENERGY CORPORATION COM 125896100 54,868 1,105,100 SH   SOLE   0 1,105,100 0
CNO FINANCIAL GROUP, INC. COM 12621E103 2,522 169,482 SH   SOLE   0 169,482 0
COCA-COLA CO/THE COM 191216100 19,875 419,755 SH   SOLE   0 419,755 0
COGNEX CORP COM 192422103 104,686 2,707,165 SH   SOLE   0 2,707,165 0
COHEN & STEERS INC COM 19247A100 3,982 116,034 SH   SOLE   0 116,034 0
COHERENT INC COM 192479103 95,991 907,869 SH   SOLE   0 907,869 0
COMCAST CORP COM 20030N101 4,113 120,800 SH   SOLE   0 120,800 0
CONSTELLATION BRANDS INC-A COM 21036P108 54,151 336,720 SH   SOLE   0 336,720 0
COOPER COS COM 216648402 3,715 14,600 SH   SOLE   0 14,600 0
CORNERSTONE ONDEMAND INC COM 21925Y103 76,126 1,509,541 SH   SOLE   0 1,509,541 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 23,694 2,999,240 SH   SOLE   0 2,999,240 0
CRACKER BARREL OLD COM 22410J106 12,799 80,063 SH   SOLE   0 80,063 0
CREDICORP COM G2519Y108 11,804 53,252 SH   SOLE   0 53,252 0
CROWN CASTLE INTL CORP COM 22822V101 15,935 146,691 SH   SOLE   0 146,691 0
CSX CORP COM 126408103 6,461 104,000 SH   SOLE   0 104,000 0
CUTERA INC COM 232109108 1,460 85,755 SH   SOLE   0 85,755 0
CVS CORP COM 126650100 3,992 60,939 SH   SOLE   0 60,939 0
CYMABAY THERAPEUTICS INC COM 23257D103 16,226 2,061,772 SH   SOLE   0 2,061,772 0
D.R. HORTON, INC. COM 23331A109 3,408 98,325 SH   SOLE   0 98,325 0
DARDEN RESTAURANTS, INC. COM 237194105 14,417 144,375 SH   SOLE   0 144,375 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 39,674 890,366 SH   SOLE   0 890,366 0
DELTA AIRLINES INC COM 247361702 1,836 36,800 SH   SOLE   0 36,800 0
DESCARTES SYS GROUP INC COM 249906108 3,137 118,566 SH   SOLE   0 118,566 0
DEXCOM INC COM 252131107 29,330 244,828 SH   SOLE   0 244,828 0
DIAGEO PLC ADR 25243Q205 10,746 75,784 SH   SOLE   0 75,784 0
DIAMONDBACK ENERGY INC COM 25278X109 89,835 969,093 SH   SOLE   0 969,093 0
WALT DISNEY CO COM 254687106 2,796 25,500 SH   SOLE   0 25,500 0
DOLLAR TREE INC COM 256746108 62,816 695,483 SH   SOLE   0 695,483 0
DOMINO'S PIZZA INC COM 25754A201 2,851 11,500 SH   SOLE   0 11,500 0
DOWDUPONT INC COM 26078J100 11,513 215,284 SH   SOLE   0 215,284 0
DXC TECHNOLOGY COMPANY COM 23355L106 26,904 506,000 SH   SOLE   0 506,000 0
DYCOM INDUSTRIES INC. COM 267475101 12,870 238,159 SH   SOLE   0 238,159 0
DYNAVAX TECHNOLOGIES CORP COM 268158201 14,971 1,636,176 SH   SOLE   0 1,636,176 0
EAGLE PHARMACEUTICALS INC COM 269796108 2,143 53,196 SH   SOLE   0 53,196 0
EBAY INC. COM 278642103 3,236 115,300 SH   SOLE   0 115,300 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 69,966 456,784 SH   SOLE   0 456,784 0
ELECTRONICS FOR IMAGING COM 286082102 2,265 91,311 SH   SOLE   0 91,311 0
ELLIE MAE INC COM 28849P100 27,151 432,146 SH   SOLE   0 432,146 0
ENBRIDGE INC COM 29250N105 9,599 308,840 SH   SOLE   0 308,840 0
ENCOMPASS HEALTH CORP COM 29261A100 21,519 348,769 SH   SOLE   0 348,769 0
ENSTAR GROUP LTD COM G3075P101 40,983 244,572 SH   SOLE   0 244,572 0
ENTEGRIS INC COM 29362U104 61,027 2,187,760 SH   SOLE   0 2,187,760 0
ENVESTNET INC COM 29404K106 4,147 84,303 SH   SOLE   0 84,303 0
EPLUS INC COM 294268107 3,696 51,937 SH   SOLE   0 51,937 0
EPR PROPERTIES REIT 26884U109 33,532 523,699 SH   SOLE   0 523,699 0
ETRADE FINL COM 269246401 1,908 43,500 SH   SOLE   0 43,500 0
ETSY INC COM 29786A106 29,756 625,517 SH   SOLE   0 625,517 0
EVERCORE INC COM 29977A105 3,041 42,500 SH   SOLE   0 42,500 0
EVEREST RE GROUP COM G3223R108 19,664 90,300 SH   SOLE   0 90,300 0
EVERGY INC COM 30034W106 73,557 1,295,712 SH   SOLE   0 1,295,712 0
EVERI HOLDINGS INC COM 30034T103 22,001 4,272,139 SH   SOLE   0 4,272,139 0
EVO PAYMENTS INC-CLASS A COM 26927E104 24,053 975,000 SH   SOLE   0 975,000 0
EVOLENT HEALTH INC - A COM 30050B101 32,587 1,633,453 SH   SOLE   0 1,633,453 0
EXACT SCIENCES CORP COM 30063P105 49,104 778,190 SH   SOLE   0 778,190 0
EXPEDIA GROUP INC COM 30212P303 11,006 97,700 SH   SOLE   0 97,700 0
FABRINET COM G3323L100 3,949 76,973 SH   SOLE   0 76,973 0
FACEBOOK INC COM 30303M102 7,000 53,400 SH   SOLE   0 53,400 0
FIBROGEN INC COM 31572Q808 32,781 708,315 SH   SOLE   0 708,315 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 16,539 1,256,725 SH   SOLE   0 1,256,725 0
FIRSTCASH INC COM 33767D105 32,299 529,354 SH   SOLE   0 529,354 0
FIRSTENERGY CORP. COM 337932107 14,154 376,925 SH   SOLE   0 376,925 0
FISERV INC COM 337738108 4,960 67,500 SH   SOLE   0 67,500 0
FLIR SYSTEMS INC COM 302445101 44,609 1,024,553 SH   SOLE   0 1,024,553 0
FLOOR & DECOR HOLDINGS INC-A COM 339750101 30,831 1,190,402 SH   SOLE   0 1,190,402 0
FLUOR CORP COM 343412102 27,229 845,632 SH   SOLE   0 845,632 0
FOOT LOCKER INC COM 344849104 13,674 257,025 SH   SOLE   0 257,025 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 38,976 1,025,956 SH   SOLE   0 1,025,956 0
GARMIN LTD COM H2906T109 13,267 209,525 SH   SOLE   0 209,525 0
GENESCO INC COM 371532102 36,795 830,600 SH   SOLE   0 830,600 0
GENOMIC HEALTH INC COM 37244C101 4,132 64,146 SH   SOLE   0 64,146 0
GEO GROUP INC/THE COM 36162J106 9,986 506,951 SH   SOLE   0 506,951 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 725 70,276 SH   SOLE   0 70,276 0
G-III APPAREL GP COM 36237H101 2,747 98,501 SH   SOLE   0 98,501 0
GLACIER BANCORP INC COM 37637Q105 46,585 1,175,802 SH   SOLE   0 1,175,802 0
GLOBAL PAYMENTS INC COM 37940X102 36,883 357,634 SH   SOLE   0 357,634 0
GRACO INC COM 384109104 39,647 947,349 SH   SOLE   0 947,349 0
GRAINGER W W INC COM 384802104 20,630 73,062 SH   SOLE   0 73,062 0
GREEN DOT CORP-CLASS A COM 39304D102 75,909 954,592 SH   SOLE   0 954,592 0
GUIDEWIRE SOFTWARE INC COM 40171V100 51,100 636,923 SH   SOLE   0 636,923 0
GULFPORT ENERGY CORPORATION COM 402635304 698 106,525 SH   SOLE   0 106,525 0
HAEMONETICS CORP/MASS COM 405024100 42,434 424,133 SH   SOLE   0 424,133 0
HARRIS CORP COM 413875105 42,523 315,804 SH   SOLE   0 315,804 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 23,495 826,125 SH   SOLE   0 826,125 0
HEALTHCARE SERVICE COM 421906108 3,814 94,914 SH   SOLE   0 94,914 0
HEALTHEQUITY INC COM 42226A107 44,886 752,482 SH   SOLE   0 752,482 0
HENKEL AG & CO. KGAA ADR 42550U208 11,177 102,490 SH   SOLE   0 102,490 0
HERON THERAPEUTICS INC COM 427746102 33,066 1,274,695 SH   SOLE   0 1,274,695 0
HEXCEL CORP COM 428291108 97,520 1,699,855 SH   SOLE   0 1,699,855 0
HILLTOP HOLDINGS INC COM 432748101 2,374 133,149 SH   SOLE   0 133,149 0
HILTON GRAND VACATIONS INC COM 43283X105 5,835 221,100 SH   SOLE   0 221,100 0
HMS HOLDINGS CORP COM 40425J101 3,755 133,477 SH   SOLE   0 133,477 0
HOLLYFRONTIER CORPORATION COM 436106108 6,675 130,575 SH   SOLE   0 130,575 0
HOME DEPOT INC COM 437076102 10,787 62,782 SH   SOLE   0 62,782 0
HONEYWELL INTERNATIONAL INC COM 438516106 20,384 154,288 SH   SOLE   0 154,288 0
HORIZON PHARMA PLC COM G4617B105 35,287 1,805,886 SH   SOLE   0 1,805,886 0
HORMEL FOODS CORP COM 440452100 9,724 227,825 SH   SOLE   0 227,825 0
HOST HOTELS & RESORTS INC REIT 44107P104 14,886 892,984 SH   SOLE   0 892,984 0
HUMANA INC. COM 444859102 7,781 27,160 SH   SOLE   0 27,160 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 4,239 22,275 SH   SOLE   0 22,275 0
HUNTSMAN CORP COM 447011107 33,626 1,743,164 SH   SOLE   0 1,743,164 0
IAC/INTERACTIVECORP COM 44919P508 67,255 367,437 SH   SOLE   0 367,437 0
ICU MEDICAL INC COM 44930G107 7,330 31,923 SH   SOLE   0 31,923 0
IDEXX LABORATORIES INC COM 45168D104 66,011 354,861 SH   SOLE   0 354,861 0
IHS MARKIT LTD COM G47567105 60,120 1,253,275 SH   SOLE   0 1,253,275 0
II-VI INCORPORATED COM 902104108 5,008 154,273 SH   SOLE   0 154,273 0
ILLUMINA INC COM 452327109 56,829 189,474 SH   SOLE   0 189,474 0
IMPINJ INC COM 453204109 1,254 86,157 SH   SOLE   0 86,157 0
INCYTE CORPORATION. COM 45337C102 11,033 173,500 SH   SOLE   0 173,500 0
INGERSOLL RAND PLC COM G47791101 3,165 34,700 SH   SOLE   0 34,700 0
INPHI CORP COM 45772F107 2,191 68,139 SH   SOLE   0 68,139 0
INSPERITY INC COM 45778Q107 7,175 76,849 SH   SOLE   0 76,849 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 2,611 77,497 SH   SOLE   0 77,497 0
INSULET CORP COM 45784P101 32,074 404,355 SH   SOLE   0 404,355 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 20,437 202,771 SH   SOLE   0 202,771 0
INTUITIVE SURGICAL INC COM 46120E602 46,025 96,101 SH   SOLE   0 96,101 0
IONIS PHARMACEUTICALS, INC. COM 462222100 13,820 255,650 SH   SOLE   0 255,650 0
IPG PHOTONICS CORP COM 44980X109 69,887 616,888 SH   SOLE   0 616,888 0
IQVIA HOLDINGS INC COM 46266C105 49,911 429,636 SH   SOLE   0 429,636 0
IROBOT CORP COM 462726100 4,282 51,129 SH   SOLE   0 51,129 0
J2 GLOBAL, INC. COM 48123V102 5,459 78,676 SH   SOLE   0 78,676 0
JACK HENRY & ASSOC COM 426281101 8,920 70,500 SH   SOLE   0 70,500 0
JAZZ PHARMACEUTICALS PLC COM G50871105 37,585 303,200 SH   SOLE   0 303,200 0
JETBLUE AIRWAYS CORPORATION COM 477143101 19,423 1,209,375 SH   SOLE   0 1,209,375 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 49,136 684,254 SH   SOLE   0 684,254 0
JOHNSON & JOHNSON COM 478160104 21,802 163,377 SH   SOLE   0 163,377 0
JPMORGAN CHASE & CO COM 46625H100 24,637 252,375 SH   SOLE   0 252,375 0
KENNAMETAL INC COM 489170100 29,651 890,978 SH   SOLE   0 890,978 0
KEURIG DR PEPPER COM 49271V100 2,276 88,800 SH   SOLE   0 88,800 0
KEYCORP COM 493267108 18,321 1,239,600 SH   SOLE   0 1,239,600 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 109,162 1,758,423 SH   SOLE   0 1,758,423 0
KIRBY CORP COM 497266106 8,312 123,400 SH   SOLE   0 123,400 0
KLA-TENCOR CORP COM 482480100 1,637 18,300 SH   SOLE   0 18,300 0
KOHLS CORP COM 500255104 4,360 65,733 SH   SOLE   0 65,733 0
KURA ONCOLOGY INC COM 50127T109 21,091 1,502,217 SH   SOLE   0 1,502,217 0
L3 TECHNOLOGIES INC COM 502413107 3,521 20,275 SH   SOLE   0 20,275 0
LAMAR ADVERTISING COMPANY REIT 512816109 10,688 154,498 SH   SOLE   0 154,498 0
LANDSTAR SYSTEM INC COM 515098101 55,869 583,979 SH   SOLE   0 583,979 0
LEAR CORPORATION COM 521865204 4,405 35,850 SH   SOLE   0 35,850 0
LENDINGTREE INC COM 52603B107 4,499 20,488 SH   SOLE   0 20,488 0
LGI HOMES INC COM 50187T106 2,604 57,580 SH   SOLE   0 57,580 0
LHC GROUP INC COM 50187A107 5,509 58,683 SH   SOLE   0 58,683 0
LIGAND PHARMACEUTICALS COM 53220K504 30,454 224,422 SH   SOLE   0 224,422 0
ELI LILLY & CO COM 532457108 2,059 17,800 SH   SOLE   0 17,800 0
LINCOLN NATIONAL CORPORATION COM 534187109 9,672 188,500 SH   SOLE   0 188,500 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,417 179,555 SH   SOLE   0 179,555 0
LIONS GATE ENTERTAINMENT-A COM 535919401 32,429 2,014,195 SH   SOLE   0 2,014,195 0
LITTELFUSE INC COM 537008104 30,945 180,457 SH   SOLE   0 180,457 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 2,694 54,700 SH   SOLE   0 54,700 0
LOCKHEED MARTIN CORP COM 539830109 18,079 69,046 SH   SOLE   0 69,046 0
LOXO ONCOLOGY INC COM 548862101 35,878 256,146 SH   SOLE   0 256,146 0
LULULEMON ATHLETICA INC COM 550021109 68,014 559,508 SH   SOLE   0 559,508 0
LUMENTUM HOLDINGS INC COM 55024U109 24,990 594,857 SH   SOLE   0 594,857 0
MADISON SQUARE GARDEN CO COM 55825T103 23,770 88,794 SH   SOLE   0 88,794 0
MANHATTAN ASSOCIATES INC COM 562750109 33,295 785,826 SH   SOLE   0 785,826 0
MARINEMAX INC COM 567908108 34,087 1,861,655 SH   SOLE   0 1,861,655 0
MARKETAXESS HLDGS COM 57060D108 76,259 360,890 SH   SOLE   0 360,890 0
MARTIN MARIETTA MATERIALS COM 573284106 62,442 363,310 SH   SOLE   0 363,310 0
MASIMO CORPORATION COM 574795100 40,296 375,300 SH   SOLE   0 375,300 0
MASTERCARD INC COM 57636Q104 10,627 56,330 SH   SOLE   0 56,330 0
MATCH GROUP, INC. COM 57665R106 7,719 180,475 SH   SOLE   0 180,475 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 44,529 875,707 SH   SOLE   0 875,707 0
MCDONALD'S CORP COM 580135101 19,603 110,396 SH   SOLE   0 110,396 0
MEDICAL PROPERTIES TR COM 58463J304 1,154 71,800 SH   SOLE   0 71,800 0
MEDIDATA SOLUTIONS INC COM 58471A105 34,501 511,726 SH   SOLE   0 511,726 0
MEDPACE HLDGS INC COM 58506Q109 3,086 58,300 SH   SOLE   0 58,300 0
MEDTRONIC PLC COM G5960L103 16,753 184,189 SH   SOLE   0 184,189 0
MERCK & CO. INC. COM 58933Y105 18,807 246,129 SH   SOLE   0 246,129 0
MERIT MEDICAL SYSTEMS INC COM 589889104 59,656 1,068,907 SH   SOLE   0 1,068,907 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 10,495 18,556 SH   SOLE   0 18,556 0
MICHAEL KORS HOLDINGS LTD COM G60754101 1,452 38,300 SH   SOLE   0 38,300 0
MICROCHIP TECHNOLOGY INC COM 595017104 47,563 661,329 SH   SOLE   0 661,329 0
MICRON TECHNOLOGY INC COM 595112103 1,688 53,200 SH   SOLE   0 53,200 0
MICROSOFT CORP COM 594918104 29,537 290,673 SH   SOLE   0 290,673 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 65,129 680,550 SH   SOLE   0 680,550 0
MOLINA HEALTHCARE, INC. COM 60855R100 27,946 240,458 SH   SOLE   0 240,458 0
MONRO INC COM 610236101 6,957 101,196 SH   SOLE   0 101,196 0
MONSTER BEVERAGE CORP COM 61174X109 55,429 1,126,140 SH   SOLE   0 1,126,140 0
MOODY'S CORP COM 615369105 40,941 292,353 SH   SOLE   0 292,353 0
MORNINGSTAR INC COM 617700109 23,808 216,751 SH   SOLE   0 216,751 0
MSCI INC COM 55354G100 42,318 287,036 SH   SOLE   0 287,036 0
NATIONAL VISION HOLDINGS INC COM 63845R107 40,491 1,437,401 SH   SOLE   0 1,437,401 0
NATUS MEDICAL INC COM 639050103 41,060 1,206,572 SH   SOLE   0 1,206,572 0
NEOGENOMICS INC COM 64049M209 25,253 2,002,651 SH   SOLE   0 2,002,651 0
NESTLE SA/AG ADR 641069406 9,849 121,672 SH   SOLE   0 121,672 0
NETAPP INC COM 64110D104 4,875 81,700 SH   SOLE   0 81,700 0
NEWFIELD EXPLORATION COMPANY COM 651290108 11,822 806,415 SH   SOLE   0 806,415 0
NEWMONT MINING CORPORATION COM 651639106 12,698 366,475 SH   SOLE   0 366,475 0
NORFOLK SOUTHERN CORPORATION COM 655844108 7,144 47,775 SH   SOLE   0 47,775 0
NOVARTIS AG ADR 66987V109 21,206 247,121 SH   SOLE   0 247,121 0
NOVO-NORDISK AS ADR 670100205 11,357 246,514 SH   SOLE   0 246,514 0
NUVASIVE INC COM 670704105 36,627 739,039 SH   SOLE   0 739,039 0
NVIDIA CORP COM 67066G104 24,672 184,809 SH   SOLE   0 184,809 0
OCCIDENTAL PETROLEUM CORP COM 674599105 13,964 227,517 SH   SOLE   0 227,517 0
OLD DOMINION FREIGHT LINE COM 679580100 31,120 252,007 SH   SOLE   0 252,007 0
OLLIE'S BARGAIN OUTLET HOLDI COM 681116109 47,698 717,155 SH   SOLE   0 717,155 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 40,305 1,146,648 SH   SOLE   0 1,146,648 0
OMNICELL INC COM 68213N109 60,654 500,403 SH   SOLE   0 500,403 0
ON SEMICONDUCTOR CORP. COM 682189105 4,589 277,925 SH   SOLE   0 277,925 0
ONE GAS, INC. COM 68235P108 32,135 403,706 SH   SOLE   0 403,706 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 17,793 51,675 SH   SOLE   0 51,675 0
OSHKOSH CORP COM 688239201 1,213 19,800 SH   SOLE   0 19,800 0
OUTFRONT MEDIA INC REIT 69007J106 4,414 243,606 SH   SOLE   0 243,606 0
OWENS-ILLINOIS INC COM 690768403 1,629 94,500 SH   SOLE   0 94,500 0
PVH CORP COM 693656100 3,411 36,700 SH   SOLE   0 36,700 0
PALO ALTO NETWORKS INC COM 697435105 21,608 114,725 SH   SOLE   0 114,725 0
PAYPAL HOLDINGS INC COM 70450Y103 4,229 50,300 SH   SOLE   0 50,300 0
PARSLEY ENERGY INC-CLASS A COM 701877102 41,354 2,587,825 SH   SOLE   0 2,587,825 0
PATTERSON UTI ENEG COM 703481101 6,284 607,125 SH   SOLE   0 607,125 0
PAYCHEX INC COM 704326107 25,770 395,550 SH   SOLE   0 395,550 0
PEGASYSTEMS INC COM 705573103 50,979 1,065,831 SH   SOLE   0 1,065,831 0
PENN NATIONAL GAMING INC COM 707569109 45,255 2,403,342 SH   SOLE   0 2,403,342 0
PENUMBRA INC COM 70975L107 24,156 197,677 SH   SOLE   0 197,677 0
PEPSICO INC COM 713448108 15,208 137,652 SH   SOLE   0 137,652 0
PERFORMANCE FOOD GROUP CO COM 71377A103 4,807 148,963 SH   SOLE   0 148,963 0
PERSPECTA INC COM 715347100 35,607 2,067,763 SH   SOLE   0 2,067,763 0
PETMED EXPRESS INC COM 716382106 1,818 78,164 SH   SOLE   0 78,164 0
PHILLIPS 66 COM 718546104 2,369 27,500 SH   SOLE   0 27,500 0
PFIZER INC COM 717081103 20,147 461,565 SH   SOLE   0 461,565 0
PJT PARTNERS INC - A COM 69343T107 26,913 694,343 SH   SOLE   0 694,343 0
PLANET FITNESS INC - CL A COM 72703H101 104,338 1,945,880 SH   SOLE   0 1,945,880 0
PLEXUS CORP COM 729132100 1,669 32,679 SH   SOLE   0 32,679 0
PNC FINANCIAL SERVICES GROUP COM 693475105 20,624 176,548 SH   SOLE   0 176,548 0
POOL CORP COM 73278L105 98,321 661,422 SH   SOLE   0 661,422 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 12,703 277,050 SH   SOLE   0 277,050 0
POWER INTEGRATIONS COM 739276103 3,402 55,783 SH   SOLE   0 55,783 0
PRA GROUP INC COM 69354N106 2,102 86,237 SH   SOLE   0 86,237 0
PRA HEALTH SCIENCES INC COM 69354M108 80,083 870,850 SH   SOLE   0 870,850 0
PROCTER & GAMBLE CO/THE COM 742718109 20,012 217,713 SH   SOLE   0 217,713 0
PROGENICS PHARMACEUTICALS COM 743187106 16,582 3,948,024 SH   SOLE   0 3,948,024 0
PROGRESSIVE CORP COM 743315103 46,266 766,887 SH   SOLE   0 766,887 0
PROLOGIS INC COM 74340W103 11,764 200,337 SH   SOLE   0 200,337 0
PROOFPOINT INC COM 743424103 40,774 486,515 SH   SOLE   0 486,515 0
PROTO LABS INC COM 743713109 6,794 60,234 SH   SOLE   0 60,234 0
PRUDENTIAL PLC ADR 74435K204 12,850 363,312 SH   SOLE   0 363,312 0
PTC INC COM 69370C100 82,631 996,757 SH   SOLE   0 996,757 0
PULTE GROUP INC COM 745867101 3,621 139,325 SH   SOLE   0 139,325 0
QTS REALTY TRUST INC REIT 74736A103 2,131 57,518 SH   SOLE   0 57,518 0
QUAKER CHEMICAL CORP COM 747316107 121,454 683,441 SH   SOLE   0 683,441 0
QUIDEL CORP COM 74838J101 19,421 397,803 SH   SOLE   0 397,803 0
QURATE RETAIL INC COM 74915M100 76,108 3,898,956 SH   SOLE   0 3,898,956 0
RADIANT LOGISTICS COM 75025X100 1,371 322,550 SH   SOLE   0 322,550 0
RALPH LAUREN CORPORATION COM 751212101 9,555 92,350 SH   SOLE   0 92,350 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 26,433 889,100 SH   SOLE   0 889,100 0
REALPAGE INC COM 75606N109 75,584 1,568,452 SH   SOLE   0 1,568,452 0
REALTY INCOME CORP COM 756109104 1,134 18,000 SH   SOLE   0 18,000 0
RED HAT INC COM 756577102 22,772 129,650 SH   SOLE   0 129,650 0
RITCHIE BROS AUCTIONEERS COM 767744105 79,907 2,442,165 SH   SOLE   0 2,442,165 0
ROCKWELL AUTOMATION, INC. COM 773903109 19,235 127,825 SH   SOLE   0 127,825 0
ROSS STORES INC COM 778296103 20,155 242,250 SH   SOLE   0 242,250 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 41,916 428,636 SH   SOLE   0 428,636 0
ROYAL DUTCH SHELL PLC ADR 780259107 11,493 191,741 SH   SOLE   0 191,741 0
RYANAIR HOLDINGS PLC ADR 783513203 12,164 170,504 SH   SOLE   0 170,504 0
SAGE THERAPEUTICS INC COM 78667J108 46,920 489,822 SH   SOLE   0 489,822 0
SAILPOINT TECHNOLOGIES HOLDI COM 78781P105 32,270 1,373,769 SH   SOLE   0 1,373,769 0
SALESFORCE.COM INC COM 79466L302 6,191 45,200 SH   SOLE   0 45,200 0
SAP SE ADR 803054204 10,188 102,341 SH   SOLE   0 102,341 0
SAREPTA THERAPEUTICS INC COM 803607100 90,472 829,037 SH   SOLE   0 829,037 0
SBA COMMUNICATIONS CORP COM 78410G104 88,626 547,448 SH   SOLE   0 547,448 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 6,576 103,233 SH   SOLE   0 103,233 0
SEATTLE GENETICS INC COM 812578102 26,536 468,343 SH   SOLE   0 468,343 0
SEMPRA ENERGY COM 816851109 12,813 118,426 SH   SOLE   0 118,426 0
SEMTECH CORPORATION COM 816850101 6,714 146,371 SH   SOLE   0 146,371 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 34,607 619,608 SH   SOLE   0 619,608 0
SERITAGE GROWTH PROP- A REIT COM 81752R100 33,383 1,032,564 SH   SOLE   0 1,032,564 0
SERVICEMASTER GLOBAL HOLDING COM 81761R109 28,309 770,520 SH   SOLE   0 770,520 0
SERVICENOW INC COM 81762P102 77,920 437,629 SH   SOLE   0 437,629 0
SHOPIFY INC - CLASS A COM 82509L107 34,759 251,061 SH   SOLE   0 251,061 0
SILICON LABORATORIES INC COM 826919102 28,959 367,464 SH   SOLE   0 367,464 0
SIMON PROPERTY GROUP INC COM 828806109 5,453 32,461 SH   SOLE   0 32,461 0
SIRIUS XM HOLDINGS INC COM 82968B103 79,280 13,884,428 SH   SOLE   0 13,884,428 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 13,411 241,075 SH   SOLE   0 241,075 0
SMITH (A.O.) CORP COM 831865209 30,133 705,682 SH   SOLE   0 705,682 0
SOUTHWEST AIRLINES CO. COM 844741108 9,100 195,775 SH   SOLE   0 195,775 0
SPIRIT AIRLINES COM 848577102 11,360 196,125 SH   SOLE   0 196,125 0
SPLUNK INC COM 848637104 65,587 625,530 SH   SOLE   0 625,530 0
SPRINT CORPORATION COM 85207U105 22,801 3,917,749 SH   SOLE   0 3,917,749 0
SQUARE INC - A COM 852234103 35,445 631,924 SH   SOLE   0 631,924 0
STAMPSCOM INC COM 852857200 1,665 10,700 SH   SOLE   0 10,700 0
STEEL DYNAMICS COM 858119100 1,474 49,100 SH   SOLE   0 49,100 0
STEVEN MADDEN LTD COM 556269108 48,753 1,611,131 SH   SOLE   0 1,611,131 0
STIFEL FINANCIAL CORP COM 860630102 25,368 612,446 SH   SOLE   0 612,446 0
STONERIDGE INC. COM 86183P102 2,944 119,433 SH   SOLE   0 119,433 0
SUMMIT MATERIALS INC -CL A COM 86614U100 27,032 2,180,026 SH   SOLE   0 2,180,026 0
SUNTRUST BANKS, INC. COM 867914103 4,668 92,550 SH   SOLE   0 92,550 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 20,678 622,460 SH   SOLE   0 622,460 0
SVB FINANCIAL GROUP COM 78486Q101 3,281 17,275 SH   SOLE   0 17,275 0
SYNOPSYS INC COM 871607107 49,577 588,522 SH   SOLE   0 588,522 0
SYSCO CORP COM 871829107 14,181 226,318 SH   SOLE   0 226,318 0
SYSTEMAX INC COM 871851101 2,809 117,600 SH   SOLE   0 117,600 0
TABLEAU SOFTWARE INC-CL A COM 87336U105 107,103 892,529 SH   SOLE   0 892,529 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 87,802 755,992 SH   SOLE   0 755,992 0
TANDEM DIABETES CARE INC COM 875372203 27,794 732,007 SH   SOLE   0 732,007 0
TAPESTRY INC COM 876030107 2,372 70,275 SH   SOLE   0 70,275 0
TARGET CORP COM 87612E106 3,166 47,900 SH   SOLE   0 47,900 0
TELADOC HEALTH INC COM 87918A105 36,162 729,515 SH   SOLE   0 729,515 0
TELEDYNE TECHNOLOGIES INC COM 879360105 7,483 36,139 SH   SOLE   0 36,139 0
TELEFLEX INCORPORATED COM 879369106 9,486 36,700 SH   SOLE   0 36,700 0
TENNECO INC. COM 880349105 3,950 144,225 SH   SOLE   0 144,225 0
TEXAS ROADHOUSE COM 882681109 9,352 156,644 SH   SOLE   0 156,644 0
TEXTRON INC. COM 883203101 12,005 261,034 SH   SOLE   0 261,034 0
THE CLOROX COMPANY COM 189054109 8,755 56,800 SH   SOLE   0 56,800 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 24,977 213,900 SH   SOLE   0 213,900 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 9,796 220,375 SH   SOLE   0 220,375 0
THE TRADE DESK INC COM 88339J105 5,874 50,612 SH   SOLE   0 50,612 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,617 25,100 SH   SOLE   0 25,100 0
THERMON GROUP HOLDINGS INC COM 88362T103 32,779 1,616,313 SH   SOLE   0 1,616,313 0
THOR INDUSTRIES COM 885160101 2,933 56,411 SH   SOLE   0 56,411 0
TIVITY HEALTH INC COM 88870R102 24,634 992,903 SH   SOLE   0 992,903 0
TOTAL SA-SPON ADR COM 89151E109 15,881 304,357 SH   SOLE   0 304,357 0
TRACTOR SUPPLY CO COM 892356106 16,131 193,325 SH   SOLE   0 193,325 0
TRANSUNION COM 89400J107 69,826 1,229,330 SH   SOLE   0 1,229,330 0
TREX COMPANY INC COM 89531P105 74,908 1,261,900 SH   SOLE   0 1,261,900 0
TWITTER INC COM 90184L102 63,168 2,197,913 SH   SOLE   0 2,197,913 0
TYLER TECHNOLOGIES INC COM 902252105 42,090 226,510 SH   SOLE   0 226,510 0
TYSON FOODS, INC. COM 902494103 3,695 69,200 SH   SOLE   0 69,200 0
ULTA BEAUTY INC COM 90384S303 10,657 43,525 SH   SOLE   0 43,525 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 77,107 314,890 SH   SOLE   0 314,890 0
UMB FINANCIAL CORP COM 902788108 35,990 590,296 SH   SOLE   0 590,296 0
UMPQUA HOLDINGS CO COM 904214103 11,435 719,200 SH   SOLE   0 719,200 0
UNION PACIFIC CORP COM 907818108 18,464 133,581 SH   SOLE   0 133,581 0
UNITED CONTINENTAL HOLDINGS COM 910047109 5,291 63,200 SH   SOLE   0 63,200 0
UNITED RENTALS, INC. COM 911363109 43,385 423,145 SH   SOLE   0 423,145 0
UNITEDHEALTHCARE GRP INC COM 91324P102 14,523 58,300 SH   SOLE   0 58,300 0
UNIVERSAL DISPLAY COM 91347P105 7,263 77,625 SH   SOLE   0 77,625 0
UNIVERSAL ELECTRONICS INC COM 913483103 37,988 1,502,697 SH   SOLE   0 1,502,697 0
US PHYSICAL THERAP COM 90337L108 6,548 63,976 SH   SOLE   0 63,976 0
VF CORP COM 918204108 2,125 29,800 SH   SOLE   0 29,800 0
VAIL RESORTS INC COM 91879Q109 63,181 299,692 SH   SOLE   0 299,692 0
VAREX IMAGING CORPORATION COM 92214X106 2,001 84,504 SH   SOLE   0 84,504 0
VIPER ENERGY PARTNERS LP COM 92763M105 24,741 950,119 SH   SOLE   0 950,119 0
VIRTUSA CORP COM 92827P102 2,833 66,513 SH   SOLE   0 66,513 0
VISA INC COM 92826C839 13,286 100,700 SH   SOLE   0 100,700 0
VISTEON CORP COM 92839U206 36,290 602,025 SH   SOLE   0 602,025 0
VOYA FINANCIAL INC COM 929089100 33,656 838,475 SH   SOLE   0 838,475 0
VULCAN MATERIALS COMPANY COM 929160109 9,838 99,575 SH   SOLE   0 99,575 0
W.R. BERKLEY CORPORATION COM 084423102 31,308 423,600 SH   SOLE   0 423,600 0
WABCO HOLDINGS INC COM 92927K102 41,527 384,360 SH   SOLE   0 384,360 0
WAGEWORKS INC COM 930427109 10,018 368,864 SH   SOLE   0 368,864 0
WALMART INC COM 931142103 4,145 44,500 SH   SOLE   0 44,500 0
WAL-MART DE MEXICO ADR 93114W107 10,884 428,871 SH   SOLE   0 428,871 0
WASTE CONNECTIONS INC COM 94106B101 108,153 1,456,615 SH   SOLE   0 1,456,615 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 46,562 672,275 SH   SOLE   0 672,275 0
WEIGHT WATCHERS INTL INC COM 948626106 27,469 712,563 SH   SOLE   0 712,563 0
WELLCARE HEALTH PLANS INC COM 94946T106 25,363 107,430 SH   SOLE   0 107,430 0
WELLS FARGO & CO COM 949746101 16,191 351,357 SH   SOLE   0 351,357 0
WEST PHARMACEUTICAL SERVICES COM 955306105 23,086 235,498 SH   SOLE   0 235,498 0
WHITE MOUNTNS INSU COM G9618E107 13,959 16,275 SH   SOLE   0 16,275 0
WINGSTOP INC COM 974155103 42,846 667,959 SH   SOLE   0 667,959 0
WOODWARD INC COM 980745103 57,789 777,879 SH   SOLE   0 777,879 0
WORKDAY INC COM 98138H101 14,208 88,975 SH   SOLE   0 88,975 0
WORLDPAY INC-CLASS A COM 981558109 40,485 529,696 SH   SOLE   0 529,696 0
WPX ENERGY INC COM 98212B103 6,839 602,575 SH   SOLE   0 602,575 0
WW GRAINGER INC COM 384802104 30,481 107,950 SH   SOLE   0 107,950 0
WYNDHAM DESTINATIONS INC COM 98310W108 1,293 36,100 SH   SOLE   0 36,100 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,635 36,059 SH   SOLE   0 36,059 0
XCEL ENERGY INC COM 98389B100 57,480 1,166,625 SH   SOLE   0 1,166,625 0
XILINX INC. COM 983919101 30,629 359,625 SH   SOLE   0 359,625 0
XYLEM, INC. COM 98419M100 16,578 248,475 SH   SOLE   0 248,475 0
ZAYO GROUP HOLDINGS INC COM 98919V105 29,267 1,281,371 SH   SOLE   0 1,281,371 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 35,612 223,650 SH   SOLE   0 223,650 0
ZILLOW GROUP INC - C COM 98954M200 28,048 888,147 SH   SOLE   0 888,147 0
ZOETIS INC COM 98978V103 53,982 631,078 SH   SOLE   0 631,078 0
ZOGENIX INC COM 98978L204 25,286 693,531 SH   SOLE   0 693,531 0