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134429109 7605 230530 SH SOLE 230530 0 0 CARTERS INC COM 146229109 22248 272580 SH SOLE 272580 0 0 CASTLIGHT HEALTH INC CL B 14862Q100 3844 1771350 SH SOLE 1771350 0 0 CAVCO INDS INC DEL COM 149568107 1992 15280 SH SOLE 15280 0 0 CENTENE CORP DEL COM 15135B101 208001 1803999 SH SOLE 1803999 0 0 CENTURYLINK INC COM 156700106 4770 314880 SH SOLE 314880 0 0 CF INDS HLDGS INC COM 125269100 7218 165900 SH SOLE 165900 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 5209 50750 SH SOLE 50750 0 0 CHEESECAKE FACTORY INC COM 163072101 9439 216950 SH SOLE 216950 0 0 CHILDRENS PL INC COM 168905107 14836 164680 SH SOLE 164680 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 18191 42130 SH SOLE 42130 0 0 CHURCHILL DOWNS INC COM 171484108 8892 36451 SH SOLE 36451 0 0 CIGNA CORP NEW COM 125523100 4818 25370 SH SOLE 25370 0 0 CINEMARK HOLDINGS INC COM 17243V102 11922 333020 SH SOLE 333020 0 0 CIT GROUP INC COM NEW 125581801 4568 119350 SH SOLE 119350 0 0 CITIZENS FINL GROUP INC COM 174610105 4436 149220 SH 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617446448 6176 155770 SH SOLE 155770 0 0 NATIONAL GEN HLDGS CORP COM 636220303 6660 275110 SH SOLE 275110 0 0 NETAPP INC COM 64110D104 6111 102420 SH SOLE 102420 0 0 NETEASE INC SPONSORED ADR 64110W102 55808 237108 SH SOLE 237108 0 0 NEW MEDIA INVT GROUP INC COM 64704V106 7150 618020 SH SOLE 618020 0 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 5239 95580 SH SOLE 95580 0 0 NIKE INC CL B 654106103 17206 232070 SH SOLE 232070 0 0 NOKIA CORP SPONSORED ADR 654902204 6050 1039560 SH SOLE 1039560 0 0 NU SKIN ENTERPRISES INC CL A 67018T105 3141 51210 SH SOLE 51210 0 0 NUTRI SYS INC NEW COM 67069D108 1300 29630 SH SOLE 29630 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 10196 29610 SH SOLE 29610 0 0 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 33883 509440 SH SOLE 509440 0 0 PAPA JOHNS INTL INC COM 698813102 3714 93290 SH SOLE 93290 0 0 PARKER HANNIFIN CORP COM 701094104 5955 39930 SH SOLE 39930 0 0 PEABODY ENERGY CORP NEW COM 704551100 5534 181570 SH SOLE 181570 0 0 PENN NATL GAMING INC COM 707569109 491 26090 SH SOLE 26090 0 0 PERSPECTA INC COM 715347100 136143 7906092 SH SOLE 7906092 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 5156 396320 SH SOLE 396320 0 0 PFIZER INC COM 717081103 6965 159570 SH SOLE 159570 0 0 PHILIP MORRIS INTL INC COM 718172109 2969 44480 SH SOLE 44480 0 0 PLANET FITNESS INC CL A 72703H101 7328 136660 SH SOLE 136660 0 0 POST HLDGS INC COM 737446104 5721 64190 SH SOLE 64190 0 0 PRA GROUP INC COM 69354N106 6097 250200 SH SOLE 250200 0 0 PVH CORP COM 693656100 46424 499453 SH SOLE 499453 0 0 QORVO INC COM 74736K101 7268 119680 SH SOLE 119680 0 0 QUALCOMM INC COM 747525103 7237 127160 SH SOLE 127160 0 0 RALPH LAUREN CORP CL A 751212101 22899 221330 SH SOLE 221330 0 0 REGAL BELOIT CORP COM 758750103 2211 31560 SH SOLE 31560 0 0 RH COM 74967X103 31422 262240 SH SOLE 262240 0 0 RIO TINTO PLC SPONSORED ADR 767204100 5837 120400 SH SOLE 120400 0 0 ROSS STORES INC COM 778296103 6569 78958 SH SOLE 78958 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 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AIRLS CO COM 844741108 13697 294690 SH SOLE 294690 0 0 STAMPS COM INC COM NEW 852857200 6850 44010 SH SOLE 44010 0 0 T MOBILE US INC COM 872590104 186769 2936159 SH SOLE 2936159 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5438 147330 SH SOLE 147330 0 0 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 6476 385000 SH SOLE 385000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 77703 754834 SH SOLE 754834 0 0 TAL ED GROUP SPONSORED ADS 874080104 5200 194890 SH SOLE 194890 0 0 TARGET CORP COM 87612E106 17665 267290 SH SOLE 267290 0 0 TECK RESOURCES LTD CL B 878742204 5924 275000 SH SOLE 275000 0 0 TEMPUR SEALY INTL INC COM 88023U101 25655 619678 SH SOLE 619678 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 3720 241220 SH SOLE 241220 0 0 TEXAS INSTRS INC COM 882508104 5195 54970 SH SOLE 54970 0 0 TEXAS ROADHOUSE INC COM 882681109 29894 500740 SH SOLE 500740 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 4928 22020 SH SOLE 22020 0 0 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 5648 368179 SH SOLE 368179 0 0 TJX COS INC NEW COM 872540109 4778 106790 SH SOLE 106790 0 0 TORO CO COM 891092108 5136 91920 SH SOLE 91920 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 11077 222780 SH SOLE 222780 0 0 TRACTOR SUPPLY CO COM 892356106 1744 20900 SH SOLE 20900 0 0 TRANSDIGM GROUP INC COM 893641100 6726 19780 SH SOLE 19780 0 0 TRANSOCEAN LTD REG SHS H8817H100 6278 904675 SH SOLE 904675 0 0 TWITTER INC COM 90184L102 7332 255120 SH SOLE 255120 0 0 ULTA BEAUTY INC COM 90384S303 19411 79280 SH SOLE 79280 0 0 UNITED CONTL HLDGS INC COM 910047109 35456 423460 SH SOLE 423460 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 3757 32230 SH SOLE 32230 0 0 VALE S A ADR 91912E105 5425 411330 SH SOLE 411330 0 0 VIACOM INC NEW CL B 92553P201 6357 247340 SH SOLE 247340 0 0 VISA INC COM CL A 92826C839 5151 39040 SH SOLE 39040 0 0 VMWARE INC CL A COM 928563402 5504 40140 SH SOLE 40140 0 0 WALMART INC COM 931142103 21978 235940 SH SOLE 235940 0 0 WARRIOR MET COAL INC COM 93627C101 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