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
58 COM INC SPON ADR REP A 31680Q104 4,796 73,020 SH   SOLE   73,020 0 0
ABERCROMBIE & FITCH CO CL A 002896207 24,140 880,690 SH   SOLE   880,690 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 2,631 89,770 SH   SOLE   89,770 0 0
ADOBE INC COM 00724F101 107,686 404,089 SH   SOLE   404,089 0 0
AIR PRODS & CHEMS INC COM 009158106 3,630 19,010 SH   SOLE   19,010 0 0
AK STL HLDG CORP COM 001547108 4,835 1,758,250 SH   SOLE   1,758,250 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,989 97,460 SH   SOLE   97,460 0 0
ALASKA AIR GROUP INC COM 011659109 6,417 114,350 SH   SOLE   114,350 0 0
ALCOA CORP COM 013872106 4,019 142,710 SH   SOLE   142,710 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 209,569 1,148,640 SH   SOLE   1,148,640 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 3,081 33,970 SH   SOLE   33,970 0 0
ALLERGAN PLC SHS G0177J108 7,351 50,210 SH   SOLE   50,210 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 300,011 3,210,387 SH   SOLE   3,210,387 0 0
ALPHABET INC CAP STK CL C 02079K107 372,539 317,511 SH   SOLE   317,511 0 0
ALTRIA GROUP INC COM 02209S103 754 13,130 SH   SOLE   13,130 0 0
AMAZON COM INC COM 023135106 16,935 9,510 SH   SOLE   9,510 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 5,343 359,770 SH   SOLE   359,770 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 11,112 349,880 SH   SOLE   349,880 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 82,374 980,992 SH   SOLE   980,992 0 0
ANTHEM INC COM 036752103 207,817 724,153 SH   SOLE   724,153 0 0
APPLE INC COM 037833100 7,524 39,610 SH   SOLE   39,610 0 0
ARCH COAL INC CL A 039380407 7,070 77,460 SH   SOLE   77,460 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 13,148 304,850 SH   SOLE   304,850 0 0
ARCONIC INC COM 03965L100 6,122 320,360 SH   SOLE   320,360 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 34,613 870,764 SH   SOLE   870,764 0 0
ATLANTICA YIELD PLC SHS G0751N103 5,508 283,030 SH   SOLE   283,030 0 0
AUTODESK INC COM 052769106 5,837 37,460 SH   SOLE   37,460 0 0
AUTOZONE INC COM 053332102 20,688 20,201 SH   SOLE   20,201 0 0
AVAYA HLDGS CORP COM 05351X101 7,950 472,350 SH   SOLE   472,350 0 0
AVIS BUDGET GROUP INC COM 053774105 3,105 89,080 SH   SOLE   89,080 0 0
B & G FOODS INC NEW COM 05508R106 179 7,330 SH   SOLE   7,330 0 0
B2GOLD CORP COM 11777Q209 5,123 1,823,180 SH   SOLE   1,823,180 0 0
BARNES & NOBLE INC COM 067774109 9,620 1,771,630 SH   SOLE   1,771,630 0 0
BAUSCH HEALTH COS INC COM 071734107 8,087 327,510 SH   SOLE   327,510 0 0
BAXTER INTL INC COM 071813109 5,275 64,870 SH   SOLE   64,870 0 0
BED BATH & BEYOND INC COM 075896100 8,141 479,170 SH   SOLE   479,170 0 0
BEST BUY INC COM 086516101 20,661 290,750 SH   SOLE   290,750 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,461 241,950 SH   SOLE   241,950 0 0
BLOOMIN BRANDS INC COM 094235108 7,323 358,070 SH   SOLE   358,070 0 0
BOOKING HLDGS INC COM 09857L108 70,941 40,656 SH   SOLE   40,656 0 0
BOSTON BEER INC CL A 100557107 2,523 8,560 SH   SOLE   8,560 0 0
BOYD GAMING CORP COM 103304101 12,839 469,260 SH   SOLE   469,260 0 0
BRINKER INTL INC COM 109641100 10,429 234,990 SH   SOLE   234,990 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 6,587 138,060 SH   SOLE   138,060 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 96,322 2,308,776 SH   SOLE   2,308,776 0 0
BROADCOM INC COM 11135F101 7,767 25,830 SH   SOLE   25,830 0 0
BURLINGTON STORES INC COM 122017106 76,511 488,325 SH   SOLE   488,325 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,174 97,220 SH   SOLE   97,220 0 0
CAMPBELL SOUP CO COM 134429109 3,835 100,570 SH   SOLE   100,570 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 5,622 122,890 SH   SOLE   122,890 0 0
CARBONITE INC COM 141337105 6,863 276,620 SH   SOLE   276,620 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 6,598 1,771,350 SH   SOLE   1,771,350 0 0
CENTENE CORP DEL COM 15135B101 206,564 3,890,086 SH   SOLE   3,890,086 0 0
CERNER CORP COM 156782104 3,088 53,980 SH   SOLE   53,980 0 0
CF INDS HLDGS INC COM 125269100 6,677 163,340 SH   SOLE   163,340 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,731 45,310 SH   SOLE   45,310 0 0
CHEESECAKE FACTORY INC COM 163072101 20,881 426,830 SH   SOLE   426,830 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 5,463 107,130 SH   SOLE   107,130 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 47,669 67,110 SH   SOLE   67,110 0 0
CHURCH & DWIGHT INC COM 171340102 2,393 33,590 SH   SOLE   33,590 0 0
CHURCHILL DOWNS INC COM 171484108 10,520 116,550 SH   SOLE   116,550 0 0
CIGNA CORP NEW COM 125523100 5,146 32,000 SH   SOLE   32,000 0 0
CINEMARK HOLDINGS INC COM 17243V102 13,008 325,270 SH   SOLE   325,270 0 0
CINTAS CORP COM 172908105 3,767 18,640 SH   SOLE   18,640 0 0
CIT GROUP INC COM NEW 125581801 5,186 108,110 SH   SOLE   108,110 0 0
CITIZENS FINL GROUP INC COM 174610105 4,809 147,980 SH   SOLE   147,980 0 0
CITRIX SYS INC COM 177376100 5,296 53,140 SH   SOLE   53,140 0 0
CNOOC LTD SPONSORED ADR 126132109 5,844 31,460 SH   SOLE   31,460 0 0
COCA COLA CO COM 191216100 895 19,110 SH   SOLE   19,110 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,708 78,780 SH   SOLE   78,780 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 5,982 395,080 SH   SOLE   395,080 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 11,052 106,090 SH   SOLE   106,090 0 0
COMMSCOPE HLDG CO INC COM 20337X109 218,205 10,041,636 SH   SOLE   10,041,636 0 0
COMMVAULT SYSTEMS INC COM 204166102 6,739 104,090 SH   SOLE   104,090 0 0
CONOCOPHILLIPS COM 20825C104 5,505 82,480 SH   SOLE   82,480 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,508 20,010 SH   SOLE   20,010 0 0
CORNING INC COM 219350105 7,605 229,760 SH   SOLE   229,760 0 0
CREDIT ACCEP CORP MICH COM 225310101 5,676 12,560 SH   SOLE   12,560 0 0
CROCS INC COM 227046109 19,762 767,460 SH   SOLE   767,460 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 3,155 72,220 SH   SOLE   72,220 0 0
DARDEN RESTAURANTS INC COM 237194105 6,440 53,020 SH   SOLE   53,020 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 615 12,340 SH   SOLE   12,340 0 0
DECKERS OUTDOOR CORP COM 243537107 29,546 201,010 SH   SOLE   201,010 0 0
DEERE & CO COM 244199105 2,198 13,750 SH   SOLE   13,750 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 9,674 187,300 SH   SOLE   187,300 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 1,027 6,280 SH   SOLE   6,280 0 0
DICKS SPORTING GOODS INC COM 253393102 6,803 184,808 SH   SOLE   184,808 0 0
DILLARDS INC CL A 254067101 12,890 178,980 SH   SOLE   178,980 0 0
DOLLAR GEN CORP NEW COM 256677105 10,588 88,750 SH   SOLE   88,750 0 0
DOW INC COM 260557103 68,800 1,332,560 SH   SOLE   1,332,560 0 0
DOWDUPONT INC COM 26078J100 197,577 3,706,184 SH   SOLE   3,706,184 0 0
DOWDUPONT INC WHEN ISSUED 26078J118 20,589 570,800 SH   SOLE   570,800 0 0
DUNKIN BRANDS GROUP INC COM 265504100 19,411 258,470 SH   SOLE   258,470 0 0
DXC TECHNOLOGY CO COM 23355L106 344,498 5,356,833 SH   SOLE   5,356,833 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 6,371 137,220 SH   SOLE   137,220 0 0
EAGLE MATERIALS INC COM 26969P108 150,876 1,789,755 SH   SOLE   1,789,755 0 0
EBAY INC COM 278642103 5,581 150,280 SH   SOLE   150,280 0 0
EL POLLO LOCO HLDGS INC COM 268603107 4,886 375,580 SH   SOLE   375,580 0 0
ENDO INTL PLC SHS G30401106 3,847 479,060 SH   SOLE   479,060 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 6,673 148,510 SH   SOLE   148,510 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 4,506 235,546 SH   SOLE   235,546 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,335 44,830 SH   SOLE   44,830 0 0
FACEBOOK INC CL A 30303M102 5,654 33,920 SH   SOLE   33,920 0 0
FASTENAL CO COM 311900104 2,923 45,450 SH   SOLE   45,450 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 3,818 257,130 SH   SOLE   257,130 0 0
FISERV INC COM 337738108 283,789 3,214,646 SH   SOLE   3,214,646 0 0
FIVE BELOW INC COM 33829M101 460 3,700 SH   SOLE   3,700 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 57,757 234,223 SH   SOLE   234,223 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 12,677 307,540 SH   SOLE   307,540 0 0
FLOWERS FOODS INC COM 343498101 3,188 149,540 SH   SOLE   149,540 0 0
FORD MTR CO DEL COM 345370860 2,540 289,290 SH   SOLE   289,290 0 0
GENESCO INC COM 371532102 1,133 24,879 SH   SOLE   24,879 0 0
GENWORTH FINL INC COM CL A 37247D106 6,890 1,799,060 SH   SOLE   1,799,060 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,545 34,090 SH   SOLE   34,090 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 13,689 754,210 SH   SOLE   754,210 0 0
GOPRO INC CL A 38268T103 26,478 4,073,560 SH   SOLE   4,073,560 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 102,929 8,149,532 SH   SOLE   8,149,532 0 0
GRAY TELEVISION INC COM 389375106 5,371 251,450 SH   SOLE   251,450 0 0
GROUPON INC COM 399473107 24,540 6,912,790 SH   SOLE   6,912,790 0 0
GRUBHUB INC COM 400110102 2,985 42,970 SH   SOLE   42,970 0 0
GUESS INC COM 401617105 26,990 1,377,030 SH   SOLE   1,377,030 0 0
HANESBRANDS INC COM 410345102 3,065 171,420 SH   SOLE   171,420 0 0
HARLEY DAVIDSON INC COM 412822108 4,275 119,880 SH   SOLE   119,880 0 0
HASBRO INC COM 418056107 5,618 66,080 SH   SOLE   66,080 0 0
HCA HEALTHCARE INC COM 40412C101 4,125 31,640 SH   SOLE   31,640 0 0
HEARTLAND EXPRESS INC COM 422347104 6,736 349,370 SH   SOLE   349,370 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,585 13,670 SH   SOLE   13,670 0 0
HERSHEY CO COM 427866108 1,838 16,010 SH   SOLE   16,010 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 7,139 410,970 SH   SOLE   410,970 0 0
HIBBETT SPORTS INC COM 428567101 5,734 251,390 SH   SOLE   251,390 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 33,097 398,233 SH   SOLE   398,233 0 0
HORIZON PHARMA PLC SHS G4617B105 5,007 189,440 SH   SOLE   189,440 0 0
HOSTESS BRANDS INC CL A 44109J106 120 9,560 SH   SOLE   9,560 0 0
HUMANA INC COM 444859102 164,374 617,948 SH   SOLE   617,948 0 0
HUNTSMAN CORP COM 447011107 8,965 398,620 SH   SOLE   398,620 0 0
IAC INTERACTIVECORP COM 44919P508 6,758 32,166 SH   SOLE   32,166 0 0
INFOSYS LTD SPONSORED ADR 456788108 5,657 517,550 SH   SOLE   517,550 0 0
INGERSOLL-RAND PLC SHS G47791101 4,900 45,390 SH   SOLE   45,390 0 0
INPHI CORP COM 45772F107 31,874 728,709 SH   SOLE   728,709 0 0
INTUIT COM 461202103 2,303 8,810 SH   SOLE   8,810 0 0
J & J SNACK FOODS CORP COM 466032109 405 2,550 SH   SOLE   2,550 0 0
JACK IN THE BOX INC COM 466367109 10,364 127,850 SH   SOLE   127,850 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5,581 39,040 SH   SOLE   39,040 0 0
JETBLUE AWYS CORP COM 477143101 1,666 101,860 SH   SOLE   101,860 0 0
JOHNSON & JOHNSON COM 478160104 8,390 60,020 SH   SOLE   60,020 0 0
JPMORGAN CHASE & CO COM 46625H100 13,521 133,570 SH   SOLE   133,570 0 0
KELLOGG CO COM 487836108 2,681 46,720 SH   SOLE   46,720 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,504 51,650 SH   SOLE   51,650 0 0
KIMBERLY CLARK CORP COM 494368103 4,780 38,580 SH   SOLE   38,580 0 0
KKR & CO INC CL A 48251W104 102,900 4,380,590 SH   SOLE   4,380,590 0 0
KOHLS CORP COM 500255104 770 11,200 SH   SOLE   11,200 0 0
KROGER CO COM 501044101 13,453 546,890 SH   SOLE   546,890 0 0
L3 TECHNOLOGIES INC COM 502413107 4,495 21,780 SH   SOLE   21,780 0 0
LA Z BOY INC COM 505336107 10,752 325,920 SH   SOLE   325,920 0 0
LAM RESEARCH CORP COM 512807108 6,661 37,210 SH   SOLE   37,210 0 0
LAS VEGAS SANDS CORP COM 517834107 101,169 1,659,593 SH   SOLE   1,659,593 0 0
LEAR CORP COM NEW 521865204 3,157 23,260 SH   SOLE   23,260 0 0
LIBERTY EXPEDIA HLDGS INC SER A COM 53046P109 6,526 152,470 SH   SOLE   152,470 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 5,973 420,940 SH   SOLE   420,940 0 0
LIVANOVA PLC SHS G5509L101 5,705 58,660 SH   SOLE   58,660 0 0
LOWES COS INC COM 548661107 259,515 2,370,651 SH   SOLE   2,370,651 0 0
LPL FINL HLDGS INC COM 50212V100 6,294 90,360 SH   SOLE   90,360 0 0
LULULEMON ATHLETICA INC COM 550021109 13,423 81,910 SH   SOLE   81,910 0 0
LUXOFT HLDG INC ORD SHS CL A G57279104 5,439 92,640 SH   SOLE   92,640 0 0
M & T BK CORP COM 55261F104 13,530 86,170 SH   SOLE   86,170 0 0
MACYS INC COM 55616P104 9,059 376,990 SH   SOLE   376,990 0 0
MADDEN STEVEN LTD COM 556269108 1,589 46,960 SH   SOLE   46,960 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 19,264 65,719 SH   SOLE   65,719 0 0
MARINEMAX INC COM 567908108 897 46,828 SH   SOLE   46,828 0 0
MASTERCARD INC CL A 57636Q104 5,771 24,510 SH   SOLE   24,510 0 0
MCDONALDS CORP COM 580135101 34,643 182,430 SH   SOLE   182,430 0 0
MEDICINES CO COM 584688105 106,611 3,814,352 SH   SOLE   3,814,352 0 0
MERCER INTL INC COM 588056101 3,385 250,549 SH   SOLE   250,549 0 0
METHANEX CORP COM 59151K108 2,481 43,680 SH   SOLE   43,680 0 0
MICRON TECHNOLOGY INC COM 595112103 5,422 131,190 SH   SOLE   131,190 0 0
MICROSOFT CORP COM 594918104 411,440 3,488,553 SH   SOLE   3,488,553 0 0
MOLINA HEALTHCARE INC COM 60855R100 7,072 49,820 SH   SOLE   49,820 0 0
MOLSON COORS BREWING CO CL B 60871R209 9,747 163,410 SH   SOLE   163,410 0 0
MONDELEZ INTL INC CL A 609207105 655 13,130 SH   SOLE   13,130 0 0
MONRO INC COM 610236101 23,121 267,230 SH   SOLE   267,230 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,873 125,930 SH   SOLE   125,930 0 0
MORGAN STANLEY COM NEW 617446448 6,766 160,320 SH   SOLE   160,320 0 0
NETEASE INC SPONSORED ADR 64110W102 19,317 80,005 SH   SOLE   80,005 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,923 32,450 SH   SOLE   32,450 0 0
NIKE INC CL B 654106103 132,850 1,577,599 SH   SOLE   1,577,599 0 0
NOKIA CORP SPONSORED ADR 654902204 5,262 919,900 SH   SOLE   919,900 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 3,247 67,850 SH   SOLE   67,850 0 0
NUCOR CORP COM 670346105 6,297 107,920 SH   SOLE   107,920 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 25,620 65,980 SH   SOLE   65,980 0 0
ONEMAIN HLDGS INC COM 68268W103 6,165 194,160 SH   SOLE   194,160 0 0
OWENS CORNING NEW COM 690742101 90,541 1,921,498 SH   SOLE   1,921,498 0 0
OXFORD INDS INC COM 691497309 6,548 87,010 SH   SOLE   87,010 0 0
PAPA JOHNS INTL INC COM 698813102 20,702 390,980 SH   SOLE   390,980 0 0
PEABODY ENERGY CORP NEW COM 704551100 5,188 183,110 SH   SOLE   183,110 0 0
PENN NATL GAMING INC COM 707569109 1,331 66,240 SH   SOLE   66,240 0 0
PERSPECTA INC COM 715347100 159,847 7,905,402 SH   SOLE   7,905,402 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 5,632 353,760 SH   SOLE   353,760 0 0
PLANET FITNESS INC CL A 72703H101 13,475 196,080 SH   SOLE   196,080 0 0
POPULAR INC COM NEW 733174700 5,055 96,960 SH   SOLE   96,960 0 0
POST HLDGS INC COM 737446104 1,201 10,980 SH   SOLE   10,980 0 0
PPG INDS INC COM 693506107 2,493 22,090 SH   SOLE   22,090 0 0
PVH CORP COM 693656100 4,083 33,480 SH   SOLE   33,480 0 0
QORVO INC COM 74736K101 7,432 103,610 SH   SOLE   103,610 0 0
RENT A CTR INC NEW COM 76009N100 8,142 390,130 SH   SOLE   390,130 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 13,391 205,670 SH   SOLE   205,670 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,650 96,010 SH   SOLE   96,010 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 5,371 209,883 SH   SOLE   209,883 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 16,598 901,570 SH   SOLE   901,570 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 5,675 268,590 SH   SOLE   268,590 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 2,856 36,350 SH   SOLE   36,350 0 0
SEAWORLD ENTMT INC COM 81282V100 762 29,580 SH   SOLE   29,580 0 0
SHAKE SHACK INC CL A 819047101 10,065 170,160 SH   SOLE   170,160 0 0
SHERWIN WILLIAMS CO COM 824348106 14,429 33,500 SH   SOLE   33,500 0 0
SHUTTERFLY INC COM 82568P304 31,054 764,135 SH   SOLE   764,135 0 0
SIGNET JEWELERS LIMITED SHS G81276100 28,537 1,050,710 SH   SOLE   1,050,710 0 0
SINA CORP ORD G81477104 4,735 79,930 SH   SOLE   79,930 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 10,554 213,870 SH   SOLE   213,870 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,330 40,370 SH   SOLE   40,370 0 0
SLEEP NUMBER CORP COM 83125X103 1,676 35,663 SH   SOLE   35,663 0 0
SMUCKER J M CO COM NEW 832696405 8,280 71,070 SH   SOLE   71,070 0 0
SNAP ON INC COM 833034101 7,705 49,230 SH   SOLE   49,230 0 0
SONY CORP SPONSORED ADR 835699307 4,825 114,220 SH   SOLE   114,220 0 0
SOTHEBYS COM 835898107 1,720 45,560 SH   SOLE   45,560 0 0
SOUTHWEST AIRLS CO COM 844741108 1,899 36,590 SH   SOLE   36,590 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 141,959 2,228,910 SH   SOLE   2,228,910 0 0
SYNOPSYS INC COM 871607107 52,830 458,789 SH   SOLE   458,789 0 0
T MOBILE US INC COM 872590104 237,328 3,434,562 SH   SOLE   3,434,562 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,801 141,620 SH   SOLE   141,620 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 35,478 1,741,666 SH   SOLE   1,741,666 0 0
TAPESTRY INC COM 876030107 5,369 165,260 SH   SOLE   165,260 0 0
TARGET CORP COM 87612E106 3,179 39,611 SH   SOLE   39,611 0 0
TECK RESOURCES LTD CL B 878742204 5,689 245,440 SH   SOLE   245,440 0 0
TEMPUR SEALY INTL INC COM 88023U101 36,769 637,570 SH   SOLE   637,570 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,952 102,370 SH   SOLE   102,370 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,482 94,530 SH   SOLE   94,530 0 0
TEXAS INSTRS INC COM 882508104 5,561 52,430 SH   SOLE   52,430 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 99,410 2,324,830 SH   SOLE   2,324,830 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,218 26,370 SH   SOLE   26,370 0 0
TIFFANY & CO NEW COM 886547108 12,874 121,970 SH   SOLE   121,970 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 5,333 353,660 SH   SOLE   353,660 0 0
TIVITY HEALTH INC COM 88870R102 625 35,580 SH   SOLE   35,580 0 0
TJX COS INC NEW COM 872540109 1,047 19,680 SH   SOLE   19,680 0 0
TORO CO COM 891092108 11,202 162,730 SH   SOLE   162,730 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 12,512 230,290 SH   SOLE   230,290 0 0
TRANSDIGM GROUP INC COM 893641100 7,150 15,750 SH   SOLE   15,750 0 0
TRANSOCEAN LTD REG SHS H8817H100 5,681 652,270 SH   SOLE   652,270 0 0
TRIPADVISOR INC COM 896945201 6,402 124,440 SH   SOLE   124,440 0 0
TWITTER INC COM 90184L102 7,603 231,220 SH   SOLE   231,220 0 0
TYSON FOODS INC CL A 902494103 2,586 37,240 SH   SOLE   37,240 0 0
ULTA BEAUTY INC COM 90384S303 16,108 46,190 SH   SOLE   46,190 0 0
UNILEVER N V N Y SHS NEW 904784709 6,116 104,930 SH   SOLE   104,930 0 0
UNITED CONTL HLDGS INC COM 910047109 27,617 346,167 SH   SOLE   346,167 0 0
UNITED NAT FOODS INC COM 911163103 2,471 186,910 SH   SOLE   186,910 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 7,483 55,940 SH   SOLE   55,940 0 0
US FOODS HLDG CORP COM 912008109 119,391 3,419,975 SH   SOLE   3,419,975 0 0
VALE S A SPONSORED ADS 91912E105 5,823 445,880 SH   SOLE   445,880 0 0
VIACOM INC NEW CL B 92553P201 6,780 241,530 SH   SOLE   241,530 0 0
VISA INC COM CL A 92826C839 5,860 37,520 SH   SOLE   37,520 0 0
WALMART INC COM 931142103 3,428 35,150 SH   SOLE   35,150 0 0
WARRIOR MET COAL INC COM 93627C101 7,334 241,250 SH   SOLE   241,250 0 0
WASTE CONNECTIONS INC COM 94106B101 45,034 508,338 SH   SOLE   508,338 0 0
WAYFAIR INC CL A 94419L101 772 5,200 SH   SOLE   5,200 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 1,100 54,566 SH   SOLE   54,566 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 67,438 250,000 SH   SOLE   250,000 0 0
WENDYS CO COM 95058W100 6,940 387,920 SH   SOLE   387,920 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 10,825 98,230 SH   SOLE   98,230 0 0
WILLIAMS SONOMA INC COM 969904101 9,197 163,440 SH   SOLE   163,440 0 0
WINGSTOP INC COM 974155103 10,009 131,650 SH   SOLE   131,650 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 7,258 83,640 SH   SOLE   83,640 0 0
WYNN RESORTS LTD COM 983134107 106,556 893,024 SH   SOLE   893,024 0 0
YELP INC CL A 985817105 6,372 184,700 SH   SOLE   184,700 0 0
YUM BRANDS INC COM 988498101 17,974 180,080 SH   SOLE   180,080 0 0
YY INC SPONSORED ADS A 98426T106 6,532 77,750 SH   SOLE   77,750 0 0
ZUMIEZ INC COM 989817101 6,559 263,520 SH   SOLE   263,520 0 0