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
* APPLE INC COM COM 037833100 11,283 89,960 SH   SOLE   89,960 0 0
* ADEPTUS HEALTH INC CL A COM 006855100 511 5,375 SH   SOLE   5,375 0 0
* AON PLC SHS CL A SHS CL A G0408V102 8,478 85,050 SH   SOLE   85,050 0 0
* AVALONBAY CMNTYS INC COM COM 053484101 959 6,000 SH   SOLE   6,000 0 0
* ARMSTRONG WORLD INDS INC NEW COM COM 04247X102 1,010 18,950 SH   SOLE   18,950 0 0
* BROOKFIELD ASSET MGMT INC CL A LTD VT SH COM 112585104 6,112 174,992 SH   SOLE   174,992 0 0
* BERRY PLASTICS GROUP INC COM COM 08579W103 3,813 117,700 SH   SOLE   117,700 0 0
* BANK NEW YORK MELLON CORP COM COM 064058100 3,185 75,888 SH   SOLE   75,888 0 0
* BALL CORP COM COM 058498106 1,831 26,100 SH   SOLE   26,100 0 0
* BAYTEX ENERGY CORP COM COM 07317Q105 2,618 168,290 SH   SOLE   168,290 0 0
* BUFFALO WILD WINGS INC COM COM 119848109 3,232 20,625 SH   SOLE   20,625 0 0
* CBS CORP NEW CL B COM 124857202 2,022 36,435 SH   SOLE   36,435 0 0
* CARNIVAL CORP PAIRED CTF COM 143658300 731 14,800 SH   SOLE   14,800 0 0
* COMCAST CORP NEW CL A COM 20030N101 7,306 121,480 SH   SOLE   121,480 0 0
* CANADIAN NATL RY CO COM COM 136375102 5,285 91,575 SH   SOLE   91,575 0 0
* CAPITAL ONE FINL CORP COM COM 14040H105 2,353 26,750 SH   SOLE   26,750 0 0
* CANADIAN PAC RY LTD COM COM 13645T100 1,976 12,345 SH   SOLE   12,345 0 0
* CARTER INC COM COM 146229109 442 4,155 SH   SOLE   4,155 0 0
* SALESFORCE COM INC COM COM 79466L302 3,005 43,150 SH   SOLE   43,150 0 0
* CST BRANDS INC COM COM 12646R105 3,596 92,058 SH   SOLE   92,058 0 0
* CENOVUS ENERGY INC COM COM 15135U109 3,894 243,615 SH   SOLE   243,615 0 0
* CONCHO RES INC COM COM 20605P101 10,131 88,980 SH   SOLE   88,980 0 0
* CONCORDIA HEALTHCARE CORP COM ADDED COM 206519100 1,945 26,924 SH   SOLE   26,924 0 0
* DOLLAR GEN CORP NEW COM COM 256677105 816 10,500 SH   SOLE   10,500 0 0
* DISNEY WALT CO COM DISNEY COM 254687106 17,413 152,560 SH   SOLE   152,560 0 0
* DICKS SPORTING GOODS INC COM COM 253393102 393 7,600 SH   SOLE   7,600 0 0
* DOMINOS PIZZA INC COM COM 25754A201 4,150 36,595 SH   SOLE   36,595 0 0
* ENCANA CORP COM COM 292505104 3,496 317,470 SH   SOLE   317,470 0 0
* ECHO GLOBAL LOGISTICS INC COM COM 27875T101 2,085 63,850 SH   SOLE   63,850 0 0
* ENBRIDGE INC COM COM 29250N105 17,655 377,610 SH   SOLE   377,610 0 0
* EXPRESS SCRIPTS HLDG CO COM COM 30219G108 4,202 47,250 SH   SOLE   47,250 0 0
* EAGLE MATERIALS INC COM COM 26969P108 395 5,179 SH   SOLE   5,179 0 0
* FACEBOOK INC CL A COM 30303M102 397 4,630 SH   SOLE   4,630 0 0
* FEDEX CORP COM COM 31428X106 2,018 11,840 SH   SOLE   11,840 0 0
* FITBIT INC CL A ADDED COM 33812L102 3,353 87,710 SH   SOLE   87,710 0 0
* FIVE BELOW INC COM COM 33829M101 415 10,500 SH   SOLE   10,500 0 0
* FLEETCOR TECHNOLOGIES INC COM COM 339041105 418 2,680 SH   SOLE   2,680 0 0
* FRANCO NEVADA CORP COM COM 351858105 357 7,500 SH   SOLE   7,500 0 0
* GODADDY INC CL A ADDED COM 380237107 1,968 69,800 SH   SOLE   69,800 0 0
* HALLIBURTON CO COM COM 406216101 1,247 28,955 SH   SOLE   28,955 0 0
* HUDBAY MINERALS INC COM COM 443628102 1,459 175,325 SH   SOLE   175,325 0 0
* HILTON WORLDWIDE HLDGS INC COM COM 43300A104 4,033 146,405 SH   SOLE   146,405 0 0
* INGERSOLL-RAND PLC SHS COM G47791101 1,060 15,725 SH   SOLE   15,725 0 0
* SPDR SERIES TRUST S&P BK ETF COM 78464A797 4,050 111,700 SH   SOLE   111,700 0 0
* LAMAR ADVERTISING CO NEW CL A COM 512816109 30,718 534,420 SH   SOLE   534,420 0 0
* LOCKHEED MARTIN CORP COM COM 539830109 269 1,445 SH   SOLE   1,445 0 0
* LINCOLN NATL CORP IND COM COM 534187109 243 4,100 SH   SOLE   4,100 0 0
* MASTERCARD INC CL A COM 57636Q104 14,051 150,310 SH   SOLE   150,310 0 0
* MCDONALDS CORP COM COM 580135101 4,170 43,865 SH   SOLE   43,865 0 0
* MCKESSON CORP COM COM 58155Q103 4,045 17,992 SH   SOLE   17,992 0 0
* MANULIFE FINL CORP COM COM 56501R106 4,520 243,350 SH   SOLE   243,350 0 0
* MAGNA INTL INC COM COM 559222401 4,506 80,340 SH   SOLE   80,340 0 0
* MARTIN MARIETTA MATLS INC COM COM 573284106 8,568 60,550 SH   SOLE   60,550 0 0
* MSCI INC COM COM 55354G100 240 3,900 SH   SOLE   3,900 0 0
* MICROSOFT CORP COM COM 594918104 1,948 44,125 SH   SOLE   44,125 0 0
* NORWEGIAN CRUISE LINE HLDGS SHS COM G66721104 29,638 528,875 SH   SOLE   528,875 0 0
* NEWFIELD EXPL CO COM COM 651290108 6,079 168,300 SH   SOLE   168,300 0 0
* NIKE INC CL B COM 654106103 4,043 37,425 SH   SOLE   37,425 0 0
* NORTHERN TR CORP COM COM 665859104 2,894 37,850 SH   SOLE   37,850 0 0
NVR INC COM COM 62944T105 9,226 6,885 SH   SOLE   6,885 0 0
* NEWELL RUBBERMAID INC COM COM 651229106 3,184 77,450 SH   SOLE   77,450 0 0
* ORACLE CORP COM COM 68389X105 1,994 49,481 SH   SOLE   49,481 0 0
* O REILLY AUTOMOTIVE INC NEW COM COM 67103H107 5,198 23,000 SH   SOLE   23,000 0 0
* OPEN TEXT CORP COM COM 683715106 390 9,625 SH   SOLE   9,625 0 0
* OUTFRONT MEDIA INC COM COM 69007J106 375 14,850 SH   SOLE   14,850 0 0
* PDC ENERGY INC COM COM 69327R101 6,375 118,850 SH   SOLE   118,850 0 0
* DAVE & BUSTERS ENTMT INC COM COM 238337109 3,219 89,200 SH   SOLE   89,200 0 0
* POOL CORPORATION COM COM 73278L105 4,053 57,750 SH   SOLE   57,750 0 0
* RESTAURANT BRANDS INTL INC COM COM 76131D103 4,066 106,424 SH   SOLE   106,424 0 0
* RESTORATION HARDWARE HLDGS I COM COM 761283100 420 4,300 SH   SOLE   4,300 0 0
* ROPER TECHNOLOGIES INC COM COM 776696106 12,682 73,535 SH   SOLE   73,535 0 0
* ROYAL BK CDA MONTREAL QUE COM COM 780087102 1,431 23,410 SH   SOLE   23,410 0 0
* STARBUCKS CORP COM COM 855244109 6,723 125,391 SH   SOLE   125,391 0 0
* SIX FLAGS ENTMT CORP NEW COM COM 83001A102 18,822 419,655 SH   SOLE   419,655 0 0
* U S SILICA HLDGS INC COM COM 90346E103 566 19,285 SH   SOLE   19,285 0 0
* SIMON PPTY GROUP INC NEW COM COM 828806109 7,102 41,050 SH   SOLE   41,050 0 0
* SPLUNK INC COM COM 848637104 1,930 27,725 SH   SOLE   27,725 0 0
* SS&C TECHNOLOGIES HLDGS INC COM COM 78467J100 14,989 239,823 SH   SOLE   239,823 0 0
* SUNCOR ENERGY INC NEW COM COM 867224107 969 35,200 SH   SOLE   35,200 0 0
* TELUS CORP COM COM 87971M103 1,063 30,885 SH   SOLE   30,885 0 0
* MOLSON COORS BREWING CO CL B COM 60871R209 2,939 42,095 SH   SOLE   42,095 0 0
* TORONTO DOMINION BK ONT COM NEW COM 891160509 234 5,500 SH   SOLE   5,500 0 0
* TRACTOR SUPPLY CO COM COM 892356106 8,182 90,975 SH   SOLE   90,975 0 0
* TYLER TECHNOLOGIES INC COM COM 902252105 8,144 62,950 SH   SOLE   62,950 0 0
* AMERCO COM COM 023586100 1,857 5,680 SH   SOLE   5,680 0 0
* UNIFIRST CORP MASS COM COM 904708104 19,994 178,757 SH   SOLE   178,757 0 0
* UNION PAC CORP COM COM 907818108 5,298 55,552 SH   SOLE   55,552 0 0
* VISA INC COM CL A COM 92826C839 1,593 23,720 SH   SOLE   23,720 0 0
* VALERO ENERGY CORP NEW COM COM 91913Y100 2,145 34,270 SH   SOLE   34,270 0 0
* WABTEC CORP COM COM 929740108 1,616 17,150 SH   SOLE   17,150 0 0
* WHITING PETE CORP NEW COM COM 966387102 3,944 117,380 SH   SOLE   117,380 0 0
* CIMAREX ENERGY CO COM COM 171798101 9,279 84,120 SH   SOLE   84,120 0 0