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
ALLEGION PUB LTD CO ORD SHS G0176J109 3,270 47,092 SH   SOLE   47,092 0 0
ALLERGAN PLC SHS G0177J108 102 441 SH   SOLE   441 0 0
ATLASSIAN CORP PLC CL A G06242104 111 4,300 SH   SOLE   4,300 0 0
CREDICORP LTD COM G2519Y108 103 670 SH   SOLE   670 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 38,248 610,990 SH   SOLE   610,990 0 0
FABRINET SHS G3323L100 8,613 232,025 SH   SOLE   232,025 0 0
MEDTRONIC PLC SHS G5960L103 39,896 459,790 SH   SOLE   459,790 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 37 750 SH   SOLE   750 0 0
NABORS INDUSTRIES LTD SHS G6359F103 225 22,400 SH   SOLE   22,400 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 386 21,880 SH   SOLE   21,880 0 0
STERIS PLC SHS USD G84720104 18,396 267,577 SH   SOLE   267,577 0 0
PERRIGO CO PLC SHS G97822103 158 1,740 SH   SOLE   1,740 0 0
TRANSOCEAN LTD REG SHS H8817H100 138 11,600 SH   SOLE   11,600 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 108 2,260 SH   SOLE   2,260 0 0
INTERXION HOLDING N.V SHS N47279109 14,641 396,982 SH   SOLE   396,982 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 32,525 704,930 SH   SOLE   704,930 0 0
NXP SEMICONDUCTORS N V COM N6596X109 35,727 456,050 SH   SOLE   456,050 0 0
BROADCOM LTD SHS Y09827109 96 620 SH   SOLE   620 0 0
ABBOTT LABS COM 002824100 71 1,800 SH   SOLE   1,800 0 0
ABBVIE INC COM 00287Y109 111 1,800 SH   SOLE   1,800 0 0
ABIOMED INC COM 003654100 33,178 303,577 SH   SOLE   303,577 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 12,343 222,801 SH   SOLE   222,801 0 0
ADOBE SYS INC COM 00724F101 45,876 478,920 SH   SOLE   478,920 0 0
AGNICO EAGLE MINES LTD COM 008474108 4,013 75,000 SH   SOLE   75,000 0 0
ALBANY INTL CORP CL A 012348108 5,632 141,044 SH   SOLE   141,044 0 0
ALIGN TECHNOLOGY INC COM 016255101 4,393 54,540 SH   SOLE   54,540 0 0
ALPHABET INC CAP STK CL C 02079K107 37,647 54,395 SH   SOLE   54,395 0 0
ALPHABET INC CAP STK CL A 02079K305 162 230 SH   SOLE   230 0 0
AMAZON COM INC COM 023135106 43,417 60,670 SH   SOLE   60,670 0 0
AMEDISYS INC COM 023436108 8,002 158,525 SH   SOLE   158,525 0 0
AMERICAN EXPRESS CO COM 025816109 314 5,175 SH   SOLE   5,175 0 0
AMGEN INC COM 031162100 304 2,000 SH   SOLE   2,000 0 0
ANADARKO PETE CORP COM 032511107 16,401 308,000 SH   SOLE   308,000 0 0
ANSYS INC COM 03662Q105 1,424 15,690 SH   SOLE   15,690 0 0
APACHE CORP COM 037411105 4,610 82,810 SH   SOLE   82,810 0 0
APPLE INC COM 037833100 34,363 359,450 SH   SOLE   359,450 0 0
ARAMARK COM 03852U106 4,791 143,367 SH   SOLE   143,367 0 0
ASTEC INDS INC COM 046224101 10,269 182,885 SH   SOLE   182,885 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 276 3,000 SH   SOLE   3,000 0 0
B & G FOODS INC NEW COM 05508R106 10,161 210,800 SH   SOLE   210,800 0 0
BP PLC SPONSORED ADR 055622104 9,790 275,700 SH   SOLE   275,700 0 0
BMC STK HLDGS INC COM 05591B109 4,322 242,522 SH   SOLE   242,522 0 0
BWX TECHNOLOGIES INC COM 05605H100 13,882 388,090 SH   SOLE   388,090 0 0
BAIDU INC SPON ADR REP A 056752108 107 650 SH   SOLE   650 0 0
BALL CORP COM 058498106 3,919 54,210 SH   SOLE   54,210 0 0
BANCO MACRO SA SPON ADR B 05961W105 171 2,300 SH   SOLE   2,300 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 86 2,470 SH   SOLE   2,470 0 0
BANK AMER CORP COM 060505104 1,460 110,000 SH   SOLE   110,000 0 0
BARD C R INC COM 067383109 4,334 18,431 SH   SOLE   18,431 0 0
BARRICK GOLD CORP COM 067901108 3,950 185,000 SH   SOLE   185,000 0 0
BEACON ROOFING SUPPLY INC COM 073685109 13,554 298,096 SH   SOLE   298,096 0 0
BERRY PLASTICS GROUP INC COM 08579W103 12,002 308,935 SH   SOLE   308,935 0 0
BIOGEN INC COM 09062X103 16,079 66,490 SH   SOLE   66,490 0 0
BLACKBAUD INC COM 09227Q100 5,583 82,218 SH   SOLE   82,218 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 3,231 185,185 SH   SOLE   185,185 0 0
BOEING CO COM 097023105 649 5,000 SH   SOLE   5,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 1,208 600,800 SH   SOLE   600,800 0 0
BORGWARNER INC COM 099724106 305 10,340 SH   SOLE   10,340 0 0
BOYD GAMING CORP COM 103304101 7,325 398,100 SH   SOLE   398,100 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 47,997 652,570 SH   SOLE   652,570 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,540 54,299 SH   SOLE   54,299 0 0
BROADSOFT INC COM 11133B409 8,867 216,120 SH   SOLE   216,120 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 3,713 52,790 SH   SOLE   52,790 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 4,185 372,015 SH   SOLE   372,015 0 0
BURLINGTON STORES INC COM 122017106 14,307 214,468 SH   SOLE   214,468 0 0
CBRE GROUP INC CL A 12504L109 22,881 864,090 SH   SOLE   864,090 0 0
CDK GLOBAL INC COM 12508E101 55 1,000 SH   SOLE   1,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 17,791 239,610 SH   SOLE   239,610 0 0
CME GROUP INC COM 12572Q105 42,860 440,040 SH   SOLE   440,040 0 0
CNOOC LTD SPONSORED ADR 126132109 758 6,080 SH   SOLE   6,080 0 0
CVS HEALTH CORP COM 126650100 27,879 291,200 SH   SOLE   291,200 0 0
CABOT OIL & GAS CORP COM 127097103 5,322 206,770 SH   SOLE   206,770 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,576 106,009 SH   SOLE   106,009 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 3 234 SH   SOLE   234 0 0
CALLIDUS SOFTWARE INC COM 13123E500 7,843 392,555 SH   SOLE   392,555 0 0
CALLON PETE CO DEL COM 13123X102 11,062 985,030 SH   SOLE   985,030 0 0
CANTEL MEDICAL CORP COM 138098108 9,485 137,999 SH   SOLE   137,999 0 0
CARRIZO OIL & GAS INC COM 144577103 9,591 267,519 SH   SOLE   267,519 0 0
CATERPILLAR INC DEL COM 149123101 114 1,500 SH   SOLE   1,500 0 0
CAVIUM INC COM 14964U108 6,985 180,960 SH   SOLE   180,960 0 0
CELANESE CORP DEL COM SER A 150870103 2,044 31,230 SH   SOLE   31,230 0 0
CENTENE CORP DEL COM 15135B101 3,942 55,235 SH   SOLE   55,235 0 0
CHANNELADVISOR CORP COM 159179100 6,471 446,612 SH   SOLE   446,612 0 0
CHENIERE ENERGY INC COM NEW 16411R208 2,335 62,180 SH   SOLE   62,180 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 3,423 114,180 SH   SOLE   114,180 0 0
CHEVRON CORP NEW COM 166764100 15,021 143,285 SH   SOLE   143,285 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,178 30,250 SH   SOLE   30,250 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 131 3,600 SH   SOLE   3,600 0 0
CHUNGHWA TELECOM CO LTD SPON ADR NEW11 17133Q502 99 2,740 SH   SOLE   2,740 0 0
CIMAREX ENERGY CO COM 171798101 7,936 66,510 SH   SOLE   66,510 0 0
CISCO SYS INC COM 17275R102 143 5,000 SH   SOLE   5,000 0 0
CINTAS CORP COM 172908105 1,884 19,200 SH   SOLE   19,200 0 0
CITIGROUP INC COM NEW 172967424 340 8,010 SH   SOLE   8,010 0 0
COACH INC COM 189754104 36,207 888,725 SH   SOLE   888,725 0 0
COCA COLA CO COM 191216100 454 10,020 SH   SOLE   10,020 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 14,402 359,509 SH   SOLE   359,509 0 0
COLFAX CORP COM 194014106 7,868 297,360 SH   SOLE   297,360 0 0
COMMVAULT SYSTEMS INC COM 204166102 13,061 302,397 SH   SOLE   302,397 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 263 29,300 SH   SOLE   29,300 0 0
CONCHO RES INC COM 20605P101 8,397 70,400 SH   SOLE   70,400 0 0
CONOCOPHILLIPS COM 20825C104 5,191 119,060 SH   SOLE   119,060 0 0
CONSOL ENERGY INC COM 20854P109 190 11,830 SH   SOLE   11,830 0 0
CONTINENTAL RESOURCES INC COM 212015101 35,306 779,900 SH   SOLE   779,900 0 0
CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 136 7,300 SH   SOLE   7,300 0 0
COOPER COS INC COM NEW 216648402 3,111 18,135 SH   SOLE   18,135 0 0
COPART INC COM 217204106 3,816 77,855 SH   SOLE   77,855 0 0
COSTAR GROUP INC COM 22160N109 3,292 15,055 SH   SOLE   15,055 0 0
COSTCO WHSL CORP NEW COM 22160K105 26,254 167,180 SH   SOLE   167,180 0 0
CRITEO S A SPONS ADS 226718104 16,057 349,675 SH   SOLE   349,675 0 0
CROWN HOLDINGS INC COM 228368106 4,294 84,744 SH   SOLE   84,744 0 0
CUMMINS INC COM 231021106 34 300 SH   SOLE   300 0 0
CYRUSONE INC COM 23283R100 9,304 167,165 SH   SOLE   167,165 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 179 5,490 SH   SOLE   5,490 0 0
DST SYS INC DEL COM 233326107 13,953 119,838 SH   SOLE   119,838 0 0
DAVIDSTEA INC COM 238661102 107 7,850 SH   SOLE   7,850 0 0
DEERE & CO COM 244199105 113 1,400 SH   SOLE   1,400 0 0
DENTSPLY SIRONA INC COM 24906P109 3,604 58,088 SH   SOLE   58,088 0 0
DEVON ENERGY CORP NEW COM 25179M103 41,247 1,137,840 SH   SOLE   1,137,840 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,727 73,752 SH   SOLE   73,752 0 0
DICKS SPORTING GOODS INC COM 253393102 1,649 36,600 SH   SOLE   36,600 0 0
DIGITAL RLTY TR INC COM 253868103 3,652 33,509 SH   SOLE   33,509 0 0
DISNEY WALT CO COM DISNEY 254687106 18,476 188,880 SH   SOLE   188,880 0 0
DOLBY LABORATORIES INC COM 25659T107 9,271 193,745 SH   SOLE   193,745 0 0
DOMINION MIDSTREAM PARTNERS COM UT REP LTD 257454108 2,578 91,638 SH   SOLE   91,638 0 0
DORMAN PRODUCTS INC COM 258278100 8,551 149,485 SH   SOLE   149,485 0 0
DRIL-QUIP INC COM 262037104 403 6,900 SH   SOLE   6,900 0 0
DUPONT FABROS TECHNOLOGY INC COM 26613Q106 10,539 221,683 SH   SOLE   221,683 0 0
DYCOM INDS INC COM 267475101 14,911 166,120 SH   SOLE   166,120 0 0
ENI S P A SPONSORED ADR 26874R108 3,887 120,140 SH   SOLE   120,140 0 0
EOG RES INC COM 26875P101 42,494 509,400 SH   SOLE   509,400 0 0
EQT CORP COM 26884L109 7,646 98,750 SH   SOLE   98,750 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 4,652 57,930 SH   SOLE   57,930 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 6,190 276,080 SH   SOLE   276,080 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 55,580 557,300 SH   SOLE   557,300 0 0
8X8 INC NEW COM 282914100 8,921 610,612 SH   SOLE   610,612 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 2,945 255,425 SH   SOLE   255,425 0 0
ENCANA CORP COM 292505104 8,466 1,086,790 SH   SOLE   1,086,790 0 0
ENERGEN CORP COM 29265N108 9,659 200,360 SH   SOLE   200,360 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 14,712 285,735 SH   SOLE   285,735 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 14,053 369,139 SH   SOLE   369,139 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 2,488 149,600 SH   SOLE   149,600 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 20,726 708,355 SH   SOLE   708,355 0 0
EQUIFAX INC COM 294429105 4,653 36,237 SH   SOLE   36,237 0 0
EURONET WORLDWIDE INC COM 298736109 16,637 240,448 SH   SOLE   240,448 0 0
EXLSERVICE HOLDINGS INC COM 302081104 9,289 177,239 SH   SOLE   177,239 0 0
EXXON MOBIL CORP COM 30231G102 9,084 96,910 SH   SOLE   96,910 0 0
F M C CORP COM NEW 302491303 2,871 61,995 SH   SOLE   61,995 0 0
FACEBOOK INC CL A 30303M102 51,774 453,045 SH   SOLE   453,045 0 0
FAIR ISAAC CORP COM 303250104 13,163 116,474 SH   SOLE   116,474 0 0
FASTENAL CO COM 311900104 1,723 38,810 SH   SOLE   38,810 0 0
FEDEX CORP COM 31428X106 22,946 151,180 SH   SOLE   151,180 0 0
FERRO CORP COM 315405100 6,382 476,945 SH   SOLE   476,945 0 0
F5 NETWORKS INC COM 315616102 726 6,380 SH   SOLE   6,380 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 4,181 111,494 SH   SOLE   111,494 0 0
FISERV INC COM 337738108 5,947 54,694 SH   SOLE   54,694 0 0
FIVE9 INC COM 338307101 5,487 461,084 SH   SOLE   461,084 0 0
FRANKLIN ELEC INC COM 353514102 4,630 140,103 SH   SOLE   140,103 0 0
GTT COMMUNICATIONS INC COM 362393100 6,404 346,555 SH   SOLE   346,555 0 0
GALAPAGOS NV SPON ADR 36315X101 205 3,700 SH   SOLE   3,700 0 0
GENERAL ELECTRIC CO COM 369604103 56,282 1,787,870 SH   SOLE   1,787,870 0 0
GENESEE & WYO INC CL A 371559105 162 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 1,769 114,500 SH   SOLE   114,500 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 1,485 38,690 SH   SOLE   38,690 0 0
GILEAD SCIENCES INC COM 375558103 26,038 312,130 SH   SOLE   312,130 0 0
GLOBAL PMTS INC COM 37940X102 5,207 72,952 SH   SOLE   72,952 0 0
GOLDCORP INC NEW COM 380956409 3,252 170,000 SH   SOLE   170,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,631 49,598 SH   SOLE   49,598 0 0
GRANITE CONSTR INC COM 387328107 9,334 204,915 SH   SOLE   204,915 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 154 1,500 SH   SOLE   1,500 0 0
GULFPORT ENERGY CORP COM NEW 402635304 3,644 116,580 SH   SOLE   116,580 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 100 1,500 SH   SOLE   1,500 0 0
HMS HLDGS CORP COM 40425J101 7,770 441,230 SH   SOLE   441,230 0 0
HALLIBURTON CO COM 406216101 10,586 233,740 SH   SOLE   233,740 0 0
HARLEY DAVIDSON INC COM 412822108 379 8,363 SH   SOLE   8,363 0 0
HEALTHSOUTH CORP COM NEW 421924309 13,646 351,520 SH   SOLE   351,520 0 0
HEICO CORP NEW COM 422806109 13,785 206,328 SH   SOLE   206,328 0 0
HELMERICH & PAYNE INC COM 423452101 591 8,800 SH   SOLE   8,800 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 3,382 409,400 SH   SOLE   409,400 0 0
HOME DEPOT INC COM 437076102 57,014 446,500 SH   SOLE   446,500 0 0
HONDA MOTOR LTD AMERN SHS 438128308 6,673 263,435 SH   SOLE   263,435 0 0
HUNT J B TRANS SVCS INC COM 445658107 29,363 362,820 SH   SOLE   362,820 0 0
IDEX CORP COM 45167R104 2,761 33,630 SH   SOLE   33,630 0 0
IDEXX LABS INC COM 45168D104 2,838 30,565 SH   SOLE   30,565 0 0
ILLINOIS TOOL WKS INC COM 452308109 226 2,170 SH   SOLE   2,170 0 0
INGREDION INC COM 457187102 3,425 26,469 SH   SOLE   26,469 0 0
INPHI CORP COM 45772F107 8,721 272,265 SH   SOLE   272,265 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 8,868 111,150 SH   SOLE   111,150 0 0
INTEL CORP COM 458140100 154 4,700 SH   SOLE   4,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,523 8,350 SH   SOLE   8,350 0 0
IRON MTN INC NEW COM 46284V101 4,296 107,855 SH   SOLE   107,855 0 0
ISHARES INDIA 50 ETF 464289529 1,180 41,700 SH   SOLE   41,700 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 611 34,200 SH   SOLE   34,200 0 0
ISHARES TR 20 YR TR BD ETF 464287432 8,334 60,000 SH   SOLE   60,000 0 0
ISHARES TR MSCI EAFE ETF 464287465 27,212 487,500 SH   SOLE   487,500 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,870 28,600 SH   SOLE   28,600 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 107 780 SH   SOLE   780 0 0
ISHARES TR HDG MSCI GERMN 46434V704 4,534 200,000 SH   SOLE   200,000 0 0
ITRON INC COM 465741106 8,549 198,350 SH   SOLE   198,350 0 0
JPMORGAN CHASE & CO COM 46625H100 2,914 46,900 SH   SOLE   46,900 0 0
JACK IN THE BOX INC COM 466367109 6,536 76,075 SH   SOLE   76,075 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 2,904 58,310 SH   SOLE   58,310 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 8,764 143,158 SH   SOLE   143,158 0 0
KAR AUCTION SVCS INC COM 48238T109 1,327 31,800 SH   SOLE   31,800 0 0
KT CORP SPONSORED ADR 48268K101 202 14,200 SH   SOLE   14,200 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,886 43,130 SH   SOLE   43,130 0 0
KATE SPADE & CO COM 485865109 7,782 377,590 SH   SOLE   377,590 0 0
KINDER MORGAN INC DEL COM 49456B101 3,744 200,000 SH   SOLE   200,000 0 0
KRATON PERFORMANCE POLYMERS COM 50077C106 7,188 257,350 SH   SOLE   257,350 0 0
LDR HLDG CORP COM 50185U105 7,195 194,710 SH   SOLE   194,710 0 0
LKQ CORP COM 501889208 4,938 155,759 SH   SOLE   155,759 0 0
LEAR CORP COM NEW 521865204 3,014 29,616 SH   SOLE   29,616 0 0
LENDINGTREE INC NEW COM 52603B107 5,196 58,825 SH   SOLE   58,825 0 0
LENNAR CORP CL A 526057104 8,563 185,750 SH   SOLE   185,750 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 20,562 172,400 SH   SOLE   172,400 0 0
LINCOLN ELEC HLDGS INC COM 533900106 3,413 57,770 SH   SOLE   57,770 0 0
LITTELFUSE INC COM 537008104 11,362 96,135 SH   SOLE   96,135 0 0
LUMENTUM HLDGS INC COM 55024U109 4,378 180,925 SH   SOLE   180,925 0 0
MPLX LP COM UNIT REP LTD 55336V100 6,172 183,529 SH   SOLE   183,529 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 8,685 114,280 SH   SOLE   114,280 0 0
MARINE HARVEST ASA SPONSORED ADR 56824R205 139 8,200 SH   SOLE   8,200 0 0
MARTIN MARIETTA MATLS INC COM 573284106 2,140 11,148 SH   SOLE   11,148 0 0
MASCO CORP COM 574599106 4,353 140,688 SH   SOLE   140,688 0 0
MASTEC INC COM 576323109 11,310 506,720 SH   SOLE   506,720 0 0
MATTEL INC COM 577081102 1,858 59,389 SH   SOLE   59,389 0 0
MCDONALDS CORP COM 580135101 96 800 SH   SOLE   800 0 0
MICROSOFT CORP COM 594918104 205 4,000 SH   SOLE   4,000 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 31,402 618,640 SH   SOLE   618,640 0 0
MICROSEMI CORP COM 595137100 11,782 360,540 SH   SOLE   360,540 0 0
MONOLITHIC PWR SYS INC COM 609839105 8,598 125,855 SH   SOLE   125,855 0 0
MONRO MUFFLER BRAKE INC COM 610236101 6,896 108,490 SH   SOLE   108,490 0 0
MONSANTO CO NEW COM 61166W101 633 6,120 SH   SOLE   6,120 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 44,689 278,075 SH   SOLE   278,075 0 0
MOOG INC CL A 615394202 1,420 26,330 SH   SOLE   26,330 0 0
MURPHY OIL CORP COM 626717102 3,045 95,890 SH   SOLE   95,890 0 0
MURPHY USA INC COM 626755102 456 6,145 SH   SOLE   6,145 0 0
MYRIAD GENETICS INC COM 62855J104 696 22,760 SH   SOLE   22,760 0 0
NCR CORP NEW COM 62886E108 7,497 269,960 SH   SOLE   269,960 0 0
NV5 GLOBAL INC COM 62945V109 4,349 152,922 SH   SOLE   152,922 0 0
NASDAQ INC COM 631103108 3,971 61,410 SH   SOLE   61,410 0 0
NEOGENOMICS INC COM NEW 64049M209 8,027 998,397 SH   SOLE   998,397 0 0
NETFLIX INC COM 64110L106 6,578 71,910 SH   SOLE   71,910 0 0
NEVRO CORP COM 64157F103 5,080 68,875 SH   SOLE   68,875 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 121 2,900 SH   SOLE   2,900 0 0
NEWFIELD EXPL CO COM 651290108 3,592 81,310 SH   SOLE   81,310 0 0
NICE LTD SPONSORED ADR 653656108 147 2,300 SH   SOLE   2,300 0 0
NIKE INC CL B 654106103 18,127 328,390 SH   SOLE   328,390 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 1,210 24,300 SH   SOLE   24,300 0 0
NUVASIVE INC COM 670704105 12,031 201,450 SH   SOLE   201,450 0 0
OASIS PETE INC NEW COM 674215108 4,073 436,115 SH   SOLE   436,115 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,897 25,100 SH   SOLE   25,100 0 0
OCLARO INC COM NEW 67555N206 3,916 802,530 SH   SOLE   802,530 0 0
OLD DOMINION FGHT LINES INC COM 679580100 8,250 136,790 SH   SOLE   136,790 0 0
OLIN CORP COM PAR $1 680665205 12,965 521,960 SH   SOLE   521,960 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 6,608 164,950 SH   SOLE   164,950 0 0
ORACLE CORP COM 68389X105 8,116 198,290 SH   SOLE   198,290 0 0
OWENS CORNING NEW COM 690742101 3,765 73,082 SH   SOLE   73,082 0 0
PNC FINL SVCS GROUP INC COM 693475105 3,256 40,000 SH   SOLE   40,000 0 0
PRA GROUP INC COM 69354N106 765 31,710 SH   SOLE   31,710 0 0
PACCAR INC COM 693718108 298 5,750 SH   SOLE   5,750 0 0
PALO ALTO NETWORKS INC COM 697435105 30,447 248,260 SH   SOLE   248,260 0 0
PANERA BREAD CO CL A 69840W108 12,611 59,502 SH   SOLE   59,502 0 0
PARKER HANNIFIN CORP COM 701094104 54 500 SH   SOLE   500 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,499 117,200 SH   SOLE   117,200 0 0
PAYCHEX INC COM 704326107 877 14,740 SH   SOLE   14,740 0 0
PAYLOCITY HLDG CORP COM 70438V106 6,852 158,608 SH   SOLE   158,608 0 0
PENNEY J C INC COM 708160106 5,606 631,255 SH   SOLE   631,255 0 0
PEPSICO INC COM 713448108 170 1,600 SH   SOLE   1,600 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,253 18,450 SH   SOLE   18,450 0 0
PFIZER INC COM 717081103 229 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 762 9,610 SH   SOLE   9,610 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 1,854 33,190 SH   SOLE   33,190 0 0
PIONEER NAT RES CO COM 723787107 37,934 250,870 SH   SOLE   250,870 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,396 87,160 SH   SOLE   87,160 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 1,561 149,700 SH   SOLE   149,700 0 0
POLYONE CORP COM 73179P106 10,322 292,895 SH   SOLE   292,895 0 0
POST HLDGS INC COM 737446104 15,112 182,752 SH   SOLE   182,752 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 5,636 101,740 SH   SOLE   101,740 0 0
PROCTER & GAMBLE CO COM 742718109 322 3,800 SH   SOLE   3,800 0 0
PROOFPOINT INC COM 743424103 4,046 64,134 SH   SOLE   64,134 0 0
Q2 HLDGS INC COM 74736L109 6,308 225,121 SH   SOLE   225,121 0 0
QUALCOMM INC COM 747525103 372 6,950 SH   SOLE   6,950 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 3,851 287,202 SH   SOLE   287,202 0 0
RPC INC COM 749660106 1,159 74,600 SH   SOLE   74,600 0 0
RPM INTL INC COM 749685103 1,011 20,240 SH   SOLE   20,240 0 0
RANDGOLD RES LTD ADR 752344309 3,361 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 733 16,990 SH   SOLE   16,990 0 0
RED HAT INC COM 756577102 27,720 381,820 SH   SOLE   381,820 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 4,643 111,605 SH   SOLE   111,605 0 0
RICE ENERGY INC COM 762760106 6,461 293,170 SH   SOLE   293,170 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 3,656 178,970 SH   SOLE   178,970 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8,555 154,930 SH   SOLE   154,930 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 123 1,775 SH   SOLE   1,775 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,604 28,500 SH   SOLE   28,500 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,773 63,146 SH   SOLE   63,146 0 0
SALESFORCE COM INC COM 79466L302 55,973 704,860 SH   SOLE   704,860 0 0
SCHLUMBERGER LTD COM 806857108 5,661 71,591 SH   SOLE   71,591 0 0
SCHWAB CHARLES CORP NEW COM 808513105 10,446 412,710 SH   SOLE   412,710 0 0
SEALED AIR CORP NEW COM 81211K100 4,747 103,273 SH   SOLE   103,273 0 0
SEMGROUP CORP CL A 81663A105 208 6,400 SH   SOLE   6,400 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 1,093 32,345 SH   SOLE   32,345 0 0
SHERWIN WILLIAMS CO COM 824348106 35,088 119,480 SH   SOLE   119,480 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 196 4,100 SH   SOLE   4,100 0 0
SMITH A O COM 831865209 5,830 66,168 SH   SOLE   66,168 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 242 9,800 SH   SOLE   9,800 0 0
SONIC CORP COM 835451105 1,214 44,885 SH   SOLE   44,885 0 0
SOUTHWEST AIRLS CO COM 844741108 1,664 42,440 SH   SOLE   42,440 0 0
SOUTHWESTERN ENERGY CO COM 845467109 4,146 329,600 SH   SOLE   329,600 0 0
SPECTRA ENERGY PARTNERS LP COM 84756N109 836 17,715 SH   SOLE   17,715 0 0
SPECTRANETICS CORP COM 84760C107 4,705 251,445 SH   SOLE   251,445 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 5,091 42,670 SH   SOLE   42,670 0 0
SPLUNK INC COM 848637104 4,617 85,220 SH   SOLE   85,220 0 0
STARBUCKS CORP COM 855244109 13,351 233,740 SH   SOLE   233,740 0 0
STATOIL ASA SPONSORED ADR 85771P102 815 47,110 SH   SOLE   47,110 0 0
STERICYCLE INC COM 858912108 2,883 27,690 SH   SOLE   27,690 0 0
STEWART INFORMATION SVCS COR COM 860372101 6,332 152,918 SH   SOLE   152,918 0 0
STRYKER CORP COM 863667101 41 340 SH   SOLE   340 0 0
SUNCOR ENERGY INC NEW COM 867224107 7,871 283,850 SH   SOLE   283,850 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 3,966 137,949 SH   SOLE   137,949 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 10,468 568,600 SH   SOLE   568,600 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 9,048 444,161 SH   SOLE   444,161 0 0
SYNOVUS FINL CORP COM NEW 87161C501 10,311 355,679 SH   SOLE   355,679 0 0
TJX COS INC NEW COM 872540109 528 6,840 SH   SOLE   6,840 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 150 5,710 SH   SOLE   5,710 0 0
TAL ED GROUP ADS REPSTG COM 874080104 124 2,000 SH   SOLE   2,000 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 1,099 23,881 SH   SOLE   23,881 0 0
TARGA RES CORP COM 87612G101 1,820 43,180 SH   SOLE   43,180 0 0
TATA MTRS LTD SPONSORED ADR 876568502 106 3,060 SH   SOLE   3,060 0 0
TENNECO INC COM 880349105 11,252 241,405 SH   SOLE   241,405 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 2,471 49,895 SH   SOLE   49,895 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 125 2,480 SH   SOLE   2,480 0 0
TIVO INC COM 888706108 532 53,720 SH   SOLE   53,720 0 0
TOLL BROTHERS INC COM 889478103 2,992 111,200 SH   SOLE   111,200 0 0
TOPBUILD CORP COM 89055F103 6,122 169,114 SH   SOLE   169,114 0 0
TOTAL S A SPONSORED ADR 89151E109 5,697 118,440 SH   SOLE   118,440 0 0
TOTAL SYS SVCS INC COM 891906109 2,662 50,125 SH   SOLE   50,125 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 2,810 28,100 SH   SOLE   28,100 0 0
TRANSCANADA CORP COM 89353D107 2,292 50,690 SH   SOLE   50,690 0 0
TRANSDIGM GROUP INC COM 893641100 48,977 185,737 SH   SOLE   185,737 0 0
TREEHOUSE FOODS INC COM 89469A104 14,784 144,020 SH   SOLE   144,020 0 0
TRIMBLE NAVIGATION LTD COM 896239100 5,496 225,605 SH   SOLE   225,605 0 0
TUTOR PERINI CORP COM 901109108 6,152 261,240 SH   SOLE   261,240 0 0
U S SILICA HLDGS INC COM 90346E103 17,985 521,760 SH   SOLE   521,760 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 65,249 267,810 SH   SOLE   267,810 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 5,511 26,206 SH   SOLE   26,206 0 0
UNDER ARMOUR INC CL A 904311107 1,818 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 1,844 50,656 SH   SOLE   50,656 0 0
UNION PAC CORP COM 907818108 175 2,000 SH   SOLE   2,000 0 0
UNIT CORP COM 909218109 3,046 195,730 SH   SOLE   195,730 0 0
UNITED NAT FOODS INC COM 911163103 7,667 163,830 SH   SOLE   163,830 0 0
UNITEDHEALTH GROUP INC COM 91324P102 58,803 416,450 SH   SOLE   416,450 0 0
VCA INC COM 918194101 16,276 240,730 SH   SOLE   240,730 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,550 50,000 SH   SOLE   50,000 0 0
VALMONT INDS INC COM 920253101 12,940 95,660 SH   SOLE   95,660 0 0
VANTIV INC CL A 92210H105 3,957 69,906 SH   SOLE   69,906 0 0
VARIAN MED SYS INC COM 92220P105 1,721 20,930 SH   SOLE   20,930 0 0
VARONIS SYS INC COM 922280102 3,838 159,773 SH   SOLE   159,773 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,308 26,830 SH   SOLE   26,830 0 0
VIDEOCON D2H LTD ADR 92657J101 55 6,500 SH   SOLE   6,500 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 3,151 168,940 SH   SOLE   168,940 0 0
VISA INC COM CL A 92826C839 35,977 485,060 SH   SOLE   485,060 0 0
VISTEON CORP COM NEW 92839U206 10,783 163,849 SH   SOLE   163,849 0 0
WAGEWORKS INC COM 930427109 5,571 93,138 SH   SOLE   93,138 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 40 480 SH   SOLE   480 0 0
WASTE CONNECTIONS INC COM 94106B101 5,397 74,910 SH   SOLE   74,910 0 0
WATERS CORP COM 941848103 1,072 7,620 SH   SOLE   7,620 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 12,072 159,095 SH   SOLE   159,095 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 6,335 125,685 SH   SOLE   125,685 0 0
WHITEWAVE FOODS CO COM 966244105 3,989 84,988 SH   SOLE   84,988 0 0
WHITING PETE CORP NEW COM 966387102 7,594 820,100 SH   SOLE   820,100 0 0
WHOLE FOODS MKT INC COM 966837106 29 900 SH   SOLE   900 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 3,710 107,100 SH   SOLE   107,100 0 0
XYLEM INC COM 98419M100 4,288 96,031 SH   SOLE   96,031 0 0
ZENDESK INC COM 98936J101 6,494 246,180 SH   SOLE   246,180 0 0