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
ALKERMES PLC SHS G01767105 3,518 74,805 SH   SOLE   74,805 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 3,012 43,712 SH   SOLE   43,712 0 0
ALLERGAN PLC SHS G0177J108 102 441 SH   SOLE   441 0 0
ATLASSIAN CORP PLC CL A G06242104 129 4,300 SH   SOLE   4,300 0 0
CREDICORP LTD COM G2519Y108 102 670 SH   SOLE   670 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 31,967 448,220 SH   SOLE   448,220 0 0
FABRINET SHS G3323L100 6,645 149,025 SH   SOLE   149,025 0 0
HORIZON PHARMA PLC SHS G4617B105 8,684 478,965 SH   SOLE   478,965 0 0
ICON PLC SHS G4705A100 12,746 164,735 SH   SOLE   164,735 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 104 3,055 SH   SOLE   3,055 0 0
MEDTRONIC PLC SHS G5960L103 44,899 519,670 SH   SOLE   519,670 0 0
NABORS INDUSTRIES LTD SHS G6359F103 272 22,400 SH   SOLE   22,400 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 332 21,880 SH   SOLE   21,880 0 0
PERRIGO CO PLC SHS G97822103 161 1,740 SH   SOLE   1,740 0 0
TRANSOCEAN LTD REG SHS H8817H100 124 11,600 SH   SOLE   11,600 0 0
WIX COM LTD SHS M98068105 7,839 180,500 SH   SOLE   180,500 0 0
INTERXION HOLDING N.V SHS N47279109 15,343 423,617 SH   SOLE   423,617 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 28,641 672,800 SH   SOLE   672,800 0 0
NXP SEMICONDUCTORS N V COM N6596X109 49,135 481,670 SH   SOLE   481,670 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 9,890 403,180 SH   SOLE   403,180 0 0
BROADCOM LTD SHS Y09827109 107 620 SH   SOLE   620 0 0
ANI PHARMACEUTICALS INC COM 00182C103 6,676 100,615 SH   SOLE   100,615 0 0
ABBOTT LABS COM 002824100 76 1,800 SH   SOLE   1,800 0 0
ABBVIE INC COM 00287Y109 114 1,800 SH   SOLE   1,800 0 0
ABIOMED INC COM 003654100 46,601 362,427 SH   SOLE   362,427 0 0
ACXIOM CORP COM 005125109 7,850 294,555 SH   SOLE   294,555 0 0
ADOBE SYS INC COM 00724F101 56,690 522,300 SH   SOLE   522,300 0 0
AGNICO EAGLE MINES LTD COM 008474108 4,064 75,000 SH   SOLE   75,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 242 2,290 SH   SOLE   2,290 0 0
ALIGN TECHNOLOGY INC COM 016255101 4,747 50,630 SH   SOLE   50,630 0 0
ALPHABET INC CAP STK CL A 02079K305 185 230 SH   SOLE   230 0 0
ALPHABET INC CAP STK CL C 02079K107 54,298 69,855 SH   SOLE   69,855 0 0
AMAZON COM INC COM 023135106 55,957 66,830 SH   SOLE   66,830 0 0
AMEDISYS INC COM 023436108 5,432 114,510 SH   SOLE   114,510 0 0
AMERICAN EXPRESS CO COM 025816109 331 5,175 SH   SOLE   5,175 0 0
AMGEN INC COM 031162100 334 2,000 SH   SOLE   2,000 0 0
ANADARKO PETE CORP COM 032511107 10,334 163,100 SH   SOLE   163,100 0 0
ANSYS INC COM 03662Q105 1,453 15,690 SH   SOLE   15,690 0 0
APACHE CORP COM 037411105 2,645 41,410 SH   SOLE   41,410 0 0
APPLE INC COM 037833100 38,613 341,560 SH   SOLE   341,560 0 0
APPLIED MATLS INC COM 038222105 36,346 1,205,500 SH   SOLE   1,205,500 0 0
ARAMARK COM 03852U106 5,057 132,987 SH   SOLE   132,987 0 0
ARIAD PHARMACEUTICALS INC COM 04033A100 3,902 285,055 SH   SOLE   285,055 0 0
ASTEC INDS INC COM 046224101 9,658 161,315 SH   SOLE   161,315 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 265 3,000 SH   SOLE   3,000 0 0
B & G FOODS INC NEW COM 05508R106 13,734 279,255 SH   SOLE   279,255 0 0
BP PLC SPONSORED ADR 055622104 9,694 275,700 SH   SOLE   275,700 0 0
BMC STK HLDGS INC COM 05591B109 4,768 268,905 SH   SOLE   268,905 0 0
BWX TECHNOLOGIES INC COM 05605H100 14,609 380,740 SH   SOLE   380,740 0 0
BAIDU INC SPON ADR REP A 056752108 118 650 SH   SOLE   650 0 0
BAKER HUGHES INC COM 057224107 2,211 43,800 SH   SOLE   43,800 0 0
BALL CORP COM 058498106 4,119 50,260 SH   SOLE   50,260 0 0
BANCO MACRO SA SPON ADR B 05961W105 180 2,300 SH   SOLE   2,300 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 96 2,470 SH   SOLE   2,470 0 0
BANK AMER CORP COM 060505104 1,722 110,000 SH   SOLE   110,000 0 0
BARRICK GOLD CORP COM 067901108 3,278 185,000 SH   SOLE   185,000 0 0
BARRACUDA NETWORKS INC COM 068323104 7,070 277,481 SH   SOLE   277,481 0 0
BEACON ROOFING SUPPLY INC COM 073685109 12,303 292,446 SH   SOLE   292,446 0 0
BELDEN INC COM 077454106 11,511 166,845 SH   SOLE   166,845 0 0
BERRY PLASTICS GROUP INC COM 08579W103 12,052 274,855 SH   SOLE   274,855 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 1,199 34,600 SH   SOLE   34,600 0 0
BIOGEN INC COM 09062X103 36,430 116,380 SH   SOLE   116,380 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 1,989 115,885 SH   SOLE   115,885 0 0
BOEING CO COM 097023105 659 5,000 SH   SOLE   5,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 613 600,800 SH   SOLE   600,800 0 0
BORGWARNER INC COM 099724106 364 10,340 SH   SOLE   10,340 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 22,822 423,260 SH   SOLE   423,260 0 0
BROADSOFT INC COM 11133B409 9,509 204,270 SH   SOLE   204,270 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 3,780 52,790 SH   SOLE   52,790 0 0
BUFFALO WILD WINGS INC COM 119848109 8,890 63,165 SH   SOLE   63,165 0 0
BURLINGTON STORES INC COM 122017106 15,591 192,438 SH   SOLE   192,438 0 0
CBRE GROUP INC CL A 12504L109 23,005 822,180 SH   SOLE   822,180 0 0
CDK GLOBAL INC COM 12508E101 57 1,000 SH   SOLE   1,000 0 0
CME GROUP INC COM 12572Q105 50,400 482,200 SH   SOLE   482,200 0 0
CNOOC LTD SPONSORED ADR 126132109 769 6,080 SH   SOLE   6,080 0 0
CABOT OIL & GAS CORP COM 127097103 5,335 206,770 SH   SOLE   206,770 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,041 119,099 SH   SOLE   119,099 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 3 234 SH   SOLE   234 0 0
CALLIDUS SOFTWARE INC COM 13123E500 5,617 306,080 SH   SOLE   306,080 0 0
CALLON PETE CO DEL COM 13123X102 12,936 823,980 SH   SOLE   823,980 0 0
CANTEL MEDICAL CORP COM 138098108 10,048 128,854 SH   SOLE   128,854 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 8,423 354,795 SH   SOLE   354,795 0 0
CARRIZO OIL & GAS INC COM 144577103 682 16,780 SH   SOLE   16,780 0 0
CATERPILLAR INC DEL COM 149123101 133 1,500 SH   SOLE   1,500 0 0
CELANESE CORP DEL COM SER A 150870103 1,034 15,530 SH   SOLE   15,530 0 0
CEPHEID COM 15670R107 15,965 303,000 SH   SOLE   303,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208 9,777 224,250 SH   SOLE   224,250 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 2,729 93,280 SH   SOLE   93,280 0 0
CHEVRON CORP NEW COM 166764100 14,747 143,285 SH   SOLE   143,285 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,234 30,250 SH   SOLE   30,250 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 111 2,460 SH   SOLE   2,460 0 0
CIMAREX ENERGY CO COM 171798101 8,937 66,510 SH   SOLE   66,510 0 0
CISCO SYS INC COM 17275R102 159 5,000 SH   SOLE   5,000 0 0
CINTAS CORP COM 172908105 2,162 19,200 SH   SOLE   19,200 0 0
CITIGROUP INC COM NEW 172967424 378 8,010 SH   SOLE   8,010 0 0
COACH INC COM 189754104 40,329 1,103,095 SH   SOLE   1,103,095 0 0
COCA COLA CO COM 191216100 424 10,020 SH   SOLE   10,020 0 0
COGNEX CORP COM 192422103 3,373 63,810 SH   SOLE   63,810 0 0
COMMSCOPE HLDG CO INC COM 20337X109 3,684 122,350 SH   SOLE   122,350 0 0
COMMVAULT SYSTEMS INC COM 204166102 12,985 244,402 SH   SOLE   244,402 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 173 18,735 SH   SOLE   18,735 0 0
CONCHO RES INC COM 20605P101 7,376 53,700 SH   SOLE   53,700 0 0
CONOCOPHILLIPS COM 20825C104 5,176 119,060 SH   SOLE   119,060 0 0
CONSOL ENERGY INC COM 20854P109 10 530 SH   SOLE   530 0 0
CONTINENTAL RESOURCES INC COM 212015101 28,970 557,540 SH   SOLE   557,540 0 0
COOPER COS INC COM NEW 216648402 3,011 16,795 SH   SOLE   16,795 0 0
COPART INC COM 217204106 3,870 72,255 SH   SOLE   72,255 0 0
COSTCO WHSL CORP NEW COM 22160K105 24,252 159,020 SH   SOLE   159,020 0 0
CROWN HOLDINGS INC COM 228368106 4,490 78,644 SH   SOLE   78,644 0 0
CRYOLIFE INC COM 228903100 9,582 545,376 SH   SOLE   545,376 0 0
CUMMINS INC COM 231021106 38 300 SH   SOLE   300 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 9,699 797,645 SH   SOLE   797,645 0 0
CYRUSONE INC COM 23283R100 12,729 267,575 SH   SOLE   267,575 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 149 4,090 SH   SOLE   4,090 0 0
DST SYS INC DEL COM 233326107 13,894 117,828 SH   SOLE   117,828 0 0
DAVIDSTEA INC COM 238661102 109 8,850 SH   SOLE   8,850 0 0
DEERE & CO COM 244199105 119 1,400 SH   SOLE   1,400 0 0
DEL TACO RESTAURANTS INC COM 245496104 5,480 459,770 SH   SOLE   459,770 0 0
DENTSPLY SIRONA INC COM 24906P109 762 12,820 SH   SOLE   12,820 0 0
DEVON ENERGY CORP NEW COM 25179M103 47,733 1,082,140 SH   SOLE   1,082,140 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,120 73,752 SH   SOLE   73,752 0 0
DICKS SPORTING GOODS INC COM 253393102 5,882 103,710 SH   SOLE   103,710 0 0
DISNEY WALT CO COM DISNEY 254687106 7,759 83,560 SH   SOLE   83,560 0 0
DOLBY LABORATORIES INC COM 25659T107 10,615 195,515 SH   SOLE   195,515 0 0
DOMINION MIDSTREAM PARTNERS COM UT REP LTD 257454108 2,191 91,638 SH   SOLE   91,638 0 0
DORMAN PRODUCTS INC COM 258278100 7,680 120,195 SH   SOLE   120,195 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 3,676 26,905 SH   SOLE   26,905 0 0
DYCOM INDS INC COM 267475101 10,897 133,250 SH   SOLE   133,250 0 0
ENI S P A SPONSORED ADR 26874R108 3,468 120,140 SH   SOLE   120,140 0 0
EOG RES INC COM 26875P101 61,028 631,040 SH   SOLE   631,040 0 0
EQT CORP COM 26884L109 2,052 28,250 SH   SOLE   28,250 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 3,534 46,380 SH   SOLE   46,380 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 63,816 529,330 SH   SOLE   529,330 0 0
8X8 INC NEW COM 282914100 10,707 693,907 SH   SOLE   693,907 0 0
ELECTRONIC ARTS INC COM 285512109 32,732 383,280 SH   SOLE   383,280 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 2,359 180,930 SH   SOLE   180,930 0 0
ENBRIDGE INC COM 29250N105 3,711 83,900 SH   SOLE   83,900 0 0
ENCANA CORP COM 292505104 11,379 1,086,790 SH   SOLE   1,086,790 0 0
ENERGEN CORP COM 29265N108 7,790 134,960 SH   SOLE   134,960 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 11,565 312,569 SH   SOLE   312,569 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 4,486 253,300 SH   SOLE   253,300 0 0
ENTEGRIS INC COM 29362U104 5,300 304,245 SH   SOLE   304,245 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 17,094 618,670 SH   SOLE   618,670 0 0
EURONET WORLDWIDE INC COM 298736109 19,308 235,958 SH   SOLE   235,958 0 0
EVOLENT HEALTH INC CL A 30050B101 9,796 397,884 SH   SOLE   397,884 0 0
EXELIXIS INC COM 30161Q104 14,154 1,106,675 SH   SOLE   1,106,675 0 0
EXXON MOBIL CORP COM 30231G102 8,458 96,910 SH   SOLE   96,910 0 0
F M C CORP COM NEW 302491303 2,779 57,495 SH   SOLE   57,495 0 0
FACEBOOK INC CL A 30303M102 39,600 308,725 SH   SOLE   308,725 0 0
FAIR ISAAC CORP COM 303250104 12,132 97,374 SH   SOLE   97,374 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 2,247 265,000 SH   SOLE   265,000 0 0
FASTENAL CO COM 311900104 1,621 38,810 SH   SOLE   38,810 0 0
FEDEX CORP COM 31428X106 26,090 149,360 SH   SOLE   149,360 0 0
F5 NETWORKS INC COM 315616102 795 6,380 SH   SOLE   6,380 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 4,171 112,999 SH   SOLE   112,999 0 0
FISERV INC COM 337738108 5,440 54,694 SH   SOLE   54,694 0 0
FIVE9 INC COM 338307101 7,296 465,324 SH   SOLE   465,324 0 0
FORTINET INC COM 34959E109 3,224 87,300 SH   SOLE   87,300 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 3,467 59,675 SH   SOLE   59,675 0 0
FRANKLIN ELEC INC COM 353514102 6,473 158,993 SH   SOLE   158,993 0 0
GTT COMMUNICATIONS INC COM 362393100 7,589 322,507 SH   SOLE   322,507 0 0
GALAPAGOS NV SPON ADR 36315X101 215 3,330 SH   SOLE   3,330 0 0
GENERAL ELECTRIC CO COM 369604103 50,339 1,699,500 SH   SOLE   1,699,500 0 0
GENESEE & WYO INC CL A 371559105 8,886 128,880 SH   SOLE   128,880 0 0
GENTEX CORP COM 371901109 2,011 114,500 SH   SOLE   114,500 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 1,469 38,690 SH   SOLE   38,690 0 0
GILEAD SCIENCES INC COM 375558103 18,277 231,000 SH   SOLE   231,000 0 0
GLOBAL PMTS INC COM 37940X102 3,974 51,777 SH   SOLE   51,777 0 0
GOLDCORP INC NEW COM 380956409 2,808 170,000 SH   SOLE   170,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,392 45,968 SH   SOLE   45,968 0 0
GRANITE CONSTR INC COM 387328107 9,039 181,720 SH   SOLE   181,720 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 108 1,500 SH   SOLE   1,500 0 0
HMS HLDGS CORP COM 40425J101 9,873 445,310 SH   SOLE   445,310 0 0
HALLIBURTON CO COM 406216101 138 3,080 SH   SOLE   3,080 0 0
HARLEY DAVIDSON INC COM 412822108 440 8,363 SH   SOLE   8,363 0 0
HEALTHSOUTH CORP COM NEW 421924309 13,994 344,940 SH   SOLE   344,940 0 0
HOME DEPOT INC COM 437076102 62,505 485,740 SH   SOLE   485,740 0 0
HONDA MOTOR LTD AMERN SHS 438128308 7,619 263,435 SH   SOLE   263,435 0 0
HUNT J B TRANS SVCS INC COM 445658107 27,935 344,280 SH   SOLE   344,280 0 0
IDEX CORP COM 45167R104 2,924 31,250 SH   SOLE   31,250 0 0
IDEXX LABS INC COM 45168D104 3,200 28,385 SH   SOLE   28,385 0 0
ILLINOIS TOOL WKS INC COM 452308109 260 2,170 SH   SOLE   2,170 0 0
INGREDION INC COM 457187102 3,265 24,539 SH   SOLE   24,539 0 0
INPHI CORP COM 45772F107 9,515 218,690 SH   SOLE   218,690 0 0
INSULET CORP COM 45784P101 10,749 262,560 SH   SOLE   262,560 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 13,148 159,270 SH   SOLE   159,270 0 0
INTEL CORP COM 458140100 177 4,700 SH   SOLE   4,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,052 8,350 SH   SOLE   8,350 0 0
IRON MTN INC NEW COM 46284V101 3,759 100,165 SH   SOLE   100,165 0 0
ISHARES INDIA 50 ETF 464289529 1,243 41,700 SH   SOLE   41,700 0 0
ISHARES SILVER TRUST ISHARES 46428Q109 622 34,200 SH   SOLE   34,200 0 0
ISHARES TR MSCI EAFE ETF 464287465 13,452 227,500 SH   SOLE   227,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 53,366 1,425,000 SH   SOLE   1,425,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,979 28,600 SH   SOLE   28,600 0 0
ISHARES TR RUS MD CP GR ETF 464287481 253 2,600 SH   SOLE   2,600 0 0
ISHARES TR 20 YR TR BD ETF 464287432 8,251 60,000 SH   SOLE   60,000 0 0
ISHARES TR HDG MSCI GERMN 46434V704 4,792 200,000 SH   SOLE   200,000 0 0
ITRON INC COM 465741106 11,163 200,190 SH   SOLE   200,190 0 0
JPMORGAN CHASE & CO COM 46625H100 3,123 46,900 SH   SOLE   46,900 0 0
JACK IN THE BOX INC COM 466367109 13,399 139,655 SH   SOLE   139,655 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 10,194 144,498 SH   SOLE   144,498 0 0
KAR AUCTION SVCS INC COM 48238T109 3,246 75,210 SH   SOLE   75,210 0 0
KT CORP SPONSORED ADR 48268K101 176 10,995 SH   SOLE   10,995 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 3,728 39,950 SH   SOLE   39,950 0 0
KINDER MORGAN INC DEL COM 49456B101 1,510 65,300 SH   SOLE   65,300 0 0
KRATON CORPORATION COM 50077C106 6,874 196,165 SH   SOLE   196,165 0 0
LKQ CORP COM 501889208 5,125 144,539 SH   SOLE   144,539 0 0
LENNAR CORP CL A 526057104 7,865 185,750 SH   SOLE   185,750 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 13,074 128,097 SH   SOLE   128,097 0 0
LINCOLN ELEC HLDGS INC COM 533900106 4,013 64,080 SH   SOLE   64,080 0 0
LITHIA MTRS INC CL A 536797103 12,327 129,055 SH   SOLE   129,055 0 0
LOGMEIN INC COM 54142L109 13,055 144,435 SH   SOLE   144,435 0 0
LUMENTUM HLDGS INC COM 55024U109 12,262 293,565 SH   SOLE   293,565 0 0
MPLX LP COM UNIT REP LTD 55336V100 6,214 183,529 SH   SOLE   183,529 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 6,924 97,880 SH   SOLE   97,880 0 0
MASCO CORP COM 574599106 2,712 79,053 SH   SOLE   79,053 0 0
MASTEC INC COM 576323109 12,104 406,995 SH   SOLE   406,995 0 0
MATTEL INC COM 577081102 1,668 55,089 SH   SOLE   55,089 0 0
MCDONALDS CORP COM 580135101 92 800 SH   SOLE   800 0 0
MEDICINES CO COM 584688105 8,623 228,495 SH   SOLE   228,495 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 12,889 231,145 SH   SOLE   231,145 0 0
MICROSOFT CORP COM 594918104 35,680 619,450 SH   SOLE   619,450 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 32,445 522,120 SH   SOLE   522,120 0 0
MICROSEMI CORP COM 595137100 16,674 397,195 SH   SOLE   397,195 0 0
MIDDLEBY CORP COM 596278101 4,790 38,745 SH   SOLE   38,745 0 0
MONOLITHIC PWR SYS INC COM 609839105 10,223 126,995 SH   SOLE   126,995 0 0
MONSANTO CO NEW COM 61166W101 625 6,120 SH   SOLE   6,120 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 38,819 264,415 SH   SOLE   264,415 0 0
MOOG INC CL A 615394202 1,568 26,330 SH   SOLE   26,330 0 0
MURPHY OIL CORP COM 626717102 2,915 95,890 SH   SOLE   95,890 0 0
MURPHY USA INC COM 626755102 1,188 16,645 SH   SOLE   16,645 0 0
MYRIAD GENETICS INC COM 62855J104 468 22,760 SH   SOLE   22,760 0 0
NCR CORP NEW COM 62886E108 8,530 265,000 SH   SOLE   265,000 0 0
NV5 GLOBAL INC COM 62945V109 4,986 154,332 SH   SOLE   154,332 0 0
NASDAQ INC COM 631103108 2,535 37,530 SH   SOLE   37,530 0 0
NEOGENOMICS INC COM NEW 64049M209 7,339 892,782 SH   SOLE   892,782 0 0
NETFLIX INC COM 64110L106 6,763 68,620 SH   SOLE   68,620 0 0
NEVRO CORP COM 64157F103 4,954 47,460 SH   SOLE   47,460 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 134 2,900 SH   SOLE   2,900 0 0
NEWFIELD EXPL CO COM 651290108 3,852 88,640 SH   SOLE   88,640 0 0
NICE LTD SPONSORED ADR 653656108 114 1,705 SH   SOLE   1,705 0 0
NIKE INC CL B 654106103 105 2,000 SH   SOLE   2,000 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 1,230 44,100 SH   SOLE   44,100 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 1,205 24,300 SH   SOLE   24,300 0 0
NUVASIVE INC COM 670704105 15,777 236,685 SH   SOLE   236,685 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 1,830 25,100 SH   SOLE   25,100 0 0
OCLARO INC COM NEW 67555N206 8,531 997,760 SH   SOLE   997,760 0 0
OLD DOMINION FGHT LINES INC COM 679580100 9,206 134,180 SH   SOLE   134,180 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 4,120 103,120 SH   SOLE   103,120 0 0
ORACLE CORP COM 68389X105 118 3,000 SH   SOLE   3,000 0 0
OSHKOSH CORP COM 688239201 12,550 224,100 SH   SOLE   224,100 0 0
PDC ENERGY INC COM 69327R101 14,053 209,565 SH   SOLE   209,565 0 0
PNC FINL SVCS GROUP INC COM 693475105 3,604 40,000 SH   SOLE   40,000 0 0
PRA GROUP INC COM 69354N106 1,095 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 15,170 268,445 SH   SOLE   268,445 0 0
PACCAR INC COM 693718108 338 5,750 SH   SOLE   5,750 0 0
PALO ALTO NETWORKS INC COM 697435105 37,661 236,370 SH   SOLE   236,370 0 0
PANERA BREAD CO CL A 69840W108 5,919 30,397 SH   SOLE   30,397 0 0
PARKER HANNIFIN CORP COM 701094104 63 500 SH   SOLE   500 0 0
PARSLEY ENERGY INC CL A 701877102 3,089 92,170 SH   SOLE   92,170 0 0
PATTERSON UTI ENERGY INC COM 703481101 7,304 326,500 SH   SOLE   326,500 0 0
PAYCHEX INC COM 704326107 853 14,740 SH   SOLE   14,740 0 0
PENUMBRA INC COM 70975L107 5,117 67,335 SH   SOLE   67,335 0 0
PEPSICO INC COM 713448108 174 1,600 SH   SOLE   1,600 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,232 18,450 SH   SOLE   18,450 0 0
PFIZER INC COM 717081103 220 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 774 9,610 SH   SOLE   9,610 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 1,613 33,190 SH   SOLE   33,190 0 0
PIONEER NAT RES CO COM 723787107 37,891 204,100 SH   SOLE   204,100 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,738 87,160 SH   SOLE   87,160 0 0
PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 3,834 296,300 SH   SOLE   296,300 0 0
POST HLDGS INC COM 737446104 9,123 118,223 SH   SOLE   118,223 0 0
POWER INTEGRATIONS INC COM 739276103 7,002 111,085 SH   SOLE   111,085 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 23,744 200,000 SH   SOLE   200,000 0 0
PROCTER AND GAMBLE CO COM 742718109 341 3,800 SH   SOLE   3,800 0 0
PULTE GROUP INC COM 745867101 3,952 197,185 SH   SOLE   197,185 0 0
QUALCOMM INC COM 747525103 476 6,950 SH   SOLE   6,950 0 0
QUANTA SVCS INC COM 74762E102 10,630 379,775 SH   SOLE   379,775 0 0
RPC INC COM 749660106 1,907 113,500 SH   SOLE   113,500 0 0
RPM INTL INC COM 749685103 1,087 20,240 SH   SOLE   20,240 0 0
RANDGOLD RES LTD ADR 752344309 3,002 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 658 16,990 SH   SOLE   16,990 0 0
RED HAT INC COM 756577102 29,317 362,700 SH   SOLE   362,700 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 3,772 84,615 SH   SOLE   84,615 0 0
RICE ENERGY INC COM 762760106 7,655 293,170 SH   SOLE   293,170 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 4,342 178,970 SH   SOLE   178,970 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 7,757 154,930 SH   SOLE   154,930 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 133 1,775 SH   SOLE   1,775 0 0
SM ENERGY CO COM 78454L100 2,118 54,900 SH   SOLE   54,900 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,581 28,500 SH   SOLE   28,500 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 9,727 286,600 SH   SOLE   286,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,839 119,396 SH   SOLE   119,396 0 0
SALESFORCE COM INC COM 79466L302 7,779 109,060 SH   SOLE   109,060 0 0
SCHLUMBERGER LTD COM 806857108 9,499 120,791 SH   SOLE   120,791 0 0
SCHWAB CHARLES CORP NEW COM 808513105 19,199 608,150 SH   SOLE   608,150 0 0
SEALED AIR CORP NEW COM 81211K100 634 13,840 SH   SOLE   13,840 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 1,038 32,345 SH   SOLE   32,345 0 0
SHERWIN WILLIAMS CO COM 824348106 21,541 77,860 SH   SOLE   77,860 0 0
SHOPIFY INC CL A 82509L107 13,239 308,460 SH   SOLE   308,460 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 212 4,100 SH   SOLE   4,100 0 0
SMITH A O COM 831865209 2,073 20,980 SH   SOLE   20,980 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 264 9,800 SH   SOLE   9,800 0 0
SONIC CORP COM 835451105 1,175 44,885 SH   SOLE   44,885 0 0
SOUTHWEST AIRLS CO COM 844741108 1,650 42,440 SH   SOLE   42,440 0 0
SOUTHWESTERN ENERGY CO COM 845467109 5,420 391,600 SH   SOLE   391,600 0 0
SPECTRANETICS CORP COM 84760C107 6,951 277,050 SH   SOLE   277,050 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 4,574 33,220 SH   SOLE   33,220 0 0
SPLUNK INC COM 848637104 4,782 81,490 SH   SOLE   81,490 0 0
STARBUCKS CORP COM 855244109 12,181 224,990 SH   SOLE   224,990 0 0
STATOIL ASA SPONSORED ADR 85771P102 695 41,390 SH   SOLE   41,390 0 0
STERICYCLE INC COM 858912108 2,219 27,690 SH   SOLE   27,690 0 0
STEWART INFORMATION SVCS COR COM 860372101 7,285 163,882 SH   SOLE   163,882 0 0
STRYKER CORP COM 863667101 40 340 SH   SOLE   340 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 1,161 50,600 SH   SOLE   50,600 0 0
SUNCOR ENERGY INC NEW COM 867224107 7,885 283,850 SH   SOLE   283,850 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 6,754 237,740 SH   SOLE   237,740 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 8,863 358,376 SH   SOLE   358,376 0 0
SYNCHRONOSS TECHNOLOGIES INC COM 87157B103 7,835 190,260 SH   SOLE   190,260 0 0
SYNOVUS FINL CORP COM NEW 87161C501 11,352 348,969 SH   SOLE   348,969 0 0
TJX COS INC NEW COM 872540109 511 6,840 SH   SOLE   6,840 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 175 5,710 SH   SOLE   5,710 0 0
TAL ED GROUP ADS REPSTG COM 874080104 142 2,000 SH   SOLE   2,000 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 1,151 23,881 SH   SOLE   23,881 0 0
TARGA RES CORP COM 87612G101 4,007 81,600 SH   SOLE   81,600 0 0
TASER INTL INC COM 87651B104 8,894 310,881 SH   SOLE   310,881 0 0
TATA MTRS LTD SPONSORED ADR 876568502 122 3,060 SH   SOLE   3,060 0 0
TENNECO INC COM 880349105 8,313 142,665 SH   SOLE   142,665 0 0
TESORO CORP COM 881609101 2,514 31,600 SH   SOLE   31,600 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 1,795 37,065 SH   SOLE   37,065 0 0
TESSERA TECHNOLOGIES INC COM 88164L100 7,301 189,920 SH   SOLE   189,920 0 0
TIVO CORP COM 88870P106 14 739 SH   SOLE   739 0 0
TOLL BROTHERS INC COM 889478103 3,320 111,200 SH   SOLE   111,200 0 0
TOTAL S A SPONSORED ADR 89151E109 5,650 118,440 SH   SOLE   118,440 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 3,261 28,100 SH   SOLE   28,100 0 0
TRANSCANADA CORP COM 89353D107 2,411 50,690 SH   SOLE   50,690 0 0
TRANSDIGM GROUP INC COM 893641100 46,248 159,960 SH   SOLE   159,960 0 0
TREEHOUSE FOODS INC COM 89469A104 10,714 122,885 SH   SOLE   122,885 0 0
TRIMBLE NAVIGATION LTD COM 896239100 1,638 57,340 SH   SOLE   57,340 0 0
U S SILICA HLDGS INC COM 90346E103 19,375 416,125 SH   SOLE   416,125 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 52,426 220,295 SH   SOLE   220,295 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 3,880 18,981 SH   SOLE   18,981 0 0
UNDER ARMOUR INC CL A 904311107 1,752 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 1,715 50,656 SH   SOLE   50,656 0 0
UNION PAC CORP COM 907818108 195 2,000 SH   SOLE   2,000 0 0
UNIT CORP COM 909218109 1,701 91,430 SH   SOLE   91,430 0 0
UNITED STATES STL CORP NEW COM 912909108 1,616 85,700 SH   SOLE   85,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 42,004 300,030 SH   SOLE   300,030 0 0
VCA INC COM 918194101 12,772 182,515 SH   SOLE   182,515 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,014 38,000 SH   SOLE   38,000 0 0
VANDA PHARMACEUTICALS INC COM 921659108 7,747 465,545 SH   SOLE   465,545 0 0
VARIAN MED SYS INC COM 92220P105 2,083 20,930 SH   SOLE   20,930 0 0
VARONIS SYS INC COM 922280102 7,224 239,994 SH   SOLE   239,994 0 0
VASCULAR SOLUTIONS INC COM 92231M109 4,514 93,597 SH   SOLE   93,597 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,340 26,830 SH   SOLE   26,830 0 0
VIDEOCON D2H LTD ADR 92657J101 120 12,250 SH   SOLE   12,250 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,654 102,411 SH   SOLE   102,411 0 0
VISA INC COM CL A 92826C839 58,751 710,410 SH   SOLE   710,410 0 0
VONAGE HLDGS CORP COM 92886T201 4,408 666,800 SH   SOLE   666,800 0 0
WAGEWORKS INC COM 930427109 8,892 145,993 SH   SOLE   145,993 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 39 480 SH   SOLE   480 0 0
WASTE CONNECTIONS INC COM 94106B101 5,198 69,590 SH   SOLE   69,590 0 0
WATERS CORP COM 941848103 1,208 7,620 SH   SOLE   7,620 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 11,174 149,985 SH   SOLE   149,985 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 5,548 100,785 SH   SOLE   100,785 0 0
WILLIAMS COS INC DEL COM 969457100 11,143 362,600 SH   SOLE   362,600 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 7,528 202,430 SH   SOLE   202,430 0 0
XILINX INC COM 983919101 4,476 82,370 SH   SOLE   82,370 0 0
XYLEM INC COM 98419M100 4,680 89,221 SH   SOLE   89,221 0 0
YELP INC CL A 985817105 9,425 226,020 SH   SOLE   226,020 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,736 125,750 SH   SOLE   125,750 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 9,630 245,550 SH   SOLE   245,550 0 0
ZENDESK INC COM 98936J101 7,629 248,410 SH   SOLE   248,410 0 0