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 2,642 45,160 SH   SOLE   45,160 0 0
ALLERGAN PLC SHS G0177J108 55 232 SH   SOLE   232 0 0
ATLASSIAN CORP PLC CL A G06242104 305 10,180 SH   SOLE   10,180 0 0
MIMECAST LTD ORD SHS G14838109 4,958 221,455 SH   SOLE   221,455 0 0
BUNGE LIMITED COM G16962105 3,235 40,810 SH   SOLE   40,810 0 0
CREDICORP LTD COM G2519Y108 109 670 SH   SOLE   670 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 38,807 482,137 SH   SOLE   482,137 0 0
ENSCO PLC SHS CLASS A G3157S106 2,779 310,490 SH   SOLE   310,490 0 0
WEATHERFORD INTL PLC ORD SHS G48833100 8,330 1,252,620 SH   SOLE   1,252,620 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 110 3,055 SH   SOLE   3,055 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 14,573 954,990 SH   SOLE   954,990 0 0
MEDTRONIC PLC SHS G5960L103 16,444 204,124 SH   SOLE   204,124 0 0
NABORS INDUSTRIES LTD SHS G6359F103 293 22,400 SH   SOLE   22,400 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 341 21,880 SH   SOLE   21,880 0 0
PERRIGO CO PLC SHS G97822103 25 380 SH   SOLE   380 0 0
LOGITECH INTL S A SHS H50430232 7,408 232,445 SH   SOLE   232,445 0 0
TRANSOCEAN LTD REG SHS H8817H100 144 11,600 SH   SOLE   11,600 0 0
TRINSEO S A SHS L9340P101 7,559 112,660 SH   SOLE   112,660 0 0
WIX COM LTD SHS M98068105 7,084 104,330 SH   SOLE   104,330 0 0
FERRARI N V COM N3167Y103 128 1,725 SH   SOLE   1,725 0 0
INTERXION HOLDING N.V SHS N47279109 13,087 330,802 SH   SOLE   330,802 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 35,696 581,375 SH   SOLE   581,375 0 0
NXP SEMICONDUCTORS N V COM N6596X109 305 2,950 SH   SOLE   2,950 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 15,158 487,090 SH   SOLE   487,090 0 0
BROADCOM LTD SHS Y09827109 136 620 SH   SOLE   620 0 0
ABIOMED INC COM 003654100 28,007 223,697 SH   SOLE   223,697 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 7,116 206,980 SH   SOLE   206,980 0 0
ACI WORLDWIDE INC COM 004498101 6,071 283,810 SH   SOLE   283,810 0 0
ACXIOM CORP COM 005125109 8,860 311,220 SH   SOLE   311,220 0 0
ADOBE SYS INC COM 00724F101 52,109 400,438 SH   SOLE   400,438 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,625 57,890 SH   SOLE   57,890 0 0
ADVANCED MICRO DEVICES INC COM 007903107 9,145 628,550 SH   SOLE   628,550 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,592 37,500 SH   SOLE   37,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 247 2,290 SH   SOLE   2,290 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 8,528 474,835 SH   SOLE   474,835 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 5,160 143,105 SH   SOLE   143,105 0 0
ALMOST FAMILY INC COM 020409108 9,261 190,560 SH   SOLE   190,560 0 0
ALPHABET INC CAP STK CL A 02079K305 42 50 SH   SOLE   50 0 0
ALPHABET INC CAP STK CL C 02079K107 48,835 58,868 SH   SOLE   58,868 0 0
AMAZON COM INC COM 023135106 30,603 34,520 SH   SOLE   34,520 0 0
AMERICAN EXPRESS CO COM 025816109 212 2,675 SH   SOLE   2,675 0 0
ANADARKO PETE CORP COM 032511107 5,204 83,940 SH   SOLE   83,940 0 0
ANSYS INC COM 03662Q105 1,570 14,690 SH   SOLE   14,690 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 1,220 36,800 SH   SOLE   36,800 0 0
APACHE CORP COM 037411105 6,925 134,760 SH   SOLE   134,760 0 0
APPLE INC COM 037833100 25,564 177,947 SH   SOLE   177,947 0 0
APPLIED MATLS INC COM 038222105 39,161 1,006,703 SH   SOLE   1,006,703 0 0
ARRAY BIOPHARMA INC COM 04269X105 3,127 349,781 SH   SOLE   349,781 0 0
BP PLC SPONSORED ADR 055622104 2,729 79,070 SH   SOLE   79,070 0 0
BWX TECHNOLOGIES INC COM 05605H100 15,277 320,940 SH   SOLE   320,940 0 0
BAKER HUGHES INC COM 057224107 6,364 106,390 SH   SOLE   106,390 0 0
BANCO DE CHILE SPONSORED ADR 059520106 98 1,360 SH   SOLE   1,360 0 0
BANK AMER CORP COM 060505104 11,460 485,800 SH   SOLE   485,800 0 0
BANKUNITED INC COM 06652K103 4,000 107,210 SH   SOLE   107,210 0 0
BARRICK GOLD CORP COM 067901108 1,757 92,500 SH   SOLE   92,500 0 0
BARRACUDA NETWORKS INC COM 068323104 7,296 315,696 SH   SOLE   315,696 0 0
BERRY PLASTICS GROUP INC COM 08579W103 12,183 250,840 SH   SOLE   250,840 0 0
BIOGEN INC COM 09062X103 33,042 120,846 SH   SOLE   120,846 0 0
BIOVERATIV INC COM 09075E100 11,029 202,510 SH   SOLE   202,510 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 2,029 110,840 SH   SOLE   110,840 0 0
BOEING CO COM 097023105 884 5,000 SH   SOLE   5,000 0 0
BORGWARNER INC COM 099724106 432 10,340 SH   SOLE   10,340 0 0
BOYD GAMING CORP COM 103304101 13,336 605,890 SH   SOLE   605,890 0 0
BRINKS CO COM 109696104 7,696 143,990 SH   SOLE   143,990 0 0
BROOKS AUTOMATION INC COM 114340102 6,150 274,565 SH   SOLE   274,565 0 0
BRUNSWICK CORP COM 117043109 3,297 53,875 SH   SOLE   53,875 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 983 14,341 SH   SOLE   14,341 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 8,518 571,680 SH   SOLE   571,680 0 0
BURLINGTON STORES INC COM 122017106 12,709 130,625 SH   SOLE   130,625 0 0
CBOE HLDGS INC COM 12503M108 6,911 85,245 SH   SOLE   85,245 0 0
CBRE GROUP INC CL A 12504L109 23,267 668,784 SH   SOLE   668,784 0 0
CDW CORP COM 12514G108 4,806 83,270 SH   SOLE   83,270 0 0
CME GROUP INC COM 12572Q105 46,543 391,779 SH   SOLE   391,779 0 0
CNOOC LTD SPONSORED ADR 126132109 957 7,990 SH   SOLE   7,990 0 0
CABOT OIL & GAS CORP COM 127097103 1,243 51,970 SH   SOLE   51,970 0 0
CALLON PETE CO DEL COM 13123X102 6,658 505,910 SH   SOLE   505,910 0 0
CARRIZO OIL & GAS INC COM 144577103 481 16,780 SH   SOLE   16,780 0 0
CELANESE CORP DEL COM SER A 150870103 5,632 62,685 SH   SOLE   62,685 0 0
CHEMOURS CO COM 163851108 15,983 415,155 SH   SOLE   415,155 0 0
CHENIERE ENERGY INC COM NEW 16411R208 13,237 280,040 SH   SOLE   280,040 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 2,882 89,190 SH   SOLE   89,190 0 0
CHESAPEAKE ENERGY CORP COM 165167107 9,837 1,656,130 SH   SOLE   1,656,130 0 0
CHEVRON CORP NEW COM 166764100 10,870 101,235 SH   SOLE   101,235 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 3,239 39,740 SH   SOLE   39,740 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 305 4,910 SH   SOLE   4,910 0 0
CIMAREX ENERGY CO COM 171798101 7,349 61,500 SH   SOLE   61,500 0 0
CINEMARK HOLDINGS INC COM 17243V102 13,588 306,440 SH   SOLE   306,440 0 0
CISCO SYS INC COM 17275R102 169 5,000 SH   SOLE   5,000 0 0
CINTAS CORP COM 172908105 2,430 19,200 SH   SOLE   19,200 0 0
CITIGROUP INC COM NEW 172967424 34,527 577,184 SH   SOLE   577,184 0 0
CLOVIS ONCOLOGY INC COM 189464100 6,791 106,665 SH   SOLE   106,665 0 0
COACH INC COM 189754104 34,696 839,475 SH   SOLE   839,475 0 0
COCA COLA CO COM 191216100 289 6,820 SH   SOLE   6,820 0 0
COGNEX CORP COM 192422103 3,943 46,965 SH   SOLE   46,965 0 0
COHERENT INC COM 192479103 11,382 55,350 SH   SOLE   55,350 0 0
COMMSCOPE HLDG CO INC COM 20337X109 4,498 107,845 SH   SOLE   107,845 0 0
CONCHO RES INC COM 20605P101 6,751 52,600 SH   SOLE   52,600 0 0
CONOCOPHILLIPS COM 20825C104 7,801 156,420 SH   SOLE   156,420 0 0
CONSOL ENERGY INC COM 20854P109 9 530 SH   SOLE   530 0 0
CONTINENTAL RESOURCES INC COM 212015101 27,921 614,724 SH   SOLE   614,724 0 0
COSTCO WHSL CORP NEW COM 22160K105 39,719 236,860 SH   SOLE   236,860 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,229 46,800 SH   SOLE   46,800 0 0
CUMMINS INC COM 231021106 45 300 SH   SOLE   300 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 13,022 946,330 SH   SOLE   946,330 0 0
CYRUSONE INC COM 23283R100 10,145 197,105 SH   SOLE   197,105 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 341 9,690 SH   SOLE   9,690 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 4,225 107,700 SH   SOLE   107,700 0 0
DST SYS INC DEL COM 233326107 1,450 11,840 SH   SOLE   11,840 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 17,240 282,205 SH   SOLE   282,205 0 0
DEERE & CO COM 244199105 14,769 135,671 SH   SOLE   135,671 0 0
DENTSPLY SIRONA INC COM 24906P109 800 12,820 SH   SOLE   12,820 0 0
DERMIRA INC COM 24983L104 6,127 179,616 SH   SOLE   179,616 0 0
DEVON ENERGY CORP NEW COM 25179M103 16,324 391,287 SH   SOLE   391,287 0 0
DEVRY ED GROUP INC COM 251893103 10,692 301,600 SH   SOLE   301,600 0 0
DEXCOM INC COM 252131107 3,249 38,345 SH   SOLE   38,345 0 0
DIAMONDBACK ENERGY INC COM 25278X109 11,620 112,042 SH   SOLE   112,042 0 0
DICKS SPORTING GOODS INC COM 253393102 25,066 515,116 SH   SOLE   515,116 0 0
DIEBOLD NXDF INC COM 253651103 15,035 489,750 SH   SOLE   489,750 0 0
DIGITALGLOBE INC COM NEW 25389M877 6,218 189,855 SH   SOLE   189,855 0 0
DISNEY WALT CO COM DISNEY 254687106 227 2,000 SH   SOLE   2,000 0 0
DOMINION MIDSTREAM PARTNERS COM UT REP LTD 257454108 2,799 87,606 SH   SOLE   87,606 0 0
DORMAN PRODUCTS INC COM 258278100 7,619 92,770 SH   SOLE   92,770 0 0
ENI S P A SPONSORED ADR 26874R108 5,166 157,840 SH   SOLE   157,840 0 0
EOG RES INC COM 26875P101 26,245 269,046 SH   SOLE   269,046 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,168 28,195 SH   SOLE   28,195 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,080 116,935 SH   SOLE   116,935 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 16,528 175,704 SH   SOLE   175,704 0 0
8X8 INC NEW COM 282914100 7,124 467,141 SH   SOLE   467,141 0 0
ELECTRONIC ARTS INC COM 285512109 31,687 353,968 SH   SOLE   353,968 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 4,241 306,218 SH   SOLE   306,218 0 0
ENBRIDGE INC COM 29250N105 418 9,980 SH   SOLE   9,980 0 0
ENCANA CORP COM 292505104 6,338 541,235 SH   SOLE   541,235 0 0
ENERGEN CORP COM 29265N108 4,989 91,650 SH   SOLE   91,650 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 1,841 93,300 SH   SOLE   93,300 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 8,387 229,656 SH   SOLE   229,656 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 3,517 192,200 SH   SOLE   192,200 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 19,054 690,120 SH   SOLE   690,120 0 0
EXELIXIS INC COM 30161Q104 11,714 540,570 SH   SOLE   540,570 0 0
EXXON MOBIL CORP COM 30231G102 7,925 96,640 SH   SOLE   96,640 0 0
FLIR SYS INC COM 302445101 3,775 104,040 SH   SOLE   104,040 0 0
F M C CORP COM NEW 302491303 5,459 78,440 SH   SOLE   78,440 0 0
FACEBOOK INC CL A 30303M102 28,567 201,102 SH   SOLE   201,102 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 2,704 368,925 SH   SOLE   368,925 0 0
FASTENAL CO COM 311900104 1,999 38,810 SH   SOLE   38,810 0 0
FEDEX CORP COM 31428X106 34,023 174,342 SH   SOLE   174,342 0 0
F5 NETWORKS INC COM 315616102 4,826 33,850 SH   SOLE   33,850 0 0
FIBROGEN INC COM 31572Q808 3,527 143,090 SH   SOLE   143,090 0 0
FINANCIAL ENGINES INC COM 317485100 11,365 260,968 SH   SOLE   260,968 0 0
FIRST DATA CORP NEW COM CL A 32008D106 4,966 320,410 SH   SOLE   320,410 0 0
FISERV INC COM 337738108 6,076 52,694 SH   SOLE   52,694 0 0
FIVE9 INC COM 338307101 7,063 429,124 SH   SOLE   429,124 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 10,884 71,872 SH   SOLE   71,872 0 0
FORTINET INC COM 34959E109 2,631 68,610 SH   SOLE   68,610 0 0
GTT COMMUNICATIONS INC COM 362393100 8,215 337,362 SH   SOLE   337,362 0 0
GALAPAGOS NV SPON ADR 36315X101 524 6,075 SH   SOLE   6,075 0 0
GALLAGHER ARTHUR J & CO COM 363576109 5,293 93,610 SH   SOLE   93,610 0 0
GENERAL ELECTRIC CO COM 369604103 2,475 83,058 SH   SOLE   83,058 0 0
GENESEE & WYO INC CL A 371559105 187 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 2,442 114,500 SH   SOLE   114,500 0 0
GILEAD SCIENCES INC COM 375558103 1,036 15,250 SH   SOLE   15,250 0 0
GOLDCORP INC NEW COM 380956409 1,240 85,000 SH   SOLE   85,000 0 0
GRAND CANYON ED INC COM 38526M106 17,467 243,915 SH   SOLE   243,915 0 0
GREEN DOT CORP CL A 39304D102 12,241 366,945 SH   SOLE   366,945 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 113 1,500 SH   SOLE   1,500 0 0
HALLIBURTON CO COM 406216101 10,811 219,690 SH   SOLE   219,690 0 0
HARLEY DAVIDSON INC COM 412822108 506 8,363 SH   SOLE   8,363 0 0
HOLOGIC INC COM 436440101 6,153 144,610 SH   SOLE   144,610 0 0
HOME DEPOT INC COM 437076102 58,079 395,551 SH   SOLE   395,551 0 0
HONDA MOTOR LTD AMERN SHS 438128308 3,986 131,718 SH   SOLE   131,718 0 0
HUDSON TECHNOLOGIES INC COM 444144109 3,927 594,972 SH   SOLE   594,972 0 0
HUNT J B TRANS SVCS INC COM 445658107 20,975 228,633 SH   SOLE   228,633 0 0
HUNTINGTON BANCSHARES INC COM 446150104 4,665 348,370 SH   SOLE   348,370 0 0
IDEXX LABS INC COM 45168D104 2,703 17,480 SH   SOLE   17,480 0 0
ILLINOIS TOOL WKS INC COM 452308109 102 770 SH   SOLE   770 0 0
INPHI CORP COM 45772F107 8,085 165,605 SH   SOLE   165,605 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 6,785 161,053 SH   SOLE   161,053 0 0
INTEL CORP COM 458140100 79 2,200 SH   SOLE   2,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,442 7,100 SH   SOLE   7,100 0 0
ISHARES INDIA 50 ETF 464289529 1,768 54,700 SH   SOLE   54,700 0 0
ISHARES TR MSCI EAFE ETF 464287465 7,942 127,500 SH   SOLE   127,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 70,114 1,780,000 SH   SOLE   1,780,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,472 21,720 SH   SOLE   21,720 0 0
ISHARES TR RUS MD CP GR ETF 464287481 270 2,600 SH   SOLE   2,600 0 0
ISHARES TR 20 YR TR BD ETF 464287432 3,621 30,000 SH   SOLE   30,000 0 0
ISHARES TR HDG MSCI GERMN 46434V704 5,566 200,000 SH   SOLE   200,000 0 0
ITRON INC COM 465741106 10,784 177,660 SH   SOLE   177,660 0 0
JPMORGAN CHASE & CO COM 46625H100 10,725 122,100 SH   SOLE   122,100 0 0
KAR AUCTION SVCS INC COM 48238T109 2,852 65,305 SH   SOLE   65,305 0 0
KLX INC COM 482539103 8,248 184,525 SH   SOLE   184,525 0 0
K2M GROUP HLDGS INC COM 48273J107 8,210 400,308 SH   SOLE   400,308 0 0
KEANE GROUP INC COM 48669A108 5,099 356,540 SH   SOLE   356,540 0 0
KENNAMETAL INC COM 489170100 13,338 340,000 SH   SOLE   340,000 0 0
KITE PHARMA INC COM 49803L109 3,384 43,110 SH   SOLE   43,110 0 0
LINCOLN ELEC HLDGS INC COM 533900106 4,914 56,570 SH   SOLE   56,570 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 13,035 490,769 SH   SOLE   490,769 0 0
LOUISIANA PAC CORP COM 546347105 12,163 490,035 SH   SOLE   490,035 0 0
MPLX LP COM UNIT REP LTD 55336V100 10,025 277,858 SH   SOLE   277,858 0 0
MSC INDL DIRECT INC CL A 553530106 4,654 45,290 SH   SOLE   45,290 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 9,082 118,092 SH   SOLE   118,092 0 0
MARATHON PETE CORP COM 56585A102 9,512 188,215 SH   SOLE   188,215 0 0
MERCURY SYS INC COM 589378108 13,242 339,096 SH   SOLE   339,096 0 0
MERITOR INC COM 59001K100 7,770 453,600 SH   SOLE   453,600 0 0
METHANEX CORP COM 59151K108 7,976 170,070 SH   SOLE   170,070 0 0
MICROSOFT CORP COM 594918104 46,414 704,735 SH   SOLE   704,735 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 51,579 699,088 SH   SOLE   699,088 0 0
MICROSEMI CORP COM 595137100 14,940 289,930 SH   SOLE   289,930 0 0
MIDDLEBY CORP COM 596278101 30,959 226,890 SH   SOLE   226,890 0 0
MONSANTO CO NEW COM 61166W101 693 6,120 SH   SOLE   6,120 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 16,949 367,106 SH   SOLE   367,106 0 0
MOOG INC CL A 615394202 1,773 26,330 SH   SOLE   26,330 0 0
MORGAN STANLEY COM NEW 617446448 34,975 816,420 SH   SOLE   816,420 0 0
MURPHY OIL CORP COM 626717102 8 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 5 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 437 22,760 SH   SOLE   22,760 0 0
NEKTAR THERAPEUTICS COM 640268108 7,200 306,760 SH   SOLE   306,760 0 0
NETFLIX INC COM 64110L106 21,733 147,035 SH   SOLE   147,035 0 0
NEVRO CORP COM 64157F103 15,053 160,655 SH   SOLE   160,655 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 127 2,100 SH   SOLE   2,100 0 0
NEWFIELD EXPL CO COM 651290108 269 7,300 SH   SOLE   7,300 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 14,574 207,750 SH   SOLE   207,750 0 0
NICE LTD SPONSORED ADR 653656108 274 4,035 SH   SOLE   4,035 0 0
NIKE INC CL B 654106103 111 2,000 SH   SOLE   2,000 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 2,197 42,184 SH   SOLE   42,184 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 1,208 23,240 SH   SOLE   23,240 0 0
NUTRI SYS INC NEW COM 67069D108 5,105 91,980 SH   SOLE   91,980 0 0
NUVASIVE INC COM 670704105 14,042 188,035 SH   SOLE   188,035 0 0
OLD DOMINION FGHT LINES INC COM 679580100 13,639 159,385 SH   SOLE   159,385 0 0
ON SEMICONDUCTOR CORP COM 682189105 12,524 808,550 SH   SOLE   808,550 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 5,146 95,320 SH   SOLE   95,320 0 0
OSHKOSH CORP COM 688239201 7,555 110,150 SH   SOLE   110,150 0 0
OWENS CORNING NEW COM 690742101 3,428 55,860 SH   SOLE   55,860 0 0
PDC ENERGY INC COM 69327R101 686 11,000 SH   SOLE   11,000 0 0
PDF SOLUTIONS INC COM 693282105 5,495 242,939 SH   SOLE   242,939 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,489 70,600 SH   SOLE   70,600 0 0
PRA GROUP INC COM 69354N106 1,051 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 16,307 249,995 SH   SOLE   249,995 0 0
PTC INC COM 69370C100 4,048 77,035 SH   SOLE   77,035 0 0
PACCAR INC COM 693718108 306 4,550 SH   SOLE   4,550 0 0
PALO ALTO NETWORKS INC COM 697435105 23,915 212,235 SH   SOLE   212,235 0 0
PANERA BREAD CO CL A 69840W108 36,717 140,209 SH   SOLE   140,209 0 0
PARKER HANNIFIN CORP COM 701094104 27,465 171,311 SH   SOLE   171,311 0 0
PARSLEY ENERGY INC CL A 701877102 670 20,600 SH   SOLE   20,600 0 0
PATTERSON UTI ENERGY INC COM 703481101 2,952 121,640 SH   SOLE   121,640 0 0
PAYCHEX INC COM 704326107 868 14,740 SH   SOLE   14,740 0 0
PEPSICO INC COM 713448108 179 1,600 SH   SOLE   1,600 0 0
PERKINELMER INC COM 714046109 3,255 56,060 SH   SOLE   56,060 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,776 24,240 SH   SOLE   24,240 0 0
PFIZER INC COM 717081103 222 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 1,001 12,630 SH   SOLE   12,630 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 2,845 55,399 SH   SOLE   55,399 0 0
PINNACLE FOODS INC DEL COM 72348P104 4,703 81,270 SH   SOLE   81,270 0 0
PIONEER NAT RES CO COM 723787107 9,291 49,890 SH   SOLE   49,890 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 4,954 156,730 SH   SOLE   156,730 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 1,492 47,721 SH   SOLE   47,721 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 3,024 77,175 SH   SOLE   77,175 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 13,238 100,000 SH   SOLE   100,000 0 0
PRIMERICA INC COM 74164M108 14,661 178,355 SH   SOLE   178,355 0 0
PROCTER AND GAMBLE CO COM 742718109 341 3,800 SH   SOLE   3,800 0 0
PROS HOLDINGS INC COM 74346Y103 6,315 261,065 SH   SOLE   261,065 0 0
PROSPERITY BANCSHARES INC COM 743606105 4,014 57,580 SH   SOLE   57,580 0 0
QUALCOMM INC COM 747525103 399 6,950 SH   SOLE   6,950 0 0
QUANTA SVCS INC COM 74762E102 17,092 460,580 SH   SOLE   460,580 0 0
RPC INC COM 749660106 712 38,900 SH   SOLE   38,900 0 0
RPM INTL INC COM 749685103 1,114 20,240 SH   SOLE   20,240 0 0
RANDGOLD RES LTD ADR 752344309 2,618 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 2,917 100,240 SH   SOLE   100,240 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 4,351 57,050 SH   SOLE   57,050 0 0
RBC BEARINGS INC COM 75524B104 8,756 90,188 SH   SOLE   90,188 0 0
REALPAGE INC COM 75606N109 5,606 160,628 SH   SOLE   160,628 0 0
RED HAT INC COM 756577102 31,054 359,008 SH   SOLE   359,008 0 0
RESMED INC COM 761152107 2,210 30,705 SH   SOLE   30,705 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 5,080 91,145 SH   SOLE   91,145 0 0
RICE ENERGY INC COM 762760106 3,216 135,690 SH   SOLE   135,690 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 4,315 171,093 SH   SOLE   171,093 0 0
RINGCENTRAL INC CL A 76680R206 13,159 464,970 SH   SOLE   464,970 0 0
ROGERS CORP COM 775133101 7,332 85,385 SH   SOLE   85,385 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 9,741 184,730 SH   SOLE   184,730 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 174 2,095 SH   SOLE   2,095 0 0
SM ENERGY CO COM 78454L100 1,732 72,120 SH   SOLE   72,120 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,384 28,500 SH   SOLE   28,500 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 10,670 286,600 SH   SOLE   286,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,356 123,051 SH   SOLE   123,051 0 0
SCHLUMBERGER LTD COM 806857108 5,533 70,841 SH   SOLE   70,841 0 0
SCHWAB CHARLES CORP NEW COM 808513105 38,349 939,704 SH   SOLE   939,704 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 9,562 404,315 SH   SOLE   404,315 0 0
SEALED AIR CORP NEW COM 81211K100 603 13,840 SH   SOLE   13,840 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 5,736 72,375 SH   SOLE   72,375 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 997 30,921 SH   SOLE   30,921 0 0
SHOPIFY INC CL A 82509L107 13,527 198,670 SH   SOLE   198,670 0 0
SKECHERS U S A INC CL A 830566105 10,089 367,550 SH   SOLE   367,550 0 0
SMITH A O COM 831865209 4,331 84,665 SH   SOLE   84,665 0 0
SMART SAND INC COM 83191H107 5,097 313,679 SH   SOLE   313,679 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 559 16,265 SH   SOLE   16,265 0 0
SONIC CORP COM 835451105 1,138 44,885 SH   SOLE   44,885 0 0
SOTHEBYS COM 835898107 8,187 180,005 SH   SOLE   180,005 0 0
SOUTHWEST AIRLS CO COM 844741108 2,196 40,840 SH   SOLE   40,840 0 0
SOUTHWESTERN ENERGY CO COM 845467109 16 1,900 SH   SOLE   1,900 0 0
SPECTRANETICS CORP COM 84760C107 9,157 314,410 SH   SOLE   314,410 0 0
SPLUNK INC COM 848637104 15,180 243,693 SH   SOLE   243,693 0 0
SQUARE INC CL A 852234103 4,353 251,885 SH   SOLE   251,885 0 0
STARBUCKS CORP COM 855244109 12,771 218,726 SH   SOLE   218,726 0 0
STATOIL ASA SPONSORED ADR 85771P102 934 54,380 SH   SOLE   54,380 0 0
STERICYCLE INC COM 858912108 2,146 25,890 SH   SOLE   25,890 0 0
STIFEL FINL CORP COM 860630102 8,716 173,670 SH   SOLE   173,670 0 0
STRYKER CORP COM 863667101 45 340 SH   SOLE   340 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,635 85,680 SH   SOLE   85,680 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 295 12,080 SH   SOLE   12,080 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 8,798 281,091 SH   SOLE   281,091 0 0
SYNOVUS FINL CORP COM NEW 87161C501 15,824 385,759 SH   SOLE   385,759 0 0
SYNNEX CORP COM 87162W100 3,244 28,980 SH   SOLE   28,980 0 0
TJX COS INC NEW COM 872540109 541 6,840 SH   SOLE   6,840 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 188 5,710 SH   SOLE   5,710 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 14,513 244,870 SH   SOLE   244,870 0 0
TAL ED GROUP ADS REPSTG COM 874080104 505 4,740 SH   SOLE   4,740 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 2,534 47,633 SH   SOLE   47,633 0 0
TARGA RES CORP COM 87612G101 3,698 61,740 SH   SOLE   61,740 0 0
TELEFLEX INC COM 879369106 4,779 24,670 SH   SOLE   24,670 0 0
TELENAV INC COM 879455103 4,364 504,483 SH   SOLE   504,483 0 0
TESARO INC COM 881569107 10,993 71,445 SH   SOLE   71,445 0 0
TESORO CORP COM 881609101 3,173 39,140 SH   SOLE   39,140 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 3,074 56,443 SH   SOLE   56,443 0 0
TIMKEN CO COM 887389104 13,485 298,340 SH   SOLE   298,340 0 0
TIVITY HEALTH INC COM 88870R102 8,290 284,875 SH   SOLE   284,875 0 0
TIVO CORP COM 88870P106 14 739 SH   SOLE   739 0 0
TOPBUILD CORP COM 89055F103 8,193 174,310 SH   SOLE   174,310 0 0
TOTAL S A SPONSORED ADR 89151E109 10,756 213,320 SH   SOLE   213,320 0 0
TRANSCANADA CORP COM 89353D107 3,074 66,600 SH   SOLE   66,600 0 0
TRANSDIGM GROUP INC COM 893641100 192 870 SH   SOLE   870 0 0
TRANSUNION COM 89400J107 5,142 134,090 SH   SOLE   134,090 0 0
TRIMBLE INC COM 896239100 1,835 57,340 SH   SOLE   57,340 0 0
TRUECAR INC COM 89785L107 5,632 364,035 SH   SOLE   364,035 0 0
U S SILICA HLDGS INC COM 90346E103 21,002 437,637 SH   SOLE   437,637 0 0
ULTA BEAUTY INC COM 90384S303 31,775 111,403 SH   SOLE   111,403 0 0
UNDER ARMOUR INC CL A 904311107 896 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 927 50,656 SH   SOLE   50,656 0 0
UNION PAC CORP COM 907818108 212 2,000 SH   SOLE   2,000 0 0
UNIT CORP COM 909218109 242 10,030 SH   SOLE   10,030 0 0
UNITED RENTALS INC COM 911363109 26,018 208,060 SH   SOLE   208,060 0 0
UNITEDHEALTH GROUP INC COM 91324P102 48,262 294,260 SH   SOLE   294,260 0 0
UNIVAR INC COM 91336L107 14,362 468,430 SH   SOLE   468,430 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 13,185 153,135 SH   SOLE   153,135 0 0
VCA INC COM 918194101 1,347 14,720 SH   SOLE   14,720 0 0
VAIL RESORTS INC COM 91879Q109 4,761 24,810 SH   SOLE   24,810 0 0
VALERO ENERGY CORP NEW COM 91913Y100 4,984 75,180 SH   SOLE   75,180 0 0
VAREX IMAGING CORP COM 92214X106 281 8,372 SH   SOLE   8,372 0 0
VARIAN MED SYS INC COM 92220P105 1,907 20,930 SH   SOLE   20,930 0 0
VEEVA SYS INC CL A COM 922475108 30,856 601,720 SH   SOLE   601,720 0 0
VERINT SYS INC COM 92343X100 7,962 183,555 SH   SOLE   183,555 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,934 26,830 SH   SOLE   26,830 0 0
VIDEOCON D2H LTD ADR 92657J101 461 40,105 SH   SOLE   40,105 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,075 59,803 SH   SOLE   59,803 0 0
VISA INC COM CL A 92826C839 28,648 322,357 SH   SOLE   322,357 0 0
VISTEON CORP COM NEW 92839U206 14,565 148,695 SH   SOLE   148,695 0 0
VONAGE HLDGS CORP COM 92886T201 13,063 2,066,900 SH   SOLE   2,066,900 0 0
WAGEWORKS INC COM 930427109 8,470 117,145 SH   SOLE   117,145 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 40 480 SH   SOLE   480 0 0
WASTE CONNECTIONS INC COM 94106B101 6,608 74,900 SH   SOLE   74,900 0 0
WATERS CORP COM 941848103 1,191 7,620 SH   SOLE   7,620 0 0
WEBSTER FINL CORP CONN COM 947890109 5,724 114,385 SH   SOLE   114,385 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,352 210,870 SH   SOLE   210,870 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 5,826 96,381 SH   SOLE   96,381 0 0
WESTLAKE CHEM CORP COM 960413102 3,313 50,155 SH   SOLE   50,155 0 0
WHITING PETE CORP NEW COM 966387102 2,122 224,310 SH   SOLE   224,310 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 9,836 240,900 SH   SOLE   240,900 0 0
XILINX INC COM 983919101 4,210 72,720 SH   SOLE   72,720 0 0
XPERI CORP COM 98421B100 6,969 205,260 SH   SOLE   205,260 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 13,936 152,720 SH   SOLE   152,720 0 0