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
ABBVIE INC COM 00287Y109 4,162 57,400 SH   SOLE   57,400 0 0
ADOBE SYS INC COM 00724F101 184,540 1,304,724 SH   SOLE   1,304,724 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,200 18,870 SH   SOLE   18,870 0 0
AETNA INC NEW COM 00817Y108 1,741 11,470 SH   SOLE   11,470 0 0
AKORN INC COM 009728106 2,389 71,220 SH   SOLE   71,220 0 0
ALASKA AIR GROUP INC COM 011659109 1,747 19,460 SH   SOLE   19,460 0 0
ALIGN TECHNOLOGY INC COM 016255101 2,423 16,140 SH   SOLE   16,140 0 0
ALLSTATE CORP COM 020002101 1,750 19,790 SH   SOLE   19,790 0 0
ALPHABET INC CAP STK CL C 02079K107 297,562 327,448 SH   SOLE   327,448 0 0
ALTICE USA INC CL A 02156K103 6,214 192,370 SH   SOLE   192,370 0 0
AMAZON COM INC COM 023135106 4,017 4,150 SH   SOLE   4,150 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 1,761 34,990 SH   SOLE   34,990 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 4,024 257,980 SH   SOLE   257,980 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 3,286 272,722 SH   SOLE   272,722 0 0
AMERICAN EXPRESS CO COM 025816109 1,750 20,770 SH   SOLE   20,770 0 0
AMGEN INC COM 031162100 1,757 10,200 SH   SOLE   10,200 0 0
ANALOG DEVICES INC COM 032654105 2,289 29,420 SH   SOLE   29,420 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 152,029 1,377,577 SH   SOLE   1,377,577 0 0
ANTHEM INC COM 036752103 2,414 12,830 SH   SOLE   12,830 0 0
APPLE INC COM 037833100 1,712 11,890 SH   SOLE   11,890 0 0
APPLIED MATLS INC COM 038222105 3,802 92,030 SH   SOLE   92,030 0 0
ARISTA NETWORKS INC COM 040413106 2,391 15,960 SH   SOLE   15,960 0 0
BARD C R INC COM 067383109 2,409 7,620 SH   SOLE   7,620 0 0
BARNES & NOBLE INC COM 067774109 701 92,255 SH   SOLE   92,255 0 0
BAXTER INTL INC COM 071813109 2,405 39,730 SH   SOLE   39,730 0 0
BEST BUY INC COM 086516101 3,124 54,490 SH   SOLE   54,490 0 0
BIOGEN INC COM 09062X103 4,133 15,230 SH   SOLE   15,230 0 0
BLOOMIN BRANDS INC COM 094235108 3,045 143,410 SH   SOLE   143,410 0 0
BRINKER INTL INC COM 109641100 3,064 80,420 SH   SOLE   80,420 0 0
BURLINGTON STORES INC COM 122017106 2,640 28,700 SH   SOLE   28,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,334 69,680 SH   SOLE   69,680 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 5,071 1,221,809 SH   SOLE   1,221,809 0 0
CBS CORP NEW CL B 124857202 4,014 62,940 SH   SOLE   62,940 0 0
CELGENE CORP COM 151020104 2,487 19,150 SH   SOLE   19,150 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 835 88,620 SH   SOLE   88,620 0 0
CENTERSTATE BANKS INC COM 15201P109 3,274 131,679 SH   SOLE   131,679 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 110,224 327,221 SH   SOLE   327,221 0 0
CHEMOURS CO COM 163851108 2,422 63,880 SH   SOLE   63,880 0 0
CIGNA CORPORATION COM 125509109 242,378 1,447,984 SH   SOLE   1,447,984 0 0
CISCO SYS INC COM 17275R102 1,719 54,910 SH   SOLE   54,910 0 0
CITIZENS FINL GROUP INC COM 174610105 2,423 67,900 SH   SOLE   67,900 0 0
CITRIX SYS INC COM 177376100 2,346 29,480 SH   SOLE   29,480 0 0
COGNEX CORP COM 192422103 2,291 26,980 SH   SOLE   26,980 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 92 1,584 SH   SOLE   1,584 0 0
COMERICA INC COM 200340107 4,079 55,690 SH   SOLE   55,690 0 0
COMMSCOPE HLDG CO INC COM 20337X109 189,243 4,976,160 SH   SOLE   4,976,160 0 0
CONSTELLATION BRANDS INC CL A 21036P108 135,284 698,310 SH   SOLE   698,310 0 0
CROCS INC COM 227046109 1,209 156,761 SH   SOLE   156,761 0 0
DARDEN RESTAURANTS INC COM 237194105 1,471 16,260 SH   SOLE   16,260 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,752 32,600 SH   SOLE   32,600 0 0
DILLARDS INC CL A 254067101 3,672 63,653 SH   SOLE   63,653 0 0
DOLLAR TREE INC COM 256746108 568,842 8,135,605 SH   SOLE   8,135,605 0 0
DOMINOS PIZZA INC COM 25754A201 3,903 18,450 SH   SOLE   18,450 0 0
DOW CHEM CO COM 260543103 274,667 4,354,960 SH   SOLE   4,354,960 0 0
DXC TECHNOLOGY CO COM 23355L106 226,616 2,953,801 SH   SOLE   2,953,801 0 0
DYCOM INDS INC COM 267475101 2,451 27,380 SH   SOLE   27,380 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,148 109,080 SH   SOLE   109,080 0 0
EBAY INC COM 278642103 3,269 93,620 SH   SOLE   93,620 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,982 33,680 SH   SOLE   33,680 0 0
ELECTRONIC ARTS INC COM 285512109 3,808 36,020 SH   SOLE   36,020 0 0
ENTEGRIS INC COM 29362U104 3,760 171,310 SH   SOLE   171,310 0 0
ENVISION HEALTHCARE CORP COM 29414D100 319,197 5,093,292 SH   SOLE   5,093,292 0 0
ETSY INC COM 29786A106 492 32,804 SH   SOLE   32,804 0 0
EXELIXIS INC COM 30161Q104 4,631 188,010 SH   SOLE   188,010 0 0
EXPRESS INC COM 30219E103 1,969 291,737 SH   SOLE   291,737 0 0
FACEBOOK INC CL A 30303M102 532,639 3,527,877 SH   SOLE   3,527,877 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 2,386 224,440 SH   SOLE   224,440 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 176,220 2,063,463 SH   SOLE   2,063,463 0 0
FIVE BELOW INC COM 33829M101 1,797 36,390 SH   SOLE   36,390 0 0
GILEAD SCIENCES INC COM 375558103 1,753 24,760 SH   SOLE   24,760 0 0
GNC HLDGS INC COM CL A 36191G107 2,797 331,740 SH   SOLE   331,740 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,008 18,060 SH   SOLE   18,060 0 0
GOPRO INC CL A 38268T103 589 72,481 SH   SOLE   72,481 0 0
GRAND CANYON ED INC COM 38526M106 3,794 48,389 SH   SOLE   48,389 0 0
GRUBHUB INC COM 400110102 1,315 30,170 SH   SOLE   30,170 0 0
HCA HEALTHCARE INC COM 40412C101 4,059 46,550 SH   SOLE   46,550 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 2,385 27,420 SH   SOLE   27,420 0 0
HERBALIFE LTD COM USD SHS G4412G101 1,432 20,080 SH   SOLE   20,080 0 0
HOLOGIC INC COM 436440101 4,017 88,510 SH   SOLE   88,510 0 0
HOME DEPOT INC COM 437076102 1,752 11,420 SH   SOLE   11,420 0 0
HUMANA INC COM 444859102 3,997 16,610 SH   SOLE   16,610 0 0
HUNTSMAN CORP COM 447011107 4,122 159,520 SH   SOLE   159,520 0 0
IDEXX LABS INC COM 45168D104 3,806 23,580 SH   SOLE   23,580 0 0
IMPAX LABORATORIES INC COM 45256B101 115,265 7,159,336 SH   SOLE   7,159,336 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,966 4,240 SH   SOLE   4,240 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 2,440 15,690 SH   SOLE   15,690 0 0
JOHNSON & JOHNSON COM 478160104 3,982 30,100 SH   SOLE   30,100 0 0
JUNIPER NETWORKS INC COM 48203R104 3,876 139,020 SH   SOLE   139,020 0 0
LAM RESEARCH CORP COM 512807108 2,281 16,130 SH   SOLE   16,130 0 0
LAS VEGAS SANDS CORP COM 517834107 87,503 1,369,589 SH   SOLE   1,369,589 0 0
LEAR CORP COM NEW 521865204 3,954 27,830 SH   SOLE   27,830 0 0
LOUISIANA PAC CORP COM 546347105 2,436 101,050 SH   SOLE   101,050 0 0
LOWES COS INC COM 548661107 2,038 26,290 SH   SOLE   26,290 0 0
LPL FINL HLDGS INC COM 50212V100 2,506 59,030 SH   SOLE   59,030 0 0
LULULEMON ATHLETICA INC COM 550021109 2,186 36,630 SH   SOLE   36,630 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 176 896 SH   SOLE   896 0 0
MARTIN MARIETTA MATLS INC COM 573284106 109,456 491,760 SH   SOLE   491,760 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,721 14,170 SH   SOLE   14,170 0 0
MCDONALDS CORP COM 580135101 6,621 43,230 SH   SOLE   43,230 0 0
MGM RESORTS INTERNATIONAL COM 552953101 215,381 6,883,370 SH   SOLE   6,883,370 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,111 30,650 SH   SOLE   30,650 0 0
MICHAELS COS INC COM 59408Q106 5,418 292,570 SH   SOLE   292,570 0 0
MICROSTRATEGY INC CL A NEW 594972408 3,362 17,540 SH   SOLE   17,540 0 0
MOLSON COORS BREWING CO CL B 60871R209 438,738 5,081,514 SH   SOLE   5,081,514 0 0
MOMO INC ADR 60879B107 2,345 63,460 SH   SOLE   63,460 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,994 46,050 SH   SOLE   46,050 0 0
NETEASE INC SPONSORED ADR 64110W102 2,408 8,010 SH   SOLE   8,010 0 0
NEUSTAR INC CL A 64126X201 3,268 97,990 SH   SOLE   97,990 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 2,362 33,510 SH   SOLE   33,510 0 0
NIKE INC CL B 654106103 3,371 57,140 SH   SOLE   57,140 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 59,167 270,491 SH   SOLE   270,491 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 37,750 10,603,944 SH   SOLE   10,603,944 0 0
PARKER HANNIFIN CORP COM 701094104 3,992 24,980 SH   SOLE   24,980 0 0
PAYPAL HLDGS INC COM 70450Y103 3,142 58,550 SH   SOLE   58,550 0 0
PENNEY J C INC COM 708160106 4,106 883,090 SH   SOLE   883,090 0 0
PETMED EXPRESS INC COM 716382106 471 11,598 SH   SOLE   11,598 0 0
PFIZER INC COM 717081103 337,666 10,052,571 SH   SOLE   10,052,571 0 0
PHILIP MORRIS INTL INC COM 718172109 3,856 32,830 SH   SOLE   32,830 0 0
PIER 1 IMPORTS INC COM 720279108 2,498 481,370 SH   SOLE   481,370 0 0
PRICELINE GRP INC COM NEW 741503403 4,147 2,217 SH   SOLE   2,217 0 0
PRIMERICA INC COM 74164M108 3,630 47,922 SH   SOLE   47,922 0 0
QUALCOMM INC COM 747525103 210,548 3,812,886 SH   SOLE   3,812,886 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 1,923 29,476 SH   SOLE   29,476 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 2,185 213,380 SH   SOLE   213,380 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 326 14,986 SH   SOLE   14,986 0 0
S&P GLOBAL INC COM 78409V104 3,956 27,100 SH   SOLE   27,100 0 0
SABRE CORP COM 78573M104 322,633 14,820,095 SH   SOLE   14,820,095 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 1,896 93,620 SH   SOLE   93,620 0 0
SHIRE PLC SPONSORED ADR 82481R106 320,969 1,942,087 SH   SOLE   1,942,087 0 0
SKECHERS U S A INC CL A 830566105 4,737 160,590 SH   SOLE   160,590 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,797 39,570 SH   SOLE   39,570 0 0
SLM CORP COM 78442P106 2,486 216,170 SH   SOLE   216,170 0 0
SMART & FINAL STORES INC COM 83190B101 250 27,500 SH   SOLE   27,500 0 0
SONIC CORP COM 835451105 1,287 48,570 SH   SOLE   48,570 0 0
SOUTHWEST AIRLS CO COM 844741108 1,745 28,080 SH   SOLE   28,080 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,074 70,320 SH   SOLE   70,320 0 0
SPIRIT AIRLS INC COM 848577102 3,767 72,940 SH   SOLE   72,940 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 447 82,775 SH   SOLE   82,775 0 0
SPROUTS FMRS MKT INC COM 85208M102 4,267 188,210 SH   SOLE   188,210 0 0
STEEL DYNAMICS INC COM 858119100 2,446 68,310 SH   SOLE   68,310 0 0
SWIFT TRANSN CO CL A 87074U101 4,155 156,780 SH   SOLE   156,780 0 0
TAILORED BRANDS INC COM 87403A107 1,429 128,022 SH   SOLE   128,022 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,372 67,860 SH   SOLE   67,860 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,946 53,780 SH   SOLE   53,780 0 0
TAL ED GROUP ADS REPSTG COM 874080104 2,439 19,940 SH   SOLE   19,940 0 0
TARGET CORP COM 87612E106 2,038 38,980 SH   SOLE   38,980 0 0
TERADYNE INC COM 880770102 2,215 73,750 SH   SOLE   73,750 0 0
TESORO CORP COM 881609101 200,267 2,139,606 SH   SOLE   2,139,606 0 0
TEXAS INSTRS INC COM 882508104 3,870 50,300 SH   SOLE   50,300 0 0
TEXAS ROADHOUSE INC COM 882681109 3,313 65,019 SH   SOLE   65,019 0 0
TIFFANY & CO NEW COM 886547108 4,109 43,770 SH   SOLE   43,770 0 0
TJX COS INC NEW COM 872540109 3,961 54,890 SH   SOLE   54,890 0 0
TORO CO COM 891092108 3,935 56,790 SH   SOLE   56,790 0 0
ULTA BEAUTY INC COM 90384S303 3,922 13,650 SH   SOLE   13,650 0 0
UNITED CONTL HLDGS INC COM 910047109 3,242 43,080 SH   SOLE   43,080 0 0
UNITED RENTALS INC COM 911363109 4,031 35,760 SH   SOLE   35,760 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,429 18,720 SH   SOLE   18,720 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,048 21,830 SH   SOLE   21,830 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 662,466 5,426,487 SH   SOLE   5,426,487 0 0
US BANCORP DEL COM NEW 902973304 128,663 2,478,108 SH   SOLE   2,478,108 0 0
US FOODS HLDG CORP COM 912008109 34,745 1,276,434 SH   SOLE   1,276,434 0 0
VALE S A ADR 91912E105 2,422 276,820 SH   SOLE   276,820 0 0
VISA INC COM CL A 92826C839 102,243 1,090,239 SH   SOLE   1,090,239 0 0
VMWARE INC CL A COM 928563402 3,801 43,480 SH   SOLE   43,480 0 0
VULCAN MATLS CO COM 929160109 219,564 1,733,220 SH   SOLE   1,733,220 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 19,711 251,710 SH   SOLE   251,710 0 0
WASTE CONNECTIONS INC COM 94106B101 356,737 5,537,682 SH   SOLE   5,537,682 0 0
WATERS CORP COM 941848103 3,967 21,580 SH   SOLE   21,580 0 0
WAYFAIR INC CL A 94419L101 4,015 52,220 SH   SOLE   52,220 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 3,698 110,656 SH   SOLE   110,656 0 0
WILLIAMS SONOMA INC COM 969904101 4,866 100,320 SH   SOLE   100,320 0 0
WINGSTOP INC COM 974155103 2,348 75,983 SH   SOLE   75,983 0 0
WIX COM LTD SHS M98068105 2,325 33,400 SH   SOLE   33,400 0 0
WYNN RESORTS LTD COM 983134107 169,024 1,260,248 SH   SOLE   1,260,248 0 0
XENCOR INC COM 98401F105 3,334 157,928 SH   SOLE   157,928 0 0
XILINX INC COM 983919101 3,828 59,510 SH   SOLE   59,510 0 0
YANDEX N V SHS CLASS A N97284108 2,347 89,460 SH   SOLE   89,460 0 0
YUM BRANDS INC COM 988498101 2,646 35,870 SH   SOLE   35,870 0 0