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 2,414 41,640 SH   SOLE   41,640 0 0
ALLERGAN PLC SHS G0177J108 56 232 SH   SOLE   232 0 0
ATLASSIAN CORP PLC CL A G06242104 295 8,380 SH   SOLE   8,380 0 0
MIMECAST LTD ORD SHS G14838109 8,714 325,403 SH   SOLE   325,403 0 0
CREDICORP LTD COM G2519Y108 120 670 SH   SOLE   670 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 10,819 123,429 SH   SOLE   123,429 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 13,030 788,718 SH   SOLE   788,718 0 0
MEDTRONIC PLC SHS G5960L103 11,668 131,471 SH   SOLE   131,471 0 0
NABORS INDUSTRIES LTD SHS G6359F103 182 22,400 SH   SOLE   22,400 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 496 9,140 SH   SOLE   9,140 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 224 21,880 SH   SOLE   21,880 0 0
STERIS PLC SHS USD G84720104 4,574 56,125 SH   SOLE   56,125 0 0
PERRIGO CO PLC SHS G97822103 29 380 SH   SOLE   380 0 0
LOGITECH INTL S A SHS H50430232 6,846 186,737 SH   SOLE   186,737 0 0
TRANSOCEAN LTD REG SHS H8817H100 95 11,600 SH   SOLE   11,600 0 0
TRINSEO S A SHS L9340P101 5,268 76,684 SH   SOLE   76,684 0 0
WIX COM LTD SHS M98068105 292 4,195 SH   SOLE   4,195 0 0
FERRARI N V COM N3167Y103 148 1,725 SH   SOLE   1,725 0 0
INTERXION HOLDING N.V SHS N47279109 14,947 326,486 SH   SOLE   326,486 0 0
NXP SEMICONDUCTORS N V COM N6596X109 323 2,950 SH   SOLE   2,950 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 7,253 263,830 SH   SOLE   263,830 0 0
BROADCOM LTD SHS Y09827109 26,247 112,625 SH   SOLE   112,625 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 2,134 94,200 SH   SOLE   94,200 0 0
ABIOMED INC COM 003654100 43,326 302,345 SH   SOLE   302,345 0 0
ACI WORLDWIDE INC COM 004498101 8,961 400,590 SH   SOLE   400,590 0 0
ADOBE SYS INC COM 00724F101 27,350 193,366 SH   SOLE   193,366 0 0
ADTALEM GLOBAL ED INC COM 00737L103 16,335 430,440 SH   SOLE   430,440 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 4,075 77,538 SH   SOLE   77,538 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 410 6,910 SH   SOLE   6,910 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,692 37,500 SH   SOLE   37,500 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 8,242 378,404 SH   SOLE   378,404 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 217 1,540 SH   SOLE   1,540 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 4,956 132,125 SH   SOLE   132,125 0 0
ALMOST FAMILY INC COM 020409108 11,616 188,425 SH   SOLE   188,425 0 0
ALPHABET INC CAP STK CL A 02079K305 46 50 SH   SOLE   50 0 0
ALPHABET INC CAP STK CL C 02079K107 35,969 39,582 SH   SOLE   39,582 0 0
ALTRA INDL MOTION CORP COM 02208R106 5,383 135,250 SH   SOLE   135,250 0 0
AMAZON COM INC COM 023135106 53,779 55,557 SH   SOLE   55,557 0 0
AMEDISYS INC COM 023436108 3,674 58,500 SH   SOLE   58,500 0 0
AMERICAN EXPRESS CO COM 025816109 225 2,675 SH   SOLE   2,675 0 0
ANSYS INC COM 03662Q105 1,714 14,090 SH   SOLE   14,090 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 2,268 68,344 SH   SOLE   68,344 0 0
APPLE INC COM 037833100 24,682 171,377 SH   SOLE   171,377 0 0
APPLIED MATLS INC COM 038222105 32,583 788,740 SH   SOLE   788,740 0 0
AXOGEN INC COM 05463X106 5,426 323,921 SH   SOLE   323,921 0 0
BP PLC SPONSORED ADR 055622104 2,229 64,330 SH   SOLE   64,330 0 0
BWX TECHNOLOGIES INC COM 05605H100 13,945 286,060 SH   SOLE   286,060 0 0
BAKER HUGHES INC COM 057224107 1,278 23,450 SH   SOLE   23,450 0 0
BALL CORP COM 058498106 257 6,090 SH   SOLE   6,090 0 0
BANCO DE CHILE SPONSORED ADR 059520106 106 1,360 SH   SOLE   1,360 0 0
BANK AMER CORP COM 060505104 11,786 485,800 SH   SOLE   485,800 0 0
BARRICK GOLD CORP COM 067901108 1,472 92,500 SH   SOLE   92,500 0 0
BERRY GLOBAL GROUP INC COM 08579W103 14,160 248,377 SH   SOLE   248,377 0 0
BIOGEN INC COM 09062X103 22,259 82,026 SH   SOLE   82,026 0 0
BIOTELEMETRY INC COM 090672106 11,806 352,947 SH   SOLE   352,947 0 0
BIO TECHNE CORP COM 09073M104 3,504 29,820 SH   SOLE   29,820 0 0
BIOVERATIV INC COM 09075E100 10,060 167,190 SH   SOLE   167,190 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 14,290 327,760 SH   SOLE   327,760 0 0
BLOOMIN BRANDS INC COM 094235108 9,699 456,840 SH   SOLE   456,840 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 1,904 105,740 SH   SOLE   105,740 0 0
BOEING CO COM 097023105 890 4,500 SH   SOLE   4,500 0 0
BOINGO WIRELESS INC COM 09739C102 8,995 601,290 SH   SOLE   601,290 0 0
BORGWARNER INC COM 099724106 438 10,340 SH   SOLE   10,340 0 0
BOYD GAMING CORP COM 103304101 15,015 605,200 SH   SOLE   605,200 0 0
BRINKS CO COM 109696104 10,573 157,813 SH   SOLE   157,813 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 413 5,460 SH   SOLE   5,460 0 0
BROOKS AUTOMATION INC COM 114340102 6,883 317,333 SH   SOLE   317,333 0 0
BRUNSWICK CORP COM 117043109 4,495 71,655 SH   SOLE   71,655 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 1,740 27,211 SH   SOLE   27,211 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 9,366 611,367 SH   SOLE   611,367 0 0
BURLINGTON STORES INC COM 122017106 2,706 29,420 SH   SOLE   29,420 0 0
CBOE HLDGS INC COM 12503M108 7,503 82,095 SH   SOLE   82,095 0 0
CBRE GROUP INC CL A 12504L109 23,299 640,074 SH   SOLE   640,074 0 0
CDW CORP COM 12514G108 5,757 92,070 SH   SOLE   92,070 0 0
CME GROUP INC COM 12572Q105 47,061 375,769 SH   SOLE   375,769 0 0
CNOOC LTD SPONSORED ADR 126132109 386 3,530 SH   SOLE   3,530 0 0
CABOT OIL & GAS CORP COM 127097103 1,303 51,970 SH   SOLE   51,970 0 0
CALLON PETE CO DEL COM 13123X102 2,220 209,250 SH   SOLE   209,250 0 0
CARRIZO OIL & GAS INC COM 144577103 292 16,780 SH   SOLE   16,780 0 0
CELANESE CORP DEL COM SER A 150870103 4,120 43,395 SH   SOLE   43,395 0 0
CELGENE CORP COM 151020104 30,282 233,169 SH   SOLE   233,169 0 0
CHARLES RIV LABS INTL INC COM 159864107 507 5,010 SH   SOLE   5,010 0 0
CHEGG INC COM 163092109 7,407 602,674 SH   SOLE   602,674 0 0
CHEMOURS CO COM 163851108 1,288 33,975 SH   SOLE   33,975 0 0
CHENIERE ENERGY INC COM NEW 16411R208 7,746 159,030 SH   SOLE   159,030 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 2,757 85,090 SH   SOLE   85,090 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,320 466,830 SH   SOLE   466,830 0 0
CHEVRON CORP NEW COM 166764100 3,379 32,385 SH   SOLE   32,385 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,145 27,290 SH   SOLE   27,290 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 396 4,910 SH   SOLE   4,910 0 0
CIMAREX ENERGY CO COM 171798101 2,535 26,960 SH   SOLE   26,960 0 0
CINTAS CORP COM 172908105 2,054 16,300 SH   SOLE   16,300 0 0
CITIGROUP INC COM NEW 172967424 53,256 796,292 SH   SOLE   796,292 0 0
CLOVIS ONCOLOGY INC COM 189464100 5,314 56,760 SH   SOLE   56,760 0 0
COACH INC COM 189754104 38,318 809,425 SH   SOLE   809,425 0 0
COCA COLA CO COM 191216100 306 6,820 SH   SOLE   6,820 0 0
COHERENT INC COM 192479103 8,818 39,192 SH   SOLE   39,192 0 0
CONCHO RES INC COM 20605P101 3,370 27,730 SH   SOLE   27,730 0 0
CONSOL ENERGY INC COM 20854P109 8 530 SH   SOLE   530 0 0
CONTINENTAL RESOURCES INC COM 212015101 18,997 587,594 SH   SOLE   587,594 0 0
COOPER COS INC COM NEW 216648402 453 1,890 SH   SOLE   1,890 0 0
COSTCO WHSL CORP NEW COM 22160K105 6,041 37,771 SH   SOLE   37,771 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,050 44,700 SH   SOLE   44,700 0 0
CUMMINS INC COM 231021106 49 300 SH   SOLE   300 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 11,784 863,292 SH   SOLE   863,292 0 0
CYRUSONE INC COM 23283R100 12,277 220,224 SH   SOLE   220,224 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 346 9,690 SH   SOLE   9,690 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 1,823 53,900 SH   SOLE   53,900 0 0
D R HORTON INC COM 23331A109 317 9,160 SH   SOLE   9,160 0 0
DST SYS INC DEL COM 233326107 1,461 23,680 SH   SOLE   23,680 0 0
DARDEN RESTAURANTS INC COM 237194105 10,104 111,724 SH   SOLE   111,724 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 15,530 233,503 SH   SOLE   233,503 0 0
DEERE & CO COM 244199105 19,292 156,099 SH   SOLE   156,099 0 0
DENTSPLY SIRONA INC COM 24906P109 831 12,820 SH   SOLE   12,820 0 0
DERMIRA INC COM 24983L104 5,171 177,444 SH   SOLE   177,444 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,979 56,062 SH   SOLE   56,062 0 0
DICKS SPORTING GOODS INC COM 253393102 28,847 724,257 SH   SOLE   724,257 0 0
DIEBOLD NXDF INC COM 253651103 11,335 404,823 SH   SOLE   404,823 0 0
DIGITAL RLTY TR INC COM 253868103 239 2,120 SH   SOLE   2,120 0 0
DISNEY WALT CO COM DISNEY 254687106 213 2,000 SH   SOLE   2,000 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 2,412 83,606 SH   SOLE   83,606 0 0
DR PEPPER SNAPPLE GROUP INC COM 26138E109 258 2,830 SH   SOLE   2,830 0 0
DYCOM INDS INC COM 267475101 10,984 122,695 SH   SOLE   122,695 0 0
ENI S P A SPONSORED ADR 26874R108 2,082 69,270 SH   SOLE   69,270 0 0
EOG RES INC COM 26875P101 28,028 309,631 SH   SOLE   309,631 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,007 26,895 SH   SOLE   26,895 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 3,709 97,540 SH   SOLE   97,540 0 0
EAST WEST BANCORP INC COM 27579R104 4,119 70,320 SH   SOLE   70,320 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 11,540 97,600 SH   SOLE   97,600 0 0
ELECTRONIC ARTS INC COM 285512109 27,133 256,651 SH   SOLE   256,651 0 0
ELECTRONICS FOR IMAGING INC COM 286082102 8,723 184,110 SH   SOLE   184,110 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 2,119 235,218 SH   SOLE   235,218 0 0
ENCANA CORP COM 292505104 2,034 231,085 SH   SOLE   231,085 0 0
ENERGEN CORP COM 29265N108 2,925 59,250 SH   SOLE   59,250 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 1,598 89,000 SH   SOLE   89,000 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 6,703 328,734 SH   SOLE   328,734 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 1,983 116,900 SH   SOLE   116,900 0 0
ENPRO INDS INC COM 29355X107 6,456 90,452 SH   SOLE   90,452 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 17,559 648,420 SH   SOLE   648,420 0 0
EVERI HLDGS INC COM 30034T103 7,172 985,212 SH   SOLE   985,212 0 0
EVOLENT HEALTH INC CL A 30050B101 14,299 564,057 SH   SOLE   564,057 0 0
EXELIXIS INC COM 30161Q104 11,792 478,756 SH   SOLE   478,756 0 0
EXPEDIA INC DEL COM NEW 30212P303 255 1,710 SH   SOLE   1,710 0 0
EXTREME NETWORKS INC COM 30226D106 3,417 370,555 SH   SOLE   370,555 0 0
EXXON MOBIL CORP COM 30231G102 3,425 42,430 SH   SOLE   42,430 0 0
F M C CORP COM NEW 302491303 5,290 72,410 SH   SOLE   72,410 0 0
FACEBOOK INC CL A 30303M102 29,182 193,282 SH   SOLE   193,282 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 1,257 322,365 SH   SOLE   322,365 0 0
FASTENAL CO COM 311900104 1,576 36,210 SH   SOLE   36,210 0 0
FEDEX CORP COM 31428X106 36,255 166,822 SH   SOLE   166,822 0 0
F5 NETWORKS INC COM 315616102 811 6,380 SH   SOLE   6,380 0 0
FIBROGEN INC COM 31572Q808 3,739 115,760 SH   SOLE   115,760 0 0
FINANCIAL ENGINES INC COM 317485100 13,575 370,910 SH   SOLE   370,910 0 0
FIRST DATA CORP NEW COM CL A 32008D106 5,380 295,580 SH   SOLE   295,580 0 0
FISERV INC COM 337738108 5,673 46,370 SH   SOLE   46,370 0 0
FIVE9 INC COM 338307101 9,296 431,966 SH   SOLE   431,966 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 7,550 52,356 SH   SOLE   52,356 0 0
FORTINET INC COM 34959E109 3,995 106,715 SH   SOLE   106,715 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 520 7,970 SH   SOLE   7,970 0 0
GTT COMMUNICATIONS INC COM 362393100 14,963 472,769 SH   SOLE   472,769 0 0
GALAPAGOS NV SPON ADR 36315X101 465 6,075 SH   SOLE   6,075 0 0
GALLAGHER ARTHUR J & CO COM 363576109 5,144 89,850 SH   SOLE   89,850 0 0
GENESEE & WYO INC CL A 371559105 188 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 1,998 105,300 SH   SOLE   105,300 0 0
GILEAD SCIENCES INC COM 375558103 626 8,850 SH   SOLE   8,850 0 0
GLOBAL PMTS INC COM 37940X102 253 2,800 SH   SOLE   2,800 0 0
GOLDCORP INC NEW COM 380956409 1,097 85,000 SH   SOLE   85,000 0 0
GRAND CANYON ED INC COM 38526M106 17,797 226,970 SH   SOLE   226,970 0 0
GREEN DOT CORP CL A 39304D102 19,039 494,144 SH   SOLE   494,144 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 130 1,500 SH   SOLE   1,500 0 0
HALLIBURTON CO COM 406216101 4,201 98,350 SH   SOLE   98,350 0 0
HARLEY DAVIDSON INC COM 412822108 452 8,363 SH   SOLE   8,363 0 0
HOLOGIC INC COM 436440101 5,457 120,250 SH   SOLE   120,250 0 0
HOME DEPOT INC COM 437076102 48,548 316,479 SH   SOLE   316,479 0 0
HONDA MOTOR LTD AMERN SHS 438128308 3,608 131,718 SH   SOLE   131,718 0 0
HOSTESS BRANDS INC CL A 44109J106 10,618 659,495 SH   SOLE   659,495 0 0
HUNT J B TRANS SVCS INC COM 445658107 22,841 249,957 SH   SOLE   249,957 0 0
IAC INTERACTIVECORP COM 44919P508 5,484 53,115 SH   SOLE   53,115 0 0
ICU MED INC COM 44930G107 283 1,640 SH   SOLE   1,640 0 0
IPG PHOTONICS CORP COM 44980X109 4,759 32,795 SH   SOLE   32,795 0 0
ILLINOIS TOOL WKS INC COM 452308109 110 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 392 2,260 SH   SOLE   2,260 0 0
INC RESH HLDGS INC CL A 45329R109 14,277 244,045 SH   SOLE   244,045 0 0
INTEL CORP COM 458140100 24,695 731,929 SH   SOLE   731,929 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 455 3,370 SH   SOLE   3,370 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,641 7,100 SH   SOLE   7,100 0 0
ISHARES INDIA 50 ETF 464289529 1,437 42,750 SH   SOLE   42,750 0 0
ISHARES TR MSCI EAFE ETF 464287465 8,313 127,500 SH   SOLE   127,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 73,674 1,780,000 SH   SOLE   1,780,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,585 21,720 SH   SOLE   21,720 0 0
ISHARES TR RUS MD CP GR ETF 464287481 281 2,600 SH   SOLE   2,600 0 0
ISHARES TR 20 YR TR BD ETF 464287432 3,754 30,000 SH   SOLE   30,000 0 0
ISHARES TR HDG MSCI GERMN 46434V704 5,598 200,000 SH   SOLE   200,000 0 0
ITRON INC COM 465741106 11,887 175,452 SH   SOLE   175,452 0 0
JPMORGAN CHASE & CO COM 46625H100 11,160 122,100 SH   SOLE   122,100 0 0
KLA-TENCOR CORP COM 482480100 404 4,420 SH   SOLE   4,420 0 0
KLX INC COM 482539103 6,054 121,081 SH   SOLE   121,081 0 0
K2M GROUP HLDGS INC COM 48273J107 9,044 371,252 SH   SOLE   371,252 0 0
KEANE GROUP INC COM 48669A108 1,053 65,790 SH   SOLE   65,790 0 0
KENNAMETAL INC COM 489170100 10,200 272,573 SH   SOLE   272,573 0 0
KEYCORP NEW COM 493267108 481 25,680 SH   SOLE   25,680 0 0
KNIGHT TRANSN INC COM 499064103 3,188 86,040 SH   SOLE   86,040 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 7,880 663,850 SH   SOLE   663,850 0 0
LHC GROUP INC COM 50187A107 7,661 112,850 SH   SOLE   112,850 0 0
LANTHEUS HLDGS INC COM 516544103 5,936 336,330 SH   SOLE   336,330 0 0
LEAR CORP COM NEW 521865204 457 3,220 SH   SOLE   3,220 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 9,552 78,680 SH   SOLE   78,680 0 0
LINCOLN ELEC HLDGS INC COM 533900106 4,860 52,770 SH   SOLE   52,770 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 11,754 416,520 SH   SOLE   416,520 0 0
LIONS GATE ENTMNT CORP CL B NON VTG 535919500 0 1 SH   SOLE   1 0 0
LIVEPERSON INC COM 538146101 4,775 434,080 SH   SOLE   434,080 0 0
LUMENTUM HLDGS INC COM 55024U109 10,648 186,650 SH   SOLE   186,650 0 0
MPLX LP COM UNIT REP LTD 55336V100 8,586 257,078 SH   SOLE   257,078 0 0
MSCI INC COM 55354G100 349 3,390 SH   SOLE   3,390 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 8,032 112,692 SH   SOLE   112,692 0 0
MARATHON PETE CORP COM 56585A102 2,819 53,875 SH   SOLE   53,875 0 0
MARKETAXESS HLDGS INC COM 57060D108 6,031 29,990 SH   SOLE   29,990 0 0
MARRIOTT INTL INC NEW CL A 571903202 391 3,900 SH   SOLE   3,900 0 0
MASCO CORP COM 574599106 478 12,500 SH   SOLE   12,500 0 0
MERCURY SYS INC COM 589378108 10,781 256,146 SH   SOLE   256,146 0 0
MERITOR INC COM 59001K100 8,122 488,986 SH   SOLE   488,986 0 0
MICROSOFT CORP COM 594918104 32,443 470,669 SH   SOLE   470,669 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 36,156 468,460 SH   SOLE   468,460 0 0
MIDDLEBY CORP COM 596278101 21,549 177,345 SH   SOLE   177,345 0 0
MOHAWK INDS INC COM 608190104 493 2,040 SH   SOLE   2,040 0 0
MONSANTO CO NEW COM 61166W101 724 6,120 SH   SOLE   6,120 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 29,738 598,595 SH   SOLE   598,595 0 0
MOOG INC CL A 615394202 1,888 26,330 SH   SOLE   26,330 0 0
MORGAN STANLEY COM NEW 617446448 34,799 780,950 SH   SOLE   780,950 0 0
MURPHY OIL CORP COM 626717102 7 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 5 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 588 22,760 SH   SOLE   22,760 0 0
NVR INC COM 62944T105 277 115 SH   SOLE   115 0 0
NAVISTAR INTL CORP NEW COM 63934E108 6,176 235,455 SH   SOLE   235,455 0 0
NEKTAR THERAPEUTICS COM 640268108 4,317 220,819 SH   SOLE   220,819 0 0
NETFLIX INC COM 64110L106 30,779 206,005 SH   SOLE   206,005 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 148 2,100 SH   SOLE   2,100 0 0
NEWFIELD EXPL CO COM 651290108 208 7,300 SH   SOLE   7,300 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 11,995 200,579 SH   SOLE   200,579 0 0
NICE LTD SPONSORED ADR 653656108 318 4,035 SH   SOLE   4,035 0 0
NIKE INC CL B 654106103 118 2,000 SH   SOLE   2,000 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 1,829 40,284 SH   SOLE   40,284 0 0
NORDSON CORP COM 655663102 414 3,410 SH   SOLE   3,410 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 3,406 195,620 SH   SOLE   195,620 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 1,032 22,140 SH   SOLE   22,140 0 0
NUTRI SYS INC NEW COM 67069D108 6,617 127,124 SH   SOLE   127,124 0 0
NUVASIVE INC COM 670704105 13,960 181,491 SH   SOLE   181,491 0 0
OLD DOMINION FGHT LINES INC COM 679580100 14,656 153,883 SH   SOLE   153,883 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 6,776 159,065 SH   SOLE   159,065 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 4,648 91,020 SH   SOLE   91,020 0 0
OWENS CORNING NEW COM 690742101 4,767 71,235 SH   SOLE   71,235 0 0
PDC ENERGY INC COM 69327R101 474 11,000 SH   SOLE   11,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,816 70,600 SH   SOLE   70,600 0 0
PRA GROUP INC COM 69354N106 1,202 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 18,101 241,316 SH   SOLE   241,316 0 0
PTC INC COM 69370C100 3,919 71,095 SH   SOLE   71,095 0 0
PACCAR INC COM 693718108 254 3,850 SH   SOLE   3,850 0 0
PALO ALTO NETWORKS INC COM 697435105 27,258 203,705 SH   SOLE   203,705 0 0
PARKER HANNIFIN CORP COM 701094104 36,276 226,982 SH   SOLE   226,982 0 0
PARSLEY ENERGY INC CL A 701877102 572 20,600 SH   SOLE   20,600 0 0
PAYCHEX INC COM 704326107 839 14,740 SH   SOLE   14,740 0 0
PERKINELMER INC COM 714046109 4,696 68,915 SH   SOLE   68,915 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,337 21,820 SH   SOLE   21,820 0 0
PFIZER INC COM 717081103 218 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 461 5,570 SH   SOLE   5,570 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 2,046 41,399 SH   SOLE   41,399 0 0
PHYSICIANS RLTY TR COM 71943U104 8,200 407,145 SH   SOLE   407,145 0 0
PINNACLE FOODS INC DEL COM 72348P104 4,846 81,590 SH   SOLE   81,590 0 0
PIONEER NAT RES CO COM 723787107 16,755 104,994 SH   SOLE   104,994 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 3,928 149,530 SH   SOLE   149,530 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 2,375 42,286 SH   SOLE   42,286 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 13,764 100,000 SH   SOLE   100,000 0 0
PROCTER AND GAMBLE CO COM 742718109 331 3,800 SH   SOLE   3,800 0 0
PROS HOLDINGS INC COM 74346Y103 8,626 314,937 SH   SOLE   314,937 0 0
QUALCOMM INC COM 747525103 384 6,950 SH   SOLE   6,950 0 0
QUANTA SVCS INC COM 74762E102 14,633 444,500 SH   SOLE   444,500 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 490 5,470 SH   SOLE   5,470 0 0
RPC INC COM 749660106 786 38,900 SH   SOLE   38,900 0 0
RPM INTL INC COM 749685103 1,104 20,240 SH   SOLE   20,240 0 0
RSP PERMIAN INC COM 74978Q105 1,053 32,620 SH   SOLE   32,620 0 0
RANDGOLD RES LTD ADR 752344309 2,654 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 2,341 101,020 SH   SOLE   101,020 0 0
RBC BEARINGS INC COM 75524B104 9,062 89,050 SH   SOLE   89,050 0 0
REALPAGE INC COM 75606N109 14,258 396,604 SH   SOLE   396,604 0 0
RED HAT INC COM 756577102 21,546 225,020 SH   SOLE   225,020 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 7,376 113,041 SH   SOLE   113,041 0 0
REPLIGEN CORP COM 759916109 7,592 183,203 SH   SOLE   183,203 0 0
RICE ENERGY INC COM 762760106 678 25,470 SH   SOLE   25,470 0 0
RINGCENTRAL INC CL A 76680R206 21,145 578,513 SH   SOLE   578,513 0 0
ROCKWELL AUTOMATION INC COM 773903109 473 2,920 SH   SOLE   2,920 0 0
ROCKWELL COLLINS INC COM 774341101 453 4,310 SH   SOLE   4,310 0 0
ROGERS CORP COM 775133101 9,162 84,350 SH   SOLE   84,350 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4,314 81,100 SH   SOLE   81,100 0 0
RUSH ENTERPRISES INC CL A 781846209 8,598 231,263 SH   SOLE   231,263 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 225 2,095 SH   SOLE   2,095 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,364 28,500 SH   SOLE   28,500 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 11,043 286,600 SH   SOLE   286,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4,711 122,661 SH   SOLE   122,661 0 0
SVB FINL GROUP COM 78486Q101 297 1,690 SH   SOLE   1,690 0 0
SCHLUMBERGER LTD COM 806857108 1,006 15,281 SH   SOLE   15,281 0 0
SCHWAB CHARLES CORP NEW COM 808513105 38,705 900,964 SH   SOLE   900,964 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 8,772 336,095 SH   SOLE   336,095 0 0
SEALED AIR CORP NEW COM 81211K100 619 13,840 SH   SOLE   13,840 0 0
SERVICENOW INC COM 81762P102 446 4,210 SH   SOLE   4,210 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 894 29,521 SH   SOLE   29,521 0 0
SHOTSPOTTER INC COM 82536T107 2,110 165,005 SH   SOLE   165,005 0 0
SILGAN HOLDINGS INC COM 827048109 14,148 445,188 SH   SOLE   445,188 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 10,014 192,360 SH   SOLE   192,360 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,838 64,390 SH   SOLE   64,390 0 0
SKECHERS U S A INC CL A 830566105 12,185 413,064 SH   SOLE   413,064 0 0
SMITH A O COM 831865209 4,882 86,665 SH   SOLE   86,665 0 0
SMART SAND INC COM 83191H107 1,492 167,450 SH   SOLE   167,450 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 385 11,665 SH   SOLE   11,665 0 0
SONIC CORP COM 835451105 1,189 44,885 SH   SOLE   44,885 0 0
SOTHEBYS COM 835898107 9,547 177,881 SH   SOLE   177,881 0 0
SOUTHWEST AIRLS CO COM 844741108 2,538 40,840 SH   SOLE   40,840 0 0
SOUTHWESTERN ENERGY CO COM 845467109 12 1,900 SH   SOLE   1,900 0 0
SPECTRANETICS CORP COM 84760C107 11,933 310,756 SH   SOLE   310,756 0 0
SPLUNK INC COM 848637104 13,232 232,593 SH   SOLE   232,593 0 0
SQUARE INC CL A 852234103 5,924 252,495 SH   SOLE   252,495 0 0
STARBUCKS CORP COM 855244109 11,531 197,756 SH   SOLE   197,756 0 0
STATOIL ASA SPONSORED ADR 85771P102 1,909 115,490 SH   SOLE   115,490 0 0
STERICYCLE INC COM 858912108 1,976 25,890 SH   SOLE   25,890 0 0
STRYKER CORP COM 863667101 47 340 SH   SOLE   340 0 0
SUMMIT MATLS INC CL A 86614U100 10,958 379,570 SH   SOLE   379,570 0 0
SUNCOR ENERGY INC NEW COM 867224107 2,369 81,140 SH   SOLE   81,140 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 9,626 223,350 SH   SOLE   223,350 0 0
SYNOVUS FINL CORP COM NEW 87161C501 16,465 372,169 SH   SOLE   372,169 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 1,080 19,640 SH   SOLE   19,640 0 0
TJX COS INC NEW COM 872540109 494 6,840 SH   SOLE   6,840 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 200 5,710 SH   SOLE   5,710 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,927 108,030 SH   SOLE   108,030 0 0
TAL ED GROUP ADS REPSTG COM 874080104 580 4,740 SH   SOLE   4,740 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 2,276 45,433 SH   SOLE   45,433 0 0
TARGA RES CORP COM 87612G101 1,172 25,940 SH   SOLE   25,940 0 0
TELEFLEX INC COM 879369106 4,733 22,780 SH   SOLE   22,780 0 0
TELENAV INC COM 879455103 4,485 553,705 SH   SOLE   553,705 0 0
TERADYNE INC COM 880770102 12,652 421,325 SH   SOLE   421,325 0 0
TESLA INC COM 88160R101 2,477 6,850 SH   SOLE   6,850 0 0
TESORO CORP COM 881609101 2,008 21,450 SH   SOLE   21,450 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 5,802 112,243 SH   SOLE   112,243 0 0
THOR INDS INC COM 885160101 504 4,820 SH   SOLE   4,820 0 0
TIMKEN CO COM 887389104 2,639 57,058 SH   SOLE   57,058 0 0
TIVITY HEALTH INC COM 88870R102 13,208 331,437 SH   SOLE   331,437 0 0
TIVO CORP COM 88870P106 14 739 SH   SOLE   739 0 0
TOPBUILD CORP COM 89055F103 9,139 172,215 SH   SOLE   172,215 0 0
TOTAL S A SPONSORED ADR 89151E109 4,661 94,000 SH   SOLE   94,000 0 0
TRANSCANADA CORP COM 89353D107 1,396 29,290 SH   SOLE   29,290 0 0
TRANSDIGM GROUP INC COM 893641100 234 870 SH   SOLE   870 0 0
TRANSUNION COM 89400J107 5,359 123,730 SH   SOLE   123,730 0 0
TRIMBLE INC COM 896239100 6,971 195,420 SH   SOLE   195,420 0 0
TRUECAR INC COM 89785L107 9,597 481,548 SH   SOLE   481,548 0 0
U S SILICA HLDGS INC COM 90346E103 10,964 308,919 SH   SOLE   308,919 0 0
ULTA BEAUTY INC COM 90384S303 30,795 107,173 SH   SOLE   107,173 0 0
UNDER ARMOUR INC CL A 904311107 986 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 1,021 50,656 SH   SOLE   50,656 0 0
UNIT CORP COM 909218109 188 10,030 SH   SOLE   10,030 0 0
UNITED RENTALS INC COM 911363109 22,458 199,253 SH   SOLE   199,253 0 0
UNITEDHEALTH GROUP INC COM 91324P102 56,829 306,486 SH   SOLE   306,486 0 0
UNIVAR INC COM 91336L107 13,201 452,087 SH   SOLE   452,087 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 9,040 82,750 SH   SOLE   82,750 0 0
VCA INC COM 918194101 1,359 14,720 SH   SOLE   14,720 0 0
VAIL RESORTS INC COM 91879Q109 4,651 22,930 SH   SOLE   22,930 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,972 44,050 SH   SOLE   44,050 0 0
VALMONT INDS INC COM 920253101 11,741 78,485 SH   SOLE   78,485 0 0
VAREX IMAGING CORP COM 92214X106 283 8,372 SH   SOLE   8,372 0 0
VARIAN MED SYS INC COM 92220P105 6,467 62,670 SH   SOLE   62,670 0 0
VARONIS SYS INC COM 922280102 7,861 211,320 SH   SOLE   211,320 0 0
VEEVA SYS INC CL A COM 922475108 36,977 603,116 SH   SOLE   603,116 0 0
VERINT SYS INC COM 92343X100 10,350 254,309 SH   SOLE   254,309 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,458 26,830 SH   SOLE   26,830 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 897 57,103 SH   SOLE   57,103 0 0
VISA INC COM CL A 92826C839 29,033 309,587 SH   SOLE   309,587 0 0
VISTEON CORP COM NEW 92839U206 9,396 92,060 SH   SOLE   92,060 0 0
VONAGE HLDGS CORP COM 92886T201 11,295 1,727,132 SH   SOLE   1,727,132 0 0
WABCO HLDGS INC COM 92927K102 15,203 119,228 SH   SOLE   119,228 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 38 480 SH   SOLE   480 0 0
WASTE CONNECTIONS INC COM 94106B101 3,025 46,956 SH   SOLE   46,956 0 0
WATERS CORP COM 941848103 1,401 7,620 SH   SOLE   7,620 0 0
WEBSTER FINL CORP CONN COM 947890109 7,415 141,990 SH   SOLE   141,990 0 0
WEIBO CORP SPONSORED ADR 948596101 110 1,655 SH   SOLE   1,655 0 0
WENDYS CO COM 95058W100 14,085 908,150 SH   SOLE   908,150 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,240 208,124 SH   SOLE   208,124 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 2,806 50,161 SH   SOLE   50,161 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 8,364 208,530 SH   SOLE   208,530 0 0
XPO LOGISTICS INC COM 983793100 30,551 472,706 SH   SOLE   472,706 0 0
XILINX INC COM 983919101 387 6,010 SH   SOLE   6,010 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 9,449 93,997 SH   SOLE   93,997 0 0
ZENDESK INC COM 98936J101 7,962 286,615 SH   SOLE   286,615 0 0