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
ABERCROMBIE & FITCH CO CL A 002896207 3,836 265,671 SH   SOLE   265,671 0 0
ADOBE SYS INC COM 00724F101 219,307 1,470,084 SH   SOLE   1,470,084 0 0
AETNA INC NEW COM 00817Y108 2,229 14,020 SH   SOLE   14,020 0 0
AKORN INC COM 009728106 3,458 104,180 SH   SOLE   104,180 0 0
ALASKA AIR GROUP INC COM 011659109 2,251 29,510 SH   SOLE   29,510 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 69,637 403,200 SH   SOLE   403,200 0 0
ALIGN TECHNOLOGY INC COM 016255101 3,466 18,610 SH   SOLE   18,610 0 0
ALLSTATE CORP COM 020002101 2,244 24,420 SH   SOLE   24,420 0 0
ALLY FINL INC COM 02005N100 3,549 146,290 SH   SOLE   146,290 0 0
ALPHABET INC CAP STK CL C 02079K107 420,342 438,263 SH   SOLE   438,263 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 2,344 49,360 SH   SOLE   49,360 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,840 128,660 SH   SOLE   128,660 0 0
AMERICAN EXPRESS CO COM 025816109 2,316 25,600 SH   SOLE   25,600 0 0
ANDEAVOR COM 03349M105 264,538 2,564,591 SH   SOLE   2,564,591 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 176,281 1,477,630 SH   SOLE   1,477,630 0 0
ANTHEM INC COM 036752103 3,539 18,640 SH   SOLE   18,640 0 0
APPLE INC COM 037833100 2,071 13,440 SH   SOLE   13,440 0 0
APPLIED MATLS INC COM 038222105 5,118 98,250 SH   SOLE   98,250 0 0
AUTOZONE INC COM 053332102 7,772 13,060 SH   SOLE   13,060 0 0
BAIDU INC SPON ADR REP A 056752108 3,547 14,320 SH   SOLE   14,320 0 0
BARD C R INC COM 067383109 3,593 11,210 SH   SOLE   11,210 0 0
BARNES & NOBLE INC COM 067774109 157 20,600 SH   SOLE   20,600 0 0
BAXTER INTL INC COM 071813109 3,548 56,540 SH   SOLE   56,540 0 0
BIG LOTS INC COM 089302103 4,178 77,997 SH   SOLE   77,997 0 0
BLACKBAUD INC COM 09227Q100 3,333 37,960 SH   SOLE   37,960 0 0
BOFI HLDG INC COM 05566U108 3,462 121,603 SH   SOLE   121,603 0 0
BROADCOM LTD SHS Y09827109 3,102 12,790 SH   SOLE   12,790 0 0
BROOKDALE SR LIVING INC COM 112463104 2,881 271,810 SH   SOLE   271,810 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,633 92,040 SH   SOLE   92,040 0 0
CARTER INC COM 146229109 8,296 84,010 SH   SOLE   84,010 0 0
CASEYS GEN STORES INC COM 147528103 9,865 90,134 SH   SOLE   90,134 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 7,478 1,739,167 SH   SOLE   1,739,167 0 0
CBS CORP NEW CL B 124857202 4,779 82,400 SH   SOLE   82,400 0 0
CHEMOURS CO COM 163851108 3,047 60,210 SH   SOLE   60,210 0 0
CHILDRENS PL INC COM 168905107 3,925 33,222 SH   SOLE   33,222 0 0
CIGNA CORPORATION COM 125509109 20,900 111,800 SH   SOLE   111,800 0 0
CITIZENS FINL GROUP INC COM 174610105 3,663 96,730 SH   SOLE   96,730 0 0
CITRIX SYS INC COM 177376100 3,342 43,510 SH   SOLE   43,510 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 218 3,540 SH   SOLE   3,540 0 0
COMCAST CORP NEW CL A 20030N101 106,959 2,779,604 SH   SOLE   2,779,604 0 0
CONNS INC COM 208242107 4,004 142,250 SH   SOLE   142,250 0 0
CONSTELLATION BRANDS INC CL A 21036P108 294,705 1,477,586 SH   SOLE   1,477,586 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 440 2,899 SH   SOLE   2,899 0 0
CREDIT ACCEP CORP MICH COM 225310101 3,233 11,540 SH   SOLE   11,540 0 0
CROCS INC COM 227046109 896 92,331 SH   SOLE   92,331 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,253 46,720 SH   SOLE   46,720 0 0
DOLLAR GEN CORP NEW COM 256677105 12,915 159,350 SH   SOLE   159,350 0 0
DOLLAR TREE INC COM 256746108 10,266 118,240 SH   SOLE   118,240 0 0
DOMINOS PIZZA INC COM 25754A201 11,478 57,810 SH   SOLE   57,810 0 0
DOWDUPONT INC COM 26078J100 337,057 4,868,661 SH   SOLE   4,868,661 0 0
DSW INC CL A 23334L102 1,937 90,173 SH   SOLE   90,173 0 0
DXC TECHNOLOGY CO COM 23355L106 301,601 3,511,891 SH   SOLE   3,511,891 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,653 106,690 SH   SOLE   106,690 0 0
EBAY INC COM 278642103 3,979 103,470 SH   SOLE   103,470 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,016 45,890 SH   SOLE   45,890 0 0
ELECTRONIC ARTS INC COM 285512109 4,992 42,280 SH   SOLE   42,280 0 0
ENTEGRIS INC COM 29362U104 4,820 167,080 SH   SOLE   167,080 0 0
ENVISION HEALTHCARE CORP COM 29414D100 343,981 7,652,534 SH   SOLE   7,652,534 0 0
EXPEDIA INC DEL COM NEW 30212P303 3,404 23,650 SH   SOLE   23,650 0 0
EXPRESS INC COM 30219E103 1,496 221,295 SH   SOLE   221,295 0 0
FACEBOOK INC CL A 30303M102 561,593 3,286,667 SH   SOLE   3,286,667 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3,533 74,450 SH   SOLE   74,450 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 121,153 1,297,276 SH   SOLE   1,297,276 0 0
FIVE BELOW INC COM 33829M101 1,643 29,942 SH   SOLE   29,942 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 114,855 742,101 SH   SOLE   742,101 0 0
GAP INC DEL COM 364760108 4,589 155,390 SH   SOLE   155,390 0 0
GNC HLDGS INC COM CL A 36191G107 321 36,367 SH   SOLE   36,367 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 4,886 20,600 SH   SOLE   20,600 0 0
GRAND CANYON ED INC COM 38526M106 5,223 57,510 SH   SOLE   57,510 0 0
HASBRO INC COM 418056107 3,592 36,780 SH   SOLE   36,780 0 0
HCA HEALTHCARE INC COM 40412C101 5,480 68,850 SH   SOLE   68,850 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 3,453 35,830 SH   SOLE   35,830 0 0
HIBBETT SPORTS INC COM 428567101 2,825 198,236 SH   SOLE   198,236 0 0
HOLOGIC INC COM 436440101 5,121 139,580 SH   SOLE   139,580 0 0
HOME DEPOT INC COM 437076102 8,716 53,290 SH   SOLE   53,290 0 0
HUMANA INC COM 444859102 5,165 21,200 SH   SOLE   21,200 0 0
HUNTSMAN CORP COM 447011107 4,159 151,660 SH   SOLE   151,660 0 0
IDEXX LABS INC COM 45168D104 5,041 32,420 SH   SOLE   32,420 0 0
IMPAX LABORATORIES INC COM 45256B101 131,834 6,494,298 SH   SOLE   6,494,298 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,753 5,501 SH   SOLE   5,501 0 0
JACK IN THE BOX INC COM 466367109 63,757 625,564 SH   SOLE   625,564 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 3,185 21,780 SH   SOLE   21,780 0 0
JOHNSON & JOHNSON COM 478160104 5,187 39,900 SH   SOLE   39,900 0 0
JUNIPER NETWORKS INC COM 48203R104 4,905 176,250 SH   SOLE   176,250 0 0
KKR & CO L P DEL COM UNITS 48248M102 3,740 183,970 SH   SOLE   183,970 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,296 127,463 SH   SOLE   127,463 0 0
KOHLS CORP COM 500255104 3,919 85,850 SH   SOLE   85,850 0 0
L BRANDS INC COM 501797104 5,056 121,520 SH   SOLE   121,520 0 0
LAM RESEARCH CORP COM 512807108 3,619 19,560 SH   SOLE   19,560 0 0
LAS VEGAS SANDS CORP COM 517834107 122,973 1,916,656 SH   SOLE   1,916,656 0 0
LEAR CORP COM NEW 521865204 5,381 31,090 SH   SOLE   31,090 0 0
LOWES COS INC COM 548661107 12,514 156,540 SH   SOLE   156,540 0 0
LPL FINL HLDGS INC COM 50212V100 3,495 67,770 SH   SOLE   67,770 0 0
MACYS INC COM 55616P104 2,253 103,260 SH   SOLE   103,260 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 5,117 23,900 SH   SOLE   23,900 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,323 16,450 SH   SOLE   16,450 0 0
MERCADOLIBRE INC COM 58733R102 4,298 16,600 SH   SOLE   16,600 0 0
MGM RESORTS INTERNATIONAL COM 552953101 228,616 7,014,920 SH   SOLE   7,014,920 0 0
MICHAELS COS INC COM 59408Q106 5,046 235,020 SH   SOLE   235,020 0 0
MICROSOFT CORP COM 594918104 85,333 1,145,560 SH   SOLE   1,145,560 0 0
MICROSTRATEGY INC CL A NEW 594972408 3,590 28,110 SH   SOLE   28,110 0 0
MOLSON COORS BREWING CO CL B 60871R209 184,171 2,255,893 SH   SOLE   2,255,893 0 0
MOMO INC ADR 60879B107 2,879 91,860 SH   SOLE   91,860 0 0
NETAPP INC COM 64110D104 5,020 114,720 SH   SOLE   114,720 0 0
NETEASE INC SPONSORED ADR 64110W102 3,126 11,850 SH   SOLE   11,850 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 3,661 41,480 SH   SOLE   41,480 0 0
NEWELL BRANDS INC COM 651229106 298,860 7,003,992 SH   SOLE   7,003,992 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 9,554 44,360 SH   SOLE   44,360 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 5,072 109,300 SH   SOLE   109,300 0 0
ORACLE CORP COM 68389X105 4,706 97,330 SH   SOLE   97,330 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 55,671 10,603,944 SH   SOLE   10,603,944 0 0
PAREXEL INTL CORP COM 699462107 4,948 56,180 SH   SOLE   56,180 0 0
PAYPAL HLDGS INC COM 70450Y103 10,711 167,280 SH   SOLE   167,280 0 0
PENNEY J C INC COM 708160106 840 220,560 SH   SOLE   220,560 0 0
PFIZER INC COM 717081103 261,267 7,318,410 SH   SOLE   7,318,410 0 0
PHILIP MORRIS INTL INC COM 718172109 3,408 30,700 SH   SOLE   30,700 0 0
PRICELINE GRP INC COM NEW 741503403 4,603 2,514 SH   SOLE   2,514 0 0
PRIMERICA INC COM 74164M108 4,636 56,852 SH   SOLE   56,852 0 0
PROTO LABS INC COM 743713109 4,733 58,940 SH   SOLE   58,940 0 0
QUALCOMM INC COM 747525103 231,020 4,456,410 SH   SOLE   4,456,410 0 0
RALPH LAUREN CORP CL A 751212101 7,051 79,860 SH   SOLE   79,860 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 3,169 26,730 SH   SOLE   26,730 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 3,393 32,183 SH   SOLE   32,183 0 0
S&P GLOBAL INC COM 78409V104 4,968 31,780 SH   SOLE   31,780 0 0
SABRE CORP COM 78573M104 242,361 13,390,098 SH   SOLE   13,390,098 0 0
SEARS HLDGS CORP COM 812350106 7 1,009 SH   SOLE   1,009 0 0
SHERWIN WILLIAMS CO COM 824348106 9,957 27,810 SH   SOLE   27,810 0 0
SHIRE PLC SPONSORED ADR 82481R106 301,960 1,971,791 SH   SOLE   1,971,791 0 0
SHUTTERFLY INC COM 82568P304 1,231 25,397 SH   SOLE   25,397 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 4,806 149,946 SH   SOLE   149,946 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 11,041 181,180 SH   SOLE   181,180 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,060 39,840 SH   SOLE   39,840 0 0
SLM CORP COM 78442P106 3,343 291,477 SH   SOLE   291,477 0 0
SMART & FINAL STORES INC COM 83190B101 1,207 153,815 SH   SOLE   153,815 0 0
SONY CORP SPONSORED ADR 835699307 3,175 85,020 SH   SOLE   85,020 0 0
SOTHEBYS COM 835898107 3,203 69,474 SH   SOLE   69,474 0 0
SOUTHWEST AIRLS CO COM 844741108 2,377 42,460 SH   SOLE   42,460 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 5,403 69,520 SH   SOLE   69,520 0 0
SPROUTS FMRS MKT INC COM 85208M102 40 2,137 SH   SOLE   2,137 0 0
STEEL DYNAMICS INC COM 858119100 3,211 93,160 SH   SOLE   93,160 0 0
T MOBILE US INC COM 872590104 101,739 1,650,000 SH   SOLE   1,650,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 3,404 90,640 SH   SOLE   90,640 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,031 49,210 SH   SOLE   49,210 0 0
TAL ED GROUP SPONSORED ADS 874080104 3,844 114,030 SH   SOLE   114,030 0 0
TARGET CORP COM 87612E106 6,029 102,170 SH   SOLE   102,170 0 0
TEXAS ROADHOUSE INC COM 882681109 3,709 75,477 SH   SOLE   75,477 0 0
TIFFANY & CO NEW COM 886547108 11,386 124,055 SH   SOLE   124,055 0 0
TJX COS INC NEW COM 872540109 5,114 69,360 SH   SOLE   69,360 0 0
TORO CO COM 891092108 3,486 56,170 SH   SOLE   56,170 0 0
TRACTOR SUPPLY CO COM 892356106 3,432 54,220 SH   SOLE   54,220 0 0
TRAVELERS COMPANIES INC COM 89417E109 3,514 28,680 SH   SOLE   28,680 0 0
U S CONCRETE INC COM NEW 90333L201 4,696 61,550 SH   SOLE   61,550 0 0
ULTA BEAUTY INC COM 90384S303 5,143 22,750 SH   SOLE   22,750 0 0
UNDER ARMOUR INC CL C 904311206 6,616 440,463 SH   SOLE   440,463 0 0
UNITED RENTALS INC COM 911363109 4,449 32,070 SH   SOLE   32,070 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,443 17,580 SH   SOLE   17,580 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 650,199 5,860,821 SH   SOLE   5,860,821 0 0
URBAN OUTFITTERS INC COM 917047102 9,143 382,539 SH   SOLE   382,539 0 0
V F CORP COM 918204108 8,283 130,300 SH   SOLE   130,300 0 0
VALE S A ADR 91912E105 2,608 259,000 SH   SOLE   259,000 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 3,962 276,490 SH   SOLE   276,490 0 0
VISA INC COM CL A 92826C839 351,370 3,338,754 SH   SOLE   3,338,754 0 0
VMWARE INC CL A COM 928563402 5,659 51,830 SH   SOLE   51,830 0 0
VULCAN MATLS CO COM 929160109 85,624 715,917 SH   SOLE   715,917 0 0
WAL-MART STORES INC COM 931142103 10,395 133,030 SH   SOLE   133,030 0 0
WASTE CONNECTIONS INC COM 94106B101 370,603 5,297,353 SH   SOLE   5,297,353 0 0
WATERS CORP COM 941848103 4,825 26,880 SH   SOLE   26,880 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 5,147 118,176 SH   SOLE   118,176 0 0
WINGSTOP INC COM 974155103 3,036 91,316 SH   SOLE   91,316 0 0
WOLVERINE WORLD WIDE INC COM 978097103 5,224 181,068 SH   SOLE   181,068 0 0
WYNN RESORTS LTD COM 983134107 130,829 878,520 SH   SOLE   878,520 0 0
XENCOR INC COM 98401F105 1,168 50,959 SH   SOLE   50,959 0 0
XILINX INC COM 983919101 5,190 73,280 SH   SOLE   73,280 0 0
YANDEX N V SHS CLASS A N97284108 3,224 97,850 SH   SOLE   97,850 0 0
ZOES KITCHEN INC COM 98979J109 1,652 130,768 SH   SOLE   130,768 0 0
ZUMIEZ INC COM 989817101 781 43,130 SH   SOLE   43,130 0 0