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
ALLERGAN PLC SHS G0177J108 48 232 SH   SOLE   232 0 0
ATLASSIAN CORP PLC CL A G06242104 3,501 99,600 SH   SOLE   99,600 0 0
MIMECAST LTD ORD SHS G14838109 9,021 317,413 SH   SOLE   317,413 0 0
CREDICORP LTD COM G2519Y108 137 670 SH   SOLE   670 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 11,512 116,989 SH   SOLE   116,989 0 0
ICON PLC SHS G4705A100 4,951 43,475 SH   SOLE   43,475 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 7,250 405,008 SH   SOLE   405,008 0 0
MEDTRONIC PLC SHS G5960L103 37 480 SH   SOLE   480 0 0
NABORS INDUSTRIES LTD SHS G6359F103 181 22,400 SH   SOLE   22,400 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 494 9,140 SH   SOLE   9,140 0 0
NOVOCURE LTD ORD SHS G6674U108 8,902 448,458 SH   SOLE   448,458 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 281 21,880 SH   SOLE   21,880 0 0
STERIS PLC SHS USD G84720104 5,485 62,050 SH   SOLE   62,050 0 0
TRITON INTL LTD CL A G9078F107 8,468 254,461 SH   SOLE   254,461 0 0
PERRIGO CO PLC SHS G97822103 32 380 SH   SOLE   380 0 0
TRANSOCEAN LTD REG SHS H8817H100 125 11,600 SH   SOLE   11,600 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 675 24,030 SH   SOLE   24,030 0 0
FERRARI N V COM N3167Y103 140 1,265 SH   SOLE   1,265 0 0
INTERXION HOLDING N.V SHS N47279109 17,155 336,831 SH   SOLE   336,831 0 0
NXP SEMICONDUCTORS N V COM N6596X109 334 2,950 SH   SOLE   2,950 0 0
BROADCOM LTD SHS Y09827109 7,034 29,000 SH   SOLE   29,000 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 2,098 90,250 SH   SOLE   90,250 0 0
ABIOMED INC COM 003654100 57,317 339,961 SH   SOLE   339,961 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 13,805 289,055 SH   SOLE   289,055 0 0
ACI WORLDWIDE INC COM 004498101 9,275 407,165 SH   SOLE   407,165 0 0
ACTIVISION BLIZZARD INC COM 00507V109 25,637 397,416 SH   SOLE   397,416 0 0
ADOBE SYS INC COM 00724F101 21,579 144,649 SH   SOLE   144,649 0 0
ADTALEM GLOBAL ED INC COM 00737L103 8,612 240,225 SH   SOLE   240,225 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 6,421 132,118 SH   SOLE   132,118 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 494 7,700 SH   SOLE   7,700 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,695 37,500 SH   SOLE   37,500 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 15,904 653,421 SH   SOLE   653,421 0 0
ALARM COM HLDGS INC COM 011642105 9,307 206,001 SH   SOLE   206,001 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 15,734 91,101 SH   SOLE   91,101 0 0
ALPHABET INC CAP STK CL A 02079K305 49 50 SH   SOLE   50 0 0
ALPHABET INC CAP STK CL C 02079K107 24,360 25,399 SH   SOLE   25,399 0 0
ALTRA INDL MOTION CORP COM 02208R106 9,154 190,315 SH   SOLE   190,315 0 0
AMAZON COM INC COM 023135106 49,829 51,832 SH   SOLE   51,832 0 0
AMERICAN EXPRESS CO COM 025816109 242 2,675 SH   SOLE   2,675 0 0
ANDEAVOR COM 03349M105 5,421 52,550 SH   SOLE   52,550 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 5,419 108,243 SH   SOLE   108,243 0 0
ANSYS INC COM 03662Q105 1,729 14,090 SH   SOLE   14,090 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 4,094 129,844 SH   SOLE   129,844 0 0
APPLE INC COM 037833100 45,436 294,808 SH   SOLE   294,808 0 0
APPLIED MATLS INC COM 038222105 46,280 888,464 SH   SOLE   888,464 0 0
ARISTA NETWORKS INC COM 040413106 7,117 37,535 SH   SOLE   37,535 0 0
AUTOLIV INC COM 052800109 121 975 SH   SOLE   975 0 0
AXOGEN INC COM 05463X106 7,896 408,041 SH   SOLE   408,041 0 0
BP PLC SPONSORED ADR 055622104 2,845 74,030 SH   SOLE   74,030 0 0
BMC STK HLDGS INC COM 05591B109 2,168 101,555 SH   SOLE   101,555 0 0
BWX TECHNOLOGIES INC COM 05605H100 13,678 244,165 SH   SOLE   244,165 0 0
BANCO DE CHILE SPONSORED ADR 059520106 127 1,396 SH   SOLE   1,396 0 0
BANK AMER CORP COM 060505104 12,310 485,800 SH   SOLE   485,800 0 0
BARRICK GOLD CORP COM 067901108 1,488 92,500 SH   SOLE   92,500 0 0
BERRY GLOBAL GROUP INC COM 08579W103 461 8,140 SH   SOLE   8,140 0 0
BIOGEN INC COM 09062X103 13,096 41,824 SH   SOLE   41,824 0 0
BIOTELEMETRY INC COM 090672106 14,438 437,527 SH   SOLE   437,527 0 0
BIO TECHNE CORP COM 09073M104 5,227 43,240 SH   SOLE   43,240 0 0
BIOVERATIV INC COM 09075E100 6,461 113,210 SH   SOLE   113,210 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 17,151 391,565 SH   SOLE   391,565 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 485 32,990 SH   SOLE   32,990 0 0
BOEING CO COM 097023105 991 3,900 SH   SOLE   3,900 0 0
BOINGO WIRELESS INC COM 09739C102 14,760 690,700 SH   SOLE   690,700 0 0
BORGWARNER INC COM 099724106 530 10,340 SH   SOLE   10,340 0 0
BOYD GAMING CORP COM 103304101 12,282 471,460 SH   SOLE   471,460 0 0
BRINKS CO COM 109696104 18,229 216,368 SH   SOLE   216,368 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 390 4,830 SH   SOLE   4,830 0 0
BROOKS AUTOMATION INC COM 114340102 9,397 309,503 SH   SOLE   309,503 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 1,497 26,261 SH   SOLE   26,261 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 10,727 596,277 SH   SOLE   596,277 0 0
CBOE HLDGS INC COM 12503M108 7,618 70,775 SH   SOLE   70,775 0 0
CME GROUP INC COM CL A 12572Q105 47,654 351,224 SH   SOLE   351,224 0 0
CNOOC LTD SPONSORED ADR 126132109 536 4,130 SH   SOLE   4,130 0 0
CVR ENERGY INC COM 12662P108 642 24,800 SH   SOLE   24,800 0 0
CABOT OIL & GAS CORP COM 127097103 3,865 144,470 SH   SOLE   144,470 0 0
CALLON PETE CO DEL COM 13123X102 2,933 260,950 SH   SOLE   260,950 0 0
CARRIZO OIL & GAS INC COM 144577103 287 16,780 SH   SOLE   16,780 0 0
CATALENT INC COM 148806102 14,261 357,230 SH   SOLE   357,230 0 0
CELANESE CORP DEL COM SER A 150870103 5,003 47,985 SH   SOLE   47,985 0 0
CELGENE CORP COM 151020104 36,350 249,280 SH   SOLE   249,280 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 2,730 151,945 SH   SOLE   151,945 0 0
CHARLES RIV LABS INTL INC COM 159864107 541 5,010 SH   SOLE   5,010 0 0
CHEGG INC COM 163092109 14,912 1,004,859 SH   SOLE   1,004,859 0 0
CHEMOURS CO COM 163851108 1,897 37,475 SH   SOLE   37,475 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,172 70,430 SH   SOLE   70,430 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 2,307 80,040 SH   SOLE   80,040 0 0
CHESAPEAKE ENERGY CORP COM 165167107 2,318 539,030 SH   SOLE   539,030 0 0
CHEVRON CORP NEW COM 166764100 4,369 37,185 SH   SOLE   37,185 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,378 31,390 SH   SOLE   31,390 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 563 4,735 SH   SOLE   4,735 0 0
CIMAREX ENERGY CO COM 171798101 4,144 36,460 SH   SOLE   36,460 0 0
CINTAS CORP COM 172908105 2,352 16,300 SH   SOLE   16,300 0 0
CITIGROUP INC COM NEW 172967424 46,101 633,783 SH   SOLE   633,783 0 0
CLOVIS ONCOLOGY INC COM 189464100 5,078 61,625 SH   SOLE   61,625 0 0
COACH INC COM 189754104 16,443 408,218 SH   SOLE   408,218 0 0
COCA COLA CO COM 191216100 307 6,820 SH   SOLE   6,820 0 0
COLFAX CORP COM 194014106 3,289 78,985 SH   SOLE   78,985 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 7,772 205,223 SH   SOLE   205,223 0 0
COMMVAULT SYSTEMS INC COM 204166102 12,739 209,520 SH   SOLE   209,520 0 0
CONCHO RES INC COM 20605P101 4,659 35,370 SH   SOLE   35,370 0 0
CONSOL ENERGY INC COM 20854P109 9 530 SH   SOLE   530 0 0
CONTINENTAL RESOURCES INC COM 212015101 28,307 733,150 SH   SOLE   733,150 0 0
COOPER COS INC COM NEW 216648402 448 1,890 SH   SOLE   1,890 0 0
CORCEPT THERAPEUTICS INC COM 218352102 3,517 182,252 SH   SOLE   182,252 0 0
COSTCO WHSL CORP NEW COM 22160K105 460 2,800 SH   SOLE   2,800 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,043 42,750 SH   SOLE   42,750 0 0
CUMMINS INC COM 231021106 50 300 SH   SOLE   300 0 0
CUTERA INC COM 232109108 6,720 162,513 SH   SOLE   162,513 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 13,201 878,897 SH   SOLE   878,897 0 0
CYRUSONE INC COM 23283R100 13,213 224,209 SH   SOLE   224,209 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 666 15,690 SH   SOLE   15,690 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 2,352 67,900 SH   SOLE   67,900 0 0
D R HORTON INC COM 23331A109 413 10,340 SH   SOLE   10,340 0 0
DST SYS INC DEL COM 233326107 1,300 23,680 SH   SOLE   23,680 0 0
DARDEN RESTAURANTS INC COM 237194105 363 4,610 SH   SOLE   4,610 0 0
DASEKE INC COM 23753F107 4,410 337,918 SH   SOLE   337,918 0 0
DEERE & CO COM 244199105 18,676 148,709 SH   SOLE   148,709 0 0
DENTSPLY SIRONA INC COM 24906P109 767 12,820 SH   SOLE   12,820 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,916 50,182 SH   SOLE   50,182 0 0
DICKS SPORTING GOODS INC COM 253393102 5,909 218,782 SH   SOLE   218,782 0 0
DIGITAL RLTY TR INC COM 253868103 321 2,710 SH   SOLE   2,710 0 0
DISNEY WALT CO COM DISNEY 254687106 197 2,000 SH   SOLE   2,000 0 0
DOLBY LABORATORIES INC COM 25659T107 3,704 64,390 SH   SOLE   64,390 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 1,267 39,606 SH   SOLE   39,606 0 0
ENI S P A SPONSORED ADR 26874R108 2,645 79,970 SH   SOLE   79,970 0 0
EOG RES INC COM 26875P101 29,071 300,511 SH   SOLE   300,511 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,992 39,915 SH   SOLE   39,915 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 5,627 129,030 SH   SOLE   129,030 0 0
EAGLE MATERIALS INC COM 26969P108 14,220 133,270 SH   SOLE   133,270 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 172 1,570 SH   SOLE   1,570 0 0
ELECTRONIC ARTS INC COM 285512109 35,412 299,951 SH   SOLE   299,951 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 1,594 193,418 SH   SOLE   193,418 0 0
ENCANA CORP COM 292505104 3,806 323,085 SH   SOLE   323,085 0 0
ENCORE CAP GROUP INC COM 292554102 5,610 126,635 SH   SOLE   126,635 0 0
ENERGEN CORP COM 29265N108 3,726 68,150 SH   SOLE   68,150 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 2,021 116,300 SH   SOLE   116,300 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 8,563 468,184 SH   SOLE   468,184 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 2,409 143,750 SH   SOLE   143,750 0 0
ENPRO INDS INC COM 29355X107 9,471 117,612 SH   SOLE   117,612 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 16,177 620,520 SH   SOLE   620,520 0 0
ENVESTNET INC COM 29404K106 10,144 198,907 SH   SOLE   198,907 0 0
EURONET WORLDWIDE INC COM 298736109 15,345 161,880 SH   SOLE   161,880 0 0
EVERI HLDGS INC COM 30034T103 8,349 1,099,937 SH   SOLE   1,099,937 0 0
EXPEDIA INC DEL COM NEW 30212P303 520 3,610 SH   SOLE   3,610 0 0
EXTREME NETWORKS INC COM 30226D106 5,438 457,345 SH   SOLE   457,345 0 0
F M C CORP COM NEW 302491303 6,725 75,295 SH   SOLE   75,295 0 0
FACEBOOK INC CL A 30303M102 55,020 321,999 SH   SOLE   321,999 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 1,718 359,465 SH   SOLE   359,465 0 0
FASTENAL CO COM 311900104 1,650 36,210 SH   SOLE   36,210 0 0
FEDEX CORP COM 31428X106 22,640 100,364 SH   SOLE   100,364 0 0
F5 NETWORKS INC COM 315616102 769 6,380 SH   SOLE   6,380 0 0
FIBROGEN INC COM 31572Q808 11,099 206,300 SH   SOLE   206,300 0 0
FIREEYE INC COM 31816Q101 13,389 798,390 SH   SOLE   798,390 0 0
FIRST DATA CORP NEW COM CL A 32008D106 4,563 252,955 SH   SOLE   252,955 0 0
FISERV INC COM 337738108 5,980 46,370 SH   SOLE   46,370 0 0
FIVE9 INC COM 338307101 10,070 421,336 SH   SOLE   421,336 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 536 7,970 SH   SOLE   7,970 0 0
G-III APPAREL GROUP LTD COM 36237H101 9,370 322,890 SH   SOLE   322,890 0 0
GTT COMMUNICATIONS INC COM 362393100 13,301 420,239 SH   SOLE   420,239 0 0
GALAPAGOS NV SPON ADR 36315X101 1,005 9,875 SH   SOLE   9,875 0 0
GALLAGHER ARTHUR J & CO COM 363576109 6,085 98,870 SH   SOLE   98,870 0 0
GENESEE & WYO INC CL A 371559105 204 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 2,085 105,300 SH   SOLE   105,300 0 0
GILEAD SCIENCES INC COM 375558103 9,627 118,818 SH   SOLE   118,818 0 0
GLOBAL PMTS INC COM 37940X102 479 5,040 SH   SOLE   5,040 0 0
GLU MOBILE INC COM 379890106 4,491 1,194,487 SH   SOLE   1,194,487 0 0
GOLDCORP INC NEW COM 380956409 1,102 85,000 SH   SOLE   85,000 0 0
GRAND CANYON ED INC COM 38526M106 19,709 217,010 SH   SOLE   217,010 0 0
GREEN DOT CORP CL A 39304D102 24,743 499,054 SH   SOLE   499,054 0 0
GRUBHUB INC COM 400110102 7,357 139,705 SH   SOLE   139,705 0 0
GUESS INC COM 401617105 12,171 714,680 SH   SOLE   714,680 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 145 1,500 SH   SOLE   1,500 0 0
HALLIBURTON CO COM 406216101 2,675 58,110 SH   SOLE   58,110 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 4,046 232,905 SH   SOLE   232,905 0 0
HARLEY DAVIDSON INC COM 412822108 403 8,363 SH   SOLE   8,363 0 0
HEALTHEQUITY INC COM 42226A107 11,430 225,984 SH   SOLE   225,984 0 0
HOLLYFRONTIER CORP COM 436106108 2,086 58,000 SH   SOLE   58,000 0 0
HOME DEPOT INC COM 437076102 21,879 133,766 SH   SOLE   133,766 0 0
HONDA MOTOR LTD AMERN SHS 438128308 3,894 131,718 SH   SOLE   131,718 0 0
HORTONWORKS INC COM 440894103 10,443 616,110 SH   SOLE   616,110 0 0
HUNT J B TRANS SVCS INC COM 445658107 34,865 313,875 SH   SOLE   313,875 0 0
IAC INTERACTIVECORP COM 44919P508 7,687 65,375 SH   SOLE   65,375 0 0
ICU MED INC COM 44930G107 305 1,640 SH   SOLE   1,640 0 0
IPG PHOTONICS CORP COM 44980X109 4,253 22,980 SH   SOLE   22,980 0 0
ILLINOIS TOOL WKS INC COM 452308109 114 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 24,269 121,831 SH   SOLE   121,831 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 10,381 390,540 SH   SOLE   390,540 0 0
INTEL CORP COM 458140100 26,021 683,334 SH   SOLE   683,334 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 396 2,770 SH   SOLE   2,770 0 0
INTERSECT ENT INC COM 46071F103 8,839 283,765 SH   SOLE   283,765 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,426 7,100 SH   SOLE   7,100 0 0
ISHARES INDIA 50 ETF 464289529 10,201 299,150 SH   SOLE   299,150 0 0
ISHARES TR MSCI EAFE ETF 464287465 8,731 127,500 SH   SOLE   127,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 64,643 1,442,600 SH   SOLE   1,442,600 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,716 21,720 SH   SOLE   21,720 0 0
ISHARES TR RUS MD CP GR ETF 464287481 294 2,600 SH   SOLE   2,600 0 0
ISHARES TR 20 YR TR BD ETF 464287432 3,743 30,000 SH   SOLE   30,000 0 0
ISHARES TR CUR HED MSCI GER 46434V704 5,698 200,000 SH   SOLE   200,000 0 0
ITRON INC COM 465741106 12,011 155,082 SH   SOLE   155,082 0 0
JPMORGAN CHASE & CO COM 46625H100 11,662 122,100 SH   SOLE   122,100 0 0
KLA-TENCOR CORP COM 482480100 432 4,080 SH   SOLE   4,080 0 0
KEANE GROUP INC COM 48669A108 3,081 184,690 SH   SOLE   184,690 0 0
KEYCORP NEW COM 493267108 483 25,680 SH   SOLE   25,680 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 6,133 147,595 SH   SOLE   147,595 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 9,979 762,895 SH   SOLE   762,895 0 0
LANTHEUS HLDGS INC COM 516544103 5,169 290,390 SH   SOLE   290,390 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 13,663 100,350 SH   SOLE   100,350 0 0
LINCOLN ELEC HLDGS INC COM 533900106 5,280 57,595 SH   SOLE   57,595 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 14,185 424,060 SH   SOLE   424,060 0 0
LIVEPERSON INC COM 538146101 7,760 572,720 SH   SOLE   572,720 0 0
LOGMEIN INC COM 54142L109 6,554 59,555 SH   SOLE   59,555 0 0
LUMENTUM HLDGS INC COM 55024U109 8,340 153,450 SH   SOLE   153,450 0 0
MPLX LP COM UNIT REP LTD 55336V100 9,135 260,928 SH   SOLE   260,928 0 0
MSCI INC COM 55354G100 396 3,390 SH   SOLE   3,390 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 7,546 106,192 SH   SOLE   106,192 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 1,321 78,378 SH   SOLE   78,378 0 0
MARATHON PETE CORP COM 56585A102 1,597 28,475 SH   SOLE   28,475 0 0
MARKETAXESS HLDGS INC COM 57060D108 4,628 25,085 SH   SOLE   25,085 0 0
MARRIOTT INTL INC NEW CL A 571903202 430 3,900 SH   SOLE   3,900 0 0
MASCO CORP COM 574599106 488 12,500 SH   SOLE   12,500 0 0
MATADOR RES CO COM 576485205 9,396 346,095 SH   SOLE   346,095 0 0
MERCURY SYS INC COM 589378108 9,427 181,706 SH   SOLE   181,706 0 0
MERITOR INC COM 59001K100 12,405 476,926 SH   SOLE   476,926 0 0
MICROSOFT CORP COM 594918104 52,584 705,922 SH   SOLE   705,922 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 23,271 259,196 SH   SOLE   259,196 0 0
MIDDLEBY CORP COM 596278101 21,236 165,685 SH   SOLE   165,685 0 0
MODINE MFG CO COM 607828100 3,564 185,135 SH   SOLE   185,135 0 0
MOHAWK INDS INC COM 608190104 505 2,040 SH   SOLE   2,040 0 0
MONSANTO CO NEW COM 61166W101 733 6,120 SH   SOLE   6,120 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 30,118 545,127 SH   SOLE   545,127 0 0
MOOG INC CL A 615394202 2,197 26,330 SH   SOLE   26,330 0 0
MORGAN STANLEY COM NEW 617446448 37,330 774,974 SH   SOLE   774,974 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 16,123 445,635 SH   SOLE   445,635 0 0
NVR INC COM 62944T105 328 115 SH   SOLE   115 0 0
NAVISTAR INTL CORP NEW COM 63934E108 12,126 275,155 SH   SOLE   275,155 0 0
NEKTAR THERAPEUTICS COM 640268108 5,394 224,764 SH   SOLE   224,764 0 0
NETFLIX INC COM 64110L106 35,540 195,975 SH   SOLE   195,975 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 185 2,100 SH   SOLE   2,100 0 0
NEW RELIC INC COM 64829B100 10,757 215,995 SH   SOLE   215,995 0 0
NEWFIELD EXPL CO COM 651290108 217 7,300 SH   SOLE   7,300 0 0
NICE LTD SPONSORED ADR 653656108 737 9,060 SH   SOLE   9,060 0 0
NIKE INC CL B 654106103 104 2,000 SH   SOLE   2,000 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 1,973 38,034 SH   SOLE   38,034 0 0
NORDSON CORP COM 655663102 404 3,410 SH   SOLE   3,410 0 0
OLD DOMINION FGHT LINES INC COM 679580100 6,230 56,580 SH   SOLE   56,580 0 0
OMNICELL INC COM 68213N109 9,460 185,305 SH   SOLE   185,305 0 0
ONEOK INC NEW COM 682680103 1,151 20,774 SH   SOLE   20,774 0 0
OWENS CORNING NEW COM 690742101 6,092 78,760 SH   SOLE   78,760 0 0
PDC ENERGY INC COM 69327R101 539 11,000 SH   SOLE   11,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,515 70,600 SH   SOLE   70,600 0 0
PRA GROUP INC COM 69354N106 908 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 15,832 207,846 SH   SOLE   207,846 0 0
PVH CORP COM 693656100 3,506 27,810 SH   SOLE   27,810 0 0
PTC INC COM 69370C100 4,428 78,675 SH   SOLE   78,675 0 0
PACCAR INC COM 693718108 279 3,850 SH   SOLE   3,850 0 0
PALO ALTO NETWORKS INC COM 697435105 11,330 78,627 SH   SOLE   78,627 0 0
PARKER HANNIFIN CORP COM 701094104 40,550 231,689 SH   SOLE   231,689 0 0
PARSLEY ENERGY INC CL A 701877102 543 20,600 SH   SOLE   20,600 0 0
PATTERSON UTI ENERGY INC COM 703481101 8,766 418,630 SH   SOLE   418,630 0 0
PAYCHEX INC COM 704326107 884 14,740 SH   SOLE   14,740 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,610 25,120 SH   SOLE   25,120 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1,796 178,900 SH   SOLE   178,900 0 0
PFIZER INC COM 717081103 232 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 593 6,470 SH   SOLE   6,470 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 3,741 71,169 SH   SOLE   71,169 0 0
PIONEER NAT RES CO COM 723787107 27,293 184,990 SH   SOLE   184,990 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,997 141,430 SH   SOLE   141,430 0 0
PLANET FITNESS INC CL A 72703H101 8,046 298,215 SH   SOLE   298,215 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 5,392 99,791 SH   SOLE   99,791 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 14,545 100,000 SH   SOLE   100,000 0 0
PROCTER AND GAMBLE CO COM 742718109 346 3,800 SH   SOLE   3,800 0 0
PROS HOLDINGS INC COM 74346Y103 4,415 182,984 SH   SOLE   182,984 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 4,333 36,185 SH   SOLE   36,185 0 0
PURE STORAGE INC CL A 74624M102 14,399 900,520 SH   SOLE   900,520 0 0
QUALCOMM INC COM 747525103 360 6,950 SH   SOLE   6,950 0 0
QUANTA SVCS INC COM 74762E102 15,451 413,450 SH   SOLE   413,450 0 0
QUIDEL CORP COM 74838J101 3,707 84,518 SH   SOLE   84,518 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 520 5,470 SH   SOLE   5,470 0 0
RPC INC COM 749660106 964 38,900 SH   SOLE   38,900 0 0
RPM INTL INC COM 749685103 1,039 20,240 SH   SOLE   20,240 0 0
RSP PERMIAN INC COM 74978Q105 4,173 120,650 SH   SOLE   120,650 0 0
RANDGOLD RES LTD ADR 752344309 2,930 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 1,274 65,120 SH   SOLE   65,120 0 0
RBC BEARINGS INC COM 75524B104 10,863 86,800 SH   SOLE   86,800 0 0
REALPAGE INC COM 75606N109 17,205 431,204 SH   SOLE   431,204 0 0
RED HAT INC COM 756577102 23,304 210,210 SH   SOLE   210,210 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 7,057 105,334 SH   SOLE   105,334 0 0
REPLIGEN CORP COM 759916109 4,905 127,998 SH   SOLE   127,998 0 0
RICE ENERGY INC COM 762760106 737 25,470 SH   SOLE   25,470 0 0
RINGCENTRAL INC CL A 76680R206 18,002 431,188 SH   SOLE   431,188 0 0
ROCKWELL AUTOMATION INC COM 773903109 520 2,920 SH   SOLE   2,920 0 0
ROCKWELL COLLINS INC COM 774341101 427 3,270 SH   SOLE   3,270 0 0
ROGERS CORP COM 775133101 10,039 75,320 SH   SOLE   75,320 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 5,676 93,700 SH   SOLE   93,700 0 0
RUSH ENTERPRISES INC CL A 781846209 10,444 225,613 SH   SOLE   225,613 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 221 2,095 SH   SOLE   2,095 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,465 28,500 SH   SOLE   28,500 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 11,412 286,600 SH   SOLE   286,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,443 135,561 SH   SOLE   135,561 0 0
SRC ENERGY INC COM 78470V108 4,557 471,295 SH   SOLE   471,295 0 0
SVB FINL GROUP COM 78486Q101 316 1,690 SH   SOLE   1,690 0 0
SAIA INC COM 78709Y105 11,780 188,036 SH   SOLE   188,036 0 0
SAREPTA THERAPEUTICS INC COM 803607100 12,884 284,030 SH   SOLE   284,030 0 0
SCHLUMBERGER LTD COM 806857108 38 551 SH   SOLE   551 0 0
SCHWAB CHARLES CORP NEW COM 808513105 43,404 992,327 SH   SOLE   992,327 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 16,160 352,450 SH   SOLE   352,450 0 0
SEALED AIR CORP NEW COM 81211K100 591 13,840 SH   SOLE   13,840 0 0
SERVICENOW INC COM 81762P102 541 4,600 SH   SOLE   4,600 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 788 28,321 SH   SOLE   28,321 0 0
SHOTSPOTTER INC COM 82536T107 2,230 165,835 SH   SOLE   165,835 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 11,383 195,915 SH   SOLE   195,915 0 0
SMITH A O COM 831865209 5,132 86,355 SH   SOLE   86,355 0 0
SMART SAND INC COM 83191H107 2,773 409,034 SH   SOLE   409,034 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 539 9,685 SH   SOLE   9,685 0 0
SONIC CORP COM 835451105 1,142 44,885 SH   SOLE   44,885 0 0
SOUTHWEST AIRLS CO COM 844741108 2,286 40,840 SH   SOLE   40,840 0 0
SOUTHWESTERN ENERGY CO COM 845467109 12 1,900 SH   SOLE   1,900 0 0
SPLUNK INC COM 848637104 11,983 180,385 SH   SOLE   180,385 0 0
SQUARE INC CL A 852234103 5,661 196,501 SH   SOLE   196,501 0 0
STARBUCKS CORP COM 855244109 2,617 48,720 SH   SOLE   48,720 0 0
STATOIL ASA SPONSORED ADR 85771P102 3,300 164,260 SH   SOLE   164,260 0 0
STERICYCLE INC COM 858912108 1,854 25,890 SH   SOLE   25,890 0 0
STRYKER CORP COM 863667101 48 340 SH   SOLE   340 0 0
SUMMIT MATLS INC CL A 86614U100 17,991 561,700 SH   SOLE   561,700 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,284 93,740 SH   SOLE   93,740 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 1,913 179,090 SH   SOLE   179,090 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 12,678 316,940 SH   SOLE   316,940 0 0
SYMANTEC CORP COM 871503108 321 9,770 SH   SOLE   9,770 0 0
SYNOVUS FINL CORP COM NEW 87161C501 17,452 378,889 SH   SOLE   378,889 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 994 18,990 SH   SOLE   18,990 0 0
TJX COS INC NEW COM 872540109 504 6,840 SH   SOLE   6,840 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 8,996 290,664 SH   SOLE   290,664 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 214 5,710 SH   SOLE   5,710 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,852 57,240 SH   SOLE   57,240 0 0
TAL ED GROUP SPONSORED ADS 874080104 579 17,170 SH   SOLE   17,170 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 2,615 54,603 SH   SOLE   54,603 0 0
TARGA RES CORP COM 87612G101 1,168 24,690 SH   SOLE   24,690 0 0
TELEFLEX INC COM 879369106 6,099 25,205 SH   SOLE   25,205 0 0
TERADYNE INC COM 880770102 14,698 394,144 SH   SOLE   394,144 0 0
TESLA INC COM 88160R101 14,999 43,972 SH   SOLE   43,972 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 118 6,700 SH   SOLE   6,700 0 0
THOR INDS INC COM 885160101 607 4,820 SH   SOLE   4,820 0 0
TIVITY HEALTH INC COM 88870R102 19,280 472,537 SH   SOLE   472,537 0 0
TIVO CORP COM 88870P106 15 739 SH   SOLE   739 0 0
TOPBUILD CORP COM 89055F103 10,946 167,955 SH   SOLE   167,955 0 0
TOTAL S A SPONSORED ADR 89151E109 5,812 108,600 SH   SOLE   108,600 0 0
TRANSCANADA CORP COM 89353D107 2,271 45,940 SH   SOLE   45,940 0 0
TRANSDIGM GROUP INC COM 893641100 222 870 SH   SOLE   870 0 0
TRIMBLE INC COM 896239100 9,457 240,935 SH   SOLE   240,935 0 0
U S SILICA HLDGS INC COM 90346E103 4,814 154,936 SH   SOLE   154,936 0 0
ULTA BEAUTY INC COM 90384S303 11,083 49,027 SH   SOLE   49,027 0 0
UNDER ARMOUR INC CL A 904311107 747 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 761 50,656 SH   SOLE   50,656 0 0
UNIT CORP COM 909218109 206 10,030 SH   SOLE   10,030 0 0
UNITED RENTALS INC COM 911363109 29,882 215,383 SH   SOLE   215,383 0 0
UNITEDHEALTH GROUP INC COM 91324P102 43,443 221,816 SH   SOLE   221,816 0 0
UNIVAR INC COM 91336L107 13,316 460,272 SH   SOLE   460,272 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 10,840 84,125 SH   SOLE   84,125 0 0
VAIL RESORTS INC COM 91879Q109 5,782 25,345 SH   SOLE   25,345 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,273 29,550 SH   SOLE   29,550 0 0
VALMONT INDS INC COM 920253101 13,116 82,960 SH   SOLE   82,960 0 0
VAREX IMAGING CORP COM 92214X106 283 8,372 SH   SOLE   8,372 0 0
VARIAN MED SYS INC COM 92220P105 5,434 54,305 SH   SOLE   54,305 0 0
VARONIS SYS INC COM 922280102 9,100 217,190 SH   SOLE   217,190 0 0
VEEVA SYS INC CL A COM 922475108 27,396 485,661 SH   SOLE   485,661 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,079 26,830 SH   SOLE   26,830 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2,488 133,453 SH   SOLE   133,453 0 0
VISA INC COM CL A 92826C839 52,269 496,667 SH   SOLE   496,667 0 0
VISTEON CORP COM NEW 92839U206 11,605 93,760 SH   SOLE   93,760 0 0
VONAGE HLDGS CORP COM 92886T201 15,092 1,854,052 SH   SOLE   1,854,052 0 0
WABCO HLDGS INC COM 92927K102 31,532 213,052 SH   SOLE   213,052 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 37 480 SH   SOLE   480 0 0
WATERS CORP COM 941848103 1,368 7,620 SH   SOLE   7,620 0 0
WEIBO CORP SPONSORED ADR 948596101 164 1,655 SH   SOLE   1,655 0 0
WENDYS CO COM 95058W100 15,395 991,335 SH   SOLE   991,335 0 0
WERNER ENTERPRISES INC COM 950755108 8,871 242,695 SH   SOLE   242,695 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 3,368 34,985 SH   SOLE   34,985 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,771 202,914 SH   SOLE   202,914 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 3,490 68,061 SH   SOLE   68,061 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 8,779 225,680 SH   SOLE   225,680 0 0
XPO LOGISTICS INC COM 983793100 29,235 431,326 SH   SOLE   431,326 0 0
XILINX INC COM 983919101 426 6,010 SH   SOLE   6,010 0 0
XEROX CORP COM NEW 984121608 4,733 142,160 SH   SOLE   142,160 0 0