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
3M CO COM 88579Y101 8,935 37,963 SH   SOLE 0 37,963 0
ABERCROMBIE & FITCH CO CL A 002896207 1,988 114,060 SH   SOLE 0 114,060 0
ADOBE SYS INC COM 00724F101 216,442 1,235,118 SH   SOLE 0 1,235,118 0
ADVANCED ENERGY INDS COM 007973100 26,502 392,747 SH   SOLE 0 392,747 0
AES CORP COM 00130H105 886 81,815 SH   SOLE 0 81,815 0
AFLAC INC COM 001055102 54,962 626,143 SH   SOLE 0 626,143 0
AG MTG INVT TR INC COM 001228105 139 7,329 SH   SOLE 0 7,329 0
AGNC INVT CORP COM 00123Q104 20,824 1,031,406 SH   SOLE 0 1,031,406 0
AIR PRODS & CHEMS INC COM 009158106 48,308 294,420 SH   SOLE 0 294,420 0
ALIGN TECHNOLOGY INC COM 016255101 209,892 944,653 SH   SOLE 0 944,653 0
ALLEGHANY CORP DEL COM 017175100 2,966 4,977 SH   SOLE 0 4,977 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 59,672 1,385,485 SH   SOLE 0 1,385,485 0
ALPHABET INC CAP STK CL A 02079K305 124,498 118,187 SH   SOLE 0 118,187 0
ALPHABET INC CAP STK CL C 02079K107 81,067 77,473 SH   SOLE 0 77,473 0
ALTRIA GROUP INC COM 02209S103 8,498 119,014 SH   SOLE 0 119,014 0
AMAZON COM INC COM 023135106 42,514 36,354 SH   SOLE 0 36,354 0
AMEREN CORP COM 023608102 34,120 578,410 SH   SOLE 0 578,410 0
AMERICAN EXPRESS CO COM 025816109 5,341 53,787 SH   SOLE 0 53,787 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,315 72,435 SH   SOLE 0 72,435 0
AMERICAN NATL INS CO COM 028591105 242 1,893 SH   SOLE 0 1,893 0
AMGEN INC COM 031162100 10,572 60,799 SH   SOLE 0 60,799 0
ANADARKO PETE CORP COM 032511107 53 1,000 SH   SOLE 0 1,000 0
ANDEAVOR COM 03349M105 731 6,400 SH   SOLE 0 6,400 0
ANNALY CAP MGMT INC COM 035710409 1,178 99,134 SH   SOLE 0 99,134 0
ANSYS INC COM 03662Q105 31 211 SH   SOLE 0 211 0
ANWORTH MORTGAGE ASSET CP COM 037347101 131 24,238 SH   SOLE 0 24,238 0
APACHE CORP COM 037411105 730 17,300 SH   SOLE 0 17,300 0
APPLE INC COM 037833100 144,390 853,223 SH   SOLE 0 853,223 0
APPLIED MATLS INC COM 038222105 232,609 4,550,261 SH   SOLE 0 4,550,261 0
APPLIED OPTOELECTRONICS INC COM 03823U102 0 39,670 SH   SOLE 0 39,670 0
ARCH COAL INC CL A 039380407 3,515 37,736 SH   SOLE 0 37,736 0
ARISTA NETWORKS INC COM 040413106 3,516 14,926 SH   SOLE 0 14,926 0
ARMOUR RESIDENTIAL REIT INC COM NEW 042315507 16,742 650,972 SH   SOLE 0 650,972 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 2,441 40,314 SH   SOLE 0 40,314 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 73 1,861 SH   SOLE 0 1,861 0
ASPEN TECHNOLOGY INC COM 045327103 49,906 753,868 SH   SOLE 0 753,868 0
ASSURANT INC COM 04621X108 976 9,680 SH   SOLE 0 9,680 0
AT&T INC COM 00206R102 410 10,557 SH   SOLE 0 10,557 0
ATHENE HLDG LTD CL A G0684D107 95,178 1,840,620 SH   SOLE 0 1,840,620 0
ATHERSYS INC COM 04744L106 0 21,780 SH   SOLE 0 21,780 0
AVALONBAY CMNTYS INC COM 053484101 130,734 732,776 SH   SOLE 0 732,776 0
AXALTA COATING SYS LTD COM G0750C108 1,003 31,000 SH   SOLE 0 31,000 0
BANK AMER CORP COM 060505104 3,351 113,536 SH   SOLE 0 113,536 0
BAXTER INTL INC COM 071813109 200,279 3,098,384 SH   SOLE 0 3,098,384 0
BIG LOTS INC COM 089302103 62,987 1,121,778 SH   SOLE 0 1,121,778 0
BIO RAD LABS INC CL A 090572207 47 200 SH   SOLE 0 200 0
BIOGEN INC COM 09062X103 205,770 645,918 SH   SOLE 0 645,918 0
BIOVERATIV INC COM 09075E100 135,177 2,507,002 SH   SOLE 0 2,507,002 0
BOEING CO COM 097023105 251,421 852,538 SH   SOLE 0 852,538 0
BRIGHTHOUSE FINL INC COM 10922N103 26,173 446,347 SH   SOLE 0 446,347 0
BRINKER INTL INC COM 109641100 1,106 28,489 SH   SOLE 0 28,489 0
BRISTOL MYERS SQUIBB CO COM 110122108 29,484 481,140 SH   SOLE 0 481,140 0
BROWN FORMAN CORP CL B 115637209 49,247 717,158 SH   SOLE 0 717,158 0
BURLINGTON STORES INC COM 122017106 43,068 350,064 SH   SOLE 0 350,064 0
CABOT CORP COM 127055101 96 1,574 SH   SOLE 0 1,574 0
CADENCE DESIGN SYSTEM INC COM 127387108 127,796 3,055,873 SH   SOLE 0 3,055,873 0
CAPSTEAD MTG CORP COM NO PAR 14067E506 134 15,569 SH   SOLE 0 15,569 0
CARTER INC COM 146229109 16,757 142,625 SH   SOLE 0 142,625 0
CATERPILLAR INC DEL COM 149123101 6,686 42,434 SH   SOLE 0 42,434 0
CBRE GROUP INC CL A 12504L109 94,553 2,183,187 SH   SOLE 0 2,183,187 0
CDK GLOBAL INC COM 12508E101 9,151 128,386 SH   SOLE 0 128,386 0
CELANESE CORP DEL COM SER A 150870103 13,695 127,903 SH   SOLE 0 127,903 0
CELGENE CORP COM 151020104 3,967 38,021 SH   SOLE 0 38,021 0
CENTERPOINT ENERGY INC COM 15189T107 103,956 3,665,608 SH   SOLE 0 3,665,608 0
CHEMED CORP NEW COM 16359R103 21,188 87,190 SH   SOLE 0 87,190 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 1,398 50,521 SH   SOLE 0 50,521 0
CHESAPEAKE LODGING TR SH BEN INT 165240102 225 8,338 SH   SOLE 0 8,338 0
CHEVRON CORP NEW COM 166764100 90,529 723,140 SH   SOLE 0 723,140 0
CHICOS FAS INC COM 168615102 35 4,003 SH   SOLE 0 4,003 0
CHILDRENS PL INC COM 168905107 64,214 441,795 SH   SOLE 0 441,795 0
CHIMERA INVT CORP COM NEW 16934Q208 1,279 69,213 SH   SOLE 0 69,213 0
CIGNA CORPORATION COM 125509109 21,153 104,159 SH   SOLE 0 104,159 0
CIMAREX ENERGY CO COM 171798101 37,649 308,574 SH   SOLE 0 308,574 0
CIRRUS LOGIC INC COM 172755100 84,204 1,623,684 SH   SOLE 0 1,623,684 0
CISCO SYS INC COM 17275R102 7,541 196,906 SH   SOLE 0 196,906 0
CITIGROUP INC COM NEW 172967424 823 11,070 SH   SOLE 0 11,070 0
CITRIX SYS INC COM 177376100 10,685 121,425 SH   SOLE 0 121,425 0
CNO FINL GROUP INC COM 12621E103 1,306 52,897 SH   SOLE 0 52,897 0
COCA COLA CO COM 191216100 4,196 91,463 SH   SOLE 0 91,463 0
COEUR MNG INC COM NEW 192108504 8,923 1,189,860 SH   SOLE 0 1,189,860 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 907 20,032 SH   SOLE 0 20,032 0
COGNEX CORP COM 192422103 4,947 80,888 SH   SOLE 0 80,888 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 39,851 561,131 SH   SOLE 0 561,131 0
COLGATE PALMOLIVE CO COM 194162103 35,460 469,989 SH   SOLE 0 469,989 0
COMERICA INC COM 200340107 30,754 354,279 SH   SOLE 0 354,279 0
COMMERCEHUB INC COM SER C 20084V306 1,361 66,123 SH   SOLE 0 66,123 0
CONAGRA BRANDS INC COM 205887102 695 18,456 SH   SOLE 0 18,456 0
COOPER COS INC COM NEW 216648402 9,545 43,812 SH   SOLE 0 43,812 0
COPART INC COM 217204106 21,274 492,582 SH   SOLE 0 492,582 0
CORCEPT THERAPEUTICS INC COM 218352102 19,243 1,065,527 SH   SOLE 0 1,065,527 0
CORECIVIC INC COM 21871N101 3,318 147,480 SH   SOLE 0 147,480 0
CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 975 33,424 SH   SOLE 0 33,424 0
CSRA INC COM 12650T104 20 700 SH   SOLE 0 700 0
CULLEN FROST BANKERS INC COM 229899109 116 1,233 SH   SOLE 0 1,233 0
CUMMINS INC COM 231021106 208,783 1,181,972 SH   SOLE 0 1,181,972 0
CVS HEALTH CORP COM 126650100 211,243 2,913,702 SH   SOLE 0 2,913,702 0
DECKERS OUTDOOR CORP COM 243537107 8,008 99,794 SH   SOLE 0 99,794 0
DIGITAL RLTY TR INC COM 253868103 284 2,500 SH   SOLE 0 2,500 0
DOMINOS PIZZA INC COM 25754A201 148,073 783,625 SH   SOLE 0 783,625 0
EAGLE PHARMACEUTICALS INC COM 269796108 20,393 381,762 SH   SOLE 0 381,762 0
EAST WEST BANCORP INC COM 27579R104 22,808 374,958 SH   SOLE 0 374,958 0
EATON VANCE CORP COM NON VTG 278265103 7,058 125,166 SH   SOLE 0 125,166 0
EDGEWELL PERS CARE CO COM 28035Q102 9,574 161,220 SH   SOLE 0 161,220 0
EDISON INTL COM 281020107 135,552 2,143,455 SH   SOLE 0 2,143,455 0
EDWARDS LIFESCIENCES CORP COM 28176E108 66,895 593,518 SH   SOLE 0 593,518 0
ELECTRONIC ARTS INC COM 285512109 162,097 1,542,907 SH   SOLE 0 1,542,907 0
EMCOR GROUP INC COM 29084Q100 83 1,026 SH   SOLE 0 1,026 0
ENNIS INC COM 293389102 146 7,083 SH   SOLE 0 7,083 0
ENTERGY CORP NEW COM 29364G103 7,436 91,369 SH   SOLE 0 91,369 0
EPR PPTYS COM SH BEN INT 26884U109 4,410 67,381 SH   SOLE 0 67,381 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 108,935 1,708,255 SH   SOLE 0 1,708,255 0
ESSENT GROUP LTD COM G3198U102 28,659 660,047 SH   SOLE 0 660,047 0
ETHAN ALLEN INTERIORS INC COM 297602104 1,472 51,491 SH   SOLE 0 51,491 0
EVERCORE INC CLASS A 29977A105 64,488 716,540 SH   SOLE 0 716,540 0
EVERSOURCE ENERGY COM 30040W108 26,959 426,714 SH   SOLE 0 426,714 0
EXELIXIS INC COM 30161Q104 85,575 2,814,971 SH   SOLE 0 2,814,971 0
EXPEDITORS INTL WASH INC COM 302130109 103 1,604 SH   SOLE 0 1,604 0
EXXON MOBIL CORP COM 30231G102 227,711 2,722,523 SH   SOLE 0 2,722,523 0
F M C CORP COM NEW 302491303 30,031 317,258 SH   SOLE 0 317,258 0
F5 NETWORKS INC COM 315616102 136,850 1,042,908 SH   SOLE 0 1,042,908 0
FACEBOOK INC CL A 30303M102 95,327 540,223 SH   SOLE 0 540,223 0
FASTENAL CO COM 311900104 33,162 606,379 SH   SOLE 0 606,379 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 14,453 368,348 SH   SOLE 0 368,348 0
FIRSTENERGY CORP COM 337932107 32,460 1,060,105 SH   SOLE 0 1,060,105 0
FLOWSERVE CORP COM 34354P105 648 15,400 SH   SOLE 0 15,400 0
FORESTAR GROUP INC COM 346232101 111 5,073 SH   SOLE 0 5,073 0
FORTIVE CORP COM 34959J108 2,363 32,664 SH   SOLE 0 32,664 0
FOUR CORNERS PPTY TR INC COM 35086T109 9,582 372,844 SH   SOLE 0 372,844 0
FRANKLIN RES INC COM 354613101 567 13,100 SH   SOLE 0 13,100 0
GAMESTOP CORP NEW CL A 36467W109 1,066 59,393 SH   SOLE 0 59,393 0
GAP INC DEL COM 364760108 9,289 272,726 SH   SOLE 0 272,726 0
GENERAC HLDGS INC COM 368736104 3,850 77,758 SH   SOLE 0 77,758 0
GENERAL ELECTRIC CO COM 369604103 272 15,600 SH   SOLE 0 15,600 0
GENERAL MTRS CO COM 37045V100 266 6,500 SH   SOLE 0 6,500 0
GILEAD SCIENCES INC COM 375558103 1,204 16,819 SH   SOLE 0 16,819 0
GRACE W R & CO DEL NEW COM 38388F108 2,921 41,652 SH   SOLE 0 41,652 0
GRACO INC COM 384109104 50,240 1,111,026 SH   SOLE 0 1,111,026 0
GRAINGER W W INC COM 384802104 5,903 24,990 SH   SOLE 0 24,990 0
GROUPON INC COM 399473107 7,700 1,509,867 SH   SOLE 0 1,509,867 0
GUESS INC COM 401617105 157 9,324 SH   SOLE 0 9,324 0
GUIDEWIRE SOFTWARE INC COM 40171V100 7 100 SH   SOLE 0 100 0
HANOVER INS GROUP INC COM 410867105 45 417 SH   SOLE 0 417 0
HARTFORD FINL SVCS GROUP INC COM 416515104 21,107 375,040 SH   SOLE 0 375,040 0
HECLA MNG CO COM 422704106 9,465 2,384,211 SH   SOLE 0 2,384,211 0
HESS CORP COM 42809H107 754 15,900 SH   SOLE 0 15,900 0
HFF INC CL A 40418F108 8,420 173,116 SH   SOLE 0 173,116 0
HONEYWELL INTL INC COM 438516106 705 4,600 SH   SOLE 0 4,600 0
HORTONWORKS INC COM 440894103 385 19,146 SH   SOLE 0 19,146 0
HOST HOTELS & RESORTS INC COM 44107P104 40 2,058 SH   SOLE 0 2,058 0
HP INC COM 40434L105 2,656 126,433 SH   SOLE 0 126,433 0
HUMANA INC COM 444859102 57,609 232,231 SH   SOLE 0 232,231 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,191 5,055 SH   SOLE 0 5,055 0
HUNTSMAN CORP COM 447011107 2,717 81,623 SH   SOLE 0 81,623 0
IDEX CORP COM 45167R104 290 2,200 SH   SOLE 0 2,200 0
IDEXX LABS INC COM 45168D104 155,622 995,156 SH   SOLE 0 995,156 0
II VI INC COM 902104108 0 23,798 SH   SOLE 0 23,798 0
ILLINOIS TOOL WKS INC COM 452308109 212,268 1,272,210 SH   SOLE 0 1,272,210 0
ILLUMINA INC COM 452327109 9,810 44,901 SH   SOLE 0 44,901 0
INCYTE CORP COM 45337C102 52,318 552,406 SH   SOLE 0 552,406 0
INFRAREIT INC COM 45685L100 34 1,840 SH   SOLE 0 1,840 0
INNOVIVA INC COM 45781M101 2,548 179,600 SH   SOLE 0 179,600 0
INSPERITY INC COM 45778Q107 10,768 187,764 SH   SOLE 0 187,764 0
INSTRUCTURE INC COM 45781U103 90 2,749 SH   SOLE 0 2,749 0
INTEL CORP COM 458140100 4,153 89,975 SH   SOLE 0 89,975 0
INTERNATIONAL BUSINESS MACHS COM 459200101 6,313 41,149 SH   SOLE 0 41,149 0
INTL PAPER CO COM 460146103 402 6,953 SH   SOLE 0 6,953 0
INTUIT COM 461202103 197,880 1,254,153 SH   SOLE 0 1,254,153 0
INTUITIVE SURGICAL INC COM NEW 46120E602 161,361 442,160 SH   SOLE 0 442,160 0
INVESCO MORTGAGE CAPITAL INC COM 46131B100 11,873 665,915 SH   SOLE 0 665,915 0
IQVIA HLDGS INC COM 46266C105 675 6,900 SH   SOLE 0 6,900 0
IROBOT CORP COM 462726100 52,900 689,707 SH   SOLE 0 689,707 0
IRON MTN INC NEW COM 46284V101 698 18,500 SH   SOLE 0 18,500 0
ISHARES TR GLOBAL ENERG ETF 464287341 849 23,904 SH   SOLE 0 23,904 0
JOHNSON & JOHNSON COM 478160104 29,726 212,755 SH   SOLE 0 212,755 0
JONES LANG LASALLE INC COM 48020Q107 4,147 27,847 SH   SOLE 0 27,847 0
JPMORGAN CHASE & CO COM 46625H100 27,229 254,624 SH   SOLE 0 254,624 0
KELLOGG CO COM 487836108 319 4,700 SH   SOLE 0 4,700 0
KIMBALL INTL INC CL B 494274103 1,420 76,070 SH   SOLE 0 76,070 0
KIMBERLY CLARK CORP COM 494368103 784 6,498 SH   SOLE 0 6,498 0
KINDER MORGAN INC DEL COM 49456B101 4,387 242,815 SH   SOLE 0 242,815 0
KLA-TENCOR CORP COM 482480100 28,338 269,711 SH   SOLE 0 269,711 0
KOHLS CORP COM 500255104 4,866 89,740 SH   SOLE 0 89,740 0
KROGER CO COM 501044101 6,764 246,441 SH   SOLE 0 246,441 0
LAM RESEARCH CORP COM 512807108 194,314 1,055,653 SH   SOLE 0 1,055,653 0
LANDSTAR SYS INC COM 515098101 25,708 246,964 SH   SOLE 0 246,964 0
LANTHEUS HLDGS INC COM 516544103 23 1,141 SH   SOLE 0 1,141 0
LASALLE HOTEL PPTYS COM SH BEN INT 517942108 349 12,452 SH   SOLE 0 12,452 0
LAUDER ESTEE COS INC CL A 518439104 69,462 545,919 SH   SOLE 0 545,919 0
LEGG MASON INC COM 524901105 45 1,090 SH   SOLE 0 1,090 0
LEGGETT & PLATT INC COM 524660107 781 16,383 SH   SOLE 0 16,383 0
LENNOX INTL INC COM 526107107 43,065 206,786 SH   SOLE 0 206,786 0
LINCOLN ELEC HLDGS INC COM 533900106 27,554 300,877 SH   SOLE 0 300,877 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 246 7,300 SH   SOLE 0 7,300 0
LOUISIANA PAC CORP COM 546347105 1,276 48,617 SH   SOLE 0 48,617 0
MANHATTAN ASSOCS INC COM 562750109 946 19,106 SH   SOLE 0 19,106 0
MARCUS & MILLICHAP INC COM 566324109 4,962 152,171 SH   SOLE 0 152,171 0
MARRIOTT INTL INC NEW CL A 571903202 7,728 56,938 SH   SOLE 0 56,938 0
MARSH & MCLENNAN COS INC COM 571748102 12,603 154,855 SH   SOLE 0 154,855 0
MASIMO CORP COM 574795100 74,708 881,000 SH   SOLE 0 881,000 0
MASTERCARD INCORPORATED CL A 57636Q104 85,809 566,923 SH   SOLE 0 566,923 0
MCDONALDS CORP COM 580135101 7,844 45,575 SH   SOLE 0 45,575 0
MDU RES GROUP INC COM 552690109 2,020 75,150 SH   SOLE 0 75,150 0
MEDIFAST INC COM 58470H101 7,600 108,869 SH   SOLE 0 108,869 0
MERCK & CO INC COM 58933Y105 8,064 143,322 SH   SOLE 0 143,322 0
MERCURY GENL CORP NEW COM 589400100 3,105 58,108 SH   SOLE 0 58,108 0
MERITOR INC COM 59001K100 23,238 990,543 SH   SOLE 0 990,543 0
METLIFE INC COM 59156R108 4,998 98,863 SH   SOLE 0 98,863 0
METTLER TOLEDO INTERNATIONAL COM 592688105 58,129 93,830 SH   SOLE 0 93,830 0
MFA FINL INC COM 55272X102 603 76,256 SH   SOLE 0 76,256 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 1,041 35,735 SH   SOLE 0 35,735 0
MICHAELS COS INC COM 59408Q106 56,033 2,316,399 SH   SOLE 0 2,316,399 0
MICROSOFT CORP COM 594918104 82,282 961,924 SH   SOLE 0 961,924 0
MILLER HERMAN INC COM 600544100 9,941 248,236 SH   SOLE 0 248,236 0
MIMEDX GROUP INC COM 602496101 671 53,233 SH   SOLE 0 53,233 0
MOELIS & CO CL A 60786M105 1,623 33,484 SH   SOLE 0 33,484 0
MONSANTO CO NEW COM 61166W101 9,779 83,740 SH   SOLE 0 83,740 0
MSC INDL DIRECT INC CL A 553530106 3,622 37,473 SH   SOLE 0 37,473 0
MSCI INC COM 55354G100 4,858 38,396 SH   SOLE 0 38,396 0
MSG NETWORK INC CL A 553573106 20,438 1,009,314 SH   SOLE 0 1,009,314 0
MTGE INVT CORP COM 55378A105 831 44,971 SH   SOLE 0 44,971 0
MURPHY OIL CORP COM 626717102 322 10,400 SH   SOLE 0 10,400 0
NATIONAL BEVERAGE CORP COM 635017106 38,760 397,786 SH   SOLE 0 397,786 0
NATIONAL HEALTH INVS INC COM 63633D104 1,127 14,956 SH   SOLE 0 14,956 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 1,109 3,352 SH   SOLE 0 3,352 0
NAVIENT CORPORATION COM 63938C108 909 68,316 SH   SOLE 0 68,316 0
NEWMARKET CORP COM 651587107 20,085 50,543 SH   SOLE 0 50,543 0
NEWMONT MINING CORP COM 651639106 9,417 251,000 SH   SOLE 0 251,000 0
NIKE INC CL B 654106103 7,402 118,340 SH   SOLE 0 118,340 0
NISOURCE INC COM 65473P105 8,254 321,579 SH   SOLE 0 321,579 0
NORTHROP GRUMMAN CORP COM 666807102 6,704 21,844 SH   SOLE 0 21,844 0
NU SKIN ENTERPRISES INC CL A 67018T105 56,038 821,316 SH   SOLE 0 821,316 0
NUTRI SYS INC NEW COM 67069D108 19,143 363,948 SH   SOLE 0 363,948 0
NVIDIA CORP COM 67066G104 199,046 1,028,663 SH   SOLE 0 1,028,663 0
NVR INC COM 62944T105 129,295 36,855 SH   SOLE 0 36,855 0
OCCIDENTAL PETE CORP DEL COM 674599105 250 3,400 SH   SOLE 0 3,400 0
OGE ENERGY CORP COM 670837103 3,679 111,805 SH   SOLE 0 111,805 0
OLD REP INTL CORP COM 680223104 546 25,575 SH   SOLE 0 25,575 0
OLIN CORP COM PAR $1 680665205 3 100 SH   SOLE 0 100 0
OMNICOM GROUP INC COM 681919106 699 9,600 SH   SOLE 0 9,600 0
ONEOK INC NEW COM 682680103 339 6,344 SH   SOLE 0 6,344 0
ORACLE CORP COM 68389X105 4,914 103,943 SH   SOLE 0 103,943 0
ORTHOFIX INTL N V COM N6748L102 107 1,963 SH   SOLE 0 1,963 0
OSHKOSH CORP COM 688239201 17,172 188,938 SH   SOLE 0 188,938 0
OTTER TAIL CORP COM 689648103 356 8,011 SH   SOLE 0 8,011 0
OWENS & MINOR INC NEW COM 690732102 719 38,131 SH   SOLE 0 38,131 0
PACCAR INC COM 693718108 2 29 SH   SOLE 0 29 0
PACWEST BANCORP DEL COM 695263103 830 16,469 SH   SOLE 0 16,469 0
PALO ALTO NETWORKS INC COM 697435105 45,074 310,986 SH   SOLE 0 310,986 0
PAR PACIFIC HOLDINGS INC COM NEW 69888T207 422 21,891 SH   SOLE 0 21,891 0
PEBBLEBROOK HOTEL TR COM 70509V100 3,280 88,259 SH   SOLE 0 88,259 0
PEGASYSTEMS INC COM 705573103 99 2,112 SH   SOLE 0 2,112 0
PEPSICO INC COM 713448108 10,279 85,717 SH   SOLE 0 85,717 0
PETMED EXPRESS INC COM 716382106 12,699 279,108 SH   SOLE 0 279,108 0
PFIZER INC COM 717081103 10,111 279,176 SH   SOLE 0 279,176 0
PG&E CORP COM 69331C108 108,294 2,415,662 SH   SOLE 0 2,415,662 0
PHILIP MORRIS INTL INC COM 718172109 50,776 480,609 SH   SOLE 0 480,609 0
PHILLIPS 66 COM 718546104 465 4,600 SH   SOLE 0 4,600 0
PILGRIMS PRIDE CORP NEW COM 72147K108 1,181 38,051 SH   SOLE 0 38,051 0
PJT PARTNERS INC COM CL A 69343T107 2,997 65,734 SH   SOLE 0 65,734 0
PNC FINL SVCS GROUP INC COM 693475105 2,704 18,742 SH   SOLE 0 18,742 0
POST HLDGS INC COM 737446104 118 1,500 SH   SOLE 0 1,500 0
PPL CORP COM 69351T106 14,636 472,892 SH   SOLE 0 472,892 0
PRAXAIR INC COM 74005P104 6,340 40,988 SH   SOLE 0 40,988 0
PRICE T ROWE GROUP INC COM 74144T108 15,937 151,890 SH   SOLE 0 151,890 0
PRINCIPAL FINL GROUP INC COM 74251V102 113,778 1,612,510 SH   SOLE 0 1,612,510 0
PROCTER AND GAMBLE CO COM 742718109 1,438 15,658 SH   SOLE 0 15,658 0
PROGRESS SOFTWARE CORP COM 743312100 95 2,247 SH   SOLE 0 2,247 0
PVH CORP COM 693656100 987 7,200 SH   SOLE 0 7,200 0
RALPH LAUREN CORP CL A 751212101 2,427 23,410 SH   SOLE 0 23,410 0
REALOGY HLDGS CORP COM 75605Y106 63,941 2,412,869 SH   SOLE 0 2,412,869 0
RED HAT INC COM 756577102 96,870 806,581 SH   SOLE 0 806,581 0
REDWOOD TR INC COM 758075402 1,894 127,809 SH   SOLE 0 127,809 0
REGENERON PHARMACEUTICALS COM 75886F107 93,627 249,035 SH   SOLE 0 249,035 0
REGIONS FINL CORP NEW COM 7591EP100 53,061 3,070,701 SH   SOLE 0 3,070,701 0
REX AMERICAN RESOURCES CORP COM 761624105 1,808 21,848 SH   SOLE 0 21,848 0
RMR GROUP INC CL A 74967R106 1,849 31,185 SH   SOLE 0 31,185 0
ROBERT HALF INTL INC COM 770323103 16,551 298,010 SH   SOLE 0 298,010 0
ROCKWELL AUTOMATION INC COM 773903109 3,597 18,321 SH   SOLE 0 18,321 0
ROLLINS INC COM 775711104 721 15,500 SH   SOLE 0 15,500 0
ROSS STORES INC COM 778296103 226,856 2,826,871 SH   SOLE 0 2,826,871 0
ROYAL GOLD INC COM 780287108 96 1,177 SH   SOLE 0 1,177 0
RUDOLPH TECHNOLOGIES INC COM 781270103 3,308 138,450 SH   SOLE 0 138,450 0
S&P GLOBAL INC COM 78409V104 5,255 31,024 SH   SOLE 0 31,024 0
SANDRIDGE ENERGY INC COM NEW 80007P869 273 12,980 SH   SOLE 0 12,980 0
SEI INVESTMENTS CO COM 784117103 7,745 107,788 SH   SOLE 0 107,788 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 2,810 38,419 SH   SOLE 0 38,419 0
SHUTTERFLY INC COM 82568P304 1,969 39,597 SH   SOLE 0 39,597 0
SIGNET JEWELERS LIMITED SHS G81276100 2,566 45,391 SH   SOLE 0 45,391 0
SIMON PPTY GROUP INC NEW COM 828806109 1,047 6,100 SH   SOLE 0 6,100 0
SIMPSON MANUFACTURING CO INC COM 829073105 44 783 SH   SOLE 0 783 0
SIRIUS XM HLDGS INC COM 82968B103 6,375 1,189,467 SH   SOLE 0 1,189,467 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,394 35,967 SH   SOLE 0 35,967 0
SJW GROUP COM 784305104 174 2,734 SH   SOLE 0 2,734 0
SKYWORKS SOLUTIONS INC COM 83088M102 183,916 1,936,981 SH   SOLE 0 1,936,981 0
SLEEP NUMBER CORP COM 83125X103 20,931 556,844 SH   SOLE 0 556,844 0
SOUTHWEST AIRLS CO COM 844741108 11,246 171,838 SH   SOLE 0 171,838 0
SPROUTS FMRS MKT INC COM 85208M102 84,183 3,457,233 SH   SOLE 0 3,457,233 0
SQUARE INC CL A 852234103 637 18,400 SH   SOLE 0 18,400 0
STAMPS COM INC COM NEW 852857200 10,349 55,048 SH   SOLE 0 55,048 0
STANLEY BLACK & DECKER INC COM 854502101 3,024 17,825 SH   SOLE 0 17,825 0
STATE STR CORP COM 857477103 167,683 1,717,897 SH   SOLE 0 1,717,897 0
STRYKER CORP COM 863667101 7,657 49,455 SH   SOLE 0 49,455 0
SYNCHRONY FINL COM 87165B103 46 1,200 SH   SOLE 0 1,200 0
T MOBILE US INC COM 872590104 37,510 590,619 SH   SOLE 0 590,619 0
TABLEAU SOFTWARE INC CL A 87336U105 18 266 SH   SOLE 0 266 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,862 26,071 SH   SOLE 0 26,071 0
TARGET CORP COM 87612E106 931 14,280 SH   SOLE 0 14,280 0
TELEPHONE & DATA SYS INC COM NEW 879433829 80 2,903 SH   SOLE 0 2,903 0
TEREX CORP NEW COM 880779103 429 8,898 SH   SOLE 0 8,898 0
TEXAS INSTRS INC COM 882508104 17,159 164,297 SH   SOLE 0 164,297 0
TIFFANY & CO NEW COM 886547108 31 300 SH   SOLE 0 300 0
TJX COS INC NEW COM 872540109 734 9,600 SH   SOLE 0 9,600 0
TOLL BROTHERS INC COM 889478103 590 12,300 SH   SOLE 0 12,300 0
TORO CO COM 891092108 48,891 749,532 SH   SOLE 0 749,532 0
TRAVELERS COMPANIES INC COM 89417E109 71,359 526,096 SH   SOLE 0 526,096 0
TREX CO INC COM 89531P105 27,311 251,973 SH   SOLE 0 251,973 0
TUPPERWARE BRANDS CORP COM 899896104 5,290 84,374 SH   SOLE 0 84,374 0
TWENTY FIRST CENTY FOX INC CL B 90130A200 1,329 38,976 SH   SOLE 0 38,976 0
TWO HBRS INVT CORP COM NEW 90187B408 2,916 179,372 SH   SOLE 0 179,372 0
ULTA BEAUTY INC COM 90384S303 98,604 440,869 SH   SOLE 0 440,869 0
UNDER ARMOUR INC CL A 904311107 470 32,600 SH   SOLE 0 32,600 0
UNION PAC CORP COM 907818108 5,836 43,527 SH   SOLE 0 43,527 0
UNITED FIRE GROUP INC COM 910340108 30 667 SH   SOLE 0 667 0
UNITED NAT FOODS INC COM 911163103 112 2,289 SH   SOLE 0 2,289 0
UNITED RENTALS INC COM 911363109 7,834 45,575 SH   SOLE 0 45,575 0
UNITED STATES STL CORP NEW COM 912909108 453 12,900 SH   SOLE 0 12,900 0
UNITED TECHNOLOGIES CORP COM 913017109 9,727 76,252 SH   SOLE 0 76,252 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 138,760 937,889 SH   SOLE 0 937,889 0
UNIVERSAL INS HLDGS INC COM 91359V107 1,498 54,804 SH   SOLE 0 54,804 0
UNUM GROUP COM 91529Y106 647 11,800 SH   SOLE 0 11,800 0
US FOODS HLDG CORP COM 912008109 2,876 90,087 SH   SOLE 0 90,087 0
USANA HEALTH SCIENCES INC COM 90328M107 17,328 234,014 SH   SOLE 0 234,014 0
V F CORP COM 918204108 14,708 198,766 SH   SOLE 0 198,766 0
VAIL RESORTS INC COM 91879Q109 679 3,200 SH   SOLE 0 3,200 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 739 35,500 SH   SOLE 0 35,500 0
VALERO ENERGY CORP NEW COM 91913Y100 5,446 59,263 SH   SOLE 0 59,263 0
VARIAN MED SYS INC COM 92220P105 30,981 278,740 SH   SOLE 0 278,740 0
VECTREN CORP COM 92240G101 71 1,100 SH   SOLE 0 1,100 0
VEECO INSTRS INC DEL COM 922417100 0 417,595 SH   SOLE 0 417,595 0
VERIZON COMMUNICATIONS INC COM 92343V104 13,144 248,330 SH   SOLE 0 248,330 0
VERTEX PHARMACEUTICALS INC COM 92532F100 214,019 1,428,127 SH   SOLE 0 1,428,127 0
VISA INC COM CL A 92826C839 7,095 62,228 SH   SOLE 0 62,228 0
VISTEON CORP COM NEW 92839U206 39,361 314,541 SH   SOLE 0 314,541 0
VMWARE INC CL A COM 928563402 215,901 1,722,804 SH   SOLE 0 1,722,804 0
WABASH NATL CORP COM 929566107 7,093 326,895 SH   SOLE 0 326,895 0
WABCO HLDGS INC COM 92927K102 42,961 299,382 SH   SOLE 0 299,382 0
WADDELL & REED FINL INC CL A 930059100 1,120 50,156 SH   SOLE 0 50,156 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 10,910 150,235 SH   SOLE 0 150,235 0
WAL-MART STORES INC COM 931142103 138,095 1,398,434 SH   SOLE 0 1,398,434 0
WELLCARE HEALTH PLANS INC COM 94946T106 27,862 138,543 SH   SOLE 0 138,543 0
WELLS FARGO CO NEW COM 949746101 3,503 57,755 SH   SOLE 0 57,755 0
WHITE MTNS INS GROUP LTD COM G9618E107 5,607 6,587 SH   SOLE 0 6,587 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 558 30,326 SH   SOLE 0 30,326 0
WINMARK CORP COM 974250102 112 866 SH   SOLE 0 866 0
WORKDAY INC CL A 98138H101 295 2,900 SH   SOLE 0 2,900 0
WORKIVA INC COM CL A 98139A105 109 5,131 SH   SOLE 0 5,131 0
WPX ENERGY INC COM 98212B103 794 56,500 SH   SOLE 0 56,500 0
XCEL ENERGY INC COM 98389B100 44,901 933,315 SH   SOLE 0 933,315 0
XENIA HOTELS & RESORTS INC COM 984017103 612 28,347 SH   SOLE 0 28,347 0
XILINX INC COM 983919101 116 1,727 SH   SOLE 0 1,727 0
XPO LOGISTICS INC COM 983793100 329 3,600 SH   SOLE 0 3,600 0