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 15,672 66,586 SH   SOLE 1 66,586 0 0
ABBOTT LABORATORIES COM 002824100 13,816 242,099 SH   SOLE 1 242,099 0 0
ABIOMED INC COM 003654100 29,531 157,576 SH   SOLE 1 157,576 0 0
ACCELERON PHARMA INC COM 00434H108 40,014 942,844 SH   SOLE 1 942,844 0 0
ACUITY BRANDS INC COM 00508Y102 68,182 387,397 SH   SOLE 1 387,397 0 0
ADVANCED MICRO DEVICES COM 007903107 26,894 2,616,141 SH   SOLE 1 2,616,141 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 4,756 71,021 SH   SOLE 1 71,021 0 0
AIMMUNE THERAPEUTICS INC COM 00900T107 58,838 1,555,734 SH   SOLE 1 1,555,734 0 0
AKEBIA THERAPEUTICS INC COM 00972D105 30,644 2,060,804 SH   SOLE 1 2,060,804 0 0
ALDER BIOPHARMACEUTICALS INC COM 014339105 14,676 1,281,760 SH   SOLE 1 1,281,760 0 0
ALIGN TECHNOLOGY INC COM 016255101 62,895 283,068 SH   SOLE 1 283,068 0 0
ALLEGION PLC COM G0176J109 19,734 248,058 SH   SOLE 1 248,058 0 0
ALTRIA GROUP INC COM 02209S103 16,855 236,030 SH   SOLE 1 236,030 0 0
AMDOCS LTD COM G02602103 2,445 37,343 SH   SOLE 1 37,343 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 54,782 323,257 SH   SOLE 1 323,257 0 0
AMERISAFE INC COM 03071H100 459 7,457 SH   SOLE 1 7,457 0 0
AMETEK INC COM 031100100 7,717 106,479 SH   SOLE 1 106,479 0 0
AMICUS THERAPEUTICS INC COM 03152W109 26,756 1,859,320 SH   SOLE 1 1,859,320 0 0
AMPHENOL CORP-CL A COM 032095101 32,058 365,129 SH   SOLE 1 365,129 0 0
ANALOG DEVICES INC COM 032654105 2,287 25,691 SH   SOLE 1 25,691 0 0
ANSYS INC COM 03662Q105 2,279 15,445 SH   SOLE 1 15,445 0 0
APPLE INC COM 037833100 23,869 141,044 SH   SOLE 1 141,044 0 0
APTARGROUP INC COM 038336103 501 5,805 SH   SOLE 1 5,805 0 0
APTIV PLC COM G6095L109 3,389 39,945 SH   SOLE 1 39,945 0 0
ARCH CAPITAL GROUP LTD COM G0450A105 5,374 59,208 SH   SOLE 1 59,208 0 0
ARTHUR J GALLAGHER & CO COM 363576109 7,778 122,926 SH   SOLE 1 122,926 0 0
AT&T INC COM 00206R102 20,122 517,542 SH   SOLE 1 517,542 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 23,284 1,286,445 SH   SOLE 1 1,286,445 0 0
AUTODESK INC COM 052769106 28,310 270,054 SH   SOLE 1 270,054 0 0
AVEXIS INC COM 05366U100 24,033 217,163 SH   SOLE 1 217,163 0 0
BALCHEM CORP COM 057665200 588 7,296 SH   SOLE 1 7,296 0 0
BALL CORP COM 058498106 23,561 622,495 SH   SOLE 1 622,495 0 0
BERRY GLOBAL GROUP INC COM 08579W103 4,939 84,184 SH   SOLE 1 84,184 0 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 18,627 690,417 SH   SOLE 1 690,417 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 22,892 256,719 SH   SOLE 1 256,719 0 0
BIO-RAD LABORATORIES-A COM 090572207 582 2,442 SH   SOLE 1 2,442 0 0
BIO-TECHNE CORP COM 09073M104 437 3,530 SH   SOLE 1 3,530 0 0
BLUEBIRD BIO INC COM 09609G100 27,213 152,795 SH   SOLE 1 152,795 0 0
BOSTON PROPERTIES INC COM 101121101 2,065 15,882 SH   SOLE 1 15,882 0 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 47,584 506,214 SH   SOLE 1 506,214 0 0
BRINK'S CO/THE COM 109696104 27,151 345,004 SH   SOLE 1 345,004 0 0
BRUNSWICK CORP COM 117043109 20,660 374,137 SH   SOLE 1 374,137 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 72,560 3,329,957 SH   SOLE 1 3,329,957 0 0
BURLINGTON STORES INC COM 122017106 122,030 994,311 SH   SOLE 1 994,311 0 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 25,483 286,039 SH   SOLE 1 286,039 0 0
CAMDEN PROPERTY TRUST COM 133131102 8,929 102,111 SH   SOLE 1 102,111 0 0
CAMPING WORLD HOLDINGS INC-A COM 13462K109 41,840 935,381 SH   SOLE 1 935,381 0 0
CARNIVAL CORP COM 143658300 22,208 334,608 SH   SOLE 1 334,608 0 0
CASEY'S GENERAL STORES INC COM 147528103 48,505 433,313 SH   SOLE 1 433,313 0 0
CATALENT INC COM 148806102 27,561 670,882 SH   SOLE 1 670,882 0 0
CAVIUM INC COM 14964U108 36,031 429,811 SH   SOLE 1 429,811 0 0
CENTENE CORP COM 15135B101 30,260 299,961 SH   SOLE 1 299,961 0 0
CENTRAL PACIFIC FINANCIAL CO COM 154760409 508 17,050 SH   SOLE 1 17,050 0 0
CHARLES RIVER LABORATORIES COM 159864107 27,389 250,242 SH   SOLE 1 250,242 0 0
CHART INDUSTRIES INC COM 16115Q308 52,412 1,118,489 SH   SOLE 1 1,118,489 0 0
CHEMICAL FINANCIAL CORP COM 163731102 2,820 52,731 SH   SOLE 1 52,731 0 0
CHEVRON CORP COM 166764100 19,245 153,728 SH   SOLE 1 153,728 0 0
CHURCH & DWIGHT CO INC COM 171340102 3,666 73,078 SH   SOLE 1 73,078 0 0
CIGNA CORP COM 125509109 28,289 139,294 SH   SOLE 1 139,294 0 0
CIMAREX ENERGY CO COM 171798101 3,855 31,594 SH   SOLE 1 31,594 0 0
CISCO SYSTEMS INC COM 17275R102 18,356 479,266 SH   SOLE 1 479,266 0 0
COCA-COLA CO/THE COM 191216100 19,247 419,503 SH   SOLE 1 419,503 0 0
COGNEX CORP COM 192422103 117,444 1,989,488 SH   SOLE 1 1,989,488 0 0
COHERENT INC COM 192479103 213,124 755,170 SH   SOLE 1 755,170 0 0
COLUMBIA BANKING SYSTEM INC COM 197236102 697 16,045 SH   SOLE 1 16,045 0 0
CONCHO RESOURCES INC COM 20605P101 5,209 34,682 SH   SOLE 1 34,682 0 0
CONSTELLATION BRANDS INC-A COM 21036P108 42,199 184,623 SH   SOLE 1 184,623 0 0
COOPER COS INC/THE COM 216648402 3,307 15,180 SH   SOLE 1 15,180 0 0
CORE LABORATORIES N.V. COM N22717107 3,330 30,397 SH   SOLE 1 30,397 0 0
CORESITE REALTY CORP COM 21870Q105 740 6,501 SH   SOLE 1 6,501 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 52,352 1,481,811 SH   SOLE 1 1,481,811 0 0
COTIVITI HOLDINGS INC COM 22164K101 43,510 1,350,818 SH   SOLE 1 1,350,818 0 0
CROWN CASTLE INTL CORP COM 22822V101 45,218 431,751 SH   SOLE 1 431,751 0 0
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 33,953 615,426 SH   SOLE 1 615,426 0 0
DELTA AIR LINES INC COM 247361702 22,093 394,527 SH   SOLE 1 394,527 0 0
DENTSPLY SIRONA INC COM 24906P109 4,717 71,649 SH   SOLE 1 71,649 0 0
DIAMONDBACK ENERGY INC COM 25278X109 72,286 572,564 SH   SOLE 1 572,564 0 0
DISCOVER FINANCIAL SERVICES COM 254709108 6,226 80,939 SH   SOLE 1 80,939 0 0
DOLBY LABORATORIES INC-CL A COM 25659T107 602 9,711 SH   SOLE 1 9,711 0 0
DOLLAR TREE INC COM 256746108 29,796 277,666 SH   SOLE 1 277,666 0 0
DOWDUPONT INC COM 26078J100 15,323 215,154 SH   SOLE 1 215,154 0 0
DUKE REALTY CORP COM 264411505 1,937 71,192 SH   SOLE 1 71,192 0 0
DXC TECHNOLOGY CO COM 23355L106 25,014 263,593 SH   SOLE 1 263,593 0 0
DYAX CORP CVR COM 267CVR991 243 303,243 SH   SOLE 1 303,243 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 37,300 330,944 SH   SOLE 1 330,944 0 0
ELECTRONIC ARTS INC COM 285512109 46,170 439,466 SH   SOLE 1 439,466 0 0
ELLIE MAE INC COM 28849P100 32,241 360,646 SH   SOLE 1 360,646 0 0
ENCOMPASS HEALTH CORP COM 29261A100 37,984 768,748 SH   SOLE 1 768,748 0 0
ENSTAR GROUP LTD COM G3075P101 49,098 244,572 SH   SOLE 1 244,572 0 0
ENTEGRIS INC COM 29362U104 51,256 1,683,299 SH   SOLE 1 1,683,299 0 0
EQUINIX INC COM 29444U700 2,400 5,297 SH   SOLE 1 5,297 0 0
EVERCORE INC - A COM 29977A105 608 6,766 SH   SOLE 1 6,766 0 0
EVERI HOLDINGS INC COM 30034T103 24,715 3,277,899 SH   SOLE 1 3,277,899 0 0
EVOLENT HEALTH INC - A COM 30050B101 11,630 945,560 SH   SOLE 1 945,560 0 0
EXACT SCIENCES CORP COM 30063P105 66,280 1,261,516 SH   SOLE 1 1,261,516 0 0
FASTENAL CO COM 311900104 2,572 47,041 SH   SOLE 1 47,041 0 0
FIBROGEN INC COM 31572Q808 282,486 600,966 SH   SOLE 1 600,966 0 0
FIRST HAWAIIAN INC COM 32051X108 6,563 149,230 SH   SOLE 1 149,230 0 0
FISERV INC COM 337738108 6,538 49,859 SH   SOLE 1 49,859 0 0
FLIR SYSTEMS INC COM 302445101 28,806 617,892 SH   SOLE 1 617,892 0 0
FLOOR & DECOR HOLDINGS INC-A COM 339750101 23,782 488,529 SH   SOLE 1 488,529 0 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 25,593 373,950 SH   SOLE 1 373,950 0 0
GARTNER INC COM 366651107 2,278 18,496 SH   SOLE 1 18,496 0 0
GENESCO INC COM 371532102 42,811 1,317,268 SH   SOLE 1 1,317,268 0 0
GENESEE & WYOMING INC-CL A COM 371559105 2,934 37,267 SH   SOLE 1 37,267 0 0
GEO GROUP INC/THE COM 36162J106 27,629 1,170,714 SH   SOLE 1 1,170,714 0 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 6,279 484,147 SH   SOLE 1 484,147 0 0
GRACO INC COM 384109104 42,839 947,349 SH   SOLE 1 947,349 0 0
GRAPHIC PACKAGING HOLDING CO COM 388689101 604 39,108 SH   SOLE 1 39,108 0 0
GREAT PLAINS ENERGY INC COM 391164100 13,320 410,372 SH   SOLE 1 410,372 0 0
GREEN DOT CORP-CLASS A COM 39304D102 57,764 958,585 SH   SOLE 1 958,585 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 57,253 770,979 SH   SOLE 1 770,979 0 0
HAIN CELESTIAL GROUP INC COM 405217100 24,761 584,130 SH   SOLE 1 584,130 0 0
HARRIS CORP COM 413875105 21,020 148,752 SH   SOLE 1 148,752 0 0
HEALTHCARE SERVICES GROUP COM 421906108 478 9,079 SH   SOLE 1 9,079 0 0
HEALTHEQUITY INC COM 42226A107 34,100 730,811 SH   SOLE 1 730,811 0 0
HEICO CORP COM 422806109 925 9,987 SH   SOLE 1 9,987 0 0
HELEN OF TROY LTD COM G4388N106 534 5,548 SH   SOLE 1 5,548 0 0
HENRY SCHEIN INC COM 806407102 2,153 30,810 SH   SOLE 1 30,810 0 0
HEXCEL CORP COM 428291108 91,566 1,480,452 SH   SOLE 1 1,480,452 0 0
HOME DEPOT INC COM 437076102 22,423 118,307 SH   SOLE 1 118,307 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 23,647 154,193 SH   SOLE 1 154,193 0 0
HUDSON PACIFIC PROPERTIES IN COM 444097109 452 13,186 SH   SOLE 1 13,186 0 0
HUNT (JB) TRANSPRT SVCS INC COM 445658107 3,395 29,531 SH   SOLE 1 29,531 0 0
HUNTSMAN CORP COM 447011107 26,450 794,520 SH   SOLE 1 794,520 0 0
ICU MEDICAL INC COM 44930G107 451 2,090 SH   SOLE 1 2,090 0 0
IDEX CORP COM 45167R104 531 4,023 SH   SOLE 1 4,023 0 0
IDEXX LABORATORIES INC COM 45168D104 38,842 248,386 SH   SOLE 1 248,386 0 0
IGNYTA INC COM 451731103 41,780 1,564,814 SH   SOLE 1 1,564,814 0 0
IHS MARKIT LTD COM G47567105 30,321 671,569 SH   SOLE 1 671,569 0 0
ILG INC COM 44967H101 27,234 956,265 SH   SOLE 1 956,265 0 0
ILLUMINA INC COM 452327109 33,752 154,477 SH   SOLE 1 154,477 0 0
IMPERVA INC COM 45321L100 36,802 927,014 SH   SOLE 1 927,014 0 0
INCYTE CORP COM 45337C102 18,960 200,185 SH   SOLE 1 200,185 0 0
INFINERA CORP COM 45667G103 17,528 2,768,997 SH   SOLE 1 2,768,997 0 0
INGEVITY CORP COM 45688C107 533 7,565 SH   SOLE 1 7,565 0 0
INTEGRA LIFESCIENCES HOLDING COM 457985208 493 10,300 SH   SOLE 1 10,300 0 0
INTUITIVE SURGICAL INC COM 46120E602 27,001 73,987 SH   SOLE 1 73,987 0 0
IPG PHOTONICS CORP COM 44980X109 134,367 627,500 SH   SOLE 1 627,500 0 0
JACK HENRY & ASSOCIATES INC COM 426281101 397 3,398 SH   SOLE 1 3,398 0 0
JAMES RIVER GROUP HOLDINGS L COM G5005R107 505 12,640 SH   SOLE 1 12,640 0 0
JETBLUE AIRWAYS CORP COM 477143101 61,469 2,751,539 SH   SOLE 1 2,751,539 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 69,094 623,590 SH   SOLE 1 623,590 0 0
JOHNSON & JOHNSON COM 478160104 22,813 163,277 SH   SOLE 1 163,277 0 0
JPMORGAN CHASE & CO COM 46625H100 26,973 252,223 SH   SOLE 1 252,223 0 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 27,106 651,593 SH   SOLE 1 651,593 0 0
LABORATORY CRP OF AMER HLDGS COM 50540R409 6,124 38,395 SH   SOLE 1 38,395 0 0
LANDSTAR SYSTEM INC COM 515098101 60,792 583,979 SH   SOLE 1 583,979 0 0
LAZARD LTD-CL A COM G54050102 3,149 59,981 SH   SOLE 1 59,981 0 0
LENDINGTREE INC COM 52603B107 31,256 91,809 SH   SOLE 1 91,809 0 0
LENNAR CORP-A COM 526057104 53,102 839,692 SH   SOLE 1 839,692 0 0
LIBERTY INTERACTIVE CORP Q-A COM 53071M104 47,744 1,955,099 SH   SOLE 1 1,955,099 0 0
LIGAND PHARMACEUTICALS COM 53220K504 30,730 224,422 SH   SOLE 1 224,422 0 0
LINCOLN ELECTRIC HOLDINGS COM 533900106 538 5,877 SH   SOLE 1 5,877 0 0
LIONS GATE ENTERTAINMENT-B COM 535919500 25,548 774,614 SH   SOLE 1 774,614 0 0
LITTELFUSE INC COM 537008104 44,855 226,749 SH   SOLE 1 226,749 0 0
LKQ CORP COM 501889208 5,854 143,938 SH   SOLE 1 143,938 0 0
LOCKHEED MARTIN CORP COM 539830109 22,154 69,004 SH   SOLE 1 69,004 0 0
LUMENTUM HOLDINGS INC COM 55024U109 29,089 594,857 SH   SOLE 1 594,857 0 0
MANHATTAN ASSOCIATES INC COM 562750109 38,930 785,826 SH   SOLE 1 785,826 0 0
MARINEMAX INC COM 567908108 33,908 1,794,050 SH   SOLE 1 1,794,050 0 0
MARKETAXESS HOLDINGS INC COM 57060D108 27,119 134,420 SH   SOLE 1 134,420 0 0
MARTIN MARIETTA MATERIALS COM 573284106 97,745 442,207 SH   SOLE 1 442,207 0 0
MCDONALD'S CORP COM 580135101 13,995 81,079 SH   SOLE 1 81,079 0 0
MEDICINES COMPANY COM 584688105 15,278 558,810 SH   SOLE 1 558,810 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 35,164 554,903 SH   SOLE 1 554,903 0 0
MEDTRONIC PLC COM G5960L103 10,358 128,275 SH   SOLE 1 128,275 0 0
MERCK & CO. INC. COM 58933Y105 13,841 245,981 SH   SOLE 1 245,981 0 0
MERIT MEDICAL SYSTEMS INC COM 589889104 13,788 874,711 SH   SOLE 1 874,711 0 0
METTLER-TOLEDO INTERNATIONAL COM 592688105 22,303 36,000 SH   SOLE 1 36,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 37,539 1,124,256 SH   SOLE 1 1,124,256 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 41,809 475,756 SH   SOLE 1 475,756 0 0
MICRON TECHNOLOGY INC COM 595112103 36,676 891,936 SH   SOLE 1 891,936 0 0
MICROSEMI CORP COM 595137100 23,035 445,981 SH   SOLE 1 445,981 0 0
MICROSOFT CORP COM 594918104 27,892 326,064 SH   SOLE 1 326,064 0 0
MIDDLEBY CORP COM 596278101 4,037 29,917 SH   SOLE 1 29,917 0 0
MOHAWK INDUSTRIES INC COM 608190104 5,796 21,007 SH   SOLE 1 21,007 0 0
MONOLITHIC POWER SYSTEMS INC COM 609839105 544 4,842 SH   SOLE 1 4,842 0 0
MONSTER BEVERAGE CORP COM 61174X109 46,585 721,824 SH   SOLE 1 721,824 0 0
MOODY'S CORP COM 615369105 29,471 199,653 SH   SOLE 1 199,653 0 0
NASDAQ INC COM 631103108 2,793 36,347 SH   SOLE 1 36,347 0 0
NATIONAL VISION HOLDINGS INC COM 63845R107 9,419 231,944 SH   SOLE 1 231,944 0 0
NEKTAR THERAPEUTICS COM 640268108 43,024 720,425 SH   SOLE 1 720,425 0 0
NEWMARKET CORP COM 651587107 482 1,212 SH   SOLE 1 1,212 0 0
NICE LTD - SPON ADR COM 653656108 7,721 84,002 SH   SOLE 1 84,002 0 0
NOBLE ENERGY INC COM 655044105 3,545 121,660 SH   SOLE 1 121,660 0 0
NUTRISYSTEM INC COM 67069D108 96,114 1,827,262 SH   SOLE 1 1,827,262 0 0
NUVASIVE INC COM 670704105 43,226 739,039 SH   SOLE 1 739,039 0 0
NVIDIA CORP COM 67066G104 41,581 214,890 SH   SOLE 1 214,890 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 16,749 227,379 SH   SOLE 1 227,379 0 0
OLD DOMINION FREIGHT LINE COM 679580100 26,962 204,960 SH   SOLE 1 204,960 0 0
OLLIE'S BARGAIN OUTLET HOLDI COM 681116109 58,331 1,095,415 SH   SOLE 1 1,095,415 0 0
OMNICELL INC COM 68213N109 38,612 796,115 SH   SOLE 1 796,115 0 0
OMNICOM GROUP COM 681919106 2,296 31,530 SH   SOLE 1 31,530 0 0
PACWEST BANCORP COM 695263103 698 13,863 SH   SOLE 1 13,863 0 0
PATHEON NV COM N6865W105 14,465 421,338 SH   SOLE 1 421,338 0 0
PEGASYSTEMS INC COM 705573103 48,796 1,034,901 SH   SOLE 1 1,034,901 0 0
PENN NATIONAL GAMING INC COM 707569109 71,807 2,291,957 SH   SOLE 1 2,291,957 0 0
PENUMBRA INC COM 70975L107 33,998 361,292 SH   SOLE 1 361,292 0 0
PEPSICO INC COM 713448108 16,497 137,568 SH   SOLE 1 137,568 0 0
PFIZER INC COM 717081103 21,606 596,524 SH   SOLE 1 596,524 0 0
PINNACLE FOODS INC COM 72348P104 1,787 31,583 SH   SOLE 1 31,583 0 0
PLANET FITNESS INC - CL A COM 72703H101 81,176 2,344,082 SH   SOLE 1 2,344,082 0 0
PNC FINANCIAL SERVICES GROUP COM 693475105 25,459 176,441 SH   SOLE 1 176,441 0 0
POOL CORP COM 73278L105 93,632 722,187 SH   SOLE 1 722,187 0 0
POWER INTEGRATIONS INC COM 739276103 563 7,161 SH   SOLE 1 7,161 0 0
PRA GROUP INC COM 69354N106 346 10,415 SH   SOLE 1 10,415 0 0
PRA HEALTH SCIENCES INC COM 69354M108 80,506 884,003 SH   SOLE 1 884,003 0 0
PRESTIGE BRANDS HOLDINGS INC COM 74112D101 12,689 285,726 SH   SOLE 1 285,726 0 0
PRESTIGE BRANDS HOLDINGS INC COM 74112D101 391,474 8,815 SH   SOLE 1 8,815 0 0
PROASSURANCE CORP COM 74267C106 37,292 652,523 SH   SOLE 1 652,523 0 0
PROCTER & GAMBLE CO/THE COM 742718109 14,530 158,140 SH   SOLE 1 158,140 0 0
PROGENICS PHARMACEUTICALS COM 743187106 21,790 3,662,118 SH   SOLE 1 3,662,118 0 0
PROGRESSIVE CORP COM 743315103 49,903 886,058 SH   SOLE 1 886,058 0 0
PROLOGIS INC COM 74340W103 12,915 200,217 SH   SOLE 1 200,217 0 0
PROOFPOINT INC COM 743424103 56,177 632,558 SH   SOLE 1 632,558 0 0
PTC INC COM 69370C100 114,935 1,891,321 SH   SOLE 1 1,891,321 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 20,543 207,820 SH   SOLE 1 207,820 0 0
PVH CORP COM 693656100 2,789 20,325 SH   SOLE 1 20,325 0 0
QUAKER CHEMICAL CORP COM 747316107 103,056 683,441 SH   SOLE 1 683,441 0 0
QUALYS INC COM 74758T303 586 9,872 SH   SOLE 1 9,872 0 0
QUANTA SERVICES INC COM 74762E102 2,696 68,946 SH   SOLE 1 68,946 0 0
REALPAGE INC COM 75606N109 69,482 1,568,452 SH   SOLE 1 1,568,452 0 0
REGAL ENTERTAINMENT GROUP-A COM 758766109 22,229 966,060 SH   SOLE 1 966,060 0 0
REINSURANCE GROUP OF AMERICA COM 759351604 5,557 35,638 SH   SOLE 1 35,638 0 0
RELIANCE STEEL & ALUMINUM COM 759509102 4,043 47,127 SH   SOLE 1 47,127 0 0
REV GROUP INC COM 749527107 8,952 275,190 SH   SOLE 1 275,190 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 32,607 1,089,455 SH   SOLE 1 1,089,455 0 0
ROPER TECHNOLOGIES INC COM 776696106 5,463 21,093 SH   SOLE 1 21,093 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 54,540 440,480 SH   SOLE 1 440,480 0 0
RSP PERMIAN INC COM 74978Q105 127,821 3,142,102 SH   SOLE 1 715,588 0 0
SAGE THERAPEUTICS INC COM 78667J108 74,300 451,097 SH   SOLE 1 451,097 0 0
SAREPTA THERAPEUTICS INC COM 803607100 38,720 695,904 SH   SOLE 1 695,904 0 0
SBA COMMUNICATIONS CORP COM 78410G104 42,802 262,010 SH   SOLE 1 262,010 0 0
SCOTTS MIRACLE-GRO CO COM 810186106 27,573 257,711 SH   SOLE 1 257,711 0 0
SEAGATE TECHNOLOGY COM G7945M107 23,572 563,392 SH   SOLE 1 563,392 0 0
SEMPRA ENERGY COM 816851109 12,654 118,353 SH   SOLE 1 118,353 0 0
SEMTECH CORP COM 816850101 480 14,024 SH   SOLE 1 14,024 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 38,163 521,716 SH   SOLE 1 521,716 0 0
SERITAGE GROWTH PROP- A REIT COM 81752R100 41,778 1,032,564 SH   SOLE 1 1,032,564 0 0
SERVICENOW INC COM 81762P102 27,401 210,147 SH   SOLE 1 210,147 0 0
SHERWIN-WILLIAMS CO/THE COM 824348106 30,624 74,686 SH   SOLE 1 74,686 0 0
SIMON PROPERTY GROUP INC COM 828806109 5,571 32,440 SH   SOLE 1 32,440 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 53,443 9,970,625 SH   SOLE 1 9,970,625 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,080 21,911 SH   SOLE 1 21,911 0 0
SMITH (A.O.) CORP COM 831865209 25,208 411,357 SH   SOLE 1 411,357 0 0
SNAP-ON INC COM 833034101 5,166 29,641 SH   SOLE 1 29,641 0 0
SNYDERS-LANCE INC COM 833551104 59,993 1,197,950 SH   SOLE 1 1,197,950 0 0
SOUTH STATE CORP COM 840441109 927 10,634 SH   SOLE 1 10,634 0 0
SOUTHWEST AIRLINES CO COM 844741108 27,347 417,824 SH   SOLE 1 417,824 0 0
SPECTRUM BRANDS HOLDINGS INC COM 84763R101 3,575 31,807 SH   SOLE 1 31,807 0 0
SPLUNK INC COM 848637104 34,127 411,964 SH   SOLE 1 411,964 0 0
SQUARE INC - A COM 852234103 31,189 899,596 SH   SOLE 1 899,596 0 0
STERIS PLC COM G84720104 4,351 49,738 SH   SOLE 1 49,738 0 0
STEVEN MADDEN LTD COM 556269108 54,097 1,158,398 SH   SOLE 1 1,158,398 0 0
STIFEL FINANCIAL CORP COM 860630102 41,045 689,129 SH   SOLE 1 689,129 0 0
SYNOPSYS INC COM 871607107 26,785 314,229 SH   SOLE 1 314,229 0 0
SYNOVUS FINANCIAL CORP COM 87161C501 107,998 2,252,773 SH   SOLE 1 2,252,773 0 0
SYSCO CORP COM 871829107 13,736 226,182 SH   SOLE 1 226,182 0 0
TABLEAU SOFTWARE INC-CL A COM 87336U105 63,663 919,986 SH   SOLE 1 919,986 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 67,703 616,713 SH   SOLE 1 616,713 0 0
TELADOC INC COM 87918A105 57,973 1,663,489 SH   SOLE 1 1,663,489 0 0
TELEFLEX INC COM 879369106 3,009 12,093 SH   SOLE 1 12,093 0 0
TERADYNE INC COM 880770102 28,741 686,438 SH   SOLE 1 686,438 0 0
TERRENO REALTY CORP COM 88146M101 313 8,940 SH   SOLE 1 8,940 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 42,292 475,736 SH   SOLE 1 475,736 0 0
THERMON GROUP HOLDINGS INC COM 88362T103 36,096 1,524,958 SH   SOLE 1 1,524,958 0 0
TIVITY HEALTH INC COM 88870R102 28,150 770,179 SH   SOLE 1 770,179 0 0
TORO CO COM 891092108 447 6,864 SH   SOLE 1 6,864 0 0
TOTAL SA-SPON ADR COM 89151E109 16,815 304,174 SH   SOLE 1 304,174 0 0
TRANSUNION COM 89400J107 48,286 878,564 SH   SOLE 1 878,564 0 0
TREX COMPANY INC COM 89531P105 69,035 636,909 SH   SOLE 1 636,909 0 0
TYLER TECHNOLOGIES INC COM 902252105 57,036 322,146 SH   SOLE 1 322,146 0 0
ULTA BEAUTY INC COM 90384S303 1,786 7,986 SH   SOLE 1 7,986 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 137,283 516,167 SH   SOLE 1 516,167 0 0
UMB FINANCIAL CORP COM 902788108 49,685 690,838 SH   SOLE 1 690,838 0 0
UNION PACIFIC CORP COM 907818108 17,902 133,501 SH   SOLE 1 133,501 0 0
UNITED RENTALS INC COM 911363109 36,092 209,947 SH   SOLE 1 209,947 0 0
UNIVERSAL ELECTRONICS INC COM 913483103 71,002 1,502,697 SH   SOLE 1 1,502,697 0 0
VAIL RESORTS INC COM 91879Q109 24,302 114,379 SH   SOLE 1 114,379 0 0
VANTIV INC - CL A COM 92210H105 26,720 363,285 SH   SOLE 1 363,285 0 0
VEECO INSTRUMENTS INC COM 922417100 24,236 1,632,083 SH   SOLE 1 1,632,083 0 0
VERISK ANALYTICS INC COM 92345Y106 2,829 29,468 SH   SOLE 1 29,468 0 0
VISTEON CORP COM 92839U206 60,689 484,969 SH   SOLE 1 484,969 0 0
WABCO HOLDINGS INC COM 92927K102 87,143 607,269 SH   SOLE 1 607,269 0 0
WAGEWORKS INC COM 930427109 43,066 694,613 SH   SOLE 1 694,613 0 0
WASTE CONNECTIONS INC COM 94106B101 145,602 2,052,474 SH   SOLE 1 2,052,474 0 0
WATSCO INC COM 942622200 697 4,103 SH   SOLE 1 4,103 0 0
WELLS FARGO & CO COM 949746101 18,012 296,892 SH   SOLE 1 296,892 0 0
WEST PHARMACEUTICAL SERVICES COM 955306105 39,036 395,622 SH   SOLE 1 395,622 0 0
WESTERN ALLIANCE BANCORP COM 957638109 29,732 525,115 SH   SOLE 1 525,115 0 0
WILEY (JOHN) & SONS-CLASS A COM 968223206 659 10,018 SH   SOLE 1 10,018 0 0
WOODWARD INC COM 980745103 38,817 507,148 SH   SOLE 1 507,148 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 3,520 30,378 SH   SOLE 1 30,378 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 23,164 629,449 SH   SOLE 1 629,449 0 0
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ZOGENIX INC COM 98978L204 27,776 693,531 SH   SOLE 1 693,531 0 0