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 38 232 SH   SOLE   232 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 158 15,300 SH   SOLE   15,300 0 0
ATLASSIAN CORP PLC CL A G06242104 4,498 98,808 SH   SOLE   98,808 0 0
CREDICORP LTD COM G2519Y108 139 670 SH   SOLE   670 0 0
FERROGLOBE PLC SHS G33856108 7,340 453,094 SH   SOLE   453,094 0 0
ICON PLC SHS G4705A100 4,870 43,425 SH   SOLE   43,425 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 4,839 182,535 SH   SOLE   182,535 0 0
LIVANOVA PLC SHS G5509L101 8,304 103,900 SH   SOLE   103,900 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 12,924 601,968 SH   SOLE   601,968 0 0
MEDTRONIC PLC SHS G5960L103 39 480 SH   SOLE   480 0 0
APTIV PLC SHS G6095L109 14,499 170,913 SH   SOLE   170,913 0 0
NABORS INDUSTRIES LTD SHS G6359F103 153 22,400 SH   SOLE   22,400 0 0
NOVOCURE LTD ORD SHS G6674U108 8,557 423,633 SH   SOLE   423,633 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 343 21,880 SH   SOLE   21,880 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101 5,347 158,660 SH   SOLE   158,660 0 0
STERIS PLC SHS USD G84720104 5,412 61,875 SH   SOLE   61,875 0 0
TRITON INTL LTD CL A G9078F107 13,768 367,631 SH   SOLE   367,631 0 0
PERRIGO CO PLC SHS G97822103 33 380 SH   SOLE   380 0 0
TRANSOCEAN LTD REG SHS H8817H100 124 11,600 SH   SOLE   11,600 0 0
NOVA MEASURING INSTRUMENTS L COM M7516K103 623 24,030 SH   SOLE   24,030 0 0
RADWARE LTD ORD M81873107 6,709 345,830 SH   SOLE   345,830 0 0
FERRARI N V COM N3167Y103 133 1,265 SH   SOLE   1,265 0 0
INTERXION HOLDING N.V SHS N47279109 19,769 335,471 SH   SOLE   335,471 0 0
NXP SEMICONDUCTORS N V COM N6596X109 345 2,950 SH   SOLE   2,950 0 0
YANDEX N V SHS CLASS A N97284108 123 3,765 SH   SOLE   3,765 0 0
COPA HOLDINGS SA CL A P31076105 147 1,100 SH   SOLE   1,100 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 152 5,100 SH   SOLE   5,100 0 0
BROADCOM LTD SHS Y09827109 17,233 67,079 SH   SOLE   67,079 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 2,234 90,250 SH   SOLE   90,250 0 0
AAR CORP COM 000361105 7,235 184,137 SH   SOLE   184,137 0 0
ABIOMED INC COM 003654100 52,483 280,044 SH   SOLE   280,044 0 0
ACI WORLDWIDE INC COM 004498101 9,177 404,800 SH   SOLE   404,800 0 0
ACTIVISION BLIZZARD INC COM 00507V109 14,153 223,511 SH   SOLE   223,511 0 0
ADOBE SYS INC COM 00724F101 8,138 46,442 SH   SOLE   46,442 0 0
ADTALEM GLOBAL ED INC COM 00737L103 7,216 171,617 SH   SOLE   171,617 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,702 45,223 SH   SOLE   45,223 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 516 7,700 SH   SOLE   7,700 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,732 37,500 SH   SOLE   37,500 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 15,055 650,616 SH   SOLE   650,616 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 20,604 119,494 SH   SOLE   119,494 0 0
ALIGN TECHNOLOGY INC COM 016255101 19,817 89,190 SH   SOLE   89,190 0 0
ALPHABET INC CAP STK CL A 02079K305 53 50 SH   SOLE   50 0 0
ALPHABET INC CAP STK CL C 02079K107 25,207 24,089 SH   SOLE   24,089 0 0
ALTRA INDL MOTION CORP COM 02208R106 9,531 189,115 SH   SOLE   189,115 0 0
AMAZON COM INC COM 023135106 56,663 48,452 SH   SOLE   48,452 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 12,509 665,356 SH   SOLE   665,356 0 0
AMERICAN EXPRESS CO COM 025816109 266 2,675 SH   SOLE   2,675 0 0
ANDEAVOR COM 03349M105 3,436 30,050 SH   SOLE   30,050 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 6,038 130,718 SH   SOLE   130,718 0 0
ANSYS INC COM 03662Q105 2,046 13,860 SH   SOLE   13,860 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 1,702 58,614 SH   SOLE   58,614 0 0
APPLE INC COM 037833100 45,451 268,578 SH   SOLE   268,578 0 0
APPLIED MATLS INC COM 038222105 33,598 657,233 SH   SOLE   657,233 0 0
ARISTA NETWORKS INC COM 040413106 6,127 26,010 SH   SOLE   26,010 0 0
AUTOLIV INC COM 052800109 124 975 SH   SOLE   975 0 0
AXOGEN INC COM 05463X106 10,291 363,644 SH   SOLE   363,644 0 0
AZUL S A SPONSR ADR PFD 05501U106 153 6,400 SH   SOLE   6,400 0 0
BP PLC SPONSORED ADR 055622104 3,111 74,030 SH   SOLE   74,030 0 0
BMC STK HLDGS INC COM 05591B109 3,398 134,320 SH   SOLE   134,320 0 0
BWX TECHNOLOGIES INC COM 05605H100 14,713 243,225 SH   SOLE   243,225 0 0
BANCO DE CHILE SPONSORED ADR 059520106 135 1,396 SH   SOLE   1,396 0 0
BANCO MACRO SA SPON ADR B 05961W105 151 1,300 SH   SOLE   1,300 0 0
BANK AMER CORP COM 060505104 14,341 485,800 SH   SOLE   485,800 0 0
BAOZUN INC SPONSORED ADR 06684L103 145 4,600 SH   SOLE   4,600 0 0
BARRICK GOLD CORP COM 067901108 1,338 92,500 SH   SOLE   92,500 0 0
BEACON ROOFING SUPPLY INC COM 073685109 13,017 204,155 SH   SOLE   204,155 0 0
BERRY GLOBAL GROUP INC COM 08579W103 478 8,140 SH   SOLE   8,140 0 0
BIO RAD LABS INC CL A 090572207 4,602 19,280 SH   SOLE   19,280 0 0
BIOGEN INC COM 09062X103 5,523 17,336 SH   SOLE   17,336 0 0
BIO TECHNE CORP COM 09073M104 5,611 43,315 SH   SOLE   43,315 0 0
BITAUTO HLDGS LTD SPONSORED ADS 091727107 153 4,800 SH   SOLE   4,800 0 0
BOEING CO COM 097023105 1,032 3,500 SH   SOLE   3,500 0 0
BOINGO WIRELESS INC COM 09739C102 10,320 458,666 SH   SOLE   458,666 0 0
BORGWARNER INC COM 099724106 528 10,340 SH   SOLE   10,340 0 0
BOX INC CL A 10316T104 9,962 471,675 SH   SOLE   471,675 0 0
BRIGHT SCHOLAR ED HLDGS LTD SPONSORED ADS 109199109 153 8,200 SH   SOLE   8,200 0 0
BRINKS CO COM 109696104 16,965 215,568 SH   SOLE   215,568 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 438 4,830 SH   SOLE   4,830 0 0
BROWN & BROWN INC COM 115236101 6,042 117,405 SH   SOLE   117,405 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 1,301 26,261 SH   SOLE   26,261 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107 12,919 592,882 SH   SOLE   592,882 0 0
BURLINGTON STORES INC COM 122017106 500 4,060 SH   SOLE   4,060 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 7,228 58,015 SH   SOLE   58,015 0 0
CME GROUP INC COM CL A 12572Q105 48,661 333,179 SH   SOLE   333,179 0 0
CNOOC LTD SPONSORED ADR 126132109 593 4,130 SH   SOLE   4,130 0 0
CVR ENERGY INC COM 12662P108 924 24,800 SH   SOLE   24,800 0 0
CABOT OIL & GAS CORP COM 127097103 4,338 151,670 SH   SOLE   151,670 0 0
CALLON PETE CO DEL COM 13123X102 2,083 171,450 SH   SOLE   171,450 0 0
CARRIZO OIL & GAS INC COM 144577103 357 16,780 SH   SOLE   16,780 0 0
CATALENT INC COM 148806102 14,614 355,755 SH   SOLE   355,755 0 0
CATERPILLAR INC DEL COM 149123101 32,334 205,194 SH   SOLE   205,194 0 0
CELANESE CORP DEL COM SER A 150870103 5,138 47,985 SH   SOLE   47,985 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 7,661 386,905 SH   SOLE   386,905 0 0
CHART INDS INC COM PAR $0.01 16115Q308 11,044 235,690 SH   SOLE   235,690 0 0
CHEGG INC COM 163092109 18,134 1,111,164 SH   SOLE   1,111,164 0 0
CHENIERE ENERGY INC COM NEW 16411R208 8,294 154,040 SH   SOLE   154,040 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 2,372 80,040 SH   SOLE   80,040 0 0
CHEVRON CORP NEW COM 166764100 4,655 37,185 SH   SOLE   37,185 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,303 31,390 SH   SOLE   31,390 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 1,059 7,335 SH   SOLE   7,335 0 0
CIMAREX ENERGY CO COM 171798101 4,448 36,460 SH   SOLE   36,460 0 0
CINTAS CORP COM 172908105 2,540 16,300 SH   SOLE   16,300 0 0
CITIGROUP INC COM NEW 172967424 53,037 712,765 SH   SOLE   712,765 0 0
COCA COLA CO COM 191216100 313 6,820 SH   SOLE   6,820 0 0
COLUMBUS MCKINNON CORP N Y COM 199333105 9,133 228,432 SH   SOLE   228,432 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 155 14,800 SH   SOLE   14,800 0 0
CONCHO RES INC COM 20605P101 5,313 35,370 SH   SOLE   35,370 0 0
CONNS INC COM 208242107 6,175 173,700 SH   SOLE   173,700 0 0
CONTINENTAL RESOURCES INC COM 212015101 37,157 701,475 SH   SOLE   701,475 0 0
COOPER COS INC COM NEW 216648402 412 1,890 SH   SOLE   1,890 0 0
COSTCO WHSL CORP NEW COM 22160K105 521 2,800 SH   SOLE   2,800 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,103 42,750 SH   SOLE   42,750 0 0
CUMMINS INC COM 231021106 53 300 SH   SOLE   300 0 0
CUTERA INC COM 232109108 2,988 65,888 SH   SOLE   65,888 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 14,365 942,582 SH   SOLE   942,582 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 2,467 67,900 SH   SOLE   67,900 0 0
D R HORTON INC COM 23331A109 528 10,340 SH   SOLE   10,340 0 0
DST SYS INC DEL COM 233326107 1,470 23,680 SH   SOLE   23,680 0 0
DARDEN RESTAURANTS INC COM 237194105 260 2,710 SH   SOLE   2,710 0 0
DASEKE INC COM 23753F107 4,802 336,023 SH   SOLE   336,023 0 0
DEERE & CO COM 244199105 28,485 182,001 SH   SOLE   182,001 0 0
DENTSPLY SIRONA INC COM 24906P109 844 12,820 SH   SOLE   12,820 0 0
DIAMONDBACK ENERGY INC COM 25278X109 14,390 113,983 SH   SOLE   113,983 0 0
DICKS SPORTING GOODS INC COM 253393102 1,052 36,600 SH   SOLE   36,600 0 0
DIGITAL RLTY TR INC COM 253868103 309 2,710 SH   SOLE   2,710 0 0
DISNEY WALT CO COM DISNEY 254687106 215 2,000 SH   SOLE   2,000 0 0
DOLBY LABORATORIES INC COM 25659T107 4,723 76,180 SH   SOLE   76,180 0 0
DOMINION ENERGY MIDSTRM PRTN COM UT REP LTD 257454108 1,206 39,606 SH   SOLE   39,606 0 0
DUNKIN BRANDS GROUP INC COM 265504100 3,065 47,540 SH   SOLE   47,540 0 0
ENI S P A SPONSORED ADR 26874R108 2,654 79,970 SH   SOLE   79,970 0 0
EOG RES INC COM 26875P101 34,688 321,454 SH   SOLE   321,454 0 0
EQT CORP COM 26884L109 536 9,423 SH   SOLE   9,423 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 3,680 50,340 SH   SOLE   50,340 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 6,472 130,555 SH   SOLE   130,555 0 0
EAGLE MATERIALS INC COM 26969P108 16,771 148,025 SH   SOLE   148,025 0 0
EBIX INC COM NEW 278715206 15,407 194,414 SH   SOLE   194,414 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 277 2,460 SH   SOLE   2,460 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 713 99,118 SH   SOLE   99,118 0 0
ENCANA CORP COM 292505104 4,975 373,185 SH   SOLE   373,185 0 0
ENCORE CAP GROUP INC COM 292554102 5,822 138,290 SH   SOLE   138,290 0 0
ENERGEN CORP COM 29265N108 3,923 68,150 SH   SOLE   68,150 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 2,007 116,300 SH   SOLE   116,300 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 7,306 407,684 SH   SOLE   407,684 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 2,209 143,750 SH   SOLE   143,750 0 0
ENPRO INDS INC COM 29355X107 10,924 116,827 SH   SOLE   116,827 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 13,237 499,320 SH   SOLE   499,320 0 0
ENVESTNET INC COM 29404K106 9,867 197,932 SH   SOLE   197,932 0 0
EVERI HLDGS INC COM 30034T103 7,126 945,126 SH   SOLE   945,126 0 0
EXTREME NETWORKS INC COM 30226D106 7,015 560,340 SH   SOLE   560,340 0 0
FLIR SYS INC COM 302445101 5,189 111,295 SH   SOLE   111,295 0 0
F M C CORP COM NEW 302491303 4,611 48,715 SH   SOLE   48,715 0 0
FACEBOOK INC CL A 30303M102 46,789 265,156 SH   SOLE   265,156 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 1,162 222,115 SH   SOLE   222,115 0 0
FARO TECHNOLOGIES INC COM 311642102 6,758 143,795 SH   SOLE   143,795 0 0
FASTENAL CO COM 311900104 1,980 36,210 SH   SOLE   36,210 0 0
FEDEX CORP COM 31428X106 32,642 130,807 SH   SOLE   130,807 0 0
F5 NETWORKS INC COM 315616102 837 6,380 SH   SOLE   6,380 0 0
FIBROGEN INC COM 31572Q808 5,168 109,025 SH   SOLE   109,025 0 0
FIRST MIDWEST BANCORP DEL COM 320867104 8,905 370,885 SH   SOLE   370,885 0 0
FISERV INC COM 337738108 6,080 46,370 SH   SOLE   46,370 0 0
FIVE9 INC COM 338307101 7,365 296,021 SH   SOLE   296,021 0 0
FOUNDATION MEDICINE INC COM 350465100 1,333 19,540 SH   SOLE   19,540 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 1,216 53,955 SH   SOLE   53,955 0 0
GTT COMMUNICATIONS INC COM 362393100 19,653 418,594 SH   SOLE   418,594 0 0
GALAPAGOS NV SPON ADR 36315X101 635 6,770 SH   SOLE   6,770 0 0
GALLAGHER ARTHUR J & CO COM 363576109 227 3,580 SH   SOLE   3,580 0 0
GARDNER DENVER HLDGS INC COM 36555P107 4,498 132,555 SH   SOLE   132,555 0 0
GENERAC HLDGS INC COM 368736104 11,118 224,515 SH   SOLE   224,515 0 0
GENESEE & WYO INC CL A 371559105 217 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 2,206 105,300 SH   SOLE   105,300 0 0
GILEAD SCIENCES INC COM 375558103 8,101 113,078 SH   SOLE   113,078 0 0
GLOBAL PMTS INC COM 37940X102 505 5,040 SH   SOLE   5,040 0 0
GLU MOBILE INC COM 379890106 6,024 1,655,077 SH   SOLE   1,655,077 0 0
GOLDCORP INC NEW COM 380956409 1,085 85,000 SH   SOLE   85,000 0 0
GRACE W R & CO DEL NEW COM 38388F108 3,418 48,745 SH   SOLE   48,745 0 0
GRAND CANYON ED INC COM 38526M106 15,317 171,085 SH   SOLE   171,085 0 0
GREEN DOT CORP CL A 39304D102 20,976 348,094 SH   SOLE   348,094 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 216 2,100 SH   SOLE   2,100 0 0
GUESS INC COM 401617105 13,772 815,875 SH   SOLE   815,875 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 153 1,500 SH   SOLE   1,500 0 0
HAEMONETICS CORP COM 405024100 10,541 181,495 SH   SOLE   181,495 0 0
HALLIBURTON CO COM 406216101 3,920 80,210 SH   SOLE   80,210 0 0
HALOZYME THERAPEUTICS INC COM 40637H109 7,098 350,355 SH   SOLE   350,355 0 0
HARLEY DAVIDSON INC COM 412822108 426 8,363 SH   SOLE   8,363 0 0
HEALTHEQUITY INC COM 42226A107 256 5,490 SH   SOLE   5,490 0 0
HERC HLDGS INC COM 42704L104 8,810 140,720 SH   SOLE   140,720 0 0
HOLLYFRONTIER CORP COM 436106108 2,971 58,000 SH   SOLE   58,000 0 0
HOME DEPOT INC COM 437076102 24,052 126,906 SH   SOLE   126,906 0 0
HONDA MOTOR LTD AMERN SHS 438128308 4,489 131,718 SH   SOLE   131,718 0 0
HORTONWORKS INC COM 440894103 16,414 816,225 SH   SOLE   816,225 0 0
HUNT J B TRANS SVCS INC COM 445658107 38,046 330,893 SH   SOLE   330,893 0 0
HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 177 4,500 SH   SOLE   4,500 0 0
IAC INTERACTIVECORP COM 44919P508 7,988 65,325 SH   SOLE   65,325 0 0
ICU MED INC COM 44930G107 11,040 51,110 SH   SOLE   51,110 0 0
ITT INC COM 45073V108 18,178 340,595 SH   SOLE   340,595 0 0
ILLINOIS TOOL WKS INC COM 452308109 128 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 25,369 116,111 SH   SOLE   116,111 0 0
INSULET CORP COM 45784P101 16,289 236,075 SH   SOLE   236,075 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 16,065 540,375 SH   SOLE   540,375 0 0
INTEL CORP COM 458140100 25,966 562,527 SH   SOLE   562,527 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 423 2,770 SH   SOLE   2,770 0 0
INTERSECT ENT INC COM 46071F103 5,390 166,345 SH   SOLE   166,345 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 7,729 21,180 SH   SOLE   21,180 0 0
IQVIA HLDGS INC COM 46266C105 536 5,470 SH   SOLE   5,470 0 0
ISHARES INC EM MKT SM-CP ETF 464286475 786 14,800 SH   SOLE   14,800 0 0
ISHARES TR INDIA 50 ETF 464289529 11,104 299,150 SH   SOLE   299,150 0 0
ISHARES TR MSCI EAFE ETF 464287465 8,965 127,500 SH   SOLE   127,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 54,230 1,150,900 SH   SOLE   1,150,900 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,656 19,720 SH   SOLE   19,720 0 0
ISHARES TR RUS MD CP GR ETF 464287481 314 2,600 SH   SOLE   2,600 0 0
ISHARES TR 20 YR TR BD ETF 464287432 3,806 30,000 SH   SOLE   30,000 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 1,229 23,375 SH   SOLE   23,375 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 768 21,200 SH   SOLE   21,200 0 0
ISHARES TR CUR HED MSCI GER 46434V704 5,738 200,000 SH   SOLE   200,000 0 0
JPMORGAN CHASE & CO COM 46625H100 13,057 122,100 SH   SOLE   122,100 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 14,989 135,280 SH   SOLE   135,280 0 0
KLA-TENCOR CORP COM 482480100 235 2,240 SH   SOLE   2,240 0 0
KEANE GROUP INC COM 48669A108 3,511 184,690 SH   SOLE   184,690 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 6,443 147,370 SH   SOLE   147,370 0 0
KRATON CORPORATION COM 50077C106 7,734 160,550 SH   SOLE   160,550 0 0
LPL FINL HLDGS INC COM 50212V100 15,123 264,660 SH   SOLE   264,660 0 0
LANTHEUS HLDGS INC COM 516544103 4,465 218,341 SH   SOLE   218,341 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 13,740 100,340 SH   SOLE   100,340 0 0
LINCOLN ELEC HLDGS INC COM 533900106 3,216 35,120 SH   SOLE   35,120 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 14,286 422,525 SH   SOLE   422,525 0 0
LIVEPERSON INC COM 538146101 5,971 519,174 SH   SOLE   519,174 0 0
MPLX LP COM UNIT REP LTD 55336V100 8,744 246,528 SH   SOLE   246,528 0 0
MSCI INC COM 55354G100 429 3,390 SH   SOLE   3,390 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 8,583 120,992 SH   SOLE   120,992 0 0
MAMMOTH ENERGY SVCS INC COM 56155L108 1,938 98,728 SH   SOLE   98,728 0 0
MARATHON OIL CORP COM 565849106 1,734 102,400 SH   SOLE   102,400 0 0
MARATHON PETE CORP COM 56585A102 3,449 52,275 SH   SOLE   52,275 0 0
MARRIOTT INTL INC NEW CL A 571903202 529 3,900 SH   SOLE   3,900 0 0
MASCO CORP COM 574599106 549 12,500 SH   SOLE   12,500 0 0
MATADOR RES CO COM 576485205 16,780 539,020 SH   SOLE   539,020 0 0
MERCURY SYS INC COM 589378108 9,869 192,186 SH   SOLE   192,186 0 0
MERITOR INC COM 59001K100 14,789 630,381 SH   SOLE   630,381 0 0
MICROSOFT CORP COM 594918104 62,395 729,426 SH   SOLE   729,426 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 29,269 333,057 SH   SOLE   333,057 0 0
MIDDLEBY CORP COM 596278101 15,277 113,206 SH   SOLE   113,206 0 0
MODINE MFG CO COM 607828100 6,711 332,251 SH   SOLE   332,251 0 0
MOHAWK INDS INC COM 608190104 563 2,040 SH   SOLE   2,040 0 0
MOMO INC ADR 60879B107 144 5,900 SH   SOLE   5,900 0 0
MONSANTO CO NEW COM 61166W101 715 6,120 SH   SOLE   6,120 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 32,774 517,832 SH   SOLE   517,832 0 0
MOOG INC CL A 615394202 2,287 26,330 SH   SOLE   26,330 0 0
MORGAN STANLEY COM NEW 617446448 41,973 799,940 SH   SOLE   799,940 0 0
MURPHY OIL CORP COM 626717102 9 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 6 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 782 22,760 SH   SOLE   22,760 0 0
NVR INC COM 62944T105 403 115 SH   SOLE   115 0 0
NAVISTAR INTL CORP NEW COM 63934E108 11,746 273,935 SH   SOLE   273,935 0 0
NETFLIX INC COM 64110L106 35,817 186,588 SH   SOLE   186,588 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,298 29,620 SH   SOLE   29,620 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 197 2,100 SH   SOLE   2,100 0 0
NEW RELIC INC COM 64829B100 12,425 215,085 SH   SOLE   215,085 0 0
NEWFIELD EXPL CO COM 651290108 230 7,300 SH   SOLE   7,300 0 0
NICE LTD SPONSORED ADR 653656108 833 9,060 SH   SOLE   9,060 0 0
NIKE INC CL B 654106103 125 2,000 SH   SOLE   2,000 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 2,392 47,834 SH   SOLE   47,834 0 0
NORDSON CORP COM 655663102 3,009 20,550 SH   SOLE   20,550 0 0
NUTANIX INC CL A 67059N108 11,051 313,245 SH   SOLE   313,245 0 0
OLD DOMINION FGHT LINES INC COM 679580100 7,381 56,105 SH   SOLE   56,105 0 0
OLIN CORP COM PAR $1 680665205 4,233 118,960 SH   SOLE   118,960 0 0
OMNICELL INC COM 68213N109 8,937 184,260 SH   SOLE   184,260 0 0
ONEOK INC NEW COM 682680103 1,110 20,774 SH   SOLE   20,774 0 0
OWENS CORNING NEW COM 690742101 5,956 64,785 SH   SOLE   64,785 0 0
PDC ENERGY INC COM 69327R101 567 11,000 SH   SOLE   11,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 10,187 70,600 SH   SOLE   70,600 0 0
PRA GROUP INC COM 69354N106 1,053 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 18,844 206,916 SH   SOLE   206,916 0 0
PVH CORP COM 693656100 5,605 40,850 SH   SOLE   40,850 0 0
PACCAR INC COM 693718108 274 3,850 SH   SOLE   3,850 0 0
PARKER HANNIFIN CORP COM 701094104 43,825 219,584 SH   SOLE   219,584 0 0
PARSLEY ENERGY INC CL A 701877102 606 20,600 SH   SOLE   20,600 0 0
PATTERSON UTI ENERGY INC COM 703481101 13,502 586,795 SH   SOLE   586,795 0 0
PAYCHEX INC COM 704326107 1,003 14,740 SH   SOLE   14,740 0 0
PAYPAL HLDGS INC COM 70450Y103 28,753 390,562 SH   SOLE   390,562 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,757 25,120 SH   SOLE   25,120 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 1,841 178,900 SH   SOLE   178,900 0 0
PFIZER INC COM 717081103 235 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 2,278 22,520 SH   SOLE   22,520 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 3,726 71,169 SH   SOLE   71,169 0 0
PIONEER NAT RES CO COM 723787107 29,538 170,890 SH   SOLE   170,890 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 2,919 141,430 SH   SOLE   141,430 0 0
PLANET FITNESS INC CL A 72703H101 15,529 448,440 SH   SOLE   448,440 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 4,828 99,171 SH   SOLE   99,171 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 7,554 48,500 SH   SOLE   48,500 0 0
PROCTER AND GAMBLE CO COM 742718109 349 3,800 SH   SOLE   3,800 0 0
PROOFPOINT INC COM 743424103 7,439 83,760 SH   SOLE   83,760 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 6,819 68,985 SH   SOLE   68,985 0 0
PURE STORAGE INC CL A 74624M102 11,766 741,870 SH   SOLE   741,870 0 0
QUALCOMM INC COM 747525103 445 6,950 SH   SOLE   6,950 0 0
QUANTA SVCS INC COM 74762E102 16,103 411,740 SH   SOLE   411,740 0 0
RPC INC COM 749660106 1,216 47,640 SH   SOLE   47,640 0 0
RPM INTL INC COM 749685103 1,061 20,240 SH   SOLE   20,240 0 0
RSP PERMIAN INC COM 74978Q105 19,029 467,785 SH   SOLE   467,785 0 0
RANDGOLD RES LTD ADR 752344309 2,967 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 1,022 59,930 SH   SOLE   59,930 0 0
RBC BEARINGS INC COM 75524B104 10,896 86,205 SH   SOLE   86,205 0 0
REALPAGE INC COM 75606N109 19,025 429,449 SH   SOLE   429,449 0 0
RED HAT INC COM 756577102 29,399 244,787 SH   SOLE   244,787 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 1,894 88,225 SH   SOLE   88,225 0 0
RINGCENTRAL INC CL A 76680R206 19,296 398,688 SH   SOLE   398,688 0 0
ROCKWELL AUTOMATION INC COM 773903109 573 2,920 SH   SOLE   2,920 0 0
ROCKWELL COLLINS INC COM 774341101 443 3,270 SH   SOLE   3,270 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4,883 73,200 SH   SOLE   73,200 0 0
RUSH ENTERPRISES INC CL A 781846209 10,700 210,586 SH   SOLE   210,586 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 263 2,520 SH   SOLE   2,520 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,524 28,500 SH   SOLE   28,500 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 12,685 286,600 SH   SOLE   286,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 5,483 135,461 SH   SOLE   135,461 0 0
SRC ENERGY INC COM 78470V108 5,489 643,520 SH   SOLE   643,520 0 0
SVB FINL GROUP COM 78486Q101 505 2,160 SH   SOLE   2,160 0 0
SAGE THERAPEUTICS INC COM 78667J108 4,693 28,495 SH   SOLE   28,495 0 0
SAIA INC COM 78709Y105 13,228 186,966 SH   SOLE   186,966 0 0
SAREPTA THERAPEUTICS INC COM 803607100 15,736 282,810 SH   SOLE   282,810 0 0
SCHLUMBERGER LTD COM 806857108 37 551 SH   SOLE   551 0 0
SCHWAB CHARLES CORP NEW COM 808513105 56,166 1,093,353 SH   SOLE   1,093,353 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 18,002 350,910 SH   SOLE   350,910 0 0
SEALED AIR CORP NEW COM 81211K100 682 13,840 SH   SOLE   13,840 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 17,025 610,000 SH   SOLE   610,000 0 0
SERVICENOW INC COM 81762P102 600 4,600 SH   SOLE   4,600 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 845 28,321 SH   SOLE   28,321 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 148 2,800 SH   SOLE   2,800 0 0
SMITH A O COM 831865209 5,295 86,405 SH   SOLE   86,405 0 0
SONIC CORP COM 835451105 1,233 44,885 SH   SOLE   44,885 0 0
SOUTHWEST AIRLS CO COM 844741108 2,673 40,840 SH   SOLE   40,840 0 0
SOUTHWESTERN ENERGY CO COM 845467109 876 156,900 SH   SOLE   156,900 0 0
SPLUNK INC COM 848637104 23,734 286,502 SH   SOLE   286,502 0 0
SQUARE INC CL A 852234103 4,502 129,866 SH   SOLE   129,866 0 0
STARBUCKS CORP COM 855244109 2,798 48,720 SH   SOLE   48,720 0 0
STATOIL ASA SPONSORED ADR 85771P102 3,518 164,260 SH   SOLE   164,260 0 0
STERICYCLE INC COM 858912108 1,760 25,890 SH   SOLE   25,890 0 0
STRYKER CORP COM 863667101 53 340 SH   SOLE   340 0 0
SUMMIT MATLS INC CL A 86614U100 17,840 567,425 SH   SOLE   567,425 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,442 93,740 SH   SOLE   93,740 0 0
SUPERIOR ENERGY SVCS INC COM 868157108 863 89,590 SH   SOLE   89,590 0 0
SYNOVUS FINL CORP COM NEW 87161C501 18,068 376,894 SH   SOLE   376,894 0 0
TC PIPELINES LP UT COM LTD PRT 87233Q108 1,008 18,990 SH   SOLE   18,990 0 0
TJX COS INC NEW COM 872540109 523 6,840 SH   SOLE   6,840 0 0
TABULA RASA HEALTHCARE INC COM 873379101 6,393 227,926 SH   SOLE   227,926 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 226 5,710 SH   SOLE   5,710 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,400 40,080 SH   SOLE   40,080 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 2,504 54,603 SH   SOLE   54,603 0 0
TAPESTRY INC COM 876030107 16,929 382,743 SH   SOLE   382,743 0 0
TARGA RES CORP COM 87612G101 1,195 24,690 SH   SOLE   24,690 0 0
TELECOM ARGENTINA S A SPON ADR REP B 879273209 143 3,900 SH   SOLE   3,900 0 0
TELEFLEX INC COM 879369106 6,216 24,980 SH   SOLE   24,980 0 0
TERADYNE INC COM 880770102 11,994 286,449 SH   SOLE   286,449 0 0
TESLA INC COM 88160R101 12,014 38,587 SH   SOLE   38,587 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 222 2,500 SH   SOLE   2,500 0 0
TEXAS ROADHOUSE INC COM 882681109 5,578 105,880 SH   SOLE   105,880 0 0
THOR INDS INC COM 885160101 11,863 78,707 SH   SOLE   78,707 0 0
TIVO CORP COM 88870P106 12 739 SH   SOLE   739 0 0
TOPBUILD CORP COM 89055F103 12,646 166,970 SH   SOLE   166,970 0 0
TOTAL S A SPONSORED ADR 89151E109 4,726 85,500 SH   SOLE   85,500 0 0
TRANSCANADA CORP COM 89353D107 330 6,790 SH   SOLE   6,790 0 0
TRANSDIGM GROUP INC COM 893641100 239 870 SH   SOLE   870 0 0
TRIMBLE INC COM 896239100 9,783 240,735 SH   SOLE   240,735 0 0
USA TECHNOLOGIES INC COM NO PAR 90328S500 6,715 688,690 SH   SOLE   688,690 0 0
U S SILICA HLDGS INC COM 90346E103 2,737 84,075 SH   SOLE   84,075 0 0
UNDER ARMOUR INC CL A 904311107 654 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 675 50,656 SH   SOLE   50,656 0 0
UNIT CORP COM 909218109 221 10,030 SH   SOLE   10,030 0 0
UNITED RENTALS INC COM 911363109 39,067 227,250 SH   SOLE   227,250 0 0
UNITEDHEALTH GROUP INC COM 91324P102 35,364 160,408 SH   SOLE   160,408 0 0
UNIVAR INC COM 91336L107 14,202 458,737 SH   SOLE   458,737 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 10,080 58,385 SH   SOLE   58,385 0 0
VALERO ENERGY CORP NEW COM 91913Y100 4,205 45,750 SH   SOLE   45,750 0 0
VALMONT INDS INC COM 920253101 15,359 92,605 SH   SOLE   92,605 0 0
VAREX IMAGING CORP COM 92214X106 336 8,372 SH   SOLE   8,372 0 0
VARIAN MED SYS INC COM 92220P105 2,326 20,930 SH   SOLE   20,930 0 0
VARONIS SYS INC COM 922280102 10,483 215,930 SH   SOLE   215,930 0 0
VEEVA SYS INC CL A COM 922475108 20,933 378,680 SH   SOLE   378,680 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,021 26,830 SH   SOLE   26,830 0 0
VINA CONCHA Y TORO S A SPONSORED ADR 927191106 148 4,000 SH   SOLE   4,000 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 3,113 133,453 SH   SOLE   133,453 0 0
VISA INC COM CL A 92826C839 41,381 362,929 SH   SOLE   362,929 0 0
VIRTUSA CORP COM 92827P102 6,608 149,920 SH   SOLE   149,920 0 0
VISTEON CORP COM NEW 92839U206 11,690 93,415 SH   SOLE   93,415 0 0
VONAGE HLDGS CORP COM 92886T201 19,588 1,926,037 SH   SOLE   1,926,037 0 0
VOYA FINL INC COM 929089100 5,362 108,395 SH   SOLE   108,395 0 0
WABCO HLDGS INC COM 92927K102 29,170 203,272 SH   SOLE   203,272 0 0
WNS HOLDINGS LTD SPON ADR 92932M101 217 5,400 SH   SOLE   5,400 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 35 480 SH   SOLE   480 0 0
WATERS CORP COM 941848103 1,472 7,620 SH   SOLE   7,620 0 0
WEIBO CORP SPONSORED ADR 948596101 171 1,655 SH   SOLE   1,655 0 0
WENDYS CO COM 95058W100 5,002 304,645 SH   SOLE   304,645 0 0
WERNER ENTERPRISES INC COM 950755108 9,327 241,325 SH   SOLE   241,325 0 0
WESTERN ALLIANCE BANCORP COM 957638109 17,350 306,424 SH   SOLE   306,424 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 2,215 46,061 SH   SOLE   46,061 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 8,752 225,680 SH   SOLE   225,680 0 0
WINTRUST FINL CORP COM 97650W108 231 2,800 SH   SOLE   2,800 0 0
WPX ENERGY INC COM 98212B103 2,683 190,700 SH   SOLE   190,700 0 0
XPO LOGISTICS INC COM 983793100 43,817 478,400 SH   SOLE   478,400 0 0
XILINX INC COM 983919101 473 7,020 SH   SOLE   7,020 0 0
XEROX CORP COM NEW 984121608 3,290 112,855 SH   SOLE   112,855 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,006 81,695 SH   SOLE   81,695 0 0
ZENDESK INC COM 98936J101 10,784 318,675 SH   SOLE   318,675 0 0
ZIONS BANCORPORATION COM 989701107 5,818 114,460 SH   SOLE   114,460 0 0
ZYNGA INC CL A 98986T108 3,328 832,050 SH   SOLE   832,050 0 0