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 235,283 1,071,810 SH   SOLE 0 1,071,810 0
ABBVIE INC COM 00287Y109 9,485 100,214 SH   SOLE 0 100,214 0
ADOBE SYS INC COM 00724F101 227,931 1,054,846 SH   SOLE 0 1,054,846 0
ADVANCED ENERGY INDS COM 007973100 26,168 409,516 SH   SOLE 0 409,516 0
AECOM COM 00766T100 356 10,000 SH   SOLE 0 10,000 0
AES CORP COM 00130H105 497 43,760 SH   SOLE 0 43,760 0
AFFILIATED MANAGERS GROUP COM 008252108 89,189 470,457 SH   SOLE 0 470,457 0
AFLAC INC COM 001055102 214,033 4,891,075 SH   SOLE 0 4,891,075 0
AGILENT TECHNOLOGIES INC COM 00846U101 100,067 1,495,771 SH   SOLE 0 1,495,771 0
AIR PRODS & CHEMS INC COM 009158106 40,067 251,952 SH   SOLE 0 251,952 0
ALBEMARLE CORP COM 012653101 1,001 10,800 SH   SOLE 0 10,800 0
ALIGN TECHNOLOGY INC COM 016255101 182,075 725,025 SH   SOLE 0 725,025 0
ALLEGHANY CORP DEL COM 017175100 2,201 3,583 SH   SOLE 0 3,583 0
ALLETE INC COM NEW 018522300 2,439 33,760 SH   SOLE 0 33,760 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 33,189 849,715 SH   SOLE 0 849,715 0
ALLSTATE CORP COM 020002101 80,852 852,871 SH   SOLE 0 852,871 0
ALPHABET INC CAP STK CL A 02079K305 65,761 63,407 SH   SOLE 0 63,407 0
ALPHABET INC CAP STK CL C 02079K107 88,001 85,290 SH   SOLE 0 85,290 0
ALTICE USA INC CL A 02156K103 962 52,100 SH   SOLE 0 52,100 0
ALTRIA GROUP INC COM 02209S103 4,364 70,029 SH   SOLE 0 70,029 0
AMAZON COM INC COM 023135106 77,531 53,568 SH   SOLE 0 53,568 0
AMEREN CORP COM 023608102 854 15,085 SH   SOLE 0 15,085 0
AMERICAN ELEC PWR INC COM 025537101 24 360 SH   SOLE 0 360 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 1,099 37,461 SH   SOLE 0 37,461 0
AMERICAN EXPRESS CO COM 025816109 6,852 73,466 SH   SOLE 0 73,466 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,736 105,411 SH   SOLE 0 105,411 0
AMERICAN NATL INS CO COM 028591105 221 1,893 SH   SOLE 0 1,893 0
AMERISOURCEBERGEN CORP COM 03073E105 982 11,400 SH   SOLE 0 11,400 0
AMGEN INC COM 031162100 90,697 532,015 SH   SOLE 0 532,015 0
AMPHENOL CORP NEW CL A 032095101 482 5,600 SH   SOLE 0 5,600 0
ANADARKO PETE CORP COM 032511107 972 16,100 SH   SOLE 0 16,100 0
ANNALY CAP MGMT INC COM 035710409 4,801 460,398 SH   SOLE 0 460,398 0
ANSYS INC COM 03662Q105 11,503 73,416 SH   SOLE 0 73,416 0
ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1,034 64,674 SH   SOLE 0 64,674 0
ANTHEM INC COM 036752103 2,165 9,858 SH   SOLE 0 9,858 0
ANWORTH MORTGAGE ASSET CP COM 037347101 116 24,238 SH   SOLE 0 24,238 0
APPLE INC COM 037833100 154,334 919,863 SH   SOLE 0 919,863 0
APPLIED MATLS INC COM 038222105 66,878 1,202,636 SH   SOLE 0 1,202,636 0
APTARGROUP INC COM 038336103 287 3,200 SH   SOLE 0 3,200 0
ARCH COAL INC CL A 039380407 3,497 38,065 SH   SOLE 0 38,065 0
ARCONIC INC COM 03965L100 928 40,300 SH   SOLE 0 40,300 0
ARISTA NETWORKS INC COM 040413106 970 3,800 SH   SOLE 0 3,800 0
ARMOUR RESIDENTIAL REIT INC COM NEW 042315507 3,247 139,482 SH   SOLE 0 139,482 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 11,996 213,087 SH   SOLE 0 213,087 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 4,600 138,161 SH   SOLE 0 138,161 0
ASPEN TECHNOLOGY INC COM 045327103 59,472 753,868 SH   SOLE 0 753,868 0
AT&T INC COM 00206R102 376 10,557 SH   SOLE 0 10,557 0
ATHENE HLDG LTD CL A G0684D107 91,044 1,904,293 SH   SOLE 0 1,904,293 0
AVERY DENNISON CORP COM 053611109 4,893 46,052 SH   SOLE 0 46,052 0
AXALTA COATING SYS LTD COM G0750C108 935 31,000 SH   SOLE 0 31,000 0
BANCORP INC DEL COM 05969A105 147 13,700 SH   SOLE 0 13,700 0
BANK AMER CORP COM 060505104 3,404 113,536 SH   SOLE 0 113,536 0
BAXTER INTL INC COM 071813109 227,803 3,502,519 SH   SOLE 0 3,502,519 0
BIG LOTS INC COM 089302103 48,830 1,121,778 SH   SOLE 0 1,121,778 0
BIO RAD LABS INC CL A 090572207 950 3,800 SH   SOLE 0 3,800 0
BIOGEN INC COM 09062X103 245,573 896,844 SH   SOLE 0 896,844 0
BLOCK H & R INC COM 093671105 9,200 362,091 SH   SOLE 0 362,091 0
BOEING CO COM 097023105 280,733 856,207 SH   SOLE 0 856,207 0
BOSTON BEER INC CL A 100557107 13,466 71,234 SH   SOLE 0 71,234 0
BRADY CORP CL A 104674106 3,077 82,830 SH   SOLE 0 82,830 0
BRINKER INTL INC COM 109641100 1,028 28,489 SH   SOLE 0 28,489 0
BROWN FORMAN CORP CL B 115637209 54,353 999,148 SH   SOLE 0 999,148 0
BRUKER CORP COM 116794108 12,411 414,839 SH   SOLE 0 414,839 0
BWX TECHNOLOGIES INC COM 05605H100 120 1,900 SH   SOLE 0 1,900 0
CABOT CORP COM 127055101 6,651 119,368 SH   SOLE 0 119,368 0
CADENCE DESIGN SYSTEM INC COM 127387108 151,125 4,110,009 SH   SOLE 0 4,110,009 0
CARTER INC COM 146229109 23,553 226,258 SH   SOLE 0 226,258 0
CBRE GROUP INC CL A 12504L109 103,421 2,190,210 SH   SOLE 0 2,190,210 0
CDK GLOBAL INC COM 12508E101 63,882 1,008,568 SH   SOLE 0 1,008,568 0
CELGENE CORP COM 151020104 140,669 1,576,831 SH   SOLE 0 1,576,831 0
CENTERPOINT ENERGY INC COM 15189T107 65,637 2,395,519 SH   SOLE 0 2,395,519 0
CERNER CORP COM 156782104 62,557 1,078,578 SH   SOLE 0 1,078,578 0
CHEMED CORP NEW COM 16359R103 23,790 87,190 SH   SOLE 0 87,190 0
CHENIERE ENERGY PTNRS LP HLD COM REP LLC IN 16411W108 4,077 147,685 SH   SOLE 0 147,685 0
CHEVRON CORP NEW COM 166764100 11,051 96,908 SH   SOLE 0 96,908 0
CHICOS FAS INC COM 168615102 36 4,003 SH   SOLE 0 4,003 0
CHILDRENS PL INC COM 168905107 30,252 223,681 SH   SOLE 0 223,681 0
CHIMERA INVT CORP COM NEW 16934Q208 1,556 89,376 SH   SOLE 0 89,376 0
CIGNA CORPORATION COM 125509109 107,458 640,628 SH   SOLE 0 640,628 0
CIMAREX ENERGY CO COM 171798101 81,493 871,590 SH   SOLE 0 871,590 0
CIRRUS LOGIC INC COM 172755100 32,352 796,283 SH   SOLE 0 796,283 0
CISCO SYS INC COM 17275R102 6,051 141,101 SH   SOLE 0 141,101 0
CITIZENS FINL GROUP INC COM 174610105 7,655 182,363 SH   SOLE 0 182,363 0
CME GROUP INC COM CL A 12572Q105 138 857 SH   SOLE 0 857 0
CNO FINL GROUP INC COM 12621E103 30,129 1,390,382 SH   SOLE 0 1,390,382 0
COEUR MNG INC COM NEW 192108504 11,430 1,428,860 SH   SOLE 0 1,428,860 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 895 20,639 SH   SOLE 0 20,639 0
COGNEX CORP COM 192422103 44,126 848,753 SH   SOLE 0 848,753 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 28,402 352,823 SH   SOLE 0 352,823 0
COHEN & STEERS INC COM 19247A100 1,470 36,154 SH   SOLE 0 36,154 0
COLGATE PALMOLIVE CO COM 194162103 248,248 3,463,287 SH   SOLE 0 3,463,287 0
COMERICA INC COM 200340107 62,000 646,307 SH   SOLE 0 646,307 0
COMMVAULT SYSTEMS INC COM 204166102 49 863 SH   SOLE 0 863 0
CONAGRA BRANDS INC COM 205887102 1,017 27,593 SH   SOLE 0 27,593 0
CONCHO RES INC COM 20605P101 1,022 6,800 SH   SOLE 0 6,800 0
COPART INC COM 217204106 43,769 859,413 SH   SOLE 0 859,413 0
CORCEPT THERAPEUTICS INC COM 218352102 2,370 144,111 SH   SOLE 0 144,111 0
CREDIT ACCEP CORP MICH COM 225310101 1,192 3,608 SH   SOLE 0 3,608 0
CROCS INC COM 227046109 9,726 598,544 SH   SOLE 0 598,544 0
CUMMINS INC COM 231021106 66,202 408,430 SH   SOLE 0 408,430 0
CUTERA INC COM 232109108 1,622 32,282 SH   SOLE 0 32,282 0
DARDEN RESTAURANTS INC COM 237194105 886 10,400 SH   SOLE 0 10,400 0
DAVITA INC COM 23918K108 25,678 389,427 SH   SOLE 0 389,427 0
DECKERS OUTDOOR CORP COM 243537107 37,896 420,936 SH   SOLE 0 420,936 0
DELTA AIR LINES INC DEL COM NEW 247361702 593 10,824 SH   SOLE 0 10,824 0
DOLBY LABORATORIES INC COM 25659T107 622 9,800 SH   SOLE 0 9,800 0
DOLLAR GEN CORP NEW COM 256677105 7,624 81,503 SH   SOLE 0 81,503 0
DOMINION ENERGY INC COM 25746U109 782 11,600 SH   SOLE 0 11,600 0
DOMINOS PIZZA INC COM 25754A201 41,690 178,501 SH   SOLE 0 178,501 0
EAGLE PHARMACEUTICALS INC COM 269796108 18,180 345,054 SH   SOLE 0 345,054 0
EAST WEST BANCORP INC COM 27579R104 37,264 595,849 SH   SOLE 0 595,849 0
EBAY INC COM 278642103 158,761 3,945,370 SH   SOLE 0 3,945,370 0
EDWARDS LIFESCIENCES CORP COM 28176E108 27,118 194,367 SH   SOLE 0 194,367 0
EL PASO ELEC CO COM NEW 283677854 1,249 24,504 SH   SOLE 0 24,504 0
ELECTRO SCIENTIFIC INDS COM 285229100 3,167 163,840 SH   SOLE 0 163,840 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 1,358 25,807 SH   SOLE 0 25,807 0
ENNIS INC COM 293389102 139 7,083 SH   SOLE 0 7,083 0
EQT CORP COM 26884L109 926 19,500 SH   SOLE 0 19,500 0
ESSENT GROUP LTD COM G3198U102 46,122 1,083,695 SH   SOLE 0 1,083,695 0
ETHAN ALLEN INTERIORS INC COM 297602104 1,156 50,384 SH   SOLE 0 50,384 0
EVERCORE INC CLASS A 29977A105 62,482 716,540 SH   SOLE 0 716,540 0
EXELIXIS INC COM 30161Q104 78,906 3,562,369 SH   SOLE 0 3,562,369 0
EXPEDITORS INTL WASH INC COM 302130109 2,342 37,009 SH   SOLE 0 37,009 0
EXXON MOBIL CORP COM 30231G102 182,801 2,450,090 SH   SOLE 0 2,450,090 0
F5 NETWORKS INC COM 315616102 182,783 1,263,975 SH   SOLE 0 1,263,975 0
FACEBOOK INC CL A 30303M102 338,878 2,120,772 SH   SOLE 0 2,120,772 0
FACTSET RESH SYS INC COM 303075105 19 100 SH   SOLE 0 100 0
FASTENAL CO COM 311900104 552 10,123 SH   SOLE 0 10,123 0
FEDERATED INVS INC PA CL B 314211103 11,223 336,025 SH   SOLE 0 336,025 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 40,065 1,001,137 SH   SOLE 0 1,001,137 0
FIRST AMERN FINL CORP COM 31847R102 9,956 169,666 SH   SOLE 0 169,666 0
FIRST DATA CORP NEW COM CL A 32008D106 972 60,800 SH   SOLE 0 60,800 0
FIRSTENERGY CORP COM 337932107 218 6,424 SH   SOLE 0 6,424 0
FORESTAR GROUP INC COM 346232101 189 8,971 SH   SOLE 0 8,971 0
FORRESTER RESH INC COM 346563109 140 3,388 SH   SOLE 0 3,388 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 3,190 54,172 SH   SOLE 0 54,172 0
FOUR CORNERS PPTY TR INC COM 35086T109 6,909 299,234 SH   SOLE 0 299,234 0
FRANKLIN RES INC COM 354613101 1,296 37,389 SH   SOLE 0 37,389 0
GAMING & LEISURE PPTYS INC COM 36467J108 49,376 1,475,234 SH   SOLE 0 1,475,234 0
GAP INC DEL COM 364760108 5,352 171,546 SH   SOLE 0 171,546 0
GARDNER DENVER HLDGS INC COM 36555P107 579 18,900 SH   SOLE 0 18,900 0
GENERAC HLDGS INC COM 368736104 2,653 57,804 SH   SOLE 0 57,804 0
GENERAL MLS INC COM 370334104 504 11,196 SH   SOLE 0 11,196 0
GENERAL MTRS CO COM 37045V100 1,010 27,800 SH   SOLE 0 27,800 0
GILEAD SCIENCES INC COM 375558103 3,342 44,337 SH   SOLE 0 44,337 0
GRACE W R & CO DEL NEW COM 38388F108 1,366 22,316 SH   SOLE 0 22,316 0
GRACO INC COM 384109104 56,214 1,229,544 SH   SOLE 0 1,229,544 0
GRAINGER W W INC COM 384802104 347 1,232 SH   SOLE 0 1,232 0
GROUPON INC COM 399473107 37,599 8,663,418 SH   SOLE 0 8,663,418 0
GRUBHUB INC COM 400110102 963 9,500 SH   SOLE 0 9,500 0
GUESS INC COM 401617105 172 8,336 SH   SOLE 0 8,336 0
HANESBRANDS INC COM 410345102 919 49,900 SH   SOLE 0 49,900 0
HARTFORD FINL SVCS GROUP INC COM 416515104 32,786 636,386 SH   SOLE 0 636,386 0
HECLA MNG CO COM 422704106 12,291 3,349,211 SH   SOLE 0 3,349,211 0
HENRY JACK & ASSOC INC COM 426281101 314 2,598 SH   SOLE 0 2,598 0
HFF INC CL A 40418F108 3,573 71,898 SH   SOLE 0 71,898 0
HORTONWORKS INC COM 440894103 153 7,548 SH   SOLE 0 7,548 0
HOST HOTELS & RESORTS INC COM 44107P104 2,301 123,496 SH   SOLE 0 123,496 0
HP INC COM 40434L105 2,016 91,975 SH   SOLE 0 91,975 0
HUMANA INC COM 444859102 195,454 727,057 SH   SOLE 0 727,057 0
HUNTINGTON INGALLS INDS INC COM 446413106 23,715 92,008 SH   SOLE 0 92,008 0
HUNTSMAN CORP COM 447011107 510 17,452 SH   SOLE 0 17,452 0
IDACORP INC COM 451107106 3,321 37,634 SH   SOLE 0 37,634 0
IDEX CORP COM 45167R104 627 4,400 SH   SOLE 0 4,400 0
IDEXX LABS INC COM 45168D104 178,790 934,170 SH   SOLE 0 934,170 0
II VI INC COM 902104108 0 23,798 SH   SOLE 0 23,798 0
ILLINOIS TOOL WKS INC COM 452308109 143,349 915,038 SH   SOLE 0 915,038 0
INCYTE CORP COM 45337C102 26,577 318,948 SH   SOLE 0 318,948 0
INGEVITY CORP COM 45688C107 1,863 25,287 SH   SOLE 0 25,287 0
INSPERITY INC COM 45778Q107 13,058 187,764 SH   SOLE 0 187,764 0
INTEL CORP COM 458140100 9,851 189,167 SH   SOLE 0 189,167 0
INTUIT COM 461202103 241,711 1,394,355 SH   SOLE 0 1,394,355 0
INTUITIVE SURGICAL INC COM NEW 46120E602 219,366 531,373 SH   SOLE 0 531,373 0
INVESCO MORTGAGE CAPITAL INC COM 46131B100 1,353 82,658 SH   SOLE 0 82,658 0
ISHARES TR GLOBAL ENERG ETF 464287341 812 23,904 SH   SOLE 0 23,904 0
JOHNSON & JOHNSON COM 478160104 27,049 211,077 SH   SOLE 0 211,077 0
JONES LANG LASALLE INC COM 48020Q107 10,226 58,556 SH   SOLE 0 58,556 0
JPMORGAN CHASE & CO COM 46625H100 30,780 279,896 SH   SOLE 0 279,896 0
KEMPER CORP DEL COM 488401100 17,213 301,998 SH   SOLE 0 301,998 0
KFORCE INC COM 493732101 916 33,869 SH   SOLE 0 33,869 0
KIMBALL INTL INC CL B 494274103 1,296 76,070 SH   SOLE 0 76,070 0
KIMBERLY CLARK CORP COM 494368103 54 498 SH   SOLE 0 498 0
KINDER MORGAN INC DEL COM 49456B101 3,339 221,773 SH   SOLE 0 221,773 0
KLA-TENCOR CORP COM 482480100 57,350 526,100 SH   SOLE 0 526,100 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 943 20,500 SH   SOLE 0 20,500 0
KOHLS CORP COM 500255104 4,718 72,033 SH   SOLE 0 72,033 0
KROGER CO COM 501044101 9,231 385,604 SH   SOLE 0 385,604 0
L BRANDS INC COM 501797104 117 3,074 SH   SOLE 0 3,074 0
LAM RESEARCH CORP COM 512807108 65,567 322,740 SH   SOLE 0 322,740 0
LANDSTAR SYS INC COM 515098101 25,626 233,715 SH   SOLE 0 233,715 0
LAS VEGAS SANDS CORP COM 517834107 2,475 34,430 SH   SOLE 0 34,430 0
LAUDER ESTEE COS INC CL A 518439104 234,650 1,567,264 SH   SOLE 0 1,567,264 0
LENNOX INTL INC COM 526107107 37,756 184,747 SH   SOLE 0 184,747 0
LIBERTY PPTY TR SH BEN INT 531172104 99 2,504 SH   SOLE 0 2,504 0
LINCOLN ELEC HLDGS INC COM 533900106 422 4,699 SH   SOLE 0 4,699 0
LYONDELLBASELL IND NV SHS A 000943499 90,820 859,394 SH   SOLE 0 859,394 0
MANHATTAN ASSOCS INC COM 562750109 36,513 871,858 SH   SOLE 0 871,858 0
MARCUS & MILLICHAP INC COM 566324109 6,585 182,634 SH   SOLE 0 182,634 0
MARRIOTT INTL INC NEW CL A 571903202 5,830 42,878 SH   SOLE 0 42,878 0
MARSH & MCLENNAN COS INC COM 571748102 13,527 163,792 SH   SOLE 0 163,792 0
MASCO CORP COM 574599106 33,468 827,597 SH   SOLE 0 827,597 0
MASIMO CORP COM 574795100 82,756 940,944 SH   SOLE 0 940,944 0
MASTERCARD INCORPORATED CL A 57636Q104 112,569 642,664 SH   SOLE 0 642,664 0
MAXIMUS INC COM 577933104 6,469 96,936 SH   SOLE 0 96,936 0
MCDONALDS CORP COM 580135101 10,584 67,687 SH   SOLE 0 67,687 0
MCKESSON CORP COM 58155Q103 20,598 146,222 SH   SOLE 0 146,222 0
MDU RES GROUP INC COM 552690109 5,107 181,388 SH   SOLE 0 181,388 0
MEDIDATA SOLUTIONS INC COM 58471A105 983 15,651 SH   SOLE 0 15,651 0
MEDIFAST INC COM 58470H101 12,320 131,840 SH   SOLE 0 131,840 0
MELLANOX TECHNOLOGIES LTD SHS 001101732 177 2,434 SH   SOLE 0 2,434 0
MERCK & CO INC COM 58933Y105 5,555 101,992 SH   SOLE 0 101,992 0
MERCURY GENL CORP NEW COM 589400100 3,427 74,719 SH   SOLE 0 74,719 0
MERITOR INC COM 59001K100 11,378 553,442 SH   SOLE 0 553,442 0
METLIFE INC COM 59156R108 82,218 1,791,638 SH   SOLE 0 1,791,638 0
METTLER TOLEDO INTERNATIONAL COM 592688105 100,883 175,440 SH   SOLE 0 175,440 0
MFA FINL INC COM 55272X102 574 76,256 SH   SOLE 0 76,256 0
MGIC INVT CORP WIS COM 552848103 55,644 4,280,345 SH   SOLE 0 4,280,345 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 1,242 46,799 SH   SOLE 0 46,799 0
MICHAELS COS INC COM 59408Q106 26,720 1,355,659 SH   SOLE 0 1,355,659 0
MICROSOFT CORP COM 594918104 102,417 1,122,138 SH   SOLE 0 1,122,138 0
MILLER HERMAN INC COM 600544100 7,671 240,121 SH   SOLE 0 240,121 0
MOELIS & CO CL A 60786M105 4,780 94,003 SH   SOLE 0 94,003 0
MONSANTO CO NEW COM 61166W101 10,326 88,492 SH   SOLE 0 88,492 0
MORGAN STANLEY COM NEW 617446448 232 4,300 SH   SOLE 0 4,300 0
MOSAIC CO NEW COM 61945C103 291 12,000 SH   SOLE 0 12,000 0
MSC INDL DIRECT INC CL A 553530106 19,298 210,426 SH   SOLE 0 210,426 0
MSG NETWORK INC CL A 553573106 22,810 1,009,314 SH   SOLE 0 1,009,314 0
MTGE INVT CORP COM 55378A105 804 44,971 SH   SOLE 0 44,971 0
MYRIAD GENETICS INC COM 62855J104 1,503 50,869 SH   SOLE 0 50,869 0
NATIONAL BEVERAGE CORP COM 635017106 52,551 590,337 SH   SOLE 0 590,337 0
NATIONAL FUEL GAS CO N J COM 636180101 2,416 46,971 SH   SOLE 0 46,971 0
NATIONAL HEALTH INVS INC COM 63633D104 3,342 49,668 SH   SOLE 0 49,668 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 1,021 3,352 SH   SOLE 0 3,352 0
NEWMARKET CORP COM 651587107 20,290 50,515 SH   SOLE 0 50,515 0
NEWMONT MINING CORP COM 651639106 9,806 251,000 SH   SOLE 0 251,000 0
NIKE INC CL B 654106103 6,753 101,655 SH   SOLE 0 101,655 0
NMI HLDGS INC CL A 629209305 6,374 385,191 SH   SOLE 0 385,191 0
NORFOLK SOUTHERN CORP COM 655844108 271 2,000 SH   SOLE 0 2,000 0
NU SKIN ENTERPRISES INC CL A 67018T105 54,350 737,361 SH   SOLE 0 737,361 0
NUTRI SYS INC NEW COM 67069D108 10,945 406,135 SH   SOLE 0 406,135 0
NVIDIA CORP COM 67066G104 106 459 SH   SOLE 0 459 0
NVR INC COM 62944T105 126,560 45,200 SH   SOLE 0 45,200 0
OCCIDENTAL PETE CORP DEL COM 674599105 10,567 162,671 SH   SOLE 0 162,671 0
OGE ENERGY CORP COM 670837103 2,078 63,440 SH   SOLE 0 63,440 0
OLD REP INTL CORP COM 680223104 47,861 2,231,303 SH   SOLE 0 2,231,303 0
ORACLE CORP COM 68389X105 3,823 83,580 SH   SOLE 0 83,580 0
ORTHOFIX INTL N V COM N6748L102 28 477 SH   SOLE 0 477 0
OSHKOSH CORP COM 688239201 8,233 106,554 SH   SOLE 0 106,554 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 2,926 76,376 SH   SOLE 0 76,376 0
PALO ALTO NETWORKS INC COM 697435105 980 5,400 SH   SOLE 0 5,400 0
PAYCHEX INC COM 704326107 4,743 77,013 SH   SOLE 0 77,013 0
PAYCOM SOFTWARE INC COM 70432V102 987 9,200 SH   SOLE 0 9,200 0
PEBBLEBROOK HOTEL TR COM 70509V100 4,885 142,228 SH   SOLE 0 142,228 0
PEGASYSTEMS INC COM 705573103 2,155 35,545 SH   SOLE 0 35,545 0
PENNYMAC MTG INVT TR COM 70931T103 301 16,728 SH   SOLE 0 16,728 0
PEPSICO INC COM 713448108 7,858 72,001 SH   SOLE 0 72,001 0
PETMED EXPRESS INC COM 716382106 21,799 522,146 SH   SOLE 0 522,146 0
PFIZER INC COM 717081103 11,240 316,719 SH   SOLE 0 316,719 0
PILGRIMS PRIDE CORP NEW COM 72147K108 7,604 308,988 SH   SOLE 0 308,988 0
PIPER JAFFRAY COS COM 724078100 31 383 SH   SOLE 0 383 0
PJT PARTNERS INC COM CL A 69343T107 4,475 89,335 SH   SOLE 0 89,335 0
PNM RES INC COM 69349H107 12,566 328,525 SH   SOLE 0 328,525 0
PPG INDS INC COM 693506107 2,541 22,776 SH   SOLE 0 22,776 0
PPL CORP COM 69351T106 501 17,740 SH   SOLE 0 17,740 0
PRAXAIR INC COM 74005P104 4,139 28,689 SH   SOLE 0 28,689 0
PRICE T ROWE GROUP INC COM 74144T108 218,529 2,023,988 SH   SOLE 0 2,023,988 0
PRINCIPAL FINL GROUP INC COM 74251V102 60,455 992,533 SH   SOLE 0 992,533 0
PROCTER AND GAMBLE CO COM 742718109 3,119 39,352 SH   SOLE 0 39,352 0
PROGRESS SOFTWARE CORP COM 743312100 1,955 50,864 SH   SOLE 0 50,864 0
PRUDENTIAL FINL INC COM 744320102 1,495 14,443 SH   SOLE 0 14,443 0
RALPH LAUREN CORP CL A 751212101 8,065 72,142 SH   SOLE 0 72,142 0
REALOGY HLDGS CORP COM 75605Y106 58,459 2,142,930 SH   SOLE 0 2,142,930 0
RED HAT INC COM 756577102 226,655 1,515,991 SH   SOLE 0 1,515,991 0
REGENERON PHARMACEUTICALS COM 75886F107 220,673 640,823 SH   SOLE 0 640,823 0
REGIONS FINL CORP NEW COM 7591EP100 68,585 3,691,368 SH   SOLE 0 3,691,368 0
RETAIL PPTYS AMER INC CL A 76131V202 59 5,130 SH   SOLE 0 5,130 0
REX AMERICAN RESOURCES CORP COM 761624105 1,590 21,848 SH   SOLE 0 21,848 0
RH COM 74967X103 45,359 476,067 SH   SOLE 0 476,067 0
RMR GROUP INC CL A 74967R106 1,891 27,035 SH   SOLE 0 27,035 0
ROBERT HALF INTL INC COM 770323103 79,600 1,375,033 SH   SOLE 0 1,375,033 0
ROCKWELL AUTOMATION INC COM 773903109 1,934 11,103 SH   SOLE 0 11,103 0
ROSS STORES INC COM 778296103 165,632 2,124,038 SH   SOLE 0 2,124,038 0
RPX CORP COM 74972G103 41 3,901 SH   SOLE 0 3,901 0
RUDOLPH TECHNOLOGIES INC COM 781270103 5,041 182,008 SH   SOLE 0 182,008 0
S&P GLOBAL INC COM 78409V104 7,837 41,020 SH   SOLE 0 41,020 0
SAFETY INS GROUP INC COM 78648T100 23 312 SH   SOLE 0 312 0
SEI INVESTMENTS CO COM 784117103 4,287 57,232 SH   SOLE 0 57,232 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,396 104,792 SH   SOLE 0 104,792 0
SIMON PPTY GROUP INC NEW COM 828806109 941 6,100 SH   SOLE 0 6,100 0
SIMPSON MANUFACTURING CO INC COM 829073105 4,068 70,639 SH   SOLE 0 70,639 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,430 55,107 SH   SOLE 0 55,107 0
SJW GROUP COM 784305104 144 2,734 SH   SOLE 0 2,734 0
SKYWORKS SOLUTIONS INC COM 83088M102 217,895 2,173,301 SH   SOLE 0 2,173,301 0
SLEEP NUMBER CORP COM 83125X103 37,474 1,066,142 SH   SOLE 0 1,066,142 0
SNAP ON INC COM 833034101 18,447 125,031 SH   SOLE 0 125,031 0
SOUTHWEST AIRLS CO COM 844741108 25,023 436,859 SH   SOLE 0 436,859 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 27,105 323,846 SH   SOLE 0 323,846 0
SPROUTS FMRS MKT INC COM 85208M102 80,773 3,441,585 SH   SOLE 0 3,441,585 0
SQUARE INC CL A 852234103 1,003 20,400 SH   SOLE 0 20,400 0
STAMPS COM INC COM NEW 852857200 7,451 37,065 SH   SOLE 0 37,065 0
STATE STR CORP COM 857477103 234,311 2,349,459 SH   SOLE 0 2,349,459 0
STRYKER CORP COM 863667101 5,896 36,644 SH   SOLE 0 36,644 0
STURM RUGER & CO INC COM 864159108 11,362 216,435 SH   SOLE 0 216,435 0
SUNTRUST BKS INC COM 867914103 1,331 19,576 SH   SOLE 0 19,576 0
SYNOPSYS INC COM 871607107 67,251 807,926 SH   SOLE 0 807,926 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 24,063 246,096 SH   SOLE 0 246,096 0
TARGA RES CORP COM 87612G101 959 21,800 SH   SOLE 0 21,800 0
TARGET CORP COM 87612E106 19,446 280,092 SH   SOLE 0 280,092 0
TEXAS INSTRS INC COM 882508104 253,136 2,436,583 SH   SOLE 0 2,436,583 0
TORCHMARK CORP COM 891027104 12,784 151,893 SH   SOLE 0 151,893 0
TORO CO COM 891092108 48,774 781,009 SH   SOLE 0 781,009 0
TRAVELERS COMPANIES INC COM 89417E109 236,099 1,700,269 SH   SOLE 0 1,700,269 0
TREX CO INC COM 89531P105 28,036 257,761 SH   SOLE 0 257,761 0
TUPPERWARE BRANDS CORP COM 899896104 1,237 25,576 SH   SOLE 0 25,576 0
TWITTER INC COM 90184L102 992 34,200 SH   SOLE 0 34,200 0
TWO HBRS INVT CORP COM NEW 90187B408 2,025 131,808 SH   SOLE 0 131,808 0
UGI CORP NEW COM 902681105 7,306 164,479 SH   SOLE 0 164,479 0
ULTA BEAUTY INC COM 90384S303 43,677 213,823 SH   SOLE 0 213,823 0
UNION PAC CORP COM 907818108 4,683 34,836 SH   SOLE 0 34,836 0
UNITED FIRE GROUP INC COM 910340108 3,943 82,387 SH   SOLE 0 82,387 0
UNITED NAT FOODS INC COM 911163103 98 2,289 SH   SOLE 0 2,289 0
UNITED RENTALS INC COM 911363109 984 5,700 SH   SOLE 0 5,700 0
UNITED STATES STL CORP NEW COM 912909108 1,002 28,500 SH   SOLE 0 28,500 0
UNITED TECHNOLOGIES CORP COM 913017109 7,964 63,297 SH   SOLE 0 63,297 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 108,078 961,899 SH   SOLE 0 961,899 0
UNIVERSAL INS HLDGS INC COM 91359V107 2,667 83,606 SH   SOLE 0 83,606 0
UNUM GROUP COM 91529Y106 1,880 39,500 SH   SOLE 0 39,500 0
USANA HEALTH SCIENCES INC COM 90328M107 20,101 234,014 SH   SOLE 0 234,014 0
V F CORP COM 918204108 12,844 173,295 SH   SOLE 0 173,295 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 38 2,400 SH   SOLE 0 2,400 0
VALERO ENERGY CORP NEW COM 91913Y100 671 7,234 SH   SOLE 0 7,234 0
VARIAN MED SYS INC COM 92220P105 34,060 277,704 SH   SOLE 0 277,704 0
VEECO INSTRS INC DEL COM 922417100 0 479,653 SH   SOLE 0 479,653 0
VEEVA SYS INC CL A COM 922475108 277 3,800 SH   SOLE 0 3,800 0
VERISIGN INC COM 92343E102 3,306 27,885 SH   SOLE 0 27,885 0
VERIZON COMMUNICATIONS INC COM 92343V104 19,305 403,702 SH   SOLE 0 403,702 0
VERTEX PHARMACEUTICALS INC COM 92532F100 226,977 1,392,670 SH   SOLE 0 1,392,670 0
VISA INC COM CL A 92826C839 6,337 52,980 SH   SOLE 0 52,980 0
VISTEON CORP COM NEW 92839U206 20,727 188,020 SH   SOLE 0 188,020 0
VISTRA ENERGY CORP COM 92840M102 1,656 79,506 SH   SOLE 0 79,506 0
VMWARE INC CL A COM 928563402 201,575 1,662,206 SH   SOLE 0 1,662,206 0
VOYA FINL INC COM 929089100 1,004 19,900 SH   SOLE 0 19,900 0
VULCAN MATLS CO COM 929160109 559 4,900 SH   SOLE 0 4,900 0
WADDELL & REED FINL INC CL A 930059100 10,234 506,386 SH   SOLE 0 506,386 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,746 72,492 SH   SOLE 0 72,492 0
WALKER & DUNLOP INC COM 93148P102 2,264 38,117 SH   SOLE 0 38,117 0
WALMART INC COM 931142103 73,720 828,599 SH   SOLE 0 828,599 0
WARRIOR MET COAL INC COM 93627C101 342 12,245 SH   SOLE 0 12,245 0
WAYFAIR INC CL A 94419L101 850 12,600 SH   SOLE 0 12,600 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 82,450 1,293,950 SH   SOLE 0 1,293,950 0
WELLCARE HEALTH PLANS INC COM 94946T106 26,406 136,378 SH   SOLE 0 136,378 0
WELLS FARGO CO NEW COM 949746101 2,290 43,699 SH   SOLE 0 43,699 0
WESTLAKE CHEM CORP COM 960413102 1,000 9,000 SH   SOLE 0 9,000 0
WHITE MTNS INS GROUP LTD COM G9618E107 12,768 15,524 SH   SOLE 0 15,524 0
WILLIAMS COS INC DEL COM 969457100 947 38,100 SH   SOLE 0 38,100 0
WINMARK CORP COM 974250102 113 866 SH   SOLE 0 866 0
WORKIVA INC COM CL A 98139A105 121 5,131 SH   SOLE 0 5,131 0
WORLDPAY INC CL A 981558109 144,618 1,793,855 SH   SOLE 0 1,793,855 0
XCEL ENERGY INC COM 98389B100 3,893 85,620 SH   SOLE 0 85,620 0
XCERRA CORP COM 98400J108 4,899 420,584 SH   SOLE 0 420,584 0
XENIA HOTELS & RESORTS INC COM 984017103 2,287 115,991 SH   SOLE 0 115,991 0
XO GROUP INC COM 983772104 70 3,417 SH   SOLE 0 3,417 0
ZAYO GROUP HLDGS INC COM 98919V105 983 28,800 SH   SOLE 0 28,800 0
ZYNGA INC CL A 98986T108 3,245 886,814 SH   SOLE 0 886,814 0