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 13,617 64,045 SH   SOLE   0 64,045 0
ABBOTT LABORATORIES COM 002824100 13,554 232,859 SH   SOLE   0 232,859 0
ABIOMED INC COM 003654100 110,052 226,150 SH   SOLE   0 226,150 0
ACCELERON PHARMA INC COM 00434H108 36,893 942,844 SH   SOLE   0 942,844 0
ACUITY BRANDS INC COM 00508Y102 56,200 406,377 SH   SOLE   0 406,377 0
ACXIOM CORPORATION COM 005125109 1,117 49,200 SH   SOLE   0 49,200 0
ADVANCED MICRO DEVICES COM 007903107 24,931 2,616,141 SH   SOLE   0 2,616,141 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 12,445 444,950 SH   SOLE   0 444,950 0
AFFILIATED MANAGERS GROUP, INC. COM 008252108 7,376 38,908 SH   SOLE   0 38,908 0
AFLAC INCORPORATED COM 001055102 18,036 412,168 SH   SOLE   0 412,168 0
AGCO CORPORATION COM 001084102 10,672 164,575 SH   SOLE   0 164,575 0
AGILENT TECHNOLOGIES INC COM 00846U101 4,575 71,021 SH   SOLE   0 71,021 0
AIMMUNE THERAPEUTICS INC COM 00900T107 28,609 964,906 SH   SOLE   0 964,906 0
AKEBIA THERAPEUTICS INC COM 00972D105 20,319 2,060,804 SH   SOLE   0 2,060,804 0
ALASKA AIR GROUP, INC. COM 011659109 8,947 144,400 SH   SOLE   0 144,400 0
ALBANY INTERNATIONAL CORP. COM 012348108 3,973 63,375 SH   SOLE   0 63,375 0
ALBEMARLE CORP COM 012653101 3,950 42,600 SH   SOLE   0 42,600 0
ALIGN TECHNOLOGY INC COM 016255101 74,133 345,888 SH   SOLE   0 345,888 0
ALLEGION PLC COM G0176J109 23,722 284,995 SH   SOLE   0 284,995 0
ALLIANZ SE ADR 018805101 16,147 715,926 SH   SOLE   0 715,926 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 6,647 170,175 SH   SOLE   0 170,175 0
ALMOST FAMILY INC COM 020409108 35,882 64,075 SH   SOLE   0 64,075 0
ALTRIA GROUP INC COM 02209S103 13,737 227,022 SH   SOLE   0 227,022 0
AMBARELLA INC COM G037AX101 34,489 70,400 SH   SOLE   0 70,400 0
AMDOCS LTD COM G02602103 2,456 37,343 SH   SOLE   0 37,343 0
AMERCO COM 023586100 6,694 19,400 SH   SOLE   0 19,400 0
AMERICAN EAGLE OUTFITTER COM 02553E106 13,540 679,400 SH   SOLE   0 679,400 0
AMERICAN WATER WOR COM 030420103 1,973 24,025 SH   SOLE   0 24,025 0
AMERIPRISE FINANCIAL INC COM 03076C106 53,438 374,563 SH   SOLE   0 374,563 0
AMETEK INC COM 031100100 7,014 93,951 SH   SOLE   0 93,951 0
AMICUS THERAPEUTICS INC COM 03152W109 26,327 1,859,320 SH   SOLE   0 1,859,320 0
AMN HEALTHCARE SVS COM 001744101 6,024 106,150 SH   SOLE   0 106,150 0
AMPHENOL CORP-CL A COM 032095101 29,670 353,014 SH   SOLE   0 353,014 0
ANALOG DEVICES INC. COM 032654105 11,680 128,752 SH   SOLE   0 128,752 0
ANDEAVOR COM 03349M105 25,361 252,200 SH   SOLE   0 252,200 0
ANSYS INC COM 03662Q105 2,376 15,445 SH   SOLE   0 15,445 0
APPLE INC COM 037833100 22,612 135,662 SH   SOLE   0 135,662 0
APTIV PLC COM G6095L109 24,334 298,286 SH   SOLE   0 298,286 0
ARCH CAPITAL GROUP LTD COM G0450A105 13,117 153,533 SH   SOLE   0 153,533 0
ARISTA NETWORKS INC COM 040413106 42,169 165,175 SH   SOLE   0 165,175 0
ARTHUR J GALLAGHER & CO COM 363576109 5,227 77,901 SH   SOLE   0 77,901 0
ASPEN TECHNOLOGY, INC. COM 045327103 7,439 94,300 SH   SOLE   0 94,300 0
ASTRONICS CORP COM 046433108 3,734 100,125 SH   SOLE   0 100,125 0
AT&T INC COM 00206R102 17,472 497,789 SH   SOLE   0 497,789 0
ATARA BIOTHERAPEUTICS INC COM 046513107 47,469 1,286,445 SH   SOLE   0 1,286,445 0
ATMOS ENERGY CORPORATION COM 049560105 42,383 503,124 SH   SOLE   0 503,124 0
AUTODESK INC COM 052769106 37,292 303,811 SH   SOLE   0 303,811 0
AVEXIS INC COM 05366U100 25,820 217,163 SH   SOLE   0 217,163 0
BALCHEM CORP COM 057665200 4,510 55,180 SH   SOLE   0 55,180 0
BALL CORP COM 058498106 31,321 805,398 SH   SOLE   0 805,398 0
BANCOLOMBIA S.A. ADR 05968L102 171,042 407,049 SH   SOLE   0 407,049 0
BERRY GLOBAL GROUP INC COM 08579W103 3,797 70,807 SH   SOLE   0 70,807 0
BEST BUY CO., INC. COM 086516101 13,894 198,525 SH   SOLE   0 198,525 0
BHP BILLITON LIMITED ADR 088606108 13,762 309,751 SH   SOLE   0 309,751 0
BIG LOTS INC COM 089302103 4,781 109,850 SH   SOLE   0 109,850 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 16,935 690,417 SH   SOLE   0 690,417 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 21,602 279,498 SH   SOLE   0 279,498 0
BIO-TECHNE CORP COM 09073M104 125 830 SH   SOLE   0 830 0
BIOTELEMETRY INC COM 090672106 4,722 152,100 SH   SOLE   0 152,100 0
BLOCK(H&R)INC COM 093671105 12,706 500,050 SH   SOLE   0 500,050 0
BLUEBIRD BIO INC COM 09609G100 24,676 152,795 SH   SOLE   0 152,795 0
BOFI HLDG INC COM 05566U108 5,064 124,950 SH   SOLE   0 124,950 0
BOSTON PROPERTIES INC COM 101121101 1,929 15,882 SH   SOLE   0 15,882 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 44,386 653,678 SH   SOLE   0 653,678 0
BRINK'S CO/THE COM 109696104 24,322 345,004 SH   SOLE   0 345,004 0
BRUKER CORPORATION COM 116794108 54,215 181,200 SH   SOLE   0 181,200 0
BRUNSWICK CORP COM 117043109 35,708 623,727 SH   SOLE   0 623,727 0
BUILDERS FIRSTSOURCE INC COM 12008R107 63,635 3,393,907 SH   SOLE   0 3,393,907 0
BURLINGTON STORES INC COM 122017106 144,112 1,080,259 SH   SOLE   0 1,080,259 0
BWX TECHNOLOGIES INC COM 05605H100 14,677 231,025 SH   SOLE   0 231,025 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 29,244 317,086 SH   SOLE   0 317,086 0
CAMBREX CORP COM 132011107 4,522 86,475 SH   SOLE   0 86,475 0
CAMDEN PROPERTY TRUST COM 133131102 7,207 86,774 SH   SOLE   0 86,774 0
CAMPING WORLD HOLDINGS INC-A COM 13462K109 27,659 935,381 SH   SOLE   0 935,381 0
CANADA GOOSE HOLDINGS INC COM 135086106 10,975 335,135 SH   SOLE   0 335,135 0
CARBONITE INC COM 141337105 5,325 184,900 SH   SOLE   0 184,900 0
CARETRUST REIT INC COM 14174T107 1,759 131,325 SH   SOLE   0 131,325 0
CARNIVAL CORP COM 143658300 20,797 321,837 SH   SOLE   0 321,837 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,594 36,150 SH   SOLE   0 36,150 0
CASEY'S GENERAL STORES INC COM 147528103 50,692 464,214 SH   SOLE   0 464,214 0
CATALENT INC COM 148806102 22,941 584,355 SH   SOLE   0 584,355 0
CBOE GLOBAL MARKETS INC COM 12503M108 9,218 80,796 SH   SOLE   0 80,796 0
CELANESE CORPORATION COM 150870103 12,293 122,675 SH   SOLE   0 122,675 0
CENTENE CORP COM 15135B101 32,031 301,476 SH   SOLE   0 301,476 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 15,288 405,220 SH   SOLE   0 405,220 0
CHART INDUSTRIES INC COM 16115Q308 68,307 1,189,196 SH   SOLE   0 1,189,196 0
CHEESECAKE FACTORY COM 163072101 3,233 67,050 SH   SOLE   0 67,050 0
CHEMICAL FINANCIAL CORP COM 163731102 2,372 44,014 SH   SOLE   0 44,014 0
CHEVRON CORP COM 166764100 16,595 147,861 SH   SOLE   0 147,861 0
CHIPOTLE MEXICAN G COM 169656105 3,828 11,850 SH   SOLE   0 11,850 0
CHURCH & DWIGHT CO INC COM 171340102 3,575 73,078 SH   SOLE   0 73,078 0
CIGNA CORP COM 125509109 25,458 154,619 SH   SOLE   0 154,619 0
CIMAREX ENERGY CO COM 171798101 2,290 25,503 SH   SOLE   0 25,503 0
CINEMARK HOLDINGS INC COM 17243V102 18,541 493,782 SH   SOLE   0 493,782 0
CISCO SYSTEMS INC COM 17275R102 18,904 460,974 SH   SOLE   0 460,974 0
CITIZENS FINANCIAL GROUP INC COM 174610105 14,395 342,917 SH   SOLE   0 342,917 0
CMS ENERGY CORPORATION COM 125896100 1,348 29,775 SH   SOLE   0 29,775 0
CNO FINANCIAL GROUP, INC. COM 12621E103 4,615 212,975 SH   SOLE   0 212,975 0
COCA-COLA CO/THE COM 191216100 17,217 403,492 SH   SOLE   0 403,492 0
COGNEX CORP COM 192422103 73,787 1,511,418 SH   SOLE   0 1,511,418 0
COHEN & STEERS INC COM 19247A100 4,482 110,251 SH   SOLE   0 110,251 0
COHERENT INC COM 192479103 106,987 801,392 SH   SOLE   0 801,392 0
COLUMBIA BANKING SYSTEM, INC. COM 197236102 508 12,130 SH   SOLE   0 12,130 0
COMERICA INCORPORATED COM 200340107 28,565 297,775 SH   SOLE   0 297,775 0
CONAGRA BRANDS INC COM 205887102 5,527 149,875 SH   SOLE   0 149,875 0
CONCHO RESOURCES INC COM 20605P101 4,870 34,682 SH   SOLE   0 34,682 0
CONSTELLATION BRANDS INC-A COM 21036P108 41,193 180,546 SH   SOLE   0 180,546 0
COOPER COS INC/THE COM 216648402 3,364 15,180 SH   SOLE   0 15,180 0
CORE LABORATORIES N.V. COM N22717107 2,622 24,651 SH   SOLE   0 24,651 0
CORNERSTONE ONDEMAND INC COM 21925Y103 57,479 1,481,811 SH   SOLE   0 1,481,811 0
COTIVITI HOLDINGS INC COM 22164K101 45,103 1,350,818 SH   SOLE   0 1,350,818 0
COUSINS PROPERTIES INCORPORATED COM 222795106 22,828 2,630,015 SH   SOLE   0 2,630,015 0
CRACKER BARREL OLD COM 22410J106 16,807 105,575 SH   SOLE   0 105,575 0
CREDICORP COM G2519Y108 19,284 84,938 SH   SOLE   0 84,938 0
CROWN CASTLE INTL CORP COM 22822V101 28,261 259,755 SH   SOLE   0 259,755 0
CUTERA INC COM 232109108 3,280 65,290 SH   SOLE   0 65,290 0
D.R. HORTON, INC. COM 23331A109 4,586 104,625 SH   SOLE   0 104,625 0
DARDEN RESTAURANTS, INC. COM 237194105 47,740 56,000 SH   SOLE   0 56,000 0
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 24,672 615,426 SH   SOLE   0 615,426 0
DELTA AIR LINES INC COM 247361702 22,708 437,124 SH   SOLE   0 437,124 0
DENTSPLY SIRONA INC COM 24906P109 3,512 71,649 SH   SOLE   0 71,649 0
DESCARTES SYS GROUP INC COM 249906108 3,285 115,075 SH   SOLE   0 115,075 0
DEVON ENERGY CORPORATION COM 25179M103 10,108 317,975 SH   SOLE   0 317,975 0
DIAGEO PLC ADR 25243Q205 15,105 111,544 SH   SOLE   0 111,544 0
DIAMONDBACK ENERGY INC COM 25278X109 73,756 601,875 SH   SOLE   0 601,875 0
DISCOVER FINANCIAL SERVICES COM 254709108 5,631 80,939 SH   SOLE   0 80,939 0
DOLLAR TREE INC COM 256746108 29,749 315,138 SH   SOLE   0 315,138 0
DOWDUPONT INC COM 26078J100 12,838 206,943 SH   SOLE   0 206,943 0
DUKE REALTY CORP COM 264411505 1,832 71,192 SH   SOLE   0 71,192 0
DXC TECHNOLOGY CO COM 23355L106 126,754 1,261,650 SH   SOLE   0 1,261,650 0
DYAX CORP CVR COM 267CVR991 242 303,243 SH   SOLE   0 303,243 0
DYCOM INDUSTRIES INC. COM 267475101 20,751 192,800 SH   SOLE   0 192,800 0
EBAY INC. COM 278642103 4,554 113,175 SH   SOLE   0 113,175 0
EDWARDS LIFESCIENCES CORP COM 28176E108 50,326 371,547 SH   SOLE   0 371,547 0
ELECTRONIC ARTS INC COM 285512109 43,919 369,938 SH   SOLE   0 369,938 0
ELECTRONICS FOR IMAGING COM 286082102 2,358 86,300 SH   SOLE   0 86,300 0
ELLIE MAE INC COM 28849P100 32,471 355,896 SH   SOLE   0 355,896 0
ENBRIDGE INC COM 29250N105 12,352 392,505 SH   SOLE   0 392,505 0
ENCOMPASS HEALTH CORP COM 29261A100 42,803 768,748 SH   SOLE   0 768,748 0
ENSTAR GROUP LTD COM G3075P101 51,164 244,572 SH   SOLE   0 244,572 0
ENTEGRIS INC COM 29362U104 56,306 1,683,299 SH   SOLE   0 1,683,299 0
ENVESTNET INC COM 29404K106 5,308 92,650 SH   SOLE   0 92,650 0
EPLUS INC COM 294268107 6,587 84,775 SH   SOLE   0 84,775 0
EPR PROPERTIES COM 26884U109 15,513 280,024 SH   SOLE   0 280,024 0
EQUINIX INC COM 29444U700 3,242 7,936 SH   SOLE   0 7,936 0
EVERCORE INC COM 29977A105 10,241 117,450 SH   SOLE   0 117,450 0
EVEREST RE GROUP COM G3223R108 37,495 146,000 SH   SOLE   0 146,000 0
EVERI HOLDINGS INC COM 30034T103 24,610 3,839,352 SH   SOLE   0 3,839,352 0
EVOLENT HEALTH INC - A COM 30050B101 13,048 945,560 SH   SOLE   0 945,560 0
EXACT SCIENCES CORP COM 30063P105 48,946 1,261,516 SH   SOLE   0 1,261,516 0
EXELIXIS, INC. COM 30161Q104 7,034 317,575 SH   SOLE   0 317,575 0
EXPEDIA GROUP INC COM 30212P303 9,125 82,650 SH   SOLE   0 82,650 0
FABRINET COM G3323L100 2,409 76,800 SH   SOLE   0 76,800 0
FASTENAL CO COM 311900104 2,503 47,041 SH   SOLE   0 47,041 0
FIBROGEN INC COM 31572Q808 27,043 600,966 SH   SOLE   0 600,966 0
FINANCIAL ENGINES COM 317485100 35,560 101,600 SH   SOLE   0 101,600 0
FIRST HAWAIIAN INC COM 32051X108 3,042 110,795 SH   SOLE   0 110,795 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 26,997 1,433,725 SH   SOLE   0 1,433,725 0
FIRST REPUBLIC BANK/CA COM 33616C100 3,487 38,435 SH   SOLE   0 38,435 0
FIRSTCASH INC COM 33767D105 7,851 97,178 SH   SOLE   0 97,178 0
FISERV INC COM 337738108 12,777 179,794 SH   SOLE   0 179,794 0
FLIR SYSTEMS INC COM 302445101 31,408 634,140 SH   SOLE   0 634,140 0
FLOOR & DECOR HOLDINGS INC-A COM 339750101 25,203 488,529 SH   SOLE   0 488,529 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 25,285 442,674 SH   SOLE   0 442,674 0
GARMIN LTD COM H2906T109 9,741 165,300 SH   SOLE   0 165,300 0
GARTNER INC COM 366651107 1,796 15,483 SH   SOLE   0 15,483 0
GENESCO INC COM 371532102 51,062 1,304,280 SH   SOLE   0 1,304,280 0
GENESEE & WYOMING INC-CL A COM 371559105 2,531 37,267 SH   SOLE   0 37,267 0
GENOMIC HEALTH INC COM 37244C101 2,358 75,375 SH   SOLE   0 75,375 0
GEO GROUP INC/THE COM 36162J106 17,195 875,075 SH   SOLE   0 875,075 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 1,322 135,435 SH   SOLE   0 135,435 0
G-III APPAREL GP COM 36237H101 2,971 78,850 SH   SOLE   0 78,850 0
GRACO INC COM 384109104 42,393 947,349 SH   SOLE   0 947,349 0
GRAINGER W W INC COM 384802104 10,975 38,884 SH   SOLE   0 38,884 0
GREAT PLAINS ENERGY INC COM 391164100 12,397 394,709 SH   SOLE   0 394,709 0
GREEN DOT CORP-CLASS A COM 39304D102 59,547 958,585 SH   SOLE   0 958,585 0
GUIDEWIRE SOFTWARE INC COM 40171V100 60,652 770,979 SH   SOLE   0 770,979 0
GULFPORT ENERGY CORPORATION COM 402635304 1,033 107,075 SH   SOLE   0 107,075 0
HAIN CELESTIAL GROUP INC COM 405217100 21,317 687,889 SH   SOLE   0 687,889 0
HARRIS CORP COM 413875105 58,842 366,854 SH   SOLE   0 366,854 0
HEALTHCARE SERVICE COM 421906108 3,218 74,012 SH   SOLE   0 74,012 0
HEALTHEQUITY INC COM 42226A107 53,472 88,325 SH   SOLE   0 88,325 0
HENKEL AG & CO. KGAA ADR 42550U208 15,682 119,341 SH   SOLE   0 119,341 0
HERON THERAPEUTICS INC COM 427746102 33,651 1,274,695 SH   SOLE   0 1,274,695 0
HEXCEL CORP COM 428291108 66,975 1,056,896 SH   SOLE   0 1,056,896 0
HILLTOP HOLDINGS INC COM 432748101 2,887 123,075 SH   SOLE   0 123,075 0
HILTON GRAND VACATIONS INC COM 43283X105 149,473 347,450 SH   SOLE   0 347,450 0
HMS HOLDINGS CORP COM 40425J101 2,641 156,875 SH   SOLE   0 156,875 0
HOME DEPOT INC COM 437076102 19,674 113,792 SH   SOLE   0 113,792 0
HONEYWELL INTERNATIONAL INC COM 438516106 21,123 148,309 SH   SOLE   0 148,309 0
HORMEL FOODS CORP COM 440452100 9,526 277,575 SH   SOLE   0 277,575 0
HOST HOTELS & RESORTS INC COM 44107P104 21,369 1,146,434 SH   SOLE   0 1,146,434 0
HUMANA INC. COM 444859102 8,973 33,379 SH   SOLE   0 33,379 0
HUNT (JB) TRANSPRT SVCS INC COM 445658107 3,406 29,531 SH   SOLE   0 29,531 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 9,105 35,325 SH   SOLE   0 35,325 0
HUNTSMAN CORP COM 447011107 27,089 958,574 SH   SOLE   0 958,574 0
IAC INTERACTIVECORP COM 44919P508 10,215 65,325 SH   SOLE   0 65,325 0
ICU MEDICAL INC COM 44930G107 9,343 37,017 SH   SOLE   0 37,017 0
IDEXX LABORATORIES INC COM 45168D104 53,720 287,859 SH   SOLE   0 287,859 0
IHS MARKIT LTD COM G47567105 38,545 811,137 SH   SOLE   0 811,137 0
II-VI INCORPORATED COM 902104108 7,064 172,725 SH   SOLE   0 172,725 0
ILG INC COM 44967H101 39,057 1,273,887 SH   SOLE   0 1,273,887 0
ILLUMINA INC COM 452327109 44,141 191,980 SH   SOLE   0 191,980 0
IMPAX LABORATORIES INC. COM 45256B101 1,993 102,500 SH   SOLE   0 102,500 0
IMPERVA INC COM 45321L100 39,537 927,014 SH   SOLE   0 927,014 0
IMPINJ INC COM 453204109 1,110 85,325 SH   SOLE   0 85,325 0
INCYTE CORP COM 45337C102 18,266 226,750 SH   SOLE   0 226,750 0
INFINERA CORP COM 45667G103 29,545 2,768,997 SH   SOLE   0 2,768,997 0
INGEVITY CORPORATION COM 45688C107 184 2,509 SH   SOLE   0 2,509 0
INNERWORKINGS INC COM 45773Y105 23,981 264,983 SH   SOLE   0 264,983 0
INPHI CORP COM 45772F107 2,052 68,200 SH   SOLE   0 68,200 0
INSPERITY INC COM 45778Q107 5,405 77,725 SH   SOLE   0 77,725 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 4,599 76,600 SH   SOLE   0 76,600 0
INSULET CORP COM 45784P101 33,573 394,983 SH   SOLE   0 394,983 0
INTUITIVE SURGICAL INC COM 46120E602 29,660 73,987 SH   SOLE   0 73,987 0
IONIS PHARMACEUTICALS, INC. COM 462222100 8,917 202,300 SH   SOLE   0 202,300 0
IPG PHOTONICS CORP COM 44980X109 135,755 589,788 SH   SOLE   0 589,788 0
IQVIA HOLDINGS INC COM 46266C105 22,623 236,395 SH   SOLE   0 236,395 0
IROBOT CORP COM 462726100 3,451 53,775 SH   SOLE   0 53,775 0
J2 GLOBAL, INC. COM 48123V102 6,222 78,850 SH   SOLE   0 78,850 0
JACK HENRY & ASSOC COM 426281101 14,804 122,405 SH   SOLE   0 122,405 0
JETBLUE AIRWAYS CORP COM 477143101 54,287 2,751,539 SH   SOLE   0 2,751,539 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 68,562 634,254 SH   SOLE   0 634,254 0
JOHNSON & JOHNSON COM 478160104 19,561 157,046 SH   SOLE   0 157,046 0
JPMORGAN CHASE & CO COM 46625H100 26,164 242,597 SH   SOLE   0 242,597 0
KEYCORP COM 493267108 18,401 941,250 SH   SOLE   0 941,250 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 39,512 772,638 SH   SOLE   0 772,638 0
KLA-TENCOR CORP COM 482480100 11,519 105,675 SH   SOLE   0 105,675 0
L3 TECHNOLOGIES INC COM 502413107 58,968 28,350 SH   SOLE   0 28,350 0
LABORATORY CRP OF AMER HLDGS COM 50540R409 6,155 38,395 SH   SOLE   0 38,395 0
LAM RESEARCH CORPORATION COM 512807108 10,452 51,450 SH   SOLE   0 51,450 0
LAMAR ADVERTISING COMPANY COM 512816109 15,361 241,298 SH   SOLE   0 241,298 0
LANDSTAR SYSTEM INC COM 515098101 62,368 583,979 SH   SOLE   0 583,979 0
LAZARD LTD-CL A COM G54050102 3,098 59,981 SH   SOLE   0 59,981 0
LEAR CORPORATION COM 521865204 8,704 46,775 SH   SOLE   0 46,775 0
LENDINGTREE INC COM 52603B107 53,874 167,339 SH   SOLE   0 167,339 0
LENNAR CORP-A COM 526057104 26,379 464,178 SH   SOLE   0 464,178 0
LGI HOMES INC COM 50187T106 4,056 57,475 SH   SOLE   0 57,475 0
LIBERTY INTERACTIVE CORP Q-A COM 53071M104 56,572 2,294,086 SH   SOLE   0 2,294,086 0
LIGAND PHARMACEUTICALS COM 53220K504 35,943 224,422 SH   SOLE   0 224,422 0
LINCOLN NATIONAL CORPORATION COM 534187109 8,823 120,775 SH   SOLE   0 120,775 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 1,703 165,850 SH   SOLE   0 165,850 0
LIONS GATE ENTERTAINMENT-A COM 535919401 17,879 704,482 SH   SOLE   0 704,482 0
LIONS GATE ENTERTAINMENT-B COM 535919500 7,338 310,166 SH   SOLE   0 310,166 0
LITTELFUSE INC COM 537008104 45,581 226,749 SH   SOLE   0 226,749 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 9,084 215,575 SH   SOLE   0 215,575 0
LKQ CORP COM 501889208 5,347 143,938 SH   SOLE   0 143,938 0
LOCKHEED MARTIN CORP COM 539830109 22,101 66,371 SH   SOLE   0 66,371 0
LUMENTUM HOLDINGS INC COM 55024U109 36,583 594,857 SH   SOLE   0 594,857 0
MANHATTAN ASSOCIATES INC COM 562750109 31,739 785,826 SH   SOLE   0 785,826 0
MANPOWERGROUP INC COM 56418H100 14,859 129,100 SH   SOLE   0 129,100 0
MARATHON PETROLEUM COMPANY COM 56585A102 28,856 394,700 SH   SOLE   0 394,700 0
MARINEMAX INC COM 567908108 33,997 1,794,050 SH   SOLE   0 1,794,050 0
MARKETAXESS HOLDINGS INC COM 57060D108 32,815 154,591 SH   SOLE   0 154,591 0
MARTIN MARIETTA MATERIALS COM 573284106 110,555 533,125 SH   SOLE   0 533,125 0
MASCO CORPORATION COM 574599106 4,554 112,625 SH   SOLE   0 112,625 0
MATCH GROUP, INC. COM 57665R106 9,721 218,750 SH   SOLE   0 218,750 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 29,071 506,381 SH   SOLE   0 506,381 0
MCDONALD'S CORP COM 580135101 12,299 77,985 SH   SOLE   0 77,985 0
MEDIDATA SOLUTIONS INC COM 58471A105 31,691 511,726 SH   SOLE   0 511,726 0
MEDTRONIC PLC COM G5960L103 9,559 123,380 SH   SOLE   0 123,380 0
MERCK & CO. INC. COM 58933Y105 12,603 236,593 SH   SOLE   0 236,593 0
MERIT MEDICAL SYSTEMS INC COM 589889104 39,143 874,711 SH   SOLE   0 874,711 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 144,298 25,094 SH   SOLE   0 25,094 0
MGM RESORTS INTERNATIONAL COM 552953101 45,378 1,339,375 SH   SOLE   0 1,339,375 0
MICROCHIP TECHNOLOGY INC COM 595017104 40,780 465,372 SH   SOLE   0 465,372 0
MICRON TECHNOLOGY INC COM 595112103 29,142 582,157 SH   SOLE   0 582,157 0
MICROSEMI CORP COM 595137100 28,779 445,981 SH   SOLE   0 445,981 0
MICROSOFT CORP COM 594918104 27,761 313,619 SH   SOLE   0 313,619 0
MIDDLEBY CORP COM 596278101 3,697 29,917 SH   SOLE   0 29,917 0
MOHAWK INDUSTRIES, INC. COM 608190104 7,849 33,800 SH   SOLE   0 33,800 0
MOLINA HEALTHCARE, INC. COM 60855R100 150,140 184,947 SH   SOLE   0 184,947 0
MONRO INC COM 610236101 5,528 103,150 SH   SOLE   0 103,150 0
MONSTER BEVERAGE CORP COM 61174X109 48,818 877,711 SH   SOLE   0 877,711 0
MOODY'S CORP COM 615369105 36,141 227,794 SH   SOLE   0 227,794 0
NASDAQ INC COM 631103108 3,108 36,347 SH   SOLE   0 36,347 0
NATIONAL VISION HOLDINGS INC COM 63845R107 26,545 835,811 SH   SOLE   0 835,811 0
NEKTAR THERAPEUTICS COM 640268108 71,156 720,425 SH   SOLE   0 720,425 0
NESTLE S A ADR 641069406 13,161 166,673 SH   SOLE   0 166,673 0
NEWFIELD EXPLORATION COMPANY COM 651290108 15,839 648,642 SH   SOLE   0 648,642 0
NEWMONT MINING CORPORATION COM 651639106 207,745 531,725 SH   SOLE   0 531,725 0
NICE LTD - SPON ADR COM 653656108 7,761 84,002 SH   SOLE   0 84,002 0
NOBLE ENERGY INC COM 655044105 3,541 121,660 SH   SOLE   0 121,660 0
NORFOLK SOUTHERN CORPORATION COM 655844108 12,233 90,100 SH   SOLE   0 90,100 0
NOVARTIS AG ADR 66987V109 11,323 140,056 SH   SOLE   0 140,056 0
NOVO-NORDISK AS ADR 670100205 15,194 308,509 SH   SOLE   0 308,509 0
NUTRISYSTEM INC COM 67069D108 49,884 1,827,262 SH   SOLE   0 1,827,262 0
NUVASIVE INC COM 670704105 39,220 739,039 SH   SOLE   0 739,039 0
NVIDIA CORP COM 67066G104 34,875 157,770 SH   SOLE   0 157,770 0
OCCIDENTAL PETROLEUM CORP COM 674599105 14,143 218,702 SH   SOLE   0 218,702 0
OCEANEERING INTERNATIONAL, INC. COM 675232102 6,257 337,491 SH   SOLE   0 337,491 0
OLD DOMINION FREIGHT LINE COM 679580100 34,435 243,240 SH   SOLE   0 243,240 0
OLLIE'S BARGAIN OUTLET HOLDI COM 681116109 64,848 1,095,415 SH   SOLE   0 1,095,415 0
OMEGA HEALTHCARE INVESTORS, INC. COM 681936100 4,105 151,823 SH   SOLE   0 151,823 0
OMNICELL INC COM 68213N109 70,308 162,000 SH   SOLE   0 162,000 0
OMNICOM GROUP COM 681919106 2,247 31,530 SH   SOLE   0 31,530 0
ON SEMICONDUCTOR CORP. COM 682189105 11,573 473,175 SH   SOLE   0 473,175 0
ONE GAS, INC. COM 68235P108 10,608 160,681 SH   SOLE   0 160,681 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 101,364 40,975 SH   SOLE   0 40,975 0
OUTFRONT MEDIA INC COM 69007J106 16,171 862,931 SH   SOLE   0 862,931 0
OWENS CORNING COM 690742101 10,017 124,600 SH   SOLE   0 124,600 0
PALO ALTO NETWORKS INC COM 697435105 11,494 63,325 SH   SOLE   0 63,325 0
PARKER-HANNIFIN CORPORATION COM 701094104 14,178 82,900 SH   SOLE   0 82,900 0
PARSLEY ENERGY INC COM 701877102 10,557 364,175 SH   SOLE   0 364,175 0
PATTERSON UTI ENEG COM 703481101 6,806 388,725 SH   SOLE   0 388,725 0
PAYCHEX INC COM 704326107 9,689 157,325 SH   SOLE   0 157,325 0
PEGASYSTEMS INC COM 705573103 61,835 1,034,901 SH   SOLE   0 1,034,901 0
PENN NATIONAL GAMING INC COM 707569109 58,367 2,322,613 SH   SOLE   0 2,322,613 0
PENUMBRA INC COM 70975L107 40,536 361,292 SH   SOLE   0 361,292 0
PEPSICO INC COM 713448108 14,164 132,319 SH   SOLE   0 132,319 0
PERFORMANCE FOOD GROUP CO COM 71377A103 44,469 148,975 SH   SOLE   0 148,975 0
PFIZER INC COM 717081103 20,110 573,756 SH   SOLE   0 573,756 0
PG&E CORPORATION COM 69331C108 5,576 126,950 SH   SOLE   0 126,950 0
PINNACLE FOODS INC COM 72348P104 1,669 31,583 SH   SOLE   0 31,583 0
PLANET FITNESS INC - CL A COM 72703H101 85,371 2,344,082 SH   SOLE   0 2,344,082 0
PLEXUS CORP COM 729132100 1,936 32,425 SH   SOLE   0 32,425 0
PNC FINANCIAL SERVICES GROUP COM 693475105 25,170 169,707 SH   SOLE   0 169,707 0
POLARIS INDUSTRIES COM 731068102 9,404 82,125 SH   SOLE   0 82,125 0
POOL CORP COM 73278L105 106,006 752,112 SH   SOLE   0 752,112 0
POWER INTEGRATIONS COM 739276103 3,814 55,803 SH   SOLE   0 55,803 0
PRA GROUP INC COM 69354N106 3,193 84,032 SH   SOLE   0 84,032 0
PRA HEALTH SCIENCES INC COM 69354M108 71,816 884,003 SH   SOLE   0 884,003 0
PRICE T ROWE GROUP COM 74144T108 9,063 83,946 SH   SOLE   0 83,946 0
PROASSURANCE CORP COM 74267C106 30,577 641,714 SH   SOLE   0 641,714 0
PROCTER & GAMBLE CO/THE COM 742718109 11,772 152,105 SH   SOLE   0 152,105 0
PROGENICS PHARMACEUTICALS COM 743187106 28,070 3,948,024 SH   SOLE   0 3,948,024 0
PROGRESSIVE CORP COM 743315103 67,764 1,132,996 SH   SOLE   0 1,132,996 0
PROLOGIS INC COM 74340W103 11,824 192,575 SH   SOLE   0 192,575 0
PROOFPOINT INC COM 743424103 71,137 632,558 SH   SOLE   0 632,558 0
PROTO LABS INC COM 743713109 7,229 61,500 SH   SOLE   0 61,500 0
PRUDENTIAL PLC ADR 74435K204 38,274 382,746 SH   SOLE   0 382,746 0
PTC INC COM 69370C100 146,545 1,912,790 SH   SOLE   0 1,912,790 0
PUMA BIOTECHNOLOGY INC COM 74587V107 13,383 207,820 SH   SOLE   0 207,820 0
PVH CORPORATION COM 693656100 80,220 52,975 SH   SOLE   0 52,975 0
QTS REALTY TRUST INC COM 74736A103 1,614 44,575 SH   SOLE   0 44,575 0
QUAKER CHEMICAL CORP COM 747316107 100,349 683,441 SH   SOLE   0 683,441 0
QUANTA SERVICES INC COM 74762E102 2,311 68,946 SH   SOLE   0 68,946 0
RADIANT LOGISTICS COM 75025X100 1,155 298,700 SH   SOLE   0 298,700 0
REALPAGE INC COM 75606N109 78,265 1,568,452 SH   SOLE   0 1,568,452 0
RED HAT INC COM 756577102 11,411 76,325 SH   SOLE   0 76,325 0
REINSURANCE GROUP OF AMERICA COM 759351604 5,367 35,638 SH   SOLE   0 35,638 0
RELIANCE STEEL & ALUMINUM COM 759509102 3,927 47,127 SH   SOLE   0 47,127 0
RITCHIE BROS AUCTIONEERS COM 767744105 34,138 1,099,455 SH   SOLE   0 1,099,455 0
ROBERT HALF INTL COM 770323103 97,892 169,100 SH   SOLE   0 169,100 0
ROCKWELL AUTOMATION, INC. COM 773903109 8,379 48,100 SH   SOLE   0 48,100 0
ROPER TECHNOLOGIES INC COM 776696106 5,791 21,093 SH   SOLE   0 21,093 0
ROSS STORES INC COM 778296103 14,373 184,325 SH   SOLE   0 184,325 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 209,430 177,875 SH   SOLE   0 177,875 0
ROYAL DUTCH SHELL PLC ADR 780259107 15,242 232,609 SH   SOLE   0 232,609 0
RPC INC COM 749660106 12,191 676,175 SH   SOLE   0 676,175 0
RSP PERMIAN INC COM 74978Q105 162,788 3,472,397 SH   SOLE   0 3,472,397 0
RYANAIR HOLDINGS PLC ADR 783513203 188,017 153,046 SH   SOLE   0 153,046 0
S&P GLOBAL INC COM 78409V104 14,358 75,150 SH   SOLE   0 75,150 0
SAGE THERAPEUTICS INC COM 78667J108 65,756 451,097 SH   SOLE   0 451,097 0
SAP SE ADR 803054204 14,267 135,671 SH   SOLE   0 135,671 0
SAREPTA THERAPEUTICS INC COM 803607100 49,951 695,904 SH   SOLE   0 695,904 0
SBA COMMUNICATIONS CORP COM 78410G104 50,746 300,064 SH   SOLE   0 300,064 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 13,211 167,658 SH   SOLE   0 167,658 0
SEMPRA ENERGY COM 816851109 12,536 113,837 SH   SOLE   0 113,837 0
SEMTECH CORPORATION COM 816850101 5,940 152,124 SH   SOLE   0 152,124 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 37,275 546,716 SH   SOLE   0 546,716 0
SERITAGE GROWTH PROP- A REIT COM 81752R100 35,623 1,032,564 SH   SOLE   0 1,032,564 0
SERVICENOW INC COM 81762P102 36,329 224,783 SH   SOLE   0 224,783 0
SHERWIN-WILLIAMS CO/THE COM 824348106 32,451 84,977 SH   SOLE   0 84,977 0
SILICON LABORATORIES INC COM 826919102 24,204 278,536 SH   SOLE   0 278,536 0
SIMON PROPERTY GROUP INC COM 828806109 4,776 31,203 SH   SOLE   0 31,203 0
SIRIUS XM HOLDINGS INC COM 82968B103 68,410 11,196,488 SH   SOLE   0 11,196,488 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 10,257 164,750 SH   SOLE   0 164,750 0
SKECHERS USA, INC. COM 830566105 6,832 175,700 SH   SOLE   0 175,700 0
SKF AB ADR 784375404 7,529 369,840 SH   SOLE   0 369,840 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 13,031 129,978 SH   SOLE   0 129,978 0
SMITH (A.O.) CORP COM 831865209 28,836 468,057 SH   SOLE   0 468,057 0
SNAP-ON INC COM 833034101 4,313 29,641 SH   SOLE   0 29,641 0
SOUTHWEST AIRLINES CO COM 844741108 25,999 478,464 SH   SOLE   0 478,464 0
SPECTRUM BRANDS HOLDINGS INC COM 84763R101 3,156 31,807 SH   SOLE   0 31,807 0
SPIRIT AIRLINES COM 848577102 7,817 206,925 SH   SOLE   0 206,925 0
SPLUNK INC COM 848637104 44,489 456,914 SH   SOLE   0 456,914 0
SPRINT CORPORATION COM 85207U105 17,729 3,633,050 SH   SOLE   0 3,633,050 0
SQUARE INC - A COM 852234103 40,703 853,686 SH   SOLE   0 853,686 0
STEEL DYNAMICS, INC. COM 858119100 21,925 495,825 SH   SOLE   0 495,825 0
STERIS PLC COM G84720104 4,527 49,738 SH   SOLE   0 49,738 0
STEVEN MADDEN LTD COM 556269108 53,207 1,234,520 SH   SOLE   0 1,234,520 0
STIFEL FINANCIAL CORP COM 860630102 38,077 662,802 SH   SOLE   0 662,802 0
SUNTRUST BANKS, INC. COM 867914103 30,009 441,050 SH   SOLE   0 441,050 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 7,761 169,475 SH   SOLE   0 169,475 0
SYNOPSYS INC COM 871607107 29,444 364,550 SH   SOLE   0 364,550 0
SYNOVUS FINANCIAL CORP COM 87161C501 83,325 1,706,098 SH   SOLE   0 1,706,098 0
SYSCO CORP COM 871829107 12,696 217,549 SH   SOLE   0 217,549 0
TABLEAU SOFTWARE INC-CL A COM 87336U105 46,567 592,916 SH   SOLE   0 592,916 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 59,155 616,713 SH   SOLE   0 616,713 0
TECHNIPFMC PLC COM G87110105 7,188 244,100 SH   SOLE   0 244,100 0
TELADOC INC COM 87918A105 64,044 1,663,489 SH   SOLE   0 1,663,489 0
TELEDYNE TECHNOLOGIES INC COM 879360105 7,552 40,350 SH   SOLE   0 40,350 0
TELEFLEX INCORPORATED COM 879369106 13,354 52,375 SH   SOLE   0 52,375 0
TENNECO INC. COM 880349105 32,291 58,850 SH   SOLE   0 58,850 0
TERADYNE INC COM 880770102 30,059 686,438 SH   SOLE   0 686,438 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 54,232 607,984 SH   SOLE   0 607,984 0
TEXAS ROADHOUSE COM 882681109 7,924 137,144 SH   SOLE   0 137,144 0
TEXTRON INC. COM 883203101 205,501 348,484 SH   SOLE   0 348,484 0
THE CHEMOURS COMPANY LLC COM 163851108 15,414 316,450 SH   SOLE   0 316,450 0
THE CLOROX COMPANY COM 189054109 7,946 59,700 SH   SOLE   0 59,700 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 12,490 105,950 SH   SOLE   0 105,950 0
THE TIMKEN COMPANY COM 887389104 1,010 221,675 SH   SOLE   0 221,675 0
THE TRADE DESK INC COM 88339J105 2,748 55,400 SH   SOLE   0 55,400 0
THERMON GROUP HOLDINGS INC COM 88362T103 34,961 1,591,313 SH   SOLE   0 1,591,313 0
THOR INDUSTRIES COM 885160101 17,506 152,005 SH   SOLE   0 152,005 0
TIVITY HEALTH INC COM 88870R102 30,191 770,179 SH   SOLE   0 770,179 0
TOTAL SA-SPON ADR COM 89151E109 16,620 292,565 SH   SOLE   0 292,565 0
TRANSUNION COM 89400J107 56,403 1,013,541 SH   SOLE   0 1,013,541 0
TREX COMPANY INC COM 89531P105 67,550 636,909 SH   SOLE   0 636,909 0
TRIPADVISOR INC COM 896945201 19,889 508,429 SH   SOLE   0 508,429 0
TYLER TECHNOLOGIES INC COM 902252105 36,070 176,531 SH   SOLE   0 176,531 0
TYSON FOODS, INC. COM 902494103 9,756 133,300 SH   SOLE   0 133,300 0
ULTA BEAUTY INC COM 90384S303 42,335 20,725 SH   SOLE   0 20,725 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 115,090 490,421 SH   SOLE   0 490,421 0
UMB FINANCIAL CORP COM 902788108 48,904 690,838 SH   SOLE   0 690,838 0
UMPQUA HOLDINGS CO COM 904214103 23,435 1,094,600 SH   SOLE   0 1,094,600 0
UNION PACIFIC CORP COM 907818108 17,090 128,406 SH   SOLE   0 128,406 0
UNITED RENTALS INC COM 911363109 42,207 253,345 SH   SOLE   0 253,345 0
UNIVERSAL DISPLAY COM 91347P105 5,628 55,725 SH   SOLE   0 55,725 0
UNIVERSAL ELECTRONICS INC COM 913483103 75,209 1,502,697 SH   SOLE   0 1,502,697 0
UNUM GROUP COM 91529Y106 9,882 207,575 SH   SOLE   0 207,575 0
US PHYSICAL THERAP COM 90337L108 6,731 82,800 SH   SOLE   0 82,800 0
VAIL RESORTS INC COM 91879Q109 33,780 154,061 SH   SOLE   0 154,061 0
VAREX IMAGING CORPORATION COM 92214X106 29,930 83,650 SH   SOLE   0 83,650 0
VEECO INSTRUMENTS INC COM 922417100 26,602 1,632,083 SH   SOLE   0 1,632,083 0
VEEVA SYSTEMS INC COM 922475108 84,831 116,175 SH   SOLE   0 116,175 0
VERISK ANALYTICS INC COM 92345Y106 2,993 29,468 SH   SOLE   0 29,468 0
VIRTUSA CORP COM 92827P102 3,225 66,550 SH   SOLE   0 66,550 0
VISTEON CORP COM 92839U206 56,020 516,321 SH   SOLE   0 516,321 0
VOYA FINANCIAL INC COM 929089100 4,399 871,250 SH   SOLE   0 871,250 0
VULCAN MATERIALS COMPANY COM 929160109 9,447 82,750 SH   SOLE   0 82,750 0
W.R. BERKLEY CORPORATION COM 084423102 10,503 144,475 SH   SOLE   0 144,475 0
WABCO HOLDINGS INC COM 92927K102 85,010 650,229 SH   SOLE   0 650,229 0
WAGEWORKS INC COM 930427109 15,416 349,189 SH   SOLE   0 349,189 0
WAL MART DE MEXICO S A B DE CV ADR 93114W107 14,183 559,661 SH   SOLE   0 559,661 0
WASTE CONNECTIONS INC COM 94106B101 141,981 1,990,773 SH   SOLE   0 1,990,773 0
WELLS FARGO & CO COM 949746101 14,663 285,560 SH   SOLE   0 285,560 0
WEST PHARMACEUTICAL SERVICES COM 955306105 23,187 272,479 SH   SOLE   0 272,479 0
WESTERN ALLIANCE BANCORP COM 957638109 35,155 622,113 SH   SOLE   0 622,113 0
WESTERN DIGITAL CORP. COM 958102105 16,410 177,850 SH   SOLE   0 177,850 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 16,022 144,150 SH   SOLE   0 144,150 0
WHITE MOUNTNS INSU COM G9618E107 10,240 12,450 SH   SOLE   0 12,450 0
WILEY(JOHN)& SONS COM 968223206 3,157 4,956 SH   SOLE   0 4,956 0
WOODWARD INC COM 980745103 54,163 777,879 SH   SOLE   0 777,879 0
WORKDAY INC COM 98138H101 8,888 69,925 SH   SOLE   0 69,925 0
WORLDPAY INC-CLASS A COM 981558109 30,898 382,639 SH   SOLE   0 382,639 0
WYNDHAM WORLDWIDE CORP COM 98310W108 3,374 30,378 SH   SOLE   0 30,378 0
XILINX INC. COM 983919101 8,499 117,650 SH   SOLE   0 117,650 0
XYLEM, INC. COM 98419M100 14,849 193,050 SH   SOLE   0 193,050 0
ZAYO GROUP HOLDINGS INC COM 98919V105 24,402 701,006 SH   SOLE   0 701,006 0
ZIONS BANCORPORATION COM 989701107 4,511 87,821 SH   SOLE   0 87,821 0
ZOETIS INC COM 98978V103 52,888 651,254 SH   SOLE   0 651,254 0
ZOGENIX INC COM 98978L204 26,111 693,531 SH   SOLE   0 693,531 0