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
ACADIA HEALTHCARE COMPANY IN COM 00404A109 1,218 31,100 SH   SOLE   31,100 0 0
ACUITY BRANDS INC COM 00508Y102 8,612 61,870 SH   SOLE   61,870 0 0
ADOBE SYS INC COM 00724F101 234,472 1,085,115 SH   SOLE   1,085,115 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 12,169 102,650 SH   SOLE   102,650 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,042 30,520 SH   SOLE   30,520 0 0
AIR PRODS & CHEMS INC COM 009158106 1,961 12,330 SH   SOLE   12,330 0 0
AK STL HLDG CORP COM 001547108 774 170,970 SH   SOLE   170,970 0 0
AKORN INC COM 009728106 11,422 610,460 SH   SOLE   610,460 0 0
ALCOA CORP COM 013872106 11,828 263,070 SH   SOLE   263,070 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 204,409 1,113,702 SH   SOLE   1,113,702 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,139 32,410 SH   SOLE   32,410 0 0
ALLSTATE CORP COM 020002101 9,938 104,830 SH   SOLE   104,830 0 0
ALLY FINL INC COM 02005N100 8,526 314,040 SH   SOLE   314,040 0 0
ALPHABET INC CAP STK CL C 02079K107 473,216 458,636 SH   SOLE   458,636 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 2,654 188,870 SH   SOLE   188,870 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 23,840 1,196,200 SH   SOLE   1,196,200 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 121,023 1,100,813 SH   SOLE   1,100,813 0 0
ANTHEM INC COM 036752103 8,663 39,430 SH   SOLE   39,430 0 0
APPLE INC COM 037833100 2,916 17,380 SH   SOLE   17,380 0 0
APPLIED MATLS INC COM 038222105 10,287 184,980 SH   SOLE   184,980 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 2,621 37,560 SH   SOLE   37,560 0 0
ATKORE INTL GROUP INC COM 047649108 2,627 132,332 SH   SOLE   132,332 0 0
AVIS BUDGET GROUP COM 053774105 36,831 786,320 SH   SOLE   786,320 0 0
AXALTA COATING SYS LTD COM G0750C108 1,807 59,840 SH   SOLE   59,840 0 0
BAIDU INC SPON ADR REP A 056752108 7,696 34,480 SH   SOLE   34,480 0 0
BANK OF THE OZARKS COM 063904106 4,068 84,280 SH   SOLE   84,280 0 0
BARNES & NOBLE INC COM 067774109 7,009 1,415,910 SH   SOLE   1,415,910 0 0
BED BATH & BEYOND INC COM 075896100 18,290 871,349 SH   SOLE   871,349 0 0
BEST BUY INC COM 086516101 3,033 43,330 SH   SOLE   43,330 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 8,317 209,330 SH   SOLE   209,330 0 0
BJS RESTAURANTS INC COM 09180C106 21,613 481,360 SH   SOLE   481,360 0 0
BLACKBERRY LTD COM 09228F103 6,671 580,130 SH   SOLE   580,130 0 0
BLOOMIN BRANDS INC COM 094235108 14,602 601,381 SH   SOLE   601,381 0 0
BOEING CO COM 097023105 11,230 34,250 SH   SOLE   34,250 0 0
BOOKING HLDGS INC COM 09857L108 11,251 5,408 SH   SOLE   5,408 0 0
BOOT BARN HLDGS INC COM 099406100 1,171 66,052 SH   SOLE   66,052 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,960 71,740 SH   SOLE   71,740 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,528 25,350 SH   SOLE   25,350 0 0
BRINKER INTL INC COM 109641100 22,865 633,380 SH   SOLE   633,380 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 77,170 1,337,673 SH   SOLE   1,337,673 0 0
BUNGE LIMITED COM G16962105 2,534 34,270 SH   SOLE   34,270 0 0
BURLINGTON STORES INC COM 122017106 10,070 75,630 SH   SOLE   75,630 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 8,651 235,280 SH   SOLE   235,280 0 0
CARTER INC COM 146229109 4,370 41,980 SH   SOLE   41,980 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 6,348 1,739,167 SH   SOLE   1,739,167 0 0
CENTENE CORP DEL COM 15135B101 68,532 641,262 SH   SOLE   641,262 0 0
CHEESECAKE FACTORY INC COM 163072101 7,962 165,110 SH   SOLE   165,110 0 0
CHICOS FAS INC COM 168615102 5,363 593,210 SH   SOLE   593,210 0 0
CHILDRENS PL INC COM 168905107 14,181 104,850 SH   SOLE   104,850 0 0
CIENA CORP COM NEW 171779309 37,933 1,464,594 SH   SOLE   1,464,594 0 0
CIGNA CORPORATION COM 125509109 7,919 47,210 SH   SOLE   47,210 0 0
CITIZENS FINL GROUP INC COM 174610105 8,450 201,280 SH   SOLE   201,280 0 0
CITRIX SYS INC COM 177376100 9,248 99,660 SH   SOLE   99,660 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 12,600 156,520 SH   SOLE   156,520 0 0
COHERENT INC COM 192479103 7,828 41,770 SH   SOLE   41,770 0 0
COLGATE PALMOLIVE CO COM 194162103 2,639 36,820 SH   SOLE   36,820 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 13,157 172,140 SH   SOLE   172,140 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 984 248,450 SH   SOLE   248,450 0 0
CONNS INC COM 208242107 8,437 248,160 SH   SOLE   248,160 0 0
CREDIT ACCEP CORP MICH COM 225310101 8,647 26,170 SH   SOLE   26,170 0 0
CROCS INC COM 227046109 3,691 227,130 SH   SOLE   227,130 0 0
DAVITA INC COM 23918K108 8,610 130,580 SH   SOLE   130,580 0 0
DECKERS OUTDOOR CORP COM 243537107 6,838 75,950 SH   SOLE   75,950 0 0
DILLARDS INC CL A 254067101 1,927 23,990 SH   SOLE   23,990 0 0
DINE BRANDS GLOBAL INC COM 254423106 19,572 298,450 SH   SOLE   298,450 0 0
DISCOVER FINL SVCS COM 254709108 7,998 111,190 SH   SOLE   111,190 0 0
DOLLAR TREE INC COM 256746108 17,223 181,490 SH   SOLE   181,490 0 0
DOMINOS PIZZA INC COM 25754A201 24,697 105,740 SH   SOLE   105,740 0 0
DOWDUPONT INC COM 26078J100 295,147 4,632,671 SH   SOLE   4,632,671 0 0
DSW INC CL A 23334L102 4,185 186,340 SH   SOLE   186,340 0 0
DXC TECHNOLOGY CO COM 23355L106 112,853 1,122,584 SH   SOLE   1,122,584 0 0
EBAY INC COM 278642103 11,919 296,200 SH   SOLE   296,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,437 74,810 SH   SOLE   74,810 0 0
ELECTRONIC ARTS INC COM 285512109 12,933 106,670 SH   SOLE   106,670 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 2,603 43,690 SH   SOLE   43,690 0 0
ENTEGRIS INC COM 29362U104 10,529 302,560 SH   SOLE   302,560 0 0
ENVISION HEALTHCARE CORP COM 29414D100 362,234 9,425,801 SH   SOLE   9,425,801 0 0
ETSY INC COM 29786A106 24,223 863,250 SH   SOLE   863,250 0 0
EXPEDIA GROUP INC COM NEW 30212P303 9,473 85,800 SH   SOLE   85,800 0 0
FACEBOOK INC CL A 30303M102 491,142 3,073,670 SH   SOLE   3,073,670 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 7,509 365,920 SH   SOLE   365,920 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 3,689 199,430 SH   SOLE   199,430 0 0
FIVE BELOW INC COM 33829M101 22,504 306,840 SH   SOLE   306,840 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 72,233 356,704 SH   SOLE   356,704 0 0
FOOT LOCKER INC COM 344849104 18,823 413,337 SH   SOLE   413,337 0 0
FOSSIL GROUP INC COM 34988V106 6,565 516,939 SH   SOLE   516,939 0 0
FREEPORT-MCMORAN INC CL B 35671D857 3,458 196,790 SH   SOLE   196,790 0 0
GAMESTOP CORP NEW CL A 36467W109 2,043 161,860 SH   SOLE   161,860 0 0
GENERAC HLDGS INC COM 368736104 11,885 258,870 SH   SOLE   258,870 0 0
GENERAL DYNAMICS CORP COM 369550108 2,083 9,430 SH   SOLE   9,430 0 0
GENERAL MTRS CO COM 37045V100 3,603 99,140 SH   SOLE   99,140 0 0
GENESCO INC COM 371532102 8,696 214,188 SH   SOLE   214,188 0 0
GENUINE PARTS CO COM 372460105 4,566 50,820 SH   SOLE   50,820 0 0
GRAINGER W W INC COM 384802104 10,201 36,140 SH   SOLE   36,140 0 0
GRAND CANYON ED INC COM 38526M106 12,970 123,620 SH   SOLE   123,620 0 0
GRAY TELEVISION INC COM 389375106 8,272 651,323 SH   SOLE   651,323 0 0
GRUBHUB INC COM 400110102 20,730 204,300 SH   SOLE   204,300 0 0
GUESS INC COM 401617105 1,446 69,730 SH   SOLE   69,730 0 0
HCA HEALTHCARE INC COM 40412C101 1,316 13,570 SH   SOLE   13,570 0 0
HIBBETT SPORTS INC COM 428567101 23,410 977,460 SH   SOLE   977,460 0 0
HOME DEPOT INC COM 437076102 2,053 11,520 SH   SOLE   11,520 0 0
HOMOLOGY MEDICINES INC COM 438083107 12,447 717,793 SH   SOLE   717,793 0 0
HUMANA INC COM 444859102 12,135 45,140 SH   SOLE   45,140 0 0
IMPAX LABORATORIES INC COM 45256B101 78,640 4,043,203 SH   SOLE   4,043,203 0 0
INGREDION INC COM 457187102 2,244 17,410 SH   SOLE   17,410 0 0
INPHI CORP COM 45772F107 66,884 2,222,073 SH   SOLE   2,222,073 0 0
INTEL CORP COM 458140100 311,116 5,973,804 SH   SOLE   5,973,804 0 0
INTL PAPER CO COM 460146103 2,513 47,030 SH   SOLE   47,030 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,604 30,530 SH   SOLE   30,530 0 0
JACK IN THE BOX INC COM 466367109 1,789 20,970 SH   SOLE   20,970 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 9,416 62,360 SH   SOLE   62,360 0 0
JOHNSON & JOHNSON COM 478160104 12,664 98,820 SH   SOLE   98,820 0 0
KKR & CO L P DEL COM UNITS 48248M102 6,465 318,480 SH   SOLE   318,480 0 0
KOHLS CORP COM 500255104 9,616 146,790 SH   SOLE   146,790 0 0
LAM RESEARCH CORP COM 512807108 9,256 45,560 SH   SOLE   45,560 0 0
LAS VEGAS SANDS CORP COM 517834107 63,726 886,310 SH   SOLE   886,310 0 0
LEAR CORP COM NEW 521865204 11,977 64,360 SH   SOLE   64,360 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 9,215 302,820 SH   SOLE   302,820 0 0
LOUISIANA PAC CORP COM 546347105 2,304 80,090 SH   SOLE   80,090 0 0
LOWES COS INC COM 548661107 182,052 2,074,670 SH   SOLE   2,074,670 0 0
LULULEMON ATHLETICA INC COM 550021109 39,823 446,850 SH   SOLE   446,850 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,693 16,020 SH   SOLE   16,020 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 1,268 5,160 SH   SOLE   5,160 0 0
MARATHON OIL CORP COM 565849106 9,617 596,190 SH   SOLE   596,190 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,592 54,760 SH   SOLE   54,760 0 0
MEDICINES CO COM 584688105 29,852 906,251 SH   SOLE   906,251 0 0
MEDIFAST INC COM 58470H101 3,473 37,160 SH   SOLE   37,160 0 0
MERCADOLIBRE INC COM 58733R102 9,312 26,130 SH   SOLE   26,130 0 0
MGM RESORTS INTERNATIONAL COM 552953101 78,460 2,240,443 SH   SOLE   2,240,443 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,379 22,220 SH   SOLE   22,220 0 0
MICHAELS COS INC COM 59408Q106 490 24,850 SH   SOLE   24,850 0 0
MICROSOFT CORP COM 594918104 380,237 4,166,070 SH   SOLE   4,166,070 0 0
MOHAWK INDS INC COM 608190104 245,903 1,058,922 SH   SOLE   1,058,922 0 0
MOLSON COORS BREWING CO CL B 60871R209 81,488 1,081,747 SH   SOLE   1,081,747 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 8,988 157,110 SH   SOLE   157,110 0 0
NAVIENT CORPORATION COM 63938C108 8,048 613,380 SH   SOLE   613,380 0 0
NETFLIX INC COM 64110L106 16,631 56,310 SH   SOLE   56,310 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 9,196 104,920 SH   SOLE   104,920 0 0
NIKE INC CL B 654106103 19,550 294,250 SH   SOLE   294,250 0 0
NORDSTROM INC COM 655664100 11,885 245,517 SH   SOLE   245,517 0 0
NVIDIA CORP COM 67066G104 11,936 51,540 SH   SOLE   51,540 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 12,871 52,030 SH   SOLE   52,030 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 19,929 330,490 SH   SOLE   330,490 0 0
ON SEMICONDUCTOR CORP COM 682189105 10,758 439,810 SH   SOLE   439,810 0 0
ORION ENGINEERED CARBONS S A COM L72967109 9,027 333,100 SH   SOLE   333,100 0 0
OXFORD INDS INC COM 691497309 758 10,170 SH   SOLE   10,170 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 24,955 12,173,094 SH   SOLE   12,173,094 0 0
PENN NATL GAMING INC COM 707569109 7,304 278,150 SH   SOLE   278,150 0 0
PHILIP MORRIS INTL INC COM 718172109 72,662 731,009 SH   SOLE   731,009 0 0
PLANET FITNESS INC CL A 72703H101 3,596 95,220 SH   SOLE   95,220 0 0
POLARIS INDS INC COM 731068102 1,340 11,700 SH   SOLE   11,700 0 0
PROCTER AND GAMBLE CO COM 742718109 1,582 19,950 SH   SOLE   19,950 0 0
PROTO LABS INC COM 743713109 10,203 86,800 SH   SOLE   86,800 0 0
RALPH LAUREN CORP CL A 751212101 34,103 305,040 SH   SOLE   305,040 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 4,534 78,170 SH   SOLE   78,170 0 0
ROSS STORES INC COM 778296103 3,643 46,720 SH   SOLE   46,720 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 7,680 665,530 SH   SOLE   665,530 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 8,341 70,840 SH   SOLE   70,840 0 0
S&P GLOBAL INC COM 78409V104 12,293 64,340 SH   SOLE   64,340 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 8,074 495,350 SH   SOLE   495,350 0 0
SCHWAB CHARLES CORP NEW COM 808513105 177,979 3,408,259 SH   SOLE   3,408,259 0 0
SEARS HLDGS CORP COM 812350106 3,291 1,232,520 SH   SOLE   1,232,520 0 0
SEAWORLD ENTMT INC COM 81282V100 14,841 1,000,720 SH   SOLE   1,000,720 0 0
SELECT MED HLDGS CORP COM 81619Q105 97 5,600 SH   SOLE   5,600 0 0
SHIRE PLC SPONSORED ADR 82481R106 255,969 1,713,431 SH   SOLE   1,713,431 0 0
SIGNET JEWELERS LIMITED SHS G81276100 282 7,310 SH   SOLE   7,310 0 0
SINA CORP ORD G81477104 7,772 74,540 SH   SOLE   74,540 0 0
SM ENERGY CO COM 78454L100 7,151 396,610 SH   SOLE   396,610 0 0
SNAP INC CL A 83304A106 80,541 5,075,029 SH   SOLE   5,075,029 0 0
SOTHEBYS COM 835898107 9,083 177,030 SH   SOLE   177,030 0 0
SOUTHWEST AIRLS CO COM 844741108 9,216 160,900 SH   SOLE   160,900 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 11,169 133,440 SH   SOLE   133,440 0 0
SPROUTS FMRS MKT INC COM 85208M102 11,091 472,550 SH   SOLE   472,550 0 0
STARBUCKS CORP COM 855244109 15,785 272,680 SH   SOLE   272,680 0 0
STEEL DYNAMICS INC COM 858119100 8,014 181,230 SH   SOLE   181,230 0 0
T MOBILE US INC COM 872590104 218,975 3,587,404 SH   SOLE   3,587,404 0 0
TAILORED BRANDS INC COM 87403A107 18,839 751,770 SH   SOLE   751,770 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 9,365 214,000 SH   SOLE   214,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,952 112,010 SH   SOLE   112,010 0 0
TAL ED GROUP SPONSORED ADS 874080104 9,004 242,770 SH   SOLE   242,770 0 0
TAPESTRY INC COM 876030107 27,922 530,730 SH   SOLE   530,730 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 3,342 56,430 SH   SOLE   56,430 0 0
TECK RESOURCES LTD CL B 878742204 7,829 303,920 SH   SOLE   303,920 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,762 72,680 SH   SOLE   72,680 0 0
TERADATA CORP DEL COM 88076W103 8,754 220,680 SH   SOLE   220,680 0 0
TEXAS INSTRS INC COM 882508104 8,832 85,010 SH   SOLE   85,010 0 0
TIFFANY & CO NEW COM 886547108 47,697 488,400 SH   SOLE   488,400 0 0
TJX COS INC NEW COM 872540109 23,387 286,740 SH   SOLE   286,740 0 0
TORO CO COM 891092108 1,046 16,750 SH   SOLE   16,750 0 0
TRANSOCEAN LTD REG SHS H8817H100 8,724 881,210 SH   SOLE   881,210 0 0
TREEHOUSE FOODS INC COM 89469A104 1,005 26,260 SH   SOLE   26,260 0 0
TWITTER INC COM 90184L102 11,954 412,050 SH   SOLE   412,050 0 0
UNDER ARMOUR INC CL C 904311206 2,311 161,020 SH   SOLE   161,020 0 0
UNITED STATES STL CORP NEW COM 912909108 1,215 34,520 SH   SOLE   34,520 0 0
UNITEDHEALTH GROUP INC COM 91324P102 8,838 41,300 SH   SOLE   41,300 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 455,884 3,850,048 SH   SOLE   3,850,048 0 0
URBAN OUTFITTERS INC COM 917047102 30,996 838,640 SH   SOLE   838,640 0 0
V F CORP COM 918204108 26,077 351,820 SH   SOLE   351,820 0 0
VALE S A ADR 91912E105 7,146 561,800 SH   SOLE   561,800 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 10,125 635,980 SH   SOLE   635,980 0 0
VARIAN MED SYS INC COM 92220P105 9,505 77,500 SH   SOLE   77,500 0 0
VERIFONE SYS INC COM 92342Y109 2,870 186,620 SH   SOLE   186,620 0 0
VISA INC COM CL A 92826C839 321,483 2,687,532 SH   SOLE   2,687,532 0 0
VMWARE INC CL A COM 928563402 10,290 84,850 SH   SOLE   84,850 0 0
WADDELL & REED FINL INC CL A 930059100 850 42,070 SH   SOLE   42,070 0 0
WALMART INC COM 931142103 4,011 45,080 SH   SOLE   45,080 0 0
WASTE CONNECTIONS INC COM 94106B101 273,476 3,812,042 SH   SOLE   3,812,042 0 0
WATERS CORP COM 941848103 11,025 55,500 SH   SOLE   55,500 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 28,431 446,187 SH   SOLE   446,187 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 12,510 64,610 SH   SOLE   64,610 0 0
WENDYS CO COM 95058W100 14,540 828,510 SH   SOLE   828,510 0 0
WESTLAKE CHEM CORP COM 960413102 9,231 83,050 SH   SOLE   83,050 0 0
WILLIAMS SONOMA INC COM 969904101 15,920 301,750 SH   SOLE   301,750 0 0
WINGSTOP INC COM 974155103 29,590 626,500 SH   SOLE   626,500 0 0
WOLVERINE WORLD WIDE INC COM 978097103 16,612 574,803 SH   SOLE   574,803 0 0
YY INC ADS REPCOM CLA 98426T106 6,641 63,130 SH   SOLE   63,130 0 0
ZOES KITCHEN INC COM 98979J109 3,064 212,215 SH   SOLE   212,215 0 0
ZOETIS INC CL A 98978V103 1,580 18,920 SH   SOLE   18,920 0 0