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 9,968 50,675 SH   SOLE   0 50,675 0
51JOB INC SP ADR REP COM 316827104 7,713 79,000 SH   SOLE   0 79,000 0
ABBVIE INC COM 00287Y109 8,082 87,240 SH   SOLE   0 87,240 0
ABIOMED INC COM 003654100 23,126 56,538 SH   SOLE   0 56,538 0
ADOBE SYS INC COM 00724F101 286,001 1,173,050 SH   SOLE   0 1,173,050 0
ADVANCED ENERGY INDS COM 007973100 21,711 373,757 SH   SOLE   0 373,757 0
AFFILIATED MANAGERS GROUP COM 008252108 41,772 280,975 SH   SOLE   0 280,975 0
AFLAC INC COM 001055102 214,278 4,980,913 SH   SOLE   0 4,980,913 0
AGILENT TECHNOLOGIES INC COM 00846U101 176,642 2,856,446 SH   SOLE   0 2,856,446 0
AIR PRODS & CHEMS INC COM 009158106 32,413 208,141 SH   SOLE   0 208,141 0
AIRCASTLE LTD COM G0129K104 179 8,766 SH   SOLE   0 8,766 0
AKAMAI TECHNOLOGIES INC COM 00971T101 35,595 486,080 SH   SOLE   0 486,080 0
ALBEMARLE CORP COM 012653101 1,141 12,100 SH   SOLE   0 12,100 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 47,639 256,777 SH   SOLE   0 256,777 0
ALIGN TECHNOLOGY INC COM 016255101 254,050 742,535 SH   SOLE   0 742,535 0
ALLETE INC COM NEW 018522300 736 9,514 SH   SOLE   0 9,514 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 25,070 619,175 SH   SOLE   0 619,175 0
ALLSTATE CORP COM 020002101 45,507 498,598 SH   SOLE   0 498,598 0
ALPHABET INC CAP STK CL A 02079K305 20,281 17,961 SH   SOLE   0 17,961 0
ALPHABET INC CAP STK CL C 02079K107 104,167 93,369 SH   SOLE   0 93,369 0
ALTRIA GROUP INC COM 02209S103 1,168 20,580 SH   SOLE   0 20,580 0
AMAZON COM INC COM 023135106 110,444 64,975 SH   SOLE   0 64,975 0
AMEREN CORP COM 023608102 410 6,748 SH   SOLE   0 6,748 0
AMERICAN EXPRESS CO COM 025816109 7,643 77,997 SH   SOLE   0 77,997 0
AMERICAN INTL GROUP INC COM NEW 026874784 5,991 113,012 SH   SOLE   0 113,012 0
AMERICAN NATL INS CO COM 028591105 226 1,893 SH   SOLE   0 1,893 0
AMERICAN WTR WKS CO INC NEW COM 030420103 981 11,500 SH   SOLE   0 11,500 0
AMGEN INC COM 031162100 13,176 71,380 SH   SOLE   0 71,380 0
ANNALY CAP MGMT INC COM 035710409 1,005 97,718 SH   SOLE   0 97,718 0
ANSYS INC COM 03662Q105 125,026 717,801 SH   SOLE   0 717,801 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 3,750 209,780 SH   SOLE   0 209,780 0
APPLE INC COM 037833100 189,800 1,025,338 SH   SOLE   0 1,025,338 0
APPLIED MATLS INC COM 038222105 39,385 852,692 SH   SOLE   0 852,692 0
ARCH COAL INC CL A 039380407 32,194 410,489 SH   SOLE   0 410,489 0
ARCONIC INC COM 03965L100 1,085 63,800 SH   SOLE   0 63,800 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 13,667 216,261 SH   SOLE   0 216,261 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 710 23,555 SH   SOLE   0 23,555 0
ASPEN TECHNOLOGY INC COM 045327103 69,913 753,868 SH   SOLE   0 753,868 0
ATHENE HLDG LTD CL A G0684D107 27,555 628,540 SH   SOLE   0 628,540 0
AUTOHOME INC SP ADR RP CL A 05278C107 118,765 1,175,900 SH   SOLE   0 1,175,900 0
AVERY DENNISON CORP COM 053611109 24,764 242,551 SH   SOLE   0 242,551 0
AVON PRODS INC COM 054303102 54 33,359 SH   SOLE   0 33,359 0
AXALTA COATING SYS LTD COM G0750C108 939 31,000 SH   SOLE   0 31,000 0
BAIDU INC SPON ADR REP A 056752108 33,810 139,137 SH   SOLE   0 139,137 0
BANK AMER CORP COM 060505104 7,401 262,570 SH   SOLE   0 262,570 0
BAXTER INTL INC COM 071813109 268,870 3,641,253 SH   SOLE   0 3,641,253 0
BB&T CORP COM 054937107 1,986 39,375 SH   SOLE   0 39,375 0
BEST BUY INC COM 086516101 28,386 380,614 SH   SOLE   0 380,614 0
BIG LOTS INC COM 089302103 24,454 585,326 SH   SOLE   0 585,326 0
BLACK KNIGHT INC COM 09215C105 835 15,600 SH   SOLE   0 15,600 0
BLOCK H & R INC COM 093671105 3,992 175,263 SH   SOLE   0 175,263 0
BOEING CO COM 097023105 302,844 902,639 SH   SOLE   0 902,639 0
BOOKING HLDGS INC COM 09857L108 268,214 132,315 SH   SOLE   0 132,315 0
BORGWARNER INC COM 099724106 630 14,600 SH   SOLE   0 14,600 0
BOSTON BEER INC CL A 100557107 38,681 129,066 SH   SOLE   0 129,066 0
BOSTON SCIENTIFIC CORP COM 101137107 631 19,300 SH   SOLE   0 19,300 0
BRADY CORP CL A 104674106 5,335 138,393 SH   SOLE   0 138,393 0
BRINKER INTL INC COM 109641100 1,117 23,468 SH   SOLE   0 23,468 0
BRISTOL MYERS SQUIBB CO COM 110122108 70,116 1,267,017 SH   SOLE   0 1,267,017 0
BROWN FORMAN CORP CL B 115637209 8,957 182,766 SH   SOLE   0 182,766 0
BRUKER CORP COM 116794108 28,336 975,770 SH   SOLE   0 975,770 0
BUCKLE INC COM 118440106 1,090 40,527 SH   SOLE   0 40,527 0
BWX TECHNOLOGIES INC COM 05605H100 338 5,438 SH   SOLE   0 5,438 0
CABOT CORP COM 127055101 1,517 24,564 SH   SOLE   0 24,564 0
CABOT OIL & GAS CORP COM 127097103 69,813 2,933,351 SH   SOLE   0 2,933,351 0
CADENCE DESIGN SYSTEM INC COM 127387108 183,935 4,246,958 SH   SOLE   0 4,246,958 0
CAMPBELL SOUP CO COM 134429109 1,171 28,900 SH   SOLE   0 28,900 0
CANTEL MEDICAL CORP COM 138098108 489 4,976 SH   SOLE   0 4,976 0
CBRE GROUP INC CL A 12504L109 149,363 3,128,691 SH   SOLE   0 3,128,691 0
CBS CORP NEW CL B 124857202 607 10,800 SH   SOLE   0 10,800 0
CDK GLOBAL INC COM 12508E101 59,348 912,347 SH   SOLE   0 912,347 0
CENTERPOINT ENERGY INC COM 15189T107 108,755 3,924,757 SH   SOLE   0 3,924,757 0
CENTURYLINK INC COM 156700106 1,215 65,200 SH   SOLE   0 65,200 0
CHEMED CORP NEW COM 16359R103 46,438 144,303 SH   SOLE   0 144,303 0
CHEMOURS CO COM 163851108 3,534 79,667 SH   SOLE   0 79,667 0
CHEVRON CORP NEW COM 166764100 161,270 1,275,572 SH   SOLE   0 1,275,572 0
CHICOS FAS INC COM 168615102 32 4,003 SH   SOLE   0 4,003 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 431 1,000 SH   SOLE   0 1,000 0
CHOICE HOTELS INTL INC COM 169905106 940 12,434 SH   SOLE   0 12,434 0
CIGNA CORPORATION COM 125509109 154,322 908,049 SH   SOLE   0 908,049 0
CIMAREX ENERGY CO COM 171798101 85,339 838,798 SH   SOLE   0 838,798 0
CISCO SYS INC COM 17275R102 6,229 144,764 SH   SOLE   0 144,764 0
CITI TRENDS INC COM 17306X102 978 35,655 SH   SOLE   0 35,655 0
CITIZENS FINL GROUP INC COM 174610105 2,719 69,899 SH   SOLE   0 69,899 0
CITRIX SYS INC COM 177376100 208,520 1,988,939 SH   SOLE   0 1,988,939 0
CNO FINL GROUP INC COM 12621E103 24,610 1,292,578 SH   SOLE   0 1,292,578 0
COEUR MNG INC COM NEW 192108504 13,671 1,798,860 SH   SOLE   0 1,798,860 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 955 17,890 SH   SOLE   0 17,890 0
COHEN & STEERS INC COM 19247A100 5,617 134,688 SH   SOLE   0 134,688 0
COLGATE PALMOLIVE CO COM 194162103 4,486 69,224 SH   SOLE   0 69,224 0
COLUMBIA SPORTSWEAR CO COM 198516106 3,389 37,060 SH   SOLE   0 37,060 0
COMERICA INC COM 200340107 80,406 884,365 SH   SOLE   0 884,365 0
COMMERCE BANCSHARES INC COM 200525103 1,920 29,682 SH   SOLE   0 29,682 0
COMMVAULT SYSTEMS INC COM 204166102 9,551 145,044 SH   SOLE   0 145,044 0
CONCHO RES INC COM 20605P101 1,203 8,700 SH   SOLE   0 8,700 0
CONOCOPHILLIPS COM 20825C104 1,155 16,600 SH   SOLE   0 16,600 0
COOPER COS INC COM NEW 216648402 141 600 SH   SOLE   0 600 0
COPART INC COM 217204106 63,243 1,118,162 SH   SOLE   0 1,118,162 0
CORCEPT THERAPEUTICS INC COM 218352102 7,898 502,429 SH   SOLE   0 502,429 0
COREPOINT LODGING INC COM 21872L104 61 2,381 SH   SOLE   0 2,381 0
CROCS INC COM 227046109 22,685 1,288,231 SH   SOLE   0 1,288,231 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 740 15,553 SH   SOLE   0 15,553 0
CUMMINS INC COM 231021106 814 6,121 SH   SOLE   0 6,121 0
CUTERA INC COM 232109108 6,758 167,710 SH   SOLE   0 167,710 0
DANAHER CORP DEL COM 235851102 112,682 1,141,902 SH   SOLE   0 1,141,902 0
DECKERS OUTDOOR CORP COM 243537107 86,278 764,273 SH   SOLE   0 764,273 0
DEVON ENERGY CORP NEW COM 25179M103 1,283 29,200 SH   SOLE   0 29,200 0
DINE BRANDS GLOBAL INC COM 254423106 3,799 50,802 SH   SOLE   0 50,802 0
DISCOVER FINL SVCS COM 254709108 16,124 229,002 SH   SOLE   0 229,002 0
DOLBY LABORATORIES INC COM 25659T107 289 4,700 SH   SOLE   0 4,700 0
DONALDSON INC COM 257651109 595 13,200 SH   SOLE   0 13,200 0
DYNEX CAP INC COM NEW 26817Q506 208 31,986 SH   SOLE   0 31,986 0
EAGLE PHARMACEUTICALS INC COM 269796108 1,399 18,494 SH   SOLE   0 18,494 0
EAST WEST BANCORP INC COM 27579R104 13,357 204,863 SH   SOLE   0 204,863 0
EBAY INC COM 278642103 247,087 6,814,328 SH   SOLE   0 6,814,328 0
ECOLAB INC COM 278865100 1,303 9,288 SH   SOLE   0 9,288 0
EDWARDS LIFESCIENCES CORP COM 28176E108 49,005 336,645 SH   SOLE   0 336,645 0
ELECTRO SCIENTIFIC INDS COM 285229100 4,213 267,190 SH   SOLE   0 267,190 0
ENNIS INC COM 293389102 144 7,083 SH   SOLE   0 7,083 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 1,747 27,440 SH   SOLE   0 27,440 0
ESSENT GROUP LTD COM G3198U102 18,668 521,175 SH   SOLE   0 521,175 0
EVERCORE INC CLASS A 29977A105 75,559 716,540 SH   SOLE   0 716,540 0
EXANTAS CAP CORP COM NEW 30068N105 1,349 132,533 SH   SOLE   0 132,533 0
EXELIXIS INC COM 30161Q104 79,017 3,671,828 SH   SOLE   0 3,671,828 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 440 20,365 SH   SOLE   0 20,365 0
EXXON MOBIL CORP COM 30231G102 189,459 2,290,100 SH   SOLE   0 2,290,100 0
F5 NETWORKS INC COM 315616102 133,012 771,313 SH   SOLE   0 771,313 0
FACEBOOK INC CL A 30303M102 208,580 1,073,387 SH   SOLE   0 1,073,387 0
FACTSET RESH SYS INC COM 303075105 316 1,600 SH   SOLE   0 1,600 0
FAIR ISAAC CORP COM 303250104 19,652 101,659 SH   SOLE   0 101,659 0
FANG HLDGS LTD ADR 30711Y102 410 105,700 SH   SOLE   0 105,700 0
FASTENAL CO COM 311900104 171 3,569 SH   SOLE   0 3,569 0
FEDERATED INVS INC PA CL B 314211103 2,117 90,812 SH   SOLE   0 90,812 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 51,954 1,381,027 SH   SOLE   0 1,381,027 0
FIRST AMERN FINL CORP COM 31847R102 12,681 245,186 SH   SOLE   0 245,186 0
FIRST HAWAIIAN INC COM 32051X108 37 1,305 SH   SOLE   0 1,305 0
FIRSTENERGY CORP COM 337932107 1,589 44,272 SH   SOLE   0 44,272 0
FOREST CITY RLTY TR INC COM CL A 345605109 517 22,709 SH   SOLE   0 22,709 0
FORTINET INC COM 34959E109 90,930 1,456,515 SH   SOLE   0 1,456,515 0
FORTIVE CORP COM 34959J108 547 7,100 SH   SOLE   0 7,100 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,073 20,000 SH   SOLE   0 20,000 0
FRANKLIN RES INC COM 354613101 176 5,520 SH   SOLE   0 5,520 0
FTI CONSULTING INC COM 302941109 1,591 26,314 SH   SOLE   0 26,314 0
GAMING & LEISURE PPTYS INC COM 36467J108 18,858 526,765 SH   SOLE   0 526,765 0
GAP INC DEL COM 364760108 6,731 207,834 SH   SOLE   0 207,834 0
GENERAC HLDGS INC COM 368736104 2,349 45,410 SH   SOLE   0 45,410 0
GENERAL ELECTRIC CO COM 369604103 123 9,100 SH   SOLE   0 9,100 0
GENTEX CORP COM 371901109 5,628 244,512 SH   SOLE   0 244,512 0
GLOBUS MED INC CL A 379577208 12,232 242,428 SH   SOLE   0 242,428 0
GODADDY INC CL A 380237107 1,101 15,600 SH   SOLE   0 15,600 0
GRACO INC COM 384109104 56,398 1,247,194 SH   SOLE   0 1,247,194 0
GRAINGER W W INC COM 384802104 176,860 573,477 SH   SOLE   0 573,477 0
GROUPON INC COM 399473107 26,555 6,175,668 SH   SOLE   0 6,175,668 0
GRUBHUB INC COM 400110102 1,112 10,600 SH   SOLE   0 10,600 0
GUESS INC COM 401617105 170 7,957 SH   SOLE   0 7,957 0
HAEMONETICS CORP COM 405024100 28,019 312,435 SH   SOLE   0 312,435 0
HANOVER INS GROUP INC COM 410867105 4,533 37,916 SH   SOLE   0 37,916 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,495 68,370 SH   SOLE   0 68,370 0
HECLA MNG CO COM 422704106 12,177 3,499,211 SH   SOLE   0 3,499,211 0
HENRY JACK & ASSOC INC COM 426281101 979 7,511 SH   SOLE   0 7,511 0
HILTON GRAND VACATIONS INC COM 43283X105 8,674 249,997 SH   SOLE   0 249,997 0
HOLLYFRONTIER CORP COM 436106108 1,026 15,000 SH   SOLE   0 15,000 0
HP INC COM 40434L105 2,431 107,149 SH   SOLE   0 107,149 0
HUMANA INC COM 444859102 241,510 811,445 SH   SOLE   0 811,445 0
HUNTINGTON INGALLS INDS INC COM 446413106 8,767 40,442 SH   SOLE   0 40,442 0
HUNTSMAN CORP COM 447011107 4,346 148,842 SH   SOLE   0 148,842 0
IDEXX LABS INC COM 45168D104 202,219 927,868 SH   SOLE   0 927,868 0
ILLINOIS TOOL WKS INC COM 452308109 59,898 432,352 SH   SOLE   0 432,352 0
INFOSYS LTD SPONSORED ADR 456788108 2,862 147,300 SH   SOLE   0 147,300 0
INNOVIVA INC COM 45781M101 14,368 1,041,201 SH   SOLE   0 1,041,201 0
INSPERITY INC COM 45778Q107 27,289 286,502 SH   SOLE   0 286,502 0
INTEL CORP COM 458140100 1,678 33,761 SH   SOLE   0 33,761 0
INTERFACE INC COM 458665304 573 24,971 SH   SOLE   0 24,971 0
INTERNATIONAL BUSINESS MACHS COM 459200101 482 3,451 SH   SOLE   0 3,451 0
INTUIT COM 461202103 288,507 1,412,142 SH   SOLE   0 1,412,142 0
INTUITIVE SURGICAL INC COM NEW 46120E602 233,177 487,330 SH   SOLE   0 487,330 0
JOHNSON & JOHNSON COM 478160104 22,463 185,132 SH   SOLE   0 185,132 0
JONES LANG LASALLE INC COM 48020Q107 82,411 496,485 SH   SOLE   0 496,485 0
JPMORGAN CHASE & CO COM 46625H100 28,800 276,394 SH   SOLE   0 276,394 0
KANSAS CITY SOUTHERN COM NEW 485170302 508 4,800 SH   SOLE   0 4,800 0
KELLY SVCS INC CL A 488152208 169 7,566 SH   SOLE   0 7,566 0
KEMPER CORP DEL COM 488401100 22,571 298,361 SH   SOLE   0 298,361 0
KFORCE INC COM 493732101 5,258 153,320 SH   SOLE   0 153,320 0
KIMBALL INTL INC CL B 494274103 1,229 76,070 SH   SOLE   0 76,070 0
KIMBERLY CLARK CORP COM 494368103 1,148 10,900 SH   SOLE   0 10,900 0
KINDER MORGAN INC DEL COM 49456B101 1,147 64,947 SH   SOLE   0 64,947 0
KIRBY CORP COM 497266106 936 11,200 SH   SOLE   0 11,200 0
KLA-TENCOR CORP COM 482480100 128,933 1,257,520 SH   SOLE   0 1,257,520 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 1,127 29,500 SH   SOLE   0 29,500 0
KOHLS CORP COM 500255104 3,833 52,586 SH   SOLE   0 52,586 0
KROGER CO COM 501044101 5,478 192,560 SH   SOLE   0 192,560 0
KRONOS WORLDWIDE INC COM 50105F105 1,648 73,172 SH   SOLE   0 73,172 0
LAM RESEARCH CORP COM 512807108 35,001 202,497 SH   SOLE   0 202,497 0
LANDSTAR SYS INC COM 515098101 50,834 465,516 SH   SOLE   0 465,516 0
LAS VEGAS SANDS CORP COM 517834107 1,058 13,862 SH   SOLE   0 13,862 0
LAUDER ESTEE COS INC CL A 518439104 253,329 1,775,384 SH   SOLE   0 1,775,384 0
LEGG MASON INC COM 524901105 939 27,057 SH   SOLE   0 27,057 0
LENNOX INTL INC COM 526107107 41,424 206,968 SH   SOLE   0 206,968 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 3,687 17,801 SH   SOLE   0 17,801 0
LILLY ELI & CO COM 532457108 358 4,206 SH   SOLE   0 4,206 0
LINCOLN NATL CORP IND COM 534187109 429 6,900 SH   SOLE   0 6,900 0
LOCKHEED MARTIN CORP COM 539830109 2,335 7,907 SH   SOLE   0 7,907 0
LORAL SPACE & COMMUNICATNS I COM 543881106 688 18,306 SH   SOLE   0 18,306 0
LOUISIANA PAC CORP COM 546347105 52,798 1,939,688 SH   SOLE   0 1,939,688 0
MACERICH CO COM 554382101 375 6,615 SH   SOLE   0 6,615 0
MANHATTAN ASSOCS INC COM 562750109 55,431 1,179,137 SH   SOLE   0 1,179,137 0
MARCUS & MILLICHAP INC COM 566324109 8,377 214,752 SH   SOLE   0 214,752 0
MARRIOTT INTL INC NEW CL A 571903202 3,567 28,178 SH   SOLE   0 28,178 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 14,876 131,697 SH   SOLE   0 131,697 0
MARSH & MCLENNAN COS INC COM 571748102 13,208 161,138 SH   SOLE   0 161,138 0
MASCO CORP COM 574599106 24,024 642,033 SH   SOLE   0 642,033 0
MASIMO CORP COM 574795100 81,512 834,740 SH   SOLE   0 834,740 0
MASTERCARD INCORPORATED CL A 57636Q104 192,756 980,850 SH   SOLE   0 980,850 0
MAXIMUS INC COM 577933104 2,689 43,297 SH   SOLE   0 43,297 0
MCDONALDS CORP COM 580135101 6,076 38,781 SH   SOLE   0 38,781 0
MDU RES GROUP INC COM 552690109 10,268 358,027 SH   SOLE   0 358,027 0
MEDIFAST INC COM 58470H101 21,115 131,840 SH   SOLE   0 131,840 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 124,376 4,442,000 SH   SOLE   0 4,442,000 0
MERCK & CO INC COM 58933Y105 8,532 140,572 SH   SOLE   0 140,572 0
MERCURY GENL CORP NEW COM 589400100 3,570 78,359 SH   SOLE   0 78,359 0
METLIFE INC COM 59156R108 2,811 64,477 SH   SOLE   0 64,477 0
METTLER TOLEDO INTERNATIONAL COM 592688105 82,887 143,248 SH   SOLE   0 143,248 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 1,183 38,861 SH   SOLE   0 38,861 0
MGM RESORTS INTERNATIONAL COM 552953101 357 12,300 SH   SOLE   0 12,300 0
MICROSOFT CORP COM 594918104 118,387 1,200,567 SH   SOLE   0 1,200,567 0
MOELIS & CO CL A 60786M105 4,342 74,048 SH   SOLE   0 74,048 0
MOMO INC ADR 60879B107 169,808 3,903,649 SH   SOLE   0 3,903,649 0
MSC INDL DIRECT INC CL A 553530106 5,466 64,431 SH   SOLE   0 64,431 0
MSG NETWORK INC CL A 553573106 22,969 959,051 SH   SOLE   0 959,051 0
MYRIAD GENETICS INC COM 62855J104 573 15,346 SH   SOLE   0 15,346 0
NATIONAL BEVERAGE CORP COM 635017106 59,565 557,207 SH   SOLE   0 557,207 0
NATIONAL HEALTH INVS INC COM 63633D104 4,627 62,799 SH   SOLE   0 62,799 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 1,029 3,352 SH   SOLE   0 3,352 0
NETEASE INC SPONSORED ADR 64110W102 849 3,363 SH   SOLE   0 3,363 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,123 11,873 SH   SOLE   0 11,873 0
NEWMARKET CORP COM 651587107 16,533 40,873 SH   SOLE   0 40,873 0
NEWMONT MINING CORP COM 651639106 13,624 361,300 SH   SOLE   0 361,300 0
NIKE INC CL B 654106103 3,709 46,551 SH   SOLE   0 46,551 0
NMI HLDGS INC CL A 629209305 6,278 385,191 SH   SOLE   0 385,191 0
NRG ENERGY INC COM NEW 629377508 25,484 830,108 SH   SOLE   0 830,108 0
NU SKIN ENTERPRISES INC CL A 67018T105 56,058 716,950 SH   SOLE   0 716,950 0
NVIDIA CORP COM 67066G104 78,268 330,387 SH   SOLE   0 330,387 0
NVR INC COM 62944T105 157,553 53,042 SH   SOLE   0 53,042 0
OCCIDENTAL PETE CORP DEL COM 674599105 14,323 171,167 SH   SOLE   0 171,167 0
OLD DOMINION FGHT LINES INC COM 679580100 742 4,987 SH   SOLE   0 4,987 0
OLD REP INTL CORP COM 680223104 45,493 2,284,971 SH   SOLE   0 2,284,971 0
ORACLE CORP COM 68389X105 3,598 81,671 SH   SOLE   0 81,671 0
OSHKOSH CORP COM 688239201 6,733 95,762 SH   SOLE   0 95,762 0
PARK HOTELS RESORTS INC COM 700517105 1,340 43,771 SH   SOLE   0 43,771 0
PEBBLEBROOK HOTEL TR COM 70509V100 263 6,785 SH   SOLE   0 6,785 0
PEGASYSTEMS INC COM 705573103 8,084 147,522 SH   SOLE   0 147,522 0
PENNYMAC MTG INVT TR COM 70931T103 199 10,516 SH   SOLE   0 10,516 0
PEPSICO INC COM 713448108 4,965 45,614 SH   SOLE   0 45,614 0
PETMED EXPRESS INC COM 716382106 14,061 319,210 SH   SOLE   0 319,210 0
PFIZER INC COM 717081103 2,616 72,133 SH   SOLE   0 72,133 0
PHILLIPS 66 COM 718546104 3,471 30,907 SH   SOLE   0 30,907 0
PJT PARTNERS INC COM CL A 69343T107 6,426 120,371 SH   SOLE   0 120,371 0
PNM RES INC COM 69349H107 7,757 199,433 SH   SOLE   0 199,433 0
POTLATCHDELTIC CORPORATION COM 737630103 551 10,850 SH   SOLE   0 10,850 0
PPG INDS INC COM 693506107 35,140 338,768 SH   SOLE   0 338,768 0
PRAXAIR INC COM 74005P104 5,244 33,163 SH   SOLE   0 33,163 0
PRICE T ROWE GROUP INC COM 74144T108 243,350 2,096,223 SH   SOLE   0 2,096,223 0
PRINCIPAL FINL GROUP INC COM 74251V102 771 14,577 SH   SOLE   0 14,577 0
PROGRESS SOFTWARE CORP COM 743312100 1,841 47,444 SH   SOLE   0 47,444 0
PROLOGIS INC COM 74340W103 51,852 789,349 SH   SOLE   0 789,349 0
PROOFPOINT INC COM 743424103 436 3,787 SH   SOLE   0 3,787 0
PRUDENTIAL FINL INC COM 744320102 1,763 18,856 SH   SOLE   0 18,856 0
PUBLIC STORAGE COM 74460D109 50,544 222,800 SH   SOLE   0 222,800 0
PULTE GROUP INC COM 745867101 22,116 769,279 SH   SOLE   0 769,279 0
PVH CORP COM 693656100 5,677 37,919 SH   SOLE   0 37,919 0
RALPH LAUREN CORP CL A 751212101 31,335 249,252 SH   SOLE   0 249,252 0
RAYONIER INC COM 754907103 16,515 426,880 SH   SOLE   0 426,880 0
RAYTHEON CO COM NEW 755111507 120,552 624,040 SH   SOLE   0 624,040 0
REALOGY HLDGS CORP COM 75605Y106 53,411 2,342,614 SH   SOLE   0 2,342,614 0
RED HAT INC COM 756577102 243,250 1,810,305 SH   SOLE   0 1,810,305 0
REGENCY CTRS CORP COM 758849103 74 1,200 SH   SOLE   0 1,200 0
REGENERON PHARMACEUTICALS COM 75886F107 31,727 91,967 SH   SOLE   0 91,967 0
REGIONS FINL CORP NEW COM 7591EP100 129,367 7,276,028 SH   SOLE   0 7,276,028 0
REX AMERICAN RESOURCES CORP COM 761624105 1,769 21,848 SH   SOLE   0 21,848 0
RH COM 74967X103 11,709 83,820 SH   SOLE   0 83,820 0
ROBERT HALF INTL INC COM 770323103 105,602 1,622,154 SH   SOLE   0 1,622,154 0
ROCKWELL AUTOMATION INC COM 773903109 1,080 6,500 SH   SOLE   0 6,500 0
RUDOLPH TECHNOLOGIES INC COM 781270103 7,617 257,349 SH   SOLE   0 257,349 0
S&P GLOBAL INC COM 78409V104 8,832 43,320 SH   SOLE   0 43,320 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 30,741 186,174 SH   SOLE   0 186,174 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,573 105,848 SH   SOLE   0 105,848 0
SERVICENOW INC COM 81762P102 845 4,900 SH   SOLE   0 4,900 0
SHOE CARNIVAL INC COM 824889109 53 1,639 SH   SOLE   0 1,639 0
SIMON PPTY GROUP INC NEW COM 828806109 1,038 6,100 SH   SOLE   0 6,100 0
SIMPSON MANUFACTURING CO INC COM 829073105 9,932 159,718 SH   SOLE   0 159,718 0
SKYWORKS SOLUTIONS INC COM 83088M102 16,581 171,563 SH   SOLE   0 171,563 0
SLEEP NUMBER CORP COM 83125X103 30,910 1,065,129 SH   SOLE   0 1,065,129 0
SMITH A O COM 831865209 68,335 1,155,298 SH   SOLE   0 1,155,298 0
SPLUNK INC COM 848637104 19,123 192,948 SH   SOLE   0 192,948 0
SPROUTS FMRS MKT INC COM 85208M102 73,565 3,333,258 SH   SOLE   0 3,333,258 0
STAAR SURGICAL CO COM PAR $0.01 852312305 317 10,256 SH   SOLE   0 10,256 0
STAMPS COM INC COM NEW 852857200 10,498 41,486 SH   SOLE   0 41,486 0
STATE STR CORP COM 857477103 245,029 2,632,180 SH   SOLE   0 2,632,180 0
STONERIDGE INC COM 86183P102 1,750 49,810 SH   SOLE   0 49,810 0
STRYKER CORP COM 863667101 3,918 23,207 SH   SOLE   0 23,207 0
STURM RUGER & CO INC COM 864159108 12,711 226,993 SH   SOLE   0 226,993 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 441 26,547 SH   SOLE   0 26,547 0
SUNTRUST BKS INC COM 867914103 1,363 20,655 SH   SOLE   0 20,655 0
SURMODICS INC COM 868873100 2,086 37,806 SH   SOLE   0 37,806 0
SYNOPSYS INC COM 871607107 72,248 844,316 SH   SOLE   0 844,316 0
SYNTEL INC COM 87162H103 17,934 558,887 SH   SOLE   0 558,887 0
TAILORED BRANDS INC COM 87403A107 27,114 1,062,466 SH   SOLE   0 1,062,466 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 17,314 473,600 SH   SOLE   0 473,600 0
TAL ED GROUP SPONSORED ADS 874080104 824 22,406 SH   SOLE   0 22,406 0
TAPESTRY INC COM 876030107 1,200 25,700 SH   SOLE   0 25,700 0
TARGA RES CORP COM 87612G101 1,167 23,600 SH   SOLE   0 23,600 0
TARGET CORP COM 87612E106 624 8,200 SH   SOLE   0 8,200 0
TEREX CORP NEW COM 880779103 8,716 206,612 SH   SOLE   0 206,612 0
TERNIUM SA SPON ADR 880890108 9,857 283,104 SH   SOLE   0 283,104 0
TEXAS INSTRS INC COM 882508104 254,798 2,311,101 SH   SOLE   0 2,311,101 0
TORCHMARK CORP COM 891027104 21,012 258,104 SH   SOLE   0 258,104 0
TORO CO COM 891092108 63,630 1,056,112 SH   SOLE   0 1,056,112 0
TRAVELERS COMPANIES INC COM 89417E109 239,044 1,953,935 SH   SOLE   0 1,953,935 0
TREX CO INC COM 89531P105 37,619 601,054 SH   SOLE   0 601,054 0
TRIPADVISOR INC COM 896945201 2,879 51,694 SH   SOLE   0 51,694 0
TWO HBRS INVT CORP COM NEW 90187B408 29 1,898 SH   SOLE   0 1,898 0
TYLER TECHNOLOGIES INC COM 902252105 244 1,100 SH   SOLE   0 1,100 0
UGI CORP NEW COM 902681105 60,558 1,163,012 SH   SOLE   0 1,163,012 0
ULTA BEAUTY INC COM 90384S303 43,911 188,088 SH   SOLE   0 188,088 0
UNION PAC CORP COM 907818108 5,183 36,583 SH   SOLE   0 36,583 0
UNITED CONTL HLDGS INC COM 910047109 522 7,500 SH   SOLE   0 7,500 0
UNITED FIRE GROUP INC COM 910340108 1,880 34,494 SH   SOLE   0 34,494 0
UNITED RENTALS INC COM 911363109 103 700 SH   SOLE   0 700 0
UNITED TECHNOLOGIES CORP COM 913017109 5,064 40,504 SH   SOLE   0 40,504 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 89,440 790,459 SH   SOLE   0 790,459 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,002 9,000 SH   SOLE   0 9,000 0
UNIVERSAL INS HLDGS INC COM 91359V107 4,881 139,087 SH   SOLE   0 139,087 0
URBAN OUTFITTERS INC COM 917047102 76,181 1,710,031 SH   SOLE   0 1,710,031 0
USANA HEALTH SCIENCES INC COM 90328M107 21,288 184,635 SH   SOLE   0 184,635 0
V F CORP COM 918204108 93 1,149 SH   SOLE   0 1,149 0
VALERO ENERGY CORP NEW COM 91913Y100 98,497 888,726 SH   SOLE   0 888,726 0
VARIAN MED SYS INC COM 92220P105 135,388 1,190,544 SH   SOLE   0 1,190,544 0
VERIZON COMMUNICATIONS INC COM 92343V104 15,014 298,443 SH   SOLE   0 298,443 0
VERTEX PHARMACEUTICALS INC COM 92532F100 288,967 1,700,206 SH   SOLE   0 1,700,206 0
VISA INC COM CL A 92826C839 4,087 30,858 SH   SOLE   0 30,858 0
VISTRA ENERGY CORP COM 92840M102 38,526 1,628,358 SH   SOLE   0 1,628,358 0
VMWARE INC CL A COM 928563402 7,650 52,052 SH   SOLE   0 52,052 0
WADDELL & REED FINL INC CL A 930059100 14,212 790,908 SH   SOLE   0 790,908 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 5,624 93,712 SH   SOLE   0 93,712 0
WALKER & DUNLOP INC COM 93148P102 5,750 103,342 SH   SOLE   0 103,342 0
WALMART INC COM 931142103 327 3,828 SH   SOLE   0 3,828 0
WARRIOR MET COAL INC COM 93627C101 9,466 343,346 SH   SOLE   0 343,346 0
WAYFAIR INC CL A 94419L101 1,246 10,500 SH   SOLE   0 10,500 0
WEIBO CORP SPONSORED ADR 948596101 179,387 2,021,040 SH   SOLE   0 2,021,040 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 143,161 1,416,043 SH   SOLE   0 1,416,043 0
WELLCARE HEALTH PLANS INC COM 94946T106 12,962 52,642 SH   SOLE   0 52,642 0
WELLS FARGO CO NEW COM 949746101 2,081 37,537 SH   SOLE   0 37,537 0
WEYERHAEUSER CO COM 962166104 17,527 480,725 SH   SOLE   0 480,725 0
WINGSTOP INC COM 974155103 4,661 89,437 SH   SOLE   0 89,437 0
WINMARK CORP COM 974250102 128 866 SH   SOLE   0 866 0
WORKIVA INC COM CL A 98139A105 100 4,108 SH   SOLE   0 4,108 0
WORLDPAY INC CL A 981558109 125,377 1,541,134 SH   SOLE   0 1,541,134 0
XENIA HOTELS & RESORTS INC COM 984017103 3,698 151,817 SH   SOLE   0 151,817 0
XO GROUP INC COM 983772104 3,379 105,594 SH   SOLE   0 105,594 0
YELP INC CL A 985817105 8,112 207,049 SH   SOLE   0 207,049 0
YIRENDAI LTD SPONSORED ADR 98585L100 46 2,200 SH   SOLE   0 2,200 0
YUM BRANDS INC COM 988498101 99,016 1,265,870 SH   SOLE   0 1,265,870 0
YY INC ADS REPCOM CLA 98426T106 117,051 1,165,040 SH   SOLE   0 1,165,040 0
ZYNGA INC CL A 98986T108 498 122,435 SH   SOLE   0 122,435 0