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 2,223 11,300 SH   SOLE   11,300 0 0
58 COM INC SPON ADR REP A 31680Q104 6,101 87,990 SH   SOLE   87,990 0 0
ADOBE SYS INC COM 00724F101 202,171 829,215 SH   SOLE   829,215 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 5,013 36,940 SH   SOLE   36,940 0 0
ALBEMARLE CORP COM 012653101 1,876 19,890 SH   SOLE   19,890 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 210,684 1,135,580 SH   SOLE   1,135,580 0 0
ALIGN TECHNOLOGY INC COM 016255101 7,045 20,590 SH   SOLE   20,590 0 0
ALLY FINL INC COM 02005N100 7,300 277,880 SH   SOLE   277,880 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 67,107 681,354 SH   SOLE   681,354 0 0
ALPHABET INC CAP STK CL C 02079K107 455,610 408,381 SH   SOLE   408,381 0 0
AMBEV SA SPONSORED ADR 02319V103 6,691 1,445,120 SH   SOLE   1,445,120 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 9,846 619,220 SH   SOLE   619,220 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 16,558 712,190 SH   SOLE   712,190 0 0
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 45,698 2,784,753 SH   SOLE   2,784,753 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 167,908 1,666,413 SH   SOLE   1,666,413 0 0
ANTHEM INC COM 036752103 7,867 33,050 SH   SOLE   33,050 0 0
APPLE INC COM 037833100 5,918 31,970 SH   SOLE   31,970 0 0
APPLIED MATLS INC COM 038222105 8,267 178,980 SH   SOLE   178,980 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 85,976 1,914,835 SH   SOLE   1,914,835 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 3,692 47,220 SH   SOLE   47,220 0 0
ATHENE HLDG LTD CL A G0684D107 7,316 166,890 SH   SOLE   166,890 0 0
AUTOZONE INC COM 053332102 2,737 4,080 SH   SOLE   4,080 0 0
BAIDU INC SPON ADR REP A 056752108 6,984 28,740 SH   SOLE   28,740 0 0
BARNES & NOBLE INC COM 067774109 3,082 485,429 SH   SOLE   485,429 0 0
BARNES GROUP INC COM 067806109 2,486 42,210 SH   SOLE   42,210 0 0
BECTON DICKINSON & CO COM 075887109 5,299 22,120 SH   SOLE   22,120 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 7,076 157,410 SH   SOLE   157,410 0 0
BIG LOTS INC COM 089302103 8,295 198,550 SH   SOLE   198,550 0 0
BJS RESTAURANTS INC COM 09180C106 6,265 104,420 SH   SOLE   104,420 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 4,495 139,730 SH   SOLE   139,730 0 0
BOEING CO COM 097023105 7,103 21,170 SH   SOLE   21,170 0 0
BOOKING HLDGS INC COM 09857L108 8,721 4,302 SH   SOLE   4,302 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 64,963 1,287,663 SH   SOLE   1,287,663 0 0
BRUNSWICK CORP COM 117043109 1,840 28,530 SH   SOLE   28,530 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,359 169,920 SH   SOLE   169,920 0 0
CALERES INC COM 129500104 810 23,540 SH   SOLE   23,540 0 0
CARTER INC COM 146229109 9,035 83,360 SH   SOLE   83,360 0 0
CASEYS GEN STORES INC COM 147528103 27,533 262,020 SH   SOLE   262,020 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 7,528 1,771,350 SH   SOLE   1,771,350 0 0
CAVCO INDS INC DEL COM 149568107 2,623 12,630 SH   SOLE   12,630 0 0
CENTENE CORP DEL COM 15135B101 170,111 1,380,656 SH   SOLE   1,380,656 0 0
CERNER CORP COM 156782104 3,228 53,990 SH   SOLE   53,990 0 0
CHEESECAKE FACTORY INC COM 163072101 11,758 213,556 SH   SOLE   213,556 0 0
CHICOS FAS INC COM 168615102 10,294 1,264,639 SH   SOLE   1,264,639 0 0
CHILDRENS PL INC COM 168905107 31,343 259,460 SH   SOLE   259,460 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 7,381 17,110 SH   SOLE   17,110 0 0
CHURCH & DWIGHT INC COM 171340102 1,526 28,700 SH   SOLE   28,700 0 0
CHURCHILL DOWNS INC COM 171484108 7,436 25,080 SH   SOLE   25,080 0 0
CIENA CORP COM NEW 171779309 104,591 3,945,357 SH   SOLE   3,945,357 0 0
CIGNA CORPORATION COM 125509109 7,459 43,890 SH   SOLE   43,890 0 0
CINEMARK HOLDINGS INC COM 17243V102 8,175 233,040 SH   SOLE   233,040 0 0
CIT GROUP INC COM NEW 125581801 7,706 152,860 SH   SOLE   152,860 0 0
CITIZENS FINL GROUP INC COM 174610105 6,707 172,410 SH   SOLE   172,410 0 0
CITRIX SYS INC COM 177376100 7,236 69,020 SH   SOLE   69,020 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,048 101,890 SH   SOLE   101,890 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 10,126 424,590 SH   SOLE   424,590 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 8,794 96,140 SH   SOLE   96,140 0 0
COMMSCOPE HLDG CO INC COM 20337X109 53,164 1,820,389 SH   SOLE   1,820,389 0 0
COMMVAULT SYSTEMS INC COM 204166102 9,465 143,740 SH   SOLE   143,740 0 0
CONAGRA BRANDS INC COM 205887102 3,396 95,040 SH   SOLE   95,040 0 0
CONOCOPHILLIPS COM 20825C104 7,910 113,620 SH   SOLE   113,620 0 0
CREDIT ACCEP CORP MICH COM 225310101 6,951 19,670 SH   SOLE   19,670 0 0
CROCS INC COM 227046109 789 44,830 SH   SOLE   44,830 0 0
DARDEN RESTAURANTS INC COM 237194105 410 3,830 SH   SOLE   3,830 0 0
DARLING INGREDIENTS INC COM 237266101 6,366 320,230 SH   SOLE   320,230 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,459 51,660 SH   SOLE   51,660 0 0
DEAN FOODS CO NEW COM NEW 242370203 662 62,970 SH   SOLE   62,970 0 0
DECKERS OUTDOOR CORP COM 243537107 27,816 246,400 SH   SOLE   246,400 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 13,203 266,520 SH   SOLE   266,520 0 0
DILLARDS INC CL A 254067101 28,152 297,910 SH   SOLE   297,910 0 0
DINE BRANDS GLOBAL INC COM 254423106 1,426 19,070 SH   SOLE   19,070 0 0
DISCOVER FINL SVCS COM 254709108 6,664 94,640 SH   SOLE   94,640 0 0
DISNEY WALT CO COM DISNEY 254687106 381,545 3,640,348 SH   SOLE   3,640,348 0 0
DOLLAR GEN CORP NEW COM 256677105 1,343 13,620 SH   SOLE   13,620 0 0
DOLLAR TREE INC COM 256746108 361,646 4,254,654 SH   SOLE   4,254,654 0 0
DOWDUPONT INC COM 26078J100 246,880 3,745,145 SH   SOLE   3,745,145 0 0
DSW INC CL A 23334L102 29,940 1,159,580 SH   SOLE   1,159,580 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 9,592 78,210 SH   SOLE   78,210 0 0
DXC TECHNOLOGY CO COM 23355L106 84,483 1,048,044 SH   SOLE   1,048,044 0 0
EASTMAN CHEM CO COM 277432100 5,373 53,750 SH   SOLE   53,750 0 0
EBAY INC COM 278642103 8,556 235,960 SH   SOLE   235,960 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 14,825 101,840 SH   SOLE   101,840 0 0
ELECTRONIC ARTS INC COM 285512109 10,132 71,850 SH   SOLE   71,850 0 0
ENTEGRIS INC COM 29362U104 6,786 200,180 SH   SOLE   200,180 0 0
ENVISION HEALTHCARE CORP COM 29414D100 296,913 6,746,498 SH   SOLE   6,746,498 0 0
EVERCORE INC CLASS A 29977A105 9,521 90,290 SH   SOLE   90,290 0 0
EXPEDIA GROUP INC COM NEW 30212P303 7,059 58,730 SH   SOLE   58,730 0 0
EXPRESS INC COM 30219E103 14,120 1,543,170 SH   SOLE   1,543,170 0 0
F5 NETWORKS INC COM 315616102 8,205 47,580 SH   SOLE   47,580 0 0
FACEBOOK INC CL A 30303M102 477,885 2,459,270 SH   SOLE   2,459,270 0 0
FASTENAL CO COM 311900104 4,238 88,050 SH   SOLE   88,050 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 5,527 292,590 SH   SOLE   292,590 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 12,455 433,959 SH   SOLE   433,959 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 66,687 316,579 SH   SOLE   316,579 0 0
FRANCESCAS HLDGS CORP COM 351793104 1,228 162,654 SH   SOLE   162,654 0 0
GAP INC DEL COM 364760108 24,766 764,610 SH   SOLE   764,610 0 0
GARMIN LTD SHS H2906T109 6,644 108,920 SH   SOLE   108,920 0 0
GENERAC HLDGS INC COM 368736104 9,865 190,700 SH   SOLE   190,700 0 0
GENESCO INC COM 371532102 3,597 90,610 SH   SOLE   90,610 0 0
GENUINE PARTS CO COM 372460105 15,165 165,209 SH   SOLE   165,209 0 0
GOPRO INC CL A 38268T103 1,857 288,340 SH   SOLE   288,340 0 0
GRAND CANYON ED INC COM 38526M106 10,139 90,840 SH   SOLE   90,840 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 70,843 4,882,326 SH   SOLE   4,882,326 0 0
GRAY TELEVISION INC COM 389375106 10,140 641,770 SH   SOLE   641,770 0 0
GRUBHUB INC COM 400110102 22,914 218,420 SH   SOLE   218,420 0 0
GUESS INC COM 401617105 24,292 1,135,126 SH   SOLE   1,135,126 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 2,196 24,730 SH   SOLE   24,730 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 7,960 148,170 SH   SOLE   148,170 0 0
HESS CORP COM 42809H107 7,911 118,270 SH   SOLE   118,270 0 0
HIBBETT SPORTS INC COM 428567101 16,633 726,350 SH   SOLE   726,350 0 0
HOME DEPOT INC COM 437076102 36,441 186,780 SH   SOLE   186,780 0 0
HOMOLOGY MEDICINES INC COM 438083107 14,270 725,043 SH   SOLE   725,043 0 0
HUMANA INC COM 444859102 10,727 36,040 SH   SOLE   36,040 0 0
HUNTSMAN CORP COM 447011107 3,850 131,850 SH   SOLE   131,850 0 0
INPHI CORP COM 45772F107 59,815 1,834,240 SH   SOLE   1,834,240 0 0
INTEL CORP COM 458140100 302,459 6,084,463 SH   SOLE   6,084,463 0 0
INTUIT COM 461202103 2,016 9,870 SH   SOLE   9,870 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,531 22,010 SH   SOLE   22,010 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 7,221 41,910 SH   SOLE   41,910 0 0
JOHNSON & JOHNSON COM 478160104 8,957 73,820 SH   SOLE   73,820 0 0
KEYCORP NEW COM 493267108 3,355 171,690 SH   SOLE   171,690 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,369 40,140 SH   SOLE   40,140 0 0
KIMBERLY CLARK CORP COM 494368103 3,092 29,350 SH   SOLE   29,350 0 0
KKR & CO L P DEL COM UNITS 48248M102 9,166 368,860 SH   SOLE   368,860 0 0
KOHLS CORP COM 500255104 6,946 95,280 SH   SOLE   95,280 0 0
L BRANDS INC COM 501797104 7,377 200,040 SH   SOLE   200,040 0 0
LAM RESEARCH CORP COM 512807108 6,019 34,820 SH   SOLE   34,820 0 0
LEAR CORP COM NEW 521865204 9,478 51,010 SH   SOLE   51,010 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 7,203 270,670 SH   SOLE   270,670 0 0
LOUISIANA PAC CORP COM 546347105 2,187 80,330 SH   SOLE   80,330 0 0
LOWES COS INC COM 548661107 205,305 2,148,213 SH   SOLE   2,148,213 0 0
LULULEMON ATHLETICA INC COM 550021109 29,316 234,810 SH   SOLE   234,810 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 4,420 40,240 SH   SOLE   40,240 0 0
M & T BK CORP COM 55261F104 7,980 46,900 SH   SOLE   46,900 0 0
MADDEN STEVEN LTD COM 556269108 2,564 48,280 SH   SOLE   48,280 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 7,649 24,660 SH   SOLE   24,660 0 0
MASTERCARD INCORPORATED CL A 57636Q104 224,205 1,140,877 SH   SOLE   1,140,877 0 0
MEDICINES CO COM 584688105 44,234 1,205,281 SH   SOLE   1,205,281 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 1,740 21,600 SH   SOLE   21,600 0 0
METHANEX CORP COM 59151K108 4,634 65,530 SH   SOLE   65,530 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 40,367 606,110 SH   SOLE   606,110 0 0
MICRON TECHNOLOGY INC COM 595112103 6,643 126,680 SH   SOLE   126,680 0 0
MICROSOFT CORP COM 594918104 423,657 4,296,293 SH   SOLE   4,296,293 0 0
MOHAWK INDS INC COM 608190104 318,792 1,487,806 SH   SOLE   1,487,806 0 0
MONRO INC COM 610236101 971 16,716 SH   SOLE   16,716 0 0
MORGAN STANLEY COM NEW 617446448 8,331 175,770 SH   SOLE   175,770 0 0
NAVIENT CORPORATION COM 63938C108 6,624 508,340 SH   SOLE   508,340 0 0
NEW MEDIA INVT GROUP INC COM 64704V106 12,365 669,120 SH   SOLE   669,120 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,015 74,110 SH   SOLE   74,110 0 0
NORDSTROM INC COM 655664100 24,074 464,930 SH   SOLE   464,930 0 0
NUCOR CORP COM 670346105 8,364 133,820 SH   SOLE   133,820 0 0
NVIDIA CORP COM 67066G104 10,135 42,780 SH   SOLE   42,780 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 26,741 97,750 SH   SOLE   97,750 0 0
OLIN CORP COM PAR $1 680665205 2,234 77,790 SH   SOLE   77,790 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,208 369,130 SH   SOLE   369,130 0 0
OXFORD INDS INC COM 691497309 1,035 12,470 SH   SOLE   12,470 0 0
PACCAR INC COM 693718108 3,685 59,480 SH   SOLE   59,480 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 43,214 12,173,094 SH   SOLE   12,173,094 0 0
PATRICK INDS INC COM 703343103 1,267 22,280 SH   SOLE   22,280 0 0
PEABODY ENERGY CORP NEW COM 704551100 8,150 179,207 SH   SOLE   179,207 0 0
PENTAIR PLC SHS G7S00T104 3,191 75,820 SH   SOLE   75,820 0 0
PERSPECTA INC COM 715347100 66,903 3,255,621 SH   SOLE   3,255,621 0 0
PETMED EXPRESS INC COM 716382106 243 5,525 SH   SOLE   5,525 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 6,228 620,980 SH   SOLE   620,980 0 0
POLARIS INDS INC COM 731068102 6,179 50,570 SH   SOLE   50,570 0 0
POST HLDGS INC COM 737446104 4,255 49,470 SH   SOLE   49,470 0 0
RALPH LAUREN CORP CL A 751212101 34,508 274,480 SH   SOLE   274,480 0 0
RAYONIER ADVANCED MATLS INC COM 75508B104 5,406 316,340 SH   SOLE   316,340 0 0
RED HAT INC COM 756577102 6,094 45,350 SH   SOLE   45,350 0 0
REGIONS FINL CORP NEW COM 7591EP100 6,989 393,060 SH   SOLE   393,060 0 0
RESMED INC COM 761152107 5,056 48,810 SH   SOLE   48,810 0 0
RH COM 74967X103 20,296 145,280 SH   SOLE   145,280 0 0
ROSS STORES INC COM 778296103 1,624 19,160 SH   SOLE   19,160 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 7,201 443,940 SH   SOLE   443,940 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 105 3,760 SH   SOLE   3,760 0 0
S&P GLOBAL INC COM 78409V104 10,672 52,340 SH   SOLE   52,340 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 3,172 197,910 SH   SOLE   197,910 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 7,385 386,870 SH   SOLE   386,870 0 0
SCHWAB CHARLES CORP NEW COM 808513105 212,969 4,167,695 SH   SOLE   4,167,695 0 0
SEALED AIR CORP NEW COM 81211K100 2,741 64,570 SH   SOLE   64,570 0 0
SEARS HLDGS CORP COM 812350106 5,534 2,335,058 SH   SOLE   2,335,058 0 0
SEAWORLD ENTMT INC COM 81282V100 22,067 1,011,299 SH   SOLE   1,011,299 0 0
SHERWIN WILLIAMS CO COM 824348106 620 1,520 SH   SOLE   1,520 0 0
SHIRE PLC SPONSORED ADR 82481R106 248,100 1,469,786 SH   SOLE   1,469,786 0 0
SHUTTERFLY INC COM 82568P304 1,565 17,380 SH   SOLE   17,380 0 0
SINA CORP ORD G81477104 6,553 77,380 SH   SOLE   77,380 0 0
SM ENERGY CO COM 78454L100 7,075 275,390 SH   SOLE   275,390 0 0
SNAP ON INC COM 833034101 5,606 34,880 SH   SOLE   34,880 0 0
SONIC CORP COM 835451105 1,333 38,725 SH   SOLE   38,725 0 0
SONY CORP SPONSORED ADR 835699307 8,062 157,280 SH   SOLE   157,280 0 0
SOTHEBYS COM 835898107 6,896 126,910 SH   SOLE   126,910 0 0
SOUTHWEST AIRLS CO COM 844741108 1,374 27,000 SH   SOLE   27,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 5,825 67,800 SH   SOLE   67,800 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 68,423 406,697 SH   SOLE   406,697 0 0
STARBUCKS CORP COM 855244109 7,386 151,190 SH   SOLE   151,190 0 0
STARS GROUP INC COM 85570W100 12,398 341,530 SH   SOLE   341,530 0 0
STEEL DYNAMICS INC COM 858119100 12,265 266,910 SH   SOLE   266,910 0 0
SYNOVUS FINL CORP COM NEW 87161C501 9,092 172,100 SH   SOLE   172,100 0 0
T MOBILE US INC COM 872590104 307,046 5,138,837 SH   SOLE   5,138,837 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 6,910 189,010 SH   SOLE   189,010 0 0
TAL ED GROUP SPONSORED ADS 874080104 6,148 167,070 SH   SOLE   167,070 0 0
TAPESTRY INC COM 876030107 7,201 154,162 SH   SOLE   154,162 0 0
TARGET CORP COM 87612E106 21,230 278,900 SH   SOLE   278,900 0 0
TECK RESOURCES LTD CL B 878742204 6,977 274,130 SH   SOLE   274,130 0 0
TERADATA CORP DEL COM 88076W103 7,129 177,560 SH   SOLE   177,560 0 0
TEXAS INSTRS INC COM 882508104 7,106 64,450 SH   SOLE   64,450 0 0
TIFFANY & CO NEW COM 886547108 26,387 200,510 SH   SOLE   200,510 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 7,084 420,140 SH   SOLE   420,140 0 0
TJX COS INC NEW COM 872540109 35,348 371,380 SH   SOLE   371,380 0 0
TRACTOR SUPPLY CO COM 892356106 17,784 232,501 SH   SOLE   232,501 0 0
TRANSOCEAN LTD REG SHS H8817H100 7,615 566,610 SH   SOLE   566,610 0 0
TWITTER INC COM 90184L102 11,209 256,680 SH   SOLE   256,680 0 0
U S SILICA HLDGS INC COM 90346E103 3,329 129,570 SH   SOLE   129,570 0 0
UNITED STATES STL CORP NEW COM 912909108 1,962 56,460 SH   SOLE   56,460 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,478 30,480 SH   SOLE   30,480 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 314,572 2,822,797 SH   SOLE   2,822,797 0 0
URBAN OUTFITTERS INC COM 917047102 21,224 476,410 SH   SOLE   476,410 0 0
V F CORP COM 918204108 143 1,750 SH   SOLE   1,750 0 0
VALE S A ADR 91912E105 6,731 525,060 SH   SOLE   525,060 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 7,571 325,790 SH   SOLE   325,790 0 0
VERSO CORP CL A 92531L207 9,502 436,650 SH   SOLE   436,650 0 0
VISA INC COM CL A 92826C839 125,989 951,222 SH   SOLE   951,222 0 0
VMWARE INC CL A COM 928563402 9,710 66,070 SH   SOLE   66,070 0 0
WALMART INC COM 931142103 27,178 317,310 SH   SOLE   317,310 0 0
WARRIOR MET COAL INC COM 93627C101 9,922 359,890 SH   SOLE   359,890 0 0
WASTE CONNECTIONS INC COM 94106B101 253,398 3,366,070 SH   SOLE   3,366,070 0 0
WAYFAIR INC CL A 94419L101 922 7,760 SH   SOLE   7,760 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 221 2,186 SH   SOLE   2,186 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 11,849 48,120 SH   SOLE   48,120 0 0
WENDYS CO COM 95058W100 181 10,540 SH   SOLE   10,540 0 0
WOLVERINE WORLD WIDE INC COM 978097103 3,030 87,130 SH   SOLE   87,130 0 0
YY INC ADS REPCOM CLA 98426T106 6,233 62,040 SH   SOLE   62,040 0 0
ZOES KITCHEN INC COM 98979J109 2,971 304,420 SH   SOLE   304,420 0 0
ZOETIS INC CL A 98978V103 10,104 118,600 SH   SOLE   118,600 0 0
ZUMIEZ INC COM 989817101 994 39,699 SH   SOLE   39,699 0 0