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
51JOB INC SP ADR REP COM 316827104 31,766 412,600 SH   SOLE   0 412,600 0
ABBVIE INC COM 00287Y109 6,950 73,486 SH   SOLE   0 73,486 0
ABIOMED INC COM 003654100 287,325 638,856 SH   SOLE   0 638,856 0
ADOBE SYS INC COM 00724F101 309,210 1,145,437 SH   SOLE   0 1,145,437 0
AES CORP COM 00130H105 1,475 105,371 SH   SOLE   0 105,371 0
AFLAC INC COM 001055102 216,949 4,609,090 SH   SOLE   0 4,609,090 0
AGILENT TECHNOLOGIES INC COM 00846U101 42,039 595,960 SH   SOLE   0 595,960 0
AIR PRODS & CHEMS INC COM 009158106 615 3,682 SH   SOLE   0 3,682 0
AIRCASTLE LTD COM G0129K104 96 4,416 SH   SOLE   0 4,416 0
AKAMAI TECHNOLOGIES INC COM 00971T101 50,644 692,336 SH   SOLE   0 692,336 0
ALCOA CORP COM 013872106 961 23,800 SH   SOLE   0 23,800 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 45,041 273,377 SH   SOLE   0 273,377 0
ALIGN TECHNOLOGY INC COM 016255101 287,372 734,554 SH   SOLE   0 734,554 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 54,576 1,049,342 SH   SOLE   0 1,049,342 0
ALLSTATE CORP COM 020002101 754 7,648 SH   SOLE   0 7,648 0
ALPHABET INC CAP STK CL A 02079K305 22,501 18,641 SH   SOLE   0 18,641 0
ALPHABET INC CAP STK CL C 02079K107 113,730 95,294 SH   SOLE   0 95,294 0
ALTRIA GROUP INC COM 02209S103 3,409 56,536 SH   SOLE   0 56,536 0
AMAZON COM INC COM 023135106 154,817 77,293 SH   SOLE   0 77,293 0
AMEDISYS INC COM 023436108 5,276 42,227 SH   SOLE   0 42,227 0
AMEREN CORP COM 023608102 426 6,748 SH   SOLE   0 6,748 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 4,355 175,408 SH   SOLE   0 175,408 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 1,466 41,476 SH   SOLE   0 41,476 0
AMERICAN FINL GROUP INC OHIO COM 025932104 1,307 11,781 SH   SOLE   0 11,781 0
AMERICAN NATL INS CO COM 028591105 244 1,893 SH   SOLE   0 1,893 0
AMGEN INC COM 031162100 9,261 44,679 SH   SOLE   0 44,679 0
ANNALY CAP MGMT INC COM 035710409 2,238 218,800 SH   SOLE   0 218,800 0
ANSYS INC COM 03662Q105 144,280 772,876 SH   SOLE   0 772,876 0
ANTERO RES CORP COM 03674X106 956 54,000 SH   SOLE   0 54,000 0
APPLE HOSPITALITY REIT INC COM NEW 03784Y200 25,734 1,471,366 SH   SOLE   0 1,471,366 0
APPLE INC COM 037833100 239,658 1,061,659 SH   SOLE   0 1,061,659 0
ARCBEST CORP COM 03937C105 87 1,805 SH   SOLE   0 1,805 0
ARCH COAL INC CL A 039380407 47,352 529,669 SH   SOLE   0 529,669 0
ARCONIC INC COM 03965L100 1,027 46,700 SH   SOLE   0 46,700 0
ARISTA NETWORKS INC COM 040413106 1,010 3,800 SH   SOLE   0 3,800 0
ARMSTRONG WORLD INDS INC NEW COM 04247X102 41,611 597,863 SH   SOLE   0 597,863 0
ASHLAND GLOBAL HLDGS INC COM 044186104 1,258 15,004 SH   SOLE   0 15,004 0
ASPEN TECHNOLOGY INC COM 045327103 83,425 732,382 SH   SOLE   0 732,382 0
ATHENAHEALTH INC COM 04685W103 106,074 793,974 SH   SOLE   0 793,974 0
AUTOHOME INC SP ADR RP CL A 05278C107 126,882 1,639,100 SH   SOLE   0 1,639,100 0
AUTOZONE INC COM 053332102 2,803 3,614 SH   SOLE   0 3,614 0
AXALTA COATING SYS LTD COM G0750C108 903 31,000 SH   SOLE   0 31,000 0
AXON ENTERPRISE INC COM 05464C101 9,555 139,646 SH   SOLE   0 139,646 0
BAIDU INC SPON ADR REP A 056752108 32,596 142,543 SH   SOLE   0 142,543 0
BANK AMER CORP COM 060505104 5,773 195,978 SH   SOLE   0 195,978 0
BAXTER INTL INC COM 071813109 275,771 3,577,272 SH   SOLE   0 3,577,272 0
BEST BUY INC COM 086516101 225,641 2,843,269 SH   SOLE   0 2,843,269 0
BIOGEN INC COM 09062X103 218,735 619,105 SH   SOLE   0 619,105 0
BOEING CO COM 097023105 343,634 923,997 SH   SOLE   0 923,997 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 14 300 SH   SOLE   0 300 0
BOSTON BEER INC CL A 100557107 51,601 179,484 SH   SOLE   0 179,484 0
BOX INC CL A 10316T104 1,991 83,294 SH   SOLE   0 83,294 0
BRINKER INTL INC COM 109641100 1,916 41,004 SH   SOLE   0 41,004 0
BRISTOL MYERS SQUIBB CO COM 110122108 4,142 66,724 SH   SOLE   0 66,724 0
BRUKER CORP COM 116794108 23,431 700,482 SH   SOLE   0 700,482 0
BUCKLE INC COM 118440106 1,629 70,693 SH   SOLE   0 70,693 0
CABOT MICROELECTRONICS CORP COM 12709P103 1,193 11,570 SH   SOLE   0 11,570 0
CABOT OIL & GAS CORP COM 127097103 1,013 45,000 SH   SOLE   0 45,000 0
CACTUS INC CL A 127203107 5,330 139,262 SH   SOLE   0 139,262 0
CADENCE BANCORPORATION CL A 12739A100 951 36,429 SH   SOLE   0 36,429 0
CADENCE DESIGN SYSTEM INC COM 127387108 192,472 4,246,958 SH   SOLE   0 4,246,958 0
CAMPBELL SOUP CO COM 134429109 457 12,500 SH   SOLE   0 12,500 0
CARDINAL HEALTH INC COM 14149Y108 518 9,600 SH   SOLE   0 9,600 0
CBRE GROUP INC CL A 12504L109 133,879 3,035,827 SH   SOLE   0 3,035,827 0
CBS CORP NEW CL B 124857202 206 3,600 SH   SOLE   0 3,600 0
CELANESE CORP DEL COM 150870103 45,572 399,761 SH   SOLE   0 399,761 0
CELGENE CORP COM 151020104 79,931 893,194 SH   SOLE   0 893,194 0
CENTERPOINT ENERGY INC COM 15189T107 121,796 4,404,926 SH   SOLE   0 4,404,926 0
CENTURYLINK INC COM 156700106 1,017 48,000 SH   SOLE   0 48,000 0
CERNER CORP COM 156782104 108,027 1,677,182 SH   SOLE   0 1,677,182 0
CHEMED CORP NEW COM 16359R103 57,570 180,144 SH   SOLE   0 180,144 0
CHEMOURS CO COM 163851108 891 22,600 SH   SOLE   0 22,600 0
CHEVRON CORP NEW COM 166764100 7,845 64,159 SH   SOLE   0 64,159 0
CHILDRENS PL INC COM 168905107 27,372 214,179 SH   SOLE   0 214,179 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,869 10,713 SH   SOLE   0 10,713 0
CIGNA CORPORATION COM 125509109 60,860 292,245 SH   SOLE   0 292,245 0
CISCO SYS INC COM 17275R102 1,008 20,724 SH   SOLE   0 20,724 0
CITI TRENDS INC COM 17306X102 1,611 56,020 SH   SOLE   0 56,020 0
CITIZENS FINL GROUP INC COM 174610105 307 7,976 SH   SOLE   0 7,976 0
CITRIX SYS INC COM 177376100 253,451 2,280,058 SH   SOLE   0 2,280,058 0
CLEARWAY ENERGY INC CL C 18539C204 879 45,708 SH   SOLE   0 45,708 0
COEUR MNG INC COM NEW 192108504 9,592 1,799,726 SH   SOLE   0 1,799,726 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 1,128 20,222 SH   SOLE   0 20,222 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,194 15,485 SH   SOLE   0 15,485 0
COHEN & STEERS INC COM 19247A100 817 20,132 SH   SOLE   0 20,132 0
COLUMBIA SPORTSWEAR CO COM 198516106 6,611 71,039 SH   SOLE   0 71,039 0
COMERICA INC COM 200340107 207,701 2,302,681 SH   SOLE   0 2,302,681 0
COMMVAULT SYSTEMS INC COM 204166102 30,137 430,530 SH   SOLE   0 430,530 0
CONCERT PHARMACEUTICALS INC COM 206022105 398 26,859 SH   SOLE   0 26,859 0
CONSOLIDATED EDISON INC COM 209115104 251 3,300 SH   SOLE   0 3,300 0
CONTINENTAL BLDG PRODS INC COM 211171103 12,466 331,996 SH   SOLE   0 331,996 0
COPART INC COM 217204106 41,919 813,493 SH   SOLE   0 813,493 0
COREPOINT LODGING INC COM 21872L104 6,933 356,462 SH   SOLE   0 356,462 0
COTY INC COM CL A 222070203 1,004 80,000 SH   SOLE   0 80,000 0
CROCS INC COM 227046109 29,120 1,367,824 SH   SOLE   0 1,367,824 0
CUBESMART COM 229663109 934 32,751 SH   SOLE   0 32,751 0
CUTERA INC COM 232109108 5,458 167,710 SH   SOLE   0 167,710 0
DANAHER CORP DEL COM 235851102 1,021 9,400 SH   SOLE   0 9,400 0
DARDEN RESTAURANTS INC COM 237194105 989 8,900 SH   SOLE   0 8,900 0
DECKERS OUTDOOR CORP COM 243537107 95,880 808,573 SH   SOLE   0 808,573 0
DENBURY RES INC COM NEW 247916208 9,856 1,589,825 SH   SOLE   0 1,589,825 0
DEVON ENERGY CORP NEW COM 25179M103 1,018 25,500 SH   SOLE   0 25,500 0
DIGITAL RLTY TR INC COM 253868103 978 8,700 SH   SOLE   0 8,700 0
DILLARDS INC CL A 254067101 9,943 130,257 SH   SOLE   0 130,257 0
DINE BRANDS GLOBAL INC COM 254423106 2,851 35,064 SH   SOLE   0 35,064 0
DONALDSON INC COM 257651109 320 5,500 SH   SOLE   0 5,500 0
DUKE ENERGY CORP NEW COM NEW 26441C204 4,163 52,027 SH   SOLE   0 52,027 0
DYNEX CAP INC COM NEW 26817Q506 144 22,721 SH   SOLE   0 22,721 0
EAGLE PHARMACEUTICALS INC COM 269796108 1,282 18,494 SH   SOLE   0 18,494 0
EAST WEST BANCORP INC COM 27579R104 514 8,517 SH   SOLE   0 8,517 0
EBAY INC COM 278642103 181,083 5,484,070 SH   SOLE   0 5,484,070 0
ECOLAB INC COM 278865100 1,003 6,400 SH   SOLE   0 6,400 0
EDWARDS LIFESCIENCES CORP COM 28176E108 182,662 1,049,182 SH   SOLE   0 1,049,182 0
ELECTRO SCIENTIFIC INDS COM 285229100 0 131,103 SH   SOLE   0 131,103 0
ELECTRONIC ARTS INC COM 285512109 66,023 547,955 SH   SOLE   0 547,955 0
EMCOR GROUP INC COM 29084Q100 1,335 17,787 SH   SOLE   0 17,787 0
ENNIS INC COM 293389102 130 6,383 SH   SOLE   0 6,383 0
EQT CORP COM 26884L109 955 21,600 SH   SOLE   0 21,600 0
EVERCORE INC CLASS A 29977A105 72,048 716,540 SH   SOLE   0 716,540 0
EXANTAS CAP CORP COM NEW 30068N105 3,202 291,657 SH   SOLE   0 291,657 0
EXELIXIS INC COM 30161Q104 82,698 4,666,961 SH   SOLE   0 4,666,961 0
EXELON CORP COM 30161N101 462 10,597 SH   SOLE   0 10,597 0
EXPEDITORS INTL WASH INC COM 302130109 88,985 1,210,194 SH   SOLE   0 1,210,194 0
EXXON MOBIL CORP COM 30231G102 26,937 316,833 SH   SOLE   0 316,833 0
F5 NETWORKS INC COM 315616102 219,114 1,098,760 SH   SOLE   0 1,098,760 0
FACEBOOK INC CL A 30303M102 40,888 248,622 SH   SOLE   0 248,622 0
FACTSET RESH SYS INC COM 303075105 1,006 4,500 SH   SOLE   0 4,500 0
FASTENAL CO COM 311900104 81,028 1,396,560 SH   SOLE   0 1,396,560 0
FEDEX CORP COM 31428X106 1,011 4,200 SH   SOLE   0 4,200 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 96,361 2,448,841 SH   SOLE   0 2,448,841 0
FIRST AMERN FINL CORP COM 31847R102 1,711 33,183 SH   SOLE   0 33,183 0
FIRST HAWAIIAN INC COM 32051X108 6,469 238,209 SH   SOLE   0 238,209 0
FLOWSERVE CORP COM 34354P105 847 15,500 SH   SOLE   0 15,500 0
FOOT LOCKER INC COM 344849104 247 4,852 SH   SOLE   0 4,852 0
FORTINET INC COM 34959E109 164,868 1,786,803 SH   SOLE   0 1,786,803 0
FOSSIL GROUP INC COM 34988V106 25,051 1,076,116 SH   SOLE   0 1,076,116 0
FTI CONSULTING INC COM 302941109 27,139 370,806 SH   SOLE   0 370,806 0
FTS INTERNATIONAL INC COM 30283W104 774 65,706 SH   SOLE   0 65,706 0
GAMING & LEISURE PPTYS INC COM 36467J108 4,037 114,542 SH   SOLE   0 114,542 0
GAP INC DEL COM 364760108 2,026 70,250 SH   SOLE   0 70,250 0
GENERAL ELECTRIC CO COM 369604103 937 83,000 SH   SOLE   0 83,000 0
GENERAL MLS INC COM 370334104 321 7,500 SH   SOLE   0 7,500 0
GENESCO INC COM 371532102 3,459 73,451 SH   SOLE   0 73,451 0
GENOMIC HEALTH INC COM 37244C101 431 6,149 SH   SOLE   0 6,149 0
GEO GROUP INC NEW COM 36162J106 24 969 SH   SOLE   0 969 0
GILEAD SCIENCES INC COM 375558103 6,454 83,596 SH   SOLE   0 83,596 0
GLOBUS MED INC CL A 379577208 11,586 204,123 SH   SOLE   0 204,123 0
GRACO INC COM 384109104 39,966 862,459 SH   SOLE   0 862,459 0
GRAINGER W W INC COM 384802104 271,563 759,809 SH   SOLE   0 759,809 0
HAEMONETICS CORP COM 405024100 55,397 483,484 SH   SOLE   0 483,484 0
HALOZYME THERAPEUTICS INC COM 40637H109 21,690 1,193,727 SH   SOLE   0 1,193,727 0
HANOVER INS GROUP INC COM 410867105 9,201 74,584 SH   SOLE   0 74,584 0
HD SUPPLY HLDGS INC COM 40416M105 62,381 1,457,860 SH   SOLE   0 1,457,860 0
HECLA MNG CO COM 422704106 10,743 3,850,811 SH   SOLE   0 3,850,811 0
HFF INC CL A 40418F108 2,796 65,837 SH   SOLE   0 65,837 0
HOLLYFRONTIER CORP COM 436106108 2,614 37,399 SH   SOLE   0 37,399 0
HOME DEPOT INC COM 437076102 1,049 5,067 SH   SOLE   0 5,067 0
HORTONWORKS INC COM 440894103 6,564 287,805 SH   SOLE   0 287,805 0
HP INC COM 40434L105 3,924 152,308 SH   SOLE   0 152,308 0
HUMANA INC COM 444859102 109,276 322,807 SH   SOLE   0 322,807 0
HUNT J B TRANS SVCS INC COM 445658107 15,438 129,800 SH   SOLE   0 129,800 0
HUNTINGTON INGALLS INDS INC COM 446413106 5,838 22,798 SH   SOLE   0 22,798 0
HUNTSMAN CORP COM 447011107 45,904 1,685,795 SH   SOLE   0 1,685,795 0
ICF INTL INC COM 44925C103 81 1,081 SH   SOLE   0 1,081 0
ICICI BK LTD ADR 45104G104 1,236 145,600 SH   SOLE   0 145,600 0
IDEXX LABS INC COM 45168D104 225,507 903,259 SH   SOLE   0 903,259 0
INFOSYS LTD SPONSORED ADR 456788108 4,816 473,600 SH   SOLE   0 473,600 0
INNOVIVA INC COM 45781M101 22,400 1,469,857 SH   SOLE   0 1,469,857 0
INSPERITY INC COM 45778Q107 35,712 302,773 SH   SOLE   0 302,773 0
INTEL CORP COM 458140100 289 6,124 SH   SOLE   0 6,124 0
INTERDIGITAL INC COM 45867G101 1,804 22,557 SH   SOLE   0 22,557 0
INTERFACE INC COM 458665304 583 24,971 SH   SOLE   0 24,971 0
INTERNATIONAL BUSINESS MACHS COM 459200101 948 6,270 SH   SOLE   0 6,270 0
INTL PAPER CO COM 460146103 948 19,300 SH   SOLE   0 19,300 0
INTUIT COM 461202103 319,869 1,406,636 SH   SOLE   0 1,406,636 0
INTUITIVE SURGICAL INC COM NEW 46120E602 129,449 225,522 SH   SOLE   0 225,522 0
INVESCO LTD SHS G491BT108 576 25,200 SH   SOLE   0 25,200 0
JEFFERIES FINL GROUP INC COM 47233W109 35 1,600 SH   SOLE   0 1,600 0
JOHNSON & JOHNSON COM 478160104 25,467 184,320 SH   SOLE   0 184,320 0
JONES LANG LASALLE INC COM 48020Q107 94,896 657,544 SH   SOLE   0 657,544 0
JPMORGAN CHASE & CO COM 46625H100 16,704 148,041 SH   SOLE   0 148,041 0
KELLY SVCS INC CL A 488152208 596 24,831 SH   SOLE   0 24,831 0
KEMPER CORP DEL COM 488401100 13,345 165,886 SH   SOLE   0 165,886 0
KFORCE INC COM 493732101 7,981 212,282 SH   SOLE   0 212,282 0
KIMBALL INTL INC CL B 494274103 788 47,069 SH   SOLE   0 47,069 0
KINDER MORGAN INC DEL COM 49456B101 1,151 64,947 SH   SOLE   0 64,947 0
KKR REAL ESTATE FIN TR INC COM 48251K100 604 29,948 SH   SOLE   0 29,948 0
KLA-TENCOR CORP COM 482480100 40,763 400,782 SH   SOLE   0 400,782 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 993 28,800 SH   SOLE   0 28,800 0
KOHLS CORP COM 500255104 1,874 25,144 SH   SOLE   0 25,144 0
KROGER CO COM 501044101 2,115 72,678 SH   SOLE   0 72,678 0
KRONOS WORLDWIDE INC COM 50105F105 3,255 200,312 SH   SOLE   0 200,312 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 746 4,300 SH   SOLE   0 4,300 0
LADDER CAP CORP CL A 505743104 1,963 115,896 SH   SOLE   0 115,896 0
LANDSTAR SYS INC COM 515098101 56,792 465,516 SH   SOLE   0 465,516 0
LAUDER ESTEE COS INC CL A 518439104 24 167 SH   SOLE   0 167 0
LEAR CORP COM NEW 521865204 855 5,900 SH   SOLE   0 5,900 0
LENNAR CORP CL A 526057104 508 10,900 SH   SOLE   0 10,900 0
LIBERTY PPTY TR SH BEN INT 531172104 967 22,900 SH   SOLE   0 22,900 0
LOEWS CORP COM 540424108 502 10,000 SH   SOLE   0 10,000 0
LORAL SPACE & COMMUNICATNS I COM 543881106 882 19,444 SH   SOLE   0 19,444 0
LOUISIANA PAC CORP COM 546347105 69,051 2,606,707 SH   SOLE   0 2,606,707 0
MACYS INC COM 55616P104 4,485 129,163 SH   SOLE   0 129,163 0
MANHATTAN ASSOCS INC COM 562750109 64,380 1,179,137 SH   SOLE   0 1,179,137 0
MARCUS & MILLICHAP INC COM 566324109 4,726 136,168 SH   SOLE   0 136,168 0
MARTIN MARIETTA MATLS INC COM 573284106 181 1,000 SH   SOLE   0 1,000 0
MASCO CORP COM 574599106 32,857 897,743 SH   SOLE   0 897,743 0
MASIMO CORP COM 574795100 86,184 692,024 SH   SOLE   0 692,024 0
MASTERCARD INCORPORATED CL A 57636Q104 317,990 1,428,465 SH   SOLE   0 1,428,465 0
MDU RES GROUP INC COM 552690109 32,513 1,265,617 SH   SOLE   0 1,265,617 0
MEDIFAST INC COM 58470H101 32,133 145,041 SH   SOLE   0 145,041 0
MEDPACE HLDGS INC COM 58506Q109 5,637 94,096 SH   SOLE   0 94,096 0
MERCK & CO INC COM 58933Y105 26 377 SH   SOLE   0 377 0
MERCURY GENL CORP NEW COM 589400100 12,282 244,861 SH   SOLE   0 244,861 0
METLIFE INC COM 59156R108 3,536 75,686 SH   SOLE   0 75,686 0
METTLER TOLEDO INTERNATIONAL COM 592688105 4,984 8,185 SH   SOLE   0 8,185 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 381 12,922 SH   SOLE   0 12,922 0
MICROSOFT CORP COM 594918104 155,635 1,360,807 SH   SOLE   0 1,360,807 0
MOELIS & CO CL A 60786M105 1,956 35,694 SH   SOLE   0 35,694 0
MOMO INC ADR 60879B107 167,817 3,831,449 SH   SOLE   0 3,831,449 0
MONSTER BEVERAGE CORP NEW COM 61174X109 19,337 331,798 SH   SOLE   0 331,798 0
MOVADO GROUP INC COM 624580106 2,197 52,446 SH   SOLE   0 52,446 0
MSC INDL DIRECT INC CL A 553530106 1,689 19,176 SH   SOLE   0 19,176 0
MSG NETWORK INC CL A 553573106 23,101 895,396 SH   SOLE   0 895,396 0
NATIONAL BEVERAGE CORP COM 635017106 27,853 238,841 SH   SOLE   0 238,841 0
NATIONAL CINEMEDIA INC COM 635309107 176 16,628 SH   SOLE   0 16,628 0
NATIONAL FUEL GAS CO N J COM 636180101 5,865 104,622 SH   SOLE   0 104,622 0
NATIONAL WESTN LIFE GROUP IN CL A 638517102 1,069 3,352 SH   SOLE   0 3,352 0
NETAPP INC COM 64110D104 161,995 1,886,084 SH   SOLE   0 1,886,084 0
NETEASE INC SPONSORED ADR 64110W102 587 2,572 SH   SOLE   0 2,572 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 17,695 239,100 SH   SOLE   0 239,100 0
NEWMARKET CORP COM 651587107 6,956 17,156 SH   SOLE   0 17,156 0
NEWMONT MINING CORP COM 651639106 10,573 350,100 SH   SOLE   0 350,100 0
NMI HLDGS INC CL A 629209305 8,384 370,194 SH   SOLE   0 370,194 0
NORTHWESTERN CORP COM NEW 668074305 4,073 69,437 SH   SOLE   0 69,437 0
NRG ENERGY INC COM NEW 629377508 143,547 3,838,175 SH   SOLE   0 3,838,175 0
NU SKIN ENTERPRISES INC CL A 67018T105 61,553 746,830 SH   SOLE   0 746,830 0
NVR INC COM 62944T105 129,432 52,385 SH   SOLE   0 52,385 0
OCCIDENTAL PETE CORP DEL COM 674599105 97,722 1,189,270 SH   SOLE   0 1,189,270 0
OGE ENERGY CORP COM 670837103 4,092 112,674 SH   SOLE   0 112,674 0
OLD DOMINION FGHT LINES INC COM 679580100 41,097 254,850 SH   SOLE   0 254,850 0
OLD REP INTL CORP COM 680223104 14,327 640,184 SH   SOLE   0 640,184 0
ONE GAS INC COM 68235P108 4,163 50,606 SH   SOLE   0 50,606 0
ORTHOFIX MED INC COM 68752M108 27 477 SH   SOLE   0 477 0
OWENS CORNING NEW COM 690742101 976 18,000 SH   SOLE   0 18,000 0
PARK HOTELS RESORTS INC COM 700517105 18,915 576,343 SH   SOLE   0 576,343 0
PEABODY ENERGY CORP NEW COM 704551100 15,435 433,106 SH   SOLE   0 433,106 0
PFIZER INC COM 717081103 2,043 46,375 SH   SOLE   0 46,375 0
PHILLIPS 66 COM 718546104 77,778 690,015 SH   SOLE   0 690,015 0
PJT PARTNERS INC COM CL A 69343T107 3,203 61,198 SH   SOLE   0 61,198 0
PLANTRONICS INC NEW COM 727493108 9,538 158,188 SH   SOLE   0 158,188 0
PORTLAND GEN ELEC CO COM NEW 736508847 829 18,194 SH   SOLE   0 18,194 0
PRAXAIR INC COM 74005P104 2,942 18,308 SH   SOLE   0 18,308 0
PRICE T ROWE GROUP INC COM 74144T108 250,871 2,297,776 SH   SOLE   0 2,297,776 0
PROCTER AND GAMBLE CO COM 742718109 1,600 19,231 SH   SOLE   0 19,231 0
PROGRESS SOFTWARE CORP COM 743312100 18,340 519,708 SH   SOLE   0 519,708 0
PROLOGIS INC COM 74340W103 115 1,700 SH   SOLE   0 1,700 0
PROOFPOINT INC COM 743424103 167 1,571 SH   SOLE   0 1,571 0
PRUDENTIAL FINL INC COM 744320102 487 4,815 SH   SOLE   0 4,815 0
PS BUSINESS PKS INC CALIF COM 69360J107 1,808 14,232 SH   SOLE   0 14,232 0
PUBLIC STORAGE COM 74460D109 181,004 897,708 SH   SOLE   0 897,708 0
PULTE GROUP INC COM 745867101 4,743 191,511 SH   SOLE   0 191,511 0
PURE STORAGE INC CL A 74624M102 986 38,000 SH   SOLE   0 38,000 0
QUALYS INC COM 74758T303 146 1,646 SH   SOLE   0 1,646 0
QUINSTREET INC COM 74874Q100 10,420 767,899 SH   SOLE   0 767,899 0
RALPH LAUREN CORP CL A 751212101 40,453 294,101 SH   SOLE   0 294,101 0
RAYONIER INC COM 754907103 42,107 1,245,414 SH   SOLE   0 1,245,414 0
RAYTHEON CO COM NEW 755111507 100,606 486,819 SH   SOLE   0 486,819 0
RED HAT INC COM 756577102 249,702 1,832,275 SH   SOLE   0 1,832,275 0
REGENERON PHARMACEUTICALS COM 75886F107 15,927 39,421 SH   SOLE   0 39,421 0
REGIONS FINL CORP NEW COM 7591EP100 18,965 1,033,523 SH   SOLE   0 1,033,523 0
REINSURANCE GROUP AMER INC COM NEW 759351604 881 6,100 SH   SOLE   0 6,100 0
RESMED INC COM 761152107 1,502 13,031 SH   SOLE   0 13,031 0
REX AMERICAN RESOURCES CORP COM 761624105 1,650 21,848 SH   SOLE   0 21,848 0
RH COM 74967X103 23,240 177,392 SH   SOLE   0 177,392 0
ROBERT HALF INTL INC COM 770323103 123,464 1,754,251 SH   SOLE   0 1,754,251 0
ROLLINS INC COM 775711104 364 6,000 SH   SOLE   0 6,000 0
RUDOLPH TECHNOLOGIES INC COM 781270103 4,998 204,437 SH   SOLE   0 204,437 0
S&P GLOBAL INC COM 78409V104 957 4,900 SH   SOLE   0 4,900 0
SCHLUMBERGER LTD COM 806857108 268 4,400 SH   SOLE   0 4,400 0
SERVICENOW INC COM 81762P102 4,720 24,130 SH   SOLE   0 24,130 0
SHOE CARNIVAL INC COM 824889109 1,396 36,266 SH   SOLE   0 36,266 0
SIMON PPTY GROUP INC NEW COM 828806109 1,078 6,100 SH   SOLE   0 6,100 0
SIMPSON MANUFACTURING CO INC COM 829073105 23,343 322,153 SH   SOLE   0 322,153 0
SIRIUS XM HLDGS INC COM 82968B103 11,310 1,789,617 SH   SOLE   0 1,789,617 0
SLEEP NUMBER CORP COM 83125X103 38,333 1,042,250 SH   SOLE   0 1,042,250 0
SMITH A O COM 831865209 85,179 1,596,018 SH   SOLE   0 1,596,018 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 70,756 771,862 SH   SOLE   0 771,862 0
SPIRIT RLTY CAP INC NEW COM 84860W102 1,765 219,004 SH   SOLE   0 219,004 0
SPLUNK INC COM 848637104 9,385 77,620 SH   SOLE   0 77,620 0
SPROUTS FMRS MKT INC COM 85208M102 19,299 704,094 SH   SOLE   0 704,094 0
SPS COMM INC COM 78463M107 119 1,208 SH   SOLE   0 1,208 0
ST JOE CO COM 790148100 272 16,234 SH   SOLE   0 16,234 0
STAAR SURGICAL CO COM PAR $0.01 852312305 3,035 63,242 SH   SOLE   0 63,242 0
STAMPS COM INC COM NEW 852857200 18,416 81,419 SH   SOLE   0 81,419 0
STATE STR CORP COM 857477103 101,550 1,212,115 SH   SOLE   0 1,212,115 0
STONERIDGE INC COM 86183P102 2,122 71,425 SH   SOLE   0 71,425 0
STURM RUGER & CO INC COM 864159108 6,497 94,101 SH   SOLE   0 94,101 0
SUNSTONE HOTEL INVS INC NEW COM 867892101 57 3,541 SH   SOLE   0 3,541 0
SUNTRUST BKS INC COM 867914103 5,266 78,846 SH   SOLE   0 78,846 0
SURMODICS INC COM 868873100 2,822 37,806 SH   SOLE   0 37,806 0
SYNCHRONY FINL COM 87165B103 37 1,200 SH   SOLE   0 1,200 0
SYNOVUS FINL CORP COM NEW 87161C501 78,199 1,707,794 SH   SOLE   0 1,707,794 0
TAILORED BRANDS INC COM 87403A107 33,234 1,319,369 SH   SOLE   0 1,319,369 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 20,746 469,800 SH   SOLE   0 469,800 0
TCF FINL CORP COM 872275102 11,256 472,743 SH   SOLE   0 472,743 0
TECHTARGET INC COM 87874R100 2,087 107,510 SH   SOLE   0 107,510 0
TELEDYNE TECHNOLOGIES INC COM 879360105 616 2,500 SH   SOLE   0 2,500 0
TERADATA CORP DEL COM 88076W103 4,198 111,342 SH   SOLE   0 111,342 0
TEREX CORP NEW COM 880779103 61,027 1,529,116 SH   SOLE   0 1,529,116 0
TERNIUM SA SPON ADR 880890108 10,402 343,415 SH   SOLE   0 343,415 0
TEXAS INSTRS INC COM 882508104 175,358 1,634,436 SH   SOLE   0 1,634,436 0
TEXTRON INC COM 883203101 10,300 144,124 SH   SOLE   0 144,124 0
TIFFANY & CO NEW COM 886547108 516 4,001 SH   SOLE   0 4,001 0
TOLL BROTHERS INC COM 889478103 426 12,900 SH   SOLE   0 12,900 0
TORCHMARK CORP COM 891027104 55,549 640,781 SH   SOLE   0 640,781 0
TORO CO COM 891092108 43,198 720,335 SH   SOLE   0 720,335 0
TRAVELERS COMPANIES INC COM 89417E109 248,348 1,914,647 SH   SOLE   0 1,914,647 0
TREX CO INC COM 89531P105 46,269 601,054 SH   SOLE   0 601,054 0
TRIBUNE MEDIA CO CL A 896047503 8,946 232,807 SH   SOLE   0 232,807 0
TRIPADVISOR INC COM 896945201 107,632 2,107,553 SH   SOLE   0 2,107,553 0
UGI CORP NEW COM 902681105 72,808 1,312,341 SH   SOLE   0 1,312,341 0
UNDER ARMOUR INC CL A 904311107 1,547 72,904 SH   SOLE   0 72,904 0
UNITED FIRE GROUP INC COM 910340108 313 6,174 SH   SOLE   0 6,174 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 40,850 319,444 SH   SOLE   0 319,444 0
UNIVERSAL INS HLDGS INC COM 91359V107 4,286 88,292 SH   SOLE   0 88,292 0
URBAN OUTFITTERS INC COM 917047102 111,173 2,718,187 SH   SOLE   0 2,718,187 0
US FOODS HLDG CORP COM 912008109 8,771 284,612 SH   SOLE   0 284,612 0
USANA HEALTH SCIENCES INC COM 90328M107 22,237 184,466 SH   SOLE   0 184,466 0
V F CORP COM 918204108 144,259 1,543,703 SH   SOLE   0 1,543,703 0
VALERO ENERGY CORP NEW COM 91913Y100 58,841 517,289 SH   SOLE   0 517,289 0
VARIAN MED SYS INC COM 92220P105 131,377 1,173,750 SH   SOLE   0 1,173,750 0
VERIZON COMMUNICATIONS INC COM 92343V104 306,635 5,743,306 SH   SOLE   0 5,743,306 0
VERSO CORP CL A 92531L207 14,292 424,498 SH   SOLE   0 424,498 0
VERTEX PHARMACEUTICALS INC COM 92532F100 273,276 1,417,848 SH   SOLE   0 1,417,848 0
VICI PPTYS INC COM 925652109 3,249 150,320 SH   SOLE   0 150,320 0
VISA INC COM CL A 92826C839 143,781 957,966 SH   SOLE   0 957,966 0
VISHAY INTERTECHNOLOGY INC COM 928298108 201 9,889 SH   SOLE   0 9,889 0
VISTRA ENERGY CORP COM 92840M102 44,604 1,792,771 SH   SOLE   0 1,792,771 0
VMWARE INC CL A COM 928563402 11,352 72,746 SH   SOLE   0 72,746 0
VOYA FINL INC COM 929089100 533 10,735 SH   SOLE   0 10,735 0
W & T OFFSHORE INC COM 92922P106 26,802 2,780,319 SH   SOLE   0 2,780,319 0
WADDELL & REED FINL INC CL A 930059100 7,858 371,052 SH   SOLE   0 371,052 0
WARRIOR MET COAL INC COM 93627C101 602 22,278 SH   SOLE   0 22,278 0
WEIBO CORP SPONSORED ADR 948596101 189,475 2,590,940 SH   SOLE   0 2,590,940 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 121,885 1,693,090 SH   SOLE   0 1,693,090 0
WELLCARE HEALTH PLANS INC COM 94946T106 4,849 15,132 SH   SOLE   0 15,132 0
WELLS FARGO CO NEW COM 949746101 1,972 37,537 SH   SOLE   0 37,537 0
WESTERN UN CO COM 959802109 1,031 54,125 SH   SOLE   0 54,125 0
WEYERHAEUSER CO COM 962166104 739 22,906 SH   SOLE   0 22,906 0
WINMARK CORP COM 974250102 143 866 SH   SOLE   0 866 0
WORKIVA INC COM CL A 98139A105 162 4,108 SH   SOLE   0 4,108 0
WORLDPAY INC CL A 981558109 153,473 1,520,939 SH   SOLE   0 1,520,939 0
WYNDHAM DESTINATIONS INC COM 98310W108 2,212 51,029 SH   SOLE   0 51,029 0
XENIA HOTELS & RESORTS INC COM 984017103 3,821 161,227 SH   SOLE   0 161,227 0
YELP INC CL A 985817105 54 1,115 SH   SOLE   0 1,115 0
YY INC ADS REPCOM CLA 98426T106 47,854 638,740 SH   SOLE   0 638,740 0
ZYNGA INC CL A 98986T108 110 27,537 SH   SOLE   0 27,537 0