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
ABBOTT LABS COM 002824100 44,888 611,842 SH   SOLE   611,842 0 0
ABBVIE INC COM 00287Y109 166,814 1,763,286 SH   SOLE   1,763,286 0 0
ABIOMED INC COM 003654100 5,722 12,721 SH   SOLE   12,721 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 17,318 101,807 SH   SOLE   101,807 0 0
ACTIVISION BLIZZARD INC COM 00507V109 12,013 144,362 SH   SOLE   144,362 0 0
ADOBE SYS INC COM 00724F101 9,293 34,420 SH   SOLE   34,420 0 0
ADTALEM GLOBAL ED INC COM 00737L103 5,700 118,189 SH   SOLE   118,189 0 0
AES CORP COM 00130H105 14,188 1,013,092 SH   SOLE   1,013,092 0 0
AFLAC INC COM 001055102 11,387 241,995 SH   SOLE   241,995 0 0
AG MTG INVT TR INC COM 001228105 1,666 91,545 SH   SOLE   91,545 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 35,004 496,264 SH   SOLE   496,264 0 0
AGNC INVT CORP COM 00123Q104 23,400 1,256,358 SH   SOLE   1,256,358 0 0
ALPHABET INC CAP STK CL A 02079K305 24,908 20,627 SH   SOLE   20,627 0 0
ALPHABET INC CAP STK CL C 02079K107 229,390 192,056 SH   SOLE   192,056 0 0
ALTRIA GROUP INC COM 02209S103 528 8,761 SH   SOLE   8,761 0 0
AMAZON COM INC COM 023135106 165,251 82,511 SH   SOLE   82,511 0 0
AMERICAN EXPRESS CO COM 025816109 20,648 193,868 SH   SOLE   193,868 0 0
AMGEN INC COM 031162100 24,398 117,693 SH   SOLE   117,693 0 0
ANADARKO PETE CORP COM 032511107 1,677 24,876 SH   SOLE   24,876 0 0
ANNALY CAP MGMT INC COM 035710409 8,433 824,745 SH   SOLE   824,745 0 0
ANTHEM INC COM 036752103 95,305 347,771 SH   SOLE   347,771 0 0
APPLE INC COM 037833100 139,510 617,946 SH   SOLE   617,946 0 0
APPLIED MATLS INC COM 038222105 6,420 166,091 SH   SOLE   166,091 0 0
ARISTA NETWORKS INC COM 040413106 9,920 37,310 SH   SOLE   37,310 0 0
ASPEN TECHNOLOGY INC COM 045327103 7,304 64,127 SH   SOLE   64,127 0 0
AT HOME GROUP INC COM 04650Y100 6,213 197,012 SH   SOLE   197,012 0 0
AT&T INC COM 00206R102 13,894 413,700 SH   SOLE   413,700 0 0
ATHENE HLDG LTD CL A G0684D107 12,828 248,528 SH   SOLE   248,528 0 0
AUTODESK INC COM 052769106 24,941 159,772 SH   SOLE   159,772 0 0
AVERY DENNISON CORP COM 053611109 26,469 244,308 SH   SOLE   244,308 0 0
AXOGEN INC COM 05463X106 18,788 510,893 SH   SOLE   510,893 0 0
BANK AMER CORP COM 060505104 106,490 3,614,144 SH   SOLE   3,614,144 0 0
BANK N S HALIFAX COM 064149107 8,964 150,500 SH   SOLE   150,500 0 0
BAYTEX ENERGY CORP COM 07317Q105 1,395 479,833 SH   SOLE   479,833 0 0
BECTON DICKINSON & CO COM 075887109 13,073 50,108 SH   SOLE   50,108 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 86,891 405,804 SH   SOLE   405,804 0 0
BEST BUY INC COM 086516101 179,832 2,265,616 SH   SOLE   2,265,616 0 0
BIO RAD LABS INC CL A 090572207 6,181 19,731 SH   SOLE   19,731 0 0
BIOGEN INC COM 09062X103 17,303 48,967 SH   SOLE   48,967 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 9,700 1,254,853 SH   SOLE   1,254,853 0 0
BLACKLINE INC COM 09239B109 8,148 144,272 SH   SOLE   144,272 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 141,945 3,726,117 SH   SOLE   3,726,117 0 0
BOEING CO COM 097023105 87,459 235,145 SH   SOLE   235,145 0 0
BOOKING HLDGS INC COM 09857L108 19,740 9,939 SH   SOLE   9,939 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 81,995 1,651,959 SH   SOLE   1,651,959 0 0
BOSTON SCIENTIFIC CORP COM 101137107 30,596 795,030 SH   SOLE   795,030 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 35,687 302,831 SH   SOLE   302,831 0 0
BROADCOM LTD SHS Y09827109 108,083 438,046 SH   SOLE   438,046 0 0
BURLINGTON STORES INC COM 122017106 79,589 488,487 SH   SOLE   488,487 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 16,787 370,381 SH   SOLE   370,381 0 0
CAESARS ENTMT CORP COM 127686103 28,267 2,751,044 SH   SOLE   2,751,044 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 5,681 88,139 SH   SOLE   88,139 0 0
CANADIAN NAT RES LTD COM 136385101 2,339 71,551 SH   SOLE   71,551 0 0
CANOPY GROWTH CORP COM 138035100 20,127 413,563 SH   SOLE   413,563 0 0
CARBON BLACK INC COM 14081R103 11,438 539,637 SH   SOLE   539,637 0 0
CARGURUS INC COM CL A 141788109 9,528 171,139 SH   SOLE   171,139 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 82,338 3,647,420 SH   SOLE   3,647,420 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 10,504 164,806 SH   SOLE   164,806 0 0
CATERPILLAR INC DEL COM 149123101 23,532 154,300 SH   SOLE   154,300 0 0
CELANESE CORP DEL COM SER A 150870103 20,684 181,450 SH   SOLE   181,450 0 0
CELGENE CORP COM 151020104 11,753 131,326 SH   SOLE   131,326 0 0
CENTENE CORP DEL COM 15135B101 46,536 321,435 SH   SOLE   321,435 0 0
CENTERPOINT ENERGY INC COM 15189T107 10,863 392,652 SH   SOLE   392,652 0 0
CERIDIAN HCM HLDG INC COM 15677J108 15,570 370,485 SH   SOLE   370,485 0 0
CHEGG INC COM 163092109 11,401 401,104 SH   SOLE   401,104 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,020 14,667 SH   SOLE   14,667 0 0
CHEVRON CORP NEW COM 166764100 3,112 25,450 SH   SOLE   25,450 0 0
CHURCHILL DOWNS INC COM 171484108 81,201 292,537 SH   SOLE   292,537 0 0
CINTAS CORP COM 172908105 105,941 535,608 SH   SOLE   535,608 0 0
CISCO SYS INC COM 17275R102 14,405 296,000 SH   SOLE   296,000 0 0
CITIGROUP INC COM NEW 172967424 236,645 3,297,990 SH   SOLE   3,297,990 0 0
CITIZENS FINL GROUP INC COM 174610105 31,589 819,120 SH   SOLE   819,120 0 0
CNH INDL N V SHS N20944109 60,650 5,046,326 SH   SOLE   5,046,326 0 0
CNOOC LTD SPONSORED ADR 126132109 1,996 10,112 SH   SOLE   10,112 0 0
COGNEX CORP COM 192422103 28,729 514,585 SH   SOLE   514,585 0 0
COMCAST CORP NEW CL A 20030N101 9,376 264,747 SH   SOLE   264,747 0 0
COMERICA INC COM 200340107 76,489 848,036 SH   SOLE   848,036 0 0
CONOCOPHILLIPS COM 20825C104 30,130 389,250 SH   SOLE   389,250 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 8,165 217,600 SH   SOLE   217,600 0 0
CONTINENTAL RESOURCES INC COM 212015101 2,041 29,898 SH   SOLE   29,898 0 0
COSTAR GROUP INC COM 22160N109 58,089 137,961 SH   SOLE   137,961 0 0
CRANE CO COM 224399105 14,387 146,200 SH   SOLE   146,200 0 0
CREDICORP LTD COM G2519Y108 1,858 8,332 SH   SOLE   8,332 0 0
CRESCENT PT ENERGY CORP COM 22576C101 1,302 204,991 SH   SOLE   204,991 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 65,512 588,472 SH   SOLE   588,472 0 0
CSX CORP COM 126408103 13,846 186,970 SH   SOLE   186,970 0 0
CUMMINS INC COM 231021106 29,069 199,000 SH   SOLE   199,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 34,981 824,528 SH   SOLE   824,528 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 43,262 748,022 SH   SOLE   748,022 0 0
DEXCOM INC COM 252131107 9,663 67,540 SH   SOLE   67,540 0 0
DICKS SPORTING GOODS INC COM 253393102 710 20,000 SH   SOLE   20,000 0 0
DISCOVER FINL SVCS COM 254709108 6,092 79,678 SH   SOLE   79,678 0 0
DOCUSIGN INC COM 256163106 29,491 561,152 SH   SOLE   561,152 0 0
DOLBY LABORATORIES INC COM 25659T107 13,208 188,747 SH   SOLE   188,747 0 0
DOWDUPONT INC COM 26078J100 31,854 495,278 SH   SOLE   495,278 0 0
EASTMAN CHEM CO COM 277432100 18,994 198,400 SH   SOLE   198,400 0 0
ELECTRONIC ARTS INC COM 285512109 16,746 138,974 SH   SOLE   138,974 0 0
ENCANA CORP COM 292505104 2,407 183,839 SH   SOLE   183,839 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 944 32,852 SH   SOLE   32,852 0 0
EOG RES INC COM 26875P101 26,881 210,704 SH   SOLE   210,704 0 0
EQUINIX INC COM PAR $0.001 29444U700 16,975 39,213 SH   SOLE   39,213 0 0
EVERCORE INC CLASS A 29977A105 8,593 85,441 SH   SOLE   85,441 0 0
EVERGY INC COM 30034W106 21,414 389,885 SH   SOLE   389,885 0 0
EXACT SCIENCES CORP COM 30063P105 11,730 148,628 SH   SOLE   148,628 0 0
EXXON MOBIL CORP COM 30231G102 1,999 23,511 SH   SOLE   23,511 0 0
FACEBOOK INC CL A 30303M102 6,401 38,925 SH   SOLE   38,925 0 0
FAIR ISAAC CORP COM 303250104 7,576 33,155 SH   SOLE   33,155 0 0
FARFETCH LTD ORD SH CL A 30744W107 676 24,916 SH   SOLE   24,916 0 0
FEDEX CORP COM 31428X106 9,274 38,510 SH   SOLE   38,510 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 30,315 277,957 SH   SOLE   277,957 0 0
FIFTH THIRD BANCORP COM 316773100 19,940 714,186 SH   SOLE   714,186 0 0
FITBIT INC CL A 33812L102 21,635 4,040,840 SH   SOLE   4,040,840 0 0
FIVE BELOW INC COM 33829M101 7,837 60,254 SH   SOLE   60,254 0 0
FOOT LOCKER INC COM 344849104 2,549 50,000 SH   SOLE   50,000 0 0
FRANCO NEVADA CORP COM 351858105 17,155 274,393 SH   SOLE   274,393 0 0
GENERAL MTRS CO COM 37045V100 147,484 4,380,905 SH   SOLE   4,380,905 0 0
GEO GROUP INC NEW COM 36162J106 84,191 3,344,303 SH   SOLE   3,344,303 0 0
GILEAD SCIENCES INC COM 375558103 6,977 90,355 SH   SOLE   90,355 0 0
GLU MOBILE INC COM 379890106 19,733 2,650,473 SH   SOLE   2,650,473 0 0
GODADDY INC CL A 380237107 8,867 106,329 SH   SOLE   106,329 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 975 35,121 SH   SOLE   35,121 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,795 8,000 SH   SOLE   8,000 0 0
GRAFTECH INTL LTD COM 384313508 23,229 1,190,353 SH   SOLE   1,190,353 0 0
GRAINGER W W INC COM 384802104 23,025 64,425 SH   SOLE   64,425 0 0
GRAND CANYON ED INC COM 38526M106 19,340 171,449 SH   SOLE   171,449 0 0
HENRY JACK & ASSOC INC COM 426281101 13,395 83,702 SH   SOLE   83,702 0 0
HESS CORP COM 42809H107 93,553 1,306,888 SH   SOLE   1,306,888 0 0
HOME DEPOT INC COM 437076102 14,758 71,243 SH   SOLE   71,243 0 0
HP INC COM 40434L105 24,023 932,400 SH   SOLE   932,400 0 0
HUMANA INC COM 444859102 88,676 262,042 SH   SOLE   262,042 0 0
HUNTINGTON BANCSHARES INC COM 446150104 830 55,662 SH   SOLE   55,662 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 158,232 617,820 SH   SOLE   617,820 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,210 118,998 SH   SOLE   118,998 0 0
INTEL CORP COM 458140100 30,317 641,035 SH   SOLE   641,035 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 20,077 268,071 SH   SOLE   268,071 0 0
INTUIT COM 461202103 11,909 52,371 SH   SOLE   52,371 0 0
IPG PHOTONICS CORP COM 44980X109 12,780 81,882 SH   SOLE   81,882 0 0
IQVIA HLDGS INC COM 46266C105 12,387 95,465 SH   SOLE   95,465 0 0
ISRAEL CHEMICALS LTD SHS M5920A109 49,871 8,179,600 SH   SOLE   8,179,600 0 0
ITT INC COM 45073V108 18,278 298,387 SH   SOLE   298,387 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 12,952 169,300 SH   SOLE   169,300 0 0
JEFFERIES FINL GROUP INC COM 47233W109 15,537 707,360 SH   SOLE   707,360 0 0
JOHNSON & JOHNSON COM 478160104 19,342 140,000 SH   SOLE   140,000 0 0
JPMORGAN CHASE & CO COM 46625H100 42,687 378,310 SH   SOLE   378,310 0 0
JUNIPER NETWORKS INC COM 48203R104 38,216 1,275,756 SH   SOLE   1,275,756 0 0
K2M GROUP HLDGS INC COM 48273J107 11,021 402,945 SH   SOLE   402,945 0 0
KKR & CO L P DEL COM UNITS 48248M102 122,427 4,490,251 SH   SOLE   4,490,251 0 0
KLA-TENCOR CORP COM 482480100 10,361 101,852 SH   SOLE   101,852 0 0
KOSMOS ENERGY LTD SHS G5315B107 6,606 900,000 SH   SOLE   900,000 0 0
KOSMOS ENERGY LTD SHS G5315B107 9,251 968,773 SH   SOLE   968,773 0 0
KROGER CO COM 501044101 4,745 163,041 SH   SOLE   163,041 0 0
LAM RESEARCH CORP COM 512807108 14,145 93,234 SH   SOLE   93,234 0 0
LAMB WESTON HLDGS INC COM 513272104 21,598 324,267 SH   SOLE   324,267 0 0
LAS VEGAS SANDS CORP COM 517834107 18,252 307,615 SH   SOLE   307,615 0 0
LENNAR CORP CL A 526057104 10,941 234,300 SH   SOLE   234,300 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 28,665 340,080 SH   SOLE   340,080 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 23,974 509,699 SH   SOLE   509,699 0 0
LILLY ELI & CO COM 532457108 38,187 355,908 SH   SOLE   355,908 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 27,305 501,432 SH   SOLE   501,432 0 0
LOCKHEED MARTIN CORP COM 539830109 32,193 93,060 SH   SOLE   93,060 0 0
LOWES COS INC COM 548661107 95,525 831,848 SH   SOLE   831,848 0 0
LUMENTUM HLDGS INC COM 55024U109 10,816 180,500 SH   SOLE   180,500 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,471 82,636 SH   SOLE   82,636 0 0
M & T BK CORP COM 55261F104 8,129 49,400 SH   SOLE   49,400 0 0
M D C HLDGS INC COM 552676108 10,465 353,900 SH   SOLE   353,900 0 0
MARATHON OIL CORP COM 565849106 6,442 276,652 SH   SOLE   276,652 0 0
MARATHON PETE CORP COM 56585A102 45,968 570,427 SH   SOLE   570,427 0 0
MARKETAXESS HLDGS INC COM 57060D108 9,767 54,696 SH   SOLE   54,696 0 0
MASTERCARD INC COM 57636Q104 76,462 343,504 SH   SOLE   343,504 0 0
MCDONALDS CORP COM 580135101 436 2,608 SH   SOLE   2,608 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 6,612 90,000 SH   SOLE   90,000 0 0
MERCK & CO INC COM 58933Y105 5,540 78,100 SH   SOLE   78,100 0 0
MERITAGE HOMES CORP COM 59001A102 7,863 196,937 SH   SOLE   196,937 0 0
METLIFE INC COM 59156R108 36,988 791,785 SH   SOLE   791,785 0 0
MICRON TECHNOLOGY INC COM 595112103 161,244 3,564,228 SH   SOLE   3,564,228 0 0
MICROSOFT CORP COM NEW 594918104 174,295 1,522,567 SH   SOLE   1,522,567 0 0
MONDELEZ INTL INC CL A 609207105 6,445 150,000 SH   SOLE   150,000 0 0
MSCI INC COM 55354G100 33,941 191,295 SH   SOLE   191,295 0 0
MYLAN N V SHS EURO N59465109 4,759 130,000 SH   SOLE   130,000 0 0
NAVIOS MARITIME PARTNERS L P UNIT LPI Y62267102 526 300,000 SH   SOLE   300,000 0 0
NEOPHOTONICS CORP COM 64051T100 1,791 215,948 SH   SOLE   215,948 0 0
NETAPP INC COM 64110D104 18,672 217,385 SH   SOLE   217,385 0 0
NETFLIX INC COM 64110L106 9,335 24,939 SH   SOLE   24,939 0 0
NEWFIELD EXPL CO COM 651290108 19,633 681,100 SH   SOLE   681,100 0 0
NEXTERA ENERGY INC COM 65339F101 24,632 146,974 SH   SOLE   146,974 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 16,042 330,705 SH   SOLE   330,705 0 0
NIKE INC COM 654106103 21,886 258,348 SH   SOLE   258,348 0 0
NISOURCE INC COM 65473P105 13,067 524,463 SH   SOLE   524,463 0 0
NORDSTROM INC COM 655664100 5,953 99,536 SH   SOLE   99,536 0 0
NORFOLK SOUTHERN CORP COM 655844108 263,981 1,462,459 SH   SOLE   1,462,459 0 0
NORTHROP GRUMMAN CORP COM 666807102 18,708 58,942 SH   SOLE   58,942 0 0
NUTANIX INC CL A 67059N108 28,798 674,039 SH   SOLE   674,039 0 0
NUTRIEN LTD COM 67077M108 30,697 532,251 SH   SOLE   532,251 0 0
OASIS PETE INC NEW COM 674215108 1,695 119,597 SH   SOLE   119,597 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 18,740 228,103 SH   SOLE   228,103 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 6,686 4,534,588 SH   SOLE   4,534,588 0 0
ORACLE CORP COM 68389X105 7,533 146,110 SH   SOLE   146,110 0 0
PACCAR INC COM 693718108 23,107 338,887 SH   SOLE   338,887 0 0
PATRICK INDS INC COM 703343103 7,811 132,000 SH   SOLE   132,000 0 0
PAYPAL HLDGS INC COM 70450Y103 80,171 912,647 SH   SOLE   912,647 0 0
PBF ENERGY INC CL A 69318G106 11,830 237,001 SH   SOLE   237,001 0 0
PEPSICO INC COM 713448108 18,944 169,435 SH   SOLE   169,435 0 0
PERKINELMER INC COM 714046109 34,267 352,276 SH   SOLE   352,276 0 0
PERRIGO CO PLC SHS G97822103 7,075 100,000 SH   SOLE   100,000 0 0
PFIZER INC COM 717081103 47,961 1,088,158 SH   SOLE   1,088,158 0 0
PHILIP MORRIS INTL INC COM 718172109 441 5,410 SH   SOLE   5,410 0 0
PIONEER NAT RES CO COM 723787107 7,247 41,600 SH   SOLE   41,600 0 0
PLANET FITNESS INC CL A 72703H101 88,190 1,632,687 SH   SOLE   1,632,687 0 0
PNC FINL SVCS GROUP INC COM 693475105 10,309 75,700 SH   SOLE   75,700 0 0
POOL CORPORATION COM 73278L105 40,168 240,628 SH   SOLE   240,628 0 0
POST HLDGS INC COM 737446104 12,694 129,547 SH   SOLE   129,547 0 0
PPL CORP COM 69351T106 11,743 401,400 SH   SOLE   401,400 0 0
PRA HEALTH SCIENCES INC COM 69354M108 12,477 113,238 SH   SOLE   113,238 0 0
PRAXAIR INC COM 74005P104 15,149 94,249 SH   SOLE   94,249 0 0
PREMIER INC COM 74051N102 20,491 447,522 SH   SOLE   447,522 0 0
PROLOGIS INC COM 74340W103 16,900 249,319 SH   SOLE   249,319 0 0
QUIDEL CORP COM 74838J101 11,968 183,738 SH   SOLE   183,738 0 0
RAYTHEON CO COM NEW 755111507 53,195 257,395 SH   SOLE   257,395 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 67,219 788,075 SH   SOLE   788,075 0 0
RESMED INC COM 761152107 11,569 100,307 SH   SOLE   100,307 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,052 48,266 SH   SOLE   48,266 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 9,607 186,964 SH   SOLE   186,964 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 18,135 226,220 SH   SOLE   226,220 0 0
S&P GLOBAL INC COM 78409V104 57,202 292,752 SH   SOLE   292,752 0 0
SALESFORCE COM INC COM 79466L302 52,554 330,444 SH   SOLE   330,444 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 21,142 1,056,318 SH   SOLE   1,056,318 0 0
SCHLUMBERGER LTD COM 806857108 59,201 971,707 SH   SOLE   971,707 0 0
SCHWAB CHARLES CORP NEW COM 808513105 18,268 371,650 SH   SOLE   371,650 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 10,203 215,660 SH   SOLE   215,660 0 0
SERVISFIRST BANCSHARES INC COM COM 81768T108 4,773 121,839 SH   SOLE   121,839 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 6,365 84,517 SH   SOLE   84,517 0 0
SK TELECOM LTD SPONSORED ADR 78440P108 661 23,724 SH   SOLE   23,724 0 0
SL GREEN RLTY CORP COM 78440X101 9,969 102,249 SH   SOLE   102,249 0 0
SL GREEN RLTY CORP COM 78440X101 9,962 102,249 SH   SOLE   102,249 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 39,386 429,621 SH   SOLE   429,621 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 8,410 46,535 SH   SOLE   46,535 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 9,169 191,230 SH   SOLE   191,230 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 6,209 430,000 SH   SOLE   430,000 0 0
STRATEGIC ED INC COM 86272C103 25,493 186,091 SH   SOLE   186,091 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,783 45,992 SH   SOLE   45,992 0 0
SVB FINL GROUP COM 78486Q101 35,983 115,775 SH   SOLE   115,775 0 0
SYNCHRONY FINL COM 87165B103 116,559 3,750,878 SH   SOLE   3,750,878 0 0
SYNOPSYS INC COM 871607107 18,653 189,168 SH   SOLE   189,168 0 0
SYSCO CORP COM 871829107 10,990 150,039 SH   SOLE   150,039 0 0
T MOBILE US INC COM 872590104 11,770 167,701 SH   SOLE   167,701 0 0
TABULA RASA HEALTHCARE INC COM 873379101 371 4,567 SH   SOLE   4,567 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 514 11,640 SH   SOLE   11,640 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,056 29,392 SH   SOLE   29,392 0 0
TARGA RES CORP COM 87612G101 92,790 1,648,271 SH   SOLE   1,648,271 0 0
TECHNIPFMC PLC COM G87110105 7,317 232,448 SH   SOLE   232,448 0 0
TELADOC HEALTH INC COM 87918A105 20,114 232,876 SH   SOLE   232,876 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 28,883 118,371 SH   SOLE   118,371 0 0
TILRAY INC COM CL 2 88688T100 6,519 45,394 SH   SOLE   45,394 0 0
TIMKEN CO COM 887389104 4,723 94,688 SH   SOLE   94,688 0 0
TPG SPECIALTY LENDING INC COM 87265K102 5,364 263,000 SH   SOLE   263,000 0 0
TRANSENTERIX INC COM NEW 89366M201 7,324 1,272,654 SH   SOLE   1,272,654 0 0
TRANSOCEAN LTD REG SHS H8817H100 47,291 3,391,154 SH   SOLE   3,391,154 0 0
TRI POINTE GROUP INC COM 87265H109 7,278 586,700 SH   SOLE   586,700 0 0
TRINSEO S A SHS L9340P101 30,486 389,877 SH   SOLE   389,877 0 0
UNION PAC CORP COM 907818108 27,100 166,425 SH   SOLE   166,425 0 0
UNITED RENTALS INC COM 911363109 62,362 381,200 SH   SOLE   381,200 0 0
UNITEDHEALTH GROUP INC COM 91324P102 170,363 640,525 SH   SOLE   640,525 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 16,848 142,931 SH   SOLE   142,931 0 0
US BANCORP DEL COM NEW 902973304 31,788 601,988 SH   SOLE   601,988 0 0
VAIL RESORTS INC COM 91879Q109 26,165 95,328 SH   SOLE   95,328 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 34,183 640,303 SH   SOLE   640,303 0 0
VISA INC COM CL A 92826C839 60,769 404,979 SH   SOLE   404,979 0 0
VISTRA ENERGY CORP COM 92840M102 23,506 944,571 SH   SOLE   944,571 0 0
VOYA FINL INC COM 929089100 46,914 944,419 SH   SOLE   944,419 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 12,432 170,500 SH   SOLE   170,500 0 0
WATERS CORP COM 941848103 20,505 105,317 SH   SOLE   105,317 0 0
WEBSTER FINL CORP CONN COM 947890109 11,938 202,533 SH   SOLE   202,533 0 0
WELBILT INC COM 949090104 15,464 740,437 SH   SOLE   740,437 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 14,307 44,639 SH   SOLE   44,639 0 0
WELLS FARGO & CO NEW COM 949746101 94,226 1,792,561 SH   SOLE   1,792,561 0 0
WESTERN ALLIANCE BANCORP COM 957638109 14,173 249,154 SH   SOLE   249,154 0 0
WESTERN DIGITAL CORP COM 958102105 123,454 2,108,718 SH   SOLE   2,108,718 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 4,984 285,100 SH   SOLE   285,100 0 0
XILINX INC COM 983919101 71,636 893,495 SH   SOLE   893,495 0 0
ZIONS BANCORPORATION COM 989701107 144,169 2,875,039 SH   SOLE   2,875,039 0 0
ZOETIS INC CL A 98978V103 80,996 884,665 SH   SOLE   884,665 0 0