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 13,006 61,727 SH   SOLE 0 61,727 0
ABBOTT LABORATORIES COM 002824100 16,464 224,429 SH   SOLE 0 224,429 0
ABIOMED INC COM 003654100 134,509 308,004 SH   SOLE 0 308,004 0
ACCELERON PHARMA INC COM 00434H108 37,636 657,640 SH   SOLE 0 657,640 0
ACUITY BRANDS, INC. COM 00508Y102 13,885 88,325 SH   SOLE 0 88,325 0
ADVANCED MICRO DEVICES COM 007903107 115,794 3,748,600 SH   SOLE 0 3,748,600 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 63,253 1,860,944 SH   SOLE 0 1,860,944 0
AFLAC INCORPORATED COM 001055102 15,380 326,754 SH   SOLE 0 326,754 0
AGCO CORPORATION COM 001084102 11,486 188,950 SH   SOLE 0 188,950 0
AIMMUNE THERAPEUTICS INC COM 00900T107 26,322 964,906 SH   SOLE 0 964,906 0
ALARM.COM HOLDINGS INC COM 011642105 37,221 648,459 SH   SOLE 0 648,459 0
ALASKA AIR GROUP, INC. COM 011659109 21,391 310,650 SH   SOLE 0 310,650 0
ALBANY INTERNATIONAL CORP. COM 012348108 5,474 68,855 SH   SOLE 0 68,855 0
ALBEMARLE CORP COM 012653101 15,468 155,025 SH   SOLE 0 155,025 0
ALIGN TECHNOLOGY I COM 016255101 121,147 309,664 SH   SOLE 0 309,664 0
ALLEGION PLC COM G0176J109 37,182 410,542 SH   SOLE 0 410,542 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 17,026 763,441 SH   SOLE 0 763,441 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 18,449 354,725 SH   SOLE 0 354,725 0
ALTRIA GROUP INC COM 02209S103 13,196 218,803 SH   SOLE 0 218,803 0
AMBARELLA INC COM G037AX101 2,720 70,320 SH   SOLE 0 70,320 0
AMERCO COM 023586100 10,780 30,225 SH   SOLE 0 30,225 0
AMERICAN EAGLE OUTFITTER COM 02553E106 11,696 471,050 SH   SOLE 0 471,050 0
AMERICAN WATER WOR COM 030420103 23,470 266,800 SH   SOLE 0 266,800 0
AMERIPRISE FINANCIAL INC COM 03076C106 80,307 543,867 SH   SOLE 0 543,867 0
AMICUS THERAPEUTICS INC COM 03152W109 22,478 1,859,320 SH   SOLE 0 1,859,320 0
AMN HEALTHCARE SVS COM 001744101 5,824 106,477 SH   SOLE 0 106,477 0
AMNEAL PHARMACEUTICALS INC COM 03168L105 2,288 103,119 SH   SOLE 0 103,119 0
AMPHENOL CORP-CL A COM 032095101 51,389 546,582 SH   SOLE 0 546,582 0
ANALOG DEVICES INC. COM 032654105 3,553 38,425 SH   SOLE 0 38,425 0
ANDEAVOR COM 03349M105 14,521 94,600 SH   SOLE 0 94,600 0
APPLE INC COM 037833100 29,515 130,751 SH   SOLE 0 130,751 0
APTIV PLC COM G6095L109 38,663 460,823 SH   SOLE 0 460,823 0
ARCH CAPITAL GROUP LTD. COM G0450A105 9,138 306,525 SH   SOLE 0 306,525 0
ARISTA NETWORKS INC COM 040413106 23,622 88,850 SH   SOLE 0 88,850 0
ASPEN TECHNOLOGY, INC. COM 045327103 13,359 117,275 SH   SOLE 0 117,275 0
ASTRONICS CORP COM 046433108 4,737 108,902 SH   SOLE 0 108,902 0
AT HOME GROUP INC COM 04650Y100 42,141 1,336,549 SH   SOLE 0 1,336,549 0
AT&T INC COM 00206R102 16,110 479,766 SH   SOLE 0 479,766 0
ATARA BIOTHERAPEUTICS INC COM 046513107 53,194 1,286,445 SH   SOLE 0 1,286,445 0
ATMOS ENERGY CORPORATION COM 049560105 48,857 520,249 SH   SOLE 0 520,249 0
AUTODESK INC COM 052769106 64,919 415,856 SH   SOLE 0 415,856 0
AUTOZONE INC COM 053332102 45,511 58,671 SH   SOLE 0 58,671 0
AXOGEN INC COM 05463X106 23,413 635,364 SH   SOLE 0 635,364 0
AXOS FINANCIAL INC COM 05465C100 4,307 125,244 SH   SOLE 0 125,244 0
BALCHEM CORP COM 057665200 6,340 56,558 SH   SOLE 0 56,558 0
BANCOLOMBIA S.A. ADR 05968L102 14,476 346,990 SH   SOLE 0 346,990 0
BEST BUY INC COM 086516101 16,443 207,200 SH   SOLE 0 207,200 0
BHP BILLITON LIMITED ADR 088606108 11,651 233,776 SH   SOLE 0 233,776 0
BIG LOTS INC COM 089302103 12,615 301,875 SH   SOLE 0 301,875 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 25,925 690,417 SH   SOLE 0 690,417 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 9,792 100,975 SH   SOLE 0 100,975 0
BIOTELEMETRY INC COM 090672106 8,932 138,589 SH   SOLE 0 138,589 0
BLOCK(H&R)INC COM 093671105 15,520 602,725 SH   SOLE 0 602,725 0
BLOOM ENERGY CORP- A COM 093712107 21,729 637,592 SH   SOLE 0 637,592 0
BLUEBIRD BIO INC COM 09609G100 27,110 185,686 SH   SOLE 0 185,686 0
BLUEPRINT MEDICINES CORP COM 09627Y109 44,194 566,166 SH   SOLE 0 566,166 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 39,280 333,339 SH   SOLE 0 333,339 0
BRINK'S CO/THE COM 109696104 24,064 345,004 SH   SOLE 0 345,004 0
BRUKER CORPORATION COM 116794108 6,097 182,267 SH   SOLE 0 182,267 0
BRUNSWICK CORP COM 117043109 65,272 974,377 SH   SOLE 0 974,377 0
BUILDERS FIRSTSOURCE INC COM 12008R107 44,757 3,048,889 SH   SOLE 0 3,048,889 0
BURLINGTON STORES INC COM 122017106 113,421 696,181 SH   SOLE 0 696,181 0
BWX TECHNOLOGIES INC COM 05605H100 20,827 333,025 SH   SOLE 0 333,025 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 43,804 447,345 SH   SOLE 0 447,345 0
CABOT MICROELECTRONICS CORP COM 12709P103 26,055 252,552 SH   SOLE 0 252,552 0
CAMBREX CORP COM 132011107 5,946 86,930 SH   SOLE 0 86,930 0
CAMDEN PROPERTY TRUST COM 133131102 8,037 85,900 SH   SOLE 0 85,900 0
CAMPING WORLD HOLDINGS INC-A COM 13462K109 37,324 1,750,676 SH   SOLE 0 1,750,676 0
CARBONITE INC COM 141337105 6,482 181,815 SH   SOLE 0 181,815 0
CARETRUST REIT INC REIT 14174T107 2,550 143,974 SH   SOLE 0 143,974 0
CARNIVAL CORP COM 143658300 19,780 310,185 SH   SOLE 0 310,185 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 2,143 36,359 SH   SOLE 0 36,359 0
CASEY'S GENERAL STORES INC COM 147528103 96,252 745,512 SH   SOLE 0 745,512 0
CELANESE CORPORATION COM 150870103 12,948 113,575 SH   SOLE 0 113,575 0
CENTENE CORP COM 15135B101 74,752 516,320 SH   SOLE 0 516,320 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 22,021 404,503 SH   SOLE 0 404,503 0
CHART INDUSTRIES INC COM 16115Q308 95,303 1,216,688 SH   SOLE 0 1,216,688 0
CHEESECAKE FACTORY COM 163072101 3,613 67,489 SH   SOLE 0 67,489 0
CHEVRON CORP COM 166764100 17,425 142,508 SH   SOLE 0 142,508 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 43,501 95,708 SH   SOLE 0 95,708 0
CINEMARK HOLDINGS INC COM 17243V102 21,853 543,622 SH   SOLE 0 543,622 0
CISCO SYSTEMS INC COM 17275R102 21,615 444,284 SH   SOLE 0 444,284 0
CITIZENS FINANCIAL GROUP INC COM 174610105 2,941 76,242 SH   SOLE 0 76,242 0
CMS ENERGY CORPORATION COM 125896100 47,814 975,800 SH   SOLE 0 975,800 0
CNO FINANCIAL GROUP, INC. COM 12621E103 3,620 170,582 SH   SOLE 0 170,582 0
COCA-COLA CO/THE COM 191216100 17,962 388,883 SH   SOLE 0 388,883 0
COGNEX CORP COM 192422103 133,517 2,400,000 SH   SOLE 0 2,400,000 0
COHEN & STEERS INC COM 19247A100 4,745 116,834 SH   SOLE 0 116,834 0
COHERENT INC COM 192479103 147,882 856,608 SH   SOLE 0 856,608 0
CONCHO RESOURCES INC. COM 20605P101 20,734 135,737 SH   SOLE 0 135,737 0
CORNERSTONE ONDEMAND INC COM 21925Y103 85,666 1,509,541 SH   SOLE 0 1,509,541 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 27,632 3,108,190 SH   SOLE 0 3,108,190 0
CRACKER BARREL OLD COM 22410J106 15,039 102,213 SH   SOLE 0 102,213 0
CREDICORP COM G2519Y108 17,187 77,045 SH   SOLE 0 77,045 0
CROWN CASTLE INTL CORP COM 22822V101 15,130 135,903 SH   SOLE 0 135,903 0
CUTERA INC COM 232109108 2,811 86,355 SH   SOLE 0 86,355 0
CYMABAY THERAPEUTICS INC COM 23257D103 22,844 2,061,772 SH   SOLE 0 2,061,772 0
DARDEN RESTAURANTS, INC. COM 237194105 27,205 244,675 SH   SOLE 0 244,675 0
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 53,238 803,966 SH   SOLE 0 803,966 0
DESCARTES SYS GROUP INC COM 249906108 4,047 119,366 SH   SOLE 0 119,366 0
DEVON ENERGY CORPORATION COM 25179M103 9,103 227,925 SH   SOLE 0 227,925 0
DIAGEO PLC ADR 25243Q205 13,729 96,906 SH   SOLE 0 96,906 0
DIAMONDBACK ENERGY INC COM 25278X109 61,697 456,379 SH   SOLE 0 456,379 0
DOLLAR TREE INC COM 256746108 46,700 572,656 SH   SOLE 0 572,656 0
DOWDUPONT INC COM 26078J100 12,826 199,450 SH   SOLE 0 199,450 0
DXC TECHNOLOGY COMPANY COM 23355L106 71,244 761,800 SH   SOLE 0 761,800 0
DYCOM INDUSTRIES INC. COM 267475101 20,182 238,559 SH   SOLE 0 238,559 0
DYNAVAX TECHNOLOGIES CORP COM 268158201 20,288 1,636,176 SH   SOLE 0 1,636,176 0
EAGLE PHARMACEUTICALS INC COM 269796108 2,946 42,496 SH   SOLE 0 42,496 0
EBAY INC. COM 278642103 3,807 115,300 SH   SOLE 0 115,300 0
EDWARDS LIFESCIENCES CORP COM 28176E108 91,082 523,199 SH   SOLE 0 523,199 0
ELECTRONIC ARTS INC COM 285512109 48,936 406,143 SH   SOLE 0 406,143 0
ELECTRONICS FOR IMAGING COM 286082102 3,136 92,011 SH   SOLE 0 92,011 0
ELLIE MAE INC COM 28849P100 44,740 472,096 SH   SOLE 0 472,096 0
ENBRIDGE INC COM 29250N105 11,829 366,342 SH   SOLE 0 366,342 0
ENCOMPASS HEALTH CORP COM 29261A100 27,186 348,769 SH   SOLE 0 348,769 0
ENSCO PLC COM G3157S106 11,987 1,420,225 SH   SOLE 0 1,420,225 0
ENSTAR GROUP LTD COM G3075P101 50,993 244,572 SH   SOLE 0 244,572 0
ENTEGRIS INC COM 29362U104 60,136 2,077,267 SH   SOLE 0 2,077,267 0
ENVESTNET INC COM 29404K106 5,352 87,803 SH   SOLE 0 87,803 0
EPLUS INC COM 294268107 6,066 65,437 SH   SOLE 0 65,437 0
EPR PROPERTIES REIT 26884U109 35,559 519,799 SH   SOLE 0 519,799 0
ETSY INC COM 29786A106 29,188 568,092 SH   SOLE 0 568,092 0
EVERCORE INC COM 29977A105 15,434 153,500 SH   SOLE 0 153,500 0
EVEREST RE GROUP COM G3223R108 25,760 112,750 SH   SOLE 0 112,750 0
EVERGY INC COM 30034W106 22,824 415,602 SH   SOLE 0 415,602 0
EVERI HOLDINGS INC COM 30034T103 35,206 3,839,352 SH   SOLE 0 3,839,352 0
EVO PAYMENTS INC-CLASS A COM 26927E104 22,107 925,000 SH   SOLE 0 925,000 0
EVOLENT HEALTH INC - A COM 30050B101 46,390 1,633,453 SH   SOLE 0 1,633,453 0
EXACT SCIENCES CORP COM 30063P105 71,000 910,357 SH   SOLE 0 910,357 0
EXPEDIA GROUP INC COM 30212P303 12,748 97,700 SH   SOLE 0 97,700 0
FABRINET COM G3323L100 3,579 77,373 SH   SOLE 0 77,373 0
FIBROGEN INC COM 31572Q808 43,030 708,315 SH   SOLE 0 708,315 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 31,399 1,819,150 SH   SOLE 0 1,819,150 0
FIRSTCASH INC COM 33767D105 43,047 529,354 SH   SOLE 0 529,354 0
FISERV INC. COM 337738108 11,323 137,450 SH   SOLE 0 137,450 0
FLIR SYSTEMS INC COM 302445101 62,979 1,024,553 SH   SOLE 0 1,024,553 0
FLOOR & DECOR HOLDINGS INC-A COM 339750101 28,771 953,632 SH   SOLE 0 953,632 0
FLUOR CORP COM 343412102 41,144 708,162 SH   SOLE 0 708,162 0
FOOT LOCKER INC COM 344849104 12,588 246,925 SH   SOLE 0 246,925 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 49,657 948,381 SH   SOLE 0 948,381 0
GARMIN LTD COM H2906T109 13,206 188,525 SH   SOLE 0 188,525 0
GENESCO INC COM 371532102 55,829 1,185,333 SH   SOLE 0 1,185,333 0
GENOMIC HEALTH INC COM 37244C101 5,326 75,846 SH   SOLE 0 75,846 0
GEO GROUP INC/THE COM 36162J106 16,695 663,576 SH   SOLE 0 663,576 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 970 70,776 SH   SOLE 0 70,776 0
G-III APPAREL GP COM 36237H101 3,884 80,601 SH   SOLE 0 80,601 0
GLACIER BANCORP INC COM 37637Q105 53,611 1,244,173 SH   SOLE 0 1,244,173 0
GLOBAL PAYMENTS INC COM 37940X102 42,351 332,428 SH   SOLE 0 332,428 0
GRACO INC COM 384109104 43,900 947,349 SH   SOLE 0 947,349 0
GRAINGER W W INC COM 384802104 18,874 52,809 SH   SOLE 0 52,809 0
GREEN DOT CORP-CLASS A COM 39304D102 85,141 958,585 SH   SOLE 0 958,585 0
GUIDEWIRE SOFTWARE INC COM 40171V100 64,335 636,923 SH   SOLE 0 636,923 0
GULFPORT ENERGY CORPORATION COM 402635304 1,117 107,325 SH   SOLE 0 107,325 0
HAEMONETICS CORP/MASS COM 405024100 48,597 424,133 SH   SOLE 0 424,133 0
HARRIS CORP COM 413875105 66,669 394,004 SH   SOLE 0 394,004 0
HEALTHCARE SERVICE COM 421906108 3,555 87,514 SH   SOLE 0 87,514 0
HEALTHEQUITY INC COM 42226A107 71,041 752,482 SH   SOLE 0 752,482 0
HENKEL AG & CO. KGAA ADR 42550U208 12,861 109,579 SH   SOLE 0 109,579 0
HERON THERAPEUTICS INC COM 427746102 40,344 1,274,695 SH   SOLE 0 1,274,695 0
HEXCEL CORP COM 428291108 133,266 1,972,272 SH   SOLE 0 1,972,272 0
HILLTOP HOLDINGS INC COM 432748101 2,704 134,049 SH   SOLE 0 134,049 0
HILTON GRAND VACATIONS INC COM 43283X105 11,674 352,675 SH   SOLE 0 352,675 0
HMS HOLDINGS CORP COM 40425J101 4,908 149,577 SH   SOLE 0 149,577 0
HOLLYFRONTIER CORPORATION COM 436106108 9,056 129,550 SH   SOLE 0 129,550 0
HOME DEPOT INC COM 437076102 12,048 58,165 SH   SOLE 0 58,165 0
HONEYWELL INTERNATIONAL INC COM 438516106 23,785 142,940 SH   SOLE 0 142,940 0
HORIZON PHARMA PLC COM G4617B105 35,359 1,805,886 SH   SOLE 0 1,805,886 0
HORMEL FOODS CORP COM 440452100 10,117 256,775 SH   SOLE 0 256,775 0
HOST HOTELS & RESORTS INC REIT 44107P104 46,708 2,213,634 SH   SOLE 0 2,213,634 0
HUMANA INC. COM 444859102 9,194 27,160 SH   SOLE 0 27,160 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 21,357 83,400 SH   SOLE 0 83,400 0
HUNTSMAN CORP COM 447011107 54,871 2,015,083 SH   SOLE 0 2,015,083 0
IAC/INTERACTIVECORP COM 44919P508 57,326 264,518 SH   SOLE 0 264,518 0
ICU MEDICAL INC COM 44930G107 9,761 34,523 SH   SOLE 0 34,523 0
IDEXX LABORATORIES INC COM 45168D104 82,198 329,240 SH   SOLE 0 329,240 0
IHS MARKIT LTD COM G47567105 67,626 1,253,275 SH   SOLE 0 1,253,275 0
II-VI INCORPORATED COM 902104108 7,335 155,073 SH   SOLE 0 155,073 0
ILLUMINA INC COM 452327109 64,883 176,766 SH   SOLE 0 176,766 0
IMPINJ INC COM 453204109 2,156 86,857 SH   SOLE 0 86,857 0
INCYTE CORPORATION. COM 45337C102 10,768 155,875 SH   SOLE 0 155,875 0
INNERWORKINGS INC COM 45773Y105 3,887 490,720 SH   SOLE 0 490,720 0
INOGEN INC COM 45780L104 34,114 139,746 SH   SOLE 0 139,746 0
INPHI CORP COM 45772F107 2,603 68,539 SH   SOLE 0 68,539 0
INSPERITY INC COM 45778Q107 9,194 77,949 SH   SOLE 0 77,949 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 3,038 77,897 SH   SOLE 0 77,897 0
INSULET CORP COM 45784P101 42,841 404,355 SH   SOLE 0 404,355 0
INTUITIVE SURGICAL INC COM 46120E602 44,745 77,953 SH   SOLE 0 77,953 0
IONIS PHARMACEUTICALS, INC. COM 462222100 12,874 249,600 SH   SOLE 0 249,600 0
IPG PHOTONICS CORP COM 44980X109 106,888 684,173 SH   SOLE 0 684,173 0
IQVIA HOLDINGS INC COM 46266C105 38,779 298,900 SH   SOLE 0 298,900 0
IROBOT CORP COM 462726100 5,653 51,429 SH   SOLE 0 51,429 0
J2 GLOBAL, INC. COM 48123V102 6,551 79,076 SH   SOLE 0 79,076 0
JACK HENRY & ASSOC COM 426281101 17,781 111,075 SH   SOLE 0 111,075 0
JETBLUE AIRWAYS CORPORATION COM 477143101 17,212 889,050 SH   SOLE 0 889,050 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 81,631 684,254 SH   SOLE 0 684,254 0
JOHNSON & JOHNSON COM 478160104 20,913 151,361 SH   SOLE 0 151,361 0
JPMORGAN CHASE & CO COM 46625H100 26,383 233,814 SH   SOLE 0 233,814 0
KENNAMETAL INC COM 489170100 38,811 890,978 SH   SOLE 0 890,978 0
KEYCORP COM 493267108 11,888 597,700 SH   SOLE 0 597,700 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 99,053 1,494,469 SH   SOLE 0 1,494,469 0
KURA ONCOLOGY INC COM 50127T109 26,288 1,502,217 SH   SOLE 0 1,502,217 0
L3 TECHNOLOGIES INC COM 502413107 11,327 53,275 SH   SOLE 0 53,275 0
LAMAR ADVERTISING COMPANY REIT 512816109 26,712 343,348 SH   SOLE 0 343,348 0
LANDSTAR SYSTEM INC COM 515098101 71,245 583,979 SH   SOLE 0 583,979 0
LEAR CORPORATION COM 521865204 12,684 87,475 SH   SOLE 0 87,475 0
LENDINGTREE INC COM 52603B107 13,493 58,638 SH   SOLE 0 58,638 0
LGI HOMES INC COM 50187T106 2,746 57,880 SH   SOLE 0 57,880 0
LHC GROUP INC COM 50187A107 6,075 58,983 SH   SOLE 0 58,983 0
LIGAND PHARMACEUTICALS COM 53220K504 61,601 224,422 SH   SOLE 0 224,422 0
LINCOLN NATIONAL CORPORATION COM 534187109 26,020 384,575 SH   SOLE 0 384,575 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,670 179,555 SH   SOLE 0 179,555 0
LIONS GATE ENTERTAINMENT-A COM 535919401 33,655 1,379,903 SH   SOLE 0 1,379,903 0
LIONS GATE ENTERTAINMENT-B COM 535919500 581 24,956 SH   SOLE 0 24,956 0
LITTELFUSE INC COM 537008104 35,710 180,457 SH   SOLE 0 180,457 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 9,284 170,450 SH   SOLE 0 170,450 0
LOCKHEED MARTIN CORP COM 539830109 22,130 63,968 SH   SOLE 0 63,968 0
LOXO ONCOLOGY INC COM 548862101 43,757 256,146 SH   SOLE 0 256,146 0
LULULEMON ATHLETICA INC COM 550021109 62,726 385,974 SH   SOLE 0 385,974 0
LUMENTUM HOLDINGS INC COM 55024U109 35,661 594,857 SH   SOLE 0 594,857 0
MADISON SQUARE GARDEN CO COM 55825T103 12,288 38,969 SH   SOLE 0 38,969 0
MANHATTAN ASSOCIATES INC COM 562750109 42,906 785,826 SH   SOLE 0 785,826 0
MARATHON PETROLEUM COMPANY COM 56585A102 8,695 108,725 SH   SOLE 0 108,725 0
MARINEMAX INC COM 567908108 39,500 1,861,655 SH   SOLE 0 1,861,655 0
MARKETAXESS HOLDINGS INC COM 57060D108 37,584 210,568 SH   SOLE 0 210,568 0
MARTIN MARIETTA MATERIALS COM 573284106 77,520 426,051 SH   SOLE 0 426,051 0
MASIMO CORPORATION COM 574795100 22,769 182,825 SH   SOLE 0 182,825 0
MATCH GROUP, INC. COM 57665R106 9,934 171,550 SH   SOLE 0 171,550 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 49,381 875,707 SH   SOLE 0 875,707 0
MCDONALD'S CORP COM 580135101 12,573 75,162 SH   SOLE 0 75,162 0
MEDIDATA SOLUTIONS INC COM 58471A105 37,514 511,726 SH   SOLE 0 511,726 0
MEDTRONIC PLC COM G5960L103 16,786 170,643 SH   SOLE 0 170,643 0
MERCK & CO. INC. COM 58933Y105 16,176 228,027 SH   SOLE 0 228,027 0
MERIT MEDICAL SYSTEMS INC COM 589889104 65,684 1,068,907 SH   SOLE 0 1,068,907 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 14,472 23,765 SH   SOLE 0 23,765 0
MICROCHIP TECHNOLOGY INC COM 595017104 49,703 629,874 SH   SOLE 0 629,874 0
MICROSOFT CORP COM 594918104 30,799 269,295 SH   SOLE 0 269,295 0
MOLINA HEALTHCARE, INC. COM 60855R100 41,180 276,933 SH   SOLE 0 276,933 0
MONRO INC COM 610236101 7,217 103,696 SH   SOLE 0 103,696 0
MONSTER BEVERAGE CORP COM 61174X109 75,377 1,293,374 SH   SOLE 0 1,293,374 0
MOODY'S CORP COM 615369105 47,291 282,845 SH   SOLE 0 282,845 0
MORNINGSTAR INC COM 617700109 27,288 216,751 SH   SOLE 0 216,751 0
MSCI INC COM 55354G100 47,395 267,154 SH   SOLE 0 267,154 0
NATIONAL VISION HOLDINGS INC COM 63845R107 62,627 1,387,401 SH   SOLE 0 1,387,401 0
NATUS MEDICAL INC COM 639050103 43,014 1,206,572 SH   SOLE 0 1,206,572 0
NEKTAR THERAPEUTICS COM 640268108 19,372 317,775 SH   SOLE 0 317,775 0
NEOGENOMICS INC COM 64049M209 30,740 2,002,651 SH   SOLE 0 2,002,651 0
NESTLE SA/AG ADR 641069406 14,377 171,636 SH   SOLE 0 171,636 0
NEWFIELD EXPLORATION COMPANY COM 651290108 49,686 1,723,415 SH   SOLE 0 1,723,415 0
NEWMONT MINING CORPORATION COM 651639106 14,930 494,375 SH   SOLE 0 494,375 0
NLIGHT INC COM 65487K100 218 9,830 SH   SOLE 0 9,830 0
NORFOLK SOUTHERN CORPORATION COM 655844108 15,740 87,200 SH   SOLE 0 87,200 0
NOVARTIS AG ADR 66987V109 25,045 290,682 SH   SOLE 0 290,682 0
NOVO-NORDISK AS ADR 670100205 13,836 293,509 SH   SOLE 0 293,509 0
NUTRISYSTEM INC COM 67069D108 72,527 1,957,557 SH   SOLE 0 1,957,557 0
NUVASIVE INC COM 670704105 52,456 739,039 SH   SOLE 0 739,039 0
NVIDIA CORP COM 67066G104 47,190 167,924 SH   SOLE 0 167,924 0
NVR INC COM 62944T105 5,927 2,399 SH   SOLE 0 2,399 0
OCCIDENTAL PETROLEUM CORP COM 674599105 17,320 210,784 SH   SOLE 0 210,784 0
OLD DOMINION FGHT COM 679580100 8,672 53,775 SH   SOLE 0 53,775 0
OLD DOMINION FREIGHT LINE COM 679580100 47,757 296,152 SH   SOLE 0 296,152 0
OLLIE'S BARGAIN OUTLET HOLDI COM 681116109 75,216 782,688 SH   SOLE 0 782,688 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 27,015 824,373 SH   SOLE 0 824,373 0
OMNICELL INC COM 68213N109 46,347 644,612 SH   SOLE 0 644,612 0
ONE GAS, INC. COM 68235P108 23,740 288,531 SH   SOLE 0 288,531 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 19,841 57,125 SH   SOLE 0 57,125 0
OUTFRONT MEDIA INC REIT 69007J106 24,708 1,238,481 SH   SOLE 0 1,238,481 0
OWENS CORNING COM 690742101 11,509 212,075 SH   SOLE 0 212,075 0
PALO ALTO NETWORKS INC COM 697435105 25,499 113,200 SH   SOLE 0 113,200 0
PARKER-HANNIFIN CORPORATION COM 701094104 12,806 69,625 SH   SOLE 0 69,625 0
PARSLEY ENERGY INC-CLASS A COM 701877102 47,177 1,612,923 SH   SOLE 0 1,612,923 0
PAYCHEX INC COM 704326107 17,972 244,025 SH   SOLE 0 244,025 0
PBF ENERGY INC COM 69318G106 12,325 246,950 SH   SOLE 0 246,950 0
PEGASYSTEMS INC COM 705573103 66,721 1,065,831 SH   SOLE 0 1,065,831 0
PENN NATIONAL GAMING INC COM 707569109 79,118 2,403,342 SH   SOLE 0 2,403,342 0
PENUMBRA INC COM 70975L107 29,592 197,677 SH   SOLE 0 197,677 0
PEPSICO INC COM 713448108 14,257 127,528 SH   SOLE 0 127,528 0
PERFORMANCE FOOD GROUP CO COM 71377A103 4,994 149,963 SH   SOLE 0 149,963 0
PERSPECTA INC COM 715347100 43,993 1,710,476 SH   SOLE 0 1,710,476 0
PETMED EXPRESS INC COM 716382106 2,580 78,164 SH   SOLE 0 78,164 0
PFIZER INC COM 717081103 18,845 427,618 SH   SOLE 0 427,618 0
PJT PARTNERS INC - A COM 69343T107 36,348 694,343 SH   SOLE 0 694,343 0
PLANET FITNESS INC - CL A COM 72703H101 117,659 2,177,666 SH   SOLE 0 2,177,666 0
PLEXUS CORP COM 729132100 1,935 33,079 SH   SOLE 0 33,079 0
PNC FINANCIAL SERVICES GROUP COM 693475105 22,275 163,563 SH   SOLE 0 163,563 0
POLARIS INDUSTRIES COM 731068102 6,057 60,000 SH   SOLE 0 60,000 0
POOL CORP COM 73278L105 106,481 638,067 SH   SOLE 0 638,067 0
POWER INTEGRATIONS COM 739276103 3,544 56,083 SH   SOLE 0 56,083 0
PRA GROUP INC COM 69354N106 3,130 86,937 SH   SOLE 0 86,937 0
PRA HEALTH SCIENCES INC COM 69354M108 88,411 802,130 SH   SOLE 0 802,130 0
PROCTER & GAMBLE CO/THE COM 742718109 12,201 146,598 SH   SOLE 0 146,598 0
PROGENICS PHARMACEUTICALS COM 743187106 24,745 3,948,024 SH   SOLE 0 3,948,024 0
PROGRESSIVE CORP COM 743315103 51,306 722,222 SH   SOLE 0 722,222 0
PROLOGIS INC COM 74340W103 12,582 185,603 SH   SOLE 0 185,603 0
PROOFPOINT INC COM 743424103 51,731 486,515 SH   SOLE 0 486,515 0
PROTO LABS INC COM 743713109 9,985 61,734 SH   SOLE 0 61,734 0
PRUDENTIAL PLC ADR 74435K204 15,521 338,212 SH   SOLE 0 338,212 0
PTC INC COM 69370C100 113,214 1,065,575 SH   SOLE 0 1,065,575 0
PURE STORAGE INC COM 74624M102 8,619 332,125 SH   SOLE 0 332,125 0
PVH CORPORATION COM 693656100 2,646 18,325 SH   SOLE 0 18,325 0
QTS REALTY TRUST INC REIT 74736A103 2,467 57,818 SH   SOLE 0 57,818 0
QUAKER CHEMICAL CORP COM 747316107 138,138 683,441 SH   SOLE 0 683,441 0
QUIDEL CORP COM 74838J101 25,294 397,803 SH   SOLE 0 397,803 0
QURATE RETAIL INC COM 74915M100 73,236 3,297,468 SH   SOLE 0 3,297,468 0
RADIANT LOGISTICS COM 75025X100 1,906 322,550 SH   SOLE 0 322,550 0
RALPH LAUREN CORPORATION COM 751212101 11,434 83,125 SH   SOLE 0 83,125 0
REALPAGE INC COM 75606N109 103,360 1,568,452 SH   SOLE 0 1,568,452 0
RED HAT INC COM 756577102 11,567 84,875 SH   SOLE 0 84,875 0
RITCHIE BROS AUCTIONEERS COM 767744105 51,918 1,436,989 SH   SOLE 0 1,436,989 0
ROBERT HALF INTL COM 770323103 4,789 68,050 SH   SOLE 0 68,050 0
ROCKWELL AUTOMATION, INC. COM 773903109 15,180 80,950 SH   SOLE 0 80,950 0
ROSS STORES INC COM 778296103 19,530 197,075 SH   SOLE 0 197,075 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 75,163 578,475 SH   SOLE 0 578,475 0
ROYAL DUTCH SHELL PLC ADR 780259107 14,442 203,615 SH   SOLE 0 203,615 0
RYANAIR HOLDINGS PLC ADR 783513203 15,244 158,730 SH   SOLE 0 158,730 0
S&P GLOBAL INC COM 78409V104 13,746 70,350 SH   SOLE 0 70,350 0
SAGE THERAPEUTICS INC COM 78667J108 69,781 489,801 SH   SOLE 0 489,801 0
SAILPOINT TECHNOLOGIES HOLDI COM 78781P105 46,735 1,373,769 SH   SOLE 0 1,373,769 0
SAP SE ADR 803054204 12,986 105,577 SH   SOLE 0 105,577 0
SAREPTA THERAPEUTICS INC COM 803607100 132,101 817,916 SH   SOLE 0 817,916 0
SBA COMMUNICATIONS CORP COM 78410G104 80,467 500,952 SH   SOLE 0 500,952 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 14,104 174,983 SH   SOLE 0 174,983 0
SEATTLE GENETICS INC COM 812578102 32,502 421,456 SH   SOLE 0 421,456 0
SEMPRA ENERGY COM 816851109 12,480 109,716 SH   SOLE 0 109,716 0
SEMTECH CORPORATION COM 816850101 8,405 151,171 SH   SOLE 0 151,171 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 47,406 619,608 SH   SOLE 0 619,608 0
SERITAGE GROWTH PROP- A REIT COM 81752R100 49,036 1,032,564 SH   SOLE 0 1,032,564 0
SERVICEMASTER GLOBAL HOLDING COM 81761R109 41,322 666,162 SH   SOLE 0 666,162 0
SERVICENOW INC COM 81762P102 81,950 418,904 SH   SOLE 0 418,904 0
SHOPIFY INC - CLASS A COM 82509L107 38,179 232,152 SH   SOLE 0 232,152 0
SILICON LABORATORIES INC COM 826919102 33,733 367,464 SH   SOLE 0 367,464 0
SIMON PROPERTY GROUP INC COM 828806109 5,315 30,074 SH   SOLE 0 30,074 0
SIRIUS XM HOLDINGS INC COM 82968B103 80,616 12,755,822 SH   SOLE 0 12,755,822 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 18,509 265,100 SH   SOLE 0 265,100 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 5,071 55,903 SH   SOLE 0 55,903 0
SMITH (A.O.) CORP COM 831865209 37,662 705,682 SH   SOLE 0 705,682 0
SOUTHWEST AIRLINES CO. COM 844741108 21,502 344,300 SH   SOLE 0 344,300 0
SPIRIT AIRLINES COM 848577102 24,952 531,225 SH   SOLE 0 531,225 0
SPLUNK INC COM 848637104 90,067 744,918 SH   SOLE 0 744,918 0
SPOTIFY TECHNOLOGY SA COM L8681T102 36,564 202,201 SH   SOLE 0 202,201 0
SPRINT CORPORATION COM 85207U105 27,056 4,136,974 SH   SOLE 0 4,136,974 0
SQUARE INC - A COM 852234103 89,988 908,879 SH   SOLE 0 908,879 0
STEEL DYNAMICS, INC. COM 858119100 21,526 476,350 SH   SOLE 0 476,350 0
STEVEN MADDEN LTD COM 556269108 61,485 1,162,294 SH   SOLE 0 1,162,294 0
STIFEL FINANCIAL CORP COM 860630102 31,393 612,446 SH   SOLE 0 612,446 0
STONERIDGE INC. COM 86183P102 3,576 120,333 SH   SOLE 0 120,333 0
SUMMIT MATERIALS INC -CL A COM 86614U100 39,623 2,180,026 SH   SOLE 0 2,180,026 0
SUNTRUST BANKS, INC. COM 867914103 17,878 267,675 SH   SOLE 0 267,675 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 19,603 389,335 SH   SOLE 0 389,335 0
SVB FINANCIAL GROUP COM 78486Q101 25,807 83,025 SH   SOLE 0 83,025 0
SYNOPSYS INC COM 871607107 54,156 549,196 SH   SOLE 0 549,196 0
SYSCO CORP COM 871829107 15,358 209,673 SH   SOLE 0 209,673 0
TABLEAU SOFTWARE INC-CL A COM 87336U105 94,097 842,113 SH   SOLE 0 842,113 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 61,739 447,420 SH   SOLE 0 447,420 0
TANDEM DIABETES CARE INC COM 875372203 31,359 732,007 SH   SOLE 0 732,007 0
TAPESTRY INC COM 876030107 12,194 242,575 SH   SOLE 0 242,575 0
TECHNIPFMC PLC COM G87110105 6,609 211,500 SH   SOLE 0 211,500 0
TELADOC HEALTH INC COM 87918A105 117,240 1,357,735 SH   SOLE 0 1,357,735 0
TELEDYNE TECHNOLOGIES INC COM 879360105 9,704 39,339 SH   SOLE 0 39,339 0
TELEFLEX INCORPORATED COM 879369106 23,509 88,350 SH   SOLE 0 88,350 0
TENNECO INC. COM 880349105 10,530 249,875 SH   SOLE 0 249,875 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 61,685 746,348 SH   SOLE 0 746,348 0
TEXAS ROADHOUSE COM 882681109 13,385 193,169 SH   SOLE 0 193,169 0
TEXTRON INC. COM 883203101 30,274 423,584 SH   SOLE 0 423,584 0
THE CHEMOURS COMPANY LLC COM 163851108 6,401 162,300 SH   SOLE 0 162,300 0
THE CLOROX COMPANY COM 189054109 17,673 117,500 SH   SOLE 0 117,500 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 25,442 206,225 SH   SOLE 0 206,225 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 19,378 387,875 SH   SOLE 0 387,875 0
THE TIMKEN COMPANY COM 887389104 12,057 241,875 SH   SOLE 0 241,875 0
THE TRADE DESK INC COM 88339J105 7,819 51,812 SH   SOLE 0 51,812 0
THERMON GROUP HOLDINGS INC COM 88362T103 41,688 1,616,313 SH   SOLE 0 1,616,313 0
THOR INDUSTRIES COM 885160101 18,151 216,860 SH   SOLE 0 216,860 0
TIVITY HEALTH INC COM 88870R102 31,921 992,903 SH   SOLE 0 992,903 0
TOTAL SA-SPON ADR COM 89151E109 18,156 281,973 SH   SOLE 0 281,973 0
TRACTOR SUPPLY CO COM 892356106 16,724 184,025 SH   SOLE 0 184,025 0
TRANSUNION COM 89400J107 101,261 1,376,211 SH   SOLE 0 1,376,211 0
TREX COMPANY INC COM 89531P105 97,141 1,261,900 SH   SOLE 0 1,261,900 0
TRIPADVISOR INC COM 896945201 39,583 775,076 SH   SOLE 0 775,076 0
TWITTER INC COM 90184L102 52,048 1,828,846 SH   SOLE 0 1,828,846 0
TYLER TECHNOLOGIES INC COM 902252105 55,508 226,510 SH   SOLE 0 226,510 0
TYSON FOODS, INC. COM 902494103 13,494 226,675 SH   SOLE 0 226,675 0
ULTA BEAUTY INC COM 90384S303 15,545 55,100 SH   SOLE 0 55,100 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 95,555 297,321 SH   SOLE 0 297,321 0
UMB FINANCIAL CORP COM 902788108 47,416 668,773 SH   SOLE 0 668,773 0
UMPQUA HOLDINGS CO COM 904214103 25,277 1,215,225 SH   SOLE 0 1,215,225 0
UNION PACIFIC CORP COM 907818108 20,151 123,757 SH   SOLE 0 123,757 0
UNITED RENTALS INC COM 911363109 74,468 455,188 SH   SOLE 0 455,188 0
UNIVERSAL DISPLAY COM 91347P105 15,130 128,325 SH   SOLE 0 128,325 0
UNIVERSAL ELECTRONICS INC COM 913483103 59,131 1,502,697 SH   SOLE 0 1,502,697 0
US PHYSICAL THERAP COM 90337L108 9,117 76,876 SH   SOLE 0 76,876 0
VAIL RESORTS INC COM 91879Q109 73,458 267,679 SH   SOLE 0 267,679 0
VAREX IMAGING CORPORATION COM 92214X106 2,439 85,104 SH   SOLE 0 85,104 0
VEEVA SYSTEMS INC COM 922475108 6,551 60,175 SH   SOLE 0 60,175 0
VEONEER INC COM 92336X109 42,425 770,396 SH   SOLE 0 770,396 0
VIPER ENERGY PARTNERS LP COM 92763M105 34,749 825,400 SH   SOLE 0 825,400 0
VIRTUSA CORP COM 92827P102 3,594 66,913 SH   SOLE 0 66,913 0
VISTEON CORP COM 92839U206 56,308 606,122 SH   SOLE 0 606,122 0
VOYA FINANCIAL INC COM 929089100 53,625 1,079,625 SH   SOLE 0 1,079,625 0
VULCAN MATERIALS COMPANY COM 929160109 10,158 91,350 SH   SOLE 0 91,350 0
W.R. BERKLEY CORPORATION COM 084423102 26,647 333,375 SH   SOLE 0 333,375 0
WABCO HOLDINGS INC COM 92927K102 41,622 352,909 SH   SOLE 0 352,909 0
WAGEWORKS INC COM 930427109 19,369 453,097 SH   SOLE 0 453,097 0
WAL-MART DE MEXICO ADR 93114W107 15,640 515,151 SH   SOLE 0 515,151 0
WASTE CONNECTIONS INC COM 94106B101 114,921 1,440,657 SH   SOLE 0 1,440,657 0
WEIGHT WATCHERS INTL INC COM 948626106 41,618 578,118 SH   SOLE 0 578,118 0
WELLS FARGO & CO COM 949746101 17,109 325,516 SH   SOLE 0 325,516 0
WEST PHARMACEUTICAL SERVICES COM 955306105 29,076 235,498 SH   SOLE 0 235,498 0
WESTERN ALLIANCE BANCORP COM 957638109 47,196 829,608 SH   SOLE 0 829,608 0
WHITE MOUNTNS INSU COM G9618E107 15,231 16,275 SH   SOLE 0 16,275 0
WINGSTOP INC COM 974155103 48,668 712,878 SH   SOLE 0 712,878 0
WOODWARD INC COM 980745103 62,899 777,879 SH   SOLE 0 777,879 0
WORKDAY INC COM 98138H101 14,080 96,450 SH   SOLE 0 96,450 0
WORLDPAY INC-CLASS A COM 981558109 53,642 529,696 SH   SOLE 0 529,696 0
WPX ENERGY INC COM 98212B103 22,616 1,124,075 SH   SOLE 0 1,124,075 0
WW GRAINGER INC COM 384802104 38,582 107,950 SH   SOLE 0 107,950 0
XCEL ENERGY INC COM 98389B100 31,402 665,150 SH   SOLE 0 665,150 0
XILINX INC. COM 983919101 7,267 90,650 SH   SOLE 0 90,650 0
XYLEM, INC. COM 98419M100 17,623 220,650 SH   SOLE 0 220,650 0
ZAYO GROUP HOLDINGS INC COM 98919V105 44,489 1,281,371 SH   SOLE 0 1,281,371 0
ZOETIS INC COM 98978V103 37,503 409,608 SH   SOLE 0 409,608 0
ZOGENIX INC COM 98978L204 34,399 693,531 SH   SOLE 0 693,531 0