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
58 COM INC SPON ADR REP A 31680Q104 6,140 83,420 SH   SOLE   83,420 0 0
ABERCROMBIE & FITCH CO CL A 002896207 6,893 326,350 SH   SOLE   326,350 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 1,934 54,940 SH   SOLE   54,940 0 0
ADOBE SYS INC COM 00724F101 170,415 631,285 SH   SOLE   631,285 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 38,482 228,610 SH   SOLE   228,610 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 169,730 1,030,168 SH   SOLE   1,030,168 0 0
ALIGN TECHNOLOGY INC COM 016255101 3,008 7,690 SH   SOLE   7,690 0 0
ALLY FINL INC COM 02005N100 6,342 239,770 SH   SOLE   239,770 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 132,336 1,512,064 SH   SOLE   1,512,064 0 0
ALPHABET INC CAP STK CL C 02079K107 6,063 5,080 SH   SOLE   5,080 0 0
ALTRIA GROUP INC COM 02209S103 5,237 86,830 SH   SOLE   86,830 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 10,657 519,840 SH   SOLE   519,840 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 33,419 808,590 SH   SOLE   808,590 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 174,856 1,996,752 SH   SOLE   1,996,752 0 0
ANTHEM INC COM 036752103 286,153 1,044,162 SH   SOLE   1,044,162 0 0
APPLIED MATLS INC COM 038222105 65,782 1,701,997 SH   SOLE   1,701,997 0 0
ARCH COAL INC CL A 039380407 8,972 100,360 SH   SOLE   100,360 0 0
ARCONIC INC COM 03965L100 3,094 140,580 SH   SOLE   140,580 0 0
ATHENE HLDG LTD CL A G0684D107 7,115 137,720 SH   SOLE   137,720 0 0
AUTODESK INC COM 052769106 2,698 17,280 SH   SOLE   17,280 0 0
AUTOZONE INC COM 053332102 36,791 47,430 SH   SOLE   47,430 0 0
BAIDU INC SPON ADR REP A 056752108 195,974 856,980 SH   SOLE   856,980 0 0
BARNES & NOBLE INC COM 067774109 1,097 189,223 SH   SOLE   189,223 0 0
BARNES GROUP INC COM 067806109 3,859 54,330 SH   SOLE   54,330 0 0
BAUSCH HEALTH COS INC COM 071734107 7,005 272,870 SH   SOLE   272,870 0 0
BAXTER INTL INC COM 071813109 64,174 832,450 SH   SOLE   832,450 0 0
BECTON DICKINSON & CO COM 075887109 3,683 14,110 SH   SOLE   14,110 0 0
BED BATH & BEYOND INC COM 075896100 662 44,150 SH   SOLE   44,150 0 0
BIG LOTS INC COM 089302103 30,752 735,876 SH   SOLE   735,876 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 7,722 202,780 SH   SOLE   202,780 0 0
BOEING CO COM 097023105 7,167 19,270 SH   SOLE   19,270 0 0
BOOKING HLDGS INC COM 09857L108 8,640 4,355 SH   SOLE   4,355 0 0
BRINKER INTL INC COM 109641100 10,368 221,860 SH   SOLE   221,860 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 9,226 148,610 SH   SOLE   148,610 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 67,645 1,450,686 SH   SOLE   1,450,686 0 0
BRUNSWICK CORP COM 117043109 1,914 28,560 SH   SOLE   28,560 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,244 137,770 SH   SOLE   137,770 0 0
CALERES INC COM 129500104 2,610 72,770 SH   SOLE   72,770 0 0
CASEYS GEN STORES INC COM 147528103 5,288 40,954 SH   SOLE   40,954 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 4,783 1,771,350 SH   SOLE   1,771,350 0 0
CAVCO INDS INC DEL COM 149568107 5,313 21,000 SH   SOLE   21,000 0 0
CBS CORP NEW CL B 124857202 133,454 2,322,965 SH   SOLE   2,322,965 0 0
CENTENE CORP DEL COM 15135B101 116,415 804,083 SH   SOLE   804,083 0 0
CENTURYLINK INC COM 156700106 7,117 335,730 SH   SOLE   335,730 0 0
CERNER CORP COM 156782104 3,209 49,820 SH   SOLE   49,820 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 7,083 60,190 SH   SOLE   60,190 0 0
CHEESECAKE FACTORY INC COM 163072101 11,892 222,116 SH   SOLE   222,116 0 0
CHICOS FAS INC COM 168615102 569 65,590 SH   SOLE   65,590 0 0
CHILDRENS PL INC COM 168905107 19,074 149,250 SH   SOLE   149,250 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 464 1,020 SH   SOLE   1,020 0 0
CHURCH & DWIGHT INC COM 171340102 2,190 36,880 SH   SOLE   36,880 0 0
CHURCHILL DOWNS INC COM 171484108 4,296 15,470 SH   SOLE   15,470 0 0
CIENA CORP COM NEW 171779309 35,260 1,128,681 SH   SOLE   1,128,681 0 0
CIGNA CORPORATION COM 125509109 7,530 36,160 SH   SOLE   36,160 0 0
CIMPRESS N V SHS EURO N20146101 6,887 50,410 SH   SOLE   50,410 0 0
CINEMARK HOLDINGS INC COM 17243V102 10,903 271,230 SH   SOLE   271,230 0 0
CIT GROUP INC COM NEW 125581801 6,373 123,480 SH   SOLE   123,480 0 0
CITIZENS FINL GROUP INC COM 174610105 5,827 151,080 SH   SOLE   151,080 0 0
CITRIX SYS INC COM 177376100 6,424 57,790 SH   SOLE   57,790 0 0
CNOOC LTD SPONSORED ADR 126132109 7,702 38,990 SH   SOLE   38,990 0 0
COCA COLA CO COM 191216100 2,563 55,480 SH   SOLE   55,480 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 6,825 88,460 SH   SOLE   88,460 0 0
COLLEGIUM PHARMACEUTICAL INC COM 19459J104 6,220 421,993 SH   SOLE   421,993 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 877 9,420 SH   SOLE   9,420 0 0
COMMSCOPE HLDG CO INC COM 20337X109 143,855 4,676,699 SH   SOLE   4,676,699 0 0
COMMVAULT SYSTEMS INC COM 204166102 8,854 126,490 SH   SOLE   126,490 0 0
CONAGRA BRANDS INC COM 205887102 4,106 120,860 SH   SOLE   120,860 0 0
CONOCOPHILLIPS COM 20825C104 7,301 94,330 SH   SOLE   94,330 0 0
CONSTELLATION BRANDS INC CL A 21036P108 132,914 616,427 SH   SOLE   616,427 0 0
CORNING INC COM 219350105 5,555 157,370 SH   SOLE   157,370 0 0
CREDIT ACCEP CORP MICH COM 225310101 5,822 13,290 SH   SOLE   13,290 0 0
CROCS INC COM 227046109 18,163 853,117 SH   SOLE   853,117 0 0
DARDEN RESTAURANTS INC COM 237194105 20,925 188,190 SH   SOLE   188,190 0 0
DARLING INGREDIENTS INC COM 237266101 3,172 164,190 SH   SOLE   164,190 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 28,517 430,640 SH   SOLE   430,640 0 0
DEAN FOODS CO NEW COM NEW 242370203 1,774 249,800 SH   SOLE   249,800 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 26,549 459,080 SH   SOLE   459,080 0 0
DILLARDS INC CL A 254067101 28,000 366,780 SH   SOLE   366,780 0 0
DINE BRANDS GLOBAL INC COM 254423106 3,854 47,401 SH   SOLE   47,401 0 0
DISNEY WALT CO COM DISNEY 254687106 415,047 3,549,228 SH   SOLE   3,549,228 0 0
DOWDUPONT INC COM 26078J100 123,942 1,927,260 SH   SOLE   1,927,260 0 0
DSW INC CL A 23334L102 19,694 581,290 SH   SOLE   581,290 0 0
DXC TECHNOLOGY CO COM 23355L106 377,705 4,038,765 SH   SOLE   4,038,765 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 6,934 132,350 SH   SOLE   132,350 0 0
EATON CORP PLC SHS G29183103 1,903 21,940 SH   SOLE   21,940 0 0
EBAY INC COM 278642103 7,311 221,400 SH   SOLE   221,400 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 6,818 39,160 SH   SOLE   39,160 0 0
ELECTRONIC ARTS INC COM 285512109 8,867 73,590 SH   SOLE   73,590 0 0
ENDO INTL PLC SHS G30401106 5,384 319,890 SH   SOLE   319,890 0 0
EXPEDIA GROUP INC COM NEW 30212P303 6,383 48,920 SH   SOLE   48,920 0 0
EXPRESS INC COM 30219E103 7,190 650,077 SH   SOLE   650,077 0 0
F M C CORP COM NEW 302491303 3,520 40,380 SH   SOLE   40,380 0 0
FACEBOOK INC CL A 30303M102 6,026 36,640 SH   SOLE   36,640 0 0
FASTENAL CO COM 311900104 2,645 45,590 SH   SOLE   45,590 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 5,948 339,720 SH   SOLE   339,720 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 9,472 354,104 SH   SOLE   354,104 0 0
FOOT LOCKER INC COM 344849104 12,659 248,310 SH   SOLE   248,310 0 0
FORTINET INC COM 34959E109 10,128 109,770 SH   SOLE   109,770 0 0
FRANCESCAS HLDGS CORP COM 351793104 1,259 339,450 SH   SOLE   339,450 0 0
GENERAC HLDGS INC COM 368736104 8,581 152,110 SH   SOLE   152,110 0 0
GENESCO INC COM 371532102 4,027 85,490 SH   SOLE   85,490 0 0
GOPRO INC CL A 38268T103 2,687 373,220 SH   SOLE   373,220 0 0
GRAND CANYON ED INC COM 38526M106 302 2,678 SH   SOLE   2,678 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 68,588 4,895,636 SH   SOLE   4,895,636 0 0
GRAY TELEVISION INC COM 389375106 6,518 372,460 SH   SOLE   372,460 0 0
GUESS INC COM 401617105 24,820 1,098,220 SH   SOLE   1,098,220 0 0
HAEMONETICS CORP COM 405024100 2,387 20,830 SH   SOLE   20,830 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 6,788 124,430 SH   SOLE   124,430 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 3,096 189,602 SH   SOLE   189,602 0 0
HESS CORP COM 42809H107 6,663 93,080 SH   SOLE   93,080 0 0
HIBBETT SPORTS INC COM 428567101 658 35,000 SH   SOLE   35,000 0 0
HOMOLOGY MEDICINES INC COM 438083107 3,800 166,249 SH   SOLE   166,249 0 0
HORIZON PHARMA PLC SHS G4617B105 5,866 299,590 SH   SOLE   299,590 0 0
HUMANA INC COM 444859102 9,303 27,480 SH   SOLE   27,480 0 0
INPHI CORP COM 45772F107 69,559 1,831,477 SH   SOLE   1,831,477 0 0
INTEL CORP COM 458140100 328,329 6,942,889 SH   SOLE   6,942,889 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 6,201 36,880 SH   SOLE   36,880 0 0
JETBLUE AIRWAYS CORP COM 477143101 9,578 494,712 SH   SOLE   494,712 0 0
JOHNSON & JOHNSON COM 478160104 7,454 53,950 SH   SOLE   53,950 0 0
KEYCORP NEW COM 493267108 15,110 759,690 SH   SOLE   759,690 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,894 58,750 SH   SOLE   58,750 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 2,920 154,100 SH   SOLE   154,100 0 0
KKR & CO INC CL A 48251W104 24,162 886,036 SH   SOLE   886,036 0 0
KOHLS CORP COM 500255104 5,368 72,000 SH   SOLE   72,000 0 0
KROGER CO COM 501044101 5,216 179,180 SH   SOLE   179,180 0 0
KULICKE & SOFFA INDS INC COM 501242101 6,963 292,080 SH   SOLE   292,080 0 0
L BRANDS INC COM 501797104 21,925 723,589 SH   SOLE   723,589 0 0
LAM RESEARCH CORP COM 512807108 242,948 1,601,501 SH   SOLE   1,601,501 0 0
LEAR CORP COM NEW 521865204 8,050 55,520 SH   SOLE   55,520 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 7,265 154,440 SH   SOLE   154,440 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 7,534 267,540 SH   SOLE   267,540 0 0
LOWES COS INC COM 548661107 200,864 1,749,380 SH   SOLE   1,749,380 0 0
LULULEMON ATHLETICA INC COM 550021109 20,482 126,050 SH   SOLE   126,050 0 0
MACYS INC COM 55616P104 6,597 189,940 SH   SOLE   189,940 0 0
MASTERCARD INCORPORATED CL A 57636Q104 270,335 1,214,390 SH   SOLE   1,214,390 0 0
MATCH GROUP INC COM 57665R106 17,784 307,102 SH   SOLE   307,102 0 0
MCCORMICK & CO INC COM NON VTG 579780206 9,570 72,640 SH   SOLE   72,640 0 0
MEDICINES CO COM 584688105 40,822 1,364,837 SH   SOLE   1,364,837 0 0
METHANEX CORP COM 59151K108 6,155 78,000 SH   SOLE   78,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 35,193 513,310 SH   SOLE   513,310 0 0
MICHAELS COS INC COM 59408Q106 1,668 102,803 SH   SOLE   102,803 0 0
MICRON TECHNOLOGY INC COM 595112103 5,228 115,590 SH   SOLE   115,590 0 0
MICROSOFT CORP COM 594918104 434,145 3,795,973 SH   SOLE   3,795,973 0 0
MOHAWK INDS INC COM 608190104 31,382 178,965 SH   SOLE   178,965 0 0
MOLINA HEALTHCARE INC COM 60855R100 10,452 70,290 SH   SOLE   70,290 0 0
MONRO INC COM 610236101 4,791 68,832 SH   SOLE   68,832 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,678 114,580 SH   SOLE   114,580 0 0
MORGAN STANLEY COM NEW 617446448 7,098 152,420 SH   SOLE   152,420 0 0
NATIONAL GEN HLDGS CORP COM 636220303 77 2,880 SH   SOLE   2,880 0 0
NEW MEDIA INVT GROUP INC COM 64704V106 9,921 632,333 SH   SOLE   632,333 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 6,304 85,180 SH   SOLE   85,180 0 0
NORDSTROM INC COM 655664100 21,349 356,950 SH   SOLE   356,950 0 0
NUCOR CORP COM 670346105 1,927 30,370 SH   SOLE   30,370 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 25,163 72,450 SH   SOLE   72,450 0 0
OCEAN RIG UDW INC COM CL A G66964118 7,252 209,460 SH   SOLE   209,460 0 0
OXFORD INDS INC COM 691497309 198 2,190 SH   SOLE   2,190 0 0
PACCAR INC COM 693718108 4,745 69,580 SH   SOLE   69,580 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 65,856 12,173,094 SH   SOLE   12,173,094 0 0
PARKER HANNIFIN CORP COM 701094104 5,904 32,100 SH   SOLE   32,100 0 0
PEABODY ENERGY CORP NEW COM 704551100 5,991 168,100 SH   SOLE   168,100 0 0
PENTAIR PLC SHS G7S00T104 3,918 90,390 SH   SOLE   90,390 0 0
PEPSICO INC COM 713448108 3,506 31,360 SH   SOLE   31,360 0 0
PERSPECTA INC COM 715347100 162,248 6,308,240 SH   SOLE   6,308,240 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 7,638 632,780 SH   SOLE   632,780 0 0
PFIZER INC COM 717081103 9,032 204,950 SH   SOLE   204,950 0 0
PLANET FITNESS INC CL A 72703H101 1,909 35,340 SH   SOLE   35,340 0 0
POST HLDGS INC COM 737446104 3,906 39,840 SH   SOLE   39,840 0 0
PRA GROUP INC COM 69354N106 7,234 200,936 SH   SOLE   200,936 0 0
PVH CORP COM 693656100 30,650 212,260 SH   SOLE   212,260 0 0
QORVO INC COM 74736K101 9,083 118,130 SH   SOLE   118,130 0 0
QUALCOMM INC COM 747525103 9,348 129,780 SH   SOLE   129,780 0 0
RALPH LAUREN CORP CL A 751212101 29,543 214,780 SH   SOLE   214,780 0 0
REGAL BELOIT CORP COM 758750103 2,657 32,220 SH   SOLE   32,220 0 0
RESMED INC COM 761152107 4,397 38,120 SH   SOLE   38,120 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 311 5,250 SH   SOLE   5,250 0 0
RH COM 74967X103 3,843 29,330 SH   SOLE   29,330 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 3,903 123,707 SH   SOLE   123,707 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 16,174 879,520 SH   SOLE   879,520 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 5,720 285,420 SH   SOLE   285,420 0 0
SCHWAB CHARLES CORP NEW COM 808513105 245,169 4,988,172 SH   SOLE   4,988,172 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 5,378 113,570 SH   SOLE   113,570 0 0
SEALED AIR CORP NEW COM 81211K100 4,006 99,770 SH   SOLE   99,770 0 0
SEARS HLDGS CORP COM 812350106 751 776,110 SH   SOLE   776,110 0 0
SEAWORLD ENTMT INC COM 81282V100 27,665 880,223 SH   SOLE   880,223 0 0
SHIRE PLC SPONSORED ADR 82481R106 238,406 1,315,199 SH   SOLE   1,315,199 0 0
SIGNET JEWELERS LIMITED SHS G81276100 9,056 137,351 SH   SOLE   137,351 0 0
SINA CORP ORD G81477104 6,015 86,570 SH   SOLE   86,570 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,872 20,640 SH   SOLE   20,640 0 0
SM ENERGY CO COM 78454L100 6,790 215,350 SH   SOLE   215,350 0 0
SNAP ON INC COM 833034101 2,187 11,910 SH   SOLE   11,910 0 0
SONIC CORP COM 835451105 2,200 50,772 SH   SOLE   50,772 0 0
SOTHEBYS COM 835898107 6,151 125,050 SH   SOLE   125,050 0 0
SOUTHWEST AIRLS CO COM 844741108 43,642 698,830 SH   SOLE   698,830 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 8,050 87,820 SH   SOLE   87,820 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 66,691 368,806 SH   SOLE   368,806 0 0
STAMPS COM INC COM NEW 852857200 7,971 35,240 SH   SOLE   35,240 0 0
STARS GROUP INC COM 85570W100 8,791 353,040 SH   SOLE   353,040 0 0
T MOBILE US INC COM 872590104 363,813 5,183,994 SH   SOLE   5,183,994 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 6,775 153,430 SH   SOLE   153,430 0 0
TAL ED GROUP SPONSORED ADS 874080104 5,470 212,740 SH   SOLE   212,740 0 0
TAPESTRY INC COM 876030107 6,122 121,790 SH   SOLE   121,790 0 0
TARGET CORP COM 87612E106 31,190 353,590 SH   SOLE   353,590 0 0
TECK RESOURCES LTD CL B 878742204 7,415 307,680 SH   SOLE   307,680 0 0
TERADYNE INC COM 880770102 7,156 193,520 SH   SOLE   193,520 0 0
TEXAS INSTRS INC COM 882508104 6,151 57,330 SH   SOLE   57,330 0 0
TEXAS ROADHOUSE INC COM 882681109 14,192 204,820 SH   SOLE   204,820 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,765 11,330 SH   SOLE   11,330 0 0
TIFFANY & CO NEW COM 886547108 3,851 29,861 SH   SOLE   29,861 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 6,927 478,060 SH   SOLE   478,060 0 0
TJX COS INC NEW COM 872540109 45,198 403,480 SH   SOLE   403,480 0 0
TRACTOR SUPPLY CO COM 892356106 25,717 282,980 SH   SOLE   282,980 0 0
TRANSDIGM GROUP INC COM 893641100 9,512 25,550 SH   SOLE   25,550 0 0
TRANSOCEAN LTD REG SHS H8817H100 7,516 538,750 SH   SOLE   538,750 0 0
TRINITY INDS INC COM 896522109 8,340 227,630 SH   SOLE   227,630 0 0
U S SILICA HLDGS INC COM 90346E103 1,467 77,930 SH   SOLE   77,930 0 0
UNITED CONTL HLDGS INC COM 910047109 22,827 256,310 SH   SOLE   256,310 0 0
UNITED STATES STL CORP NEW COM 912909108 2,220 72,850 SH   SOLE   72,850 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,603 24,820 SH   SOLE   24,820 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 308,121 2,410,208 SH   SOLE   2,410,208 0 0
US BANCORP DEL COM NEW 902973304 10,075 190,770 SH   SOLE   190,770 0 0
V F CORP COM 918204108 2,141 22,910 SH   SOLE   22,910 0 0
VEEVA SYS INC CL A COM 922475108 8,567 78,690 SH   SOLE   78,690 0 0
VERSO CORP CL A 92531L207 8,394 249,316 SH   SOLE   249,316 0 0
VISA INC COM CL A 92826C839 6,829 45,500 SH   SOLE   45,500 0 0
VMWARE INC CL A COM 928563402 7,772 49,800 SH   SOLE   49,800 0 0
WARRIOR MET COAL INC COM 93627C101 10,426 385,580 SH   SOLE   385,580 0 0
WASTE CONNECTIONS INC COM 94106B101 280,181 3,512,360 SH   SOLE   3,512,360 0 0
WAYFAIR INC CL A 94419L101 5,493 37,200 SH   SOLE   37,200 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 157 2,186 SH   SOLE   2,186 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 10,220 31,890 SH   SOLE   31,890 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 5,205 42,160 SH   SOLE   42,160 0 0
WILLIAMS SONOMA INC COM 969904101 4,919 74,850 SH   SOLE   74,850 0 0
WINGSTOP INC COM 974155103 1,879 27,526 SH   SOLE   27,526 0 0
XCERRA CORP COM 98400J108 6,987 489,610 SH   SOLE   489,610 0 0
YUM BRANDS INC COM 988498101 48,290 531,190 SH   SOLE   531,190 0 0
YY INC ADS REPCOM CLA 98426T106 6,600 88,100 SH   SOLE   88,100 0 0
ZOETIS INC CL A 98978V103 8,882 97,010 SH   SOLE   97,010 0 0
ZUMIEZ INC COM 989817101 3,023 114,724 SH   SOLE   114,724 0 0