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
ALLERGAN PLC SHS G0177J108 44 232 SH   SOLE   232 0 0
ATLASSIAN CORP PLC CL A G06242104 1,288 13,400 SH   SOLE   13,400 0 0
CREDICORP LTD COM G2519Y108 1,209 5,420 SH   SOLE   5,420 0 0
ENSCO PLC SHS CLASS A G3157S106 4,909 581,630 SH   SOLE   581,630 0 0
ICON PLC SHS G4705A100 6,781 44,105 SH   SOLE   44,105 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 7,407 44,055 SH   SOLE   44,055 0 0
LIVANOVA PLC SHS G5509L101 18,044 145,555 SH   SOLE   145,555 0 0
MEDTRONIC PLC SHS G5960L103 47 480 SH   SOLE   480 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,768 40,380 SH   SOLE   40,380 0 0
APTIV PLC SHS G6095L109 132 1,570 SH   SOLE   1,570 0 0
NABORS INDUSTRIES LTD SHS G6359F103 138 22,400 SH   SOLE   22,400 0 0
NOBLE CORP PLC SHS USD G65431101 3,758 534,550 SH   SOLE   534,550 0 0
NOVOCURE LTD ORD SHS G6674U108 18,572 354,428 SH   SOLE   354,428 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 412 21,880 SH   SOLE   21,880 0 0
PERRIGO CO PLC SHS G97822103 27 380 SH   SOLE   380 0 0
TRANSOCEAN LTD REG SHS H8817H100 6,798 487,320 SH   SOLE   487,320 0 0
FERRARI N V COM N3167Y103 1,465 10,700 SH   SOLE   10,700 0 0
INTERXION HOLDING N.V SHS N47279109 19,961 296,591 SH   SOLE   296,591 0 0
NXP SEMICONDUCTORS N V COM N6596X109 252 2,950 SH   SOLE   2,950 0 0
QIAGEN NV SHS NEW N72482123 5,939 156,790 SH   SOLE   156,790 0 0
YANDEX N V SHS CLASS A N97284108 1,003 30,510 SH   SOLE   30,510 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 611 24,425 SH   SOLE   24,425 0 0
ASGN INC COM 00191U102 9,148 115,895 SH   SOLE   115,895 0 0
AARONS INC COM PAR $0.50 002535300 9,630 176,835 SH   SOLE   176,835 0 0
ABIOMED INC COM 003654100 57,864 128,659 SH   SOLE   128,659 0 0
ACTIVISION BLIZZARD INC COM 00507V109 29,666 356,600 SH   SOLE   356,600 0 0
ADDUS HOMECARE CORP COM 006739106 9,595 136,775 SH   SOLE   136,775 0 0
ADOBE SYS INC COM 00724F101 15,881 58,828 SH   SOLE   58,828 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 3,578 58,125 SH   SOLE   58,125 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 10,768 397,630 SH   SOLE   397,630 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,703 152,250 SH   SOLE   152,250 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,283 37,500 SH   SOLE   37,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,056 12,480 SH   SOLE   12,480 0 0
ALIGN TECHNOLOGY INC COM 016255101 53,884 137,733 SH   SOLE   137,733 0 0
ALPHABET INC CAP STK CL A 02079K305 60 50 SH   SOLE   50 0 0
ALPHABET INC CAP STK CL C 02079K107 26,792 22,449 SH   SOLE   22,449 0 0
AMAZON COM INC COM 023135106 79,179 39,530 SH   SOLE   39,530 0 0
AMEDISYS INC COM 023436108 17,257 138,100 SH   SOLE   138,100 0 0
AMERICAN EXPRESS CO COM 025816109 285 2,675 SH   SOLE   2,675 0 0
ANDEAVOR COM 03349M105 1,167 7,600 SH   SOLE   7,600 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 2,612 53,798 SH   SOLE   53,798 0 0
ANSYS INC COM 03662Q105 2,550 13,660 SH   SOLE   13,660 0 0
ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 1,680 58,614 SH   SOLE   58,614 0 0
APPLE INC COM 037833100 81,578 361,379 SH   SOLE   361,379 0 0
APPLIED MATLS INC COM 038222105 18,511 478,938 SH   SOLE   478,938 0 0
APPTIO INC CL A 03835C108 15,846 428,731 SH   SOLE   428,731 0 0
ARISTA NETWORKS INC COM 040413106 15,085 56,742 SH   SOLE   56,742 0 0
ASSOCIATED BANC CORP COM 045487105 6,933 266,670 SH   SOLE   266,670 0 0
AVANOS MED INC COM 05350V106 16,653 243,107 SH   SOLE   243,107 0 0
AXOGEN INC COM 05463X106 4,271 115,901 SH   SOLE   115,901 0 0
BP PLC SPONSORED ADR 055622104 5,902 128,020 SH   SOLE   128,020 0 0
BADGER METER INC COM 056525108 7,902 149,237 SH   SOLE   149,237 0 0
BANCO DE CHILE SPONSORED ADR 059520106 1,053 11,564 SH   SOLE   11,564 0 0
BANK AMER CORP COM 060505104 7,156 242,900 SH   SOLE   242,900 0 0
BARRICK GOLD CORP COM 067901108 1,025 92,500 SH   SOLE   92,500 0 0
BENEFITFOCUS INC COM 08180D106 6,536 161,585 SH   SOLE   161,585 0 0
BIO RAD LABS INC CL A 090572207 5,315 16,980 SH   SOLE   16,980 0 0
BIOGEN INC COM 09062X103 13,449 38,065 SH   SOLE   38,065 0 0
BIOTELEMETRY INC COM 090672106 19,677 305,306 SH   SOLE   305,306 0 0
BJS RESTAURANTS INC COM 09180C106 17,350 240,310 SH   SOLE   240,310 0 0
BLUCORA INC COM 095229100 9,062 225,145 SH   SOLE   225,145 0 0
BOEING CO COM 097023105 1,264 3,400 SH   SOLE   3,400 0 0
BORGWARNER INC COM 099724106 442 10,340 SH   SOLE   10,340 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 4,288 36,390 SH   SOLE   36,390 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 570 4,320 SH   SOLE   4,320 0 0
BROWN & BROWN INC COM 115236101 6,490 219,495 SH   SOLE   219,495 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 938 26,261 SH   SOLE   26,261 0 0
BURLINGTON STORES INC COM 122017106 20,585 126,350 SH   SOLE   126,350 0 0
CDW CORP COM 12514G108 25,313 284,669 SH   SOLE   284,669 0 0
CME GROUP INC COM CL A 12572Q105 37,837 222,295 SH   SOLE   222,295 0 0
CNOOC LTD SPONSORED ADR 126132109 2,426 12,280 SH   SOLE   12,280 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 2,528 131,300 SH   SOLE   131,300 0 0
CVR ENERGY INC COM 12662P108 2,533 62,990 SH   SOLE   62,990 0 0
CABOT OIL & GAS CORP COM 127097103 1,170 51,970 SH   SOLE   51,970 0 0
CAMBREX CORP COM 132011107 12,093 176,795 SH   SOLE   176,795 0 0
CARBONITE INC COM 141337105 8,522 239,041 SH   SOLE   239,041 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 6,733 172,030 SH   SOLE   172,030 0 0
CAREDX INC COM 14167L103 6,008 208,235 SH   SOLE   208,235 0 0
CARRIZO OIL & GAS INC COM 144577103 423 16,780 SH   SOLE   16,780 0 0
CASEYS GEN STORES INC COM 147528103 16,886 130,790 SH   SOLE   130,790 0 0
CATERPILLAR INC DEL COM 149123101 40,401 264,943 SH   SOLE   264,943 0 0
CENTENE CORP DEL COM 15135B101 18,347 126,720 SH   SOLE   126,720 0 0
CHART INDS INC COM PAR $0.01 16115Q308 19,405 247,730 SH   SOLE   247,730 0 0
CHENIERE ENERGY INC COM NEW 16411R208 10,704 154,040 SH   SOLE   154,040 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 3,158 80,040 SH   SOLE   80,040 0 0
CHEVRON CORP NEW COM 166764100 5,954 48,695 SH   SOLE   48,695 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 3,153 31,390 SH   SOLE   31,390 0 0
CHURCH & DWIGHT INC COM 171340102 519 8,750 SH   SOLE   8,750 0 0
CINTAS CORP COM 172908105 3,224 16,300 SH   SOLE   16,300 0 0
CITIGROUP INC COM NEW 172967424 11,336 158,010 SH   SOLE   158,010 0 0
CLEAN HARBORS INC COM 184496107 11,809 164,973 SH   SOLE   164,973 0 0
COCA COLA CO COM 191216100 315 6,820 SH   SOLE   6,820 0 0
CODEXIS INC COM 192005106 7,317 426,648 SH   SOLE   426,648 0 0
CONCHO RES INC COM 20605P101 1,259 8,240 SH   SOLE   8,240 0 0
CONMED CORP COM 207410101 9,589 121,045 SH   SOLE   121,045 0 0
CONOCOPHILLIPS COM 20825C104 7,621 98,460 SH   SOLE   98,460 0 0
CONTINENTAL RESOURCES INC COM 212015101 40,609 594,736 SH   SOLE   594,736 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 16,604 292,580 SH   SOLE   292,580 0 0
COSTCO WHSL CORP NEW COM 22160K105 55,091 234,551 SH   SOLE   234,551 0 0
COVIA HLDGS CORP COM 22305A103 152 16,940 SH   SOLE   16,940 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 2,233 60,770 SH   SOLE   60,770 0 0
CRYOLIFE INC COM 228903100 9,029 256,514 SH   SOLE   256,514 0 0
CUBIC CORP COM 229669106 10,357 141,775 SH   SOLE   141,775 0 0
CUMMINS INC COM 231021106 44 300 SH   SOLE   300 0 0
CURO GROUP HLDGS CORP COM 23131L107 7,882 260,739 SH   SOLE   260,739 0 0
CURTISS WRIGHT CORP COM 231561101 5,442 39,600 SH   SOLE   39,600 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 4,375 110,500 SH   SOLE   110,500 0 0
DARDEN RESTAURANTS INC COM 237194105 470 4,230 SH   SOLE   4,230 0 0
DELEK US HLDGS INC NEW COM 24665A103 2,309 54,420 SH   SOLE   54,420 0 0
DENTSPLY SIRONA INC COM 24906P109 484 12,820 SH   SOLE   12,820 0 0
DEXCOM INC COM 252131107 30,604 213,953 SH   SOLE   213,953 0 0
DIAMONDBACK ENERGY INC COM 25278X109 10,508 77,727 SH   SOLE   77,727 0 0
DICKS SPORTING GOODS INC COM 253393102 1,299 36,600 SH   SOLE   36,600 0 0
DINE BRANDS GLOBAL INC COM 254423106 11,140 137,005 SH   SOLE   137,005 0 0
DISNEY WALT CO COM DISNEY 254687106 234 2,000 SH   SOLE   2,000 0 0
DOLBY LABORATORIES INC COM 25659T107 1,583 22,620 SH   SOLE   22,620 0 0
DUNKIN BRANDS GROUP INC COM 265504100 4,389 59,535 SH   SOLE   59,535 0 0
EOG RES INC COM 26875P101 40,736 319,321 SH   SOLE   319,321 0 0
EQT CORP COM 26884L109 417 9,423 SH   SOLE   9,423 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,423 45,903 SH   SOLE   45,903 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 499 9,520 SH   SOLE   9,520 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 13,972 80,250 SH   SOLE   80,250 0 0
ELDORADO RESORTS INC COM 28470R102 23,225 477,885 SH   SOLE   477,885 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 1,199 71,200 SH   SOLE   71,200 0 0
ENCOMPASS HEALTH CORP COM 29261A100 17,306 222,015 SH   SOLE   222,015 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 2,027 116,300 SH   SOLE   116,300 0 0
ENERSYS COM 29275Y102 7,476 85,805 SH   SOLE   85,805 0 0
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 15,454 694,254 SH   SOLE   694,254 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 1,337 71,750 SH   SOLE   71,750 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 15,498 539,420 SH   SOLE   539,420 0 0
EQUINOR ASA SPONSORED ADR 29446M102 4,632 164,260 SH   SOLE   164,260 0 0
ETSY INC COM 29786A106 17,336 337,405 SH   SOLE   337,405 0 0
EVERTEC INC COM 30040P103 14,654 608,068 SH   SOLE   608,068 0 0
EVOLENT HEALTH INC CL A 30050B101 13,614 479,360 SH   SOLE   479,360 0 0
EXACT SCIENCES CORP COM 30063P105 2,505 31,740 SH   SOLE   31,740 0 0
EXXON MOBIL CORP COM 30231G102 6,109 71,850 SH   SOLE   71,850 0 0
FLIR SYS INC COM 302445101 7,954 129,400 SH   SOLE   129,400 0 0
FACEBOOK INC CL A 30303M102 20,274 123,278 SH   SOLE   123,278 0 0
FASTENAL CO COM 311900104 2,101 36,210 SH   SOLE   36,210 0 0
FEDEX CORP COM 31428X106 17,238 71,588 SH   SOLE   71,588 0 0
F5 NETWORKS INC COM 315616102 1,272 6,380 SH   SOLE   6,380 0 0
FIBROGEN INC COM 31572Q808 4,567 75,185 SH   SOLE   75,185 0 0
FISERV INC COM 337738108 7,907 95,980 SH   SOLE   95,980 0 0
FIVE BELOW INC COM 33829M101 19,786 152,130 SH   SOLE   152,130 0 0
FLOWSERVE CORP COM 34354P105 5,812 106,275 SH   SOLE   106,275 0 0
FORTINET INC COM 34959E109 2,409 26,105 SH   SOLE   26,105 0 0
FOX FACTORY HLDG CORP COM 35138V102 12,179 173,855 SH   SOLE   173,855 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 2,379 67,720 SH   SOLE   67,720 0 0
GALAPAGOS NV SPON ADR 36315X101 1,435 12,760 SH   SOLE   12,760 0 0
GENESEE & WYO INC CL A 371559105 250 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 2,260 105,300 SH   SOLE   105,300 0 0
GENOMIC HEALTH INC COM 37244C101 10,922 155,535 SH   SOLE   155,535 0 0
GILEAD SCIENCES INC COM 375558103 8,146 105,508 SH   SOLE   105,508 0 0
GLOBAL PMTS INC COM 37940X102 747 5,860 SH   SOLE   5,860 0 0
GODADDY INC CL A 380237107 7,845 94,080 SH   SOLE   94,080 0 0
GOLDCORP INC NEW COM 380956409 867 85,000 SH   SOLE   85,000 0 0
GRAND CANYON ED INC COM 38526M106 5,773 51,180 SH   SOLE   51,180 0 0
GREEN DOT CORP CL A 39304D102 21,468 241,704 SH   SOLE   241,704 0 0
GRUBHUB INC COM 400110102 3,793 27,360 SH   SOLE   27,360 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 1,144 12,160 SH   SOLE   12,160 0 0
HD SUPPLY HLDGS INC COM 40416M105 632 14,770 SH   SOLE   14,770 0 0
HMS HLDGS CORP COM 40425J101 6,078 185,255 SH   SOLE   185,255 0 0
HAEMONETICS CORP COM 405024100 18,587 162,222 SH   SOLE   162,222 0 0
HALLIBURTON CO COM 406216101 125 3,080 SH   SOLE   3,080 0 0
HARLEY DAVIDSON INC COM 412822108 379 8,363 SH   SOLE   8,363 0 0
HARSCO CORP COM 415864107 7,861 275,345 SH   SOLE   275,345 0 0
HEALTHEQUITY INC COM 42226A107 672 7,115 SH   SOLE   7,115 0 0
HERON THERAPEUTICS INC COM 427746102 2,774 87,660 SH   SOLE   87,660 0 0
HESS CORP COM 42809H107 7,605 106,240 SH   SOLE   106,240 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 592 25,975 SH   SOLE   25,975 0 0
HEXCEL CORP NEW COM 428291108 10,765 160,545 SH   SOLE   160,545 0 0
HOLLYFRONTIER CORP COM 436106108 1,771 25,340 SH   SOLE   25,340 0 0
HOME DEPOT INC COM 437076102 26,138 126,178 SH   SOLE   126,178 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 1,535 47,520 SH   SOLE   47,520 0 0
HUNT J B TRANS SVCS INC COM 445658107 35,828 301,228 SH   SOLE   301,228 0 0
IAC INTERACTIVECORP COM 44919P508 5,873 27,100 SH   SOLE   27,100 0 0
ICU MED INC COM 44930G107 9,810 34,695 SH   SOLE   34,695 0 0
ITT INC COM 45073V108 14,717 240,240 SH   SOLE   240,240 0 0
ILLINOIS TOOL WKS INC COM 452308109 109 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 45,210 123,167 SH   SOLE   123,167 0 0
INGEVITY CORP COM 45688C107 18,198 178,624 SH   SOLE   178,624 0 0
INTEGRATED DEVICE TECHNOLOGY COM 458118106 7,473 158,975 SH   SOLE   158,975 0 0
INTEL CORP COM 458140100 104 2,200 SH   SOLE   2,200 0 0
INTEGER HLDGS CORP COM 45826H109 15,613 188,220 SH   SOLE   188,220 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,157 21,180 SH   SOLE   21,180 0 0
IQVIA HLDGS INC COM 46266C105 17,733 136,678 SH   SOLE   136,678 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,870 27,500 SH   SOLE   27,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 4,077 95,000 SH   SOLE   95,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 3,076 19,720 SH   SOLE   19,720 0 0
ISHARES TR RUS MD CP GR ETF 464287481 1,657 12,220 SH   SOLE   12,220 0 0
ISHARES TR 20 YR TR BD ETF 464287432 45,653 389,300 SH   SOLE   389,300 0 0
ISHARES TR CUR HED MSCI GER 46434V704 2,723 100,000 SH   SOLE   100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 6,883 61,000 SH   SOLE   61,000 0 0
KBR INC COM 48242W106 17,561 831,070 SH   SOLE   831,070 0 0
KLA-TENCOR CORP COM 482480100 228 2,240 SH   SOLE   2,240 0 0
KEMPER CORP DEL COM 488401100 17,412 216,430 SH   SOLE   216,430 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 403 6,080 SH   SOLE   6,080 0 0
LPL FINL HLDGS INC COM 50212V100 14,160 219,495 SH   SOLE   219,495 0 0
LEIDOS HLDGS INC COM 525327102 6,553 94,750 SH   SOLE   94,750 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 22,453 81,800 SH   SOLE   81,800 0 0
LILLY ELI & CO COM 532457108 31,083 289,654 SH   SOLE   289,654 0 0
LINCOLN ELEC HLDGS INC COM 533900106 626 6,700 SH   SOLE   6,700 0 0
LIVEPERSON INC COM 538146101 7,389 284,739 SH   SOLE   284,739 0 0
LOXO ONCOLOGY INC COM 548862101 5,543 32,445 SH   SOLE   32,445 0 0
MPLX LP COM UNIT REP LTD 55336V100 8,462 243,998 SH   SOLE   243,998 0 0
MSCI INC COM 55354G100 669 3,770 SH   SOLE   3,770 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 9,155 135,182 SH   SOLE   135,182 0 0
MANTECH INTL CORP CL A 564563104 16,967 268,044 SH   SOLE   268,044 0 0
MARATHON OIL CORP COM 565849106 7,623 327,440 SH   SOLE   327,440 0 0
MARATHON PETE CORP COM 56585A102 4,138 51,750 SH   SOLE   51,750 0 0
MARRIOTT INTL INC NEW CL A 571903202 255 1,930 SH   SOLE   1,930 0 0
MASIMO CORP COM 574795100 8,413 67,555 SH   SOLE   67,555 0 0
MCCORMICK & CO INC COM NON VTG 579780206 278 2,110 SH   SOLE   2,110 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 805 38,080 SH   SOLE   38,080 0 0
MERIT MED SYS INC COM 589889104 17,843 290,366 SH   SOLE   290,366 0 0
MICROSOFT CORP COM 594918104 69,495 607,629 SH   SOLE   607,629 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 18,507 234,529 SH   SOLE   234,529 0 0
MIDDLEBY CORP COM 596278101 12,609 97,483 SH   SOLE   97,483 0 0
MOLINA HEALTHCARE INC COM 60855R100 20,369 136,980 SH   SOLE   136,980 0 0
MONRO INC COM 610236101 15,341 220,410 SH   SOLE   220,410 0 0
MOOG INC CL A 615394202 2,264 26,330 SH   SOLE   26,330 0 0
MORGAN STANLEY COM NEW 617446448 28,249 606,598 SH   SOLE   606,598 0 0
MURPHY OIL CORP COM 626717102 10 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 6 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 1,047 22,760 SH   SOLE   22,760 0 0
NV5 GLOBAL INC COM 62945V109 9,633 111,105 SH   SOLE   111,105 0 0
NATIONAL RETAIL PPTYS INC COM 637417106 5,314 118,560 SH   SOLE   118,560 0 0
NEOGENOMICS INC COM NEW 64049M209 4,466 290,934 SH   SOLE   290,934 0 0
NETFLIX INC COM 64110L106 37,285 99,659 SH   SOLE   99,659 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 5,737 46,665 SH   SOLE   46,665 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 1,529 20,660 SH   SOLE   20,660 0 0
NEW RELIC INC COM 64829B100 7,542 80,040 SH   SOLE   80,040 0 0
NEWFIELD EXPL CO COM 651290108 210 7,300 SH   SOLE   7,300 0 0
NICE LTD SPONSORED ADR 653656108 6,160 53,815 SH   SOLE   53,815 0 0
NIKE INC CL B 654106103 12,510 147,657 SH   SOLE   147,657 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 1,694 47,834 SH   SOLE   47,834 0 0
NOODLES & CO COM CL A 65540B105 9,660 798,349 SH   SOLE   798,349 0 0
NORDSON CORP COM 655663102 474 3,410 SH   SOLE   3,410 0 0
NOVANTA INC COM 67000B104 9,656 141,169 SH   SOLE   141,169 0 0
OASIS PETE INC NEW COM 674215108 2,470 174,220 SH   SOLE   174,220 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 3,454 42,030 SH   SOLE   42,030 0 0
OLD DOMINION FGHT LINES INC COM 679580100 126 780 SH   SOLE   780 0 0
ONEOK INC NEW COM 682680103 2,769 40,844 SH   SOLE   40,844 0 0
PDC ENERGY INC COM 69327R101 539 11,000 SH   SOLE   11,000 0 0
PNC FINL SVCS GROUP INC COM 693475105 9,615 70,600 SH   SOLE   70,600 0 0
PRA GROUP INC COM 69354N106 1,142 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 472 4,280 SH   SOLE   4,280 0 0
PVH CORP COM 693656100 17,186 119,015 SH   SOLE   119,015 0 0
PTC THERAPEUTICS INC COM 69366J200 7,986 169,920 SH   SOLE   169,920 0 0
PTC INC COM 69370C100 3,361 31,655 SH   SOLE   31,655 0 0
PACCAR INC COM 693718108 263 3,850 SH   SOLE   3,850 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 11,086 225,545 SH   SOLE   225,545 0 0
PANDORA MEDIA INC COM 698354107 9,417 990,200 SH   SOLE   990,200 0 0
PARSLEY ENERGY INC CL A 701877102 603 20,600 SH   SOLE   20,600 0 0
PAYCHEX INC COM 704326107 1,086 14,740 SH   SOLE   14,740 0 0
PAYCOM SOFTWARE INC COM 70432V102 637 4,100 SH   SOLE   4,100 0 0
PAYLOCITY HLDG CORP COM 70438V106 10,881 135,465 SH   SOLE   135,465 0 0
PAYPAL HLDGS INC COM 70450Y103 29,721 338,353 SH   SOLE   338,353 0 0
PENN NATL GAMING INC COM 707569109 13,270 403,105 SH   SOLE   403,105 0 0
PETIQ INC COM CL A 71639T106 7,047 179,277 SH   SOLE   179,277 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 2,046 25,120 SH   SOLE   25,120 0 0
PFIZER INC COM 717081103 286 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 5,199 101,669 SH   SOLE   101,669 0 0
PIONEER NAT RES CO COM 723787107 4,027 23,120 SH   SOLE   23,120 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 9,860 394,240 SH   SOLE   394,240 0 0
PLANET FITNESS INC CL A 72703H101 13,437 248,691 SH   SOLE   248,691 0 0
PLAYAGS INC COM 72814N104 7,001 237,555 SH   SOLE   237,555 0 0
POST HLDGS INC COM 737446104 14,614 149,060 SH   SOLE   149,060 0 0
PROCTER AND GAMBLE CO COM 742718109 316 3,800 SH   SOLE   3,800 0 0
QUALCOMM INC COM 747525103 501 6,950 SH   SOLE   6,950 0 0
R1 RCM INC COM 749397105 7,465 734,716 SH   SOLE   734,716 0 0
RPC INC COM 749660106 602 38,900 SH   SOLE   38,900 0 0
RPM INTL INC COM 749685103 1,314 20,240 SH   SOLE   20,240 0 0
RANDGOLD RES LTD ADR 752344309 2,117 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 1,696 99,800 SH   SOLE   99,800 0 0
RAPID7 INC COM 753422104 12,397 335,777 SH   SOLE   335,777 0 0
REALPAGE INC COM 75606N109 17,542 266,184 SH   SOLE   266,184 0 0
RED HAT INC COM 756577102 161 1,180 SH   SOLE   1,180 0 0
RINGCENTRAL INC CL A 76680R206 16,140 173,458 SH   SOLE   173,458 0 0
ROCKWELL AUTOMATION INC COM 773903109 424 2,260 SH   SOLE   2,260 0 0
ROKU INC COM CL A 77543R102 9,621 131,745 SH   SOLE   131,745 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4,988 73,200 SH   SOLE   73,200 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 1,961 20,420 SH   SOLE   20,420 0 0
S&P GLOBAL INC COM 78409V104 36,638 187,514 SH   SOLE   187,514 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,214 28,500 SH   SOLE   28,500 0 0
SPS COMM INC COM 78463M107 7,194 72,489 SH   SOLE   72,489 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 12,853 216,300 SH   SOLE   216,300 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,762 48,601 SH   SOLE   48,601 0 0
SVB FINL GROUP COM 78486Q101 587 1,890 SH   SOLE   1,890 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 11,652 504,000 SH   SOLE   504,000 0 0
SAREPTA THERAPEUTICS INC COM 803607100 13,132 81,305 SH   SOLE   81,305 0 0
SCHLUMBERGER LTD COM 806857108 34 551 SH   SOLE   551 0 0
SCHWAB CHARLES CORP NEW COM 808513105 24,451 497,482 SH   SOLE   497,482 0 0
SEALED AIR CORP NEW COM 81211K100 556 13,840 SH   SOLE   13,840 0 0
SEATTLE GENETICS INC COM 812578102 4,325 56,075 SH   SOLE   56,075 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 16,824 610,000 SH   SOLE   610,000 0 0
SEMTECH CORP COM 816850101 15,015 270,050 SH   SOLE   270,050 0 0
SERVICE CORP INTL COM 817565104 4,120 93,205 SH   SOLE   93,205 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 6,475 104,380 SH   SOLE   104,380 0 0
SERVICENOW INC COM 81762P102 30,681 156,830 SH   SOLE   156,830 0 0
SIENTRA INC COM 82621J105 3,565 149,290 SH   SOLE   149,290 0 0
SIMPLY GOOD FOODS CO COM 82900L102 8,083 415,569 SH   SOLE   415,569 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 11,166 154,101 SH   SOLE   154,101 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 448 6,415 SH   SOLE   6,415 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 1,237 27,060 SH   SOLE   27,060 0 0
SONIC CORP COM 835451105 1,945 44,885 SH   SOLE   44,885 0 0
SOUTHWEST AIRLS CO COM 844741108 2,550 40,840 SH   SOLE   40,840 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,677 523,800 SH   SOLE   523,800 0 0
SPLUNK INC COM 848637104 15,222 125,899 SH   SOLE   125,899 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 8,342 173,800 SH   SOLE   173,800 0 0
STARBUCKS CORP COM 855244109 2,769 48,720 SH   SOLE   48,720 0 0
STERICYCLE INC COM 858912108 1,519 25,890 SH   SOLE   25,890 0 0
STRATEGIC ED INC COM 86272C103 19,512 142,394 SH   SOLE   142,394 0 0
STRYKER CORP COM 863667101 60 340 SH   SOLE   340 0 0
SUNCOR ENERGY INC NEW COM 867224107 5,087 131,490 SH   SOLE   131,490 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 1,201 198,434 SH   SOLE   198,434 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 215 4,280 SH   SOLE   4,280 0 0
SURMODICS INC COM 868873100 5,297 70,960 SH   SOLE   70,960 0 0
TJX COS INC NEW COM 872540109 766 6,840 SH   SOLE   6,840 0 0
TPI COMPOSITES INC COM 87266J104 7,146 250,283 SH   SOLE   250,283 0 0
TABULA RASA HEALTHCARE INC COM 873379101 9,035 111,287 SH   SOLE   111,287 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 4,885 68,750 SH   SOLE   68,750 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 2,043 46,260 SH   SOLE   46,260 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 671 4,865 SH   SOLE   4,865 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 15,073 351,850 SH   SOLE   351,850 0 0
TARGA RES CORP COM 87612G101 3,609 64,090 SH   SOLE   64,090 0 0
TESLA INC COM 88160R101 12,988 49,054 SH   SOLE   49,054 0 0
TEXAS ROADHOUSE INC COM 882681109 13,867 200,125 SH   SOLE   200,125 0 0
THE TRADE DESK INC COM CL A 88339J105 7,559 50,090 SH   SOLE   50,090 0 0
THOR INDS INC COM 885160101 11,167 133,411 SH   SOLE   133,411 0 0
TIFFANY & CO NEW COM 886547108 27,228 211,121 SH   SOLE   211,121 0 0
TIVO CORP COM 88870P106 9 739 SH   SOLE   739 0 0
TOTAL S A SPONSORED ADR 89151E109 3,916 60,810 SH   SOLE   60,810 0 0
TRANSDIGM GROUP INC COM 893641100 324 870 SH   SOLE   870 0 0
TRIMBLE INC COM 896239100 2,492 57,340 SH   SOLE   57,340 0 0
TWILIO INC CL A 90138F102 16,693 193,470 SH   SOLE   193,470 0 0
USA TECHNOLOGIES INC COM NO PAR 90328S500 3,401 472,390 SH   SOLE   472,390 0 0
UNDER ARMOUR INC CL A 904311107 961 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 986 50,656 SH   SOLE   50,656 0 0
UNION PAC CORP COM 907818108 30,816 189,254 SH   SOLE   189,254 0 0
UNIT CORP COM 909218109 261 10,030 SH   SOLE   10,030 0 0
UNITED RENTALS INC COM 911363109 33,062 202,088 SH   SOLE   202,088 0 0
UNITEDHEALTH GROUP INC COM 91324P102 65,197 245,066 SH   SOLE   245,066 0 0
UPLAND SOFTWARE INC COM 91544A109 7,875 243,734 SH   SOLE   243,734 0 0
VALERO ENERGY CORP NEW COM 91913Y100 37,869 332,911 SH   SOLE   332,911 0 0
VAREX IMAGING CORP COM 92214X106 240 8,372 SH   SOLE   8,372 0 0
VARIAN MED SYS INC COM 92220P105 2,343 20,930 SH   SOLE   20,930 0 0
VEEVA SYS INC CL A COM 922475108 6,668 61,250 SH   SOLE   61,250 0 0
VEONEER INCORPORATED COM 92336X109 948 17,220 SH   SOLE   17,220 0 0
VERICEL CORP COM 92346J108 5,994 423,597 SH   SOLE   423,597 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 5,171 26,830 SH   SOLE   26,830 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 5,618 133,453 SH   SOLE   133,453 0 0
VISA INC COM CL A 92826C839 50,556 336,839 SH   SOLE   336,839 0 0
VONAGE HLDGS CORP COM 92886T201 18,472 1,304,537 SH   SOLE   1,304,537 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 35 480 SH   SOLE   480 0 0
WATERS CORP COM 941848103 1,483 7,620 SH   SOLE   7,620 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 9,652 30,115 SH   SOLE   30,115 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 5,402 43,755 SH   SOLE   43,755 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,650 187,199 SH   SOLE   187,199 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 2,634 60,291 SH   SOLE   60,291 0 0
WHITING PETE CORP NEW COM NEW 966387409 1,139 21,470 SH   SOLE   21,470 0 0
WILDHORSE RESOURCE DEV CORP COM 96812T102 5,677 240,135 SH   SOLE   240,135 0 0
WILLIAMS COS INC DEL COM 969457100 2,631 96,781 SH   SOLE   96,781 0 0
WINTRUST FINL CORP COM 97650W108 342 4,030 SH   SOLE   4,030 0 0
WPX ENERGY INC COM 98212B103 11,841 588,505 SH   SOLE   588,505 0 0
XPO LOGISTICS INC COM 983793100 46,877 410,591 SH   SOLE   410,591 0 0
XILINX INC COM 983919101 652 8,130 SH   SOLE   8,130 0 0
ZAYO GROUP HLDGS INC COM 98919V105 3,620 104,260 SH   SOLE   104,260 0 0
ZENDESK INC COM 98936J101 11,616 163,600 SH   SOLE   163,600 0 0