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 45,181 624,689 SH   SOLE   624,689 0 0
ABBVIE INC COM 00287Y109 171,273 1,857,918 SH   SOLE   1,857,918 0 0
ABIOMED INC COM 003654100 4,577 14,075 SH   SOLE   14,075 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20,889 148,147 SH   SOLE   148,147 0 0
AES CORP COM 00130H105 17,142 1,185,092 SH   SOLE   1,185,092 0 0
AFLAC INC COM 001055102 13,289 291,627 SH   SOLE   291,627 0 0
AG MTG INVT TR INC COM 001228105 1,459 91,545 SH   SOLE   91,545 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 27,060 401,162 SH   SOLE   401,162 0 0
AGNC INVT CORP COM 00123Q104 70,128 3,999,251 SH   SOLE   3,999,251 0 0
ALPHABET INC CAP STK CL C 02079K107 128,890 124,271 SH   SOLE   124,271 0 0
ALPHABET INC CAP STK CL A 02079K305 19,849 18,980 SH   SOLE   18,980 0 0
AMAZON COM INC COM 023135106 62,415 41,503 SH   SOLE   41,503 0 0
AMERICAN EXPRESS CO COM 025816109 19,311 202,628 SH   SOLE   202,628 0 0
AMGEN INC COM 031162100 40,253 206,661 SH   SOLE   206,661 0 0
ANADARKO PETE CORP COM 032511107 7,861 179,281 SH   SOLE   179,281 0 0
ANNALY CAP MGMT INC COM 035710409 30,522 3,109,701 SH   SOLE   3,109,701 0 0
ANTHEM INC COM 036752103 95,747 364,578 SH   SOLE   364,578 0 0
APPLE INC COM 037833100 50,225 318,009 SH   SOLE   318,009 0 0
ARISTA NETWORKS INC COM 040413106 8,703 41,310 SH   SOLE   41,310 0 0
ASPEN TECHNOLOGY INC COM 045327103 4,638 56,451 SH   SOLE   56,451 0 0
AT&T INC COM 00206R102 36,727 1,287,132 SH   SOLE   1,287,132 0 0
ATHENE HLDG LTD CL A G0684D107 15,313 384,519 SH   SOLE   384,519 0 0
AUTODESK INC COM 052769106 356 2,769 SH   SOLE   2,769 0 0
AVERY DENNISON CORP COM 053611109 23,182 258,105 SH   SOLE   258,105 0 0
AXOGEN INC COM 05463X106 12,764 624,941 SH   SOLE   624,941 0 0
BANK AMER CORP COM 060505104 64,388 2,610,622 SH   SOLE   2,610,622 0 0
BANK N S HALIFAX COM 064149107 10,564 212,200 SH   SOLE   212,200 0 0
BAYTEX ENERGY CORP COM 07317Q105 847 479,833 SH   SOLE   479,833 0 0
BECTON DICKINSON & CO COM 075887109 393 1,746 SH   SOLE   1,746 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 97,565 477,290 SH   SOLE   477,290 0 0
BEST BUY INC COM 086516101 93,918 1,773,530 SH   SOLE   1,773,530 0 0
BIOGEN INC COM 09062X103 11,222 37,299 SH   SOLE   37,299 0 0
BIO RAD LABS INC CL A 090572207 4,491 19,351 SH   SOLE   19,351 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 4,501 1,163,013 SH   SOLE   1,163,013 0 0
BLACKLINE INC COM 09239B109 5,765 140,766 SH   SOLE   140,766 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 40,816 1,369,441 SH   SOLE   1,369,441 0 0
BOEING CO COM 097023105 66,320 205,686 SH   SOLE   205,686 0 0
BOOKING HLDGS INC COM 09857L108 9,881 5,734 SH   SOLE   5,734 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 95,877 2,127,992 SH   SOLE   2,127,992 0 0
BOSTON SCIENTIFIC CORP COM 101137107 24,623 697,003 SH   SOLE   697,003 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 32,578 292,380 SH   SOLE   292,380 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 77,007 1,481,881 SH   SOLE   1,481,881 0 0
BROADCOM INC COM 11135F101 136,019 534,930 SH   SOLE   534,930 0 0
BURLINGTON STORES INC COM 122017106 53,576 329,515 SH   SOLE   329,515 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 12,052 277,170 SH   SOLE   277,170 0 0
CAESARS ENTMT CORP COM 127686103 3,299 485,508 SH   SOLE   485,508 0 0
CANADIAN NAT RES LTD COM 136385101 1,234 51,146 SH   SOLE   51,146 0 0
CANOPY GROWTH CORP COM 138035100 4,947 184,316 SH   SOLE   184,316 0 0
CARBON BLACK INC COM 14081R103 22,671 1,689,989 SH   SOLE   1,689,989 0 0
CARGURUS INC COM CL A 141788109 10,364 307,119 SH   SOLE   307,119 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 47,099 2,988,559 SH   SOLE   2,988,559 0 0
CATERPILLAR INC DEL COM 149123101 19,677 154,880 SH   SOLE   154,880 0 0
CELANESE CORP DEL COM 150870103 18,037 200,550 SH   SOLE   200,550 0 0
CELGENE CORP COM 151020104 11,417 177,933 SH   SOLE   177,933 0 0
CENTENE CORP DEL COM 15135B101 23,002 199,440 SH   SOLE   199,440 0 0
CENTERPOINT ENERGY INC COM 15189T107 20,857 738,707 SH   SOLE   738,707 0 0
CERIDIAN HCM HLDG INC COM 15677J108 6,731 195,456 SH   SOLE   195,456 0 0
CHEGG INC COM 163092109 7,547 265,607 SH   SOLE   265,607 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,156 19,536 SH   SOLE   19,536 0 0
CHEVRON CORP NEW COM 166764100 2,517 23,130 SH   SOLE   23,130 0 0
CHURCHILL DOWNS INC COM 171484108 57,156 234,300 SH   SOLE   234,300 0 0
CINTAS CORP COM 172908105 49,513 294,587 SH   SOLE   294,587 0 0
CISCO SYS INC COM 17275R102 15,483 356,700 SH   SOLE   356,700 0 0
CITIGROUP INC COM NEW 172967424 88,258 1,695,778 SH   SOLE   1,695,778 0 0
CITIZENS FINL GROUP INC COM 174610105 16,329 549,533 SH   SOLE   549,533 0 0
CNH INDL N V SHS N20944109 12,291 1,370,127 SH   SOLE   1,370,127 0 0
CNOOC LTD SPONSORED ADR 126132109 1,542 10,112 SH   SOLE   10,112 0 0
COGNEX CORP COM 192422103 9,273 239,835 SH   SOLE   239,835 0 0
COMCAST CORP NEW CL A 20030N101 64,928 1,906,595 SH   SOLE   1,906,595 0 0
COMERICA INC COM 200340107 44,070 641,711 SH   SOLE   641,711 0 0
CONOCOPHILLIPS COM 20825C104 35,478 568,962 SH   SOLE   568,962 0 0
CONTINENTAL BLDG PRODS INC COM 211171103 7,004 275,300 SH   SOLE   275,300 0 0
CONTINENTAL RESOURCES INC COM 212015101 998 24,831 SH   SOLE   24,831 0 0
COSTAR GROUP INC COM 22160N109 9,023 26,760 SH   SOLE   26,760 0 0
CRANE CO COM 224399105 8,090 112,100 SH   SOLE   112,100 0 0
CREDICORP LTD COM G2519Y108 1,062 4,792 SH   SOLE   4,792 0 0
CRESCENT PT ENERGY CORP COM 22576C101 492 162,531 SH   SOLE   162,531 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 142,050 1,307,476 SH   SOLE   1,307,476 0 0
CSX CORP COM 126408103 6,291 101,270 SH   SOLE   101,270 0 0
CUMMINS INC COM 231021106 26,697 199,730 SH   SOLE   199,730 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 72,271 1,448,177 SH   SOLE   1,448,177 0 0
DEXCOM INC COM 252131107 9,159 76,452 SH   SOLE   76,452 0 0
DISCOVER FINL SVCS COM 254709108 4,932 83,607 SH   SOLE   83,607 0 0
DISNEY WALT CO COM DISNEY 254687106 27,035 246,519 SH   SOLE   246,519 0 0
DOCUSIGN INC COM 256163106 6,756 168,591 SH   SOLE   168,591 0 0
DOLBY LABORATORIES INC COM 25659T107 19,249 311,214 SH   SOLE   311,214 0 0
DOWDUPONT INC COM 26078J100 22,982 429,766 SH   SOLE   429,766 0 0
EASTMAN CHEM CO COM 277432100 14,508 198,400 SH   SOLE   198,400 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 15,270 99,682 SH   SOLE   99,682 0 0
ELECTRONIC ARTS INC COM 285512109 7,059 89,461 SH   SOLE   89,461 0 0
ENCANA CORP COM 292505104 1,302 225,428 SH   SOLE   225,428 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 727 29,594 SH   SOLE   29,594 0 0
EOG RES INC COM 26875P101 22,993 263,632 SH   SOLE   263,632 0 0
EQUINIX INC COM PAR $0.001 29444U700 17,369 49,254 SH   SOLE   49,254 0 0
EVERGY INC COM 30034W106 46,165 813,115 SH   SOLE   813,115 0 0
EXACT SCIENCES CORP COM 30063P105 6,336 100,395 SH   SOLE   100,395 0 0
EXXON MOBIL CORP COM 30231G102 1,840 26,971 SH   SOLE   26,971 0 0
F5 NETWORKS INC COM 315616102 25,002 154,285 SH   SOLE   154,285 0 0
FACEBOOK INC CL A 30303M102 17,075 130,034 SH   SOLE   130,034 0 0
FEDEX CORP COM 31428X106 7,581 47,010 SH   SOLE   47,010 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 22,321 217,748 SH   SOLE   217,748 0 0
FIFTH THIRD BANCORP COM 316773100 6,008 255,261 SH   SOLE   255,261 0 0
FITBIT INC CL A 33812L102 20,817 4,185,000 SH   SOLE   4,185,000 0 0
FIVE BELOW INC COM 33829M101 6,856 67,005 SH   SOLE   67,005 0 0
FOOT LOCKER INC COM 344849104 5,214 98,000 SH   SOLE   98,000 0 0
FRANCO NEVADA CORP COM 351858105 63,988 912,876 SH   SOLE   912,876 0 0
GENERAL MTRS CO COM 37045V100 236,876 7,082,522 SH   SOLE   7,082,522 0 0
GEO GROUP INC NEW COM 36162J106 89,097 4,523,783 SH   SOLE   4,523,783 0 0
GILEAD SCIENCES INC COM 375558103 25,288 403,954 SH   SOLE   403,954 0 0
GLU MOBILE INC COM 379890106 13,128 1,629,817 SH   SOLE   1,629,817 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 1,043 47,940 SH   SOLE   47,940 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,684 40,000 SH   SOLE   40,000 0 0
GRAFTECH INTL LTD COM 384313508 18,008 1,573,432 SH   SOLE   1,573,432 0 0
GRAND CANYON ED INC COM 38526M106 18,515 192,739 SH   SOLE   192,739 0 0
HENRY JACK & ASSOC INC COM 426281101 11,684 92,313 SH   SOLE   92,313 0 0
HESS CORP COM 42809H107 55,986 1,382,869 SH   SOLE   1,382,869 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 7,184 544,000 SH   SOLE   544,000 0 0
HOME DEPOT INC COM 437076102 335 1,951 SH   SOLE   1,951 0 0
HP INC COM 40434L105 19,117 934,140 SH   SOLE   934,140 0 0
HUMANA INC COM 444859102 96,106 335,322 SH   SOLE   335,322 0 0
HUNTINGTON BANCSHARES INC COM 446150104 566 47,484 SH   SOLE   47,484 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 121,418 637,856 SH   SOLE   637,856 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,357 142,598 SH   SOLE   142,598 0 0
INTEL CORP COM 458140100 24,641 524,671 SH   SOLE   524,671 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 29,925 397,299 SH   SOLE   397,299 0 0
INTUIT COM 461202103 33,619 170,783 SH   SOLE   170,783 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,537 32,430 SH   SOLE   32,430 0 0
IPG PHOTONICS CORP COM 44980X109 11,775 103,963 SH   SOLE   103,963 0 0
IQVIA HLDGS INC COM 46266C105 13,386 115,200 SH   SOLE   115,200 0 0
ISRAEL CHEMICALS LTD SHS M5920A109 63,553 11,219,644 SH   SOLE   11,219,644 0 0
ITT INC COM 45073V108 14,399 298,387 SH   SOLE   298,387 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 10,106 81,562 SH   SOLE   81,562 0 0
JOHNSON & JOHNSON COM 478160104 44,389 343,929 SH   SOLE   343,929 0 0
JPMORGAN CHASE & CO COM 46625H100 37,047 379,080 SH   SOLE   379,080 0 0
JUNIPER NETWORKS INC COM 48203R104 83,654 3,108,114 SH   SOLE   3,108,114 0 0
KEMPER CORP DEL COM 488401100 10,824 163,074 SH   SOLE   163,074 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 7,460 286,871 SH   SOLE   286,871 0 0
KKR & CO INC CL A 48251W104 35,854 1,826,057 SH   SOLE   1,826,057 0 0
KLA-TENCOR CORP COM 482480100 25,043 279,518 SH   SOLE   279,518 0 0
KOSMOS ENERGY LTD COM 500688106 4,103 1,000,000 SH   SOLE   1,000,000 0 0
KROGER CO COM 501044101 9,744 354,398 SH   SOLE   354,398 0 0
LAM RESEARCH CORP COM 512807108 3,129 22,977 SH   SOLE   22,977 0 0
LAMB WESTON HLDGS INC COM 513272104 25,113 341,376 SH   SOLE   341,376 0 0
LAS VEGAS SANDS CORP COM 517834107 43,400 833,738 SH   SOLE   833,738 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 26,137 362,893 SH   SOLE   362,893 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 21,222 542,690 SH   SOLE   542,690 0 0
LILLY ELI & CO COM 532457108 22,896 197,851 SH   SOLE   197,851 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 25,321 514,188 SH   SOLE   514,188 0 0
LOCKHEED MARTIN CORP COM 539830109 35,029 133,755 SH   SOLE   133,755 0 0
LOWES COS INC COM 548661107 65,585 710,183 SH   SOLE   710,183 0 0
LUMENTUM HLDGS INC COM 55024U109 4,912 116,921 SH   SOLE   116,921 0 0
M & T BK CORP COM 55261F104 7,327 51,190 SH   SOLE   51,190 0 0
MARATHON PETE CORP COM 56585A102 47,717 808,694 SH   SOLE   808,694 0 0
MASCO CORP COM 574599106 11,937 408,185 SH   SOLE   408,185 0 0
MASTERCARD INCORPORATED CL A 57636Q104 59,627 316,080 SH   SOLE   316,080 0 0
MCDONALDS CORP COM 580135101 21,231 119,569 SH   SOLE   119,569 0 0
MEDTRONIC PLC SHS G5960L103 72,058 792,065 SH   SOLE   792,065 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 4,157 45,000 SH   SOLE   45,000 0 0
MERCK & CO INC COM 58933Y105 8,572 112,100 SH   SOLE   112,100 0 0
MICRON TECHNOLOGY INC COM 595112103 117,411 3,700,872 SH   SOLE   3,700,872 0 0
MICROSOFT CORP COM 594918104 170,627 1,678,327 SH   SOLE   1,678,327 0 0
MOLINA HEALTHCARE INC COM 60855R100 13,557 116,697 SH   SOLE   116,697 0 0
MONDELEZ INTL INC CL A 609207105 3,202 80,000 SH   SOLE   80,000 0 0
MSCI INC COM 55354G100 39,521 268,041 SH   SOLE   268,041 0 0
MYLAN N V SHS EURO N59465109 2,194 80,000 SH   SOLE   80,000 0 0
NAVIOS MARITIME PARTNERS L P UNIT LPI Y62267102 254 300,000 SH   SOLE   300,000 0 0
NETAPP INC COM 64110D104 28,623 479,360 SH   SOLE   479,360 0 0
NEXTERA ENERGY INC COM 65339F101 54,587 314,005 SH   SOLE   314,005 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 16,562 384,632 SH   SOLE   384,632 0 0
NIKE INC CL B 654106103 21,503 290,088 SH   SOLE   290,088 0 0
NISOURCE INC COM 65473P105 18,135 714,959 SH   SOLE   714,959 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 6,033 360,516 SH   SOLE   360,516 0 0
NORDSTROM INC COM 655664100 7,794 167,273 SH   SOLE   167,273 0 0
NORFOLK SOUTHERN CORP COM 655844108 60,682 405,807 SH   SOLE   405,807 0 0
NRG ENERGY INC COM NEW 629377508 10,314 260,476 SH   SOLE   260,476 0 0
NUTANIX INC CL A 67059N108 35,977 864,939 SH   SOLE   864,939 0 0
NUTRIEN LTD COM 67077M108 54,524 1,160,194 SH   SOLE   1,160,194 0 0
OASIS PETE INC NEW COM 674215108 661 119,597 SH   SOLE   119,597 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 4,190 4,534,588 SH   SOLE   4,534,588 0 0
OGE ENERGY CORP COM 670837103 12,239 312,348 SH   SOLE   312,348 0 0
ORACLE CORP COM 68389X105 10,180 225,438 SH   SOLE   225,438 0 0
PAYPAL HLDGS INC COM 70450Y103 52,974 629,486 SH   SOLE   629,486 0 0
PBF ENERGY INC CL A 69318G106 6,271 191,979 SH   SOLE   191,979 0 0
PEMBINA PIPELINE CORP COM 706327103 16,636 560,038 SH   SOLE   560,038 0 0
PEPSICO INC COM 713448108 12,337 111,686 SH   SOLE   111,686 0 0
PERKINELMER INC COM 714046109 26,982 343,528 SH   SOLE   343,528 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 9,179 705,801 SH   SOLE   705,801 0 0
PFIZER INC COM 717081103 102,175 2,341,047 SH   SOLE   2,341,047 0 0
PHILIP MORRIS INTL INC COM 718172109 40,887 612,318 SH   SOLE   612,318 0 0
PINNACLE WEST CAP CORP COM 723484101 10,440 122,546 SH   SOLE   122,546 0 0
PIONEER NAT RES CO COM 723787107 847 6,436 SH   SOLE   6,436 0 0
PLANET FITNESS INC CL A 72703H101 81,296 1,516,580 SH   SOLE   1,516,580 0 0
POOL CORPORATION COM 73278L105 32,650 219,638 SH   SOLE   219,638 0 0
POST HLDGS INC COM 737446104 13,074 146,680 SH   SOLE   146,680 0 0
PPL CORP COM 69351T106 14,097 497,700 SH   SOLE   497,700 0 0
PRA HEALTH SCIENCES INC COM 69354M108 14,597 158,740 SH   SOLE   158,740 0 0
PREMIER INC CL A 74051N102 15,268 408,731 SH   SOLE   408,731 0 0
PROGRESSIVE CORP OHIO COM 743315103 40,393 669,483 SH   SOLE   669,483 0 0
PROLOGIS INC COM 74340W103 40,442 688,543 SH   SOLE   688,543 0 0
QUIDEL CORP COM 74838J101 3,342 68,445 SH   SOLE   68,445 0 0
QUINSTREET INC COM 74874Q100 2,485 153,132 SH   SOLE   153,132 0 0
RAYTHEON CO COM NEW 755111507 69,762 454,977 SH   SOLE   454,977 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 23,910 335,985 SH   SOLE   335,985 0 0
RESMED INC COM 761152107 4,668 40,988 SH   SOLE   40,988 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 14,245 278,464 SH   SOLE   278,464 0 0
ROYAL BK CDA MONTREAL QUE COM 780087102 15,471 226,220 SH   SOLE   226,220 0 0
S&P GLOBAL INC COM 78409V104 32,108 188,918 SH   SOLE   188,918 0 0
SAFE BULKERS INC COM Y7388L103 1,428 800,000 SH   SOLE   800,000 0 0
SALESFORCE COM INC COM 79466L302 17,660 128,926 SH   SOLE   128,926 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 30,664 1,743,773 SH   SOLE   1,743,773 0 0
SCHLUMBERGER LTD COM 806857108 963 26,623 SH   SOLE   26,623 0 0
SCHWAB CHARLES CORP NEW COM 808513105 14,222 342,331 SH   SOLE   342,331 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 10,816 280,042 SH   SOLE   280,042 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 36,820 511,071 SH   SOLE   511,071 0 0
SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 21,309 1,700,000 SH   SOLE   1,700,000 0 0
STAR BULK CARRIERS CORP SHS PAR Y8162K204 3,932 430,000 SH   SOLE   430,000 0 0
STRATEGIC ED INC COM 86272C103 20,901 184,317 SH   SOLE   184,317 0 0
SUNCOR ENERGY INC NEW COM 867224107 965 34,572 SH   SOLE   34,572 0 0
SVB FINL GROUP COM 78486Q101 388 2,046 SH   SOLE   2,046 0 0
SYNCHRONY FINL COM 87165B103 53,828 2,294,934 SH   SOLE   2,294,934 0 0
SYNOPSYS INC COM 871607107 16,244 192,681 SH   SOLE   192,681 0 0
SYSCO CORP COM 871829107 5,859 93,483 SH   SOLE   93,483 0 0
T MOBILE US INC COM 872590104 35,347 555,370 SH   SOLE   555,370 0 0
TABULA RASA HEALTHCARE INC COM 873379101 14,051 220,384 SH   SOLE   220,384 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,448 91,726 SH   SOLE   91,726 0 0
TARGA RES CORP COM 87612G101 70,890 1,967,824 SH   SOLE   1,967,824 0 0
TECHNIPFMC PLC COM G87110105 3,642 180,694 SH   SOLE   180,694 0 0
TELADOC HEALTH INC COM 87918A105 7,329 147,831 SH   SOLE   147,831 0 0
TERRENO RLTY CORP COM 88146M101 6,603 187,831 SH   SOLE   187,831 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 22,907 102,384 SH   SOLE   102,384 0 0
TPG SPECIALTY LENDING INC COM 87265K102 7,854 433,800 SH   SOLE   433,800 0 0
TRANSENTERIX INC COM NEW 89366M201 2,401 1,055,598 SH   SOLE   1,055,598 0 0
TRINSEO S A SHS L9340P101 4,735 103,400 SH   SOLE   103,400 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 20,777 431,736 SH   SOLE   431,736 0 0
UNION PAC CORP COM 907818108 19,339 139,930 SH   SOLE   139,930 0 0
UNITED CONTL HLDGS INC COM 910047109 22,644 270,492 SH   SOLE   270,492 0 0
UNITED RENTALS INC COM 911363109 12,951 126,310 SH   SOLE   126,310 0 0
UNITEDHEALTH GROUP INC COM 91324P102 151,399 607,601 SH   SOLE   607,601 0 0
US BANCORP DEL COM NEW 902973304 28,822 630,465 SH   SOLE   630,465 0 0
VAIL RESORTS INC COM 91879Q109 26,419 125,311 SH   SOLE   125,311 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 152,607 2,714,694 SH   SOLE   2,714,694 0 0
VISA INC COM CL A 92826C839 101,678 770,381 SH   SOLE   770,381 0 0
VISTRA ENERGY CORP COM 92840M102 19,228 840,189 SH   SOLE   840,189 0 0
VOYA FINL INC COM 929089100 40,357 1,005,289 SH   SOLE   1,005,289 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 4,136 60,500 SH   SOLE   60,500 0 0
WEBSTER FINL CORP CONN COM 947890109 11,510 233,548 SH   SOLE   233,548 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 12,131 51,382 SH   SOLE   51,382 0 0
WELLS FARGO CO NEW COM 949746101 64,588 1,401,204 SH   SOLE   1,401,204 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,732 271,792 SH   SOLE   271,792 0 0
WESTERN DIGITAL CORP COM 958102105 73,537 1,988,325 SH   SOLE   1,988,325 0 0
WEYERHAEUSER CO COM 962166104 11,384 521,154 SH   SOLE   521,154 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 5,567 285,100 SH   SOLE   285,100 0 0
WINGSTOP INC COM 974155103 7,685 119,733 SH   SOLE   119,733 0 0
WORLDPAY INC CL A 981558109 20,279 265,490 SH   SOLE   265,490 0 0
XILINX INC COM 983919101 102,253 1,199,383 SH   SOLE   1,199,383 0 0
ZIONS BANCORPORATION N A COM 989701107 91,624 2,249,266 SH   SOLE   2,249,266 0 0
ZOETIS INC CL A 98978V103 105,745 1,236,273 SH   SOLE   1,236,273 0 0