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 34 232 SH   SOLE   232 0 0
ATLASSIAN CORP PLC CL A G06242104 642 5,710 SH   SOLE   5,710 0 0
MIMECAST LTD ORD SHS G14838109 10,317 217,886 SH   SOLE   217,886 0 0
CARDTRONICS PLC SHS CL A G1991C105 1,009 28,360 SH   SOLE   28,360 0 0
CREDICORP LTD COM G2519Y108 650 2,710 SH   SOLE   2,710 0 0
COCA COLA EUROPEAN PARTNERS SHS G25839104 466 9,000 SH   SOLE   9,000 0 0
HORIZON PHARMA PLC SHS G4617B105 9,397 355,538 SH   SOLE   355,538 0 0
ICON PLC SHS G4705A100 556 4,070 SH   SOLE   4,070 0 0
MEDTRONIC PLC SHS G5960L103 44 480 SH   SOLE   480 0 0
APTIV PLC SHS G6095L109 182 2,290 SH   SOLE   2,290 0 0
NABORS INDUSTRIES LTD SHS G6359F103 77 22,400 SH   SOLE   22,400 0 0
NOVOCURE LTD ORD SHS G6674U108 4,256 88,358 SH   SOLE   88,358 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 537 18,000 SH   SOLE   18,000 0 0
QUOTIENT LTD SHS G73268107 680 75,480 SH   SOLE   75,480 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 231 21,400 SH   SOLE   21,400 0 0
STERIS PLC SHS USD G8473T100 455 3,550 SH   SOLE   3,550 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,662 420,400 SH   SOLE   420,400 0 0
KORNIT DIGITAL LTD SHS M6372Q113 5,863 246,351 SH   SOLE   246,351 0 0
FERRARI N V COM N3167Y103 890 6,650 SH   SOLE   6,650 0 0
INTERXION HOLDING N.V SHS N47279109 11,708 175,460 SH   SOLE   175,460 0 0
QIAGEN NV SHS NEW N72482123 3,139 77,170 SH   SOLE   77,170 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 11,172 355,228 SH   SOLE   355,228 0 0
GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 1,630 72,025 SH   SOLE   72,025 0 0
AARONS INC COM PAR $0.50 002535300 7,833 148,909 SH   SOLE   148,909 0 0
ABIOMED INC COM 003654100 27,198 95,233 SH   SOLE   95,233 0 0
ADOBE INC COM 00724F101 20,859 78,272 SH   SOLE   78,272 0 0
ADVANCED DISP SVCS INC DEL COM 00790X101 6,612 236,141 SH   SOLE   236,141 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,746 68,415 SH   SOLE   68,415 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,631 37,500 SH   SOLE   37,500 0 0
AGREE REALTY CORP COM 008492100 2,608 37,614 SH   SOLE   37,614 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 6,666 289,198 SH   SOLE   289,198 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34,278 187,877 SH   SOLE   187,877 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 8,587 335,813 SH   SOLE   335,813 0 0
ALLIANCE RES PARTNER L P UT LTD PART 01877R108 1,657 81,380 SH   SOLE   81,380 0 0
ALPHABET INC CAP STK CL A 02079K305 59 50 SH   SOLE   50 0 0
ALPHABET INC CAP STK CL C 02079K107 46,884 39,959 SH   SOLE   39,959 1 0
ALTRA INDL MOTION CORP COM 02208R106 6,242 201,027 SH   SOLE   201,027 2 0
AMAZON COM INC COM 023135106 66,265 37,212 SH   SOLE   37,212 0 0
AMEDISYS INC COM 023436108 9,396 76,231 SH   SOLE   76,231 0 0
AMERICAN EXPRESS CO COM 025816109 292 2,675 SH   SOLE   2,675 0 0
AMICUS THERAPEUTICS INC COM 03152W109 6,007 441,674 SH   SOLE   441,674 0 0
ANDEAVOR LOGISTICS LP COM UNIT LP INT 03350F106 1,660 47,088 SH   SOLE   47,088 0 0
ANSYS INC COM 03662Q105 2,753 15,070 SH   SOLE   15,070 0 0
ANTERO MIDSTREAM CORP COM 03676B102 2,480 179,939 SH   SOLE   179,939 0 0
APPLE INC COM 037833100 38,341 201,850 SH   SOLE   201,850 0 0
ARGAN INC COM 04010E109 5,136 102,819 SH   SOLE   102,819 0 0
ARISTA NETWORKS INC COM 040413106 431 1,370 SH   SOLE   1,370 0 0
ARRAY BIOPHARMA INC COM 04269X105 5,366 220,116 SH   SOLE   220,116 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,546 24,420 SH   SOLE   24,420 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 9,818 358,309 SH   SOLE   358,309 0 0
BP PLC SPONSORED ADR 055622104 6,099 139,495 SH   SOLE   139,495 0 0
BANCO DE CHILE SPONSORED ADS 059520106 511 17,346 SH   SOLE   17,346 0 0
BARRICK GOLD CORPORATION COM 067901108 3,789 276,340 SH   SOLE   276,340 0 0
BENEFITFOCUS INC COM 08180D106 12,606 254,571 SH   SOLE   254,571 0 0
BERRY GLOBAL GROUP INC COM 08579W103 8,882 164,880 SH   SOLE   164,880 0 0
BHP GROUP LTD SPONSORED ADS 088606108 2,648 48,430 SH   SOLE   48,430 0 0
BIOTELEMETRY INC COM 090672106 4,088 65,278 SH   SOLE   65,278 0 0
BOEING CO COM 097023105 32,050 84,027 SH   SOLE   84,027 0 0
BORGWARNER INC COM 099724106 397 10,340 SH   SOLE   10,340 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 259 2,040 SH   SOLE   2,040 0 0
BRINKS CO COM 109696104 11,867 157,372 SH   SOLE   157,372 0 0
BROOKS AUTOMATION INC COM 114340102 6,196 211,249 SH   SOLE   211,249 0 0
BROWN & BROWN INC COM 115236101 2,873 97,340 SH   SOLE   97,340 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 2,578 75,771 SH   SOLE   75,771 0 0
BURLINGTON STORES INC COM 122017106 24,561 156,761 SH   SOLE   156,761 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 103 1,080 SH   SOLE   1,080 0 0
CDW CORP COM 12514G108 34,217 355,061 SH   SOLE   355,061 0 0
CME GROUP INC COM CL A 12572Q105 23,648 143,686 SH   SOLE   143,686 0 0
CNOOC LTD SPONSORED ADR 126132109 2,281 12,280 SH   SOLE   12,280 0 0
CSX CORP COM 126408103 34,955 467,185 SH   SOLE   467,185 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 1,007 66,220 SH   SOLE   66,220 0 0
CVR ENERGY INC COM 12662P108 2,595 62,990 SH   SOLE   62,990 0 0
CABOT OIL & GAS CORP COM 127097103 5,097 195,300 SH   SOLE   195,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,137 17,905 SH   SOLE   17,905 0 0
CAREDX INC COM 14167L103 6,178 196,005 SH   SOLE   196,005 0 0
CARETRUST REIT INC COM 14174T107 2,717 115,825 SH   SOLE   115,825 0 0
CARRIZO OIL & GAS INC COM 144577103 202 16,200 SH   SOLE   16,200 0 0
CASEYS GEN STORES INC COM 147528103 8,000 62,127 SH   SOLE   62,127 0 0
CATERPILLAR INC DEL COM 149123101 14,198 104,789 SH   SOLE   104,789 0 0
CENTENE CORP DEL COM 15135B101 2,331 43,900 SH   SOLE   43,900 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 1,111 126,405 SH   SOLE   126,405 0 0
CHART INDS INC COM PAR $0.01 16115Q308 15,639 172,763 SH   SOLE   172,763 0 0
CHEGG INC COM 163092109 9,322 244,550 SH   SOLE   244,550 0 0
CHENIERE ENERGY INC COM NEW 16411R208 8,114 118,690 SH   SOLE   118,690 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 4,040 96,360 SH   SOLE   96,360 0 0
CHEVRON CORP NEW COM 166764100 11,336 92,025 SH   SOLE   92,025 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,496 31,390 SH   SOLE   31,390 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 3,754 5,285 SH   SOLE   5,285 0 0
CHURCH & DWIGHT INC COM 171340102 743 10,430 SH   SOLE   10,430 0 0
CINTAS CORP COM 172908105 30,665 151,722 SH   SOLE   151,722 0 0
CITIGROUP INC COM NEW 172967424 498 8,010 SH   SOLE   8,010 0 0
CLEAN HARBORS INC COM 184496107 11,544 161,385 SH   SOLE   161,385 0 0
CLOVIS ONCOLOGY INC COM 189464100 3,146 126,739 SH   SOLE   126,739 0 0
COCA COLA CO COM 191216100 320 6,820 SH   SOLE   6,820 0 0
CODEXIS INC COM 192005106 5,901 287,454 SH   SOLE   287,454 0 0
CONCHO RES INC COM 20605P101 3,699 33,340 SH   SOLE   33,340 0 0
CONOCOPHILLIPS COM 20825C104 4,769 71,460 SH   SOLE   71,460 0 0
CONTINENTAL RESOURCES INC COM 212015101 20,797 464,537 SH   SOLE   464,537 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 10,236 186,856 SH   SOLE   186,856 0 0
COSTCO WHSL CORP NEW COM 22160K105 34,625 142,994 SH   SOLE   142,994 0 0
COUPA SOFTWARE INC COM 22266L106 121 1,330 SH   SOLE   1,330 0 0
COVIA HLDGS CORP COM 22305A103 95 16,940 SH   SOLE   16,940 0 0
CREE INC COM 225447101 11,122 194,380 SH   SOLE   194,380 0 0
CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 226344208 1,256 35,680 SH   SOLE   35,680 0 0
CROWN HOLDINGS INC COM 228368106 11,524 211,176 SH   SOLE   211,176 0 0
CUMMINS INC COM 231021106 47 300 SH   SOLE   300 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 7,679 514,677 SH   SOLE   514,677 0 0
DCP MIDSTREAM LP COM UT LTD PTN 23311P100 2,118 64,099 SH   SOLE   64,099 0 0
DARDEN RESTAURANTS INC COM 237194105 565 4,650 SH   SOLE   4,650 0 0
DELEK US HLDGS INC NEW COM 24665A103 2,546 69,895 SH   SOLE   69,895 0 0
DENTSPLY SIRONA INC COM 24906P109 636 12,820 SH   SOLE   12,820 0 0
DEXCOM INC COM 252131107 14,714 123,542 SH   SOLE   123,542 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,711 66,099 SH   SOLE   66,099 0 0
DICKS SPORTING GOODS INC COM 253393102 1,347 36,600 SH   SOLE   36,600 0 0
DINE BRANDS GLOBAL INC COM 254423106 9,783 107,159 SH   SOLE   107,159 0 0
DISNEY WALT CO COM DISNEY 254687106 222 2,000 SH   SOLE   2,000 0 0
DOCUSIGN INC COM 256163106 1,360 26,240 SH   SOLE   26,240 0 0
DORMAN PRODUCTS INC COM 258278100 5,508 62,530 SH   SOLE   62,530 0 0
EOG RES INC COM 26875P101 4,038 42,430 SH   SOLE   42,430 0 0
EQT CORP COM 26884L109 190 9,139 SH   SOLE   9,139 0 0
EQM MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 2,119 45,903 SH   SOLE   45,903 0 0
EASTGROUP PPTY INC COM 277276101 1,988 17,805 SH   SOLE   17,805 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 763 3,990 SH   SOLE   3,990 0 0
EHEALTH INC COM 28238P109 11,441 183,519 SH   SOLE   183,519 0 0
ELDORADO RESORTS INC COM 28470R102 14,826 317,545 SH   SOLE   317,545 0 0
ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 1,020 71,200 SH   SOLE   71,200 0 0
ENBRIDGE INC COM 29250N105 1,861 51,330 SH   SOLE   51,330 0 0
ENCANA CORP COM 292505104 3,281 453,134 SH   SOLE   453,134 0 0
ENERGY TRANSFER LP COM UT LTD PTN 29273V100 13,929 906,246 SH   SOLE   906,246 0 0
ENERSYS COM 29275Y102 7,518 115,376 SH   SOLE   115,376 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 1,055 82,513 SH   SOLE   82,513 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 16,809 577,620 SH   SOLE   577,620 0 0
EPAM SYS INC COM 29414B104 201 1,190 SH   SOLE   1,190 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 159 7,311 SH   SOLE   7,311 0 0
ETSY INC COM 29786A106 12,727 189,334 SH   SOLE   189,334 0 0
EURONET WORLDWIDE INC COM 298736109 12,688 88,984 SH   SOLE   88,984 0 0
EVERTEC INC COM 30040P103 11,189 402,337 SH   SOLE   402,337 0 0
EXACT SCIENCES CORP COM 30063P105 2,664 30,750 SH   SOLE   30,750 0 0
EXELIXIS INC COM 30161Q104 8,210 344,948 SH   SOLE   344,948 0 0
EXPEDITORS INTL WASH INC COM 302130109 189 2,485 SH   SOLE   2,485 0 0
EXXON MOBIL CORP COM 30231G102 3,679 45,530 SH   SOLE   45,530 0 0
FACEBOOK INC CL A 30303M102 17,654 105,908 SH   SOLE   105,908 0 0
FASTENAL CO COM 311900104 2,329 36,210 SH   SOLE   36,210 0 0
FEDEX CORP COM 31428X106 181 1,000 SH   SOLE   1,000 0 0
F5 NETWORKS INC COM 315616102 1,001 6,380 SH   SOLE   6,380 0 0
FIRSTCASH INC COM 33767D105 9,477 109,556 SH   SOLE   109,556 0 0
FISERV INC COM 337738108 8,695 98,490 SH   SOLE   98,490 0 0
FIVE BELOW INC COM 33829M101 10,868 87,467 SH   SOLE   87,467 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 9,547 231,618 SH   SOLE   231,618 0 0
FLUIDIGM CORP DEL COM 34385P108 3,235 243,382 SH   SOLE   243,382 0 0
FORTINET INC COM 34959E109 317 3,780 SH   SOLE   3,780 0 0
FRESHPET INC COM 358039105 6,223 147,145 SH   SOLE   147,145 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,180 33,060 SH   SOLE   33,060 0 0
GALAPAGOS NV SPON ADR 36315X101 975 8,280 SH   SOLE   8,280 0 0
GALLAGHER ARTHUR J & CO COM 363576109 183 2,340 SH   SOLE   2,340 0 0
GENESEE & WYO INC CL A 371559105 240 2,750 SH   SOLE   2,750 0 0
GENTEX CORP COM 371901109 2,178 105,300 SH   SOLE   105,300 0 0
GENOMIC HEALTH INC COM 37244C101 6,662 95,099 SH   SOLE   95,099 0 0
GILEAD SCIENCES INC COM 375558103 575 8,850 SH   SOLE   8,850 0 0
GILDAN ACTIVEWEAR INC COM 375916103 1,599 44,440 SH   SOLE   44,440 0 0
GLAUKOS CORP COM 377322102 9,540 121,735 SH   SOLE   121,735 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 4,740 89,545 SH   SOLE   89,545 0 0
GLOBAL PMTS INC COM 37940X102 800 5,860 SH   SOLE   5,860 0 0
GRAND CANYON ED INC COM 38526M106 12,151 106,112 SH   SOLE   106,112 0 0
HCP INC COM 40414L109 378 12,065 SH   SOLE   12,065 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 705 6,080 SH   SOLE   6,080 0 0
HD SUPPLY HLDGS INC COM 40416M105 532 12,280 SH   SOLE   12,280 0 0
HMS HLDGS CORP COM 40425J101 6,595 222,745 SH   SOLE   222,745 0 0
HALLIBURTON CO COM 406216101 20 690 SH   SOLE   690 0 0
HARLEY DAVIDSON INC COM 412822108 277 7,763 SH   SOLE   7,763 0 0
HEALTHEQUITY INC COM 42226A107 117 1,585 SH   SOLE   1,585 0 0
HEICO CORP NEW COM 422806109 2,199 23,180 SH   SOLE   23,180 0 0
HESS CORP COM 42809H107 2,821 46,830 SH   SOLE   46,830 0 0
HESS MIDSTREAM PARTNERS LP UNIT LTD PR INT 428104103 775 36,535 SH   SOLE   36,535 0 0
HEXCEL CORP NEW COM 428291108 429 6,210 SH   SOLE   6,210 0 0
HOME DEPOT INC COM 437076102 22,797 118,804 SH   SOLE   118,804 0 0
HUAZHU GROUP LTD SPONSORED ADS 44332N106 1,001 23,760 SH   SOLE   23,760 0 0
HUNT J B TRANS SVCS INC COM 445658107 573 5,660 SH   SOLE   5,660 0 0
IAC INTERACTIVECORP COM 44919P508 3,108 14,790 SH   SOLE   14,790 0 0
ITT INC COM 45073V108 10,745 185,252 SH   SOLE   185,252 0 0
ILLINOIS TOOL WKS INC COM 452308109 111 770 SH   SOLE   770 0 0
ILLUMINA INC COM 452327109 32,663 105,132 SH   SOLE   105,132 0 0
INFOSYS LTD SPONSORED ADR 456788108 501 45,800 SH   SOLE   45,800 0 0
INGEVITY CORP COM 45688C107 9,110 86,264 SH   SOLE   86,264 0 0
INSMED INC COM PAR $.01 457669307 7,221 248,402 SH   SOLE   248,402 0 0
INSPIRE MED SYS INC COM 457730109 6,818 120,083 SH   SOLE   120,083 0 0
INSPERITY INC COM 45778Q107 11,160 90,251 SH   SOLE   90,251 0 0
INTEL CORP COM 458140100 118 2,200 SH   SOLE   2,200 0 0
INTEGER HLDGS CORP COM 45826H109 8,568 113,604 SH   SOLE   113,604 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 10,061 56,000 SH   SOLE   56,000 0 0
INTUIT COM 461202103 24,531 93,843 SH   SOLE   93,843 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,085 21,180 SH   SOLE   21,180 0 0
INVITAE CORP COM 46185L103 6,081 259,648 SH   SOLE   259,648 0 0
IQVIA HLDGS INC COM 46266C105 31,360 218,005 SH   SOLE   218,005 0 0
ISHARES TR MSCI EAFE ETF 464287465 1,784 27,500 SH   SOLE   27,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 70,689 1,647,000 SH   SOLE   1,647,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 2,508 16,570 SH   SOLE   16,570 0 0
ISHARES TR RUS 2000 GRW ETF 464287648 98 500 SH   SOLE   500 0 0
ISHARES TR RUS MD CP GR ETF 464287481 746 5,500 SH   SOLE   5,500 0 0
ISHARES TR 20 YR TR BD ETF 464287432 49,223 389,300 SH   SOLE   389,300 0 0
ISHARES TR CUR HED MSCI GER 46434V704 2,594 100,000 SH   SOLE   100,000 0 0
JPMORGAN CHASE & CO COM 46625H100 1,205 11,900 SH   SOLE   11,900 0 0
KLA-TENCOR CORP COM 482480100 509 4,260 SH   SOLE   4,260 0 0
KEMPER CORP DEL COM 488401100 12,078 158,628 SH   SOLE   158,628 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 601 6,890 SH   SOLE   6,890 0 0
KINDER MORGAN INC DEL COM 49456B101 4,800 239,890 SH   SOLE   239,890 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 15,302 468,250 SH   SOLE   468,250 0 0
LPL FINL HLDGS INC COM 50212V100 341 4,890 SH   SOLE   4,890 0 0
LENDINGTREE INC NEW COM 52603B107 11,385 32,384 SH   SOLE   32,384 0 0
LILLY ELI & CO COM 532457108 21,017 161,966 SH   SOLE   161,966 0 0
LINCOLN ELEC HLDGS INC COM 533900106 562 6,700 SH   SOLE   6,700 0 0
LIVERAMP HLDGS INC COM 53815P108 12,406 227,340 SH   SOLE   227,340 0 0
LULULEMON ATHLETICA INC COM 550021109 7,223 44,077 SH   SOLE   44,077 0 0
MPLX LP COM UNIT REP LTD 55336V100 8,554 260,078 SH   SOLE   260,078 0 0
MSCI INC COM 55354G100 775 3,900 SH   SOLE   3,900 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 9,378 154,672 SH   SOLE   154,672 0 0
MARATHON OIL CORP COM 565849106 4,333 259,300 SH   SOLE   259,300 0 0
MARATHON PETE CORP COM 56585A102 8,253 137,903 SH   SOLE   137,903 0 0
MARKETAXESS HLDGS INC COM 57060D108 2,904 11,800 SH   SOLE   11,800 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,317 6,545 SH   SOLE   6,545 0 0
MASIMO CORP COM 574795100 8,294 59,983 SH   SOLE   59,983 0 0
MEET GROUP INC COM 58513U101 2,263 449,848 SH   SOLE   449,848 0 0
MERCK & CO INC COM 58933Y105 44,359 533,359 SH   SOLE   533,359 0 0
MERIT MED SYS INC COM 589889104 11,528 186,443 SH   SOLE   186,443 0 0
MICROSOFT CORP COM 594918104 61,500 521,449 SH   SOLE   521,449 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 29,153 351,407 SH   SOLE   351,407 0 0
MIDDLEBY CORP COM 596278101 17,177 132,104 SH   SOLE   132,104 0 0
MOLINA HEALTHCARE INC COM 60855R100 400 2,820 SH   SOLE   2,820 0 0
MONRO INC COM 610236101 14,245 164,648 SH   SOLE   164,648 0 0
MOOG INC CL A 615394202 2,289 26,330 SH   SOLE   26,330 0 0
MURPHY OIL CORP COM 626717102 8 290 SH   SOLE   290 0 0
MURPHY USA INC COM 626755102 6 70 SH   SOLE   70 0 0
MYRIAD GENETICS INC COM 62855J104 756 22,760 SH   SOLE   22,760 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 5,528 231,025 SH   SOLE   231,025 0 0
NEOGENOMICS INC COM NEW 64049M209 13,537 661,615 SH   SOLE   661,615 0 0
NETFLIX INC COM 64110L106 30,179 84,640 SH   SOLE   84,640 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 741 8,230 SH   SOLE   8,230 0 0
NEW RELIC INC COM 64829B100 7,140 72,343 SH   SOLE   72,343 0 0
NICE LTD SPONSORED ADR 653656108 3,864 31,540 SH   SOLE   31,540 0 0
NIKE INC CL B 654106103 37,765 448,467 SH   SOLE   448,467 0 0
NOBLE ENERGY INC COM 655044105 1,909 77,200 SH   SOLE   77,200 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 744 20,664 SH   SOLE   20,664 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 194 500 SH   SOLE   500 0 0
OCCIDENTAL PETE CORP COM 674599105 2,574 38,880 SH   SOLE   38,880 0 0
OMNICELL INC COM 68213N109 10,686 132,187 SH   SOLE   132,187 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,865 90,675 SH   SOLE   90,675 0 0
ONEOK INC NEW COM 682680103 2,004 28,694 SH   SOLE   28,694 0 0
PBF ENERGY INC CL A 69318G106 3,369 108,200 SH   SOLE   108,200 0 0
PDC ENERGY INC COM 69327R101 447 11,000 SH   SOLE   11,000 0 0
PRA GROUP INC COM 69354N106 850 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 364 3,300 SH   SOLE   3,300 0 0
PTC THERAPEUTICS INC COM 69366J200 3,542 94,102 SH   SOLE   94,102 0 0
PTC INC COM 69370C100 1,810 19,640 SH   SOLE   19,640 0 0
PACCAR INC COM 693718108 262 3,850 SH   SOLE   3,850 0 0
PARSLEY ENERGY INC CL A 701877102 398 20,600 SH   SOLE   20,600 0 0
PAYCHEX INC COM 704326107 1,182 14,740 SH   SOLE   14,740 0 0
PAYCOM SOFTWARE INC COM 70432V102 388 2,050 SH   SOLE   2,050 0 0
PAYPAL HLDGS INC COM 70450Y103 41,662 401,215 SH   SOLE   401,215 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 9,724 245,320 SH   SOLE   245,320 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,644 25,120 SH   SOLE   25,120 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,158 198,380 SH   SOLE   198,380 0 0
PFIZER INC COM 717081103 276 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 923 9,700 SH   SOLE   9,700 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 6,580 125,699 SH   SOLE   125,699 0 0
PIONEER NAT RES CO COM 723787107 1,576 10,350 SH   SOLE   10,350 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 10,614 433,040 SH   SOLE   433,040 0 0
PLANET FITNESS INC CL A 72703H101 12,129 176,496 SH   SOLE   176,496 0 0
PLANTRONICS INC NEW COM 727493108 8,291 179,806 SH   SOLE   179,806 0 0
PLAYAGS INC COM 72814N104 4,545 189,921 SH   SOLE   189,921 0 0
POST HLDGS INC COM 737446104 10,675 97,579 SH   SOLE   97,579 0 0
PROCTER AND GAMBLE CO COM 742718109 395 3,800 SH   SOLE   3,800 0 0
QUALCOMM INC COM 747525103 7,593 133,148 SH   SOLE   133,148 0 0
R1 RCM INC COM 749397105 7,261 750,870 SH   SOLE   750,870 0 0
RPC INC COM 749660106 444 38,900 SH   SOLE   38,900 0 0
RPM INTL INC COM 749685103 1,175 20,240 SH   SOLE   20,240 0 0
RANGE RES CORP COM 75281A109 133 11,800 SH   SOLE   11,800 0 0
RAPID7 INC COM 753422104 13,356 263,910 SH   SOLE   263,910 0 0
RED ROCK RESORTS INC CL A 75700L108 6,122 236,814 SH   SOLE   236,814 0 0
REPUBLIC SVCS INC COM 760759100 195 2,430 SH   SOLE   2,430 0 0
REXNORD CORP NEW COM 76169B102 7,226 287,413 SH   SOLE   287,413 0 0
RINGCENTRAL INC CL A 76680R206 10,058 93,306 SH   SOLE   93,306 0 0
ROCKWELL AUTOMATION INC COM 773903109 493 2,810 SH   SOLE   2,810 0 0
ROGERS CORP COM 775133101 7,450 46,888 SH   SOLE   46,888 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 4,582 73,200 SH   SOLE   73,200 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 518 6,910 SH   SOLE   6,910 0 0
S&P GLOBAL INC COM 78409V104 28,385 134,812 SH   SOLE   134,812 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,477 28,500 SH   SOLE   28,500 0 0
SPS COMMERCE INC COM 78463M107 4,573 43,115 SH   SOLE   43,115 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 2,720 42,705 SH   SOLE   42,705 0 0
SVB FINL GROUP COM 78486Q101 340 1,530 SH   SOLE   1,530 0 0
SALESFORCE COM INC COM 79466L302 35,754 225,764 SH   SOLE   225,764 0 0
SAREPTA THERAPEUTICS INC COM 803607100 1,336 11,210 SH   SOLE   11,210 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 27,705 647,928 SH   SOLE   647,928 0 0
SEALED AIR CORP NEW COM 81211K100 637 13,840 SH   SOLE   13,840 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 2,502 97,300 SH   SOLE   97,300 0 0
SERVICENOW INC COM 81762P102 31,567 128,068 SH   SOLE   128,068 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 2,670 20,845 SH   SOLE   20,845 0 0
SIMPLY GOOD FOODS CO COM 82900L102 7,838 380,694 SH   SOLE   380,694 0 0
SOUTHWEST AIRLS CO COM 844741108 2,120 40,840 SH   SOLE   40,840 0 0
SOUTHWESTERN ENERGY CO COM 845467109 772 164,655 SH   SOLE   164,655 0 0
SPIRIT AIRLS INC COM 848577102 7,502 141,926 SH   SOLE   141,926 0 0
SPLUNK INC COM 848637104 19,534 156,771 SH   SOLE   156,771 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 6,562 191,923 SH   SOLE   191,923 0 0
STARBUCKS CORP COM 855244109 3,622 48,720 SH   SOLE   48,720 0 0
STERICYCLE INC COM 858912108 1,409 25,890 SH   SOLE   25,890 0 0
STRATEGIC ED INC COM 86272C103 12,912 98,330 SH   SOLE   98,330 0 0
STRYKER CORP COM 863667101 67 340 SH   SOLE   340 0 0
SUNCOR ENERGY INC NEW COM 867224107 3,237 99,815 SH   SOLE   99,815 0 0
SUNLANDS ONLINE ED GROUP ADS 86740P108 256 71,212 SH   SOLE   71,212 0 0
TJX COS INC NEW COM 872540109 728 13,680 SH   SOLE   13,680 0 0
TPI COMPOSITES INC COM 87266J104 5,726 200,066 SH   SOLE   200,066 0 0
TABLEAU SOFTWARE INC CL A 87336U105 1,942 15,255 SH   SOLE   15,255 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 947 23,130 SH   SOLE   23,130 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 9,656 152,066 SH   SOLE   152,066 0 0
TARGA RES CORP COM 87612G101 868 20,880 SH   SOLE   20,880 0 0
TENABLE HLDGS INC COM 88025T102 6,462 204,120 SH   SOLE   204,120 0 0
TERADATA CORP DEL COM 88076W103 4,484 102,721 SH   SOLE   102,721 0 0
TESLA INC COM 88160R101 11,792 42,134 SH   SOLE   42,134 0 0
THE TRADE DESK INC COM CL A 88339J105 10,648 53,790 SH   SOLE   53,790 0 0
TIVO CORP COM 88870P106 7 739 SH   SOLE   739 0 0
TOTAL S A SPONSORED ADS 89151E109 3,718 66,805 SH   SOLE   66,805 0 0
TRANSDIGM GROUP INC COM 893641100 395 870 SH   SOLE   870 0 0
TRANSUNION COM 89400J107 25,769 385,538 SH   SOLE   385,538 0 0
TRIMBLE INC COM 896239100 2,317 57,340 SH   SOLE   57,340 0 0
TWILIO INC CL A 90138F102 8,565 66,301 SH   SOLE   66,301 0 0
ULTA BEAUTY INC COM 90384S303 11,652 33,414 SH   SOLE   33,414 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 3,966 57,185 SH   SOLE   57,185 0 0
UNDER ARMOUR INC CL A 904311107 958 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 956 50,656 SH   SOLE   50,656 0 0
UNIT CORP COM 909218109 137 9,600 SH   SOLE   9,600 0 0
UNITED RENTALS INC COM 911363109 11,238 98,365 SH   SOLE   98,365 0 0
UNITEDHEALTH GROUP INC COM 91324P102 19,324 78,152 SH   SOLE   78,152 0 0
UPLAND SOFTWARE INC COM 91544A109 8,251 194,785 SH   SOLE   194,785 0 0
VALERO ENERGY CORP NEW COM 91913Y100 4,568 53,850 SH   SOLE   53,850 0 0
VAREX IMAGING CORP COM 92214X106 284 8,372 SH   SOLE   8,372 0 0
VARIAN MED SYS INC COM 92220P105 2,966 20,930 SH   SOLE   20,930 0 0
VEEVA SYS INC CL A COM 922475108 2,985 23,530 SH   SOLE   23,530 0 0
VERACYTE INC COM 92337F107 5,964 238,365 SH   SOLE   238,365 0 0
VERINT SYS INC COM 92343X100 13,699 228,848 SH   SOLE   228,848 0 0
VERICEL CORP COM 92346J108 6,384 364,585 SH   SOLE   364,585 0 0
VERSUM MATLS INC COM 92532W103 6,825 135,659 SH   SOLE   135,659 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,935 26,830 SH   SOLE   26,830 0 0
VIASAT INC COM 92552V100 9,771 126,082 SH   SOLE   126,082 0 0
VICI PPTYS INC COM 925652109 2,701 123,430 SH   SOLE   123,430 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,916 57,793 SH   SOLE   57,793 0 0
VISA INC COM CL A 92826C839 42,806 274,061 SH   SOLE   274,061 0 0
VIRTUSA CORP COM 92827P102 7,131 133,413 SH   SOLE   133,413 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 30 480 SH   SOLE   480 0 0
WATERS CORP COM 941848103 1,918 7,620 SH   SOLE   7,620 0 0
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103 5,899 188,111 SH   SOLE   188,111 0 0
WILLIAMS COS INC DEL COM 969457100 2,780 96,781 SH   SOLE   96,781 0 0
WOODWARD INC COM 980745103 5,203 54,836 SH   SOLE   54,836 0 0
WORKDAY INC CL A 98138H101 374 1,940 SH   SOLE   1,940 0 0
WORLD FUEL SVCS CORP COM 981475106 1,223 42,350 SH   SOLE   42,350 0 0
WPX ENERGY INC COM 98212B103 7,487 571,100 SH   SOLE   571,100 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 8,574 171,514 SH   SOLE   171,514 0 0
XILINX INC COM 983919101 2,593 20,453 SH   SOLE   20,453 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 17,342 82,767 SH   SOLE   82,767 0 0
ZENDESK INC COM 98936J101 7,732 90,967 SH   SOLE   90,967 0 0
ZYNGA INC CL A 98986T108 6,334 1,188,289 SH   SOLE   1,188,289 0 0