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 13,751 79,333 SH   SOLE   0 79,333 0
ABBOTT LABORATORIES COM 002824100 16,750 199,177 SH   SOLE   0 199,177 0
ABBVIE INC COM 00287Y109 4,923 67,700 SH   SOLE   0 67,700 0
ABIOMED INC COM 003654100 80,359 308,492 SH   SOLE   0 308,492 0
ACADIA PHARMACEUTICALS INC COM 004225108 19,122 715,382 SH   SOLE   0 715,382 0
ACCELERON PHARMA INC COM 00434H108 27,015 657,640 SH   SOLE   0 657,640 0
ACUITY BRANDS, INC. COM 00508Y102 7,058 51,175 SH   SOLE   0 51,175 0
ADOBE INC COM 00724F101 13,318 45,200 SH   SOLE   0 45,200 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,206 20,800 SH   SOLE   0 20,800 0
ADVANCED MICRO DEVICES, INC. COM 007903107 119,881 3,947,365 SH   SOLE   0 3,947,365 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 87,610 1,956,894 SH   SOLE   0 1,956,894 0
AFLAC INCORPORATED COM 001055102 12,596 229,803 SH   SOLE   0 229,803 0
AGCO CORPORATION COM 001084102 9,349 120,525 SH   SOLE   0 120,525 0
AGNC INVESTMENT CORP REIT 00123Q104 104,901 6,236,700 SH   SOLE   0 6,236,700 0
AGNICO EAGLE MINES LTD COM 008474108 9,153 178,625 SH   SOLE   0 178,625 0
AIMMUNE THERAPEUTICS INC COM 00900T107 20,089 964,906 SH   SOLE   0 964,906 0
ALARM.COM HOLDINGS INC COM 011642105 34,692 648,459 SH   SOLE   0 648,459 0
ALASKA AIR GROUP, INC. COM 011659109 22,693 355,075 SH   SOLE   0 355,075 0
ALBANY INTERNATIONAL CORP. COM 012348108 5,783 69,755 SH   SOLE   0 69,755 0
ALBEMARLE CORP COM 012653101 29,833 423,693 SH   SOLE   0 423,693 0
ALIGN TECHNOLOGY INC COM 016255101 57,479 210,008 SH   SOLE   0 210,008 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 13,043 540,251 SH   SOLE   0 540,251 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 4,377 94,425 SH   SOLE   0 94,425 0
ALPHABET INC-CL A COM 02079K305 14,308 13,214 SH   SOLE   0 13,214 0
ALPHABET INC-CL C COM 02079K107 14,280 13,212 SH   SOLE   0 13,212 0
ALTRIA GROUP INC COM 02209S103 17,252 364,370 SH   SOLE   0 364,370 0
AMAZON.COM INC COM 023135106 26,700 14,100 SH   SOLE   0 14,100 0
AMBARELLA INC COM G037AX101 3,141 71,170 SH   SOLE   0 71,170 0
AMEDISYS INC COM 023436108 23,250 191,502 SH   SOLE   0 191,502 0
AMERICAN EAGLE OUTFITTER COM 02553E106 11,620 687,575 SH   SOLE   0 687,575 0
AMERICAN WATER WOR COM 030420103 28,223 243,300 SH   SOLE   0 243,300 0
AMERIPRISE FINANCIAL INC COM 03076C106 61,117 421,034 SH   SOLE   0 421,034 0
AMGEN INC COM 031162100 7,776 42,200 SH   SOLE   0 42,200 0
AMICUS THERAPEUTICS INC COM 03152W109 23,204 1,859,320 SH   SOLE   0 1,859,320 0
AMN HEALTHCARE SVS COM 001744101 24,553 452,600 SH   SOLE   0 452,600 0
AMPHENOL CORP-CL A COM 032095101 59,358 618,701 SH   SOLE   0 618,701 0
ANALOG DEVICES INC. COM 032654105 14,662 129,900 SH   SOLE   0 129,900 0
APPLE INC COM 037833100 31,007 156,666 SH   SOLE   0 156,666 0
APTIV PLC COM G6095L109 42,170 521,722 SH   SOLE   0 521,722 0
ARCH CAPITAL GROUP LTD. COM G0450A105 22,627 610,225 SH   SOLE   0 610,225 0
ARENA PHARMACEUTICALS INC COM 040047607 39,023 665,583 SH   SOLE   0 665,583 0
ARISTA NETWORKS INC COM 040413106 36,730 141,475 SH   SOLE   0 141,475 0
ARQULE INC COM 04269E107 26,390 2,396,935 SH   SOLE   0 2,396,935 0
ASPEN TECHNOLOGY, INC. COM 045327103 11,859 95,425 SH   SOLE   0 95,425 0
ASTRONICS CORP COM 046433108 5,316 132,162 SH   SOLE   0 132,162 0
AT&T INC COM 00206R102 20,664 616,657 SH   SOLE   0 616,657 0
ATARA BIOTHERAPEUTICS INC COM 046513107 24,539 1,220,241 SH   SOLE   0 1,220,241 0
ATMOS ENERGY CORPORATION COM 049560105 48,916 463,399 SH   SOLE   0 463,399 0
AUTODESK INC COM 052769106 67,040 411,544 SH   SOLE   0 411,544 0
AUTOMATIC DATA PROCESSING COM 053015103 24,676 149,256 SH   SOLE   0 149,256 0
AUTOZONE INC COM 053332102 76,566 69,640 SH   SOLE   0 69,640 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 33,052 162,675 SH   SOLE   0 162,675 0
AVANTOR INC COM 05352A100 30,155 1,579,659 SH   SOLE   0 1,579,659 0
AXOGEN INC COM 05463X106 12,580 635,364 SH   SOLE   0 635,364 0
AXOS FINANCIAL INC COM 05465C100 3,455 126,794 SH   SOLE   0 126,794 0
BALCHEM CORP COM 057665200 5,654 56,558 SH   SOLE   0 56,558 0
BALL CORP COM 058498106 29,929 427,627 SH   SOLE   0 427,627 0
BANCOLOMBIA S.A. ADR 05968L102 11,882 232,799 SH   SOLE   0 232,799 0
BHP GROUP LTD ADR 088606108 12,444 214,137 SH   SOLE   0 214,137 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 30,233 690,417 SH   SOLE   0 690,417 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 6,803 79,425 SH   SOLE   0 79,425 0
BIOTELEMETRY INC COM 090672106 23,169 481,207 SH   SOLE   0 481,207 0
BLOOM ENERGY CORP- A COM 093712107 15,416 1,256,428 SH   SOLE   0 1,256,428 0
BLUCORA, INC. COM 095229100 3,843 126,525 SH   SOLE   0 126,525 0
BLUEBIRD BIO INC COM 09609G100 28,493 224,006 SH   SOLE   0 224,006 0
BLUEPRINT MEDICINES CORP COM 09627Y109 53,406 566,166 SH   SOLE   0 566,166 0
BOEING CO/THE COM 097023105 5,605 15,400 SH   SOLE   0 15,400 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 56,153 372,200 SH   SOLE   0 372,200 0
BRINK'S CO/THE COM 109696104 40,184 495,004 SH   SOLE   0 495,004 0
BROADCOM INC COM 11135F101 5,440 18,900 SH   SOLE   0 18,900 0
BROWN & BROWN INC COM 115236101 5,765 172,075 SH   SOLE   0 172,075 0
BRUKER CORPORATION COM 116794108 8,529 170,742 SH   SOLE   0 170,742 0
BRUNSWICK CORP COM 117043109 45,027 981,210 SH   SOLE   0 981,210 0
BUILDERS FIRSTSOURCE INC COM 12008R107 51,040 3,048,889 SH   SOLE   0 3,048,889 0
BURLINGTON STORES INC COM 122017106 98,205 577,172 SH   SOLE   0 577,172 0
BWX TECHNOLOGIES INC COM 05605H100 22,180 425,725 SH   SOLE   0 425,725 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 41,589 493,058 SH   SOLE   0 493,058 0
CABOT MICROELECTRONICS CORP COM 12709P103 27,800 252,552 SH   SOLE   0 252,552 0
CAESARS ENTERTAINMENT CORP COM 127686103 72,304 6,117,162 SH   SOLE   0 6,117,162 0
CAMBREX CORP COM 132011107 4,022 85,930 SH   SOLE   0 85,930 0
CAMDEN PROPERTY TRUST COM 133131102 11,525 110,405 SH   SOLE   0 110,405 0
CANADA GOOSE HOLDINGS INC COM 135086106 66,877 1,726,777 SH   SOLE   0 1,726,777 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 3,021 33,300 SH   SOLE   0 33,300 0
CARBONITE INC COM 141337105 5,691 218,565 SH   SOLE   0 218,565 0
CARETRUST REIT INC REIT 14174T107 3,467 145,799 SH   SOLE   0 145,799 0
CARNIVAL CORP COM 143658300 18,558 398,685 SH   SOLE   0 398,685 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,772 36,934 SH   SOLE   0 36,934 0
CASEYS GEN STORES COM 147528103 26,417 169,350 SH   SOLE   0 169,350 0
CASEY'S GENERAL STORES INC COM 147528103 103,136 661,171 SH   SOLE   0 661,171 0
CATERPILLAR INC COM 149123101 5,274 38,700 SH   SOLE   0 38,700 0
CBRE GROUP INC COM 12504L109 5,708 111,285 SH   SOLE   0 111,285 0
CELGENE CORP COM 151020104 2,597 28,100 SH   SOLE   0 28,100 0
CENTENE CORPORATION COM 15135B101 98,868 1,885,375 SH   SOLE   0 1,885,375 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 18,809 402,683 SH   SOLE   0 402,683 0
CHART INDUSTRIES INC COM 16115Q308 90,094 1,171,878 SH   SOLE   0 1,171,878 0
CHEESECAKE FACTORY COM 163072101 3,330 76,164 SH   SOLE   0 76,164 0
CHEVRON CORP COM 166764100 27,174 218,374 SH   SOLE   0 218,374 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 69,202 94,425 SH   SOLE   0 94,425 0
CINEMARK HOLDINGS INC COM 17243V102 25,224 698,732 SH   SOLE   0 698,732 0
CISCO SYSTEMS INC COM 17275R102 40,678 743,250 SH   SOLE   0 743,250 0
CMS ENERGY CORPORATION COM 125896100 59,808 1,032,775 SH   SOLE   0 1,032,775 0
CNO FINANCIAL GROUP, INC. COM 12621E103 2,760 165,482 SH   SOLE   0 165,482 0
COCA-COLA CO/THE COM 191216100 29,336 576,138 SH   SOLE   0 576,138 0
COGNEX CORP COM 192422103 136,379 2,842,423 SH   SOLE   0 2,842,423 0
COHEN & STEERS INC COM 19247A100 6,076 118,109 SH   SOLE   0 118,109 0
COHERENT INC COM 192479103 101,972 747,765 SH   SOLE   0 747,765 0
COMCAST CORP COM 20030N101 8,637 204,300 SH   SOLE   0 204,300 0
COMERICA INCORPORATED COM 200340107 9,287 127,850 SH   SOLE   0 127,850 0
CONSTELLATION BRANDS INC-A COM 21036P108 54,758 278,047 SH   SOLE   0 278,047 0
COOPER COS INC/THE COM 216648402 3,806 11,300 SH   SOLE   0 11,300 0
COPART INC COM 217204106 10,215 136,675 SH   SOLE   0 136,675 0
CORE LABORATORIES COM N22717107 2,530 48,395 SH   SOLE   0 48,395 0
CORNERSTONE ONDEMAND INC COM 21925Y103 87,447 1,509,541 SH   SOLE   0 1,509,541 0
CORTEVA INC COM 22052L104 2,524 85,366 SH   SOLE   0 85,366 0
COUSINS PROPERTIES INCORPORATED REIT 222795502 26,973 745,722 SH   SOLE   0 745,722 0
CRACKER BARREL OLD COM 22410J106 4,356 25,513 SH   SOLE   0 25,513 0
CREDICORP COM G2519Y108 12,827 56,033 SH   SOLE   0 56,033 0
CREE INC COM 225447101 33,734 600,468 SH   SOLE   0 600,468 0
CROWN CASTLE INTL CORP COM 22822V101 22,764 174,672 SH   SOLE   0 174,672 0
CSX CORP COM 126408103 6,638 85,800 SH   SOLE   0 85,800 0
CUMMINS INC COM 231021106 4,471 26,100 SH   SOLE   0 26,100 0
CYMABAY THERAPEUTICS INC COM 23257D103 14,762 2,061,772 SH   SOLE   0 2,061,772 0
D.R. HORTON, INC. COM 23331A109 21,538 499,375 SH   SOLE   0 499,375 0
DARDEN RESTAURANTS, INC. COM 237194105 22,587 185,550 SH   SOLE   0 185,550 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 3,591 88,725 SH   SOLE   0 88,725 0
DELTA AIR LINES INC COM 247361702 2,479 43,700 SH   SOLE   0 43,700 0
DENTSPLY SIRONA INC COM 24906P109 42,069 720,855 SH   SOLE   0 720,855 0
DESCARTES SYS GROUP INC COM 249906108 4,460 120,716 SH   SOLE   0 120,716 0
DEXCOM INC COM 252131107 42,213 281,726 SH   SOLE   0 281,726 0
DIAGEO PLC ADR 25243Q205 10,812 62,744 SH   SOLE   0 62,744 0
DIAMONDBACK ENERGY INC COM 25278X109 76,281 700,026 SH   SOLE   0 700,026 0
DOLLAR TREE INC COM 256746108 77,753 724,031 SH   SOLE   0 724,031 0
DOMINO'S PIZZA INC COM 25754A201 3,200 11,500 SH   SOLE   0 11,500 0
DXC TECHNOLOGY COMPANY COM 23355L106 21,987 398,675 SH   SOLE   0 398,675 0
DYCOM INDUSTRIES, INC. COM 267475101 10,632 180,609 SH   SOLE   0 180,609 0
DYNAVAX TECHNOLOGIES CORP COM 268158201 6,528 1,636,176 SH   SOLE   0 1,636,176 0
EAGLE MATERIALS INC. COM 26969P108 28,693 309,525 SH   SOLE   0 309,525 0
EAGLE PHARMACEUTICALS INC COM 269796108 3,307 59,396 SH   SOLE   0 59,396 0
EBAY INC. COM 278642103 29,913 757,300 SH   SOLE   0 757,300 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 89,296 483,359 SH   SOLE   0 483,359 0
ELASTIC NV COM N14506104 27,792 372,258 SH   SOLE   0 372,258 0
ELI LILLY & CO COM 532457108 2,348 21,200 SH   SOLE   0 21,200 0
ENBRIDGE INC COM 29250N105 8,048 223,047 SH   SOLE   0 223,047 0
ENCANA CORP COM 292505104 12,829 2,500,781 SH   SOLE   0 2,500,781 0
ENCOMPASS HEALTH CORP COM 29261A100 22,098 348,769 SH   SOLE   0 348,769 0
ENTEGRIS INC COM 29362U104 81,719 2,189,710 SH   SOLE   0 2,189,710 0
ENVESTNET INC COM 29404K106 5,880 86,003 SH   SOLE   0 86,003 0
EPLUS INC COM 294268107 3,555 51,562 SH   SOLE   0 51,562 0
EPR PROPERTIES REIT 26884U109 37,866 507,649 SH   SOLE   0 507,649 0
ETSY INC COM 29786A106 32,964 537,148 SH   SOLE   0 537,148 0
EVERBRIDGE INC COM 29978A104 28,137 314,669 SH   SOLE   0 314,669 0
EVERCORE INC COM 29977A105 29,996 338,675 SH   SOLE   0 338,675 0
EVEREST RE GROUP COM G3223R108 33,134 134,050 SH   SOLE   0 134,050 0
EVERGY INC COM 30034W106 17,590 292,443 SH   SOLE   0 292,443 0
EVERI HOLDINGS INC COM 30034T103 53,883 4,516,662 SH   SOLE   0 4,516,662 0
EVO PAYMENTS INC-CLASS A COM 26927E104 32,603 1,034,062 SH   SOLE   0 1,034,062 0
EVOLENT HEALTH INC - A COM 30050B101 12,986 1,633,453 SH   SOLE   0 1,633,453 0
EXACT SCIENCES CORP COM 30063P105 97,939 829,616 SH   SOLE   0 829,616 0
EXPEDIA GROUP INC COM 30212P303 12,831 96,450 SH   SOLE   0 96,450 0
FABRINET COM G3323L100 4,504 90,673 SH   SOLE   0 90,673 0
FACEBOOK INC COM 30303M102 14,899 77,200 SH   SOLE   0 77,200 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 21,043 1,409,475 SH   SOLE   0 1,409,475 0
FIRSTCASH INC COM 33767D105 56,694 566,835 SH   SOLE   0 566,835 0
FISERV INC COM 337738108 7,329 80,400 SH   SOLE   0 80,400 0
FLEETCOR TECHNOLOGIES INC COM 339041105 3,285 11,700 SH   SOLE   0 11,700 0
FLIR SYSTEMS INC COM 302445101 71,254 1,317,092 SH   SOLE   0 1,317,092 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 80,862 1,929,877 SH   SOLE   0 1,929,877 0
FOOT LOCKER INC COM 344849104 1,823 43,500 SH   SOLE   0 43,500 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 63,341 1,108,717 SH   SOLE   0 1,108,717 0
FOX FACTORY HOLDING CORP COM 35138V102 25,496 309,009 SH   SOLE   0 309,009 0
FRESHPET INC COM 358039105 24,958 548,408 SH   SOLE   0 548,408 0
GENESCO INC COM 371532102 21,825 516,090 SH   SOLE   0 516,090 0
GENOMIC HEALTH INC COM 37244C101 3,801 65,346 SH   SOLE   0 65,346 0
G-III APPAREL GP COM 36237H101 2,954 100,401 SH   SOLE   0 100,401 0
GLACIER BANCORP INC COM 37637Q105 47,678 1,175,802 SH   SOLE   0 1,175,802 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 16,171 307,452 SH   SOLE   0 307,452 0
GLOBAL PAYMENTS INC COM 37940X102 70,107 437,814 SH   SOLE   0 437,814 0
GRACO INC COM 384109104 47,537 947,349 SH   SOLE   0 947,349 0
GRAINGER W W INC COM 384802104 8,457 31,530 SH   SOLE   0 31,530 0
GREEN DOT CORP COM 39304D102 49,818 1,018,783 SH   SOLE   0 1,018,783 0
GREENSKY INC COM 39572G100 1,613 131,275 SH   SOLE   0 131,275 0
GUIDEWIRE SOFTWARE INC COM 40171V100 64,571 636,923 SH   SOLE   0 636,923 0
HAEMONETICS CORP/MASS COM 405024100 51,040 424,133 SH   SOLE   0 424,133 0
HARRIS CORP COM 413875105 73,546 388,870 SH   SOLE   0 388,870 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 17,326 553,200 SH   SOLE   0 553,200 0
HEALTHCARE SERVICE COM 421906108 3,389 111,789 SH   SOLE   0 111,789 0
HEALTHEQUITY INC COM 42226A107 25,639 392,041 SH   SOLE   0 392,041 0
HENKEL AG & CO. KGAA ADR 42550U208 11,011 449,597 SH   SOLE   0 449,597 0
HERON THERAPEUTICS INC COM 427746102 23,696 1,274,695 SH   SOLE   0 1,274,695 0
HEXCEL CORPORATION COM 428291108 164,334 2,031,843 SH   SOLE   0 2,031,843 0
HILLTOP HOLDINGS INC COM 432748101 2,886 135,674 SH   SOLE   0 135,674 0
HILTON GRAND VACATIONS INC COM 43283X105 11,817 371,375 SH   SOLE   0 371,375 0
HMS HOLDINGS CORP COM 40425J101 4,405 136,002 SH   SOLE   0 136,002 0
HOME DEPOT INC/THE COM 437076102 40,145 193,036 SH   SOLE   0 193,036 0
HONEYWELL INTERNATIONAL INC COM 438516106 32,075 183,720 SH   SOLE   0 183,720 0
HORIZON THERAPEUTICS PLC COM G46188101 43,449 1,805,886 SH   SOLE   0 1,805,886 0
HOST HOTELS & RESORTS INC REIT 44107P104 48,517 2,662,834 SH   SOLE   0 2,662,834 0
HUMANA INC. COM 444859102 14,364 54,143 SH   SOLE   0 54,143 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 13,271 59,050 SH   SOLE   0 59,050 0
HUNTSMAN CORP COM 447011107 35,630 1,743,164 SH   SOLE   0 1,743,164 0
IAC INTERACTIVECORP COM 44919P508 19,050 87,575 SH   SOLE   0 87,575 0
IAC/INTERACTIVECORP COM 44919P508 70,351 323,411 SH   SOLE   0 323,411 0
ICU MEDICAL INC COM 44930G107 8,183 32,485 SH   SOLE   0 32,485 0
IDEXX LABORATORIES INC COM 45168D104 73,679 267,606 SH   SOLE   0 267,606 0
IHS MARKIT LTD COM G47567105 79,859 1,253,275 SH   SOLE   0 1,253,275 0
II-VI INC COM 902104108 23,764 650,000 SH   SOLE   0 650,000 0
ILLUMINA INC COM 452327109 30,182 81,982 SH   SOLE   0 81,982 0
INCYTE CORP COM 45337C102 30,097 354,257 SH   SOLE   0 354,257 0
INGERSOLL-RAND PLC COM G47791101 5,244 41,400 SH   SOLE   0 41,400 0
INPHI CORP COM 45772F107 3,479 69,439 SH   SOLE   0 69,439 0
INSMED INC COM 457669307 26,785 1,046,301 SH   SOLE   0 1,046,301 0
INSPERITY INC COM 45778Q107 9,157 74,974 SH   SOLE   0 74,974 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 4,674 78,922 SH   SOLE   0 78,922 0
INSULET CORP COM 45784P101 31,714 265,663 SH   SOLE   0 265,663 0
INTEL CORP COM 458140100 2,446 51,100 SH   SOLE   0 51,100 0
INTUITIVE SURGICAL INC COM 46120E602 28,002 53,383 SH   SOLE   0 53,383 0
INTUITIVE SURGICAL INC COM 46120E602 3,881 7,400 SH   SOLE   0 7,400 0
IONIS PHARMACEUTICALS, INC. COM 462222100 3,567 55,500 SH   SOLE   0 55,500 0
IPG PHOTONICS CORP COM 44980X109 87,518 567,384 SH   SOLE   0 567,384 0
IQVIA HOLDINGS INC COM 46266C105 57,486 357,280 SH   SOLE   0 357,280 0
IROBOT CORP COM 462726100 3,755 40,979 SH   SOLE   0 40,979 0
J2 GLOBAL, INC. COM 48123V102 6,962 78,326 SH   SOLE   0 78,326 0
JACK HENRY & ASSOC COM 426281101 7,861 58,700 SH   SOLE   0 58,700 0
JAZZ PHARMACEUTICALS PLC COM G50871105 8,828 61,925 SH   SOLE   0 61,925 0
JETBLUE AIRWAYS CORPORATION COM 477143101 22,339 1,208,175 SH   SOLE   0 1,208,175 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 82,883 684,254 SH   SOLE   0 684,254 0
JOHNSON & JOHNSON COM 478160104 27,095 194,543 SH   SOLE   0 194,543 0
JPMORGAN CHASE & CO COM 46625H100 33,598 300,522 SH   SOLE   0 300,522 0
KENNAMETAL INC COM 489170100 32,957 890,978 SH   SOLE   0 890,978 0
KEURIG DR PEPPER INC COM 49271V100 3,048 105,500 SH   SOLE   0 105,500 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 116,527 1,297,484 SH   SOLE   0 1,297,484 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,700 41,200 SH   SOLE   0 41,200 0
KIRBY CORP COM 497266106 3,995 50,575 SH   SOLE   0 50,575 0
KIRKLAND LAKE GO COM 49741E100 43,960 1,024,225 SH   SOLE   0 1,024,225 0
KLA-TENCOR CORP COM 482480100 3,616 30,600 SH   SOLE   0 30,600 0
KOHL'S CORP COM 500255104 2,407 50,633 SH   SOLE   0 50,633 0
KURA ONCOLOGY INC COM 50127T109 29,578 1,502,217 SH   SOLE   0 1,502,217 0
LABORATORY CORP OF AMERICA HOL COM 50540R409 2,213 12,800 SH   SOLE   0 12,800 0
LAMAR ADVERTISING COMPANY REIT 512816109 12,748 157,948 SH   SOLE   0 157,948 0
LANDSTAR SYSTEM INC COM 515098101 63,063 583,979 SH   SOLE   0 583,979 0
LEAR CORPORATION COM 521865204 16,636 119,450 SH   SOLE   0 119,450 0
LENDINGTREE INC COM 52603B107 17,878 42,563 SH   SOLE   0 42,563 0
LGI HOMES INC COM 50187T106 4,533 63,455 SH   SOLE   0 63,455 0
LHC GROUP INC COM 50187A107 7,158 59,858 SH   SOLE   0 59,858 0
LIGAND PHARMACEUTICALS COM 53220K504 25,617 224,422 SH   SOLE   0 224,422 0
LINCOLN NATIONAL CORPORATION COM 534187109 13,302 206,400 SH   SOLE   0 206,400 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 3,477 193,705 SH   SOLE   0 193,705 0
LIONS GATE ENTERTAINMENT-A COM 535919401 33,485 2,733,519 SH   SOLE   0 2,733,519 0
LITTELFUSE INC COM 537008104 31,924 180,457 SH   SOLE   0 180,457 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 9,754 147,225 SH   SOLE   0 147,225 0
LOCKHEED MARTIN CORP COM 539830109 29,888 82,215 SH   SOLE   0 82,215 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 42,058 515,610 SH   SOLE   0 515,610 0
LULULEMON ATHLETICA INC COM 550021109 102,028 566,166 SH   SOLE   0 566,166 0
LUMENTUM HOLDINGS INC COM 55024U109 37,112 694,857 SH   SOLE   0 694,857 0
MADISON SQUARE GARDEN CO COM 55825T103 24,031 85,844 SH   SOLE   0 85,844 0
MARINEMAX INC COM 567908108 30,605 1,861,655 SH   SOLE   0 1,861,655 0
MARKETAXESS HOLDINGS INC COM 57060D108 96,438 300,040 SH   SOLE   0 300,040 0
MARSH & MCLENNAN COMPANIES, INC. COM 571748102 63,852 640,125 SH   SOLE   0 640,125 0
MARTIN MARIETTA MATERIALS COM 573284106 83,601 363,310 SH   SOLE   0 363,310 0
MARTIN MARIETTA MATERIALS INC COM 573284106 21,118 91,773 SH   SOLE   0 91,773 0
MASCO CORPORATION COM 574599106 13,812 351,975 SH   SOLE   0 351,975 0
MASIMO CORPORATION COM 574795100 23,688 159,175 SH   SOLE   0 159,175 0
MASTERCARD INC COM 57636Q104 17,387 65,730 SH   SOLE   0 65,730 0
MATCH GROUP, INC. COM 57665R106 12,411 184,500 SH   SOLE   0 184,500 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 62,456 1,044,067 SH   SOLE   0 1,044,067 0
MCDONALD'S CORP COM 580135101 27,298 131,456 SH   SOLE   0 131,456 0
MEDICAL PROPERTIES TRUST INC COM 58463J304 2,543 145,832 SH   SOLE   0 145,832 0
MEDPACE HOLDINGS INC. COM 58506Q109 4,156 63,525 SH   SOLE   0 63,525 0
MEDTRONIC PLC COM G5960L103 26,161 268,622 SH   SOLE   0 268,622 0
MERCK & CO. INC. COM 58933Y105 33,605 400,785 SH   SOLE   0 400,785 0
MERIT MEDICAL SYSTEMS INC COM 589889104 62,473 1,048,920 SH   SOLE   0 1,048,920 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 12,313 14,658 SH   SOLE   0 14,658 0
MICROCHIP TECHNOLOGY INC COM 595017104 61,880 713,721 SH   SOLE   0 713,721 0
MICRON TECHNOLOGY INC COM 595112103 2,438 63,200 SH   SOLE   0 63,200 0
MICROSOFT CORP COM 594918104 82,346 614,716 SH   SOLE   0 614,716 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 50,286 427,025 SH   SOLE   0 427,025 0
MOLINA HEALTHCARE, INC. COM 60855R100 20,445 142,833 SH   SOLE   0 142,833 0
MONRO INC COM 610236101 8,800 103,171 SH   SOLE   0 103,171 0
MONSTER BEVERAGE CORP COM 61174X109 71,881 1,126,140 SH   SOLE   0 1,126,140 0
MOODY'S CORP COM 615369105 62,042 317,665 SH   SOLE   0 317,665 0
MORNINGSTAR INC COM 617700109 34,657 239,609 SH   SOLE   0 239,609 0
MSCI INC COM 55354G100 71,094 297,729 SH   SOLE   0 297,729 0
NATIONAL VISION HOLDINGS INC COM 63845R107 37,129 1,208,221 SH   SOLE   0 1,208,221 0
NEOGENOMICS INC COM 64049M209 43,938 2,002,651 SH   SOLE   0 2,002,651 0
NESTLE SA/AG ADR 641069406 10,535 101,640 SH   SOLE   0 101,640 0
NETFLIX INC COM 64110L106 4,848 13,200 SH   SOLE   0 13,200 0
NEWMONT GOLDCORP CORPORATION COM 651639106 17,796 462,600 SH   SOLE   0 462,600 0
NMI HOLDINGS INC-CLASS A COM 629209305 31,831 1,121,198 SH   SOLE   0 1,121,198 0
NORFOLK SOUTHERN CORP COM 655844108 5,840 29,300 SH   SOLE   0 29,300 0
NOVARTIS AG-SPONSORED ADR COM 66987V109 17,057 186,807 SH   SOLE   0 186,807 0
NOVO NORDISK A/S ADR 670100205 11,503 225,367 SH   SOLE   0 225,367 0
NUVASIVE INC COM 670704105 21,754 371,614 SH   SOLE   0 371,614 0
OCCIDENTAL PETROLEUM CORP COM 674599105 13,622 270,922 SH   SOLE   0 270,922 0
ODONATE THERAPEUTICS INC COM 676079106 16,876 459,968 SH   SOLE   0 459,968 0
OLD DOMINION FREIGHT LINE COM 679580100 37,615 252,007 SH   SOLE   0 252,007 0
OLLIE'S BARGAIN OUTLET HOLDI COM 681116109 27,674 317,692 SH   SOLE   0 317,692 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 25,397 691,073 SH   SOLE   0 691,073 0
OMNICELL INC COM 68213N109 43,049 500,403 SH   SOLE   0 500,403 0
ON SEMICONDUCTOR CORP. COM 682189105 11,366 562,400 SH   SOLE   0 562,400 0
ONE GAS, INC. COM 68235P108 34,882 386,291 SH   SOLE   0 386,291 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 8,707 23,575 SH   SOLE   0 23,575 0
OSHKOSH CORP COM 688239201 2,229 26,700 SH   SOLE   0 26,700 0
OWENS CORNING COM 690742101 11,657 200,300 SH   SOLE   0 200,300 0
OWENS-ILLINOIS INC COM 690768403 1,937 112,200 SH   SOLE   0 112,200 0
PAGERDUTY INC COM 69553P100 13,032 277,000 SH   SOLE   0 277,000 0
PALO ALTO NETWORKS INC COM 697435105 8,813 43,250 SH   SOLE   0 43,250 0
PARSLEY ENERGY INC COM 701877102 10,993 578,273 SH   SOLE   0 578,273 0
PARSLEY ENERGY INC-CLASS A COM 701877102 37,150 1,954,217 SH   SOLE   0 1,954,217 0
PATTERSON UTI ENEG COM 703481101 13,681 1,188,625 SH   SOLE   0 1,188,625 0
PAYCHEX INC COM 704326107 10,862 132,000 SH   SOLE   0 132,000 0
PAYPAL HOLDINGS INC COM 70450Y103 6,867 60,000 SH   SOLE   0 60,000 0
PBF ENERGY INC COM 69318G106 15,239 486,875 SH   SOLE   0 486,875 0
PEGASYSTEMS INC COM 705573103 75,897 1,065,831 SH   SOLE   0 1,065,831 0
PENN NATIONAL GAMING INC COM 707569109 46,288 2,403,342 SH   SOLE   0 2,403,342 0
PENUMBRA INC COM 70975L107 31,628 197,677 SH   SOLE   0 197,677 0
PEPSICO INC COM 713448108 21,493 163,911 SH   SOLE   0 163,911 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 6,074 151,738 SH   SOLE   0 151,738 0
PERSPECTA INC COM 715347100 56,507 2,413,810 SH   SOLE   0 2,413,810 0
PETMED EXPRESS INC COM 716382106 1,241 79,164 SH   SOLE   0 79,164 0
PFIZER INC COM 717081103 16,231 374,669 SH   SOLE   0 374,669 0
PHILLIPS 66 COM 718546104 1,477 15,800 SH   SOLE   0 15,800 0
PIONEER NATURAL RESOURCES COMPANY COM 723787107 10,001 65,002 SH   SOLE   0 65,002 0
PJT PARTNERS INC - A COM 69343T107 31,509 777,634 SH   SOLE   0 777,634 0
PLANET FITNESS INC - CL A COM 72703H101 109,040 1,505,247 SH   SOLE   0 1,505,247 0
PLEXUS CORP COM 729132100 3,678 63,004 SH   SOLE   0 63,004 0
PNC FINANCIAL SERVICES GROUP COM 693475105 28,860 210,228 SH   SOLE   0 210,228 0
POOL CORP COM 73278L105 133,946 701,290 SH   SOLE   0 701,290 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 24,404 450,508 SH   SOLE   0 450,508 0
POWER INTEGRATIONS COM 739276103 4,561 56,883 SH   SOLE   0 56,883 0
PRA GROUP INC COM 69354N106 2,472 87,862 SH   SOLE   0 87,862 0
PRA HEALTH SCIENCES INC COM 69354M108 53,607 540,676 SH   SOLE   0 540,676 0
PROCTER & GAMBLE CO/THE COM 742718109 28,427 259,248 SH   SOLE   0 259,248 0
PROGENICS PHARMACEUTICALS COM 743187106 24,359 3,948,024 SH   SOLE   0 3,948,024 0
PROGRESSIVE CORP/THE COM 743315103 36,531 457,051 SH   SOLE   0 457,051 0
PROLOGIS INC COM 74340W103 19,108 238,556 SH   SOLE   0 238,556 0
PROOFPOINT INC COM 743424103 31,311 260,387 SH   SOLE   0 260,387 0
PROOFPOINT, INC. COM 743424103 21,923 182,309 SH   SOLE   0 182,309 0
PROTO LABS INC COM 743713109 7,128 61,434 SH   SOLE   0 61,434 0
PRUDENTIAL PLC ADR 74435K204 11,579 264,237 SH   SOLE   0 264,237 0
PTC INC COM 69370C100 64,802 721,951 SH   SOLE   0 721,951 0
PULTE GROUP INC COM 745867101 19,329 611,300 SH   SOLE   0 611,300 0
PVH CORP COM 693656100 3,558 37,600 SH   SOLE   0 37,600 0
Q2 HOLDINGS INC COM 74736L109 13,363 175,000 SH   SOLE   0 175,000 0
QTS REALTY TRUST INC REIT 74736A103 2,709 58,668 SH   SOLE   0 58,668 0
QUAKER CHEMICAL CORP COM 747316107 138,656 683,441 SH   SOLE   0 683,441 0
QUALYS INC COM 74758T303 4,241 48,700 SH   SOLE   0 48,700 0
QUIDEL CORP COM 74838J101 23,597 397,803 SH   SOLE   0 397,803 0
QURATE RETAIL INC COM 74915M100 38,470 3,104,999 SH   SOLE   0 3,104,999 0
RA PHARMACEUTICALS INC COM 74933V108 17,023 566,120 SH   SOLE   0 566,120 0
RADIANT LOGISTICS COM 75025X100 2,044 332,875 SH   SOLE   0 332,875 0
RALPH LAUREN CORPORATION COM 751212101 5,305 46,700 SH   SOLE   0 46,700 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 36,693 1,037,700 SH   SOLE   0 1,037,700 0
REALPAGE INC COM 75606N109 88,745 1,508,001 SH   SOLE   0 1,508,001 0
REALTY INCOME CORP COM 756109104 2,110 30,600 SH   SOLE   0 30,600 0
REPLIGEN CORP COM 759916109 29,287 340,745 SH   SOLE   0 340,745 0
REVOLVE GROUP INC COM 76156B107 27,521 797,719 SH   SOLE   0 797,719 0
RINGCENTRAL INC-CLASS A COM 76680R206 46,194 401,967 SH   SOLE   0 401,967 0
RITCHIE BROS AUCTIONEERS COM 767744105 87,065 2,620,888 SH   SOLE   0 2,620,888 0
ROBERT HALF INTL COM 770323103 7,531 132,100 SH   SOLE   0 132,100 0
ROSS STORES INC COM 778296103 28,376 286,275 SH   SOLE   0 286,275 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 51,955 428,636 SH   SOLE   0 428,636 0
ROYAL DUTCH SHELL PLC ADR 780259107 10,860 165,190 SH   SOLE   0 165,190 0
RYANAIR HOLDINGS PLC ADR 783513203 12,582 196,172 SH   SOLE   0 196,172 0
SAGE THERAPEUTICS INC COM 78667J108 73,353 400,648 SH   SOLE   0 400,648 0
SAILPOINT TECHNOLOGIES HOLDI COM 78781P105 27,530 1,373,769 SH   SOLE   0 1,373,769 0
SALESFORCE.COM INC COM 79466L302 8,187 53,900 SH   SOLE   0 53,900 0
SAP SE ADR 803054204 9,141 66,819 SH   SOLE   0 66,819 0
SAREPTA THERAPEUTICS INC COM 803607100 80,635 530,675 SH   SOLE   0 530,675 0
SBA COMMUNICATIONS CORP COM 78410G104 135,832 604,128 SH   SOLE   0 604,128 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 12,370 142,908 SH   SOLE   0 142,908 0
SCIPLAY CORP-CLASS A COM 809087109 11,518 840,132 SH   SOLE   0 840,132 0
SEMPRA ENERGY COM 816851109 19,381 141,017 SH   SOLE   0 141,017 0
SEMTECH CORPORATION COM 816850101 7,169 149,196 SH   SOLE   0 149,196 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 45,528 619,608 SH   SOLE   0 619,608 0
SERITAGE GROWTH PROP- A REIT COM 81752R100 50,239 1,169,447 SH   SOLE   0 1,169,447 0
SERVICEMASTER GLOBAL HOLDING COM 81761R109 45,456 872,648 SH   SOLE   0 872,648 0
SERVICENOW INC COM 81762P102 134,344 489,291 SH   SOLE   0 489,291 0
SHOPIFY INC - CLASS A COM 82509L107 53,782 179,185 SH   SOLE   0 179,185 0
SILICON LABORATORIES INC COM 826919102 37,995 367,464 SH   SOLE   0 367,464 0
SIMON PROPERTY GROUP INC COM 828806109 6,174 38,649 SH   SOLE   0 38,649 0
SINCLAIR BROADCAST GROUP -A COM 829226109 23,198 432,563 SH   SOLE   0 432,563 0
SIRIUS XM HOLDINGS INC COM 82968B103 62,615 11,221,505 SH   SOLE   0 11,221,505 0
SMITH (A.O.) CORP COM 831865209 48,288 1,023,920 SH   SOLE   0 1,023,920 0
SOUTHWEST AIRLINES CO. COM 844741108 6,792 133,750 SH   SOLE   0 133,750 0
SPIRIT AIRLINES COM 848577102 29,460 617,225 SH   SOLE   0 617,225 0
SPLUNK INC COM 848637104 141,203 1,125,282 SH   SOLE   0 1,125,282 0
SPRINT CORPORATION COM 85207U105 11,854 1,804,199 SH   SOLE   0 1,804,199 0
SQUARE INC - A COM 852234103 41,472 571,786 SH   SOLE   0 571,786 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 3,151 54,700 SH   SOLE   0 54,700 0
STEVEN MADDEN LTD COM 556269108 54,698 1,611,131 SH   SOLE   0 1,611,131 0
STIFEL FINANCIAL CORP COM 860630102 36,171 612,446 SH   SOLE   0 612,446 0
STONERIDGE INC. COM 86183P102 4,219 133,733 SH   SOLE   0 133,733 0
SUMMIT MATERIALS INC -CL A COM 86614U100 41,965 2,180,026 SH   SOLE   0 2,180,026 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 14,103 426,210 SH   SOLE   0 426,210 0
SYNOPSYS INC COM 871607107 86,285 670,485 SH   SOLE   0 670,485 0
SYNOVUS FINANCIAL CORP. COM 87161C501 5,984 170,975 SH   SOLE   0 170,975 0
SYSCO CORP COM 871829107 19,059 269,493 SH   SOLE   0 269,493 0
SYSTEMAX INC COM 871851101 3,554 160,375 SH   SOLE   0 160,375 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 38,000 334,711 SH   SOLE   0 334,711 0
TANDEM DIABETES CARE INC COM 875372203 45,746 709,019 SH   SOLE   0 709,019 0
TAPESTRY INC COM 876030107 1,938 61,075 SH   SOLE   0 61,075 0
TARGET CORP COM 87612E106 4,910 56,700 SH   SOLE   0 56,700 0
TELADOC HEALTH INC COM 87918A105 48,447 729,515 SH   SOLE   0 729,515 0
TELEDYNE TECHNOLOGIES INC COM 879360105 8,665 31,639 SH   SOLE   0 31,639 0
TELEFLEX INCORPORATED COM 879369106 15,961 48,200 SH   SOLE   0 48,200 0
TERADYNE INC COM 880770102 4,287 89,500 SH   SOLE   0 89,500 0
TEXTRON INC. COM 883203101 14,154 266,859 SH   SOLE   0 266,859 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 13,375 104,250 SH   SOLE   0 104,250 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 8,542 153,300 SH   SOLE   0 153,300 0
THE TIMKEN COMPANY COM 887389104 21,600 420,725 SH   SOLE   0 420,725 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,781 29,900 SH   SOLE   0 29,900 0
THERMON GROUP HOLDINGS INC COM 88362T103 41,458 1,616,313 SH   SOLE   0 1,616,313 0
THOR INDUSTRIES COM 885160101 18,804 321,711 SH   SOLE   0 321,711 0
TOTAL SA-SPON ADR COM 89151E109 20,219 362,424 SH   SOLE   0 362,424 0
TPI COMPOSITES INC COM 87266J104 3,567 144,312 SH   SOLE   0 144,312 0
TRACTOR SUPPLY CO COM 892356106 16,059 147,600 SH   SOLE   0 147,600 0
TRANSUNION COM 89400J107 91,524 1,245,049 SH   SOLE   0 1,245,049 0
TREX COMPANY INC COM 89531P105 90,478 1,261,900 SH   SOLE   0 1,261,900 0
TWITTER INC COM 90184L102 89,248 2,557,256 SH   SOLE   0 2,557,256 0
TYLER TECHNOLOGIES INC COM 902252105 73,526 340,370 SH   SOLE   0 340,370 0
TYSON FOODS, INC. COM 902494103 19,977 247,432 SH   SOLE   0 247,432 0
ULTA BEAUTY INC COM 90384S303 20,970 60,450 SH   SOLE   0 60,450 0
UMPQUA HOLDINGS CO COM 904214103 10,563 636,725 SH   SOLE   0 636,725 0
UNION PACIFIC CORP COM 907818108 26,899 159,063 SH   SOLE   0 159,063 0
UNITED CONTINENTAL HOLDINGS IN COM 910047109 6,584 75,200 SH   SOLE   0 75,200 0
UNITED RENTALS, INC. COM 911363109 88,743 669,106 SH   SOLE   0 669,106 0
UNITEDHEALTH GROUP INC COM 91324P102 16,568 67,900 SH   SOLE   0 67,900 0
UNIVERSAL DISPLAY COM 91347P105 9,600 51,050 SH   SOLE   0 51,050 0
UNIVERSAL ELECTRONICS INC COM 913483103 61,640 1,502,697 SH   SOLE   0 1,502,697 0
US PHYSICAL THERAP COM 90337L108 7,765 63,351 SH   SOLE   0 63,351 0
VAIL RESORTS INC COM 91879Q109 55,871 250,342 SH   SOLE   0 250,342 0
VALERO ENERGY CORPORATION COM 91913Y100 35,761 417,717 SH   SOLE   0 417,717 0
VAREX IMAGING CORPORATION COM 92214X106 2,805 91,529 SH   SOLE   0 91,529 0
VEEVA SYSTEMS INC-CLASS A COM 922475108 46,029 283,942 SH   SOLE   0 283,942 0
VERINT SYSTEMS INC COM 92343X100 3,356 62,400 SH   SOLE   0 62,400 0
VIPER ENERGY PARTNERS LP COM 92763M105 58,970 1,913,390 SH   SOLE   0 1,913,390 0
VIRTUSA CORP COM 92827P102 3,682 82,863 SH   SOLE   0 82,863 0
VISA INC COM 92826C839 20,409 117,600 SH   SOLE   0 117,600 0
VISTEON CORP COM 92839U206 14,810 252,820 SH   SOLE   0 252,820 0
VOYA FINANCIAL INC COM 929089100 47,340 856,062 SH   SOLE   0 856,062 0
VULCAN MATERIALS COMPANY COM 929160109 22,169 161,450 SH   SOLE   0 161,450 0
W.R. BERKLEY CORPORATION COM 084423102 29,851 452,775 SH   SOLE   0 452,775 0
WABTEC CORP COM 929740108 35,336 492,420 SH   SOLE   0 492,420 0
WAGEWORKS INC COM 930427109 30,211 594,813 SH   SOLE   0 594,813 0
WAL-MART DE MEXICO ADR 93114W107 10,400 381,384 SH   SOLE   0 381,384 0
WALMART INC COM 931142103 6,972 63,100 SH   SOLE   0 63,100 0
WALT DISNEY CO/THE COM 254687106 7,164 51,300 SH   SOLE   0 51,300 0
WASTE CONNECTIONS INC COM 94106B101 143,810 1,504,606 SH   SOLE   0 1,504,606 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 96,855 1,161,750 SH   SOLE   0 1,161,750 0
WELLCARE HEALTH PLANS INC COM 94946T106 49,317 172,998 SH   SOLE   0 172,998 0
WELLS FARGO & CO COM 949746101 19,789 418,391 SH   SOLE   0 418,391 0
WELLTOWER INC COM 95040Q104 2,739 33,600 SH   SOLE   0 33,600 0
WEST PHARMACEUTICAL SERVICES COM 955306105 29,473 235,498 SH   SOLE   0 235,498 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 20,364 293,175 SH   SOLE   0 293,175 0
WEX INC COM 96208T104 35,952 172,761 SH   SOLE   0 172,761 0
WHITE MOUNTNS INSU COM G9618E107 17,007 16,650 SH   SOLE   0 16,650 0
WINGSTOP INC COM 974155103 59,593 628,954 SH   SOLE   0 628,954 0
WOODWARD INC COM 980745103 88,025 777,879 SH   SOLE   0 777,879 0
WORKDAY INC COM 98138H101 24,400 118,695 SH   SOLE   0 118,695 0
WORLDPAY INC-CLASS A COM 981558109 69,238 564,976 SH   SOLE   0 564,976 0
WPX ENERGY INC COM 98212B103 2,974 258,375 SH   SOLE   0 258,375 0
WRIGHT MEDICAL GROUP NV COM N96617118 31,203 1,046,373 SH   SOLE   0 1,046,373 0
WW GRAINGER INC COM 384802104 50,933 189,887 SH   SOLE   0 189,887 0
WYNDHAM DESTINATIONS INC COM 98310W108 2,221 50,600 SH   SOLE   0 50,600 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,378 42,659 SH   SOLE   0 42,659 0
XCEL ENERGY INC COM 98389B100 80,252 1,349,000 SH   SOLE   0 1,349,000 0
XILINX INC COM 983919101 29,918 253,715 SH   SOLE   0 253,715 0
XYLEM, INC. COM 98419M100 27,363 327,154 SH   SOLE   0 327,154 0
YETI HOLDINGS INC COM 98585X104 28,383 980,403 SH   SOLE   0 980,403 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 22,311 106,500 SH   SOLE   0 106,500 0
ZILLOW GROUP INC - C COM 98954M200 59,624 1,285,280 SH   SOLE   0 1,285,280 0
ZOETIS INC COM 98978V103 75,622 666,329 SH   SOLE   0 666,329 0
ZOGENIX INC COM 98978L204 33,137 693,531 SH   SOLE   0 693,531 0