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 LABORATORIES COM 002824100 16,968,709 195,357 SH   SOLE   0 195,357 0
ABBVIE INC COM 00287Y109 7,331,112 82,800 SH   SOLE   0 82,800 0
ACADIA PHARMACEUTICALS INC COM 004225108 30,604,042 715,382 SH   SOLE   0 715,382 0
ACCELERON PHARMA INC COM 00434H108 34,868,073 657,640 SH   SOLE   0 657,640 0
ACUITY BRANDS, INC. COM 00508Y102 3,505,000 25,400 SH   SOLE   0 25,400 0
ADOBE INC COM 00724F101 8,805,927 26,700 SH   SOLE   0 26,700 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,978,976 18,600 SH   SOLE   0 18,600 0
ADVANCED MICRO DEVICES COM 007903107 150,574,641 3,283,365 SH   SOLE   0 3,283,365 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 85,306,224 1,868,284 SH   SOLE   0 1,868,284 0
AFLAC INCORPORATED COM 001055102 11,636,000 219,961 SH   SOLE   0 219,961 0
AGCO CORPORATION COM 001084102 10,962,000 141,900 SH   SOLE   0 141,900 0
AGNC INVESTMENT CORP REIT 00123Q104 63,221,000 3,575,850 SH   SOLE   0 3,575,850 0
AGNICO EAGLE MINES LTD COM 008474108 10,474,000 170,000 SH   SOLE   0 170,000 0
AGREE REALTY CORP REIT 008492100 5,187,000 73,925 SH   SOLE   0 73,925 0
ALASKA AIR GROUP, INC. COM 011659109 13,951,000 205,925 SH   SOLE   0 205,925 0
ALBANY INTERNATIONAL CORP. COM 012348108 5,091,000 67,055 SH   SOLE   0 67,055 0
ALBEMARLE CORP COM 012653101 36,951,155 505,903 SH   SOLE   0 505,903 0
ALIGN TECHNOLOGY I COM 016255101 71,709,069 256,986 SH   SOLE   0 256,986 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 11,803,000 487,512 SH   SOLE   0 487,512 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 6,811,000 140,950 SH   SOLE   0 140,950 0
ALLY FINANCIAL INC. COM 02005N100 42,365,000 1,386,300 SH   SOLE   0 1,386,300 0
ALPHABET INC-CL A COM 02079K305 16,225,370 12,114 SH   SOLE   0 12,114 0
ALPHABET INC-CL C COM 02079K107 16,193,986 12,112 SH   SOLE   0 12,112 0
AMAZON.COM INC COM 023135106 26,793,680 14,500 SH   SOLE   0 14,500 0
AMBARELLA INC COM G037AX101 4,140,000 68,370 SH   SOLE   0 68,370 0
AMEDISYS INC COM 023436108 31,965,514 191,502 SH   SOLE   0 191,502 0
AMERCO COM 023586100 19,007,000 50,575 SH   SOLE   0 50,575 0
AMERICAN EAGLE OUTFITTER COM 02553E106 20,312,000 1,381,750 SH   SOLE   0 1,381,750 0
AMERICAN TOWER CORP COM 03027X100 8,181,592 35,600 SH   SOLE   0 35,600 0
AMERICOLD REALTY T REIT 03064D108 26,514,000 756,250 SH   SOLE   0 756,250 0
AMGEN INC COM 031162100 9,449,944 39,200 SH   SOLE   0 39,200 0
AMICUS THERAPEUTICS INC COM 03152W109 18,109,777 1,859,320 SH   SOLE   0 1,859,320 0
AMN HEALTHCARE SERVICES INC COM 001744101 36,204,108 581,038 SH   SOLE   0 581,038 0
AMPHENOL CORP-CL A COM 032095101 66,962,009 618,701 SH   SOLE   0 618,701 0
ANALOG DEVICES INC. COM 032654105 21,284,000 179,100 SH   SOLE   0 179,100 0
APPLE INC COM 037833100 45,535,131 155,066 SH   SOLE   0 155,066 0
APPLIED INDL TECHS COM 03820C105 3,381,000 50,700 SH   SOLE   0 50,700 0
APTIV PLC COM G6095L109 49,547,938 521,722 SH   SOLE   0 521,722 0
ARCH CAPITAL GROUP LTD. COM G0450A105 25,219,000 588,000 SH   SOLE   0 588,000 0
ARENA PHARMACEUTICALS INC COM 040047607 30,230,780 665,583 SH   SOLE   0 665,583 0
ARISTA NETWORKS INC COM 040413106 14,726,000 72,400 SH   SOLE   0 72,400 0
ARQULE INC COM 04269E107 8,346,514 418,162 SH   SOLE   0 418,162 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 32,574,667 513,553 SH   SOLE   0 513,553 0
ASTRONICS CORP COM 046433108 3,859,000 138,062 SH   SOLE   0 138,062 0
ATARA BIOTHERAPEUTICS INC COM 046513107 20,097,369 1,220,241 SH   SOLE   0 1,220,241 0
ATMOS ENERGY CORPORATION COM 049560105 25,627,000 229,099 SH   SOLE   0 229,099 0
AUTODESK INC COM 052769106 46,369,332 252,749 SH   SOLE   0 252,749 0
AUTOMATIC DATA PROCESSING COM 053015103 24,960,177 146,394 SH   SOLE   0 146,394 0
AUTOZONE INC COM 053332102 75,513,566 63,387 SH   SOLE   0 63,387 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 14,506,000 69,175 SH   SOLE   0 69,175 0
AXOS FINANCIAL INC COM 05465C100 3,676,000 121,394 SH   SOLE   0 121,394 0
BAKER HUGHES COMPANY COM 05722G100 84,323,188 3,290,026 SH   SOLE   0 3,290,026 0
BALCHEM CORP COM 057665200 5,514,000 54,258 SH   SOLE   0 54,258 0
BALL CORP COM 058498106 45,275,855 700,106 SH   SOLE   0 700,106 0
BANCOLOMBIA S.A. ADR 05968L102 12,190,000 222,490 SH   SOLE   0 222,490 0
BEST BUY INC COM 086516101 15,966,000 181,850 SH   SOLE   0 181,850 0
BHP GROUP LTD ADR 088606108 11,681,000 213,505 SH   SOLE   0 213,505 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 28,407,717 521,817 SH   SOLE   0 521,817 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 23,342,000 276,075 SH   SOLE   0 276,075 0
BIOTELEMETRY INC COM 090672106 22,057,743 476,407 SH   SOLE   0 476,407 0
BLUCORA, INC. COM 095229100 3,370,000 128,925 SH   SOLE   0 128,925 0
BLUEPRINT MEDICINES CORP COM 09627Y109 45,355,558 566,166 SH   SOLE   0 566,166 0
BOEING CO/THE COM 097023105 4,039,424 12,400 SH   SOLE   0 12,400 0
BOOZ ALLEN HAMILTON HOLDING CO COM 099502106 2,610,471 36,700 SH   SOLE   0 36,700 0
BOSTON BEER COMPANY INC-A COM 100557107 9,291,709 24,591 SH   SOLE   0 24,591 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 55,937,938 372,200 SH   SOLE   0 372,200 0
BRINK'S CO/THE COM 109696104 44,886,963 495,004 SH   SOLE   0 495,004 0
BRISTOL-MYERS SQUIBB CO COM 110122108 4,814,250 75,000 SH   SOLE   0 75,000 0
BROADCOM INC COM 11135F101 4,835,106 15,300 SH   SOLE   0 15,300 0
BROWN & BROWN INC COM 115236101 25,661,000 649,975 SH   SOLE   0 649,975 0
BRUKER CORPORATION COM 116794108 7,836,000 153,742 SH   SOLE   0 153,742 0
BUILDERS FIRSTSOURCE INC COM 12008R107 41,898,269 1,648,889 SH   SOLE   0 1,648,889 0
BURLINGTON STORES INC. COM 122017106 144,866,531 635,297 SH   SOLE   0 635,297 0
BWX TECHNOLOGIES INC COM 05605H100 14,489,000 233,400 SH   SOLE   0 233,400 0
CABOT OIL & GAS CO COM 127097103 41,733,304 556,127 SH   SOLE   0 556,127 0
CAESARS ENTERTAINMENT CORP COM 127686103 88,711,726 6,522,921 SH   SOLE   0 6,522,921 0
CAMDEN PROPERTY TRUST COM 133131102 11,489,357 108,288 SH   SOLE   0 108,288 0
CANADA GOOSE HOLDINGS INC COM 135086106 33,106,581 913,537 SH   SOLE   0 913,537 0
CANTEL MEDCORP COM 138098108 2,101,000 29,640 SH   SOLE   0 29,640 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 4,198,728 40,800 SH   SOLE   0 40,800 0
CARETRUST REIT INC REIT 14174T107 2,882,000 139,699 SH   SOLE   0 139,699 0
CARLISLE COMPANIES INCORPORATED COM 142339100 7,441,000 45,975 SH   SOLE   0 45,975 0
CARNIVAL CORP COM 143658300 19,876,563 391,040 SH   SOLE   0 391,040 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,769,000 35,534 SH   SOLE   0 35,534 0
CASEYS GEN STORES COM 147528103 84,402,170 530,865 SH   SOLE   0 530,865 0
CBRE GROUP INC COM 12504L109 6,152,597 100,385 SH   SOLE   0 100,385 0
CENTENE CORPORATION COM 15135B101 163,660,523 1,414,777 SH   SOLE   0 1,414,777 0
CERNER CORP COM 156782104 43,299,586 589,993 SH   SOLE   0 589,993 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 12,887,000 269,949 SH   SOLE   0 269,949 0
CHART INDUSTRIES INC COM 16115Q308 79,569,484 1,178,978 SH   SOLE   0 1,178,978 0
CHEESECAKE FACTORY COM 163072101 2,847,000 73,264 SH   SOLE   0 73,264 0
CHEGG INC COM 163092109 27,735,752 731,621 SH   SOLE   0 731,621 0
CHEMED CORP COM 16359R103 44,236,996 100,708 SH   SOLE   0 100,708 0
CHEVRON CORP COM 166764100 29,975,175 248,736 SH   SOLE   0 248,736 0
CHIPOTLE MEXICAN G COM 169656105 81,401,436 97,241 SH   SOLE   0 97,241 0
CHUBB LTD COM H1467J104 16,154,395 103,780 SH   SOLE   0 103,780 0
CINEMARK HOLDINGS INC COM 17243V102 23,198,556 685,334 SH   SOLE   0 685,334 0
CISCO SYSTEMS INC COM 17275R102 32,766,272 683,200 SH   SOLE   0 683,200 0
CMS ENERGY CORPORATION COM 125896100 29,818,000 474,500 SH   SOLE   0 474,500 0
CNO FINANCIAL GROUP, INC. COM 12621E103 2,882,000 158,982 SH   SOLE   0 158,982 0
COCA-COLA CO/THE COM 191216100 30,949,173 559,154 SH   SOLE   0 559,154 0
COGNEX CORP COM 192422103 156,520,896 2,793,021 SH   SOLE   0 2,793,021 0
COHEN & STEERS INC COM 19247A100 7,086,000 112,909 SH   SOLE   0 112,909 0
COHERENT INC COM 192479103 116,866,364 702,533 SH   SOLE   0 702,533 0
COMCAST CORP COM 20030N101 24,427,793 543,202 SH   SOLE   0 543,202 0
CONMED CORP COM 207410101 17,504,974 156,532 SH   SOLE   0 156,532 0
CONSTELLATION BRANDS INC-A COM 21036P108 52,759,418 278,047 SH   SOLE   0 278,047 0
COOPER COS INC/THE COM 216648402 2,210,475 6,880 SH   SOLE   0 6,880 0
COPART INC COM 217204106 20,850,360 229,275 SH   SOLE   0 229,275 0
CORE LABORATORIES COM N22717107 1,752,000 46,520 SH   SOLE   0 46,520 0
CORNERSTONE ONDEMAND INC COM 21925Y103 88,383,626 1,509,541 SH   SOLE   0 1,509,541 0
CORTEVA INC COM 22052L104 49,311,608 1,668,187 SH   SOLE   0 1,668,187 0
COSTAR GROUP INC COM 22160N109 19,953,000 33,350 SH   SOLE   0 33,350 0
COUSINS PROPERTIES INCORPORATED REIT 222795502 29,255,000 710,072 SH   SOLE   0 710,072 0
CRACKER BARREL OLD COM 22410J106 3,784,000 24,613 SH   SOLE   0 24,613 0
CREDICORP COM G2519Y108 11,269,000 52,876 SH   SOLE   0 52,876 0
CROWN CASTLE INTL CORP COM 22822V101 24,353,422 171,322 SH   SOLE   0 171,322 0
CUMMINS INC COM 231021106 2,326,480 13,000 SH   SOLE   0 13,000 0
DARDEN RESTAURANTS, INC. COM 237194105 18,665,000 171,225 SH   SOLE   0 171,225 0
DARLING INGREDIENTS, INC COM 237266101 5,900,000 210,100 SH   SOLE   0 210,100 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 3,419,000 85,125 SH   SOLE   0 85,125 0
DECKERS OUTDOOR CORP COM 243537107 10,850,437 64,257 SH   SOLE   0 64,257 0
DELTA AIR LINES INC COM 247361702 2,304,112 39,400 SH   SOLE   0 39,400 0
DENTSPLY SIRONA INC COM 24906P109 40,793,184 720,855 SH   SOLE   0 720,855 0
DESCARTES SYS GROUP INC COM 249906108 4,935,000 115,516 SH   SOLE   0 115,516 0
DEXCOM INC COM 252131107 61,624,745 281,726 SH   SOLE   0 281,726 0
DIAGEO PLC ADR 25243Q205 9,821,000 58,315 SH   SOLE   0 58,315 0
DIAMONDBACK ENERGY INC COM 25278X109 51,737,042 557,151 SH   SOLE   0 557,151 0
DICERNA PHARMACEUTICALS INC COM 253031108 24,681,509 1,120,359 SH   SOLE   0 1,120,359 0
DISCOVERY INC COM 25470F104 2,583,448 78,908 SH   SOLE   0 78,908 0
DOCUSIGN INC COM 256163106 28,106,000 379,250 SH   SOLE   0 379,250 0
DOLLAR GENERAL CORPORATION COM 256677105 57,533,000 368,850 SH   SOLE   0 368,850 0
DOLLAR TREE INC COM 256746108 83,893,352 892,008 SH   SOLE   0 892,008 0
DXC TECHNOLOGY COMPANY COM 23355L106 15,003,000 399,125 SH   SOLE   0 399,125 0
DYCOM INDUSTRIES, INC. COM 267475101 3,462,000 73,434 SH   SOLE   0 73,434 0
EAGLE MATERIALS INC. COM 26969P108 19,224,000 212,050 SH   SOLE   0 212,050 0
EAGLE PHARMACEUTICALS INC COM 269796108 3,424,000 56,996 SH   SOLE   0 56,996 0
EASTGROUP PROPERTIES INC COM 277276101 20,619,041 155,416 SH   SOLE   0 155,416 0
EBAY INC. COM 278642103 15,654,000 433,500 SH   SOLE   0 433,500 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 19,771,000 84,750 SH   SOLE   0 84,750 0
EHEALTH INC COM 28238P109 35,632,901 370,867 SH   SOLE   0 370,867 0
ELASTIC NV COM N14506104 44,540,096 692,692 SH   SOLE   0 692,692 0
ELDORADO RESORTS INC COM 28470R102 11,865,617 198,954 SH   SOLE   0 198,954 0
ELI LILLY & CO COM 532457108 21,310,585 162,144 SH   SOLE   0 162,144 0
ENBRIDGE INC COM 29250N105 8,539,000 214,706 SH   SOLE   0 214,706 0
ENTEGRIS INC COM 29362U104 105,289,993 2,102,013 SH   SOLE   0 2,102,013 0
ENVESTNET INC COM 29404K106 5,752,000 82,603 SH   SOLE   0 82,603 0
EPLUS INC COM 294268107 4,178,000 49,562 SH   SOLE   0 49,562 0
EPR PROPERTIES REIT 26884U109 27,159,000 384,474 SH   SOLE   0 384,474 0
EURONET WORLDWIDE, INC. COM 298736109 23,618,740 149,900 SH   SOLE   0 149,900 0
EVERBRIDGE INC COM 29978A104 24,569,356 314,669 SH   SOLE   0 314,669 0
EVERCORE INC COM 29977A105 22,845,000 305,575 SH   SOLE   0 305,575 0
EVEREST RE GROUP COM G3223R108 7,931,000 28,650 SH   SOLE   0 28,650 0
EVERGY INC COM 30034W106 18,670,090 286,835 SH   SOLE   0 286,835 0
EVERI HOLDINGS INC COM 30034T103 63,344,771 4,716,662 SH   SOLE   0 4,716,662 0
EVO PAYMENTS INC-CLASS A COM 26927E104 29,704,304 1,124,737 SH   SOLE   0 1,124,737 0
EVOLENT HEALTH INC - A COM 30050B101 25,349,638 2,801,065 SH   SOLE   0 2,801,065 0
EXACT SCIENCES CORP COM 30063P105 72,903,741 788,319 SH   SOLE   0 788,319 0
EXPEDIA GROUP INC COM 30212P303 28,556,000 264,067 SH   SOLE   0 264,067 0
FABRINET COM G3323L100 5,646,000 87,073 SH   SOLE   0 87,073 0
FACEBOOK INC COM 30303M102 14,593,275 71,100 SH   SOLE   0 71,100 0
FIDELITY NATIONAL INFO SERV COM 31620M106 84,181,301 605,229 SH   SOLE   0 605,229 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 13,578,000 819,925 SH   SOLE   0 819,925 0
FIRSTCASH INC COM 33767D105 35,612,175 441,674 SH   SOLE   0 441,674 0
FISERV INC COM 337738108 8,394,738 72,600 SH   SOLE   0 72,600 0
FLEETCOR TECHNOLO COM 339041105 88,101,850 306,207 SH   SOLE   0 306,207 0
FLIR SYSTEMS INC COM 302445101 68,580,980 1,317,092 SH   SOLE   0 1,317,092 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 49,625,483 976,685 SH   SOLE   0 976,685 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 72,443,569 1,108,717 SH   SOLE   0 1,108,717 0
FORWARD AIR CORPN COM 349853101 4,148,000 59,300 SH   SOLE   0 59,300 0
FOX FACTORY HOLDING CORP COM 35138V102 18,511,394 266,083 SH   SOLE   0 266,083 0
FRESHPET INC COM 358039105 30,093,060 509,275 SH   SOLE   0 509,275 0
FTI CONSULTING, INC. COM 302941109 25,845,000 233,550 SH   SOLE   0 233,550 0
GARMIN LTD COM H2906T109 5,878,000 60,250 SH   SOLE   0 60,250 0
GENERAC HLDGS COM 368736104 26,063,000 259,100 SH   SOLE   0 259,100 0
GENESCO INC COM 371532102 18,402,574 384,027 SH   SOLE   0 384,027 0
G-III APPAREL GP COM 36237H101 3,229,000 96,401 SH   SOLE   0 96,401 0
GLACIER BANCORP INC COM 37637Q105 50,396,394 1,095,812 SH   SOLE   0 1,095,812 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 24,439,359 307,452 SH   SOLE   0 307,452 0
GLOBAL PAYMENTS INC COM 37940X102 79,507,435 435,514 SH   SOLE   0 435,514 0
GRACO INC COM 384109104 49,262,148 947,349 SH   SOLE   0 947,349 0
GRAINGER W W INC COM 384802104 4,948,000 14,617 SH   SOLE   0 14,617 0
GREEN DOT CORP COM 39304D102 1,437,000 61,691 SH   SOLE   0 61,691 0
GROCERY OUTLET HOLDING CORP COM 39874R101 16,924,038 521,542 SH   SOLE   0 521,542 0
GUARDANT HEALTH INC COM 40131M109 26,214,954 335,487 SH   SOLE   0 335,487 0
GUIDEWIRE SOFTWARE INC COM 40171V100 46,039,294 419,416 SH   SOLE   0 419,416 0
HAEMONETICS CORP/MASS COM 405024100 39,614,303 344,772 SH   SOLE   0 344,772 0
HALOZYME THERAPEUTICS INC COM 40637H109 18,669,229 1,052,974 SH   SOLE   0 1,052,974 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 13,967,000 418,550 SH   SOLE   0 418,550 0
HEALTHCARE SERVICE COM 421906108 2,604,000 107,089 SH   SOLE   0 107,089 0
HEALTHEQUITY INC COM 42226A107 34,534,476 466,247 SH   SOLE   0 466,247 0
HENKEL AG & CO. KGAA ADR 42550U208 9,245,000 359,108 SH   SOLE   0 359,108 0
HEXCEL CORPORATION COM 428291108 146,306,654 1,995,726 SH   SOLE   0 1,995,726 0
HILLTOP HOLDINGS INC COM 432748101 3,243,000 130,074 SH   SOLE   0 130,074 0
HMS HOLDINGS CORP COM 40425J101 3,863,000 130,502 SH   SOLE   0 130,502 0
HOME DEPOT INC COM 437076102 39,542,503 181,072 SH   SOLE   0 181,072 0
HONEYWELL INTERNATIONAL INC COM 438516106 31,894,869 180,197 SH   SOLE   0 180,197 0
HORIZON THERAPEUTICS PLC COM G46188101 43,474,173 1,200,944 SH   SOLE   0 1,200,944 0
HOST HOTELS & RESORTS INC REIT 44107P104 25,163,000 1,356,509 SH   SOLE   0 1,356,509 0
HUMANA INC. COM 444859102 21,123,000 57,630 SH   SOLE   0 57,630 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 19,023,000 75,825 SH   SOLE   0 75,825 0
HUNTSMAN CORPORATION COM 447011107 68,551,842 2,837,414 SH   SOLE   0 2,837,414 0
IAA Inc COM 449253103 80,134,788 1,702,825 SH   SOLE   0 1,702,825 0
IAC/INTERACTIVECORP COM 44919P508 80,564,914 323,411 SH   SOLE   0 323,411 0
ICU MEDICAL INC COM 44930G107 5,873,000 31,385 SH   SOLE   0 31,385 0
IDEXX LABORATORIES INC COM 45168D104 69,879,955 267,606 SH   SOLE   0 267,606 0
IHS MARKIT LTD COM G47567105 151,378,800 2,009,015 SH   SOLE   0 2,009,015 0
II-VI INC COM 902104108 26,972,500 801,073 SH   SOLE   0 801,073 0
IMPINJ INC COM 453204109 2,182,000 84,382 SH   SOLE   0 84,382 0
INCYTE CORP COM 45337C102 30,933,721 354,257 SH   SOLE   0 354,257 0
INGERSOLL-RAND PLC COM G47791101 4,971,208 37,400 SH   SOLE   0 37,400 0
INPHI CORP COM 45772F107 4,052,000 54,739 SH   SOLE   0 54,739 0
INSMED INC COM 457669307 24,985,668 1,046,301 SH   SOLE   0 1,046,301 0
INSPERITY INC COM 45778Q107 7,156,000 83,174 SH   SOLE   0 83,174 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 80,729,436 516,811 SH   SOLE   0 516,811 0
INTEGER HOLDINGS CORPORATION COM 45826H109 4,158,000 51,700 SH   SOLE   0 51,700 0
INTEL CORP COM 458140100 2,765,070 46,200 SH   SOLE   0 46,200 0
IONIS PHARMACEUTICALS, INC. COM 462222100 10,806,000 178,875 SH   SOLE   0 178,875 0
IPG PHOTONICS CORP COM 44980X109 76,831,366 530,164 SH   SOLE   0 530,164 0
IQVIA HOLDINGS INC COM 46266C105 59,303,565 383,817 SH   SOLE   0 383,817 0
IROBOT CORP COM 462726100 1,999,000 39,479 SH   SOLE   0 39,479 0
J2 GLOBAL, INC. COM 48123V102 6,890,000 73,526 SH   SOLE   0 73,526 0
JETBLUE AIRWAYS CORPORATION COM 477143101 9,366,000 500,325 SH   SOLE   0 500,325 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 77,088,056 684,254 SH   SOLE   0 684,254 0
JOHNSON & JOHNSON COM 478160104 17,583,170 120,540 SH   SOLE   0 120,540 0
JPMORGAN CHASE & CO COM 46625H100 34,203,602 245,363 SH   SOLE   0 245,363 0
KANSAS CITY SOUTHERN COM 485170302 29,280,000 191,175 SH   SOLE   0 191,175 0
KENNAMETAL INC COM 489170100 27,334,678 740,978 SH   SOLE   0 740,978 0
KEURIG DR PEPPER INC COM 49271V100 2,756,040 95,200 SH   SOLE   0 95,200 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 106,020,170 1,033,030 SH   SOLE   0 1,033,030 0
KINSALE CAPITAL GROUP INC COM 49714P108 9,450,822 92,965 SH   SOLE   0 92,965 0
KIRBY CORP COM 497266106 1,587,000 17,725 SH   SOLE   0 17,725 0
KIRKLAND LAKE GO COM 49741E100 22,622,000 513,321 SH   SOLE   0 513,321 0
KLA CORPORATION COM 482480100 31,428,943 176,400 SH   SOLE   0 176,400 0
KNIGHT SWIFT TRANSN HOLDINGS INC COM 499049104 9,154,000 255,400 SH   SOLE   0 255,400 0
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. COM 50077B207 4,079,000 226,500 SH   SOLE   0 226,500 0
KURA ONCOLOGY INC COM 50127T109 20,655,484 1,502,217 SH   SOLE   0 1,502,217 0
L3HARRIS TECHNOLOGIES INC COM 502431109 99,729,750 504,014 SH   SOLE   0 504,014 0
LABORATORY CORP OF AMERICA HOL COM 50540R409 2,503,716 14,800 SH   SOLE   0 14,800 0
LAM RESEARCH CORPORATION COM 512807108 24,875,440 85,075 SH   SOLE   0 85,075 0
LAMAR ADVERTISING COMPANY REIT 512816109 22,473,000 251,773 SH   SOLE   0 251,773 0
LAMB WESTON HOLDINGS INC COM 513272104 9,941,000 115,550 SH   SOLE   0 115,550 0
LANDSTAR SYSTEM INC COM 515098101 66,497,689 583,979 SH   SOLE   0 583,979 0
LATTICE SEMICONDUCTOR CORP COM 518415104 10,712,658 559,700 SH   SOLE   0 559,700 0
LEAR CORPORATION COM 521865204 33,518,000 244,300 SH   SOLE   0 244,300 0
LENDINGTREE INC COM 52603B107 8,667,000 28,563 SH   SOLE   0 28,563 0
LENNAR CORP COM 526057104 44,001,126 788,692 SH   SOLE   0 788,692 0
LGI HOMES INC COM 50187T106 16,668,266 235,934 SH   SOLE   0 235,934 0
LHC GROUP INC COM 50187A107 7,915,000 57,458 SH   SOLE   0 57,458 0
LINCOLN NATIONAL CORPORATION COM 534187109 58,577,000 992,654 SH   SOLE   0 992,654 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 3,036,000 185,705 SH   SOLE   0 185,705 0
LIONS GATE ENTERTAINMENT-A COM 535919401 22,066,786 2,070,055 SH   SOLE   0 2,070,055 0
LITTELFUSE INC COM 537008104 22,086,924 115,457 SH   SOLE   0 115,457 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 2,341,000 32,750 SH   SOLE   0 32,750 0
LOCKHEED MARTIN CORP COM 539830109 22,953,951 58,950 SH   SOLE   0 58,950 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 47,565,022 515,610 SH   SOLE   0 515,610 0
LULULEMON ATHLETIC COM 550021109 101,342,520 437,443 SH   SOLE   0 437,443 0
LUMENTUM HOLDINGS INC COM 55024U109 55,102,160 694,857 SH   SOLE   0 694,857 0
MARATHON PETROLEUM COMPANY COM 56585A102 21,053,000 349,425 SH   SOLE   0 349,425 0
MARINEMAX INC COM 567908108 31,071,022 1,861,655 SH   SOLE   0 1,861,655 0
MARKETAXESS HLDGS COM 57060D108 92,127,536 243,010 SH   SOLE   0 243,010 0
MARSH & MCLENNAN COMPANIES, INC. COM 571748102 35,027,000 314,400 SH   SOLE   0 314,400 0
MARTIN MARIETTA MATERIALS INC COM 573284106 104,168,561 372,511 SH   SOLE   0 372,511 0
MARVELL TECH GROUP COM G5876H105 70,695,644 2,661,733 SH   SOLE   0 2,661,733 0
MASCO CORPORATION COM 574599106 11,414,000 237,850 SH   SOLE   0 237,850 0
MASIMO CORPORATION COM 574795100 73,341,394 464,009 SH   SOLE   0 464,009 0
MASTERCARD INC COM 57636Q104 17,595,909 58,930 SH   SOLE   0 58,930 0
MATCH GROUP, INC. COM 57665R106 6,735,000 82,025 SH   SOLE   0 82,025 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 64,220,561 1,044,067 SH   SOLE   0 1,044,067 0
MCDONALD'S CORP COM 580135101 25,478,845 128,935 SH   SOLE   0 128,935 0
MEDICAL PROPERTIES TRUST INC COM 58463J304 2,776,641 131,532 SH   SOLE   0 131,532 0
MEDPACE HOLDINGS INC. COM 58506Q109 5,130,000 61,025 SH   SOLE   0 61,025 0
MEDTRONIC PLC COM G5960L103 25,031,608 220,640 SH   SOLE   0 220,640 0
MERCK & CO INC COM 58933Y105 30,376,572 333,992 SH   SOLE   0 333,992 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 11,192,000 14,109 SH   SOLE   0 14,109 0
MICROCHIP TECHNOLOGY INC COM 595017104 80,215,415 765,999 SH   SOLE   0 765,999 0
MICRON TECHNOLOGY INC COM 595112103 3,070,838 57,100 SH   SOLE   0 57,100 0
MICROSOFT CORP COM 594918104 89,209,155 565,689 SH   SOLE   0 565,689 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 49,833,000 377,925 SH   SOLE   0 377,925 0
MIRATI THERAPEUTICS INC COM 60468T105 25,748,032 199,814 SH   SOLE   0 199,814 0
MOLINA HEALTHCARE, INC. COM 60855R100 9,995,000 73,658 SH   SOLE   0 73,658 0
MONOLITHIC PWR SYS COM 609839105 3,609,000 20,275 SH   SOLE   0 20,275 0
MONRO INC COM 610236101 7,411,000 94,771 SH   SOLE   0 94,771 0
MONSTER BEVERAGE CORP COM 61174X109 64,200,688 1,010,239 SH   SOLE   0 1,010,239 0
MOODYS CORP COM 615369105 82,153,847 346,040 SH   SOLE   0 346,040 0
MORNINGSTAR INC COM 617700109 38,264,029 252,885 SH   SOLE   0 252,885 0
MOTOROLA SOLUTIONS INC COM 620076307 18,853,000 117,000 SH   SOLE   0 117,000 0
MSCI INC COM 55354G100 76,867,673 297,729 SH   SOLE   0 297,729 0
NATIONAL OILWELL VARCO INC COM 637071101 32,852,073 1,311,460 SH   SOLE   0 1,311,460 0
NATIONAL VISION HOLDINGS INC COM 63845R107 26,847,921 827,873 SH   SOLE   0 827,873 0
NEOGENOMICS INC COM 64049M209 52,727,542 1,802,651 SH   SOLE   0 1,802,651 0
NESTLE SA/AG ADR 641069406 8,567,000 79,134 SH   SOLE   0 79,134 0
NEWMONT GOLDCORP CORPORATION COM 651639106 9,245,000 212,775 SH   SOLE   0 212,775 0
NMI HOLDINGS INC-CLASS A COM 629209305 47,538,015 1,432,731 SH   SOLE   0 1,432,731 0
NORTHROP GRUMMAN CORP COM 666807102 3,267,715 9,500 SH   SOLE   0 9,500 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COM G66721104 44,202,000 756,750 SH   SOLE   0 756,750 0
NOVARTIS AG ADR 66987V109 8,394,000 88,648 SH   SOLE   0 88,648 0
NOVO NORDISK A/S ADR 670100205 11,210,000 193,680 SH   SOLE   0 193,680 0
NOVOCURE LTD COM G6674U108 48,259,744 572,680 SH   SOLE   0 572,680 0
NUVASIVE INC COM 670704105 35,540,824 459,540 SH   SOLE   0 459,540 0
NVIDIA CORP COM 67066G104 2,870,660 12,200 SH   SOLE   0 12,200 0
ODONATE THERAPEUTICS INC COM 676079106 14,925,962 459,968 SH   SOLE   0 459,968 0
OLD DOMINION FGHT COM 679580100 51,379,888 270,732 SH   SOLE   0 270,732 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 30,629,710 723,248 SH   SOLE   0 723,248 0
OMNICELL INC COM 68213N109 50,103,933 613,112 SH   SOLE   0 613,112 0
ON SEMICONDUCTOR CORP. COM 682189105 9,950,000 408,125 SH   SOLE   0 408,125 0
ONE GAS, INC. COM 68235P108 27,333,000 292,116 SH   SOLE   0 292,116 0
ONEOK INC. COM 682680103 22,440,000 296,550 SH   SOLE   0 296,550 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 8,601,000 19,625 SH   SOLE   0 19,625 0
OWENS CORNING COM 690742101 27,276,000 418,850 SH   SOLE   0 418,850 0
PAGERDUTY INC COM 69553P100 7,120,267 304,415 SH   SOLE   0 304,415 0
PATTERSON UTI ENEG COM 703481101 13,676,000 1,302,490 SH   SOLE   0 1,302,490 0
PAYCHEX INC COM 704326107 9,684,000 113,850 SH   SOLE   0 113,850 0
PAYPAL HOLDINGS INC COM 70450Y103 9,075,463 83,900 SH   SOLE   0 83,900 0
PEGASYSTEMS INC COM 705573103 91,959,439 1,154,544 SH   SOLE   0 1,154,544 0
PENN NATIONAL GAMING INC COM 707569109 43,562,649 1,704,329 SH   SOLE   0 1,704,329 0
PENUMBRA INC COM 70975L107 32,472,401 197,677 SH   SOLE   0 197,677 0
PEPSICO INC COM 713448108 21,972,163 160,768 SH   SOLE   0 160,768 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 7,497,000 145,638 SH   SOLE   0 145,638 0
PERSPECTA INC COM 715347100 63,821,136 2,413,810 SH   SOLE   0 2,413,810 0
PETMED EXPRESS INC COM 716382106 1,789,000 76,064 SH   SOLE   0 76,064 0
PFIZER INC COM 717081103 22,214,472 566,985 SH   SOLE   0 566,985 0
PINTEREST INC- CLASS A COM 72352L106 36,578,875 1,962,386 SH   SOLE   0 1,962,386 0
PJT PARTNERS INC - A COM 69343T107 35,094,622 777,634 SH   SOLE   0 777,634 0
PLANET FITNESS INC - CL A COM 72703H101 61,076,366 817,841 SH   SOLE   0 817,841 0
PLEXUS CORP COM 729132100 4,655,000 60,504 SH   SOLE   0 60,504 0
PNC FINANCIAL SERVICES GROUP COM 693475105 26,557,164 166,367 SH   SOLE   0 166,367 0
POOL CORP COM 73278L105 138,874,857 653,898 SH   SOLE   0 653,898 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 31,396,000 562,758 SH   SOLE   0 562,758 0
POWER INTEGRATIONS COM 739276103 5,399,000 54,583 SH   SOLE   0 54,583 0
PRA GROUP INC COM 69354N106 3,059,000 84,262 SH   SOLE   0 84,262 0
PRA HEALTH SCIENCES INC COM 69354M108 66,563,137 598,862 SH   SOLE   0 598,862 0
PROCTER & GAMBLE CO/THE COM 742718109 36,905,077 295,477 SH   SOLE   0 295,477 0
PROGENICS PHARMACEUTICALS COM 743187106 20,095,442 3,948,024 SH   SOLE   0 3,948,024 0
PROLOGIS INC COM 74340W103 20,857,066 233,981 SH   SOLE   0 233,981 0
PROOFPOINT, INC. COM 743424103 35,610,219 310,246 SH   SOLE   0 310,246 0
PROTO LABS INC COM 743713109 5,985,000 58,934 SH   SOLE   0 58,934 0
PRUDENTIAL PLC ADR 74435K204 12,961,000 340,282 SH   SOLE   0 340,282 0
PTC INC COM 69370C100 39,236,069 523,916 SH   SOLE   0 523,916 0
PUBLIC STORAGE COM 74460D109 1,831,456 8,600 SH   SOLE   0 8,600 0
PULTE GROUP INC COM 745867101 16,695,440 430,300 SH   SOLE   0 430,300 0
PURE STORAGE INC COM 74624M102 17,733,000 1,036,425 SH   SOLE   0 1,036,425 0
Q2 HOLDINGS INC COM 74736L109 14,189,000 175,000 SH   SOLE   0 175,000 0
QTS REALTY TRUST INC REIT 74736A103 3,537,000 65,168 SH   SOLE   0 65,168 0
QUAKER CHEMICAL CORP COM 747316107 112,439,713 683,441 SH   SOLE   0 683,441 0
QUALYS INC COM 74758T303 3,918,000 47,000 SH   SOLE   0 47,000 0
QUIDEL CORPORATION COM 74838J101 34,281,159 456,903 SH   SOLE   0 456,903 0
RADIANT LOGISTICS COM 75025X100 1,780,000 319,575 SH   SOLE   0 319,575 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 35,360,000 870,725 SH   SOLE   0 870,725 0
REALPAGE INC COM 75606N109 81,055,054 1,508,001 SH   SOLE   0 1,508,001 0
REALTY INCOME CORP COM 756109104 2,032,188 27,600 SH   SOLE   0 27,600 0
REPLIGEN CORP COM 759916109 31,518,912 340,745 SH   SOLE   0 340,745 0
RINGCENTRAL INC-CLASS A COM 76680R206 84,309,868 499,851 SH   SOLE   0 499,851 0
RITCHIE BROS AUCTIONEERS COM 767744105 115,337,887 2,685,399 SH   SOLE   0 2,685,399 0
ROBERT HALF INTL COM 770323103 15,069,000 238,625 SH   SOLE   0 238,625 0
ROKU INC COM 77543R102 33,519,000 250,325 SH   SOLE   0 250,325 0
ROSS STORES INC COM 778296103 4,260,972 36,600 SH   SOLE   0 36,600 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 127,327,285 953,691 SH   SOLE   0 953,691 0
ROYAL DUTCH SHELL PLC ADR 780259107 10,488,000 174,895 SH   SOLE   0 174,895 0
RYANAIR HOLDINGS PLC ADR 783513203 15,741,000 179,670 SH   SOLE   0 179,670 0
SAILPOINT TECHNOLOGIES HOLDI COM 78781P105 32,420,948 1,373,769 SH   SOLE   0 1,373,769 0
SALESFORCE.COM INC COM 79466L302 7,936,832 48,800 SH   SOLE   0 48,800 0
SANDERSON FARM INC COM 800013104 6,503,000 36,900 SH   SOLE   0 36,900 0
SAP SE ADR 803054204 9,019,000 67,313 SH   SOLE   0 67,313 0
SAREPTA THERAPEUTICS INC COM 803607100 43,840,437 339,743 SH   SOLE   0 339,743 0
SBA COMMUNICATIONS CORP COM 78410G104 145,588,807 604,128 SH   SOLE   0 604,128 0
SEATTLE GENETICS INC COM 812578102 48,773,823 426,867 SH   SOLE   0 426,867 0
SEMPRA ENERGY COM 816851109 20,951,653 138,313 SH   SOLE   0 138,313 0
SEMTECH CORPORATION COM 816850101 7,157,000 135,296 SH   SOLE   0 135,296 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 40,949,893 619,608 SH   SOLE   0 619,608 0
SERITAGE GROWTH PROP- A REIT COM 81752R100 41,621,717 1,038,466 SH   SOLE   0 1,038,466 0
SERVICEMASTER GLOBAL HOLDING COM 81761R109 16,211,839 419,344 SH   SOLE   0 419,344 0
SERVICENOW INC COM 81762P102 92,863,353 328,928 SH   SOLE   0 328,928 0
SHOPIFY INC - CLASS A COM 82509L107 53,417,258 134,356 SH   SOLE   0 134,356 0
SILICON LABORATORIES INC COM 826919102 42,618,475 367,464 SH   SOLE   0 367,464 0
SIMPLY GOOD FOODS CO/THE COM 82900L102 19,696,653 690,142 SH   SOLE   0 690,142 0
SINCLAIR BROADCAST GROUP -A COM 829226109 32,379,141 971,180 SH   SOLE   0 971,180 0
SIRIUS XM HOLDINGS INC COM 82968B103 79,920,040 11,177,628 SH   SOLE   0 11,177,628 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 62,583,000 517,725 SH   SOLE   0 517,725 0
SPIRIT AIRLINES COM 848577102 17,732,000 439,900 SH   SOLE   0 439,900 0
SPLUNK INC COM 848637104 140,854,346 940,470 SH   SOLE   0 940,470 0
SPRINT CORPORATION COM 85207U105 9,303,000 1,785,599 SH   SOLE   0 1,785,599 0
SQUARE INC - A COM 852234103 52,261,123 835,376 SH   SOLE   0 835,376 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 3,033,160 49,400 SH   SOLE   0 49,400 0
STARBUCKS CORP COM 855244109 10,304,224 117,200 SH   SOLE   0 117,200 0
STEVEN MADDEN LTD COM 556269108 45,992,744 1,069,350 SH   SOLE   0 1,069,350 0
STONERIDGE INC. COM 86183P102 3,760,000 128,233 SH   SOLE   0 128,233 0
STRYKER CORP COM 863667101 2,414,310 11,500 SH   SOLE   0 11,500 0
SUMMIT MATERIALS INC -CL A COM 86614U100 52,102,621 2,180,026 SH   SOLE   0 2,180,026 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 3,656,000 154,135 SH   SOLE   0 154,135 0
SVB FINANCIAL GROUP COM 78486Q101 6,358,000 25,325 SH   SOLE   0 25,325 0
SYNOPSYS INC COM 871607107 104,498,692 750,709 SH   SOLE   0 750,709 0
SYNOVUS FINANCIAL CORP. COM 87161C501 28,553,000 728,400 SH   SOLE   0 728,400 0
SYSCO CORP COM 871829107 22,610,446 264,326 SH   SOLE   0 264,326 0
SYSTEMAX INC COM 871851101 4,035,000 160,375 SH   SOLE   0 160,375 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 40,978,668 334,711 SH   SOLE   0 334,711 0
TANDEM DIABETES CARE INC COM 875372203 42,264,623 709,019 SH   SOLE   0 709,019 0
TARGET CORP COM 87612E106 6,602,815 51,500 SH   SOLE   0 51,500 0
TELADOC HEALTH INC COM 87918A105 44,407,851 530,433 SH   SOLE   0 530,433 0
TELEFLEX INCORPORATED COM 879369106 108,881,809 289,242 SH   SOLE   0 289,242 0
TERADYNE INC COM 880770102 5,625,675 82,500 SH   SOLE   0 82,500 0
TEXAS INSTRUMENTS INC COM 882508104 28,723,617 223,896 SH   SOLE   0 223,896 0
TEXTRON INC. COM 883203101 11,385,000 255,259 SH   SOLE   0 255,259 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 6,936,000 50,750 SH   SOLE   0 50,750 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 34,195,000 562,700 SH   SOLE   0 562,700 0
THE TIMKEN COMPANY COM 887389104 17,542,000 311,525 SH   SOLE   0 311,525 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,771,490 27,000 SH   SOLE   0 27,000 0
THERMON GROUP HOLDINGS INC COM 88362T103 43,317,188 1,616,313 SH   SOLE   0 1,616,313 0
THOR INDUSTRIES COM 885160101 10,823,000 145,686 SH   SOLE   0 145,686 0
TOTAL SA-SPON ADR COM 89151E109 23,804,770 430,466 SH   SOLE   0 430,466 0
TPI COMPOSITES INC COM 87266J104 3,558,000 192,212 SH   SOLE   0 192,212 0
TRACTOR SUPPLY CO COM 892356106 9,138,000 97,800 SH   SOLE   0 97,800 0
TRADE DESK INC/THE COM 88339J105 3,299,206 12,700 SH   SOLE   0 12,700 0
TRANSUNION COM 89400J107 110,300,181 1,288,403 SH   SOLE   0 1,288,403 0
TREX COMPANY INC COM 89531P105 55,426,120 616,668 SH   SOLE   0 616,668 0
TRUIST FINANCIAL CORP COM 89832Q109 8,703,805 154,542 SH   SOLE   0 154,542 0
TWITTER INC COM 90184L102 88,235,054 2,753,031 SH   SOLE   0 2,753,031 0
TYLER TECHNOLOGIES INC COM 902252105 102,117,807 340,370 SH   SOLE   0 340,370 0
TYSON FOODS, INC. COM 902494103 26,903,240 295,507 SH   SOLE   0 295,507 0
UMPQUA HOLDINGS CO COM 904214103 6,340,000 358,200 SH   SOLE   0 358,200 0
UNION PACIFIC CORP COM 907818108 24,790,829 137,125 SH   SOLE   0 137,125 0
UNIQURE NV COM N90064101 22,605,577 315,456 SH   SOLE   0 315,456 0
UNITED AIRLINES HOLDINGS INC COM 910047109 5,981,311 67,900 SH   SOLE   0 67,900 0
UNITED PARCEL SERVICE-CL B COM 911312106 15,514,781 132,537 SH   SOLE   0 132,537 0
UNITED RENTALS, INC. COM 911363109 86,008,298 515,731 SH   SOLE   0 515,731 0
UNITED TECHNOLOGIES CORP COM 913017109 4,043,520 27,000 SH   SOLE   0 27,000 0
UNITEDHEALTH GROUP INC COM 91324P102 17,844,586 60,700 SH   SOLE   0 60,700 0
UNIVERSAL DISPLAY COM 91347P105 6,548,000 31,775 SH   SOLE   0 31,775 0
UNIVERSAL ELECTRONICS INC COM 913483103 78,530,945 1,502,697 SH   SOLE   0 1,502,697 0
US PHYSICAL THERAP COM 90337L108 6,958,000 60,851 SH   SOLE   0 60,851 0
VAIL RESORTS, INC. COM 91879Q109 74,783,521 311,817 SH   SOLE   0 311,817 0
VAREX IMAGING CORPORATION COM 92214X106 2,857,000 95,829 SH   SOLE   0 95,829 0
VEEVA SYSTEMS INC COM 922475108 42,822,811 304,442 SH   SOLE   0 304,442 0
VERINT SYSTEMS INC COM 92343X100 3,704,000 66,900 SH   SOLE   0 66,900 0
VERIZON COMMUNICATIONS INC COM 92343V104 30,965,248 504,320 SH   SOLE   0 504,320 0
VIPER ENERGY PARTNERS LP COM 92763M105 47,184,197 1,913,390 SH   SOLE   0 1,913,390 0
VIRTUSA CORP COM 92827P102 4,092,000 90,263 SH   SOLE   0 90,263 0
VISA INC COM 92826C839 19,842,240 105,600 SH   SOLE   0 105,600 0
VOYA FINANCIAL INC COM 929089100 21,191,000 347,512 SH   SOLE   0 347,512 0
VULCAN MATERIALS COMPANY COM 929160109 22,268,000 154,650 SH   SOLE   0 154,650 0
W.R. BERKLEY CORPORATION COM 084423102 14,677,000 212,400 SH   SOLE   0 212,400 0
WABTEC CORP COM 929740108 53,615,637 689,147 SH   SOLE   0 689,147 0
WAL-MART DE MEXICO ADR 93114W107 9,374,000 327,874 SH   SOLE   0 327,874 0
WALMART INC COM 931142103 6,785,764 57,100 SH   SOLE   0 57,100 0
WALT DISNEY CO/THE COM 254687106 3,716,991 25,700 SH   SOLE   0 25,700 0
WASTE CONNECTIONS INC COM 94106B101 136,603,179 1,504,606 SH   SOLE   0 1,504,606 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 49,387,000 535,475 SH   SOLE   0 535,475 0
WELLS FARGO & CO COM 949746101 23,095,425 429,283 SH   SOLE   0 429,283 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 9,525,000 135,775 SH   SOLE   0 135,775 0
WEX INC COM 96208T104 47,553,913 227,031 SH   SOLE   0 227,031 0
WHITE MOUNTNS INSU COM G9618E107 16,788,000 15,050 SH   SOLE   0 15,050 0
WINGSTOP INC COM 974155103 38,754,435 449,431 SH   SOLE   0 449,431 0
WOODWARD INC COM 980745103 92,131,989 777,879 SH   SOLE   0 777,879 0
WORKDAY INC COM 98138H101 11,335,000 68,925 SH   SOLE   0 68,925 0
WW GRAINGER INC COM 384802104 48,733,001 143,959 SH   SOLE   0 143,959 0
WYNDHAM DESTINATIONS INC COM 98310W108 2,367,402 45,800 SH   SOLE   0 45,800 0
XILINX INC. COM 983919101 63,494,874 649,433 SH   SOLE   0 649,433 0
XYLEM, INC. COM 98419M100 23,312,000 295,879 SH   SOLE   0 295,879 0
YETI HOLDINGS INC COM 98585X104 26,890,018 773,146 SH   SOLE   0 773,146 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 29,408,000 115,125 SH   SOLE   0 115,125 0
ZENDESK INC COM 98936J101 66,583,117 868,891 SH   SOLE   0 868,891 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 2,813,984 18,800 SH   SOLE   0 18,800 0
ZOETIS INC COM 98978V103 90,995,654 687,538 SH   SOLE   0 687,538 0
ZOGENIX INC COM 98978L204 36,153,771 693,531 SH   SOLE   0 693,531 0
ZSCALER INC COM 98980G102 23,052,000 495,750 SH   SOLE   0 495,750 0
ZYNGA INC COM 98986T108 36,871,000 6,024,625 SH   SOLE   0 6,024,625 0