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
2U INC COM 90214J101 10,434 161,736 SH   SOLE   161,736 0 0
ABBVIE INC COM 00287Y109 159,929 1,651,150 SH   SOLE   1,651,150 0 0
ABIOMED INC COM 003654100 5,641 30,098 SH   SOLE   30,098 0 0
ACTIVISION BLIZZARD INC COM 00507V109 58,362 921,559 SH   SOLE   921,559 0 0
ADVANCED ENERGY INDS COM 007973100 7,071 104,789 SH   SOLE   104,789 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 31,260 466,948 SH   SOLE   466,948 0 0
ALCOA CORP COM 013872106 21,783 404,333 SH   SOLE   404,333 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 12,646 49,884 SH   SOLE   49,884 0 0
ALPHABET INC CAP STK CL A 02079K305 21,156 20,080 SH   SOLE   20,080 0 0
ALPHABET INC CAP STK CL C 02079K107 131,680 125,837 SH   SOLE   125,837 0 0
ALTRIA GROUP INC COM 02209S103 30,751 430,413 SH   SOLE   430,413 0 0
AMAZON COM INC COM 023135106 70,721 60,471 SH   SOLE   60,471 0 0
AMGEN INC COM 031162100 10,140 58,305 SH   SOLE   58,305 0 0
ANADARKO PETE CORP COM 032511107 1,263 23,541 SH   SOLE   23,541 0 0
ANDEAVOR COM 03349M105 9,618 84,040 SH   SOLE   84,040 0 0
ANTHEM INC COM 036752103 45,826 203,613 SH   SOLE   203,613 0 0
APPLE INC COM 037833100 39,639 234,140 SH   SOLE   234,140 0 0
APPLIED MATLS INC COM 038222105 133,096 2,602,832 SH   SOLE   2,602,832 0 0
ARISTA NETWORKS INC COM 040413106 8,979 38,100 SH   SOLE   38,100 0 0
AVERY DENNISON CORP COM 053611109 22,407 195,060 SH   SOLE   195,060 0 0
BAKER HUGHES INC COM 057224107 4,652 146,958 SH   SOLE   146,958 0 0
BANK AMER CORP COM 060505104 191,073 6,469,506 SH   SOLE   6,469,506 0 0
BECTON DICKINSON & CO COM 075887109 5,107 23,853 SH   SOLE   23,853 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66,009 332,247 SH   SOLE   332,247 0 0
BEST BUY INC COM 086516101 104,381 1,524,579 SH   SOLE   1,524,579 0 0
BIOGEN INC COM 09062X103 7,917 24,847 SH   SOLE   24,847 0 0
BLACK KNIGHT INC COM 09215C105 5,892 133,538 SH   SOLE   133,538 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 48,807 1,524,042 SH   SOLE   1,524,042 0 0
BOEING CO COM 097023105 55,934 189,602 SH   SOLE   189,602 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 27,963 733,070 SH   SOLE   733,070 0 0
BOSTON SCIENTIFIC CORP COM 101137107 18,457 744,413 SH   SOLE   744,413 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,908 30,936 SH   SOLE   30,936 0 0
BRINKER INTL INC COM 109641100 33,149 853,579 SH   SOLE   853,579 0 0
BROADCOM LTD SHS Y09827109 68,247 265,246 SH   SOLE   265,246 0 0
BURLINGTON STORES INC COM 122017106 43,969 357,371 SH   SOLE   357,371 0 0
CAESARS ENTMT CORP COM 127686103 11,494 906,863 SH   SOLE   906,863 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 60,832 2,659,182 SH   SOLE   2,659,182 0 0
CARVANA CO CL A 146869102 3,112 162,628 SH   SOLE   162,628 0 0
CATALENT INC COM 148806102 2,733 66,532 SH   SOLE   66,532 0 0
CATERPILLAR INC DEL COM 149123101 21,311 135,200 SH   SOLE   135,200 0 0
CDW CORP COM 12514G108 11,053 159,000 SH   SOLE   159,000 0 0
CELANESE CORP DEL COM SER A 150870103 18,955 177,010 SH   SOLE   177,010 0 0
CELGENE CORP COM 151020104 136 1,301 SH   SOLE   1,301 0 0
CHEVRON CORP NEW COM 166764100 3,297 26,292 SH   SOLE   26,292 0 0
CHIMERA INVT CORP COM NEW 16934Q208 2,559 138,534 SH   SOLE   138,534 0 0
CHURCHILL DOWNS INC COM 171484108 35,343 151,900 SH   SOLE   151,900 0 0
CIENA CORP COM NEW 171779309 12,816 612,484 SH   SOLE   612,484 0 0
CIMAREX ENERGY CO COM 171798101 14,786 121,165 SH   SOLE   121,165 0 0
CINTAS CORP COM 172908105 116,920 750,282 SH   SOLE   750,282 0 0
CITIGROUP INC COM NEW 172967424 226,571 3,044,318 SH   SOLE   3,044,318 0 0
CITIZENS FINL GROUP INC COM 174610105 51,943 1,237,188 SH   SOLE   1,237,188 0 0
COMCAST CORP NEW CL A 20030N101 17,229 429,944 SH   SOLE   429,944 0 0
COMERICA INC COM 200340107 48,242 555,632 SH   SOLE   555,632 0 0
CONOCOPHILLIPS COM 20825C104 1,748 31,838 SH   SOLE   31,838 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,705 32,181 SH   SOLE   32,181 0 0
CORELOGIC INC COM 21871D103 8,636 186,829 SH   SOLE   186,829 0 0
CORNING INC COM 219350105 31,756 992,551 SH   SOLE   992,551 0 0
CROWN HOLDINGS INC COM 228368106 18,307 325,406 SH   SOLE   325,406 0 0
CUMMINS INC COM 231021106 16,888 95,600 SH   SOLE   95,600 0 0
DIAMONDBACK ENERGY INC COM 25278X109 12,580 99,643 SH   SOLE   99,643 0 0
DICKS SPORTING GOODS INC COM 253393102 11,321 393,850 SH   SOLE   393,850 0 0
DISH NETWORK CORP CL A 25470M109 14,426 302,124 SH   SOLE   302,124 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 6,539 131,909 SH   SOLE   131,909 0 0
EAST WEST BANCORP INC COM 27579R104 7,654 125,819 SH   SOLE   125,819 0 0
EASTMAN CHEM CO COM 277432100 14,406 155,500 SH   SOLE   155,500 0 0
EBAY INC COM 278642103 7,630 202,114 SH   SOLE   202,114 0 0
EDGEWELL PERS CARE CO COM 28035Q102 170 2,856 SH   SOLE   2,856 0 0
EDISON INTL COM 281020107 4,701 74,326 SH   SOLE   74,326 0 0
ELECTRONIC ARTS INC COM 285512109 8,679 82,580 SH   SOLE   82,580 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 121 2,519 SH   SOLE   2,519 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 616 23,255 SH   SOLE   23,255 0 0
EOG RES INC COM 26875P101 1,919 17,777 SH   SOLE   17,777 0 0
EQUIFAX INC COM 294429105 83,188 705,428 SH   SOLE   705,428 0 0
EVERTEC INC COM 30040P103 3,354 245,277 SH   SOLE   245,277 0 0
EXXON MOBIL CORP COM 30231G102 1,525 18,195 SH   SOLE   18,195 0 0
FACEBOOK INC CL A 30303M102 99,622 564,352 SH   SOLE   564,352 0 0
FEDEX CORP COM 31428X106 7,012 28,100 SH   SOLE   28,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 327 3,469 SH   SOLE   3,469 0 0
FIFTH THIRD BANCORP COM 316773100 26,882 885,891 SH   SOLE   885,891 0 0
FINISAR CORP COM NEW 31787A507 10,548 518,466 SH   SOLE   518,466 0 0
FINISH LINE INC CL A 317923100 22 1,500 SH   SOLE   1,500 0 0
FITBIT INC CL A 33812L102 20,883 3,661,000 SH   SOLE   3,661,000 0 0
FIVE BELOW INC COM 33829M101 4,242 63,953 SH   SOLE   63,953 0 0
FLUOR CORP NEW COM 343412102 2,418 46,804 SH   SOLE   46,804 0 0
FOOT LOCKER INC COM 344849104 7,687 164,000 SH   SOLE   164,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 6,406 188,774 SH   SOLE   188,774 0 0
GENERAL MTRS CO COM 37045V100 180,169 4,393,912 SH   SOLE   4,393,912 0 0
GEO GROUP INC NEW COM 36162J106 6,302 267,068 SH   SOLE   267,068 0 0
GILEAD SCIENCES INC COM 375558103 7,304 101,939 SH   SOLE   101,939 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 38,716 151,838 SH   SOLE   151,838 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 5,472 354,077 SH   SOLE   354,077 0 0
HASBRO INC COM 418056107 13,638 150,038 SH   SOLE   150,038 0 0
HESS CORP COM 42809H107 75,124 1,582,718 SH   SOLE   1,582,718 0 0
HOME DEPOT INC COM 437076102 13,725 72,343 SH   SOLE   72,343 0 0
HP INC COM 40434L105 17,846 849,200 SH   SOLE   849,200 0 0
HUMANA INC COM 444859102 17,302 69,724 SH   SOLE   69,724 0 0
HUNTINGTON BANCSHARES INC COM 446150104 811 55,662 SH   SOLE   55,662 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 44,148 187,333 SH   SOLE   187,333 0 0
INTEL CORP COM 458140100 70,292 1,522,005 SH   SOLE   1,522,005 0 0
INTUIT COM 461202103 16,771 106,252 SH   SOLE   106,252 0 0
IPG PHOTONICS CORP COM 44980X109 8,711 40,692 SH   SOLE   40,692 0 0
ITT INC COM 45073V108 11,572 216,900 SH   SOLE   216,900 0 0
JOHNSON & JOHNSON COM 478160104 13,506 96,579 SH   SOLE   96,579 0 0
JPMORGAN CHASE & CO COM 46625H100 88,988 830,147 SH   SOLE   830,147 0 0
JUNIPER NETWORKS INC COM 48203R104 6,389 224,133 SH   SOLE   224,133 0 0
K2M GROUP HLDGS INC COM 48273J107 4,992 277,421 SH   SOLE   277,421 0 0
KB HOME COM 48666K109 9,210 288,300 SH   SOLE   288,300 0 0
KKR & CO L P DEL COM UNITS 48248M102 90,632 4,300,559 SH   SOLE   4,300,559 0 0
KLA-TENCOR CORP COM 482480100 11,129 105,912 SH   SOLE   105,912 0 0
KNIGHT TRANSN INC COM 499064103 57,520 1,315,196 SH   SOLE   1,315,196 0 0
L BRANDS INC COM 501797104 96,096 1,595,884 SH   SOLE   1,595,884 0 0
LAM RESEARCH CORP COM 512807108 32,642 177,292 SH   SOLE   177,292 0 0
LAMB WESTON HLDGS INC COM 513272104 12,734 225,552 SH   SOLE   225,552 0 0
LAS VEGAS SANDS CORP COM 517834107 40,849 587,875 SH   SOLE   587,875 0 0
LAUDER ESTEE COS INC CL A 518439104 15,606 122,632 SH   SOLE   122,632 0 0
LEAR CORP COM NEW 521865204 12,765 72,256 SH   SOLE   72,256 0 0
LEIDOS HLDGS INC COM 525327102 14,139 218,984 SH   SOLE   218,984 0 0
LEUCADIA NATL CORP COM 527288104 11,375 429,312 SH   SOLE   429,312 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 35,724 419,565 SH   SOLE   419,565 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 26,818 605,089 SH   SOLE   605,089 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 3,165 92,671 SH   SOLE   92,671 0 0
LINCOLN NATL CORP IND COM 534187109 9,786 127,300 SH   SOLE   127,300 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 6,479 152,179 SH   SOLE   152,179 0 0
LOCKHEED MARTIN CORP COM 539830109 273 849 SH   SOLE   849 0 0
LUMENTUM HLDGS INC COM 55024U109 27,615 565,021 SH   SOLE   565,021 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 45,884 415,896 SH   SOLE   415,896 0 0
MACYS INC COM 55616P104 19,475 772,981 SH   SOLE   772,981 0 0
MARKETAXESS HLDGS INC COM 57060D108 5,591 27,714 SH   SOLE   27,714 0 0
MASCO CORP COM 574599106 325 7,388 SH   SOLE   7,388 0 0
MASTERCARD INC COM 57636Q104 27,146 178,802 SH   SOLE   178,802 0 0
MATADOR RES CO COM 576485205 3,043 97,775 SH   SOLE   97,775 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 7,460 142,714 SH   SOLE   142,714 0 0
MCDONALDS CORP COM 580135101 11,416 66,272 SH   SOLE   66,272 0 0
MERCURY SYS INC COM 589378108 2,921 56,925 SH   SOLE   56,925 0 0
MICRON TECHNOLOGY INC COM 595112103 154,731 3,762,475 SH   SOLE   3,762,475 0 0
MICROSOFT CORP COM NEW 594918104 60,117 702,348 SH   SOLE   702,348 0 0
MONDELEZ INTL INC CL A 609207105 20,795 485,800 SH   SOLE   485,800 0 0
MSCI INC COM 55354G100 33,327 263,379 SH   SOLE   263,379 0 0
MYLAN N V SHS EURO N59465109 2,540 60,000 SH   SOLE   60,000 0 0
NETAPP INC COM 64110D104 12,072 218,200 SH   SOLE   218,200 0 0
NEVRO CORP COM 64157F103 4,369 63,243 SH   SOLE   63,243 0 0
NEWFIELD EXPL CO COM 651290108 22,569 715,692 SH   SOLE   715,692 0 0
NEXTERA ENERGY INC COM 65339F101 574 3,672 SH   SOLE   3,672 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 6,249 144,760 SH   SOLE   144,760 0 0
NORFOLK SOUTHERN CORP COM 655844108 66,541 458,838 SH   SOLE   458,838 0 0
NUTANIX INC CL A 67059N108 24,195 685,902 SH   SOLE   685,902 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 8,585 35,693 SH   SOLE   35,693 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 2,087 49,607 SH   SOLE   49,607 0 0
OASIS PETE INC NEW COM 674215108 836 99,453 SH   SOLE   99,453 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 7,603 3,035,000 SH   SOLE   3,035,000 0 0
ORACLE CORP COM 68389X105 82,258 1,739,255 SH   SOLE   1,739,255 0 0
OWENS CORNING NEW COM 690742101 10,763 117,100 SH   SOLE   117,100 0 0
PAYPAL HLDGS INC COM 70450Y103 48,323 656,346 SH   SOLE   656,346 0 0
PEPSICO INC COM 713448108 12,796 106,687 SH   SOLE   106,687 0 0
PFIZER INC COM 717081103 760 20,970 SH   SOLE   20,970 0 0
PHILIP MORRIS INTL INC COM 718172109 34,340 325,006 SH   SOLE   325,006 0 0
PIONEER NAT RES CO COM 723787107 229 1,326 SH   SOLE   1,326 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,157 56,500 SH   SOLE   56,500 0 0
POWER INTEGRATIONS INC COM 739276103 17,159 233,370 SH   SOLE   233,370 0 0
PREMIER INC COM 74051N102 7,206 246,671 SH   SOLE   246,671 0 0
PRICELINE GRP INC COM 741503403 10,642 6,123 SH   SOLE   6,123 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 18,721 265,300 SH   SOLE   265,300 0 0
PROLOGIS INC COM 74340W103 15,721 243,636 SH   SOLE   243,636 0 0
PVH CORP COM 693656100 13,871 101,100 SH   SOLE   101,100 0 0
QEP RES INC COM 74733V100 7,628 797,443 SH   SOLE   797,443 0 0
RAYTHEON CO COM NEW 755111507 17,538 93,343 SH   SOLE   93,343 0 0
REINSURANCE GROUP AMER INC COM 759351604 6,249 40,069 SH   SOLE   40,069 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 31,454 366,622 SH   SOLE   366,622 0 0
REXFORD INDL RLTY INC COM 76169C100 3,134 107,454 SH   SOLE   107,454 0 0
ROCKWELL AUTOMATION INC COM 773903109 61,379 312,416 SH   SOLE   312,416 0 0
RPC INC COM 749660106 3,140 122,957 SH   SOLE   122,957 0 0
S&P GLOBAL INC COM 78409V104 32,834 193,737 SH   SOLE   193,737 0 0
SCHLUMBERGER LTD COM 806857108 88,738 1,315,013 SH   SOLE   1,315,013 0 0
SCHWAB CHARLES CORP NEW COM 808513105 46,829 911,520 SH   SOLE   911,520 0 0
SEALED AIR CORP NEW COM 81211K100 9,388 190,398 SH   SOLE   190,398 0 0
SERVISFIRST BANCSHARES INC COM COM 81768T108 5,729 138,027 SH   SOLE   138,027 0 0
SL GREEN RLTY CORP COM 78440X101 15,210 150,674 SH   SOLE   150,674 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,285 49,110 SH   SOLE   49,110 0 0
STARBUCKS CORP COM 855244109 168 2,928 SH   SOLE   2,928 0 0
STERICYCLE INC COM 858912108 9,540 140,300 SH   SOLE   140,300 0 0
SUMMIT MATLS INC CL A 86614U100 24,173 768,998 SH   SOLE   768,998 0 0
SUN CMNTYS INC COM 866674104 4,913 52,951 SH   SOLE   52,951 0 0
SVB FINL GROUP COM 78486Q101 32,331 138,292 SH   SOLE   138,292 0 0
SYNAPTICS INC COM 87157D109 8,058 201,687 SH   SOLE   201,687 0 0
SYNCHRONY FINL COM 87165B103 178,901 4,632,975 SH   SOLE   4,632,975 0 0
SYNOVUS FINL CORP COM NEW 87161C501 8,164 170,268 SH   SOLE   170,268 0 0
T MOBILE US INC COM 872590104 13,739 216,315 SH   SOLE   216,315 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 20,860 190,026 SH   SOLE   190,026 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 7,230 141,361 SH   SOLE   141,361 0 0
TERADYNE INC COM 880770102 7,193 171,767 SH   SOLE   171,767 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 18,619 97,995 SH   SOLE   97,995 0 0
THOR INDS INC COM 885160101 11,771 78,100 SH   SOLE   78,100 0 0
TIME WARNER INC COM 887317303 32,660 356,586 SH   SOLE   356,586 0 0
TIMKEN CO COM 887389104 4,979 101,348 SH   SOLE   101,348 0 0
TRI POINTE GROUP INC COM 87265H109 9,387 524,000 SH   SOLE   524,000 0 0
TYSON FOODS INC CL A 902494103 26,190 323,000 SH   SOLE   323,000 0 0
ULTA BEAUTY INC COM 90384S303 2,684 12,000 SH   SOLE   12,000 0 0
UNION PAC CORP COM 907818108 15,805 117,734 SH   SOLE   117,734 0 0
UNITED RENTALS INC COM 911363109 40,685 236,671 SH   SOLE   236,671 0 0
UNITEDHEALTH GROUP INC COM 91324P102 91,828 415,954 SH   SOLE   415,954 0 0
UNUM GROUP COM 91529Y106 10,578 192,700 SH   SOLE   192,700 0 0
US BANCORP DEL COM NEW 902973304 14,666 273,541 SH   SOLE   273,541 0 0
VAIL RESORTS INC COM 91879Q109 9,872 46,490 SH   SOLE   46,490 0 0
VALERO ENERGY CORP NEW COM 91913Y100 12,796 139,200 SH   SOLE   139,200 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 16,003 301,800 SH   SOLE   301,800 0 0
VISA INC COM CL A 92826C839 19,067 166,862 SH   SOLE   166,862 0 0
VISTRA ENERGY CORP COM 92840M102 7,989 435,984 SH   SOLE   435,984 0 0
VOYA FINL INC COM 929089100 3,037 61,382 SH   SOLE   61,382 0 0
VULCAN MATLS CO COM 929160109 8,881 69,179 SH   SOLE   69,179 0 0
WABCO HLDGS INC COM 92927K102 27,077 188,777 SH   SOLE   188,777 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 14,046 193,400 SH   SOLE   193,400 0 0
WATERS CORP COM 941848103 33,960 175,730 SH   SOLE   175,730 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 9,637 47,901 SH   SOLE   47,901 0 0
WELLS FARGO & CO NEW COM 949746101 409 6,737 SH   SOLE   6,737 0 0
WESTERN ALLIANCE BANCORP COM 957638109 6,763 119,395 SH   SOLE   119,395 0 0
WESTERN DIGITAL CORP COM 958102105 82,275 1,034,454 SH   SOLE   1,034,454 0 0
WESTERN UN CO COM 959802109 3,859 202,946 SH   SOLE   202,946 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 9,318 304,656 SH   SOLE   304,656 0 0
ZIONS BANCORPORATION COM 989701107 162,214 3,191,003 SH   SOLE   3,191,003 0 0
ZOETIS INC CL A 98978V103 43,395 601,915 SH   SOLE   601,915 0 0