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
ABIOMED INC COM 003654100 6,106 32,580 SH   SOLE   32,580 0 0
ADOBE SYS INC COM 00724F101 384,294 2,192,956 SH   SOLE   2,192,956 0 0
AETNA INC NEW COM 00817Y108 6,950 38,530 SH   SOLE   38,530 0 0
AKORN INC COM 009728106 6,971 216,280 SH   SOLE   216,280 0 0
ALASKA AIR GROUP INC COM 011659109 6,364 86,580 SH   SOLE   86,580 0 0
ALCOA CORP COM 013872106 6,289 116,740 SH   SOLE   116,740 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 65,277 378,572 SH   SOLE   378,572 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,699 25,650 SH   SOLE   25,650 0 0
ALLSTATE CORP COM 020002101 6,931 66,190 SH   SOLE   66,190 0 0
ALLY FINL INC COM 02005N100 6,678 229,020 SH   SOLE   229,020 0 0
ALPHABET INC CAP STK CL C 02079K107 359,920 343,960 SH   SOLE   343,960 0 0
AMBEV SA SPONSORED ADR 02319V103 50,200 7,770,958 SH   SOLE   7,770,958 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 17,035 906,132 SH   SOLE   906,132 0 0
AMERICAN EXPRESS CO COM 025816109 6,487 65,320 SH   SOLE   65,320 0 0
ANDEAVOR COM 03349M105 248,860 2,176,489 SH   SOLE   2,176,489 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 252,258 2,261,184 SH   SOLE   2,261,184 0 0
ANTHEM INC COM 036752103 6,570 29,200 SH   SOLE   29,200 0 0
APPLE INC COM 037833100 6,407 37,860 SH   SOLE   37,860 0 0
APPLIED MATLS INC COM 038222105 7,009 137,100 SH   SOLE   137,100 0 0
ARISTA NETWORKS INC COM 040413106 6,226 26,430 SH   SOLE   26,430 0 0
BAIDU INC SPON ADR REP A 056752108 5,968 25,480 SH   SOLE   25,480 0 0
BARNES & NOBLE INC COM 067774109 1,365 203,723 SH   SOLE   203,723 0 0
BAXTER INTL INC COM 071813109 6,995 108,210 SH   SOLE   108,210 0 0
BECTON DICKINSON & CO COM 075887109 2,188 10,223 SH   SOLE   10,223 0 0
BED BATH & BEYOND INC COM 075896100 7,802 354,792 SH   SOLE   354,792 0 0
BEST BUY INC COM 086516101 11,193 163,480 SH   SOLE   163,480 0 0
BHP BILLITON PLC SPONSORED ADR 05545E209 5,775 143,300 SH   SOLE   143,300 0 0
BJS RESTAURANTS INC COM 09180C106 8,173 224,539 SH   SOLE   224,539 0 0
BLACKBAUD INC COM 09227Q100 5,852 61,930 SH   SOLE   61,930 0 0
BLOOMIN BRANDS INC COM 094235108 14,435 676,447 SH   SOLE   676,447 0 0
BOEING CO COM 097023105 8,897 30,170 SH   SOLE   30,170 0 0
BRINKER INTL INC COM 109641100 7,681 197,750 SH   SOLE   197,750 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 76,098 1,135,965 SH   SOLE   1,135,965 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,483 155,030 SH   SOLE   155,030 0 0
CARTER INC COM 146229109 8,647 73,600 SH   SOLE   73,600 0 0
CASEYS GEN STORES INC COM 147528103 15,538 138,810 SH   SOLE   138,810 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 6,522 1,739,167 SH   SOLE   1,739,167 0 0
CHEMOURS CO COM 163851108 5,149 102,860 SH   SOLE   102,860 0 0
CHICOS FAS INC COM 168615102 7,704 873,430 SH   SOLE   873,430 0 0
CHILDRENS PL INC COM 168905107 10,068 69,270 SH   SOLE   69,270 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,104 31,500 SH   SOLE   31,500 0 0
CIENA CORP COM NEW 171779309 50,962 2,434,864 SH   SOLE   2,434,864 0 0
CITIZENS FINL GROUP INC COM 174610105 6,315 150,420 SH   SOLE   150,420 0 0
CITRIX SYS INC COM 177376100 6,244 70,960 SH   SOLE   70,960 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 8,614 121,290 SH   SOLE   121,290 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 460 6,399 SH   SOLE   6,399 0 0
COMMSCOPE HLDG CO INC COM 20337X109 75,894 2,006,180 SH   SOLE   2,006,180 0 0
CONNS INC COM 208242107 5,201 146,303 SH   SOLE   146,303 0 0
CONSTELLATION BRANDS INC CL A 21036P108 150,653 659,110 SH   SOLE   659,110 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 1,599 10,062 SH   SOLE   10,062 0 0
CREDIT ACCEP CORP MICH COM 225310101 5,852 18,090 SH   SOLE   18,090 0 0
CROCS INC COM 227046109 3,784 299,347 SH   SOLE   299,347 0 0
DARDEN RESTAURANTS INC COM 237194105 10,731 111,760 SH   SOLE   111,760 0 0
DINEEQUITY INC COM 254423106 7,302 143,936 SH   SOLE   143,936 0 0
DOLLAR GEN CORP NEW COM 256677105 20,354 218,840 SH   SOLE   218,840 0 0
DOLLAR TREE INC COM 256746108 14,940 139,220 SH   SOLE   139,220 0 0
DOWDUPONT INC COM 26078J100 289,115 4,059,462 SH   SOLE   4,059,462 0 0
DSW INC CL A 23334L102 9,840 459,584 SH   SOLE   459,584 0 0
DXC TECHNOLOGY CO COM 23355L106 327,990 3,456,165 SH   SOLE   3,456,165 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 7,118 143,590 SH   SOLE   143,590 0 0
EBAY INC COM 278642103 9,354 247,850 SH   SOLE   247,850 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,956 79,460 SH   SOLE   79,460 0 0
ELECTRONIC ARTS INC COM 285512109 8,949 85,180 SH   SOLE   85,180 0 0
ENTEGRIS INC COM 29362U104 6,717 220,590 SH   SOLE   220,590 0 0
ENVISION HEALTHCARE CORP COM 29414D100 345,675 10,002,182 SH   SOLE   10,002,182 0 0
ETSY INC COM 29786A106 21,709 1,061,552 SH   SOLE   1,061,552 0 0
EXPEDIA INC DEL COM NEW 30212P303 6,429 53,680 SH   SOLE   53,680 0 0
FACEBOOK INC CL A 30303M102 514,706 2,916,842 SH   SOLE   2,916,842 0 0
FERRARI N V COM N3167Y103 5,972 56,960 SH   SOLE   56,960 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 5,330 298,740 SH   SOLE   298,740 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 6,666 169,890 SH   SOLE   169,890 0 0
FINISH LINE INC CL A 317923100 4,108 282,707 SH   SOLE   282,707 0 0
FIVE BELOW INC COM 33829M101 13,507 203,659 SH   SOLE   203,659 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 73,154 380,158 SH   SOLE   380,158 0 0
FOOT LOCKER INC COM 344849104 6,454 137,674 SH   SOLE   137,674 0 0
FOSSIL GROUP INC COM 34988V106 1,658 213,441 SH   SOLE   213,441 0 0
GENERAC HLDGS INC COM 368736104 7,493 151,310 SH   SOLE   151,310 0 0
GNC HLDGS INC COM CL A 36191G107 2,494 676,010 SH   SOLE   676,010 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 7,439 29,200 SH   SOLE   29,200 0 0
GRAND CANYON ED INC COM 38526M106 7,454 83,260 SH   SOLE   83,260 0 0
HASBRO INC COM 418056107 6,731 74,060 SH   SOLE   74,060 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 2,608 118,000 SH   SOLE   118,000 0 0
HIBBETT SPORTS INC COM 428567101 9,551 468,188 SH   SOLE   468,188 0 0
HOME DEPOT INC COM 437076102 1,497 7,900 SH   SOLE   7,900 0 0
HUMANA INC COM 444859102 9,032 36,410 SH   SOLE   36,410 0 0
HUNTSMAN CORP COM 447011107 6,554 196,890 SH   SOLE   196,890 0 0
IMPAX LABORATORIES INC COM 45256B101 122,008 7,327,798 SH   SOLE   7,327,798 0 0
INGLES MKTS INC CL A 457030104 584 16,868 SH   SOLE   16,868 0 0
INTEL CORP COM 458140100 8,325 180,360 SH   SOLE   180,360 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,861 27,020 SH   SOLE   27,020 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 5,863 43,540 SH   SOLE   43,540 0 0
JOHNSON & JOHNSON COM 478160104 9,434 67,520 SH   SOLE   67,520 0 0
KKR & CO L P DEL COM UNITS 48248M102 5,723 271,760 SH   SOLE   271,760 0 0
KLA-TENCOR CORP COM 482480100 9,211 87,670 SH   SOLE   87,670 0 0
KOHLS CORP COM 500255104 18,011 332,120 SH   SOLE   332,120 0 0
L BRANDS INC COM 501797104 14,494 240,680 SH   SOLE   240,680 0 0
LAM RESEARCH CORP COM 512807108 5,938 32,260 SH   SOLE   32,260 0 0
LAS VEGAS SANDS CORP COM 517834107 94,892 1,365,542 SH   SOLE   1,365,542 0 0
LEAR CORP COM NEW 521865204 7,764 43,950 SH   SOLE   43,950 0 0
LOWES COS INC COM 548661107 92,933 999,925 SH   SOLE   999,925 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 7,879 37,370 SH   SOLE   37,370 0 0
MASTERCARD INCORPORATED CL A 57636Q104 6,728 44,450 SH   SOLE   44,450 0 0
MERCADOLIBRE INC COM 58733R102 7,703 24,480 SH   SOLE   24,480 0 0
MGM RESORTS INTERNATIONAL COM 552953101 296,096 8,867,800 SH   SOLE   8,867,800 0 0
MICHAELS COS INC COM 59408Q106 3,555 146,978 SH   SOLE   146,978 0 0
MICROSOFT CORP COM 594918104 301,700 3,527,000 SH   SOLE   3,527,000 0 0
MICROSTRATEGY INC CL A NEW 594972408 94 717 SH   SOLE   717 0 0
MOLSON COORS BREWING CO CL B 60871R209 305,913 3,727,466 SH   SOLE   3,727,466 0 0
NETFLIX INC COM 64110L106 12,642 65,860 SH   SOLE   65,860 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,278 77,430 SH   SOLE   77,430 0 0
NIKE INC CL B 654106103 10,759 172,010 SH   SOLE   172,010 0 0
NVIDIA CORP COM 67066G104 5,989 30,950 SH   SOLE   30,950 0 0
ON SEMICONDUCTOR CORP COM 682189105 6,928 330,840 SH   SOLE   330,840 0 0
ORACLE CORP COM 68389X105 8,503 179,850 SH   SOLE   179,850 0 0
PACIFIC BIOSCIENCES CALIF IN COM 69404D108 29,629 11,223,094 SH   SOLE   11,223,094 0 0
PAYPAL HLDGS INC COM 70450Y103 1,579 21,450 SH   SOLE   21,450 0 0
PETMED EXPRESS INC COM 716382106 4,352 95,653 SH   SOLE   95,653 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 5,576 541,850 SH   SOLE   541,850 0 0
PRICELINE GRP INC COM NEW 741503403 7,352 4,231 SH   SOLE   4,231 0 0
PRIMERICA INC COM 74164M108 6,623 65,221 SH   SOLE   65,221 0 0
PROTO LABS INC COM 743713109 6,976 67,732 SH   SOLE   67,732 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 6,617 117,314 SH   SOLE   117,314 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 3,809 61,949 SH   SOLE   61,949 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 5,212 332,844 SH   SOLE   332,844 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 5,657 47,430 SH   SOLE   47,430 0 0
S&P GLOBAL INC COM 78409V104 8,279 48,870 SH   SOLE   48,870 0 0
SABRE CORP COM 78573M104 93,093 4,541,121 SH   SOLE   4,541,121 0 0
SCHWAB CHARLES CORP NEW COM 808513105 161,834 3,150,359 SH   SOLE   3,150,359 0 0
SEAWORLD ENTMT INC COM 81282V100 21,163 1,559,523 SH   SOLE   1,559,523 0 0
SHAKE SHACK INC CL A 819047101 7,601 175,943 SH   SOLE   175,943 0 0
SHERWIN WILLIAMS CO COM 824348106 1,946 4,745 SH   SOLE   4,745 0 0
SHIRE PLC SPONSORED ADR 82481R106 257,908 1,662,637 SH   SOLE   1,662,637 0 0
SHUTTERFLY INC COM 82568P304 9,245 185,820 SH   SOLE   185,820 0 0
SINA CORP ORD G81477104 6,295 62,760 SH   SOLE   62,760 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 18,216 273,630 SH   SOLE   273,630 0 0
SKECHERS U S A INC CL A 830566105 20,781 549,177 SH   SOLE   549,177 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 6,303 66,380 SH   SOLE   66,380 0 0
SOTHEBYS COM 835898107 5,516 106,890 SH   SOLE   106,890 0 0
SOUTHWEST AIRLS CO COM 844741108 6,507 99,420 SH   SOLE   99,420 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 9,475 108,600 SH   SOLE   108,600 0 0
SPROUTS FMRS MKT INC COM 85208M102 13,735 564,063 SH   SOLE   564,063 0 0
STEEL DYNAMICS INC COM 858119100 6,410 148,610 SH   SOLE   148,610 0 0
T MOBILE US INC COM 872590104 212,697 3,349,036 SH   SOLE   3,349,036 0 0
TAILORED BRANDS INC COM 87403A107 4,244 194,404 SH   SOLE   194,404 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 6,551 165,220 SH   SOLE   165,220 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,484 77,280 SH   SOLE   77,280 0 0
TAL ED GROUP SPONSORED ADS 874080104 7,232 243,430 SH   SOLE   243,430 0 0
TAPESTRY INC COM 876030107 14,987 338,842 SH   SOLE   338,842 0 0
TARGET CORP COM 87612E106 13,654 209,259 SH   SOLE   209,259 0 0
TERADYNE INC COM 880770102 7,847 187,420 SH   SOLE   187,420 0 0
TIFFANY & CO NEW COM 886547108 23,581 226,853 SH   SOLE   226,853 0 0
TJX COS INC NEW COM 872540109 8,157 106,679 SH   SOLE   106,679 0 0
TWITTER INC COM 90184L102 7,649 318,580 SH   SOLE   318,580 0 0
UNITED RENTALS INC COM 911363109 6,478 37,680 SH   SOLE   37,680 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,565 29,780 SH   SOLE   29,780 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 616,926 5,442,665 SH   SOLE   5,442,665 0 0
URBAN OUTFITTERS INC COM 917047102 8,524 243,140 SH   SOLE   243,140 0 0
VALE S A ADR 91912E105 5,260 430,110 SH   SOLE   430,110 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 9,052 435,630 SH   SOLE   435,630 0 0
VANTIV INC CL A 92210H105 125,571 1,707,281 SH   SOLE   1,707,281 0 0
VISA INC COM CL A 92826C839 411,945 3,612,923 SH   SOLE   3,612,923 0 0
VMWARE INC CL A COM 928563402 9,746 77,770 SH   SOLE   77,770 0 0
WASTE CONNECTIONS INC COM 94106B101 263,616 3,716,045 SH   SOLE   3,716,045 0 0
WATERS CORP COM 941848103 8,294 42,930 SH   SOLE   42,930 0 0
WAYFAIR INC CL A 94419L101 8,705 108,441 SH   SOLE   108,441 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 8,093 182,776 SH   SOLE   182,776 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 8,772 43,620 SH   SOLE   43,620 0 0
WESTERN DIGITAL CORP COM 958102105 7,399 93,040 SH   SOLE   93,040 0 0
WINGSTOP INC COM 974155103 1,821 46,720 SH   SOLE   46,720 0 0
WOLVERINE WORLD WIDE INC COM 978097103 8,280 259,726 SH   SOLE   259,726 0 0
WYNN RESORTS LTD COM 983134107 146,358 868,130 SH   SOLE   868,130 0 0
YANDEX N V SHS CLASS A N97284108 5,363 163,760 SH   SOLE   163,760 0 0
YUM BRANDS INC COM 988498101 16,781 205,620 SH   SOLE   205,620 0 0
ZOES KITCHEN INC COM 98979J109 1,587 94,930 SH   SOLE   94,930 0 0
ZUMIEZ INC COM 989817101 988 47,422 SH   SOLE   47,422 0 0