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 15,903 189,265 SH   SOLE   189,265 0 0
ABBOTT LABS COM 002824100 17,720 295,699 SH   SOLE   295,699 0 0
ABBVIE INC COM 00287Y109 174,180 1,840,811 SH   SOLE   1,840,811 0 0
ABIOMED INC COM 003654100 3,330 11,444 SH   SOLE   11,444 0 0
ACTIVISION BLIZZARD INC COM 00507V109 45,757 678,583 SH   SOLE   678,583 0 0
ADOBE SYS INC COM 00724F101 9,724 45,000 SH   SOLE   45,000 0 0
ADVANCED ENERGY INDS COM 007973100 16,092 251,877 SH   SOLE   251,877 0 0
AG MTG INVT TR INC COM 001228105 1,590 91,545 SH   SOLE   91,545 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 46,570 695,860 SH   SOLE   695,860 0 0
AGNC INVT CORP COM 00123Q104 1,561 82,534 SH   SOLE   82,534 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 5,717 26,849 SH   SOLE   26,849 0 0
ALPHABET INC CAP STK CL A 02079K305 151,668 147,011 SH   SOLE   147,011 0 0
ALTRIA GROUP INC COM 02209S103 21,373 342,926 SH   SOLE   342,926 0 0
AMAZON COM INC COM 023135106 104,480 72,305 SH   SOLE   72,305 0 0
AMGEN INC COM 031162100 9,345 54,820 SH   SOLE   54,820 0 0
ANADARKO PETE CORP COM 032511107 1,493 24,712 SH   SOLE   24,712 0 0
ANDEAVOR COM 03349M105 12,650 125,802 SH   SOLE   125,802 0 0
ANNALY CAP MGMT INC COM 035710409 41,985 4,027,272 SH   SOLE   4,027,272 0 0
ANTHEM INC COM 036752103 30,511 138,864 SH   SOLE   138,864 0 0
APPLE INC COM 037833100 403 2,401 SH   SOLE   2,401 0 0
APPLIED MATLS INC COM 038222105 115,500 2,076,777 SH   SOLE   2,076,777 0 0
ARISTA NETWORKS INC COM 040413106 9,449 37,000 SH   SOLE   37,000 0 0
ASPEN TECHNOLOGY INC COM 045327103 15,450 195,830 SH   SOLE   195,830 0 0
AT&T INC COM 00206R102 9,841 276,000 SH   SOLE   276,000 0 0
AVERY DENNISON CORP COM 053611109 18,234 171,588 SH   SOLE   171,588 0 0
AXOGEN INC COM 05463X106 6,889 188,882 SH   SOLE   188,882 0 0
BANK AMER CORP COM 060505104 171,853 5,733,149 SH   SOLE   5,733,149 0 0
BAXTER INTL INC COM 071813109 11,316 173,935 SH   SOLE   173,935 0 0
BECTON DICKINSON & CO COM 075887109 402 1,855 SH   SOLE   1,855 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 72,020 360,937 SH   SOLE   360,937 0 0
BEST BUY INC COM 086516101 95,626 1,366,380 SH   SOLE   1,366,380 0 0
BIOGEN INC COM 09062X103 5,291 19,325 SH   SOLE   19,325 0 0
BIOXCEL THERAPEUTICS INC COM 09075P105 12,237 1,210,435 SH   SOLE   1,210,435 0 0
BLACK KNIGHT INC COM 09215C105 5,559 118,210 SH   SOLE   118,210 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 54,682 1,709,919 SH   SOLE   1,709,919 0 0
BOEING CO COM 097023105 57,565 175,596 SH   SOLE   175,596 0 0
BOOKING HLDGS INC COM 09857L108 18,411 8,852 SH   SOLE   8,852 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 38,476 993,823 SH   SOLE   993,823 0 0
BOSTON SCIENTIFIC CORP COM 101137107 21,995 804,987 SH   SOLE   804,987 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 17,031 170,734 SH   SOLE   170,734 0 0
BRINKER INTL INC COM 109641100 25,264 699,733 SH   SOLE   699,733 0 0
BROADCOM LTD SHS Y09827109 39,133 166,044 SH   SOLE   166,044 0 0
BURLINGTON STORES INC COM 122017106 30,415 228,437 SH   SOLE   228,437 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 11,157 303,406 SH   SOLE   303,406 0 0
CAESARS ENTMT CORP COM 127686103 14,984 1,328,988 SH   SOLE   1,328,988 0 0
CARLYLE GROUP L P COM UTS LTD PTN 14309L102 62,146 2,907,540 SH   SOLE   2,907,540 0 0
CATALENT INC COM 148806102 2,731 66,532 SH   SOLE   66,532 0 0
CATERPILLAR INC DEL COM 149123101 13,249 89,900 SH   SOLE   89,900 0 0
CELANESE CORP DEL COM SER A 150870103 18,238 182,010 SH   SOLE   182,010 0 0
CELGENE CORP COM 151020104 116 1,301 SH   SOLE   1,301 0 0
CENTENE CORP DEL COM 15135B101 38,832 363,514 SH   SOLE   363,514 0 0
SCHWAB CHARLES CORP NEW COM 808513105 23,846 458,406 SH   SOLE   458,406 0 0
CHEGG INC COM 163092109 6,580 318,565 SH   SOLE   318,565 0 0
CHEVRON CORP NEW COM 166764100 2,769 24,280 SH   SOLE   24,280 0 0
CHURCHILL DOWNS INC COM 171484108 51,440 210,734 SH   SOLE   210,734 0 0
CIENA CORP COM NEW 171779309 11,390 439,698 SH   SOLE   439,698 0 0
CINTAS CORP COM 172908105 118,453 694,758 SH   SOLE   694,758 0 0
CITIGROUP INC COM NEW 172967424 226,355 3,281,008 SH   SOLE   3,281,008 0 0
CITIZENS FINL GROUP INC COM 174610105 38,541 919,945 SH   SOLE   919,945 0 0
CME GROUP INC COM CL A 12572Q105 15,249 94,579 SH   SOLE   94,579 0 0
COGNEX CORP COM 192422103 2,793 53,715 SH   SOLE   53,715 0 0
COMERICA INC COM 200340107 98,149 1,024,604 SH   SOLE   1,024,604 0 0
CONOCOPHILLIPS COM 20825C104 8,259 139,265 SH   SOLE   139,265 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,883 31,953 SH   SOLE   31,953 0 0
CORELOGIC INC COM 21871D103 4,992 110,392 SH   SOLE   110,392 0 0
CRANE CO COM 224399105 8,888 95,800 SH   SOLE   95,800 0 0
CROWN HOLDINGS INC COM 228368106 21,103 415,905 SH   SOLE   415,905 0 0
CUMMINS INC COM 231021106 20,313 125,300 SH   SOLE   125,300 0 0
DIAMONDBACK ENERGY INC COM 25278X109 13,456 106,357 SH   SOLE   106,357 0 0
DICKS SPORTING GOODS INC COM 253393102 11,161 318,400 SH   SOLE   318,400 0 0
DISH NETWORK CORP CL A 25470M109 8,662 228,587 SH   SOLE   228,587 0 0
DOLBY LABORATORIES INC COM 25659T107 4,777 75,133 SH   SOLE   75,133 0 0
DROPBOX INC CL A 26210C104 3 104 SH   SOLE   104 0 0
DST SYS INC DEL COM 233326107 5,959 71,294 SH   SOLE   71,294 0 0
EAST WEST BANCORP INC COM 27579R104 8,208 131,247 SH   SOLE   131,247 0 0
EASTMAN CHEM CO COM 277432100 21,118 200,000 SH   SOLE   200,000 0 0
EBAY INC COM 278642103 6,036 149,975 SH   SOLE   149,975 0 0
ELECTRONIC ARTS INC COM 285512109 78,580 648,109 SH   SOLE   648,109 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 570 23,255 SH   SOLE   23,255 0 0
EOG RES INC COM 26875P101 1,421 13,496 SH   SOLE   13,496 0 0
EQUIFAX INC COM 294429105 293 2,487 SH   SOLE   2,487 0 0
LAUDER ESTEE COS INC CL A 518439104 18,357 122,632 SH   SOLE   122,632 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 6,428 116,021 SH   SOLE   116,021 0 0
EXXON MOBIL CORP COM 30231G102 2,263 30,328 SH   SOLE   30,328 0 0
FACEBOOK INC CL A 30303M102 30,189 188,900 SH   SOLE   188,900 0 0
FEDEX CORP COM 31428X106 11,729 48,850 SH   SOLE   48,850 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 334 3,469 SH   SOLE   3,469 0 0
FIFTH THIRD BANCORP COM 316773100 25,369 799,141 SH   SOLE   799,141 0 0
FINISAR CORP COM NEW 31787A507 1,400 88,539 SH   SOLE   88,539 0 0
FINISH LINE INC CL A 317923100 20 1,500 SH   SOLE   1,500 0 0
FITBIT INC CL A 33812L102 19,330 3,787,000 SH   SOLE   3,787,000 0 0
FIVE BELOW INC COM 33829M101 4,705 64,138 SH   SOLE   64,138 0 0
FOOT LOCKER INC COM 344849104 5,312 116,650 SH   SOLE   116,650 0 0
GARDNER DENVER HLDGS INC COM 36555P107 2,975 96,999 SH   SOLE   96,999 0 0
GENERAL ELECTRIC CO COM 369604103 2,029 150,500 SH   SOLE   150,500 0 0
GENERAL MTRS CO COM 37045V100 168,165 4,626,951 SH   SOLE   4,626,951 0 0
GEO GROUP INC NEW COM 36162J106 20,209 987,470 SH   SOLE   987,470 0 0
GILEAD SCIENCES INC COM 375558103 9,482 125,765 SH   SOLE   125,765 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 85,215 338,441 SH   SOLE   338,441 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 9,720 633,418 SH   SOLE   633,418 0 0
HASBRO INC COM 418056107 6,583 78,099 SH   SOLE   78,099 0 0
HEALTHCARE SVCS GRP INC COM 421906108 2,487 57,221 SH   SOLE   57,221 0 0
HESS CORP COM 42809H107 91,811 1,813,550 SH   SOLE   1,813,550 0 0
HOME DEPOT INC COM 437076102 13,147 73,843 SH   SOLE   73,843 0 0
HP INC COM 40434L105 20,642 941,500 SH   SOLE   941,500 0 0
HUMANA INC COM 444859102 25,678 95,538 SH   SOLE   95,538 0 0
HUNTINGTON BANCSHARES INC COM 446150104 840 55,662 SH   SOLE   55,662 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 82,728 320,956 SH   SOLE   320,956 0 0
INTEL CORP COM 458140100 74,041 1,429,086 SH   SOLE   1,429,086 0 0
INTUIT COM 461202103 26,431 152,496 SH   SOLE   152,496 0 0
IPG PHOTONICS CORP COM 44980X109 8,506 36,447 SH   SOLE   36,447 0 0
ITT INC COM 45073V108 10,618 216,900 SH   SOLE   216,900 0 0
HENRY JACK & ASSOC INC COM 426281101 7,249 59,920 SH   SOLE   59,920 0 0
JPMORGAN CHASE & CO COM 46625H100 69,472 631,881 SH   SOLE   631,881 0 0
JUNIPER NETWORKS INC COM 48203R104 17,414 715,901 SH   SOLE   715,901 0 0
K2M GROUP HLDGS INC COM 48273J107 5,259 277,421 SH   SOLE   277,421 0 0
KKR & CO L P DEL COM UNITS 48248M102 84,767 4,176,718 SH   SOLE   4,176,718 0 0
KLA-TENCOR CORP COM 482480100 3,357 30,793 SH   SOLE   30,793 0 0
KNIGHT TRANSN INC COM 499064103 34,421 747,884 SH   SOLE   747,884 0 0
KOSMOS ENERGY LTD SHS G5315B107 3,311 750,000 SH   SOLE   750,000 0 0
L BRANDS INC COM 501797104 14,105 369,178 SH   SOLE   369,178 0 0
LAM RESEARCH CORP COM 512807108 31,281 153,962 SH   SOLE   153,962 0 0
LAMB WESTON HLDGS INC COM 513272104 28,237 485,050 SH   SOLE   485,050 0 0
LAS VEGAS SANDS CORP COM 517834107 52,617 731,858 SH   SOLE   731,858 0 0
LEAR CORP COM NEW 521865204 18,773 100,856 SH   SOLE   100,856 0 0
LEIDOS HLDGS INC COM 525327102 14,320 218,984 SH   SOLE   218,984 0 0
LEUCADIA NATL CORP COM 527288104 12,249 538,790 SH   SOLE   538,790 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 28,878 337,029 SH   SOLE   337,029 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 23,275 592,689 SH   SOLE   592,689 0 0
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 322 10,421 SH   SOLE   10,421 0 0
LINCOLN NATL CORP IND COM 534187109 16,309 223,200 SH   SOLE   223,200 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 6,414 152,179 SH   SOLE   152,179 0 0
LOCKHEED MARTIN CORP COM 539830109 287 849 SH   SOLE   849 0 0
LUMENTUM HLDGS INC COM 55024U109 12,022 188,508 SH   SOLE   188,508 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 49,285 466,424 SH   SOLE   466,424 0 0
MARKETAXESS HLDGS INC COM 57060D108 18,889 86,880 SH   SOLE   86,880 0 0
MASCO CORP COM 574599106 299 7,388 SH   SOLE   7,388 0 0
MASTERCARD INC COM 57636Q104 41,962 239,632 SH   SOLE   239,632 0 0
MATADOR RES CO COM 576485205 3,891 130,150 SH   SOLE   130,150 0 0
MCDONALDS CORP COM 580135101 6,103 38,486 SH   SOLE   38,486 0 0
MERCURY SYS INC COM 589378108 3,422 70,822 SH   SOLE   70,822 0 0
METLIFE INC COM 59156R108 22,590 492,168 SH   SOLE   492,168 0 0
MICRON TECHNOLOGY INC COM 595112103 160,023 3,070,534 SH   SOLE   3,070,534 0 0
MICROSOFT CORP COM NEW 594918104 82,835 907,834 SH   SOLE   907,834 0 0
MONDELEZ INTL INC CL A 609207105 27,689 663,600 SH   SOLE   663,600 0 0
MSCI INC COM 55354G100 37,343 249,876 SH   SOLE   249,876 0 0
MYLAN N V SHS EURO N59465109 2,882 70,000 SH   SOLE   70,000 0 0
NEOPHOTONICS CORP COM 64051T100 4,698 685,306 SH   SOLE   685,306 0 0
NETAPP INC COM 64110D104 13,452 218,200 SH   SOLE   218,200 0 0
NEVRO CORP COM 64157F103 6,835 78,911 SH   SOLE   78,911 0 0
NEWFIELD EXPL CO COM 651290108 21,768 890,851 SH   SOLE   890,851 0 0
NEXTERA ENERGY INC COM 65339F101 600 3,672 SH   SOLE   3,672 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 6,825 170,455 SH   SOLE   170,455 0 0
NIKE INC COM 654106103 35,291 532,901 SH   SOLE   532,901 0 0
NORDSTROM INC COM 655664100 4,349 89,855 SH   SOLE   89,855 0 0
NORFOLK SOUTHERN CORP COM 655844108 152,355 1,121,996 SH   SOLE   1,121,996 0 0
NUTANIX INC CL A 67059N108 15,801 321,781 SH   SOLE   321,781 0 0
OASIS PETE INC NEW COM 674215108 568 70,028 SH   SOLE   70,028 0 0
OCH ZIFF CAP MGMT GROUP CL A 67551U105 8,888 3,310,149 SH   SOLE   3,310,149 0 0
ORACLE CORP COM 68389X105 72,450 1,583,083 SH   SOLE   1,583,083 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 41,201 166,532 SH   SOLE   166,532 0 0
OWENS CORNING NEW COM 690742101 9,417 117,100 SH   SOLE   117,100 0 0
PATTERSON UTI ENERGY INC COM 703481101 9,785 558,994 SH   SOLE   558,994 0 0
PAYPAL HLDGS INC COM 70450Y103 49,098 646,372 SH   SOLE   646,372 0 0
PEPSICO INC COM 713448108 19,514 178,777 SH   SOLE   178,777 0 0
PFIZER INC COM 717081103 18,784 528,970 SH   SOLE   528,970 0 0
PHILIP MORRIS INTL INC COM 718172109 36,730 369,465 SH   SOLE   369,465 0 0
PIONEER NAT RES CO COM 723787107 228 1,326 SH   SOLE   1,326 0 0
PNC FINL SVCS GROUP INC COM 693475105 10,706 70,800 SH   SOLE   70,800 0 0
PREMIER INC COM 74051N102 15,166 484,278 SH   SOLE   484,278 0 0
PROLOGIS INC COM 74340W103 6,656 105,663 SH   SOLE   105,663 0 0
PVH CORP COM 693656100 5,770 38,100 SH   SOLE   38,100 0 0
RAYTHEON CO COM NEW 755111507 36,179 168,058 SH   SOLE   168,058 0 0
REINSURANCE GROUP AMER INC COM 759351604 5,715 37,103 SH   SOLE   37,103 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 66,909 780,500 SH   SOLE   780,500 0 0
ROCKWELL AUTOMATION INC COM 773903109 57,939 330,941 SH   SOLE   330,941 0 0
S&P GLOBAL INC COM 78409V104 40,011 210,031 SH   SOLE   210,031 0 0
SALESFORCE COM INC COM 79466L302 8,860 76,200 SH   SOLE   76,200 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 6,059 371,611 SH   SOLE   371,611 0 0
SCHLUMBERGER LTD COM 806857108 100,347 1,548,930 SH   SOLE   1,548,930 0 0
SEALED AIR CORP NEW COM 81211K100 7,694 179,794 SH   SOLE   179,794 0 0
SERVISFIRST BANCSHARES INC COM COM 81768T108 5,632 138,027 SH   SOLE   138,027 0 0
SL GREEN RLTY CORP COM 78440X101 20,347 210,146 SH   SOLE   210,146 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,111 49,110 SH   SOLE   49,110 0 0
STERICYCLE INC COM 858912108 3,517 60,100 SH   SOLE   60,100 0 0
SUMMIT MATLS INC CL A 86614U100 25,286 835,197 SH   SOLE   835,197 0 0
SVB FINL GROUP COM 78486Q101 31,998 133,312 SH   SOLE   133,312 0 0
SYNAPTICS INC COM 87157D109 13,176 288,101 SH   SOLE   288,101 0 0
SYNCHRONY FINL COM 87165B103 157,620 4,700,206 SH   SOLE   4,700,206 0 0
SYNOPSYS INC COM 871607107 13,878 166,711 SH   SOLE   166,711 0 0
SYNOVUS FINL CORP COM NEW 87161C501 8,504 170,268 SH   SOLE   170,268 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,586 26,450 SH   SOLE   26,450 0 0
TARGA RES CORP COM 87612G101 17,167 390,108 SH   SOLE   390,108 0 0
TERADYNE INC COM 880770102 21,801 477,008 SH   SOLE   477,008 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 21,241 102,878 SH   SOLE   102,878 0 0
THOR INDS INC COM 885160101 13,487 117,100 SH   SOLE   117,100 0 0
TIME WARNER INC COM 887317303 40,132 423,984 SH   SOLE   423,984 0 0
TIMKEN CO COM 887389104 40,298 884,241 SH   SOLE   884,241 0 0
T MOBILE US INC COM 872590104 12,904 211,415 SH   SOLE   211,415 0 0
TRI POINTE GROUP INC COM 87265H109 9,762 594,000 SH   SOLE   594,000 0 0
TYSON FOODS INC CL A 902494103 31,060 424,400 SH   SOLE   424,400 0 0
UNION PAC CORP COM 907818108 18,400 136,907 SH   SOLE   136,907 0 0
UNITED RENTALS INC COM 911363109 48,597 281,387 SH   SOLE   281,387 0 0
UNITEDHEALTH GROUP INC COM 91324P102 80,542 366,326 SH   SOLE   366,326 0 0
US BANCORP DEL COM NEW 902973304 27,174 538,039 SH   SOLE   538,039 0 0
VAIL RESORTS INC COM 91879Q109 11,785 53,160 SH   SOLE   53,160 0 0
VALERO ENERGY CORP NEW COM 91913Y100 21,311 229,800 SH   SOLE   229,800 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 20,134 421,000 SH   SOLE   421,000 0 0
VISA INC COM CL A 92826C839 15,650 130,833 SH   SOLE   130,833 0 0
VISTRA ENERGY CORP COM 92840M102 12,786 613,957 SH   SOLE   613,957 0 0
VOYA FINL INC COM 929089100 19,664 389,571 SH   SOLE   389,571 0 0
VULCAN MATLS CO COM 929160109 12,530 109,763 SH   SOLE   109,763 0 0
WABCO HLDGS INC COM 92927K102 14,998 111,981 SH   SOLE   111,981 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 17,106 261,300 SH   SOLE   261,300 0 0
DISNEY WALT CO COM DISNEY 254687106 804 8,000 SH   SOLE   8,000 0 0
WATERS CORP COM 941848103 44,244 222,692 SH   SOLE   222,692 0 0
WEBSTER FINL CORP CONN COM 947890109 4,421 79,817 SH   SOLE   79,817 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 12,594 65,005 SH   SOLE   65,005 0 0
WELLS FARGO & CO NEW COM 949746101 7,864 150,037 SH   SOLE   150,037 0 0
WESTERN ALLIANCE BANCORP COM 957638109 9,505 163,607 SH   SOLE   163,607 0 0
WESTERN DIGITAL CORP COM 958102105 168,909 1,830,787 SH   SOLE   1,830,787 0 0
WYNN RESORTS LTD COM 983134107 3,787 20,764 SH   SOLE   20,764 0 0
ZIONS BANCORPORATION COM 989701107 170,913 3,241,573 SH   SOLE   3,241,573 0 0
ZOETIS INC CL A 98978V103 52,079 626,664 SH   SOLE   626,664 0 0