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 12,386 62,967 SH   SOLE   0 62,967 0
ABBOTT LABORATORIES COM 002824100 13,962 228,937 SH   SOLE   0 228,937 0
AbbVie, Inc. COM 00287Y109 6,772 73,100 SH   SOLE   0 73,100 0
ABIOMED INC COM 003654100 163,762 400,348 SH   SOLE   0 400,348 0
ACCELERON PHARMA INC COM 00434H108 31,908 657,640 SH   SOLE   0 657,640 0
Activision Blizzard, Inc. COM 00507V109 4,945 64,800 SH   SOLE   0 64,800 0
ACXIOM CORPORATION COM 005125109 1,422 47,470 SH   SOLE   0 47,470 0
Adobe Systems Incorporated COM 00724F101 7,533 30,900 SH   SOLE   0 30,900 0
ADVANCED MICRO DEVICES COM 007903107 81,432 5,432,501 SH   SOLE   0 5,432,501 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 39,051 1,324,247 SH   SOLE   0 1,324,247 0
Aetna Inc. COM 00817Y108 5,890 32,100 SH   SOLE   0 32,100 0
AFFILIATED MANAGERS GROUP, INC. COM 008252108 9,287 62,470 SH   SOLE   0 62,470 0
AFLAC INCORPORATED COM 001055102 15,891 369,379 SH   SOLE   0 369,379 0
AGCO CORPORATION COM 001084102 10,400 171,275 SH   SOLE   0 171,275 0
AIMMUNE THERAPEUTICS INC COM 00900T107 25,946 964,906 SH   SOLE   0 964,906 0
AKEBIA THERAPEUTICS INC COM 00972D105 20,566 2,060,804 SH   SOLE   0 2,060,804 0
ALARM.COM HOLDINGS INC COM 011642105 26,184 648,459 SH   SOLE   0 648,459 0
ALASKA AIR GROUP, INC. COM 011659109 17,287 286,250 SH   SOLE   0 286,250 0
ALBANY INTERNATIONAL CORP. COM 012348108 4,061 67,522 SH   SOLE   0 67,522 0
ALBEMARLE CORP COM 012653101 8,025 85,075 SH   SOLE   0 85,075 0
ALIGN TECHNOLOGY I COM 016255101 99,447 290,664 SH   SOLE   0 290,664 0
ALLEGION PLC COM G0176J109 24,898 321,849 SH   SOLE   0 321,849 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 16,863 815,882 SH   SOLE   0 815,882 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 15,449 381,550 SH   SOLE   0 381,550 0
Alphabet Inc. Class A COM 02079K305 13,791 12,214 SH   SOLE   0 12,214 0
Alphabet Inc. Class C COM 02079K107 13,624 12,212 SH   SOLE   0 12,212 0
ALTRIA GROUP INC COM 02209S103 12,675 223,198 SH   SOLE   0 223,198 0
Amazon.com, Inc. COM 023135106 24,307 14,300 SH   SOLE   0 14,300 0
AMBARELLA INC COM G037AX101 2,661 68,912 SH   SOLE   0 68,912 0
Amdocs Limited COM G02602103 3,686 55,700 SH   SOLE   0 55,700 0
AMERCO COM 023586100 10,239 28,750 SH   SOLE   0 28,750 0
AMERICAN EAGLE OUTFITTER COM 02553E106 14,178 609,800 SH   SOLE   0 609,800 0
AMERICAN WATER WOR COM 030420103 26,092 305,600 SH   SOLE   0 305,600 0
AMERIPRISE FINANCIAL INC COM 03076C106 65,925 471,305 SH   SOLE   0 471,305 0
Amgen Inc. COM 031162100 8,269 44,800 SH   SOLE   0 44,800 0
AMICUS THERAPEUTICS INC COM 03152W109 29,042 1,859,320 SH   SOLE   0 1,859,320 0
AMN HEALTHCARE SVS COM 001744101 6,118 104,403 SH   SOLE   0 104,403 0
AMNEAL PHARMACEUTICALS INC COM 03168L105 1,659 101,108 SH   SOLE   0 101,108 0
AMPHENOL CORP-CL A COM 032095101 34,870 400,126 SH   SOLE   0 400,126 0
ANALOG DEVICES INC. COM 032654105 3,686 38,425 SH   SOLE   0 38,425 0
ANDEAVOR COM 03349M105 30,040 229,000 SH   SOLE   0 229,000 0
APPLE INC COM 037833100 24,689 133,377 SH   SOLE   0 133,377 0
Applied Materials, Inc. COM 038222105 2,295 49,700 SH   SOLE   0 49,700 0
APTIV PLC COM G6095L109 34,050 371,612 SH   SOLE   0 371,612 0
ARCH CAPITAL GROUP LTD. COM G0450A105 7,628 288,300 SH   SOLE   0 288,300 0
Archer-Daniels-Midland Company COM 039483102 3,125 68,200 SH   SOLE   0 68,200 0
ARISTA NETWORKS INC COM 040413106 41,482 161,100 SH   SOLE   0 161,100 0
ASPEN TECHNOLOGY, INC. COM 045327103 14,651 157,975 SH   SOLE   0 157,975 0
ASTRONICS CORP COM 046433108 3,841 106,789 SH   SOLE   0 106,789 0
AT&T INC COM 00206R102 15,714 489,404 SH   SOLE   0 489,404 0
ATARA BIOTHERAPEUTICS INC COM 046513107 47,276 1,286,445 SH   SOLE   0 1,286,445 0
ATMOS ENERGY CORPORATION COM 049560105 47,193 523,549 SH   SOLE   0 523,549 0
AUTODESK INC COM 052769106 45,394 346,283 SH   SOLE   0 346,283 0
AXOGEN INC COM 05463X106 31,927 635,364 SH   SOLE   0 635,364 0
BALCHEM CORP COM 057665200 5,443 55,465 SH   SOLE   0 55,465 0
BANCOLOMBIA S.A. ADR 05968L102 15,870 332,143 SH   SOLE   0 332,143 0
Bank of America Corp COM 060505104 2,170 77,000 SH   SOLE   0 77,000 0
Bank of New York Mellon Corporation COM 064058100 3,419 63,400 SH   SOLE   0 63,400 0
BEST BUY INC COM 086516101 15,406 206,575 SH   SOLE   0 206,575 0
BHP BILLITON LIMITED ADR 088606108 9,523 190,431 SH   SOLE   0 190,431 0
BIG LOTS INC COM 089302103 2,598 62,175 SH   SOLE   0 62,175 0
Biogen Inc. COM 09062X103 2,408 8,300 SH   SOLE   0 8,300 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 27,285 690,417 SH   SOLE   0 690,417 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 12,931 137,275 SH   SOLE   0 137,275 0
BIOTELEMETRY INC COM 090672106 6,732 149,604 SH   SOLE   0 149,604 0
BLOCK(H&R)INC COM 093671105 20,752 910,975 SH   SOLE   0 910,975 0
BLUEBIRD BIO INC COM 09609G100 23,981 152,795 SH   SOLE   0 152,795 0
Boeing Company COM 097023105 10,602 31,600 SH   SOLE   0 31,600 0
BOFI HLDG INC COM 05566U108 5,025 122,823 SH   SOLE   0 122,823 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 26,972 263,094 SH   SOLE   0 263,094 0
BRINK'S CO/THE COM 109696104 27,514 345,004 SH   SOLE   0 345,004 0
BRUKER CORPORATION COM 116794108 5,190 178,731 SH   SOLE   0 178,731 0
BRUNSWICK CORP COM 117043109 45,820 710,623 SH   SOLE   0 710,623 0
BUILDERS FIRSTSOURCE INC COM 12008R107 62,074 3,393,907 SH   SOLE   0 3,393,907 0
BURLINGTON STORES INC COM 122017106 88,273 586,421 SH   SOLE   0 586,421 0
BWX TECHNOLOGIES INC COM 05605H100 20,061 321,900 SH   SOLE   0 321,900 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 31,075 371,444 SH   SOLE   0 371,444 0
CAMBREX CORP COM 132011107 4,458 85,235 SH   SOLE   0 85,235 0
CAMDEN PROPERTY TRUST COM 133131102 7,985 87,625 SH   SOLE   0 87,625 0
CAMPING WORLD HOLDINGS INC COM 13462K109 33,265 1,331,687 SH   SOLE   0 1,331,687 0
CANADA GOOSE HOLDINGS INC COM 135086106 19,722 335,135 SH   SOLE   0 335,135 0
CARBONITE INC COM 141337105 6,333 181,474 SH   SOLE   0 181,474 0
CARETRUST REIT INC REIT 14174T107 2,186 130,985 SH   SOLE   0 130,985 0
CARNIVAL CORP COM 143658300 18,133 316,416 SH   SOLE   0 316,416 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,874 35,642 SH   SOLE   0 35,642 0
CASEY'S GENERAL STORES INC COM 147528103 67,628 643,593 SH   SOLE   0 643,593 0
CATALENT INC COM 148806102 24,478 584,355 SH   SOLE   0 584,355 0
Caterpillar Inc. COM 149123101 7,204 53,100 SH   SOLE   0 53,100 0
CBOE GLOBAL MARKETS INC COM 12503M108 8,567 82,321 SH   SOLE   0 82,321 0
CBRE Group, Inc. Class A COM 12504L109 291 61,000 SH   SOLE   0 61,000 0
CELANESE CORPORATION COM 150870103 12,086 108,825 SH   SOLE   0 108,825 0
Celgene Corporation COM 151020104 2,191 27,600 SH   SOLE   0 27,600 0
CENTENE CORP COM 15135B101 55,150 447,616 SH   SOLE   0 447,616 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 19,333 435,420 SH   SOLE   0 435,420 0
CHART INDUSTRIES INC COM 16115Q308 78,121 1,266,557 SH   SOLE   0 1,266,557 0
CHEESECAKE FACTORY COM 163072101 3,643 66,167 SH   SOLE   0 66,167 0
CHEVRON CORP COM 166764100 18,379 145,371 SH   SOLE   0 145,371 0
CHIPOTLE MEXICAN G COM 169656105 42,083 97,558 SH   SOLE   0 97,558 0
CIGNA CORP COM 125509109 27,920 164,285 SH   SOLE   0 164,285 0
CINEMARK HOLDINGS INC COM 17243V102 19,453 554,543 SH   SOLE   0 554,543 0
CISCO SYSTEMS INC COM 17275R102 23,205 539,309 SH   SOLE   0 539,309 0
CITIZENS FINANCIAL GROUP INC COM 174610105 5,029 129,292 SH   SOLE   0 129,292 0
CMS ENERGY CORPORATION COM 125896100 41,359 874,775 SH   SOLE   0 874,775 0
CNO FINANCIAL GROUP, INC. COM 12621E103 3,185 167,276 SH   SOLE   0 167,276 0
COCA-COLA CO/THE COM 191216100 22,736 518,395 SH   SOLE   0 518,395 0
COGNEX CORP COM 192422103 101,674 2,279,193 SH   SOLE   0 2,279,193 0
COHEN & STEERS INC COM 19247A100 4,778 114,563 SH   SOLE   0 114,563 0
COHERENT INC COM 192479103 127,171 813,013 SH   SOLE   0 813,013 0
CONSTELLATION BRANDS INC-A COM 21036P108 43,179 197,285 SH   SOLE   0 197,285 0
Cooper Companies, Inc. COM 216648402 4,897 20,800 SH   SOLE   0 20,800 0
CORNERSTONE ONDEMAND INC COM 21925Y103 71,597 1,509,541 SH   SOLE   0 1,509,541 0
COTIVITI HOLDINGS INC COM 22164K101 61,492 1,393,443 SH   SOLE   0 1,393,443 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 27,219 2,808,990 SH   SOLE   0 2,808,990 0
CRACKER BARREL OLD COM 22410J106 16,818 107,660 SH   SOLE   0 107,660 0
CREDICORP COM G2519Y108 17,004 75,533 SH   SOLE   0 75,533 0
CROWN CASTLE INTL CORP COM 22822V101 14,947 138,633 SH   SOLE   0 138,633 0
CUTERA INC COM 232109108 3,412 84,661 SH   SOLE   0 84,661 0
CVS Health Corporation COM 126650100 1,724 26,800 SH   SOLE   0 26,800 0
CYMABAY THERAPEUTICS INC COM 23257D103 19,422 1,447,270 SH   SOLE   0 1,447,270 0
D.R. Horton, Inc. COM 23331A109 6,109 149,000 SH   SOLE   0 149,000 0
DARDEN RESTAURANTS, INC. COM 237194105 26,342 246,050 SH   SOLE   0 246,050 0
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 29,294 615,426 SH   SOLE   0 615,426 0
DELTA AIR LINES INC COM 247361702 22,010 444,288 SH   SOLE   0 444,288 0
DESCARTES SYS GROUP INC COM 249906108 4,010 123,397 SH   SOLE   0 123,397 0
DEVON ENERGY CORPORATION COM 25179M103 11,729 266,800 SH   SOLE   0 266,800 0
DIAGEO PLC ADR 25243Q205 14,611 101,458 SH   SOLE   0 101,458 0
DIAMONDBACK ENERGY INC COM 25278X109 82,716 628,693 SH   SOLE   0 628,693 0
DOLLAR TREE INC COM 256746108 31,929 375,644 SH   SOLE   0 375,644 0
Domino's Pizza, Inc. COM 25754A201 4,514 16,000 SH   SOLE   0 16,000 0
DOWDUPONT INC COM 26078J100 13,411 203,457 SH   SOLE   0 203,457 0
DXC TECHNOLOGY CO COM 23355L106 100,623 1,248,278 SH   SOLE   0 1,248,278 0
DYAX CORP CVR COM 267CVR991 242 303,243 SH   SOLE   0 303,243 0
DYCOM INDUSTRIES INC. COM 267475101 14,647 154,981 SH   SOLE   0 154,981 0
DYNAVAX TECHNOLOGIES CORP COM 268158201 24,951 1,636,176 SH   SOLE   0 1,636,176 0
E TRADE Financial Corporation COM 269246401 5,449 89,100 SH   SOLE   0 89,100 0
EBAY INC. COM 278642103 9,221 254,300 SH   SOLE   0 254,300 0
EDWARDS LIFESCIENCES CORP COM 28176E108 80,666 554,149 SH   SOLE   0 554,149 0
ELECTRONIC ARTS INC COM 285512109 59,953 425,142 SH   SOLE   0 425,142 0
ELLIE MAE INC COM 28849P100 36,956 355,896 SH   SOLE   0 355,896 0
ENBRIDGE INC COM 29250N105 17,073 478,373 SH   SOLE   0 478,373 0
ENCOMPASS HEALTH CORP COM 29261A100 53,593 791,396 SH   SOLE   0 791,396 0
ENSTAR GROUP LTD COM G3075P101 50,699 244,572 SH   SOLE   0 244,572 0
ENTEGRIS INC COM 29362U104 74,221 2,189,408 SH   SOLE   0 2,189,408 0
ENVESTNET INC COM 29404K106 5,025 91,449 SH   SOLE   0 91,449 0
EPLUS INC COM 294268107 7,550 80,237 SH   SOLE   0 80,237 0
EPR PROPERTIES REIT 26884U109 29,645 457,549 SH   SOLE   0 457,549 0
EVERCORE INC COM 29977A105 15,462 146,625 SH   SOLE   0 146,625 0
EVEREST RE GROUP COM G3223R108 29,323 127,225 SH   SOLE   0 127,225 0
EVERGY INC COM 30034W106 13,032 232,098 SH   SOLE   0 232,098 0
EVERI HOLDINGS INC COM 30034T103 27,643 3,839,352 SH   SOLE   0 3,839,352 0
EVOLENT HEALTH INC - A COM 30050B101 34,384 1,633,453 SH   SOLE   0 1,633,453 0
EXACT SCIENCES CORP COM 30063P105 38,321 640,938 SH   SOLE   0 640,938 0
EXPEDIA GROUP INC COM 30212P303 10,336 86,000 SH   SOLE   0 86,000 0
FABRINET COM G3323L100 2,797 75,826 SH   SOLE   0 75,826 0
Facebook, Inc. Class A COM 30303M102 21,588 111,100 SH   SOLE   0 111,100 0
FIBROGEN INC COM 31572Q808 44,340 708,315 SH   SOLE   0 708,315 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 30,086 1,686,450 SH   SOLE   0 1,686,450 0
FIRSTCASH INC COM 33767D105 42,311 470,910 SH   SOLE   0 470,910 0
FISERV INC. COM 337738108 12,515 168,925 SH   SOLE   0 168,925 0
FLIR SYSTEMS INC COM 302445101 38,612 742,976 SH   SOLE   0 742,976 0
FLOOR & DECOR HOLDINGS INC-A COM 339750101 47,042 953,632 SH   SOLE   0 953,632 0
FLUOR CORP COM 343412102 26,239 537,914 SH   SOLE   0 537,914 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 25,296 471,165 SH   SOLE   0 471,165 0
GARMIN LTD COM H2906T109 5,838 95,700 SH   SOLE   0 95,700 0
General Dynamics Corporation COM 369550108 2,180 11,700 SH   SOLE   0 11,700 0
GENESCO INC COM 371532102 52,473 1,321,749 SH   SOLE   0 1,321,749 0
GENOMIC HEALTH INC COM 37244C101 3,747 74,353 SH   SOLE   0 74,353 0
GEO GROUP INC/THE COM 36162J106 24,099 875,075 SH   SOLE   0 875,075 0
GEOSPACE TECHNOLOGIES CORP COM 37364X109 975 69,372 SH   SOLE   0 69,372 0
G-III APPAREL GP COM 36237H101 3,507 78,996 SH   SOLE   0 78,996 0
GLACIER BANCORP INC COM 37637Q105 26,929 696,212 SH   SOLE   0 696,212 0
Global Payments Inc. COM 37940X102 2,452 22,000 SH   SOLE   0 22,000 0
GRACO INC COM 384109104 42,839 947,349 SH   SOLE   0 947,349 0
GRAINGER W W INC COM 384802104 12,478 40,461 SH   SOLE   0 40,461 0
GREEN DOT CORP-CLASS A COM 39304D102 74,170 1,010,637 SH   SOLE   0 1,010,637 0
GUIDEWIRE SOFTWARE INC COM 40171V100 68,447 770,979 SH   SOLE   0 770,979 0
GULFPORT ENERGY CORPORATION COM 402635304 1,323 105,253 SH   SOLE   0 105,253 0
HAIN CELESTIAL GROUP INC COM 405217100 21,919 735,566 SH   SOLE   0 735,566 0
HARRIS CORP COM 413875105 45,929 317,758 SH   SOLE   0 317,758 0
HEALTHCARE SERVICE COM 421906108 3,705 85,786 SH   SOLE   0 85,786 0
HEALTHEQUITY INC COM 42226A107 56,511 752,482 SH   SOLE   0 752,482 0
HENKEL AG & CO. KGAA ADR 42550U208 15,257 119,341 SH   SOLE   0 119,341 0
HERON THERAPEUTICS INC COM 427746102 49,521 1,274,695 SH   SOLE   0 1,274,695 0
HEXCEL CORP COM 428291108 119,687 1,893,456 SH   SOLE   0 1,893,456 0
HILLTOP HOLDINGS INC COM 432748101 2,901 131,459 SH   SOLE   0 131,459 0
HILTON GRAND VACATIONS INC COM 43283X105 11,405 328,675 SH   SOLE   0 328,675 0
HMS HOLDINGS CORP COM 40425J101 3,170 146,646 SH   SOLE   0 146,646 0
HOLLYFRONTIER CORPORATION COM 436106108 7,312 106,850 SH   SOLE   0 106,850 0
HOME DEPOT INC COM 437076102 23,281 119,333 SH   SOLE   0 119,333 0
HONEYWELL INTERNATIONAL INC COM 438516106 21,004 145,811 SH   SOLE   0 145,811 0
HORIZON PHARMA PLC COM G4617B105 29,905 1,805,886 SH   SOLE   0 1,805,886 0
HORMEL FOODS CORP COM 440452100 15,702 421,975 SH   SOLE   0 421,975 0
HOST HOTELS & RESORTS INC REIT 44107P104 43,026 2,042,059 SH   SOLE   0 2,042,059 0
HUMANA INC. COM 444859102 8,034 26,992 SH   SOLE   0 26,992 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 7,967 36,750 SH   SOLE   0 36,750 0
HUNTSMAN CORP COM 447011107 44,126 1,511,186 SH   SOLE   0 1,511,186 0
IAC INTERACTIVECORP COM 44919P508 12,893 84,550 SH   SOLE   0 84,550 0
ICU MEDICAL INC COM 44930G107 10,141 34,535 SH   SOLE   0 34,535 0
IDEXX LABORATORIES INC COM 45168D104 59,117 271,258 SH   SOLE   0 271,258 0
IHS MARKIT LTD COM G47567105 52,814 1,023,733 SH   SOLE   0 1,023,733 0
II-VI INCORPORATED COM 902104108 7,397 170,246 SH   SOLE   0 170,246 0
ILG INC COM 44967H101 42,766 1,294,764 SH   SOLE   0 1,294,764 0
ILLUMINA INC COM 452327109 74,530 266,857 SH   SOLE   0 266,857 0
IMPERVA INC COM 45321L100 37,997 787,515 SH   SOLE   0 787,515 0
IMPINJ INC COM 453204109 1,883 85,161 SH   SOLE   0 85,161 0
INCYTE CORPORATION. COM 45337C102 9,496 141,725 SH   SOLE   0 141,725 0
INFINERA CORP COM 45667G103 27,496 2,768,997 SH   SOLE   0 2,768,997 0
Ingersoll-Rand Plc COM G47791101 2,952 32,900 SH   SOLE   0 32,900 0
INNERWORKINGS INC COM 45773Y105 3,386 389,611 SH   SOLE   0 389,611 0
INPHI CORP COM 45772F107 2,192 67,215 SH   SOLE   0 67,215 0
INSPERITY INC COM 45778Q107 7,277 76,399 SH   SOLE   0 76,399 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 4,318 76,349 SH   SOLE   0 76,349 0
INSULET CORP COM 45784P101 34,653 404,355 SH   SOLE   0 404,355 0
INTUITIVE SURGICAL INC COM 46120E602 35,981 75,199 SH   SOLE   0 75,199 0
IONIS PHARMACEUTICALS, INC. COM 462222100 9,854 236,475 SH   SOLE   0 236,475 0
IPG PHOTONICS CORP COM 44980X109 121,721 551,704 SH   SOLE   0 551,704 0
IQVIA HOLDINGS INC COM 46266C105 25,777 258,241 SH   SOLE   0 258,241 0
IROBOT CORP COM 462726100 4,115 54,311 SH   SOLE   0 54,311 0
J2 GLOBAL, INC. COM 48123V102 6,714 77,522 SH   SOLE   0 77,522 0
JACK HENRY & ASSOC COM 426281101 13,212 101,350 SH   SOLE   0 101,350 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 60,830 684,254 SH   SOLE   0 684,254 0
JOHNSON & JOHNSON COM 478160104 18,735 154,401 SH   SOLE   0 154,401 0
JPMORGAN CHASE & CO COM 46625H100 24,852 238,511 SH   SOLE   0 238,511 0
KENNAMETAL INC COM 489170100 24,187 673,760 SH   SOLE   0 673,760 0
KEYCORP COM 493267108 5,720 292,725 SH   SOLE   0 292,725 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 77,519 1,313,221 SH   SOLE   0 1,313,221 0
KLA-TENCOR CORP COM 482480100 4,583 44,700 SH   SOLE   0 44,700 0
Kohl's Corporation COM 500255104 3,968 54,433 SH   SOLE   0 54,433 0
KURA ONCOLOGY INC COM 50127T109 16,853 925,996 SH   SOLE   0 925,996 0
L3 TECHNOLOGIES INC COM 502413107 9,770 50,800 SH   SOLE   0 50,800 0
Laboratory Corporation of America Holdings COM 50540R409 5,637 31,400 SH   SOLE   0 31,400 0
Lam Research Corporation COM 512807108 5,755 33,300 SH   SOLE   0 33,300 0
LAMAR ADVERTISING COMPANY REIT 512816109 21,639 316,773 SH   SOLE   0 316,773 0
LANDSTAR SYSTEM INC COM 515098101 63,770 583,979 SH   SOLE   0 583,979 0
LEAR CORPORATION COM 521865204 15,473 83,275 SH   SOLE   0 83,275 0
LENDINGTREE INC COM 52603B107 35,637 171,688 SH   SOLE   0 171,688 0
LENNAR CORP-A COM 526057104 24,768 471,785 SH   SOLE   0 471,785 0
LGI HOMES INC COM 50187T106 3,277 56,758 SH   SOLE   0 56,758 0
LHC GROUP INC COM 50187A107 4,948 57,808 SH   SOLE   0 57,808 0
LIGAND PHARMACEUTICALS COM 53220K504 46,493 224,422 SH   SOLE   0 224,422 0
LINCOLN NATIONAL CORPORATION COM 534187109 11,459 184,075 SH   SOLE   0 184,075 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,332 175,975 SH   SOLE   0 175,975 0
LIONS GATE ENTERTAINMENT-A COM 535919401 23,160 933,156 SH   SOLE   0 933,156 0
LIONS GATE ENTERTAINMENT-B COM 535919500 73,957 315,249 SH   SOLE   0 315,249 0
LITTELFUSE INC COM 537008104 51,739 226,749 SH   SOLE   0 226,749 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 10,670 219,675 SH   SOLE   0 219,675 0
LOCKHEED MARTIN CORP COM 539830109 19,277 65,253 SH   SOLE   0 65,253 0
LUMENTUM HOLDINGS INC COM 55024U109 34,442 594,857 SH   SOLE   0 594,857 0
LyondellBasell Industries NV COM N53745100 5,316 48,400 SH   SOLE   0 48,400 0
MANHATTAN ASSOCIATES INC COM 562750109 36,941 785,826 SH   SOLE   0 785,826 0
MARATHON PETROLEUM COMPANY COM 56585A102 16,284 232,100 SH   SOLE   0 232,100 0
MARINEMAX INC COM 567908108 35,278 1,861,655 SH   SOLE   0 1,861,655 0
MARKETAXESS HOLDINGS INC COM 57060D108 35,273 178,277 SH   SOLE   0 178,277 0
MARTIN MARIETTA MATERIALS COM 573284106 63,258 283,252 SH   SOLE   0 283,252 0
Mastercard Incorporated Class A COM 57636Q104 12,052 61,330 SH   SOLE   0 61,330 0
MATCH GROUP, INC. COM 57665R106 8,818 227,625 SH   SOLE   0 227,625 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 38,997 664,800 SH   SOLE   0 664,800 0
MCDONALD'S CORP COM 580135101 12,013 76,672 SH   SOLE   0 76,672 0
MEDIDATA SOLUTIONS INC COM 58471A105 41,224 511,726 SH   SOLE   0 511,726 0
MEDTRONIC PLC COM G5960L103 14,902 174,071 SH   SOLE   0 174,071 0
MERCK & CO. INC. COM 58933Y105 20,201 332,808 SH   SOLE   0 332,808 0
MERIT MEDICAL SYSTEMS INC COM 589889104 54,728 1,068,907 SH   SOLE   0 1,068,907 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 14,520 25,094 SH   SOLE   0 25,094 0
MGM RESORTS INTERNATIONAL COM 552953101 26,566 915,154 SH   SOLE   0 915,154 0
MICROCHIP TECHNOLOGY INC COM 595017104 48,722 535,706 SH   SOLE   0 535,706 0
Micron Technology, Inc. COM 595112103 3,964 75,600 SH   SOLE   0 75,600 0
MICROSOFT CORP COM 594918104 58,396 592,205 SH   SOLE   0 592,205 0
MOLINA HEALTHCARE, INC. COM 60855R100 18,493 188,819 SH   SOLE   0 188,819 0
MONRO INC COM 610236101 5,908 101,683 SH   SOLE   0 101,683 0
MONSTER BEVERAGE CORP COM 61174X109 64,811 1,131,083 SH   SOLE   0 1,131,083 0
MOODY'S CORP COM 615369105 43,644 255,890 SH   SOLE   0 255,890 0
NATIONAL VISION HOLDINGS INC COM 63845R107 40,225 1,099,946 SH   SOLE   0 1,099,946 0
NATUS MEDICAL INC COM 639050103 41,626 1,206,572 SH   SOLE   0 1,206,572 0
NEKTAR THERAPEUTICS COM 640268108 49,674 1,017,300 SH   SOLE   0 1,017,300 0
NESTLE SA/AG ADR 641069406 15,005 193,749 SH   SOLE   0 193,749 0
NetApp, Inc. COM 64110D104 6,298 80,200 SH   SOLE   0 80,200 0
NEW YORK TIMES CO-A COM 650111107 14,118 545,133 SH   SOLE   0 545,133 0
NEWFIELD EXPLORATION COMPANY COM 651290108 52,544 1,736,992 SH   SOLE   0 1,736,992 0
NEWMONT MINING CORPORATION COM 651639106 21,535 571,075 SH   SOLE   0 571,075 0
NLIGHT INC ADR 65487K100 317 9,600 SH   SOLE   0 9,600 0
NORFOLK SOUTHERN CORPORATION COM 655844108 12,605 83,550 SH   SOLE   0 83,550 0
Northrop Grumman Corporation COM 666807102 6,738 21,900 SH   SOLE   0 21,900 0
NOVARTIS AG ADR 66987V109 12,363 163,661 SH   SOLE   0 163,661 0
NOVO-NORDISK AS ADR 670100205 15,007 325,387 SH   SOLE   0 325,387 0
NUTRISYSTEM INC COM 67069D108 70,349 1,827,262 SH   SOLE   0 1,827,262 0
NUVASIVE INC COM 670704105 38,518 739,039 SH   SOLE   0 739,039 0
NVIDIA CORP COM 67066G104 44,387 231,757 SH   SOLE   0 231,757 0
NVR INC COM 62944T105 11,166 3,759 SH   SOLE   0 3,759 0
OCCIDENTAL PETROLEUM CORP COM 674599105 17,992 215,018 SH   SOLE   0 215,018 0
OLD DOMINION FGHT COM 679580100 48,917 328,396 SH   SOLE   0 328,396 0
OLLIE'S BARGAIN OUTLET HOLDI COM 681116109 56,744 782,688 SH   SOLE   0 782,688 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 22,507 726,048 SH   SOLE   0 726,048 0
OMNICELL INC COM 68213N109 26,246 500,403 SH   SOLE   0 500,403 0
ONE GAS, INC. COM 68235P108 19,919 266,506 SH   SOLE   0 266,506 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 7,489 27,375 SH   SOLE   0 27,375 0
Oshkosh Corp COM 688239201 2,510 35,700 SH   SOLE   0 35,700 0
OUTFRONT MEDIA INC REIT 69007J106 17,783 914,306 SH   SOLE   0 914,306 0
OWENS CORNING COM 690742101 13,357 210,775 SH   SOLE   0 210,775 0
Owens-Illinois, Inc. COM 690768403 1,719 102,300 SH   SOLE   0 102,300 0
PALO ALTO NETWORKS INC COM 697435105 18,631 90,675 SH   SOLE   0 90,675 0
PARSLEY ENERGY INC COM 701877102 11,212 370,275 SH   SOLE   0 370,275 0
PATTERSON UTI ENEG COM 703481101 5,217 289,850 SH   SOLE   0 289,850 0
PAYCHEX INC COM 704326107 17,077 249,850 SH   SOLE   0 249,850 0
PEGASYSTEMS INC COM 705573103 58,407 1,065,831 SH   SOLE   0 1,065,831 0
PENN NATIONAL GAMING INC COM 707569109 78,016 2,322,613 SH   SOLE   0 2,322,613 0
PENUMBRA INC COM 70975L107 49,912 361,292 SH   SOLE   0 361,292 0
PEPSICO INC COM 713448108 14,162 130,090 SH   SOLE   0 130,090 0
PERFORMANCE FOOD GROUP CO COM 71377A103 5,396 147,033 SH   SOLE   0 147,033 0
PERSPECTA INC COM 715347100 26,023 1,266,356 SH   SOLE   0 1,266,356 0
PETMED EXPRESS INC COM 716382106 3,370 76,500 SH   SOLE   0 76,500 0
PFIZER INC COM 717081103 20,465 564,091 SH   SOLE   0 564,091 0
PJT PARTNERS INC - A COM 69343T107 13,713 256,846 SH   SOLE   0 256,846 0
PLANET FITNESS INC - CL A COM 72703H101 102,998 2,344,082 SH   SOLE   0 2,344,082 0
PLEXUS CORP COM 729132100 1,929 32,395 SH   SOLE   0 32,395 0
PNC FINANCIAL SERVICES GROUP COM 693475105 22,541 166,849 SH   SOLE   0 166,849 0
POLARIS INDUSTRIES COM 731068102 10,440 85,450 SH   SOLE   0 85,450 0
POOL CORP COM 73278L105 97,459 643,303 SH   SOLE   0 643,303 0
POWER INTEGRATIONS COM 739276103 4,017 54,988 SH   SOLE   0 54,988 0
PRA GROUP INC COM 69354N106 3,286 85,242 SH   SOLE   0 85,242 0
PRA HEALTH SCIENCES INC COM 69354M108 71,064 761,184 SH   SOLE   0 761,184 0
PRICE T ROWE GROUP COM 74144T108 7,862 67,721 SH   SOLE   0 67,721 0
PROCTER & GAMBLE CO/THE COM 742718109 11,673 149,543 SH   SOLE   0 149,543 0
PROGENICS PHARMACEUTICALS COM 743187106 31,742 3,948,024 SH   SOLE   0 3,948,024 0
PROGRESSIVE CORP COM 743315103 76,268 1,289,405 SH   SOLE   0 1,289,405 0
PROLOGIS INC COM 74340W103 12,437 189,331 SH   SOLE   0 189,331 0
PROOFPOINT INC COM 743424103 66,850 579,740 SH   SOLE   0 579,740 0
PROTO LABS INC COM 743713109 7,200 60,526 SH   SOLE   0 60,526 0
PRUDENTIAL PLC ADR 74435K204 14,679 321,206 SH   SOLE   0 321,206 0
PTC INC COM 69370C100 138,890 1,480,550 SH   SOLE   0 1,480,550 0
PUMA BIOTECHNOLOGY INC COM 74587V107 12,292 207,820 SH   SOLE   0 207,820 0
PURE STORAGE INC COM 74624M102 11,078 463,900 SH   SOLE   0 463,900 0
PVH Corp. COM 693656100 14,810 98,925 SH   SOLE   0 98,925 0
QTS REALTY TRUST INC REIT 74736A103 1,762 44,602 SH   SOLE   0 44,602 0
QUAKER CHEMICAL CORP COM 747316107 105,844 683,441 SH   SOLE   0 683,441 0
QURATE RETAIL INC COM 74915M100 55,263 2,604,299 SH   SOLE   0 2,604,299 0
RADIANT LOGISTICS COM 75025X100 1,237 316,250 SH   SOLE   0 316,250 0
RALPH LAUREN CORPORATION COM 751212101 10,384 82,600 SH   SOLE   0 82,600 0
REALPAGE INC COM 75606N109 86,421 1,568,452 SH   SOLE   0 1,568,452 0
RED HAT INC COM 756577102 10,672 79,425 SH   SOLE   0 79,425 0
RITCHIE BROS AUCTIONEERS COM 767744105 45,190 1,324,455 SH   SOLE   0 1,324,455 0
ROBERT HALF INTL COM 770323103 12,179 187,075 SH   SOLE   0 187,075 0
ROCKWELL AUTOMATION, INC. COM 773903109 3,204 19,275 SH   SOLE   0 19,275 0
ROSS STORES INC COM 778296103 18,497 218,250 SH   SOLE   0 218,250 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 53,602 517,396 SH   SOLE   0 517,396 0
ROYAL DUTCH SHELL PLC ADR 780259107 13,572 186,815 SH   SOLE   0 186,815 0
RSP PERMIAN INC COM 74978Q105 166,280 3,777,394 SH   SOLE   0 3,777,394 0
RYANAIR HOLDINGS PLC ADR 783513203 16,382 143,416 SH   SOLE   0 143,416 0
S&P GLOBAL INC COM 78409V104 13,599 66,700 SH   SOLE   0 66,700 0
SAGE THERAPEUTICS INC COM 78667J108 67,577 431,723 SH   SOLE   0 431,723 0
SAP SE ADR 803054204 12,910 111,616 SH   SOLE   0 111,616 0
SAREPTA THERAPEUTICS INC COM 803607100 69,042 522,334 SH   SOLE   0 522,334 0
SBA COMMUNICATIONS CORP COM 78410G104 71,520 433,145 SH   SOLE   0 433,145 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 14,119 174,458 SH   SOLE   0 174,458 0
SEATTLE GENETICS INC COM 812578102 26,267 395,659 SH   SOLE   0 395,659 0
SEMPRA ENERGY COM 816851109 12,995 111,920 SH   SOLE   0 111,920 0
SEMTECH CORPORATION COM 816850101 7,194 152,896 SH   SOLE   0 152,896 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 42,373 592,223 SH   SOLE   0 592,223 0
SERITAGE GROWTH PROP- A REIT COM 81752R100 43,811 1,032,564 SH   SOLE   0 1,032,564 0
SERVICENOW INC COM 81762P102 58,085 336,784 SH   SOLE   0 336,784 0
SHERWIN-WILLIAMS CO/THE COM 824348106 39,167 96,099 SH   SOLE   0 96,099 0
SILICON LABORATORIES INC COM 826919102 34,408 345,467 SH   SOLE   0 345,467 0
SIMON PROPERTY GROUP INC COM 828806109 5,221 30,678 SH   SOLE   0 30,678 0
SIRIUS XM HOLDINGS INC COM 82968B103 79,193 11,697,707 SH   SOLE   0 11,697,707 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 17,322 247,275 SH   SOLE   0 247,275 0
SKECHERS USA, INC. COM 830566105 5,373 179,025 SH   SOLE   0 179,025 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 8,075 83,553 SH   SOLE   0 83,553 0
SMITH (A.O.) CORP COM 831865209 29,740 502,793 SH   SOLE   0 502,793 0
SOUTHWEST AIRLINES CO. COM 844741108 16,920 332,550 SH   SOLE   0 332,550 0
SPIRIT AIRLINES COM 848577102 22,509 619,225 SH   SOLE   0 619,225 0
SPLUNK INC COM 848637104 64,210 647,868 SH   SOLE   0 647,868 0
SPOTIFY TECHNOLOGY SA COM L8681T102 32,163 191,174 SH   SOLE   0 191,174 0
SPRINT CORPORATION COM 85207U105 21,258 3,907,649 SH   SOLE   0 3,907,649 0
SQUARE INC - A COM 852234103 48,340 784,238 SH   SOLE   0 784,238 0
Stanley Black & Decker, Inc. COM 854502101 1,593 12,000 SH   SOLE   0 12,000 0
State Street Corporation COM 857477103 2,290 24,600 SH   SOLE   0 24,600 0
STEEL DYNAMICS, INC. COM 858119100 20,213 439,900 SH   SOLE   0 439,900 0
STEVEN MADDEN LTD COM 556269108 67,492 1,271,044 SH   SOLE   0 1,271,044 0
STIFEL FINANCIAL CORP COM 860630102 34,631 662,802 SH   SOLE   0 662,802 0
SUMMIT MATERIALS INC -CL A COM 86614U100 50,352 1,918,188 SH   SOLE   0 1,918,188 0
SUNTRUST BANKS, INC. COM 867914103 6,841 103,625 SH   SOLE   0 103,625 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 26,184 437,500 SH   SOLE   0 437,500 0
SVB FINANCIAL GROUP COM 78486Q101 16,286 56,400 SH   SOLE   0 56,400 0
SYNOPSYS INC COM 871607107 36,655 428,365 SH   SOLE   0 428,365 0
SYNOVUS FINANCIAL CORP COM 87161C501 132,245 2,597,887 SH   SOLE   0 2,597,887 0
SYSCO CORP COM 871829107 14,606 213,885 SH   SOLE   0 213,885 0
TABLEAU SOFTWARE INC-CL A COM 87336U105 93,743 959,019 SH   SOLE   0 959,019 0
TAKE-TWO INTERACTIVE SOFTWARE INC. COM 874054109 84,199 711,380 SH   SOLE   0 711,380 0
TECHNIPFMC PLC COM G87110105 11,362 357,975 SH   SOLE   0 357,975 0
TELADOC INC COM 87918A105 78,816 1,357,735 SH   SOLE   0 1,357,735 0
TELEDYNE TECHNOLOGIES INC COM 879360105 7,820 39,285 SH   SOLE   0 39,285 0
TELEFLEX INCORPORATED COM 879369106 10,950 40,825 SH   SOLE   0 40,825 0
TENNECO INC. COM 880349105 7,544 171,600 SH   SOLE   0 171,600 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 65,023 710,637 SH   SOLE   0 710,637 0
TEXAS ROADHOUSE COM 882681109 11,782 179,844 SH   SOLE   0 179,844 0
TEXTRON INC. COM 883203101 26,907 408,234 SH   SOLE   0 408,234 0
THE CHEMOURS COMPANY LLC COM 163851108 9,323 210,175 SH   SOLE   0 210,175 0
THE CLOROX COMPANY COM 189054109 14,763 109,150 SH   SOLE   0 109,150 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 23,786 198,950 SH   SOLE   0 198,950 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 13,887 271,600 SH   SOLE   0 271,600 0
THE TIMKEN COMPANY COM 887389104 10,046 230,675 SH   SOLE   0 230,675 0
THE TRADE DESK INC COM 88339J105 5,192 55,349 SH   SOLE   0 55,349 0
Thermo Fisher Scientific Inc. COM 883556102 7,187 34,700 SH   SOLE   0 34,700 0
THERMON GROUP HOLDINGS INC COM 88362T103 36,965 1,616,313 SH   SOLE   0 1,616,313 0
THOR INDUSTRIES COM 885160101 15,294 157,040 SH   SOLE   0 157,040 0
TIVITY HEALTH INC COM 88870R102 34,950 992,903 SH   SOLE   0 992,903 0
TOTAL SA-SPON ADR COM 89151E109 17,419 287,637 SH   SOLE   0 287,637 0
TRANSUNION COM 89400J107 79,096 1,104,082 SH   SOLE   0 1,104,082 0
TREX COMPANY INC COM 89531P105 82,111 1,311,900 SH   SOLE   0 1,311,900 0
TRIPADVISOR INC COM 896945201 36,436 654,045 SH   SOLE   0 654,045 0
TRUPANION INC COM 898202106 261 6,774 SH   SOLE   0 6,774 0
Twitter, Inc. COM 90184L102 3,829 87,700 SH   SOLE   0 87,700 0
TYLER TECHNOLOGIES INC COM 902252105 38,958 175,408 SH   SOLE   0 175,408 0
TYSON FOODS, INC. COM 902494103 9,550 138,700 SH   SOLE   0 138,700 0
ULTA BEAUTY INC COM 90384S303 5,025 21,525 SH   SOLE   0 21,525 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 102,927 400,014 SH   SOLE   0 400,014 0
UMB FINANCIAL CORP COM 902788108 52,662 690,838 SH   SOLE   0 690,838 0
UMPQUA HOLDINGS CO COM 904214103 23,069 1,021,225 SH   SOLE   0 1,021,225 0
UNION PACIFIC CORP COM 907818108 17,886 126,243 SH   SOLE   0 126,243 0
UNITED RENTALS INC COM 911363109 58,021 393,045 SH   SOLE   0 393,045 0
UnitedHealth Group Incorporated COM 91324P102 15,530 63,300 SH   SOLE   0 63,300 0
UNIVERSAL ELECTRONICS INC COM 913483103 49,664 1,502,697 SH   SOLE   0 1,502,697 0
US PHYSICAL THERAP COM 90337L108 7,847 81,740 SH   SOLE   0 81,740 0
VAIL RESORTS INC COM 91879Q109 61,103 222,853 SH   SOLE   0 222,853 0
Valero Energy Corporation COM 91913Y100 4,521 40,800 SH   SOLE   0 40,800 0
VAREX IMAGING CORPORATION COM 92214X106 3,094 83,413 SH   SOLE   0 83,413 0
VEECO INSTRUMENTS INC COM 922417100 16,802 1,179,090 SH   SOLE   0 1,179,090 0
VEEVA SYSTEMS INC COM 922475108 11,612 151,075 SH   SOLE   0 151,075 0
VIRTUSA CORP COM 92827P102 3,193 65,593 SH   SOLE   0 65,593 0
Visa Inc. Class A COM 92826C839 9,231 69,700 SH   SOLE   0 69,700 0
VISTEON CORP COM 92839U206 69,593 538,481 SH   SOLE   0 538,481 0
VOYA FINANCIAL INC COM 929089100 48,194 1,025,400 SH   SOLE   0 1,025,400 0
VULCAN MATERIALS COMPANY COM 929160109 11,112 86,100 SH   SOLE   0 86,100 0
W.R. BERKLEY CORPORATION COM 084423102 15,157 209,325 SH   SOLE   0 209,325 0
WABCO HOLDINGS INC COM 92927K102 78,130 667,679 SH   SOLE   0 667,679 0
WAGEWORKS INC COM 930427109 21,588 431,759 SH   SOLE   0 431,759 0
WAL-MART DE MEXICO ADR 93114W107 16,411 615,375 SH   SOLE   0 615,375 0
Walmart Inc. COM 931142103 2,800 32,700 SH   SOLE   0 32,700 0
Walt Disney Company COM 254687106 2,903 27,700 SH   SOLE   0 27,700 0
WASTE CONNECTIONS INC COM 94106B101 88,114 1,170,492 SH   SOLE   0 1,170,492 0
WEIGHT WATCHERS INTL INC COM 948626106 73,424 726,252 SH   SOLE   0 726,252 0
WELLS FARGO & CO COM 949746101 18,409 332,055 SH   SOLE   0 332,055 0
WEST PHARMACEUTICAL SERVICES COM 955306105 23,382 235,498 SH   SOLE   0 235,498 0
WESTERN ALLIANCE BANCORP COM 957638109 40,792 720,585 SH   SOLE   0 720,585 0
Westlake Chemical Corporation COM 960413102 1,739 16,165 SH   SOLE   0 16,165 0
WHITE MOUNTNS INSU COM G9618E107 16,727 18,450 SH   SOLE   0 18,450 0
WINGSTOP INC COM 974155103 26,830 514,786 SH   SOLE   0 514,786 0
WOODWARD INC COM 980745103 59,787 777,879 SH   SOLE   0 777,879 0
WORLDPAY INC-CLASS A COM 981558109 36,792 449,902 SH   SOLE   0 449,902 0
WPX ENERGY INC COM 98212B103 22,708 1,259,450 SH   SOLE   0 1,259,450 0
WW GRAINGER INC COM 384802104 28,829 93,482 SH   SOLE   0 93,482 0
Wyndham Destinations, Inc. COM 98310W108 1,726 39,000 SH   SOLE   0 39,000 0
Wyndham Hotels & Resorts Inc COM 98311A105 2,276 38,700 SH   SOLE   0 38,700 0
XCEL ENERGY INC COM 98389B100 35,271 772,125 SH   SOLE   0 772,125 0
XILINX INC. COM 983919101 5,268 80,725 SH   SOLE   0 80,725 0
XYLEM, INC. COM 98419M100 13,537 200,900 SH   SOLE   0 200,900 0
ZAYO GROUP HOLDINGS INC COM 98919V105 30,576 838,172 SH   SOLE   0 838,172 0
Zions Bancorporation COM 989701107 2,165 41,100 SH   SOLE   0 41,100 0
ZOETIS INC COM 98978V103 30,006 352,230 SH   SOLE   0 352,230 0
ZOGENIX INC COM 98978L204 30,654 693,531 SH   SOLE   0 693,531 0