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
58 COM INC SPON ADR REP A 31680Q104 4,813 88,780 SH   SOLE   88,780 0 0
ABERCROMBIE & FITCH CO CL A 002896207 12 610 SH   SOLE   610 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 2,136 83,070 SH   SOLE   83,070 0 0
ACTIVISION BLIZZARD INC COM 00507V109 7,123 152,960 SH   SOLE   152,960 0 0
ADOBE INC COM 00724F101 107,570 475,469 SH   SOLE   475,469 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 18,464 117,260 SH   SOLE   117,260 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,502 106,450 SH   SOLE   106,450 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 254,146 1,854,136 SH   SOLE   1,854,136 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 5,974 74,949 SH   SOLE   74,949 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 204,436 2,803,951 SH   SOLE   2,803,951 0 0
ALPHABET INC CAP STK CL C 02079K107 220,408 212,829 SH   SOLE   212,829 0 0
ALTRIA GROUP INC COM 02209S103 3,248 65,760 SH   SOLE   65,760 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 13,396 1,090,920 SH   SOLE   1,090,920 0 0
AMEDISYS INC COM 023436108 2,429 20,740 SH   SOLE   20,740 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 7,975 248,370 SH   SOLE   248,370 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 64,091 973,880 SH   SOLE   973,880 0 0
ANTHEM INC COM 036752103 234,725 893,749 SH   SOLE   893,749 0 0
APPLE INC COM 037833100 6,557 41,570 SH   SOLE   41,570 0 0
APPLIED MATLS INC COM 038222105 87,824 2,682,479 SH   SOLE   2,682,479 0 0
ARCH COAL INC CL A 039380407 7,952 95,820 SH   SOLE   95,820 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 4,453 108,700 SH   SOLE   108,700 0 0
ARCONIC INC COM 03965L100 4,864 288,520 SH   SOLE   288,520 0 0
ATHENE HLDG LTD CL A G0684D107 5,146 129,210 SH   SOLE   129,210 0 0
ATLANTICA YIELD PLC SHS G0751N103 5,743 293,007 SH   SOLE   293,007 0 0
AUTODESK INC COM 052769106 3,795 29,510 SH   SOLE   29,510 0 0
AUTOZONE INC COM 053332102 13,095 15,620 SH   SOLE   15,620 0 0
AVIS BUDGET GROUP COM 053774105 1,088 48,420 SH   SOLE   48,420 0 0
B2GOLD CORP COM 11777Q209 7,045 2,412,790 SH   SOLE   2,412,790 0 0
BAIDU INC SPON ADR REP A 056752108 97,980 617,783 SH   SOLE   617,783 0 0
BALCHEM CORP COM 057665200 3,149 40,190 SH   SOLE   40,190 0 0
BARNES & NOBLE INC COM 067774109 7,520 1,060,670 SH   SOLE   1,060,670 0 0
BARNES GROUP INC COM 067806109 2,767 51,600 SH   SOLE   51,600 0 0
BAUSCH HEALTH COS INC COM 071734107 4,007 216,950 SH   SOLE   216,950 0 0
BAXTER INTL INC COM 071813109 21,527 327,060 SH   SOLE   327,060 0 0
BED BATH & BEYOND INC COM 075896100 7,888 696,809 SH   SOLE   696,809 0 0
BIG LOTS INC COM 089302103 19,361 669,470 SH   SOLE   669,470 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 7,447 249,810 SH   SOLE   249,810 0 0
BOEING CO COM 097023105 5,108 15,840 SH   SOLE   15,840 0 0
BOOKING HLDGS INC COM 09857L108 6,580 3,820 SH   SOLE   3,820 0 0
BOSTON BEER INC CL A 100557107 1,464 6,080 SH   SOLE   6,080 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,747 77,730 SH   SOLE   77,730 0 0
BRINKER INTL INC COM 109641100 18,484 420,290 SH   SOLE   420,290 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 68,942 2,163,916 SH   SOLE   2,163,916 0 0
BURLINGTON STORES INC COM 122017106 114 703 SH   SOLE   703 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,373 123,570 SH   SOLE   123,570 0 0
CAESARS ENTMT CORP COM 127686103 6,324 931,350 SH   SOLE   931,350 0 0
CAMPBELL SOUP CO COM 134429109 7,605 230,530 SH   SOLE   230,530 0 0
CARTERS INC COM 146229109 22,248 272,580 SH   SOLE   272,580 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 3,844 1,771,350 SH   SOLE   1,771,350 0 0
CAVCO INDS INC DEL COM 149568107 1,992 15,280 SH   SOLE   15,280 0 0
CENTENE CORP DEL COM 15135B101 208,001 1,803,999 SH   SOLE   1,803,999 0 0
CENTURYLINK INC COM 156700106 4,770 314,880 SH   SOLE   314,880 0 0
CF INDS HLDGS INC COM 125269100 7,218 165,900 SH   SOLE   165,900 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,209 50,750 SH   SOLE   50,750 0 0
CHEESECAKE FACTORY INC COM 163072101 9,439 216,950 SH   SOLE   216,950 0 0
CHILDRENS PL INC COM 168905107 14,836 164,680 SH   SOLE   164,680 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 18,191 42,130 SH   SOLE   42,130 0 0
CHURCHILL DOWNS INC COM 171484108 8,892 36,451 SH   SOLE   36,451 0 0
CIGNA CORP NEW COM 125523100 4,818 25,370 SH   SOLE   25,370 0 0
CINEMARK HOLDINGS INC COM 17243V102 11,922 333,020 SH   SOLE   333,020 0 0
CIT GROUP INC COM NEW 125581801 4,568 119,350 SH   SOLE   119,350 0 0
CITIZENS FINL GROUP INC COM 174610105 4,436 149,220 SH   SOLE   149,220 0 0
CITRIX SYS INC COM 177376100 5,254 51,280 SH   SOLE   51,280 0 0
CNOOC LTD SPONSORED ADR 126132109 5,048 33,110 SH   SOLE   33,110 0 0
COCA COLA CO COM 191216100 8,123 171,550 SH   SOLE   171,550 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 5,022 79,110 SH   SOLE   79,110 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 11,370 135,214 SH   SOLE   135,214 0 0
COMMSCOPE HLDG CO INC COM 20337X109 159,839 9,752,234 SH   SOLE   9,752,234 0 0
COMMVAULT SYSTEMS INC COM 204166102 7,414 125,470 SH   SOLE   125,470 0 0
CONOCOPHILLIPS COM 20825C104 5,281 84,700 SH   SOLE   84,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 74,821 465,246 SH   SOLE   465,246 0 0
CORNING INC COM 219350105 6,222 205,960 SH   SOLE   205,960 0 0
COTY INC COM CL A 222070203 1,641 250,200 SH   SOLE   250,200 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 8,843 55,316 SH   SOLE   55,316 0 0
CREDIT ACCEP CORP MICH COM 225310101 5,062 13,260 SH   SOLE   13,260 0 0
CROCS INC COM 227046109 22,689 873,340 SH   SOLE   873,340 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 2,754 101,780 SH   SOLE   101,780 0 0
DARDEN RESTAURANTS INC COM 237194105 8,031 80,420 SH   SOLE   80,420 0 0
DARLING INGREDIENTS INC COM 237266101 3,531 183,520 SH   SOLE   183,520 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 13,135 294,776 SH   SOLE   294,776 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 27,730 555,710 SH   SOLE   555,710 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 2,982 21,030 SH   SOLE   21,030 0 0
DILLARDS INC CL A 254067101 8,456 140,210 SH   SOLE   140,210 0 0
DINE BRANDS GLOBAL INC COM 254423106 1,143 16,967 SH   SOLE   16,967 0 0
DISNEY WALT CO COM DISNEY 254687106 232,747 2,122,636 SH   SOLE   2,122,636 0 0
DOWDUPONT INC COM 26078J100 141,435 2,644,634 SH   SOLE   2,644,634 0 0
DXC TECHNOLOGY CO COM 23355L106 299,781 5,638,163 SH   SOLE   5,638,163 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 5,933 135,200 SH   SOLE   135,200 0 0
EAGLE MATERIALS INC COM 26969P108 116,540 1,909,554 SH   SOLE   1,909,554 0 0
EBAY INC COM 278642103 5,706 203,290 SH   SOLE   203,290 0 0
EDGEWELL PERS CARE CO COM 28035Q102 6,013 161,000 SH   SOLE   161,000 0 0
EL POLLO LOCO HLDGS INC COM 268603107 2,794 184,160 SH   SOLE   184,160 0 0
ELECTRONIC ARTS INC COM 285512109 6,063 76,830 SH   SOLE   76,830 0 0
ENCANA CORP COM 292505104 4,757 823,060 SH   SOLE   823,060 0 0
ENDO INTL PLC SHS G30401106 3,290 450,720 SH   SOLE   450,720 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 14,497 321,090 SH   SOLE   321,090 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,067 44,980 SH   SOLE   44,980 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 5,620 1,310,130 SH   SOLE   1,310,130 0 0
F M C CORP COM NEW 302491303 2,994 40,480 SH   SOLE   40,480 0 0
FACEBOOK INC CL A 30303M102 5,069 38,670 SH   SOLE   38,670 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 4,659 322,230 SH   SOLE   322,230 0 0
FIESTA RESTAURANT GROUP INC COM 31660B101 2,676 172,558 SH   SOLE   172,558 0 0
FIVE BELOW INC COM 33829M101 3,104 30,340 SH   SOLE   30,340 0 0
FLOWERS FOODS INC COM 343498101 1,392 75,390 SH   SOLE   75,390 0 0
FOOT LOCKER INC COM 344849104 32,400 609,020 SH   SOLE   609,020 0 0
FORTINET INC COM 34959E109 7,111 100,960 SH   SOLE   100,960 0 0
GENESCO INC COM 371532102 8,639 195,020 SH   SOLE   195,020 0 0
GENUINE PARTS CO COM 372460105 11,217 116,820 SH   SOLE   116,820 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 6,102 36,530 SH   SOLE   36,530 0 0
GOPRO INC CL A 38268T103 10,836 2,555,650 SH   SOLE   2,555,650 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 64,341 6,047,126 SH   SOLE   6,047,126 0 0
GRAY TELEVISION INC COM 389375106 4,410 299,162 SH   SOLE   299,162 0 0
GUESS INC COM 401617105 28,052 1,350,610 SH   SOLE   1,350,610 0 0
HAIN CELESTIAL GROUP INC COM 405217100 1,426 89,920 SH   SOLE   89,920 0 0
HANESBRANDS INC COM 410345102 2,555 203,920 SH   SOLE   203,920 0 0
HASBRO INC COM 418056107 7,484 92,110 SH   SOLE   92,110 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,557 11,870 SH   SOLE   11,870 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 7,673 130,160 SH   SOLE   130,160 0 0
HERSHEY CO COM 427866108 7,067 65,940 SH   SOLE   65,940 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 6,443 471,990 SH   SOLE   471,990 0 0
HESS CORP COM 42809H107 4,048 99,940 SH   SOLE   99,940 0 0
HONEYWELL INTL INC COM 438516106 8,767 66,360 SH   SOLE   66,360 0 0
HORIZON PHARMA PLC SHS G4617B105 5,571 285,100 SH   SOLE   285,100 0 0
HUNTSMAN CORP COM 447011107 12,342 639,810 SH   SOLE   639,810 0 0
IMPERVA INC COM 45321L100 8,354 150,000 SH   SOLE   150,000 0 0
INPHI CORP COM 45772F107 6,460 200,948 SH   SOLE   200,948 0 0
INTEL CORP COM 458140100 245,297 5,226,866 SH   SOLE   5,226,866 0 0
JACK IN THE BOX INC COM 466367109 1,080 13,910 SH   SOLE   13,910 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 4,642 37,450 SH   SOLE   37,450 0 0
JETBLUE AIRWAYS CORP COM 477143101 12,340 768,370 SH   SOLE   768,370 0 0
JOHNSON & JOHNSON COM 478160104 1,959 15,180 SH   SOLE   15,180 0 0
KEYCORP NEW COM 493267108 9,890 669,180 SH   SOLE   669,180 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 5,180 83,440 SH   SOLE   83,440 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 4,046 155,170 SH   SOLE   155,170 0 0
KKR & CO INC CL A 48251W104 83,565 4,257,020 SH   SOLE   4,257,020 0 0
KROGER CO COM 501044101 12,062 438,610 SH   SOLE   438,610 0 0
L BRANDS INC COM 501797104 20,745 808,140 SH   SOLE   808,140 0 0
L3 TECHNOLOGIES INC COM 502413107 6,226 35,850 SH   SOLE   35,850 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 11,145 88,200 SH   SOLE   88,200 0 0
LAM RESEARCH CORP COM 512807108 106,866 784,796 SH   SOLE   784,796 0 0
LAS VEGAS SANDS CORP COM 517834107 62,094 1,192,963 SH   SOLE   1,192,963 0 0
LEAR CORP COM NEW 521865204 5,324 43,330 SH   SOLE   43,330 0 0
LIBERTY EXPEDIA HOLDINGS SER A COM 53046P109 6,478 165,630 SH   SOLE   165,630 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 4,800 232,570 SH   SOLE   232,570 0 0
LIBERTY TRIPADVISOR HLDGS IN COM SER A 531465102 5,273 331,830 SH   SOLE   331,830 0 0
LIVANOVA PLC SHS G5509L101 5,061 55,330 SH   SOLE   55,330 0 0
LKQ CORP COM 501889208 7,550 318,150 SH   SOLE   318,150 0 0
LOWES COS INC COM 548661107 162,817 1,762,848 SH   SOLE   1,762,848 0 0
LULULEMON ATHLETICA INC COM 550021109 4,996 41,080 SH   SOLE   41,080 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,042 36,580 SH   SOLE   36,580 0 0
MACYS INC COM 55616P104 17,836 598,930 SH   SOLE   598,930 0 0
MADDEN STEVEN LTD COM 556269108 3,977 131,430 SH   SOLE   131,430 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 34,863 130,230 SH   SOLE   130,230 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 3,453 218,540 SH   SOLE   218,540 0 0
MARINEMAX INC COM 567908108 5,872 320,680 SH   SOLE   320,680 0 0
MASTERCARD INCORPORATED CL A 57636Q104 161,450 855,818 SH   SOLE   855,818 0 0
MATCH GROUP INC COM 57665R106 1,936 45,264 SH   SOLE   45,264 0 0
MATTEL INC COM 577081102 2,023 202,520 SH   SOLE   202,520 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,016 28,840 SH   SOLE   28,840 0 0
MEDICINES CO COM 584688105 67,277 3,514,977 SH   SOLE   3,514,977 0 0
MEDTRONIC PLC SHS G5960L103 4,045 44,470 SH   SOLE   44,470 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 5,711 61,820 SH   SOLE   61,820 0 0
METHANEX CORP COM 59151K108 4,192 87,160 SH   SOLE   87,160 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 871 22,980 SH   SOLE   22,980 0 0
MICHAELS COS INC COM 59408Q106 13,846 1,022,569 SH   SOLE   1,022,569 0 0
MICRON TECHNOLOGY INC COM 595112103 4,327 136,360 SH   SOLE   136,360 0 0
MICROSOFT CORP COM 594918104 320,280 3,153,293 SH   SOLE   3,153,293 0 0
MOLSON COORS BREWING CO CL B 60871R209 3,285 58,500 SH   SOLE   58,500 0 0
MONRO INC COM 610236101 4,133 60,120 SH   SOLE   60,120 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 8,149 165,560 SH   SOLE   165,560 0 0
MORGAN STANLEY COM NEW 617446448 6,176 155,770 SH   SOLE   155,770 0 0
NATIONAL GEN HLDGS CORP COM 636220303 6,660 275,110 SH   SOLE   275,110 0 0
NETAPP INC COM 64110D104 6,111 102,420 SH   SOLE   102,420 0 0
NETEASE INC SPONSORED ADR 64110W102 55,808 237,108 SH   SOLE   237,108 0 0
NEW MEDIA INVT GROUP INC COM 64704V106 7,150 618,020 SH   SOLE   618,020 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 5,239 95,580 SH   SOLE   95,580 0 0
NIKE INC CL B 654106103 17,206 232,070 SH   SOLE   232,070 0 0
NOKIA CORP SPONSORED ADR 654902204 6,050 1,039,560 SH   SOLE   1,039,560 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 3,141 51,210 SH   SOLE   51,210 0 0
NUTRI SYS INC NEW COM 67069D108 1,300 29,630 SH   SOLE   29,630 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 10,196 29,610 SH   SOLE   29,610 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 33,883 509,440 SH   SOLE   509,440 0 0
PAPA JOHNS INTL INC COM 698813102 3,714 93,290 SH   SOLE   93,290 0 0
PARKER HANNIFIN CORP COM 701094104 5,955 39,930 SH   SOLE   39,930 0 0
PEABODY ENERGY CORP NEW COM 704551100 5,534 181,570 SH   SOLE   181,570 0 0
PENN NATL GAMING INC COM 707569109 491 26,090 SH   SOLE   26,090 0 0
PERSPECTA INC COM 715347100 136,143 7,906,092 SH   SOLE   7,906,092 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 5,156 396,320 SH   SOLE   396,320 0 0
PFIZER INC COM 717081103 6,965 159,570 SH   SOLE   159,570 0 0
PHILIP MORRIS INTL INC COM 718172109 2,969 44,480 SH   SOLE   44,480 0 0
PLANET FITNESS INC CL A 72703H101 7,328 136,660 SH   SOLE   136,660 0 0
POST HLDGS INC COM 737446104 5,721 64,190 SH   SOLE   64,190 0 0
PRA GROUP INC COM 69354N106 6,097 250,200 SH   SOLE   250,200 0 0
PVH CORP COM 693656100 46,424 499,453 SH   SOLE   499,453 0 0
QORVO INC COM 74736K101 7,268 119,680 SH   SOLE   119,680 0 0
QUALCOMM INC COM 747525103 7,237 127,160 SH   SOLE   127,160 0 0
RALPH LAUREN CORP CL A 751212101 22,899 221,330 SH   SOLE   221,330 0 0
REGAL BELOIT CORP COM 758750103 2,211 31,560 SH   SOLE   31,560 0 0
RH COM 74967X103 31,422 262,240 SH   SOLE   262,240 0 0
RIO TINTO PLC SPONSORED ADR 767204100 5,837 120,400 SH   SOLE   120,400 0 0
ROSS STORES INC COM 778296103 6,569 78,958 SH   SOLE   78,958 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 8,052 472,254 SH   SOLE   472,254 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 4,943 280,990 SH   SOLE   280,990 0 0
SCHWAB CHARLES CORP NEW COM 808513105 316,589 7,623,133 SH   SOLE   7,623,133 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 195 3,180 SH   SOLE   3,180 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 4,781 123,900 SH   SOLE   123,900 0 0
SEAWORLD ENTMT INC COM 81282V100 2,347 106,260 SH   SOLE   106,260 0 0
SHAKE SHACK INC CL A 819047101 2,677 58,930 SH   SOLE   58,930 0 0
SHIRE PLC SPONSORED ADR 82481R106 147,309 846,406 SH   SOLE   846,406 0 0
SHUTTERFLY INC COM 82568P304 20,134 500,098 SH   SOLE   500,098 0 0
SIGNET JEWELERS LIMITED SHS G81276100 12,256 385,760 SH   SOLE   385,760 0 0
SINA CORP ORD G81477104 4,505 83,990 SH   SOLE   83,990 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 26,578 477,770 SH   SOLE   477,770 0 0
SMUCKER J M CO COM NEW 832696405 3,174 33,950 SH   SOLE   33,950 0 0
SNAP ON INC COM 833034101 5,275 36,310 SH   SOLE   36,310 0 0
SONY CORP SPONSORED ADR 835699307 5,075 105,110 SH   SOLE   105,110 0 0
SOTHEBYS COM 835898107 5,373 135,210 SH   SOLE   135,210 0 0
SOUTHWEST AIRLS CO COM 844741108 13,697 294,690 SH   SOLE   294,690 0 0
STAMPS COM INC COM NEW 852857200 6,850 44,010 SH   SOLE   44,010 0 0
T MOBILE US INC COM 872590104 186,769 2,936,159 SH   SOLE   2,936,159 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 5,438 147,330 SH   SOLE   147,330 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 6,476 385,000 SH   SOLE   385,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 77,703 754,834 SH   SOLE   754,834 0 0
TAL ED GROUP SPONSORED ADS 874080104 5,200 194,890 SH   SOLE   194,890 0 0
TARGET CORP COM 87612E106 17,665 267,290 SH   SOLE   267,290 0 0
TECK RESOURCES LTD CL B 878742204 5,924 275,000 SH   SOLE   275,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 25,655 619,678 SH   SOLE   619,678 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 3,720 241,220 SH   SOLE   241,220 0 0
TEXAS INSTRS INC COM 882508104 5,195 54,970 SH   SOLE   54,970 0 0
TEXAS ROADHOUSE INC COM 882681109 29,894 500,740 SH   SOLE   500,740 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,928 22,020 SH   SOLE   22,020 0 0
TIM PARTICIPACOES S A SPONSORED ADR 88706P205 5,648 368,179 SH   SOLE   368,179 0 0
TJX COS INC NEW COM 872540109 4,778 106,790 SH   SOLE   106,790 0 0
TORO CO COM 891092108 5,136 91,920 SH   SOLE   91,920 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 11,077 222,780 SH   SOLE   222,780 0 0
TRACTOR SUPPLY CO COM 892356106 1,744 20,900 SH   SOLE   20,900 0 0
TRANSDIGM GROUP INC COM 893641100 6,726 19,780 SH   SOLE   19,780 0 0
TRANSOCEAN LTD REG SHS H8817H100 6,278 904,675 SH   SOLE   904,675 0 0
TWITTER INC COM 90184L102 7,332 255,120 SH   SOLE   255,120 0 0
ULTA BEAUTY INC COM 90384S303 19,411 79,280 SH   SOLE   79,280 0 0
UNITED CONTL HLDGS INC COM 910047109 35,456 423,460 SH   SOLE   423,460 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 3,757 32,230 SH   SOLE   32,230 0 0
VALE S A ADR 91912E105 5,425 411,330 SH   SOLE   411,330 0 0
VIACOM INC NEW CL B 92553P201 6,357 247,340 SH   SOLE   247,340 0 0
VISA INC COM CL A 92826C839 5,151 39,040 SH   SOLE   39,040 0 0
VMWARE INC CL A COM 928563402 5,504 40,140 SH   SOLE   40,140 0 0
WALMART INC COM 931142103 21,978 235,940 SH   SOLE   235,940 0 0
WARRIOR MET COAL INC COM 93627C101 7,732 320,690 SH   SOLE   320,690 0 0
WASTE CONNECTIONS INC COM 94106B101 157,868 2,126,174 SH   SOLE   2,126,174 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 84 2,186 SH   SOLE   2,186 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 9,798 99,950 SH   SOLE   99,950 0 0
WILLIAMS SONOMA INC COM 969904101 22,599 447,950 SH   SOLE   447,950 0 0
WINGSTOP INC COM 974155103 7,878 122,730 SH   SOLE   122,730 0 0
WYNN RESORTS LTD COM 983134107 64,466 651,760 SH   SOLE   651,760 0 0
YELP INC CL A 985817105 7,578 216,570 SH   SOLE   216,570 0 0
YUM BRANDS INC COM 988498101 25,146 273,560 SH   SOLE   273,560 0 0
ZOETIS INC CL A 98978V103 6,638 77,600 SH   SOLE   77,600 0 0