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 COMPANY COM 88579Y101 15,744 75,777 SH   SOLE   0 75,777 0
ABBOTT LABORATORIES COM 002824100 22,025 275,523 SH   SOLE   0 275,523 0
ABBVIE INC COM 00287Y109 5,455 67,700 SH   SOLE   0 67,700 0
ABIOMED INC COM 003654100 62,050 217,274 SH   SOLE   0 217,274 0
ACCELERON PHARMA INC COM 00434H108 30,626 657,640 SH   SOLE   0 657,640 0
ACUITY BRANDS, INC. COM 00508Y102 11,695 97,450 SH   SOLE   0 97,450 0
ADOBE INC COM 00724F101 12,365 46,400 SH   SOLE   0 46,400 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,547 20,800 SH   SOLE   0 20,800 0
ADVANCED MICRO DEVICES COM 007903107 62,571 2,451,855 SH   SOLE   0 2,451,855 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 68,491 1,927,719 SH   SOLE   0 1,927,719 0
AFLAC INCORPORATED COM 001055102 12,460 249,204 SH   SOLE   0 249,204 0
AGNC INVESTMENT CORP REIT 00123Q104 70,137 3,896,500 SH   SOLE   0 3,896,500 0
AIMMUNE THERAPEUTICS INC COM 00900T107 21,565 964,906 SH   SOLE   0 964,906 0
ALARM.COM HOLDINGS INC COM 011642105 42,084 648,459 SH   SOLE   0 648,459 0
ALASKA AIR GROUP, INC. COM 011659109 9,463 168,625 SH   SOLE   0 168,625 0
ALBANY INTERNATIONAL CORP. COM 012348108 4,895 68,380 SH   SOLE   0 68,380 0
ALBEMARLE CORP COM 012653101 37,894 462,243 SH   SOLE   0 462,243 0
ALIGN TECHNOLOGY I COM 016255101 74,901 263,433 SH   SOLE   0 263,433 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 13,061 586,637 SH   SOLE   0 586,637 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 7,010 156,050 SH   SOLE   0 156,050 0
ALPHABET INC-CL A COM 02079K305 15,904 13,514 SH   SOLE   0 13,514 0
ALPHABET INC-CL C COM 02079K107 15,853 13,512 SH   SOLE   0 13,512 0
ALTRIA GROUP INC COM 02209S103 19,987 348,030 SH   SOLE   0 348,030 0
AMAZON.COM INC COM 023135106 25,998 14,600 SH   SOLE   0 14,600 0
AMBARELLA INC COM G037AX101 3,013 69,745 SH   SOLE   0 69,745 0
AMDOCS LTD COM G02602103 2,018 37,300 SH   SOLE   0 37,300 0
AMERICAN EAGLE OUTFITTER COM 02553E106 15,077 680,075 SH   SOLE   0 680,075 0
AMERICAN WATER WOR COM 030420103 13,598 130,425 SH   SOLE   0 130,425 0
AMERIPRISE FINANCIAL INC COM 03076C106 50,198 391,871 SH   SOLE   0 391,871 0
AMGEN INC COM 031162100 8,283 43,600 SH   SOLE   0 43,600 0
AMICUS THERAPEUTICS INC COM 03152W109 25,286 1,859,320 SH   SOLE   0 1,859,320 0
AMN HEALTHCARE SVS COM 001744101 21,214 450,500 SH   SOLE   0 450,500 0
AMPHENOL CORP-CL A COM 032095101 53,884 570,564 SH   SOLE   0 570,564 0
ANALOG DEVICES INC. COM 032654105 6,843 65,000 SH   SOLE   0 65,000 0
APPLE INC COM 037833100 30,404 160,066 SH   SOLE   0 160,066 0
APTIV PLC COM G6095L109 39,029 490,997 SH   SOLE   0 490,997 0
ARCH CAPITAL GROUP LTD. COM G0450A105 11,490 355,500 SH   SOLE   0 355,500 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 3,230 74,900 SH   SOLE   0 74,900 0
ARENA PHARMACEUTICALS INC COM 040047607 29,838 665,583 SH   SOLE   0 665,583 0
ARISTA NETWORKS INC COM 040413106 103,615 329,500 SH   SOLE   0 329,500 0
ASPEN TECHNOLOGY, INC. COM 045327103 8,487 81,400 SH   SOLE   0 81,400 0
ASTRONICS CORP COM 046433108 4,238 129,512 SH   SOLE   0 129,512 0
AT HOME GROUP INC COM 04650Y100 28,584 1,600,488 SH   SOLE   0 1,600,488 0
AT&T INC COM 00206R102 18,471 589,000 SH   SOLE   0 589,000 0
ATARA BIOTHERAPEUTICS INC COM 046513107 48,504 1,220,241 SH   SOLE   0 1,220,241 0
ATMOS ENERGY CORPORATION COM 049560105 37,199 361,399 SH   SOLE   0 361,399 0
AUTODESK INC COM 052769106 58,835 377,588 SH   SOLE   0 377,588 0
AUTOZONE INC COM 053332102 67,940 66,340 SH   SOLE   0 66,340 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 32,654 162,675 SH   SOLE   0 162,675 0
AXOGEN INC COM 05463X106 13,380 635,364 SH   SOLE   0 635,364 0
AXOS FINANCIAL INC COM 05465C100 3,597 124,194 SH   SOLE   0 124,194 0
BALCHEM CORP COM 057665200 5,140 55,383 SH   SOLE   0 55,383 0
BANCOLOMBIA S.A. ADR 05968L102 10,688 209,331 SH   SOLE   0 209,331 0
BEST BUY INC COM 086516101 25,551 359,575 SH   SOLE   0 359,575 0
BHP GROUP LTD ADR 088606108 10,712 195,936 SH   SOLE   0 195,936 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 35,535 690,417 SH   SOLE   0 690,417 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 11,803 132,875 SH   SOLE   0 132,875 0
BIOTELEMETRY INC COM 090672106 29,972 478,632 SH   SOLE   0 478,632 0
BLOOM ENERGY CORP- A COM 093712107 16,233 1,256,428 SH   SOLE   0 1,256,428 0
BLUCORA, INC. COM 095229100 4,137 123,950 SH   SOLE   0 123,950 0
BLUEBIRD BIO INC COM 09609G100 35,242 224,006 SH   SOLE   0 224,006 0
BLUEPRINT MEDICINES CORP COM 09627Y109 45,321 566,166 SH   SOLE   0 566,166 0
BOEING CO/THE COM 097023105 12,052 31,600 SH   SOLE   0 31,600 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 44,747 352,038 SH   SOLE   0 352,038 0
BRINK'S CO/THE COM 109696104 37,328 495,004 SH   SOLE   0 495,004 0
BROADCOM INC COM 11135F101 5,683 18,900 SH   SOLE   0 18,900 0
BRUKER CORPORATION COM 116794108 6,563 170,742 SH   SOLE   0 170,742 0
BRUNSWICK CORP COM 117043109 49,384 981,210 SH   SOLE   0 981,210 0
BUILDERS FIRSTSOURCE INC COM 12008R107 40,672 3,048,889 SH   SOLE   0 3,048,889 0
BURLINGTON STORES INC COM 122017106 89,596 571,846 SH   SOLE   0 571,846 0
BWX TECHNOLOGIES INC COM 05605H100 21,107 425,725 SH   SOLE   0 425,725 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 42,891 493,058 SH   SOLE   0 493,058 0
CABOT MICROELECTRONICS CORP COM 12709P103 28,275 252,552 SH   SOLE   0 252,552 0
CAESARS ENTERTAINMENT CORP COM 127686103 29,561 3,401,733 SH   SOLE   0 3,401,733 0
CAMBREX CORP COM 132011107 3,270 84,180 SH   SOLE   0 84,180 0
CAMDEN PROPERTY TRUST COM 133131102 10,703 105,455 SH   SOLE   0 105,455 0
CANADA GOOSE HOLDINGS INC COM 135086106 75,736 1,577,191 SH   SOLE   0 1,577,191 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 2,720 33,300 SH   SOLE   0 33,300 0
CAPRI HOLDINGS LTD COM G1890L107 2,077 45,411 SH   SOLE   0 45,411 0
CARBONITE INC COM 141337105 4,475 180,390 SH   SOLE   0 180,390 0
CARETRUST REIT INC REIT 14174T107 3,351 142,849 SH   SOLE   0 142,849 0
CARNIVAL CORP COM 143658300 19,314 380,805 SH   SOLE   0 380,805 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,658 36,159 SH   SOLE   0 36,159 0
CASEYS GEN STORES COM 147528103 82,823 643,191 SH   SOLE   0 643,191 0
CATERPILLAR INC COM 149123101 5,243 38,700 SH   SOLE   0 38,700 0
CBRE GROUP INC COM 12504L109 5,503 111,285 SH   SOLE   0 111,285 0
CELGENE CORP COM 151020104 2,650 28,100 SH   SOLE   0 28,100 0
CENTENE CORPORATION COM 15135B101 58,215 1,096,350 SH   SOLE   0 1,096,350 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 3,704 90,595 SH   SOLE   0 90,595 0
CHART INDUSTRIES INC COM 16115Q308 108,293 1,196,351 SH   SOLE   0 1,196,351 0
CHEESECAKE FACTORY COM 163072101 3,653 74,664 SH   SOLE   0 74,664 0
CHEVRON CORP COM 166764100 25,693 208,581 SH   SOLE   0 208,581 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 67,071 94,425 SH   SOLE   0 94,425 0
CINEMARK HOLDINGS INC COM 17243V102 26,689 667,394 SH   SOLE   0 667,394 0
CISCO SYSTEMS INC COM 17275R102 37,357 691,939 SH   SOLE   0 691,939 0
CMS ENERGY CORPORATION COM 125896100 32,950 593,275 SH   SOLE   0 593,275 0
CNO FINANCIAL GROUP, INC. COM 12621E103 2,625 162,207 SH   SOLE   0 162,207 0
COCA-COLA CO/THE COM 191216100 25,947 553,722 SH   SOLE   0 553,722 0
COGNEX CORP COM 192422103 150,551 2,960,120 SH   SOLE   0 2,960,120 0
COHEN & STEERS INC COM 19247A100 4,895 115,809 SH   SOLE   0 115,809 0
COHERENT INC COM 192479103 105,973 747,765 SH   SOLE   0 747,765 0
COMCAST CORP COM 20030N101 5,757 144,000 SH   SOLE   0 144,000 0
CONSTELLATION BRANDS INC-A COM 21036P108 48,749 278,047 SH   SOLE   0 278,047 0
COOPER COS INC/THE COM 216648402 3,346 11,300 SH   SOLE   0 11,300 0
CORE LABORATORIES COM N22717107 3,270 47,445 SH   SOLE   0 47,445 0
CORNERSTONE ONDEMAND INC COM 21925Y103 82,692 1,509,541 SH   SOLE   0 1,509,541 0
COUSINS PROPERTIES INCORPORATED REIT 222795106 28,815 2,982,890 SH   SOLE   0 2,982,890 0
CRACKER BARREL OLD COM 22410J106 4,038 24,988 SH   SOLE   0 24,988 0
CREDICORP COM G2519Y108 10,937 45,580 SH   SOLE   0 45,580 0
CREE INC COM 225447101 29,923 522,948 SH   SOLE   0 522,948 0
CROWN CASTLE INTL CORP COM 22822V101 21,355 166,840 SH   SOLE   0 166,840 0
CSX CORP COM 126408103 6,419 85,800 SH   SOLE   0 85,800 0
CYMABAY THERAPEUTICS INC COM 23257D103 27,380 2,061,772 SH   SOLE   0 2,061,772 0
D.R. HORTON, INC. COM 23331A109 14,722 355,775 SH   SOLE   0 355,775 0
DARDEN RESTAURANTS, INC. COM 237194105 17,929 147,600 SH   SOLE   0 147,600 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 44,429 890,916 SH   SOLE   0 890,916 0
DELTA AIR LINES INC COM 247361702 2,257 43,700 SH   SOLE   0 43,700 0
DESCARTES SYS GROUP INC COM 249906108 4,306 118,366 SH   SOLE   0 118,366 0
DEXCOM INC COM 252131107 29,159 244,828 SH   SOLE   0 244,828 0
DIAGEO PLC ADR 25243Q205 11,907 72,779 SH   SOLE   0 72,779 0
DIAMONDBACK ENERGY INC COM 25278X109 69,781 687,301 SH   SOLE   0 687,301 0
DOLLAR TREE INC COM 256746108 73,053 695,483 SH   SOLE   0 695,483 0
DOMINO'S PIZZA INC COM 25754A201 3,510 13,600 SH   SOLE   0 13,600 0
DOWDUPONT INC COM 26078J100 13,053 244,859 SH   SOLE   0 244,859 0
DXC TECHNOLOGY COMPANY COM 23355L106 31,813 494,675 SH   SOLE   0 494,675 0
DYCOM INDUSTRIES INC. COM 267475101 8,231 179,159 SH   SOLE   0 179,159 0
DYNAVAX TECHNOLOGIES CORP COM 268158201 11,960 1,636,176 SH   SOLE   0 1,636,176 0
EAGLE MATERIALS INC. COM 26969P108 5,633 66,825 SH   SOLE   0 66,825 0
EAGLE PHARMACEUTICALS INC COM 269796108 2,701 53,496 SH   SOLE   0 53,496 0
EBAY INC. COM 278642103 22,281 599,925 SH   SOLE   0 599,925 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 95,503 499,159 SH   SOLE   0 499,159 0
ELECTRONICS FOR IMAGING COM 286082102 2,470 91,811 SH   SOLE   0 91,811 0
ELI LILLY & CO COM 532457108 2,750 21,200 SH   SOLE   0 21,200 0
ELLIE MAE INC COM 28849P100 35,123 355,896 SH   SOLE   0 355,896 0
ENBRIDGE INC COM 29250N105 9,156 252,522 SH   SOLE   0 252,522 0
ENCANA CORP COM 292505104 25,249 3,487,406 SH   SOLE   0 3,487,406 0
ENCOMPASS HEALTH CORP COM 29261A100 20,368 348,769 SH   SOLE   0 348,769 0
ENSTAR GROUP LTD COM G3075P101 42,555 244,572 SH   SOLE   0 244,572 0
ENTEGRIS INC COM 29362U104 78,066 2,187,485 SH   SOLE   0 2,187,485 0
ENVESTNET INC COM 29404K106 5,509 84,253 SH   SOLE   0 84,253 0
EPLUS INC COM 294268107 4,475 50,537 SH   SOLE   0 50,537 0
EPR PROPERTIES REIT 26884U109 39,038 507,649 SH   SOLE   0 507,649 0
ETSY INC COM 29786A106 50,778 755,412 SH   SOLE   0 755,412 0
EVERBRIDGE INC COM 29978A104 9,848 131,298 SH   SOLE   0 131,298 0
EVERCORE INC COM 29977A105 18,591 204,300 SH   SOLE   0 204,300 0
EVERGY INC COM 30034W106 16,214 279,328 SH   SOLE   0 279,328 0
EVERI HOLDINGS INC COM 30034T103 47,513 4,516,662 SH   SOLE   0 4,516,662 0
EVO PAYMENTS INC-CLASS A COM 26927E104 30,039 1,034,062 SH   SOLE   0 1,034,062 0
EVOLENT HEALTH INC - A COM 30050B101 20,548 1,633,453 SH   SOLE   0 1,633,453 0
EXACT SCIENCES CORP COM 30063P105 71,869 829,716 SH   SOLE   0 829,716 0
EXPEDIA GROUP INC COM 30212P303 11,885 99,875 SH   SOLE   0 99,875 0
FABRINET COM G3323L100 4,019 76,748 SH   SOLE   0 76,748 0
FACEBOOK INC COM 30303M102 10,601 63,600 SH   SOLE   0 63,600 0
FIBROGEN INC COM 31572Q808 38,496 708,315 SH   SOLE   0 708,315 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 20,277 1,450,425 SH   SOLE   0 1,450,425 0
FIRSTCASH INC COM 33767D105 49,031 566,835 SH   SOLE   0 566,835 0
FISERV INC COM 337738108 7,097 80,400 SH   SOLE   0 80,400 0
FLIR SYSTEMS INC COM 302445101 55,104 1,158,144 SH   SOLE   0 1,158,144 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 69,221 1,679,327 SH   SOLE   0 1,679,327 0
FLUOR CORP COM 343412102 35,203 956,612 SH   SOLE   0 956,612 0
FOOT LOCKER INC COM 344849104 13,390 220,950 SH   SOLE   0 220,950 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 52,786 1,108,717 SH   SOLE   0 1,108,717 0
GARMIN LTD COM H2906T109 18,496 214,200 SH   SOLE   0 214,200 0
GENESCO INC COM 371532102 27,392 601,366 SH   SOLE   0 601,366 0
GENOMIC HEALTH INC COM 37244C101 4,486 64,046 SH   SOLE   0 64,046 0
GEO GROUP INC/THE COM 36162J106 4,697 244,646 SH   SOLE   0 244,646 0
G-III APPAREL GP COM 36237H101 3,930 98,351 SH   SOLE   0 98,351 0
GLACIER BANCORP INC COM 37637Q105 47,114 1,175,802 SH   SOLE   0 1,175,802 0
GLOBAL PAYMENTS INC COM 37940X102 59,770 437,814 SH   SOLE   0 437,814 0
GRACO INC COM 384109104 46,912 947,349 SH   SOLE   0 947,349 0
GRAINGER W W INC COM 384802104 16,255 54,016 SH   SOLE   0 54,016 0
GREEN DOT CORP COM 39304D102 61,157 1,008,358 SH   SOLE   0 1,008,358 0
GUIDEWIRE SOFTWARE INC COM 40171V100 61,883 636,923 SH   SOLE   0 636,923 0
HAEMONETICS CORP/MASS COM 405024100 37,103 424,133 SH   SOLE   0 424,133 0
HARRIS CORPORATION COM 413875105 63,563 397,992 SH   SOLE   0 397,992 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 20,908 651,150 SH   SOLE   0 651,150 0
HEALTHCARE SERVICE COM 421906108 3,125 94,739 SH   SOLE   0 94,739 0
HEALTHEQUITY INC COM 42226A107 33,999 459,572 SH   SOLE   0 459,572 0
HENKEL AG & CO. KGAA ADR 42550U208 12,190 477,202 SH   SOLE   0 477,202 0
HERON THERAPEUTICS INC COM 427746102 31,153 1,274,695 SH   SOLE   0 1,274,695 0
HEXCEL CORPORATION COM 428291108 135,493 1,959,143 SH   SOLE   0 1,959,143 0
HILLTOP HOLDINGS INC COM 432748101 2,426 132,949 SH   SOLE   0 132,949 0
HILTON GRAND VACATIONS INC COM 43283X105 14,961 484,950 SH   SOLE   0 484,950 0
HMS HOLDINGS CORP COM 40425J101 3,946 133,277 SH   SOLE   0 133,277 0
HOME DEPOT INC/THE COM 437076102 36,184 188,572 SH   SOLE   0 188,572 0
HONEYWELL INTERNATIONAL INC COM 438516106 27,887 175,482 SH   SOLE   0 175,482 0
HORIZON PHARMA PLC COM G4617B105 47,729 1,805,886 SH   SOLE   0 1,805,886 0
HORMEL FOODS CORP COM 440452100 9,725 217,275 SH   SOLE   0 217,275 0
HOST HOTELS & RESORTS INC REIT 44107P104 41,694 2,206,034 SH   SOLE   0 2,206,034 0
HUMANA INC. COM 444859102 2,604 9,789 SH   SOLE   0 9,789 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 13,266 64,025 SH   SOLE   0 64,025 0
HUNTSMAN CORPORATION COM 447011107 63,223 2,811,189 SH   SOLE   0 2,811,189 0
IAC INTERACTIVECORP COM 44919P508 86,351 410,986 SH   SOLE   0 410,986 0
ICU MEDICAL INC COM 44930G107 7,625 31,860 SH   SOLE   0 31,860 0
IDEXX LABORATORIES INC COM 45168D104 59,836 267,606 SH   SOLE   0 267,606 0
IHS MARKIT LTD COM G47567105 68,153 1,253,275 SH   SOLE   0 1,253,275 0
II-VI INCORPORATED COM 902104108 5,740 154,148 SH   SOLE   0 154,148 0
ILLUMINA INC COM 452327109 25,470 81,982 SH   SOLE   0 81,982 0
IMPINJ INC COM 453204109 1,444 86,207 SH   SOLE   0 86,207 0
INCYTE CORPORATION. COM 45337C102 33,415 388,507 SH   SOLE   0 388,507 0
INGERSOLL-RAND PLC COM G47791101 4,469 41,400 SH   SOLE   0 41,400 0
INPHI CORP COM 45772F107 2,977 68,064 SH   SOLE   0 68,064 0
INSPERITY INC COM 45778Q107 9,089 73,499 SH   SOLE   0 73,499 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 3,749 77,297 SH   SOLE   0 77,297 0
INSULET CORP COM 45784P101 25,261 265,663 SH   SOLE   0 265,663 0
INTEL CORP COM 458140100 2,744 51,100 SH   SOLE   0 51,100 0
INTUITIVE SURGICAL INC COM 46120E602 60,196 105,501 SH   SOLE   0 105,501 0
IONIS PHARMACEUTICALS, INC. COM 462222100 16,504 203,325 SH   SOLE   0 203,325 0
IPG PHOTONICS CORP COM 44980X109 108,209 712,934 SH   SOLE   0 712,934 0
IQVIA HOLDINGS INC COM 46266C105 61,803 429,636 SH   SOLE   0 429,636 0
IROBOT CORP COM 462726100 4,746 40,329 SH   SOLE   0 40,329 0
J2 GLOBAL, INC. COM 48123V102 6,642 76,701 SH   SOLE   0 76,701 0
JACK HENRY & ASSOC COM 426281101 13,780 99,325 SH   SOLE   0 99,325 0
JAZZ PHARMACEUTICALS PLC COM G50871105 21,550 150,750 SH   SOLE   0 150,750 0
JETBLUE AIRWAYS CORPORATION COM 477143101 20,322 1,242,200 SH   SOLE   0 1,242,200 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 62,876 684,254 SH   SOLE   0 684,254 0
JOHNSON & JOHNSON COM 478160104 28,644 204,920 SH   SOLE   0 204,920 0
JPMORGAN CHASE & CO COM 46625H100 29,057 287,045 SH   SOLE   0 287,045 0
KENNAMETAL INC COM 489170100 32,743 890,978 SH   SOLE   0 890,978 0
KEURIG DR PEPPER INC COM 49271V100 2,950 105,500 SH   SOLE   0 105,500 0
KEYCORP COM 493267108 24,899 1,580,875 SH   SOLE   0 1,580,875 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 167,176 1,917,171 SH   SOLE   0 1,917,171 0
KIRBY CORP COM 497266106 9,475 126,150 SH   SOLE   0 126,150 0
KIRKLAND LAKE GO COM 49741E100 16,957 557,625 SH   SOLE   0 557,625 0
KLA-TENCOR CORP COM 482480100 2,591 21,700 SH   SOLE   0 21,700 0
KOHL'S CORP COM 500255104 4,864 70,733 SH   SOLE   0 70,733 0
KURA ONCOLOGY INC COM 50127T109 24,921 1,502,217 SH   SOLE   0 1,502,217 0
L3 TECHNOLOGIES INC COM 502413107 4,277 20,725 SH   SOLE   0 20,725 0
LAM RESEARCH CORPORATION COM 512807108 19,065 106,500 SH   SOLE   0 106,500 0
LAMAR ADVERTISING COMPANY REIT 512816109 12,519 157,948 SH   SOLE   0 157,948 0
LANDSTAR SYSTEM INC COM 515098101 63,881 583,979 SH   SOLE   0 583,979 0
LEAR CORPORATION COM 521865204 2,755 20,300 SH   SOLE   0 20,300 0
LENDINGTREE INC COM 52603B107 17,363 49,388 SH   SOLE   0 49,388 0
LGI HOMES INC COM 50187T106 3,744 62,155 SH   SOLE   0 62,155 0
LHC GROUP INC COM 50187A107 6,500 58,633 SH   SOLE   0 58,633 0
LIGAND PHARMACEUTICALS COM 53220K504 28,212 224,422 SH   SOLE   0 224,422 0
LINCOLN NATIONAL CORPORATION COM 534187109 21,700 369,675 SH   SOLE   0 369,675 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 2,894 189,780 SH   SOLE   0 189,780 0
LIONS GATE ENTERTAINMENT-A COM 535919401 31,502 2,014,195 SH   SOLE   0 2,014,195 0
LITTELFUSE INC COM 537008104 32,929 180,457 SH   SOLE   0 180,457 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 9,355 147,225 SH   SOLE   0 147,225 0
LOCKHEED MARTIN CORP COM 539830109 23,570 78,528 SH   SOLE   0 78,528 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 25,887 371,675 SH   SOLE   0 371,675 0
LULULEMON ATHLETIC COM 550021109 102,452 625,208 SH   SOLE   0 625,208 0
LUMENTUM HOLDINGS INC COM 55024U109 33,633 594,857 SH   SOLE   0 594,857 0
MADISON SQUARE GARDEN CO COM 55825T103 28,388 96,844 SH   SOLE   0 96,844 0
MANHATTAN ASSOCIATES INC COM 562750109 21,924 579,292 SH   SOLE   0 579,292 0
MARINEMAX INC COM 567908108 35,669 1,861,655 SH   SOLE   0 1,861,655 0
MARKETAXESS HOLDINGS INC COM 57060D108 73,833 300,040 SH   SOLE   0 300,040 0
MARTIN MARIETTA MATERIALS INC COM 573284106 79,789 396,608 SH   SOLE   0 396,608 0
MASCO CORPORATION COM 574599106 13,836 351,975 SH   SOLE   0 351,975 0
MASIMO CORPORATION COM 574795100 31,206 225,675 SH   SOLE   0 225,675 0
MASTERCARD INC COM 57636Q104 15,805 67,130 SH   SOLE   0 67,130 0
MATCH GROUP, INC. COM 57665R106 10,445 184,500 SH   SOLE   0 184,500 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 51,238 963,671 SH   SOLE   0 963,671 0
MCDONALD'S CORP COM 580135101 23,844 125,561 SH   SOLE   0 125,561 0
MEDICAL PROPERTIES TRUST INC COM 58463J304 2,699 145,832 SH   SOLE   0 145,832 0
MEDIDATA SOLUTIONS INC COM 58471A105 37,478 511,726 SH   SOLE   0 511,726 0
MEDPACE HOLDINGS INC. COM 58506Q109 3,476 58,950 SH   SOLE   0 58,950 0
MEDTRONIC PLC COM G5960L103 19,080 209,492 SH   SOLE   0 209,492 0
MERCK & CO INC COM 58933Y105 32,430 389,941 SH   SOLE   0 389,941 0
MERIT MEDICAL SYSTEMS INC COM 589889104 64,854 1,048,920 SH   SOLE   0 1,048,920 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 12,689 17,551 SH   SOLE   0 17,551 0
MICROCHIP TECHNOLOGY INC COM 595017104 59,210 713,721 SH   SOLE   0 713,721 0
MICRON TECHNOLOGY INC COM 595112103 2,612 63,200 SH   SOLE   0 63,200 0
MICROSOFT CORP COM 594918104 76,398 647,781 SH   SOLE   0 647,781 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 46,687 427,025 SH   SOLE   0 427,025 0
MOLINA HEALTHCARE, INC. COM 60855R100 19,283 135,833 SH   SOLE   0 135,833 0
MONRO INC COM 610236101 8,745 101,071 SH   SOLE   0 101,071 0
MONSTER BEVERAGE CORP COM 61174X109 61,464 1,126,140 SH   SOLE   0 1,126,140 0
MOODYS CORP COM 615369105 75,311 415,878 SH   SOLE   0 415,878 0
MORNINGSTAR INC COM 617700109 30,188 239,609 SH   SOLE   0 239,609 0
MSCI INC COM 55354G100 57,074 287,036 SH   SOLE   0 287,036 0
NATIONAL VISION HOLDINGS INC COM 63845R107 47,151 1,500,202 SH   SOLE   0 1,500,202 0
NEOGENOMICS INC COM 64049M209 40,974 2,002,651 SH   SOLE   0 2,002,651 0
NESTLE SA/AG ADR 641069406 10,631 111,563 SH   SOLE   0 111,563 0
NETAPP INC COM 64110D104 6,753 97,400 SH   SOLE   0 97,400 0
NETFLIX INC COM 64110L106 4,706 13,200 SH   SOLE   0 13,200 0
NEWMONT MINING CORPORATION COM 651639106 14,381 402,050 SH   SOLE   0 402,050 0
NORFOLK SOUTHERN CORPORATION COM 655844108 14,595 78,100 SH   SOLE   0 78,100 0
NOVARTIS AG ADR 66987V109 26,219 272,719 SH   SOLE   0 272,719 0
NOVO-NORDISK AS ADR 670100205 12,231 233,811 SH   SOLE   0 233,811 0
NUVASIVE INC COM 670704105 21,103 371,614 SH   SOLE   0 371,614 0
OCCIDENTAL PETROLEUM CORP COM 674599105 17,130 258,773 SH   SOLE   0 258,773 0
OLD DOMINION FGHT COM 679580100 47,249 327,232 SH   SOLE   0 327,232 0
OLLIE'S BARGAIN OUTLET HOLDI COM 681116109 56,617 663,513 SH   SOLE   0 663,513 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 31,911 836,473 SH   SOLE   0 836,473 0
OMNICELL INC COM 68213N109 50,162 620,512 SH   SOLE   0 620,512 0
ON SEMICONDUCTOR CORP. COM 682189105 10,783 524,200 SH   SOLE   0 524,200 0
ONE GAS, INC. COM 68235P108 31,553 354,406 SH   SOLE   0 354,406 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 27,191 70,025 SH   SOLE   0 70,025 0
OSHKOSH CORP COM 688239201 1,750 23,300 SH   SOLE   0 23,300 0
OWENS-ILLINOIS INC COM 690768403 2,129 112,200 SH   SOLE   0 112,200 0
PALO ALTO NETWORKS INC COM 697435105 27,263 112,250 SH   SOLE   0 112,250 0
PARKER-HANNIFIN CORPORATION COM 701094104 22,890 133,375 SH   SOLE   0 133,375 0
PARSLEY ENERGY INC COM 701877102 45,764 2,371,190 SH   SOLE   0 2,371,190 0
PATTERSON UTI ENEG COM 703481101 19,877 1,417,750 SH   SOLE   0 1,417,750 0
PAYCHEX INC COM 704326107 12,525 156,175 SH   SOLE   0 156,175 0
PAYPAL HOLDINGS INC COM 70450Y103 6,230 60,000 SH   SOLE   0 60,000 0
PBF ENERGY INC COM 69318G106 9,058 290,875 SH   SOLE   0 290,875 0
PEGASYSTEMS INC COM 705573103 75,339 1,159,069 SH   SOLE   0 1,159,069 0
PENN NATIONAL GAMING INC COM 707569109 48,307 2,403,342 SH   SOLE   0 2,403,342 0
PENUMBRA INC COM 70975L107 29,060 197,677 SH   SOLE   0 197,677 0
PEPSICO INC COM 713448108 19,186 156,560 SH   SOLE   0 156,560 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 5,894 148,688 SH   SOLE   0 148,688 0
PERSPECTA INC COM 715347100 48,807 2,413,810 SH   SOLE   0 2,413,810 0
PETMED EXPRESS INC COM 716382106 1,794 78,764 SH   SOLE   0 78,764 0
PFIZER INC COM 717081103 15,198 357,867 SH   SOLE   0 357,867 0
PHILLIPS 66 COM 718546104 1,503 15,800 SH   SOLE   0 15,800 0
PJT PARTNERS INC - A COM 69343T107 31,069 743,278 SH   SOLE   0 743,278 0
PLANET FITNESS INC - CL A COM 72703H101 124,897 1,817,335 SH   SOLE   0 1,817,335 0
PLEXUS CORP COM 729132100 1,992 32,679 SH   SOLE   0 32,679 0
PNC FINANCIAL SERVICES GROUP COM 693475105 24,630 200,800 SH   SOLE   0 200,800 0
POOL CORP COM 73278L105 121,290 735,229 SH   SOLE   0 735,229 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 19,710 380,200 SH   SOLE   0 380,200 0
POWER INTEGRATIONS COM 739276103 3,896 55,708 SH   SOLE   0 55,708 0
PRA GROUP INC COM 69354N106 2,308 86,087 SH   SOLE   0 86,087 0
PRA HEALTH SCIENCES INC COM 69354M108 79,994 725,316 SH   SOLE   0 725,316 0
PROCTER & GAMBLE CO/THE COM 742718109 29,146 280,122 SH   SOLE   0 280,122 0
PROGENICS PHARMACEUTICALS COM 743187106 18,318 3,948,024 SH   SOLE   0 3,948,024 0
PROGRESSIVE CORP/THE COM 743315103 62,319 864,487 SH   SOLE   0 864,487 0
PROLOGIS INC COM 74340W103 16,394 227,858 SH   SOLE   0 227,858 0
PROOFPOINT, INC. COM 743424103 47,252 389,137 SH   SOLE   0 389,137 0
PROTO LABS INC COM 743713109 6,328 60,184 SH   SOLE   0 60,184 0
PRUDENTIAL PLC ADR 74435K204 11,240 279,470 SH   SOLE   0 279,470 0
PTC INC COM 69370C100 100,401 1,089,193 SH   SOLE   0 1,089,193 0
PULTE GROUP INC COM 745867101 13,312 476,100 SH   SOLE   0 476,100 0
PVH CORP COM 693656100 4,585 37,600 SH   SOLE   0 37,600 0
QTS REALTY TRUST INC REIT 74736A103 2,585 57,468 SH   SOLE   0 57,468 0
QUAKER CHEMICAL CORP COM 747316107 136,913 683,441 SH   SOLE   0 683,441 0
QUIDEL CORP COM 74838J101 26,044 397,803 SH   SOLE   0 397,803 0
QURATE RETAIL INC COM 74915M100 62,305 3,898,956 SH   SOLE   0 3,898,956 0
RADIANT LOGISTICS COM 75025X100 2,056 326,350 SH   SOLE   0 326,350 0
RALPH LAUREN CORPORATION COM 751212101 15,182 117,075 SH   SOLE   0 117,075 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 39,960 1,229,550 SH   SOLE   0 1,229,550 0
REALPAGE INC COM 75606N109 111,146 1,831,376 SH   SOLE   0 1,831,376 0
REALTY INCOME CORP COM 756109104 2,250 30,600 SH   SOLE   0 30,600 0
RINGCENTRAL INC-CLASS A COM 76680R206 43,332 401,967 SH   SOLE   0 401,967 0
RITCHIE BROS AUCTIONEERS COM 767744105 83,033 2,442,165 SH   SOLE   0 2,442,165 0
ROCKWELL AUTOMATION, INC. COM 773903109 22,204 126,550 SH   SOLE   0 126,550 0
ROSS STORES INC COM 778296103 9,605 103,175 SH   SOLE   0 103,175 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 57,185 498,911 SH   SOLE   0 498,911 0
ROYAL DUTCH SHELL PLC ADR 780259107 11,435 178,805 SH   SOLE   0 178,805 0
RYANAIR HOLDINGS PLC ADR 783513203 14,412 192,309 SH   SOLE   0 192,309 0
SAGE THERAPEUTICS INC COM 78667J108 63,723 400,648 SH   SOLE   0 400,648 0
SAILPOINT TECHNOLOGIES HOLDI COM 78781P105 39,454 1,373,769 SH   SOLE   0 1,373,769 0
SALESFORCE.COM INC COM 79466L302 8,536 53,900 SH   SOLE   0 53,900 0
SAP SE ADR 803054204 8,998 77,932 SH   SOLE   0 77,932 0
SAREPTA THERAPEUTICS INC COM 803607100 80,597 613,210 SH   SOLE   0 613,210 0
SBA COMMUNICATIONS CORP COM 78410G104 120,620 604,128 SH   SOLE   0 604,128 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 10,997 142,908 SH   SOLE   0 142,908 0
SEATTLE GENETICS INC COM 812578102 36,663 500,595 SH   SOLE   0 500,595 0
SEMPRA ENERGY COM 816851109 16,952 134,693 SH   SOLE   0 134,693 0
SEMTECH CORPORATION COM 816850101 7,442 146,171 SH   SOLE   0 146,171 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 42,003 619,608 SH   SOLE   0 619,608 0
SERITAGE GROWTH PROP- A REIT COM 81752R100 51,970 1,169,447 SH   SOLE   0 1,169,447 0
SERVICEMASTER GLOBAL HOLDING COM 81761R109 38,189 817,770 SH   SOLE   0 817,770 0
SERVICENOW INC COM 81762P102 172,849 701,244 SH   SOLE   0 701,244 0
SHOPIFY INC - CLASS A COM 82509L107 55,892 270,508 SH   SOLE   0 270,508 0
SILICON LABORATORIES INC COM 826919102 29,713 367,464 SH   SOLE   0 367,464 0
SIMON PROPERTY GROUP INC COM 828806109 6,851 37,600 SH   SOLE   0 37,600 0
SIRIUS XM HOLDINGS INC COM 82968B103 78,724 13,884,428 SH   SOLE   0 13,884,428 0
SIX FLAGS ENTERTAINMENT CORP. COM 83001A102 12,162 246,450 SH   SOLE   0 246,450 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 23,678 287,075 SH   SOLE   0 287,075 0
SMITH (A.O.) CORP COM 831865209 37,626 705,682 SH   SOLE   0 705,682 0
SOUTHWEST AIRLINES CO. COM 844741108 7,632 147,025 SH   SOLE   0 147,025 0
SPIRIT AIRLINES COM 848577102 6,133 116,025 SH   SOLE   0 116,025 0
SPLUNK INC COM 848637104 115,795 929,339 SH   SOLE   0 929,339 0
SPRINT CORPORATION COM 85207U105 22,082 3,908,249 SH   SOLE   0 3,908,249 0
SQUARE INC - A COM 852234103 42,838 571,786 SH   SOLE   0 571,786 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 3,483 54,700 SH   SOLE   0 54,700 0
STAMPSCOM INC COM 852857200 1,813 22,275 SH   SOLE   0 22,275 0
STEEL DYNAMICS, INC. COM 858119100 12,422 352,200 SH   SOLE   0 352,200 0
STEVEN MADDEN LTD COM 556269108 54,520 1,611,131 SH   SOLE   0 1,611,131 0
STIFEL FINANCIAL CORP COM 860630102 32,312 612,446 SH   SOLE   0 612,446 0
STONERIDGE INC. COM 86183P102 3,782 131,033 SH   SOLE   0 131,033 0
SUMMIT MATERIALS INC -CL A COM 86614U100 34,597 2,180,026 SH   SOLE   0 2,180,026 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 19,705 562,360 SH   SOLE   0 562,360 0
SVB FINANCIAL GROUP COM 78486Q101 10,912 49,075 SH   SOLE   0 49,075 0
SYNOPSYS INC COM 871607107 80,749 701,258 SH   SOLE   0 701,258 0
SYSCO CORP COM 871829107 17,184 257,408 SH   SOLE   0 257,408 0
SYSTEMAX INC COM 871851101 3,002 132,600 SH   SOLE   0 132,600 0
TABLEAU SOFTWARE INC-CL A COM 87336U105 120,289 946,499 SH   SOLE   0 946,499 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 55,017 583,000 SH   SOLE   0 583,000 0
TANDEM DIABETES CARE INC COM 875372203 58,593 922,735 SH   SOLE   0 922,735 0
TAPESTRY INC COM 876030107 10,985 338,100 SH   SOLE   0 338,100 0
TARGET CORP COM 87612E106 3,467 43,200 SH   SOLE   0 43,200 0
TELADOC HEALTH INC COM 87918A105 40,561 729,515 SH   SOLE   0 729,515 0
TELEDYNE TECHNOLOGIES INC COM 879360105 8,399 35,439 SH   SOLE   0 35,439 0
TELEFLEX INCORPORATED COM 879369106 14,496 47,975 SH   SOLE   0 47,975 0
TENNECO INC. COM 880349105 8,510 384,025 SH   SOLE   0 384,025 0
TEXAS ROADHOUSE COM 882681109 3,871 62,244 SH   SOLE   0 62,244 0
TEXTRON INC. COM 883203101 13,519 266,859 SH   SOLE   0 266,859 0
THE CHEMOURS COMPANY LLC COM 163851108 13,396 360,500 SH   SOLE   0 360,500 0
THE CLOROX COMPANY COM 189054109 13,888 86,550 SH   SOLE   0 86,550 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 11,902 104,250 SH   SOLE   0 104,250 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 8,209 165,100 SH   SOLE   0 165,100 0
THE TIMKEN COMPANY COM 887389104 18,352 420,725 SH   SOLE   0 420,725 0
THE TRADE DESK INC COM 88339J105 9,563 48,312 SH   SOLE   0 48,312 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,184 29,900 SH   SOLE   0 29,900 0
THERMON GROUP HOLDINGS INC COM 88362T103 39,516 1,616,313 SH   SOLE   0 1,616,313 0
THOR INDUSTRIES COM 885160101 29,371 470,911 SH   SOLE   0 470,911 0
TOTAL SA-SPON ADR COM 89151E109 19,264 346,170 SH   SOLE   0 346,170 0
TRACTOR SUPPLY CO COM 892356106 18,694 191,225 SH   SOLE   0 191,225 0
TRANSUNION COM 89400J107 83,219 1,245,049 SH   SOLE   0 1,245,049 0
TREX COMPANY INC COM 89531P105 77,632 1,261,900 SH   SOLE   0 1,261,900 0
TWITTER INC COM 90184L102 84,082 2,557,256 SH   SOLE   0 2,557,256 0
TYLER TECHNOLOGIES INC COM 902252105 65,742 321,637 SH   SOLE   0 321,637 0
TYSON FOODS, INC. COM 902494103 8,362 120,450 SH   SOLE   0 120,450 0
ULTA BEAUTY INC COM 90384S303 15,518 44,500 SH   SOLE   0 44,500 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 41,911 126,956 SH   SOLE   0 126,956 0
UMB FINANCIAL CORP COM 902788108 6,904 107,815 SH   SOLE   0 107,815 0
UMPQUA HOLDINGS CO COM 904214103 15,698 951,375 SH   SOLE   0 951,375 0
UNION PACIFIC CORP COM 907818108 25,402 151,930 SH   SOLE   0 151,930 0
UNITED CONTINENTAL HOLDINGS IN COM 910047109 5,999 75,200 SH   SOLE   0 75,200 0
UNITED RENTALS, INC. COM 911363109 85,742 720,760 SH   SOLE   0 720,760 0
UNITEDHEALTH GROUP INC COM 91324P102 17,159 69,400 SH   SOLE   0 69,400 0
UNIVERSAL DISPLAY COM 91347P105 18,602 121,700 SH   SOLE   0 121,700 0
UNIVERSAL ELECTRONICS INC COM 913483103 55,825 1,502,697 SH   SOLE   0 1,502,697 0
US PHYSICAL THERAP COM 90337L108 6,654 63,351 SH   SOLE   0 63,351 0
VAIL RESORTS, INC. COM 91879Q109 65,362 300,792 SH   SOLE   0 300,792 0
VALERO ENERGY CORPORATION COM 91913Y100 40,981 483,092 SH   SOLE   0 483,092 0
VAREX IMAGING CORPORATION COM 92214X106 2,861 84,454 SH   SOLE   0 84,454 0
VEEVA SYSTEMS INC COM 922475108 2,981 23,500 SH   SOLE   0 23,500 0
VIPER ENERGY PARTNERS LP COM 92763M105 63,448 1,913,390 SH   SOLE   0 1,913,390 0
VIRTUSA CORP COM 92827P102 3,550 66,413 SH   SOLE   0 66,413 0
VISA INC COM 92826C839 18,742 120,000 SH   SOLE   0 120,000 0
VISTEON CORP COM 92839U206 17,027 252,820 SH   SOLE   0 252,820 0
VOYA FINANCIAL INC COM 929089100 78,666 1,574,587 SH   SOLE   0 1,574,587 0
VULCAN MATERIALS COMPANY COM 929160109 12,053 101,800 SH   SOLE   0 101,800 0
W.R. BERKLEY CORPORATION COM 084423102 25,573 301,850 SH   SOLE   0 301,850 0
WABTEC CORP COM 929740108 28,808 390,781 SH   SOLE   0 390,781 0
WAGEWORKS INC COM 930427109 22,460 594,813 SH   SOLE   0 594,813 0
WAL-MART DE MEXICO ADR 93114W107 11,096 414,800 SH   SOLE   0 414,800 0
WALMART INC COM 931142103 5,159 52,900 SH   SOLE   0 52,900 0
WALT DISNEY CO/THE COM 254687106 5,695 51,300 SH   SOLE   0 51,300 0
WASTE CONNECTIONS INC COM 94106B101 129,041 1,456,615 SH   SOLE   0 1,456,615 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 48,984 619,425 SH   SOLE   0 619,425 0
WELLCARE HEALTH PLANS INC COM 94946T106 46,666 172,998 SH   SOLE   0 172,998 0
WELLS FARGO & CO COM 949746101 19,309 399,627 SH   SOLE   0 399,627 0
WELLTOWER INC COM 95040Q104 2,607 33,600 SH   SOLE   0 33,600 0
WEST PHARMACEUTICAL SERVICES COM 955306105 25,951 235,498 SH   SOLE   0 235,498 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 9,042 133,250 SH   SOLE   0 133,250 0
WEX INC COM 96208T104 26,457 137,805 SH   SOLE   0 137,805 0
WHITE MOUNTNS INSU COM G9618E107 15,409 16,650 SH   SOLE   0 16,650 0
WINGSTOP INC COM 974155103 47,819 628,954 SH   SOLE   0 628,954 0
WOODWARD INC COM 980745103 73,819 777,879 SH   SOLE   0 777,879 0
WORKDAY INC COM 98138H101 33,754 175,025 SH   SOLE   0 175,025 0
WORKDAY INC COM 98138H101 3,317 17,200 SH   SOLE   0 17,200 0
WORLDPAY INC COM 981558109 6,565 57,846 SH   SOLE   0 57,846 0
WORLDPAY INC-CLASS A COM 981558109 64,124 564,976 SH   SOLE   0 564,976 0
WRIGHT MEDICAL GROUP NV COM N96617118 23,781 756,165 SH   SOLE   0 756,165 0
WW GRAINGER INC COM 384802104 36,560 121,491 SH   SOLE   0 121,491 0
WYNDHAM DESTINATIONS INC COM 98310W108 1,728 42,700 SH   SOLE   0 42,700 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 2,132 42,659 SH   SOLE   0 42,659 0
XCEL ENERGY INC COM 98389B100 25,063 445,875 SH   SOLE   0 445,875 0
XILINX INC COM 983919101 4,894 38,600 SH   SOLE   0 38,600 0
XILINX INC. COM 983919101 46,614 367,650 SH   SOLE   0 367,650 0
XYLEM, INC. COM 98419M100 31,825 402,650 SH   SOLE   0 402,650 0
ZAYO GROUP HOLDINGS INC COM 98919V105 36,416 1,281,371 SH   SOLE   0 1,281,371 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 47,904 228,625 SH   SOLE   0 228,625 0
ZILLOW GROUP INC - C COM 98954M200 42,082 1,211,357 SH   SOLE   0 1,211,357 0
ZOETIS INC COM 98978V103 63,530 631,078 SH   SOLE   0 631,078 0
ZOGENIX INC COM 98978L204 38,151 693,531 SH   SOLE   0 693,531 0