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
ABBOTT LABORATORIES COM 002824100 16,655 199,177 SH   SOLE   0 199,177 0
ABBVIE INC COM 00287Y109 6,724 88,800 SH   SOLE   0 88,800 0
ABIOMED INC COM 003654100 20,222 113,675 SH   SOLE   0 113,675 0
ACADIA PHARMACEUTICALS INC COM 004225108 25,747 715,382 SH   SOLE   0 715,382 0
ACCELERON PHARMA INC COM 00434H108 25,983 657,640 SH   SOLE   0 657,640 0
ACUITY BRANDS, INC. COM 00508Y102 4,192 31,100 SH   SOLE   0 31,100 0
ADOBE INC COM 00724F101 10,746 38,900 SH   SOLE   0 38,900 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,341 20,200 SH   SOLE   0 20,200 0
ADVANCED MICRO DEVICES COM 007903107 106,574 3,677,615 SH   SOLE   0 3,677,615 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 94,512 1,871,159 SH   SOLE   0 1,871,159 0
AFLAC INCORPORATED COM 001055102 11,955 228,506 SH   SOLE   0 228,506 0
AGCO CORPORATION COM 001084102 14,587 192,700 SH   SOLE   0 192,700 0
AGNC INVESTMENT CORP REIT 00123Q104 76,012 4,724,200 SH   SOLE   0 4,724,200 0
AGNICO EAGLE MINES LTD COM 008474108 6,799 126,825 SH   SOLE   0 126,825 0
ALARM.COM HOLDINGS INC COM 011642105 30,244 648,459 SH   SOLE   0 648,459 0
ALASKA AIR GROUP, INC. COM 011659109 13,506 208,075 SH   SOLE   0 208,075 0
ALBANY INTERNATIONAL CORP. COM 012348108 6,244 69,255 SH   SOLE   0 69,255 0
ALBEMARLE CORP COM 012653101 20,732 298,218 SH   SOLE   0 298,218 0
ALIGN TECHNOLOGY INC COM 016255101 21,780 120,387 SH   SOLE   0 120,387 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 11,807 506,450 SH   SOLE   0 506,450 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 7,536 160,175 SH   SOLE   0 160,175 0
ALLY FINANCIAL INC. COM 02005N100 20,879 629,650 SH   SOLE   0 629,650 0
ALPHABET INC-CL A COM 02079K305 15,892 13,014 SH   SOLE   0 13,014 0
ALPHABET INC-CL C COM 02079K107 15,740 12,912 SH   SOLE   0 12,912 0
ALTRIA GROUP INC COM 02209S103 14,903 364,370 SH   SOLE   0 364,370 0
AMAZON.COM INC COM 023135106 25,518 14,700 SH   SOLE   0 14,700 0
AMBARELLA INC COM G037AX101 4,441 70,670 SH   SOLE   0 70,670 0
AMEDISYS INC COM 023436108 25,089 191,502 SH   SOLE   0 191,502 0
AMERCO COM 023586100 15,143 38,825 SH   SOLE   0 38,825 0
AMERICAN EAGLE OUTFITTER COM 02553E106 23,613 1,455,775 SH   SOLE   0 1,455,775 0
AMERICAN TOWER CORP COM 03027X100 7,054 31,900 SH   SOLE   0 31,900 0
AMERICAN WATER WOR COM 030420103 34,896 280,900 SH   SOLE   0 280,900 0
AMERICOLD REALTY T REIT 03064D108 47,672 1,286,000 SH   SOLE   0 1,286,000 0
AMGEN INC COM 031162100 8,147 42,100 SH   SOLE   0 42,100 0
AMICUS THERAPEUTICS INC COM 03152W109 14,912 1,859,320 SH   SOLE   0 1,859,320 0
AMN HEALTHCARE SERVICES INC COM 001744101 27,819 483,311 SH   SOLE   0 483,311 0
AMN HEALTHCARE SVS COM 001744101 5,827 101,227 SH   SOLE   0 101,227 0
AMPHENOL CORP-CL A COM 032095101 59,705 618,701 SH   SOLE   0 618,701 0
ANALOG DEVICES INC. COM 032654105 14,720 131,750 SH   SOLE   0 131,750 0
APERGY CORP COM 03755L104 3,180 117,549 SH   SOLE   0 117,549 0
APPLE INC COM 037833100 34,641 154,666 SH   SOLE   0 154,666 0
APTIV PLC COM G6095L109 45,609 521,722 SH   SOLE   0 521,722 0
ARCH CAPITAL GROUP LTD. COM G0450A105 25,429 605,750 SH   SOLE   0 605,750 0
ARENA PHARMACEUTICALS INC COM 040047607 30,464 665,583 SH   SOLE   0 665,583 0
ARISTA NETWORKS INC COM 040413106 24,459 102,375 SH   SOLE   0 102,375 0
ARQULE INC COM 04269E107 17,186 2,396,935 SH   SOLE   0 2,396,935 0
ASPEN TECHNOLOGY, INC. COM 045327103 4,828 39,225 SH   SOLE   0 39,225 0
ASTRONICS CORP COM 046433108 3,848 130,962 SH   SOLE   0 130,962 0
ATARA BIOTHERAPEUTICS INC COM 046513107 17,230 1,220,241 SH   SOLE   0 1,220,241 0
ATMOS ENERGY CORPORATION COM 049560105 47,566 417,649 SH   SOLE   0 417,649 0
AUTODESK INC COM 052769106 51,969 350,005 SH   SOLE   0 350,005 0
AUTOMATIC DATA PROCESSING COM 053015103 24,093 149,256 SH   SOLE   0 149,256 0
AUTOZONE INC COM 053332102 76,835 70,840 SH   SOLE   0 70,840 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 30,571 141,975 SH   SOLE   0 141,975 0
AVANTOR INC COM 05352A100 23,221 1,579,659 SH   SOLE   0 1,579,659 0
AXOS FINANCIAL INC COM 05465C100 3,473 125,594 SH   SOLE   0 125,594 0
BAKER HUGHES A GE CO COM 05722G100 30,230 1,302,999 SH   SOLE   0 1,302,999 0
BALCHEM CORP COM 057665200 5,570 56,158 SH   SOLE   0 56,158 0
BALL CORP COM 058498106 50,975 700,106 SH   SOLE   0 700,106 0
BANCOLOMBIA S.A. ADR 05968L102 11,430 231,133 SH   SOLE   0 231,133 0
BEST BUY INC COM 086516101 12,677 183,750 SH   SOLE   0 183,750 0
BHP GROUP LTD ADR 088606108 10,952 221,799 SH   SOLE   0 221,799 0
BIOHAVEN PHARMACEUTICAL HOLD COM G11196105 28,804 690,417 SH   SOLE   0 690,417 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 5,353 79,425 SH   SOLE   0 79,425 0
BIOTELEMETRY INC COM 090672106 19,575 480,607 SH   SOLE   0 480,607 0
BLOOM ENERGY CORP- A COM 093712107 1,458 756,428 SH   SOLE   0 756,428 0
BLUCORA, INC. COM 095229100 2,885 133,325 SH   SOLE   0 133,325 0
BLUEBIRD BIO INC COM 09609G100 20,568 224,006 SH   SOLE   0 224,006 0
BLUEPRINT MEDICINES CORP COM 09627Y109 41,596 566,166 SH   SOLE   0 566,166 0
BOEING CO/THE COM 097023105 5,060 13,300 SH   SOLE   0 13,300 0
BOOZ ALLEN HAMILTON HOLDING CO COM 099502106 2,784 39,200 SH   SOLE   0 39,200 0
BOSTON BEER COMPANY INC-A COM 100557107 10,868 29,851 SH   SOLE   0 29,851 0
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 56,761 372,200 SH   SOLE   0 372,200 0
BRINK'S CO/THE COM 109696104 41,061 495,004 SH   SOLE   0 495,004 0
BROADCOM INC COM 11135F101 4,528 16,400 SH   SOLE   0 16,400 0
BROWN & BROWN INC COM 115236101 47,824 1,326,225 SH   SOLE   0 1,326,225 0
BRUKER CORPORATION COM 116794108 7,430 169,142 SH   SOLE   0 169,142 0
BUILDERS FIRSTSOURCE INC COM 12008R107 62,732 3,048,889 SH   SOLE   0 3,048,889 0
BURLINGTON STORES INC COM 122017106 131,250 657,347 SH   SOLE   0 657,347 0
BWX TECHNOLOGIES INC COM 05605H100 23,815 416,275 SH   SOLE   0 416,275 0
C.H. ROBINSON WORLDWIDE INC COM 12541W209 41,801 493,058 SH   SOLE   0 493,058 0
CABOT MICROELECTRONICS CORP COM 12709P103 35,663 252,552 SH   SOLE   0 252,552 0
CABOT OIL & GAS CO COM 127097103 13,417 763,625 SH   SOLE   0 763,625 0
CAESARS ENTERTAINMENT CORP COM 127686103 76,057 6,522,921 SH   SOLE   0 6,522,921 0
CAMDEN PROPERTY TRUST COM 133131102 12,256 110,405 SH   SOLE   0 110,405 0
CANADA GOOSE HOLDINGS INC COM 135086106 71,782 1,632,528 SH   SOLE   0 655,581 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 3,967 43,600 SH   SOLE   0 43,600 0
CARBONITE INC COM 141337105 3,359 216,865 SH   SOLE   0 216,865 0
CARETRUST REIT INC REIT 14174T107 3,396 144,499 SH   SOLE   0 144,499 0
CARNIVAL CORP COM 143658300 17,427 398,685 SH   SOLE   0 398,685 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 1,893 36,634 SH   SOLE   0 36,634 0
CASEY'S GENERAL STORES INC COM 147528103 99,123 615,055 SH   SOLE   0 615,055 0
CBRE GROUP INC COM 12504L109 5,703 107,585 SH   SOLE   0 107,585 0
CELGENE CORP COM 151020104 2,711 27,300 SH   SOLE   0 27,300 0
CENTENE CORP COM 15135B101 52,913 1,223,150 SH   SOLE   0 1,223,150 0
CERNER CORP COM 156782104 52,774 774,151 SH   SOLE   0 774,151 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 14,087 286,326 SH   SOLE   0 286,326 0
CHART INDUSTRIES INC COM 16115Q308 73,677 1,181,478 SH   SOLE   0 1,181,478 0
CHEESECAKE FACTORY COM 163072101 3,154 75,664 SH   SOLE   0 75,664 0
CHEGG INC COM 163092109 31,088 1,037,995 SH   SOLE   0 1,037,995 0
CHEMED CORP COM 16359R103 42,053 100,708 SH   SOLE   0 100,708 0
CHEVRON CORP COM 166764100 25,899 218,374 SH   SOLE   0 218,374 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 96,475 114,787 SH   SOLE   0 114,787 0
CHUBB LTD COM H1467J104 17,082 105,809 SH   SOLE   0 105,809 0
CINEMARK HOLDINGS INC COM 17243V102 26,999 698,732 SH   SOLE   0 698,732 0
CISCO SYSTEMS INC COM 17275R102 36,468 737,450 SH   SOLE   0 737,450 0
CMS ENERGY CORPORATION COM 125896100 52,423 819,900 SH   SOLE   0 819,900 0
CNO FINANCIAL GROUP, INC. COM 12621E103 2,599 164,182 SH   SOLE   0 164,182 0
COCA-COLA CO/THE COM 191216100 27,211 499,838 SH   SOLE   0 499,838 0
COGNEX CORP COM 192422103 137,211 2,793,021 SH   SOLE   0 2,793,021 0
COHEN & STEERS INC COM 19247A100 6,427 117,009 SH   SOLE   0 117,009 0
COHERENT INC COM 192479103 112,232 730,110 SH   SOLE   0 730,110 0
COMCAST CORP-CLASS A COM 20030N101 25,395 563,322 SH   SOLE   0 563,322 0
CONMED CORP COM 207410101 10,243 106,532 SH   SOLE   0 106,532 0
CONSTELLATION BRANDS INC-A COM 21036P108 57,693 278,047 SH   SOLE   0 278,047 0
COOPER COS INC/THE COM 216648402 2,786 9,380 SH   SOLE   0 9,380 0
COPART INC COM 217204106 21,089 262,525 SH   SOLE   0 262,525 0
CORE LABORATORIES COM N22717107 2,239 48,020 SH   SOLE   0 48,020 0
CORNERSTONE ONDEMAND INC COM 21925Y103 82,573 1,509,541 SH   SOLE   0 1,509,541 0
CORTEVA INC COM 22052L104 46,706 1,668,187 SH   SOLE   0 1,668,187 0
COUSINS PROPERTIES INCORPORATED REIT 222795502 28,551 759,547 SH   SOLE   0 759,547 0
CRACKER BARREL OLD COM 22410J106 4,117 25,313 SH   SOLE   0 25,313 0
CREDICORP COM G2519Y108 11,450 54,930 SH   SOLE   0 54,930 0
CROWN CASTLE INTL CORP COM 22822V101 24,281 174,672 SH   SOLE   0 174,672 0
CUMMINS INC COM 231021106 2,310 14,200 SH   SOLE   0 14,200 0
CYMABAY THERAPEUTICS INC COM 23257D103 10,556 2,061,772 SH   SOLE   0 2,061,772 0
D.R. HORTON, INC. COM 23331A109 15,332 288,975 SH   SOLE   0 288,975 0
DARDEN RESTAURANTS, INC. COM 237194105 24,170 204,450 SH   SOLE   0 204,450 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 3,429 88,025 SH   SOLE   0 88,025 0
DELTA AIR LINES INC COM 247361702 2,448 42,500 SH   SOLE   0 42,500 0
DENTSPLY SIRONA INC COM 24906P109 38,429 720,855 SH   SOLE   0 720,855 0
DESCARTES SYS GROUP INC COM 249906108 4,822 119,616 SH   SOLE   0 119,616 0
DEXCOM INC COM 252131107 42,045 281,726 SH   SOLE   0 281,726 0
DIAGEO PLC ADR 25243Q205 9,907 60,586 SH   SOLE   0 60,586 0
DIAMONDBACK ENERGY INC COM 25278X109 55,093 557,151 SH   SOLE   0 557,151 0
DICERNA PHARMACEUTICALS INC COM 253031108 16,088 1,120,359 SH   SOLE   0 1,120,359 0
DISCOVERY INC COM 25470F104 2,248 84,408 SH   SOLE   0 84,408 0
DOCUSIGN INC COM 256163106 46,361 748,725 SH   SOLE   0 748,725 0
DOLLAR GENERAL CORPORATION COM 256677105 65,686 413,275 SH   SOLE   0 413,275 0
DOLLAR TREE INC COM 256746108 101,832 892,008 SH   SOLE   0 892,008 0
DYCOM INDUSTRIES, INC. COM 267475101 3,871 75,834 SH   SOLE   0 75,834 0
EAGLE MATERIALS INC. COM 26969P108 19,285 214,250 SH   SOLE   0 214,250 0
EAGLE PHARMACEUTICALS INC COM 269796108 3,332 58,896 SH   SOLE   0 58,896 0
EASTGROUP PROPERTIES INC COM 277276101 19,430 155,416 SH   SOLE   0 155,416 0
EBAY INC. COM 278642103 20,064 514,725 SH   SOLE   0 514,725 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 14,316 65,100 SH   SOLE   0 65,100 0
EHEALTH INC COM 28238P109 27,230 407,692 SH   SOLE   0 407,692 0
ELASTIC NV COM N14506104 38,818 471,436 SH   SOLE   0 471,436 0
ELI LILLY & CO COM 532457108 18,613 166,439 SH   SOLE   0 166,439 0
ENBRIDGE INC COM 29250N105 7,824 223,047 SH   SOLE   0 223,047 0
ENTEGRIS INC COM 29362U104 103,001 2,188,710 SH   SOLE   0 2,188,710 0
ENVESTNET INC COM 29404K106 4,837 85,303 SH   SOLE   0 85,303 0
EPLUS INC COM 294268107 3,893 51,162 SH   SOLE   0 51,162 0
EPR PROPERTIES REIT 26884U109 38,505 500,974 SH   SOLE   0 500,974 0
EURONET WORLDWIDE INC COM 298736109 2,560 17,500 SH   SOLE   0 17,500 0
EVERBRIDGE INC COM 29978A104 18,801 304,669 SH   SOLE   0 304,669 0
EVERCORE INC COM 29977A105 20,257 252,900 SH   SOLE   0 252,900 0
EVEREST RE GROUP COM G3223R108 26,097 98,075 SH   SOLE   0 98,075 0
EVERGY INC COM 30034W106 19,465 292,443 SH   SOLE   0 292,443 0
EVERI HOLDINGS INC COM 30034T103 38,211 4,516,662 SH   SOLE   0 4,516,662 0
EVO PAYMENTS INC-CLASS A COM 26927E104 31,628 1,124,737 SH   SOLE   0 1,124,737 0
EVOLENT HEALTH INC - A COM 30050B101 20,140 2,801,065 SH   SOLE   0 2,801,065 0
EXACT SCIENCES CORP COM 30063P105 74,982 829,716 SH   SOLE   0 829,716 0
EXPEDIA GROUP INC COM 30212P303 5,702 42,425 SH   SOLE   0 42,425 0
FABRINET COM G3323L100 4,706 89,973 SH   SOLE   0 89,973 0
FACEBOOK INC COM 30303M102 13,570 76,200 SH   SOLE   0 76,200 0
FIDELITY NATIONAL INFORMATION COM 31620M106 80,802 608,629 SH   SOLE   0 608,629 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 14,001 864,275 SH   SOLE   0 864,275 0
FIRSTCASH INC COM 33767D105 51,962 566,835 SH   SOLE   0 566,835 0
FISERV INC COM 337738108 8,049 77,700 SH   SOLE   0 77,700 0
FLEETCOR TECHNOLO COM 339041105 30,635 106,825 SH   SOLE   0 106,825 0
FLIR SYSTEMS INC COM 302445101 69,266 1,317,092 SH   SOLE   0 1,317,092 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 69,162 1,352,139 SH   SOLE   0 1,352,139 0
FORTUNE BRANDS HOME & SECURI COM 34964C106 60,647 1,108,717 SH   SOLE   0 1,108,717 0
FORWARD AIR CORPN COM 349853101 3,836 60,200 SH   SOLE   0 60,200 0
FOX FACTORY HOLDING CORP COM 35138V102 19,233 309,009 SH   SOLE   0 309,009 0
FRESHPET INC COM 358039105 27,614 554,828 SH   SOLE   0 554,828 0
FTI CONSULTING, INC. COM 302941109 27,926 263,475 SH   SOLE   0 263,475 0
GENERAC HLDGS COM 368736104 27,775 354,550 SH   SOLE   0 354,550 0
GENESCO INC COM 371532102 20,654 516,090 SH   SOLE   0 516,090 0
GENOMIC HEALTH INC COM 37244C101 24,171 356,393 SH   SOLE   0 356,393 0
G-III APPAREL GP COM 36237H101 2,567 99,601 SH   SOLE   0 99,601 0
GLACIER BANCORP INC COM 37637Q105 47,573 1,175,802 SH   SOLE   0 1,175,802 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 14,918 307,452 SH   SOLE   0 307,452 0
GLOBAL PAYMENTS INC COM 37940X102 69,486 437,014 SH   SOLE   0 437,014 0
GRACO INC COM 384109104 43,616 947,349 SH   SOLE   0 947,349 0
GRAINGER W W INC COM 384802104 7,354 24,748 SH   SOLE   0 24,748 0
GREEN DOT CORP COM 39304D102 1,608 63,691 SH   SOLE   0 63,691 0
GUARDANT HEALTH INC COM 40131M109 9,913 155,307 SH   SOLE   0 155,307 0
GUIDEWIRE SOFTWARE INC COM 40171V100 64,954 616,378 SH   SOLE   0 616,378 0
HAEMONETICS CORP/MASS COM 405024100 53,500 424,133 SH   SOLE   0 424,133 0
HALOZYME THERAPEUTICS INC COM 40637H109 16,332 1,052,974 SH   SOLE   0 1,052,974 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 17,663 527,250 SH   SOLE   0 527,250 0
HEALTHCARE SERVICE COM 421906108 2,691 110,789 SH   SOLE   0 110,789 0
HEALTHEQUITY INC COM 42226A107 26,786 468,747 SH   SOLE   0 468,747 0
HENKEL AG & CO. KGAA ADR 42550U208 9,232 373,058 SH   SOLE   0 373,058 0
HEXCEL CORPORATION COM 428291108 170,180 2,072,076 SH   SOLE   0 2,072,076 0
HILLTOP HOLDINGS INC COM 432748101 3,215 134,574 SH   SOLE   0 134,574 0
HMS HOLDINGS CORP COM 40425J101 4,649 134,902 SH   SOLE   0 134,902 0
HOME DEPOT INC/THE COM 437076102 44,603 192,236 SH   SOLE   0 192,236 0
HONEYWELL INTERNATIONAL INC COM 438516106 31,085 183,720 SH   SOLE   0 183,720 0
HORIZON THERAPEUTICS PLC COM G46188101 49,174 1,805,886 SH   SOLE   0 1,805,886 0
HOST HOTELS & RESORTS INC REIT 44107P104 24,217 1,400,634 SH   SOLE   0 1,400,634 0
HUMANA INC. COM 444859102 6,096 23,842 SH   SOLE   0 23,842 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 13,105 61,875 SH   SOLE   0 61,875 0
HUNTSMAN CORPORATION COM 447011107 58,404 2,510,914 SH   SOLE   0 2,510,914 0
IAA INC COM 449253103 51,150 1,210,389 SH   SOLE   0 1,210,389 0
IAC/INTERACTIVECORP COM 44919P508 70,494 323,411 SH   SOLE   0 323,411 0
ICU MEDICAL INC COM 44930G107 5,153 32,285 SH   SOLE   0 32,285 0
IDEXX LABORATORIES INC COM 45168D104 83,335 306,531 SH   SOLE   0 306,531 0
IHS MARKIT LTD COM G47567105 93,379 1,396,215 SH   SOLE   0 1,396,215 0
II-VI INCORPORATED COM 902104108 28,382 806,073 SH   SOLE   0 806,073 0
IMPINJ INC COM 453204109 2,691 87,282 SH   SOLE   0 87,282 0
INCYTE CORP COM 45337C102 26,296 354,257 SH   SOLE   0 354,257 0
INGERSOLL-RAND PLC COM G47791101 4,916 39,900 SH   SOLE   0 39,900 0
INPHI CORP COM 45772F107 4,209 68,939 SH   SOLE   0 68,939 0
INSMED INC COM 457669307 18,475 1,046,301 SH   SOLE   0 1,046,301 0
INSPERITY INC COM 45778Q107 7,345 74,474 SH   SOLE   0 74,474 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 4,491 78,322 SH   SOLE   0 78,322 0
INSULET CORP COM 45784P101 86,438 524,087 SH   SOLE   0 524,087 0
INTEGER HOLDINGS CORPORATION COM 45826H109 3,967 52,500 SH   SOLE   0 52,500 0
INTEL CORP COM 458140100 2,561 49,700 SH   SOLE   0 49,700 0
IPG PHOTONICS CORP COM 44980X109 71,891 530,164 SH   SOLE   0 530,164 0
IQVIA HOLDINGS INC COM 46266C105 57,335 383,817 SH   SOLE   0 383,817 0
IROBOT CORP COM 462726100 2,509 40,679 SH   SOLE   0 40,679 0
J2 GLOBAL, INC. COM 48123V102 7,059 77,726 SH   SOLE   0 77,726 0
JACK HENRY & ASSOC COM 426281101 8,112 55,575 SH   SOLE   0 55,575 0
JETBLUE AIRWAYS CORPORATION COM 477143101 9,060 540,925 SH   SOLE   0 540,925 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 68,035 684,254 SH   SOLE   0 684,254 0
JOHNSON & JOHNSON COM 478160104 18,306 141,497 SH   SOLE   0 141,497 0
JPMORGAN CHASE & CO COM 46625H100 29,441 250,160 SH   SOLE   0 250,160 0
KANSAS CITY SOUTHERN COM 485170302 28,321 212,925 SH   SOLE   0 212,925 0
KAR AUCTION SERVICES INC COM 48238T109 11,140 453,759 SH   SOLE   0 453,759 0
KENNAMETAL INC COM 489170100 27,389 890,978 SH   SOLE   0 890,978 0
KEURIG DR PEPPER INC COM 49271V100 2,795 102,300 SH   SOLE   0 102,300 0
KEYSIGHT TECHNOLOGIES IN COM 49338L103 114,901 1,172,656 SH   SOLE   0 1,172,656 0
KIRBY CORP COM 497266106 4,155 50,575 SH   SOLE   0 50,575 0
KIRKLAND LAKE GO COM 49741E100 40,056 894,100 SH   SOLE   0 894,100 0
KLA CORP COM 482480100 4,736 29,700 SH   SOLE   0 29,700 0
KNIGHT SWIFT TRANSN HOLDINGS INC COM 499049104 12,516 344,800 SH   SOLE   0 344,800 0
KRATOS DEFENSE & SECURITY SOLUTIONS, INC. COM 50077B207 3,925 211,100 SH   SOLE   0 211,100 0
KURA ONCOLOGY INC COM 50127T109 22,789 1,502,217 SH   SOLE   0 1,502,217 0
L3HARRIS TECHNOLOGIES INC COM 502431109 119,548 572,989 SH   SOLE   0 572,989 0
LABORATORY CORP OF AMERICA HOL COM 50540R409 2,688 16,000 SH   SOLE   0 16,000 0
LAMAR ADVERTISING COMPANY REIT 512816109 12,715 155,198 SH   SOLE   0 155,198 0
LANDSTAR SYSTEM INC COM 515098101 65,744 583,979 SH   SOLE   0 583,979 0
LEAR CORPORATION COM 521865204 14,083 119,450 SH   SOLE   0 119,450 0
LENDINGTREE INC COM 52603B107 28,082 90,463 SH   SOLE   0 90,463 0
LENNAR CORP-A COM 526057104 29,555 529,179 SH   SOLE   0 529,179 0
LGI HOMES INC COM 50187T106 16,417 193,801 SH   SOLE   0 193,801 0
LHC GROUP INC COM 50187A107 6,741 59,358 SH   SOLE   0 59,358 0
LIGAND PHARMACEUTICALS COM 53220K504 22,339 224,422 SH   SOLE   0 224,422 0
LINCOLN NATIONAL CORPORATION COM 534187109 29,274 485,304 SH   SOLE   0 485,304 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 3,216 191,905 SH   SOLE   0 191,905 0
LIONS GATE ENTERTAINMENT-A COM 535919401 28,789 3,112,331 SH   SOLE   0 3,112,331 0
LITTELFUSE INC COM 537008104 20,472 115,457 SH   SOLE   0 115,457 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 2,680 40,400 SH   SOLE   0 40,400 0
LOCKHEED MARTIN CORP COM 539830109 32,069 82,215 SH   SOLE   0 82,215 0
LPL FINANCIAL HOLDINGS INC COM 50212V100 42,228 515,610 SH   SOLE   0 515,610 0
LULULEMON ATHLETICA INC COM 550021109 93,001 483,043 SH   SOLE   0 483,043 0
LUMENTUM HOLDINGS INC COM 55024U109 37,217 694,857 SH   SOLE   0 694,857 0
MARATHON PETROLEUM COMPANY COM 56585A102 19,171 315,575 SH   SOLE   0 315,575 0
MARINEMAX INC COM 567908108 28,818 1,861,655 SH   SOLE   0 1,861,655 0
MARKETAXESS HOLDINGS INC COM 57060D108 75,165 229,510 SH   SOLE   0 229,510 0
MARSH & MCLENNAN COMPANIES, INC. COM 571748102 51,536 515,100 SH   SOLE   0 515,100 0
MARTIN MARIETTA MATERIALS INC COM 573284106 131,829 480,953 SH   SOLE   0 480,953 0
MARVELL TECHNOLOGY GROUP LTD COM G5876H105 37,059 1,484,142 SH   SOLE   0 1,484,142 0
MASCO CORPORATION COM 574599106 10,873 260,875 SH   SOLE   0 260,875 0
MASIMO CORPORATION COM 574795100 68,459 460,109 SH   SOLE   0 460,109 0
MASTERCARD INC COM 57636Q104 17,117 63,030 SH   SOLE   0 63,030 0
MATCH GROUP, INC. COM 57665R106 8,321 116,475 SH   SOLE   0 116,475 0
MAXIM INTEGRATED PRODUCTS COM 57772K101 60,492 1,044,067 SH   SOLE   0 1,044,067 0
MCDONALD'S CORP COM 580135101 28,225 131,456 SH   SOLE   0 131,456 0
MEDICAL PROPERTIES TRUST INC COM 58463J304 2,768 141,532 SH   SOLE   0 141,532 0
MEDPACE HOLDINGS INC. COM 58506Q109 5,297 63,025 SH   SOLE   0 63,025 0
MEDTRONIC PLC COM G5960L103 24,435 224,954 SH   SOLE   0 224,954 0
MERCK & CO. INC. COM 58933Y105 29,091 345,581 SH   SOLE   0 345,581 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 10,325 14,658 SH   SOLE   0 14,658 0
MICROCHIP TECHNOLOGY INC COM 595017104 71,169 765,999 SH   SOLE   0 765,999 0
MICRON TECHNOLOGY INC COM 595112103 2,627 61,300 SH   SOLE   0 61,300 0
MICROSOFT CORP COM 594918104 84,714 609,316 SH   SOLE   0 609,316 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 54,097 416,100 SH   SOLE   0 416,100 0
MOLINA HEALTHCARE, INC. COM 60855R100 9,464 86,258 SH   SOLE   0 86,258 0
MONOLITHIC PWR SYS COM 609839105 6,272 40,300 SH   SOLE   0 40,300 0
MONRO INC COM 610236101 8,080 102,271 SH   SOLE   0 102,271 0
MONSTER BEVERAGE CORP COM 61174X109 65,384 1,126,140 SH   SOLE   0 1,126,140 0
MOODY'S CORP COM 615369105 71,960 351,315 SH   SOLE   0 351,315 0
MORNINGSTAR INC COM 617700109 36,957 252,885 SH   SOLE   0 252,885 0
MOTOROLA SOLUTIONS INC COM 620076307 20,147 118,225 SH   SOLE   0 118,225 0
MSCI INC COM 55354G100 64,830 297,729 SH   SOLE   0 297,729 0
NATIONAL OILWELL VARCO INC COM 637071101 27,803 1,311,460 SH   SOLE   0 1,311,460 0
NATIONAL VISION HOLDINGS INC COM 63845R107 20,895 868,076 SH   SOLE   0 868,076 0
NEOGENOMICS INC COM 64049M209 38,291 2,002,651 SH   SOLE   0 2,002,651 0
NESTLE SA/AG ADR 641069406 8,928 82,217 SH   SOLE   0 82,217 0
NETFLIX INC COM 64110L106 2,301 8,600 SH   SOLE   0 8,600 0
NEWMONT GOLDCORP CORPORATION COM 651639106 9,647 254,400 SH   SOLE   0 254,400 0
NMI HOLDINGS INC-CLASS A COM 629209305 37,777 1,438,589 SH   SOLE   0 1,438,589 0
NORTHROP GRUMMAN CORP COM 666807102 3,823 10,200 SH   SOLE   0 10,200 0
NORWEGIAN CRUISE LINE HOLDINGS LTD COM G66721104 27,477 530,750 SH   SOLE   0 530,750 0
NOVARTIS AG ADR 66987V109 8,003 92,092 SH   SOLE   0 92,092 0
NOVO NORDISK A/S ADR 670100205 10,402 201,205 SH   SOLE   0 201,205 0
NOVOCURE LTD COM G6674U108 42,825 572,680 SH   SOLE   0 572,680 0
NUVASIVE INC COM 670704105 29,126 459,540 SH   SOLE   0 459,540 0
ODONATE THERAPEUTICS INC COM 676079106 11,973 459,968 SH   SOLE   0 459,968 0
OLD DOMINION FREIGHT LINE COM 679580100 49,068 288,682 SH   SOLE   0 288,682 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 28,795 689,048 SH   SOLE   0 689,048 0
OMNICELL INC COM 68213N109 44,599 617,112 SH   SOLE   0 617,112 0
ONE GAS, INC. COM 68235P108 33,032 343,691 SH   SOLE   0 343,691 0
ONEOK INC. COM 682680103 30,592 415,150 SH   SOLE   0 415,150 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 8,767 22,000 SH   SOLE   0 22,000 0
OWENS CORNING COM 690742101 16,092 254,625 SH   SOLE   0 254,625 0
PAGERDUTY INC COM 69553P100 8,611 304,815 SH   SOLE   0 304,815 0
PARSLEY ENERGY INC COM 701877102 4,949 294,600 SH   SOLE   0 294,600 0
PATTERSON UTI ENEG COM 703481101 17,753 2,076,415 SH   SOLE   0 2,076,415 0
PAYCHEX INC COM 704326107 10,446 126,200 SH   SOLE   0 126,200 0
PAYPAL HOLDINGS INC COM 70450Y103 9,313 89,900 SH   SOLE   0 89,900 0
PEGASYSTEMS INC COM 705573103 78,764 1,157,444 SH   SOLE   0 1,157,444 0
PENN NATIONAL GAMING INC COM 707569109 44,762 2,403,342 SH   SOLE   0 2,403,342 0
PENUMBRA INC COM 70975L107 26,856 197,677 SH   SOLE   0 197,677 0
PEPSICO INC COM 713448108 22,472 163,911 SH   SOLE   0 163,911 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 6,922 150,438 SH   SOLE   0 150,438 0
PERSPECTA INC COM 715347100 63,049 2,413,810 SH   SOLE   0 2,413,810 0
PETMED EXPRESS INC COM 716382106 1,416 78,564 SH   SOLE   0 78,564 0
PFIZER INC COM 717081103 20,770 578,069 SH   SOLE   0 578,069 0
PINTEREST INC- CLASS A COM 72352L106 36,833 1,392,544 SH   SOLE   0 1,392,544 0
PIONEER NATURAL RESOURCES COMPANY COM 723787107 10,789 85,786 SH   SOLE   0 85,786 0
PJT PARTNERS INC - A COM 69343T107 31,650 777,634 SH   SOLE   0 777,634 0
PLANET FITNESS INCORPORATION COM 72703H101 71,538 1,236,193 SH   SOLE   0 1,236,193 0
PLEXUS CORP COM 729132100 3,907 62,504 SH   SOLE   0 62,504 0
PNC FINANCIAL SERVICES GROUP COM 693475105 23,774 169,619 SH   SOLE   0 169,619 0
POOL CORP COM 73278L105 142,225 705,279 SH   SOLE   0 705,279 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 23,946 424,808 SH   SOLE   0 424,808 0
POWER INTEGRATIONS COM 739276103 5,108 56,483 SH   SOLE   0 56,483 0
PRA GROUP INC COM 69354N106 2,945 87,162 SH   SOLE   0 87,162 0
PRA HEALTH SCIENCES INC COM 69354M108 59,623 600,862 SH   SOLE   0 600,862 0
PROCTER & GAMBLE CO/THE COM 742718109 37,705 303,148 SH   SOLE   0 303,148 0
PROGENICS PHARMACEUTICALS COM 743187106 19,957 3,948,024 SH   SOLE   0 3,948,024 0
PROGRESSIVE CORP/THE COM 743315103 7,285 94,300 SH   SOLE   0 94,300 0
PROLOGIS INC COM 74340W103 20,330 238,556 SH   SOLE   0 238,556 0
PROOFPOINT, INC. COM 743424103 48,880 378,771 SH   SOLE   0 378,771 0
PROTO LABS INC COM 743713109 6,221 60,934 SH   SOLE   0 60,934 0
PRUDENTIAL PLC ADR 74435K204 12,864 353,500 SH   SOLE   0 353,500 0
PTC INC COM 69370C100 49,223 721,951 SH   SOLE   0 721,951 0
PULTEGROUP INC COM 745867101 16,702 456,950 SH   SOLE   0 456,950 0
Q2 HOLDINGS INC COM 74736L109 13,802 175,000 SH   SOLE   0 175,000 0
QTS REALTY TRUST INC REIT 74736A103 3,458 67,268 SH   SOLE   0 67,268 0
QUAKER CHEMICAL CORP COM 747316107 108,079 683,441 SH   SOLE   0 683,441 0
QUALYS INC COM 74758T303 3,665 48,500 SH   SOLE   0 48,500 0
QUIDEL CORPORATION COM 74838J101 28,086 457,803 SH   SOLE   0 457,803 0
RA PHARMACEUTICALS INC COM 74933V108 16,407 693,726 SH   SOLE   0 693,726 0
RADIANT LOGISTICS COM 75025X100 1,706 330,075 SH   SOLE   0 330,075 0
RALPH LAUREN CORPORATION COM 751212101 4,458 46,700 SH   SOLE   0 46,700 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 20,862 589,825 SH   SOLE   0 589,825 0
REALPAGE INC COM 75606N109 109,505 1,742,051 SH   SOLE   0 1,742,051 0
REALTY INCOME CORP COM 756109104 2,277 29,700 SH   SOLE   0 29,700 0
REPLIGEN CORP COM 759916109 26,132 340,745 SH   SOLE   0 340,745 0
REVOLVE GROUP INC COM 76156B107 31,982 1,368,517 SH   SOLE   0 1,368,517 0
RINGCENTRAL INC-CLASS A COM 76680R206 54,898 436,875 SH   SOLE   0 436,875 0
RITCHIE BROS AUCTIONEERS COM 767744105 107,148 2,685,399 SH   SOLE   0 2,685,399 0
ROBERT HALF INTL COM 770323103 7,913 142,175 SH   SOLE   0 142,175 0
ROSS STORES INC COM 778296103 28,242 257,100 SH   SOLE   0 257,100 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 65,807 609,966 SH   SOLE   0 152,500 0
ROYAL DUTCH SHELL PLC ADR 780259107 10,883 181,689 SH   SOLE   0 181,689 0
RYANAIR HOLDINGS PLC ADR 783513203 12,391 186,666 SH   SOLE   0 186,666 0
SAGE THERAPEUTICS INC COM 78667J108 56,207 400,648 SH   SOLE   0 400,648 0
SAILPOINT TECHNOLOGIES HOLDI COM 78781P105 25,676 1,373,769 SH   SOLE   0 1,373,769 0
SALESFORCE.COM INC COM 79466L302 7,734 52,100 SH   SOLE   0 52,100 0
SAP SE ADR 803054204 8,243 69,934 SH   SOLE   0 69,934 0
SAREPTA THERAPEUTICS INC COM 803607100 25,589 339,743 SH   SOLE   0 339,743 0
SBA COMMUNICATIONS CORP COM 78410G104 145,685 604,128 SH   SOLE   0 604,128 0
SEMPRA ENERGY COM 816851109 20,816 141,017 SH   SOLE   0 141,017 0
SEMTECH CORPORATION COM 816850101 6,985 143,696 SH   SOLE   0 143,696 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 42,536 619,608 SH   SOLE   0 619,608 0
SERITAGE GROWTH PROP- A REIT COM 81752R100 49,690 1,169,447 SH   SOLE   0 1,169,447 0
SERVICEMASTER GLOBAL HOLDING COM 81761R109 48,781 872,648 SH   SOLE   0 872,648 0
SERVICENOW INC COM 81762P102 114,591 451,413 SH   SOLE   0 451,413 0
SHOPIFY INC - CLASS A COM 82509L107 41,893 134,356 SH   SOLE   0 134,356 0
SILICON LABORATORIES INC COM 826919102 40,917 367,464 SH   SOLE   0 367,464 0
SINCLAIR BROADCAST GROUP -A COM 829226109 41,508 971,180 SH   SOLE   0 971,180 0
SIRIUS XM HOLDINGS INC COM 82968B103 76,067 12,160,940 SH   SOLE   0 12,160,940 0
SKYWORKS SOLUTIONS, INC. COM 83088M102 28,255 356,525 SH   SOLE   0 356,525 0
SLACK TECHNOLOGIES INC- CL A COM 83088V102 13,300 560,458 SH   SOLE   0 560,458 0
SMITH (A.O.) CORP COM 831865209 48,851 1,023,920 SH   SOLE   0 1,023,920 0
SPIRIT AIRLINES COM 848577102 18,453 508,350 SH   SOLE   0 508,350 0
SPLUNK INC COM 848637104 118,051 1,001,620 SH   SOLE   0 1,001,620 0
SPRINT CORPORATION COM 85207U105 11,132 1,804,199 SH   SOLE   0 1,804,199 0
SQUARE INC - A COM 852234103 51,752 835,376 SH   SOLE   0 835,376 0
SS&C TECHNOLOGIES HOLDINGS INC COM 78467J100 2,744 53,200 SH   SOLE   0 53,200 0
STARBUCKS CORP COM 855244109 9,894 111,900 SH   SOLE   0 111,900 0
STEVEN MADDEN LTD COM 556269108 57,443 1,604,997 SH   SOLE   0 1,604,997 0
STONERIDGE INC. COM 86183P102 4,108 132,633 SH   SOLE   0 132,633 0
STRYKER CORP COM 863667101 2,639 12,200 SH   SOLE   0 12,200 0
SUMMIT MATERIALS INC -CL A COM 86614U100 48,397 2,180,026 SH   SOLE   0 2,180,026 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 9,341 339,910 SH   SOLE   0 339,910 0
SYNOPSYS INC COM 871607107 103,651 755,009 SH   SOLE   0 755,009 0
SYNOVUS FINANCIAL CORP. COM 87161C501 26,971 754,225 SH   SOLE   0 754,225 0
SYSCO CORP COM 871829107 21,398 269,493 SH   SOLE   0 269,493 0
SYSTEMAX INC COM 871851101 3,503 159,175 SH   SOLE   0 159,175 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 41,953 334,711 SH   SOLE   0 334,711 0
TANDEM DIABETES CARE INC COM 875372203 41,818 709,019 SH   SOLE   0 709,019 0
TARGET CORP COM 87612E106 5,880 55,000 SH   SOLE   0 55,000 0
TELADOC HEALTH INC COM 87918A105 49,403 729,515 SH   SOLE   0 729,515 0
TELEFLEX INCORPORATED COM 879369106 75,353 221,792 SH   SOLE   0 221,792 0
TERADYNE INC COM 880770102 5,108 88,200 SH   SOLE   0 88,200 0
TEXAS INSTRUMENTS INC COM 882508104 29,872 231,132 SH   SOLE   0 231,132 0
TEXTRON INC. COM 883203101 12,627 257,909 SH   SOLE   0 257,909 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 12,785 94,325 SH   SOLE   0 94,325 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 9,292 153,300 SH   SOLE   0 153,300 0
THE TIMKEN COMPANY COM 887389104 16,675 383,250 SH   SOLE   0 383,250 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,418 28,900 SH   SOLE   0 28,900 0
THERMON GROUP HOLDINGS INC COM 88362T103 37,143 1,616,313 SH   SOLE   0 1,616,313 0
THOR INDUSTRIES COM 885160101 8,413 148,536 SH   SOLE   0 148,536 0
TOTAL SA-SPON ADR ADR 89151E109 22,822 438,881 SH   SOLE   0 438,881 0
TPI COMPOSITES INC COM 87266J104 3,679 196,212 SH   SOLE   0 196,212 0
TRACTOR SUPPLY CO COM 892356106 13,349 147,600 SH   SOLE   0 147,600 0
TRANSUNION COM 89400J107 104,502 1,288,403 SH   SOLE   0 1,288,403 0
TREX COMPANY INC COM 89531P105 65,167 716,668 SH   SOLE   0 716,668 0
TWITTER INC COM 90184L102 122,628 2,976,406 SH   SOLE   0 2,976,406 0
TYLER TECHNOLOGIES INC COM 902252105 89,347 340,370 SH   SOLE   0 340,370 0
TYSON FOODS, INC. COM 902494103 24,423 283,532 SH   SOLE   0 283,532 0
UMPQUA HOLDINGS CO COM 904214103 5,957 361,900 SH   SOLE   0 361,900 0
UNION PACIFIC CORP COM 907818108 29,086 179,563 SH   SOLE   0 179,563 0
UNIQURE NV COM N90064101 12,416 315,456 SH   SOLE   0 315,456 0
UNITED AIRLINES HOLDINGS INC COM 910047109 6,410 72,500 SH   SOLE   0 72,500 0
UNITED RENTALS INC COM 911363109 64,605 518,331 SH   SOLE   0 518,331 0
UNITED TECHNOLOGIES CORP COM 913017109 3,932 28,800 SH   SOLE   0 28,800 0
UNITEDHEALTH GROUP INC COM 91324P102 14,104 64,900 SH   SOLE   0 64,900 0
UNIVERSAL DISPLAY COM 91347P105 6,099 36,325 SH   SOLE   0 36,325 0
UNIVERSAL ELECTRONICS INC COM 913483103 76,849 1,502,697 SH   SOLE   0 1,502,697 0
US PHYSICAL THERAP COM 90337L108 8,205 62,851 SH   SOLE   0 62,851 0
VAIL RESORTS INC COM 91879Q109 71,106 312,467 SH   SOLE   0 312,467 0
VALERO ENERGY CORPORATION COM 91913Y100 14,697 172,417 SH   SOLE   0 172,417 0
VAREX IMAGING CORPORATION COM 92214X106 2,823 98,929 SH   SOLE   0 98,929 0
VEEVA SYSTEMS INC-CLASS A COM 922475108 46,684 305,742 SH   SOLE   0 305,742 0
VERINT SYSTEMS INC COM 92343X100 2,956 69,100 SH   SOLE   0 69,100 0
VERIZON COMMUNICATIONS INC COM 92343V104 26,826 444,440 SH   SOLE   0 444,440 0
VIPER ENERGY PARTNERS LP COM 92763M105 52,944 1,913,390 SH   SOLE   0 1,913,390 0
VIRTUSA CORP COM 92827P102 3,356 93,163 SH   SOLE   0 93,163 0
VISA INC COM 92826C839 19,437 113,000 SH   SOLE   0 113,000 0
VOYA FINANCIAL INC COM 929089100 22,728 417,487 SH   SOLE   0 417,487 0
VULCAN MATERIALS COMPANY COM 929160109 24,943 164,925 SH   SOLE   0 164,925 0
W.R. BERKLEY CORPORATION COM 084423102 26,055 360,725 SH   SOLE   0 360,725 0
WABTEC CORP COM 929740108 49,522 689,147 SH   SOLE   0 689,147 0
WAL-MART DE MEXICO ADR 93114W107 10,090 340,612 SH   SOLE   0 340,612 0
WALMART INC COM 931142103 7,239 61,000 SH   SOLE   0 61,000 0
WALT DISNEY CO/THE COM 254687106 3,571 27,400 SH   SOLE   0 27,400 0
WASTE CONNECTIONS INC COM 94106B101 138,424 1,504,606 SH   SOLE   0 1,504,606 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 102,553 1,078,375 SH   SOLE   0 1,078,375 0
WELLS FARGO & CO COM 949746101 17,587 348,663 SH   SOLE   0 348,663 0
WELLTOWER INC COM 95040Q104 2,954 32,700 SH   SOLE   0 32,700 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 10,092 154,025 SH   SOLE   0 154,025 0
WEX INC COM 96208T104 45,875 227,031 SH   SOLE   0 227,031 0
WHITE MOUNTNS INSU COM G9618E107 16,416 15,200 SH   SOLE   0 15,200 0
WINGSTOP INC COM 974155103 16,146 528,954 SH   SOLE   0 528,954 0
WOODWARD INC COM 980745103 83,879 777,879 SH   SOLE   0 777,879 0
WORKDAY INC COM 98138H101 8,693 51,150 SH   SOLE   0 51,150 0
WRIGHT MEDICAL GROUP NV COM N96617118 21,587 1,046,373 SH   SOLE   0 1,046,373 0
WW GRAINGER INC COM 384802104 56,425 189,887 SH   SOLE   0 189,887 0
WYNDHAM DESTINATIONS INC COM 98310W108 2,278 49,500 SH   SOLE   0 49,500 0
XCEL ENERGY INC COM 98389B100 8,848 136,350 SH   SOLE   0 136,350 0
XILINX INC COM 983919101 52,944 552,071 SH   SOLE   0 552,071 0
XYLEM, INC. COM 98419M100 25,596 321,479 SH   SOLE   0 321,479 0
YETI HOLDINGS INC COM 98585X104 29,229 1,043,900 SH   SOLE   0 1,043,900 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 28,644 138,800 SH   SOLE   0 138,800 0
ZENDESK INC COM 98936J101 49,105 673,780 SH   SOLE   0 673,780 0
ZOETIS INC COM 98978V103 85,660 687,538 SH   SOLE   0 687,538 0
ZOGENIX INC COM 98978L204 27,769 693,531 SH   SOLE   0 693,531 0
ZYNGA INC COM 98986T108 27,923 4,797,700 SH   SOLE   0 4,797,700 0