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
ALKERMES PLC SHS G01767105 2,417 43,490 SH   SOLE   43,490 0 0
ALLERGAN PLC SHS G0177J108 93 441 SH   SOLE   441 0 0
ATLASSIAN CORP PLC CL A G06242104 245 10,180 SH   SOLE   10,180 0 0
BUNGE LIMITED COM G16962105 4,163 57,630 SH   SOLE   57,630 0 0
CREDICORP LTD COM G2519Y108 106 670 SH   SOLE   670 0 0
DELPHI AUTOMOTIVE PLC SHS G27823106 32,275 479,212 SH   SOLE   479,212 0 0
ICON PLC SHS G4705A100 8,669 115,280 SH   SOLE   115,280 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 93 3,055 SH   SOLE   3,055 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,109 296,250 SH   SOLE   296,250 0 0
MEDTRONIC PLC SHS G5960L103 41,580 583,746 SH   SOLE   583,746 0 0
NABORS INDUSTRIES LTD SHS G6359F103 367 22,400 SH   SOLE   22,400 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 413 21,880 SH   SOLE   21,880 0 0
PERRIGO CO PLC SHS G97822103 145 1,740 SH   SOLE   1,740 0 0
LOGITECH INTL S A SHS H50430232 6,104 246,445 SH   SOLE   246,445 0 0
TRANSOCEAN LTD REG SHS H8817H100 171 11,600 SH   SOLE   11,600 0 0
WIX COM LTD SHS M98068105 8,374 187,960 SH   SOLE   187,960 0 0
FERRARI N V COM N3167Y103 100 1,725 SH   SOLE   1,725 0 0
INTERXION HOLDING N.V SHS N47279109 7,757 221,182 SH   SOLE   221,182 0 0
MOBILEYE N V AMSTELVEEN ORD SHS N51488117 25,791 676,585 SH   SOLE   676,585 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,354 44,421 SH   SOLE   44,421 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 9,442 410,870 SH   SOLE   410,870 0 0
BROADCOM LTD SHS Y09827109 110 620 SH   SOLE   620 0 0
ABBOTT LABS COM 002824100 69 1,800 SH   SOLE   1,800 0 0
ABBVIE INC COM 00287Y109 113 1,800 SH   SOLE   1,800 0 0
ABIOMED INC COM 003654100 45,910 407,439 SH   SOLE   407,439 0 0
ACXIOM CORP COM 005125109 8,774 327,385 SH   SOLE   327,385 0 0
ADOBE SYS INC COM 00724F101 45,545 442,398 SH   SOLE   442,398 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,575 37,500 SH   SOLE   37,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 201 2,290 SH   SOLE   2,290 0 0
ALIGN TECHNOLOGY INC COM 016255101 4,062 42,260 SH   SOLE   42,260 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 3,274 97,180 SH   SOLE   97,180 0 0
ALPHABET INC CAP STK CL A 02079K305 182 230 SH   SOLE   230 0 0
ALPHABET INC CAP STK CL C 02079K107 40,274 52,181 SH   SOLE   52,181 0 0
AMAZON COM INC COM 023135106 28,615 38,160 SH   SOLE   38,160 0 0
AMERICAN EXPRESS CO COM 025816109 383 5,175 SH   SOLE   5,175 0 0
AMGEN INC COM 031162100 292 2,000 SH   SOLE   2,000 0 0
ANADARKO PETE CORP COM 032511107 4,595 65,900 SH   SOLE   65,900 0 0
ANSYS INC COM 03662Q105 1,451 15,690 SH   SOLE   15,690 0 0
APACHE CORP COM 037411105 6,513 102,610 SH   SOLE   102,610 0 0
APPLE INC COM 037833100 23,027 198,817 SH   SOLE   198,817 0 0
APPLIED MATLS INC COM 038222105 41,323 1,280,553 SH   SOLE   1,280,553 0 0
ASTEC INDS INC COM 046224101 11,008 163,175 SH   SOLE   163,175 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 308 3,000 SH   SOLE   3,000 0 0
BP PLC SPONSORED ADR 055622104 10,306 275,700 SH   SOLE   275,700 0 0
BWX TECHNOLOGIES INC COM 05605H100 14,303 360,265 SH   SOLE   360,265 0 0
BAKER HUGHES INC COM 057224107 8,699 133,900 SH   SOLE   133,900 0 0
BALL CORP COM 058498106 3,909 52,070 SH   SOLE   52,070 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102 91 2,470 SH   SOLE   2,470 0 0
BANK AMER CORP COM 060505104 6,095 275,800 SH   SOLE   275,800 0 0
BARRICK GOLD CORP COM 067901108 1,478 92,500 SH   SOLE   92,500 0 0
BARRACUDA NETWORKS INC COM 068323104 6,506 303,581 SH   SOLE   303,581 0 0
BELDEN INC COM 077454106 11,073 148,090 SH   SOLE   148,090 0 0
BERRY PLASTICS GROUP INC COM 08579W103 12,539 257,325 SH   SOLE   257,325 0 0
BHP BILLITON LTD SPONSORED ADR 088606108 1,238 34,600 SH   SOLE   34,600 0 0
BIOGEN INC COM 09062X103 29,605 104,396 SH   SOLE   104,396 0 0
BLACKHAWK NETWORK HLDGS INC COM 09238E104 11,477 304,625 SH   SOLE   304,625 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 2,012 115,885 SH   SOLE   115,885 0 0
BOEING CO COM 097023105 778 5,000 SH   SOLE   5,000 0 0
BONANZA CREEK ENERGY INC COM 097793103 306 300,400 SH   SOLE   300,400 0 0
BORGWARNER INC COM 099724106 408 10,340 SH   SOLE   10,340 0 0
BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 992 14,990 SH   SOLE   14,990 0 0
BURLINGTON STORES INC COM 122017106 11,353 133,963 SH   SOLE   133,963 0 0
CBOE HLDGS INC COM 12503M108 5,295 71,660 SH   SOLE   71,660 0 0
CBRE GROUP INC CL A 12504L109 23,218 737,314 SH   SOLE   737,314 0 0
CDK GLOBAL INC COM 12508E101 60 1,000 SH   SOLE   1,000 0 0
CDW CORP COM 12514G108 3,516 67,505 SH   SOLE   67,505 0 0
CME GROUP INC COM 12572Q105 33,420 289,723 SH   SOLE   289,723 0 0
CNOOC LTD SPONSORED ADR 126132109 754 6,080 SH   SOLE   6,080 0 0
CSRA INC COM 12650T104 14,873 467,125 SH   SOLE   467,125 0 0
CABOT OIL & GAS CORP COM 127097103 1,214 51,970 SH   SOLE   51,970 0 0
CALIFORNIA RES CORP COM NEW 13057Q206 5 234 SH   SOLE   234 0 0
CALLON PETE CO DEL COM 13123X102 11,200 728,715 SH   SOLE   728,715 0 0
CANTEL MEDICAL CORP COM 138098108 2,855 36,254 SH   SOLE   36,254 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 8,686 358,785 SH   SOLE   358,785 0 0
CARRIZO OIL & GAS INC COM 144577103 627 16,780 SH   SOLE   16,780 0 0
CATERPILLAR INC DEL COM 149123101 139 1,500 SH   SOLE   1,500 0 0
CELANESE CORP DEL COM SER A 150870103 5,125 65,085 SH   SOLE   65,085 0 0
CHENIERE ENERGY INC COM NEW 16411R208 9,291 224,250 SH   SOLE   224,250 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 2,688 93,280 SH   SOLE   93,280 0 0
CHESAPEAKE ENERGY CORP COM 165167107 12,336 1,757,200 SH   SOLE   1,757,200 0 0
CHEVRON CORP NEW COM 166764100 11,356 96,485 SH   SOLE   96,485 0 0
CHINA PETE & CHEM CORP SPON ADR H SHS 16941R108 2,148 30,250 SH   SOLE   30,250 0 0
CHINA LODGING GROUP LTD SPONSORED ADR 16949N109 255 4,910 SH   SOLE   4,910 0 0
CIMAREX ENERGY CO COM 171798101 6,361 46,810 SH   SOLE   46,810 0 0
CINEMARK HOLDINGS INC COM 17243V102 12,053 314,210 SH   SOLE   314,210 0 0
CISCO SYS INC COM 17275R102 151 5,000 SH   SOLE   5,000 0 0
CINTAS CORP COM 172908105 2,219 19,200 SH   SOLE   19,200 0 0
CITIGROUP INC COM NEW 172967424 476 8,010 SH   SOLE   8,010 0 0
COACH INC COM 189754104 32,471 927,225 SH   SOLE   927,225 0 0
COCA COLA CO COM 191216100 415 10,020 SH   SOLE   10,020 0 0
COGNEX CORP COM 192422103 4,204 66,080 SH   SOLE   66,080 0 0
COMMSCOPE HLDG CO INC COM 20337X109 4,714 126,730 SH   SOLE   126,730 0 0
COMMVAULT SYSTEMS INC COM 204166102 11,401 221,807 SH   SOLE   221,807 0 0
CONCHO RES INC COM 20605P101 5,569 42,000 SH   SOLE   42,000 0 0
CONOCOPHILLIPS COM 20825C104 5,970 119,060 SH   SOLE   119,060 0 0
CONSOL ENERGY INC COM 20854P109 10 530 SH   SOLE   530 0 0
CONTINENTAL RESOURCES INC COM 212015101 29,644 575,168 SH   SOLE   575,168 0 0
COSTCO WHSL CORP NEW COM 22160K105 22,993 143,609 SH   SOLE   143,609 0 0
CRYOLIFE INC COM 228903100 9,993 521,825 SH   SOLE   521,825 0 0
CUMMINS INC COM 231021106 41 300 SH   SOLE   300 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 10,291 899,555 SH   SOLE   899,555 0 0
CYRUSONE INC COM 23283R100 9,050 202,330 SH   SOLE   202,330 0 0
DBV TECHNOLOGIES S A SPONSORED ADR 23306J101 340 9,690 SH   SOLE   9,690 0 0
DCP MIDSTREAM PARTNERS LP COM UT LTD PTN 23311P100 2,500 65,130 SH   SOLE   65,130 0 0
DST SYS INC DEL COM 233326107 1,269 11,840 SH   SOLE   11,840 0 0
DSW INC CL A 23334L102 8,148 359,715 SH   SOLE   359,715 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 14,879 264,280 SH   SOLE   264,280 0 0
DEERE & CO COM 244199105 8,670 84,143 SH   SOLE   84,143 0 0
DEL TACO RESTAURANTS INC COM 245496104 8,719 617,490 SH   SOLE   617,490 0 0
DENTSPLY SIRONA INC COM 24906P109 740 12,820 SH   SOLE   12,820 0 0
DEVON ENERGY CORP NEW COM 25179M103 40,272 881,814 SH   SOLE   881,814 0 0
DEVRY ED GROUP INC COM 251893103 9,339 299,335 SH   SOLE   299,335 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,756 66,852 SH   SOLE   66,852 0 0
DICKS SPORTING GOODS INC COM 253393102 26,636 501,629 SH   SOLE   501,629 0 0
DIGITALGLOBE INC COM NEW 25389M877 7,935 276,980 SH   SOLE   276,980 0 0
DISNEY WALT CO COM DISNEY 254687106 208 2,000 SH   SOLE   2,000 0 0
DOMINION MIDSTREAM PARTNERS COM UT REP LTD 257454108 2,708 91,638 SH   SOLE   91,638 0 0
DORMAN PRODUCTS INC COM 258278100 8,879 121,525 SH   SOLE   121,525 0 0
ENI S P A SPONSORED ADR 26874R108 3,873 120,140 SH   SOLE   120,140 0 0
EOG RES INC COM 26875P101 54,340 537,489 SH   SOLE   537,489 0 0
EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 3,556 46,380 SH   SOLE   46,380 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 3,891 112,285 SH   SOLE   112,285 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 9,245 116,520 SH   SOLE   116,520 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 30,488 325,383 SH   SOLE   325,383 0 0
8X8 INC NEW COM 282914100 8,381 586,096 SH   SOLE   586,096 0 0
ELECTRONIC ARTS INC COM 285512109 19,089 242,375 SH   SOLE   242,375 0 0
EMERGE ENERGY SVCS LP COM REP PARTN 29102H108 3,859 313,480 SH   SOLE   313,480 0 0
ENBRIDGE INC COM 29250N105 320 7,600 SH   SOLE   7,600 0 0
ENCANA CORP COM 292505104 8,720 742,750 SH   SOLE   742,750 0 0
ENERGEN CORP COM 29265N108 7,783 134,960 SH   SOLE   134,960 0 0
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 620 32,100 SH   SOLE   32,100 0 0
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 10,477 292,569 SH   SOLE   292,569 0 0
ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 3,702 201,000 SH   SOLE   201,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 16,729 618,670 SH   SOLE   618,670 0 0
EXELIXIS INC COM 30161Q104 13,926 934,015 SH   SOLE   934,015 0 0
EXXON MOBIL CORP COM 30231G102 8,747 96,910 SH   SOLE   96,910 0 0
F M C CORP COM NEW 302491303 3,939 69,645 SH   SOLE   69,645 0 0
FACEBOOK INC CL A 30303M102 25,714 223,502 SH   SOLE   223,502 0 0
FAIRMOUNT SANTROL HLDGS INC COM 30555Q108 8,262 700,725 SH   SOLE   700,725 0 0
FASTENAL CO COM 311900104 1,823 38,810 SH   SOLE   38,810 0 0
FEDEX CORP COM 31428X106 27,297 146,599 SH   SOLE   146,599 0 0
F5 NETWORKS INC COM 315616102 4,748 32,810 SH   SOLE   32,810 0 0
FINANCIAL ENGINES INC COM 317485100 8,074 219,705 SH   SOLE   219,705 0 0
FIRST DATA CORP NEW COM CL A 32008D106 4,072 286,955 SH   SOLE   286,955 0 0
FISERV INC COM 337738108 5,813 54,694 SH   SOLE   54,694 0 0
FIVE9 INC COM 338307101 7,382 520,209 SH   SOLE   520,209 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 11,231 79,362 SH   SOLE   79,362 0 0
GTT COMMUNICATIONS INC COM 362393100 10,213 355,252 SH   SOLE   355,252 0 0
GALAPAGOS NV SPON ADR 36315X101 506 7,890 SH   SOLE   7,890 0 0
GALLAGHER ARTHUR J & CO COM 363576109 4,317 83,085 SH   SOLE   83,085 0 0
GENERAL ELECTRIC CO COM 369604103 48,256 1,527,102 SH   SOLE   1,527,102 0 0
GENESEE & WYO INC CL A 371559105 12,814 184,615 SH   SOLE   184,615 0 0
GENTEX CORP COM 371901109 2,255 114,500 SH   SOLE   114,500 0 0
GENESIS ENERGY L P UNIT LTD PARTN 371927104 1,394 38,690 SH   SOLE   38,690 0 0
GILEAD SCIENCES INC COM 375558103 1,264 17,650 SH   SOLE   17,650 0 0
GOLDCORP INC NEW COM 380956409 1,156 85,000 SH   SOLE   85,000 0 0
GRAND CANYON ED INC COM 38526M106 10,398 177,890 SH   SOLE   177,890 0 0
GRANITE CONSTR INC COM 387328107 8,554 155,520 SH   SOLE   155,520 0 0
GREAT WESTN BANCORP INC COM 391416104 6,637 152,270 SH   SOLE   152,270 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 91 1,500 SH   SOLE   1,500 0 0
HALLIBURTON CO COM 406216101 10,038 185,580 SH   SOLE   185,580 0 0
HARLEY DAVIDSON INC COM 412822108 488 8,363 SH   SOLE   8,363 0 0
HEALTHSOUTH CORP COM NEW 421924309 11,089 268,900 SH   SOLE   268,900 0 0
HEALTHWAYS INC COM 422245100 6,872 302,050 SH   SOLE   302,050 0 0
HOLOGIC INC COM 436440101 4,538 113,100 SH   SOLE   113,100 0 0
HOME DEPOT INC COM 437076102 58,552 436,691 SH   SOLE   436,691 0 0
HONDA MOTOR LTD AMERN SHS 438128308 3,845 131,718 SH   SOLE   131,718 0 0
HUDSON TECHNOLOGIES INC COM 444144109 5,992 748,023 SH   SOLE   748,023 0 0
HUNT J B TRANS SVCS INC COM 445658107 24,397 251,333 SH   SOLE   251,333 0 0
HUNTINGTON BANCSHARES INC COM 446150104 4,159 314,635 SH   SOLE   314,635 0 0
ICU MED INC COM 44930G107 8,112 55,055 SH   SOLE   55,055 0 0
IDEXX LABS INC COM 45168D104 3,448 29,405 SH   SOLE   29,405 0 0
ILLINOIS TOOL WKS INC COM 452308109 266 2,170 SH   SOLE   2,170 0 0
IMPINJ INC COM 453204109 4,083 115,547 SH   SOLE   115,547 0 0
INPHI CORP COM 45772F107 7,833 175,555 SH   SOLE   175,555 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 15,107 176,089 SH   SOLE   176,089 0 0
INTEL CORP COM 458140100 170 4,700 SH   SOLE   4,700 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 5,295 8,350 SH   SOLE   8,350 0 0
IRON MTN INC NEW COM 46284V101 2,045 62,965 SH   SOLE   62,965 0 0
ISHARES INDIA 50 ETF 464289529 1,140 41,700 SH   SOLE   41,700 0 0
ISHARES TR MSCI EAFE ETF 464287465 7,361 127,500 SH   SOLE   127,500 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 49,889 1,425,000 SH   SOLE   1,425,000 0 0
ISHARES TR RUS 1000 GRW ETF 464287614 3,000 28,600 SH   SOLE   28,600 0 0
ISHARES TR RUS MD CP GR ETF 464287481 253 2,600 SH   SOLE   2,600 0 0
ISHARES TR 20 YR TR BD ETF 464287432 7,148 60,000 SH   SOLE   60,000 0 0
ISHARES TR HDG MSCI GERMN 46434V704 5,168 200,000 SH   SOLE   200,000 0 0
ITRON INC COM 465741106 12,718 202,350 SH   SOLE   202,350 0 0
JPMORGAN CHASE & CO COM 46625H100 7,628 88,400 SH   SOLE   88,400 0 0
JACK IN THE BOX INC COM 466367109 12,063 108,050 SH   SOLE   108,050 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 10,021 116,588 SH   SOLE   116,588 0 0
KAR AUCTION SVCS INC COM 48238T109 3,318 77,850 SH   SOLE   77,850 0 0
KBR INC COM 48242W106 12,369 741,090 SH   SOLE   741,090 0 0
KLX INC COM 482539103 6,124 135,755 SH   SOLE   135,755 0 0
KENNAMETAL INC COM 489170100 10,905 348,850 SH   SOLE   348,850 0 0
KINDER MORGAN INC DEL COM 49456B101 1,352 65,300 SH   SOLE   65,300 0 0
KOHLS CORP COM 500255104 2,929 59,320 SH   SOLE   59,320 0 0
LKQ CORP COM 501889208 2,919 95,229 SH   SOLE   95,229 0 0
LINCOLN ELEC HLDGS INC COM 533900106 5,069 66,120 SH   SOLE   66,120 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 11,003 409,048 SH   SOLE   409,048 0 0
LITHIA MTRS INC CL A 536797103 13,959 144,160 SH   SOLE   144,160 0 0
LOGMEIN INC COM 54142L109 14,211 147,185 SH   SOLE   147,185 0 0
LUMENTUM HLDGS INC COM 55024U109 7,193 186,113 SH   SOLE   186,113 0 0
MPLX LP COM UNIT REP LTD 55336V100 6,985 201,749 SH   SOLE   201,749 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 7,403 97,880 SH   SOLE   97,880 0 0
MARATHON PETE CORP COM 56585A102 7,318 145,345 SH   SOLE   145,345 0 0
MASTEC INC COM 576323109 15,867 414,835 SH   SOLE   414,835 0 0
MCDONALDS CORP COM 580135101 97 800 SH   SOLE   800 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 9,439 190,040 SH   SOLE   190,040 0 0
MERCURY SYS INC COM 589378108 10,240 338,854 SH   SOLE   338,854 0 0
MICROSOFT CORP COM 594918104 56,866 915,124 SH   SOLE   915,124 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 43,741 681,853 SH   SOLE   681,853 0 0
MICROSEMI CORP COM 595137100 21,837 404,605 SH   SOLE   404,605 0 0
MIDDLEBY CORP COM 596278101 31,510 244,620 SH   SOLE   244,620 0 0
MONOLITHIC PWR SYS INC COM 609839105 10,513 128,315 SH   SOLE   128,315 0 0
MONSANTO CO NEW COM 61166W101 644 6,120 SH   SOLE   6,120 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 17,935 404,496 SH   SOLE   404,496 0 0
MOOG INC CL A 615394202 1,729 26,330 SH   SOLE   26,330 0 0
MORGAN STANLEY COM NEW 617446448 32,943 779,714 SH   SOLE   779,714 0 0
MURPHY OIL CORP COM 626717102 2,384 76,590 SH   SOLE   76,590 0 0
MURPHY USA INC COM 626755102 538 8,745 SH   SOLE   8,745 0 0
MYRIAD GENETICS INC COM 62855J104 379 22,760 SH   SOLE   22,760 0 0
NEOGENOMICS INC COM NEW 64049M209 8,324 971,332 SH   SOLE   971,332 0 0
NETFLIX INC COM 64110L106 14,890 120,273 SH   SOLE   120,273 0 0
NEWFIELD EXPL CO COM 651290108 296 7,300 SH   SOLE   7,300 0 0
NEXSTAR BROADCASTING GROUP I CL A 65336K103 10,470 165,410 SH   SOLE   165,410 0 0
NICE LTD SPONSORED ADR 653656108 277 4,035 SH   SOLE   4,035 0 0
NIKE INC CL B 654106103 102 2,000 SH   SOLE   2,000 0 0
NOBLE MIDSTREAM PARTNERS LP COM UNIT REPST 65506L105 1,588 44,100 SH   SOLE   44,100 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 1,210 24,300 SH   SOLE   24,300 0 0
NUVASIVE INC COM 670704105 14,948 221,905 SH   SOLE   221,905 0 0
OASIS PETE INC NEW COM 674215108 5,873 387,945 SH   SOLE   387,945 0 0
OCLARO INC COM NEW 67555N206 6,115 683,270 SH   SOLE   683,270 0 0
OLD DOMINION FGHT LINES INC COM 679580100 11,728 136,710 SH   SOLE   136,710 0 0
ON SEMICONDUCTOR CORP COM 682189105 9,746 763,830 SH   SOLE   763,830 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 5,676 131,970 SH   SOLE   131,970 0 0
ORACLE CORP COM 68389X105 115 3,000 SH   SOLE   3,000 0 0
OSHKOSH CORP COM 688239201 12,765 197,570 SH   SOLE   197,570 0 0
PDC ENERGY INC COM 69327R101 15,476 213,225 SH   SOLE   213,225 0 0
PDF SOLUTIONS INC COM 693282105 5,233 232,043 SH   SOLE   232,043 0 0
PNC FINL SVCS GROUP INC COM 693475105 8,257 70,600 SH   SOLE   70,600 0 0
PRA GROUP INC COM 69354N106 1,240 31,710 SH   SOLE   31,710 0 0
PRA HEALTH SCIENCES INC COM 69354M108 15,078 273,555 SH   SOLE   273,555 0 0
PTC INC COM 69370C100 3,426 74,035 SH   SOLE   74,035 0 0
PACCAR INC COM 693718108 367 5,750 SH   SOLE   5,750 0 0
PALO ALTO NETWORKS INC COM 697435105 37,371 298,848 SH   SOLE   298,848 0 0
PANERA BREAD CO CL A 69840W108 24,078 117,403 SH   SOLE   117,403 0 0
PARKER HANNIFIN CORP COM 701094104 26,492 189,231 SH   SOLE   189,231 0 0
PARSLEY ENERGY INC CL A 701877102 2,410 68,385 SH   SOLE   68,385 0 0
PATTERSON UTI ENERGY INC COM 703481101 5,007 186,000 SH   SOLE   186,000 0 0
PAYCHEX INC COM 704326107 897 14,740 SH   SOLE   14,740 0 0
PEPSICO INC COM 713448108 167 1,600 SH   SOLE   1,600 0 0
PETROCHINA CO LTD SPONSORED ADR 71646E100 1,360 18,450 SH   SOLE   18,450 0 0
PFIZER INC COM 717081103 211 6,500 SH   SOLE   6,500 0 0
PHILLIPS 66 COM 718546104 830 9,610 SH   SOLE   9,610 0 0
PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 1,614 33,190 SH   SOLE   33,190 0 0
PIONEER NAT RES CO COM 723787107 2,200 12,220 SH   SOLE   12,220 0 0
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 5,291 163,860 SH   SOLE   163,860 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 3,800 109,565 SH   SOLE   109,565 0 0
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 11,848 100,000 SH   SOLE   100,000 0 0
PRIMERICA INC COM 74164M108 7,996 115,627 SH   SOLE   115,627 0 0
PROCTER AND GAMBLE CO COM 742718109 320 3,800 SH   SOLE   3,800 0 0
PROS HOLDINGS INC COM 74346Y103 4,385 203,750 SH   SOLE   203,750 0 0
PROSPERITY BANCSHARES INC COM 743606105 3,495 48,690 SH   SOLE   48,690 0 0
QUALCOMM INC COM 747525103 453 6,950 SH   SOLE   6,950 0 0
QUANTA SVCS INC COM 74762E102 16,471 472,615 SH   SOLE   472,615 0 0
RPC INC COM 749660106 2,248 113,500 SH   SOLE   113,500 0 0
RPM INTL INC COM 749685103 1,090 20,240 SH   SOLE   20,240 0 0
RANDGOLD RES LTD ADR 752344309 2,290 30,000 SH   SOLE   30,000 0 0
RANGE RES CORP COM 75281A109 7,122 207,290 SH   SOLE   207,290 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 3,795 54,780 SH   SOLE   54,780 0 0
RBC BEARINGS INC COM 75524B104 7,624 82,145 SH   SOLE   82,145 0 0
REALPAGE INC COM 75606N109 5,109 170,293 SH   SOLE   170,293 0 0
RED HAT INC COM 756577102 22,714 325,880 SH   SOLE   325,880 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 4,174 87,575 SH   SOLE   87,575 0 0
RICE ENERGY INC COM 762760106 5,920 277,270 SH   SOLE   277,270 0 0
RICE MIDSTREAM PARTNERS LP UNIT LTD PARTN 762819100 4,399 178,970 SH   SOLE   178,970 0 0
ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 8,425 154,930 SH   SOLE   154,930 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 174 2,095 SH   SOLE   2,095 0 0
SM ENERGY CO COM 78454L100 1,893 54,900 SH   SOLE   54,900 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,124 28,500 SH   SOLE   28,500 0 0
SPDR SERIES TRUST S&P HOMEBUILD 78464A888 9,701 286,600 SH   SOLE   286,600 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 3,537 123,666 SH   SOLE   123,666 0 0
SCHLUMBERGER LTD COM 806857108 6,069 72,291 SH   SOLE   72,291 0 0
SCHWAB CHARLES CORP NEW COM 808513105 48,119 1,219,123 SH   SOLE   1,219,123 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 3,993 285,240 SH   SOLE   285,240 0 0
SEALED AIR CORP NEW COM 81211K100 628 13,840 SH   SOLE   13,840 0 0
SEATTLE GENETICS INC COM 812578102 1,977 37,460 SH   SOLE   37,460 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 7,197 91,587 SH   SOLE   91,587 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 941 32,345 SH   SOLE   32,345 0 0
SHOPIFY INC CL A 82509L107 13,794 321,755 SH   SOLE   321,755 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 412 9,710 SH   SOLE   9,710 0 0
SKECHERS U S A INC CL A 830566105 7,876 320,410 SH   SOLE   320,410 0 0
SMITH A O COM 831865209 3,855 81,425 SH   SOLE   81,425 0 0
SMART SAND INC COM 83191H107 1,923 116,200 SH   SOLE   116,200 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 537 18,750 SH   SOLE   18,750 0 0
SONIC CORP COM 835451105 1,190 44,885 SH   SOLE   44,885 0 0
SOUTHWEST AIRLS CO COM 844741108 2,115 42,440 SH   SOLE   42,440 0 0
SOUTHWESTERN ENERGY CO COM 845467109 8,329 769,800 SH   SOLE   769,800 0 0
SPECTRANETICS CORP COM 84760C107 6,562 267,840 SH   SOLE   267,840 0 0
SPIRIT AIRLS INC COM 848577102 11,997 207,340 SH   SOLE   207,340 0 0
SPLUNK INC COM 848637104 3,746 73,240 SH   SOLE   73,240 0 0
SQUARE INC CL A 852234103 2,686 197,075 SH   SOLE   197,075 0 0
STARBUCKS CORP COM 855244109 13,184 237,456 SH   SOLE   237,456 0 0
STATOIL ASA SPONSORED ADR 85771P102 755 41,390 SH   SOLE   41,390 0 0
STERICYCLE INC COM 858912108 2,133 27,690 SH   SOLE   27,690 0 0
STIFEL FINL CORP COM 860630102 7,273 145,605 SH   SOLE   145,605 0 0
STRYKER CORP COM 863667101 41 340 SH   SOLE   340 0 0
SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 1,273 50,600 SH   SOLE   50,600 0 0
SUNCOR ENERGY INC NEW COM 867224107 9,279 283,850 SH   SOLE   283,850 0 0
SUNOCO LOGISTICS PRTNRS L P COM UNITS 86764L108 1,554 64,700 SH   SOLE   64,700 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 8,346 330,541 SH   SOLE   330,541 0 0
SWIFT TRANSN CO CL A 87074U101 12,455 511,300 SH   SOLE   511,300 0 0
SYNOVUS FINL CORP COM NEW 87161C501 16,255 395,689 SH   SOLE   395,689 0 0
TJX COS INC NEW COM 872540109 514 6,840 SH   SOLE   6,840 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 164 5,710 SH   SOLE   5,710 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 12,378 251,135 SH   SOLE   251,135 0 0
TAL ED GROUP ADS REPSTG COM 874080104 333 4,740 SH   SOLE   4,740 0 0
TALLGRASS ENERGY PARTNERS LP COM UNIT 874697105 1,133 23,881 SH   SOLE   23,881 0 0
TARGA RES CORP COM 87612G101 4,852 86,530 SH   SOLE   86,530 0 0
TATA MTRS LTD SPONSORED ADR 876568502 105 3,060 SH   SOLE   3,060 0 0
TESARO INC COM 881569107 10,845 80,645 SH   SOLE   80,645 0 0
TESORO CORP COM 881609101 2,763 31,600 SH   SOLE   31,600 0 0
TESORO LOGISTICS LP COM UNIT LP 88160T107 1,883 37,065 SH   SOLE   37,065 0 0
TESSERA HLDG CORP COM 88166T101 10,449 236,395 SH   SOLE   236,395 0 0
TIVO CORP COM 88870P106 15 739 SH   SOLE   739 0 0
TOTAL S A SPONSORED ADR 89151E109 6,037 118,440 SH   SOLE   118,440 0 0
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 3,293 28,100 SH   SOLE   28,100 0 0
TRANSCANADA CORP COM 89353D107 2,289 50,690 SH   SOLE   50,690 0 0
TRANSDIGM GROUP INC COM 893641100 11,457 46,021 SH   SOLE   46,021 0 0
TRIMBLE INC COM 896239100 1,729 57,340 SH   SOLE   57,340 0 0
U S SILICA HLDGS INC COM 90346E103 18,490 326,220 SH   SOLE   326,220 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 33,409 131,046 SH   SOLE   131,046 0 0
UNDER ARMOUR INC CL A 904311107 1,316 45,300 SH   SOLE   45,300 0 0
UNDER ARMOUR INC CL C 904311206 1,275 50,656 SH   SOLE   50,656 0 0
UNION PAC CORP COM 907818108 207 2,000 SH   SOLE   2,000 0 0
UNIT CORP COM 909218109 2,457 91,430 SH   SOLE   91,430 0 0
UNITED RENTALS INC COM 911363109 4,272 40,460 SH   SOLE   40,460 0 0
UNITED STATES STL CORP NEW COM 912909108 3,350 101,470 SH   SOLE   101,470 0 0
UNITEDHEALTH GROUP INC COM 91324P102 52,032 325,120 SH   SOLE   325,120 0 0
UNIVAR INC COM 91336L107 8,271 291,525 SH   SOLE   291,525 0 0
VCA INC COM 918194101 1,011 14,720 SH   SOLE   14,720 0 0
VAIL RESORTS INC COM 91879Q109 3,855 23,900 SH   SOLE   23,900 0 0
VALERO ENERGY CORP NEW COM 91913Y100 2,596 38,000 SH   SOLE   38,000 0 0
VANDA PHARMACEUTICALS INC COM 921659108 9,314 583,960 SH   SOLE   583,960 0 0
VARIAN MED SYS INC COM 92220P105 1,879 20,930 SH   SOLE   20,930 0 0
VARONIS SYS INC COM 922280102 2,952 110,157 SH   SOLE   110,157 0 0
VEEVA SYS INC CL A COM 922475108 22,886 562,305 SH   SOLE   562,305 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,977 26,830 SH   SOLE   26,830 0 0
VIDEOCON D2H LTD ADR 92657J101 238 29,010 SH   SOLE   29,010 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 1,000 62,511 SH   SOLE   62,511 0 0
VISA INC COM CL A 92826C839 27,693 354,947 SH   SOLE   354,947 0 0
VONAGE HLDGS CORP COM 92886T201 13,513 1,972,720 SH   SOLE   1,972,720 0 0
WABTEC CORP COM 929740108 3,907 47,055 SH   SOLE   47,055 0 0
WAGEWORKS INC COM 930427109 9,009 124,258 SH   SOLE   124,258 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 40 480 SH   SOLE   480 0 0
WASTE CONNECTIONS INC COM 94106B101 5,657 71,980 SH   SOLE   71,980 0 0
WATERS CORP COM 941848103 1,024 7,620 SH   SOLE   7,620 0 0
WESCO INTL INC COM 95082P105 9,653 145,050 SH   SOLE   145,050 0 0
WESTERN ALLIANCE BANCORP COM 957638109 10,897 223,705 SH   SOLE   223,705 0 0
WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 5,922 100,785 SH   SOLE   100,785 0 0
WESTLAKE CHEM CORP COM 960413102 3,428 61,220 SH   SOLE   61,220 0 0
WEX INC COM 96208T104 10,809 96,855 SH   SOLE   96,855 0 0
WILLIAMS COS INC DEL COM 969457100 6,988 224,400 SH   SOLE   224,400 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 9,577 251,830 SH   SOLE   251,830 0 0
WPX ENERGY INC COM 98212B103 6,991 479,805 SH   SOLE   479,805 0 0
XILINX INC COM 983919101 5,151 85,320 SH   SOLE   85,320 0 0
XYLEM INC COM 98419M100 3,747 75,676 SH   SOLE   75,676 0 0
YELP INC CL A 985817105 11,979 314,155 SH   SOLE   314,155 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,722 143,690 SH   SOLE   143,690 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 13,442 156,735 SH   SOLE   156,735 0 0
ZELTIQ AESTHETICS INC COM 98933Q108 9,338 214,560 SH   SOLE   214,560 0 0