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
AAON INC COM PAR $0.004 000360206 3,938 111,400 SH   SOLE 111,400 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,002 116,800 SH   SOLE 116,800 0 0
ACI WORLDWIDE INC COM 004498101 543 25,400 SH   SOLE 25,400 0 0
ACTIVISION BLIZZARD INC COM 00507V109 21,440 430,000 SH   SOLE 430,000 0 0
ACUITY BRANDS INC COM 00508Y102 14,280 70,000 SH   SOLE 70,000 0 0
ADOBE SYS INC COM 00724F101 7,548 58,000 SH   SOLE 58,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,809 12,200 SH   SOLE 12,200 0 0
ADVISORY BRD CO COM 00762W107 665 14,200 SH   SOLE 14,200 0 0
AIR METHODS CORP COM PAR $.06 009128307 1,797 41,800 SH   SOLE 41,800 0 0
AIR PRODS & CHEMS INC COM 009158106 2,029 15,000 SH   SOLE 15,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 6,268 105,000 SH   SOLE 105,000 0 0
AKORN INC COM 009728106 1,902 79,000 SH   SOLE 79,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 28,006 231,000 SH   SOLE 231,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 9,920 92,000 SH   SOLE 92,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,118 6,700 SH   SOLE 6,700 0 0
ALLERGAN PLC SHS G0177J108 5,610 23,480 SH   SOLE 23,480 0 0
ALLIED WRLD ASSUR COM HLDG A SHS H01531104 3,823 72,000 SH   SOLE 72,000 0 0
ALPHABET INC CAP STK CL C 02079K107 1,742 2,100 SH   SOLE 2,100 0 0
ALPHABET INC CAP STK CL A 02079K305 17,634 20,800 SH   SOLE 20,800 0 0
AMAZON COM INC COM 023135106 16,844 19,000 SH   SOLE 19,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 14,086 115,900 SH   SOLE 115,900 0 0
AMETEK INC NEW COM 031100100 18,395 340,150 SH   SOLE 340,150 0 0
AMPHENOL CORP NEW CL A 032095101 20,817 292,500 SH   SOLE 292,500 0 0
ANADARKO PETE CORP COM 032511107 4,464 72,000 SH   SOLE 72,000 0 0
ANSYS INC COM 03662Q105 20,191 188,926 SH   SOLE 188,926 0 0
APPLE INC COM 037833100 6,321 44,000 SH   SOLE 44,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,231 19,900 SH   SOLE 19,900 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 449 8,000 SH   SOLE 8,000 0 0
APTARGROUP INC COM 038336103 12,619 163,900 SH   SOLE 163,900 0 0
ARCH CAP GROUP LTD ORD G0450A105 19,295 203,600 SH   SOLE 203,600 0 0
ARGAN INC COM 04010E109 2,639 39,900 SH   SOLE 39,900 0 0
ARISTA NETWORKS INC COM 040413106 370 2,800 SH   SOLE 2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,326 38,700 SH   SOLE 38,700 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,608 15,700 SH   SOLE 15,700 0 0
AUTOZONE INC COM 053332102 16,486 22,800 SH   SOLE 22,800 0 0
AZZ INC COM 002474104 8,562 143,900 SH   SOLE 143,900 0 0
B & G FOODS INC NEW COM 05508R106 1,908 47,400 SH   SOLE 47,400 0 0
BALCHEM CORP COM 057665200 429 5,200 SH   SOLE 5,200 0 0
BALL CORP COM 058498106 11,451 154,200 SH   SOLE 154,200 0 0
BANK AMER CORP COM 060505104 12,267 520,000 SH   SOLE 520,000 0 0
BARD C R INC COM 067383109 17,969 72,300 SH   SOLE 72,300 0 0
BECTON DICKINSON & CO COM 075887109 4,036 22,000 SH   SOLE 22,000 0 0
BIG LOTS INC COM 089302103 720 14,800 SH   SOLE 14,800 0 0
BIO RAD LABS INC CL A 090572207 877 4,400 SH   SOLE 4,400 0 0
BIOGEN INC COM 09062X103 9,843 36,000 SH   SOLE 36,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 7,900 90,000 SH   SOLE 90,000 0 0
BLACKBAUD INC COM 09227Q100 330 4,300 SH   SOLE 4,300 0 0
BLACKROCK INC COM 09247X101 2,800 7,300 SH   SOLE 7,300 0 0
BLACKROCK INTL GRWTH & INC T COM BENE INTER 092524107 65 11,300 SH   SOLE 11,300 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,989 370,000 SH   SOLE 370,000 0 0
BOB EVANS FARMS INC COM 096761101 688 10,600 SH   SOLE 10,600 0 0
BOSTON BEER INC CL A 100557107 3,182 22,000 SH   SOLE 22,000 0 0
BRINKER INTL INC COM 109641100 2,629 59,800 SH   SOLE 59,800 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,686 40,500 SH   SOLE 40,500 0 0
BROADCOM LTD SHS Y09827109 5,474 25,000 SH   SOLE 25,000 0 0
BROWN FORMAN CORP CL B 115637209 1,967 42,600 SH   SOLE 42,600 0 0
BUFFALO WILD WINGS INC COM 119848109 4,735 31,000 SH   SOLE 31,000 0 0
CACI INTL INC CL A 127190304 270 2,300 SH   SOLE 2,300 0 0
CAL MAINE FOODS INC COM NEW 128030202 648 17,600 SH   SOLE 17,600 0 0
CALAVO GROWERS INC COM 128246105 3,285 54,200 SH   SOLE 54,200 0 0
CANADIAN NATL RY CO COM 136375102 14,978 202,600 SH   SOLE 202,600 0 0
CANTEL MEDICAL CORP COM 138098108 2,683 33,500 SH   SOLE 33,500 0 0
CARLISLE COS INC COM 142339100 11,865 111,500 SH   SOLE 111,500 0 0
CASEYS GEN STORES INC COM 147528103 15,131 134,800 SH   SOLE 134,800 0 0
CAVCO INDS INC DEL COM 149568107 244 2,100 SH   SOLE 2,100 0 0
CELGENE CORP COM 151020104 20,033 161,000 SH   SOLE 161,000 0 0
CERNER CORP COM 156782104 6,780 115,200 SH   SOLE 115,200 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 308 3,000 SH   SOLE 3,000 0 0
CHEESECAKE FACTORY INC COM 163072101 3,098 48,900 SH   SOLE 48,900 0 0
CHEMED CORP NEW COM 16359R103 4,969 27,200 SH   SOLE 27,200 0 0
CHEMTURA CORP COM NEW 163893209 548 16,400 SH   SOLE 16,400 0 0
CHILDRENS PL INC COM 168905107 696 5,800 SH   SOLE 5,800 0 0
CHUBB LIMITED COM H1467J104 8,556 62,800 SH   SOLE 62,800 0 0
CHURCH & DWIGHT INC COM 171340102 22,641 454,000 SH   SOLE 454,000 0 0
CHURCHILL DOWNS INC COM 171484108 3,526 22,200 SH   SOLE 22,200 0 0
CISCO SYS INC COM 17275R102 3,042 90,000 SH   SOLE 90,000 0 0
CITIGROUP INC COM NEW 172967424 6,879 115,000 SH   SOLE 115,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,738 46,000 SH   SOLE 46,000 0 0
COHERENT INC COM 192479103 823 4,000 SH   SOLE 4,000 0 0
COMCAST CORP NEW CL A 20030N101 2,706 72,000 SH   SOLE 72,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 6,807 42,000 SH   SOLE 42,000 0 0
COOPER STD HLDGS INC COM 21676P103 688 6,200 SH   SOLE 6,200 0 0
CORE MARK HOLDING CO INC COM 218681104 2,165 69,400 SH   SOLE 69,400 0 0
COSTCO WHSL CORP NEW COM 22160K105 12,409 74,000 SH   SOLE 74,000 0 0
CROWN HOLDINGS INC COM 228368106 4,559 86,100 SH   SOLE 86,100 0 0
DANAHER CORP DEL COM 235851102 16,422 192,000 SH   SOLE 192,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 3,494 57,200 SH   SOLE 57,200 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,574 56,000 SH   SOLE 56,000 0 0
DENTSPLY SIRONA INC COM 24906P109 5,901 94,500 SH   SOLE 94,500 0 0
DEXCOM INC COM 252131107 7,033 83,000 SH   SOLE 83,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,571 73,000 SH   SOLE 73,000 0 0
DISNEY WALT CO COM DISNEY 254687106 7,030 62,000 SH   SOLE 62,000 0 0
DOLLAR TREE INC COM 256746108 5,335 68,000 SH   SOLE 68,000 0 0
DOMINOS PIZZA INC COM 25754A201 14,504 78,700 SH   SOLE 78,700 0 0
DYCOM INDS INC COM 267475101 1,162 12,500 SH   SOLE 12,500 0 0
ECOLAB INC COM 278865100 18,901 150,800 SH   SOLE 150,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 12,888 137,000 SH   SOLE 137,000 0 0
EL PASO ELEC CO COM NEW 283677854 1,909 37,800 SH   SOLE 37,800 0 0
ELLIE MAE INC COM 28849P100 501 5,000 SH   SOLE 5,000 0 0
EMCOR GROUP INC COM 29084Q100 359 5,700 SH   SOLE 5,700 0 0
ENBRIDGE INC COM 29250N105 699 16,700 SH   SOLE 16,700 0 0
ENERSYS COM 29275Y102 8,818 111,700 SH   SOLE 111,700 0 0
ENPRO INDS INC COM 29355X107 4,405 61,900 SH   SOLE 61,900 0 0
ENSTAR GROUP LIMITED SHS G3075P101 670 3,500 SH   SOLE 3,500 0 0
EPLUS INC COM 294268107 6,064 44,900 SH   SOLE 44,900 0 0
EQUIFAX INC COM 294429105 2,803 20,500 SH   SOLE 20,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,271 68,400 SH   SOLE 68,400 0 0
ESSEX PPTY TR INC COM 297178105 1,147 4,953 SH   SOLE 4,953 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 5,438 63,200 SH   SOLE 63,200 0 0
EXLSERVICE HOLDINGS INC COM 302081104 2,714 57,300 SH   SOLE 57,300 0 0
EXPEDIA INC DEL COM NEW 30212P303 2,776 22,000 SH   SOLE 22,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 4,900 74,340 SH   SOLE 74,340 0 0
F M C CORP COM NEW 302491303 8,880 127,600 SH   SOLE 127,600 0 0
FACEBOOK INC CL A 30303M102 21,450 151,000 SH   SOLE 151,000 0 0
FAIR ISAAC CORP COM 303250104 4,604 35,700 SH   SOLE 35,700 0 0
FIRST FINL BANKSHARES COM 32020R109 4,192 104,548 SH   SOLE 104,548 0 0
FISERV INC COM 337738108 21,794 189,000 SH   SOLE 189,000 0 0
FIVE BELOW INC COM 33829M101 520 12,000 SH   SOLE 12,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,619 26,600 SH   SOLE 26,600 0 0
FRANKLIN ELEC INC COM 353514102 1,025 23,800 SH   SOLE 23,800 0 0
GARTNER INC COM 366651107 3,715 34,400 SH   SOLE 34,400 0 0
GENERAL DYNAMICS CORP COM 369550108 12,748 68,100 SH   SOLE 68,100 0 0
GENERAL MLS INC COM 370334104 7,671 130,000 SH   SOLE 130,000 0 0
GENESEE & WYO INC CL A 371559105 1,208 17,800 SH   SOLE 17,800 0 0
G-III APPAREL GROUP LTD COM 36237H101 503 23,000 SH   SOLE 23,000 0 0
GREEN DOT CORP CL A 39304D102 674 20,200 SH   SOLE 20,200 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 1,414 29,500 SH   SOLE 29,500 0 0
GRUBHUB INC COM 400110102 7,236 220,000 SH   SOLE 220,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,679 75,500 SH   SOLE 75,500 0 0
HEALTHCARE SVCS GRP INC COM 421906108 8,687 201,600 SH   SOLE 201,600 0 0
HEICO CORP NEW COM 422806109 18,928 217,067 SH   SOLE 217,067 0 0
HELEN OF TROY CORP LTD COM G4388N106 2,477 26,300 SH   SOLE 26,300 0 0
HENRY JACK & ASSOC INC COM 426281101 6,778 72,800 SH   SOLE 72,800 0 0
HOME DEPOT INC COM 437076102 2,937 20,000 SH   SOLE 20,000 0 0
HORMEL FOODS CORP COM 440452100 17,384 502,000 SH   SOLE 502,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 5,192 56,600 SH   SOLE 56,600 0 0
ICU MED INC COM 44930G107 4,260 27,900 SH   SOLE 27,900 0 0
IDEX CORP COM 45167R104 7,663 81,950 SH   SOLE 81,950 0 0
IDEXX LABS INC COM 45168D104 36,704 237,400 SH   SOLE 237,400 0 0
IHS MARKIT LTD SHS G47567105 8,057 192,054 SH   SOLE 192,054 0 0
II VI INC COM 902104108 436 12,100 SH   SOLE 12,100 0 0
ILLUMINA INC COM 452327109 6,979 40,900 SH   SOLE 40,900 0 0
INGREDION INC COM 457187102 4,191 34,800 SH   SOLE 34,800 0 0
INSIGHT ENTERPRISES INC COM 45765U103 440 10,700 SH   SOLE 10,700 0 0
INSPERITY INC COM 45778Q107 372 4,200 SH   SOLE 4,200 0 0
INSULET CORP COM 45784P101 853 19,800 SH   SOLE 19,800 0 0
INTEL CORP COM 458140100 3,066 85,000 SH   SOLE 85,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 5,881 52,000 SH   SOLE 52,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 718 12,000 SH   SOLE 12,000 0 0
INTUIT COM 461202103 5,080 43,800 SH   SOLE 43,800 0 0
INVESCO LTD SHS G491BT108 3,829 125,000 SH   SOLE 125,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 5,087 37,000 SH   SOLE 37,000 0 0
ITT INC COM 45073V108 1,916 46,700 SH   SOLE 46,700 0 0
J & J SNACK FOODS CORP COM 466032109 12,987 95,800 SH   SOLE 95,800 0 0
J2 GLOBAL INC COM 48123V102 5,387 64,200 SH   SOLE 64,200 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 15,819 109,000 SH   SOLE 109,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,047 11,900 SH   SOLE 11,900 0 0
JPMORGAN CHASE & CO COM 46625H100 7,466 85,000 SH   SOLE 85,000 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 1,451 62,800 SH   SOLE 62,800 0 0
KIRBY CORP COM 497266106 1,446 20,500 SH   SOLE 20,500 0 0
KITE PHARMA INC COM 49803L109 6,750 86,000 SH   SOLE 86,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,242 30,000 SH   SOLE 30,000 0 0
LANCASTER COLONY CORP COM 513847103 1,366 10,600 SH   SOLE 10,600 0 0
LANDSTAR SYS INC COM 515098101 2,895 33,800 SH   SOLE 33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 5,511 65,000 SH   SOLE 65,000 0 0
LCI INDS COM 50189K103 3,423 34,300 SH   SOLE 34,300 0 0
LENDINGTREE INC NEW COM 52603B107 3,384 27,000 SH   SOLE 27,000 0 0
LENNOX INTL INC COM 526107107 13,518 80,800 SH   SOLE 80,800 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 70 12,800 SH   SOLE 12,800 0 0
LINCOLN ELEC HLDGS INC COM 533900106 9,565 110,119 SH   SOLE 110,119 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 2,125 80,000 SH   SOLE 80,000 0 0
LKQ CORP COM 501889208 10,362 354,000 SH   SOLE 354,000 0 0
LYDALL INC DEL COM 550819106 836 15,600 SH   SOLE 15,600 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 2,348 23,500 SH   SOLE 23,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 15,915 141,500 SH   SOLE 141,500 0 0
MAXIMUS INC COM 577933104 3,377 54,300 SH   SOLE 54,300 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,692 48,100 SH   SOLE 48,100 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 7,269 126,000 SH   SOLE 126,000 0 0
MEDNAX INC COM 58502B106 3,913 56,400 SH   SOLE 56,400 0 0
MEDTRONIC PLC SHS G5960L103 4,028 50,000 SH   SOLE 50,000 0 0
MERCURY SYS INC COM 589378108 1,047 26,800 SH   SOLE 26,800 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 28,064 58,600 SH   SOLE 58,600 0 0
MIDDLEBY CORP COM 596278101 19,362 141,900 SH   SOLE 141,900 0 0
MONRO MUFFLER BRAKE INC COM 610236101 4,684 89,900 SH   SOLE 89,900 0 0
MONSANTO CO NEW COM 61166W101 2,717 24,000 SH   SOLE 24,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,972 151,000 SH   SOLE 151,000 0 0
MUELLER INDS INC COM 624756102 404 11,800 SH   SOLE 11,800 0 0
NEOGEN CORP COM 640491106 1,573 24,000 SH   SOLE 24,000 0 0
NETFLIX INC COM 64110L106 9,460 64,000 SH   SOLE 64,000 0 0
NETSCOUT SYS INC COM 64115T104 588 15,500 SH   SOLE 15,500 0 0
NEVRO CORP COM 64157F103 1,911 20,400 SH   SOLE 20,400 0 0
NEW JERSEY RES COM 646025106 2,186 55,200 SH   SOLE 55,200 0 0
NEWMARKET CORP COM 651587107 7,297 16,100 SH   SOLE 16,100 0 0
NIKE INC CL B 654106103 7,746 139,000 SH   SOLE 139,000 0 0
NORDSON CORP COM 655663102 3,169 25,800 SH   SOLE 25,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 11,630 48,900 SH   SOLE 48,900 0 0
NORTHWEST NAT GAS CO COM 667655104 1,407 23,800 SH   SOLE 23,800 0 0
NORTHWESTERN CORP COM NEW 668074305 916 15,600 SH   SOLE 15,600 0 0
NOVO-NORDISK A S ADR 670100205 6,153 179,500 SH   SOLE 179,500 0 0
NUTRI SYS INC NEW COM 67069D108 400 7,200 SH   SOLE 7,200 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 17,270 64,000 SH   SOLE 64,000 0 0
OPEN TEXT CORP COM 683715106 7,414 218,000 SH   SOLE 218,000 0 0
OXFORD INDS INC COM 691497309 939 16,400 SH   SOLE 16,400 0 0
PACKAGING CORP AMER COM 695156109 1,878 20,500 SH   SOLE 20,500 0 0
PANDORA MEDIA INC COM 698354107 5,019 425,000 SH   SOLE 425,000 0 0
PAREXEL INTL CORP COM 699462107 5,184 82,150 SH   SOLE 82,150 0 0
PAYCOM SOFTWARE INC COM 70432V102 604 10,500 SH   SOLE 10,500 0 0
PAYPAL HLDGS INC COM 70450Y103 9,723 226,000 SH   SOLE 226,000 0 0
PEPSICO INC COM 713448108 7,047 63,000 SH   SOLE 63,000 0 0
PFIZER INC COM 717081103 5,816 170,000 SH   SOLE 170,000 0 0
PIONEER NAT RES CO COM 723787107 9,311 50,000 SH   SOLE 50,000 0 0
POOL CORPORATION COM 73278L105 10,620 89,000 SH   SOLE 89,000 0 0
PRA GROUP INC COM 69354N106 1,711 51,600 SH   SOLE 51,600 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,252 19,200 SH   SOLE 19,200 0 0
PRICELINE GRP INC COM NEW 741503403 4,628 2,600 SH   SOLE 2,600 0 0
PRIMERICA INC COM 74164M108 1,274 15,500 SH   SOLE 15,500 0 0
PROASSURANCE CORP COM 74267C106 3,308 54,900 SH   SOLE 54,900 0 0
PROOFPOINT INC COM 743424103 3,852 51,800 SH   SOLE 51,800 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,642 37,900 SH   SOLE 37,900 0 0
RBC BEARINGS INC COM 75524B104 4,864 50,100 SH   SOLE 50,100 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,856 47,400 SH   SOLE 47,400 0 0
REPUBLIC SVCS INC COM 760759100 5,496 87,500 SH   SOLE 87,500 0 0
REYNOLDS AMERICAN INC COM 761713106 13,297 211,000 SH   SOLE 211,000 0 0
RLI CORP COM 749607107 9,105 151,700 SH   SOLE 151,700 0 0
ROLLINS INC COM 775711104 26,938 725,500 SH   SOLE 725,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 24,097 116,700 SH   SOLE 116,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,343 40,600 SH   SOLE 40,600 0 0
SALESFORCE COM INC COM 79466L302 24,417 296,000 SH   SOLE 296,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 8,101 67,300 SH   SOLE 67,300 0 0
SCHEIN HENRY INC COM 806407102 21,773 128,100 SH   SOLE 128,100 0 0
SCHLUMBERGER LTD COM 806857108 4,920 63,000 SH   SOLE 63,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 9,590 235,000 SH   SOLE 235,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,400 45,700 SH   SOLE 45,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 8,498 91,000 SH   SOLE 91,000 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 3,971 50,100 SH   SOLE 50,100 0 0
SERVICENOW INC COM 81762P102 6,823 78,000 SH   SOLE 78,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,499 10,100 SH   SOLE 10,100 0 0
SILGAN HOLDINGS INC COM 827048109 5,123 86,300 SH   SOLE 86,300 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,380 40,000 SH   SOLE 40,000 0 0
SMITH A O COM 831865209 952 18,600 SH   SOLE 18,600 0 0
SNAP ON INC COM 833034101 13,494 80,000 SH   SOLE 80,000 0 0
SOUTH JERSEY INDS INC COM 838518108 7,144 200,400 SH   SOLE 200,400 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 3,449 41,600 SH   SOLE 41,600 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,724 12,400 SH   SOLE 12,400 0 0
STAMPS COM INC COM NEW 852857200 3,408 28,800 SH   SOLE 28,800 0 0
STARBUCKS CORP COM 855244109 10,861 186,000 SH   SOLE 186,000 0 0
STERICYCLE INC COM 858912108 11,580 139,700 SH   SOLE 139,700 0 0
STIFEL FINL CORP COM 860630102 6,279 125,100 SH   SOLE 125,100 0 0
SYNAPTICS INC COM 87157D109 678 13,700 SH   SOLE 13,700 0 0
SYNCHRONY FINL COM 87165B103 5,488 160,000 SH   SOLE 160,000 0 0
SYNNEX CORP COM 87162W100 6,358 56,800 SH   SOLE 56,800 0 0
TECH DATA CORP COM 878237106 742 7,900 SH   SOLE 7,900 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 29,301 231,700 SH   SOLE 231,700 0 0
TELEFLEX INC COM 879369106 717 3,700 SH   SOLE 3,700 0 0
TESLA INC COM 88160R101 2,783 10,000 SH   SOLE 10,000 0 0
TEXAS ROADHOUSE INC COM 882681109 2,476 55,600 SH   SOLE 55,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,036 39,300 SH   SOLE 39,300 0 0
TJX COS INC NEW COM 872540109 28,311 358,000 SH   SOLE 358,000 0 0
TOLL BROTHERS INC COM 889478103 5,597 155,000 SH   SOLE 155,000 0 0
TORCHMARK CORP COM 891027104 1,841 23,900 SH   SOLE 23,900 0 0
TORO CO COM 891092108 39,912 639,000 SH   SOLE 639,000 0 0
TRANSDIGM GROUP INC COM 893641100 9,643 43,800 SH   SOLE 43,800 0 0
TREX CO INC COM 89531P105 1,006 14,500 SH   SOLE 14,500 0 0
TRIMBLE INC COM 896239100 224 7,000 SH   SOLE 7,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 16,361 105,858 SH   SOLE 105,858 0 0
U S CONCRETE INC COM NEW 90333L201 1,588 24,600 SH   SOLE 24,600 0 0
U S PHYSICAL THERAPY INC COM 90337L108 2,697 41,300 SH   SOLE 41,300 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 22,605 115,800 SH   SOLE 115,800 0 0
UNION PAC CORP COM 907818108 11,757 111,000 SH   SOLE 111,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 2,949 23,700 SH   SOLE 23,700 0 0
URBAN OUTFITTERS INC COM 917047102 5,940 250,000 SH   SOLE 250,000 0 0
V F CORP COM 918204108 3,023 55,000 SH   SOLE 55,000 0 0
VAIL RESORTS INC COM 91879Q109 6,141 32,000 SH   SOLE 32,000 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 2,171 38,500 SH   SOLE 38,500 0 0
VALMONT INDS INC COM 920253101 2,146 13,800 SH   SOLE 13,800 0 0
VALSPAR CORP COM 920355104 12,714 114,600 SH   SOLE 114,600 0 0
VCA INC COM 918194101 5,344 58,400 SH   SOLE 58,400 0 0
VERINT SYS INC COM 92343X100 1,553 35,800 SH   SOLE 35,800 0 0
VERSUM MATLS INC COM 92532W103 229 7,500 SH   SOLE 7,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,981 137,000 SH   SOLE 137,000 0 0
VISA INC COM CL A 92826C839 17,330 195,000 SH   SOLE 195,000 0 0
WABTEC CORP COM 929740108 4,118 52,800 SH   SOLE 52,800 0 0
WAGEWORKS INC COM 930427109 419 5,800 SH   SOLE 5,800 0 0
WASTE CONNECTIONS INC COM 94106B101 41,265 467,750 SH   SOLE 467,750 0 0
WEX INC COM 96208T104 11,592 112,000 SH   SOLE 112,000 0 0
WIX COM LTD SHS M98068105 896 13,200 SH   SOLE 13,200 0 0
WOLVERINE WORLD WIDE INC COM 978097103 4,008 160,500 SH   SOLE 160,500 0 0
WOODWARD INC COM 980745103 6,928 102,000 SH   SOLE 102,000 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 1,656 53,200 SH   SOLE 53,200 0 0
XPO LOGISTICS INC COM 983793100 1,628 34,000 SH   SOLE 34,000 0 0
ZENDESK INC COM 98936J101 3,841 137,000 SH   SOLE 137,000 0 0
ZOETIS INC CL A 98978V103 2,882 54,000 SH   SOLE 54,000 0 0