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 4,569 124,000 SH   SOLE 124,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 14,446 116,800 SH   SOLE 116,800 0 0
ACI WORLDWIDE INC COM 004498101 830 37,100 SH   SOLE 37,100 0 0
ACTIVISION BLIZZARD INC COM 00507V109 25,331 440,000 SH   SOLE 440,000 0 0
ACUITY BRANDS INC COM 00508Y102 14,230 70,000 SH   SOLE 70,000 0 0
ADOBE SYS INC COM 00724F101 8,267 58,451 SH   SOLE 58,451 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,422 12,200 SH   SOLE 12,200 0 0
ADVISORY BRD CO COM 00762W107 731 14,200 SH   SOLE 14,200 0 0
AIR PRODS & CHEMS INC COM 009158106 2,146 15,000 SH   SOLE 15,000 0 0
AKORN INC COM 009728106 2,650 79,000 SH   SOLE 79,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 47,086 387,000 SH   SOLE 387,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,963 92,000 SH   SOLE 92,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 300 2,000 SH   SOLE 2,000 0 0
ALLEGHANY CORP DEL COM 017175100 3,985 6,700 SH   SOLE 6,700 0 0
ALLERGAN PLC SHS G0177J108 4,199 17,272 SH   SOLE 17,272 0 0
ALPHABET INC CAP STK CL A 02079K305 22,312 24,000 SH   SOLE 24,000 0 0
AMAZON COM INC COM 023135106 18,295 18,900 SH   SOLE 18,900 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 288 2,900 SH   SOLE 2,900 0 0
AMERICAN TOWER CORP NEW COM 03027X100 15,071 113,900 SH   SOLE 113,900 0 0
AMETEK INC NEW COM 031100100 20,603 340,150 SH   SOLE 340,150 0 0
AMPHENOL CORP NEW CL A 032095101 21,592 292,500 SH   SOLE 292,500 0 0
ANADARKO PETE CORP COM 032511107 3,854 85,000 SH   SOLE 85,000 0 0
ANSYS INC COM 03662Q105 22,989 188,926 SH   SOLE 188,926 0 0
APPLE INC COM 037833100 6,401 44,442 SH   SOLE 44,442 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,653 28,000 SH   SOLE 28,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 494 8,000 SH   SOLE 8,000 0 0
APTARGROUP INC COM 038336103 14,236 163,900 SH   SOLE 163,900 0 0
ARCH CAP GROUP LTD ORD G0450A105 19,134 205,100 SH   SOLE 205,100 0 0
ARGAN INC COM 04010E109 2,460 41,000 SH   SOLE 41,000 0 0
ARISTA NETWORKS INC COM 040413106 419 2,800 SH   SOLE 2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,188 38,700 SH   SOLE 38,700 0 0
AUTODESK INC COM 052769106 605 6,000 SH   SOLE 6,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,609 15,700 SH   SOLE 15,700 0 0
AUTOZONE INC COM 053332102 13,006 22,800 SH   SOLE 22,800 0 0
AZZ INC COM 002474104 7,393 132,500 SH   SOLE 132,500 0 0
B & G FOODS INC NEW COM 05508R106 1,687 47,400 SH   SOLE 47,400 0 0
BALCHEM CORP COM 057665200 987 12,700 SH   SOLE 12,700 0 0
BALL CORP COM 058498106 13,018 308,400 SH   SOLE 308,400 0 0
BANK AMER CORP COM 060505104 12,858 530,000 SH   SOLE 530,000 0 0
BARD C R INC COM 067383109 22,855 72,300 SH   SOLE 72,300 0 0
BECTON DICKINSON & CO COM 075887109 4,348 22,285 SH   SOLE 22,285 0 0
BERRY GLOBAL GROUP INC COM 08579W103 519 9,100 SH   SOLE 9,100 0 0
BIG LOTS INC COM 089302103 715 14,800 SH   SOLE 14,800 0 0
BIO RAD LABS INC CL A 090572207 996 4,400 SH   SOLE 4,400 0 0
BIOGEN INC COM 09062X103 8,684 32,000 SH   SOLE 32,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,900 98,000 SH   SOLE 98,000 0 0
BLACKBAUD INC COM 09227Q100 918 10,700 SH   SOLE 10,700 0 0
BLACKROCK ENHANCED EQT DIV T COM 09251A104 89 10,067 SH   SOLE 10,067 0 0
BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 94 14,988 SH   SOLE 14,988 0 0
BLACKROCK INC COM 09247X101 3,084 7,300 SH   SOLE 7,300 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 11,418 342,380 SH   SOLE 342,380 0 0
BOB EVANS FARMS INC COM 096761101 869 12,100 SH   SOLE 12,100 0 0
BOSTON BEER INC CL A 100557107 2,907 22,000 SH   SOLE 22,000 0 0
BRINKER INTL INC COM 109641100 446 11,700 SH   SOLE 11,700 0 0
BRINKS CO COM 109696104 409 6,100 SH   SOLE 6,100 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 2,829 41,282 SH   SOLE 41,282 0 0
BROADCOM LTD SHS Y09827109 5,826 25,000 SH   SOLE 25,000 0 0
BROWN FORMAN CORP CL B 115637209 2,070 42,600 SH   SOLE 42,600 0 0
BUFFALO WILD WINGS INC COM 119848109 3,928 31,000 SH   SOLE 31,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 502 10,300 SH   SOLE 10,300 0 0
CACI INTL INC CL A 127190304 400 3,200 SH   SOLE 3,200 0 0
CAL MAINE FOODS INC COM NEW 128030202 499 12,600 SH   SOLE 12,600 0 0
CALAVO GROWERS INC COM 128246105 3,743 54,200 SH   SOLE 54,200 0 0
CANADIAN NATL RY CO COM 136375102 16,478 203,303 SH   SOLE 203,303 0 0
CANTEL MEDICAL CORP COM 138098108 3,077 39,500 SH   SOLE 39,500 0 0
CARLISLE COS INC COM 142339100 10,170 106,600 SH   SOLE 106,600 0 0
CASEYS GEN STORES INC COM 147528103 14,353 134,000 SH   SOLE 134,000 0 0
CAVCO INDS INC DEL COM 149568107 687 5,300 SH   SOLE 5,300 0 0
CELGENE CORP COM 151020104 23,247 179,000 SH   SOLE 179,000 0 0
CERNER CORP COM 156782104 7,715 116,061 SH   SOLE 116,061 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 327 3,000 SH   SOLE 3,000 0 0
CHEESECAKE FACTORY INC COM 163072101 2,497 49,644 SH   SOLE 49,644 0 0
CHEMED CORP NEW COM 16359R103 6,381 31,200 SH   SOLE 31,200 0 0
CHILDRENS PL INC COM 168905107 643 6,300 SH   SOLE 6,300 0 0
CHUBB LIMITED COM H1467J104 9,130 62,800 SH   SOLE 62,800 0 0
CHURCH & DWIGHT INC COM 171340102 23,554 454,000 SH   SOLE 454,000 0 0
CHURCHILL DOWNS INC COM 171484108 4,582 25,000 SH   SOLE 25,000 0 0
CISCO SYS INC COM 17275R102 2,817 90,000 SH   SOLE 90,000 0 0
CITIGROUP INC COM NEW 172967424 7,089 106,000 SH   SOLE 106,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,457 37,000 SH   SOLE 37,000 0 0
COHERENT INC COM 192479103 900 4,000 SH   SOLE 4,000 0 0
COMCAST CORP NEW CL A 20030N101 2,802 72,000 SH   SOLE 72,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 1,005 17,800 SH   SOLE 17,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,137 42,000 SH   SOLE 42,000 0 0
COOPER STD HLDGS INC COM 21676P103 716 7,100 SH   SOLE 7,100 0 0
CORE MARK HOLDING CO INC COM 218681104 2,294 69,400 SH   SOLE 69,400 0 0
COSTCO WHSL CORP NEW COM 22160K105 11,835 74,000 SH   SOLE 74,000 0 0
CROWN HOLDINGS INC COM 228368106 5,137 86,100 SH   SOLE 86,100 0 0
DANAHER CORP DEL COM 235851102 16,203 192,000 SH   SOLE 192,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 4,037 60,700 SH   SOLE 60,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,848 53,000 SH   SOLE 53,000 0 0
DENTSPLY SIRONA INC COM 24906P109 6,393 98,600 SH   SOLE 98,600 0 0
DEXCOM INC COM 252131107 6,583 90,000 SH   SOLE 90,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 6,838 77,000 SH   SOLE 77,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,056 57,000 SH   SOLE 57,000 0 0
DOLLAR TREE INC COM 256746108 4,809 68,779 SH   SOLE 68,779 0 0
DOMINOS PIZZA INC COM 25754A201 16,647 78,700 SH   SOLE 78,700 0 0
DORMAN PRODUCTS INC COM 258278100 455 5,500 SH   SOLE 5,500 0 0
DYCOM INDS INC COM 267475101 1,280 14,300 SH   SOLE 14,300 0 0
EATON VANCE TAX MNGD GBL DV COM 27829F108 94 10,276 SH   SOLE 10,276 0 0
ECOLAB INC COM 278865100 20,019 150,800 SH   SOLE 150,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 14,189 120,000 SH   SOLE 120,000 0 0
EL PASO ELEC CO COM NEW 283677854 1,954 37,800 SH   SOLE 37,800 0 0
ELLIE MAE INC COM 28849P100 550 5,000 SH   SOLE 5,000 0 0
ENBRIDGE INC COM 29250N105 665 16,700 SH   SOLE 16,700 0 0
ENERSYS COM 29275Y102 8,093 111,700 SH   SOLE 111,700 0 0
ENPRO INDS INC COM 29355X107 4,418 61,900 SH   SOLE 61,900 0 0
ENSTAR GROUP LIMITED SHS G3075P101 417 2,100 SH   SOLE 2,100 0 0
EPLUS INC COM 294268107 6,914 93,300 SH   SOLE 93,300 0 0
EQUIFAX INC COM 294429105 2,817 20,500 SH   SOLE 20,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,906 68,400 SH   SOLE 68,400 0 0
ESSEX PPTY TR INC COM 297178105 1,274 4,953 SH   SOLE 4,953 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 5,991 63,200 SH   SOLE 63,200 0 0
EXACT SCIENCES CORP COM 30063P105 7,675 217,000 SH   SOLE 217,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,185 57,300 SH   SOLE 57,300 0 0
EXPEDIA INC DEL COM NEW 30212P303 3,128 21,000 SH   SOLE 21,000 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 405 6,340 SH   SOLE 6,340 0 0
F M C CORP COM NEW 302491303 9,321 127,600 SH   SOLE 127,600 0 0
FACEBOOK INC CL A 30303M102 23,455 155,355 SH   SOLE 155,355 0 0
FAIR ISAAC CORP COM 303250104 5,590 40,100 SH   SOLE 40,100 0 0
FIRST FINL BANKSHARES COM 32020R109 4,621 104,548 SH   SOLE 104,548 0 0
FISERV INC COM 337738108 23,122 189,000 SH   SOLE 189,000 0 0
FIVE BELOW INC COM 33829M101 691 14,000 SH   SOLE 14,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,735 26,600 SH   SOLE 26,600 0 0
FRANKLIN ELEC INC COM 353514102 948 22,900 SH   SOLE 22,900 0 0
GARTNER INC COM 366651107 4,249 34,400 SH   SOLE 34,400 0 0
GENERAL DYNAMICS CORP COM 369550108 13,491 68,100 SH   SOLE 68,100 0 0
GENERAL MLS INC COM 370334104 7,289 131,564 SH   SOLE 131,564 0 0
GREEN DOT CORP CL A 39304D102 1,248 32,400 SH   SOLE 32,400 0 0
GREENBRIER COS INC COM 393657101 213 4,600 SH   SOLE 4,600 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 1,532 30,000 SH   SOLE 30,000 0 0
GRUBHUB INC COM 400110102 8,328 191,000 SH   SOLE 191,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 6,566 75,500 SH   SOLE 75,500 0 0
HEALTHCARE SVCS GRP INC COM 421906108 9,853 210,400 SH   SOLE 210,400 0 0
HEICO CORP NEW COM 422806109 19,492 271,331 SH   SOLE 271,331 0 0
HELEN OF TROY CORP LTD COM G4388N106 2,475 26,300 SH   SOLE 26,300 0 0
HENRY JACK & ASSOC INC COM 426281101 7,936 76,400 SH   SOLE 76,400 0 0
HOME DEPOT INC COM 437076102 3,068 20,000 SH   SOLE 20,000 0 0
HORMEL FOODS CORP COM 440452100 11,779 345,318 SH   SOLE 345,318 0 0
HUNT J B TRANS SVCS INC COM 445658107 5,172 56,600 SH   SOLE 56,600 0 0
ICU MED INC COM 44930G107 5,434 31,500 SH   SOLE 31,500 0 0
IDEX CORP COM 45167R104 9,465 83,750 SH   SOLE 83,750 0 0
IDEXX LABS INC COM 45168D104 38,321 237,400 SH   SOLE 237,400 0 0
IHS MARKIT LTD SHS G47567105 8,458 192,054 SH   SOLE 192,054 0 0
II VI INC COM 902104108 360 10,500 SH   SOLE 10,500 0 0
ILG INC COM 44967H101 1,100 40,000 SH   SOLE 40,000 0 0
ILLUMINA INC COM 452327109 7,097 40,900 SH   SOLE 40,900 0 0
INGREDION INC COM 457187102 4,149 34,800 SH   SOLE 34,800 0 0
INSIGHT ENTERPRISES INC COM 45765U103 452 11,300 SH   SOLE 11,300 0 0
INSPERITY INC COM 45778Q107 532 7,500 SH   SOLE 7,500 0 0
INSULET CORP COM 45784P101 1,016 19,800 SH   SOLE 19,800 0 0
INTEL CORP COM 458140100 2,845 84,324 SH   SOLE 84,324 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 6,296 52,000 SH   SOLE 52,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 791 12,000 SH   SOLE 12,000 0 0
INTUIT COM 461202103 5,817 43,800 SH   SOLE 43,800 0 0
INVESCO LTD SHS G491BT108 3,976 113,000 SH   SOLE 113,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 5,214 37,000 SH   SOLE 37,000 0 0
ITRON INC COM 465741106 556 8,200 SH   SOLE 8,200 0 0
ITT INC COM 45073V108 466 11,600 SH   SOLE 11,600 0 0
J & J SNACK FOODS CORP COM 466032109 12,890 97,600 SH   SOLE 97,600 0 0
J2 GLOBAL INC COM 48123V102 5,463 64,200 SH   SOLE 64,200 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 15,550 100,000 SH   SOLE 100,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,225 12,500 SH   SOLE 12,500 0 0
JPMORGAN CHASE & CO COM 46625H100 7,495 82,000 SH   SOLE 82,000 0 0
KITE PHARMA INC COM 49803L109 8,397 81,000 SH   SOLE 81,000 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 2,060 28,000 SH   SOLE 28,000 0 0
LANCASTER COLONY CORP COM 513847103 1,300 10,600 SH   SOLE 10,600 0 0
LANDSTAR SYS INC COM 515098101 2,893 33,800 SH   SOLE 33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 5,759 60,000 SH   SOLE 60,000 0 0
LCI INDS COM 50189K103 3,512 34,300 SH   SOLE 34,300 0 0
LENDINGTREE INC NEW COM 52603B107 4,649 27,000 SH   SOLE 27,000 0 0
LENNOX INTL INC COM 526107107 14,838 80,800 SH   SOLE 80,800 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 95 16,767 SH   SOLE 16,767 0 0
LINCOLN ELEC HLDGS INC COM 533900106 10,141 110,119 SH   SOLE 110,119 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 3,386 120,000 SH   SOLE 120,000 0 0
LITTELFUSE INC COM 537008104 858 5,200 SH   SOLE 5,200 0 0
LKQ CORP COM 501889208 11,531 349,969 SH   SOLE 349,969 0 0
LYDALL INC DEL COM 550819106 807 15,600 SH   SOLE 15,600 0 0
MARKETAXESS HLDGS INC COM 57060D108 483 2,400 SH   SOLE 2,400 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 2,802 23,800 SH   SOLE 23,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 17,185 141,500 SH   SOLE 141,500 0 0
MAXIMUS INC COM 577933104 3,401 54,300 SH   SOLE 54,300 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,690 48,100 SH   SOLE 48,100 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 8,289 106,000 SH   SOLE 106,000 0 0
MEDTRONIC PLC SHS G5960L103 3,106 35,000 SH   SOLE 35,000 0 0
MERCURY SYS INC COM 589378108 1,128 26,800 SH   SOLE 26,800 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 34,488 58,600 SH   SOLE 58,600 0 0
MIDDLEBY CORP COM 596278101 17,242 141,900 SH   SOLE 141,900 0 0
MONRO MUFFLER BRAKE INC COM 610236101 3,753 89,900 SH   SOLE 89,900 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,955 140,000 SH   SOLE 140,000 0 0
MUELLER INDS INC COM 624756102 700 23,000 SH   SOLE 23,000 0 0
NEOGEN CORP COM 640491106 1,970 28,500 SH   SOLE 28,500 0 0
NETFLIX INC COM 64110L106 9,562 64,000 SH   SOLE 64,000 0 0
NETSCOUT SYS INC COM 64115T104 224 6,500 SH   SOLE 6,500 0 0
NEUBERGER BERMAN RE ES SEC F COM 64190A103 78 14,395 SH   SOLE 14,395 0 0
NEVRO CORP COM 64157F103 8,440 113,400 SH   SOLE 113,400 0 0
NEW JERSEY RES COM 646025106 2,191 55,200 SH   SOLE 55,200 0 0
NEW RELIC INC COM 64829B100 576 13,400 SH   SOLE 13,400 0 0
NEWMARKET CORP COM 651587107 8,335 18,100 SH   SOLE 18,100 0 0
NIKE INC CL B 654106103 7,611 129,000 SH   SOLE 129,000 0 0
NORDSON CORP COM 655663102 3,130 25,800 SH   SOLE 25,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 12,553 48,900 SH   SOLE 48,900 0 0
NORTHWEST NAT GAS CO COM 667655104 1,424 23,800 SH   SOLE 23,800 0 0
NORTHWESTERN CORP COM NEW 668074305 952 15,600 SH   SOLE 15,600 0 0
NOVO-NORDISK A S ADR 670100205 7,699 179,500 SH   SOLE 179,500 0 0
NUTRI SYS INC NEW COM 67069D108 489 9,400 SH   SOLE 9,400 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 13,999 64,000 SH   SOLE 64,000 0 0
OPEN TEXT CORP COM 683715106 6,876 218,000 SH   SOLE 218,000 0 0
PACKAGING CORP AMER COM 695156109 2,283 20,500 SH   SOLE 20,500 0 0
PANDORA MEDIA INC COM 698354107 5,887 660,000 SH   SOLE 660,000 0 0
PAREXEL INTL CORP COM 699462107 6,557 75,450 SH   SOLE 75,450 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,115 16,300 SH   SOLE 16,300 0 0
PAYPAL HLDGS INC COM 70450Y103 11,271 210,000 SH   SOLE 210,000 0 0
PEPSICO INC COM 713448108 7,329 63,459 SH   SOLE 63,459 0 0
PFIZER INC COM 717081103 4,416 131,476 SH   SOLE 131,476 0 0
PIONEER NAT RES CO COM 723787107 7,660 48,000 SH   SOLE 48,000 0 0
POLYONE CORP COM 73179P106 1,030 26,600 SH   SOLE 26,600 0 0
POOL CORPORATION COM 73278L105 10,464 89,000 SH   SOLE 89,000 0 0
PRA GROUP INC COM 69354N106 1,228 32,400 SH   SOLE 32,400 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,140 15,200 SH   SOLE 15,200 0 0
PRICELINE GRP INC COM NEW 741503403 4,489 2,400 SH   SOLE 2,400 0 0
PRIMERICA INC COM 74164M108 1,379 18,200 SH   SOLE 18,200 0 0
PROASSURANCE CORP COM 74267C106 3,563 58,600 SH   SOLE 58,600 0 0
PROOFPOINT INC COM 743424103 4,237 48,800 SH   SOLE 48,800 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,435 37,900 SH   SOLE 37,900 0 0
RBC BEARINGS INC COM 75524B104 5,251 51,600 SH   SOLE 51,600 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,939 49,900 SH   SOLE 49,900 0 0
REPUBLIC SVCS INC COM 760759100 5,812 91,191 SH   SOLE 91,191 0 0
REYNOLDS AMERICAN INC COM 761713106 13,723 211,000 SH   SOLE 211,000 0 0
RLI CORP COM 749607107 8,286 151,700 SH   SOLE 151,700 0 0
ROLLINS INC COM 775711104 29,535 725,500 SH   SOLE 725,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 27,020 116,700 SH   SOLE 116,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,510 40,600 SH   SOLE 40,600 0 0
SALESFORCE COM INC COM 79466L302 24,681 285,000 SH   SOLE 285,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,079 67,300 SH   SOLE 67,300 0 0
SCHEIN HENRY INC COM 806407102 23,445 128,100 SH   SOLE 128,100 0 0
SCHLUMBERGER LTD COM 806857108 3,885 59,000 SH   SOLE 59,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 8,807 205,000 SH   SOLE 205,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,172 45,700 SH   SOLE 45,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 8,141 91,000 SH   SOLE 91,000 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,671 58,000 SH   SOLE 58,000 0 0
SERVICENOW INC COM 81762P102 10,176 96,000 SH   SOLE 96,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,450 10,100 SH   SOLE 10,100 0 0
SILGAN HOLDINGS INC COM 827048109 5,485 172,600 SH   SOLE 172,600 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,384 40,000 SH   SOLE 40,000 0 0
SMITH A O COM 831865209 1,160 20,600 SH   SOLE 20,600 0 0
SNAP ON INC COM 833034101 12,640 80,000 SH   SOLE 80,000 0 0
SOUTH JERSEY INDS INC COM 838518108 6,848 200,400 SH   SOLE 200,400 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 3,039 41,600 SH   SOLE 41,600 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,626 13,000 SH   SOLE 13,000 0 0
STAMPS COM INC COM NEW 852857200 4,460 28,800 SH   SOLE 28,800 0 0
STARBUCKS CORP COM 855244109 8,684 148,923 SH   SOLE 148,923 0 0
STERICYCLE INC COM 858912108 10,662 139,700 SH   SOLE 139,700 0 0
STIFEL FINL CORP COM 860630102 5,752 125,100 SH   SOLE 125,100 0 0
SYNNEX CORP COM 87162W100 6,814 56,800 SH   SOLE 56,800 0 0
TECH DATA CORP COM 878237106 2,000 19,800 SH   SOLE 19,800 0 0
TELADOC INC COM 87918A105 590 17,000 SH   SOLE 17,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 29,577 231,700 SH   SOLE 231,700 0 0
TELEFLEX INC COM 879369106 769 3,700 SH   SOLE 3,700 0 0
TESLA INC COM 88160R101 3,254 9,000 SH   SOLE 9,000 0 0
TEXAS ROADHOUSE INC COM 882681109 1,345 26,400 SH   SOLE 26,400 0 0
THE TRADE DESK INC COM CL A 88339J105 451 9,000 SH   SOLE 9,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,857 39,300 SH   SOLE 39,300 0 0
TIVITY HEALTH INC COM 88870R102 1,096 27,500 SH   SOLE 27,500 0 0
TJX COS INC NEW COM 872540109 25,043 347,000 SH   SOLE 347,000 0 0
TOLL BROTHERS INC COM 889478103 3,082 78,000 SH   SOLE 78,000 0 0
TORCHMARK CORP COM 891027104 1,828 23,900 SH   SOLE 23,900 0 0
TORO CO COM 891092108 44,276 639,000 SH   SOLE 639,000 0 0
TRANSDIGM GROUP INC COM 893641100 11,777 43,800 SH   SOLE 43,800 0 0
TREX CO INC COM 89531P105 981 14,500 SH   SOLE 14,500 0 0
TRIMBLE INC COM 896239100 250 7,000 SH   SOLE 7,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 534 7,600 SH   SOLE 7,600 0 0
TYLER TECHNOLOGIES INC COM 902252105 18,684 106,358 SH   SOLE 106,358 0 0
U S CONCRETE INC COM NEW 90333L201 2,082 26,500 SH   SOLE 26,500 0 0
U S PHYSICAL THERAPY INC COM 90337L108 2,495 41,300 SH   SOLE 41,300 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 24,325 115,800 SH   SOLE 115,800 0 0
UNION PAC CORP COM 907818108 12,089 111,000 SH   SOLE 111,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,904 15,600 SH   SOLE 15,600 0 0
URBAN OUTFITTERS INC COM 917047102 4,264 230,000 SH   SOLE 230,000 0 0
V F CORP COM 918204108 2,674 46,430 SH   SOLE 46,430 0 0
VAIL RESORTS INC COM 91879Q109 6,085 30,000 SH   SOLE 30,000 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 2,001 38,500 SH   SOLE 38,500 0 0
VALMONT INDS INC COM 920253101 2,064 13,800 SH   SOLE 13,800 0 0
VCA INC COM 918194101 5,391 58,400 SH   SOLE 58,400 0 0
VEEVA SYS INC CL A COM 922475108 429 7,000 SH   SOLE 7,000 0 0
VERINT SYS INC COM 92343X100 1,823 44,800 SH   SOLE 44,800 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 16,624 129,000 SH   SOLE 129,000 0 0
VISA INC COM CL A 92826C839 18,344 195,604 SH   SOLE 195,604 0 0
WABTEC CORP COM 929740108 3,303 36,100 SH   SOLE 36,100 0 0
WAGEWORKS INC COM 930427109 390 5,800 SH   SOLE 5,800 0 0
WALKER & DUNLOP INC COM 93148P102 576 11,800 SH   SOLE 11,800 0 0
WASTE CONNECTIONS INC COM 94106B101 43,672 677,925 SH   SOLE 677,925 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 449 7,100 SH   SOLE 7,100 0 0
WEX INC COM 96208T104 9,217 88,400 SH   SOLE 88,400 0 0
WIX COM LTD SHS M98068105 1,030 14,800 SH   SOLE 14,800 0 0
WOLVERINE WORLD WIDE INC COM 978097103 3,207 114,500 SH   SOLE 114,500 0 0
WOODWARD INC COM 980745103 6,893 102,000 SH   SOLE 102,000 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 1,462 53,200 SH   SOLE 53,200 0 0
XPO LOGISTICS INC COM 983793100 2,197 34,000 SH   SOLE 34,000 0 0
ZENDESK INC COM 98936J101 8,890 320,000 SH   SOLE 320,000 0 0
ZOETIS INC CL A 98978V103 3,244 52,000 SH   SOLE 52,000 0 0