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 4,275 124,000 SH   SOLE 124,000 0 0
AARONS INC COM PAR $0.50 002535300 942 21,600 SH   SOLE 21,600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 15,776 116,800 SH   SOLE 116,800 0 0
ACI WORLDWIDE INC COM 004498101 845 37,100 SH   SOLE 37,100 0 0
ACTIVISION BLIZZARD INC COM 00507V109 31,287 485,000 SH   SOLE 485,000 0 0
ACUITY BRANDS INC COM 00508Y102 11,990 70,000 SH   SOLE 70,000 0 0
ADOBE SYS INC COM 00724F101 8,354 56,000 SH   SOLE 56,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,210 12,200 SH   SOLE 12,200 0 0
ADVISORY BRD CO COM 00762W107 761 14,200 SH   SOLE 14,200 0 0
AIR PRODS & CHEMS INC COM 009158106 2,268 15,000 SH   SOLE 15,000 0 0
AKORN INC COM 009728106 2,622 79,000 SH   SOLE 79,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 54,292 387,000 SH   SOLE 387,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,444 101,000 SH   SOLE 101,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 559 3,000 SH   SOLE 3,000 0 0
ALLEGHANY CORP DEL COM 017175100 3,712 6,700 SH   SOLE 6,700 0 0
ALLERGAN PLC SHS G0177J108 4,975 24,272 SH   SOLE 24,272 0 0
ALPHABET INC CAP STK CL A 02079K305 22,396 23,000 SH   SOLE 23,000 0 0
AMAZON COM INC COM 023135106 18,170 18,900 SH   SOLE 18,900 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 362 3,500 SH   SOLE 3,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 15,294 111,900 SH   SOLE 111,900 0 0
AMETEK INC NEW COM 031100100 22,464 340,150 SH   SOLE 340,150 0 0
AMPHENOL CORP NEW CL A 032095101 24,757 292,500 SH   SOLE 292,500 0 0
ANADARKO PETE CORP COM 032511107 4,152 85,000 SH   SOLE 85,000 0 0
ANSYS INC COM 03662Q105 23,187 188,926 SH   SOLE 188,926 0 0
APPLE INC COM 037833100 5,240 34,000 SH   SOLE 34,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,842 28,000 SH   SOLE 28,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 517 8,000 SH   SOLE 8,000 0 0
APTARGROUP INC COM 038336103 13,594 157,500 SH   SOLE 157,500 0 0
ARCH CAP GROUP LTD ORD G0450A105 20,202 205,100 SH   SOLE 205,100 0 0
ARGAN INC COM 04010E109 2,757 41,000 SH   SOLE 41,000 0 0
ARISTA NETWORKS INC COM 040413106 531 2,800 SH   SOLE 2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,747 28,600 SH   SOLE 28,600 0 0
AUTODESK INC COM 052769106 674 6,000 SH   SOLE 6,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,716 15,700 SH   SOLE 15,700 0 0
AUTOZONE INC COM 053332102 13,569 22,800 SH   SOLE 22,800 0 0
AZZ INC COM 002474104 5,542 113,800 SH   SOLE 113,800 0 0
B & G FOODS INC NEW COM 05508R106 1,510 47,400 SH   SOLE 47,400 0 0
BALCHEM CORP COM 057665200 1,032 12,700 SH   SOLE 12,700 0 0
BALL CORP COM 058498106 12,737 308,400 SH   SOLE 308,400 0 0
BANK AMER CORP COM 060505104 14,951 590,000 SH   SOLE 590,000 0 0
BARD C R INC COM 067383109 23,172 72,300 SH   SOLE 72,300 0 0
BECTON DICKINSON & CO COM 075887109 4,311 22,000 SH   SOLE 22,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 753 13,300 SH   SOLE 13,300 0 0
BIG LOTS INC COM 089302103 793 14,800 SH   SOLE 14,800 0 0
BIO RAD LABS INC CL A 090572207 978 4,400 SH   SOLE 4,400 0 0
BIOGEN INC COM 09062X103 9,863 31,500 SH   SOLE 31,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 9,772 105,000 SH   SOLE 105,000 0 0
BLACKBAUD INC COM 09227Q100 992 11,300 SH   SOLE 11,300 0 0
BLACKROCK INC COM 09247X101 3,130 7,000 SH   SOLE 7,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,678 320,000 SH   SOLE 320,000 0 0
BOB EVANS FARMS INC COM 096761101 938 12,100 SH   SOLE 12,100 0 0
BOSTON BEER INC CL A 100557107 3,436 22,000 SH   SOLE 22,000 0 0
BRINKS CO COM 109696104 632 7,500 SH   SOLE 7,500 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 9,460 151,486 SH   SOLE 151,486 0 0
BROADCOM LTD SHS Y09827109 11,884 49,000 SH   SOLE 49,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 331 4,100 SH   SOLE 4,100 0 0
BROWN FORMAN CORP CL B 115637209 2,313 42,600 SH   SOLE 42,600 0 0
BUFFALO WILD WINGS INC COM 119848109 3,277 31,000 SH   SOLE 31,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 577 10,300 SH   SOLE 10,300 0 0
CACI INTL INC CL A 127190304 516 3,700 SH   SOLE 3,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,026 26,000 SH   SOLE 26,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 518 12,600 SH   SOLE 12,600 0 0
CALAVO GROWERS INC COM 128246105 3,967 54,200 SH   SOLE 54,200 0 0
CANADIAN NATL RY CO COM 136375102 16,785 202,600 SH   SOLE 202,600 0 0
CANTEL MEDICAL CORP COM 138098108 3,757 39,900 SH   SOLE 39,900 0 0
CARLISLE COS INC COM 142339100 10,691 106,600 SH   SOLE 106,600 0 0
CASEYS GEN STORES INC COM 147528103 14,612 133,500 SH   SOLE 133,500 0 0
CAVCO INDS INC DEL COM 149568107 812 5,500 SH   SOLE 5,500 0 0
CELGENE CORP COM 151020104 25,956 178,000 SH   SOLE 178,000 0 0
CERNER CORP COM 156782104 8,216 115,200 SH   SOLE 115,200 0 0
CHEESECAKE FACTORY INC COM 163072101 2,060 48,900 SH   SOLE 48,900 0 0
CHEMED CORP NEW COM 16359R103 6,466 32,000 SH   SOLE 32,000 0 0
CHILDRENS PL INC COM 168905107 744 6,300 SH   SOLE 6,300 0 0
CHUBB LIMITED COM H1467J104 8,952 62,800 SH   SOLE 62,800 0 0
CHURCH & DWIGHT INC COM 171340102 21,996 454,000 SH   SOLE 454,000 0 0
CHURCHILL DOWNS INC COM 171484108 5,237 25,400 SH   SOLE 25,400 0 0
CINTAS CORP COM 172908105 1,573 10,900 SH   SOLE 10,900 0 0
CISCO SYS INC COM 17275R102 2,859 85,000 SH   SOLE 85,000 0 0
CITIGROUP INC COM NEW 172967424 6,910 95,000 SH   SOLE 95,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,684 37,000 SH   SOLE 37,000 0 0
COHERENT INC COM 192479103 823 3,500 SH   SOLE 3,500 0 0
COMCAST CORP NEW CL A 20030N101 4,040 105,000 SH   SOLE 105,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 1,587 26,100 SH   SOLE 26,100 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,177 41,000 SH   SOLE 41,000 0 0
COOPER STD HLDGS INC COM 21676P103 823 7,100 SH   SOLE 7,100 0 0
CORE MARK HOLDING CO INC COM 218681104 2,089 65,000 SH   SOLE 65,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 12,157 74,000 SH   SOLE 74,000 0 0
CROWN HOLDINGS INC COM 228368106 5,142 86,100 SH   SOLE 86,100 0 0
DANAHER CORP DEL COM 235851102 16,470 192,000 SH   SOLE 192,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 3,186 60,700 SH   SOLE 60,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,797 58,000 SH   SOLE 58,000 0 0
DENTSPLY SIRONA INC COM 24906P109 5,897 98,600 SH   SOLE 98,600 0 0
DEXCOM INC COM 252131107 5,382 110,000 SH   SOLE 110,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,249 74,000 SH   SOLE 74,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,308 64,000 SH   SOLE 64,000 0 0
DOLLAR TREE INC COM 256746108 5,470 63,000 SH   SOLE 63,000 0 0
DOMINOS PIZZA INC COM 25754A201 13,442 67,700 SH   SOLE 67,700 0 0
DORMAN PRODUCTS INC COM 258278100 394 5,500 SH   SOLE 5,500 0 0
DYCOM INDS INC COM 267475101 1,228 14,300 SH   SOLE 14,300 0 0
E L F BEAUTY INC COM 26856L103 2,819 125,000 SH   SOLE 125,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 349 8,000 SH   SOLE 8,000 0 0
ECOLAB INC COM 278865100 19,394 150,800 SH   SOLE 150,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 12,461 114,000 SH   SOLE 114,000 0 0
EL PASO ELEC CO COM NEW 283677854 2,088 37,800 SH   SOLE 37,800 0 0
ELLIE MAE INC COM 28849P100 411 5,000 SH   SOLE 5,000 0 0
EMCOR GROUP INC COM 29084Q100 264 3,800 SH   SOLE 3,800 0 0
ENBRIDGE INC COM 29250N105 699 16,700 SH   SOLE 16,700 0 0
ENERSYS COM 29275Y102 7,567 109,400 SH   SOLE 109,400 0 0
ENPRO INDS INC COM 29355X107 4,985 61,900 SH   SOLE 61,900 0 0
ENSTAR GROUP LIMITED SHS G3075P101 467 2,100 SH   SOLE 2,100 0 0
EPLUS INC COM 294268107 8,626 93,300 SH   SOLE 93,300 0 0
EQUIFAX INC COM 294429105 2,173 20,500 SH   SOLE 20,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,819 68,400 SH   SOLE 68,400 0 0
ESSEX PPTY TR INC COM 297178105 1,258 4,953 SH   SOLE 4,953 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 5,589 62,000 SH   SOLE 62,000 0 0
EXACT SCIENCES CORP COM 30063P105 10,131 215,000 SH   SOLE 215,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,365 57,700 SH   SOLE 57,700 0 0
EXPEDIA INC DEL COM NEW 30212P303 3,023 21,000 SH   SOLE 21,000 0 0
EXPONENT INC COM 30214U102 392 5,300 SH   SOLE 5,300 0 0
F M C CORP COM NEW 302491303 11,396 127,600 SH   SOLE 127,600 0 0
FACEBOOK INC CL A 30303M102 28,535 167,000 SH   SOLE 167,000 0 0
FAIR ISAAC CORP COM 303250104 5,676 40,400 SH   SOLE 40,400 0 0
FIRST FINL BANKSHARES COM 32020R109 4,726 104,548 SH   SOLE 104,548 0 0
FISERV INC COM 337738108 24,373 189,000 SH   SOLE 189,000 0 0
FIVE BELOW INC COM 33829M101 340 6,200 SH   SOLE 6,200 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,788 26,600 SH   SOLE 26,600 0 0
FRANKLIN ELEC INC COM 353514102 632 14,100 SH   SOLE 14,100 0 0
GARTNER INC COM 366651107 4,280 34,400 SH   SOLE 34,400 0 0
GENERAL DYNAMICS CORP COM 369550108 14,000 68,100 SH   SOLE 68,100 0 0
GENERAL MLS INC COM 370334104 6,729 130,000 SH   SOLE 130,000 0 0
GRACO INC COM 384109104 532 4,300 SH   SOLE 4,300 0 0
GRANITE CONSTR INC COM 387328107 290 5,000 SH   SOLE 5,000 0 0
GREEN DOT CORP CL A 39304D102 1,631 32,900 SH   SOLE 32,900 0 0
GREENBRIER COS INC COM 393657101 221 4,600 SH   SOLE 4,600 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 1,556 30,000 SH   SOLE 30,000 0 0
GRUBHUB INC COM 400110102 9,953 189,000 SH   SOLE 189,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 7,276 75,500 SH   SOLE 75,500 0 0
HEALTHCARE SVCS GRP INC COM 421906108 11,647 215,800 SH   SOLE 215,800 0 0
HEICO CORP NEW COM 422806109 24,368 271,331 SH   SOLE 271,331 0 0
HELEN OF TROY CORP LTD COM G4388N106 2,548 26,300 SH   SOLE 26,300 0 0
HENRY JACK & ASSOC INC COM 426281101 7,853 76,400 SH   SOLE 76,400 0 0
HOME DEPOT INC COM 437076102 3,925 24,000 SH   SOLE 24,000 0 0
HORMEL FOODS CORP COM 440452100 11,056 344,000 SH   SOLE 344,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,287 56,600 SH   SOLE 56,600 0 0
ICU MED INC COM 44930G107 5,854 31,500 SH   SOLE 31,500 0 0
IDEX CORP COM 45167R104 10,173 83,750 SH   SOLE 83,750 0 0
IDEXX LABS INC COM 45168D104 36,913 237,400 SH   SOLE 237,400 0 0
IHS MARKIT LTD SHS G47567105 8,466 192,054 SH   SOLE 192,054 0 0
II VI INC COM 902104108 432 10,500 SH   SOLE 10,500 0 0
ILG INC COM 44967H101 962 36,000 SH   SOLE 36,000 0 0
ILLUMINA INC COM 452327109 8,147 40,900 SH   SOLE 40,900 0 0
INGREDION INC COM 457187102 4,198 34,800 SH   SOLE 34,800 0 0
INSIGHT ENTERPRISES INC COM 45765U103 519 11,300 SH   SOLE 11,300 0 0
INSPERITY INC COM 45778Q107 801 9,100 SH   SOLE 9,100 0 0
INSULET CORP COM 45784P101 1,091 19,800 SH   SOLE 19,800 0 0
INTEL CORP COM 458140100 3,046 80,000 SH   SOLE 80,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 3,831 66,000 SH   SOLE 66,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 824 12,000 SH   SOLE 12,000 0 0
INTUIT COM 461202103 6,226 43,800 SH   SOLE 43,800 0 0
INVESCO LTD SHS G491BT108 3,574 102,000 SH   SOLE 102,000 0 0
IPG PHOTONICS CORP COM 44980X109 278 1,500 SH   SOLE 1,500 0 0
ITRON INC COM 465741106 720 9,300 SH   SOLE 9,300 0 0
J & J SNACK FOODS CORP COM 466032109 12,815 97,600 SH   SOLE 97,600 0 0
J2 GLOBAL INC COM 48123V102 4,743 64,200 SH   SOLE 64,200 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 14,040 96,000 SH   SOLE 96,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,324 13,100 SH   SOLE 13,100 0 0
JPMORGAN CHASE & CO COM 46625H100 6,877 72,000 SH   SOLE 72,000 0 0
KADANT INC COM 48282T104 641 6,500 SH   SOLE 6,500 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 1,713 25,000 SH   SOLE 25,000 0 0
LANCASTER COLONY CORP COM 513847103 1,273 10,600 SH   SOLE 10,600 0 0
LANDSTAR SYS INC COM 515098101 3,368 33,800 SH   SOLE 33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 6,147 57,000 SH   SOLE 57,000 0 0
LCI INDS COM 50189K103 3,974 34,300 SH   SOLE 34,300 0 0
LENDINGTREE INC NEW COM 52603B107 6,600 27,000 SH   SOLE 27,000 0 0
LENNOX INTL INC COM 526107107 14,461 80,800 SH   SOLE 80,800 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 89 14,800 SH   SOLE 14,800 0 0
LINCOLN ELEC HLDGS INC COM 533900106 10,096 110,119 SH   SOLE 110,119 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 4,415 132,000 SH   SOLE 132,000 0 0
LITTELFUSE INC COM 537008104 1,528 7,800 SH   SOLE 7,800 0 0
LKQ CORP COM 501889208 12,525 348,000 SH   SOLE 348,000 0 0
LYDALL INC DEL COM 550819106 894 15,600 SH   SOLE 15,600 0 0
MARKETAXESS HLDGS INC COM 57060D108 443 2,400 SH   SOLE 2,400 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 2,964 23,800 SH   SOLE 23,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 19,980 141,500 SH   SOLE 141,500 0 0
MAXIMUS INC COM 577933104 3,502 54,300 SH   SOLE 54,300 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,937 48,100 SH   SOLE 48,100 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 8,118 104,000 SH   SOLE 104,000 0 0
MEDTRONIC PLC SHS G5960L103 2,644 34,000 SH   SOLE 34,000 0 0
MERCURY SYS INC COM 589378108 1,390 26,800 SH   SOLE 26,800 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 36,693 58,600 SH   SOLE 58,600 0 0
MIDDLEBY CORP COM 596278101 18,187 141,900 SH   SOLE 141,900 0 0
MONRO INC COM 610236101 5,039 89,900 SH   SOLE 89,900 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 7,403 134,000 SH   SOLE 134,000 0 0
MUELLER INDS INC COM 624756102 804 23,000 SH   SOLE 23,000 0 0
NEOGEN CORP COM 640491106 2,270 29,300 SH   SOLE 29,300 0 0
NETFLIX INC COM 64110L106 11,425 63,000 SH   SOLE 63,000 0 0
NEUBERGER BERMAN RE ES SEC F COM 64190A103 70 12,500 SH   SOLE 12,500 0 0
NEVRO CORP COM 64157F103 10,124 111,400 SH   SOLE 111,400 0 0
NEW JERSEY RES COM 646025106 2,327 55,200 SH   SOLE 55,200 0 0
NEW RELIC INC COM 64829B100 667 13,400 SH   SOLE 13,400 0 0
NEWMARKET CORP COM 651587107 7,749 18,200 SH   SOLE 18,200 0 0
NIKE INC CL B 654106103 6,429 124,000 SH   SOLE 124,000 0 0
NORDSON CORP COM 655663102 3,057 25,800 SH   SOLE 25,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,070 48,900 SH   SOLE 48,900 0 0
NORTHWEST NAT GAS CO COM 667655104 1,533 23,800 SH   SOLE 23,800 0 0
NORTHWESTERN CORP COM NEW 668074305 888 15,600 SH   SOLE 15,600 0 0
NOVO-NORDISK A S ADR 670100205 8,643 179,500 SH   SOLE 179,500 0 0
NUTRI SYS INC NEW COM 67069D108 525 9,400 SH   SOLE 9,400 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 13,784 64,000 SH   SOLE 64,000 0 0
OPEN TEXT CORP COM 683715106 7,039 218,000 SH   SOLE 218,000 0 0
PACKAGING CORP AMER COM 695156109 2,351 20,500 SH   SOLE 20,500 0 0
PAREXEL INTL CORP COM 699462107 6,646 75,450 SH   SOLE 75,450 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,222 16,300 SH   SOLE 16,300 0 0
PAYPAL HLDGS INC COM 70450Y103 12,934 202,000 SH   SOLE 202,000 0 0
PEPSICO INC COM 713448108 7,020 63,000 SH   SOLE 63,000 0 0
PFIZER INC COM 717081103 3,570 100,000 SH   SOLE 100,000 0 0
PIONEER NAT RES CO COM 723787107 7,082 48,000 SH   SOLE 48,000 0 0
PLANET FITNESS INC CL A 72703H101 464 17,200 SH   SOLE 17,200 0 0
POLYONE CORP COM 73179P106 805 20,100 SH   SOLE 20,100 0 0
POOL CORPORATION COM 73278L105 9,627 89,000 SH   SOLE 89,000 0 0
PRA GROUP INC COM 69354N106 281 9,800 SH   SOLE 9,800 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,158 15,200 SH   SOLE 15,200 0 0
PRICELINE GRP INC COM NEW 741503403 4,211 2,300 SH   SOLE 2,300 0 0
PRIMERICA INC COM 74164M108 1,484 18,200 SH   SOLE 18,200 0 0
PROASSURANCE CORP COM 74267C106 3,202 58,600 SH   SOLE 58,600 0 0
PROOFPOINT INC COM 743424103 4,256 48,800 SH   SOLE 48,800 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,491 37,900 SH   SOLE 37,900 0 0
QUALYS INC COM 74758T303 202 3,900 SH   SOLE 3,900 0 0
RBC BEARINGS INC COM 75524B104 6,570 52,500 SH   SOLE 52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,743 49,900 SH   SOLE 49,900 0 0
REPUBLIC SVCS INC COM 760759100 5,959 90,200 SH   SOLE 90,200 0 0
RLI CORP COM 749607107 8,702 151,700 SH   SOLE 151,700 0 0
ROGERS CORP COM 775133101 320 2,400 SH   SOLE 2,400 0 0
ROLLINS INC COM 775711104 33,567 727,500 SH   SOLE 727,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 28,405 116,700 SH   SOLE 116,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,879 40,600 SH   SOLE 40,600 0 0
SALESFORCE COM INC COM 79466L302 26,251 281,000 SH   SOLE 281,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 9,695 67,300 SH   SOLE 67,300 0 0
SCHEIN HENRY INC COM 806407102 21,006 256,200 SH   SOLE 256,200 0 0
SCHLUMBERGER LTD COM 806857108 4,046 58,000 SH   SOLE 58,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 8,398 192,000 SH   SOLE 192,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 2,788 41,700 SH   SOLE 41,700 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 458 10,000 SH   SOLE 10,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 8,858 91,000 SH   SOLE 91,000 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,484 58,300 SH   SOLE 58,300 0 0
SERVICENOW INC COM 81762P102 12,106 103,000 SH   SOLE 103,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,293 10,100 SH   SOLE 10,100 0 0
SILGAN HOLDINGS INC COM 827048109 5,080 172,600 SH   SOLE 172,600 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,194 36,000 SH   SOLE 36,000 0 0
SMITH A O COM 831865209 1,224 20,600 SH   SOLE 20,600 0 0
SNAP ON INC COM 833034101 11,921 80,000 SH   SOLE 80,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 257 9,000 SH   SOLE 9,000 0 0
SOUTH JERSEY INDS INC COM 838518108 6,920 200,400 SH   SOLE 200,400 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 3,229 41,600 SH   SOLE 41,600 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,377 13,000 SH   SOLE 13,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 466 6,000 SH   SOLE 6,000 0 0
STAMPS COM INC COM NEW 852857200 5,836 28,800 SH   SOLE 28,800 0 0
STARBUCKS CORP COM 855244109 7,305 136,000 SH   SOLE 136,000 0 0
STERICYCLE INC COM 858912108 9,934 138,700 SH   SOLE 138,700 0 0
STIFEL FINL CORP COM 860630102 6,688 125,100 SH   SOLE 125,100 0 0
SYNNEX CORP COM 87162W100 7,186 56,800 SH   SOLE 56,800 0 0
TECH DATA CORP COM 878237106 2,026 22,800 SH   SOLE 22,800 0 0
TELADOC INC COM 87918A105 564 17,000 SH   SOLE 17,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 36,882 231,700 SH   SOLE 231,700 0 0
TELEFLEX INC COM 879369106 895 3,700 SH   SOLE 3,700 0 0
TERADATA CORP DEL COM 88076W103 203 6,000 SH   SOLE 6,000 0 0
TESARO INC COM 881569107 8,069 62,500 SH   SOLE 62,500 0 0
TESLA INC COM 88160R101 6,481 19,000 SH   SOLE 19,000 0 0
TEXAS ROADHOUSE INC COM 882681109 1,297 26,400 SH   SOLE 26,400 0 0
THE TRADE DESK INC COM CL A 88339J105 554 9,000 SH   SOLE 9,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,436 39,300 SH   SOLE 39,300 0 0
TIVITY HEALTH INC COM 88870R102 1,195 29,300 SH   SOLE 29,300 0 0
TJX COS INC NEW COM 872540109 34,137 463,000 SH   SOLE 463,000 0 0
TOLL BROTHERS INC COM 889478103 3,069 74,000 SH   SOLE 74,000 0 0
TORCHMARK CORP COM 891027104 1,914 23,900 SH   SOLE 23,900 0 0
TORO CO COM 891092108 39,656 639,000 SH   SOLE 639,000 0 0
TRANSDIGM GROUP INC COM 893641100 11,197 43,800 SH   SOLE 43,800 0 0
TREX CO INC COM 89531P105 1,441 16,000 SH   SOLE 16,000 0 0
TRIMBLE INC COM 896239100 275 7,000 SH   SOLE 7,000 0 0
TRINET GROUP INC COM 896288107 447 13,300 SH   SOLE 13,300 0 0
TYLER TECHNOLOGIES INC COM 902252105 18,540 106,358 SH   SOLE 106,358 0 0
U S CONCRETE INC COM NEW 90333L201 2,022 26,500 SH   SOLE 26,500 0 0
U S PHYSICAL THERAPY INC COM 90337L108 2,562 41,700 SH   SOLE 41,700 0 0
ULTA BEAUTY INC COM 90384S303 8,364 37,000 SH   SOLE 37,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 21,956 115,800 SH   SOLE 115,800 0 0
UNION PAC CORP COM 907818108 4,152 35,800 SH   SOLE 35,800 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,287 11,600 SH   SOLE 11,600 0 0
URBAN OUTFITTERS INC COM 917047102 5,903 247,000 SH   SOLE 247,000 0 0
VAIL RESORTS INC COM 91879Q109 6,387 28,000 SH   SOLE 28,000 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 1,993 40,500 SH   SOLE 40,500 0 0
VALMONT INDS INC COM 920253101 2,182 13,800 SH   SOLE 13,800 0 0
VEEVA SYS INC CL A COM 922475108 395 7,000 SH   SOLE 7,000 0 0
VERINT SYS INC COM 92343X100 1,151 27,500 SH   SOLE 27,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19,005 125,000 SH   SOLE 125,000 0 0
VISA INC COM CL A 92826C839 20,522 195,000 SH   SOLE 195,000 0 0
WABTEC CORP COM 929740108 2,121 28,000 SH   SOLE 28,000 0 0
WALKER & DUNLOP INC COM 93148P102 617 11,800 SH   SOLE 11,800 0 0
WASTE CONNECTIONS INC COM 94106B101 46,588 665,925 SH   SOLE 665,925 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 491 7,100 SH   SOLE 7,100 0 0
WEX INC COM 96208T104 9,920 88,400 SH   SOLE 88,400 0 0
WIX COM LTD SHS M98068105 740 10,300 SH   SOLE 10,300 0 0
WOLVERINE WORLD WIDE INC COM 978097103 1,751 60,700 SH   SOLE 60,700 0 0
WOODWARD INC COM 980745103 7,916 102,000 SH   SOLE 102,000 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 1,376 53,200 SH   SOLE 53,200 0 0
XPO LOGISTICS INC COM 983793100 1,627 24,000 SH   SOLE 24,000 0 0
ZENDESK INC COM 98936J101 9,944 341,600 SH   SOLE 341,600 0 0
ZOETIS INC CL A 98978V103 3,188 50,000 SH   SOLE 50,000 0 0