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 4,551 124,000 SH   SOLE 124,000 0 0
AARONS INC COM PAR $0.50 002535300 223 5,600 SH   SOLE 5,600 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 17,881 116,800 SH   SOLE 116,800 0 0
ACI WORLDWIDE INC COM 004498101 841 37,100 SH   SOLE 37,100 0 0
ACTIVISION BLIZZARD INC COM 00507V109 28,177 445,000 SH   SOLE 445,000 0 0
ACUITY BRANDS INC COM 00508Y102 10,965 62,300 SH   SOLE 62,300 0 0
ADOBE SYS INC COM 00724F101 8,937 51,000 SH   SOLE 51,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,216 12,200 SH   SOLE 12,200 0 0
AIR PRODS & CHEMS INC COM 009158106 2,461 15,000 SH   SOLE 15,000 0 0
AKORN INC COM 009728106 2,546 79,000 SH   SOLE 79,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 48,434 405,000 SH   SOLE 405,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,898 98,000 SH   SOLE 98,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 667 3,000 SH   SOLE 3,000 0 0
ALLEGHANY CORP DEL COM 017175100 3,994 6,700 SH   SOLE 6,700 0 0
ALLERGAN PLC SHS G0177J108 699 4,272 SH   SOLE 4,272 0 0
ALPHABET INC CAP STK CL A 02079K305 24,228 23,000 SH   SOLE 23,000 0 0
AMAZON COM INC COM 023135106 21,986 18,800 SH   SOLE 18,800 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 868 8,000 SH   SOLE 8,000 0 0
AMERICAN TOWER CORP NEW COM 03027X100 13,482 94,500 SH   SOLE 94,500 0 0
AMERICAN WOODMARK CORP COM 030506109 469 3,600 SH   SOLE 3,600 0 0
AMETEK INC NEW COM 031100100 24,651 340,150 SH   SOLE 340,150 0 0
AMPHENOL CORP NEW CL A 032095101 25,681 292,500 SH   SOLE 292,500 0 0
ANADARKO PETE CORP COM 032511107 4,559 85,000 SH   SOLE 85,000 0 0
ANSYS INC COM 03662Q105 27,884 188,926 SH   SOLE 188,926 0 0
APPLE INC COM 037833100 5,754 34,000 SH   SOLE 34,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,907 28,000 SH   SOLE 28,000 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 303 8,000 SH   SOLE 8,000 0 0
APTARGROUP INC COM 038336103 13,589 157,500 SH   SOLE 157,500 0 0
ARCH CAP GROUP LTD ORD G0450A105 18,617 205,100 SH   SOLE 205,100 0 0
ARGAN INC COM 04010E109 1,845 41,000 SH   SOLE 41,000 0 0
ARISTA NETWORKS INC COM 040413106 660 2,800 SH   SOLE 2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,357 21,200 SH   SOLE 21,200 0 0
AUTODESK INC COM 052769106 629 6,000 SH   SOLE 6,000 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,840 15,700 SH   SOLE 15,700 0 0
AUTOZONE INC COM 053332102 16,219 22,800 SH   SOLE 22,800 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 430 15,000 SH   SOLE 15,000 0 0
AZZ INC COM 002474104 5,258 102,900 SH   SOLE 102,900 0 0
B & G FOODS INC NEW COM 05508R106 1,666 47,400 SH   SOLE 47,400 0 0
BALCHEM CORP COM 057665200 1,024 12,700 SH   SOLE 12,700 0 0
BALL CORP COM 058498106 11,673 308,400 SH   SOLE 308,400 0 0
BANK AMER CORP COM 060505104 16,826 570,000 SH   SOLE 570,000 0 0
BECTON DICKINSON & CO COM 075887109 12,566 58,704 SH   SOLE 58,704 0 0
BERRY GLOBAL GROUP INC COM 08579W103 810 13,800 SH   SOLE 13,800 0 0
BIG LOTS INC COM 089302103 831 14,800 SH   SOLE 14,800 0 0
BIO RAD LABS INC CL A 090572207 1,050 4,400 SH   SOLE 4,400 0 0
BIOGEN INC COM 09062X103 12,424 39,000 SH   SOLE 39,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 9,185 103,000 SH   SOLE 103,000 0 0
BLACKBAUD INC COM 09227Q100 1,493 15,800 SH   SOLE 15,800 0 0
BLACKROCK INC COM 09247X101 3,596 7,000 SH   SOLE 7,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 9,254 289,000 SH   SOLE 289,000 0 0
BOB EVANS FARMS INC COM 096761101 954 12,100 SH   SOLE 12,100 0 0
BOSTON BEER INC CL A 100557107 1,968 10,300 SH   SOLE 10,300 0 0
BRINKS CO COM 109696104 433 5,500 SH   SOLE 5,500 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 10,148 151,486 SH   SOLE 151,486 0 0
BROADCOM LTD SHS Y09827109 11,047 43,000 SH   SOLE 43,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 417 4,600 SH   SOLE 4,600 0 0
BROWN FORMAN CORP CL B 115637209 2,925 42,600 SH   SOLE 42,600 0 0
BUFFALO WILD WINGS INC COM 119848109 4,847 31,000 SH   SOLE 31,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 623 10,300 SH   SOLE 10,300 0 0
CACI INTL INC CL A 127190304 490 3,700 SH   SOLE 3,700 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,087 26,000 SH   SOLE 26,000 0 0
CAL MAINE FOODS INC COM NEW 128030202 560 12,600 SH   SOLE 12,600 0 0
CALAVO GROWERS INC COM 128246105 4,574 54,200 SH   SOLE 54,200 0 0
CANADIAN NATL RY CO COM 136375102 16,714 202,600 SH   SOLE 202,600 0 0
CANTEL MEDICAL CORP COM 138098108 4,105 39,900 SH   SOLE 39,900 0 0
CARLISLE COS INC COM 142339100 12,115 106,600 SH   SOLE 106,600 0 0
CASEYS GEN STORES INC COM 147528103 14,944 133,500 SH   SOLE 133,500 0 0
CAVCO INDS INC DEL COM 149568107 839 5,500 SH   SOLE 5,500 0 0
CELGENE CORP COM 151020104 21,603 207,000 SH   SOLE 207,000 0 0
CERNER CORP COM 156782104 6,854 101,700 SH   SOLE 101,700 0 0
CHEESECAKE FACTORY INC COM 163072101 1,922 39,900 SH   SOLE 39,900 0 0
CHEMED CORP NEW COM 16359R103 7,777 32,000 SH   SOLE 32,000 0 0
CHILDRENS PL INC COM 168905107 916 6,300 SH   SOLE 6,300 0 0
CHUBB LIMITED COM H1467J104 9,177 62,800 SH   SOLE 62,800 0 0
CHURCH & DWIGHT INC COM 171340102 21,724 433,000 SH   SOLE 433,000 0 0
CHURCHILL DOWNS INC COM 171484108 5,911 25,400 SH   SOLE 25,400 0 0
CINTAS CORP COM 172908105 1,699 10,900 SH   SOLE 10,900 0 0
CISCO SYS INC COM 17275R102 3,524 92,000 SH   SOLE 92,000 0 0
CITIGROUP INC COM NEW 172967424 7,069 95,000 SH   SOLE 95,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 2,557 36,000 SH   SOLE 36,000 0 0
COHERENT INC COM 192479103 988 3,500 SH   SOLE 3,500 0 0
COMCAST CORP NEW CL A 20030N101 3,925 98,000 SH   SOLE 98,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 940 17,900 SH   SOLE 17,900 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,371 41,000 SH   SOLE 41,000 0 0
COOPER STD HLDGS INC COM 21676P103 870 7,100 SH   SOLE 7,100 0 0
CORE MARK HOLDING CO INC COM 218681104 1,348 42,700 SH   SOLE 42,700 0 0
COSTCO WHSL CORP NEW COM 22160K105 13,773 74,000 SH   SOLE 74,000 0 0
CROWN HOLDINGS INC COM 228368106 4,843 86,100 SH   SOLE 86,100 0 0
DANAHER CORP DEL COM 235851102 17,821 192,000 SH   SOLE 192,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,852 51,700 SH   SOLE 51,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,248 58,000 SH   SOLE 58,000 0 0
DENTSPLY SIRONA INC COM 24906P109 6,491 98,600 SH   SOLE 98,600 0 0
DEXCOM INC COM 252131107 5,854 102,000 SH   SOLE 102,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 8,837 70,000 SH   SOLE 70,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,655 34,000 SH   SOLE 34,000 0 0
DOLLAR TREE INC COM 256746108 6,761 63,000 SH   SOLE 63,000 0 0
DOMINOS PIZZA INC COM 25754A201 11,281 59,700 SH   SOLE 59,700 0 0
DORMAN PRODUCTS INC COM 258278100 336 5,500 SH   SOLE 5,500 0 0
DYCOM INDS INC COM 267475101 1,593 14,300 SH   SOLE 14,300 0 0
E L F BEAUTY INC COM 26856L103 3,235 145,000 SH   SOLE 145,000 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 397 8,000 SH   SOLE 8,000 0 0
ECOLAB INC COM 278865100 19,832 147,800 SH   SOLE 147,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 11,384 101,000 SH   SOLE 101,000 0 0
EL PASO ELEC CO COM NEW 283677854 2,092 37,800 SH   SOLE 37,800 0 0
EMCOR GROUP INC COM 29084Q100 311 3,800 SH   SOLE 3,800 0 0
ENERSYS COM 29275Y102 6,879 98,800 SH   SOLE 98,800 0 0
ENPRO INDS INC COM 29355X107 5,788 61,900 SH   SOLE 61,900 0 0
ENSTAR GROUP LIMITED SHS G3075P101 422 2,100 SH   SOLE 2,100 0 0
EPLUS INC COM 294268107 7,016 93,300 SH   SOLE 93,300 0 0
EQUIFAX INC COM 294429105 2,417 20,500 SH   SOLE 20,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,089 68,400 SH   SOLE 68,400 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 4,213 56,400 SH   SOLE 56,400 0 0
EXACT SCIENCES CORP COM 30063P105 9,194 175,000 SH   SOLE 175,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,482 57,700 SH   SOLE 57,700 0 0
EXPEDIA INC DEL COM NEW 30212P303 2,156 18,000 SH   SOLE 18,000 0 0
EXPONENT INC COM 30214U102 903 12,700 SH   SOLE 12,700 0 0
F M C CORP COM NEW 302491303 12,079 127,600 SH   SOLE 127,600 0 0
FACEBOOK INC CL A 30303M102 28,939 164,000 SH   SOLE 164,000 0 0
FAIR ISAAC CORP COM 303250104 6,557 42,800 SH   SOLE 42,800 0 0
FIRST FINL BANKSHARES COM 32020R109 4,710 104,548 SH   SOLE 104,548 0 0
FISERV INC COM 337738108 24,784 189,000 SH   SOLE 189,000 0 0
FIVE BELOW INC COM 33829M101 411 6,200 SH   SOLE 6,200 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,821 26,600 SH   SOLE 26,600 0 0
FRANKLIN ELEC INC COM 353514102 647 14,100 SH   SOLE 14,100 0 0
GABELLI EQUITY TR INC COM 362397101 74 12,000 SH   SOLE 12,000 0 0
GARTNER INC COM 366651107 4,236 34,400 SH   SOLE 34,400 0 0
GENERAL DYNAMICS CORP COM 369550108 8,667 42,600 SH   SOLE 42,600 0 0
GENERAL MLS INC COM 370334104 7,708 130,000 SH   SOLE 130,000 0 0
GRACO INC COM 384109104 583 12,900 SH   SOLE 12,900 0 0
GRANITE CONSTR INC COM 387328107 317 5,000 SH   SOLE 5,000 0 0
GREEN DOT CORP CL A 39304D102 1,983 32,900 SH   SOLE 32,900 0 0
GREENBRIER COS INC COM 393657101 245 4,600 SH   SOLE 4,600 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 1,630 30,000 SH   SOLE 30,000 0 0
GRUBHUB INC COM 400110102 11,344 158,000 SH   SOLE 158,000 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 6,049 59,500 SH   SOLE 59,500 0 0
HEALTHCARE SVCS GRP INC COM 421906108 11,377 215,800 SH   SOLE 215,800 0 0
HEICO CORP NEW COM 422806109 25,600 271,331 SH   SOLE 271,331 0 0
HELEN OF TROY CORP LTD COM G4388N106 1,888 19,600 SH   SOLE 19,600 0 0
HENRY JACK & ASSOC INC COM 426281101 8,936 76,400 SH   SOLE 76,400 0 0
HOME DEPOT INC COM 437076102 4,359 23,000 SH   SOLE 23,000 0 0
HORMEL FOODS CORP COM 440452100 10,881 299,000 SH   SOLE 299,000 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,508 56,600 SH   SOLE 56,600 0 0
ICU MED INC COM 44930G107 6,804 31,500 SH   SOLE 31,500 0 0
IDEX CORP COM 45167R104 11,052 83,750 SH   SOLE 83,750 0 0
IDEXX LABS INC COM 45168D104 36,046 230,500 SH   SOLE 230,500 0 0
IHS MARKIT LTD SHS G47567105 8,671 192,054 SH   SOLE 192,054 0 0
II VI INC COM 902104108 493 10,500 SH   SOLE 10,500 0 0
ILG INC COM 44967H101 1,025 36,000 SH   SOLE 36,000 0 0
ILLUMINA INC COM 452327109 8,936 40,900 SH   SOLE 40,900 0 0
INGREDION INC COM 457187102 4,865 34,800 SH   SOLE 34,800 0 0
INSIGHT ENTERPRISES INC COM 45765U103 414 10,800 SH   SOLE 10,800 0 0
INSPERITY INC COM 45778Q107 1,044 18,200 SH   SOLE 18,200 0 0
INSULET CORP COM 45784P101 1,366 19,800 SH   SOLE 19,800 0 0
INTEL CORP COM 458140100 3,370 73,000 SH   SOLE 73,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 3,856 66,000 SH   SOLE 66,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 847 12,000 SH   SOLE 12,000 0 0
INTUIT COM 461202103 6,911 43,800 SH   SOLE 43,800 0 0
INVESCO LTD SHS G491BT108 3,910 107,000 SH   SOLE 107,000 0 0
IPG PHOTONICS CORP COM 44980X109 321 1,500 SH   SOLE 1,500 0 0
ITRON INC COM 465741106 409 6,000 SH   SOLE 6,000 0 0
J & J SNACK FOODS CORP COM 466032109 14,819 97,600 SH   SOLE 97,600 0 0
J2 GLOBAL INC COM 48123V102 4,382 58,400 SH   SOLE 58,400 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 9,291 69,000 SH   SOLE 69,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,451 13,100 SH   SOLE 13,100 0 0
JPMORGAN CHASE & CO COM 46625H100 7,700 72,000 SH   SOLE 72,000 0 0
JUNO THERAPEUTICS INC COM 48205A109 6,171 135,000 SH   SOLE 135,000 0 0
KADANT INC COM 48282T104 863 8,600 SH   SOLE 8,600 0 0
KLX INC COM 482539103 717 10,500 SH   SOLE 10,500 0 0
LANCASTER COLONY CORP COM 513847103 1,499 11,600 SH   SOLE 11,600 0 0
LANDSTAR SYS INC COM 515098101 3,519 33,800 SH   SOLE 33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 7,125 56,000 SH   SOLE 56,000 0 0
LCI INDS COM 50189K103 4,459 34,300 SH   SOLE 34,300 0 0
LENDINGTREE INC NEW COM 52603B107 9,192 27,000 SH   SOLE 27,000 0 0
LENNOX INTL INC COM 526107107 16,827 80,800 SH   SOLE 80,800 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 93 14,800 SH   SOLE 14,800 0 0
LINCOLN ELEC HLDGS INC COM 533900106 9,178 100,219 SH   SOLE 100,219 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 4,294 127,000 SH   SOLE 127,000 0 0
LITTELFUSE INC COM 537008104 1,543 7,800 SH   SOLE 7,800 0 0
LKQ CORP COM 501889208 14,112 347,000 SH   SOLE 347,000 0 0
LYDALL INC DEL COM 550819106 792 15,600 SH   SOLE 15,600 0 0
MARKETAXESS HLDGS INC COM 57060D108 484 2,400 SH   SOLE 2,400 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 3,218 23,800 SH   SOLE 23,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104 18,390 121,500 SH   SOLE 121,500 0 0
MAXIMUS INC COM 577933104 3,887 54,300 SH   SOLE 54,300 0 0
MCCORMICK & CO INC COM NON VTG 579780206 4,902 48,100 SH   SOLE 48,100 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 6,084 96,000 SH   SOLE 96,000 0 0
MEDTRONIC PLC SHS G5960L103 2,422 30,000 SH   SOLE 30,000 0 0
MERCURY SYS INC COM 589378108 1,428 27,800 SH   SOLE 27,800 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 34,012 54,900 SH   SOLE 54,900 0 0
MIDDLEBY CORP COM 596278101 17,557 130,100 SH   SOLE 130,100 0 0
MONRO INC COM 610236101 5,120 89,900 SH   SOLE 89,900 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 8,101 128,000 SH   SOLE 128,000 0 0
MUELLER INDS INC COM 624756102 815 23,000 SH   SOLE 23,000 0 0
NEOGEN CORP COM 640491106 2,409 29,300 SH   SOLE 29,300 0 0
NETFLIX INC COM 64110L106 11,902 62,000 SH   SOLE 62,000 0 0
NEVRO CORP COM 64157F103 7,070 102,400 SH   SOLE 102,400 0 0
NEW JERSEY RES COM 646025106 2,219 55,200 SH   SOLE 55,200 0 0
NEW RELIC INC COM 64829B100 774 13,400 SH   SOLE 13,400 0 0
NEWMARKET CORP COM 651587107 7,074 17,800 SH   SOLE 17,800 0 0
NIKE INC CL B 654106103 7,631 122,000 SH   SOLE 122,000 0 0
NORDSON CORP COM 655663102 3,777 25,800 SH   SOLE 25,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,008 48,900 SH   SOLE 48,900 0 0
NORTHWEST NAT GAS CO COM 667655104 1,420 23,800 SH   SOLE 23,800 0 0
NORTHWESTERN CORP COM NEW 668074305 931 15,600 SH   SOLE 15,600 0 0
NOVO-NORDISK A S ADR 670100205 9,634 179,500 SH   SOLE 179,500 0 0
NUTRI SYS INC NEW COM 67069D108 468 8,900 SH   SOLE 8,900 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 15,250 63,400 SH   SOLE 63,400 0 0
OPEN TEXT CORP COM 683715106 5,675 159,100 SH   SOLE 159,100 0 0
PACKAGING CORP AMER COM 695156109 2,471 20,500 SH   SOLE 20,500 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,309 16,300 SH   SOLE 16,300 0 0
PAYPAL HLDGS INC COM 70450Y103 14,650 199,000 SH   SOLE 199,000 0 0
PEPSICO INC COM 713448108 7,555 63,000 SH   SOLE 63,000 0 0
PFIZER INC COM 717081103 3,405 94,000 SH   SOLE 94,000 0 0
PIONEER NAT RES CO COM 723787107 7,260 42,000 SH   SOLE 42,000 0 0
PLANET FITNESS INC CL A 72703H101 630 18,200 SH   SOLE 18,200 0 0
POLYONE CORP COM 73179P106 1,322 30,400 SH   SOLE 30,400 0 0
POOL CORPORATION COM 73278L105 11,539 89,000 SH   SOLE 89,000 0 0
PRA GROUP INC COM 69354N106 325 9,800 SH   SOLE 9,800 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,384 15,200 SH   SOLE 15,200 0 0
PRICELINE GRP INC COM NEW 741503403 3,128 1,800 SH   SOLE 1,800 0 0
PRIMERICA INC COM 74164M108 1,848 18,200 SH   SOLE 18,200 0 0
PROASSURANCE CORP COM 74267C106 3,349 58,600 SH   SOLE 58,600 0 0
PROOFPOINT INC COM 743424103 4,334 48,800 SH   SOLE 48,800 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,656 37,900 SH   SOLE 37,900 0 0
QUALYS INC COM 74758T303 380 6,400 SH   SOLE 6,400 0 0
RBC BEARINGS INC COM 75524B104 6,636 52,500 SH   SOLE 52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,267 49,900 SH   SOLE 49,900 0 0
REPUBLIC SVCS INC COM 760759100 6,098 90,200 SH   SOLE 90,200 0 0
RLI CORP COM 749607107 9,202 151,700 SH   SOLE 151,700 0 0
ROGERS CORP COM 775133101 389 2,400 SH   SOLE 2,400 0 0
ROLLINS INC COM 775711104 33,851 727,500 SH   SOLE 727,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 30,225 116,700 SH   SOLE 116,700 0 0
RUSH ENTERPRISES INC CL A 781846209 2,063 40,600 SH   SOLE 40,600 0 0
SALESFORCE COM INC COM 79466L302 24,842 243,000 SH   SOLE 243,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 10,488 64,200 SH   SOLE 64,200 0 0
SCHEIN HENRY INC COM 806407102 17,903 256,200 SH   SOLE 256,200 0 0
SCHLUMBERGER LTD COM 806857108 3,639 54,000 SH   SOLE 54,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 9,503 185,000 SH   SOLE 185,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,193 41,700 SH   SOLE 41,700 0 0
SCIENTIFIC GAMES CORP CL A 80874P109 513 10,000 SH   SOLE 10,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 9,736 91,000 SH   SOLE 91,000 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,265 58,300 SH   SOLE 58,300 0 0
SERVICENOW INC COM 81762P102 13,039 100,000 SH   SOLE 100,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,386 10,100 SH   SOLE 10,100 0 0
SILGAN HOLDINGS INC COM 827048109 5,073 172,600 SH   SOLE 172,600 0 0
SILICON LABORATORIES INC COM 826919102 450 5,100 SH   SOLE 5,100 0 0
SMITH A O COM 831865209 1,753 28,600 SH   SOLE 28,600 0 0
SNAP ON INC COM 833034101 13,944 80,000 SH   SOLE 80,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 338 9,000 SH   SOLE 9,000 0 0
SOUTH JERSEY INDS INC COM 838518108 6,165 197,400 SH   SOLE 197,400 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 3,348 41,600 SH   SOLE 41,600 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,158 10,300 SH   SOLE 10,300 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 523 6,000 SH   SOLE 6,000 0 0
STAMPS COM INC COM NEW 852857200 5,414 28,800 SH   SOLE 28,800 0 0
STARBUCKS CORP COM 855244109 7,179 125,000 SH   SOLE 125,000 0 0
STERICYCLE INC COM 858912108 7,873 115,800 SH   SOLE 115,800 0 0
STIFEL FINL CORP COM 860630102 7,451 125,100 SH   SOLE 125,100 0 0
SYNNEX CORP COM 87162W100 7,722 56,800 SH   SOLE 56,800 0 0
TECH DATA CORP COM 878237106 2,234 22,800 SH   SOLE 22,800 0 0
TELADOC INC COM 87918A105 592 17,000 SH   SOLE 17,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 41,972 231,700 SH   SOLE 231,700 0 0
TELEFLEX INC COM 879369106 921 3,700 SH   SOLE 3,700 0 0
TERADATA CORP DEL COM 88076W103 385 10,000 SH   SOLE 10,000 0 0
TESARO INC COM 881569107 8,950 108,000 SH   SOLE 108,000 0 0
TESLA INC COM 88160R101 6,538 21,000 SH   SOLE 21,000 0 0
TEXAS ROADHOUSE INC COM 882681109 1,391 26,400 SH   SOLE 26,400 0 0
THE TRADE DESK INC COM CL A 88339J105 412 9,000 SH   SOLE 9,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 7,462 39,300 SH   SOLE 39,300 0 0
TIVITY HEALTH INC COM 88870R102 1,071 29,300 SH   SOLE 29,300 0 0
TJX COS INC NEW COM 872540109 27,526 360,000 SH   SOLE 360,000 0 0
TOLL BROTHERS INC COM 889478103 2,305 48,000 SH   SOLE 48,000 0 0
TORCHMARK CORP COM 891027104 2,168 23,900 SH   SOLE 23,900 0 0
TORO CO COM 891092108 41,682 639,000 SH   SOLE 639,000 0 0
TRANSDIGM GROUP INC COM 893641100 12,028 43,800 SH   SOLE 43,800 0 0
TREX CO INC COM 89531P105 1,734 16,000 SH   SOLE 16,000 0 0
TRIMBLE INC COM 896239100 284 7,000 SH   SOLE 7,000 0 0
TRINET GROUP INC COM 896288107 723 16,300 SH   SOLE 16,300 0 0
TYLER TECHNOLOGIES INC COM 902252105 19,008 107,358 SH   SOLE 107,358 0 0
U S CONCRETE INC COM NEW 90333L201 2,217 26,500 SH   SOLE 26,500 0 0
U S PHYSICAL THERAPY INC COM 90337L108 3,054 42,300 SH   SOLE 42,300 0 0
ULTA BEAUTY INC COM 90384S303 11,407 51,000 SH   SOLE 51,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 25,184 115,400 SH   SOLE 115,400 0 0
UNION PAC CORP COM 907818108 4,801 35,800 SH   SOLE 35,800 0 0
VAIL RESORTS INC COM 91879Q109 5,949 28,000 SH   SOLE 28,000 0 0
VALIDUS HOLDINGS LTD COM SHS G9319H102 1,605 34,200 SH   SOLE 34,200 0 0
VALMONT INDS INC COM 920253101 2,289 13,800 SH   SOLE 13,800 0 0
VERINT SYS INC COM 92343X100 691 16,500 SH   SOLE 16,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19,931 133,000 SH   SOLE 133,000 0 0
VISA INC COM CL A 92826C839 24,286 213,000 SH   SOLE 213,000 0 0
WALKER & DUNLOP INC COM 93148P102 560 11,800 SH   SOLE 11,800 0 0
WASTE CONNECTIONS INC COM 94106B101 46,347 653,325 SH   SOLE 653,325 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 539 7,100 SH   SOLE 7,100 0 0
WEX INC COM 96208T104 12,485 88,400 SH   SOLE 88,400 0 0
WOLVERINE WORLD WIDE INC COM 978097103 1,167 36,600 SH   SOLE 36,600 0 0
WOODWARD INC COM 980745103 7,807 102,000 SH   SOLE 102,000 0 0
WRIGHT MED GROUP N V ORD SHS 0.03 PAR N96617118 670 30,200 SH   SOLE 30,200 0 0
XPO LOGISTICS INC COM 983793100 2,198 24,000 SH   SOLE 24,000 0 0
ZENDESK INC COM 98936J101 10,105 298,600 SH   SOLE 298,600 0 0
ZOETIS INC CL A 98978V103 3,386 47,000 SH   SOLE 47,000 0 0