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 4,472 118,300 SH   SOLE   118,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 20,935 123,000 SH   SOLE   123,000 0 0
ACI WORLDWIDE INC COM 004498101 1,044 37,100 SH   SOLE   37,100 0 0
ACTIVISION BLIZZARD INC COM 00507V109 33,526 403,000 SH   SOLE   403,000 0 0
ACUITY BRANDS INC COM 00508Y102 3,317 21,100 SH   SOLE   21,100 0 0
ADOBE SYS INC COM 00724f101 12,148 45,000 SH   SOLE   45,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,054 12,200 SH   SOLE   12,200 0 0
AIR PRODS & CHEMS INC COM 009158106 2,506 15,000 SH   SOLE   15,000 0 0
AKORN INC COM 009728106 1,025 79,000 SH   SOLE   79,000 0 0
ALARM COM HLDGS INC COM 011642105 947 16,500 SH   SOLE   16,500 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 43,093 310,000 SH   SOLE   310,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 27,680 168,000 SH   SOLE   168,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 1,174 3,000 SH   SOLE   3,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,372 6,700 SH   SOLE   6,700 0 0
ALPHABET INC CAP STK CL A 02079K305 26,797 22,200 SH   SOLE   22,200 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 15,456 950,000 SH   SOLE   950,000 0 0
AMAZON COM INC COM 023135106 40,060 20,000 SH   SOLE   20,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 4,849 43,700 SH   SOLE   43,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100 15,460 106,400 SH   SOLE   106,400 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 659 8,400 SH   SOLE   8,400 0 0
AMETEK INC NEW COM 031100100 26,913 340,150 SH   SOLE   340,150 0 0
AMPHENOL CORP NEW CL A 032095101 27,501 292,500 SH   SOLE   292,500 0 0
ANADARKO PETE CORP COM 032511107 5,595 83,000 SH   SOLE   83,000 0 0
ANSYS INC COM 03662Q105 30,821 165,100 SH   SOLE   165,100 0 0
APPLE INC COM 037833100 7,224 32,000 SH   SOLE   32,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,191 28,000 SH   SOLE   28,000 0 0
APTARGROUP INC COM 038336103 16,969 157,500 SH   SOLE   157,500 0 0
ARCH CAP GROUP LTD ORD G0450A105 16,553 555,300 SH   SOLE   555,300 0 0
ARISTA NETWORKS INC COM 040413106 744 2,800 SH   SOLE   2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 763 11,100 SH   SOLE   11,100 0 0
ASGN INC COM 00191U102 1,121 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,365 15,700 SH   SOLE   15,700 0 0
AUTOZONE INC COM 053332102 15,126 19,500 SH   SOLE   19,500 0 0
AVANOS MED INC COM 05350V106 1,514 22,100 SH   SOLE   22,100 0 0
AXON ENTERPRISE INC COM 05464C101 835 12,200 SH   SOLE   12,200 0 0
AZZ INC COM 002474104 3,510 69,500 SH   SOLE   69,500 0 0
B & G FOODS INC NEW COM 05508R106 1,065 38,800 SH   SOLE   38,800 0 0
BALCHEM CORP COM 057665200 1,424 12,700 SH   SOLE   12,700 0 0
BALL CORP COM 058498106 12,379 281,400 SH   SOLE   281,400 0 0
BANK AMER CORP COM 060505104 14,877 505,000 SH   SOLE   505,000 0 0
BECTON DICKINSON & CO COM 075887109 15,322 58,704 SH   SOLE   58,704 0 0
BIOGEN INC COM 09062x103 13,426 38,000 SH   SOLE   38,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 10,570 109,000 SH   SOLE   109,000 0 0
BLACKBAUD INC COM 09227Q100 2,567 25,300 SH   SOLE   25,300 0 0
BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 69 12,000 SH   SOLE   12,000 0 0
BLACKROCK INC COM 09247X101 3,771 8,000 SH   SOLE   8,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 10,091 265,000 SH   SOLE   265,000 0 0
BOINGO WIRELESS INC COM 09739C102 1,085 31,100 SH   SOLE   31,100 0 0
BOOKING HLDGS INC COM 09857L108 3,373 1,700 SH   SOLE   1,700 0 0
BOTTOMLINE TECH DEL INC COM 101388106 865 11,900 SH   SOLE   11,900 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1,310 28,092 SH   SOLE   28,092 0 0
BROADCOM INC COM 11135f101 4,441 18,000 SH   SOLE   18,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,681 27,900 SH   SOLE   27,900 0 0
BROOKS AUTOMATION INC COM 114340102 928 26,500 SH   SOLE   26,500 0 0
BROWN FORMAN CORP CL B 115637209 2,692 53,250 SH   SOLE   53,250 0 0
CACI INTL INC CL A 127190304 976 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 6,603 145,700 SH   SOLE   145,700 0 0
CAL MAINE FOODS INC COM NEW 128030202 609 12,600 SH   SOLE   12,600 0 0
CALAVO GROWERS INC COM 128246105 5,236 54,200 SH   SOLE   54,200 0 0
CANADIAN NATL RY CO COM 136375102 18,732 208,600 SH   SOLE   208,600 0 0
CANTEL MEDICAL CORP COM 138098108 3,673 39,900 SH   SOLE   39,900 0 0
CARLISLE COS INC COM 142339100 12,984 106,600 SH   SOLE   106,600 0 0
CASEYS GEN STORES INC COM 147528103 6,313 48,900 SH   SOLE   48,900 0 0
CAVCO INDS INC DEL COM 149568107 2,302 9,100 SH   SOLE   9,100 0 0
CELGENE CORP COM 151020104 26,847 300,000 SH   SOLE   300,000 0 0
CHEESECAKE FACTORY INC COM 163072101 2,136 39,900 SH   SOLE   39,900 0 0
CHEMED CORP NEW COM 16359R103 13,902 43,500 SH   SOLE   43,500 0 0
CHILDRENS PL INC COM 168905107 805 6,300 SH   SOLE   6,300 0 0
CHUBB LIMITED COM H1467J104 8,393 62,800 SH   SOLE   62,800 0 0
CHURCH & DWIGHT INC COM 171340102 22,537 379,600 SH   SOLE   379,600 0 0
CHURCHILL DOWNS INC COM 171484108 7,054 25,400 SH   SOLE   25,400 0 0
CINTAS CORP COM 172908105 5,183 26,200 SH   SOLE   26,200 0 0
CISCO SYS INC COM 17275R102 3,892 80,000 SH   SOLE   80,000 0 0
CITIGROUP INC COM NEW 172967424 6,815 95,000 SH   SOLE   95,000 0 0
COGNEX CORP COM 192422103 1,636 29,300 SH   SOLE   29,300 0 0
COHERENT INC COM 192479103 603 3,500 SH   SOLE   3,500 0 0
COMCAST CORP NEW CL A 20030n101 3,293 93,000 SH   SOLE   93,000 0 0
COMFORT SYS USA INC COM 199908104 1,275 22,600 SH   SOLE   22,600 0 0
CONSTELLATION BRANDS INC CL A 21036P108 15,309 71,000 SH   SOLE   71,000 0 0
COOPER STD HLDGS INC COM 21676P103 960 8,000 SH   SOLE   8,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 17,381 74,000 SH   SOLE   74,000 0 0
CROWN HOLDINGS INC COM 228368106 2,654 55,300 SH   SOLE   55,300 0 0
DANAHER CORP DEL COM 235851102 21,297 196,000 SH   SOLE   196,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 2,245 33,900 SH   SOLE   33,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 4,048 70,000 SH   SOLE   70,000 0 0
DENTSPLY SIRONA INC COM 24906P109 1,227 32,500 SH   SOLE   32,500 0 0
DEXCOM INC COM 252131107 10,728 75,000 SH   SOLE   75,000 0 0
DIAMONDBACK ENERGY INC COM 25278x109 9,463 70,000 SH   SOLE   70,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,859 33,000 SH   SOLE   33,000 0 0
DOMINOS PIZZA INC COM 25754A201 14,917 50,600 SH   SOLE   50,600 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 419 8,000 SH   SOLE   8,000 0 0
ECOLAB INC COM 278865100 23,172 147,800 SH   SOLE   147,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 12,709 73,000 SH   SOLE   73,000 0 0
EL PASO ELEC CO COM NEW 283677854 2,162 37,800 SH   SOLE   37,800 0 0
ELECTRONIC ARTS INC COM 285512109 5,422 45,000 SH   SOLE   45,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,206 28,300 SH   SOLE   28,300 0 0
ENERSYS COM 29275Y102 8,016 92,000 SH   SOLE   92,000 0 0
ENOVA INTL INC COM 29357K103 588 20,400 SH   SOLE   20,400 0 0
ENPRO INDS INC COM 29355X107 3,253 44,600 SH   SOLE   44,600 0 0
ENSTAR GROUP LIMITED SHS G3075P101 438 2,100 SH   SOLE   2,100 0 0
EPLUS INC COM 294268107 8,649 93,300 SH   SOLE   93,300 0 0
EQUIFAX INC COM 294429105 2,677 20,500 SH   SOLE   20,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 4,253 44,100 SH   SOLE   44,100 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 1,355 14,900 SH   SOLE   14,900 0 0
EVERBRIDGE INC COM 29978A104 1,130 19,600 SH   SOLE   19,600 0 0
EXACT SCIENCES CORP COM 30063P105 15,784 200,000 SH   SOLE   200,000 0 0
EXELIXIS INC COM 30161Q104 16,834 950,000 SH   SOLE   950,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,820 57,700 SH   SOLE   57,700 0 0
EXPONENT INC COM 30214U102 5,296 98,800 SH   SOLE   98,800 0 0
F M C CORP COM NEW 302491303 5,100 58,500 SH   SOLE   58,500 0 0
FACEBOOK INC CL A 30303m102 28,945 176,000 SH   SOLE   176,000 0 0
FAIR ISAAC CORP COM 303250104 10,765 47,100 SH   SOLE   47,100 0 0
FIRST FINL BANKSHARES COM 32020R109 6,179 104,548 SH   SOLE   104,548 0 0
FISERV INC COM 337738108 31,140 378,000 SH   SOLE   378,000 0 0
FIVE9 INC COM 338307101 1,197 27,400 SH   SOLE   27,400 0 0
FTI CONSULTING INC COM 302941109 1,757 24,000 SH   SOLE   24,000 0 0
GABELLI EQUITY TR INC COM 362397101 84 13,000 SH   SOLE   13,000 0 0
GARTNER INC COM 366651107 7,354 46,400 SH   SOLE   46,400 0 0
GATX CORP COM 361448103 1,256 14,500 SH   SOLE   14,500 0 0
GENERAL MLS INC COM 370334104 472 11,000 SH   SOLE   11,000 0 0
GENTHERM INC COM 37253A103 814 17,900 SH   SOLE   17,900 0 0
GRACO INC COM 384109104 598 12,900 SH   SOLE   12,900 0 0
GREEN DOT CORP CL A 39304D102 2,922 32,900 SH   SOLE   32,900 0 0
GROUPE CGI INC CL A SUB VTG 39945C109 3,069 47,600 SH   SOLE   47,600 0 0
GRUBHUB INC COM 400110102 13,030 94,000 SH   SOLE   94,000 0 0
HAEMONETICS CORP COM 405024100 1,318 11,500 SH   SOLE   11,500 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,884 51,900 SH   SOLE   51,900 0 0
HEALTHCARE SVCS GRP INC COM 421906108 8,766 215,800 SH   SOLE   215,800 0 0
HEICO CORP NEW COM 422806109 37,188 401,550 SH   SOLE   401,550 0 0
HELEN OF TROY CORP LTD COM G4388N106 2,566 19,600 SH   SOLE   19,600 0 0
HENRY JACK & ASSOC INC COM 426281101 13,943 87,100 SH   SOLE   87,100 0 0
HOME DEPOT INC COM 437076102 4,350 21,000 SH   SOLE   21,000 0 0
HORMEL FOODS CORP COM 440452100 2,057 52,200 SH   SOLE   52,200 0 0
HUNT J B TRANS SVCS INC COM 445658107 6,732 56,600 SH   SOLE   56,600 0 0
ICU MED INC COM 44930G107 8,907 31,500 SH   SOLE   31,500 0 0
IDEX CORP COM 45167R104 12,618 83,750 SH   SOLE   83,750 0 0
IDEXX LABS INC COM 45168D104 44,365 177,700 SH   SOLE   177,700 0 0
IHS MARKIT LTD SHS G47567105 10,741 199,054 SH   SOLE   199,054 0 0
ILLUMINA INC COM 452327109 13,765 37,500 SH   SOLE   37,500 0 0
INGREDION INC COM 457187102 2,425 23,100 SH   SOLE   23,100 0 0
INSPERITY INC COM 45778Q107 2,501 21,200 SH   SOLE   21,200 0 0
INSTRUCTURE INC COM 45781U103 743 21,000 SH   SOLE   21,000 0 0
INSULET CORP COM 45784P101 1,293 12,200 SH   SOLE   12,200 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 1,047 15,900 SH   SOLE   15,900 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 9,477 75,000 SH   SOLE   75,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 1,348 18,000 SH   SOLE   18,000 0 0
INTUIT COM 461202103 10,733 47,200 SH   SOLE   47,200 0 0
IQVIA HLDGS INC COM 46266c105 2,387 18,400 SH   SOLE   18,400 0 0
ISHARES TR IBOXX HI YD ETF 464288513 2,075 24,000 SH   SOLE   24,000 0 0
J & J SNACK FOODS CORP COM 466032109 14,727 97,600 SH   SOLE   97,600 0 0
J2 GLOBAL INC COM 48123V102 3,256 39,300 SH   SOLE   39,300 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 8,070 48,000 SH   SOLE   48,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,563 13,100 SH   SOLE   13,100 0 0
JPMORGAN CHASE & CO COM 46625h100 6,996 62,000 SH   SOLE   62,000 0 0
KADANT INC COM 48282T104 1,305 12,100 SH   SOLE   12,100 0 0
KAMAN CORP COM 483548103 781 11,700 SH   SOLE   11,700 0 0
KAYNE ANDERSON MDSTM ENERGY COM 48661E108 145 11,337 SH   SOLE   11,337 0 0
KMG CHEMICALS INC COM 482564101 1,194 15,800 SH   SOLE   15,800 0 0
KORN FERRY INTL COM NEW 500643200 576 11,700 SH   SOLE   11,700 0 0
LANCASTER COLONY CORP COM 513847103 1,731 11,600 SH   SOLE   11,600 0 0
LANDSTAR SYS INC COM 515098101 4,124 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 7,557 52,000 SH   SOLE   52,000 0 0
LCI INDS COM 50189K103 2,641 31,900 SH   SOLE   31,900 0 0
LENDINGTREE INC NEW COM 52603B107 6,075 26,400 SH   SOLE   26,400 0 0
LENNOX INTL INC COM 526107107 19,787 90,600 SH   SOLE   90,600 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 89 13,000 SH   SOLE   13,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 7,851 84,019 SH   SOLE   84,019 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 8,049 330,000 SH   SOLE   330,000 0 0
LITTELFUSE INC COM 537008104 5,007 25,300 SH   SOLE   25,300 0 0
LKQ CORP COM 501889208 5,051 159,500 SH   SOLE   159,500 0 0
LYDALL INC DEL COM 550819106 672 15,600 SH   SOLE   15,600 0 0
MARKETAXESS HLDGS INC COM 57060D108 428 2,400 SH   SOLE   2,400 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 3,513 31,440 SH   SOLE   31,440 0 0
MASTERCARD INCORPORATED CL A 57636Q104 27,047 121,500 SH   SOLE   121,500 0 0
MAXIMUS INC COM 577933104 3,116 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 6,337 48,100 SH   SOLE   48,100 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 9,237 126,000 SH   SOLE   126,000 0 0
MEDIFAST INC COM 58470H101 2,526 11,400 SH   SOLE   11,400 0 0
MERCURY SYS INC COM 589378108 1,787 32,300 SH   SOLE   32,300 0 0
MERIT MED SYS INC COM 589889104 1,671 27,200 SH   SOLE   27,200 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 33,433 54,900 SH   SOLE   54,900 0 0
MICRON TECHNOLOGY INC COM 595112103 7,689 170,000 SH   SOLE   170,000 0 0
MIDDLEBY CORP COM 596278101 7,981 61,700 SH   SOLE   61,700 0 0
MONRO INC COM 610236101 6,257 89,900 SH   SOLE   89,900 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,411 110,000 SH   SOLE   110,000 0 0
MOVADO GROUP INC COM 624580106 1,152 27,500 SH   SOLE   27,500 0 0
NEOGEN CORP COM 640491106 2,794 39,066 SH   SOLE   39,066 0 0
NETFLIX INC COM 64110l106 21,700 58,000 SH   SOLE   58,000 0 0
NEVRO CORP COM 64157F103 5,991 105,100 SH   SOLE   105,100 0 0
NEW JERSEY RES COM 646025106 1,166 25,300 SH   SOLE   25,300 0 0
NEW RELIC INC COM 64829B100 2,365 25,100 SH   SOLE   25,100 0 0
NEWMARKET CORP COM 651587107 3,122 7,700 SH   SOLE   7,700 0 0
NIKE INC CL B 654106103 6,185 73,000 SH   SOLE   73,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,519 48,900 SH   SOLE   48,900 0 0
NUTRI SYS INC NEW COM 67069D108 604 16,300 SH   SOLE   16,300 0 0
NXP SEMICONDUCTORS N V COM N6596X109 11,713 137,000 SH   SOLE   137,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 22,020 63,400 SH   SOLE   63,400 0 0
OMNICELL INC COM 68213N109 1,086 15,100 SH   SOLE   15,100 0 0
OPEN TEXT CORP COM 683715106 6,334 166,500 SH   SOLE   166,500 0 0
PACKAGING CORP AMER COM 695156109 1,404 12,800 SH   SOLE   12,800 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,533 16,300 SH   SOLE   16,300 0 0
PAYPAL HLDGS INC COM 70450y103 16,602 189,000 SH   SOLE   189,000 0 0
PENN NATL GAMING INC COM 707569109 1,152 35,000 SH   SOLE   35,000 0 0
PEPSICO INC COM 713448108 2,460 22,000 SH   SOLE   22,000 0 0
PETIQ INC COM CL A 71639T106 1,250 31,800 SH   SOLE   31,800 0 0
PFIZER INC COM 717081103 4,495 102,000 SH   SOLE   102,000 0 0
PIONEER NAT RES CO COM 723787107 6,619 38,000 SH   SOLE   38,000 0 0
PLANET FITNESS INC CL A 72703H101 1,443 26,700 SH   SOLE   26,700 0 0
POLYONE CORP COM 73179P106 1,373 31,400 SH   SOLE   31,400 0 0
POOL CORPORATION COM 73278L105 14,852 89,000 SH   SOLE   89,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,675 15,200 SH   SOLE   15,200 0 0
PREMIER INC CL A 74051N102 1,607 35,100 SH   SOLE   35,100 0 0
PRIMERICA INC COM 74164M108 2,194 18,200 SH   SOLE   18,200 0 0
PROASSURANCE CORP COM 74267C106 2,751 58,600 SH   SOLE   58,600 0 0
PROGRESS SOFTWARE CORP COM 743312100 692 19,600 SH   SOLE   19,600 0 0
PROOFPOINT INC COM 743424103 5,189 48,800 SH   SOLE   48,800 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,628 37,900 SH   SOLE   37,900 0 0
QUALYS INC COM 74758T303 811 9,100 SH   SOLE   9,100 0 0
RBC BEARINGS INC COM 75524B104 7,894 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,666 49,900 SH   SOLE   49,900 0 0
REPUBLIC SVCS INC COM 760759100 6,554 90,200 SH   SOLE   90,200 0 0
RLI CORP COM 749607107 11,921 151,700 SH   SOLE   151,700 0 0
ROLLINS INC COM 775711104 41,791 688,600 SH   SOLE   688,600 0 0
ROPER TECHNOLOGIES INC COM 776696106 34,568 116,700 SH   SOLE   116,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,517 38,600 SH   SOLE   38,600 0 0
SALESFORCE COM INC COM 79466L302 37,849 238,000 SH   SOLE   238,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 8,915 55,500 SH   SOLE   55,500 0 0
SCHEIN HENRY INC COM 806407102 21,785 256,200 SH   SOLE   256,200 0 0
SCHLUMBERGER LTD COM 806857108 3,472 57,000 SH   SOLE   57,000 0 0
SCHWAB CHARLES CORP NEW COM 808513105 7,667 156,000 SH   SOLE   156,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,361 41,700 SH   SOLE   41,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 6,905 87,700 SH   SOLE   87,700 0 0
SELECTIVE INS GROUP INC COM 816300107 578 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,461 58,300 SH   SOLE   58,300 0 0
SERVICENOW INC COM 81762P102 15,846 81,000 SH   SOLE   81,000 0 0
SHAKE SHACK INC CL A 819047101 863 13,700 SH   SOLE   13,700 0 0
SHUTTERFLY INC COM 82568P304 962 14,600 SH   SOLE   14,600 0 0
SILGAN HOLDINGS INC COM 827048109 4,798 172,600 SH   SOLE   172,600 0 0
SILICON LABORATORIES INC COM 826919102 789 8,600 SH   SOLE   8,600 0 0
SMITH A O COM 831865209 3,960 74,200 SH   SOLE   74,200 0 0
SNAP ON INC COM 833034101 14,045 76,500 SH   SOLE   76,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 489 13,000 SH   SOLE   13,000 0 0
SOUTH JERSEY INDS INC COM 838518108 4,264 120,900 SH   SOLE   120,900 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 1,747 22,100 SH   SOLE   22,100 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 550 6,000 SH   SOLE   6,000 0 0
STAMPS COM INC COM NEW 852857200 6,515 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 6,821 120,000 SH   SOLE   120,000 0 0
STIFEL FINL CORP COM 860630102 6,413 125,100 SH   SOLE   125,100 0 0
SYNNEX CORP COM 87162W100 3,286 38,800 SH   SOLE   38,800 0 0
SYNOPSYS INC COM 871607107 3,067 31,100 SH   SOLE   31,100 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 1,179 16,600 SH   SOLE   16,600 0 0
TECH DATA CORP COM 878237106 1,632 22,800 SH   SOLE   22,800 0 0
TELADOC HEALTH INC COM 87918A105 1,554 18,000 SH   SOLE   18,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 55,972 226,900 SH   SOLE   226,900 0 0
TELEFLEX INC COM 879369106 985 3,700 SH   SOLE   3,700 0 0
TESARO INC COM 881569107 20,285 520,000 SH   SOLE   520,000 0 0
TEXAS ROADHOUSE INC COM 882681109 1,829 26,400 SH   SOLE   26,400 0 0
THE TRADE DESK INC COM CL A 88339J105 2,716 18,000 SH   SOLE   18,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 9,592 39,300 SH   SOLE   39,300 0 0
TJX COS INC NEW COM 872540109 30,245 270,000 SH   SOLE   270,000 0 0
TOPBUILD CORP COM 89055F103 631 11,100 SH   SOLE   11,100 0 0
TORCHMARK CORP COM 891027104 2,072 23,900 SH   SOLE   23,900 0 0
TORO CO COM 891092108 37,955 632,900 SH   SOLE   632,900 0 0
TOTAL SYS SVCS INC COM 891906109 2,390 24,200 SH   SOLE   24,200 0 0
TRANSDIGM GROUP INC COM 893641100 16,307 43,800 SH   SOLE   43,800 0 0
TREX CO INC COM 89531P105 2,463 32,000 SH   SOLE   32,000 0 0
TRINET GROUP INC COM 896288107 1,464 26,000 SH   SOLE   26,000 0 0
TURTLE BEACH CORP COM NEW 900450206 971 48,700 SH   SOLE   48,700 0 0
TYLER TECHNOLOGIES INC COM 902252105 28,686 117,058 SH   SOLE   117,058 0 0
U S CONCRETE INC COM NEW 90333L201 1,334 29,100 SH   SOLE   29,100 0 0
U S PHYSICAL THERAPY INC COM 90337L108 5,254 44,300 SH   SOLE   44,300 0 0
ULTA BEAUTY INC COM 90384S303 11,003 39,000 SH   SOLE   39,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 35,924 111,500 SH   SOLE   111,500 0 0
UNION PAC CORP COM 907818108 5,829 35,800 SH   SOLE   35,800 0 0
VAIL RESORTS INC COM 91879Q109 8,233 30,000 SH   SOLE   30,000 0 0
VALMONT INDS INC COM 920253101 1,911 13,800 SH   SOLE   13,800 0 0
VERISK ANALYTICS INC COM 92345Y106 627 5,200 SH   SOLE   5,200 0 0
VERTEX PHARMACEUTICALS INC COM 92532f100 18,310 95,000 SH   SOLE   95,000 0 0
VISA INC COM CL A 92826C839 30,168 201,000 SH   SOLE   201,000 0 0
WALKER & DUNLOP INC COM 93148P102 730 13,800 SH   SOLE   13,800 0 0
WASTE CONNECTIONS INC COM 94106B101 39,759 498,425 SH   SOLE   498,425 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 672 8,100 SH   SOLE   8,100 0 0
WELLS FARGO GLOBAL DIVIDEND COM 94987C103 66 12,500 SH   SOLE   12,500 0 0
WEX INC COM 96208T104 17,727 88,300 SH   SOLE   88,300 0 0
WOODWARD INC COM 980745103 8,248 102,000 SH   SOLE   102,000 0 0
XPO LOGISTICS INC COM 983793100 457 4,000 SH   SOLE   4,000 0 0
ZENDESK INC COM 98936J101 16,479 232,100 SH   SOLE   232,100 0 0
ZOETIS INC CL A 98978V103 3,754 41,000 SH   SOLE   41,000 0 0