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 5,435 118,300 SH   SOLE   118,300 0 0
ABM INDS INC COM 000957100 1,199 33,000 SH   SOLE   33,000 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 4,329 66,200 SH   SOLE   66,200 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 36,989 192,300 SH   SOLE   192,300 0 0
ACI WORLDWIDE INC COM 004498101 2,484 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 19,845 375,000 SH   SOLE   375,000 0 0
ADOBE INC COM 00724F101 18,619 67,400 SH   SOLE   67,400 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,018 12,200 SH   SOLE   12,200 0 0
AIR PRODS & CHEMS INC COM 009158106 1,553 7,000 SH   SOLE   7,000 0 0
ALARM COM HLDGS INC COM 011642105 1,707 36,600 SH   SOLE   36,600 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 26,659 272,200 SH   SOLE   272,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 16,221 97,000 SH   SOLE   97,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,345 6,700 SH   SOLE   6,700 0 0
ALPHABET INC CAP STK CL A 02079K305 24,423 20,000 SH   SOLE   20,000 0 0
AMAZON COM INC COM 023135106 36,454 21,000 SH   SOLE   21,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 15,282 141,700 SH   SOLE   141,700 0 0
AMERICAN TOWER CORP NEW COM 03027X100 22,423 101,400 SH   SOLE   101,400 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 747 8,400 SH   SOLE   8,400 0 0
AMETEK INC NEW COM 031100100 30,792 335,350 SH   SOLE   335,350 0 0
AMPHENOL CORP NEW CL A 032095101 18,875 195,600 SH   SOLE   195,600 0 0
ANAPLAN INC COM 03272L108 2,345 49,900 SH   SOLE   49,900 0 0
ANSYS INC COM 03662Q105 51,356 232,000 SH   SOLE   232,000 0 0
AON PLC SHS CL A G0408V102 7,665 39,600 SH   SOLE   39,600 0 0
APPLE INC COM 037833100 7,615 34,000 SH   SOLE   34,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,323 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 22,411 189,200 SH   SOLE   189,200 0 0
ARCH CAP GROUP LTD ORD G0450A105 23,735 565,400 SH   SOLE   565,400 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,210 21,600 SH   SOLE   21,600 0 0
ASGN INC COM 00191U102 893 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 21,437 132,800 SH   SOLE   132,800 0 0
AUTOZONE INC COM 053332102 21,150 19,500 SH   SOLE   19,500 0 0
AVANOS MED INC COM 05350V106 656 17,500 SH   SOLE   17,500 0 0
AZZ INC COM 002474104 3,027 69,500 SH   SOLE   69,500 0 0
B & G FOODS INC NEW COM 05508R106 596 31,500 SH   SOLE   31,500 0 0
BALCHEM CORP COM 057665200 2,242 22,600 SH   SOLE   22,600 0 0
BALL CORP COM 058498106 33,318 457,600 SH   SOLE   457,600 0 0
BANK AMER CORP COM 060505104 4,521 155,000 SH   SOLE   155,000 0 0
BECTON DICKINSON & CO COM 075887109 7,773 30,730 SH   SOLE   30,730 0 0
BERKLEY W R CORP COM 084423102 6,140 85,000 SH   SOLE   85,000 0 0
BIO RAD LABS INC CL A 090572207 4,525 13,600 SH   SOLE   13,600 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 9,178 220,000 SH   SOLE   220,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 13,480 200,000 SH   SOLE   200,000 0 0
BLACKBAUD INC COM 09227Q100 1,427 15,800 SH   SOLE   15,800 0 0
BLACKROCK INC COM 09247X101 3,119 7,000 SH   SOLE   7,000 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 7,814 160,000 SH   SOLE   160,000 0 0
BOOKING HLDGS INC COM 09857L108 4,318 2,200 SH   SOLE   2,200 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 4,462 88,000 SH   SOLE   88,000 0 0
BROADCOM INC COM 11135F101 13,417 48,600 SH   SOLE   48,600 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,686 45,700 SH   SOLE   45,700 0 0
BROOKS AUTOMATION INC COM 114340102 463 12,500 SH   SOLE   12,500 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 446 3,160 SH   SOLE   3,160 0 0
CACI INTL INC CL A 127190304 1,226 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 23,828 360,600 SH   SOLE   360,600 0 0
CALAVO GROWERS INC COM 128246105 5,311 55,800 SH   SOLE   55,800 0 0
CANADIAN NATL RY CO COM 136375102 16,651 185,300 SH   SOLE   185,300 0 0
CANTEL MEDICAL CORP COM 138098108 1,982 26,500 SH   SOLE   26,500 0 0
CARLISLE COS INC COM 142339100 15,427 106,000 SH   SOLE   106,000 0 0
CASEYS GEN STORES INC COM 147528103 4,754 29,500 SH   SOLE   29,500 0 0
CAVCO INDS INC DEL COM 149568107 3,823 19,900 SH   SOLE   19,900 0 0
CGI INC CL A SUB VTG 12532H104 9,869 124,700 SH   SOLE   124,700 0 0
CHEESECAKE FACTORY INC COM 163072101 1,663 39,900 SH   SOLE   39,900 0 0
CHEMED CORP NEW COM 16359R103 34,199 81,900 SH   SOLE   81,900 0 0
CHILDRENS PL INC COM 168905107 485 6,300 SH   SOLE   6,300 0 0
CHUBB LIMITED COM H1467J104 6,587 40,800 SH   SOLE   40,800 0 0
CHURCH & DWIGHT INC COM 171340102 38,350 509,700 SH   SOLE   509,700 0 0
CHURCHILL DOWNS INC COM 171484108 12,420 100,600 SH   SOLE   100,600 0 0
CINTAS CORP COM 172908105 12,735 47,500 SH   SOLE   47,500 0 0
CISCO SYS INC COM 17275R102 3,360 68,000 SH   SOLE   68,000 0 0
CITIGROUP INC COM NEW 172967424 2,418 35,000 SH   SOLE   35,000 0 0
COHERENT INC COM 192479103 538 3,500 SH   SOLE   3,500 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 2,568 26,500 SH   SOLE   26,500 0 0
COMCAST CORP NEW CL A 20030N101 3,606 80,000 SH   SOLE   80,000 0 0
COMFORT SYS USA INC COM 199908104 1,982 44,800 SH   SOLE   44,800 0 0
CONMED CORP COM 207410101 962 10,000 SH   SOLE   10,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 10,779 52,000 SH   SOLE   52,000 0 0
COOPER COS INC COM NEW 216648402 7,336 24,700 SH   SOLE   24,700 0 0
COSTAR GROUP INC COM 22160N109 5,813 9,800 SH   SOLE   9,800 0 0
COSTCO WHSL CORP NEW COM 22160K105 22,300 77,400 SH   SOLE   77,400 0 0
COUPA SOFTWARE INC COM 22266L106 1,879 14,500 SH   SOLE   14,500 0 0
COVETRUS INC COM 22304C100 561 47,219 SH   SOLE   47,219 0 0
CROCS INC COM 227046109 1,990 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 8,513 146,000 SH   SOLE   146,000 0 0
CROWN HOLDINGS INC COM 228368106 1,486 22,500 SH   SOLE   22,500 0 0
DANAHER CORPORATION COM 235851102 42,549 294,600 SH   SOLE   294,600 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,320 33,900 SH   SOLE   33,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,917 68,000 SH   SOLE   68,000 0 0
DENTSPLY SIRONA INC COM 24906P109 570 10,700 SH   SOLE   10,700 0 0
DEXCOM INC COM 252131107 10,895 73,000 SH   SOLE   73,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 12,228 136,000 SH   SOLE   136,000 0 0
DINE BRANDS GLOBAL INC COM 254423106 1,191 15,700 SH   SOLE   15,700 0 0
DISNEY WALT CO COM DISNEY 254687106 6,516 50,000 SH   SOLE   50,000 0 0
DOLLAR GEN CORP NEW COM 256677105 2,702 17,000 SH   SOLE   17,000 0 0
DOMINOS PIZZA INC COM 25754A201 10,640 43,500 SH   SOLE   43,500 0 0
DOMO INC COM CL B 257554105 507 31,700 SH   SOLE   31,700 0 0
DYCOM INDS INC COM 267475101 1,884 36,900 SH   SOLE   36,900 0 0
ECOLAB INC COM 278865100 36,162 182,600 SH   SOLE   182,600 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,556 48,000 SH   SOLE   48,000 0 0
EHEALTH INC COM 28238P109 1,423 21,300 SH   SOLE   21,300 0 0
EL PASO ELEC CO COM NEW 283677854 2,992 44,600 SH   SOLE   44,600 0 0
ELECTRONIC ARTS INC COM 285512109 4,304 44,000 SH   SOLE   44,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 519 8,200 SH   SOLE   8,200 0 0
ENERSYS COM 29275Y102 5,651 85,700 SH   SOLE   85,700 0 0
ENOVA INTL INC COM 29357K103 720 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 3,062 44,600 SH   SOLE   44,600 0 0
ENSIGN GROUP INC COM 29358P101 1,736 36,600 SH   SOLE   36,600 0 0
EPAM SYS INC COM 29414B104 4,339 23,800 SH   SOLE   23,800 0 0
EPLUS INC COM 294268107 7,145 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 2,884 20,500 SH   SOLE   20,500 0 0
EQUINIX INC COM 29444U700 6,518 11,300 SH   SOLE   11,300 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 10,100 75,600 SH   SOLE   75,600 0 0
EVERBRIDGE INC COM 29978A104 3,345 54,200 SH   SOLE   54,200 0 0
EXACT SCIENCES CORP COM 30063P105 13,872 153,501 SH   SOLE   153,501 0 0
EXELIXIS INC COM 30161Q104 19,896 1,125,000 SH   SOLE   1,125,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 4,406 65,800 SH   SOLE   65,800 0 0
EXPONENT INC COM 30214U102 13,505 193,200 SH   SOLE   193,200 0 0
F M C CORP COM NEW 302491303 3,042 34,700 SH   SOLE   34,700 0 0
FACEBOOK INC CL A 30303M102 25,822 145,000 SH   SOLE   145,000 0 0
FAIR ISAAC CORP COM 303250104 21,307 70,200 SH   SOLE   70,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 15,797 118,987 SH   SOLE   118,987 0 0
FIRST FINL BANKSHARES COM 32020R109 6,883 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 45,517 439,400 SH   SOLE   439,400 0 0
FIVE9 INC COM 338307101 4,509 83,900 SH   SOLE   83,900 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 1,505 39,700 SH   SOLE   39,700 0 0
FTI CONSULTING INC COM 302941109 3,837 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 13,641 95,400 SH   SOLE   95,400 0 0
GATX CORP COM 361448103 892 11,500 SH   SOLE   11,500 0 0
GLOBAL PMTS INC COM 37940X102 5,706 35,887 SH   SOLE   35,887 0 0
GLOBE LIFE INC COM 37959E102 2,289 23,900 SH   SOLE   23,900 0 0
GODADDY INC CL A 380237107 3,233 49,000 SH   SOLE   49,000 0 0
GRACO INC COM 384109104 594 12,900 SH   SOLE   12,900 0 0
GREEN DOT CORP CL A 39304D102 831 32,900 SH   SOLE   32,900 0 0
GRUBHUB INC COM 400110102 15,739 280,000 SH   SOLE   280,000 0 0
HEALTHCARE SVCS GRP INC COM 421906108 5,242 215,800 SH   SOLE   215,800 0 0
HEICO CORP NEW COM 422806109 56,308 450,899 SH   SOLE   450,899 0 0
HELEN OF TROY CORP LTD COM G4388N106 3,626 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 14,655 100,400 SH   SOLE   100,400 0 0
HENRY SCHEIN INC COM 806407102 13,754 216,600 SH   SOLE   216,600 0 0
HILTON GRAND VACATIONS INC COM 43283X105 573 17,900 SH   SOLE   17,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,304 14,000 SH   SOLE   14,000 0 0
HOME DEPOT INC COM 437076102 3,712 16,000 SH   SOLE   16,000 0 0
HORMEL FOODS CORP COM 440452100 1,907 43,600 SH   SOLE   43,600 0 0
HUNT J B TRANS SVCS INC COM 445658107 5,499 49,700 SH   SOLE   49,700 0 0
ICU MED INC COM 44930G107 4,612 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167R104 13,725 83,750 SH   SOLE   83,750 0 0
IDEXX LABS INC COM 45168D104 47,370 174,200 SH   SOLE   174,200 0 0
IHS MARKIT LTD SHS G47567105 13,313 199,054 SH   SOLE   199,054 0 0
ILLUMINA INC COM 452327109 9,066 29,800 SH   SOLE   29,800 0 0
INGEVITY CORP COM 45688C107 1,366 16,100 SH   SOLE   16,100 0 0
INPHI CORP COM 45772F107 2,607 42,700 SH   SOLE   42,700 0 0
INSPERITY INC COM 45778Q107 2,091 21,200 SH   SOLE   21,200 0 0
INSTRUCTURE INC COM 45781U103 837 21,600 SH   SOLE   21,600 0 0
INSULET CORP COM 45784P101 2,012 12,200 SH   SOLE   12,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 13,073 197,000 SH   SOLE   197,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,317 79,300 SH   SOLE   79,300 0 0
INTUIT COM 461202103 14,148 53,200 SH   SOLE   53,200 0 0
IQVIA HLDGS INC COM 46266C105 5,901 39,500 SH   SOLE   39,500 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,497 20,200 SH   SOLE   20,200 0 0
J & J SNACK FOODS CORP COM 466032109 25,440 132,500 SH   SOLE   132,500 0 0
J2 GLOBAL INC COM 48123V102 3,569 39,300 SH   SOLE   39,300 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,859 18,700 SH   SOLE   18,700 0 0
JPMORGAN CHASE & CO COM 46625H100 4,237 36,000 SH   SOLE   36,000 0 0
KADANT INC COM 48282T104 1,203 13,700 SH   SOLE   13,700 0 0
KAMAN CORP COM 483548103 696 11,700 SH   SOLE   11,700 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,867 19,200 SH   SOLE   19,200 0 0
KORN FERRY COM NEW 500643200 452 11,700 SH   SOLE   11,700 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,860 18,500 SH   SOLE   18,500 0 0
LANCASTER COLONY CORP COM 513847103 776 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 3,805 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 9,550 48,000 SH   SOLE   48,000 0 0
LCI INDS COM 50189K103 3,362 36,600 SH   SOLE   36,600 0 0
LENDINGTREE INC NEW COM 52603B107 6,457 20,800 SH   SOLE   20,800 0 0
LENNAR CORP CL A 526057104 5,027 90,000 SH   SOLE   90,000 0 0
LENNOX INTL INC COM 526107107 23,762 97,800 SH   SOLE   97,800 0 0
LHC GROUP INC COM 50187A107 920 8,100 SH   SOLE   8,100 0 0
LINCOLN ELEC HLDGS INC COM 533900106 3,037 35,000 SH   SOLE   35,000 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 5,689 615,000 SH   SOLE   615,000 0 0
LITTELFUSE INC COM 537008104 1,631 9,200 SH   SOLE   9,200 0 0
LIVEPERSON INC COM 538146101 889 24,900 SH   SOLE   24,900 0 0
LULULEMON ATHLETICA INC COM 550021109 3,851 20,000 SH   SOLE   20,000 0 0
LYFT INC CL A COM 55087P104 8,168 200,000 SH   SOLE   200,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 786 2,400 SH   SOLE   2,400 0 0
MASTERCARD INC CL A 57636Q104 35,549 130,900 SH   SOLE   130,900 0 0
MAXIMUS INC COM 577933104 3,701 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,581 48,500 SH   SOLE   48,500 0 0
MEDIFAST INC COM 58470H101 1,896 18,300 SH   SOLE   18,300 0 0
MEDPACE HLDGS INC COM 58506Q109 555 6,600 SH   SOLE   6,600 0 0
MERCURY SYS INC COM 589378108 4,083 50,300 SH   SOLE   50,300 0 0
MERIT MED SYS INC COM 589889104 829 27,200 SH   SOLE   27,200 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 48,392 68,700 SH   SOLE   68,700 0 0
MICRON TECHNOLOGY INC COM 595112103 4,285 100,000 SH   SOLE   100,000 0 0
MIDDLEBY CORP COM 596278101 1,052 9,000 SH   SOLE   9,000 0 0
MIMECAST LTD ORD SHS G14838109 310 8,700 SH   SOLE   8,700 0 0
MONRO INC COM 610236101 7,103 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,045 12,000 SH   SOLE   12,000 0 0
MOVADO GROUP INC COM 624580106 731 29,400 SH   SOLE   29,400 0 0
NEOGEN CORP COM 640491106 3,410 50,066 SH   SOLE   50,066 0 0
NETFLIX INC COM 64110L106 16,325 61,000 SH   SOLE   61,000 0 0
NEW RELIC INC COM 64829B100 1,542 25,100 SH   SOLE   25,100 0 0
NIKE INC CL B 654106103 3,005 32,000 SH   SOLE   32,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 18,927 50,500 SH   SOLE   50,500 0 0
NVIDIA CORP COM 67066G104 12,011 69,000 SH   SOLE   69,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 18,690 46,900 SH   SOLE   46,900 0 0
OMNICELL INC COM 68213N109 3,006 41,600 SH   SOLE   41,600 0 0
OPEN TEXT CORP COM 683715106 6,795 166,500 SH   SOLE   166,500 0 0
PALO ALTO NETWORKS INC COM 697435105 2,589 12,700 SH   SOLE   12,700 0 0
PAYCOM SOFTWARE INC COM 70432V102 5,028 24,000 SH   SOLE   24,000 0 0
PAYPAL HLDGS INC COM 70450Y103 16,989 164,000 SH   SOLE   164,000 0 0
PENN NATL GAMING INC COM 707569109 548 29,400 SH   SOLE   29,400 0 0
PEPSICO INC COM 713448108 3,016 22,000 SH   SOLE   22,000 0 0
PETIQ INC COM CL A 71639T106 1,186 43,500 SH   SOLE   43,500 0 0
PGT INNOVATIONS INC COM 69336V101 922 53,400 SH   SOLE   53,400 0 0
PIONEER NAT RES CO COM 723787107 7,924 63,000 SH   SOLE   63,000 0 0
PLANET FITNESS INC CL A 72703H101 1,545 26,700 SH   SOLE   26,700 0 0
PLAYAGS INC COM 72814N104 311 30,300 SH   SOLE   30,300 0 0
POOL CORPORATION COM 73278L105 22,348 110,800 SH   SOLE   110,800 0 0
PRIMERICA INC COM 74164M108 2,316 18,200 SH   SOLE   18,200 0 0
PROASSURANCE CORP COM 74267C106 2,360 58,600 SH   SOLE   58,600 0 0
PROGRESS SOFTWARE CORP COM 743312100 2,093 55,000 SH   SOLE   55,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,886 76,200 SH   SOLE   76,200 0 0
PROOFPOINT INC COM 743424103 4,633 35,900 SH   SOLE   35,900 0 0
PROPETRO HLDG CORP COM 74347M108 752 82,700 SH   SOLE   82,700 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,677 37,900 SH   SOLE   37,900 0 0
QUAKER CHEM CORP COM 747316107 4,191 26,500 SH   SOLE   26,500 0 0
QUALYS INC COM 74758T303 2,305 30,500 SH   SOLE   30,500 0 0
RAPID7 INC COM 753422104 1,879 41,400 SH   SOLE   41,400 0 0
RBC BEARINGS INC COM 75524B104 8,710 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 9,653 49,900 SH   SOLE   49,900 0 0
REPUBLIC SVCS INC COM 760759100 15,622 180,500 SH   SOLE   180,500 0 0
RINGCENTRAL INC CL A 76680R206 5,579 44,400 SH   SOLE   44,400 0 0
RLI CORP COM 749607107 14,094 151,700 SH   SOLE   151,700 0 0
ROGERS CORP COM 775133101 1,271 9,300 SH   SOLE   9,300 0 0
ROLLINS INC COM 775711104 31,559 926,300 SH   SOLE   926,300 0 0
ROPER TECHNOLOGIES INC COM 776696106 47,677 133,700 SH   SOLE   133,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,489 38,600 SH   SOLE   38,600 0 0
SALESFORCE COM INC COM 79466L302 36,516 246,000 SH   SOLE   246,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 13,311 55,200 SH   SOLE   55,200 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,642 41,700 SH   SOLE   41,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 6,669 65,500 SH   SOLE   65,500 0 0
SELECTIVE INS GROUP INC COM 816300107 684 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,002 58,300 SH   SOLE   58,300 0 0
SERVICENOW INC COM 81762P102 32,518 128,100 SH   SOLE   128,100 0 0
SHAKE SHACK INC CL A 819047101 1,098 11,200 SH   SOLE   11,200 0 0
SILGAN HOLDINGS INC COM 827048109 5,184 172,600 SH   SOLE   172,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 629 8,500 SH   SOLE   8,500 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 8,187 345,000 SH   SOLE   345,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,210 26,400 SH   SOLE   26,400 0 0
SOUTH JERSEY INDS INC COM 838518108 2,988 90,800 SH   SOLE   90,800 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 493 6,000 SH   SOLE   6,000 0 0
SPLUNK INC COM 848637104 17,208 146,000 SH   SOLE   146,000 0 0
SPS COMMERCE INC COM 78463M107 4,641 98,600 SH   SOLE   98,600 0 0
STAMPS COM INC COM NEW 852857200 2,144 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 3,802 43,000 SH   SOLE   43,000 0 0
STIFEL FINL CORP COM 860630102 7,178 125,100 SH   SOLE   125,100 0 0
STITCH FIX INC COM CL A 860897107 1,117 58,000 SH   SOLE   58,000 0 0
SYNNEX CORP COM 87162W100 3,218 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 9,141 66,600 SH   SOLE   66,600 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 1,054 24,900 SH   SOLE   24,900 0 0
TECH DATA CORP COM 878237106 5,004 48,000 SH   SOLE   48,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 73,027 226,800 SH   SOLE   226,800 0 0
TELEFLEX INC COM 879369106 2,684 7,900 SH   SOLE   7,900 0 0
TEXAS ROADHOUSE INC COM 882681109 1,040 19,800 SH   SOLE   19,800 0 0
THE TRADE DESK INC COM CL A 88339J105 3,188 17,000 SH   SOLE   17,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 32,214 110,600 SH   SOLE   110,600 0 0
TJX COS INC NEW COM 872540109 28,238 506,600 SH   SOLE   506,600 0 0
TOPBUILD CORP COM 89055F103 1,967 20,400 SH   SOLE   20,400 0 0
TORO CO COM 891092108 45,028 614,300 SH   SOLE   614,300 0 0
TRANSDIGM GROUP INC COM 893641100 40,612 78,000 SH   SOLE   78,000 0 0
TREX CO INC COM 89531P105 2,910 32,000 SH   SOLE   32,000 0 0
TRINET GROUP INC COM 896288107 1,617 26,000 SH   SOLE   26,000 0 0
TURTLE BEACH CORP COM NEW 900450206 749 64,200 SH   SOLE   64,200 0 0
TWILIO INC CL A 90138F102 7,807 71,000 SH   SOLE   71,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 17,036 64,900 SH   SOLE   64,900 0 0
U S CONCRETE INC COM NEW 90333L201 2,366 42,800 SH   SOLE   42,800 0 0
U S PHYSICAL THERAPY INC COM 90337L108 10,052 77,000 SH   SOLE   77,000 0 0
ULTA BEAUTY INC COM 90384S303 6,266 25,000 SH   SOLE   25,000 0 0
UNION PACIFIC CORP COM 907818108 26,257 162,100 SH   SOLE   162,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,868 17,800 SH   SOLE   17,800 0 0
VAIL RESORTS INC COM 91879Q109 9,785 43,000 SH   SOLE   43,000 0 0
VALMONT INDS INC COM 920253101 1,910 13,800 SH   SOLE   13,800 0 0
VEEVA SYS INC CL A COM 922475108 1,130 7,400 SH   SOLE   7,400 0 0
VERINT SYS INC COM 92343X100 1,630 38,100 SH   SOLE   38,100 0 0
VERISIGN INC COM 92343E102 6,017 31,900 SH   SOLE   31,900 0 0
VERISK ANALYTICS INC COM 92345Y106 5,693 36,000 SH   SOLE   36,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 11,690 69,000 SH   SOLE   69,000 0 0
VISA INC COM CL A 92826C839 23,737 138,000 SH   SOLE   138,000 0 0
VISTEON CORP COM NEW 92839U206 1,362 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 1,896 33,900 SH   SOLE   33,900 0 0
WASTE CONNECTIONS INC COM 94106B101 52,544 571,125 SH   SOLE   571,125 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 3,871 41,300 SH   SOLE   41,300 0 0
WEX INC COM 96208T104 13,337 66,000 SH   SOLE   66,000 0 0
WINGSTOP INC COM 974155103 1,850 21,200 SH   SOLE   21,200 0 0
WOODWARD INC COM 980745103 10,999 102,000 SH   SOLE   102,000 0 0
WORKIVA INC COM CL A 98139A105 3,349 76,400 SH   SOLE   76,400 0 0
YEXT INC COM 98585N106 1,359 85,500 SH   SOLE   85,500 0 0
ZENDESK INC COM 98936J101 13,118 180,000 SH   SOLE   180,000 0 0
ZOETIS INC CL A 98978V103 4,610 37,000 SH   SOLE   37,000 0 0