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 5,845 118,300 SH   SOLE   118,300 0 0
ABM INDS INC COM 000957100 1,244 33,000 SH   SOLE   33,000 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 4,489 66,200 SH   SOLE   66,200 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 40,493 192,300 SH   SOLE   192,300 0 0
ACI WORLDWIDE INC COM 004498101 3,004 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 20,203 340,000 SH   SOLE   340,000 0 0
ADOBE INC COM 00724F101 21,899 66,400 SH   SOLE   66,400 0 0
AIR PRODS & CHEMS INC COM 009158106 1,645 7,000 SH   SOLE   7,000 0 0
ALARM COM HLDGS INC COM 011642105 1,573 36,600 SH   SOLE   36,600 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 26,194 242,200 SH   SOLE   242,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,392 82,000 SH   SOLE   82,000 0 0
ALLEGHANY CORP DEL COM 017175100 5,357 6,700 SH   SOLE   6,700 0 0
ALPHABET INC CAP STK CL A 02079K305 21,698 16,200 SH   SOLE   16,200 0 0
AMAZON COM INC COM 023135106 37,142 20,100 SH   SOLE   20,100 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 20,065 182,992 SH   SOLE   182,992 0 0
AMERICAN TOWER CORP NEW COM 03027X100 22,729 98,900 SH   SOLE   98,900 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 878 8,400 SH   SOLE   8,400 0 0
AMETEK INC NEW COM 031100100 33,448 335,350 SH   SOLE   335,350 0 0
AMPHENOL CORP NEW CL A 032095101 18,356 169,600 SH   SOLE   169,600 0 0
ANAPLAN INC COM 03272L108 4,884 93,200 SH   SOLE   93,200 0 0
ANSYS INC COM 03662Q105 64,275 249,700 SH   SOLE   249,700 0 0
AON PLC SHS CL A G0408V102 11,185 53,700 SH   SOLE   53,700 0 0
APPLE INC COM 037833100 9,103 31,000 SH   SOLE   31,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,554 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 22,338 193,200 SH   SOLE   193,200 0 0
ARCH CAP GROUP LTD ORD G0450A105 30,645 714,500 SH   SOLE   714,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,448 21,900 SH   SOLE   21,900 0 0
ASGN INC COM 00191U102 1,008 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 26,393 154,800 SH   SOLE   154,800 0 0
AUTOZONE INC COM 053332102 23,231 19,500 SH   SOLE   19,500 0 0
AVANOS MED INC COM 05350V106 590 17,500 SH   SOLE   17,500 0 0
AZZ INC COM 002474104 3,194 69,500 SH   SOLE   69,500 0 0
B & G FOODS INC NEW COM 05508R106 188 10,500 SH   SOLE   10,500 0 0
BALCHEM CORP COM 057665200 2,297 22,600 SH   SOLE   22,600 0 0
BALL CORP COM 058498106 30,175 466,600 SH   SOLE   466,600 0 0
BANK AMER CORP COM 060505104 4,931 140,000 SH   SOLE   140,000 0 0
BERKLEY W R CORP COM 084423102 15,844 229,292 SH   SOLE   229,292 0 0
BIO RAD LABS INC CL A 090572207 5,032 13,600 SH   SOLE   13,600 0 0
BIOGEN INC COM 09062X103 7,418 25,000 SH   SOLE   25,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 14,154 260,000 SH   SOLE   260,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 16,656 197,000 SH   SOLE   197,000 0 0
BLACKBAUD INC COM 09227Q100 1,258 15,800 SH   SOLE   15,800 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 8,111 145,000 SH   SOLE   145,000 0 0
BOOKING HLDGS INC COM 09857L108 4,518 2,200 SH   SOLE   2,200 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 5,456 85,000 SH   SOLE   85,000 0 0
BROADCOM INC COM 11135F101 15,201 48,100 SH   SOLE   48,100 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,646 45,700 SH   SOLE   45,700 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 456 3,160 SH   SOLE   3,160 0 0
CACI INTL INC CL A 127190304 1,325 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 25,011 360,600 SH   SOLE   360,600 0 0
CALAVO GROWERS INC COM 128246105 5,363 59,200 SH   SOLE   59,200 0 0
CANADIAN NATL RY CO COM 136375102 16,760 185,300 SH   SOLE   185,300 0 0
CANTEL MEDICAL CORP COM 138098108 1,879 26,500 SH   SOLE   26,500 0 0
CARLISLE COS INC COM 142339100 18,790 116,100 SH   SOLE   116,100 0 0
CASEYS GEN STORES INC COM 147528103 4,690 29,500 SH   SOLE   29,500 0 0
CAVCO INDS INC DEL COM 149568107 3,966 20,300 SH   SOLE   20,300 0 0
CGI INC CL A SUB VTG 12532H104 11,410 136,300 SH   SOLE   136,300 0 0
CHEMED CORP NEW COM 16359R103 38,962 88,700 SH   SOLE   88,700 0 0
CHUBB LIMITED COM H1467J104 6,351 40,800 SH   SOLE   40,800 0 0
CHURCH & DWIGHT INC COM 171340102 39,334 559,200 SH   SOLE   559,200 0 0
CHURCHILL DOWNS INC COM 171484108 16,029 116,831 SH   SOLE   116,831 0 0
CINTAS CORP COM 172908105 18,486 68,700 SH   SOLE   68,700 0 0
COHERENT INC COM 192479103 582 3,500 SH   SOLE   3,500 0 0
COMCAST CORP NEW CL A 20030N101 3,058 68,000 SH   SOLE   68,000 0 0
CONMED CORP COM 207410101 1,812 16,200 SH   SOLE   16,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 8,729 46,000 SH   SOLE   46,000 0 0
COOPER COS INC COM NEW 216648402 7,936 24,700 SH   SOLE   24,700 0 0
COPART INC COM 217204106 4,411 48,500 SH   SOLE   48,500 0 0
COSTAR GROUP INC COM 22160N109 6,162 10,300 SH   SOLE   10,300 0 0
COSTCO WHSL CORP NEW COM 22160K105 22,749 77,400 SH   SOLE   77,400 0 0
COUPA SOFTWARE INC COM 22266L106 2,267 15,500 SH   SOLE   15,500 0 0
CROCS INC COM 227046109 3,004 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 9,076 182,000 SH   SOLE   182,000 0 0
CROWN HOLDINGS INC COM 228368106 1,632 22,500 SH   SOLE   22,500 0 0
DANAHER CORPORATION COM 235851102 46,428 302,500 SH   SOLE   302,500 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 759 18,900 SH   SOLE   18,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,801 65,000 SH   SOLE   65,000 0 0
DENTSPLY SIRONA INC COM 24906P109 606 10,700 SH   SOLE   10,700 0 0
DEXCOM INC COM 252131107 13,999 64,000 SH   SOLE   64,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 10,772 116,000 SH   SOLE   116,000 0 0
DISNEY WALT CO COM DISNEY 254687106 6,508 45,000 SH   SOLE   45,000 0 0
DOLLAR GEN CORP NEW COM 256677105 7,971 51,100 SH   SOLE   51,100 0 0
DOMINOS PIZZA INC COM 25754A201 12,779 43,500 SH   SOLE   43,500 0 0
DYCOM INDS INC COM 267475101 1,740 36,900 SH   SOLE   36,900 0 0
ECOLAB INC COM 278865100 34,121 176,800 SH   SOLE   176,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,498 45,000 SH   SOLE   45,000 0 0
EHEALTH INC COM 28238P109 2,047 21,300 SH   SOLE   21,300 0 0
EL PASO ELEC CO COM NEW 283677854 3,028 44,600 SH   SOLE   44,600 0 0
ELECTRONIC ARTS INC COM 285512109 3,655 34,000 SH   SOLE   34,000 0 0
ENERSYS COM 29275Y102 6,413 85,700 SH   SOLE   85,700 0 0
ENOVA INTL INC COM 29357K103 835 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 2,983 44,600 SH   SOLE   44,600 0 0
ENSIGN GROUP INC COM 29358P101 1,661 36,600 SH   SOLE   36,600 0 0
EPAM SYS INC COM 29414B104 5,325 25,100 SH   SOLE   25,100 0 0
EPLUS INC COM 294268107 7,915 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 2,872 20,500 SH   SOLE   20,500 0 0
EQUINIX INC COM 29444U700 6,596 11,300 SH   SOLE   11,300 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 16,577 235,500 SH   SOLE   235,500 0 0
EVERBRIDGE INC COM 29978A104 4,232 54,200 SH   SOLE   54,200 0 0
EXACT SCIENCES CORP COM 30063P105 16,785 181,501 SH   SOLE   181,501 0 0
EXELIXIS INC COM 30161Q104 17,708 1,005,000 SH   SOLE   1,005,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 4,709 67,800 SH   SOLE   67,800 0 0
EXPONENT INC COM 30214U102 17,204 249,300 SH   SOLE   249,300 0 0
F M C CORP COM NEW 302491303 3,254 32,600 SH   SOLE   32,600 0 0
FACEBOOK INC CL A 30303M102 24,835 121,000 SH   SOLE   121,000 0 0
FAIR ISAAC CORP COM 303250104 27,427 73,200 SH   SOLE   73,200 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 20,862 149,987 SH   SOLE   149,987 0 0
FIRST FINL BANKSHARES COM 32020R109 7,248 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 48,195 416,800 SH   SOLE   416,800 0 0
FIVE9 INC COM 338307101 5,502 83,900 SH   SOLE   83,900 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 1,302 39,700 SH   SOLE   39,700 0 0
FTI CONSULTING INC COM 302941109 4,006 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 15,163 98,400 SH   SOLE   98,400 0 0
GATX CORP COM 361448103 953 11,500 SH   SOLE   11,500 0 0
GLOBAL PMTS INC COM 37940X102 6,552 35,887 SH   SOLE   35,887 0 0
GLOBE LIFE INC COM 37959E102 2,515 23,900 SH   SOLE   23,900 0 0
GODADDY INC CL A 380237107 3,328 49,000 SH   SOLE   49,000 0 0
GRUBHUB INC COM 400110102 10,068 207,000 SH   SOLE   207,000 0 0
HEALTHCARE SVCS GRP INC COM 421906108 4,835 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 58,707 514,299 SH   SOLE   514,299 0 0
HELEN OF TROY CORP LTD COM G4388N106 4,135 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 25,973 178,300 SH   SOLE   178,300 0 0
HENRY SCHEIN INC COM 806407102 7,426 111,300 SH   SOLE   111,300 0 0
HILTON GRAND VACATIONS INC COM 43283X105 616 17,900 SH   SOLE   17,900 0 0
HOME DEPOT INC COM 437076102 3,494 16,000 SH   SOLE   16,000 0 0
HORMEL FOODS CORP COM 440452100 1,967 43,600 SH   SOLE   43,600 0 0
HUNT J B TRANS SVCS INC COM 445658107 3,573 30,600 SH   SOLE   30,600 0 0
ICU MED INC COM 44930G107 5,408 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167R104 13,545 78,750 SH   SOLE   78,750 0 0
IDEXX LABS INC COM 45168D104 41,285 158,100 SH   SOLE   158,100 0 0
IHS MARKIT LTD SHS G47567105 14,999 199,054 SH   SOLE   199,054 0 0
INGEVITY CORP COM 45688C107 1,319 15,100 SH   SOLE   15,100 0 0
INPHI CORP COM 45772F107 3,494 47,200 SH   SOLE   47,200 0 0
INSPERITY INC COM 45778Q107 1,824 21,200 SH   SOLE   21,200 0 0
INSTRUCTURE INC COM 45781U103 1,041 21,600 SH   SOLE   21,600 0 0
INSULET CORP COM 45784P101 2,089 12,200 SH   SOLE   12,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 20,695 167,000 SH   SOLE   167,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,135 98,700 SH   SOLE   98,700 0 0
INTUIT COM 461202103 13,935 53,200 SH   SOLE   53,200 0 0
IQVIA HLDGS INC COM 46266C105 6,103 39,500 SH   SOLE   39,500 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,341 19,700 SH   SOLE   19,700 0 0
J & J SNACK FOODS CORP COM 466032109 26,867 145,800 SH   SOLE   145,800 0 0
J2 GLOBAL INC COM 48123V102 3,683 39,300 SH   SOLE   39,300 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,960 17,400 SH   SOLE   17,400 0 0
JPMORGAN CHASE & CO COM 46625H100 4,600 33,000 SH   SOLE   33,000 0 0
KADANT INC COM 48282T104 1,443 13,700 SH   SOLE   13,700 0 0
KAMAN CORP COM 483548103 1,285 19,500 SH   SOLE   19,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,099 30,200 SH   SOLE   30,200 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,661 18,500 SH   SOLE   18,500 0 0
LANCASTER COLONY CORP COM 513847103 897 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 3,849 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 8,468 41,000 SH   SOLE   41,000 0 0
LCI INDS COM 50189K103 3,921 36,600 SH   SOLE   36,600 0 0
LENDINGTREE INC NEW COM 52603B107 6,312 20,800 SH   SOLE   20,800 0 0
LENNAR CORP CL A 526057104 4,296 77,000 SH   SOLE   77,000 0 0
LENNOX INTL INC COM 526107107 23,860 97,800 SH   SOLE   97,800 0 0
LHC GROUP INC COM 50187A107 1,116 8,100 SH   SOLE   8,100 0 0
LINCOLN ELEC HLDGS INC COM 533900106 948 9,800 SH   SOLE   9,800 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 5,442 510,500 SH   SOLE   510,500 0 0
LITHIA MTRS INC CL A 536797103 1,397 9,500 SH   SOLE   9,500 0 0
LITTELFUSE INC COM 537008104 1,760 9,200 SH   SOLE   9,200 0 0
LIVEPERSON INC COM 538146101 1,077 29,100 SH   SOLE   29,100 0 0
LULULEMON ATHLETICA INC COM 550021109 4,633 20,000 SH   SOLE   20,000 0 0
LYFT INC CL A COM 55087P104 8,604 200,000 SH   SOLE   200,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 910 2,400 SH   SOLE   2,400 0 0
MASTERCARD INC CL A 57636Q104 44,161 147,900 SH   SOLE   147,900 0 0
MAXIMUS INC COM 577933104 3,563 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,383 43,500 SH   SOLE   43,500 0 0
MEDIFAST INC COM 58470H101 1,381 12,600 SH   SOLE   12,600 0 0
MEDPACE HLDGS INC COM 58506Q109 1,168 13,900 SH   SOLE   13,900 0 0
MERCURY SYS INC COM 589378108 3,476 50,300 SH   SOLE   50,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 54,498 68,700 SH   SOLE   68,700 0 0
MICRON TECHNOLOGY INC COM 595112103 4,302 80,000 SH   SOLE   80,000 0 0
MIMECAST LTD ORD SHS G14838109 377 8,700 SH   SOLE   8,700 0 0
MONRO INC COM 610236101 7,030 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 3,078 19,100 SH   SOLE   19,100 0 0
NEOGEN CORP COM 640491106 3,744 57,366 SH   SOLE   57,366 0 0
NETFLIX INC COM 64110L106 18,120 56,000 SH   SOLE   56,000 0 0
NIKE INC CL B 654106103 3,242 32,000 SH   SOLE   32,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 23,115 67,200 SH   SOLE   67,200 0 0
NVIDIA CORP COM 67066G104 14,824 63,000 SH   SOLE   63,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 25,507 58,200 SH   SOLE   58,200 0 0
OMNICELL INC COM 68213N109 3,400 41,600 SH   SOLE   41,600 0 0
OPEN TEXT CORP COM 683715106 7,117 161,500 SH   SOLE   161,500 0 0
PALO ALTO NETWORKS INC COM 697435105 2,937 12,700 SH   SOLE   12,700 0 0
PAYCOM SOFTWARE INC COM 70432V102 6,487 24,500 SH   SOLE   24,500 0 0
PAYPAL HLDGS INC COM 70450Y103 17,415 161,000 SH   SOLE   161,000 0 0
PENN NATL GAMING INC COM 707569109 751 29,400 SH   SOLE   29,400 0 0
PENNANT GROUP INC COM 70805E109 605 18,300 SH   SOLE   18,300 0 0
PEPSICO INC COM 713448108 3,007 22,000 SH   SOLE   22,000 0 0
PETIQ INC COM CL A 71639T106 839 33,500 SH   SOLE   33,500 0 0
PGT INNOVATIONS INC COM 69336V101 796 53,400 SH   SOLE   53,400 0 0
PIONEER NAT RES CO COM 723787107 7,417 49,000 SH   SOLE   49,000 0 0
PLANET FITNESS INC CL A 72703H101 1,994 26,700 SH   SOLE   26,700 0 0
PLAYAGS INC COM 72814N104 368 30,300 SH   SOLE   30,300 0 0
POOL CORPORATION COM 73278L105 23,808 112,100 SH   SOLE   112,100 0 0
PRIMERICA INC COM 74164M108 2,376 18,200 SH   SOLE   18,200 0 0
PROASSURANCE CORP COM 74267C106 2,118 58,600 SH   SOLE   58,600 0 0
PROGRESS SOFTWARE CORP COM 743312100 2,285 55,000 SH   SOLE   55,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,516 76,200 SH   SOLE   76,200 0 0
PROOFPOINT INC COM 743424103 4,121 35,900 SH   SOLE   35,900 0 0
QUAKER CHEM CORP COM 747316107 4,360 26,500 SH   SOLE   26,500 0 0
QUALYS INC COM 74758T303 2,543 30,500 SH   SOLE   30,500 0 0
RAPID7 INC COM 753422104 2,319 41,400 SH   SOLE   41,400 0 0
RBC BEARINGS INC COM 75524B104 8,313 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 9,781 49,900 SH   SOLE   49,900 0 0
REPUBLIC SVCS INC COM 760759100 21,547 240,400 SH   SOLE   240,400 0 0
RINGCENTRAL INC CL A 76680R206 7,725 45,800 SH   SOLE   45,800 0 0
RLI CORP COM 749607107 15,754 175,000 SH   SOLE   175,000 0 0
ROGERS CORP COM 775133101 1,160 9,300 SH   SOLE   9,300 0 0
ROLLINS INC COM 775711104 30,716 926,300 SH   SOLE   926,300 0 0
ROPER TECHNOLOGIES INC COM 776696106 47,361 133,700 SH   SOLE   133,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,795 38,600 SH   SOLE   38,600 0 0
SALESFORCE COM INC COM 79466L302 40,009 246,000 SH   SOLE   246,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 13,303 55,200 SH   SOLE   55,200 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,629 41,700 SH   SOLE   41,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 5,787 54,500 SH   SOLE   54,500 0 0
SELECTIVE INS GROUP INC COM 816300107 593 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 2,802 42,400 SH   SOLE   42,400 0 0
SERVICENOW INC COM 81762P102 35,318 125,100 SH   SOLE   125,100 0 0
SHAKE SHACK INC CL A 819047101 667 11,200 SH   SOLE   11,200 0 0
SILGAN HOLDINGS INC COM 827048109 5,364 172,600 SH   SOLE   172,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 861 9,500 SH   SOLE   9,500 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 9,104 405,000 SH   SOLE   405,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,510 26,400 SH   SOLE   26,400 0 0
SOUTH JERSEY INDS INC COM 838518108 1,478 44,800 SH   SOLE   44,800 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 437 6,000 SH   SOLE   6,000 0 0
SPLUNK INC COM 848637104 20,369 136,000 SH   SOLE   136,000 0 0
SPS COMMERCE INC COM 78463M107 5,464 98,600 SH   SOLE   98,600 0 0
STAMPS COM INC COM NEW 852857200 2,405 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 4,396 50,000 SH   SOLE   50,000 0 0
STIFEL FINL CORP COM 860630102 7,587 125,100 SH   SOLE   125,100 0 0
STITCH FIX INC COM CL A 860897107 1,488 58,000 SH   SOLE   58,000 0 0
SYNNEX CORP COM 87162W100 3,671 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 9,271 66,600 SH   SOLE   66,600 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 1,586 23,500 SH   SOLE   23,500 0 0
TECH DATA CORP COM 878237106 3,159 22,000 SH   SOLE   22,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 83,412 240,700 SH   SOLE   240,700 0 0
TELEFLEX INC COM 879369106 4,517 12,000 SH   SOLE   12,000 0 0
TEXAS ROADHOUSE INC COM 882681109 1,115 19,800 SH   SOLE   19,800 0 0
THE TRADE DESK INC COM CL A 88339J105 4,416 17,000 SH   SOLE   17,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 39,049 120,200 SH   SOLE   120,200 0 0
TJX COS INC NEW COM 872540109 30,200 494,600 SH   SOLE   494,600 0 0
TOPBUILD CORP COM 89055F103 2,515 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 48,941 614,300 SH   SOLE   614,300 0 0
TRANSDIGM GROUP INC COM 893641100 44,016 78,600 SH   SOLE   78,600 0 0
TREX CO INC COM 89531P105 2,876 32,000 SH   SOLE   32,000 0 0
TRINET GROUP INC COM 896288107 1,472 26,000 SH   SOLE   26,000 0 0
TURTLE BEACH CORP COM NEW 900450206 607 64,200 SH   SOLE   64,200 0 0
TWILIO INC CL A 90138F102 6,978 71,000 SH   SOLE   71,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 22,892 76,300 SH   SOLE   76,300 0 0
U S CONCRETE INC COM NEW 90333L201 1,783 42,800 SH   SOLE   42,800 0 0
U S PHYSICAL THERAPY INC COM 90337L108 8,896 77,800 SH   SOLE   77,800 0 0
ULTA BEAUTY INC COM 90384S303 6,329 25,000 SH   SOLE   25,000 0 0
UNION PACIFIC CORP COM 907818108 29,306 162,100 SH   SOLE   162,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,233 17,800 SH   SOLE   17,800 0 0
VAIL RESORTS INC COM 91879Q109 10,073 42,000 SH   SOLE   42,000 0 0
VALMONT INDS INC COM 920253101 1,857 12,400 SH   SOLE   12,400 0 0
VEEVA SYS INC CL A COM 922475108 1,041 7,400 SH   SOLE   7,400 0 0
VERISIGN INC COM 92343E102 5,684 29,500 SH   SOLE   29,500 0 0
VERISK ANALYTICS INC COM 92345Y106 5,376 36,000 SH   SOLE   36,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 12,699 58,000 SH   SOLE   58,000 0 0
VISA INC COM CL A 92826C839 21,984 117,000 SH   SOLE   117,000 0 0
VISTEON CORP COM NEW 92839U206 1,429 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 2,193 33,900 SH   SOLE   33,900 0 0
WASTE CONNECTIONS INC COM 94106B101 50,672 558,125 SH   SOLE   558,125 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 4,250 42,600 SH   SOLE   42,600 0 0
WEX INC COM 96208T104 5,551 26,500 SH   SOLE   26,500 0 0
WINGSTOP INC COM 974155103 1,880 21,800 SH   SOLE   21,800 0 0
WOODWARD INC COM 980745103 12,081 102,000 SH   SOLE   102,000 0 0
WORKIVA INC COM CL A 98139A105 3,213 76,400 SH   SOLE   76,400 0 0
YEXT INC COM 98585N106 258 17,900 SH   SOLE   17,900 0 0
ZENDESK INC COM 98936J101 17,242 225,000 SH   SOLE   225,000 0 0
ZOETIS INC CL A 98978V103 4,500 34,000 SH   SOLE   34,000 0 0