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
FORESCOUT TECHNOLOGIES INC COM 34553D101 842 39,700 SH   SOLE   39,700 0 0
J & J SNACK FOODS CORP COM 466032109 19,222 151,200 SH   SOLE   151,200 0 0
BALL CORP COM 058498106 32,424 466,605 SH   SOLE   466,605 0 0
ABM INDS INC COM 000957100 327 9,000 SH   SOLE   9,000 0 0
LAUDER ESTEE COS INC CL A 518439104 2,455 13,010 SH   SOLE   13,010 0 0
DISNEY WALT CO COM DISNEY 254687106 7,806 70,006 SH   SOLE   70,006 0 0
DOMINOS PIZZA INC COM 25754A201 11,194 30,300 SH   SOLE   30,300 0 0
HENRY SCHEIN INC COM 806407102 1,203 20,600 SH   SOLE   20,600 0 0
FTI CONSULTING INC COM 302941109 4,147 36,201 SH   SOLE   36,201 0 0
SERVICENOW INC COM 81762P102 45,812 113,100 SH   SOLE   113,100 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 7,234 151,000 SH   SOLE   151,000 0 0
BROADCOM INC COM 11135F101 12,027 38,106 SH   SOLE   38,106 0 0
LCI INDS COM 50189K103 4,369 38,000 SH   SOLE   38,000 0 0
GODADDY INC CL A 380237107 3,593 49,000 SH   SOLE   49,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 11,175 190,044 SH   SOLE   190,044 0 0
KADANT INC COM 48282T104 1,345 13,500 SH   SOLE   13,500 0 0
HOME DEPOT INC COM 437076102 3,762 15,016 SH   SOLE   15,016 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 9,866 107,709 SH   SOLE   107,709 0 0
ROLLINS INC COM 775711104 27,637 651,969 SH   SOLE   651,969 0 0
ASGN INC COM 00191U102 947 14,200 SH   SOLE   14,200 0 0
DIAMONDBACK ENERGY INC COM 25278X109 7,109 170,000 SH   SOLE   170,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 55,344 68,703 SH   SOLE   68,703 0 0
WORKDAY INC CL A 98138H101 11,804 63,000 SH   SOLE   63,000 0 0
COSTAR GROUP INC COM 22160N109 7,325 10,307 SH   SOLE   10,307 0 0
MICRON TECHNOLOGY INC COM 595112103 7,986 155,000 SH   SOLE   155,000 0 0
LENNOX INTL INC COM 526107107 22,788 97,808 SH   SOLE   97,808 0 0
NEXTERA ENERGY INC COM 65339F101 15,001 62,459 SH   SOLE   62,459 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 4,305 53,147 SH   SOLE   53,147 0 0
SPLUNK INC COM 848637104 21,857 110,000 SH   SOLE   110,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 49,726 137,236 SH   SOLE   137,236 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,252 17,806 SH   SOLE   17,806 0 0
ICU MED INC COM 44930G107 5,327 28,900 SH   SOLE   28,900 0 0
TWITTER INC COM 90184L102 9,831 330,000 SH   SOLE   330,000 0 0
CALAVO GROWERS INC COM 128246105 3,724 59,200 SH   SOLE   59,200 0 0
LANCASTER COLONY CORP COM 513847103 868 5,600 SH   SOLE   5,600 0 0
ADOBE INC COM 00724F101 28,688 65,902 SH   SOLE   65,902 0 0
EQUINIX INC COM 29444U700 8,149 11,603 SH   SOLE   11,603 0 0
DYCOM INDS INC COM 267475101 1,018 24,900 SH   SOLE   24,900 0 0
ULTA BEAUTY INC COM 90384S303 6,103 30,000 SH   SOLE   30,000 0 0
PENN NATL GAMING INC COM 707569109 898 29,400 SH   SOLE   29,400 0 0
PROGRESS SOFTWARE CORP COM 743312100 2,131 55,000 SH   SOLE   55,000 0 0
LIVEPERSON INC COM 538146101 1,206 29,100 SH   SOLE   29,100 0 0
LYFT INC CL A COM 55087P104 9,243 280,000 SH   SOLE   280,000 0 0
OPEN TEXT CORP COM 683715106 5,875 138,300 SH   SOLE   138,300 0 0
STIFEL FINL CORP COM 860630102 5,933 125,100 SH   SOLE   125,100 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 22,905 153,838 SH   SOLE   153,838 0 0
ALPHABET INC CAP STK CL A 02079K305 22,122 15,600 SH   SOLE   15,600 0 0
BLACKBAUD INC COM 09227Q100 902 15,800 SH   SOLE   15,800 0 0
PENNANT GROUP INC COM 70805E109 414 18,300 SH   SOLE   18,300 0 0
WORKIVA INC COM CL A 98139A105 4,087 76,400 SH   SOLE   76,400 0 0
AMETEK INC COM 031100100 13,642 152,650 SH   SOLE   152,650 0 0
ACI WORLDWIDE INC COM 004498101 2,140 79,300 SH   SOLE   79,300 0 0
ARCH CAP GROUP LTD ORD G0450A105 20,470 714,500 SH   SOLE   714,500 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,044 30,200 SH   SOLE   30,200 0 0
COSTCO WHSL CORP NEW COM 22160K105 23,479 77,435 SH   SOLE   77,435 0 0
ACTIVISION BLIZZARD INC COM 00507V109 17,306 228,013 SH   SOLE   228,013 0 0
NORTHROP GRUMMAN CORP COM 666807102 29,275 95,223 SH   SOLE   95,223 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 15,714 140,000 SH   SOLE   140,000 0 0
UNION PAC CORP COM 907818108 35,353 209,101 SH   SOLE   209,101 0 0
LENNAR CORP CL A 526057104 4,809 78,045 SH   SOLE   78,045 0 0
BALCHEM CORP COM 057665200 2,208 23,281 SH   SOLE   23,281 0 0
ALLEGHANY CORP DEL COM 017175100 3,864 7,900 SH   SOLE   7,900 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 8,492 28,504 SH   SOLE   28,504 0 0
TRANSDIGM GROUP INC COM 893641100 44,559 100,800 SH   SOLE   100,800 0 0
APTARGROUP INC COM 038336103 21,636 193,210 SH   SOLE   193,210 0 0
COOPER COS INC COM NEW 216648402 7,006 24,700 SH   SOLE   24,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 11,501 410,000 SH   SOLE   410,000 0 0
RUSH ENTERPRISES INC CL A 781846209 1,600 38,600 SH   SOLE   38,600 0 0
STAMPS COM INC COM NEW 852857200 5,290 28,800 SH   SOLE   28,800 0 0
SALESFORCE COM INC COM 79466L302 51,143 273,008 SH   SOLE   273,008 0 0
CHURCH & DWIGHT INC COM 171340102 37,322 482,824 SH   SOLE   482,824 0 0
ENPRO INDS INC COM 29355X107 1,415 28,700 SH   SOLE   28,700 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,694 21,900 SH   SOLE   21,900 0 0
CASEYS GEN STORES INC COM 147528103 1,959 13,100 SH   SOLE   13,100 0 0
BK OF AMERICA CORP COM 060505104 13,063 550,000 SH   SOLE   550,000 0 0
SHAKE SHACK INC CL A 819047101 593 11,200 SH   SOLE   11,200 0 0
PAYPAL HLDGS INC COM 70450Y103 21,433 123,014 SH   SOLE   123,014 0 0
TORO CO COM 891092108 29,150 439,400 SH   SOLE   439,400 0 0
ANSYS INC COM 03662Q105 69,939 239,740 SH   SOLE   239,740 0 0
S&P GLOBAL INC COM 78409V104 33,277 101,000 SH   SOLE   101,000 0 0
SILGAN HOLDINGS INC COM 827048109 6,174 190,616 SH   SOLE   190,616 0 0
LITHIA MTRS INC CL A 536797103 1,438 9,500 SH   SOLE   9,500 0 0
RAPID7 INC COM 753422104 2,112 41,400 SH   SOLE   41,400 0 0
TRINET GROUP INC COM 896288107 1,584 26,000 SH   SOLE   26,000 0 0
HEICO CORP NEW COM 422806109 51,250 514,299 SH   SOLE   514,299 0 0
U S PHYSICAL THERAPY INC COM 90337L108 6,303 77,800 SH   SOLE   77,800 0 0
FAIR ISAAC CORP COM 303250104 36,453 87,200 SH   SOLE   87,200 0 0
IQVIA HLDGS INC COM 46266C105 7,023 49,500 SH   SOLE   49,500 0 0
PRIMERICA INC COM 74164M108 2,122 18,200 SH   SOLE   18,200 0 0
OMNICELL INC COM 68213N109 3,969 56,200 SH   SOLE   56,200 0 0
RBC BEARINGS INC COM 75524B104 7,037 52,500 SH   SOLE   52,500 0 0
EVERBRIDGE INC COM 29978A104 7,568 54,700 SH   SOLE   54,700 0 0
CINTAS CORP COM 172908105 34,194 128,377 SH   SOLE   128,377 0 0
UNIFIRST CORP MASS COM 904708104 2,810 15,700 SH   SOLE   15,700 0 0
AON PLC SHS CL A G0403H108 11,347 58,914 SH   SOLE   58,914 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 4,848 66,000 SH   SOLE   66,000 0 0
REPUBLIC SVCS INC COM 760759100 22,312 271,927 SH   SOLE   271,927 0 0
NVIDIA CORPORATION COM 67066G104 16,909 44,508 SH   SOLE   44,508 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 635 8,400 SH   SOLE   8,400 0 0
PLANET FITNESS INC CL A 72703H101 1,617 26,700 SH   SOLE   26,700 0 0
BERKLEY W R CORP COM 084423102 19,968 348,547 SH   SOLE   348,547 0 0
PIONEER NAT RES CO COM 723787107 4,690 48,000 SH   SOLE   48,000 0 0
ANAPLAN INC COM 03272L108 4,223 93,200 SH   SOLE   93,200 0 0
FACEBOOK INC CL A 30303M102 25,897 114,047 SH   SOLE   114,047 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 19,488 158,000 SH   SOLE   158,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 5,465 86,200 SH   SOLE   86,200 0 0
GARTNER INC COM 366651107 11,939 98,400 SH   SOLE   98,400 0 0
GLOBE LIFE INC COM 37959E102 2,145 28,900 SH   SOLE   28,900 0 0
MASTERCARD INCORPORATED CL A 57636Q104 46,397 156,906 SH   SOLE   156,906 0 0
BIO RAD LABS INC CL A 090572207 6,143 13,606 SH   SOLE   13,606 0 0
LANDSTAR SYS INC COM 515098101 3,796 33,800 SH   SOLE   33,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 21,640 161,387 SH   SOLE   161,387 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,464 11,600 SH   SOLE   11,600 0 0
CANTEL MED CORP COM 138098108 730 16,500 SH   SOLE   16,500 0 0
WOODWARD INC COM 980745103 7,910 102,000 SH   SOLE   102,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 35,289 101,732 SH   SOLE   101,732 0 0
WALKER & DUNLOP INC COM 93148P102 1,977 38,900 SH   SOLE   38,900 0 0
EQUIFAX INC COM 294429105 14,524 84,500 SH   SOLE   84,500 0 0
HELEN OF TROY CORP LTD COM G4388N106 4,337 23,000 SH   SOLE   23,000 0 0
FABRINET SHS G3323L100 1,248 20,000 SH   SOLE   20,000 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,267 18,208 SH   SOLE   18,208 0 0
HILTON GRAND VACATIONS INC COM 43283X105 350 17,900 SH   SOLE   17,900 0 0
ENSIGN GROUP INC COM 29358P101 2,984 71,300 SH   SOLE   71,300 0 0
TELEFLEX INCORPORATED COM 879369106 8,809 24,201 SH   SOLE   24,201 0 0
TEXAS ROADHOUSE INC COM 882681109 1,043 19,834 SH   SOLE   19,834 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,779 34,107 SH   SOLE   34,107 0 0
POOL CORPORATION COM 73278L105 32,136 118,205 SH   SOLE   118,205 0 0
CHEMED CORP NEW COM 16359R103 43,033 95,402 SH   SOLE   95,402 0 0
EXPONENT INC COM 30214U102 22,523 278,300 SH   SOLE   278,300 0 0
SYNOPSYS INC COM 871607107 15,719 80,608 SH   SOLE   80,608 0 0
NETFLIX INC COM 64110L106 19,119 42,015 SH   SOLE   42,015 0 0
PEPSICO INC COM 713448108 2,915 22,041 SH   SOLE   22,041 0 0
LITTELFUSE INC COM 537008104 1,570 9,200 SH   SOLE   9,200 0 0
ENOVA INTL INC COM 29357K103 516 34,700 SH   SOLE   34,700 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,110 76,271 SH   SOLE   76,271 0 0
NEOGEN CORP COM 640491106 4,056 52,266 SH   SOLE   52,266 0 0
AMAZON COM INC COM 023135106 43,338 15,709 SH   SOLE   15,709 0 0
VERISK ANALYTICS INC COM 92345Y106 6,128 36,005 SH   SOLE   36,005 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12,295 57,000 SH   SOLE   57,000 0 0
LENDINGTREE INC NEW COM 52603B107 5,617 19,400 SH   SOLE   19,400 0 0
EPLUS INC COM 294268107 6,637 93,900 SH   SOLE   93,900 0 0
TWILIO INC CL A 90138F102 13,823 63,000 SH   SOLE   63,000 0 0
KAMAN CORP COM 483548103 1,231 29,600 SH   SOLE   29,600 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,664 26,400 SH   SOLE   26,400 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 15,237 240,111 SH   SOLE   240,111 0 0
MEDPACE HLDGS INC COM 58506Q109 1,293 13,900 SH   SOLE   13,900 0 0
GATX CORP COM 361448103 701 11,500 SH   SOLE   11,500 0 0
PROOFPOINT INC COM 743424103 3,989 35,900 SH   SOLE   35,900 0 0
MERCURY SYS INC COM 589378108 3,957 50,300 SH   SOLE   50,300 0 0
REXNORD CORP COM 76169B102 1,166 40,000 SH   SOLE   40,000 0 0
WASTE CONNECTIONS INC COM 94106B101 53,288 568,160 SH   SOLE   568,160 0 0
ZENDESK INC COM 98936J101 13,545 153,000 SH   SOLE   153,000 0 0
VISA INC COM CL A 92826C839 16,420 85,004 SH   SOLE   85,004 0 0
INSPERITY INC COM 45778Q107 1,372 21,200 SH   SOLE   21,200 0 0
JPMORGAN CHASE & CO COM 46625H100 4,985 53,000 SH   SOLE   53,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 28,586 391,000 SH   SOLE   391,000 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,139 18,500 SH   SOLE   18,500 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 4,450 66,230 SH   SOLE   66,230 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 12,436 400,000 SH   SOLE   400,000 0 0
DANAHER CORPORATION COM 235851102 58,290 329,637 SH   SOLE   329,637 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,497 17,400 SH   SOLE   17,400 0 0
MAXIMUS INC COM 577933104 3,375 47,900 SH   SOLE   47,900 0 0
DENTSPLY SIRONA INC COM 24906P109 471 10,700 SH   SOLE   10,700 0 0
NIKE INC CL B 654106103 3,139 32,010 SH   SOLE   32,010 0 0
MIMECAST LTD ORD SHS G14838109 1,487 35,700 SH   SOLE   35,700 0 0
ALARM COM HLDGS INC COM 011642105 2,372 36,600 SH   SOLE   36,600 0 0
TJX COS INC NEW COM 872540109 31,802 628,994 SH   SOLE   628,994 0 0
SPS COMMERCE INC COM 78463M107 7,850 104,500 SH   SOLE   104,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 54,038 251,667 SH   SOLE   251,667 0 0
EPAM SYS INC COM 29414B104 8,846 35,100 SH   SOLE   35,100 0 0
VAIL RESORTS INC COM 91879Q109 3,279 18,000 SH   SOLE   18,000 0 0
GLOBAL PMTS INC COM 37940X102 6,087 35,887 SH   SOLE   35,887 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 974 23,500 SH   SOLE   23,500 0 0
AMERICAN TOWER CORP NEW COM 03027X100 25,312 97,905 SH   SOLE   97,905 0 0
PROASSURANCE CORP COM 74267C106 848 58,600 SH   SOLE   58,600 0 0
MICROSOFT CORP COM 594918104 12,436 61,109 SH   SOLE   61,109 0 0
FISERV INC COM 337738108 42,934 439,809 SH   SOLE   439,809 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 16,245 260,000 SH   SOLE   260,000 0 0
F M C CORP COM NEW 302491303 3,250 32,620 SH   SOLE   32,620 0 0
J2 GLOBAL INC COM 48123V102 2,486 39,322 SH   SOLE   39,322 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,690 32,400 SH   SOLE   32,400 0 0
CONMED CORP COM 207410101 1,634 22,700 SH   SOLE   22,700 0 0
WINGSTOP INC COM 974155103 3,030 21,800 SH   SOLE   21,800 0 0
PETIQ INC COM CL A 71639T106 683 19,600 SH   SOLE   19,600 0 0
CARLISLE COS INC COM 142339100 13,894 116,100 SH   SOLE   116,100 0 0
EHEALTH INC COM 28238P109 2,093 21,300 SH   SOLE   21,300 0 0
WEX INC COM 96208T104 1,898 11,500 SH   SOLE   11,500 0 0
GRUBHUB INC COM 400110102 13,709 195,000 SH   SOLE   195,000 0 0
VISTEON CORP COM NEW 92839U206 1,130 16,500 SH   SOLE   16,500 0 0
CROCS INC COM 227046109 2,640 71,700 SH   SOLE   71,700 0 0
RLI CORP COM 749607107 14,368 175,000 SH   SOLE   175,000 0 0
ROGERS CORP COM 775133101 1,159 9,300 SH   SOLE   9,300 0 0
INTUIT COM 461202103 18,100 61,110 SH   SOLE   61,110 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 13,339 133,000 SH   SOLE   133,000 0 0
QUAKER CHEM CORP COM 747316107 4,959 26,712 SH   SOLE   26,712 0 0
AZZ INC COM 002474104 2,385 69,500 SH   SOLE   69,500 0 0
CAVCO INDS INC DEL COM 149568107 4,011 20,800 SH   SOLE   20,800 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 3,239 41,700 SH   SOLE   41,700 0 0
ZOETIS INC CL A 98978V103 3,979 29,033 SH   SOLE   29,033 0 0
EXACT SCIENCES CORP COM 30063P105 16,866 194,000 SH   SOLE   194,000 0 0
COPART INC COM 217204106 4,706 56,511 SH   SOLE   56,511 0 0
DEXCOM INC COM 252131107 15,203 37,500 SH   SOLE   37,500 0 0
TECH DATA CORP COM 878237106 3,190 22,000 SH   SOLE   22,000 0 0
MEDIFAST INC COM 58470H101 890 6,416 SH   SOLE   6,416 0 0
EXELIXIS INC COM 30161Q104 28,251 1,190,000 SH   SOLE   1,190,000 0 0
IHS MARKIT LTD SHS G47567105 15,036 199,155 SH   SOLE   199,155 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 13,505 46,520 SH   SOLE   46,520 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 441 3,160 SH   SOLE   3,160 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 13,169 77,000 SH   SOLE   77,000 0 0
CHURCHILL DOWNS INC COM 171484108 19,759 148,395 SH   SOLE   148,395 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 4,863 198,800 SH   SOLE   198,800 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 252 18,900 SH   SOLE   18,900 0 0
LULULEMON ATHLETICA INC COM 550021109 6,240 20,000 SH   SOLE   20,000 0 0
IDEX CORP COM 45167R104 5,486 34,715 SH   SOLE   34,715 0 0
HENRY JACK & ASSOC INC COM 426281101 42,274 229,714 SH   SOLE   229,714 0 0
AAON INC COM PAR $0.004 000360206 6,466 119,100 SH   SOLE   119,100 0 0
EL PASO ELEC CO COM NEW 283677854 2,988 44,600 SH   SOLE   44,600 0 0
CACI INTL INC CL A 127190304 1,149 5,300 SH   SOLE   5,300 0 0
MONRO INC COM 610236101 4,939 89,900 SH   SOLE   89,900 0 0
RINGCENTRAL INC CL A 76680R206 13,053 45,800 SH   SOLE   45,800 0 0
LHC GROUP INC COM 50187A107 1,412 8,100 SH   SOLE   8,100 0 0
QUALCOMM INC COM 747525103 10,763 118,000 SH   SOLE   118,000 0 0
APPLE INC COM 037833100 17,898 49,061 SH   SOLE   49,061 0 0
SYNNEX CORP COM 87162W100 3,413 28,500 SH   SOLE   28,500 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 74,846 240,700 SH   SOLE   240,700 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 8,499 150,000 SH   SOLE   150,000 0 0
ENERSYS COM 29275Y102 5,517 85,700 SH   SOLE   85,700 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 2,353 20,300 SH   SOLE   20,300 0 0
TREX CO INC COM 89531P105 4,162 32,000 SH   SOLE   32,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 1,046 6,000 SH   SOLE   6,000 0 0
DOLLAR GEN CORP NEW COM 256677105 9,735 51,100 SH   SOLE   51,100 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,881 16,500 SH   SOLE   16,500 0 0
FIVE9 INC COM 338307101 9,285 83,900 SH   SOLE   83,900 0 0
INPHI CORP COM 45772F107 5,548 47,217 SH   SOLE   47,217 0 0
HUNT J B TRANS SVCS INC COM 445658107 1,083 9,000 SH   SOLE   9,000 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,097 52,000 SH   SOLE   52,000 0 0
QUALYS INC COM 74758T303 3,173 30,500 SH   SOLE   30,500 0 0
STITCH FIX INC COM CL A 860897107 1,447 58,000 SH   SOLE   58,000 0 0
SELECTIVE INS GROUP INC COM 816300107 480 9,100 SH   SOLE   9,100 0 0
COUPA SOFTWARE INC COM 22266L106 4,571 16,500 SH   SOLE   16,500 0 0
CGI INC CL A SUB VTG 12532H104 11,372 180,500 SH   SOLE   180,500 0 0
STARBUCKS CORP COM 855244109 9,935 135,005 SH   SOLE   135,005 0 0
SHOPIFY INC CL A 82509L107 16,611 17,500 SH   SOLE   17,500 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 41,418 431,622 SH   SOLE   431,622 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 21,252 50,400 SH   SOLE   50,400 0 0
TOPBUILD CORP COM 89055F103 2,776 24,400 SH   SOLE   24,400 0 0
AUTOZONE INC COM 053332102 21,998 19,500 SH   SOLE   19,500 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,150 13,400 SH   SOLE   13,400 0 0
ROPER TECHNOLOGIES INC COM 776696106 65,113 167,704 SH   SOLE   167,704 0 0
ECOLAB INC COM 278865100 45,002 226,200 SH   SOLE   226,200 0 0
FIRST FINL BANKSHARES COM 32020R109 5,966 206,496 SH   SOLE   206,496 0 0
U S CONCRETE INC COM NEW 90333L201 565 22,800 SH   SOLE   22,800 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,454 23,300 SH   SOLE   23,300 0 0
IDEXX LABS INC COM 45168D104 36,053 109,200 SH   SOLE   109,200 0 0