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 7,936 119,100 SH   SOLE   119,100 0 0
ABM INDS INC COM 000957100 341 9,000 SH   SOLE   9,000 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 4,833 66,237 SH   SOLE   66,237 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 42,490 162,667 SH   SOLE   162,667 0 0
ACI WORLDWIDE INC COM 004498101 3,047 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 23,958 258,034 SH   SOLE   258,034 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 51,715 103,406 SH   SOLE   103,406 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,638 31,000 SH   SOLE   31,000 0 0
ALARM COM HLDGS INC COM 011642105 3,786 36,600 SH   SOLE   36,600 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 23,124 148,000 SH   SOLE   148,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,323 83,027 SH   SOLE   83,027 0 0
ALLEGHANY CORP DEL COM 017175100 4,769 7,900 SH   SOLE   7,900 0 0
ALPHABET INC CAP STK CL A 02079K305 27,341 15,600 SH   SOLE   15,600 0 0
AMAZON COM INC COM 023135106 51,166 15,710 SH   SOLE   15,710 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 21,037 240,092 SH   SOLE   240,092 0 0
AMERICAN TOWER CORP NEW COM 03027X100 26,914 119,905 SH   SOLE   119,905 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 788 8,400 SH   SOLE   8,400 0 0
AMETEK INC COM 031100100 16,045 132,673 SH   SOLE   132,673 0 0
ANAPLAN INC COM 03272L108 10,034 139,649 SH   SOLE   139,649 0 0
ANSYS INC COM 03662Q105 83,685 230,030 SH   SOLE   230,030 0 0
AON PLC SHS CL A G0403H108 20,050 94,904 SH   SOLE   94,904 0 0
APPLE INC COM 037833100 26,033 196,192 SH   SOLE   196,192 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,817 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 26,452 193,233 SH   SOLE   193,233 0 0
ARCH CAP GROUP LTD ORD G0450A105 25,772 714,500 SH   SOLE   714,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 3,192 21,900 SH   SOLE   21,900 0 0
ASGN INC COM 00191U102 1,186 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 10,554 59,900 SH   SOLE   59,900 0 0
AUTOZONE INC COM 053332102 23,116 19,500 SH   SOLE   19,500 0 0
BALCHEM CORP COM 057665200 2,673 23,200 SH   SOLE   23,200 0 0
BALL CORP COM 058498106 40,132 430,692 SH   SOLE   430,692 0 0
BERKLEY W R CORP COM 084423102 28,449 428,322 SH   SOLE   428,322 0 0
BIO RAD LABS INC CL A 090572207 7,939 13,619 SH   SOLE   13,619 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 25,713 300,000 SH   SOLE   300,000 0 0
BK OF AMERICA CORP COM 060505104 9,398 310,076 SH   SOLE   310,076 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 12,638 195,000 SH   SOLE   195,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,619 155,078 SH   SOLE   155,078 0 0
BROADCOM INC COM 11135F101 17,561 40,107 SH   SOLE   40,107 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 1,777 11,600 SH   SOLE   11,600 0 0
CACI INTL INC CL A 127190304 1,321 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 59,051 432,830 SH   SOLE   432,830 0 0
CALAVO GROWERS INC COM 128246105 4,110 59,200 SH   SOLE   59,200 0 0
CANTEL MED CORP COM 138098108 1,301 16,500 SH   SOLE   16,500 0 0
CARLISLE COS INC COM 142339100 15,790 101,100 SH   SOLE   101,100 0 0
CASEYS GEN STORES INC COM 147528103 2,340 13,100 SH   SOLE   13,100 0 0
CAVCO INDS INC DEL COM 149568107 3,649 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 22,350 281,800 SH   SOLE   281,800 0 0
CHARLES RIV LABS INTL INC COM 159864107 3,998 16,000 SH   SOLE   16,000 0 0
CHEMED CORP NEW COM 16359R103 50,811 95,400 SH   SOLE   95,400 0 0
CHURCH & DWIGHT INC COM 171340102 42,118 482,833 SH   SOLE   482,833 0 0
CHURCHILL DOWNS INC COM 171484108 28,906 148,395 SH   SOLE   148,395 0 0
CINTAS CORP COM 172908105 50,749 143,577 SH   SOLE   143,577 0 0
CONCENTRIX CORP COM 20602D101 2,813 28,500 SH   SOLE   28,500 0 0
CONMED CORP COM 207410101 2,542 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,172 51,000 SH   SOLE   51,000 0 0
COOPER COS INC COM NEW 216648402 8,974 24,700 SH   SOLE   24,700 0 0
COPART INC COM 217204106 7,191 56,511 SH   SOLE   56,511 0 0
COSTAR GROUP INC COM 22160N109 9,524 10,304 SH   SOLE   10,304 0 0
COSTCO WHSL CORP NEW COM 22160K105 29,165 77,407 SH   SOLE   77,407 0 0
COUPA SOFTWARE INC COM 22266L106 9,999 29,503 SH   SOLE   29,503 0 0
CROCS INC COM 227046109 4,493 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 21,817 103,000 SH   SOLE   103,000 0 0
DANAHER CORPORATION COM 235851102 67,228 302,637 SH   SOLE   302,637 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 567 18,900 SH   SOLE   18,900 0 0
DEXCOM INC COM 252131107 15,159 41,000 SH   SOLE   41,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 10,164 210,000 SH   SOLE   210,000 0 0
DISNEY WALT CO COM 254687106 12,505 69,017 SH   SOLE   69,017 0 0
DOLLAR GEN CORP NEW COM 256677105 10,747 51,105 SH   SOLE   51,105 0 0
DOMINOS PIZZA INC COM 25754A201 11,619 30,300 SH   SOLE   30,300 0 0
DYCOM INDS INC COM 267475101 1,880 24,900 SH   SOLE   24,900 0 0
ECOLAB INC COM 278865100 48,941 226,204 SH   SOLE   226,204 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 11,860 130,000 SH   SOLE   130,000 0 0
EHEALTH INC COM 28238P109 1,716 24,300 SH   SOLE   24,300 0 0
ENERSYS COM 29275Y102 7,118 85,700 SH   SOLE   85,700 0 0
ENOVA INTL INC COM 29357K103 860 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 1,994 26,400 SH   SOLE   26,400 0 0
ENSIGN GROUP INC COM 29358P101 5,199 71,300 SH   SOLE   71,300 0 0
EPAM SYS INC COM 29414B104 21,537 60,100 SH   SOLE   60,100 0 0
EPLUS INC COM 294268107 8,259 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 13,595 70,500 SH   SOLE   70,500 0 0
EQUINIX INC COM 29444U700 15,426 21,600 SH   SOLE   21,600 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 23,190 366,000 SH   SOLE   366,000 0 0
EVERBRIDGE INC COM 29978A104 8,154 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 28,883 218,000 SH   SOLE   218,000 0 0
EXELIXIS INC COM 30161Q104 37,932 1,890,000 SH   SOLE   1,890,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 7,338 86,200 SH   SOLE   86,200 0 0
EXPONENT INC COM 30214U102 25,055 278,300 SH   SOLE   278,300 0 0
FABRINET SHS G3323L100 1,552 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC CL A 30303M102 33,073 121,074 SH   SOLE   121,074 0 0
FAIR ISAAC CORP COM 303250104 49,418 96,700 SH   SOLE   96,700 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 24,252 171,438 SH   SOLE   171,438 0 0
FIRST FINL BANKSHARES COM 32020R109 7,470 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 50,424 442,862 SH   SOLE   442,862 0 0
FIVE9 INC COM 338307101 14,632 83,900 SH   SOLE   83,900 0 0
FMC CORP COM NEW 302491303 3,749 32,622 SH   SOLE   32,622 0 0
FTI CONSULTING INC COM 302941109 4,044 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 15,763 98,400 SH   SOLE   98,400 0 0
GATX CORP COM 361448103 957 11,500 SH   SOLE   11,500 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 13,859 320,000 SH   SOLE   320,000 0 0
GLOBAL PMTS INC COM 37940X102 9,887 45,896 SH   SOLE   45,896 0 0
GLOBE LIFE INC COM 37959E102 2,744 28,900 SH   SOLE   28,900 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 5,586 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 61,791 466,699 SH   SOLE   466,699 0 0
HELEN OF TROY LTD COM G4388N106 5,110 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 39,686 244,992 SH   SOLE   244,992 0 0
HILTON GRAND VACATIONS INC COM 43283X105 561 17,900 SH   SOLE   17,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,119 55,000 SH   SOLE   55,000 0 0
HOME DEPOT INC COM 437076102 3,988 15,015 SH   SOLE   15,015 0 0
ICU MED INC COM 44930G107 6,199 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167R104 4,923 24,715 SH   SOLE   24,715 0 0
IDEXX LABS INC COM 45168D104 49,588 99,202 SH   SOLE   99,202 0 0
IHS MARKIT LTD SHS G47567105 17,881 199,054 SH   SOLE   199,054 0 0
INPHI CORP COM 45772F107 7,577 47,217 SH   SOLE   47,217 0 0
INSPERITY INC COM 45778Q107 1,726 21,200 SH   SOLE   21,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 8,275 335,000 SH   SOLE   335,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 34,809 301,922 SH   SOLE   301,922 0 0
INTUIT COM 461202103 38,445 101,210 SH   SOLE   101,210 0 0
IQVIA HLDGS INC COM 46266C105 12,992 72,511 SH   SOLE   72,511 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 4,815 20,300 SH   SOLE   20,300 0 0
J & J SNACK FOODS CORP COM 466032109 23,492 151,200 SH   SOLE   151,200 0 0
J2 GLOBAL INC COM 48123V102 3,839 39,300 SH   SOLE   39,300 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,981 17,400 SH   SOLE   17,400 0 0
JPMORGAN CHASE & CO COM 46625H100 9,530 75,000 SH   SOLE   75,000 0 0
KADANT INC COM 48282T104 1,903 13,500 SH   SOLE   13,500 0 0
KAMAN CORP COM 483548103 1,691 29,600 SH   SOLE   29,600 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,989 30,200 SH   SOLE   30,200 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,497 18,500 SH   SOLE   18,500 0 0
LANCASTER COLONY CORP COM 513847103 1,029 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 4,552 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 3,460 13,000 SH   SOLE   13,000 0 0
LCI INDS COM 50189K103 4,928 38,000 SH   SOLE   38,000 0 0
LENDINGTREE INC NEW COM 52603B107 5,312 19,400 SH   SOLE   19,400 0 0
LENNAR CORP CL A 526057104 9,532 125,045 SH   SOLE   125,045 0 0
LENNOX INTL INC COM 526107107 26,797 97,809 SH   SOLE   97,809 0 0
LHC GROUP INC COM 50187A107 1,728 8,100 SH   SOLE   8,100 0 0
LITHIA MTRS INC CL A 536797103 2,782 9,506 SH   SOLE   9,506 0 0
LITTELFUSE INC COM 537008104 2,345 9,210 SH   SOLE   9,210 0 0
LIVEPERSON INC COM 538146101 1,811 29,100 SH   SOLE   29,100 0 0
LULULEMON ATHLETICA INC COM 550021109 6,961 20,000 SH   SOLE   20,000 0 0
LYFT INC CL A COM 55087P104 17,441 355,000 SH   SOLE   355,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 61,008 170,920 SH   SOLE   170,920 0 0
MAXIMUS INC COM 577933104 3,506 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,482 36,426 SH   SOLE   36,426 0 0
MEDIFAST INC COM 58470H101 1,259 6,411 SH   SOLE   6,411 0 0
MEDPACE HLDGS INC COM 58506Q109 1,935 13,900 SH   SOLE   13,900 0 0
MERCURY SYS INC COM 589378108 4,429 50,300 SH   SOLE   50,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 50,378 44,204 SH   SOLE   44,204 0 0
MICRON TECHNOLOGY INC COM 595112103 10,157 135,098 SH   SOLE   135,098 0 0
MICROSOFT CORP COM 594918104 14,925 67,104 SH   SOLE   67,104 0 0
MIMECAST LTD ORD SHS G14838109 2,029 35,700 SH   SOLE   35,700 0 0
MONOLITHIC PWR SYS INC COM 609839105 7,901 21,573 SH   SOLE   21,573 0 0
MONRO INC COM 610236101 4,792 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 5,800 34,107 SH   SOLE   34,107 0 0
NEOGEN CORP COM 640491106 4,541 57,266 SH   SOLE   57,266 0 0
NETFLIX INC COM 64110L106 23,806 44,026 SH   SOLE   44,026 0 0
NEXTERA ENERGY INC COM 65339F101 23,285 301,818 SH   SOLE   301,818 0 0
NIKE INC CL B 654106103 4,529 32,014 SH   SOLE   32,014 0 0
NORTHROP GRUMMAN CORP COM 666807102 12,890 42,300 SH   SOLE   42,300 0 0
NVIDIA CORPORATION COM 67066G104 20,894 40,011 SH   SOLE   40,011 0 0
OMNICELL COM COM 68213N109 6,745 56,200 SH   SOLE   56,200 0 0
OPEN TEXT CORP COM 683715106 1,591 35,000 SH   SOLE   35,000 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 11,948 26,400 SH   SOLE   26,400 0 0
PAYCOM SOFTWARE INC COM 70432V102 6,060 13,400 SH   SOLE   13,400 0 0
PAYPAL HLDGS INC COM 70450Y103 28,827 123,087 SH   SOLE   123,087 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 25,034 165,000 SH   SOLE   165,000 0 0
PENN NATL GAMING INC COM 707569109 2,540 29,406 SH   SOLE   29,406 0 0
PENNANT GROUP INC COM 70805E109 1,062 18,300 SH   SOLE   18,300 0 0
PEPSICO INC COM 713448108 3,263 22,000 SH   SOLE   22,000 0 0
PIONEER NAT RES CO COM 723787107 5,467 48,000 SH   SOLE   48,000 0 0
PLANET FITNESS INC CL A 72703H101 2,075 26,725 SH   SOLE   26,725 0 0
POOL CORP COM 73278L105 40,642 109,105 SH   SOLE   109,105 0 0
PRIMERICA INC COM 74164M108 2,438 18,200 SH   SOLE   18,200 0 0
PROGRESSIVE CORP COM 743315103 7,536 76,209 SH   SOLE   76,209 0 0
QUAKER CHEM CORP COM 747316107 6,766 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 20,111 132,014 SH   SOLE   132,014 0 0
QUALYS INC COM 74758T303 3,717 30,500 SH   SOLE   30,500 0 0
RAPID7 INC COM 753422104 4,634 51,400 SH   SOLE   51,400 0 0
RBC BEARINGS INC COM 75524B104 9,400 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 12,768 77,000 SH   SOLE   77,000 0 0
REPUBLIC SVCS INC COM 760759100 33,805 351,038 SH   SOLE   351,038 0 0
REXNORD CORP COM 76169B102 1,580 40,000 SH   SOLE   40,000 0 0
RINGCENTRAL INC CL A 76680R206 37,442 98,800 SH   SOLE   98,800 0 0
RLI CORP COM 749607107 18,226 175,000 SH   SOLE   175,000 0 0
ROGERS CORP COM 775133101 1,444 9,300 SH   SOLE   9,300 0 0
ROLLINS INC COM 775711104 38,209 977,950 SH   SOLE   977,950 0 0
ROPER TECHNOLOGIES INC COM 776696106 72,303 167,722 SH   SOLE   167,722 0 0
RUSH ENTERPRISES INC CL A 781846209 2,398 57,900 SH   SOLE   57,900 0 0
S&P GLOBAL INC COM 78409V104 44,517 135,421 SH   SOLE   135,421 0 0
SALESFORCE COM INC COM 79466L302 60,091 270,036 SH   SOLE   270,036 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,223 18,511 SH   SOLE   18,511 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 3,946 41,700 SH   SOLE   41,700 0 0
SELECTIVE INS GROUP INC COM 816300107 610 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 502 6,810 SH   SOLE   6,810 0 0
SERVICENOW INC COM 81762P102 63,913 116,114 SH   SOLE   116,114 0 0
SHAKE SHACK INC CL A 819047101 950 11,200 SH   SOLE   11,200 0 0
SHOPIFY INC CL A 82509L107 19,810 17,501 SH   SOLE   17,501 0 0
SILGAN HOLDINGS INC COM 827048109 7,068 190,618 SH   SOLE   190,618 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,617 16,500 SH   SOLE   16,500 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 235 6,000 SH   SOLE   6,000 0 0
SPLUNK INC COM 848637104 16,564 97,500 SH   SOLE   97,500 0 0
SPS COMMERCE INC COM 78463M107 11,348 104,500 SH   SOLE   104,500 0 0
STAMPS COM INC COM NEW 852857200 5,650 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 15,406 144,005 SH   SOLE   144,005 0 0
STIFEL FINL CORP COM 860630102 9,469 187,650 SH   SOLE   187,650 0 0
STITCH FIX INC COM CL A 860897107 3,406 58,000 SH   SOLE   58,000 0 0
SYNAPTICS INC COM 87157D109 1,639 17,000 SH   SOLE   17,000 0 0
SYNNEX CORP COM 87162W100 2,321 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 20,900 80,619 SH   SOLE   80,619 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 94,585 241,300 SH   SOLE   241,300 0 0
TELEFLEX INCORPORATED COM 879369106 12,100 29,400 SH   SOLE   29,400 0 0
TEXAS ROADHOUSE INC COM 882681109 1,548 19,800 SH   SOLE   19,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 63,918 137,228 SH   SOLE   137,228 0 0
TJX COS INC NEW COM 872540109 34,554 505,994 SH   SOLE   505,994 0 0
TOPBUILD CORP COM 89055F103 4,492 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 19,357 204,100 SH   SOLE   204,100 0 0
TRANSDIGM GROUP INC COM 893641100 62,387 100,811 SH   SOLE   100,811 0 0
TREX CO INC COM 89531P105 5,358 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 2,096 26,000 SH   SOLE   26,000 0 0
TWILIO INC CL A 90138F102 22,004 65,005 SH   SOLE   65,005 0 0
TWITTER INC COM 90184L102 20,037 370,036 SH   SOLE   370,036 0 0
TYLER TECHNOLOGIES INC COM 902252105 44,489 101,918 SH   SOLE   101,918 0 0
U S CONCRETE INC COM 90333L201 911 22,800 SH   SOLE   22,800 0 0
U S PHYSICAL THERAPY INC COM 90337L108 9,355 77,800 SH   SOLE   77,800 0 0
ULTA BEAUTY INC COM 90384S303 15,507 54,000 SH   SOLE   54,000 0 0
UNIFIRST CORP MASS COM 904708104 3,324 15,700 SH   SOLE   15,700 0 0
UNION PAC CORP COM 907818108 43,956 211,102 SH   SOLE   211,102 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,244 17,805 SH   SOLE   17,805 0 0
VAIL RESORTS INC COM 91879Q109 5,021 18,000 SH   SOLE   18,000 0 0
VERISK ANALYTICS INC COM 92345Y106 20,967 101,000 SH   SOLE   101,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 18,435 78,000 SH   SOLE   78,000 0 0
VISA INC COM CL A 92826C839 22,975 105,037 SH   SOLE   105,037 0 0
VISTEON CORP COM NEW 92839U206 2,071 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 3,580 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 60,839 593,151 SH   SOLE   593,151 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,468 53,147 SH   SOLE   53,147 0 0
WINGSTOP INC COM 974155103 2,892 21,816 SH   SOLE   21,816 0 0
WOODWARD INC COM 980745103 12,396 102,000 SH   SOLE   102,000 0 0
WORKDAY INC CL A 98138H101 19,171 80,008 SH   SOLE   80,008 0 0
WORKIVA INC COM CL A 98139A105 7,000 76,400 SH   SOLE   76,400 0 0
ZENDESK INC COM 98936J101 17,890 125,000 SH   SOLE   125,000 0 0
ZOETIS INC CL A 98978V103 4,471 27,015 SH   SOLE   27,015 0 0