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 8,338 119,100 SH   SOLE   119,100 0 0
ABM INDS INC COM 000957100 459 9,000 SH   SOLE   9,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 44,937 162,667 SH   SOLE   162,667 0 0
ACI WORLDWIDE INC COM 004498101 3,017 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 23,716 255,013 SH   SOLE   255,013 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 50,819 106,904 SH   SOLE   106,904 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,456 31,000 SH   SOLE   31,000 0 0
ALARM COM HLDGS INC COM 011642105 3,162 36,600 SH   SOLE   36,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,319 94,028 SH   SOLE   94,028 0 0
ALLEGHANY CORP DEL COM 017175100 4,948 7,900 SH   SOLE   7,900 0 0
ALPHABET INC CAP STK CL A 02079K305 32,175 15,600 SH   SOLE   15,600 0 0
AMAZON COM INC COM 023135106 47,370 15,310 SH   SOLE   15,310 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 27,394 240,092 SH   SOLE   240,092 0 0
AMERICAN TOWER CORP NEW COM 03027X100 21,659 90,600 SH   SOLE   90,600 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 828 8,400 SH   SOLE   8,400 0 0
AMETEK INC COM 031100100 4,473 35,023 SH   SOLE   35,023 0 0
ANAPLAN INC COM 03272L108 7,520 139,649 SH   SOLE   139,649 0 0
ANSYS INC COM 03662Q105 73,015 215,029 SH   SOLE   215,029 0 0
AON PLC SHS CL A G0403H108 21,837 94,900 SH   SOLE   94,900 0 0
APPLE INC COM 037833100 25,557 209,225 SH   SOLE   209,225 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,124 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 27,373 193,220 SH   SOLE   193,220 0 0
ARCH CAP GROUP LTD ORD G0450A105 27,415 714,500 SH   SOLE   714,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,303 21,900 SH   SOLE   21,900 0 0
ASGN INC COM 00191U102 1,355 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 11,289 59,900 SH   SOLE   59,900 0 0
AUTOZONE INC COM 053332102 3,932 2,800 SH   SOLE   2,800 0 0
BALCHEM CORP COM 057665200 2,947 23,500 SH   SOLE   23,500 0 0
BALL CORP COM 058498106 27,006 318,692 SH   SOLE   318,692 0 0
BERKLEY W R CORP COM 084423102 32,726 434,322 SH   SOLE   434,322 0 0
BIO RAD LABS INC CL A 090572207 7,774 13,610 SH   SOLE   13,610 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 23,581 345,000 SH   SOLE   345,000 0 0
BK OF AMERICA CORP COM 060505104 19,732 510,000 SH   SOLE   510,000 0 0
BLACKSTONE GROUP INC COM 09260D107 15,651 210,000 SH   SOLE   210,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 8,528 135,084 SH   SOLE   135,084 0 0
BROADCOM INC COM 11135F101 6,955 15,001 SH   SOLE   15,001 0 0
CACI INTL INC CL A 127190304 1,307 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 59,290 432,808 SH   SOLE   432,808 0 0
CALAVO GROWERS INC COM 128246105 4,596 59,200 SH   SOLE   59,200 0 0
CANTEL MED CORP COM 138098108 1,317 16,500 SH   SOLE   16,500 0 0
CARLISLE COS INC COM 142339100 5,464 33,200 SH   SOLE   33,200 0 0
CASEYS GEN STORES INC COM 147528103 2,832 13,100 SH   SOLE   13,100 0 0
CAVCO INDS INC DEL COM 149568107 4,693 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 24,367 292,800 SH   SOLE   292,800 0 0
CHARLES RIV LABS INTL INC COM 159864107 4,927 17,000 SH   SOLE   17,000 0 0
CHEMED CORP NEW COM 16359R103 43,867 95,400 SH   SOLE   95,400 0 0
CHURCH & DWIGHT INC COM 171340102 42,176 482,837 SH   SOLE   482,837 0 0
CHURCHILL DOWNS INC COM 171484108 33,748 148,395 SH   SOLE   148,395 0 0
CINTAS CORP COM 172908105 49,004 143,577 SH   SOLE   143,577 0 0
CONCENTRIX CORP COM 20602D101 4,267 28,500 SH   SOLE   28,500 0 0
CONMED CORP COM 207410101 2,964 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 12,084 53,000 SH   SOLE   53,000 0 0
COOPER COS INC COM NEW 216648402 9,487 24,700 SH   SOLE   24,700 0 0
COPART INC COM 217204106 6,137 56,509 SH   SOLE   56,509 0 0
COSTAR GROUP INC COM 22160N109 8,469 10,304 SH   SOLE   10,304 0 0
COSTCO WHSL CORP NEW COM 22160K105 27,639 78,412 SH   SOLE   78,412 0 0
COUPA SOFTWARE INC COM 22266L106 7,508 29,503 SH   SOLE   29,503 0 0
CROCS INC COM 227046109 5,768 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 16,426 90,000 SH   SOLE   90,000 0 0
DANAHER CORPORATION COM 235851102 68,118 302,637 SH   SOLE   302,637 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 905 18,900 SH   SOLE   18,900 0 0
DEXCOM INC COM 252131107 14,735 41,000 SH   SOLE   41,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 13,083 178,029 SH   SOLE   178,029 0 0
DISNEY WALT CO COM 254687106 12,748 69,089 SH   SOLE   69,089 0 0
DOLLAR GEN CORP NEW COM 256677105 10,355 51,105 SH   SOLE   51,105 0 0
DOMINOS PIZZA INC COM 25754A201 9,305 25,300 SH   SOLE   25,300 0 0
DRAFTKINGS INC COM CL A 26142R104 13,186 215,000 SH   SOLE   215,000 0 0
DYCOM INDS INC COM 267475101 2,315 24,938 SH   SOLE   24,938 0 0
ECOLAB INC COM 278865100 41,359 193,204 SH   SOLE   193,204 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,288 123,000 SH   SOLE   123,000 0 0
EHEALTH INC COM 28238P109 1,767 24,300 SH   SOLE   24,300 0 0
ENERSYS COM 29275Y102 7,782 85,700 SH   SOLE   85,700 0 0
ENOVA INTL INC COM 29357K103 1,231 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 2,251 26,400 SH   SOLE   26,400 0 0
ENSIGN GROUP INC COM 29358P101 6,691 71,300 SH   SOLE   71,300 0 0
EPAM SYS INC COM 29414B104 23,841 60,100 SH   SOLE   60,100 0 0
EPLUS INC COM 294268107 9,356 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 3,713 20,500 SH   SOLE   20,500 0 0
EQUINIX INC COM 29444U700 14,679 21,600 SH   SOLE   21,600 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 23,292 366,000 SH   SOLE   366,000 0 0
EVERBRIDGE INC COM 29978A104 6,629 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 26,092 198,000 SH   SOLE   198,000 0 0
EXELIXIS INC COM 30161Q104 55,571 2,460,000 SH   SOLE   2,460,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 7,772 86,200 SH   SOLE   86,200 0 0
EXPONENT INC COM 30214U102 27,120 278,300 SH   SOLE   278,300 0 0
FABRINET SHS G3323L100 2,079 23,000 SH   SOLE   23,000 0 0
FACEBOOK INC CL A 30303M102 39,490 134,078 SH   SOLE   134,078 0 0
FAIR ISAAC CORP COM 303250104 47,001 96,700 SH   SOLE   96,700 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 24,101 171,403 SH   SOLE   171,403 0 0
FIRST FINL BANKSHARES COM 32020R109 9,650 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 52,719 442,866 SH   SOLE   442,866 0 0
FIVE9 INC COM 338307101 13,118 83,911 SH   SOLE   83,911 0 0
FMC CORP COM NEW 302491303 1,836 16,600 SH   SOLE   16,600 0 0
FTI CONSULTING INC COM 302941109 5,072 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 19,788 108,400 SH   SOLE   108,400 0 0
GATX CORP COM 361448103 1,067 11,500 SH   SOLE   11,500 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 14,059 345,000 SH   SOLE   345,000 0 0
GLOBAL PMTS INC COM 37940X102 9,250 45,887 SH   SOLE   45,887 0 0
GLOBE LIFE INC COM 37959E102 2,793 28,900 SH   SOLE   28,900 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 5,572 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 46,564 370,144 SH   SOLE   370,144 0 0
HELEN OF TROY LTD COM G4388N106 4,845 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 28,750 189,492 SH   SOLE   189,492 0 0
HILTON GRAND VACATIONS INC COM 43283X105 671 17,900 SH   SOLE   17,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,255 60,000 SH   SOLE   60,000 0 0
HOME DEPOT INC COM 437076102 7,635 25,011 SH   SOLE   25,011 0 0
ICU MED INC COM 44930G107 5,937 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167R104 882 4,214 SH   SOLE   4,214 0 0
IDEXX LABS INC COM 45168D104 46,095 94,204 SH   SOLE   94,204 0 0
IHS MARKIT LTD SHS G47567105 19,264 199,054 SH   SOLE   199,054 0 0
INPHI CORP COM 45772F107 8,424 47,217 SH   SOLE   47,217 0 0
INSPERITY INC COM 45778Q107 1,775 21,200 SH   SOLE   21,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 7,732 335,000 SH   SOLE   335,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 34,835 311,922 SH   SOLE   311,922 0 0
INTUIT COM 461202103 45,282 118,210 SH   SOLE   118,210 0 0
IQVIA HLDGS INC COM 46266C105 14,005 72,511 SH   SOLE   72,511 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 2,819 20,300 SH   SOLE   20,300 0 0
ITRON INC COM 465741106 5,319 60,000 SH   SOLE   60,000 0 0
J & J SNACK FOODS CORP COM 466032109 23,743 151,200 SH   SOLE   151,200 0 0
J2 GLOBAL INC COM 48123V102 4,710 39,300 SH   SOLE   39,300 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,534 26,500 SH   SOLE   26,500 0 0
JPMORGAN CHASE & CO COM 46625H100 16,441 108,000 SH   SOLE   108,000 0 0
KADANT INC COM 48282T104 2,498 13,500 SH   SOLE   13,500 0 0
KAMAN CORP COM 483548103 1,518 29,600 SH   SOLE   29,600 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 4,331 30,200 SH   SOLE   30,200 0 0
LANCASTER COLONY CORP COM 513847103 982 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 5,579 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 3,495 12,015 SH   SOLE   12,015 0 0
LCI INDS COM 50189K103 5,027 38,000 SH   SOLE   38,000 0 0
LENDINGTREE INC NEW COM 52603B107 4,132 19,400 SH   SOLE   19,400 0 0
LENNAR CORP CL A 526057104 13,164 130,040 SH   SOLE   130,040 0 0
LENNOX INTL INC COM 526107107 30,476 97,809 SH   SOLE   97,809 0 0
LHC GROUP INC COM 50187A107 1,549 8,100 SH   SOLE   8,100 0 0
LITHIA MTRS INC CL A 536797103 3,708 9,506 SH   SOLE   9,506 0 0
LITTELFUSE INC COM 537008104 2,433 9,200 SH   SOLE   9,200 0 0
LIVEPERSON INC COM 538146101 2,484 47,100 SH   SOLE   47,100 0 0
LULULEMON ATHLETICA INC COM 550021109 6,134 20,000 SH   SOLE   20,000 0 0
LYFT INC CL A COM 55087P104 25,588 405,000 SH   SOLE   405,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 60,859 170,929 SH   SOLE   170,929 0 0
MAXIMUS INC COM 577933104 4,265 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 3,247 36,416 SH   SOLE   36,416 0 0
MEDIFAST INC COM 58470H101 1,358 6,411 SH   SOLE   6,411 0 0
MEDPACE HLDGS INC COM 58506Q109 2,280 13,900 SH   SOLE   13,900 0 0
MERCURY SYS INC COM 589378108 3,554 50,300 SH   SOLE   50,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 50,394 43,605 SH   SOLE   43,605 0 0
MICRON TECHNOLOGY INC COM 595112103 14,562 165,085 SH   SOLE   165,085 0 0
MICROSOFT CORP COM 594918104 16,762 71,097 SH   SOLE   71,097 0 0
MIMECAST LTD ORD SHS G14838109 1,033 25,700 SH   SOLE   25,700 0 0
MONOLITHIC PWR SYS INC COM 609839105 7,617 21,565 SH   SOLE   21,565 0 0
MONRO INC COM 610236101 5,915 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 6,414 34,107 SH   SOLE   34,107 0 0
NEOGEN CORP COM 640491106 5,090 57,266 SH   SOLE   57,266 0 0
NETFLIX INC COM 64110L106 22,967 44,026 SH   SOLE   44,026 0 0
NEXTERA ENERGY INC COM 65339F101 22,820 301,817 SH   SOLE   301,817 0 0
NIKE INC CL B 654106103 4,260 32,055 SH   SOLE   32,055 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,942 6,000 SH   SOLE   6,000 0 0
NVIDIA CORPORATION COM 67066G104 19,760 37,008 SH   SOLE   37,008 0 0
OMNICELL COM COM 68213N109 7,299 56,200 SH   SOLE   56,200 0 0
OPEN TEXT CORP COM 683715106 1,671 35,024 SH   SOLE   35,024 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 1,928 3,800 SH   SOLE   3,800 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,959 13,400 SH   SOLE   13,400 0 0
PAYPAL HLDGS INC COM 70450Y103 29,889 123,082 SH   SOLE   123,082 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 19,115 170,000 SH   SOLE   170,000 0 0
PENN NATL GAMING INC COM 707569109 2,821 26,906 SH   SOLE   26,906 0 0
PENNANT GROUP INC COM 70805E109 838 18,300 SH   SOLE   18,300 0 0
PIONEER NAT RES CO COM 723787107 7,147 45,000 SH   SOLE   45,000 0 0
PLANET FITNESS INC CL A 72703H101 2,066 26,727 SH   SOLE   26,727 0 0
POOL CORP COM 73278L105 37,666 109,100 SH   SOLE   109,100 0 0
PRIMERICA INC COM 74164M108 2,690 18,200 SH   SOLE   18,200 0 0
PROGRESSIVE CORP COM 743315103 7,287 76,211 SH   SOLE   76,211 0 0
QUAKER CHEM CORP COM 747316107 6,511 26,710 SH   SOLE   26,710 0 0
QUALCOMM INC COM 747525103 18,167 137,016 SH   SOLE   137,016 0 0
QUALYS INC COM 74758T303 3,196 30,500 SH   SOLE   30,500 0 0
RAPID7 INC COM 753422104 3,835 51,400 SH   SOLE   51,400 0 0
RBC BEARINGS INC COM 75524B104 10,330 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 7,372 46,000 SH   SOLE   46,000 0 0
REPUBLIC SVCS INC COM 760759100 38,295 385,456 SH   SOLE   385,456 0 0
REXNORD CORP COM 76169B102 1,931 41,000 SH   SOLE   41,000 0 0
RINGCENTRAL INC CL A 76680R206 30,624 102,805 SH   SOLE   102,805 0 0
RLI CORP COM 749607107 19,525 175,000 SH   SOLE   175,000 0 0
ROGERS CORP COM 775133101 1,750 9,300 SH   SOLE   9,300 0 0
ROLLINS INC COM 775711104 33,660 977,922 SH   SOLE   977,922 0 0
ROPER TECHNOLOGIES INC COM 776696106 67,646 167,714 SH   SOLE   167,714 0 0
RUSH ENTERPRISES INC CL A 781846209 2,885 57,900 SH   SOLE   57,900 0 0
S&P GLOBAL INC COM 78409V104 47,786 135,421 SH   SOLE   135,421 0 0
SALESFORCE COM INC COM 79466L302 59,331 280,033 SH   SOLE   280,033 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 3,486 41,700 SH   SOLE   41,700 0 0
SELECT MED HLDGS CORP COM 81619Q105 784 23,000 SH   SOLE   23,000 0 0
SELECTIVE INS GROUP INC COM 816300107 660 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 531 6,814 SH   SOLE   6,814 0 0
SERVICENOW INC COM 81762P102 63,419 126,810 SH   SOLE   126,810 0 0
SHOPIFY INC CL A 82509L107 19,365 17,501 SH   SOLE   17,501 0 0
SILGAN HOLDINGS INC COM 827048109 8,012 190,618 SH   SOLE   190,618 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,817 16,500 SH   SOLE   16,500 0 0
SPLUNK INC COM 848637104 13,209 97,500 SH   SOLE   97,500 0 0
SPS COMM INC COM 78463M107 10,378 104,500 SH   SOLE   104,500 0 0
STAMPS COM INC COM NEW 852857200 5,746 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 15,959 146,055 SH   SOLE   146,055 0 0
STIFEL FINL CORP COM 860630102 12,021 187,650 SH   SOLE   187,650 0 0
STITCH FIX INC COM CL A 860897107 2,752 55,546 SH   SOLE   55,546 0 0
SYNAPTICS INC COM 87157D109 2,302 17,000 SH   SOLE   17,000 0 0
SYNNEX CORP COM 87162W100 3,273 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 19,975 80,616 SH   SOLE   80,616 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 99,814 241,300 SH   SOLE   241,300 0 0
TELEFLEX INCORPORATED COM 879369106 12,215 29,400 SH   SOLE   29,400 0 0
TEXAS ROADHOUSE INC COM 882681109 1,900 19,800 SH   SOLE   19,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 60,346 132,228 SH   SOLE   132,228 0 0
TJX COS INC NEW COM 872540109 33,474 506,038 SH   SOLE   506,038 0 0
TOPBUILD CORP COM 89055F103 5,110 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 14,657 142,110 SH   SOLE   142,110 0 0
TRANSDIGM GROUP INC COM 893641100 59,269 100,812 SH   SOLE   100,812 0 0
TREX CO INC COM 89531P105 5,859 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 2,027 26,000 SH   SOLE   26,000 0 0
TWILIO INC CL A 90138F102 21,129 62,005 SH   SOLE   62,005 0 0
TWITTER INC COM 90184L102 19,089 300,003 SH   SOLE   300,003 0 0
TYLER TECHNOLOGIES INC COM 902252105 44,001 103,646 SH   SOLE   103,646 0 0
U S CONCRETE INC COM 90333L201 1,672 22,800 SH   SOLE   22,800 0 0
U S PHYSICAL THERAPY INC COM 90337L108 8,099 77,800 SH   SOLE   77,800 0 0
ULTA BEAUTY INC COM 90384S303 15,613 50,500 SH   SOLE   50,500 0 0
UNIFIRST CORP MASS COM 904708104 3,512 15,700 SH   SOLE   15,700 0 0
UNION PAC CORP COM 907818108 46,529 211,102 SH   SOLE   211,102 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,625 17,805 SH   SOLE   17,805 0 0
VAIL RESORTS INC COM 91879Q109 4,669 16,009 SH   SOLE   16,009 0 0
VERISK ANALYTICS INC COM 92345Y106 20,602 116,600 SH   SOLE   116,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 32,234 150,000 SH   SOLE   150,000 0 0
VISA INC COM CL A 92826C839 33,884 160,035 SH   SOLE   160,035 0 0
VISTA OUTDOOR INC COM 928377100 706 22,000 SH   SOLE   22,000 0 0
VISTEON CORP COM NEW 92839U206 2,012 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 3,997 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 54,330 503,151 SH   SOLE   503,151 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 6,314 53,147 SH   SOLE   53,147 0 0
WINGSTOP INC COM 974155103 2,774 21,816 SH   SOLE   21,816 0 0
WOODWARD INC COM 980745103 12,304 102,000 SH   SOLE   102,000 0 0
WORKDAY INC CL A 98138H101 18,137 73,008 SH   SOLE   73,008 0 0
WORKIVA INC COM CL A 98139A105 6,743 76,400 SH   SOLE   76,400 0 0
ZENDESK INC COM 98936J101 14,458 109,016 SH   SOLE   109,016 0 0
ZOETIS INC CL A 98978V103 3,623 23,009 SH   SOLE   23,009 0 0