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 7,457 119,147 SH   SOLE   119,147 0 0
ABM INDS INC COM 000957100 399 9,000 SH   SOLE   9,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 47,953 162,667 SH   SOLE   162,667 0 0
ACI WORLDWIDE INC COM 004498101 2,945 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 24,338 255,013 SH   SOLE   255,013 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 62,024 105,908 SH   SOLE   105,908 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,497 31,000 SH   SOLE   31,000 0 0
ALARM COM HLDGS INC COM 011642105 3,100 36,600 SH   SOLE   36,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 21,325 94,035 SH   SOLE   94,035 0 0
ALLEGHANY CORP MD COM 017175100 5,270 7,900 SH   SOLE   7,900 0 0
ALPHABET INC CAP STK CL A 02079K305 34,429 14,100 SH   SOLE   14,100 0 0
AMAZON COM INC COM 023135106 49,229 14,310 SH   SOLE   14,310 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 29,944 240,092 SH   SOLE   240,092 0 0
AMERICAN TOWER CORP NEW COM 03027X100 15,831 58,604 SH   SOLE   58,604 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 302 3,700 SH   SOLE   3,700 0 0
AMETEK INC COM 031100100 4,676 35,023 SH   SOLE   35,023 0 0
ANSYS INC COM 03662Q105 51,720 149,024 SH   SOLE   149,024 0 0
AON PLC SHS CL A G0403H108 22,662 94,916 SH   SOLE   94,916 0 0
APPLE INC COM 037833100 25,911 189,185 SH   SOLE   189,185 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,122 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 27,213 193,221 SH   SOLE   193,221 0 0
ARCH CAP GROUP LTD ORD G0450A105 27,823 714,500 SH   SOLE   714,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 3,753 21,900 SH   SOLE   21,900 0 0
ASGN INC COM 00191U102 1,376 14,200 SH   SOLE   14,200 0 0
AUTOZONE INC COM 053332102 4,178 2,800 SH   SOLE   2,800 0 0
BALCHEM CORP COM 057665200 3,387 25,800 SH   SOLE   25,800 0 0
BALL CORP COM 058498106 15,742 194,292 SH   SOLE   194,292 0 0
BERKLEY W R CORP COM 084423102 32,327 434,322 SH   SOLE   434,322 0 0
BIO RAD LABS INC CL A 090572207 8,767 13,608 SH   SOLE   13,608 0 0
BIOGEN INC COM 09062X103 12,812 37,000 SH   SOLE   37,000 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 35,434 365,000 SH   SOLE   365,000 0 0
BK OF AMERICA CORP COM 060505104 22,264 540,000 SH   SOLE   540,000 0 0
BLACKSTONE GROUP INC COM 09260D107 15,640 161,000 SH   SOLE   161,000 0 0
BROADCOM INC COM 11135F101 7,157 15,009 SH   SOLE   15,009 0 0
CACI INTL INC CL A 127190304 1,352 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 59,216 432,800 SH   SOLE   432,800 0 0
CALAVO GROWERS INC COM 128246105 3,754 59,200 SH   SOLE   59,200 0 0
CARLISLE COS INC COM 142339100 6,354 33,200 SH   SOLE   33,200 0 0
CASEYS GEN STORES INC COM 147528103 2,511 12,900 SH   SOLE   12,900 0 0
CAVCO INDS INC DEL COM 149568107 4,622 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 26,528 292,800 SH   SOLE   292,800 0 0
CHARLES RIV LABS INTL INC COM 159864107 6,289 17,000 SH   SOLE   17,000 0 0
CHEMED CORP NEW COM 16359R103 45,267 95,400 SH   SOLE   95,400 0 0
CHURCH & DWIGHT INC COM 171340102 41,147 482,837 SH   SOLE   482,837 0 0
CHURCHILL DOWNS INC COM 171484108 29,421 148,395 SH   SOLE   148,395 0 0
CINTAS CORP COM 172908105 54,846 143,577 SH   SOLE   143,577 0 0
CONCENTRIX CORP COM 20602D101 4,583 28,500 SH   SOLE   28,500 0 0
CONMED CORP COM 207410101 3,120 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,461 49,000 SH   SOLE   49,000 0 0
COOPER COS INC COM NEW 216648402 9,789 24,703 SH   SOLE   24,703 0 0
COPART INC COM 217204106 7,450 56,509 SH   SOLE   56,509 0 0
COSTAR GROUP INC COM 22160N109 8,534 103,040 SH   SOLE   103,040 0 0
COSTCO WHSL CORP NEW COM 22160K105 31,025 78,412 SH   SOLE   78,412 0 0
CROCS INC COM 227046109 8,354 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 17,089 68,000 SH   SOLE   68,000 0 0
DANAHER CORPORATION COM 235851102 81,216 302,637 SH   SOLE   302,637 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 767 18,900 SH   SOLE   18,900 0 0
DEXCOM INC COM 252131107 21,777 51,000 SH   SOLE   51,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 16,712 178,000 SH   SOLE   178,000 0 0
DISNEY WALT CO COM 254687106 10,562 60,092 SH   SOLE   60,092 0 0
DOLLAR GEN CORP NEW COM 256677105 11,059 51,105 SH   SOLE   51,105 0 0
DOMINOS PIZZA INC COM 25754A201 11,804 25,303 SH   SOLE   25,303 0 0
DRAFTKINGS INC COM CL A 26142R104 15,390 295,000 SH   SOLE   295,000 0 0
DYCOM INDS INC COM 267475101 1,859 24,941 SH   SOLE   24,941 0 0
ECOLAB INC COM 278865100 33,615 163,205 SH   SOLE   163,205 0 0
EHEALTH INC COM 28238P109 1,419 24,300 SH   SOLE   24,300 0 0
ENERSYS COM 29275Y102 8,379 85,733 SH   SOLE   85,733 0 0
ENOVA INTL INC COM 29357K103 1,187 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 2,565 26,400 SH   SOLE   26,400 0 0
ENSIGN GROUP INC COM 29358P101 6,180 71,300 SH   SOLE   71,300 0 0
EPAM SYS INC COM 29414B104 14,818 29,000 SH   SOLE   29,000 0 0
EPLUS INC COM 294268107 8,140 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 4,910 20,500 SH   SOLE   20,500 0 0
EQUINIX INC COM 29444U700 17,336 21,600 SH   SOLE   21,600 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 27,197 366,000 SH   SOLE   366,000 0 0
EVERBRIDGE INC COM 29978A104 7,444 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 25,484 205,000 SH   SOLE   205,000 0 0
EXELIXIS INC COM 30161Q104 36,987 2,030,000 SH   SOLE   2,030,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 9,160 86,200 SH   SOLE   86,200 0 0
EXPONENT INC COM 30214U102 29,216 327,500 SH   SOLE   327,500 0 0
FABRINET SHS G3323L100 2,205 23,000 SH   SOLE   23,000 0 0
FACEBOOK INC CL A 30303M102 38,625 111,083 SH   SOLE   111,083 0 0
FAIR ISAAC CORP COM 303250104 48,609 96,700 SH   SOLE   96,700 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 24,283 171,402 SH   SOLE   171,402 0 0
FIRST FINL BANKSHARES INC COM 32020R109 10,145 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 47,338 442,866 SH   SOLE   442,866 0 0
FIVE9 INC COM 338307101 15,386 83,900 SH   SOLE   83,900 0 0
FTI CONSULTING INC COM 302941109 4,945 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 26,254 108,400 SH   SOLE   108,400 0 0
GATX CORP COM 361448103 1,017 11,500 SH   SOLE   11,500 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 14,358 410,000 SH   SOLE   410,000 0 0
GLOBAL PMTS INC COM 37940X102 8,606 45,887 SH   SOLE   45,887 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 6,276 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 37,037 265,651 SH   SOLE   265,651 0 0
HELEN OF TROY LTD COM G4388N106 5,247 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 16,549 101,208 SH   SOLE   101,208 0 0
HILTON GRAND VACATIONS INC COM 43283X105 741 17,900 SH   SOLE   17,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 6,513 54,000 SH   SOLE   54,000 0 0
HOME DEPOT INC COM 437076102 6,697 21,000 SH   SOLE   21,000 0 0
ICU MED INC COM 44930G107 5,948 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167R104 663 3,014 SH   SOLE   3,014 0 0
IDEXX LABS INC COM 45168D104 59,495 94,204 SH   SOLE   94,204 0 0
IHS MARKIT LTD SHS G47567105 22,425 199,054 SH   SOLE   199,054 0 0
INSPERITY INC COM 45778Q107 1,916 21,200 SH   SOLE   21,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 6,690 335,000 SH   SOLE   335,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 37,025 311,923 SH   SOLE   311,923 0 0
INTUIT COM 461202103 57,943 118,210 SH   SOLE   118,210 0 0
IQVIA HLDGS INC COM 46266C105 17,570 72,509 SH   SOLE   72,509 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,347 20,300 SH   SOLE   20,300 0 0
ITRON INC COM 465741106 5,999 60,000 SH   SOLE   60,000 0 0
J & J SNACK FOODS CORP COM 466032109 26,371 151,200 SH   SOLE   151,200 0 0
J2 GLOBAL INC COM 48123V102 5,406 39,300 SH   SOLE   39,300 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,936 27,600 SH   SOLE   27,600 0 0
JPMORGAN CHASE & CO COM 46625H100 16,021 103,000 SH   SOLE   103,000 0 0
KADANT INC COM 48282T104 2,377 13,500 SH   SOLE   13,500 0 0
LANCASTER COLONY CORP COM 513847103 1,085 5,606 SH   SOLE   5,606 0 0
LANDSTAR SYS INC COM 515098101 5,341 33,800 SH   SOLE   33,800 0 0
LCI INDS COM 50189K103 4,994 38,000 SH   SOLE   38,000 0 0
LENDINGTREE INC NEW COM 52603B107 4,110 19,400 SH   SOLE   19,400 0 0
LENNAR CORP CL A 526057104 10,634 107,038 SH   SOLE   107,038 0 0
LENNOX INTL INC COM 526107107 34,312 97,810 SH   SOLE   97,810 0 0
LHC GROUP INC COM 50187A107 1,622 8,100 SH   SOLE   8,100 0 0
LITHIA MTRS INC COM 536797103 3,267 9,506 SH   SOLE   9,506 0 0
LITTELFUSE INC COM 537008104 2,344 9,200 SH   SOLE   9,200 0 0
LIVEPERSON INC COM 538146101 2,979 47,100 SH   SOLE   47,100 0 0
LYFT INC CL A COM 55087P104 22,075 365,000 SH   SOLE   365,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 62,404 170,929 SH   SOLE   170,929 0 0
MAXIMUS INC COM 577933104 4,215 47,913 SH   SOLE   47,913 0 0
MEDIFAST INC COM 58470H101 1,814 6,411 SH   SOLE   6,411 0 0
MEDPACE HLDGS INC COM 58506Q109 2,455 13,900 SH   SOLE   13,900 0 0
MERCURY SYS INC COM 589378108 3,334 50,300 SH   SOLE   50,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 45,445 32,804 SH   SOLE   32,804 0 0
MICRON TECHNOLOGY INC COM 595112103 16,154 190,089 SH   SOLE   190,089 0 0
MICROSOFT CORP COM 594918104 18,725 69,120 SH   SOLE   69,120 0 0
MONOLITHIC PWR SYS INC COM 609839105 8,053 21,565 SH   SOLE   21,565 0 0
MONRO INC COM 610236101 5,710 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 7,395 34,100 SH   SOLE   34,100 0 0
NEOGEN CORP COM 640491106 6,148 133,532 SH   SOLE   133,532 0 0
NETFLIX INC COM 64110L106 23,257 44,029 SH   SOLE   44,029 0 0
NEXTERA ENERGY INC COM 65339F101 22,119 301,845 SH   SOLE   301,845 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,181 6,000 SH   SOLE   6,000 0 0
NVIDIA CORPORATION COM 67066G104 27,614 34,513 SH   SOLE   34,513 0 0
OMNICELL COM COM 68213N109 8,511 56,200 SH   SOLE   56,200 0 0
OPEN TEXT CORP COM 683715106 1,779 35,024 SH   SOLE   35,024 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,152 3,800 SH   SOLE   3,800 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,870 13,400 SH   SOLE   13,400 0 0
PAYPAL HLDGS INC COM 70450Y103 35,876 123,083 SH   SOLE   123,083 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 27,284 220,000 SH   SOLE   220,000 0 0
PENN NATL GAMING INC COM 707569109 2,058 26,901 SH   SOLE   26,901 0 0
PENNANT GROUP INC COM 70805E109 528 12,900 SH   SOLE   12,900 0 0
PIONEER NAT RES CO COM 723787107 7,313 45,000 SH   SOLE   45,000 0 0
PLANET FITNESS INC CL A 72703H101 2,009 26,700 SH   SOLE   26,700 0 0
POOL CORP COM 73278L105 50,040 109,100 SH   SOLE   109,100 0 0
PRIMERICA INC COM 74164M108 2,787 18,200 SH   SOLE   18,200 0 0
PROGRESSIVE CORP COM 743315103 7,484 76,200 SH   SOLE   76,200 0 0
QUAKER CHEM CORP COM 747316107 6,333 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 19,584 137,015 SH   SOLE   137,015 0 0
QUALYS INC COM 74758T303 3,071 30,500 SH   SOLE   30,500 0 0
RAPID7 INC COM 753422104 4,864 51,400 SH   SOLE   51,400 0 0
RBC BEARINGS INC COM 75524B104 10,470 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 2,009 13,500 SH   SOLE   13,500 0 0
REPUBLIC SVCS INC COM 760759100 42,405 385,467 SH   SOLE   385,467 0 0
REXNORD CORP COM 76169B102 2,052 41,000 SH   SOLE   41,000 0 0
RINGCENTRAL INC CL A 76680R206 18,888 65,001 SH   SOLE   65,001 0 0
RLI CORP COM 749607107 18,303 175,000 SH   SOLE   175,000 0 0
ROGERS CORP COM 775133101 1,867 9,300 SH   SOLE   9,300 0 0
ROLLINS INC COM 775711104 33,445 977,922 SH   SOLE   977,922 0 0
ROPER TECHNOLOGIES INC COM 776696106 78,857 167,710 SH   SOLE   167,710 0 0
RUSH ENTERPRISES INC CL A 781846209 2,504 57,900 SH   SOLE   57,900 0 0
S&P GLOBAL INC COM 78409V104 55,577 135,406 SH   SOLE   135,406 0 0
SALESFORCE COM INC COM 79466L302 72,069 295,037 SH   SOLE   295,037 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 3,658 41,700 SH   SOLE   41,700 0 0
SELECT MED HLDGS CORP COM 81619Q105 1,395 33,000 SH   SOLE   33,000 0 0
SELECTIVE INS GROUP INC COM 816300107 1,250 15,400 SH   SOLE   15,400 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 590 6,815 SH   SOLE   6,815 0 0
SERVICENOW INC COM 81762P102 66,666 121,311 SH   SOLE   121,311 0 0
SHOPIFY INC CL A 82509L107 23,091 15,805 SH   SOLE   15,805 0 0
SIGNET JEWELERS LIMITED SHS G81276100 1,010 12,500 SH   SOLE   12,500 0 0
SILGAN HOLDINGS INC COM 827048109 7,912 190,645 SH   SOLE   190,645 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,793 16,500 SH   SOLE   16,500 0 0
SPLUNK INC COM 848637104 20,530 142,000 SH   SOLE   142,000 0 0
SPS COMM INC COM 78463M107 10,434 104,500 SH   SOLE   104,500 0 0
STAMPS COM INC COM NEW 852857200 5,768 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 14,655 131,067 SH   SOLE   131,067 0 0
STIFEL FINL CORP COM 860630102 12,171 187,650 SH   SOLE   187,650 0 0
STITCH FIX INC COM CL A 860897107 3,349 55,546 SH   SOLE   55,546 0 0
SYNAPTICS INC COM 87157D109 2,645 17,000 SH   SOLE   17,000 0 0
SYNNEX CORP COM 87162W100 3,470 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 22,230 80,605 SH   SOLE   80,605 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 101,064 241,300 SH   SOLE   241,300 0 0
TELEFLEX INCORPORATED COM 879369106 11,813 29,400 SH   SOLE   29,400 0 0
TEXAS ROADHOUSE INC COM 882681109 1,905 19,800 SH   SOLE   19,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 66,704 132,226 SH   SOLE   132,226 0 0
TJX COS INC NEW COM 872540109 34,114 505,994 SH   SOLE   505,994 0 0
TOPBUILD CORP COM 89055F103 4,826 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 11,747 106,912 SH   SOLE   106,912 0 0
TRANSDIGM GROUP INC COM 893641100 65,255 100,812 SH   SOLE   100,812 0 0
TREX CO INC COM 89531P105 6,541 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 1,884 26,000 SH   SOLE   26,000 0 0
TWILIO INC CL A 90138F102 22,075 56,006 SH   SOLE   56,006 0 0
TWITTER INC COM 90184L102 18,925 275,037 SH   SOLE   275,037 0 0
TYLER TECHNOLOGIES INC COM 902252105 46,886 103,646 SH   SOLE   103,646 0 0
U S CONCRETE INC COM 90333L201 1,683 22,800 SH   SOLE   22,800 0 0
U S PHYSICAL THERAPY COM 90337L108 9,015 77,800 SH   SOLE   77,800 0 0
ULTA BEAUTY INC COM 90384S303 16,597 48,000 SH   SOLE   48,000 0 0
UNIFIRST CORP MASS COM 904708104 3,684 15,700 SH   SOLE   15,700 0 0
UNION PAC CORP COM 907818108 46,428 211,102 SH   SOLE   211,102 0 0
UNITEDHEALTH GROUP INC COM 91324P102 7,131 17,808 SH   SOLE   17,808 0 0
VAIL RESORTS INC COM 91879Q109 5,067 16,009 SH   SOLE   16,009 0 0
VERISK ANALYTICS INC COM 92345Y106 20,372 116,600 SH   SOLE   116,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 28,631 142,000 SH   SOLE   142,000 0 0
VISA INC COM CL A 92826C839 33,915 145,047 SH   SOLE   145,047 0 0
VISTA OUTDOOR INC COM 928377100 1,018 22,000 SH   SOLE   22,000 0 0
VISTEON CORP COM NEW 92839U206 1,996 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 4,060 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 60,089 503,135 SH   SOLE   503,135 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 7,755 53,147 SH   SOLE   53,147 0 0
WINGSTOP INC COM 974155103 3,439 21,817 SH   SOLE   21,817 0 0
WOODWARD INC COM 980745103 12,534 102,000 SH   SOLE   102,000 0 0
WORKDAY INC CL A 98138H101 15,759 66,010 SH   SOLE   66,010 0 0
WORKIVA INC COM CL A 98139A105 8,506 76,400 SH   SOLE   76,400 0 0
ZENDESK INC COM 98936J101 12,415 86,015 SH   SOLE   86,015 0 0