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 7,805 119,447 SH   SOLE   119,447 0 0
ABM INDS INC COM 000957100 405 9,000 SH   SOLE   9,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 52,040 162,666 SH   SOLE   162,666 0 0
ACI WORLDWIDE INC COM 004498101 2,437 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 25,539 330,000 SH   SOLE   330,000 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 60,974 105,909 SH   SOLE   105,909 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,350 31,000 SH   SOLE   31,000 0 0
ALARM COM HLDGS INC COM 011642105 2,862 36,600 SH   SOLE   36,600 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 13,183 89,047 SH   SOLE   89,047 0 0
ALLEGHANY CORP MD COM 017175100 4,933 7,900 SH   SOLE   7,900 0 0
ALPHABET INC CAP STK CL A 02079K305 35,825 13,400 SH   SOLE   13,400 0 0
AMAZON COM INC COM 023135106 46,014 14,007 SH   SOLE   14,007 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 30,211 240,092 SH   SOLE   240,092 0 0
AMERICAN TOWER CORP NEW COM 03027X100 14,493 54,605 SH   SOLE   54,605 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 222 3,400 SH   SOLE   3,400 0 0
AMETEK INC COM 031100100 4,343 35,023 SH   SOLE   35,023 0 0
ANSYS INC COM 03662Q105 42,624 125,200 SH   SOLE   125,200 0 0
AON PLC SHS CL A G0403H108 27,124 94,916 SH   SOLE   94,916 0 0
APPLE INC COM 037833100 26,193 185,110 SH   SOLE   185,110 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 2,100 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 23,058 193,200 SH   SOLE   193,200 0 0
ARCH CAP GROUP LTD ORD G0450A105 27,280 714,500 SH   SOLE   714,500 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 4,309 21,900 SH   SOLE   21,900 0 0
ASGN INC COM 00191U102 1,674 14,800 SH   SOLE   14,800 0 0
AUTOZONE INC COM 053332102 4,754 2,800 SH   SOLE   2,800 0 0
BALCHEM CORP COM 057665200 3,743 25,800 SH   SOLE   25,800 0 0
BALL CORP COM 058498106 17,480 194,292 SH   SOLE   194,292 0 0
BERKLEY W R CORP COM 084423102 33,372 456,022 SH   SOLE   456,022 0 0
BIO RAD LABS INC CL A 090572207 10,150 13,607 SH   SOLE   13,607 0 0
BIOGEN INC COM 09062X103 10,475 37,015 SH   SOLE   37,015 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 39,867 287,000 SH   SOLE   287,000 0 0
BK OF AMERICA CORP COM 060505104 20,376 480,000 SH   SOLE   480,000 0 0
BLACKSTONE INC COM 09260D107 17,684 152,000 SH   SOLE   152,000 0 0
BROADCOM INC COM 11135F101 7,279 15,010 SH   SOLE   15,010 0 0
CACI INTL INC CL A 127190304 1,389 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 65,543 432,800 SH   SOLE   432,800 0 0
CALAVO GROWERS INC COM 128246105 2,264 59,200 SH   SOLE   59,200 0 0
CARLISLE COS INC COM 142339100 6,600 33,200 SH   SOLE   33,200 0 0
CAVCO INDS INC DEL COM 149568107 4,924 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 24,962 294,500 SH   SOLE   294,500 0 0
CHARLES RIV LABS INTL INC COM 159864107 7,015 17,000 SH   SOLE   17,000 0 0
CHEMED CORP NEW COM 16359R103 44,372 95,400 SH   SOLE   95,400 0 0
CHURCH & DWIGHT INC COM 171340102 39,868 482,837 SH   SOLE   482,837 0 0
CHURCHILL DOWNS INC COM 171484108 35,627 148,395 SH   SOLE   148,395 0 0
CINTAS CORP COM 172908105 54,654 143,577 SH   SOLE   143,577 0 0
CONCENTRIX CORP COM 20602D101 5,045 28,500 SH   SOLE   28,500 0 0
CONMED CORP COM 207410101 2,970 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 10,324 49,000 SH   SOLE   49,000 0 0
COOPER COS INC COM NEW 216648402 10,210 24,703 SH   SOLE   24,703 0 0
COPART INC COM 217204106 7,839 56,509 SH   SOLE   56,509 0 0
COSTAR GROUP INC COM 22160N109 8,864 103,000 SH   SOLE   103,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 35,233 78,409 SH   SOLE   78,409 0 0
CROCS INC COM 227046109 10,288 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 16,221 66,000 SH   SOLE   66,000 0 0
DANAHER CORPORATION COM 235851102 89,943 295,437 SH   SOLE   295,437 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 724 18,900 SH   SOLE   18,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 7,244 170,000 SH   SOLE   170,000 0 0
DEXCOM INC COM 252131107 21,328 39,000 SH   SOLE   39,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 19,218 203,000 SH   SOLE   203,000 0 0
DISNEY WALT CO COM 254687106 10,160 60,057 SH   SOLE   60,057 0 0
DOLLAR GEN CORP NEW COM 256677105 10,841 51,105 SH   SOLE   51,105 0 0
DOMINOS PIZZA INC COM 25754A201 12,069 25,303 SH   SOLE   25,303 0 0
DRAFTKINGS INC COM CL A 26142R104 13,966 290,000 SH   SOLE   290,000 0 0
DYCOM INDS INC COM 267475101 1,777 24,939 SH   SOLE   24,939 0 0
ECOLAB INC COM 278865100 34,047 163,200 SH   SOLE   163,200 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 12,794 113,010 SH   SOLE   113,010 0 0
EHEALTH INC COM 28238P109 984 24,300 SH   SOLE   24,300 0 0
ENERSYS COM 29275Y102 6,382 85,736 SH   SOLE   85,736 0 0
ENOVA INTL INC COM 29357K103 1,199 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 2,300 26,400 SH   SOLE   26,400 0 0
ENSIGN GROUP INC COM 29358P101 5,340 71,300 SH   SOLE   71,300 0 0
EPAM SYS INC COM 29414B104 16,545 29,002 SH   SOLE   29,002 0 0
EPLUS INC COM 294268107 9,635 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 5,195 20,500 SH   SOLE   20,500 0 0
EQUINIX INC COM 29444U700 17,067 21,600 SH   SOLE   21,600 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 28,585 366,000 SH   SOLE   366,000 0 0
EVERBRIDGE INC COM 29978A104 8,262 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 31,021 325,000 SH   SOLE   325,000 0 0
EXELIXIS INC COM 30161Q104 41,223 1,950,000 SH   SOLE   1,950,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 10,613 86,200 SH   SOLE   86,200 0 0
EXPONENT INC COM 30214U102 37,396 330,500 SH   SOLE   330,500 0 0
FABRINET SHS G3323L100 2,358 23,000 SH   SOLE   23,000 0 0
FACEBOOK INC CL A 30303M102 35,320 104,069 SH   SOLE   104,069 0 0
FAIR ISAAC CORP COM 303250104 38,480 96,700 SH   SOLE   96,700 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 20,856 171,404 SH   SOLE   171,404 0 0
FIRST FINL BANKSHARES INC COM 32020R109 9,488 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 48,046 442,819 SH   SOLE   442,819 0 0
FIVE9 INC COM 338307101 13,402 83,900 SH   SOLE   83,900 0 0
FTI CONSULTING INC COM 302941109 4,876 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 32,941 108,400 SH   SOLE   108,400 0 0
GATX CORP COM 361448103 1,030 11,500 SH   SOLE   11,500 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 11,466 450,000 SH   SOLE   450,000 0 0
GLOBAL PMTS INC COM 37940X102 7,231 45,887 SH   SOLE   45,887 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 4,968 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 34,952 265,051 SH   SOLE   265,051 0 0
HELEN OF TROY LTD COM G4388N106 5,168 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 16,604 101,208 SH   SOLE   101,208 0 0
HILTON GRAND VACATIONS INC COM 43283X105 852 17,900 SH   SOLE   17,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,134 54,000 SH   SOLE   54,000 0 0
HOME DEPOT INC COM 437076102 6,565 20,000 SH   SOLE   20,000 0 0
ICU MED INC COM 44930G107 6,745 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167R104 624 3,014 SH   SOLE   3,014 0 0
IDEXX LABS INC COM 45168D104 58,585 94,204 SH   SOLE   94,204 0 0
IHS MARKIT LTD SHS G47567105 23,214 199,054 SH   SOLE   199,054 0 0
INSPERITY INC COM 45778Q107 2,348 21,200 SH   SOLE   21,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 9,801 660,000 SH   SOLE   660,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 35,815 311,923 SH   SOLE   311,923 0 0
INTUIT COM 461202103 63,784 118,225 SH   SOLE   118,225 0 0
IQVIA HLDGS INC COM 46266C105 17,369 72,508 SH   SOLE   72,508 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,189 20,300 SH   SOLE   20,300 0 0
ITRON INC COM 465741106 4,538 60,000 SH   SOLE   60,000 0 0
J & J SNACK FOODS CORP COM 466032109 23,106 151,200 SH   SOLE   151,200 0 0
J2 GLOBAL INC COM 48123V102 5,369 39,300 SH   SOLE   39,300 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 3,879 27,600 SH   SOLE   27,600 0 0
JPMORGAN CHASE & CO COM 46625H100 15,059 92,000 SH   SOLE   92,000 0 0
KADANT INC COM 48282T104 2,755 13,500 SH   SOLE   13,500 0 0
LANCASTER COLONY CORP COM 513847103 946 5,606 SH   SOLE   5,606 0 0
LANDSTAR SYS INC COM 515098101 5,334 33,800 SH   SOLE   33,800 0 0
LCI INDS COM 50189K103 5,119 38,021 SH   SOLE   38,021 0 0
LENDINGTREE INC NEW COM 52603B107 2,713 19,400 SH   SOLE   19,400 0 0
LENNAR CORP CL A 526057104 9,372 100,038 SH   SOLE   100,038 0 0
LENNOX INTL INC COM 526107107 28,773 97,810 SH   SOLE   97,810 0 0
LHC GROUP INC COM 50187A107 1,271 8,100 SH   SOLE   8,100 0 0
LITHIA MTRS INC COM 536797103 3,014 9,506 SH   SOLE   9,506 0 0
LITTELFUSE INC COM 537008104 2,514 9,200 SH   SOLE   9,200 0 0
LIVEPERSON INC COM 538146101 2,777 47,100 SH   SOLE   47,100 0 0
LYFT INC CL A COM 55087P104 23,848 445,000 SH   SOLE   445,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104 59,429 170,931 SH   SOLE   170,931 0 0
MAXIMUS INC COM 577933104 3,985 47,900 SH   SOLE   47,900 0 0
MEDIFAST INC COM 58470H101 1,235 6,411 SH   SOLE   6,411 0 0
MEDPACE HLDGS INC COM 58506Q109 2,726 14,400 SH   SOLE   14,400 0 0
MERCURY SYS INC COM 589378108 2,385 50,300 SH   SOLE   50,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 43,943 31,904 SH   SOLE   31,904 0 0
MICRON TECHNOLOGY INC COM 595112103 13,494 190,109 SH   SOLE   190,109 0 0
MICROSOFT CORP COM 594918104 19,195 68,087 SH   SOLE   68,087 0 0
MONOLITHIC PWR SYS INC COM 609839105 10,452 21,565 SH   SOLE   21,565 0 0
MONRO INC COM 610236101 5,170 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 7,922 34,100 SH   SOLE   34,100 0 0
NEOGEN CORP COM 640491106 8,550 196,862 SH   SOLE   196,862 0 0
NETFLIX INC COM 64110L106 26,261 43,027 SH   SOLE   43,027 0 0
NEXTERA ENERGY INC COM 65339F101 23,699 301,818 SH   SOLE   301,818 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,161 6,000 SH   SOLE   6,000 0 0
NVIDIA CORPORATION COM 67066G104 27,771 134,054 SH   SOLE   134,054 0 0
OMNICELL COM COM 68213N109 8,342 56,200 SH   SOLE   56,200 0 0
OPEN TEXT CORP COM 683715106 1,707 35,024 SH   SOLE   35,024 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 2,322 3,800 SH   SOLE   3,800 0 0
PAYCOM SOFTWARE INC COM 70432V102 6,643 13,400 SH   SOLE   13,400 0 0
PAYPAL HLDGS INC COM 70450Y103 30,463 117,070 SH   SOLE   117,070 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 19,151 220,000 SH   SOLE   220,000 0 0
PENN NATL GAMING INC COM 707569109 1,949 26,900 SH   SOLE   26,900 0 0
PENNANT GROUP INC COM 70805E109 362 12,900 SH   SOLE   12,900 0 0
PIONEER NAT RES CO COM 723787107 8,326 50,000 SH   SOLE   50,000 0 0
PLANET FITNESS INC CL A 72703H101 2,097 26,700 SH   SOLE   26,700 0 0
POOL CORP COM 73278L105 42,355 97,500 SH   SOLE   97,500 0 0
PRIMERICA INC COM 74164M108 2,796 18,200 SH   SOLE   18,200 0 0
PROGRESSIVE CORP COM 743315103 6,888 76,200 SH   SOLE   76,200 0 0
QUAKER CHEM CORP COM 747316107 6,347 26,700 SH   SOLE   26,700 0 0
QUALCOMM INC COM 747525103 21,671 168,015 SH   SOLE   168,015 0 0
QUALYS INC COM 74758T303 3,394 30,500 SH   SOLE   30,500 0 0
RAPID7 INC COM 753422104 5,809 51,400 SH   SOLE   51,400 0 0
RBC BEARINGS INC COM 75524B104 11,141 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HLDGS LTD COM G7496G103 1,882 13,500 SH   SOLE   13,500 0 0
REPUBLIC SVCS INC COM 760759100 46,279 385,467 SH   SOLE   385,467 0 0
REXNORD CORP COM 76169B102 2,636 41,000 SH   SOLE   41,000 0 0
RINGCENTRAL INC CL A 76680R206 14,138 65,000 SH   SOLE   65,000 0 0
RLI CORP COM 749607107 17,547 175,000 SH   SOLE   175,000 0 0
ROGERS CORP COM 775133101 1,734 9,300 SH   SOLE   9,300 0 0
ROLLINS INC COM 775711104 34,550 977,922 SH   SOLE   977,922 0 0
ROPER TECHNOLOGIES INC COM 776696106 74,820 167,710 SH   SOLE   167,710 0 0
RUSH ENTERPRISES INC CL A 781846209 2,615 57,900 SH   SOLE   57,900 0 0
S&P GLOBAL INC COM 78409V104 57,538 135,418 SH   SOLE   135,418 0 0
SALESFORCE COM INC COM 79466L302 78,935 291,035 SH   SOLE   291,035 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107 3,568 41,700 SH   SOLE   41,700 0 0
SELECT MED HLDGS CORP COM 81619Q105 1,374 38,000 SH   SOLE   38,000 0 0
SELECTIVE INS GROUP INC COM 816300107 1,692 22,400 SH   SOLE   22,400 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 621 6,815 SH   SOLE   6,815 0 0
SERVICENOW INC COM 81762P102 74,244 119,311 SH   SOLE   119,311 0 0
SHOPIFY INC CL A 82509L107 20,886 15,405 SH   SOLE   15,405 0 0
SIGNET JEWELERS LIMITED SHS G81276100 987 12,500 SH   SOLE   12,500 0 0
SILGAN HOLDINGS INC COM 827048109 7,311 190,600 SH   SOLE   190,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 3,291 16,500 SH   SOLE   16,500 0 0
SPLUNK INC COM 848637104 17,220 119,000 SH   SOLE   119,000 0 0
SPS COMM INC COM 78463M107 16,857 104,500 SH   SOLE   104,500 0 0
STAMPS COM INC COM NEW 852857200 9,498 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 14,457 131,062 SH   SOLE   131,062 0 0
STIFEL FINL CORP COM 860630102 12,753 187,650 SH   SOLE   187,650 0 0
STITCH FIX INC COM CL A 860897107 2,219 55,546 SH   SOLE   55,546 0 0
STRYKER CORPORATION COM 863667101 4,747 18,000 SH   SOLE   18,000 0 0
SYNAPTICS INC COM 87157D109 3,055 17,000 SH   SOLE   17,000 0 0
SYNNEX CORP COM 87162W100 2,967 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 24,132 80,600 SH   SOLE   80,600 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 96,441 224,500 SH   SOLE   224,500 0 0
TELEFLEX INCORPORATED COM 879369106 7,606 20,200 SH   SOLE   20,200 0 0
TEXAS ROADHOUSE INC COM 882681109 1,808 19,800 SH   SOLE   19,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 75,541 132,220 SH   SOLE   132,220 0 0
TJX COS INC NEW COM 872540109 33,385 505,994 SH   SOLE   505,994 0 0
TOPBUILD CORP COM 89055F103 4,997 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 10,257 105,300 SH   SOLE   105,300 0 0
TRANSDIGM GROUP INC COM 893641100 62,964 100,812 SH   SOLE   100,812 0 0
TREX CO INC COM 89531P105 6,524 64,000 SH   SOLE   64,000 0 0
TRINET GROUP INC COM 896288107 3,187 33,700 SH   SOLE   33,700 0 0
TWILIO INC CL A 90138F102 17,874 56,022 SH   SOLE   56,022 0 0
TWITTER INC COM 90184L102 16,011 265,125 SH   SOLE   265,125 0 0
TYLER TECHNOLOGIES INC COM 902252105 47,537 103,645 SH   SOLE   103,645 0 0
U S PHYSICAL THERAPY COM 90337L108 8,605 77,800 SH   SOLE   77,800 0 0
ULTA BEAUTY INC COM 90384S303 16,602 46,000 SH   SOLE   46,000 0 0
UNIFIRST CORP MASS COM 904708104 3,444 16,200 SH   SOLE   16,200 0 0
UNION PAC CORP COM 907818108 41,378 211,100 SH   SOLE   211,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 6,956 17,803 SH   SOLE   17,803 0 0
VAIL RESORTS INC COM 91879Q109 5,348 16,009 SH   SOLE   16,009 0 0
VERISK ANALYTICS INC COM 92345Y106 23,351 116,600 SH   SOLE   116,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19,590 108,000 SH   SOLE   108,000 0 0
VISA INC COM CL A 92826C839 31,418 141,048 SH   SOLE   141,048 0 0
VISTA OUTDOOR INC COM 928377100 887 22,000 SH   SOLE   22,000 0 0
VISTEON CORP COM NEW 92839U206 1,557 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 4,415 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 63,360 503,135 SH   SOLE   503,135 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 8,935 53,154 SH   SOLE   53,154 0 0
WINGSTOP INC COM 974155103 3,576 21,817 SH   SOLE   21,817 0 0
WOODWARD INC COM 980745103 11,546 102,000 SH   SOLE   102,000 0 0
WORKDAY INC CL A 98138H101 15,246 61,010 SH   SOLE   61,010 0 0
WORKIVA INC COM CL A 98139A105 10,769 76,400 SH   SOLE   76,400 0 0