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
3M CO COM 88579Y101 30,068 142,698 SH   SOLE   142,698 0 0
51JOB INC SP ADR REP COM 316827104 2,289 29,727 SH   SOLE   29,727 0 0
ABBOTT LABS COM 002824100 243 3,319 SH   SOLE   3,319 0 0
ABBVIE INC COM 00287Y109 40,730 430,636 SH   SOLE   430,636 0 0
ABIOMED INC COM 003654100 25,911 57,613 SH   SOLE   57,613 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 60,830 357,404 SH   SOLE   357,404 0 0
ADIENT PLC ORD SHS G0084W101 8,145 207,198 SH   SOLE   207,198 0 0
ADOBE SYS INC COM 00724F101 230 853 SH   SOLE   853 0 0
ADVANCED ENERGY INDS COM 007973100 3,939 76,269 SH   SOLE   76,269 0 0
AGCO CORP COM 001084102 5,147 84,672 SH   SOLE   84,672 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 26,080 369,716 SH   SOLE   369,716 0 0
ALASKA AIR GROUP INC COM 011659109 15,634 227,040 SH   SOLE   227,040 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,290 44,037 SH   SOLE   44,037 0 0
ALPHABET INC CAP STK CL C 02079K107 148,877 124,743 SH   SOLE   124,743 0 0
ALTRIA GROUP INC COM 02209S103 16,354 271,159 SH   SOLE   271,159 0 0
AMAZON COM INC COM 023135106 16,483 8,229 SH   SOLE   8,229 0 0
AMEDISYS INC COM 023436108 4,407 35,265 SH   SOLE   35,265 0 0
AMERICAN EXPRESS CO COM 025816109 280 2,633 SH   SOLE   2,633 0 0
AMGEN INC COM 031162100 17,232 83,131 SH   SOLE   83,131 0 0
ANTHEM INC COM 036752103 269 982 SH   SOLE   982 0 0
APPLIED MATLS INC COM 038222105 109,238 2,826,332 SH   SOLE   2,826,332 0 0
APTIV PLC SHS G6095L109 1,192 14,211 SH   SOLE   14,211 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 916 10,925 SH   SOLE   10,925 0 0
AT HOME GROUP INC COM 04650Y100 276 8,748 SH   SOLE   8,748 0 0
AUTODESK INC COM 052769106 5,223 33,460 SH   SOLE   33,460 0 0
AUTONATION INC COM 05329W102 6,623 159,408 SH   SOLE   159,408 0 0
AVERY DENNISON CORP COM 053611109 12,286 113,392 SH   SOLE   113,392 0 0
AXOGEN INC COM 05463X106 585 15,878 SH   SOLE   15,878 0 0
AXON ENTERPRISE INC COM 05464C101 3,668 53,609 SH   SOLE   53,609 0 0
BAKER HUGHES A GE CO CL A 05722G100 1,577 46,620 SH   SOLE   46,620 0 0
BANKUNITED INC COM 06652K103 756 21,352 SH   SOLE   21,352 0 0
BEMIS INC COM 081437105 2,836 58,350 SH   SOLE   58,350 0 0
BIOGEN INC COM 09062X103 25,875 73,236 SH   SOLE   73,236 0 0
BJS RESTAURANTS INC COM 09180C106 231 3,195 SH   SOLE   3,195 0 0
BLACKROCK INC COM 09247X101 54,917 116,516 SH   SOLE   116,516 0 0
BOOKING HLDGS INC COM 09857L108 3,589 1,809 SH   SOLE   1,809 0 0
BORGWARNER INC COM 099724106 3,904 91,257 SH   SOLE   91,257 0 0
BRINKER INTL INC COM 109641100 8,011 171,431 SH   SOLE   171,431 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 201 3,235 SH   SOLE   3,235 0 0
BROWN FORMAN CORP CL B 115637209 6,159 121,838 SH   SOLE   121,838 0 0
BWX TECHNOLOGIES INC COM 05605H100 2,128 34,033 SH   SOLE   34,033 0 0
CA INC COM 12673P105 272 6,150 SH   SOLE   6,150 0 0
CABOT CORP COM 127055101 338 5,388 SH   SOLE   5,388 0 0
CADENCE BANCORPORATION CL A 12739A100 278 10,643 SH   SOLE   10,643 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 8,639 133,850 SH   SOLE   133,850 0 0
CANTEL MEDICAL CORP COM 138098108 635 6,893 SH   SOLE   6,893 0 0
CARDINAL HEALTH INC COM 14149Y108 8,488 157,194 SH   SOLE   157,194 0 0
CARGURUS INC COM CL A 141788109 4,576 82,163 SH   SOLE   82,163 0 0
CARMAX INC COM 143130102 17,012 227,830 SH   SOLE   227,830 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 6,895 71,848 SH   SOLE   71,848 0 0
CBRE GROUP INC CL A 12504L109 1,634 37,043 SH   SOLE   37,043 0 0
CERNER CORP COM 156782104 1,786 27,725 SH   SOLE   27,725 0 0
CHEMED CORP NEW COM 16359R103 1,703 5,328 SH   SOLE   5,328 0 0
CHEMOURS CO COM 163851108 2,023 51,302 SH   SOLE   51,302 0 0
CHEVRON CORP NEW COM 166764100 102,408 837,484 SH   SOLE   837,484 0 0
CIENA CORP COM NEW 171779309 294 9,406 SH   SOLE   9,406 0 0
CISCO SYS INC COM 17275R102 69,695 1,432,573 SH   SOLE   1,432,573 0 0
CLOROX CO DEL COM 189054109 22,182 147,479 SH   SOLE   147,479 0 0
CLOUDERA INC COM 18914U100 1,496 84,762 SH   SOLE   84,762 0 0
COCA COLA CO COM 191216100 19,207 415,816 SH   SOLE   415,816 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 43,420 562,795 SH   SOLE   562,795 0 0
COLGATE PALMOLIVE CO COM 194162103 45,365 677,595 SH   SOLE   677,595 0 0
COMMERCE BANCSHARES INC COM 200525103 309 4,684 SH   SOLE   4,684 0 0
CONOCOPHILLIPS COM 20825C104 247 3,197 SH   SOLE   3,197 0 0
CONSTELLATION BRANDS INC CL A 21036P108 74,087 343,602 SH   SOLE   343,602 0 0
COPA HOLDINGS SA CL A P31076105 655 8,201 SH   SOLE   8,201 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 44,487 399,597 SH   SOLE   399,597 0 0
CROWN HOLDINGS INC COM 228368106 6,223 129,654 SH   SOLE   129,654 0 0
CSX CORP COM 126408103 25,136 339,450 SH   SOLE   339,450 0 0
CULLEN FROST BANKERS INC COM 229899109 900 8,621 SH   SOLE   8,621 0 0
CUMMINS INC COM 231021106 30,792 210,804 SH   SOLE   210,804 0 0
DARDEN RESTAURANTS INC COM 237194105 27,071 243,465 SH   SOLE   243,465 0 0
DEERE & CO COM 244199105 34,246 227,805 SH   SOLE   227,805 0 0
DENTSPLY SIRONA INC COM 24906P109 20,910 554,050 SH   SOLE   554,050 0 0
DISCOVERY INC COM SER A 25470F104 14,245 445,166 SH   SOLE   445,166 0 0
DISNEY WALT CO COM DISNEY 254687106 36,135 309,007 SH   SOLE   309,007 0 0
DOMINION ENERGY INC COM 25746U109 916 13,034 SH   SOLE   13,034 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 4,567 32,046 SH   SOLE   32,046 0 0
DYCOM INDS INC COM 267475101 5,419 64,059 SH   SOLE   64,059 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 12,041 229,834 SH   SOLE   229,834 0 0
EAST WEST BANCORP INC COM 27579R104 3,048 50,481 SH   SOLE   50,481 0 0
EASTMAN CHEM CO COM 277432100 17,664 184,541 SH   SOLE   184,541 0 0
EATON VANCE CORP COM NON VTG 278265103 394 7,488 SH   SOLE   7,488 0 0
EBAY INC COM 278642103 5,375 162,787 SH   SOLE   162,787 0 0
ENSCO PLC SHS CLASS A G3157S106 2,056 243,602 SH   SOLE   243,602 0 0
EQUINIX INC COM PAR $0.001 29444U700 27,447 63,404 SH   SOLE   63,404 0 0
EXELON CORP COM 30161N101 1,112 25,460 SH   SOLE   25,460 0 0
F5 NETWORKS INC COM 315616102 222 1,115 SH   SOLE   1,115 0 0
FEDEX CORP COM 31428X106 6,817 28,313 SH   SOLE   28,313 0 0
FIFTH THIRD BANCORP COM 316773100 3,758 134,604 SH   SOLE   134,604 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 17,429 181,549 SH   SOLE   181,549 0 0
FIRST SOLAR INC COM 336433107 6,038 124,693 SH   SOLE   124,693 0 0
FIVE BELOW INC COM 33829M101 19,201 147,633 SH   SOLE   147,633 0 0
FIVE9 INC COM 338307101 4,605 105,396 SH   SOLE   105,396 0 0
FLEX LTD ORD Y2573F102 586 44,651 SH   SOLE   44,651 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 365 12,100 SH   SOLE   12,100 0 0
FLUOR CORP NEW COM 343412102 8,725 150,179 SH   SOLE   150,179 0 0
FORD MTR CO DEL COM PAR $0.01 345370860 31,919 3,450,697 SH   SOLE   3,450,697 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,859 54,595 SH   SOLE   54,595 0 0
FRANKLIN RES INC COM 354613101 3,234 106,352 SH   SOLE   106,352 0 0
FREEPORT-MCMORAN INC CL B 35671D857 19,765 1,419,888 SH   SOLE   1,419,888 0 0
FTI CONSULTING INC COM 302941109 4,139 56,547 SH   SOLE   56,547 0 0
GARMIN LTD SHS H2906T109 8,893 126,950 SH   SOLE   126,950 0 0
GENERAL DYNAMICS CORP COM 369550108 16,225 79,253 SH   SOLE   79,253 0 0
GENERAL MLS INC COM 370334104 36,626 853,350 SH   SOLE   853,350 0 0
GENERAL MTRS CO COM 37045V100 58,704 1,743,509 SH   SOLE   1,743,509 0 0
GLOBUS MED INC CL A 379577208 842 14,838 SH   SOLE   14,838 0 0
GRACO INC COM 384109104 1,110 23,952 SH   SOLE   23,952 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 141 10,081 SH   SOLE   10,081 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 21,098 422,301 SH   SOLE   422,301 0 0
HASBRO INC COM 418056107 18,192 173,055 SH   SOLE   173,055 0 0
HCA HEALTHCARE INC COM 40412C101 18,307 131,588 SH   SOLE   131,588 0 0
HEICO CORP NEW COM 422806109 1,787 19,301 SH   SOLE   19,301 0 0
HELMERICH & PAYNE INC COM 423452101 5,550 80,697 SH   SOLE   80,697 0 0
HERSHEY CO COM 427866108 13,178 129,197 SH   SOLE   129,197 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 7,634 94,504 SH   SOLE   94,504 0 0
HUMANA INC COM 444859102 23,434 69,225 SH   SOLE   69,225 0 0
ILLINOIS TOOL WKS INC COM 452308109 40,491 286,928 SH   SOLE   286,928 0 0
IMMUNOMEDICS INC COM 452907108 2,411 115,766 SH   SOLE   115,766 0 0
INCYTE CORP COM 45337C102 22,618 327,415 SH   SOLE   327,415 0 0
INOGEN INC COM 45780L104 2,428 9,944 SH   SOLE   9,944 0 0
INSPERITY INC COM 45778Q107 5,862 49,698 SH   SOLE   49,698 0 0
INTEL CORP COM 458140100 183,387 3,877,928 SH   SOLE   3,877,928 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 8,646 156,321 SH   SOLE   156,321 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 3,472 46,360 SH   SOLE   46,360 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 5,348 270,808 SH   SOLE   270,808 0 0
IPG PHOTONICS CORP COM 44980X109 18,156 116,332 SH   SOLE   116,332 0 0
IQVIA HLDGS INC COM 46266C105 2,899 22,347 SH   SOLE   22,347 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,102 11,639 SH   SOLE   11,639 0 0
IROBOT CORP COM 462726100 13,001 118,276 SH   SOLE   118,276 0 0
ISHARES TR JPMORGAN USD EMG 464288281 245 2,268 SH   SOLE   2,268 0 0
JACOBS ENGR GROUP INC DEL COM 469814107 13,208 172,654 SH   SOLE   172,654 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 261 9,675 SH   SOLE   9,675 0 0
JOHNSON & JOHNSON COM 478160104 94,086 680,944 SH   SOLE   680,944 0 0
JONES LANG LASALLE INC COM 48020Q107 9,956 68,986 SH   SOLE   68,986 0 0
JUNIPER NETWORKS INC COM 48203R104 2,676 89,300 SH   SOLE   89,300 0 0
KIMBERLY CLARK CORP COM 494368103 39,630 348,732 SH   SOLE   348,732 0 0
LAM RESEARCH CORP COM 512807108 100,123 660,008 SH   SOLE   660,008 0 0
LAMB WESTON HLDGS INC COM 513272104 1,648 24,747 SH   SOLE   24,747 0 0
LAS VEGAS SANDS CORP COM 517834107 23,751 400,320 SH   SOLE   400,320 0 0
LEAR CORP COM NEW 521865204 25,327 174,672 SH   SOLE   174,672 0 0
LEGG MASON INC COM 524901105 1,953 62,544 SH   SOLE   62,544 0 0
LEIDOS HLDGS INC COM 525327102 11,763 170,087 SH   SOLE   170,087 0 0
LENNAR CORP CL A 526057104 8,474 181,493 SH   SOLE   181,493 0 0
LINCOLN NATL CORP IND COM 534187109 15,712 232,215 SH   SOLE   232,215 0 0
LOCKHEED MARTIN CORP COM 539830109 4,607 13,317 SH   SOLE   13,317 0 0
LOWES COS INC COM 548661107 87,241 759,809 SH   SOLE   759,809 0 0
MANPOWERGROUP INC COM 56418H100 12,642 147,067 SH   SOLE   147,067 0 0
MARATHON OIL CORP COM 565849106 274 11,786 SH   SOLE   11,786 0 0
MARRIOTT INTL INC NEW CL A 571903202 51,062 386,744 SH   SOLE   386,744 0 0
MASTERCARD INCORPORATED CL A 57636Q104 332 1,490 SH   SOLE   1,490 0 0
MATCH GROUP INC COM 57665R106 14,250 246,065 SH   SOLE   246,065 0 0
MCKESSON CORP COM 58155Q103 35,785 269,772 SH   SOLE   269,772 0 0
MEDPACE HLDGS INC COM 58506Q109 3,288 54,880 SH   SOLE   54,880 0 0
MGM RESORTS INTERNATIONAL COM 552953101 42,295 1,515,390 SH   SOLE   1,515,390 0 0
MICRO FOCUS INTERNATIONAL PL SPON ADR NEW 594837304 916 49,590 SH   SOLE   49,590 0 0
MICROSOFT CORP COM 594918104 74,827 654,257 SH   SOLE   654,257 0 0
MKS INSTRUMENT INC COM 55306N104 10,609 132,367 SH   SOLE   132,367 0 0
MOHAWK INDS INC COM 608190104 13,036 74,341 SH   SOLE   74,341 0 0
MOLINA HEALTHCARE INC COM 60855R100 705 4,741 SH   SOLE   4,741 0 0
MOLSON COORS BREWING CO CL B 60871R209 7,316 118,960 SH   SOLE   118,960 0 0
MYRIAD GENETICS INC COM 62855J104 4,058 88,221 SH   SOLE   88,221 0 0
NATIONAL INSTRS CORP COM 636518102 1,615 33,416 SH   SOLE   33,416 0 0
NETAPP INC COM 64110D104 23,294 271,207 SH   SOLE   271,207 0 0
NETFLIX INC COM 64110L106 13,338 35,650 SH   SOLE   35,650 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 5,595 75,598 SH   SOLE   75,598 0 0
NEW RELIC INC COM 64829B100 961 10,198 SH   SOLE   10,198 0 0
NEXTERA ENERGY INC COM 65339F101 315 1,877 SH   SOLE   1,877 0 0
NIKE INC CL B 654106103 10,653 125,747 SH   SOLE   125,747 0 0
NORDSTROM INC COM 655664100 23,875 399,179 SH   SOLE   399,179 0 0
NORTHROP GRUMMAN CORP COM 666807102 68,701 216,471 SH   SOLE   216,471 0 0
NOVO-NORDISK A S ADR 670100205 814 17,263 SH   SOLE   17,263 0 0
NUVASIVE INC COM 670704105 796 11,216 SH   SOLE   11,216 0 0
NVIDIA CORP COM 67066G104 185,229 659,131 SH   SOLE   659,131 0 0
NVR INC COM 62944T105 3,084 1,248 SH   SOLE   1,248 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 222 2,698 SH   SOLE   2,698 0 0
OKTA INC CL A 679295105 18,947 269,286 SH   SOLE   269,286 0 0
OLD DOMINION FGHT LINES INC COM 679580100 2,848 17,658 SH   SOLE   17,658 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 5,681 59,116 SH   SOLE   59,116 0 0
OMNICOM GROUP INC COM 681919106 26,106 383,803 SH   SOLE   383,803 0 0
OWENS CORNING NEW COM 690742101 18,781 346,057 SH   SOLE   346,057 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 2,759 56,126 SH   SOLE   56,126 0 0
PATTERSON COMPANIES INC COM 703395103 1,877 76,769 SH   SOLE   76,769 0 0
PAYCOM SOFTWARE INC COM 70432V102 17,136 110,264 SH   SOLE   110,264 0 0
PEPSICO INC COM 713448108 103,069 921,908 SH   SOLE   921,908 0 0
PERRIGO CO PLC SHS G97822103 4,189 59,168 SH   SOLE   59,168 0 0
PG&E CORP COM 69331C108 3,951 85,862 SH   SOLE   85,862 0 0
PHILIP MORRIS INTL INC COM 718172109 58,751 720,517 SH   SOLE   720,517 0 0
PHILLIPS 66 COM 718546104 32,158 285,290 SH   SOLE   285,290 0 0
PIONEER NAT RES CO COM 723787107 35,324 202,791 SH   SOLE   202,791 0 0
POLARIS INDS INC COM 731068102 275 2,720 SH   SOLE   2,720 0 0
PREMIER INC CL A 74051N102 1,543 33,706 SH   SOLE   33,706 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 13,979 238,582 SH   SOLE   238,582 0 0
PROGRESSIVE CORP OHIO COM 743315103 16,473 231,883 SH   SOLE   231,883 0 0
PRUDENTIAL FINL INC COM 744320102 35,125 346,678 SH   SOLE   346,678 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 4,523 85,680 SH   SOLE   85,680 0 0
PULTE GROUP INC COM 745867101 16,180 653,190 SH   SOLE   653,190 0 0
PURE STORAGE INC CL A 74624M102 969 37,342 SH   SOLE   37,342 0 0
RAYTHEON CO COM NEW 755111507 11,170 54,051 SH   SOLE   54,051 0 0
REALOGY HLDGS CORP COM 75605Y106 771 37,335 SH   SOLE   37,335 0 0
REGENXBIO INC COM 75901B107 3,121 41,342 SH   SOLE   41,342 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 4,108 28,417 SH   SOLE   28,417 0 0
ROCKWELL AUTOMATION INC COM 773903109 36,053 192,262 SH   SOLE   192,262 0 0
ROWAN COMPANIES PLC SHS CL A G7665A101 2,108 111,953 SH   SOLE   111,953 0 0
RPC INC COM 749660106 534 34,514 SH   SOLE   34,514 0 0
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203 3,179 33,105 SH   SOLE   33,105 0 0
SALESFORCE COM INC COM 79466L302 216 1,360 SH   SOLE   1,360 0 0
SANDERSON FARMS INC COM 800013104 4,951 47,897 SH   SOLE   47,897 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 24,815 154,483 SH   SOLE   154,483 0 0
SCHLUMBERGER LTD COM 806857108 50,132 822,923 SH   SOLE   822,923 0 0
SCHWAB CHARLES CORP NEW COM 808513105 19,201 390,667 SH   SOLE   390,667 0 0
SCIENTIFIC GAMES CORP COM 80874P109 2,703 106,409 SH   SOLE   106,409 0 0
SEAWORLD ENTMT INC COM 81282V100 1,163 37,012 SH   SOLE   37,012 0 0
SEI INVESTMENTS CO COM 784117103 4,087 66,893 SH   SOLE   66,893 0 0
SEMTECH CORP COM 816850101 1,283 23,079 SH   SOLE   23,079 0 0
SHUTTERFLY INC COM 82568P304 2,809 42,635 SH   SOLE   42,635 0 0
SIGNET JEWELERS LIMITED SHS G81276100 356 5,400 SH   SOLE   5,400 0 0
SILICON LABORATORIES INC COM 826919102 782 8,521 SH   SOLE   8,521 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101 1,169 40,691 SH   SOLE   40,691 0 0
SMITH A O COM 831865209 12,239 229,315 SH   SOLE   229,315 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 366 2,559 SH   SOLE   2,559 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 8,616 228,855 SH   SOLE   228,855 0 0
SONIC CORP COM 835451105 3,547 81,837 SH   SOLE   81,837 0 0
SOUTHWEST AIRLS CO COM 844741108 53,178 851,531 SH   SOLE   851,531 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 8,549 75,812 SH   SOLE   75,812 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 312 3,406 SH   SOLE   3,406 0 0
SQUARE INC CL A 852234103 146,606 1,480,721 SH   SOLE   1,480,721 0 0
STAMPS COM INC COM NEW 852857200 765 3,380 SH   SOLE   3,380 0 0
STARS GROUP INC COM 85570W100 5,739 230,484 SH   SOLE   230,484 0 0
STEEL DYNAMICS INC COM 858119100 278 6,149 SH   SOLE   6,149 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 589 32,100 SH   SOLE   32,100 0 0
SUMMIT MATLS INC CL A 86614U100 2,748 151,136 SH   SOLE   151,136 0 0
SVB FINL GROUP COM 78486Q101 23,911 76,926 SH   SOLE   76,926 0 0
SYMANTEC CORP COM 871503108 31,483 1,479,471 SH   SOLE   1,479,471 0 0
SYNNEX CORP COM 87162W100 2,851 33,665 SH   SOLE   33,665 0 0
SYNOPSYS INC COM 871607107 1,248 12,657 SH   SOLE   12,657 0 0
SYSCO CORP COM 871829107 19,992 272,927 SH   SOLE   272,927 0 0
TABULA RASA HEALTHCARE INC COM 873379101 1,989 24,502 SH   SOLE   24,502 0 0
TAL ED GROUP SPONSORED ADS 874080104 31,426 1,222,316 SH   SOLE   1,222,316 0 0
TATA MTRS LTD SPONSORED ADR 876568502 3,596 234,126 SH   SOLE   234,126 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 4,252 80,483 SH   SOLE   80,483 0 0
TENNECO INC COM 880349105 507 12,038 SH   SOLE   12,038 0 0
TEREX CORP NEW COM 880779103 669 16,757 SH   SOLE   16,757 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 301 3,646 SH   SOLE   3,646 0 0
TEXAS INSTRS INC COM 882508104 60,548 564,337 SH   SOLE   564,337 0 0
THE TRADE DESK INC COM CL A 88339J105 15,338 101,640 SH   SOLE   101,640 0 0
TIFFANY & CO NEW COM 886547108 33,564 260,250 SH   SOLE   260,250 0 0
TOLL BROTHERS INC COM 889478103 6,572 198,969 SH   SOLE   198,969 0 0
TOPBUILD CORP COM 89055F103 1,888 33,222 SH   SOLE   33,222 0 0
TORO CO COM 891092108 251 4,182 SH   SOLE   4,182 0 0
TRANSUNION COM 89400J107 3,660 49,735 SH   SOLE   49,735 0 0
TREX CO INC COM 89531P105 5,416 70,361 SH   SOLE   70,361 0 0
TRI POINTE GROUP INC COM 87265H109 435 35,075 SH   SOLE   35,075 0 0
TRIPADVISOR INC COM 896945201 9,677 189,484 SH   SOLE   189,484 0 0
TUPPERWARE BRANDS CORP COM 899896104 5,449 162,897 SH   SOLE   162,897 0 0
ULTA BEAUTY INC COM 90384S303 23,461 83,161 SH   SOLE   83,161 0 0
UNITED PARCEL SERVICE INC CL B 911312106 22,523 192,919 SH   SOLE   192,919 0 0
UNITEDHEALTH GROUP INC COM 91324P102 309 1,163 SH   SOLE   1,163 0 0
UNUM GROUP COM 91529Y106 8,050 206,030 SH   SOLE   206,030 0 0
USANA HEALTH SCIENCES INC COM 90328M107 3,221 26,718 SH   SOLE   26,718 0 0
VALERO ENERGY CORP NEW COM 91913Y100 48,102 422,877 SH   SOLE   422,877 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 50,113 1,222,268 SH   SOLE   1,222,268 0 0
VARIAN MED SYS INC COM 92220P105 13,422 119,916 SH   SOLE   119,916 0 0
VEEVA SYS INC CL A COM 922475108 17,403 159,851 SH   SOLE   159,851 0 0
VIKING THERAPEUTICS INC COM 92686J106 217 12,438 SH   SOLE   12,438 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 4,840 775,604 SH   SOLE   775,604 0 0
VIRTU FINL INC CL A 928254101 1,557 76,116 SH   SOLE   76,116 0 0
VISTEON CORP COM NEW 92839U206 4,114 44,288 SH   SOLE   44,288 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1,650 76,017 SH   SOLE   76,017 0 0
VULCAN MATLS CO COM 929160109 664 5,970 SH   SOLE   5,970 0 0
W & T OFFSHORE INC COM 92922P106 1,030 106,827 SH   SOLE   106,827 0 0
WATERS CORP COM 941848103 3,877 19,916 SH   SOLE   19,916 0 0
WEIBO CORP SPONSORED ADR 948596101 816 11,164 SH   SOLE   11,164 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 22,589 70,484 SH   SOLE   70,484 0 0
WESTLAKE CHEM CORP COM 960413102 9,147 110,057 SH   SOLE   110,057 0 0
WEYERHAEUSER CO COM 962166104 24,904 771,750 SH   SOLE   771,750 0 0
WHIRLPOOL CORP COM 963320106 27,770 233,850 SH   SOLE   233,850 0 0
WINGSTOP INC COM 974155103 3,350 49,076 SH   SOLE   49,076 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 1,229 28,336 SH   SOLE   28,336 0 0
WYNN RESORTS LTD COM 983134107 23,447 184,532 SH   SOLE   184,532 0 0
XILINX INC COM 983919101 18,473 230,427 SH   SOLE   230,427 0 0
YUM BRANDS INC COM 988498101 233 2,562 SH   SOLE   2,562 0 0