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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   2,076,170 10,896 SH   SOLE   0 0 10,896
AAON INC COM PAR $0.004 000360206   1,897,432 54,120 SH   SOLE   0 0 54,120
ABB LTD SPONSORED ADR 000375204   1,032,475 54,312 SH   SOLE   0 0 54,312
ABBOTT LABS COM 002824100   1,731,609 23,940 SH   SOLE   0 0 23,940
ABBVIE INC COM 00287Y109   2,336,589 25,345 SH   SOLE   0 0 25,345
ADOBE INC COM 00724F101   935,830 4,136 SH   SOLE   0 0 4,136
ADVANCED MICRO DEVICES INC COM 007903107   1,058,171 57,322 SH   SOLE   0 0 57,322
AGREE REALTY CORP COM 008492100   308,571 5,219 SH   SOLE   0 0 5,219
AIR PRODS & CHEMS INC COM 009158106   2,101,498 13,130 SH   SOLE   0 0 13,130
AKAMAI TECHNOLOGIES INC COM 00971T101   543,022 8,890 SH   SOLE   0 0 8,890
ALEXION PHARMACEUTICALS INC COM 015351109   225,381 2,315 SH   SOLE   0 0 2,315
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   382,902 2,793 SH   SOLE   0 0 2,793
ALIGN TECHNOLOGY INC COM 016255101   695,517 3,321 SH   SOLE   0 0 3,321
ALLEGION PUB LTD CO ORD SHS G0176J109   443,188 5,560 SH   SOLE   0 0 5,560
ALPHABET INC CAP STK CL A 02079K305   3,785,882 3,623 SH   SOLE   0 0 3,623
AMAZON COM INC COM 023135106   2,746,692 1,829 SH   SOLE   0 0 1,829
AMBARELLA INC SHS G037AX101   299,424 8,560 SH   SOLE   0 0 8,560
AMERICAN TOWER CORP NEW COM 03027X100   1,132,307 7,158 SH   SOLE   0 0 7,158
AMGEN INC COM 031162100   766,734 3,939 SH   SOLE   0 0 3,939
AMN HEALTHCARE SERVICES INC COM 001744101   1,097,628 19,372 SH   SOLE   0 0 19,372
AMPHENOL CORP NEW CL A 032095101   620,233 7,655 SH   SOLE   0 0 7,655
ANALOG DEVICES INC COM 032654105   372,845 4,344 SH   SOLE   0 0 4,344
ANGIODYNAMICS INC COM 03475V101   256,544 12,744 SH   SOLE   0 0 12,744
ANSYS INC COM 03662Q105   1,166,841 8,163 SH   SOLE   0 0 8,163
APPLE INC COM 037833100   6,082,858 38,563 SH   SOLE   0 0 38,563
APPLIED MATLS INC COM 038222105   1,631,853 49,843 SH   SOLE   0 0 49,843
APTIV PLC SHS G6095L109   261,734 4,251 SH   SOLE   0 0 4,251
ARCHER DANIELS MIDLAND CO COM 039483102   1,124,344 27,443 SH   SOLE   0 0 27,443
ARISTA NETWORKS INC COM 040413106   546,556 2,594 SH   SOLE   0 0 2,594
ARMSTRONG WORLD INDS INC NEW COM 04247X102   671,161 11,530 SH   SOLE   0 0 11,530
ASML HOLDING N V N Y REGISTRY SHS N07059210   793,461 5,099 SH   SOLE   0 0 5,099
ASPEN TECHNOLOGY INC COM 045327103   1,450,961 17,656 SH   SOLE   0 0 17,656
ASTRAZENECA PLC SPONSORED ADR 046353108   895,352 23,574 SH   SOLE   0 0 23,574
ATLASSIAN CORP PLC CL A G06242104   338,213 3,801 SH   SOLE   0 0 3,801
AUTOHOME INC SP ADR RP CL A 05278C107   3,060,388 39,120 SH   SOLE   0 0 39,120
AUTOLIV INC COM 052800109   335,007 4,770 SH   SOLE   0 0 4,770
AUTOMATIC DATA PROCESSING IN COM 053015103   1,506,865 11,492 SH   SOLE   0 0 11,492
AUTOZONE INC COM 053332102   1,819,468 2,170 SH   SOLE   0 0 2,170
AVALONBAY CMNTYS INC COM 053484101   1,347,251 7,741 SH   SOLE   0 0 7,741
BAKER HUGHES A GE CO CL A 05722G100   330,598 15,377 SH   SOLE   0 0 15,377
BALCHEM CORP COM 057665200   542,585 6,925 SH   SOLE   0 0 6,925
BARNES GROUP INC COM 067806109   498,412 9,295 SH   SOLE   0 0 9,295
BEST BUY INC COM 086516101   1,126,000 21,261 SH   SOLE   0 0 21,261
BIO TECHNE CORP COM 09073M104   335,055 2,315 SH   SOLE   0 0 2,315
BIOGEN INC COM 09062X103   487,531 1,620 SH   SOLE   0 0 1,620
BIOMARIN PHARMACEUTICAL INC COM 09061G101   528,526 6,207 SH   SOLE   0 0 6,207
BLACKLINE INC COM 09239B109   386,110 9,429 SH   SOLE   0 0 9,429
BLOCK H & R INC COM 093671105   606,242 23,896 SH   SOLE   0 0 23,896
BOOKING HLDGS INC COM 09857L108   877,303 509 SH   SOLE   0 0 509
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,190,005 26,403 SH   SOLE   0 0 26,403
BORGWARNER INC COM 099724106   379,984 10,938 SH   SOLE   0 0 10,938
BRISTOL MYERS SQUIBB CO COM 110122108   1,008,854 19,409 SH   SOLE   0 0 19,409
BROADCOM INC COM 11135F101   903,813 3,554 SH   SOLE   0 0 3,554
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   614,075 6,380 SH   SOLE   0 0 6,380
BROOKS AUTOMATION INC COM 114340102   200,554 7,661 SH   SOLE   0 0 7,661
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   549,386 6,533 SH   SOLE   0 0 6,533
CACI INTL INC CL A 127190304   667,640 4,635 SH   SOLE   0 0 4,635
CADENCE DESIGN SYSTEM INC COM 127387108   593,503 13,650 SH   SOLE   0 0 13,650
CAMBREX CORP COM 132011107   321,463 8,513 SH   SOLE   0 0 8,513
CAMDEN PPTY TR SH BEN INT 133131102   319,101 3,624 SH   SOLE   0 0 3,624
CARPENTER TECHNOLOGY CORP COM 144285103   269,566 7,570 SH   SOLE   0 0 7,570
CARTERS INC COM 146229109   1,276,229 15,636 SH   SOLE   0 0 15,636
CAVCO INDS INC DEL COM 149568107   253,426 1,944 SH   SOLE   0 0 1,944
CDK GLOBAL INC COM 12508E101   274,352 5,730 SH   SOLE   0 0 5,730
CELANESE CORP DEL COM 150870103   753,564 8,376 SH   SOLE   0 0 8,376
CHARLES RIV LABS INTL INC COM 159864107   728,653 6,438 SH   SOLE   0 0 6,438
CHEMED CORP NEW COM 16359R103   568,826 2,008 SH   SOLE   0 0 2,008
CHEVRON CORP NEW COM 166764100   2,918,282 26,825 SH   SOLE   0 0 26,825
CHOICE HOTELS INTL INC COM 169905106   468,634 6,547 SH   SOLE   0 0 6,547
CHURCH & DWIGHT INC COM 171340102   817,930 12,438 SH   SOLE   0 0 12,438
CINTAS CORP COM 172908105   2,334,102 13,894 SH   SOLE   0 0 13,894
CISCO SYS INC COM 17275R102   972,678 22,448 SH   SOLE   0 0 22,448
CITRIX SYS INC COM 177376100   1,302,267 12,710 SH   SOLE   0 0 12,710
CLOROX CO DEL COM 189054109   2,230,999 14,474 SH   SOLE   0 0 14,474
COCA COLA CO COM 191216100   1,351,926 28,552 SH   SOLE   0 0 28,552
COCA COLA EUROPEAN PARTNERS SHS G25839104   854,875 18,645 SH   SOLE   0 0 18,645
COGNEX CORP COM 192422103   249,499 6,452 SH   SOLE   0 0 6,452
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   787,703 12,409 SH   SOLE   0 0 12,409
COLGATE PALMOLIVE CO COM 194162103   1,132,619 19,029 SH   SOLE   0 0 19,029
COPA HOLDINGS SA CL A P31076105   1,226,684 15,585 SH   SOLE   0 0 15,585
COPART INC COM 217204106   2,048,785 42,880 SH   SOLE   0 0 42,880
CORESITE RLTY CORP COM 21870Q105   742,251 8,509 SH   SOLE   0 0 8,509
CORNING INC COM 219350105   1,590,695 52,655 SH   SOLE   0 0 52,655
COSTAR GROUP INC COM 22160N109   282,433 837 SH   SOLE   0 0 837
COSTCO WHSL CORP NEW COM 22160K105   1,281,396 6,290 SH   SOLE   0 0 6,290
CROWN CASTLE INTL CORP NEW COM 22822V101   1,025,260 9,438 SH   SOLE   0 0 9,438
CTS CORP COM 126501105   254,572 9,833 SH   SOLE   0 0 9,833
CUMMINS INC COM 231021106   1,655,705 12,389 SH   SOLE   0 0 12,389
CYPRESS SEMICONDUCTOR CORP COM 232806109   178,945 14,068 SH   SOLE   0 0 14,068
DELTA AIR LINES INC DEL COM NEW 247361702   610,378 12,232 SH   SOLE   0 0 12,232
DEXCOM INC COM 252131107   960,781 8,020 SH   SOLE   0 0 8,020
DIGITAL RLTY TR INC COM 253868103   789,112 7,406 SH   SOLE   0 0 7,406
DOLLAR GEN CORP NEW COM 256677105   2,142,443 19,823 SH   SOLE   0 0 19,823
DONALDSON INC COM 257651109   1,470,478 33,890 SH   SOLE   0 0 33,890
DORMAN PRODUCTS INC COM 258278100   788,489 8,759 SH   SOLE   0 0 8,759
DOVER CORP COM 260003108   1,795,714 25,310 SH   SOLE   0 0 25,310
DOWDUPONT INC COM 26078J100   1,516,609 28,358 SH   SOLE   0 0 28,358
DUKE REALTY CORP COM NEW 264411505   346,367 13,373 SH   SOLE   0 0 13,373
EATON CORP PLC SHS G29183103   410,503 5,979 SH   SOLE   0 0 5,979
ECOLAB INC COM 278865100   1,749,242 11,871 SH   SOLE   0 0 11,871
EDWARDS LIFESCIENCES CORP COM 28176E108   1,844,874 12,045 SH   SOLE   0 0 12,045
ELECTRONIC ARTS INC COM 285512109   671,951 8,515 SH   SOLE   0 0 8,515
EMERSON ELEC CO COM 291011104   2,203,229 36,874 SH   SOLE   0 0 36,874
ENCOMPASS HEALTH CORP COM 29261A100   716,275 11,609 SH   SOLE   0 0 11,609
ENERGIZER HLDGS INC NEW COM 29272W109   550,379 12,190 SH   SOLE   0 0 12,190
EOG RES INC COM 26875P101   280,408 3,215 SH   SOLE   0 0 3,215
EPAM SYS INC COM 29414B104   653,368 5,632 SH   SOLE   0 0 5,632
EQUIFAX INC COM 294429105   386,769 4,153 SH   SOLE   0 0 4,153
EQUINIX INC COM PAR $0.001 29444U700   1,082,867 3,071 SH   SOLE   0 0 3,071
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,375,962 14,166 SH   SOLE   0 0 14,166
EQUITY RESIDENTIAL SH BEN INT 29476L107   956,140 14,485 SH   SOLE   0 0 14,485
ESSEX PPTY TR INC COM 297178105   614,730 2,507 SH   SOLE   0 0 2,507
EXELIXIS INC COM 30161Q104   578,298 29,400 SH   SOLE   0 0 29,400
EXPEDIA GROUP INC COM NEW 30212P303   297,509 2,641 SH   SOLE   0 0 2,641
EXTRA SPACE STORAGE INC COM 30225T102   715,444 7,907 SH   SOLE   0 0 7,907
EXXON MOBIL CORP COM 30231G102   880,668 12,915 SH   SOLE   0 0 12,915
F5 NETWORKS INC COM 315616102   1,178,933 7,276 SH   SOLE   0 0 7,276
FACEBOOK INC CL A 30303M102   4,662,507 35,567 SH   SOLE   0 0 35,567
FACTSET RESH SYS INC COM 303075105   1,356,051 6,776 SH   SOLE   0 0 6,776
FASTENAL CO COM 311900104   1,071,837 20,498 SH   SOLE   0 0 20,498
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   1,124,664 9,528 SH   SOLE   0 0 9,528
FLOWSERVE CORP COM 34354P105   392,592 10,326 SH   SOLE   0 0 10,326
FORWARD AIR CORP COM 349853101   731,905 13,344 SH   SOLE   0 0 13,344
FOX FACTORY HLDG CORP COM 35138V102   2,917,504 49,558 SH   SOLE   0 0 49,558
FRANKLIN ELEC INC COM 353514102   579,350 13,511 SH   SOLE   0 0 13,511
GAP INC DEL COM 364760108   978,628 37,990 SH   SOLE   0 0 37,990
GARMIN LTD SHS H2906T109   421,502 6,657 SH   SOLE   0 0 6,657
GARTNER INC COM 366651107   482,850 3,777 SH   SOLE   0 0 3,777
GENUINE PARTS CO COM 372460105   2,805,877 29,222 SH   SOLE   0 0 29,222
GILDAN ACTIVEWEAR INC COM 375916103   900,773 29,670 SH   SOLE   0 0 29,670
GODADDY INC CL A 380237107   634,020 9,662 SH   SOLE   0 0 9,662
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   872,347 10,697 SH   SOLE   0 0 10,697
GRAINGER W W INC COM 384802104   2,108,517 7,467 SH   SOLE   0 0 7,467
GRANITE CONSTR INC COM 387328107   669,684 16,626 SH   SOLE   0 0 16,626
HD SUPPLY HLDGS INC COM 40416M105   440,335 11,736 SH   SOLE   0 0 11,736
HEALTHCARE SVCS GRP INC COM 421906108   300,628 7,482 SH   SOLE   0 0 7,482
HEICO CORP NEW CL A 422806208   1,911,218 30,337 SH   SOLE   0 0 30,337
HELMERICH & PAYNE INC COM 423452101   975,822 20,355 SH   SOLE   0 0 20,355
HERBALIFE NUTRITION LTD COM SHS G4412G101   266,749 4,525 SH   SOLE   0 0 4,525
HERSHEY CO COM 427866108   338,903 3,162 SH   SOLE   0 0 3,162
HEXCEL CORP NEW COM 428291108   802,703 13,999 SH   SOLE   0 0 13,999
HILL ROM HLDGS INC COM 431475102   931,015 10,514 SH   SOLE   0 0 10,514
HOLOGIC INC COM 436440101   585,726 14,251 SH   SOLE   0 0 14,251
HOME DEPOT INC COM 437076102   238,486 1,388 SH   SOLE   0 0 1,388
HUNT J B TRANS SVCS INC COM 445658107   1,146,160 12,319 SH   SOLE   0 0 12,319
IDACORP INC COM 451107106   622,812 6,693 SH   SOLE   0 0 6,693
ILLINOIS TOOL WKS INC COM 452308109   2,159,828 17,048 SH   SOLE   0 0 17,048
ILLUMINA INC COM 452327109   329,068 1,097 SH   SOLE   0 0 1,097
INCYTE CORP COM 45337C102   299,127 4,704 SH   SOLE   0 0 4,704
INGERSOLL-RAND PLC SHS G47791101   1,455,832 15,958 SH   SOLE   0 0 15,958
INGREDION INC COM 457187102   495,166 5,418 SH   SOLE   0 0 5,418
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   496,992 11,020 SH   SOLE   0 0 11,020
INTEL CORP COM 458140100   1,162,759 24,776 SH   SOLE   0 0 24,776
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   211,489 1,575 SH   SOLE   0 0 1,575
INTUIT COM 461202103   923,582 4,692 SH   SOLE   0 0 4,692
IPG PHOTONICS CORP COM 44980X109   523,626 4,622 SH   SOLE   0 0 4,622
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   606,040 4,889 SH   SOLE   0 0 4,889
JETBLUE AIRWAYS CORP COM 477143101   400,661 24,948 SH   SOLE   0 0 24,948
JOHNSON & JOHNSON COM 478160104   2,896,869 22,448 SH   SOLE   0 0 22,448
KELLOGG CO COM 487836108   394,452 6,919 SH   SOLE   0 0 6,919
KEYSIGHT TECHNOLOGIES INC COM 49338L103   519,916 8,375 SH   SOLE   0 0 8,375
KFORCE INC COM 493732101   412,473 13,340 SH   SOLE   0 0 13,340
KILROY RLTY CORP COM 49427F108   226,136 3,596 SH   SOLE   0 0 3,596
KIMBERLY CLARK CORP COM 494368103   1,956,992 17,176 SH   SOLE   0 0 17,176
KLA-TENCOR CORP COM 482480100   1,752,561 19,584 SH   SOLE   0 0 19,584
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   751,463 21,403 SH   SOLE   0 0 21,403
LAM RESEARCH CORP COM 512807108   2,094,777 15,384 SH   SOLE   0 0 15,384
LAUDER ESTEE COS INC CL A 518439104   1,463,282 11,247 SH   SOLE   0 0 11,247
LEAR CORP COM NEW 521865204   1,605,582 13,068 SH   SOLE   0 0 13,068
LEGGETT & PLATT INC COM 524660107   957,376 26,712 SH   SOLE   0 0 26,712
LHC GROUP INC COM 50187A107   760,519 8,101 SH   SOLE   0 0 8,101
LIFE STORAGE INC COM 53223X107   1,579,921 16,990 SH   SOLE   0 0 16,990
LILLY ELI & CO COM 532457108   1,618,214 13,984 SH   SOLE   0 0 13,984
LINCOLN ELEC HLDGS INC COM 533900106   907,248 11,506 SH   SOLE   0 0 11,506
LINDE PLC COM G5494J103   261,218 1,674 SH   SOLE   0 0 1,674
LITTELFUSE INC COM 537008104   490,332 2,859 SH   SOLE   0 0 2,859
LOWES COS INC COM 548661107   2,345,527 25,395 SH   SOLE   0 0 25,395
LTC PPTYS INC COM 502175102   279,065 6,695 SH   SOLE   0 0 6,695
MAGNA INTL INC COM 559222401   1,472,801 32,405 SH   SOLE   0 0 32,405
MANPOWERGROUP INC COM 56418H100   325,940 5,030 SH   SOLE   0 0 5,030
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   333,764 20,615 SH   SOLE   0 0 20,615
MASCO CORP COM 574599106   444,097 15,188 SH   SOLE   0 0 15,188
MASIMO CORP COM 574795100   512,889 4,777 SH   SOLE   0 0 4,777
MCCORMICK & CO INC COM NON VTG 579780206   1,819,956 13,071 SH   SOLE   0 0 13,071
MEDTRONIC PLC SHS G5960L103   3,266,010 35,906 SH   SOLE   0 0 35,906
MERCK & CO INC COM 58933Y105   1,280,244 16,755 SH   SOLE   0 0 16,755
METHODE ELECTRS INC COM 591520200   280,511 12,044 SH   SOLE   0 0 12,044
METTLER TOLEDO INTERNATIONAL COM 592688105   1,215,800 2,150 SH   SOLE   0 0 2,150
MICROSOFT CORP COM 594918104   5,550,114 54,643 SH   SOLE   0 0 54,643
MID AMER APT CMNTYS INC COM 59522J103   362,882 3,792 SH   SOLE   0 0 3,792
MONSTER BEVERAGE CORP NEW COM 61174X109   860,164 17,476 SH   SOLE   0 0 17,476
MOODYS CORP COM 615369105   1,420,431 10,143 SH   SOLE   0 0 10,143
NATIONAL OILWELL VARCO INC COM 637071101   648,131 25,219 SH   SOLE   0 0 25,219
NAVIGANT CONSULTING INC COM 63935N107   641,509 26,674 SH   SOLE   0 0 26,674
NAVIOS MARITIME PARTNERS L P UNIT LPI Y62267102   14,100 16,600 SH   SOLE   0 0 16,600
NOVARTIS A G SPONSORED ADR 66987V109   855,378 9,968 SH   SOLE   0 0 9,968
NOVO-NORDISK A S ADR 670100205   1,625,218 35,277 SH   SOLE   0 0 35,277
NU SKIN ENTERPRISES INC CL A 67018T105   324,558 5,292 SH   SOLE   0 0 5,292
NUCOR CORP COM 670346105   935,285 18,052 SH   SOLE   0 0 18,052
NVENT ELECTRIC PLC SHS G6700G107   343,496 15,294 SH   SOLE   0 0 15,294
O REILLY AUTOMOTIVE INC NEW COM 67103H107   1,201,605 3,490 SH   SOLE   0 0 3,490
OCCIDENTAL PETE CORP DEL COM 674599105   772,278 12,582 SH   SOLE   0 0 12,582
OLD DOMINION FGHT LINES INC COM 679580100   1,885,267 15,267 SH   SOLE   0 0 15,267
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   1,237,490 18,606 SH   SOLE   0 0 18,606
OMNICELL INC COM 68213N109   530,060 8,655 SH   SOLE   0 0 8,655
ON SEMICONDUCTOR CORP COM 682189105   433,965 26,285 SH   SOLE   0 0 26,285
PACKAGING CORP AMER COM 695156109   1,085,147 13,002 SH   SOLE   0 0 13,002
PALO ALTO NETWORKS INC COM 697435105   514,099 2,729 SH   SOLE   0 0 2,729
PARKER HANNIFIN CORP COM 701094104   1,164,958 7,811 SH   SOLE   0 0 7,811
PAYCOM SOFTWARE INC COM 70432V102   1,161,327 9,484 SH   SOLE   0 0 9,484
PC CONNECTION INC COM 69318J100   325,127 10,936 SH   SOLE   0 0 10,936
PENTAIR PLC SHS G7S00T104   731,164 19,353 SH   SOLE   0 0 19,353
PEPSICO INC COM 713448108   2,394,671 21,675 SH   SOLE   0 0 21,675
PHILLIPS 66 COM 718546104   579,929 6,732 SH   SOLE   0 0 6,732
PPG INDS INC COM 693506107   647,663 6,335 SH   SOLE   0 0 6,335
PROCTER AND GAMBLE CO COM 742718109   2,523,977 27,458 SH   SOLE   0 0 27,458
PROLOGIS INC COM 74340W103   1,382,700 23,547 SH   SOLE   0 0 23,547
PROS HOLDINGS INC COM 74346Y103   269,568 8,585 SH   SOLE   0 0 8,585
PS BUSINESS PKS INC CALIF COM 69360J107   204,932 1,564 SH   SOLE   0 0 1,564
PUBLIC STORAGE COM 74460D109   1,439,791 7,113 SH   SOLE   0 0 7,113
PVH CORP COM 693656100   413,775 4,452 SH   SOLE   0 0 4,452
QUANTA SVCS INC COM 74762E102   1,905,816 63,316 SH   SOLE   0 0 63,316
RALPH LAUREN CORP CL A 751212101   409,392 3,957 SH   SOLE   0 0 3,957
RANDGOLD RES LTD ADR 752344309   727,210 8,890 SH   SOLE   0 0 8,890
RBC BEARINGS INC COM 75524B104   1,411,952 10,770 SH   SOLE   0 0 10,770
REALTY INCOME CORP COM 756109104   640,447 10,159 SH   SOLE   0 0 10,159
REGENCY CTRS CORP COM 758849103   417,171 7,109 SH   SOLE   0 0 7,109
RIO TINTO PLC SPONSORED ADR 767204100   1,378,840 28,441 SH   SOLE   0 0 28,441
ROCKWELL AUTOMATION INC COM 773903109   1,094,084 7,271 SH   SOLE   0 0 7,271
ROPER TECHNOLOGIES INC COM 776696106   1,385,292 5,198 SH   SOLE   0 0 5,198
ROSS STORES INC COM 778296103   1,646,633 19,791 SH   SOLE   0 0 19,791
RPM INTL INC COM 749685103   369,667 6,289 SH   SOLE   0 0 6,289
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203   1,481,165 20,762 SH   SOLE   0 0 20,762
SALESFORCE COM INC COM 79466L302   1,129,993 8,250 SH   SOLE   0 0 8,250
SAP SE SPON ADR 803054204   768,417 7,719 SH   SOLE   0 0 7,719
SCHEIN HENRY INC COM 806407102   1,216,589 15,494 SH   SOLE   0 0 15,494
SCHLUMBERGER LTD COM 806857108   1,429,728 39,627 SH   SOLE   0 0 39,627
SENSIENT TECHNOLOGIES CORP COM 81725T100   434,068 7,772 SH   SOLE   0 0 7,772
SERVICENOW INC COM 81762P102   1,056,193 5,932 SH   SOLE   0 0 5,932
SHERWIN WILLIAMS CO COM 824348106   1,351,719 3,435 SH   SOLE   0 0 3,435
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   371,703 10,774 SH   SOLE   0 0 10,774
SIRIUS XM HLDGS INC COM 82968B103   1,042,562 182,585 SH   SOLE   0 0 182,585
SKYWORKS SOLUTIONS INC COM 83088M102   2,589,437 38,637 SH   SOLE   0 0 38,637
SMITH A O COM 831865209   972,931 22,785 SH   SOLE   0 0 22,785
SONOCO PRODS CO COM 835495102   535,314 10,076 SH   SOLE   0 0 10,076
SOUTHERN COPPER CORP COM 84265V105   1,494,509 48,570 SH   SOLE   0 0 48,570
SOUTHWEST AIRLS CO COM 844741108   943,594 20,301 SH   SOLE   0 0 20,301
SPDR GOLD TRUST GOLD SHS 78463V107   576,423 4,754 SH   SOLE   0 0 4,754
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   1,126,339 15,624 SH   SOLE   0 0 15,624
SPLUNK INC COM 848637104   542,494 5,174 SH   SOLE   0 0 5,174
SQUARE INC CL A 852234103   706,958 12,604 SH   SOLE   0 0 12,604
STANDARD MTR PRODS INC COM 853666105   292,698 6,044 SH   SOLE   0 0 6,044
STANLEY BLACK & DECKER INC COM 854502101   1,084,748 9,059 SH   SOLE   0 0 9,059
STARBUCKS CORP COM 855244109   1,148,092 17,828 SH   SOLE   0 0 17,828
STEEL DYNAMICS INC COM 858119100   1,089,247 36,260 SH   SOLE   0 0 36,260
STRYKER CORP COM 863667101   712,164 4,543 SH   SOLE   0 0 4,543
SUN CMNTYS INC COM 866674104   333,190 3,276 SH   SOLE   0 0 3,276
SWITCH INC CL A 87105L104   166,264 23,752 SH   SOLE   0 0 23,752
SYKES ENTERPRISES INC COM 871237103   372,469 15,061 SH   SOLE   0 0 15,061
SYNERGY PHARMACEUTICALS DEL COM NEW 871639308   13,572 119,157 SH   SOLE   0 0 119,157
TABLEAU SOFTWARE INC CL A 87336U105   1,475,520 12,296 SH   SOLE   0 0 12,296
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   1,058,588 28,680 SH   SOLE   0 0 28,680
TAPESTRY INC COM 876030107   1,340,111 39,707 SH   SOLE   0 0 39,707
TE CONNECTIVITY LTD REG SHS H84989104   550,816 7,283 SH   SOLE   0 0 7,283
TELEFLEX INC COM 879369106   1,399,982 5,416 SH   SOLE   0 0 5,416
TESARO INC COM 881569107   216,736 2,919 SH   SOLE   0 0 2,919
TESLA INC COM 88160R101   277,394 834 SH   SOLE   0 0 834
TETRA TECH INC NEW COM 88162G103   516,073 9,969 SH   SOLE   0 0 9,969
THOR INDS INC COM 885160101   327,451 6,297 SH   SOLE   0 0 6,297
TIFFANY & CO NEW COM 886547108   1,128,466 14,016 SH   SOLE   0 0 14,016
TJX COS INC NEW COM 872540109   663,281 14,825 SH   SOLE   0 0 14,825
TRACTOR SUPPLY CO COM 892356106   344,524 4,129 SH   SOLE   0 0 4,129
TRANSUNION COM 89400J107   1,302,256 22,927 SH   SOLE   0 0 22,927
TRIMBLE INC COM 896239100   254,532 7,734 SH   SOLE   0 0 7,734
TWILIO INC CL A 90138F102   293,351 3,285 SH   SOLE   0 0 3,285
TWITTER INC COM 90184L102   927,748 32,281 SH   SOLE   0 0 32,281
TYLER TECHNOLOGIES INC COM 902252105   887,139 4,774 SH   SOLE   0 0 4,774
U S PHYSICAL THERAPY INC COM 90337L108   586,584 5,731 SH   SOLE   0 0 5,731
UDR INC COM 902653104   310,608 7,840 SH   SOLE   0 0 7,840
ULTA BEAUTY INC COM 90384S303   1,143,566 4,671 SH   SOLE   0 0 4,671
UNION PAC CORP COM 907818108   1,877,366 13,581 SH   SOLE   0 0 13,581
UNITED THERAPEUTICS CORP DEL COM 91307C102   588,906 5,408 SH   SOLE   0 0 5,408
V F CORP COM 918204108   1,264,661 17,727 SH   SOLE   0 0 17,727
VEEVA SYS INC CL A COM 922475108   388,542 4,350 SH   SOLE   0 0 4,350
VERISIGN INC COM 92343E102   1,636,170 11,034 SH   SOLE   0 0 11,034
WABCO HLDGS INC COM 92927K102   868,810 8,094 SH   SOLE   0 0 8,094
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,973,229 28,878 SH   SOLE   0 0 28,878
WALMART INC COM 931142103   2,095,155 22,492 SH   SOLE   0 0 22,492
WASTE CONNECTIONS INC COM 94106B101   317,390 4,275 SH   SOLE   0 0 4,275
WATERS CORP COM 941848103   1,386,578 7,350 SH   SOLE   0 0 7,350
WESTLAKE CHEM CORP COM 960413102   448,434 6,777 SH   SOLE   0 0 6,777
WEYERHAEUSER CO COM 962166104   891,160 40,767 SH   SOLE   0 0 40,767
WORKDAY INC CL A 98138H101   877,442 5,495 SH   SOLE   0 0 5,495
XILINX INC COM 983919101   830,206 9,748 SH   SOLE   0 0 9,748
ZEBRA TECHNOLOGIES CORP CL A 989207105   392,024 2,462 SH   SOLE   0 0 2,462
ZILLOW GROUP INC CL C CAP STK 98954M200   276,672 8,761 SH   SOLE   0 0 8,761