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   2,573,644 12,362 SH   SOLE   0 0 12,362
AAON INC COM PAR $0.004 000360206   507,071 13,760 SH   SOLE   0 0 13,760
ABAXIS INC COM 002567105   828,581 15,628 SH   SOLE   0 0 15,628
ABB LTD SPONSORED ADR 000375204   1,275,435 51,222 SH   SOLE   0 0 51,222
ABBOTT LABS COM 002824100   1,506,639 30,994 SH   SOLE   0 0 30,994
ADOBE SYS INC COM 00724F101   537,878 3,803 SH   SOLE   0 0 3,803
ADVANCED MICRO DEVICES INC COM 007903107   486,398 38,974 SH   SOLE   0 0 38,974
AIR PRODS & CHEMS INC COM 009158106   2,519,292 17,610 SH   SOLE   0 0 17,610
ALASKA AIR GROUP INC COM 011659109   507,234 5,651 SH   SOLE   0 0 5,651
ALEXION PHARMACEUTICALS INC COM 015351109   279,018 2,293 SH   SOLE   0 0 2,293
ALIGN TECHNOLOGY INC COM 016255101   470,776 3,136 SH   SOLE   0 0 3,136
ALPHABET INC CAP STK CL A 02079K305   3,565,526 3,835 SH   SOLE   0 0 3,835
ALPHABET INC CAP STK CL C 02079K107   394,537 434 SH   SOLE   0 0 434
AMAZON COM INC COM 023135106   1,705,583 1,762 SH   SOLE   0 0 1,762
AMBARELLA INC SHS G037AX101   341,970 7,044 SH   SOLE   0 0 7,044
AMERICAN WOODMARK CORP COM 030506109   263,955 2,762 SH   SOLE   0 0 2,762
AMERISOURCEBERGEN CORP COM 03073E105   903,242 9,555 SH   SOLE   0 0 9,555
AMN HEALTHCARE SERVICES INC COM 001744101   679,766 17,408 SH   SOLE   0 0 17,408
AMPHENOL CORP NEW CL A 032095101   753,483 10,207 SH   SOLE   0 0 10,207
ANALOGIC CORP COM PAR $0.05 032657207   441,949 6,083 SH   SOLE   0 0 6,083
ANSYS INC COM 03662Q105   512,229 4,210 SH   SOLE   0 0 4,210
APPLE INC COM 037833100   6,428,652 44,637 SH   SOLE   0 0 44,637
APPLIED MATLS INC COM 038222105   699,588 16,935 SH   SOLE   0 0 16,935
APTARGROUP INC COM 038336103   313,825 3,613 SH   SOLE   0 0 3,613
ARCHER DANIELS MIDLAND CO COM 039483102   344,466 8,324 SH   SOLE   0 0 8,324
ARISTA NETWORKS INC COM 040413106   278,759 1,861 SH   SOLE   0 0 1,861
ASML HOLDING N V N Y REGISTRY SHS N07059210   921,395 7,071 SH   SOLE   0 0 7,071
ASPEN TECHNOLOGY INC COM 045327103   748,971 13,554 SH   SOLE   0 0 13,554
ATHENAHEALTH INC COM 04685W103   213,495 1,519 SH   SOLE   0 0 1,519
AUTODESK INC COM 052769106   284,716 2,824 SH   SOLE   0 0 2,824
AUTOHOME INC SP ADR RP CL A 05278C107   1,397,685 30,813 SH   SOLE   0 0 30,813
AUTOLIV INC COM 052800109   461,133 4,200 SH   SOLE   0 0 4,200
AUTOMATIC DATA PROCESSING IN COM 053015103   1,353,655 13,212 SH   SOLE   0 0 13,212
AUTOZONE INC COM 053332102   1,029,005 1,804 SH   SOLE   0 0 1,804
AVALONBAY CMNTYS INC COM 053484101   3,666,436 19,079 SH   SOLE   0 0 19,079
BAKER HUGHES INC COM 057224107   265,731 4,875 SH   SOLE   0 0 4,875
BALCHEM CORP COM 057665200   547,511 7,046 SH   SOLE   0 0 7,046
BARD C R INC COM 067383109   1,959,914 6,200 SH   SOLE   0 0 6,200
BARNES GROUP INC COM 067806109   696,511 11,900 SH   SOLE   0 0 11,900
BED BATH & BEYOND INC COM 075896100   289,275 9,516 SH   SOLE   0 0 9,516
BEST BUY INC COM 086516101   752,800 13,131 SH   SOLE   0 0 13,131
BIOGEN INC COM 09062X103   406,926 1,500 SH   SOLE   0 0 1,500
BIOMARIN PHARMACEUTICAL INC COM 09061G101   531,297 5,850 SH   SOLE   0 0 5,850
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,187,062 36,480 SH   SOLE   0 0 36,480
BORGWARNER INC COM 099724106   418,282 9,874 SH   SOLE   0 0 9,874
BRISTOL MYERS SQUIBB CO COM 110122108   712,483 12,787 SH   SOLE   0 0 12,787
BROADCOM LTD SHS Y09827109   414,717 1,780 SH   SOLE   0 0 1,780
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   462,503 6,121 SH   SOLE   0 0 6,121
BRUKER CORP COM 116794108   262,675 9,108 SH   SOLE   0 0 9,108
BWX TECHNOLOGIES INC COM 05605H100   809,835 16,612 SH   SOLE   0 0 16,612
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   613,405 8,931 SH   SOLE   0 0 8,931
CA INC COM 12673P105   528,004 15,318 SH   SOLE   0 0 15,318
CADENCE DESIGN SYSTEM INC COM 127387108   658,148 19,652 SH   SOLE   0 0 19,652
CALAMP CORP COM 128126109   527,066 25,926 SH   SOLE   0 0 25,926
CALLON PETE CO DEL COM 13123X102   456,616 43,036 SH   SOLE   0 0 43,036
CAMBREX CORP COM 132011107   269,039 4,503 SH   SOLE   0 0 4,503
CAMPBELL SOUP CO COM 134429109   1,289,344 24,724 SH   SOLE   0 0 24,724
CARDINAL HEALTH INC COM 14149Y108   2,269,824 29,130 SH   SOLE   0 0 29,130
CARTER INC COM 146229109   1,218,326 13,697 SH   SOLE   0 0 13,697
CAVCO INDS INC DEL COM 149568107   548,208 4,228 SH   SOLE   0 0 4,228
CELANESE CORP DEL COM SER A 150870103   750,020 7,900 SH   SOLE   0 0 7,900
CELGENE CORP COM 151020104   989,431 7,619 SH   SOLE   0 0 7,619
CERNER CORP COM 156782104   326,687 4,915 SH   SOLE   0 0 4,915
CHARLES RIV LABS INTL INC COM 159864107   651,204 6,438 SH   SOLE   0 0 6,438
CHEVRON CORP NEW COM 166764100   2,906,629 27,860 SH   SOLE   0 0 27,860
CINTAS CORP COM 172908105   2,390,148 18,963 SH   SOLE   0 0 18,963
CITRIX SYS INC COM 177376100   1,246,223 15,660 SH   SOLE   0 0 15,660
CLOROX CO DEL COM 189054109   1,995,152 14,974 SH   SOLE   0 0 14,974
COACH INC COM 189754104   1,411,156 29,809 SH   SOLE   0 0 29,809
COCA COLA CO COM 191216100   1,285,878 28,671 SH   SOLE   0 0 28,671
COGNEX CORP COM 192422103   273,887 3,226 SH   SOLE   0 0 3,226
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   948,146 14,279 SH   SOLE   0 0 14,279
COHERENT INC COM 192479103   652,481 2,900 SH   SOLE   0 0 2,900
COLGATE PALMOLIVE CO COM 194162103   1,402,094 18,914 SH   SOLE   0 0 18,914
COMMUNITY HEALTHCARE TR INC COM 20369C106   610,613 23,861 SH   SOLE   0 0 23,861
COOPER COS INC COM NEW 216648402   1,015,859 4,243 SH   SOLE   0 0 4,243
COPART INC COM 217204106   833,028 26,204 SH   SOLE   0 0 26,204
CORESITE RLTY CORP COM 21870Q105   1,342,356 12,966 SH   SOLE   0 0 12,966
CORNING INC COM 219350105   807,723 26,879 SH   SOLE   0 0 26,879
COSTCO WHSL CORP NEW COM 22160K105   935,994 5,853 SH   SOLE   0 0 5,853
CUMMINS INC COM 231021106   618,016 3,810 SH   SOLE   0 0 3,810
CVS HEALTH CORP COM 126650100   286,206 3,557 SH   SOLE   0 0 3,557
DELPHI AUTOMOTIVE PLC SHS G27823106   342,361 3,906 SH   SOLE   0 0 3,906
DELTA AIR LINES INC DEL COM NEW 247361702   417,216 7,764 SH   SOLE   0 0 7,764
DENTSPLY SIRONA INC COM 24906P109   338,790 5,225 SH   SOLE   0 0 5,225
DEXCOM INC COM 252131107   430,854 5,890 SH   SOLE   0 0 5,890
DICKS SPORTING GOODS INC COM 253393102   334,333 8,394 SH   SOLE   0 0 8,394
DOLLAR GEN CORP NEW COM 256677105   1,444,940 20,044 SH   SOLE   0 0 20,044
DONALDSON INC COM 257651109   792,311 17,398 SH   SOLE   0 0 17,398
DORMAN PRODUCTS INC COM 258278100   631,479 7,629 SH   SOLE   0 0 7,629
DOVER CORP COM 260003108   2,122,523 26,459 SH   SOLE   0 0 26,459
DR PEPPER SNAPPLE GROUP INC COM 26138E109   477,671 5,243 SH   SOLE   0 0 5,243
DR REDDYS LABS LTD ADR 256135203   1,092,224 25,919 SH   SOLE   0 0 25,919
DU PONT E I DE NEMOURS & CO COM 263534109   1,002,302 12,419 SH   SOLE   0 0 12,419
EAGLE MATERIALS INC COM 26969P108   928,544 10,047 SH   SOLE   0 0 10,047
ECOLAB INC COM 278865100   1,179,641 8,886 SH   SOLE   0 0 8,886
EDUCATION RLTY TR INC COM NEW 28140H203   1,062,559 27,421 SH   SOLE   0 0 27,421
ELECTRONIC ARTS INC COM 285512109   676,790 6,402 SH   SOLE   0 0 6,402
EMERSON ELEC CO COM 291011104   2,594,063 43,510 SH   SOLE   0 0 43,510
EOG RES INC COM 26875P101   289,367 3,197 SH   SOLE   0 0 3,197
EQUIFAX INC COM 294429105   1,312,361 9,550 SH   SOLE   0 0 9,550
EQUINIX INC COM PAR $0.001 29444U700   2,388,663 5,566 SH   SOLE   0 0 5,566
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,942,451 22,498 SH   SOLE   0 0 22,498
ERICSSON ADR B SEK 10 294821608   419,825 58,553 SH   SOLE   0 0 58,553
EXPEDIA INC DEL COM NEW 30212P303   331,265 2,224 SH   SOLE   0 0 2,224
EXXON MOBIL CORP COM 30231G102   1,055,926 13,080 SH   SOLE   0 0 13,080
F M C CORP COM NEW 302491303   561,389 7,685 SH   SOLE   0 0 7,685
F5 NETWORKS INC COM 315616102   469,072 3,692 SH   SOLE   0 0 3,692
FACEBOOK INC CL A 30303M102   6,163,535 40,824 SH   SOLE   0 0 40,824
FACTSET RESH SYS INC COM 303075105   919,772 5,535 SH   SOLE   0 0 5,535
FASTENAL CO COM 311900104   425,593 9,777 SH   SOLE   0 0 9,777
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   2,699,267 21,357 SH   SOLE   0 0 21,357
FIVE BELOW INC COM 33829M101   344,447 6,977 SH   SOLE   0 0 6,977
FLOWSERVE CORP COM 34354P105   286,739 6,176 SH   SOLE   0 0 6,176
FLUOR CORP NEW COM 343412102   339,773 7,422 SH   SOLE   0 0 7,422
FOOT LOCKER INC COM 344849104   547,107 11,102 SH   SOLE   0 0 11,102
FORTUNE BRANDS HOME & SEC IN COM 34964C106   398,355 6,106 SH   SOLE   0 0 6,106
FORWARD AIR CORP COM 349853101   686,006 12,875 SH   SOLE   0 0 12,875
FOX FACTORY HLDG CORP COM 35138V102   1,400,454 39,339 SH   SOLE   0 0 39,339
FRANKLIN ELEC INC COM 353514102   547,608 13,227 SH   SOLE   0 0 13,227
GAP INC DEL COM 364760108   513,574 23,355 SH   SOLE   0 0 23,355
GARMIN LTD SHS H2906T109   290,870 5,700 SH   SOLE   0 0 5,700
GARTNER INC COM 366651107   1,256,838 10,176 SH   SOLE   0 0 10,176
GENOMIC HEALTH INC COM 37244C101   347,315 10,670 SH   SOLE   0 0 10,670
GENUINE PARTS CO COM 372460105   2,524,877 27,219 SH   SOLE   0 0 27,219
GILEAD SCIENCES INC COM 375558103   1,549,524 21,892 SH   SOLE   0 0 21,892
GODADDY INC CL A 380237107   347,674 8,196 SH   SOLE   0 0 8,196
GRAINGER W W INC COM 384802104   1,465,840 8,120 SH   SOLE   0 0 8,120
GRANITE CONSTR INC COM 387328107   603,261 12,505 SH   SOLE   0 0 12,505
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   1,138,455 5,411 SH   SOLE   0 0 5,411
HEICO CORP NEW CL A 422806208   1,121,847 18,080 SH   SOLE   0 0 18,080
HELMERICH & PAYNE INC COM 423452101   802,563 14,769 SH   SOLE   0 0 14,769
HENRY JACK & ASSOC INC COM 426281101   243,471 2,344 SH   SOLE   0 0 2,344
HERBALIFE LTD COM USD SHS G4412G101   693,756 9,726 SH   SOLE   0 0 9,726
HERSHEY CO COM 427866108   560,257 5,218 SH   SOLE   0 0 5,218
HOLOGIC INC COM 436440101   635,819 14,011 SH   SOLE   0 0 14,011
HOME DEPOT INC COM 437076102   1,477,013 9,629 SH   SOLE   0 0 9,629
HONEYWELL INTL INC COM 438516106   820,142 6,153 SH   SOLE   0 0 6,153
HUNT J B TRANS SVCS INC COM 445658107   946,880 10,362 SH   SOLE   0 0 10,362
ILLINOIS TOOL WKS INC COM 452308109   1,968,025 13,738 SH   SOLE   0 0 13,738
ILLUMINA INC COM 452327109   331,944 1,913 SH   SOLE   0 0 1,913
IMPERIAL OIL LTD COM NEW 453038408   1,087,357 37,264 SH   SOLE   0 0 37,264
INCYTE CORP COM 45337C102   307,744 2,444 SH   SOLE   0 0 2,444
INGERSOLL-RAND PLC SHS G47791101   713,665 7,809 SH   SOLE   0 0 7,809
INGREDION INC COM 457187102   411,270 3,450 SH   SOLE   0 0 3,450
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   740,559 13,586 SH   SOLE   0 0 13,586
INTERCEPT PHARMACEUTICALS IN COM 45845P108   220,590 1,822 SH   SOLE   0 0 1,822
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,766,146 13,083 SH   SOLE   0 0 13,083
INTERPUBLIC GROUP COS INC COM 460690100   650,350 26,437 SH   SOLE   0 0 26,437
INTUIT COM 461202103   353,472 2,661 SH   SOLE   0 0 2,661
IONIS PHARMACEUTICALS INC COM 462222100   375,777 7,387 SH   SOLE   0 0 7,387
IPG PHOTONICS CORP COM 44980X109   499,289 3,441 SH   SOLE   0 0 3,441
JACOBS ENGR GROUP INC DEL COM 469814107   313,227 5,759 SH   SOLE   0 0 5,759
JETBLUE AIRWAYS CORP COM 477143101   345,120 15,117 SH   SOLE   0 0 15,117
JOHNSON & JOHNSON COM 478160104   3,101,406 23,444 SH   SOLE   0 0 23,444
JOHNSON CTLS INTL PLC SHS G51502105   208,922 4,818 SH   SOLE   0 0 4,818
KEYSIGHT TECHNOLOGIES INC COM 49338L103   323,006 8,297 SH   SOLE   0 0 8,297
KFORCE INC COM 493732101   479,746 24,477 SH   SOLE   0 0 24,477
KIMBERLY CLARK CORP COM 494368103   1,924,145 14,903 SH   SOLE   0 0 14,903
KLA-TENCOR CORP COM 482480100   1,678,350 18,341 SH   SOLE   0 0 18,341
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   2,298,539 64,169 SH   SOLE   0 0 64,169
LAM RESEARCH CORP COM 512807108   1,285,276 9,088 SH   SOLE   0 0 9,088
LAUDER ESTEE COS INC CL A 518439104   592,394 6,172 SH   SOLE   0 0 6,172
LEAR CORP COM NEW 521865204   1,265,604 8,908 SH   SOLE   0 0 8,908
LEGGETT & PLATT INC COM 524660107   1,448,991 27,584 SH   SOLE   0 0 27,584
LILLY ELI & CO COM 532457108   1,353,787 16,449 SH   SOLE   0 0 16,449
LINCOLN ELEC HLDGS INC COM 533900106   316,053 3,432 SH   SOLE   0 0 3,432
LITTELFUSE INC COM 537008104   729,754 4,423 SH   SOLE   0 0 4,423
LOWES COS INC COM 548661107   1,296,741 16,726 SH   SOLE   0 0 16,726
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,522,591 18,042 SH   SOLE   0 0 18,042
MAGNA INTL INC COM 559222401   2,115,167 45,654 SH   SOLE   0 0 45,654
MANPOWERGROUP INC COM 56418H100   338,477 3,032 SH   SOLE   0 0 3,032
MARTIN MARIETTA MATLS INC COM 573284106   445,160 2,000 SH   SOLE   0 0 2,000
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   351,234 21,261 SH   SOLE   0 0 21,261
MASCO CORP COM 574599106   336,936 8,818 SH   SOLE   0 0 8,818
MASIMO CORP COM 574795100   428,798 4,703 SH   SOLE   0 0 4,703
MATADOR RES CO COM 576485205   344,272 16,110 SH   SOLE   0 0 16,110
MATTEL INC COM 577081102   743,713 34,543 SH   SOLE   0 0 34,543
MCCORMICK & CO INC COM NON VTG 579780206   1,317,181 13,508 SH   SOLE   0 0 13,508
MCKESSON CORP COM 58155Q103   710,553 4,318 SH   SOLE   0 0 4,318
MEDTRONIC PLC SHS G5960L103   1,043,397 11,757 SH   SOLE   0 0 11,757
MERCADOLIBRE INC COM 58733R102   868,392 3,461 SH   SOLE   0 0 3,461
MERCK & CO INC COM 58933Y105   1,215,125 18,960 SH   SOLE   0 0 18,960
METHODE ELECTRS INC COM 591520200   470,506 11,420 SH   SOLE   0 0 11,420
METTLER TOLEDO INTERNATIONAL COM 592688105   1,507,415 2,561 SH   SOLE   0 0 2,561
MICROCHIP TECHNOLOGY INC COM 595017104   1,275,245 16,523 SH   SOLE   0 0 16,523
MICROSOFT CORP COM 594918104   3,754,253 54,465 SH   SOLE   0 0 54,465
MID AMER APT CMNTYS INC COM 59522J103   214,631 2,037 SH   SOLE   0 0 2,037
MOHAWK INDS INC COM 608190104   758,907 3,140 SH   SOLE   0 0 3,140
MONSTER BEVERAGE CORP NEW COM 61174X109   474,195 9,545 SH   SOLE   0 0 9,545
MOODYS CORP COM 615369105   356,644 2,931 SH   SOLE   0 0 2,931
NATIONAL INSTRS CORP COM 636518102   509,973 12,680 SH   SOLE   0 0 12,680
NATIONAL OILWELL VARCO INC COM 637071101   1,007,706 30,592 SH   SOLE   0 0 30,592
NAVIGANT CONSULTING INC COM 63935N107   615,921 31,170 SH   SOLE   0 0 31,170
NAVIOS MARITIME PARTNERS L P UNIT LPI Y62267102   16,218 10,200 SH   SOLE   0 0 10,200
NEWMARKET CORP COM 651587107   233,463 507 SH   SOLE   0 0 507
NIKE INC CL B 654106103   878,935 14,897 SH   SOLE   0 0 14,897
NORDIC AMERN OFFSHORE LTD SHS G65772108   21,875 17,500 SH   SOLE   0 0 17,500
NOVARTIS A G SPONSORED ADR 66987V109   1,260,025 15,096 SH   SOLE   0 0 15,096
NOVO-NORDISK A S ADR 670100205   1,959,165 45,679 SH   SOLE   0 0 45,679
NU SKIN ENTERPRISES INC CL A 67018T105   282,214 4,491 SH   SOLE   0 0 4,491
NUCOR CORP COM 670346105   898,483 15,526 SH   SOLE   0 0 15,526
O REILLY AUTOMOTIVE INC NEW COM 67103H107   709,667 3,244 SH   SOLE   0 0 3,244
OCCIDENTAL PETE CORP DEL COM 674599105   734,557 12,269 SH   SOLE   0 0 12,269
OLD DOMINION FGHT LINES INC COM 679580100   1,020,533 10,715 SH   SOLE   0 0 10,715
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   1,790,225 42,024 SH   SOLE   0 0 42,024
OMNICELL INC COM 68213N109   265,962 6,171 SH   SOLE   0 0 6,171
OPKO HEALTH INC COM 68375N103   100,898 15,334 SH   SOLE   0 0 15,334
PACKAGING CORP AMER COM 695156109   1,358,290 12,194 SH   SOLE   0 0 12,194
PALO ALTO NETWORKS INC COM 697435105   365,202 2,729 SH   SOLE   0 0 2,729
PANDORA MEDIA INC COM 698354107   223,196 25,022 SH   SOLE   0 0 25,022
PARKER HANNIFIN CORP COM 701094104   1,799,168 11,257 SH   SOLE   0 0 11,257
PAYCOM SOFTWARE INC COM 70432V102   283,384 4,142 SH   SOLE   0 0 4,142
PC CONNECTION INC COM 69318J100   315,601 11,663 SH   SOLE   0 0 11,663
PEPSICO INC COM 713448108   2,506,781 21,706 SH   SOLE   0 0 21,706
PHILLIPS 66 COM 718546104   890,533 10,770 SH   SOLE   0 0 10,770
PILGRIMS PRIDE CORP NEW COM 72147K108   511,178 23,320 SH   SOLE   0 0 23,320
PPG INDS INC COM 693506107   1,853,842 16,859 SH   SOLE   0 0 16,859
PRICELINE GRP INC COM NEW 741503403   1,042,809 558 SH   SOLE   0 0 558
PROCTER AND GAMBLE CO COM 742718109   2,266,873 26,011 SH   SOLE   0 0 26,011
PS BUSINESS PKS INC CALIF COM 69360J107   1,837,417 13,879 SH   SOLE   0 0 13,879
PTC INC COM 69370C100   400,203 7,261 SH   SOLE   0 0 7,261
PUBLIC STORAGE COM 74460D109   6,104,696 29,275 SH   SOLE   0 0 29,275
QUALCOMM INC COM 747525103   1,548,510 28,043 SH   SOLE   0 0 28,043
QUANTA SVCS INC COM 74762E102   1,602,346 48,674 SH   SOLE   0 0 48,674
RALPH LAUREN CORP CL A 751212101   285,044 3,862 SH   SOLE   0 0 3,862
RBC BEARINGS INC COM 75524B104   783,911 7,704 SH   SOLE   0 0 7,704
RED HAT INC COM 756577102   476,989 4,982 SH   SOLE   0 0 4,982
REGENCY CTRS CORP COM 758849103   862,752 13,773 SH   SOLE   0 0 13,773
ROBERT HALF INTL INC COM 770323103   862,174 17,988 SH   SOLE   0 0 17,988
ROCKWELL AUTOMATION INC COM 773903109   1,837,627 11,346 SH   SOLE   0 0 11,346
ROCKWELL COLLINS INC COM 774341101   568,168 5,407 SH   SOLE   0 0 5,407
ROSS STORES INC COM 778296103   1,063,188 18,417 SH   SOLE   0 0 18,417
RPM INTL INC COM 749685103   343,065 6,289 SH   SOLE   0 0 6,289
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203   1,985,966 18,455 SH   SOLE   0 0 18,455
SALESFORCE COM INC COM 79466L302   674,701 7,791 SH   SOLE   0 0 7,791
SAP SE SPON ADR 803054204   1,104,952 10,557 SH   SOLE   0 0 10,557
SCHEIN HENRY INC COM 806407102   1,338,059 7,311 SH   SOLE   0 0 7,311
SCHLUMBERGER LTD COM 806857108   1,234,729 18,753 SH   SOLE   0 0 18,753
SENSIENT TECHNOLOGIES CORP COM 81725T100   639,259 7,938 SH   SOLE   0 0 7,938
SERVICENOW INC COM 81762P102   628,792 5,932 SH   SOLE   0 0 5,932
SHERWIN WILLIAMS CO COM 824348106   1,681,419 4,791 SH   SOLE   0 0 4,791
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   466,963 9,682 SH   SOLE   0 0 9,682
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864   1,326,974 166,496 SH   SOLE   0 0 166,496
SIRIUS XM HLDGS INC COM 82968B103   882,147 161,270 SH   SOLE   0 0 161,270
SKECHERS U S A INC CL A 830566105   289,100 9,800 SH   SOLE   0 0 9,800
SKYWORKS SOLUTIONS INC COM 83088M102   792,931 8,264 SH   SOLE   0 0 8,264
SONOCO PRODS CO COM 835495102   358,198 6,966 SH   SOLE   0 0 6,966
SOUTHERN COPPER CORP COM 84265V105   407,372 11,764 SH   SOLE   0 0 11,764
SOUTHWEST AIRLS CO COM 844741108   997,692 16,056 SH   SOLE   0 0 16,056
SPDR GOLD TRUST GOLD SHS 78463V107   584,671 4,954 SH   SOLE   0 0 4,954
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   338,449 5,841 SH   SOLE   0 0 5,841
SPLUNK INC COM 848637104   294,349 5,174 SH   SOLE   0 0 5,174
STANLEY BLACK & DECKER INC COM 854502101   2,060,346 14,640 SH   SOLE   0 0 14,640
STAPLES INC COM 855030102   464,823 46,159 SH   SOLE   0 0 46,159
STARBUCKS CORP COM 855244109   820,706 14,075 SH   SOLE   0 0 14,075
STEEL DYNAMICS INC COM 858119100   990,211 27,652 SH   SOLE   0 0 27,652
STRATA SKIN SCIENCES INC COM NEW 86272A206   37,908 15,600 SH   SOLE   0 0 15,600
STRYKER CORP COM 863667101   778,272 5,608 SH   SOLE   0 0 5,608
SYKES ENTERPRISES INC COM 871237103   529,901 15,804 SH   SOLE   0 0 15,804
SYNERGY PHARMACEUTICALS DEL COM NEW 871639308   52,352 11,765 SH   SOLE   0 0 11,765
TABLEAU SOFTWARE INC CL A 87336U105   580,595 9,476 SH   SOLE   0 0 9,476
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   1,840,171 52,636 SH   SOLE   0 0 52,636
TE CONNECTIVITY LTD REG SHS H84989104   847,930 10,777 SH   SOLE   0 0 10,777
TESLA INC COM 88160R101   203,267 562 SH   SOLE   0 0 562
TETRA TECH INC NEW COM 88162G103   549,167 12,004 SH   SOLE   0 0 12,004
THOR INDS INC COM 885160101   1,179,042 11,281 SH   SOLE   0 0 11,281
TIFFANY & CO NEW COM 886547108   409,173 4,359 SH   SOLE   0 0 4,359
TJX COS INC NEW COM 872540109   544,505 7,545 SH   SOLE   0 0 7,545
TRANSUNION COM 89400J107   743,330 17,163 SH   SOLE   0 0 17,163
TWITTER INC COM 90184L102   206,849 11,575 SH   SOLE   0 0 11,575
TYLER TECHNOLOGIES INC COM 902252105   733,774 4,177 SH   SOLE   0 0 4,177
ULTA BEAUTY INC COM 90384S303   1,015,607 3,535 SH   SOLE   0 0 3,535
UNILEVER PLC SPON ADR NEW 904767704   1,726,760 31,906 SH   SOLE   0 0 31,906
UNION PAC CORP COM 907818108   1,493,950 13,717 SH   SOLE   0 0 13,717
UNITED THERAPEUTICS CORP DEL COM 91307C102   345,438 2,663 SH   SOLE   0 0 2,663
V F CORP COM 918204108   1,086,861 18,869 SH   SOLE   0 0 18,869
VCA INC COM 918194101   388,788 4,212 SH   SOLE   0 0 4,212
VERISIGN INC COM 92343E102   545,177 5,865 SH   SOLE   0 0 5,865
WABCO HLDGS INC COM 92927K102   694,164 5,444 SH   SOLE   0 0 5,444
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,946,654 24,858 SH   SOLE   0 0 24,858
WAL-MART STORES INC COM 931142103   2,331,274 30,804 SH   SOLE   0 0 30,804
WATERS CORP COM 941848103   1,228,051 6,680 SH   SOLE   0 0 6,680
WILLIAMS SONOMA INC COM 969904101   431,699 8,901 SH   SOLE   0 0 8,901
WORKDAY INC CL A 98138H101   533,015 5,495 SH   SOLE   0 0 5,495
WPP PLC NEW ADR 92937A102   1,173,293 11,131 SH   SOLE   0 0 11,131
XILINX INC COM 983919101   915,623 14,235 SH   SOLE   0 0 14,235
XYLEM INC COM 98419M100   1,225,668 22,112 SH   SOLE   0 0 22,112
ZILLOW GROUP INC CL C CAP STK 98954M200   283,866 5,792 SH   SOLE   0 0 5,792
ZOETIS INC CL A 98978V103   885,484 14,195 SH   SOLE   0 0 14,195