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
NETEASE INC SPONSORED ADR 64110W102 75,673 266,453 SH   SOLE   266,453 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 58,693 544,313 SH   SOLE   544,313 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 53,768 1,637,276 SH   SOLE   1,637,276 0 0
FACEBOOK INC CL A 30303M102 51,149 360,080 SH   SOLE   360,080 0 0
JP MORGAN CHASE & CO COM 46625H100 48,939 557,140 SH   SOLE   557,140 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 46,646 284,407 SH   SOLE   284,407 0 0
AMAZON COM INC COM 023135106 43,147 48,669 SH   SOLE   48,669 0 0
LEAR CORP COM NEW 521865204 40,962 289,317 SH   SOLE   289,317 0 0
BROADCOM LTD SHS Y09827109 40,123 183,242 SH   SOLE   183,242 0 0
HCA HOLDINGS INC COM 40412C101 39,957 449,011 SH   SOLE   449,011 0 0
ALPHABET INC CAP STK CL A 02079K305 37,298 43,994 SH   SOLE   43,994 0 0
LAM RESEARCH CORP COM 512807108 36,668 285,667 SH   SOLE   285,667 0 0
CITRIX SYS INC COM 177376100 32,498 389,709 SH   SOLE   389,709 0 0
PRICELINE COM INC COM NEW 741503403 32,015 17,986 SH   SOLE   17,986 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 31,005 513,500 SH   SOLE   513,500 0 0
ARISTA NETWORKS INC COM 040413106 29,911 226,135 SH   SOLE   226,135 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 28,974 228,179 SH   SOLE   228,179 0 0
HASBRO INC COM 418056107 27,093 271,422 SH   SOLE   271,422 0 0
BIOGEN IDEC INC COM 09062X103 27,069 99,000 SH   SOLE   99,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 25,754 224,516 SH   SOLE   224,516 0 0
FOOT LOCKER INC COM 344849104 24,484 327,285 SH   SOLE   327,285 0 0
APPLIED MATLS INC COM 038222105 23,932 615,221 SH   SOLE   615,221 0 0
GENERAL DYNAMICS CORP COM 369550108 23,287 124,397 SH   SOLE   124,397 0 0
COPART INC COM 217204106 23,015 371,622 SH   SOLE   371,622 0 0
JOHNSON & JOHNSON COM 478160104 22,979 184,498 SH   SOLE   184,498 0 0
CDW CORP COM 12514G108 22,692 393,211 SH   SOLE   393,211 0 0
SYNOPSYS INC COM 871607107 21,667 300,383 SH   SOLE   300,383 0 0
UNITED THERAPEUTICS CORP COM 91307C102 21,068 155,620 SH   SOLE   155,620 0 0
AETNA INC NEW COM 00817Y108 20,310 159,233 SH   SOLE   159,233 0 0
WELLS FARGO & CO NEW COM 949746101 19,950 358,423 SH   SOLE   358,423 0 0
CIRRUS LOGIC INC COM 172755100 19,594 322,847 SH   SOLE   322,847 0 0
APPLE INC COM 037833100 18,407 128,130 SH   SOLE   128,130 0 0
THOR INDS INC COM 885160101 17,901 186,219 SH   SOLE   186,219 0 0
ROSS STORES INC COM 778296103 16,949 257,315 SH   SOLE   257,315 0 0
AMGEN INC COM 031162100 16,605 101,205 SH   SOLE   101,205 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 16,441 66,028 SH   SOLE   66,028 0 0
BERRY PLASTICS GROUP INC COM 08579W103 15,527 319,688 SH   SOLE   319,688 0 0
UBIQUITI NETWORKS INC COM 90347A100 15,184 302,118 SH   SOLE   302,118 0 0
CINTAS CORP COM 172908105 14,969 118,293 SH   SOLE   118,293 0 0
SMITH AO COM 831865209 13,990 273,461 SH   SOLE   273,461 0 0
LCI INDS COM 50189K103 13,566 135,933 SH   SOLE   135,933 0 0
INTEL CORP COM 458140100 13,220 366,500 SH   SOLE   366,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 12,895 106,979 SH   SOLE   106,979 0 0
SOUTHWEST AIRLS CO COM 844741108 12,824 238,549 SH   SOLE   238,549 0 0
ALASKA AIR GROUP COM 011659109 12,648 137,154 SH   SOLE   137,154 0 0
TORCHMARK CORP COM 891027104 12,441 161,487 SH   SOLE   161,487 0 0
RAYTHEON CO COM NEW 755111507 12,365 81,085 SH   SOLE   81,085 0 0
GENTEX CORP COM 371901109 12,027 563,832 SH   SOLE   563,832 0 0
TERADYNE INC COM 880770102 11,521 370,464 SH   SOLE   370,464 0 0
FABRINET SHS G3323L100 11,475 273,029 SH   SOLE   273,029 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 11,470 282,500 SH   SOLE   282,500 0 0
INPHI CORP COM 45772F107 11,454 234,616 SH   SOLE   234,616 0 0
VISA INC COM CL A 92826C839 11,363 127,859 SH   SOLE   127,859 0 0
F5 NETWORKS INC COM 315616102 11,078 77,700 SH   SOLE   77,700 0 0
COMCAST CORP NEW CL A SPL 20030N101 10,569 281,171 SH   SOLE   281,171 0 0
AON PLC SHS CL A G0408V102 10,464 88,161 SH   SOLE   88,161 0 0
PRA HEALTH SCIENCES INC COM 69354M108 10,031 153,780 SH   SOLE   153,780 0 0
TENNECO INC COM 880349105 9,887 158,400 SH   SOLE   158,400 0 0
DELUXE CORP COM 248019101 9,627 133,388 SH   SOLE   133,388 0 0
AMPHENOL CORP NEW CL A 032095101 9,466 133,000 SH   SOLE   133,000 0 0
SYNNEX CORP COM 87162W100 8,996 80,368 SH   SOLE   80,368 0 0
ARROW ELECTRS INC COM 042735100 8,927 121,600 SH   SOLE   121,600 0 0
LITTLEFUSE INC COM 537008104 8,651 54,100 SH   SOLE   54,100 0 0
VANTIV INC CL A 92210H105 8,374 130,600 SH   SOLE   130,600 0 0
HELMERICH & PAYNE INC COM 423452101 8,316 124,920 SH   SOLE   124,920 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 8,225 105,588 SH   SOLE   105,588 0 0
MKS INSTRUMENT INC COM 55306N104 8,181 119,000 SH   SOLE   119,000 0 0
VMWARE INC CL A COM 928563402 7,703 83,600 SH   SOLE   83,600 0 0
STAMPS INC COM NEW 852857200 7,546 63,759 SH   SOLE   63,759 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 7,526 236,900 SH   SOLE   236,900 0 0
ROPER INDS INC NEW COM 776696106 7,450 36,078 SH   SOLE   36,078 0 0
COOPER STD HLDGS INC COM 21676P103 7,412 66,816 SH   SOLE   66,816 0 0
CENTREPOINT ENERGY INC COM 15189T107 7,228 262,185 SH   SOLE   262,185 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 7,164 294,569 SH   SOLE   294,569 0 0
COMMSCOPE HLDG CO INC COM 20337X109 6,632 159,000 SH   SOLE   159,000 0 0
LOGMEIN INC COM 54142L109 6,528 66,958 SH   SOLE   66,958 0 0
PAYCOM SOFTWARE INC COM 70432V102 6,211 108,000 SH   SOLE   108,000 0 0
MURPHY OIL CORP COM 626717102 6,073 212,409 SH   SOLE   212,409 0 0
NETGEAR INC COM 64111Q104 5,571 112,433 SH   SOLE   112,433 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 5,176 275,586 SH   SOLE   275,586 0 0
J2 GLOBAL INC COM 48123V102 5,139 61,245 SH   SOLE   61,245 0 0
HALLIBURTON CO COM 406216101 4,209 85,533 SH   SOLE   85,533 0 0
CRITEO S A SPONS ADS 226718104 3,574 71,500 SH   SOLE   71,500 0 0
NICE LTD SPONSORED ADR 653656108 3,385 49,800 SH   SOLE   49,800 0 0
BIOVERATIV INC COM 09075E100 2,551 46,850 SH   SOLE   46,850 0 0
SNAP ON INC COM 833034101 810 4,800 SH   SOLE   4,800 0 0
MASIMO CORP COM 574795100 588 6,306 SH   SOLE   6,306 0 0
INSTALLED BLDG PRODS INC COM 45780R101 548 10,398 SH   SOLE   10,398 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 495 29,316 SH   SOLE   29,316 0 0
EXTREME NETWORKS INC COM 30226D106 492 65,471 SH   SOLE   65,471 0 0
WABASH NATL CORP COM 929566107 454 21,941 SH   SOLE   21,941 0 0
ENTEGRIS INC COM 29362U104 427 18,262 SH   SOLE   18,262 0 0
ON SEMICONDUCTOR CORP COM 682189105 408 26,344 SH   SOLE   26,344 0 0
CONTROL4 CORP COM 21240D107 407 25,760 SH   SOLE   25,760 0 0
FOX FACTORY HLDG CORP COM 35138V102 402 14,006 SH   SOLE   14,006 0 0
EPLUS INC COM 294268107 402 2,975 SH   SOLE   2,975 0 0
RUDOLPH TECHNOLOGIES INC COM 781270103 396 17,676 SH   SOLE   17,676 0 0
BRUNSWICK CORP COM 117043109 394 6,441 SH   SOLE   6,441 0 0
KULICKE & SOFFA INDS INC COM 501242101 382 18,807 SH   SOLE   18,807 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 373 7,699 SH   SOLE   7,699 0 0
WALKER & DUMLOP INC COM 93148P102 365 8,749 SH   SOLE   8,749 0 0
LUMENTUM HLDGS INC COM 55024U109 363 6,800 SH   SOLE   6,800 0 0
ALAMO GROUP INC COM 011311107 351 4,609 SH   SOLE   4,609 0 0
VISTEON CORP COM NEW 92839U206 345 3,521 SH   SOLE   3,521 0 0
INNOSPEC INC COM 45768S105 341 5,273 SH   SOLE   5,273 0 0
CHIMERA INVT CORP COM NEW 16934Q208 339 16,816 SH   SOLE   16,816 0 0
MSG NETWORK INC CL A 553573106 318 13,638 SH   SOLE   13,638 0 0
COMFORT SYS USA INC COM 199908104 318 8,665 SH   SOLE   8,665 0 0
CAMBREX CORP COM 132011107 308 5,593 SH   SOLE   5,593 0 0
BARNES GROUP INC COM 067806109 307 5,983 SH   SOLE   5,983 0 0
PC CONNECTION INC COM 69318J100 301 10,096 SH   SOLE   10,096 0 0
HAWAIIAN ELEC INDUSTRIES COM 419879101 293 6,298 SH   SOLE   6,298 0 0
COOPER TIRE & RUBR CO COM 216831107 275 6,196 SH   SOLE   6,196 0 0
PENNYMAC FINL SVCS INC CL A 70932B101 274 16,071 SH   SOLE   16,071 0 0
DORMAN PRODUCTS INC COM 258278100 265 3,231 SH   SOLE   3,231 0 0
ADDUS HOMECARE CORP COM 006739106 265 8,274 SH   SOLE   8,274 0 0
TRINSEO S A SHS L9340P101 259 3,867 SH   SOLE   3,867 0 0
INC RESH HLDGS INC CL A 45329R109 254 5,533 SH   SOLE   5,533 0 0
HELEN OF TROY CORP LTD COM G4388N106 253 2,691 SH   SOLE   2,691 0 0
HEICO CORP NEW CL A 422806109 248 2,841 SH   SOLE   2,841 0 0
WINNEBAGO INDS INC COM 974637100 247 8,430 SH   SOLE   8,430 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 239 12,088 SH   SOLE   12,088 0 0
GLOBAL BRASS & COPPR HLDGS I COM 37953G103 227 6,586 SH   SOLE   6,586 0 0
ENERSYS COM 29275Y102 226 2,866 SH   SOLE   2,866 0 0
WAGEWORKS INC COM 930427109 225 3,116 SH   SOLE   3,116 0 0
OMEGA PROTEIN CORP COM 68210P107 222 11,062 SH   SOLE   11,062 0 0
CECO ENVIROMENTAL CORP COM 125141101 214 20,375 SH   SOLE   20,375 0 0
TECH DATA CORP COM 878237106 209 2,222 SH   SOLE   2,222 0 0