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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 82,739 479,063 SH   SOLE   479,063 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 62,317 1,659,576 SH   SOLE   1,659,576 0 0
FACEBOOK INC CL A 30303M102 51,719 302,680 SH   SOLE   302,680 0 0
YY INC ADS REPCOM CL A 98426T106 51,122 589,100 SH   SOLE   589,100 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 50,100 255,807 SH   SOLE   255,807 0 0
LEAR CORP COM NEW 521865204 48,638 281,017 SH   SOLE   281,017 0 0
JP MORGAN CHASE & CO COM 46625H100 48,141 504,040 SH   SOLE   504,040 0 0
NETEASE INC SPONSORED ADR 64110W102 44,862 170,053 SH   SOLE   170,053 0 0
SANDERSON FARMS INC COM 800013104 44,280 274,146 SH   SOLE   274,146 0 0
ALPHABET INC CAP STK CL A 02079K305 39,751 40,824 SH   SOLE   40,824 0 0
BROADCOM LTD SHS Y09827109 38,368 158,192 SH   SOLE   158,192 0 0
LAM RESEARCH CORP COM 512807108 37,890 204,767 SH   SOLE   204,767 0 0
ARISTA NETWORKS INC COM 040413106 36,298 191,435 SH   SOLE   191,435 0 0
PRICELINE COM INC COM NEW 741503403 31,922 17,436 SH   SOLE   17,436 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 31,438 356,200 SH   SOLE   356,200 0 0
AMAZON COM INC COM 023135106 31,118 32,369 SH   SOLE   32,369 0 0
AETNA INC NEW COM 00817Y108 30,487 191,733 SH   SOLE   191,733 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 30,456 218,279 SH   SOLE   218,279 0 0
BIOGEN IDEC INC COM 09062X103 30,153 96,300 SH   SOLE   96,300 0 0
STATE STR CORP COM 857477103 29,140 305,000 SH   SOLE   305,000 0 0
HASBRO INC COM 418056107 28,776 294,622 SH   SOLE   294,622 0 0
APPLIED MATLS INC COM 038222105 28,432 545,821 SH   SOLE   545,821 0 0
ALIGN TECHNOLOGY INC COM 016255101 28,037 150,516 SH   SOLE   150,516 0 0
DANA INCORPORATED COM 235825205 27,787 993,800 SH   SOLE   993,800 0 0
CDW CORP COM 12514G108 27,199 412,111 SH   SOLE   412,111 0 0
APPLE INC COM 037833100 25,095 162,830 SH   SOLE   162,830 0 0
COPART INC COM 217204106 24,820 722,144 SH   SOLE   722,144 0 0
CELGEN CORP COM 151020104 24,119 165,400 SH   SOLE   165,400 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 23,607 784,300 SH   SOLE   784,300 0 0
JOHNSON & JOHNSON COM 478160104 23,493 180,698 SH   SOLE   180,698 0 0
SYNOPSYS INC COM 871607107 23,473 291,483 SH   SOLE   291,483 0 0
THOR INDS INC COM 885160101 22,754 180,719 SH   SOLE   180,719 0 0
BERRY PLASTICS GROUP INC COM 08579W103 22,008 388,488 SH   SOLE   388,488 0 0
PRA HEALTH SCIENCES INC COM 69354M108 21,646 284,180 SH   SOLE   284,180 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 20,015 704,500 SH   SOLE   704,500 0 0
CIGNA CORP COM 125509109 18,731 100,200 SH   SOLE   100,200 0 0
GENERAL DYNAMICS CORP COM 369550108 17,803 86,597 SH   SOLE   86,597 0 0
WEIBO CORP SPONSORED ADR 948596101 17,463 176,500 SH   SOLE   176,500 0 0
SMITH AO COM 831865209 15,753 265,061 SH   SOLE   265,061 0 0
LCI INDS COM 50189K103 15,273 131,833 SH   SOLE   131,833 0 0
TERADYNE INC COM 880770102 15,198 407,564 SH   SOLE   407,564 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 14,348 140,800 SH   SOLE   140,800 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 14,329 238,500 SH   SOLE   238,500 0 0
RAYTHEON CO COM NEW 755111507 13,860 74,285 SH   SOLE   74,285 0 0
VISA INC COM CL A 92826C839 13,151 124,959 SH   SOLE   124,959 0 0
ABBVIE INC COM 00287Y109 12,734 143,300 SH   SOLE   143,300 0 0
AON PLC SHS CL A G0408V102 12,588 86,161 SH   SOLE   86,161 0 0
IPG PHOTONICS CORP COM 44980X109 12,547 67,800 SH   SOLE   67,800 0 0
CIRRUS LOGIC INC COM 172755100 11,664 218,747 SH   SOLE   218,747 0 0
COMCAST CORP NEW CL A SPL 20030N101 11,350 294,971 SH   SOLE   294,971 0 0
MKS INSTRUMENT INC COM 55306N104 11,163 118,186 SH   SOLE   118,186 0 0
ARROW ELECTRS INC COM 042735100 11,040 137,300 SH   SOLE   137,300 0 0
AMGEN INC COM 031162100 11,039 59,205 SH   SOLE   59,205 0 0
LITTLEFUSE INC COM 537008104 11,038 56,350 SH   SOLE   56,350 0 0
AMPHENOL CORP NEW CL A 032095101 10,885 128,600 SH   SOLE   128,600 0 0
SYNNEX CORP COM 87162W100 9,826 77,668 SH   SOLE   77,668 0 0
VANTIV INC CL A 92210H105 9,337 132,500 SH   SOLE   132,500 0 0
TENNECO INC COM 880349105 9,289 153,100 SH   SOLE   153,100 0 0
DELUXE CORP COM 248019101 9,087 124,547 SH   SOLE   124,547 0 0
VMWARE INC CL A COM 928563402 8,855 81,100 SH   SOLE   81,100 0 0
ROPER INDS INC NEW COM 776696106 8,562 35,178 SH   SOLE   35,178 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 8,193 102,088 SH   SOLE   102,088 0 0
PAYCOM SOFTWARE INC COM 70432V102 8,070 107,664 SH   SOLE   107,664 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 7,926 56,500 SH   SOLE   56,500 0 0
CENTREPOINT ENERGY INC COM 15189T107 7,512 257,185 SH   SOLE   257,185 0 0
INTEL CORP COM 458140100 6,923 181,800 SH   SOLE   181,800 0 0
HELMERICH & PAYNE INC COM 423452101 6,369 122,220 SH   SOLE   122,220 0 0
MURPHY OIL CORP COM 626717102 5,509 207,409 SH   SOLE   207,409 0 0
CRITEO S A SPONS ADS 226718104 5,071 122,200 SH   SOLE   122,200 0 0
NICE LTD SPONSORED ADR 653656108 4,277 52,600 SH   SOLE   52,600 0 0
LOGMEIN INC COM 54142L109 3,771 34,269 SH   SOLE   34,269 0 0
CINTAS CORP COM 172908105 1,495 10,359 SH   SOLE   10,359 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 898 29,316 SH   SOLE   29,316 0 0
EXTREME NETWORKS INC COM 30226D106 778 65,471 SH   SOLE   65,471 0 0
CONTROL4 CORP COM 21240D107 759 25,760 SH   SOLE   25,760 0 0
INSTALLED BLDG PRODS INC COM 45780R101 674 10,398 SH   SOLE   10,398 0 0
FOX FACTORY HLDG CORP COM 35138V102 604 14,006 SH   SOLE   14,006 0 0
MASIMO CORP COM 574795100 546 6,306 SH   SOLE   6,306 0 0
ENTEGRIS INC COM 29362U104 527 18,262 SH   SOLE   18,262 0 0
STAMPS INC COM NEW 852857200 524 2,586 SH   SOLE   2,586 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 512 7,699 SH   SOLE   7,699 0 0
WABASH NATL CORP COM 929566107 501 21,941 SH   SOLE   21,941 0 0
ALAMO GROUP INC COM 011311107 495 4,609 SH   SOLE   4,609 0 0
WALKER & DUMLOP INC COM 93148P102 458 8,749 SH   SOLE   8,749 0 0
VISTEON CORP COM NEW 92839U206 436 3,521 SH   SOLE   3,521 0 0
BARNES GROUP INC COM 067806109 421 5,983 SH   SOLE   5,983 0 0
KULICKE & SOFFA INDS INC COM 501242101 406 18,807 SH   SOLE   18,807 0 0
LUMENTUM HLDGS INC COM 55024U109 370 6,800 SH   SOLE   6,800 0 0
KADANT INC COM 48282T104 364 3,690 SH   SOLE   3,690 0 0
BRUNSWICK CORP COM 117043109 361 6,441 SH   SOLE   6,441 0 0
GREEN DOT CORP CL A 39304D102 357 7,194 SH   SOLE   7,194 0 0
ORBOTECH LTD ORD SHS CL A M75253100 345 8,182 SH   SOLE   8,182 0 0
GRAND CANYON ED INC COM 38526M106 341 3,751 SH   SOLE   3,751 0 0
U S CONCRETE INC COM NEW 90333L201 337 4,419 SH   SOLE   4,419 0 0
MGIC INVT CORP WIS COM 552848103 334 26,632 SH   SOLE   26,632 0 0
ESSENT GROUP LTD COM G3198U102 327 8,077 SH   SOLE   8,077 0 0
INNOSPEC INC COM 45768S105 325 5,273 SH   SOLE   5,273 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 320 11,020 SH   SOLE   11,020 0 0
HEICO CORP NEW CL A 422806109 319 3,551 SH   SOLE   3,551 0 0
NUTRI SYS INC NEW COM 67069D108 308 5,516 SH   SOLE   5,516 0 0
CAMBREX CORP COM 132011107 308 5,593 SH   SOLE   5,593 0 0
AMC NETWORKS INC CL A 00164V103 301 5,145 SH   SOLE   5,145 0 0
ADDUS HOMECARE CORP COM 006739106 292 8,274 SH   SOLE   8,274 0 0
INC RESH HLDGS INC CL A 45329R109 289 5,533 SH   SOLE   5,533 0 0
ADVANCED ENERGY INDS COM 007973100 278 3,439 SH   SOLE   3,439 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 271 4,184 SH   SOLE   4,184 0 0