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 81,501 472,663 SH   SOLE   472,663 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 62,630 1,579,576 SH   SOLE   1,579,576 0 0
JP MORGAN CHASE & CO COM 46625H100 52,052 486,740 SH   SOLE   486,740 0 0
FACEBOOK INC CL A 30303M102 51,382 291,180 SH   SOLE   291,180 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 47,555 215,707 SH   SOLE   215,707 0 0
APPLE INC COM 037833100 47,322 279,630 SH   SOLE   279,630 0 0
LEAR CORP COM NEW 521865204 46,182 261,417 SH   SOLE   261,417 0 0
YY INC ADS REPCOM CLA 98426T106 43,754 387,000 SH   SOLE   387,000 0 0
ALPHABET INC CAP STK CL A 02079K305 41,635 39,524 SH   SOLE   39,524 0 0
BROADCOM LTD SHS Y09827109 38,713 150,692 SH   SOLE   150,692 0 0
AMAZON COM INC COM 023135106 36,568 31,269 SH   SOLE   31,269 0 0
SANDERSON FARMS INC COM 800013104 36,381 262,146 SH   SOLE   262,146 0 0
NETEASE INC SPONSORED ADR 64110W102 35,560 103,053 SH   SOLE   103,053 0 0
CIGNA CORPORATION COM 125509109 34,200 168,400 SH   SOLE   168,400 0 0
AETNA INC NEW COM 00817Y108 33,558 186,033 SH   SOLE   186,033 0 0
APPLIED MATLS INC COM 038222105 33,536 656,021 SH   SOLE   656,021 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 32,820 210,479 SH   SOLE   210,479 0 0
THOR INDS INC COM 885160101 30,388 201,619 SH   SOLE   201,619 0 0
COPART INC COM 217204106 29,868 691,544 SH   SOLE   691,544 0 0
LAM RESEARCH CORP COM 512807108 29,786 161,817 SH   SOLE   161,817 0 0
BIOGEN INC COM 09062X103 29,468 92,500 SH   SOLE   92,500 0 0
ARISTA NETWORKS INC COM 040413106 29,338 124,535 SH   SOLE   124,535 0 0
STATE STREET COM 857477103 28,854 295,600 SH   SOLE   295,600 0 0
DANA INCORPORATED COM 235825205 28,387 886,816 SH   SOLE   886,816 0 0
ALIGN TECHNOLOGY INC COM 016255101 28,344 127,566 SH   SOLE   127,566 0 0
UNITED RENTALS INC COM 911363109 28,021 163,000 SH   SOLE   163,000 0 0
CDW CORP COM 12514G108 27,095 389,911 SH   SOLE   389,911 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 26,442 281,300 SH   SOLE   281,300 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 26,373 849,100 SH   SOLE   849,100 0 0
PRA HEALTH SCIENCES INC COM 69354M108 25,716 282,380 SH   SOLE   282,380 0 0
JOHNSON & JOHNSON COM 478160104 25,247 180,698 SH   SOLE   180,698 0 0
APOLLO GLOBAL MGMT LLC CL A SHS 037612306 24,621 735,600 SH   SOLE   735,600 0 0
SYNOPSYS INC COM 871607107 23,781 278,983 SH   SOLE   278,983 0 0
SYNNEX CORP COM 87162W100 22,672 166,768 SH   SOLE   166,768 0 0
BERRY GLOBAL GROUP INC COM 08579W103 22,001 374,988 SH   SOLE   374,988 0 0
BORGWARNER INC COM 099724106 20,339 398,100 SH   SOLE   398,100 0 0
WEIBO CORP SPONSORED ADR 948596101 18,261 176,500 SH   SOLE   176,500 0 0
GENERAL DYNAMICS CORP COM 369550108 17,089 83,997 SH   SOLE   83,997 0 0
MASTERCARD INCORPORATED CL A 57636Q104 16,695 110,300 SH   SOLE   110,300 0 0
PRICE T ROWE GROUP INC COM 74144T108 15,572 148,400 SH   SOLE   148,400 0 0
SMITH A O COM 831865209 15,495 252,861 SH   SOLE   252,861 0 0
TERADYNE INC COM 880770102 15,412 368,100 SH   SOLE   368,100 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 15,385 237,900 SH   SOLE   237,900 0 0
CBRE GROUP INC CL A 12504L109 14,500 334,800 SH   SOLE   334,800 0 0
VISA INC COM CL A 92826C839 14,248 124,959 SH   SOLE   124,959 0 0
RAYTHEON CO COM NEW 755111507 13,954 74,285 SH   SOLE   74,285 0 0
ABBVIE INC COM 00287Y109 13,859 143,300 SH   SOLE   143,300 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 12,742 134,200 SH   SOLE   134,200 0 0
MGIC INVT CORP WIS COM 552848103 12,708 900,632 SH   SOLE   900,632 0 0
PRICELINE GRP INC COM NEW 741503403 12,440 7,159 SH   SOLE   7,159 0 0
COMCAST CORP NEW CL A 20030N101 11,814 294,971 SH   SOLE   294,971 0 0
AON PLC SHS CL A G0408V102 11,546 86,161 SH   SOLE   86,161 0 0
CELGENE CORP COM 151020104 11,240 107,700 SH   SOLE   107,700 0 0
LCI INDS COM 50189K103 10,932 84,091 SH   SOLE   84,091 0 0
CIRRUS LOGIC INC COM 172755100 10,795 208,147 SH   SOLE   208,147 0 0
IPG PHOTONICS CORP COM 44980X109 10,578 49,400 SH   SOLE   49,400 0 0
AMPHENOL CORP NEW CL A 032095101 10,492 119,500 SH   SOLE   119,500 0 0
MKS INSTRUMENT INC COM 55306N104 10,346 109,486 SH   SOLE   109,486 0 0
ARROW ELECTRS INC COM 042735100 10,204 126,900 SH   SOLE   126,900 0 0
LITTELFUSE INC COM 537008104 10,010 50,600 SH   SOLE   50,600 0 0
VMWARE INC CL A COM 928563402 9,512 75,900 SH   SOLE   75,900 0 0
D R HORTON INC COM 23331A109 9,193 180,000 SH   SOLE   180,000 0 0
PAYCOM SOFTWARE INC COM 70432V102 9,139 113,764 SH   SOLE   113,764 0 0
ROPER TECHNOLOGIES INC COM 776696106 9,111 35,178 SH   SOLE   35,178 0 0
WORLDPAY INC CL A 981558109 9,010 122,500 SH   SOLE   122,500 0 0
DELUXE CORP COM 248019101 8,871 115,447 SH   SOLE   115,447 0 0
AMGEN INC COM 031162100 8,557 49,205 SH   SOLE   49,205 0 0
EVERCORE INC CLASS A 29977A105 8,522 94,688 SH   SOLE   94,688 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 8,085 40,200 SH   SOLE   40,200 0 0
TENNECO INC COM 880349105 7,979 136,300 SH   SOLE   136,300 0 0
HELMERICH & PAYNE INC COM 423452101 7,900 122,220 SH   SOLE   122,220 0 0
INTEL CORP COM 458140100 7,792 168,800 SH   SOLE   168,800 0 0
CENTERPOINT ENERGY INC COM 15189T107 7,294 257,185 SH   SOLE   257,185 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 6,757 56,500 SH   SOLE   56,500 0 0
MURPHY OIL CORP COM 626717102 6,440 207,409 SH   SOLE   207,409 0 0
MARATHON PETE CORP COM 56585A102 6,268 95,000 SH   SOLE   95,000 0 0
GARMIN LTD SHS H2906T109 5,897 99,000 SH   SOLE   99,000 0 0
HASBRO INC COM 418056107 5,292 58,222 SH   SOLE   58,222 0 0
NICE LTD SPONSORED ADR 653656108 4,807 52,300 SH   SOLE   52,300 0 0
LOGMEIN INC COM 54142L109 3,615 31,569 SH   SOLE   31,569 0 0
CINTAS CORP COM 172908105 1,614 10,359 SH   SOLE   10,359 0 0
EXTREME NETWORKS INC COM 30226D106 820 65,471 SH   SOLE   65,471 0 0
INSTALLED BLDG PRODS INC COM 45780R101 790 10,398 SH   SOLE   10,398 0 0
CONTROL4 CORP COM 21240D107 767 25,760 SH   SOLE   25,760 0 0
ULTRA CLEAN HLDGS INC COM 90385V107 677 29,316 SH   SOLE   29,316 0 0
ENTEGRIS INC COM 29362U104 556 18,262 SH   SOLE   18,262 0 0
FOX FACTORY HLDG CORP COM 35138V102 544 14,006 SH   SOLE   14,006 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 542 7,699 SH   SOLE   7,699 0 0
ALAMO GROUP INC COM 011311107 520 4,609 SH   SOLE   4,609 0 0
STAMPS COM INC COM NEW 852857200 486 2,586 SH   SOLE   2,586 0 0
FEDERATED INVS INC PA CL B 314211103 473 13,101 SH   SOLE   13,101 0 0
PETMED EXPRESS INC COM 716382106 467 10,267 SH   SOLE   10,267 0 0
KULICKE & SOFFA INDS INC COM 501242101 458 18,807 SH   SOLE   18,807 0 0
LGI HOMES INC COM 50187T106 458 6,098 SH   SOLE   6,098 0 0
WINNEBAGO INDS INC COM 974637100 445 8,011 SH   SOLE   8,011 0 0
VISTEON CORP COM NEW 92839U206 441 3,521 SH   SOLE   3,521 0 0
GREEN DOT CORP CL A 39304D102 434 7,194 SH   SOLE   7,194 0 0
EMCOR GROUP INC COM 29084Q100 425 5,193 SH   SOLE   5,193 0 0
HOULIHAN LOKEY INC CL A 441593100 424 9,342 SH   SOLE   9,342 0 0
ON ASSIGNMENT INC COM 682159108 420 6,538 SH   SOLE   6,538 0 0
VONAGE HLDGS CORP COM 92886T201 420 41,304 SH   SOLE   41,304 0 0
GENERAC HLDGS INC COM 368736104 418 8,441 SH   SOLE   8,441 0 0
ORBOTECH LTD ORD M75253100 411 8,182 SH   SOLE   8,182 0 0
MEDPACE HLDGS INC COM 58506Q109 409 11,284 SH   SOLE   11,284 0 0
MCBC HLDGS INC COM 55276F107 405 18,209 SH   SOLE   18,209 0 0
INGEVITY CORP COM 45688C107 385 5,468 SH   SOLE   5,468 0 0
BELDEN INC COM 077454106 379 4,917 SH   SOLE   4,917 0 0
SYNTEL INC COM 87162H103 374 16,283 SH   SOLE   16,283 0 0
INNOSPEC INC COM 45768S105 372 5,273 SH   SOLE   5,273 0 0
KADANT INC COM 48282T104 370 3,690 SH   SOLE   3,690 0 0
ESSENT GROUP LTD COM G3198U102 351 8,077 SH   SOLE   8,077 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 339 11,020 SH   SOLE   11,020 0 0
GRAND CANYON ED INC COM 38526M106 336 3,751 SH   SOLE   3,751 0 0
HEICO CORP NEW COM 422806109 335 3,551 SH   SOLE   3,551 0 0
LUMENTUM HLDGS INC COM 55024U109 333 6,800 SH   SOLE   6,800 0 0
NUTRI SYS INC NEW COM 67069D108 290 5,516 SH   SOLE   5,516 0 0
ADVANCED ENERGY INDS COM 007973100 232 3,439 SH   SOLE   3,439 0 0