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 71,830 387,163 SH   SOLE   387,163 0 0
FACEBOOK INC CL A 30303M102 39,968 205,680 SH   SOLE   205,680 0 0
AMAZON COM INC COM 023135106 37,938 22,319 SH   SOLE   22,319 0 0
APPLE INC COM 037833100 35,250 190,430 SH   SOLE   190,430 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 35,183 143,407 SH   SOLE   143,407 0 0
LEAR CORP COM NEW 521865204 33,596 180,807 SH   SOLE   180,807 0 0
ALPHABET INC CAP STK CL A 02079K305 32,412 28,704 SH   SOLE   28,704 0 0
YY INC ADS REPCOM CL A 98426T106 31,779 316,300 SH   SOLE   316,300 0 0
CBRE GROUP INC CL A 12504L109 31,723 664,500 SH   SOLE   664,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 31,430 859,680 SH   SOLE   859,680 0 0
ALIGN TECHNOLOGY INC COM 016255101 30,747 89,866 SH   SOLE   89,866 0 0
JP MORGAN CHASE & CO COM 46625H100 30,493 292,640 SH   SOLE   292,640 0 0
MASTERCARD INC CL A 57636Q104 28,515 145,100 SH   SOLE   145,100 0 0
COPART INC COM 217204106 28,164 497,944 SH   SOLE   497,944 0 0
CENTENE CORP DEL COM 15135B101 26,453 214,700 SH   SOLE   214,700 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 25,361 251,100 SH   SOLE   251,100 0 0
GENTEX CORP COM 371901109 23,586 1,024,600 SH   SOLE   1,024,600 0 0
STATE STR CORP COM 857477103 23,440 251,800 SH   SOLE   251,800 0 0
BAIDU INC SPON ADR REP A 056752108 22,599 93,000 SH   SOLE   93,000 0 0
CDW CORP COM 12514G108 22,525 278,811 SH   SOLE   278,811 0 0
PRA HEALTH SCIENCES INC COM 69354M108 22,283 238,680 SH   SOLE   238,680 0 0
ABBVIE INC COM 00287Y109 21,986 237,300 SH   SOLE   237,300 0 0
ARISTA NETWORKS INC COM 040413106 21,612 83,935 SH   SOLE   83,935 0 0
PRICE T ROWE GROUP INC COM 74144T108 21,500 185,200 SH   SOLE   185,200 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 21,130 385,800 SH   SOLE   385,800 0 0
APPLIED MATLS INC COM 038222105 19,840 429,521 SH   SOLE   429,521 0 0
STEEL DYNAMICS INC COM 858119100 19,821 431,350 SH   SOLE   431,350 0 0
TRANSDIGM GROUP INC COM 893641100 19,500 56,500 SH   SOLE   56,500 0 0
CIGNA CORP COM 125509109 19,442 114,400 SH   SOLE   114,400 0 0
LAM RESEARCH CORP COM 512807108 19,431 112,417 SH   SOLE   112,417 0 0
BLACKROCK INC COM 09247X101 19,213 38,500 SH   SOLE   38,500 0 0
AETNA INC NEW COM 00817Y108 18,099 98,633 SH   SOLE   98,633 0 0
AFLAC INC COM 001055102 17,569 408,400 SH   SOLE   408,400 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 17,387 164,888 SH   SOLE   164,888 0 0
UNITED RENTALS INC COM 911363109 17,080 115,700 SH   SOLE   115,700 0 0
SYNOPSYS INC COM 871607107 16,984 198,483 SH   SOLE   198,483 0 0
WETLAKE CHEM CORP COM 960413102 16,844 156,500 SH   SOLE   156,500 0 0
JOHNSON & JOHNSON COM 478160104 16,453 135,598 SH   SOLE   135,598 0 0
GALLAGHER ARTHUR J & CO COM 363576109 15,794 241,950 SH   SOLE   241,950 0 0
AMC NETWORKS INC CL A 00164V103 15,724 252,800 SH   SOLE   252,800 0 0
WEIBO CORP SPONSORED ADR 948596101 15,524 174,900 SH   SOLE   174,900 0 0
INFOSYS LTD SPONSORED ADR 456788108 14,846 764,100 SH   SOLE   764,100 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 13,822 290,500 SH   SOLE   290,500 0 0
MARATHON PETE CORP COM 56585A102 13,751 196,000 SH   SOLE   196,000 0 0
BORGWARNER INC COM 099724106 13,056 302,500 SH   SOLE   302,500 0 0
LITTLEFUSE INC COM 537008104 12,485 54,716 SH   SOLE   54,716 0 0
D R HORTON INC COM 23331A109 12,386 302,100 SH   SOLE   302,100 0 0
VISA INC COM CL A 92826C839 12,299 92,859 SH   SOLE   92,859 0 0
ASGN INC COM 00191U102 12,162 155,538 SH   SOLE   155,538 0 0
PAYCOM SOFTWARE INC COM 70432V102 11,550 116,864 SH   SOLE   116,864 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 11,236 118,700 SH   SOLE   118,700 0 0
RAYTHEON CO COM NEW 755111507 11,028 57,085 SH   SOLE   57,085 0 0
BOOKING HLDGS INC COM 09857L108 10,863 5,359 SH   SOLE   5,359 0 0
BIOGEN IDEC INC COM 09062X103 10,855 37,400 SH   SOLE   37,400 0 0
MKS INSTRUMENT INC COM 55306N104 10,832 113,186 SH   SOLE   113,186 0 0
LAZARD LTD SHS A G54050102 10,579 216,300 SH   SOLE   216,300 0 0
SMITH AO COM 831865209 10,290 173,961 SH   SOLE   173,961 0 0
S&P GLOBAL INC COM 78409V104 10,195 50,000 SH   SOLE   50,000 0 0
MOELIS & CO CL A 60786M105 10,191 173,755 SH   SOLE   173,755 0 0
HCA HOLDINGS INC COM 40412C101 9,521 92,800 SH   SOLE   92,800 0 0
BROADCOM INC COM 11135F101 8,586 35,387 SH   SOLE   35,387 0 0
AARONS INC COM PAR $0.50 002535300 8,299 191,000 SH   SOLE   191,000 0 0
LGI HOMES INC COM 50187T106 8,226 142,498 SH   SOLE   142,498 0 0
DANA INCORPORATED COM 235825205 7,683 380,516 SH   SOLE   380,516 0 0
TERNIUM SA SPON ADR 880890108 7,619 218,800 SH   SOLE   218,800 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 7,387 30,000 SH   SOLE   30,000 0 0
ROPER INDS INC NEW COM 776696106 7,223 26,178 SH   SOLE   26,178 0 0
IPG PHOTONICS CORP COM 44980X109 7,060 32,000 SH   SOLE   32,000 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 6,653 76,000 SH   SOLE   76,000 0 0
WORLDPAY INC CL A 981558109 6,493 79,400 SH   SOLE   79,400 0 0
VMWARE INC CL A COM 928563402 6,290 42,800 SH   SOLE   42,800 0 0
ARROW ELECTRS INC COM 042735100 6,113 81,200 SH   SOLE   81,200 0 0
COMCAST CORP NEW CL A SPL 20030N101 5,816 177,271 SH   SOLE   177,271 0 0
INTEL CORP COM 458140100 5,592 112,500 SH   SOLE   112,500 0 0
LPL FINL HLDGS INC COM 50212V100 5,047 77,000 SH   SOLE   77,000 0 0
NICE LTD SPONSORED ADR 653656108 4,877 47,000 SH   SOLE   47,000 0 0
AMPHENOL CORP NEW CL A 032095101 4,645 53,300 SH   SOLE   53,300 0 0
GARMIN LTD SHS H2906T109 4,496 73,700 SH   SOLE   73,700 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 4,118 30,850 SH   SOLE   30,850 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,966 27,000 SH   SOLE   27,000 0 0
LOUISIANA PAC CORP COM 546347105 2,150 79,000 SH   SOLE   79,000 0 0
CINTAS CORP COM 172908105 1,917 10,359 SH   SOLE   10,359 0 0
MOMO INC ADR 60879B107 1,057 24,300 SH   SOLE   24,300 0 0
GENERAL DYNAMICS CORP COM 369550108 1,052 5,646 SH   SOLE   5,646 0 0
SODASTREAM INTERNATIONAL LTD USD SHS M9068E105 657 7,699 SH   SOLE   7,699 0 0
FOX FACTORY HLDG CORP COM 35138V102 652 14,006 SH   SOLE   14,006 0 0
ENTEGRIS INC COM 29362U104 619 18,262 SH   SOLE   18,262 0 0
VONAGE HLDGS CORP COM 92886T201 532 41,304 SH   SOLE   41,304 0 0
GREEN DOT CORP CL A 39304D102 528 7,194 SH   SOLE   7,194 0 0
MCBC HLDGS INC COM 55276F107 527 18,209 SH   SOLE   18,209 0 0
ORBOTECH LTD ORD SHS CL A M75253100 506 8,182 SH   SOLE   8,182 0 0
REGIONAL MGMT CORP COM 75902K106 488 13,927 SH   SOLE   13,927 0 0
MEDPACE HLDGS INC COM 58506Q109 485 11,284 SH   SOLE   11,284 0 0
HOULIHAN LOKEY INC CL A 441593100 478 9,342 SH   SOLE   9,342 0 0
DECKERS OUTDOOR CORP COM 243537107 477 4,223 SH   SOLE   4,223 0 0
TEXAS ROADHOUSE INC COM 882681109 457 6,969 SH   SOLE   6,969 0 0
GENERAC HLDGS INC COM 368736104 437 8,441 SH   SOLE   8,441 0 0
ONEMAIN HLDGS INC COM 68268W103 424 12,745 SH   SOLE   12,745 0 0
HEICO CORP NEW CL A 422806109 405 5,547 SH   SOLE   5,547 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 397 11,020 SH   SOLE   11,020 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 391 13,363 SH   SOLE   13,363 0 0
LCI INDS COM 50189K103 387 4,291 SH   SOLE   4,291 0 0
AMEDISYS INC COM 023436108 385 4,506 SH   SOLE   4,506 0 0
VIRTU FINL INC CL A 928254101 384 14,448 SH   SOLE   14,448 0 0
LHC GROUP INC COM 50187A107 374 4,375 SH   SOLE   4,375 0 0
TREX CO INC COM 89531P105 369 5,902 SH   SOLE   5,902 0 0
ICHOR HOLDINGS SHS G4740B105 369 17,395 SH   SOLE   17,395 0 0
PGT INNOVATIONS INC COM 69336V101 367 17,603 SH   SOLE   17,603 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 361 3,115 SH   SOLE   3,115 0 0
FIRST DEFIANCE FINL CORP COM 32006W106 361 5,382 SH   SOLE   5,382 0 0
KADANT INC COM 48282T104 355 3,690 SH   SOLE   3,690 0 0
MSA SAFETY INC COM 553498106 351 3,642 SH   SOLE   3,642 0 0
SYNTEL INC COM 87162H103 348 10,831 SH   SOLE   10,831 0 0
BALCHEM CORP COM 057665200 346 3,524 SH   SOLE   3,524 0 0
COMPUTER PROGRAMS & SYS INC COM 205306103 340 10,340 SH   SOLE   10,340 0 0
STAMPS INC COM NEW 852857200 337 1,330 SH   SOLE   1,330 0 0
GRAND CANYON ED INC COM 38526M106 335 3,005 SH   SOLE   3,005 0 0
EMCOR GROUP INC COM 29084Q100 328 4,308 SH   SOLE   4,308 0 0
LANDSTAR SYS INC COM 515098101 326 2,985 SH   SOLE   2,985 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 326 3,866 SH   SOLE   3,866 0 0
WINNEBAGO INDS INC COM 974637100 325 8,011 SH   SOLE   8,011 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 319 4,660 SH   SOLE   4,660 0 0
NMI HLDGS INC CL A 629209305 318 19,483 SH   SOLE   19,483 0 0
MALIBU BOATS INC COM CL A 56117J100 315 7,521 SH   SOLE   7,521 0 0
CAL MAINE FOODS INC COM NEW 128030202 315 6,875 SH   SOLE   6,875 0 0
CHOICE HOTELS INTL INC COM 169905106 309 4,083 SH   SOLE   4,083 0 0
NANOMETRICS INC COM 630077105 303 8,556 SH   SOLE   8,556 0 0
BELDEN INC COM 077454106 301 4,917 SH   SOLE   4,917 0 0
RADIAN GROUP INC COM 750236101 300 18,477 SH   SOLE   18,477 0 0
SRC ENERGY INC COM 78470V108 298 27,065 SH   SOLE   27,065 0 0
BEACON ROOFING SUPPLY INC COM 073685109 296 6,949 SH   SOLE   6,949 0 0
ESSENT GROUP LTD COM G3198U102 289 8,077 SH   SOLE   8,077 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 289 20,215 SH   SOLE   20,215 0 0
THOR INDS INC COM 885160101 287 2,950 SH   SOLE   2,950 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 233 4,860 SH   SOLE   4,860 0 0
SMART GLOBAL HLDGS INC SHS G8232Y101 218 6,841 SH   SOLE   6,841 0 0
COVIA HLDGS CORP COM 22305A103 201 10,835 SH   SOLE   10,835 0 0