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
AAON INC COM PAR $0.004 000360206 4,148 118,300 SH   SOLE   118,300 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 18,049 128,000 SH   SOLE   128,000 0 0
ACI WORLDWIDE INC COM 004498101 2,194 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 20,631 443,000 SH   SOLE   443,000 0 0
ACUITY BRANDS INC COM 00508Y102 1,379 12,000 SH   SOLE   12,000 0 0
ADOBE INC COM 00724f101 8,823 39,000 SH   SOLE   39,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,921 12,200 SH   SOLE   12,200 0 0
AIR PRODS & CHEMS INC COM 009158106 1,120 7,000 SH   SOLE   7,000 0 0
AKORN INC COM 009728106 268 79,000 SH   SOLE   79,000 0 0
ALARM COM HLDGS INC COM 011642105 1,426 27,500 SH   SOLE   27,500 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 33,881 348,000 SH   SOLE   348,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 19,053 139,000 SH   SOLE   139,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 628 3,000 SH   SOLE   3,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,176 6,700 SH   SOLE   6,700 0 0
ALPHABET INC CAP STK CL A 02079K305 22,362 21,400 SH   SOLE   21,400 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 14,971 1,100,000 SH   SOLE   1,100,000 0 0
AMAZON COM INC COM 023135106 27,486 18,300 SH   SOLE   18,300 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 7,387 81,600 SH   SOLE   81,600 0 0
AMERICAN TOWER CORP NEW COM 03027x100 16,040 101,400 SH   SOLE   101,400 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 468 8,400 SH   SOLE   8,400 0 0
AMETEK INC NEW COM 031100100 23,028 340,150 SH   SOLE   340,150 0 0
AMPHENOL CORP NEW CL A 032095101 23,698 292,500 SH   SOLE   292,500 0 0
ANADARKO PETE CORP COM 032511107 3,069 70,000 SH   SOLE   70,000 0 0
ANSYS INC COM 03662Q105 27,730 194,000 SH   SOLE   194,000 0 0
APPLE INC COM 037833100 4,574 29,000 SH   SOLE   29,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,510 28,000 SH   SOLE   28,000 0 0
APTARGROUP INC COM 038336103 14,816 157,500 SH   SOLE   157,500 0 0
ARCH CAP GROUP LTD ORD G0450A105 12,361 462,600 SH   SOLE   462,600 0 0
ARISTA NETWORKS INC COM 040413106 590 2,800 SH   SOLE   2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 740 11,100 SH   SOLE   11,100 0 0
ASGN INC COM 00191U102 774 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,059 15,700 SH   SOLE   15,700 0 0
AUTOZONE INC COM 053332102 16,348 19,500 SH   SOLE   19,500 0 0
AVANOS MED INC COM 05350V106 990 22,100 SH   SOLE   22,100 0 0
AXON ENTERPRISE INC COM 05464C101 534 12,200 SH   SOLE   12,200 0 0
AZZ INC COM 002474104 2,805 69,500 SH   SOLE   69,500 0 0
B & G FOODS INC NEW COM 05508r106 1,122 38,800 SH   SOLE   38,800 0 0
BALCHEM CORP COM 057665200 995 12,700 SH   SOLE   12,700 0 0
BALL CORP COM 058498106 17,951 390,400 SH   SOLE   390,400 0 0
BANK AMER CORP COM 060505104 10,965 445,000 SH   SOLE   445,000 0 0
BECTON DICKINSON & CO COM 075887109 13,227 58,704 SH   SOLE   58,704 0 0
BIOGEN INC COM 09062x103 9,629 32,000 SH   SOLE   32,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,515 100,000 SH   SOLE   100,000 0 0
BLACKBAUD INC COM 09227Q100 1,591 25,300 SH   SOLE   25,300 0 0
BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 60 12,000 SH   SOLE   12,000 0 0
BLACKROCK INC COM 09247X101 3,143 8,000 SH   SOLE   8,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,347 280,000 SH   SOLE   280,000 0 0
BOINGO WIRELESS INC COM 09739C102 714 34,700 SH   SOLE   34,700 0 0
BOOKING HLDGS INC COM 09857l108 2,584 1,500 SH   SOLE   1,500 0 0
BOTTOMLINE TECH DEL INC COM 101388106 883 18,400 SH   SOLE   18,400 0 0
BROADCOM INC COM 11135f101 3,560 14,000 SH   SOLE   14,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,399 45,700 SH   SOLE   45,700 0 0
BROOKS AUTOMATION INC COM 114340102 694 26,500 SH   SOLE   26,500 0 0
BROWN FORMAN CORP CL B 115637209 564 11,850 SH   SOLE   11,850 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 301 3,160 SH   SOLE   3,160 0 0
CACI INTL INC CL A 127190304 763 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 7,335 168,700 SH   SOLE   168,700 0 0
CAL MAINE FOODS INC COM NEW 128030202 533 12,600 SH   SOLE   12,600 0 0
CALAVO GROWERS INC COM 128246105 3,954 54,200 SH   SOLE   54,200 0 0
CANADIAN NATL RY CO COM 136375102 14,955 201,800 SH   SOLE   201,800 0 0
CANTEL MEDICAL CORP COM 138098108 2,971 39,900 SH   SOLE   39,900 0 0
CARLISLE COS INC COM 142339100 10,605 105,500 SH   SOLE   105,500 0 0
CASEYS GEN STORES INC COM 147528103 6,266 48,900 SH   SOLE   48,900 0 0
CAVCO INDS INC DEL COM 149568107 1,473 11,300 SH   SOLE   11,300 0 0
CELGENE CORP COM 151020104 21,983 343,000 SH   SOLE   343,000 0 0
CHEESECAKE FACTORY INC COM 163072101 1,736 39,900 SH   SOLE   39,900 0 0
CHEMED CORP NEW COM 16359R103 16,770 59,200 SH   SOLE   59,200 0 0
CHILDRENS PL INC COM 168905107 568 6,300 SH   SOLE   6,300 0 0
CHUBB LIMITED COM h1467j104 5,271 40,800 SH   SOLE   40,800 0 0
CHURCH & DWIGHT INC COM 171340102 27,659 420,600 SH   SOLE   420,600 0 0
CHURCHILL DOWNS INC COM 171484108 6,196 25,400 SH   SOLE   25,400 0 0
CINTAS CORP COM 172908105 4,401 26,200 SH   SOLE   26,200 0 0
CISCO SYS INC COM 17275r102 3,163 73,000 SH   SOLE   73,000 0 0
CITIGROUP INC COM NEW 172967424 4,425 85,000 SH   SOLE   85,000 0 0
COGNEX CORP COM 192422103 998 25,800 SH   SOLE   25,800 0 0
COHERENT INC COM 192479103 370 3,500 SH   SOLE   3,500 0 0
COMCAST CORP NEW CL A 20030n101 3,064 90,000 SH   SOLE   90,000 0 0
COMFORT SYS USA INC COM 199908104 1,621 37,100 SH   SOLE   37,100 0 0
CONSTELLATION BRANDS INC CL A 21036p108 11,579 72,000 SH   SOLE   72,000 0 0
COOPER STD HLDGS INC COM 21676P103 497 8,000 SH   SOLE   8,000 0 0
COSTCO WHSL CORP NEW COM 22160K105 13,241 65,000 SH   SOLE   65,000 0 0
CROCS INC COM 227046109 1,707 65,700 SH   SOLE   65,700 0 0
CROWN HOLDINGS INC COM 228368106 2,299 55,300 SH   SOLE   55,300 0 0
DANAHER CORP DEL COM 235851102 20,686 200,600 SH   SOLE   200,600 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,511 33,900 SH   SOLE   33,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,493 70,000 SH   SOLE   70,000 0 0
DENTSPLY SIRONA INC COM 24906P109 1,053 28,300 SH   SOLE   28,300 0 0
DEXCOM INC COM 252131107 7,907 66,000 SH   SOLE   66,000 0 0
DIAMONDBACK ENERGY INC COM 25278x109 9,733 105,000 SH   SOLE   105,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,399 31,000 SH   SOLE   31,000 0 0
DOMINOS PIZZA INC COM 25754A201 10,788 43,500 SH   SOLE   43,500 0 0
ECOLAB INC COM 278865100 21,778 147,800 SH   SOLE   147,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,578 56,000 SH   SOLE   56,000 0 0
EL PASO ELEC CO COM NEW 283677854 1,895 37,800 SH   SOLE   37,800 0 0
ELECTRONIC ARTS INC COM 285512109 5,918 75,000 SH   SOLE   75,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,591 42,000 SH   SOLE   42,000 0 0
ENERSYS COM 29275Y102 7,140 92,000 SH   SOLE   92,000 0 0
ENOVA INTL INC COM 29357K103 514 26,400 SH   SOLE   26,400 0 0
ENPRO INDS INC COM 29355X107 2,680 44,600 SH   SOLE   44,600 0 0
ENSTAR GROUP LIMITED SHS G3075P101 352 2,100 SH   SOLE   2,100 0 0
EPLUS INC COM 294268107 6,640 93,300 SH   SOLE   93,300 0 0
EQUIFAX INC COM 294429105 1,909 20,500 SH   SOLE   20,500 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 4,691 48,300 SH   SOLE   48,300 0 0
ESTERLINE TECHNOLOGIES CORP COM 297425100 1,810 14,900 SH   SOLE   14,900 0 0
EVERBRIDGE INC COM 29978A104 1,839 32,400 SH   SOLE   32,400 0 0
EXACT SCIENCES CORP COM 30063P105 13,819 219,000 SH   SOLE   219,000 0 0
EXELIXIS INC COM 30161Q104 19,670 1,000,000 SH   SOLE   1,000,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,036 57,700 SH   SOLE   57,700 0 0
EXPONENT INC COM 30214U102 6,815 134,400 SH   SOLE   134,400 0 0
F M C CORP COM NEW 302491303 3,476 47,000 SH   SOLE   47,000 0 0
FACEBOOK INC CL A 30303m102 19,926 152,000 SH   SOLE   152,000 0 0
FAIR ISAAC CORP COM 303250104 9,443 50,500 SH   SOLE   50,500 0 0
FIRST FINL BANKSHARES COM 32020R109 6,031 104,548 SH   SOLE   104,548 0 0
FISERV INC COM 337738108 27,779 378,000 SH   SOLE   378,000 0 0
FIVE9 INC COM 338307101 2,374 54,300 SH   SOLE   54,300 0 0
FTI CONSULTING INC COM 302941109 1,599 24,000 SH   SOLE   24,000 0 0
GARTNER INC COM 366651107 8,847 69,200 SH   SOLE   69,200 0 0
GATX CORP COM 361448103 814 11,500 SH   SOLE   11,500 0 0
GENERAL MLS INC COM 370334104 428 11,000 SH   SOLE   11,000 0 0
GENTHERM INC COM 37253A103 716 17,900 SH   SOLE   17,900 0 0
GRACO INC COM 384109104 540 12,900 SH   SOLE   12,900 0 0
GREEN DOT CORP CL A 39304D102 2,616 32,900 SH   SOLE   32,900 0 0
GRUBHUB INC COM 400110102 11,829 154,000 SH   SOLE   154,000 0 0
HAEMONETICS CORP COM 405024100 1,151 11,500 SH   SOLE   11,500 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 5,024 48,500 SH   SOLE   48,500 0 0
HEALTHCARE SVCS GRP INC COM 421906108 8,671 215,800 SH   SOLE   215,800 0 0
HEICO CORP NEW COM 422806109 32,154 414,999 SH   SOLE   414,999 0 0
HELEN OF TROY CORP LTD COM G4388N106 2,571 19,600 SH   SOLE   19,600 0 0
HENRY JACK & ASSOC INC COM 426281101 12,703 100,400 SH   SOLE   100,400 0 0
HILTON GRAND VACATIONS INC COM 43283X105 472 17,900 SH   SOLE   17,900 0 0
HOME DEPOT INC COM 437076102 3,265 19,000 SH   SOLE   19,000 0 0
HORMEL FOODS CORP COM 440452100 2,228 52,200 SH   SOLE   52,200 0 0
HUNT J B TRANS SVCS INC COM 445658107 4,987 53,600 SH   SOLE   53,600 0 0
ICU MED INC COM 44930G107 7,233 31,500 SH   SOLE   31,500 0 0
IDEX CORP COM 45167r104 10,574 83,750 SH   SOLE   83,750 0 0
IDEXX LABS INC COM 45168D104 33,056 177,700 SH   SOLE   177,700 0 0
IHS MARKIT LTD SHS g47567105 9,549 199,054 SH   SOLE   199,054 0 0
ILLUMINA INC COM 452327109 11,247 37,500 SH   SOLE   37,500 0 0
INGREDION INC COM 457187102 2,111 23,100 SH   SOLE   23,100 0 0
INSPERITY INC COM 45778Q107 1,979 21,200 SH   SOLE   21,200 0 0
INSTRUCTURE INC COM 45781U103 788 21,000 SH   SOLE   21,000 0 0
INSULET CORP COM 45784P101 968 12,200 SH   SOLE   12,200 0 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 604 13,400 SH   SOLE   13,400 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 7,358 73,000 SH   SOLE   73,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 3,066 40,700 SH   SOLE   40,700 0 0
INTUIT COM 461202103 9,291 47,200 SH   SOLE   47,200 0 0
IQVIA HLDGS INC COM 46266c105 2,625 22,600 SH   SOLE   22,600 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,671 20,600 SH   SOLE   20,600 0 0
J & J SNACK FOODS CORP COM 466032109 14,965 103,500 SH   SOLE   103,500 0 0
J2 GLOBAL INC COM 48123V102 2,727 39,300 SH   SOLE   39,300 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 4,463 36,000 SH   SOLE   36,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 941 13,100 SH   SOLE   13,100 0 0
JPMORGAN CHASE & CO COM 46625h100 5,076 52,000 SH   SOLE   52,000 0 0
KADANT INC COM 48282T104 1,051 12,900 SH   SOLE   12,900 0 0
KAMAN CORP COM 483548103 656 11,700 SH   SOLE   11,700 0 0
KAYNE ANDERSON MDSTM ENERGY COM 48661E108 109 11,337 SH   SOLE   11,337 0 0
KORN FERRY INTL COM NEW 500643200 463 11,700 SH   SOLE   11,700 0 0
LANCASTER COLONY CORP COM 513847103 2,052 11,600 SH   SOLE   11,600 0 0
LANDSTAR SYS INC COM 515098101 3,234 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 7,025 54,000 SH   SOLE   54,000 0 0
LCI INDS COM 50189K103 2,131 31,900 SH   SOLE   31,900 0 0
LENDINGTREE INC NEW COM 52603B107 5,797 26,400 SH   SOLE   26,400 0 0
LENNOX INTL INC COM 526107107 20,704 94,600 SH   SOLE   94,600 0 0
LHC GROUP INC COM 50187A107 760 8,100 SH   SOLE   8,100 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 70 13,000 SH   SOLE   13,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 6,625 84,019 SH   SOLE   84,019 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 7,406 460,000 SH   SOLE   460,000 0 0
LITTELFUSE INC COM 537008104 4,338 25,300 SH   SOLE   25,300 0 0
LKQ CORP COM 501889208 3,405 143,500 SH   SOLE   143,500 0 0
LYDALL INC DEL COM 550819106 317 15,600 SH   SOLE   15,600 0 0
MARKETAXESS HLDGS INC COM 57060D108 507 2,400 SH   SOLE   2,400 0 0
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 2,217 31,440 SH   SOLE   31,440 0 0
MASTERCARD INCORPORATED CL A 57636Q104 19,903 105,500 SH   SOLE   105,500 0 0
MAXIMUS INC COM 577933104 3,118 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 6,753 48,500 SH   SOLE   48,500 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 9,034 134,000 SH   SOLE   134,000 0 0
MEDIFAST INC COM 58470H101 1,425 11,400 SH   SOLE   11,400 0 0
MERCURY SYS INC COM 589378108 1,527 32,300 SH   SOLE   32,300 0 0
MERIT MED SYS INC COM 589889104 1,518 27,200 SH   SOLE   27,200 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 34,500 61,000 SH   SOLE   61,000 0 0
MICRON TECHNOLOGY INC COM 595112103 3,332 105,000 SH   SOLE   105,000 0 0
MIDDLEBY CORP COM 596278101 6,308 61,400 SH   SOLE   61,400 0 0
MONRO INC COM 610236101 6,181 89,900 SH   SOLE   89,900 0 0
MOVADO GROUP INC COM 624580106 930 29,400 SH   SOLE   29,400 0 0
NEOGEN CORP COM 640491106 2,227 39,066 SH   SOLE   39,066 0 0
NETFLIX INC COM 64110l106 17,130 64,000 SH   SOLE   64,000 0 0
NEUBERGER BERMAN RE ES SEC F COM 64190A103 58 14,000 SH   SOLE   14,000 0 0
NEVRO CORP COM 64157F103 276 7,100 SH   SOLE   7,100 0 0
NEW JERSEY RES COM 646025106 1,155 25,300 SH   SOLE   25,300 0 0
NEW RELIC INC COM 64829B100 2,032 25,100 SH   SOLE   25,100 0 0
NEWMARKET CORP COM 651587107 2,555 6,200 SH   SOLE   6,200 0 0
NIKE INC CL B 654106103 2,372 32,000 SH   SOLE   32,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 11,976 48,900 SH   SOLE   48,900 0 0
NUTRI SYS INC NEW COM 67069D108 891 20,300 SH   SOLE   20,300 0 0
NVIDIA CORP COM 67066g104 9,078 68,000 SH   SOLE   68,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 7,914 108,000 SH   SOLE   108,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 18,318 53,200 SH   SOLE   53,200 0 0
OMNICELL INC COM 68213N109 1,531 25,000 SH   SOLE   25,000 0 0
OPEN TEXT CORP COM 683715106 5,428 166,500 SH   SOLE   166,500 0 0
PACKAGING CORP AMER COM 695156109 734 8,800 SH   SOLE   8,800 0 0
PAYCOM SOFTWARE INC COM 70432V102 1,996 16,300 SH   SOLE   16,300 0 0
PAYPAL HLDGS INC COM 70450y103 16,902 201,000 SH   SOLE   201,000 0 0
PENN NATL GAMING INC COM 707569109 659 35,000 SH   SOLE   35,000 0 0
PEPSICO INC COM 713448108 2,431 22,000 SH   SOLE   22,000 0 0
PETIQ INC COM CL A 71639T106 746 31,800 SH   SOLE   31,800 0 0
PGT INNOVATIONS INC COM 69336V101 387 24,400 SH   SOLE   24,400 0 0
PIONEER NAT RES CO COM 723787107 4,866 37,000 SH   SOLE   37,000 0 0
PLANET FITNESS INC CL A 72703H101 1,432 26,700 SH   SOLE   26,700 0 0
POLYONE CORP COM 73179P106 855 29,900 SH   SOLE   29,900 0 0
POOL CORPORATION COM 73278L105 13,230 89,000 SH   SOLE   89,000 0 0
PRA HEALTH SCIENCES INC COM 69354M108 1,398 15,200 SH   SOLE   15,200 0 0
PREMIER INC CL A 74051N102 627 16,800 SH   SOLE   16,800 0 0
PRIMERICA INC COM 74164M108 1,778 18,200 SH   SOLE   18,200 0 0
PROASSURANCE CORP COM 74267C106 2,377 58,600 SH   SOLE   58,600 0 0
PROGRESS SOFTWARE CORP COM 743312100 696 19,600 SH   SOLE   19,600 0 0
PROGRESSIVE CORP OHIO COM 743315103 2,655 44,000 SH   SOLE   44,000 0 0
PROOFPOINT INC COM 743424103 3,788 45,200 SH   SOLE   45,200 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,361 37,900 SH   SOLE   37,900 0 0
QUAKER CHEM CORP COM 747316107 1,617 9,100 SH   SOLE   9,100 0 0
QUALYS INC COM 74758T303 1,846 24,700 SH   SOLE   24,700 0 0
RBC BEARINGS INC COM 75524B104 6,883 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 6,672 49,900 SH   SOLE   49,900 0 0
REPUBLIC SVCS INC COM 760759100 6,503 90,200 SH   SOLE   90,200 0 0
RLI CORP COM 749607107 10,466 151,700 SH   SOLE   151,700 0 0
ROLLINS INC COM 775711104 33,537 929,000 SH   SOLE   929,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 32,409 121,600 SH   SOLE   121,600 0 0
RUSH ENTERPRISES INC CL A 781846209 1,331 38,600 SH   SOLE   38,600 0 0
SALESFORCE COM INC COM 79466L302 32,188 235,000 SH   SOLE   235,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410g104 8,985 55,500 SH   SOLE   55,500 0 0
SCHEIN HENRY INC COM 806407102 20,117 256,200 SH   SOLE   256,200 0 0
SCHWAB CHARLES CORP NEW COM 808513105 5,274 127,000 SH   SOLE   127,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 2,656 41,700 SH   SOLE   41,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 5,390 87,700 SH   SOLE   87,700 0 0
SELECTIVE INS GROUP INC COM 816300107 555 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 3,256 58,300 SH   SOLE   58,300 0 0
SERVICENOW INC COM 81762P102 13,888 78,000 SH   SOLE   78,000 0 0
SHAKE SHACK INC CL A 819047101 577 12,700 SH   SOLE   12,700 0 0
SHUTTERFLY INC COM 82568P304 588 14,600 SH   SOLE   14,600 0 0
SILGAN HOLDINGS INC COM 827048109 4,077 172,600 SH   SOLE   172,600 0 0
SILICON LABORATORIES INC COM 826919102 678 8,600 SH   SOLE   8,600 0 0
SMITH A O COM 831865209 3,168 74,200 SH   SOLE   74,200 0 0
SNAP ON INC COM 833034101 11,115 76,500 SH   SOLE   76,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 456 13,000 SH   SOLE   13,000 0 0
SOUTH JERSEY INDS INC COM 838518108 3,347 120,400 SH   SOLE   120,400 0 0
SOUTHWEST GAS HOLDINGS INC COM 844895102 1,316 17,200 SH   SOLE   17,200 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 433 6,000 SH   SOLE   6,000 0 0
SPLUNK INC COM 848637104 10,695 102,000 SH   SOLE   102,000 0 0
SPS COMM INC COM 78463M107 2,990 36,300 SH   SOLE   36,300 0 0
STAMPS COM INC COM NEW 852857200 4,482 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 6,311 98,000 SH   SOLE   98,000 0 0
STIFEL FINL CORP COM 860630102 5,182 125,100 SH   SOLE   125,100 0 0
SYNNEX CORP COM 87162W100 3,137 38,800 SH   SOLE   38,800 0 0
SYNOPSYS INC COM 871607107 2,889 34,300 SH   SOLE   34,300 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 783 17,200 SH   SOLE   17,200 0 0
TECH DATA CORP COM 878237106 3,927 48,000 SH   SOLE   48,000 0 0
TELADOC HEALTH INC COM 87918A105 892 18,000 SH   SOLE   18,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 46,901 226,500 SH   SOLE   226,500 0 0
TELEFLEX INC COM 879369106 956 3,700 SH   SOLE   3,700 0 0
TEXAS ROADHOUSE INC COM 882681109 1,546 25,900 SH   SOLE   25,900 0 0
THE TRADE DESK INC COM CL A 88339J105 2,089 18,000 SH   SOLE   18,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 8,795 39,300 SH   SOLE   39,300 0 0
TJX COS INC NEW COM 872540109 23,220 519,000 SH   SOLE   519,000 0 0
TOPBUILD CORP COM 89055F103 499 11,100 SH   SOLE   11,100 0 0
TORCHMARK CORP COM 891027104 1,781 23,900 SH   SOLE   23,900 0 0
TORO CO COM 891092108 35,366 632,900 SH   SOLE   632,900 0 0
TOTAL SYS SVCS INC COM 891906109 2,496 30,700 SH   SOLE   30,700 0 0
TRANSDIGM GROUP INC COM 893641100 20,030 58,900 SH   SOLE   58,900 0 0
TREX CO INC COM 89531P105 1,900 32,000 SH   SOLE   32,000 0 0
TRINET GROUP INC COM 896288107 1,091 26,000 SH   SOLE   26,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 960 30,400 SH   SOLE   30,400 0 0
TURTLE BEACH CORP COM NEW 900450206 916 64,200 SH   SOLE   64,200 0 0
TYLER TECHNOLOGIES INC COM 902252105 22,978 123,658 SH   SOLE   123,658 0 0
U S CONCRETE INC COM NEW 90333L201 1,027 29,100 SH   SOLE   29,100 0 0
U S PHYSICAL THERAPY INC COM 90337L108 5,639 55,100 SH   SOLE   55,100 0 0
ULTA BEAUTY INC COM 90384S303 7,345 30,000 SH   SOLE   30,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 27,303 111,500 SH   SOLE   111,500 0 0
UNION PAC CORP COM 907818108 4,949 35,800 SH   SOLE   35,800 0 0
UNITEDHEALTH GROUP INC COM 91324p102 4,434 17,800 SH   SOLE   17,800 0 0
VAIL RESORTS INC COM 91879Q109 13,071 62,000 SH   SOLE   62,000 0 0
VALMONT INDS INC COM 920253101 1,531 13,800 SH   SOLE   13,800 0 0
VERISK ANALYTICS INC COM 92345Y106 3,849 35,300 SH   SOLE   35,300 0 0
VERTEX PHARMACEUTICALS INC COM 92532f100 13,091 79,000 SH   SOLE   79,000 0 0
VISA INC COM CL A 92826c839 24,805 188,000 SH   SOLE   188,000 0 0
W R BERKLEY CORPORATION COM 084423102 2,158 29,200 SH   SOLE   29,200 0 0
WALKER & DUNLOP INC COM 93148P102 597 13,800 SH   SOLE   13,800 0 0
WASTE CONNECTIONS INC COM 94106b101 37,105 499,725 SH   SOLE   499,725 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 1,355 21,000 SH   SOLE   21,000 0 0
WEX INC COM 96208T104 12,367 88,300 SH   SOLE   88,300 0 0
WOODWARD INC COM 980745103 7,578 102,000 SH   SOLE   102,000 0 0
ZENDESK INC COM 98936J101 13,956 239,100 SH   SOLE   239,100 0 0
ZOETIS INC CL A 98978V103 3,422 40,000 SH   SOLE   40,000 0 0