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 5,497 118,300 SH   SOLE   118,300 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 1,322 22,500 SH   SOLE   22,500 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22,569 128,000 SH   SOLE   128,000 0 0
ACI WORLDWIDE INC COM 004498101 2,634 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 22,382 475,000 SH   SOLE   475,000 0 0
ADOBE INC COM 00724f101 10,615 39,000 SH   SOLE   39,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 2,118 12,200 SH   SOLE   12,200 0 0
AIR PRODS & CHEMS INC COM 009158106 1,340 7,000 SH   SOLE   7,000 0 0
ALARM COM HLDGS INC COM 011642105 1,886 29,000 SH   SOLE   29,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 34,804 257,200 SH   SOLE   257,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 24,239 134,000 SH   SOLE   134,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 855 3,000 SH   SOLE   3,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,166 6,700 SH   SOLE   6,700 0 0
ALPHABET INC CAP STK CL A 02079K305 30,574 25,500 SH   SOLE   25,500 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 31,186 1,550,000 SH   SOLE   1,550,000 0 0
AMAZON COM INC COM 023135106 36,284 20,000 SH   SOLE   20,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 9,348 96,400 SH   SOLE   96,400 0 0
AMERICAN TOWER CORP NEW COM 03027x100 19,521 101,400 SH   SOLE   101,400 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 697 8,400 SH   SOLE   8,400 0 0
AMETEK INC NEW COM 031100100 28,421 338,350 SH   SOLE   338,350 0 0
AMPHENOL CORP NEW CL A 032095101 29,490 301,500 SH   SOLE   301,500 0 0
ANADARKO PETE CORP COM 032511107 3,127 68,000 SH   SOLE   68,000 0 0
ANSYS INC COM 03662Q105 37,546 200,300 SH   SOLE   200,300 0 0
AON PLC SHS CL A G0408V102 1,908 11,000 SH   SOLE   11,000 0 0
APPLE INC COM 037833100 6,693 35,000 SH   SOLE   35,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,677 28,000 SH   SOLE   28,000 0 0
APTARGROUP INC COM 038336103 16,964 157,500 SH   SOLE   157,500 0 0
ARCH CAP GROUP LTD ORD G0450A105 15,109 462,600 SH   SOLE   462,600 0 0
ARISTA NETWORKS INC COM 040413106 891 2,800 SH   SOLE   2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 788 11,100 SH   SOLE   11,100 0 0
ASGN INC COM 00191U102 914 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 2,544 15,700 SH   SOLE   15,700 0 0
AUTOZONE INC COM 053332102 20,079 19,500 SH   SOLE   19,500 0 0
AVANOS MED INC COM 05350V106 876 20,300 SH   SOLE   20,300 0 0
AXON ENTERPRISE INC COM 05464C101 674 12,200 SH   SOLE   12,200 0 0
AZZ INC COM 002474104 2,889 69,500 SH   SOLE   69,500 0 0
B & G FOODS INC NEW COM 05508r106 944 38,800 SH   SOLE   38,800 0 0
BALCHEM CORP COM 057665200 1,191 12,700 SH   SOLE   12,700 0 0
BALL CORP COM 058498106 23,150 396,400 SH   SOLE   396,400 0 0
BANK AMER CORP COM 060505104 8,419 295,000 SH   SOLE   295,000 0 0
BECTON DICKINSON & CO COM 075887109 14,758 58,704 SH   SOLE   58,704 0 0
BERKLEY W R CORP COM 084423102 3,478 41,000 SH   SOLE   41,000 0 0
BIO RAD LABS INC CL A 090572207 1,967 6,400 SH   SOLE   6,400 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,317 93,000 SH   SOLE   93,000 0 0
BLACKBAUD INC COM 09227Q100 2,074 25,300 SH   SOLE   25,300 0 0
BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 73 13,000 SH   SOLE   13,000 0 0
BLACKROCK INC COM 09247X101 3,507 8,000 SH   SOLE   8,000 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,673 245,000 SH   SOLE   245,000 0 0
BOOKING HLDGS INC COM 09857l108 4,222 2,400 SH   SOLE   2,400 0 0
BOTTOMLINE TECH DEL INC COM 101388106 813 16,100 SH   SOLE   16,100 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 3,296 70,000 SH   SOLE   70,000 0 0
BROADCOM INC COM 11135f101 7,339 24,000 SH   SOLE   24,000 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 4,798 45,700 SH   SOLE   45,700 0 0
BROOKS AUTOMATION INC COM 114340102 794 26,500 SH   SOLE   26,500 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 364 3,160 SH   SOLE   3,160 0 0
CACI INTL INC CL A 127190304 985 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 10,932 168,700 SH   SOLE   168,700 0 0
CAL MAINE FOODS INC COM NEW 128030202 545 12,600 SH   SOLE   12,600 0 0
CALAVO GROWERS INC COM 128246105 4,475 54,200 SH   SOLE   54,200 0 0
CANADIAN NATL RY CO COM 136375102 18,297 201,800 SH   SOLE   201,800 0 0
CANTEL MEDICAL CORP COM 138098108 2,667 39,900 SH   SOLE   39,900 0 0
CARLISLE COS INC COM 142339100 10,336 82,500 SH   SOLE   82,500 0 0
CASEYS GEN STORES INC COM 147528103 6,329 48,900 SH   SOLE   48,900 0 0
CAVCO INDS INC DEL COM 149568107 1,353 11,300 SH   SOLE   11,300 0 0
CELGENE CORP COM 151020104 22,956 245,000 SH   SOLE   245,000 0 0
CGI INC CL A SUB VTG 12532H104 6,440 92,900 SH   SOLE   92,900 0 0
CHARTER COMMUNICATIONS INC N CL A 16119p108 1,696 4,900 SH   SOLE   4,900 0 0
CHEESECAKE FACTORY INC COM 163072101 1,939 39,900 SH   SOLE   39,900 0 0
CHEMED CORP NEW COM 16359R103 21,682 66,900 SH   SOLE   66,900 0 0
CHILDRENS PL INC COM 168905107 624 6,300 SH   SOLE   6,300 0 0
CHUBB LIMITED COM h1467j104 5,772 40,800 SH   SOLE   40,800 0 0
CHURCH & DWIGHT INC COM 171340102 31,638 439,600 SH   SOLE   439,600 0 0
CHURCHILL DOWNS INC COM 171484108 6,908 76,200 SH   SOLE   76,200 0 0
CINTAS CORP COM 172908105 7,933 38,700 SH   SOLE   38,700 0 0
CISCO SYS INC COM 17275r102 4,014 73,000 SH   SOLE   73,000 0 0
CITIGROUP INC COM NEW 172967424 3,669 57,000 SH   SOLE   57,000 0 0
COGNEX CORP COM 192422103 1,369 25,800 SH   SOLE   25,800 0 0
COHERENT INC COM 192479103 524 3,500 SH   SOLE   3,500 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 2,315 22,100 SH   SOLE   22,100 0 0
COMCAST CORP NEW CL A 20030n101 3,628 90,000 SH   SOLE   90,000 0 0
COMFORT SYS USA INC COM 199908104 2,375 44,800 SH   SOLE   44,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 11,543 65,000 SH   SOLE   65,000 0 0
COSTAR GROUP INC COM 22160N109 1,199 2,500 SH   SOLE   2,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 15,872 65,000 SH   SOLE   65,000 0 0
COVETRUS INC COM 22304C100 3,202 98,979 SH   SOLE   98,979 0 0
CROCS INC COM 227046109 1,815 67,700 SH   SOLE   67,700 0 0
CROWN HOLDINGS INC COM 228368106 3,077 55,300 SH   SOLE   55,300 0 0
DANAHER CORPORATION COM 235851102 27,893 211,600 SH   SOLE   211,600 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,708 33,900 SH   SOLE   33,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,653 70,000 SH   SOLE   70,000 0 0
DENTSPLY SIRONA INC COM 24906P109 1,410 28,300 SH   SOLE   28,300 0 0
DEXCOM INC COM 252131107 7,601 66,000 SH   SOLE   66,000 0 0
DIAMONDBACK ENERGY INC COM 25278x109 10,887 105,000 SH   SOLE   105,000 0 0
DINE BRANDS GLOBAL INC COM 254423106 1,448 15,700 SH   SOLE   15,700 0 0
DISNEY WALT CO COM DISNEY 254687106 3,488 31,000 SH   SOLE   31,000 0 0
DOMINOS PIZZA INC COM 25754A201 10,851 43,500 SH   SOLE   43,500 0 0
DOMO INC COM CL B 257554105 713 17,400 SH   SOLE   17,400 0 0
ECOLAB INC COM 278865100 26,407 147,800 SH   SOLE   147,800 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 10,450 55,000 SH   SOLE   55,000 0 0
EL PASO ELEC CO COM NEW 283677854 2,209 37,800 SH   SOLE   37,800 0 0
ELECTRONIC ARTS INC COM 285512109 5,442 53,000 SH   SOLE   53,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,454 42,000 SH   SOLE   42,000 0 0
ENERSYS COM 29275Y102 6,101 92,000 SH   SOLE   92,000 0 0
ENOVA INTL INC COM 29357K103 623 26,400 SH   SOLE   26,400 0 0
ENPRO INDS INC COM 29355X107 2,934 44,600 SH   SOLE   44,600 0 0
ENSIGN GROUP INC COM 29358P101 917 18,000 SH   SOLE   18,000 0 0
ENSTAR GROUP LIMITED SHS G3075P101 367 2,100 SH   SOLE   2,100 0 0
EPAM SYS INC COM 29414B104 684 4,000 SH   SOLE   4,000 0 0
EPLUS INC COM 294268107 8,525 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 2,450 20,500 SH   SOLE   20,500 0 0
EQUINIX INC COM 29444U700 3,514 7,700 SH   SOLE   7,700 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 5,514 48,300 SH   SOLE   48,300 0 0
EVERBRIDGE INC COM 29978A104 2,891 38,100 SH   SOLE   38,100 0 0
EXACT SCIENCES CORP COM 30063P105 17,779 197,000 SH   SOLE   197,000 0 0
EXELIXIS INC COM 30161Q104 23,449 965,000 SH   SOLE   965,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,502 57,700 SH   SOLE   57,700 0 0
EXPONENT INC COM 30214U102 8,307 144,000 SH   SOLE   144,000 0 0
F M C CORP COM NEW 302491303 3,710 47,000 SH   SOLE   47,000 0 0
FACEBOOK INC CL A 30303m102 24,461 145,000 SH   SOLE   145,000 0 0
FAIR ISAAC CORP COM 303250104 14,675 53,800 SH   SOLE   53,800 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 341 3,000 SH   SOLE   3,000 0 0
FIRST FINL BANKSHARES COM 32020R109 6,116 103,248 SH   SOLE   103,248 0 0
FISERV INC COM 337738108 33,759 378,000 SH   SOLE   378,000 0 0
FIVE9 INC COM 338307101 3,820 73,900 SH   SOLE   73,900 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 1,189 28,300 SH   SOLE   28,300 0 0
FTI CONSULTING INC COM 302941109 2,328 29,900 SH   SOLE   29,900 0 0
GARTNER INC COM 366651107 11,438 73,800 SH   SOLE   73,800 0 0
GATX CORP COM 361448103 889 11,500 SH   SOLE   11,500 0 0
GENERAL MLS INC COM 370334104 561 11,000 SH   SOLE   11,000 0 0
GENTHERM INC COM 37253A103 708 18,600 SH   SOLE   18,600 0 0
GODADDY INC CL A 380237107 2,910 38,500 SH   SOLE   38,500 0 0
GRACO INC COM 384109104 656 12,900 SH   SOLE   12,900 0 0
GREEN DOT CORP CL A 39304D102 2,037 32,900 SH   SOLE   32,900 0 0
GRUBHUB INC COM 400110102 19,734 280,000 SH   SOLE   280,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 5,592 48,500 SH   SOLE   48,500 0 0
HEALTHCARE SVCS GRP INC COM 421906108 7,184 215,800 SH   SOLE   215,800 0 0
HEICO CORP NEW COM 422806109 40,765 414,999 SH   SOLE   414,999 0 0
HELEN OF TROY CORP LTD COM G4388N106 2,286 19,600 SH   SOLE   19,600 0 0
HENRY JACK & ASSOC INC COM 426281101 14,090 100,400 SH   SOLE   100,400 0 0
HENRY SCHEIN INC COM 806407102 15,626 256,200 SH   SOLE   256,200 0 0
HILTON GRAND VACATIONS INC COM 43283X105 571 17,900 SH   SOLE   17,900 0 0
HOME DEPOT INC COM 437076102 3,717 19,000 SH   SOLE   19,000 0 0
HORMEL FOODS CORP COM 440452100 2,285 52,200 SH   SOLE   52,200 0 0
HUNT J B TRANS SVCS INC COM 445658107 5,141 49,700 SH   SOLE   49,700 0 0
ICU MED INC COM 44930G107 7,469 31,500 SH   SOLE   31,500 0 0
IDEX CORP COM 45167r104 13,047 83,750 SH   SOLE   83,750 0 0
IDEXX LABS INC COM 45168D104 40,004 177,700 SH   SOLE   177,700 0 0
IHS MARKIT LTD SHS g47567105 10,880 199,054 SH   SOLE   199,054 0 0
ILLUMINA INC COM 452327109 9,442 29,800 SH   SOLE   29,800 0 0
INGEVITY CORP COM 45688C107 1,469 13,400 SH   SOLE   13,400 0 0
INSPERITY INC COM 45778Q107 2,670 21,200 SH   SOLE   21,200 0 0
INSTRUCTURE INC COM 45781U103 1,059 22,700 SH   SOLE   22,700 0 0
INSULET CORP COM 45784P101 1,164 12,200 SH   SOLE   12,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 20,070 180,000 SH   SOLE   180,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 3,750 48,700 SH   SOLE   48,700 0 0
INTUIT COM 461202103 12,543 47,200 SH   SOLE   47,200 0 0
IQVIA HLDGS INC COM 46266c105 5,700 39,500 SH   SOLE   39,500 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,375 20,200 SH   SOLE   20,200 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,773 20,600 SH   SOLE   20,600 0 0
J & J SNACK FOODS CORP COM 466032109 17,637 115,500 SH   SOLE   115,500 0 0
J2 GLOBAL INC COM 48123V102 3,420 39,300 SH   SOLE   39,300 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 8,005 56,000 SH   SOLE   56,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,560 16,700 SH   SOLE   16,700 0 0
JPMORGAN CHASE & CO COM 46625h100 4,604 44,000 SH   SOLE   44,000 0 0
KADANT INC COM 48282T104 1,158 13,100 SH   SOLE   13,100 0 0
KAMAN CORP COM 483548103 692 11,700 SH   SOLE   11,700 0 0
KORN FERRY COM NEW 500643200 537 11,700 SH   SOLE   11,700 0 0
LANCASTER COLONY CORP COM 513847103 1,779 11,600 SH   SOLE   11,600 0 0
LANDSTAR SYS INC COM 515098101 3,762 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 8,898 54,000 SH   SOLE   54,000 0 0
LCI INDS COM 50189K103 2,476 31,900 SH   SOLE   31,900 0 0
LENDINGTREE INC NEW COM 52603B107 9,557 26,400 SH   SOLE   26,400 0 0
LENNAR CORP CL A 526057104 4,891 100,000 SH   SOLE   100,000 0 0
LENNOX INTL INC COM 526107107 25,928 96,800 SH   SOLE   96,800 0 0
LHC GROUP INC COM 50187A107 878 8,100 SH   SOLE   8,100 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 80 13,000 SH   SOLE   13,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 7,229 84,019 SH   SOLE   84,019 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 8,174 520,000 SH   SOLE   520,000 0 0
LITTELFUSE INC COM 537008104 4,699 25,300 SH   SOLE   25,300 0 0
LIVENT CORP COM 53814L108 521 42,557 SH   SOLE   42,557 0 0
LIVERAMP HLDGS INC COM 53815P108 274 5,000 SH   SOLE   5,000 0 0
LKQ CORP COM 501889208 1,671 57,200 SH   SOLE   57,200 0 0
LULULEMON ATHLETICA INC COM 550021109 2,979 18,000 SH   SOLE   18,000 0 0
LYDALL INC DEL COM 550819106 376 15,600 SH   SOLE   15,600 0 0
LYFT INC CL A COM 55087P104 7,246 105,000 SH   SOLE   105,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 592 2,400 SH   SOLE   2,400 0 0
MASTERCARD INC CL A 57636Q104 25,220 105,500 SH   SOLE   105,500 0 0
MAXIMUS INC COM 577933104 3,419 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,292 48,500 SH   SOLE   48,500 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 7,952 106,000 SH   SOLE   106,000 0 0
MEDIFAST INC COM 58470H101 1,493 11,400 SH   SOLE   11,400 0 0
MERCURY SYS INC COM 589378108 2,523 39,200 SH   SOLE   39,200 0 0
MERIT MED SYS INC COM 589889104 1,684 27,200 SH   SOLE   27,200 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 44,843 61,400 SH   SOLE   61,400 0 0
MICRON TECHNOLOGY INC COM 595112103 4,225 100,000 SH   SOLE   100,000 0 0
MIDDLEBY CORP COM 596278101 4,533 34,200 SH   SOLE   34,200 0 0
MONRO INC COM 610236101 7,837 89,900 SH   SOLE   89,900 0 0
MOVADO GROUP INC COM 624580106 1,008 29,400 SH   SOLE   29,400 0 0
NEOGEN CORP COM 640491106 2,239 39,066 SH   SOLE   39,066 0 0
NETFLIX INC COM 64110l106 22,752 62,000 SH   SOLE   62,000 0 0
NEW RELIC INC COM 64829B100 2,397 25,100 SH   SOLE   25,100 0 0
NEWMARKET CORP COM 651587107 1,891 4,400 SH   SOLE   4,400 0 0
NIKE INC CL B 654106103 2,727 32,000 SH   SOLE   32,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,404 48,900 SH   SOLE   48,900 0 0
NVIDIA CORP COM 67066g104 14,036 77,000 SH   SOLE   77,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 10,005 106,000 SH   SOLE   106,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 20,830 53,200 SH   SOLE   53,200 0 0
OMNICELL INC COM 68213N109 2,326 29,000 SH   SOLE   29,000 0 0
OPEN TEXT CORP COM 683715106 6,419 166,500 SH   SOLE   166,500 0 0
PALO ALTO NETWORKS INC COM 697435105 3,066 12,700 SH   SOLE   12,700 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,463 18,200 SH   SOLE   18,200 0 0
PAYPAL HLDGS INC COM 70450Y103 21,004 199,000 SH   SOLE   199,000 0 0
PENN NATL GAMING INC COM 707569109 716 35,000 SH   SOLE   35,000 0 0
PEPSICO INC COM 713448108 2,684 22,000 SH   SOLE   22,000 0 0
PETIQ INC COM CL A 71639T106 976 31,800 SH   SOLE   31,800 0 0
PGT INNOVATIONS INC COM 69336V101 336 24,400 SH   SOLE   24,400 0 0
PIONEER NAT RES CO COM 723787107 5,587 37,000 SH   SOLE   37,000 0 0
PLANET FITNESS INC CL A 72703H101 1,862 26,700 SH   SOLE   26,700 0 0
PLAYAGS INC COM 72814N104 720 30,300 SH   SOLE   30,300 0 0
POOL CORPORATION COM 73278L105 14,937 89,000 SH   SOLE   89,000 0 0
PRIMERICA INC COM 74164M108 2,276 18,200 SH   SOLE   18,200 0 0
PROASSURANCE CORP COM 74267C106 2,057 58,600 SH   SOLE   58,600 0 0
PROGRESS SOFTWARE CORP COM 743312100 886 19,600 SH   SOLE   19,600 0 0
PROGRESSIVE CORP OHIO COM 743315103 3,980 54,700 SH   SOLE   54,700 0 0
PROOFPOINT INC COM 743424103 4,377 35,900 SH   SOLE   35,900 0 0
PROPETRO HLDG CORP COM 74347M108 1,407 61,300 SH   SOLE   61,300 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,683 37,900 SH   SOLE   37,900 0 0
QUAKER CHEM CORP COM 747316107 3,083 15,100 SH   SOLE   15,100 0 0
QUALYS INC COM 74758T303 2,041 24,700 SH   SOLE   24,700 0 0
RAPID7 INC COM 753422104 655 12,800 SH   SOLE   12,800 0 0
RBC BEARINGS INC COM 75524B104 6,749 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 7,222 49,900 SH   SOLE   49,900 0 0
REPUBLIC SVCS INC COM 760759100 7,215 90,200 SH   SOLE   90,200 0 0
RINGCENTRAL INC CL A 76680R206 2,580 23,600 SH   SOLE   23,600 0 0
RLI CORP COM 749607107 10,895 151,700 SH   SOLE   151,700 0 0
ROLLINS INC COM 775711104 38,868 926,300 SH   SOLE   926,300 0 0
ROPER TECHNOLOGIES INC COM 776696106 42,308 121,600 SH   SOLE   121,600 0 0
RUSH ENTERPRISES INC CL A 781846209 1,630 38,600 SH   SOLE   38,600 0 0
SALESFORCE COM INC COM 79466L302 38,200 237,000 SH   SOLE   237,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410g104 10,984 55,500 SH   SOLE   55,500 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,223 41,700 SH   SOLE   41,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 6,988 87,700 SH   SOLE   87,700 0 0
SELECTIVE INS GROUP INC COM 816300107 580 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,000 58,300 SH   SOLE   58,300 0 0
SERVICENOW INC COM 81762P102 24,450 99,500 SH   SOLE   99,500 0 0
SHAKE SHACK INC CL A 819047101 652 11,200 SH   SOLE   11,200 0 0
SHUTTERFLY INC COM 82568P304 591 14,600 SH   SOLE   14,600 0 0
SILGAN HOLDINGS INC COM 827048109 5,154 172,600 SH   SOLE   172,600 0 0
SMITH A O CORP COM 831865209 4,006 74,200 SH   SOLE   74,200 0 0
SNAP ON INC COM 833034101 6,004 37,700 SH   SOLE   37,700 0 0
SOUTH JERSEY INDS INC COM 838518108 3,859 120,400 SH   SOLE   120,400 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 562 6,000 SH   SOLE   6,000 0 0
SPLUNK INC COM 848637104 18,138 143,000 SH   SOLE   143,000 0 0
SPS COMMERCE INC COM 78463M107 5,205 49,300 SH   SOLE   49,300 0 0
STAMPS COM INC COM NEW 852857200 2,363 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 7,248 98,000 SH   SOLE   98,000 0 0
STIFEL FINL CORP COM 860630102 6,850 125,100 SH   SOLE   125,100 0 0
STITCH FIX INC COM CL A 860897107 1,433 51,000 SH   SOLE   51,000 0 0
SYNNEX CORP COM 87162W100 2,819 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 4,033 34,300 SH   SOLE   34,300 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 1,126 21,700 SH   SOLE   21,700 0 0
TECH DATA CORP COM 878237106 5,046 48,000 SH   SOLE   48,000 0 0
TELADOC HEALTH INC COM 87918A105 965 18,000 SH   SOLE   18,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 55,080 229,300 SH   SOLE   229,300 0 0
TELEFLEX INC COM 879369106 1,118 3,700 SH   SOLE   3,700 0 0
TEXAS ROADHOUSE INC COM 882681109 1,616 25,900 SH   SOLE   25,900 0 0
THE TRADE DESK INC COM CL A 88339J105 3,504 17,000 SH   SOLE   17,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,423 48,600 SH   SOLE   48,600 0 0
TJX COS INC NEW COM 872540109 27,935 525,000 SH   SOLE   525,000 0 0
TOPBUILD CORP COM 89055F103 724 11,100 SH   SOLE   11,100 0 0
TORCHMARK CORP COM 891027104 2,011 23,900 SH   SOLE   23,900 0 0
TORO CO COM 891092108 44,358 641,200 SH   SOLE   641,200 0 0
TOTAL SYS SVCS INC COM 891906109 2,952 30,700 SH   SOLE   30,700 0 0
TRANSDIGM GROUP INC COM 893641100 28,653 61,700 SH   SOLE   61,700 0 0
TREX CO INC COM 89531P105 2,061 32,000 SH   SOLE   32,000 0 0
TRINET GROUP INC COM 896288107 1,566 26,000 SH   SOLE   26,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 784 30,400 SH   SOLE   30,400 0 0
TURTLE BEACH CORP COM NEW 900450206 777 64,200 SH   SOLE   64,200 0 0
TYLER TECHNOLOGIES INC COM 902252105 12,743 61,600 SH   SOLE   61,600 0 0
U S CONCRETE INC COM NEW 90333L201 1,257 29,100 SH   SOLE   29,100 0 0
U S PHYSICAL THERAPY INC COM 90337L108 6,875 64,400 SH   SOLE   64,400 0 0
ULTA BEAUTY INC COM 90384S303 10,576 30,000 SH   SOLE   30,000 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 19,104 57,900 SH   SOLE   57,900 0 0
UNION PACIFIC CORP COM 907818108 6,119 35,800 SH   SOLE   35,800 0 0
UNITEDHEALTH GROUP INC COM 91324p102 4,371 17,800 SH   SOLE   17,800 0 0
VAIL RESORTS INC COM 91879Q109 12,023 55,000 SH   SOLE   55,000 0 0
VALMONT INDS INC COM 920253101 1,838 13,800 SH   SOLE   13,800 0 0
VERISK ANALYTICS INC COM 92345Y106 4,779 35,600 SH   SOLE   35,600 0 0
VERTEX PHARMACEUTICALS INC COM 92532f100 13,396 72,000 SH   SOLE   72,000 0 0
VISA INC COM CL A 92826c839 29,408 187,000 SH   SOLE   187,000 0 0
VISTEON CORP COM NEW 92839U206 1,180 16,500 SH   SOLE   16,500 0 0
VOYA GLBL EQTY DIV & PREM OP COM 92912T100 76 11,800 SH   SOLE   11,800 0 0
WALKER & DUNLOP INC COM 93148P102 1,026 20,000 SH   SOLE   20,000 0 0
WASTE CONNECTIONS INC COM 94106b101 43,801 499,725 SH   SOLE   499,725 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 2,220 27,000 SH   SOLE   27,000 0 0
WEX INC COM 96208T104 17,314 88,300 SH   SOLE   88,300 0 0
WOODWARD INC COM 980745103 9,800 102,000 SH   SOLE   102,000 0 0
WORKIVA INC COM CL A 98139A105 918 18,100 SH   SOLE   18,100 0 0
WORLDPAY INC CL A 981558109 1,141 10,000 SH   SOLE   10,000 0 0
YEXT INC COM 98585N106 1,464 67,800 SH   SOLE   67,800 0 0
ZENDESK INC COM 98936J101 21,256 249,100 SH   SOLE   249,100 0 0
ZOETIS INC CL A 98978V103 4,062 40,000 SH   SOLE   40,000 0 0