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 5,936 118,300 SH   SOLE   118,300 0 0
ABM INDS INC COM 000957100 720 18,000 SH   SOLE   18,000 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 1,358 28,800 SH   SOLE   28,800 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 31,004 167,800 SH   SOLE   167,800 0 0
ACI WORLDWIDE INC COM 004498101 2,723 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 21,004 445,000 SH   SOLE   445,000 0 0
ADOBE INC COM 00724f101 11,197 38,000 SH   SOLE   38,000 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,881 12,200 SH   SOLE   12,200 0 0
AIR PRODS & CHEMS INC COM 009158106 1,585 7,000 SH   SOLE   7,000 0 0
ALARM COM HLDGS INC COM 011642105 1,958 36,600 SH   SOLE   36,600 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 34,343 262,200 SH   SOLE   262,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 22,028 130,000 SH   SOLE   130,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 821 3,000 SH   SOLE   3,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,563 6,700 SH   SOLE   6,700 0 0
ALPHABET INC CAP STK CL A 02079K305 22,631 20,900 SH   SOLE   20,900 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 33,739 1,740,000 SH   SOLE   1,740,000 0 0
AMAZON COM INC COM 023135106 39,766 21,000 SH   SOLE   21,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 12,686 123,800 SH   SOLE   123,800 0 0
AMERICAN TOWER CORP NEW COM 03027x100 20,731 101,400 SH   SOLE   101,400 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 711 8,400 SH   SOLE   8,400 0 0
AMETEK INC NEW COM 031100100 30,736 338,350 SH   SOLE   338,350 0 0
AMPHENOL CORP NEW CL A 032095101 27,305 284,600 SH   SOLE   284,600 0 0
ANAPLAN INC COM 03272L108 1,196 23,700 SH   SOLE   23,700 0 0
ANSYS INC COM 03662Q105 43,831 214,000 SH   SOLE   214,000 0 0
AON PLC SHS CL A g0408v102 4,554 23,600 SH   SOLE   23,600 0 0
APPLE INC COM 037833100 6,729 34,000 SH   SOLE   34,000 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,434 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 21,784 175,200 SH   SOLE   175,200 0 0
ARCH CAP GROUP LTD ORD G0450A105 17,861 481,700 SH   SOLE   481,700 0 0
ARISTA NETWORKS INC COM 040413106 727 2,800 SH   SOLE   2,800 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,493 17,700 SH   SOLE   17,700 0 0
ASGN INC COM 00191U102 861 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 9,242 55,900 SH   SOLE   55,900 0 0
AUTOZONE INC COM 053332102 21,440 19,500 SH   SOLE   19,500 0 0
AVANOS MED INC COM 05350V106 763 17,500 SH   SOLE   17,500 0 0
AZZ INC COM 002474104 3,198 69,500 SH   SOLE   69,500 0 0
B & G FOODS INC NEW COM 05508r106 655 31,500 SH   SOLE   31,500 0 0
BALCHEM CORP COM 057665200 2,099 21,000 SH   SOLE   21,000 0 0
BALL CORP COM 058498106 28,864 412,400 SH   SOLE   412,400 0 0
BANK AMER CORP COM 060505104 5,220 180,000 SH   SOLE   180,000 0 0
BECTON DICKINSON & CO COM 075887109 10,768 42,730 SH   SOLE   42,730 0 0
BERKLEY W R CORP COM 084423102 4,417 67,000 SH   SOLE   67,000 0 0
BIO RAD LABS INC CL A 090572207 3,720 11,900 SH   SOLE   11,900 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 4,817 110,000 SH   SOLE   110,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 17,558 205,000 SH   SOLE   205,000 0 0
BLACKBAUD INC COM 09227Q100 1,319 15,800 SH   SOLE   15,800 0 0
BLACKROCK ENHANCED INTL DIV COM BENE INTER 092524107 73 13,000 SH   SOLE   13,000 0 0
BLACKROCK INC COM 09247X101 3,520 7,500 SH   SOLE   7,500 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 8,884 200,000 SH   SOLE   200,000 0 0
BOOKING HLDGS INC COM 09857l108 4,499 2,400 SH   SOLE   2,400 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 4,535 100,000 SH   SOLE   100,000 0 0
BROADCOM INC COM 11135f101 13,558 47,100 SH   SOLE   47,100 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 5,835 45,700 SH   SOLE   45,700 0 0
BROOKS AUTOMATION INC COM 114340102 484 12,500 SH   SOLE   12,500 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 348 3,160 SH   SOLE   3,160 0 0
CACI INTL INC CL A 127190304 1,084 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 15,890 224,400 SH   SOLE   224,400 0 0
CALAVO GROWERS INC COM 128246105 5,243 54,200 SH   SOLE   54,200 0 0
CANADIAN NATL RY CO COM 136375102 18,302 197,900 SH   SOLE   197,900 0 0
CANTEL MEDICAL CORP COM 138098108 2,137 26,500 SH   SOLE   26,500 0 0
CARLISLE COS INC COM 142339100 12,188 86,800 SH   SOLE   86,800 0 0
CASEYS GEN STORES INC COM 147528103 4,602 29,500 SH   SOLE   29,500 0 0
CAVCO INDS INC DEL COM 149568107 2,442 15,500 SH   SOLE   15,500 0 0
CGI INC CL A SUB VTG 12532H104 7,953 103,600 SH   SOLE   103,600 0 0
CHARTER COMMUNICATIONS INC N CL A 16119p108 1,936 4,900 SH   SOLE   4,900 0 0
CHEESECAKE FACTORY INC COM 163072101 1,744 39,900 SH   SOLE   39,900 0 0
CHEMED CORP NEW COM 16359R103 26,413 73,200 SH   SOLE   73,200 0 0
CHILDRENS PL INC COM 168905107 601 6,300 SH   SOLE   6,300 0 0
CHUBB LIMITED COM h1467j104 6,009 40,800 SH   SOLE   40,800 0 0
CHURCH & DWIGHT INC COM 171340102 34,462 471,700 SH   SOLE   471,700 0 0
CHURCHILL DOWNS INC COM 171484108 8,929 77,600 SH   SOLE   77,600 0 0
CINTAS CORP COM 172908105 9,183 38,700 SH   SOLE   38,700 0 0
CISCO SYS INC COM 17275r102 3,995 73,000 SH   SOLE   73,000 0 0
CITIGROUP INC COM NEW 172967424 3,501 50,000 SH   SOLE   50,000 0 0
COGNEX CORP COM 192422103 984 20,500 SH   SOLE   20,500 0 0
COHERENT INC COM 192479103 477 3,500 SH   SOLE   3,500 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 2,654 26,500 SH   SOLE   26,500 0 0
COMCAST CORP NEW CL A 20030n101 3,552 84,000 SH   SOLE   84,000 0 0
COMFORT SYS USA INC COM 199908104 2,284 44,800 SH   SOLE   44,800 0 0
CONSTELLATION BRANDS INC CL A 21036P108 12,210 62,000 SH   SOLE   62,000 0 0
COOPER COS INC COM NEW 216648402 3,302 9,800 SH   SOLE   9,800 0 0
COSTAR GROUP INC COM 22160N109 3,047 5,500 SH   SOLE   5,500 0 0
COSTCO WHSL CORP NEW COM 22160K105 19,291 73,000 SH   SOLE   73,000 0 0
COVETRUS INC COM 22304C100 2,421 98,979 SH   SOLE   98,979 0 0
CROCS INC COM 227046109 1,357 68,700 SH   SOLE   68,700 0 0
CROWN HOLDINGS INC COM 228368106 1,411 23,100 SH   SOLE   23,100 0 0
DANAHER CORPORATION COM 235851102 31,657 221,500 SH   SOLE   221,500 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,372 33,900 SH   SOLE   33,900 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 3,972 70,000 SH   SOLE   70,000 0 0
DENTSPLY SIRONA INC COM 24906P109 1,652 28,300 SH   SOLE   28,300 0 0
DEXCOM INC COM 252131107 15,583 104,000 SH   SOLE   104,000 0 0
DIAMONDBACK ENERGY INC COM 25278x109 15,583 143,000 SH   SOLE   143,000 0 0
DINE BRANDS GLOBAL INC COM 254423106 1,499 15,700 SH   SOLE   15,700 0 0
DISNEY WALT CO COM DISNEY 254687106 8,797 63,000 SH   SOLE   63,000 0 0
DOMINOS PIZZA INC COM 25754A201 12,105 43,500 SH   SOLE   43,500 0 0
DOMO INC COM CL B 257554105 866 31,700 SH   SOLE   31,700 0 0
DYCOM INDS INC COM 267475101 1,613 27,400 SH   SOLE   27,400 0 0
ECOLAB INC COM 278865100 31,926 161,700 SH   SOLE   161,700 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,791 53,000 SH   SOLE   53,000 0 0
EHEALTH INC COM 28238P109 1,455 16,900 SH   SOLE   16,900 0 0
EL PASO ELEC CO COM NEW 283677854 2,917 44,600 SH   SOLE   44,600 0 0
ELECTRONIC ARTS INC COM 285512109 5,063 50,000 SH   SOLE   50,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 2,661 42,000 SH   SOLE   42,000 0 0
ENERSYS COM 29275Y102 5,870 85,700 SH   SOLE   85,700 0 0
ENOVA INTL INC COM 29357K103 800 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 2,847 44,600 SH   SOLE   44,600 0 0
ENSIGN GROUP INC COM 29358P101 1,941 34,100 SH   SOLE   34,100 0 0
EPAM SYS INC COM 29414B104 3,133 18,100 SH   SOLE   18,100 0 0
EPLUS INC COM 294268107 6,473 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 2,772 20,500 SH   SOLE   20,500 0 0
EQUINIX INC COM 29444U700 4,639 9,200 SH   SOLE   9,200 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 6,819 56,200 SH   SOLE   56,200 0 0
EVERBRIDGE INC COM 29978A104 4,766 53,300 SH   SOLE   53,300 0 0
EXACT SCIENCES CORP COM 30063P105 21,837 185,000 SH   SOLE   185,000 0 0
EXELIXIS INC COM 30161Q104 25,110 1,175,000 SH   SOLE   1,175,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 3,869 58,500 SH   SOLE   58,500 0 0
EXPONENT INC COM 30214U102 9,519 162,600 SH   SOLE   162,600 0 0
F M C CORP COM NEW 302491303 3,899 47,000 SH   SOLE   47,000 0 0
FACEBOOK INC CL A 30303m102 26,827 139,000 SH   SOLE   139,000 0 0
FAIR ISAAC CORP COM 303250104 19,501 62,100 SH   SOLE   62,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,631 45,900 SH   SOLE   45,900 0 0
FIRST FINL BANKSHARES COM 32020R109 6,358 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 37,686 413,400 SH   SOLE   413,400 0 0
FIVE9 INC COM 338307101 3,790 73,900 SH   SOLE   73,900 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 1,222 36,100 SH   SOLE   36,100 0 0
FTI CONSULTING INC COM 302941109 3,035 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 12,811 79,600 SH   SOLE   79,600 0 0
GATX CORP COM 361448103 912 11,500 SH   SOLE   11,500 0 0
GODADDY INC CL A 380237107 3,437 49,000 SH   SOLE   49,000 0 0
GRACO INC COM 384109104 647 12,900 SH   SOLE   12,900 0 0
GREEN DOT CORP CL A 39304D102 1,609 32,900 SH   SOLE   32,900 0 0
GRUBHUB INC COM 400110102 21,837 280,000 SH   SOLE   280,000 0 0
HARRIS CORP DEL COM 413875105 2,515 13,300 SH   SOLE   13,300 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 6,307 48,500 SH   SOLE   48,500 0 0
HEALTHCARE SVCS GRP INC COM 421906108 6,543 215,800 SH   SOLE   215,800 0 0
HEICO CORP NEW COM 422806109 55,772 416,799 SH   SOLE   416,799 0 0
HELEN OF TROY CORP LTD COM G4388N106 2,977 22,800 SH   SOLE   22,800 0 0
HENRY JACK & ASSOC INC COM 426281101 13,446 100,400 SH   SOLE   100,400 0 0
HENRY SCHEIN INC COM 806407102 17,908 256,200 SH   SOLE   256,200 0 0
HILTON GRAND VACATIONS INC COM 43283X105 570 17,900 SH   SOLE   17,900 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 1,368 14,000 SH   SOLE   14,000 0 0
HOME DEPOT INC COM 437076102 3,951 19,000 SH   SOLE   19,000 0 0
HORMEL FOODS CORP COM 440452100 2,116 52,200 SH   SOLE   52,200 0 0
HUNT J B TRANS SVCS INC COM 445658107 4,543 49,700 SH   SOLE   49,700 0 0
ICU MED INC COM 44930G107 7,280 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167r104 14,417 83,750 SH   SOLE   83,750 0 0
IDEXX LABS INC COM 45168D104 48,596 176,500 SH   SOLE   176,500 0 0
IHS MARKIT LTD SHS g47567105 12,684 199,054 SH   SOLE   199,054 0 0
ILLUMINA INC COM 452327109 10,971 29,800 SH   SOLE   29,800 0 0
INGEVITY CORP COM 45688C107 1,967 18,700 SH   SOLE   18,700 0 0
INPHI CORP COM 45772F107 1,834 36,600 SH   SOLE   36,600 0 0
INSPERITY INC COM 45778Q107 2,589 21,200 SH   SOLE   21,200 0 0
INSTRUCTURE INC COM 45781U103 918 21,600 SH   SOLE   21,600 0 0
INSULET CORP COM 45784P101 1,456 12,200 SH   SOLE   12,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 15,675 197,000 SH   SOLE   197,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866f104 5,440 63,300 SH   SOLE   63,300 0 0
INTUIT COM 461202103 13,903 53,200 SH   SOLE   53,200 0 0
IQVIA HLDGS INC COM 46266c105 6,356 39,500 SH   SOLE   39,500 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,597 20,200 SH   SOLE   20,200 0 0
ISHARES TR IBOXX HI YD ETF 464288513 1,665 19,100 SH   SOLE   19,100 0 0
J & J SNACK FOODS CORP COM 466032109 19,910 123,700 SH   SOLE   123,700 0 0
J2 GLOBAL INC COM 48123V102 3,493 39,300 SH   SOLE   39,300 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 6,415 45,000 SH   SOLE   45,000 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 2,265 18,700 SH   SOLE   18,700 0 0
JPMORGAN CHASE & CO COM 46625h100 4,472 40,000 SH   SOLE   40,000 0 0
KADANT INC COM 48282T104 1,190 13,100 SH   SOLE   13,100 0 0
KAMAN CORP COM 483548103 745 11,700 SH   SOLE   11,700 0 0
KORN FERRY COM NEW 500643200 469 11,700 SH   SOLE   11,700 0 0
L3 TECHNOLOGIES INC COM 502413107 981 4,000 SH   SOLE   4,000 0 0
LANCASTER COLONY CORP COM 513847103 832 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 3,650 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 9,888 54,000 SH   SOLE   54,000 0 0
LCI INDS COM 50189K103 3,231 35,900 SH   SOLE   35,900 0 0
LENDINGTREE INC NEW COM 52603B107 8,737 20,800 SH   SOLE   20,800 0 0
LENNAR CORP CL A 526057104 5,088 105,000 SH   SOLE   105,000 0 0
LENNOX INTL INC COM 526107107 25,602 93,100 SH   SOLE   93,100 0 0
LHC GROUP INC COM 50187A107 969 8,100 SH   SOLE   8,100 0 0
LIBERTY ALL STAR EQUITY FD SH BEN INT 530158104 83 13,000 SH   SOLE   13,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 4,636 56,319 SH   SOLE   56,319 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 7,534 615,000 SH   SOLE   615,000 0 0
LITTELFUSE INC COM 537008104 4,476 25,300 SH   SOLE   25,300 0 0
LIVENT CORP COM 53814L108 234 33,763 SH   SOLE   33,763 0 0
LKQ CORP COM 501889208 1,150 43,200 SH   SOLE   43,200 0 0
LULULEMON ATHLETICA INC COM 550021109 3,604 20,000 SH   SOLE   20,000 0 0
LYFT INC CL A COM 55087P104 8,871 135,000 SH   SOLE   135,000 0 0
MARKETAXESS HLDGS INC COM 57060D108 771 2,400 SH   SOLE   2,400 0 0
MASTERCARD INC CL A 57636Q104 33,304 125,900 SH   SOLE   125,900 0 0
MAXIMUS INC COM 577933104 3,475 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 7,518 48,500 SH   SOLE   48,500 0 0
MEDIFAST INC COM 58470H101 2,348 18,300 SH   SOLE   18,300 0 0
MERCURY SYS INC COM 589378108 3,539 50,300 SH   SOLE   50,300 0 0
MERIT MED SYS INC COM 589889104 1,620 27,200 SH   SOLE   27,200 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 53,088 63,200 SH   SOLE   63,200 0 0
MICRON TECHNOLOGY INC COM 595112103 4,438 115,000 SH   SOLE   115,000 0 0
MIDDLEBY CORP COM 596278101 4,641 34,200 SH   SOLE   34,200 0 0
MIMECAST LTD ORD SHS G14838109 406 8,700 SH   SOLE   8,700 0 0
MONRO INC COM 610236101 7,668 89,900 SH   SOLE   89,900 0 0
MOVADO GROUP INC COM 624580106 794 29,400 SH   SOLE   29,400 0 0
NEOGEN CORP COM 640491106 2,426 39,066 SH   SOLE   39,066 0 0
NETFLIX INC COM 64110l106 22,407 61,000 SH   SOLE   61,000 0 0
NEW RELIC INC COM 64829B100 2,171 25,100 SH   SOLE   25,100 0 0
NEWMARKET CORP COM 651587107 1,443 3,600 SH   SOLE   3,600 0 0
NIKE INC CL B 654106103 2,686 32,000 SH   SOLE   32,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 15,800 48,900 SH   SOLE   48,900 0 0
NVIDIA CORP COM 67066g104 12,974 79,000 SH   SOLE   79,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 9,761 100,000 SH   SOLE   100,000 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 19,648 53,200 SH   SOLE   53,200 0 0
OMNICELL INC COM 68213N109 3,579 41,600 SH   SOLE   41,600 0 0
OPEN TEXT CORP COM 683715106 6,860 166,500 SH   SOLE   166,500 0 0
PALO ALTO NETWORKS INC COM 697435105 2,588 12,700 SH   SOLE   12,700 0 0
PAYCOM SOFTWARE INC COM 70432V102 4,330 19,100 SH   SOLE   19,100 0 0
PAYPAL HLDGS INC COM 70450Y103 20,603 180,000 SH   SOLE   180,000 0 0
PENN NATL GAMING INC COM 707569109 566 29,400 SH   SOLE   29,400 0 0
PEPSICO INC COM 713448108 2,885 22,000 SH   SOLE   22,000 0 0
PETIQ INC COM CL A 71639T106 1,048 31,800 SH   SOLE   31,800 0 0
PGT INNOVATIONS INC COM 69336V101 826 49,400 SH   SOLE   49,400 0 0
PIONEER NAT RES CO COM 723787107 10,309 67,000 SH   SOLE   67,000 0 0
PLANET FITNESS INC CL A 72703H101 1,934 26,700 SH   SOLE   26,700 0 0
PLAYAGS INC COM 72814N104 589 30,300 SH   SOLE   30,300 0 0
POOL CORPORATION COM 73278L105 17,629 92,300 SH   SOLE   92,300 0 0
PRIMERICA INC COM 74164M108 2,183 18,200 SH   SOLE   18,200 0 0
PROASSURANCE CORP COM 74267C106 2,116 58,600 SH   SOLE   58,600 0 0
PROGRESS SOFTWARE CORP COM 743312100 2,312 53,000 SH   SOLE   53,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,011 75,200 SH   SOLE   75,200 0 0
PROOFPOINT INC COM 743424103 4,317 35,900 SH   SOLE   35,900 0 0
PROPETRO HLDG CORP COM 74347M108 1,712 82,700 SH   SOLE   82,700 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,503 37,900 SH   SOLE   37,900 0 0
QUAKER CHEM CORP COM 747316107 4,585 22,600 SH   SOLE   22,600 0 0
QUALYS INC COM 74758T303 2,604 29,900 SH   SOLE   29,900 0 0
RAPID7 INC COM 753422104 1,648 28,500 SH   SOLE   28,500 0 0
RBC BEARINGS INC COM 75524B104 8,758 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 8,883 49,900 SH   SOLE   49,900 0 0
REPUBLIC SVCS INC COM 760759100 8,993 103,800 SH   SOLE   103,800 0 0
RINGCENTRAL INC CL A 76680R206 3,586 31,200 SH   SOLE   31,200 0 0
RLI CORP COM 749607107 13,002 151,700 SH   SOLE   151,700 0 0
ROGERS CORP COM 775133101 777 4,500 SH   SOLE   4,500 0 0
ROLLINS INC COM 775711104 33,226 926,300 SH   SOLE   926,300 0 0
ROPER TECHNOLOGIES INC COM 776696106 47,248 129,000 SH   SOLE   129,000 0 0
RUSH ENTERPRISES INC CL A 781846209 1,410 38,600 SH   SOLE   38,600 0 0
SALESFORCE COM INC COM 79466L302 35,657 235,000 SH   SOLE   235,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410g104 12,411 55,200 SH   SOLE   55,200 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,610 41,700 SH   SOLE   41,700 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 6,452 65,500 SH   SOLE   65,500 0 0
SELECTIVE INS GROUP INC COM 816300107 681 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 4,284 58,300 SH   SOLE   58,300 0 0
SERVICENOW INC COM 81762P102 33,196 120,900 SH   SOLE   120,900 0 0
SHAKE SHACK INC CL A 819047101 809 11,200 SH   SOLE   11,200 0 0
SHUTTERFLY INC COM 82568P304 1,249 24,700 SH   SOLE   24,700 0 0
SILGAN HOLDINGS INC COM 827048109 5,282 172,600 SH   SOLE   172,600 0 0
SMITH A O CORP COM 831865209 3,499 74,200 SH   SOLE   74,200 0 0
SNAP ON INC COM 833034101 5,648 34,100 SH   SOLE   34,100 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,499 24,000 SH   SOLE   24,000 0 0
SOUTH JERSEY INDS INC COM 838518108 4,061 120,400 SH   SOLE   120,400 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 488 6,000 SH   SOLE   6,000 0 0
SPLUNK INC COM 848637104 20,371 162,000 SH   SOLE   162,000 0 0
SPS COMMERCE INC COM 78463M107 5,039 49,300 SH   SOLE   49,300 0 0
STAMPS COM INC COM NEW 852857200 1,304 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 8,215 98,000 SH   SOLE   98,000 0 0
STIFEL FINL CORP COM 860630102 7,388 125,100 SH   SOLE   125,100 0 0
STITCH FIX INC COM CL A 860897107 1,855 58,000 SH   SOLE   58,000 0 0
SYNNEX CORP COM 87162W100 2,804 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 6,589 51,200 SH   SOLE   51,200 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 1,417 24,900 SH   SOLE   24,900 0 0
TECH DATA CORP COM 878237106 5,021 48,000 SH   SOLE   48,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 61,566 224,800 SH   SOLE   224,800 0 0
TELEFLEX INC COM 879369106 1,225 3,700 SH   SOLE   3,700 0 0
TEXAS ROADHOUSE INC COM 882681109 1,063 19,800 SH   SOLE   19,800 0 0
THE TRADE DESK INC COM CL A 88339j105 3,872 17,000 SH   SOLE   17,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 20,881 71,100 SH   SOLE   71,100 0 0
TJX COS INC NEW COM 872540109 28,291 535,000 SH   SOLE   535,000 0 0
TOPBUILD CORP COM 89055F103 1,233 14,900 SH   SOLE   14,900 0 0
TORCHMARK CORP COM 891027104 2,138 23,900 SH   SOLE   23,900 0 0
TORO CO COM 891092108 42,314 632,500 SH   SOLE   632,500 0 0
TOTAL SYS SVCS INC COM 891906109 5,682 44,300 SH   SOLE   44,300 0 0
TRANSDIGM GROUP INC COM 893641100 34,882 72,100 SH   SOLE   72,100 0 0
TREX CO INC COM 89531P105 2,294 32,000 SH   SOLE   32,000 0 0
TRINET GROUP INC COM 896288107 1,763 26,000 SH   SOLE   26,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 383 20,100 SH   SOLE   20,100 0 0
TURTLE BEACH CORP COM NEW 900450206 742 64,200 SH   SOLE   64,200 0 0
TYLER TECHNOLOGIES INC COM 902252105 13,307 61,600 SH   SOLE   61,600 0 0
U S CONCRETE INC COM NEW 90333L201 1,848 37,200 SH   SOLE   37,200 0 0
U S PHYSICAL THERAPY INC COM 90337L108 8,788 71,700 SH   SOLE   71,700 0 0
ULTA BEAUTY INC COM 90384S303 10,407 30,000 SH   SOLE   30,000 0 0
UNION PACIFIC CORP COM 907818108 20,817 123,100 SH   SOLE   123,100 0 0
UNITEDHEALTH GROUP INC COM 91324p102 4,343 17,800 SH   SOLE   17,800 0 0
VAIL RESORTS INC COM 91879q109 11,825 53,000 SH   SOLE   53,000 0 0
VALMONT INDS INC COM 920253101 1,750 13,800 SH   SOLE   13,800 0 0
VEEVA SYS INC CL A COM 922475108 648 4,000 SH   SOLE   4,000 0 0
VERINT SYS INC COM 92343X100 2,049 38,100 SH   SOLE   38,100 0 0
VERISIGN INC COM 92343E102 3,849 18,400 SH   SOLE   18,400 0 0
VERISK ANALYTICS INC COM 92345Y106 5,273 36,000 SH   SOLE   36,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532f100 13,203 72,000 SH   SOLE   72,000 0 0
VISA INC COM CL A 92826c839 29,851 172,000 SH   SOLE   172,000 0 0
VISTEON CORP COM NEW 92839U206 967 16,500 SH   SOLE   16,500 0 0
VOYA GLBL EQTY DIV & PREM OP COM 92912T100 77 11,800 SH   SOLE   11,800 0 0
WALKER & DUNLOP INC COM 93148P102 1,772 33,300 SH   SOLE   33,300 0 0
WASTE CONNECTIONS INC COM 94106b101 49,685 519,825 SH   SOLE   519,825 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 3,103 33,300 SH   SOLE   33,300 0 0
WEX INC COM 96208T104 15,483 74,400 SH   SOLE   74,400 0 0
WINGSTOP INC COM 974155103 502 5,300 SH   SOLE   5,300 0 0
WOODWARD INC COM 980745103 11,542 102,000 SH   SOLE   102,000 0 0
WORKIVA INC COM CL A 98139A105 1,679 28,900 SH   SOLE   28,900 0 0
WORLDPAY INC CL A 981558109 1,225 10,000 SH   SOLE   10,000 0 0
YEXT INC COM 98585N106 1,718 85,500 SH   SOLE   85,500 0 0
ZENDESK INC COM 98936J101 20,032 225,000 SH   SOLE   225,000 0 0
ZOETIS INC CL A 98978v103 4,540 40,000 SH   SOLE   40,000 0 0