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 5,755 119,100 SH   SOLE   119,100 0 0
ABM INDS INC COM 000957100 438 18,000 SH   SOLE   18,000 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 4,450 66,246 SH   SOLE   66,246 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 41,090 251,687 SH   SOLE   251,687 0 0
ACI WORLDWIDE INC COM 004498101 1,915 79,300 SH   SOLE   79,300 0 0
ACTIVISION BLIZZARD INC COM 00507V109 17,249 290,000 SH   SOLE   290,000 0 0
ADOBE INC COM 00724F101 21,131 66,400 SH   SOLE   66,400 0 0
ALARM COM HLDGS INC COM 011642105 1,424 36,600 SH   SOLE   36,600 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 15,893 177,000 SH   SOLE   177,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 13,030 67,000 SH   SOLE   67,000 0 0
ALLEGHANY CORP DEL COM 017175100 4,364 7,900 SH   SOLE   7,900 0 0
ALPHABET INC CAP STK CL A 02079K305 19,753 17,000 SH   SOLE   17,000 0 0
AMAZON COM INC COM 023135106 32,170 16,500 SH   SOLE   16,500 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 16,828 240,123 SH   SOLE   240,123 0 0
AMERICAN TOWER CORP NEW COM 03027X100 23,066 105,927 SH   SOLE   105,927 0 0
AMERICAN WOODMARK CORPORATIO COM 030506109 383 8,400 SH   SOLE   8,400 0 0
AMETEK INC COM 031100100 17,961 249,384 SH   SOLE   249,384 0 0
AMPHENOL CORP NEW CL A 032095101 7,499 102,891 SH   SOLE   102,891 0 0
ANAPLAN INC COM 03272L108 2,820 93,200 SH   SOLE   93,200 0 0
ANSYS INC COM 03662Q105 58,063 249,764 SH   SOLE   249,764 0 0
AON PLC SHS CL A G0408V102 9,729 58,951 SH   SOLE   58,951 0 0
APPLE INC COM 037833100 13,239 52,061 SH   SOLE   52,061 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 1,065 23,300 SH   SOLE   23,300 0 0
APTARGROUP INC COM 038336103 19,231 193,200 SH   SOLE   193,200 0 0
ARCH CAP GROUP LTD ORD G0450A105 20,337 714,588 SH   SOLE   714,588 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 1,210 21,900 SH   SOLE   21,900 0 0
ASGN INC COM 00191U102 502 14,200 SH   SOLE   14,200 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 21,033 153,887 SH   SOLE   153,887 0 0
AUTOZONE INC COM 053332102 16,497 19,500 SH   SOLE   19,500 0 0
AZZ INC COM 002474104 1,954 69,500 SH   SOLE   69,500 0 0
BALCHEM CORP COM 057665200 2,290 23,200 SH   SOLE   23,200 0 0
BALL CORP COM 058498106 30,170 466,600 SH   SOLE   466,600 0 0
BERKLEY W R CORP COM 084423102 17,872 342,569 SH   SOLE   342,569 0 0
BIO RAD LABS INC CL A 090572207 4,770 13,608 SH   SOLE   13,608 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 12,591 370,000 SH   SOLE   370,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 14,450 171,000 SH   SOLE   171,000 0 0
BK OF AMERICA CORP COM 060505104 5,946 280,074 SH   SOLE   280,074 0 0
BLACKBAUD INC COM 09227Q100 878 15,800 SH   SOLE   15,800 0 0
BLACKSTONE GROUP INC COM CL A 09260D107 7,519 165,000 SH   SOLE   165,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 3,905 70,054 SH   SOLE   70,054 0 0
BROADCOM INC COM 11135F101 8,563 36,115 SH   SOLE   36,115 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,063 32,300 SH   SOLE   32,300 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 361 3,160 SH   SOLE   3,160 0 0
CACI INTL INC CL A 127190304 1,119 5,300 SH   SOLE   5,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 28,505 431,626 SH   SOLE   431,626 0 0
CALAVO GROWERS INC COM 128246105 3,415 59,200 SH   SOLE   59,200 0 0
CANTEL MEDICAL CORP COM 138098108 592 16,500 SH   SOLE   16,500 0 0
CARLISLE COS INC COM 142339100 14,545 116,100 SH   SOLE   116,100 0 0
CASEYS GEN STORES INC COM 147528103 1,736 13,100 SH   SOLE   13,100 0 0
CAVCO INDS INC DEL COM 149568107 3,015 20,800 SH   SOLE   20,800 0 0
CGI INC CL A SUB VTG 12532H104 9,756 179,300 SH   SOLE   179,300 0 0
CHEMED CORP NEW COM 16359R103 41,330 95,407 SH   SOLE   95,407 0 0
CHURCH & DWIGHT INC COM 171340102 30,988 482,824 SH   SOLE   482,824 0 0
CHURCHILL DOWNS INC COM 171484108 15,277 148,395 SH   SOLE   148,395 0 0
CINTAS CORP COM 172908105 22,151 127,877 SH   SOLE   127,877 0 0
COHERENT INC COM 192479103 372 3,500 SH   SOLE   3,500 0 0
CONMED CORP COM 207410101 1,300 22,700 SH   SOLE   22,700 0 0
CONSTELLATION BRANDS INC CL A 21036P108 9,032 63,001 SH   SOLE   63,001 0 0
COOPER COS INC COM NEW 216648402 6,809 24,700 SH   SOLE   24,700 0 0
COPART INC COM 217204106 3,326 48,540 SH   SOLE   48,540 0 0
COSTAR GROUP INC COM 22160N109 6,048 10,300 SH   SOLE   10,300 0 0
COSTCO WHSL CORP NEW COM 22160K105 22,081 77,441 SH   SOLE   77,441 0 0
COUPA SOFTWARE INC COM 22266L106 2,166 15,500 SH   SOLE   15,500 0 0
CROCS INC COM 227046109 1,218 71,700 SH   SOLE   71,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 10,134 182,000 SH   SOLE   182,000 0 0
DANAHER CORPORATION COM 235851102 45,625 329,637 SH   SOLE   329,637 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 247 18,900 SH   SOLE   18,900 0 0
DENTSPLY SIRONA INC COM 24906P109 418 10,766 SH   SOLE   10,766 0 0
DEXCOM INC COM 252131107 13,598 50,500 SH   SOLE   50,500 0 0
DIAMONDBACK ENERGY INC COM 25278X109 2,961 113,000 SH   SOLE   113,000 0 0
DISNEY WALT CO COM DISNEY 254687106 9,177 95,000 SH   SOLE   95,000 0 0
DOLLAR GEN CORP NEW COM 256677105 7,717 51,100 SH   SOLE   51,100 0 0
DOMINOS PIZZA INC COM 25754A201 9,819 30,300 SH   SOLE   30,300 0 0
DYCOM INDS INC COM 267475101 946 36,900 SH   SOLE   36,900 0 0
ECOLAB INC COM 278865100 33,693 216,214 SH   SOLE   216,214 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 7,168 38,000 SH   SOLE   38,000 0 0
EHEALTH INC COM 28238P109 2,999 21,300 SH   SOLE   21,300 0 0
EL PASO ELEC CO COM NEW 283677854 3,031 44,600 SH   SOLE   44,600 0 0
ENERSYS COM 29275Y102 4,244 85,700 SH   SOLE   85,700 0 0
ENOVA INTL INC COM 29357K103 503 34,700 SH   SOLE   34,700 0 0
ENPRO INDS INC COM 29355X107 1,136 28,700 SH   SOLE   28,700 0 0
ENSIGN GROUP INC COM 29358P101 2,682 71,300 SH   SOLE   71,300 0 0
EPAM SYS INC COM 29414B104 6,517 35,100 SH   SOLE   35,100 0 0
EPLUS INC COM 294268107 5,880 93,900 SH   SOLE   93,900 0 0
EQUIFAX INC COM 294429105 10,094 84,500 SH   SOLE   84,500 0 0
EQUINIX INC COM 29444U700 7,245 11,600 SH   SOLE   11,600 0 0
EQUITY LIFESTYLE PPTYS INC COM 29472R108 14,542 253,000 SH   SOLE   253,000 0 0
EVERBRIDGE INC COM 29978A104 5,818 54,700 SH   SOLE   54,700 0 0
EXACT SCIENCES CORP COM 30063P105 13,717 236,501 SH   SOLE   236,501 0 0
EXELIXIS INC COM 30161Q104 20,147 1,170,000 SH   SOLE   1,170,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 4,485 86,200 SH   SOLE   86,200 0 0
EXPONENT INC COM 30214U102 20,013 278,300 SH   SOLE   278,300 0 0
F M C CORP COM NEW 302491303 2,663 32,600 SH   SOLE   32,600 0 0
FABRINET SHS G3323L100 1,091 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC CL A 30303M102 21,523 129,032 SH   SOLE   129,032 0 0
FAIR ISAAC CORP COM 303250104 27,143 88,216 SH   SOLE   88,216 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 19,631 161,387 SH   SOLE   161,387 0 0
FIRST FINL BANKSHARES COM 32020R109 5,542 206,496 SH   SOLE   206,496 0 0
FISERV INC COM 337738108 41,789 439,935 SH   SOLE   439,935 0 0
FIVE9 INC COM 338307101 6,415 83,900 SH   SOLE   83,900 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 1,254 39,700 SH   SOLE   39,700 0 0
FTI CONSULTING INC COM 302941109 4,336 36,200 SH   SOLE   36,200 0 0
GARTNER INC COM 366651107 9,798 98,400 SH   SOLE   98,400 0 0
GATX CORP COM 361448103 719 11,500 SH   SOLE   11,500 0 0
GLOBAL PMTS INC COM 37940X102 5,176 35,887 SH   SOLE   35,887 0 0
GLOBE LIFE INC COM 37959E102 1,722 23,932 SH   SOLE   23,932 0 0
GODADDY INC CL A 380237107 2,798 49,000 SH   SOLE   49,000 0 0
GRUBHUB INC COM 400110102 6,374 156,500 SH   SOLE   156,500 0 0
HEALTHCARE SVCS GROUP INC COM 421906108 4,753 198,800 SH   SOLE   198,800 0 0
HEICO CORP NEW COM 422806109 38,372 514,299 SH   SOLE   514,299 0 0
HELEN OF TROY CORP LTD COM G4388N106 3,313 23,000 SH   SOLE   23,000 0 0
HENRY JACK & ASSOC INC COM 426281101 34,667 223,313 SH   SOLE   223,313 0 0
HENRY SCHEIN INC COM 806407102 1,546 30,600 SH   SOLE   30,600 0 0
HILTON GRAND VACATIONS INC COM 43283X105 282 17,900 SH   SOLE   17,900 0 0
HOME DEPOT INC COM 437076102 2,808 15,037 SH   SOLE   15,037 0 0
HUNT J B TRANS SVCS INC COM 445658107 830 9,000 SH   SOLE   9,000 0 0
ICU MED INC COM 44930G107 5,831 28,900 SH   SOLE   28,900 0 0
IDEX CORP COM 45167R104 4,794 34,715 SH   SOLE   34,715 0 0
IDEXX LABS INC COM 45168D104 38,298 158,100 SH   SOLE   158,100 0 0
IHS MARKIT LTD SHS G47567105 11,949 199,155 SH   SOLE   199,155 0 0
INPHI CORP COM 45772F107 3,740 47,238 SH   SOLE   47,238 0 0
INSPERITY INC COM 45778Q107 791 21,200 SH   SOLE   21,200 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 9,507 151,000 SH   SOLE   151,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 7,889 97,700 SH   SOLE   97,700 0 0
INTUIT COM 461202103 13,685 59,500 SH   SOLE   59,500 0 0
IQVIA HLDGS INC COM 46266C105 5,344 49,542 SH   SOLE   49,542 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 1,651 20,300 SH   SOLE   20,300 0 0
J & J SNACK FOODS CORP COM 466032109 18,295 151,200 SH   SOLE   151,200 0 0
J2 GLOBAL INC COM 48123V102 2,942 39,300 SH   SOLE   39,300 0 0
JOHN BEAN TECHNOLOGIES CORP COM 477839104 1,292 17,400 SH   SOLE   17,400 0 0
JPMORGAN CHASE & CO COM 46625H100 4,054 45,024 SH   SOLE   45,024 0 0
KADANT INC COM 48282T104 1,008 13,500 SH   SOLE   13,500 0 0
KAMAN CORP COM 483548103 1,139 29,600 SH   SOLE   29,600 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 2,527 30,200 SH   SOLE   30,200 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,332 18,500 SH   SOLE   18,500 0 0
LANCASTER COLONY CORP COM 513847103 810 5,600 SH   SOLE   5,600 0 0
LANDSTAR SYS INC COM 515098101 3,240 33,800 SH   SOLE   33,800 0 0
LAUDER ESTEE COS INC CL A 518439104 5,267 33,053 SH   SOLE   33,053 0 0
LCI INDS COM 50189K103 2,540 38,000 SH   SOLE   38,000 0 0
LENDINGTREE INC NEW COM 52603B107 3,558 19,400 SH   SOLE   19,400 0 0
LENNAR CORP CL A 526057104 3,631 95,045 SH   SOLE   95,045 0 0
LENNOX INTL INC COM 526107107 17,779 97,800 SH   SOLE   97,800 0 0
LHC GROUP INC COM 50187A107 1,136 8,100 SH   SOLE   8,100 0 0
LITHIA MTRS INC CL A 536797103 777 9,500 SH   SOLE   9,500 0 0
LITTELFUSE INC COM 537008104 1,227 9,200 SH   SOLE   9,200 0 0
LIVEPERSON INC COM 538146101 662 29,100 SH   SOLE   29,100 0 0
LULULEMON ATHLETICA INC COM 550021109 3,791 20,000 SH   SOLE   20,000 0 0
LYFT INC CL A COM 55087P104 8,189 305,000 SH   SOLE   305,000 0 0
MASTERCARD INC CL A 57636Q104 37,179 153,911 SH   SOLE   153,911 0 0
MAXIMUS INC COM 577933104 2,788 47,900 SH   SOLE   47,900 0 0
MCCORMICK & CO INC COM NON VTG 579780206 2,575 18,234 SH   SOLE   18,234 0 0
MEDIFAST INC COM 58470H101 400 6,400 SH   SOLE   6,400 0 0
MEDPACE HLDGS INC COM 58506Q109 1,020 13,900 SH   SOLE   13,900 0 0
MERCURY SYS INC COM 589378108 3,588 50,300 SH   SOLE   50,300 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 47,438 68,700 SH   SOLE   68,700 0 0
MICRON TECHNOLOGY INC COM 595112103 3,575 85,000 SH   SOLE   85,000 0 0
MICROSOFT CORP COM 594918104 9,640 61,127 SH   SOLE   61,127 0 0
MIMECAST LTD ORD SHS G14838109 1,260 35,700 SH   SOLE   35,700 0 0
MONRO INC COM 610236101 3,939 89,900 SH   SOLE   89,900 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 4,547 34,206 SH   SOLE   34,206 0 0
NEOGEN CORP COM 640491106 3,501 52,266 SH   SOLE   52,266 0 0
NETFLIX INC COM 64110L106 16,898 45,002 SH   SOLE   45,002 0 0
NEXTERA ENERGY INC COM 65339F101 8,187 34,026 SH   SOLE   34,026 0 0
NIKE INC CL B 654106103 2,653 32,069 SH   SOLE   32,069 0 0
NORTHROP GRUMMAN CORP COM 666807102 28,803 95,200 SH   SOLE   95,200 0 0
NVIDIA CORP COM 67066G104 13,182 50,009 SH   SOLE   50,009 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 17,521 58,200 SH   SOLE   58,200 0 0
OMNICELL INC COM 68213N109 3,686 56,200 SH   SOLE   56,200 0 0
OPEN TEXT CORP COM 683715106 4,829 138,300 SH   SOLE   138,300 0 0
PAYCOM SOFTWARE INC COM 70432V102 2,707 13,400 SH   SOLE   13,400 0 0
PAYPAL HLDGS INC COM 70450Y103 14,457 151,000 SH   SOLE   151,000 0 0
PENN NATL GAMING INC COM 707569109 372 29,400 SH   SOLE   29,400 0 0
PENNANT GROUP INC COM 70805E109 259 18,300 SH   SOLE   18,300 0 0
PEPSICO INC COM 713448108 2,645 22,026 SH   SOLE   22,026 0 0
PETIQ INC COM CL A 71639T106 455 19,600 SH   SOLE   19,600 0 0
PIONEER NAT RES CO COM 723787107 1,964 28,000 SH   SOLE   28,000 0 0
PLANET FITNESS INC CL A 72703H101 1,300 26,700 SH   SOLE   26,700 0 0
POOL CORPORATION COM 73278L105 22,278 113,218 SH   SOLE   113,218 0 0
PRIMERICA INC COM 74164M108 1,610 18,200 SH   SOLE   18,200 0 0
PROASSURANCE CORP COM 74267C106 1,465 58,600 SH   SOLE   58,600 0 0
PROGRESS SOFTWARE CORP COM 743312100 1,760 55,000 SH   SOLE   55,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,632 76,267 SH   SOLE   76,267 0 0
PROOFPOINT INC COM 743424103 3,683 35,900 SH   SOLE   35,900 0 0
QUAKER CHEM CORP COM 747316107 3,372 26,700 SH   SOLE   26,700 0 0
QUALYS INC COM 74758T303 2,653 30,500 SH   SOLE   30,500 0 0
RAPID7 INC COM 753422104 1,794 41,400 SH   SOLE   41,400 0 0
RBC BEARINGS INC COM 75524B104 5,921 52,500 SH   SOLE   52,500 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 11,498 77,000 SH   SOLE   77,000 0 0
REPUBLIC SVCS INC COM 760759100 20,406 271,866 SH   SOLE   271,866 0 0
REXNORD CORP COM 76169B102 907 40,000 SH   SOLE   40,000 0 0
RINGCENTRAL INC CL A 76680R206 9,705 45,800 SH   SOLE   45,800 0 0
RLI CORP COM 749607107 15,388 175,000 SH   SOLE   175,000 0 0
ROGERS CORP COM 775133101 878 9,300 SH   SOLE   9,300 0 0
ROLLINS INC COM 775711104 29,140 806,300 SH   SOLE   806,300 0 0
ROPER TECHNOLOGIES INC COM 776696106 52,291 167,700 SH   SOLE   167,700 0 0
RUSH ENTERPRISES INC CL A 781846209 1,232 38,600 SH   SOLE   38,600 0 0
S&P GLOBAL INC COM 78409V104 24,760 101,041 SH   SOLE   101,041 0 0
SALESFORCE COM INC COM 79466L302 38,875 270,000 SH   SOLE   270,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 7,694 28,501 SH   SOLE   28,501 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 3,112 41,700 SH   SOLE   41,700 0 0
SELECTIVE INS GROUP INC COM 816300107 452 9,100 SH   SOLE   9,100 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,410 32,400 SH   SOLE   32,400 0 0
SERVICENOW INC COM 81762P102 33,845 118,100 SH   SOLE   118,100 0 0
SHAKE SHACK INC CL A 819047101 423 11,200 SH   SOLE   11,200 0 0
SHOPIFY INC CL A 82509L107 10,886 26,110 SH   SOLE   26,110 0 0
SILGAN HOLDINGS INC COM 827048109 5,531 190,600 SH   SOLE   190,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,215 16,500 SH   SOLE   16,500 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 9,797 365,000 SH   SOLE   365,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,162 26,400 SH   SOLE   26,400 0 0
SPLUNK INC COM 848637104 15,779 125,000 SH   SOLE   125,000 0 0
SPS COMMERCE INC COM 78463M107 4,860 104,500 SH   SOLE   104,500 0 0
STAMPS COM INC COM NEW 852857200 3,746 28,800 SH   SOLE   28,800 0 0
STARBUCKS CORP COM 855244109 8,284 126,005 SH   SOLE   126,005 0 0
STIFEL FINL CORP COM 860630102 5,164 125,100 SH   SOLE   125,100 0 0
STITCH FIX INC COM CL A 860897107 737 58,000 SH   SOLE   58,000 0 0
SYNNEX CORP COM 87162W100 2,083 28,500 SH   SOLE   28,500 0 0
SYNOPSYS INC COM 871607107 10,386 80,641 SH   SOLE   80,641 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 944 23,500 SH   SOLE   23,500 0 0
TECH DATA CORP COM 878237106 2,879 22,000 SH   SOLE   22,000 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 71,563 240,733 SH   SOLE   240,733 0 0
TELEFLEX INCORPORATED COM 879369106 7,088 24,204 SH   SOLE   24,204 0 0
TEXAS ROADHOUSE INC COM 882681109 818 19,800 SH   SOLE   19,800 0 0
THE TRADE DESK INC COM CL A 88339J105 3,281 17,000 SH   SOLE   17,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 38,910 137,200 SH   SOLE   137,200 0 0
TJX COS INC NEW COM 872540109 26,414 552,472 SH   SOLE   552,472 0 0
TOPBUILD CORP COM 89055F103 1,748 24,400 SH   SOLE   24,400 0 0
TORO CO COM 891092108 34,787 534,447 SH   SOLE   534,447 0 0
TRANSDIGM GROUP INC COM 893641100 32,275 100,800 SH   SOLE   100,800 0 0
TREX CO INC COM 89531P105 2,564 32,000 SH   SOLE   32,000 0 0
TRINET GROUP INC COM 896288107 979 26,000 SH   SOLE   26,000 0 0
TWILIO INC CL A 90138F102 7,607 85,000 SH   SOLE   85,000 0 0
TYLER TECHNOLOGIES INC COM 902252105 30,171 101,737 SH   SOLE   101,737 0 0
U S CONCRETE INC COM NEW 90333L201 414 22,800 SH   SOLE   22,800 0 0
U S PHYSICAL THERAPY INC COM 90337L108 5,368 77,800 SH   SOLE   77,800 0 0
ULTA BEAUTY INC COM 90384S303 4,041 23,000 SH   SOLE   23,000 0 0
UNIFIRST CORP MASS COM 904708104 2,372 15,700 SH   SOLE   15,700 0 0
UNION PAC CORP COM 907818108 28,081 199,100 SH   SOLE   199,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,441 17,809 SH   SOLE   17,809 0 0
VAIL RESORTS INC COM 91879Q109 2,661 18,014 SH   SOLE   18,014 0 0
VERISIGN INC COM 92343E102 5,313 29,500 SH   SOLE   29,500 0 0
VERISK ANALYTICS INC COM 92345Y106 5,018 36,000 SH   SOLE   36,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 12,135 51,000 SH   SOLE   51,000 0 0
VISA INC COM CL A 92826C839 13,857 86,005 SH   SOLE   86,005 0 0
VISTEON CORP COM NEW 92839U206 792 16,500 SH   SOLE   16,500 0 0
WALKER & DUNLOP INC COM 93148P102 1,567 38,900 SH   SOLE   38,900 0 0
WASTE CONNECTIONS INC COM 94106B101 44,034 568,183 SH   SOLE   568,183 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 4,499 53,147 SH   SOLE   53,147 0 0
WEX INC COM 96208T104 2,248 21,500 SH   SOLE   21,500 0 0
WINGSTOP INC COM 974155103 1,737 21,800 SH   SOLE   21,800 0 0
WOODWARD INC COM 980745103 6,063 102,000 SH   SOLE   102,000 0 0
WORKIVA INC COM CL A 98139A105 2,470 76,400 SH   SOLE   76,400 0 0
ZENDESK INC COM 98936J101 12,802 200,000 SH   SOLE   200,000 0 0
ZOETIS INC CL A 98978V103 6,955 59,093 SH   SOLE   59,093 0 0