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 000360206 5,071 137,610 SH   SOLE   137,610 0 0
AT&T Inc COM 00206R102 1,668 44,211 SH   SOLE   44,211 0 0
Abaxis Inc COM 002567105 5,156 97,242 SH   SOLE   97,242 0 0
Abbott Laboratories COM 002824100 9,079 186,781 SH   SOLE   186,781 0 0
Adobe Systems Inc COM 00724F101 16,175 114,361 SH   SOLE   114,361 0 0
Affiliated Managers Group Inc COM 008252108 19,164 115,543 SH   SOLE   115,543 0 0
Google Inc COM 02079K305 55,682 59,894 SH   SOLE   59,894 0 0
Amazon.com Inc COM 023135106 32,260 33,326 SH   SOLE   33,326 0 0
Amber Road Inc COM 02318Y108 1,845 215,249 SH   SOLE   215,249 0 0
American Campus Communities Inc REIT 024835100 4,058 85,790 SH   SOLE   85,790 0 0
American Tower Corp REIT 03027X100 9,953 75,218 SH   SOLE   75,218 0 0
Apple Inc COM 037833100 55,043 382,192 SH   SOLE   382,192 0 0
Applied Materials Inc COM 038222105 10,020 242,556 SH   SOLE   242,556 0 0
Atara Biotherapeutics Inc COM 046513107 443 31,624 SH   SOLE   31,624 0 0
AutoZone Inc COM 053332102 457 800 SH   SOLE   800 0 0
BofI Holding Inc COM 05566U108 5,924 249,764 SH   SOLE   249,764 0 0
Barnes Group Inc COM 067806109 6,179 105,572 SH   SOLE   105,572 0 0
Blackbaud Inc COM 09227Q100 373 4,350 SH   SOLE   4,350 0 0
Bluebird Bio Inc COM 09609G100 3,065 29,178 SH   SOLE   29,178 0 0
Bright Horizons Family Solutions Inc COM 109194100 451 5,844 SH   SOLE   5,844 0 0
CBRE Group Inc COM 12504L109 8,925 245,184 SH   SOLE   245,184 0 0
CH Robinson Worldwide Inc COM 12541W209 4,367 63,578 SH   SOLE   63,578 0 0
CME Group Inc/IL COM 12572Q105 3,830 30,578 SH   SOLE   30,578 0 0
CVB Financial Corp COM 126600105 6,068 270,558 SH   SOLE   270,558 0 0
Callidus Software Inc COM 13123E500 852 35,197 SH   SOLE   35,197 0 0
Cara Therapeutics Inc COM 140755109 1,623 105,445 SH   SOLE   105,445 0 0
Carriage Services Inc COM 143905107 7,676 284,711 SH   SOLE   284,711 0 0
Celgene Corp COM 151020104 32,177 247,766 SH   SOLE   247,766 0 0
CenturyLink Inc COM 156700106 95 3,969 SH   SOLE   3,969 0 0
Cognizant Technology Solutions Corp COM 192446102 9,880 148,800 SH   SOLE   148,800 0 0
Colgate-Palmolive Co COM 194162103 3,196 43,118 SH   SOLE   43,118 0 0
CoreSite Realty Corp REIT 21870Q105 3,509 33,900 SH   SOLE   33,900 0 0
CoStar Group Inc COM 22160N109 8,324 31,578 SH   SOLE   31,578 0 0
Cullen/Frost Bankers Inc COM 229899109 1,882 20,041 SH   SOLE   20,041 0 0
CyrusOne Inc REIT 23283R100 2,749 49,307 SH   SOLE   49,307 0 0
Danaher Corp COM 235851102 13,321 157,857 SH   SOLE   157,857 0 0
Walt Disney Co/The COM 254687106 15,354 144,514 SH   SOLE   144,514 0 0
Dorman Products Inc COM 258278100 17,749 214,437 SH   SOLE   214,437 0 0
Echo Global Logistics Inc COM 27875T101 4,056 203,801 SH   SOLE   203,801 0 0
Education Realty Trust Inc REIT 28140H203 1,868 48,198 SH   SOLE   48,198 0 0
Egalet Corp COM 28226B104 170 71,758 SH   SOLE   71,758 0 0
Enservco Corp COM 29358Y102 64 203,800 SH   SOLE   203,800 0 0
Envestnet Inc COM 29404K106 3,900 98,491 SH   SOLE   98,491 0 0
EPAM Systems Inc COM 29414B104 7,851 93,370 SH   SOLE   93,370 0 0
Equinix Inc REIT 29444U700 3,572 8,322 SH   SOLE   8,322 0 0
Equity Lifestyle Properties Inc REIT 29472R108 3,967 45,951 SH   SOLE   45,951 0 0
Esperion Therapeutics Inc COM 29664W105 745 16,094 SH   SOLE   16,094 0 0
Exact Sciences Corp COM 30063P105 27,015 763,775 SH   SOLE   763,775 0 0
ExlService Holdings Inc COM 302081104 2,898 52,144 SH   SOLE   52,144 0 0
Expeditors International of Washington Inc COM 302130109 10,498 185,875 SH   SOLE   185,875 0 0
Exponent Inc COM 30214U102 442 7,587 SH   SOLE   7,587 0 0
Express Scripts Holding Co COM 30219G108 18,629 291,810 SH   SOLE   291,810 0 0
Facebook Inc COM 30303M102 26,858 177,893 SH   SOLE   177,893 0 0
FactSet Research Systems Inc COM 303075105 8,289 49,875 SH   SOLE   49,875 0 0
Fastenal Co COM 311900104 15,839 363,862 SH   SOLE   363,862 0 0
Financial Engines Inc COM 317485100 5,376 146,899 SH   SOLE   146,899 0 0
First Republic Bank/CA COM 33616C100 36,103 360,672 SH   SOLE   360,672 0 0
Fortive Corp COM 34959J108 6,583 103,918 SH   SOLE   103,918 0 0
Generac Holdings Inc COM 368736104 4,129 114,269 SH   SOLE   114,269 0 0
Gilead Sciences Inc COM 375558103 6,577 92,917 SH   SOLE   92,917 0 0
Goldman Sachs ActiveBeta Europe Equity ETF ETF 381430305 11,816 400,000 SH   SOLE   400,000 0 0
Goldman Sachs ActiveBeta Japan Equity ETF ETF 381430404 12,028 400,000 SH   SOLE   400,000 0 0
Graco Inc COM 384109104 365 3,340 SH   SOLE   3,340 0 0
Healthcare Services Group Inc COM 421906108 16,361 349,362 SH   SOLE   349,362 0 0
HealthEquity Inc COM 42226A107 9,806 196,789 SH   SOLE   196,789 0 0
HEICO Corp COM 422806208 16,139 260,092 SH   SOLE   260,092 0 0
Heska Corp COM 42805E306 2,322 22,751 SH   SOLE   22,751 0 0
Home Depot Inc/The COM 437076102 17,299 112,772 SH   SOLE   112,772 0 0
JB Hunt Transport Services Inc COM 445658107 9,496 103,918 SH   SOLE   103,918 0 0
ICU Medical Inc COM 44930G107 2,191 12,702 SH   SOLE   12,702 0 0
Iberiabank Corp COM 450828108 7,096 87,070 SH   SOLE   87,070 0 0
Illinois Tool Works Inc COM 452308109 9,859 68,822 SH   SOLE   68,822 0 0
Inphi Corp COM 45772F107 7,431 216,650 SH   SOLE   216,650 0 0
InnerWorkings Inc COM 45773Y105 6,056 522,018 SH   SOLE   522,018 0 0
Intel Corp COM 458140100 14,072 417,062 SH   SOLE   417,062 0 0
IntercontinentalExchange Inc COM 45866F104 13,606 206,405 SH   SOLE   206,405 0 0
Intersect ENT Inc COM 46071F103 1,573 56,300 SH   SOLE   56,300 0 0
Intuitive Surgical Inc COM 46120E602 17,613 18,830 SH   SOLE   18,830 0 0
iShares Core S&P 500 ETF ETF 464287200 64,504 265,000 SH   SOLE   265,000 0 0
Johnson & Johnson COM 478160104 13,412 101,383 SH   SOLE   101,383 0 0
Kirby Corp COM 497266106 3,304 49,431 SH   SOLE   49,431 0 0
Knight Transportation Inc COM 499064103 13,295 358,833 SH   SOLE   358,833 0 0
Kraft Heinz Co/The COM 500754106 6,834 79,800 SH   SOLE   79,800 0 0
LKQ Corp COM 501889208 29,528 896,131 SH   SOLE   896,131 0 0
Drew Industries Inc COM 50189K103 8,907 86,982 SH   SOLE   86,982 0 0
Level 3 Communications Inc COM 52729N308 126 2,124 SH   SOLE   2,124 0 0
Liquidity Services Inc COM 53635B107 1,303 205,224 SH   SOLE   205,224 0 0
Littelfuse Inc COM 537008104 6,148 37,260 SH   SOLE   37,260 0 0
MSC Industrial Direct Co Inc COM 553530106 4,465 51,943 SH   SOLE   51,943 0 0
MarketAxess Holdings Inc COM 57060D108 20,291 100,900 SH   SOLE   100,900 0 0
Marriott International Inc/DE COM 571903202 10,496 104,637 SH   SOLE   104,637 0 0
Mastercard Inc COM 57636Q104 12,157 100,096 SH   SOLE   100,096 0 0
MEDNAX Inc COM 58502B106 28,382 470,143 SH   SOLE   470,143 0 0
MercadoLibre Inc COM 58733R102 710 2,830 SH   SOLE   2,830 0 0
Microsoft Corp COM 594918104 20,824 302,101 SH   SOLE   302,101 0 0
Monolithic Power Systems Inc COM 609839105 1,804 18,718 SH   SOLE   18,718 0 0
Monro Muffler Brake Inc COM 610236101 14,119 338,182 SH   SOLE   338,182 0 0
Neogen Corp COM 640491106 6,736 97,458 SH   SOLE   97,458 0 0
NewLink Genetics Corp COM 651511107 470 63,891 SH   SOLE   63,891 0 0
NextEra Energy Inc COM 65339F101 11,578 82,622 SH   SOLE   82,622 0 0
NextEra Energy Partners LP COM 65341B106 4,731 127,901 SH   SOLE   127,901 0 0
NIKE Inc COM 654106103 10,947 185,544 SH   SOLE   185,544 0 0
Nordson Corp COM 655663102 14,108 116,282 SH   SOLE   116,282 0 0
NorthWestern Corp COM 668074305 6,927 113,530 SH   SOLE   113,530 0 0
NxStage Medical Inc COM 67072V103 2,776 110,742 SH   SOLE   110,742 0 0
O'Reilly Automotive Inc COM 67103H107 15,410 70,448 SH   SOLE   70,448 0 0
Obalon Therapeutics Inc COM 67424L100 1,289 130,050 SH   SOLE   130,050 0 0
Old Dominion Freight Line Inc COM 679580100 6,623 69,541 SH   SOLE   69,541 0 0
Oracle Corp COM 68389X105 11,969 238,717 SH   SOLE   238,717 0 0
Otonomy Inc COM 68906L105 1,659 88,033 SH   SOLE   88,033 0 0
Palo Alto Networks Inc COM 697435105 3,762 28,117 SH   SOLE   28,117 0 0
Patrick Industries Inc COM 703343103 3,956 54,311 SH   SOLE   54,311 0 0
Pegasystems Inc COM 705573103 15,794 270,684 SH   SOLE   270,684 0 0
Pool Corp COM 73278L105 2,675 22,750 SH   SOLE   22,750 0 0
Power Integrations Inc COM 739276103 2,552 35,000 SH   SOLE   35,000 0 0
Praxair Inc COM 74005P104 7,815 58,957 SH   SOLE   58,957 0 0
Prestige Brands Holdings Inc COM 74112D101 1,568 29,702 SH   SOLE   29,702 0 0
Prologis Inc REIT 74340W103 3,518 60,000 SH   SOLE   60,000 0 0
Proofpoint Inc COM 743424103 6,486 74,697 SH   SOLE   74,697 0 0
Prosperity Bancshares Inc COM 743606105 10,219 159,072 SH   SOLE   159,072 0 0
Proto Labs Inc COM 743713109 7,599 112,990 SH   SOLE   112,990 0 0
QAD Inc COM 74727D306 3,605 112,501 SH   SOLE   112,501 0 0
Q2 Holdings Inc COM 74736L109 4,120 111,495 SH   SOLE   111,495 0 0
Qualys Inc COM 74758T303 2,092 51,260 SH   SOLE   51,260 0 0
Ritchie Bros Auctioneers Inc COM 767744105 13,076 454,983 SH   SOLE   454,983 0 0
Ross Stores Inc COM 778296103 10,728 185,835 SH   SOLE   185,835 0 0
SPS Commerce Inc COM 78463M107 3,339 52,367 SH   SOLE   52,367 0 0
SPDR S&P Regional Banking ETF ETF 78464A698 6,844 124,551 SH   SOLE   124,551 0 0
SVB Financial Group COM 78486Q101 4,477 25,470 SH   SOLE   25,470 0 0
John B Sanfilippo & Son Inc COM 800422107 5,224 82,780 SH   SOLE   82,780 0 0
Henry Schein Inc COM 806407102 14,781 80,757 SH   SOLE   80,757 0 0
Schlumberger Ltd COM 806857108 8,163 123,983 SH   SOLE   123,983 0 0
Materials Select Sector SPDR Fund ETF 81369Y100 6,915 128,501 SH   SOLE   128,501 0 0
Health Care Select Sector SPDR Fund ETF 81369Y209 49,718 627,437 SH   SOLE   627,437 0 0
Consumer Staples Select Sector SPDR Fund ETF 81369Y308 27,723 504,596 SH   SOLE   504,596 0 0
Consumer Discretionary Select Sector SPDR Fund ETF 81369Y407 38,168 425,844 SH   SOLE   425,844 0 0
Energy Select Sector SPDR Fund ETF 81369Y506 20,557 316,654 SH   SOLE   316,654 0 0
Financial Select Sector SPDR Fund ETF 81369Y605 48,170 1,952,594 SH   SOLE   1,952,594 0 0
Industrial Select Sector SPDR Fund ETF 81369Y704 33,049 485,237 SH   SOLE   485,237 0 0
Technology Select Sector SPDR Fund ETF 81369Y803 84,178 1,538,351 SH   SOLE   1,538,351 0 0
Real Estate Select Sector SPDR Fund ETF 81369Y860 6,293 195,427 SH   SOLE   195,427 0 0
Utilities Select Sector SPDR Fund ETF 81369Y886 4,943 95,131 SH   SOLE   95,131 0 0
AO Smith Corp COM 831865209 16,502 292,947 SH   SOLE   292,947 0 0
Snap-on Inc COM 833034101 10,812 68,426 SH   SOLE   68,426 0 0
South Jersey Industries Inc COM 838518108 3,994 116,884 SH   SOLE   116,884 0 0
Sportsman's Warehouse Holdings Inc COM 84920Y106 2,674 495,099 SH   SOLE   495,099 0 0
STAAR Surgical Co COM 852312305 3,508 324,821 SH   SOLE   324,821 0 0
Stantec Inc COM 85472N109 777 30,950 SH   SOLE   30,950 0 0
Stericycle Inc COM 858912108 16,595 217,435 SH   SOLE   217,435 0 0
Stryker Corp COM 863667101 18,237 131,414 SH   SOLE   131,414 0 0
Sun Communities Inc REIT 866674104 2,639 30,099 SH   SOLE   30,099 0 0
Syndax Pharmaceuticals Inc COM 87164F105 1,924 137,732 SH   SOLE   137,732 0 0
TJX Cos Inc COM 872540109 9,382 129,996 SH   SOLE   129,996 0 0
Teladoc Inc COM 87918A105 10,543 303,845 SH   SOLE   303,845 0 0
Texas Instruments Inc COM 882508104 4,443 57,748 SH   SOLE   57,748 0 0
Thermo Fisher Scientific Inc COM 883556102 8,074 46,278 SH   SOLE   46,278 0 0
Toro Co/The COM 891092108 341 4,928 SH   SOLE   4,928 0 0
Tractor Supply Co COM 892356106 4,609 85,024 SH   SOLE   85,024 0 0
Trex Co Inc COM 89531P105 3,552 52,505 SH   SOLE   52,505 0 0
Tyler Technologies Inc COM 902252105 7,076 40,282 SH   SOLE   40,282 0 0
US Physical Therapy Inc COM 90337L108 577 9,545 SH   SOLE   9,545 0 0
UnitedHealth Group Inc COM 91324P102 17,800 96,000 SH   SOLE   96,000 0 0
Veeva Systems Inc COM 922475108 4,501 73,417 SH   SOLE   73,417 0 0
Verizon Communications Inc COM 92343V104 1,313 29,388 SH   SOLE   29,388 0 0
Vertex Pharmaceuticals Inc COM 92532F100 6,653 51,626 SH   SOLE   51,626 0 0
Visa Inc COM 92826C839 27,551 293,784 SH   SOLE   293,784 0 0
Virtusa Corp COM 92827P102 2,289 77,851 SH   SOLE   77,851 0 0
Vocera Communications Inc COM 92857F107 7,760 293,713 SH   SOLE   293,713 0 0
WNS Holdings Ltd ADR 92932M101 11,792 343,192 SH   SOLE   343,192 0 0
Wal-Mart Stores Inc COM 931142103 4,874 64,396 SH   SOLE   64,396 0 0
Wells Fargo & Co COM 949746101 14,398 259,844 SH   SOLE   259,844 0 0
Westamerica Bancorporation COM 957090103 5,397 96,301 SH   SOLE   96,301 0 0
Winmark Corp COM 974250102 325 2,525 SH   SOLE   2,525 0 0
World Fuel Services Corp COM 981475106 13,098 340,638 SH   SOLE   340,638 0 0
Xilinx Inc COM 983919101 5,881 91,435 SH   SOLE   91,435 0 0
Zions Bancorporation COM 989701107 3,013 68,617 SH   SOLE   68,617 0 0
Johnson Controls International PLC COM G51502105 1,908 44,000 SH   SOLE   44,000 0 0
Oxford Immunotec Global PLC COM G6855A103 3,313 196,950 SH   SOLE   196,950 0 0
ASML Holding NV COM N07059210 2,689 20,630 SH   SOLE   20,630 0 0
VistaPrint NV COM N20146101 13,007 137,599 SH   SOLE   137,599 0 0
Core Laboratories NV COM N22717107 3,929 38,797 SH   SOLE   38,797 0 0