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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 27,111 159,292 SH   SOLE   159,292 0 0
ACTIVISION BLIZZARD INC COM 00507V109 28,864 346,965 SH   SOLE   346,965 0 0
AETNA INC NEW COM 00817Y108 27,209 134,136 SH   SOLE   134,136 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 26,178 158,885 SH   SOLE   158,885 0 0
ALLERGAN PLC SHS G0177J108 9,162 48,100 SH   SOLE   48,100 0 0
AMAZON COM INC COM 023135106 29,749 14,852 SH   SOLE   14,852 0 0
AMBEV SA SPONSORED ADR 02319V103 4,684 1,024,900 SH   SOLE   1,024,900 0 0
AMC NETWORKS INC CL A 00164V103 14,770 222,642 SH   SOLE   222,642 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 36,455 414,405 SH   SOLE   414,405 0 0
AMPHENOL CORP NEW CL A 032095101 35,779 380,548 SH   SOLE   380,548 0 0
ANALOG DEVICES INC COM 032654105 28,054 303,416 SH   SOLE   303,416 0 0
ARISTA NETWORKS INC COM 040413106 27,754 104,393 SH   SOLE   104,393 0 0
BAUSCH HEALTH COS INC COM 071734107 2,108 82,118 SH   SOLE   82,118 0 0
BAXTER INTL INC COM 071813109 27,505 356,796 SH   SOLE   356,796 0 0
BECTON DICKINSON & CO COM 075887109 27,483 105,300 SH   SOLE   105,300 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 28,302 455,888 SH   SOLE   455,888 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 36,913 279,747 SH   SOLE   279,747 0 0
BURLINGTON STORES INC COM 122017106 35,951 220,668 SH   SOLE   220,668 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 36,137 797,364 SH   SOLE   797,364 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 27,070 424,488 SH   SOLE   424,488 0 0
CELANESE CORP DEL COM 150870103 35,795 313,994 SH   SOLE   313,994 0 0
CENTENE CORP DEL COM 15135B101 36,296 250,699 SH   SOLE   250,699 0 0
CERNER CORP COM 156782104 36,194 561,936 SH   SOLE   561,936 0 0
CHEMOURS CO COM 163851108 35,522 900,656 SH   SOLE   900,656 0 0
CHEVRON CORP NEW COM 166764100 21,370 174,762 SH   SOLE   174,762 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 19,635 43,200 SH   SOLE   43,200 0 0
CHURCH & DWIGHT INC COM 171340102 36,132 608,588 SH   SOLE   608,588 0 0
CINTAS CORP COM 172908105 34,647 175,152 SH   SOLE   175,152 0 0
COMMVAULT SYSTEMS INC COM 204166102 37,103 530,038 SH   SOLE   530,038 0 0
CONOCOPHILLIPS COM 20825C104 29,020 374,936 SH   SOLE   374,936 0 0
CONSTELLATION BRANDS INC CL A 21036P108 27,937 129,566 SH   SOLE   129,566 0 0
CREE INC COM 225447101 34,549 912,308 SH   SOLE   912,308 0 0
DANAHER CORP DEL COM 235851102 27,787 255,724 SH   SOLE   255,724 0 0
DEXCOM INC COM 252131107 36,654 256,250 SH   SOLE   256,250 0 0
EATON VANCE CORP COM NON VTG 278265103 35,298 671,576 SH   SOLE   671,576 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 39,732 228,216 SH   SOLE   228,216 0 0
ELECTRONIC ARTS INC COM 285512109 28,870 239,602 SH   SOLE   239,602 0 0
ENCOMPASS HEALTH CORP COM 29261A100 36,356 466,400 SH   SOLE   466,400 0 0
ENTEGRIS INC COM 29362U104 36,453 1,259,188 SH   SOLE   1,259,188 0 0
EOG RES INC COM 26875P101 37,499 293,946 SH   SOLE   293,946 0 0
FACEBOOK INC CL A 30303M102 27,073 164,617 SH   SOLE   164,617 0 0
FERRARI N V COM N3167Y103 29,317 214,130 SH   SOLE   214,130 0 0
FISERV INC COM 337738108 36,727 445,822 SH   SOLE   445,822 0 0
FORTIVE CORP COM 34959J108 35,939 426,825 SH   SOLE   426,825 0 0
FREEPORT-MCMORAN INC CL B 35671D857 18,667 1,341,012 SH   SOLE   1,341,012 0 0
GRAND CANYON ED INC COM 38526M106 36,006 319,198 SH   SOLE   319,198 0 0
HOME DEPOT INC COM 437076102 27,006 130,371 SH   SOLE   130,371 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 32,010 125,000 SH   SOLE   125,000 0 0
ILLUMINA INC COM 452327109 29,461 80,262 SH   SOLE   80,262 0 0
INGEVITY CORP COM 45688C107 37,287 365,986 SH   SOLE   365,986 0 0
INGREDION INC COM 457187102 2,795 26,629 SH   SOLE   26,629 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 34,824 465,003 SH   SOLE   465,003 0 0
INTUIT COM 461202103 29,017 127,604 SH   SOLE   127,604 0 0
IQVIA HLDGS INC COM 46266C105 38,052 293,291 SH   SOLE   293,291 0 0
HENRY JACK & ASSOC INC COM 426281101 36,707 229,301 SH   SOLE   229,301 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 34,893 308,020 SH   SOLE   308,020 0 0
KINDER MORGAN INC DEL COM 49456B101 9,904 558,600 SH   SOLE   558,600 0 0
KLA-TENCOR CORP COM 482480100 36,260 356,504 SH   SOLE   356,504 0 0
LAM RESEARCH CORP COM 512807108 27,975 184,409 SH   SOLE   184,409 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 35,474 523,839 SH   SOLE   523,839 0 0
MATTEL INC COM 577081102 34,624 2,205,336 SH   SOLE   2,205,336 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 35,079 622,078 SH   SOLE   622,078 0 0
MCDONALDS CORP COM 580135101 29,633 177,136 SH   SOLE   177,136 0 0
MCKESSON CORP COM 58155Q103 10,600 79,908 SH   SOLE   79,908 0 0
MEDNAX INC COM 58502B106 9,892 212,000 SH   SOLE   212,000 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 32,377 1,530,826 SH   SOLE   1,530,826 0 0
MERCADOLIBRE INC COM 58733R102 34,903 102,514 SH   SOLE   102,514 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 33,503 488,673 SH   SOLE   488,673 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 35,550 450,512 SH   SOLE   450,512 0 0
MICROSOFT CORP COM 594918104 28,331 247,716 SH   SOLE   247,716 0 0
MKS INSTRUMENT INC COM 55306N104 35,547 443,508 SH   SOLE   443,508 0 0
MONOLITHIC PWR SYS INC COM 609839105 34,644 275,980 SH   SOLE   275,980 0 0
MRC GLOBAL INC COM 55345K103 34,590 1,842,816 SH   SOLE   1,842,816 0 0
NASDAQ INC COM 631103108 34,657 403,926 SH   SOLE   403,926 0 0
NAVISTAR INTL CORP NEW COM 63934E108 34,467 895,242 SH   SOLE   895,242 0 0
NEOGEN CORP COM 640491106 31,413 439,160 SH   SOLE   439,160 0 0
NORDSON CORP COM 655663102 35,017 252,102 SH   SOLE   252,102 0 0
NORDSTROM INC COM 655664100 35,787 598,340 SH   SOLE   598,340 0 0
OAKTREE CAP GROUP LLC UNIT CL A 674001201 35,896 867,052 SH   SOLE   867,052 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 28,601 82,347 SH   SOLE   82,347 0 0
PAYPAL HLDGS INC COM 70450Y103 27,231 310,004 SH   SOLE   310,004 0 0
QUEST DIAGNOSTICS INC COM 74834L100 36,384 337,168 SH   SOLE   337,168 0 0
RALPH LAUREN CORP CL A 751212101 36,607 266,134 SH   SOLE   266,134 0 0
REPLIGEN CORP COM 759916109 5,937 107,057 SH   SOLE   107,057 0 0
REPUBLIC SVCS INC COM 760759100 35,564 489,464 SH   SOLE   489,464 0 0
ROPER TECHNOLOGIES INC COM 776696106 34,774 117,395 SH   SOLE   117,395 0 0
S&P GLOBAL INC COM 78409V104 25,328 129,626 SH   SOLE   129,626 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 37,557 414,032 SH   SOLE   414,032 0 0
SOUTHWEST AIRLS CO COM 844741108 36,510 584,620 SH   SOLE   584,620 0 0
SPLUNK INC COM 848637104 34,557 285,804 SH   SOLE   285,804 0 0
STRYKER CORP COM 863667101 36,507 205,464 SH   SOLE   205,464 0 0
SYNOPSYS INC COM 871607107 36,611 371,271 SH   SOLE   371,271 0 0
SYSCO CORP COM 871829107 27,417 374,296 SH   SOLE   374,296 0 0
TABLEAU SOFTWARE INC CL A 87336U105 34,761 311,088 SH   SOLE   311,088 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 36,988 863,396 SH   SOLE   863,396 0 0
TARGET CORP COM 87612E106 28,924 327,904 SH   SOLE   327,904 0 0
TE CONNECTIVITY LTD REG SHS H84989104 34,318 390,290 SH   SOLE   390,290 0 0
TECHNIPFMC PLC COM G87110105 36,626 1,172,016 SH   SOLE   1,172,016 0 0
TELEFLEX INC COM 879369106 32,579 122,437 SH   SOLE   122,437 0 0
TERADATA CORP DEL COM 88076W103 35,717 947,141 SH   SOLE   947,141 0 0
TEXAS INSTRS INC COM 882508104 27,991 260,888 SH   SOLE   260,888 0 0
TEXAS ROADHOUSE INC COM 882681109 35,291 509,320 SH   SOLE   509,320 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 29,239 119,792 SH   SOLE   119,792 0 0
TWITTER INC COM 90184L102 27,496 966,116 SH   SOLE   966,116 0 0
UNITEDHEALTH GROUP INC COM 91324P102 28,053 105,447 SH   SOLE   105,447 0 0
VAIL RESORTS INC COM 91879Q109 34,980 127,468 SH   SOLE   127,468 0 0
V F CORP COM 918204108 36,511 390,702 SH   SOLE   390,702 0 0
VISA INC COM CL A 92826C839 36,655 244,219 SH   SOLE   244,219 0 0
VMWARE INC CL A COM 928563402 25,974 166,436 SH   SOLE   166,436 0 0
WASTE MGMT INC DEL COM 94106L109 36,216 400,796 SH   SOLE   400,796 0 0
WATERS CORP COM 941848103 33,333 171,221 SH   SOLE   171,221 0 0
WORKDAY INC CL A 98138H101 36,324 248,826 SH   SOLE   248,826 0 0
WORLDPAY INC CL A 981558109 27,645 272,984 SH   SOLE   272,984 0 0
XILINX INC COM 983919101 36,207 451,626 SH   SOLE   451,626 0 0
YUM BRANDS INC COM 988498101 28,248 310,724 SH   SOLE   310,724 0 0
ZENDESK INC COM 98936J101 36,534 514,560 SH   SOLE   514,560 0 0
ZOETIS INC CL A 98978V103 28,395 310,124 SH   SOLE   310,124 0 0