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
ADOBE SYS INC COM 00724F101 801 5,660 SH   SOLE   5,660 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,544 12,690 SH   SOLE   12,690 0 0
ALPHABET INC CAP STK CL A 02079K305 4,589 4,936 SH   SOLE   4,936 0 0
AMAZON COM INC COM 023135106 3,776 3,900 SH   SOLE   3,900 0 0
AMEDISYS INC COM 023436108 2,524 40,190 SH   SOLE   40,190 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,673 20,200 SH   SOLE   20,200 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 6,030 77,360 SH   SOLE   77,360 0 0
AMETEK INC NEW COM 031100100 1,230 20,310 SH   SOLE   20,310 0 0
ANADARKO PETE CORP COM 032511107 806 17,780 SH   SOLE   17,780 0 0
APOGEE ENTERPRISES INC COM 037598109 2,438 42,900 SH   SOLE   42,900 0 0
APPLE INC COM 037833100 4,338 30,120 SH   SOLE   30,120 0 0
ASTEC INDS INC COM 046224101 1,885 33,960 SH   SOLE   33,960 0 0
AXALTA COATING SYS LTD COM G0750C108 6,598 205,930 SH   SOLE   205,930 0 0
BANK OF THE OZARKS INC COM 063904106 4,796 102,320 SH   SOLE   102,320 0 0
BLACKROCK INC COM 09247X101 2,970 7,030 SH   SOLE   7,030 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,266 45,660 SH   SOLE   45,660 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,777 211,230 SH   SOLE   211,230 0 0
BRUNSWICK CORP COM 117043109 3,422 54,550 SH   SOLE   54,550 0 0
BURLINGTON STORES INC COM 122017106 3,116 33,870 SH   SOLE   33,870 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,742 81,870 SH   SOLE   81,870 0 0
CARRIZO OIL & GAS INC COM 144577103 1,472 84,500 SH   SOLE   84,500 0 0
CELGENE CORP COM 151020104 1,721 13,250 SH   SOLE   13,250 0 0
CHURCH & DWIGHT INC COM 171340102 1,219 23,496 SH   SOLE   23,496 0 0
CIMAREX ENERGY CO COM 171798101 715 7,610 SH   SOLE   7,610 0 0
CINTAS CORP COM 172908105 2,998 23,790 SH   SOLE   23,790 0 0
CME GROUP INC COM 12572Q105 1,367 10,910 SH   SOLE   10,910 0 0
COMCAST CORP NEW CL A 20030N101 1,338 34,360 SH   SOLE   34,360 0 0
COMFORT SYS USA INC COM 199908104 4,716 127,120 SH   SOLE   127,120 0 0
CONCHO RES INC COM 20605P101 1,750 14,400 SH   SOLE   14,400 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,236 16,700 SH   SOLE   16,700 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,067 32,990 SH   SOLE   32,990 0 0
COOPER COS INC COM NEW 216648402 2,044 8,540 SH   SOLE   8,540 0 0
COSTAR GROUP INC COM 22160N109 5,309 20,140 SH   SOLE   20,140 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,637 10,235 SH   SOLE   10,235 0 0
COUPA SOFTWARE INC COM 22266L106 2,933 101,220 SH   SOLE   101,220 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,443 26,850 SH   SOLE   26,850 0 0
DENTSPLY SIRONA INC COM 24906P109 1,497 23,090 SH   SOLE   23,090 0 0
DEVON ENERGY CORP NEW COM 25179M103 906 28,350 SH   SOLE   28,350 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,427 38,590 SH   SOLE   38,590 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,686 123,220 SH   SOLE   123,220 0 0
EAGLE MATERIALS INC COM 26969P108 5,274 57,070 SH   SOLE   57,070 0 0
EAST WEST BANCORP INC COM 27579R104 4,921 84,010 SH   SOLE   84,010 0 0
EDISON INTL COM 281020107 867 11,090 SH   SOLE   11,090 0 0
ELBIT SYS LTD ORD M3760D101 8,713 70,410 SH   SOLE   55,110 0 15,300
EOG RES INC COM 26875P101 1,091 12,050 SH   SOLE   12,050 0 0
EQUINIX INC COM PAR $0.001 29444U700 8,725 20,330 SH   SOLE   20,330 0 0
EURONET WORLDWIDE INC COM 298736109 4,146 47,460 SH   SOLE   47,460 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 6,009 85,240 SH   SOLE   85,240 0 0
EXPEDIA INC DEL COM NEW 30212P303 973 6,530 SH   SOLE   6,530 0 0
FACEBOOK INC CL A 30303M102 3,610 23,910 SH   SOLE   23,910 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 6,264 62,580 SH   SOLE   62,580 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,708 32,640 SH   SOLE   32,640 0 0
FORTINET INC COM 34959E109 5,024 134,180 SH   SOLE   134,180 0 0
FORTIVE CORP COM 34959J108 3,400 53,670 SH   SOLE   53,670 0 0
GARTNER INC COM 366651107 2,796 22,640 SH   SOLE   22,640 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,860 12,890 SH   SOLE   12,890 0 0
GRANITE CONSTR INC COM 387328107 1,703 35,310 SH   SOLE   35,310 0 0
HOLOGIC INC COM 436440101 5,240 115,460 SH   SOLE   115,460 0 0
HOME DEPOT INC COM 437076102 2,594 16,910 SH   SOLE   16,910 0 0
HUBSPOT INC COM 443573100 3,038 46,210 SH   SOLE   46,210 0 0
HUDSON PAC PPTYS INC COM 444097109 4,128 120,740 SH   SOLE   120,740 0 0
INGERSOLL-RAND PLC SHS G47791101 1,035 11,320 SH   SOLE   11,320 0 0
INSULET CORP COM 45784P101 7,219 140,690 SH   SOLE   140,690 0 0
INTEL CORP COM 458140100 2,073 61,420 SH   SOLE   61,420 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,830 42,930 SH   SOLE   42,930 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,913 76,930 SH   SOLE   76,930 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 2,266 51,020 SH   SOLE   51,020 0 0
JETBLUE AIRWAYS CORP COM 477143101 4,653 203,810 SH   SOLE   203,810 0 0
JPMORGAN CHASE & CO COM 46625H100 4,261 46,620 SH   SOLE   46,620 0 0
K2M GROUP HLDGS INC COM 48273J107 2,587 106,200 SH   SOLE   106,200 0 0
KEYCORP NEW COM 493267108 1,420 75,750 SH   SOLE   75,750 0 0
LAM RESEARCH CORP COM 512807108 3,620 25,600 SH   SOLE   25,600 0 0
LENNOX INTL INC COM 526107107 4,204 22,890 SH   SOLE   22,890 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 3,826 109,800 SH   SOLE   109,800 0 0
LUMENTUM HLDGS INC COM 55024U109 2,656 46,560 SH   SOLE   46,560 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 5,053 305,860 SH   SOLE   305,860 0 0
MASONITE INTL CORP NEW COM 575385109 1,484 19,650 SH   SOLE   19,650 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,080 17,130 SH   SOLE   17,130 0 0
MATADOR RES CO COM 576485205 2,768 129,530 SH   SOLE   129,530 0 0
MAXIMUS INC COM 577933104 842 13,440 SH   SOLE   13,440 0 0
MDU RES GROUP INC COM 552690109 3,651 139,370 SH   SOLE   139,370 0 0
MERCURY SYS INC COM 589378108 5,634 133,850 SH   SOLE   133,850 0 0
MICROSOFT CORP COM 594918104 4,716 68,420 SH   SOLE   68,420 0 0
MIDDLEBY CORP COM 596278101 6,644 54,680 SH   SOLE   54,680 0 0
MOHAWK INDS INC COM 608190104 8,069 33,390 SH   SOLE   33,390 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 3,298 219,140 SH   SOLE   219,140 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,764 35,520 SH   SOLE   35,520 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 2,981 129,000 SH   SOLE   129,000 0 0
NATUS MEDICAL INC DEL COM 639050103 2,791 74,820 SH   SOLE   74,820 0 0
NEWELL BRANDS INC COM 651229106 3,337 62,250 SH   SOLE   62,250 0 0
NEWFIELD EXPL CO COM 651290108 4,826 169,590 SH   SOLE   169,590 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,476 5,750 SH   SOLE   5,750 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 5,823 107,260 SH   SOLE   107,260 0 0
NUVASIVE INC COM 670704105 7,339 95,410 SH   SOLE   95,410 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,763 8,060 SH   SOLE   8,060 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1,614 37,890 SH   SOLE   37,890 0 0
ON ASSIGNMENT INC COM 682159108 4,227 78,070 SH   SOLE   78,070 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,667 190,010 SH   SOLE   190,010 0 0
OSHKOSH CORP COM 688239201 7,402 107,450 SH   SOLE   107,450 0 0
OSI SYSTEMS INC COM 671044105 3,266 43,460 SH   SOLE   43,460 0 0
PALO ALTO NETWORKS INC COM 697435105 3,189 23,830 SH   SOLE   23,830 0 0
PAPA JOHNS INTL INC COM 698813102 2,914 40,600 SH   SOLE   40,600 0 0
PARATEK PHARMACEUTICALS INC COM 699374302 2,068 85,790 SH   SOLE   85,790 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,648 53,330 SH   SOLE   53,330 0 0
PERRIGO CO PLC SHS G97822103 4,535 60,040 SH   SOLE   60,040 0 0
PHYSICIANS RLTY TR COM 71943U104 3,396 168,630 SH   SOLE   168,630 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 3,428 54,590 SH   SOLE   54,590 0 0
PINNACLE FOODS INC DEL COM 72348P104 7,240 121,880 SH   SOLE   121,880 0 0
PRA HEALTH SCIENCES INC COM 69354M108 3,220 42,930 SH   SOLE   42,930 0 0
PROGRESSIVE CORP OHIO COM 743315103 6,091 138,130 SH   SOLE   138,130 0 0
PROLOGIS INC COM 74340W103 1,206 20,570 SH   SOLE   20,570 0 0
PROOFPOINT INC COM 743424103 2,554 29,410 SH   SOLE   29,410 0 0
QUANTA SVCS INC COM 74762E102 6,983 212,100 SH   SOLE   212,100 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 8,035 100,160 SH   SOLE   100,160 0 0
RAYTHEON CO COM NEW 755111507 2,264 14,020 SH   SOLE   14,020 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,397 4,880 SH   SOLE   4,880 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 2,919 152,110 SH   SOLE   152,110 0 0
RINGCENTRAL INC CL A 76680R206 6,591 180,340 SH   SOLE   180,340 0 0
SALESFORCE COM INC COM 79466L302 1,438 16,610 SH   SOLE   16,610 0 0
SCHLUMBERGER LTD COM 806857108 1,559 23,683 SH   SOLE   23,683 0 0
SHERWIN WILLIAMS CO COM 824348106 3,407 9,710 SH   SOLE   9,710 0 0
SHIRE PLC SPONSORED ADR 82481R106 2,403 14,540 SH   SOLE   14,540 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 3,778 26,320 SH   SOLE   26,320 0 0
SIGNET JEWELERS LIMITED SHS G81276100 2,731 43,180 SH   SOLE   43,180 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,425 46,120 SH   SOLE   46,120 0 0
SMITH A O COM 831865209 9,091 161,390 SH   SOLE   161,390 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,605 12,830 SH   SOLE   12,830 0 0
STARBUCKS CORP COM 855244109 2,042 35,020 SH   SOLE   35,020 0 0
STERICYCLE INC COM 858912108 1,098 14,390 SH   SOLE   14,390 0 0
TELEFLEX INC COM 879369106 8,128 39,120 SH   SOLE   39,120 0 0
TETRA TECH INC NEW COM 88162G103 6,707 146,590 SH   SOLE   146,590 0 0
THOR INDS INC COM 885160101 3,102 29,680 SH   SOLE   29,680 0 0
TOTAL SYS SVCS INC COM 891906109 7,456 127,990 SH   SOLE   127,990 0 0
TRACTOR SUPPLY CO COM 892356106 2,480 45,740 SH   SOLE   45,740 0 0
TYLER TECHNOLOGIES INC COM 902252105 3,092 17,600 SH   SOLE   17,600 0 0
ULTA BEAUTY INC COM 90384S303 2,966 10,320 SH   SOLE   10,320 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 1,101 5,240 SH   SOLE   5,240 0 0
UNION PAC CORP COM 907818108 2,210 20,288 SH   SOLE   20,288 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,494 13,450 SH   SOLE   13,450 0 0
VISA INC COM CL A 92826C839 3,248 34,634 SH   SOLE   34,634 0 0
VULCAN MATLS CO COM 929160109 7,168 56,580 SH   SOLE   56,580 0 0
WASTE CONNECTIONS INC COM 94106B101 3,824 59,370 SH   SOLE   59,370 0 0
WESTERN ALLIANCE BANCORP COM 957638109 7,649 155,460 SH   SOLE   155,460 0 0