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 646 4,330 SH   SOLE   4,330 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,348 9,610 SH   SOLE   9,610 0 0
ALPHABET INC CAP STK CL A 02079K305 3,365 3,456 SH   SOLE   3,456 0 0
AMAZON COM INC COM 023135106 2,576 2,680 SH   SOLE   2,680 0 0
AMEDISYS INC COM 023436108 2,086 37,270 SH   SOLE   37,270 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,088 15,280 SH   SOLE   15,280 0 0
AMERICAN WTR WKS CO INC NEW COM 030420103 5,177 63,990 SH   SOLE   63,990 0 0
AMETEK INC NEW COM 031100100 1,159 17,550 SH   SOLE   17,550 0 0
ANADARKO PETE CORP COM 032511107 665 13,610 SH   SOLE   13,610 0 0
APOGEE ENTERPRISES INC COM 037598109 1,959 40,600 SH   SOLE   40,600 0 0
APPLE INC COM 037833100 3,517 22,820 SH   SOLE   22,820 0 0
AXALTA COATING SYS LTD COM G0750C108 4,955 171,350 SH   SOLE   171,350 0 0
BANK OF THE OZARKS COM 063904106 4,782 99,530 SH   SOLE   99,530 0 0
BLACKROCK INC COM 09247X101 2,387 5,340 SH   SOLE   5,340 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,012 34,690 SH   SOLE   34,690 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 3,482 185,200 SH   SOLE   185,200 0 0
BRUNSWICK CORP COM 117043109 2,758 49,280 SH   SOLE   49,280 0 0
BURLINGTON STORES INC COM 122017106 2,902 30,400 SH   SOLE   30,400 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,902 73,520 SH   SOLE   73,520 0 0
CELGENE CORP COM 151020104 1,467 10,060 SH   SOLE   10,060 0 0
CHURCH & DWIGHT INC COM 171340102 868 17,916 SH   SOLE   17,916 0 0
CIMAREX ENERGY CO COM 171798101 659 5,800 SH   SOLE   5,800 0 0
CINTAS CORP COM 172908105 2,711 18,790 SH   SOLE   18,790 0 0
CME GROUP INC COM CL A 12572Q105 1,128 8,310 SH   SOLE   8,310 0 0
COMCAST CORP NEW CL A 20030N101 1,007 26,180 SH   SOLE   26,180 0 0
COMFORT SYS USA INC COM 199908104 3,754 105,160 SH   SOLE   105,160 0 0
CONCHO RES INC COM 20605P101 1,586 12,040 SH   SOLE   12,040 0 0
CONSTELLATION BRANDS INC CL A 21036P108 2,313 11,600 SH   SOLE   11,600 0 0
CONTINENTAL RESOURCES INC COM 212015101 1,035 26,810 SH   SOLE   26,810 0 0
COOPER COS INC COM NEW 216648402 1,532 6,460 SH   SOLE   6,460 0 0
COSTAR GROUP INC COM 22160N109 4,335 16,160 SH   SOLE   16,160 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,274 7,755 SH   SOLE   7,755 0 0
COUPA SOFTWARE INC COM 22266L106 2,718 87,260 SH   SOLE   87,260 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 985 20,420 SH   SOLE   20,420 0 0
DENTSPLY SIRONA INC COM 24906P109 1,193 19,940 SH   SOLE   19,940 0 0
DEVON ENERGY CORP NEW COM 25179M103 900 24,520 SH   SOLE   24,520 0 0
DIAMONDBACK ENERGY INC COM 25278X109 3,315 33,840 SH   SOLE   33,840 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,536 104,010 SH   SOLE   104,010 0 0
EAGLE MATERIALS INC COM 26969P108 4,731 44,340 SH   SOLE   44,340 0 0
EAST WEST BANCORP INC COM 27579R104 4,242 70,950 SH   SOLE   70,950 0 0
EDISON INTL COM 281020107 739 9,580 SH   SOLE   9,580 0 0
ELBIT SYS LTD ORD M3760D101 11,780 80,090 SH   SOLE   62,730 0 17,360
EOG RES INC COM 26875P101 886 9,160 SH   SOLE   9,160 0 0
EQUINIX INC COM PAR $0.001 29444U700 6,038 13,530 SH   SOLE   13,530 0 0
EURONET WORLDWIDE INC COM 298736109 3,852 40,640 SH   SOLE   40,640 0 0
EVERCORE INC CLASS A 29977A105 5,466 68,110 SH   SOLE   68,110 0 0
EXPEDIA INC DEL COM NEW 30212P303 366 2,540 SH   SOLE   2,540 0 0
FACEBOOK INC CL A 30303M102 2,418 14,150 SH   SOLE   14,150 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 5,417 51,860 SH   SOLE   51,860 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 4,293 27,740 SH   SOLE   27,740 0 0
FORTINET INC COM 34959E109 4,070 113,580 SH   SOLE   113,580 0 0
FORTIVE CORP COM 34959J108 2,692 38,030 SH   SOLE   38,030 0 0
GARTNER INC COM 366651107 2,559 20,570 SH   SOLE   20,570 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 2,320 9,780 SH   SOLE   9,780 0 0
GRANITE CONSTR INC COM 387328107 1,923 33,180 SH   SOLE   33,180 0 0
HOLOGIC INC COM 436440101 3,609 98,350 SH   SOLE   98,350 0 0
HOME DEPOT INC COM 437076102 2,095 12,810 SH   SOLE   12,810 0 0
HUBSPOT INC COM 443573100 3,458 41,140 SH   SOLE   41,140 0 0
HUDSON PAC PPTYS INC COM 444097109 3,535 105,420 SH   SOLE   105,420 0 0
INGERSOLL-RAND PLC SHS G47791101 769 8,620 SH   SOLE   8,620 0 0
INSULET CORP COM 45784P101 4,910 89,140 SH   SOLE   89,140 0 0
INTEL CORP COM 458140100 1,770 46,490 SH   SOLE   46,490 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,337 34,010 SH   SOLE   34,010 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,216 63,440 SH   SOLE   63,440 0 0
ISHARES TR MSCI INDIA SM CP 46429B614 2,422 53,000 SH   SOLE   53,000 0 0
JETBLUE AIRWAYS CORP COM 477143101 3,264 176,130 SH   SOLE   176,130 0 0
JPMORGAN CHASE & CO COM 46625H100 3,382 35,410 SH   SOLE   35,410 0 0
K2M GROUP HLDGS INC COM 48273J107 2,027 95,570 SH   SOLE   95,570 0 0
KEYCORP NEW COM 493267108 1,232 65,480 SH   SOLE   65,480 0 0
LAM RESEARCH CORP COM 512807108 4,029 21,770 SH   SOLE   21,770 0 0
LENNOX INTL INC COM 526107107 3,548 19,820 SH   SOLE   19,820 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,091 93,950 SH   SOLE   93,950 0 0
LUMENTUM HLDGS INC COM 55024U109 2,227 40,970 SH   SOLE   40,970 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 4,455 248,840 SH   SOLE   248,840 0 0
MASONITE INTL CORP NEW COM 575385109 1,307 18,890 SH   SOLE   18,890 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,617 11,450 SH   SOLE   11,450 0 0
MATADOR RES CO COM 576485205 3,051 112,390 SH   SOLE   112,390 0 0
MDU RES GROUP INC COM 552690109 3,130 120,620 SH   SOLE   120,620 0 0
MERCURY SYS INC COM 589378108 5,539 106,770 SH   SOLE   106,770 0 0
MICROSOFT CORP COM 594918104 3,845 51,620 SH   SOLE   51,620 0 0
MIDDLEBY CORP COM 596278101 4,479 34,950 SH   SOLE   34,950 0 0
MOHAWK INDS INC COM 608190104 6,687 27,020 SH   SOLE   27,020 0 0
MONMOUTH REAL ESTATE INVT CO CL A 609720107 3,016 186,280 SH   SOLE   186,280 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 955 17,290 SH   SOLE   17,290 0 0
NATIONAL STORAGE AFFILIATES COM SHS BEN IN 637870106 2,714 111,980 SH   SOLE   111,980 0 0
NATUS MEDICAL INC DEL COM 639050103 2,481 66,150 SH   SOLE   66,150 0 0
NEWELL BRANDS INC COM 651229106 1,505 35,280 SH   SOLE   35,280 0 0
NEWFIELD EXPL CO COM 651290108 4,293 144,710 SH   SOLE   144,710 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,254 4,360 SH   SOLE   4,360 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 4,809 88,970 SH   SOLE   88,970 0 0
NUVASIVE INC COM 670704105 4,425 79,800 SH   SOLE   79,800 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 1,316 6,110 SH   SOLE   6,110 0 0
OLLIES BARGAIN OUTLT HLDGS I COM 681116109 1,690 36,420 SH   SOLE   36,420 0 0
ON ASSIGNMENT INC COM 682159108 3,517 65,510 SH   SOLE   65,510 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,884 156,160 SH   SOLE   156,160 0 0
OSHKOSH CORP COM 688239201 7,206 87,300 SH   SOLE   87,300 0 0
OSI SYSTEMS INC COM 671044105 3,360 36,770 SH   SOLE   36,770 0 0
PALO ALTO NETWORKS INC COM 697435105 3,006 20,860 SH   SOLE   20,860 0 0
PAPA JOHNS INTL INC COM 698813102 3,067 41,970 SH   SOLE   41,970 0 0
PARATEK PHARMACEUTICALS INC COM 699374302 1,981 78,920 SH   SOLE   78,920 0 0
PAYCOM SOFTWARE INC COM 70432V102 3,339 44,540 SH   SOLE   44,540 0 0
PERRIGO CO PLC SHS G97822103 4,090 48,320 SH   SOLE   48,320 0 0
PHYSICIANS RLTY TR COM 71943U104 2,580 145,530 SH   SOLE   145,530 0 0
PINNACLE FINL PARTNERS INC COM 72346Q104 3,115 46,520 SH   SOLE   46,520 0 0
PINNACLE FOODS INC DEL COM 72348P104 5,709 99,850 SH   SOLE   99,850 0 0
PRA HEALTH SCIENCES INC COM 69354M108 2,352 30,890 SH   SOLE   30,890 0 0
PROGRESSIVE CORP OHIO COM 743315103 5,521 114,040 SH   SOLE   114,040 0 0
PROLOGIS INC COM 74340W103 1,128 17,780 SH   SOLE   17,780 0 0
PROOFPOINT INC COM 743424103 1,976 22,660 SH   SOLE   22,660 0 0
QUANTA SVCS INC COM 74762E102 6,456 172,780 SH   SOLE   172,780 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 6,898 81,790 SH   SOLE   81,790 0 0
RAYTHEON CO COM NEW 755111507 1,980 10,610 SH   SOLE   10,610 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,654 3,700 SH   SOLE   3,700 0 0
RETAIL OPPORTUNITY INVTS COR COM 76131N101 2,513 132,200 SH   SOLE   132,200 0 0
RINGCENTRAL INC CL A 76680R206 5,922 141,840 SH   SOLE   141,840 0 0
SALESFORCE COM INC COM 79466L302 1,039 11,120 SH   SOLE   11,120 0 0
SCHLUMBERGER LTD COM 806857108 1,249 17,903 SH   SOLE   17,903 0 0
SHERWIN WILLIAMS CO COM 824348106 2,782 7,770 SH   SOLE   7,770 0 0
SHIRE PLC SPONSORED ADR 82481R106 1,688 11,020 SH   SOLE   11,020 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 2,971 23,200 SH   SOLE   23,200 0 0
SIGNET JEWELERS LIMITED SHS G81276100 2,590 38,910 SH   SOLE   38,910 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 3,950 38,760 SH   SOLE   38,760 0 0
SMITH A O COM 831865209 7,759 130,570 SH   SOLE   130,570 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 1,085 10,240 SH   SOLE   10,240 0 0
STARBUCKS CORP COM 855244109 1,424 26,520 SH   SOLE   26,520 0 0
STERICYCLE INC COM 858912108 785 10,960 SH   SOLE   10,960 0 0
TELEFLEX INC COM 879369106 7,596 31,390 SH   SOLE   31,390 0 0
TETRA TECH INC NEW COM 88162G103 5,303 113,920 SH   SOLE   113,920 0 0
THOR INDS INC COM 885160101 4,382 34,800 SH   SOLE   34,800 0 0
TOTAL SYS SVCS INC COM 891906109 6,361 97,110 SH   SOLE   97,110 0 0
TYLER TECHNOLOGIES INC COM 902252105 2,752 15,790 SH   SOLE   15,790 0 0
ULTA BEAUTY INC COM 90384S303 2,665 11,790 SH   SOLE   11,790 0 0
ULTIMATE SOFTWARE GROUP INC COM 90385D107 690 3,640 SH   SOLE   3,640 0 0
UNION PAC CORP COM 907818108 1,780 15,348 SH   SOLE   15,348 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,992 10,170 SH   SOLE   10,170 0 0
VISA INC COM CL A 92826C839 2,427 23,060 SH   SOLE   23,060 0 0
VULCAN MATLS CO COM 929160109 5,585 46,700 SH   SOLE   46,700 0 0
WASTE CONNECTIONS INC COM 94106B101 3,319 47,440 SH   SOLE   47,440 0 0
WESTERN ALLIANCE BANCORP COM 957638109 6,765 127,460 SH   SOLE   127,460 0 0