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 |
ACTIVISION BLIZZARD INC COM | COM | 00507V109 | 287 | 6,300 | SH | | SOLE | | 6,300 | 0 | 0 |
ADOBE SYSTEMS INC (DE) | COM | 00724F101 | 560 | 2,100 | SH | | SOLE | | 2,100 | 0 | 0 |
ADVANCED AUTO PTS INC | COM | 00751Y106 | 2,609 | 15,300 | SH | | SOLE | | 15,300 | 0 | 0 |
AGREE REALTY CORP | COM | 008492100 | 16,830 | 242,717 | SH | | SOLE | | 242,717 | 0 | 0 |
AKAMAI TECHNOLOGIES INC | COM | 00971T101 | 1,606 | 22,400 | SH | | SOLE | | 22,400 | 0 | 0 |
ALPHABET INC CAP STK CL C | COM | 02079K107 | 1,617 | 1,378 | SH | | SOLE | | 1,378 | 0 | 0 |
AMAZON.COM INC COM | COM | 023135106 | 935 | 525 | SH | | SOLE | | 525 | 0 | 0 |
AMBARELLA INC | COM | G037AX101 | 13,727 | 317,746 | SH | | SOLE | | 317,746 | 0 | 0 |
AMERICAN HOMES 4 RENT CL A | COM | 02665T306 | 543 | 23,900 | SH | | SOLE | | 23,900 | 0 | 0 |
AMERICAN TOWER CORP CL A | COM | 03027X100 | 911 | 4,625 | SH | | SOLE | | 4,625 | 0 | 0 |
AMERICAN WOODMARK CORP | COM | 030506109 | 21,410 | 259,112 | SH | | SOLE | | 259,112 | 0 | 0 |
AMN HEALTHCARE SERVICES INC | COM | 001744101 | 25,525 | 542,048 | SH | | SOLE | | 542,048 | 0 | 0 |
ANALOG DEVICES INC COM | COM | 032654105 | 1,590 | 15,100 | SH | | SOLE | | 15,100 | 0 | 0 |
ANGIODYNAMICS INC | COM | 03475V101 | 16,105 | 704,499 | SH | | SOLE | | 704,499 | 0 | 0 |
ANIXTER INTERNATIONAL INC | COM | 035290105 | 15,046 | 268,143 | SH | | SOLE | | 268,143 | 0 | 0 |
APERGY CORP COM | COM | 03755L104 | 891 | 21,700 | SH | | SOLE | | 21,700 | 0 | 0 |
APPLE INC | COM | 037833100 | 1,929 | 10,155 | SH | | SOLE | | 10,155 | 0 | 0 |
ARGO GROUP INTERNATIONAL | COM | G0464B107 | 21,340 | 302,005 | SH | | SOLE | | 302,005 | 0 | 0 |
AT HOME GROUP INC | COM | 04650Y100 | 639 | 35,800 | SH | | SOLE | | 35,800 | 0 | 0 |
ATMOS ENERGY CORP COM | COM | 049560105 | 1,225 | 11,900 | SH | | SOLE | | 11,900 | 0 | 0 |
AUTODESK INC COM | COM | 052769106 | 2,696 | 17,300 | SH | | SOLE | | 17,300 | 0 | 0 |
BALCHEM CORP | COM | 057665200 | 20,762 | 223,726 | SH | | SOLE | | 223,726 | 0 | 0 |
BARNES GROUP INC | COM | 067806109 | 18,727 | 364,269 | SH | | SOLE | | 364,269 | 0 | 0 |
BAXTER INTL INC COM | COM | 071813109 | 667 | 8,200 | SH | | SOLE | | 8,200 | 0 | 0 |
BENCHMARK ELECTRONICS INC | COM | 08160H101 | 15,500 | 590,490 | SH | | SOLE | | 590,490 | 0 | 0 |
BERRY PLASTICS GROUP INC COM | COM | 08579W103 | 291 | 5,400 | SH | | SOLE | | 5,400 | 0 | 0 |
BIG LOTS INC | COM | 089302103 | 16,990 | 446,878 | SH | | SOLE | | 446,878 | 0 | 0 |
BIO TECHNE CORP | COM | 09073M104 | 1,489 | 7,500 | SH | | SOLE | | 7,500 | 0 | 0 |
BIOGEN IDEC INC COM | COM | 09062X103 | 369 | 1,560 | SH | | SOLE | | 1,560 | 0 | 0 |
BLACKROCK INC | COM | 09247X101 | 432 | 1,010 | SH | | SOLE | | 1,010 | 0 | 0 |
BOOKING HOLDINGS INC | COM | 09857L108 | 523 | 300 | SH | | SOLE | | 300 | 0 | 0 |
BOSTON SCIENTIFIC CORP COM | COM | 101137107 | 553 | 14,400 | SH | | SOLE | | 14,400 | 0 | 0 |
BROADCOM INC | COM | 11135F101 | 692 | 2,300 | SH | | SOLE | | 2,300 | 0 | 0 |
BROADRIDGE FINL SOLUTIONS INC | COM | 11133T103 | 957 | 9,225 | SH | | SOLE | | 9,225 | 0 | 0 |
CABOT MICROELECTRONICS CORP | COM | 12709P103 | 258 | 2,300 | SH | | SOLE | | 2,300 | 0 | 0 |
CACI INTERNATIONAL INC -CL A | COM | 127190304 | 30,829 | 169,372 | SH | | SOLE | | 169,372 | 0 | 0 |
CALAMP CORP | COM | 128126109 | 11,951 | 949,971 | SH | | SOLE | | 949,971 | 0 | 0 |
CALLON PETROLEUM CO | COM | 13123X102 | 15,840 | 2,098,046 | SH | | SOLE | | 2,098,046 | 0 | 0 |
CAMBREX CORP | COM | 132011107 | 13,953 | 359,150 | SH | | SOLE | | 359,150 | 0 | 0 |
CAROLINA FINANCIAL CORP | COM | 143873107 | 18,086 | 522,860 | SH | | SOLE | | 522,860 | 0 | 0 |
CARPENTER TECHNOLOGY | COM | 144285103 | 16,320 | 355,948 | SH | | SOLE | | 355,948 | 0 | 0 |
CARRIZO OIL & GAS INC | COM | 144577103 | 13,454 | 1,078,899 | SH | | SOLE | | 1,078,899 | 0 | 0 |
CARTER INC COM | COM | 146229109 | 1,129 | 11,200 | SH | | SOLE | | 11,200 | 0 | 0 |
CBRE GROUP INC CL A | COM | 12504L109 | 1,325 | 26,800 | SH | | SOLE | | 26,800 | 0 | 0 |
CDK GLOBAL INC | COM | 12508E101 | 1,229 | 20,900 | SH | | SOLE | | 20,900 | 0 | 0 |
CDW CORP | COM | 12514G108 | 1,908 | 19,800 | SH | | SOLE | | 19,800 | 0 | 0 |
CENTENE CORP | COM | 15135B101 | 1,216 | 22,900 | SH | | SOLE | | 22,900 | 0 | 0 |
CENTERSTATE BANK CORP | COM | 15201P109 | 245 | 10,300 | SH | | SOLE | | 10,300 | 0 | 0 |
CHUBB LIMITED | COM | H1467J104 | 553 | 3,950 | SH | | SOLE | | 3,950 | 0 | 0 |
CHURCH & DWIGHT CO INC | COM | 171340102 | 2,977 | 41,800 | SH | | SOLE | | 41,800 | 0 | 0 |
CIGNA CORP NEW COMM | COM | 125523100 | 515 | 3,200 | SH | | SOLE | | 3,200 | 0 | 0 |
CINTAS CORP COM | COM | 172908105 | 2,142 | 10,600 | SH | | SOLE | | 10,600 | 0 | 0 |
CISCO SYS INC | COM | 17275R102 | 1,057 | 19,580 | SH | | SOLE | | 19,580 | 0 | 0 |
CITRIX SYSTEMS INC | COM | 177376100 | 1,943 | 19,500 | SH | | SOLE | | 19,500 | 0 | 0 |
CME GROUP INC COM | COM | 12572Q105 | 543 | 3,300 | SH | | SOLE | | 3,300 | 0 | 0 |
COLUMBIA BANKING SYSTEM INC | COM | 197236102 | 12,359 | 378,072 | SH | | SOLE | | 378,072 | 0 | 0 |
COMCAST CORP CL A | COM | 20030N101 | 955 | 23,875 | SH | | SOLE | | 23,875 | 0 | 0 |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 402 | 18,500 | SH | | SOLE | | 18,500 | 0 | 0 |
CONCHO RESOURCES INC | COM | 20605P101 | 777 | 7,000 | SH | | SOLE | | 7,000 | 0 | 0 |
CONSTELLATION BRANDS INC CL A | COM | 21036P108 | 438 | 2,500 | SH | | SOLE | | 2,500 | 0 | 0 |
COOPER COS INC | COM | 216648402 | 1,777 | 6,000 | SH | | SOLE | | 6,000 | 0 | 0 |
COSTCO WHSL CORP NEW COM | COM | 22160K105 | 714 | 2,950 | SH | | SOLE | | 2,950 | 0 | 0 |
CRANE CO COM | COM | 224399105 | 1,532 | 18,100 | SH | | SOLE | | 18,100 | 0 | 0 |
CTS CORP | COM | 126501105 | 12,990 | 442,294 | SH | | SOLE | | 442,294 | 0 | 0 |
D R HORTON INC | COM | 23331A109 | 832 | 20,100 | SH | | SOLE | | 20,100 | 0 | 0 |
DAVE & BUSTER'S ENTERTAINMENT | COM | 238337109 | 12,544 | 251,535 | SH | | SOLE | | 251,535 | 0 | 0 |
DENTSPLY SIRONA INC | COM | 24906P109 | 1,567 | 31,600 | SH | | SOLE | | 31,600 | 0 | 0 |
DIAMONDBACK ENERGY INC COM | COM | 25278X109 | 294 | 2,900 | SH | | SOLE | | 2,900 | 0 | 0 |
DIGITAL RLTY TR INC COM | COM | 253868103 | 1,418 | 11,915 | SH | | SOLE | | 11,915 | 0 | 0 |
DOLLAR GENERAL CORP | COM | 256677105 | 2,971 | 24,900 | SH | | SOLE | | 24,900 | 0 | 0 |
DORMAN PRODUCTS INC | COM | 258278100 | 22,364 | 253,877 | SH | | SOLE | | 253,877 | 0 | 0 |
DOVER CORP | COM | 260003108 | 1,566 | 16,700 | SH | | SOLE | | 16,700 | 0 | 0 |
DXC TECHNOLOGY CO COM | COM | 23355L106 | 434 | 6,750 | SH | | SOLE | | 6,750 | 0 | 0 |
E TRADE FINANCIAL CORP COM NEW | COM | 269246401 | 683 | 14,700 | SH | | SOLE | | 14,700 | 0 | 0 |
EASTERLY GOVERNMENT PROPERTIES | COM | 27616P103 | 24,152 | 1,341,045 | SH | | SOLE | | 1,341,045 | 0 | 0 |
EDWARDS LIFESCIENCES CORP COM | COM | 28176E108 | 3,922 | 20,500 | SH | | SOLE | | 20,500 | 0 | 0 |
ELEMENT SOLUTIONS INC | COM | 28618M106 | 1,583 | 156,700 | SH | | SOLE | | 156,700 | 0 | 0 |
EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 6,406 | 126,809 | SH | | SOLE | | 126,809 | 0 | 0 |
ENERSYS | COM | 29275Y102 | 599 | 9,200 | SH | | SOLE | | 9,200 | 0 | 0 |
EOG RESOURCES INC | COM | 26875P101 | 430 | 4,520 | SH | | SOLE | | 4,520 | 0 | 0 |
EXLSERVICE HOLDINGS INC | COM | 302081104 | 22,032 | 367,073 | SH | | SOLE | | 367,073 | 0 | 0 |
EXPEDIA INC | COM | 30212P303 | 1,083 | 9,100 | SH | | SOLE | | 9,100 | 0 | 0 |
EXXON MOBIL CORP | COM | 30231G102 | 751 | 9,300 | SH | | SOLE | | 9,300 | 0 | 0 |
FACEBOOK INC-A | COM | 30303M102 | 925 | 5,550 | SH | | SOLE | | 5,550 | 0 | 0 |
FACTSET RESEARCH SYSTEMS INC | COM | 303075105 | 1,837 | 7,400 | SH | | SOLE | | 7,400 | 0 | 0 |
FEDEX CORP | COM | 31428X106 | 454 | 2,500 | SH | | SOLE | | 2,500 | 0 | 0 |
FIRST AMERN FINL CORP COM | COM | 31847R102 | 1,313 | 25,500 | SH | | SOLE | | 25,500 | 0 | 0 |
FIRST DATA CORP | COM | 32008D106 | 1,093 | 41,600 | SH | | SOLE | | 41,600 | 0 | 0 |
FIRST INDUSTRIAL REALTY TRUST | COM | 32054K103 | 435 | 12,300 | SH | | SOLE | | 12,300 | 0 | 0 |
FISERV INC | COM | 337738108 | 2,737 | 31,000 | SH | | SOLE | | 31,000 | 0 | 0 |
FIVE BELOW | COM | 33829M101 | 1,864 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
FLEETCOR TECHNOLOGIES INC COM | COM | 339041105 | 3,068 | 12,440 | SH | | SOLE | | 12,440 | 0 | 0 |
FMC CORP | COM | 302491303 | 1,744 | 22,700 | SH | | SOLE | | 22,700 | 0 | 0 |
FORTINET INC | COM | 34959E109 | 1,831 | 21,800 | SH | | SOLE | | 21,800 | 0 | 0 |
FORTUNE BRANDS HOME & SEC INC | COM | 34964C106 | 309 | 6,500 | SH | | SOLE | | 6,500 | 0 | 0 |
FORWARD AIR CORP | COM | 349853101 | 28,248 | 436,404 | SH | | SOLE | | 436,404 | 0 | 0 |
FRANKLIN ELECTRIC CO INC | COM | 353514102 | 22,418 | 438,795 | SH | | SOLE | | 438,795 | 0 | 0 |
GRAND CANYON ED INC | COM | 38526M106 | 1,134 | 9,900 | SH | | SOLE | | 9,900 | 0 | 0 |
GRANITE CONSTRUCTION INC | COM | 387328107 | 19,534 | 452,702 | SH | | SOLE | | 452,702 | 0 | 0 |
GREAT WESTERN BANCORP INC | COM | 391416104 | 13,744 | 435,077 | SH | | SOLE | | 435,077 | 0 | 0 |
HARRIS CORP DEL COM | COM | 413875105 | 2,396 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
HOME DEPOT INC COM | COM | 437076102 | 844 | 4,400 | SH | | SOLE | | 4,400 | 0 | 0 |
HUMANA INC COM | COM | 444859102 | 452 | 1,700 | SH | | SOLE | | 1,700 | 0 | 0 |
HUNTINGTON BANCSHARES INC COM | COM | 446150104 | 241 | 19,000 | SH | | SOLE | | 19,000 | 0 | 0 |
IAC/INTERACTIVECORP | COM | 44919P508 | 2,290 | 10,900 | SH | | SOLE | | 10,900 | 0 | 0 |
IDACORP INC | COM | 451107106 | 28,086 | 282,161 | SH | | SOLE | | 282,161 | 0 | 0 |
INCYTE CORP | COM | 45337C102 | 1,772 | 20,600 | SH | | SOLE | | 20,600 | 0 | 0 |
INGREDION INC COM | COM | 457187102 | 455 | 4,800 | SH | | SOLE | | 4,800 | 0 | 0 |
INPHI CORP | COM | 45772F107 | 1,824 | 41,700 | SH | | SOLE | | 41,700 | 0 | 0 |
INSULET CORP | COM | 45784P101 | 1,190 | 12,510 | SH | | SOLE | | 12,510 | 0 | 0 |
INTEGRA LIFESCIENCES HOLDINGS | COM | 457985208 | 28,352 | 508,838 | SH | | SOLE | | 508,838 | 0 | 0 |
INTERCEPT PHARMACEUTICALS, INC | COM | 45845P108 | 1,499 | 13,400 | SH | | SOLE | | 13,400 | 0 | 0 |
ITT INC | COM | 45073V108 | 1,462 | 25,200 | SH | | SOLE | | 25,200 | 0 | 0 |
JACK HENRY & ASSOCIATES INC | COM | 426281101 | 1,221 | 8,800 | SH | | SOLE | | 8,800 | 0 | 0 |
JPMORGAN CHASE & CO | COM | 46625H100 | 1,091 | 10,775 | SH | | SOLE | | 10,775 | 0 | 0 |
KAR AUCTION SERVICES INC | COM | 48238T109 | 477 | 9,300 | SH | | SOLE | | 9,300 | 0 | 0 |
KEYCORP NEW COM | COM | 493267108 | 882 | 56,000 | SH | | SOLE | | 56,000 | 0 | 0 |
KFORCE INC | COM | 493732101 | 18,556 | 528,362 | SH | | SOLE | | 528,362 | 0 | 0 |
L3 TECHNOLOGIES INC | COM | 502413107 | 1,734 | 8,400 | SH | | SOLE | | 8,400 | 0 | 0 |
LA-Z-BOY INC | COM | 505336107 | 13,567 | 411,237 | SH | | SOLE | | 411,237 | 0 | 0 |
LABORATORY CORP AMER HLDGS COM | COM | 50540R409 | 321 | 2,100 | SH | | SOLE | | 2,100 | 0 | 0 |
LAM RESH CORP COM | COM | 512807108 | 2,023 | 11,300 | SH | | SOLE | | 11,300 | 0 | 0 |
LAMB WESTON HLDGS INC | COM | 513272104 | 2,134 | 28,470 | SH | | SOLE | | 28,470 | 0 | 0 |
LHC GROUP INC | COM | 50187A107 | 32,006 | 288,705 | SH | | SOLE | | 288,705 | 0 | 0 |
LILLY ELI & CO COM | COM | 532457108 | 843 | 6,500 | SH | | SOLE | | 6,500 | 0 | 0 |
LITTELFUSE INC | COM | 537008104 | 17,872 | 97,938 | SH | | SOLE | | 97,938 | 0 | 0 |
LIVENT CORP | COM | 53814L108 | 261 | 21,231 | SH | | SOLE | | 21,231 | 0 | 0 |
LTC PROPERTIES INC | COM | 502175102 | 20,455 | 446,616 | SH | | SOLE | | 446,616 | 0 | 0 |
LULULEMON ATHLETICA INC COM | COM | 550021109 | 1,822 | 11,120 | SH | | SOLE | | 11,120 | 0 | 0 |
LYDALL INC | COM | 550819106 | 8,844 | 376,974 | SH | | SOLE | | 376,974 | 0 | 0 |
MADISON SQUARE GARDEN CO CL A | COM | 55825T103 | 1,085 | 3,700 | SH | | SOLE | | 3,700 | 0 | 0 |
MANULIFE FINL CORP COM | COM | 56501R106 | 345 | 20,400 | SH | | SOLE | | 20,400 | 0 | 0 |
MARCUS & MILLICHAP INC | COM | 566324109 | 27,135 | 666,217 | SH | | SOLE | | 666,217 | 0 | 0 |
MARTIN MARIETTA MATERIALS | COM | 573284106 | 1,559 | 7,750 | SH | | SOLE | | 7,750 | 0 | 0 |
MASIMO CORP | COM | 574795100 | 9,894 | 71,548 | SH | | SOLE | | 71,548 | 0 | 0 |
MASTEC INC | COM | 576323109 | 1,799 | 37,400 | SH | | SOLE | | 37,400 | 0 | 0 |
MASTERCARD INC CL A | COM | 57636Q104 | 789 | 3,350 | SH | | SOLE | | 3,350 | 0 | 0 |
MATADOR RESOURCES CO | COM | 576485205 | 18,180 | 940,485 | SH | | SOLE | | 940,485 | 0 | 0 |
MERCANTILE BANK CORP | COM | 587376104 | 12,855 | 392,865 | SH | | SOLE | | 392,865 | 0 | 0 |
METHODE ELECTRONICS INC | COM | 591520200 | 14,692 | 510,498 | SH | | SOLE | | 510,498 | 0 | 0 |
MICROCHIP TECHNOLOGY INC COM | COM | 595017104 | 1,933 | 23,300 | SH | | SOLE | | 23,300 | 0 | 0 |
MICROSOFT CORP | COM | 594918104 | 2,084 | 17,670 | SH | | SOLE | | 17,670 | 0 | 0 |
MSG NETWORK INC CL A | COM | 553573106 | 14,548 | 668,866 | SH | | SOLE | | 668,866 | 0 | 0 |
MTS SYSTEMS CORP | COM | 553777103 | 24,366 | 447,405 | SH | | SOLE | | 447,405 | 0 | 0 |
NASDAQ STOCK MARKET INC | COM | 631103108 | 1,673 | 19,120 | SH | | SOLE | | 19,120 | 0 | 0 |
NAVIGANT CONSULTING INC | COM | 63935N107 | 16,652 | 855,258 | SH | | SOLE | | 855,258 | 0 | 0 |
NEXSTAR MEDIA GROUP INC | COM | 65336K103 | 34,403 | 317,456 | SH | | SOLE | | 317,456 | 0 | 0 |
NEXTERA ENERGY INC COM | COM | 65339F101 | 735 | 3,800 | SH | | SOLE | | 3,800 | 0 | 0 |
NIKE INC CL B | COM | 654106103 | 564 | 6,700 | SH | | SOLE | | 6,700 | 0 | 0 |
NORTHERN TR CORP COM | COM | 665859104 | 1,593 | 17,625 | SH | | SOLE | | 17,625 | 0 | 0 |
O'REILLY AUTOMOTIVE INC NEW CO | COM | 67103H107 | 2,753 | 7,090 | SH | | SOLE | | 7,090 | 0 | 0 |
OCCIDENTAL PETE CORP COM | COM | 674599105 | 361 | 5,450 | SH | | SOLE | | 5,450 | 0 | 0 |
OLD DOMINION FREIGHT LINE | COM | 679580100 | 1,429 | 9,900 | SH | | SOLE | | 9,900 | 0 | 0 |
OLD NATIONAL BANCORP | COM | 680033107 | 19,851 | 1,210,399 | SH | | SOLE | | 1,210,399 | 0 | 0 |
OMNICELL INC | COM | 68213N109 | 26,694 | 330,204 | SH | | SOLE | | 330,204 | 0 | 0 |
ONEMAIN HOLDINGS INC | COM | 68268W103 | 854 | 26,900 | SH | | SOLE | | 26,900 | 0 | 0 |
OSHKOSH CORP COM | COM | 688239201 | 1,009 | 13,425 | SH | | SOLE | | 13,425 | 0 | 0 |
PAYCHEX INC COM | COM | 704326107 | 2,526 | 31,500 | SH | | SOLE | | 31,500 | 0 | 0 |
PC CONNECTION INC | COM | 69318J100 | 14,413 | 393,036 | SH | | SOLE | | 393,036 | 0 | 0 |
PERKINELMER INC | COM | 714046109 | 1,462 | 15,175 | SH | | SOLE | | 15,175 | 0 | 0 |
PHILLIPS 66 | COM | 718546104 | 343 | 3,600 | SH | | SOLE | | 3,600 | 0 | 0 |
POST HLDGS INC COM | COM | 737446104 | 1,783 | 16,300 | SH | | SOLE | | 16,300 | 0 | 0 |
PURE STORAGE INC CL A | COM | 74624M102 | 1,185 | 54,400 | SH | | SOLE | | 54,400 | 0 | 0 |
QUANTA SVCS INC COM | COM | 74762E102 | 2,211 | 58,575 | SH | | SOLE | | 58,575 | 0 | 0 |
RAYTHEON CO COM NEW | COM | 755111507 | 483 | 2,650 | SH | | SOLE | | 2,650 | 0 | 0 |
RESTAURANT BRANDS INTL INC | COM | 76131D103 | 1,725 | 26,500 | SH | | SOLE | | 26,500 | 0 | 0 |
ROPER INDUSTRIES INC | COM | 776696106 | 2,551 | 7,460 | SH | | SOLE | | 7,460 | 0 | 0 |
ROSS STORES INC COM | COM | 778296103 | 2,570 | 27,600 | SH | | SOLE | | 27,600 | 0 | 0 |
ROYAL CARIBBEAN CRUISES LTD | COM | V7780T103 | 464 | 4,050 | SH | | SOLE | | 4,050 | 0 | 0 |
Sarepta Therapeutics Inc | COM | 803607100 | 1,585 | 13,300 | SH | | SOLE | | 13,300 | 0 | 0 |
SCHLUMBERGER LTD | COM | 806857108 | 269 | 6,175 | SH | | SOLE | | 6,175 | 0 | 0 |
SEATTLE GENETICS INC | COM | 812578102 | 1,355 | 18,500 | SH | | SOLE | | 18,500 | 0 | 0 |
SELECTIVE INSURANCE GROUP | COM | 816300107 | 33,730 | 533,025 | SH | | SOLE | | 533,025 | 0 | 0 |
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 20,919 | 308,587 | SH | | SOLE | | 308,587 | 0 | 0 |
SERVICENOW INC COM | COM | 81762P102 | 3,697 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
SILICON MOTION TECHNOLOGY-ADR | COM | 82706C108 | 13,401 | 338,071 | SH | | SOLE | | 338,071 | 0 | 0 |
SOUTH ST CORP COM | COM | 840441109 | 22,222 | 325,175 | SH | | SOLE | | 325,175 | 0 | 0 |
SOUTHWEST AIRLS CO COM | COM | 844741108 | 488 | 9,400 | SH | | SOLE | | 9,400 | 0 | 0 |
SOUTHWEST GAS CORP COM | COM | 844895102 | 378 | 4,600 | SH | | SOLE | | 4,600 | 0 | 0 |
SPIRIT AEROSYSTEMS HOLD CL A | COM | 848574109 | 815 | 8,900 | SH | | SOLE | | 8,900 | 0 | 0 |
SPLUNK INC | COM | 848637104 | 1,956 | 15,700 | SH | | SOLE | | 15,700 | 0 | 0 |
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 2,681 | 42,100 | SH | | SOLE | | 42,100 | 0 | 0 |
STANDARD MOTOR PRODS | COM | 853666105 | 18,097 | 368,583 | SH | | SOLE | | 368,583 | 0 | 0 |
STIFEL FINANCIAL CORP | COM | 860630102 | 26,467 | 501,657 | SH | | SOLE | | 501,657 | 0 | 0 |
STURM RUGER & CO INC | COM | 864159108 | 11,024 | 207,923 | SH | | SOLE | | 207,923 | 0 | 0 |
SUN CMNTYS INC COM | COM | 866674104 | 1,858 | 15,680 | SH | | SOLE | | 15,680 | 0 | 0 |
SYKES ENTERPRISES INC | COM | 871237103 | 17,638 | 623,692 | SH | | SOLE | | 623,692 | 0 | 0 |
TELEFLEX INC | COM | 879369106 | 2,309 | 7,640 | SH | | SOLE | | 7,640 | 0 | 0 |
TETRA TECH INC | COM | 88162G103 | 23,766 | 398,822 | SH | | SOLE | | 398,822 | 0 | 0 |
THERMO FISHER CORP COM | COM | 883556102 | 903 | 3,300 | SH | | SOLE | | 3,300 | 0 | 0 |
TIMKEN CO COM | COM | 887389104 | 393 | 9,000 | SH | | SOLE | | 9,000 | 0 | 0 |
TWILIO INC CL A | COM | 90138F102 | 2,842 | 22,000 | SH | | SOLE | | 22,000 | 0 | 0 |
TWITTER INC COM | COM | 90184L102 | 1,739 | 52,900 | SH | | SOLE | | 52,900 | 0 | 0 |
ULTA SALON COSMETICS & | COM | 90384S303 | 2,333 | 6,690 | SH | | SOLE | | 6,690 | 0 | 0 |
UMB FINANCIAL CORP | COM | 902788108 | 11,927 | 186,246 | SH | | SOLE | | 186,246 | 0 | 0 |
UNION BANKSHARES CORP | COM | 90539J109 | 24,602 | 760,954 | SH | | SOLE | | 760,954 | 0 | 0 |
UNITED BANKSHARES INC | COM | 909907107 | 27,490 | 758,556 | SH | | SOLE | | 758,556 | 0 | 0 |
UNITIL CORP | COM | 913259107 | 10,709 | 197,690 | SH | | SOLE | | 197,690 | 0 | 0 |
US BANCORP DEL | COM | 902973304 | 419 | 8,700 | SH | | SOLE | | 8,700 | 0 | 0 |
VAREX IMAGING CORP | COM | 92214X106 | 13,025 | 384,437 | SH | | SOLE | | 384,437 | 0 | 0 |
VERIZON COMMUNICATIONS INC COM | COM | 92343V104 | 1,035 | 17,510 | SH | | SOLE | | 17,510 | 0 | 0 |
WASTE MANAGEMENT INC COM | COM | 94106L109 | 748 | 7,200 | SH | | SOLE | | 7,200 | 0 | 0 |
WELLS FARGO & CO NEW COM | COM | 949746101 | 541 | 11,200 | SH | | SOLE | | 11,200 | 0 | 0 |
XPO LOGISTICS INC | COM | 983793100 | 306 | 5,700 | SH | | SOLE | | 5,700 | 0 | 0 |
YUM CHINA HLDGS INC | COM | 98850P109 | 1,226 | 27,300 | SH | | SOLE | | 27,300 | 0 | 0 |
ZEBRA TECHNOLOGIES CORP CL A | COM | 989207105 | 2,556 | 12,200 | SH | | SOLE | | 12,200 | 0 | 0 |
ZOETIS INC CL A | COM | 98978V103 | 574 | 5,700 | SH | | SOLE | | 5,700 | 0 | 0 |