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 PAR $0.004 | 000360206 | 4,275 | 124,000 | SH | | SOLE | | 124,000 | 0 | 0 |
AARONS INC | COM PAR $0.50 | 002535300 | 942 | 21,600 | SH | | SOLE | | 21,600 | 0 | 0 |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 15,776 | 116,800 | SH | | SOLE | | 116,800 | 0 | 0 |
ACI WORLDWIDE INC | COM | 004498101 | 845 | 37,100 | SH | | SOLE | | 37,100 | 0 | 0 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 31,287 | 485,000 | SH | | SOLE | | 485,000 | 0 | 0 |
ACUITY BRANDS INC | COM | 00508Y102 | 11,990 | 70,000 | SH | | SOLE | | 70,000 | 0 | 0 |
ADOBE SYS INC | COM | 00724F101 | 8,354 | 56,000 | SH | | SOLE | | 56,000 | 0 | 0 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 1,210 | 12,200 | SH | | SOLE | | 12,200 | 0 | 0 |
ADVISORY BRD CO | COM | 00762W107 | 761 | 14,200 | SH | | SOLE | | 14,200 | 0 | 0 |
AIR PRODS & CHEMS INC | COM | 009158106 | 2,268 | 15,000 | SH | | SOLE | | 15,000 | 0 | 0 |
AKORN INC | COM | 009728106 | 2,622 | 79,000 | SH | | SOLE | | 79,000 | 0 | 0 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 54,292 | 387,000 | SH | | SOLE | | 387,000 | 0 | 0 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 17,444 | 101,000 | SH | | SOLE | | 101,000 | 0 | 0 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 559 | 3,000 | SH | | SOLE | | 3,000 | 0 | 0 |
ALLEGHANY CORP DEL | COM | 017175100 | 3,712 | 6,700 | SH | | SOLE | | 6,700 | 0 | 0 |
ALLERGAN PLC | SHS | G0177J108 | 4,975 | 24,272 | SH | | SOLE | | 24,272 | 0 | 0 |
ALPHABET INC | CAP STK CL A | 02079K305 | 22,396 | 23,000 | SH | | SOLE | | 23,000 | 0 | 0 |
AMAZON COM INC | COM | 023135106 | 18,170 | 18,900 | SH | | SOLE | | 18,900 | 0 | 0 |
AMERICAN FINL GROUP INC OHIO | COM | 025932104 | 362 | 3,500 | SH | | SOLE | | 3,500 | 0 | 0 |
AMERICAN TOWER CORP NEW | COM | 03027X100 | 15,294 | 111,900 | SH | | SOLE | | 111,900 | 0 | 0 |
AMETEK INC NEW | COM | 031100100 | 22,464 | 340,150 | SH | | SOLE | | 340,150 | 0 | 0 |
AMPHENOL CORP NEW | CL A | 032095101 | 24,757 | 292,500 | SH | | SOLE | | 292,500 | 0 | 0 |
ANADARKO PETE CORP | COM | 032511107 | 4,152 | 85,000 | SH | | SOLE | | 85,000 | 0 | 0 |
ANSYS INC | COM | 03662Q105 | 23,187 | 188,926 | SH | | SOLE | | 188,926 | 0 | 0 |
APPLE INC | COM | 037833100 | 5,240 | 34,000 | SH | | SOLE | | 34,000 | 0 | 0 |
APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 1,842 | 28,000 | SH | | SOLE | | 28,000 | 0 | 0 |
APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 517 | 8,000 | SH | | SOLE | | 8,000 | 0 | 0 |
APTARGROUP INC | COM | 038336103 | 13,594 | 157,500 | SH | | SOLE | | 157,500 | 0 | 0 |
ARCH CAP GROUP LTD | ORD | G0450A105 | 20,202 | 205,100 | SH | | SOLE | | 205,100 | 0 | 0 |
ARGAN INC | COM | 04010E109 | 2,757 | 41,000 | SH | | SOLE | | 41,000 | 0 | 0 |
ARISTA NETWORKS INC | COM | 040413106 | 531 | 2,800 | SH | | SOLE | | 2,800 | 0 | 0 |
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 1,747 | 28,600 | SH | | SOLE | | 28,600 | 0 | 0 |
AUTODESK INC | COM | 052769106 | 674 | 6,000 | SH | | SOLE | | 6,000 | 0 | 0 |
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 1,716 | 15,700 | SH | | SOLE | | 15,700 | 0 | 0 |
AUTOZONE INC | COM | 053332102 | 13,569 | 22,800 | SH | | SOLE | | 22,800 | 0 | 0 |
AZZ INC | COM | 002474104 | 5,542 | 113,800 | SH | | SOLE | | 113,800 | 0 | 0 |
B & G FOODS INC NEW | COM | 05508R106 | 1,510 | 47,400 | SH | | SOLE | | 47,400 | 0 | 0 |
BALCHEM CORP | COM | 057665200 | 1,032 | 12,700 | SH | | SOLE | | 12,700 | 0 | 0 |
BALL CORP | COM | 058498106 | 12,737 | 308,400 | SH | | SOLE | | 308,400 | 0 | 0 |
BANK AMER CORP | COM | 060505104 | 14,951 | 590,000 | SH | | SOLE | | 590,000 | 0 | 0 |
BARD C R INC | COM | 067383109 | 23,172 | 72,300 | SH | | SOLE | | 72,300 | 0 | 0 |
BECTON DICKINSON & CO | COM | 075887109 | 4,311 | 22,000 | SH | | SOLE | | 22,000 | 0 | 0 |
BERRY GLOBAL GROUP INC | COM | 08579W103 | 753 | 13,300 | SH | | SOLE | | 13,300 | 0 | 0 |
BIG LOTS INC | COM | 089302103 | 793 | 14,800 | SH | | SOLE | | 14,800 | 0 | 0 |
BIO RAD LABS INC | CL A | 090572207 | 978 | 4,400 | SH | | SOLE | | 4,400 | 0 | 0 |
BIOGEN INC | COM | 09062X103 | 9,863 | 31,500 | SH | | SOLE | | 31,500 | 0 | 0 |
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 9,772 | 105,000 | SH | | SOLE | | 105,000 | 0 | 0 |
BLACKBAUD INC | COM | 09227Q100 | 992 | 11,300 | SH | | SOLE | | 11,300 | 0 | 0 |
BLACKROCK INC | COM | 09247X101 | 3,130 | 7,000 | SH | | SOLE | | 7,000 | 0 | 0 |
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 10,678 | 320,000 | SH | | SOLE | | 320,000 | 0 | 0 |
BOB EVANS FARMS INC | COM | 096761101 | 938 | 12,100 | SH | | SOLE | | 12,100 | 0 | 0 |
BOSTON BEER INC | CL A | 100557107 | 3,436 | 22,000 | SH | | SOLE | | 22,000 | 0 | 0 |
BRINKS CO | COM | 109696104 | 632 | 7,500 | SH | | SOLE | | 7,500 | 0 | 0 |
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 9,460 | 151,486 | SH | | SOLE | | 151,486 | 0 | 0 |
BROADCOM LTD | SHS | Y09827109 | 11,884 | 49,000 | SH | | SOLE | | 49,000 | 0 | 0 |
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 331 | 4,100 | SH | | SOLE | | 4,100 | 0 | 0 |
BROWN FORMAN CORP | CL B | 115637209 | 2,313 | 42,600 | SH | | SOLE | | 42,600 | 0 | 0 |
BUFFALO WILD WINGS INC | COM | 119848109 | 3,277 | 31,000 | SH | | SOLE | | 31,000 | 0 | 0 |
BWX TECHNOLOGIES INC | COM | 05605H100 | 577 | 10,300 | SH | | SOLE | | 10,300 | 0 | 0 |
CACI INTL INC | CL A | 127190304 | 516 | 3,700 | SH | | SOLE | | 3,700 | 0 | 0 |
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 1,026 | 26,000 | SH | | SOLE | | 26,000 | 0 | 0 |
CAL MAINE FOODS INC | COM NEW | 128030202 | 518 | 12,600 | SH | | SOLE | | 12,600 | 0 | 0 |
CALAVO GROWERS INC | COM | 128246105 | 3,967 | 54,200 | SH | | SOLE | | 54,200 | 0 | 0 |
CANADIAN NATL RY CO | COM | 136375102 | 16,785 | 202,600 | SH | | SOLE | | 202,600 | 0 | 0 |
CANTEL MEDICAL CORP | COM | 138098108 | 3,757 | 39,900 | SH | | SOLE | | 39,900 | 0 | 0 |
CARLISLE COS INC | COM | 142339100 | 10,691 | 106,600 | SH | | SOLE | | 106,600 | 0 | 0 |
CASEYS GEN STORES INC | COM | 147528103 | 14,612 | 133,500 | SH | | SOLE | | 133,500 | 0 | 0 |
CAVCO INDS INC DEL | COM | 149568107 | 812 | 5,500 | SH | | SOLE | | 5,500 | 0 | 0 |
CELGENE CORP | COM | 151020104 | 25,956 | 178,000 | SH | | SOLE | | 178,000 | 0 | 0 |
CERNER CORP | COM | 156782104 | 8,216 | 115,200 | SH | | SOLE | | 115,200 | 0 | 0 |
CHEESECAKE FACTORY INC | COM | 163072101 | 2,060 | 48,900 | SH | | SOLE | | 48,900 | 0 | 0 |
CHEMED CORP NEW | COM | 16359R103 | 6,466 | 32,000 | SH | | SOLE | | 32,000 | 0 | 0 |
CHILDRENS PL INC | COM | 168905107 | 744 | 6,300 | SH | | SOLE | | 6,300 | 0 | 0 |
CHUBB LIMITED | COM | H1467J104 | 8,952 | 62,800 | SH | | SOLE | | 62,800 | 0 | 0 |
CHURCH & DWIGHT INC | COM | 171340102 | 21,996 | 454,000 | SH | | SOLE | | 454,000 | 0 | 0 |
CHURCHILL DOWNS INC | COM | 171484108 | 5,237 | 25,400 | SH | | SOLE | | 25,400 | 0 | 0 |
CINTAS CORP | COM | 172908105 | 1,573 | 10,900 | SH | | SOLE | | 10,900 | 0 | 0 |
CISCO SYS INC | COM | 17275R102 | 2,859 | 85,000 | SH | | SOLE | | 85,000 | 0 | 0 |
CITIGROUP INC | COM NEW | 172967424 | 6,910 | 95,000 | SH | | SOLE | | 95,000 | 0 | 0 |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 2,684 | 37,000 | SH | | SOLE | | 37,000 | 0 | 0 |
COHERENT INC | COM | 192479103 | 823 | 3,500 | SH | | SOLE | | 3,500 | 0 | 0 |
COMCAST CORP NEW | CL A | 20030N101 | 4,040 | 105,000 | SH | | SOLE | | 105,000 | 0 | 0 |
COMMVAULT SYSTEMS INC | COM | 204166102 | 1,587 | 26,100 | SH | | SOLE | | 26,100 | 0 | 0 |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 8,177 | 41,000 | SH | | SOLE | | 41,000 | 0 | 0 |
COOPER STD HLDGS INC | COM | 21676P103 | 823 | 7,100 | SH | | SOLE | | 7,100 | 0 | 0 |
CORE MARK HOLDING CO INC | COM | 218681104 | 2,089 | 65,000 | SH | | SOLE | | 65,000 | 0 | 0 |
COSTCO WHSL CORP NEW | COM | 22160K105 | 12,157 | 74,000 | SH | | SOLE | | 74,000 | 0 | 0 |
CROWN HOLDINGS INC | COM | 228368106 | 5,142 | 86,100 | SH | | SOLE | | 86,100 | 0 | 0 |
DANAHER CORP DEL | COM | 235851102 | 16,470 | 192,000 | SH | | SOLE | | 192,000 | 0 | 0 |
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 3,186 | 60,700 | SH | | SOLE | | 60,700 | 0 | 0 |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 2,797 | 58,000 | SH | | SOLE | | 58,000 | 0 | 0 |
DENTSPLY SIRONA INC | COM | 24906P109 | 5,897 | 98,600 | SH | | SOLE | | 98,600 | 0 | 0 |
DEXCOM INC | COM | 252131107 | 5,382 | 110,000 | SH | | SOLE | | 110,000 | 0 | 0 |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 7,249 | 74,000 | SH | | SOLE | | 74,000 | 0 | 0 |
DISNEY WALT CO | COM DISNEY | 254687106 | 6,308 | 64,000 | SH | | SOLE | | 64,000 | 0 | 0 |
DOLLAR TREE INC | COM | 256746108 | 5,470 | 63,000 | SH | | SOLE | | 63,000 | 0 | 0 |
DOMINOS PIZZA INC | COM | 25754A201 | 13,442 | 67,700 | SH | | SOLE | | 67,700 | 0 | 0 |
DORMAN PRODUCTS INC | COM | 258278100 | 394 | 5,500 | SH | | SOLE | | 5,500 | 0 | 0 |
DYCOM INDS INC | COM | 267475101 | 1,228 | 14,300 | SH | | SOLE | | 14,300 | 0 | 0 |
E L F BEAUTY INC | COM | 26856L103 | 2,819 | 125,000 | SH | | SOLE | | 125,000 | 0 | 0 |
E TRADE FINANCIAL CORP | COM NEW | 269246401 | 349 | 8,000 | SH | | SOLE | | 8,000 | 0 | 0 |
ECOLAB INC | COM | 278865100 | 19,394 | 150,800 | SH | | SOLE | | 150,800 | 0 | 0 |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 12,461 | 114,000 | SH | | SOLE | | 114,000 | 0 | 0 |
EL PASO ELEC CO | COM NEW | 283677854 | 2,088 | 37,800 | SH | | SOLE | | 37,800 | 0 | 0 |
ELLIE MAE INC | COM | 28849P100 | 411 | 5,000 | SH | | SOLE | | 5,000 | 0 | 0 |
EMCOR GROUP INC | COM | 29084Q100 | 264 | 3,800 | SH | | SOLE | | 3,800 | 0 | 0 |
ENBRIDGE INC | COM | 29250N105 | 699 | 16,700 | SH | | SOLE | | 16,700 | 0 | 0 |
ENERSYS | COM | 29275Y102 | 7,567 | 109,400 | SH | | SOLE | | 109,400 | 0 | 0 |
ENPRO INDS INC | COM | 29355X107 | 4,985 | 61,900 | SH | | SOLE | | 61,900 | 0 | 0 |
ENSTAR GROUP LIMITED | SHS | G3075P101 | 467 | 2,100 | SH | | SOLE | | 2,100 | 0 | 0 |
EPLUS INC | COM | 294268107 | 8,626 | 93,300 | SH | | SOLE | | 93,300 | 0 | 0 |
EQUIFAX INC | COM | 294429105 | 2,173 | 20,500 | SH | | SOLE | | 20,500 | 0 | 0 |
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 5,819 | 68,400 | SH | | SOLE | | 68,400 | 0 | 0 |
ESSEX PPTY TR INC | COM | 297178105 | 1,258 | 4,953 | SH | | SOLE | | 4,953 | 0 | 0 |
ESTERLINE TECHNOLOGIES CORP | COM | 297425100 | 5,589 | 62,000 | SH | | SOLE | | 62,000 | 0 | 0 |
EXACT SCIENCES CORP | COM | 30063P105 | 10,131 | 215,000 | SH | | SOLE | | 215,000 | 0 | 0 |
EXLSERVICE HOLDINGS INC | COM | 302081104 | 3,365 | 57,700 | SH | | SOLE | | 57,700 | 0 | 0 |
EXPEDIA INC DEL | COM NEW | 30212P303 | 3,023 | 21,000 | SH | | SOLE | | 21,000 | 0 | 0 |
EXPONENT INC | COM | 30214U102 | 392 | 5,300 | SH | | SOLE | | 5,300 | 0 | 0 |
F M C CORP | COM NEW | 302491303 | 11,396 | 127,600 | SH | | SOLE | | 127,600 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 28,535 | 167,000 | SH | | SOLE | | 167,000 | 0 | 0 |
FAIR ISAAC CORP | COM | 303250104 | 5,676 | 40,400 | SH | | SOLE | | 40,400 | 0 | 0 |
FIRST FINL BANKSHARES | COM | 32020R109 | 4,726 | 104,548 | SH | | SOLE | | 104,548 | 0 | 0 |
FISERV INC | COM | 337738108 | 24,373 | 189,000 | SH | | SOLE | | 189,000 | 0 | 0 |
FIVE BELOW INC | COM | 33829M101 | 340 | 6,200 | SH | | SOLE | | 6,200 | 0 | 0 |
FORTUNE BRANDS HOME & SEC IN | COM | 34964C106 | 1,788 | 26,600 | SH | | SOLE | | 26,600 | 0 | 0 |
FRANKLIN ELEC INC | COM | 353514102 | 632 | 14,100 | SH | | SOLE | | 14,100 | 0 | 0 |
GARTNER INC | COM | 366651107 | 4,280 | 34,400 | SH | | SOLE | | 34,400 | 0 | 0 |
GENERAL DYNAMICS CORP | COM | 369550108 | 14,000 | 68,100 | SH | | SOLE | | 68,100 | 0 | 0 |
GENERAL MLS INC | COM | 370334104 | 6,729 | 130,000 | SH | | SOLE | | 130,000 | 0 | 0 |
GRACO INC | COM | 384109104 | 532 | 4,300 | SH | | SOLE | | 4,300 | 0 | 0 |
GRANITE CONSTR INC | COM | 387328107 | 290 | 5,000 | SH | | SOLE | | 5,000 | 0 | 0 |
GREEN DOT CORP | CL A | 39304D102 | 1,631 | 32,900 | SH | | SOLE | | 32,900 | 0 | 0 |
GREENBRIER COS INC | COM | 393657101 | 221 | 4,600 | SH | | SOLE | | 4,600 | 0 | 0 |
GROUPE CGI INC | CL A SUB VTG | 39945C109 | 1,556 | 30,000 | SH | | SOLE | | 30,000 | 0 | 0 |
GRUBHUB INC | COM | 400110102 | 9,953 | 189,000 | SH | | SOLE | | 189,000 | 0 | 0 |
HDFC BANK LTD | ADR REPS 3 SHS | 40415F101 | 7,276 | 75,500 | SH | | SOLE | | 75,500 | 0 | 0 |
HEALTHCARE SVCS GRP INC | COM | 421906108 | 11,647 | 215,800 | SH | | SOLE | | 215,800 | 0 | 0 |
HEICO CORP NEW | COM | 422806109 | 24,368 | 271,331 | SH | | SOLE | | 271,331 | 0 | 0 |
HELEN OF TROY CORP LTD | COM | G4388N106 | 2,548 | 26,300 | SH | | SOLE | | 26,300 | 0 | 0 |
HENRY JACK & ASSOC INC | COM | 426281101 | 7,853 | 76,400 | SH | | SOLE | | 76,400 | 0 | 0 |
HOME DEPOT INC | COM | 437076102 | 3,925 | 24,000 | SH | | SOLE | | 24,000 | 0 | 0 |
HORMEL FOODS CORP | COM | 440452100 | 11,056 | 344,000 | SH | | SOLE | | 344,000 | 0 | 0 |
HUNT J B TRANS SVCS INC | COM | 445658107 | 6,287 | 56,600 | SH | | SOLE | | 56,600 | 0 | 0 |
ICU MED INC | COM | 44930G107 | 5,854 | 31,500 | SH | | SOLE | | 31,500 | 0 | 0 |
IDEX CORP | COM | 45167R104 | 10,173 | 83,750 | SH | | SOLE | | 83,750 | 0 | 0 |
IDEXX LABS INC | COM | 45168D104 | 36,913 | 237,400 | SH | | SOLE | | 237,400 | 0 | 0 |
IHS MARKIT LTD | SHS | G47567105 | 8,466 | 192,054 | SH | | SOLE | | 192,054 | 0 | 0 |
II VI INC | COM | 902104108 | 432 | 10,500 | SH | | SOLE | | 10,500 | 0 | 0 |
ILG INC | COM | 44967H101 | 962 | 36,000 | SH | | SOLE | | 36,000 | 0 | 0 |
ILLUMINA INC | COM | 452327109 | 8,147 | 40,900 | SH | | SOLE | | 40,900 | 0 | 0 |
INGREDION INC | COM | 457187102 | 4,198 | 34,800 | SH | | SOLE | | 34,800 | 0 | 0 |
INSIGHT ENTERPRISES INC | COM | 45765U103 | 519 | 11,300 | SH | | SOLE | | 11,300 | 0 | 0 |
INSPERITY INC | COM | 45778Q107 | 801 | 9,100 | SH | | SOLE | | 9,100 | 0 | 0 |
INSULET CORP | COM | 45784P101 | 1,091 | 19,800 | SH | | SOLE | | 19,800 | 0 | 0 |
INTEL CORP | COM | 458140100 | 3,046 | 80,000 | SH | | SOLE | | 80,000 | 0 | 0 |
INTERCEPT PHARMACEUTICALS IN | COM | 45845P108 | 3,831 | 66,000 | SH | | SOLE | | 66,000 | 0 | 0 |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 824 | 12,000 | SH | | SOLE | | 12,000 | 0 | 0 |
INTUIT | COM | 461202103 | 6,226 | 43,800 | SH | | SOLE | | 43,800 | 0 | 0 |
INVESCO LTD | SHS | G491BT108 | 3,574 | 102,000 | SH | | SOLE | | 102,000 | 0 | 0 |
IPG PHOTONICS CORP | COM | 44980X109 | 278 | 1,500 | SH | | SOLE | | 1,500 | 0 | 0 |
ITRON INC | COM | 465741106 | 720 | 9,300 | SH | | SOLE | | 9,300 | 0 | 0 |
J & J SNACK FOODS CORP | COM | 466032109 | 12,815 | 97,600 | SH | | SOLE | | 97,600 | 0 | 0 |
J2 GLOBAL INC | COM | 48123V102 | 4,743 | 64,200 | SH | | SOLE | | 64,200 | 0 | 0 |
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 14,040 | 96,000 | SH | | SOLE | | 96,000 | 0 | 0 |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 1,324 | 13,100 | SH | | SOLE | | 13,100 | 0 | 0 |
JPMORGAN CHASE & CO | COM | 46625H100 | 6,877 | 72,000 | SH | | SOLE | | 72,000 | 0 | 0 |
KADANT INC | COM | 48282T104 | 641 | 6,500 | SH | | SOLE | | 6,500 | 0 | 0 |
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 1,713 | 25,000 | SH | | SOLE | | 25,000 | 0 | 0 |
LANCASTER COLONY CORP | COM | 513847103 | 1,273 | 10,600 | SH | | SOLE | | 10,600 | 0 | 0 |
LANDSTAR SYS INC | COM | 515098101 | 3,368 | 33,800 | SH | | SOLE | | 33,800 | 0 | 0 |
LAUDER ESTEE COS INC | CL A | 518439104 | 6,147 | 57,000 | SH | | SOLE | | 57,000 | 0 | 0 |
LCI INDS | COM | 50189K103 | 3,974 | 34,300 | SH | | SOLE | | 34,300 | 0 | 0 |
LENDINGTREE INC NEW | COM | 52603B107 | 6,600 | 27,000 | SH | | SOLE | | 27,000 | 0 | 0 |
LENNOX INTL INC | COM | 526107107 | 14,461 | 80,800 | SH | | SOLE | | 80,800 | 0 | 0 |
LIBERTY ALL STAR EQUITY FD | SH BEN INT | 530158104 | 89 | 14,800 | SH | | SOLE | | 14,800 | 0 | 0 |
LINCOLN ELEC HLDGS INC | COM | 533900106 | 10,096 | 110,119 | SH | | SOLE | | 110,119 | 0 | 0 |
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 4,415 | 132,000 | SH | | SOLE | | 132,000 | 0 | 0 |
LITTELFUSE INC | COM | 537008104 | 1,528 | 7,800 | SH | | SOLE | | 7,800 | 0 | 0 |
LKQ CORP | COM | 501889208 | 12,525 | 348,000 | SH | | SOLE | | 348,000 | 0 | 0 |
LYDALL INC DEL | COM | 550819106 | 894 | 15,600 | SH | | SOLE | | 15,600 | 0 | 0 |
MARKETAXESS HLDGS INC | COM | 57060D108 | 443 | 2,400 | SH | | SOLE | | 2,400 | 0 | 0 |
MARRIOTT VACATIONS WRLDWDE C | COM | 57164Y107 | 2,964 | 23,800 | SH | | SOLE | | 23,800 | 0 | 0 |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 19,980 | 141,500 | SH | | SOLE | | 141,500 | 0 | 0 |
MAXIMUS INC | COM | 577933104 | 3,502 | 54,300 | SH | | SOLE | | 54,300 | 0 | 0 |
MCCORMICK & CO INC | COM NON VTG | 579780206 | 4,937 | 48,100 | SH | | SOLE | | 48,100 | 0 | 0 |
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 8,118 | 104,000 | SH | | SOLE | | 104,000 | 0 | 0 |
MEDTRONIC PLC | SHS | G5960L103 | 2,644 | 34,000 | SH | | SOLE | | 34,000 | 0 | 0 |
MERCURY SYS INC | COM | 589378108 | 1,390 | 26,800 | SH | | SOLE | | 26,800 | 0 | 0 |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 36,693 | 58,600 | SH | | SOLE | | 58,600 | 0 | 0 |
MIDDLEBY CORP | COM | 596278101 | 18,187 | 141,900 | SH | | SOLE | | 141,900 | 0 | 0 |
MONRO INC | COM | 610236101 | 5,039 | 89,900 | SH | | SOLE | | 89,900 | 0 | 0 |
MONSTER BEVERAGE CORP NEW | COM | 61174X109 | 7,403 | 134,000 | SH | | SOLE | | 134,000 | 0 | 0 |
MUELLER INDS INC | COM | 624756102 | 804 | 23,000 | SH | | SOLE | | 23,000 | 0 | 0 |
NEOGEN CORP | COM | 640491106 | 2,270 | 29,300 | SH | | SOLE | | 29,300 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 11,425 | 63,000 | SH | | SOLE | | 63,000 | 0 | 0 |
NEUBERGER BERMAN RE ES SEC F | COM | 64190A103 | 70 | 12,500 | SH | | SOLE | | 12,500 | 0 | 0 |
NEVRO CORP | COM | 64157F103 | 10,124 | 111,400 | SH | | SOLE | | 111,400 | 0 | 0 |
NEW JERSEY RES | COM | 646025106 | 2,327 | 55,200 | SH | | SOLE | | 55,200 | 0 | 0 |
NEW RELIC INC | COM | 64829B100 | 667 | 13,400 | SH | | SOLE | | 13,400 | 0 | 0 |
NEWMARKET CORP | COM | 651587107 | 7,749 | 18,200 | SH | | SOLE | | 18,200 | 0 | 0 |
NIKE INC | CL B | 654106103 | 6,429 | 124,000 | SH | | SOLE | | 124,000 | 0 | 0 |
NORDSON CORP | COM | 655663102 | 3,057 | 25,800 | SH | | SOLE | | 25,800 | 0 | 0 |
NORTHROP GRUMMAN CORP | COM | 666807102 | 14,070 | 48,900 | SH | | SOLE | | 48,900 | 0 | 0 |
NORTHWEST NAT GAS CO | COM | 667655104 | 1,533 | 23,800 | SH | | SOLE | | 23,800 | 0 | 0 |
NORTHWESTERN CORP | COM NEW | 668074305 | 888 | 15,600 | SH | | SOLE | | 15,600 | 0 | 0 |
NOVO-NORDISK A S | ADR | 670100205 | 8,643 | 179,500 | SH | | SOLE | | 179,500 | 0 | 0 |
NUTRI SYS INC NEW | COM | 67069D108 | 525 | 9,400 | SH | | SOLE | | 9,400 | 0 | 0 |
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 13,784 | 64,000 | SH | | SOLE | | 64,000 | 0 | 0 |
OPEN TEXT CORP | COM | 683715106 | 7,039 | 218,000 | SH | | SOLE | | 218,000 | 0 | 0 |
PACKAGING CORP AMER | COM | 695156109 | 2,351 | 20,500 | SH | | SOLE | | 20,500 | 0 | 0 |
PAREXEL INTL CORP | COM | 699462107 | 6,646 | 75,450 | SH | | SOLE | | 75,450 | 0 | 0 |
PAYCOM SOFTWARE INC | COM | 70432V102 | 1,222 | 16,300 | SH | | SOLE | | 16,300 | 0 | 0 |
PAYPAL HLDGS INC | COM | 70450Y103 | 12,934 | 202,000 | SH | | SOLE | | 202,000 | 0 | 0 |
PEPSICO INC | COM | 713448108 | 7,020 | 63,000 | SH | | SOLE | | 63,000 | 0 | 0 |
PFIZER INC | COM | 717081103 | 3,570 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
PIONEER NAT RES CO | COM | 723787107 | 7,082 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
PLANET FITNESS INC | CL A | 72703H101 | 464 | 17,200 | SH | | SOLE | | 17,200 | 0 | 0 |
POLYONE CORP | COM | 73179P106 | 805 | 20,100 | SH | | SOLE | | 20,100 | 0 | 0 |
POOL CORPORATION | COM | 73278L105 | 9,627 | 89,000 | SH | | SOLE | | 89,000 | 0 | 0 |
PRA GROUP INC | COM | 69354N106 | 281 | 9,800 | SH | | SOLE | | 9,800 | 0 | 0 |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 1,158 | 15,200 | SH | | SOLE | | 15,200 | 0 | 0 |
PRICELINE GRP INC | COM NEW | 741503403 | 4,211 | 2,300 | SH | | SOLE | | 2,300 | 0 | 0 |
PRIMERICA INC | COM | 74164M108 | 1,484 | 18,200 | SH | | SOLE | | 18,200 | 0 | 0 |
PROASSURANCE CORP | COM | 74267C106 | 3,202 | 58,600 | SH | | SOLE | | 58,600 | 0 | 0 |
PROOFPOINT INC | COM | 743424103 | 4,256 | 48,800 | SH | | SOLE | | 48,800 | 0 | 0 |
PROSPERITY BANCSHARES INC | COM | 743606105 | 2,491 | 37,900 | SH | | SOLE | | 37,900 | 0 | 0 |
QUALYS INC | COM | 74758T303 | 202 | 3,900 | SH | | SOLE | | 3,900 | 0 | 0 |
RBC BEARINGS INC | COM | 75524B104 | 6,570 | 52,500 | SH | | SOLE | | 52,500 | 0 | 0 |
RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 6,743 | 49,900 | SH | | SOLE | | 49,900 | 0 | 0 |
REPUBLIC SVCS INC | COM | 760759100 | 5,959 | 90,200 | SH | | SOLE | | 90,200 | 0 | 0 |
RLI CORP | COM | 749607107 | 8,702 | 151,700 | SH | | SOLE | | 151,700 | 0 | 0 |
ROGERS CORP | COM | 775133101 | 320 | 2,400 | SH | | SOLE | | 2,400 | 0 | 0 |
ROLLINS INC | COM | 775711104 | 33,567 | 727,500 | SH | | SOLE | | 727,500 | 0 | 0 |
ROPER TECHNOLOGIES INC | COM | 776696106 | 28,405 | 116,700 | SH | | SOLE | | 116,700 | 0 | 0 |
RUSH ENTERPRISES INC | CL A | 781846209 | 1,879 | 40,600 | SH | | SOLE | | 40,600 | 0 | 0 |
SALESFORCE COM INC | COM | 79466L302 | 26,251 | 281,000 | SH | | SOLE | | 281,000 | 0 | 0 |
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 9,695 | 67,300 | SH | | SOLE | | 67,300 | 0 | 0 |
SCHEIN HENRY INC | COM | 806407102 | 21,006 | 256,200 | SH | | SOLE | | 256,200 | 0 | 0 |
SCHLUMBERGER LTD | COM | 806857108 | 4,046 | 58,000 | SH | | SOLE | | 58,000 | 0 | 0 |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 8,398 | 192,000 | SH | | SOLE | | 192,000 | 0 | 0 |
SCIENCE APPLICATNS INTL CP N | COM | 808625107 | 2,788 | 41,700 | SH | | SOLE | | 41,700 | 0 | 0 |
SCIENTIFIC GAMES CORP | CL A | 80874P109 | 458 | 10,000 | SH | | SOLE | | 10,000 | 0 | 0 |
SCOTTS MIRACLE GRO CO | CL A | 810186106 | 8,858 | 91,000 | SH | | SOLE | | 91,000 | 0 | 0 |
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 4,484 | 58,300 | SH | | SOLE | | 58,300 | 0 | 0 |
SERVICENOW INC | COM | 81762P102 | 12,106 | 103,000 | SH | | SOLE | | 103,000 | 0 | 0 |
SIGNATURE BK NEW YORK N Y | COM | 82669G104 | 1,293 | 10,100 | SH | | SOLE | | 10,100 | 0 | 0 |
SILGAN HOLDINGS INC | COM | 827048109 | 5,080 | 172,600 | SH | | SOLE | | 172,600 | 0 | 0 |
SIX FLAGS ENTMT CORP NEW | COM | 83001A102 | 2,194 | 36,000 | SH | | SOLE | | 36,000 | 0 | 0 |
SMITH A O | COM | 831865209 | 1,224 | 20,600 | SH | | SOLE | | 20,600 | 0 | 0 |
SNAP ON INC | COM | 833034101 | 11,921 | 80,000 | SH | | SOLE | | 80,000 | 0 | 0 |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 257 | 9,000 | SH | | SOLE | | 9,000 | 0 | 0 |
SOUTH JERSEY INDS INC | COM | 838518108 | 6,920 | 200,400 | SH | | SOLE | | 200,400 | 0 | 0 |
SOUTHWEST GAS HOLDINGS INC | COM | 844895102 | 3,229 | 41,600 | SH | | SOLE | | 41,600 | 0 | 0 |
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 1,377 | 13,000 | SH | | SOLE | | 13,000 | 0 | 0 |
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 466 | 6,000 | SH | | SOLE | | 6,000 | 0 | 0 |
STAMPS COM INC | COM NEW | 852857200 | 5,836 | 28,800 | SH | | SOLE | | 28,800 | 0 | 0 |
STARBUCKS CORP | COM | 855244109 | 7,305 | 136,000 | SH | | SOLE | | 136,000 | 0 | 0 |
STERICYCLE INC | COM | 858912108 | 9,934 | 138,700 | SH | | SOLE | | 138,700 | 0 | 0 |
STIFEL FINL CORP | COM | 860630102 | 6,688 | 125,100 | SH | | SOLE | | 125,100 | 0 | 0 |
SYNNEX CORP | COM | 87162W100 | 7,186 | 56,800 | SH | | SOLE | | 56,800 | 0 | 0 |
TECH DATA CORP | COM | 878237106 | 2,026 | 22,800 | SH | | SOLE | | 22,800 | 0 | 0 |
TELADOC INC | COM | 87918A105 | 564 | 17,000 | SH | | SOLE | | 17,000 | 0 | 0 |
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 36,882 | 231,700 | SH | | SOLE | | 231,700 | 0 | 0 |
TELEFLEX INC | COM | 879369106 | 895 | 3,700 | SH | | SOLE | | 3,700 | 0 | 0 |
TERADATA CORP DEL | COM | 88076W103 | 203 | 6,000 | SH | | SOLE | | 6,000 | 0 | 0 |
TESARO INC | COM | 881569107 | 8,069 | 62,500 | SH | | SOLE | | 62,500 | 0 | 0 |
TESLA INC | COM | 88160R101 | 6,481 | 19,000 | SH | | SOLE | | 19,000 | 0 | 0 |
TEXAS ROADHOUSE INC | COM | 882681109 | 1,297 | 26,400 | SH | | SOLE | | 26,400 | 0 | 0 |
THE TRADE DESK INC | COM CL A | 88339J105 | 554 | 9,000 | SH | | SOLE | | 9,000 | 0 | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 7,436 | 39,300 | SH | | SOLE | | 39,300 | 0 | 0 |
TIVITY HEALTH INC | COM | 88870R102 | 1,195 | 29,300 | SH | | SOLE | | 29,300 | 0 | 0 |
TJX COS INC NEW | COM | 872540109 | 34,137 | 463,000 | SH | | SOLE | | 463,000 | 0 | 0 |
TOLL BROTHERS INC | COM | 889478103 | 3,069 | 74,000 | SH | | SOLE | | 74,000 | 0 | 0 |
TORCHMARK CORP | COM | 891027104 | 1,914 | 23,900 | SH | | SOLE | | 23,900 | 0 | 0 |
TORO CO | COM | 891092108 | 39,656 | 639,000 | SH | | SOLE | | 639,000 | 0 | 0 |
TRANSDIGM GROUP INC | COM | 893641100 | 11,197 | 43,800 | SH | | SOLE | | 43,800 | 0 | 0 |
TREX CO INC | COM | 89531P105 | 1,441 | 16,000 | SH | | SOLE | | 16,000 | 0 | 0 |
TRIMBLE INC | COM | 896239100 | 275 | 7,000 | SH | | SOLE | | 7,000 | 0 | 0 |
TRINET GROUP INC | COM | 896288107 | 447 | 13,300 | SH | | SOLE | | 13,300 | 0 | 0 |
TYLER TECHNOLOGIES INC | COM | 902252105 | 18,540 | 106,358 | SH | | SOLE | | 106,358 | 0 | 0 |
U S CONCRETE INC | COM NEW | 90333L201 | 2,022 | 26,500 | SH | | SOLE | | 26,500 | 0 | 0 |
U S PHYSICAL THERAPY INC | COM | 90337L108 | 2,562 | 41,700 | SH | | SOLE | | 41,700 | 0 | 0 |
ULTA BEAUTY INC | COM | 90384S303 | 8,364 | 37,000 | SH | | SOLE | | 37,000 | 0 | 0 |
ULTIMATE SOFTWARE GROUP INC | COM | 90385D107 | 21,956 | 115,800 | SH | | SOLE | | 115,800 | 0 | 0 |
UNION PAC CORP | COM | 907818108 | 4,152 | 35,800 | SH | | SOLE | | 35,800 | 0 | 0 |
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 1,287 | 11,600 | SH | | SOLE | | 11,600 | 0 | 0 |
URBAN OUTFITTERS INC | COM | 917047102 | 5,903 | 247,000 | SH | | SOLE | | 247,000 | 0 | 0 |
VAIL RESORTS INC | COM | 91879Q109 | 6,387 | 28,000 | SH | | SOLE | | 28,000 | 0 | 0 |
VALIDUS HOLDINGS LTD | COM SHS | G9319H102 | 1,993 | 40,500 | SH | | SOLE | | 40,500 | 0 | 0 |
VALMONT INDS INC | COM | 920253101 | 2,182 | 13,800 | SH | | SOLE | | 13,800 | 0 | 0 |
VEEVA SYS INC | CL A COM | 922475108 | 395 | 7,000 | SH | | SOLE | | 7,000 | 0 | 0 |
VERINT SYS INC | COM | 92343X100 | 1,151 | 27,500 | SH | | SOLE | | 27,500 | 0 | 0 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 19,005 | 125,000 | SH | | SOLE | | 125,000 | 0 | 0 |
VISA INC | COM CL A | 92826C839 | 20,522 | 195,000 | SH | | SOLE | | 195,000 | 0 | 0 |
WABTEC CORP | COM | 929740108 | 2,121 | 28,000 | SH | | SOLE | | 28,000 | 0 | 0 |
WALKER & DUNLOP INC | COM | 93148P102 | 617 | 11,800 | SH | | SOLE | | 11,800 | 0 | 0 |
WASTE CONNECTIONS INC | COM | 94106B101 | 46,588 | 665,925 | SH | | SOLE | | 665,925 | 0 | 0 |
WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 491 | 7,100 | SH | | SOLE | | 7,100 | 0 | 0 |
WEX INC | COM | 96208T104 | 9,920 | 88,400 | SH | | SOLE | | 88,400 | 0 | 0 |
WIX COM LTD | SHS | M98068105 | 740 | 10,300 | SH | | SOLE | | 10,300 | 0 | 0 |
WOLVERINE WORLD WIDE INC | COM | 978097103 | 1,751 | 60,700 | SH | | SOLE | | 60,700 | 0 | 0 |
WOODWARD INC | COM | 980745103 | 7,916 | 102,000 | SH | | SOLE | | 102,000 | 0 | 0 |
WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 1,376 | 53,200 | SH | | SOLE | | 53,200 | 0 | 0 |
XPO LOGISTICS INC | COM | 983793100 | 1,627 | 24,000 | SH | | SOLE | | 24,000 | 0 | 0 |
ZENDESK INC | COM | 98936J101 | 9,944 | 341,600 | SH | | SOLE | | 341,600 | 0 | 0 |
ZOETIS INC | CL A | 98978V103 | 3,188 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |