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 | 5,435 | 118,300 | SH | | SOLE | | 118,300 | 0 | 0 |
ABM INDS INC | COM | 000957100 | 1,199 | 33,000 | SH | | SOLE | | 33,000 | 0 | 0 |
ACACIA COMMUNICATIONS INC | COM | 00401C108 | 4,329 | 66,200 | SH | | SOLE | | 66,200 | 0 | 0 |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 36,989 | 192,300 | SH | | SOLE | | 192,300 | 0 | 0 |
ACI WORLDWIDE INC | COM | 004498101 | 2,484 | 79,300 | SH | | SOLE | | 79,300 | 0 | 0 |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 19,845 | 375,000 | SH | | SOLE | | 375,000 | 0 | 0 |
ADOBE INC | COM | 00724F101 | 18,619 | 67,400 | SH | | SOLE | | 67,400 | 0 | 0 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 2,018 | 12,200 | SH | | SOLE | | 12,200 | 0 | 0 |
AIR PRODS & CHEMS INC | COM | 009158106 | 1,553 | 7,000 | SH | | SOLE | | 7,000 | 0 | 0 |
ALARM COM HLDGS INC | COM | 011642105 | 1,707 | 36,600 | SH | | SOLE | | 36,600 | 0 | 0 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 26,659 | 272,200 | SH | | SOLE | | 272,200 | 0 | 0 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 16,221 | 97,000 | SH | | SOLE | | 97,000 | 0 | 0 |
ALLEGHANY CORP DEL | COM | 017175100 | 5,345 | 6,700 | SH | | SOLE | | 6,700 | 0 | 0 |
ALPHABET INC | CAP STK CL A | 02079K305 | 24,423 | 20,000 | SH | | SOLE | | 20,000 | 0 | 0 |
AMAZON COM INC | COM | 023135106 | 36,454 | 21,000 | SH | | SOLE | | 21,000 | 0 | 0 |
AMERICAN FINL GROUP INC OHIO | COM | 025932104 | 15,282 | 141,700 | SH | | SOLE | | 141,700 | 0 | 0 |
AMERICAN TOWER CORP NEW | COM | 03027X100 | 22,423 | 101,400 | SH | | SOLE | | 101,400 | 0 | 0 |
AMERICAN WOODMARK CORPORATIO | COM | 030506109 | 747 | 8,400 | SH | | SOLE | | 8,400 | 0 | 0 |
AMETEK INC NEW | COM | 031100100 | 30,792 | 335,350 | SH | | SOLE | | 335,350 | 0 | 0 |
AMPHENOL CORP NEW | CL A | 032095101 | 18,875 | 195,600 | SH | | SOLE | | 195,600 | 0 | 0 |
ANAPLAN INC | COM | 03272L108 | 2,345 | 49,900 | SH | | SOLE | | 49,900 | 0 | 0 |
ANSYS INC | COM | 03662Q105 | 51,356 | 232,000 | SH | | SOLE | | 232,000 | 0 | 0 |
AON PLC | SHS CL A | G0408V102 | 7,665 | 39,600 | SH | | SOLE | | 39,600 | 0 | 0 |
APPLE INC | COM | 037833100 | 7,615 | 34,000 | SH | | SOLE | | 34,000 | 0 | 0 |
APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | 1,323 | 23,300 | SH | | SOLE | | 23,300 | 0 | 0 |
APTARGROUP INC | COM | 038336103 | 22,411 | 189,200 | SH | | SOLE | | 189,200 | 0 | 0 |
ARCH CAP GROUP LTD | ORD | G0450A105 | 23,735 | 565,400 | SH | | SOLE | | 565,400 | 0 | 0 |
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 2,210 | 21,600 | SH | | SOLE | | 21,600 | 0 | 0 |
ASGN INC | COM | 00191U102 | 893 | 14,200 | SH | | SOLE | | 14,200 | 0 | 0 |
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 21,437 | 132,800 | SH | | SOLE | | 132,800 | 0 | 0 |
AUTOZONE INC | COM | 053332102 | 21,150 | 19,500 | SH | | SOLE | | 19,500 | 0 | 0 |
AVANOS MED INC | COM | 05350V106 | 656 | 17,500 | SH | | SOLE | | 17,500 | 0 | 0 |
AZZ INC | COM | 002474104 | 3,027 | 69,500 | SH | | SOLE | | 69,500 | 0 | 0 |
B & G FOODS INC NEW | COM | 05508R106 | 596 | 31,500 | SH | | SOLE | | 31,500 | 0 | 0 |
BALCHEM CORP | COM | 057665200 | 2,242 | 22,600 | SH | | SOLE | | 22,600 | 0 | 0 |
BALL CORP | COM | 058498106 | 33,318 | 457,600 | SH | | SOLE | | 457,600 | 0 | 0 |
BANK AMER CORP | COM | 060505104 | 4,521 | 155,000 | SH | | SOLE | | 155,000 | 0 | 0 |
BECTON DICKINSON & CO | COM | 075887109 | 7,773 | 30,730 | SH | | SOLE | | 30,730 | 0 | 0 |
BERKLEY W R CORP | COM | 084423102 | 6,140 | 85,000 | SH | | SOLE | | 85,000 | 0 | 0 |
BIO RAD LABS INC | CL A | 090572207 | 4,525 | 13,600 | SH | | SOLE | | 13,600 | 0 | 0 |
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 9,178 | 220,000 | SH | | SOLE | | 220,000 | 0 | 0 |
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 13,480 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
BLACKBAUD INC | COM | 09227Q100 | 1,427 | 15,800 | SH | | SOLE | | 15,800 | 0 | 0 |
BLACKROCK INC | COM | 09247X101 | 3,119 | 7,000 | SH | | SOLE | | 7,000 | 0 | 0 |
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 7,814 | 160,000 | SH | | SOLE | | 160,000 | 0 | 0 |
BOOKING HLDGS INC | COM | 09857L108 | 4,318 | 2,200 | SH | | SOLE | | 2,200 | 0 | 0 |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 4,462 | 88,000 | SH | | SOLE | | 88,000 | 0 | 0 |
BROADCOM INC | COM | 11135F101 | 13,417 | 48,600 | SH | | SOLE | | 48,600 | 0 | 0 |
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 5,686 | 45,700 | SH | | SOLE | | 45,700 | 0 | 0 |
BROOKS AUTOMATION INC | COM | 114340102 | 463 | 12,500 | SH | | SOLE | | 12,500 | 0 | 0 |
CABOT MICROELECTRONICS CORP | COM | 12709P103 | 446 | 3,160 | SH | | SOLE | | 3,160 | 0 | 0 |
CACI INTL INC | CL A | 127190304 | 1,226 | 5,300 | SH | | SOLE | | 5,300 | 0 | 0 |
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 23,828 | 360,600 | SH | | SOLE | | 360,600 | 0 | 0 |
CALAVO GROWERS INC | COM | 128246105 | 5,311 | 55,800 | SH | | SOLE | | 55,800 | 0 | 0 |
CANADIAN NATL RY CO | COM | 136375102 | 16,651 | 185,300 | SH | | SOLE | | 185,300 | 0 | 0 |
CANTEL MEDICAL CORP | COM | 138098108 | 1,982 | 26,500 | SH | | SOLE | | 26,500 | 0 | 0 |
CARLISLE COS INC | COM | 142339100 | 15,427 | 106,000 | SH | | SOLE | | 106,000 | 0 | 0 |
CASEYS GEN STORES INC | COM | 147528103 | 4,754 | 29,500 | SH | | SOLE | | 29,500 | 0 | 0 |
CAVCO INDS INC DEL | COM | 149568107 | 3,823 | 19,900 | SH | | SOLE | | 19,900 | 0 | 0 |
CGI INC | CL A SUB VTG | 12532H104 | 9,869 | 124,700 | SH | | SOLE | | 124,700 | 0 | 0 |
CHEESECAKE FACTORY INC | COM | 163072101 | 1,663 | 39,900 | SH | | SOLE | | 39,900 | 0 | 0 |
CHEMED CORP NEW | COM | 16359R103 | 34,199 | 81,900 | SH | | SOLE | | 81,900 | 0 | 0 |
CHILDRENS PL INC | COM | 168905107 | 485 | 6,300 | SH | | SOLE | | 6,300 | 0 | 0 |
CHUBB LIMITED | COM | H1467J104 | 6,587 | 40,800 | SH | | SOLE | | 40,800 | 0 | 0 |
CHURCH & DWIGHT INC | COM | 171340102 | 38,350 | 509,700 | SH | | SOLE | | 509,700 | 0 | 0 |
CHURCHILL DOWNS INC | COM | 171484108 | 12,420 | 100,600 | SH | | SOLE | | 100,600 | 0 | 0 |
CINTAS CORP | COM | 172908105 | 12,735 | 47,500 | SH | | SOLE | | 47,500 | 0 | 0 |
CISCO SYS INC | COM | 17275R102 | 3,360 | 68,000 | SH | | SOLE | | 68,000 | 0 | 0 |
CITIGROUP INC | COM NEW | 172967424 | 2,418 | 35,000 | SH | | SOLE | | 35,000 | 0 | 0 |
COHERENT INC | COM | 192479103 | 538 | 3,500 | SH | | SOLE | | 3,500 | 0 | 0 |
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 2,568 | 26,500 | SH | | SOLE | | 26,500 | 0 | 0 |
COMCAST CORP NEW | CL A | 20030N101 | 3,606 | 80,000 | SH | | SOLE | | 80,000 | 0 | 0 |
COMFORT SYS USA INC | COM | 199908104 | 1,982 | 44,800 | SH | | SOLE | | 44,800 | 0 | 0 |
CONMED CORP | COM | 207410101 | 962 | 10,000 | SH | | SOLE | | 10,000 | 0 | 0 |
CONSTELLATION BRANDS INC | CL A | 21036P108 | 10,779 | 52,000 | SH | | SOLE | | 52,000 | 0 | 0 |
COOPER COS INC | COM NEW | 216648402 | 7,336 | 24,700 | SH | | SOLE | | 24,700 | 0 | 0 |
COSTAR GROUP INC | COM | 22160N109 | 5,813 | 9,800 | SH | | SOLE | | 9,800 | 0 | 0 |
COSTCO WHSL CORP NEW | COM | 22160K105 | 22,300 | 77,400 | SH | | SOLE | | 77,400 | 0 | 0 |
COUPA SOFTWARE INC | COM | 22266L106 | 1,879 | 14,500 | SH | | SOLE | | 14,500 | 0 | 0 |
COVETRUS INC | COM | 22304C100 | 561 | 47,219 | SH | | SOLE | | 47,219 | 0 | 0 |
CROCS INC | COM | 227046109 | 1,990 | 71,700 | SH | | SOLE | | 71,700 | 0 | 0 |
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 8,513 | 146,000 | SH | | SOLE | | 146,000 | 0 | 0 |
CROWN HOLDINGS INC | COM | 228368106 | 1,486 | 22,500 | SH | | SOLE | | 22,500 | 0 | 0 |
DANAHER CORPORATION | COM | 235851102 | 42,549 | 294,600 | SH | | SOLE | | 294,600 | 0 | 0 |
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 1,320 | 33,900 | SH | | SOLE | | 33,900 | 0 | 0 |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 3,917 | 68,000 | SH | | SOLE | | 68,000 | 0 | 0 |
DENTSPLY SIRONA INC | COM | 24906P109 | 570 | 10,700 | SH | | SOLE | | 10,700 | 0 | 0 |
DEXCOM INC | COM | 252131107 | 10,895 | 73,000 | SH | | SOLE | | 73,000 | 0 | 0 |
DIAMONDBACK ENERGY INC | COM | 25278X109 | 12,228 | 136,000 | SH | | SOLE | | 136,000 | 0 | 0 |
DINE BRANDS GLOBAL INC | COM | 254423106 | 1,191 | 15,700 | SH | | SOLE | | 15,700 | 0 | 0 |
DISNEY WALT CO | COM DISNEY | 254687106 | 6,516 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |
DOLLAR GEN CORP NEW | COM | 256677105 | 2,702 | 17,000 | SH | | SOLE | | 17,000 | 0 | 0 |
DOMINOS PIZZA INC | COM | 25754A201 | 10,640 | 43,500 | SH | | SOLE | | 43,500 | 0 | 0 |
DOMO INC | COM CL B | 257554105 | 507 | 31,700 | SH | | SOLE | | 31,700 | 0 | 0 |
DYCOM INDS INC | COM | 267475101 | 1,884 | 36,900 | SH | | SOLE | | 36,900 | 0 | 0 |
ECOLAB INC | COM | 278865100 | 36,162 | 182,600 | SH | | SOLE | | 182,600 | 0 | 0 |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 10,556 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
EHEALTH INC | COM | 28238P109 | 1,423 | 21,300 | SH | | SOLE | | 21,300 | 0 | 0 |
EL PASO ELEC CO | COM NEW | 283677854 | 2,992 | 44,600 | SH | | SOLE | | 44,600 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 4,304 | 44,000 | SH | | SOLE | | 44,000 | 0 | 0 |
ENCOMPASS HEALTH CORP | COM | 29261A100 | 519 | 8,200 | SH | | SOLE | | 8,200 | 0 | 0 |
ENERSYS | COM | 29275Y102 | 5,651 | 85,700 | SH | | SOLE | | 85,700 | 0 | 0 |
ENOVA INTL INC | COM | 29357K103 | 720 | 34,700 | SH | | SOLE | | 34,700 | 0 | 0 |
ENPRO INDS INC | COM | 29355X107 | 3,062 | 44,600 | SH | | SOLE | | 44,600 | 0 | 0 |
ENSIGN GROUP INC | COM | 29358P101 | 1,736 | 36,600 | SH | | SOLE | | 36,600 | 0 | 0 |
EPAM SYS INC | COM | 29414B104 | 4,339 | 23,800 | SH | | SOLE | | 23,800 | 0 | 0 |
EPLUS INC | COM | 294268107 | 7,145 | 93,900 | SH | | SOLE | | 93,900 | 0 | 0 |
EQUIFAX INC | COM | 294429105 | 2,884 | 20,500 | SH | | SOLE | | 20,500 | 0 | 0 |
EQUINIX INC | COM | 29444U700 | 6,518 | 11,300 | SH | | SOLE | | 11,300 | 0 | 0 |
EQUITY LIFESTYLE PPTYS INC | COM | 29472R108 | 10,100 | 75,600 | SH | | SOLE | | 75,600 | 0 | 0 |
EVERBRIDGE INC | COM | 29978A104 | 3,345 | 54,200 | SH | | SOLE | | 54,200 | 0 | 0 |
EXACT SCIENCES CORP | COM | 30063P105 | 13,872 | 153,501 | SH | | SOLE | | 153,501 | 0 | 0 |
EXELIXIS INC | COM | 30161Q104 | 19,896 | 1,125,000 | SH | | SOLE | | 1,125,000 | 0 | 0 |
EXLSERVICE HOLDINGS INC | COM | 302081104 | 4,406 | 65,800 | SH | | SOLE | | 65,800 | 0 | 0 |
EXPONENT INC | COM | 30214U102 | 13,505 | 193,200 | SH | | SOLE | | 193,200 | 0 | 0 |
F M C CORP | COM NEW | 302491303 | 3,042 | 34,700 | SH | | SOLE | | 34,700 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 25,822 | 145,000 | SH | | SOLE | | 145,000 | 0 | 0 |
FAIR ISAAC CORP | COM | 303250104 | 21,307 | 70,200 | SH | | SOLE | | 70,200 | 0 | 0 |
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 15,797 | 118,987 | SH | | SOLE | | 118,987 | 0 | 0 |
FIRST FINL BANKSHARES | COM | 32020R109 | 6,883 | 206,496 | SH | | SOLE | | 206,496 | 0 | 0 |
FISERV INC | COM | 337738108 | 45,517 | 439,400 | SH | | SOLE | | 439,400 | 0 | 0 |
FIVE9 INC | COM | 338307101 | 4,509 | 83,900 | SH | | SOLE | | 83,900 | 0 | 0 |
FORESCOUT TECHNOLOGIES INC | COM | 34553D101 | 1,505 | 39,700 | SH | | SOLE | | 39,700 | 0 | 0 |
FTI CONSULTING INC | COM | 302941109 | 3,837 | 36,200 | SH | | SOLE | | 36,200 | 0 | 0 |
GARTNER INC | COM | 366651107 | 13,641 | 95,400 | SH | | SOLE | | 95,400 | 0 | 0 |
GATX CORP | COM | 361448103 | 892 | 11,500 | SH | | SOLE | | 11,500 | 0 | 0 |
GLOBAL PMTS INC | COM | 37940X102 | 5,706 | 35,887 | SH | | SOLE | | 35,887 | 0 | 0 |
GLOBE LIFE INC | COM | 37959E102 | 2,289 | 23,900 | SH | | SOLE | | 23,900 | 0 | 0 |
GODADDY INC | CL A | 380237107 | 3,233 | 49,000 | SH | | SOLE | | 49,000 | 0 | 0 |
GRACO INC | COM | 384109104 | 594 | 12,900 | SH | | SOLE | | 12,900 | 0 | 0 |
GREEN DOT CORP | CL A | 39304D102 | 831 | 32,900 | SH | | SOLE | | 32,900 | 0 | 0 |
GRUBHUB INC | COM | 400110102 | 15,739 | 280,000 | SH | | SOLE | | 280,000 | 0 | 0 |
HEALTHCARE SVCS GRP INC | COM | 421906108 | 5,242 | 215,800 | SH | | SOLE | | 215,800 | 0 | 0 |
HEICO CORP NEW | COM | 422806109 | 56,308 | 450,899 | SH | | SOLE | | 450,899 | 0 | 0 |
HELEN OF TROY CORP LTD | COM | G4388N106 | 3,626 | 23,000 | SH | | SOLE | | 23,000 | 0 | 0 |
HENRY JACK & ASSOC INC | COM | 426281101 | 14,655 | 100,400 | SH | | SOLE | | 100,400 | 0 | 0 |
HENRY SCHEIN INC | COM | 806407102 | 13,754 | 216,600 | SH | | SOLE | | 216,600 | 0 | 0 |
HILTON GRAND VACATIONS INC | COM | 43283X105 | 573 | 17,900 | SH | | SOLE | | 17,900 | 0 | 0 |
HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | 1,304 | 14,000 | SH | | SOLE | | 14,000 | 0 | 0 |
HOME DEPOT INC | COM | 437076102 | 3,712 | 16,000 | SH | | SOLE | | 16,000 | 0 | 0 |
HORMEL FOODS CORP | COM | 440452100 | 1,907 | 43,600 | SH | | SOLE | | 43,600 | 0 | 0 |
HUNT J B TRANS SVCS INC | COM | 445658107 | 5,499 | 49,700 | SH | | SOLE | | 49,700 | 0 | 0 |
ICU MED INC | COM | 44930G107 | 4,612 | 28,900 | SH | | SOLE | | 28,900 | 0 | 0 |
IDEX CORP | COM | 45167R104 | 13,725 | 83,750 | SH | | SOLE | | 83,750 | 0 | 0 |
IDEXX LABS INC | COM | 45168D104 | 47,370 | 174,200 | SH | | SOLE | | 174,200 | 0 | 0 |
IHS MARKIT LTD | SHS | G47567105 | 13,313 | 199,054 | SH | | SOLE | | 199,054 | 0 | 0 |
ILLUMINA INC | COM | 452327109 | 9,066 | 29,800 | SH | | SOLE | | 29,800 | 0 | 0 |
INGEVITY CORP | COM | 45688C107 | 1,366 | 16,100 | SH | | SOLE | | 16,100 | 0 | 0 |
INPHI CORP | COM | 45772F107 | 2,607 | 42,700 | SH | | SOLE | | 42,700 | 0 | 0 |
INSPERITY INC | COM | 45778Q107 | 2,091 | 21,200 | SH | | SOLE | | 21,200 | 0 | 0 |
INSTRUCTURE INC | COM | 45781U103 | 837 | 21,600 | SH | | SOLE | | 21,600 | 0 | 0 |
INSULET CORP | COM | 45784P101 | 2,012 | 12,200 | SH | | SOLE | | 12,200 | 0 | 0 |
INTERCEPT PHARMACEUTICALS IN | COM | 45845P108 | 13,073 | 197,000 | SH | | SOLE | | 197,000 | 0 | 0 |
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 7,317 | 79,300 | SH | | SOLE | | 79,300 | 0 | 0 |
INTUIT | COM | 461202103 | 14,148 | 53,200 | SH | | SOLE | | 53,200 | 0 | 0 |
IQVIA HLDGS INC | COM | 46266C105 | 5,901 | 39,500 | SH | | SOLE | | 39,500 | 0 | 0 |
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 1,497 | 20,200 | SH | | SOLE | | 20,200 | 0 | 0 |
J & J SNACK FOODS CORP | COM | 466032109 | 25,440 | 132,500 | SH | | SOLE | | 132,500 | 0 | 0 |
J2 GLOBAL INC | COM | 48123V102 | 3,569 | 39,300 | SH | | SOLE | | 39,300 | 0 | 0 |
JOHN BEAN TECHNOLOGIES CORP | COM | 477839104 | 1,859 | 18,700 | SH | | SOLE | | 18,700 | 0 | 0 |
JPMORGAN CHASE & CO | COM | 46625H100 | 4,237 | 36,000 | SH | | SOLE | | 36,000 | 0 | 0 |
KADANT INC | COM | 48282T104 | 1,203 | 13,700 | SH | | SOLE | | 13,700 | 0 | 0 |
KAMAN CORP | COM | 483548103 | 696 | 11,700 | SH | | SOLE | | 11,700 | 0 | 0 |
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 1,867 | 19,200 | SH | | SOLE | | 19,200 | 0 | 0 |
KORN FERRY | COM NEW | 500643200 | 452 | 11,700 | SH | | SOLE | | 11,700 | 0 | 0 |
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 3,860 | 18,500 | SH | | SOLE | | 18,500 | 0 | 0 |
LANCASTER COLONY CORP | COM | 513847103 | 776 | 5,600 | SH | | SOLE | | 5,600 | 0 | 0 |
LANDSTAR SYS INC | COM | 515098101 | 3,805 | 33,800 | SH | | SOLE | | 33,800 | 0 | 0 |
LAUDER ESTEE COS INC | CL A | 518439104 | 9,550 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
LCI INDS | COM | 50189K103 | 3,362 | 36,600 | SH | | SOLE | | 36,600 | 0 | 0 |
LENDINGTREE INC NEW | COM | 52603B107 | 6,457 | 20,800 | SH | | SOLE | | 20,800 | 0 | 0 |
LENNAR CORP | CL A | 526057104 | 5,027 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
LENNOX INTL INC | COM | 526107107 | 23,762 | 97,800 | SH | | SOLE | | 97,800 | 0 | 0 |
LHC GROUP INC | COM | 50187A107 | 920 | 8,100 | SH | | SOLE | | 8,100 | 0 | 0 |
LINCOLN ELEC HLDGS INC | COM | 533900106 | 3,037 | 35,000 | SH | | SOLE | | 35,000 | 0 | 0 |
LIONS GATE ENTMNT CORP | CL A VTG | 535919401 | 5,689 | 615,000 | SH | | SOLE | | 615,000 | 0 | 0 |
LITTELFUSE INC | COM | 537008104 | 1,631 | 9,200 | SH | | SOLE | | 9,200 | 0 | 0 |
LIVEPERSON INC | COM | 538146101 | 889 | 24,900 | SH | | SOLE | | 24,900 | 0 | 0 |
LULULEMON ATHLETICA INC | COM | 550021109 | 3,851 | 20,000 | SH | | SOLE | | 20,000 | 0 | 0 |
LYFT INC | CL A COM | 55087P104 | 8,168 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
MARKETAXESS HLDGS INC | COM | 57060D108 | 786 | 2,400 | SH | | SOLE | | 2,400 | 0 | 0 |
MASTERCARD INC | CL A | 57636Q104 | 35,549 | 130,900 | SH | | SOLE | | 130,900 | 0 | 0 |
MAXIMUS INC | COM | 577933104 | 3,701 | 47,900 | SH | | SOLE | | 47,900 | 0 | 0 |
MCCORMICK & CO INC | COM NON VTG | 579780206 | 7,581 | 48,500 | SH | | SOLE | | 48,500 | 0 | 0 |
MEDIFAST INC | COM | 58470H101 | 1,896 | 18,300 | SH | | SOLE | | 18,300 | 0 | 0 |
MEDPACE HLDGS INC | COM | 58506Q109 | 555 | 6,600 | SH | | SOLE | | 6,600 | 0 | 0 |
MERCURY SYS INC | COM | 589378108 | 4,083 | 50,300 | SH | | SOLE | | 50,300 | 0 | 0 |
MERIT MED SYS INC | COM | 589889104 | 829 | 27,200 | SH | | SOLE | | 27,200 | 0 | 0 |
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 48,392 | 68,700 | SH | | SOLE | | 68,700 | 0 | 0 |
MICRON TECHNOLOGY INC | COM | 595112103 | 4,285 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
MIDDLEBY CORP | COM | 596278101 | 1,052 | 9,000 | SH | | SOLE | | 9,000 | 0 | 0 |
MIMECAST LTD | ORD SHS | G14838109 | 310 | 8,700 | SH | | SOLE | | 8,700 | 0 | 0 |
MONRO INC | COM | 610236101 | 7,103 | 89,900 | SH | | SOLE | | 89,900 | 0 | 0 |
MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | 2,045 | 12,000 | SH | | SOLE | | 12,000 | 0 | 0 |
MOVADO GROUP INC | COM | 624580106 | 731 | 29,400 | SH | | SOLE | | 29,400 | 0 | 0 |
NEOGEN CORP | COM | 640491106 | 3,410 | 50,066 | SH | | SOLE | | 50,066 | 0 | 0 |
NETFLIX INC | COM | 64110L106 | 16,325 | 61,000 | SH | | SOLE | | 61,000 | 0 | 0 |
NEW RELIC INC | COM | 64829B100 | 1,542 | 25,100 | SH | | SOLE | | 25,100 | 0 | 0 |
NIKE INC | CL B | 654106103 | 3,005 | 32,000 | SH | | SOLE | | 32,000 | 0 | 0 |
NORTHROP GRUMMAN CORP | COM | 666807102 | 18,927 | 50,500 | SH | | SOLE | | 50,500 | 0 | 0 |
NVIDIA CORP | COM | 67066G104 | 12,011 | 69,000 | SH | | SOLE | | 69,000 | 0 | 0 |
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 18,690 | 46,900 | SH | | SOLE | | 46,900 | 0 | 0 |
OMNICELL INC | COM | 68213N109 | 3,006 | 41,600 | SH | | SOLE | | 41,600 | 0 | 0 |
OPEN TEXT CORP | COM | 683715106 | 6,795 | 166,500 | SH | | SOLE | | 166,500 | 0 | 0 |
PALO ALTO NETWORKS INC | COM | 697435105 | 2,589 | 12,700 | SH | | SOLE | | 12,700 | 0 | 0 |
PAYCOM SOFTWARE INC | COM | 70432V102 | 5,028 | 24,000 | SH | | SOLE | | 24,000 | 0 | 0 |
PAYPAL HLDGS INC | COM | 70450Y103 | 16,989 | 164,000 | SH | | SOLE | | 164,000 | 0 | 0 |
PENN NATL GAMING INC | COM | 707569109 | 548 | 29,400 | SH | | SOLE | | 29,400 | 0 | 0 |
PEPSICO INC | COM | 713448108 | 3,016 | 22,000 | SH | | SOLE | | 22,000 | 0 | 0 |
PETIQ INC | COM CL A | 71639T106 | 1,186 | 43,500 | SH | | SOLE | | 43,500 | 0 | 0 |
PGT INNOVATIONS INC | COM | 69336V101 | 922 | 53,400 | SH | | SOLE | | 53,400 | 0 | 0 |
PIONEER NAT RES CO | COM | 723787107 | 7,924 | 63,000 | SH | | SOLE | | 63,000 | 0 | 0 |
PLANET FITNESS INC | CL A | 72703H101 | 1,545 | 26,700 | SH | | SOLE | | 26,700 | 0 | 0 |
PLAYAGS INC | COM | 72814N104 | 311 | 30,300 | SH | | SOLE | | 30,300 | 0 | 0 |
POOL CORPORATION | COM | 73278L105 | 22,348 | 110,800 | SH | | SOLE | | 110,800 | 0 | 0 |
PRIMERICA INC | COM | 74164M108 | 2,316 | 18,200 | SH | | SOLE | | 18,200 | 0 | 0 |
PROASSURANCE CORP | COM | 74267C106 | 2,360 | 58,600 | SH | | SOLE | | 58,600 | 0 | 0 |
PROGRESS SOFTWARE CORP | COM | 743312100 | 2,093 | 55,000 | SH | | SOLE | | 55,000 | 0 | 0 |
PROGRESSIVE CORP OHIO | COM | 743315103 | 5,886 | 76,200 | SH | | SOLE | | 76,200 | 0 | 0 |
PROOFPOINT INC | COM | 743424103 | 4,633 | 35,900 | SH | | SOLE | | 35,900 | 0 | 0 |
PROPETRO HLDG CORP | COM | 74347M108 | 752 | 82,700 | SH | | SOLE | | 82,700 | 0 | 0 |
PROSPERITY BANCSHARES INC | COM | 743606105 | 2,677 | 37,900 | SH | | SOLE | | 37,900 | 0 | 0 |
QUAKER CHEM CORP | COM | 747316107 | 4,191 | 26,500 | SH | | SOLE | | 26,500 | 0 | 0 |
QUALYS INC | COM | 74758T303 | 2,305 | 30,500 | SH | | SOLE | | 30,500 | 0 | 0 |
RAPID7 INC | COM | 753422104 | 1,879 | 41,400 | SH | | SOLE | | 41,400 | 0 | 0 |
RBC BEARINGS INC | COM | 75524B104 | 8,710 | 52,500 | SH | | SOLE | | 52,500 | 0 | 0 |
RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 9,653 | 49,900 | SH | | SOLE | | 49,900 | 0 | 0 |
REPUBLIC SVCS INC | COM | 760759100 | 15,622 | 180,500 | SH | | SOLE | | 180,500 | 0 | 0 |
RINGCENTRAL INC | CL A | 76680R206 | 5,579 | 44,400 | SH | | SOLE | | 44,400 | 0 | 0 |
RLI CORP | COM | 749607107 | 14,094 | 151,700 | SH | | SOLE | | 151,700 | 0 | 0 |
ROGERS CORP | COM | 775133101 | 1,271 | 9,300 | SH | | SOLE | | 9,300 | 0 | 0 |
ROLLINS INC | COM | 775711104 | 31,559 | 926,300 | SH | | SOLE | | 926,300 | 0 | 0 |
ROPER TECHNOLOGIES INC | COM | 776696106 | 47,677 | 133,700 | SH | | SOLE | | 133,700 | 0 | 0 |
RUSH ENTERPRISES INC | CL A | 781846209 | 1,489 | 38,600 | SH | | SOLE | | 38,600 | 0 | 0 |
SALESFORCE COM INC | COM | 79466L302 | 36,516 | 246,000 | SH | | SOLE | | 246,000 | 0 | 0 |
SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | 13,311 | 55,200 | SH | | SOLE | | 55,200 | 0 | 0 |
SCIENCE APPLICATNS INTL CP N | COM | 808625107 | 3,642 | 41,700 | SH | | SOLE | | 41,700 | 0 | 0 |
SCOTTS MIRACLE GRO CO | CL A | 810186106 | 6,669 | 65,500 | SH | | SOLE | | 65,500 | 0 | 0 |
SELECTIVE INS GROUP INC | COM | 816300107 | 684 | 9,100 | SH | | SOLE | | 9,100 | 0 | 0 |
SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | 4,002 | 58,300 | SH | | SOLE | | 58,300 | 0 | 0 |
SERVICENOW INC | COM | 81762P102 | 32,518 | 128,100 | SH | | SOLE | | 128,100 | 0 | 0 |
SHAKE SHACK INC | CL A | 819047101 | 1,098 | 11,200 | SH | | SOLE | | 11,200 | 0 | 0 |
SILGAN HOLDINGS INC | COM | 827048109 | 5,184 | 172,600 | SH | | SOLE | | 172,600 | 0 | 0 |
SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | 629 | 8,500 | SH | | SOLE | | 8,500 | 0 | 0 |
SLACK TECHNOLOGIES INC | COM CL A | 83088V102 | 8,187 | 345,000 | SH | | SOLE | | 345,000 | 0 | 0 |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,210 | 26,400 | SH | | SOLE | | 26,400 | 0 | 0 |
SOUTH JERSEY INDS INC | COM | 838518108 | 2,988 | 90,800 | SH | | SOLE | | 90,800 | 0 | 0 |
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 493 | 6,000 | SH | | SOLE | | 6,000 | 0 | 0 |
SPLUNK INC | COM | 848637104 | 17,208 | 146,000 | SH | | SOLE | | 146,000 | 0 | 0 |
SPS COMMERCE INC | COM | 78463M107 | 4,641 | 98,600 | SH | | SOLE | | 98,600 | 0 | 0 |
STAMPS COM INC | COM NEW | 852857200 | 2,144 | 28,800 | SH | | SOLE | | 28,800 | 0 | 0 |
STARBUCKS CORP | COM | 855244109 | 3,802 | 43,000 | SH | | SOLE | | 43,000 | 0 | 0 |
STIFEL FINL CORP | COM | 860630102 | 7,178 | 125,100 | SH | | SOLE | | 125,100 | 0 | 0 |
STITCH FIX INC | COM CL A | 860897107 | 1,117 | 58,000 | SH | | SOLE | | 58,000 | 0 | 0 |
SYNNEX CORP | COM | 87162W100 | 3,218 | 28,500 | SH | | SOLE | | 28,500 | 0 | 0 |
SYNOPSYS INC | COM | 871607107 | 9,141 | 66,600 | SH | | SOLE | | 66,600 | 0 | 0 |
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 1,054 | 24,900 | SH | | SOLE | | 24,900 | 0 | 0 |
TECH DATA CORP | COM | 878237106 | 5,004 | 48,000 | SH | | SOLE | | 48,000 | 0 | 0 |
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 73,027 | 226,800 | SH | | SOLE | | 226,800 | 0 | 0 |
TELEFLEX INC | COM | 879369106 | 2,684 | 7,900 | SH | | SOLE | | 7,900 | 0 | 0 |
TEXAS ROADHOUSE INC | COM | 882681109 | 1,040 | 19,800 | SH | | SOLE | | 19,800 | 0 | 0 |
THE TRADE DESK INC | COM CL A | 88339J105 | 3,188 | 17,000 | SH | | SOLE | | 17,000 | 0 | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 32,214 | 110,600 | SH | | SOLE | | 110,600 | 0 | 0 |
TJX COS INC NEW | COM | 872540109 | 28,238 | 506,600 | SH | | SOLE | | 506,600 | 0 | 0 |
TOPBUILD CORP | COM | 89055F103 | 1,967 | 20,400 | SH | | SOLE | | 20,400 | 0 | 0 |
TORO CO | COM | 891092108 | 45,028 | 614,300 | SH | | SOLE | | 614,300 | 0 | 0 |
TRANSDIGM GROUP INC | COM | 893641100 | 40,612 | 78,000 | SH | | SOLE | | 78,000 | 0 | 0 |
TREX CO INC | COM | 89531P105 | 2,910 | 32,000 | SH | | SOLE | | 32,000 | 0 | 0 |
TRINET GROUP INC | COM | 896288107 | 1,617 | 26,000 | SH | | SOLE | | 26,000 | 0 | 0 |
TURTLE BEACH CORP | COM NEW | 900450206 | 749 | 64,200 | SH | | SOLE | | 64,200 | 0 | 0 |
TWILIO INC | CL A | 90138F102 | 7,807 | 71,000 | SH | | SOLE | | 71,000 | 0 | 0 |
TYLER TECHNOLOGIES INC | COM | 902252105 | 17,036 | 64,900 | SH | | SOLE | | 64,900 | 0 | 0 |
U S CONCRETE INC | COM NEW | 90333L201 | 2,366 | 42,800 | SH | | SOLE | | 42,800 | 0 | 0 |
U S PHYSICAL THERAPY INC | COM | 90337L108 | 10,052 | 77,000 | SH | | SOLE | | 77,000 | 0 | 0 |
ULTA BEAUTY INC | COM | 90384S303 | 6,266 | 25,000 | SH | | SOLE | | 25,000 | 0 | 0 |
UNION PACIFIC CORP | COM | 907818108 | 26,257 | 162,100 | SH | | SOLE | | 162,100 | 0 | 0 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 3,868 | 17,800 | SH | | SOLE | | 17,800 | 0 | 0 |
VAIL RESORTS INC | COM | 91879Q109 | 9,785 | 43,000 | SH | | SOLE | | 43,000 | 0 | 0 |
VALMONT INDS INC | COM | 920253101 | 1,910 | 13,800 | SH | | SOLE | | 13,800 | 0 | 0 |
VEEVA SYS INC | CL A COM | 922475108 | 1,130 | 7,400 | SH | | SOLE | | 7,400 | 0 | 0 |
VERINT SYS INC | COM | 92343X100 | 1,630 | 38,100 | SH | | SOLE | | 38,100 | 0 | 0 |
VERISIGN INC | COM | 92343E102 | 6,017 | 31,900 | SH | | SOLE | | 31,900 | 0 | 0 |
VERISK ANALYTICS INC | COM | 92345Y106 | 5,693 | 36,000 | SH | | SOLE | | 36,000 | 0 | 0 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 11,690 | 69,000 | SH | | SOLE | | 69,000 | 0 | 0 |
VISA INC | COM CL A | 92826C839 | 23,737 | 138,000 | SH | | SOLE | | 138,000 | 0 | 0 |
VISTEON CORP | COM NEW | 92839U206 | 1,362 | 16,500 | SH | | SOLE | | 16,500 | 0 | 0 |
WALKER & DUNLOP INC | COM | 93148P102 | 1,896 | 33,900 | SH | | SOLE | | 33,900 | 0 | 0 |
WASTE CONNECTIONS INC | COM | 94106B101 | 52,544 | 571,125 | SH | | SOLE | | 571,125 | 0 | 0 |
WATTS WATER TECHNOLOGIES INC | CL A | 942749102 | 3,871 | 41,300 | SH | | SOLE | | 41,300 | 0 | 0 |
WEX INC | COM | 96208T104 | 13,337 | 66,000 | SH | | SOLE | | 66,000 | 0 | 0 |
WINGSTOP INC | COM | 974155103 | 1,850 | 21,200 | SH | | SOLE | | 21,200 | 0 | 0 |
WOODWARD INC | COM | 980745103 | 10,999 | 102,000 | SH | | SOLE | | 102,000 | 0 | 0 |
WORKIVA INC | COM CL A | 98139A105 | 3,349 | 76,400 | SH | | SOLE | | 76,400 | 0 | 0 |
YEXT INC | COM | 98585N106 | 1,359 | 85,500 | SH | | SOLE | | 85,500 | 0 | 0 |
ZENDESK INC | COM | 98936J101 | 13,118 | 180,000 | SH | | SOLE | | 180,000 | 0 | 0 |
ZOETIS INC | CL A | 98978V103 | 4,610 | 37,000 | SH | | SOLE | | 37,000 | 0 | 0 |