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 |
3M CO | COM | 88579Y101 | 2,223 | 11,300 | SH | | SOLE | | 11,300 | 0 | 0 |
58 COM INC | SPON ADR REP A | 31680Q104 | 6,101 | 87,990 | SH | | SOLE | | 87,990 | 0 | 0 |
ADOBE SYS INC | COM | 00724F101 | 202,171 | 829,215 | SH | | SOLE | | 829,215 | 0 | 0 |
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 5,013 | 36,940 | SH | | SOLE | | 36,940 | 0 | 0 |
ALBEMARLE CORP | COM | 012653101 | 1,876 | 19,890 | SH | | SOLE | | 19,890 | 0 | 0 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 210,684 | 1,135,580 | SH | | SOLE | | 1,135,580 | 0 | 0 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 7,045 | 20,590 | SH | | SOLE | | 20,590 | 0 | 0 |
ALLY FINL INC | COM | 02005N100 | 7,300 | 277,880 | SH | | SOLE | | 277,880 | 0 | 0 |
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 67,107 | 681,354 | SH | | SOLE | | 681,354 | 0 | 0 |
ALPHABET INC | CAP STK CL C | 02079K107 | 455,610 | 408,381 | SH | | SOLE | | 408,381 | 0 | 0 |
AMBEV SA | SPONSORED ADR | 02319V103 | 6,691 | 1,445,120 | SH | | SOLE | | 1,445,120 | 0 | 0 |
AMC ENTMT HLDGS INC | CL A COM | 00165C104 | 9,846 | 619,220 | SH | | SOLE | | 619,220 | 0 | 0 |
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 16,558 | 712,190 | SH | | SOLE | | 712,190 | 0 | 0 |
AMNEAL PHARMACEUTICALS INC | COM STK CL A | 03168L105 | 45,698 | 2,784,753 | SH | | SOLE | | 2,784,753 | 0 | 0 |
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 167,908 | 1,666,413 | SH | | SOLE | | 1,666,413 | 0 | 0 |
ANTHEM INC | COM | 036752103 | 7,867 | 33,050 | SH | | SOLE | | 33,050 | 0 | 0 |
APPLE INC | COM | 037833100 | 5,918 | 31,970 | SH | | SOLE | | 31,970 | 0 | 0 |
APPLIED MATLS INC | COM | 038222105 | 8,267 | 178,980 | SH | | SOLE | | 178,980 | 0 | 0 |
APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 85,976 | 1,914,835 | SH | | SOLE | | 1,914,835 | 0 | 0 |
ASHLAND GLOBAL HLDGS INC | COM | 044186104 | 3,692 | 47,220 | SH | | SOLE | | 47,220 | 0 | 0 |
ATHENE HLDG LTD | CL A | G0684D107 | 7,316 | 166,890 | SH | | SOLE | | 166,890 | 0 | 0 |
AUTOZONE INC | COM | 053332102 | 2,737 | 4,080 | SH | | SOLE | | 4,080 | 0 | 0 |
BAIDU INC | SPON ADR REP A | 056752108 | 6,984 | 28,740 | SH | | SOLE | | 28,740 | 0 | 0 |
BARNES & NOBLE INC | COM | 067774109 | 3,082 | 485,429 | SH | | SOLE | | 485,429 | 0 | 0 |
BARNES GROUP INC | COM | 067806109 | 2,486 | 42,210 | SH | | SOLE | | 42,210 | 0 | 0 |
BECTON DICKINSON & CO | COM | 075887109 | 5,299 | 22,120 | SH | | SOLE | | 22,120 | 0 | 0 |
BHP BILLITON PLC | SPONSORED ADR | 05545E209 | 7,076 | 157,410 | SH | | SOLE | | 157,410 | 0 | 0 |
BIG LOTS INC | COM | 089302103 | 8,295 | 198,550 | SH | | SOLE | | 198,550 | 0 | 0 |
BJS RESTAURANTS INC | COM | 09180C106 | 6,265 | 104,420 | SH | | SOLE | | 104,420 | 0 | 0 |
BLACKSTONE GROUP L P | COM UNIT LTD | 09253U108 | 4,495 | 139,730 | SH | | SOLE | | 139,730 | 0 | 0 |
BOEING CO | COM | 097023105 | 7,103 | 21,170 | SH | | SOLE | | 21,170 | 0 | 0 |
BOOKING HLDGS INC | COM | 09857L108 | 8,721 | 4,302 | SH | | SOLE | | 4,302 | 0 | 0 |
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 64,963 | 1,287,663 | SH | | SOLE | | 1,287,663 | 0 | 0 |
BRUNSWICK CORP | COM | 117043109 | 1,840 | 28,530 | SH | | SOLE | | 28,530 | 0 | 0 |
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 7,359 | 169,920 | SH | | SOLE | | 169,920 | 0 | 0 |
CALERES INC | COM | 129500104 | 810 | 23,540 | SH | | SOLE | | 23,540 | 0 | 0 |
CARTER INC | COM | 146229109 | 9,035 | 83,360 | SH | | SOLE | | 83,360 | 0 | 0 |
CASEYS GEN STORES INC | COM | 147528103 | 27,533 | 262,020 | SH | | SOLE | | 262,020 | 0 | 0 |
CASTLIGHT HEALTH INC | CL B | 14862Q100 | 7,528 | 1,771,350 | SH | | SOLE | | 1,771,350 | 0 | 0 |
CAVCO INDS INC DEL | COM | 149568107 | 2,623 | 12,630 | SH | | SOLE | | 12,630 | 0 | 0 |
CENTENE CORP DEL | COM | 15135B101 | 170,111 | 1,380,656 | SH | | SOLE | | 1,380,656 | 0 | 0 |
CERNER CORP | COM | 156782104 | 3,228 | 53,990 | SH | | SOLE | | 53,990 | 0 | 0 |
CHEESECAKE FACTORY INC | COM | 163072101 | 11,758 | 213,556 | SH | | SOLE | | 213,556 | 0 | 0 |
CHICOS FAS INC | COM | 168615102 | 10,294 | 1,264,639 | SH | | SOLE | | 1,264,639 | 0 | 0 |
CHILDRENS PL INC | COM | 168905107 | 31,343 | 259,460 | SH | | SOLE | | 259,460 | 0 | 0 |
CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | 7,381 | 17,110 | SH | | SOLE | | 17,110 | 0 | 0 |
CHURCH & DWIGHT INC | COM | 171340102 | 1,526 | 28,700 | SH | | SOLE | | 28,700 | 0 | 0 |
CHURCHILL DOWNS INC | COM | 171484108 | 7,436 | 25,080 | SH | | SOLE | | 25,080 | 0 | 0 |
CIENA CORP | COM NEW | 171779309 | 104,591 | 3,945,357 | SH | | SOLE | | 3,945,357 | 0 | 0 |
CIGNA CORPORATION | COM | 125509109 | 7,459 | 43,890 | SH | | SOLE | | 43,890 | 0 | 0 |
CINEMARK HOLDINGS INC | COM | 17243V102 | 8,175 | 233,040 | SH | | SOLE | | 233,040 | 0 | 0 |
CIT GROUP INC | COM NEW | 125581801 | 7,706 | 152,860 | SH | | SOLE | | 152,860 | 0 | 0 |
CITIZENS FINL GROUP INC | COM | 174610105 | 6,707 | 172,410 | SH | | SOLE | | 172,410 | 0 | 0 |
CITRIX SYS INC | COM | 177376100 | 7,236 | 69,020 | SH | | SOLE | | 69,020 | 0 | 0 |
COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | 8,048 | 101,890 | SH | | SOLE | | 101,890 | 0 | 0 |
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 10,126 | 424,590 | SH | | SOLE | | 424,590 | 0 | 0 |
COLUMBIA SPORTSWEAR CO | COM | 198516106 | 8,794 | 96,140 | SH | | SOLE | | 96,140 | 0 | 0 |
COMMSCOPE HLDG CO INC | COM | 20337X109 | 53,164 | 1,820,389 | SH | | SOLE | | 1,820,389 | 0 | 0 |
COMMVAULT SYSTEMS INC | COM | 204166102 | 9,465 | 143,740 | SH | | SOLE | | 143,740 | 0 | 0 |
CONAGRA BRANDS INC | COM | 205887102 | 3,396 | 95,040 | SH | | SOLE | | 95,040 | 0 | 0 |
CONOCOPHILLIPS | COM | 20825C104 | 7,910 | 113,620 | SH | | SOLE | | 113,620 | 0 | 0 |
CREDIT ACCEP CORP MICH | COM | 225310101 | 6,951 | 19,670 | SH | | SOLE | | 19,670 | 0 | 0 |
CROCS INC | COM | 227046109 | 789 | 44,830 | SH | | SOLE | | 44,830 | 0 | 0 |
DARDEN RESTAURANTS INC | COM | 237194105 | 410 | 3,830 | SH | | SOLE | | 3,830 | 0 | 0 |
DARLING INGREDIENTS INC | COM | 237266101 | 6,366 | 320,230 | SH | | SOLE | | 320,230 | 0 | 0 |
DAVE & BUSTERS ENTMT INC | COM | 238337109 | 2,459 | 51,660 | SH | | SOLE | | 51,660 | 0 | 0 |
DEAN FOODS CO NEW | COM NEW | 242370203 | 662 | 62,970 | SH | | SOLE | | 62,970 | 0 | 0 |
DECKERS OUTDOOR CORP | COM | 243537107 | 27,816 | 246,400 | SH | | SOLE | | 246,400 | 0 | 0 |
DELTA AIR LINES INC DEL | COM NEW | 247361702 | 13,203 | 266,520 | SH | | SOLE | | 266,520 | 0 | 0 |
DILLARDS INC | CL A | 254067101 | 28,152 | 297,910 | SH | | SOLE | | 297,910 | 0 | 0 |
DINE BRANDS GLOBAL INC | COM | 254423106 | 1,426 | 19,070 | SH | | SOLE | | 19,070 | 0 | 0 |
DISCOVER FINL SVCS | COM | 254709108 | 6,664 | 94,640 | SH | | SOLE | | 94,640 | 0 | 0 |
DISNEY WALT CO | COM DISNEY | 254687106 | 381,545 | 3,640,348 | SH | | SOLE | | 3,640,348 | 0 | 0 |
DOLLAR GEN CORP NEW | COM | 256677105 | 1,343 | 13,620 | SH | | SOLE | | 13,620 | 0 | 0 |
DOLLAR TREE INC | COM | 256746108 | 361,646 | 4,254,654 | SH | | SOLE | | 4,254,654 | 0 | 0 |
DOWDUPONT INC | COM | 26078J100 | 246,880 | 3,745,145 | SH | | SOLE | | 3,745,145 | 0 | 0 |
DSW INC | CL A | 23334L102 | 29,940 | 1,159,580 | SH | | SOLE | | 1,159,580 | 0 | 0 |
DUN & BRADSTREET CORP DEL NE | COM | 26483E100 | 9,592 | 78,210 | SH | | SOLE | | 78,210 | 0 | 0 |
DXC TECHNOLOGY CO | COM | 23355L106 | 84,483 | 1,048,044 | SH | | SOLE | | 1,048,044 | 0 | 0 |
EASTMAN CHEM CO | COM | 277432100 | 5,373 | 53,750 | SH | | SOLE | | 53,750 | 0 | 0 |
EBAY INC | COM | 278642103 | 8,556 | 235,960 | SH | | SOLE | | 235,960 | 0 | 0 |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 14,825 | 101,840 | SH | | SOLE | | 101,840 | 0 | 0 |
ELECTRONIC ARTS INC | COM | 285512109 | 10,132 | 71,850 | SH | | SOLE | | 71,850 | 0 | 0 |
ENTEGRIS INC | COM | 29362U104 | 6,786 | 200,180 | SH | | SOLE | | 200,180 | 0 | 0 |
ENVISION HEALTHCARE CORP | COM | 29414D100 | 296,913 | 6,746,498 | SH | | SOLE | | 6,746,498 | 0 | 0 |
EVERCORE INC | CLASS A | 29977A105 | 9,521 | 90,290 | SH | | SOLE | | 90,290 | 0 | 0 |
EXPEDIA GROUP INC | COM NEW | 30212P303 | 7,059 | 58,730 | SH | | SOLE | | 58,730 | 0 | 0 |
EXPRESS INC | COM | 30219E103 | 14,120 | 1,543,170 | SH | | SOLE | | 1,543,170 | 0 | 0 |
F5 NETWORKS INC | COM | 315616102 | 8,205 | 47,580 | SH | | SOLE | | 47,580 | 0 | 0 |
FACEBOOK INC | CL A | 30303M102 | 477,885 | 2,459,270 | SH | | SOLE | | 2,459,270 | 0 | 0 |
FASTENAL CO | COM | 311900104 | 4,238 | 88,050 | SH | | SOLE | | 88,050 | 0 | 0 |
FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 5,527 | 292,590 | SH | | SOLE | | 292,590 | 0 | 0 |
FIESTA RESTAURANT GROUP INC | COM | 31660B101 | 12,455 | 433,959 | SH | | SOLE | | 433,959 | 0 | 0 |
FLEETCOR TECHNOLOGIES INC | COM | 339041105 | 66,687 | 316,579 | SH | | SOLE | | 316,579 | 0 | 0 |
FRANCESCAS HLDGS CORP | COM | 351793104 | 1,228 | 162,654 | SH | | SOLE | | 162,654 | 0 | 0 |
GAP INC DEL | COM | 364760108 | 24,766 | 764,610 | SH | | SOLE | | 764,610 | 0 | 0 |
GARMIN LTD | SHS | H2906T109 | 6,644 | 108,920 | SH | | SOLE | | 108,920 | 0 | 0 |
GENERAC HLDGS INC | COM | 368736104 | 9,865 | 190,700 | SH | | SOLE | | 190,700 | 0 | 0 |
GENESCO INC | COM | 371532102 | 3,597 | 90,610 | SH | | SOLE | | 90,610 | 0 | 0 |
GENUINE PARTS CO | COM | 372460105 | 15,165 | 165,209 | SH | | SOLE | | 165,209 | 0 | 0 |
GOPRO INC | CL A | 38268T103 | 1,857 | 288,340 | SH | | SOLE | | 288,340 | 0 | 0 |
GRAND CANYON ED INC | COM | 38526M106 | 10,139 | 90,840 | SH | | SOLE | | 90,840 | 0 | 0 |
GRAPHIC PACKAGING HLDG CO | COM | 388689101 | 70,843 | 4,882,326 | SH | | SOLE | | 4,882,326 | 0 | 0 |
GRAY TELEVISION INC | COM | 389375106 | 10,140 | 641,770 | SH | | SOLE | | 641,770 | 0 | 0 |
GRUBHUB INC | COM | 400110102 | 22,914 | 218,420 | SH | | SOLE | | 218,420 | 0 | 0 |
GUESS INC | COM | 401617105 | 24,292 | 1,135,126 | SH | | SOLE | | 1,135,126 | 0 | 0 |
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 2,196 | 24,730 | SH | | SOLE | | 24,730 | 0 | 0 |
HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 7,960 | 148,170 | SH | | SOLE | | 148,170 | 0 | 0 |
HESS CORP | COM | 42809H107 | 7,911 | 118,270 | SH | | SOLE | | 118,270 | 0 | 0 |
HIBBETT SPORTS INC | COM | 428567101 | 16,633 | 726,350 | SH | | SOLE | | 726,350 | 0 | 0 |
HOME DEPOT INC | COM | 437076102 | 36,441 | 186,780 | SH | | SOLE | | 186,780 | 0 | 0 |
HOMOLOGY MEDICINES INC | COM | 438083107 | 14,270 | 725,043 | SH | | SOLE | | 725,043 | 0 | 0 |
HUMANA INC | COM | 444859102 | 10,727 | 36,040 | SH | | SOLE | | 36,040 | 0 | 0 |
HUNTSMAN CORP | COM | 447011107 | 3,850 | 131,850 | SH | | SOLE | | 131,850 | 0 | 0 |
INPHI CORP | COM | 45772F107 | 59,815 | 1,834,240 | SH | | SOLE | | 1,834,240 | 0 | 0 |
INTEL CORP | COM | 458140100 | 302,459 | 6,084,463 | SH | | SOLE | | 6,084,463 | 0 | 0 |
INTUIT | COM | 461202103 | 2,016 | 9,870 | SH | | SOLE | | 9,870 | 0 | 0 |
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 10,531 | 22,010 | SH | | SOLE | | 22,010 | 0 | 0 |
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 7,221 | 41,910 | SH | | SOLE | | 41,910 | 0 | 0 |
JOHNSON & JOHNSON | COM | 478160104 | 8,957 | 73,820 | SH | | SOLE | | 73,820 | 0 | 0 |
KEYCORP NEW | COM | 493267108 | 3,355 | 171,690 | SH | | SOLE | | 171,690 | 0 | 0 |
KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 2,369 | 40,140 | SH | | SOLE | | 40,140 | 0 | 0 |
KIMBERLY CLARK CORP | COM | 494368103 | 3,092 | 29,350 | SH | | SOLE | | 29,350 | 0 | 0 |
KKR & CO L P DEL | COM UNITS | 48248M102 | 9,166 | 368,860 | SH | | SOLE | | 368,860 | 0 | 0 |
KOHLS CORP | COM | 500255104 | 6,946 | 95,280 | SH | | SOLE | | 95,280 | 0 | 0 |
L BRANDS INC | COM | 501797104 | 7,377 | 200,040 | SH | | SOLE | | 200,040 | 0 | 0 |
LAM RESEARCH CORP | COM | 512807108 | 6,019 | 34,820 | SH | | SOLE | | 34,820 | 0 | 0 |
LEAR CORP | COM NEW | 521865204 | 9,478 | 51,010 | SH | | SOLE | | 51,010 | 0 | 0 |
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 7,203 | 270,670 | SH | | SOLE | | 270,670 | 0 | 0 |
LOUISIANA PAC CORP | COM | 546347105 | 2,187 | 80,330 | SH | | SOLE | | 80,330 | 0 | 0 |
LOWES COS INC | COM | 548661107 | 205,305 | 2,148,213 | SH | | SOLE | | 2,148,213 | 0 | 0 |
LULULEMON ATHLETICA INC | COM | 550021109 | 29,316 | 234,810 | SH | | SOLE | | 234,810 | 0 | 0 |
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 4,420 | 40,240 | SH | | SOLE | | 40,240 | 0 | 0 |
M & T BK CORP | COM | 55261F104 | 7,980 | 46,900 | SH | | SOLE | | 46,900 | 0 | 0 |
MADDEN STEVEN LTD | COM | 556269108 | 2,564 | 48,280 | SH | | SOLE | | 48,280 | 0 | 0 |
MADISON SQUARE GARDEN CO NEW | CL A | 55825T103 | 7,649 | 24,660 | SH | | SOLE | | 24,660 | 0 | 0 |
MASTERCARD INCORPORATED | CL A | 57636Q104 | 224,205 | 1,140,877 | SH | | SOLE | | 1,140,877 | 0 | 0 |
MEDICINES CO | COM | 584688105 | 44,234 | 1,205,281 | SH | | SOLE | | 1,205,281 | 0 | 0 |
MEDIDATA SOLUTIONS INC | COM | 58471A105 | 1,740 | 21,600 | SH | | SOLE | | 21,600 | 0 | 0 |
METHANEX CORP | COM | 59151K108 | 4,634 | 65,530 | SH | | SOLE | | 65,530 | 0 | 0 |
MICHAEL KORS HLDGS LTD | SHS | G60754101 | 40,367 | 606,110 | SH | | SOLE | | 606,110 | 0 | 0 |
MICRON TECHNOLOGY INC | COM | 595112103 | 6,643 | 126,680 | SH | | SOLE | | 126,680 | 0 | 0 |
MICROSOFT CORP | COM | 594918104 | 423,657 | 4,296,293 | SH | | SOLE | | 4,296,293 | 0 | 0 |
MOHAWK INDS INC | COM | 608190104 | 318,792 | 1,487,806 | SH | | SOLE | | 1,487,806 | 0 | 0 |
MONRO INC | COM | 610236101 | 971 | 16,716 | SH | | SOLE | | 16,716 | 0 | 0 |
MORGAN STANLEY | COM NEW | 617446448 | 8,331 | 175,770 | SH | | SOLE | | 175,770 | 0 | 0 |
NAVIENT CORPORATION | COM | 63938C108 | 6,624 | 508,340 | SH | | SOLE | | 508,340 | 0 | 0 |
NEW MEDIA INVT GROUP INC | COM | 64704V106 | 12,365 | 669,120 | SH | | SOLE | | 669,120 | 0 | 0 |
NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 7,015 | 74,110 | SH | | SOLE | | 74,110 | 0 | 0 |
NORDSTROM INC | COM | 655664100 | 24,074 | 464,930 | SH | | SOLE | | 464,930 | 0 | 0 |
NUCOR CORP | COM | 670346105 | 8,364 | 133,820 | SH | | SOLE | | 133,820 | 0 | 0 |
NVIDIA CORP | COM | 67066G104 | 10,135 | 42,780 | SH | | SOLE | | 42,780 | 0 | 0 |
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 26,741 | 97,750 | SH | | SOLE | | 97,750 | 0 | 0 |
OLIN CORP | COM PAR $1 | 680665205 | 2,234 | 77,790 | SH | | SOLE | | 77,790 | 0 | 0 |
ON SEMICONDUCTOR CORP | COM | 682189105 | 8,208 | 369,130 | SH | | SOLE | | 369,130 | 0 | 0 |
OXFORD INDS INC | COM | 691497309 | 1,035 | 12,470 | SH | | SOLE | | 12,470 | 0 | 0 |
PACCAR INC | COM | 693718108 | 3,685 | 59,480 | SH | | SOLE | | 59,480 | 0 | 0 |
PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 43,214 | 12,173,094 | SH | | SOLE | | 12,173,094 | 0 | 0 |
PATRICK INDS INC | COM | 703343103 | 1,267 | 22,280 | SH | | SOLE | | 22,280 | 0 | 0 |
PEABODY ENERGY CORP NEW | COM | 704551100 | 8,150 | 179,207 | SH | | SOLE | | 179,207 | 0 | 0 |
PENTAIR PLC | SHS | G7S00T104 | 3,191 | 75,820 | SH | | SOLE | | 75,820 | 0 | 0 |
PERSPECTA INC | COM | 715347100 | 66,903 | 3,255,621 | SH | | SOLE | | 3,255,621 | 0 | 0 |
PETMED EXPRESS INC | COM | 716382106 | 243 | 5,525 | SH | | SOLE | | 5,525 | 0 | 0 |
PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | 6,228 | 620,980 | SH | | SOLE | | 620,980 | 0 | 0 |
POLARIS INDS INC | COM | 731068102 | 6,179 | 50,570 | SH | | SOLE | | 50,570 | 0 | 0 |
POST HLDGS INC | COM | 737446104 | 4,255 | 49,470 | SH | | SOLE | | 49,470 | 0 | 0 |
RALPH LAUREN CORP | CL A | 751212101 | 34,508 | 274,480 | SH | | SOLE | | 274,480 | 0 | 0 |
RAYONIER ADVANCED MATLS INC | COM | 75508B104 | 5,406 | 316,340 | SH | | SOLE | | 316,340 | 0 | 0 |
RED HAT INC | COM | 756577102 | 6,094 | 45,350 | SH | | SOLE | | 45,350 | 0 | 0 |
REGIONS FINL CORP NEW | COM | 7591EP100 | 6,989 | 393,060 | SH | | SOLE | | 393,060 | 0 | 0 |
RESMED INC | COM | 761152107 | 5,056 | 48,810 | SH | | SOLE | | 48,810 | 0 | 0 |
RH | COM | 74967X103 | 20,296 | 145,280 | SH | | SOLE | | 145,280 | 0 | 0 |
ROSS STORES INC | COM | 778296103 | 1,624 | 19,160 | SH | | SOLE | | 19,160 | 0 | 0 |
ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 7,201 | 443,940 | SH | | SOLE | | 443,940 | 0 | 0 |
RUTHS HOSPITALITY GROUP INC | COM | 783332109 | 105 | 3,760 | SH | | SOLE | | 3,760 | 0 | 0 |
S&P GLOBAL INC | COM | 78409V104 | 10,672 | 52,340 | SH | | SOLE | | 52,340 | 0 | 0 |
SALLY BEAUTY HLDGS INC | COM | 79546E104 | 3,172 | 197,910 | SH | | SOLE | | 197,910 | 0 | 0 |
SANTANDER CONSUMER USA HDG I | COM | 80283M101 | 7,385 | 386,870 | SH | | SOLE | | 386,870 | 0 | 0 |
SCHWAB CHARLES CORP NEW | COM | 808513105 | 212,969 | 4,167,695 | SH | | SOLE | | 4,167,695 | 0 | 0 |
SEALED AIR CORP NEW | COM | 81211K100 | 2,741 | 64,570 | SH | | SOLE | | 64,570 | 0 | 0 |
SEARS HLDGS CORP | COM | 812350106 | 5,534 | 2,335,058 | SH | | SOLE | | 2,335,058 | 0 | 0 |
SEAWORLD ENTMT INC | COM | 81282V100 | 22,067 | 1,011,299 | SH | | SOLE | | 1,011,299 | 0 | 0 |
SHERWIN WILLIAMS CO | COM | 824348106 | 620 | 1,520 | SH | | SOLE | | 1,520 | 0 | 0 |
SHIRE PLC | SPONSORED ADR | 82481R106 | 248,100 | 1,469,786 | SH | | SOLE | | 1,469,786 | 0 | 0 |
SHUTTERFLY INC | COM | 82568P304 | 1,565 | 17,380 | SH | | SOLE | | 17,380 | 0 | 0 |
SINA CORP | ORD | G81477104 | 6,553 | 77,380 | SH | | SOLE | | 77,380 | 0 | 0 |
SM ENERGY CO | COM | 78454L100 | 7,075 | 275,390 | SH | | SOLE | | 275,390 | 0 | 0 |
SNAP ON INC | COM | 833034101 | 5,606 | 34,880 | SH | | SOLE | | 34,880 | 0 | 0 |
SONIC CORP | COM | 835451105 | 1,333 | 38,725 | SH | | SOLE | | 38,725 | 0 | 0 |
SONY CORP | SPONSORED ADR | 835699307 | 8,062 | 157,280 | SH | | SOLE | | 157,280 | 0 | 0 |
SOTHEBYS | COM | 835898107 | 6,896 | 126,910 | SH | | SOLE | | 126,910 | 0 | 0 |
SOUTHWEST AIRLS CO | COM | 844741108 | 1,374 | 27,000 | SH | | SOLE | | 27,000 | 0 | 0 |
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 5,825 | 67,800 | SH | | SOLE | | 67,800 | 0 | 0 |
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 68,423 | 406,697 | SH | | SOLE | | 406,697 | 0 | 0 |
STARBUCKS CORP | COM | 855244109 | 7,386 | 151,190 | SH | | SOLE | | 151,190 | 0 | 0 |
STARS GROUP INC | COM | 85570W100 | 12,398 | 341,530 | SH | | SOLE | | 341,530 | 0 | 0 |
STEEL DYNAMICS INC | COM | 858119100 | 12,265 | 266,910 | SH | | SOLE | | 266,910 | 0 | 0 |
SYNOVUS FINL CORP | COM NEW | 87161C501 | 9,092 | 172,100 | SH | | SOLE | | 172,100 | 0 | 0 |
T MOBILE US INC | COM | 872590104 | 307,046 | 5,138,837 | SH | | SOLE | | 5,138,837 | 0 | 0 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADR | 874039100 | 6,910 | 189,010 | SH | | SOLE | | 189,010 | 0 | 0 |
TAL ED GROUP | SPONSORED ADS | 874080104 | 6,148 | 167,070 | SH | | SOLE | | 167,070 | 0 | 0 |
TAPESTRY INC | COM | 876030107 | 7,201 | 154,162 | SH | | SOLE | | 154,162 | 0 | 0 |
TARGET CORP | COM | 87612E106 | 21,230 | 278,900 | SH | | SOLE | | 278,900 | 0 | 0 |
TECK RESOURCES LTD | CL B | 878742204 | 6,977 | 274,130 | SH | | SOLE | | 274,130 | 0 | 0 |
TERADATA CORP DEL | COM | 88076W103 | 7,129 | 177,560 | SH | | SOLE | | 177,560 | 0 | 0 |
TEXAS INSTRS INC | COM | 882508104 | 7,106 | 64,450 | SH | | SOLE | | 64,450 | 0 | 0 |
TIFFANY & CO NEW | COM | 886547108 | 26,387 | 200,510 | SH | | SOLE | | 200,510 | 0 | 0 |
TIM PARTICIPACOES S A | SPONSORED ADR | 88706P205 | 7,084 | 420,140 | SH | | SOLE | | 420,140 | 0 | 0 |
TJX COS INC NEW | COM | 872540109 | 35,348 | 371,380 | SH | | SOLE | | 371,380 | 0 | 0 |
TRACTOR SUPPLY CO | COM | 892356106 | 17,784 | 232,501 | SH | | SOLE | | 232,501 | 0 | 0 |
TRANSOCEAN LTD | REG SHS | H8817H100 | 7,615 | 566,610 | SH | | SOLE | | 566,610 | 0 | 0 |
TWITTER INC | COM | 90184L102 | 11,209 | 256,680 | SH | | SOLE | | 256,680 | 0 | 0 |
U S SILICA HLDGS INC | COM | 90346E103 | 3,329 | 129,570 | SH | | SOLE | | 129,570 | 0 | 0 |
UNITED STATES STL CORP NEW | COM | 912909108 | 1,962 | 56,460 | SH | | SOLE | | 56,460 | 0 | 0 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 7,478 | 30,480 | SH | | SOLE | | 30,480 | 0 | 0 |
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 314,572 | 2,822,797 | SH | | SOLE | | 2,822,797 | 0 | 0 |
URBAN OUTFITTERS INC | COM | 917047102 | 21,224 | 476,410 | SH | | SOLE | | 476,410 | 0 | 0 |
V F CORP | COM | 918204108 | 143 | 1,750 | SH | | SOLE | | 1,750 | 0 | 0 |
VALE S A | ADR | 91912E105 | 6,731 | 525,060 | SH | | SOLE | | 525,060 | 0 | 0 |
VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 7,571 | 325,790 | SH | | SOLE | | 325,790 | 0 | 0 |
VERSO CORP | CL A | 92531L207 | 9,502 | 436,650 | SH | | SOLE | | 436,650 | 0 | 0 |
VISA INC | COM CL A | 92826C839 | 125,989 | 951,222 | SH | | SOLE | | 951,222 | 0 | 0 |
VMWARE INC | CL A COM | 928563402 | 9,710 | 66,070 | SH | | SOLE | | 66,070 | 0 | 0 |
WALMART INC | COM | 931142103 | 27,178 | 317,310 | SH | | SOLE | | 317,310 | 0 | 0 |
WARRIOR MET COAL INC | COM | 93627C101 | 9,922 | 359,890 | SH | | SOLE | | 359,890 | 0 | 0 |
WASTE CONNECTIONS INC | COM | 94106B101 | 253,398 | 3,366,070 | SH | | SOLE | | 3,366,070 | 0 | 0 |
WAYFAIR INC | CL A | 94419L101 | 922 | 7,760 | SH | | SOLE | | 7,760 | 0 | 0 |
WEIGHT WATCHERS INTL INC NEW | COM | 948626106 | 221 | 2,186 | SH | | SOLE | | 2,186 | 0 | 0 |
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 11,849 | 48,120 | SH | | SOLE | | 48,120 | 0 | 0 |
WENDYS CO | COM | 95058W100 | 181 | 10,540 | SH | | SOLE | | 10,540 | 0 | 0 |
WOLVERINE WORLD WIDE INC | COM | 978097103 | 3,030 | 87,130 | SH | | SOLE | | 87,130 | 0 | 0 |
YY INC | ADS REPCOM CLA | 98426T106 | 6,233 | 62,040 | SH | | SOLE | | 62,040 | 0 | 0 |
ZOES KITCHEN INC | COM | 98979J109 | 2,971 | 304,420 | SH | | SOLE | | 304,420 | 0 | 0 |
ZOETIS INC | CL A | 98978V103 | 10,104 | 118,600 | SH | | SOLE | | 118,600 | 0 | 0 |
ZUMIEZ INC | COM | 989817101 | 994 | 39,699 | SH | | SOLE | | 39,699 | 0 | 0 |