The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100 56,013 248,130 SH   SOLE   248,130 0 0
AMAZON COM INC COM 023135106 42,211 21,074 SH   SOLE   21,074 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 40,675 921,080 SH   SOLE   921,080 0 0
ALPHABET INC CAP STK CL A 02079K305 38,149 31,604 SH   SOLE   31,604 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 37,516 227,700 SH   SOLE   227,700 0 0
INFOSYS LTD SPONSORED ADR 456788108 37,370 3,674,500 SH   SOLE   3,674,500 0 0
MICROSOFT CORP COM 594918104 36,907 322,700 SH   SOLE   322,700 0 0
UNITEDHEALTH GPOUP INC COM 91324P102 36,396 136,807 SH   SOLE   136,807 0 0
MASTERCARD INC CL A 57636Q104 32,434 145,700 SH   SOLE   145,700 0 0
BAIDU INC SPON ADR REP A 056752108 31,261 136,700 SH   SOLE   136,700 0 0
HCA HOLDINGS INC COM 40412C101 30,954 222,500 SH   SOLE   222,500 0 0
MARATHON PETE CORP COM 56585A102 29,445 368,200 SH   SOLE   368,200 0 0
CBRE GROUP INC CL A 12504L109 29,357 665,700 SH   SOLE   665,700 0 0
CENTENE CORP DEL COM 15135B101 27,233 188,100 SH   SOLE   188,100 0 0
JP MORGAN CHASE & CO COM 46625H100 26,911 238,490 SH   SOLE   238,490 0 0
PRA HEALTH SCIENCES INC COM 69354M108 26,212 237,880 SH   SOLE   237,880 0 0
TRANSDIGM GROUP INC COM 893641100 26,210 70,400 SH   SOLE   70,400 0 0
MOMO INC ADR 60879B107 26,043 594,600 SH   SOLE   594,600 0 0
CDW CORP COM 12514G108 25,201 283,411 SH   SOLE   283,411 0 0
CIGNA CORP COM 125509109 24,657 118,400 SH   SOLE   118,400 0 0
ALIGN TECHNOLOGY INC COM 016255101 24,594 62,866 SH   SOLE   62,866 0 0
COPART INC COM 217204106 24,304 471,644 SH   SOLE   471,644 0 0
VISA INC COM CL A 92826C839 24,188 161,159 SH   SOLE   161,159 0 0
WORLDPAY INC CL A 981558109 23,292 230,000 SH   SOLE   230,000 0 0
ABBVIE INC COM 00287Y109 22,633 239,300 SH   SOLE   239,300 0 0
LANDSTAR SYS INC COM 515098101 22,434 183,885 SH   SOLE   183,885 0 0
BIOGEN IDEC INC COM 09062X103 22,223 62,900 SH   SOLE   62,900 0 0
GENTEX CORP COM 371901109 22,115 1,030,500 SH   SOLE   1,030,500 0 0
ARISTA NETWORKS INC COM 040413106 21,783 81,935 SH   SOLE   81,935 0 0
EVERCORE PARTNERS INC CLASS A 29977A105 20,803 206,888 SH   SOLE   206,888 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 20,487 387,800 SH   SOLE   387,800 0 0
AFLAC INC COM 001055102 20,334 432,000 SH   SOLE   432,000 0 0
AETNA INC NEW COM 00817Y108 20,008 98,633 SH   SOLE   98,633 0 0
STEEL DYNAMICS INC COM 858119100 19,493 431,350 SH   SOLE   431,350 0 0
PRICE T ROWE GROUP INC COM 74144T108 19,259 176,400 SH   SOLE   176,400 0 0
UNITED RENTALS INC COM 911363109 18,994 116,100 SH   SOLE   116,100 0 0
PAYCOM SOFTWARE INC COM 70432V102 18,348 118,064 SH   SOLE   118,064 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 18,160 102,700 SH   SOLE   102,700 0 0
GALLAGHER ARTHUR J & CO COM 363576109 18,063 242,650 SH   SOLE   242,650 0 0
PROGRESSIVE CORP OHIO COM 743315103 17,781 250,300 SH   SOLE   250,300 0 0
JOHNSON & JOHNSON COM 478160104 17,727 128,298 SH   SOLE   128,298 0 0
AMC NETWORKS INC CL A 00164V103 16,983 256,000 SH   SOLE   256,000 0 0
DISCOVERY INC COM SER A 25470F104 15,779 493,100 SH   SOLE   493,100 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 15,429 271,500 SH   SOLE   271,500 0 0
ANTHEM INC COM 036752103 15,292 55,800 SH   SOLE   55,800 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 14,818 284,900 SH   SOLE   284,900 0 0
REGENERON PHARMACEUTICALS COM 75886F107 14,626 36,200 SH   SOLE   36,200 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 14,553 293,700 SH   SOLE   293,700 0 0
LITTLEFUSE INC COM 537008104 14,429 72,916 SH   SOLE   72,916 0 0
MICRON TECHNOLOGY INC COM 595112103 14,107 311,900 SH   SOLE   311,900 0 0
FACEBOOK INC CL A 30303M102 13,926 84,680 SH   SOLE   84,680 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 13,864 179,100 SH   SOLE   179,100 0 0
ASGN INC COM 00191U102 12,142 153,838 SH   SOLE   153,838 0 0
SYNOPSYS INC COM 871607107 11,380 115,400 SH   SOLE   115,400 0 0
BOOKING HLDGS INC COM 09857L108 11,029 5,559 SH   SOLE   5,559 0 0
AARONS INC COM PAR $0.50 002535300 10,867 199,549 SH   SOLE   199,549 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 10,840 127,100 SH   SOLE   127,100 0 0
LAZARD LTD SHS A G54050102 10,290 213,800 SH   SOLE   213,800 0 0
S&P GLOBAL INC COM 78409V104 10,121 51,800 SH   SOLE   51,800 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 9,999 31,200 SH   SOLE   31,200 0 0
D R HORTON INC COM 23331A109 9,271 219,800 SH   SOLE   219,800 0 0
MOELIS & CO CL A 60786M105 9,111 166,255 SH   SOLE   166,255 0 0
BROADCOM INC COM 11135F101 8,312 33,687 SH   SOLE   33,687 0 0
ROPER INDS INC NEW COM 776696106 8,080 27,278 SH   SOLE   27,278 0 0
RAYTHEON CO COM NEW 755111507 7,457 36,085 SH   SOLE   36,085 0 0
STATE STR CORP COM 857477103 6,912 82,500 SH   SOLE   82,500 0 0
LGI HOMES INC COM 50187T106 6,741 142,098 SH   SOLE   142,098 0 0
COMCAST CORP NEW CL A SPL 20030N101 6,546 184,871 SH   SOLE   184,871 0 0
VMWARE INC CL A COM 928563402 6,367 40,800 SH   SOLE   40,800 0 0
YY INC ADS REPCOM CL A 98426T106 5,754 76,800 SH   SOLE   76,800 0 0
ARROW ELECTRS INC COM 042735100 5,691 77,200 SH   SOLE   77,200 0 0
BORGWARNER INC COM 099724106 5,476 128,000 SH   SOLE   128,000 0 0
NICE LTD SPONSORED ADR 653656108 5,380 47,000 SH   SOLE   47,000 0 0
GARMIN LTD SHS H2906T109 5,366 76,600 SH   SOLE   76,600 0 0
LPL FINL HLDGS INC COM 50212V100 5,141 79,700 SH   SOLE   79,700 0 0
INTEL CORP COM 458140100 5,088 107,600 SH   SOLE   107,600 0 0
CVS CAREMARK CORPORATION COM 126650100 5,038 64,000 SH   SOLE   64,000 0 0
EURONET WORLDWIDE INC COM 298736109 4,901 48,900 SH   SOLE   48,900 0 0
INGERSOLL-RAND PLC SHS G47791101 4,808 47,000 SH   SOLE   47,000 0 0
AMPHENOL CORP NEW CL A 032095101 4,776 50,800 SH   SOLE   50,800 0 0
OLD DOMINION FGHT LINES INC COM 679580100 4,564 28,300 SH   SOLE   28,300 0 0
ORION ENGINEERED CARBONS S A COM L72967109 4,387 136,676 SH   SOLE   136,676 0 0
EAST WEST BANCORP INC COM 27579R104 4,214 69,800 SH   SOLE   69,800 0 0
KLA-TENCOR CORP COM 482480100 4,140 40,700 SH   SOLE   40,700 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,035 42,500 SH   SOLE   42,500 0 0
DANA INCORPORATED COM 235825205 3,924 210,200 SH   SOLE   210,200 0 0
SMITH AO COM 831865209 3,824 71,652 SH   SOLE   71,652 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2,932 28,600 SH   SOLE   28,600 0 0
LOUISIANA PAC CORP COM 546347105 2,093 79,000 SH   SOLE   79,000 0 0
CINTAS CORP COM 172908105 2,049 10,359 SH   SOLE   10,359 0 0
FOX FACTORY HLDG CORP COM 35138V102 676 9,653 SH   SOLE   9,653 0 0
MEDPACE HLDGS INC COM 58506Q109 676 11,284 SH   SOLE   11,284 0 0
MCBC HLDGS INC COM 55276F107 653 18,209 SH   SOLE   18,209 0 0
GREEN DOT CORP CL A 39304D102 639 7,194 SH   SOLE   7,194 0 0
VONAGE HLDGS CORP COM 92886T201 585 41,304 SH   SOLE   41,304 0 0
AMEDISYS INC COM 023436108 563 4,506 SH   SOLE   4,506 0 0
ENTEGRIS INC COM 29362U104 529 18,262 SH   SOLE   18,262 0 0
HEICO CORP NEW CL A 422806109 514 5,547 SH   SOLE   5,547 0 0
FORWARD AIR CORP COM 349853101 511 7,125 SH   SOLE   7,125 0 0
DECKERS OUTDOOR CORP COM 243537107 501 4,223 SH   SOLE   4,223 0 0
ORBOTECH LTD ORD SHS CL A M75253100 486 8,182 SH   SOLE   8,182 0 0
GENERAC HLDGS INC COM 368736104 476 8,441 SH   SOLE   8,441 0 0
LADDER CAP CORP CL A 505743104 460 27,135 SH   SOLE   27,135 0 0
NV5 GLOBAL INC COM 62945V109 457 5,269 SH   SOLE   5,269 0 0
CONTROL4 CORP COM 21240D107 455 13,262 SH   SOLE   13,262 0 0
TREX CO INC COM 89531P105 454 5,902 SH   SOLE   5,902 0 0
LHC GROUP INC COM 50187A107 451 4,375 SH   SOLE   4,375 0 0
ATKORE INTL GROUP INC COM 047649108 450 16,966 SH   SOLE   16,966 0 0
NMI HLDGS INC CL A 629209305 441 19,483 SH   SOLE   19,483 0 0
PATRICK INDS INC COM 703343103 441 7,454 SH   SOLE   7,454 0 0
GENTHERM INC COM 37253A103 432 9,504 SH   SOLE   9,504 0 0
ONEMAIN HLDGS INC COM 68268W103 428 12,745 SH   SOLE   12,745 0 0
HUB GROUP INC CL A 443320106 420 9,205 SH   SOLE   9,205 0 0
HOULIHAN LOKEY INC CL A 441593100 420 9,342 SH   SOLE   9,342 0 0
ECHO GLOBAL LOGISTICS INC COM 27875T101 414 13,363 SH   SOLE   13,363 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 413 3,628 SH   SOLE   3,628 0 0
MALIBU BOATS INC COM CL A 56117J100 412 7,521 SH   SOLE   7,521 0 0
HEALTH INS INNOVATIONS INC COM CL A 42225K106 404 6,546 SH   SOLE   6,546 0 0
REGIONAL MGMT CORP COM 75902K106 402 13,927 SH   SOLE   13,927 0 0
KADANT INC COM 48282T104 398 3,690 SH   SOLE   3,690 0 0
BALCHEM CORP COM 057665200 395 3,524 SH   SOLE   3,524 0 0
AMERICAN EQTY INVT LIFE HLD COM 025676206 390 11,020 SH   SOLE   11,020 0 0
MSA SAFETY INC COM 553498106 388 3,642 SH   SOLE   3,642 0 0
MOLINA HEALTHCARE INC COM 60855R100 385 2,586 SH   SOLE   2,586 0 0
RADIAN GROUP INC COM 750236101 382 18,477 SH   SOLE   18,477 0 0
SOLARIS OILFIELD INFRSTR INC COM CL A 83418M103 382 20,215 SH   SOLE   20,215 0 0
PGT INNOVATIONS INC COM 69336V101 380 17,603 SH   SOLE   17,603 0 0
INGEVITY CORP COM 45688C107 366 3,588 SH   SOLE   3,588 0 0
ESSENT GROUP LTD COM G3198U102 357 8,077 SH   SOLE   8,077 0 0
LCI INDS COM 50189K103 355 4,291 SH   SOLE   4,291 0 0
INSIGHT ENTERPRISES INC COM 45765U103 354 6,550 SH   SOLE   6,550 0 0
BELDEN INC COM 077454106 351 4,917 SH   SOLE   4,917 0 0
CHOICE HOTELS INTL INC COM 169905106 340 4,083 SH   SOLE   4,083 0 0
GRAND CANYON ED INC COM 38526M106 339 3,005 SH   SOLE   3,005 0 0
MERCER INTL INC COM 588056101 338 20,096 SH   SOLE   20,096 0 0
CAL MAINE FOODS INC COM NEW 128030202 332 6,875 SH   SOLE   6,875 0 0
KULICKE & SOFFA INDS INC COM 501242101 332 13,920 SH   SOLE   13,920 0 0
FIRST DEFIANCE FINL CORP COM 32006W106 324 10,764 SH   SOLE   10,764 0 0
EMCOR GROUP INC COM 29084Q100 324 4,308 SH   SOLE   4,308 0 0
NANOMETRICS INC COM 630077105 321 8,556 SH   SOLE   8,556 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 320 4,660 SH   SOLE   4,660 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 320 5,956 SH   SOLE   5,956 0 0
KFORCE INC COM 493732101 319 8,480 SH   SOLE   8,480 0 0
TTM TECHNOLOGIES INC COM 87305R109 314 19,753 SH   SOLE   19,753 0 0
STAMPS INC COM NEW 852857200 301 1,330 SH   SOLE   1,330 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 284 3,866 SH   SOLE   3,866 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 266 3,115 SH   SOLE   3,115 0 0