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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   3,162,886 13,438 SH   SOLE   0 0 13,438
AAON INC COM PAR $0.004 000360206   542,270 14,776 SH   SOLE   0 0 14,776
ABAXIS INC COM 002567105   824,086 16,641 SH   SOLE   0 0 16,641
ABB LTD SPONSORED ADR 000375204   1,373,659 51,218 SH   SOLE   0 0 51,218
ABBOTT LABS COM 002824100   1,905,792 33,394 SH   SOLE   0 0 33,394
ABBVIE INC COM 00287Y109   461,994 4,777 SH   SOLE   0 0 4,777
ADOBE SYS INC COM 00724F101   746,211 4,258 SH   SOLE   0 0 4,258
ADVANCED MICRO DEVICES INC COM 007903107   398,656 38,780 SH   SOLE   0 0 38,780
AIR PRODS & CHEMS INC COM 009158106   2,797,505 17,050 SH   SOLE   0 0 17,050
ALASKA AIR GROUP INC COM 011659109   415,405 5,651 SH   SOLE   0 0 5,651
ALEXION PHARMACEUTICALS INC COM 015351109   295,733 2,473 SH   SOLE   0 0 2,473
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   308,752 1,791 SH   SOLE   0 0 1,791
ALIGN TECHNOLOGY INC COM 016255101   696,788 3,136 SH   SOLE   0 0 3,136
ALMOST FAMILY INC COM 020409108   468,327 8,461 SH   SOLE   0 0 8,461
ALPHABET INC CAP STK CL A 02079K305   4,199,165 3,986 SH   SOLE   0 0 3,986
ALPHABET INC CAP STK CL C 02079K107   410,753 393 SH   SOLE   0 0 393
AMAZON COM INC COM 023135106   2,259,684 1,932 SH   SOLE   0 0 1,932
AMBARELLA INC SHS G037AX101   576,605 9,815 SH   SOLE   0 0 9,815
AMERICAN WOODMARK CORP COM 030506109   552,928 4,245 SH   SOLE   0 0 4,245
AMN HEALTHCARE SERVICES INC COM 001744101   1,015,676 20,623 SH   SOLE   0 0 20,623
AMPHENOL CORP NEW CL A 032095101   913,826 10,408 SH   SOLE   0 0 10,408
ANALOGIC CORP COM PAR $0.05 032657207   521,455 6,226 SH   SOLE   0 0 6,226
ANSYS INC COM 03662Q105   671,336 4,549 SH   SOLE   0 0 4,549
APPLE INC COM 037833100   7,236,867 42,764 SH   SOLE   0 0 42,764
APPLIED MATLS INC COM 038222105   912,053 17,841 SH   SOLE   0 0 17,841
APTARGROUP INC COM 038336103   311,730 3,613 SH   SOLE   0 0 3,613
ARCHER DANIELS MIDLAND CO COM 039483102   291,878 7,282 SH   SOLE   0 0 7,282
ARISTA NETWORKS INC COM 040413106   438,414 1,861 SH   SOLE   0 0 1,861
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,131,355 6,509 SH   SOLE   0 0 6,509
ASPEN TECHNOLOGY INC COM 045327103   969,934 14,652 SH   SOLE   0 0 14,652
ASTRAZENECA PLC SPONSORED ADR 046353108   729,807 21,032 SH   SOLE   0 0 21,032
ATHENAHEALTH INC COM 04685W103   202,088 1,519 SH   SOLE   0 0 1,519
AUTODESK INC COM 052769106   296,040 2,824 SH   SOLE   0 0 2,824
AUTOHOME INC SP ADR RP CL A 05278C107   2,145,698 33,179 SH   SOLE   0 0 33,179
AUTOLIV INC COM 052800109   557,491 4,387 SH   SOLE   0 0 4,387
AUTOMATIC DATA PROCESSING IN COM 053015103   1,704,757 14,547 SH   SOLE   0 0 14,547
AUTOZONE INC COM 053332102   1,527,599 2,147 SH   SOLE   0 0 2,147
AVALONBAY CMNTYS INC COM 053484101   3,469,671 19,448 SH   SOLE   0 0 19,448
BALCHEM CORP COM 057665200   577,385 7,164 SH   SOLE   0 0 7,164
BARNES GROUP INC COM 067806109   764,604 12,085 SH   SOLE   0 0 12,085
BECTON DICKINSON & CO COM 075887109   766,597 3,581 SH   SOLE   0 0 3,581
BED BATH & BEYOND INC COM 075896100   220,814 10,042 SH   SOLE   0 0 10,042
BEST BUY INC COM 086516101   943,538 13,780 SH   SOLE   0 0 13,780
BIOGEN INC COM 09062X103   532,941 1,673 SH   SOLE   0 0 1,673
BIOMARIN PHARMACEUTICAL INC COM 09061G101   521,645 5,850 SH   SOLE   0 0 5,850
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,021,261 26,784 SH   SOLE   0 0 26,784
BORGWARNER INC COM 099724106   529,939 10,373 SH   SOLE   0 0 10,373
BRISTOL MYERS SQUIBB CO COM 110122108   911,827 14,880 SH   SOLE   0 0 14,880
BROADCOM LTD SHS Y09827109   687,252 2,675 SH   SOLE   0 0 2,675
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   554,440 6,121 SH   SOLE   0 0 6,121
BRUKER CORP COM 116794108   312,587 9,108 SH   SOLE   0 0 9,108
BWX TECHNOLOGIES INC COM 05605H100   1,004,860 16,612 SH   SOLE   0 0 16,612
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   1,016,108 11,405 SH   SOLE   0 0 11,405
CA INC COM 12673P105   1,168,123 35,100 SH   SOLE   0 0 35,100
CADENCE DESIGN SYSTEM INC COM 127387108   849,263 20,308 SH   SOLE   0 0 20,308
CALAMP CORP COM 128126109   603,369 28,155 SH   SOLE   0 0 28,155
CALLON PETE CO DEL COM 13123X102   629,792 51,835 SH   SOLE   0 0 51,835
CAMBREX CORP COM 132011107   348,282 7,256 SH   SOLE   0 0 7,256
CAMPBELL SOUP CO COM 134429109   1,255,406 26,094 SH   SOLE   0 0 26,094
CARDINAL HEALTH INC COM 14149Y108   207,709 3,390 SH   SOLE   0 0 3,390
CARTER INC COM 146229109   1,835,413 15,622 SH   SOLE   0 0 15,622
CAVCO INDS INC DEL COM 149568107   640,938 4,200 SH   SOLE   0 0 4,200
CELANESE CORP DEL COM SER A 150870103   877,040 8,191 SH   SOLE   0 0 8,191
CELGENE CORP COM 151020104   999,633 9,579 SH   SOLE   0 0 9,579
CERNER CORP COM 156782104   331,209 4,915 SH   SOLE   0 0 4,915
CHARLES RIV LABS INTL INC COM 159864107   704,639 6,438 SH   SOLE   0 0 6,438
CHEVRON CORP NEW COM 166764100   3,762,793 30,057 SH   SOLE   0 0 30,057
CINTAS CORP COM 172908105   2,936,958 18,847 SH   SOLE   0 0 18,847
CITRIX SYS INC COM 177376100   1,378,080 15,660 SH   SOLE   0 0 15,660
CLOROX CO DEL COM 189054109   2,393,830 16,094 SH   SOLE   0 0 16,094
COCA COLA CO COM 191216100   1,500,795 32,711 SH   SOLE   0 0 32,711
COGNEX CORP COM 192422103   394,604 6,452 SH   SOLE   0 0 6,452
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,102,383 15,522 SH   SOLE   0 0 15,522
COHERENT INC COM 192479103   366,724 1,299 SH   SOLE   0 0 1,299
COLGATE PALMOLIVE CO COM 194162103   1,592,097 21,101 SH   SOLE   0 0 21,101
COMMUNITY HEALTHCARE TR INC COM 20369C106   718,799 25,580 SH   SOLE   0 0 25,580
COOPER COS INC COM NEW 216648402   951,482 4,367 SH   SOLE   0 0 4,367
COPART INC COM 217204106   1,378,245 31,911 SH   SOLE   0 0 31,911
CORESITE RLTY CORP COM 21870Q105   1,537,745 13,501 SH   SOLE   0 0 13,501
CORNING INC COM 219350105   1,960,851 61,296 SH   SOLE   0 0 61,296
COSTCO WHSL CORP NEW COM 22160K105   1,202,664 6,462 SH   SOLE   0 0 6,462
CUMMINS INC COM 231021106   907,918 5,140 SH   SOLE   0 0 5,140
DELTA AIR LINES INC DEL COM NEW 247361702   500,064 8,930 SH   SOLE   0 0 8,930
DENTSPLY SIRONA INC COM 24906P109   378,046 5,743 SH   SOLE   0 0 5,743
DEXCOM INC COM 252131107   338,027 5,890 SH   SOLE   0 0 5,890
DOLLAR GEN CORP NEW COM 256677105   2,117,516 22,767 SH   SOLE   0 0 22,767
DOLLAR TREE INC COM 256746108   208,409 1,942 SH   SOLE   0 0 1,942
DONALDSON INC COM 257651109   910,291 18,596 SH   SOLE   0 0 18,596
DORMAN PRODUCTS INC COM 258278100   507,029 8,293 SH   SOLE   0 0 8,293
DOVER CORP COM 260003108   2,901,384 28,729 SH   SOLE   0 0 28,729
DOWDUPONT INC COM 26078J100   1,165,862 16,370 SH   SOLE   0 0 16,370
DR PEPPER SNAPPLE GROUP INC COM 26138E109   577,372 5,949 SH   SOLE   0 0 5,949
DST SYS INC DEL COM 233326107   205,328 3,308 SH   SOLE   0 0 3,308
EATON CORP PLC SHS G29183103   452,591 5,728 SH   SOLE   0 0 5,728
ECOLAB INC COM 278865100   1,321,320 9,847 SH   SOLE   0 0 9,847
EDUCATION RLTY TR INC COM NEW 28140H203   956,401 27,388 SH   SOLE   0 0 27,388
EDWARDS LIFESCIENCES CORP COM 28176E108   659,831 5,854 SH   SOLE   0 0 5,854
ELECTRONIC ARTS INC COM 285512109   880,428 8,380 SH   SOLE   0 0 8,380
EMERSON ELEC CO COM 291011104   3,080,533 44,203 SH   SOLE   0 0 44,203
EOG RES INC COM 26875P101   373,265 3,459 SH   SOLE   0 0 3,459
EQUIFAX INC COM 294429105   489,722 4,153 SH   SOLE   0 0 4,153
EQUINIX INC COM PAR $0.001 29444U700   2,548,844 5,624 SH   SOLE   0 0 5,624
EQUITY LIFESTYLE PPTYS INC COM 29472R108   2,064,955 23,197 SH   SOLE   0 0 23,197
EXPEDIA INC DEL COM NEW 30212P303   266,368 2,224 SH   SOLE   0 0 2,224
EXXON MOBIL CORP COM 30231G102   1,241,671 14,845 SH   SOLE   0 0 14,845
F5 NETWORKS INC COM 315616102   550,490 4,195 SH   SOLE   0 0 4,195
FACEBOOK INC CL A 30303M102   7,762,294 43,989 SH   SOLE   0 0 43,989
FACTSET RESH SYS INC COM 303075105   1,125,209 5,837 SH   SOLE   0 0 5,837
FASTENAL CO COM 311900104   534,704 9,777 SH   SOLE   0 0 9,777
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   2,851,445 21,470 SH   SOLE   0 0 21,470
FIVE BELOW INC COM 33829M101   511,073 7,706 SH   SOLE   0 0 7,706
FLOWSERVE CORP COM 34354P105   271,852 6,453 SH   SOLE   0 0 6,453
FLUOR CORP NEW COM 343412102   378,061 7,320 SH   SOLE   0 0 7,320
FOOT LOCKER INC COM 344849104   520,462 11,102 SH   SOLE   0 0 11,102
FORTUNE BRANDS HOME & SEC IN COM 34964C106   417,895 6,106 SH   SOLE   0 0 6,106
FORWARD AIR CORP COM 349853101   767,848 13,368 SH   SOLE   0 0 13,368
FOX FACTORY HLDG CORP COM 35138V102   1,645,750 42,362 SH   SOLE   0 0 42,362
FRANKLIN ELEC INC COM 353514102   625,400 13,625 SH   SOLE   0 0 13,625
GAP INC DEL COM 364760108   1,319,029 38,727 SH   SOLE   0 0 38,727
GARMIN LTD SHS H2906T109   357,634 6,004 SH   SOLE   0 0 6,004
GARTNER INC COM 366651107   1,573,746 12,779 SH   SOLE   0 0 12,779
GENOMIC HEALTH INC COM 37244C101   374,240 10,943 SH   SOLE   0 0 10,943
GENUINE PARTS CO COM 372460105   2,789,276 29,358 SH   SOLE   0 0 29,358
GILDAN ACTIVEWEAR INC COM 375916103   1,329,924 41,174 SH   SOLE   0 0 41,174
GILEAD SCIENCES INC COM 375558103   416,207 5,810 SH   SOLE   0 0 5,810
GODADDY INC CL A 380237107   412,095 8,196 SH   SOLE   0 0 8,196
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   1,030,710 10,030 SH   SOLE   0 0 10,030
GRAINGER W W INC COM 384802104   2,868,970 12,144 SH   SOLE   0 0 12,144
GRANITE CONSTR INC COM 387328107   894,584 14,103 SH   SOLE   0 0 14,103
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   969,325 5,311 SH   SOLE   0 0 5,311
HEICO CORP NEW CL A 422806208   1,832,471 23,181 SH   SOLE   0 0 23,181
HELMERICH & PAYNE INC COM 423452101   1,071,399 16,575 SH   SOLE   0 0 16,575
HENRY JACK & ASSOC INC COM 426281101   274,154 2,344 SH   SOLE   0 0 2,344
HERSHEY CO COM 427866108   358,919 3,162 SH   SOLE   0 0 3,162
HEXCEL CORP NEW COM 428291108   200,951 3,249 SH   SOLE   0 0 3,249
HOLOGIC INC COM 436440101   1,320,608 30,891 SH   SOLE   0 0 30,891
HOME DEPOT INC COM 437076102   2,009,879 10,605 SH   SOLE   0 0 10,605
HONEYWELL INTL INC COM 438516106   1,031,876 6,728 SH   SOLE   0 0 6,728
HUNT J B TRANS SVCS INC COM 445658107   1,300,309 11,309 SH   SOLE   0 0 11,309
IHS MARKIT LTD SHS G47567105   1,089,862 24,139 SH   SOLE   0 0 24,139
ILLINOIS TOOL WKS INC COM 452308109   2,465,360 14,776 SH   SOLE   0 0 14,776
ILLUMINA INC COM 452327109   366,408 1,677 SH   SOLE   0 0 1,677
IMPERIAL OIL LTD COM NEW 453038408   1,217,065 39,021 SH   SOLE   0 0 39,021
INGERSOLL-RAND PLC SHS G47791101   696,485 7,809 SH   SOLE   0 0 7,809
INGREDION INC COM 457187102   503,450 3,601 SH   SOLE   0 0 3,601
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   611,365 12,774 SH   SOLE   0 0 12,774
INTEL CORP COM 458140100   941,983 20,407 SH   SOLE   0 0 20,407
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,928,134 12,634 SH   SOLE   0 0 12,634
INTUIT COM 461202103   711,297 4,508 SH   SOLE   0 0 4,508
IONIS PHARMACEUTICALS INC COM 462222100   371,566 7,387 SH   SOLE   0 0 7,387
IPG PHOTONICS CORP COM 44980X109   901,487 4,210 SH   SOLE   0 0 4,210
JACOBS ENGR GROUP INC DEL COM 469814107   395,226 5,992 SH   SOLE   0 0 5,992
JETBLUE AIRWAYS CORP COM 477143101   349,645 15,651 SH   SOLE   0 0 15,651
JOHNSON & JOHNSON COM 478160104   3,502,719 25,070 SH   SOLE   0 0 25,070
JPMORGAN CHASE & CO COM 46625H100   201,689 1,886 SH   SOLE   0 0 1,886
KEYSIGHT TECHNOLOGIES INC COM 49338L103   357,290 8,589 SH   SOLE   0 0 8,589
KFORCE INC COM 493732101   686,248 27,178 SH   SOLE   0 0 27,178
KIMBERLY CLARK CORP COM 494368103   2,209,135 18,309 SH   SOLE   0 0 18,309
KLA-TENCOR CORP COM 482480100   2,070,087 19,702 SH   SOLE   0 0 19,702
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   1,187,386 31,412 SH   SOLE   0 0 31,412
LAM RESEARCH CORP COM 512807108   2,316,855 12,587 SH   SOLE   0 0 12,587
LAUDER ESTEE COS INC CL A 518439104   2,081,937 16,362 SH   SOLE   0 0 16,362
LEAR CORP COM NEW 521865204   1,713,584 9,700 SH   SOLE   0 0 9,700
LEGGETT & PLATT INC COM 524660107   1,409,992 29,541 SH   SOLE   0 0 29,541
LILLY ELI & CO COM 532457108   1,466,282 17,361 SH   SOLE   0 0 17,361
LINCOLN ELEC HLDGS INC COM 533900106   457,259 4,993 SH   SOLE   0 0 4,993
LITTELFUSE INC COM 537008104   819,888 4,145 SH   SOLE   0 0 4,145
LOWES COS INC COM 548661107   1,701,797 18,311 SH   SOLE   0 0 18,311
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,500,505 13,601 SH   SOLE   0 0 13,601
MAGNA INTL INC COM 559222401   476,689 8,412 SH   SOLE   0 0 8,412
MANPOWERGROUP INC COM 56418H100   403,716 3,201 SH   SOLE   0 0 3,201
MARTIN MARIETTA MATLS INC COM 573284106   375,768 1,700 SH   SOLE   0 0 1,700
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   475,315 22,139 SH   SOLE   0 0 22,139
MASCO CORP COM 574599106   387,463 8,818 SH   SOLE   0 0 8,818
MASIMO CORP COM 574795100   497,105 5,862 SH   SOLE   0 0 5,862
MATADOR RES CO COM 576485205   622,139 19,985 SH   SOLE   0 0 19,985
MCCORMICK & CO INC COM NON VTG 579780206   1,512,858 14,845 SH   SOLE   0 0 14,845
MEDTRONIC PLC SHS G5960L103   3,075,901 38,092 SH   SOLE   0 0 38,092
MERCK & CO INC COM 58933Y105   1,322,010 23,494 SH   SOLE   0 0 23,494
METHODE ELECTRS INC COM 591520200   487,444 12,156 SH   SOLE   0 0 12,156
METTLER TOLEDO INTERNATIONAL COM 592688105   1,585,196 2,559 SH   SOLE   0 0 2,559
MICROCHIP TECHNOLOGY INC COM 595017104   1,930,067 21,963 SH   SOLE   0 0 21,963
MICROSOFT CORP COM 594918104   4,701,616 54,964 SH   SOLE   0 0 54,964
MOHAWK INDS INC COM 608190104   866,326 3,140 SH   SOLE   0 0 3,140
MONSTER BEVERAGE CORP NEW COM 61174X109   729,650 11,529 SH   SOLE   0 0 11,529
MOODYS CORP COM 615369105   432,645 2,931 SH   SOLE   0 0 2,931
NATIONAL OILWELL VARCO INC COM 637071101   1,098,695 30,502 SH   SOLE   0 0 30,502
NAVIGANT CONSULTING INC COM 63935N107   746,302 38,449 SH   SOLE   0 0 38,449
NEWMARKET CORP COM 651587107   201,477 507 SH   SOLE   0 0 507
NIKE INC CL B 654106103   209,307 3,346 SH   SOLE   0 0 3,346
NOVARTIS A G SPONSORED ADR 66987V109   1,317,926 15,697 SH   SOLE   0 0 15,697
NOVO-NORDISK A S ADR 670100205   2,318,605 43,201 SH   SOLE   0 0 43,201
NU SKIN ENTERPRISES INC CL A 67018T105   306,421 4,491 SH   SOLE   0 0 4,491
NUCOR CORP COM 670346105   1,173,787 18,462 SH   SOLE   0 0 18,462
O REILLY AUTOMOTIVE INC NEW COM 67103H107   769,144 3,198 SH   SOLE   0 0 3,198
OCCIDENTAL PETE CORP DEL COM 674599105   933,965 12,679 SH   SOLE   0 0 12,679
OLD DOMINION FGHT LINES INC COM 679580100   1,631,045 12,399 SH   SOLE   0 0 12,399
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   1,539,007 28,902 SH   SOLE   0 0 28,902
OMNICELL INC COM 68213N109   372,097 7,672 SH   SOLE   0 0 7,672
OPKO HEALTH INC COM 68375N103   75,137 15,334 SH   SOLE   0 0 15,334
PACKAGING CORP AMER COM 695156109   1,429,964 11,862 SH   SOLE   0 0 11,862
PALO ALTO NETWORKS INC COM 697435105   395,578 2,729 SH   SOLE   0 0 2,729
PANDORA MEDIA INC COM 698354107   120,606 25,022 SH   SOLE   0 0 25,022
PARKER HANNIFIN CORP COM 701094104   2,391,370 11,982 SH   SOLE   0 0 11,982
PAYCOM SOFTWARE INC COM 70432V102   364,634 4,539 SH   SOLE   0 0 4,539
PC CONNECTION INC COM 69318J100   340,185 12,979 SH   SOLE   0 0 12,979
PEPSICO INC COM 713448108   2,790,947 23,273 SH   SOLE   0 0 23,273
PHILLIPS 66 COM 718546104   1,139,739 11,268 SH   SOLE   0 0 11,268
PILGRIMS PRIDE CORP NEW COM 72147K108   876,613 28,223 SH   SOLE   0 0 28,223
PPG INDS INC COM 693506107   2,169,693 18,573 SH   SOLE   0 0 18,573
PRICELINE GRP INC COM NEW 741503403   1,033,216 595 SH   SOLE   0 0 595
PROCTER AND GAMBLE CO COM 742718109   2,689,824 29,275 SH   SOLE   0 0 29,275
PS BUSINESS PKS INC CALIF COM 69360J107   1,767,075 14,126 SH   SOLE   0 0 14,126
PUBLIC STORAGE COM 74460D109   6,164,164 29,494 SH   SOLE   0 0 29,494
PVH CORP COM 693656100   555,659 4,050 SH   SOLE   0 0 4,050
QUALCOMM INC COM 747525103   402,962 6,294 SH   SOLE   0 0 6,294
QUANTA SVCS INC COM 74762E102   2,087,900 53,385 SH   SOLE   0 0 53,385
RALPH LAUREN CORP CL A 751212101   449,268 4,333 SH   SOLE   0 0 4,333
RANDGOLD RES LTD ADR 752344309   965,012 9,758 SH   SOLE   0 0 9,758
RBC BEARINGS INC COM 75524B104   1,318,501 10,431 SH   SOLE   0 0 10,431
RED HAT INC COM 756577102   598,291 4,982 SH   SOLE   0 0 4,982
REGENCY CTRS CORP COM 758849103   996,274 14,401 SH   SOLE   0 0 14,401
ROBERT HALF INTL INC COM 770323103   996,944 17,950 SH   SOLE   0 0 17,950
ROCKWELL AUTOMATION INC COM 773903109   2,296,286 11,695 SH   SOLE   0 0 11,695
ROSS STORES INC COM 778296103   1,726,091 21,509 SH   SOLE   0 0 21,509
RPM INTL INC COM 749685103   334,125 6,374 SH   SOLE   0 0 6,374
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203   1,343,556 12,895 SH   SOLE   0 0 12,895
SALESFORCE COM INC COM 79466L302   866,591 8,477 SH   SOLE   0 0 8,477
SAP SE SPON ADR 803054204   1,031,184 9,178 SH   SOLE   0 0 9,178
SCHEIN HENRY INC COM 806407102   1,021,785 14,622 SH   SOLE   0 0 14,622
SCHLUMBERGER LTD COM 806857108   1,582,500 23,483 SH   SOLE   0 0 23,483
SENSIENT TECHNOLOGIES CORP COM 81725T100   604,435 8,263 SH   SOLE   0 0 8,263
SERVICENOW INC COM 81762P102   773,473 5,932 SH   SOLE   0 0 5,932
SHERWIN WILLIAMS CO COM 824348106   2,092,446 5,103 SH   SOLE   0 0 5,103
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   485,720 9,171 SH   SOLE   0 0 9,171
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864   172,680 20,533 SH   SOLE   0 0 20,533
SIRIUS XM HLDGS INC COM 82968B103   864,417 161,272 SH   SOLE   0 0 161,272
SKECHERS U S A INC CL A 830566105   295,152 7,800 SH   SOLE   0 0 7,800
SKYWORKS SOLUTIONS INC COM 83088M102   2,010,467 21,174 SH   SOLE   0 0 21,174
SONOCO PRODS CO COM 835495102   385,964 7,263 SH   SOLE   0 0 7,263
SOUTHERN COPPER CORP COM 84265V105   2,523,730 53,187 SH   SOLE   0 0 53,187
SOUTHWEST AIRLS CO COM 844741108   1,136,008 17,357 SH   SOLE   0 0 17,357
SPDR GOLD TRUST GOLD SHS 78463V107   590,429 4,775 SH   SOLE   0 0 4,775
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   528,788 6,061 SH   SOLE   0 0 6,061
SPLUNK INC COM 848637104   428,614 5,174 SH   SOLE   0 0 5,174
SQUARE INC CL A 852234103   400,924 11,564 SH   SOLE   0 0 11,564
STANLEY BLACK & DECKER INC COM 854502101   2,218,445 13,074 SH   SOLE   0 0 13,074
STARBUCKS CORP COM 855244109   886,595 15,438 SH   SOLE   0 0 15,438
STEEL DYNAMICS INC COM 858119100   1,397,123 32,393 SH   SOLE   0 0 32,393
STRYKER CORP COM 863667101   947,899 6,122 SH   SOLE   0 0 6,122
SYKES ENTERPRISES INC COM 871237103   473,250 15,048 SH   SOLE   0 0 15,048
SYNERGY PHARMACEUTICALS DEL COM NEW 871639308   72,807 32,649 SH   SOLE   0 0 32,649
TABLEAU SOFTWARE INC CL A 87336U105   780,230 11,275 SH   SOLE   0 0 11,275
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   1,637,247 41,292 SH   SOLE   0 0 41,292
TAPESTRY INC COM 876030107   1,387,320 31,366 SH   SOLE   0 0 31,366
TE CONNECTIVITY LTD REG SHS H84989104   857,433 9,022 SH   SOLE   0 0 9,022
TESLA INC COM 88160R101   249,598 802 SH   SOLE   0 0 802
TETRA TECH INC NEW COM 88162G103   640,057 13,293 SH   SOLE   0 0 13,293
THOR INDS INC COM 885160101   1,969,340 13,066 SH   SOLE   0 0 13,066
TIFFANY & CO NEW COM 886547108   495,213 4,764 SH   SOLE   0 0 4,764
TJX COS INC NEW COM 872540109   795,370 10,402 SH   SOLE   0 0 10,402
TRANSUNION COM 89400J107   1,107,004 20,142 SH   SOLE   0 0 20,142
TYLER TECHNOLOGIES INC COM 902252105   882,948 4,987 SH   SOLE   0 0 4,987
U S PHYSICAL THERAPY INC COM 90337L108   414,453 5,740 SH   SOLE   0 0 5,740
ULTA BEAUTY INC COM 90384S303   930,540 4,161 SH   SOLE   0 0 4,161
UNILEVER PLC SPON ADR NEW 904767704   354,518 6,406 SH   SOLE   0 0 6,406
UNION PAC CORP COM 907818108   1,972,815 14,712 SH   SOLE   0 0 14,712
UNITED THERAPEUTICS CORP DEL COM 91307C102   405,202 2,739 SH   SOLE   0 0 2,739
V F CORP COM 918204108   1,523,754 20,591 SH   SOLE   0 0 20,591
VERISIGN INC COM 92343E102   723,666 6,324 SH   SOLE   0 0 6,324
WABCO HLDGS INC COM 92927K102   906,633 6,318 SH   SOLE   0 0 6,318
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,977,303 27,228 SH   SOLE   0 0 27,228
WAL-MART STORES INC COM 931142103   3,371,693 34,144 SH   SOLE   0 0 34,144
WATERS CORP COM 941848103   1,290,509 6,680 SH   SOLE   0 0 6,680
WESTLAKE CHEM CORP COM 960413102   224,246 2,105 SH   SOLE   0 0 2,105
WEYERHAEUSER CO COM 962166104   406,566 11,531 SH   SOLE   0 0 11,531
WILLIAMS SONOMA INC COM 969904101   460,182 8,901 SH   SOLE   0 0 8,901
WORKDAY INC CL A 98138H101   559,061 5,495 SH   SOLE   0 0 5,495
XILINX INC COM 983919101   1,158,436 17,182 SH   SOLE   0 0 17,182
XYLEM INC COM 98419M100   223,150 3,272 SH   SOLE   0 0 3,272
ZILLOW GROUP INC CL C CAP STK 98954M200   237,009 5,792 SH   SOLE   0 0 5,792
ZOETIS INC CL A 98978V103   1,022,608 14,195 SH   SOLE   0 0 14,195