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
AXCELIS TECHNOLOGIES INC COM NEW 054540208 364 12,685 SH   SOLE   0 0 12,685
ENCORE CAP GROUP INC COM 292554102 277 6,587 SH   SOLE   0 0 6,587
MICRON TECHNOLOGY INC COM 595112103 4,239 103,099 SH   SOLE   0 0 103,099
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 210 3,467 SH   SOLE   0 0 3,467
ADOBE SYS INC COM 00724F101 6,979 39,826 SH   SOLE   0 0 39,826
PFIZER INC COM 717081103 2,461 67,954 SH   SOLE   0 0 67,954
DEERE & CO COM 244199105 545 3,484 SH   SOLE   0 0 3,484
DISNEY WALT CO COM DISNEY 254687106 454 4,219 SH   SOLE   0 0 4,219
MASTERCARD INCORPORATED CL A 57636Q104 4,035 26,656 SH   SOLE   0 0 26,656
NETAPP INC COM 64110D104 518 9,361 SH   SOLE   0 0 9,361
SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 255 1,030 SH   SOLE   0 0 1,030
WABASH NATL CORP COM 929566107 344 15,833 SH   SOLE   0 0 15,833
COSTAR GROUP INC COM 22160N109 280 944 SH   SOLE   0 0 944
IPG PHOTONICS CORP COM 44980X109 1,087 5,077 SH   SOLE   0 0 5,077
MERCURY SYS INC COM 589378108 391 7,622 SH   SOLE   0 0 7,622
ROBERT HALF INTL INC COM 770323103 918 16,528 SH   SOLE   0 0 16,528
SPARTAN MTRS INC COM 846819100 307 19,487 SH   SOLE   0 0 19,487
XYLEM INC COM 98419M100 3,764 55,185 SH   SOLE   0 0 55,185
AMERICAN EXPRESS CO COM 025816109 2,501 25,188 SH   SOLE   0 0 25,188
BWX TECHNOLOGIES INC COM 05605H100 798 13,198 SH   SOLE   0 0 13,198
COGNEX CORP COM 192422103 429 7,012 SH   SOLE   0 0 7,012
GREEN DOT CORP CL A 39304D102 296 4,904 SH   SOLE   0 0 4,904
INTUITIVE SURGICAL INC COM NEW 46120E602 7,250 19,867 SH   SOLE   0 0 19,867
JETBLUE AIRWAYS CORP COM 477143101 461 20,640 SH   SOLE   0 0 20,640
SELECT SECTOR SPDR TR ENERGY 81369Y506 213 2,952 SH   SOLE   0 0 2,952
HARRIS CORP DEL COM 413875105 2,971 20,971 SH   SOLE   0 0 20,971
RED HAT INC COM 756577102 3,672 30,573 SH   SOLE   0 0 30,573
AMETEK INC NEW COM 031100100 3,833 52,892 SH   SOLE   0 0 52,892
CASELLA WASTE SYS INC CL A 147448104 429 18,624 SH   SOLE   0 0 18,624
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,021 56,615 SH   SOLE   0 0 56,615
FINISAR CORP COM NEW 31787A507 331 16,285 SH   SOLE   0 0 16,285
PULTE GROUP INC COM 745867101 3,517 105,779 SH   SOLE   0 0 105,779
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 208 3,661 SH   SOLE   0 0 3,661
ABIOMED INC COM 003654100 1,052 5,612 SH   SOLE   0 0 5,612
SOUTHWEST AIRLS CO COM 844741108 1,013 15,476 SH   SOLE   0 0 15,476
APPLE INC COM 037833100 6,408 37,867 SH   SOLE   0 0 37,867
EXPRESS SCRIPTS HLDG CO COM 30219G108 364 4,872 SH   SOLE   0 0 4,872
HUNT J B TRANS SVCS INC COM 445658107 4,283 37,246 SH   SOLE   0 0 37,246
MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 305 2,254 SH   SOLE   0 0 2,254
CIGNA CORPORATION COM 125509109 3,701 18,224 SH   SOLE   0 0 18,224
NEUROCRINE BIOSCIENCES INC COM 64125C109 505 6,511 SH   SOLE   0 0 6,511
QUALYS INC COM 74758T303 891 15,007 SH   SOLE   0 0 15,007
TOYOTA MOTOR CORP SP ADR REP2COM 892331307 428 3,362 SH   SOLE   0 0 3,362
BORGWARNER INC COM 099724106 3,346 65,489 SH   SOLE   0 0 65,489
LOWES COS INC COM 548661107 490 5,274 SH   SOLE   0 0 5,274
TRINET GROUP INC COM 896288107 489 11,027 SH   SOLE   0 0 11,027
WYNN RESORTS LTD COM 983134107 8,234 48,838 SH   SOLE   0 0 48,838
TEXAS INSTRS INC COM 882508104 5,123 49,050 SH   SOLE   0 0 49,050
BOEING CO COM 097023105 6,669 22,614 SH   SOLE   0 0 22,614
DIPLOMAT PHARMACY INC COM 25456K101 544 27,105 SH   SOLE   0 0 27,105
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 361 16,126 SH   SOLE   0 0 16,126
ILLUMINA INC COM 452327109 3,842 17,585 SH   SOLE   0 0 17,585
MASIMO CORP COM 574795100 1,176 13,864 SH   SOLE   0 0 13,864
PACCAR INC COM 693718108 4,133 58,151 SH   SOLE   0 0 58,151
ROGERS CORP COM 775133101 309 1,909 SH   SOLE   0 0 1,909
CARE COM INC COM 141633107 465 25,800 SH   SOLE   0 0 25,800
CUMMINS INC COM 231021106 554 3,136 SH   SOLE   0 0 3,136
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 311 3,313 SH   SOLE   0 0 3,313
MADDEN STEVEN LTD COM 556269108 476 10,189 SH   SOLE   0 0 10,189
MAGNA INTL INC COM 559222401 932 16,448 SH   SOLE   0 0 16,448
TERADYNE INC COM 880770102 503 12,008 SH   SOLE   0 0 12,008
DELPHI TECHNOLOGIES PLC SHS G2709G107 575 10,964 SH   SOLE   0 0 10,964
BLACKLINE INC COM 09239B109 438 13,361 SH   SOLE   0 0 13,361
CHURCHILL DOWNS INC COM 171484108 728 3,130 SH   SOLE   0 0 3,130
CINTAS CORP COM 172908105 7,218 46,321 SH   SOLE   0 0 46,321
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 1,230 31,019 SH   SOLE   0 0 31,019
THOR INDS INC COM 885160101 463 3,070 SH   SOLE   0 0 3,070
APTIV PLC SHS G6095L109 3,135 36,955 SH   SOLE   0 0 36,955
INTEL CORP COM 458140100 7,281 157,738 SH   SOLE   0 0 157,738
KLA-TENCOR CORP COM 482480100 537 5,115 SH   SOLE   0 0 5,115
RBC BEARINGS INC COM 75524B104 581 4,598 SH   SOLE   0 0 4,598
VISTEON CORP COM NEW 92839U206 586 4,685 SH   SOLE   0 0 4,685
POSCO SPONSORED ADR 693483109 500 6,404 SH   SOLE   0 0 6,404
WABCO HLDGS INC COM 92927K102 790 5,505 SH   SOLE   0 0 5,505
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 3,933 73,860 SH   SOLE   0 0 73,860
EXLSERVICE HOLDINGS INC COM 302081104 390 6,459 SH   SOLE   0 0 6,459
MANHATTAN ASSOCS INC COM 562750109 493 9,957 SH   SOLE   0 0 9,957
MAXIMUS INC COM 577933104 459 6,410 SH   SOLE   0 0 6,410
TERRENO RLTY CORP COM 88146M101 280 7,999 SH   SOLE   0 0 7,999
INTEGER HLDGS CORP COM 45826H109 299 6,591 SH   SOLE   0 0 6,591
M D C HLDGS INC COM 552676108 457 14,321 SH   SOLE   0 0 14,321
SEI INVESTMENTS CO COM 784117103 1,144 15,914 SH   SOLE   0 0 15,914
AVERY DENNISON CORP COM 053611109 3,898 33,939 SH   SOLE   0 0 33,939
ISHARES TR RUSSELL 3000 ETF 464287689 252 1,591 SH   SOLE   0 0 1,591
BRIGHT HORIZONS FAM SOL IN D COM 109194100 855 9,094 SH   SOLE   0 0 9,094
EXXON MOBIL CORP COM 30231G102 529 6,329 SH   SOLE   0 0 6,329
MOSAIC CO NEW COM 61945C103 558 21,758 SH   SOLE   0 0 21,758
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 467 4,250 SH   SOLE   0 0 4,250
CREDICORP LTD COM G2519Y108 450 2,171 SH   SOLE   0 0 2,171
ANALOG DEVICES INC COM 032654105 4,765 53,517 SH   SOLE   0 0 53,517
GENTEX CORP COM 371901109 448 21,362 SH   SOLE   0 0 21,362
JPMORGAN CHASE & CO COM 46625H100 2,519 23,555 SH   SOLE   0 0 23,555
OWENS CORNING NEW COM 690742101 858 9,331 SH   SOLE   0 0 9,331
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 211 2,795 SH   SOLE   0 0 2,795
STERLING CONSTRUCTION CO INC COM 859241101 676 41,543 SH   SOLE   0 0 41,543
ABBVIE INC COM 00287Y109 3,797 39,263 SH   SOLE   0 0 39,263
ALASKA AIR GROUP INC COM 011659109 485 6,591 SH   SOLE   0 0 6,591
ISHARES INC CORE MSCI EMKT 46434G103 808 14,196 SH   SOLE   0 0 14,196
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 1,102 27,211 SH   SOLE   0 0 27,211
MODINE MFG CO COM 607828100 546 27,018 SH   SOLE   0 0 27,018
PROGRESS SOFTWARE CORP COM 743312100 400 9,401 SH   SOLE   0 0 9,401
TEMPUR SEALY INTL INC COM 88023U101 344 5,481 SH   SOLE   0 0 5,481
ISHARES TR S&P 100 ETF 464287101 253 2,136 SH   SOLE   0 0 2,136
WILLIAMS SONOMA INC COM 969904101 443 8,560 SH   SOLE   0 0 8,560
AETNA INC NEW COM 00817Y108 3,717 20,603 SH   SOLE   0 0 20,603
AMPHENOL CORP NEW CL A 032095101 3,730 42,480 SH   SOLE   0 0 42,480
MICROCHIP TECHNOLOGY INC COM 595017104 4,052 46,113 SH   SOLE   0 0 46,113
PEBBLEBROOK HOTEL TR COM 70509V100 294 7,905 SH   SOLE   0 0 7,905
REINSURANCE GROUP AMER INC COM NEW 759351604 450 2,884 SH   SOLE   0 0 2,884
TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 473 46,379 SH   SOLE   0 0 46,379
VANGUARD INDEX FDS REIT ETF 922908553 202 2,439 SH   SOLE   0 0 2,439
AMKOR TECHNOLOGY INC COM 031652100 301 30,000 SH   SOLE   0 0 30,000
GREENBRIER COS INC COM 393657101 522 9,788 SH   SOLE   0 0 9,788
D R HORTON INC COM 23331A109 3,851 75,406 SH   SOLE   0 0 75,406
KENNAMETAL INC COM 489170100 503 10,392 SH   SOLE   0 0 10,392
LG DISPLAY CO LTD SPONS ADR REP 50186V102 443 32,212 SH   SOLE   0 0 32,212
TRIMBLE INC COM 896239100 1,077 26,498 SH   SOLE   0 0 26,498
VISA INC COM CL A 92826C839 6,468 56,730 SH   SOLE   0 0 56,730
CONSTELLATION BRANDS INC CL A 21036P108 3,828 16,746 SH   SOLE   0 0 16,746
PVH CORP COM 693656100 3,761 27,413 SH   SOLE   0 0 27,413
PACKAGING CORP AMER COM 695156109 2,982 24,734 SH   SOLE   0 0 24,734
TRITON INTL LTD CL A G9078F107 469 12,533 SH   SOLE   0 0 12,533
EXPONENT INC COM 30214U102 369 5,188 SH   SOLE   0 0 5,188
F M C CORP COM NEW 302491303 3,603 38,063 SH   SOLE   0 0 38,063
ROPER TECHNOLOGIES INC COM 776696106 3,513 13,564 SH   SOLE   0 0 13,564
UNITED RENTALS INC COM 911363109 568 3,304 SH   SOLE   0 0 3,304
DCT INDUSTRIAL TRUST INC COM NEW 233153204 797 13,565 SH   SOLE   0 0 13,565
FACEBOOK INC CL A 30303M102 7,487 42,428 SH   SOLE   0 0 42,428
MANTECH INTL CORP CL A 564563104 295 5,872 SH   SOLE   0 0 5,872
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 208 7,441 SH   SOLE   0 0 7,441
VIRTUSA CORP COM 92827P102 685 15,547 SH   SOLE   0 0 15,547
COPART INC COM 217204106 485 11,232 SH   SOLE   0 0 11,232
HORTONWORKS INC COM 440894103 509 25,297 SH   SOLE   0 0 25,297
PENN NATL GAMING INC COM 707569109 427 13,631 SH   SOLE   0 0 13,631
PROGRESSIVE CORP OHIO COM 743315103 3,995 70,938 SH   SOLE   0 0 70,938
SBA COMMUNICATIONS CORP NEW CL A 78410G104 279 1,707 SH   SOLE   0 0 1,707
LGI HOMES INC COM 50187T106 338 4,499 SH   SOLE   0 0 4,499
TE CONNECTIVITY LTD REG SHS H84989104 3,045 32,039 SH   SOLE   0 0 32,039
MAXIM INTEGRATED PRODS INC COM 57772K101 4,075 77,952 SH   SOLE   0 0 77,952
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 206 3,225 SH   SOLE   0 0 3,225
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 460 3,853 SH   SOLE   0 0 3,853
CITIGROUP INC COM NEW 172967424 3,727 50,088 SH   SOLE   0 0 50,088
MGIC INVT CORP WIS COM 552848103 542 38,393 SH   SOLE   0 0 38,393
OMNICELL INC COM 68213N109 364 7,502 SH   SOLE   0 0 7,502
PILGRIMS PRIDE CORP NEW COM 72147K108 403 12,962 SH   SOLE   0 0 12,962
POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 789 15,274 SH   SOLE   0 0 15,274
SKYWORKS SOLUTIONS INC COM 83088M102 858 9,040 SH   SOLE   0 0 9,040
UNUM GROUP COM 91529Y106 471 8,583 SH   SOLE   0 0 8,583
ALIGN TECHNOLOGY INC COM 016255101 4,106 18,479 SH   SOLE   0 0 18,479
BANCO MACRO SA SPON ADR B 05961W105 535 4,614 SH   SOLE   0 0 4,614
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102 458 43,851 SH   SOLE   0 0 43,851
DORMAN PRODUCTS INC COM 258278100 402 6,578 SH   SOLE   0 0 6,578
FIRSTCASH INC COM 33767D105 302 4,482 SH   SOLE   0 0 4,482
HOME DEPOT INC COM 437076102 2,561 13,511 SH   SOLE   0 0 13,511
VARONIS SYS INC COM 922280102 449 9,255 SH   SOLE   0 0 9,255
VANGUARD INDEX FDS TOTAL STK MKT 922908769 252 1,839 SH   SOLE   0 0 1,839
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 256 25,689 SH   SOLE   0 0 25,689
ZAGG INC COM 98884U108 1,276 69,176 SH   SOLE   0 0 69,176
STANLEY BLACK & DECKER INC COM 854502101 3,794 22,356 SH   SOLE   0 0 22,356
SVB FINL GROUP COM 78486Q101 773 3,308 SH   SOLE   0 0 3,308
UNITEDHEALTH GROUP INC COM 91324P102 5,842 26,500 SH   SOLE   0 0 26,500
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 970 8,137 SH   SOLE   0 0 8,137
ASML HOLDING N V N Y REGISTRY SHS N07059210 299 1,721 SH   SOLE   0 0 1,721
MASTEC INC COM 576323109 344 7,030 SH   SOLE   0 0 7,030
NETFLIX INC COM 64110L106 4,091 21,311 SH   SOLE   0 0 21,311
OMEROS CORP COM 682143102 451 23,198 SH   SOLE   0 0 23,198
TOLL BROTHERS INC COM 889478103 588 12,252 SH   SOLE   0 0 12,252
COCA COLA CO COM 191216100 2,434 53,044 SH   SOLE   0 0 53,044
CONNS INC COM 208242107 705 19,842 SH   SOLE   0 0 19,842
HONDA MOTOR LTD AMERN SHS 438128308 449 13,171 SH   SOLE   0 0 13,171
LOCKHEED MARTIN CORP COM 539830109 3,143 9,791 SH   SOLE   0 0 9,791
VANGUARD WORLD FDS TELCOMM ETF 92204A884 204 2,243 SH   SOLE   0 0 2,243
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 798 10,943 SH   SOLE   0 0 10,943
GRAND CANYON ED INC COM 38526M106 382 4,262 SH   SOLE   0 0 4,262
MICROSOFT CORP COM 594918104 10,584 123,729 SH   SOLE   0 0 123,729
WAL-MART STORES INC COM 931142103 2,507 25,392 SH   SOLE   0 0 25,392
FIRST AMERN FINL CORP COM 31847R102 822 14,671 SH   SOLE   0 0 14,671
ISHARES TR RUS 1000 ETF 464287622 253 1,704 SH   SOLE   0 0 1,704
ISHARES TR RUSSELL 2000 ETF 464287655 249 1,630 SH   SOLE   0 0 1,630
LAUDER ESTEE COS INC CL A 518439104 4,455 35,009 SH   SOLE   0 0 35,009
METHODE ELECTRS INC COM 591520200 794 19,810 SH   SOLE   0 0 19,810
MONSTER BEVERAGE CORP NEW COM 61174X109 7,379 116,592 SH   SOLE   0 0 116,592
NVIDIA CORP COM 67066G104 7,913 40,892 SH   SOLE   0 0 40,892
TYSON FOODS INC CL A 902494103 522 6,433 SH   SOLE   0 0 6,433
UNIVERSAL DISPLAY CORP COM 91347P105 1,103 6,391 SH   SOLE   0 0 6,391
WESTERN DIGITAL CORP COM 958102105 528 6,638 SH   SOLE   0 0 6,638
MSCI INC COM 55354G100 798 6,309 SH   SOLE   0 0 6,309
MARRIOTT INTL INC NEW CL A 571903202 4,646 34,230 SH   SOLE   0 0 34,230
TORCHMARK CORP COM 891027104 499 5,501 SH   SOLE   0 0 5,501
CHECK POINT SOFTWARE TECH LT ORD M22465104 899 8,675 SH   SOLE   0 0 8,675
COPA HOLDINGS SA CL A P31076105 485 3,621 SH   SOLE   0 0 3,621
CERNER CORP COM 156782104 3,882 57,609 SH   SOLE   0 0 57,609
DICKS SPORTING GOODS INC COM 253393102 435 15,149 SH   SOLE   0 0 15,149
CIMPRESS N V SHS EURO N20146101 291 2,426 SH   SOLE   0 0 2,426
ASBURY AUTOMOTIVE GROUP INC COM 043436104 303 4,733 SH   SOLE   0 0 4,733
BOSTON BEER INC CL A 100557107 474 2,479 SH   SOLE   0 0 2,479
CNA FINL CORP COM 126117100 472 8,905 SH   SOLE   0 0 8,905
E TRADE FINANCIAL CORP COM NEW 269246401 4,152 83,764 SH   SOLE   0 0 83,764
ELECTRO SCIENTIFIC INDS COM 285229100 546 25,469 SH   SOLE   0 0 25,469
INTERFACE INC COM 458665304 303 12,031 SH   SOLE   0 0 12,031
MCDONALDS CORP COM 580135101 6,063 35,227 SH   SOLE   0 0 35,227
SK TELECOM LTD SPONSORED ADR 78440P108 491 17,596 SH   SOLE   0 0 17,596
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 204 2,470 SH   SOLE   0 0 2,470
APPLIED MATLS INC COM 038222105 4,708 92,088 SH   SOLE   0 0 92,088
BEACON ROOFING SUPPLY INC COM 073685109 393 6,159 SH   SOLE   0 0 6,159
LIVANOVA PLC SHS G5509L101 549 6,873 SH   SOLE   0 0 6,873
DXC TECHNOLOGY CO COM 23355L106 526 5,541 SH   SOLE   0 0 5,541
FOOT LOCKER INC COM 344849104 474 10,114 SH   SOLE   0 0 10,114
POWERSHARES QQQ TRUST UNIT SER 1 73935A104 252 1,617 SH   SOLE   0 0 1,617
GARMIN LTD SHS H2906T109 514 8,623 SH   SOLE   0 0 8,623
GMS INC COM 36251C103 755 20,050 SH   SOLE   0 0 20,050
HONEYWELL INTL INC COM 438516106 3,992 26,028 SH   SOLE   0 0 26,028
NATIONAL INSTRS CORP COM 636518102 285 6,848 SH   SOLE   0 0 6,848
AGILENT TECHNOLOGIES INC COM 00846U101 2,911 43,468 SH   SOLE   0 0 43,468
EAGLE BANCORP INC MD COM 268948106 864 14,920 SH   SOLE   0 0 14,920
CATERPILLAR INC DEL COM 149123101 6,647 42,183 SH   SOLE   0 0 42,183
GLYCOMIMETICS INC COM 38000Q102 573 34,108 SH   SOLE   0 0 34,108
PROLOGIS INC COM 74340W103 3,710 57,512 SH   SOLE   0 0 57,512
SERVISFIRST BANCSHARES INC COM 81768T108 751 18,092 SH   SOLE   0 0 18,092
BLACKROCK INC COM 09247X101 3,143 6,118 SH   SOLE   0 0 6,118
ISHARES TR CORE S&P500 ETF 464287200 393 1,463 SH   SOLE   0 0 1,463
LAM RESEARCH CORP COM 512807108 5,592 30,381 SH   SOLE   0 0 30,381
LENDINGTREE INC NEW COM 52603B107 670 1,967 SH   SOLE   0 0 1,967
OLD DOMINION FGHT LINES INC COM 679580100 308 2,339 SH   SOLE   0 0 2,339
SIGNET JEWELERS LIMITED SHS G81276100 343 6,067 SH   SOLE   0 0 6,067
BAXTER INTL INC COM 071813109 3,759 58,154 SH   SOLE   0 0 58,154
BIOGEN INC COM 09062X103 4,093 12,849 SH   SOLE   0 0 12,849
FIVE BELOW INC COM 33829M101 421 6,346 SH   SOLE   0 0 6,346
MOHAWK INDS INC COM 608190104 2,868 10,395 SH   SOLE   0 0 10,395
SYNOPSYS INC COM 871607107 3,113 36,522 SH   SOLE   0 0 36,522
CHEESECAKE FACTORY INC COM 163072101 440 9,142 SH   SOLE   0 0 9,142
CONOCOPHILLIPS COM 20825C104 754 13,733 SH   SOLE   0 0 13,733
RUSH ENTERPRISES INC CL A 781846209 505 9,947 SH   SOLE   0 0 9,947
LEAR CORP COM NEW 521865204 911 5,155 SH   SOLE   0 0 5,155
MAGELLAN HEALTH INC COM NEW 559079207 419 4,344 SH   SOLE   0 0 4,344
BRUKER CORP COM 116794108 477 13,888 SH   SOLE   0 0 13,888
MOODYS CORP COM 615369105 508 3,441 SH   SOLE   0 0 3,441
S&P GLOBAL INC COM 78409V104 3,845 22,696 SH   SOLE   0 0 22,696
MICHAEL KORS HLDGS LTD SHS G60754101 526 8,350 SH   SOLE   0 0 8,350
FLAGSTAR BANCORP INC COM PAR .001 337930705 296 7,912 SH   SOLE   0 0 7,912
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 210 2,130 SH   SOLE   0 0 2,130
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 795 6,221 SH   SOLE   0 0 6,221
CBOE GLOBAL MARKETS INC COM 12503M108 4,154 33,342 SH   SOLE   0 0 33,342
EXTREME NETWORKS INC COM 30226D106 382 30,499 SH   SOLE   0 0 30,499
NETEASE INC SPONSORED ADR 64110W102 963 2,792 SH   SOLE   0 0 2,792
PRAXAIR INC COM 74005P104 3,643 23,553 SH   SOLE   0 0 23,553
ARISTA NETWORKS INC COM 040413106 472 2,002 SH   SOLE   0 0 2,002
COMTECH TELECOMMUNICATIONS C COM NEW 205826209 328 14,807 SH   SOLE   0 0 14,807
JOHNSON & JOHNSON COM 478160104 2,434 17,419 SH   SOLE   0 0 17,419
NMI HLDGS INC CL A 629209305 477 28,054 SH   SOLE   0 0 28,054
PINNACLE ENTMT INC NEW COM 72348Y105 334 10,196 SH   SOLE   0 0 10,196