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   2,412,368 13,917 SH   SOLE   0 0 13,917
AAON INC COM PAR $0.004 000360206   1,580,292 31,492 SH   SOLE   0 0 31,492
ABB LTD SPONSORED ADR 000375204   1,555,260 77,647 SH   SOLE   0 0 77,647
ABBOTT LABS COM 002824100   2,049,285 24,367 SH   SOLE   0 0 24,367
ABBVIE INC COM 00287Y109   2,315,140 31,836 SH   SOLE   0 0 31,836
ADOBE INC COM 00724F101   1,208,112 4,100 SH   SOLE   0 0 4,100
ADVANCED MICRO DEVICES INC COM 007903107   1,562,658 51,454 SH   SOLE   0 0 51,454
AGILENT TECHNOLOGIES INC COM 00846U101   994,802 13,323 SH   SOLE   0 0 13,323
AGREE REALTY CORP COM 008492100   503,931 7,868 SH   SOLE   0 0 7,868
AIR PRODS & CHEMS INC COM 009158106   2,868,862 12,673 SH   SOLE   0 0 12,673
AKAMAI TECHNOLOGIES INC COM 00971T101   954,972 11,916 SH   SOLE   0 0 11,916
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   497,678 3,527 SH   SOLE   0 0 3,527
ALEXION PHARMACEUTICALS INC COM 015351109   298,931 2,282 SH   SOLE   0 0 2,282
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   476,743 2,813 SH   SOLE   0 0 2,813
ALLEGION PUB LTD CO ORD SHS G0176J109   614,658 5,560 SH   SOLE   0 0 5,560
ALPHABET INC CAP STK CL A 02079K305   3,864,240 3,569 SH   SOLE   0 0 3,569
AMAZON COM INC COM 023135106   253,291 134 SH   SOLE   0 0 134
AMBARELLA INC SHS G037AX101   410,623 9,305 SH   SOLE   0 0 9,305
AMDOCS LTD SHS G02602103   360,230 5,802 SH   SOLE   0 0 5,802
AMERICAN TOWER CORP NEW COM 03027X100   1,615,537 7,902 SH   SOLE   0 0 7,902
AMGEN INC COM 031162100   1,014,390 5,505 SH   SOLE   0 0 5,505
AMN HEALTHCARE SERVICES INC COM 001744101   1,020,507 18,811 SH   SOLE   0 0 18,811
AMPHENOL CORP NEW CL A 032095101   2,124,815 22,147 SH   SOLE   0 0 22,147
ANALOG DEVICES INC COM 032654105   490,319 4,344 SH   SOLE   0 0 4,344
ANGIODYNAMICS INC COM 03475V101   468,286 23,783 SH   SOLE   0 0 23,783
ANSYS INC COM 03662Q105   1,513,220 7,388 SH   SOLE   0 0 7,388
APPLE INC COM 037833100   7,637,766 38,590 SH   SOLE   0 0 38,590
APPLIED MATLS INC COM 038222105   2,033,346 45,276 SH   SOLE   0 0 45,276
APTIV PLC SHS G6095L109   1,916,343 23,708 SH   SOLE   0 0 23,708
ARCHER DANIELS MIDLAND CO COM 039483102   310,628 7,613 SH   SOLE   0 0 7,613
ARISTA NETWORKS INC COM 040413106   813,909 3,135 SH   SOLE   0 0 3,135
ASML HOLDING N V N Y REGISTRY SHS N07059210   990,732 4,765 SH   SOLE   0 0 4,765
ASPEN TECHNOLOGY INC COM 045327103   1,973,321 15,878 SH   SOLE   0 0 15,878
ASTRAZENECA PLC SPONSORED ADR 046353108   981,906 23,786 SH   SOLE   0 0 23,786
ATLASSIAN CORP PLC CL A G06242104   497,323 3,801 SH   SOLE   0 0 3,801
AUTOLIV INC COM 052800109   278,916 3,956 SH   SOLE   0 0 3,956
AUTOMATIC DATA PROCESSING IN COM 053015103   1,969,340 11,912 SH   SOLE   0 0 11,912
AUTOZONE INC COM 053332102   2,539,271 2,310 SH   SOLE   0 0 2,310
AVALARA INC COM 05338G106   1,309,225 18,133 SH   SOLE   0 0 18,133
AVALONBAY CMNTYS INC COM 053484101   1,417,336 6,976 SH   SOLE   0 0 6,976
AVERY DENNISON CORP COM 053611109   923,887 7,987 SH   SOLE   0 0 7,987
BALCHEM CORP COM 057665200   689,920 6,901 SH   SOLE   0 0 6,901
BARNES GROUP INC COM 067806109   698,479 12,398 SH   SOLE   0 0 12,398
BARRICK GOLD CORPORATION COM 067901108   1,329,034 84,276 SH   SOLE   0 0 84,276
BECTON DICKINSON & CO COM 075887109   1,746,774 6,931 SH   SOLE   0 0 6,931
BEST BUY INC COM 086516101   2,140,525 30,697 SH   SOLE   0 0 30,697
BIO TECHNE CORP COM 09073M104   465,082 2,231 SH   SOLE   0 0 2,231
BIOGEN INC COM 09062X103   634,924 2,715 SH   SOLE   0 0 2,715
BIOMARIN PHARMACEUTICAL INC COM 09061G101   601,777 7,026 SH   SOLE   0 0 7,026
BLACKLINE INC COM 09239B109   1,681,436 31,423 SH   SOLE   0 0 31,423
BOOKING HLDGS INC COM 09857L108   923,702 493 SH   SOLE   0 0 493
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,863,848 28,151 SH   SOLE   0 0 28,151
BORGWARNER INC COM 099724106   404,984 9,647 SH   SOLE   0 0 9,647
BRIGHT HORIZONS FAM SOL IN D COM 109194100   877,007 5,813 SH   SOLE   0 0 5,813
BRISTOL MYERS SQUIBB CO COM 110122108   881,505 19,438 SH   SOLE   0 0 19,438
BROADCOM INC COM 11135F101   1,018,363 3,538 SH   SOLE   0 0 3,538
BROOKS AUTOMATION INC COM 114340102   283,783 7,323 SH   SOLE   0 0 7,323
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   837,551 9,929 SH   SOLE   0 0 9,929
CADENCE DESIGN SYSTEM INC COM 127387108   2,520,175 35,591 SH   SOLE   0 0 35,591
CAMBREX CORP COM 132011107   430,066 9,187 SH   SOLE   0 0 9,187
CAMDEN PPTY TR SH BEN INT 133131102   810,338 7,763 SH   SOLE   0 0 7,763
CARPENTER TECHNOLOGY CORP COM 144285103   385,927 8,043 SH   SOLE   0 0 8,043
CARTERS INC COM 146229109   1,530,267 15,689 SH   SOLE   0 0 15,689
CAVCO INDS INC DEL COM 149568107   329,377 2,091 SH   SOLE   0 0 2,091
CHARLES RIV LABS INTL INC COM 159864107   213,276 1,503 SH   SOLE   0 0 1,503
CHEMED CORP NEW COM 16359R103   724,567 2,008 SH   SOLE   0 0 2,008
CHEVRON CORP NEW COM 166764100   3,790,898 30,464 SH   SOLE   0 0 30,464
CHOICE HOTELS INTL INC COM 169905106   604,981 6,953 SH   SOLE   0 0 6,953
CHURCH & DWIGHT INC COM 171340102   1,748,472 23,932 SH   SOLE   0 0 23,932
CINTAS CORP COM 172908105   3,366,937 14,189 SH   SOLE   0 0 14,189
CISCO SYS INC COM 17275R102   1,278,356 23,358 SH   SOLE   0 0 23,358
CITRIX SYS INC COM 177376100   2,003,533 20,415 SH   SOLE   0 0 20,415
CLOROX CO DEL COM 189054109   2,338,540 15,274 SH   SOLE   0 0 15,274
COCA COLA CO COM 191216100   1,644,041 32,287 SH   SOLE   0 0 32,287
COCA COLA EUROPEAN PARTNERS SHS G25839104   1,019,904 18,051 SH   SOLE   0 0 18,051
COGNEX CORP COM 192422103   346,991 7,232 SH   SOLE   0 0 7,232
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,127,672 17,789 SH   SOLE   0 0 17,789
COHERENT INC COM 192479103   372,316 2,730 SH   SOLE   0 0 2,730
COLGATE PALMOLIVE CO COM 194162103   1,486,074 20,735 SH   SOLE   0 0 20,735
COLUMBIA SPORTSWEAR CO COM 198516106   546,989 5,461 SH   SOLE   0 0 5,461
COPART INC COM 217204106   3,141,717 42,035 SH   SOLE   0 0 42,035
CORESITE RLTY CORP COM 21870Q105   1,147,583 9,964 SH   SOLE   0 0 9,964
CORNING INC COM 219350105   2,036,828 61,295 SH   SOLE   0 0 61,295
COSTAR GROUP INC COM 22160N109   314,956 568 SH   SOLE   0 0 568
CROWN CASTLE INTL CORP NEW COM 22822V101   1,372,622 10,530 SH   SOLE   0 0 10,530
CTS CORP COM 126501105   297,312 10,780 SH   SOLE   0 0 10,780
CUMMINS INC COM 231021106   2,150,853 12,553 SH   SOLE   0 0 12,553
CYPRESS SEMICONDUCTOR CORP COM 232806109   763,766 34,342 SH   SOLE   0 0 34,342
DELTA AIR LINES INC DEL COM NEW 247361702   697,843 12,297 SH   SOLE   0 0 12,297
DEXCOM INC COM 252131107   1,239,476 8,272 SH   SOLE   0 0 8,272
DIGITAL RLTY TR INC COM 253868103   963,513 8,180 SH   SOLE   0 0 8,180
DOCUSIGN INC COM 256163106   1,733,302 34,868 SH   SOLE   0 0 34,868
DOLLAR GEN CORP NEW COM 256677105   2,714,001 20,080 SH   SOLE   0 0 20,080
DONALDSON INC COM 257651109   1,703,491 33,494 SH   SOLE   0 0 33,494
DORMAN PRODUCTS INC COM 258278100   734,671 8,431 SH   SOLE   0 0 8,431
DOVER CORP COM 260003108   2,143,581 21,393 SH   SOLE   0 0 21,393
DUKE REALTY CORP COM NEW 264411505   927,831 29,352 SH   SOLE   0 0 29,352
EATON CORP PLC SHS G29183103   506,824 6,086 SH   SOLE   0 0 6,086
ECOLAB INC COM 278865100   2,373,049 12,019 SH   SOLE   0 0 12,019
EDWARDS LIFESCIENCES CORP COM 28176E108   2,241,371 12,133 SH   SOLE   0 0 12,133
ELANCO ANIMAL HEALTH INC COM 28414H103   262,998 7,781 SH   SOLE   0 0 7,781
EMERSON ELEC CO COM 291011104   2,522,360 37,805 SH   SOLE   0 0 37,805
ENCOMPASS HEALTH CORP COM 29261A100   934,750 14,753 SH   SOLE   0 0 14,753
EOG RES INC COM 26875P101   299,475 3,215 SH   SOLE   0 0 3,215
EPAM SYS INC COM 29414B104   1,139,344 6,582 SH   SOLE   0 0 6,582
EQUINIX INC COM 29444U700   1,665,348 3,302 SH   SOLE   0 0 3,302
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,968,826 16,226 SH   SOLE   0 0 16,226
EQUITY RESIDENTIAL SH BEN INT 29476L107   1,209,343 15,929 SH   SOLE   0 0 15,929
ESSEX PPTY TR INC COM 297178105   802,808 2,750 SH   SOLE   0 0 2,750
EXELIXIS INC COM 30161Q104   696,577 32,596 SH   SOLE   0 0 32,596
EXPEDIA GROUP INC COM NEW 30212P303   1,046,015 7,863 SH   SOLE   0 0 7,863
EXPEDITORS INTL WASH INC COM 302130109   533,971 7,039 SH   SOLE   0 0 7,039
EXTRA SPACE STORAGE INC COM 30225T102   898,286 8,466 SH   SOLE   0 0 8,466
EXXON MOBIL CORP COM 30231G102   1,827,089 23,843 SH   SOLE   0 0 23,843
F M C CORP COM NEW 302491303   674,578 8,132 SH   SOLE   0 0 8,132
F5 NETWORKS INC COM 315616102   1,046,692 7,187 SH   SOLE   0 0 7,187
FACEBOOK INC CL A 30303M102   7,298,062 37,814 SH   SOLE   0 0 37,814
FACTSET RESH SYS INC COM 303075105   2,090,153 7,294 SH   SOLE   0 0 7,294
FASTENAL CO COM 311900104   1,047,655 32,147 SH   SOLE   0 0 32,147
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   1,031,455 8,011 SH   SOLE   0 0 8,011
FORWARD AIR CORP COM 349853101   836,143 14,136 SH   SOLE   0 0 14,136
FOX FACTORY HLDG CORP COM 35138V102   2,837,886 34,394 SH   SOLE   0 0 34,394
FRANKLIN ELEC INC COM 353514102   648,242 13,647 SH   SOLE   0 0 13,647
GAP INC COM 364760108   630,225 35,071 SH   SOLE   0 0 35,071
GARMIN LTD SHS H2906T109   418,278 5,242 SH   SOLE   0 0 5,242
GARTNER INC COM 366651107   677,252 4,208 SH   SOLE   0 0 4,208
GENTEX CORP COM 371901109   235,272 9,560 SH   SOLE   0 0 9,560
GENUINE PARTS CO COM 372460105   2,630,564 25,396 SH   SOLE   0 0 25,396
G-III APPAREL GROUP LTD COM 36237H101   276,600 9,402 SH   SOLE   0 0 9,402
GILDAN ACTIVEWEAR INC COM 375916103   1,022,032 26,423 SH   SOLE   0 0 26,423
GODADDY INC CL A 380237107   1,281,430 18,267 SH   SOLE   0 0 18,267
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   1,158,080 11,102 SH   SOLE   0 0 11,102
GRAINGER W W INC COM 384802104   2,250,751 8,391 SH   SOLE   0 0 8,391
HD SUPPLY HLDGS INC COM 40416M105   472,726 11,736 SH   SOLE   0 0 11,736
HEALTHCARE SVCS GRP INC COM 421906108   205,365 6,773 SH   SOLE   0 0 6,773
HEICO CORP NEW CL A 422806208   1,795,773 17,372 SH   SOLE   0 0 17,372
HELMERICH & PAYNE INC COM 423452101   639,205 12,628 SH   SOLE   0 0 12,628
HENRY SCHEIN INC COM 806407102   1,022,637 14,630 SH   SOLE   0 0 14,630
HERSHEY CO COM 427866108   460,929 3,439 SH   SOLE   0 0 3,439
HEXCEL CORP NEW COM 428291108   1,132,239 13,999 SH   SOLE   0 0 13,999
HILL ROM HLDGS INC COM 431475102   1,099,975 10,514 SH   SOLE   0 0 10,514
HOLOGIC INC COM 436440101   672,568 14,006 SH   SOLE   0 0 14,006
HOME DEPOT INC COM 437076102   267,644 1,287 SH   SOLE   0 0 1,287
HUNT J B TRANS SVCS INC COM 445658107   1,258,899 13,772 SH   SOLE   0 0 13,772
IDACORP INC COM 451107106   893,550 8,897 SH   SOLE   0 0 8,897
IHS MARKIT LTD SHS G47567105   953,191 14,959 SH   SOLE   0 0 14,959
ILLINOIS TOOL WKS INC COM 452308109   2,577,226 17,089 SH   SOLE   0 0 17,089
ILLUMINA INC COM 452327109   381,616 1,037 SH   SOLE   0 0 1,037
INCYTE CORP COM 45337C102   608,484 7,162 SH   SOLE   0 0 7,162
INGERSOLL-RAND PLC SHS G47791101   2,346,841 18,527 SH   SOLE   0 0 18,527
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   929,804 16,648 SH   SOLE   0 0 16,648
INTEL CORP COM 458140100   1,102,727 23,036 SH   SOLE   0 0 23,036
INTUIT COM 461202103   1,210,259 4,631 SH   SOLE   0 0 4,631
INTUITIVE SURGICAL INC COM NEW 46120E602   206,658 394 SH   SOLE   0 0 394
IPG PHOTONICS CORP COM 44980X109   643,531 4,172 SH   SOLE   0 0 4,172
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   889,717 6,241 SH   SOLE   0 0 6,241
JOHNSON & JOHNSON COM 478160104   3,598,579 25,837 SH   SOLE   0 0 25,837
KFORCE INC COM 493732101   605,364 17,252 SH   SOLE   0 0 17,252
KILROY RLTY CORP COM 49427F108   291,375 3,948 SH   SOLE   0 0 3,948
KIMBERLY CLARK CORP COM 494368103   2,458,931 18,449 SH   SOLE   0 0 18,449
KLA-TENCOR CORP COM 482480100   4,281,531 36,223 SH   SOLE   0 0 36,223
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   915,331 21,003 SH   SOLE   0 0 21,003
LA Z BOY INC COM 505336107   377,003 12,296 SH   SOLE   0 0 12,296
LAM RESEARCH CORP COM 512807108   2,451,170 13,049 SH   SOLE   0 0 13,049
LAUDER ESTEE COS INC CL A 518439104   1,870,029 10,213 SH   SOLE   0 0 10,213
LEAR CORP COM NEW 521865204   1,751,080 12,573 SH   SOLE   0 0 12,573
LEGGETT & PLATT INC COM 524660107   297,192 7,745 SH   SOLE   0 0 7,745
LHC GROUP INC COM 50187A107   1,061,134 8,874 SH   SOLE   0 0 8,874
LIFE STORAGE INC COM 53223X107   1,623,833 17,079 SH   SOLE   0 0 17,079
LILLY ELI & CO COM 532457108   1,544,745 13,943 SH   SOLE   0 0 13,943
LINCOLN ELEC HLDGS INC COM 533900106   1,116,424 13,562 SH   SOLE   0 0 13,562
LINDE PLC SHS G5494J103   1,933,330 9,628 SH   SOLE   0 0 9,628
LITTELFUSE INC COM 537008104   504,565 2,852 SH   SOLE   0 0 2,852
LOWES COS INC COM 548661107   2,865,787 28,399 SH   SOLE   0 0 28,399
LTC PPTYS INC COM 502175102   641,812 14,056 SH   SOLE   0 0 14,056
MAGNA INTL INC COM 559222401   1,983,462 39,909 SH   SOLE   0 0 39,909
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   589,215 24,684 SH   SOLE   0 0 24,684
MASCO CORP COM 574599106   1,056,425 26,922 SH   SOLE   0 0 26,922
MAXIM INTEGRATED PRODS INC COM 57772K101   1,058,679 17,698 SH   SOLE   0 0 17,698
MCCORMICK & CO INC COM NON VTG 579780206   2,103,907 13,573 SH   SOLE   0 0 13,573
MEDTRONIC PLC SHS G5960L103   3,872,724 39,765 SH   SOLE   0 0 39,765
MERCK & CO INC COM 58933Y105   1,341,692 16,001 SH   SOLE   0 0 16,001
METHODE ELECTRS INC COM 591520200   367,534 12,864 SH   SOLE   0 0 12,864
METTLER TOLEDO INTERNATIONAL COM 592688105   1,633,257 1,944 SH   SOLE   0 0 1,944
MICROSOFT CORP COM 594918104   7,304,628 54,528 SH   SOLE   0 0 54,528
MID AMER APT CMNTYS INC COM 59522J103   489,233 4,154 SH   SOLE   0 0 4,154
MONDELEZ INTL INC CL A 609207105   542,009 10,056 SH   SOLE   0 0 10,056
MONSTER BEVERAGE CORP NEW COM 61174X109   1,104,803 17,309 SH   SOLE   0 0 17,309
MOODYS CORP COM 615369105   1,990,616 10,192 SH   SOLE   0 0 10,192
MOVADO GROUP INC COM 624580106   316,824 11,734 SH   SOLE   0 0 11,734
NATIONAL OILWELL VARCO INC COM 637071101   547,490 24,628 SH   SOLE   0 0 24,628
NAVIGANT CONSULTING INC COM 63935N107   627,126 27,043 SH   SOLE   0 0 27,043
NEWMONT GOLDCORP CORPORATION COM 651639106   876,051 22,772 SH   SOLE   0 0 22,772
NOVARTIS A G SPONSORED ADR 66987V109   1,034,765 11,332 SH   SOLE   0 0 11,332
NOVO-NORDISK A S ADR 670100205   1,332,521 26,107 SH   SOLE   0 0 26,107
NU SKIN ENTERPRISES INC CL A 67018T105   261,001 5,292 SH   SOLE   0 0 5,292
NUCOR CORP COM 670346105   2,202,629 39,975 SH   SOLE   0 0 39,975
O REILLY AUTOMOTIVE INC NEW COM 67103H107   1,288,957 3,490 SH   SOLE   0 0 3,490
OCCIDENTAL PETE CORP COM 674599105   654,451 13,016 SH   SOLE   0 0 13,016
OKTA INC CL A 679295105   355,024 2,874 SH   SOLE   0 0 2,874
OLD DOMINION FREIGHT LINE IN COM 679580100   2,322,887 15,563 SH   SOLE   0 0 15,563
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   1,063,251 12,206 SH   SOLE   0 0 12,206
OMNICELL INC COM 68213N109   841,096 9,777 SH   SOLE   0 0 9,777
ON SEMICONDUCTOR CORP COM 682189105   654,925 32,406 SH   SOLE   0 0 32,406
PACKAGING CORP AMER COM 695156109   1,084,837 11,381 SH   SOLE   0 0 11,381
PALO ALTO NETWORKS INC COM 697435105   588,761 2,889 SH   SOLE   0 0 2,889
PAYCOM SOFTWARE INC COM 70432V102   3,235,786 14,272 SH   SOLE   0 0 14,272
PC CONNECTION INC COM 69318J100   434,194 12,413 SH   SOLE   0 0 12,413
PENTAIR PLC SHS G7S00T104   1,319,044 35,458 SH   SOLE   0 0 35,458
PEPSICO INC COM 713448108   2,961,608 22,585 SH   SOLE   0 0 22,585
PHILLIPS 66 COM 718546104   612,358 6,546 SH   SOLE   0 0 6,546
PROCTER AND GAMBLE CO COM 742718109   3,110,885 28,371 SH   SOLE   0 0 28,371
PROLOGIS INC COM 74340W103   2,079,866 25,966 SH   SOLE   0 0 25,966
PROS HOLDINGS INC COM 74346Y103   392,423 6,203 SH   SOLE   0 0 6,203
PS BUSINESS PKS INC CALIF COM 69360J107   292,394 1,735 SH   SOLE   0 0 1,735
PUBLIC STORAGE COM 74460D109   1,493,592 6,271 SH   SOLE   0 0 6,271
QUANTA SVCS INC COM 74762E102   1,774,031 46,453 SH   SOLE   0 0 46,453
QUEST DIAGNOSTICS INC COM 74834L100   568,399 5,583 SH   SOLE   0 0 5,583
RBC BEARINGS INC COM 75524B104   1,534,980 9,202 SH   SOLE   0 0 9,202
REALPAGE INC COM 75606N109   380,348 6,463 SH   SOLE   0 0 6,463
REALTY INCOME CORP COM 756109104   774,529 11,230 SH   SOLE   0 0 11,230
REGENCY CTRS CORP COM 758849103   521,998 7,821 SH   SOLE   0 0 7,821
RIO TINTO PLC SPONSORED ADR 767204100   1,622,387 26,025 SH   SOLE   0 0 26,025
ROCKWELL AUTOMATION INC COM 773903109   826,713 5,046 SH   SOLE   0 0 5,046
ROPER TECHNOLOGIES INC COM 776696106   2,027,809 5,537 SH   SOLE   0 0 5,537
ROSS STORES INC COM 778296103   2,259,830 22,799 SH   SOLE   0 0 22,799
RPM INTL INC COM 749685103   728,355 11,919 SH   SOLE   0 0 11,919
RYANAIR HLDGS PLC SPONSORED ADS 783513203   1,487,949 23,198 SH   SOLE   0 0 23,198
SAGE THERAPEUTICS INC COM 78667J108   550,552 3,007 SH   SOLE   0 0 3,007
SALESFORCE COM INC COM 79466L302   1,228,779 8,098 SH   SOLE   0 0 8,098
SAP SE SPON ADR 803054204   765,565 5,596 SH   SOLE   0 0 5,596
SAREPTA THERAPEUTICS INC COM 803607100   222,455 1,464 SH   SOLE   0 0 1,464
SCHLUMBERGER LTD COM 806857108   1,616,978 40,689 SH   SOLE   0 0 40,689
SENSIENT TECHNOLOGIES CORP COM 81725T100   800,968 10,900 SH   SOLE   0 0 10,900
SERVICENOW INC COM 81762P102   1,673,779 6,096 SH   SOLE   0 0 6,096
SHERWIN WILLIAMS CO COM 824348106   1,632,683 3,563 SH   SOLE   0 0 3,563
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   500,429 11,276 SH   SOLE   0 0 11,276
SIMON PPTY GROUP INC NEW COM 828806109   504,428 3,157 SH   SOLE   0 0 3,157
SKECHERS U S A INC CL A 830566105   245,622 7,800 SH   SOLE   0 0 7,800
SKYWORKS SOLUTIONS INC COM 83088M102   3,126,375 40,460 SH   SOLE   0 0 40,460
SMITH A O CORP COM 831865209   1,968,041 41,731 SH   SOLE   0 0 41,731
SNAP INC CL A 83304A106   337,288 23,587 SH   SOLE   0 0 23,587
SOUTHERN COPPER CORP COM 84265V105   1,776,291 45,722 SH   SOLE   0 0 45,722
SOUTHWEST AIRLS CO COM 844741108   1,023,641 20,158 SH   SOLE   0 0 20,158
SPDR GOLD TRUST GOLD SHS 78463V107   618,181 4,641 SH   SOLE   0 0 4,641
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   1,044,369 12,835 SH   SOLE   0 0 12,835
SPLUNK INC COM 848637104   650,631 5,174 SH   SOLE   0 0 5,174
SQUARE INC CL A 852234103   1,047,986 14,449 SH   SOLE   0 0 14,449
STANDARD MTR PRODS INC COM 853666105   534,626 11,792 SH   SOLE   0 0 11,792
STANLEY BLACK & DECKER INC COM 854502101   1,369,888 9,473 SH   SOLE   0 0 9,473
STARBUCKS CORP COM 855244109   1,487,912 17,749 SH   SOLE   0 0 17,749
STEEL DYNAMICS INC COM 858119100   717,605 23,762 SH   SOLE   0 0 23,762
STRYKER CORP COM 863667101   932,603 4,536 SH   SOLE   0 0 4,536
SUN CMNTYS INC COM 866674104   469,844 3,665 SH   SOLE   0 0 3,665
SWITCH INC CL A 87105L104   310,914 23,752 SH   SOLE   0 0 23,752
SYKES ENTERPRISES INC COM 871237103   431,131 15,700 SH   SOLE   0 0 15,700
TABLEAU SOFTWARE INC CL A 87336U105   868,119 5,229 SH   SOLE   0 0 5,229
TAPESTRY INC COM 876030107   1,027,751 32,391 SH   SOLE   0 0 32,391
TE CONNECTIVITY LTD REG SHS H84989104   881,869 9,207 SH   SOLE   0 0 9,207
TELEFLEX INC COM 879369106   1,072,661 3,239 SH   SOLE   0 0 3,239
TESLA INC COM 88160R101   203,241 910 SH   SOLE   0 0 910
TETRA TECH INC NEW COM 88162G103   818,092 10,415 SH   SOLE   0 0 10,415
TIFFANY & CO NEW COM 886547108   1,051,720 11,232 SH   SOLE   0 0 11,232
TJX COS INC NEW COM 872540109   782,972 14,807 SH   SOLE   0 0 14,807
TRACTOR SUPPLY CO COM 892356106   449,235 4,129 SH   SOLE   0 0 4,129
TRANSUNION COM 89400J107   2,645,346 35,986 SH   SOLE   0 0 35,986
TRIMBLE INC COM 896239100   240,334 5,328 SH   SOLE   0 0 5,328
TWILIO INC CL A 90138F102   738,063 5,413 SH   SOLE   0 0 5,413
TWITTER INC COM 90184L102   1,874,653 53,715 SH   SOLE   0 0 53,715
TYLER TECHNOLOGIES INC COM 902252105   1,205,883 5,582 SH   SOLE   0 0 5,582
U S PHYSICAL THERAPY INC COM 90337L108   530,416 4,327 SH   SOLE   0 0 4,327
UDR INC COM 902653104   396,853 8,841 SH   SOLE   0 0 8,841
ULTA BEAUTY INC COM 90384S303   2,480,871 7,152 SH   SOLE   0 0 7,152
UNION PACIFIC CORP COM 907818108   2,035,702 12,038 SH   SOLE   0 0 12,038
V F CORP COM 918204108   1,603,530 18,358 SH   SOLE   0 0 18,358
VAREX IMAGING CORP COM 92214X106   333,703 10,888 SH   SOLE   0 0 10,888
VEEVA SYS INC CL A COM 922475108   705,179 4,350 SH   SOLE   0 0 4,350
VERISIGN INC COM 92343E102   2,522,004 12,058 SH   SOLE   0 0 12,058
VERISK ANALYTICS INC COM 92345Y106   454,245 3,101 SH   SOLE   0 0 3,101
VULCAN MATLS CO COM 929160109   349,767 2,547 SH   SOLE   0 0 2,547
WALGREENS BOOTS ALLIANCE INC COM 931427108   2,198,378 40,212 SH   SOLE   0 0 40,212
WASTE CONNECTIONS INC COM 94106B101   374,504 3,918 SH   SOLE   0 0 3,918
WESTLAKE CHEM CORP COM 960413102   774,062 11,144 SH   SOLE   0 0 11,144
WEYERHAEUSER CO COM 962166104   1,263,271 47,960 SH   SOLE   0 0 47,960
WORKDAY INC CL A 98138H101   1,166,667 5,675 SH   SOLE   0 0 5,675
XILINX INC COM 983919101   2,133,794 18,095 SH   SOLE   0 0 18,095
XYLEM INC COM 98419M100   695,492 8,315 SH   SOLE   0 0 8,315
ZEBRA TECHNOLOGIES CORP CL A 989207105   518,069 2,473 SH   SOLE   0 0 2,473
ZENDESK INC COM 98936J101   291,573 3,275 SH   SOLE   0 0 3,275
ZILLOW GROUP INC CL C CAP STK 98954M200   406,423 8,761 SH   SOLE   0 0 8,761