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   2,374,588 12,071 SH   SOLE   0 0 12,071
AAON INC COM PAR $0.004 000360206   1,921,495 57,789 SH   SOLE   0 0 57,789
ABB LTD SPONSORED ADR 000375204   929,141 42,680 SH   SOLE   0 0 42,680
ABBOTT LABS COM 002824100   1,809,341 29,666 SH   SOLE   0 0 29,666
ABBVIE INC COM 00287Y109   2,151,068 23,217 SH   SOLE   0 0 23,217
ADOBE SYS INC COM 00724F101   1,096,136 4,496 SH   SOLE   0 0 4,496
ADVANCED MICRO DEVICES INC COM 007903107   790,394 52,728 SH   SOLE   0 0 52,728
AIR PRODS & CHEMS INC COM 009158106   2,713,869 17,427 SH   SOLE   0 0 17,427
ALASKA AIR GROUP INC COM 011659109   385,047 6,376 SH   SOLE   0 0 6,376
ALEXANDRIA REAL ESTATE EQ IN COM 015271109   483,622 3,833 SH   SOLE   0 0 3,833
ALEXION PHARMACEUTICALS INC COM 015351109   319,386 2,573 SH   SOLE   0 0 2,573
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   351,125 1,893 SH   SOLE   0 0 1,893
ALIGN TECHNOLOGY INC COM 016255101   1,072,951 3,136 SH   SOLE   0 0 3,136
ALPHABET INC CAP STK CL A 02079K305   4,638,324 4,108 SH   SOLE   0 0 4,108
ALPHABET INC CAP STK CL C 02079K107   347,641 312 SH   SOLE   0 0 312
AMAZON COM INC COM 023135106   3,490,943 2,054 SH   SOLE   0 0 2,054
AMBARELLA INC SHS G037AX101   406,077 10,517 SH   SOLE   0 0 10,517
AMERICAN TOWER CORP NEW COM 03027X100   1,161,977 8,060 SH   SOLE   0 0 8,060
AMN HEALTHCARE SERVICES INC COM 001744101   1,435,234 24,492 SH   SOLE   0 0 24,492
AMPHENOL CORP NEW CL A 032095101   977,795 11,220 SH   SOLE   0 0 11,220
ANALOG DEVICES INC COM 032654105   423,475 4,415 SH   SOLE   0 0 4,415
ANSYS INC COM 03662Q105   1,346,493 7,730 SH   SOLE   0 0 7,730
APERGY CORP COM 03755L104   347,437 8,322 SH   SOLE   0 0 8,322
APPLE INC COM 037833100   8,232,781 44,475 SH   SOLE   0 0 44,475
APPLIED MATLS INC COM 038222105   1,821,052 39,425 SH   SOLE   0 0 39,425
APTARGROUP INC COM 038336103   367,917 3,940 SH   SOLE   0 0 3,940
APTIV PLC SHS G6095L109   389,519 4,251 SH   SOLE   0 0 4,251
ARCHER DANIELS MIDLAND CO COM 039483102   1,408,402 30,731 SH   SOLE   0 0 30,731
ARISTA NETWORKS INC COM 040413106   508,285 1,974 SH   SOLE   0 0 1,974
ARMSTRONG WORLD INDS INC NEW COM 04247X102   663,600 10,500 SH   SOLE   0 0 10,500
ASML HOLDING N V N Y REGISTRY SHS N07059210   945,338 4,775 SH   SOLE   0 0 4,775
ASPEN TECHNOLOGY INC COM 045327103   1,760,535 18,984 SH   SOLE   0 0 18,984
ASTRAZENECA PLC SPONSORED ADR 046353108   838,884 23,893 SH   SOLE   0 0 23,893
ATHENAHEALTH INC COM 04685W103   274,517 1,725 SH   SOLE   0 0 1,725
AUTOHOME INC SP ADR RP CL A 05278C107   4,203,808 41,622 SH   SOLE   0 0 41,622
AUTOLIV INC COM 052800109   689,746 4,816 SH   SOLE   0 0 4,816
AUTOMATIC DATA PROCESSING IN COM 053015103   1,887,535 14,071 SH   SOLE   0 0 14,071
AUTOZONE INC COM 053332102   1,508,666 2,249 SH   SOLE   0 0 2,249
AVALONBAY CMNTYS INC COM 053484101   1,512,003 8,796 SH   SOLE   0 0 8,796
BAKER HUGHES A GE CO CL A 05722G100   544,993 16,500 SH   SOLE   0 0 16,500
BALCHEM CORP COM 057665200   719,481 7,331 SH   SOLE   0 0 7,331
BARNES GROUP INC COM 067806109   729,111 12,379 SH   SOLE   0 0 12,379
BEST BUY INC COM 086516101   1,124,674 15,080 SH   SOLE   0 0 15,080
BIOGEN INC COM 09062X103   509,319 1,755 SH   SOLE   0 0 1,755
BIOMARIN PHARMACEUTICAL INC COM 09061G101   584,699 6,207 SH   SOLE   0 0 6,207
BLOCK H & R INC COM 093671105   353,910 15,536 SH   SOLE   0 0 15,536
BOOKING HLDGS INC COM 09857L108   1,245,314 614 SH   SOLE   0 0 614
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,165,039 26,642 SH   SOLE   0 0 26,642
BORGWARNER INC COM 099724106   536,654 12,434 SH   SOLE   0 0 12,434
BRISTOL MYERS SQUIBB CO COM 110122108   884,623 15,985 SH   SOLE   0 0 15,985
BROADCOM INC COM 11135F101   890,313 3,669 SH   SOLE   0 0 3,669
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   734,338 6,380 SH   SOLE   0 0 6,380
BRUKER CORP COM 116794108   293,072 10,092 SH   SOLE   0 0 10,092
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   442,439 5,289 SH   SOLE   0 0 5,289
CA INC COM 12673P105   1,519,951 42,635 SH   SOLE   0 0 42,635
CACI INTL INC CL A 127190304   775,336 4,600 SH   SOLE   0 0 4,600
CADENCE DESIGN SYSTEM INC COM 127387108   678,436 15,665 SH   SOLE   0 0 15,665
CALAMP CORP COM 128126109   731,161 31,206 SH   SOLE   0 0 31,206
CALLON PETE CO DEL COM 13123X102   588,549 54,800 SH   SOLE   0 0 54,800
CAMBREX CORP COM 132011107   445,810 8,524 SH   SOLE   0 0 8,524
CAMDEN PPTY TR SH BEN INT 133131102   373,302 4,096 SH   SOLE   0 0 4,096
CAMPBELL SOUP CO COM 134429109   461,917 11,394 SH   SOLE   0 0 11,394
CARPENTER TECHNOLOGY CORP COM 144285103   394,149 7,498 SH   SOLE   0 0 7,498
CARTER INC COM 146229109   1,734,491 16,002 SH   SOLE   0 0 16,002
CAVCO INDS INC DEL COM 149568107   475,425 2,290 SH   SOLE   0 0 2,290
CDK GLOBAL INC COM 12508E101   240,685 3,700 SH   SOLE   0 0 3,700
CELANESE CORP DEL COM SER A 150870103   947,469 8,531 SH   SOLE   0 0 8,531
CELGENE CORP COM 151020104   953,211 12,002 SH   SOLE   0 0 12,002
CERNER CORP COM 156782104   293,895 4,915 SH   SOLE   0 0 4,915
CHARLES RIV LABS INTL INC COM 159864107   722,730 6,438 SH   SOLE   0 0 6,438
CHEVRON CORP NEW COM 166764100   3,690,680 29,191 SH   SOLE   0 0 29,191
CHOICE HOTELS INTL INC COM 169905106   494,953 6,547 SH   SOLE   0 0 6,547
CHURCH & DWIGHT INC COM 171340102   678,231 12,758 SH   SOLE   0 0 12,758
CINTAS CORP COM 172908105   2,902,542 15,683 SH   SOLE   0 0 15,683
CISCO SYS INC COM 17275R102   261,166 6,069 SH   SOLE   0 0 6,069
CITRIX SYS INC COM 177376100   1,641,794 15,660 SH   SOLE   0 0 15,660
CLOROX CO DEL COM 189054109   2,224,167 16,445 SH   SOLE   0 0 16,445
COCA COLA CO COM 191216100   1,500,011 34,200 SH   SOLE   0 0 34,200
COGNEX CORP COM 192422103   287,824 6,452 SH   SOLE   0 0 6,452
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,073,252 13,587 SH   SOLE   0 0 13,587
COLFAX CORP COM 194014106   243,634 7,949 SH   SOLE   0 0 7,949
COLGATE PALMOLIVE CO COM 194162103   1,386,495 21,393 SH   SOLE   0 0 21,393
COOPER COS INC COM NEW 216648402   1,028,210 4,367 SH   SOLE   0 0 4,367
COPA HOLDINGS SA CL A P31076105   1,146,633 12,118 SH   SOLE   0 0 12,118
COPART INC COM 217204106   2,378,143 42,046 SH   SOLE   0 0 42,046
CORE LABORATORIES N V COM N22717107   215,086 1,704 SH   SOLE   0 0 1,704
CORESITE RLTY CORP COM 21870Q105   1,080,035 9,746 SH   SOLE   0 0 9,746
CORNING INC COM 219350105   1,804,963 65,611 SH   SOLE   0 0 65,611
COSTCO WHSL CORP NEW COM 22160K105   1,420,561 6,798 SH   SOLE   0 0 6,798
CROWN CASTLE INTL CORP NEW COM 22822V101   1,137,202 10,547 SH   SOLE   0 0 10,547
CUMMINS INC COM 231021106   1,116,021 8,391 SH   SOLE   0 0 8,391
DCT INDUSTRIAL TRUST INC COM NEW 233153204   339,710 5,091 SH   SOLE   0 0 5,091
DELTA AIR LINES INC DEL COM NEW 247361702   643,411 12,988 SH   SOLE   0 0 12,988
DENTSPLY SIRONA INC COM 24906P109   427,715 9,772 SH   SOLE   0 0 9,772
DEXCOM INC COM 252131107   559,432 5,890 SH   SOLE   0 0 5,890
DIGITAL RLTY TR INC COM 253868103   930,488 8,339 SH   SOLE   0 0 8,339
DOLLAR GEN CORP NEW COM 256677105   2,304,195 23,369 SH   SOLE   0 0 23,369
DONALDSON INC COM 257651109   1,547,866 34,306 SH   SOLE   0 0 34,306
DORMAN PRODUCTS INC COM 258278100   703,286 10,296 SH   SOLE   0 0 10,296
DOVER CORP COM 260003108   1,962,710 26,813 SH   SOLE   0 0 26,813
DOWDUPONT INC COM 26078J100   1,842,251 27,947 SH   SOLE   0 0 27,947
DR PEPPER SNAPPLE GROUP INC COM 26138E109   1,367,504 11,209 SH   SOLE   0 0 11,209
DUKE REALTY CORP COM NEW 264411505   438,806 15,116 SH   SOLE   0 0 15,116
EATON CORP PLC SHS G29183103   451,458 6,040 SH   SOLE   0 0 6,040
ECOLAB INC COM 278865100   1,797,837 12,812 SH   SOLE   0 0 12,812
EDUCATION RLTY TR INC COM NEW 28140H203   886,294 21,356 SH   SOLE   0 0 21,356
EDWARDS LIFESCIENCES CORP COM 28176E108   1,812,860 12,454 SH   SOLE   0 0 12,454
ELECTRONIC ARTS INC COM 285512109   1,288,165 9,135 SH   SOLE   0 0 9,135
EMERSON ELEC CO COM 291011104   2,819,767 40,783 SH   SOLE   0 0 40,783
ENERGIZER HLDGS INC NEW COM 29272W109   617,008 9,800 SH   SOLE   0 0 9,800
EOG RES INC COM 26875P101   446,907 3,592 SH   SOLE   0 0 3,592
EQUIFAX INC COM 294429105   519,582 4,153 SH   SOLE   0 0 4,153
EQUINIX INC COM PAR $0.001 29444U700   2,124,730 4,943 SH   SOLE   0 0 4,943
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,364,315 14,846 SH   SOLE   0 0 14,846
EQUITY RESIDENTIAL SH BEN INT 29476L107   1,039,968 16,329 SH   SOLE   0 0 16,329
ESSEX PPTY TR INC COM 297178105   677,762 2,835 SH   SOLE   0 0 2,835
EXPEDIA GROUP INC COM NEW 30212P303   317,422 2,641 SH   SOLE   0 0 2,641
EXTRA SPACE STORAGE INC COM 30225T102   848,200 8,498 SH   SOLE   0 0 8,498
EXXON MOBIL CORP COM 30231G102   1,336,366 16,153 SH   SOLE   0 0 16,153
F M C CORP COM NEW 302491303   210,892 2,364 SH   SOLE   0 0 2,364
F5 NETWORKS INC COM 315616102   742,814 4,307 SH   SOLE   0 0 4,307
FACEBOOK INC CL A 30303M102   8,556,737 44,034 SH   SOLE   0 0 44,034
FACTSET RESH SYS INC COM 303075105   1,371,031 6,921 SH   SOLE   0 0 6,921
FASTENAL CO COM 311900104   822,537 17,090 SH   SOLE   0 0 17,090
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   2,477,443 19,577 SH   SOLE   0 0 19,577
FIVE BELOW INC COM 33829M101   563,765 5,770 SH   SOLE   0 0 5,770
FLOWSERVE CORP COM 34354P105   421,783 10,440 SH   SOLE   0 0 10,440
FOOT LOCKER INC COM 344849104   584,520 11,102 SH   SOLE   0 0 11,102
FORTUNE BRANDS HOME & SEC IN COM 34964C106   543,235 10,118 SH   SOLE   0 0 10,118
FORWARD AIR CORP COM 349853101   818,726 13,858 SH   SOLE   0 0 13,858
FOX FACTORY HLDG CORP COM 35138V102   2,445,278 52,530 SH   SOLE   0 0 52,530
FRANKLIN ELEC INC COM 353514102   636,491 14,113 SH   SOLE   0 0 14,113
GAP INC DEL COM 364760108   1,649,060 50,913 SH   SOLE   0 0 50,913
GARMIN LTD SHS H2906T109   407,609 6,682 SH   SOLE   0 0 6,682
GARTNER INC COM 366651107   1,981,910 14,913 SH   SOLE   0 0 14,913
GENUINE PARTS CO COM 372460105   3,026,400 32,971 SH   SOLE   0 0 32,971
GILDAN ACTIVEWEAR INC COM 375916103   1,092,708 38,804 SH   SOLE   0 0 38,804
GODADDY INC CL A 380237107   682,137 9,662 SH   SOLE   0 0 9,662
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   773,081 8,321 SH   SOLE   0 0 8,321
GRAINGER W W INC COM 384802104   2,636,492 8,549 SH   SOLE   0 0 8,549
GRANITE CONSTR INC COM 387328107   798,821 14,352 SH   SOLE   0 0 14,352
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   704,106 4,424 SH   SOLE   0 0 4,424
HD SUPPLY HLDGS INC COM 40416M105   363,965 8,486 SH   SOLE   0 0 8,486
HEICO CORP NEW CL A 422806208   1,978,207 32,456 SH   SOLE   0 0 32,456
HELMERICH & PAYNE INC COM 423452101   1,345,593 21,104 SH   SOLE   0 0 21,104
HERSHEY CO COM 427866108   294,256 3,162 SH   SOLE   0 0 3,162
HEXCEL CORP NEW COM 428291108   929,254 13,999 SH   SOLE   0 0 13,999
HILL ROM HLDGS INC COM 431475102   244,552 2,800 SH   SOLE   0 0 2,800
HOLOGIC INC COM 436440101   1,312,294 33,014 SH   SOLE   0 0 33,014
HOME DEPOT INC COM 437076102   819,220 4,199 SH   SOLE   0 0 4,199
HUNT J B TRANS SVCS INC COM 445658107   1,374,609 11,309 SH   SOLE   0 0 11,309
HUNTSMAN CORP COM 447011107   400,040 13,700 SH   SOLE   0 0 13,700
IHS MARKIT LTD SHS G47567105   1,232,975 23,900 SH   SOLE   0 0 23,900
ILLINOIS TOOL WKS INC COM 452308109   1,487,686 10,738 SH   SOLE   0 0 10,738
ILLUMINA INC COM 452327109   1,122,520 4,019 SH   SOLE   0 0 4,019
INGERSOLL-RAND PLC SHS G47791101   1,648,016 18,366 SH   SOLE   0 0 18,366
INGREDION INC COM 457187102   606,225 5,476 SH   SOLE   0 0 5,476
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   856,416 13,296 SH   SOLE   0 0 13,296
INTEL CORP COM 458140100   1,182,487 23,788 SH   SOLE   0 0 23,788
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,647,960 13,294 SH   SOLE   0 0 13,294
INTUIT COM 461202103   1,034,856 5,065 SH   SOLE   0 0 5,065
IONIS PHARMACEUTICALS INC COM 462222100   352,153 8,451 SH   SOLE   0 0 8,451
IPG PHOTONICS CORP COM 44980X109   955,107 4,329 SH   SOLE   0 0 4,329
JETBLUE AIRWAYS CORP COM 477143101   479,914 25,285 SH   SOLE   0 0 25,285
JOHNSON & JOHNSON COM 478160104   3,062,549 25,239 SH   SOLE   0 0 25,239
KELLOGG CO COM 487836108   483,431 6,919 SH   SOLE   0 0 6,919
KEYSIGHT TECHNOLOGIES INC COM 49338L103   516,639 8,752 SH   SOLE   0 0 8,752
KFORCE INC COM 493732101   727,125 21,199 SH   SOLE   0 0 21,199
KILROY RLTY CORP COM 49427F108   308,737 4,082 SH   SOLE   0 0 4,082
KIMBERLY CLARK CORP COM 494368103   2,045,421 19,417 SH   SOLE   0 0 19,417
KLA-TENCOR CORP COM 482480100   2,015,879 19,661 SH   SOLE   0 0 19,661
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   1,316,057 31,135 SH   SOLE   0 0 31,135
LAM RESEARCH CORP COM 512807108   1,948,065 11,270 SH   SOLE   0 0 11,270
LAUDER ESTEE COS INC CL A 518439104   1,719,839 12,053 SH   SOLE   0 0 12,053
LEAR CORP COM NEW 521865204   1,838,119 9,892 SH   SOLE   0 0 9,892
LEGGETT & PLATT INC COM 524660107   1,356,935 30,397 SH   SOLE   0 0 30,397
LHC GROUP INC COM 50187A107   719,829 8,410 SH   SOLE   0 0 8,410
LILLY ELI & CO COM 532457108   1,541,938 18,070 SH   SOLE   0 0 18,070
LINCOLN ELEC HLDGS INC COM 533900106   771,674 8,793 SH   SOLE   0 0 8,793
LITTELFUSE INC COM 537008104   706,100 3,094 SH   SOLE   0 0 3,094
LOWES COS INC COM 548661107   2,695,259 28,202 SH   SOLE   0 0 28,202
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   816,253 7,431 SH   SOLE   0 0 7,431
MAGNA INTL INC COM 559222401   1,713,331 29,474 SH   SOLE   0 0 29,474
MANPOWERGROUP INC COM 56418H100   437,137 5,079 SH   SOLE   0 0 5,079
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   459,542 21,434 SH   SOLE   0 0 21,434
MASCO CORP COM 574599106   329,970 8,818 SH   SOLE   0 0 8,818
MASIMO CORP COM 574795100   510,853 5,231 SH   SOLE   0 0 5,231
MATADOR RES CO COM 576485205   715,674 23,816 SH   SOLE   0 0 23,816
MCCORMICK & CO INC COM NON VTG 579780206   1,828,563 15,751 SH   SOLE   0 0 15,751
MEDTRONIC PLC SHS G5960L103   3,639,260 42,510 SH   SOLE   0 0 42,510
MERCK & CO INC COM 58933Y105   981,797 16,175 SH   SOLE   0 0 16,175
METHODE ELECTRS INC COM 591520200   530,170 13,156 SH   SOLE   0 0 13,156
METTLER TOLEDO INTERNATIONAL COM 592688105   1,377,767 2,381 SH   SOLE   0 0 2,381
MICROCHIP TECHNOLOGY INC COM 595017104   2,149,241 23,631 SH   SOLE   0 0 23,631
MICROSOFT CORP COM 594918104   5,586,108 56,649 SH   SOLE   0 0 56,649
MID AMER APT CMNTYS INC COM 59522J103   431,695 4,288 SH   SOLE   0 0 4,288
MOHAWK INDS INC COM 608190104   335,118 1,564 SH   SOLE   0 0 1,564
MONSTER BEVERAGE CORP NEW COM 61174X109   871,420 15,208 SH   SOLE   0 0 15,208
MOODYS CORP COM 615369105   1,455,248 8,532 SH   SOLE   0 0 8,532
NATIONAL OILWELL VARCO INC COM 637071101   1,133,534 26,118 SH   SOLE   0 0 26,118
NAVIGANT CONSULTING INC COM 63935N107   626,136 28,281 SH   SOLE   0 0 28,281
NAVIOS MARITIME PARTNERS L P UNIT LPI Y62267102   25,515 13,500 SH   SOLE   0 0 13,500
NORDIC AMERN OFFSHORE LTD SHS G65772108   19,320 16,800 SH   SOLE   0 0 16,800
NOVARTIS A G SPONSORED ADR 66987V109   1,073,662 14,213 SH   SOLE   0 0 14,213
NOVO-NORDISK A S ADR 670100205   1,941,193 42,090 SH   SOLE   0 0 42,090
NU SKIN ENTERPRISES INC CL A 67018T105   351,151 4,491 SH   SOLE   0 0 4,491
NUCOR CORP COM 670346105   1,358,541 21,737 SH   SOLE   0 0 21,737
NVENT ELECTRIC PLC SHS G6700G107   451,335 17,981 SH   SOLE   0 0 17,981
O REILLY AUTOMOTIVE INC NEW COM 67103H107   863,466 3,156 SH   SOLE   0 0 3,156
OCCIDENTAL PETE CORP DEL COM 674599105   1,110,071 13,266 SH   SOLE   0 0 13,266
OLD DOMINION FGHT LINES INC COM 679580100   2,110,171 14,166 SH   SOLE   0 0 14,166
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   2,185,815 30,149 SH   SOLE   0 0 30,149
OMNICELL INC COM 68213N109   522,807 9,968 SH   SOLE   0 0 9,968
ON SEMICONDUCTOR CORP COM 682189105   352,113 15,836 SH   SOLE   0 0 15,836
OPKO HEALTH INC COM 68375N103   116,588 24,806 SH   SOLE   0 0 24,806
PACKAGING CORP AMER COM 695156109   1,326,053 11,862 SH   SOLE   0 0 11,862
PALO ALTO NETWORKS INC COM 697435105   560,827 2,729 SH   SOLE   0 0 2,729
PANDORA MEDIA INC COM 698354107   197,173 25,022 SH   SOLE   0 0 25,022
PARKER HANNIFIN CORP COM 701094104   1,257,889 8,071 SH   SOLE   0 0 8,071
PAYCOM SOFTWARE INC COM 70432V102   613,239 6,205 SH   SOLE   0 0 6,205
PDC ENERGY INC COM 69327R101   557,442 9,222 SH   SOLE   0 0 9,222
PENTAIR PLC SHS G7S00T104   762,099 18,111 SH   SOLE   0 0 18,111
PEPSICO INC COM 713448108   2,593,620 23,823 SH   SOLE   0 0 23,823
PHILLIPS 66 COM 718546104   1,314,487 11,704 SH   SOLE   0 0 11,704
PPG INDS INC COM 693506107   748,992 7,221 SH   SOLE   0 0 7,221
PRAXAIR INC COM 74005P104   1,299,437 8,216 SH   SOLE   0 0 8,216
PROCTER AND GAMBLE CO COM 742718109   2,407,910 30,847 SH   SOLE   0 0 30,847
PROLOGIS INC COM 74340W103   1,403,546 21,366 SH   SOLE   0 0 21,366
PS BUSINESS PKS INC CALIF COM 69360J107   241,427 1,879 SH   SOLE   0 0 1,879
PUBLIC STORAGE COM 74460D109   2,437,986 10,747 SH   SOLE   0 0 10,747
PVH CORP COM 693656100   705,686 4,713 SH   SOLE   0 0 4,713
QORVO INC COM 74736K101   209,965 2,619 SH   SOLE   0 0 2,619
QUANTA SVCS INC COM 74762E102   2,082,961 62,364 SH   SOLE   0 0 62,364
RALPH LAUREN CORP CL A 751212101   503,730 4,007 SH   SOLE   0 0 4,007
RANDGOLD RES LTD ADR 752344309   889,433 11,538 SH   SOLE   0 0 11,538
RBC BEARINGS INC COM 75524B104   1,463,735 11,364 SH   SOLE   0 0 11,364
REALTY INCOME CORP COM 756109104   612,833 11,393 SH   SOLE   0 0 11,393
RED HAT INC COM 756577102   844,078 6,282 SH   SOLE   0 0 6,282
REGENCY CTRS CORP COM 758849103   532,692 8,581 SH   SOLE   0 0 8,581
RIO TINTO PLC SPONSORED ADR 767204100   1,413,874 25,484 SH   SOLE   0 0 25,484
ROCKWELL AUTOMATION INC COM 773903109   1,260,118 7,581 SH   SOLE   0 0 7,581
ROPER TECHNOLOGIES INC COM 776696106   1,558,555 5,649 SH   SOLE   0 0 5,649
ROSS STORES INC COM 778296103   1,862,940 21,982 SH   SOLE   0 0 21,982
RPM INTL INC COM 749685103   366,774 6,289 SH   SOLE   0 0 6,289
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203   1,470,219 12,871 SH   SOLE   0 0 12,871
SALESFORCE COM INC COM 79466L302   1,218,164 8,931 SH   SOLE   0 0 8,931
SAP SE SPON ADR 803054204   1,007,611 8,712 SH   SOLE   0 0 8,712
SCHEIN HENRY INC COM 806407102   1,062,142 14,622 SH   SOLE   0 0 14,622
SCHLUMBERGER LTD COM 806857108   1,326,318 19,787 SH   SOLE   0 0 19,787
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102   359,657 7,559 SH   SOLE   0 0 7,559
SENSIENT TECHNOLOGIES CORP COM 81725T100   654,505 9,148 SH   SOLE   0 0 9,148
SERVICENOW INC COM 81762P102   1,023,092 5,932 SH   SOLE   0 0 5,932
SHERWIN WILLIAMS CO COM 824348106   1,644,654 4,035 SH   SOLE   0 0 4,035
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   580,160 10,969 SH   SOLE   0 0 10,969
SIRIUS XM HLDGS INC COM 82968B103   1,091,822 161,274 SH   SOLE   0 0 161,274
SKECHERS U S A INC CL A 830566105   234,078 7,800 SH   SOLE   0 0 7,800
SKYWORKS SOLUTIONS INC COM 83088M102   2,186,697 22,625 SH   SOLE   0 0 22,625
SMITH A O COM 831865209   1,239,610 20,957 SH   SOLE   0 0 20,957
SONOCO PRODS CO COM 835495102   528,782 10,072 SH   SOLE   0 0 10,072
SOUTHERN COPPER CORP COM 84265V105   1,627,790 34,730 SH   SOLE   0 0 34,730
SOUTHWEST AIRLS CO COM 844741108   906,272 17,812 SH   SOLE   0 0 17,812
SPDR GOLD TRUST GOLD SHS 78463V107   564,181 4,755 SH   SOLE   0 0 4,755
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   1,184,477 13,787 SH   SOLE   0 0 13,787
SPLUNK INC COM 848637104   512,795 5,174 SH   SOLE   0 0 5,174
SQUARE INC CL A 852234103   712,805 11,564 SH   SOLE   0 0 11,564
SS&C TECHNOLOGIES HLDGS INC COM 78467J100   522,581 10,069 SH   SOLE   0 0 10,069
STANLEY BLACK & DECKER INC COM 854502101   1,369,190 10,309 SH   SOLE   0 0 10,309
STARBUCKS CORP COM 855244109   924,091 18,917 SH   SOLE   0 0 18,917
STEEL DYNAMICS INC COM 858119100   1,535,602 33,419 SH   SOLE   0 0 33,419
STRYKER CORP COM 863667101   844,766 5,003 SH   SOLE   0 0 5,003
SYKES ENTERPRISES INC COM 871237103   485,047 16,854 SH   SOLE   0 0 16,854
SYNERGY PHARMACEUTICALS DEL COM NEW 871639308   52,164 29,980 SH   SOLE   0 0 29,980
TABLEAU SOFTWARE INC CL A 87336U105   1,135,660 11,618 SH   SOLE   0 0 11,618
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   1,401,166 38,325 SH   SOLE   0 0 38,325
TAPESTRY INC COM 876030107   1,813,842 38,832 SH   SOLE   0 0 38,832
TE CONNECTIVITY LTD REG SHS H84989104   543,389 6,034 SH   SOLE   0 0 6,034
TESLA INC COM 88160R101   472,441 1,378 SH   SOLE   0 0 1,378
TETRA TECH INC NEW COM 88162G103   787,040 13,454 SH   SOLE   0 0 13,454
THOR INDS INC COM 885160101   1,052,567 10,808 SH   SOLE   0 0 10,808
TIFFANY & CO NEW COM 886547108   434,874 3,305 SH   SOLE   0 0 3,305
TJX COS INC NEW COM 872540109   764,251 8,030 SH   SOLE   0 0 8,030
TRACTOR SUPPLY CO COM 892356106   315,827 4,129 SH   SOLE   0 0 4,129
TRANSUNION COM 89400J107   1,442,973 20,142 SH   SOLE   0 0 20,142
TWITTER INC COM 90184L102   318,208 7,287 SH   SOLE   0 0 7,287
TYLER TECHNOLOGIES INC COM 902252105   1,320,077 5,944 SH   SOLE   0 0 5,944
U S PHYSICAL THERAPY INC COM 90337L108   591,708 6,164 SH   SOLE   0 0 6,164
ULTA BEAUTY INC COM 90384S303   971,350 4,161 SH   SOLE   0 0 4,161
UNILEVER PLC SPON ADR NEW 904767704   212,465 3,843 SH   SOLE   0 0 3,843
UNION PAC CORP COM 907818108   2,178,650 15,377 SH   SOLE   0 0 15,377
UNITED THERAPEUTICS CORP DEL COM 91307C102   623,610 5,511 SH   SOLE   0 0 5,511
V F CORP COM 918204108   1,760,264 21,593 SH   SOLE   0 0 21,593
VAREX IMAGING CORP COM 92214X106   355,978 9,598 SH   SOLE   0 0 9,598
VEEVA SYS INC CL A COM 922475108   221,357 2,880 SH   SOLE   0 0 2,880
VERISIGN INC COM 92343E102   2,010,197 14,628 SH   SOLE   0 0 14,628
WABCO HLDGS INC COM 92927K102   739,332 6,318 SH   SOLE   0 0 6,318
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,939,176 32,312 SH   SOLE   0 0 32,312
WALMART INC COM 931142103   2,542,929 29,690 SH   SOLE   0 0 29,690
WASTE CONNECTIONS INC COM 94106B101   201,436 2,676 SH   SOLE   0 0 2,676
WATERS CORP COM 941848103   1,293,181 6,680 SH   SOLE   0 0 6,680
WESTLAKE CHEM CORP COM 960413102   436,440 4,055 SH   SOLE   0 0 4,055
WEYERHAEUSER CO COM 962166104   1,580,647 43,353 SH   SOLE   0 0 43,353
WORKDAY INC CL A 98138H101   665,554 5,495 SH   SOLE   0 0 5,495
XILINX INC COM 983919101   680,135 10,422 SH   SOLE   0 0 10,422
XPO LOGISTICS INC COM 983793100   343,016 3,424 SH   SOLE   0 0 3,424
ZEBRA TECHNOLOGIES CORP CL A 989207105   238,484 1,665 SH   SOLE   0 0 1,665
ZILLOW GROUP INC CL C CAP STK 98954M200   343,257 5,812 SH   SOLE   0 0 5,812
ZOETIS INC CL A 98978V103   1,253,571 14,715 SH   SOLE   0 0 14,715