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   2,679,724 12,769 SH   SOLE   0 0 12,769
AAON INC COM PAR $0.004 000360206   480,531 13,939 SH   SOLE   0 0 13,939
ABAXIS INC COM 002567105   706,708 15,828 SH   SOLE   0 0 15,828
ABB LTD SPONSORED ADR 000375204   1,305,571 52,750 SH   SOLE   0 0 52,750
ABBOTT LABS COM 002824100   1,706,770 32,115 SH   SOLE   0 0 32,115
ADOBE SYS INC COM 00724F101   605,304 4,058 SH   SOLE   0 0 4,058
ADVANCED MICRO DEVICES INC COM 007903107   493,840 38,733 SH   SOLE   0 0 38,733
AIR PRODS & CHEMS INC COM 009158106   2,719,709 17,984 SH   SOLE   0 0 17,984
ALASKA AIR GROUP INC COM 011659109   431,002 5,651 SH   SOLE   0 0 5,651
ALEXION PHARMACEUTICALS INC COM 015351109   333,575 2,378 SH   SOLE   0 0 2,378
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   310,117 1,796 SH   SOLE   0 0 1,796
ALIGN TECHNOLOGY INC COM 016255101   584,143 3,136 SH   SOLE   0 0 3,136
ALMOST FAMILY INC COM 020409108   443,610 8,261 SH   SOLE   0 0 8,261
ALPHABET INC CAP STK CL A 02079K305   3,856,357 3,960 SH   SOLE   0 0 3,960
ALPHABET INC CAP STK CL C 02079K107   393,326 410 SH   SOLE   0 0 410
AMAZON COM INC COM 023135106   1,780,803 1,852 SH   SOLE   0 0 1,852
AMBARELLA INC SHS G037AX101   385,559 7,867 SH   SOLE   0 0 7,867
AMERICAN WOODMARK CORP COM 030506109   616,017 6,400 SH   SOLE   0 0 6,400
AMERISOURCEBERGEN CORP COM 03073E105   790,683 9,555 SH   SOLE   0 0 9,555
AMN HEALTHCARE SERVICES INC COM 001744101   816,838 17,874 SH   SOLE   0 0 17,874
AMPHENOL CORP NEW CL A 032095101   849,958 10,042 SH   SOLE   0 0 10,042
ANALOGIC CORP COM PAR $0.05 032657207   512,931 6,125 SH   SOLE   0 0 6,125
ANSYS INC COM 03662Q105   524,294 4,272 SH   SOLE   0 0 4,272
APPLE INC COM 037833100   6,970,657 45,229 SH   SOLE   0 0 45,229
APPLIED MATLS INC COM 038222105   900,155 17,281 SH   SOLE   0 0 17,281
APTARGROUP INC COM 038336103   311,838 3,613 SH   SOLE   0 0 3,613
ARCHER DANIELS MIDLAND CO COM 039483102   313,091 7,291 SH   SOLE   0 0 7,291
ARISTA NETWORKS INC COM 040413106   352,864 1,861 SH   SOLE   0 0 1,861
ASML HOLDING N V N Y REGISTRY SHS N07059210   1,097,477 6,411 SH   SOLE   0 0 6,411
ASPEN TECHNOLOGY INC COM 045327103   868,392 13,826 SH   SOLE   0 0 13,826
ASTRAZENECA PLC SPONSORED ADR 046353108   671,188 19,811 SH   SOLE   0 0 19,811
AUTODESK INC COM 052769106   317,022 2,824 SH   SOLE   0 0 2,824
AUTOHOME INC SP ADR RP CL A 05278C107   1,885,599 31,385 SH   SOLE   0 0 31,385
AUTOLIV INC COM 052800109   531,636 4,301 SH   SOLE   0 0 4,301
AUTOMATIC DATA PROCESSING IN COM 053015103   1,516,571 13,866 SH   SOLE   0 0 13,866
AUTOZONE INC COM 053332102   1,096,144 1,842 SH   SOLE   0 0 1,842
AVALONBAY CMNTYS INC COM 053484101   3,444,460 19,308 SH   SOLE   0 0 19,308
BALCHEM CORP COM 057665200   580,526 7,141 SH   SOLE   0 0 7,141
BARD C R INC COM 067383109   2,020,429 6,310 SH   SOLE   0 0 6,310
BARNES GROUP INC COM 067806109   848,963 12,052 SH   SOLE   0 0 12,052
BED BATH & BEYOND INC COM 075896100   229,954 9,798 SH   SOLE   0 0 9,798
BEST BUY INC COM 086516101   765,093 13,432 SH   SOLE   0 0 13,432
BIOGEN INC COM 09062X103   499,086 1,594 SH   SOLE   0 0 1,594
BIOMARIN PHARMACEUTICAL INC COM 09061G101   544,460 5,850 SH   SOLE   0 0 5,850
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   1,011,455 27,051 SH   SOLE   0 0 27,051
BORGWARNER INC COM 099724106   520,423 10,159 SH   SOLE   0 0 10,159
BRISTOL MYERS SQUIBB CO COM 110122108   893,710 14,021 SH   SOLE   0 0 14,021
BROADCOM LTD SHS Y09827109   486,192 2,005 SH   SOLE   0 0 2,005
BROADRIDGE FINL SOLUTIONS IN COM 11133T103   494,699 6,121 SH   SOLE   0 0 6,121
BRUKER CORP COM 116794108   270,963 9,108 SH   SOLE   0 0 9,108
BWX TECHNOLOGIES INC COM 05605H100   930,604 16,612 SH   SOLE   0 0 16,612
C H ROBINSON WORLDWIDE INC COM NEW 12541W209   1,880,484 24,711 SH   SOLE   0 0 24,711
CA INC COM 12673P105   525,073 15,730 SH   SOLE   0 0 15,730
CADENCE DESIGN SYSTEM INC COM 127387108   786,679 19,931 SH   SOLE   0 0 19,931
CALAMP CORP COM 128126109   642,561 27,637 SH   SOLE   0 0 27,637
CALLON PETE CO DEL COM 13123X102   513,337 45,671 SH   SOLE   0 0 45,671
CAMBREX CORP COM 132011107   279,267 5,078 SH   SOLE   0 0 5,078
CAMPBELL SOUP CO COM 134429109   1,195,615 25,536 SH   SOLE   0 0 25,536
CARDINAL HEALTH INC COM 14149Y108   546,431 8,123 SH   SOLE   0 0 8,123
CARTER INC COM 146229109   1,395,290 14,130 SH   SOLE   0 0 14,130
CAVCO INDS INC DEL COM 149568107   625,028 4,236 SH   SOLE   0 0 4,236
CELANESE CORP DEL COM SER A 150870103   839,802 8,054 SH   SOLE   0 0 8,054
CELGENE CORP COM 151020104   1,153,151 7,908 SH   SOLE   0 0 7,908
CERNER CORP COM 156782104   350,524 4,915 SH   SOLE   0 0 4,915
CHARLES RIV LABS INTL INC COM 159864107   695,433 6,438 SH   SOLE   0 0 6,438
CHEVRON CORP NEW COM 166764100   3,393,522 28,881 SH   SOLE   0 0 28,881
CINTAS CORP COM 172908105   2,775,889 19,244 SH   SOLE   0 0 19,244
CITRIX SYS INC COM 177376100   1,203,001 15,660 SH   SOLE   0 0 15,660
CLOROX CO DEL COM 189054109   2,043,200 15,523 SH   SOLE   0 0 15,523
COACH INC COM 189754104   1,235,734 30,679 SH   SOLE   0 0 30,679
COCA COLA CO COM 191216100   1,391,520 30,956 SH   SOLE   0 0 30,956
COGNEX CORP COM 192422103   355,763 3,226 SH   SOLE   0 0 3,226
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   1,077,844 14,859 SH   SOLE   0 0 14,859
COHERENT INC COM 192479103   456,948 1,943 SH   SOLE   0 0 1,943
COLGATE PALMOLIVE CO COM 194162103   1,453,179 19,938 SH   SOLE   0 0 19,938
COMMUNITY HEALTHCARE TR INC COM 20369C106   667,937 24,775 SH   SOLE   0 0 24,775
COOPER COS INC COM NEW 216648402   911,214 3,843 SH   SOLE   0 0 3,843
COPART INC COM 217204106   909,773 26,470 SH   SOLE   0 0 26,470
CORESITE RLTY CORP COM 21870Q105   1,494,223 13,353 SH   SOLE   0 0 13,353
CORNING INC COM 219350105   1,985,885 66,373 SH   SOLE   0 0 66,373
COSTCO WHSL CORP NEW COM 22160K105   1,010,237 6,149 SH   SOLE   0 0 6,149
CUMMINS INC COM 231021106   669,912 3,987 SH   SOLE   0 0 3,987
DELPHI AUTOMOTIVE PLC SHS G27823106   384,350 3,906 SH   SOLE   0 0 3,906
DELTA AIR LINES INC DEL COM NEW 247361702   405,687 8,413 SH   SOLE   0 0 8,413
DENTSPLY SIRONA INC COM 24906P109   325,048 5,435 SH   SOLE   0 0 5,435
DEXCOM INC COM 252131107   288,168 5,890 SH   SOLE   0 0 5,890
DICKS SPORTING GOODS INC COM 253393102   226,722 8,394 SH   SOLE   0 0 8,394
DOLLAR GEN CORP NEW COM 256677105   1,660,614 20,489 SH   SOLE   0 0 20,489
DONALDSON INC COM 257651109   814,607 17,732 SH   SOLE   0 0 17,732
DORMAN PRODUCTS INC COM 258278100   587,538 8,204 SH   SOLE   0 0 8,204
DOVER CORP COM 260003108   2,520,013 27,572 SH   SOLE   0 0 27,572
DOWDUPONT INC COM 26078J100   1,122,038 16,207 SH   SOLE   0 0 16,207
DR PEPPER SNAPPLE GROUP INC COM 26138E109   495,708 5,603 SH   SOLE   0 0 5,603
EAGLE MATERIALS INC COM 26969P108   1,072,015 10,047 SH   SOLE   0 0 10,047
EATON CORP PLC SHS G29183103   415,473 5,411 SH   SOLE   0 0 5,411
ECOLAB INC COM 278865100   1,202,887 9,348 SH   SOLE   0 0 9,348
EDUCATION RLTY TR INC COM NEW 28140H203   963,545 26,817 SH   SOLE   0 0 26,817
EDWARDS LIFESCIENCES CORP COM 28176E108   426,446 3,901 SH   SOLE   0 0 3,901
ELECTRONIC ARTS INC COM 285512109   809,215 6,854 SH   SOLE   0 0 6,854
EMERSON ELEC CO COM 291011104   2,852,416 45,358 SH   SOLE   0 0 45,358
EOG RES INC COM 26875P101   321,944 3,328 SH   SOLE   0 0 3,328
EQUIFAX INC COM 294429105   853,220 8,050 SH   SOLE   0 0 8,050
EQUINIX INC COM PAR $0.001 29444U700   2,513,635 5,632 SH   SOLE   0 0 5,632
EQUITY LIFESTYLE PPTYS INC COM 29472R108   1,944,053 22,850 SH   SOLE   0 0 22,850
EXPEDIA INC DEL COM NEW 30212P303   320,123 2,224 SH   SOLE   0 0 2,224
EXXON MOBIL CORP COM 30231G102   1,136,166 13,859 SH   SOLE   0 0 13,859
F M C CORP COM NEW 302491303   686,347 7,685 SH   SOLE   0 0 7,685
F5 NETWORKS INC COM 315616102   458,433 3,803 SH   SOLE   0 0 3,803
FACEBOOK INC CL A 30303M102   6,976,006 40,826 SH   SOLE   0 0 40,826
FACTSET RESH SYS INC COM 303075105   1,007,961 5,596 SH   SOLE   0 0 5,596
FASTENAL CO COM 311900104   445,636 9,777 SH   SOLE   0 0 9,777
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   2,658,409 21,406 SH   SOLE   0 0 21,406
FIVE BELOW INC COM 33829M101   416,486 7,589 SH   SOLE   0 0 7,589
FLOWSERVE CORP COM 34354P105   269,169 6,320 SH   SOLE   0 0 6,320
FLUOR CORP NEW COM 343412102   303,877 7,218 SH   SOLE   0 0 7,218
FOOT LOCKER INC COM 344849104   391,012 11,102 SH   SOLE   0 0 11,102
FORTUNE BRANDS HOME & SEC IN COM 34964C106   410,506 6,106 SH   SOLE   0 0 6,106
FORWARD AIR CORP COM 349853101   754,225 13,179 SH   SOLE   0 0 13,179
FOX FACTORY HLDG CORP COM 35138V102   1,727,040 40,071 SH   SOLE   0 0 40,071
FRANKLIN ELEC INC COM 353514102   604,784 13,485 SH   SOLE   0 0 13,485
GAP INC DEL COM 364760108   698,516 23,654 SH   SOLE   0 0 23,654
GARMIN LTD SHS H2906T109   316,077 5,857 SH   SOLE   0 0 5,857
GARTNER INC COM 366651107   1,490,431 11,980 SH   SOLE   0 0 11,980
GENOMIC HEALTH INC COM 37244C101   346,803 10,807 SH   SOLE   0 0 10,807
GENUINE PARTS CO COM 372460105   2,706,005 28,320 SH   SOLE   0 0 28,320
GILDAN ACTIVEWEAR INC COM 375916103   1,249,927 39,959 SH   SOLE   0 0 39,959
GILEAD SCIENCES INC COM 375558103   1,826,718 22,547 SH   SOLE   0 0 22,547
GODADDY INC CL A 380237107   356,608 8,196 SH   SOLE   0 0 8,196
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101   985,636 9,613 SH   SOLE   0 0 9,613
GRAINGER W W INC COM 384802104   2,085,431 11,595 SH   SOLE   0 0 11,595
GRANITE CONSTR INC COM 387328107   813,548 14,039 SH   SOLE   0 0 14,039
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   1,036,748 5,433 SH   SOLE   0 0 5,433
HEICO CORP NEW CL A 422806208   1,675,263 21,985 SH   SOLE   0 0 21,985
HELMERICH & PAYNE INC COM 423452101   820,957 15,754 SH   SOLE   0 0 15,754
HENRY JACK & ASSOC INC COM 426281101   240,940 2,344 SH   SOLE   0 0 2,344
HERBALIFE LTD COM USD SHS G4412G101   591,885 8,726 SH   SOLE   0 0 8,726
HERSHEY CO COM 427866108   569,649 5,218 SH   SOLE   0 0 5,218
HOLOGIC INC COM 436440101   514,064 14,011 SH   SOLE   0 0 14,011
HOME DEPOT INC COM 437076102   1,748,859 10,692 SH   SOLE   0 0 10,692
HONEYWELL INTL INC COM 438516106   909,990 6,420 SH   SOLE   0 0 6,420
HUNT J B TRANS SVCS INC COM 445658107   1,151,011 10,362 SH   SOLE   0 0 10,362
ILLINOIS TOOL WKS INC COM 452308109   2,083,619 14,085 SH   SOLE   0 0 14,085
ILLUMINA INC COM 452327109   381,070 1,913 SH   SOLE   0 0 1,913
IMPERIAL OIL LTD COM NEW 453038408   1,210,451 37,898 SH   SOLE   0 0 37,898
INCYTE CORP COM 45337C102   285,331 2,444 SH   SOLE   0 0 2,444
INGERSOLL-RAND PLC SHS G47791101   696,329 7,809 SH   SOLE   0 0 7,809
INGREDION INC COM 457187102   425,625 3,528 SH   SOLE   0 0 3,528
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   727,159 14,405 SH   SOLE   0 0 14,405
INTEL CORP COM 458140100   614,183 16,129 SH   SOLE   0 0 16,129
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   1,925,061 13,470 SH   SOLE   0 0 13,470
INTERPUBLIC GROUP COS INC COM 460690100   549,625 26,437 SH   SOLE   0 0 26,437
INTUIT COM 461202103   438,671 3,086 SH   SOLE   0 0 3,086
IONIS PHARMACEUTICALS INC COM 462222100   374,521 7,387 SH   SOLE   0 0 7,387
IPG PHOTONICS CORP COM 44980X109   636,791 3,441 SH   SOLE   0 0 3,441
JACOBS ENGR GROUP INC DEL COM 469814107   342,805 5,883 SH   SOLE   0 0 5,883
JETBLUE AIRWAYS CORP COM 477143101   285,366 15,400 SH   SOLE   0 0 15,400
JOHNSON & JOHNSON COM 478160104   3,131,855 24,093 SH   SOLE   0 0 24,093
KEYSIGHT TECHNOLOGIES INC COM 49338L103   352,138 8,453 SH   SOLE   0 0 8,453
KFORCE INC COM 493732101   535,437 26,507 SH   SOLE   0 0 26,507
KIMBERLY CLARK CORP COM 494368103   1,794,988 15,271 SH   SOLE   0 0 15,271
KLA-TENCOR CORP COM 482480100   1,964,541 18,533 SH   SOLE   0 0 18,533
KONINKLIJKE PHILIPS N V NY REG SH NEW 500472303   1,281,368 31,101 SH   SOLE   0 0 31,101
LAM RESEARCH CORP COM 512807108   2,791,875 15,088 SH   SOLE   0 0 15,088
LAUDER ESTEE COS INC CL A 518439104   1,705,768 15,818 SH   SOLE   0 0 15,818
LEAR CORP COM NEW 521865204   1,554,255 8,980 SH   SOLE   0 0 8,980
LEGGETT & PLATT INC COM 524660107   1,339,530 28,111 SH   SOLE   0 0 28,111
LILLY ELI & CO COM 532457108   1,456,684 17,029 SH   SOLE   0 0 17,029
LINCOLN ELEC HLDGS INC COM 533900106   314,646 3,432 SH   SOLE   0 0 3,432
LITTELFUSE INC COM 537008104   889,574 4,541 SH   SOLE   0 0 4,541
LOWES COS INC COM 548661107   1,395,604 17,486 SH   SOLE   0 0 17,486
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,332,623 13,454 SH   SOLE   0 0 13,454
MAGNA INTL INC COM 559222401   2,037,515 38,170 SH   SOLE   0 0 38,170
MANPOWERGROUP INC COM 56418H100   367,419 3,118 SH   SOLE   0 0 3,118
MARTIN MARIETTA MATLS INC COM 573284106   350,591 1,700 SH   SOLE   0 0 1,700
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105   388,979 21,731 SH   SOLE   0 0 21,731
MASCO CORP COM 574599106   343,990 8,818 SH   SOLE   0 0 8,818
MASIMO CORP COM 574795100   540,115 6,240 SH   SOLE   0 0 6,240
MATADOR RES CO COM 576485205   548,149 20,190 SH   SOLE   0 0 20,190
MATTEL INC COM 577081102   196,539 12,696 SH   SOLE   0 0 12,696
MCCORMICK & CO INC COM NON VTG 579780206   1,407,451 13,856 SH   SOLE   0 0 13,856
MCKESSON CORP COM 58155Q103   695,151 4,525 SH   SOLE   0 0 4,525
MEDTRONIC PLC SHS G5960L103   2,073,573 26,663 SH   SOLE   0 0 26,663
MERCK & CO INC COM 58933Y105   1,253,679 19,580 SH   SOLE   0 0 19,580
METHODE ELECTRS INC COM 591520200   493,557 11,654 SH   SOLE   0 0 11,654
METTLER TOLEDO INTERNATIONAL COM 592688105   1,586,308 2,533 SH   SOLE   0 0 2,533
MICROCHIP TECHNOLOGY INC COM 595017104   1,483,435 16,523 SH   SOLE   0 0 16,523
MICROSOFT CORP COM 594918104   4,232,542 56,820 SH   SOLE   0 0 56,820
MOHAWK INDS INC COM 608190104   777,181 3,140 SH   SOLE   0 0 3,140
MONSTER BEVERAGE CORP NEW COM 61174X109   593,128 10,735 SH   SOLE   0 0 10,735
MOODYS CORP COM 615369105   408,025 2,931 SH   SOLE   0 0 2,931
NATIONAL OILWELL VARCO INC COM 637071101   1,088,791 30,473 SH   SOLE   0 0 30,473
NAVIGANT CONSULTING INC COM 63935N107   535,578 31,654 SH   SOLE   0 0 31,654
NEWMARKET CORP COM 651587107   215,855 507 SH   SOLE   0 0 507
NIKE INC CL B 654106103   802,532 15,478 SH   SOLE   0 0 15,478
NORDIC AMERN OFFSHORE LTD SHS G65772108   24,534 17,400 SH   SOLE   0 0 17,400
NOVARTIS A G SPONSORED ADR 66987V109   1,319,938 15,375 SH   SOLE   0 0 15,375
NOVO-NORDISK A S ADR 670100205   2,033,346 42,229 SH   SOLE   0 0 42,229
NU SKIN ENTERPRISES INC CL A 67018T105   276,107 4,491 SH   SOLE   0 0 4,491
NUCOR CORP COM 670346105   961,454 17,187 SH   SOLE   0 0 17,187
O REILLY AUTOMOTIVE INC NEW COM 67103H107   692,411 3,215 SH   SOLE   0 0 3,215
OCCIDENTAL PETE CORP DEL COM 674599105   795,567 12,390 SH   SOLE   0 0 12,390
OLD DOMINION FGHT LINES INC COM 679580100   1,293,331 11,746 SH   SOLE   0 0 11,746
OLLIES BARGAIN OUTLT HLDGS I COM 681116109   1,897,249 40,889 SH   SOLE   0 0 40,889
OMNICELL INC COM 68213N109   346,598 6,789 SH   SOLE   0 0 6,789
OPKO HEALTH INC COM 68375N103   105,191 15,334 SH   SOLE   0 0 15,334
PACKAGING CORP AMER COM 695156109   1,398,408 12,194 SH   SOLE   0 0 12,194
PALO ALTO NETWORKS INC COM 697435105   393,286 2,729 SH   SOLE   0 0 2,729
PANDORA MEDIA INC COM 698354107   192,669 25,022 SH   SOLE   0 0 25,022
PARKER HANNIFIN CORP COM 701094104   2,032,686 11,614 SH   SOLE   0 0 11,614
PAYCOM SOFTWARE INC COM 70432V102   318,590 4,250 SH   SOLE   0 0 4,250
PC CONNECTION INC COM 69318J100   355,741 12,619 SH   SOLE   0 0 12,619
PEPSICO INC COM 713448108   2,489,004 22,343 SH   SOLE   0 0 22,343
PHILLIPS 66 COM 718546104   1,016,224 11,093 SH   SOLE   0 0 11,093
PILGRIMS PRIDE CORP NEW COM 72147K108   660,903 23,263 SH   SOLE   0 0 23,263
PPG INDS INC COM 693506107   1,908,772 17,579 SH   SOLE   0 0 17,579
PRICELINE GRP INC COM NEW 741503403   1,052,761 575 SH   SOLE   0 0 575
PROCTER AND GAMBLE CO COM 742718109   2,561,409 28,157 SH   SOLE   0 0 28,157
PS BUSINESS PKS INC CALIF COM 69360J107   1,873,043 14,030 SH   SOLE   0 0 14,030
PTC INC COM 69370C100   371,930 6,609 SH   SOLE   0 0 6,609
PUBLIC STORAGE COM 74460D109   6,332,635 29,607 SH   SOLE   0 0 29,607
QUALCOMM INC COM 747525103   1,519,637 29,314 SH   SOLE   0 0 29,314
QUANTA SVCS INC COM 74762E102   1,850,531 49,519 SH   SOLE   0 0 49,519
RALPH LAUREN CORP CL A 751212101   355,999 4,032 SH   SOLE   0 0 4,032
RANDGOLD RES LTD ADR 752344309   923,330 9,455 SH   SOLE   0 0 9,455
RBC BEARINGS INC COM 75524B104   1,236,810 9,883 SH   SOLE   0 0 9,883
RED HAT INC COM 756577102   552,261 4,982 SH   SOLE   0 0 4,982
REGENCY CTRS CORP COM 758849103   879,763 14,181 SH   SOLE   0 0 14,181
ROBERT HALF INTL INC COM 770323103   903,604 17,950 SH   SOLE   0 0 17,950
ROCKWELL AUTOMATION INC COM 773903109   2,050,955 11,509 SH   SOLE   0 0 11,509
ROCKWELL COLLINS INC COM 774341101   706,749 5,407 SH   SOLE   0 0 5,407
ROSS STORES INC COM 778296103   1,176,267 18,217 SH   SOLE   0 0 18,217
RPM INTL INC COM 749685103   322,877 6,289 SH   SOLE   0 0 6,289
RYANAIR HLDGS PLC SPONSORED ADR NE 783513203   1,677,429 15,912 SH   SOLE   0 0 15,912
SALESFORCE COM INC COM 79466L302   756,222 8,095 SH   SOLE   0 0 8,095
SAP SE SPON ADR 803054204   1,123,622 10,247 SH   SOLE   0 0 10,247
SCHEIN HENRY INC COM 806407102   1,198,858 14,622 SH   SOLE   0 0 14,622
SCHLUMBERGER LTD COM 806857108   1,350,894 19,365 SH   SOLE   0 0 19,365
SENSIENT TECHNOLOGIES CORP COM 81725T100   624,804 8,123 SH   SOLE   0 0 8,123
SERVICENOW INC COM 81762P102   697,188 5,932 SH   SOLE   0 0 5,932
SHERWIN WILLIAMS CO COM 824348106   1,739,912 4,879 SH   SOLE   0 0 4,879
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   478,300 9,958 SH   SOLE   0 0 9,958
SILICONWARE PRECISION INDS L SPONSD ADR SPL 827084864   161,237 20,436 SH   SOLE   0 0 20,436
SIRIUS XM HLDGS INC COM 82968B103   890,215 161,271 SH   SOLE   0 0 161,271
SKYWORKS SOLUTIONS INC COM 83088M102   1,990,520 19,534 SH   SOLE   0 0 19,534
SONOCO PRODS CO COM 835495102   358,774 7,111 SH   SOLE   0 0 7,111
SOUTHERN COPPER CORP COM 84265V105   485,564 12,212 SH   SOLE   0 0 12,212
SOUTHWEST AIRLS CO COM 844741108   932,897 16,665 SH   SOLE   0 0 16,665
SPDR GOLD TRUST GOLD SHS 78463V107   581,031 4,779 SH   SOLE   0 0 4,779
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109   463,192 5,960 SH   SOLE   0 0 5,960
SPLUNK INC COM 848637104   343,709 5,174 SH   SOLE   0 0 5,174
STANLEY BLACK & DECKER INC COM 854502101   1,916,930 12,731 SH   SOLE   0 0 12,731
STARBUCKS CORP COM 855244109   789,546 14,700 SH   SOLE   0 0 14,700
STEEL DYNAMICS INC COM 858119100   961,499 27,894 SH   SOLE   0 0 27,894
STRATA SKIN SCIENCES INC COM NEW 86272A206   47,436 26,800 SH   SOLE   0 0 26,800
STRYKER CORP COM 863667101   829,160 5,838 SH   SOLE   0 0 5,838
SYKES ENTERPRISES INC COM 871237103   430,021 14,747 SH   SOLE   0 0 14,747
TABLEAU SOFTWARE INC CL A 87336U105   709,658 9,476 SH   SOLE   0 0 9,476
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   1,676,777 44,655 SH   SOLE   0 0 44,655
TE CONNECTIVITY LTD REG SHS H84989104   915,769 11,025 SH   SOLE   0 0 11,025
TERNIUM SA SPON ADR 880890108   1,711,451 55,333 SH   SOLE   0 0 55,333
TESLA INC COM 88160R101   285,207 836 SH   SOLE   0 0 836
TETRA TECH INC NEW COM 88162G103   686,633 14,750 SH   SOLE   0 0 14,750
THOR INDS INC COM 885160101   1,456,079 11,564 SH   SOLE   0 0 11,564
TIFFANY & CO NEW COM 886547108   415,505 4,527 SH   SOLE   0 0 4,527
TJX COS INC NEW COM 872540109   583,179 7,910 SH   SOLE   0 0 7,910
TRANSUNION COM 89400J107   811,123 17,163 SH   SOLE   0 0 17,163
TWITTER INC COM 90184L102   195,274 11,575 SH   SOLE   0 0 11,575
TYLER TECHNOLOGIES INC COM 902252105   728,135 4,177 SH   SOLE   0 0 4,177
ULTA BEAUTY INC COM 90384S303   799,012 3,535 SH   SOLE   0 0 3,535
UNILEVER PLC SPON ADR NEW 904767704   381,206 6,577 SH   SOLE   0 0 6,577
UNION PAC CORP COM 907818108   1,647,005 14,202 SH   SOLE   0 0 14,202
UNITED THERAPEUTICS CORP DEL COM 91307C102   316,068 2,697 SH   SOLE   0 0 2,697
V F CORP COM 918204108   1,245,240 19,620 SH   SOLE   0 0 19,620
VERISIGN INC COM 92343E102   648,395 6,095 SH   SOLE   0 0 6,095
WABCO HLDGS INC COM 92927K102   805,712 5,444 SH   SOLE   0 0 5,444
WALGREENS BOOTS ALLIANCE INC COM 931427108   2,011,869 26,020 SH   SOLE   0 0 26,020
WAL-MART STORES INC COM 931142103   2,575,181 32,956 SH   SOLE   0 0 32,956
WATERS CORP COM 941848103   1,199,194 6,680 SH   SOLE   0 0 6,680
WILLIAMS SONOMA INC COM 969904101   443,804 8,901 SH   SOLE   0 0 8,901
WORKDAY INC CL A 98138H101   579,118 5,495 SH   SOLE   0 0 5,495
WPP PLC NEW ADR 92937A102   210,832 2,272 SH   SOLE   0 0 2,272
XILINX INC COM 983919101   1,036,872 14,639 SH   SOLE   0 0 14,639
XYLEM INC COM 98419M100   1,384,875 22,112 SH   SOLE   0 0 22,112
ZILLOW GROUP INC CL C CAP STK 98954M200   232,896 5,792 SH   SOLE   0 0 5,792
ZOETIS INC CL A 98978V103   905,073 14,195 SH   SOLE   0 0 14,195