Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
META	FACEBOOK INC	2,459,270	$478M	5.6%	$119.67	+49.9%	CL A	30303M102
GOOG	ALPHABET INC	408,381	$456M	5.3%	$43.20	+24.1%	CAP STK CL C	02079K107
MSFT	MICROSOFT CORP	4,296,293	$424M	5.0%	$74.76	+20.1%	COM	594918104
DIS	DISNEY WALT CO	3,640,348	$382M	4.5%	$97.17	0.0%	COM DISNEY	254687106
DLTR	DOLLAR TREE INC	4,254,654	$362M	4.2%	$92.00	+0.2%	COM	256746108
MHK	MOHAWK INDS INC	1,487,806	$319M	3.7%	$246.47	-11.2%	COM	608190104
UHS	UNIVERSAL HLTH SVCS INC	2,822,797	$315M	3.7%	$117.17	-3.4%	CL B	913903100
TMUS	T MOBILE US INC	5,138,837	$307M	3.6%	$59.01	-3.1%	COM	872590104
INTC	INTEL CORP	6,084,463	$302M	3.5%	$40.05	+12.5%	COM	458140100
—	ENVISION HEALTHCARE CORP	6,746,498	$297M	3.5%	$51.12	—	COM	29414D100
WCN	WASTE CONNECTIONS INC	3,366,070	$253M	3.0%	$45.32	+56.6%	COM	94106B101
—	SHIRE PLC	1,469,786	$248M	2.9%	$175.64	—	SPONSORED ADR	82481R106
—	DOWDUPONT INC	3,745,145	$247M	2.9%	$68.55	—	COM	26078J100
MA	MASTERCARD INCORPORATED	1,140,877	$224M	2.6%	$178.13	+1.2%	CL A	57636Q104
SCHW	SCHWAB CHARLES CORP NEW	4,167,695	$213M	2.5%	$43.90	+13.5%	COM	808513105
BABA	ALIBABA GROUP HLDG LTD	1,135,580	$211M	2.5%	$179.97	—	SPONSORED ADS	01609W102
LOW	LOWES COS INC	2,148,213	$205M	2.4%	$76.47	+2.9%	COM	548661107
ADBE	ADOBE SYS INC	829,215	$202M	2.4%	$127.37	+85.7%	COM	00724F101
CNC	CENTENE CORP DEL	1,380,656	$170M	2.0%	$55.10	+4.7%	COM	15135B101
BUD	ANHEUSER BUSCH INBEV SA/NV	1,666,413	$168M	2.0%	$108.17	—	SPONSORED ADR	03524A108
V	VISA INC	951,222	$126M	1.5%	$93.87	+30.0%	COM CL A	92826C839
CIEN	CIENA CORP	3,945,357	$105M	1.2%	$23.84	+6.5%	COM NEW	171779309
AAOI	APPLIED OPTOELECTRONICS INC	1,914,835	$85.98M	1.0%	$35.53	0.0%	COM	03823U102
DXC	DXC TECHNOLOGY CO	1,048,044	$84.48M	1.0%	$63.59	+29.1%	COM	23355L106
GPK	GRAPHIC PACKAGING HLDG CO	4,882,326	$70.84M	0.8%	$14.84	0.0%	COM	388689101
SPOT	SPOTIFY TECHNOLOGY S A	406,697	$68.42M	0.8%	$159.90	0.0%	SHS	L8681T102
ALNY	ALNYLAM PHARMACEUTICALS INC	681,354	$67.11M	0.8%	$99.19	0.0%	COM	02043Q107
—	PERSPECTA INC	3,255,621	$66.9M	0.8%	$20.55	—	COM	715347100
—	FLEETCOR TECHNOLOGIES INC	316,579	$66.69M	0.8%	$154.77	—	COM	339041105
BTI	BRITISH AMERN TOB PLC	1,287,663	$64.96M	0.8%	$65.59	—	SPONSORED ADR	110448107
—	INPHI CORP	1,834,240	$59.81M	0.7%	$30.10	—	COM	45772F107
VISN	COMMSCOPE HLDG CO INC	1,820,389	$53.16M	0.6%	$32.91	0.0%	COM	20337X109
AMRX	AMNEAL PHARMACEUTICALS INC	2,784,753	$45.7M	0.5%	$17.55	0.0%	COM STK CL A	03168L105
—	MEDICINES CO	1,205,281	$44.23M	0.5%	$33.87	—	COM	584688105
PACB	PACIFIC BIOSCIENCES CALIF IN	12,173,094	$43.21M	0.5%	$4.14	-33.0%	COM	69404D108
—	MICHAEL KORS HLDGS LTD	606,110	$40.37M	0.5%	$66.43	—	SHS	G60754101
HD	HOME DEPOT INC	186,780	$36.44M	0.4%	$153.62	+0.9%	COM	437076102
TJX	TJX COS INC NEW	371,380	$35.35M	0.4%	$35.73	+10.7%	COM	872540109
RL	RALPH LAUREN CORP	274,480	$34.51M	0.4%	$92.65	+12.7%	CL A	751212101
PLCE	CHILDRENS PL INC	259,460	$31.34M	0.4%	$127.82	+1.3%	COM	168905107
—	DSW INC	1,159,580	$29.94M	0.3%	$25.11	—	CL A	23334L102
LULU	LULULEMON ATHLETICA INC	234,810	$29.32M	0.3%	$80.02	+33.3%	COM	550021109
DDS	DILLARDS INC	297,910	$28.15M	0.3%	$60.84	+0.9%	CL A	254067101
DECK	DECKERS OUTDOOR CORP	246,400	$27.82M	0.3%	$16.60	+4.2%	COM	243537107
CASY	CASEYS GEN STORES INC	262,020	$27.53M	0.3%	$95.85	0.0%	COM	147528103
WMT	WALMART INC	317,310	$27.18M	0.3%	$25.69	-1.7%	COM	931142103
ORLY	O REILLY AUTOMOTIVE INC NEW	97,750	$26.74M	0.3%	$17.14	+1.5%	COM	67103H107
—	TIFFANY & CO NEW	200,510	$26.39M	0.3%	$97.68	—	COM	886547108
GAP	GAP INC DEL	764,610	$24.77M	0.3%	$23.48	0.0%	COM	364760108
—	GUESS INC	1,135,126	$24.29M	0.3%	$21.36	—	COM	401617105
—	NORDSTROM INC	464,930	$24.07M	0.3%	$50.00	—	COM	655664100
—	GRUBHUB INC	218,420	$22.91M	0.3%	$101.69	—	COM	400110102
PRKS	SEAWORLD ENTMT INC	1,011,299	$22.07M	0.3%	$12.49	+41.9%	COM	81282V100
TGT	TARGET CORP	278,900	$21.23M	0.2%	$59.64	0.0%	COM	87612E106
URBN	URBAN OUTFITTERS INC	476,410	$21.22M	0.2%	$30.72	+36.1%	COM	917047102
RH	RH	145,280	$20.3M	0.2%	$108.36	0.0%	COM	74967X103
TSCO	TRACTOR SUPPLY CO	232,501	$17.78M	0.2%	$12.36	0.0%	COM	892356106
—	HIBBETT SPORTS INC	726,350	$16.63M	0.2%	$21.00	—	COM	428567101
AEO	AMERICAN EAGLE OUTFITTERS NE	712,190	$16.56M	0.2%	$12.70	+43.1%	COM	02553E106
GPC	GENUINE PARTS CO	165,209	$15.16M	0.2%	$74.26	-1.5%	COM	372460105
EW	EDWARDS LIFESCIENCES CORP	101,840	$14.82M	0.2%	$38.64	+20.8%	COM	28176E108
—	HOMOLOGY MEDICINES INC	725,043	$14.27M	0.2%	$17.36	—	COM	438083107
—	EXPRESS INC	1,543,170	$14.12M	0.2%	$9.15	—	COM	30219E103
DAL	DELTA AIR LINES INC DEL	266,520	$13.2M	0.2%	$49.40	0.0%	COM NEW	247361702
—	FIESTA RESTAURANT GROUP INC	433,959	$12.46M	0.1%	$24.01	—	COM	31660B101
—	STARS GROUP INC	341,530	$12.4M	0.1%	$36.30	—	COM	85570W100
—	NEW MEDIA INVT GROUP INC	669,120	$12.37M	0.1%	$18.48	—	COM	64704V106
STLD	STEEL DYNAMICS INC	266,910	$12.27M	0.1%	$34.59	+16.4%	COM	858119100
—	WELLCARE HEALTH PLANS INC	48,120	$11.85M	0.1%	$198.67	—	COM	94946T106
CAKE	CHEESECAKE FACTORY INC	213,556	$11.76M	0.1%	$41.53	+8.3%	COM	163072101
—	TWITTER INC	256,680	$11.21M	0.1%	$25.14	—	COM	90184L102
HUM	HUMANA INC	36,040	$10.73M	0.1%	$227.35	+20.7%	COM	444859102
SPGI	S&P GLOBAL INC	52,340	$10.67M	0.1%	$139.85	+32.2%	COM	78409V104
ISRG	INTUITIVE SURGICAL INC	22,010	$10.53M	0.1%	$122.10	+24.9%	COM NEW	46120E602
—	CHICOS FAS INC	1,264,639	$10.29M	0.1%	$8.46	—	COM	168615102
GTN	GRAY TELEVISION INC	641,770	$10.14M	0.1%	$15.09	-20.4%	COM	389375106
LOPE	GRAND CANYON ED INC	90,840	$10.14M	0.1%	$86.26	+27.2%	COM	38526M106
NVDA	NVIDIA CORP	42,780	$10.13M	0.1%	$5.27	+14.1%	COM	67066G104
EA	ELECTRONIC ARTS INC	71,850	$10.13M	0.1%	$100.96	+25.1%	COM	285512109
COLL	COLLEGIUM PHARMACEUTICAL INC	424,590	$10.13M	0.1%	$24.59	0.0%	COM	19459J104
ZTS	ZOETIS INC	118,600	$10.1M	0.1%	$78.63	+1.1%	CL A	98978V103
HCC	WARRIOR MET COAL INC	359,890	$9.922M	0.1%	$26.34	0.0%	COM	93627C101
GNRC	GENERAC HLDGS INC	190,700	$9.865M	0.1%	$48.78	-0.5%	COM	368736104
—	AMC ENTMT HLDGS INC	619,220	$9.846M	0.1%	$15.34	—	CL A COM	00165C104
—	VMWARE INC	66,070	$9.71M	0.1%	$98.75	—	CL A COM	928563402
—	DUN & BRADSTREET CORP DEL NE	78,210	$9.592M	0.1%	$122.64	—	COM	26483E100
EVR	EVERCORE INC	90,290	$9.521M	0.1%	$87.04	0.0%	CLASS A	29977A105
—	VERSO CORP	436,650	$9.502M	0.1%	$21.76	—	CL A	92531L207
LEA	LEAR CORP	51,010	$9.478M	0.1%	$131.45	+27.4%	COM NEW	521865204
CVLT	COMMVAULT SYSTEMS INC	143,740	$9.465M	0.1%	$68.76	0.0%	COM	204166102
—	KKR & CO L P DEL	368,860	$9.166M	0.1%	$21.12	—	COM UNITS	48248M102
—	SYNOVUS FINL CORP	172,100	$9.092M	0.1%	$52.83	—	COM NEW	87161C501
CRI	CARTER INC	83,360	$9.035M	0.1%	$77.77	+10.0%	COM	146229109
JNJ	JOHNSON & JOHNSON	73,820	$8.957M	0.1%	$103.26	-2.5%	COM	478160104
COLM	COLUMBIA SPORTSWEAR CO	96,140	$8.794M	0.1%	$67.78	+14.6%	COM	198516106
BKNG	BOOKING HLDGS INC	4,302	$8.721M	0.1%	$1933.58	+7.2%	COM	09857L108
EBAY	EBAY INC	235,960	$8.556M	0.1%	$31.26	+10.8%	COM	278642103
NUE	NUCOR CORP	133,820	$8.364M	0.1%	$54.10	0.0%	COM	670346105
MS	MORGAN STANLEY	175,770	$8.331M	0.1%	$41.43	0.0%	COM NEW	617446448
BIGGQ	BIG LOTS INC	198,550	$8.295M	0.1%	$34.01	0.0%	COM	089302103
AMAT	APPLIED MATLS INC	178,980	$8.267M	0.1%	$38.46	+22.8%	COM	038222105
ON	ON SEMICONDUCTOR CORP	369,130	$8.208M	0.1%	$21.32	+13.4%	COM	682189105
FFIV	F5 NETWORKS INC	47,580	$8.205M	0.1%	$166.71	0.0%	COM	315616102
CNK	CINEMARK HOLDINGS INC	233,040	$8.175M	0.1%	$33.77	0.0%	COM	17243V102
BTU	PEABODY ENERGY CORP NEW	179,207	$8.15M	0.1%	$35.79	0.0%	COM	704551100
SONY	SONY CORP	157,280	$8.062M	0.1%	$51.26	—	SPONSORED ADR	835699307
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	101,890	$8.048M	0.1%	$66.37	+6.1%	CL A	192446102
MTB	M & T BK CORP	46,900	$7.98M	0.1%	$141.53	0.0%	COM	55261F104
HLF	HERBALIFE NUTRITION LTD	148,170	$7.96M	0.1%	$52.57	0.0%	COM SHS	G4412G101
—	HESS CORP	118,270	$7.911M	0.1%	$66.89	—	COM	42809H107
COP	CONOCOPHILLIPS	113,620	$7.91M	0.1%	$51.80	0.0%	COM	20825C104
ELV	ANTHEM INC	33,050	$7.867M	0.1%	$175.84	+19.1%	COM	036752103
—	CIT GROUP INC	152,860	$7.706M	0.1%	$50.41	—	COM NEW	125581801
MSGS	MADISON SQUARE GARDEN CO NEW	24,660	$7.649M	0.1%	$178.00	+3.8%	CL A	55825T103
RIG	TRANSOCEAN LTD	566,610	$7.615M	0.1%	$10.30	+19.5%	REG SHS	H8817H100
—	VALEANT PHARMACEUTICALS INTL	325,790	$7.571M	0.1%	$16.44	—	COM	91911K102
—	CASTLIGHT HEALTH INC	1,771,350	$7.528M	0.1%	$11.48	—	CL B	14862Q100
UNH	UNITEDHEALTH GROUP INC	30,480	$7.478M	0.1%	$176.06	+20.5%	COM	91324P102
—	CIGNA CORPORATION	43,890	$7.459M	0.1%	$167.74	—	COM	125509109
CHDN	CHURCHILL DOWNS INC	25,080	$7.436M	0.1%	$45.38	0.0%	COM	171484108
SBUX	STARBUCKS CORP	151,190	$7.386M	0.1%	$48.70	-1.3%	COM	855244109
—	SANTANDER CONSUMER USA HDG I	386,870	$7.385M	0.1%	$16.30	—	COM	80283M101
CMG	CHIPOTLE MEXICAN GRILL INC	17,110	$7.381M	0.1%	$8.17	0.0%	COM	169656105
—	L BRANDS INC	200,040	$7.377M	0.1%	$36.88	—	COM	501797104
CDNS	CADENCE DESIGN SYSTEM INC	169,920	$7.359M	0.1%	$36.41	+12.9%	COM	127387108
—	ATHENE HLDG LTD	166,890	$7.316M	0.1%	$43.84	—	CL A	G0684D107
ALLY	ALLY FINL INC	277,880	$7.3M	0.1%	$19.70	+7.1%	COM	02005N100
—	CITRIX SYS INC	69,020	$7.236M	0.1%	$84.50	—	COM	177376100
JAZZ	JAZZ PHARMACEUTICALS PLC	41,910	$7.221M	0.1%	$141.03	+15.9%	SHS USD	G50871105
—	LIBERTY GLOBAL PLC	270,670	$7.203M	0.1%	$30.43	—	SHS CL C	G5480U120
TPR	TAPESTRY INC	154,162	$7.201M	0.1%	$35.41	+10.2%	COM	876030107
—	ROWAN COMPANIES PLC	443,940	$7.201M	0.1%	$13.60	—	SHS CL A	G7665A101
TDC	TERADATA CORP DEL	177,560	$7.129M	0.1%	$39.39	+2.2%	COM	88076W103
TXN	TEXAS INSTRS INC	64,450	$7.106M	0.1%	$86.84	+0.5%	COM	882508104
BA	BOEING CO	21,170	$7.103M	0.1%	$265.20	+24.6%	COM	097023105
—	TIM PARTICIPACOES S A	420,140	$7.084M	0.1%	$16.86	—	SPONSORED ADR	88706P205
—	BHP BILLITON PLC	157,410	$7.076M	0.1%	$40.12	—	SPONSORED ADR	05545E209
SM	SM ENERGY CO	275,390	$7.075M	0.1%	$19.42	+8.3%	COM	78454L100
EXPE	EXPEDIA GROUP INC	58,730	$7.059M	0.1%	$125.37	-10.6%	COM NEW	30212P303
ALGN	ALIGN TECHNOLOGY INC	20,590	$7.045M	0.1%	$183.49	+62.6%	COM	016255101
—	NEW ORIENTAL ED & TECH GRP I	74,110	$7.015M	0.1%	$84.39	—	SPON ADR	647581107
RF	REGIONS FINL CORP NEW	393,060	$6.989M	0.1%	$13.80	0.0%	COM	7591EP100
BIDU	BAIDU INC	28,740	$6.984M	0.1%	$236.94	—	SPON ADR REP A	056752108
TECK	TECK RESOURCES LTD	274,130	$6.977M	0.1%	$28.18	-5.0%	CL B	878742204
CACC	CREDIT ACCEP CORP MICH	19,670	$6.951M	0.1%	$292.48	+17.3%	COM	225310101
KSS	KOHLS CORP	95,280	$6.946M	0.1%	$44.73	+49.1%	COM	500255104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	189,010	$6.91M	0.1%	$37.65	—	SPONSORED ADR	874039100
—	SOTHEBYS	126,910	$6.896M	0.1%	$49.33	—	COM	835898107
ENTG	ENTEGRIS INC	200,180	$6.786M	0.1%	$26.77	+27.3%	COM	29362U104
VALE	VALE S A	525,060	$6.731M	0.1%	$10.90	—	ADR	91912E105
CFG	CITIZENS FINL GROUP INC	172,410	$6.707M	0.1%	$27.69	+8.8%	COM	174610105
ABEV	AMBEV SA	1,445,120	$6.691M	0.1%	$4.63	—	SPONSORED ADR	02319V103
—	DISCOVER FINL SVCS	94,640	$6.664M	0.1%	$71.93	—	COM	254709108
GRMN	GARMIN LTD	108,920	$6.644M	0.1%	$50.00	0.0%	SHS	H2906T109
MU	MICRON TECHNOLOGY INC	126,680	$6.643M	0.1%	$52.77	0.0%	COM	595112103
NAVI	NAVIENT CORPORATION	508,340	$6.624M	0.1%	$13.60	+0.2%	COM	63938C108
—	SINA CORP	77,380	$6.553M	0.1%	$100.33	—	ORD	G81477104
DAR	DARLING INGREDIENTS INC	320,230	$6.366M	0.1%	$18.12	0.0%	COM	237266101
BJRI	BJS RESTAURANTS INC	104,420	$6.265M	0.1%	$36.16	+45.5%	COM	09180C106
—	YY INC	62,040	$6.233M	0.1%	$105.20	—	ADS REPCOM CLA	98426T106
PBR	PETROLEO BRASILEIRO SA PETRO	620,980	$6.228M	0.1%	$10.03	—	SPONSORED ADR	71654V408
PII	POLARIS INDS INC	50,570	$6.179M	0.1%	$117.76	-0.7%	COM	731068102
TAL	TAL ED GROUP	167,070	$6.148M	0.1%	$34.88	—	SPONSORED ADS	874080104
—	58 COM INC	87,990	$6.101M	0.1%	$69.34	—	SPON ADR REP A	31680Q104
—	RED HAT INC	45,350	$6.094M	0.1%	$134.38	—	COM	756577102
—	LAM RESEARCH CORP	34,820	$6.019M	0.1%	$154.02	—	COM	512807108
AAPL	APPLE INC	31,970	$5.918M	0.1%	$39.17	+9.1%	COM	037833100
—	SPIRIT AEROSYSTEMS HLDGS INC	67,800	$5.825M	0.1%	$71.46	—	COM CL A	848574109
SNA	SNAP ON INC	34,880	$5.606M	0.1%	$124.36	0.0%	COM	833034101
—	SEARS HLDGS CORP	2,335,058	$5.534M	0.1%	$2.53	—	COM	812350106
—	FIAT CHRYSLER AUTOMOBILES N	292,590	$5.527M	0.1%	$18.33	—	SHS	N31738102
RYAM	RAYONIER ADVANCED MATLS INC	316,340	$5.406M	0.1%	$19.25	0.0%	COM	75508B104
EMN	EASTMAN CHEM CO	53,750	$5.373M	0.1%	$80.85	0.0%	COM	277432100
BDX	BECTON DICKINSON & CO	22,120	$5.299M	0.1%	$198.45	0.0%	COM	075887109
RMD	RESMED INC	48,810	$5.056M	0.1%	$94.12	0.0%	COM	761152107
AAP	ADVANCE AUTO PARTS INC	36,940	$5.013M	0.1%	$100.42	+6.4%	COM	00751Y106
MEOH	METHANEX CORP	65,530	$4.634M	0.1%	$67.05	0.0%	COM	59151K108
—	BLACKSTONE GROUP L P	139,730	$4.495M	0.1%	$32.17	—	COM UNIT LTD	09253U108
LYB	LYONDELLBASELL INDUSTRIES N	40,240	$4.42M	0.1%	$68.61	-0.4%	SHS - A -	N53745100
POST	POST HLDGS INC	49,470	$4.255M	0.0%	$52.22	0.0%	COM	737446104
FAST	FASTENAL CO	88,050	$4.238M	0.0%	$10.63	0.0%	COM	311900104
HUN	HUNTSMAN CORP	131,850	$3.85M	0.0%	$30.92	0.0%	COM	447011107
ASH	ASHLAND GLOBAL HLDGS INC	47,220	$3.692M	0.0%	$63.67	+3.0%	COM	044186104
PCAR	PACCAR INC	59,480	$3.685M	0.0%	$31.93	0.0%	COM	693718108
GCO	GENESCO INC	90,610	$3.597M	0.0%	$37.10	+14.8%	COM	371532102
CAG	CONAGRA BRANDS INC	95,040	$3.396M	0.0%	$27.67	0.0%	COM	205887102
KEY	KEYCORP NEW	171,690	$3.355M	0.0%	$13.98	0.0%	COM	493267108
—	U S SILICA HLDGS INC	129,570	$3.329M	0.0%	$25.69	—	COM	90346E103
—	CERNER CORP	53,990	$3.228M	0.0%	$59.79	—	COM	156782104
PNR	PENTAIR PLC	75,820	$3.191M	0.0%	$40.19	0.0%	SHS	G7S00T104
SBH	SALLY BEAUTY HLDGS INC	197,910	$3.172M	0.0%	$15.90	0.0%	COM	79546E104
KMB	KIMBERLY CLARK CORP	29,350	$3.092M	0.0%	$79.41	0.0%	COM	494368103
—	BARNES & NOBLE INC	485,429	$3.082M	0.0%	$5.22	—	COM	067774109
WWW	WOLVERINE WORLD WIDE INC	87,130	$3.03M	0.0%	$24.92	+10.7%	COM	978097103
—	ZOES KITCHEN INC	304,420	$2.971M	0.0%	$12.46	—	COM	98979J109
SEE	SEALED AIR CORP NEW	64,570	$2.741M	0.0%	$38.26	0.0%	COM	81211K100
AZO	AUTOZONE INC	4,080	$2.737M	0.0%	$645.21	0.0%	COM	053332102
CVCO	CAVCO INDS INC DEL	12,630	$2.623M	0.0%	$187.92	0.0%	COM	149568107
SHOO	MADDEN STEVEN LTD	48,280	$2.564M	0.0%	$29.08	0.0%	COM	556269108
—	BARNES GROUP INC	42,210	$2.486M	0.0%	$58.90	—	COM	067806109
PLAY	DAVE & BUSTERS ENTMT INC	51,660	$2.459M	0.0%	$44.27	0.0%	COM	238337109
KEYS	KEYSIGHT TECHNOLOGIES INC	40,140	$2.369M	0.0%	$55.57	0.0%	COM	49338L103
OLN	OLIN CORP	77,790	$2.234M	0.0%	$25.07	0.0%	COM PAR $1	680665205
MMM	3M CO	11,300	$2.223M	0.0%	$130.14	0.0%	COM	88579Y101
GWRE	GUIDEWIRE SOFTWARE INC	24,730	$2.196M	0.0%	$88.52	0.0%	COM	40171V100
LPX	LOUISIANA PAC CORP	80,330	$2.187M	0.0%	$28.66	+0.5%	COM	546347105
INTU	INTUIT	9,870	$2.016M	0.0%	$182.24	0.0%	COM	461202103
—	UNITED STATES STL CORP NEW	56,460	$1.962M	0.0%	$35.02	—	COM	912909108
ALB	ALBEMARLE CORP	19,890	$1.876M	0.0%	$86.32	0.0%	COM	012653101
GPRO	GOPRO INC	288,340	$1.857M	0.0%	$5.57	0.0%	CL A	38268T103
BC	BRUNSWICK CORP	28,530	$1.84M	0.0%	$54.18	0.0%	COM	117043109
—	MEDIDATA SOLUTIONS INC	21,600	$1.74M	0.0%	$80.56	—	COM	58471A105
ROST	ROSS STORES INC	19,160	$1.624M	0.0%	$73.33	+2.9%	COM	778296103
—	SHUTTERFLY INC	17,380	$1.565M	0.0%	$90.05	—	COM	82568P304
CHD	CHURCH & DWIGHT INC	28,700	$1.526M	0.0%	$44.10	0.0%	COM	171340102
DIN	DINE BRANDS GLOBAL INC	19,070	$1.426M	0.0%	$39.59	+35.8%	COM	254423106
LUV	SOUTHWEST AIRLS CO	27,000	$1.374M	0.0%	$52.11	-8.3%	COM	844741108
DG	DOLLAR GEN CORP NEW	13,620	$1.343M	0.0%	$87.12	0.0%	COM	256677105
—	SONIC CORP	38,725	$1.333M	0.0%	$34.42	—	COM	835451105
PATK	PATRICK INDS INC	22,280	$1.267M	0.0%	$34.92	0.0%	COM	703343103
—	FRANCESCAS HLDGS CORP	162,654	$1.228M	0.0%	$7.55	—	COM	351793104
OXM	OXFORD INDS INC	12,470	$1.035M	0.0%	$80.20	+0.5%	COM	691497309
ZUMZ	ZUMIEZ INC	39,699	$994K	0.0%	$24.89	0.0%	COM	989817101
MNRO	MONRO INC	16,716	$971K	0.0%	$56.46	0.0%	COM	610236101
W	WAYFAIR INC	7,760	$922K	0.0%	$86.81	0.0%	CL A	94419L101
CAL	CALERES INC	23,540	$810K	0.0%	$30.59	0.0%	COM	129500104
CROX	CROCS INC	44,830	$789K	0.0%	$9.48	+79.4%	COM	227046109
—	DEAN FOODS CO NEW	62,970	$662K	0.0%	$10.51	—	COM NEW	242370203
SHW	SHERWIN WILLIAMS CO	1,520	$620K	0.0%	$120.91	0.0%	COM	824348106
DRI	DARDEN RESTAURANTS INC	3,830	$410K	0.0%	$74.14	0.0%	COM	237194105
PETS	PETMED EXPRESS INC	5,525	$243K	0.0%	$38.72	0.0%	COM	716382106
—	WEIGHT WATCHERS INTL INC NEW	2,186	$221K	0.0%	$52.94	—	COM	948626106
WEN	WENDYS CO	10,540	$181K	0.0%	$16.59	+2.6%	COM	95058W100
VFC	V F CORP	1,750	$143K	0.0%	$72.31	+4.2%	COM	918204108
—	RUTHS HOSPITALITY GROUP INC	3,760	$105K	0.0%	$27.93	—	COM	783332109