Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	3,153,293	$320M	4.7%	—	—	COM	594918104
SCHW	SCHWAB CHARLES CORP NEW	7,623,133	$317M	4.6%	—	—	COM	808513105
DXC	DXC TECHNOLOGY CO	5,638,163	$300M	4.4%	—	—	COM	23355L106
BABA	ALIBABA GROUP HLDG LTD	1,854,136	$254M	3.7%	—	—	SPONSORED ADS	01609W102
INTC	INTEL CORP	5,226,866	$245M	3.6%	—	—	COM	458140100
ELV	ANTHEM INC	893,749	$235M	3.4%	—	—	COM	036752103
DIS	DISNEY WALT CO	2,122,636	$233M	3.4%	—	—	COM DISNEY	254687106
GOOG	ALPHABET INC	212,829	$220M	3.2%	—	—	CAP STK CL C	02079K107
CNC	CENTENE CORP DEL	1,803,999	$208M	3.1%	—	—	COM	15135B101
ALNY	ALNYLAM PHARMACEUTICALS INC	2,803,951	$204M	3.0%	—	—	COM	02043Q107
TMUS	T MOBILE US INC	2,936,159	$187M	2.7%	—	—	COM	872590104
LOW	LOWES COS INC	1,762,848	$163M	2.4%	—	—	COM	548661107
MA	MASTERCARD INCORPORATED	855,818	$161M	2.4%	—	—	CL A	57636Q104
VISN	COMMSCOPE HLDG CO INC	9,752,234	$160M	2.3%	—	—	COM	20337X109
WCN	WASTE CONNECTIONS INC	2,126,174	$158M	2.3%	—	—	COM	94106B101
—	SHIRE PLC	846,406	$147M	2.2%	—	—	SPONSORED ADR	82481R106
—	DOWDUPONT INC	2,644,634	$141M	2.1%	—	—	COM	26078J100
—	PERSPECTA INC	7,906,092	$136M	2.0%	—	—	COM	715347100
EXP	EAGLE MATERIALS INC	1,909,554	$117M	1.7%	—	—	COM	26969P108
ADBE	ADOBE INC	475,469	$108M	1.6%	—	—	COM	00724F101
—	LAM RESEARCH CORP	784,796	$107M	1.6%	—	—	COM	512807108
BIDU	BAIDU INC	617,783	$97.98M	1.4%	—	—	SPON ADR REP A	056752108
AMAT	APPLIED MATLS INC	2,682,479	$87.82M	1.3%	—	—	COM	038222105
KKR	KKR & CO INC	4,257,020	$83.56M	1.2%	—	—	CL A	48251W104
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	754,834	$77.7M	1.1%	—	—	COM	874054109
STZ	CONSTELLATION BRANDS INC	465,246	$74.82M	1.1%	—	—	CL A	21036P108
BTI	BRITISH AMERN TOB PLC	2,163,916	$68.94M	1.0%	—	—	SPONSORED ADR	110448107
—	MEDICINES CO	3,514,977	$67.28M	1.0%	—	—	COM	584688105
WYNN	WYNN RESORTS LTD	651,760	$64.47M	0.9%	—	—	COM	983134107
GPK	GRAPHIC PACKAGING HLDG CO	6,047,126	$64.34M	0.9%	—	—	COM	388689101
BUD	ANHEUSER BUSCH INBEV SA/NV	973,880	$64.09M	0.9%	—	—	SPONSORED ADR	03524A108
LVS	LAS VEGAS SANDS CORP	1,192,963	$62.09M	0.9%	—	—	COM	517834107
NTES	NETEASE INC	237,108	$55.81M	0.8%	—	—	SPONSORED ADR	64110W102
PVH	PVH CORP	499,453	$46.42M	0.7%	—	—	COM	693656100
UAL	UNITED CONTL HLDGS INC	423,460	$35.46M	0.5%	—	—	COM	910047109
MSGS	MADISON SQUARE GARDEN CO NEW	130,230	$34.86M	0.5%	—	—	CL A	55825T103
OLLI	OLLIES BARGAIN OUTLT HLDGS I	509,440	$33.88M	0.5%	—	—	COM	681116109
—	FOOT LOCKER INC	609,020	$32.4M	0.5%	—	—	COM	344849104
RH	RH	262,240	$31.42M	0.5%	—	—	COM	74967X103
TXRH	TEXAS ROADHOUSE INC	500,740	$29.89M	0.4%	—	—	COM	882681109
—	GUESS INC	1,350,610	$28.05M	0.4%	—	—	COM	401617105
DAL	DELTA AIR LINES INC DEL	555,710	$27.73M	0.4%	—	—	COM NEW	247361702
—	SIX FLAGS ENTMT CORP NEW	477,770	$26.58M	0.4%	—	—	COM	83001A102
SGI	TEMPUR SEALY INTL INC	619,678	$25.66M	0.4%	—	—	COM	88023U101
YUM	YUM BRANDS INC	273,560	$25.15M	0.4%	—	—	COM	988498101
RL	RALPH LAUREN CORP	221,330	$22.9M	0.3%	—	—	CL A	751212101
CROX	CROCS INC	873,340	$22.69M	0.3%	—	—	COM	227046109
WSM	WILLIAMS SONOMA INC	447,950	$22.6M	0.3%	—	—	COM	969904101
CRI	CARTERS INC	272,580	$22.25M	0.3%	—	—	COM	146229109
WMT	WALMART INC	235,940	$21.98M	0.3%	—	—	COM	931142103
BAX	BAXTER INTL INC	327,060	$21.53M	0.3%	—	—	COM	071813109
—	L BRANDS INC	808,140	$20.75M	0.3%	—	—	COM	501797104
—	SHUTTERFLY INC	500,098	$20.13M	0.3%	—	—	COM	82568P304
ULTA	ULTA BEAUTY INC	79,280	$19.41M	0.3%	—	—	COM	90384S303
BIGGQ	BIG LOTS INC	669,470	$19.36M	0.3%	—	—	COM	089302103
EAT	BRINKER INTL INC	420,290	$18.48M	0.3%	—	—	COM	109641100
AAP	ADVANCE AUTO PARTS INC	117,260	$18.46M	0.3%	—	—	COM	00751Y106
CMG	CHIPOTLE MEXICAN GRILL INC	42,130	$18.19M	0.3%	—	—	COM	169656105
M	MACYS INC	598,930	$17.84M	0.3%	—	—	COM	55616P104
TGT	TARGET CORP	267,290	$17.66M	0.3%	—	—	COM	87612E106
NKE	NIKE INC	232,070	$17.21M	0.3%	—	—	CL B	654106103
PLCE	CHILDRENS PL INC	164,680	$14.84M	0.2%	—	—	COM	168905107
ENR	ENERGIZER HLDGS INC NEW	321,090	$14.5M	0.2%	—	—	COM	29272W109
—	MICHAELS COS INC	1,022,569	$13.85M	0.2%	—	—	COM	59408Q106
LUV	SOUTHWEST AIRLS CO	294,690	$13.7M	0.2%	—	—	COM	844741108
—	AMC ENTMT HLDGS INC	1,090,920	$13.4M	0.2%	—	—	CL A COM	00165C104
PLAY	DAVE & BUSTERS ENTMT INC	294,776	$13.13M	0.2%	—	—	COM	238337109
AZO	AUTOZONE INC	15,620	$13.1M	0.2%	—	—	COM	053332102
HUN	HUNTSMAN CORP	639,810	$12.34M	0.2%	—	—	COM	447011107
JBLU	JETBLUE AIRWAYS CORP	768,370	$12.34M	0.2%	—	—	COM	477143101
SIG	SIGNET JEWELERS LIMITED	385,760	$12.26M	0.2%	—	—	SHS	G81276100
KR	KROGER CO	438,610	$12.06M	0.2%	—	—	COM	501044101
CNK	CINEMARK HOLDINGS INC	333,020	$11.92M	0.2%	—	—	COM	17243V102
COLM	COLUMBIA SPORTSWEAR CO	135,214	$11.37M	0.2%	—	—	COM	198516106
GPC	GENUINE PARTS CO	116,820	$11.22M	0.2%	—	—	COM	372460105
—	LABORATORY CORP AMER HLDGS	88,200	$11.14M	0.2%	—	—	COM NEW	50540R409
TD	TORONTO DOMINION BK ONT	222,780	$11.08M	0.2%	—	—	COM NEW	891160509
GPRO	GOPRO INC	2,555,650	$10.84M	0.2%	—	—	CL A	38268T103
ORLY	O REILLY AUTOMOTIVE INC NEW	29,610	$10.2M	0.1%	—	—	COM	67103H107
KEY	KEYCORP NEW	669,180	$9.89M	0.1%	—	—	COM	493267108
WST	WEST PHARMACEUTICAL SVSC INC	99,950	$9.798M	0.1%	—	—	COM	955306105
CAKE	CHEESECAKE FACTORY INC	216,950	$9.439M	0.1%	—	—	COM	163072101
CHDN	CHURCHILL DOWNS INC	36,451	$8.892M	0.1%	—	—	COM	171484108
CBRL	CRACKER BARREL OLD CTRY STOR	55,316	$8.843M	0.1%	—	—	COM	22410J106
HON	HONEYWELL INTL INC	66,360	$8.767M	0.1%	—	—	COM	438516106
GCO	GENESCO INC	195,020	$8.639M	0.1%	—	—	COM	371532102
DDS	DILLARDS INC	140,210	$8.456M	0.1%	—	—	CL A	254067101
—	IMPERVA INC	150,000	$8.354M	0.1%	—	—	COM	45321L100
MNST	MONSTER BEVERAGE CORP NEW	165,560	$8.149M	0.1%	—	—	COM	61174X109
KO	COCA COLA CO	171,550	$8.123M	0.1%	—	—	COM	191216100
SBH	SALLY BEAUTY HLDGS INC	472,254	$8.052M	0.1%	—	—	COM	79546E104
DRI	DARDEN RESTAURANTS INC	80,420	$8.031M	0.1%	—	—	COM	237194105
AAL	AMERICAN AIRLS GROUP INC	248,370	$7.975M	0.1%	—	—	COM	02376R102
—	ARCH COAL INC	95,820	$7.952M	0.1%	—	—	CL A	039380407
—	BED BATH & BEYOND INC	696,809	$7.888M	0.1%	—	—	COM	075896100
WING	WINGSTOP INC	122,730	$7.878M	0.1%	—	—	COM	974155103
HCC	WARRIOR MET COAL INC	320,690	$7.732M	0.1%	—	—	COM	93627C101
HLF	HERBALIFE NUTRITION LTD	130,160	$7.673M	0.1%	—	—	COM SHS	G4412G101
CPB	CAMPBELL SOUP CO	230,530	$7.605M	0.1%	—	—	COM	134429109
YELP	YELP INC	216,570	$7.578M	0.1%	—	—	CL A	985817105
LKQ	LKQ CORP	318,150	$7.55M	0.1%	—	—	COM	501889208
—	BARNES & NOBLE INC	1,060,670	$7.52M	0.1%	—	—	COM	067774109
HAS	HASBRO INC	92,110	$7.484M	0.1%	—	—	COM	418056107
—	BLACKSTONE GROUP L P	249,810	$7.447M	0.1%	—	—	COM UNIT LTD	09253U108
CVLT	COMMVAULT SYSTEMS INC	125,470	$7.414M	0.1%	—	—	COM	204166102
—	TWITTER INC	255,120	$7.332M	0.1%	—	—	COM	90184L102
PLNT	PLANET FITNESS INC	136,660	$7.328M	0.1%	—	—	CL A	72703H101
QRVO	QORVO INC	119,680	$7.268M	0.1%	—	—	COM	74736K101
QCOM	QUALCOMM INC	127,160	$7.237M	0.1%	—	—	COM	747525103
CF	CF INDS HLDGS INC	165,900	$7.218M	0.1%	—	—	COM	125269100
—	NEW MEDIA INVT GROUP INC	618,020	$7.15M	0.1%	—	—	COM	64704V106
—	ACTIVISION BLIZZARD INC	152,960	$7.123M	0.1%	—	—	COM	00507V109
FTNT	FORTINET INC	100,960	$7.111M	0.1%	—	—	COM	34959E109
HSY	HERSHEY CO	65,940	$7.067M	0.1%	—	—	COM	427866108
BTG	B2GOLD CORP	2,412,790	$7.045M	0.1%	—	—	COM	11777Q209
PFE	PFIZER INC	159,570	$6.965M	0.1%	—	—	COM	717081103
—	STAMPS COM INC	44,010	$6.85M	0.1%	—	—	COM NEW	852857200
TDG	TRANSDIGM GROUP INC	19,780	$6.726M	0.1%	—	—	COM	893641100
—	NATIONAL GEN HLDGS CORP	275,110	$6.66M	0.1%	—	—	COM	636220303
ZTS	ZOETIS INC	77,600	$6.638M	0.1%	—	—	CL A	98978V103
BKNG	BOOKING HLDGS INC	3,820	$6.58M	0.1%	—	—	COM	09857L108
ROST	ROSS STORES INC	78,958	$6.569M	0.1%	—	—	COM	778296103
AAPL	APPLE INC	41,570	$6.557M	0.1%	—	—	COM	037833100
AKAM	AKAMAI TECHNOLOGIES INC	106,450	$6.502M	0.1%	—	—	COM	00971T101
—	LIBERTY EXPEDIA HOLDINGS	165,630	$6.478M	0.1%	—	—	SER A COM	53046P109
TAK	TAKEDA PHARMACEUTICAL CO LTD	385,000	$6.476M	0.1%	—	—	SPONSORED ADS	874060205
—	INPHI CORP	200,948	$6.46M	0.1%	—	—	COM	45772F107
—	HERTZ GLOBAL HLDGS INC	471,990	$6.443M	0.1%	—	—	COM	42806J106
—	VIACOM INC NEW	247,340	$6.357M	0.1%	—	—	CL B	92553P201
—	CAESARS ENTMT CORP	931,350	$6.324M	0.1%	—	—	COM	127686103
RIG	TRANSOCEAN LTD	904,675	$6.278M	0.1%	—	—	REG SHS	H8817H100
—	L3 TECHNOLOGIES INC	35,850	$6.226M	0.1%	—	—	COM	502413107
GLW	CORNING INC	205,960	$6.222M	0.1%	—	—	COM	219350105
MS	MORGAN STANLEY	155,770	$6.176M	0.1%	—	—	COM NEW	617446448
NTAP	NETAPP INC	102,420	$6.111M	0.1%	—	—	COM	64110D104
GS	GOLDMAN SACHS GROUP INC	36,530	$6.102M	0.1%	—	—	COM	38141G104
PRAA	PRA GROUP INC	250,200	$6.097M	0.1%	—	—	COM	69354N106
EA	ELECTRONIC ARTS INC	76,830	$6.063M	0.1%	—	—	COM	285512109
NOK	NOKIA CORP	1,039,560	$6.05M	0.1%	—	—	SPONSORED ADR	654902204
EPC	EDGEWELL PERS CARE CO	161,000	$6.013M	0.1%	—	—	COM	28035Q102
ALLE	ALLEGION PUB LTD CO	74,949	$5.974M	0.1%	—	—	ORD SHS	G0176J109
PH	PARKER HANNIFIN CORP	39,930	$5.955M	0.1%	—	—	COM	701094104
—	E TRADE FINANCIAL CORP	135,200	$5.933M	0.1%	—	—	COM NEW	269246401
TECK	TECK RESOURCES LTD	275,000	$5.924M	0.1%	—	—	CL B	878742204
HZO	MARINEMAX INC	320,680	$5.872M	0.1%	—	—	COM	567908108
RIO	RIO TINTO PLC	120,400	$5.837M	0.1%	—	—	SPONSORED ADR	767204100
—	ATLANTICA YIELD PLC	293,007	$5.743M	0.1%	—	—	SHS	G0751N103
POST	POST HLDGS INC	64,190	$5.721M	0.1%	—	—	COM	737446104
—	MELLANOX TECHNOLOGIES LTD	61,820	$5.711M	0.1%	—	—	SHS	M51363113
EBAY	EBAY INC	203,290	$5.706M	0.1%	—	—	COM	278642103
—	TIM PARTICIPACOES S A	368,179	$5.648M	0.1%	—	—	SPONSORED ADR	88706P205
—	EXTRACTION OIL AND GAS INC	1,310,130	$5.62M	0.1%	—	—	COM	30227M105
—	HORIZON PHARMA PLC	285,100	$5.571M	0.1%	—	—	SHS	G4617B105
BTU	PEABODY ENERGY CORP NEW	181,570	$5.534M	0.1%	—	—	COM	704551100
—	VMWARE INC	40,140	$5.504M	0.1%	—	—	CL A COM	928563402
TSM	TAIWAN SEMICONDUCTOR MFG LTD	147,330	$5.438M	0.1%	—	—	SPONSORED ADR	874039100
VALE	VALE S A	411,330	$5.425M	0.1%	—	—	ADR	91912E105
—	SOTHEBYS	135,210	$5.373M	0.1%	—	—	COM	835898107
CDNS	CADENCE DESIGN SYSTEM INC	123,570	$5.373M	0.1%	—	—	COM	127387108
LEA	LEAR CORP	43,330	$5.324M	0.1%	—	—	COM NEW	521865204
COP	CONOCOPHILLIPS	84,700	$5.281M	0.1%	—	—	COM	20825C104
SNA	SNAP ON INC	36,310	$5.275M	0.1%	—	—	COM	833034101
—	LIBERTY TRIPADVISOR HLDGS IN	331,830	$5.273M	0.1%	—	—	COM SER A	531465102
—	CITRIX SYS INC	51,280	$5.254M	0.1%	—	—	COM	177376100
—	NEW ORIENTAL ED & TECH GRP I	95,580	$5.239M	0.1%	—	—	SPON ADR	647581107
CHKP	CHECK POINT SOFTWARE TECH LT	50,750	$5.209M	0.1%	—	—	ORD	M22465104
TAL	TAL ED GROUP	194,890	$5.2M	0.1%	—	—	SPONSORED ADS	874080104
TXN	TEXAS INSTRS INC	54,970	$5.195M	0.1%	—	—	COM	882508104
KEYS	KEYSIGHT TECHNOLOGIES INC	83,440	$5.18M	0.1%	—	—	COM	49338L103
PBR	PETROLEO BRASILEIRO SA PETRO	396,320	$5.156M	0.1%	—	—	SPONSORED ADR	71654V408
V	VISA INC	39,040	$5.151M	0.1%	—	—	COM CL A	92826C839
—	ATHENE HLDG LTD	129,210	$5.146M	0.1%	—	—	CL A	G0684D107
TTC	TORO CO	91,920	$5.136M	0.1%	—	—	COM	891092108
BA	BOEING CO	15,840	$5.108M	0.1%	—	—	COM	097023105
SONY	SONY CORP	105,110	$5.075M	0.1%	—	—	SPONSORED ADR	835699307
META	FACEBOOK INC	38,670	$5.069M	0.1%	—	—	CL A	30303M102
EXPE	EXPEDIA GROUP INC	44,980	$5.067M	0.1%	—	—	COM NEW	30212P303
CACC	CREDIT ACCEP CORP MICH	13,260	$5.062M	0.1%	—	—	COM	225310101
LIVN	LIVANOVA PLC	55,330	$5.061M	0.1%	—	—	SHS	G5509L101
—	CNOOC LTD	33,110	$5.048M	0.1%	—	—	SPONSORED ADR	126132109
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	79,110	$5.022M	0.1%	—	—	CL A	192446102
LULU	LULULEMON ATHLETICA INC	41,080	$4.996M	0.1%	—	—	COM	550021109
—	SANTANDER CONSUMER USA HDG I	280,990	$4.943M	0.1%	—	—	COM	80283M101
TMO	THERMO FISHER SCIENTIFIC INC	22,020	$4.928M	0.1%	—	—	COM	883556102
—	ARCONIC INC	288,520	$4.864M	0.1%	—	—	COM	03965L100
CI	CIGNA CORP NEW	25,370	$4.818M	0.1%	—	—	COM	125523100
—	58 COM INC	88,780	$4.813M	0.1%	—	—	SPON ADR REP A	31680Q104
—	LIBERTY GLOBAL PLC	232,570	$4.8M	0.1%	—	—	SHS CL C	G5480U120
—	SEAGATE TECHNOLOGY PLC	123,900	$4.781M	0.1%	—	—	SHS	G7945M107
TJX	TJX COS INC NEW	106,790	$4.778M	0.1%	—	—	COM	872540109
—	CENTURYLINK INC	314,880	$4.77M	0.1%	—	—	COM	156700106
—	ENCANA CORP	823,060	$4.757M	0.1%	—	—	COM	292505104
—	FIAT CHRYSLER AUTOMOBILES N	322,230	$4.659M	0.1%	—	—	SHS	N31738102
JAZZ	JAZZ PHARMACEUTICALS PLC	37,450	$4.642M	0.1%	—	—	SHS USD	G50871105
—	CIT GROUP INC	119,350	$4.568M	0.1%	—	—	COM NEW	125581801
—	SINA CORP	83,990	$4.505M	0.1%	—	—	ORD	G81477104
ADM	ARCHER DANIELS MIDLAND CO	108,700	$4.453M	0.1%	—	—	COM	039483102
CFG	CITIZENS FINL GROUP INC	149,220	$4.436M	0.1%	—	—	COM	174610105
GTN	GRAY TELEVISION INC	299,162	$4.41M	0.1%	—	—	COM	389375106
MU	MICRON TECHNOLOGY INC	136,360	$4.327M	0.1%	—	—	COM	595112103
MEOH	METHANEX CORP	87,160	$4.192M	0.1%	—	—	COM	59151K108
MNRO	MONRO INC	60,120	$4.133M	0.1%	—	—	COM	610236101
—	HESS CORP	99,940	$4.048M	0.1%	—	—	COM	42809H107
—	KIRKLAND LAKE GOLD LTD	155,170	$4.046M	0.1%	—	—	COM	49741E100
MDT	MEDTRONIC PLC	44,470	$4.045M	0.1%	—	—	SHS	G5960L103
MKC	MCCORMICK & CO INC	28,840	$4.016M	0.1%	—	—	COM NON VTG	579780206
BHC	BAUSCH HEALTH COS INC	216,950	$4.007M	0.1%	—	—	COM	071734107
SHOO	MADDEN STEVEN LTD	131,430	$3.977M	0.1%	—	—	COM	556269108
—	CASTLIGHT HEALTH INC	1,771,350	$3.844M	0.1%	—	—	CL B	14862Q100
ADSK	AUTODESK INC	29,510	$3.795M	0.1%	—	—	COM	052769106
UHS	UNIVERSAL HLTH SVCS INC	32,230	$3.757M	0.1%	—	—	CL B	913903100
TEVA	TEVA PHARMACEUTICAL INDS LTD	241,220	$3.72M	0.1%	—	—	SPONSORED ADR	881624209
PZZA	PAPA JOHNS INTL INC	93,290	$3.714M	0.1%	—	—	COM	698813102
DAR	DARLING INGREDIENTS INC	183,520	$3.531M	0.1%	—	—	COM	237266101
—	MALLINCKRODT PUB LTD CO	218,540	$3.453M	0.1%	—	—	SHS	G5785G107
—	ENDO INTL PLC	450,720	$3.29M	0.0%	—	—	SHS	G30401106
TAP	MOLSON COORS BREWING CO	58,500	$3.285M	0.0%	—	—	CL B	60871R209
MO	ALTRIA GROUP INC	65,760	$3.248M	0.0%	—	—	COM	02209S103
SJM	SMUCKER J M CO	33,950	$3.174M	0.0%	—	—	COM NEW	832696405
BCPC	BALCHEM CORP	40,190	$3.149M	0.0%	—	—	COM	057665200
NUS	NU SKIN ENTERPRISES INC	51,210	$3.141M	0.0%	—	—	CL A	67018T105
FIVE	FIVE BELOW INC	30,340	$3.104M	0.0%	—	—	COM	33829M101
LYB	LYONDELLBASELL INDUSTRIES N	36,580	$3.042M	0.0%	—	—	SHS - A -	N53745100
FMC	F M C CORP	40,480	$2.994M	0.0%	—	—	COM NEW	302491303
DEO	DIAGEO P L C	21,030	$2.982M	0.0%	—	—	SPON ADR NEW	25243Q205
PM	PHILIP MORRIS INTL INC	44,480	$2.969M	0.0%	—	—	COM	718172109
LOCO	EL POLLO LOCO HLDGS INC	184,160	$2.794M	0.0%	—	—	COM	268603107
—	BARNES GROUP INC	51,600	$2.767M	0.0%	—	—	COM	067806109
—	CTRIP COM INTL LTD	101,780	$2.754M	0.0%	—	—	AMERICAN DEP SHS	22943F100
BSX	BOSTON SCIENTIFIC CORP	77,730	$2.747M	0.0%	—	—	COM	101137107
SHAK	SHAKE SHACK INC	58,930	$2.677M	0.0%	—	—	CL A	819047101
—	FIESTA RESTAURANT GROUP INC	172,558	$2.676M	0.0%	—	—	COM	31660B101
—	HANESBRANDS INC	203,920	$2.555M	0.0%	—	—	COM	410345102
—	AMEDISYS INC	20,740	$2.429M	0.0%	—	—	COM	023436108
PRKS	SEAWORLD ENTMT INC	106,260	$2.347M	0.0%	—	—	COM	81282V100
RRX	REGAL BELOIT CORP	31,560	$2.211M	0.0%	—	—	COM	758750103
ACHC	ACADIA HEALTHCARE COMPANY IN	83,070	$2.136M	0.0%	—	—	COM	00404A109
MAT	MATTEL INC	202,520	$2.023M	0.0%	—	—	COM	577081102
CVCO	CAVCO INDS INC DEL	15,280	$1.992M	0.0%	—	—	COM	149568107
JNJ	JOHNSON & JOHNSON	15,180	$1.959M	0.0%	—	—	COM	478160104
—	MATCH GROUP INC	45,264	$1.936M	0.0%	—	—	COM	57665R106
TSCO	TRACTOR SUPPLY CO	20,900	$1.744M	0.0%	—	—	COM	892356106
COTY	COTY INC	250,200	$1.641M	0.0%	—	—	COM CL A	222070203
HELE	HELEN OF TROY CORP LTD	11,870	$1.557M	0.0%	—	—	COM	G4388N106
SAM	BOSTON BEER INC	6,080	$1.464M	0.0%	—	—	CL A	100557107
HAIN	HAIN CELESTIAL GROUP INC	89,920	$1.426M	0.0%	—	—	COM	405217100
FLO	FLOWERS FOODS INC	75,390	$1.392M	0.0%	—	—	COM	343498101
—	NUTRI SYS INC NEW	29,630	$1.3M	0.0%	—	—	COM	67069D108
DIN	DINE BRANDS GLOBAL INC	16,967	$1.143M	0.0%	—	—	COM	254423106
CAR	AVIS BUDGET GROUP	48,420	$1.088M	0.0%	—	—	COM	053774105
JACK	JACK IN THE BOX INC	13,910	$1.08M	0.0%	—	—	COM	466367109
—	MICHAEL KORS HLDGS LTD	22,980	$871K	0.0%	—	—	SHS	G60754101
PENN	PENN NATL GAMING INC	26,090	$491K	0.0%	—	—	COM	707569109
SMG	SCOTTS MIRACLE GRO CO	3,180	$195K	0.0%	—	—	CL A	810186106
BURL	BURLINGTON STORES INC	703	$114K	0.0%	—	—	COM	122017106
—	WEIGHT WATCHERS INTL INC NEW	2,186	$84,000	0.0%	—	—	COM	948626106
ANF	ABERCROMBIE & FITCH CO	610	$12,000	0.0%	—	—	CL A	002896207