Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BIIB	BIOGEN INC.	15,109,231	$4.813B	3.7%	—	—	COM	09062X103
LLY	LILLY ELI & CO	55,152,577	$4.658B	3.6%	—	—	COM	532457108
LUV	SOUTHWEST AIRLS CO	70,482,151	$4.613B	3.5%	—	—	COM	844741108
TXN	TEXAS INSTRS. INC.	39,823,818	$4.159B	3.2%	—	—	COM	882508104
ADBE	ADOBE SYS INC	23,468,731	$4.113B	3.2%	—	—	COM	00724F101
FDX	FEDEX CORP	15,476,367	$3.862B	3.0%	—	—	COM	31428X106
MSFT	MICROSOFT CORP.	44,834,928	$3.835B	2.9%	—	—	COM	594918104
AMGN	AMGEN INC.	22,030,249	$3.831B	2.9%	—	—	COM	031162100
NVDA	NVIDIA CORP.	13,955,030	$2.7B	2.1%	—	—	COM	67066G104
BABA	ALIBABA GROUP HOLDING	15,379,928	$2.652B	2.0%	—	—	COM	01609W102
AAL	AMERICAN AIRLINES GROUP	50,860,814	$2.646B	2.0%	—	—	COM	02376R102
JPM	JPMORGAN CHASE & CO.	23,358,935	$2.498B	1.9%	—	—	COM	46625H100
—	ALPHABET INC CLASS A	2,327,241	$2.452B	1.9%	—	—	COM	02079k305
—	ALPHABET INC CLASS C	2,306,435	$2.413B	1.9%	—	—	COM	02079k107
MU	MICRON TECHNOLOGY INC	58,390,611	$2.401B	1.8%	—	—	COM	595112103
—	ROCHE HOLDING AG-CHF	8,782,051	$2.221B	1.7%	—	—	COM	007110388
NTAP	NETAPP INC.	39,985,620	$2.212B	1.7%	—	—	COM	64110D104
SONY	SONY CORP ADR NEW	43,645,800	$1.962B	1.5%	—	—	COM	835699307
—	AIRBUS GROUP	18,551,011	$1.847B	1.4%	—	—	COM	004012250
UAL	UNITED CONTL HLDGS INC	27,283,552	$1.839B	1.4%	—	—	COM	910047109
NVS	NOVARTIS AG ADR	21,890,624	$1.838B	1.4%	—	—	COM	66987V109
SCHW	SCHWAB CHARLES CORP	34,768,270	$1.786B	1.4%	—	—	COM	808513105
AZN	ASTRAZENECA	46,012,634	$1.597B	1.2%	—	—	COM	046353108
DAL	DELTA AIR LINES DEL	28,080,724	$1.573B	1.2%	—	—	COM	247361702
CAT	CATERPILLAR INC DEL	9,578,329	$1.509B	1.2%	—	—	COM	149123101
HPE	HEWLETT PACKARD ENTERPRISE	97,437,324	$1.399B	1.1%	—	—	COM	42824C109
CCL	CARNIVAL CORP	20,510,209	$1.361B	1.0%	—	—	COM	143658300
—	NEKTAR THERAPEUTICS	22,357,522	$1.335B	1.0%	—	—	COM	640268108
HPQ	HP INC.	63,105,314	$1.326B	1.0%	—	—	COM	40434L105
KLAC	KLA-TENCOR CORP.	12,530,456	$1.317B	1.0%	—	—	COM	482480100
—	MONSANTO CO.	10,918,379	$1.275B	1.0%	—	—	COM	61166W101
ALKS	ALKERMES	21,872,931	$1.197B	0.9%	—	—	COM	G01767105
RCL	ROYAL CARIBBEAN	9,884,996	$1.179B	0.9%	—	—	COM	V7780T103
—	L BRANDS INC.	19,243,035	$1.159B	0.9%	—	—	COM	501797104
WFC	WELLS FARGO & CO.	18,405,665	$1.117B	0.9%	—	—	COM	949746101
BSX	BOSTON SCIENTIFIC CORP	43,877,562	$1.088B	0.8%	—	—	COM	101137107
ROST	ROSS STORES INC	13,282,147	$1.066B	0.8%	—	—	COM	778296103
CSCO	CISCO SYSTEMS INC	26,546,607	$1.017B	0.8%	—	—	COM	17275R102
QCOM	QUALCOMM INCORP.	15,314,552	$980M	0.8%	—	—	COM	747525103
TMO	THERMO FISHER SCIENTIFIC	5,144,244	$977M	0.7%	—	—	COM	883556102
FLEX	FLEX LTD	52,503,286	$945M	0.7%	—	—	COM	Y2573F102
BMRN	BIOMARIN PHARMA	10,245,295	$914M	0.7%	—	—	COM	09061G101
INTC	INTEL CORP	19,763,160	$912M	0.7%	—	—	COM	458140100
KMX	CARMAX INC.	14,049,575	$901M	0.7%	—	—	COM	143130102
TJX	TJX COS INC NEW	11,596,124	$887M	0.7%	—	—	COM	872540109
DE	DEERE & CO	5,485,959	$859M	0.7%	—	—	COM	244199105
—	DISCOVER FIN SVCS	11,132,025	$856M	0.7%	—	—	COM	254709108
INTU	INTUIT INC	5,373,525	$848M	0.7%	—	—	COM	461202103
ABT	ABBOTT LABORATORIES	14,613,519	$834M	0.6%	—	—	COM	002824100
BB	BLACKBERRY LTD	73,758,545	$824M	0.6%	—	—	COM	09228F103
MRSH	MARSH & MCLENNAN COS.	9,876,145	$804M	0.6%	—	—	COM	571748102
V	VISA	6,808,239	$776M	0.6%	—	—	COM	92826C839
—	ABIOMED INC.	4,079,390	$765M	0.6%	—	—	COM	003654100
—	SIEMENS	5,090,800	$709M	0.5%	—	—	COM	005727973
MDT	MEDTRONIC PLC	8,753,098	$707M	0.5%	—	—	COM	G5960L103
MAT	MATTEL INC	44,825,710	$689M	0.5%	—	—	COM	577081102
—	SEATTLE GENETICS	12,714,100	$680M	0.5%	—	—	COM	812578102
ERIC	ERICSSON	101,027,845	$675M	0.5%	—	—	COM	294821608
—	E TRADE FINANCIAL	12,718,995	$630M	0.5%	—	—	COM	269246401
—	SPLUNK	6,948,198	$576M	0.4%	—	—	COM	848637104
—	ACTIVISION BLIZZARD	8,863,250	$561M	0.4%	—	—	COM	00507V109
GLW	CORNING INC	16,972,756	$543M	0.4%	—	—	COM	219350105
—	JACOBS ENGR GROUP DEL	8,197,422	$541M	0.4%	—	—	COM	469814107
DIS	DISNEY WALT CO.	4,816,489	$518M	0.4%	—	—	COM	254687106
—	QIAGEN N.V.	16,566,194	$512M	0.4%	—	—	COM	N72482123
HON	HONEYWELL INTL. INC.	3,176,223	$487M	0.4%	—	—	COM	438516106
ACM	AECOM	13,100,755	$487M	0.4%	—	—	COM	00766T100
DXC	DXC TECHNOLOGIES CO	5,098,532	$484M	0.4%	—	—	COM	23355L106
JBLU	JET BLUE AIRWAYS	20,418,798	$456M	0.4%	—	—	COM	477143101
ADI	ANALOG DEVICES	5,007,930	$446M	0.3%	—	—	COM	032654105
UPS	UNITED PARCEL SVC INC.	3,737,185	$445M	0.3%	—	—	COM	911312106
ALK	ALASKA AIRGROUP INC.	6,037,100	$444M	0.3%	—	—	COM	011659109
—	MICRO FOCUS INTL PLC ADR	12,962,510	$435M	0.3%	—	—	COM	594837304
ILMN	ILLUMINA INC	1,887,360	$412M	0.3%	—	—	COM	452327109
—	BIOVERATIV INC	7,622,324	$411M	0.3%	—	—	COM	09075E100
—	ALTABA INC.	5,864,430	$410M	0.3%	—	—	COM	021346101
BMY	BRISTOL-MYERS SQUIBB	6,557,578	$402M	0.3%	—	—	COM	110122108
TRMB	TRIMBLE INC	9,654,888	$392M	0.3%	—	—	COM	896239100
BA	BOEING CO.	1,293,000	$381M	0.3%	—	—	COM	097023105
WHR	WHIRLPOOL CP	2,118,711	$357M	0.3%	—	—	COM	963320106
AMZN	AMAZON.COM INC	299,978	$351M	0.3%	—	—	COM	023135106
PODD	INSULET CORP.	4,953,672	$342M	0.3%	—	—	COM	45784P101
EBAY	EBAY INC.	9,030,100	$341M	0.3%	—	—	COM	278642103
C	CITIGROUP INC.	4,579,964	$341M	0.3%	—	—	COM	172967424
TSLA	TESLA INC.	1,085,790	$338M	0.3%	—	—	COM	88160R101
PYPL	PAYPAL HOLDINGS INC	4,519,840	$333M	0.3%	—	—	COM	70450Y103
ORCL	ORACLE CORP.	6,841,388	$323M	0.2%	—	—	COM	68389X105
A	AGILENT TECHNOLOGIES	4,804,100	$322M	0.2%	—	—	COM	00846U101
UNP	UNION PACIFIC CORP.	2,381,987	$319M	0.2%	—	—	COM	907818108
MRK	MERCK & COMPANY	5,575,068	$314M	0.2%	—	—	COM	58933Y105
—	CREE INC.	8,295,089	$308M	0.2%	—	—	COM	225447101
T	AT&T INC.	7,806,163	$304M	0.2%	—	—	COM	00206R102
BAC	BANKAMERICA CORP NEW	10,138,561	$299M	0.2%	—	—	COM	060505104
CME	THE CME GROUP	2,028,556	$296M	0.2%	—	—	COM	12572Q105
ASML	ASML HOLDING NV	1,698,531	$295M	0.2%	—	—	COM	N07059210
NTRS	NORTHERN TRUST CORP	2,865,457	$286M	0.2%	—	—	COM	665859104
—	ELLIE MAE	3,106,345	$278M	0.2%	—	—	COM	28849P100
USB	US BANCORP DEL	5,110,550	$274M	0.2%	—	—	COM	902973304
NCLH	NORWEGIAN CRUISE LINES	4,855,025	$259M	0.2%	—	—	COM	G66721104
PGR	PROGRESSIVE CORP.	4,518,102	$254M	0.2%	—	—	COM	743315103
—	SHUTTERFLY	5,059,482	$252M	0.2%	—	—	COM	82568P304
—	PLANTRONICS INC NEW	4,904,150	$247M	0.2%	—	—	COM	727493108
SLB	SCHLUMBERGER LTD	3,666,155	$247M	0.2%	—	—	COM	806857108
CVS	CVS HEALTH CORP	3,393,733	$246M	0.2%	—	—	COM	126650100
—	DELL TECHNOLOGIES INC	2,968,430	$241M	0.2%	—	—	COM	24703L103
RVTY	PERKIN ELMER	3,286,875	$240M	0.2%	—	—	COM	714046109
EOG	EOG RESOURCES INC.	2,184,850	$236M	0.2%	—	—	COM	26875P101
—	PRAXAIR INC.	1,480,370	$229M	0.2%	—	—	COM	74005P104
TXT	TEXTRON INC.	4,032,050	$228M	0.2%	—	—	COM	883203101
AMAT	APPLIED MATERIALS	4,316,907	$221M	0.2%	—	—	COM	038222105
KEYS	KEYSIGHT TECHNOLOGIES	5,267,505	$219M	0.2%	—	—	COM	49338L103
—	SPRINT CORP.	36,630,400	$216M	0.2%	—	—	COM	85207U105
—	VMWARE	1,679,107	$210M	0.2%	—	—	COM	928563402
—	TRIBUNE MEDIA COMPANY	4,747,990	$202M	0.2%	—	—	COM	896047503
—	DOWDUPONT INC	2,668,678	$190M	0.1%	—	—	COM	26078J100
—	EXACT SCIENCES CORP	3,579,100	$188M	0.1%	—	—	COM	30063p105
LVS	LAS VEGAS SANDS CORP.	2,542,981	$177M	0.1%	—	—	COM	517834107
—	NUANCE COMMUNICATIONS	10,695,249	$175M	0.1%	—	—	COM	67020Y100
MKTX	MARKETAXESS HLDGS INC.	859,420	$173M	0.1%	—	—	COM	57060D108
—	COMSCORE	6,067,932	$173M	0.1%	—	—	COM	20564W105
MA	MASTERCARD INC CL A	1,137,900	$172M	0.1%	—	—	COM	57636Q104
CHGG	CHEGG INC	10,195,390	$166M	0.1%	—	—	COM	163092109
CSX	CSX CORP.	2,857,900	$157M	0.1%	—	—	COM	126408103
AAPL	APPLE INC	921,500	$156M	0.1%	—	—	COM	037833100
—	RITCHIE BROS AUCTION	5,204,457	$156M	0.1%	—	—	COM	767744105
RIG	TRANSOCEAN LTD	14,222,457	$152M	0.1%	—	—	COM	H8817H100
ENTG	ENTEGRIS INC	4,979,552	$152M	0.1%	—	—	COM	29362U104
SSYS	STRATASYS LTD	7,564,300	$151M	0.1%	—	—	COM	M85548101
IMAX	IMAX CORP.	6,287,900	$146M	0.1%	—	—	COM	45245E109
CW	CURTISS WRIGHT	1,187,300	$145M	0.1%	—	—	COM	231561101
ROK	ROCKWELL AUTOMATION	729,935	$143M	0.1%	—	—	COM	773903109
XNCR	XENCOR	6,158,243	$135M	0.1%	—	—	COM	98401F105
EA	ELECTRONIC ARTS INC.	1,254,975	$132M	0.1%	—	—	COM	285512109
DSGX	DESCARTES SYS GRP INC	4,541,390	$129M	0.1%	—	—	COM	249906108
JNJ	JOHNSON & JOHNSON	921,323	$129M	0.1%	—	—	COM	478160104
NWL	NEWELL BRANDS INC	4,041,260	$125M	0.1%	—	—	COM	651229106
OLED	UNIVERSAL DISPLAY CORP	682,550	$118M	0.1%	—	—	COM	91347P105
MGM	MGM RESORTS INTL	3,527,600	$118M	0.1%	—	—	COM	552953101
CMCSA	COMCAST CORP CABLE	2,878,000	$115M	0.1%	—	—	COM	20030N101
—	ABAXIS	2,217,300	$110M	0.1%	—	—	COM	002567105
MAR	MARRIOTT INTERNATIONAL	776,400	$105M	0.1%	—	—	COM	571903202
ZBH	ZIMMER BIOMET HOLDINGS	868,100	$105M	0.1%	—	—	COM	98956P102
PNR	PENTAIR PLC	1,472,500	$104M	0.1%	—	—	COM	G7S00T104
—	EPIZYME	8,275,327	$104M	0.1%	—	—	COM	29428V104
IEX	IDEX CORP	774,030	$102M	0.1%	—	—	COM	45167R104
—	CBS CORPORATION	1,724,057	$102M	0.1%	—	—	COM	124857202
JBL	JABIL CIRCUIT	3,670,450	$96.35M	0.1%	—	—	COM	466313103
—	UNITED TECHNOLOGIES CORP.	737,200	$94.05M	0.1%	—	—	COM	913017109
—	LIONS GATE ENT CL-B	2,930,200	$93M	0.1%	—	—	COM	535919500
ACLS	AXCELIS TECHNOLOGIES	3,038,200	$87.2M	0.1%	—	—	COM	054540208
—	SPECTRUM PHARMACEUTICALS	4,566,000	$86.53M	0.1%	—	—	COM	84763A108
SNY	SANOFI	1,956,000	$84.11M	0.1%	—	—	COM	80105N105
—	FARO TECHNOLOGIES INC.	1,780,500	$83.68M	0.1%	—	—	COM	311642102
RMBS	RAMBUS INC DEL COM	5,684,527	$80.83M	0.1%	—	—	COM	750917106
TER	TERADYNE	1,790,314	$74.96M	0.1%	—	—	COM	880770102
CTRA	CABOT OIL & GAS CORP	2,605,650	$74.52M	0.1%	—	—	COM	127097103
FORM	FORMFACTOR INC	4,666,018	$73.02M	0.1%	—	—	COM	346375108
CRM	SALESFORCE.COM	679,360	$69.45M	0.1%	—	—	COM	79466L302
WDC	WESTERN DIGITAL CORP	872,706	$69.41M	0.1%	—	—	COM	958102105
HLT	HILTON WORLDWIDE HOLDINGS	860,364	$68.71M	0.1%	—	—	COM	43300A203
ODFL	OLD DOMINION FREIGHT LINES	515,300	$67.79M	0.1%	—	—	COM	679580100
—	LIONS GATE ENT CL-A	1,982,786	$67.04M	0.1%	—	—	COM	535919401
—	NOBLE ENERGY INC.	2,254,700	$65.7M	0.1%	—	—	COM	655044105
WAT	WATERS CORP	336,377	$64.98M	0.0%	—	—	COM	941848103
—	SOUTHWESTERN ENERGY CO	11,402,450	$63.63M	0.0%	—	—	COM	845467109
—	TRONC INC	3,501,631	$61.59M	0.0%	—	—	COM	89703P107
EW	EDWARDS LIFE	500,000	$56.35M	0.0%	—	—	COM	28176E108
VFC	V F CORP	757,500	$56.05M	0.0%	—	—	COM	918204108
GIL	GILDAN ACTIVEWEAR	1,709,300	$55.21M	0.0%	—	—	COM	375916103
TDG	TRANSDIGM GROUP	200,300	$55.01M	0.0%	—	—	COM	893641100
CHTR	CHARTER COMMUNICATIONS	163,300	$54.86M	0.0%	—	—	COM	16119P108
NNBR	NN INC	1,976,881	$54.56M	0.0%	—	—	COM	629337106
TRV	TRAVELERS COMPANIES INC.	399,775	$54.23M	0.0%	—	—	COM	89417E109
RYAAY	RYANAIR	519,000	$54.08M	0.0%	—	—	COM	783513203
IRBTQ	IROBOT CORP	683,000	$52.39M	0.0%	—	—	COM	462726100
AXP	AMERICAN EXPRESS CO.	524,700	$52.11M	0.0%	—	—	COM	025816109
—	NUVASIVE INC.	835,200	$48.85M	0.0%	—	—	COM	670704105
HUBS	HUBSPOT INC	528,850	$46.75M	0.0%	—	—	COM	443573100
CRL	CHARLES RIVER LAB	425,900	$46.62M	0.0%	—	—	COM	159864107
TSN	TYSON FOODS	526,100	$42.65M	0.0%	—	—	COM	902494103
—	SERVICESOURCE	13,287,533	$41.06M	0.0%	—	—	COM	81763U100
—	MOMENTA PHARMACEUTICALS	2,868,900	$40.02M	0.0%	—	—	COM	60877T100
NSC	NORFOLK SOUTHERN	275,000	$39.85M	0.0%	—	—	COM	655844108
—	GLAXOSMITHKLINE PLC (ADR)	1,072,535	$38.04M	0.0%	—	—	COM	37733W105
—	SPIRIT AIRLINES	801,700	$35.96M	0.0%	—	—	COM	848577102
—	DHX MEDIA CL A	10,051,000	$35.94M	0.0%	—	—	COM	00BRF12N3
SYK	STRYKER CORP.	227,100	$35.16M	0.0%	—	—	COM	863667101
NTNX	NUTANIX	985,732	$34.78M	0.0%	—	—	COM	67059N108
LAB	FLUIDIGM CORP.	5,775,143	$34.02M	0.0%	—	—	COM	34385P108
—	DYAX (NON-TRADABLE) CONT VAL R	10,482,860	$31.45M	0.0%	—	—	COM	267CVR991
ONC	BEIGENE LTD ADR	307,020	$30M	0.0%	—	—	COM	07725L102
—	HAWAIIAN HOLDINGS INC.	751,300	$29.94M	0.0%	—	—	COM	419879101
—	BED BATH & BEYOND INC.	1,238,150	$27.23M	0.0%	—	—	COM	075896100
CERS	CERUS CORP	7,800,000	$26.36M	0.0%	—	—	COM	157085101
OSIS	OSI SYSTEMS	391,500	$25.2M	0.0%	—	—	COM	671044105
—	IMMUNOGEN	3,823,300	$24.51M	0.0%	—	—	COM	45253H101
—	ALTAIR ENGINEERING	1,012,400	$24.22M	0.0%	—	—	COM	021369103
GD	GENERAL DYNAMICS CORP	118,000	$24.01M	0.0%	—	—	COM	369550108
PEP	PEPSICO INC	200,000	$23.98M	0.0%	—	—	COM	713448108
OSUR	ORASURE TECHNOLOGIES	1,266,000	$23.88M	0.0%	—	—	COM	68554V108
—	NATIONAL OILWELL VARCO	661,641	$23.83M	0.0%	—	—	COM	637071101
LOW	LOWES COS INC	247,700	$23.02M	0.0%	—	—	COM	548661107
ARAY	ACCURAY INC.	5,324,500	$22.89M	0.0%	—	—	COM	004397105
—	ONCOMED PHARMACEUTICALS	5,565,600	$22.82M	0.0%	—	—	COM	68234X102
CE	CELANESE CORP	210,950	$22.59M	0.0%	—	—	COM	150870103
MXL	MAXLINEAR INC	849,900	$22.45M	0.0%	—	—	COM	57776J100
TMUS	T-MOBILE US INC.	342,000	$21.72M	0.0%	—	—	COM	872590104
—	ASCENA RETAIL GROUP	9,180,000	$21.57M	0.0%	—	—	COM	04351G101
CAR	AVIS BUDGET GROUP	480,000	$21.06M	0.0%	—	—	COM	053774105
ABUS	ARBUTUS BIOPHARMA CORP	4,000,400	$20.2M	0.0%	—	—	COM	03879J100
—	BARRACUDA NETWORKS INC	720,000	$19.8M	0.0%	—	—	COM	068323104
—	MINDBODY INC	646,377	$19.68M	0.0%	—	—	COM	60255W105
HRI	HERC HOLDINGS INC	308,740	$19.33M	0.0%	—	—	COM	42704L104
PEG	PUBLIC SVC ENTERPRISE GRP	372,379	$19.18M	0.0%	—	—	COM	744573106
—	CIRCOR CORP	360,000	$17.52M	0.0%	—	—	COM	17273K109
AXON	AXON ENTERPRISE INC	660,000	$17.49M	0.0%	—	—	COM	05464C101
—	ENTERCOM COMMS CORP	1,561,538	$16.86M	0.0%	—	—	COM	293639100
CNA	CNA FINL CORP	307,400	$16.31M	0.0%	—	—	COM	126117100
—	PROS HOLDINGS INC.	609,087	$16.11M	0.0%	—	—	COM	74346Y103
—	SAFRAN	150,000	$15.46M	0.0%	—	—	COM	00B058TZ6
MCY	MERCURY GENERAL CORP	281,600	$15.05M	0.0%	—	—	COM	589400100
DMRC	DIGIMARC	413,000	$14.93M	0.0%	—	—	COM	25381B101
—	BLUE BUFFALO	453,100	$14.86M	0.0%	—	—	COM	09531U102
BOOT	BOOT BARN HOLDINGS	825,000	$13.7M	0.0%	—	—	COM	099406100
—	AXOVANT SCIENCES	2,567,300	$13.53M	0.0%	—	—	COM	G0750W104
QSR	RESTAURANT BRANDS INTL	215,000	$13.22M	0.0%	—	—	COM	76131D103
PM	PHILIP MORRIS INTL INC	123,075	$13M	0.0%	—	—	COM	718172109
—	CONSTELLIUM N.V.	1,161,500	$12.95M	0.0%	—	—	COM	N22035104
MO	ALTRIA GROUP INC.	178,204	$12.73M	0.0%	—	—	COM	02209S103
ULTA	ULTA BEAUTY INC.	51,400	$11.5M	0.0%	—	—	COM	90384S303
—	DIEBOLD NIXDORF	675,000	$11.04M	0.0%	—	—	COM	253651103
AYI	ACUITY BRANDS	55,500	$9.768M	0.0%	—	—	COM	00508Y102
RRC	RANGE RESOURCES	555,000	$9.468M	0.0%	—	—	COM	75281A109
—	NCI BUILDING SYSTEMS	475,000	$9.167M	0.0%	—	—	COM	628852204
ADNT	ADIENT PLC	113,570	$8.938M	0.0%	—	—	COM	G0084W101
—	ROCKWELL COLLINS INC.	65,900	$8.937M	0.0%	—	—	COM	774341101
STZ	CONSTELLATION BRANDS INC.-A	38,536	$8.808M	0.0%	—	—	COM	21036P108
NFLX	NETFLIX	43,200	$8.293M	0.0%	—	—	COM	64110L106
CB	CHUBB LIMITED	56,079	$8.195M	0.0%	—	—	COM	H1467J104
SGI	TEMPUR SEALY	130,500	$8.181M	0.0%	—	—	COM	88023U101
—	ESTERLINE TECHNOLOGIES	108,399	$8.097M	0.0%	—	—	COM	297425100
XOM	EXXON MOBIL CORP.	95,000	$7.946M	0.0%	—	—	COM	30231G102
CBT	CABOT CORP	125,000	$7.699M	0.0%	—	—	COM	127055101
ALGT	ALLEGIANT TRAVEL CO	43,500	$6.732M	0.0%	—	—	COM	01748X102
—	FLEX PHARMA	1,806,414	$6.304M	0.0%	—	—	COM	33938A105
—	PFENEX INC	2,356,400	$6.268M	0.0%	—	—	COM	717071104
—	TUESDAY MORNING CORP.	2,209,000	$6.075M	0.0%	—	—	COM	899035505
MATX	MATSON INC.	199,761	$5.961M	0.0%	—	—	COM	57686G105
CCK	CROWN HOLDINGS INC.	102,000	$5.737M	0.0%	—	—	COM	228368106
AZO	AUTOZONE INC.	7,800	$5.549M	0.0%	—	—	COM	053332102
PEN	PENUMBRA	57,430	$5.404M	0.0%	—	—	COM	70975L107
GEF	GREIF CL A	80,000	$4.846M	0.0%	—	—	COM	397624107
CMA	COMERICA	53,500	$4.644M	0.0%	—	—	COM	200340107
—	CRAY INC	163,000	$3.945M	0.0%	—	—	COM	225223304
CVGW	CALAVO GROWERS	45,000	$3.798M	0.0%	—	—	COM	128246105
ROKU	ROKU INC	72,000	$3.728M	0.0%	—	—	COM	77543R102
ROCK	GILBRALTAR INDUSTRIES	102,300	$3.376M	0.0%	—	—	COM	374689107
SIG	SIGNET JEWELERS	56,000	$3.167M	0.0%	—	—	COM	G81276100
—	HABIT BURGER	326,000	$3.113M	0.0%	—	—	COM	40449J103
ACDVF	AIR CANADA CL A	150,100	$3.087M	0.0%	—	—	COM	008911877
—	MARRONE BIO INNOVATIONS	2,625,600	$2.888M	0.0%	—	—	COM	57165B106
—	COVANTA HOLDINGS CORP	170,000	$2.873M	0.0%	—	—	COM	22282E102
—	PIONEER NATURAL RES CO	16,500	$2.852M	0.0%	—	—	COM	723787107
AWI	ARMSTRONG WORLD INDS INC	47,000	$2.846M	0.0%	—	—	COM	04247X102
—	THE RUBICON PROJECT	1,332,800	$2.492M	0.0%	—	—	COM	78112V102
GEF/B	GREIF CL B	35,000	$2.427M	0.0%	—	—	COM	397624206
GKOS	GLAUKOS	82,210	$2.109M	0.0%	—	—	COM	377322102
PK	PARK HOTELS & RESORTS	66,800	$1.92M	0.0%	—	—	COM	700517105
—	SKECHERS USA INC	50,000	$1.892M	0.0%	—	—	COM	830566105
—	GTT COMMUNICATIONS	40,000	$1.878M	0.0%	—	—	COM	362393100
—	ADVERUM BIOTECHNOLOGIES	503,400	$1.762M	0.0%	—	—	COM	00773U108
MCD	MCDONALDS CORP.	10,000	$1.721M	0.0%	—	—	COM	580135101
ADSK	AUTODESK INC.	15,100	$1.583M	0.0%	—	—	COM	052769106
HGV	HILTON GRAND VACATIONS	34,760	$1.458M	0.0%	—	—	COM	43283X105
NGVT	INGEVITY CORP	20,300	$1.431M	0.0%	—	—	COM	45688C107
—	ARISTA NEETWORKS	5,800	$1.366M	0.0%	—	—	COM	040413106
ABBV	ABBVIE INC.	14,000	$1.354M	0.0%	—	—	COM	00287Y109
—	CERNER CORP	19,400	$1.307M	0.0%	—	—	COM	156782104
PBH	PRESTIGE BRANDS HOLDINGS	26,000	$1.155M	0.0%	—	—	COM	74112D101
VLRS	CONTROLADORA VUELA COMPANIA DE	142,000	$1.139M	0.0%	—	—	COM	21240E105
NMIH	NMI HOLDINGS INC.	50,000	$850K	0.0%	—	—	COM	629209305
ASIX	ADVANSIX INC	17,320	$729K	0.0%	—	—	COM	00773T101
PFGC	PERFORMANCE FOOD GRP	8,500	$281K	0.0%	—	—	COM	71377A103
KEX	KIRBY CORP.	3,000	$200K	0.0%	—	—	COM	497266106
—	REX ENERGY CORP	111,400	$155K	0.0%	—	—	COM	761565506
—	DEXTERA SURGICAL INC	600,450	$29,000	0.0%	—	—	COM	252366109