Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	LILLY ELI & CO	43,237,704	$5.611B	4.1%	—	—	COM	532457108
ADBE	ADOBE INC	19,328,193	$5.151B	3.8%	—	—	COM	00724F101
MSFT	MICROSOFT CORP.	37,858,167	$4.465B	3.3%	—	—	COM	594918104
LUV	SOUTHWEST AIRLS CO	73,653,477	$3.823B	2.8%	—	—	COM	844741108
AMGN	AMGEN INC.	19,032,868	$3.616B	2.7%	—	—	COM	031162100
TXN	TEXAS INSTRS. INC.	33,361,569	$3.539B	2.6%	—	—	COM	882508104
BIIB	BIOGEN INC.	14,586,382	$3.448B	2.5%	—	—	COM	09062X103
UAL	UNITED CONTL HLDGS INC	38,205,624	$3.048B	2.2%	—	—	COM	910047109
BABA	ALIBABA GROUP HOLDING	15,253,040	$2.783B	2.0%	—	—	COM	01609W102
FDX	FEDEX CORP	15,050,770	$2.73B	2.0%	—	—	COM	31428X106
—	ALPHABET INC CLASS A	2,196,278	$2.585B	1.9%	—	—	COM	02079k305
—	ALPHABET INC CLASS C	2,120,573	$2.488B	1.8%	—	—	COM	02079k107
MU	MICRON TECHNOLOGY INC	57,796,235	$2.389B	1.8%	—	—	COM	595112103
NTAP	NETAPP INC.	33,917,978	$2.352B	1.7%	—	—	COM	64110D104
JPM	JPMORGAN CHASE & CO.	23,166,378	$2.345B	1.7%	—	—	COM	46625H100
NVS	NOVARTIS AG ADR	23,857,216	$2.294B	1.7%	—	—	COM	66987V109
AZN	ASTRAZENECA	56,343,156	$2.278B	1.7%	—	—	COM	046353108
—	AIRBUS SE	17,086,298	$2.262B	1.7%	—	—	COM	004012250
WFC	WELLS FARGO & CO.	45,964,686	$2.221B	1.6%	—	—	COM	949746101
AAL	AMERICAN AIRLINES GROUP	68,835,752	$2.186B	1.6%	—	—	COM	02376R102
SONY	SONY CORP ADR NEW	41,638,220	$1.759B	1.3%	—	—	COM	835699307
—	ROCHE HOLDING AG-CHF	6,301,872	$1.735B	1.3%	—	—	COM	007110388
BSX	BOSTON SCIENTIFIC CORP	45,054,777	$1.729B	1.3%	—	—	COM	101137107
DAL	DELTA AIR LINES DEL	28,428,183	$1.468B	1.1%	—	—	COM	247361702
—	SIEMENS AG-Reg	13,598,892	$1.465B	1.1%	—	—	COM	005727973
HPE	HEWLETT PACKARD ENTERPRISE	91,923,218	$1.418B	1.0%	—	—	COM	42824C109
QCOM	QUALCOMM INCORP.	24,633,445	$1.405B	1.0%	—	—	COM	747525103
KLAC	KLA-TENCOR CORP.	11,739,480	$1.402B	1.0%	—	—	COM	482480100
TMO	THERMO FISHER SCIENTIFIC	5,016,836	$1.373B	1.0%	—	—	COM	883556102
SCHW	SCHWAB CHARLES CORP	31,519,711	$1.348B	1.0%	—	—	COM	808513105
INTC	INTEL CORP	24,475,815	$1.314B	1.0%	—	—	COM	458140100
CAT	CATERPILLAR INC DEL	9,351,401	$1.267B	0.9%	—	—	COM	149123101
BMRN	BIOMARIN PHARMA	14,190,873	$1.261B	0.9%	—	—	COM	09061G101
ERIC	ERICSSON	132,811,246	$1.219B	0.9%	—	—	COM	294821608
HPQ	HP INC.	61,984,783	$1.204B	0.9%	—	—	COM	40434L105
ROST	ROSS STORES INC	12,407,261	$1.155B	0.9%	—	—	COM	778296103
CCL	CARNIVAL CORP	22,131,407	$1.123B	0.8%	—	—	COM	143658300
RCL	ROYAL CARIBBEAN	9,600,983	$1.1B	0.8%	—	—	COM	V7780T103
CSCO	CISCO SYSTEMS INC	20,120,911	$1.086B	0.8%	—	—	COM	17275R102
—	SEATTLE GENETICS	14,231,300	$1.042B	0.8%	—	—	COM	812578102
BMY	BRISTOL-MYERS SQUIBB	21,749,195	$1.038B	0.8%	—	—	COM	110122108
WHR	WHIRLPOOL CP	7,748,180	$1.03B	0.8%	—	—	COM	963320106
INTU	INTUIT INC	3,898,366	$1.019B	0.7%	—	—	COM	461202103
BAC	BANKAMERICA CORP NEW	35,829,061	$989M	0.7%	—	—	COM	060505104
ELAN	ELANCO ANIMAL HEALTH INC	30,607,906	$982M	0.7%	—	—	COM	28414H103
ABT	ABBOTT LABORATORIES	11,629,057	$930M	0.7%	—	—	COM	002824100
—	DISCOVER FIN SVCS	12,913,396	$919M	0.7%	—	—	COM	254709108
—	ABIOMED INC.	3,149,040	$899M	0.7%	—	—	COM	003654100
—	SPLUNK	6,940,600	$865M	0.6%	—	—	COM	848637104
TJX	TJX COS INC NEW	16,184,448	$861M	0.6%	—	—	COM	872540109
ALKS	ALKERMES	23,263,530	$849M	0.6%	—	—	COM	G01767105
KMX	CARMAX INC.	12,026,338	$839M	0.6%	—	—	COM	143130102
MRSH	MARSH & MCLENNAN COS.	8,927,475	$838M	0.6%	—	—	COM	571748102
NVDA	NVIDIA CORP.	4,537,485	$815M	0.6%	—	—	COM	67066G104
FLEX	FLEX LTD	77,418,159	$774M	0.6%	—	—	COM	Y2573F102
BB	BLACKBERRY LTD	72,686,293	$733M	0.5%	—	—	COM	09228F103
OLED	UNIVERSAL DISPLAY CORP	4,768,412	$729M	0.5%	—	—	COM	91347P105
DE	DEERE & CO	4,340,891	$694M	0.5%	—	—	COM	244199105
MAT	MATTEL INC	50,840,399	$661M	0.5%	—	—	COM	577081102
—	NEKTAR THERAPEUTICS	19,355,822	$650M	0.5%	—	—	COM	640268108
ACM	AECOM	21,695,534	$644M	0.5%	—	—	COM	00766T100
—	QIAGEN N.V.	15,792,760	$642M	0.5%	—	—	COM	N72482123
—	E TRADE FINANCIAL	13,565,625	$630M	0.5%	—	—	COM	269246401
—	JACOBS ENGR GROUP DEL	8,224,722	$618M	0.5%	—	—	COM	469814107
ADI	ANALOG DEVICES	5,795,284	$610M	0.4%	—	—	COM	032654105
MDT	MEDTRONIC PLC	6,547,695	$596M	0.4%	—	—	COM	G5960L103
V	VISA	3,658,429	$571M	0.4%	—	—	COM	92826C839
AMZN	AMAZON.COM INC	317,128	$565M	0.4%	—	—	COM	023135106
—	L BRANDS INC.	19,069,880	$526M	0.4%	—	—	COM	501797104
GLW	CORNING INC	15,638,427	$518M	0.4%	—	—	COM	219350105
—	HESS CORPORATION	8,332,535	$502M	0.4%	—	—	COM	42809H107
IRBTQ	IROBOT CORP	4,129,700	$486M	0.4%	—	—	COM	462726100
HON	HONEYWELL INTL. INC.	3,024,335	$481M	0.4%	—	—	COM	438516106
—	CREE INC.	8,376,589	$479M	0.4%	—	—	COM	225447101
BA	BOEING CO.	1,245,079	$475M	0.3%	—	—	COM	097023105
PODD	INSULET CORP.	4,919,472	$468M	0.3%	—	—	COM	45784P101
ORCL	ORACLE CORP.	8,457,917	$454M	0.3%	—	—	COM	68389X105
UNP	UNION PACIFIC CORP.	2,679,186	$448M	0.3%	—	—	COM	907818108
NTRS	NORTHERN TRUST CORP	4,870,137	$440M	0.3%	—	—	COM	665859104
—	ALTABA INC.	5,506,190	$408M	0.3%	—	—	COM	021346101
PYPL	PAYPAL HOLDINGS INC	3,868,558	$402M	0.3%	—	—	COM	70450Y103
UPS	UNITED PARCEL SVC INC.	3,592,243	$401M	0.3%	—	—	COM	911312106
TRMB	TRIMBLE INC	9,403,723	$380M	0.3%	—	—	COM	896239100
JBLU	JET BLUE AIRWAYS	22,890,075	$374M	0.3%	—	—	COM	477143101
—	ACTIVISION BLIZZARD	8,176,650	$372M	0.3%	—	—	COM	00507V109
—	MICRO FOCUS INTL PLC ADR	14,297,353	$369M	0.3%	—	—	COM	594837403
C	CITIGROUP INC.	5,896,141	$367M	0.3%	—	—	COM	172967424
A	AGILENT TECHNOLOGIES	4,545,930	$365M	0.3%	—	—	COM	00846U101
DIS	DISNEY WALT CO.	3,282,900	$365M	0.3%	—	—	COM	254687106
ALB	ALBEMARLE CORP	4,415,880	$362M	0.3%	—	—	COM	012653101
—	DOWDUPONT INC	6,571,310	$350M	0.3%	—	—	COM	26078J100
EBAY	EBAY INC.	9,219,522	$342M	0.3%	—	—	COM	278642103
KEYS	KEYSIGHT TECHNOLOGIES	3,915,451	$341M	0.3%	—	—	COM	49338L103
ALK	ALASKA AIRGROUP INC.	6,021,971	$338M	0.2%	—	—	COM	011659109
CME	THE CME GROUP	2,004,343	$330M	0.2%	—	—	COM	12572Q105
CVS	CVS HEALTH CORP	5,926,770	$320M	0.2%	—	—	COM	126650100
ZBH	ZIMMER BIOMET HOLDINGS	2,463,720	$315M	0.2%	—	—	COM	98956P102
ILMN	ILLUMINA INC	1,000,493	$311M	0.2%	—	—	COM	452327109
—	SIEMENS HEALTHINEERS AG	7,296,721	$304M	0.2%	—	—	COM	00BD594Y4
NCLH	NORWEGIAN CRUISE LINES	5,499,950	$302M	0.2%	—	—	COM	G66721104
CHGG	CHEGG INC	7,777,890	$296M	0.2%	—	—	COM	163092109
ASML	ASML HOLDING NV	1,571,612	$296M	0.2%	—	—	COM	N07059210
RIG	TRANSOCEAN LTD	33,924,639	$295M	0.2%	—	—	COM	H8817H100
MRK	MERCK & COMPANY	3,411,200	$284M	0.2%	—	—	COM	58933Y105
RVTY	PERKIN ELMER	2,916,571	$281M	0.2%	—	—	COM	714046109
TXT	TEXTRON INC.	5,292,360	$268M	0.2%	—	—	COM	883203101
—	ELLIE MAE	2,711,045	$268M	0.2%	—	—	COM	28849P100
—	EXACT SCIENCES CORP	2,989,200	$259M	0.2%	—	—	COM	30063p105
TSLA	TESLA INC.	913,415	$256M	0.2%	—	—	COM	88160R101
PGR	PROGRESSIVE CORP.	3,512,877	$253M	0.2%	—	—	COM	743315103
—	LINDE PLC EUR	1,430,269	$252M	0.2%	—	—	COM	G5494J103
USB	US BANCORP DEL	5,124,179	$247M	0.2%	—	—	COM	902973304
XNCR	XENCOR	7,503,883	$233M	0.2%	—	—	COM	98401F105
—	VMWARE	1,266,195	$229M	0.2%	—	—	COM	928563402
DXC	DXC TECHNOLOGIES CO	3,425,108	$220M	0.2%	—	—	COM	23355L106
—	PIONEER NATURAL RES CO	1,367,296	$208M	0.2%	—	—	COM	723787107
—	PLANTRONICS INC NEW	4,485,550	$207M	0.2%	—	—	COM	727493108
EOG	EOG RESOURCES INC.	2,172,396	$207M	0.2%	—	—	COM	26875P101
—	SHUTTERFLY	5,007,582	$204M	0.1%	—	—	COM	82568P304
AMAT	APPLIED MATERIALS	5,064,160	$201M	0.1%	—	—	COM	038222105
—	SPRINT CORP.	34,760,400	$196M	0.1%	—	—	COM	85207U105
SSYS	STRATASYS LTD	7,652,200	$182M	0.1%	—	—	COM	M85548101
MKTX	MARKETAXESS HLDGS INC.	724,220	$178M	0.1%	—	—	COM	57060D108
—	COMSCORE	8,758,157	$177M	0.1%	—	—	COM	20564W105
ENTG	ENTEGRIS INC	4,788,941	$171M	0.1%	—	—	COM	29362U104
RJF	RAYMOND JAMES FINANCIAL, INC.	2,039,950	$164M	0.1%	—	—	COM	754730109
AAPL	APPLE INC	850,800	$162M	0.1%	—	—	COM	037833100
DSGX	DESCARTES SYS GRP INC	4,413,000	$161M	0.1%	—	—	COM	249906108
TDG	TRANSDIGM GROUP	340,244	$154M	0.1%	—	—	COM	893641100
—	NUANCE COMMUNICATIONS	9,108,098	$154M	0.1%	—	—	COM	67020Y100
CW	CURTISS WRIGHT	1,343,700	$152M	0.1%	—	—	COM	231561101
—	PROS HOLDINGS INC.	3,320,400	$140M	0.1%	—	—	COM	74346Y103
IMAX	IMAX CORP.	5,996,600	$136M	0.1%	—	—	COM	45245E109
MAR	MARRIOTT INTERNATIONAL	1,065,196	$133M	0.1%	—	—	COM	571903202
—	EPIZYME	10,253,801	$127M	0.1%	—	—	COM	29428V104
MXL	MAXLINEAR INC	4,901,334	$125M	0.1%	—	—	COM	57776J100
ONC	BEIGENE LTD ADR	920,439	$121M	0.1%	—	—	COM	07725L102
GD	GENERAL DYNAMICS CORP	700,990	$119M	0.1%	—	—	COM	369550108
—	SPECTRUM PHARMACEUTICALS	11,059,000	$118M	0.1%	—	—	COM	84763A108
CRM	SALESFORCE.COM	735,060	$116M	0.1%	—	—	COM	79466L302
ROK	ROCKWELL AUTOMATION	658,795	$116M	0.1%	—	—	COM	773903109
MGM	MGM RESORTS INTL	4,464,200	$115M	0.1%	—	—	COM	552953101
CMCSA	COMCAST CORP CABLE	2,724,100	$109M	0.1%	—	—	COM	20030N101
JBL	JABIL CIRCUIT	3,885,387	$103M	0.1%	—	—	COM	466313103
EW	EDWARDS LIFE	535,000	$102M	0.1%	—	—	COM	28176E108
EA	ELECTRONIC ARTS INC.	989,925	$101M	0.1%	—	—	COM	285512109
ULTA	ULTA BEAUTY INC.	281,400	$98.13M	0.1%	—	—	COM	90384S303
CTRA	CABOT OIL & GAS CORP	3,518,154	$91.82M	0.1%	—	—	COM	127097103
IEX	IDEX CORP	594,550	$90.22M	0.1%	—	—	COM	45167R104
CSX	CSX CORP.	1,194,200	$89.35M	0.1%	—	—	COM	126408103
LAB	FLUIDIGM CORP.	6,581,443	$87.47M	0.1%	—	—	COM	34385P108
SNY	SANOFI	1,955,700	$86.6M	0.1%	—	—	COM	80105N105
SLB	SCHLUMBERGER LTD	1,987,028	$86.58M	0.1%	—	—	COM	806857108
TER	TERADYNE	2,031,422	$80.93M	0.1%	—	—	COM	880770102
WAT	WATERS CORP	315,467	$79.41M	0.1%	—	—	COM	941848103
—	UNITED TECHNOLOGIES CORP.	606,162	$78.13M	0.1%	—	—	COM	913017109
HUBS	HUBSPOT INC	469,850	$78.09M	0.1%	—	—	COM	443573100
CPRI	CAPRI HOLDINGS LIMITED	1,698,200	$77.69M	0.1%	—	—	COM	G1890L107
CBOE	CBOE GLOBAL MARKETS	806,300	$76.95M	0.1%	—	—	COM	12503M108
FORM	FORMFACTOR INC	4,595,618	$73.94M	0.1%	—	—	COM	346375108
QSR	RESTAURANT BRANDS INTL	1,082,400	$70.47M	0.1%	—	—	COM	76131D103
—	TRIBUNE MEDIA COMPANY	1,514,440	$69.88M	0.1%	—	—	COM	896047503
—	FARO TECHNOLOGIES INC.	1,587,078	$69.69M	0.1%	—	—	COM	311642102
CERS	CERUS CORP	10,800,000	$67.28M	0.0%	—	—	COM	157085101
—	ARENA PHARMACEUTICALS	1,462,200	$65.55M	0.0%	—	—	COM	040047607
PNR	PENTAIR PLC	1,466,500	$65.27M	0.0%	—	—	COM	G7S00T104
—	SOUTHWESTERN ENERGY CO	13,612,475	$63.84M	0.0%	—	—	COM	845467109
—	BEIGENE LTD	6,350,100	$62.45M	0.0%	—	—	COM	00BGDY260
DELL	DELL TECHNOLOGIES	1,059,529	$62.18M	0.0%	—	—	COM	24703L202
NWL	NEWELL BRANDS INC	4,008,660	$61.49M	0.0%	—	—	COM	651229106
—	CBS CORPORATION	1,286,549	$61.15M	0.0%	—	—	COM	124857202
ACLS	AXCELIS TECHNOLOGIES	2,948,000	$59.31M	0.0%	—	—	COM	054540208
CRL	CHARLES RIVER LAB	404,000	$58.68M	0.0%	—	—	COM	159864107
NMIH	NMI HOLDINGS INC.	2,263,449	$58.55M	0.0%	—	—	COM	629209305
HLT	HILTON WORLDWIDE HOLDINGS	697,665	$57.98M	0.0%	—	—	COM	43300A203
CHTR	CHARTER COMMUNICATIONS	163,300	$56.65M	0.0%	—	—	COM	16119P108
TRV	TRAVELERS COMPANIES INC.	399,775	$54.83M	0.0%	—	—	COM	89417E109
—	NOBLE ENERGY INC.	2,133,747	$52.77M	0.0%	—	—	COM	655044105
LVS	LAS VEGAS SANDS CORP.	857,300	$52.26M	0.0%	—	—	COM	517834107
VFC	V F CORP	600,000	$52.15M	0.0%	—	—	COM	918204108
TMUS	T-MOBILE US INC.	743,800	$51.4M	0.0%	—	—	COM	872590104
NSC	NORFOLK SOUTHERN	275,000	$51.4M	0.0%	—	—	COM	655844108
TSN	TYSON FOODS	691,500	$48.01M	0.0%	—	—	COM	902494103
NNBR	NN INC	6,294,000	$47.14M	0.0%	—	—	COM	629337106
—	NUVASIVE INC.	815,600	$46.32M	0.0%	—	—	COM	670704105
GIL	GILDAN ACTIVEWEAR	1,244,500	$44.77M	0.0%	—	—	COM	375916103
—	MOMENTA PHARMACEUTICALS	3,080,660	$44.76M	0.0%	—	—	COM	60877T100
SYK	STRYKER CORP.	225,500	$44.54M	0.0%	—	—	COM	863667101
—	LIONS GATE ENT CL-B	2,886,500	$43.59M	0.0%	—	—	COM	535919500
—	ALTAIR ENGINEERING	1,150,000	$42.33M	0.0%	—	—	COM	021369103
—	PERSPECTA INC.	2,031,990	$41.09M	0.0%	—	—	COM	715347100
RYAAY	RYANAIR	528,600	$39.61M	0.0%	—	—	COM	783513203
LYFT	LYFT INC-A	500,000	$39.15M	0.0%	—	—	COM	55087P104
NVT	NVENT ELECTRIC PLC	1,393,700	$37.6M	0.0%	—	—	COM	G6700G107
WDC	WESTERN DIGITAL CORP	746,380	$35.87M	0.0%	—	—	COM	958102105
MO	ALTRIA GROUP INC.	600,504	$34.49M	0.0%	—	—	COM	02209S103
—	SPIRIT AIRLINES	615,965	$32.56M	0.0%	—	—	COM	848577102
NFLX	NETFLIX	90,250	$32.18M	0.0%	—	—	COM	64110L106
PANW	PALO ALTO NETWORKS INC.	127,900	$31.06M	0.0%	—	—	COM	697435105
—	LIONS GATE ENT CL-A	1,939,986	$30.34M	0.0%	—	—	COM	535919401
—	TRIBUNE PUBLISHING CO	2,389,726	$28.18M	0.0%	—	—	COM	89609W107
AXON	AXON ENTERPRISE INC	517,000	$28.13M	0.0%	—	—	COM	05464C101
MCD	MCDONALDS CORP.	140,600	$26.7M	0.0%	—	—	COM	580135101
SGI	TEMPUR SEALY	444,664	$25.64M	0.0%	—	—	COM	88023U101
ODFL	OLD DOMINION FREIGHT LINES	177,300	$25.6M	0.0%	—	—	COM	679580100
—	HAWAIIAN HOLDINGS INC.	951,367	$24.97M	0.0%	—	—	COM	419879101
PEP	PEPSICO INC	200,000	$24.51M	0.0%	—	—	COM	713448108
—	GLAXOSMITHKLINE PLC (ADR)	576,900	$24.11M	0.0%	—	—	COM	37733W105
BOOT	BOOT BARN HOLDINGS	775,000	$22.82M	0.0%	—	—	COM	099406100
OSIS	OSI SYSTEMS	258,700	$22.66M	0.0%	—	—	COM	671044105
ARAY	ACCURAY INC.	4,704,200	$22.44M	0.0%	—	—	COM	004397105
PEG	PUBLIC SVC ENTERPRISE GRP	372,379	$22.12M	0.0%	—	—	COM	744573106
META	FACEBOOK INC.	128,400	$21.4M	0.0%	—	—	COM	30303M102
GKOS	GLAUKOS	272,700	$21.37M	0.0%	—	—	COM	377322102
ARLO	ARLO TECHNOLOGIES INC	5,048,000	$20.85M	0.0%	—	—	COM	04206A101
—	PFENEX INC	3,341,600	$20.65M	0.0%	—	—	COM	717071104
PM	PHILIP MORRIS INTL INC	219,825	$19.43M	0.0%	—	—	COM	718172109
MA	MASTERCARD INC CL A	81,874	$19.28M	0.0%	—	—	COM	57636Q104
OSUR	ORASURE TECHNOLOGIES	1,718,000	$19.16M	0.0%	—	—	COM	68554V108
LIVN	LIVANOVA PLC	191,000	$18.57M	0.0%	—	—	COM	G5509L101
OSW	ONESPAWORLD-HOLDINGS LTD	1,200,000	$16.39M	0.0%	—	—	COM	P73684113
—	ENTERCOM COMMS CORP	2,931,058	$15.39M	0.0%	—	—	COM	293639100
—	SPIRIT AEROSYSTEMS	164,200	$15.03M	0.0%	—	—	COM	848574109
AXP	AMERICAN EXPRESS CO.	137,100	$14.98M	0.0%	—	—	COM	025816109
ABUS	ARBUTUS BIOPHARMA CORP	4,040,900	$14.47M	0.0%	—	—	COM	03879J100
MTLS	MATERIALISE NV - ADR	914,019	$14.39M	0.0%	—	—	COM	57667T100
ADSK	AUTODESK INC.	91,000	$14.18M	0.0%	—	—	COM	052769106
MCY	MERCURY GENERAL CORP	281,600	$14.1M	0.0%	—	—	COM	589400100
DMRC	DIGIMARC	417,000	$13.09M	0.0%	—	—	COM	25381B101
RMBS	RAMBUS INC DEL COM	1,248,545	$13.05M	0.0%	—	—	COM	750917106
—	SERVICESOURCE	13,365,033	$12.31M	0.0%	—	—	COM	81763U100
—	DHX MEDIA LTD	7,813,500	$12.16M	0.0%	—	—	COM	00BF2QB07
—	CIRCOR CORP	354,000	$11.54M	0.0%	—	—	COM	17273K109
CVGW	CALAVO GROWERS	134,900	$11.31M	0.0%	—	—	COM	128246105
—	TIFFANY & CO.	100,300	$10.59M	0.0%	—	—	COM	886547108
ROCK	GILBRALTAR INDUSTRIES	259,800	$10.55M	0.0%	—	—	COM	374689107
—	IMMUNOGEN	3,757,600	$10.18M	0.0%	—	—	COM	45253H101
STZ	CONSTELLATION BRANDS INC.-A	56,041	$9.826M	0.0%	—	—	COM	21036P108
HRI	HERC HOLDINGS INC	250,739	$9.774M	0.0%	—	—	COM	42704L104
EQIX	EQUINIX	20,700	$9.38M	0.0%	—	—	COM	29444U700
NTNX	NUTANIX	232,150	$8.761M	0.0%	—	—	COM	67059N108
—	ASCENA RETAIL GROUP	8,039,000	$8.682M	0.0%	—	—	COM	04351G101
—	CRAY INC	329,400	$8.581M	0.0%	—	—	COM	225223304
PEN	PENUMBRA	57,670	$8.478M	0.0%	—	—	COM	70975L107
LASR	NLIGHT	354,300	$7.894M	0.0%	—	—	COM	65487K100
—	THE RUBICON PROJECT	1,295,800	$7.878M	0.0%	—	—	COM	78112V102
ICFI	ICF INTERNATIONAL	101,417	$7.716M	0.0%	—	—	COM	44925C103
AYI	ACUITY BRANDS	57,000	$6.841M	0.0%	—	—	COM	00508Y102
ALGT	ALLEGIANT TRAVEL CO	47,100	$6.098M	0.0%	—	—	COM	01748X102
CWH	CAMPING WORLD HOLDINGS INC A	423,400	$5.889M	0.0%	—	—	COM	13462K109
—	NATIONAL OILWELL VARCO	219,566	$5.849M	0.0%	—	—	COM	637071101
—	ONCOMED PHARMACEUTICALS	5,451,400	$5.669M	0.0%	—	—	COM	68234X102
—	ADVERUM BIOTECHNOLOGIES	1,052,000	$5.512M	0.0%	—	—	COM	00773U108
BURL	BURLINGTON STORES	33,300	$5.217M	0.0%	—	—	COM	122017106
AZO	AUTOZONE INC.	4,815	$4.931M	0.0%	—	—	COM	053332102
—	WILLSCOT CORP	435,000	$4.824M	0.0%	—	—	COM	971375126
—	TUESDAY MORNING CORP.	2,183,400	$4.629M	0.0%	—	—	COM	899035505
LOW	LOWES COS INC	41,000	$4.488M	0.0%	—	—	COM	548661107
SAFRF	SAFRAN	30,000	$4.118M	0.0%	—	—	COM	F4035A557
—	MARRONE BIO INNOVATIONS	2,619,600	$4.008M	0.0%	—	—	COM	57165B106
AWI	ARMSTRONG WORLD INDS INC	47,000	$3.733M	0.0%	—	—	COM	04247X102
—	ARISTA NETWORKS	11,800	$3.711M	0.0%	—	—	COM	040413106
ACDVF	AIR CANADA CL A	150,100	$3.619M	0.0%	—	—	COM	008911877
—	HABIT BURGER	326,000	$3.527M	0.0%	—	—	COM	40449J103
—	DIEBOLD NIXDORF	300,000	$3.321M	0.0%	—	—	COM	253651103
CMA	COMERICA	43,600	$3.197M	0.0%	—	—	COM	200340107
CAR	AVIS BUDGET GROUP	80,000	$2.789M	0.0%	—	—	COM	053774105
NGVT	INGEVITY CORP	23,100	$2.44M	0.0%	—	—	COM	45688C107
REZI	RESIDEO TECHNOLOGIES, INC.	126,405	$2.438M	0.0%	—	—	COM	76118Y104
FTI	TECHNIPFMC PLC	102,500	$2.411M	0.0%	—	—	COM	G87110105
OC	OWENS CORNING	50,900	$2.398M	0.0%	—	—	COM	690742101
—	GTT COMMUNICATIONS	62,400	$2.165M	0.0%	—	—	COM	362393100
—	NCI BUILDING SYSTEMS	340,000	$2.094M	0.0%	—	—	COM	628852204
FIVE	FIVE BELOW	14,200	$1.764M	0.0%	—	—	COM	33829M101
—	AT HOME INC.	97,100	$1.734M	0.0%	—	—	COM	04650Y100
GEF/B	GREIF CL B	33,000	$1.613M	0.0%	—	—	COM	397624206
—	AXOVANT SCIENCES LTD	1,052,300	$1.4M	0.0%	—	—	COM	G0750W104
—	AVAYA HOLDINGS CORP	81,100	$1.365M	0.0%	—	—	COM	05351X101
SIG	SIGNET JEWELERS	49,536	$1.345M	0.0%	—	—	COM	G81276100
PBH	PRESTIGE BRANDS HOLDINGS	42,600	$1.274M	0.0%	—	—	COM	74112D101
—	MAXAR TECHNOLOGIES LTD	282,000	$1.134M	0.0%	—	—	COM	57778K105
VLRS	CONTROLADORA VUELA COMPANIA DE	132,000	$1.125M	0.0%	—	—	COM	21240E105
—	CERNER CORP	19,400	$1.11M	0.0%	—	—	COM	156782104
CE	CELANESE CORP	10,950	$1.08M	0.0%	—	—	COM	150870103
ROKU	ROKU INC	16,500	$1.064M	0.0%	—	—	COM	77543R102
ADNT	ADIENT PLC	73,520	$953K	0.0%	—	—	COM	G0084W101
GTX	GARRETT MOTION INC.	49,158	$724K	0.0%	—	—	COM	366505105
JNJ	JOHNSON & JOHNSON	4,700	$657K	0.0%	—	—	COM	478160104
—	RITCHIE BROS AUCTION	15,583	$530K	0.0%	—	—	COM	767744105
PFGC	PERFORMANCE FOOD GRP	11,100	$440K	0.0%	—	—	COM	71377A103
—	SYRAH RESOURCES	400,300	$304K	0.0%	—	—	COM	00B23HV20
—	DEXTERA SURGICAL INC	576,840	$19,000	0.0%	—	—	COM	252ESC108