Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	88,680	$66.06M	2.1%	—	—	CAP STK CL C	02079K107
—	GENERAL ELECTRIC CO	1,936,980	$61.58M	1.9%	—	—	COM	369604103
HD	HOME DEPOT INC	429,730	$57.34M	1.8%	—	—	COM	437076102
ULTA	ULTA SALON COSMETCS & FRAG I	290,170	$56.22M	1.8%	—	—	COM	90384S303
NKE	NIKE INC	908,680	$55.86M	1.7%	—	—	CL B	654106103
META	FACEBOOK INC	487,645	$55.64M	1.7%	—	—	CL A	30303M102
EFA	ISHARES TR	967,500	$55.3M	1.7%	—	—	MSCI EAFE ETF	464287465
UNH	UNITEDHEALTH GROUP INC	424,510	$54.72M	1.7%	—	—	COM	91324P102
EW	EDWARDS LIFESCIENCES CORP	610,180	$53.82M	1.7%	—	—	COM	28176E108
DVN	DEVON ENERGY CORP NEW	1,913,420	$52.5M	1.6%	—	—	COM	25179M103
AAPL	APPLE INC	478,255	$52.13M	1.6%	—	—	COM	037833100
CRM	SALESFORCE COM INC	681,740	$50.33M	1.6%	—	—	COM	79466L302
ADBE	ADOBE SYS INC	518,900	$48.67M	1.5%	—	—	COM	00724F101
CME	CME GROUP INC	476,360	$45.75M	1.4%	—	—	COM	12572Q105
EOG	EOG RES INC	627,020	$45.51M	1.4%	—	—	COM	26875P101
FDX	FEDEX CORP	274,860	$44.73M	1.4%	—	—	COM	31428X106
—	COACH INC	1,096,700	$43.97M	1.4%	—	—	COM	189754104
DIS	DISNEY WALT CO	442,320	$43.93M	1.4%	—	—	COM DISNEY	254687106
JBHT	HUNT J B TRANS SVCS INC	484,600	$40.82M	1.3%	—	—	COM	445658107
V	VISA INC	525,530	$40.19M	1.3%	—	—	COM CL A	92826C839
NXPI	NXP SEMICONDUCTORS N V	493,790	$40.03M	1.3%	—	—	COM	N6596X109
TDG	TRANSDIGM GROUP INC	179,247	$39.49M	1.2%	—	—	COM	893641100
—	DELPHI AUTOMOTIVE PLC	509,120	$38.19M	1.2%	—	—	SHS	G27823106
PANW	PALO ALTO NETWORKS INC	231,120	$37.7M	1.2%	—	—	COM	697435105
SHW	SHERWIN WILLIAMS CO	129,400	$36.84M	1.2%	—	—	COM	824348106
BMY	BRISTOL MYERS SQUIBB CO	575,580	$36.77M	1.1%	—	—	COM	110122108
SBUX	STARBUCKS CORP	591,390	$35.31M	1.1%	—	—	COM	855244109
SCHW	SCHWAB CHARLES CORP NEW	1,234,950	$34.6M	1.1%	—	—	COM	808513105
GILD	GILEAD SCIENCES INC	336,910	$30.95M	1.0%	—	—	COM	375558103
COP	CONOCOPHILLIPS	730,155	$29.4M	0.9%	—	—	COM	20825C104
CVS	CVS HEALTH CORP	279,910	$29.04M	0.9%	—	—	COM	126650100
—	PIONEER NAT RES CO	205,370	$28.9M	0.9%	—	—	COM	723787107
—	MOBILEYE N V AMSTELVEEN	763,680	$28.48M	0.9%	—	—	ORD SHS	N51488117
—	CONTINENTAL RESOURCES INC	914,860	$27.77M	0.9%	—	—	COM	212015101
CBRE	CBRE GROUP INC	936,390	$26.99M	0.8%	—	—	CL A	12504L109
—	RED HAT INC	329,770	$24.57M	0.8%	—	—	COM	756577102
ORCL	ORACLE CORP	593,830	$24.29M	0.8%	—	—	COM	68389X105
—	CAVIUM INC	391,386	$23.94M	0.7%	—	—	COM	14964U108
MNST	MONSTER BEVERAGE CORP NEW	173,115	$23.09M	0.7%	—	—	COM	61174X109
LGND	LIGAND PHARMACEUTICALS INC	213,551	$22.87M	0.7%	—	—	COM NEW	53220K504
AMZN	AMAZON COM INC	37,740	$22.4M	0.7%	—	—	COM	023135106
CVX	CHEVRON CORP NEW	229,655	$21.91M	0.7%	—	—	COM	166764100
CHRW	C H ROBINSON WORLDWIDE INC	259,940	$19.3M	0.6%	—	—	COM NEW	12541W209
1741046D	STERIS PLC	271,472	$19.29M	0.6%	—	—	SHS USD	G84720104
—	BEACON ROOFING SUPPLY INC	428,866	$17.59M	0.5%	—	—	COM	073685109
EPD	ENTERPRISE PRODS PARTNERS L	708,355	$17.44M	0.5%	—	—	COM	293792107
—	NUANCE COMMUNICATIONS INC	856,494	$16.01M	0.5%	—	—	COM	67020Y100
XOM	EXXON MOBIL CORP	191,100	$15.97M	0.5%	—	—	COM	30231G102
BURL	BURLINGTON STORES INC	282,358	$15.88M	0.5%	—	—	COM	122017106
—	INTERXION HOLDING N.V	453,802	$15.69M	0.5%	—	—	SHS	N47279109
POST	POST HLDGS INC	227,372	$15.64M	0.5%	—	—	COM	737446104
—	U S SILICA HLDGS INC	653,925	$14.86M	0.5%	—	—	COM	90346E103
CCOI	COGENT COMMUNICATIONS HLDGS	366,459	$14.3M	0.4%	—	—	COM NEW	19239V302
HEI	HEICO CORP NEW	235,958	$14.19M	0.4%	—	—	COM	422806109
—	VCA INC	245,320	$14.15M	0.4%	—	—	COM	918194101
CRTO	CRITEO S A	340,735	$14.11M	0.4%	—	—	SPONS ADS	226718104
LFUS	LITTELFUSE INC	114,555	$14.1M	0.4%	—	—	COM	537008104
CVLT	COMMVAULT SYSTEMS INC	308,557	$13.32M	0.4%	—	—	COM	204166102
VC	VISTEON CORP	167,224	$13.31M	0.4%	—	—	COM NEW	92839U206
ATR	APTARGROUP INC	167,314	$13.12M	0.4%	—	—	COM	038336103
—	BERRY PLASTICS GROUP INC	361,785	$13.08M	0.4%	—	—	COM	08579W103
WST	WEST PHARMACEUTICAL SVSC INC	188,100	$13.04M	0.4%	—	—	COM	955306105
SSNC	SS&C TECHNOLOGIES HLDGS INC	205,549	$13.04M	0.4%	—	—	COM	78467J100
—	TREEHOUSE FOODS INC	146,945	$12.75M	0.4%	—	—	COM	89469A104
FICO	FAIR ISAAC CORP	118,859	$12.61M	0.4%	—	—	COM	303250104
—	TENNECO INC	242,500	$12.49M	0.4%	—	—	COM	880349105
—	PANERA BREAD CO	60,742	$12.44M	0.4%	—	—	CL A	69840W108
BWXT	BWX TECHNOLOGIES INC	357,165	$11.99M	0.4%	—	—	COM	05605H100
ENR	ENERGIZER HLDGS INC NEW	291,745	$11.82M	0.4%	—	—	COM	29272W109
HOLX	HOLOGIC INC	341,480	$11.78M	0.4%	—	—	COM	436440101
—	MICROSEMI CORP	306,725	$11.75M	0.4%	—	—	COM	595137100
SBH	SALLY BEAUTY HLDGS INC	357,515	$11.58M	0.4%	—	—	COM	79546E104
—	ENERGY TRANSFER PRTNRS L P	348,255	$11.26M	0.4%	—	—	UNIT LTD PARTN	29273R109
AOS	SMITH A O	139,268	$10.63M	0.3%	—	—	COM	831865209
—	DUPONT FABROS TECHNOLOGY INC	261,963	$10.62M	0.3%	—	—	COM	26613Q106
BRKR	BRUKER CORP	378,555	$10.6M	0.3%	—	—	COM	116794108
—	SYNOVUS FINL CORP	363,559	$10.51M	0.3%	—	—	COM NEW	87161C501
HELE	HELEN OF TROY CORP LTD	100,726	$10.44M	0.3%	—	—	COM	G4388N106
—	ST JUDE MED INC	189,145	$10.4M	0.3%	—	—	COM	790849103
EEFT	EURONET WORLDWIDE INC	139,968	$10.37M	0.3%	—	—	COM	298736109
ACHC	ACADIA HEALTHCARE COMPANY IN	186,401	$10.27M	0.3%	—	—	COM	00404A109
EVR	EVERCORE PARTNERS INC	192,956	$9.985M	0.3%	—	—	CLASS A	29977A105
—	POWERSHARES QQQ TRUST	91,000	$9.937M	0.3%	—	—	UNIT SER 1	73935A104
—	PENNEY J C INC	892,850	$9.875M	0.3%	—	—	COM	708160106
—	INPHI CORP	289,645	$9.657M	0.3%	—	—	COM	45772F107
EXLS	EXLSERVICE HOLDINGS INC	186,127	$9.641M	0.3%	—	—	COM	302081104
—	CANTEL MEDICAL CORP	131,099	$9.355M	0.3%	—	—	COM	138098108
—	CHICOS FAS INC	684,405	$9.082M	0.3%	—	—	COM	168615102
SLB	SCHLUMBERGER LTD	122,800	$9.057M	0.3%	—	—	COM	806857108
MYGN	MYRIAD GENETICS INC	241,414	$9.036M	0.3%	—	—	COM	62855J104
—	MAGELLAN MIDSTREAM PRTNRS LP	130,560	$8.983M	0.3%	—	—	COM UNIT RP LP	559080106
LEN	LENNAR CORP	185,750	$8.983M	0.3%	—	—	CL A	526057104
—	AMEDISYS INC	184,365	$8.912M	0.3%	—	—	COM	023436108
GVA	GRANITE CONSTR INC	182,925	$8.744M	0.3%	—	—	COM	387328107
—	COLFAX CORP	302,825	$8.658M	0.3%	—	—	COM	194014106
—	DOW CHEM CO	169,700	$8.631M	0.3%	—	—	COM	260543103
—	ENERGEN CORP	235,700	$8.624M	0.3%	—	—	COM	29265N108
CACI	CACI INTL INC	79,650	$8.499M	0.3%	—	—	CL A	127190304
—	CARRIZO OIL & GAS INC	273,129	$8.445M	0.3%	—	—	COM	144577103
PENN	PENN NATL GAMING INC	502,160	$8.381M	0.3%	—	—	COM	707569109
MTSI	MA COM TECHNOLOGY SOLUTIONS	190,465	$8.34M	0.3%	—	—	COM	55405Y100
—	ELECTRONICS FOR IMAGING INC	196,211	$8.317M	0.3%	—	—	COM	286082102
MNRO	MONRO MUFFLER BRAKE INC	116,040	$8.293M	0.3%	—	—	COM	610236101
—	KATE SPADE & CO	324,005	$8.269M	0.3%	—	—	COM	485865109
—	WEATHERFORD INTL PLC	1,046,200	$8.139M	0.3%	—	—	ORD SHS	G48833100
ASTE	ASTEC INDS INC	173,765	$8.11M	0.3%	—	—	COM	046224101
ODFL	OLD DOMINION FGHT LINES INC	115,950	$8.072M	0.3%	—	—	COM	679580100
MPAA	MOTORCAR PTS AMER INC	211,726	$8.041M	0.3%	—	—	COM	620071100
FN	FABRINET	248,430	$8.037M	0.3%	—	—	SHS	G3323L100
GGG	GRACO INC	95,727	$8.037M	0.3%	—	—	COM	384109104
TFX	TELEFLEX INC	50,294	$7.897M	0.2%	—	—	COM	879369106
ITRI	ITRON INC	188,450	$7.862M	0.2%	—	—	COM	465741106
TLT	ISHARES TR	60,000	$7.837M	0.2%	—	—	20+ YR TR BD ETF	464287432
BYD	BOYD GAMING CORP	378,240	$7.814M	0.2%	—	—	COM	103304101
BP	BP PLC	256,980	$7.756M	0.2%	—	—	SPONSORED ADR	055622104
DORM	DORMAN PRODUCTS INC	142,020	$7.729M	0.2%	—	—	COM	258278100
PCTY	PAYLOCITY HLDG CORP	234,583	$7.68M	0.2%	—	—	COM	70438V106
MPWR	MONOLITHIC PWR SYS INC	119,560	$7.609M	0.2%	—	—	COM	609839105
HMC	HONDA MOTOR LTD	277,300	$7.581M	0.2%	—	—	AMERN SHS	438128308
SPWH	SPORTSMANS WHSE HLDGS INC	600,888	$7.571M	0.2%	—	—	COM	84920Y106
—	ECHO GLOBAL LOGISTICS INC	274,470	$7.455M	0.2%	—	—	COM	27875T101
—	BANK OF THE OZARKS INC	176,421	$7.404M	0.2%	—	—	COM	063904106
—	PROOFPOINT INC	137,004	$7.368M	0.2%	—	—	COM	743424103
PBH	PRESTIGE BRANDS HLDGS INC	132,420	$7.07M	0.2%	—	—	COM	74112D101
—	EQT MIDSTREAM PARTNERS LP	94,270	$7.017M	0.2%	—	—	UNIT LTD PARTN	26885B100
—	ROYAL DUTCH SHELL PLC	143,960	$6.975M	0.2%	—	—	SPONS ADR A	780259206
JBTM	JOHN BEAN TECHNOLOGIES CORP	123,533	$6.968M	0.2%	—	—	COM	477839104
MSM	MSC INDL DIRECT INC	91,195	$6.959M	0.2%	—	—	CL A	553530106
DLB	DOLBY LABORATORIES INC	158,240	$6.877M	0.2%	—	—	COM	25659T107
BLKB	BLACKBAUD INC	108,048	$6.795M	0.2%	—	—	COM	09227Q100
—	ENCANA CORP	1,095,800	$6.673M	0.2%	—	—	COM	292505104
—	NATUS MEDICAL INC DEL	172,500	$6.629M	0.2%	—	—	COM	639050103
—	CONCHO RES INC	65,540	$6.622M	0.2%	—	—	COM	20605P101
—	POWERSECURE INTL INC	348,637	$6.516M	0.2%	—	—	COM	73936N105
HAL	HALLIBURTON CO	182,280	$6.511M	0.2%	—	—	COM	406216101
—	ABIOMED INC	66,657	$6.32M	0.2%	—	—	COM	003654100
NEO	NEOGENOMICS INC	927,747	$6.253M	0.2%	—	—	COM NEW	64049M209
—	APACHE CORP	127,800	$6.238M	0.2%	—	—	COM	037411105
—	FRANCESCAS HLDGS CORP	325,340	$6.234M	0.2%	—	—	COM	351793104
—	CHUYS HLDGS INC	200,545	$6.231M	0.2%	—	—	COM	171604101
—	CALLIDUS SOFTWARE INC	372,950	$6.221M	0.2%	—	—	COM	13123E500
EQT	EQT CORP	90,900	$6.114M	0.2%	—	—	COM	26884L109
—	GULFPORT ENERGY CORP	214,800	$6.087M	0.2%	—	—	COM NEW	402635304
FISV	FISERV INC	58,694	$6.021M	0.2%	—	—	COM	337738108
MAS	MASCO CORP	190,018	$5.976M	0.2%	—	—	COM	574599106
EFX	EQUIFAX INC	51,782	$5.918M	0.2%	—	—	COM	294429105
—	ULTIMATE SOFTWARE GROUP INC	30,436	$5.889M	0.2%	—	—	COM	90385D107
—	RUBICON PROJ INC	321,035	$5.869M	0.2%	—	—	COM	78112V102
LKQ	LKQ CORP	180,259	$5.756M	0.2%	—	—	COM	501889208
QTWO	Q2 HLDGS INC	236,141	$5.677M	0.2%	—	—	COM	74736L109
SEE	SEALED AIR CORP NEW	117,263	$5.63M	0.2%	—	—	COM	81211K100
—	BARD C R INC	27,641	$5.602M	0.2%	—	—	COM	067383109
—	WASTE CONNECTIONS INC	86,710	$5.601M	0.2%	—	—	COM	941053100
TRMB	TRIMBLE NAVIGATION LTD	222,335	$5.514M	0.2%	—	—	COM	896239100
GPN	GLOBAL PMTS INC	84,332	$5.507M	0.2%	—	—	COM	37940X102
ARMK	ARAMARK	165,797	$5.491M	0.2%	—	—	COM	03852U106
—	WESTERN GAS PARTNERS LP	125,685	$5.456M	0.2%	—	—	COM UNIT LP IN	958254104
—	GTT COMMUNICATIONS INC	328,670	$5.436M	0.2%	—	—	COM	362393100
—	SPECTRUM BRANDS HLDGS INC	49,400	$5.398M	0.2%	—	—	COM	84763R101
BR	BROADRIDGE FINL SOLUTIONS IN	90,929	$5.393M	0.2%	—	—	COM	11133T103
—	FERRO CORP	453,480	$5.383M	0.2%	—	—	COM	315405100
—	NAVIGANT CONSULTING INC	337,470	$5.335M	0.2%	—	—	COM	63935N107
FANG	DIAMONDBACK ENERGY INC	68,872	$5.316M	0.2%	—	—	COM	25278X109
INGR	INGREDION INC	49,489	$5.285M	0.2%	—	—	COM	457187102
STC	STEWART INFORMATION SVCS COR	145,303	$5.272M	0.2%	—	—	COM	860372101
SBNY	SIGNATURE BK NEW YORK N Y	38,560	$5.249M	0.2%	—	—	COM	82669G104
—	ANADARKO PETE CORP	112,000	$5.216M	0.2%	—	—	COM	032511107
DLR	DIGITAL RLTY TR INC	58,389	$5.167M	0.2%	—	—	COM	253868103
ISRG	INTUITIVE SURGICAL INC	8,350	$5.019M	0.2%	—	—	COM NEW	46120E602
QSR	RESTAURANT BRANDS INTL INC	129,105	$5.013M	0.2%	—	—	COM	76131D103
SU	SUNCOR ENERGY INC NEW	179,490	$4.992M	0.2%	—	—	COM	867224107
—	TOTAL S A	109,330	$4.966M	0.2%	—	—	SPONSORED ADR	89151E109
—	JARDEN CORP	84,118	$4.959M	0.2%	—	—	COM	471109108
—	ZENDESK INC	233,905	$4.896M	0.2%	—	—	COM	98936J101
EGHT	8X8 INC NEW	485,857	$4.888M	0.2%	—	—	COM	282914100
CCK	CROWN HOLDINGS INC	97,914	$4.856M	0.2%	—	—	COM	228368106
BAH	BOOZ ALLEN HAMILTON HLDG COR	157,969	$4.783M	0.1%	—	—	CL A	099502106
PLAY	DAVE & BUSTERS ENTMT INC	123,291	$4.781M	0.1%	—	—	COM	238337109
—	BOTTOMLINE TECH DEL INC	156,590	$4.774M	0.1%	—	—	COM	101388106
MAT	MATTEL INC	141,789	$4.767M	0.1%	—	—	COM	577081102
—	E TRADE FINANCIAL CORP	194,398	$4.761M	0.1%	—	—	COM NEW	269246401
NDAQ	NASDAQ INC	71,090	$4.719M	0.1%	—	—	COM	631103108
—	BUCKEYE PARTNERS L P	69,260	$4.706M	0.1%	—	—	UNIT LTD PARTN	118230101
—	MARATHON OIL CORP	418,650	$4.664M	0.1%	—	—	COM	565849106
—	ISHARES TR	200,000	$4.602M	0.1%	—	—	HDG MSCI GERMN	46434V704
VLO	VALERO ENERGY CORP NEW	71,670	$4.597M	0.1%	—	—	COM	91913Y100
ALGN	ALIGN TECHNOLOGY INC	63,120	$4.588M	0.1%	—	—	COM	016255101
XYL	XYLEM INC	111,141	$4.546M	0.1%	—	—	COM	98419M100
—	CALLON PETE CO DEL	506,600	$4.483M	0.1%	—	—	COM	13123X102
—	TESORO LOGISTICS LP	97,095	$4.433M	0.1%	—	—	COM UNIT LP	88160T107
FNF	FIDELITY NATIONAL FINANCIAL	128,994	$4.373M	0.1%	—	—	FNF GROUP COM	31620R303
—	VANTIV INC	80,866	$4.357M	0.1%	—	—	CL A	92210H105
IRMD	IRADIMED CORP	224,550	$4.302M	0.1%	—	—	COM	46266A109
UAA	UNDER ARMOUR INC	50,300	$4.267M	0.1%	—	—	CL A	904311107
—	SPLUNK INC	85,390	$4.178M	0.1%	—	—	COM	848637104
—	HARRIS CORP DEL	53,128	$4.137M	0.1%	—	—	COM	413875105
—	CRAY INC	98,450	$4.126M	0.1%	—	—	COM NEW	225223304
—	STAMPS COM INC	37,854	$4.023M	0.1%	—	—	COM NEW	852857200
—	DENTSPLY INTL INC NEW	65,238	$4.021M	0.1%	—	—	COM	249030107
OC	OWENS CORNING NEW	84,492	$3.995M	0.1%	—	—	COM	690742101
LII	LENNOX INTL INC	29,107	$3.935M	0.1%	—	—	COM	526107107
IDXX	IDEXX LABS INC	49,700	$3.893M	0.1%	—	—	COM	45168D104
LITE	LUMENTUM HLDGS INC	143,390	$3.867M	0.1%	—	—	COM	55024U109
LEA	LEAR CORP	34,076	$3.788M	0.1%	—	—	COM NEW	521865204
—	NEVRO CORP	65,415	$3.68M	0.1%	—	—	COM	64157F103
KMI	KINDER MORGAN INC DEL	200,000	$3.572M	0.1%	—	—	COM	49456B101
HIMX	HIMAX TECHNOLOGIES INC	316,635	$3.559M	0.1%	—	—	SPONSORED ADR	43289P106
ALLE	ALLEGION PUB LTD CO	54,442	$3.468M	0.1%	—	—	ORD SHS	G0176J109
SUPN	SUPERNUS PHARMACEUTICALS INC	225,762	$3.443M	0.1%	—	—	COM	868459108
OLLI	OLLIES BARGAIN OUTLT HLDGS I	146,775	$3.439M	0.1%	—	—	COM	681116109
—	CHANNELADVISOR CORP	305,392	$3.436M	0.1%	—	—	COM	159179100
PNC	PNC FINL SVCS GROUP INC	40,000	$3.383M	0.1%	—	—	COM	693475105
—	GRACE W R & CO DEL NEW	47,503	$3.381M	0.1%	—	—	COM	38388F108
GLD	SPDR GOLD TRUST	28,500	$3.353M	0.1%	—	—	GOLD SHS	78463V107
E	ENI S P A	110,700	$3.345M	0.1%	—	—	SPONSORED ADR	26874R108
—	ONEOK PARTNERS LP	106,300	$3.338M	0.1%	—	—	UNIT LTD PARTN	68268N103
TOL	TOLL BROTHERS INC	111,200	$3.282M	0.1%	—	—	COM	889478103
—	STERICYCLE INC	25,890	$3.267M	0.1%	—	—	COM	858912108
—	PHILLIPS 66 PARTNERS LP	51,700	$3.236M	0.1%	—	—	COM UNIT REP INT	718549207
—	HANESBRANDS INC	113,840	$3.226M	0.1%	—	—	COM	410345102
—	COOPER COS INC	20,955	$3.226M	0.1%	—	—	COM NEW	216648402
—	ATHENAHEALTH INC	22,790	$3.163M	0.1%	—	—	COM	04685W103
—	WHITEWAVE FOODS CO	76,243	$3.099M	0.1%	—	—	COM	966244105
—	DOMINION MIDSTREAM PARTNERS	91,638	$3.093M	0.1%	—	—	COM UT REP LTD	257454108
—	XURA INC	156,771	$3.084M	0.1%	—	—	COM	98420V107
—	VIPER ENERGY PARTNERS LP	187,040	$3.051M	0.1%	—	—	COM UNT RP INT	92763M105
—	SHELL MIDSTREAM PARTNERS L P	82,955	$3.037M	0.1%	—	—	UNIT LTD INT	822634101
TM	TOYOTA MOTOR CORP	28,100	$2.988M	0.1%	—	—	SP ADR REP2COM	892331307
BLDR	BUILDERS FIRSTSOURCE INC	263,935	$2.975M	0.1%	—	—	COM	12008R107
—	SPECTRA ENERGY PARTNERS LP	61,695	$2.969M	0.1%	—	—	COM	84756N109
LECO	LINCOLN ELEC HLDGS INC	49,685	$2.91M	0.1%	—	—	COM	533900106
—	BAKER HUGHES INC	66,100	$2.897M	0.1%	—	—	COM	057224107
CDNS	CADENCE DESIGN SYSTEM INC	122,649	$2.892M	0.1%	—	—	COM	127387108
IWF	ISHARES TR	28,600	$2.854M	0.1%	—	—	RUS 1000 GRW ETF	464287614
MPLX	MPLX LP	95,719	$2.842M	0.1%	—	—	COM UNIT REP LTD	55336V100
JPM	JPMORGAN CHASE & CO	46,900	$2.777M	0.1%	—	—	COM	46625H100
—	TOTAL SYS SVCS INC	57,905	$2.755M	0.1%	—	—	COM	891906109
—	BOARDWALK PIPELINE PARTNERS	185,185	$2.73M	0.1%	—	—	UT LTD PARTNER	096627104
—	RICE MIDSTREAM PARTNERS LP	178,970	$2.665M	0.1%	—	—	UNIT LTD PARTN	762819100
IEX	IDEX CORP	31,690	$2.626M	0.1%	—	—	COM	45167R104
IRM	IRON MTN INC NEW	76,765	$2.603M	0.1%	—	—	COM	46284V101
MUR	MURPHY OIL CORP	95,890	$2.415M	0.1%	—	—	COM	626717102
—	MICHAEL KORS HLDGS LTD	38,530	$2.195M	0.1%	—	—	SHS	G60754101
CQP	CHENIERE ENERGY PARTNERS LP	75,380	$2.174M	0.1%	—	—	COM UNIT	16411Q101
VRTX	VERTEX PHARMACEUTICALS INC	26,830	$2.133M	0.1%	—	—	COM	92532F100
—	SOUTHWESTERN ENERGY CO	260,300	$2.101M	0.1%	—	—	COM	845467109
—	KANSAS CITY SOUTHERN	24,570	$2.1M	0.1%	—	—	COM NEW	485170302
LNG	CHENIERE ENERGY INC	61,140	$2.068M	0.1%	—	—	COM NEW	16411R208
PTEN	PATTERSON UTI ENERGY INC	117,200	$2.065M	0.1%	—	—	COM	703481101
MLM	MARTIN MARIETTA MATLS INC	12,828	$2.046M	0.1%	—	—	COM	573284106
—	SUNOCO LOGISTICS PRTNRS L P	79,879	$2.003M	0.1%	—	—	COM UNITS	86764L108
CE	CELANESE CORP DEL	29,400	$1.926M	0.1%	—	—	COM SER A	150870103
FAST	FASTENAL CO	38,810	$1.902M	0.1%	—	—	COM	311900104
LUV	SOUTHWEST AIRLS CO	42,440	$1.901M	0.1%	—	—	COM	844741108
—	TRANSCANADA CORP	46,830	$1.841M	0.1%	—	—	COM	89353D107
—	CHINA PETE & CHEM CORP	27,910	$1.818M	0.1%	—	—	SPON ADR H SHS	16941R108
GNTX	GENTEX CORP	114,500	$1.797M	0.1%	—	—	COM	371901109
—	UNIT CORP	195,730	$1.724M	0.1%	—	—	COM	909218109
CTAS	CINTAS CORP	19,200	$1.724M	0.1%	—	—	COM	172908105
OXY	OCCIDENTAL PETE CORP DEL	25,100	$1.718M	0.1%	—	—	COM	674599105
DKS	DICKS SPORTING GOODS INC	36,600	$1.711M	0.1%	—	—	COM	253393102
—	VARIAN MED SYS INC	20,930	$1.675M	0.1%	—	—	COM	92220P105
—	PLAINS GP HLDGS L P	184,500	$1.603M	0.1%	—	—	SHS A REP LTPN	72651A108
—	SONIC CORP	44,885	$1.578M	0.0%	—	—	COM	835451105
—	VALERO ENERGY PARTNERS LP	31,800	$1.506M	0.0%	—	—	COM UNT REP LP	91914J102
BAC	BANK AMER CORP	110,000	$1.487M	0.0%	—	—	COM	060505104
—	ANSYS INC	15,690	$1.404M	0.0%	—	—	COM	03662Q105
—	DST SYS INC DEL	11,840	$1.335M	0.0%	—	—	COM	233326107
—	EMERGE ENERGY SVCS LP	259,200	$1.288M	0.0%	—	—	COM REP PARTN	29102H108
—	WABCO HLDGS INC	11,860	$1.268M	0.0%	—	—	COM	92927K102
GEL	GENESIS ENERGY L P	38,690	$1.23M	0.0%	—	—	UNIT LTD PARTN	371927104
MOG/A	MOOG INC	26,330	$1.203M	0.0%	—	—	CL A	615394202
CTRA	CABOT OIL & GAS CORP	51,970	$1.18M	0.0%	—	—	COM	127097103
—	PETROCHINA CO LTD	17,050	$1.13M	0.0%	—	—	SPONSORED ADR	71646E100
—	CAMERON INTERNATIONAL CORP	16,770	$1.124M	0.0%	—	—	COM	13342B105
TRGP	TARGA RES CORP	36,980	$1.104M	0.0%	—	—	COM	87612G101
MPC	MARATHON PETE CORP	29,500	$1.097M	0.0%	—	—	COM	56585A102
RES	RPC INC	74,600	$1.058M	0.0%	—	—	COM	749660106
INDY	ISHARES	38,400	$1.033M	0.0%	—	—	INDIA 50 ETF	464289529
WAT	WATERS CORP	7,620	$1.005M	0.0%	—	—	COM	941848103
—	TESORO CORP	11,600	$998K	0.0%	—	—	COM	881609101
—	PDC ENERGY INC	16,200	$963K	0.0%	—	—	COM	69327R101
RPM	RPM INTL INC	20,240	$958K	0.0%	—	—	COM	749685103
PRAA	PRA GROUP INC	31,710	$932K	0.0%	—	—	COM	69354N106
PAA	PLAINS ALL AMERN PIPELINE L	44,055	$924K	0.0%	—	—	UNIT LTD PARTN	726503105
—	TALLGRASS ENERGY PARTNERS LP	23,881	$915K	0.0%	—	—	COM UNIT	874697105
MCHP	MICROCHIP TECHNOLOGY INC	17,160	$827K	0.0%	—	—	COM	595017104
PAYX	PAYCHEX INC	14,740	$796K	0.0%	—	—	COM	704326107
PSX	PHILLIPS 66	8,900	$771K	0.0%	—	—	COM	718546104
—	COLUMBIA PIPELINE PARTNERS L	47,895	$699K	0.0%	—	—	COM UT REPSTG	198281107
FFIV	F5 NETWORKS INC	6,380	$675K	0.0%	—	—	COM	315616102
—	CNOOC LTD	5,650	$661K	0.0%	—	—	SPONSORED ADR	126132109
BA	BOEING CO	5,000	$635K	0.0%	—	—	COM	097023105
—	STATOIL ASA	38,100	$593K	0.0%	—	—	SPONSORED ADR	85771P102
RRC	RANGE RES CORP	16,990	$550K	0.0%	—	—	COM	75281A109
—	MONSANTO CO NEW	6,120	$537K	0.0%	—	—	COM	61166W101
TJX	TJX COS INC NEW	6,840	$536K	0.0%	—	—	COM	872540109
HP	HELMERICH & PAYNE INC	8,800	$517K	0.0%	—	—	COM	423452101
—	TIVO INC	53,720	$511K	0.0%	—	—	COM	888706108
SLV	ISHARES SILVER TRUST	34,200	$502K	0.0%	—	—	ISHARES	46428Q109
KO	COCA COLA CO	10,020	$465K	0.0%	—	—	COM	191216100
QCOM	QUALCOMM INC	8,950	$458K	0.0%	—	—	COM	747525103
COST	COSTCO WHSL CORP NEW	2,800	$441K	0.0%	—	—	COM	22160K105
HOG	HARLEY DAVIDSON INC	8,363	$429K	0.0%	—	—	COM	412822108
—	DRIL-QUIP INC	6,900	$418K	0.0%	—	—	COM	262037104
BWA	BORGWARNER INC	10,340	$397K	0.0%	—	—	COM	099724106
MUSA	MURPHY USA INC	6,145	$378K	0.0%	—	—	COM	626755102
—	RICE ENERGY INC	25,470	$356K	0.0%	—	—	COM	762760106
—	ROWAN COMPANIES PLC	21,880	$352K	0.0%	—	—	SHS CL A	G7665A101
IWO	ISHARES TR	2,550	$338K	0.0%	—	—	RUS 2000 GRW ETF	464287648
C	CITIGROUP INC	8,010	$334K	0.0%	—	—	COM NEW	172967424
AXP	AMERICAN EXPRESS CO	5,175	$318K	0.0%	—	—	COM	025816109
PCAR	PACCAR INC	5,750	$314K	0.0%	—	—	COM	693718108
PG	PROCTER & GAMBLE CO	3,800	$313K	0.0%	—	—	COM	742718109
AMGN	AMGEN INC	2,000	$300K	0.0%	—	—	COM	031162100
ADP	AUTOMATIC DATA PROCESSING IN	3,000	$269K	0.0%	—	—	COM	053015103
—	NEWFIELD EXPL CO	7,300	$243K	0.0%	—	—	COM	651290108
SBS	COMPANHIA DE SANEAMENTO BASI	36,600	$242K	0.0%	—	—	SPONSORED ADR	20441A102
PRGO	PERRIGO CO PLC	1,740	$223K	0.0%	—	—	SHS	G97822103
ITW	ILLINOIS TOOL WKS INC	2,170	$222K	0.0%	—	—	COM	452308109
MSFT	MICROSOFT CORP	4,000	$221K	0.0%	—	—	COM	594918104
MDT	MEDTRONIC PLC	2,880	$216K	0.0%	—	—	SHS	G5960L103
—	NABORS INDUSTRIES LTD	22,400	$206K	0.0%	—	—	SHS	G6359F103
SPY	SPDR S&P 500 ETF TR	1,000	$206K	0.0%	—	—	TR UNIT	78462F103
SQM	SOCIEDAD QUIMICA MINERA DE C	9,800	$201K	0.0%	—	—	SPON ADR SER B	833635105
PFE	PFIZER INC	6,500	$193K	0.0%	—	—	COM	717081103
KT	KT CORP	14,200	$191K	0.0%	—	—	SPONSORED ADR	48268K101
—	WNS HOLDINGS LTD	6,100	$187K	0.0%	—	—	SPON ADR	92932M101
GOOGL	ALPHABET INC	230	$175K	0.0%	—	—	CAP STK CL A	02079K305
—	GENESEE & WYO INC	2,750	$172K	0.0%	—	—	CL A	371559105
PEP	PEPSICO INC	1,600	$164K	0.0%	—	—	COM	713448108
UNP	UNION PAC CORP	2,000	$159K	0.0%	—	—	COM	907818108
SIMO	SILICON MOTION TECHNOLOGY CO	4,100	$159K	0.0%	—	—	SPONSORED ADR	82706C108
GLPG	GALAPAGOS NV	3,700	$155K	0.0%	—	—	SPON ADR	36315X101
VLRS	CONTROLADORA VUELA CIA DE AV	7,300	$154K	0.0%	—	—	SPON ADR RP 10	21240E105
INTC	INTEL CORP	4,700	$152K	0.0%	—	—	COM	458140100
NICE	NICE SYS LTD	2,300	$149K	0.0%	—	—	SPONSORED ADR	653656108
BMA	BANCO MACRO SA	2,300	$148K	0.0%	—	—	SPON ADR B	05961W105
—	SEMGROUP CORP	6,400	$143K	0.0%	—	—	CL A	81663A105
CSCO	CISCO SYS INC	5,000	$142K	0.0%	—	—	COM	17275R102
—	CHINA LODGING GROUP LTD	3,600	$138K	0.0%	—	—	SPONSORED ADR	16949N109
—	CONSOL ENERGY INC	11,830	$134K	0.0%	—	—	COM	20854P109
—	DBV TECHNOLOGIES S A	4,100	$133K	0.0%	—	—	SPONSORED ADR	23306J101
PAC	GPO AEROPORTUARIO DEL PAC SA	1,500	$133K	0.0%	—	—	SPON ADR B	400506101
—	MARINE HARVEST ASA	8,200	$126K	0.0%	—	—	SPONSORED ADR	56824R205
—	ALLERGAN PLC	441	$118K	0.0%	—	—	SHS	G0177J108
CAT	CATERPILLAR INC DEL	1,500	$115K	0.0%	—	—	COM	149123101
DE	DEERE & CO	1,400	$108K	0.0%	—	—	COM	244199105
—	ATLASSIAN CORP PLC	4,300	$108K	0.0%	—	—	CL A	G06242104
RIG	TRANSOCEAN LTD	11,600	$106K	0.0%	—	—	REG SHS	H8817H100
—	MELLANOX TECHNOLOGIES LTD	1,900	$103K	0.0%	—	—	SHS	M51363113
ABBV	ABBVIE INC	1,800	$103K	0.0%	—	—	COM	00287Y109
MCD	MCDONALDS CORP	800	$101K	0.0%	—	—	COM	580135101
—	NEW ORIENTAL ED & TECH GRP I	2,900	$100K	0.0%	—	—	SPON ADR	647581107
TAL	TAL ED GROUP	2,000	$99,000	0.0%	—	—	ADS REPSTG COM	874080104
ABT	ABBOTT LABS	1,800	$75,000	0.0%	—	—	COM	002824100
PH	PARKER HANNIFIN CORP	500	$56,000	0.0%	—	—	COM	701094104
—	VIDEOCON D2H LTD	6,500	$48,000	0.0%	—	—	ADR	92657J101
—	CDK GLOBAL INC	1,000	$47,000	0.0%	—	—	COM	12508E101
—	WALGREENS BOOTS ALLIANCE INC	480	$40,000	0.0%	—	—	COM	931427108
SYK	STRYKER CORP	340	$36,000	0.0%	—	—	COM	863667101
CMI	CUMMINS INC	300	$33,000	0.0%	—	—	COM	231021106
—	WHOLE FOODS MKT INC	900	$28,000	0.0%	—	—	COM	966837106
—	GOODRICH PETE CORP	267,445	$26,000	0.0%	—	—	COM NEW	382410405
—	ULTRA PETROLEUM CORP	23,410	$12,000	0.0%	—	—	COM	903914109
—	PEABODY ENERGY CORP	2,158	$5,000	0.0%	—	—	COM NEW	704549203
—	CALIFORNIA RES CORP	2,349	$2,000	0.0%	—	—	COM	13057Q107