Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EW	EDWARDS LIFESCIENCES CORP	529,330	$63.82M	1.9%	—	—	COM	28176E108
HD	HOME DEPOT INC	485,740	$62.51M	1.9%	—	—	COM	437076102
EOG	EOG RES INC	631,040	$61.03M	1.8%	—	—	COM	26875P101
V	VISA INC	710,410	$58.75M	1.8%	—	—	COM CL A	92826C839
ADBE	ADOBE SYS INC	522,300	$56.69M	1.7%	—	—	COM	00724F101
AMZN	AMAZON COM INC	66,830	$55.96M	1.7%	—	—	COM	023135106
GOOG	ALPHABET INC	69,855	$54.3M	1.6%	—	—	CAP STK CL C	02079K107
EEM	ISHARES TR	1,425,000	$53.37M	1.6%	—	—	MSCI EMG MKT ETF	464287234
ULTA	ULTA SALON COSMETCS & FRAG I	220,295	$52.43M	1.6%	—	—	COM	90384S303
CME	CME GROUP INC	482,200	$50.4M	1.5%	—	—	COM	12572Q105
—	GENERAL ELECTRIC CO	1,699,500	$50.34M	1.5%	—	—	COM	369604103
NXPI	NXP SEMICONDUCTORS N V	481,670	$49.13M	1.5%	—	—	COM	N6596X109
DVN	DEVON ENERGY CORP NEW	1,082,140	$47.73M	1.4%	—	—	COM	25179M103
—	ABIOMED INC	362,427	$46.6M	1.4%	—	—	COM	003654100
TDG	TRANSDIGM GROUP INC	159,960	$46.25M	1.4%	—	—	COM	893641100
MDT	MEDTRONIC PLC	519,670	$44.9M	1.4%	—	—	SHS	G5960L103
UNH	UNITEDHEALTH GROUP INC	300,030	$42M	1.3%	—	—	COM	91324P102
—	COACH INC	1,103,095	$40.33M	1.2%	—	—	COM	189754104
META	FACEBOOK INC	308,725	$39.6M	1.2%	—	—	CL A	30303M102
MNST	MONSTER BEVERAGE CORP NEW	264,415	$38.82M	1.2%	—	—	COM	61174X109
AAPL	APPLE INC	341,560	$38.61M	1.2%	—	—	COM	037833100
—	PIONEER NAT RES CO	204,100	$37.89M	1.1%	—	—	COM	723787107
PANW	PALO ALTO NETWORKS INC	236,370	$37.66M	1.1%	—	—	COM	697435105
BIIB	BIOGEN INC	116,380	$36.43M	1.1%	—	—	COM	09062X103
AMAT	APPLIED MATLS INC	1,205,500	$36.35M	1.1%	—	—	COM	038222105
MSFT	MICROSOFT CORP	619,450	$35.68M	1.1%	—	—	COM	594918104
EA	ELECTRONIC ARTS INC	383,280	$32.73M	1.0%	—	—	COM	285512109
MCHP	MICROCHIP TECHNOLOGY INC	522,120	$32.45M	1.0%	—	—	COM	595017104
—	DELPHI AUTOMOTIVE PLC	448,220	$31.97M	1.0%	—	—	SHS	G27823106
—	RED HAT INC	362,700	$29.32M	0.9%	—	—	COM	756577102
—	CONTINENTAL RESOURCES INC	557,540	$28.97M	0.9%	—	—	COM	212015101
—	MOBILEYE N V AMSTELVEEN	672,800	$28.64M	0.9%	—	—	ORD SHS	N51488117
JBHT	HUNT J B TRANS SVCS INC	344,280	$27.93M	0.8%	—	—	COM	445658107
FDX	FEDEX CORP	149,360	$26.09M	0.8%	—	—	COM	31428X106
COST	COSTCO WHSL CORP NEW	159,020	$24.25M	0.7%	—	—	COM	22160K105
—	POWERSHARES QQQ TRUST	200,000	$23.74M	0.7%	—	—	UNIT SER 1	73935A104
CBRE	CBRE GROUP INC	822,180	$23M	0.7%	—	—	CL A	12504L109
BMY	BRISTOL MYERS SQUIBB CO	423,260	$22.82M	0.7%	—	—	COM	110122108
SHW	SHERWIN WILLIAMS CO	77,860	$21.54M	0.7%	—	—	COM	824348106
—	U S SILICA HLDGS INC	416,125	$19.38M	0.6%	—	—	COM	90346E103
EEFT	EURONET WORLDWIDE INC	235,958	$19.31M	0.6%	—	—	COM	298736109
SCHW	SCHWAB CHARLES CORP NEW	608,150	$19.2M	0.6%	—	—	COM	808513105
GILD	GILEAD SCIENCES INC	231,000	$18.28M	0.6%	—	—	COM	375558103
EPD	ENTERPRISE PRODS PARTNERS L	618,670	$17.09M	0.5%	—	—	COM	293792107
—	MICROSEMI CORP	397,195	$16.67M	0.5%	—	—	COM	595137100
—	CEPHEID	303,000	$15.96M	0.5%	—	—	COM	15670R107
—	NUVASIVE INC	236,685	$15.78M	0.5%	—	—	COM	670704105
BURL	BURLINGTON STORES INC	192,438	$15.59M	0.5%	—	—	COM	122017106
—	INTERXION HOLDING N.V	423,617	$15.34M	0.5%	—	—	SHS	N47279109
—	PRA HEALTH SCIENCES INC	268,445	$15.17M	0.5%	—	—	COM	69354M108
CVX	CHEVRON CORP NEW	143,285	$14.75M	0.4%	—	—	COM	166764100
BWXT	BWX TECHNOLOGIES INC	380,740	$14.61M	0.4%	—	—	COM	05605H100
EXEL	EXELIXIS INC	1,106,675	$14.15M	0.4%	—	—	COM	30161Q104
—	PDC ENERGY INC	209,565	$14.05M	0.4%	—	—	COM	69327R101
—	HEALTHSOUTH CORP	344,940	$13.99M	0.4%	—	—	COM NEW	421924309
—	DST SYS INC DEL	117,828	$13.89M	0.4%	—	—	COM	233326107
BGS	B & G FOODS INC NEW	279,255	$13.73M	0.4%	—	—	COM	05508R106
EFA	ISHARES TR	227,500	$13.45M	0.4%	—	—	MSCI EAFE ETF	464287465
JACK	JACK IN THE BOX INC	139,655	$13.4M	0.4%	—	—	COM	466367109
SHOP	SHOPIFY INC	308,460	$13.24M	0.4%	—	—	CL A	82509L107
IART	INTEGRA LIFESCIENCES HLDGS C	159,270	$13.15M	0.4%	—	—	COM NEW	457985208
LGND	LIGAND PHARMACEUTICALS INC	128,097	$13.07M	0.4%	—	—	COM NEW	53220K504
—	LOGMEIN INC	144,435	$13.05M	0.4%	—	—	COM	54142L109
CVLT	COMMVAULT SYSTEMS INC	244,402	$12.98M	0.4%	—	—	COM	204166102
—	CALLON PETE CO DEL	823,980	$12.94M	0.4%	—	—	COM	13123X102
—	MEDIDATA SOLUTIONS INC	231,145	$12.89M	0.4%	—	—	COM	58471A105
—	VCA INC	182,515	$12.77M	0.4%	—	—	COM	918194101
ICLR	ICON PLC	164,735	$12.75M	0.4%	—	—	SHS	G4705A100
—	CYRUSONE INC	267,575	$12.73M	0.4%	—	—	COM	23283R100
OSK	OSHKOSH CORP	224,100	$12.55M	0.4%	—	—	COM	688239201
LAD	LITHIA MTRS INC	129,055	$12.33M	0.4%	—	—	CL A	536797103
—	BEACON ROOFING SUPPLY INC	292,446	$12.3M	0.4%	—	—	COM	073685109
LITE	LUMENTUM HLDGS INC	293,565	$12.26M	0.4%	—	—	COM	55024U109
SBUX	STARBUCKS CORP	224,990	$12.18M	0.4%	—	—	COM	855244109
FICO	FAIR ISAAC CORP	97,374	$12.13M	0.4%	—	—	COM	303250104
MTZ	MASTEC INC	406,995	$12.1M	0.4%	—	—	COM	576323109
—	BERRY PLASTICS GROUP INC	274,855	$12.05M	0.4%	—	—	COM	08579W103
—	ENERGY TRANSFER PRTNRS L P	312,569	$11.56M	0.3%	—	—	UNIT LTD PARTN	29273R109
BDC	BELDEN INC	166,845	$11.51M	0.3%	—	—	COM	077454106
—	ENCANA CORP	1,086,790	$11.38M	0.3%	—	—	COM	292505104
—	SYNOVUS FINL CORP	348,969	$11.35M	0.3%	—	—	COM NEW	87161C501
WST	WEST PHARMACEUTICAL SVSC INC	149,985	$11.17M	0.3%	—	—	COM	955306105
ITRI	ITRON INC	200,190	$11.16M	0.3%	—	—	COM	465741106
WMB	WILLIAMS COS INC DEL	362,600	$11.14M	0.3%	—	—	COM	969457100
DY	DYCOM INDS INC	133,250	$10.9M	0.3%	—	—	COM	267475101
PODD	INSULET CORP	262,560	$10.75M	0.3%	—	—	COM	45784P101
—	TREEHOUSE FOODS INC	122,885	$10.71M	0.3%	—	—	COM	89469A104
EGHT	8X8 INC NEW	693,907	$10.71M	0.3%	—	—	COM	282914100
PWR	QUANTA SVCS INC	379,775	$10.63M	0.3%	—	—	COM	74762E102
DLB	DOLBY LABORATORIES INC	195,515	$10.62M	0.3%	—	—	COM	25659T107
—	ANADARKO PETE CORP	163,100	$10.33M	0.3%	—	—	COM	032511107
MPWR	MONOLITHIC PWR SYS INC	126,995	$10.22M	0.3%	—	—	COM	609839105
JBTM	JOHN BEAN TECHNOLOGIES CORP	144,498	$10.19M	0.3%	—	—	COM	477839104
—	CANTEL MEDICAL CORP	128,854	$10.05M	0.3%	—	—	COM	138098108
—	WRIGHT MED GROUP N V	403,180	$9.89M	0.3%	—	—	ORD SHS 0.03 PAR	N96617118
—	HMS HLDGS CORP	445,310	$9.873M	0.3%	—	—	COM	40425J101
EVH	EVOLENT HEALTH INC	397,884	$9.796M	0.3%	—	—	CL A	30050B101
LNG	CHENIERE ENERGY INC	224,250	$9.777M	0.3%	—	—	COM NEW	16411R208
XHB	SPDR SERIES TRUST	286,600	$9.727M	0.3%	—	—	S&P HOMEBUILD	78464A888
—	CYPRESS SEMICONDUCTOR CORP	797,645	$9.699M	0.3%	—	—	COM	232806109
BP	BP PLC	275,700	$9.694M	0.3%	—	—	SPONSORED ADR	055622104
ASTE	ASTEC INDS INC	161,315	$9.658M	0.3%	—	—	COM	046224101
—	ZELTIQ AESTHETICS INC	245,550	$9.63M	0.3%	—	—	COM	98933Q108
AORT	CRYOLIFE INC	545,376	$9.582M	0.3%	—	—	COM	228903100
—	INPHI CORP	218,690	$9.515M	0.3%	—	—	COM	45772F107
—	BROADSOFT INC	204,270	$9.509M	0.3%	—	—	COM	11133B409
SLB	SCHLUMBERGER LTD	120,791	$9.499M	0.3%	—	—	COM	806857108
YELP	YELP INC	226,020	$9.425M	0.3%	—	—	CL A	985817105
ODFL	OLD DOMINION FGHT LINES INC	134,180	$9.206M	0.3%	—	—	COM	679580100
POST	POST HLDGS INC	118,223	$9.123M	0.3%	—	—	COM	737446104
GVA	GRANITE CONSTR INC	181,720	$9.039M	0.3%	—	—	COM	387328107
—	CIMAREX ENERGY CO	66,510	$8.937M	0.3%	—	—	COM	171798101
—	TASER INTL INC	310,881	$8.894M	0.3%	—	—	COM	87651B104
—	WAGEWORKS INC	145,993	$8.892M	0.3%	—	—	COM	930427109
—	BUFFALO WILD WINGS INC	63,165	$8.89M	0.3%	—	—	COM	119848109
—	GENESEE & WYO INC	128,880	$8.886M	0.3%	—	—	CL A	371559105
SUPN	SUPERNUS PHARMACEUTICALS INC	358,376	$8.863M	0.3%	—	—	COM	868459108
—	HORIZON PHARMA PLC	478,965	$8.684M	0.3%	—	—	SHS	G4617B105
—	MEDICINES CO	228,495	$8.623M	0.3%	—	—	COM	584688105
—	OCLARO INC	997,760	$8.531M	0.3%	—	—	COM NEW	67555N206
VYX	NCR CORP NEW	265,000	$8.53M	0.3%	—	—	COM	62886E108
XOM	EXXON MOBIL CORP	96,910	$8.458M	0.3%	—	—	COM	30231G102
—	CARDIOVASCULAR SYS INC DEL	354,795	$8.423M	0.3%	—	—	COM	141619106
—	TENNECO INC	142,665	$8.313M	0.3%	—	—	COM	880349105
TLT	ISHARES TR	60,000	$8.251M	0.2%	—	—	20 YR TR BD ETF	464287432
SU	SUNCOR ENERGY INC NEW	283,850	$7.885M	0.2%	—	—	COM	867224107
LEN	LENNAR CORP	185,750	$7.865M	0.2%	—	—	CL A	526057104
—	ACXIOM CORP	294,555	$7.85M	0.2%	—	—	COM	005125109
WIX	WIX COM LTD	180,500	$7.839M	0.2%	—	—	SHS	M98068105
—	SYNCHRONOSS TECHNOLOGIES INC	190,260	$7.835M	0.2%	—	—	COM	87157B103
—	ENERGEN CORP	134,960	$7.79M	0.2%	—	—	COM	29265N108
CRM	SALESFORCE COM INC	109,060	$7.779M	0.2%	—	—	COM	79466L302
DIS	DISNEY WALT CO	83,560	$7.759M	0.2%	—	—	COM DISNEY	254687106
—	ROYAL DUTCH SHELL PLC	154,930	$7.757M	0.2%	—	—	SPONS ADR A	780259206
VNDA	VANDA PHARMACEUTICALS INC	465,545	$7.747M	0.2%	—	—	COM	921659108
DORM	DORMAN PRODUCTS INC	120,195	$7.68M	0.2%	—	—	COM	258278100
—	RICE ENERGY INC	293,170	$7.655M	0.2%	—	—	COM	762760106
—	ZENDESK INC	248,410	$7.629M	0.2%	—	—	COM	98936J101
HMC	HONDA MOTOR LTD	263,435	$7.619M	0.2%	—	—	AMERN SHS	438128308
—	GTT COMMUNICATIONS INC	322,507	$7.589M	0.2%	—	—	COM	362393100
—	WILLIAMS PARTNERS L P NEW	202,430	$7.528M	0.2%	—	—	COM UNIT LTD PAR	96949L105
—	CONCHO RES INC	53,700	$7.376M	0.2%	—	—	COM	20605P101
NEO	NEOGENOMICS INC	892,782	$7.339M	0.2%	—	—	COM NEW	64049M209
PTEN	PATTERSON UTI ENERGY INC	326,500	$7.304M	0.2%	—	—	COM	703481101
—	TESSERA TECHNOLOGIES INC	189,920	$7.301M	0.2%	—	—	COM	88164L100
FIVN	FIVE9 INC	465,324	$7.296M	0.2%	—	—	COM	338307101
STC	STEWART INFORMATION SVCS COR	163,882	$7.285M	0.2%	—	—	COM	860372101
VRNS	VARONIS SYS INC	239,994	$7.224M	0.2%	—	—	COM	922280102
FANG	DIAMONDBACK ENERGY INC	73,752	$7.12M	0.2%	—	—	COM	25278X109
—	BARRACUDA NETWORKS INC	277,481	$7.07M	0.2%	—	—	COM	068323104
POWI	POWER INTEGRATIONS INC	111,085	$7.002M	0.2%	—	—	COM	739276103
—	SPECTRANETICS CORP	277,050	$6.951M	0.2%	—	—	COM	84760C107
—	MAGELLAN MIDSTREAM PRTNRS LP	97,880	$6.924M	0.2%	—	—	COM UNIT RP LP	559080106
—	KRATON CORPORATION	196,165	$6.874M	0.2%	—	—	COM	50077C106
NFLX	NETFLIX INC	68,620	$6.763M	0.2%	—	—	COM	64110L106
—	SUNOCO LOGISTICS PRTNRS L P	237,740	$6.754M	0.2%	—	—	COM UNITS	86764L108
ANIP	ANI PHARMACEUTICALS INC	100,615	$6.676M	0.2%	—	—	COM	00182C103
FN	FABRINET	149,025	$6.645M	0.2%	—	—	SHS	G3323L100
FELE	FRANKLIN ELEC INC	158,993	$6.473M	0.2%	—	—	COM	353514102
MPLX	MPLX LP	183,529	$6.214M	0.2%	—	—	COM UNIT REP LTD	55336V100
ISRG	INTUITIVE SURGICAL INC	8,350	$6.052M	0.2%	—	—	COM NEW	46120E602
—	PANERA BREAD CO	30,397	$5.919M	0.2%	—	—	CL A	69840W108
DKS	DICKS SPORTING GOODS INC	103,710	$5.882M	0.2%	—	—	COM	253393102
—	TOTAL S A	118,440	$5.65M	0.2%	—	—	SPONSORED ADR	89151E109
—	CALLIDUS SOFTWARE INC	306,080	$5.617M	0.2%	—	—	COM	13123E500
—	WESTERN GAS PARTNERS LP	100,785	$5.548M	0.2%	—	—	COM UNIT LP IN	958254104
—	DEL TACO RESTAURANTS INC	459,770	$5.48M	0.2%	—	—	COM	245496104
FISV	FISERV INC	54,694	$5.44M	0.2%	—	—	COM	337738108
—	AMEDISYS INC	114,510	$5.432M	0.2%	—	—	COM	023436108
—	SOUTHWESTERN ENERGY CO	391,600	$5.42M	0.2%	—	—	COM	845467109
CTRA	CABOT OIL & GAS CORP	206,770	$5.335M	0.2%	—	—	COM	127097103
ENTG	ENTEGRIS INC	304,245	$5.3M	0.2%	—	—	COM	29362U104
WCN	WASTE CONNECTIONS INC	69,590	$5.198M	0.2%	—	—	COM	94106B101
COP	CONOCOPHILLIPS	119,060	$5.176M	0.2%	—	—	COM	20825C104
LKQ	LKQ CORP	144,539	$5.125M	0.2%	—	—	COM	501889208
PEN	PENUMBRA INC	67,335	$5.117M	0.2%	—	—	COM	70975L107
ARMK	ARAMARK	132,987	$5.057M	0.2%	—	—	COM	03852U106
—	NV5 GLOBAL INC	154,332	$4.986M	0.2%	—	—	COM	62945V109
—	NEVRO CORP	47,460	$4.954M	0.1%	—	—	COM	64157F103
—	ISHARES TR	200,000	$4.792M	0.1%	—	—	HDG MSCI GERMN	46434V704
MIDD	MIDDLEBY CORP	38,745	$4.79M	0.1%	—	—	COM	596278101
—	SPLUNK INC	81,490	$4.782M	0.1%	—	—	COM	848637104
—	BMC STK HLDGS INC	268,905	$4.768M	0.1%	—	—	COM	05591B109
ALGN	ALIGN TECHNOLOGY INC	50,630	$4.747M	0.1%	—	—	COM	016255101
XYL	XYLEM INC	89,221	$4.68M	0.1%	—	—	COM	98419M100
—	SPECTRUM BRANDS HLDGS INC	33,220	$4.574M	0.1%	—	—	COM	84763R101
—	VASCULAR SOLUTIONS INC	93,597	$4.514M	0.1%	—	—	COM	92231M109
CCK	CROWN HOLDINGS INC	78,644	$4.49M	0.1%	—	—	COM	228368106
—	ENLINK MIDSTREAM PARTNERS LP	253,300	$4.486M	0.1%	—	—	COM UNIT REP LTD	29336U107
—	XILINX INC	82,370	$4.476M	0.1%	—	—	COM	983919101
—	VONAGE HLDGS CORP	666,800	$4.408M	0.1%	—	—	COM	92886T201
—	RICE MIDSTREAM PARTNERS LP	178,970	$4.342M	0.1%	—	—	UNIT LTD PARTN	762819100
FNF	FIDELITY NATIONAL FINANCIAL	112,999	$4.171M	0.1%	—	—	FNF GROUP COM	31620R303
—	ONEOK PARTNERS LP	103,120	$4.12M	0.1%	—	—	UNIT LTD PARTN	68268N103
BALL	BALL CORP	50,260	$4.119M	0.1%	—	—	COM	058498106
AEM	AGNICO EAGLE MINES LTD	75,000	$4.064M	0.1%	—	—	COM	008474108
LECO	LINCOLN ELEC HLDGS INC	64,080	$4.013M	0.1%	—	—	COM	533900106
TRGP	TARGA RES CORP	81,600	$4.007M	0.1%	—	—	COM	87612G101
GPN	GLOBAL PMTS INC	51,777	$3.974M	0.1%	—	—	COM	37940X102
PHM	PULTE GROUP INC	197,185	$3.952M	0.1%	—	—	COM	745867101
—	ARIAD PHARMACEUTICALS INC	285,055	$3.902M	0.1%	—	—	COM	04033A100
—	ULTIMATE SOFTWARE GROUP INC	18,981	$3.88M	0.1%	—	—	COM	90385D107
CPRT	COPART INC	72,255	$3.87M	0.1%	—	—	COM	217204106
—	NEWFIELD EXPL CO	88,640	$3.852M	0.1%	—	—	COM	651290108
SSNC	SS&C TECHNOLOGIES HLDGS INC	119,396	$3.839M	0.1%	—	—	COM	78467J100
—	PLAINS GP HLDGS L P	296,300	$3.834M	0.1%	—	—	SHS A REP LTPN	72651A108
—	BUCKEYE PARTNERS L P	52,790	$3.78M	0.1%	—	—	UNIT LTD PARTN	118230101
QSR	RESTAURANT BRANDS INTL INC	84,615	$3.772M	0.1%	—	—	COM	76131D103
IRM	IRON MTN INC NEW	100,165	$3.759M	0.1%	—	—	COM	46284V101
—	ZAYO GROUP HLDGS INC	125,750	$3.736M	0.1%	—	—	COM	98919V105
—	KANSAS CITY SOUTHERN	39,950	$3.728M	0.1%	—	—	COM NEW	485170302
ENB	ENBRIDGE INC	83,900	$3.711M	0.1%	—	—	COM	29250N105
VISN	COMMSCOPE HLDG CO INC	122,350	$3.684M	0.1%	—	—	COM	20337X109
—	DUN & BRADSTREET CORP DEL NE	26,905	$3.676M	0.1%	—	—	COM	26483E100
PNC	PNC FINL SVCS GROUP INC	40,000	$3.604M	0.1%	—	—	COM	693475105
GLD	SPDR GOLD TRUST	28,500	$3.581M	0.1%	—	—	GOLD SHS	78463V107
—	EQT MIDSTREAM PARTNERS LP	46,380	$3.534M	0.1%	—	—	UNIT LTD PARTN	26885B100
ALKS	ALKERMES PLC	74,805	$3.518M	0.1%	—	—	SHS	G01767105
E	ENI S P A	120,140	$3.468M	0.1%	—	—	SPONSORED ADR	26874R108
FBIN	FORTUNE BRANDS HOME & SEC IN	59,675	$3.467M	0.1%	—	—	COM	34964C106
—	GRACE W R & CO DEL NEW	45,968	$3.392M	0.1%	—	—	COM	38388F108
CGNX	COGNEX CORP	63,810	$3.373M	0.1%	—	—	COM	192422103
TOL	TOLL BROTHERS INC	111,200	$3.32M	0.1%	—	—	COM	889478103
—	BARRICK GOLD CORP	185,000	$3.278M	0.1%	—	—	COM	067901108
INGR	INGREDION INC	24,539	$3.265M	0.1%	—	—	COM	457187102
TM	TOYOTA MOTOR CORP	28,100	$3.261M	0.1%	—	—	SP ADR REP2COM	892331307
OPLN	KAR AUCTION SVCS INC	75,210	$3.246M	0.1%	—	—	COM	48238T109
FTNT	FORTINET INC	87,300	$3.224M	0.1%	—	—	COM	34959E109
IDXX	IDEXX LABS INC	28,385	$3.2M	0.1%	—	—	COM	45168D104
JPM	JPMORGAN CHASE & CO	46,900	$3.123M	0.1%	—	—	COM	46625H100
—	PARSLEY ENERGY INC	92,170	$3.089M	0.1%	—	—	CL A	701877102
CDNS	CADENCE DESIGN SYSTEM INC	119,099	$3.041M	0.1%	—	—	COM	127387108
ALLE	ALLEGION PUB LTD CO	43,712	$3.012M	0.1%	—	—	ORD SHS	G0176J109
—	COOPER COS INC	16,795	$3.011M	0.1%	—	—	COM NEW	216648402
—	RANDGOLD RES LTD	30,000	$3.002M	0.1%	—	—	ADR	752344309
IWF	ISHARES TR	28,600	$2.979M	0.1%	—	—	RUS 1000 GRW ETF	464287614
IEX	IDEX CORP	31,250	$2.924M	0.1%	—	—	COM	45167R104
MUR	MURPHY OIL CORP	95,890	$2.915M	0.1%	—	—	COM	626717102
—	GOLDCORP INC NEW	170,000	$2.808M	0.1%	—	—	COM	380956409
FMC	F M C CORP	57,495	$2.779M	0.1%	—	—	COM NEW	302491303
PAA	PLAINS ALL AMERN PIPELINE L	87,160	$2.738M	0.1%	—	—	UNIT LTD PARTN	726503105
CQP	CHENIERE ENERGY PARTNERS LP	93,280	$2.729M	0.1%	—	—	COM UNIT	16411Q101
MAS	MASCO CORP	79,053	$2.712M	0.1%	—	—	COM	574599106
—	APACHE CORP	41,410	$2.645M	0.1%	—	—	COM	037411105
NDAQ	NASDAQ INC	37,530	$2.535M	0.1%	—	—	COM	631103108
—	TESORO CORP	31,600	$2.514M	0.1%	—	—	COM	881609101
—	TRANSCANADA CORP	50,690	$2.411M	0.1%	—	—	COM	89353D107
—	EMERGE ENERGY SVCS LP	180,930	$2.359M	0.1%	—	—	COM REP PARTN	29102H108
VRTX	VERTEX PHARMACEUTICALS INC	26,830	$2.34M	0.1%	—	—	COM	92532F100
—	FAIRMOUNT SANTROL HLDGS INC	265,000	$2.247M	0.1%	—	—	COM	30555Q108
—	CHINA PETE & CHEM CORP	30,250	$2.234M	0.1%	—	—	SPON ADR H SHS	16941R108
—	STERICYCLE INC	27,690	$2.219M	0.1%	—	—	COM	858912108
—	BAKER HUGHES INC	43,800	$2.211M	0.1%	—	—	COM	057224107
—	DOMINION MIDSTREAM PARTNERS	91,638	$2.191M	0.1%	—	—	COM UT REP LTD	257454108
CTAS	CINTAS CORP	19,200	$2.162M	0.1%	—	—	COM	172908105
SM	SM ENERGY CO	54,900	$2.118M	0.1%	—	—	COM	78454L100
—	VARIAN MED SYS INC	20,930	$2.083M	0.1%	—	—	COM	92220P105
AOS	SMITH A O	20,980	$2.073M	0.1%	—	—	COM	831865209
EQT	EQT CORP	28,250	$2.052M	0.1%	—	—	COM	26884L109
VLO	VALERO ENERGY CORP NEW	38,000	$2.014M	0.1%	—	—	COM	91913Y100
GNTX	GENTEX CORP	114,500	$2.011M	0.1%	—	—	COM	371901109
—	BOARDWALK PIPELINE PARTNERS	115,885	$1.989M	0.1%	—	—	UT LTD PARTNER	096627104
RES	RPC INC	113,500	$1.907M	0.1%	—	—	COM	749660106
OXY	OCCIDENTAL PETE CORP DEL	25,100	$1.83M	0.1%	—	—	COM	674599105
—	TESORO LOGISTICS LP	37,065	$1.795M	0.1%	—	—	COM UNIT LP	88160T107
UAA	UNDER ARMOUR INC	45,300	$1.752M	0.1%	—	—	CL A	904311107
BAC	BANK AMER CORP	110,000	$1.722M	0.1%	—	—	COM	060505104
UA	UNDER ARMOUR INC	50,656	$1.715M	0.1%	—	—	CL C	904311206
—	UNIT CORP	91,430	$1.701M	0.1%	—	—	COM	909218109
MAT	MATTEL INC	55,089	$1.668M	0.1%	—	—	COM	577081102
—	VIPER ENERGY PARTNERS LP	102,411	$1.654M	0.1%	—	—	COM UNT RP INT	92763M105
LUV	SOUTHWEST AIRLS CO	42,440	$1.65M	0.0%	—	—	COM	844741108
TRMB	TRIMBLE NAVIGATION LTD	57,340	$1.638M	0.0%	—	—	COM	896239100
FAST	FASTENAL CO	38,810	$1.621M	0.0%	—	—	COM	311900104
—	UNITED STATES STL CORP NEW	85,700	$1.616M	0.0%	—	—	COM	912909108
—	PHILLIPS 66 PARTNERS LP	33,190	$1.613M	0.0%	—	—	COM UNIT REP INT	718549207
MOG/A	MOOG INC	26,330	$1.568M	0.0%	—	—	CL A	615394202
KMI	KINDER MORGAN INC DEL	65,300	$1.51M	0.0%	—	—	COM	49456B101
GEL	GENESIS ENERGY L P	38,690	$1.469M	0.0%	—	—	UNIT LTD PARTN	371927104
—	ANSYS INC	15,690	$1.453M	0.0%	—	—	COM	03662Q105
INDY	ISHARES	41,700	$1.243M	0.0%	—	—	INDIA 50 ETF	464289529
—	PETROCHINA CO LTD	18,450	$1.232M	0.0%	—	—	SPONSORED ADR	71646E100
—	NOBLE MIDSTREAM PARTNERS LP	44,100	$1.23M	0.0%	—	—	COM UNIT REPST	65506L105
WAT	WATERS CORP	7,620	$1.208M	0.0%	—	—	COM	941848103
—	NUSTAR ENERGY LP	24,300	$1.205M	0.0%	—	—	UNIT COM	67058H102
BHP	BHP BILLITON LTD	34,600	$1.199M	0.0%	—	—	SPONSORED ADR	088606108
MUSA	MURPHY USA INC	16,645	$1.188M	0.0%	—	—	COM	626755102
—	SONIC CORP	44,885	$1.175M	0.0%	—	—	COM	835451105
—	SUMMIT MIDSTREAM PARTNERS LP	50,600	$1.161M	0.0%	—	—	COM UNIT LTD	866142102
—	TALLGRASS ENERGY PARTNERS LP	23,881	$1.151M	0.0%	—	—	COM UNIT	874697105
PRAA	PRA GROUP INC	31,710	$1.095M	0.0%	—	—	COM	69354N106
RPM	RPM INTL INC	20,240	$1.087M	0.0%	—	—	COM	749685103
—	SHELL MIDSTREAM PARTNERS L P	32,345	$1.038M	0.0%	—	—	UNIT LTD INT	822634101
CE	CELANESE CORP DEL	15,530	$1.034M	0.0%	—	—	COM SER A	150870103
PAYX	PAYCHEX INC	14,740	$853K	0.0%	—	—	COM	704326107
FFIV	F5 NETWORKS INC	6,380	$795K	0.0%	—	—	COM	315616102
PSX	PHILLIPS 66	9,610	$774K	0.0%	—	—	COM	718546104
—	CNOOC LTD	6,080	$769K	0.0%	—	—	SPONSORED ADR	126132109
XRAY	DENTSPLY SIRONA INC	12,820	$762K	0.0%	—	—	COM	24906P109
—	STATOIL ASA	41,390	$695K	0.0%	—	—	SPONSORED ADR	85771P102
—	CARRIZO OIL & GAS INC	16,780	$682K	0.0%	—	—	COM	144577103
BA	BOEING CO	5,000	$659K	0.0%	—	—	COM	097023105
RRC	RANGE RES CORP	16,990	$658K	0.0%	—	—	COM	75281A109
SEE	SEALED AIR CORP NEW	13,840	$634K	0.0%	—	—	COM	81211K100
—	MONSANTO CO NEW	6,120	$625K	0.0%	—	—	COM	61166W101
SLV	ISHARES SILVER TRUST	34,200	$622K	0.0%	—	—	ISHARES	46428Q109
—	BONANZA CREEK ENERGY INC	600,800	$613K	0.0%	—	—	COM	097793103
TJX	TJX COS INC NEW	6,840	$511K	0.0%	—	—	COM	872540109
QCOM	QUALCOMM INC	6,950	$476K	0.0%	—	—	COM	747525103
MYGN	MYRIAD GENETICS INC	22,760	$468K	0.0%	—	—	COM	62855J104
HOG	HARLEY DAVIDSON INC	8,363	$440K	0.0%	—	—	COM	412822108
KO	COCA COLA CO	10,020	$424K	0.0%	—	—	COM	191216100
C	CITIGROUP INC	8,010	$378K	0.0%	—	—	COM NEW	172967424
BWA	BORGWARNER INC	10,340	$364K	0.0%	—	—	COM	099724106
PG	PROCTER AND GAMBLE CO	3,800	$341K	0.0%	—	—	COM	742718109
PCAR	PACCAR INC	5,750	$338K	0.0%	—	—	COM	693718108
AMGN	AMGEN INC	2,000	$334K	0.0%	—	—	COM	031162100
—	ROWAN COMPANIES PLC	21,880	$332K	0.0%	—	—	SHS CL A	G7665A101
AXP	AMERICAN EXPRESS CO	5,175	$331K	0.0%	—	—	COM	025816109
—	NABORS INDUSTRIES LTD	22,400	$272K	0.0%	—	—	SHS	G6359F103
ADP	AUTOMATIC DATA PROCESSING IN	3,000	$265K	0.0%	—	—	COM	053015103
SQM	SOCIEDAD QUIMICA MINERA DE C	9,800	$264K	0.0%	—	—	SPON ADR SER B	833635105
ITW	ILLINOIS TOOL WKS INC	2,170	$260K	0.0%	—	—	COM	452308109
IWP	ISHARES TR	2,600	$253K	0.0%	—	—	RUS MD CP GR ETF	464287481
BABA	ALIBABA GROUP HLDG LTD	2,290	$242K	0.0%	—	—	SPONSORED ADS	01609W102
PFE	PFIZER INC	6,500	$220K	0.0%	—	—	COM	717081103
GLPG	GALAPAGOS NV	3,330	$215K	0.0%	—	—	SPON ADR	36315X101
SIMO	SILICON MOTION TECHNOLOGY CO	4,100	$212K	0.0%	—	—	SPONSORED ADR	82706C108
UNP	UNION PAC CORP	2,000	$195K	0.0%	—	—	COM	907818108
GOOGL	ALPHABET INC	230	$185K	0.0%	—	—	CAP STK CL A	02079K305
BMA	BANCO MACRO SA	2,300	$180K	0.0%	—	—	SPON ADR B	05961W105
INTC	INTEL CORP	4,700	$177K	0.0%	—	—	COM	458140100
KT	KT CORP	10,995	$176K	0.0%	—	—	SPONSORED ADR	48268K101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	5,710	$175K	0.0%	—	—	SPONSORED ADR	874039100
PEP	PEPSICO INC	1,600	$174K	0.0%	—	—	COM	713448108
SBS	COMPANHIA DE SANEAMENTO BASI	18,735	$173K	0.0%	—	—	SPONSORED ADR	20441A102
PRGO	PERRIGO CO PLC	1,740	$161K	0.0%	—	—	SHS	G97822103
CSCO	CISCO SYS INC	5,000	$159K	0.0%	—	—	COM	17275R102
—	DBV TECHNOLOGIES S A	4,090	$149K	0.0%	—	—	SPONSORED ADR	23306J101
TAL	TAL ED GROUP	2,000	$142K	0.0%	—	—	ADS REPSTG COM	874080104
HAL	HALLIBURTON CO	3,080	$138K	0.0%	—	—	COM	406216101
—	NEW ORIENTAL ED & TECH GRP I	2,900	$134K	0.0%	—	—	SPON ADR	647581107
CAT	CATERPILLAR INC DEL	1,500	$133K	0.0%	—	—	COM	149123101
RYAAY	RYANAIR HLDGS PLC	1,775	$133K	0.0%	—	—	SPONSORED ADR NE	783513203
—	ATLASSIAN CORP PLC	4,300	$129K	0.0%	—	—	CL A	G06242104
RIG	TRANSOCEAN LTD	11,600	$124K	0.0%	—	—	REG SHS	H8817H100
—	TATA MTRS LTD	3,060	$122K	0.0%	—	—	SPONSORED ADR	876568502
—	VIDEOCON D2H LTD	12,250	$120K	0.0%	—	—	ADR	92657J101
DE	DEERE & CO	1,400	$119K	0.0%	—	—	COM	244199105
ORCL	ORACLE CORP	3,000	$118K	0.0%	—	—	COM	68389X105
BIDU	BAIDU INC	650	$118K	0.0%	—	—	SPON ADR REP A	056752108
ABBV	ABBVIE INC	1,800	$114K	0.0%	—	—	COM	00287Y109
NICE	NICE LTD	1,705	$114K	0.0%	—	—	SPONSORED ADR	653656108
—	CHINA LODGING GROUP LTD	2,460	$111K	0.0%	—	—	SPONSORED ADR	16949N109
DTEAF	DAVIDSTEA INC	8,850	$109K	0.0%	—	—	COM	238661102
HDB	HDFC BANK LTD	1,500	$108K	0.0%	—	—	ADR REPS 3 SHS	40415F101
—	BROADCOM LTD	620	$107K	0.0%	—	—	SHS	Y09827109
NKE	NIKE INC	2,000	$105K	0.0%	—	—	CL B	654106103
LBTYAUSD	LIBERTY GLOBAL PLC	3,055	$104K	0.0%	—	—	SHS CL A	G5480U104
BAP	CREDICORP LTD	670	$102K	0.0%	—	—	COM	G2519Y108
—	ALLERGAN PLC	441	$102K	0.0%	—	—	SHS	G0177J108
—	BANCOLOMBIA S A	2,470	$96,000	0.0%	—	—	SPON ADR PREF	05968L102
MCD	MCDONALDS CORP	800	$92,000	0.0%	—	—	COM	580135101
ABT	ABBOTT LABS	1,800	$76,000	0.0%	—	—	COM	002824100
PH	PARKER HANNIFIN CORP	500	$63,000	0.0%	—	—	COM	701094104
—	CDK GLOBAL INC	1,000	$57,000	0.0%	—	—	COM	12508E101
SYK	STRYKER CORP	340	$40,000	0.0%	—	—	COM	863667101
—	WALGREENS BOOTS ALLIANCE INC	480	$39,000	0.0%	—	—	COM	931427108
CMI	CUMMINS INC	300	$38,000	0.0%	—	—	COM	231021106
—	TIVO CORP	739	$14,000	0.0%	—	—	COM	88870P106
—	CONSOL ENERGY INC	530	$10,000	0.0%	—	—	COM	20854P109
—	CALIFORNIA RES CORP	234	$3,000	0.0%	—	—	COM NEW	13057Q206