Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HD	HOME DEPOT INC	436,691	$58.55M	1.9%	—	—	COM	437076102
MSFT	MICROSOFT CORP	915,124	$56.87M	1.8%	—	—	COM	594918104
EOG	EOG RES INC	537,489	$54.34M	1.7%	—	—	COM	26875P101
UNH	UNITEDHEALTH GROUP INC	325,120	$52.03M	1.7%	—	—	COM	91324P102
EEM	ISHARES TR	1,425,000	$49.89M	1.6%	—	—	MSCI EMG MKT ETF	464287234
—	GENERAL ELECTRIC CO	1,527,102	$48.26M	1.5%	—	—	COM	369604103
SCHW	SCHWAB CHARLES CORP NEW	1,219,123	$48.12M	1.5%	—	—	COM	808513105
—	ABIOMED INC	407,439	$45.91M	1.5%	—	—	COM	003654100
ADBE	ADOBE SYS INC	442,398	$45.55M	1.5%	—	—	COM	00724F101
MCHP	MICROCHIP TECHNOLOGY INC	681,853	$43.74M	1.4%	—	—	COM	595017104
MDT	MEDTRONIC PLC	583,746	$41.58M	1.3%	—	—	SHS	G5960L103
AMAT	APPLIED MATLS INC	1,280,553	$41.32M	1.3%	—	—	COM	038222105
GOOG	ALPHABET INC	52,181	$40.27M	1.3%	—	—	CAP STK CL C	02079K107
DVN	DEVON ENERGY CORP NEW	881,814	$40.27M	1.3%	—	—	COM	25179M103
PANW	PALO ALTO NETWORKS INC	298,848	$37.37M	1.2%	—	—	COM	697435105
CME	CME GROUP INC	289,723	$33.42M	1.1%	—	—	COM	12572Q105
ULTA	ULTA SALON COSMETCS & FRAG I	131,046	$33.41M	1.1%	—	—	COM	90384S303
MS	MORGAN STANLEY	779,714	$32.94M	1.1%	—	—	COM NEW	617446448
—	COACH INC	927,225	$32.47M	1.0%	—	—	COM	189754104
—	DELPHI AUTOMOTIVE PLC	479,212	$32.27M	1.0%	—	—	SHS	G27823106
MIDD	MIDDLEBY CORP	244,620	$31.51M	1.0%	—	—	COM	596278101
EW	EDWARDS LIFESCIENCES CORP	325,383	$30.49M	1.0%	—	—	COM	28176E108
—	CONTINENTAL RESOURCES INC	575,168	$29.64M	0.9%	—	—	COM	212015101
BIIB	BIOGEN INC	104,396	$29.61M	0.9%	—	—	COM	09062X103
AMZN	AMAZON COM INC	38,160	$28.61M	0.9%	—	—	COM	023135106
V	VISA INC	354,947	$27.69M	0.9%	—	—	COM CL A	92826C839
FDX	FEDEX CORP	146,599	$27.3M	0.9%	—	—	COM	31428X106
DKS	DICKS SPORTING GOODS INC	501,629	$26.64M	0.8%	—	—	COM	253393102
PH	PARKER HANNIFIN CORP	189,231	$26.49M	0.8%	—	—	COM	701094104
—	MOBILEYE N V AMSTELVEEN	676,585	$25.79M	0.8%	—	—	ORD SHS	N51488117
META	FACEBOOK INC	223,502	$25.71M	0.8%	—	—	CL A	30303M102
JBHT	HUNT J B TRANS SVCS INC	251,333	$24.4M	0.8%	—	—	COM	445658107
—	PANERA BREAD CO	117,403	$24.08M	0.8%	—	—	CL A	69840W108
CBRE	CBRE GROUP INC	737,314	$23.22M	0.7%	—	—	CL A	12504L109
AAPL	APPLE INC	198,817	$23.03M	0.7%	—	—	COM	037833100
COST	COSTCO WHSL CORP NEW	143,609	$22.99M	0.7%	—	—	COM	22160K105
VEEV	VEEVA SYS INC	562,305	$22.89M	0.7%	—	—	CL A COM	922475108
—	RED HAT INC	325,880	$22.71M	0.7%	—	—	COM	756577102
—	MICROSEMI CORP	404,605	$21.84M	0.7%	—	—	COM	595137100
EA	ELECTRONIC ARTS INC	242,375	$19.09M	0.6%	—	—	COM	285512109
—	U S SILICA HLDGS INC	326,220	$18.49M	0.6%	—	—	COM	90346E103
MNST	MONSTER BEVERAGE CORP NEW	404,496	$17.93M	0.6%	—	—	COM	61174X109
EPD	ENTERPRISE PRODS PARTNERS L	618,670	$16.73M	0.5%	—	—	COM	293792107
PWR	QUANTA SVCS INC	472,615	$16.47M	0.5%	—	—	COM	74762E102
—	SYNOVUS FINL CORP	395,689	$16.25M	0.5%	—	—	COM NEW	87161C501
MTZ	MASTEC INC	414,835	$15.87M	0.5%	—	—	COM	576323109
—	PDC ENERGY INC	213,225	$15.48M	0.5%	—	—	COM	69327R101
IART	INTEGRA LIFESCIENCES HLDGS C	176,089	$15.11M	0.5%	—	—	COM NEW	457985208
—	PRA HEALTH SCIENCES INC	273,555	$15.08M	0.5%	—	—	COM	69354M108
—	NUVASIVE INC	221,905	$14.95M	0.5%	—	—	COM	670704105
NFLX	NETFLIX INC	120,273	$14.89M	0.5%	—	—	COM	64110L106
PLAY	DAVE & BUSTERS ENTMT INC	264,280	$14.88M	0.5%	—	—	COM	238337109
—	CSRA INC	467,125	$14.87M	0.5%	—	—	COM	12650T104
BWXT	BWX TECHNOLOGIES INC	360,265	$14.3M	0.5%	—	—	COM	05605H100
—	LOGMEIN INC	147,185	$14.21M	0.5%	—	—	COM	54142L109
LAD	LITHIA MTRS INC	144,160	$13.96M	0.4%	—	—	CL A	536797103
EXEL	EXELIXIS INC	934,015	$13.93M	0.4%	—	—	COM	30161Q104
SHOP	SHOPIFY INC	321,755	$13.79M	0.4%	—	—	CL A	82509L107
—	VONAGE HLDGS CORP	1,972,720	$13.51M	0.4%	—	—	COM	92886T201
ZBRA	ZEBRA TECHNOLOGIES CORP	156,735	$13.44M	0.4%	—	—	CL A	989207105
SBUX	STARBUCKS CORP	237,456	$13.18M	0.4%	—	—	COM	855244109
—	GENESEE & WYO INC	184,615	$12.81M	0.4%	—	—	CL A	371559105
OSK	OSHKOSH CORP	197,570	$12.77M	0.4%	—	—	COM	688239201
ITRI	ITRON INC	202,350	$12.72M	0.4%	—	—	COM	465741106
—	BERRY PLASTICS GROUP INC	257,325	$12.54M	0.4%	—	—	COM	08579W103
—	SWIFT TRANSN CO	511,300	$12.46M	0.4%	—	—	CL A	87074U101
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	251,135	$12.38M	0.4%	—	—	COM	874054109
KBR	KBR INC	741,090	$12.37M	0.4%	—	—	COM	48242W106
—	CHESAPEAKE ENERGY CORP	1,757,200	$12.34M	0.4%	—	—	COM	165167107
JACK	JACK IN THE BOX INC	108,050	$12.06M	0.4%	—	—	COM	466367109
CNK	CINEMARK HOLDINGS INC	314,210	$12.05M	0.4%	—	—	COM	17243V102
—	SPIRIT AIRLS INC	207,340	$12M	0.4%	—	—	COM	848577102
YELP	YELP INC	314,155	$11.98M	0.4%	—	—	CL A	985817105
—	POWERSHARES QQQ TRUST	100,000	$11.85M	0.4%	—	—	UNIT SER 1	73935A104
ODFL	OLD DOMINION FGHT LINES INC	136,710	$11.73M	0.4%	—	—	COM	679580100
—	BLACKHAWK NETWORK HLDGS INC	304,625	$11.48M	0.4%	—	—	COM	09238E104
TDG	TRANSDIGM GROUP INC	46,021	$11.46M	0.4%	—	—	COM	893641100
CVLT	COMMVAULT SYSTEMS INC	221,807	$11.4M	0.4%	—	—	COM	204166102
CVX	CHEVRON CORP NEW	96,485	$11.36M	0.4%	—	—	COM	166764100
BURL	BURLINGTON STORES INC	133,963	$11.35M	0.4%	—	—	COM	122017106
—	FLEETCOR TECHNOLOGIES INC	79,362	$11.23M	0.4%	—	—	COM	339041105
—	CALLON PETE CO DEL	728,715	$11.2M	0.4%	—	—	COM	13123X102
—	HEALTHSOUTH CORP	268,900	$11.09M	0.4%	—	—	COM NEW	421924309
BDC	BELDEN INC	148,090	$11.07M	0.4%	—	—	COM	077454106
ASTE	ASTEC INDS INC	163,175	$11.01M	0.4%	—	—	COM	046224101
—	LIONS GATE ENTMNT CORP	409,048	$11M	0.4%	—	—	CL A VTG	535919401
KMT	KENNAMETAL INC	348,850	$10.9M	0.3%	—	—	COM	489170100
WAL	WESTERN ALLIANCE BANCORP	223,705	$10.9M	0.3%	—	—	COM	957638109
—	TESARO INC	80,645	$10.85M	0.3%	—	—	COM	881569107
WEX	WEX INC	96,855	$10.81M	0.3%	—	—	COM	96208T104
MPWR	MONOLITHIC PWR SYS INC	128,315	$10.51M	0.3%	—	—	COM	609839105
—	ENERGY TRANSFER PRTNRS L P	292,569	$10.48M	0.3%	—	—	UNIT LTD PARTN	29273R109
NXST	NEXSTAR BROADCASTING GROUP I	165,410	$10.47M	0.3%	—	—	CL A	65336K103
—	TESSERA HLDG CORP	236,395	$10.45M	0.3%	—	—	COM	88166T101
LOPE	GRAND CANYON ED INC	177,890	$10.4M	0.3%	—	—	COM	38526M106
BP	BP PLC	275,700	$10.31M	0.3%	—	—	SPONSORED ADR	055622104
—	CYPRESS SEMICONDUCTOR CORP	899,555	$10.29M	0.3%	—	—	COM	232806109
MRCY	MERCURY SYS INC	338,854	$10.24M	0.3%	—	—	COM	589378108
—	GTT COMMUNICATIONS INC	355,252	$10.21M	0.3%	—	—	COM	362393100
HAL	HALLIBURTON CO	185,580	$10.04M	0.3%	—	—	COM	406216101
JBTM	JOHN BEAN TECHNOLOGIES CORP	116,588	$10.02M	0.3%	—	—	COM	477839104
AORT	CRYOLIFE INC	521,825	$9.993M	0.3%	—	—	COM	228903100
ON	ON SEMICONDUCTOR CORP	763,830	$9.746M	0.3%	—	—	COM	682189105
XHB	SPDR SERIES TRUST	286,600	$9.701M	0.3%	—	—	S&P HOMEBUILD	78464A888
WCC	WESCO INTL INC	145,050	$9.653M	0.3%	—	—	COM	95082P105
—	WILLIAMS PARTNERS L P NEW	251,830	$9.577M	0.3%	—	—	COM UNIT LTD PAR	96949L105
—	WRIGHT MED GROUP N V	410,870	$9.442M	0.3%	—	—	ORD SHS 0.03 PAR	N96617118
—	MEDIDATA SOLUTIONS INC	190,040	$9.439M	0.3%	—	—	COM	58471A105
—	DEVRY ED GROUP INC	299,335	$9.339M	0.3%	—	—	COM	251893103
—	ZELTIQ AESTHETICS INC	214,560	$9.338M	0.3%	—	—	COM	98933Q108
VNDA	VANDA PHARMACEUTICALS INC	583,960	$9.314M	0.3%	—	—	COM	921659108
LNG	CHENIERE ENERGY INC	224,250	$9.291M	0.3%	—	—	COM NEW	16411R208
SU	SUNCOR ENERGY INC NEW	283,850	$9.279M	0.3%	—	—	COM	867224107
EGRX	EAGLE PHARMACEUTICALS INC	116,520	$9.245M	0.3%	—	—	COM	269796108
—	CYRUSONE INC	202,330	$9.05M	0.3%	—	—	COM	23283R100
—	WAGEWORKS INC	124,258	$9.009M	0.3%	—	—	COM	930427109
DORM	DORMAN PRODUCTS INC	121,525	$8.879M	0.3%	—	—	COM	258278100
—	ACXIOM CORP	327,385	$8.774M	0.3%	—	—	COM	005125109
XOM	EXXON MOBIL CORP	96,910	$8.747M	0.3%	—	—	COM	30231G102
—	ENCANA CORP	742,750	$8.72M	0.3%	—	—	COM	292505104
—	DEL TACO RESTAURANTS INC	617,490	$8.719M	0.3%	—	—	COM	245496104
—	BAKER HUGHES INC	133,900	$8.699M	0.3%	—	—	COM	057224107
—	CARDIOVASCULAR SYS INC DEL	358,785	$8.686M	0.3%	—	—	COM	141619106
DE	DEERE & CO	84,143	$8.67M	0.3%	—	—	COM	244199105
ICLR	ICON PLC	115,280	$8.669M	0.3%	—	—	SHS	G4705A100
GVA	GRANITE CONSTR INC	155,520	$8.554M	0.3%	—	—	COM	387328107
—	ROYAL DUTCH SHELL PLC	154,930	$8.425M	0.3%	—	—	SPONS ADR A	780259206
EGHT	8X8 INC NEW	586,096	$8.381M	0.3%	—	—	COM	282914100
WIX	WIX COM LTD	187,960	$8.374M	0.3%	—	—	SHS	M98068105
SUPN	SUPERNUS PHARMACEUTICALS INC	330,541	$8.346M	0.3%	—	—	COM	868459108
—	SOUTHWESTERN ENERGY CO	769,800	$8.329M	0.3%	—	—	COM	845467109
NEO	NEOGENOMICS INC	971,332	$8.324M	0.3%	—	—	COM NEW	64049M209
—	UNIVAR INC	291,525	$8.271M	0.3%	—	—	COM	91336L107
—	FAIRMOUNT SANTROL HLDGS INC	700,725	$8.262M	0.3%	—	—	COM	30555Q108
PNC	PNC FINL SVCS GROUP INC	70,600	$8.257M	0.3%	—	—	COM	693475105
—	DSW INC	359,715	$8.148M	0.3%	—	—	CL A	23334L102
ICUI	ICU MED INC	55,055	$8.112M	0.3%	—	—	COM	44930G107
—	FINANCIAL ENGINES INC	219,705	$8.074M	0.3%	—	—	COM	317485100
PRI	PRIMERICA INC	115,627	$7.996M	0.3%	—	—	COM	74164M108
—	DIGITALGLOBE INC	276,980	$7.935M	0.3%	—	—	COM NEW	25389M877
—	SKECHERS U S A INC	320,410	$7.876M	0.3%	—	—	CL A	830566105
—	INPHI CORP	175,555	$7.833M	0.2%	—	—	COM	45772F107
—	ENERGEN CORP	134,960	$7.783M	0.2%	—	—	COM	29265N108
—	INTERXION HOLDING N.V	221,182	$7.757M	0.2%	—	—	SHS	N47279109
JPM	JPMORGAN CHASE & CO	88,400	$7.628M	0.2%	—	—	COM	46625H100
RBC	RBC BEARINGS INC	82,145	$7.624M	0.2%	—	—	COM	75524B104
—	MAGELLAN MIDSTREAM PRTNRS LP	97,880	$7.403M	0.2%	—	—	COM UNIT RP LP	559080106
FIVN	FIVE9 INC	520,209	$7.382M	0.2%	—	—	COM	338307101
EFA	ISHARES TR	127,500	$7.361M	0.2%	—	—	MSCI EAFE ETF	464287465
MPC	MARATHON PETE CORP	145,345	$7.318M	0.2%	—	—	COM	56585A102
SF	STIFEL FINL CORP	145,605	$7.273M	0.2%	—	—	COM	860630102
SXT	SENSIENT TECHNOLOGIES CORP	91,587	$7.197M	0.2%	—	—	COM	81725T100
LITE	LUMENTUM HLDGS INC	186,113	$7.193M	0.2%	—	—	COM	55024U109
TLT	ISHARES TR	60,000	$7.148M	0.2%	—	—	20 YR TR BD ETF	464287432
RRC	RANGE RES CORP	207,290	$7.122M	0.2%	—	—	COM	75281A109
—	WPX ENERGY INC	479,805	$6.991M	0.2%	—	—	COM	98212B103
WMB	WILLIAMS COS INC DEL	224,400	$6.988M	0.2%	—	—	COM	969457100
MPLX	MPLX LP	201,749	$6.985M	0.2%	—	—	COM UNIT REP LTD	55336V100
—	HEALTHWAYS INC	302,050	$6.872M	0.2%	—	—	COM	422245100
FANG	DIAMONDBACK ENERGY INC	66,852	$6.756M	0.2%	—	—	COM	25278X109
—	GREAT WESTN BANCORP INC	152,270	$6.637M	0.2%	—	—	COM	391416104
—	SPECTRANETICS CORP	267,840	$6.562M	0.2%	—	—	COM	84760C107
—	APACHE CORP	102,610	$6.513M	0.2%	—	—	COM	037411105
—	BARRACUDA NETWORKS INC	303,581	$6.506M	0.2%	—	—	COM	068323104
—	CIMAREX ENERGY CO	46,810	$6.361M	0.2%	—	—	COM	171798101
—	KLX INC	135,755	$6.124M	0.2%	—	—	COM	482539103
—	OCLARO INC	683,270	$6.115M	0.2%	—	—	COM NEW	67555N206
LOGI	LOGITECH INTL S A	246,445	$6.104M	0.2%	—	—	SHS	H50430232
BAC	BANK AMER CORP	275,800	$6.095M	0.2%	—	—	COM	060505104
SLB	SCHLUMBERGER LTD	72,291	$6.069M	0.2%	—	—	COM	806857108
—	TOTAL S A	118,440	$6.037M	0.2%	—	—	SPONSORED ADR	89151E109
HDSN	HUDSON TECHNOLOGIES INC	748,023	$5.992M	0.2%	—	—	COM	444144109
COP	CONOCOPHILLIPS	119,060	$5.97M	0.2%	—	—	COM	20825C104
—	WESTERN GAS PARTNERS LP	100,785	$5.922M	0.2%	—	—	COM UNIT LP IN	958254104
—	RICE ENERGY INC	277,270	$5.92M	0.2%	—	—	COM	762760106
—	OASIS PETE INC NEW	387,945	$5.873M	0.2%	—	—	COM	674215108
FISV	FISERV INC	54,694	$5.813M	0.2%	—	—	COM	337738108
—	ONEOK PARTNERS LP	131,970	$5.676M	0.2%	—	—	UNIT LTD PARTN	68268N103
WCN	WASTE CONNECTIONS INC	71,980	$5.657M	0.2%	—	—	COM	94106B101
—	CONCHO RES INC	42,000	$5.569M	0.2%	—	—	COM	20605P101
CBOE	CBOE HLDGS INC	71,660	$5.295M	0.2%	—	—	COM	12503M108
ISRG	INTUITIVE SURGICAL INC	8,350	$5.295M	0.2%	—	—	COM NEW	46120E602
PAA	PLAINS ALL AMERN PIPELINE L	163,860	$5.291M	0.2%	—	—	UNIT LTD PARTN	726503105
PDFS	PDF SOLUTIONS INC	232,043	$5.233M	0.2%	—	—	COM	693282105
—	ISHARES TR	200,000	$5.168M	0.2%	—	—	HDG MSCI GERMN	46434V704
—	XILINX INC	85,320	$5.151M	0.2%	—	—	COM	983919101
CE	CELANESE CORP DEL	65,085	$5.125M	0.2%	—	—	COM SER A	150870103
—	REALPAGE INC	170,293	$5.109M	0.2%	—	—	COM	75606N109
LECO	LINCOLN ELEC HLDGS INC	66,120	$5.069M	0.2%	—	—	COM	533900106
PTEN	PATTERSON UTI ENERGY INC	186,000	$5.007M	0.2%	—	—	COM	703481101
TRGP	TARGA RES CORP	86,530	$4.852M	0.2%	—	—	COM	87612G101
FFIV	F5 NETWORKS INC	32,810	$4.748M	0.2%	—	—	COM	315616102
—	ZAYO GROUP HLDGS INC	143,690	$4.722M	0.2%	—	—	COM	98919V105
VISN	COMMSCOPE HLDG CO INC	126,730	$4.714M	0.2%	—	—	COM	20337X109
—	ANADARKO PETE CORP	65,900	$4.595M	0.1%	—	—	COM	032511107
HOLX	HOLOGIC INC	113,100	$4.538M	0.1%	—	—	COM	436440101
—	RICE MIDSTREAM PARTNERS LP	178,970	$4.399M	0.1%	—	—	UNIT LTD PARTN	762819100
—	PROS HOLDINGS INC	203,750	$4.385M	0.1%	—	—	COM	74346Y103
NXPI	NXP SEMICONDUCTORS N V	44,421	$4.354M	0.1%	—	—	COM	N6596X109
AJG	GALLAGHER ARTHUR J & CO	83,085	$4.317M	0.1%	—	—	COM	363576109
URI	UNITED RENTALS INC	40,460	$4.272M	0.1%	—	—	COM	911363109
CGNX	COGNEX CORP	66,080	$4.204M	0.1%	—	—	COM	192422103
QSR	RESTAURANT BRANDS INTL INC	87,575	$4.174M	0.1%	—	—	COM	76131D103
—	BUNGE LIMITED	57,630	$4.163M	0.1%	—	—	COM	G16962105
HBAN	HUNTINGTON BANCSHARES INC	314,635	$4.159M	0.1%	—	—	COM	446150104
—	MARVELL TECHNOLOGY GROUP LTD	296,250	$4.109M	0.1%	—	—	ORD	G5876H105
PI	IMPINJ INC	115,547	$4.083M	0.1%	—	—	COM	453204109
—	FIRST DATA CORP NEW	286,955	$4.072M	0.1%	—	—	COM CL A	32008D106
ALGN	ALIGN TECHNOLOGY INC	42,260	$4.062M	0.1%	—	—	COM	016255101
LNWO	SCIENTIFIC GAMES CORP	285,240	$3.993M	0.1%	—	—	CL A	80874P109
FMC	F M C CORP	69,645	$3.939M	0.1%	—	—	COM NEW	302491303
BALL	BALL CORP	52,070	$3.909M	0.1%	—	—	COM	058498106
WAB	WABTEC CORP	47,055	$3.907M	0.1%	—	—	COM	929740108
—	E TRADE FINANCIAL CORP	112,285	$3.891M	0.1%	—	—	COM NEW	269246401
E	ENI S P A	120,140	$3.873M	0.1%	—	—	SPONSORED ADR	26874R108
—	EMERGE ENERGY SVCS LP	313,480	$3.859M	0.1%	—	—	COM REP PARTN	29102H108
AOS	SMITH A O	81,425	$3.855M	0.1%	—	—	COM	831865209
MTN	VAIL RESORTS INC	23,900	$3.855M	0.1%	—	—	COM	91879Q109
HMC	HONDA MOTOR LTD	131,718	$3.845M	0.1%	—	—	AMERN SHS	438128308
PAGP	PLAINS GP HLDGS L P	109,565	$3.8M	0.1%	—	—	LTD PARTNR INT A	72651A207
RJF	RAYMOND JAMES FINANCIAL INC	54,780	$3.795M	0.1%	—	—	COM	754730109
XYL	XYLEM INC	75,676	$3.747M	0.1%	—	—	COM	98419M100
—	SPLUNK INC	73,240	$3.746M	0.1%	—	—	COM	848637104
—	ENLINK MIDSTREAM PARTNERS LP	201,000	$3.702M	0.1%	—	—	COM UNIT REP LTD	29336U107
—	EQT MIDSTREAM PARTNERS LP	46,380	$3.556M	0.1%	—	—	UNIT LTD PARTN	26885B100
SSNC	SS&C TECHNOLOGIES HLDGS INC	123,666	$3.537M	0.1%	—	—	COM	78467J100
CDW	CDW CORP	67,505	$3.516M	0.1%	—	—	COM	12514G108
PB	PROSPERITY BANCSHARES INC	48,690	$3.495M	0.1%	—	—	COM	743606105
IDXX	IDEXX LABS INC	29,405	$3.448M	0.1%	—	—	COM	45168D104
WLK	WESTLAKE CHEM CORP	61,220	$3.428M	0.1%	—	—	COM	960413102
PTC	PTC INC	74,035	$3.426M	0.1%	—	—	COM	69370C100
—	UNITED STATES STL CORP NEW	101,470	$3.35M	0.1%	—	—	COM	912909108
OPLN	KAR AUCTION SVCS INC	77,850	$3.318M	0.1%	—	—	COM	48238T109
TM	TOYOTA MOTOR CORP	28,100	$3.293M	0.1%	—	—	SP ADR REP2COM	892331307
ALSN	ALLISON TRANSMISSION HLDGS I	97,180	$3.274M	0.1%	—	—	COM	01973R101
GLD	SPDR GOLD TRUST	28,500	$3.124M	0.1%	—	—	GOLD SHS	78463V107
IWF	ISHARES TR	28,600	$3M	0.1%	—	—	RUS 1000 GRW ETF	464287614
VRNS	VARONIS SYS INC	110,157	$2.952M	0.1%	—	—	COM	922280102
KSS	KOHLS CORP	59,320	$2.929M	0.1%	—	—	COM	500255104
LKQ	LKQ CORP	95,229	$2.919M	0.1%	—	—	COM	501889208
—	CANTEL MEDICAL CORP	36,254	$2.855M	0.1%	—	—	COM	138098108
—	TESORO CORP	31,600	$2.763M	0.1%	—	—	COM	881609101
—	DOMINION MIDSTREAM PARTNERS	91,638	$2.708M	0.1%	—	—	COM UT REP LTD	257454108
CQP	CHENIERE ENERGY PARTNERS LP	93,280	$2.688M	0.1%	—	—	COM UNIT	16411Q101
XYZ	SQUARE INC	197,075	$2.686M	0.1%	—	—	CL A	852234103
VLO	VALERO ENERGY CORP NEW	38,000	$2.596M	0.1%	—	—	COM	91913Y100
—	DCP MIDSTREAM PARTNERS LP	65,130	$2.5M	0.1%	—	—	COM UT LTD PTN	23311P100
—	UNIT CORP	91,430	$2.457M	0.1%	—	—	COM	909218109
ALKS	ALKERMES PLC	43,490	$2.417M	0.1%	—	—	SHS	G01767105
—	PARSLEY ENERGY INC	68,385	$2.41M	0.1%	—	—	CL A	701877102
MUR	MURPHY OIL CORP	76,590	$2.384M	0.1%	—	—	COM	626717102
—	RANDGOLD RES LTD	30,000	$2.29M	0.1%	—	—	ADR	752344309
—	TRANSCANADA CORP	50,690	$2.289M	0.1%	—	—	COM	89353D107
GNTX	GENTEX CORP	114,500	$2.255M	0.1%	—	—	COM	371901109
RES	RPC INC	113,500	$2.248M	0.1%	—	—	COM	749660106
CTAS	CINTAS CORP	19,200	$2.219M	0.1%	—	—	COM	172908105
—	PIONEER NAT RES CO	12,220	$2.2M	0.1%	—	—	COM	723787107
—	CHINA PETE & CHEM CORP	30,250	$2.148M	0.1%	—	—	SPON ADR H SHS	16941R108
—	STERICYCLE INC	27,690	$2.133M	0.1%	—	—	COM	858912108
LUV	SOUTHWEST AIRLS CO	42,440	$2.115M	0.1%	—	—	COM	844741108
IRM	IRON MTN INC NEW	62,965	$2.045M	0.1%	—	—	COM	46284V101
—	BOARDWALK PIPELINE PARTNERS	115,885	$2.012M	0.1%	—	—	UT LTD PARTNER	096627104
VRTX	VERTEX PHARMACEUTICALS INC	26,830	$1.977M	0.1%	—	—	COM	92532F100
—	SEATTLE GENETICS INC	37,460	$1.977M	0.1%	—	—	COM	812578102
SND	SMART SAND INC	116,200	$1.923M	0.1%	—	—	COM	83191H107
SM	SM ENERGY CO	54,900	$1.893M	0.1%	—	—	COM	78454L100
—	TESORO LOGISTICS LP	37,065	$1.883M	0.1%	—	—	COM UNIT LP	88160T107
—	VARIAN MED SYS INC	20,930	$1.879M	0.1%	—	—	COM	92220P105
FAST	FASTENAL CO	38,810	$1.823M	0.1%	—	—	COM	311900104
TRMB	TRIMBLE INC	57,340	$1.729M	0.1%	—	—	COM	896239100
MOG/A	MOOG INC	26,330	$1.729M	0.1%	—	—	CL A	615394202
—	PHILLIPS 66 PARTNERS LP	33,190	$1.614M	0.1%	—	—	COM UNIT REP INT	718549207
—	NOBLE MIDSTREAM PARTNERS LP	44,100	$1.588M	0.1%	—	—	COM UNIT REPST	65506L105
AEM	AGNICO EAGLE MINES LTD	37,500	$1.575M	0.1%	—	—	COM	008474108
—	SUNOCO LOGISTICS PRTNRS L P	64,700	$1.554M	0.0%	—	—	COM UNITS	86764L108
—	BARRICK GOLD CORP	92,500	$1.478M	0.0%	—	—	COM	067901108
—	ANSYS INC	15,690	$1.451M	0.0%	—	—	COM	03662Q105
GEL	GENESIS ENERGY L P	38,690	$1.394M	0.0%	—	—	UNIT LTD PARTN	371927104
—	PETROCHINA CO LTD	18,450	$1.36M	0.0%	—	—	SPONSORED ADR	71646E100
KMI	KINDER MORGAN INC DEL	65,300	$1.352M	0.0%	—	—	COM	49456B101
UAA	UNDER ARMOUR INC	45,300	$1.316M	0.0%	—	—	CL A	904311107
UA	UNDER ARMOUR INC	50,656	$1.275M	0.0%	—	—	CL C	904311206
—	SUMMIT MIDSTREAM PARTNERS LP	50,600	$1.273M	0.0%	—	—	COM UNIT LTD	866142102
—	DST SYS INC DEL	11,840	$1.269M	0.0%	—	—	COM	233326107
GILD	GILEAD SCIENCES INC	17,650	$1.264M	0.0%	—	—	COM	375558103
PRAA	PRA GROUP INC	31,710	$1.24M	0.0%	—	—	COM	69354N106
BHP	BHP BILLITON LTD	34,600	$1.238M	0.0%	—	—	SPONSORED ADR	088606108
CTRA	CABOT OIL & GAS CORP	51,970	$1.214M	0.0%	—	—	COM	127097103
—	NUSTAR ENERGY LP	24,300	$1.21M	0.0%	—	—	UNIT COM	67058H102
—	SONIC CORP	44,885	$1.19M	0.0%	—	—	COM	835451105
—	GOLDCORP INC NEW	85,000	$1.156M	0.0%	—	—	COM	380956409
INDY	ISHARES	41,700	$1.14M	0.0%	—	—	INDIA 50 ETF	464289529
—	TALLGRASS ENERGY PARTNERS LP	23,881	$1.133M	0.0%	—	—	COM UNIT	874697105
RPM	RPM INTL INC	20,240	$1.09M	0.0%	—	—	COM	749685103
WAT	WATERS CORP	7,620	$1.024M	0.0%	—	—	COM	941848103
—	VCA INC	14,720	$1.011M	0.0%	—	—	COM	918194101
—	VIPER ENERGY PARTNERS LP	62,511	$1M	0.0%	—	—	COM UNT RP INT	92763M105
—	BUCKEYE PARTNERS L P	14,990	$992K	0.0%	—	—	UNIT LTD PARTN	118230101
—	SHELL MIDSTREAM PARTNERS L P	32,345	$941K	0.0%	—	—	UNIT LTD INT	822634101
PAYX	PAYCHEX INC	14,740	$897K	0.0%	—	—	COM	704326107
PSX	PHILLIPS 66	9,610	$830K	0.0%	—	—	COM	718546104
BA	BOEING CO	5,000	$778K	0.0%	—	—	COM	097023105
—	STATOIL ASA	41,390	$755K	0.0%	—	—	SPONSORED ADR	85771P102
—	CNOOC LTD	6,080	$754K	0.0%	—	—	SPONSORED ADR	126132109
XRAY	DENTSPLY SIRONA INC	12,820	$740K	0.0%	—	—	COM	24906P109
—	MONSANTO CO NEW	6,120	$644K	0.0%	—	—	COM	61166W101
SEE	SEALED AIR CORP NEW	13,840	$628K	0.0%	—	—	COM	81211K100
—	CARRIZO OIL & GAS INC	16,780	$627K	0.0%	—	—	COM	144577103
ET	ENERGY TRANSFER EQUITY L P	32,100	$620K	0.0%	—	—	COM UT LTD PTN	29273V100
MUSA	MURPHY USA INC	8,745	$538K	0.0%	—	—	COM	626755102
SQM	SOCIEDAD QUIMICA MINERA DE C	18,750	$537K	0.0%	—	—	SPON ADR SER B	833635105
TJX	TJX COS INC NEW	6,840	$514K	0.0%	—	—	COM	872540109
GLPG	GALAPAGOS NV	7,890	$506K	0.0%	—	—	SPON ADR	36315X101
HOG	HARLEY DAVIDSON INC	8,363	$488K	0.0%	—	—	COM	412822108
C	CITIGROUP INC	8,010	$476K	0.0%	—	—	COM NEW	172967424
QCOM	QUALCOMM INC	6,950	$453K	0.0%	—	—	COM	747525103
KO	COCA COLA CO	10,020	$415K	0.0%	—	—	COM	191216100
—	ROWAN COMPANIES PLC	21,880	$413K	0.0%	—	—	SHS CL A	G7665A101
SIMO	SILICON MOTION TECHNOLOGY CO	9,710	$412K	0.0%	—	—	SPONSORED ADR	82706C108
BWA	BORGWARNER INC	10,340	$408K	0.0%	—	—	COM	099724106
AXP	AMERICAN EXPRESS CO	5,175	$383K	0.0%	—	—	COM	025816109
MYGN	MYRIAD GENETICS INC	22,760	$379K	0.0%	—	—	COM	62855J104
PCAR	PACCAR INC	5,750	$367K	0.0%	—	—	COM	693718108
—	NABORS INDUSTRIES LTD	22,400	$367K	0.0%	—	—	SHS	G6359F103
—	DBV TECHNOLOGIES S A	9,690	$340K	0.0%	—	—	SPONSORED ADR	23306J101
TAL	TAL ED GROUP	4,740	$333K	0.0%	—	—	ADS REPSTG COM	874080104
PG	PROCTER AND GAMBLE CO	3,800	$320K	0.0%	—	—	COM	742718109
ENB	ENBRIDGE INC	7,600	$320K	0.0%	—	—	COM	29250N105
ADP	AUTOMATIC DATA PROCESSING IN	3,000	$308K	0.0%	—	—	COM	053015103
—	BONANZA CREEK ENERGY INC	300,400	$306K	0.0%	—	—	COM	097793103
—	NEWFIELD EXPL CO	7,300	$296K	0.0%	—	—	COM	651290108
AMGN	AMGEN INC	2,000	$292K	0.0%	—	—	COM	031162100
NICE	NICE LTD	4,035	$277K	0.0%	—	—	SPONSORED ADR	653656108
ITW	ILLINOIS TOOL WKS INC	2,170	$266K	0.0%	—	—	COM	452308109
—	CHINA LODGING GROUP LTD	4,910	$255K	0.0%	—	—	SPONSORED ADR	16949N109
IWP	ISHARES TR	2,600	$253K	0.0%	—	—	RUS MD CP GR ETF	464287481
—	ATLASSIAN CORP PLC	10,180	$245K	0.0%	—	—	CL A	G06242104
—	VIDEOCON D2H LTD	29,010	$238K	0.0%	—	—	ADR	92657J101
PFE	PFIZER INC	6,500	$211K	0.0%	—	—	COM	717081103
DIS	DISNEY WALT CO	2,000	$208K	0.0%	—	—	COM DISNEY	254687106
UNP	UNION PAC CORP	2,000	$207K	0.0%	—	—	COM	907818108
BABA	ALIBABA GROUP HLDG LTD	2,290	$201K	0.0%	—	—	SPONSORED ADS	01609W102
GOOGL	ALPHABET INC	230	$182K	0.0%	—	—	CAP STK CL A	02079K305
RYAAY	RYANAIR HLDGS PLC	2,095	$174K	0.0%	—	—	SPONSORED ADR NE	783513203
RIG	TRANSOCEAN LTD	11,600	$171K	0.0%	—	—	REG SHS	H8817H100
INTC	INTEL CORP	4,700	$170K	0.0%	—	—	COM	458140100
PEP	PEPSICO INC	1,600	$167K	0.0%	—	—	COM	713448108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	5,710	$164K	0.0%	—	—	SPONSORED ADR	874039100
CSCO	CISCO SYS INC	5,000	$151K	0.0%	—	—	COM	17275R102
PRGO	PERRIGO CO PLC	1,740	$145K	0.0%	—	—	SHS	G97822103
CAT	CATERPILLAR INC DEL	1,500	$139K	0.0%	—	—	COM	149123101
ORCL	ORACLE CORP	3,000	$115K	0.0%	—	—	COM	68389X105
ABBV	ABBVIE INC	1,800	$113K	0.0%	—	—	COM	00287Y109
—	BROADCOM LTD	620	$110K	0.0%	—	—	SHS	Y09827109
BAP	CREDICORP LTD	670	$106K	0.0%	—	—	COM	G2519Y108
—	TATA MTRS LTD	3,060	$105K	0.0%	—	—	SPONSORED ADR	876568502
NKE	NIKE INC	2,000	$102K	0.0%	—	—	CL B	654106103
RACE	FERRARI N V	1,725	$100K	0.0%	—	—	COM	N3167Y103
MCD	MCDONALDS CORP	800	$97,000	0.0%	—	—	COM	580135101
—	ALLERGAN PLC	441	$93,000	0.0%	—	—	SHS	G0177J108
LBTYAUSD	LIBERTY GLOBAL PLC	3,055	$93,000	0.0%	—	—	SHS CL A	G5480U104
HDB	HDFC BANK LTD	1,500	$91,000	0.0%	—	—	ADR REPS 3 SHS	40415F101
—	BANCOLOMBIA S A	2,470	$91,000	0.0%	—	—	SPON ADR PREF	05968L102
ABT	ABBOTT LABS	1,800	$69,000	0.0%	—	—	COM	002824100
—	CDK GLOBAL INC	1,000	$60,000	0.0%	—	—	COM	12508E101
CMI	CUMMINS INC	300	$41,000	0.0%	—	—	COM	231021106
SYK	STRYKER CORP	340	$41,000	0.0%	—	—	COM	863667101
—	WALGREENS BOOTS ALLIANCE INC	480	$40,000	0.0%	—	—	COM	931427108
—	TIVO CORP	739	$15,000	0.0%	—	—	COM	88870P106
—	CONSOL ENERGY INC	530	$10,000	0.0%	—	—	COM	20854P109
—	CALIFORNIA RES CORP	234	$5,000	0.0%	—	—	COM NEW	13057Q206