Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
EEM	ISHARES TR	1,442,600	$64.64M	2.0%	—	—	MSCI EMG MKT ETF	464287234
—	ABIOMED INC	339,961	$57.32M	1.8%	—	—	COM	003654100
META	FACEBOOK INC	321,999	$55.02M	1.7%	—	—	CL A	30303M102
MSFT	MICROSOFT CORP	705,922	$52.58M	1.7%	—	—	COM	594918104
V	VISA INC	496,667	$52.27M	1.6%	—	—	COM CL A	92826C839
AMZN	AMAZON COM INC	51,832	$49.83M	1.6%	—	—	COM	023135106
CME	CME GROUP INC	351,224	$47.65M	1.5%	—	—	COM CL A	12572Q105
AMAT	APPLIED MATLS INC	888,464	$46.28M	1.5%	—	—	COM	038222105
C	CITIGROUP INC	633,783	$46.1M	1.4%	—	—	COM NEW	172967424
AAPL	APPLE INC	294,808	$45.44M	1.4%	—	—	COM	037833100
UNH	UNITEDHEALTH GROUP INC	221,816	$43.44M	1.4%	—	—	COM	91324P102
SCHW	SCHWAB CHARLES CORP NEW	992,327	$43.4M	1.4%	—	—	COM	808513105
PH	PARKER HANNIFIN CORP	231,689	$40.55M	1.3%	—	—	COM	701094104
MS	MORGAN STANLEY	774,974	$37.33M	1.2%	—	—	COM NEW	617446448
—	CELGENE CORP	249,280	$36.35M	1.1%	—	—	COM	151020104
NFLX	NETFLIX INC	195,975	$35.54M	1.1%	—	—	COM	64110L106
EA	ELECTRONIC ARTS INC	299,951	$35.41M	1.1%	—	—	COM	285512109
JBHT	HUNT J B TRANS SVCS INC	313,875	$34.87M	1.1%	—	—	COM	445658107
—	WABCO HLDGS INC	213,052	$31.53M	1.0%	—	—	COM	92927K102
MNST	MONSTER BEVERAGE CORP NEW	545,127	$30.12M	0.9%	—	—	COM	61174X109
URI	UNITED RENTALS INC	215,383	$29.88M	0.9%	—	—	COM	911363109
XPO	XPO LOGISTICS INC	431,326	$29.23M	0.9%	—	—	COM	983793100
EOG	EOG RES INC	300,511	$29.07M	0.9%	—	—	COM	26875P101
—	CONTINENTAL RESOURCES INC	733,150	$28.31M	0.9%	—	—	COM	212015101
VEEV	VEEVA SYS INC	485,661	$27.4M	0.9%	—	—	CL A COM	922475108
—	PIONEER NAT RES CO	184,990	$27.29M	0.9%	—	—	COM	723787107
INTC	INTEL CORP	683,334	$26.02M	0.8%	—	—	COM	458140100
—	ACTIVISION BLIZZARD INC	397,416	$25.64M	0.8%	—	—	COM	00507V109
GDOT	GREEN DOT CORP	499,054	$24.74M	0.8%	—	—	CL A	39304D102
GOOG	ALPHABET INC	25,399	$24.36M	0.8%	—	—	CAP STK CL C	02079K107
ILMN	ILLUMINA INC	121,831	$24.27M	0.8%	—	—	COM	452327109
—	RED HAT INC	210,210	$23.3M	0.7%	—	—	COM	756577102
MCHP	MICROCHIP TECHNOLOGY INC	259,196	$23.27M	0.7%	—	—	COM	595017104
FDX	FEDEX CORP	100,364	$22.64M	0.7%	—	—	COM	31428X106
HD	HOME DEPOT INC	133,766	$21.88M	0.7%	—	—	COM	437076102
ADBE	ADOBE SYS INC	144,649	$21.58M	0.7%	—	—	COM	00724F101
MIDD	MIDDLEBY CORP	165,685	$21.24M	0.7%	—	—	COM	596278101
LOPE	GRAND CANYON ED INC	217,010	$19.71M	0.6%	—	—	COM	38526M106
—	TIVITY HEALTH INC	472,537	$19.28M	0.6%	—	—	COM	88870R102
DE	DEERE & CO	148,709	$18.68M	0.6%	—	—	COM	244199105
BCO	BRINKS CO	216,368	$18.23M	0.6%	—	—	COM	109696104
RNG	RINGCENTRAL INC	431,188	$18M	0.6%	—	—	CL A	76680R206
—	SUMMIT MATLS INC	561,700	$17.99M	0.6%	—	—	CL A	86614U100
—	SYNOVUS FINL CORP	378,889	$17.45M	0.5%	—	—	COM NEW	87161C501
—	REALPAGE INC	431,204	$17.2M	0.5%	—	—	COM	75606N109
—	INTERXION HOLDING N.V	336,831	$17.16M	0.5%	—	—	SHS	N47279109
—	BLACKHAWK NETWORK HLDGS INC	391,565	$17.15M	0.5%	—	—	COM	09238E104
—	COACH INC	408,218	$16.44M	0.5%	—	—	COM	189754104
EPD	ENTERPRISE PRODS PARTNERS L	620,520	$16.18M	0.5%	—	—	COM	293792107
LNWO	SCIENTIFIC GAMES CORP	352,450	$16.16M	0.5%	—	—	CL A	80874P109
MYGN	MYRIAD GENETICS INC	445,635	$16.12M	0.5%	—	—	COM	62855J104
—	AIR TRANSPORT SERVICES GRP I	653,421	$15.9M	0.5%	—	—	COM	00922R105
—	PRA HEALTH SCIENCES INC	207,846	$15.83M	0.5%	—	—	COM	69354M108
BABA	ALIBABA GROUP HLDG LTD	91,101	$15.73M	0.5%	—	—	SPONSORED ADS	01609W102
PWR	QUANTA SVCS INC	413,450	$15.45M	0.5%	—	—	COM	74762E102
WEN	WENDYS CO	991,335	$15.39M	0.5%	—	—	COM	95058W100
EEFT	EURONET WORLDWIDE INC	161,880	$15.35M	0.5%	—	—	COM	298736109
—	VONAGE HLDGS CORP	1,854,052	$15.09M	0.5%	—	—	COM	92886T201
TSLA	TESLA INC	43,972	$15M	0.5%	—	—	COM	88160R101
CHGG	CHEGG INC	1,004,859	$14.91M	0.5%	—	—	COM	163092109
—	BOINGO WIRELESS INC	690,700	$14.76M	0.5%	—	—	COM	09739C102
TER	TERADYNE INC	394,144	$14.7M	0.5%	—	—	COM	880770102
—	POWERSHARES QQQ TRUST	100,000	$14.54M	0.5%	—	—	UNIT SER 1	73935A104
—	BIOTELEMETRY INC	437,527	$14.44M	0.5%	—	—	COM	090672106
PSTG	PURE STORAGE INC	900,520	$14.4M	0.5%	—	—	CL A	74624M102
—	CATALENT INC	357,230	$14.26M	0.4%	—	—	COM	148806102
EXP	EAGLE MATERIALS INC	133,270	$14.22M	0.4%	—	—	COM	26969P108
—	LIONS GATE ENTMNT CORP	424,060	$14.19M	0.4%	—	—	CL A VTG	535919401
ACHC	ACADIA HEALTHCARE COMPANY IN	289,055	$13.8M	0.4%	—	—	COM	00404A109
BWXT	BWX TECHNOLOGIES INC	244,165	$13.68M	0.4%	—	—	COM	05605H100
LGND	LIGAND PHARMACEUTICALS INC	100,350	$13.66M	0.4%	—	—	COM NEW	53220K504
—	FIREEYE INC	798,390	$13.39M	0.4%	—	—	COM	31816Q101
—	UNIVAR INC	460,272	$13.32M	0.4%	—	—	COM	91336L107
—	GTT COMMUNICATIONS INC	420,239	$13.3M	0.4%	—	—	COM	362393100
—	CYRUSONE INC	224,209	$13.21M	0.4%	—	—	COM	23283R100
—	CYPRESS SEMICONDUCTOR CORP	878,897	$13.2M	0.4%	—	—	COM	232806109
VMI	VALMONT INDS INC	82,960	$13.12M	0.4%	—	—	COM	920253101
BIIB	BIOGEN INC	41,824	$13.1M	0.4%	—	—	COM	09062X103
SRPT	SAREPTA THERAPEUTICS INC	284,030	$12.88M	0.4%	—	—	COM	803607100
CVLT	COMMVAULT SYSTEMS INC	209,520	$12.74M	0.4%	—	—	COM	204166102
SUPN	SUPERNUS PHARMACEUTICALS INC	316,940	$12.68M	0.4%	—	—	COM	868459108
—	MERITOR INC	476,926	$12.4M	0.4%	—	—	COM	59001K100
BAC	BANK AMER CORP	485,800	$12.31M	0.4%	—	—	COM	060505104
BYD	BOYD GAMING CORP	471,460	$12.28M	0.4%	—	—	COM	103304101
—	GUESS INC	714,680	$12.17M	0.4%	—	—	COM	401617105
—	NAVISTAR INTL CORP NEW	275,155	$12.13M	0.4%	—	—	COM	63934E108
ITRI	ITRON INC	155,082	$12.01M	0.4%	—	—	COM	465741106
—	SPLUNK INC	180,385	$11.98M	0.4%	—	—	COM	848637104
SAIA	SAIA INC	188,036	$11.78M	0.4%	—	—	COM	78709Y105
JPM	JPMORGAN CHASE & CO	122,100	$11.66M	0.4%	—	—	COM	46625H100
VC	VISTEON CORP	93,760	$11.61M	0.4%	—	—	COM NEW	92839U206
—	DELPHI AUTOMOTIVE PLC	116,989	$11.51M	0.4%	—	—	SHS	G27823106
HQY	HEALTHEQUITY INC	225,984	$11.43M	0.4%	—	—	COM	42226A107
XHB	SPDR SERIES TRUST	286,600	$11.41M	0.4%	—	—	S&P HOMEBUILD	78464A888
SITE	SITEONE LANDSCAPE SUPPLY INC	195,915	$11.38M	0.4%	—	—	COM	82982L103
PANW	PALO ALTO NETWORKS INC	78,627	$11.33M	0.4%	—	—	COM	697435105
—	FIBROGEN INC	206,300	$11.1M	0.3%	—	—	COM	31572Q808
ULTA	ULTA BEAUTY INC	49,027	$11.08M	0.3%	—	—	COM	90384S303
BLD	TOPBUILD CORP	167,955	$10.95M	0.3%	—	—	COM	89055F103
RBC	RBC BEARINGS INC	86,800	$10.86M	0.3%	—	—	COM	75524B104
OLED	UNIVERSAL DISPLAY CORP	84,125	$10.84M	0.3%	—	—	COM	91347P105
WAL	WESTERN ALLIANCE BANCORP	202,914	$10.77M	0.3%	—	—	COM	957638109
—	NEW RELIC INC	215,995	$10.76M	0.3%	—	—	COM	64829B100
BLDR	BUILDERS FIRSTSOURCE INC	596,277	$10.73M	0.3%	—	—	COM	12008R107
RUSHA	RUSH ENTERPRISES INC	225,613	$10.44M	0.3%	—	—	CL A	781846209
—	HORTONWORKS INC	616,110	$10.44M	0.3%	—	—	COM	440894103
—	INTEGRATED DEVICE TECHNOLOGY	390,540	$10.38M	0.3%	—	—	COM	458118106
INDY	ISHARES	299,150	$10.2M	0.3%	—	—	INDIA 50 ETF	464289529
—	ENVESTNET INC	198,907	$10.14M	0.3%	—	—	COM	29404K106
FIVN	FIVE9 INC	421,336	$10.07M	0.3%	—	—	COM	338307101
ROG	ROGERS CORP	75,320	$10.04M	0.3%	—	—	COM	775133101
KTOS	KRATOS DEFENSE & SEC SOLUTIO	762,895	$9.979M	0.3%	—	—	COM NEW	50077B207
GILD	GILEAD SCIENCES INC	118,818	$9.627M	0.3%	—	—	COM	375558103
PNC	PNC FINL SVCS GROUP INC	70,600	$9.515M	0.3%	—	—	COM	693475105
NPO	ENPRO INDS INC	117,612	$9.471M	0.3%	—	—	COM	29355X107
OMCL	OMNICELL INC	185,305	$9.46M	0.3%	—	—	COM	68213N109
TRMB	TRIMBLE INC	240,935	$9.457M	0.3%	—	—	COM	896239100
MRCY	MERCURY SYS INC	181,706	$9.427M	0.3%	—	—	COM	589378108
AZTA	BROOKS AUTOMATION INC	309,503	$9.397M	0.3%	—	—	COM	114340102
MTDR	MATADOR RES CO	346,095	$9.396M	0.3%	—	—	COM	576485205
GIII	G-III APPAREL GROUP LTD	322,890	$9.37M	0.3%	—	—	COM	36237H101
ALRM	ALARM COM HLDGS INC	206,001	$9.307M	0.3%	—	—	COM	011642105
ACIW	ACI WORLDWIDE INC	407,165	$9.275M	0.3%	—	—	COM	004498101
—	ALTRA INDL MOTION CORP	190,315	$9.154M	0.3%	—	—	COM	02208R106
MPLX	MPLX LP	260,928	$9.135M	0.3%	—	—	COM UNIT REP LTD	55336V100
VRNS	VARONIS SYS INC	217,190	$9.1M	0.3%	—	—	COM	922280102
—	MIMECAST LTD	317,413	$9.021M	0.3%	—	—	ORD SHS	G14838109
TCMD	TACTILE SYS TECHNOLOGY INC	290,664	$8.996M	0.3%	—	—	COM	87357P100
NVCR	NOVOCURE LTD	448,458	$8.902M	0.3%	—	—	ORD SHS	G6674U108
WERN	WERNER ENTERPRISES INC	242,695	$8.871M	0.3%	—	—	COM	950755108
—	INTERSECT ENT INC	283,765	$8.839M	0.3%	—	—	COM	46071F103
—	WILLIAMS PARTNERS L P NEW	225,680	$8.779M	0.3%	—	—	COM UNIT LTD PAR	96949L105
PTEN	PATTERSON UTI ENERGY INC	418,630	$8.766M	0.3%	—	—	COM	703481101
EFA	ISHARES TR	127,500	$8.731M	0.3%	—	—	MSCI EAFE ETF	464287465
CVSA	ADTALEM GLOBAL ED INC	240,225	$8.612M	0.3%	—	—	COM	00737L103
—	ENERGY TRANSFER PARTNERS LP	468,184	$8.563M	0.3%	—	—	UNIT LTD PRT INT	29278N103
—	TRITON INTL LTD	254,461	$8.468M	0.3%	—	—	CL A	G9078F107
—	EVERI HLDGS INC	1,099,937	$8.349M	0.3%	—	—	COM	30034T103
LITE	LUMENTUM HLDGS INC	153,450	$8.34M	0.3%	—	—	COM	55024U109
PLNT	PLANET FITNESS INC	298,215	$8.046M	0.3%	—	—	CL A	72703H101
AXGN	AXOGEN INC	408,041	$7.896M	0.2%	—	—	COM	05463X106
CMCO	COLUMBUS MCKINNON CORP N Y	205,223	$7.772M	0.2%	—	—	COM	199333105
—	LIVEPERSON INC	572,720	$7.76M	0.2%	—	—	COM	538146101
—	IAC INTERACTIVECORP	65,375	$7.687M	0.2%	—	—	COM	44919P508
CBOE	CBOE HLDGS INC	70,775	$7.618M	0.2%	—	—	COM	12503M108
—	MAGELLAN MIDSTREAM PRTNRS LP	106,192	$7.546M	0.2%	—	—	COM UNIT RP LP	559080106
ISRG	INTUITIVE SURGICAL INC	7,100	$7.426M	0.2%	—	—	COM NEW	46120E602
—	GRUBHUB INC	139,705	$7.357M	0.2%	—	—	COM	400110102
—	MARVELL TECHNOLOGY GROUP LTD	405,008	$7.25M	0.2%	—	—	ORD	G5876H105
—	ARISTA NETWORKS INC	37,535	$7.117M	0.2%	—	—	COM	040413106
RRGB	RED ROBIN GOURMET BURGERS IN	105,334	$7.057M	0.2%	—	—	COM	75689M101
—	BROADCOM LTD	29,000	$7.034M	0.2%	—	—	SHS	Y09827109
FMC	F M C CORP	75,295	$6.725M	0.2%	—	—	COM NEW	302491303
—	CUTERA INC	162,513	$6.72M	0.2%	—	—	COM	232109108
—	LOGMEIN INC	59,555	$6.554M	0.2%	—	—	COM	54142L109
—	BIOVERATIV INC	113,210	$6.461M	0.2%	—	—	COM	09075E100
—	AERIE PHARMACEUTICALS INC	132,118	$6.421M	0.2%	—	—	COM	00771V108
ODFL	OLD DOMINION FGHT LINES INC	56,580	$6.23M	0.2%	—	—	COM	679580100
KNX	KNIGHT SWIFT TRANSN HLDGS IN	147,595	$6.133M	0.2%	—	—	CL A	499049104
TFX	TELEFLEX INC	25,205	$6.099M	0.2%	—	—	COM	879369106
OC	OWENS CORNING NEW	78,760	$6.092M	0.2%	—	—	COM	690742101
AJG	GALLAGHER ARTHUR J & CO	98,870	$6.085M	0.2%	—	—	COM	363576109
FISV	FISERV INC	46,370	$5.98M	0.2%	—	—	COM	337738108
DKS	DICKS SPORTING GOODS INC	218,782	$5.909M	0.2%	—	—	COM	253393102
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	57,240	$5.852M	0.2%	—	—	COM	874054109
—	TOTAL S A	108,600	$5.812M	0.2%	—	—	SPONSORED ADR	89151E109
MTN	VAIL RESORTS INC	25,345	$5.782M	0.2%	—	—	COM	91879Q109
—	ISHARES TR	200,000	$5.698M	0.2%	—	—	CUR HED MSCI GER	46434V704
—	ROYAL DUTCH SHELL PLC	93,700	$5.676M	0.2%	—	—	SPONS ADR A	780259206
XYZ	SQUARE INC	196,501	$5.661M	0.2%	—	—	CL A	852234103
—	E TRADE FINANCIAL CORP	129,030	$5.627M	0.2%	—	—	COM NEW	269246401
ECPG	ENCORE CAP GROUP INC	126,635	$5.61M	0.2%	—	—	COM	292554102
1741046D	STERIS PLC	62,050	$5.485M	0.2%	—	—	SHS USD	G84720104
SSNC	SS&C TECHNOLOGIES HLDGS INC	135,561	$5.443M	0.2%	—	—	COM	78467J100
EXTR	EXTREME NETWORKS INC	457,345	$5.438M	0.2%	—	—	COM	30226D106
—	VARIAN MED SYS INC	54,305	$5.434M	0.2%	—	—	COM	92220P105
—	ANDEAVOR	52,550	$5.421M	0.2%	—	—	COM	03349M105
—	ANDEAVOR LOGISTICS LP	108,243	$5.419M	0.2%	—	—	COM UNIT LP INT	03350F106
—	NEKTAR THERAPEUTICS	224,764	$5.394M	0.2%	—	—	COM	640268108
—	PORTOLA PHARMACEUTICALS INC	99,791	$5.392M	0.2%	—	—	COM	737010108
LECO	LINCOLN ELEC HLDGS INC	57,595	$5.28M	0.2%	—	—	COM	533900106
TECH	BIO TECHNE CORP	43,240	$5.227M	0.2%	—	—	COM	09073M104
LNTH	LANTHEUS HLDGS INC	290,390	$5.169M	0.2%	—	—	COM	516544103
AOS	SMITH A O	86,355	$5.132M	0.2%	—	—	COM	831865209
—	CLOVIS ONCOLOGY INC	61,625	$5.078M	0.2%	—	—	COM	189464100
CE	CELANESE CORP DEL	47,985	$5.003M	0.2%	—	—	COM SER A	150870103
ICLR	ICON PLC	43,475	$4.951M	0.2%	—	—	SHS	G4705A100
FANG	DIAMONDBACK ENERGY INC	50,182	$4.916M	0.2%	—	—	COM	25278X109
RGEN	REPLIGEN CORP	127,998	$4.905M	0.2%	—	—	COM	759916109
—	U S SILICA HLDGS INC	154,936	$4.814M	0.2%	—	—	COM	90346E103
—	XEROX CORP	142,160	$4.733M	0.1%	—	—	COM NEW	984121608
—	CONCHO RES INC	35,370	$4.659M	0.1%	—	—	COM	20605P101
MKTX	MARKETAXESS HLDGS INC	25,085	$4.628M	0.1%	—	—	COM	57060D108
—	FIRST DATA CORP NEW	252,955	$4.563M	0.1%	—	—	COM CL A	32008D106
—	SRC ENERGY INC	471,295	$4.557M	0.1%	—	—	COM	78470V108
—	GLU MOBILE INC	1,194,487	$4.491M	0.1%	—	—	COM	379890106
PTC	PTC INC	78,675	$4.428M	0.1%	—	—	COM	69370C100
—	PROS HOLDINGS INC	182,984	$4.415M	0.1%	—	—	COM	74346Y103
—	DASEKE INC	337,918	$4.41M	0.1%	—	—	COM	23753F107
CVX	CHEVRON CORP NEW	37,185	$4.369M	0.1%	—	—	COM	166764100
PBYI	PUMA BIOTECHNOLOGY INC	36,185	$4.333M	0.1%	—	—	COM	74587V107
IPGP	IPG PHOTONICS CORP	22,980	$4.253M	0.1%	—	—	COM	44980X109
—	RSP PERMIAN INC	120,650	$4.173M	0.1%	—	—	COM	74978Q105
—	CIMAREX ENERGY CO	36,460	$4.144M	0.1%	—	—	COM	171798101
—	ANTERO MIDSTREAM PARTNERS LP	129,844	$4.094M	0.1%	—	—	UNT LTD PARTN	03673L103
VRTX	VERTEX PHARMACEUTICALS INC	26,830	$4.079M	0.1%	—	—	COM	92532F100
HALO	HALOZYME THERAPEUTICS INC	232,905	$4.046M	0.1%	—	—	COM	40637H109
HMC	HONDA MOTOR LTD	131,718	$3.894M	0.1%	—	—	AMERN SHS	438128308
CTRA	CABOT OIL & GAS CORP	144,470	$3.865M	0.1%	—	—	COM	127097103
—	ENCANA CORP	323,085	$3.806M	0.1%	—	—	COM	292505104
TLT	ISHARES TR	30,000	$3.743M	0.1%	—	—	20 YR TR BD ETF	464287432
—	PHILLIPS 66 PARTNERS LP	71,169	$3.741M	0.1%	—	—	COM UNIT REP INT	718549207
—	ENERGEN CORP	68,150	$3.726M	0.1%	—	—	COM	29265N108
—	QUIDEL CORP	84,518	$3.707M	0.1%	—	—	COM	74838J101
DLB	DOLBY LABORATORIES INC	64,390	$3.704M	0.1%	—	—	COM	25659T107
MOD	MODINE MFG CO	185,135	$3.564M	0.1%	—	—	COM	607828100
CORT	CORCEPT THERAPEUTICS INC	182,252	$3.517M	0.1%	—	—	COM	218352102
PVH	PVH CORP	27,810	$3.506M	0.1%	—	—	COM	693656100
—	ATLASSIAN CORP PLC	99,600	$3.501M	0.1%	—	—	CL A	G06242104
—	WESTERN GAS PARTNERS LP	68,061	$3.49M	0.1%	—	—	COM UNIT LP IN	958254104
GLD	SPDR GOLD TRUST	28,500	$3.465M	0.1%	—	—	GOLD SHS	78463V107
WST	WEST PHARMACEUTICAL SVSC INC	34,985	$3.368M	0.1%	—	—	COM	955306105
—	STATOIL ASA	164,260	$3.3M	0.1%	—	—	SPONSORED ADR	85771P102
—	COLFAX CORP	78,985	$3.289M	0.1%	—	—	COM	194014106
SU	SUNCOR ENERGY INC NEW	93,740	$3.284M	0.1%	—	—	COM	867224107
LNG	CHENIERE ENERGY INC	70,430	$3.172M	0.1%	—	—	COM NEW	16411R208
—	KEANE GROUP INC	184,690	$3.081M	0.1%	—	—	COM	48669A108
PAA	PLAINS ALL AMERN PIPELINE L	141,430	$2.997M	0.1%	—	—	UNIT LTD PARTN	726503105
—	EQT MIDSTREAM PARTNERS LP	39,915	$2.992M	0.1%	—	—	UNIT LTD PARTN	26885B100
—	CALLON PETE CO DEL	260,950	$2.933M	0.1%	—	—	COM	13123X102
—	RANDGOLD RES LTD	30,000	$2.93M	0.1%	—	—	ADR	752344309
BP	BP PLC	74,030	$2.845M	0.1%	—	—	SPONSORED ADR	055622104
SND	SMART SAND INC	409,034	$2.773M	0.1%	—	—	COM	83191H107
—	CENTENNIAL RESOURCE DEV INC	151,945	$2.73M	0.1%	—	—	CL A	15136A102
IWF	ISHARES TR	21,720	$2.716M	0.1%	—	—	RUS 1000 GRW ETF	464287614
HAL	HALLIBURTON CO	58,110	$2.675M	0.1%	—	—	COM	406216101
E	ENI S P A	79,970	$2.645M	0.1%	—	—	SPONSORED ADR	26874R108
SBUX	STARBUCKS CORP	48,720	$2.617M	0.1%	—	—	COM	855244109
—	TALLGRASS ENERGY PARTNERS LP	54,603	$2.615M	0.1%	—	—	COM UNIT	874697105
—	VIPER ENERGY PARTNERS LP	133,453	$2.488M	0.1%	—	—	COM UNT RP INT	92763M105
—	ENLINK MIDSTREAM PARTNERS LP	143,750	$2.409M	0.1%	—	—	COM UNIT REP LTD	29336U107
—	CHINA PETE & CHEM CORP	31,390	$2.378M	0.1%	—	—	SPON ADR H SHS	16941R108
—	DCP MIDSTREAM LP	67,900	$2.352M	0.1%	—	—	COM UT LTD PTN	23311P100
CTAS	CINTAS CORP	16,300	$2.352M	0.1%	—	—	COM	172908105
—	CHESAPEAKE ENERGY CORP	539,030	$2.318M	0.1%	—	—	COM	165167107
CQP	CHENIERE ENERGY PARTNERS LP	80,040	$2.307M	0.1%	—	—	COM UNIT	16411Q101
LUV	SOUTHWEST AIRLS CO	40,840	$2.286M	0.1%	—	—	COM	844741108
VLO	VALERO ENERGY CORP NEW	29,550	$2.273M	0.1%	—	—	COM	91913Y100
—	TRANSCANADA CORP	45,940	$2.271M	0.1%	—	—	COM	89353D107
SSTI	SHOTSPOTTER INC	165,835	$2.23M	0.1%	—	—	COM	82536T107
MOG/A	MOOG INC	26,330	$2.197M	0.1%	—	—	CL A	615394202
—	BMC STK HLDGS INC	101,555	$2.168M	0.1%	—	—	COM	05591B109
—	GASLOG PARTNERS LP	90,250	$2.098M	0.1%	—	—	UNIT LTD PTNRP	Y2687W108
—	HOLLYFRONTIER CORP	58,000	$2.086M	0.1%	—	—	COM	436106108
GNTX	GENTEX CORP	105,300	$2.085M	0.1%	—	—	COM	371901109
ET	ENERGY TRANSFER EQUITY L P	116,300	$2.021M	0.1%	—	—	COM UT LTD PTN	29273V100
—	NOBLE MIDSTREAM PARTNERS LP	38,034	$1.973M	0.1%	—	—	COM UNIT REPST	65506L105
—	SUPERIOR ENERGY SVCS INC	179,090	$1.913M	0.1%	—	—	COM	868157108
CC	CHEMOURS CO	37,475	$1.897M	0.1%	—	—	COM	163851108
—	STERICYCLE INC	25,890	$1.854M	0.1%	—	—	COM	858912108
PBR	PETROLEO BRASILEIRO SA PETRO	178,900	$1.796M	0.1%	—	—	SPONSORED ADR	71654V408
—	ANSYS INC	14,090	$1.729M	0.1%	—	—	COM	03662Q105
—	FAIRMOUNT SANTROL HLDGS INC	359,465	$1.718M	0.1%	—	—	COM	30555Q108
AEM	AGNICO EAGLE MINES LTD	37,500	$1.695M	0.1%	—	—	COM	008474108
FAST	FASTENAL CO	36,210	$1.65M	0.1%	—	—	COM	311900104
—	PETROCHINA CO LTD	25,120	$1.61M	0.1%	—	—	SPONSORED ADR	71646E100
MPC	MARATHON PETE CORP	28,475	$1.597M	0.1%	—	—	COM	56585A102
—	EMERGE ENERGY SVCS LP	193,418	$1.594M	0.1%	—	—	COM REP PARTN	29102H108
—	BUCKEYE PARTNERS L P	26,261	$1.497M	0.0%	—	—	UNIT LTD PARTN	118230101
—	BARRICK GOLD CORP	92,500	$1.488M	0.0%	—	—	COM	067901108
WAT	WATERS CORP	7,620	$1.368M	0.0%	—	—	COM	941848103
TUSK	MAMMOTH ENERGY SVCS INC	78,378	$1.321M	0.0%	—	—	COM	56155L108
—	DST SYS INC DEL	23,680	$1.3M	0.0%	—	—	COM	233326107
RRC	RANGE RES CORP	65,120	$1.274M	0.0%	—	—	COM	75281A109
—	DOMINION ENERGY MIDSTRM PRTN	39,606	$1.267M	0.0%	—	—	COM UT REP LTD	257454108
TRGP	TARGA RES CORP	24,690	$1.168M	0.0%	—	—	COM	87612G101
OKE	ONEOK INC NEW	20,774	$1.151M	0.0%	—	—	COM	682680103
—	SONIC CORP	44,885	$1.142M	0.0%	—	—	COM	835451105
—	GOLDCORP INC NEW	85,000	$1.102M	0.0%	—	—	COM	380956409
—	CRESTWOOD EQUITY PARTNERS LP	42,750	$1.043M	0.0%	—	—	UNIT LTD PARTNER	226344208
RPM	RPM INTL INC	20,240	$1.039M	0.0%	—	—	COM	749685103
GLPG	GALAPAGOS NV	9,875	$1.005M	0.0%	—	—	SPON ADR	36315X101
—	TC PIPELINES LP	18,990	$994K	0.0%	—	—	UT COM LTD PRT	87233Q108
BA	BOEING CO	3,900	$991K	0.0%	—	—	COM	097023105
RES	RPC INC	38,900	$964K	0.0%	—	—	COM	749660106
PRAA	PRA GROUP INC	31,710	$908K	0.0%	—	—	COM	69354N106
PAYX	PAYCHEX INC	14,740	$884K	0.0%	—	—	COM	704326107
—	SHELL MIDSTREAM PARTNERS L P	28,321	$788K	0.0%	—	—	UNIT LTD INT	822634101
FFIV	F5 NETWORKS INC	6,380	$769K	0.0%	—	—	COM	315616102
XRAY	DENTSPLY SIRONA INC	12,820	$767K	0.0%	—	—	COM	24906P109
UA	UNDER ARMOUR INC	50,656	$761K	0.0%	—	—	CL C	904311206
UAA	UNDER ARMOUR INC	45,300	$747K	0.0%	—	—	CL A	904311107
NICE	NICE LTD	9,060	$737K	0.0%	—	—	SPONSORED ADR	653656108
—	RICE ENERGY INC	25,470	$737K	0.0%	—	—	COM	762760106
—	MONSANTO CO NEW	6,120	$733K	0.0%	—	—	COM	61166W101
NVMI	NOVA MEASURING INSTRUMENTS L	24,030	$675K	0.0%	—	—	COM	M7516K103
—	DBV TECHNOLOGIES S A	15,690	$666K	0.0%	—	—	SPONSORED ADR	23306J101
CVI	CVR ENERGY INC	24,800	$642K	0.0%	—	—	COM	12662P108
THO	THOR INDS INC	4,820	$607K	0.0%	—	—	COM	885160101
PSX	PHILLIPS 66	6,470	$593K	0.0%	—	—	COM	718546104
SEE	SEALED AIR CORP NEW	13,840	$591K	0.0%	—	—	COM	81211K100
TAL	TAL ED GROUP	17,170	$579K	0.0%	—	—	SPONSORED ADS	874080104
—	CHINA LODGING GROUP LTD	4,735	$563K	0.0%	—	—	SPONSORED ADR	16949N109
—	PARSLEY ENERGY INC	20,600	$543K	0.0%	—	—	CL A	701877102
CRL	CHARLES RIV LABS INTL INC	5,010	$541K	0.0%	—	—	COM	159864107
NOW	SERVICENOW INC	4,600	$541K	0.0%	—	—	COM	81762P102
SQM	SOCIEDAD QUIMICA MINERA DE C	9,685	$539K	0.0%	—	—	SPON ADR SER B	833635105
—	PDC ENERGY INC	11,000	$539K	0.0%	—	—	COM	69327R101
—	CNOOC LTD	4,130	$536K	0.0%	—	—	SPONSORED ADR	126132109
FBIN	FORTUNE BRANDS HOME & SEC IN	7,970	$536K	0.0%	—	—	COM	34964C106
BWA	BORGWARNER INC	10,340	$530K	0.0%	—	—	COM	099724106
—	QUINTILES IMS HOLDINGS INC	5,470	$520K	0.0%	—	—	COM	74876Y101
EXPE	EXPEDIA INC DEL	3,610	$520K	0.0%	—	—	COM NEW	30212P303
ROK	ROCKWELL AUTOMATION INC	2,920	$520K	0.0%	—	—	COM	773903109
MHK	MOHAWK INDS INC	2,040	$505K	0.0%	—	—	COM	608190104
TJX	TJX COS INC NEW	6,840	$504K	0.0%	—	—	COM	872540109
A	AGILENT TECHNOLOGIES INC	7,700	$494K	0.0%	—	—	COM	00846U101
NCLH	NORWEGIAN CRUISE LINE HLDGS	9,140	$494K	0.0%	—	—	SHS	G66721104
MAS	MASCO CORP	12,500	$488K	0.0%	—	—	COM	574599106
—	BOARDWALK PIPELINE PARTNERS	32,990	$485K	0.0%	—	—	UT LTD PARTNER	096627104
KEY	KEYCORP NEW	25,680	$483K	0.0%	—	—	COM	493267108
GPN	GLOBAL PMTS INC	5,040	$479K	0.0%	—	—	COM	37940X102
—	BERRY GLOBAL GROUP INC	8,140	$461K	0.0%	—	—	COM	08579W103
COST	COSTCO WHSL CORP NEW	2,800	$460K	0.0%	—	—	COM	22160K105
—	COOPER COS INC	1,890	$448K	0.0%	—	—	COM NEW	216648402
KLAC	KLA-TENCOR CORP	4,080	$432K	0.0%	—	—	COM	482480100
MAR	MARRIOTT INTL INC NEW	3,900	$430K	0.0%	—	—	CL A	571903202
—	ROCKWELL COLLINS INC	3,270	$427K	0.0%	—	—	COM	774341101
—	XILINX INC	6,010	$426K	0.0%	—	—	COM	983919101
DHI	D R HORTON INC	10,340	$413K	0.0%	—	—	COM	23331A109
NDSN	NORDSON CORP	3,410	$404K	0.0%	—	—	COM	655663102
HOG	HARLEY DAVIDSON INC	8,363	$403K	0.0%	—	—	COM	412822108
IFF	INTERNATIONAL FLAVORS&FRAGRA	2,770	$396K	0.0%	—	—	COM	459506101
MSCI	MSCI INC	3,390	$396K	0.0%	—	—	COM	55354G100
BR	BROADRIDGE FINL SOLUTIONS IN	4,830	$390K	0.0%	—	—	COM	11133T103
DRI	DARDEN RESTAURANTS INC	4,610	$363K	0.0%	—	—	COM	237194105
QCOM	QUALCOMM INC	6,950	$360K	0.0%	—	—	COM	747525103
PG	PROCTER AND GAMBLE CO	3,800	$346K	0.0%	—	—	COM	742718109
NXPI	NXP SEMICONDUCTORS N V	2,950	$334K	0.0%	—	—	COM	N6596X109
NVR	NVR INC	115	$328K	0.0%	—	—	COM	62944T105
—	SYMANTEC CORP	9,770	$321K	0.0%	—	—	COM	871503108
DLR	DIGITAL RLTY TR INC	2,710	$321K	0.0%	—	—	COM	253868103
—	SVB FINL GROUP	1,690	$316K	0.0%	—	—	COM	78486Q101
KO	COCA COLA CO	6,820	$307K	0.0%	—	—	COM	191216100
ICUI	ICU MED INC	1,640	$305K	0.0%	—	—	COM	44930G107
IWP	ISHARES TR	2,600	$294K	0.0%	—	—	RUS MD CP GR ETF	464287481
—	CARRIZO OIL & GAS INC	16,780	$287K	0.0%	—	—	COM	144577103
VREX	VAREX IMAGING CORP	8,372	$283K	0.0%	—	—	COM	92214X106
—	ROWAN COMPANIES PLC	21,880	$281K	0.0%	—	—	SHS CL A	G7665A101
PCAR	PACCAR INC	3,850	$279K	0.0%	—	—	COM	693718108
AXP	AMERICAN EXPRESS CO	2,675	$242K	0.0%	—	—	COM	025816109
PFE	PFIZER INC	6,500	$232K	0.0%	—	—	COM	717081103
TDG	TRANSDIGM GROUP INC	870	$222K	0.0%	—	—	COM	893641100
RYAAY	RYANAIR HLDGS PLC	2,095	$221K	0.0%	—	—	SPONSORED ADR NE	783513203
—	NEWFIELD EXPL CO	7,300	$217K	0.0%	—	—	COM	651290108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	5,710	$214K	0.0%	—	—	SPONSORED ADR	874039100
—	UNIT CORP	10,030	$206K	0.0%	—	—	COM	909218109
—	GENESEE & WYO INC	2,750	$204K	0.0%	—	—	CL A	371559105
DIS	DISNEY WALT CO	2,000	$197K	0.0%	—	—	COM DISNEY	254687106
—	NEW ORIENTAL ED & TECH GRP I	2,100	$185K	0.0%	—	—	SPON ADR	647581107
—	NABORS INDUSTRIES LTD	22,400	$181K	0.0%	—	—	SHS	G6359F103
EW	EDWARDS LIFESCIENCES CORP	1,570	$172K	0.0%	—	—	COM	28176E108
WB	WEIBO CORP	1,655	$164K	0.0%	—	—	SPONSORED ADR	948596101
HDB	HDFC BANK LTD	1,500	$145K	0.0%	—	—	ADR REPS 3 SHS	40415F101
RACE	FERRARI N V	1,265	$140K	0.0%	—	—	COM	N3167Y103
BAP	CREDICORP LTD	670	$137K	0.0%	—	—	COM	G2519Y108
BCH	BANCO DE CHILE	1,396	$127K	0.0%	—	—	SPONSORED ADR	059520106
RIG	TRANSOCEAN LTD	11,600	$125K	0.0%	—	—	REG SHS	H8817H100
ALV	AUTOLIV INC	975	$121K	0.0%	—	—	COM	052800109
TEVA	TEVA PHARMACEUTICAL INDS LTD	6,700	$118K	0.0%	—	—	SPONSORED ADR	881624209
ITW	ILLINOIS TOOL WKS INC	770	$114K	0.0%	—	—	COM	452308109
NKE	NIKE INC	2,000	$104K	0.0%	—	—	CL B	654106103
CMI	CUMMINS INC	300	$50,000	0.0%	—	—	COM	231021106
GOOGL	ALPHABET INC	50	$49,000	0.0%	—	—	CAP STK CL A	02079K305
SYK	STRYKER CORP	340	$48,000	0.0%	—	—	COM	863667101
—	ALLERGAN PLC	232	$48,000	0.0%	—	—	SHS	G0177J108
SLB	SCHLUMBERGER LTD	551	$38,000	0.0%	—	—	COM	806857108
—	WALGREENS BOOTS ALLIANCE INC	480	$37,000	0.0%	—	—	COM	931427108
MDT	MEDTRONIC PLC	480	$37,000	0.0%	—	—	SHS	G5960L103
PRGO	PERRIGO CO PLC	380	$32,000	0.0%	—	—	SHS	G97822103
—	TIVO CORP	739	$15,000	0.0%	—	—	COM	88870P106
—	SOUTHWESTERN ENERGY CO	1,900	$12,000	0.0%	—	—	COM	845467109
—	CONSOL ENERGY INC	530	$9,000	0.0%	—	—	COM	20854P109
MUR	MURPHY OIL CORP	290	$8,000	0.0%	—	—	COM	626717102
MUSA	MURPHY USA INC	70	$5,000	0.0%	—	—	COM	626755102