Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AMZN	AMAZON COM INC	39,962	$60.02M	2.6%	—	—	COM	023135106
MSFT	MICROSOFT CORP	560,269	$56.91M	2.4%	—	—	COM	594918104
GOOG	ALPHABET INC	52,122	$53.98M	2.3%	—	—	CAP STK CL C	02079K107
V	VISA INC	389,000	$51.33M	2.2%	—	—	COM CL A	92826C839
TLT	ISHARES TR	389,300	$47.3M	2.0%	—	—	20 YR TR BD ETF	464287432
UNH	UNITEDHEALTH GROUP INC	180,037	$44.85M	1.9%	—	—	COM	91324P102
LLY	LILLY ELI & CO	375,852	$43.49M	1.9%	—	—	COM	532457108
CME	CME GROUP INC	205,185	$38.6M	1.6%	—	—	COM CL A	12572Q105
—	ABIOMED INC	118,449	$38.5M	1.6%	—	—	COM	003654100
BA	BOEING CO	116,188	$37.47M	1.6%	—	—	COM	097023105
AAPL	APPLE INC	216,510	$34.15M	1.5%	—	—	COM	037833100
CAT	CATERPILLAR INC DEL	267,465	$33.99M	1.4%	—	—	COM	149123101
ILMN	ILLUMINA INC	113,212	$33.96M	1.4%	—	—	COM	452327109
COST	COSTCO WHSL CORP NEW	153,494	$31.27M	1.3%	—	—	COM	22160K105
BURL	BURLINGTON STORES INC	180,156	$29.31M	1.2%	—	—	COM	122017106
NOW	SERVICENOW INC	158,456	$28.21M	1.2%	—	—	COM	81762P102
NFLX	NETFLIX INC	104,445	$27.96M	1.2%	—	—	COM	64110L106
EOG	EOG RES INC	299,281	$26.1M	1.1%	—	—	COM	26875P101
CDW	CDW CORP	320,123	$25.95M	1.1%	—	—	COM	12514G108
IQV	IQVIA HLDGS INC	212,985	$24.74M	1.1%	—	—	COM	46266C105
SPGI	S&P GLOBAL INC	144,932	$24.63M	1.0%	—	—	COM	78409V104
SCHW	SCHWAB CHARLES CORP NEW	591,829	$24.58M	1.0%	—	—	COM	808513105
CRM	SALESFORCE COM INC	174,905	$23.96M	1.0%	—	—	COM	79466L302
ULTA	ULTA BEAUTY INC	97,081	$23.77M	1.0%	—	—	COM	90384S303
MRK	MERCK & CO INC	304,492	$23.27M	1.0%	—	—	COM	58933Y105
JBHT	HUNT J B TRANS SVCS INC	235,342	$21.9M	0.9%	—	—	COM	445658107
DXCM	DEXCOM INC	171,108	$20.5M	0.9%	—	—	COM	252131107
QQQ	INVESCO QQQ TR	125,000	$19.28M	0.8%	—	—	UNIT SER 1	46090E103
URI	UNITED RENTALS INC	186,558	$19.13M	0.8%	—	—	COM	911363109
PYPL	PAYPAL HLDGS INC	219,144	$18.43M	0.8%	—	—	COM	70450Y103
—	CONTINENTAL RESOURCES INC	453,440	$18.22M	0.8%	—	—	COM	212015101
NKE	NIKE INC	236,782	$17.55M	0.7%	—	—	CL B	654106103
MCHP	MICROCHIP TECHNOLOGY INC	217,819	$15.67M	0.7%	—	—	COM	595017104
TSLA	TESLA INC	45,214	$15.05M	0.6%	—	—	COM	88160R101
META	FACEBOOK INC	113,738	$14.91M	0.6%	—	—	CL A	30303M102
ADBE	ADOBE INC	65,433	$14.8M	0.6%	—	—	COM	00724F101
XLF	SELECT SECTOR SPDR TR	610,000	$14.53M	0.6%	—	—	SBI INT-FINL	81369Y605
MIDD	MIDDLEBY CORP	140,624	$14.45M	0.6%	—	—	COM	596278101
ALGN	ALIGN TECHNOLOGY INC	66,998	$14.03M	0.6%	—	—	COM	016255101
CNC	CENTENE CORP DEL	118,891	$13.71M	0.6%	—	—	COM	15135B101
EPD	ENTERPRISE PRODS PARTNERS L	539,420	$13.26M	0.6%	—	—	COM	293792107
CASY	CASEYS GEN STORES INC	102,500	$13.13M	0.6%	—	—	COM	147528103
—	BIOTELEMETRY INC	215,311	$12.86M	0.5%	—	—	COM	090672106
MS	MORGAN STANLEY	322,429	$12.78M	0.5%	—	—	COM NEW	617446448
GDOT	GREEN DOT CORP	157,799	$12.55M	0.5%	—	—	CL A	39304D102
MNRO	MONRO INC	177,705	$12.22M	0.5%	—	—	COM	610236101
EVTC	EVERTEC INC	424,713	$12.19M	0.5%	—	—	COM	30040P103
FANG	DIAMONDBACK ENERGY INC	129,682	$12.02M	0.5%	—	—	COM	25278X109
ET	ENERGY TRANSFER LP	906,246	$11.97M	0.5%	—	—	COM UT LTD PTN	29273V100
TRU	TRANSUNION	209,908	$11.92M	0.5%	—	—	COM	89400J107
—	ELDORADO RESORTS INC	323,600	$11.72M	0.5%	—	—	COM	28470R102
GTLS	CHART INDS INC	176,020	$11.45M	0.5%	—	—	COM PAR $0.01	16115Q308
STRA	STRATEGIC ED INC	100,225	$11.37M	0.5%	—	—	COM	86272C103
HAE	HAEMONETICS CORP	113,412	$11.35M	0.5%	—	—	COM	405024100
ETSY	ETSY INC	236,010	$11.23M	0.5%	—	—	COM	29786A106
FIVE	FIVE BELOW INC	108,945	$11.15M	0.5%	—	—	COM	33829M101
TNDM	TANDEM DIABETES CARE INC	280,180	$10.64M	0.5%	—	—	COM NEW	875372203
MMSI	MERIT MED SYS INC	189,911	$10.6M	0.5%	—	—	COM	589889104
RPD	RAPID7 INC	337,792	$10.53M	0.4%	—	—	COM	753422104
LOPE	GRAND CANYON ED INC	108,130	$10.4M	0.4%	—	—	COM	38526M106
FDX	FEDEX CORP	64,357	$10.38M	0.4%	—	—	COM	31428X106
POST	POST HLDGS INC	115,950	$10.34M	0.4%	—	—	COM	737446104
—	CORNERSTONE ONDEMAND INC	201,540	$10.16M	0.4%	—	—	COM	21925Y103
ISRG	INTUITIVE SURGICAL INC	21,180	$10.14M	0.4%	—	—	COM NEW	46120E602
KMPR	KEMPER CORP DEL	151,285	$10.04M	0.4%	—	—	COM	488401100
ITGR	INTEGER HLDGS CORP	131,575	$10.03M	0.4%	—	—	COM	45826H109
—	WRIGHT MED GROUP N V	361,445	$9.839M	0.4%	—	—	ORD SHS 0.03 PAR	N96617118
—	MANTECH INTL CORP	187,454	$9.803M	0.4%	—	—	CL A	564563104
—	SPLUNK INC	93,239	$9.776M	0.4%	—	—	COM	848637104
—	MAGELLAN MIDSTREAM PRTNRS LP	170,402	$9.723M	0.4%	—	—	COM UNIT RP LP	559080106
—	INTERXION HOLDING N.V	178,619	$9.674M	0.4%	—	—	SHS	N47279109
CVX	CHEVRON CORP NEW	88,005	$9.574M	0.4%	—	—	COM	166764100
ATR	APTARGROUP INC	101,220	$9.522M	0.4%	—	—	COM	038336103
PLNT	PLANET FITNESS INC	175,675	$9.42M	0.4%	—	—	CL A	72703H101
ENS	ENERSYS	117,685	$9.134M	0.4%	—	—	COM	29275Y102
—	AMEDISYS INC	77,655	$9.094M	0.4%	—	—	COM	023436108
RNG	RINGCENTRAL INC	110,228	$9.087M	0.4%	—	—	CL A	76680R206
—	LHC GROUP INC	96,370	$9.047M	0.4%	—	—	COM	50187A107
CCK	CROWN HOLDINGS INC	215,320	$8.951M	0.4%	—	—	COM	228368106
—	NV5 GLOBAL INC	140,435	$8.503M	0.4%	—	—	COM	62945V109
NEO	NEOGENOMICS INC	674,234	$8.502M	0.4%	—	—	COM NEW	64049M209
XOM	EXXON MOBIL CORP	123,250	$8.404M	0.4%	—	—	COM	30231G102
LNG	CHENIERE ENERGY INC	141,640	$8.384M	0.4%	—	—	COM NEW	16411R208
—	SPIRIT AIRLS INC	144,610	$8.376M	0.4%	—	—	COM	848577102
—	ADVANCED DISP SVCS INC DEL	346,375	$8.292M	0.4%	—	—	COM	00790X101
NVCR	NOVOCURE LTD	247,513	$8.287M	0.4%	—	—	ORD SHS	G6674U108
ITT	ITT INC	167,840	$8.102M	0.3%	—	—	COM	45073V108
—	BENEFITFOCUS INC	177,180	$8.101M	0.3%	—	—	COM	08180D106
—	FIRSTCASH INC	111,630	$8.076M	0.3%	—	—	COM	33767D105
MPLX	MPLX LP	260,078	$7.88M	0.3%	—	—	COM UNIT REP LTD	55336V100
—	BERRY GLOBAL GROUP INC	165,400	$7.861M	0.3%	—	—	COM	08579W103
MOH	MOLINA HEALTHCARE INC	65,385	$7.599M	0.3%	—	—	COM	60855R100
ADUS	ADDUS HOMECARE CORP	111,335	$7.557M	0.3%	—	—	COM	006739106
TWLO	TWILIO INC	84,615	$7.556M	0.3%	—	—	CL A	90138F102
—	FIREEYE INC	464,875	$7.536M	0.3%	—	—	COM	31816Q101
STAA	STAAR SURGICAL CO	231,984	$7.403M	0.3%	—	—	COM PAR $0.01	852312305
SMPL	SIMPLY GOOD FOODS CO	387,619	$7.326M	0.3%	—	—	COM	82900L102
TTD	THE TRADE DESK INC	62,270	$7.227M	0.3%	—	—	COM CL A	88339J105
FISV	FISERV INC	97,840	$7.19M	0.3%	—	—	COM	337738108
HELE	HELEN OF TROY CORP LTD	53,375	$7.002M	0.3%	—	—	COM	G4388N106
VCEL	VERICEL CORP	401,922	$6.993M	0.3%	—	—	COM	92346J108
NGVT	INGEVITY CORP	82,579	$6.911M	0.3%	—	—	COM	45688C107
CDNA	CAREDX INC	271,970	$6.837M	0.3%	—	—	COM	14167L103
EHTH	EHEALTH INC	176,756	$6.791M	0.3%	—	—	COM	28238P109
PAA	PLAINS ALL AMERN PIPELINE L	337,330	$6.76M	0.3%	—	—	UNIT LTD PARTN	726503105
AORT	CRYOLIFE INC	237,408	$6.738M	0.3%	—	—	COM	228903100
ADC	AGREE REALTY CORP	113,756	$6.725M	0.3%	—	—	COM	008492100
—	VERINT SYS INC	158,360	$6.7M	0.3%	—	—	COM	92343X100
FOXF	FOX FACTORY HLDG CORP	113,385	$6.675M	0.3%	—	—	COM	35138V102
PVH	PVH CORP	71,399	$6.637M	0.3%	—	—	COM	693656100
DIN	DINE BRANDS GLOBAL INC	98,495	$6.633M	0.3%	—	—	COM	254423106
CHGG	CHEGG INC	228,736	$6.501M	0.3%	—	—	COM	163092109
—	SERVICEMASTER GLOBAL HLDGS I	176,855	$6.498M	0.3%	—	—	COM	81761R109
THO	THOR INDS INC	123,291	$6.411M	0.3%	—	—	COM	885160101
CLH	CLEAN HARBORS INC	129,678	$6.4M	0.3%	—	—	COM	184496107
—	ARISTA NETWORKS INC	30,092	$6.34M	0.3%	—	—	COM	040413106
HCSG	HEALTHCARE SVCS GRP INC	157,740	$6.338M	0.3%	—	—	COM	421906108
LIVN	LIVANOVA PLC	69,285	$6.337M	0.3%	—	—	SHS	G5509L101
WH	WYNDHAM HOTELS & RESORTS INC	138,505	$6.284M	0.3%	—	—	COM	98311A105
BIIB	BIOGEN INC	20,759	$6.247M	0.3%	—	—	COM	09062X103
—	CUBIC CORP	115,445	$6.204M	0.3%	—	—	COM	229669106
COP	CONOCOPHILLIPS	98,460	$6.139M	0.3%	—	—	COM	20825C104
GILD	GILEAD SCIENCES INC	97,868	$6.122M	0.3%	—	—	COM	375558103
—	GENOMIC HEALTH INC	93,315	$6.01M	0.3%	—	—	COM	37244C101
—	CONCHO RES INC	58,440	$6.007M	0.3%	—	—	COM	20605P101
BMI	BADGER METER INC	121,457	$5.977M	0.3%	—	—	COM	056525108
JPM	JPMORGAN CHASE & CO	61,000	$5.955M	0.3%	—	—	COM	46625H100
SSD	SIMPSON MANUFACTURING CO INC	107,661	$5.828M	0.2%	—	—	COM	829073105
—	HORIZON PHARMA PLC	292,960	$5.724M	0.2%	—	—	SHS	G4617B105
DORM	DORMAN PRODUCTS INC	63,465	$5.713M	0.2%	—	—	COM	258278100
PRKS	SEAWORLD ENTMT INC	255,785	$5.65M	0.2%	—	—	COM	81282V100
—	VOCERA COMMUNICATIONS INC	137,900	$5.426M	0.2%	—	—	COM	92857F107
—	ZENDESK INC	92,730	$5.413M	0.2%	—	—	COM	98936J101
LGND	LIGAND PHARMACEUTICALS INC	39,775	$5.397M	0.2%	—	—	COM NEW	53220K504
UPLD	UPLAND SOFTWARE INC	198,394	$5.392M	0.2%	—	—	COM	91544A109
QNST	QUINSTREET INC	331,624	$5.382M	0.2%	—	—	COM	74874Q100
—	PIONEER NAT RES CO	39,880	$5.245M	0.2%	—	—	COM	723787107
—	HMS HLDGS CORP	186,025	$5.233M	0.2%	—	—	COM	40425J101
—	AARONS INC	123,300	$5.185M	0.2%	—	—	COM PAR $0.50	002535300
INSP	INSPIRE MED SYS INC	122,255	$5.165M	0.2%	—	—	COM	457730109
PLAY	DAVE & BUSTERS ENTMT INC	115,770	$5.159M	0.2%	—	—	COM	238337109
MASI	MASIMO CORP	47,975	$5.151M	0.2%	—	—	COM	574795100
PCRX	PACIRA PHARMACEUTICALS INC	119,440	$5.138M	0.2%	—	—	COM	695127100
TPICQ	TPI COMPOSITES INC	203,753	$5.008M	0.2%	—	—	COM	87266J104
KBR	KBR INC	329,250	$4.998M	0.2%	—	—	COM	48242W106
CDXS	CODEXIS INC	292,542	$4.885M	0.2%	—	—	COM	192005106
—	BLUCORA INC	183,295	$4.883M	0.2%	—	—	COM	095229100
BP	BP PLC	128,020	$4.855M	0.2%	—	—	SPONSORED ADR	055622104
FRPT	FRESHPET INC	150,010	$4.824M	0.2%	—	—	COM	358039105
—	R1 RCM INC	598,206	$4.756M	0.2%	—	—	COM	749397105
—	CARDIOVASCULAR SYS INC DEL	162,410	$4.627M	0.2%	—	—	COM	141619106
LPLA	LPL FINL HLDGS INC	75,555	$4.615M	0.2%	—	—	COM	50212V100
TCMD	TACTILE SYS TECHNOLOGY INC	100,006	$4.555M	0.2%	—	—	COM	87357P100
—	NEW RELIC INC	55,425	$4.488M	0.2%	—	—	COM	64829B100
—	PLAYAGS INC	193,395	$4.448M	0.2%	—	—	COM	72814N104
VRTX	VERTEX PHARMACEUTICALS INC	26,830	$4.446M	0.2%	—	—	COM	92532F100
—	PHILLIPS 66 PARTNERS LP	101,669	$4.281M	0.2%	—	—	COM UNIT REP INT	718549207
NVRI	HARSCO CORP	215,165	$4.273M	0.2%	—	—	COM	415864107
OC	OWENS CORNING NEW	96,985	$4.265M	0.2%	—	—	COM	690742101
—	ROYAL DUTCH SHELL PLC	73,200	$4.265M	0.2%	—	—	SPONS ADR A	780259206
HXL	HEXCEL CORP NEW	73,775	$4.23M	0.2%	—	—	COM	428291108
—	MARATHON OIL CORP	281,280	$4.034M	0.2%	—	—	COM	565849106
—	WESTERN GAS PARTNERS LP	94,711	$4M	0.2%	—	—	COM UNIT LP IN	958254104
—	XILINX INC	46,444	$3.956M	0.2%	—	—	COM	983919101
SNBR	SLEEP NUMBER CORP	123,457	$3.917M	0.2%	—	—	COM	83125X103
—	REALPAGE INC	80,579	$3.883M	0.2%	—	—	COM	75606N109
EEFT	EURONET WORLDWIDE INC	37,730	$3.863M	0.2%	—	—	COM	298736109
—	NOODLES & CO	551,921	$3.858M	0.2%	—	—	COM CL A	65540B105
SPSC	SPS COMM INC	46,439	$3.826M	0.2%	—	—	COM	78463M107
MPC	MARATHON PETE CORP	64,588	$3.811M	0.2%	—	—	COM	56585A102
—	GLOBAL BLOOD THERAPEUTICS IN	91,015	$3.736M	0.2%	—	—	COM	37890U108
—	HESS CORP	92,040	$3.728M	0.2%	—	—	COM	42809H107
KMI	KINDER MORGAN INC DEL	239,890	$3.69M	0.2%	—	—	COM	49456B101
—	PETIQ INC	154,557	$3.627M	0.2%	—	—	COM CL A	71639T106
—	WPX ENERGY INC	318,270	$3.612M	0.2%	—	—	COM	98212B103
—	WELLCARE HEALTH PLANS INC	15,130	$3.572M	0.2%	—	—	COM	94946T106
DECK	DECKERS OUTDOOR CORP	27,770	$3.553M	0.2%	—	—	COM	243537107
CQP	CHENIERE ENERGY PARTNERS LP	96,360	$3.479M	0.1%	—	—	COM UNIT	16411Q101
IWF	ISHARES TR	26,570	$3.478M	0.1%	—	—	RUS 1000 GRW ETF	464287614
EQNR	EQUINOR ASA	164,260	$3.477M	0.1%	—	—	SPONSORED ADR	29446M102
GLD	SPDR GOLD TRUST	28,500	$3.456M	0.1%	—	—	GOLD SHS	78463V107
PTCT	PTC THERAPEUTICS INC	95,695	$3.284M	0.1%	—	—	COM	69366J200
ICLR	ICON PLC	25,160	$3.251M	0.1%	—	—	SHS	G4705A100
SBUX	STARBUCKS CORP	48,720	$3.138M	0.1%	—	—	COM	855244109
WKC	WORLD FUEL SVCS CORP	145,675	$3.119M	0.1%	—	—	COM	981475106
—	VIPER ENERGY PARTNERS LP	119,243	$3.105M	0.1%	—	—	COM UNT RP INT	92763M105
BRO	BROWN & BROWN INC	110,260	$3.039M	0.1%	—	—	COM	115236101
—	CENTENNIAL RESOURCE DEV INC	271,180	$2.988M	0.1%	—	—	CL A	15136A102
—	WILLSCOT CORP	316,645	$2.983M	0.1%	—	—	COM	971375126
—	SURMODICS INC	62,170	$2.938M	0.1%	—	—	COM	868873100
NICE	NICE LTD	27,000	$2.922M	0.1%	—	—	SPONSORED ADR	653656108
NNN	NATIONAL RETAIL PPTYS INC	59,565	$2.889M	0.1%	—	—	COM	637417106
XPO	XPO LOGISTICS INC	48,510	$2.767M	0.1%	—	—	COM	983793100
VEEV	VEEVA SYS INC	30,765	$2.748M	0.1%	—	—	CL A COM	922475108
DLTH	DULUTH HLDGS INC	108,705	$2.743M	0.1%	—	—	COM CL B	26443V101
CTAS	CINTAS CORP	16,300	$2.738M	0.1%	—	—	COM	172908105
—	QIAGEN NV	78,740	$2.713M	0.1%	—	—	SHS NEW	N72482123
—	ANDEAVOR LOGISTICS LP	80,788	$2.625M	0.1%	—	—	COM UNIT LP INT	03350F106
MKTX	MARKETAXESS HLDGS INC	12,030	$2.542M	0.1%	—	—	COM	57060D108
LDOS	LEIDOS HLDGS INC	47,585	$2.509M	0.1%	—	—	COM	525327102
—	IAC INTERACTIVECORP	13,600	$2.489M	0.1%	—	—	COM	44919P508
WST	WEST PHARMACEUTICAL SVSC INC	25,105	$2.461M	0.1%	—	—	COM	955306105
CBOE	CBOE GLOBAL MARKETS INC	25,155	$2.461M	0.1%	—	—	COM	12503M108
—	RANDGOLD RES LTD	30,000	$2.454M	0.1%	—	—	ADR	752344309
—	ISHARES TR	100,000	$2.375M	0.1%	—	—	CUR HED MSCI GER	46434V704
—	VARIAN MED SYS INC	20,930	$2.372M	0.1%	—	—	COM	92220P105
CMG	CHIPOTLE MEXICAN GRILL INC	5,395	$2.33M	0.1%	—	—	COM	169656105
TRGP	TARGA RES CORP	64,090	$2.309M	0.1%	—	—	COM	87612G101
SCI	SERVICE CORP INTL	57,030	$2.296M	0.1%	—	—	COM	817565104
—	CHINA PETE & CHEM CORP	31,390	$2.216M	0.1%	—	—	SPON ADR H SHS	16941R108
CTRE	CARETRUST REIT INC	117,885	$2.176M	0.1%	—	—	COM	14174T107
CVI	CVR ENERGY INC	62,990	$2.172M	0.1%	—	—	COM	12662P108
BFAM	BRIGHT HORIZONS FAM SOL IN D	19,280	$2.149M	0.1%	—	—	COM	109194100
—	CNX MIDSTREAM PARTNERS LP	131,300	$2.138M	0.1%	—	—	COM UNIT REPST	12654A101
WMB	WILLIAMS COS INC DEL	96,781	$2.134M	0.1%	—	—	COM	969457100
GNTX	GENTEX CORP	105,300	$2.128M	0.1%	—	—	COM	371901109
—	LIVEPERSON INC	110,514	$2.084M	0.1%	—	—	COM	538146101
MOG/A	MOOG INC	26,330	$2.04M	0.1%	—	—	CL A	615394202
—	ANTERO MIDSTREAM PARTNERS LP	95,074	$2.034M	0.1%	—	—	UNT LTD PARTN	03673L103
—	EQM MIDSTREAM PARTNERS LP	45,903	$1.985M	0.1%	—	—	UNIT LTD PARTN	26885B100
—	HOLLYFRONTIER CORP	38,540	$1.97M	0.1%	—	—	COM	436106108
—	ANSYS INC	13,660	$1.953M	0.1%	—	—	COM	03662Q105
—	DUNKIN BRANDS GROUP INC	29,900	$1.917M	0.1%	—	—	COM	265504100
LUV	SOUTHWEST AIRLS CO	40,840	$1.898M	0.1%	—	—	COM	844741108
CTRA	CABOT OIL & GAS CORP	84,770	$1.895M	0.1%	—	—	COM	127097103
FAST	FASTENAL CO	36,210	$1.893M	0.1%	—	—	COM	311900104
TRMB	TRIMBLE INC	57,340	$1.887M	0.1%	—	—	COM	896239100
—	CNOOC LTD	12,280	$1.872M	0.1%	—	—	SPONSORED ADR	126132109
GIL	GILDAN ACTIVEWEAR INC	60,790	$1.846M	0.1%	—	—	COM	375916103
SU	SUNCOR ENERGY INC NEW	65,745	$1.839M	0.1%	—	—	COM	867224107
VICI	VICI PPTYS INC	97,435	$1.83M	0.1%	—	—	COM	925652109
—	SOUTHWESTERN ENERGY CO	523,800	$1.786M	0.1%	—	—	COM	845467109
—	WAITR HLDGS INC	152,250	$1.698M	0.1%	—	—	COM	930752100
—	DCP MIDSTREAM LP	64,099	$1.698M	0.1%	—	—	COM UT LTD PTN	23311P100
—	CRESTWOOD EQUITY PARTNERS LP	60,770	$1.696M	0.1%	—	—	UNIT LTD PARTNER	226344208
OXY	OCCIDENTAL PETE CORP DEL	27,510	$1.689M	0.1%	—	—	COM	674599105
HEI	HEICO CORP NEW	21,615	$1.675M	0.1%	—	—	COM	422806109
EGP	EASTGROUP PPTY INC	18,175	$1.667M	0.1%	—	—	COM	277276101
EFA	ISHARES TR	27,500	$1.616M	0.1%	—	—	MSCI EAFE ETF	464287465
OKE	ONEOK INC NEW	29,234	$1.577M	0.1%	—	—	COM	682680103
EXAS	EXACT SCIENCES CORP	24,940	$1.574M	0.1%	—	—	COM	30063P105
—	GRUBHUB INC	20,295	$1.559M	0.1%	—	—	COM	400110102
—	PETROCHINA CO LTD	25,120	$1.546M	0.1%	—	—	SPONSORED ADR	71646E100
AEM	AGNICO EAGLE MINES LTD	37,500	$1.515M	0.1%	—	—	COM	008474108
GDDY	GODADDY INC	22,955	$1.506M	0.1%	—	—	CL A	380237107
IWP	ISHARES TR	13,220	$1.503M	0.1%	—	—	RUS MD CP GR ETF	464287481
RIG	TRANSOCEAN LTD	214,820	$1.491M	0.1%	—	—	REG SHS	H8817H100
WAT	WATERS CORP	7,620	$1.438M	0.1%	—	—	COM	941848103
PTC	PTC INC	17,150	$1.422M	0.1%	—	—	COM	69370C100
ARLP	ALLIANCE RES PARTNER L P	81,380	$1.411M	0.1%	—	—	UT LTD PART	01877R108
FTNT	FORTINET INC	18,725	$1.319M	0.1%	—	—	COM	34959E109
—	BARRICK GOLD CORP	92,500	$1.252M	0.1%	—	—	COM	067901108
SRPT	SAREPTA THERAPEUTICS INC	11,430	$1.247M	0.1%	—	—	COM	803607100
—	TOTAL S A	23,540	$1.228M	0.1%	—	—	SPONSORED ADR	89151E109
RPM	RPM INTL INC	20,240	$1.19M	0.1%	—	—	COM	749685103
DKS	DICKS SPORTING GOODS INC	36,600	$1.142M	0.0%	—	—	COM	253393102
NBIX	NEUROCRINE BIOSCIENCES INC	15,775	$1.126M	0.0%	—	—	COM	64125C109
—	MYOKARDIA INC	22,540	$1.101M	0.0%	—	—	COM	62857M105
SSNC	SS&C TECHNOLOGIES HLDGS INC	24,415	$1.101M	0.0%	—	—	COM	78467J100
FFIV	F5 NETWORKS INC	6,380	$1.034M	0.0%	—	—	COM	315616102
—	ENABLE MIDSTREAM PARTNERS LP	71,200	$963K	0.0%	—	—	COM UNIT RP IN	292480100
—	OASIS PETE INC NEW	173,590	$960K	0.0%	—	—	COM	674215108
PAYX	PAYCHEX INC	14,740	$960K	0.0%	—	—	COM	704326107
RRC	RANGE RES CORP	99,800	$955K	0.0%	—	—	COM	75281A109
—	STERICYCLE INC	25,890	$950K	0.0%	—	—	COM	858912108
AMD	ADVANCED MICRO DEVICES INC	51,110	$943K	0.0%	—	—	COM	007903107
VLO	VALERO ENERGY CORP NEW	12,270	$920K	0.0%	—	—	COM	91913Y100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	23,130	$854K	0.0%	—	—	SPONSORED ADR	874039100
UA	UNDER ARMOUR INC	50,656	$819K	0.0%	—	—	CL C	904311206
UAA	UNDER ARMOUR INC	45,300	$800K	0.0%	—	—	CL A	904311107
—	ENLINK MIDSTREAM PARTNERS LP	71,750	$790K	0.0%	—	—	COM UNIT REP LTD	29336U107
GDS	GDS HLDGS LTD	33,860	$782K	0.0%	—	—	SPONSORED ADR	36165L108
PRAA	PRA GROUP INC	31,710	$773K	0.0%	—	—	COM	69354N106
—	BUCKEYE PARTNERS L P	26,261	$761K	0.0%	—	—	UNIT LTD PARTN	118230101
GLPG	GALAPAGOS NV	8,280	$760K	0.0%	—	—	SPON ADR	36315X101
DLB	DOLBY LABORATORIES INC	11,370	$703K	0.0%	—	—	COM	25659T107
HTHT	HUAZHU GROUP LTD	23,760	$680K	0.0%	—	—	SPONSORED ADS	44332N106
MYGN	MYRIAD GENETICS INC	22,760	$662K	0.0%	—	—	COM	62855J104
RACE	FERRARI N V	6,650	$661K	0.0%	—	—	COM	N3167Y103
HDB	HDFC BANK LTD	6,080	$630K	0.0%	—	—	ADR REPS 3 SHS	40415F101
—	HESS MIDSTREAM PARTNERS LP	36,535	$620K	0.0%	—	—	UNIT LTD PR INT	428104103
—	CARDTRONICS PLC	23,690	$616K	0.0%	—	—	SHS CL A	G1991C105
TJX	TJX COS INC NEW	13,680	$612K	0.0%	—	—	COM	872540109
EW	EDWARDS LIFESCIENCES CORP	3,990	$611K	0.0%	—	—	COM	28176E108
GPN	GLOBAL PMTS INC	5,860	$604K	0.0%	—	—	COM	37940X102
BAP	CREDICORP LTD	2,710	$601K	0.0%	—	—	COM	G2519Y108
—	NOBLE MIDSTREAM PARTNERS LP	20,664	$596K	0.0%	—	—	COM UNIT REPST	65506L105
CHD	CHURCH & DWIGHT INC	8,750	$575K	0.0%	—	—	COM	171340102
—	HD SUPPLY HLDGS INC	14,770	$554K	0.0%	—	—	COM	40416M105
LECO	LINCOLN ELEC HLDGS INC	6,700	$528K	0.0%	—	—	COM	533900106
SQM	SOCIEDAD QUIMICA MINERA DE C	13,530	$518K	0.0%	—	—	SPON ADR SER B	833635105
KEYS	KEYSIGHT TECHNOLOGIES INC	8,280	$514K	0.0%	—	—	COM	49338L103
LULU	LULULEMON ATHLETICA INC	4,190	$510K	0.0%	—	—	COM	550021109
—	ATLASSIAN CORP PLC	5,710	$508K	0.0%	—	—	CL A	G06242104
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	4,865	$501K	0.0%	—	—	COM	874054109
BCH	BANCO DE CHILE	17,346	$496K	0.0%	—	—	SPONSORED ADS	059520106
RYAAY	RYANAIR HLDGS PLC	6,910	$493K	0.0%	—	—	SPONSORED ADR NE	783513203
DRI	DARDEN RESTAURANTS INC	4,930	$492K	0.0%	—	—	COM	237194105
—	GASLOG PARTNERS LP	24,425	$484K	0.0%	—	—	UNIT LTD PTNRP	Y2687W108
SEE	SEALED AIR CORP NEW	13,840	$482K	0.0%	—	—	COM	81211K100
XRAY	DENTSPLY SIRONA INC	12,820	$477K	0.0%	—	—	COM	24906P109
—	QUOTIENT LTD	75,480	$462K	0.0%	—	—	SHS	G73268107
MKC	MCCORMICK & CO INC	3,290	$458K	0.0%	—	—	COM NON VTG	579780206
INFY	INFOSYS LTD	45,800	$436K	0.0%	—	—	SPONSORED ADR	456788108
ZBRA	ZEBRA TECHNOLOGIES CORP	2,690	$428K	0.0%	—	—	CL A	989207105
—	SUNLANDS ONLINE ED GROUP	137,727	$419K	0.0%	—	—	ADS	86740P108
—	E TRADE FINANCIAL CORP	9,520	$418K	0.0%	—	—	COM NEW	269246401
C	CITIGROUP INC	8,010	$417K	0.0%	—	—	COM NEW	172967424
—	NEW ORIENTAL ED & TECH GRP I	7,240	$397K	0.0%	—	—	SPON ADR	647581107
QCOM	QUALCOMM INC	6,950	$396K	0.0%	—	—	COM	747525103
HD	HOME DEPOT INC	2,300	$395K	0.0%	—	—	COM	437076102
—	PRA HEALTH SCIENCES INC	4,280	$394K	0.0%	—	—	COM	69354M108
RES	RPC INC	38,900	$384K	0.0%	—	—	COM	749660106
PAYC	PAYCOM SOFTWARE INC	3,100	$380K	0.0%	—	—	COM	70432V102
1741046D	STERIS PLC	3,550	$379K	0.0%	—	—	SHS USD	G84720104
MSCI	MSCI INC	2,460	$363K	0.0%	—	—	COM	55354G100
—	SVB FINL GROUP	1,890	$359K	0.0%	—	—	COM	78486Q101
BWA	BORGWARNER INC	10,340	$359K	0.0%	—	—	COM	099724106
PG	PROCTER AND GAMBLE CO	3,800	$349K	0.0%	—	—	COM	742718109
ROK	ROCKWELL AUTOMATION INC	2,260	$340K	0.0%	—	—	COM	773903109
—	PARSLEY ENERGY INC	20,600	$329K	0.0%	—	—	CL A	701877102
—	PDC ENERGY INC	11,000	$327K	0.0%	—	—	COM	69327R101
KO	COCA COLA CO	6,820	$323K	0.0%	—	—	COM	191216100
TDG	TRANSDIGM GROUP INC	870	$296K	0.0%	—	—	COM	893641100
PFE	PFIZER INC	6,500	$284K	0.0%	—	—	COM	717081103
HOG	HARLEY DAVIDSON INC	7,763	$265K	0.0%	—	—	COM	412822108
AXP	AMERICAN EXPRESS CO	2,675	$255K	0.0%	—	—	COM	025816109
NDSN	NORDSON CORP	1,940	$232K	0.0%	—	—	COM	655663102
PCAR	PACCAR INC	3,850	$220K	0.0%	—	—	COM	693718108
DIS	DISNEY WALT CO	2,000	$219K	0.0%	—	—	COM DISNEY	254687106
BR	BROADRIDGE FINL SOLUTIONS IN	2,210	$213K	0.0%	—	—	COM	11133T103
—	RED HAT INC	1,180	$207K	0.0%	—	—	COM	756577102
—	GENESEE & WYO INC	2,750	$204K	0.0%	—	—	CL A	371559105
—	HCP INC	7,155	$200K	0.0%	—	—	COM	40414L109
KLAC	KLA-TENCOR CORP	2,240	$200K	0.0%	—	—	COM	482480100
VREX	VAREX IMAGING CORP	8,372	$198K	0.0%	—	—	COM	92214X106
HQY	HEALTHEQUITY INC	3,265	$195K	0.0%	—	—	COM	42226A107
—	FLIR SYS INC	4,260	$185K	0.0%	—	—	COM	302445101
—	CARRIZO OIL & GAS INC	16,200	$183K	0.0%	—	—	COM	144577103
—	ROWAN COMPANIES PLC	21,400	$180K	0.0%	—	—	SHS CL A	G7665A101
EQT	EQT CORP	9,139	$173K	0.0%	—	—	COM	26884L109
—	SIX FLAGS ENTMT CORP NEW	3,085	$172K	0.0%	—	—	COM	83001A102
—	TIFFANY & CO NEW	1,980	$159K	0.0%	—	—	COM	886547108
—	EQUITRANS MIDSTREAM CORPORAT	7,311	$146K	0.0%	—	—	COM	294600101
SUPN	SUPERNUS PHARMACEUTICALS INC	4,280	$142K	0.0%	—	—	COM	868459108
—	UNIT CORP	9,600	$137K	0.0%	—	—	COM	909218109
WDAY	WORKDAY INC	800	$128K	0.0%	—	—	CL A	98138H101
—	NEWFIELD EXPL CO	7,300	$107K	0.0%	—	—	COM	651290108
INTC	INTEL CORP	2,200	$103K	0.0%	—	—	COM	458140100
ITW	ILLINOIS TOOL WKS INC	770	$98,000	0.0%	—	—	COM	452308109
—	APTIV PLC	1,570	$97,000	0.0%	—	—	SHS	G6095L109
IWO	ISHARES TR	500	$84,000	0.0%	—	—	RUS 2000 GRW ETF	464287648
EEM	ISHARES TR	2,000	$78,000	0.0%	—	—	MSCI EMG MKT ETF	464287234
—	COVIA HLDGS CORP	16,940	$58,000	0.0%	—	—	COM	22305A103
SYK	STRYKER CORP	340	$53,000	0.0%	—	—	COM	863667101
GOOGL	ALPHABET INC	50	$52,000	0.0%	—	—	CAP STK CL A	02079K305
—	NABORS INDUSTRIES LTD	22,400	$45,000	0.0%	—	—	SHS	G6359F103
MDT	MEDTRONIC PLC	480	$44,000	0.0%	—	—	SHS	G5960L103
CMI	CUMMINS INC	300	$40,000	0.0%	—	—	COM	231021106
—	WALGREENS BOOTS ALLIANCE INC	480	$33,000	0.0%	—	—	COM	931427108
—	ALLERGAN PLC	232	$31,000	0.0%	—	—	SHS	G0177J108
HAL	HALLIBURTON CO	690	$18,000	0.0%	—	—	COM	406216101
MUR	MURPHY OIL CORP	290	$7,000	0.0%	—	—	COM	626717102
—	TIVO CORP	739	$7,000	0.0%	—	—	COM	88870P106
MUSA	MURPHY USA INC	70	$5,000	0.0%	—	—	COM	626755102