Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MTN	VAIL RESORTS INC	5,142,928	$1.173B	5.6%	$228.12	—	—	COM	91879Q109
IT	GARTNER INC	7,057,515	$878M	4.2%	$124.41	—	—	COM	366651107
ACGL	ARCH CAP GROUP LTD	8,551,480	$842M	4.0%	$98.50	—	—	ORD	G0450A105
CSGP	COSTAR GROUP INC	2,885,519	$774M	3.7%	$268.25	—	—	COM	22160N109
IDXX	IDEXX LABS INC	4,726,336	$735M	3.5%	$155.49	—	—	COM	45168D104
TSLA	TESLA MOTORS INC	1,602,011	$546M	2.6%	$341.10	—	—	COM	88160R101
FDS	FACTSET RESH SYS INC	3,002,332	$541M	2.6%	$180.11	—	—	COM	303075105
GWRE	GUIDEWIRE SOFTWARE INC	5,082,409	$396M	1.9%	$77.86	—	—	COM	40171V100
MTD	METTLER TOLEDO INTERNATIONAL	616,339	$386M	1.8%	$626.16	—	—	COM	592688105
GLPI	GAMING & LEISURE PPTYS INC	10,421,845	$384M	1.8%	$36.89	—	—	COM	36467J108
BFAM	BRIGHT HORIZONS FAM SOL IN D	4,027,663	$347M	1.6%	$86.21	—	—	COM	109194100
—	ANSYS INC	2,616,797	$321M	1.5%	$122.73	—	—	COM	03662Q105
CHH	CHOICE HOTELS INTL INC	4,814,406	$308M	1.5%	$63.90	—	—	COM	169905106
BABA	ALIBABA GROUP HLDG LTD	1,727,945	$298M	1.4%	$172.71	—	—	SPONSORED ADR	01609W102
SCHW	SCHWAB CHARLES CORP NEW	6,702,472	$293M	1.4%	$43.74	—	—	COM	808513105
SSNC	SS&C TECHNOLOGIES HOLDINGS INC	7,282,648	$292M	1.4%	$40.15	—	—	COM	78467J100
H	HYATT HOTELS CORP	4,456,997	$275M	1.3%	$61.79	—	—	COM CL A	448579102
VAC	MARRIOTT VACATIONS WORLDWIDE C	2,162,214	$269M	1.3%	$124.53	—	—	COM	57164Y107
MANU	MANCHESTER UNITED PLC NEW	14,369,283	$259M	1.2%	$18.00	—	—	ORD CL A	G5784H106
MSCI	MSCI INC	2,211,124	$258M	1.2%	$116.90	—	—	CL A	55354G100
DEI	DOUGLAS EMMETT INC	6,100,987	$241M	1.1%	$39.42	—	—	COM	25960P109
PRI	PRIMERICA INC	2,676,215	$218M	1.0%	$81.55	—	—	COM	74164M108
SBAC	SBA COMMUNICATIONS CORP	1,422,117	$205M	1.0%	$144.05	—	—	COM	78410G104
MMS	MAXIMUS INC	3,107,011	$200M	1.0%	$64.50	—	—	COM	577933104
TECH	BIO TECHNE CORP	1,520,228	$184M	0.9%	$120.89	—	—	COM	09073M104
WST	WEST PHARMACEUTICAL SVSC INC	1,806,150	$174M	0.8%	$96.26	—	—	COM	955306105
BIDU	BAIDU INC	682,496	$169M	0.8%	$247.69	—	—	SPON ADR REP A	056752108
RRR	RED ROCK RESORTS INC	7,095,981	$164M	0.8%	$23.16	—	—	CL A	75700L108
—	FINANCIAL ENGINES INC	4,581,002	$159M	0.8%	$34.75	—	—	COM	317485100
MIDD	MIDDLEBY CORP	1,171,945	$150M	0.7%	$128.17	—	—	COM	596278101
—	BENEFITFOCUS INC	4,245,435	$143M	0.7%	$33.65	—	—	COM	08180D106
WCN	WASTE CONNECTIONS INC	2,025,000	$142M	0.7%	$69.96	—	—	COM	94106B101
—	CARLYLE GROUP L P	5,665,005	$134M	0.6%	$23.60	—	—	COM UTS LTD PTN	14309L102
EQIX	EQUINIX INC	296,461	$132M	0.6%	$446.30	—	—	COM	29444U700
—	MASONITE INTERNATIONAL CORP	1,896,561	$131M	0.6%	$69.20	—	—	COM	575385109
—	2U INC	2,311,371	$130M	0.6%	$56.04	—	—	COM	90214J101
PENN	PENN NATL GAMING INC	5,521,824	$129M	0.6%	$23.39	—	—	COM	707569109
MORN	MORNINGSTAR INC	1,504,371	$128M	0.6%	$84.99	—	—	COM	617700109
UAA	UNDER ARMOUR INC	7,704,996	$127M	0.6%	$16.48	—	—	CL A	904311107
VRSK	VERISK ANALYTICS INC	1,515,983	$126M	0.6%	$83.19	—	—	CL A	92345Y106
TDG	TRANSDIGM GROUP INC	475,000	$121M	0.6%	$255.65	—	—	COM	893641100
ARE	ALEXANDRIA REAL ESTATE EQ IN	1,015,272	$121M	0.6%	$118.97	—	—	COM	015271109
IRDM	IRIDIUM COMMUNICATIONS INC	9,334,151	$120M	0.6%	$12.81	—	—	COM	46269C102
ZG	ZILLOW GROUP INC	2,858,896	$115M	0.5%	$40.15	—	—	CL A	98954M101
—	PINNACLE ENTMT INC	5,203,966	$111M	0.5%	$21.31	—	—	COM	72348Y105
CGNX	COGNEX CORP	1,000,000	$110M	0.5%	$110.28	—	—	COM	192422103
WIX	WIX COM LTD	1,500,095	$108M	0.5%	$71.85	—	—	SHS	M98068105
TREX	TREX CO INC	1,185,205	$107M	0.5%	$90.07	—	—	COM	89531P105
CNS	COHEN & STEERS INC	2,688,979	$106M	0.5%	$39.49	—	—	COM	19247A100
CBRE	CBRE GROUP INC	2,800,342	$106M	0.5%	$37.88	—	—	CL A	12504L109
AYI	ACUITY BRANDS INC	602,501	$103M	0.5%	$171.28	—	—	COM	00508Y102
—	ON ASSIGNMENT INC	1,910,100	$103M	0.5%	$53.68	—	—	COM	682159108
AL	AIR LEASE CORP	2,369,082	$101M	0.5%	$42.62	—	—	CL A	00912X302
SITE	SITEONE LANDSCAPE SUPPLY INC	1,720,722	$99.97M	0.5%	$58.10	—	—	COM	82982L103
—	ULTIMATE SOFTWARE GROUP INC	520,740	$98.73M	0.5%	$189.60	—	—	COM	90385D107
—	SUMMIT MATLS INC	3,064,202	$98.15M	0.5%	$32.03	—	—	CL A	86614U100
—	FLEETCOR TECHNOLOGIES INC	617,727	$95.61M	0.5%	$154.77	—	—	COM	339041105
CWH	CAMPING WORLD HLDGS INC	2,335,600	$95.15M	0.5%	$40.74	—	—	CL A	13462K109
TSM	TAIWAN SEMICONDUCTOR MFG LTD	2,482,896	$93.23M	0.4%	$37.55	—	—	SPONSORED ADR	874039100
—	OAKTREE CAP GROUP LLC	1,953,605	$91.92M	0.4%	$47.05	—	—	UNIT 99/99/9999	674001201
CHD	CHURCH & DWIGHT INC	1,892,900	$91.71M	0.4%	$48.45	—	—	COM	171340102
ICLR	ICON PLC	804,200	$91.58M	0.4%	$113.88	—	—	SHS	G4705A100
ALX	ALEXANDERS INC	211,962	$89.89M	0.4%	$424.09	—	—	COM	014752109
TAL	TAL ED GROUP	2,649,724	$89.32M	0.4%	$33.71	—	—	ADS REPSTG COM	874080104
ILMN	ILLUMINA INC	444,335	$88.51M	0.4%	$199.20	—	—	COM	452327109
—	CISION LTD	6,706,786	$87.32M	0.4%	$13.02	—	—	SHS	G1992S109
YPF	YPF SOCIEDAD ANONIMA	3,738,080	$83.28M	0.4%	$22.28	—	—	SPON ADR CL D	984245100
MC	MOELIS & CO	1,895,730	$81.61M	0.4%	$43.05	—	—	CL A	60786M105
AMZN	AMAZON COM INC	82,451	$79.26M	0.4%	$961.35	—	—	COM	023135106
WTW	WILLIS TOWERS WATSON PUB LTD	510,581	$78.75M	0.4%	$154.23	—	—	SHS	G96629103
JBTM	JOHN BEAN TECHNOLOGIES CORP	773,300	$78.18M	0.4%	$101.10	—	—	COM	477839104
—	PRICELINE GRP INC	41,845	$76.61M	0.4%	$1830.83	—	—	COM	741503403
NBIS	YANDEX N V	2,321,585	$76.5M	0.4%	$32.95	—	—	SHS CLASS A	N97284108
—	CTRIP COM INTL LTD	1,431,200	$75.48M	0.4%	$52.74	—	—	AMERICAN DEP SHS	22943F100
VRSN	VERISIGN INC	683,869	$72.76M	0.3%	$106.39	—	—	COM	92343E102
—	PRA HEALTH SCIENCES INC	954,364	$72.69M	0.3%	$76.17	—	—	COM	69354M108
GKOS	GLAUKOS CORP	2,194,059	$72.4M	0.3%	$33.00	—	—	COM	377322102
—	UNIVAR INC	2,500,000	$72.33M	0.3%	$28.93	—	—	COM	91336L107
—	GTT COMMUNICATIONS INC	2,278,200	$72.11M	0.3%	$31.65	—	—	COM	362393100
CPA	COPA HOLDINGS SA	569,642	$70.94M	0.3%	$124.53	—	—	CL A	P31076105
—	ACXIOM CORP	2,863,312	$70.55M	0.3%	$24.64	—	—	COM	005125109
PEGA	PEGASYSTEMS INC	1,198,827	$69.11M	0.3%	$57.65	—	—	COM	705573103
—	LIBERTY EXPEDIA HOLDINGS	1,300,000	$69.04M	0.3%	$53.11	—	—	SER A COM	53046P109
LFUS	LITTELFUSE INC	350,370	$68.63M	0.3%	$195.88	—	—	COM	537008104
—	BITAUTO HLDGS LTD	1,494,080	$66.75M	0.3%	$44.68	—	—	SPONSORED ADS	091727107
—	INTERXION HOLDING N.V	1,287,178	$65.56M	0.3%	$50.93	—	—	SHS	N47279109
MRCY	MERCURY SYS INC	1,226,000	$63.6M	0.3%	$51.88	—	—	COM	589378108
AMT	AMERICAN TOWER CORP	463,334	$63.33M	0.3%	$136.68	—	—	COM	03027X100
—	BEACON ROOFING SUPPLY INC	1,209,400	$61.98M	0.3%	$51.25	—	—	COM	073685109
EXPE	EXPEDIA INC DEL	429,766	$61.86M	0.3%	$143.94	—	—	COM	30212P303
ROP	ROPER INDUSTRIES INC NEW	254,148	$61.86M	0.3%	$243.40	—	—	COM	776696106
FAST	FASTENAL CO	1,348,221	$61.45M	0.3%	$45.58	—	—	COM	311900104
HQY	HEALTHEQUITY INC	1,203,771	$60.89M	0.3%	$50.58	—	—	COM	42226A107
—	COOPER COS INC	254,341	$60.31M	0.3%	$237.11	—	—	COM	216648402
MHK	MOHAWK INDUSTRIES INC	242,927	$60.13M	0.3%	$247.51	—	—	COM	608190104
—	TREEHOUSE FOODS INC	881,956	$59.73M	0.3%	$67.73	—	—	COM	89469A104
FRCB	FIRST REP BK SAN FRAN CALI N	554,472	$57.92M	0.3%	$104.46	—	—	COM	33616C100
—	VANTIV INC	821,784	$57.91M	0.3%	$70.47	—	—	CL A	92210H105
KNSL	KINSALE CAP GROUP INC	1,340,484	$57.87M	0.3%	$43.17	—	—	COM	49714P108
BMA	BANCO MACRO SA	486,423	$57.08M	0.3%	$117.35	—	—	SPON ADR B	05961W105
UA	UNDER ARMOUR INC	3,721,369	$55.9M	0.3%	$15.02	—	—	CL C	904311206
—	ASPEN TECHNOLOGY INC	885,900	$55.64M	0.3%	$62.81	—	—	COM	045327103
IEX	IDEX CORP	455,708	$55.35M	0.3%	$121.47	—	—	COM	45167R104
HSIC	HENRY SCHEIN INC	665,430	$54.56M	0.3%	$81.99	—	—	COM	806407102
NCLH	NORWEGIAN CRUISE LINE HLDGS	996,546	$53.86M	0.3%	$54.05	—	—	SHS	G66721104
MSGS	MADISON SQUARE GARDEN CO	250,000	$53.52M	0.3%	$214.10	—	—	CL A	55825T103
TTD	THE TRADE DESK INC	860,083	$52.9M	0.3%	$61.51	—	—	COM CL A	88339J105
BSAC	BANCO SANTANDER CHILE	1,755,590	$52.16M	0.2%	$29.71	—	—	SP ADR REP COM	05965X109
—	ELECTRONICS FOR IMAGING INC	1,200,000	$51.22M	0.2%	$42.68	—	—	COM	286082102
WEX	WEX INC	450,000	$50.5M	0.2%	$112.22	—	—	COM	96208T104
MKTX	MARKETAXESS HLDGS INC	264,400	$48.78M	0.2%	$184.51	—	—	COM	57060D108
—	CANTEL MEDICAL CORP	515,000	$48.5M	0.2%	$94.17	—	—	COM	138098108
TDOC	TELADOC INC	1,455,900	$48.26M	0.2%	$33.15	—	—	COM	87918A105
SQM	SOCIEDAD QUIMICA MINERA DE C	866,086	$48.21M	0.2%	$55.66	—	—	SPON ADR SER B	833635105
HD	HOME DEPOT INC	284,791	$46.58M	0.2%	$163.56	—	—	COM	437076102
PFGC	PERFORMANCE FOOD GROUP CO	1,648,650	$46.57M	0.2%	$28.25	—	—	COM	71377A103
—	LIBERTY MEDIA CORP DELAWARE	1,100,000	$46.06M	0.2%	$41.87	—	—	COM C SIRIUSXM	531229607
—	BERRY GLOBAL GROUP INC	800,000	$45.32M	0.2%	$56.65	—	—	COM	08579W103
—	INOVALON HLDGS INC	2,548,423	$43.45M	0.2%	$17.05	—	—	COM CL A	45781D101
QLYS	QUALYS INC	831,600	$43.08M	0.2%	$51.80	—	—	COM	74758T303
FMX	FOMENTO ECONOMICO MEXICANO S	442,932	$42.31M	0.2%	$95.53	—	—	SPON ADR UNITS	344419106
MTSI	MA COM TECHNOLOGY SOLUTIONS	940,121	$41.94M	0.2%	$44.61	—	—	COM	55405Y100
TRU	TRANSUNION	864,169	$40.84M	0.2%	$47.26	—	—	COM	89400J107
RBC	RBC BEARINGS INC	325,000	$40.67M	0.2%	$125.15	—	—	COM	75524B104
BYD	BOYD GAMING CORP	1,528,617	$39.82M	0.2%	$26.05	—	—	COM	103304101
CAKE	CHEESECAKE FACTORY INC	925,000	$38.96M	0.2%	$42.12	—	—	COM	163072101
—	WELBILT INC	1,600,000	$36.88M	0.2%	$23.05	—	—	COM	949090104
—	SHUTTERFLY INC	750,000	$36.36M	0.2%	$48.48	—	—	COM	82568P304
VMC	VULCAN MATLS CO	303,818	$36.34M	0.2%	$119.60	—	—	COM	929160109
—	PARTY CITY HOLDCO INC	2,565,000	$34.76M	0.2%	$13.55	—	—	COM	702149105
NEOG	NEOGEN CORP	444,596	$34.44M	0.2%	$77.46	—	—	COM	640491106
KMX	CARMAX INC	449,883	$34.11M	0.2%	$75.81	—	—	COM	143130102
—	VALERO ENERGY PARTNERS LP	773,100	$33.8M	0.2%	$43.72	—	—	COM UNT REP LP	91914J102
—	GCP APPLIED TECHNOLOGIES INC	1,100,000	$33.77M	0.2%	$30.70	—	—	COM	36164Y101
WING	WINGSTOP INC	1,010,000	$33.58M	0.2%	$33.25	—	—	COM	974155103
TFX	TELEFLEX INC	137,140	$33.18M	0.2%	$241.97	—	—	COM	879369106
TROW	PRICE T ROWE GROUP INC	356,756	$32.34M	0.2%	$90.65	—	—	COM	74144T108
AOS	SMITH A O	528,694	$31.42M	0.1%	$59.43	—	—	COM	831865209
ESNT	ESSENT GROUP LTD	754,174	$30.54M	0.1%	$40.50	—	—	COM	G3198U102
—	REV GROUP INC	1,050,000	$30.2M	0.1%	$28.76	—	—	COM	749527107
MGM	MGM RESORTS INTERNATIONAL	916,603	$29.87M	0.1%	$32.59	—	—	COM	552953101
Z	ZILLOW GROUP INC	742,287	$29.85M	0.1%	$40.21	—	—	CL C CAP STK	98954M200
—	BROOKFIELD ASSET MGMT INC	720,869	$29.77M	0.1%	$41.30	—	—	CL A LTD VT SH	112585104
NDSN	NORDSON CORP	250,000	$29.63M	0.1%	$118.50	—	—	COM	655663102
ROL	ROLLINS INC	641,531	$29.6M	0.1%	$46.14	—	—	COM	775711104
CHEF	CHEFS WAREHOUSE INC	1,500,000	$28.95M	0.1%	$19.30	—	—	COM	163086101
—	MGM GROWTH PPTYS LLC	946,532	$28.59M	0.1%	$30.21	—	—	CL A COM	55303A105
LBRDK	LIBERTY BROADBAND CORP	300,000	$28.59M	0.1%	$95.30	—	—	COM SER C	530307305
—	LIBERTY MEDIA CORP DELAWARE	750,000	$28.57M	0.1%	$38.09	—	—	COM C MEDIA GRP	531229854
—	WYNDHAM WORLDWIDE CORP	270,709	$28.54M	0.1%	$105.41	—	—	COM	98310W108
DKS	DICKS SPORTING GOODS INC	1,051,013	$28.39M	0.1%	$27.01	—	—	COM	253393102
HLT	HILTON WORLDWIDE HLDGS INC	405,922	$28.19M	0.1%	$69.45	—	—	WHEN ISSUED	43300A203
SHW	SHERWIN WILLIAMS CO	77,467	$27.74M	0.1%	$358.04	—	—	COM	824348106
TTC	TORO CO	446,153	$27.69M	0.1%	$62.06	—	—	COM	891092108
FND	FLOOR & DECOR HLDGS INC	704,022	$27.41M	0.1%	$38.93	—	—	CL A	339750101
BWXT	BWX TECHNOLOGIES INC	480,359	$26.91M	0.1%	$56.02	—	—	COM	05605H100
—	INC RESH HLDGS INC	500,000	$26.15M	0.1%	$52.30	—	—	CL A	45329R109
CSTE	CAESARSTONE SDOT-YAM LTD	849,205	$25.31M	0.1%	$29.80	—	—	ORD SHS	M20598104
GOOG	ALPHABET INC	26,172	$25.1M	0.1%	$959.12	—	—	CL C	02079K107
—	EMERALD EXPOSITIONS EVENTS INC	1,075,000	$24.98M	0.1%	$23.24	—	—	COM	29103B100
—	TIFFANY & CO NEW	266,887	$24.5M	0.1%	$91.78	—	—	COM	886547108
CDW	CDW CORP	369,271	$24.37M	0.1%	$66.00	—	—	COM	12514G108
WAB	WABTEC CORP	319,198	$24.18M	0.1%	$75.75	—	—	COM	929740108
—	DOMINION MIDSTREAM PARTNERS	745,000	$23.84M	0.1%	$32.00	—	—	COM UT REP LTD	257454108
AAT	AMERICAN ASSETS TRUST INC	592,000	$23.54M	0.1%	$39.77	—	—	COM	024013104
ACIW	ACI WORLDWIDE INC	1,000,000	$22.78M	0.1%	$22.78	—	—	COM	004498101
MLM	MARTIN MARIETTA MATLS INC	109,288	$22.54M	0.1%	$206.23	—	—	COM	573284106
META	FACEBOOK INC.	130,207	$22.25M	0.1%	$170.87	—	—	CL A	30303M102
—	MACQUARIE INFRASTRUCTURE COR	304,722	$22M	0.1%	$72.18	—	—	COM	55608B105
CBOE	CBOE HLDGS INC	203,981	$21.95M	0.1%	$107.63	—	—	COM	12503M108
ALGN	ALIGN TECHNOLOGY INC	116,493	$21.7M	0.1%	$186.27	—	—	COM	016255101
HGV	HILTON GRAND VACATIONS INC	558,758	$21.59M	0.1%	$38.63	—	—	COM	43283X105
MAR	MARRIOTT INTL INC	181,277	$19.99M	0.1%	$110.26	—	—	CL A	571903202
YEXT	YEXT INC	1,481,349	$19.67M	0.1%	$13.28	—	—	COM	98585N106
MAS	MASCO CORP	504,187	$19.67M	0.1%	$39.01	—	—	COM	574599106
V	VISA INC	178,073	$18.74M	0.1%	$105.24	—	—	COM CL A	92826C839
MA	MASTERCARD INC	127,915	$18.06M	0.1%	$141.20	—	—	CL A	57636Q104
—	CONCHO RES INC	134,837	$17.76M	0.1%	$131.72	—	—	COM	20605P101
—	PBF LOGISTICS LP	800,000	$16.8M	0.1%	$21.00	—	—	UNIT LTD PTNR	69318Q104
PLD	PROLOGIS INC	261,997	$16.63M	0.1%	$63.46	—	—	COM	74340W103
—	SL GREEN RLTY CORP	160,166	$16.23M	0.1%	$101.32	—	—	COM	78440X101
—	NIELSEN HOLDINGS PLC	386,960	$16.04M	0.1%	$41.45	—	—	COM	G6518L108
—	MSG NETWORK INC	750,000	$15.9M	0.1%	$21.20	—	—	CL A	553573106
—	WABCO HLDGS INC	103,492	$15.32M	0.1%	$148.00	—	—	COM	92927K102
BJRI	BJS RESTAURANTS INC	500,000	$15.22M	0.1%	$30.45	—	—	COM	09180C106
EQR	EQUITY RESIDENTIAL	227,335	$14.99M	0.1%	$65.93	—	—	SH BEN INT	29476L107
DXCM	DEXCOM INC	301,000	$14.73M	0.1%	$48.92	—	—	COM	252131107
INVH	INVITATION HOMES INC	649,397	$14.71M	0.1%	$22.65	—	—	COM	46187W107
AMH	AMERICAN HOMES 4 RENT	606,651	$13.17M	0.1%	$21.71	—	—	CL A	02665T306
TOL	TOLL BROTHERS INC	313,921	$13.02M	0.1%	$41.47	—	—	COM	889478103
RCL	ROYAL CARIBBEAN CRUISES LTD	109,444	$12.97M	0.1%	$118.54	—	—	COM	V7780T103
REXR	REXFORD INDL RLTY INC	442,040	$12.65M	0.1%	$28.62	—	—	COM	76169C100
SSL	SASOL LTD	457,743	$12.6M	0.1%	$27.53	—	—	SPONSORED ADR	803866300
UHS	UNIVERSAL HEALTH SVCS INC	112,785	$12.51M	0.1%	$110.94	—	—	CL B	913903100
—	TERRAFORM GLOBAL INC	2,444,797	$11.61M	0.1%	$4.75	—	—	CL A	88104M101
—	FLOTEK INDUSTRIES INC DEL	2,438,739	$11.34M	0.1%	$4.65	—	—	COM	343389102
—	EXTENDED STAY AMER INC	566,000	$11.32M	0.1%	$20.00	—	—	UNIT 99/99/9999B	30224P200
—	HUDSON PAC PPTYS INC	312,072	$10.46M	0.0%	$33.53	—	—	COM	444097109
ISRG	INTUITIVE SURGICAL INC	9,682	$10.13M	0.0%	$1045.86	—	—	COM	46120E602
—	QTS RLTY TR INC	180,518	$9.452M	0.0%	$52.36	—	—	COM CL A	74736A103
HCSG	HEALTHCARE SVCS GRP INC	175,000	$9.445M	0.0%	$53.97	—	—	COM	421906108
LBRDA	LIBERTY BROADBAND CORP	100,000	$9.418M	0.0%	$94.18	—	—	COM SER A	530307107
—	RED HAT INC	84,277	$9.343M	0.0%	$110.86	—	—	COM	756577102
DLR	DIGITAL RLTY TR INC	69,726	$8.251M	0.0%	$118.33	—	—	COM	253868103
NOVT	NOVANTA INC	185,900	$8.105M	0.0%	$43.60	—	—	COM	67000B104
VRNS	VARONIS SYS INC	189,746	$7.95M	0.0%	$41.90	—	—	COM	922280102
WLKP	WESTLAKE CHEM PARTNERS LP	350,000	$7.945M	0.0%	$22.70	—	—	COM	960417103
MYGN	MYRIAD GENETICS INC	215,500	$7.797M	0.0%	$36.18	—	—	COM	62855J104
—	SIENTRA INC	501,500	$7.723M	0.0%	$15.40	—	—	COM	82621J105
NOW	SERVICENOW INC	65,585	$7.708M	0.0%	$117.53	—	—	COM	81762P102
—	GENERAL COMMUNICATIONS INC	185,000	$7.546M	0.0%	$40.79	—	—	CL A	369385109
AAPL	APPLE INC	45,877	$7.071M	0.0%	$154.13	—	—	COM	037833100
TPICQ	TPI COMPOSITES INC	313,100	$6.995M	0.0%	$22.34	—	—	COM	87266J104
—	SCORPIO TANKERS INC	2,000,000	$6.86M	0.0%	$3.43	—	—	SHS	Y7542C106
OLLI	OLLIES BARGAIN OUTLT HLDGS INC	147,568	$6.847M	0.0%	$46.40	—	—	COM	681116109
—	ENVESTNET INC	133,925	$6.83M	0.0%	$51.00	—	—	COM	29404K106
ALEX	ALEXANDER & BALDWIN	145,000	$6.718M	0.0%	$46.33	—	—	COM	014491104
NFLX	NETFLIX INC	33,363	$6.05M	0.0%	$181.34	—	—	COM	64110L106
—	MELLANOX TECHNOLOGIES LTD	125,480	$5.916M	0.0%	$47.15	—	—	SHS	M51363113
—	SAGE THERAPEUTICS INC	93,458	$5.822M	0.0%	$62.30	—	—	COM	78667J108
CME	CME GROUP INC	42,679	$5.791M	0.0%	$135.69	—	—	COM	12572Q105
ASML	ASML HOLDING N V	33,472	$5.73M	0.0%	$171.19	—	—	NY REG SHS	N07059210
RHI	ROBERT HALF INTL INC	110,884	$5.582M	0.0%	$50.34	—	—	COM	770323103
BXP	BOSTON PROPERTIES INC	41,815	$5.138M	0.0%	$122.87	—	—	COM	101121101
—	FLEXION THERAPEUTICS INC	209,500	$5.066M	0.0%	$24.18	—	—	COM	33938J106
ICHR	ICHOR HOLDINGS	187,000	$5.012M	0.0%	$26.80	—	—	SHS	G4740B105
—	KEYW HOLDING CORP	649,400	$4.942M	0.0%	$7.61	—	—	COM	493723100
—	THERAPEUTICSMD INC	920,000	$4.867M	0.0%	$5.29	—	—	COM	88338N107
—	BOB EVANS FARMS INC	62,000	$4.806M	0.0%	$77.52	—	—	COM	096761101
EPAM	EPAM SYS INC	53,836	$4.734M	0.0%	$87.93	—	—	COM	29414B104
VRTX	VERTEX PHARMACEUTICALS INC	29,783	$4.528M	0.0%	$152.03	—	—	COM	92532F100
—	AMERICAN CAMPUS CMNTYS INC	102,312	$4.517M	0.0%	$44.15	—	—	COM	024835100
—	ENCANA CORP	379,589	$4.472M	0.0%	$11.78	—	—	COM	292505104
CRM	SALESFORCE.COM INC	47,206	$4.41M	0.0%	$93.42	—	—	COM	79466L302
PK	PARK HOTELS RESORTS INC	152,588	$4.205M	0.0%	$27.56	—	—	COM	700517105
—	COMMERCEHUB INC	195,500	$4.174M	0.0%	$21.35	—	—	COM SER C	20084V306
MRAM	EVERSPIN TECHNOLOGIES INC	243,825	$4.167M	0.0%	$17.09	—	—	COM	30041T104
EW	EDWARDS LIFESCIENCES CORP	37,386	$4.087M	0.0%	$109.32	—	—	COM	28176E108
BIIB	BIOGEN IDEC INC	12,951	$4.055M	0.0%	$313.10	—	—	COM	09062X103
GLNG	GOLAR LNG LTD BERMUDA	175,835	$3.976M	0.0%	$22.61	—	—	SHS	G9456A100
—	RSP PERMIAN INC	113,800	$3.936M	0.0%	$34.59	—	—	COM	74978Q105
—	PARSLEY ENERGY INC	145,900	$3.843M	0.0%	$26.34	—	—	CL A	701877102
—	COHERENT INC	16,300	$3.833M	0.0%	$235.15	—	—	COM	192479103
GOOGL	ALPHABET INC	3,863	$3.761M	0.0%	$973.60	—	—	CL A	02079K305
—	FOUNDATION MEDICINE INC	90,900	$3.654M	0.0%	$40.20	—	—	COM	350465100
—	SPLUNK INC	54,844	$3.643M	0.0%	$66.42	—	—	COM	848637104
SUPN	SUPERNUS PHARMACEUTICALS INC	89,621	$3.585M	0.0%	$40.00	—	—	COM	868459108
—	TRUECAR INC	220,000	$3.474M	0.0%	$15.79	—	—	COM	89785L107
AXGN	AXOGEN INC	177,935	$3.443M	0.0%	$19.35	—	—	COM	05463X106
—	QUOTIENT TECHNOLOGY INC	215,000	$3.365M	0.0%	$15.65	—	—	COM	749119103
PI	IMPINJ INC	80,000	$3.329M	0.0%	$41.61	—	—	COM	453204109
—	LIBERTY MEDIA CORP DELAWARE	88,000	$3.211M	0.0%	$36.49	—	—	COM A MEDIA GRP	531229870
EA	ELECTRONIC ARTS INC	27,075	$3.196M	0.0%	$118.04	—	—	COM	285512109
ESE	ESCO TECHNOLOGIES INC	52,300	$3.135M	0.0%	$59.94	—	—	COM	296315104
REGN	REGENERON PHARMACEUTICALS	6,673	$2.984M	0.0%	$447.18	—	—	COM	75886F107
—	PROOFPOINT INC	32,972	$2.876M	0.0%	$87.23	—	—	COM	743424103
—	SMART & FINAL STORES INC	358,101	$2.811M	0.0%	$7.85	—	—	COM	83190B101
VEEV	VEEVA SYS INC	48,882	$2.757M	0.0%	$56.40	—	—	CL A COM	922475108
—	GEMPHIRE THERAPEUTICS INC	286,961	$2.709M	0.0%	$9.44	—	—	COM	36870A108
—	MONSANTO CO NEW	21,875	$2.621M	0.0%	$119.82	—	—	COM	61166W101
KRNT	KORNIT DIGITAL LTD	170,000	$2.601M	0.0%	$15.30	—	—	SHS	M6372Q113
PDFS	PDF SOLUTIONS INC	165,500	$2.564M	0.0%	$15.49	—	—	COM	693282105
—	SUN HYDRAULICS CORP	46,000	$2.484M	0.0%	$54.00	—	—	COM	866942105
—	CLOVIS ONCOLOGY INC	29,147	$2.402M	0.0%	$82.41	—	—	COM	189464100
MANH	MANHATTAN ASSOCS INC	57,757	$2.401M	0.0%	$41.57	—	—	COM	562750109
SYF	SYNCHRONY FINL	76,905	$2.388M	0.0%	$31.05	—	—	COM	87165B103
HAL	HALLIBURTON CO	51,596	$2.375M	0.0%	$46.03	—	—	COM	406216101
—	ANDEAVOR (FKA TESORO CORP)	21,500	$2.218M	0.0%	$103.16	—	—	COM	03349M105
INGN	INOGEN INC	23,000	$2.187M	0.0%	$95.09	—	—	COM	45780L104
—	ADAMAS PHARMACEUTICALS INC	103,200	$2.185M	0.0%	$21.17	—	—	COM	00548A106
SONY	SONY CORP	57,000	$2.128M	0.0%	$37.33	—	—	ADR	835699307
RYAAY	RYANAIR HOLDINGS PLC	20,075	$2.116M	0.0%	$105.40	—	—	SPONSORED ADR	783513203
—	NOBLE MIDSTREAM PARTNERS LP	39,238	$2.035M	0.0%	$51.86	—	—	COM UNIT REPST	65506L105
—	NEVRO CORP	21,300	$1.936M	0.0%	$90.89	—	—	COM	64157F103
—	RICE ENERGY INC	62,800	$1.817M	0.0%	$28.93	—	—	COM	762760106
ET	ENERGY TRASNFER EQUITY L P	104,100	$1.809M	0.0%	$17.38	—	—	COM UT LTD PTN	29273V100
A	AGILENT TECHNOLOGIES INC	28,000	$1.798M	0.0%	$64.21	—	—	COM	00846U101
TRGP	TARGA RES CORP	37,700	$1.783M	0.0%	$47.29	—	—	COM	87612G101
—	QAD INC	50,000	$1.717M	0.0%	$34.34	—	—	CL A	74727D306
—	TESARO INC	13,128	$1.695M	0.0%	$129.11	—	—	COM	881569107
—	ACCELERON PHARMA INC	45,180	$1.686M	0.0%	$37.32	—	—	COM	00434H108
CERS	CERUS CORP	560,900	$1.531M	0.0%	$2.73	—	—	COM	157085101
EOG	EOG RES INC	15,768	$1.525M	0.0%	$96.71	—	—	COM	26875P101
—	AMBER RD INC	194,200	$1.491M	0.0%	$7.68	—	—	COM	02318Y108
—	NEWFIELD EXPL CO	49,400	$1.466M	0.0%	$29.68	—	—	COM	651290108
MUFG	MITSUBISHI UFJ FINL GROUP IN	227,000	$1.462M	0.0%	$6.44	—	—	SPONSORED ADR	606822104
—	NCS MULTISTAGE HLDGS INC	54,800	$1.32M	0.0%	$24.09	—	—	COM	628877102
INCY	INCYTE CORP	10,630	$1.241M	0.0%	$116.75	—	—	COM	45337C102
—	SANCHEZ PRODTN PARTNER	110,200	$1.24M	0.0%	$11.25	—	—	COM UNIT REPSTG	79971C201
—	NABORS INDUSTRIES LTD	28,058	$1.232M	0.0%	$43.91	—	—	SHS	G6359F103
OKTA	OKTA INC	40,076	$1.131M	0.0%	$28.22	—	—	CL A	679295105
—	CLOUDERA INC	66,679	$1.108M	0.0%	$16.62	—	—	COM	18914U100
CHKP	CHECK POINT SOFTWARE TECH LT	9,448	$1.077M	0.0%	$113.99	—	—	ORD	M22465104
—	WPX ENERGY INC	90,500	$1.041M	0.0%	$11.50	—	—	COM	98212B103
—	CIMPRESS N V	10,500	$1.025M	0.0%	$97.62	—	—	SHS EURO	N20146101
SU	SUNCOR ENERGY INC NEW	29,000	$1.016M	0.0%	$35.03	—	—	COM	867224107
VLO	VALERO ENERGY CORP	13,100	$1.008M	0.0%	$76.95	—	—	COM	91913Y100
—	U S SILICA HLDGS INC	32,100	$997K	0.0%	$31.06	—	—	COM	90346E103
—	QAD INC	32,000	$876K	0.0%	$27.38	—	—	CL B	74727D207
MPLX	MPLX LP	24,900	$872K	0.0%	$35.02	—	—	COM UNIT REP LTP	55336V100
SNAP	SNAP INC	58,217	$846K	0.0%	$14.53	—	—	CL A	83304A106
MDXG	MIMEDX GROUP INC	64,800	$770K	0.0%	$11.88	—	—	COM	602496101
—	TILE SHOP HLDGS INC	60,000	$762K	0.0%	$12.70	—	—	COM	88677Q109
—	REDFIN CORP	30,000	$753K	0.0%	$25.10	—	—	COM	75737F108
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	5,985	$612K	0.0%	$102.26	—	—	COM	874054109
JD	JD COM INC	15,140	$578K	0.0%	$38.18	—	—	SPON ADR CL A	47215P106
SFM	SPROUTS FMRS MKT INC	30,000	$563K	0.0%	$18.77	—	—	COM	85208M102
APAM	ARTISAN PARTNERS ASSET MGMT	15,874	$517K	0.0%	$32.57	—	—	CL A	04316A108
HDB	HDFC BANK LTD	4,883	$471K	0.0%	$96.46	—	—	ADR REPS 3 SHS	40415F101
GLOB	GLOBANT S A	9,020	$361K	0.0%	$40.02	—	—	COM	L44385109
—	AERIE PHARMACEUTICALS INC	6,156	$299K	0.0%	$48.57	—	—	COM	00771V108
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$275K	0.0%	$275000.00	—	—	CL A	084670108
QCOM	QUALCOMM INC	4,000	$207K	0.0%	$51.75	—	—	COM	747525103
GS	GOLDMAN SACHS GROUP INC	800	$190K	0.0%	$237.50	—	—	COM	38141G104
PG	PROCTER & GAMBLE CO	1,796	$163K	0.0%	$90.76	—	—	COM	742718109
—	JONES ENERGY INC	51,011	$98,000	0.0%	$1.92	—	—	COM CL A	48019R108
SJM	SMUCKER J M CO	251	$26,000	0.0%	$103.59	—	—	COM	832696405
CYH	COMMUNITY HEALTH SYS INC NEW	100	$1,000	0.0%	$10.00	—	—	COM	203668108