Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
MTN	VAIL RESORTS INC	5,119,682	$1.088B	5.0%	$212.47	—	—	COM	91879Q109
IT	GARTNER INC	7,047,510	$868M	4.0%	$123.15	—	—	COM	366651107
CSGP	COSTAR GROUP INC	2,624,218	$779M	3.6%	$296.95	—	—	COM	22160N109
ACGL	ARCH CAP GROUP LTD	8,433,758	$766M	3.5%	$90.77	—	—	ORD	G0450A105
IDXX	IDEXX LABS INC	4,700,932	$735M	3.4%	$156.38	—	—	COM	45168D104
FDS	FACTSET RESH SYS INC	3,001,478	$579M	2.7%	$192.76	—	—	COM	303075105
TSLA	TESLA MOTORS INC	1,612,051	$502M	2.3%	$311.35	—	—	COM	88160R101
GWRE	GUIDEWIRE SOFTWARE INC	6,236,133	$463M	2.1%	$74.26	—	—	COM	40171V100
—	ANSYS INC	2,613,635	$386M	1.8%	$147.59	—	—	COM	03662Q105
GLPI	GAMING & LEISURE PPTYS INC	10,402,688	$385M	1.8%	$37.00	—	—	COM	36467J108
MTD	METTLER TOLEDO INTERNATIONAL	615,047	$381M	1.8%	$619.52	—	—	COM	592688105
CHH	CHOICE HOTELS INTL INC	4,832,906	$375M	1.7%	$77.60	—	—	COM	169905106
BFAM	BRIGHT HORIZONS FAM SOL IN D	3,838,244	$361M	1.7%	$94.00	—	—	COM	109194100
SCHW	SCHWAB CHARLES CORP NEW	6,514,105	$335M	1.5%	$51.37	—	—	COM	808513105
H	HYATT HOTELS CORP	4,456,997	$328M	1.5%	$73.54	—	—	COM CL A	448579102
VAC	MARRIOTT VACATIONS WORLDWIDE C	2,162,214	$292M	1.3%	$135.21	—	—	COM	57164Y107
MANU	MANCHESTER UNITED PLC NEW	14,297,879	$283M	1.3%	$19.80	—	—	ORD CL A	G5784H106
MSCI	MSCI INC	2,231,659	$282M	1.3%	$126.54	—	—	CL A	55354G100
PRI	PRIMERICA INC	2,683,565	$273M	1.3%	$101.55	—	—	COM	74164M108
RRR	RED ROCK RESORTS INC	8,074,735	$272M	1.3%	$33.74	—	—	CL A	75700L108
BABA	ALIBABA GROUP HLDG LTD	1,566,453	$270M	1.2%	$172.43	—	—	SPONSORED ADR	01609W102
SSNC	SS&C TECHNOLOGIES HOLDINGS INC	6,666,301	$270M	1.2%	$40.48	—	—	COM	78467J100
DEI	DOUGLAS EMMETT INC	6,100,987	$251M	1.2%	$41.06	—	—	COM	25960P109
SBAC	SBA COMMUNICATIONS CORP	1,374,726	$225M	1.0%	$163.36	—	—	COM	78410G104
MMS	MAXIMUS INC	3,038,017	$217M	1.0%	$71.58	—	—	COM	577933104
TECH	BIO TECHNE CORP	1,516,975	$197M	0.9%	$129.55	—	—	COM	09073M104
BIDU	BAIDU INC	804,575	$188M	0.9%	$234.21	—	—	SPON ADR REP A	056752108
PENN	PENN NATL GAMING INC	5,757,807	$180M	0.8%	$31.33	—	—	COM	707569109
WST	WEST PHARMACEUTICAL SVSC INC	1,796,649	$177M	0.8%	$98.67	—	—	COM	955306105
—	2U INC	2,454,547	$158M	0.7%	$64.51	—	—	COM	90214J101
—	PINNACLE ENTMT INC	4,824,708	$158M	0.7%	$32.73	—	—	COM	72348Y105
MORN	MORNINGSTAR INC	1,504,371	$146M	0.7%	$96.97	—	—	COM	617700109
VRSK	VERISK ANALYTICS INC	1,511,680	$145M	0.7%	$96.00	—	—	CL A	92345Y106
WCN	WASTE CONNECTIONS INC	2,000,000	$142M	0.7%	$70.94	—	—	COM	94106B101
IRDM	IRIDIUM COMMUNICATIONS INC	9,334,151	$137M	0.6%	$14.69	—	—	COM	46269C102
—	FINANCIAL ENGINES INC	4,508,481	$137M	0.6%	$30.30	—	—	COM	317485100
EQIX	EQUINIX INC	296,476	$134M	0.6%	$453.22	—	—	COM	29444U700
ARE	ALEXANDRIA REAL ESTATE EQ IN	1,007,722	$132M	0.6%	$130.59	—	—	COM	015271109
TDG	TRANSDIGM GROUP INC	475,000	$130M	0.6%	$274.62	—	—	COM	893641100
CNS	COHEN & STEERS INC	2,688,979	$127M	0.6%	$47.29	—	—	COM	19247A100
TREX	TREX CO INC	1,171,536	$127M	0.6%	$108.39	—	—	COM	89531P105
SITE	SITEONE LANDSCAPE SUPPLY INC	1,654,699	$127M	0.6%	$76.70	—	—	COM	82982L103
—	ON ASSIGNMENT INC	1,910,100	$123M	0.6%	$64.27	—	—	COM	682159108
—	MASONITE INTERNATIONAL CORP	1,610,785	$119M	0.6%	$74.15	—	—	COM	575385109
CBRE	CBRE GROUP INC	2,717,511	$118M	0.5%	$43.31	—	—	CL A	12504L109
—	GTT COMMUNICATIONS INC	2,500,000	$117M	0.5%	$46.95	—	—	COM	362393100
CGNX	COGNEX CORP	1,900,000	$116M	0.5%	$61.16	—	—	COM	192422103
—	ULTIMATE SOFTWARE GROUP INC	529,421	$116M	0.5%	$218.23	—	—	COM	90385D107
—	FLEETCOR TECHNOLOGIES INC	592,727	$114M	0.5%	$192.43	—	—	COM	339041105
AL	AIR LEASE CORP	2,369,082	$114M	0.5%	$48.09	—	—	CL A	00912X302
—	BENEFITFOCUS INC	4,145,968	$112M	0.5%	$27.00	—	—	COM	08180D106
MIDD	MIDDLEBY CORP	814,362	$110M	0.5%	$134.95	—	—	COM	596278101
CWH	CAMPING WORLD HLDGS INC	2,410,600	$108M	0.5%	$44.73	—	—	CL A	13462K109
ZG	ZILLOW GROUP INC	2,575,396	$105M	0.5%	$40.74	—	—	CL A	98954M101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	2,557,730	$101M	0.5%	$39.65	—	—	SPONSORED ADR	874039100
—	SUMMIT MATLS INC	3,071,611	$96.57M	0.4%	$31.44	—	—	CL A	86614U100
WIX	WIX COM LTD	1,655,885	$95.3M	0.4%	$57.55	—	—	SHS	M98068105
YPF	YPF SOCIEDAD ANONIMA	4,055,780	$92.92M	0.4%	$22.91	—	—	SPON ADR CL D	984245100
MC	MOELIS & CO	1,895,730	$91.94M	0.4%	$48.50	—	—	CL A	60786M105
ILMN	ILLUMINA INC	414,734	$90.61M	0.4%	$218.49	—	—	COM	452327109
ICLR	ICON PLC	804,200	$90.19M	0.4%	$112.15	—	—	SHS	G4705A100
—	PRA HEALTH SCIENCES INC	954,364	$86.91M	0.4%	$91.07	—	—	COM	69354M108
JBTM	JOHN BEAN TECHNOLOGIES CORP	773,300	$85.68M	0.4%	$110.80	—	—	COM	477839104
—	UNIVAR INC	2,750,000	$85.14M	0.4%	$30.96	—	—	COM	91336L107
ALX	ALEXANDERS INC	211,962	$83.91M	0.4%	$395.85	—	—	COM	014752109
—	OAKTREE CAP GROUP LLC	1,953,605	$82.25M	0.4%	$42.10	—	—	UNIT 99/99/9999	674001201
—	CISION LTD	6,798,252	$80.69M	0.4%	$11.87	—	—	SHS	G1992S109
AYI	ACUITY BRANDS INC	454,972	$80.08M	0.4%	$176.00	—	—	COM	00508Y102
VRSN	VERISIGN INC	683,869	$78.26M	0.4%	$114.44	—	—	COM	92343E102
TAL	TAL ED GROUP	2,630,329	$78.15M	0.4%	$29.71	—	—	ADS REPSTG COM	874080104
NBIS	YANDEX N V	2,374,022	$77.75M	0.4%	$32.75	—	—	SHS CLASS A	N97284108
WTW	WILLIS TOWERS WATSON PUB LTD	510,581	$76.94M	0.4%	$150.69	—	—	SHS	G96629103
—	INTERXION HOLDING N.V	1,290,178	$76.03M	0.4%	$58.93	—	—	SHS	N47279109
—	BEACON ROOFING SUPPLY INC	1,182,139	$75.37M	0.3%	$63.76	—	—	COM	073685109
—	CARLYLE GROUP L P	3,259,535	$74.64M	0.3%	$22.90	—	—	COM UTS LTD PTN	14309L102
CHD	CHURCH & DWIGHT INC	1,478,178	$74.16M	0.3%	$50.17	—	—	COM	171340102
—	ACXIOM CORP	2,681,591	$73.91M	0.3%	$27.56	—	—	COM	005125109
FAST	FASTENAL CO	1,342,536	$73.42M	0.3%	$54.69	—	—	COM	311900104
—	PRICELINE GRP INC	41,948	$72.89M	0.3%	$1737.75	—	—	COM	741503403
BMA	BANCO MACRO SA	628,757	$72.86M	0.3%	$115.88	—	—	SPON ADR B	05961W105
LFUS	LITTELFUSE INC	350,370	$69.31M	0.3%	$197.82	—	—	COM	537008104
FMX	FOMENTO ECONOMICO MEXICANO S	726,353	$68.2M	0.3%	$93.90	—	—	SPON ADR UNITS	344419106
TDOC	TELADOC INC	1,931,500	$67.31M	0.3%	$34.85	—	—	COM	87918A105
MHK	MOHAWK INDUSTRIES INC	242,937	$67.03M	0.3%	$275.90	—	—	COM	608190104
CPA	COPA HOLDINGS SA	498,430	$66.82M	0.3%	$134.06	—	—	CL A	P31076105
ROP	ROPER INDUSTRIES INC NEW	254,148	$65.82M	0.3%	$259.00	—	—	COM	776696106
WEX	WEX INC	450,000	$63.55M	0.3%	$141.23	—	—	COM	96208T104
—	VANTIV INC	856,830	$63.02M	0.3%	$73.55	—	—	CL A	92210H105
AMT	AMERICAN TOWER CORP	439,885	$62.76M	0.3%	$142.67	—	—	COM	03027X100
MRCY	MERCURY SYS INC	1,212,000	$62.24M	0.3%	$51.35	—	—	COM	589378108
KNSL	KINSALE CAP GROUP INC	1,364,484	$61.4M	0.3%	$45.00	—	—	COM	49714P108
IEX	IDEX CORP	455,708	$60.14M	0.3%	$131.97	—	—	COM	45167R104
—	ASPEN TECHNOLOGY INC	883,500	$58.49M	0.3%	$66.20	—	—	COM	045327103
AMZN	AMAZON COM INC	49,942	$58.41M	0.3%	$1169.48	—	—	COM	023135106
—	BITAUTO HLDGS LTD	1,831,604	$58.24M	0.3%	$31.80	—	—	SPONSORED ADS	091727107
—	LIBERTY EXPEDIA HOLDINGS	1,300,000	$57.63M	0.3%	$44.33	—	—	SER A COM	53046P109
PEGA	PEGASYSTEMS INC	1,198,551	$56.51M	0.3%	$47.15	—	—	COM	705573103
HQY	HEALTHEQUITY INC	1,203,771	$56.17M	0.3%	$46.66	—	—	COM	42226A107
PFGC	PERFORMANCE FOOD GROUP CO	1,644,650	$54.44M	0.3%	$33.10	—	—	COM	71377A103
HD	HOME DEPOT INC	285,103	$54.04M	0.2%	$189.53	—	—	COM	437076102
UAA	UNDER ARMOUR INC	3,718,767	$53.66M	0.2%	$14.43	—	—	CL A	904311107
MKTX	MARKETAXESS HLDGS INC	263,963	$53.26M	0.2%	$201.75	—	—	COM	57060D108
—	CANTEL MEDICAL CORP	515,000	$52.98M	0.2%	$102.87	—	—	COM	138098108
LOMA	LOMA NEGRA CORP	2,299,109	$52.97M	0.2%	$23.04	—	—	SPONSORED ADS	54150E104
EXPE	EXPEDIA INC DEL	429,975	$51.5M	0.2%	$119.77	—	—	COM	30212P303
TRU	TRANSUNION	918,061	$50.46M	0.2%	$54.96	—	—	COM	89400J107
—	ALTAIR ENGR INC	2,100,528	$50.24M	0.2%	$23.92	—	—	COM CL A	021369103
NCLH	NORWEGIAN CRUISE LINE HLDGS	941,867	$50.15M	0.2%	$53.25	—	—	SHS	G66721104
PBR	PETROLEO BRASILEIRO SA PETRO	4,820,210	$49.6M	0.2%	$10.29	—	—	SPONSORED ADR	71654V408
VMC	VULCAN MATLS CO	384,564	$49.37M	0.2%	$128.37	—	—	COM	929160109
BYD	BOYD GAMING CORP	1,402,976	$49.17M	0.2%	$35.05	—	—	COM	103304101
MTSI	MA COM TECHNOLOGY SOLUTIONS	1,487,000	$48.39M	0.2%	$32.54	—	—	COM	55405Y100
—	COOPER COS INC	221,941	$48.36M	0.2%	$217.88	—	—	COM	216648402
—	CTRIP COM INTL LTD	1,094,399	$48.26M	0.2%	$44.10	—	—	AMERICAN DEP SHS	22943F100
FRCB	FIRST REP BK SAN FRAN CALI N	551,211	$47.76M	0.2%	$86.64	—	—	COM	33616C100
MSGS	MADISON SQUARE GARDEN CO	225,000	$47.44M	0.2%	$210.85	—	—	CL A	55825T103
TFX	TELEFLEX INC	189,785	$47.22M	0.2%	$248.82	—	—	COM	879369106
—	BERRY GLOBAL GROUP INC	800,000	$46.94M	0.2%	$58.67	—	—	COM	08579W103
QLYS	QUALYS INC	789,600	$46.86M	0.2%	$59.35	—	—	COM	74758T303
CAKE	CHEESECAKE FACTORY INC	925,000	$44.57M	0.2%	$48.18	—	—	COM	163072101
TTD	THE TRADE DESK INC	962,515	$44.02M	0.2%	$45.73	—	—	COM CL A	88339J105
—	LIBERTY MEDIA CORP DELAWARE	1,100,000	$43.63M	0.2%	$39.66	—	—	COM C SIRIUSXM	531229607
—	PARTY CITY HOLDCO INC	3,095,000	$43.17M	0.2%	$13.95	—	—	COM	702149105
—	REV GROUP INC	1,250,000	$40.66M	0.2%	$32.53	—	—	COM	749527107
WING	WINGSTOP INC	1,030,000	$40.15M	0.2%	$38.98	—	—	COM	974155103
—	MACQUARIE INFRASTRUCTURE COR	624,519	$40.09M	0.2%	$64.20	—	—	COM	55608B105
—	GCP APPLIED TECHNOLOGIES INC	1,250,000	$39.88M	0.2%	$31.90	—	—	COM	36164Y101
FND	FLOOR & DECOR HLDGS INC	804,022	$39.14M	0.2%	$48.68	—	—	CL A	339750101
RBC	RBC BEARINGS INC	300,000	$37.92M	0.2%	$126.40	—	—	COM	75524B104
—	WELBILT INC	1,600,000	$37.62M	0.2%	$23.51	—	—	COM	949090104
TROW	PRICE T ROWE GROUP INC	356,756	$37.43M	0.2%	$104.93	—	—	COM	74144T108
—	SHUTTERFLY INC	750,000	$37.31M	0.2%	$49.75	—	—	COM	82568P304
NDSN	NORDSON CORP	250,000	$36.6M	0.2%	$146.40	—	—	COM	655663102
NEOG	NEOGEN CORP	444,596	$36.55M	0.2%	$82.21	—	—	COM	640491106
TTC	TORO CO	555,494	$36.23M	0.2%	$65.23	—	—	COM	891092108
—	VALERO ENERGY PARTNERS LP	772,500	$34.38M	0.2%	$44.50	—	—	COM UNT REP LP	91914J102
TREE	LENDINGTREE INC	98,371	$33.49M	0.2%	$340.45	—	—	COM	52603B107
BWXT	BWX TECHNOLOGIES INC	550,469	$33.3M	0.2%	$60.49	—	—	COM	05605H100
AOS	SMITH A O	538,894	$33.02M	0.2%	$61.28	—	—	COM	831865209
MGM	MGM RESORTS INTERNATIONAL	983,698	$32.85M	0.2%	$33.39	—	—	COM	552953101
ESNT	ESSENT GROUP LTD	754,174	$32.75M	0.2%	$43.42	—	—	COM	G3198U102
—	BROOKFIELD ASSET MGMT INC	720,869	$31.39M	0.1%	$43.54	—	—	CL A LTD VT SH	112585104
ROL	ROLLINS INC	666,531	$31.01M	0.1%	$46.53	—	—	COM	775711104
Z	ZILLOW GROUP INC	742,056	$30.36M	0.1%	$40.92	—	—	CL C CAP STK	98954M200
SHW	SHERWIN WILLIAMS CO	71,782	$29.43M	0.1%	$410.03	—	—	COM	824348106
DKS	DICKS SPORTING GOODS INC	1,006,238	$28.92M	0.1%	$28.74	—	—	COM	253393102
HLT	HILTON WORLDWIDE HLDGS INC	357,481	$28.55M	0.1%	$79.86	—	—	WHEN ISSUED	43300A203
—	TIFFANY & CO NEW	266,887	$27.74M	0.1%	$103.95	—	—	COM	886547108
KMX	CARMAX INC	431,797	$27.69M	0.1%	$64.13	—	—	COM	143130102
OLLI	OLLIES BARGAIN OUTLT HLDGS INC	519,774	$27.68M	0.1%	$53.25	—	—	COM	681116109
GOOG	ALPHABET INC	26,279	$27.5M	0.1%	$1046.39	—	—	CL C	02079K107
—	MGM GROWTH PPTYS LLC	934,915	$27.25M	0.1%	$29.15	—	—	CL A COM	55303A105
—	WYNDHAM WORLDWIDE CORP	232,237	$26.91M	0.1%	$115.87	—	—	COM	98310W108
ALGN	ALIGN TECHNOLOGY INC	116,493	$25.88M	0.1%	$222.19	—	—	COM	016255101
—	LIBERTY INTERACTIVE CORP	476,086	$25.82M	0.1%	$54.24	—	—	LBT VEN COM A NE	53071M856
WAB	WABTEC CORP	316,798	$25.8M	0.1%	$81.43	—	—	COM	929740108
CDW	CDW CORP	369,371	$25.67M	0.1%	$69.49	—	—	COM	12514G108
—	LIBERTY MEDIA CORP DELAWARE	750,000	$25.62M	0.1%	$34.16	—	—	COM C MEDIA GRP	531229854
LBRDK	LIBERTY BROADBAND CORP	300,000	$25.55M	0.1%	$85.16	—	—	COM SER C	530307305
CBOE	CBOE HLDGS INC	204,890	$25.53M	0.1%	$124.59	—	—	COM	12503M108
LEN	LENNAR CORP	390,947	$24.72M	0.1%	$63.24	—	—	CL A	526057104
MLM	MARTIN MARIETTA MATLS INC	109,360	$24.17M	0.1%	$221.04	—	—	COM	573284106
VEEV	VEEVA SYS INC	424,253	$23.45M	0.1%	$55.28	—	—	CL A COM	922475108
META	FACEBOOK INC.	130,912	$23.1M	0.1%	$176.46	—	—	CL A	30303M102
IBP	INSTALLED BLDG PRODS INC	300,000	$22.79M	0.1%	$75.95	—	—	COM	45780R101
AAT	AMERICAN ASSETS TRUST INC	592,000	$22.64M	0.1%	$38.24	—	—	COM	024013104
HGV	HILTON GRAND VACATIONS INC	535,807	$22.48M	0.1%	$41.95	—	—	COM	43283X105
—	ELECTRONICS FOR IMAGING INC	750,000	$22.15M	0.1%	$29.53	—	—	COM	286082102
BSAC	BANCO SANTANDER CHILE	701,417	$21.93M	0.1%	$31.27	—	—	SP ADR REP COM	05965X109
—	EMERALD EXPOSITIONS EVENTS INC	1,075,000	$21.86M	0.1%	$20.34	—	—	COM	29103B100
SSL	SASOL LTD	619,954	$21.21M	0.1%	$34.21	—	—	SPONSORED ADR	803866300
YEXT	YEXT INC	1,756,349	$21.13M	0.1%	$12.03	—	—	COM	98585N106
—	SL GREEN RLTY CORP	204,311	$20.62M	0.1%	$100.93	—	—	COM	78440X101
HSIC	HENRY SCHEIN INC	290,199	$20.28M	0.1%	$69.88	—	—	COM	806407102
MAR	MARRIOTT INTL INC	146,621	$19.9M	0.1%	$135.73	—	—	CL A	571903202
—	DOMINION MIDSTREAM PARTNERS	649,739	$19.79M	0.1%	$30.45	—	—	COM UT REP LTD	257454108
SQM	SOCIEDAD QUIMICA MINERA DE C	329,632	$19.57M	0.1%	$59.37	—	—	SPON ADR SER B	833635105
—	CONCHO RES INC	128,636	$19.32M	0.1%	$150.22	—	—	COM	20605P101
V	VISA INC	166,437	$18.98M	0.1%	$114.02	—	—	COM CL A	92826C839
MA	MASTERCARD INC	122,602	$18.56M	0.1%	$151.36	—	—	CL A	57636Q104
BJRI	BJS RESTAURANTS INC	500,000	$18.2M	0.1%	$36.40	—	—	COM	09180C106
MAS	MASCO CORP	403,500	$17.73M	0.1%	$43.94	—	—	COM	574599106
DXCM	DEXCOM INC	301,000	$17.27M	0.1%	$57.39	—	—	COM	252131107
PLD	PROLOGIS INC	261,997	$16.9M	0.1%	$64.51	—	—	COM	74340W103
—	PBF LOGISTICS LP	800,000	$16.76M	0.1%	$20.95	—	—	UNIT LTD PTNR	69318Q104
HLI	HOULIHAN LOKEY INC	363,850	$16.53M	0.1%	$45.43	—	—	CL A	441593100
INVH	INVITATION HOMES INC	649,397	$15.31M	0.1%	$23.57	—	—	COM	46187W107
—	MSG NETWORK INC	750,000	$15.19M	0.1%	$20.25	—	—	CL A	553573106
—	WABCO HLDGS INC	103,492	$14.85M	0.1%	$143.50	—	—	COM	92927K102
—	SAGE THERAPEUTICS INC	88,123	$14.52M	0.1%	$164.71	—	—	COM	78667J108
—	EXTENDED STAY AMER INC	736,525	$13.99M	0.1%	$19.00	—	—	UNIT 99/99/9999B	30224P200
ACIW	ACI WORLDWIDE INC	600,000	$13.6M	0.1%	$22.67	—	—	COM	004498101
REXR	REXFORD INDL RLTY INC	454,040	$13.24M	0.1%	$29.16	—	—	COM	76169C100
RCL	ROYAL CARIBBEAN CRUISES LTD	105,188	$12.55M	0.1%	$119.28	—	—	COM	V7780T103
CHEF	CHEFS WAREHOUSE INC	600,000	$12.3M	0.1%	$20.50	—	—	COM	163086101
EQR	EQUITY RESIDENTIAL	189,435	$12.08M	0.1%	$63.77	—	—	SH BEN INT	29476L107
ISRG	INTUITIVE SURGICAL INC	27,720	$10.12M	0.0%	$364.94	—	—	COM	46120E602
—	QTS RLTY TR INC	180,518	$9.777M	0.0%	$54.16	—	—	COM CL A	74736A103
ARGX	ARGENX SE	149,511	$9.44M	0.0%	$63.14	—	—	SPONSORED ADR	04016X101
HCSG	HEALTHCARE SVCS GRP INC	172,818	$9.111M	0.0%	$52.72	—	—	COM	421906108
WLKP	WESTLAKE CHEM PARTNERS LP	350,000	$8.732M	0.0%	$24.95	—	—	COM	960417103
AMH	AMERICAN HOMES 4 RENT	398,247	$8.698M	0.0%	$21.84	—	—	CL A	02665T306
VRNS	VARONIS SYS INC	178,178	$8.651M	0.0%	$48.55	—	—	COM	922280102
LBRDA	LIBERTY BROADBAND CORP	100,000	$8.505M	0.0%	$85.05	—	—	COM SER A	530307107
TPICQ	TPI COMPOSITES INC	413,900	$8.468M	0.0%	$20.46	—	—	COM	87266J104
—	NOBLE MIDSTREAM PARTNERS LP	168,738	$8.437M	0.0%	$50.00	—	—	COM UNIT REPST	65506L105
MSFT	MICROSOFT CORP	96,255	$8.234M	0.0%	$85.54	—	—	COM	594918104
NOVT	NOVANTA INC	160,900	$8.045M	0.0%	$50.00	—	—	COM	67000B104
DLR	DIGITAL RLTY TR INC	70,540	$8.035M	0.0%	$113.91	—	—	COM	253868103
AAPL	APPLE INC	45,877	$7.764M	0.0%	$169.24	—	—	COM	037833100
DNLI	DENALI THERAPEUTICS INC	490,000	$7.664M	0.0%	$15.64	—	—	COM	24823R105
BXP	BOSTON PROPERTIES INC	58,508	$7.608M	0.0%	$130.03	—	—	COM	101121101
NOW	SERVICENOW INC	57,333	$7.476M	0.0%	$130.40	—	—	COM	81762P102
—	MELLANOX TECHNOLOGIES LTD	108,059	$6.991M	0.0%	$64.70	—	—	SHS	M51363113
—	SIENTRA INC	490,100	$6.891M	0.0%	$14.06	—	—	COM	82621J105
—	RED HAT INC	57,063	$6.853M	0.0%	$120.10	—	—	COM	756577102
VRTX	VERTEX PHARMACEUTICALS INC	43,371	$6.5M	0.0%	$149.87	—	—	COM	92532F100
MYGN	MYRIAD GENETICS INC	185,000	$6.354M	0.0%	$34.35	—	—	COM	62855J104
AXGN	AXOGEN INC	220,969	$6.253M	0.0%	$28.30	—	—	COM	05463X106
CME	CME GROUP INC	42,679	$6.233M	0.0%	$146.04	—	—	COM	12572Q105
—	ELLIE MAE INC	69,528	$6.216M	0.0%	$89.40	—	—	COM	28849P100
—	SCORPIO TANKERS INC	2,000,000	$6.1M	0.0%	$3.05	—	—	SHS	Y7542C106
RHI	ROBERT HALF INTL INC	109,354	$6.074M	0.0%	$55.54	—	—	COM	770323103
—	FOUNDATION MEDICINE INC	88,700	$6.049M	0.0%	$68.20	—	—	COM	350465100
—	THERAPEUTICSMD INC	1,000,000	$6.04M	0.0%	$6.04	—	—	COM	88338N107
—	ENCANA CORP	451,989	$6.025M	0.0%	$13.33	—	—	COM	292505104
—	GENERAL COMMUNICATIONS INC	150,000	$5.853M	0.0%	$39.02	—	—	CL A	369385109
ASML	ASML HOLDING N V	33,472	$5.818M	0.0%	$173.82	—	—	NY REG SHS	N07059210
EPAM	EPAM SYS INC	53,836	$5.784M	0.0%	$107.44	—	—	COM	29414B104
NFLX	NETFLIX INC	29,744	$5.71M	0.0%	$191.97	—	—	COM	64110L106
—	FLEXION THERAPEUTICS INC	226,300	$5.667M	0.0%	$25.04	—	—	COM	33938J106
—	HUDSON PAC PPTYS INC	163,927	$5.614M	0.0%	$34.25	—	—	COM	444097109
—	INOVALON HLDGS INC	374,266	$5.614M	0.0%	$15.00	—	—	COM CL A	45781D101
TOL	TOLL BROTHERS INC	115,706	$5.556M	0.0%	$48.02	—	—	COM	889478103
PK	PARK HOTELS RESORTS INC	189,671	$5.453M	0.0%	$28.75	—	—	COM	700517105
—	ENVESTNET INC	108,925	$5.43M	0.0%	$49.85	—	—	COM	29404K106
ALEX	ALEXANDER & BALDWIN	189,000	$5.243M	0.0%	$27.74	—	—	COM	014491104
GLNG	GOLAR LNG LTD BERMUDA	171,935	$5.125M	0.0%	$29.81	—	—	SHS	G9456A100
BIIB	BIOGEN IDEC INC	14,868	$4.736M	0.0%	$318.54	—	—	COM	09062X103
—	COMMERCEHUB INC	226,500	$4.664M	0.0%	$20.59	—	—	COM SER C	20084V306
—	COHERENT INC	16,300	$4.6M	0.0%	$282.21	—	—	COM	192479103
—	RSP PERMIAN INC	108,000	$4.393M	0.0%	$40.68	—	—	COM	74978Q105
—	KEYW HOLDING CORP	747,194	$4.386M	0.0%	$5.87	—	—	COM	493723100
ESE	ESCO TECHNOLOGIES INC	71,600	$4.314M	0.0%	$60.25	—	—	COM	296315104
CRM	SALESFORCE.COM INC	41,509	$4.243M	0.0%	$102.22	—	—	COM	79466L302
—	PARSLEY ENERGY INC	143,800	$4.233M	0.0%	$29.44	—	—	CL A	701877102
ADBE	ADOBE SYS INC	24,104	$4.224M	0.0%	$175.24	—	—	COM	00724F101
EW	EDWARDS LIFESCIENCES CORP	37,290	$4.203M	0.0%	$112.71	—	—	COM	28176E108
ICHR	ICHOR HOLDINGS	170,000	$4.182M	0.0%	$24.60	—	—	SHS	G4740B105
—	ADAMAS PHARMACEUTICALS INC	123,200	$4.175M	0.0%	$33.89	—	—	COM	00548A106
—	FORESCOUT TECHNOLOGIES INC	129,722	$4.137M	0.0%	$31.89	—	—	COM	34553D101
—	SPLUNK INC	49,036	$4.062M	0.0%	$82.84	—	—	COM	848637104
GOOGL	ALPHABET INC	3,850	$4.056M	0.0%	$1053.51	—	—	CL A	02079K305
KRNT	KORNIT DIGITAL LTD	233,000	$3.763M	0.0%	$16.15	—	—	SHS	M6372Q113
CERS	CERUS CORP	1,071,000	$3.62M	0.0%	$3.38	—	—	COM	157085101
MUFG	MITSUBISHI UFJ FINL GROUP IN	494,000	$3.591M	0.0%	$7.27	—	—	SPONSORED ADR	606822104
EA	ELECTRONIC ARTS INC	34,119	$3.585M	0.0%	$105.07	—	—	COM	285512109
PI	IMPINJ INC	155,000	$3.492M	0.0%	$22.53	—	—	COM	453204109
CSTE	CAESARSTONE SDOT-YAM LTD	148,310	$3.263M	0.0%	$22.00	—	—	ORD SHS	M20598104
MRAM	EVERSPIN TECHNOLOGIES INC	415,000	$3.112M	0.0%	$7.50	—	—	COM	30041T104
—	GEMPHIRE THERAPEUTICS INC	383,970	$3.053M	0.0%	$7.95	—	—	COM	36870A108
SYF	SYNCHRONY FINL	76,905	$2.969M	0.0%	$38.61	—	—	COM	87165B103
—	PROOFPOINT INC	32,885	$2.921M	0.0%	$88.82	—	—	COM	743424103
—	LIBERTY MEDIA CORP DELAWARE	88,000	$2.879M	0.0%	$32.72	—	—	COM A MEDIA GRP	531229870
MANH	MANHATTAN ASSOCS INC	57,607	$2.854M	0.0%	$49.54	—	—	COM	562750109
SUPN	SUPERNUS PHARMACEUTICALS INC	66,561	$2.652M	0.0%	$39.84	—	—	COM	868459108
SONY	SONY CORP	57,000	$2.562M	0.0%	$44.95	—	—	ADR	835699307
PDFS	PDF SOLUTIONS INC	160,500	$2.52M	0.0%	$15.70	—	—	COM	693282105
REGN	REGENERON PHARMACEUTICALS	6,673	$2.509M	0.0%	$375.99	—	—	COM	75886F107
HAL	HALLIBURTON CO	48,996	$2.394M	0.0%	$48.86	—	—	COM	406216101
RYAAY	RYANAIR HOLDINGS PLC	22,275	$2.321M	0.0%	$104.20	—	—	SPONSORED ADR	783513203
—	ANDEAVOR (FKA TESORO CORP)	20,000	$2.287M	0.0%	$114.35	—	—	COM	03349M105
—	ACCELERON PHARMA INC	53,880	$2.287M	0.0%	$42.45	—	—	COM	00434H108
—	QUOTIENT TECHNOLOGY INC	180,000	$2.115M	0.0%	$11.75	—	—	COM	749119103
EBS	EMERGENT BIOSOLUTIONS INC	45,000	$2.091M	0.0%	$46.47	—	—	COM	29089Q105
INGN	INOGEN INC	17,000	$2.024M	0.0%	$119.06	—	—	COM	45780L104
—	QAD INC	50,000	$1.942M	0.0%	$38.84	—	—	CL A	74727D306
A	AGILENT TECHNOLOGIES INC	28,000	$1.875M	0.0%	$66.96	—	—	COM	00846U101
—	CIMPRESS N V	14,500	$1.738M	0.0%	$119.86	—	—	SHS EURO	N20146101
—	SUN HYDRAULICS CORP	25,000	$1.617M	0.0%	$64.68	—	—	COM	866942105
EOG	EOG RES INC	14,968	$1.615M	0.0%	$107.90	—	—	COM	26875P101
—	FLOTEK INDUSTRIES INC DEL	338,739	$1.579M	0.0%	$4.66	—	—	COM	343389102
—	WPX ENERGY INC	109,200	$1.536M	0.0%	$14.07	—	—	COM	98212B103
—	NEVRO CORP	21,300	$1.471M	0.0%	$69.06	—	—	COM	64157F103
ET	ENERGY TRASNFER EQUITY L P	84,800	$1.464M	0.0%	$17.26	—	—	COM UT LTD PTN	29273V100
TRGP	TARGA RES CORP	29,000	$1.404M	0.0%	$48.41	—	—	COM	87612G101
—	MONSANTO CO NEW	11,969	$1.398M	0.0%	$116.80	—	—	COM	61166W101
—	SANCHEZ PRODTN PARTNER	108,800	$1.208M	0.0%	$11.10	—	—	COM UNIT REPSTG	79971C201
EQT	EQT CORP	21,134	$1.203M	0.0%	$56.92	—	—	COM	26884L109
SU	SUNCOR ENERGY INC NEW	32,500	$1.193M	0.0%	$36.71	—	—	COM	867224107
VLO	VALERO ENERGY CORP	12,800	$1.176M	0.0%	$91.88	—	—	COM	91913Y100
—	U S SILICA HLDGS INC	31,600	$1.029M	0.0%	$32.56	—	—	COM	90346E103
—	NCS MULTISTAGE HLDGS INC	68,100	$1.004M	0.0%	$14.74	—	—	COM	628877102
—	SMART & FINAL STORES INC	114,100	$976K	0.0%	$8.55	—	—	COM	83190B101
—	QAD INC	32,000	$976K	0.0%	$30.50	—	—	CL B	74727D207
MPLX	MPLX LP	27,300	$968K	0.0%	$35.46	—	—	COM UNIT REP LTP	55336V100
SNAP	SNAP INC	58,217	$851K	0.0%	$14.62	—	—	CL A	83304A106
ESPR	ESPERION THERAPEUTICS INC	12,900	$849K	0.0%	$65.81	—	—	COM	29664W105
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	7,385	$811K	0.0%	$109.82	—	—	COM	874054109
JD	JD COM INC	18,270	$757K	0.0%	$41.43	—	—	SPON ADR CL A	47215P106
SFM	SPROUTS FMRS MKT INC	30,000	$730K	0.0%	$24.33	—	—	COM	85208M102
HDB	HDFC BANK LTD	6,674	$679K	0.0%	$101.74	—	—	ADR REPS 3 SHS	40415F101
CHKP	CHECK POINT SOFTWARE TECH LT	6,500	$674K	0.0%	$103.69	—	—	ORD	M22465104
GLOB	GLOBANT S A	13,977	$649K	0.0%	$46.43	—	—	COM	L44385109
UA	UNDER ARMOUR INC	47,375	$631K	0.0%	$13.32	—	—	CL C	904311206
APAM	ARTISAN PARTNERS ASSET MGMT	15,874	$627K	0.0%	$39.50	—	—	CL A	04316A108
—	NEWFIELD EXPL CO	15,400	$486K	0.0%	$31.56	—	—	COM	651290108
—	AERIE PHARMACEUTICALS INC	7,351	$439K	0.0%	$59.72	—	—	COM	00771V108
—	CLOUDERA INC	24,839	$410K	0.0%	$16.51	—	—	COM	18914U100
OKTA	OKTA INC	15,556	$398K	0.0%	$25.58	—	—	CL A	679295105
BRK/A	BERKSHIRE HATHAWAY INC DEL	1	$298K	0.0%	$298000.00	—	—	CL A	084670108
MDB	MONGODB INC	10,000	$297K	0.0%	$29.70	—	—	CL A	60937P106
WTTR	SELECT ENERGY SVCS INC	15,500	$283K	0.0%	$18.26	—	—	CL A COM	81617J301
QCOM	QUALCOMM INC	4,000	$256K	0.0%	$64.00	—	—	COM	747525103
GS	GOLDMAN SACHS GROUP INC	800	$204K	0.0%	$255.00	—	—	COM	38141G104
PG	PROCTER & GAMBLE CO	1,796	$165K	0.0%	$91.87	—	—	COM	742718109
SJM	SMUCKER J M CO	251	$31,000	0.0%	$123.51	—	—	COM	832696405
HTT	QUDIAN INC	187	$2,000	0.0%	$10.70	—	—	ADR	747798106
CYH	COMMUNITY HEALTH SYS INC NEW	100	$0	0.0%	$0.00	—	—	COM	203668108