The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 30,957 | 161,800 | SH | SOLE | 161,800 | 0 | 0 | ||
ACCENTURE PLC IRELAND SHS | CLASS A | G1151C101 | 21,734 | 181,300 | SH | SOLE | 181,300 | 0 | 0 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 26,690 | 535,300 | SH | SOLE | 535,300 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 24,686 | 189,700 | SH | SOLE | 189,700 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 34,989 | 324,482 | SH | SOLE | 324,482 | 0 | 0 | ||
ALLEGIANT TRAVEL CO | COM | 01748X102 | 26,650 | 166,300 | SH | SOLE | 166,300 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 23,139 | 26,100 | SH | SOLE | 26,100 | 0 | 0 | ||
AMDOCS LTD | SHS | G02602103 | 29,065 | 476,550 | SH | SOLE | 476,550 | 0 | 0 | ||
AMERICAN EAGLE OUTFITTERS NE | COM | 02553E106 | 16,816 | 1,198,600 | SH | SOLE | 1,198,600 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 29,564 | 415,400 | SH | SOLE | 415,400 | 0 | 0 | ||
APACHE CORP | COM | 037411105 | 17,899 | 348,300 | SH | SOLE | 348,300 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 27,880 | 716,700 | SH | SOLE | 716,700 | 0 | 0 | ||
AVERY DENNISON CORP | COM | 053611109 | 30,120 | 373,700 | SH | SOLE | 373,700 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 27,045 | 364,200 | SH | SOLE | 364,200 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 22,917 | 441,900 | SH | SOLE | 441,900 | 0 | 0 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 28,474 | 392,800 | SH | SOLE | 392,800 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 20,267 | 372,700 | SH | SOLE | 372,700 | 0 | 0 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 32,429 | 477,243 | SH | SOLE | 477,243 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 3,220 | 33,100 | SH | SOLE | 33,100 | 0 | 0 | ||
CELANESE CORP DEL | COM SER A | 150870103 | 3,226 | 35,900 | SH | SOLE | 35,900 | 0 | 0 | ||
CINEMARK HOLDINGS INC | COM | 17243V102 | 30,244 | 682,100 | SH | SOLE | 682,100 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 34,618 | 273,572 | SH | SOLE | 273,572 | 0 | 0 | ||
CLOROX CO DEL | COM | 189054109 | 22,908 | 169,900 | SH | SOLE | 169,900 | 0 | 0 | ||
COACH INC | COM | 189754104 | 22,066 | 533,900 | SH | SOLE | 533,900 | 0 | 0 | ||
COGNEX CORP | COM | 192422103 | 39,087 | 465,600 | SH | SOLE | 465,600 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 26,487 | 704,618 | SH | SOLE | 704,618 | 0 | 0 | ||
COMMVAULT SYSTEMS INC | COM | 204166102 | 27,681 | 544,900 | SH | SOLE | 544,900 | 0 | 0 | ||
CONSOL ENERGY INC | COM | 20854P109 | 18,097 | 1,078,500 | SH | SOLE | 1,078,500 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 29,698 | 177,102 | SH | SOLE | 177,102 | 0 | 0 | ||
BARD C R INC | COM | 067383109 | 34,025 | 136,900 | SH | SOLE | 136,900 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 21,998 | 257,200 | SH | SOLE | 257,200 | 0 | 0 | ||
DELUXE CORP | COM | 248019101 | 30,218 | 418,700 | SH | SOLE | 418,700 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 20,989 | 503,100 | SH | SOLE | 503,100 | 0 | 0 | ||
DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 29,672 | 1,020,000 | SH | SOLE | 1,020,000 | 0 | 0 | ||
DR PEPPER SNAPPLE GROUP INC | COM | 26138E109 | 30,757 | 314,100 | SH | SOLE | 314,100 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 33,540 | 374,667 | SH | SOLE | 374,667 | 0 | 0 | ||
ENERGEN CORP | COM | 29265N108 | 28,614 | 525,600 | SH | SOLE | 525,600 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 34,089 | 249,300 | SH | SOLE | 249,300 | 0 | 0 | ||
F5 NETWORKS INC | COM | 315616102 | 27,929 | 195,900 | SH | SOLE | 195,900 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 25,796 | 181,600 | SH | SOLE | 181,600 | 0 | 0 | ||
FACTSET RESH SYS INC | COM | 303075105 | 27,886 | 169,100 | SH | SOLE | 169,100 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 31,082 | 166,036 | SH | SOLE | 166,036 | 0 | 0 | ||
GRAND CANYON ED INC | COM | 38526M106 | 37,395 | 522,200 | SH | SOLE | 522,200 | 0 | 0 | ||
HASBRO INC | COM | 418056107 | 32,152 | 322,100 | SH | SOLE | 322,100 | 0 | 0 | ||
HEICO CORP NEW | COM | 422806109 | 34,400 | 394,500 | SH | SOLE | 394,500 | 0 | 0 | ||
SCHEIN HENRY INC | COM | 806407102 | 30,195 | 177,649 | SH | SOLE | 177,649 | 0 | 0 | ||
HOLOGIC INC | COM | 436440101 | 30,806 | 724,000 | SH | SOLE | 724,000 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 27,168 | 185,027 | SH | SOLE | 185,027 | 0 | 0 | ||
HORMEL FOODS CORP | COM | 440452100 | 26,866 | 775,800 | SH | SOLE | 775,800 | 0 | 0 | ||
HUNTINGTON INGALLS INDS INC | COM | 446413106 | 32,014 | 159,880 | SH | SOLE | 159,880 | 0 | 0 | ||
IDEXX LABS INC | COM | 45168D104 | 40,106 | 259,400 | SH | SOLE | 259,400 | 0 | 0 | ||
INTL PAPER CO | COM | 460146103 | 21,774 | 428,800 | SH | SOLE | 428,800 | 0 | 0 | ||
INTUIT | COM | 461202103 | 22,108 | 190,600 | SH | SOLE | 190,600 | 0 | 0 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 30,658 | 329,300 | SH | SOLE | 329,300 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 22,705 | 182,300 | SH | SOLE | 182,300 | 0 | 0 | ||
KAR AUCTION SVCS INC | COM | 48238T109 | 28,075 | 642,900 | SH | SOLE | 642,900 | 0 | 0 | ||
KENNAMETAL INC | COM | 489170100 | 31,592 | 805,300 | SH | SOLE | 805,300 | 0 | 0 | ||
LEGGETT & PLATT INC | COM | 524660107 | 29,699 | 590,200 | SH | SOLE | 590,200 | 0 | 0 | ||
LENNOX INTL INC | COM | 526107107 | 33,008 | 197,300 | SH | SOLE | 197,300 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 24,359 | 296,300 | SH | SOLE | 296,300 | 0 | 0 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 26,915 | 56,200 | SH | SOLE | 56,200 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 23,433 | 355,800 | SH | SOLE | 355,800 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 33,524 | 364,000 | SH | SOLE | 364,000 | 0 | 0 | ||
MRC GLOBAL INC | COM | 55345K103 | 26,738 | 1,458,700 | SH | SOLE | 1,458,700 | 0 | 0 | ||
MSC INDL DIRECT INC | CL A | 553530106 | 31,640 | 307,900 | SH | SOLE | 307,900 | 0 | 0 | ||
NABORS INDUSTRIES LTD | SHS | G6359F103 | 26,034 | 1,991,900 | SH | SOLE | 1,991,900 | 0 | 0 | ||
NAVISTAR INTL CORP NEW | COM | 63934E108 | 25,368 | 1,030,400 | SH | SOLE | 1,030,400 | 0 | 0 | ||
NETAPP INC | COM | 64110D104 | 31,228 | 746,200 | SH | SOLE | 746,200 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 36,096 | 127,100 | SH | SOLE | 127,100 | 0 | 0 | ||
NORDSON CORP | COM | 655663102 | 30,378 | 247,300 | SH | SOLE | 247,300 | 0 | 0 | ||
NORDSTROM INC | COM | 655664100 | 18,842 | 404,600 | SH | SOLE | 404,600 | 0 | 0 | ||
NUCOR CORP | COM | 670346105 | 27,573 | 461,700 | SH | SOLE | 461,700 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 33,964 | 311,800 | SH | SOLE | 311,800 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 21,209 | 78,600 | SH | SOLE | 78,600 | 0 | 0 | ||
PARKER HANNIFIN CORP | COM | 701094104 | 23,391 | 145,900 | SH | SOLE | 145,900 | 0 | 0 | ||
PAYCHEX INC | COM | 704326107 | 28,425 | 482,600 | SH | SOLE | 482,600 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 18,848 | 328,700 | SH | SOLE | 328,700 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 29,469 | 794,100 | SH | SOLE | 794,100 | 0 | 0 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 3,230 | 32,900 | SH | SOLE | 32,900 | 0 | 0 | ||
QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 30,014 | 372,700 | SH | SOLE | 372,700 | 0 | 0 | ||
RED HAT INC | COM | 756577102 | 31,590 | 365,200 | SH | SOLE | 365,200 | 0 | 0 | ||
REPUBLIC SVCS INC | COM | 760759100 | 30,758 | 489,700 | SH | SOLE | 489,700 | 0 | 0 | ||
ROSS STORES INC | COM | 778296103 | 21,638 | 328,500 | SH | SOLE | 328,500 | 0 | 0 | ||
RPM INTL INC | COM | 749685103 | 29,782 | 541,200 | SH | SOLE | 541,200 | 0 | 0 | ||
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 23,351 | 508,400 | SH | SOLE | 508,400 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 23,761 | 76,600 | SH | SOLE | 76,600 | 0 | 0 | ||
SMITH A O | COM | 831865209 | 29,422 | 575,100 | SH | SOLE | 575,100 | 0 | 0 | ||
SOUTHWESTERN ENERGY CO | COM | 845467109 | 22,264 | 2,725,100 | SH | SOLE | 2,725,100 | 0 | 0 | ||
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 30,179 | 217,100 | SH | SOLE | 217,100 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 23,111 | 395,800 | SH | SOLE | 395,800 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 35,344 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
SYSCO CORP | COM | 871829107 | 20,550 | 395,800 | SH | SOLE | 395,800 | 0 | 0 | ||
TECHNIPFMC PLC | COM | G87110105 | 27,355 | 841,700 | SH | SOLE | 841,700 | 0 | 0 | ||
TELEFLEX INC | COM | 879369106 | 35,162 | 181,500 | SH | SOLE | 181,500 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 33,384 | 414,400 | SH | SOLE | 414,400 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 27,711 | 622,300 | SH | SOLE | 622,300 | 0 | 0 | ||
TIMKEN CO | COM | 887389104 | 30,352 | 671,500 | SH | SOLE | 671,500 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 29,899 | 378,085 | SH | SOLE | 378,085 | 0 | 0 | ||
TORO CO | COM | 891092108 | 33,885 | 542,500 | SH | SOLE | 542,500 | 0 | 0 | ||
TRACTOR SUPPLY CO | COM | 892356106 | 19,919 | 288,800 | SH | SOLE | 288,800 | 0 | 0 | ||
TRINITY INDS INC | COM | 896522109 | 27,806 | 1,047,300 | SH | SOLE | 1,047,300 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 22,349 | 211,000 | SH | SOLE | 211,000 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 20,366 | 189,803 | SH | SOLE | 189,803 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 32,808 | 200,035 | SH | SOLE | 200,035 | 0 | 0 | ||
VANTIV INC | CL A | 92210H105 | 26,155 | 407,900 | SH | SOLE | 407,900 | 0 | 0 | ||
VCA INC | COM | 918194101 | 35,621 | 389,300 | SH | SOLE | 389,300 | 0 | 0 | ||
VISA INC COM | CL A | 92826C839 | 22,920 | 257,900 | SH | SOLE | 257,900 | 0 | 0 | ||
VMWARE INC CL A | COM | 928563402 | 22,934 | 248,900 | SH | SOLE | 248,900 | 0 | 0 | ||
WATERS CORP | COM | 941848103 | 29,292 | 187,400 | SH | SOLE | 187,400 | 0 | 0 | ||
XILINX INC | COM | 983919101 | 28,320 | 489,200 | SH | SOLE | 489,200 | 0 | 0 | ||
YANDEX N V SHS | CLASS A | N97284108 | 34,213 | 1,560,100 | SH | SOLE | 1,560,100 | 0 | 0 |