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 |
ACCENTURE PLC IRELAND SHS | CLASS A | G1151C101 | 26,047 | 210,600 | SH | SOLE | 210,600 | 0 | 0 | ||
ACTIVISION BLIZZARD INC | COM | 00507V109 | 31,214 | 542,200 | SH | SOLE | 542,200 | 0 | 0 | ||
ADOBE SYS INC | COM | 00724F101 | 27,015 | 191,000 | SH | SOLE | 191,000 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 47,453 | 336,782 | SH | SOLE | 336,782 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 27,491 | 28,400 | SH | SOLE | 28,400 | 0 | 0 | ||
AMPHENOL CORP NEW | CL A | 032095101 | 34,747 | 470,700 | SH | SOLE | 470,700 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 24,561 | 315,700 | SH | SOLE | 315,700 | 0 | 0 | ||
APACHE CORP | COM | 037411105 | 23,989 | 500,500 | SH | SOLE | 500,500 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 29,483 | 713,700 | SH | SOLE | 713,700 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 36,384 | 242,900 | SH | SOLE | 242,900 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 28,581 | 472,100 | SH | SOLE | 472,100 | 0 | 0 | ||
BEST BUY INC | COM | 086516101 | 28,665 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 25,905 | 131,000 | SH | SOLE | 131,000 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 26,138 | 469,100 | SH | SOLE | 469,100 | 0 | 0 | ||
BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | 39,657 | 524,843 | SH | SOLE | 524,843 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 37,035 | 402,600 | SH | SOLE | 402,600 | 0 | 0 | ||
CARNIVAL CORP | UNIT 99/99/9999 | 143658300 | 27,710 | 422,600 | SH | SOLE | 422,600 | 0 | 0 | ||
CELANESE CORP DEL | COM SER A | 150870103 | 39,305 | 414,000 | SH | SOLE | 414,000 | 0 | 0 | ||
CERNER CORP | COM | 156782104 | 27,977 | 420,900 | SH | SOLE | 420,900 | 0 | 0 | ||
CINEMARK HOLDINGS INC | COM | 17243V102 | 34,386 | 885,100 | SH | SOLE | 885,100 | 0 | 0 | ||
CINTAS CORP | COM | 172908105 | 37,506 | 297,572 | SH | SOLE | 297,572 | 0 | 0 | ||
COGNEX CORP | COM | 192422103 | 36,346 | 428,100 | SH | SOLE | 428,100 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 29,230 | 751,018 | SH | SOLE | 751,018 | 0 | 0 | ||
COMMVAULT SYSTEMS INC | COM | 204166102 | 36,382 | 644,500 | SH | SOLE | 644,500 | 0 | 0 | ||
CONSOL ENERGY INC | COM | 20854P109 | 23,196 | 1,552,600 | SH | SOLE | 1,552,600 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 33,314 | 208,302 | SH | SOLE | 208,302 | 0 | 0 | ||
BARD C R INC | COM | 067383109 | 43,465 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
DANAHER CORP DEL | COM | 235851102 | 25,207 | 298,700 | SH | SOLE | 298,700 | 0 | 0 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 20,077 | 628,000 | SH | SOLE | 628,000 | 0 | 0 | ||
DISCOVERY COMMUNICATNS NEW | COM SER A | 25470F104 | 34,940 | 1,352,700 | SH | SOLE | 1,352,700 | 0 | 0 | ||
DR PEPPER SNAPPLE GROUP INC | COM | 26138E109 | 34,221 | 375,600 | SH | SOLE | 375,600 | 0 | 0 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 40,054 | 378,867 | SH | SOLE | 378,867 | 0 | 0 | ||
ENERGEN CORP | COM | 29265N108 | 32,248 | 653,200 | SH | SOLE | 653,200 | 0 | 0 | ||
EQUIFAX INC | COM | 294429105 | 37,777 | 274,900 | SH | SOLE | 274,900 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 29,335 | 194,300 | SH | SOLE | 194,300 | 0 | 0 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 34,956 | 176,456 | SH | SOLE | 176,456 | 0 | 0 | ||
GRAND CANYON ED INC | COM | 38526M106 | 39,856 | 508,300 | SH | SOLE | 508,300 | 0 | 0 | ||
HEICO CORP NEW | COM | 422806109 | 37,667 | 524,323 | SH | SOLE | 524,323 | 0 | 0 | ||
HOLOGIC INC | COM | 436440101 | 35,569 | 783,800 | SH | SOLE | 783,800 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 29,902 | 194,927 | SH | SOLE | 194,927 | 0 | 0 | ||
HUNTINGTON INGALLS INDS INC | COM | 446413106 | 34,030 | 182,800 | SH | SOLE | 182,800 | 0 | 0 | ||
IDEXX LABS INC | COM | 45168D104 | 38,483 | 238,400 | SH | SOLE | 238,400 | 0 | 0 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 26,917 | 187,900 | SH | SOLE | 187,900 | 0 | 0 | ||
INTUIT | COM | 461202103 | 27,943 | 210,400 | SH | SOLE | 210,400 | 0 | 0 | ||
HENRY JACK & ASSOC INC | COM | 426281101 | 36,313 | 349,600 | SH | SOLE | 349,600 | 0 | 0 | ||
KENNAMETAL INC | COM | 489170100 | 33,293 | 889,700 | SH | SOLE | 889,700 | 0 | 0 | ||
KLA-TENCOR CORP | COM | 482480100 | 32,559 | 355,800 | SH | SOLE | 355,800 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 26,900 | 190,200 | SH | SOLE | 190,200 | 0 | 0 | ||
LEAR CORP | COM NEW | 521865204 | 34,540 | 243,100 | SH | SOLE | 243,100 | 0 | 0 | ||
LEGGETT & PLATT INC | COM | 524660107 | 35,053 | 667,300 | SH | SOLE | 667,300 | 0 | 0 | ||
LENNOX INTL INC | COM | 526107107 | 38,950 | 212,100 | SH | SOLE | 212,100 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 24,554 | 316,700 | SH | SOLE | 316,700 | 0 | 0 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 35,755 | 294,400 | SH | SOLE | 294,400 | 0 | 0 | ||
MERCADOLIBRE INC | COM | 58733R102 | 42,599 | 169,800 | SH | SOLE | 169,800 | 0 | 0 | ||
METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 33,959 | 57,700 | SH | SOLE | 57,700 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 26,111 | 378,800 | SH | SOLE | 378,800 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 38,117 | 395,400 | SH | SOLE | 395,400 | 0 | 0 | ||
MRC GLOBAL INC | COM | 55345K103 | 33,289 | 2,015,100 | SH | SOLE | 2,015,100 | 0 | 0 | ||
MSC INDL DIRECT INC | CL A | 553530106 | 35,931 | 418,000 | SH | SOLE | 418,000 | 0 | 0 | ||
NABORS INDUSTRIES LTD | SHS | G6359F103 | 26,672 | 3,276,700 | SH | SOLE | 3,276,700 | 0 | 0 | ||
NAVISTAR INTL CORP NEW | COM | 63934E108 | 35,702 | 1,361,100 | SH | SOLE | 1,361,100 | 0 | 0 | ||
NETAPP INC | COM | 64110D104 | 34,295 | 856,300 | SH | SOLE | 856,300 | 0 | 0 | ||
NETEASE INC | SPONSORED ADR | 64110W102 | 40,976 | 136,300 | SH | SOLE | 136,300 | 0 | 0 | ||
NORDSON CORP | COM | 655663102 | 34,916 | 287,800 | SH | SOLE | 287,800 | 0 | 0 | ||
NORDSTROM INC | COM | 655664100 | 29,846 | 624,000 | SH | SOLE | 624,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 36,371 | 251,600 | SH | SOLE | 251,600 | 0 | 0 | ||
OAKTREE CAP GROUP LLC UNIT | CL A | 674001201 | 34,596 | 742,400 | SH | SOLE | 742,400 | 0 | 0 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 24,565 | 112,300 | SH | SOLE | 112,300 | 0 | 0 | ||
PARKER HANNIFIN CORP | COM | 701094104 | 26,418 | 165,300 | SH | SOLE | 165,300 | 0 | 0 | ||
QUANTA SVCS INC | COM | 74762E102 | 34,652 | 1,052,600 | SH | SOLE | 1,052,600 | 0 | 0 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 40,885 | 367,800 | SH | SOLE | 367,800 | 0 | 0 | ||
QUINTILES IMS HOLDINGS INC | COM | 74876Y101 | 36,570 | 408,600 | SH | SOLE | 408,600 | 0 | 0 | ||
REPUBLIC SVCS INC | COM | 760759100 | 34,701 | 544,500 | SH | SOLE | 544,500 | 0 | 0 | ||
ROPER TECHNOLOGIES INC | COM | 776696106 | 36,767 | 158,800 | SH | SOLE | 158,800 | 0 | 0 | ||
RPM INTL INC | COM | 749685103 | 34,263 | 628,100 | SH | SOLE | 628,100 | 0 | 0 | ||
SANMINA CORPORATION | COM | 801056102 | 36,256 | 951,600 | SH | SOLE | 951,600 | 0 | 0 | ||
SCRIPPS NETWORKS INTERACT IN CL A | COM | 811065101 | 36,286 | 531,200 | SH | SOLE | 531,200 | 0 | 0 | ||
SEAGATE TECHNOLOGY PLC | SHS | G7945M107 | 23,738 | 612,600 | SH | SOLE | 612,600 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 28,322 | 80,700 | SH | SOLE | 80,700 | 0 | 0 | ||
SPECTRUM BRANDS HLDGS INC | COM | 84763R101 | 31,735 | 253,800 | SH | SOLE | 253,800 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 24,735 | 424,200 | SH | SOLE | 424,200 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 37,202 | 510,100 | SH | SOLE | 510,100 | 0 | 0 | ||
SYSCO CORP | COM | 871829107 | 24,752 | 491,800 | SH | SOLE | 491,800 | 0 | 0 | ||
TECHNIPFMC PLC | COM | G87110105 | 30,850 | 1,134,200 | SH | SOLE | 1,134,200 | 0 | 0 | ||
TELEFLEX INC | COM | 879369106 | 36,420 | 175,300 | SH | SOLE | 175,300 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 32,468 | 1,081,200 | SH | SOLE | 1,081,200 | 0 | 0 | ||
TEXAS INSTRS INC | COM | 882508104 | 27,618 | 359,000 | SH | SOLE | 359,000 | 0 | 0 | ||
TEXAS ROADHOUSE INC | COM | 882681109 | 37,555 | 737,100 | SH | SOLE | 737,100 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 33,522 | 464,485 | SH | SOLE | 464,485 | 0 | 0 | ||
TORO CO | COM | 891092108 | 38,976 | 562,500 | SH | SOLE | 562,500 | 0 | 0 | ||
TRINITY INDS INC | COM | 896522109 | 36,546 | 1,303,800 | SH | SOLE | 1,303,800 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 31,639 | 170,635 | SH | SOLE | 170,635 | 0 | 0 | ||
VANTIV INC | CL A | 92210H105 | 28,756 | 454,000 | SH | SOLE | 454,000 | 0 | 0 | ||
VISA INC COM | CL A | 92826C839 | 35,318 | 376,600 | SH | SOLE | 376,600 | 0 | 0 | ||
VMWARE INC CL A | COM | 928563402 | 24,209 | 276,900 | SH | SOLE | 276,900 | 0 | 0 | ||
WOODWARD INC | COM | 980745103 | 34,344 | 508,200 | SH | SOLE | 508,200 | 0 | 0 | ||
ZOETIS INC | CL A | 98978V103 | 28,801 | 461,700 | SH | SOLE | 461,700 | 0 | 0 |