The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ISHARES TR ETF 464287408 16,012 140,200 SH   SOLE N/A 140,200 0 0
ISHARES TR RUS 464287630 16,208 128,900 SH   SOLE N/A 128,900 0 0
ISHARES TR 20 Y 464287432 2,153 16,975 SH   SOLE N/A 16,975 0 0
ISHARES TR BARC 464287440 2,067 19,575 SH   SOLE N/A 19,575 0 0
APPLE INC COM 037833100 35,505 209,800 SH   SOLE N/A 209,800 0 0
AMAZON COM INC COM 023135106 34,668 29,645 SH   SOLE N/A 29,645 0 0
SALESFORCE COM INC COM 79466L302 31,637 309,480 SH   SOLE N/A 309,480 0 0
MICROSOFT CORP COM 594918104 31,250 365,300 SH   SOLE N/A 365,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 28,410 187,697 SH   SOLE N/A 187,697 0 0
ALPHABET INC CAP 02079K305 27,026 25,655 SH   SOLE N/A 25,655 0 0
SYNOPSYS INC COM 871607107 26,652 312,700 SH   SOLE N/A 312,700 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,302 119,300 SH   SOLE N/A 119,300 0 0
ZOETIS INC CL A 98978V103 25,453 353,300 SH   SOLE N/A 353,300 0 0
MORGAN STANLEY COM 617446448 24,847 473,562 SH   SOLE N/A 473,562 0 0
FACEBOOK INC CL A 30303M102 24,805 140,575 SH   SOLE N/A 140,575 0 0
ABBOTT LABS COM 002824100 24,757 433,800 SH   SOLE N/A 433,800 0 0
COMERICA INC COM 200340107 24,230 279,100 SH   SOLE N/A 279,100 0 0
INGREDION INC COM 457187102 24,171 172,900 SH   SOLE N/A 172,900 0 0
HERSHEY CO COM 427866108 23,951 211,000 SH   SOLE N/A 211,000 0 0
INTUITIVE SURGICAL INC COM 46120E602 23,628 64,740 SH   SOLE N/A 64,740 0 0
BANK AMER CORP COM 060505104 21,851 740,200 SH   SOLE N/A 740,200 0 0
JPMORGAN CHASE AND CO COM 46625H100 21,794 203,800 SH   SOLE N/A 203,800 0 0
CAMDEN PPTY TR SH B 133131102 20,805 226,000 SH   SOLE N/A 226,000 0 0
CITIGROUP INC COM 172967424 20,716 278,400 SH   SOLE N/A 278,400 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 20,305 303,200 SH   SOLE N/A 303,200 0 0
NEXTERA ENERGY INC COM 65339F101 19,570 125,300 SH   SOLE N/A 125,300 0 0
PARKER HANNIFIN CORP COM 701094104 19,060 95,500 SH   SOLE N/A 95,500 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 18,795 171,210 SH   SOLE N/A 171,210 0 0
SUN CMNTYS INC COM 866674104 18,129 195,400 SH   SOLE N/A 195,400 0 0
ALBEMARLE CORP COM 012653101 17,816 139,300 SH   SOLE N/A 139,300 0 0
MICRON TECHNOLOGY INC COM 595112103 17,622 428,600 SH   SOLE N/A 428,600 0 0
NORFOLK SOUTHERN CORP COM 655844108 17,424 120,250 SH   SOLE N/A 120,250 0 0
STERLING BANCORP DEL COM 85917A100 17,285 702,525 SH   SOLE N/A 702,525 0 0
MATADOR RES CO COM 576485205 16,073 516,270 SH   SOLE N/A 516,270 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 15,911 97,400 SH   SOLE N/A 97,400 0 0
E TRADE FINANCIAL CORP COM 269246401 15,850 319,800 SH   SOLE N/A 319,800 0 0
HOME DEPOT INC COM 437076102 15,627 82,450 SH   SOLE N/A 82,450 0 0
PROGRESSIVE CORP OHIO COM 743315103 14,688 260,800 SH   SOLE N/A 260,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,548 47,400 SH   SOLE N/A 47,400 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,074 93,900 SH   SOLE N/A 93,900 0 0
HEALTHEQUITY INC COM 42226A107 13,915 298,200 SH   SOLE N/A 298,200 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 13,717 126,375 SH   SOLE N/A 126,375 0 0
PAYPAL HLDGS INC COM 70450Y103 12,868 174,800 SH   SOLE N/A 174,800 0 0
STANLEY BLACK AND DECKER INC COM 854502101 12,820 75,550 SH   SOLE N/A 75,550 0 0
NVR INC COM 62944T105 12,731 3,629 SH   SOLE N/A 3,629 0 0
ABBVIE INC COM 00287Y109 12,697 131,300 SH   SOLE N/A 131,300 0 0
ALTRIA GROUP INC COM 02209S103 12,600 176,450 SH   SOLE N/A 176,450 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 12,513 104,900 SH   SOLE N/A 104,900 0 0
VARONIS SYS INC COM 922280102 11,973 246,600 SH   SOLE N/A 246,600 0 0
PNC FINL SVCS GROUP INC COM 693475105 11,688 81,000 SH   SOLE N/A 81,000 0 0
PARSLEY ENERGY INC CL A 701877102 11,669 396,400 SH   SOLE N/A 396,400 0 0
WILLIAMS COS INC DEL COM 969457100 11,019 361,400 SH   SOLE N/A 361,400 0 0
HONEYWELL INTL INC COM 438516106 10,946 71,375 SH   SOLE N/A 71,375 0 0
SYNCHRONY FINL COM 87165B103 10,748 278,300 SH   SOLE N/A 278,300 0 0
CHEVRON CORP NEW COM 166764100 10,491 83,800 SH   SOLE N/A 83,800 0 0
GENERAL MTRS CO COM 37045V100 9,698 236,600 SH   SOLE N/A 236,600 0 0
GENERAL MTRS CO CALL 37045V100 697 17,000 SH Call SOLE N/A 17,000 0 0
NEWFIELD EXPL CO COM 651290108 10,316 327,200 SH   SOLE N/A 327,200 0 0
QUEST DIAGNOSTICS INC COM 74834L100 9,819 99,700 SH   SOLE N/A 99,700 0 0
DOLLAR TREE INC COM 256746108 9,315 86,800 SH   SOLE N/A 86,800 0 0
MOHAWK INDS INC COM 608190104 9,159 33,200 SH   SOLE N/A 33,200 0 0
ATHENE HLDG LTD CL A G0684D107 9,066 175,300 SH   SOLE N/A 175,300 0 0
AMERICAN ELEC PWR INC COM 025537101 8,548 116,200 SH   SOLE N/A 116,200 0 0
MCDONALDS CORP COM 580135101 8,470 49,200 SH   SOLE N/A 49,200 0 0
L BRANDS INC COM 501797104 8,197 136,100 SH   SOLE N/A 136,100 0 0
COCA COLA CO COM 191216100 8,168 178,000 SH   SOLE N/A 178,000 0 0
SHERWIN WILLIAMS CO COM 824348106 8,077 19,700 SH   SOLE N/A 19,700 0 0
TERADYNE INC COM 880770102 7,960 190,100 SH   SOLE N/A 190,100 0 0
DELTA AIR LINES INC DEL COM 247361702 7,850 140,175 SH   SOLE N/A 140,175 0 0
BWX TECHNOLOGIES INC COM 05605H100 7,698 127,250 SH   SOLE N/A 127,250 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 7,416 1,453,800 SH   SOLE N/A 1,453,800 0 0
FARMER BROS CO COM 307675108 7,175 223,200 SH   SOLE N/A 223,200 0 0
PURE STORAGE INC CL A 74624M102 7,131 449,500 SH   SOLE N/A 449,500 0 0
CME GROUP INC COM 12572Q105 7,128 48,800 SH   SOLE N/A 48,800 0 0
NVIDIA CORP COM 67066G104 7,091 36,643 SH   SOLE N/A 36,643 0 0
WASTE CONNECTIONS INC COM 94106B101 6,953 98,000 SH   SOLE N/A 98,000 0 0
L3 TECHNOLOGIES INC COM 502413107 6,886 34,800 SH   SOLE N/A 34,800 0 0
COSTAR GROUP INC COM 22160N109 6,585 22,175 SH   SOLE N/A 22,175 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 6,404 121,000 SH   SOLE N/A 121,000 0 0
CAL MAINE FOODS INC COM 128030202 6,387 143,700 SH   SOLE N/A 143,700 0 0
ENCANA CORP COM 292505104 6,208 465,600 SH   SOLE N/A 465,600 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,998 27,000 SH   SOLE N/A 27,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 5,784 91,900 SH   SOLE N/A 91,900 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 5,507 35,900 SH   SOLE N/A 35,900 0 0
SEA LTD ADR 81141R100 5,438 407,900 SH   SOLE N/A 407,900 0 0
WAL-MART STORES INC COM 931142103 5,382 54,500 SH   SOLE N/A 54,500 0 0
ORACLE CORP COM 68389X105 5,314 112,400 SH   SOLE N/A 112,400 0 0
INGEVITY CORP COM 45688C107 5,206 73,900 SH   SOLE N/A 73,900 0 0
SUMMIT MATLS INC CL A 86614U100 5,068 161,216 SH   SOLE N/A 161,216 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 4,780 200,390 SH   SOLE N/A 200,390 0 0
E L F BEAUTY INC COM 26856L103 4,739 212,400 SH   SOLE N/A 212,400 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,538 88,500 SH   SOLE N/A 88,500 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,203 48,500 SH   SOLE N/A 48,500 0 0
FORTINET INC COM 34959E109 4,085 93,500 SH   SOLE N/A 93,500 0 0
BURLINGTON STORES INC COM 122017106 3,898 31,700 SH   SOLE N/A 31,700 0 0
BAXTER INTL INC COM 071813109 3,502 54,200 SH   SOLE N/A 54,200 0 0
PRA HEALTH SCIENCES INC COM 69354M108 3,369 37,000 SH   SOLE N/A 37,000 0 0
OWENS CORNING NEW COM 690742101 3,310 36,000 SH   SOLE N/A 36,000 0 0
HYATT HOTELS CORP COM 448579102 3,221 43,800 SH   SOLE N/A 43,800 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,212 76,800 SH   SOLE N/A 76,800 0 0
T MOBILE US INC COM 872590104 3,208 50,500 SH   SOLE N/A 50,500 0 0
OSHKOSH CORP COM 688239201 3,189 35,100 SH   SOLE N/A 35,100 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 3,132 49,500 SH   SOLE N/A 49,500 0 0
BRASKEM S A ADR 105532105 2,886 109,900 SH   SOLE N/A 109,900 0 0
ASML HOLDING N V N Y N07059210 2,850 16,400 SH   SOLE N/A 16,400 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,817 31,100 SH   SOLE N/A 31,100 0 0
RSP PERMIAN INC COM 74978Q105 2,799 68,800 SH   SOLE N/A 68,800 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 2,761 190,400 SH   SOLE N/A 190,400 0 0
SAGE THERAPEUTICS INC COM 78667J108 2,667 16,200 SH   SOLE N/A 16,200 0 0
REINSURANCE GROUP AMER INC COM 759351604 2,605 16,700 SH   SOLE N/A 16,700 0 0
ICON PLC SHS G4705A100 2,590 23,100 SH   SOLE N/A 23,100 0 0
ARCH CAP GROUP LTD ORD G0450A105 2,559 28,200 SH   SOLE N/A 28,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 2,482 17,400 SH   SOLE N/A 17,400 0 0
HILL ROM HLDGS INC COM 431475102 2,445 29,000 SH   SOLE N/A 29,000 0 0
CHEMOURS CO COM 163851108 2,098 41,900 SH   SOLE N/A 41,900 0 0
VAIL RESORTS INC COM 91879Q109 2,060 9,700 SH   SOLE N/A 9,700 0 0
REXFORD INDL RLTY INC COM 76169C100 2,046 70,200 SH   SOLE N/A 70,200 0 0
GGP INC COM 36174X101 1,981 84,700 SH   SOLE N/A 84,700 0 0
DOLBY LABORATORIES INC COM 25659T107 1,959 31,600 SH   SOLE N/A 31,600 0 0
VANECK VECTORS ETF TR JR G 92189F791 1,754 51,400 SH   SOLE N/A 51,400 0 0
VANECK VECTORS ETF TR OIL 92189F718 203 7,800 SH   SOLE N/A 7,800 0 0
COHERENT INC COM 192479103 1,948 6,900 SH   SOLE N/A 6,900 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,943 8,500 SH   SOLE N/A 8,500 0 0
HAEMONETICS CORP COM 405024100 1,905 32,800 SH   SOLE N/A 32,800 0 0
FLOOR AND DECOR HLDGS INC CL A 339750101 1,884 38,700 SH   SOLE N/A 38,700 0 0
HEICO CORP NEW CL A 422806208 1,850 23,400 SH   SOLE N/A 23,400 0 0
AMDOCS LTD SHS G02602103 1,794 27,400 SH   SOLE N/A 27,400 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,711 18,200 SH   SOLE N/A 18,200 0 0
SUNOPTA INC COM 8676EP108 1,705 220,000 SH   SOLE N/A 220,000 0 0
ITT INC COM 45073V108 1,612 30,200 SH   SOLE N/A 30,200 0 0
FLIR SYS INC COM 302445101 1,605 34,400 SH   SOLE N/A 34,400 0 0
AVIS BUDGET GROUP COM 053774105 1,566 35,700 SH   SOLE N/A 35,700 0 0
BUNGE LIMITED COM G16962105 1,509 22,500 SH   SOLE N/A 22,500 0 0
COMMVAULT SYSTEMS INC COM 204166102 1,502 28,600 SH   SOLE N/A 28,600 0 0
MSA SAFETY INC COM 553498106 1,497 19,300 SH   SOLE N/A 19,300 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 1,489 7,400 SH   SOLE N/A 7,400 0 0
TEMPUR SEALY INTL INC PUT 88023U101 1,354 21,600 SH   SOLE N/A 21,600 0 0
JAMES RIV GROUP LTD COM G5005R107 1,352 33,800 SH   SOLE N/A 33,800 0 0
RALPH LAUREN CORP CL A 751212101 1,307 12,600 SH   SOLE N/A 12,600 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 1,272 59,200 SH   SOLE N/A 59,200 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 1,194 41,100 SH   SOLE N/A 41,100 0 0
MGIC INVT CORP WIS COM 552848103 1,173 83,100 SH   SOLE N/A 83,100 0 0
HOLOGIC INC COM 436440101 1,154 27,000 SH   SOLE N/A 27,000 0 0
CRAY INC COM 225223304 1,105 45,700 SH   SOLE N/A 45,700 0 0
TRANSDIGM GROUP INC COM 893641100 1,098 4,000 SH   SOLE N/A 4,000 0 0
KNOWLES CORP COM 49926D109 1,082 73,800 SH   SOLE N/A 73,800 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 907 92,600 SH   SOLE N/A 92,600 0 0
LINDBLAD EXPEDITIONS HLDGS I *W E 535219117 106 77,000 SH   SOLE N/A 77,000 0 0
SYNOVUS FINL CORP COM 87161C501 1,012 21,100 SH   SOLE N/A 21,100 0 0
HUDSON PAC PPTYS INC COM 444097109 919 26,800 SH   SOLE N/A 26,800 0 0
GLAUKOS CORP COM 377322102 839 32,700 SH   SOLE N/A 32,700 0 0
KORNIT DIGITAL LTD SHS M6372Q113 785 48,600 SH   SOLE N/A 48,600 0 0
UNITED FIRE GROUP INC COM 910340108 771 16,900 SH   SOLE N/A 16,900 0 0
LOGMEIN INC COM 54142L109 699 6,100 SH   SOLE N/A 6,100 0 0
EQUINIX INC COM 29444U700 590 1,300 SH   SOLE N/A 1,300 0 0
POWERSHARES QQQ TRUST PUT 73935A104 560 3,600 SH Put SOLE N/A 3,600 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 534 2,000 SH Put SOLE N/A 2,000 0 0
SNAP INC PUT 83304A106 522 35,700 SH Put SOLE N/A 35,700 0 0
ISHARES INC MSCI 464286772 510 6,800 SH   SOLE N/A 6,800 0 0
EXCHANGE TRADED CONCEPTS TR ROBO 301505707 483 11,700 SH   SOLE N/A 11,700 0 0
AZUL S A ADR 05501U106 482 20,200 SH   SOLE N/A 20,200 0 0
SPDR SERIES TRUST ETF 78464A730 413 11,100 SH   SOLE N/A 11,100 0 0
DCT INDUSTRIAL TRUST INC COM 233153204 353 6,000 SH   SOLE N/A 6,000 0 0
SK TELECOM LTD ADR 78440P108 269 9,700 SH   SOLE N/A 9,700 0 0
ALIBABA GROUP HLDG LTD SPON 01609W102 207 1,200 SH   SOLE N/A 1,200 0 0
AFFILIATED MANAGERS GROUP COM 008252108 169 825 SH   SOLE N/A 825 0 0
ALLSTATE CORP COM 020002101 167 1,600 SH   SOLE N/A 1,600 0 0
WOORI BK ADR 98105T104 134 3,000 SH   SOLE N/A 3,000 0 0
QTS RLTY TR INC COM 74736A103 119 2,200 SH   SOLE N/A 2,200 0 0
MARSH AND MCLENNAN COS INC COM 571748102 98 1,200 SH   SOLE N/A 1,200 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 8 75 SH   SOLE N/A 75 0 0