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
ABBOTT LABORATORIES COM 002824100 1,565 27,428 SH   DFND 1 27,428 0 0
ABBVIE INC COM 00287Y109 1,513 15,640 SH   DFND 1 15,640 0 0
ADTRAN INC COM 00738A106 226 11,664 SH   DFND 1 11,664 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 421 7,053 SH   DFND 1 7,053 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,883 15,745 SH   DFND 1 15,745 0 0
ALLSTATE CORP COM 020002101 2,541 24,269 SH   DFND 1 24,269 0 0
ALTABA INC COM 021346101 3,218 46,071 SH   DFND 1 46,071 0 0
AMBARELLA INC COM G037AX101 557 9,473 SH   DFND 1 9,473 0 0
AON PLC COM G0408V102 1,834 13,683 SH   DFND 1 13,683 0 0
APPLIED MATERIALS INC COM 038222105 731 14,298 SH   DFND 1 14,298 0 0
ARTHUR J GALLAGHER & CO COM 363576109 2,020 31,922 SH   DFND 1 31,922 0 0
ASHLAND GLOBAL HOLDINGS INC COM 044186104 301 4,222 SH   DFND 1 4,222 0 0
BANDWIDTH INC-CLASS A COM 05988J103 248 10,741 SH   DFND 1 10,741 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 3,509 65,149 SH   DFND 1 65,149 0 0
BB&T CORP COM 054937107 2,286 45,982 SH   DFND 1 45,982 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,501 60,540 SH   DFND 1 60,540 0 0
BOYD GAMING CORP COM 103304101 3,380 133,203 SH   DFND 1 133,203 0 0
BRINKER INTERNATIONAL INC COM 109641100 2,124 75,188 SH   DFND 1 75,188 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,023 33,012 SH   DFND 1 33,012 0 0
CALIX INC COM 13100M509 163 27,472 SH   DFND 1 27,472 0 0
CAN IMPERIAL BK OF COMMERCE COM 136069101 1,724 17,695 SH   DFND 1 17,695 0 0
CANADIAN NATURAL RESOURCES COM 136385101 3,430 96,023 SH   DFND 1 96,023 0 0
CANADIAN PACIFIC RAILWAY LTD COM 13645T100 1,961 10,732 SH   DFND 1 10,732 0 0
CARNIVAL CORP COM 143658300 1,910 40,085 SH   DFND 1 40,085 0 0
CENTURYLINK INC COM 156700106 1,045 62,665 SH   DFND 1 62,665 0 0
CHEESECAKE FACTORY INC/THE COM 163072101 2,733 77,963 SH   DFND 1 77,963 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 612 2,116 SH   DFND 1 2,116 0 0
CISCO SYSTEMS INC COM 17275R102 1,104 28,832 SH   DFND 1 28,832 0 0
COMMSCOPE HOLDING CO INC COM 20337X109 1,483 39,200 SH   DFND 1 39,200 0 0
CONSTELLIUM NV- CLASS A CL A N22035104 179 16,090 SH   DFND 1 16,090 0 0
COSTAR GROUP INC COM 22160N109 1,505 5,069 SH   DFND 1 5,069 0 0
CREE INC COM 225447101 359 9,665 SH   DFND 1 9,665 0 0
CROWN HOLDINGS INC COM 228368106 4,473 79,519 SH   DFND 1 79,519 0 0
DAVE & BUSTER'S ENTERTAINMEN COM 238337109 1,163 21,089 SH   DFND 1 21,089 0 0
DEL TACO RESTAURANTS INC COM 245496104 1,082 119,825 SH   DFND 1 119,825 0 0
DELL TECHNOLOGIES INC-CL V COM CL V 24703L103 1,542 18,967 SH   DFND 1 18,967 0 0
DENNY'S CORP COM 24869P104 963 98,493 SH   DFND 1 98,493 0 0
DISH NETWORK CORP-A COM 25470M109 361 7,559 SH   DFND 1 7,559 0 0
EATON CORP PLC SHS G29183103 917 11,603 SH   DFND 1 11,603 0 0
ECHOSTAR CORP-A COM 278768106 758 12,662 SH   DFND 1 12,662 0 0
ELDORADO RESORTS INC COM 28470R102 3,222 134,722 SH   DFND 1 134,722 0 0
ELI LILLY & CO COM 532457108 793 9,389 SH   DFND 1 9,389 0 0
ENTERCOM COMMUNICATIONS-CL A COM 293639100 688 63,671 SH   DFND 1 63,671 0 0
EXPEDIA INC COM 30212P303 1,355 11,311 SH   DFND 1 11,311 0 0
FORTERRA INC COM 34960W106 1,084 97,652 SH   DFND 1 97,652 0 0
FRANKLIN RESOURCES INC COM 354613101 1,616 37,306 SH   DFND 1 37,306 0 0
GOODYEAR TIRE & RUBBER CO COM 382550101 1,979 61,264 SH   DFND 1 61,264 0 0
GW PHARMACEUTICALS -ADR ADS 36197T103 806 6,102 SH   DFND 1 6,102 0 0
HOSTESS BRANDS INC COM 44109J106 1,120 100,027 SH   DFND 1 100,027 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,890 198,509 SH   DFND 1 198,509 0 0
IAC/INTERACTIVECORP COM 44919P508 2,639 21,579 SH   DFND 1 21,579 0 0
INTERNAP CORP COM 45885A409 763 48,564 SH   DFND 1 48,564 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A908 2,493 128,266 SH   DFND 1 128,266 0 0
INTERSECT ENT INC COM 46071F103 284 8,774 SH   DFND 1 8,774 0 0
INTUITIVE SURGICAL INC COM 46120E602 248 679 SH   DFND 1 679 0 0
JACK IN THE BOX INC COM 466367109 2,014 20,527 SH   DFND 1 20,527 0 0
JAZZ PHARMACEUTICALS PLC COM G50871905 1,049 7,788 SH   DFND 1 7,788 0 0
JELD-WEN HOLDING INC COM 47580P103 3,025 76,826 SH   DFND 1 76,826 0 0
JUNIPER NETWORKS INC COM 48203R104 664 23,289 SH   DFND 1 23,289 0 0
KANSAS CITY SOUTHERN COM 485170302 4,738 45,029 SH   DFND 1 45,029 0 0
KAPSTONE PAPER AND PACKAGING COM 48562P103 2,468 108,773 SH   DFND 1 108,773 0 0
LANCASTER COLONY CORP COM 513847103 504 3,900 SH   DFND 1 3,900 0 0
LENNAR CORP - B SHS COM 526057302 202 3,915 SH   DFND 1 3,915 0 0
LENNAR CORP-A COM 526057104 3,481 55,043 SH   DFND 1 55,043 0 0
LIBERTY GLOBAL PLC-A COM G548OU104 1,453 40,548 SH   DFND 1 40,548 0 0
LIBERTY INTERACTIVE CORP Q-A COM 53071M104 1,147 46,958 SH   DFND 1 46,958 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 2,476 62,428 SH   DFND 1 62,428 0 0
LIONS GATE ENTERTAINMENT-A COM 535919401 1,303 38,526 SH   DFND 1 38,526 0 0
MARATHON PETROLEUM CORP COM 56585A102 513 7,768 SH   DFND 1 7,768 0 0
MARTIN MARIETTA MATERIALS COM 573284106 1,664 7,530 SH   DFND 1 7,530 0 0
MELCO RESORTS & ENTERT-ADR ADR 585464100 2,524 114,724 SH   DFND 1 114,724 0 0
NEVRO CORP COM 64157F103 492 7,124 SH   DFND 1 7,124 0 0
NEW YORK COMMUNITY BANCORP COM 649445103 1,515 116,389 SH   DFND 1 116,389 0 0
NEW YORK TIMES CO-A COM 650111107 554 29,955 SH   DFND 1 29,955 0 0
NOBLE ENERGY INC COM 655044105 2,032 69,727 SH   DFND 1 69,727 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 783 47,860 SH   DFND 1 47,860 0 0
NXP SEMICONDUCTORS NV COM N6596X109 377 3,219 SH   DFND 1 3,219 0 0
PACKAGING CORP OF AMERICA COM 695156109 3,577 29,676 SH   DFND 1 29,676 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 1,837 10,629 SH   DFND 1 10,629 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107 1,708 17,278 SH   DFND 1 17,278 0 0
QUALCOMM INC COM 747525103 1,471 22,975 SH   DFND 1 22,975 0 0
RED ROBIN GOURMET BURGERS COM 75689M101 915 16,231 SH   DFND 1 16,231 0 0
REXNORD CORP COM 76169B102 371 14,243 SH   DFND 1 14,243 0 0
RH COM 74967X103 779 9,040 SH   DFND 1 9,040 0 0
SAREPTA THERAPEUTICS INC COM 803607100 1,112 19,982 SH   DFND 1 19,982 0 0
SEAWORLD ENTERTAINMENT INC COM 81282V100 365 36,786 SH   DFND 1 36,786 0 0
SIGNATURE BANK COM 82669G104 2,167 15,785 SH   DFND 1 15,785 0 0
SNAP INC - A COM 83304A106 1,126 77,040 SH   DFND 1 77,040 0 0
TESLA INC COM 88160R101 1,045 3,355 SH   DFND 1 3,355 0 0
TIMKEN CO COM 887389104 1,984 40,362 SH   DFND 1 40,362 0 0
TRANSCANADA CORP COM 89353D107 3,824 78,628 SH   DFND 1 78,628 0 0
TRAVELERS COS INC/THE COM 89417E109 2,363 17,422 SH   DFND 1 17,422 0 0
TRI POINTE GROUP INC COM 87265H109 1,160 64,711 SH   DFND 1 64,711 0 0
TRINSEO SA SHS L9340P101 2,774 38,208 SH   DFND 1 38,208 0 0
TWITTER INC COM 90184L102 538 22,407 SH   DFND 1 22,407 0 0
UNION PAC CORP COM 907818108 1,690 12,600 SH Put DFND 1 12,600 0 0
UNITED RENTALS INC COM 911363109 1,938 11,276 SH   DFND 1 11,276 0 0
VIACOM INC-CLASS B COM 92553P201 541 17,553 SH   DFND 1 17,553 0 0
VODAFONE GROUP PLC-SP ADR SPONSORED ADR 92857W308 765 23,976 SH   DFND 1 23,976 0 0
VOYA FINANCIAL INC COM 929089100 1,455 29,421 SH   DFND 1 29,421 0 0
WENDY'S CO/THE COM 95058W100 1,935 160,496 SH   DFND 1 160,496 0 0
WESTROCK CO COM 96145D105 2,695 42,640 SH   DFND 1 42,640 0 0
WYNN RESORTS LTD COM 983134107 1,421 8,429 SH   DFND 1 8,429 0 0
XPO LOGISTICS INC COM 983793100 2,914 31,813 SH   DFND 1 31,813 0 0
ZAYO GROUP HOLDINGS INC COM 98919V105 1,309 35,574 SH   DFND 1 35,574 0 0
ZYNGA INC - CL A COM 98986T108 755 188,639 SH   DFND 1 188,639 0 0