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 1,861 31,064 SH   DFND 1 31,064 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 209 5,430 SH   DFND 1 5,430 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 1,382 25,472 SH   DFND 1 25,472 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,494 13,404 SH   DFND 1 13,404 0 0
ALLSTATE CORP COM 020002101 733 7,728 SH   DFND 1 7,728 0 0
ALPHABET INC-CL A COM 02079K305 365 352 SH   DFND 1 352 0 0
ALTABA INC COM 021346101 2,094 28,286 SH   DFND 1 28,286 0 0
AMBARELLA INC COM G037AX101 587 11,981 SH   DFND 1 11,981 0 0
AMKOR TECHNOLOGY INC COM 031652100 113 11,148 SH   DFND 1 11,148 0 0
BANK OF NEW YORK MELLON CORP COM 064058100 2,880 55,882 SH   DFND 1 55,882 0 0
BB&T CORP COM 054937107 2,345 45,069 SH   DFND 1 45,069 0 0
BOSTON SCIENTIFIC CORP COM 101137107 2,425 88,752 SH   DFND 1 88,752 0 0
BOYD GAMING CORP COM 103304101 3,390 106,395 SH   DFND 1 106,395 0 0
BRINKER INTERNATIONAL INC COM 109641100 2,948 81,674 SH   DFND 1 81,674 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,577 24,935 SH   DFND 1 24,935 0 0
CARNIVAL CORP COM 143658300 1,842 28,088 SH   DFND 1 28,088 0 0
CATERPILLAR INC COM 149123101 1,288 8,742 SH   DFND 1 8,742 0 0
CELGENE CORP COM 151020104 1,261 14,136 SH   DFND 1 14,136 0 0
CHEESECAKE FACTORY INC/THE COM 163072101 2,560 53,082 SH   DFND 1 53,082 0 0
COMMSCOPE HOLDING CO INC COM 20337X109 1,772 44,333 SH   DFND 1 44,333 0 0
CREE INC COM 225447101 237 5,878 SH   DFND 1 5,878 0 0
CROWN HOLDINGS INC COM 228368106 4,685 92,315 SH   DFND 1 92,315 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 1,261 74,377 SH   DFND 1 74,377 0 0
DEL TACO RESTAURANTS INC COM 245496104 258 24,934 SH   DFND 1 24,934 0 0
DENNY'S CORP COM 24869P104 764 49,491 SH   DFND 1 49,491 0 0
DISH NETWORK CORP-A COM 25470M109 478 12,618 SH   DFND 1 12,618 0 0
ELDORADO RESORTS INC COM 28470R102 2,392 72,493 SH   DFND 1 72,493 0 0
FIRST SOLAR INC COM 336433107 938 13,216 SH   DFND 1 13,216 0 0
GCI LIBERTY INC - CLASS A COM 36164V305 1,322 25,011 SH   DFND 1 25,011 0 0
GENERAL MOTORS CO COM 37045V100 989 27,227 SH   DFND 1 27,227 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 513 6,350 SH   DFND 1 6,350 0 0
HASBRO INC COM 418056107 479 5,681 SH   DFND 1 5,681 0 0
HOLOGIC INC COM 436440101 482 12,914 SH   DFND 1 12,914 0 0
HONEYWELL INTERNATIONAL INC COM 438516106 1,731 11,978 SH   DFND 1 11,978 0 0
HOSTESS BRANDS INC COM 44109J106 1,421 96,053 SH   DFND 1 96,053 0 0
HUNTINGTON BANCSHARES INC COM 446150104 2,943 194,923 SH   DFND 1 194,923 0 0
IAC/INTERACTIVECORP COM 44919P508 3,889 24,870 SH   DFND 1 24,870 0 0
INPHI CORP COM 45772F107 333 11,068 SH   DFND 1 11,068 0 0
INTERNAP CORP COM 45885A409 678 61,660 SH   DFND 1 61,660 0 0
INTERNATIONAL GAME TECHNOLOG COM G4863A908 3,045 113,907 SH   DFND 1 113,907 0 0
INTERNATIONAL PAPER CO COM 460146103 3,689 69,041 SH   DFND 1 69,041 0 0
INTERSECT ENT INC COM 46071F103 871 22,175 SH   DFND 1 22,175 0 0
INTUITIVE SURGICAL INC COM 46120E602 379 917 SH   DFND 1 917 0 0
JACK IN THE BOX INC COM 466367109 3,038 35,603 SH   DFND 1 35,603 0 0
JELD-WEN HOLDING INC COM 47580P103 3,050 99,596 SH   DFND 1 99,596 0 0
KANSAS CITY SOUTHERN COM 485170302 4,061 36,967 SH   DFND 1 36,967 0 0
LAMB WESTON HOLDINGS INC COM 513272104 315 5,406 SH   DFND 1 5,406 0 0
LANCASTER COLONY CORP COM 513847103 215 1,750 SH   DFND 1 1,750 0 0
LENNAR CORP-A COM 526057104 2,977 50,504 SH   DFND 1 50,504 0 0
LENNAR CORP - B SHS COM 526057302 1,399 29,335 SH   DFND 1 29,335 0 0
LIBERTY MEDIA COR-SIRIUSXM A COM A SIRIUSXM 531229409 4,713 114,666 SH   DFND 1 114,666 0 0
LIONS GATE ENTERTAINMENT-A COM 535919401 1,108 42,899 SH   DFND 1 42,899 0 0
LUMENTUM HOLDINGS INC COM 55024U109 786 12,313 SH   DFND 1 12,313 0 0
MADISON SQUARE GARDEN CO- A COM 55825T103 1,312 5,337 SH   DFND 1 5,337 0 0
MERCK & CO. INC. COM 58933Y105 1,455 26,720 SH   DFND 1 26,720 0 0
METLIFE INC COM 59156R108 2,188 47,680 SH   DFND 1 47,680 0 0
NEVRO CORP COM 64157F103 544 6,282 SH   DFND 1 6,282 0 0
NEW YORK COMMUNITY BANCORP COM 649445103 1,491 114,437 SH   DFND 1 114,437 0 0
NUVASIVE INC COM 670704105 328 6,274 SH   DFND 1 6,274 0 0
OVERSTOCK.COM INC COM 690370101 423 11,682 SH   DFND 1 11,682 0 0
OWENS-ILLINOIS INC COM 690768403 2,638 121,793 SH   DFND 1 121,793 0 0
PACKAGING CORP OF AMERICA COM 695156109 1,926 17,088 SH   DFND 1 17,088 0 0
PANDORA MEDIA INC COM 698354107 487 96,846 SH   DFND 1 96,846 0 0
PAPA JOHN'S INTL INC COM 698813102 310 5,406 SH   DFND 1 5,406 0 0
PIONEER NATURAL RESOURCES CO COM 723787107 3,205 18,657 SH   DFND 1 18,657 0 0
PRINCIPAL FINANCIAL GROUP COM 74251V102 2,107 34,594 SH   DFND 1 34,594 0 0
QURATE RETAIL INC QVC GROUP COM 74915M100 1,046 41,551 SH   DFND 1 41,551 0 0
REXNORD CORP COM 76169B102 1,136 38,260 SH   DFND 1 38,260 0 0
RH COM 74967X103 1,314 13,792 SH   DFND 1 13,792 0 0
SAREPTA THERAPEUTICS INC COM 803607100 581 7,840 SH   DFND 1 7,840 0 0
SCORPIO BULKERS INC COM Y7388L103 3,046 432,097 SH   DFND 1 432,097 0 0
SEAWORLD ENTERTAINMENT INC COM 81282V100 155 10,479 SH   DFND 1 10,479 0 0
SHIRE PLC-ADR SPONSERED ADR 82481R106 862 5,771 SH   DFND 1 5,771 0 0
SIGNATURE BANK COM 82669G104 2,200 15,500 SH   DFND 1 15,500 0 0
SNAP INC - A COM 83304A106 682 42,955 SH   DFND 1 42,955 0 0
TABLEAU SOFTWARE INC-CL A COM 87336U105 688 8,508 SH   DFND 1 8,508 0 0
TESLA INC COM 88160R101 1,301 4,887 SH   DFND 1 4,887 0 0
TRINSEO SA COM L9340P101 2,959 39,960 SH   DFND 1 39,960 0 0
UNITED RENTALS INC COM 911363109 2,267 13,124 SH   DFND 1 13,124 0 0
VIASAT INC COM 92552V100 1,033 15,717 SH   DFND 1 15,717 0 0
VISA INC-CLASS A SHARES COM 92826C839 2,171 18,150 SH   DFND 1 18,150 0 0
WENDY'S CO/THE COM 95058W100 1,408 80,246 SH   DFND 1 80,246 0 0
XPO LOGISTICS INC COM 983793100 2,376 23,342 SH   DFND 1 23,342 0 0