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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3-D SYS CORP DELCOM NEW88554D2054,561241,300SH SOLE 241,30000
58 COM INCSPON ADR REP A31680Q10449,762676,110SH SOLE 676,11000
ALICO INCCOM01623010412,393366,664SH SOLE 366,66400
ALPHABET INCCAP STK CL C02079K107183,478153,735SH SOLE 153,73500
ALPHABET INCCAP STK CL A02079K30512,21010,115SH SOLE 10,11500
AMERICAN INTL GROUP INCCOM NEW0268747844,93592,700SH SOLE 92,70000
AMERICAN SUPERCONDUCTOR CORPSHS NEW03011120721631,100SH SOLE 31,10000
APPTIO INCCL A03835C10810,905295,036SH SOLE 295,03600
AQUAVENTURE HLDGS LTDSHSG0443N1071,860102,952SH SOLE 102,95200
ARROW ELECTRS INCCOM04273510072,050977,350SH SOLE 977,35000
ATHENE HLDG LTDCL AG0684D10779,0011,529,240SH SOLE 1,529,24000
AWARE INC MASSCOM05453N1008924,600SH SOLE 24,60000
BAIDU INCSPON ADR REP A05675210854,003236,150SH SOLE 236,15000
BEACON ROOFING SUPPLY INCCOM0736851099,359258,600SH SOLE 258,60000
BIOGEN INCCOM09062X103121,380343,550SH SOLE 343,55000
BOOKING HLDGS INCCOM09857L10867,72434,135SH SOLE 34,13500
C&J ENERGY SVCS INC NEWCOM12674R10013,077628,690SH SOLE 628,69000
CANADIAN NAT RES LTDCOM136385101103,1853,160,592SH SOLE 3,160,59200
CAPITAL ONE FINL CORPCOM14040H10568,382720,340SH SOLE 720,34000
CAPSTONE TURBINE CORPCOM NEW14067D409275274,742SH SOLE 274,74200
CASTLIGHT HEALTH INCCL B14862Q1001,899703,487SH SOLE 703,48700
CDW CORPCOM12514G10875,143845,060SH SOLE 845,06000
CELANESE CORP DELCOM150870103413,9863,631,460SH SOLE 3,631,46000
CEMEX SAB DE CVSPON ADR NEW15129088923,8523,388,032SH SOLE 3,388,03200
CENTENE CORP DELCOM15135B101103,069711,900SH SOLE 711,90000
CHIPOTLE MEXICAN GRILL INCCOM16965610512,77228,100SH SOLE 28,10000
CIGNA CORPORATIONCOM12550910947,952230,260SH SOLE 230,26000
CITIGROUP INCCOM NEW17296742469,686971,375SH SOLE 971,37500
COEUR MNG INCCOM NEW1921085045,4291,018,543SH SOLE 1,018,54300
COTT CORP QUECOM22163N10621,7301,345,500SH SOLE 1,345,50000
COVANTA HLDG CORPCOM22282E10220,0111,231,460SH SOLE 1,231,46000
CRH PLCADR12626K20325,120767,730SH SOLE 767,73000
CROCS INCCOM2270461092,235105,000SH SOLE 105,00000
DARLING INGREDIENTS INCCOM23726610131,3601,623,189SH SOLE 1,623,18900
DAVITA INCCOM23918K10826,754373,500SH SOLE 373,50000
DELTA AIR LINES INC DELCOM NEW24736170251,011882,080SH SOLE 882,08000
EASTMAN CHEM COCOM27743210024,526256,230SH SOLE 256,23000
ELECTRONIC ARTS INCCOM2855121092,81023,320SH SOLE 23,32000
ELECTRONICS FOR IMAGING INCCOM2860821022,88984,773SH SOLE 84,77300
EMCORE CORPCOM NEW29084620313027,405SH SOLE 27,40500
ENTEGRIS INCCOM29362U104240,2038,297,160SH SOLE 8,297,16000
ETHAN ALLEN INTERIORS INCCOM2976021047,213347,633SH SOLE 347,63300
EXPRESS SCRIPTS HLDG COCOM30219G10818,422193,900SH SOLE 193,90000
FACEBOOK INCCL A30303M1028,85053,810SH SOLE 53,81000
FTD COS INCCOM30281V1085,3012,015,427SH SOLE 2,015,42700
GAMESTOP CORP NEWCL A36467W1091,44194,400SH SOLE 94,40000
GENESCO INCCOM3715321021,46531,100SH SOLE 31,10000
GILEAD SCIENCES INCCOM37555810311,092143,660SH SOLE 143,66000
GRAN TIERRA ENERGY INCCOM38500T101246,13361,664,806SH SOLE 64,664,80600
GRANA Y MONTERO S A ASPONSORED ADS38500P208563208,358SH SOLE 208,35800
HARLEY DAVIDSON INCCOM4128221081,18226,100SH SOLE 26,10000
HUAZHU GROUP LTDSPONSORED ADS44332N1062,14366,336SH SOLE 66,33600
HUDBAY MINERALS INCCOM443628102147,71229,194,500SH SOLE 29,194,50000
IAC INTERACTIVECORPCOM44919P50818,80086,750SH SOLE 86,75000
IMPERIAL OIL LTDCOM NEW4530384082,36173,000SH SOLE 73,00000
IMPINJ INCCOM45320410915,177611,500SH SOLE 611,50000
JPMORGAN CHASE & COCOM46625H10015,468137,080SH SOLE 137,08000
KIMCO RLTY CORPCOM49446R10914,212849,000SH SOLE 849,00000
LAM RESEARCH CORPCOM51280710826,042171,670SH SOLE 171,67000
LENNAR CORPCL A52605710421,129452,546SH SOLE 452,54600
LIBERTY OILFIELD SVCS INCCOM CL A53115L10494,8384,396,738SH SOLE 4,396,73800
LIVE NATION ENTERTAINMENT INCOM53803410912,676232,710SH SOLE 232,71000
LKQ CORPCOM50188920832,7131,032,940SH SOLE 1,032,94000
LOGMEIN INCCOM54142L1095,67663,700SH SOLE 63,70000
LYON WILLIAM HOMESCL A NEW55207470055,3713,484,627SH SOLE 3,484,62700
MAKEMYTRIP LIMITED MAURITIUSSHSV5633W10920,827758,741SH SOLE 758,74100
MCDERMOTT INTL INCCOM5800377033,003162,919SH SOLE 162,91900
MGM RESORTS INTERNATIONALCOM55295310156,3122,017,620SH SOLE 2,017,62000
MYLAN N VSHS EURON5946510941,9421,145,950SH SOLE 1,145,95000
NATURAL GROCERS BY VITAMIN CCOM63888U10813,232783,418SH SOLE 783,41800
NOMAD FOODS LTDUSD ORD SHSG6564A10553,7882,654,880SH SOLE 2,654,88000
NORWEGIAN CRUISE LINE HLDG LSHSG6672110429,768518,340SH SOLE 518,34000
NUANCE COMMUNICATIONS INCCOM67020Y10028,4381,641,900SH SOLE 1,641,90000
NUTRI SYS INC NEWCOM67069D1081,51941,000SH SOLE 41,00000
OASIS PETE INC NEWCOM674215108203,42814,346,100SH SOLE 14,346,10000
OBSIDIAN ENERGY LTDCOM6744821041,1971,260,081SH SOLE 1,260,08100
OVASCIENCE INCCOM69014Q101585801,345SH SOLE 801,34500
PENN VA CORP NEWCOM70788V10215,705195,000SH SOLE 195,00000
R1 RCM INCCOM74939710511,2961,111,800SH SOLE 1,111,80000
REALOGY HLDGS CORPCOM75605Y1068,110392,950SH SOLE 392,95000
RED ROBIN GOURMET BURGERS INCOM75689M1014,139103,095SH SOLE 103,09500
SEACHANGE INTL INCCOM8116991076838,180SH SOLE 38,18000
SEARS HLDGS CORPCOM812350106467482,468SH SOLE 482,46800
SHIRE PLCSPONSORED ADR82481R10634,606190,910SH SOLE 190,91000
SNAP INCCL A83304A106883104,100SH SOLE 104,10000
ST JOE COCOM7901481003,299196,374SH SOLE 196,37400
SUMMIT MATLS INCCL A86614U1008,517468,485SH SOLE 468,48500
TECK RESOURCES LTDCL B878742204162,6716,749,820SH SOLE 6,749,82000
TEMPUR SEALY INTL INCCOM88023U1011,92636,400SH SOLE 36,40000
TORONTO DOMINION BK ONTCOM NEW8911605092413,960SH SOLE 3,96000
TRILOGY METALS INC NEWCOM89621C105686342,775SH SOLE 342,77500
TRUEBLUE INCCOM89785X10133,8741,300,363SH SOLE 1,300,36300
U S CONCRETE INCCOM NEW90333L20118,542404,410SH SOLE 404,41000
UNDER ARMOUR INCCL A9043111079,403443,100SH SOLE 443,10000
UNDER ARMOUR INCCL C90431120612,155624,596SH SOLE 624,59600
VIAD CORPCOM NEW92552R40633,020557,295SH SOLE 557,29500
VITAMIN SHOPPE INCCOM92849E10111,4981,149,765SH SOLE 1,149,76500
VMWARE INCCL A COM92856340221,822139,830SH SOLE 139,83000
WALGREENS BOOTS ALLIANCE INCCOM93142710836,925506,520SH SOLE 506,52000
WESTROCK COCOM96145D10527,509514,760SH SOLE 514,76000
WHITING PETE CORP NEWCOM NEW966387409104,7951,975,775SH SOLE 1,975,77500
YIELD10 BIOSCIENCE INCCOM NEW98585K2014833,561SH SOLE 33,56100
ZIX CORPCOM98974P100909163,860SH SOLE 163,86000