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
3-D SYS CORP DEL COM NEW 88554D205 1,860 241,300 SH   SOLE   241,300 0 0
58 COM INC SPON ADR REP A 31680Q104 46,969 964,050 SH   SOLE   964,050 0 0
ALICO INC COM 016230104 805 25,923 SH   SOLE   25,923 0 0
ALPHABET INC CAP STK CL A 02079K305 15,479 13,322 SH   SOLE   13,322 0 0
ALPHABET INC CAP STK CL C 02079K107 188,061 161,730 SH   SOLE   161,730 0 0
AMAZON COM INC COM 023135106 17,294 8,870 SH   SOLE   8,870 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 1,638 298,920 SH   SOLE   298,920 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 10,997 312,600 SH   SOLE   312,600 0 0
ATHENE HLDG LTD CL A G0684D107 49,917 2,011,170 SH   SOLE   2,011,170 0 0
BAIDU INC SPON ADR REP A 056752108 46,811 464,440 SH   SOLE   464,440 0 0
BARCLAYS BK PLC SHRT TRM ETN 48 06746P621 7,012 151,600 SH   SOLE   151,600 0 0
BIG 5 SPORTING GOODS CORP COM 08915P101 1,600 1,495,792 SH   SOLE   1,495,792 0 0
BIOGEN INC COM 09062X103 92,057 290,970 SH   SOLE   290,970 0 0
BOOKING HLDGS INC COM 09857L108 29,589 21,994 SH   SOLE   21,994 0 0
BRIGGS & STRATTON CORP COM 109043109 4,153 2,294,573 SH   SOLE   2,294,573 0 0
CANADIAN NAT RES LTD COM 136385101 26,169 1,961,422 SH   SOLE   1,961,422 0 0
CAPITAL ONE FINL CORP COM 14040H105 30,744 609,750 SH   SOLE   609,750 0 0
CAPSTONE TURBINE CORP COM 14067D508 33 27,456 SH   SOLE   27,456 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 502 693,867 SH   SOLE   693,867 0 0
CDW CORP COM 12514G108 12,257 131,410 SH   SOLE   131,410 0 0
CELANESE CORP DEL COM 150870103 188,713 2,571,370 SH   SOLE   2,571,370 0 0
CIENA CORP COM NEW 171779309 375 9,408 SH   SOLE   9,408 0 0
CIGNA CORP NEW COM 125523100 80,320 453,322 SH   SOLE   453,322 0 0
CITIGROUP INC COM NEW 172967424 10,315 244,900 SH   SOLE   244,900 0 0
CREDIT SUISSE AG NASSAU BRH ETN LKD 32 22542D282 4,558 13,600 SH   SOLE   13,600 0 0
CREDIT SUISSE NASSAU BRANCH VLCTYSHS 3X S&P 22539T183 8,648 344,822 SH   SOLE   344,822 0 0
CRH PLC ADR 12626K203 12,634 470,700 SH   SOLE   470,700 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 22,394 784,920 SH   SOLE   784,920 0 0
DIREXION SHS ETF TR DAILY GOLD MINER 25490K133 2,710 900,400 SH   SOLE   900,400 0 0
DUPONT DE NEMOURS INC COM 26614N102 44,603 1,308,000 SH   SOLE   1,308,000 0 0
EASTMAN CHEM CO COM 277432100 64,968 1,394,766 SH   SOLE   1,394,766 0 0
ELECTRONIC ARTS INC COM 285512109 2,336 23,320 SH   SOLE   23,320 0 0
EMCORE CORP COM NEW 290846203 61 27,405 SH   SOLE   27,405 0 0
ENTEGRIS INC COM 29362U104 177,723 3,969,684 SH   SOLE   3,969,684 0 0
FACEBOOK INC CL A 30303M102 45,348 271,870 SH   SOLE   271,870 0 0
GRAN TIERRA ENERGY INC COM 38500T101 21,318 84,285,176 SH   SOLE   84,285,176 0 0
GTT COMMUNICATIONS INC COM 362393100 4,364 548,900 SH   SOLE   548,900 0 0
HARLEY DAVIDSON INC COM 412822108 7,723 408,000 SH   SOLE   408,000 0 0
HAVERTY FURNITURE INC COM 419596101 3,074 258,507 SH   SOLE   258,507 0 0
HAWAIIAN HOLDINGS INC COM 419879101 2,296 219,900 SH   SOLE   219,900 0 0
HIBBETT SPORTS INC COM 428567101 11,555 1,056,700 SH   SOLE   1,056,700 0 0
HUDBAY MINERALS INC COM 443628102 70,455 37,700,147 SH   SOLE   37,700,147 0 0
INGEVITY CORP COM 45688C107 6,078 172,681 SH   SOLE   172,681 0 0
INSTALLED BLDG PRODS INC COM 45780R101 18,250 457,745 SH   SOLE   457,745 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 12,513 99,000 SH   SOLE   99,000 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 3,853 1,432,296 SH   SOLE   1,432,296 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 15,591 1,304,166 SH   SOLE   1,304,166 0 0
MERITOR INC COM 59001K100 12,059 910,131 SH   SOLE   910,131 0 0
MGM RESORTS INTERNATIONAL COM 552953101 6,711 568,690 SH   SOLE   568,690 0 0
MILLENDO THERAPEUTICS INC COM 60040X103 231 43,769 SH   SOLE   43,769 0 0
NATIONAL BEVERAGE CORP COM 635017106 16,454 385,800 SH   SOLE   385,800 0 0
NATURAL GROCERS BY VITAMIN C COM 63888U108 6,554 770,138 SH   SOLE   770,138 0 0
NETGEAR INC COM 64111Q104 14,003 613,092 SH   SOLE   613,092 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 8,215 442,626 SH   SOLE   442,626 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 20,493 1,221,300 SH   SOLE   1,221,300 0 0
OPTINOSE INC COM 68404V100 2,898 645,403 SH   SOLE   645,403 0 0
OVERSTOCK COM INC DEL COM 690370101 5,680 1,138,193 SH   SOLE   1,138,193 0 0
OWENS CORNING NEW COM 690742101 23,911 616,108 SH   SOLE   616,108 0 0
PARSLEY ENERGY INC CL A 701877102 106 18,500 SH   SOLE   18,500 0 0
POLYONE CORP COM 73179P106 6,858 361,510 SH   SOLE   361,510 0 0
PRECIGEN INC COM 74017N105 2,274 668,830 SH   SOLE   668,830 0 0
R1 RCM INC COM 749397105 1,114 122,585 SH   SOLE   122,585 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 875 102,695 SH   SOLE   102,695 0 0
SEACHANGE INTL INC COM 811699107 142 38,180 SH   SOLE   38,180 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 4,342 160,800 SH   SOLE   160,800 0 0
ST JOE CO COM 790148100 3,295 196,374 SH   SOLE   196,374 0 0
STEREOTAXIS INC COM NEW 85916J409 73 24,123 SH   SOLE   24,123 0 0
SUMMIT MATLS INC CL A 86614U100 46,472 3,098,124 SH   SOLE   3,098,124 0 0
SUNPOWER CORP COM 867652406 1,058 208,600 SH   SOLE   208,600 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 54,209 3,571,076 SH   SOLE   3,571,076 0 0
THERAPEUTICSMD INC COM 88338N107 5,449 5,140,802 SH   SOLE   5,140,802 0 0
TRUEBLUE INC COM 89785X101 12,652 991,555 SH   SOLE   991,555 0 0
UNDER ARMOUR INC CL A 904311107 4,014 435,780 SH   SOLE   435,780 0 0
UNDER ARMOUR INC CL C 904311206 4,980 617,896 SH   SOLE   617,896 0 0
UNITED NAT FOODS INC COM 911163103 5,876 640,079 SH   SOLE   640,079 0 0
VIAD CORP COM NEW 92552R406 5,026 236,752 SH   SOLE   236,752 0 0
VIVINT SOLAR INC COM 92854Q106 2,051 469,400 SH   SOLE   469,400 0 0
VMWARE INC CL A COM 928563402 67,752 559,470 SH   SOLE   559,470 0 0
WADDELL & REED FINL INC CL A 930059100 6,706 589,296 SH   SOLE   589,296 0 0
WESTERN UN CO COM 959802109 2,270 125,200 SH   SOLE   125,200 0 0
ZIX CORP COM 98974P100 105 24,250 SH   SOLE   24,250 0 0