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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2,928 25,000 SH   SOLE   25,000 0 0
COSAN LTD SHS A G25343107 2,253 300,000 SH   SOLE   300,000 0 0
EVEREST RE GROUP LTD COM G3223R108 130 600 SH   SOLE   600 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,843 205,000 SH   SOLE   205,000 0 0
MEDTRONIC PLC SHS G5960L103 8,904 125,000 SH   SOLE   125,000 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,149 50,000 SH   SOLE   50,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 95 2,500 SH   SOLE   2,500 0 0
GARMIN LTD SHS H2906T109 2,548 52,550 SH   SOLE   52,550 0 0
ORBOTECH LTD ORD M75253100 6,682 200,000 SH   SOLE   200,000 0 0
AFLAC INC COM 001055102 8,815 126,650 SH   SOLE   126,650 0 0
AES CORP COM 00130H105 1,743 150,000 SH   SOLE   150,000 0 0
AU OPTRONICS CORP SPONSORED ADR 002255107 354 100,000 SH   SOLE   100,000 0 0
AARONS INC COM PAR $0.50 002535300 3,199 100,000 SH   SOLE   100,000 0 0
ADTRAN INC COM 00738A106 2,235 100,000 SH   SOLE   100,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 3,150 75,000 SH   SOLE   75,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 4,806 50,000 SH   SOLE   50,000 0 0
AMEREN CORP COM 023608102 52 1,000 SH   SOLE   1,000 0 0
AMERICAN ELEC PWR INC COM 025537101 6,359 101,000 SH   SOLE   101,000 0 0
AMERICAN EXPRESS CO COM 025816109 96 1,300 SH   SOLE   1,300 0 0
AMKOR TECHNOLOGY INC COM 031652100 3,165 300,000 SH   SOLE   300,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 1,839 175,000 SH   SOLE   175,000 0 0
APPLE INC COM 037833100 127 1,100 SH   SOLE   1,100 0 0
ARROW ELECTRS INC COM 042735100 1,782 25,000 SH   SOLE   25,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 55 2,000 SH   SOLE   2,000 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,962 125,000 SH   SOLE   125,000 0 0
BARRICK GOLD CORP COM 067901108 7,191 450,000 SH   SOLE   450,000 0 0
BAXTER INTL INC COM 071813109 8,970 202,300 SH   SOLE   202,300 0 0
BEST BUY INC COM 086516101 128 3,000 SH   SOLE   3,000 0 0
BIOGEN INC COM 09062X103 99 350 SH   SOLE   350 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 556 32,000 SH   SOLE   32,000 0 0
BRASKEM S A SP ADR PFD A 105532105 8,017 378,000 SH   SOLE   378,000 0 0
BRINKER INTL INC COM 109641100 124 2,500 SH   SOLE   2,500 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,604 76,500 SH   SOLE   76,500 0 0
CSG SYS INTL INC COM 126349109 3,630 75,000 SH   SOLE   75,000 0 0
CA INC COM 12673P105 127 4,000 SH   SOLE   4,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,522 100,000 SH   SOLE   100,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 2,833 117,000 SH   SOLE   117,000 0 0
CARTER INC COM 146229109 121 1,400 SH   SOLE   1,400 0 0
CHESAPEAKE ENERGY CORP COM 165167107 91 13,000 SH   SOLE   13,000 0 0
CHICOS FAS INC COM 168615102 101 7,000 SH   SOLE   7,000 0 0
CIRRUS LOGIC INC COM 172755100 4,240 75,000 SH   SOLE   75,000 0 0
CISCO SYS INC COM 17275R102 3,155 104,400 SH   SOLE   104,400 0 0
CINTAS CORP COM 172908105 2,889 25,000 SH   SOLE   25,000 0 0
CITRIX SYS INC COM 177376100 6,698 75,000 SH   SOLE   75,000 0 0
COACH INC COM 189754104 2,746 78,400 SH   SOLE   78,400 0 0
COCA COLA CO COM 191216100 116 2,800 SH   SOLE   2,800 0 0
COEUR MNG INC COM NEW 192108504 909 100,000 SH   SOLE   100,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 282 25,000 SH   SOLE   25,000 0 0
COPART INC COM 217204106 5,541 100,000 SH   SOLE   100,000 0 0
CORNING INC COM 219350105 8,640 356,000 SH   SOLE   356,000 0 0
CURRENCYSHARES SWEDISH KRONA SWEDISH KRONA 23129R108 1,063 10,000 SH   SOLE   10,000 0 0
CURRENCYSHS BRIT POUND STER BRIT POUND STE 23129S106 6,013 50,000 SH   SOLE   50,000 0 0
CURRENCYSHARES SWISS FRANC T SWISS FRANC SH 23129V109 1,406 15,000 SH   SOLE   15,000 0 0
CURRENCYSHS JAPANESE YEN TR JAPANESE YEN 23130A102 83 1,000 SH   SOLE   1,000 0 0
CURRENCYSHARES EURO TR EURO SHS 23130C108 5,113 50,000 SH   SOLE   50,000 0 0
DTE ENERGY CO COM 233331107 99 1,000 SH   SOLE   1,000 0 0
DSW INC CL A 23334L102 116 5,100 SH   SOLE   5,100 0 0
DANAHER CORP DEL COM 235851102 2,335 30,000 SH   SOLE   30,000 0 0
DECKERS OUTDOOR CORP COM 243537107 2,770 50,000 SH   SOLE   50,000 0 0
DEPOMED INC COM 249908104 2,703 150,000 SH   SOLE   150,000 0 0
DICKS SPORTING GOODS INC COM 253393102 6,744 127,000 SH   SOLE   127,000 0 0
DOLBY LABORATORIES INC COM 25659T107 4,519 100,000 SH   SOLE   100,000 0 0
DOLLAR GEN CORP NEW COM 256677105 81 1,100 SH   SOLE   1,100 0 0
DOLLAR TREE INC COM 256746108 3,982 51,600 SH   SOLE   51,600 0 0
DOMINION RES INC VA NEW COM 25746U109 77 1,000 SH   SOLE   1,000 0 0
DONALDSON INC COM 257651109 6,312 150,000 SH   SOLE   150,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 26 333 SH   SOLE   333 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 97 800 SH   SOLE   800 0 0
EBIX INC COM NEW 278715206 5,705 100,000 SH   SOLE   100,000 0 0
EDISON INTL COM 281020107 72 1,000 SH   SOLE   1,000 0 0
ENTERGY CORP NEW COM 29364G103 73 1,000 SH   SOLE   1,000 0 0
EXELON CORP COM 30161N101 35 1,000 SH   SOLE   1,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,743 51,800 SH   SOLE   51,800 0 0
EXXON MOBIL CORP COM 30231G102 81 900 SH   SOLE   900 0 0
FLIR SYS INC COM 302445101 2,389 66,000 SH   SOLE   66,000 0 0
F M C CORP COM NEW 302491303 1,414 25,000 SH   SOLE   25,000 0 0
FASTENAL CO COM 311900104 136 2,900 SH   SOLE   2,900 0 0
FINISAR CORP COM NEW 31787A507 1,514 50,000 SH   SOLE   50,000 0 0
FINISH LINE INC CL A 317923100 4,702 250,000 SH   SOLE   250,000 0 0
FIRSTENERGY CORP COM 337932107 31 1,000 SH   SOLE   1,000 0 0
FIVE BELOW INC COM 33829M101 5,994 150,000 SH   SOLE   150,000 0 0
FIVE PRIME THERAPEUTICS INC COM 33830X104 5,763 115,000 SH   SOLE   115,000 0 0
FLOWSERVE CORP COM 34354P105 96 2,000 SH   SOLE   2,000 0 0
GENERAC HLDGS INC COM 368736104 6,111 150,000 SH   SOLE   150,000 0 0
GENTEX CORP COM 371901109 128 6,500 SH   SOLE   6,500 0 0
GOLDCORP INC NEW COM 380956409 2,720 200,000 SH   SOLE   200,000 0 0
GRACO INC COM 384109104 91 1,100 SH   SOLE   1,100 0 0
GREEN DOT CORP CL A 39304D102 1,013 43,000 SH   SOLE   43,000 0 0
HCA HOLDINGS INC COM 40412C101 3,701 50,000 SH   SOLE   50,000 0 0
HP INC COM 40434L105 3,064 206,500 SH   SOLE   206,500 0 0
HARLEY DAVIDSON INC COM 412822108 105 1,800 SH   SOLE   1,800 0 0
HEALTHSOUTH CORP COM NEW 421924309 99 2,400 SH   SOLE   2,400 0 0
HIBBETT SPORTS INC COM 428567101 4,782 128,200 SH   SOLE   128,200 0 0
ILG INC COM 44967H101 1,817 100,000 SH   SOLE   100,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 74 5,000 SH   SOLE   5,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,436 50,825 SH   SOLE   50,825 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 6,342 10,000 SH   SOLE   10,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 277 25,000 SH   SOLE   25,000 0 0
ISHARES TR INTL TREA BD ETF 464288117 90 1,000 SH   SOLE   1,000 0 0
ISHARES TR 3 YRTB ETF 464288125 77 1,000 SH   SOLE   1,000 0 0
KLA-TENCOR CORP COM 482480100 7,868 100,000 SH   SOLE   100,000 0 0
KOHLS CORP COM 500255104 6,306 127,700 SH   SOLE   127,700 0 0
LAM RESEARCH CORP COM 512807108 5,286 50,000 SH   SOLE   50,000 0 0
LANDSTAR SYS INC COM 515098101 119 1,400 SH   SOLE   1,400 0 0
MSC INDL DIRECT INC COM 553530106 2,430 26,300 SH   SOLE   26,300 0 0
MASIMO CORP COM 574795100 6,875 102,000 SH   SOLE   102,000 0 0
MASTEC INC COM 576323109 5,738 150,000 SH   SOLE   150,000 0 0
MATTEL INC COM 577081102 12,519 454,400 SH   SOLE   454,400 0 0
MEAD JOHNSON NUTRITION CO COM 582839106 71 1,000 SH   SOLE   1,000 0 0
MICROSOFT CORP COM 594918104 9,321 150,000 SH   SOLE   150,000 0 0
MIMEDX GROUP INC COM 602496101 620 70,000 SH   SOLE   70,000 0 0
MURPHY USA INC COM 626755102 123 2,000 SH   SOLE   2,000 0 0
NETAPP INC COM 64110D104 3,527 100,000 SH   SOLE   100,000 0 0
NEWMONT MINING CORP COM 651639106 7,666 225,000 SH   SOLE   225,000 0 0
NEXTERA ENERGY INC COM 65339F101 119 1,000 SH   SOLE   1,000 0 0
NISOURCE INC COM 65473P105 4,428 200,000 SH   SOLE   200,000 0 0
NORDSTROM INC COM 655664100 120 2,500 SH   SOLE   2,500 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 96 2,000 SH   SOLE   2,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 50 1,000 SH   SOLE   1,000 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 43 1,000 SH   SOLE   1,000 0 0
ORACLE CORP COM 68389X105 58 1,500 SH   SOLE   1,500 0 0
ORMAT TECHNOLOGIES INC COM 686688102 9,384 175,000 SH   SOLE   175,000 0 0
PG&E CORP COM 69331C108 61 1,000 SH   SOLE   1,000 0 0
PPL CORP COM 69351T106 34 1,000 SH   SOLE   1,000 0 0
PAN AMERICAN SILVER COM 697900108 75 5,000 SH   SOLE   5,000 0 0
PANDORA MEDIA INC COM 698354107 1,956 150,000 SH   SOLE   150,000 0 0
PANERA BREAD CO CL A 69840W108 2,051 10,000 SH   SOLE   10,000 0 0
PINNACLE WEST CAP CORP COM 723484101 78 1,000 SH   SOLE   1,000 0 0
PLEXUS CORP COM 729132100 2,702 50,000 SH   SOLE   50,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 135 3,800 SH   SOLE   3,800 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 44 1,000 SH   SOLE   1,000 0 0
QUALCOMM INC COM 747525103 8,280 127,000 SH   SOLE   127,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 9,190 100,000 SH   SOLE   100,000 0 0
RANDGOLD RES LTD ADR 752344309 2,290 30,000 SH   SOLE   30,000 0 0
REGAL ENTMT GROUP CL A 758766109 1,129 54,800 SH   SOLE   54,800 0 0
RESMED INC COM 761152107 143 2,300 SH   SOLE   2,300 0 0
ROBERT HALF INTL INC COM 770323103 122 2,500 SH   SOLE   2,500 0 0
ROSS STORES INC COM 778296103 6,560 100,000 SH   SOLE   100,000 0 0
ROYAL GOLD INC COM 780287108 317 5,000 SH   SOLE   5,000 0 0
RYANAIR HLDGS PLC SPONSORED ADR NEW 783513203 4,246 51,000 SH   SOLE   51,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 548 5,000 SH   SOLE   5,000 0 0
SPDR SERIES TRUST SHRT INTL ETF 78464A334 29 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST DB INT GVT ETF 78464A490 52 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST BRCLYS INTL ETF 78464A516 52 2,000 SH   SOLE   2,000 0 0
SANMINA CORPORATION COM 801056102 5,498 150,000 SH   SOLE   150,000 0 0
SAP SE SPON ADR 803054204 605 7,000 SH   SOLE   7,000 0 0
SCANA CORP NEW COM 80589M102 73 1,000 SH   SOLE   1,000 0 0
SCANSOURCE INC COM 806037107 97 2,400 SH   SOLE   2,400 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 5,495 77,000 SH   SOLE   77,000 0 0
SHUTTERSTOCK INC COM 825690100 3,564 75,000 SH   SOLE   75,000 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 176 25,000 SH   SOLE   25,000 0 0
SILVER WHEATON CORP COM 828336107 97 5,000 SH   SOLE   5,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,705 250,000 SH   SOLE   250,000 0 0
SPECTRANETICS CORP COM 84760C107 3,430 140,000 SH   SOLE   140,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,838 150,000 SH   SOLE   150,000 0 0
STILLWATER MNG CO COM 86074Q102 81 5,000 SH   SOLE   5,000 0 0
SWIFT TRANSN CL A 87074U101 3,654 150,000 SH   SOLE   150,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 3,408 250,000 SH   SOLE   250,000 0 0
TECH DATA CORP COM 878237106 4,234 50,000 SH   SOLE   50,000 0 0
TEGNA INC COM 87901J105 139 6,500 SH   SOLE   6,500 0 0
TEXAS INSTR INC COM 882508104 1,824 25,000 SH   SOLE   25,000 0 0
THOR INDS INC COM 885160101 5,002 50,000 SH   SOLE   50,000 0 0
3-D SYS CORP DEL COM NEW 88554D205 3,655 275,000 SH   SOLE   275,000 0 0
TIVO CORP COM 88870P106 4,180 200,000 SH   SOLE   200,000 0 0
TRINITY INDS INC COM 896522109 4,164 150,000 SH   SOLE   150,000 0 0
TUPPERWARE BRANDS CORP COM 899896104 5,262 100,000 SH   SOLE   100,000 0 0
II VI INC COM 902104108 4,448 150,000 SH   SOLE   150,000 0 0
UBIQUITI NETWORKS INC COM 90347A100 2,890 50,000 SH   SOLE   50,000 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 6,374 25,000 SH   SOLE   25,000 0 0
UNITED NAT FOODS INC COM 911163103 2,386 50,000 SH   SOLE   50,000 0 0
UNITED STATES NATL GAS FUND UNIT PAR $0.0001 912318201 934 100,000 SH   SOLE   100,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 1,172 100,000 SH   SOLE   100,000 0 0
URBAN OUTFITTERS INC COM 917047102 4,375 153,600 SH   SOLE   153,600 0 0
VARIAN MED SYS INC COM 92220P105 898 10,000 SH   SOLE   10,000 0 0
VIACOM INC NEW CL B 92553P201 3,626 103,300 SH   SOLE   103,300 0 0
VISA INC COM CL A 92826C839 3,901 50,000 SH   SOLE   50,000 0 0
VMWARE INC CL A COM 928563402 5,905 75,000 SH   SOLE   75,000 0 0
WAL-MART STORES INC COM 931142103 124 1,800 SH   SOLE   1,800 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 6,854 50,000 SH   SOLE   50,000 0 0
WHOLE FOODS MKT INC COM 966837106 138 4,500 SH   SOLE   4,500 0 0
WILEY JOHN & SONS INC CL A 968223206 114 2,100 SH   SOLE   2,100 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 33 866 SH   SOLE   866 0 0
WINNEBAGO INDS INC COM 974637100 95 3,000 SH   SOLE   3,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 99 4,500 SH   SOLE   4,500 0 0
WYNN RESORTS LTD COM 983134107 4,326 50,000 SH   SOLE   50,000 0 0
XILINX INC COM 983919101 4,528 75,000 SH   SOLE   75,000 0 0
XYLEM INC COM 98419M100 2,476 50,000 SH   SOLE   50,000 0 0
YELP INC CL A 985817105 3,813 100,000 SH   SOLE   100,000 0 0