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
BUNGE LIMITED COM G16962105 1,982 25,000 SH   SOLE   25,000 0 0
COSAN LTD SHS A G25343107 4,270 500,000 SH   SOLE   500,000 0 0
EVEREST RE GROUP LTD COM G3223R108 140 600 SH   SOLE   600 0 0
FABRINET SHS G3323L100 3,152 75,000 SH   SOLE   75,000 0 0
NABORS INDUSTRIES LTD SHS G6359F103 1,307 100,000 SH   SOLE   100,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 3,560 77,500 SH   SOLE   77,500 0 0
GARMIN LTD SHS H2906T109 2,686 52,550 SH   SOLE   52,550 0 0
QIAGEN NV SHS NEW N72482123 3,540 122,200 SH   SOLE   122,200 0 0
AFLAC INC COM 001055102 1,930 26,650 SH   SOLE   26,650 0 0
AGCO CORP COM 001084102 3,009 50,000 SH   SOLE   50,000 0 0
AES CORP COM 00130H105 1,677 150,000 SH   SOLE   150,000 0 0
AT&T INC COM 00206R102 5,194 125,000 SH   SOLE   125,000 0 0
AARONS INC COM PAR $0.50 002535300 2,691 90,500 SH   SOLE   90,500 0 0
ADTRAN INC COM 00738A106 2,075 100,000 SH   SOLE   100,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,061 25,000 SH   SOLE   25,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 4,478 75,000 SH   SOLE   75,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,736 50,000 SH   SOLE   50,000 0 0
AMAZON COM INC COM 023135106 4,433 5,000 SH   SOLE   5,000 0 0
AMEREN CORP COM 023608102 55 1,000 SH   SOLE   1,000 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 69 3,700 SH   SOLE   3,700 0 0
AMERICAN ELEC PWR INC COM 025537101 67 1,000 SH   SOLE   1,000 0 0
AMERICAN EXPRESS CO COM 025816109 4,058 51,300 SH   SOLE   51,300 0 0
AMERICAS CAR MART INC COM 03062T105 80 2,200 SH   SOLE   2,200 0 0
AMKOR TECHNOLOGY INC COM 031652100 2,318 200,000 SH   SOLE   200,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 808 75,000 SH   SOLE   75,000 0 0
APACHE CORP COM 037411105 2,570 50,000 SH   SOLE   50,000 0 0
APPLE INC COM 037833100 129 900 SH   SOLE   900 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 6,906 150,000 SH   SOLE   150,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 62 2,000 SH   SOLE   2,000 0 0
BARRICK GOLD CORP COM 067901108 2,848 150,000 SH   SOLE   150,000 0 0
BAXTER INTL INC COM 071813109 5,305 102,300 SH   SOLE   102,300 0 0
BEST BUY INC COM 086516101 3,834 78,000 SH   SOLE   78,000 0 0
BIOGEN INC COM 09062X103 68 250 SH   SOLE   250 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 586 32,000 SH   SOLE   32,000 0 0
BOISE CASCADE CO DEL COM 09739D100 69 2,600 SH   SOLE   2,600 0 0
BRASKEM SA SPONSORED ADR 105532105 7,692 378,000 SH   SOLE   378,000 0 0
CBS CORP NEW CL B 124857202 6,936 100,000 SH   SOLE   100,000 0 0
CSG SYS INTL INC COM 126349109 378 10,000 SH   SOLE   10,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,710 150,000 SH   SOLE   150,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 5,655 200,000 SH   SOLE   200,000 0 0
CHEVRON CORP NEW COM 166764100 5,369 50,000 SH   SOLE   50,000 0 0
CIRRUS LOGIC INC COM 172755100 3,035 50,000 SH   SOLE   50,000 0 0
CISCO SYS INC COM 17275R102 6,878 203,500 SH   SOLE   203,500 0 0
CINTAS CORP COM 172908105 3,164 25,000 SH   SOLE   25,000 0 0
CHESAPEAKE ENERGY CORP COM 165167107 77 13,000 SH   SOLE   13,000 0 0
CITRIX SYS INC COM 177376100 4,170 50,000 SH   SOLE   50,000 0 0
COCA COLA CO COM 191216100 119 2,800 SH   SOLE   2,800 0 0
COEUR MNG INC COM NEW 192108504 202 25,000 SH   SOLE   25,000 0 0
COMCAST CORP NEW CL A 20030N101 2,819 75,000 SH   SOLE   75,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 3,810 75,000 SH   SOLE   75,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 301 25,000 SH   SOLE   25,000 0 0
COPART INC COM 217204106 6,193 100,000 SH   SOLE   100,000 0 0
CORNING INC COM 219350105 9,531 353,000 SH   SOLE   353,000 0 0
CRITEO S A SPONS ADS 226718104 200 4,000 SH   SOLE   4,000 0 0
CURRENCYSHARES SWEDISH KRONA SWEDISH KRONA 23129R108 1,076 10,000 SH   SOLE   10,000 0 0
CURRENCYSHS BRIT POUND STER BRIT POUND STE 23129S106 6,107 50,000 SH   SOLE   50,000 0 0
CURRENCYSHARES SWISS FRANC T SWISS FRANC SH 23129V109 1,426 15,000 SH   SOLE   15,000 0 0
CURRENCYSHS JAPANESE YEN TR JAPANESE YEN 23130A102 87 1,000 SH   SOLE   1,000 0 0
CURRENCYSHARES EURO TR EURO SHS 23130C108 5,170 50,000 SH   SOLE   50,000 0 0
DTE ENERGY CO COM 233331107 102 1,000 SH   SOLE   1,000 0 0
DANAHER CORP DEL COM 235851102 2,566 30,000 SH   SOLE   30,000 0 0
DARLING INGREDIENTS INC COM 237266101 87 6,000 SH   SOLE   6,000 0 0
DEPOMED INC COM 249908104 3,818 304,200 SH   SOLE   304,200 0 0
DEVON ENERGY CORP NEW COM 25179M103 2,086 50,000 SH   SOLE   50,000 0 0
DICKS SPORTING GOODS INC COM 253393102 97 2,000 SH   SOLE   2,000 0 0
DOLBY LABORATORIES INC COM 25659T107 3,931 75,000 SH   SOLE   75,000 0 0
DOMINION RES INC VA NEW COM 25746U109 78 1,000 SH   SOLE   1,000 0 0
DONALDSON INC COM 257651109 6,828 150,000 SH   SOLE   150,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 27 333 SH   SOLE   333 0 0
DUN & BRADSTREET CORP DEL NE COM 26483E100 86 800 SH   SOLE   800 0 0
EBAY INC COM 278642103 3,357 100,000 SH   SOLE   100,000 0 0
EBIX INC COM NEW 278715206 7,656 125,000 SH   SOLE   125,000 0 0
EDISON INTL COM 281020107 80 1,000 SH   SOLE   1,000 0 0
ENTERGY CORP NEW COM 29364G103 76 1,000 SH   SOLE   1,000 0 0
EXELON CORP COM 30161N101 3,634 101,000 SH   SOLE   101,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,926 51,800 SH   SOLE   51,800 0 0
EXXON MOBIL CORP COM 30231G102 4,174 50,900 SH   SOLE   50,900 0 0
F M C CORP COM NEW 302491303 1,740 25,000 SH   SOLE   25,000 0 0
FTI CONSULTING INC COM 302941109 2,059 50,000 SH   SOLE   50,000 0 0
FASTENAL CO COM 311900104 124 2,400 SH   SOLE   2,400 0 0
F5 NETWORKS INC COM 315616102 4,990 35,000 SH   SOLE   35,000 0 0
FINISAR CORP COM NEW 31787A507 4,785 175,000 SH   SOLE   175,000 0 0
FIRST AMERN FINL CORP COM 31847R102 79 2,000 SH   SOLE   2,000 0 0
FIRSTENERGY CORP COM 337932107 32 1,000 SH   SOLE   1,000 0 0
FLOWSERVE CORP COM 34354P105 48 1,000 SH   SOLE   1,000 0 0
GATX CORP COM 361448103 3,658 60,000 SH   SOLE   60,000 0 0
GENTEX CORP COM 371901109 4,405 206,500 SH   SOLE   206,500 0 0
GIGAMON INC COM 37518B102 1,778 50,000 SH   SOLE   50,000 0 0
GILEAD SCIENCES INC COM 375558103 3,396 50,000 SH   SOLE   50,000 0 0
GOLDCORP INC NEW COM 380956409 1,459 100,000 SH   SOLE   100,000 0 0
GRAINGER W W INC COM 384802104 76 325 SH   SOLE   325 0 0
GREENBRIER COS INC COM 393657101 65 1,500 SH   SOLE   1,500 0 0
HCA HOLDINGS INC COM 40412C101 4,450 50,000 SH   SOLE   50,000 0 0
HP INC COM 40434L105 116 6,500 SH   SOLE   6,500 0 0
HALLIBURTON CO COM 406216101 3,691 75,000 SH   SOLE   75,000 0 0
HARLEY DAVIDSON INC COM 412822108 109 1,800 SH   SOLE   1,800 0 0
HEALTHSOUTH CORP COM NEW 421924309 4,384 102,400 SH   SOLE   102,400 0 0
IXIA COM 45071R109 1,965 100,000 SH   SOLE   100,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 8,829 50,700 SH   SOLE   50,700 0 0
ISHARES GOLD TRUST ISHARES 464285105 300 25,000 SH   SOLE   25,000 0 0
ISHARES TR INTL TREA BD ETF 464288117 91 1,000 SH   SOLE   1,000 0 0
ISHARES TR 3YRTB ETF 464288125 78 1,000 SH   SOLE   1,000 0 0
JACK IN THE BOX INC COM 466367109 2,543 25,000 SH   SOLE   25,000 0 0
KB HOME COM 48666K109 4,069 204,700 SH   SOLE   204,700 0 0
KITE PHARMA INC COM 49803L109 2,747 35,000 SH   SOLE   35,000 0 0
KNOLL INC COM NEW 498904200 71 3,000 SH   SOLE   3,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 72 500 SH   SOLE   500 0 0
LANDSTAR SYS INC COM 515098101 4,402 51,400 SH   SOLE   51,400 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,768 400,000 SH   SOLE   400,000 0 0
LEAR CORP COM NEW 521865204 3,610 25,500 SH   SOLE   25,500 0 0
LOGMEIN INC COM 54142L109 1,257 12,888 SH   SOLE   12,888 0 0
LYON WILLIAM HOMES CL A NEW 552074700 82 4,000 SH   SOLE   4,000 0 0
MSC INDL DIRECT INC COM 553530106 134 1,300 SH   SOLE   1,300 0 0
MATTEL INC COM 577081102 7,796 304,400 SH   SOLE   304,400 0 0
MICROSOFT CORP COM 594918104 3,293 50,000 SH   SOLE   50,000 0 0
MICRON TECHNOLOGY INC COM 595112103 5,780 200,000 SH   SOLE   200,000 0 0
MONSANTO CO NEW COM 61166W101 2,830 25,000 SH   SOLE   25,000 0 0
MURPHY USA INC COM 626755102 147 2,000 SH   SOLE   2,000 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 61 5,000 SH   SOLE   5,000 0 0
NETAPP INC COM 64110D104 3,139 75,000 SH   SOLE   75,000 0 0
NETSCOUT SYS INC COM 64115T104 1,898 50,000 SH   SOLE   50,000 0 0
NEWMONT MINING CORP COM 651639106 2,472 75,000 SH   SOLE   75,000 0 0
NEXTERA ENERGY INC COM 65339F101 128 1,000 SH   SOLE   1,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 111 2,000 SH   SOLE   2,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 52 1,000 SH   SOLE   1,000 0 0
ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 54 1,000 SH   SOLE   1,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102 4,281 75,000 SH   SOLE   75,000 0 0
PG&E CORP COM 69331C108 66 1,000 SH   SOLE   1,000 0 0
PPL CORP COM 69351T106 37 1,000 SH   SOLE   1,000 0 0
PAN AMERICAN SILVER COM 697900108 88 5,000 SH   SOLE   5,000 0 0
PIER 1 IMPORTS INC COM 720279108 72 10,000 SH   SOLE   10,000 0 0
PINNACLE WEST CAP CORP COM 723484101 83 1,000 SH   SOLE   1,000 0 0
PLANTRONICS INC NEW COM 727493108 4,134 76,400 SH   SOLE   76,400 0 0
PROGRESSIVE CORP OHIO COM 743315103 125 3,200 SH   SOLE   3,200 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 44 1,000 SH   SOLE   1,000 0 0
QUAD / GRAPHICS INC COM CL A 747301109 757 30,000 SH   SOLE   30,000 0 0
QUALCOMM INC COM 747525103 5,849 102,000 SH   SOLE   102,000 0 0
QUANTA SVCS INC COM 74762E102 3,711 100,000 SH   SOLE   100,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 7,364 75,000 SH   SOLE   75,000 0 0
RANDGOLD RES LTD ADR 752344309 873 10,000 SH   SOLE   10,000 0 0
REGAL ENTMT GROUP CL A 758766109 108 4,800 SH   SOLE   4,800 0 0
ROSS STORES INC COM 778296103 6,587 100,000 SH   SOLE   100,000 0 0
ROYAL GOLD INC COM 780287108 700 10,000 SH   SOLE   10,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 594 5,000 SH   SOLE   5,000 0 0
SPDR SERIES TRUST SHRT INTL ETF 78464A334 30 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST DB INT GVT ETF 78464A490 55 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST BARCLYS INTL ETF 78464A516 53 2,000 SH   SOLE   2,000 0 0
SABRA HEALTH CARE REIT INC COM 78573L106 70 2,500 SH   SOLE   2,500 0 0
SANDERSON FARMS INC COM 800013104 5,275 50,800 SH   SOLE   50,800 0 0
SAP SE SPON ADR 803054204 589 6,000 SH   SOLE   6,000 0 0
SCANA CORP NEW COM 80589M102 65 1,000 SH   SOLE   1,000 0 0
SCANSOURCE INC COM 806037107 3,038 77,400 SH   SOLE   77,400 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 78 1,000 SH   SOLE   1,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 73 5,500 SH   SOLE   5,500 0 0
SENECA FOODS CORP NEW CL A 817070501 72 2,000 SH   SOLE   2,000 0 0
SHIRE PLC SPONSORED ADR 82481R106 314 1,800 SH   SOLE   1,800 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 661 75,000 SH   SOLE   75,000 0 0
SIEMENS AG ADR 826197501 2,329 34,000 SH   SOLE   34,000 0 0
SILVER WHEATON CORP COM 828336107 104 5,000 SH   SOLE   5,000 0 0
STATE STR CORP COM 857477103 4,060 51,000 SH   SOLE   51,000 0 0
STILLWATER MNG CO COM 86074Q102 86 5,000 SH   SOLE   5,000 0 0
SWIFT TRANSN CL A 87074U101 3,143 153,000 SH   SOLE   153,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 5,646 350,000 SH   SOLE   350,000 0 0
TENNECO INC COM 880349105 1,623 26,000 SH   SOLE   26,000 0 0
TEXAS INSTR INC COM 882508104 2,014 25,000 SH   SOLE   25,000 0 0
3-D SYS CORP DEL COM NEW 88554D205 2,244 150,000 SH   SOLE   150,000 0 0
TIFFANY & CO NEW COM 886547108 95 1,000 SH   SOLE   1,000 0 0
TIVO CORP COM 88870P106 1,406 75,000 SH   SOLE   75,000 0 0
TIVITY HEALTH INC COM 88870R102 2,910 100,000 SH   SOLE   100,000 0 0
TRINITY INDS INC COM 896522109 4,054 152,700 SH   SOLE   152,700 0 0
UBIQUITI NETWORKS INC COM 90347A100 5,026 100,000 SH   SOLE   100,000 0 0
UNITED NAT FOODS INC COM 911163103 6,549 151,500 SH   SOLE   151,500 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,683 25,000 SH   SOLE   25,000 0 0
UNITED STATES NATL GAS FUND UNIT PAR $0.0001 912318201 757 100,000 SH   SOLE   100,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 1,064 100,000 SH   SOLE   100,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 3,452 25,500 SH   SOLE   25,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,100 25,000 SH   SOLE   25,000 0 0
VAREX IMAGING CORP COM 92214X106 146 4,360 SH   SOLE   4,360 0 0
VARIAN MED SYS INC COM 92220P105 993 10,900 SH   SOLE   10,900 0 0
VARONIS SYS INC COM 922280102 3,180 100,000 SH   SOLE   100,000 0 0
VMWARE INC CL A COM 928563402 6,910 75,000 SH   SOLE   75,000 0 0
WAL-MART STORES INC COM 931142103 3,734 51,800 SH   SOLE   51,800 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 7,011 50,000 SH   SOLE   50,000 0 0
WESTERN DIGITAL CORP COM 958102105 2,063 25,000 SH   SOLE   25,000 0 0
WESTERN UN CO COM 959802109 69 3,400 SH   SOLE   3,400 0 0
WHOLE FOODS MKT INC COM 966837106 45 1,500 SH   SOLE   1,500 0 0
WILEY JOHN & SONS INC CL A 968223206 113 2,100 SH   SOLE   2,100 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 35 866 SH   SOLE   866 0 0
WINNEBAGO INDS INC COM 974637100 88 3,000 SH   SOLE   3,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 112 4,500 SH   SOLE   4,500 0 0
WYNN RESORTS LTD COM 983134107 92 800 SH   SOLE   800 0 0
XILINX INC COM 983919101 4,342 75,000 SH   SOLE   75,000 0 0
YELP INC CL A 985817105 3,275 100,000 SH   SOLE   100,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 9,125 100,000 SH   SOLE   100,000 0 0