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 5,210 75,000 SH   SOLE   75,000 0 0
COSAN LTD SHS A G25343107 2,032 250,000 SH   SOLE   250,000 0 0
GENPACT LIMITED SHS G3922B107 2,927 101,800 SH   SOLE   101,800 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 2,488 75,000 SH   SOLE   75,000 0 0
GARMIN LTD SHS H2906T109 2,755 51,050 SH   SOLE   51,050 0 0
AERCAP HOLDINGS NV SHS N00985106 3,833 75,000 SH   SOLE   75,000 0 0
QIAGEN NV SHS NEW N72482123 788 25,000 SH   SOLE   25,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 58 1,200 SH   SOLE   1,200 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 2,323 100,000 SH   SOLE   100,000 0 0
AFLAC INC COM 001055102 134 1,650 SH   SOLE   1,650 0 0
AES CORP COM 00130H105 1,653 150,000 SH   SOLE   150,000 0 0
AARONS INC COM PAR $0.50 002535300 2,238 51,300 SH   SOLE   51,300 0 0
ADTRAN INC COM 00738A106 2,400 100,000 SH   SOLE   100,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 6,782 150,000 SH   SOLE   150,000 0 0
AIR LEASE CORP CL A 00912X302 2,131 50,000 SH   SOLE   50,000 0 0
AMEREN CORP COM 023608102 58 1,000 SH   SOLE   1,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 57 1,200 SH   SOLE   1,200 0 0
AMERICAN ELEC PWR INC COM 025537101 70 1,000 SH   SOLE   1,000 0 0
AMERICAN EXPRESS CO COM 025816109 6,902 76,300 SH   SOLE   76,300 0 0
AMERICAS CAR MART INC COM 03062T105 90 2,200 SH   SOLE   2,200 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 3,019 325,000 SH   SOLE   325,000 0 0
APPLE INC COM 037833100 108 700 SH   SOLE   700 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 6,376 150,000 SH   SOLE   150,000 0 0
ARGAN INC COM 04010E109 269 4,000 SH   SOLE   4,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 68 2,000 SH   SOLE   2,000 0 0
BAIDU INC SPON ADR REP A 056752108 2,477 10,000 SH   SOLE   10,000 0 0
BARRICK GOLD CORP COM 067901108 12,067 750,000 SH   SOLE   750,000 0 0
BAXTER INTL INC COM 071813109 3,138 50,000 SH   SOLE   50,000 0 0
BERKLEY W R CORP COM 084423102 1,749 26,200 SH   SOLE   26,200 0 0
BEST BUY INC COM 086516101 103 1,800 SH   SOLE   1,800 0 0
BLOCK H & R INC COM 093671105 1,403 53,000 SH   SOLE   53,000 0 0
BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 470 32,000 SH   SOLE   32,000 0 0
BOISE CASCADE CO DEL COM 09739D100 91 2,600 SH   SOLE   2,600 0 0
BRASKEM S A SP ADR PFD A 105532105 6,685 250,000 SH   SOLE   250,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 276 4,545 SH   SOLE   4,545 0 0
CBS CORP NEW CL B 124857202 5,800 100,000 SH   SOLE   100,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,960 75,000 SH   SOLE   75,000 0 0
CANADIAN SOLAR INC COM 136635109 2,526 150,000 SH   SOLE   150,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 5,630 200,000 SH   SOLE   200,000 0 0
CENTENE CORP DEL COM 15135B101 4,838 50,000 SH   SOLE   50,000 0 0
CHEVRON CORP NEW COM 166764100 5,875 50,000 SH   SOLE   50,000 0 0
CHILDRENS PL INC COM 168905107 71 600 SH   SOLE   600 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,601 5,200 SH   SOLE   5,200 0 0
CIRRUS LOGIC INC COM 172755100 1,333 25,000 SH   SOLE   25,000 0 0
CISCO SYS INC COM 17275R102 1,766 52,500 SH   SOLE   52,500 0 0
CITIZENS FINL GROUP INC COM 174610105 1,894 50,000 SH   SOLE   50,000 0 0
CITRIX SYS INC COM 177376100 3,841 50,000 SH   SOLE   50,000 0 0
COCA COLA CO COM 191216100 2,377 52,800 SH   SOLE   52,800 0 0
COEUR MNG INC COM NEW 192108504 230 25,000 SH   SOLE   25,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 80 1,100 SH   SOLE   1,100 0 0
COMCAST CORP NEW CL A 20030N101 2,886 75,000 SH   SOLE   75,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 320 25,000 SH   SOLE   25,000 0 0
COPART INC COM 217204106 6,874 200,000 SH   SOLE   200,000 0 0
CORNING INC COM 219350105 6,074 203,000 SH   SOLE   203,000 0 0
CURRENCYSHARES SWEDISH KRONA SWEDISH KRONA 23129R108 585 5,000 SH   SOLE   5,000 0 0
CURRENCYSHS BRIT POUND STER BRIT POUND STE 23129S106 3,910 30,000 SH   SOLE   30,000 0 0
CURRENCYSHARES SWISS FRANC T SWISS FRANC SH 23129V109 489 5,000 SH   SOLE   5,000 0 0
CURRENCYSHS JAPANESE YEN TR JAPANESE YEN 23130A102 85 1,000 SH   SOLE   1,000 0 0
CURRENCYSHARES EURO TR EURO SHS 23130C108 2,282 20,000 SH   SOLE   20,000 0 0
DTE ENERGY CO COM 233331107 107 1,000 SH   SOLE   1,000 0 0
DARLING INGREDIENTS INC COM 237266101 105 6,000 SH   SOLE   6,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 2,488 51,600 SH   SOLE   51,600 0 0
DEPOMED INC COM 249908104 290 50,000 SH   SOLE   50,000 0 0
DICKS SPORTING GOODS INC COM 253393102 54 2,000 SH   SOLE   2,000 0 0
DIGITALGLOBE INC COM 25389M877 2,644 75,000 SH   SOLE   75,000 0 0
DOLBY LABORATORIES INC COM 25659T107 1,438 25,000 SH   SOLE   25,000 0 0
DOMINION RES INC VA NEW COM 25746U109 77 1,000 SH   SOLE   1,000 0 0
DONALDSON INC COM 257651109 3,445 75,000 SH   SOLE   75,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 28 333 SH   SOLE   333 0 0
EBAY INC COM 278642103 2,884 75,000 SH   SOLE   75,000 0 0
EDISON INTL COM 281020107 77 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 3,805 101,000 SH   SOLE   101,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 3,101 51,800 SH   SOLE   51,800 0 0
FLIR SYS INC COM 302445101 1,946 50,000 SH   SOLE   50,000 0 0
F5 NETWORKS INC COM 315616102 3,014 25,000 SH   SOLE   25,000 0 0
FIFTH THIRD BANCORP COM 316773100 3,576 127,800 SH   SOLE   127,800 0 0
FINISAR CORP COM NEW 31787A507 4,988 225,000 SH   SOLE   225,000 0 0
FIRST AMERN FINL CORP COM 31847R102 100 2,000 SH   SOLE   2,000 0 0
FIRSTENERGY CORP COM 337932107 31 1,000 SH   SOLE   1,000 0 0
FLOWERS FOODS INC COM 343498101 1,881 100,000 SH   SOLE   100,000 0 0
GATX CORP COM 361448103 3,767 61,200 SH   SOLE   61,200 0 0
GENTEX CORP COM 371901109 1,980 100,000 SH   SOLE   100,000 0 0
GLOBUS MED INC CL A 379577208 1,486 50,000 SH   SOLE   50,000 0 0
GOLDCORP INC NEW COM 380956409 4,212 325,000 SH   SOLE   325,000 0 0
GREENBRIER COS INC COM 393657101 72 1,500 SH   SOLE   1,500 0 0
HCA HOLDINGS INC COM 40412C101 6,033 75,800 SH   SOLE   75,800 0 0
HP INC COM 40434L105 130 6,500 SH   SOLE   6,500 0 0
HAIN CELESTIAL GROUP INC COM 405217100 2,058 50,000 SH   SOLE   50,000 0 0
HALLIBURTON CO COM 406216101 2,302 50,000 SH   SOLE   50,000 0 0
HARLEY DAVIDSON INC COM 412822108 87 1,800 SH   SOLE   1,800 0 0
HEALTHSOUTH CORP COM NEW 421924309 7,064 152,400 SH   SOLE   152,400 0 0
HOLOGIC INC COM 436440101 1,834 50,000 SH   SOLE   50,000 0 0
INTEGER HLDGS CORP COM 45826H109 1,279 25,000 SH   SOLE   25,000 0 0
INTERDIGITAL INC COM 45867G101 1,844 25,000 SH   SOLE   25,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,729 25,700 SH   SOLE   25,700 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,559 75,000 SH   SOLE   75,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 308 25,000 SH   SOLE   25,000 0 0
ISHARES TR INTL TREA BD ETF 464288117 98 2,000 SH   SOLE   2,000 0 0
ISHARES TR 3YRTB ETF 464288125 84 1,000 SH   SOLE   1,000 0 0
JABIL CIRCUIT INC COM 466313103 2,855 100,000 SH   SOLE   100,000 0 0
JACK IN THE BOX INC COM 466367109 2,548 25,000 SH   SOLE   25,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 1,871 75,000 SH   SOLE   75,000 0 0
JUNIPER NETWORKS INC COM 48203R104 1,461 52,500 SH   SOLE   52,500 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 67 3,100 SH   SOLE   3,100 0 0
KB HOME COM 48666K109 4,937 204,700 SH   SOLE   204,700 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,577 110,160 SH   SOLE   110,160 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 75 500 SH   SOLE   500 0 0
LANDSTAR SYS INC COM 515098101 5,122 51,400 SH   SOLE   51,400 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,084 400,000 SH   SOLE   400,000 0 0
LEAR CORP COM NEW 521865204 4,414 25,500 SH   SOLE   25,500 0 0
LIFEPOINT HEALTH INC COM 53219L109 1,517 26,200 SH   SOLE   26,200 0 0
LINDSAY CORP COM 535555106 2,297 25,000 SH   SOLE   25,000 0 0
LOGMEIN INC COM 54142L109 1,418 12,888 SH   SOLE   12,888 0 0
LYON WILLIAM HOMES CL A NEW 552074700 92 4,000 SH   SOLE   4,000 0 0
MATTEL INC COM 577081102 842 54,400 SH   SOLE   54,400 0 0
METLIFE INC COM 59156R108 3,953 76,100 SH   SOLE   76,100 0 0
MICROSOFT CORP COM 594918104 3,724 50,000 SH   SOLE   50,000 0 0
MIMEDX GROUP INC COM 602496101 594 50,000 SH   SOLE   50,000 0 0
MOLINA HEALTHCARE INC COM 60855R100 83 1,200 SH   SOLE   1,200 0 0
MONSANTO CO NEW COM 61166W101 2,995 25,000 SH   SOLE   25,000 0 0
MURPHY USA INC COM 626755102 62 900 SH   SOLE   900 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 49 5,000 SH   SOLE   5,000 0 0
NETAPP INC COM 64110D104 2,241 51,200 SH   SOLE   51,200 0 0
NETSCOUT SYS INC COM 64115T104 809 25,000 SH   SOLE   25,000 0 0
NEWMONT MINING CORP COM 651639106 15,942 425,000 SH   SOLE   425,000 0 0
NEXTERA ENERGY INC COM 65339F101 147 1,000 SH   SOLE   1,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 123 2,000 SH   SOLE   2,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 41 1,000 SH   SOLE   1,000 0 0
OCLARO INC COM NEW 67555N206 1,726 200,000 SH   SOLE   200,000 0 0
ONEOK INC NEW UNIT LTD PARTN 682680103 55 985 SH   SOLE   985 0 0
ORMAT TECHNOLOGIES INC COM 686688102 4,579 75,000 SH   SOLE   75,000 0 0
PG&E CORP COM 69331C108 68 1,000 SH   SOLE   1,000 0 0
PPL CORP COM 69351T106 38 1,000 SH   SOLE   1,000 0 0
PAN AMERICAN SILVER CORP COM 697900108 85 5,000 SH   SOLE   5,000 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 86 1,800 SH   SOLE   1,800 0 0
PEPSICO INC COM 713448108 2,786 25,000 SH   SOLE   25,000 0 0
PHILLIPS 66 COM 718546104 2,290 25,000 SH   SOLE   25,000 0 0
PINNACLE WEST CAP CORP COM 723484101 85 1,000 SH   SOLE   1,000 0 0
PLANTRONICS INC NEW COM 727493108 1,105 25,000 SH   SOLE   25,000 0 0
POWER INTEGRATIONS INC COM 739276103 3,660 50,000 SH   SOLE   50,000 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 77 1,200 SH   SOLE   1,200 0 0
PROCTER & GAMBLE CO COM 742718109 2,274 25,000 SH   SOLE   25,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 58 1,200 SH   SOLE   1,200 0 0
PRUDENTIAL FINL INC COM 744320102 2,711 25,500 SH   SOLE   25,500 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 46 1,000 SH   SOLE   1,000 0 0
QORVO INC COM 74736K101 1,767 25,000 SH   SOLE   25,000 0 0
QUALCOMM INC COM 747525103 2,696 52,000 SH   SOLE   52,000 0 0
QUANTA SVCS INC COM 74762E102 82 2,200 SH   SOLE   2,200 0 0
QUEST DIAGNOSTICS INC COM 74834L100 4,682 50,000 SH   SOLE   50,000 0 0
RANDGOLD RES LTD ADR 752344309 3,418 35,000 SH   SOLE   35,000 0 0
REGAL ENTMT GROUP CL A 758766109 877 54,800 SH   SOLE   54,800 0 0
REGIONS FINL CORP NEW COM 7591EP100 2,284 150,000 SH   SOLE   150,000 0 0
ROBERT HALF INTL INC COM 770323103 91 1,800 SH   SOLE   1,800 0 0
ROYAL GOLD INC COM 780287108 860 10,000 SH   SOLE   10,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 608 5,000 SH   SOLE   5,000 0 0
SPDR SERIES TRUST BLOMBERG BRC INT 78464A334 32 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST CITI INT GVT ETF 78464A490 57 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 56 2,000 SH   SOLE   2,000 0 0
SANDERSON FARMS INC COM 800013104 2,552 15,800 SH   SOLE   15,800 0 0
SANMINA CORPORATION COM 801056102 3,789 102,000 SH   SOLE   102,000 0 0
SAP SE SPON ADR 803054204 658 6,000 SH   SOLE   6,000 0 0
SCANA CORP NEW COM 80589M102 48 1,000 SH   SOLE   1,000 0 0
SCANSOURCE INC COM 806037107 2,287 52,400 SH   SOLE   52,400 0 0
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 86 1,000 SH   SOLE   1,000 0 0
SELECT COMFORT CORP COM 81616X103 71 2,300 SH   SOLE   2,300 0 0
SELECT MED HLDGS CORP COM 81619Q105 106 5,500 SH   SOLE   5,500 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 765 171,475 SH   SOLE   171,475 0 0
SIRIUS XM HLDGS INC COM 82968B103 2,208 400,000 SH   SOLE   400,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,038 20,000 SH   SOLE   20,000 0 0
SOUTHWEST AIRLS CO COM 844741108 5,682 101,500 SH   SOLE   101,500 0 0
STATE STR CORP COM 857477103 4,873 51,000 SH   SOLE   51,000 0 0
TTM TECHNOLOGIES INC COM 87305R109 3,074 200,000 SH   SOLE   200,000 0 0
TIFFANY & CO NEW COM 886547108 92 1,000 SH   SOLE   1,000 0 0
TRINITY INDS INC COM 896522109 86 2,700 SH   SOLE   2,700 0 0
II VI INC COM 902104108 4,115 100,000 SH   SOLE   100,000 0 0
UBIQUITI NETWORKS INC COM 90347A100 4,201 75,000 SH   SOLE   75,000 0 0
UNITED NAT FOODS INC COM 911163103 1,040 25,000 SH   SOLE   25,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,930 25,000 SH   SOLE   25,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,896 25,000 SH   SOLE   25,000 0 0
VAREX IMAGING CORP COM 92214X106 135 4,000 SH   SOLE   4,000 0 0
VARIAN MED SYS INC COM 92220P105 1,091 10,900 SH   SOLE   10,900 0 0
VARONIS SYS INC COM 922280102 2,095 50,000 SH   SOLE   50,000 0 0
VIRTUSA CORP COM 92827P102 1,889 50,000 SH   SOLE   50,000 0 0
VMWARE INC CL A COM 928563402 4,368 40,000 SH   SOLE   40,000 0 0
WAL-MART STORES INC COM 931142103 4,040 51,700 SH   SOLE   51,700 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,930 25,000 SH   SOLE   25,000 0 0
WESTERN DIGITAL CORP COM 958102105 3,024 35,000 SH   SOLE   35,000 0 0
WESTERN UN CO COM 959802109 65 3,400 SH   SOLE   3,400 0 0
WESTLAKE CHEM CORP COM 960413102 1,246 15,000 SH   SOLE   15,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 95 5,000 SH   SOLE   5,000 0 0
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 96949L105 34 866 SH   SOLE   866 0 0
WINNEBAGO INDS INC COM 974637100 134 3,000 SH   SOLE   3,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 130 4,500 SH   SOLE   4,500 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 2,635 25,000 SH   SOLE   25,000 0 0
WYNN RESORTS LTD COM 983134107 60 400 SH   SOLE   400 0 0
XILINX INC COM 983919101 5,312 75,000 SH   SOLE   75,000 0 0
YELP INC CL A 985817105 2,165 50,000 SH   SOLE   50,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 1,721 50,000 SH   SOLE   50,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 5,429 50,000 SH   SOLE   50,000 0 0