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
ATLAS FINANCIAL HOLDINGS INC SHS NEW G06207115 82 4,000 SH   SOLE   4,000 0 0
BUNGE LIMITED COM G16962105 3,354 50,000 SH   SOLE   50,000 0 0
COSAN LTD SHS A G25343107 2,425 250,000 SH   SOLE   250,000 0 0
GENPACT LIMITED SHS G3922B107 3,231 101,800 SH   SOLE   101,800 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 3,366 25,000 SH   SOLE   25,000 0 0
LIVANOVA PLC SHS G5509L101 2,797 35,000 SH   SOLE   35,000 0 0
GARMIN LTD SHS H2906T109 3,041 51,050 SH   SOLE   51,050 0 0
AERCAP HOLDINGS NV SHS N00985106 3,946 75,000 SH   SOLE   75,000 0 0
SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 61 1,200 SH   SOLE   1,200 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 2,280 100,000 SH   SOLE   100,000 0 0
AFLAC INC COM 001055102 145 1,650 SH   SOLE   1,650 0 0
AES CORP COM 00130H105 1,624 150,000 SH   SOLE   150,000 0 0
AARONS INC COM PAR $0.50 002535300 52 1,300 SH   SOLE   1,300 0 0
ABBVIE INC COM 00287Y109 2,418 25,000 SH   SOLE   25,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 5,772 125,000 SH   SOLE   125,000 0 0
AMEREN CORP COM 023608102 59 1,000 SH   SOLE   1,000 0 0
AMERICAN AIRLS GROUP INC COM 02376R102 62 1,200 SH   SOLE   1,200 0 0
AMERICAN ELEC PWR INC COM 025537101 74 1,000 SH   SOLE   1,000 0 0
AMERICAN EXPRESS CO COM 025816109 5,095 51,300 SH   SOLE   51,300 0 0
AMERICAS CAR MART INC COM 03062T105 98 2,200 SH   SOLE   2,200 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,548 250,000 SH   SOLE   250,000 0 0
ANIKA THERAPEUTICS INC COM 035255108 1,348 25,000 SH   SOLE   25,000 0 0
APPLE INC COM 037833100 118 700 SH   SOLE   700 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 5,010 125,000 SH   SOLE   125,000 0 0
BAIDU INC SPON ADR REP A 056752108 2,342 10,000 SH   SOLE   10,000 0 0
BARRICK GOLD CORP COM 067901108 9,767 675,000 SH   SOLE   675,000 0 0
BAXTER INTL INC COM 071813109 3,232 50,000 SH   SOLE   50,000 0 0
BERKLEY W R CORP COM 084423102 86 1,200 SH   SOLE   1,200 0 0
BEST BUY INC COM 086516101 89 1,300 SH   SOLE   1,300 0 0
BLOCK H & R INC COM 093671105 79 3,000 SH   SOLE   3,000 0 0
BOISE CASCADE CO DEL COM 09739D100 78 1,950 SH   SOLE   1,950 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,240 50,000 SH   SOLE   50,000 0 0
BRIGHTHOUSE FINL INC COM 10922N103 267 4,545 SH   SOLE   4,545 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,091 50,000 SH   SOLE   50,000 0 0
CANADIAN SOLAR INC COM 136635109 2,529 150,000 SH   SOLE   150,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 2,369 100,000 SH   SOLE   100,000 0 0
CENTENE CORP DEL COM 15135B101 5,044 50,000 SH   SOLE   50,000 0 0
CERNER CORP COM 156782104 4,043 60,000 SH   SOLE   60,000 0 0
CHEVRON CORP NEW COM 166764100 3,130 25,000 SH   SOLE   25,000 0 0
CHILDRENS PL INC COM 168905107 87 600 SH   SOLE   600 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 58 200 SH   SOLE   200 0 0
CISCO SYS INC COM 17275R102 96 2,500 SH   SOLE   2,500 0 0
CITRIX SYS INC COM 177376100 4,400 50,000 SH   SOLE   50,000 0 0
COCA COLA CO COM 191216100 4,716 102,800 SH   SOLE   102,800 0 0
COEUR MNG INC COM NEW 192108504 188 25,000 SH   SOLE   25,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 4,339 61,100 SH   SOLE   61,100 0 0
COMCAST CORP NEW CL A 20030N101 3,004 75,000 SH   SOLE   75,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 352 25,000 SH   SOLE   25,000 0 0
COPART INC COM 217204106 3,239 75,000 SH   SOLE   75,000 0 0
CORNING INC COM 219350105 4,894 153,000 SH   SOLE   153,000 0 0
CURRENCYSHARES SWEDISH KRONA SWEDISH KRONA 23129R108 581 5,000 SH   SOLE   5,000 0 0
CURRENCYSHS BRIT POUND STER BRIT POUND STE 23129S106 3,936 30,000 SH   SOLE   30,000 0 0
CURRENCYSHARES SWISS FRANC T SWISS FRANC SH 23129V109 484 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 2,312 20,000 SH   SOLE   20,000 0 0
DTE ENERGY CO COM 233331107 109 1,000 SH   SOLE   1,000 0 0
DARLING INGREDIENTS INC COM 237266101 109 6,000 SH   SOLE   6,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 90 1,600 SH   SOLE   1,600 0 0
DOLBY LABORATORIES INC COM 25659T107 1,550 25,000 SH   SOLE   25,000 0 0
DOMINION ENERGY INC COM 25746U109 81 1,000 SH   SOLE   1,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 28 333 SH   SOLE   333 0 0
EBAY INC COM 278642103 2,830 75,000 SH   SOLE   75,000 0 0
EDISON INTL COM 281020107 63 1,000 SH   SOLE   1,000 0 0
ENTERGY CORP NEW COM 29364G103 81 1,000 SH   SOLE   1,000 0 0
EXELON CORP COM 30161N101 3,980 101,000 SH   SOLE   101,000 0 0
EXPEDITORS INTL WASH INC COM 302130109 3,351 51,800 SH   SOLE   51,800 0 0
FLIR SYS INC COM 302445101 2,331 50,000 SH   SOLE   50,000 0 0
FIFTH THIRD BANCORP COM 316773100 85 2,800 SH   SOLE   2,800 0 0
FIRST AMERN FINL CORP COM 31847R102 95 1,700 SH   SOLE   1,700 0 0
FIRSTENERGY CORP COM 337932107 31 1,000 SH   SOLE   1,000 0 0
FLOWERS FOODS INC COM 343498101 2,896 150,000 SH   SOLE   150,000 0 0
GATX CORP COM 361448103 2,188 35,200 SH   SOLE   35,200 0 0
GLOBUS MED INC CL A 379577208 2,055 50,000 SH   SOLE   50,000 0 0
GOLDCORP INC NEW COM 380956409 3,192 250,000 SH   SOLE   250,000 0 0
GRAY TELEVISION INC COM 389375106 75 4,500 SH   SOLE   4,500 0 0
GREENBRIER COS INC COM 393657101 80 1,500 SH   SOLE   1,500 0 0
HCA HEALTHCARE INC COM 40412C101 4,462 50,800 SH   SOLE   50,800 0 0
HP INC COM 40434L105 137 6,500 SH   SOLE   6,500 0 0
HAIN CELESTIAL GROUP INC COM 405217100 3,179 75,000 SH   SOLE   75,000 0 0
HARLEY DAVIDSON INC COM 412822108 46 900 SH   SOLE   900 0 0
HEALTHSOUTH CORP COM NEW 421924309 5,060 102,400 SH   SOLE   102,400 0 0
HORTONWORKS INC COM 440894103 503 25,000 SH   SOLE   25,000 0 0
ILG INC COM 44967H101 74 2,600 SH   SOLE   2,600 0 0
IMPAX LABORATORIES INC COM 45256B101 1,665 100,000 SH   SOLE   100,000 0 0
IMMUNOMEDICS INC COM 452907108 808 50,000 SH   SOLE   50,000 0 0
INTEGER HLDGS CORP COM 45826H109 3,397 75,000 SH   SOLE   75,000 0 0
INTERNAT BUSINESS MACHS COM 459200101 3,943 25,700 SH   SOLE   25,700 0 0
INTERPUBLIC GROUP OF COS INC COM 460690100 1,008 50,000 SH   SOLE   50,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 3,649 10,000 SH   SOLE   10,000 0 0
IROBOT CORP COM 462726100 3,498 45,600 SH   SOLE   45,600 0 0
ISHARES GOLD TRUST ISHARES 464285105 313 25,000 SH   SOLE   25,000 0 0
ISHARES TR INTL TREA BD ETF 464288117 100 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 2,625 100,000 SH   SOLE   100,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 3,006 125,000 SH   SOLE   125,000 0 0
JUNIPER NETWORKS INC COM 48203R104 71 2,500 SH   SOLE   2,500 0 0
KAPSTONE PAPER & PACKAGING C COM 48562P103 70 3,100 SH   SOLE   3,100 0 0
KB HOME COM 48666K109 4,943 154,700 SH   SOLE   154,700 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,816 110,160 SH   SOLE   110,160 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 2,472 15,500 SH   SOLE   15,500 0 0
LANDSTAR SYS INC COM 515098101 5,351 51,400 SH   SOLE   51,400 0 0
LEAR CORP COM NEW 521865204 4,505 25,500 SH   SOLE   25,500 0 0
LIFEPOINT HEALTH INC COM 53219L109 40 800 SH   SOLE   800 0 0
LINDSAY CORP COM 535555106 882 10,000 SH   SOLE   10,000 0 0
LULULEMON ATHLETICA INC COM 550021109 1,965 25,000 SH   SOLE   25,000 0 0
LYON WILLIAM HOMES CL A NEW 552074700 116 4,000 SH   SOLE   4,000 0 0
MASIMO CORP COM 574795100 2,120 25,000 SH   SOLE   25,000 0 0
MAXAR TECHNOLOGIES LTD COM 57778L103 1,511 23,490 SH   SOLE   23,490 0 0
METLIFE INC COM 59156R108 56 1,100 SH   SOLE   1,100 0 0
MICROSOFT CORP COM 594918104 4,277 50,000 SH   SOLE   50,000 0 0
MOLINA HEALTHCARE INC COM 60855R100 3,926 51,200 SH   SOLE   51,200 0 0
MONSANTO CO NEW COM 61166W101 2,920 25,000 SH   SOLE   25,000 0 0
MURPHY USA INC COM 626755102 72 900 SH   SOLE   900 0 0
NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 59 5,000 SH   SOLE   5,000 0 0
NETAPP INC COM 64110D104 2,832 51,200 SH   SOLE   51,200 0 0
NEWMONT MINING CORP COM 651639106 11,256 300,000 SH   SOLE   300,000 0 0
NEXTERA ENERGY INC COM 65339F101 156 1,000 SH   SOLE   1,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 136 2,000 SH   SOLE   2,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 30 1,000 SH   SOLE   1,000 0 0
ONEOK INC NEW UNIT LTD PARTN 682680103 53 985 SH   SOLE   985 0 0
ORACLE CORP COM 68389X105 4,728 100,000 SH   SOLE   100,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102 4,797 75,000 SH   SOLE   75,000 0 0
PG&E CORP COM 69331C108 45 1,000 SH   SOLE   1,000 0 0
PPL CORP COM 69351T106 31 1,000 SH   SOLE   1,000 0 0
PAN AMERICAN SILVER CORP COM 697900108 78 5,000 SH   SOLE   5,000 0 0
PEPSICO INC COM 713448108 2,998 25,000 SH   SOLE   25,000 0 0
PHILLIPS 66 COM 718546104 2,529 25,000 SH   SOLE   25,000 0 0
PINNACLE WEST CAP CORP COM 723484101 85 1,000 SH   SOLE   1,000 0 0
POWER INTEGRATIONS INC COM 739276103 3,678 50,000 SH   SOLE   50,000 0 0
PRINCIPAL FINL GROUP NC COM 74251V102 85 1,200 SH   SOLE   1,200 0 0
PROCTER & GAMBLE CO COM 742718109 2,297 25,000 SH   SOLE   25,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 68 1,200 SH   SOLE   1,200 0 0
PRUDENTIAL FINL INC COM 744320102 57 500 SH   SOLE   500 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 52 1,000 SH   SOLE   1,000 0 0
QUALCOMM INC COM 747525103 128 2,000 SH   SOLE   2,000 0 0
QUANTA SVCS INC COM 74762E102 86 2,200 SH   SOLE   2,200 0 0
QUEST DIAGNOSTICS INC COM 74834L100 4,993 50,700 SH   SOLE   50,700 0 0
RANDGOLD RES LTD ADR 752344309 2,472 25,000 SH   SOLE   25,000 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 1,410 25,000 SH   SOLE   25,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 1,296 75,000 SH   SOLE   75,000 0 0
ROBERT HALF INTL INC COM 770323103 100 1,800 SH   SOLE   1,800 0 0
ROYAL GOLD INC COM 780287108 821 10,000 SH   SOLE   10,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 618 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 58 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST BLOMBERG BRC INTL TR 78464A516 57 2,000 SH   SOLE   2,000 0 0
SANDERSON FARMS INC COM 800013104 2,151 15,500 SH   SOLE   15,500 0 0
SANMINA CORPORATION COM 801056102 3,366 102,000 SH   SOLE   102,000 0 0
SAP SE SPON ADR 803054204 506 4,500 SH   SOLE   4,500 0 0
SCANA CORP NEW COM 80589M102 40 1,000 SH   SOLE   1,000 0 0
SCANSOURCE INC COM 806037107 1,876 52,400 SH   SOLE   52,400 0 0
SELECT MED HLDGS CORP COM 81619Q105 97 5,500 SH   SOLE   5,500 0 0
SIBANYE GOLD LTD SPONSORED ADR 825724206 883 174,904 SH   SOLE   174,904 0 0
SIRIUS XM HLDGS INC COM 82968B103 2,144 400,000 SH   SOLE   400,000 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 4,748 50,000 SH   SOLE   50,000 0 0
SLEEP NUMBER CORP COM 83125X103 86 2,300 SH   SOLE   2,300 0 0
SOUTHWEST AIRLS CO COM 844741108 5,007 76,500 SH   SOLE   76,500 0 0
STATE STR CORP COM 857477103 4,978 51,000 SH   SOLE   51,000 0 0
SUNOCO LP COM U REP LP 86765K109 568 20,000 SH   SOLE   20,000 0 0
SYNTEL INC COM 87162H103 1,150 50,000 SH   SOLE   50,000 0 0
TEMPUR SEALY INTL INC COM 88023U101 63 1,000 SH   SOLE   1,000 0 0
TIFFANY & CO NEW COM 886547108 104 1,000 SH   SOLE   1,000 0 0
TIME WARNER INC COM NEW 887317303 2,287 25,000 SH   SOLE   25,000 0 0
TRAVELERS COMPANIES INC COM 89417E109 2,713 20,000 SH   SOLE   20,000 0 0
TRINITY INDS INC COM 896522109 101 2,700 SH   SOLE   2,700 0 0
II VI INC COM 902104108 3,521 75,000 SH   SOLE   75,000 0 0
UBIQUITI NETWORKS INC COM 90347A100 4,190 59,000 SH   SOLE   59,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,479 10,000 SH   SOLE   10,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,511 25,000 SH   SOLE   25,000 0 0
VAREX IMAGING CORP COM 92214X106 161 4,000 SH   SOLE   4,000 0 0
VARIAN MED SYS INC COM 92220P105 1,212 10,900 SH   SOLE   10,900 0 0
VARONIS SYS INC COM 922280102 2,428 50,000 SH   SOLE   50,000 0 0
VIRTUSA CORP COM 92827P102 3,306 75,000 SH   SOLE   75,000 0 0
VMWARE INC CL A COM 928563402 5,013 40,000 SH   SOLE   40,000 0 0
WABASH NATL CORP COM 929566107 3,331 153,500 SH   SOLE   153,500 0 0
WAL-MART STORES INC COM 931142103 5,046 51,100 SH   SOLE   51,100 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,815 25,000 SH   SOLE   25,000 0 0
WESTERN DIGITAL CORP COM 958102105 2,784 35,000 SH   SOLE   35,000 0 0
WESTLAKE CHEM CORP COM 960413102 1,598 15,000 SH   SOLE   15,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 111 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 95 1,700 SH   SOLE   1,700 0 0
WOLVERINE WORLD WIDE INC COM 978097103 143 4,500 SH   SOLE   4,500 0 0
WYNDHAM WORLDWIDE CORP COM 98310W108 2,897 25,000 SH   SOLE   25,000 0 0
XILINX INC COM 983919101 3,371 50,000 SH   SOLE   50,000 0 0