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
AIRCASTLE LTD COM G0129K104 81 4,000 SH   SOLE   4,000 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 2,721 30,000 SH   SOLE   30,000 0 0
CARDTRONICS PLC SHS CL A G1991C105 2,668 75,000 SH   SOLE   75,000 0 0
ENDO INTL PLC SHS G30401106 1,606 200,000 SH   SOLE   200,000 0 0
FABRINET SHS G3323L100 2,697 51,500 SH   SOLE   51,500 0 0
GENPACT LIMITED SHS G3922B107 1,330 37,800 SH   SOLE   37,800 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 57 400 SH   SOLE   400 0 0
LIVANOVA PLC SHS G5509L101 1,945 20,000 SH   SOLE   20,000 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 3,587 165,000 SH   SOLE   165,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,264 26,400 SH   SOLE   26,400 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 54 1,200 SH   SOLE   1,200 0 0
GARMIN LTD SHS H2906T109 1,295 15,000 SH   SOLE   15,000 0 0
GLOBANT S A COM L44385109 1,785 25,000 SH   SOLE   25,000 0 0
STRATASYS LTD SHS M85548101 1,191 50,000 SH   SOLE   50,000 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,261 15,000 SH   SOLE   15,000 0 0
AFLAC INC COM 001055102 3,080 61,600 SH   SOLE   61,600 0 0
AES CORP COM 00130H105 904 50,000 SH   SOLE   50,000 0 0
AMC NETWORKS INC CL A 00164V103 3,479 61,300 SH   SOLE   61,300 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 1,114 75,000 SH   SOLE   75,000 0 0
AMN HEALTHCARE SERVICES INC COM 001744101 1,248 26,500 SH   SOLE   26,500 0 0
ANI PHARMACEUTICALS INC COM 00182C103 952 13,500 SH   SOLE   13,500 0 0
AGNICO EAGLE MINES LTD SHS 008474108 9,787 225,000 SH   SOLE   225,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,657 51,000 SH   SOLE   51,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 2,704 20,000 SH   SOLE   20,000 0 0
AMEREN CORP COM 023608102 74 1,000 SH   SOLE   1,000 0 0
AMERICAN ELEC PWR INC COM 025537101 84 1,000 SH   SOLE   1,000 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 4,434 200,000 SH   SOLE   200,000 0 0
AMERICAN EXPRESS CO COM 025816109 2,820 25,800 SH   SOLE   25,800 0 0
AMGEN INC COM 031162100 3,800 20,000 SH   SOLE   20,000 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,620 200,000 SH   SOLE   200,000 0 0
APPLE INC COM 037833100 57 300 SH   SOLE   300 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 3,235 75,000 SH   SOLE   75,000 0 0
BANKUNITED INC COM 06652K103 50 1,500 SH   SOLE   1,500 0 0
BARRICK GOLD CORP COM 067901108 15,810 1,153,200 SH   SOLE   1,153,200 0 0
W R BERKLEY CORPORATION COM 084423102 59 700 SH   SOLE   700 0 0
BIOGEN INC COM 09062X103 2,364 10,000 SH   SOLE   10,000 0 0
BIOTELEMETRY INC COM 090672106 939 15,000 SH   SOLE   15,000 0 0
BJS RESTAURANTS INC COM 09180C106 2,407 50,900 SH   SOLE   50,900 0 0
BLOCK H & R INC COM 093671105 838 35,000 SH   SOLE   35,000 0 0
BOSTON BEER INC CL A 100557107 59 200 SH   SOLE   200 0 0
BRINKER INTL INC COM 109641100 3,404 76,700 SH   SOLE   76,700 0 0
CDW CORP COM 12514G108 723 7,500 SH   SOLE   7,500 0 0
CF INDS HLDGS INC COM 125269100 1,022 25,000 SH   SOLE   25,000 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 2,236 25,700 SH   SOLE   25,700 0 0
CIGNA CORPORATION COM 125523100 31 194 SH   SOLE   194 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 913 60,000 SH   SOLE   60,000 0 0
CVS HEALTH CORP COM 126650100 1,931 35,800 SH   SOLE   35,800 0 0
CANADIAN SOLAR INC COM 136635109 2,329 125,000 SH   SOLE   125,000 0 0
CARDINAL HEALTH INC COM 14149Y108 53 1,100 SH   SOLE   1,100 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 1,933 50,000 SH   SOLE   50,000 0 0
CARTERS INC COM 146229109 2,086 20,700 SH   SOLE   20,700 0 0
CELGENE CORP COM 151020104 3,302 35,000 SH   SOLE   35,000 0 0
CENTENE CORP DEL COM 15135B101 2,124 40,000 SH   SOLE   40,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 2,179 15,000 SH   SOLE   15,000 0 0
CHEESECAKE FACTORY INC COM 163072101 1,786 36,500 SH   SOLE   36,500 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 839 20,000 SH   SOLE   20,000 0 0
CHEVRON CORP NEW COM 166764100 616 5,000 SH   SOLE   5,000 0 0
CHICOS FAS INC COM 168615102 854 200,000 SH   SOLE   200,000 0 0
CHUYS HLDGS INC COM 171604101 34 1,500 SH   SOLE   1,500 0 0
CIENA CORP COM NEW 171779309 2,427 65,000 SH   SOLE   65,000 0 0
COEUR MNG INC COM NEW 192108504 102 25,000 SH   SOLE   25,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,891 26,100 SH   SOLE   26,100 0 0
COHEN & STEERS INC COM 19247A100 68 1,600 SH   SOLE   1,600 0 0
COMCAST CORP NEW CL A 20030N101 64 1,600 SH   SOLE   1,600 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 432 25,000 SH   SOLE   25,000 0 0
CORNING INC COM 219350105 99 3,000 SH   SOLE   3,000 0 0
COVANTA HLDG CORP COM 22282E102 2,164 125,000 SH   SOLE   125,000 0 0
CREE INC COM 225447101 4,291 75,000 SH   SOLE   75,000 0 0
CROWN HOLDINGS INC COM 228368106 1,364 25,000 SH   SOLE   25,000 0 0
DTE ENERGY CO COM 233331107 125 1,000 SH   SOLE   1,000 0 0
DSW INC CL A 23334L102 1,111 50,000 SH   SOLE   50,000 0 0
DARLING INGREDIENTS UNC COM 237266101 1,710 79,000 SH   SOLE   79,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 1,745 35,000 SH   SOLE   35,000 0 0
DAVITA INC COM 23918K108 1,900 35,000 SH   SOLE   35,000 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 83 1,600 SH   SOLE   1,600 0 0
DICKS SPORTING GOODS INC COM 253393102 3,206 87,100 SH   SOLE   87,100 0 0
DIODES INC COM 254543101 520 15,000 SH   SOLE   15,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,409 30,700 SH   SOLE   30,700 0 0
DISCOVER FINL SVCS COM 254709108 1,836 25,800 SH   SOLE   25,800 0 0
DOLLAR GEN CORP NEW COM 256677105 2,982 25,000 SH   SOLE   25,000 0 0
DOMINION ENERGY INC COM 25746U109 128 1,669 SH   SOLE   1,669 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 840 9,333 SH   SOLE   9,333 0 0
DUNKIN BRANDS GROUP INC COM 265504100 3,755 50,000 SH   SOLE   50,000 0 0
EDISON INTL COM 281020107 619 10,000 SH   SOLE   10,000 0 0
EMERGENT BIOSOLUTIONS INC COM 29089Q105 505 10,000 SH   SOLE   10,000 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 955 10,000 SH   SOLE   10,000 0 0
ENCOMPASS HEALTH CORP COM 29261A100 958 16,400 SH   SOLE   16,400 0 0
ENTERGY CORP NEW COM 29364G103 1,530 16,000 SH   SOLE   16,000 0 0
EVERTEC INC COM 30040P103 787 28,300 SH   SOLE   28,300 0 0
EXACT SCIENCES CORP COM 30063P105 866 10,000 SH   SOLE   10,000 0 0
EXELON CORP COM 30161N101 5,840 116,500 SH   SOLE   116,500 0 0
EXPEDITORS INTL WASH INC COM 302130109 2,717 35,800 SH   SOLE   35,800 0 0
EXPRESS INC COM 30219E103 890 208,000 SH   SOLE   208,000 0 0
FACTSET RESH SYS INC COM 303075105 2,483 10,000 SH   SOLE   10,000 0 0
FARO TECHNOLOGIES INC COM 311642102 1,098 25,000 SH   SOLE   25,000 0 0
FASTENAL CO COM 311900104 2,650 41,200 SH   SOLE   41,200 0 0
F5 NETWORKS INC COM 315616102 3,217 20,500 SH   SOLE   20,500 0 0
FIREEYE INC COM 31816Q101 1,679 100,000 SH   SOLE   100,000 0 0
FIRSTENERGY CORP COM 337932107 42 1,000 SH   SOLE   1,000 0 0
FLOWERS FOODS INC COM 343498101 1,066 50,000 SH   SOLE   50,000 0 0
FORWARD AIR CORP COM 349853101 1,036 16,000 SH   SOLE   16,000 0 0
GAP INC DEL COM 364760108 55 2,100 SH   SOLE   2,100 0 0
GENERAC HLDGS INC COM 368736104 3,130 61,100 SH   SOLE   61,100 0 0
GENESCO INC COM 371532102 4,555 100,000 SH   SOLE   100,000 0 0
GENTEX CORP COM 371901109 2,639 127,600 SH   SOLE   127,600 0 0
GENTHERM INC COM 37253A103 995 27,000 SH   SOLE   27,000 0 0
GOLDCORP INC NEW COM 380956409 5,720 500,000 SH   SOLE   500,000 0 0
GRAY TELEVISION INC COM 389375106 1,666 78,000 SH   SOLE   78,000 0 0
HCA HEALTHCARE INC COM 40412C101 1,382 10,600 SH   SOLE   10,600 0 0
HP INC COM 40434L105 2,021 104,000 SH   SOLE   104,000 0 0
HACKETT GROUP INC COM 404609109 79 5,000 SH   SOLE   5,000 0 0
HALLIBURTON CO COM 406216101 1,025 35,000 SH   SOLE   35,000 0 0
HANESBRANDS INC COM 410345102 1,788 100,000 SH   SOLE   100,000 0 0
HELMERICH & PAYNE INC COM 423452101 1,389 25,000 SH   SOLE   25,000 0 0
HIBBETT SPORTS INC COM 428567101 2,281 100,000 SH   SOLE   100,000 0 0
HOME DEPOT INC COM 437076102 959 5,000 SH   SOLE   5,000 0 0
HUB GROUP INC CL A 443320106 53 1,300 SH   SOLE   1,300 0 0
ICU MED INC COM 44930G107 1,197 5,000 SH   SOLE   5,000 0 0
IMMERSION CORP COM 452521107 67 8,000 SH   SOLE   8,000 0 0
INSIGHT ENTERPRISES INC COM 45765U103 72 1,300 SH   SOLE   1,300 0 0
INPHI CORP COM 45772F107 1,093 25,000 SH   SOLE   25,000 0 0
INOGEN INC COM 45780L104 1,431 15,000 SH   SOLE   15,000 0 0
INNOVIVA INC COM 45781M101 1,754 125,000 SH   SOLE   125,000 0 0
INTEL CORP COM 458140100 3,490 65,000 SH   SOLE   65,000 0 0
INTEGER HLDGS CORP COM 45826H109 1,886 25,000 SH   SOLE   25,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 1,120 53,300 SH   SOLE   53,300 0 0
INVESCO CURRENCYSHARES EURO EURO SHS 46138K103 2,140 20,000 SH   SOLE   20,000 0 0
INVESCO CURNCYSHS BRIT PND S BRIT POUN 46138M109 2,526 20,000 SH   SOLE   20,000 0 0
INVESCO CURNCYSHS SWISS FRAN SWISS FRANC 46138R108 467 5,000 SH   SOLE   5,000 0 0
INVESCO CURNCYSHS SWEDSH KRO SWEDISH KRONA 46138V109 501 5,000 SH   SOLE   5,000 0 0
INVESCO CURNCYSHS JAPANESE Y JAPANESE YEN 46138W107 86 1,000 SH   SOLE   1,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 309 25,000 SH   SOLE   25,000 0 0
ISHARES TR INTL TREA BD ETF 464288117 98 2,000 SH   SOLE   2,000 0 0
ISHARESTR 3YRTB ETF 464288125 79 1,000 SH   SOLE   1,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 900 50,000 SH   SOLE   50,000 0 0
J2 GLOBAL INC COM 48123V102 52 600 SH   SOLE   600 0 0
JUNIPER NETWORKS INC COM 48203R104 2,038 77,000 SH   SOLE   77,000 0 0
KELLOGG CO COM 487836108 2,008 35,000 SH   SOLE   35,000 0 0
KEMET CORP COM NEW 488360207 2,617 154,200 SH   SOLE   154,200 0 0
KINROSS GOLD CORP COM NO PAR 496902404 1,720 500,000 SH   SOLE   500,000 0 0
KNOLL INC COM NEW 498904200 66 3,500 SH   SOLE   3,500 0 0
KOHLS CORP COM 500255104 3,438 50,000 SH   SOLE   50,000 0 0
KROGER CO COM 501044101 3,136 127,500 SH   SOLE   127,500 0 0
LANDSTAR SYS INC COM 515098101 3,282 30,000 SH   SOLE   30,000 0 0
LOWES COS INC COM 548661107 2,189 20,000 SH   SOLE   20,000 0 0
LULULEMON ATHLETICA INC COM 550021109 2,458 15,000 SH   SOLE   15,000 0 0
LUMINEX CORP DEL COM 55027E102 2,945 128,000 SH   SOLE   128,000 0 0
MSC INDL DIRECT INC CL A 553530106 83 1,000 SH   SOLE   1,000 0 0
MACYS INC COM 55616P104 1,846 76,800 SH   SOLE   76,800 0 0
MALIBU BOATS INC COM CL A 56117J100 2,573 65,000 SH   SOLE   65,000 0 0
MATSON INC COM 57686G105 2,707 75,000 SH   SOLE   75,000 0 0
MAXIMUS INC COM 577933104 71 1,000 SH   SOLE   1,000 0 0
MICRON TECHNOLOGY INC COM 595112103 1,033 25,000 SH   SOLE   25,000 0 0
MOMO INC ADR 60879B107 1,912 50,000 SH   SOLE   50,000 0 0
MOSAIC CO NEW COM 61945C103 956 35,000 SH   SOLE   35,000 0 0
NANOMETRICS INC COM 630077105 3,088 100,000 SH   SOLE   100,000 0 0
NATIONAL GEN HLDGS CORP COM 636220303 71 3,000 SH   SOLE   3,000 0 0
NAVIGANT CONSULTING INC COM 63935N107 60 3,100 SH   SOLE   3,100 0 0
NEOGENOMICS INC COM NEW 64049M209 4,092 200,000 SH   SOLE   200,000 0 0
NETAPP INC COM 64110D104 1,817 26,200 SH   SOLE   26,200 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 881 10,000 SH   SOLE   10,000 0 0
NEWMONT MINING CORP COM 651639106 10,731 300,000 SH   SOLE   300,000 0 0
NEXTERA ENERGY INC COM 65339F101 193 1,000 SH   SOLE   1,000 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 19 400 SH   SOLE   400 0 0
NUSTAR ENERGY LP COM 67058H102 834 31,000 SH   SOLE   31,000 0 0
NUVASIVE INC COM 670704105 1,988 35,000 SH   SOLE   35,000 0 0
OMNICOM GROUP INC COM 681919106 1,460 20,000 SH   SOLE   20,000 0 0
ONEOK INC NEW UNIT LTD PARTN 682680103 69 985 SH   SOLE   985 0 0
PBF ENERGY INC CL A 69318G106 1,090 35,000 SH   SOLE   35,000 0 0
PPL CORP COM 69351T106 793 25,000 SH   SOLE   25,000 0 0
PTC THERAPEUTICS INC COM 69366J200 1,882 50,000 SH   SOLE   50,000 0 0
PAN AMERICAN SILVER CORP COM 697900108 729 55,000 SH   SOLE   55,000 0 0
PHILLIPS 66 COM 718546104 2,379 25,000 SH   SOLE   25,000 0 0
PINNACLE WEST CAP CORP COM 723484101 96 1,000 SH   SOLE   1,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,889 26,200 SH   SOLE   26,200 0 0
PUBLIC SVC ENTERPRISE GROUP COM 744573106 59 1,000 SH   SOLE   1,000 0 0
QUALCOMM INC COM 747525103 1,494 26,200 SH   SOLE   26,200 0 0
QUANTA SVCS INC COM 74762E102 1,887 50,000 SH   SOLE   50,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 72 800 SH   SOLE   800 0 0
REGENERON PHARMACEUTICALS COM 75886F107 3,080 7,500 SH   SOLE   7,500 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 85 600 SH   SOLE   600 0 0
RESOURCES CONNECTION INC COM 76122Q105 63 3,800 SH   SOLE   3,800 0 0
ROBERT HALF INTL INC COM 770323103 3,356 51,500 SH   SOLE   51,500 0 0
ROYAL GOLD INC COM 780287108 2,273 25,000 SH   SOLE   25,000 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 610 5,000 SH   SOLE   5,000 0 0
SPDR SERIES TRUST BLOMBERG BRC INT 78464A334 31 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST CITI INT GOVT ETF 78464A490 54 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST BLOMBER INTL TR 78464A516 56 2,000 SH   SOLE   2,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 2,301 125,000 SH   SOLE   125,000 0 0
SANDERSON FARMS INC COM 800013104 66 500 SH   SOLE   500 0 0
SAP SE COM 803054204 115 1,000 SH   SOLE   1,000 0 0
SCANSOURCE INC COM 806037107 2,328 65,000 SH   SOLE   65,000 0 0
SCHEIN HENRY INC COM 806407102 3,679 61,200 SH   SOLE   61,200 0 0
SCHLUMBERGER LTD COM 806857108 1,525 35,000 SH   SOLE   35,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 77 5,500 SH   SOLE   5,500 0 0
SHUTTERSTOCK INC COM 825690100 1,711 36,700 SH   SOLE   36,700 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 751 181,900 SH   SOLE   181,900 0 0
SIRIUS XM HLDGS INC COM 82968B103 4,610 813,000 SH   SOLE   813,000 0 0
SMUCKER J M CO COM 832696405 47 400 SH   SOLE   400 0 0
SOUTHERN CO COM 842587107 775 15,000 SH   SOLE   15,000 0 0
SPIRIT AIRLS INC COM 848577102 1,850 35,000 SH   SOLE   35,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,751 127,700 SH   SOLE   127,700 0 0
STARBUCKS CORP COM 855244109 3,717 50,000 SH   SOLE   50,000 0 0
STEELCASE INC CL A 858155203 1,877 129,000 SH   SOLE   129,000 0 0
STRATEGIC ED INC COM 86272C103 657 5,000 SH   SOLE   5,000 0 0
STRYKER CORP COM 863667101 988 5,000 SH   SOLE   5,000 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 1,402 40,000 SH   SOLE   40,000 0 0
TCF FINL CORP COM 872275102 1,109 53,600 SH   SOLE   53,600 0 0
TABLEAU SOFTWARE INC CL A 87336U105 2,546 20,000 SH   SOLE   20,000 0 0
TAPESTRY INC COM 876030107 49 1,500 SH   SOLE   1,500 0 0
TARGET CORP COM 87612E106 6,019 75,000 SH   SOLE   75,000 0 0
TELEPHONE & DATA SYS INC COM NEW 879433829 1,536 50,000 SH   SOLE   50,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,244 77,800 SH   SOLE   77,800 0 0
TETRA TECH INC NEW COM 88162G103 3,623 60,800 SH   SOLE   60,800 0 0
3-D SYS CORP DEL COM NEW 88554D205 2,421 225,000 SH   SOLE   225,000 0 0
TILE SHOP HLDGS INC COM 88677Q109 566 100,000 SH   SOLE   100,000 0 0
21VIANET GROUP INC SPONSORED ADR 90138A103 595 75,000 SH   SOLE   75,000 0 0
TYSON FOODS INC CL A 902494103 56 800 SH   SOLE   800 0 0
ULTA BEAUTY INC COM 90384S303 1,744 5,000 SH   SOLE   5,000 0 0
UNDER ARMOUR INC CL C 904311206 660 35,000 SH   SOLE   35,000 0 0
UNITED NAT FOODS INC COM 911163103 661 50,000 SH   SOLE   50,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106 2,235 20,000 SH   SOLE   20,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 1,875 150,000 SH   SOLE   150,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 2,934 25,000 SH   SOLE   25,000 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 2,007 15,000 SH   SOLE   15,000 0 0
URBAN OUTFITTERS INC COM 917047102 2,223 75,000 SH   SOLE   75,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,272 15,000 SH   SOLE   15,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,732 46,200 SH   SOLE   46,200 0 0
VERINT SYS INC COM 92343X100 1,496 25,000 SH   SOLE   25,000 0 0
VIACOM INC NEW CL B 92553P201 2,872 102,300 SH   SOLE   102,300 0 0
VIRTUSA CORP COM 92827P102 1,871 35,000 SH   SOLE   35,000 0 0
VMWARE INC CL A COM 928563402 1,805 10,000 SH   SOLE   10,000 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,227 51,000 SH   SOLE   51,000 0 0
WEIS MKTS INC COM 948849104 65 1,600 SH   SOLE   1,600 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 1,349 5,000 SH   SOLE   5,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 1,786 75,000 SH   SOLE   75,000 0 0
WILLIAMS COS INC DEL COM 969457100 37 1,293 SH   SOLE   1,293 0 0
WILLIAMS SONOMA INC COM 969904101 3,461 61,500 SH   SOLE   61,500 0 0
XPERI CORP COM 98421B100 1,755 75,000 SH   SOLE   75,000 0 0
YAMANA GOLD INC COM 98462Y100 1,044 400,000 SH   SOLE   400,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,048 5,000 SH   SOLE   5,000 0 0