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 2,277 101,500 SH   SOLE   101,500 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 3,161 30,500 SH   SOLE   30,500 0 0
COSAN LTD SHS A G25343107 1,490 100,000 SH   SOLE   100,000 0 0
FABRINET SHS G3323L100 2,680 51,250 SH   SOLE   51,250 0 0
GENPACT LIMITED SHS G3922B107 969 25,000 SH   SOLE   25,000 0 0
SEASPAN CORP SHS Y75638109 1,063 100,000 SH   SOLE   100,000 0 0
AFLAC INC COM 001055102 1,884 36,000 SH   SOLE   36,000 0 0
AES CORP COM 00130H105 2,083 127,500 SH   SOLE   127,500 0 0
AMC NETWORKS INC CL A 00164V103 2,950 60,000 SH   SOLE   60,000 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 1,338 125,000 SH   SOLE   125,000 0 0
ANI PHARMACEUTICALS INC COM 00182C103 2,587 35,500 SH   SOLE   35,500 0 0
AT&T INC COM 00206R102 76 2,000 SH   SOLE   2,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 10,802 201,500 SH   SOLE   201,500 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,655 40,000 SH   SOLE   40,000 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 870 150,000 SH   SOLE   150,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,028 10,500 SH   SOLE   10,500 0 0
ALLEGIANT TRAVEL CO COM 01748X102 1,534 10,250 SH   SOLE   10,250 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 2,352 50,000 SH   SOLE   50,000 0 0
ALLSTATE CORP COM 020002101 1,168 10,750 SH   SOLE   10,750 0 0
AMEREN CORP COM 023608102 80 1,000 SH   SOLE   1,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 94 1,000 SH   SOLE   1,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 2,028 125,000 SH   SOLE   125,000 0 0
AMERICAN EXPRESS CO COM 025816109 3,016 25,500 SH   SOLE   25,500 0 0
AMGEN INC COM 031162100 1,016 5,250 SH   SOLE   5,250 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 4,595 251,500 SH   SOLE   251,500 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 1,179 25,750 SH   SOLE   25,750 0 0
ATKORE INTL GROUP INC COM 047649108 1,062 35,000 SH   SOLE   35,000 0 0
B & G FOODS INC NEW COM 05508R106 662 35,000 SH   SOLE   35,000 0 0
BARRICK GOLD CORPORATION COM 067901108 14,006 808,200 SH   SOLE   808,200 0 0
BIOGEN INC COM 09062X103 1,746 7,500 SH   SOLE   7,500 0 0
BLOCK H & R INC COM 093671105 827 35,000 SH   SOLE   35,000 0 0
BRINKER INTL INC COM 109641100 2,134 50,000 SH   SOLE   50,000 0 0
BROADCOM INC COM 11135F101 1,449 5,250 SH   SOLE   5,250 0 0
B2GOLD CORP COM 11777Q209 646 200,000 SH   SOLE   200,000 0 0
CF INDS HLDGS INC COM 125269100 1,230 25,000 SH   SOLE   25,000 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 846 60,000 SH   SOLE   60,000 0 0
CAMPBELL SOUP CO COM 134429109 1,642 35,000 SH   SOLE   35,000 0 0
CANADIAN SOLAR INC COM 136635109 3,361 178,000 SH   SOLE   178,000 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 1,890 39,768 SH   SOLE   39,768 0 0
CELGENE CORP COM 151020104 3,972 40,000 SH   SOLE   40,000 0 0
CENTENE CORP DEL COM 15135B101 865 20,000 SH   SOLE   20,000 0 0
CERNER CORP COM 156782104 1,023 15,000 SH   SOLE   15,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 33 250 SH   SOLE   250 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 910 20,000 SH   SOLE   20,000 0 0
CHICOS FAS INC COM 168615102 806 200,000 SH   SOLE   200,000 0 0
CIENA CORP COM NEW 171779309 4,011 102,250 SH   SOLE   102,250 0 0
CIRRUS LOGIC INC COM 172755100 1,875 35,000 SH   SOLE   35,000 0 0
COEUR MNG INC COM NEW 192108504 120 25,000 SH   SOLE   25,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 603 10,000 SH   SOLE   10,000 0 0
COMCAST CORP NEW CL A 20030N101 4,598 102,000 SH   SOLE   102,000 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 1,139 75,000 SH   SOLE   75,000 0 0
CORCEPT THERAPEUTICS INC COM 218352102 866 61,296 SH   SOLE   61,296 0 0
COVANTA HLDG CORP COM 22282E102 1,297 75,000 SH   SOLE   75,000 0 0
CROWN HOLDINGS INC COM 228368106 2,642 40,000 SH   SOLE   40,000 0 0
DTE ENERGY CO COM 233331107 133 1,000 SH   SOLE   1,000 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 974 25,000 SH   SOLE   25,000 0 0
DESIGNER BRANDS INC CL A 250565108 856 50,000 SH   SOLE   50,000 0 0
DICKS SPORTING GOODS INC COM 253393102 3,469 85,000 SH   SOLE   85,000 0 0
DISNEY WALT CO COM DISNEY 254687106 3,349 25,700 SH   SOLE   25,700 0 0
DISCOVER FINL SVCS COM 254709108 4,148 51,150 SH   SOLE   51,150 0 0
DISCOVERY INC COM SER A 25470F104 1,997 75,000 SH   SOLE   75,000 0 0
DOMINION ENERGY INC COM 25746U109 135 1,669 SH   SOLE   1,669 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 479 5,000 SH   SOLE   5,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 4,028 50,750 SH   SOLE   50,750 0 0
EBAY INC COM 278642103 39 1,000 SH   SOLE   1,000 0 0
EDISON INTL COM 281020107 377 5,000 SH   SOLE   5,000 0 0
ENPHASE ENERGY INC COM 29355A107 1,112 50,000 SH   SOLE   50,000 0 0
ENTERGY CORP NEW COM 29364G103 117 1,000 SH   SOLE   1,000 0 0
EXELON CORP COM 30161N101 1,449 30,000 SH   SOLE   30,000 0 0
EXELIXIS INC COM 30161Q104 1,804 102,000 SH   SOLE   102,000 0 0
EXPRESS INC COM 30219E103 688 200,000 SH   SOLE   200,000 0 0
FASTENAL CO COM 311900104 1,666 51,000 SH   SOLE   51,000 0 0
F5 NETWORKS INC COM 315616102 1,404 10,000 SH   SOLE   10,000 0 0
FIREEYE INC COM 31816Q101 667 50,000 SH   SOLE   50,000 0 0
FIRST SOLAR INC COM 336433107 2,944 50,750 SH   SOLE   50,750 0 0
FIRSTENERGY CORP COM 337932107 48 1,000 SH   SOLE   1,000 0 0
FLOWERS FOODS INC COM 343498101 1,156 50,000 SH   SOLE   50,000 0 0
FORMFACTOR INC COM 346375108 485 26,000 SH   SOLE   26,000 0 0
GENERAC HLDGS INC COM 368736104 3,956 50,500 SH   SOLE   50,500 0 0
GENERAL MLS INC COM 370334104 3,390 61,500 SH   SOLE   61,500 0 0
GENTEX CORP COM 371901109 3,442 125,000 SH   SOLE   125,000 0 0
GRAY TELEVISION INC COM 389375106 3,672 225,000 SH   SOLE   225,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 1,385 15,000 SH   SOLE   15,000 0 0
HALLIBURTON CO COM 406216101 660 35,000 SH   SOLE   35,000 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 2,915 100,000 SH   SOLE   100,000 0 0
HELMERICH & PAYNE INC COM 423452101 1,002 25,000 SH   SOLE   25,000 0 0
HIBBETT SPORTS INC COM 428567101 1,145 50,000 SH   SOLE   50,000 0 0
HOME DEPOT INC COM 437076102 1,160 5,000 SH   SOLE   5,000 0 0
IMPINJ INC COM 453204109 31 1,000 SH   SOLE   1,000 0 0
INOGEN INC COM 45780L104 719 15,000 SH   SOLE   15,000 0 0
INTEL CORP COM 458140100 1,855 36,000 SH   SOLE   36,000 0 0
INTERPUBLIC GROUP COS INC COM 460690100 755 35,000 SH   SOLE   35,000 0 0
INVESCO CURRENCYSHS EURO EURO SHS 46138K103 2,071 20,000 SH   SOLE   20,000 0 0
INVESCO CURNCYSHS BRIT PNDS BRIT POUN STRL 46138M109 2,385 20,000 SH   SOLE   20,000 0 0
INVESCO CURNCYSHS SWISS FRAN SWISS FRANC 46138R108 463 5,000 SH   SOLE   5,000 0 0
INVESCO CURNCYSHS SWEDSH KRO SWEDISH KRONA 46138V109 470 5,000 SH   SOLE   5,000 0 0
INVESCO CURNCYSHS JAPANESE Y JAPANESE YEN 46138W107 88 1,000 SH   SOLE   1,000 0 0
INVITAE CORP COM 46185L103 1,156 60,000 SH   SOLE   60,000 0 0
IROBOT CORP COM 462726100 2,158 35,000 SH   SOLE   35,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 352 25,000 SH   SOLE   25,000 0 0
ISHARES TR INTL TREA BD ETF 464288117 101 2,000 SH   SOLE   2,000 0 0
ISHARES TR 3YRTB ETF 464288125 78 1,000 SH   SOLE   1,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 2,392 150,000 SH   SOLE   150,000 0 0
JOHNSON & JOHNSON COM 478160104 1,378 10,650 SH   SOLE   10,650 0 0
KELLOGG COMPANY COM 487836108 1,609 25,000 SH   SOLE   25,000 0 0
KINROSS GOLD CORP COM 496902404 2,300 500,000 SH   SOLE   500,000 0 0
KOHLS CORP COM 500255104 2,483 50,000 SH   SOLE   50,000 0 0
KROGER CO COM 501044101 1,289 50,000 SH   SOLE   50,000 0 0
LAM RESEARCH CORP COM 512807108 2,311 10,000 SH   SOLE   10,000 0 0
LANTHEUS HLDGS INC COM 516544103 3,835 153,000 SH   SOLE   153,000 0 0
LUMINEX CORP DEL COM 55027E102 1,032 50,000 SH   SOLE   50,000 0 0
MACYS INC COM 55616P104 777 50,000 SH   SOLE   50,000 0 0
MALIBU BOATS INC COM CL A 56117J100 1,994 65,000 SH   SOLE   65,000 0 0
MATSON INC COM 57686G105 1,313 35,000 SH   SOLE   35,000 0 0
MCKESSON CORP COM 58155Q103 68 500 SH   SOLE   500 0 0
MEREDITH CORP COM 589433101 1,283 35,000 SH   SOLE   35,000 0 0
MOMO INC ADR 60879B107 774 25,000 SH   SOLE   25,000 0 0
MURPHY USA INC COM 626755102 3,028 35,500 SH   SOLE   35,500 0 0
NIC INC COM 62914B100 3,098 150,000 SH   SOLE   150,000 0 0
NELNET INC CL A 64031N108 1,272 20,000 SH   SOLE   20,000 0 0
NEOGENOMICS INC COM NEW 64049M209 1,912 100,000 SH   SOLE   100,000 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 12,789 337,250 SH   SOLE   337,250 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 3,581 35,000 SH   SOLE   35,000 0 0
NEXTERA ENERGY INC COM 65339F101 233 1,000 SH   SOLE   1,000 0 0
NOVAGOLD RES INC COM NEW 66987E206 607 100,000 SH   SOLE   100,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 878 31,000 SH   SOLE   31,000 0 0
NUVASIVE INC COM 670704105 951 15,000 SH   SOLE   15,000 0 0
OMNICOM GROUP INC COM 681919106 2,388 30,500 SH   SOLE   30,500 0 0
ONEOK INC NEW COM 682680103 73 985 SH   SOLE   985 0 0
ORACLE CORP COM 68389X105 1,445 26,250 SH   SOLE   26,250 0 0
PBF ENERGY INC CL A 69318G106 952 35,000 SH   SOLE   35,000 0 0
PPL CORP COM 69351T106 543 17,250 SH   SOLE   17,250 0 0
PAN AMERICAN SILVER CORP COM 697900108 862 55,000 SH   SOLE   55,000 0 0
PATTERN ENERGY GROUP INC CL A 70338P100 2,020 75,000 SH   SOLE   75,000 0 0
PINNACLE WEST CAP CORP COM 723484101 97 1,000 SH   SOLE   1,000 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,057 36,000 SH   SOLE   36,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 1,159 15,000 SH   SOLE   15,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 62 1,000 SH   SOLE   1,000 0 0
QUALCOMM INC COM 747525103 57 750 SH   SOLE   750 0 0
QUANTA SVCS INC COM 74762E102 2,835 75,000 SH   SOLE   75,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,387 5,000 SH   SOLE   5,000 0 0
ROYAL GOLD INC COM 780287108 5,575 45,250 SH   SOLE   45,250 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 694 5,000 SH   SOLE   5,000 0 0
SPDR SERIES TRUST BLOMBERG BRC INT 78464A334 30 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST FTSE INT GVT ETF 78464A490 55 1,000 SH   SOLE   1,000 0 0
SPDR SERIES TRUST BLOMBERG INTL TR 78464A516 57 2,000 SH   SOLE   2,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 1,489 100,000 SH   SOLE   100,000 0 0
SAP SE SPON ADR 803054204 118 1,000 SH   SOLE   1,000 0 0
SCANSOURCE INC COM 806037107 1,528 50,000 SH   SOLE   50,000 0 0
HENRY SCHEIN INC COM 806407102 3,175 50,000 SH   SOLE   50,000 0 0
SCHLUMBERGER LTD COM 806857108 1,196 35,000 SH   SOLE   35,000 0 0
SHUTTERSTOCK INC COM 825690100 1,264 35,000 SH   SOLE   35,000 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 982 181,900 SH   SOLE   181,900 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 2,384 20,000 SH   SOLE   20,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 3,753 600,000 SH   SOLE   600,000 0 0
SLEEP NUMBER CORP COM 83125X103 1,446 35,000 SH   SOLE   35,000 0 0
SMUCKER J M CO COM 832696405 2,833 25,750 SH   SOLE   25,750 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,086 60,750 SH   SOLE   60,750 0 0
SOUTHERN CO COM 842587107 309 5,000 SH   SOLE   5,000 0 0
SPIRIT AIRLS INC COM 848577102 1,270 35,000 SH   SOLE   35,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 2,418 125,000 SH   SOLE   125,000 0 0
STARBUCKS CORP COM 855244109 3,625 41,000 SH   SOLE   41,000 0 0
STEELCASE INC CL A 858155203 2,760 150,000 SH   SOLE   150,000 0 0
STRATEGIC ED INC COM 86272C103 679 5,000 SH   SOLE   5,000 0 0
SUNPOWER CORP COM 867652406 1,947 177,500 SH   SOLE   177,500 0 0
SUNOCO LP COM UT REP LP 86765K109 1,572 50,000 SH   SOLE   50,000 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 687 25,000 SH   SOLE   25,000 0 0
SYNCHRONY FINL COM 87165B103 3,477 102,000 SH   SOLE   102,000 0 0
TARGET CORP COM 87612E106 2,673 25,000 SH   SOLE   25,000 0 0
TECH DATA CORP COM 878237106 1,095 10,500 SH   SOLE   10,500 0 0
TEGNA INC COM 87901J105 2,718 175,000 SH   SOLE   175,000 0 0
10X GENOMICS INC CL A COM 88025U109 2,596 51,500 SH   SOLE   51,500 0 0
TETRA TECH INC NEW COM 88162G103 1,301 15,000 SH   SOLE   15,000 0 0
TILE SHOP HLDGS INC COM 88677Q109 239 75,000 SH   SOLE   75,000 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 572 75,000 SH   SOLE   75,000 0 0
UBIQUITI INC COM 90353W103 2,365 20,000 SH   SOLE   20,000 0 0
ULTA BEAUTY INC COM 90384S303 2,569 10,250 SH   SOLE   10,250 0 0
UNDER ARMOUR INC CL C 904311206 635 35,000 SH   SOLE   35,000 0 0
UNITED PARCEL SERVICE CL B 911312106 1,198 10,000 SH   SOLE   10,000 0 0
UNITED STATES CELLULAR CORP COM 911684108 1,879 50,000 SH   SOLE   50,000 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 1,701 150,000 SH   SOLE   150,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 798 10,000 SH   SOLE   10,000 0 0
URBAN OUTFITTERS INC COM 917047102 1,404 50,000 SH   SOLE   50,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,279 15,000 SH   SOLE   15,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 3,093 51,250 SH   SOLE   51,250 0 0
VERICEL CORP COM 92346J108 61 4,000 SH   SOLE   4,000 0 0
VIASAT INC COM 92552V100 1,883 25,000 SH   SOLE   25,000 0 0
VIACOM INC NEW CL B 92553P201 2,403 100,000 SH   SOLE   100,000 0 0
VMWARE INC CL A COM 928563402 2,326 15,500 SH   SOLE   15,500 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,766 50,000 SH   SOLE   50,000 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 2,624 100,000 SH   SOLE   100,000 0 0
WILLIAMS COS INC DEL COM 969457100 31 1,293 SH   SOLE   1,293 0 0
WILLIAMS SONOMA INC COM 969904101 4,079 60,000 SH   SOLE   60,000 0 0
WORLD FUEL SVCS CORP COM 981475106 1,997 50,000 SH   SOLE   50,000 0 0
XPERI CORP COM 98421B100 3,691 178,500 SH   SOLE   178,500 0 0
YAMANA GOLD INC COM 98462Y100 1,272 400,000 SH   SOLE   400,000 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 1,032 5,000 SH   SOLE   5,000 0 0