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
ALLEGION PUB LTD CO ORD SHS G0176J109 2,797 30,400 SH   SOLE   30,400 0 0
AMDOCS LTD SHS G02602103 2,790 50,750 SH   SOLE   50,750 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 841 5,150 SH   SOLE   5,150 0 0
CIMPRESS PLC SHS EURO G2143T103 2,181 41,000 SH   SOLE   41,000 0 0
COSAN LTD SHS A G25343107 923 75,000 SH   SOLE   75,000 0 0
GENPACT LIMITED SHS G3922B107 2,238 76,650 SH   SOLE   76,650 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1,521 15,250 SH   SOLE   15,250 0 0
MEDTRONIC PLC SHS G5960L103 902 10,000 SH   SOLE   10,000 0 0
NABORS INDUSTRIES LTD SHS A G6359F103 4 10,000 SH   SOLE   10,000 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 1,220 25,000 SH   SOLE   25,000 0 0
CHUBB LIMITED COM H1467J104 1,117 10,000 SH   SOLE   10,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 651 15,350 SH   SOLE   15,350 0 0
AERCAP HOLDINGS NV SHS N00985106 456 20,000 SH   SOLE   20,000 0 0
ACCO BRANDS CORP COM 00081T108 389 77,000 SH   SOLE   77,000 0 0
AFLAC INC COM 001055102 34 1,000 SH   SOLE   1,000 0 0
ACM RESEARCH INC COM CL A 00108J109 592 20,000 SH   SOLE   20,000 0 0
AES CORP COM 00130H105 1,360 100,000 SH   SOLE   100,000 0 0
AMC NETWORKS INC CL A 00164V103 1,459 60,000 SH   SOLE   60,000 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 237 75,000 SH   SOLE   75,000 0 0
ANI PHARMACEUTICALS INC COM 00182C103 1,446 35,500 SH   SOLE   35,500 0 0
ASGN INC COM 00191U102 530 15,000 SH   SOLE   15,000 0 0
AT&T INC COM 00206R102 3,002 103,000 SH   SOLE   103,000 0 0
ABBVIE INC COM 00287Y109 1,562 20,500 SH   SOLE   20,500 0 0
AGENUS INC COM NEW 00847G705 368 150,000 SH   SOLE   150,000 0 0
AGNICO EAGLE MINES LTD COM 008474108 5,401 135,750 SH   SOLE   135,750 0 0
AIR LEASE CORP CL A 00912X302 221 10,000 SH   SOLE   10,000 0 0
AKAMAI TECHNOLOGIES COM 00971T101 2,790 30,500 SH   SOLE   30,500 0 0
ALAMOS GOLD INC NEW COM CL A 011532108 500 100,000 SH   SOLE   100,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 943 10,500 SH   SOLE   10,500 0 0
ALLEGIANT TRAVEL CO COM 01748X102 1,656 20,250 SH   SOLE   20,250 0 0
ALLSTATE CORP COM 020002101 1,894 20,650 SH   SOLE   20,650 0 0
ALPHABET INC CAP STK CL C 02079K107 3,564 3,065 SH   SOLE   3,065 0 0
AMAZON COM INC COM 023135106 1,511 775 SH   SOLE   775 0 0
AMEREN CORP COM 023608102 291 4,000 SH   SOLE   4,000 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 795 100,000 SH   SOLE   100,000 0 0
AMERICAN ELEC PWR CO INC COM 025537101 320 4,000 SH   SOLE   4,000 0 0
AMERICAN EXPRESS CO COM 025816109 3,061 35,750 SH   SOLE   35,750 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,328 15,000 SH   SOLE   15,000 0 0
AMGEN INC COM 031162100 3,142 15,500 SH   SOLE   15,500 0 0
ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2,345 141,000 SH   SOLE   141,000 0 0
APPLE INC COM 037833100 1,341 5,275 SH   SOLE   5,275 0 0
APPLIED MATLS INC COM 038222105 3,031 66,150 SH   SOLE   66,150 0 0
ARAMARK COM 03852U106 999 50,000 SH   SOLE   50,000 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 1,922 45,750 SH   SOLE   45,750 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 1,784 62,000 SH   SOLE   62,000 0 0
ATKORE INTL GROUP INC COM 047649108 759 36,000 SH   SOLE   36,000 0 0
AUTONATION INC COM 05329W102 842 30,000 SH   SOLE   30,000 0 0
AUTOZONE INC COM 053332102 1,290 1,525 SH   SOLE   1,525 0 0
B & G FOODS INC NEW COM 05508R106 633 35,000 SH   SOLE   35,000 0 0
BARRICK GOLD CORPORATION COM 067901108 11,945 652,000 SH   SOLE   652,000 0 0
BIOGEN INC COM 09062X103 4,089 12,925 SH   SOLE   12,925 0 0
BLOCK H & R INC COM 093671105 493 35,000 SH   SOLE   35,000 0 0
BRINKER INTL INC COM 109641100 601 50,000 SH   SOLE   50,000 0 0
B2GOLD CORP COM 11777Q209 765 250,000 SH   SOLE   250,000 0 0
CDW CORP COM 12514G108 1,865 20,000 SH   SOLE   20,000 0 0
CSG SYS INTL INC COM 126349109 2,134 51,000 SH   SOLE   51,000 0 0
CNX MIDSTREAM PARTNERS LP COM UNIT REPST 12654A101 486 60,000 SH   SOLE   60,000 0 0
CVS HEALTH CORP COM 126650100 1,528 25,750 SH   SOLE   25,750 0 0
CALLAWAY GOLF CO COM 131193104 511 50,000 SH   SOLE   50,000 0 0
CAMPBELL SOUP CO COM 134429109 1,200 26,000 SH   SOLE   26,000 0 0
CANADIAN SOLAR INC COM 136635109 2,434 153,000 SH   SOLE   153,000 0 0
CARDLYTICS INC COM 14161W105 699 20,000 SH   SOLE   20,000 0 0
CARMAX INC COM 143130102 1,884 35,000 SH   SOLE   35,000 0 0
CARTERS INC COM 146229109 1,006 15,300 SH   SOLE   15,300 0 0
CENTURY CMNTYS INC COM 156504300 1,110 76,500 SH   SOLE   76,500 0 0
CENTURYLINK INC COM 156700106 473 50,000 SH   SOLE   50,000 0 0
CERNER CORP COM 156782104 2,252 35,750 SH   SOLE   35,750 0 0
CHENIERE ENERGY PARTNERS LP COM 16411Q101 540 20,000 SH   SOLE   20,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,342 2,050 SH   SOLE   2,050 0 0
CIENA CORP COM NEW 171779309 2,060 51,750 SH   SOLE   51,750 0 0
CIRRUS LOGIC INC COM 172755100 2,018 30,750 SH   SOLE   30,750 0 0
CINTAS CORP COM 172908105 1,732 10,000 SH   SOLE   10,000 0 0
COCA COLA CO COM 191216100 1,106 25,000 SH   SOLE   25,000 0 0
COEUR MNG INC COM NEW 192108504 80 25,000 SH   SOLE   25,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 1,162 25,000 SH   SOLE   25,000 0 0
COMCAST CORP NEW CL A 20030N101 2,620 76,200 SH   SOLE   76,200 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 729 100,000 SH   SOLE   100,000 0 0
COMPASS MINERALS INTL INC COM 20451N101 769 20,000 SH   SOLE   20,000 0 0
CORCEPT THERAPEUTICS INC COM 218352102 1,831 154,000 SH   SOLE   154,000 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 1,248 15,000 SH   SOLE   15,000 0 0
D R HORTON INC COM 23331A109 850 25,000 SH   SOLE   25,000 0 0
DTE ENERGY CO COM 233331107 950 10,000 SH   SOLE   10,000 0 0
DECKERS OUTDOOR CORP COM 243537107 1,340 10,000 SH   SOLE   10,000 0 0
DENNYS CORP COM 24869P104 384 50,000 SH   SOLE   50,000 0 0
DESIGNER BRANDS INC CL A 250565108 249 50,000 SH   SOLE   50,000 0 0
DICKS SPORTING GOODS INC COM 253393102 1,860 87,500 SH   SOLE   87,500 0 0
DISNEY WALT CO COM DISNEY 254687106 995 10,300 SH   SOLE   10,300 0 0
DISCOVERY INC COM SER A 25470F104 1,458 75,000 SH   SOLE   75,000 0 0
DISH NETWORK CORP CL A 25470M109 1,999 100,000 SH   SOLE   100,000 0 0
DISCOVER FINL SVCS COM 254709108 1,825 51,150 SH   SOLE   51,150 0 0
DOMINION ENERGY INC COM 25746U109 361 5,000 SH   SOLE   5,000 0 0
DOMINOS PIZZA INC COM 25754A201 1,296 4,000 SH   SOLE   4,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,618 20,000 SH   SOLE   20,000 0 0
DUNKIN BRANDS GROUP INC COM 265504100 3,226 60,750 SH   SOLE   60,750 0 0
EBAY INC COM 278642103 1,533 51,000 SH   SOLE   51,000 0 0
EDISON INTL COM 281020107 1,370 25,000 SH   SOLE   25,000 0 0
EDITAS MEDICINE INC COM 28106W103 2,033 102,500 SH   SOLE   102,500 0 0
ENTERGY CORP NEW COM 29364G103 376 4,000 SH   SOLE   4,000 0 0
EVERTEC INC COM 30040P103 1,137 50,000 SH   SOLE   50,000 0 0
EXACT SCIENCES CORP COM 30063P105 1,450 25,000 SH   SOLE   25,000 0 0
EXELON CORP COM 30161N101 1,472 40,000 SH   SOLE   40,000 0 0
EXELIXIS INC COM 30161Q104 2,187 127,000 SH   SOLE   127,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 563 10,000 SH   SOLE   10,000 0 0
EXTREME NETWORKS INC COM 30226D106 464 150,000 SH   SOLE   150,000 0 0
EXXON MOBIL CORP COM 30231G102 1,329 35,000 SH   SOLE   35,000 0 0
FACEBOOK INC CL A 30303M102 4,237 25,400 SH   SOLE   25,400 0 0
FACTSET RESH SYS INC COM 303075105 2,665 10,225 SH   SOLE   10,225 0 0
FASTENAL CO COM 311900104 1,109 35,500 SH   SOLE   35,500 0 0
FEDERATED HERMES INC P CL B 314211103 1,557 81,750 SH   SOLE   81,750 0 0
FEDEX CORP COM 31428X106 1,213 10,000 SH   SOLE   10,000 0 0
F5 NETWORKS INC COM 315616102 1,066 10,000 SH   SOLE   10,000 0 0
FIFTH THIRD BANCORP COM 316773100 535 36,000 SH   SOLE   36,000 0 0
FIRST SOLAR INC COM 336433107 920 25,500 SH   SOLE   25,500 0 0
FIRSTENERGY CORP COM 337932107 40 1,000 SH   SOLE   1,000 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,865 10,000 SH   SOLE   10,000 0 0
FLOWERS FOODS INC COM 343498101 1,026 50,000 SH   SOLE   50,000 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,081 25,000 SH   SOLE   25,000 0 0
FRONTDOOR INC COM 35905A109 870 25,000 SH   SOLE   25,000 0 0
FUELCELL ENERGY INC COM 35952H601 302 200,000 SH   SOLE   200,000 0 0
GENERAC HLDGS INC COM 368736104 2,376 25,500 SH   SOLE   25,500 0 0
GENERAL MLS INC COM 370334104 2,190 41,500 SH   SOLE   41,500 0 0
GENTEX CORP COM 371901109 2,238 101,000 SH   SOLE   101,000 0 0
GILEAD SCIENCES INC COM 375558103 3,076 41,150 SH   SOLE   41,150 0 0
GILDAN ACTIVEWEAR INC COM 375916103 638 50,000 SH   SOLE   50,000 0 0
GRAY TELEVISION INC COM 389375106 806 75,000 SH   SOLE   75,000 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 1,582 35,750 SH   SOLE   35,750 0 0
HCA HEALTHCARE INC COM 40412C101 1,797 20,000 SH   SOLE   20,000 0 0
HALLIBURTON CO COM 406216101 240 35,000 SH   SOLE   35,000 0 0
HANESBRANDS INC COM 410345102 1,188 151,000 SH   SOLE   151,000 0 0
HELMERICH & PAYNE INC COM 423452101 391 25,000 SH   SOLE   25,000 0 0
HIBBETT SPORTS INC COM 428567101 1,394 127,500 SH   SOLE   127,500 0 0
HOME DEPOT INC COM 437076102 2,866 15,350 SH   SOLE   15,350 0 0
HUBBELL INC COM 443510607 1,147 10,000 SH   SOLE   10,000 0 0
IMPINJ INC COM 453204109 17 1,000 SH   SOLE   1,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 1,642 200,000 SH   SOLE   200,000 0 0
INGLES MKTS INC CL A 457030104 2,242 62,000 SH   SOLE   62,000 0 0
INOGEN INC COM 45780L104 1,325 25,650 SH   SOLE   25,650 0 0
INTEL CORP COM 458140100 1,380 25,500 SH   SOLE   25,500 0 0
INTERCONTINENTAL HOTELS GROU SPONSORED ADS 45857P806 1,054 25,000 SH   SOLE   25,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 566 5,100 SH   SOLE   5,100 0 0
INTERPUBLIC GROUP COS INC COM 460690100 810 50,000 SH   SOLE   50,000 0 0
INVESCO CURNCYSHS JAPANESE Y JAPANESE YEN 46138W107 88 1,000 SH   SOLE   1,000 0 0
INVESCO CURRENCYSHARES EURO EURO SHS 46138K103 2,086 20,000 SH   SOLE   20,000 0 0
INVESCO CURNCYSHS BRIT PND S BRIT POUN STRL 46138M109 2,409 20,000 SH   SOLE   20,000 0 0
INVESCO CURNCYSHS SWISS FRAN SWISS FRANC 46138R108 477 5,000 SH   SOLE   5,000 0 0
INVESCO CURNCYSHS SWEDSH KRO SWEDISH KRONA 46138V109 486 5,000 SH   SOLE   5,000 0 0
INVITAE CORP COM 46185L103 342 25,000 SH   SOLE   25,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,182 25,000 SH   SOLE   25,000 0 0
IROBOT CORP COM 462726100 1,432 35,000 SH   SOLE   35,000 0 0
ISHARES GOLD TRUST ISHARES 464285105 2,260 150,000 SH   SOLE   150,000 0 0
JABIL INC COM 466313103 2,458 100,000 SH   SOLE   100,000 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 1,114 75,000 SH   SOLE   75,000 0 0
J2 GLOBAL INC COM 48123V102 2,695 36,000 SH   SOLE   36,000 0 0
KLA CORPORATION COM NEW 482480100 2,228 15,500 SH   SOLE   15,500 0 0
KINROSS GOLD CORP COM 496902404 1,592 400,000 SH   SOLE   400,000 0 0
KOHLS CORP COM 500255104 511 35,000 SH   SOLE   35,000 0 0
L BRANDS INC COM 501797104 578 50,000 SH   SOLE   50,000 0 0
LGI HOMES INC COM 50187T106 693 15,350 SH   SOLE   15,350 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 3,217 25,450 SH   SOLE   25,450 0 0
LAM RESEARCH CORP COM 512807108 120 500 SH   SOLE   500 0 0
LANTHEUS HLDGS INC COM 516544103 1,952 153,000 SH   SOLE   153,000 0 0
LENNAR CORP CL A 526057104 984 25,750 SH   SOLE   25,750 0 0
LOWES COS INC COM 548661107 1,291 15,000 SH   SOLE   15,000 0 0
LULULEMON ATHLETICA INC COM 550021109 2,426 12,800 SH   SOLE   12,800 0 0
MALIBU BOATS INC COM CL A 56117J100 432 15,000 SH   SOLE   15,000 0 0
MARATHON PETE CORP COM 56585A102 1,181 50,000 SH   SOLE   50,000 0 0
MASTEC INC COM 576323109 2,127 65,000 SH   SOLE   65,000 0 0
MATCH GROUP INC COM 57665R106 2,311 35,000 SH   SOLE   35,000 0 0
MAXAR TECHNOLOGIES INC COM 57778K105 1,630 152,600 SH   SOLE   152,600 0 0
MAXIMUS INC COM 577933104 1,455 25,000 SH   SOLE   25,000 0 0
MEREDITH CORP COM 589433101 428 35,000 SH   SOLE   35,000 0 0
MERIDIAN BANCORP INC MD COM 58958U103 393 35,000 SH   SOLE   35,000 0 0
MICROSOFT CORP COM 594918104 1,309 8,300 SH   SOLE   8,300 0 0
MILLER HERMAN INC COM 600544100 444 20,000 SH   SOLE   20,000 0 0
MODERNA INC COM 60770K107 120 4,000 SH   SOLE   4,000 0 0
NIC INC COM 62914B100 2,932 127,500 SH   SOLE   127,500 0 0
NAVIENT CORPORATION COM 63938C108 569 75,000 SH   SOLE   75,000 0 0
NELNET INC CL A 64031N108 908 20,000 SH   SOLE   20,000 0 0
NEOGENOMICS INC COM NEW 64049M209 690 25,000 SH   SOLE   25,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 1,298 15,000 SH   SOLE   15,000 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 12,033 265,750 SH   SOLE   265,750 0 0
NEXTERA ENERGY INC COM 65339F101 96 400 SH   SOLE   400 0 0
NOVAGOLD RES INC COM NEW 66987E206 369 50,000 SH   SOLE   50,000 0 0
NOVAVAX INC COM NEW 670002401 204 15,000 SH   SOLE   15,000 0 0
NUSTAR ENERGY LP UNIT COM 67058H102 266 31,000 SH   SOLE   31,000 0 0
ONEOK INC NEW COM 682680103 21 985 SH   SOLE   985 0 0
ORACLE CORP COM 68389X105 1,015 21,000 SH   SOLE   21,000 0 0
ORGANOGENESIS HLDGS INC COM 68621F102 646 200,000 SH   SOLE   200,000 0 0
ORMAT TECHNOLOGIES INC COM 686688102 677 10,000 SH   SOLE   10,000 0 0
OWENS CORNING NEW COM 690742101 388 10,000 SH   SOLE   10,000 0 0
PBF ENERGY INC CL A 69318G106 248 35,000 SH   SOLE   35,000 0 0
PPL CORP COM 69351T106 1,234 50,000 SH   SOLE   50,000 0 0
PACKAGING CORP AMER COM 695156109 868 10,000 SH   SOLE   10,000 0 0
PAN AMERICAN SILVER CORP COM 697900108 716 50,000 SH   SOLE   50,000 0 0
PEPSICO INC COM 713448108 3,123 26,000 SH   SOLE   26,000 0 0
PINNACLE WEST CAP CORP COM 723484101 758 10,000 SH   SOLE   10,000 0 0
PLUG POWER INC COM NEW 72919P202 531 150,000 SH   SOLE   150,000 0 0
POWER INTEGRATIONS INC COM 739276103 442 5,000 SH   SOLE   5,000 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 1,128 36,000 SH   SOLE   36,000 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106 1,123 25,000 SH   SOLE   25,000 0 0
PULMATRIX INC COM NEW 74584P202 202 200,000 SH   SOLE   200,000 0 0
QUALCOMM INC COM 747525103 2,764 40,850 SH   SOLE   40,850 0 0
QUANTA SVCS INC COM 74762E102 2,411 76,000 SH   SOLE   76,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 2,409 30,000 SH   SOLE   30,000 0 0
RH COM 74967X103 1,005 10,000 SH   SOLE   10,000 0 0
RADIUS HEALTH INC COM NEW 750469207 910 70,000 SH   SOLE   70,000 0 0
RAMBUS INC DEL COM 750917106 1,687 152,000 SH   SOLE   152,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,002 4,100 SH   SOLE   4,100 0 0
ROYAL GOLD INC COM 780287108 2,916 33,250 SH   SOLE   33,250 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 2,221 15,000 SH   SOLE   15,000 0 0
SABRA HEATH CARE REIT INC COM 78573L106 819 75,000 SH   SOLE   75,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 525 65,000 SH   SOLE   65,000 0 0
SAP SE SPON ADR 803054204 110 1,000 SH   SOLE   1,000 0 0
SCHLUMBERGER LTD COM 806857108 809 60,000 SH   SOLE   60,000 0 0
SCHRODINGER INC COM 80810D103 216 5,000 SH   SOLE   5,000 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 746 10,000 SH   SOLE   10,000 0 0
SELECT MED HLDGS CORP COM 81619Q105 1,905 127,000 SH   SOLE   127,000 0 0
SELECTA BIOSCIENCES INC COM 816212104 181 75,000 SH   SOLE   75,000 0 0
SHUTTERSTOCK INC COM 825690100 643 20,000 SH   SOLE   20,000 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 804 10,000 SH   SOLE   10,000 0 0
SIRIUS XM HLDGS INC COM 82968B103 1,507 305,000 SH   SOLE   305,000 0 0
SLEEP NUMBER CORP COM 83125X103 872 45,500 SH   SOLE   45,500 0 0
SMUCKER J M COMPANY COM 832696405 1,748 15,750 SH   SOLE   15,750 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 831 10,150 SH   SOLE   10,150 0 0
SOUTHERN CO COM 842587107 1,895 35,000 SH   SOLE   35,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 465 25,000 SH   SOLE   25,000 0 0
STAMPS COM INC COM NEW 852857200 1,951 15,000 SH   SOLE   15,000 0 0
STANLEY BLACK & DECKER COM 854502101 1,000 10,000 SH   SOLE   10,000 0 0
STARBUCKS CORP COM 855244109 3,695 56,200 SH   SOLE   56,200 0 0
SUNOCO LP COM UT REP LP 86765K109 547 35,000 SH   SOLE   35,000 0 0
SUNPOWER CORP COM 867652406 1,919 378,500 SH   SOLE   378,500 0 0
SUPER MICRO COMPUTER INC COM 86800U104 1,410 66,250 SH   SOLE   66,250 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 270 15,000 SH   SOLE   15,000 0 0
SYNNEX CORP COM 87162W100 731 10,000 SH   SOLE   10,000 0 0
SYNCHRONY FINL COM 87165B103 1,641 102,000 SH   SOLE   102,000 0 0
SYNEOS HEALTH INC CL A 87166B102 788 20,000 SH   SOLE   20,000 0 0
TJX COS INC NEW COM 872540109 478 10,000 SH   SOLE   10,000 0 0
TARGET CORP COM 87612E106 1,906 20,500 SH   SOLE   20,500 0 0
TAYLOR MORRISON HOME CORP COM 87724P106 825 75,000 SH   SOLE   75,000 0 0
TEGNA INC COM 87901J105 543 50,000 SH   SOLE   50,000 0 0
10X GENOMICS INC CL A COM 88025U109 1,916 30,750 SH   SOLE   30,750 0 0
TERRAFORM PWR INC COM CL A 88104R209 1,183 75,000 SH   SOLE   75,000 0 0
TOLL BROTHERS INC COM 889478103 674 35,000 SH   SOLE   35,000 0 0
TRANSDIGM GROUP INC COM 893641100 800 2,500 SH   SOLE   2,500 0 0
TRAVELERS COMPANIES INC COM 89417E109 994 10,000 SH   SOLE   10,000 0 0
TRINET GROUP INC COM 896288107 753 20,000 SH   SOLE   20,000 0 0
TWITTER INC COM 90184L102 503 20,500 SH   SOLE   20,500 0 0
UBIQUITI INC COM 90353W103 2,902 20,500 SH   SOLE   20,500 0 0
ULTA BEAUTY INC COM 90384S303 2,249 12,800 SH   SOLE   12,800 0 0
UNITED STATES OIL FUND LP UNITS 91232N108 1,052 250,000 SH   SOLE   250,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 1,887 20,000 SH   SOLE   20,000 0 0
URBAN OUTFITTERS INC COM 917047102 356 25,000 SH   SOLE   25,000 0 0
VALERO ENERGY CORP NEW COM 91913Y100 680 15,000 SH   SOLE   15,000 0 0
VALVOLINE INC COM 92047W101 1,342 102,500 SH   SOLE   102,500 0 0
VAXART INC COM NEW 92243A200 885 500,000 SH   SOLE   500,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,384 25,750 SH   SOLE   25,750 0 0
VIASAT INC COM 92552V100 359 10,000 SH   SOLE   10,000 0 0
VMWARE INC CL A COM 928563402 2,470 20,400 SH   SOLE   20,400 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 1,144 25,000 SH   SOLE   25,000 0 0
WESTERN UN CO COM 959802109 1,178 65,000 SH   SOLE   65,000 0 0
WHEATON PRECIOUS MTLS CORP COM 962879102 1,376 50,000 SH   SOLE   50,000 0 0
WILLIAMS COS INC DEL COM 969457100 18 1,293 SH   SOLE   1,293 0 0
WILLIAMS SONOMA INC COM 969904101 2,806 66,000 SH   SOLE   66,000 0 0
WINGSTOP INC COM 974155103 797 10,000 SH   SOLE   10,000 0 0
WINNEBAGO INDS INC COM 974637100 973 35,000 SH   SOLE   35,000 0 0
XILINX INC COM 983919101 1,192 15,300 SH   SOLE   15,300 0 0
XENCOR INC COM 98401F105 747 25,000 SH   SOLE   25,000 0 0
XPERI CORP COM 98421B100 1,774 127,500 SH   SOLE   127,500 0 0
YAMANA GOLD INC COM 98462Y100 550 200,000 SH   SOLE   200,000 0 0
YETI HLDGS INC COM 98585X104 1,269 65,000 SH   SOLE   65,000 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 2,236 15,300 SH   SOLE   15,300 0 0