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
AAR CORP COM 000361105 388 8,599 SH   SOLE 1 8,599 0 0
ACI WORLDWIDE INC COM 004498101 669 17,647 SH   SOLE 1 17,647 0 0
ADVANCED ENERGY IND COM 007973100 195 2,739 SH   SOLE 1 2,739 0 0
AECOM COM 00766T100 402 9,310 SH   SOLE 1 9,310 0 0
AIR LEASE CORP CL A 00912X302 823 17,309 SH   SOLE 1 17,309 0 0
AMC NETWORKS INC CL A 00164V103 351 8,888 SH   SOLE 1 8,888 0 0
ARGAN INC COM 04010E109 318 7,916 SH   SOLE 1 7,916 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 349 5,308 SH   SOLE 1 5,308 0 0
AUTONATION INC COM 05329W102 203 4,174 SH   SOLE 1 4,174 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 765 12,871 SH   SOLE 1 12,871 0 0
BANK OZK COM 06417N103 477 15,621 SH   SOLE 1 15,621 0 0
BRIDGEWATER BANCSHARES INC COM ACCD INV 108621103 496 35,976 SH   SOLE 1 35,976 0 0
CARDTRONICS PLC SHS CL A G1991C105 348 7,798 SH   SOLE 1 7,798 0 0
CARS COM INC COM 14575E105 484 39,588 SH   SOLE 1 39,588 0 0
COHERENT INC COM 192479103 282 1,696 SH   SOLE 1 1,696 0 0
CORELOGIC INC COM 21871D103 468 10,713 SH   SOLE 1 10,713 0 0
DONNELLEY FINL SOLUTIONS INC COM 25787G100 622 59,367 SH   SOLE 1 59,367 0 0
DYCOM INDS INC COM 267475101 320 6,787 SH   SOLE 1 6,787 0 0
SCRIPPS E W CO OHIO CL A NEW 811054402 305 19,437 SH   SOLE 1 19,437 0 0
EURONET WORLDWIDE INC COM 298736109 336 2,130 SH   SOLE 1 2,130 0 0
FIRSTCASH INC COM 33767D105 218 2,703 SH   SOLE 1 2,703 0 0
GAIN CAP HLDGS INC COM 36268W100 256 64,739 SH   SOLE 1 64,739 0 0
GENTHERM INC COM 37253A103 288 6,488 SH   SOLE 1 6,488 0 0
GEO GROUP INC NEW COM 36162J106 395 23,795 SH   SOLE 1 23,795 0 0
GRAND CANYON ED INC COM 38526M106 321 3,350 SH   SOLE 1 3,350 0 0
GREEN DOT CORP CL A 39304D102 353 15,157 SH   SOLE 1 15,157 0 0
HOME BANCSHARES INC COM 436893200 427 21,714 SH   SOLE 1 21,714 0 0
INVESTORS BANCORP INC NEW COM 46146L101 399 33,483 SH   SOLE 1 33,483 0 0
JELD-WEN HLDG INC COM 47580P103 318 13,570 SH   SOLE 1 13,570 0 0
KEARNY FINL CORP MD COM 48716P108 181 13,057 SH   SOLE 1 13,057 0 0
LYDALL INC DEL COM 550819106 275 13,402 SH   SOLE 1 13,402 0 0
MALIBU BOATS INC COM CL A 56117J100 473 11,547 SH   SOLE 1 11,547 0 0
MERIT MED SYS INC COM 589889104 353 11,315 SH   SOLE 1 11,315 0 0
MICHAELS COS INC COM 59408Q106 228 28,165 SH   SOLE 1 28,165 0 0
MSG NETWORK INC CL A 553573106 336 19,336 SH   SOLE 1 19,336 0 0
MYRIAD GENETICS INC COM 62855J104 326 11,954 SH   SOLE 1 11,954 0 0
NCR CORP NEW COM 62886E108 844 24,005 SH   SOLE 1 24,005 0 0
NORTHRIM BANCORP INC COM 666762109 286 7,459 SH   SOLE 1 7,459 0 0
PGT INNOVATIONS INC COM 69336V101 388 26,016 SH   SOLE 1 26,016 0 0
SABRE CORP COM 78573M104 520 23,188 SH   SOLE 1 23,188 0 0
SCHWEITZER-MAUDUIT INTL INC COM 808541106 225 5,362 SH   SOLE 1 5,362 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 186 1,952 SH   SOLE 1 1,952 0 0
SPORTSMANS WHSE HLDGS INC COM 84920Y106 358 44,563 SH   SOLE 1 44,563 0 0
SYNEOS HEALTH INC CL A 87166B102 766 12,878 SH   SOLE 1 12,878 0 0
TCF FINANCIAL CORP NE COM 872307103 431 9,203 SH   SOLE 1 9,203 0 0
UNIVERSAL FST PRODS INC COM 913543104 234 4,913 SH   SOLE 1 4,913 0 0
VIRTUS INVT PARTNERS INC COM 92828Q109 478 3,925 SH   SOLE 1 3,925 0 0
WESCO INTL INC COM 95082P105 358 6,035 SH   SOLE 1 6,035 0 0
WINNEBAGO INDS INC COM 974637100 558 10,524 SH   SOLE 1 10,524 0 0
WORLD FUEL SVCS CORP COM 981475106 806 18,565 SH   SOLE 1 18,565 0 0
WORTHINGTON INDS INC COM 981811102 380 9,002 SH   SOLE 1 9,002 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,215 26,500 SH   SOLE 0 26,500 0 0
APPLE INC COM 037833100 440 1,500 SH   SOLE 0 1,500 0 0
CREE INC COM 225447101 1,260 27,300 SH   SOLE 0 27,300 0 0
DISH NETWORK CORP CL A 25470M109 1,259 35,500 SH   SOLE 0 35,500 0 0
F5 NETWORKS INC COM 315616102 2,151 15,400 SH   SOLE 0 15,400 0 0
FACEBOOK INC CL A 30303M102 6,855 33,400 SH   SOLE 0 33,400 0 0
II VI INC COM 902104108 2,936 87,200 SH   SOLE 0 87,200 0 0
JUNIPER NETWORKS INC COM 48203R104 1,296 52,600 SH   SOLE 0 52,600 0 0
LUMENTUM HLDGS INC COM 55024U109 6,804 85,800 SH   SOLE 0 85,800 0 0
NVIDIA CORP COM 67066G104 3,224 13,700 SH   SOLE 0 13,700 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,591 12,500 SH   SOLE 0 12,500 0 0
DISNEY WALT CO COM DISNEY 254687106 6,552 45,300 SH   SOLE 0 45,300 0 0
WESTERN DIGITAL CORP COM 958102105 3,294 51,900 SH   SOLE 0 51,900 0 0
NETFLIX INC COM 64110L106 110 45 SH Put SOLE 0 45 0 0
NVIDIA CORP COM 67066G104 131 76 SH Put SOLE 0 76 0 0
FACEBOOK INC CL A 30303M102 182 229 SH Put SOLE 0 229 0 0
DISNEY WALT CO COM DISNEY 254687106 180 310 SH Put SOLE 0 310 0 0