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
ADVANCE AUTO PARTS INC COM 00751Y106 2,570 15,200 SH   SOLE N/A 15,200 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 2,515 122,090 SH   SOLE N/A 122,090 0 0
ADVANCED DRAIN SYS INC DEL CALL 00790R104 424 20,600 SH Call SOLE N/A 20,600 0 0
AFFILIATED MANAGERS GROUP COM 008252108 385 2,650 SH   SOLE N/A 2,650 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 11,814 259,300 SH   SOLE N/A 259,300 0 0
AGNICO EAGLE MINES LTD COM 008474108 1,525 36,300 SH   SOLE N/A 36,300 0 0
ALBEMARLE CORP COM 012653101 15,126 175,725 SH   SOLE N/A 175,725 0 0
ALLSTATE CORP COM 020002101 196 2,650 SH   SOLE N/A 2,650 0 0
ALLY FINL INC COM 02005N100 184 9,700 SH   SOLE N/A 9,700 0 0
ALPHABET INC CAP 02079K305 40,165 50,683 SH   SOLE N/A 50,683 0 0
ALTRIA GROUP INC COM 02209S103 5,068 74,950 SH   SOLE N/A 74,950 0 0
AMAZON COM INC COM 023135106 13,209 17,615 SH   SOLE N/A 17,615 0 0
AMDOCS LTD SHS G02602103 809 13,900 SH   SOLE N/A 13,900 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 12,339 140,025 SH   SOLE N/A 140,025 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 8,381 399,500 SH   SOLE N/A 399,500 0 0
ANGLOGOLD ASHANTI LTD ADR 035128206 3,601 342,600 SH   SOLE N/A 342,600 0 0
APPLE INC COM 037833100 24,006 207,275 SH   SOLE N/A 207,275 0 0
ARCH CAP GROUP LTD ORD G0450A105 25,791 298,900 SH   SOLE N/A 298,900 0 0
AUTOZONE INC COM 053332102 8,487 10,745 SH   SOLE N/A 10,745 0 0
BAXTER INTL INC COM 071813109 3,014 68,000 SH   SOLE N/A 68,000 0 0
BAYTEX ENERGY CORP COM 07317Q105 99 20,400 SH   SOLE N/A 20,400 0 0
BLACKSTONE GROUP L P COM 09253U108 9,361 346,300 SH   SOLE N/A 346,300 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,352 293,700 SH   SOLE N/A 293,700 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,116 31,900 SH   SOLE N/A 31,900 0 0
BROADSOFT INC COM 11133B409 14,054 340,700 SH   SOLE N/A 340,700 0 0
BROOKFIELD INFRAST PARTNERS LP I G16252101 857 25,600 SH   SOLE N/A 25,600 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,827 121,550 SH   SOLE N/A 121,550 0 0
CALLAWAY GOLF CO COM 131193104 1,591 145,200 SH   SOLE N/A 145,200 0 0
CARLISLE COS INC COM 142339100 13,478 122,200 SH   SOLE N/A 122,200 0 0
CEDAR FAIR L P DEPO 150185106 714 11,100 SH   SOLE N/A 11,100 0 0
CELGENE CORP COM 151020104 9,556 82,550 SH   SOLE N/A 82,550 0 0
CELLECTIS S A SPON 15117K103 247 14,600 SH   SOLE N/A 14,600 0 0
CHUNGHWA TELECOM CO LTD ADR 17133Q502 188 60,000 SH   SOLE N/A 60,000 0 0
CISCO SYS INC COM 17275R102 1,167 38,600 SH   SOLE N/A 38,600 0 0
CITIZENS FINL GROUP INC COM 174610105 217 6,100 SH   SOLE N/A 6,100 0 0
COGENT COMMUNICATIONS HLDGS COM 19239V302 1,577 38,100 SH   SOLE N/A 38,100 0 0
COMCAST CORP NEW CL A 20030N101 16,206 234,683 SH   SOLE N/A 234,683 0 0
COMERICA INC COM 200340107 19,851 291,450 SH   SOLE N/A 291,450 0 0
COMMSCOPE HLDG CO INC COM 20337X109 6,399 172,000 SH   SOLE N/A 172,000 0 0
COMMVAULT SYSTEMS INC COM 204166102 6,436 125,200 SH   SOLE N/A 125,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 3,833 25,000 SH   SOLE N/A 25,000 0 0
CONTINENTAL RESOURCES INC COM 212015101 23,008 446,475 SH   SOLE N/A 446,475 0 0
CORELOGIC INC COM 21871D103 1,032 28,000 SH   SOLE N/A 28,000 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 10,634 122,550 SH   SOLE N/A 122,550 0 0
CROWN HOLDINGS INC COM 228368106 663 12,600 SH   SOLE N/A 12,600 0 0
DCP MIDSTREAM PARTNERS LP COM 23311P100 534 13,900 SH   SOLE N/A 13,900 0 0
DCT INDUSTRIAL TRUST INC COM 233153204 1,623 33,900 SH   SOLE N/A 33,900 0 0
DELTA AIR LINES INC DEL COM 247361702 8,479 172,375 SH   SOLE N/A 172,375 0 0
DICKS SPORTING GOODS INC COM 253393102 929 17,500 SH   SOLE N/A 17,500 0 0
DISCOVER FINL SVCS COM 254709108 7,204 99,950 SH   SOLE N/A 99,950 0 0
DREW INDS INC COM 26168L205 421 3,900 SH   SOLE N/A 3,900 0 0
E TRADE FINANCIAL CORP COM 269246401 8,788 253,600 SH   SOLE N/A 253,600 0 0
EAST WEST BANCORP INC COM 27579R104 2,709 53,300 SH   SOLE N/A 53,300 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 28,334 302,397 SH   SOLE N/A 302,397 0 0
ELLIE MAE INC COM 28849P100 8,594 102,695 SH   SOLE N/A 102,695 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,793 40,200 SH   SOLE N/A 40,200 0 0
ENSIGN GROUP INC COM 29358P101 1,236 55,600 SH   SOLE N/A 55,600 0 0
EVERCORE PARTNERS INC CLAS 29977A105 1,601 23,300 SH   SOLE N/A 23,300 0 0
FARMER BROS CO COM 307675108 674 18,400 SH   SOLE N/A 18,400 0 0
FINISAR CORP COM 31787A507 3,686 121,800 SH   SOLE N/A 121,800 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 22,385 242,950 SH   SOLE N/A 242,950 0 0
FIVE9 INC COM 338307101 4,598 323,944 SH   SOLE N/A 323,944 0 0
FLIR SYS INC COM 302445101 1,252 34,600 SH   SOLE N/A 34,600 0 0
FOREST CITY RLTY TR INC COM 345605109 5,972 286,500 SH   SOLE N/A 286,500 0 0
FREEPORT-MCMORAN INC PUT 35671D857 2,637 200,000 SH Put SOLE N/A 200,000 0 0
GENERAL GROWTH PPTYS INC NEW COM 370023103 2,170 86,900 SH   SOLE N/A 86,900 0 0
GIGAMON INC COM 37518B102 2,049 45,000 SH   SOLE N/A 45,000 0 0
GLAUKOS CORP COM 377322102 1,400 40,800 SH   SOLE N/A 40,800 0 0
GOODYEAR TIRE AND RUBR CO COM 382550101 1,253 40,600 SH   SOLE N/A 40,600 0 0
GREAT PLAINS ENERGY INC COM 391164100 991 36,200 SH   SOLE N/A 36,200 0 0
HARMAN INTL INDS INC COM 413086109 1,567 14,100 SH   SOLE N/A 14,100 0 0
HD SUPPLY HLDGS INC COM 40416M105 935 22,000 SH   SOLE N/A 22,000 0 0
HEALTHEQUITY INC COM 42226A107 8,005 197,558 SH   SOLE N/A 197,558 0 0
HEICO CORP NEW CL A 422806208 435 6,400 SH   SOLE N/A 6,400 0 0
HEXCEL CORP NEW COM 428291108 138 2,700 SH   SOLE N/A 2,700 0 0
HILL ROM HLDGS INC COM 431475102 1,667 29,700 SH   SOLE N/A 29,700 0 0
HMS HLDGS CORP COM 40425J101 2,371 130,600 SH   SOLE N/A 130,600 0 0
HOLLYFRONTIER CORP COM 436106108 12,736 388,750 SH   SOLE N/A 388,750 0 0
HOLOGIC INC COM 436440101 1,466 36,550 SH   SOLE N/A 36,550 0 0
HOME DEPOT INC COM 437076102 10,720 79,950 SH   SOLE N/A 79,950 0 0
HONEYWELL INTL INC COM 438516106 6,277 54,175 SH   SOLE N/A 54,175 0 0
HRG GROUP INC COM 40434J100 1,184 76,100 SH   SOLE N/A 76,100 0 0
HUNTINGTON BANCSHARES INC COM 446150104 13,579 1,027,150 SH   SOLE N/A 1,027,150 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 1,308 7,100 SH   SOLE N/A 7,100 0 0
ICU MED INC COM 44930G107 1,931 13,100 SH   SOLE N/A 13,100 0 0
INGERSOLL-RAND PLC SHS G47791101 9,211 122,750 SH   SOLE N/A 122,750 0 0
INPHI CORP COM 45772F107 12,093 270,984 SH   SOLE N/A 270,984 0 0
INTEL CORP COM 458140100 3,853 106,200 SH   SOLE N/A 106,200 0 0
INTUITIVE SURGICAL INC COM 46120E602 8,456 13,332 SH   SOLE N/A 13,332 0 0
IRSA INVERSIONES Y REP S A GLOB 450047204 74 4,000 SH   SOLE N/A 4,000 0 0
ISHARES MSCI 464286772 35 650 SH   SOLE N/A 650 0 0
ISHARES MSCI 464286822 180 4,100 SH   SOLE N/A 4,100 0 0
ISHARES TR 7-10 464287440 747 7,125 SH   SOLE N/A 7,125 0 0
ISHARES TR 20 Y 464287432 821 6,900 SH   SOLE N/A 6,900 0 0
ITT INC COM 45073V108 1,744 45,200 SH   SOLE N/A 45,200 0 0
JD COM INC ADR 47215P106 127 5,000 SH   SOLE N/A 5,000 0 0
JPMORGAN CHASE AND CO COM 46625H100 18,772 217,550 SH   SOLE N/A 217,550 0 0
JUNIPER NETWORKS INC COM 48203R104 10,124 358,200 SH   SOLE N/A 358,200 0 0
KAR AUCTION SVCS INC COM 48238T109 8,709 204,350 SH   SOLE N/A 204,350 0 0
KEYCORP NEW COM 493267108 13,076 715,600 SH   SOLE N/A 715,600 0 0
KOREA ELECTRIC PWR ADR 500631106 37 2,000 SH   SOLE N/A 2,000 0 0
KRAFT HEINZ CO COM 500754106 8,968 102,700 SH   SOLE N/A 102,700 0 0
KROGER CO COM 501044101 6,405 185,600 SH   SOLE N/A 185,600 0 0
L-3 COMMUNICATIONS HLDGS INC COM 502424104 6,001 39,448 SH   SOLE N/A 39,448 0 0
LANDSTAR SYS INC COM 515098101 1,203 14,100 SH   SOLE N/A 14,100 0 0
LAUDER ESTEE COS INC CL A 518439104 5,548 72,525 SH   SOLE N/A 72,525 0 0
LEGACY TEX FINL GROUP INC COM 52471Y106 637 14,800 SH   SOLE N/A 14,800 0 0
LIBERTY TRIPADVISOR HLDGS IN COM 531465102 450 29,800 SH   SOLE N/A 29,800 0 0
LIFE STORAGE INC COM 53223X107 546 6,400 SH   SOLE N/A 6,400 0 0
LINCOLN NATL CORP IND COM 534187109 2,447 36,950 SH   SOLE N/A 36,950 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 265 28,000 SH   SOLE N/A 28,000 0 0
LINDBLAD EXPEDITIONS HLDGS I *W E 535219117 52 23,500 SH   SOLE N/A 23,500 0 0
MACYS INC COM 55616P104 8,095 226,050 SH   SOLE N/A 226,050 0 0
MACYS INC CALL 55616P104 2,267 63,300 SH Call SOLE N/A 63,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 21,428 207,547 SH   SOLE N/A 207,547 0 0
MATADOR RES CO COM 576485205 21,338 828,320 SH   SOLE N/A 828,320 0 0
MERCK AND CO INC COM 58933Y105 23,046 391,500 SH   SOLE N/A 391,500 0 0
MERCK AND CO INC CALL 58933Y105 10,597 180,000 SH Call SOLE N/A 180,000 0 0
MGM RESORTS INTERNATIONAL COM 552953101 9,671 335,400 SH   SOLE N/A 335,400 0 0
MICRON TECHNOLOGY INC COM 595112103 9,402 428,800 SH   SOLE N/A 428,800 0 0
MICROSOFT CORP COM 594918104 19,889 320,075 SH   SOLE N/A 320,075 0 0
MOHAWK INDS INC COM 608190104 5,869 29,400 SH   SOLE N/A 29,400 0 0
MOLSON COORS BREWING CO CL A 60871R100 23,093 237,293 SH   SOLE N/A 237,293 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 10,721 241,800 SH   SOLE N/A 241,800 0 0
MORGAN STANLEY COM 617446448 10,425 246,687 SH   SOLE N/A 246,687 0 0
MOTORCAR PTS AMER INC COM 620071100 2,983 110,802 SH   SOLE N/A 110,802 0 0
NEVRO CORP COM 64157F103 611 8,400 SH   SOLE N/A 8,400 0 0
NEWFIELD EXPL CO COM 651290108 25,141 620,748 SH   SOLE N/A 620,748 0 0
NEXTERA ENERGY INC COM 65339F101 14,489 121,300 SH   SOLE N/A 121,300 0 0
NMI HLDGS INC CL A 629209305 75 7,000 SH   SOLE N/A 7,000 0 0
NORFOLK SOUTHERN CORP COM 655844108 14,444 133,650 SH   SOLE N/A 133,650 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,246 56,950 SH   SOLE N/A 56,950 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 14,238 955,600 SH   SOLE N/A 955,600 0 0
NVIDIA CORP COM 67066G104 23,110 216,518 SH   SOLE N/A 216,518 0 0
NVR INC COM 62944T105 3,030 1,815 SH   SOLE N/A 1,815 0 0
OCWEN FINL CORP COM 675746309 1,624 301,300 SH   SOLE N/A 301,300 0 0
PARSLEY ENERGY INC CL A 701877102 21,903 621,487 SH   SOLE N/A 621,487 0 0
PRICELINE GRP INC COM 741503403 8,922 6,085 SH   SOLE N/A 6,085 0 0
PVH CORP COM 693656100 9,468 104,906 SH   SOLE N/A 104,906 0 0
QUINTILES IMS HOLDINGS INC COM 74876Y101 936 12,300 SH   SOLE N/A 12,300 0 0
REINSURANCE GROUP AMER INC COM 759351604 3,448 27,400 SH   SOLE N/A 27,400 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 6,205 130,200 SH   SOLE N/A 130,200 0 0
ROSS STORES INC COM 778296103 8,682 132,350 SH   SOLE N/A 132,350 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 847 46,300 SH   SOLE N/A 46,300 0 0
SAGE THERAPEUTICS INC COM 78667J108 5,753 112,655 SH   SOLE N/A 112,655 0 0
SALESFORCE COM INC COM 79466L302 3,707 54,180 SH   SOLE N/A 54,180 0 0
SBA COMMUNICATIONS CORP COM 78388J106 2,571 24,900 SH   SOLE N/A 24,900 0 0
SHORETEL INC COM 825211105 197 27,500 SH   SOLE N/A 27,500 0 0
SILVER STD RES INC COM 82823L106 4,261 477,900 SH   SOLE N/A 477,900 0 0
SNAP ON INC COM 833034101 3,546 20,700 SH   SOLE N/A 20,700 0 0
SOUTHERN COPPER CORP COM 84265V105 3,864 121,000 SH   SOLE N/A 121,000 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 18,106 81,000 SH Put SOLE N/A 81,000 0 0
SPDR S AND P 500 ETF TR CALL 78462F103 1,341 6,000 SH Call SOLE N/A 6,000 0 0
SPDR SERIES TRUST ETF 78464A730 460 11,100 SH   SOLE N/A 11,100 0 0
SPDR SERIES TRUST PUT 78464A698 222 4,000 SH Put SOLE N/A 4,000 0 0
SPECTRUM BRANDS HLDGS INC COM 84763R101 15,445 126,250 SH   SOLE N/A 126,250 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM 848574109 2,691 46,100 SH   SOLE N/A 46,100 0 0
STANLEY BLACK AND DECKER INC COM 854502101 10,604 92,450 SH   SOLE N/A 92,450 0 0
SUMMIT MATLS INC CL A 86614U100 14,160 595,208 SH   SOLE N/A 595,208 0 0
SUN CMNTYS INC COM 866674104 2,950 38,500 SH   SOLE N/A 38,500 0 0
SUNOPTA INC COM 8676EP108 527 74,750 SH   SOLE N/A 74,750 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 161 6,400 SH   SOLE N/A 6,400 0 0
SYNCHRONY FINL COM 87165B103 27,568 760,050 SH   SOLE N/A 760,050 0 0
T MOBILE US INC COM 872590104 466 8,100 SH   SOLE N/A 8,100 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 10,461 212,210 SH   SOLE N/A 212,210 0 0
TELEFONICA BRASIL SA ADR 87936R106 120 9,000 SH   SOLE N/A 9,000 0 0
TERRAFORM PWR INC CL A 88104R100 854 66,700 SH   SOLE N/A 66,700 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 510 14,100 SH   SOLE N/A 14,100 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 13,177 93,400 SH   SOLE N/A 93,400 0 0
UNITEDHEALTH GROUP INC COM 91324P102 21,593 134,925 SH   SOLE N/A 134,925 0 0
US BANCORP DEL COM 902973304 5 100 SH   SOLE N/A 100 0 0
VAIL RESORTS INC COM 91879Q109 2,533 15,700 SH   SOLE N/A 15,700 0 0
VANECK VECTORS ETF TR JR G 92189F791 1,200 38,050 SH   SOLE N/A 38,050 0 0
VARONIS SYS INC COM 922280102 3,862 144,100 SH   SOLE N/A 144,100 0 0
VCA INC COM 918194101 3,858 56,200 SH   SOLE N/A 56,200 0 0
VMWARE INC CL A 928563402 11,752 149,277 SH   SOLE N/A 149,277 0 0
VONAGE HLDGS CORP COM 92886T201 5,799 846,465 SH   SOLE N/A 846,465 0 0
W P CAREY INC COM 92936U109 414 7,000 SH   SOLE N/A 7,000 0 0
WAL-MART STORES INC COM 931142103 11,349 164,200 SH   SOLE N/A 164,200 0 0
WEX INC COM 96208T104 3,925 35,175 SH   SOLE N/A 35,175 0 0
WISDOMTREE INVTS INC COM 97717P104 857 76,900 SH   SOLE N/A 76,900 0 0
WOORI BK ADR 98105T104 38 1,200 SH   SOLE N/A 1,200 0 0
ZAYO GROUP HLDGS INC COM 98919V105 1,174 35,700 SH   SOLE N/A 35,700 0 0
ZOETIS INC CL A 98978V103 15,952 298,000 SH   SOLE N/A 298,000 0 0