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
3-D SYS CORP DEL COM NEW 88554D205 1,190 62,971 SH   SOLE   62,971 0 0
ABBOTT LABS COM 002824100 3,228 44,000 SH   SOLE   44,000 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 371 12,000 SH   SOLE   12,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 3,946 23,952 SH   SOLE   23,952 0 0
ALLAKOS INC COM 01671P100 1,020 22,677 SH   SOLE   22,677 0 0
ALTERYX INC COM CL A 02156B103 14,622 255,592 SH   SOLE   255,592 0 0
AMAZON COM INC COM 023135106 38,055 18,999 SH   SOLE   18,999 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 251 16,163 SH   SOLE   16,163 0 0
ANTHEM INC COM 036752103 30,569 111,547 SH   SOLE   111,547 0 0
AON PLC SHS CL A G0408V102 10,875 70,720 SH   SOLE   70,720 0 0
APOGEE ENTERPRISES INC COM 037598109 202 4,880 SH   SOLE   4,880 0 0
APPLE INC COM 037833100 5,192 23,000 SH   SOLE   23,000 0 0
ASCENA RETAIL GROUP INC COM 04351G101 99 21,739 SH   SOLE   21,739 0 0
ASPEN TECHNOLOGY INC COM 045327103 322 2,828 SH   SOLE   2,828 0 0
ATKORE INTL GROUP INC COM 047649108 321 12,084 SH   SOLE   12,084 0 0
AUTODESK INC COM 052769106 21,695 138,970 SH   SOLE   138,970 0 0
AVANOS MED INC COM 05350V106 425 6,202 SH   SOLE   6,202 0 0
BLOOM ENERGY CORP COM CL A 093712107 11,614 340,782 SH   SOLE   340,782 0 0
BOOT BARN HLDGS INC COM 099406100 213 7,495 SH   SOLE   7,495 0 0
CALLAWAY GOLF CO COM 131193104 1,131 46,546 SH   SOLE   46,546 0 0
CANADIAN PAC RY LTD COM 13645T100 15,439 72,844 SH   SOLE   72,844 0 0
CARGURUS INC COM CL A 141788109 239 4,296 SH   SOLE   4,296 0 0
CENTURYLINK INC COM 156700106 366 17,287 SH   SOLE   17,287 0 0
CIENA CORP COM NEW 171779309 513 16,425 SH   SOLE   16,425 0 0
CONDUENT INC COM 206787103 411 18,245 SH   SOLE   18,245 0 0
CONOCOPHILLIPS COM 20825C104 4,257 55,000 SH   SOLE   55,000 0 0
COTY INC COM CL A 222070203 12,588 1,002,267 SH   SOLE   1,002,267 0 0
COUPA SOFTWARE INC COM 22266L106 1,442 18,231 SH   SOLE   18,231 0 0
CSX CORP COM 126408103 19,427 262,346 SH   SOLE   262,346 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 2,467 145,203 SH   SOLE   145,203 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 246 3,075 SH   SOLE   3,075 0 0
DEAN FOODS CO NEW COM NEW 242370203 133 18,750 SH   SOLE   18,750 0 0
DELEK US HLDGS INC NEW COM 24665A103 2,122 50,000 SH   SOLE   50,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 1,997 50,000 SH   SOLE   50,000 0 0
DIAMONDBACK ENERGY INC COM 25278X109 4,056 30,000 SH   SOLE   30,000 0 0
DSW INC CL A 23334L102 244 7,193 SH   SOLE   7,193 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 488 14,000 SH   SOLE   14,000 0 0
EXPRESS INC COM 30219E103 174 15,755 SH   SOLE   15,755 0 0
EXTREME NETWORKS INC COM 30226D106 90 16,396 SH   SOLE   16,396 0 0
FARFETCH LTD ORD SH CL A 30744W107 6,808 250,000 SH   SOLE   250,000 0 0
FIRSTENERGY CORP COM 337932107 1,487 40,000 SH   SOLE   40,000 0 0
GARDNER DENVER HLDGS INC COM 36555P107 14,126 498,432 SH   SOLE   498,432 0 0
GATX CORP COM 361448103 1,299 15,000 SH   SOLE   15,000 0 0
GDS HLDGS LTD SPONSORED ADR 36165L108 3,258 92,755 SH   SOLE   92,755 0 0
GOLAR LNG PARTNERS LP COM UNIT LPI Y2745C102 2,085 75,000 SH   SOLE   75,000 0 0
GOPRO INC CL A 38268T103 1,080 150,000 SH   SOLE   150,000 0 0
GRAY TELEVISION INC COM 389375106 183 10,429 SH   SOLE   10,429 0 0
GRUPO FINANCIERO GALICIA S A SP ADR 10 SH B 399909100 885 34,806 SH   SOLE   34,806 0 0
GRUPO TELEVISA SA SPON ADR REP ORD 40049J206 1,305 73,565 SH   SOLE   73,565 0 0
HESS CORP COM 42809H107 4,295 60,000 SH   SOLE   60,000 0 0
HIGHPOINT RES CORP COM 43114K108 94 19,354 SH   SOLE   19,354 0 0
HORTONWORKS INC COM 440894103 456 20,004 SH   SOLE   20,004 0 0
HOSTESS BRANDS INC CL A 44109J106 163 14,716 SH   SOLE   14,716 0 0
INGEVITY CORP COM 45688C107 2,343 23,000 SH   SOLE   23,000 0 0
INOGEN INC COM 45780L104 213 872 SH   SOLE   872 0 0
IQVIA HLDGS INC COM 46266C105 18,494 142,548 SH   SOLE   142,548 0 0
ITAU UNIBANCO HLDG SA SPON ADR REP PFD 465562106 3,003 273,473 SH   SOLE   273,473 0 0
KKR & CO INC CL A 48251W104 14,652 537,281 SH   SOLE   537,281 0 0
LAMB WESTON HLDGS INC COM 513272104 10,279 154,335 SH   SOLE   154,335 0 0
LULULEMON ATHLETICA INC COM 550021109 5,315 32,712 SH   SOLE   32,712 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 1,162 39,654 SH   SOLE   39,654 0 0
MARATHON OIL CORP COM 565849106 3,958 170,000 SH   SOLE   170,000 0 0
MARATHON PETE CORP COM 56585A102 36,034 450,600 SH   SOLE   450,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,226 10,000 SH   SOLE   10,000 0 0
MATCH GROUP INC COM 57665R106 215 3,711 SH   SOLE   3,711 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 932 13,593 SH   SOLE   13,593 0 0
MICROSOFT CORP COM 594918104 4,460 39,000 SH   SOLE   39,000 0 0
MOSAIC CO NEW COM 61945C103 364 11,198 SH   SOLE   11,198 0 0
MUELLER WTR PRODS INC COM SER A 624758108 197 17,142 SH   SOLE   17,142 0 0
MYRIAD GENETICS INC COM 62855J104 389 8,462 SH   SOLE   8,462 0 0
NETFLIX INC COM 64110L106 15,873 42,427 SH   SOLE   42,427 0 0
NIO INC SPON ADS 62914V106 13,893 1,990,430 SH   SOLE   1,990,430 0 0
NRG ENERGY INC COM NEW 629377508 2,057 55,000 SH   SOLE   55,000 0 0
OASIS PETE INC NEW COM 674215108 3,545 250,000 SH   SOLE   250,000 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 12,193 148,393 SH   SOLE   148,393 0 0
OFFICE DEPOT INC COM 676220106 230 71,678 SH   SOLE   71,678 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 844 27,196 SH   SOLE   27,196 0 0
PAYLOCITY HLDG CORP COM 70438V106 244 3,037 SH   SOLE   3,037 0 0
PBF ENERGY INC CL A 69318G106 3,494 70,000 SH   SOLE   70,000 0 0
PENNEY J C INC COM 708160106 74 44,505 SH   SOLE   44,505 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 3,229 267,500 SH   SOLE   267,500 0 0
PINDUODUO INC SPONSORED ADS 722304102 3,176 120,821 SH   SOLE   120,821 0 0
PLANET FITNESS INC CL A 72703H101 18,141 335,767 SH   SOLE   335,767 0 0
POLARITYTE INC COM 731094108 18,842 986,500 SH   SOLE   986,500 0 0
PURE STORAGE INC CL A 74624M102 1,396 53,784 SH   SOLE   53,784 0 0
SABRE CORP COM 78573M104 23,586 904,357 SH   SOLE   904,357 0 0
SANDERSON FARMS INC COM 800013104 3,380 32,694 SH   SOLE   32,694 0 0
SEAWORLD ENTMT INC COM 81282V100 28,934 920,582 SH   SOLE   920,582 0 0
STEELCASE INC CL A 858155203 213 11,536 SH   SOLE   11,536 0 0
SUNCOR ENERGY INC NEW COM 867224107 4,643 120,000 SH   SOLE   120,000 0 0
TABLEAU SOFTWARE INC CL A 87336U105 12,620 112,945 SH   SOLE   112,945 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 9,599 217,378 SH   SOLE   217,378 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 14,087 102,090 SH   SOLE   102,090 0 0
TARGA RES CORP COM 87612G101 4,786 85,000 SH   SOLE   85,000 0 0
TENABLE HLDGS INC COM 88025T102 2,891 74,363 SH   SOLE   74,363 0 0
THE TRADE DESK INC COM CL A 88339J105 2,217 14,692 SH   SOLE   14,692 0 0
TRIMBLE INC COM 896239100 2,077 47,795 SH   SOLE   47,795 0 0
TWILIO INC CL A 90138F102 1,226 14,210 SH   SOLE   14,210 0 0
TYSON FOODS INC CL A 902494103 3,310 55,607 SH   SOLE   55,607 0 0
UNION PAC CORP COM 907818108 15,809 97,090 SH   SOLE   97,090 0 0
UNIT CORP COM 909218109 224 8,603 SH   SOLE   8,603 0 0
VALERO ENERGY CORP NEW COM 91913Y100 3,413 30,000 SH   SOLE   30,000 0 0
VARONIS SYS INC COM 922280102 16,551 225,952 SH   SOLE   225,952 0 0
VEEVA SYS INC CL A COM 922475108 241 2,213 SH   SOLE   2,213 0 0
VISTA OUTDOOR INC COM 928377100 275 15,347 SH   SOLE   15,347 0 0
VISTRA ENERGY CORP COM 92840M102 4,354 175,000 SH   SOLE   175,000 0 0
VMWARE INC CL A COM 928563402 22,435 143,762 SH   SOLE   143,762 0 0
WILLIAMS SONOMA INC COM 969904101 919 13,983 SH   SOLE   13,983 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 2,985 30,854 SH   SOLE   30,854 0 0
WORLDPAY INC CL A 981558109 3,342 33,000 SH   SOLE   33,000 0 0
WPX ENERGY INC COM 98212B103 3,018 150,000 SH   SOLE   150,000 0 0
XPO LOGISTICS INC COM 983793100 37,887 331,849 SH   SOLE   331,849 0 0
YANDEX N V SHS CLASS A N97284108 4,596 139,733 SH   SOLE   139,733 0 0
YELP INC CL A 985817105 1,376 27,975 SH   SOLE   27,975 0 0