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 1,099 24,357 SH   SOLE   24,357 0 0
ABM INDS INC COM 000957100 1,253 33,225 SH   SOLE   33,225 0 0
ACI WORLDWIDE INC COM 004498101 2,593 68,456 SH   SOLE   68,456 0 0
ACTIVISION BLIZZARD INC COM 00507V109 26,178 440,553 SH   SOLE   440,553 0 0
ACTUANT CORP CL A NEW 00508X203 1,222 46,945 SH   SOLE   46,945 0 0
ACUITY BRANDS INC COM 00508Y102 2,968 21,504 SH   SOLE   21,504 0 0
ADOBE INC COM 00724F101 360 1,092 SH   SOLE   1,092 0 0
ADT INC COM 00090Q103 1,361 171,679 SH   SOLE   171,679 0 0
ADTALEM GLOBAL ED INC COM 00737L103 2,251 64,365 SH   SOLE   64,365 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 30,544 190,712 SH   SOLE   190,712 0 0
ADVANCED ENERGY INDS COM 007973100 2,049 28,782 SH   SOLE   28,782 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,843 40,373 SH   SOLE   40,373 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108 4,886 57,657 SH   SOLE   57,657 0 0
AFLAC INC COM 001055102 3,397 64,219 SH   SOLE   64,219 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 438 5,070 SH   SOLE   5,070 0 0
ALARM COM HLDGS INC COM 011642105 2,328 54,186 SH   SOLE   54,186 0 0
ALBEMARLE CORP COM 012653101 5,510 75,440 SH   SOLE   75,440 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 92,419 435,733 SH   SOLE   435,733 0 0
ALIGN TECHNOLOGY INC COM 016255101 14,503 51,975 SH   SOLE   51,975 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 3,748 181,414 SH   SOLE   181,414 0 0
ALLEGIANT TRAVEL CO COM 01748X102 3,474 19,963 SH   SOLE   19,963 0 0
ALLETE INC COM NEW 018522300 2,520 31,045 SH   SOLE   31,045 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 812 16,810 SH   SOLE   16,810 0 0
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 2,283 232,585 SH   SOLE   232,585 0 0
ALTAIR ENGR INC COM CL A 021369103 1,097 30,539 SH   SOLE   30,539 0 0
ALTRIA GROUP INC COM 02209S103 6,333 126,890 SH   SOLE   126,890 0 0
AMAZON COM INC COM 023135106 58,172 31,481 SH   SOLE   31,481 0 0
AMBARELLA INC SHS G037AX101 2,377 39,252 SH   SOLE   39,252 0 0
AMERCO COM 023586100 546 1,453 SH   SOLE   1,453 0 0
AMEREN CORP COM 023608102 1,323 17,221 SH   SOLE   17,221 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,232 13,038 SH   SOLE   13,038 0 0
AMERICAN EXPRESS CO COM 025816109 20,720 166,436 SH   SOLE   166,436 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 3,604 32,867 SH   SOLE   32,867 0 0
AMERICAN STS WTR CO COM 029899101 2,357 27,208 SH   SOLE   27,208 0 0
AMERIPRISE FINL INC COM 03076C106 5,897 35,398 SH   SOLE   35,398 0 0
AMERISOURCEBERGEN CORP COM 03073E105 4,067 47,833 SH   SOLE   47,833 0 0
AMETEK INC NEW COM 031100100 236 2,369 SH   SOLE   2,369 0 0
AMKOR TECHNOLOGY INC COM 031652100 1,036 79,656 SH   SOLE   79,656 0 0
ANSYS INC COM 03662Q105 59,532 231,272 SH   SOLE   231,272 0 0
ANTERO MIDSTREAM CORP COM 03676B102 3,012 396,799 SH   SOLE   396,799 0 0
APACHE CORP COM 037411105 386 15,077 SH   SOLE   15,077 0 0
APPLE INC COM 037833100 17,197 58,562 SH   SOLE   58,562 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105 879 13,175 SH   SOLE   13,175 0 0
APPLIED MATLS INC COM 038222105 46,405 760,244 SH   SOLE   760,244 0 0
APTIV PLC SHS G6095L109 42,652 449,110 SH   SOLE   449,110 0 0
AQUA AMERICA INC COM 03836W103 1,869 39,825 SH   SOLE   39,825 0 0
ARCONIC INC COM 03965L100 1,349 43,850 SH   SOLE   43,850 0 0
ARGO GROUP INTL HLDGS LTD COM G0464B107 1,069 16,256 SH   SOLE   16,256 0 0
ARISTA NETWORKS INC COM 040413106 41,799 205,500 SH Put SOLE   205,500 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108 1,572 48,625 SH   SOLE   48,625 0 0
ARVINAS INC COM 04335A105 3,143 76,495 SH   SOLE   76,495 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104 2,039 18,242 SH   SOLE   18,242 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 8,241 165,275 SH   SOLE   165,275 0 0
ATKORE INTL GROUP INC COM 047649108 1,158 28,633 SH   SOLE   28,633 0 0
ATRION CORP COM 049904105 1,840 2,449 SH   SOLE   2,449 0 0
AUTOLIV INC COM 052800109 35,764 423,697 SH   SOLE   423,697 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 1,411 8,275 SH   SOLE   8,275 0 0
AUTONATION INC COM 05329W102 1,634 33,601 SH   SOLE   33,601 0 0
AUTOZONE INC COM 053332102 106,706 89,570 SH   SOLE   89,570 0 0
AVANOS MED INC COM 05350V106 1,381 40,978 SH   SOLE   40,978 0 0
AVANTOR INC COM 05352A100 232 12,767 SH   SOLE   12,767 0 0
AVAYA HLDGS CORP COM 05351X101 26,062 1,930,543 SH   SOLE   1,930,543 0 0
AVIS BUDGET GROUP INC COM 053774105 4,107 127,381 SH   SOLE   127,381 0 0
AVISTA CORP COM 05379B107 2,077 43,194 SH   SOLE   43,194 0 0
AXIS CAPITAL HOLDINGS LTD SHS G0692U109 2,263 38,080 SH   SOLE   38,080 0 0
AXOS FINL INC COM 05465C100 1,133 37,402 SH   SOLE   37,402 0 0
BADGER METER INC COM 056525108 1,475 22,720 SH   SOLE   22,720 0 0
BAIDU INC SPON ADR REP A 056752108 135,821 1,074,532 SH   SOLE   1,074,532 0 0
BAIDU INC SPON ADR REP A 056752108 17,077 135,100 SH Call SOLE   135,100 0 0
BAKER HUGHES COMPANY CL A 05722G100 11,477 447,808 SH   SOLE   447,808 0 0
BALCHEM CORP COM 057665200 1,372 13,496 SH   SOLE   13,496 0 0
BANCORPSOUTH BK TUPELO MISS COM 05971J102 1,656 52,732 SH   SOLE   52,732 0 0
BANK HAWAII CORP COM 062540109 2,140 22,488 SH   SOLE   22,488 0 0
BANK OZK COM 06417N103 932 30,544 SH   SOLE   30,544 0 0
BANKUNITED INC COM 06652K103 1,314 35,930 SH   SOLE   35,930 0 0
BARNES GROUP INC COM 067806109 1,434 23,139 SH   SOLE   23,139 0 0
BAXTER INTL INC COM 071813109 122,840 1,469,025 SH   SOLE   1,469,025 0 0
BEACON ROOFING SUPPLY INC COM 073685109 268 8,382 SH   SOLE   8,382 0 0
BELDEN INC COM 077454106 2,136 38,845 SH   SOLE   38,845 0 0
BELLRING BRANDS INC COM CL A 079823100 1,065 50,000 SH   SOLE   50,000 0 0
BERRY GLOBAL GROUP INC COM 08579W103 1,245 26,213 SH   SOLE   26,213 0 0
BGC PARTNERS INC CL A 05541T101 1,243 209,246 SH   SOLE   209,246 0 0
BILL COM HLDGS INC COM 090043100 1,316 34,586 SH   SOLE   34,586 0 0
BIOGEN INC COM 09062X103 74,165 249,942 SH   SOLE   249,942 0 0
BLACK HILLS CORP COM 092113109 1,316 16,759 SH   SOLE   16,759 0 0
BLACK KNIGHT INC COM 09215C105 498 7,730 SH   SOLE   7,730 0 0
BLACKBAUD INC COM 09227Q100 903 11,348 SH   SOLE   11,348 0 0
BLACKROCK INC COM 09247X101 4,300 8,554 SH   SOLE   8,554 0 0
BLOCK H & R INC COM 093671105 5,633 239,904 SH   SOLE   239,904 0 0
BLOOMIN BRANDS INC COM 094235108 3,308 149,871 SH   SOLE   149,871 0 0
BOEING CO COM 097023105 71,667 220,000 SH Call SOLE   220,000 0 0
BOEING CO COM 097023105 99,950 306,822 SH   SOLE   306,822 0 0
BOK FINL CORP COM NEW 05561Q201 456 5,223 SH   SOLE   5,223 0 0
BOOKING HLDGS INC COM 09857L108 262,516 127,824 SH   SOLE   127,824 0 0
BOTTOMLINE TECH DEL INC COM 101388106 1,122 20,926 SH   SOLE   20,926 0 0
BOX INC CL A 10316T104 3,086 183,910 SH   SOLE   183,910 0 0
BRADY CORP CL A 104674106 1,845 32,230 SH   SOLE   32,230 0 0
BRIGHTHOUSE FINL INC COM 10922N103 2,661 67,843 SH   SOLE   67,843 0 0
BRINKER INTL INC COM 109641100 5,273 125,536 SH   SOLE   125,536 0 0
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 5,709 1,896,576 SH   SOLE   1,896,576 0 0
BROWN FORMAN CORP CL B 115637209 1,563 23,122 SH   SOLE   23,122 0 0
BRUNSWICK CORP COM 117043109 1,232 20,534 SH   SOLE   20,534 0 0
BUNGE LIMITED COM G16962105 323 5,616 SH   SOLE   5,616 0 0
BWX TECHNOLOGIES INC COM 05605H100 3,349 53,953 SH   SOLE   53,953 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 5,626 71,939 SH   SOLE   71,939 0 0
CABOT CORP COM 127055101 1,656 34,857 SH   SOLE   34,857 0 0
CADENCE BANCORPORATION CL A 12739A100 1,936 106,761 SH   SOLE   106,761 0 0
CAL MAINE FOODS INC COM NEW 128030202 1,989 46,538 SH   SOLE   46,538 0 0
CALAVO GROWERS INC COM 128246105 1,895 20,918 SH   SOLE   20,918 0 0
CALIFORNIA WTR SVC GROUP COM 130788102 1,843 35,744 SH   SOLE   35,744 0 0
CALLON PETE CO DEL COM 13123X102 6,875 1,423,382 SH   SOLE   1,423,382 0 0
CAMPBELL SOUP CO COM 134429109 54,272 1,098,180 SH   SOLE   1,098,180 0 0
CANADIAN NAT RES LTD COM 136385101 14,505 448,390 SH   SOLE   448,390 0 0
CANADIAN PAC RY LTD COM 13645T100 27,733 108,779 SH   SOLE   108,779 0 0
CANNAE HLDGS INC COM 13765N107 9,298 250,000 SH   SOLE   250,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 4,739 124,212 SH   SOLE   124,212 0 0
CARDINAL HEALTH INC COM 14149Y108 5,405 106,866 SH   SOLE   106,866 0 0
CARDIOVASCULAR SYS INC DEL COM 141619106 1,128 23,217 SH   SOLE   23,217 0 0
CARGURUS INC COM CL A 141788109 1,742 49,512 SH   SOLE   49,512 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 40,391 794,620 SH   SOLE   794,620 0 0
CARPENTER TECHNOLOGY CORP COM 144285103 479 9,628 SH   SOLE   9,628 0 0
CATHAY GEN BANCORP COM 149150104 1,598 41,995 SH   SOLE   41,995 0 0
CBRE GROUP INC CL A 12504L109 658 10,735 SH   SOLE   10,735 0 0
CDK GLOBAL INC COM 12508E101 5,100 93,279 SH   SOLE   93,279 0 0
CELANESE CORP DEL COM 150870103 978 7,942 SH   SOLE   7,942 0 0
CENTENE CORP DEL COM 15135B101 70,060 1,114,358 SH   SOLE   1,114,358 0 0
CENTURYLINK INC COM 156700106 742 56,182 SH   SOLE   56,182 0 0
CERIDIAN HCM HLDG INC COM 15677J108 16,977 250,096 SH   SOLE   250,096 0 0
CERNER CORP COM 156782104 6,458 87,989 SH   SOLE   87,989 0 0
CHEESECAKE FACTORY INC COM 163072101 4,032 103,755 SH   SOLE   103,755 0 0
CHEMOURS CO COM 163851108 3,792 209,614 SH   SOLE   209,614 0 0
CHENIERE ENERGY INC COM NEW 16411R208 15,210 249,054 SH   SOLE   249,054 0 0
CHOICE HOTELS INTL INC COM 169905106 4,189 40,502 SH   SOLE   40,502 0 0
CIENA CORP COM NEW 171779309 215 5,029 SH   SOLE   5,029 0 0
CIGNA CORP NEW COM 125523100 1,174 5,741 SH   SOLE   5,741 0 0
CIRRUS LOGIC INC COM 172755100 3,471 42,113 SH   SOLE   42,113 0 0
CITRIX SYS INC COM 177376100 5,858 52,822 SH   SOLE   52,822 0 0
CLEVELAND CLIFFS INC COM 185899101 5,256 625,657 SH   SOLE   625,657 0 0
CLOUDERA INC COM 18914U100 5,488 471,912 SH   SOLE   471,912 0 0
CNX RESOURCES CORPORATION COM 12653C108 1,581 178,699 SH   SOLE   178,699 0 0
COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 1,883 28,615 SH   SOLE   28,615 0 0
COHEN & STEERS INC COM 19247A100 1,288 20,523 SH   SOLE   20,523 0 0
COHERUS BIOSCIENCES INC COM 19249H103 10,694 593,967 SH   SOLE   593,967 0 0
COLFAX CORP COM 194014106 1,645 45,230 SH   SOLE   45,230 0 0
COLGATE PALMOLIVE CO COM 194162103 103,780 1,507,547 SH   SOLE   1,507,547 0 0
COLUMBIA BKG SYS INC COM 197236102 283 6,968 SH   SOLE   6,968 0 0
COMFORT SYS USA INC COM 199908104 444 8,901 SH   SOLE   8,901 0 0
COMMERCE BANCSHARES INC COM 200525103 3,575 52,613 SH   SOLE   52,613 0 0
COMMERCIAL METALS CO COM 201723103 907 40,727 SH   SOLE   40,727 0 0
COMMSCOPE HLDG CO INC COM 20337X109 4,197 295,785 SH   SOLE   295,785 0 0
COMMUNITY BK SYS INC COM 203607106 1,998 28,162 SH   SOLE   28,162 0 0
COMMVAULT SYSTEMS INC COM 204166102 2,064 46,226 SH   SOLE   46,226 0 0
COMPASS MINERALS INTL INC COM 20451N101 2,083 34,178 SH   SOLE   34,178 0 0
CONCHO RES INC COM 20605P101 68,054 777,138 SH   SOLE   777,138 0 0
CONMED CORP COM 207410101 491 4,389 SH   SOLE   4,389 0 0
CONOCOPHILLIPS COM 20825C104 42,222 649,263 SH   SOLE   649,263 0 0
COOPER COS INC COM NEW 216648402 1,543 4,801 SH   SOLE   4,801 0 0
CORELOGIC INC COM 21871D103 2,017 46,153 SH   SOLE   46,153 0 0
COUPA SOFTWARE INC COM 22266L106 5,149 35,210 SH   SOLE   35,210 0 0
COVANTA HLDG CORP COM 22282E102 982 66,185 SH   SOLE   66,185 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 5,782 37,610 SH   SOLE   37,610 0 0
CRANE CO COM 224399105 711 8,227 SH   SOLE   8,227 0 0
CREE INC COM 225447101 1,019 22,081 SH   SOLE   22,081 0 0
CSG SYS INTL INC COM 126349109 1,342 25,923 SH   SOLE   25,923 0 0
CSX CORP COM 126408103 103,206 1,426,283 SH   SOLE   1,426,283 0 0
CUBIC CORP COM 229669106 1,982 31,183 SH   SOLE   31,183 0 0
CULLEN FROST BANKERS INC COM 229899109 3,537 36,178 SH   SOLE   36,178 0 0
CUMMINS INC COM 231021106 4,778 26,697 SH   SOLE   26,697 0 0
CURTISS WRIGHT CORP COM 231561101 1,281 9,092 SH   SOLE   9,092 0 0
CUSHMAN WAKEFIELD PLC SHS G2717B108 1,123 54,917 SH   SOLE   54,917 0 0
CVB FINL CORP COM 126600105 1,683 77,982 SH   SOLE   77,982 0 0
CVR ENERGY INC COM 12662P108 1,526 37,742 SH   SOLE   37,742 0 0
D R HORTON INC COM 23331A109 31,969 606,049 SH   SOLE   606,049 0 0
DANA INCORPORATED COM 235825205 3,266 179,478 SH   SOLE   179,478 0 0
DARDEN RESTAURANTS INC COM 237194105 74,940 687,462 SH   SOLE   687,462 0 0
DATADOG INC CL A COM 23804L103 84,680 2,241,398 SH   SOLE   2,241,398 0 0
DECKERS OUTDOOR CORP COM 243537107 6,967 41,260 SH   SOLE   41,260 0 0
DEERE & CO COM 244199105 53,388 308,139 SH   SOLE   308,139 0 0
DEERE & CO COM 244199105 37,684 217,500 SH Call SOLE   217,500 0 0
DELUXE CORP COM 248019101 1,884 37,742 SH   SOLE   37,742 0 0
DEVON ENERGY CORP NEW COM 25179M103 56,991 2,194,494 SH   SOLE   2,194,494 0 0
DEXCOM INC COM 252131107 28,125 128,577 SH   SOLE   128,577 0 0
DICKS SPORTING GOODS INC COM 253393102 15,970 322,698 SH   SOLE   322,698 0 0
DILLARDS INC CL A 254067101 4,001 54,452 SH   SOLE   54,452 0 0
DIODES INC COM 254543101 2,864 50,804 SH   SOLE   50,804 0 0
DISCOVER FINL SVCS COM 254709108 548 6,464 SH   SOLE   6,464 0 0
DISCOVERY INC COM SER A 25470F104 3,138 95,847 SH   SOLE   95,847 0 0
DOLBY LABORATORIES INC COM CL A 25659T107 1,958 28,464 SH   SOLE   28,464 0 0
DOLLAR GEN CORP NEW COM 256677105 44,633 286,143 SH   SOLE   286,143 0 0
DOMINION ENERGY INC COM 25746U109 2,029 24,500 SH   SOLE   24,500 0 0
DOMINOS PIZZA INC COM 25754A201 18,576 63,231 SH   SOLE   63,231 0 0
DOMTAR CORP COM NEW 257559203 1,224 32,013 SH   SOLE   32,013 0 0
DONALDSON INC COM 257651109 1,983 34,413 SH   SOLE   34,413 0 0
DORMAN PRODUCTS INC COM 258278100 1,793 23,685 SH   SOLE   23,685 0 0
DROPBOX INC CL A 26210C104 4,788 267,330 SH   SOLE   267,330 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 6,157 67,500 SH   SOLE   67,500 0 0
DUPONT DE NEMOURS INC COM 26614N102 111,140 1,731,149 SH   SOLE   1,731,149 0 0
DXC TECHNOLOGY CO COM 23355L106 4,575 121,714 SH   SOLE   121,714 0 0
EAGLE BANCORP INC MD COM 268948106 978 20,121 SH   SOLE   20,121 0 0
EAGLE MATERIALS INC COM 26969P108 3,300 36,403 SH   SOLE   36,403 0 0
EBIX INC COM NEW 278715206 670 20,044 SH   SOLE   20,044 0 0
EDGEWELL PERS CARE CO COM 28035Q102 1,830 59,103 SH   SOLE   59,103 0 0
EIDOS THERAPEUTICS INC COM 28249H104 9,617 167,581 SH   SOLE   167,581 0 0
ELASTIC N V ORD SHS N14506104 36,172 562,556 SH   SOLE   562,556 0 0
ELEMENT SOLUTIONS INC COM 28618M106 2,487 212,960 SH   SOLE   212,960 0 0
EMERSON ELEC CO COM 291011104 55,097 722,492 SH   SOLE   722,492 0 0
EMERSON ELEC CO COM 291011104 131,549 1,725,000 SH Call SOLE   1,725,000 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 4,195 83,530 SH   SOLE   83,530 0 0
ENERSYS COM 29275Y102 2,089 27,918 SH   SOLE   27,918 0 0
ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 1,370 223,531 SH   SOLE   223,531 0 0
ENPHASE ENERGY INC COM 29355A107 2,905 111,186 SH   SOLE   111,186 0 0
ENSTAR GROUP LIMITED SHS G3075P101 1,198 5,792 SH   SOLE   5,792 0 0
ENVESTNET INC COM 29404K106 3,416 49,054 SH   SOLE   49,054 0 0
ENVISTA HLDGS CORP COM 29415F104 48,477 1,635,543 SH   SOLE   1,635,543 0 0
EOG RES INC COM 26875P101 81,370 971,462 SH   SOLE   971,462 0 0
EQT CORP COM 26884L109 9,312 854,354 SH   SOLE   854,354 0 0
EQUINIX INC COM 29444U700 77,219 132,292 SH   SOLE   132,292 0 0
EQUITRANS MIDSTREAM CORPORAT COM 294600101 5,168 386,848 SH   SOLE   386,848 0 0
ERIE INDTY CO CL A 29530P102 3,060 18,434 SH   SOLE   18,434 0 0
EURONET WORLDWIDE INC COM 298736109 1,007 6,389 SH   SOLE   6,389 0 0
EVENTBRITE INC COM CL A 29975E109 736 36,510 SH   SOLE   36,510 0 0
EVERCORE INC CLASS A 29977A105 2,873 38,430 SH   SOLE   38,430 0 0
EVEREST RE GROUP LTD COM G3223R108 1,162 4,196 SH   SOLE   4,196 0 0
EVERSOURCE ENERGY COM 30040W108 2,738 32,181 SH   SOLE   32,181 0 0
EVERTEC INC COM 30040P103 1,833 53,854 SH   SOLE   53,854 0 0
EVO PMTS INC CL A COM 26927E104 958 36,273 SH   SOLE   36,273 0 0
EXLSERVICE HOLDINGS INC COM 302081104 990 14,246 SH   SOLE   14,246 0 0
EXPEDIA GROUP INC COM NEW 30212P303 135,175 1,250,000 SH Call SOLE   1,250,000 0 0
EXPEDIA GROUP INC COM NEW 30212P303 137,361 1,270,212 SH   SOLE   1,270,212 0 0
EXTENDED STAY AMER INC UNIT 99/99/9999B 30224P200 3,221 216,759 SH   SOLE   216,759 0 0
FEDERATED INVS INC PA CL B 314211103 2,361 72,441 SH   SOLE   72,441 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 3,558 78,458 SH   SOLE   78,458 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 48,611 349,494 SH   SOLE   349,494 0 0
FIREEYE INC COM 31816Q101 5,689 344,166 SH   SOLE   344,166 0 0
FIRST AMERN FINL CORP COM 31847R102 704 12,073 SH   SOLE   12,073 0 0
FIRST FINL BANKSHARES COM 32020R109 1,781 50,739 SH   SOLE   50,739 0 0
FIRST SOLAR INC COM 336433107 1,856 33,161 SH   SOLE   33,161 0 0
FIRSTENERGY CORP COM 337932107 3,152 64,865 SH   SOLE   64,865 0 0
FISERV INC COM 337738108 45,848 396,510 SH   SOLE   396,510 0 0
FLIR SYS INC COM 302445101 631 12,124 SH   SOLE   12,124 0 0
FLOWERS FOODS INC COM 343498101 2,867 131,869 SH   SOLE   131,869 0 0
FLOWSERVE CORP COM 34354P105 655 13,168 SH   SOLE   13,168 0 0
FORESCOUT TECHNOLOGIES INC COM 34553D101 2,077 63,332 SH   SOLE   63,332 0 0
FORMFACTOR INC COM 346375108 605 23,289 SH   SOLE   23,289 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 101,273 1,549,937 SH   SOLE   1,549,937 0 0
FORWARD AIR CORP COM 349853101 1,078 15,413 SH   SOLE   15,413 0 0
FRANKLIN ELEC INC COM 353514102 284 4,954 SH   SOLE   4,954 0 0
FRANKLIN RES INC COM 354613101 5,602 215,633 SH   SOLE   215,633 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,293 403,408 SH   SOLE   403,408 0 0
FRESH DEL MONTE PRODUCE INC ORD G36738105 415 11,864 SH   SOLE   11,864 0 0
FULLER H B CO COM 359694106 2,129 41,286 SH   SOLE   41,286 0 0
FULTON FINL CORP PA COM 360271100 1,887 108,274 SH   SOLE   108,274 0 0
GAP INC COM 364760108 6,136 347,082 SH   SOLE   347,082 0 0
GARTNER INC COM 366651107 156,989 1,018,750 SH   SOLE   1,018,750 0 0
GATX CORP COM 361448103 1,723 20,792 SH   SOLE   20,792 0 0
GCP APPLIED TECHNOLOGIES INC COM 36164Y101 515 22,666 SH   SOLE   22,666 0 0
GENERAL ELECTRIC CO COM 369604103 45,792 4,103,208 SH   SOLE   4,103,208 0 0
GENERAL MTRS CO COM 37045V100 153,432 4,192,129 SH   SOLE   4,192,129 0 0
GENERAL MTRS CO COM 37045V100 106,140 2,900,000 SH Call SOLE   2,900,000 0 0
GENTHERM INC COM 37253A103 416 9,376 SH   SOLE   9,376 0 0
GENUINE PARTS CO COM 372460105 55,536 522,792 SH   SOLE   522,792 0 0
GLACIER BANCORP INC NEW COM 37637Q105 1,925 41,855 SH   SOLE   41,855 0 0
GLOBAL PMTS INC COM 37940X102 167,010 914,825 SH   SOLE   914,825 0 0
GLOBUS MED INC CL A 379577208 1,923 32,659 SH   SOLE   32,659 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 27,321 118,825 SH   SOLE   118,825 0 0
GRACE W R & CO DEL NEW COM 38388F108 4,267 61,094 SH   SOLE   61,094 0 0
GRAFTECH INTL LTD COM 384313508 1,890 162,656 SH   SOLE   162,656 0 0
GRAHAM HLDGS CO COM 384637104 1,818 2,845 SH   SOLE   2,845 0 0
GRAND CANYON ED INC COM 38526M106 1,334 13,925 SH   SOLE   13,925 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 322 19,337 SH   SOLE   19,337 0 0
GRAY TELEVISION INC COM 389375106 523 24,416 SH   SOLE   24,416 0 0
GREIF INC CL A 397624107 970 21,957 SH   SOLE   21,957 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109 1,611 16,106 SH   SOLE   16,106 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 2,576 23,469 SH   SOLE   23,469 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 36,295 347,118 SH   SOLE   347,118 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 37,955 363,000 SH Call SOLE   363,000 0 0
HAIN CELESTIAL GROUP INC COM 405217100 3,012 116,055 SH   SOLE   116,055 0 0
HANESBRANDS INC COM 410345102 5,669 381,744 SH   SOLE   381,744 0 0
HANOVER INS GROUP INC COM 410867105 3,096 22,650 SH   SOLE   22,650 0 0
HARSCO CORP COM 415864107 1,035 44,986 SH   SOLE   44,986 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 3,197 52,609 SH   SOLE   52,609 0 0
HASBRO INC COM 418056107 50,638 479,484 SH   SOLE   479,484 0 0
HAWAIIAN ELEC INDUSTRIES COM 419870100 2,306 49,221 SH   SOLE   49,221 0 0
HCA HEALTHCARE INC COM 40412C101 46,530 314,794 SH   SOLE   314,794 0 0
HEALTHCARE SVCS GRP INC COM 421906108 1,993 81,958 SH   SOLE   81,958 0 0
HEARTLAND EXPRESS INC COM 422347104 929 44,152 SH   SOLE   44,152 0 0
HELMERICH & PAYNE INC COM 423452101 17,639 388,274 SH   SOLE   388,274 0 0
HENRY JACK & ASSOC INC COM 426281101 4,978 34,173 SH   SOLE   34,173 0 0
HERBALIFE NUTRITION LTD COM SHS G4412G101 5,424 113,774 SH   SOLE   113,774 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 992 62,965 SH   SOLE   62,965 0 0
HEXCEL CORP NEW COM 428291108 852 11,625 SH   SOLE   11,625 0 0
HILL ROM HLDGS INC COM 431475102 1,763 15,527 SH   SOLE   15,527 0 0
HILLENBRAND INC COM 431571108 2,208 66,297 SH   SOLE   66,297 0 0
HILTON GRAND VACATIONS INC COM 43283X105 2,393 69,582 SH   SOLE   69,582 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 60,636 546,715 SH   SOLE   546,715 0 0
HMS HLDGS CORP COM 40425J101 1,138 38,443 SH   SOLE   38,443 0 0
HNI CORP COM 404251100 928 24,782 SH   SOLE   24,782 0 0
HOME BANCSHARES INC COM 436893200 1,538 78,237 SH   SOLE   78,237 0 0
HONEYWELL INTL INC COM 438516106 106,764 603,187 SH   SOLE   603,187 0 0
HOPE BANCORP INC COM 43940T109 1,070 71,981 SH   SOLE   71,981 0 0
HORMEL FOODS CORP COM 440452100 6,325 140,220 SH   SOLE   140,220 0 0
HOSTESS BRANDS INC CL A 44109J106 473 32,541 SH   SOLE   32,541 0 0
HOULIHAN LOKEY INC CL A 441593100 1,949 39,872 SH   SOLE   39,872 0 0
HP INC COM 40434L105 6,073 295,532 SH   SOLE   295,532 0 0
HUB GROUP INC CL A 443320106 1,554 30,299 SH   SOLE   30,299 0 0
HUMANA INC COM 444859102 222 607 SH   SOLE   607 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 2,673 10,655 SH   SOLE   10,655 0 0
HUNTSMAN CORP COM 447011107 33,116 1,370,713 SH   SOLE   1,370,713 0 0
IAC INTERACTIVECORP COM 44919P508 97,167 390,056 SH   SOLE   390,056 0 0
ICU MED INC COM 44930G107 3,609 19,286 SH   SOLE   19,286 0 0
IDACORP INC COM 451107106 2,781 26,035 SH   SOLE   26,035 0 0
INDEPENDENT BANK CORP MASS COM 453836108 973 11,685 SH   SOLE   11,685 0 0
INGREDION INC COM 457187102 4,916 52,890 SH   SOLE   52,890 0 0
INOVALON HLDGS INC COM CL A 45781D101 968 51,460 SH   SOLE   51,460 0 0
INSIGHT ENTERPRISES INC COM 45765U103 2,023 28,786 SH   SOLE   28,786 0 0
INSTRUCTURE INC COM 45781U103 2,249 46,640 SH   SOLE   46,640 0 0
INTEGER HLDGS CORP COM 45826H109 526 6,535 SH   SOLE   6,535 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,001 21,479 SH   SOLE   21,479 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 58,293 629,856 SH   SOLE   629,856 0 0
INTERDIGITAL INC COM 45867G101 1,916 35,155 SH   SOLE   35,155 0 0
INTERNATIONAL BANCSHARES COR COM 459044103 410 9,511 SH   SOLE   9,511 0 0
INTERPUBLIC GROUP COS INC COM 460690100 3,090 133,749 SH   SOLE   133,749 0 0
INTL PAPER CO COM 460146103 6,014 130,605 SH   SOLE   130,605 0 0
INVESCO LTD SHS G491BT108 5,907 328,507 SH   SOLE   328,507 0 0
INVESTORS BANCORP INC NEW COM 46146L101 728 61,114 SH   SOLE   61,114 0 0
IPG PHOTONICS CORP COM 44980X109 2,296 15,844 SH   SOLE   15,844 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 51,249 752,662 SH   SOLE   752,662 0 0
IROBOT CORP COM 462726100 2,145 42,363 SH   SOLE   42,363 0 0
ITRON INC COM 465741106 294 3,507 SH   SOLE   3,507 0 0
J & J SNACK FOODS CORP COM 466032109 2,374 12,884 SH   SOLE   12,884 0 0
J2 GLOBAL INC COM 48123V102 4,152 44,308 SH   SOLE   44,308 0 0
JACK IN THE BOX INC COM 466367109 4,984 63,867 SH   SOLE   63,867 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 25,150 168,474 SH   SOLE   168,474 0 0
JELD-WEN HLDG INC COM 47580P103 378 16,153 SH   SOLE   16,153 0 0
JOHNSON CTLS INTL PLC SHS G51502105 349 8,583 SH   SOLE   8,583 0 0
JONES LANG LASALLE INC COM 48020Q107 1,256 7,214 SH   SOLE   7,214 0 0
JUNIPER NETWORKS INC COM 48203R104 1,826 74,142 SH   SOLE   74,142 0 0
KAISER ALUMINUM CORP COM PAR $0.01 483007704 1,437 12,961 SH   SOLE   12,961 0 0
KAR AUCTION SVCS INC COM 48238T109 2,492 114,365 SH   SOLE   114,365 0 0
KELLOGG CO COM 487836108 6,220 89,930 SH   SOLE   89,930 0 0
KIMBERLY CLARK CORP COM 494368103 124,907 908,084 SH   SOLE   908,084 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 25,525 712,202 SH   SOLE   712,202 0 0
KNOWLES CORP COM 49926D109 1,866 88,213 SH   SOLE   88,213 0 0
KONTOOR BRANDS INC COM 50050N103 3,858 91,874 SH   SOLE   91,874 0 0
KORN FERRY COM NEW 500643200 1,443 34,027 SH   SOLE   34,027 0 0
KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 1,235 68,562 SH   SOLE   68,562 0 0
L BRANDS INC COM 501797104 4,372 241,282 SH   SOLE   241,282 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 153,264 774,570 SH   SOLE   774,570 0 0
LA Z BOY INC COM 505336107 1,134 36,032 SH   SOLE   36,032 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 35,247 208,353 SH   SOLE   208,353 0 0
LAM RESEARCH CORP COM 512807108 47,455 162,295 SH   SOLE   162,295 0 0
LANCASTER COLONY CORP COM 513847103 2,315 14,457 SH   SOLE   14,457 0 0
LANDSTAR SYS INC COM 515098101 3,081 27,061 SH   SOLE   27,061 0 0
LAS VEGAS SANDS CORP COM 517834107 6,169 89,351 SH   SOLE   89,351 0 0
LEGGETT & PLATT INC COM 524660107 5,799 114,090 SH   SOLE   114,090 0 0
LENNOX INTL INC COM 526107107 2,801 11,482 SH   SOLE   11,482 0 0
LGI HOMES INC COM 50187T106 2,272 32,159 SH   SOLE   32,159 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 3,626 75,000 SH   SOLE   75,000 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 3,611 75,000 SH   SOLE   75,000 0 0
LINCOLN ELEC HLDGS INC COM 533900106 3,958 40,923 SH   SOLE   40,923 0 0
LINDE PLC SHS G5494J103 163,999 770,308 SH   SOLE   770,308 0 0
LITHIA MTRS INC CL A 536797103 2,139 14,548 SH   SOLE   14,548 0 0
LITTELFUSE INC COM 537008104 569 2,974 SH   SOLE   2,974 0 0
LIVANOVA PLC SHS G5509L101 204 2,699 SH   SOLE   2,699 0 0
LOGMEIN INC COM 54142L109 1,781 20,775 SH   SOLE   20,775 0 0
LOUISIANA PAC CORP COM 546347105 2,401 80,918 SH   SOLE   80,918 0 0
LOWES COS INC COM 548661107 68,149 569,045 SH   SOLE   569,045 0 0
LUMENTUM HLDGS INC COM 55024U109 9,239 116,505 SH   SOLE   116,505 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5,922 62,682 SH   SOLE   62,682 0 0
MADDEN STEVEN LTD COM 556269108 920 21,384 SH   SOLE   21,384 0 0
MAGELLAN HEALTH INC COM NEW 559079207 1,539 19,664 SH   SOLE   19,664 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109 2,216 176,136 SH   SOLE   176,136 0 0
MANHATTAN ASSOCS INC COM 562750109 535 6,710 SH   SOLE   6,710 0 0
MANPOWERGROUP INC COM 56418H100 2,097 21,599 SH   SOLE   21,599 0 0
MARATHON PETE CORP COM 56585A102 35,885 595,600 SH   SOLE   595,600 0 0
MASONITE INTL CORP NEW COM 575385109 873 12,083 SH   SOLE   12,083 0 0
MASTEC INC COM 576323109 351 5,472 SH   SOLE   5,472 0 0
MASTERCARD INC CL A 57636Q104 1,091 3,653 SH   SOLE   3,653 0 0
MATADOR RES CO COM 576485205 17,852 993,436 SH   SOLE   993,436 0 0
MATCH GROUP INC COM 57665R106 3,521 42,881 SH   SOLE   42,881 0 0
MAXIM INTEGRATED PRODS INC COM 57772K101 3,270 53,161 SH   SOLE   53,161 0 0
MAXIMUS INC COM 577933104 3,222 43,310 SH   SOLE   43,310 0 0
MAXLINEAR INC COM 57776J100 962 45,320 SH   SOLE   45,320 0 0
MCDONALDS CORP COM 580135101 1,733 8,772 SH   SOLE   8,772 0 0
MCKESSON CORP COM 58155Q103 5,519 39,899 SH   SOLE   39,899 0 0
MDU RES GROUP INC COM 552690109 3,574 120,302 SH   SOLE   120,302 0 0
MEDNAX INC COM 58502B106 1,875 67,477 SH   SOLE   67,477 0 0
MEDTRONIC PLC SHS G5960L103 121,808 1,073,674 SH   SOLE   1,073,674 0 0
MEDTRONIC PLC SHS G5960L103 249,590 2,200,000 SH Call SOLE   2,200,000 0 0
MERCK & CO INC COM 58933Y105 36,079 396,687 SH   SOLE   396,687 0 0
MERCURY GENL CORP NEW COM 589400100 1,422 29,190 SH   SOLE   29,190 0 0
MEREDITH CORP COM 589433101 2,564 78,979 SH   SOLE   78,979 0 0
MERIT MED SYS INC COM 589889104 2,884 92,373 SH   SOLE   92,373 0 0
MERITOR INC COM 59001K100 2,470 94,304 SH   SOLE   94,304 0 0
MGE ENERGY INC COM 55277P104 1,082 13,724 SH   SOLE   13,724 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 1,771 16,913 SH   SOLE   16,913 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 82,938 792,000 SH Call SOLE   792,000 0 0
MICRON TECHNOLOGY INC COM 595112103 125,483 2,333,264 SH   SOLE   2,333,264 0 0
MICROSOFT CORP COM 594918104 558 3,537 SH   SOLE   3,537 0 0
MICROSTRATEGY INC CL A NEW 594972408 1,480 10,380 SH   SOLE   10,380 0 0
MIDDLEBY CORP COM 596278101 1,893 17,289 SH   SOLE   17,289 0 0
MILLER HERMAN INC COM 600544100 998 23,956 SH   SOLE   23,956 0 0
MIMECAST LTD ORD SHS G14838109 10,240 236,061 SH   SOLE   236,061 0 0
MINERALS TECHNOLOGIES INC COM 603158106 957 16,614 SH   SOLE   16,614 0 0
MIRATI THERAPEUTICS INC COM 60468T105 27,309 211,931 SH   SOLE   211,931 0 0
MOBILE MINI INC COM 60740F105 1,401 36,952 SH   SOLE   36,952 0 0
MOELIS & CO CL A 60786M105 1,680 52,630 SH   SOLE   52,630 0 0
MOLINA HEALTHCARE INC COM 60855R100 567 4,178 SH   SOLE   4,178 0 0
MOLSON COORS BREWING CO CL B 60871R209 1,175 21,807 SH   SOLE   21,807 0 0
MOMENTA PHARMACEUTICALS INC COM 60877T100 17,224 872,965 SH   SOLE   872,965 0 0
MONDELEZ INTL INC CL A 609207105 78,022 1,416,522 SH   SOLE   1,416,522 0 0
MONGODB INC CL A 60937P106 12,766 96,995 SH   SOLE   96,995 0 0
MONRO INC COM 610236101 3,178 40,641 SH   SOLE   40,641 0 0
MOOG INC CL A 615394202 1,251 14,659 SH   SOLE   14,659 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 47,394 294,119 SH   SOLE   294,119 0 0
MSA SAFETY INC COM 553498106 1,652 13,071 SH   SOLE   13,071 0 0
MSC INDL DIRECT INC CL A 553530106 4,654 59,311 SH   SOLE   59,311 0 0
MUELLER WTR PRODS INC COM SER A 624758108 1,072 89,461 SH   SOLE   89,461 0 0
MURPHY USA INC COM 626755102 2,862 24,458 SH   SOLE   24,458 0 0
NATERA INC COM 632307104 17,608 522,654 SH   SOLE   522,654 0 0
NATIONAL BEVERAGE CORP COM 635017106 2,647 51,890 SH   SOLE   51,890 0 0
NATIONAL FUEL GAS CO N J COM 636180101 4,316 92,731 SH   SOLE   92,731 0 0
NATIONAL INSTRS CORP COM 636518102 1,572 37,133 SH   SOLE   37,133 0 0
NATIONAL OILWELL VARCO INC COM 637071101 10,094 402,964 SH   SOLE   402,964 0 0
NAVIENT CORPORATION COM 63938C108 2,057 150,335 SH   SOLE   150,335 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,093 37,776 SH   SOLE   37,776 0 0
NCR CORP NEW COM 62886E108 4,468 127,069 SH   SOLE   127,069 0 0
NEOGEN CORP COM 640491106 1,134 17,378 SH   SOLE   17,378 0 0
NETAPP INC COM 64110D104 9,005 144,658 SH   SOLE   144,658 0 0
NEW JERSEY RES COM 646025106 2,654 59,536 SH   SOLE   59,536 0 0
NEW RELIC INC COM 64829B100 104,289 1,587,106 SH   SOLE   1,587,106 0 0
NEW YORK CMNTY BANCORP INC COM 649445103 2,085 173,464 SH   SOLE   173,464 0 0
NEW YORK TIMES CO CL A 650111107 9,244 287,334 SH   SOLE   287,334 0 0
NEWELL BRANDS INC COM 651229106 1,083 56,354 SH   SOLE   56,354 0 0
NEWMARK GROUP INC CL A 65158N102 1,072 79,675 SH   SOLE   79,675 0 0
NEWMARKET CORP COM 651587107 3,607 7,414 SH   SOLE   7,414 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 3,347 164,863 SH   SOLE   164,863 0 0
NIKE INC CL B 654106103 6,175 60,951 SH   SOLE   60,951 0 0
NORDSON CORP COM 655663102 1,114 6,844 SH   SOLE   6,844 0 0
NORTHERN TR CORP COM 665859104 287 2,706 SH   SOLE   2,706 0 0
NORTHROP GRUMMAN CORP COM 666807102 143,559 417,359 SH   SOLE   417,359 0 0
NORTHWEST NAT HLDG CO COM 66765N105 981 13,308 SH   SOLE   13,308 0 0
NORTHWESTERN CORP COM NEW 668074305 1,894 26,422 SH   SOLE   26,422 0 0
NORTONLIFELOCK INC COM 668771108 5,426 212,599 SH   SOLE   212,599 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 2,128 51,931 SH   SOLE   51,931 0 0
NUTANIX INC CL A 67059N108 3,459 110,661 SH   SOLE   110,661 0 0
NUVASIVE INC COM 670704105 3,456 44,685 SH   SOLE   44,685 0 0
NVIDIA CORP COM 67066G104 100,659 427,790 SH   SOLE   427,790 0 0
NVR INC COM 62944T105 2,510 659 SH   SOLE   659 0 0
NXP SEMICONDUCTORS N V COM N6596X109 169,178 1,329,388 SH   SOLE   1,329,388 0 0
OASIS PETE INC NEW COM 674215108 6,954 2,133,066 SH   SOLE   2,133,066 0 0
OCCIDENTAL PETE CORP COM 674599105 5,675 137,711 SH   SOLE   137,711 0 0
OGE ENERGY CORP COM 670837103 5,178 116,446 SH   SOLE   116,446 0 0
O-I GLASS INC COM 67098H104 2,570 215,424 SH   SOLE   215,424 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 23,542 124,047 SH   SOLE   124,047 0 0
OLD NATL BANCORP IND COM 680033107 1,458 79,720 SH   SOLE   79,720 0 0
OLD REP INTL CORP COM 680223104 921 41,167 SH   SOLE   41,167 0 0
OLIN CORP COM PAR $1 680665205 738 42,807 SH   SOLE   42,807 0 0
OMNICELL INC COM 68213N109 1,101 13,476 SH   SOLE   13,476 0 0
OSHKOSH CORP COM 688239201 889 9,392 SH   SOLE   9,392 0 0
OSI SYSTEMS INC COM 671044105 2,512 24,932 SH   SOLE   24,932 0 0
OWENS CORNING NEW COM 690742101 29,978 460,348 SH   SOLE   460,348 0 0
PACKAGING CORP AMER COM 695156109 5,420 48,398 SH   SOLE   48,398 0 0
PACWEST BANCORP DEL COM 695263103 1,660 43,380 SH   SOLE   43,380 0 0
PALO ALTO NETWORKS INC COM 697435105 153,354 663,152 SH   SOLE   663,152 0 0
PAPA JOHNS INTL INC COM 698813102 6,137 97,178 SH   SOLE   97,178 0 0
PARKER HANNIFIN CORP COM 701094104 97,829 475,311 SH   SOLE   475,311 0 0
PARSLEY ENERGY INC CL A 701877102 56,099 2,966,610 SH   SOLE   2,966,610 0 0
PATTERSON COMPANIES INC COM 703395103 2,943 143,712 SH   SOLE   143,712 0 0
PAYPAL HLDGS INC COM 70450Y103 27,407 253,373 SH   SOLE   253,373 0 0
PBF ENERGY INC CL A 69318G106 5,907 188,305 SH   SOLE   188,305 0 0
PENNYMAC FINL SVCS INC COM 70932M107 651 19,113 SH   SOLE   19,113 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103 2,035 40,529 SH   SOLE   40,529 0 0
PENTAIR PLC SHS G7S00T104 2,613 56,975 SH   SOLE   56,975 0 0
PENUMBRA INC COM 70975L107 1,028 6,257 SH   SOLE   6,257 0 0
PEPSICO INC COM 713448108 69,362 507,514 SH   SOLE   507,514 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 9,009 175,000 SH   SOLE   175,000 0 0
PERSPECTA INC COM 715347100 211 7,967 SH   SOLE   7,967 0 0
PHILIP MORRIS INTL INC COM 718172109 6,114 71,856 SH   SOLE   71,856 0 0
PHILLIPS 66 COM 718546104 26,022 233,570 SH   SOLE   233,570 0 0
PING IDENTITY HLDG CORP COM 72341T103 11,063 455,249 SH   SOLE   455,249 0 0
PINNACLE WEST CAP CORP COM 723484101 4,873 54,186 SH   SOLE   54,186 0 0
PIONEER NAT RES CO COM 723787107 65,932 435,566 SH   SOLE   435,566 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 32,224 1,700,464 SH   SOLE   1,700,464 0 0
PLANET FITNESS INC CL A 72703H101 16,484 220,735 SH   SOLE   220,735 0 0
PLEXUS CORP COM 729132100 1,240 16,110 SH   SOLE   16,110 0 0
PLURALSIGHT INC COM CL A 72941B106 3,858 224,186 SH   SOLE   224,186 0 0
POLARIS INC COM 731068102 1,558 15,324 SH   SOLE   15,324 0 0
POLYONE CORP COM 73179P106 1,169 31,783 SH   SOLE   31,783 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 1,975 35,408 SH   SOLE   35,408 0 0
POWER INTEGRATIONS INC COM 739276103 2,241 22,656 SH   SOLE   22,656 0 0
PPL CORP COM 69351T106 6,389 178,068 SH   SOLE   178,068 0 0
PRA GROUP INC COM 69354N106 1,097 30,230 SH   SOLE   30,230 0 0
PRICESMART INC COM 741511109 1,237 17,414 SH   SOLE   17,414 0 0
PRINCIPAL FINL GROUP INC COM 74251V102 2,199 39,975 SH   SOLE   39,975 0 0
PROASSURANCE CORP COM 74267C106 1,200 33,197 SH   SOLE   33,197 0 0
PROCTER & GAMBLE CO COM 742718109 93,271 746,764 SH   SOLE   746,764 0 0
PROGRESS SOFTWARE CORP COM 743312100 1,403 33,767 SH   SOLE   33,767 0 0
PROOFPOINT INC COM 743424103 36,142 314,881 SH   SOLE   314,881 0 0
PROSPERITY BANCSHARES INC COM 743606105 2,628 36,559 SH   SOLE   36,559 0 0
PTC INC COM 69370C100 2,219 29,632 SH   SOLE   29,632 0 0
PTC THERAPEUTICS INC COM 69366J200 12,112 252,177 SH   SOLE   252,177 0 0
QORVO INC COM 74736K101 37,380 321,602 SH   SOLE   321,602 0 0
QORVO INC COM 74736K101 47,771 411,000 SH Put SOLE   411,000 0 0
QUAKER CHEM CORP COM 747316107 2,019 12,271 SH   SOLE   12,271 0 0
QUIDEL CORP COM 74838J101 1,329 17,716 SH   SOLE   17,716 0 0
RALPH LAUREN CORP CL A 751212101 53,620 457,431 SH   SOLE   457,431 0 0
RAMBUS INC DEL COM 750917106 514 37,312 SH   SOLE   37,312 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 1,174 13,125 SH   SOLE   13,125 0 0
RAYTHEON CO COM NEW 755111507 7,463 33,963 SH   SOLE   33,963 0 0
REALPAGE INC COM 75606N109 586 10,899 SH   SOLE   10,899 0 0
REGAL BELOIT CORP COM 758750103 1,183 13,819 SH   SOLE   13,819 0 0
RENASANT CORP COM 75970E107 263 7,424 SH   SOLE   7,424 0 0
RENT A CTR INC NEW COM 76009N100 1,846 64,007 SH   SOLE   64,007 0 0
REXNORD CORP NEW COM 76169B102 1,019 31,237 SH   SOLE   31,237 0 0
RINGCENTRAL INC CL A 76680R206 27,230 161,441 SH   SOLE   161,441 0 0
RLI CORP COM 749607107 1,455 16,158 SH   SOLE   16,158 0 0
ROBERT HALF INTL INC COM 770323103 4,017 63,614 SH   SOLE   63,614 0 0
ROCKWELL AUTOMATION INC COM 773903109 45,094 222,500 SH Put SOLE   222,500 0 0
ROLLINS INC COM 775711104 3,101 93,519 SH   SOLE   93,519 0 0
ROYAL GOLD INC COM 780287108 2,331 19,065 SH   SOLE   19,065 0 0
RUSH ENTERPRISES INC CL A 781846209 995 21,388 SH   SOLE   21,388 0 0
RYDER SYS INC COM 783549108 1,050 19,326 SH   SOLE   19,326 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 10,833 125,000 SH   SOLE   125,000 0 0
S&P GLOBAL INC COM 78409V104 75,462 276,367 SH   SOLE   276,367 0 0
SABRE CORP COM 78573M104 3,654 162,825 SH   SOLE   162,825 0 0
SAGE THERAPEUTICS INC COM 78667J108 24,117 334,078 SH   SOLE   334,078 0 0
SALESFORCE COM INC COM 79466L302 222,809 1,369,949 SH   SOLE   1,369,949 0 0
SANDERSON FARMS INC COM 800013104 594 3,372 SH   SOLE   3,372 0 0
SANMINA CORPORATION COM 801056102 1,588 46,388 SH   SOLE   46,388 0 0
SAP SE SPON ADR 803054204 172,289 1,285,833 SH   SOLE   1,285,833 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 805 36,881 SH   SOLE   36,881 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 1,668 19,173 SH   SOLE   19,173 0 0
SCIENTIFIC GAMES CORP COM 80874P109 1,885 70,400 SH   SOLE   70,400 0 0
SEALED AIR CORP NEW COM 81211K100 5,024 126,143 SH   SOLE   126,143 0 0
SEAWORLD ENTMT INC COM 81282V100 3,490 110,060 SH   SOLE   110,060 0 0
SEI INVESTMENTS CO COM 784117103 936 14,292 SH   SOLE   14,292 0 0
SELECT MED HLDGS CORP COM 81619Q105 716 30,688 SH   SOLE   30,688 0 0
SELECTIVE INS GROUP INC COM 816300107 1,103 16,919 SH   SOLE   16,919 0 0
SEMPRA ENERGY COM 816851109 3,444 22,737 SH   SOLE   22,737 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 3,340 61,995 SH   SOLE   61,995 0 0
SENSIENT TECHNOLOGIES CORP COM 81725T100 1,890 28,598 SH   SOLE   28,598 0 0
SERVICE CORP INTL COM 817565104 3,418 74,266 SH   SOLE   74,266 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 1,077 7,883 SH   SOLE   7,883 0 0
SILGAN HOLDINGS INC COM 827048109 1,640 52,766 SH   SOLE   52,766 0 0
SIMPLY GOOD FOODS CO COM 82900L102 9,276 325,000 SH   SOLE   325,000 0 0
SIMPSON MANUFACTURING CO INC COM 829073105 2,127 26,509 SH   SOLE   26,509 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 3,017 66,891 SH   SOLE   66,891 0 0
SLM CORP COM 78442P106 3,744 420,215 SH   SOLE   420,215 0 0
SNAP INC CL A 83304A106 48,796 2,988,134 SH   SOLE   2,988,134 0 0
SNAP ON INC COM 833034101 4,718 27,849 SH   SOLE   27,849 0 0
SONOCO PRODS CO COM 835495102 3,609 58,475 SH   SOLE   58,475 0 0
SONOS INC COM 83570H108 1,755 112,382 SH   SOLE   112,382 0 0
SOUTH JERSEY INDS INC COM 838518108 1,871 56,726 SH   SOLE   56,726 0 0
SOUTH ST CORP COM 840441109 1,678 19,344 SH   SOLE   19,344 0 0
SOUTHERN CO COM 842587107 2,134 33,505 SH   SOLE   33,505 0 0
SOUTHWEST AIRLS CO COM 844741108 43,783 811,092 SH   SOLE   811,092 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 3,012 46,843 SH   SOLE   46,843 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4,357 59,783 SH   SOLE   59,783 0 0
SPROUT SOCIAL INC COM CL A 85209W109 3,371 210,000 SH   SOLE   210,000 0 0
SPROUTS FMRS MKT INC COM 85208M102 3,346 172,908 SH   SOLE   172,908 0 0
SPX FLOW INC COM 78469X107 1,004 20,552 SH   SOLE   20,552 0 0
SQUARE INC CL A 852234103 84,764 1,354,918 SH   SOLE   1,354,918 0 0
STANLEY BLACK & DECKER INC COM 854502101 87,352 527,041 SH   SOLE   527,041 0 0
STATE STR CORP COM 857477103 4,736 59,873 SH   SOLE   59,873 0 0
STEELCASE INC CL A 858155203 1,489 72,786 SH   SOLE   72,786 0 0
STEPAN CO COM 858586100 438 4,273 SH   SOLE   4,273 0 0
STERICYCLE INC COM 858912108 5,705 89,403 SH   SOLE   89,403 0 0
SUNPOWER CORP COM 867652406 96 12,360 SH   SOLE   12,360 0 0
SVMK INC COM 78489X103 2,317 129,663 SH   SOLE   129,663 0 0
SWITCH INC CL A 87105L104 1,641 110,704 SH   SOLE   110,704 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 36,039 620,294 SH   SOLE   620,294 0 0
TALLGRASS ENERGY LP CLASS A SHS 874696107 3,801 171,836 SH   SOLE   171,836 0 0
TAPESTRY INC COM 876030107 3,456 128,145 SH   SOLE   128,145 0 0
TARGA RES CORP COM 87612G101 68,474 1,677,060 SH   SOLE   1,677,060 0 0
TARGET CORP COM 87612E106 119,708 933,684 SH   SOLE   933,684 0 0
TCF FINANCIAL CORPORATION NE COM 872307103 30,321 647,878 SH   SOLE   647,878 0 0
TD AMERITRADE HLDG CORP COM 87236Y108 5,516 110,995 SH   SOLE   110,995 0 0
TEGNA INC COM 87901J105 3,256 195,059 SH   SOLE   195,059 0 0
TENABLE HLDGS INC COM 88025T102 1,211 50,531 SH   SOLE   50,531 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 3,828 100,659 SH   SOLE   100,659 0 0
TERADATA CORP DEL COM 88076W103 3,899 145,646 SH   SOLE   145,646 0 0
TEREX CORP NEW COM 880779103 3,305 110,994 SH   SOLE   110,994 0 0
TEXAS CAPITAL BANCSHARES INC COM 88224Q107 1,234 21,731 SH   SOLE   21,731 0 0
TEXAS PAC LD TR SUB CTF PROP I T 882610108 338 433 SH   SOLE   433 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 5,624 118,247 SH   SOLE   118,247 0 0
THOR INDS INC COM 885160101 2,470 33,246 SH   SOLE   33,246 0 0
TIFFANY & CO NEW COM 886547108 4,415 33,032 SH   SOLE   33,032 0 0
TIMKEN CO COM 887389104 1,946 34,554 SH   SOLE   34,554 0 0
TJX COS INC NEW COM 872540109 44,445 727,898 SH   SOLE   727,898 0 0
TOLL BROTHERS INC COM 889478103 21,102 534,082 SH   SOLE   534,082 0 0
TRAVELERS COMPANIES INC COM 89417E109 4,624 33,762 SH   SOLE   33,762 0 0
TREEHOUSE FOODS INC COM 89469A104 1,676 34,559 SH   SOLE   34,559 0 0
TRI POINTE GROUP INC COM 87265H109 1,619 103,925 SH   SOLE   103,925 0 0
TRINITY INDS INC COM 896522109 1,600 72,223 SH   SOLE   72,223 0 0
TRIP COM GROUP LTD ADS 89677Q107 20,552 612,751 SH   SOLE   612,751 0 0
TRIPADVISOR INC COM 896945201 5,755 189,448 SH   SOLE   189,448 0 0
TRUIST FINL CORP COM 89832Q109 36,100 640,976 SH   SOLE   640,976 0 0
TRUSTMARK CORP COM 898402102 1,063 30,793 SH   SOLE   30,793 0 0
U S PHYSICAL THERAPY INC COM 90337L108 228 1,998 SH   SOLE   1,998 0 0
UBER TECHNOLOGIES INC COM 90353T100 22,801 766,668 SH   SOLE   766,668 0 0
UGI CORP NEW COM 902681105 3,356 74,322 SH   SOLE   74,322 0 0
ULTA BEAUTY INC COM 90384S303 8,775 34,663 SH   SOLE   34,663 0 0
UMB FINL CORP COM 902788108 1,521 22,162 SH   SOLE   22,162 0 0
UMPQUA HLDGS CORP COM 904214103 1,671 94,433 SH   SOLE   94,433 0 0
UNDER ARMOUR INC CL A 904311107 2,972 137,614 SH   SOLE   137,614 0 0
UNION PACIFIC CORP COM 907818108 172,227 952,638 SH   SOLE   952,638 0 0
UNIQURE NV SHS N90064101 25,024 349,205 SH   SOLE   349,205 0 0
UNITED AIRLINES HLDGS INC COM 910047109 23,276 264,232 SH   SOLE   264,232 0 0
UNITED BANKSHARES INC WEST V COM 909907107 1,974 51,061 SH   SOLE   51,061 0 0
UNITED PARCEL SERVICE INC CL B 911312106 31,872 272,269 SH   SOLE   272,269 0 0
UNITED RENTALS INC COM 911363109 1,547 9,277 SH   SOLE   9,277 0 0
UNITED STATES STL CORP NEW COM 912909108 4,165 365,035 SH   SOLE   365,035 0 0
UNITED TECHNOLOGIES CORP COM 913017109 181,273 1,210,421 SH   SOLE   1,210,421 0 0
UNIVAR SOLUTIONS INC COM 91336L107 216 8,894 SH   SOLE   8,894 0 0
UNIVERSAL CORP VA COM 913456109 352 6,174 SH   SOLE   6,174 0 0
UNUM GROUP COM 91529Y106 1,680 57,618 SH   SOLE   57,618 0 0
UPWORK INC COM 91688F104 1,063 99,584 SH   SOLE   99,584 0 0
URBAN OUTFITTERS INC COM 917047102 14,420 519,267 SH   SOLE   519,267 0 0
US BANCORP DEL COM NEW 902973304 1,333 22,481 SH   SOLE   22,481 0 0
USANA HEALTH SCIENCES INC COM 90328M107 1,337 17,023 SH   SOLE   17,023 0 0
VALLEY NATL BANCORP COM 919794107 2,185 190,808 SH   SOLE   190,808 0 0
VALMONT INDS INC COM 920253101 2,257 15,070 SH   SOLE   15,070 0 0
VALVOLINE INC COM 92047W101 2,360 110,234 SH   SOLE   110,234 0 0
VARIAN MED SYS INC COM 92220P105 6,590 46,404 SH   SOLE   46,404 0 0
VECTOR GROUP LTD COM 92240M108 2,130 159,049 SH   SOLE   159,049 0 0
VERINT SYS INC COM 92343X100 3,105 56,082 SH   SOLE   56,082 0 0
VERRA MOBILITY CORP COM 92511U102 1,689 120,730 SH   SOLE   120,730 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 110,118 502,935 SH   SOLE   502,935 0 0
VIACOMCBS INC CL B 92556H206 45,999 1,096,000 SH Call SOLE   1,096,000 0 0
VIRTU FINL INC CL A 928254101 2,262 141,436 SH   SOLE   141,436 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 2,342 109,990 SH   SOLE   109,990 0 0
VISTEON CORP COM NEW 92839U206 2,017 23,291 SH   SOLE   23,291 0 0
VMWARE INC CL A COM 928563402 53,007 349,215 SH   SOLE   349,215 0 0
WASHINGTON FED INC COM 938824109 1,795 48,969 SH   SOLE   48,969 0 0
WATSCO INC COM 942622200 3,055 16,957 SH   SOLE   16,957 0 0
WD-40 CO COM 929236107 2,396 12,343 SH   SOLE   12,343 0 0
WEBSTER FINL CORP CONN COM 947890109 856 16,038 SH   SOLE   16,038 0 0
WEC ENERGY GROUP INC COM 92939U106 2,422 26,261 SH   SOLE   26,261 0 0
WELBILT INC COM 949090104 2,459 157,527 SH   SOLE   157,527 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 22,924 69,423 SH   SOLE   69,423 0 0
WENDYS CO COM 95058W100 1,018 45,842 SH   SOLE   45,842 0 0
WERNER ENTERPRISES INC COM 950755108 3,043 83,634 SH   SOLE   83,634 0 0
WESTERN ALLIANCE BANCORP COM 957638109 795 13,946 SH   SOLE   13,946 0 0
WESTLAKE CHEM CORP COM 960413102 2,382 33,962 SH   SOLE   33,962 0 0
WHITE MTNS INS GROUP LTD COM G9618E107 1,710 1,533 SH   SOLE   1,533 0 0
WILEY JOHN & SONS INC CL A 968223206 1,241 25,567 SH   SOLE   25,567 0 0
WOLVERINE WORLD WIDE INC COM 978097103 2,906 86,122 SH   SOLE   86,122 0 0
WRIGHT MED GROUP N V ORD SHS N96617118 4,627 151,819 SH   SOLE   151,819 0 0
WSFS FINL CORP COM 929328102 1,077 24,483 SH   SOLE   24,483 0 0
WW INTL INC COM 98262P101 1,492 39,060 SH   SOLE   39,060 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 4,728 91,476 SH   SOLE   91,476 0 0
WYNN RESORTS LTD COM 983134107 2,942 21,183 SH   SOLE   21,183 0 0
XILINX INC COM 983919101 615 6,295 SH   SOLE   6,295 0 0
XILINX INC COM 983919101 107,156 1,096,000 SH Call SOLE   1,096,000 0 0
YELP INC CL A 985817105 4,316 123,920 SH   SOLE   123,920 0 0
ZENDESK INC COM 98936J101 66,730 870,810 SH   SOLE   870,810 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 2,102 45,745 SH   SOLE   45,745 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 93,829 626,865 SH   SOLE   626,865 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 11,077 162,802 SH   SOLE   162,802 0 0
ZUORA INC COM CL A 98983V106 1,637 114,269 SH   SOLE   114,269 0 0
ZYNGA INC CL A 98986T108 351 57,330 SH   SOLE   57,330 0 0