iShares MSCI Saudi Arabia ETF ISHARES MSCI SAU 46434V423 66532 2302932 SH SOLE 2302932 0 0 VanEck Vectors Semiconductor E VANECK VECTORS S 92189F676 19157 219492 SH SOLE 219492 0 0 SPDR S&P Oil & Gas Exploration SPDR OIL&GAS EXP 78464A730 38076 1435218 SH SOLE 1435218 0 0 Materials Select Sector SPDR F SPDR-MATERIALS 81369Y100 19380 383616 SH SOLE 383616 0 0 SPDR S&P Insurance ETF SPDR S&P INSURAN 78464A789 1785 62924 SH SOLE 62924 0 0 SPDR Dow Jones REIT ETF SPDR DOW JONES R 78464A607 6396 74370 SH SOLE 74370 0 0 SPDR S&P Metals & Mining ETF SPDR S&P MET & M 78464A755 1092 41706 SH SOLE 41706 0 0 iShares Nasdaq Biotechnology E ISHARES NASDAQ B 464287556 16082 166769 SH SOLE 166769 0 0 Integrated Device Technology I INTEGRAT DEVICE 458118106 12574 259637 SH SOLE 259637 0 0 Energy Select Sector SPDR Fund SPDR-ENERGY SEL 81369Y506 21974 383148 SH SOLE 383148 0 0 Engility Holdings Inc ENGILITY HOLDING 29286C107 1372 48200 SH SOLE 48200 0 0 iShares U.S. Real Estate ETF ISHARES US REAL 464287739 4827 64415 SH SOLE 64415 0 0 Utilities Select Sector SPDR F SPDR-UTIL SELECT 81369Y886 10470 197850 SH SOLE 197850 0 0 Barnes & Noble Inc BARNES & NOBLE 067774109 634 89400 SH SOLE 89400 0 0 Sibanye Gold Ltd SIBANYE GOLD-ADR 825724206 1923 679400 SH SOLE 679400 0 0 BioScrip Inc BIOSCRIP INC 09069N108 503 140800 SH SOLE 140800 0 0 VanEck Vectors Junior Gold Min VANECK VECTORS J 92189F791 4457 147488 SH SOLE 147488 0 0 LiveXLive Media Inc LIVEXLIVE MEDIA 53839L208 263 53195 SH SOLE 53195 0 0 New Senior Investment Group In NEW SENIOR INVES 648691103 307 74400 SH SOLE 74400 0 0 Vectren Corp VECTREN CORP 92240G101 5219 72512 SH SOLE 72512 0 0 Dun & Bradstreet Corp/The DUN & BRADSTREET 26483E108 4587 32137 SH SOLE 32137 0 0 iShares MSCI Indonesia ETF ISHARES MSCI IND 46429B309 447 18000 SH SOLE 18000 0 0 Repligen Corp REPLIGEN CORP 759916109 1814 34400 SH SOLE 34400 0 0 KKR & Co Inc KKR & CO INC-A 48251W104 7712 392883 SH SOLE 392883 0 0 KeyW Holding Corp/The KEYW HOLDING COR 493723100 241 36000 SH SOLE 36000 0 0 Red Hat Inc RED HAT INC 756577102 22146 126090 SH SOLE 126090 0 0 Calyxt Inc CALYXT INC 13173L107 232 22400 SH SOLE 22400 0 0 Consumer Staples Select Sector SPDR-CONS STAPLE 81369Y308 6214 122363 SH SOLE 122363 0 0 USG Corp USG CORP 903293405 3571 83699 SH SOLE 83699 0 0 Industrial Select Sector SPDR SPDR-INDU SELECT 81369Y704 5739 89101 SH SOLE 89101 0 0 AK Steel Holding Corp AK STEEL HLDG 001547108 410 182200 SH SOLE 182200 0 0 iShares Russell 1000 ETF ISHARES RUSSELL 464287622 8164 58864 SH SOLE 58864 0 0 MarineMax Inc MARINEMAX INC 567908108 242 13200 SH SOLE 13200 0 0 iQIYI Inc IQIYI INC-ADR 46267X108 2231 150000 SH SOLE 150000 0 0 OFG Bancorp OFG BANCORP 67103X102 395 24000 SH SOLE 24000 0 0 Signet Jewelers Ltd SIGNET JEWELERS 000000nan 759 23900 SH SOLE 23900 0 0 ZTO Express Cayman Inc ZTO EXPRESS -ADR 98980A105 3799 240000 SH SOLE 240000 0 0 Matrix Service Co MATRIX SERVICE 576853105 221 12300 SH SOLE 12300 0 0 Lamb Weston Holdings Inc LAMB WESTON 513272104 4855 66000 SH SOLE 66000 0 0 Puma Biotechnology Inc PUMA BIOTECHNOLO 74587V107 309 15200 SH SOLE 15200 0 0 Twenty-First Century Fox Inc TWENTY-FIRST - 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