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
3M CO COM 88579Y101 3,502 20,000 SH   SOLE 0 20,000 0 0
58 COM INC SPON ADR REP A 31680Q104 201 4,370 SH   SOLE 0 4,370 0 0
AECOM COM 00766T100 628 19,780 SH   SOLE 0 19,780 0 0
AERCAP HOLDINGS NV SHS N00985106 1,858 55,317 SH   SOLE 0 55,317 0 0
AETNA INC NEW COM 00817Y108 719 5,885 SH   SOLE 0 5,885 0 0
AIR PRODS & CHEMS INC COM 009158106 1,496 10,534 SH   SOLE 0 10,534 0 0
AKORN INC COM 009728106 84 2,951 SH   SOLE 0 2,951 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 167 2,099 SH   SOLE 0 2,099 0 0
ALLERGAN PLC SHS G0177J108 2,335 10,106 SH   SOLE 0 7,411 0 0
ALPHABET INC CAP STK CL A 02079K305 2,178 3,096 SH   SOLE 0 3,096 0 0
ALPHABET INC CAP STK CL C 02079K107 8,026 11,597 SH   SOLE 0 10,000 0 0
AMAZON COM INC COM 023135106 10,906 15,240 SH   SOLE 0 10,000 0 0
AMERICAN CAPITAL AGENCY CORP COM 02503X105 591 29,841 SH   SOLE 0 29,841 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 3,587 67,826 SH   SOLE 0 67,826 0 0
AMERICAN TOWER CORP NEW COM 03027X100 7,385 65,000 SH   SOLE 0 65,000 0 0
ANADARKO PETE CORP COM 032511107 68 1,276 SH   SOLE 0 1,276 0 0
ANTHEM INC COM 036752103 972 7,404 SH   SOLE 0 7,404 0 0
AON PLC SHS CL A G0408V102 4,299 39,355 SH   SOLE 0 38,486 0 0
APPLE INC COM 037833100 4,869 50,935 SH   SOLE 0 50,935 0 0
ARAMARK COM 03852U106 1,974 59,070 SH   SOLE 0 59,070 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,466 61,271 SH   SOLE 0 61,271 0 0
ATLANTICA YIELD PLC SHS G0751N103 306 16,496 SH   SOLE 0 16,496 0 0
AUTODESK INC COM 052769106 113 2,091 SH   SOLE 0 2,091 0 0
AVANGRID INC COM 05351W103 1,003 21,773 SH   SOLE 0 21,773 0 0
BAKER HUGHES INC COM 057224107 3,385 75,000 SH   SOLE 0 75,000 0 0
BAXTER INTL INC COM 071813109 334 7,389 SH   SOLE 0 7,389 0 0
BIOGEN INC COM 09062X103 85 350 SH   SOLE 0 350 0 0
BROADCOM LTD SHS Y09827109 2,323 14,950 SH   SOLE 0 14,950 0 0
CABOT OIL & GAS CORP COM 127097103 1,415 54,972 SH   SOLE 0 54,972 0 0
CALPINE CORP COM NEW 131347304 234 15,842 SH   SOLE 0 15,842 0 0
CANADIAN PAC RY LTD COM 13645T100 445 3,452 SH   SOLE 0 3,452 0 0
CARMAX INC COM 143130102 5,392 109,969 SH   SOLE 0 109,969 0 0
CHEMOURS CO COM 163851108 441 53,485 SH   SOLE 0 53,485 0 0
CHENIERE ENERGY INC COM NEW 16411R208 1,917 51,056 SH   SOLE 0 48,831 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 6,659 115,000 SH   SOLE 0 115,000 0 0
CHUBB LIMITED COM H1467J104 198 1,512 SH   SOLE 0 1,512 0 0
CIGNA CORPORATION COM 125509109 425 3,317 SH   SOLE 0 2,704 0 0
CITIGROUP INC COM NEW 172967424 5,511 130,000 SH   SOLE 0 130,000 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 328 35,401 SH   SOLE 0 35,401 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 97 8,088 SH   SOLE 0 8,088 0 0
CONSOL ENERGY INC COM 20854P109 2,836 176,250 SH   SOLE 0 176,250 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,122 43,061 SH   SOLE 0 41,777 0 0
CREDIT ACCEP CORP MICH COM 225310101 7,715 41,685 SH   SOLE 0 41,685 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 83 817 SH   SOLE 0 817 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 396 9,610 SH   SOLE 0 9,610 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 204 2,640 SH   SOLE 0 2,640 0 0
DEXCOM INC COM 252131107 59 738 SH   SOLE 0 738 0 0
DILLARDS INC CL A 254067101 592 9,768 SH   SOLE 0 9,768 0 0
DISNEY WALT CO COM DISNEY 254687106 7,337 75,000 SH   SOLE 0 75,000 0 0
DORIAN LPG LTD SHS USD Y2106R110 381 54,057 SH   SOLE 0 54,057 0 0
DSW INC CL A 23334L102 461 21,774 SH   SOLE 0 21,774 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 311 21,355 SH   SOLE 0 21,355 0 0
DYNEGY INC NEW DEL COM 26817R108 10 563 SH   SOLE 0 563 0 0
E M C CORP MASS COM 268648102 412 15,155 SH   SOLE 0 15,155 0 0
ECHOSTAR CORP CL A 278768106 443 11,166 SH   SOLE 0 11,166 0 0
ECLIPSE RES CORP COM 27890G100 1 402 SH   SOLE 0 402 0 0
EDITAS MEDICINE INC COM 28106W103 77 3,145 SH   SOLE 0 3,145 0 0
ENCANA CORP COM 292505104 928 119,139 SH   SOLE 0 119,139 0 0
ENDO INTL PLC SHS G30401106 104 6,658 SH   SOLE 0 6,658 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 197 7,748 SH   SOLE 0 7,748 0 0
EQT CORP COM 26884L109 565 7,294 SH   SOLE 0 7,294 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,039 26,904 SH   SOLE 0 26,904 0 0
FACEBOOK INC CL A 30303M102 3,501 30,634 SH   SOLE 0 30,634 0 0
FISERV INC COM 337738108 337 3,100 SH   SOLE 0 3,100 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 5,010 35,000 SH   SOLE 0 35,000 0 0
GENERAL DYNAMICS CORP COM 369550108 2,921 20,980 SH   SOLE 0 20,980 0 0
GENERAL MTRS CO COM 37045V100 2,669 94,320 SH   SOLE 0 94,320 0 0
GILEAD SCIENCES INC COM 375558103 4,171 50,000 SH   SOLE 0 50,000 0 0
GLOBALSTAR INC COM 378973408 82 67,621 SH   SOLE 0 67,621 0 0
GREEN BRICK PARTNERS INC COM 392709101 1,018 140,056 SH   SOLE 0 140,056 0 0
GULFPORT ENERGY CORP COM NEW 402635304 525 16,795 SH   SOLE 0 16,795 0 0
HATTERAS FINL CORP COM 41902R103 613 37,369 SH   SOLE 0 37,369 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 4,304 64,872 SH   SOLE 0 64,872 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A104 45 1,997 SH   SOLE 0 1,997 0 0
HOME DEPOT INC COM 437076102 7,264 56,891 SH   SOLE 0 56,132 0 0
HUMANA INC COM 444859102 772 4,291 SH   SOLE 0 2,401 0 0
IAC INTERACTIVECORP COM 44919P508 402 7,139 SH   SOLE 0 7,139 0 0
IMS HEALTH HLDGS INC COM 44970B109 1,568 61,840 SH   SOLE 0 61,840 0 0
INGRAM MICRO INC CL A 457153104 227 6,515 SH   SOLE 0 6,515 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 3,775 106,649 SH   SOLE 0 106,649 0 0
JD COM INC SPON ADR CL A 47215P106 471 22,169 SH   SOLE 0 22,169 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 38 427 SH   SOLE 0 427 0 0
KITE PHARMA INC COM 49803L109 172 3,431 SH   SOLE 0 3,431 0 0
L BRANDS INC COM 501797104 3,149 46,905 SH   SOLE 0 46,905 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 134 1,029 SH   SOLE 0 1,029 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 61 916 SH   SOLE 0 916 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 31 952 SH   SOLE 0 952 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 82 2,528 SH   SOLE 0 2,528 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 222 7,630 SH   SOLE 0 7,630 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 580 20,261 SH   SOLE 0 20,261 0 0
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 531229706 45 2,963 SH   SOLE 0 2,963 0 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 23 1,191 SH   SOLE 0 1,191 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 380 12,110 SH   SOLE 0 12,110 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 145 9,872 SH   SOLE 0 9,872 0 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 75 3,967 SH   SOLE 0 3,967 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 1,206 39,078 SH   SOLE 0 39,078 0 0
LILLY ELI & CO COM 532457108 1,430 18,156 SH   SOLE 0 18,156 0 0
LOWES COS INC COM 548661107 4,597 58,062 SH   SOLE 0 58,062 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 34 454 SH   SOLE 0 454 0 0
MACYS INC COM 55616P104 1,472 43,795 SH   SOLE 0 43,795 0 0
MANITOWOC FOODSERVICE INC COM 563568104 1,600 90,781 SH   SOLE 0 90,781 0 0
MANITOWOC INC COM 563571108 495 90,761 SH   SOLE 0 90,761 0 0
MARSH & MCLENNAN COS INC COM 571748102 216 3,160 SH   SOLE 0 3,160 0 0
MASTERCARD INC CL A 57636Q104 5,546 62,976 SH   SOLE 0 60,000 0 0
MEDIVATION INC COM 58501N101 64 1,069 SH   SOLE 0 1,069 0 0
METLIFE INC COM 59156R108 155 3,900 SH   SOLE 0 3,900 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 2,056 41,553 SH   SOLE 0 41,553 0 0
MICROSOFT CORP COM 594918104 10,108 197,528 SH   SOLE 0 145,000 0 0
MORGAN STANLEY COM NEW 617446448 4,936 190,000 SH   SOLE 0 190,000 0 0
MYLAN N V SHS EURO N59465109 763 17,647 SH   SOLE 0 17,647 0 0
NETFLIX INC COM 64110L106 1,098 12,006 SH   SOLE 0 12,006 0 0
NEWELL BRANDS INC COM 651229106 476 9,798 SH   SOLE 0 9,798 0 0
OIL STS INTL INC COM 678026105 177 5,381 SH   SOLE 0 5,381 0 0
OLIN CORP COM PAR $1 680665205 178 7,178 SH   SOLE 0 7,178 0 0
PFIZER INC COM 717081103 61 1,724 SH   SOLE 0 1,724 0 0
PIONEER NAT RES CO COM 723787107 2,174 14,378 SH   SOLE 0 10,497 0 0
PRICELINE GRP INC COM NEW 741503403 5,864 4,697 SH   SOLE 0 4,500 0 0
PROGRESSIVE CORP OHIO COM 743315103 81 2,421 SH   SOLE 0 2,421 0 0
PRUDENTIAL FINL INC COM 744320102 242 3,399 SH   SOLE 0 3,399 0 0
PVH CORP COM 693656100 355 3,767 SH   SOLE 0 3,767 0 0
RANGE RES CORP COM 75281A109 580 13,442 SH   SOLE 0 13,442 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,786 23,722 SH   SOLE 0 23,722 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 58 5,582 SH   SOLE 0 5,582 0 0
SCHLUMBERGER LTD COM 806857108 2,372 30,000 SH   SOLE 0 30,000 0 0
SCORPIO BULKERS INC COM Y7546A122 37 13,294 SH   SOLE 0 13,294 0 0
SEALED AIR CORP NEW COM 81211K100 33 723 SH   SOLE 0 723 0 0
SHERWIN WILLIAMS CO COM 824348106 896 3,052 SH   SOLE 0 3,052 0 0
SHIRE PLC SPONSORED ADR 82481R106 37 199 SH   SOLE 0 199 0 0
SIGNET JEWELERS LIMITED SHS G81276100 3,929 47,672 SH   SOLE 0 47,672 0 0
SILVER RUN ACQUISITION CORP UNIT 99/99/9999T 82811P200 111 11,095 SH   SOLE 0 11,095 0 0
SIRIUS XM HLDGS INC COM 82968B103 102 25,731 SH   SOLE 0 25,731 0 0
SONY CORP ADR NEW 835699307 7,631 260,000 SH   SOLE 0 260,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 697 55,402 SH   SOLE 0 55,402 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 12,569 60,000 SH   SOLE 0 60,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 3,225 75,000 SH   SOLE 0 75,000 0 0
STATE NATL COS INC COM 85711T305 108 10,285 SH   SOLE 0 10,285 0 0
SUNEDISON INC COM 86732Y109 16 111,811 SH   SOLE 0 111,811 0 0
T MOBILE US INC COM 872590104 175 4,046 SH   SOLE 0 4,046 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 7,213 275,000 SH   SOLE 0 275,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 928 24,464 SH   SOLE 0 17,809 0 0
TEMPUR SEALY INTL INC COM 88023U101 560 10,123 SH   SOLE 0 10,123 0 0
TERRAFORM GLOBAL INC CL A 88104M101 40 12,194 SH   SOLE 0 12,194 0 0
TERRAFORM PWR INC CL A COM 88104R100 187 17,147 SH   SOLE 0 17,147 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 2,484 49,462 SH   SOLE 0 49,462 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,910 40,000 SH   SOLE 0 40,000 0 0
TIME WARNER INC COM NEW 887317303 2,601 35,365 SH   SOLE 0 35,365 0 0
TRANSDIGM GROUP INC COM 893641100 437 1,658 SH   SOLE 0 1,658 0 0
TRI POINTE GROUP INC COM 87265H109 339 28,695 SH   SOLE 0 28,695 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,875 69,325 SH   SOLE 0 40,084 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 87 652 SH   SOLE 0 652 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,349 48,699 SH   SOLE 0 48,699 0 0
VISA INC COM CL A 92826C839 13,294 179,240 SH   SOLE 0 96,506 0 0
VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 190 6,155 SH   SOLE 0 6,155 0 0
VOYA FINL INC COM 929089100 661 26,714 SH   SOLE 0 26,714 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,787 33,475 SH   SOLE 0 23,768 0 0
WEBMD HEALTH CORP COM 94770V102 2,011 34,608 SH   SOLE 0 34,608 0 0
WESTERN DIGITAL CORP COM 958102105 2,516 53,241 SH   SOLE 0 53,240 0 0
WILLIAMS COS INC DEL COM 969457100 17 807 SH   SOLE 0 807 0 0
YAHOO INC COM 984332106 1,015 27,028 SH   SOLE 0 27,028 0 0
YELP INC CL A 985817105 602 19,838 SH   SOLE 0 19,838 0 0
ZOETIS INC CL A 98978V103 3,847 81,056 SH   SOLE 0 81,056 0 0