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 3,525 20,000 SH   SOLE 0 20,000 0 0
58 COM INC SPON ADR REP A 31680Q104 247 5,181 SH   SOLE 0 5,181 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 412 2,762 SH   SOLE 0 2,762 0 0
AECOM COM 00766T100 587 19,759 SH   SOLE 0 19,759 0 0
AERCAP HOLDINGS NV SHS N00985106 2,716 70,552 SH   SOLE 0 70,552 0 0
AETNA INC NEW COM 00817Y108 166 1,435 SH   SOLE 0 1,435 0 0
AIR PRODS & CHEMS INC COM 009158106 1,525 10,145 SH   SOLE 0 10,145 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 623 5,885 SH   SOLE 0 5,885 0 0
ALLERGAN PLC SHS G0177J108 663 2,878 SH   SOLE 0 2,878 0 0
ALPHABET INC CAP STK CL A 02079K305 2,156 2,681 SH   SOLE 0 2,681 0 0
ALPHABET INC CAP STK CL C 02079K107 8,749 11,256 SH   SOLE 0 11,256 0 0
AMAYA INC COM 02314M108 379 23,403 SH   SOLE 0 23,403 0 0
AMAZON COM INC COM 023135106 8,271 9,878 SH   SOLE 0 9,878 0 0
AMERCO COM 023586100 160 495 SH   SOLE 0 495 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 4,067 68,531 SH   SOLE 0 68,531 0 0
AMERICAN TOWER CORP NEW COM 03027X100 7,366 65,000 SH   SOLE 0 65,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105 257 3,178 SH   SOLE 0 3,178 0 0
ANADARKO PETE CORP COM 032511107 715 11,280 SH   SOLE 0 11,280 0 0
ANNALY CAP MGMT INC COM 035710409 733 69,763 SH   SOLE 0 69,763 0 0
ANTERO RES CORP COM 03674X106 439 16,286 SH   SOLE 0 16,286 0 0
AON PLC SHS CL A G0408V102 2,935 26,095 SH   SOLE 0 26,095 0 0
APPLE INC COM 037833100 4,879 43,154 SH   SOLE 0 43,154 0 0
ARAMARK COM 03852U106 2,368 62,259 SH   SOLE 0 62,259 0 0
ARRIS INTL INC SHS G0551A103 319 11,248 SH   SOLE 0 11,248 0 0
ASPEN TECHNOLOGY INC COM 045327103 2,228 47,618 SH   SOLE 0 47,618 0 0
ATLANTICA YIELD PLC SHS G0751N103 333 17,521 SH   SOLE 0 17,521 0 0
AUTODESK INC COM 052769106 413 5,708 SH   SOLE 0 5,708 0 0
AVANGRID INC COM 05351W103 877 20,985 SH   SOLE 0 20,985 0 0
BAKER HUGHES INC COM 057224107 3,785 75,000 SH   SOLE 0 75,000 0 0
BIOGEN INC COM 09062X103 1,415 4,521 SH   SOLE 0 4,521 0 0
BROADCOM LTD SHS Y09827109 2,644 15,328 SH   SOLE 0 15,328 0 0
CABOT OIL & GAS CORP COM 127097103 1,376 53,351 SH   SOLE 0 53,351 0 0
CALPINE CORP COM NEW 131347304 784 62,047 SH   SOLE 0 62,047 0 0
CANADIAN PAC RY LTD COM 13645T100 215 1,411 SH   SOLE 0 1,411 0 0
CARMAX INC COM 143130102 3,529 66,154 SH   SOLE 0 66,154 0 0
CENTENE CORP DEL COM 15135B101 50 741 SH   SOLE 0 741 0 0
CHEMOURS CO COM 163851108 1,600 99,974 SH   SOLE 0 99,974 0 0
CHENIERE ENERGY INC COM NEW 16411R208 3,210 73,614 SH   SOLE 0 73,614 0 0
CHESAPEAKE ENERGY CORP COM 165167107 89 14,249 SH   SOLE 0 14,249 0 0
CHINA MOBILE LIMITED SPONSORED ADR 16941M109 7,075 115,000 SH   SOLE 0 115,000 0 0
CIGNA CORPORATION COM 125509109 454 3,484 SH   SOLE 0 3,484 0 0
CITIGROUP INC COM NEW 172967424 6,140 130,000 SH   SOLE 0 130,000 0 0
CLOUD PEAK ENERGY INC COM 18911Q102 14 2,522 SH   SOLE 0 2,522 0 0
CNX COAL RES LP COM UNIT RP LP 12592V100 547 35,275 SH   SOLE 0 35,275 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108 172 14,943 SH   SOLE 0 14,943 0 0
CONSOL ENERGY INC COM 20854P109 2,668 138,970 SH   SOLE 0 138,970 0 0
CONSTELLATION BRANDS INC CL A 21036P108 7,175 43,096 SH   SOLE 0 43,096 0 0
CREDIT ACCEP CORP MICH COM 225310101 7,275 36,182 SH   SOLE 0 36,182 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 446 9,584 SH   SOLE 0 9,584 0 0
DAVITA INC COM 23918K108 440 6,666 SH   SOLE 0 6,666 0 0
DEERE & CO COM 244199105 5,121 60,000 SH   SOLE 0 60,000 0 0
DILLARDS INC CL A 254067101 763 12,106 SH   SOLE 0 12,106 0 0
DISNEY WALT CO COM DISNEY 254687106 6,965 75,000 SH   SOLE 0 75,000 0 0
DORIAN LPG LTD SHS USD Y2106R110 346 57,698 SH   SOLE 0 57,698 0 0
DSW INC CL A 23334L102 540 26,347 SH   SOLE 0 26,347 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 224 21,355 SH   SOLE 0 21,355 0 0
DYNEGY INC NEW DEL COM 26817R108 161 12,990 SH   SOLE 0 12,990 0 0
ECHOSTAR CORP CL A 278768106 469 10,706 SH   SOLE 0 10,706 0 0
ECLIPSE RES CORP COM 27890G100 34 10,453 SH   SOLE 0 10,453 0 0
EDITAS MEDICINE INC COM 28106W103 34 2,557 SH   SOLE 0 2,557 0 0
ENCANA CORP COM 292505104 1,259 120,206 SH   SOLE 0 120,206 0 0
ENVISION HEALTHCARE HLDGS IN COM 29413U103 254 11,420 SH   SOLE 0 11,420 0 0
EQT CORP COM 26884L109 1,029 14,172 SH   SOLE 0 14,172 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 2,008 28,475 SH   SOLE 0 28,475 0 0
F M C CORP COM NEW 302491303 209 4,319 SH   SOLE 0 4,319 0 0
FACEBOOK INC CL A 30303M102 3,843 29,961 SH   SOLE 0 29,961 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 6,081 35,000 SH   SOLE 0 35,000 0 0
GENERAL DYNAMICS CORP COM 369550108 2,695 17,366 SH   SOLE 0 17,366 0 0
GENERAL MTRS CO COM 37045V100 3,431 107,990 SH   SOLE 0 107,990 0 0
GILEAD SCIENCES INC COM 375558103 3,956 50,000 SH   SOLE 0 50,000 0 0
GREEN BRICK PARTNERS INC COM 392709101 1,230 148,932 SH   SOLE 0 148,932 0 0
GULFPORT ENERGY CORP COM NEW 402635304 380 13,451 SH   SOLE 0 13,451 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 166 1,247 SH   SOLE 0 1,247 0 0
HARTFORD FINL SVCS GROUP INC COM 416515104 216 5,049 SH   SOLE 0 5,049 0 0
HCA HOLDINGS INC COM 40412C101 124 1,633 SH   SOLE 0 1,633 0 0
HDFC BANK LTD ADR REPS 3 SHS 40415F101 3,665 50,979 SH   SOLE 0 50,979 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 177 4,405 SH   SOLE 0 4,405 0 0
HOME DEPOT INC COM 437076102 6,748 52,438 SH   SOLE 0 52,438 0 0
HUMANA INC COM 444859102 648 3,662 SH   SOLE 0 3,662 0 0
IAC INTERACTIVECORP COM 44919P508 406 6,506 SH   SOLE 0 6,506 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 452 1,678 SH   SOLE 0 1,678 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 112 920 SH   SOLE 0 920 0 0
JD COM INC SPON ADR CL A 47215P106 863 33,089 SH   SOLE 0 33,089 0 0
JOHNSON CTLS INTL PLC SHS G51502105 235 5,047 SH   SOLE 0 5,047 0 0
KITE PHARMA INC COM 49803L109 207 3,700 SH   SOLE 0 3,700 0 0
L BRANDS INC COM 501797104 7,246 102,388 SH   SOLE 0 102,388 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 61 938 SH   SOLE 0 938 0 0
LIBERTY GLOBAL PLC LILAC SHS CL A G5480U138 27 965 SH   SOLE 0 965 0 0
LIBERTY GLOBAL PLC LILAC SHS CL C G5480U153 72 2,574 SH   SOLE 0 2,574 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 265 7,750 SH   SOLE 0 7,750 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 681 20,614 SH   SOLE 0 20,614 0 0
LIBERTY MEDIA CORP DELAWARE COM A MEDIA GRP 531229870 113 3,942 SH   SOLE 0 3,942 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 551 16,218 SH   SOLE 0 16,218 0 0
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 31 1,765 SH   SOLE 0 1,765 0 0
LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 328 11,663 SH   SOLE 0 11,663 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 1,826 54,646 SH   SOLE 0 54,646 0 0
LILLY ELI & CO COM 532457108 1,126 14,027 SH   SOLE 0 14,027 0 0
LOWES COS INC COM 548661107 3,255 45,072 SH   SOLE 0 45,072 0 0
MANITOWOC FOODSERVICE INC COM 563568104 1,570 96,768 SH   SOLE 0 96,768 0 0
MANITOWOC INC COM 563571108 258 53,855 SH   SOLE 0 53,855 0 0
MARSH & MCLENNAN COS INC COM 571748102 256 3,807 SH   SOLE 0 3,807 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,049 69,265 SH   SOLE 0 69,265 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,408 30,092 SH   SOLE 0 30,092 0 0
MICROSOFT CORP COM 594918104 9,986 173,371 SH   SOLE 0 173,371 0 0
MORGAN STANLEY COM NEW 617446448 6,091 190,000 SH   SOLE 0 190,000 0 0
MYLAN N V SHS EURO N59465109 1,155 30,295 SH   SOLE 0 30,295 0 0
NETFLIX INC COM 64110L106 925 9,384 SH   SOLE 0 9,384 0 0
NEWELL BRANDS INC COM 651229106 767 14,567 SH   SOLE 0 14,567 0 0
NRG ENERGY INC COM NEW 629377508 56 5,003 SH   SOLE 0 5,003 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 3,835 13,690 SH   SOLE 0 13,690 0 0
OLIN CORP COM PAR $1 680665205 522 25,424 SH   SOLE 0 25,424 0 0
PERRIGO CO PLC SHS G97822103 291 3,147 SH   SOLE 0 3,147 0 0
PIONEER NAT RES CO COM 723787107 4,950 26,662 SH   SOLE 0 26,662 0 0
PRICELINE GRP INC COM NEW 741503403 7,069 4,804 SH   SOLE 0 4,804 0 0
PVH CORP COM 693656100 427 3,863 SH   SOLE 0 3,863 0 0
QUORUM HEALTH CORP COM 74909E106 105 16,682 SH   SOLE 0 16,682 0 0
RANGE RES CORP COM 75281A109 542 13,997 SH   SOLE 0 13,997 0 0
RENAISSANCERE HOLDINGS LTD COM G7496G103 2,377 19,779 SH   SOLE 0 19,779 0 0
RICE ENERGY INC COM 762760106 1,192 45,657 SH   SOLE 0 45,657 0 0
RITE AID CORP COM 767754104 475 61,749 SH   SOLE 0 61,749 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 90 7,379 SH   SOLE 0 7,379 0 0
SCHLUMBERGER LTD COM 806857108 2,359 30,000 SH   SOLE 0 30,000 0 0
SEALED AIR CORP NEW COM 81211K100 222 4,846 SH   SOLE 0 4,846 0 0
SHIRE PLC SPONSORED ADR 82481R106 334 1,724 SH   SOLE 0 1,724 0 0
SIGNET JEWELERS LIMITED SHS G81276100 8,569 114,970 SH   SOLE 0 114,970 0 0
SILVER RUN ACQUISITION CORP CL A 82811P101 217 13,756 SH   SOLE 0 13,756 0 0
SONY CORP ADR NEW 835699307 7,472 225,000 SH   SOLE 0 225,000 0 0
SOUTHWESTERN ENERGY CO COM 845467109 786 56,828 SH   SOLE 0 56,828 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 84,357 390,000 SH   SOLE 0 390,000 0 0
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 3,341 75,000 SH   SOLE 0 75,000 0 0
STATE NATL COS INC COM 85711T305 55 4,960 SH   SOLE 0 4,960 0 0
T MOBILE US INC COM 872590104 928 19,854 SH   SOLE 0 19,854 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 8,412 275,000 SH   SOLE 0 275,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 1,096 24,307 SH   SOLE 0 24,307 0 0
TERRAFORM GLOBAL INC CL A 88104M101 50 12,199 SH   SOLE 0 12,199 0 0
TERRAFORM PWR INC CL A COM 88104R100 156 11,195 SH   SOLE 0 11,195 0 0
TEVA PHARMACEUTICAL INDS LTD ADR 881624209 1,899 41,281 SH   SOLE 0 41,281 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 6,362 40,000 SH   SOLE 0 40,000 0 0
TIME WARNER INC COM NEW 887317303 2,367 29,734 SH   SOLE 0 29,734 0 0
TRI POINTE GROUP INC COM 87265H109 374 28,412 SH   SOLE 0 28,412 0 0
TWENTY FIRST CENTY FOX INC CL A 90130A101 1,758 72,574 SH   SOLE 0 72,574 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 1,223 46,288 SH   SOLE 0 46,288 0 0
VISA INC COM CL A 92826C839 13,235 160,033 SH   SOLE 0 160,033 0 0
VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 18 631 SH   SOLE 0 631 0 0
VOYA FINL INC COM 929089100 882 30,590 SH   SOLE 0 30,590 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,411 29,902 SH   SOLE 0 29,902 0 0
WEBMD HEALTH CORP COM 94770V102 1,845 37,125 SH   SOLE 0 37,125 0 0
WESTERN DIGITAL CORP COM 958102105 243 4,161 SH   SOLE 0 4,161 0 0
YAHOO INC COM 984332106 1,208 28,038 SH   SOLE 0 28,038 0 0
YELP INC CL A 985817105 757 18,150 SH   SOLE 0 18,150 0 0
ZOETIS INC CL A 98978V103 4,046 77,785 SH   SOLE 0 77,785 0 0