ASML HOLDING N V N Y REGISTRY SHS N07059210 1986 10000 SH SOLE 10000 0 0 BARCLAYS PLC ADR 06738E204 1064 90000 SH SOLE 90000 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 3098 80000 SH SOLE 80000 0 0 CABOT MICROELECTRONICS CORP COM 12709P103 1392 13000 SH SOLE 13000 0 0 CAL MAINE FOODS INC COM NEW 128030202 2050 46900 SH SOLE 46900 0 0 CENTENE CORP DEL COM 15135B101 14502 135700 SH SOLE 135700 0 0 CENTURYLINK INC COM 156700106 5994 364841 SH SOLE 364841 0 0 CHINA BIOLOGIC PRODS HLDGS I COM G21515104 1725 21301 SH SOLE 21301 0 0 CIGNA CORPORATION COM 125509109 7213 43000 SH SOLE 43000 0 0 COGNEX CORP COM 192422103 1560 30000 SH SOLE 30000 0 0 CONTROLADORA VUELA CIA DE AV SPON ADR RP 10 21240E105 1726 211800 SH SOLE 211800 0 0 CVS HEALTH CORP COM 126650100 4398 70704 SH SOLE 70704 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 11094 202410 SH SOLE 202410 0 0 DENTSPLY SIRONA INC COM 24906P109 6168 122606 SH SOLE 122606 0 0 ENTEGRIS INC COM 29362U104 2620 75291 SH SOLE 75291 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 6475 93726 SH SOLE 93726 0 0 FACEBOOK INC CL A 30303M102 2397 15000 SH SOLE 15000 0 0 FLOOR & DECOR HLDGS INC CL A 339750101 5311 101895 SH SOLE 101895 0 0 GENERAL ELECTRIC CO COM 369604103 2096 155500 SH SOLE 155500 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 5123 20340 SH SOLE 20340 0 0 HCA HEALTHCARE INC COM 40412C101 9697 99970 SH SOLE 99970 0 0 ISHARES TR NASDAQ BIOTECH 464287556 3736 35000 SH SOLE 35000 0 0 LAZARD LTD SHS A G54050102 4883 92911 SH SOLE 92911 0 0 MARTIN MARIETTA MATLS INC COM 573284106 2695 13000 SH SOLE 13000 0 0 MOHAWK INDS INC COM 608190104 9103 39200 SH SOLE 39200 0 0 MOLINA HEALTHCARE INC COM 60855R100 2297 28300 SH SOLE 28300 0 0 MONGODB INC CL A 60937P106 2864 66000 SH SOLE 66000 0 0 ROCKWELL AUTOMATION INC COM 773903109 1742 10000 SH SOLE 10000 0 0 RUSH ENTERPRISES INC CL A 781846209 4037 95000 SH SOLE 95000 0 0 SEALED AIR CORP NEW COM 81211K100 1712 40000 SH SOLE 40000 0 0 SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 3014 58160 SH SOLE 58160 0 0 SHERWIN WILLIAMS CO COM 824348106 2745 7000 SH SOLE 7000 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 3223 91500 SH SOLE 91500 0 0 STIFEL FINL CORP COM 860630102 3228 54500 SH SOLE 54500 0 0 SUMMIT MATLS INC CL A 86614U100 2937 97000 SH SOLE 97000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1548 7500 SH SOLE 7500 0 0 TOPBUILD CORP COM 89055F103 4137 54059 SH SOLE 54059 0 0 TRANSDIGM GROUP INC COM 893641100 28216 91926 SH SOLE 91926 0 0 UNITED CONTL HLDGS INC COM 910047109 16658 239783 SH SOLE 239783 0 0 VERSUM MATLS INC COM 92532W103 5693 151300 SH SOLE 151300 0 0 VULCAN MATLS CO COM 929160109 2569 22500 SH SOLE 22500 0 0 ZAYO GROUP HLDGS INC COM 98919V105 3689 108000 SH SOLE 108000 0 0