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
Expires:Oct 31, 2018
Estimated average burden
hours per response:23.8

COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AFLAC INCCOM0010551023,28275,000SH SOLE 75,00000
AT&T INCCOM00206R10270119,670SH SOLE 19,67000
ABBVIE INCCOM00287Y1098709,189SH SOLE 9,18900
ABIOMED INCCOM0036541008672,979SH SOLE 2,97900
ACTIVISION BLIZZARD INCCOM00507V1094,04860,000SH SOLE 60,00000
ADOBE SYS INCCOM00724F1011,0794,993SH SOLE 4,99300
ADVANCE AUTO PARTS INCCOM00751Y1063,55730,000SHCallSOLE 30,00000
ADVANCE AUTO PARTS INCCOM00751Y1066,22452,500SH SOLE 52,50000
AETNA INC NEWCOM00817Y1081,4448,546SH SOLE 8,54600
ALARM COM HLDGS INCCOM0116421052516,662SH SOLE 6,66200
ALASKA AIR GROUP INCCOM0116591094,64775,000SHCallSOLE 75,00000
ALCOA CORPCOM0138721065,620125,000SH SOLE 125,00000
ALIGN TECHNOLOGY INCCOM0162551018533,397SH SOLE 3,39700
ALLISON TRANSMISSION HLDGS ICOM01973R10148912,518SH SOLE 12,51800
ALPHABET INCCAP STK CL A02079K3055,1865,000SHCallSOLE 5,00000
ALPHABET INCCAP STK CL A02079K30521,98721,200SH SOLE 21,20000
AMAZON COM INCCOM0231351066,3684,400SH SOLE 4,40000
AMERICAN AXLE & MFG HLDGS INCOM0240611031,522100,000SHCallSOLE 100,00000
AMERICAN AXLE & MFG HLDGS INCOM0240611038,371550,000SH SOLE 550,00000
AMERICAN EXPRESS COCOM0258161091,26913,599SH SOLE 13,59900
AMERICAN INTL GROUP INCCOM NEW0268747841,48027,193SH SOLE 27,19300
AMGEN INCCOM0311621004842,841SH SOLE 2,84100
ANADARKO PETE CORPCOM0325111077,796129,050SH SOLE 129,05000
ANHEUSER BUSCH INBEV SA/NVSPONSORED ADR03524A1082752,500SH SOLE 2,50000
ANNALY CAP MGMT INCCOM03571040977474,164SH SOLE 74,16400
ANSYS INCCOM03662Q1058305,299SH SOLE 5,29900
ANTHEM INCCOM0367521034181,901SH SOLE 1,90100
APOLLO INVT CORPCOM03761U10646288,508SH SOLE 88,50800
APPLIED MATLS INCCOM0382221052,68348,250SH SOLE 48,25000
ARISTA NETWORKS INCCOM0404131061,5326,000SH SOLE 6,00000
ASPEN TECHNOLOGY INCCOM0453271036898,728SH SOLE 8,72800
ASSURANT INCCOM04621X10899110,839SH SOLE 10,83900
AUTODESK INCCOM0527691067,38458,800SH SOLE 58,80000
AUTOHOME INCSP ADR RP CL A05278C1076587,656SH SOLE 7,65600
AVERY DENNISON CORPCOM0536111091,0199,593SH SOLE 9,59300
BWX TECHNOLOGIES INCCOM05605H10085013,387SH SOLE 13,38700
BANCO MACRO SASPON ADR B05961W1054514,176SH SOLE 4,17600
BANK AMER CORPCOM06050510416,495550,000SH SOLE 550,00000
BARCLAYS BK PLCIPATH S&P500 VIX06746L4221,65635,000SH SOLE 35,00000
BARCLAYS BK PLCIPATH S&P500 VIX06746L42238,832820,800SHPutSOLE 820,80000
BAXTER INTL INCCOM0718131091,48322,809SH SOLE 22,80900
BECTON DICKINSON & COCOM0758871091,1135,137SH SOLE 5,13700
BIOGEN INCCOM09062X1037312,671SH SOLE 2,67100
BJS RESTAURANTS INCCOM09180C1061,57235,000SH SOLE 35,00000
BLACKBAUD INCCOM09227Q1007317,180SH SOLE 7,18000
BOEING COCOM0970231051,1493,504SH SOLE 3,50400
BOYD GAMING CORPCOM1033041013,186100,000SHCallSOLE 100,00000
BOYD GAMING CORPCOM1033041019,877310,000SH SOLE 310,00000
BRISTOL MYERS SQUIBB COCOM1101221082894,572SH SOLE 4,57200
BROWN FORMAN CORPCL B1156372092995,494SH SOLE 5,49400
BUILDERS FIRSTSOURCE INCCOM12008R10732916,580SH SOLE 16,58000
CBRE GROUP INCCL A12504L10991619,401SH SOLE 19,40100
CDK GLOBAL INCCOM12508E10185313,472SH SOLE 13,47200
CIGNA CORPORATIONCOM1255091091,1196,671SH SOLE 6,67100
CIT GROUP INCCOM NEW1255818014769,239SH SOLE 9,23900
CME GROUP INCCOM CL A12572Q1051,3498,341SH SOLE 8,34100
CVS HEALTH CORPCOM1266501001,07317,245SH SOLE 17,24500
CADENCE DESIGN SYSTEM INCCOM12738710866117,988SH SOLE 17,98800
CARNIVAL CORPUNIT 99/99/999914365830010,493160,000SH SOLE 160,00000
CARTER INCCOM1462291095415,200SH SOLE 5,20000
CATERPILLAR INC DELCOM14912310110,31770,000SH SOLE 70,00000
CATERPILLAR INC DELCOM14912310114,738100,000SHCallSOLE 100,00000
CELANESE CORP DELCOM SER A1508701032502,490SH SOLE 2,49000
CENTENE CORP DELCOM15135B1014884,565SH SOLE 4,56500
CHEMOURS COCOM1638511085,602115,000SH SOLE 115,00000
CHENIERE ENERGY INCCOM NEW16411R20821,380400,000SHCallSOLE 400,00000
CHIPOTLE MEXICAN GRILL INCCOM1696561051,7775,500SH SOLE 5,50000
CHURCHILL DOWNS INCCOM1714841087132,920SH SOLE 2,92000
CITIGROUP INCCOM NEW17296742494714,031SH SOLE 14,03100
CITRIX SYS INCCOM1773761001,07411,575SH SOLE 11,57500
COCA COLA COCOM1912161001,70039,139SH SOLE 39,13900
COMCAST CORP NEWCL A20030N1011,04830,658SH SOLE 30,65800
CONSTELLATION BRANDS INCCL A21036P1081,4556,383SH SOLE 6,38300
CONTINENTAL RESOURCES INCCOM2120151014,65779,000SH SOLE 79,00000
CORELOGIC INCCOM21871D1032705,970SH SOLE 5,97000
CREDIT ACCEP CORP MICHCOM2253101014741,436SH SOLE 1,43600
CREE INCCOM2254471011,89146,900SH SOLE 46,90000
CROWN HOLDINGS INCCOM22836810618,778370,000SH SOLE 370,00000
D R HORTON INCCOM23331A1093,94690,000SH SOLE 90,00000
DXC TECHNOLOGY COCOM23355L1069,63195,800SH SOLE 95,80000
DANA INCORPORATEDCOM2358252051,93275,000SH SOLE 75,00000
DARDEN RESTAURANTS INCCOM2371941054,26350,000SH SOLE 50,00000
DECKERS OUTDOOR CORPCOM2435371075155,721SH SOLE 5,72100
DELEK US HLDGS INC NEWCOM24665A1036,203152,400SH SOLE 152,40000
DELTA AIR LINES INC DELCOM NEW2473617028,222150,000SHCallSOLE 150,00000
DELTA AIR LINES INC DELCOM NEW24736170220,828380,000SH SOLE 380,00000
DISNEY WALT COCOM DISNEY2546871061,24612,410SH SOLE 12,41000
DOLLAR GEN CORP NEWCOM2566771054,57948,948SH SOLE 48,94800
DOLLAR TREE INCCOM2567461083,79640,000SH SOLE 40,00000
DOMINION ENERGY INCCOM25746U1091,44721,456SH SOLE 21,45600
DOMINOS PIZZA INCCOM25754A2012,33610,000SH SOLE 10,00000
DOVER CORPCOM2600031081,13911,596SH SOLE 11,59600
DOWDUPONT INCCOM26078J1004,14165,000SH SOLE 65,00000
DUKE ENERGY CORP NEWCOM NEW26441C2045046,505SH SOLE 6,50500
EBAY INCCOM2786421035,030125,000SHPutSOLE 125,00000
EBAY INCCOM2786421038,048200,000SHCallSOLE 200,00000
EBAY INCCOM27864210315,720390,650SH SOLE 390,65000
EDWARDS LIFESCIENCES CORPCOM28176E1084563,271SH SOLE 3,27100
ELECTRONIC ARTS INCCOM28551210926,623219,587SH SOLE 219,58700
ENANTA PHARMACEUTICALS INCCOM29251M1062683,311SH SOLE 3,31100
ENTERPRISE PRODS PARTNERS LCOM2937921072,448100,000SHCallSOLE 100,00000
ENVESTNET INCCOM29404K1063265,687SH SOLE 5,68700
EXTENDED STAY AMER INCUNIT 99/99/9999B30224P2003,954200,000SHCallSOLE 200,00000
EXTENDED STAY AMER INCUNIT 99/99/9999B30224P2008,897450,000SH SOLE 450,00000
EXXON MOBIL CORPCOM30231G1021,56620,989SH SOLE 20,98900
FACEBOOK INCCL A30303M1024,79430,000SHCallSOLE 30,00000
FACEBOOK INCCL A30303M1029,10056,950SH SOLE 56,95000
FAIR ISAAC CORPCOM3032501047054,160SH SOLE 4,16000
FANG HLDGS LTDADR30711Y10211522,311SH SOLE 22,31100
FIDELITY NATIONAL FINANCIALFNF GROUP COM31620R30377219,293SH SOLE 19,29300
58 COM INCSPON ADR REP A31680Q1044906,136SH SOLE 6,13600
FIRST AMERN FINL CORPCOM31847R1024868,281SH SOLE 8,28100
FLUOR CORP NEWCOM3434121025,722100,000SHPutSOLE 100,00000
FORTINET INCCOM34959E10981115,144SH SOLE 15,14400
FORTUNE BRANDS HOME & SEC INCOM34964C10660010,181SH SOLE 10,18100
FREEPORT-MCMORAN INCCL B35671D8571,05460,000SH SOLE 60,00000
GAMING & LEISURE PPTYS INCCOM36467J1081,18935,512SH SOLE 35,51200
GAMESTOP CORP NEWCL A36467W10951841,066SH SOLE 41,06600
GENERAL DYNAMICS CORPCOM3695501084,41820,000SH SOLE 20,00000
GENERAL ELECTRIC COCOM36960410374455,203SH SOLE 55,20300
GENERAL MLS INCCOM37033410486919,289SH SOLE 19,28900
GENERAL MTRS COCOM37045V10081322,359SH SOLE 22,35900
GILEAD SCIENCES INCCOM37555810399513,202SH SOLE 13,20200
GOLDMAN SACHS GROUP INCCOM38141G10425,186100,000SH SOLE 100,00000
GOVERNMENT PPTYS INCOME TRCOM SHS BEN INT38376A10322616,552SH SOLE 16,55200
GRAINGER W W INCCOM38480210411,29140,000SHPutSOLE 40,00000
GREEN DOT CORPCL A39304D1023024,712SH SOLE 4,71200
HFF INCCL A40418F10867113,497SH SOLE 13,49700
HARLEY DAVIDSON INCCOM4128221081,93045,000SHPutSOLE 45,00000
HILL ROM HLDGS INCCOM4314751027038,079SH SOLE 8,07900
HILTON WORLDWIDE HLDGS INCCOM43300A2034,07251,699SH SOLE 51,69900
HOLOGIC INCCOM43644010170018,731SH SOLE 18,73100
HOME DEPOT INCCOM43707610211,31663,489SH SOLE 63,48900
IAC INTERACTIVECORPCOM44919P5089205,881SH SOLE 5,88100
INSPERITY INCCOM45778Q1076829,800SH SOLE 9,80000
INTERCONTINENTAL EXCHANGE INCOM45866F1041,04214,365SH SOLE 14,36500
INTL PAPER COCOM4601461031,06719,973SH SOLE 19,97300
INTUITIVE SURGICAL INCCOM NEW46120E6021,2933,133SH SOLE 3,13300
INVESCO MORTGAGE CAPITAL INCCOM46131B10055733,986SH SOLE 33,98600
ISHARES TRMSCI EMG MKT ETF464287234241,4005,000,000SHCallSOLE 5,000,00000
ISHARES TRMSCI EMG MKT ETF464287234149,6683,100,000SHPutSOLE 3,100,00000
ISHARES TRRUSSELL 2000 ETF464287655106,281700,000SHPutSOLE 700,00000
ISHARES TRRUSSELL 2000 ETF464287655136,647900,000SHCallSOLE 900,00000
ISHARES TRJPMORGAN USD EMG46428828110,06489,200SH SOLE 89,20000
ISHARES TRIBOXX HI YD ETF46428851395,7031,117,500SHPutSOLE 1,117,50000
ISHARES TRUS HOME CONS ETF4642887525,924150,000SHCallSOLE 150,00000
ISHARES INCMSCI TAIWAN ETF46434G7721,91750,000SH SOLE 50,00000
JPMORGAN CHASE & COCOM46625H10022,407203,760SH SOLE 203,76000
JACK IN THE BOX INCCOM4663671093363,939SH SOLE 3,93900
JACOBS ENGR GROUP INC DELCOM4698141077,159121,028SH SOLE 121,02800
JOHNSON & JOHNSONCOM4781601041,34910,527SH SOLE 10,52700
KIMBERLY CLARK CORPCOM4943681035,50750,000SHCallSOLE 50,00000
KRAFT HEINZ COCOM50075410614,588234,202SH SOLE 234,20200
KRAFT HEINZ COCOM50075410637,374600,000SHCallSOLE 600,00000
KRONOS WORLDWIDE INCCOM50105F10536115,991SH SOLE 15,99100
LGI HOMES INCCOM50187T1062713,841SH SOLE 3,84100
LAM RESEARCH CORPCOM5128071088,17740,250SH SOLE 40,25000
LAS VEGAS SANDS CORPCOM5178341073,59550,000SHPutSOLE 50,00000
LASALLE HOTEL PPTYSCOM SH BEN INT5179421082,17675,000SH SOLE 75,00000
LEXINGTON REALTY TRUSTCOM52904310134643,904SH SOLE 43,90400
LIGAND PHARMACEUTICALS INCCOM NEW53220K5046624,007SH SOLE 4,00700
LINCOLN NATL CORP INDCOM5341871094195,734SH SOLE 5,73400
LOCKHEED MARTIN CORPCOM5398301091,4824,385SH SOLE 4,38500
LOGMEIN INCCOM54142L1098497,349SH SOLE 7,34900
LOMA NEGRA CORPSPONSORED ADS54150E10412,770598,955SH SOLE 598,95500
LOUISIANA PAC CORPCOM5463471052177,552SH SOLE 7,55200
LOWES COS INCCOM5486611073,07135,000SH SOLE 35,00000
MGM RESORTS INTERNATIONALCOM5529531014,378125,000SH SOLE 125,00000
MGM RESORTS INTERNATIONALCOM5529531017,004200,000SHCallSOLE 200,00000
MGM GROWTH PPTYS LLCCL A COM55303A10595335,900SH SOLE 35,90000
MSCI INCCOM55354G1001,1947,986SH SOLE 7,98600
MACK CALI RLTY CORPCOM55448910468440,933SH SOLE 40,93300
MACQUARIE INFRASTRUCTURE CORCOM55608B1052857,711SH SOLE 7,71100
MANPOWERGROUP INCCOM56418H1007746,728SH SOLE 6,72800
MARCUS & MILLICHAP INCCOM5663241092807,770SH SOLE 7,77000
MARRIOTT VACATIONS WRLDWDE CCOM57164Y1076004,502SH SOLE 4,50200
MARSH & MCLENNAN COS INCCOM5717481021,46517,738SH SOLE 17,73800
MARRIOTT INTL INC NEWCL A5719032025,09937,500SH SOLE 37,50000
MARTIN MARIETTA MATLS INCCOM5732841062,07310,000SH SOLE 10,00000
MASCO CORPCOM57459910686521,392SH SOLE 21,39200
MASTEC INCCOM5763231095,646120,000SH SOLE 120,00000
MASTERCARD INCORPORATEDCL A57636Q1049875,637SH SOLE 5,63700
MATCH GROUP INCCOM57665R1063768,469SH SOLE 8,46900
MELCO RESORT ENTERTAINMENT LADR5854641003,623125,000SH SOLE 125,00000
MERCK & CO INCCOM58933Y1051,20022,036SH SOLE 22,03600
MICROSOFT CORPCOM5949181044,56450,000SHCallSOLE 50,00000
MICROSOFT CORPCOM59491810417,187188,310SH SOLE 188,31000
MICRON TECHNOLOGY INCCOM5951121036,566125,939SH SOLE 125,93900
MOELIS & COCL A60786M1053647,158SH SOLE 7,15800
MOLSON COORS BREWING COCL B60871R2093,76750,000SHCallSOLE 50,00000
MOLSON COORS BREWING COCL B60871R2097,888104,710SH SOLE 104,71000
MONDELEZ INTL INCCL A6092071051,13427,171SH SOLE 27,17100
MOODYS CORPCOM6153691051,4178,782SH SOLE 8,78200
MORGAN STANLEYCOM NEW61744644820,235375,000SH SOLE 375,00000
NAVISTAR INTL CORP NEWCOM63934E1083,497100,000SH SOLE 100,00000
NAVIENT CORPORATIONCOM63938C10841331,450SH SOLE 31,45000
NORTHROP GRUMMAN CORPCOM6668071024181,196SH SOLE 1,19600
NU SKIN ENTERPRISES INCCL A67018T1052863,886SH SOLE 3,88600
NUCOR CORPCOM6703461056,414105,000SH SOLE 105,00000
OLIN CORPCOM PAR $16806652053,039100,000SH SOLE 100,00000
ORACLE CORPCOM68389X10565614,340SH SOLE 14,34000
OSHKOSH CORPCOM6882392012,31830,000SH SOLE 30,00000
OVERSEAS SHIPHOLDING GROUP ICL A NEW69036R8637,3452,586,254SH SOLE 2,586,25400
PPL CORPCOM69351T1061,36648,268SH SOLE 48,26800
PRA HEALTH SCIENCES INCCOM69354M1085526,650SH SOLE 6,65000
PVH CORPCOM6936561002661,757SH SOLE 1,75700
PACKAGING CORP AMERCOM6951561092462,179SH SOLE 2,17900
PARKER HANNIFIN CORPCOM7010941049,40755,000SH SOLE 55,00000
PAYCOM SOFTWARE INCCOM70432V1028447,862SH SOLE 7,86200
PAYPAL HLDGS INCCOM70450Y1038,346110,000SH SOLE 110,00000
PENN NATL GAMING INCCOM7075691093,409129,806SH SOLE 129,80600
PEPSICO INCCOM7134481085154,718SH SOLE 4,71800
PEPSICO INCCOM7134481085,45850,000SHCallSOLE 50,00000
PETMED EXPRESS INCCOM7163821062125,066SH SOLE 5,06600
PIEDMONT OFFICE REALTY TR INCOM CL A72019020653030,148SH SOLE 30,14800
PINNACLE FOODS INC DELCOM72348P1042715,000SH SOLE 5,00000
PORTLAND GEN ELEC COCOM NEW7365088473598,864SH SOLE 8,86400
POWERSHARES QQQ TRUSTUNIT SER 173935A10434,828217,500SHCallSOLE 217,50000
PROCTER AND GAMBLE COCOM7427181091,51019,048SH SOLE 19,04800
PROGRESS SOFTWARE CORPCOM7433121003549,200SH SOLE 9,20000
PROGRESSIVE CORP OHIOCOM7433151034627,588SH SOLE 7,58800
PRUDENTIAL FINL INCCOM7443201029939,588SH SOLE 9,58800
PULTE GROUP INCCOM74586710162821,290SH SOLE 21,29000
QUANTA SVCS INCCOM74762E1021,71850,000SHCallSOLE 50,00000
QUANTA SVCS INCCOM74762E10213,053380,000SH SOLE 380,00000
RAYTHEON COCOM NEW7551115071,4556,741SH SOLE 6,74100
RED HAT INCCOM7565771026514,356SH SOLE 4,35600
RED ROCK RESORTS INCCL A75700L1081,17140,000SH SOLE 40,00000
REGENERON PHARMACEUTICALSCOM75886F1076691,944SH SOLE 1,94400
RELIANCE STEEL & ALUMINUM COCOM75950910211,146130,000SH SOLE 130,00000
RESTAURANT BRANDS INTL INCCOM76131D10314,230250,000SHCallSOLE 250,00000
RESTAURANT BRANDS INTL INCCOM76131D10316,222285,000SH SOLE 285,00000
RINGCENTRAL INCCL A76680R2064817,578SH SOLE 7,57800
ROCKWELL AUTOMATION INCCOM7739031095,22630,000SH SOLE 30,00000
S&P GLOBAL INCCOM78409V1041,6938,860SH SOLE 8,86000
SPDR S&P 500 ETF TRTR UNIT78462F10326,315100,000SHPutSOLE 100,00000
SPDR SERIES TRUSTS&P OILGAS EXP78464A7307,167203,500SHCallSOLE 203,50000
SPDR SERIES TRUSTS&P OILGAS EXP78464A73010,038285,000SH SOLE 285,00000
SCIENTIFIC GAMES CORPCOM80874P1092,22053,372SH SOLE 53,37200
SELECT SECTOR SPDR TRSBI INT-FINL81369Y60519,023690,000SH SOLE 690,00000
SELECT SECTOR SPDR TRSBI INT-FINL81369Y60527,5701,000,000SHCallSOLE 1,000,00000
SERVICENOW INCCOM81762P1029055,469SH SOLE 5,46900
SHUTTERFLY INCCOM82568P3042663,276SH SOLE 3,27600
SOCIEDAD QUIMICA MINERA DE CSPON ADR SER B8336351052,34848,100SHCallSOLE 48,10000
SOUTHWEST AIRLS COCOM8447411085,728100,000SHCallSOLE 100,00000
SOUTHWEST AIRLS COCOM84474110813,461235,000SH SOLE 235,00000
SPIRIT AEROSYSTEMS HLDGS INCCOM CL A8485741096257,473SH SOLE 7,47300
SPIRIT AIRLS INCCOM8485771023,778100,000SH SOLE 100,00000
STANLEY BLACK & DECKER INCCOM85450210111,11772,565SH SOLE 72,56500
STEEL DYNAMICS INCCOM8581191002,21150,000SHPutSOLE 50,00000
STERLING CONSTRUCTION CO INCCOM8592411011139,882SH SOLE 9,88200
SUNCOR ENERGY INC NEWCOM86722410712,503362,000SH SOLE 362,00000
SUNOPTA INCCOM8676EP1081,953275,000SH SOLE 275,00000
SYNOPSYS INCCOM8716071071,08112,981SH SOLE 12,98100
TAKE-TWO INTERACTIVE SOFTWARCOM8740541097,13372,953SH SOLE 72,95300
TELECOM ARGENTINA S ASPON ADR REP B8792732091,51048,200SH SOLE 48,20000
TELEFLEX INCCOM879369106234917SH SOLE 91700
TERNIUM SASPON ADR88089010872022,171SH SOLE 22,17100
TEVA PHARMACEUTICAL INDS LTDSPONSORED ADR88162420992354,000SH SOLE 54,00000
TIFFANY & CO NEWCOM8865471082,44225,000SH SOLE 25,00000
TOLL BROTHERS INCCOM88947810387120,130SH SOLE 20,13000
TOTAL SYS SVCS INCCOM8919061094415,112SH SOLE 5,11200
TRANSDIGM GROUP INCCOM8936411009773,184SH SOLE 3,18400
TRINET GROUP INCCOM8962881074199,054SH SOLE 9,05400
TWITTER INCCOM90184L1022,46685,000SH SOLE 85,00000
TWO HBRS INVT CORPCOM NEW90187B40890158,639SH SOLE 58,63900
TYLER TECHNOLOGIES INCCOM9022521059764,628SH SOLE 4,62800
US BANCORP DELCOM NEW90297330458011,481SH SOLE 11,48100
U S CONCRETE INCCOM NEW90333L2014,22870,000SH SOLE 70,00000
UNITED STATES OIL FUND LPUNITS91232N10810,472800,000SHCallSOLE 800,00000
UNITED STATES STL CORP NEWCOM91290910888025,000SHPutSOLE 25,00000
UNITED STATES STL CORP NEWCOM9129091083,519100,000SH SOLE 100,00000
UNITED TECHNOLOGIES CORPCOM91301710911,32490,000SH SOLE 90,00000
UNITEDHEALTH GROUP INCCOM91324P1022461,149SH SOLE 1,14900
VEON LTDSPONSORED ADR91822M106678256,855SH SOLE 256,85500
VANECK VECTORS ETF TRRUSSIA ETF92189F40391040,000SH SOLE 40,00000
VERISIGN INCCOM92343E1029257,800SH SOLE 7,80000
VISA INCCOM CL A92826C8391,64713,765SH SOLE 13,76500
VOYA FINL INCCOM9290891005,050100,000SH SOLE 100,00000
VULCAN MATLS COCOM9291601094,56740,000SH SOLE 40,00000
WALMART INCCOM9311421031,03511,637SH SOLE 11,63700
WALGREENS BOOTS ALLIANCE INCCOM93142710889713,700SH SOLE 13,70000
WARRIOR MET COAL INCCOM93627C1012,24180,000SH SOLE 80,00000
WEIBO CORPSPONSORED ADR9485961014323,611SH SOLE 3,61100
WELLS FARGO CO NEWCOM9497461013,14560,013SH SOLE 60,01300
WESTLAKE CHEM CORPCOM9604131027,22565,000SH SOLE 65,00000
WINGSTOP INCCOM9741551033,54275,000SH SOLE 75,00000
WORKDAY INCCL A98138H1013,17825,000SH SOLE 25,00000
WORLD WRESTLING ENTMT INCCL A98156Q1081,80150,000SH SOLE 50,00000
WYNDHAM WORLDWIDE CORPCOM98310W1088977,842SH SOLE 7,84200
YY INCADS REPCOM CLA98426T1064314,100SH SOLE 4,10000
YUM BRANDS INCCOM9884981011,24414,617SH SOLE 14,61700
ZIMMER BIOMET HLDGS INCCOM98956P1026886,313SH SOLE 6,31300
ZYNGA INCCL A98986T1082,068564,926SH SOLE 564,92600
AON PLCSHS CL AG0408V1024483,191SH SOLE 3,19100
AXALTA COATING SYS LTDCOMG0750C1083,321110,000SH SOLE 110,00000
BUNGE LIMITEDCOMG169621052,95840,000SH SOLE 40,00000
EATON CORP PLCSHSG291831033,19640,000SH SOLE 40,00000
HERBALIFE LTDCOM USD SHSG4412G1019159,391SH SOLE 9,39100
INGERSOLL-RAND PLCSHSG477911011,00211,720SH SOLE 11,72000
INTERNATIONAL GAME TECHNOLOGSHS USDG4863A1082,673100,000SHCallSOLE 100,00000
INTERNATIONAL GAME TECHNOLOGSHS USDG4863A1085,346200,000SH SOLE 200,00000
MEDTRONIC PLCSHSG5960L1031,09813,692SH SOLE 13,69200
MICHAEL KORS HLDGS LTDSHSG607541015148,284SH SOLE 8,28400
NOMAD FOODS LTDUSD ORD SHSG6564A10518611,786SH SOLE 11,78600
NORWEGIAN CRUISE LINE HLDGSSHSG667211045,297100,000SHCallSOLE 100,00000
NORWEGIAN CRUISE LINE HLDGSSHSG6672110415,361290,000SH SOLE 290,00000
CHUBB LIMITEDCOMH1467J1041,37110,026SH SOLE 10,02600
NEXA RES S ACOML6735910670040,000SH SOLE 40,00000
TRINSEO S ASHSL9340P1012162,914SH SOLE 2,91400
CIMPRESS N VSHS EURON201461014562,946SH SOLE 2,94600
CONSTELLIUM NVCL AN220351043,798350,000SH SOLE 350,00000
LYONDELLBASELL INDUSTRIES NSHS - A -N537451006456,104SH SOLE 6,10400