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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M COCOM88579Y1013722,261SH SOLE 2,26100
AARONS INCCOM PAR $0.500025353002944,582SH SOLE 4,58200
ABBOTT LABSCOM0028241003674,401SH SOLE 4,40100
ACTIVISION BLIZZARD INCCOM00507V10913,982264,204SH SOLE 264,20400
ADTALEM GLOBAL ED INCCOM00737L10375119,712SH SOLE 19,71200
AGILENT TECHNOLOGIES INCCOM00846U1012533,303SH SOLE 3,30300
AKAMAI TECHNOLOGIES INCCOM00971T1012763,022SH SOLE 3,02200
ALLISON TRANSMISSION HLDGS ICOM01973R10163713,544SH SOLE 13,54400
ALLSTATE CORPCOM0200021018117,460SH SOLE 7,46000
ALLY FINL INCCOM02005N1005,023151,481SH SOLE 151,48100
ALTICE USA INCCL A02156K1031,99269,450SH SOLE 69,45000
ALTRIA GROUP INCCOM02209S1033438,381SH SOLE 8,38100
AMERICAN EAGLE OUTFITTERS INCOM02553E10635221,901SH SOLE 21,90100
AMERICAN EQTY INVT LIFE HLDCOM02567620674530,800SH SOLE 30,80000
AMERICAN EXPRESS COCOM0258161092592,197SH SOLE 2,19700
AMERISOURCEBERGEN CORPCOM03073E1053624,391SH SOLE 4,39100
AMKOR TECHNOLOGY INCCOM03165210051156,145SH SOLE 56,14500
ANDERSONS INCCOM03416410347421,144SH SOLE 21,14400
ANGI HOMESERVICES INCCOM CL A00183L10215922,508SH SOLE 22,50800
ANTHEM INCCOM0367521037022,923SH SOLE 2,92300
ANWORTH MORTGAGE ASSET CPCOM03734710123069,785SH SOLE 69,78500
APARTMENT INVT & MGMT COCL A03748R7544248,130SH SOLE 8,13000
APPLE INCCOM0378331006,73130,051SH SOLE 30,05100
ARCONIC INCCOM03965L10026610,228SH SOLE 10,22800
ARCOS DORADOS HOLDINGS INCSHS CLASS -A -G0457F10737555,855SH SOLE 55,85500
ARMADA HOFFLER PPTYS INCCOM04208T10827014,912SH SOLE 14,91200
ASPEN TECHNOLOGY INCCOM0453271033803,085SH SOLE 3,08500
ASSURED GUARANTY LTDCOMG0585R10659213,322SH SOLE 13,32200
ATKORE INTL GROUP INCCOM04764910863821,025SH SOLE 21,02500
ATLANTICA YIELD PLCSHSG0751N1031,05043,603SH SOLE 43,60300
AUDIOCODES LTDORDM1534210421311,253SH SOLE 11,25300
AUTOMATIC DATA PROCESSING INCOM0530151038205,080SH SOLE 5,08000
AVNET INCCOM0538071033648,188SH SOLE 8,18800
AVX CORP NEWCOM00244410716510,865SH SOLE 10,86500
BANCOLOMBIA S ASPON ADR PREF05968L1023477,011SH SOLE 7,01100
BANK AMER CORPCOM06050510434511,829SH SOLE 11,82900
BANK NEW YORK MELLON CORPCOM0640581002475,508SH SOLE 5,50800
BEAZER HOMES USA INCCOM NEW07556Q88167245,124SH SOLE 45,12400
BEST BUY INCCOM0865161012834,095SH SOLE 4,09500
BIG LOTS INCCOM08930210340116,387SH SOLE 16,38700
BLACKROCK TCP CAP CORPCOM09259E10815211,182SH SOLE 11,18200
BONANZA CREEK ENERGY INCCOM NEW09779340033815,114SH SOLE 15,11400
BOOZ ALLEN HAMILTON HLDG CORCL A0995021063825,382SH SOLE 5,38200
BRANDYWINE RLTY TRSH BEN INT NEW10536820323915,961SH SOLE 15,96100
BROADCOM INCCOM11135F101266963SH SOLE 96300
CANADIAN SOLAR INCCOM13663510943122,839SH SOLE 22,83900
CAPSTEAD MTG CORPCOM NO PAR14067E50638752,717SH SOLE 52,71700
CARNIVAL CORPUNIT 99/99/999914365830092721,205SH SOLE 21,20500
CBOE GLOBAL MARKETS INCCOM12503M1084383,810SH SOLE 3,81000
CBRE GROUP INCCL A12504L1094217,949SH SOLE 7,94900
CDK GLOBAL INCCOM12508E1012605,413SH SOLE 5,41300
CDW CORPCOM12514G1083002,433SH SOLE 2,43300
CHANGYOU COM LTDADS REP CL A15911M10726227,571SH SOLE 27,57100
CHEMED CORP NEWCOM16359R103331792SH SOLE 79200
CHEMOURS COCOM16385110840126,854SH SOLE 26,85400
CHENIERE ENERGY INCCOM NEW16411R20836,524579,200SH SOLE 579,20000
CHEVRON CORP NEWCOM1667641004473,765SH SOLE 3,76500
CHOICE HOTELS INTL INCCOM1699051063774,246SH SOLE 4,24600
CIMAREX ENERGY COCOM1717981012845,933SH SOLE 5,93300
CISCO SYS INCCOM17275R1023216,544SH SOLE 6,54400
CIT GROUP INCCOM NEW12558180181417,955SH SOLE 17,95500
CME GROUP INCCOM12572Q1052,38811,301SH SOLE 11,30100
CNA FINL CORPCOM12611710097219,742SH SOLE 19,74200
CNO FINL GROUP INCCOM12621E10357836,524SH SOLE 36,52400
CNX RESOURCES CORPORATIONCOM12653C10845062,046SH SOLE 62,04600
COCA COLA CONSOLIDATED INCCOM191098102247814SH SOLE 81400
COGENT COMMUNICATIONS HLDGSCOM NEW19239V3022424,388SH SOLE 4,38800
COGNIZANT TECHNOLOGY SOLUTIOCL A1924461022764,581SH SOLE 4,58100
COLUMBIA PPTY TR INCCOM NEW19828720342119,885SH SOLE 19,88500
COLUMBIA SPORTSWEAR COCOM1985161065085,246SH SOLE 5,24600
COMCAST CORP NEWCL A20030N1012,64158,850SH SOLE 58,85000
COMERICA INCCOM20034010799115,018SH SOLE 15,01800
CONCHO RES INCCOM20605P1012844,176SH SOLE 4,17600
CONTINENTAL RESOURCES INCCOM2120151012869,283SH SOLE 9,28300
CORENERGY INFRASTRUCTURE TRCOM NEW21870U5021,03621,933SH SOLE 21,93300
COSAN LTDSHS AG2534310787158,487SH SOLE 58,48700
CUBESMARTCOM2296631093128,942SH SOLE 8,94200
CULLEN FROST BANKERS INCCOM2298991098559,660SH SOLE 9,66000
CURTISS WRIGHT CORPCOM2315611014393,396SH SOLE 3,39600
D R HORTON INCCOM23331A1094087,738SH SOLE 7,73800
DANA INCORPORATEDCOM23582520533823,379SH SOLE 23,37900
DARDEN RESTAURANTS INCCOM2371941052281,942SH SOLE 1,94200
DARLING INGREDIENTS INCCOM23726610122111,528SH SOLE 11,52800
DELTA AIR LINES INC DELCOM NEW2473617024057,088SH SOLE 7,08800
DELUXE CORPCOM2480191013627,359SH SOLE 7,35900
DENNYS CORPCOM24869P10434315,073SH SOLE 15,07300
DEVON ENERGY CORP NEWCOM25179M10351121,248SH SOLE 21,24800
DHT HOLDINGS INCSHS NEWY2065G12139564,246SH SOLE 64,24600
DORIAN LPG LTDSHS USDY2106R11076373,678SH SOLE 73,67800
DUNKIN BRANDS GROUP INCCOM2655041004896,165SH SOLE 6,16500
DUPONT DE NEMOURS INCCOM26614N1022122,968SH SOLE 2,96800
DXC TECHNOLOGY COCOM23355L10645915,548SH SOLE 15,54800
E TRADE FINANCIAL CORPCOM NEW2692464014149,474SH SOLE 9,47400
EBAY INCCOM2786421033519,000SH SOLE 9,00000
ECOPETROL S ASPONSORED ADS27915810935921,106SH SOLE 21,10600
EDISON INTLCOM2810201074,94065,500SH SOLE 65,50000
EMPLOYERS HOLDINGS INCCOM2922181042555,854SH SOLE 5,85400
ENEL AMERICAS S ASPONSORED ADR29274F10472078,987SH SOLE 78,98700
ENPHASE ENERGY INCCOM29355A10733314,994SH SOLE 14,99400
EOG RES INCCOM26875P1012393,240SH SOLE 3,24000
EPR PPTYSCOM SH BEN INT26884U1092302,992SH SOLE 2,99200
EQUITY COMWLTHCOM SH BEN INT2946281022498,093SH SOLE 8,09300
EQUITY LIFESTYLE PPTYS INCCOM29472R1082912,176SH SOLE 2,17600
ERIE INDTY COCL A29530P1023421,850SH SOLE 1,85000
ESSENT GROUP LTDCOMG3198U10270214,728SH SOLE 14,72800
EVERCORE INCCLASS A29977A1054735,900SH SOLE 5,90000
EVERTEC INCCOM30040P1032638,438SH SOLE 8,43800
EXTENDED STAY AMER INCUNIT 99/99/9999B30224P20018912,933SH SOLE 12,93300
EXTERRAN CORPCOM30227H10618814,397SH SOLE 14,39700
EXTRA SPACE STORAGE INCCOM30225T1024874,171SH SOLE 4,17100
EXXON MOBIL CORPCOM30231G1027069,992SH SOLE 9,99200
FBL FINL GROUP INCCL A30239F1065459,159SH SOLE 9,15900
FIRST AMERN FINL CORPCOM31847R1023125,293SH SOLE 5,29300
FISERV INCCOM3377381084694,524SH SOLE 4,52400
FLEETCOR TECHNOLOGIES INCCOM3390411057922,762SH SOLE 2,76200
FLOWERS FOODS INCCOM3434981012018,699SH SOLE 8,69900
FLUOR CORP NEWCOM34341210231016,189SH SOLE 16,18900
FLWS/1-800 FLOWERSCL A68243Q10643229,197SH SOLE 29,19700
FORTIVE CORPCOM34959J10884312,303SH SOLE 12,30300
FRANKLIN RES INCCOM3546131012328,048SH SOLE 8,04800
FRONTLINE LTDSHS NEWG3682E19236740,384SH SOLE 40,38400
FS KKR CAPITAL CORPCOM302635107794136,180SH SOLE 136,18000
FULTON FINL CORP PACOM36027110033420,654SH SOLE 20,65400
GAIN CAP HLDGS INCCOM36268W1007614,415SH SOLE 14,41500
GAMING & LEISURE PPTYS INCCOM36467J1082526,593SH SOLE 6,59300
GAP INCCOM36476010846927,396SH SOLE 27,39600
GASLOG LTDSHSG3758510917213,365SH SOLE 13,36500
GENERAL DYNAMICS CORPCOM3695501082931,615SH SOLE 1,61500
GENERAL MLS INCCOM3703341044,99891,500SH SOLE 91,50000
GENERAL MTRS COCOM37045V1003,00780,220SH SOLE 80,22000
GENPACT LIMITEDSHSG3922B10740410,426SH SOLE 10,42600
GLOBANT S ACOML443851092562,793SH SOLE 2,79300
GOL LINHAS AEREAS INTLG S ASPON ADR PFD NEW38045R20626817,325SH SOLE 17,32500
GOLUB CAP BDC INCCOM38173M10220210,735SH SOLE 10,73500
GOODYEAR TIRE & RUBR COCOM38255010149634,461SH SOLE 34,46100
GREEN PLAINS INCCOM39322210422521,239SH SOLE 21,23900
GREENHILL & CO INCCOM39525910414110,725SH SOLE 10,72500
GROUP 1 AUTOMOTIVE INCCOM3989051094845,248SH SOLE 5,24800
GULFPORT ENERGY CORPCOM NEW40263530420776,535SH SOLE 76,53500
HALLIBURTON COCOM40621610158531,047SH SOLE 31,04700
HANCOCK WHITNEY CORPORATIONCOM4101201092807,321SH SOLE 7,32100
HANOVER INS GROUP INCCOM4108671056314,652SH SOLE 4,65200
HAVERTY FURNITURE INCCOM41959610148223,802SH SOLE 23,80200
HAWAIIAN ELEC INDUSTRIESCOM41987010070015,349SH SOLE 15,34900
HCA HEALTHCARE INCCOM40412C1016345,264SH SOLE 5,26400
HD SUPPLY HLDGS INCCOM40416M1052345,969SH SOLE 5,96900
HELMERICH & PAYNE INCCOM42345210167816,924SH SOLE 16,92400
HENRY SCHEIN INCCOM8064071024767,497SH SOLE 7,49700
HERCULES CAPITAL INCCOM42709650816212,119SH SOLE 12,11900
HEWLETT PACKARD ENTERPRISE CCOM42824C10933021,775SH SOLE 21,77500
HILLENBRAND INCCOM4315711082036,587SH SOLE 6,58700
HILTON WORLDWIDE HLDGS INCCOM43300A2035265,649SH SOLE 5,64900
HOLLYFRONTIER CORPCOM43610610889016,600SH SOLE 16,60000
HOULIHAN LOKEY INCCL A4415931004449,844SH SOLE 9,84400
HP INCCOM40434L10565034,368SH SOLE 34,36800
HUDSON PAC PPTYS INCCOM44409710957617,220SH SOLE 17,22000
HUMANA INCCOM4448591024071,590SH SOLE 1,59000
HUNTINGTON INGALLS INDS INCCOM4464131065542,615SH SOLE 2,61500
HYATT HOTELS CORPCOM CL A44857910288512,011SH SOLE 12,01100
INDEPENDENCE RLTY TR INCCOM45378A10647933,476SH SOLE 33,47600
INFOSYS LTDSPONSORED ADR45678810862555,645SH SOLE 55,64500
INGLES MKTS INCCL A4570301043609,310SH SOLE 9,31000
INGREDION INCCOM4571871027939,705SH SOLE 9,70500
INOVALON HLDGS INCCOM CL A45781D10125315,462SH SOLE 15,46200
INSTALLED BLDG PRODS INCCOM45780R1012043,562SH SOLE 3,56200
INTER PARFUMS INCCOM4583341093885,539SH SOLE 5,53900
INTERDIGITAL INCCOM45867G10177414,842SH SOLE 14,84200
INVESCO LTDSHSG491BT10833219,575SH SOLE 19,57500
INVESCO MORTGAGE CAPITAL INCCOM46131B10024516,034SH SOLE 16,03400
INVESCO QQQ TRUNIT SER 146090E1039,44150,000SHPutSOLE 50,00000
ISHARES TRCHINA LG-CAP ETF4642871843589,000SHPutSOLE 9,00000
ISHARES TRCHINA LG-CAP ETF4642871843589,000SH SOLE 9,00000
ISHARES TRCHINA LG-CAP ETF4642871841,59240,000SHCallSOLE 40,00000
ISHARES TRRUSSELL 2000 ETF4642876553,78425,000SHPutSOLE 25,00000
JAZZ PHARMACEUTICALS PLCSHS USDG508711054203,274SH SOLE 3,27400
JEFFERIES FINL GROUP INCCOM47233W10967736,783SH SOLE 36,78300
JOHNSON & JOHNSONCOM4781601048056,224SH SOLE 6,22400
JOINT CORPCOM47973J10230916,584SH SOLE 16,58400
KB HOMECOM48666K10999829,340SH SOLE 29,34000
KEANE GROUP INCCOM48669A10822236,685SH SOLE 36,68500
KELLY SVCS INCCL A48815220827411,295SH SOLE 11,29500
KENNAMETAL INCCOM48917010037512,208SH SOLE 12,20800
KENNEDY-WILSON HLDGS INCCOM48939810764729,504SH SOLE 29,50400
KILROY RLTY CORPCOM49427F1082593,326SH SOLE 3,32600
KLA CORPORATIONCOM NEW4824801006253,922SH SOLE 3,92200
KOHLS CORPCOM5002551042915,856SH SOLE 5,85600
KOREA ELECTRIC PWRSPONSORED ADR50063110614813,651SH SOLE 13,65100
KRONOS WORLDWIDE INCCOM50105F10535928,991SH SOLE 28,99100
KT CORPSPONSORED ADR48268K10147341,803SH SOLE 41,80300
KULICKE & SOFFA INDS INCCOM50124210124210,294SH SOLE 10,29400
L BRANDS INCCOM50179710427914,249SH SOLE 14,24900
L3HARRIS TECHNOLOGIES INCCOM5024311092261,085SH SOLE 1,08500
LAM RESEARCH CORPCOM5128071081,5116,539SH SOLE 6,53900
LANCASTER COLONY CORPCOM5138471032892,081SH SOLE 2,08100
LANNET INCCOM51601210125022,307SH SOLE 22,30700
LAREDO PETROLEUM INCCOM5168061068836,577SH SOLE 36,57700
LATAM AIRLS GROUP S ASPONSORED ADR51817R10615413,832SH SOLE 13,83200
LATTICE SEMICONDUCTOR CORPCOM51841510432717,883SH SOLE 17,88300
LEAR CORPCOM NEW5218652045314,508SH SOLE 4,50800
LENNOX INTL INCCOM5261071073851,583SH SOLE 1,58300
LEXINGTON REALTY TRUSTCOM52904310132531,702SH SOLE 31,70200
LGI HOMES INCCOM50187T1067949,535SH SOLE 9,53500
LILLY ELI & COCOM5324571086475,786SH SOLE 5,78600
LINCOLN NATL CORP INDCOM53418710985614,289SH SOLE 14,28900
LITHIA MTRS INCCL A5367971032391,809SH SOLE 1,80900
LOEWS CORPCOM5404241082725,285SH SOLE 5,28500
LOGMEIN INCCOM54142L1092133,000SH SOLE 3,00000
LPL FINL HLDGS INCCOM50212V1003083,760SH SOLE 3,76000
LYON WILLIAM HOMESCL A NEW55207470034016,723SH SOLE 16,72300
M & T BK CORPCOM55261F1047234,574SH SOLE 4,57400
M D C HLDGS INCCOM5526761081,05424,445SH SOLE 24,44500
M/I HOMES INCCOM55305B1011,49039,583SH SOLE 39,58300
MACYS INCCOM55616P10430519,608SH SOLE 19,60800
MANPOWERGROUP INCCOM56418H1006427,617SH SOLE 7,61700
MARATHON OIL CORPCOM56584910646137,563SH SOLE 37,56300
MARATHON PETE CORPCOM56585A10290414,880SH SOLE 14,88000
MARRIOTT INTL INC NEWCL A5719032025814,673SH SOLE 4,67300
MASTEC INCCOM5763231092834,363SH SOLE 4,36300
MASTERCARD INCCL A57636Q1041,3565,000SH SOLE 5,00000
MATCH GROUP INCCOM57665R1065487,667SH SOLE 7,66700
MEDICAL PPTYS TRUST INCCOM58463J30445023,008SH SOLE 23,00800
MELCO RESORTS AND ENTMT LTDADR58546410058029,881SH SOLE 29,88100
MELLANOX TECHNOLOGIES LTDSHSM513631132732,489SH SOLE 2,48900
MERCURY SYS INCCOM5893781082022,489SH SOLE 2,48900
MERITAGE HOMES CORPCOM59001A10280311,408SH SOLE 11,40800
METLIFE INCCOM59156R10894520,029SH SOLE 20,02900
MGIC INVT CORP WISCOM55284810387769,713SH SOLE 69,71300
MGM GROWTH PPTYS LLCCL A COM55303A1052809,307SH SOLE 9,30700
MICHAELS COS INCCOM59408Q10615115,401SH SOLE 15,40100
MICRON TECHNOLOGY INCCOM5951121032,14350,000SH SOLE 50,00000
MODINE MFG COCOM60782810022820,058SH SOLE 20,05800
MOOG INCCL A6153942027429,144SH SOLE 9,14400
MORGAN STANLEYCOM NEW61744644876517,936SH SOLE 17,93600
MOTOROLA SOLUTIONS INCCOM NEW6200763074422,595SH SOLE 2,59500
MSC INDL DIRECT INCCL A5535301065557,651SH SOLE 7,65100
MSCI INCCOM55354G1002491,145SH SOLE 1,14500
NATIONAL CINEMEDIA INCCOM63530910719523,738SH SOLE 23,73800
NATIONAL GEN HLDGS CORPCOM63622030351622,446SH SOLE 22,44600
NATIONAL HEALTH INVS INCCOM63633D1044365,292SH SOLE 5,29200
NATIONAL INSTRS CORPCOM6365181022355,598SH SOLE 5,59800
NEKTAR THERAPEUTICSCOM64026810818410,099SH SOLE 10,09900
NETEASE INCSPONSORED ADS64110W1024691,762SH SOLE 1,76200
NETGEAR INCCOM64111Q1042096,481SH SOLE 6,48100
NEW MTN FIN CORPCOM64755110028220,675SH SOLE 20,67500
NEWMONT GOLDCORP CORPORATIONCOM6516391064,740125,000SH SOLE 125,00000
NICE LTDSPONSORED ADR6536561082161,499SH SOLE 1,49900
NIO INCSPON ADS62914V1061,310840,000SH SOLE 840,00000
NMI HLDGS INCCL A62920930543516,566SH SOLE 16,56600
NORTHROP GRUMMAN CORPCOM6668071025,73415,300SH SOLE 15,30000
NORTHWEST BANCSHARES INC MDCOM66734010339023,809SH SOLE 23,80900
NRG ENERGY INCCOM NEW62937750850112,662SH SOLE 12,66200
NU SKIN ENTERPRISES INCCL A67018T1053498,205SH SOLE 8,20500
NUCOR CORPCOM67034610568313,416SH SOLE 13,41600
NVR INCCOM62944T105985265SH SOLE 26500
OCCIDENTAL PETE CORPCOM6745991054119,234SH SOLE 9,23400
OFFICE DEPOT INCCOM676220106292166,611SH SOLE 166,61100
ONEMAIN HLDGS INCCOM68268W10343111,755SH SOLE 11,75500
OPTION CARE HEALTH INCCOM68404L1029930,930SH SOLE 30,93000
ORACLE CORPCOM68389X10571413,033SH SOLE 13,03300
OSHKOSH CORPCOM6882392014095,400SH SOLE 5,40000
OXFORD SQUARE CAP CORPCOM69181V1077512,225SH SOLE 12,22500
PACWEST BANCORP DELCOM6952631033329,143SH SOLE 9,14300
PARAMOUNT GROUP INCCOM69924R10816011,993SH SOLE 11,99300
PARK HOTELS RESORTS INCCOM70051710538715,493SH SOLE 15,49300
PATTERSON COMPANIES INCCOM70339510335320,125SH SOLE 20,12500
PATTERSON UTI ENERGY INCCOM70348110127732,448SH SOLE 32,44800
PAYPAL HLDGS INCCOM70450Y1032562,472SH SOLE 2,47200
PBF ENERGY INCCL A69318G1061,45453,472SH SOLE 53,47200
PDL BIOPHARMA INCCOM69329Y10416476,020SH SOLE 76,02000
PEABODY ENERGY CORP NEWCOM70455110015510,535SH SOLE 10,53500
PENNANTPARK INVT CORPCOM70806210423938,040SH SOLE 38,04000
PENSKE AUTOMOTIVE GRP INCCOM70959W1033707,830SH SOLE 7,83000
PERKINELMER INCCOM7140461092272,667SH SOLE 2,66700
PFIZER INCCOM71708110347313,174SH SOLE 13,17400
PHILLIPS 66COM7185461048298,100SH SOLE 8,10000
PHOTRONICS INCCOM71940510235632,746SH SOLE 32,74600
PILGRIMS PRIDE CORP NEWCOM72147K10849515,458SH SOLE 15,45800
PRINCIPAL FINL GROUP INCCOM74251V1022854,991SH SOLE 4,99100
PROGRESSIVE CORP OHIOCOM7433151033754,862SH SOLE 4,86200
PROPETRO HLDG CORPCOM74347M10814515,934SH SOLE 15,93400
PRUDENTIAL FINL INCCOM7443201025185,757SH SOLE 5,75700
QIAGEN NVSHS NEWN7248212336911,186SH SOLE 11,18600
QIWI PLCSPON ADR REP B74735M10832814,946SH SOLE 14,94600
QURATE RETAIL INCCOM SER A74915M10042641,339SH SOLE 41,33900
RADIAN GROUP INCCOM75023610185837,566SH SOLE 37,56600
RALPH LAUREN CORPCL A7512121013673,845SH SOLE 3,84500
REINSURANCE GRP OF AMERICA ICOM NEW7593516044813,009SH SOLE 3,00900
RENT A CTR INC NEWCOM76009N10036614,200SH SOLE 14,20000
REPUBLIC SVCS INCCOM7607591003574,121SH SOLE 4,12100
RESMED INCCOM7611521075744,248SH SOLE 4,24800
RHCOM74967X1033472,030SH SOLE 2,03000
RPC INCCOM74966010643176,740SH SOLE 76,74000
RUSH ENTERPRISES INCCL A7818462092095,421SH SOLE 5,42100
RYMAN HOSPITALITY PPTYS INCCOM78377T1074195,116SH SOLE 5,11600
S & T BANCORP INCCOM78385910138110,422SH SOLE 10,42200
SANTANDER CONSUMER USA HDG ICOM80283M1018,316325,987SH SOLE 325,98700
SAPIENS INTL CORP N VSHSG7T16G10382141,827SH SOLE 41,82700
SBA COMMUNICATIONS CORP NEWCL A78410G104221916SH SOLE 91600
SCORPIO BULKERS INCCOMY7546A12212821,068SH SOLE 21,06800
SCORPIO TANKERS INCSHSY7542C13098533,100SH SOLE 33,10000
SEA LTDSPONSORED ADS81141R1002197,071SH SOLE 7,07100
SEALED AIR CORP NEWCOM81211K1002395,756SH SOLE 5,75600
SERVICEMASTER GLOBAL HLDGS ICOM81761R10990916,258SH SOLE 16,25800
SHENANDOAH TELECOMMUNICATIONCOM82312B1062006,300SH SOLE 6,30000
SIGNATURE BK NEW YORK N YCOM82669G1042752,305SH SOLE 2,30500
SIMULATIONS PLUS INCCOM82921410586324,916SH SOLE 24,91600
SIX FLAGS ENTMT CORP NEWCOM83001A1022645,192SH SOLE 5,19200
SKYWEST INCCOM8308791022233,877SH SOLE 3,87700
SM ENERGY COCOM78454L10011511,963SH SOLE 11,96300
SOLAREDGE TECHNOLOGIES INCCOM83417M1045126,119SH SOLE 6,11900
SONOCO PRODS COCOM8354951024858,324SH SOLE 8,32400
SPARTANNASH COCOM84721510013511,413SH SOLE 11,41300
SPDR GOLD TRUSTGOLD SHS78463V10713,887100,000SHCallSOLE 100,00000
SPDR S&P 500 ETF TRTR UNIT78462F103177,061596,628SH SOLE 596,62800
SPDR SERIES TRUSTS&P REGL BKG78464A6981,32025,000SHPutSOLE 25,00000
SPIRIT AEROSYSTEMS HLDGS INCCOM CL A8485741094064,936SH SOLE 4,93600
STARBUCKS CORPCOM8552441096667,527SH SOLE 7,52700
STEEL DYNAMICS INCCOM8581191002157,219SH SOLE 7,21900
STRYKER CORPCOM8636671015,69026,307SH SOLE 26,30700
SUNCOR ENERGY INC NEWCOM8672241071,61151,000SH SOLE 51,00000
SUNSTONE HOTEL INVS INC NEWCOM86789210123216,891SH SOLE 16,89100
SYNCHRONY FINLCOM87165B10340711,933SH SOLE 11,93300
SYSTEMAX INCCOM87185110127612,535SH SOLE 12,53500
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS87403910014,088303,100SH SOLE 303,10000
TARO PHARMACEUTICAL INDS LTDSHSM8737E1086698,865SH SOLE 8,86500
TAYLOR MORRISON HOME CORPCOM87724P10668526,408SH SOLE 26,40800
TD AMERITRADE HLDG CORPCOM87236Y1084018,578SH SOLE 8,57800
TE CONNECTIVITY LTDREG SHSH849891043984,268SH SOLE 4,26800
TELEPHONE & DATA SYS INCCOM NEW87943382931812,315SH SOLE 12,31500
TENCENT MUSIC ENTMT GROUPSPON ADS88034P1091,660130,000SH SOLE 130,00000
TEXAS INSTRS INCCOM8825081043232,497SH SOLE 2,49700
TOLL BROTHERS INCCOM88947810363615,540SH SOLE 15,54000
TOPBUILD CORPCOM89055F1032042,113SH SOLE 2,11300
TRACTOR SUPPLY COCOM8923561066046,674SH SOLE 6,67400
TRANSDIGM GROUP INCCOM8936411005441,045SH SOLE 1,04500
TRAVELERS COMPANIES INCCOM89417E1093462,324SH SOLE 2,32400
TRI POINTE GROUP INCCOM87265H1091,38892,308SH SOLE 92,30800
TRINITY INDS INCCOM89652210924412,510SH SOLE 12,51000
TUPPERWARE BRANDS CORPCOM89989610457536,236SH SOLE 36,23600
TUTOR PERINI CORPCOM90110910818913,164SH SOLE 13,16400
TYSON FOODS INCCL A9024941032923,395SH SOLE 3,39500
UMPQUA HLDGS CORPCOM90421410323314,163SH SOLE 14,16300
UNION PACIFIC CORPCOM9078181084762,940SH SOLE 2,94000
UNITED FIRE GROUP INCCOM9103401082545,401SH SOLE 5,40100
UNITED STATES CELLULAR CORPCOM9116841082606,912SH SOLE 6,91200
UNITED THERAPEUTICS CORP DELCOM91307C1025306,640SH SOLE 6,64000
UNITEDHEALTH GROUP INCCOM91324P1021,1615,342SH SOLE 5,34200
UNUM GROUPCOM91529Y1061,04235,416SH SOLE 35,41600
US FOODS HLDG CORPCOM9120081092496,064SH SOLE 6,06400
VALERO ENERGY CORP NEWCOM91913Y1001,31615,441SH SOLE 15,44100
VALVOLINE INCCOM92047W10138817,607SH SOLE 17,60700
VARIAN MED SYS INCCOM92220P1052271,909SH SOLE 1,90900
VEON LTDSPONSORED ADR91822M10622292,694SH SOLE 92,69400
VIACOM INC NEWCL B92553P20137815,731SH SOLE 15,73100
VIPSHOP HLDGS LTDSPONSORED ADS A92763W10314015,691SH SOLE 15,69100
VISTRA ENERGY CORPCOM92840M10243916,437SH SOLE 16,43700
VMWARE INCCL A COM9285634026924,610SH SOLE 4,61000
VOYA FINL INCCOM9290891003606,615SH SOLE 6,61500
VULCAN MATLS COCOM9291601096,90745,668SH SOLE 45,66800
WARRIOR MET COAL INCCOM93627C10142221,673SH SOLE 21,67300
WEBSTER FINL CORP CONNCOM94789010947610,165SH SOLE 10,16500
WESCO INTL INCCOM95082P1053056,386SH SOLE 6,38600
WEX INCCOM96208T1043531,749SH SOLE 1,74900
WHITING PETE CORP NEWCOM NEW9663874099912,354SH SOLE 12,35400
WINGSTOP INCCOM9741551036447,384SH SOLE 7,38400
WOLVERINE WORLD WIDE INCCOM97809710340714,410SH SOLE 14,41000
WORTHINGTON INDS INCCOM9818111022316,406SH SOLE 6,40600
WPX ENERGY INCCOM98212B1033,187300,900SHCallSOLE 300,90000
XEROX HOLDINGS CORPCOM NEW98421M10647115,756SH SOLE 15,75600
XILINX INCCOM9839191013894,055SH SOLE 4,05500
XPERI CORPCOM98421B10043020,789SH SOLE 20,78900
YUM BRANDS INCCOM9884981011,72015,163SH SOLE 15,16300
ZIONS BANCORPORATION N ACOM9897011073127,011SH SOLE 7,01100
ZYNGA INCCL A98986T1084,433761,686SH SOLE 761,68600