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
ACACIA COMMUNICATIONS INC COM 00401C108 3,571 98,571 SH   SOLE   98,571 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 22,258 145,392 SH   SOLE   145,392 0 0
AETNA INC NEW COM 00817Y108 69,795 386,910 SH   SOLE   386,910 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 24,754 380,591 SH   SOLE   380,591 0 0
ALASKA AIR GROUP INC COM 011659109 46,474 632,218 SH   SOLE   632,218 0 0
ALLSTATE CORP COM 020002101 23,190 221,466 SH   SOLE   221,466 0 0
ALTABA INC COM 021346101 1,540,066 22,048,191 SH   SOLE   22,048,191 0 0
ALTRIA GROUP INC COM 02209S103 45,947 643,429 SH   SOLE   643,429 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 19,161 321,601 SH   SOLE   321,601 0 0
ANTHEM INC COM 036752103 43,650 193,991 SH   SOLE   193,991 0 0
APPTIO INC CL A 03835C108 3,593 152,749 SH   SOLE   152,749 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 43,062 367,452 SH   SOLE   367,452 0 0
AVEXIS INC COM 05366U100 7,274 65,726 SH   SOLE   65,726 0 0
AXALTA COATING SYS LTD COM G0750C108 9,723 300,454 SH   SOLE   300,454 0 0
BANK AMER CORP COM 060505104 23,129 783,502 SH   SOLE   783,502 0 0
BARCLAYS BK PLC IPATH S&P500 VIX 06746L422 9,772 350,000 SH Put SOLE   350,000 0 0
BEMIS INC COM 081437105 5,935 124,198 SH   SOLE   124,198 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 13,767 154,391 SH   SOLE   154,391 0 0
BLOCK H & R INC COM 093671105 2,476 94,415 SH   SOLE   94,415 0 0
BLUEBIRD BIO INC COM 09609G100 23,592 132,463 SH   SOLE   132,463 0 0
BOEING CO COM 097023105 26,147 88,662 SH   SOLE   88,662 0 0
BUNGE LIMITED COM G16962105 12,961 193,219 SH   SOLE   193,219 0 0
CABOT OIL & GAS CORP COM 127097103 61,284 2,142,810 SH   SOLE   2,142,810 0 0
CAESARS ENTMT CORP COM 127686103 24,421 1,930,501 SH   SOLE   1,930,501 0 0
CAPITAL ONE FINL CORP COM 14040H105 23,274 233,717 SH   SOLE   233,717 0 0
CARDINAL HEALTH INC COM 14149Y108 43,493 709,860 SH   SOLE   709,860 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 13,796 110,729 SH   SOLE   110,729 0 0
CENTENE CORP DEL COM 15135B101 44,066 436,812 SH   SOLE   436,812 0 0
CF INDS HLDGS INC COM 125269100 24,657 579,611 SH   SOLE   579,611 0 0
CIGNA CORPORATION COM 125509109 42,545 209,489 SH   SOLE   209,489 0 0
CIMAREX ENERGY CO COM 171798101 14,505 118,887 SH   SOLE   118,887 0 0
CLEVELAND CLIFFS INC COM 185899101 2,196 304,634 SH   SOLE   304,634 0 0
CLOVIS ONCOLOGY INC COM 189464100 11,400 167,649 SH   SOLE   167,649 0 0
CME GROUP INC COM CL A 12572Q105 4,382 30,000 SH   SOLE   30,000 0 0
COMCAST CORP NEW CL A 20030N101 50,719 1,266,380 SH   SOLE   1,266,380 0 0
CONTINENTAL RESOURCES INC COM 212015101 17,509 330,542 SH   SOLE   330,542 0 0
CORNERSTONE ONDEMAND INC COM 21925Y103 4,099 116,023 SH   SOLE   116,023 0 0
COSTCO WHSL CORP NEW COM 22160K105 46,793 251,413 SH   SOLE   251,413 0 0
CSX CORP COM 126408103 45,241 822,412 SH   SOLE   822,412 0 0
CVS HEALTH CORP COM 126650100 70,195 968,200 SH   SOLE   968,200 0 0
D R HORTON INC COM 23331A109 28,543 558,909 SH   SOLE   558,909 0 0
DARDEN RESTAURANTS INC COM 237194105 9,104 94,816 SH   SOLE   94,816 0 0
DEERE & CO COM 244199105 25,238 161,253 SH   SOLE   161,253 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 27,816 496,721 SH   SOLE   496,721 0 0
DESPEGAR COM CORP ORD SHS G27358103 885 32,200 SH   SOLE   32,200 0 0
DISCOVER FINL SVCS COM 254709108 48,135 625,781 SH   SOLE   625,781 0 0
DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 7,755 346,506 SH   SOLE   346,506 0 0
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 10,410 491,715 SH   SOLE   491,715 0 0
DOLLAR GEN CORP NEW COM 256677105 23,970 257,710 SH   SOLE   257,710 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 61,169 1,233,985 SH   SOLE   1,233,985 0 0
EOG RES INC COM 26875P101 81,570 755,906 SH   SOLE   755,906 0 0
ERIN ENERGY CORP COM 295625107 197 71,812 SH   SOLE   71,812 0 0
ETSY INC COM 29786A106 11,196 547,459 SH   SOLE   547,459 0 0
EXELON CORP COM 30161N101 40,141 1,018,553 SH   SOLE   1,018,553 0 0
EXPRESS SCRIPTS HLDG CO COM 30219G108 25,417 340,525 SH   SOLE   340,525 0 0
F5 NETWORKS INC COM 315616102 12,785 97,429 SH   SOLE   97,429 0 0
FACEBOOK INC CL A 30303M102 42,116 238,674 SH   SOLE   238,674 0 0
FASTENAL CO COM 311900104 44,222 808,599 SH   SOLE   808,599 0 0
FISERV INC COM 337738108 43,081 328,533 SH   SOLE   328,533 0 0
GGP INC COM 36174X101 30,611 1,308,730 SH   SOLE   1,308,730 0 0
GLOBAL PMTS INC COM 37940X102 20,043 199,953 SH   SOLE   199,953 0 0
GLOBALSTAR INC COM 378973408 2,102 1,604,210 SH   SOLE   1,604,210 0 0
GRAINGER W W INC COM 384802104 24,896 105,378 SH   SOLE   105,378 0 0
GRANITE PT MTG TR INC COM 38741L107 1,089 61,399 SH   SOLE   61,399 0 0
HORTONWORKS INC COM 440894103 1,995 99,182 SH   SOLE   99,182 0 0
HUMANA INC COM 444859102 20,229 81,545 SH   SOLE   81,545 0 0
ILG INC COM 44967H101 6,462 226,894 SH   SOLE   226,894 0 0
IMPAX LABORATORIES INC COM 45256B101 2,463 147,945 SH   SOLE   147,945 0 0
INTUIT COM 461202103 43,444 275,345 SH   SOLE   275,345 0 0
JAGGED PEAK ENERGY INC COM 47009K107 3,617 229,242 SH   SOLE   229,242 0 0
JPMORGAN CHASE & CO COM 46625H100 44,936 420,195 SH   SOLE   420,195 0 0
KIMBERLY CLARK CORP COM 494368103 29,965 248,339 SH   SOLE   248,339 0 0
LA QUINTA HLDGS INC COM 50420D108 3,350 181,487 SH   SOLE   181,487 0 0
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 4,006 101,017 SH   SOLE   101,017 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 726 18,302 SH   SOLE   18,302 0 0
LOWES COS INC COM 548661107 48,818 525,265 SH   SOLE   525,265 0 0
LULULEMON ATHLETICA INC COM 550021109 29,521 375,639 SH   SOLE   375,639 0 0
LUMENTUM HLDGS INC COM 55024U109 17,890 365,851 SH   SOLE   365,851 0 0
MACERICH CO COM 554382101 21,396 325,764 SH   SOLE   325,764 0 0
MACYS INC COM 55616P104 53,293 2,115,659 SH   SOLE   2,115,659 0 0
MANITOWOC CO INC COM NEW 563571405 3,573 90,828 SH   SOLE   90,828 0 0
MASTERCARD INCORPORATED CL A 57636Q104 42,360 279,860 SH   SOLE   279,860 0 0
MONDELEZ INTL INC CL A 609207105 28,502 665,946 SH   SOLE   665,946 0 0
MONSANTO CO NEW COM 61166W101 20,090 172,034 SH   SOLE   172,034 0 0
MSG NETWORK INC CL A 553573106 4,252 209,972 SH   SOLE   209,972 0 0
NATIONAL VISION HLDGS INC COM 63845R107 2,498 61,500 SH   SOLE   61,500 0 0
NEXA RES S A COM L67359106 2,942 150,000 SH   SOLE   150,000 0 0
NORWEGIAN CRUISE LINE HLDGS SHS G66721104 27,373 514,044 SH   SOLE   514,044 0 0
NUCOR CORP COM 670346105 22,654 356,308 SH   SOLE   356,308 0 0
NVIDIA CORP COM 67066G104 39,889 206,144 SH   SOLE   206,144 0 0
OCCIDENTAL PETE CORP DEL COM 674599105 46,115 626,049 SH   SOLE   626,049 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 6,144 134,584 SH   SOLE   134,584 0 0
PARSLEY ENERGY INC CL A 701877102 14,933 507,246 SH   SOLE   507,246 0 0
PAYCHEX INC COM 704326107 43,783 643,117 SH   SOLE   643,117 0 0
PINNACLE FOODS INC DEL COM 72348P104 16,741 281,507 SH   SOLE   281,507 0 0
PIONEER NAT RES CO COM 723787107 34,266 198,239 SH   SOLE   198,239 0 0
PQ GROUP HLDGS INC COM 73943T103 1,851 112,500 SH   SOLE   112,500 0 0
PRICE T ROWE GROUP INC COM 74144T108 46,024 438,614 SH   SOLE   438,614 0 0
PULTE GROUP INC COM 745867101 44,346 1,333,727 SH   SOLE   1,333,727 0 0
QUDIAN INC ADR 747798106 1,756 140,000 SH   SOLE   140,000 0 0
QUEST DIAGNOSTICS INC COM 74834L100 44,275 449,539 SH   SOLE   449,539 0 0
RITE AID CORP COM 767754104 7,170 3,639,415 SH   SOLE   3,639,415 0 0
ROSS STORES INC COM 778296103 49,775 620,245 SH   SOLE   620,245 0 0
SAGE THERAPEUTICS INC COM 78667J108 11,545 70,091 SH   SOLE   70,091 0 0
SALESFORCE COM INC COM 79466L302 41,006 401,120 SH   SOLE   401,120 0 0
SAREPTA THERAPEUTICS INC COM 803607100 17,706 318,230 SH   SOLE   318,230 0 0
SCHWAB CHARLES CORP NEW COM 808513105 47,239 919,585 SH   SOLE   919,585 0 0
SEA LTD ADR 81141R100 3,812 286,000 SH   SOLE   286,000 0 0
SEAWORLD ENTMT INC COM 81282V100 5,389 397,129 SH   SOLE   397,129 0 0
SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 38,568 1,381,882 SH   SOLE   1,381,882 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 22,139 292,579 SH   SOLE   292,579 0 0
SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 17,092 282,377 SH   SOLE   282,377 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 26,850 471,964 SH   SOLE   471,964 0 0
SHERWIN WILLIAMS CO COM 824348106 21,892 53,390 SH   SOLE   53,390 0 0
SOGOU INC ADR REPSTG A 83409V104 2,522 218,000 SH   SOLE   218,000 0 0
SOUTHWEST AIRLS CO COM 844741108 49,928 762,844 SH   SOLE   762,844 0 0
SPARK THERAPEUTICS INC COM 84652J103 8,021 155,988 SH   SOLE   155,988 0 0
SPRINT CORP COM SER 1 85207U105 14,449 2,453,128 SH   SOLE   2,453,128 0 0
SWITCH INC CL A 87105L104 1,910 105,000 SH   SOLE   105,000 0 0
SYSCO CORP COM 871829107 45,129 743,114 SH   SOLE   743,114 0 0
TAUBMAN CTRS INC COM 876664103 15,348 234,567 SH   SOLE   234,567 0 0
TEGNA INC COM 87901J105 9,331 662,697 SH   SOLE   662,697 0 0
TESARO INC COM 881569107 16,302 196,715 SH   SOLE   196,715 0 0
TIDEWATER INC NEW *W EXP 07/31/202 88642R117 24 10,166 SH   SOLE   10,166 0 0
TIDEWATER INC NEW *W EXP 07/31/202 88642R125 23 10,991 SH   SOLE   10,991 0 0
TORCHMARK CORP COM 891027104 5,225 57,605 SH   SOLE   57,605 0 0
TRACTOR SUPPLY CO COM 892356106 21,118 282,520 SH   SOLE   282,520 0 0
TWILIO INC CL A 90138F102 8,261 350,039 SH   SOLE   350,039 0 0
TWITTER INC COM 90184L102 71,888 2,994,092 SH   SOLE   2,994,092 0 0
ULTA BEAUTY INC COM 90384S303 44,941 200,935 SH   SOLE   200,935 0 0
UNION PAC CORP COM 907818108 52,513 391,595 SH   SOLE   391,595 0 0
UNITEDHEALTH GROUP INC COM 91324P102 43,973 199,460 SH   SOLE   199,460 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 47,333 894,251 SH   SOLE   894,251 0 0
VIACOM INC NEW CL B 92553P201 24,459 793,860 SH   SOLE   793,860 0 0
VISA INC COM CL A 92826C839 43,325 379,980 SH   SOLE   379,980 0 0
WASTE MGMT INC DEL COM 94106L109 22,550 261,295 SH   SOLE   261,295 0 0