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
MICROSOFT CORP COM 594918104 53,240 539,900 SH   SOLE N/A 539,900 0 0
AMAZON COM INC COM 023135106 46,284 27,230 SH   SOLE N/A 27,230 0 0
MASTERCARD INCORPORATED CL A 57636Q104 35,414 180,200 SH   SOLE N/A 180,200 0 0
APPLE INC COM 037833100 35,209 190,200 SH   SOLE N/A 190,200 0 0
INTUITIVE SURGICAL INC COM 46120E602 30,792 64,350 SH   SOLE N/A 64,350 0 0
ABBOTT LABS COM 002824100 29,094 477,000 SH   SOLE N/A 477,000 0 0
SALESFORCE COM INC COM 79466L302 28,238 207,030 SH   SOLE N/A 207,030 0 0
BANK AMER CORP COM 060505104 28,139 998,100 SH   SOLE N/A 998,100 0 0
ZOETIS INC CL A 98978V103 28,106 329,900 SH   SOLE N/A 329,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102 27,821 113,400 SH   SOLE N/A 113,400 0 0
COMERICA INC COM 200340107 26,131 287,400 SH   SOLE N/A 287,400 0 0
SYNOPSYS INC COM 871607107 25,877 302,400 SH   SOLE N/A 302,400 0 0
HOME DEPOT INC COM 437076102 25,578 131,100 SH   SOLE N/A 131,100 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 18,737 303,000 SH   SOLE N/A 303,000 0 0
AGILENT TECHNOLOGIES INC CALL 00846U101 4,822 78,000 SH Call SOLE N/A 78,000 0 0
REGIONS FINL CORP NEW COM 7591EP100 23,328 1,312,000 SH   SOLE N/A 1,312,000 0 0
JPMORGAN CHASE AND CO COM 46625H100 22,988 220,600 SH   SOLE N/A 220,600 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 13,107 686,500 SH   SOLE N/A 686,500 0 0
SANTANDER CONSUMER USA HDG I CALL 80283M101 8,974 470,000 SH Call SOLE N/A 470,000 0 0
NEXTERA ENERGY INC COM 65339F101 21,765 130,300 SH   SOLE N/A 130,300 0 0
HEALTHEQUITY INC COM 42226A107 21,178 282,000 SH   SOLE N/A 282,000 0 0
SUN CMNTYS INC COM 866674104 18,930 193,400 SH   SOLE N/A 193,400 0 0
E TRADE FINANCIAL CORP COM 269246401 18,823 307,800 SH   SOLE N/A 307,800 0 0
NORFOLK SOUTHERN CORP COM 655844108 18,286 121,200 SH   SOLE N/A 121,200 0 0
MORGAN STANLEY COM 617446448 17,687 373,162 SH   SOLE N/A 373,162 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 17,201 101,200 SH   SOLE N/A 101,200 0 0
ALPHABET INC CAP 02079K305 17,164 15,200 SH   SOLE N/A 15,200 0 0
MONDELEZ INTL INC CL A 609207105 17,111 417,300 SH   SOLE N/A 417,300 0 0
CAMDEN PPTY TR SH B 133131102 17,068 187,300 SH   SOLE N/A 187,300 0 0
XPO LOGISTICS INC COM 983793100 16,731 167,000 SH   SOLE N/A 167,000 0 0
ELECTRONIC ARTS INC COM 285512109 16,415 116,400 SH   SOLE N/A 116,400 0 0
TERADYNE INC COM 880770102 15,773 414,300 SH   SOLE N/A 414,300 0 0
VARONIS SYS INC COM 922280102 15,622 209,700 SH   SOLE N/A 209,700 0 0
PROGRESSIVE CORP OHIO COM 743315103 15,317 259,000 SH   SOLE N/A 259,000 0 0
HAEMONETICS CORP COM 405024100 15,138 168,800 SH   SOLE N/A 168,800 0 0
MATADOR RES CO COM 576485205 15,011 499,520 SH   SOLE N/A 499,520 0 0
MICRON TECHNOLOGY INC COM 595112103 14,742 281,100 SH   SOLE N/A 281,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,400 46,800 SH   SOLE N/A 46,800 0 0
IDEXX LABS INC COM 45168D104 14,296 65,600 SH   SOLE N/A 65,600 0 0
PAYPAL HLDGS INC COM 70450Y103 13,957 167,600 SH   SOLE N/A 167,600 0 0
BURLINGTON STORES INC COM 122017106 13,472 89,500 SH   SOLE N/A 89,500 0 0
WYNN RESORTS LTD COM 983134107 13,454 80,400 SH   SOLE N/A 80,400 0 0
TABLEAU SOFTWARE INC CL A 87336U105 13,403 137,100 SH   SOLE N/A 137,100 0 0
NETFLIX INC COM 64110L106 13,093 33,450 SH   SOLE N/A 33,450 0 0
SHERWIN WILLIAMS CO COM 824348106 12,961 31,800 SH   SOLE N/A 31,800 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 12,841 215,900 SH   SOLE N/A 215,900 0 0
ANDEAVOR COM 03349M105 12,673 96,600 SH   SOLE N/A 96,600 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 12,651 117,875 SH   SOLE N/A 117,875 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 12,264 443,200 SH   SOLE N/A 443,200 0 0
FACEBOOK INC CL A 30303M102 11,833 60,900 SH   SOLE N/A 60,900 0 0
DOWDUPONT INC COM 26078J100 11,557 175,300 SH   SOLE N/A 175,300 0 0
BOEING CO COM 097023105 11,271 33,600 SH   SOLE N/A 33,600 0 0
ALIGN TECHNOLOGY INC COM 016255101 10,845 31,700 SH   SOLE N/A 31,700 0 0
SPDR INDEX SHS FDS PUT 78463X202 10,735 280,000 SH Put SOLE N/A 280,000 0 0
HONEYWELL INTL INC COM 438516106 10,612 73,675 SH   SOLE N/A 73,675 0 0
HEICO CORP NEW CL A 422806208 1,524 25,000 SH   SOLE N/A 25,000 0 0
HEICO CORP NEW COM 422806109 9,086 124,593 SH   SOLE N/A 124,593 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 10,424 156,500 SH   SOLE N/A 156,500 0 0
STANLEY BLACK AND DECKER INC COM 854502101 9,728 73,250 SH   SOLE N/A 73,250 0 0
COSTAR GROUP INC COM 22160N109 9,286 22,500 SH   SOLE N/A 22,500 0 0
ISHARES TR MSCI 46429B598 25 760 SH   SOLE N/A 760 0 0
ISHARES TR MSCI 46435G334 48 1,380 SH   SOLE N/A 1,380 0 0
ISHARES TR RUSS 464287655 29 180 SH   SOLE N/A 180 0 0
ISHARES TR ETF 464287408 815 7,400 SH   SOLE N/A 7,400 0 0
ISHARES TR RUS 464287630 1,016 7,700 SH   SOLE N/A 7,700 0 0
ISHARES TR PUT 46432F396 2,655 24,200 SH Put SOLE N/A 24,200 0 0
ISHARES TR 20 Y 464287432 2,066 16,975 SH   SOLE N/A 16,975 0 0
ISHARES TR BARC 464287440 2,125 20,725 SH   SOLE N/A 20,725 0 0
ISHARES TR TIPS 464287176 327 2,900 SH   SOLE N/A 2,900 0 0
GENERAL MTRS CO COM 37045V100 3,298 83,700 SH   SOLE N/A 83,700 0 0
GENERAL MTRS CO CALL 37045V100 5,674 144,000 SH Call SOLE N/A 144,000 0 0
MSCI INC COM 55354G100 8,933 54,000 SH   SOLE N/A 54,000 0 0
CME GROUP INC COM 12572Q105 8,901 54,300 SH   SOLE N/A 54,300 0 0
NORTHERN TR CORP COM 665859104 8,747 85,000 SH   SOLE N/A 85,000 0 0
NVIDIA CORP COM 67066G104 8,457 35,700 SH   SOLE N/A 35,700 0 0
MCDONALDS CORP COM 580135101 8,274 52,800 SH   SOLE N/A 52,800 0 0
PROTO LABS INC COM 743713109 8,067 67,800 SH   SOLE N/A 67,800 0 0
HYATT HOTELS CORP COM 448579102 8,018 103,920 SH   SOLE N/A 103,920 0 0
ALTRIA GROUP INC COM 02209S103 8,006 140,950 SH   SOLE N/A 140,950 0 0
BOOKING HLDGS INC COM 09857L108 7,905 3,900 SH   SOLE N/A 3,900 0 0
BWX TECHNOLOGIES INC COM 05605H100 7,709 123,700 SH   SOLE N/A 123,700 0 0
CANADIAN NAT RES LTD COM 136385101 7,362 204,100 SH   SOLE N/A 204,100 0 0
WASTE CONNECTIONS INC COM 94106B101 7,313 97,150 SH   SOLE N/A 97,150 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,516 62,900 SH   SOLE N/A 62,900 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 6,446 230,200 SH   SOLE N/A 230,200 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 6,439 39,000 SH   SOLE N/A 39,000 0 0
PURE STORAGE INC CL A 74624M102 6,198 259,500 SH   SOLE N/A 259,500 0 0
ALCOA CORP COM 013872106 6,095 130,000 SH   SOLE N/A 130,000 0 0
L3 TECHNOLOGIES INC COM 502413107 6,000 31,200 SH   SOLE N/A 31,200 0 0
HIGHWOODS PPTYS INC COM 431284108 5,996 118,200 SH   SOLE N/A 118,200 0 0
FEDEX CORP COM 31428X106 5,993 26,400 SH   SOLE N/A 26,400 0 0
CBRE GROUP INC CL A 12504L109 5,847 122,500 SH   SOLE N/A 122,500 0 0
ENCANA CORP COM 292505104 5,797 444,200 SH   SOLE N/A 444,200 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 5,743 234,000 SH   SOLE N/A 234,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 5,436 149,000 SH   SOLE N/A 149,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,687 39,600 SH   SOLE N/A 39,600 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 4,114 42,500 SH   SOLE N/A 42,500 0 0
BAXTER INTL INC COM 071813109 3,278 44,400 SH   SOLE N/A 44,400 0 0
PRA HEALTH SCIENCES INC COM 69354M108 3,165 33,900 SH   SOLE N/A 33,900 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,132 27,200 SH   SOLE N/A 27,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,968 68,500 SH   SOLE N/A 68,500 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 2,955 857,783 SH   SOLE N/A 857,783 0 0
EXTENDED STAY AMER INC UNIT 30224P200 2,917 134,994 SH   SOLE N/A 134,994 0 0
ICON PLC SHS G4705A100 2,862 21,600 SH   SOLE N/A 21,600 0 0
FORTINET INC COM 34959E109 2,847 45,600 SH   SOLE N/A 45,600 0 0
CRANE CO COM 224399105 2,844 35,500 SH   SOLE N/A 35,500 0 0
T MOBILE US INC COM 872590104 2,725 45,600 SH   SOLE N/A 45,600 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,664 46,500 SH   SOLE N/A 46,500 0 0
ETSY INC COM 29786A106 2,620 62,100 SH   SOLE N/A 62,100 0 0
PINNACLE FOODS INC DEL COM 72348P104 2,388 36,700 SH   SOLE N/A 36,700 0 0
HILL ROM HLDGS INC COM 431475102 2,367 27,100 SH   SOLE N/A 27,100 0 0
FARMER BROS CO COM 307675108 2,300 75,300 SH   SOLE N/A 75,300 0 0
LAMB WESTON HLDGS INC COM 513272104 2,269 33,100 SH   SOLE N/A 33,100 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,210 26,600 SH   SOLE N/A 26,600 0 0
MSA SAFETY INC COM 553498106 2,120 22,000 SH   SOLE N/A 22,000 0 0
OWENS CORNING NEW COM 690742101 2,085 32,900 SH   SOLE N/A 32,900 0 0
REINSURANCE GROUP AMER INC COM 759351604 2,055 15,400 SH   SOLE N/A 15,400 0 0
MSC INDL DIRECT INC CL A 553530106 1,994 23,500 SH   SOLE N/A 23,500 0 0
FASTENAL CO COM 311900104 1,969 40,900 SH   SOLE N/A 40,900 0 0
ROPER TECHNOLOGIES INC COM 776696106 1,793 6,500 SH   SOLE N/A 6,500 0 0
LULULEMON ATHLETICA INC COM 550021109 1,748 14,000 SH   SOLE N/A 14,000 0 0
DOLBY LABORATORIES INC COM 25659T107 1,728 28,000 SH   SOLE N/A 28,000 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 1,724 7,000 SH   SOLE N/A 7,000 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,722 16,800 SH   SOLE N/A 16,800 0 0
VANECK VECTORS ETF TR JR G 92189F791 1,681 51,400 SH   SOLE N/A 51,400 0 0
VANECK VECTORS ETF TR RUSS 92189F403 25 1,200 SH   SOLE N/A 1,200 0 0
CHEMOURS CO COM 163851108 1,699 38,300 SH   SOLE N/A 38,300 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,686 7,700 SH   SOLE N/A 7,700 0 0
SUNOPTA INC COM 8676EP108 1,680 200,000 SH   SOLE N/A 200,000 0 0
GRUBHUB INC COM 400110102 1,647 15,700 SH   SOLE N/A 15,700 0 0
ONEMAIN HLDGS INC COM 68268W103 1,578 47,400 SH   SOLE N/A 47,400 0 0
TWITTER INC COM 90184L102 1,554 35,600 SH   SOLE N/A 35,600 0 0
SYNOVUS FINL CORP COM 87161C501 1,537 29,100 SH   SOLE N/A 29,100 0 0
FLOOR AND DECOR HLDGS INC CL A 339750101 1,535 31,100 SH   SOLE N/A 31,100 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,521 18,100 SH   SOLE N/A 18,100 0 0
COMMVAULT SYSTEMS INC COM 204166102 1,494 22,700 SH   SOLE N/A 22,700 0 0
STERLING BANCORP DEL COM 85917A100 1,342 57,100 SH   SOLE N/A 57,100 0 0
NEWFIELD EXPL CO COM 651290108 1,280 42,300 SH   SOLE N/A 42,300 0 0
KMG CHEMICALS INC COM 482564101 1,269 17,200 SH   SOLE N/A 17,200 0 0
TRANSDIGM GROUP INC COM 893641100 1,243 3,600 SH   SOLE N/A 3,600 0 0
GREEN DOT CORP CL A 39304D102 1,174 16,000 SH   SOLE N/A 16,000 0 0
GLAUKOS CORP COM 377322102 1,158 28,500 SH   SOLE N/A 28,500 0 0
DECKERS OUTDOOR CORP COM 243537107 1,151 10,200 SH   SOLE N/A 10,200 0 0
ALIBABA GROUP HLDG LTD SPON 01609W102 1,151 6,200 SH   SOLE N/A 6,200 0 0
TEMPUR SEALY INTL INC PUT 88023U101 1,105 23,000 SH Put SOLE N/A 23,000 0 0
CAESARS ENTMT CORP COM 127686103 1,087 101,600 SH   SOLE N/A 101,600 0 0
NEW RELIC INC COM 64829B100 1,086 10,800 SH   SOLE N/A 10,800 0 0
C H ROBINSON WORLDWIDE INC PUT 12541W209 1,004 12,000 SH Put SOLE N/A 12,000 0 0
GREAT LAKES DREDGE AND DOCK CO COM 390607109 919 175,000 SH   SOLE N/A 175,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 917 51,500 SH   SOLE N/A 51,500 0 0
INVESCO DB MLTI SECTR CMMTY AGRI 46140H106 81 4,520 SH   SOLE N/A 4,520 0 0
INVESCO DB MLTI SECTR CMMTY BASE 46140H700 467 26,560 SH   SOLE N/A 26,560 0 0
INVESCO DB MLTI SECTR CMMTY ENER 46140H304 365 21,360 SH   SOLE N/A 21,360 0 0
PROSHARES TR INVT 74347B607 869 11,760 SH   SOLE N/A 11,760 0 0
ASSOCIATED BANC CORP COM 045487105 862 31,600 SH   SOLE N/A 31,600 0 0
ISHARES US ETF TR IT R 46431W606 813 8,980 SH   SOLE N/A 8,980 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 530 40,000 SH   SOLE N/A 40,000 0 0
LINDBLAD EXPEDITIONS HLDGS I *W E 535219117 196 77,000 SH   SOLE N/A 77,000 0 0
HOLOGIC INC COM 436440101 537 13,500 SH   SOLE N/A 13,500 0 0
SPDR S AND P 500 ETF TR TR U 78462F103 122 450 SH   SOLE N/A 450 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 378 1,400 SH Put SOLE N/A 1,400 0 0
EXCHANGE TRADED CONCEPTS TR ROBO 301505707 468 11,700 SH   SOLE N/A 11,700 0 0
ISHARES INC MSCI 464286780 26 460 SH   SOLE N/A 460 0 0
ISHARES INC MSCI 464286806 48 1,610 SH   SOLE N/A 1,610 0 0
ISHARES INC MSCI 464286400 25 780 SH   SOLE N/A 780 0 0
ISHARES INC MSCI 464286871 30 1,250 SH   SOLE N/A 1,250 0 0
ISHARES INC MSCI 464286707 49 1,600 SH   SOLE N/A 1,600 0 0
ISHARES INC MSCI 464286822 25 530 SH   SOLE N/A 530 0 0
ISHARES INC MSCI 464286764 12 400 SH   SOLE N/A 400 0 0
ISHARES INC MSCI 464286103 31 1,360 SH   SOLE N/A 1,360 0 0
ISHARES INC MSCI 464286756 12 400 SH   SOLE N/A 400 0 0
ISHARES INC MSCI 464286749 12 370 SH   SOLE N/A 370 0 0
ISHARES INC MSCI 464286814 12 390 SH   SOLE N/A 390 0 0
ISHARES INC MSCI 46434G830 49 1,690 SH   SOLE N/A 1,690 0 0
AZUL S A ADR 05501U106 328 20,000 SH   SOLE N/A 20,000 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103 326 18,400 SH   SOLE N/A 18,400 0 0
WOORI BK ADR 98105T104 264 6,000 SH   SOLE N/A 6,000 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 264 8,500 SH   SOLE N/A 8,500 0 0
AVIS BUDGET GROUP COM 053774105 260 8,000 SH   SOLE N/A 8,000 0 0
SPDR GOLD TRUST GOLD 78463V107 228 1,920 SH   SOLE N/A 1,920 0 0
AMERICAN ASSETS TR INC COM 024013104 206 5,400 SH   SOLE N/A 5,400 0 0
DBX ETF TR XTRA 233051879 25 960 SH   SOLE N/A 960 0 0