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
ABBOTT LABS COM 002824100 1,916 31,415 SH   DFND 1 31,415 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 2,001 29,629 SH   DFND 1 29,629 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 1,449 11,669 SH   DFND 1 11,669 0 0
ALTICE USA INC CL A 02156K103 1,442 84,553 SH   DFND 1 84,553 0 0
AT&T INC COM 00206R102 575 17,916 SH   DFND 1 17,916 0 0
AXALTA COATING SYS LTD COM G0750C108 2,456 81,028 SH   DFND 1 81,028 0 0
BB&T CORP COM 054937107 1,455 28,848 SH   DFND 1 28,848 0 0
BIOGEN INC COM 09062X103 2,486 8,564 SH   DFND 1 8,564 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,942 59,402 SH   DFND 1 59,402 0 0
BOYD GAMING CORP COM 103304101 3,472 100,171 SH   DFND 1 100,171 0 0
BRINKER INTL INC COM 109641100 2,547 53,514 SH   DFND 1 53,514 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,277 23,079 SH   DFND 1 23,079 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,391 24,267 SH   DFND 1 24,267 0 0
CEDAR FAIR L P DEPOSITRY UNIT 150185106 281 4,459 SH   DFND 1 4,459 0 0
CELGENE CORP COM 151020104 870 10,953 SH   DFND 1 10,953 0 0
CENTERPOINT ENERGY INC COM 15189T107 357 12,896 SH   DFND 1 12,896 0 0
CHEESECAKE FACTORY INC COM 163072101 2,604 47,286 SH   DFND 1 47,286 0 0
CHURCHILL DOWNS INC COM 171484108 656 2,211 SH   DFND 1 2,211 0 0
COMPUTER TASK GROUP INC COM 205477102 111 14,321 SH   DFND 1 14,321 0 0
CROWN HOLDINGS INC COM 228368106 3,998 89,311 SH   DFND 1 89,311 0 0
CSX CORP COM 126408103 2,613 40,963 SH   DFND 1 40,963 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 404 25,947 SH   DFND 1 25,947 0 0
DISCOVER FINL SVCS COM 254709108 644 9,145 SH   DFND 1 9,145 0 0
DOWDUPONT INC COM 26078J100 467 7,083 SH   DFND 1 7,083 0 0
EL POLLO LOCO HLDGS INC COM 268603107 133 11,691 SH   DFND 1 11,691 0 0
ELDORADO RESORTS INC COM 28470R102 1,536 39,289 SH   DFND 1 39,289 0 0
EXPEDIA GROUP INC COM NEW 30212P303 318 2,645 SH   DFND 1 2,645 0 0
FLOTEK INDS INC DEL COM 343389102 1,054 326,232 SH   DFND 1 326,232 0 0
GAMESTOP CORP NEW CL A 36467W109 701 48,122 SH   DFND 1 48,122 0 0
GCI LIBERTY INC COM CLASS A 36164V305 297 6,584 SH   DFND 1 6,584 0 0
GENERAL ELECTRIC CO COM 369604103 346 25,412 SH   DFND 1 25,412 0 0
GENERAL MTRS CO COM 37045V100 1,588 40,311 SH   DFND 1 40,311 0 0
HASBRO INC COM 418056107 968 10,487 SH   DFND 1 10,487 0 0
HOSTESS BRANDS INC CL A 44109J106 766 56,343 SH   DFND 1 56,343 0 0
HTG MOLECULAR DIAGNOSTICS IN COM 40434H104 198 60,752 SH   DFND 1 60,752 0 0
HUNTINGTON BANCSHARES INC COM 446150104 1,840 124,651 SH   DFND 1 124,651 0 0
INTERNAP CORP COM PAR 45885A409 640 61,452 SH   DFND 1 61,452 0 0
INTERNATIONAL GAME TECHNOLOG SHS USD G4863A108 2,462 105,930 SH   DFND 1 105,930 0 0
INTERSECT ENT INC COM 46071F103 336 8,964 SH   DFND 1 8,964 0 0
INTL PAPER CO COM 460146103 2,651 50,896 SH   DFND 1 50,896 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 711 1,486 SH   DFND 1 1,486 0 0
JACK IN THE BOX INC COM 466367109 2,197 25,815 SH   DFND 1 25,815 0 0
JELD-WEN HLDG INC COM 47580P103 2,038 71,292 SH   DFND 1 71,292 0 0
JUNIPER NETWORKS INC COM 48203R104 2,331 85,010 SH   DFND 1 85,010 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 2,699 25,474 SH   DFND 1 25,474 0 0
LENNAR CORP CL A 526057104 1,043 19,872 SH   DFND 1 19,872 0 0
LENNAR CORP CL B 526057302 487 11,407 SH   DFND 1 11,407 0 0
LIBERTY BROADBAND CORP COM SER A 530307107 302 3,997 SH   DFND 1 3,997 0 0
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 531229409 5,107 113,359 SH   DFND 1 113,359 0 0
LINCOLN NATL CORP IND COM 534187109 1,279 20,540 SH   DFND 1 20,540 0 0
LIONS GATE ENTMNT CORP CL A VTG 535919401 2,361 95,142 SH   DFND 1 95,142 0 0
MERCK & CO INC COM 58933Y105 2,460 40,530 SH   DFND 1 40,530 0 0
MONGODB INC CL A 60937P106 574 11,558 SH   DFND 1 11,558 0 0
NEVRO CORP COM 64157F103 453 5,674 SH   DFND 1 5,674 0 0
PACKAGING CORP AMER COM 695156109 1,576 14,096 SH   DFND 1 14,096 0 0
PAPA JOHNS INTL INC COM 698813102 1,025 20,209 SH   DFND 1 20,209 0 0
PIONEER NAT RES CO COM 723787107 1,682 8,888 SH   DFND 1 8,888 0 0
PRUDENTIAL FINL INC COM 744320102 1,314 14,050 SH   DFND 1 14,050 0 0
QUALCOMM INC COM 747525103 3,848 68,573 SH   DFND 1 68,573 0 0
REXNORD CORP NEW COM 76169B102 819 28,193 SH   DFND 1 28,193 0 0
RH COM 74967X103 611 4,376 SH   DFND 1 4,376 0 0
SCORPIO BULKERS INC COM Y7546A122 2,626 369,804 SH   DFND 1 369,804 0 0
SEAWORLD ENTMT INC COM 81282V100 731 33,497 SH   DFND 1 33,497 0 0
SMUCKER J M CO COM NEW 832696405 266 2,472 SH   DFND 1 2,472 0 0
SPIRIT RLTY CAP INC NEW COM 84860W102 82 10,224 SH   DFND 1 10,224 0 0
TERADYNE INC COM 880770102 420 11,031 SH   DFND 1 11,031 0 0
TESLA INC COM 88160R101 3,143 9,166 SH   DFND 1 9,166 0 0
TIMKEN CO COM 887389104 1,836 42,152 SH   DFND 1 42,152 0 0
TRANSDIGM GROUP INC COM 893641100 1,024 2,966 SH   DFND 1 2,966 0 0
TRINSEO S A SHS L9340P101 1,832 25,819 SH   DFND 1 25,819 0 0
VULCAN MATLS CO COM 929160109 296 2,295 SH   DFND 1 2,295 0 0
WENDYS CO COM 95058W100 1,923 111,931 SH   DFND 1 111,931 0 0
XEROX CORP COM NEW 984121608 2,399 99,962 SH   DFND 1 99,962 0 0
XPO LOGISTICS INC COM 983793100 1,586 15,828 SH   DFND 1 15,828 0 0