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 Laboratories COM 002824100 2,343 32,076 SH   DFND 1 32,076 0 0
Acceleron Pharma Inc COM 00434H108 620 10,835 SH   DFND 1 10,835 0 0
Alphabet Inc COM 02079K305 1,371 1,136 SH   DFND 1 1,136 0 0
Altice USA Inc COM 02156K103 2,253 124,198 SH   DFND 1 124,198 0 0
Ambarella Inc COM G037AX101 505 13,062 SH   DFND 1 13,062 0 0
AstraZeneca PLC SPONSORED ADR 046353108 1,995 50,425 SH   DFND 1 50,425 0 0
AT&T Inc COM 00206R102 2,388 72,162 SH   DFND 1 72,162 0 0
AXA Equitable Holdings Inc COM 054561105 881 41,089 SH   DFND 1 41,089 0 0
Ball Corp COM 058498106 486 11,057 SH   DFND 1 11,057 0 0
BioMarin Pharmaceutical Inc COM 09061G101 685 7,062 SH   DFND 1 7,062 0 0
Boston Scientific Corp COM 101137107 1,752 45,503 SH   DFND 1 45,503 0 0
Boyd Gaming Corp COM 103304101 3,135 92,602 SH   DFND 1 92,602 0 0
Brinker International Inc COM 109641100 2,557 54,728 SH   DFND 1 54,728 0 0
Bristol-Myers Squibb Co COM 110122108 1,128 18,280 SH   DFND 1 18,280 0 0
Broadridge Financial Solutions COM 11133T103 206 1,562 SH   DFND 1 1,562 0 0
Cabot Oil & Gas Corp COM 127097103 489 21,788 SH   DFND 1 21,788 0 0
Callon Petroleum Co COM 13123X102 1,048 87,383 SH   DFND 1 87,383 0 0
Carnival Corp COM 143658300 1,443 22,625 SH   DFND 1 22,625 0 0
Carrizo Oil & Gas Inc COM 144577103 1,060 42,066 SH   DFND 1 42,066 0 0
Caterpillar Inc COM 149123101 501 3,304 SH   DFND 1 3,304 0 0
Celgene Corp COM 151020104 566 6,328 SH   DFND 1 6,328 0 0
Cheesecake Factory Inc/The COM 163072101 2,131 39,805 SH   DFND 1 39,805 0 0
Chubb Ltd COM H1467J104 1,186 8,877 SH   DFND 1 8,877 0 0
Churchill Downs Inc COM 171484108 2,094 7,539 SH   DFND 1 7,539 0 0
Ciena Corp COM 171779309 622 19,900 SH   DFND 1 19,900 0 0
Computer Task Group Inc COM 205477102 82 15,706 SH   DFND 1 15,706 0 0
Crown Holdings Inc COM 228368106 2,273 47,359 SH   DFND 1 47,359 0 0
CSX Corp COM 126408103 1,846 24,930 SH   DFND 1 24,930 0 0
Discover Financial Services COM 254709108 596 7,790 SH   DFND 1 7,790 0 0
Edwards Lifesciences Corp COM 28176E108 1,278 7,339 SH   DFND 1 7,339 0 0
El Pollo Loco Holdings Inc COM 268603107 152 12,110 SH   DFND 1 12,110 0 0
EOG Resources Inc COM 26875P101 1,325 10,404 SH   DFND 1 10,404 0 0
Everi Holdings Inc COM 30034T103 1,323 144,243 SH   DFND 1 144,243 0 0
Exelon Corp COM 30161N101 214 4,903 SH   DFND 1 4,903 0 0
FireEye Inc COM 31816Q101 515 30,290 SH   DFND 1 30,290 0 0
Fred's Inc COM 356108100 84 41,004 SH   DFND 1 41,004 0 0
GameStop Corp COM 36467W109 1,032 67,551 SH   DFND 1 67,551 0 0
GCI Liberty Inc COM 36164V305 662 12,989 SH   DFND 1 12,989 0 0
Gilead Sciences Inc COM 375558103 3,678 47,631 SH   DFND 1 47,631 0 0
GW Pharmaceuticals PLC ADS 36197T103 1,004 5,810 SH   DFND 1 5,810 0 0
Hostess Brands Inc COM 44109J106 413 37,321 SH   DFND 1 37,321 0 0
HTG Molecular Diagnostics Inc COM 40434H104 325 64,329 SH   DFND 1 64,329 0 0
Intermolecular Inc COM 45882D109 80 68,569 SH   DFND 1 68,569 0 0
Internap Corp COM 45885A409 452 35,785 SH   DFND 1 35,785 0 0
International Game Technology COM G4863A108 2,272 115,025 SH   DFND 1 115,025 0 0
Intuit Inc COM 461202103 224 988 SH   DFND 1 988 0 0
Israel Chemicals Ltd COM M5920A109 102 16,977 SH   DFND 1 16,977 0 0
Jack in the Box Inc COM 466367109 2,187 26,093 SH   DFND 1 26,093 0 0
Jazz Pharmaceuticals PLC COM G50871105 2,109 12,544 SH   DFND 1 12,544 0 0
JELD-WEN Holding Inc COM 47580P103 436 17,691 SH   DFND 1 17,691 0 0
JM Smucker Co/The COM 832696405 304 2,962 SH   DFND 1 2,962 0 0
Juniper Networks Inc COM 48203R104 627 20,936 SH   DFND 1 20,936 0 0
Kansas City Southern COM 485170302 1,526 13,467 SH   DFND 1 13,467 0 0
Kosmos Energy Ltd COM G5315B107 851 91,019 SH   DFND 1 91,019 0 0
Lennar Corp CL B 526057302 443 11,532 SH   DFND 1 11,532 0 0
Liberty Media Corp Delaware COM A SIRIUSXM 531229409 6,874 158,235 SH   DFND 1 158,235 0 0
Lincoln National Corp COM 534187109 1,699 25,228 SH   DFND 1 25,228 0 0
Lions Gate Entertainment Corp COM 535919401 408 16,745 SH   DFND 1 16,745 0 0
LiqTech International Inc COM 53632A102 328 197,812 SH   DFND 1 197,812 0 0
Marsh & McLennan Cos Inc COM 571748102 741 9,006 SH   DFND 1 9,006 0 0
Medtronic PLC COM G5960L103 1,813 18,434 SH   DFND 1 18,434 0 0
Melco Resorts & Entertainment ADR 585464100 1,367 64,612 SH   DFND 1 64,612 0 0
Merck & Co Inc COM 58933Y105 2,760 38,903 SH   DFND 1 38,903 0 0
MINDBODY Inc COM 60255W105 248 6,108 SH   DFND 1 6,108 0 0
Netflix Inc COM 64110L106 744 1,988 SH   DFND 1 1,988 0 0
NIO Inc SPON ADS 62914V106 370 53,079 SH   DFND 1 53,079 0 0
Norfolk Southern Corp COM 655844108 212 1,178 SH   DFND 1 1,178 0 0
Novartis AG SPONSORED ADR 66987V109 611 7,093 SH   DFND 1 7,093 0 0
NXP Semiconductors NV COM N6696X109 1,455 17,022 SH   DFND 1 17,022 0 0
Papa John's International Inc COM 698813102 279 5,447 SH   DFND 1 5,447 0 0
Parsley Energy Inc COM 701877102 898 30,709 SH   DFND 1 30,709 0 0
PayPal Holdings Inc COM 70450Y103 1,246 14,189 SH   DFND 1 14,189 0 0
PDC Energy Inc COM 69327R101 679 13,866 SH   DFND 1 13,866 0 0
Pioneer Natural Resources Co COM 723787107 829 4,762 SH   DFND 1 4,762 0 0
Prudential Financial Inc COM 744320102 1,717 16,949 SH   DFND 1 16,949 0 0
QUALCOMM Inc COM 747525103 497 6,898 SH   DFND 1 6,898 0 0
Qurate Retail Inc COM 74915M100 751 33,830 SH   DFND 1 33,830 0 0
Rexnord Corp COM 76169B102 1,287 41,785 SH   DFND 1 41,785 0 0
RH COM 74967X103 916 6,993 SH   DFND 1 6,993 0 0
Sarepta Therapeutics Inc COM 803607100 273 1,689 SH   DFND 1 1,689 0 0
SeaWorld Entertainment Inc COM 81282V100 831 26,430 SH   DFND 1 26,430 0 0
Semler Scientific Inc COM 81684M104 326 9,147 SH   DFND 1 9,147 0 0
Sherwin-Williams Co/The COM 824348106 1,575 3,461 SH   DFND 1 3,461 0 0
SM Energy Co COM 78454L100 1,145 36,393 SH   DFND 1 36,393 0 0
Stars Group Inc/The COM 85570W100 569 22,844 SH   DFND 1 22,844 0 0
State Street Corp COM 857477103 788 9,408 SH   DFND 1 9,408 0 0
Stryker Corp COM 863667101 2,854 16,064 SH   DFND 1 16,064 0 0
Tesla Inc COM 88160R101 1,979 7,474 SH   DFND 1 7,474 0 0
Timken Co/The COM 887389104 1,725 34,596 SH   DFND 1 34,596 0 0
Trinseo SA COM L934OP101 1,122 14,395 SH   DFND 1 14,395 0 0
Ubiquiti Networks Inc COM 90347A100 210 2,123 SH   DFND 1 2,123 0 0
United Microelectronics Corp SPON ADR NEW 910873405 110 42,644 SH   DFND 1 42,644 0 0
Univar Inc COM 91336L107 1,260 41,086 SH   DFND 1 41,086 0 0
US Bancorp COM 902973304 966 18,301 SH   DFND 1 18,301 0 0
Wendy's Co/The COM 95058W100 2,452 143,036 SH   DFND 1 143,036 0 0
WPX Energy Inc COM 98212B103 1,007 50,067 SH   DFND 1 50,067 0 0
Wright Medical Group NV COM N96617118 446 15,377 SH   DFND 1 15,377 0 0
WW Grainger Inc COM 384802104 982 2,748 SH   DFND 1 2,748 0 0
Xerox Corp COM 984121608 1,810 67,082 SH   DFND 1 67,082 0 0
XPO Logistics Inc COM 983793100 1,737 15,210 SH   DFND 1 15,210 0 0
Zebra Technologies Corp COM 989207105 225 1,275 SH   DFND 1 1,275 0 0