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 51,541 507,465 SH   SOLE N/A 507,465 0 0
AMAZON COM INC COM 023135106 40,023 26,648 SH   SOLE N/A 26,648 0 0
ABBOTT LABS COM 002824100 38,534 532,736 SH   SOLE N/A 532,736 0 0
INTUITIVE SURGICAL INC COM 46120E602 30,708 64,117 SH   SOLE N/A 64,117 0 0
MASTERCARD INCORPORATED CL A 57636Q104 30,632 162,373 SH   SOLE N/A 162,373 0 0
SALESFORCE COM INC COM 79466L302 26,873 196,189 SH   SOLE N/A 196,189 0 0
SALESFORCE COM INC CALL 79466L302 273 2,000 SH Call SOLE N/A 2,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 27,104 108,800 SH   SOLE N/A 108,800 0 0
ZOETIS INC CL A 98978V103 26,146 305,638 SH   SOLE N/A 305,638 0 0
APPLE INC COM 037833100 26,138 165,700 SH   SOLE N/A 165,700 0 0
PAYPAL HLDGS INC COM 70450Y103 25,750 306,231 SH   SOLE N/A 306,231 0 0
JPMORGAN CHASE AND CO COM 46625H100 23,829 244,125 SH   SOLE N/A 244,125 0 0
ALPHABET INC CAP 02079K305 22,780 21,800 SH   SOLE N/A 21,800 0 0
NEXTERA ENERGY INC COM 65339F101 22,540 129,666 SH   SOLE N/A 129,666 0 0
BANK AMER CORP COM 060505104 21,582 875,901 SH   SOLE N/A 875,901 0 0
SUN CMNTYS INC COM 866674104 18,998 186,800 SH   SOLE N/A 186,800 0 0
PROGRESSIVE CORP OHIO COM 743315103 18,503 306,700 SH   SOLE N/A 306,700 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 17,147 103,464 SH   SOLE N/A 103,464 0 0
TABLEAU SOFTWARE INC CL A 87336U105 17,066 142,215 SH   SOLE N/A 142,215 0 0
MONDELEZ INTL INC CL A 609207105 16,940 423,200 SH   SOLE N/A 423,200 0 0
HAEMONETICS CORP COM 405024100 16,371 163,651 SH   SOLE N/A 163,651 0 0
NORFOLK SOUTHERN CORP COM 655844108 16,241 108,600 SH   SOLE N/A 108,600 0 0
CME GROUP INC COM 12572Q105 16,208 86,155 SH   SOLE N/A 86,155 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 15,243 225,963 SH   SOLE N/A 225,963 0 0
E TRADE FINANCIAL CORP COM 269246401 14,637 333,550 SH   SOLE N/A 333,550 0 0
CAMDEN PPTY TR SH B 133131102 14,608 165,900 SH   SOLE N/A 165,900 0 0
SYNOPSYS INC COM 871607107 14,542 172,611 SH   SOLE N/A 172,611 0 0
COSTAR GROUP INC COM 22160N109 14,358 42,566 SH   SOLE N/A 42,566 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 13,710 779,559 SH   SOLE N/A 779,559 0 0
ROPER TECHNOLOGIES INC COM 776696106 13,181 49,452 SH   SOLE N/A 49,452 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 12,999 149,585 SH   SOLE N/A 149,585 0 0
HEALTHEQUITY INC COM 42226A107 12,602 211,292 SH   SOLE N/A 211,292 0 0
BURLINGTON STORES INC COM 122017106 11,898 73,135 SH   SOLE N/A 73,135 0 0
SHERWIN WILLIAMS CO COM 824348106 11,450 29,100 SH   SOLE N/A 29,100 0 0
INGERSOLL-RAND PLC SHS G47791101 11,385 124,800 SH   SOLE N/A 124,800 0 0
HEICO CORP NEW CL A 422806208 1,575 25,000 SH   SOLE N/A 25,000 0 0
HEICO CORP NEW COM 422806109 9,333 120,468 SH   SOLE N/A 120,468 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 10,580 24,500 SH   SOLE N/A 24,500 0 0
COMCAST CORP NEW CL A 20030N101 10,561 310,200 SH   SOLE N/A 310,200 0 0
HONEYWELL INTL INC COM 438516106 10,544 79,800 SH   SOLE N/A 79,800 0 0
NORTHROP GRUMMAN CORP COM 666807102 10,457 42,700 SH   SOLE N/A 42,700 0 0
WEBSTER FINL CORP CONN COM 947890109 10,380 210,600 SH   SOLE N/A 210,600 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 10,294 418,600 SH   SOLE N/A 418,600 0 0
BOEING CO COM 097023105 10,161 31,500 SH   SOLE N/A 31,500 0 0
HOME DEPOT INC COM 437076102 10,069 58,600 SH   SOLE N/A 58,600 0 0
IDEXX LABS INC COM 45168D104 9,821 52,800 SH   SOLE N/A 52,800 0 0
ANADARKO PETE CORP COM 032511107 9,417 214,828 SH   SOLE N/A 214,828 0 0
AIR PRODS AND CHEMS INC COM 009158106 9,363 58,500 SH   SOLE N/A 58,500 0 0
LPL FINL HLDGS INC COM 50212V100 8,927 146,150 SH   SOLE N/A 146,150 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 8,756 372,700 SH   SOLE N/A 372,700 0 0
SPDR GOLD TRUST GOLD 78463V107 101 830 SH   SOLE N/A 830 0 0
SPDR GOLD TRUST CALL 78463V107 8,488 70,000 SH Call SOLE N/A 70,000 0 0
CIENA CORP COM 171779309 8,126 239,617 SH   SOLE N/A 239,617 0 0
AMERICOLD RLTY TR COM 03064D108 8,072 316,030 SH   SOLE N/A 316,030 0 0
CVR ENERGY INC COM 12662P108 7,805 226,365 SH   SOLE N/A 226,365 0 0
VIAVI SOLUTIONS INC COM 925550105 7,684 764,500 SH   SOLE N/A 764,500 0 0
EXTENDED STAY AMER INC UNIT 30224P200 7,426 479,100 SH   SOLE N/A 479,100 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 7,424 75,900 SH   SOLE N/A 75,900 0 0
MORGAN STANLEY COM 617446448 7,384 186,262 SH   SOLE N/A 186,262 0 0
PROTO LABS INC COM 743713109 7,355 65,200 SH   SOLE N/A 65,200 0 0
ISHARES TR MSCI 46429B598 63 1,880 SH   SOLE N/A 1,880 0 0
ISHARES TR MSCI 46435G334 106 3,573 SH   SOLE N/A 3,573 0 0
ISHARES TR RUSS 464287655 88 655 SH   SOLE N/A 655 0 0
ISHARES TR ETF 464287408 745 7,400 SH   SOLE N/A 7,400 0 0
ISHARES TR RUS 464287630 828 7,700 SH   SOLE N/A 7,700 0 0
ISHARES TR 20 Y 464287432 2,533 20,850 SH   SOLE N/A 20,850 0 0
ISHARES TR CORE 46434V738 109 2,630 SH   SOLE N/A 2,630 0 0
ISHARES TR BARC 464287440 2,821 27,070 SH   SOLE N/A 27,070 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 7,215 196,400 SH   SOLE N/A 196,400 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 6,876 75,975 SH   SOLE N/A 75,975 0 0
IAC INTERACTIVECORP COM 44919P508 6,832 37,320 SH   SOLE N/A 37,320 0 0
ALIGN TECHNOLOGY INC COM 016255101 6,639 31,700 SH   SOLE N/A 31,700 0 0
WASTE CONNECTIONS INC COM 94106B101 6,322 85,150 SH   SOLE N/A 85,150 0 0
WPX ENERGY INC COM 98212B103 6,171 543,700 SH   SOLE N/A 543,700 0 0
ETSY INC COM 29786A106 5,727 120,400 SH   SOLE N/A 120,400 0 0
ADOBE INC COM 00724F101 5,452 24,100 SH   SOLE N/A 24,100 0 0
MSCI INC COM 55354G100 5,336 36,200 SH   SOLE N/A 36,200 0 0
ZAYO GROUP HLDGS INC COM 98919V105 588 25,750 SH   SOLE N/A 25,750 0 0
ZAYO GROUP HLDGS INC CALL 98919V105 4,567 200,000 SH Call SOLE N/A 200,000 0 0
L3 TECHNOLOGIES INC COM 502413107 5,035 29,000 SH   SOLE N/A 29,000 0 0
CBRE GROUP INC CL A 12504L109 4,836 120,800 SH   SOLE N/A 120,800 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 4,790 20,285 SH   SOLE N/A 20,285 0 0
NORTHERN TR CORP COM 665859104 4,505 53,900 SH   SOLE N/A 53,900 0 0
NOMAD FOODS LTD USD G6564A105 4,280 256,000 SH   SOLE N/A 256,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,210 26,000 SH   SOLE N/A 26,000 0 0
AUTOZONE INC COM 053332102 4,192 5,000 SH   SOLE N/A 5,000 0 0
PURE STORAGE INC CL A 74624M102 3,913 243,400 SH   SOLE N/A 243,400 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,860 37,500 SH   SOLE N/A 37,500 0 0
POST HLDGS INC COM 737446104 3,670 41,200 SH   SOLE N/A 41,200 0 0
PRA HEALTH SCIENCES INC COM 69354M108 2,979 32,400 SH   SOLE N/A 32,400 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 2,886 52,223 SH   SOLE N/A 52,223 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,814 64,700 SH   SOLE N/A 64,700 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,674 24,000 SH   SOLE N/A 24,000 0 0
VANECK VECTORS ETF TR JR G 92189F791 2,605 86,200 SH   SOLE N/A 86,200 0 0
VANECK VECTORS ETF TR RUSS 92189F403 62 3,270 SH   SOLE N/A 3,270 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,469 25,650 SH   SOLE N/A 25,650 0 0
CAREDX INC COM 14167L103 2,334 92,800 SH   SOLE N/A 92,800 0 0
FORTINET INC COM 34959E109 2,269 32,200 SH   SOLE N/A 32,200 0 0
WHITING PETE CORP NEW COM 966387409 2,184 96,200 SH   SOLE N/A 96,200 0 0
CRANE CO COM 224399105 2,172 30,100 SH   SOLE N/A 30,100 0 0
PROSHARES TR INVT 74347B607 1,758 24,720 SH   SOLE N/A 24,720 0 0
PROSHARES TR HGH 74348A541 309 4,980 SH   SOLE N/A 4,980 0 0
GENERAL MTRS CO COM 37045V100 2,041 61,000 SH   SOLE N/A 61,000 0 0
MEDPACE HLDGS INC COM 58506Q109 2,016 38,100 SH   SOLE N/A 38,100 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 2,011 52,919 SH   SOLE N/A 52,919 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,988 40,400 SH   SOLE N/A 40,400 0 0
MSA SAFETY INC COM 553498106 1,942 20,600 SH   SOLE N/A 20,600 0 0
WALMART INC COM 931142103 1,881 20,200 SH   SOLE N/A 20,200 0 0
COMERICA INC COM 200340107 1,765 25,700 SH   SOLE N/A 25,700 0 0
GREEN DOT CORP CL A 39304D102 1,725 21,700 SH   SOLE N/A 21,700 0 0
ELLIE MAE INC CALL 28849P100 1,683 26,800 SH Call SOLE N/A 26,800 0 0
REINSURANCE GROUP AMER INC COM 759351604 1,669 11,900 SH   SOLE N/A 11,900 0 0
ALIBABA GROUP HLDG LTD SPON 01609W102 1,605 11,700 SH   SOLE N/A 11,700 0 0
LULULEMON ATHLETICA INC COM 550021109 1,593 13,100 SH   SOLE N/A 13,100 0 0
DOLBY LABORATORIES INC COM 25659T107 1,590 25,700 SH   SOLE N/A 25,700 0 0
FARMER BROS CO COM 307675108 1,558 66,800 SH   SOLE N/A 66,800 0 0
ISHARES US ETF TR IT R 46431W606 1,539 18,160 SH   SOLE N/A 18,160 0 0
PENUMBRA INC COM 70975L107 1,516 12,400 SH   SOLE N/A 12,400 0 0
GLAUKOS CORP COM 377322102 1,499 26,700 SH   SOLE N/A 26,700 0 0
FIRST BANCORP P R COM 318672706 1,320 153,600 SH   SOLE N/A 153,600 0 0
TRANSDIGM GROUP INC COM 893641100 1,224 3,600 SH   SOLE N/A 3,600 0 0
KORN FERRY INTL COM 500643200 1,170 29,600 SH   SOLE N/A 29,600 0 0
INVESCO DB MLTI SECTR CMMTY AGRI 46140H106 163 9,630 SH   SOLE N/A 9,630 0 0
INVESCO DB MLTI SECTR CMMTY BASE 46140H700 533 34,670 SH   SOLE N/A 34,670 0 0
INVESCO DB MLTI SECTR CMMTY ENER 46140H304 453 36,450 SH   SOLE N/A 36,450 0 0
GRUBHUB INC COM 400110102 1,136 14,800 SH   SOLE N/A 14,800 0 0
FIVE BELOW INC COM 33829M101 1,125 11,000 SH   SOLE N/A 11,000 0 0
AMERICAN ASSETS TR INC COM 024013104 1,025 25,500 SH   SOLE N/A 25,500 0 0
C H ROBINSON WORLDWIDE INC PUT 12541W209 1,009 12,000 SH Put SOLE N/A 12,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 987 14,800 SH   SOLE N/A 14,800 0 0
NEW RELIC INC COM 64829B100 907 11,200 SH   SOLE N/A 11,200 0 0
AXON ENTERPRISE INC COM 05464C101 902 20,600 SH   SOLE N/A 20,600 0 0
LAMB WESTON HLDGS INC COM 513272104 868 11,800 SH   SOLE N/A 11,800 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 538 40,000 SH   SOLE N/A 40,000 0 0
LINDBLAD EXPEDITIONS HLDGS I *W E 535219117 247 77,000 SH   SOLE N/A 77,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 776 647,200 SH   SOLE N/A 647,200 0 0
SLEEP NUMBER CORP COM 83125X103 762 24,000 SH   SOLE N/A 24,000 0 0
LIVANOVA PLC SHS G5509L101 759 8,300 SH   SOLE N/A 8,300 0 0
MATCH GROUP INC COM 57665R106 744 17,400 SH   SOLE N/A 17,400 0 0
XPO LOGISTICS INC COM 983793100 724 12,700 SH   SOLE N/A 12,700 0 0
SUNOPTA INC COM 8676EP108 717 185,200 SH   SOLE N/A 185,200 0 0
COGNEX CORP COM 192422103 707 18,300 SH   SOLE N/A 18,300 0 0
BOOT BARN HLDGS INC COM 099406100 694 40,800 SH   SOLE N/A 40,800 0 0
CHEMOURS CO COM 163851108 641 22,700 SH   SOLE N/A 22,700 0 0
ISHARES INC MSCI 464286780 64 1,270 SH   SOLE N/A 1,270 0 0
ISHARES INC MSCI 464286806 73 2,870 SH   SOLE N/A 2,870 0 0
ISHARES INC MSCI 464286400 64 1,660 SH   SOLE N/A 1,660 0 0
ISHARES INC MSCI 464286871 58 2,560 SH   SOLE N/A 2,560 0 0
ISHARES INC MSCI 464286707 72 2,720 SH   SOLE N/A 2,720 0 0
ISHARES INC MSCI 464286822 65 1,560 SH   SOLE N/A 1,560 0 0
ISHARES INC MSCI 464286764 18 670 SH   SOLE N/A 670 0 0
ISHARES INC MSCI 464286103 62 3,200 SH   SOLE N/A 3,200 0 0
ISHARES INC MSCI 464286756 18 650 SH   SOLE N/A 650 0 0
ISHARES INC MSCI 464286749 18 570 SH   SOLE N/A 570 0 0
ISHARES INC MSCI 464286814 18 670 SH   SOLE N/A 670 0 0
ISHARES INC MSCI 46434G830 72 2,960 SH   SOLE N/A 2,960 0 0
ISHARES INC MSCI 464286608 14 390 SH   SOLE N/A 390 0 0
ISHARES INC MSCI 46434G822 12 229 SH   SOLE N/A 229 0 0
ISHARES INC MSCI 464286665 5 125 SH   SOLE N/A 125 0 0
CALLON PETE CO DEL COM 13123X102 597 91,800 SH   SOLE N/A 91,800 0 0
ASSOCIATED BANC CORP COM 045487105 588 29,700 SH   SOLE N/A 29,700 0 0
BUNGE LIMITED COM G16962105 588 11,000 SH   SOLE N/A 11,000 0 0
STAAR SURGICAL CO COM 852312305 577 18,100 SH   SOLE N/A 18,100 0 0
HOLOGIC INC COM 436440101 555 13,500 SH   SOLE N/A 13,500 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 504 16,000 SH   SOLE N/A 16,000 0 0
SPDR S AND P 500 ETF TR TR U 78462F103 355 1,425 SH   SOLE N/A 1,425 0 0
D R HORTON INC COM 23331A109 346 10,000 SH   SOLE N/A 10,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 331 4,400 SH   SOLE N/A 4,400 0 0
FEDEX CORP COM 31428X106 306 1,900 SH   SOLE N/A 1,900 0 0
CELANESE CORP DEL COM 150870103 297 3,300 SH   SOLE N/A 3,300 0 0
AZUL S A ADR 05501U106 221 8,000 SH   SOLE N/A 8,000 0 0
WOORI BK ADR 98105T104 190 4,500 SH   SOLE N/A 4,500 0 0
DBX ETF TR XTRA 233051879 61 2,800 SH   SOLE N/A 2,800 0 0