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 54,028 458,108 SH   SOLE N/A 458,108 0 0
ABBOTT LABS COM 002824100 41,114 514,322 SH   SOLE N/A 514,322 0 0
AMAZON COM INC COM 023135106 40,204 22,578 SH   SOLE N/A 22,578 0 0
INTUITIVE SURGICAL INC COM 46120E602 35,861 62,852 SH   SOLE N/A 62,852 0 0
MASTERCARD INC CL A 57636Q104 33,986 144,355 SH   SOLE N/A 144,355 0 0
PAYPAL HLDGS INC COM 70450Y103 33,418 321,801 SH   SOLE N/A 321,801 0 0
SALESFORCE COM INC COM 79466L302 30,711 193,921 SH   SOLE N/A 193,921 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,531 107,300 SH   SOLE N/A 107,300 0 0
ALPHABET INC CAP 02079K305 25,303 21,500 SH   SOLE N/A 21,500 0 0
JPMORGAN CHASE AND CO COM 46625H100 25,039 247,355 SH   SOLE N/A 247,355 0 0
ZOETIS INC CL A 98978V103 24,779 246,140 SH   SOLE N/A 246,140 0 0
NEXTERA ENERGY INC COM 65339F101 24,350 125,960 SH   SOLE N/A 125,960 0 0
SYNOPSYS INC COM 871607107 24,180 210,004 SH   SOLE N/A 210,004 0 0
BANK AMER CORP COM 060505104 23,953 868,180 SH   SOLE N/A 868,180 0 0
PROGRESSIVE CORP OHIO COM 743315103 21,805 302,480 SH   SOLE N/A 302,480 0 0
SUN CMNTYS INC COM 866674104 21,722 183,270 SH   SOLE N/A 183,270 0 0
APPLE INC COM 037833100 21,617 113,800 SH   SOLE N/A 113,800 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 16,026 758,519 SH   SOLE N/A 758,519 0 0
SANTANDER CONSUMER USA HDG I CALL 80283M101 4,859 230,000 SH Call SOLE N/A 230,000 0 0
COSTAR GROUP INC COM 22160N109 20,548 44,056 SH   SOLE N/A 44,056 0 0
NORFOLK SOUTHERN CORP COM 655844108 20,331 108,790 SH   SOLE N/A 108,790 0 0
MONDELEZ INTL INC CL A 609207105 20,312 406,900 SH   SOLE N/A 406,900 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19,182 104,284 SH   SOLE N/A 104,284 0 0
ADVANCED MICRO DEVICES INC COM 007903107 18,205 713,375 SH   SOLE N/A 713,375 0 0
TABLEAU SOFTWARE INC CL A 87336U105 17,413 136,805 SH   SOLE N/A 136,805 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 17,288 215,063 SH   SOLE N/A 215,063 0 0
CAMDEN PPTY TR SH B 133131102 16,384 161,400 SH   SOLE N/A 161,400 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 15,864 157,935 SH   SOLE N/A 157,935 0 0
ROPER TECHNOLOGIES INC COM 776696106 15,803 46,212 SH   SOLE N/A 46,212 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 15,462 21,770 SH   SOLE N/A 21,770 0 0
CME GROUP INC COM 12572Q105 14,367 87,295 SH   SOLE N/A 87,295 0 0
HEICO CORP NEW CL A 422806208 2,102 25,000 SH   SOLE N/A 25,000 0 0
HEICO CORP NEW COM 422806109 11,350 119,648 SH   SOLE N/A 119,648 0 0
AMERICOLD RLTY TR COM 03064D108 13,400 439,150 SH   SOLE N/A 439,150 0 0
INGERSOLL-RAND PLC SHS G47791101 13,303 123,230 SH   SOLE N/A 123,230 0 0
HEALTHEQUITY INC COM 42226A107 13,085 176,870 SH   SOLE N/A 176,870 0 0
COMCAST CORP NEW CL A 20030N101 12,936 323,525 SH   SOLE N/A 323,525 0 0
HONEYWELL INTL INC COM 438516106 12,649 79,600 SH   SOLE N/A 79,600 0 0
BARCLAYS BK PLC IPAT 06746P621 738 25,220 SH   SOLE N/A 25,220 0 0
BARCLAYS BK PLC CALL 06746P621 11,704 400,000 SH Call SOLE N/A 400,000 0 0
MSCI INC COM 55354G100 12,308 61,900 SH   SOLE N/A 61,900 0 0
BOEING CO COM 097023105 12,225 32,050 SH   SOLE N/A 32,050 0 0
LPL FINL HLDGS INC COM 50212V100 12,126 174,055 SH   SOLE N/A 174,055 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 11,771 404,500 SH   SOLE N/A 404,500 0 0
HAEMONETICS CORP COM 405024100 11,744 134,260 SH   SOLE N/A 134,260 0 0
AIR PRODS AND CHEMS INC COM 009158106 11,596 60,720 SH   SOLE N/A 60,720 0 0
IDEXX LABS INC COM 45168D104 11,581 51,800 SH   SOLE N/A 51,800 0 0
FACEBOOK INC CL A 30303M102 11,568 69,400 SH   SOLE N/A 69,400 0 0
FOOT LOCKER INC COM 344849104 11,315 186,700 SH   SOLE N/A 186,700 0 0
NORTHROP GRUMMAN CORP COM 666807102 11,242 41,700 SH   SOLE N/A 41,700 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 10,672 371,600 SH   SOLE N/A 371,600 0 0
VIAVI SOLUTIONS INC COM 925550105 10,333 834,560 SH   SOLE N/A 834,560 0 0
IAC INTERACTIVECORP COM 44919P508 10,273 48,905 SH   SOLE N/A 48,905 0 0
DEVON ENERGY CORP NEW COM 25179M103 10,247 324,700 SH   SOLE N/A 324,700 0 0
NEWMONT MNG CORP COM 651639106 10,223 285,820 SH   SOLE N/A 285,820 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,958 58,400 SH   SOLE N/A 58,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 9,844 85,880 SH   SOLE N/A 85,880 0 0
BURLINGTON STORES INC COM 122017106 9,699 61,900 SH   SOLE N/A 61,900 0 0
ELECTRONIC ARTS INC COM 285512109 9,052 89,075 SH   SOLE N/A 89,075 0 0
ALIGN TECHNOLOGY INC COM 016255101 9,041 31,800 SH   SOLE N/A 31,800 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 8,905 190,700 SH   SOLE N/A 190,700 0 0
CIENA CORP COM 171779309 8,827 236,400 SH   SOLE N/A 236,400 0 0
MASCO CORP COM 574599106 8,665 220,400 SH   SOLE N/A 220,400 0 0
ISHARES TR MSCI 46429B598 69 1,940 SH   SOLE N/A 1,940 0 0
ISHARES TR MSCI 46435G334 147 4,443 SH   SOLE N/A 4,443 0 0
ISHARES TR RUSS 464287655 118 765 SH   SOLE N/A 765 0 0
ISHARES TR ETF 464287408 834 7,400 SH   SOLE N/A 7,400 0 0
ISHARES TR RUS 464287630 924 7,700 SH   SOLE N/A 7,700 0 0
ISHARES TR 20 Y 464287432 2,852 22,550 SH   SOLE N/A 22,550 0 0
ISHARES TR CORE 46434V738 239 5,220 SH   SOLE N/A 5,220 0 0
ISHARES TR BARC 464287440 2,917 27,350 SH   SOLE N/A 27,350 0 0
ETSY INC COM 29786A106 7,781 115,750 SH   SOLE N/A 115,750 0 0
NOMAD FOODS LTD USD G6564A105 7,465 365,000 SH   SOLE N/A 365,000 0 0
WASTE CONNECTIONS INC COM 94106B101 7,436 83,950 SH   SOLE N/A 83,950 0 0
ADOBE INC COM 00724F101 7,294 27,370 SH   SOLE N/A 27,370 0 0
WPX ENERGY INC COM 98212B103 7,181 547,660 SH   SOLE N/A 547,660 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 6,973 72,460 SH   SOLE N/A 72,460 0 0
PROTO LABS INC COM 743713109 6,847 65,120 SH   SOLE N/A 65,120 0 0
RALPH LAUREN CORP CL A 751212101 6,602 50,900 SH   SOLE N/A 50,900 0 0
SHERWIN WILLIAMS CO COM 824348106 6,330 14,700 SH   SOLE N/A 14,700 0 0
WEBSTER FINL CORP CONN COM 947890109 6,309 124,500 SH   SOLE N/A 124,500 0 0
L3 TECHNOLOGIES INC COM 502413107 6,064 29,380 SH   SOLE N/A 29,380 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 6,033 22,355 SH   SOLE N/A 22,355 0 0
E TRADE FINANCIAL CORP COM 269246401 5,618 121,000 SH   SOLE N/A 121,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,091 25,500 SH   SOLE N/A 25,500 0 0
NVIDIA CORP CALL 67066G104 5,028 28,000 SH Call SOLE N/A 28,000 0 0
DOVER CORP COM 260003108 4,878 52,000 SH   SOLE N/A 52,000 0 0
VULCAN MATLS CO COM 929160109 4,867 41,100 SH   SOLE N/A 41,100 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,762 50,460 SH   SOLE N/A 50,460 0 0
POST HLDGS INC COM 737446104 4,727 43,200 SH   SOLE N/A 43,200 0 0
CLEVELAND CLIFFS INC COM 185899101 4,707 471,100 SH   SOLE N/A 471,100 0 0
ANADARKO PETE CORP COM 032511107 4,475 98,400 SH   SOLE N/A 98,400 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,268 67,200 SH   SOLE N/A 67,200 0 0
HOME DEPOT INC COM 437076102 4,085 21,290 SH   SOLE N/A 21,290 0 0
MORGAN STANLEY COM 617446448 3,811 90,300 SH   SOLE N/A 90,300 0 0
VANECK VECTORS ETF TR JR G 92189F791 3,585 113,000 SH   SOLE N/A 113,000 0 0
VANECK VECTORS ETF TR RUSS 92189F403 66 3,200 SH   SOLE N/A 3,200 0 0
BALL CORP COM 058498106 3,536 61,100 SH   SOLE N/A 61,100 0 0
PRA HEALTH SCIENCES INC COM 69354M108 3,407 30,900 SH   SOLE N/A 30,900 0 0
GLAUKOS CORP COM 377322102 3,237 41,300 SH   SOLE N/A 41,300 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 3,134 24,660 SH   SOLE N/A 24,660 0 0
TJX COS INC NEW COM 872540109 3,087 58,025 SH   SOLE N/A 58,025 0 0
AZUL S A ADR 05501U106 2,877 98,500 SH   SOLE N/A 98,500 0 0
CAREDX INC COM 14167L103 2,852 90,500 SH   SOLE N/A 90,500 0 0
SAGE THERAPEUTICS INC COM 78667J108 2,721 17,105 SH   SOLE N/A 17,105 0 0
ERICSSON ADR 294821608 2,593 282,500 SH   SOLE N/A 282,500 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 2,581 24,900 SH   SOLE N/A 24,900 0 0
CRANE CO COM 224399105 2,470 29,200 SH   SOLE N/A 29,200 0 0
LULULEMON ATHLETICA INC COM 550021109 2,032 12,400 SH   SOLE N/A 12,400 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,976 36,200 SH   SOLE N/A 36,200 0 0
WALMART INC COM 931142103 1,971 20,200 SH   SOLE N/A 20,200 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 1,965 34,259 SH   SOLE N/A 34,259 0 0
PROSHARES TR INVT 74347B607 1,305 17,590 SH   SOLE N/A 17,590 0 0
PROSHARES TR HGH 74348A541 638 9,670 SH   SOLE N/A 9,670 0 0
PENUMBRA INC COM 70975L107 1,921 13,070 SH   SOLE N/A 13,070 0 0
FIRST BANCORP P R COM 318672706 1,765 154,060 SH   SOLE N/A 154,060 0 0
REINSURANCE GRP OF AMERICA I COM 759351604 1,657 11,680 SH   SOLE N/A 11,680 0 0
GARDNER DENVER HLDGS INC COM 36555P107 1,637 58,900 SH   SOLE N/A 58,900 0 0
TRANSDIGM GROUP INC COM 893641100 1,634 3,600 SH   SOLE N/A 3,600 0 0
ISHARES US ETF TR IT R 46431W606 1,628 18,210 SH   SOLE N/A 18,210 0 0
GENERAL MTRS CO COM 37045V100 1,607 43,300 SH   SOLE N/A 43,300 0 0
MSA SAFETY INC COM 553498106 1,583 15,300 SH   SOLE N/A 15,300 0 0
DOLBY LABORATORIES INC COM 25659T107 1,577 25,050 SH   SOLE N/A 25,050 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,520 47,400 SH   SOLE N/A 47,400 0 0
FIVE BELOW INC COM 33829M101 1,475 11,880 SH   SOLE N/A 11,880 0 0
SPDR GOLD TRUST GOLD 78463V107 232 1,900 SH   SOLE N/A 1,900 0 0
SPDR GOLD TRUST CALL 78463V107 1,220 10,000 SH Call SOLE N/A 10,000 0 0
ASSOCIATED BANC CORP COM 045487105 1,444 67,600 SH   SOLE N/A 67,600 0 0
FORTINET INC COM 34959E109 1,431 17,050 SH   SOLE N/A 17,050 0 0
GREEN DOT CORP CL A 39304D102 1,421 23,440 SH   SOLE N/A 23,440 0 0
INOGEN INC COM 45780L104 1,345 14,100 SH   SOLE N/A 14,100 0 0
TENET HEALTHCARE CORP COM 88033G407 1,298 45,000 SH   SOLE N/A 45,000 0 0
BOOT BARN HLDGS INC COM 099406100 1,280 43,480 SH   SOLE N/A 43,480 0 0
KORN FERRY COM 500643200 1,271 28,400 SH   SOLE N/A 28,400 0 0
AMERICAN ASSETS TR INC COM 024013104 1,247 27,180 SH   SOLE N/A 27,180 0 0
NEW RELIC INC COM 64829B100 1,233 12,500 SH   SOLE N/A 12,500 0 0
DOUGLAS EMMETT INC COM 25960P109 1,201 29,700 SH   SOLE N/A 29,700 0 0
LAMB WESTON HLDGS INC COM 513272104 1,199 16,000 SH   SOLE N/A 16,000 0 0
AXON ENTERPRISE INC COM 05464C101 1,197 22,000 SH   SOLE N/A 22,000 0 0
MDC PARTNERS INC CL A 552697104 1,126 500,000 SH   SOLE N/A 500,000 0 0
MATCH GROUP INC COM 57665R106 1,058 18,700 SH   SOLE N/A 18,700 0 0
PLURALSIGHT INC COM 72941B106 1,013 31,900 SH   SOLE N/A 31,900 0 0
ENCANA CORP COM 292505104 991 137,000 SH   SOLE N/A 137,000 0 0
COGNEX CORP COM 192422103 984 19,350 SH   SOLE N/A 19,350 0 0
SPDR S AND P 500 ETF TR TR U 78462F103 476 1,685 SH   SOLE N/A 1,685 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 448 1,600 SH Put SOLE N/A 1,600 0 0
HOULIHAN LOKEY INC CL A 441593100 834 18,200 SH   SOLE N/A 18,200 0 0
CHEMOURS CO COM 163851108 773 20,800 SH   SOLE N/A 20,800 0 0
INVESCO DB MLTI SECTR CMMTY AGRI 46140H106 77 4,650 SH   SOLE N/A 4,650 0 0
INVESCO DB MLTI SECTR CMMTY BASE 46140H700 422 24,780 SH   SOLE N/A 24,780 0 0
INVESCO DB MLTI SECTR CMMTY ENER 46140H304 270 18,370 SH   SOLE N/A 18,370 0 0
FALCON MINERALS CORP CL A 30607B109 747 84,500 SH   SOLE N/A 84,500 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 738 647,200 SH   SOLE N/A 647,200 0 0
ISHARES INC MSCI 464286780 69 1,310 SH   SOLE N/A 1,310 0 0
ISHARES INC MSCI 464286806 81 3,000 SH   SOLE N/A 3,000 0 0
ISHARES INC MSCI 464286400 67 1,650 SH   SOLE N/A 1,650 0 0
ISHARES INC MSCI 464286871 87 3,330 SH   SOLE N/A 3,330 0 0
ISHARES INC MSCI 464286707 81 2,760 SH   SOLE N/A 2,760 0 0
ISHARES INC MSCI 464286822 67 1,550 SH   SOLE N/A 1,550 0 0
ISHARES INC MSCI 464286764 19 680 SH   SOLE N/A 680 0 0
ISHARES INC MSCI 464286103 88 4,070 SH   SOLE N/A 4,070 0 0
ISHARES INC MSCI 464286756 20 660 SH   SOLE N/A 660 0 0
ISHARES INC MSCI 464286749 20 570 SH   SOLE N/A 570 0 0
ISHARES INC MSCI 464286814 20 680 SH   SOLE N/A 680 0 0
ISHARES INC MSCI 46434G830 81 2,910 SH   SOLE N/A 2,910 0 0
ISHARES INC MSCI 464286608 15 390 SH   SOLE N/A 390 0 0
ISHARES INC MSCI 46434G822 13 229 SH   SOLE N/A 229 0 0
ISHARES INC MSCI 464286665 6 125 SH   SOLE N/A 125 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 381 25,000 SH   SOLE N/A 25,000 0 0
LINDBLAD EXPEDITIONS HLDGS I *W E 535219117 352 77,000 SH   SOLE N/A 77,000 0 0
ZAYO GROUP HLDGS INC COM 98919V105 732 25,750 SH   SOLE N/A 25,750 0 0
TELECOM ITALIA S P A NEW ADR 87927Y201 700 123,000 SH   SOLE N/A 123,000 0 0
CALLON PETE CO DEL COM 13123X102 669 88,600 SH   SOLE N/A 88,600 0 0
SAIA INC COM 78709Y105 666 10,900 SH   SOLE N/A 10,900 0 0
HOLOGIC INC COM 436440101 653 13,500 SH   SOLE N/A 13,500 0 0
STAAR SURGICAL CO COM 852312305 603 17,600 SH   SOLE N/A 17,600 0 0
BUNGE LIMITED COM G16962105 584 11,000 SH   SOLE N/A 11,000 0 0
WINGSTOP INC COM 974155103 426 5,600 SH   SOLE N/A 5,600 0 0
NORTHERN TR CORP COM 665859104 416 4,600 SH   SOLE N/A 4,600 0 0
D R HORTON INC COM 23331A109 414 10,000 SH   SOLE N/A 10,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 335 4,400 SH   SOLE N/A 4,400 0 0
SUNOPTA INC COM 8676EP108 311 90,000 SH   SOLE N/A 90,000 0 0
CBRE GROUP INC CL A 12504L109 242 4,900 SH   SOLE N/A 4,900 0 0
M AND T BK CORP COM 55261F104 205 1,300 SH   SOLE N/A 1,300 0 0
PG AND E CORP COM 69331C108 153 8,600 SH   SOLE N/A 8,600 0 0
DBX ETF TR XTRA 233051879 69 2,390 SH   SOLE N/A 2,390 0 0