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 61,377 458,173 SH   SOLE N/A 458,173 0 0
AMAZON COM INC COM 023135106 42,593 22,494 SH   SOLE N/A 22,494 0 0
ABBOTT LABS COM 002824100 41,931 498,572 SH   SOLE N/A 498,572 0 0
MASTERCARD INC CL A 57636Q104 39,787 150,410 SH   SOLE N/A 150,410 0 0
PAYPAL HLDGS INC COM 70450Y103 35,478 309,976 SH   SOLE N/A 309,976 0 0
INTUITIVE SURGICAL INC COM 46120E602 32,681 62,302 SH   SOLE N/A 62,302 0 0
SALESFORCE COM INC COM 79466L302 32,671 215,326 SH   SOLE N/A 215,326 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,322 31,100 SH   SOLE N/A 31,100 0 0
AGILENT TECHNOLOGIES INC CALL 00846U101 28,225 378,000 SH Call SOLE N/A 378,000 0 0
JPMORGAN CHASE AND CO COM 46625H100 28,346 253,525 SH   SOLE N/A 253,525 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 27,259 148,639 SH   SOLE N/A 148,639 0 0
ZOETIS INC CL A 98978V103 26,823 236,340 SH   SOLE N/A 236,340 0 0
IQVIA HLDGS INC COM 46266C105 26,789 166,505 SH   SOLE N/A 166,505 0 0
DISNEY WALT CO COM 254687106 26,730 191,415 SH   SOLE N/A 191,415 0 0
BANK AMER CORP COM 060505104 25,313 872,900 SH   SOLE N/A 872,900 0 0
NEXTERA ENERGY INC COM 65339F101 23,970 117,000 SH   SOLE N/A 117,000 0 0
PROGRESSIVE CORP OHIO COM 743315103 23,963 299,780 SH   SOLE N/A 299,780 0 0
COSTAR GROUP INC COM 22160N109 23,177 41,836 SH   SOLE N/A 41,836 0 0
SYNOPSYS INC COM 871607107 22,550 175,235 SH   SOLE N/A 175,235 0 0
APPLE INC COM 037833100 22,167 112,000 SH   SOLE N/A 112,000 0 0
SUN CMNTYS INC COM 866674104 21,860 170,530 SH   SOLE N/A 170,530 0 0
MONDELEZ INTL INC CL A 609207105 21,403 397,100 SH   SOLE N/A 397,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 21,132 86,600 SH   SOLE N/A 86,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107 20,439 672,925 SH   SOLE N/A 672,925 0 0
FACEBOOK INC CL A 30303M102 20,169 104,500 SH   SOLE N/A 104,500 0 0
NORFOLK SOUTHERN CORP COM 655844108 18,807 94,350 SH   SOLE N/A 94,350 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 18,322 764,709 SH   SOLE N/A 764,709 0 0
SPDR SERIES TRUST CALL 78464A714 17,795 420,000 SH Call SOLE N/A 420,000 0 0
CME GROUP INC COM 12572Q105 17,450 89,900 SH   SOLE N/A 89,900 0 0
ROPER TECHNOLOGIES INC COM 776696106 17,206 46,975 SH   SOLE N/A 46,975 0 0
CAMDEN PPTY TR SH B 133131102 16,278 155,920 SH   SOLE N/A 155,920 0 0
HAEMONETICS CORP COM 405024100 16,089 133,700 SH   SOLE N/A 133,700 0 0
HEICO CORP NEW COM 422806109 15,815 118,188 SH   SOLE N/A 118,188 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,623 53,200 SH   SOLE N/A 53,200 0 0
TABLEAU SOFTWARE INC CL A 87336U105 15,217 91,650 SH   SOLE N/A 91,650 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 14,866 152,235 SH   SOLE N/A 152,235 0 0
INGERSOLL-RAND PLC SHS G47791101 14,617 115,400 SH   SOLE N/A 115,400 0 0
ELECTRONIC ARTS INC COM 285512109 14,172 139,950 SH   SOLE N/A 139,950 0 0
IDEXX LABS INC COM 45168D104 13,903 50,500 SH   SOLE N/A 50,500 0 0
HONEYWELL INTL INC COM 438516106 13,689 78,400 SH   SOLE N/A 78,400 0 0
ENERGY TRANSFER LP COM 29273V100 13,376 949,900 SH   SOLE N/A 949,900 0 0
AMERICOLD RLTY TR COM 03064D108 13,266 409,250 SH   SOLE N/A 409,250 0 0
IAC INTERACTIVECORP COM 44919P508 13,005 59,775 SH   SOLE N/A 59,775 0 0
TEMPUR SEALY INTL INC COM 88023U101 12,696 173,050 SH   SOLE N/A 173,050 0 0
MSCI INC COM 55354G100 12,580 52,675 SH   SOLE N/A 52,675 0 0
BLACKSTONE GROUP L P COM 09253U108 12,518 281,800 SH   SOLE N/A 281,800 0 0
BARCLAYS BK PLC IPAT 06746P621 1,937 74,500 SH   SOLE N/A 74,500 0 0
BARCLAYS BK PLC CALL 06746P621 10,400 400,000 SH Call SOLE N/A 400,000 0 0
NORTHROP GRUMMAN CORP COM 666807102 12,310 38,100 SH   SOLE N/A 38,100 0 0
ETSY INC COM 29786A106 12,155 198,050 SH   SOLE N/A 198,050 0 0
AXALTA COATING SYS LTD COM G0750C108 11,813 396,800 SH   SOLE N/A 396,800 0 0
AIR PRODS AND CHEMS INC COM 009158106 11,726 51,800 SH   SOLE N/A 51,800 0 0
CIENA CORP COM 171779309 11,412 277,450 SH   SOLE N/A 277,450 0 0
VIAVI SOLUTIONS INC COM 925550105 10,761 809,560 SH   SOLE N/A 809,560 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,911 64,300 SH   SOLE N/A 64,300 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 9,765 80,550 SH   SOLE N/A 80,550 0 0
MASCO CORP COM 574599106 9,569 243,900 SH   SOLE N/A 243,900 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 9,533 183,000 SH   SOLE N/A 183,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,453 12,900 SH   SOLE N/A 12,900 0 0
QUALCOMM INC COM 747525103 9,383 123,325 SH   SOLE N/A 123,325 0 0
MOTOROLA SOLUTIONS INC COM 620076307 8,937 53,600 SH   SOLE N/A 53,600 0 0
BURLINGTON STORES INC COM 122017106 8,506 50,000 SH   SOLE N/A 50,000 0 0
DEVON ENERGY CORP NEW COM 25179M103 8,413 295,000 SH   SOLE N/A 295,000 0 0
BOEING CO COM 097023105 8,089 22,220 SH   SOLE N/A 22,220 0 0
ADOBE INC COM 00724F101 7,947 26,970 SH   SOLE N/A 26,970 0 0
ITT INC COM 45073V108 7,846 119,800 SH   SOLE N/A 119,800 0 0
DOVER CORP COM 260003108 7,636 76,200 SH   SOLE N/A 76,200 0 0
WASTE CONNECTIONS INC COM 94106B101 7,451 77,950 SH   SOLE N/A 77,950 0 0
L3 TECHNOLOGIES INC COM 502413107 7,038 28,710 SH   SOLE N/A 28,710 0 0
ISHARES TR MSCI 46429B598 83 2,370 SH   SOLE N/A 2,370 0 0
ISHARES TR MSCI 46435G334 173 5,341 SH   SOLE N/A 5,341 0 0
ISHARES TR RUSS 464287655 144 928 SH   SOLE N/A 928 0 0
ISHARES TR ETF 464287408 652 5,600 SH   SOLE N/A 5,600 0 0
ISHARES TR RUS 464287630 699 5,800 SH   SOLE N/A 5,800 0 0
ISHARES TR 20 Y 464287432 2,623 19,750 SH   SOLE N/A 19,750 0 0
ISHARES TR CORE 46434V738 328 7,040 SH   SOLE N/A 7,040 0 0
ISHARES TR BARC 464287440 2,124 19,300 SH   SOLE N/A 19,300 0 0
ALIGN TECHNOLOGY INC COM 016255101 6,822 24,930 SH   SOLE N/A 24,930 0 0
NOMAD FOODS LTD USD G6564A105 6,814 319,000 SH   SOLE N/A 319,000 0 0
TRADEWEB MKTS INC CL A 892672106 6,730 153,600 SH   SOLE N/A 153,600 0 0
TYSON FOODS INC CL A 902494103 6,693 82,900 SH   SOLE N/A 82,900 0 0
KINSALE CAP GROUP INC COM 49714P108 6,312 69,000 SH   SOLE N/A 69,000 0 0
WPX ENERGY INC COM 98212B103 6,213 539,860 SH   SOLE N/A 539,860 0 0
FIRSTENERGY CORP COM 337932107 5,757 134,500 SH   SOLE N/A 134,500 0 0
VULCAN MATLS CO COM 929160109 5,547 40,400 SH   SOLE N/A 40,400 0 0
LPL FINL HLDGS INC COM 50212V100 5,407 66,270 SH   SOLE N/A 66,270 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,057 22,500 SH   SOLE N/A 22,500 0 0
ALIBABA GROUP HLDG LTD SPON 01609W102 5,015 29,600 SH   SOLE N/A 29,600 0 0
ALPHABET INC CAP 02079K305 4,938 4,560 SH   SOLE N/A 4,560 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 4,920 38,500 SH   SOLE N/A 38,500 0 0
D R HORTON INC COM 23331A109 4,636 107,500 SH   SOLE N/A 107,500 0 0
MORGAN STANLEY COM 617446448 4,485 102,400 SH   SOLE N/A 102,400 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,458 39,270 SH   SOLE N/A 39,270 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,370 61,730 SH   SOLE N/A 61,730 0 0
FIVE BELOW INC COM 33829M101 4,342 36,180 SH   SOLE N/A 36,180 0 0
VANECK VECTORS ETF TR JR G 92189F791 3,950 113,000 SH   SOLE N/A 113,000 0 0
VANECK VECTORS ETF TR RUSS 92189F403 82 3,480 SH   SOLE N/A 3,480 0 0
WALMART INC COM 931142103 3,977 36,000 SH   SOLE N/A 36,000 0 0
POST HLDGS INC COM 737446104 3,918 37,700 SH   SOLE N/A 37,700 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 3,883 25,740 SH   SOLE N/A 25,740 0 0
ERICSSON ADR 294821608 3,850 405,200 SH   SOLE N/A 405,200 0 0
GLAUKOS CORP COM 377322102 3,699 49,050 SH   SOLE N/A 49,050 0 0
BALL CORP COM 058498106 3,612 51,600 SH   SOLE N/A 51,600 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,179 24,900 SH   SOLE N/A 24,900 0 0
CAREDX INC COM 14167L103 3,114 86,500 SH   SOLE N/A 86,500 0 0
SAGE THERAPEUTICS INC COM 78667J108 3,109 16,986 SH   SOLE N/A 16,986 0 0
TJX COS INC NEW COM 872540109 2,989 56,525 SH   SOLE N/A 56,525 0 0
PRA HEALTH SCIENCES INC COM 69354M108 2,905 29,300 SH   SOLE N/A 29,300 0 0
GODADDY INC CL A 380237107 2,677 38,150 SH   SOLE N/A 38,150 0 0
TWITTER INC COM 90184L102 2,576 73,800 SH   SOLE N/A 73,800 0 0
PROSHARES TR INVT 74347B607 1,611 21,430 SH   SOLE N/A 21,430 0 0
PROSHARES TR HGH 74348A541 964 14,670 SH   SOLE N/A 14,670 0 0
POSTAL REALTY TRUST INC CL A 73757R102 2,363 150,000 SH   SOLE N/A 150,000 0 0
MICRON TECHNOLOGY INC COM 595112103 2,291 59,400 SH   SOLE N/A 59,400 0 0
FIRST BANCORP P R COM 318672706 2,245 203,360 SH   SOLE N/A 203,360 0 0
LULULEMON ATHLETICA INC COM 550021109 2,234 12,400 SH   SOLE N/A 12,400 0 0
TEGNA INC COM 87901J105 2,148 141,800 SH   SOLE N/A 141,800 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 2,147 20,960 SH   SOLE N/A 20,960 0 0
PENUMBRA INC COM 70975L107 2,102 13,140 SH   SOLE N/A 13,140 0 0
E TRADE FINANCIAL CORP COM 269246401 1,983 44,470 SH   SOLE N/A 44,470 0 0
ISHARES US ETF TR IT R 46431W606 1,957 22,060 SH   SOLE N/A 22,060 0 0
GARDNER DENVER HLDGS INC COM 36555P107 1,903 55,000 SH   SOLE N/A 55,000 0 0
REINSURANCE GRP OF AMERICA I COM 759351604 1,819 11,650 SH   SOLE N/A 11,650 0 0
HEALTHEQUITY INC COM 42226A107 1,777 27,170 SH   SOLE N/A 27,170 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,758 52,000 SH   SOLE N/A 52,000 0 0
TRANSDIGM GROUP INC COM 893641100 1,742 3,600 SH   SOLE N/A 3,600 0 0
GENERAL MTRS CO COM 37045V100 1,669 43,300 SH   SOLE N/A 43,300 0 0
MDC PARTNERS INC CL A 552697104 1,655 656,743 SH   SOLE N/A 656,743 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 1,615 34,259 SH   SOLE N/A 34,259 0 0
DOLBY LABORATORIES INC COM 25659T107 1,603 24,800 SH   SOLE N/A 24,800 0 0
GAMESTOP CORP NEW CL A 36467W109 243 44,500 SH   SOLE N/A 44,500 0 0
GAMESTOP CORP NEW CALL 36467W109 1,314 240,000 SH Call SOLE N/A 240,000 0 0
BOOT BARN HLDGS INC COM 099406100 1,549 43,460 SH   SOLE N/A 43,460 0 0
EASTGROUP PPTY INC COM 277276101 1,520 13,100 SH   SOLE N/A 13,100 0 0
BIO TECHNE CORP COM 09073M104 1,502 7,200 SH   SOLE N/A 7,200 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 1,467 73,200 SH   SOLE N/A 73,200 0 0
AXON ENTERPRISE INC COM 05464C101 1,442 22,480 SH   SOLE N/A 22,480 0 0
CRANE CO COM 224399105 1,441 17,260 SH   SOLE N/A 17,260 0 0
INVESCO DB MLTI SECTR CMMTY AGRI 46140H106 97 5,850 SH   SOLE N/A 5,850 0 0
INVESCO DB MLTI SECTR CMMTY BASE 46140H700 675 43,600 SH   SOLE N/A 43,600 0 0
INVESCO DB MLTI SECTR CMMTY ENER 46140H304 657 46,330 SH   SOLE N/A 46,330 0 0
MOHAWK INDS INC COM 608190104 1,399 9,500 SH   SOLE N/A 9,500 0 0
PLURALSIGHT INC COM 72941B106 1,292 42,600 SH   SOLE N/A 42,600 0 0
MATCH GROUP INC COM 57665R106 1,229 18,260 SH   SOLE N/A 18,260 0 0
AMERICAN ASSETS TR INC COM 024013104 1,167 24,780 SH   SOLE N/A 24,780 0 0
DECKERS OUTDOOR CORP COM 243537107 1,144 6,500 SH   SOLE N/A 6,500 0 0
NICE LTD ADR 653656108 1,083 7,900 SH   SOLE N/A 7,900 0 0
LAMB WESTON HLDGS INC COM 513272104 1,070 16,900 SH   SOLE N/A 16,900 0 0
C H ROBINSON WORLDWIDE INC PUT 12541W209 1,054 12,500 SH Put SOLE N/A 12,500 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,025 16,070 SH   SOLE N/A 16,070 0 0
EVERBRIDGE INC COM 29978A104 975 10,900 SH   SOLE N/A 10,900 0 0
INOGEN INC COM 45780L104 922 13,800 SH   SOLE N/A 13,800 0 0
COGNEX CORP COM 192422103 911 19,000 SH   SOLE N/A 19,000 0 0
PROTO LABS INC COM 743713109 840 7,240 SH   SOLE N/A 7,240 0 0
ISHARES INC MSCI 464286780 85 1,550 SH   SOLE N/A 1,550 0 0
ISHARES INC MSCI 464286806 77 2,760 SH   SOLE N/A 2,760 0 0
ISHARES INC MSCI 464286400 82 1,890 SH   SOLE N/A 1,890 0 0
ISHARES INC MSCI 464286871 99 3,840 SH   SOLE N/A 3,840 0 0
ISHARES INC MSCI 464286707 77 2,500 SH   SOLE N/A 2,500 0 0
ISHARES INC MSCI 464286822 83 1,930 SH   SOLE N/A 1,930 0 0
ISHARES INC MSCI 464286764 19 660 SH   SOLE N/A 660 0 0
ISHARES INC MSCI 464286103 100 4,420 SH   SOLE N/A 4,420 0 0
ISHARES INC MSCI 464286756 19 620 SH   SOLE N/A 620 0 0
ISHARES INC MSCI 464286749 19 510 SH   SOLE N/A 510 0 0
ISHARES INC MSCI 464286814 19 630 SH   SOLE N/A 630 0 0
ISHARES INC MSCI 46434G830 78 2,820 SH   SOLE N/A 2,820 0 0
ISHARES INC MSCI 464286608 23 579 SH   SOLE N/A 579 0 0
ISHARES INC MSCI 46434G822 19 340 SH   SOLE N/A 340 0 0
ISHARES INC MSCI 464286665 9 186 SH   SOLE N/A 186 0 0
SERVICENOW INC COM 81762P102 796 2,900 SH   SOLE N/A 2,900 0 0
ASSOCIATED BANC CORP COM 045487105 791 37,400 SH   SOLE N/A 37,400 0 0
SAIA INC COM 78709Y105 761 11,760 SH   SOLE N/A 11,760 0 0
GENERAC HLDGS INC COM 368736104 757 10,900 SH   SOLE N/A 10,900 0 0
SEAWORLD ENTMT INC COM 81282V100 734 23,700 SH   SOLE N/A 23,700 0 0
TECHTARGET INC COM 87874R100 634 29,800 SH   SOLE N/A 29,800 0 0
TELECOM ITALIA S P A NEW ADR 87927Y201 632 123,000 SH   SOLE N/A 123,000 0 0
SPDR S AND P 500 ETF TR TR U 78462F103 567 1,934 SH   SOLE N/A 1,934 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 58 200 SH Put SOLE N/A 200 0 0
BUNGE LIMITED COM G16962105 613 11,000 SH   SOLE N/A 11,000 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 538 633,152 SH   SOLE N/A 633,152 0 0
WINGSTOP INC COM 974155103 531 5,600 SH   SOLE N/A 5,600 0 0
ENCANA CORP COM 292505104 522 101,800 SH   SOLE N/A 101,800 0 0
NORTHERN OIL AND GAS INC NEV COM 665531109 510 263,900 SH   SOLE N/A 263,900 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 481 31,000 SH   SOLE N/A 31,000 0 0
ROGERS CORP COM 775133101 465 2,700 SH   SOLE N/A 2,700 0 0
YUNJI INC ADS 98873N107 396 35,000 SH   SOLE N/A 35,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 352 4,100 SH   SOLE N/A 4,100 0 0
SUNOPTA INC COM 8676EP108 296 90,000 SH   SOLE N/A 90,000 0 0
CLEVELAND CLIFFS INC COM 185899101 184 17,200 SH   SOLE N/A 17,200 0 0
CENOVUS ENERGY INC COM 15135U109 123 13,900 SH   SOLE N/A 13,900 0 0
SPDR GOLD TRUST GOLD 78463V107 91 680 SH   SOLE N/A 680 0 0
DBX ETF TR XTRA 233051879 82 2,920 SH   SOLE N/A 2,920 0 0