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 60,840 437,604 SH   SOLE N/A 437,604 0 0
BARCLAYS BK PLC IPAT 06746P621 4,677 197,000 SH   SOLE N/A 197,000 0 0
BARCLAYS BK PLC PUT 06746P621 38,459 1,620,000 SH Put SOLE N/A 1,620,000 0 0
BARCLAYS BK PLC CALL 06746P621 11,399 480,200 SH Call SOLE N/A 480,200 0 0
MASTERCARD INC CL A 57636Q104 39,627 145,915 SH   SOLE N/A 145,915 0 0
ABBOTT LABS COM 002824100 38,380 458,697 SH   SOLE N/A 458,697 0 0
AMAZON COM INC COM 023135106 37,026 21,329 SH   SOLE N/A 21,329 0 0
PAYPAL HLDGS INC COM 70450Y103 31,668 305,726 SH   SOLE N/A 305,726 0 0
SALESFORCE COM INC COM 79466L302 28,327 190,833 SH   SOLE N/A 190,833 0 0
ZOETIS INC CL A 98978V103 27,974 224,515 SH   SOLE N/A 224,515 0 0
APPLE INC COM 037833100 26,718 119,300 SH   SOLE N/A 119,300 0 0
INTUITIVE SURGICAL INC COM 46120E602 26,652 49,363 SH   SOLE N/A 49,363 0 0
DISNEY WALT CO COM 254687106 26,611 204,200 SH   SOLE N/A 204,200 0 0
IQVIA HLDGS INC COM 46266C105 26,097 174,700 SH   SOLE N/A 174,700 0 0
JPMORGAN CHASE AND CO COM 46625H100 25,285 214,825 SH   SOLE N/A 214,825 0 0
BANK AMER CORP COM 060505104 24,563 842,000 SH   SOLE N/A 842,000 0 0
SUN CMNTYS INC COM 866674104 24,219 163,150 SH   SOLE N/A 163,150 0 0
NEXTERA ENERGY INC COM 65339F101 22,831 98,000 SH   SOLE N/A 98,000 0 0
COSTAR GROUP INC COM 22160N109 22,685 38,241 SH   SOLE N/A 38,241 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 22,533 133,000 SH   SOLE N/A 133,000 0 0
ALPHABET INC CAP 02079K305 22,346 18,300 SH   SOLE N/A 18,300 0 0
MONDELEZ INTL INC CL A 609207105 21,896 395,800 SH   SOLE N/A 395,800 0 0
PROGRESSIVE CORP OHIO COM 743315103 19,513 252,580 SH   SOLE N/A 252,580 0 0
SYNOPSYS INC COM 871607107 19,279 140,436 SH   SOLE N/A 140,436 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 18,096 62,130 SH   SOLE N/A 62,130 0 0
CME GROUP INC COM 12572Q105 17,584 83,200 SH   SOLE N/A 83,200 0 0
FACEBOOK INC CL A 30303M102 16,312 91,600 SH   SOLE N/A 91,600 0 0
NORFOLK SOUTHERN CORP COM 655844108 16,152 89,900 SH   SOLE N/A 89,900 0 0
ADVANCED MICRO DEVICES INC COM 007903107 16,080 554,600 SH   SOLE N/A 554,600 0 0
HAEMONETICS CORP COM 405024100 15,875 125,840 SH   SOLE N/A 125,840 0 0
INGERSOLL-RAND PLC SHS G47791101 15,779 128,075 SH   SOLE N/A 128,075 0 0
CAMDEN PPTY TR SH B 133131102 15,675 141,200 SH   SOLE N/A 141,200 0 0
ETSY INC COM 29786A106 10,560 186,900 SH   SOLE N/A 186,900 0 0
ETSY INC CALL 29786A106 5,086 90,000 SH Call SOLE N/A 90,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 14,781 41,450 SH   SOLE N/A 41,450 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 14,600 70,450 SH   SOLE N/A 70,450 0 0
HEICO CORP NEW COM 422806109 14,006 112,168 SH   SOLE N/A 112,168 0 0
AMERICOLD RLTY TR COM 03064D108 13,649 368,150 SH   SOLE N/A 368,150 0 0
NORTHROP GRUMMAN CORP COM 666807102 13,417 35,800 SH   SOLE N/A 35,800 0 0
IAC INTERACTIVECORP COM 44919P508 13,315 61,090 SH   SOLE N/A 61,090 0 0
BLACKSTONE GROUP INC COM 09260D107 13,126 268,800 SH   SOLE N/A 268,800 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 13,070 135,165 SH   SOLE N/A 135,165 0 0
IDEXX LABS INC COM 45168D104 12,862 47,300 SH   SOLE N/A 47,300 0 0
COCA COLA CO COM 191216100 12,841 235,900 SH   SOLE N/A 235,900 0 0
HONEYWELL INTL INC COM 438516106 12,606 74,500 SH   SOLE N/A 74,500 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,833 54,450 SH   SOLE N/A 54,450 0 0
AXALTA COATING SYS LTD COM G0750C108 11,558 383,400 SH   SOLE N/A 383,400 0 0
VIAVI SOLUTIONS INC COM 925550105 10,486 748,760 SH   SOLE N/A 748,760 0 0
AIR PRODS AND CHEMS INC COM 009158106 10,404 46,900 SH   SOLE N/A 46,900 0 0
KINSALE CAP GROUP INC COM 49714P108 10,401 100,650 SH   SOLE N/A 100,650 0 0
LPL FINL HLDGS INC COM 50212V100 10,383 126,780 SH   SOLE N/A 126,780 0 0
TYSON FOODS INC CL A 902494103 10,225 118,700 SH   SOLE N/A 118,700 0 0
TEMPUR SEALY INTL INC COM 88023U101 10,159 131,600 SH   SOLE N/A 131,600 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 9,892 59,800 SH   SOLE N/A 59,800 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 9,800 175,300 SH   SOLE N/A 175,300 0 0
BURLINGTON STORES INC COM 122017106 9,532 47,700 SH   SOLE N/A 47,700 0 0
SERVICENOW INC COM 81762P102 9,470 37,300 SH   SOLE N/A 37,300 0 0
ELECTRONIC ARTS INC COM 285512109 9,440 96,500 SH   SOLE N/A 96,500 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 9,423 377,400 SH   SOLE N/A 377,400 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 9,312 11,080 SH   SOLE N/A 11,080 0 0
MASCO CORP COM 574599106 8,954 214,800 SH   SOLE N/A 214,800 0 0
CIENA CORP COM 171779309 8,910 227,100 SH   SOLE N/A 227,100 0 0
DOVER CORP COM 260003108 8,703 87,400 SH   SOLE N/A 87,400 0 0
MOTOROLA SOLUTIONS INC COM 620076307 8,674 50,900 SH   SOLE N/A 50,900 0 0
MERCK AND CO INC COM 58933Y105 8,411 99,925 SH   SOLE N/A 99,925 0 0
S AND P GLOBAL INC COM 78409V104 8,328 34,000 SH   SOLE N/A 34,000 0 0
MSCI INC COM 55354G100 8,043 36,940 SH   SOLE N/A 36,940 0 0
GOOSEHEAD INS INC COM 38267D109 7,911 160,300 SH   SOLE N/A 160,300 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 7,776 37,270 SH   SOLE N/A 37,270 0 0
ADOBE INC COM 00724F101 7,626 27,600 SH   SOLE N/A 27,600 0 0
FIRSTENERGY CORP COM 337932107 7,533 156,200 SH   SOLE N/A 156,200 0 0
ITT INC COM 45073V108 7,347 120,100 SH   SOLE N/A 120,100 0 0
CONOCOPHILLIPS COM 20825C104 7,054 123,800 SH   SOLE N/A 123,800 0 0
WASTE CONNECTIONS INC COM 94106B101 6,867 74,650 SH   SOLE N/A 74,650 0 0
TRADEWEB MKTS INC CL A 892672106 6,856 185,400 SH   SOLE N/A 185,400 0 0
ISHARES TR MSCI 46429B598 124 3,680 SH   SOLE N/A 3,680 0 0
ISHARES TR MSCI 46435G334 215 6,840 SH   SOLE N/A 6,840 0 0
ISHARES TR RUSS 464287655 133 880 SH   SOLE N/A 880 0 0
ISHARES TR ETF 464287408 668 5,600 SH   SOLE N/A 5,600 0 0
ISHARES TR RUS 464287630 573 4,800 SH   SOLE N/A 4,800 0 0
ISHARES TR 20 Y 464287432 2,018 14,100 SH   SOLE N/A 14,100 0 0
ISHARES TR CORE 46434V738 617 13,480 SH   SOLE N/A 13,480 0 0
ISHARES TR BARC 464287440 2,050 18,230 SH   SOLE N/A 18,230 0 0
D R HORTON INC COM 23331A109 6,051 114,800 SH   SOLE N/A 114,800 0 0
ALLY FINL INC COM 02005N100 5,796 174,800 SH   SOLE N/A 174,800 0 0
VULCAN MATLS CO COM 929160109 5,763 38,100 SH   SOLE N/A 38,100 0 0
WALMART INC COM 931142103 5,387 45,400 SH   SOLE N/A 45,400 0 0
ALIBABA GROUP HLDG LTD SPON 01609W102 5,369 32,100 SH   SOLE N/A 32,100 0 0
ALTICE USA INC CL A 02156K103 5,261 183,500 SH   SOLE N/A 183,500 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 5,127 21,260 SH   SOLE N/A 21,260 0 0
ATLANTICA YIELD PLC SHS G0751N103 4,802 199,300 SH   SOLE N/A 199,300 0 0
BB AND T CORP COM 054937107 4,793 89,800 SH   SOLE N/A 89,800 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 4,776 38,100 SH   SOLE N/A 38,100 0 0
PROSHARES TR INVT 74347B607 2,559 34,330 SH   SOLE N/A 34,330 0 0
PROSHARES TR HGH 74348A541 2,038 31,580 SH   SOLE N/A 31,580 0 0
MICRON TECHNOLOGY INC COM 595112103 4,593 107,200 SH   SOLE N/A 107,200 0 0
NOMAD FOODS LTD USD G6564A105 4,470 218,000 SH   SOLE N/A 218,000 0 0
DROPBOX INC CL A 26210C104 4,251 210,800 SH   SOLE N/A 210,800 0 0
TJX COS INC NEW COM 872540109 4,249 76,250 SH   SOLE N/A 76,250 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 4,195 31,600 SH   SOLE N/A 31,600 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 4,084 40,900 SH   SOLE N/A 40,900 0 0
BALL CORP COM 058498106 3,947 54,200 SH   SOLE N/A 54,200 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,936 59,560 SH   SOLE N/A 59,560 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 3,737 24,500 SH   SOLE N/A 24,500 0 0
POST HLDGS INC COM 737446104 3,672 34,700 SH   SOLE N/A 34,700 0 0
NRG ENERGY INC COM 629377508 3,651 92,200 SH   SOLE N/A 92,200 0 0
DEVON ENERGY CORP NEW COM 25179M103 3,646 151,500 SH   SOLE N/A 151,500 0 0
TWITTER INC COM 90184L102 3,416 82,950 SH   SOLE N/A 82,950 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,074 24,700 SH   SOLE N/A 24,700 0 0
GLAUKOS CORP COM 377322102 2,990 47,800 SH   SOLE N/A 47,800 0 0
ISHARES US ETF TR IT R 46431W606 2,757 31,260 SH   SOLE N/A 31,260 0 0
QUALCOMM INC COM 747525103 2,717 35,600 SH   SOLE N/A 35,600 0 0
SAGE THERAPEUTICS INC COM 78667J108 2,716 19,356 SH   SOLE N/A 19,356 0 0
PRA HEALTH SCIENCES INC COM 69354M108 2,700 27,200 SH   SOLE N/A 27,200 0 0
LULULEMON ATHLETICA INC COM 550021109 2,522 13,100 SH   SOLE N/A 13,100 0 0
POSTAL REALTY TRUST INC CL A 73757R102 2,364 149,200 SH   SOLE N/A 149,200 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 2,337 30,500 SH   SOLE N/A 30,500 0 0
GAMESTOP CORP NEW CL A 36467W109 458 83,000 SH   SOLE N/A 83,000 0 0
GAMESTOP CORP NEW CALL 36467W109 1,877 340,000 SH Call SOLE N/A 340,000 0 0
VANECK VECTORS ETF TR JR G 92189F791 2,121 58,500 SH   SOLE N/A 58,500 0 0
VANECK VECTORS ETF TR RUSS 92189F403 120 5,270 SH   SOLE N/A 5,270 0 0
ERICSSON ADR 294821608 2,219 278,000 SH   SOLE N/A 278,000 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 2,219 20,560 SH   SOLE N/A 20,560 0 0
WATTS WATER TECHNOLOGIES INC CL A 942749102 2,119 22,600 SH   SOLE N/A 22,600 0 0
FIRST BANCORP P R COM 318672706 2,059 206,300 SH   SOLE N/A 206,300 0 0
TRANSDIGM GROUP INC COM 893641100 1,874 3,600 SH   SOLE N/A 3,600 0 0
TEGNA INC COM 87901J105 1,781 114,700 SH   SOLE N/A 114,700 0 0
PENUMBRA INC COM 70975L107 1,721 12,800 SH   SOLE N/A 12,800 0 0
EASTGROUP PPTY INC COM 277276101 1,614 12,900 SH   SOLE N/A 12,900 0 0
EURONET WORLDWIDE INC COM 298736109 1,580 10,800 SH   SOLE N/A 10,800 0 0
GENERAL MTRS CO COM 37045V100 1,560 41,600 SH   SOLE N/A 41,600 0 0
GAMING AND LEISURE PPTYS INC COM 36467J108 1,538 40,200 SH   SOLE N/A 40,200 0 0
BIO TECHNE CORP COM 09073M104 1,483 7,580 SH   SOLE N/A 7,580 0 0
HEALTHEQUITY INC COM 42226A107 1,480 25,900 SH   SOLE N/A 25,900 0 0
FIVE BELOW INC COM 33829M101 1,441 11,430 SH   SOLE N/A 11,430 0 0
LIVEPERSON INC COM 538146101 1,413 39,600 SH   SOLE N/A 39,600 0 0
DECKERS OUTDOOR CORP COM 243537107 1,399 9,500 SH   SOLE N/A 9,500 0 0
MILLER HERMAN INC COM 600544100 1,398 30,300 SH   SOLE N/A 30,300 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 1,291 48,600 SH   SOLE N/A 48,600 0 0
MATCH GROUP INC COM 57665R106 1,278 17,900 SH   SOLE N/A 17,900 0 0
BOOT BARN HLDGS INC COM 099406100 1,248 35,800 SH   SOLE N/A 35,800 0 0
GENERAC HLDGS INC COM 368736104 1,239 15,800 SH   SOLE N/A 15,800 0 0
SEAWORLD ENTMT INC COM 81282V100 1,236 47,000 SH   SOLE N/A 47,000 0 0
AXON ENTERPRISE INC COM 05464C101 1,221 21,500 SH   SOLE N/A 21,500 0 0
LAMB WESTON HLDGS INC COM 513272104 1,200 16,500 SH   SOLE N/A 16,500 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 1,182 46,300 SH   SOLE N/A 46,300 0 0
KBR INC COM 48242W106 1,178 48,000 SH   SOLE N/A 48,000 0 0
RELIANCE STEEL AND ALUMINUM CO COM 759509102 1,166 11,700 SH   SOLE N/A 11,700 0 0
PILGRIMS PRIDE CORP NEW COM 72147K108 1,163 36,300 SH   SOLE N/A 36,300 0 0
AMERICAN ASSETS TR INC COM 024013104 1,149 24,580 SH   SOLE N/A 24,580 0 0
C H ROBINSON WORLDWIDE INC PUT 12541W209 1,060 12,500 SH Put SOLE N/A 12,500 0 0
NICE LTD ADR 653656108 1,052 7,320 SH   SOLE N/A 7,320 0 0
CONAGRA BRANDS INC COM 205887102 1,010 32,900 SH   SOLE N/A 32,900 0 0
ISHARES INC MSCI 464286780 119 2,510 SH   SOLE N/A 2,510 0 0
ISHARES INC MSCI 464286806 65 2,410 SH   SOLE N/A 2,410 0 0
ISHARES INC MSCI 464286400 124 2,940 SH   SOLE N/A 2,940 0 0
ISHARES INC MSCI 464286871 134 5,870 SH   SOLE N/A 5,870 0 0
ISHARES INC MSCI 464286707 64 2,140 SH   SOLE N/A 2,140 0 0
ISHARES INC MSCI 464286822 122 2,860 SH   SOLE N/A 2,860 0 0
ISHARES INC MSCI 464286764 16 590 SH   SOLE N/A 590 0 0
ISHARES INC MSCI 464286103 134 6,030 SH   SOLE N/A 6,030 0 0
ISHARES INC MSCI 464286756 16 540 SH   SOLE N/A 540 0 0
ISHARES INC MSCI 464286749 17 440 SH   SOLE N/A 440 0 0
ISHARES INC MSCI 464286814 16 510 SH   SOLE N/A 510 0 0
ISHARES INC MSCI 46434G830 66 2,390 SH   SOLE N/A 2,390 0 0
COGNEX CORP COM 192422103 888 18,100 SH   SOLE N/A 18,100 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 881 15,170 SH   SOLE N/A 15,170 0 0
INVESCO DB MLTI SECTR CMMTY AGRI 46140H106 33 2,080 SH   SOLE N/A 2,080 0 0
INVESCO DB MLTI SECTR CMMTY BASE 46140H700 472 32,000 SH   SOLE N/A 32,000 0 0
INVESCO DB MLTI SECTR CMMTY ENER 46140H304 348 26,050 SH   SOLE N/A 26,050 0 0
EQT CORP COM 26884L109 840 79,000 SH   SOLE N/A 79,000 0 0
ASSOCIATED BANC CORP COM 045487105 757 37,400 SH   SOLE N/A 37,400 0 0
EVERBRIDGE INC COM 29978A104 679 11,000 SH   SOLE N/A 11,000 0 0
AVALARA INC COM 05338G106 667 9,900 SH   SOLE N/A 9,900 0 0
BUNGE LIMITED COM G16962105 623 11,000 SH   SOLE N/A 11,000 0 0
SIMPLY GOOD FOODS CO COM 82900L102 605 20,900 SH   SOLE N/A 20,900 0 0
TECHTARGET INC COM 87874R100 604 26,800 SH   SOLE N/A 26,800 0 0
SPDR S AND P 500 ETF TR TR U 78462F103 596 2,010 SH   SOLE N/A 2,010 0 0
PARTY CITY HOLDCO INC COM 702149105 571 100,000 SH   SOLE N/A 100,000 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 484 31,100 SH   SOLE N/A 31,100 0 0
WINGSTOP INC COM 974155103 478 5,460 SH   SOLE N/A 5,460 0 0
AZUL S A ADR 05501U106 394 11,000 SH   SOLE N/A 11,000 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 378 4,100 SH   SOLE N/A 4,100 0 0
ROGERS CORP COM 775133101 347 2,540 SH   SOLE N/A 2,540 0 0
YUNJI INC ADS 98873N107 326 47,500 SH   SOLE N/A 47,500 0 0
MDC PARTNERS INC CL A 552697104 254 90,000 SH   SOLE N/A 90,000 0 0
DELTA AIR LINES INC DEL COM 247361702 253 4,400 SH   SOLE N/A 4,400 0 0
10X GENOMICS INC CL A 88025U109 251 5,000 SH   SOLE N/A 5,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPON 874039100 232 5,000 SH   SOLE N/A 5,000 0 0
SPDR GOLD TRUST GOLD 78463V107 205 1,480 SH   SOLE N/A 1,480 0 0
SUNOPTA INC COM 8676EP108 162 90,000 SH   SOLE N/A 90,000 0 0
WPX ENERGY INC COM 98212B103 154 14,500 SH   SOLE N/A 14,500 0 0
DBX ETF TR XTRA 233051879 122 4,500 SH   SOLE N/A 4,500 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 104 260,100 SH   SOLE N/A 260,100 0 0