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
3-D SYS CORP DEL COM NEW 88554D205 1,687 241,300 SH   SOLE   241,300 0 0
ALPHABET INC CAP STK CL A 02079K305 18,891 13,322 SH   SOLE   13,322 0 0
ALPHABET INC CAP STK CL C 02079K107 195,262 138,130 SH   SOLE   138,130 0 0
AMAZON COM INC COM 023135106 16,167 5,860 SH   SOLE   5,860 0 0
AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 4,162 511,945 SH   SOLE   511,945 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 65,189 1,633,800 SH   SOLE   1,633,800 0 0
ATHENE HLDG LTD CL A G0684D107 54,878 1,759,470 SH   SOLE   1,759,470 0 0
AWARE INC MASS COM 05453N100 79 24,600 SH   SOLE   24,600 0 0
BAIDU INC SPON ADR REP A 056752108 79,995 667,240 SH   SOLE   667,240 0 0
BARCLAYS BK PLC IPTH SR B S&P 06746P621 5,147 151,600 SH   SOLE   151,600 0 0
BIG 5 SPORTING GOODS CORP COM 08915P101 2,902 1,495,792 SH   SOLE   1,495,792 0 0
BIOGEN INC COM 09062X103 35,014 130,870 SH   SOLE   130,870 0 0
BOOKING HOLDINGS INC COM 09857L108 11,009 6,914 SH   SOLE   6,914 0 0
BRIGGS & STRATTON CORP COM 109043109 3,006 2,294,573 SH   SOLE   2,294,573 0 0
CANADIAN NAT RES LTD COM 136385101 5,052 292,200 SH   SOLE   292,200 0 0
CAPSTONE TURBINE CORP COM 14067D508 83 27,456 SH   SOLE   27,456 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 576 693,867 SH   SOLE   693,867 0 0
CELANESE CORP DEL COM 150870103 197,621 2,288,870 SH   SOLE   2,288,870 0 0
CIENA CORP COM NEW 171779309 510 9,408 SH   SOLE   9,408 0 0
CIGNA CORP NEW COM 125523100 79,192 422,022 SH   SOLE   422,022 0 0
CREDIT SUISSE NASSAU BRANCH ETN LKD 32 22539T183 3,510 344,822 SH   SOLE   344,822 0 0
CRH PLC ADR 12626K203 3,170 92,400 SH   SOLE   92,400 0 0
DUPONT DE NEMOURS INC COM 26614N102 76,794 1,445,400 SH   SOLE   1,445,400 0 0
EASTMAN CHEM CO COM 277432100 52,381 752,166 SH   SOLE   752,166 0 0
ELECTRONIC ARTS INC COM 285512109 3,079 23,320 SH   SOLE   23,320 0 0
EMCORE CORP COM NEW 290846203 87 27,405 SH   SOLE   27,405 0 0
ENTEGRIS INC COM 29362U104 101,437 1,717,810 SH   SOLE   1,717,810 0 0
FACEBOOK INC CL A 30303M102 38,050 167,570 SH   SOLE   167,570 0 0
GRAN TIERRA ENERGY INC COM 38500T101 28,128 83,282,479 SH   SOLE   83,282,479 0 0
GTT COMMUNICATIONS INC COM 362393100 4,479 548,900 SH   SOLE   548,900 0 0
HARLEY DAVIDSON INC COM 412822108 11,438 481,200 SH   SOLE   481,200 0 0
HAVERTY FURNITURE INC COM 419596101 4,136 258,507 SH   SOLE   258,507 0 0
HAWAIIAN HOLDINGS INC COM 419879101 3,969 282,700 SH   SOLE   282,700 0 0
HIBBETT SPORTS INC COM 428567101 26,887 1,283,987 SH   SOLE   1,283,987 0 0
HUDBAY MINERALS INC COM 443628102 125,069 41,446,247 SH   SOLE   41,446,247 0 0
IAC INTERACTIVECORP COM 44919P508 16,817 52,000 SH   SOLE   52,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101 14,124 205,348 SH   SOLE   205,348 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 29,885 1,039,100 SH   SOLE   1,039,100 0 0
ISHARES TR BRAZIL SM-CP ETF 464289131 6,573 520,000 SH   SOLE   520,000 0 0
LIBERTY OILFIELD SVCS INC COM CL A 53115L104 4,439 810,096 SH   SOLE   810,096 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 3,413 222,810 SH   SOLE   222,810 0 0
MALIBU BOATS INC COM CL A 56117J100 1,478 28,453 SH   SOLE   28,453 0 0
MERITOR INC COM 59001K100 21,446 1,083,108 SH   SOLE   1,083,108 0 0
MILLENDO THERAPEUTICS INC COM 60040X103 93 53,093 SH   SOLE   53,093 0 0
NATIONAL BEVERAGE CORP COM 635017106 8,449 138,468 SH   SOLE   138,468 0 0
NATURAL GROCERS BY VITAMIN C COM 63888U108 11,460 770,138 SH   SOLE   770,138 0 0
NETGEAR INC COM 64111Q104 14,516 560,692 SH   SOLE   560,692 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 3,924 182,926 SH   SOLE   182,926 0 0
OPTINOSE INC COM 68404V100 21,910 2,944,921 SH   SOLE   2,944,921 0 0
OVERSTOCK COM INC DEL COM 690370101 14,397 506,393 SH   SOLE   506,393 0 0
PARSLEY ENERGY INC CL A 701877102 539 50,500 SH   SOLE   50,500 0 0
POLYONE CORP COM 73179P106 27,545 1,050,144 SH   SOLE   1,050,144 0 0
PRECIGEN INC COM 74017N105 3,337 668,830 SH   SOLE   668,830 0 0
R1 RCM INC COM 749397105 12,397 1,111,800 SH   SOLE   1,111,800 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 1,047 102,695 SH   SOLE   102,695 0 0
SEACHANGE INTL INC COM 811699107 58 38,180 SH   SOLE   38,180 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 12,124 339,700 SH   SOLE   339,700 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 26,077 461,700 SH   SOLE   461,700 0 0
ST JOE CO COM 790148100 3,814 196,374 SH   SOLE   196,374 0 0
STEREOTAXIS INC COM NEW 85916J409 565 126,580 SH   SOLE   126,580 0 0
SUMMIT MATLS INC CL A 86614U100 62,973 3,916,216 SH   SOLE   3,916,216 0 0
SUNPOWER CORP COM 867652406 1,598 208,600 SH   SOLE   208,600 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 60,278 3,361,876 SH   SOLE   3,361,876 0 0
THERAPEUTICSMD INC COM 88338N107 7,483 5,986,062 SH   SOLE   5,986,062 0 0
UNDER ARMOUR INC CL A 904311107 4,244 435,780 SH   SOLE   435,780 0 0
UNDER ARMOUR INC CL C 904311206 5,462 617,896 SH   SOLE   617,896 0 0
UNITED NAT FOODS INC COM 911163103 8,231 451,979 SH   SOLE   451,979 0 0
VIVINT SOLAR INC COM 92854Q106 4,647 469,400 SH   SOLE   469,400 0 0
VMWARE INC CL A COM 928563402 77,116 497,970 SH   SOLE   497,970 0 0
WADDELL & REED FINL INC CL A 930059100 14,021 904,000 SH   SOLE   904,000 0 0
WESTERN UN CO COM 959802109 11,727 542,400 SH   SOLE   542,400 0 0
ZIX CORP COM 98974P100 167 24,250 SH   SOLE   24,250 0 0