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
ACORDA THERAPEUTICS INC COM 00484M106 4,646 139,609 SH   SOLE   139,609 0 0
ADVANCED SEMICONDUCTOR ENGR SPONSORED ADR 00756M404 138 19,144 SH   SOLE   19,144 0 0
ADVISORY BRD CO COM 00762W107 343 6,439 SH   SOLE   6,439 0 0
ANTERO RES CORP COM 03674X106 1,164 32,959 SH   SOLE   32,959 0 0
ANTHEM INC COM 036752103 4,762 30,837 SH   SOLE   30,837 0 0
APACHE CORP COM 037411105 4,794 79,458 SH   SOLE   79,458 0 0
APOGEE ENTERPRISES INC COM 037598109 1,155 26,725 SH   SOLE   26,725 0 0
APOLLO ED GROUP INC CL A 037604105 751 39,700 SH   SOLE   39,700 0 0
CHOICE HOTELS INTL INC COM 169905106 1,192 18,600 SH   SOLE   18,600 0 0
CHUBB CORP COM 171232101 324 3,200 SH   SOLE   3,200 0 0
CORONADO BIOSCIENCES INC COM 21976U109 122 31,600 SH   SOLE   31,600 0 0
DRIL-QUIP INC COM 262037104 933 13,647 SH   SOLE   13,647 0 0
DUKE REALTY CORP COM NEW 264411505 853 39,181 SH   SOLE   39,181 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 23,491 305,954 SH   SOLE   305,954 0 0
FTI CONSULTING INC COM 302941109 862 23,000 SH   SOLE   23,000 0 0
FACEBOOK INC CL A 30303M102 11,439 139,137 SH   SOLE   139,137 0 0
FACTSET RESH SYS INC COM 303075105 1,465 9,200 SH   SOLE   9,200 0 0
FAIRPOINT COMMUNICATIONS INC COM NEW 305560302 1,048 59,545 SH   SOLE   59,545 0 0
FOSTER L B CO COM 350060109 560 11,800 SH   SOLE   11,800 0 0
FOX FACTORY HLDG CORP COM 35138V102 287 18,700 SH   SOLE   18,700 0 0
GAMESTOP CORP NEW CL A 36467W109 6,977 183,803 SH   SOLE   183,803 0 0
GENCORP INC COM 368682100 2,290 98,751 SH   SOLE   98,751 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 15,091 326,994 SH   SOLE   326,994 0 0
GLOBAL PMTS INC COM 37940X102 3,754 40,949 SH   SOLE   40,949 0 0
HARLEY DAVIDSON INC COM 412822108 6,894 113,494 SH   SOLE   113,494 0 0
HARMAN INTL INDS INC COM 413086109 3,458 25,881 SH   SOLE   25,881 0 0
HARMONIC INC COM 413160102 793 106,984 SH   SOLE   106,984 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 6,921 103,808 SH   SOLE   103,808 0 0
MOVADO GROUP INC COM 624580106 1,303 45,674 SH   SOLE   45,674 0 0
MUELLER INDS INC COM 624756102 2,510 69,462 SH   SOLE   69,462 0 0
MULTI COLOR CORP COM 625383104 927 13,366 SH   SOLE   13,366 0 0
NEWSTAR FINANCIAL INC COM 65251F105 203 17,300 SH   SOLE   17,300 0 0
NEWTEK BUSINESS SVCS CORP COM NEW 652526203 200 12,091 SH   SOLE   12,091 0 0
NEXTERA ENERGY INC COM 65339F101 2,822 27,123 SH   SOLE   27,123 0 0
NICE SYS LTD SPONSORED ADR 653656108 1,343 22,036 SH   SOLE   22,036 0 0
PATTERSON UTI ENERGY INC COM 703481101 779 41,500 SH   SOLE   41,500 0 0
PEGASYSTEMS INC COM 705573103 486 22,343 SH   SOLE   22,343 0 0
SYNAPTICS INC COM 87157D109 1,203 14,800 SH   SOLE   14,800 0 0
SYNOPSYS INC COM 871607107 3,519 75,981 SH   SOLE   75,981 0 0
SYNOVUS FINL CORP COM NEW 87161C501 1,944 69,393 SH   SOLE   69,393 0 0
SYNTEL INC COM 87162H103 1,350 26,100 SH   SOLE   26,100 0 0
SYNNEX CORP COM 87162W100 503 6,505 SH   SOLE   6,505 0 0
ULTA SALON COSMETCS & FRAG I COM 90384S303 11,846 78,527 SH   SOLE   78,527 0 0
ULTRA PETROLEUM CORP COM 903914109 964 61,700 SH   SOLE   61,700 0 0
ULTRATECH INC COM 904034105 252 14,552 SH   SOLE   14,552 0 0
UNDER ARMOUR INC CL A 904311107 315 3,898 SH   SOLE   3,898 0 0
LOGITECH INTL S A SHS H50430232 436 32,994 SH   SOLE   32,994 0 0