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 51,904 568,700 SH   SOLE N/A 568,700 0 0
AMAZON COM INC COM 023135106 39,598 27,360 SH   SOLE N/A 27,360 0 0
SALESFORCE COM INC COM 79466L302 35,063 301,480 SH   SOLE N/A 301,480 0 0
APPLE INC COM 037833100 33,372 198,900 SH   SOLE N/A 198,900 0 0
SYNOPSYS INC COM 871607107 32,514 390,600 SH   SOLE N/A 390,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 29,953 170,997 SH   SOLE N/A 170,997 0 0
ZOETIS INC CL A 98978V103 28,534 341,700 SH   SOLE N/A 341,700 0 0
INTUITIVE SURGICAL INC COM 46120E602 28,170 68,240 SH   SOLE N/A 68,240 0 0
ABBOTT LABS COM 002824100 27,990 467,100 SH   SOLE N/A 467,100 0 0
BANK AMER CORP COM 060505104 26,653 888,700 SH   SOLE N/A 888,700 0 0
COMERICA INC COM 200340107 25,814 269,100 SH   SOLE N/A 269,100 0 0
UNITEDHEALTH GROUP INC COM 91324P102 25,080 117,200 SH   SOLE N/A 117,200 0 0
MORGAN STANLEY COM 617446448 24,831 460,162 SH   SOLE N/A 460,162 0 0
ISHARES TR MSCI 46429B598 21 620 SH   SOLE N/A 620 0 0
ISHARES TR MSCI 46435G334 50 1,430 SH   SOLE N/A 1,430 0 0
ISHARES TR RUSS 464287655 30 200 SH   SOLE N/A 200 0 0
ISHARES TR ETF 464287408 18,017 164,800 SH   SOLE N/A 164,800 0 0
ISHARES TR RUS 464287630 1,024 8,400 SH   SOLE N/A 8,400 0 0
ISHARES TR 20 Y 464287432 2,069 16,975 SH   SOLE N/A 16,975 0 0
ISHARES TR BARC 464287440 2,041 19,775 SH   SOLE N/A 19,775 0 0
TERADYNE INC COM 880770102 22,537 493,000 SH   SOLE N/A 493,000 0 0
JPMORGAN CHASE AND CO COM 46625H100 22,215 202,000 SH   SOLE N/A 202,000 0 0
ABBVIE INC COM 00287Y109 19,839 209,600 SH   SOLE N/A 209,600 0 0
ABBVIE INC CALL 00287Y109 2,272 24,000 SH Call SOLE N/A 24,000 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 20,619 308,200 SH   SOLE N/A 308,200 0 0
NEXTERA ENERGY INC COM 65339F101 20,025 122,600 SH   SOLE N/A 122,600 0 0
CISCO SYS INC COM 17275R102 13,273 309,500 SH   SOLE N/A 309,500 0 0
CISCO SYS INC CALL 17275R102 6,433 150,000 SH Call SOLE N/A 150,000 0 0
SUN CMNTYS INC COM 866674104 19,151 209,600 SH   SOLE N/A 209,600 0 0
HEALTHEQUITY INC COM 42226A107 17,988 297,100 SH   SOLE N/A 297,100 0 0
REGIONS FINL CORP NEW COM 7591EP100 17,938 965,500 SH   SOLE N/A 965,500 0 0
XPO LOGISTICS INC COM 983793100 17,805 174,900 SH   SOLE N/A 174,900 0 0
PAYPAL HLDGS INC COM 70450Y103 12,466 164,300 SH   SOLE N/A 164,300 0 0
PAYPAL HLDGS INC CALL 70450Y103 5,311 70,000 SH Call SOLE N/A 70,000 0 0
E TRADE FINANCIAL CORP COM 269246401 17,583 317,300 SH   SOLE N/A 317,300 0 0
NORTHROP GRUMMAN CORP COM 666807102 16,445 47,100 SH   SOLE N/A 47,100 0 0
NORFOLK SOUTHERN CORP COM 655844108 16,356 120,450 SH   SOLE N/A 120,450 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 16,237 95,000 SH   SOLE N/A 95,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 15,826 97,100 SH   SOLE N/A 97,100 0 0
PROGRESSIVE CORP OHIO COM 743315103 15,568 255,500 SH   SOLE N/A 255,500 0 0
CAMDEN PPTY TR SH B 133131102 15,330 182,100 SH   SOLE N/A 182,100 0 0
MATADOR RES CO COM 576485205 14,591 487,770 SH   SOLE N/A 487,770 0 0
HOME DEPOT INC COM 437076102 14,287 80,150 SH   SOLE N/A 80,150 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 14,002 571,900 SH   SOLE N/A 571,900 0 0
VARONIS SYS INC COM 922280102 13,770 227,600 SH   SOLE N/A 227,600 0 0
MONDELEZ INTL INC CL A 609207105 13,675 327,700 SH   SOLE N/A 327,700 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 13,645 121,575 SH   SOLE N/A 121,575 0 0
ALPHABET INC CAP 02079K305 13,492 13,010 SH   SOLE N/A 13,010 0 0
NVIDIA CORP COM 67066G104 13,163 56,843 SH   SOLE N/A 56,843 0 0
DOWDUPONT INC COM 26078J100 12,851 201,700 SH   SOLE N/A 201,700 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 12,433 105,600 SH   SOLE N/A 105,600 0 0
STANLEY BLACK AND DECKER INC COM 854502101 11,621 75,850 SH   SOLE N/A 75,850 0 0
PNC FINL SVCS GROUP INC COM 693475105 11,598 76,700 SH   SOLE N/A 76,700 0 0
BURLINGTON STORES INC COM 122017106 11,398 85,600 SH   SOLE N/A 85,600 0 0
AUTOZONE INC COM 053332102 11,354 17,500 SH   SOLE N/A 17,500 0 0
HAEMONETICS CORP COM 405024100 11,250 153,800 SH   SOLE N/A 153,800 0 0
ELECTRONIC ARTS INC COM 285512109 11,047 91,100 SH   SOLE N/A 91,100 0 0
ALTRIA GROUP INC COM 02209S103 10,916 175,150 SH   SOLE N/A 175,150 0 0
HONEYWELL INTL INC COM 438516106 10,531 72,875 SH   SOLE N/A 72,875 0 0
HYATT HOTELS CORP COM 448579102 10,367 135,900 SH   SOLE N/A 135,900 0 0
WALMART INC COM 931142103 10,195 114,600 SH   SOLE N/A 114,600 0 0
STERLING BANCORP DEL COM 85917A100 10,032 444,925 SH   SOLE N/A 444,925 0 0
HEICO CORP NEW CL A 422806208 1,419 20,000 SH   SOLE N/A 20,000 0 0
HEICO CORP NEW COM 422806109 8,315 95,775 SH   SOLE N/A 95,775 0 0
SHERWIN WILLIAMS CO COM 824348106 9,412 24,000 SH   SOLE N/A 24,000 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 9,321 183,300 SH   SOLE N/A 183,300 0 0
CAPITAL ONE FINL CORP COM 14040H105 8,903 92,900 SH   SOLE N/A 92,900 0 0
ALIGN TECHNOLOGY INC COM 016255101 8,562 34,100 SH   SOLE N/A 34,100 0 0
CME GROUP INC COM 12572Q105 8,556 52,900 SH   SOLE N/A 52,900 0 0
FEDEX CORP COM 31428X106 8,452 35,200 SH   SOLE N/A 35,200 0 0
ATHENE HLDG LTD CL A G0684D107 8,310 173,800 SH   SOLE N/A 173,800 0 0
COSTAR GROUP INC COM 22160N109 8,187 22,575 SH   SOLE N/A 22,575 0 0
BWX TECHNOLOGIES INC COM 05605H100 8,097 127,450 SH   SOLE N/A 127,450 0 0
WYNN RESORTS LTD COM 983134107 8,097 44,400 SH   SOLE N/A 44,400 0 0
COCA COLA CO COM 191216100 7,827 180,200 SH   SOLE N/A 180,200 0 0
MCDONALDS CORP COM 580135101 7,787 49,800 SH   SOLE N/A 49,800 0 0
NEWFIELD EXPL CO COM 651290108 7,720 316,100 SH   SOLE N/A 316,100 0 0
L3 TECHNOLOGIES INC COM 502413107 6,989 33,600 SH   SOLE N/A 33,600 0 0
WASTE CONNECTIONS INC COM 94106B101 6,981 97,300 SH   SOLE N/A 97,300 0 0
IDEXX LABS INC COM 45168D104 6,777 35,400 SH   SOLE N/A 35,400 0 0
CF INDS HLDGS INC COM 125269100 6,682 177,100 SH   SOLE N/A 177,100 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 6,621 1,365,700 SH   SOLE N/A 1,365,700 0 0
INGREDION INC COM 457187102 6,496 50,400 SH   SOLE N/A 50,400 0 0
FARMER BROS CO COM 307675108 6,443 213,400 SH   SOLE N/A 213,400 0 0
PROTO LABS INC COM 743713109 5,761 49,015 SH   SOLE N/A 49,015 0 0
ANDEAVOR COM 03349M105 5,652 56,200 SH   SOLE N/A 56,200 0 0
PURE STORAGE INC CL A 74624M102 5,231 262,200 SH   SOLE N/A 262,200 0 0
INGEVITY CORP COM 45688C107 5,196 70,500 SH   SOLE N/A 70,500 0 0
TRIMBLE INC COM 896239100 5,049 140,700 SH   SOLE N/A 140,700 0 0
GENERAL MTRS CO COM 37045V100 5,041 138,700 SH   SOLE N/A 138,700 0 0
NETFLIX INC COM 64110L106 4,961 16,800 SH   SOLE N/A 16,800 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 4,960 79,900 SH   SOLE N/A 79,900 0 0
SEA LTD ADR 81141R100 4,958 439,900 SH   SOLE N/A 439,900 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 4,875 235,600 SH   SOLE N/A 235,600 0 0
ENCANA CORP COM 292505104 4,854 441,400 SH   SOLE N/A 441,400 0 0
FACEBOOK INC CALL 30303M102 4,667 29,200 SH Call SOLE N/A 29,200 0 0
BOEING CO COM 097023105 4,460 13,600 SH   SOLE N/A 13,600 0 0
PBF ENERGY INC CL A 69318G106 4,333 127,800 SH   SOLE N/A 127,800 0 0
ZAYO GROUP HLDGS INC COM 98919V105 4,030 118,000 SH   SOLE N/A 118,000 0 0
PARKER HANNIFIN CORP COM 701094104 3,932 23,000 SH   SOLE N/A 23,000 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,889 42,000 SH   SOLE N/A 42,000 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 3,833 39,200 SH   SOLE N/A 39,200 0 0
FORTINET INC COM 34959E109 3,767 70,300 SH   SOLE N/A 70,300 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 3,629 125,200 SH   SOLE N/A 125,200 0 0
PRA HEALTH SCIENCES INC COM 69354M108 3,600 43,400 SH   SOLE N/A 43,400 0 0
AIR LEASE CORP CL A 00912X302 3,597 84,400 SH   SOLE N/A 84,400 0 0
SUMMIT MATLS INC CL A 86614U100 3,250 107,360 SH   SOLE N/A 107,360 0 0
AMERICAN TOWER CORP NEW COM 03027X100 3,109 21,400 SH   SOLE N/A 21,400 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,094 28,200 SH   SOLE N/A 28,200 0 0
ALIBABA GROUP HLDG LTD SPON 01609W102 3,065 16,700 SH   SOLE N/A 16,700 0 0
MICRON TECHNOLOGY INC COM 595112103 3,035 58,200 SH   SOLE N/A 58,200 0 0
BAXTER INTL INC COM 071813109 2,888 44,400 SH   SOLE N/A 44,400 0 0
T MOBILE US INC COM 872590104 2,735 44,800 SH   SOLE N/A 44,800 0 0
OWENS CORNING NEW COM 690742101 2,654 33,000 SH   SOLE N/A 33,000 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,648 46,300 SH   SOLE N/A 46,300 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,597 70,600 SH   SOLE N/A 70,600 0 0
MSCI INC COM 55354G100 2,587 17,300 SH   SOLE N/A 17,300 0 0
ICON PLC SHS G4705A100 2,552 21,600 SH   SOLE N/A 21,600 0 0
GGP INC COM 36174X101 2,475 120,900 SH   SOLE N/A 120,900 0 0
REINSURANCE GROUP AMER INC COM 759351604 2,419 15,700 SH   SOLE N/A 15,700 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,370 30,600 SH   SOLE N/A 30,600 0 0
HILL ROM HLDGS INC COM 431475102 2,367 27,200 SH   SOLE N/A 27,200 0 0
CRANE CO COM 224399105 2,309 24,900 SH   SOLE N/A 24,900 0 0
MSA SAFETY INC COM 553498106 2,265 27,200 SH   SOLE N/A 27,200 0 0
BUNGE LIMITED COM G16962105 2,138 28,900 SH   SOLE N/A 28,900 0 0
LAMB WESTON HLDGS INC COM 513272104 1,956 33,600 SH   SOLE N/A 33,600 0 0
FLOOR AND DECOR HLDGS INC CL A 339750101 1,897 36,400 SH   SOLE N/A 36,400 0 0
CHEMOURS CO COM 163851108 1,870 38,400 SH   SOLE N/A 38,400 0 0
VANECK VECTORS ETF TR JR G 92189F791 1,653 51,400 SH   SOLE N/A 51,400 0 0
VANECK VECTORS ETF TR RUSS 92189F403 21 930 SH   SOLE N/A 930 0 0
VANECK VECTORS ETF TR OIL 92189F718 187 7,800 SH   SOLE N/A 7,800 0 0
DOLBY LABORATORIES INC COM 25659T107 1,856 29,200 SH   SOLE N/A 29,200 0 0
LULULEMON ATHLETICA INC COM 550021109 1,845 20,700 SH   SOLE N/A 20,700 0 0
ASML HOLDING N V N Y N07059210 1,827 9,200 SH   SOLE N/A 9,200 0 0
CONSTELLATION BRANDS INC CL A 21036P108 1,755 7,700 SH   SOLE N/A 7,700 0 0
AMDOCS LTD SHS G02602103 1,714 25,700 SH   SOLE N/A 25,700 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 1,676 16,800 SH   SOLE N/A 16,800 0 0
GRUBHUB INC COM 400110102 1,603 15,800 SH   SOLE N/A 15,800 0 0
VAIL RESORTS INC COM 91879Q109 1,575 7,100 SH   SOLE N/A 7,100 0 0
REXFORD INDL RLTY INC COM 76169C100 1,503 52,200 SH   SOLE N/A 52,200 0 0
ALLEGIANT TRAVEL CO COM 01748X102 1,501 8,700 SH   SOLE N/A 8,700 0 0
SUNOPTA INC COM 8676EP108 1,475 207,700 SH   SOLE N/A 207,700 0 0
SYNOVUS FINL CORP COM 87161C501 1,454 29,100 SH   SOLE N/A 29,100 0 0
ONEMAIN HLDGS INC COM 68268W103 1,419 47,400 SH   SOLE N/A 47,400 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 1,414 86,800 SH   SOLE N/A 86,800 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 1,374 7,100 SH   SOLE N/A 7,100 0 0
COMMVAULT SYSTEMS INC COM 204166102 1,338 23,400 SH   SOLE N/A 23,400 0 0
ARCH CAP GROUP LTD ORD G0450A105 1,232 14,400 SH   SOLE N/A 14,400 0 0
COMMSCOPE HLDG CO INC COM 20337X109 1,128 28,200 SH   SOLE N/A 28,200 0 0
TRANSDIGM GROUP INC COM 893641100 1,105 3,600 SH   SOLE N/A 3,600 0 0
DECKERS OUTDOOR CORP COM 243537107 1,098 12,200 SH   SOLE N/A 12,200 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 951 92,600 SH   SOLE N/A 92,600 0 0
LINDBLAD EXPEDITIONS HLDGS I *W E 535219117 119 77,000 SH   SOLE N/A 77,000 0 0
TWITTER INC COM 90184L102 1,057 36,400 SH   SOLE N/A 36,400 0 0
TEMPUR SEALY INTL INC PUT 88023U101 1,042 23,000 SH Put SOLE N/A 23,000 0 0
ZENDESK INC COM 98936J101 966 20,200 SH   SOLE N/A 20,200 0 0
GLAUKOS CORP COM 377322102 915 29,700 SH   SOLE N/A 29,700 0 0
POWERSHS DB MULTI SECT COMM PS D 73936B408 78 4,170 SH   SOLE N/A 4,170 0 0
POWERSHS DB MULTI SECT COMM DB B 73936B705 461 25,310 SH   SOLE N/A 25,310 0 0
POWERSHS DB MULTI SECT COMM DB E 73936B101 332 21,720 SH   SOLE N/A 21,720 0 0
ISHARES INC MSCI 464286780 21 300 SH   SOLE N/A 300 0 0
ISHARES INC MSCI 464286772 423 5,600 SH   SOLE N/A 5,600 0 0
ISHARES INC MSCI 464286806 49 1,540 SH   SOLE N/A 1,540 0 0
ISHARES INC MSCI 464286400 22 480 SH   SOLE N/A 480 0 0
ISHARES INC MSCI 464286871 31 1,210 SH   SOLE N/A 1,210 0 0
ISHARES INC MSCI 464286707 49 1,560 SH   SOLE N/A 1,560 0 0
ISHARES INC MSCI 464286822 21 400 SH   SOLE N/A 400 0 0
ISHARES INC MSCI 464286764 13 390 SH   SOLE N/A 390 0 0
ISHARES INC MSCI 464286103 31 1,390 SH   SOLE N/A 1,390 0 0
ISHARES INC MSCI 464286756 12 360 SH   SOLE N/A 360 0 0
ISHARES INC MSCI 464286749 12 350 SH   SOLE N/A 350 0 0
ISHARES INC MSCI 464286814 12 390 SH   SOLE N/A 390 0 0
ISHARES INC MSCI 46434G830 50 1,560 SH   SOLE N/A 1,560 0 0
FLIR SYS INC COM 302445101 745 14,900 SH   SOLE N/A 14,900 0 0
GREAT LAKES DREDGE AND DOCK CO COM 390607109 740 160,789 SH   SOLE N/A 160,789 0 0
KORNIT DIGITAL LTD SHS M6372Q113 664 51,500 SH   SOLE N/A 51,500 0 0
ISHARES US ETF TR IT R 46431W606 639 7,050 SH   SOLE N/A 7,050 0 0
PROSHARES TR INVT 74347B607 638 8,370 SH   SOLE N/A 8,370 0 0
AVIS BUDGET GROUP COM 053774105 562 12,000 SH   SOLE N/A 12,000 0 0
EQUINIX INC COM 29444U700 544 1,300 SH   SOLE N/A 1,300 0 0
HOLOGIC INC COM 436440101 504 13,500 SH   SOLE N/A 13,500 0 0
EXCHANGE TRADED CONCEPTS TR ROBO 301505707 489 11,700 SH   SOLE N/A 11,700 0 0
SPDR SERIES TRUST ETF 78464A730 391 11,100 SH   SOLE N/A 11,100 0 0
SPDR S AND P 500 ETF TR TR U 78462F103 124 470 SH   SOLE N/A 470 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 212 800 SH Put SOLE N/A 800 0 0
AMERICAN ELEC PWR INC COM 025537101 335 4,900 SH   SOLE N/A 4,900 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 267 5,600 SH   SOLE N/A 5,600 0 0
POWERSHARES QQQ TRUST PUT 73935A104 256 1,600 SH Put SOLE N/A 1,600 0 0
SK TELECOM LTD ADR 78440P108 204 8,500 SH   SOLE N/A 8,500 0 0
SPDR GOLD TRUST GOLD 78463V107 172 1,370 SH   SOLE N/A 1,370 0 0
LINCOLN NATL CORP IND COM 534187109 146 2,000 SH   SOLE N/A 2,000 0 0
WOORI BK ADR 98105T104 132 3,200 SH   SOLE N/A 3,200 0 0
DBX ETF TR XTRA 233051879 21 680 SH   SOLE N/A 680 0 0
PARSLEY ENERGY INC CL A 701877102 14 500 SH   SOLE N/A 500 0 0