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
Adobe Systems Inc Common 00724F101 12,036 55,700 SH   SOLE   55,700 0 0
ALPS Medical Breakthroughs ETF ETP 00162Q593 6,997 204,400 SH   SOLE   204,400 0 0
Amazon.com Inc Common 023135106 5,645 3,900 SH   SOLE   3,900 0 0
Apple Inc Common 037833100 17,583 104,800 SH   SOLE   104,800 0 0
Bank of America Corp Common 060505104 29,710 990,670 SH   SOLE   990,670 0 0
Bank of Montreal Common 063671101 5,214 69,000 SH   SOLE   69,000 0 0
BlackBerry Ltd Common 09228F103 1,915 166,500 SH   SOLE   166,500 0 0
BlackRock Inc Common 09247X101 20,826 38,445 SH   SOLE   38,445 0 0
Boeing Co Common 097023105 14,793 45,116 SH   SOLE   45,116 0 0
Canada Goose Holdings Inc Common 135086106 307 9,200 SH   SOLE   9,200 0 0
Canadian Imperial Bank of Commerce Common 136069101 5,747 65,100 SH   SOLE   65,100 0 0
CGI Group Inc Common 39945C109 6,041 104,800 SH   SOLE   104,800 0 0
Charles Schwab Corp Common 808513105 5,196 99,500 SH   SOLE   99,500 0 0
Colliers International Group Inc Common 194693107 715 10,300 SH   SOLE   10,300 0 0
Comerica Inc Common 200340107 11,632 121,258 SH   SOLE   121,258 0 0
Continental Resources Inc Common 212015101 12,385 210,100 SH   SOLE   210,100 0 0
ETRADE Financial Corp Common 269246401 5,148 92,900 SH   SOLE   92,900 0 0
Eastman Chemical Co Common 277432100 20,249 191,790 SH   SOLE   191,790 0 0
Edwards Lifesciences Corp Common 28176E108 5,678 40,700 SH   SOLE   40,700 0 0
Eldorado Resorts Inc Common 28470R102 5,390 163,347 SH   SOLE   163,347 0 0
Emerson Electric Co Common 291011104 12,390 181,400 SH   SOLE   181,400 0 0
Enerplus Corp Common 292766102 17,825 1,583,000 SH   SOLE   1,583,000 0 0
ETFMG Prime Cyber Security ETF ETP 26924G201 6,494 189,500 SH   SOLE   189,500 0 0
Financial Select Sector SPDR Fund ETP 81369Y605 4,677 169,635 SH   SOLE   169,635 0 0
First Trust Cloud Computing ETF ETP 33734X192 6,293 130,000 SH   SOLE   130,000 0 0
First Trust Dow Jones Internet Index Fund ETP 33733E302 6,905 57,300 SH   SOLE   57,300 0 0
First Trust Industrials/Producer Drbls AlphaDEX Fd ETP 33734X150 1,837 46,400 SH   SOLE   46,400 0 0
Fiserv Inc Common 337738108 9,752 136,760 SH   SOLE   136,760 0 0
FLIR Systems Inc Common 302445101 11,582 231,588 SH   SOLE   231,588 0 0
Freeport-McMoRan Inc Common 35671D857 12,477 710,112 SH   SOLE   710,112 0 0
GDS Holdings Ltd Common 36165L108 2,243 81,700 SH   SOLE   81,700 0 0
Global Payments Inc Common 37940X102 6,557 58,800 SH   SOLE   58,800 0 0
Global X China Consumer ETF ETP 37950E408 7,065 377,600 SH   SOLE   377,600 0 0
Gold Standard Ventures Corp Common 380738104 795 488,000 SH   SOLE   488,000 0 0
Guggenheim Invest Solar ETF ETP 18383Q739 1,776 72,300 SH   SOLE   72,300 0 0
HCA Healthcare Inc Common 40412C101 23,008 237,200 SH   SOLE   237,200 0 0
Hess Corp Common 42809H107 1,296 25,600 SH   SOLE   25,600 0 0
Intel Corp Common 458140100 23,269 446,800 SH   SOLE   446,800 0 0
Intuitive Surgical Inc Common 46120E602 454 1,100 SH   SOLE   1,100 0 0
iRhythm Technologies Inc Common 450056106 6,805 108,100 SH   SOLE   108,100 0 0
iShares Asia 50 ETF ETP 464288430 2,672 39,135 SH   SOLE   39,135 0 0
iShares Core S&P Small-Cap ETF ETP 464287804 4,944 64,200 SH   SOLE   64,200 0 0
iShares Edge MSCI USA Momentum Factor ETF ETP 46432F396 7,044 66,500 SH   SOLE   66,500 0 0
iShares Exponential Technologies ETF ETP 46434V381 3,722 102,300 SH   SOLE   102,300 0 0
iShares Global Timber & Forestry ETF ETP 464288174 3,761 48,000 SH   SOLE   48,000 0 0
iShares MSCI Emerging Markets ETF ETP 464287234 4,495 93,100 SH   SOLE   93,100 0 0
iShares MSCI Malaysia ETF ETP 46434G814 3,043 84,200 SH   SOLE   84,200 0 0
Ishares Msci Singapore Etf ETP 46434G780 2,686 100,700 SH   SOLE   100,700 0 0
Ishares Msci South Korea Etf ETP 464286772 2,037 27,000 SH   SOLE   27,000 0 0
Ishares Msci Taiwan Etf ETP 46434G772 2,599 67,800 SH   SOLE   67,800 0 0
Ishares Msci Thailand Etf ETP 464286624 5,494 55,108 SH   SOLE   55,108 0 0
iShares North American Tech-Software ETF ETP 464287515 3,055 18,000 SH   SOLE   18,000 0 0
iShares PHLX Semiconductor ETF ETP 464287523 6,464 35,900 SH   SOLE   35,900 0 0
iShares Russell 2000 ETF ETP 464287655 1,419 9,345 SH   SOLE   9,345 0 0
iShares Russell Mid-Cap Growth ETF ETP 464287481 6,270 51,000 SH   SOLE   51,000 0 0
iShares S&P 500 Growth ETF ETP 464287309 3,985 25,700 SH   SOLE   25,700 0 0
iShares Transportation Average ETF ETP 464287192 6,116 32,700 SH   SOLE   32,700 0 0
iShares US Aerospace & Defense ETF ETP 464288760 6,137 31,000 SH   SOLE   31,000 0 0
iShares US Broker-Dealers & Securities Exch ETF ETP 464288794 7,210 110,200 SH   SOLE   110,200 0 0
iShares US Industrials ETF ETP 464287754 2,452 16,910 SH   SOLE   16,910 0 0
iShares US Medical Devices ETF ETP 464288810 6,586 35,600 SH   SOLE   35,600 0 0
Kirkland Lake Gold Ltd Common 49741E100 1,146 74,100 SH   SOLE   74,100 0 0
KraneShares CSI China Internet ETF ETP 500767306 5,541 90,200 SH   SOLE   90,200 0 0
Lockheed Martin Corp Common 539830109 28,881 85,465 SH   SOLE   85,465 0 0
LPL Financial Holdings Inc Common 50212V100 5,560 91,051 SH   SOLE   91,051 0 0
Marathon Petroleum Corp Common 56585A102 27,370 374,370 SH   SOLE   374,370 0 0
Marriott International Inc Common 571903202 28,479 209,438 SH   SOLE   209,438 0 0
Marvell Technology Group Ltd Common G5876H105 431 20,500 SH   SOLE   20,500 0 0
Microsoft Corp Common 594918104 33,552 367,608 SH   SOLE   367,608 0 0
MIX Telematics Ltd Common 60688N102 961 61,800 SH   SOLE   61,800 0 0
Morgan Stanley Common 617446448 26,084 483,392 SH   SOLE   483,392 0 0
MSCI Inc Common 55354G100 24,945 166,889 SH   SOLE   166,889 0 0
New Relic Inc Common 64829B100 13,053 176,100 SH   SOLE   176,100 0 0
Nexa Resources SA Common L67359106 13,626 778,200 SH   SOLE   778,200 0 0
Nike Inc Common 654106103 16,955 255,200 SH   SOLE   255,200 0 0
Northrop Grumman Corp Common 666807102 30,798 88,216 SH   SOLE   88,216 0 0
Nutrien Ltd Common 67077M108 6,262 132,500 SH   SOLE   132,500 0 0
NVIDIA Corp Common 67066G104 463 2,000 SH   SOLE   2,000 0 0
Okta Inc Common 679295105 5,834 146,400 SH   SOLE   146,400 0 0
Palo Alto Networks Inc Common 697435105 4,955 27,300 SH   SOLE   27,300 0 0
PayPal Holdings Inc Common 70450Y103 209 2,755 SH   SOLE   2,755 0 0
PNC Financial Services Group Inc Common 693475105 19,722 130,400 SH   SOLE   130,400 0 0
PowerShares DWA Momentum Portfolio ETF ETP 73935X153 6,815 129,400 SH   SOLE   129,400 0 0
PowerShares Dynamic Leisure & Entertainment ETF ETP 73935X757 4,849 108,900 SH   SOLE   108,900 0 0
PowerShares MSCI Global Timber Portfolio ETP 18383Q879 3,298 100,800 SH   SOLE   100,800 0 0
PowerShares Nasdaq Internet ETF ETP 73935X146 4,231 33,100 SH   SOLE   33,100 0 0
Powershares S&P 500 High Beta Portfolio ETP 73937B829 6,520 153,400 SH   SOLE   153,400 0 0
PowerShares S&P SmallCap Health Care Port ETP 73937B886 6,294 56,500 SH   SOLE   56,500 0 0
Preferred Bank Common 740367404 969 15,100 SH   SOLE   15,100 0 0
Pure Storage Inc Common 74624M102 5,145 257,900 SH   SOLE   257,900 0 0
Raymond James Financial Inc Common 754730109 849 9,500 SH   SOLE   9,500 0 0
Raytheon Co Common 755111507 33,732 156,296 SH   SOLE   156,296 0 0
Red Hat Inc Common 756577102 23,069 154,300 SH   SOLE   154,300 0 0
Regions Financial Corp Common 7591EP100 13,980 752,400 SH   SOLE   752,400 0 0
Reinsurance Group of America Inc Common 759351604 477 3,100 SH   SOLE   3,100 0 0
ROBO Global Robotics and Automation Index ETF ETP 301505707 7,197 172,100 SH   SOLE   172,100 0 0
Royal Bank of Canada Common 780087102 27,392 354,400 SH   SOLE   354,400 0 0
S&P Global Inc Common 78409V104 23,787 124,500 SH   SOLE   124,500 0 0
Salesforce.com Inc Common 79466L302 5,641 48,500 SH   SOLE   48,500 0 0
Sherwin-Williams Co Common 824348106 5,450 13,900 SH   SOLE   13,900 0 0
Signature Bank Common 82669G104 809 5,700 SH   SOLE   5,700 0 0
SPDR Nyse Technology ETF ETP 78464A102 3,531 39,700 SH   SOLE   39,700 0 0
SPDR S&P Bank ETF ETP 78464A797 6,480 135,303 SH   SOLE   135,303 0 0
SPDR S&P Biotech ETF ETP 78464A870 6,308 71,900 SH   SOLE   71,900 0 0
SPDR S&P Capital Markets ETF ETP 78464A771 6,758 115,900 SH   SOLE   115,900 0 0
SPDR S&P Insurance ETF ETP 78464A789 2,122 68,400 SH   SOLE   68,400 0 0
SPDR S&P Semiconductor ETF ETP 78464A862 7,686 109,700 SH   SOLE   109,700 0 0
SS&C Technologies Holdings Inc ETP 78467J100 1,942 36,200 SH   SOLE   36,200 0 0
Stars Group Inc Common 85570W100 9,797 355,600 SH   SOLE   355,600 0 0
Stryker Corp Common 863667101 1,625 10,100 SH   SOLE   10,100 0 0
Sun Life Financial Inc Common 866796105 28,271 687,524 SH   SOLE   687,524 0 0
Suncor Energy Inc Common 867224107 5,209 150,800 SH   SOLE   150,800 0 0
SunTrust Banks Inc Common 867914103 1,572 23,100 SH   SOLE   23,100 0 0
SVB Financial Group Common 78486Q101 13,285 55,350 SH   SOLE   55,350 0 0
T. Rowe Price Group Inc Common 74144T108 497 4,600 SH   SOLE   4,600 0 0
Tableau Software Inc Common 87336U105 6,393 79,100 SH   SOLE   79,100 0 0
Teck Resources Ltd Common 878742204 984 38,200 SH   SOLE   38,200 0 0
Teleflex Inc Common 879369106 2,059 8,075 SH   SOLE   8,075 0 0
Toronto-Dominion Bank Common 891160509 32,193 566,276 SH   SOLE   566,276 0 0
Union Pacific Corp Common 907818108 457 3,400 SH   SOLE   3,400 0 0
United Rentals Inc Common 911363109 22,369 129,500 SH   SOLE   129,500 0 0
Valero Energy Corp Common 91913Y100 5,965 64,300 SH   SOLE   64,300 0 0
VanEck Vectors Vietnam ETF ETP 92189F817 3,216 164,400 SH   SOLE   164,400 0 0
Vanguard Consumer Discretionary Index Fund;ETF ETP 92204A108 3,680 23,200 SH   SOLE   23,200 0 0
Vertex Pharmaceuticals Inc Common 92532F100 15,972 98,000 SH   SOLE   98,000 0 0
Visa Inc Common 92826C839 36,501 305,143 SH   SOLE   305,143 0 0
Waste Connections Inc Common 94106B101 13,102 182,627 SH   SOLE   182,627 0 0
Whiting Petroleum Corp Common 966387409 13,445 397,300 SH   SOLE   397,300 0 0
XPO Logistics Inc Common 983793100 7,600 74,650 SH   SOLE   74,650 0 0
Zoetis Inc Common 98978V103 1,495 17,900 SH   SOLE   17,900 0 0