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 60,639 530,195 SH   SOLE N/A 530,195 0 0
AMAZON COM INC COM 023135106 56,843 28,379 SH   SOLE N/A 28,379 0 0
ALPHABET INC CAP 02079K305 52,442 43,446 SH   SOLE N/A 43,446 0 0
APPLE INC COM 037833100 39,866 176,600 SH   SOLE N/A 176,600 0 0
MASTERCARD INCORPORATED CL A 57636Q104 39,648 178,105 SH   SOLE N/A 178,105 0 0
ABBOTT LABS COM 002824100 38,587 525,974 SH   SOLE N/A 525,974 0 0
INTUITIVE SURGICAL INC COM 46120E602 35,990 62,700 SH   SOLE N/A 62,700 0 0
SALESFORCE COM INC COM 79466L302 31,518 198,184 SH   SOLE N/A 198,184 0 0
UNITEDHEALTH GROUP INC COM 91324P102 29,637 111,400 SH   SOLE N/A 111,400 0 0
ZOETIS INC CL A 98978V103 28,562 311,961 SH   SOLE N/A 311,961 0 0
SYNOPSYS INC COM 871607107 25,718 260,799 SH   SOLE N/A 260,799 0 0
BANK AMER CORP COM 060505104 24,865 844,047 SH   SOLE N/A 844,047 0 0
HEALTHEQUITY INC COM 42226A107 23,743 251,477 SH   SOLE N/A 251,477 0 0
REGIONS FINL CORP NEW COM 7591EP100 23,329 1,271,324 SH   SOLE N/A 1,271,324 0 0
JPMORGAN CHASE AND CO COM 46625H100 23,165 205,300 SH   SOLE N/A 205,300 0 0
COMERICA INC COM 200340107 22,839 253,207 SH   SOLE N/A 253,207 0 0
NEXTERA ENERGY INC COM 65339F101 21,687 129,400 SH   SOLE N/A 129,400 0 0
NORFOLK SOUTHERN CORP COM 655844108 21,335 118,200 SH   SOLE N/A 118,200 0 0
PROGRESSIVE CORP OHIO COM 743315103 21,014 295,800 SH   SOLE N/A 295,800 0 0
NVIDIA CORP COM 67066G104 20,459 72,800 SH   SOLE N/A 72,800 0 0
E TRADE FINANCIAL CORP COM 269246401 20,367 388,800 SH   SOLE N/A 388,800 0 0
MONDELEZ INTL INC CL A 609207105 19,483 453,500 SH   SOLE N/A 453,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 19,359 100,441 SH   SOLE N/A 100,441 0 0
HAEMONETICS CORP COM 405024100 19,093 166,648 SH   SOLE N/A 166,648 0 0
SUN CMNTYS INC COM 866674104 19,060 187,700 SH   SOLE N/A 187,700 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 18,305 259,500 SH   SOLE N/A 259,500 0 0
XPO LOGISTICS INC COM 983793100 18,067 158,234 SH   SOLE N/A 158,234 0 0
CAMDEN PPTY TR SH B 133131102 16,394 175,200 SH   SOLE N/A 175,200 0 0
PAYPAL HLDGS INC COM 70450Y103 16,232 184,800 SH   SOLE N/A 184,800 0 0
IDEXX LABS INC COM 45168D104 15,854 63,500 SH   SOLE N/A 63,500 0 0
TABLEAU SOFTWARE INC CL A 87336U105 15,466 138,400 SH   SOLE N/A 138,400 0 0
HOME DEPOT INC COM 437076102 14,978 72,300 SH   SOLE N/A 72,300 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 14,816 216,100 SH   SOLE N/A 216,100 0 0
NORTHROP GRUMMAN CORP COM 666807102 14,503 45,700 SH   SOLE N/A 45,700 0 0
ANDEAVOR COM 03349M105 14,444 94,100 SH   SOLE N/A 94,100 0 0
VARONIS SYS INC COM 922280102 14,291 195,100 SH   SOLE N/A 195,100 0 0
SHERWIN WILLIAMS CO COM 824348106 13,839 30,400 SH   SOLE N/A 30,400 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 13,599 678,582 SH   SOLE N/A 678,582 0 0
HEICO CORP NEW CL A 422806208 1,888 25,000 SH   SOLE N/A 25,000 0 0
HEICO CORP NEW COM 422806109 11,286 121,868 SH   SOLE N/A 121,868 0 0
ALIGN TECHNOLOGY INC COM 016255101 12,870 32,900 SH   SOLE N/A 32,900 0 0
ROPER TECHNOLOGIES INC COM 776696106 12,832 43,324 SH   SOLE N/A 43,324 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 12,790 206,200 SH   SOLE N/A 206,200 0 0
BURLINGTON STORES INC COM 122017106 12,788 78,500 SH   SOLE N/A 78,500 0 0
CME GROUP INC COM 12572Q105 12,544 73,700 SH   SOLE N/A 73,700 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 12,328 429,100 SH   SOLE N/A 429,100 0 0
BOEING CO COM 097023105 12,273 33,000 SH   SOLE N/A 33,000 0 0
HONEYWELL INTL INC COM 438516106 12,131 72,900 SH   SOLE N/A 72,900 0 0
MORGAN STANLEY COM 617446448 12,121 260,273 SH   SOLE N/A 260,273 0 0
EXTENDED STAY AMER INC UNIT 30224P200 11,619 574,400 SH   SOLE N/A 574,400 0 0
DOWDUPONT INC COM 26078J100 11,575 180,000 SH   SOLE N/A 180,000 0 0
MATADOR RES CO COM 576485205 11,262 340,707 SH   SOLE N/A 340,707 0 0
AMERICAN FINL GROUP INC OHIO COM 025932104 10,893 98,175 SH   SOLE N/A 98,175 0 0
PROTO LABS INC COM 743713109 10,884 67,300 SH   SOLE N/A 67,300 0 0
COSTAR GROUP INC COM 22160N109 9,405 22,350 SH   SOLE N/A 22,350 0 0
KORN FERRY INTL COM 500643200 8,840 179,500 SH   SOLE N/A 179,500 0 0
NORTHERN TR CORP COM 665859104 8,569 83,900 SH   SOLE N/A 83,900 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 8,355 64,300 SH   SOLE N/A 64,300 0 0
NETFLIX INC COM 64110L106 7,743 20,700 SH   SOLE N/A 20,700 0 0
BWX TECHNOLOGIES INC COM 05605H100 7,568 121,000 SH   SOLE N/A 121,000 0 0
WASTE CONNECTIONS INC COM 94106B101 7,541 94,550 SH   SOLE N/A 94,550 0 0
MICRON TECHNOLOGY INC COM 595112103 7,471 165,116 SH   SOLE N/A 165,116 0 0
DXC TECHNOLOGY CO COM 23355L106 7,444 79,600 SH   SOLE N/A 79,600 0 0
WYNN RESORTS LTD COM 983134107 7,408 58,300 SH   SOLE N/A 58,300 0 0
ISHARES TR MSCI 46429B598 30 910 SH   SOLE N/A 910 0 0
ISHARES TR MSCI 46435G334 54 1,580 SH   SOLE N/A 1,580 0 0
ISHARES TR RUSS 464287655 34 200 SH   SOLE N/A 200 0 0
ISHARES TR ETF 464287408 859 7,400 SH   SOLE N/A 7,400 0 0
ISHARES TR RUS 464287630 1,024 7,700 SH   SOLE N/A 7,700 0 0
ISHARES TR 20 Y 464287432 2,445 20,850 SH   SOLE N/A 20,850 0 0
ISHARES TR CORE 46434V738 35 730 SH   SOLE N/A 730 0 0
ISHARES TR BARC 464287440 2,779 27,480 SH   SOLE N/A 27,480 0 0
MSCI INC COM 55354G100 6,848 38,600 SH   SOLE N/A 38,600 0 0
PURE STORAGE INC CL A 74624M102 6,764 260,700 SH   SOLE N/A 260,700 0 0
ENCANA CORP COM 292505104 6,555 499,900 SH   SOLE N/A 499,900 0 0
L3 TECHNOLOGIES INC COM 502413107 6,505 30,600 SH   SOLE N/A 30,600 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 6,300 185,200 SH   SOLE N/A 185,200 0 0
MELCO RESORT ENTERTAINMENT L ADR 585464100 6,138 290,200 SH   SOLE N/A 290,200 0 0
HIGHWOODS PPTYS INC COM 431284108 6,019 127,400 SH   SOLE N/A 127,400 0 0
FEDEX CORP COM 31428X106 5,756 23,900 SH   SOLE N/A 23,900 0 0
CANADIAN NAT RES LTD COM 136385101 5,643 172,800 SH   SOLE N/A 172,800 0 0
ZAYO GROUP HLDGS INC COM 98919V105 5,399 155,515 SH   SOLE N/A 155,515 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5,326 38,600 SH   SOLE N/A 38,600 0 0
CBRE GROUP INC CL A 12504L109 5,211 118,200 SH   SOLE N/A 118,200 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,864 10,700 SH   SOLE N/A 10,700 0 0
TERADYNE INC COM 880770102 4,833 130,700 SH   SOLE N/A 130,700 0 0
SPDR GOLD TRUST GOLD 78463V107 316 2,800 SH   SOLE N/A 2,800 0 0
SPDR GOLD TRUST CALL 78463V107 3,947 35,000 SH Call SOLE N/A 35,000 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 4,001 24,900 SH   SOLE N/A 24,900 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 3,993 41,600 SH   SOLE N/A 41,600 0 0
PENN VA CORP NEW COM 70788V102 3,879 48,171 SH   SOLE N/A 48,171 0 0
ELECTRONIC ARTS INC COM 285512109 3,874 32,157 SH   SOLE N/A 32,157 0 0
POST HLDGS INC COM 737446104 3,815 38,900 SH   SOLE N/A 38,900 0 0
WELLCARE HEALTH PLANS INC COM 94946T106 3,713 11,585 SH   SOLE N/A 11,585 0 0
PRA HEALTH SCIENCES INC COM 69354M108 3,658 33,200 SH   SOLE N/A 33,200 0 0
BROADRIDGE FINL SOLUTIONS IN COM 11133T103 3,477 26,350 SH   SOLE N/A 26,350 0 0
BAXTER INTL INC COM 071813109 3,429 44,484 SH   SOLE N/A 44,484 0 0
CRANE CO COM 224399105 3,294 33,500 SH   SOLE N/A 33,500 0 0
NATIONAL ENERGY SERVICES REU SHS G6375R107 3,214 799,100 SH   SOLE N/A 799,100 0 0
ETSY INC COM 29786A106 3,109 60,500 SH   SOLE N/A 60,500 0 0
FORTINET INC COM 34959E109 3,054 33,100 SH   SOLE N/A 33,100 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 3,009 66,400 SH   SOLE N/A 66,400 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 2,875 24,400 SH   SOLE N/A 24,400 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 2,634 45,200 SH   SOLE N/A 45,200 0 0
FASTENAL CO COM 311900104 2,373 40,900 SH   SOLE N/A 40,900 0 0
GENERAL MTRS CO COM 37045V100 2,343 69,600 SH   SOLE N/A 69,600 0 0
MEDPACE HLDGS INC COM 58506Q109 2,343 39,100 SH   SOLE N/A 39,100 0 0
MCDONALDS CORP COM 580135101 2,275 13,600 SH   SOLE N/A 13,600 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 2,248 26,100 SH   SOLE N/A 26,100 0 0
STMICROELECTRONICS N V NY R 861012102 2,235 121,900 SH   SOLE N/A 121,900 0 0
MSA SAFETY INC COM 553498106 2,225 20,900 SH   SOLE N/A 20,900 0 0
LULULEMON ATHLETICA INC COM 550021109 2,177 13,400 SH   SOLE N/A 13,400 0 0
GRUBHUB INC COM 400110102 2,107 15,200 SH   SOLE N/A 15,200 0 0
REINSURANCE GROUP AMER INC COM 759351604 1,936 13,400 SH   SOLE N/A 13,400 0 0
PENUMBRA INC COM 70975L107 1,931 12,900 SH   SOLE N/A 12,900 0 0
DOLBY LABORATORIES INC COM 25659T107 1,855 26,500 SH   SOLE N/A 26,500 0 0
ALIBABA GROUP HLDG LTD SPON 01609W102 1,813 11,000 SH   SOLE N/A 11,000 0 0
GLAUKOS CORP COM 377322102 1,784 27,500 SH   SOLE N/A 27,500 0 0
SLEEP NUMBER CORP COM 83125X103 883 24,000 SH   SOLE N/A 24,000 0 0
SLEEP NUMBER CORP PUT 83125X103 883 24,000 SH Put SOLE N/A 24,000 0 0
FARMER BROS CO COM 307675108 1,763 66,800 SH   SOLE N/A 66,800 0 0
ONEMAIN HLDGS INC COM 68268W103 1,547 46,000 SH   SOLE N/A 46,000 0 0
OWENS CORNING NEW COM 690742101 1,509 27,800 SH   SOLE N/A 27,800 0 0
SUNOPTA INC COM 8676EP108 735 100,000 SH   SOLE N/A 100,000 0 0
SUNOPTA INC CALL 8676EP108 735 100,000 SH Call SOLE N/A 100,000 0 0
LAMB WESTON HLDGS INC COM 513272104 1,459 21,900 SH   SOLE N/A 21,900 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 1,454 19,300 SH   SOLE N/A 19,300 0 0
AXON ENTERPRISE INC COM 05464C101 1,451 21,200 SH   SOLE N/A 21,200 0 0
VANECK VECTORS ETF TR JR G 92189F791 1,406 51,400 SH   SOLE N/A 51,400 0 0
VANECK VECTORS ETF TR RUSS 92189F403 30 1,410 SH   SOLE N/A 1,410 0 0
CHEMOURS CO COM 163851108 1,404 35,600 SH   SOLE N/A 35,600 0 0
GREEN DOT CORP CL A 39304D102 1,377 15,500 SH   SOLE N/A 15,500 0 0
TRANSDIGM GROUP INC COM 893641100 1,340 3,600 SH   SOLE N/A 3,600 0 0
FIRST BANCORP P R COM 318672706 1,308 143,800 SH   SOLE N/A 143,800 0 0
SYNOVUS FINL CORP COM 87161C501 1,255 27,400 SH   SOLE N/A 27,400 0 0
KMG CHEMICALS INC COM 482564101 1,254 16,600 SH   SOLE N/A 16,600 0 0
TEMPUR SEALY INTL INC PUT 88023U101 1,217 23,000 SH Put SOLE N/A 23,000 0 0
PROSHARES TR INVT 74347B607 1,102 14,540 SH   SOLE N/A 14,540 0 0
PROSHARES TR HGH 74348A541 98 1,425 SH   SOLE N/A 1,425 0 0
C H ROBINSON WORLDWIDE INC PUT 12541W209 1,175 12,000 SH Put SOLE N/A 12,000 0 0
STITCH FIX INC COM 860897107 1,126 25,700 SH   SOLE N/A 25,700 0 0
NUTANIX INC CL A 67059N108 1,115 26,100 SH   SOLE N/A 26,100 0 0
CVR ENERGY INC COM 12662P108 1,102 27,400 SH   SOLE N/A 27,400 0 0
GREAT LAKES DREDGE AND DOCK CO COM 390607109 1,085 175,000 SH   SOLE N/A 175,000 0 0
INVESCO DB MLTI SECTR CMMTY AGRI 46140H106 88 5,170 SH   SOLE N/A 5,170 0 0
INVESCO DB MLTI SECTR CMMTY BASE 46140H700 548 33,010 SH   SOLE N/A 33,010 0 0
INVESCO DB MLTI SECTR CMMTY ENER 46140H304 413 22,750 SH   SOLE N/A 22,750 0 0
NEW RELIC INC COM 64829B100 1,000 10,600 SH   SOLE N/A 10,600 0 0
COGNEX CORP COM 192422103 932 16,700 SH   SOLE N/A 16,700 0 0
LINDBLAD EXPEDITIONS HLDGS I COM 535219109 595 40,000 SH   SOLE N/A 40,000 0 0
LINDBLAD EXPEDITIONS HLDGS I *W E 535219117 316 77,000 SH   SOLE N/A 77,000 0 0
ISHARES US ETF TR IT R 46431W606 883 9,570 SH   SOLE N/A 9,570 0 0
CIENA CORP COM 171779309 803 25,700 SH   SOLE N/A 25,700 0 0
ASSOCIATED BANC CORP COM 045487105 792 30,400 SH   SOLE N/A 30,400 0 0
PRIMO WTR CORP CALL 74165N105 776 43,000 SH Call SOLE N/A 43,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 698 20,000 SH   SOLE N/A 20,000 0 0
HOLOGIC INC COM 436440101 553 13,500 SH   SOLE N/A 13,500 0 0
AZUL S A ADR 05501U106 534 30,000 SH   SOLE N/A 30,000 0 0
D R HORTON INC COM 23331A109 501 11,900 SH   SOLE N/A 11,900 0 0
CELANESE CORP DEL COM 150870103 433 3,800 SH   SOLE N/A 3,800 0 0
SPDR S AND P 500 ETF TR TR U 78462F103 136 470 SH   SOLE N/A 470 0 0
SPDR S AND P 500 ETF TR PUT 78462F103 232 800 SH Put SOLE N/A 800 0 0
ISHARES INC MSCI 464286780 30 560 SH   SOLE N/A 560 0 0
ISHARES INC MSCI 464286806 45 1,510 SH   SOLE N/A 1,510 0 0
ISHARES INC MSCI 464286400 30 900 SH   SOLE N/A 900 0 0
ISHARES INC MSCI 464286871 35 1,420 SH   SOLE N/A 1,420 0 0
ISHARES INC MSCI 464286707 45 1,420 SH   SOLE N/A 1,420 0 0
ISHARES INC MSCI 464286822 30 590 SH   SOLE N/A 590 0 0
ISHARES INC MSCI 464286764 11 360 SH   SOLE N/A 360 0 0
ISHARES INC MSCI 464286103 34 1,510 SH   SOLE N/A 1,510 0 0
ISHARES INC MSCI 464286756 11 350 SH   SOLE N/A 350 0 0
ISHARES INC MSCI 464286749 11 320 SH   SOLE N/A 320 0 0
ISHARES INC MSCI 464286814 11 370 SH   SOLE N/A 370 0 0
ISHARES INC MSCI 46434G830 43 1,570 SH   SOLE N/A 1,570 0 0
AVIS BUDGET GROUP COM 053774105 257 8,000 SH   SOLE N/A 8,000 0 0
WOORI BK ADR 98105T104 204 4,500 SH   SOLE N/A 4,500 0 0
AMERICAN ASSETS TR INC COM 024013104 201 5,400 SH   SOLE N/A 5,400 0 0
CENTURYLINK INC COM 156700106 106 5,000 SH   SOLE N/A 5,000 0 0
DBX ETF TR XTRA 233051879 30 1,200 SH   SOLE N/A 1,200 0 0
BARCLAYS BK PLC IPAT 06746L422 5 190 SH   SOLE N/A 190 0 0