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
58 COM INC SPON ADR REP A 31680Q104 4,247 68,310 SH   SOLE   68,310 0 0
ADOBE INC COM 00724F101 48,658 165,139 SH   SOLE   165,139 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,503 9,750 SH   SOLE   9,750 0 0
AIR PRODS & CHEMS INC COM 009158106 3,706 16,370 SH   SOLE   16,370 0 0
ALASKA AIR GROUP INC COM 011659109 7,136 111,650 SH   SOLE   111,650 0 0
ALCOA CORP COM 013872106 4,382 187,200 SH   SOLE   187,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 323,222 1,907,478 SH   SOLE   1,907,478 0 0
ALIGN TECHNOLOGY INC COM 016255101 4,513 16,490 SH   SOLE   16,490 0 0
ALLEGION PUB LTD CO ORD SHS G0176J109 332 3,000 SH   SOLE   3,000 0 0
ALLERGAN PLC SHS G0177J108 6,498 38,810 SH   SOLE   38,810 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 307,365 4,236,016 SH   SOLE   4,236,016 0 0
ALPHABET INC CAP STK CL C 02079K107 371,678 343,857 SH   SOLE   343,857 0 0
AMAZON COM INC COM 023135106 25,363 13,394 SH   SOLE   13,394 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104 2,201 235,890 SH   SOLE   235,890 0 0
AMEDISYS INC COM 023436108 54 448 SH   SOLE   448 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 19 1,490 SH   SOLE   1,490 0 0
AMERIPRISE FINL INC COM 03076C106 1,968 13,560 SH   SOLE   13,560 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 37,851 427,645 SH   SOLE   427,645 0 0
ANSYS INC COM 03662Q105 6,063 29,600 SH   SOLE   29,600 0 0
APPLE INC COM 037833100 11,622 58,720 SH   SOLE   58,720 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 11,667 285,960 SH   SOLE   285,960 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 44,895 2,232,476 SH   SOLE   2,232,476 0 0
AUTODESK INC COM 052769106 1,925 11,820 SH   SOLE   11,820 0 0
AUTOZONE INC COM 053332102 2,034 1,850 SH   SOLE   1,850 0 0
AVAYA HLDGS CORP COM 05351X101 5,255 441,230 SH   SOLE   441,230 0 0
AVIS BUDGET GROUP INC COM 053774105 635 18,060 SH   SOLE   18,060 0 0
B & G FOODS INC NEW COM 05508R106 3,299 158,590 SH   SOLE   158,590 0 0
B2GOLD CORP COM 11777Q209 7,155 2,361,440 SH   SOLE   2,361,440 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 4,183 123,170 SH   SOLE   123,170 0 0
BANK OZK COM 06417N103 7,934 263,690 SH   SOLE   263,690 0 0
BAUSCH HEALTH COS INC COM 071734107 6,903 273,690 SH   SOLE   273,690 0 0
BAXTER INTL INC COM 071813109 7,262 88,670 SH   SOLE   88,670 0 0
BERRY GLOBAL GROUP INC COM 08579W103 5,910 112,380 SH   SOLE   112,380 0 0
BEST BUY INC COM 086516101 6,414 91,990 SH   SOLE   91,990 0 0
BLACKSTONE GROUP L P COM UNIT LTD 09253U108 2,521 56,750 SH   SOLE   56,750 0 0
BOOKING HLDGS INC COM 09857L108 167,650 89,427 SH   SOLE   89,427 0 0
BOSTON BEER INC CL A 100557107 6,539 17,310 SH   SOLE   17,310 0 0
BOYD GAMING CORP COM 103304101 3,475 129,000 SH   SOLE   129,000 0 0
BRIGHTSPHERE INVESTMNT GRP P SHS G1644T109 4,730 414,540 SH   SOLE   414,540 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 5,487 121,000 SH   SOLE   121,000 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 76,787 2,202,092 SH   SOLE   2,202,092 0 0
BROADCOM INC COM 11135F101 3,739 12,990 SH   SOLE   12,990 0 0
BROWN FORMAN CORP CL B 115637209 6,198 111,810 SH   SOLE   111,810 0 0
BURLINGTON STORES INC COM 122017106 6,336 37,240 SH   SOLE   37,240 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 5,585 78,870 SH   SOLE   78,870 0 0
CALERES INC COM 129500104 2,151 107,990 SH   SOLE   107,990 0 0
CAPITAL ONE FINL CORP COM 14040H105 866 9,540 SH   SOLE   9,540 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 3,922 113,100 SH   SOLE   113,100 0 0
CARBONITE INC COM 141337105 5,182 198,990 SH   SOLE   198,990 0 0
CASEYS GEN STORES INC COM 147528103 22,867 146,590 SH   SOLE   146,590 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 5,864 1,815,514 SH   SOLE   1,815,514 0 0
CDK GLOBAL INC COM 12508E101 2,454 49,642 SH   SOLE   49,642 0 0
CENTENE CORP DEL COM 15135B101 321,106 6,123,308 SH   SOLE   6,123,308 0 0
CERNER CORP COM 156782104 3,504 47,800 SH   SOLE   47,800 0 0
CF INDS HLDGS INC COM 125269100 6,489 138,920 SH   SOLE   138,920 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 10,872 94,040 SH   SOLE   94,040 0 0
CHEESECAKE FACTORY INC COM 163072101 13,906 318,070 SH   SOLE   318,070 0 0
CHILDRENS PL INC COM 168905107 9,941 104,220 SH   SOLE   104,220 0 0
CHURCH & DWIGHT INC COM 171340102 1,737 23,780 SH   SOLE   23,780 0 0
CHURCHILL DOWNS INC COM 171484108 11,769 102,280 SH   SOLE   102,280 0 0
CIGNA CORP NEW COM 125523100 5,470 34,720 SH   SOLE   34,720 0 0
CINEMARK HOLDINGS INC COM 17243V102 8,333 230,820 SH   SOLE   230,820 0 0
CISCO SYS INC COM 17275R102 2,455 44,860 SH   SOLE   44,860 0 0
CIT GROUP INC COM NEW 125581801 5,033 95,790 SH   SOLE   95,790 0 0
CITRIX SYS INC COM 177376100 7,877 80,260 SH   SOLE   80,260 0 0
CLOROX CO DEL COM 189054109 1,643 10,730 SH   SOLE   10,730 0 0
CNOOC LTD SPONSORED ADR 126132109 4,930 28,940 SH   SOLE   28,940 0 0
COLGATE PALMOLIVE CO COM 194162103 3,173 44,270 SH   SOLE   44,270 0 0
COMMSCOPE HLDG CO INC COM 20337X109 291,191 18,511,826 SH   SOLE   18,511,826 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,809 24,420 SH   SOLE   24,420 0 0
CORNING INC COM 219350105 5,652 170,080 SH   SOLE   170,080 0 0
CORTEVA INC COM 22052L104 97,885 3,310,296 SH   SOLE   3,310,296 0 0
CREDIT ACCEP CORP MICH COM 225310101 5,100 10,540 SH   SOLE   10,540 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 5,580 151,170 SH   SOLE   151,170 0 0
DARDEN RESTAURANTS INC COM 237194105 15,718 129,120 SH   SOLE   129,120 0 0
DECKERS OUTDOOR CORP COM 243537107 24,111 137,020 SH   SOLE   137,020 0 0
DELL TECHNOLOGIES INC CL C 24703L202 766 15,070 SH   SOLE   15,070 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 17,461 307,690 SH   SOLE   307,690 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 1,163 6,750 SH   SOLE   6,750 0 0
DICKS SPORTING GOODS INC COM 253393102 5,013 144,760 SH   SOLE   144,760 0 0
DISCOVERY INC COM SER A 25470F104 6,224 202,740 SH   SOLE   202,740 0 0
DOLLAR GEN CORP NEW COM 256677105 71 529 SH   SOLE   529 0 0
DOMTAR CORP COM NEW 257559203 1,082 24,300 SH   SOLE   24,300 0 0
DOW INC COM 260557103 90,648 1,838,326 SH   SOLE   1,838,326 0 0
DUPONT DE NEMOURS INC COM 26614N102 323,651 4,311,324 SH   SOLE   4,311,324 0 0
DXC TECHNOLOGY CO COM 23355L106 400,103 7,254,821 SH   SOLE   7,254,821 0 0
E L F BEAUTY INC COM 26856L103 3,142 222,830 SH   SOLE   222,830 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 5,117 114,740 SH   SOLE   114,740 0 0
EAGLE MATERIALS INC COM 26969P108 38,031 410,262 SH   SOLE   410,262 0 0
EASTMAN CHEMICAL CO COM 277432100 157 2,020 SH   SOLE   2,020 0 0
EATON CORP PLC SHS G29183103 2,914 34,990 SH   SOLE   34,990 0 0
EBAY INC COM 278642103 5,570 141,010 SH   SOLE   141,010 0 0
ENDO INTL PLC SHS G30401106 3,084 748,640 SH   SOLE   748,640 0 0
ETHAN ALLEN INTERIORS INC COM 297602104 4,546 215,845 SH   SOLE   215,845 0 0
ETSY INC COM 29786A106 5,236 85,320 SH   SOLE   85,320 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,535 41,610 SH   SOLE   41,610 0 0
EXTRACTION OIL AND GAS INC COM 30227M105 5,758 1,329,860 SH   SOLE   1,329,860 0 0
EXTREME NETWORKS INC COM 30226D106 1,338 206,780 SH   SOLE   206,780 0 0
FACEBOOK INC CL A 30303M102 4,923 25,510 SH   SOLE   25,510 0 0
FASTENAL CO COM 311900104 6,704 205,720 SH   SOLE   205,720 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 4,924 356,330 SH   SOLE   356,330 0 0
FIREEYE INC COM 31816Q101 1,531 103,380 SH   SOLE   103,380 0 0
FISERV INC COM 337738108 116,926 1,282,650 SH   SOLE   1,282,650 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 5,564 167,900 SH   SOLE   167,900 0 0
FLOWERS FOODS INC COM 343498101 5,240 225,190 SH   SOLE   225,190 0 0
FORD MTR CO DEL COM 345370860 11,888 1,162,080 SH   SOLE   1,162,080 0 0
FORTINET INC COM 34959E109 4,985 64,880 SH   SOLE   64,880 0 0
GARMIN LTD SHS H2906T109 3,324 41,650 SH   SOLE   41,650 0 0
GENWORTH FINL INC COM CL A 37247D106 5,969 1,608,910 SH   SOLE   1,608,910 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,843 28,560 SH   SOLE   28,560 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 12,065 788,590 SH   SOLE   788,590 0 0
GRAPHIC PACKAGING HLDG CO COM 388689101 45,932 3,285,568 SH   SOLE   3,285,568 0 0
GRAY TELEVISION INC COM 389375106 4,142 252,690 SH   SOLE   252,690 0 0
GROUPON INC COM 399473107 4,110 1,148,090 SH   SOLE   1,148,090 0 0
GUESS INC COM 401617105 5,997 371,310 SH   SOLE   371,310 0 0
HAEMONETICS CORP COM 405024100 10,778 89,560 SH   SOLE   89,560 0 0
HANESBRANDS INC COM 410345102 14,030 814,730 SH   SOLE   814,730 0 0
HASBRO INC COM 418056107 7,940 75,130 SH   SOLE   75,130 0 0
HENRY JACK & ASSOC INC COM 426281101 3,861 28,830 SH   SOLE   28,830 0 0
HERSHEY CO COM 427866108 3,741 27,910 SH   SOLE   27,910 0 0
HIBBETT SPORTS INC COM 428567101 1,727 94,900 SH   SOLE   94,900 0 0
HOME DEPOT INC COM 437076102 7,664 36,850 SH   SOLE   36,850 0 0
HONEYWELL INTL INC COM 438516106 1,879 10,760 SH   SOLE   10,760 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 5,132 213,280 SH   SOLE   213,280 0 0
HOSTESS BRANDS INC CL A 44109J106 3,864 267,610 SH   SOLE   267,610 0 0
HP INC COM 40434L105 2,957 142,220 SH   SOLE   142,220 0 0
HUDBAY MINERALS INC COM 443628102 1,542 284,750 SH   SOLE   284,750 0 0
HUMANA INC COM 444859102 411,408 1,550,726 SH   SOLE   1,550,726 0 0
HUNTSMAN CORP COM 447011107 5,678 277,770 SH   SOLE   277,770 0 0
IAA INC COM 449253103 79,124 2,040,335 SH   SOLE   2,040,335 0 0
IAC INTERACTIVECORP COM 44919P508 6,004 27,600 SH   SOLE   27,600 0 0
INGERSOLL-RAND PLC SHS G47791101 2,848 22,480 SH   SOLE   22,480 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 2,052 14,880 SH   SOLE   14,880 0 0
INTL PAPER CO COM 460146103 1,137 26,250 SH   SOLE   26,250 0 0
IROBOT CORP COM 462726100 1,802 19,660 SH   SOLE   19,660 0 0
J & J SNACK FOODS CORP COM 466032109 835 5,190 SH   SOLE   5,190 0 0
JABIL INC COM 466313103 1,470 46,530 SH   SOLE   46,530 0 0
JACK IN THE BOX INC COM 466367109 16,635 204,390 SH   SOLE   204,390 0 0
JETBLUE AWYS CORP COM 477143101 13,855 749,300 SH   SOLE   749,300 0 0
JOHNSON & JOHNSON COM 478160104 9,644 69,240 SH   SOLE   69,240 0 0
KAR AUCTION SVCS INC COM 48238T109 126,648 5,065,923 SH   SOLE   5,065,923 0 0
KIMBERLY CLARK CORP COM 494368103 474 3,560 SH   SOLE   3,560 0 0
KKR & CO INC CL A 48251W104 48,659 1,925,572 SH   SOLE   1,925,572 0 0
KOHLS CORP COM 500255104 2,388 50,230 SH   SOLE   50,230 0 0
KRAFT HEINZ CO COM 500754106 3,784 121,900 SH   SOLE   121,900 0 0
KROGER CO COM 501044101 916 42,210 SH   SOLE   42,210 0 0
L3 TECHNOLOGIES INC COM 502413107 7,605 31,020 SH   SOLE   31,020 0 0
LA Z BOY INC COM 505336107 1,624 52,960 SH   SOLE   52,960 0 0
LAM RESEARCH CORP COM 512807108 4,764 25,360 SH   SOLE   25,360 0 0
LANCASTER COLONY CORP COM 513847103 2,223 14,960 SH   SOLE   14,960 0 0
LANDSTAR SYS INC COM 515098101 5,704 52,820 SH   SOLE   52,820 0 0
LAS VEGAS SANDS CORP COM 517834107 65,277 1,104,713 SH   SOLE   1,104,713 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 3,345 299,760 SH   SOLE   299,760 0 0
LIBERTY EXPEDIA HLDGS INC SER A COM 53046P109 6,244 130,650 SH   SOLE   130,650 0 0
LIVANOVA PLC SHS G5509L101 5,126 71,240 SH   SOLE   71,240 0 0
LOCKHEED MARTIN CORP COM 539830109 1,959 5,390 SH   SOLE   5,390 0 0
LOGITECH INTL S A SHS H50430232 3,709 92,820 SH   SOLE   92,820 0 0
LOGMEIN INC COM 54142L109 5,448 73,940 SH   SOLE   73,940 0 0
LOWES COS INC COM 548661107 202,127 2,003,041 SH   SOLE   2,003,041 0 0
LPL FINL HLDGS INC COM 50212V100 5,641 69,150 SH   SOLE   69,150 0 0
LULULEMON ATHLETICA INC COM 550021109 22,416 124,390 SH   SOLE   124,390 0 0
LUMENTUM HLDGS INC COM 55024U109 15,017 281,158 SH   SOLE   281,158 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 9,358 108,650 SH   SOLE   108,650 0 0
M & T BK CORP COM 55261F104 12,043 70,810 SH   SOLE   70,810 0 0
MACYS INC COM 55616P104 16,151 752,610 SH   SOLE   752,610 0 0
MADDEN STEVEN LTD COM 556269108 1,424 41,950 SH   SOLE   41,950 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 3,533 384,810 SH   SOLE   384,810 0 0
MANULIFE FINL CORP COM 56501R106 2,044 112,460 SH   SOLE   112,460 0 0
MCCORMICK & CO INC COM NON VTG 579780206 5,613 36,210 SH   SOLE   36,210 0 0
MEDICINES CO COM 584688105 141,033 3,867,083 SH   SOLE   3,867,083 0 0
MEDIDATA SOLUTIONS INC COM 58471A105 4,123 45,550 SH   SOLE   45,550 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 5,706 51,560 SH   SOLE   51,560 0 0
MERCER INTL INC COM 588056101 5,262 340,130 SH   SOLE   340,130 0 0
MERITAGE HOMES CORP COM 59001A102 5,741 111,821 SH   SOLE   111,821 0 0
MGM RESORTS INTERNATIONAL COM 552953101 129,347 4,527,373 SH   SOLE   4,527,373 0 0
MICHAELS COS INC COM 59408Q106 1,103 126,750 SH   SOLE   126,750 0 0
MICRON TECHNOLOGY INC COM 595112103 481 12,470 SH   SOLE   12,470 0 0
MICROSOFT CORP COM 594918104 204,200 1,524,332 SH   SOLE   1,524,332 0 0
MOLINA HEALTHCARE INC COM 60855R100 5,806 40,560 SH   SOLE   40,560 0 0
MOLSON COORS BREWING CO CL B 60871R209 5,717 102,090 SH   SOLE   102,090 0 0
MOMO INC ADR 60879B107 5,121 143,040 SH   SOLE   143,040 0 0
MONRO INC COM 610236101 12,574 147,410 SH   SOLE   147,410 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 6,899 108,090 SH   SOLE   108,090 0 0
MORGAN STANLEY COM NEW 617446448 5,589 127,580 SH   SOLE   127,580 0 0
NETAPP INC COM 64110D104 1,520 24,640 SH   SOLE   24,640 0 0
NETEASE INC SPONSORED ADR 64110W102 5,369 20,990 SH   SOLE   20,990 0 0
NETFLIX INC COM 64110L106 24,126 65,680 SH   SOLE   65,680 0 0
NETGEAR INC COM 64111Q104 433 17,130 SH   SOLE   17,130 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 4,466 46,240 SH   SOLE   46,240 0 0
NIKE INC CL B 654106103 64,284 765,739 SH   SOLE   765,739 0 0
NIO INC SPON ADS 62914V106 404 158,310 SH   SOLE   158,310 0 0
NORTHERN TR CORP COM 665859104 5,556 61,730 SH   SOLE   61,730 0 0
NU SKIN ENTERPRISES INC CL A 67018T105 3,021 61,250 SH   SOLE   61,250 0 0
NUCOR CORP COM 670346105 6,152 111,660 SH   SOLE   111,660 0 0
NVIDIA CORP COM 67066G104 1,613 9,820 SH   SOLE   9,820 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,452 55,860 SH   SOLE   55,860 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 7,911 21,420 SH   SOLE   21,420 0 0
ONEMAIN HLDGS INC COM 68268W103 4,800 141,980 SH   SOLE   141,980 0 0
ORACLE CORP COM 68389X105 1,769 31,060 SH   SOLE   31,060 0 0
OSHKOSH CORP COM 688239201 3,520 42,160 SH   SOLE   42,160 0 0
OWENS CORNING NEW COM 690742101 204,135 3,507,466 SH   SOLE   3,507,466 0 0
OXFORD INDS INC COM 691497309 2,761 36,420 SH   SOLE   36,420 0 0
PALO ALTO NETWORKS INC COM 697435105 2,643 12,970 SH   SOLE   12,970 0 0
PAPA JOHNS INTL INC COM 698813102 9,762 218,290 SH   SOLE   218,290 0 0
PEABODY ENERGY CORP NEW COM 704551100 5,678 235,600 SH   SOLE   235,600 0 0
PEPSICO INC COM 713448108 8,558 65,260 SH   SOLE   65,260 0 0
PERRIGO CO PLC SHS G97822103 4,505 94,610 SH   SOLE   94,610 0 0
PERSPECTA INC COM 715347100 175,333 7,489,642 SH   SOLE   7,489,642 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 5,769 370,510 SH   SOLE   370,510 0 0
PINTEREST INC CL A 72352L106 257 9,438 SH   SOLE   9,438 0 0
PLANET FITNESS INC CL A 72703H101 2,423 33,450 SH   SOLE   33,450 0 0
POLARIS INDS INC COM 731068102 2,531 27,740 SH   SOLE   27,740 0 0
PRESTIGE CONSMR HEALTHCARE I COM 74112D101 2,414 76,190 SH   SOLE   76,190 0 0
PROCTER AND GAMBLE CO COM 742718109 10,218 93,190 SH   SOLE   93,190 0 0
QORVO INC COM 74736K101 6,123 91,920 SH   SOLE   91,920 0 0
QUALCOMM INC COM 747525103 5,959 78,330 SH   SOLE   78,330 0 0
RALPH LAUREN CORP CL A 751212101 9,421 82,940 SH   SOLE   82,940 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 1,365 44,650 SH   SOLE   44,650 0 0
ROSS STORES INC COM 778296103 5,103 51,480 SH   SOLE   51,480 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 783 58,690 SH   SOLE   58,690 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 5,223 218,000 SH   SOLE   218,000 0 0
SCIENTIFIC GAMES CORP COM 80874P109 4,682 236,210 SH   SOLE   236,210 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 6,175 62,690 SH   SOLE   62,690 0 0
SEAWORLD ENTMT INC COM 81282V100 1,836 59,220 SH   SOLE   59,220 0 0
SHAKE SHACK INC CL A 819047101 891 12,340 SH   SOLE   12,340 0 0
SHERWIN WILLIAMS CO COM 824348106 7,420 16,190 SH   SOLE   16,190 0 0
SIGNET JEWELERS LIMITED SHS G81276100 5,717 319,720 SH   SOLE   319,720 0 0
SINA CORP ORD G81477104 4,263 98,840 SH   SOLE   98,840 0 0
SINCLAIR BROADCAST GROUP INC CL A 829226109 6,075 113,270 SH   SOLE   113,270 0 0
SKECHERS U S A INC CL A 830566105 16,723 531,070 SH   SOLE   531,070 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 461 12,300 SH   SOLE   12,300 0 0
SLEEP NUMBER CORP COM 83125X103 2,124 52,590 SH   SOLE   52,590 0 0
SMUCKER J M CO COM NEW 832696405 7,896 68,550 SH   SOLE   68,550 0 0
SNAP ON INC COM 833034101 10,059 60,730 SH   SOLE   60,730 0 0
SONY CORP SPONSORED ADR 835699307 5,370 102,510 SH   SOLE   102,510 0 0
SOUTHWEST AIRLS CO COM 844741108 2,284 44,970 SH   SOLE   44,970 0 0
STARBUCKS CORP COM 855244109 25,735 306,990 SH   SOLE   306,990 0 0
STEEL DYNAMICS INC COM 858119100 3,525 116,720 SH   SOLE   116,720 0 0
STONECO LTD COM CL A G85158106 77,364 2,615,410 SH   SOLE   2,615,410 0 0
SYMANTEC CORP COM 871503108 6,350 291,810 SH   SOLE   291,810 0 0
SYNOPSYS INC COM 871607107 35,557 276,299 SH   SOLE   276,299 0 0
T MOBILE US INC COM 872590104 283,066 3,817,999 SH   SOLE   3,817,999 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,365 136,970 SH   SOLE   136,970 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 29,787 1,682,888 SH   SOLE   1,682,888 0 0
TAPESTRY INC COM 876030107 5,883 185,420 SH   SOLE   185,420 0 0
TECK RESOURCES LTD CL B 878742204 5,949 257,990 SH   SOLE   257,990 0 0
TEXAS INSTRS INC COM 882508104 8,733 76,100 SH   SOLE   76,100 0 0
TEXAS ROADHOUSE INC COM 882681109 14,410 268,496 SH   SOLE   268,496 0 0
TJX COS INC NEW COM 872540109 1,764 33,360 SH   SOLE   33,360 0 0
TORO CO COM 891092108 5,954 89,000 SH   SOLE   89,000 0 0
TORONTO DOMINION BK ONT COM NEW 891160509 11,693 200,360 SH   SOLE   200,360 0 0
TRANSOCEAN LTD REG SHS H8817H100 3,899 608,320 SH   SOLE   608,320 0 0
TRIPADVISOR INC COM 896945201 5,095 110,070 SH   SOLE   110,070 0 0
TWITTER INC COM 90184L102 6,269 179,640 SH   SOLE   179,640 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,960 150,071 SH   SOLE   150,071 0 0
UBIQUITI NETWORKS INC COM 90347A100 4,129 31,400 SH   SOLE   31,400 0 0
UNDER ARMOUR INC CL A 904311107 7,038 277,630 SH   SOLE   277,630 0 0
UNILEVER N V N Y SHS NEW 904784709 6,019 99,130 SH   SOLE   99,130 0 0
UNITED CONTL HLDGS INC COM 910047109 1,816 20,740 SH   SOLE   20,740 0 0
URBAN OUTFITTERS INC COM 917047102 2,642 116,120 SH   SOLE   116,120 0 0
US FOODS HLDG CORP COM 912008109 2,164 60,520 SH   SOLE   60,520 0 0
V F CORP COM 918204108 16,623 190,300 SH   SOLE   190,300 0 0
VIACOM INC NEW CL B 92553P201 6,698 224,250 SH   SOLE   224,250 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103 158 18,320 SH   SOLE   18,320 0 0
VISA INC COM CL A 92826C839 5,359 30,880 SH   SOLE   30,880 0 0
VMWARE INC CL A COM 928563402 4,740 28,350 SH   SOLE   28,350 0 0
WALMART INC COM 931142103 2,183 19,760 SH   SOLE   19,760 0 0
WARRIOR MET COAL INC COM 93627C101 6,118 234,220 SH   SOLE   234,220 0 0
WEIGHT WATCHERS INTL INC NEW COM 948626106 42 2,186 SH   SOLE   2,186 0 0
WESTLAKE CHEM CORP COM 960413102 88,875 1,279,512 SH   SOLE   1,279,512 0 0
WHIRLPOOL CORP COM 963320106 2,748 19,300 SH   SOLE   19,300 0 0
WILLIAMS SONOMA INC COM 969904101 4,379 67,370 SH   SOLE   67,370 0 0
WINGSTOP INC COM 974155103 15,908 167,890 SH   SOLE   167,890 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108 6,077 84,160 SH   SOLE   84,160 0 0
WYNN RESORTS LTD COM 983134107 34,194 275,777 SH   SOLE   275,777 0 0
XILINX INC COM 983919101 6,931 58,780 SH   SOLE   58,780 0 0
YELP INC CL A 985817105 6,227 182,190 SH   SOLE   182,190 0 0
YUM BRANDS INC COM 988498101 2,643 23,880 SH   SOLE   23,880 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 4,382 37,220 SH   SOLE   37,220 0 0
ZOETIS INC CL A 98978V103 8,551 75,350 SH   SOLE   75,350 0 0
ZUMIEZ INC COM 989817101 9,403 360,250 SH   SOLE   360,250 0 0