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
3M CO COM 88579Y101 1,011 5,733 SH   SOLE   5,733 0 0
58 COM INC SPON ADR REP A 31680Q104 4,331 66,905 SH   SOLE   66,905 0 0
ABBOTT LABS COM 002824100 10,626 122,337 SH   SOLE   122,337 0 0
ACACIA COMMUNICATIONS INC COM 00401C108 4,637 68,389 SH   SOLE   68,389 0 0
ACCO BRANDS CORP COM 00081T108 365 38,992 SH   SOLE   38,992 0 0
ACTIVISION BLIZZARD INC COM 00507V109 2,613 43,971 SH   SOLE   43,971 0 0
ADOBE INC COM 00724F101 58,882 178,534 SH   SOLE   178,534 0 0
ADVANCED MICRO DEVICES INC COM 007903107 7,682 167,519 SH   SOLE   167,519 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 1,372 30,048 SH   SOLE   30,048 0 0
AGCO CORP COM 001084102 60,534 783,615 SH   SOLE   783,615 0 0
AKORN INC COM 009728106 1,862 1,241,326 SH   SOLE   1,241,326 0 0
ALASKA AIR GROUP INC COM 011659109 4,531 66,873 SH   SOLE   66,873 0 0
ALCOA CORP COM 013872106 2,482 115,367 SH   SOLE   115,367 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 406,033 1,914,349 SH   SOLE   1,914,349 0 0
ALIGN TECHNOLOGY INC COM 016255101 5,626 20,162 SH   SOLE   20,162 0 0
ALLEGHENY TECHNOLOGIES INC COM 01741R102 1,463 70,817 SH   SOLE   70,817 0 0
ALLERGAN PLC SHS G0177J108 4,290 22,441 SH   SOLE   22,441 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 4,751 42,342 SH   SOLE   42,342 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 260,388 2,260,897 SH   SOLE   2,260,897 0 0
ALPHABET INC CAP STK CL C 02079K107 413,249 309,082 SH   SOLE   309,082 0 0
AMERIPRISE FINL INC COM 03076C106 4,526 27,171 SH   SOLE   27,171 0 0
AMERISOURCEBERGEN CORP COM 03073E105 6,572 77,294 SH   SOLE   77,294 0 0
ANALOG DEVICES INC COM 032654105 1,814 15,262 SH   SOLE   15,262 0 0
ANSYS INC COM 03662Q105 5,499 21,363 SH   SOLE   21,363 0 0
ANTERO RES CORP COM 03674X106 5,963 2,092,135 SH   SOLE   2,092,135 0 0
APPLE INC COM 037833100 15,365 52,323 SH   SOLE   52,323 0 0
AT HOME GROUP INC COM 04650Y100 867 157,701 SH   SOLE   157,701 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 81,665 4,958,431 SH   SOLE   4,958,431 0 0
AUTODESK INC COM 052769106 2,973 16,206 SH   SOLE   16,206 0 0
AVANTOR INC COM 05352A100 66,145 3,644,368 SH   SOLE   3,644,368 0 0
AVIS BUDGET GROUP INC COM 053774105 19,968 619,340 SH   SOLE   619,340 0 0
AVNET INC COM 053807103 2,311 54,443 SH   SOLE   54,443 0 0
AXALTA COATING SYS LTD COM G0750C108 2,577 84,773 SH   SOLE   84,773 0 0
BANK OF NT BUTTERFIELD&SON L SHS NEW G0772R208 4,415 119,255 SH   SOLE   119,255 0 0
BAUSCH HEALTH COS INC COM 071734107 4,332 144,798 SH   SOLE   144,798 0 0
BAXTER INTL INC COM 071813109 2,038 24,373 SH   SOLE   24,373 0 0
BED BATH & BEYOND INC COM 075896100 7,265 419,956 SH   SOLE   419,956 0 0
BIO TECHNE CORP COM 09073M104 2,026 9,229 SH   SOLE   9,229 0 0
BOOKING HLDGS INC COM 09857L108 4,923 2,397 SH   SOLE   2,397 0 0
BORGWARNER INC COM 099724106 6,893 158,896 SH   SOLE   158,896 0 0
BOSTON BEER INC CL A 100557107 13,379 35,408 SH   SOLE   35,408 0 0
BOYD GAMING CORP COM 103304101 1,275 42,592 SH   SOLE   42,592 0 0
BRF SA SPONSORED ADR 10552T107 4,266 490,322 SH   SOLE   490,322 0 0
BRIGHTSPHERE INVT GROUP INC COM 10948W103 4,775 467,203 SH   SOLE   467,203 0 0
BRINKER INTL INC COM 109641100 7,501 178,587 SH   SOLE   178,587 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 7,398 115,253 SH   SOLE   115,253 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 103,778 2,444,145 SH   SOLE   2,444,145 0 0
BROADCOM INC COM 11135F101 506 1,601 SH   SOLE   1,601 0 0
BROWN FORMAN CORP CL B 115637209 2,106 31,161 SH   SOLE   31,161 0 0
BUCKLE INC COM 118440106 4,433 163,935 SH   SOLE   163,935 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 4,107 59,219 SH   SOLE   59,219 0 0
CAESARS ENTMT CORP COM 127686103 2,577 189,501 SH   SOLE   189,501 0 0
CALERES INC COM 129500104 3,932 165,568 SH   SOLE   165,568 0 0
CAMPBELL SOUP CO COM 134429109 8,044 162,777 SH   SOLE   162,777 0 0
CAPITAL ONE FINL CORP COM 14040H105 4,622 44,917 SH   SOLE   44,917 0 0
CARTERS INC COM 146229109 5,737 52,469 SH   SOLE   52,469 0 0
CASTLIGHT HEALTH INC CL B 14862Q100 2,415 1,815,514 SH   SOLE   1,815,514 0 0
CENTENE CORP DEL COM 15135B101 198,911 3,163,851 SH   SOLE   3,163,851 0 0
CF INDS HLDGS INC COM 125269100 4,728 99,039 SH   SOLE   99,039 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 251 2,261 SH   SOLE   2,261 0 0
CHEGG INC COM 163092109 15,131 399,120 SH   SOLE   399,120 0 0
CHEVRON CORP NEW COM 166764100 2,398 19,897 SH   SOLE   19,897 0 0
CHILDRENS PL INC COM 168905107 1,819 29,091 SH   SOLE   29,091 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 18,370 21,945 SH   SOLE   21,945 0 0
CHURCHILL DOWNS INC COM 171484108 5,019 36,584 SH   SOLE   36,584 0 0
CINTAS CORP COM 172908105 5,725 21,276 SH   SOLE   21,276 0 0
CISCO SYS INC COM 17275R102 2,906 60,598 SH   SOLE   60,598 0 0
CIT GROUP INC COM NEW 125581801 4,153 91,020 SH   SOLE   91,020 0 0
CITRIX SYS INC COM 177376100 4,070 36,696 SH   SOLE   36,696 0 0
CNOOC LTD SPONSORED ADR 126132109 4,763 28,576 SH   SOLE   28,576 0 0
COCA COLA CO COM 191216100 5,694 102,871 SH   SOLE   102,871 0 0
COGNEX CORP COM 192422103 2,215 39,524 SH   SOLE   39,524 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 3,006 30,006 SH   SOLE   30,006 0 0
COMMSCOPE HLDG CO INC COM 20337X109 274,240 19,326,308 SH   SOLE   19,326,308 0 0
CONAGRA BRANDS INC COM 205887102 2,347 68,531 SH   SOLE   68,531 0 0
CONSTELLATION BRANDS INC CL A 21036P108 4,587 24,172 SH   SOLE   24,172 0 0
COOPER COS INC COM NEW 216648402 2,044 6,361 SH   SOLE   6,361 0 0
CORNING INC COM 219350105 4,075 139,995 SH   SOLE   139,995 0 0
COSTCO WHSL CORP NEW COM 22160K105 25,349 86,244 SH   SOLE   86,244 0 0
CRACKER BARREL OLD CTRY STOR COM 22410J106 3,258 21,193 SH   SOLE   21,193 0 0
CRANE CO COM 224399105 2,288 26,492 SH   SOLE   26,492 0 0
CREDIT ACCEP CORP MICH COM 225310101 4,269 9,652 SH   SOLE   9,652 0 0
CROCS INC COM 227046109 11,174 266,754 SH   SOLE   266,754 0 0
CROWN HOLDINGS INC COM 228368106 205,314 2,830,353 SH   SOLE   2,830,353 0 0
CURTISS WRIGHT CORP COM 231561101 1,376 9,767 SH   SOLE   9,767 0 0
CYPRESS SEMICONDUCTOR CORP COM 232806109 2,052 87,957 SH   SOLE   87,957 0 0
DAVE & BUSTERS ENTMT INC COM 238337109 567 14,114 SH   SOLE   14,114 0 0
DAVITA INC COM 23918K108 4,660 62,106 SH   SOLE   62,106 0 0
DELEK US HLDGS INC NEW COM 24665A103 1,510 45,047 SH   SOLE   45,047 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 13,324 227,840 SH   SOLE   227,840 0 0
DEVON ENERGY CORP NEW COM 25179M103 5,315 204,646 SH   SOLE   204,646 0 0
DIAGEO P L C SPON ADR NEW 25243Q205 13,846 82,209 SH   SOLE   82,209 0 0
DINE BRANDS GLOBAL INC COM 254423106 1,993 23,861 SH   SOLE   23,861 0 0
DISCOVERY INC COM SER A 25470F104 4,515 137,914 SH   SOLE   137,914 0 0
DISNEY WALT CO COM DISNEY 254687106 2,565 17,737 SH   SOLE   17,737 0 0
DOLLAR TREE INC COM 256746108 68,403 727,300 SH   SOLE   727,300 0 0
DUNKIN BRANDS GROUP INC COM 265504100 3,033 40,150 SH   SOLE   40,150 0 0
DUPONT DE NEMOURS INC COM 26614N102 458,570 7,142,842 SH   SOLE   7,142,842 0 0
DXC TECHNOLOGY CO COM 23355L106 338,002 8,991,796 SH   SOLE   8,991,796 0 0
E L F BEAUTY INC COM 26856L103 9,346 579,391 SH   SOLE   579,391 0 0
E TRADE FINANCIAL CORP COM NEW 269246401 4,610 101,610 SH   SOLE   101,610 0 0
EASTMAN CHEMICAL CO COM 277432100 2,102 26,526 SH   SOLE   26,526 0 0
EBAY INC COM 278642103 4,241 117,435 SH   SOLE   117,435 0 0
ECHOSTAR CORP CL A 278768106 4,298 99,248 SH   SOLE   99,248 0 0
EL POLLO LOCO HLDGS INC COM 268603107 2,173 143,535 SH   SOLE   143,535 0 0
EMERSON ELEC CO COM 291011104 624 8,183 SH   SOLE   8,183 0 0
ENVESTNET INC COM 29404K106 1,811 26,002 SH   SOLE   26,002 0 0
ERICSSON ADR B SEK 10 294821608 4,054 461,740 SH   SOLE   461,740 0 0
ETSY INC COM 29786A106 2,449 55,277 SH   SOLE   55,277 0 0
EXELIXIS INC COM 30161Q104 1,617 91,759 SH   SOLE   91,759 0 0
EXPEDIA GROUP INC COM NEW 30212P303 4,421 40,879 SH   SOLE   40,879 0 0
EXTREME NETWORKS INC COM 30226D106 2,086 283,062 SH   SOLE   283,062 0 0
FACEBOOK INC CL A 30303M102 4,220 20,558 SH   SOLE   20,558 0 0
FARFETCH LTD ORD SH CL A 30744W107 5,493 530,718 SH   SOLE   530,718 0 0
FIAT CHRYSLER AUTOMOBILES N SHS N31738102 4,126 280,885 SH   SOLE   280,885 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 2,457 17,668 SH   SOLE   17,668 0 0
FIREEYE INC COM 31816Q101 5,692 344,356 SH   SOLE   344,356 0 0
FIVE9 INC COM 338307101 1,977 30,152 SH   SOLE   30,152 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 162,772 565,729 SH   SOLE   565,729 0 0
FLIR SYS INC COM 302445101 3,844 73,827 SH   SOLE   73,827 0 0
FLOWERS FOODS INC COM 343498101 848 39,014 SH   SOLE   39,014 0 0
FOOT LOCKER INC COM 344849104 518 13,293 SH   SOLE   13,293 0 0
FORD MTR CO DEL COM 345370860 11,094 1,192,862 SH   SOLE   1,192,862 0 0
FORTINET INC COM 34959E109 18,103 169,563 SH   SOLE   169,563 0 0
FOSSIL GROUP INC COM 34988V106 172 21,771 SH   SOLE   21,771 0 0
FRONTDOOR INC COM 35905A109 44,219 932,500 SH   SOLE   932,500 0 0
GAP INC COM 364760108 8,375 473,709 SH   SOLE   473,709 0 0
GENERAL DYNAMICS CORP COM 369550108 5,093 28,880 SH   SOLE   28,880 0 0
GENERAL ELECTRIC CO COM 369604103 2,452 219,700 SH   SOLE   219,700 0 0
GENERAL MLS INC COM 370334104 12,878 240,440 SH   SOLE   240,440 0 0
GILEAD SCIENCES INC COM 375558103 1,648 25,365 SH   SOLE   25,365 0 0
GOLAR LNG LTD BERMUDA SHS G9456A100 4,529 318,526 SH   SOLE   318,526 0 0
GREEN DOT CORP CL A 39304D102 4,369 187,530 SH   SOLE   187,530 0 0
GRUBHUB INC COM 400110102 32,549 669,176 SH   SOLE   669,176 0 0
HAEMONETICS CORP COM 405024100 1,058 9,207 SH   SOLE   9,207 0 0
HAIN CELESTIAL GROUP INC COM 405217100 2,717 104,673 SH   SOLE   104,673 0 0
HANESBRANDS INC COM 410345102 4,259 286,816 SH   SOLE   286,816 0 0
HASBRO INC COM 418056107 1,264 11,967 SH   SOLE   11,967 0 0
HCA HEALTHCARE INC COM 40412C101 3,701 25,039 SH   SOLE   25,039 0 0
HEICO CORP NEW COM 422806109 1,599 14,006 SH   SOLE   14,006 0 0
HELEN OF TROY CORP LTD COM G4388N106 6,033 33,555 SH   SOLE   33,555 0 0
HENRY JACK & ASSOC INC COM 426281101 3,268 22,434 SH   SOLE   22,434 0 0
HERSHEY CO COM 427866108 201 1,366 SH   SOLE   1,366 0 0
HERTZ GLOBAL HLDGS INC COM 42806J106 4,331 274,979 SH   SOLE   274,979 0 0
HEXCEL CORP NEW COM 428291108 1,781 24,291 SH   SOLE   24,291 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,732 24,636 SH   SOLE   24,636 0 0
HOME DEPOT INC COM 437076102 9,044 41,416 SH   SOLE   41,416 0 0
HONEYWELL INTL INC COM 438516106 5,188 29,311 SH   SOLE   29,311 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 4,613 127,436 SH   SOLE   127,436 0 0
HOSTESS BRANDS INC CL A 44109J106 5,061 348,071 SH   SOLE   348,071 0 0
HP INC COM 40434L105 7,748 377,050 SH   SOLE   377,050 0 0
HUMANA INC COM 444859102 170,717 465,779 SH   SOLE   465,779 0 0
HUNTSMAN CORP COM 447011107 4,790 198,270 SH   SOLE   198,270 0 0
HYATT HOTELS CORP COM CL A 448579102 37,962 423,164 SH   SOLE   423,164 0 0
IDEX CORP COM 45167R104 2,167 12,600 SH   SOLE   12,600 0 0
IDEXX LABS INC COM 45168D104 2,269 8,688 SH   SOLE   8,688 0 0
ILLINOIS TOOL WKS INC COM 452308109 2,348 13,071 SH   SOLE   13,071 0 0
INTEL CORP COM 458140100 64,455 1,076,938 SH   SOLE   1,076,938 0 0
INTELSAT S A COM L5140P101 4,753 676,060 SH   SOLE   676,060 0 0
INTL PAPER CO COM 460146103 4,628 100,494 SH   SOLE   100,494 0 0
INTUIT COM 461202103 7,547 28,812 SH   SOLE   28,812 0 0
IROBOT CORP COM 462726100 3,001 59,265 SH   SOLE   59,265 0 0
JETBLUE AWYS CORP COM 477143101 501 26,744 SH   SOLE   26,744 0 0
JOHNSON & JOHNSON COM 478160104 11,188 76,700 SH   SOLE   76,700 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 2,265 14,790 SH   SOLE   14,790 0 0
KAR AUCTION SVCS INC COM 48238T109 4,767 218,762 SH   SOLE   218,762 0 0
KIRKLAND LAKE GOLD LTD COM 49741E100 1,749 39,680 SH   SOLE   39,680 0 0
KKR & CO INC CL A 48251W104 33,783 1,158,156 SH   SOLE   1,158,156 0 0
KLA CORPORATION COM NEW 482480100 2,443 13,714 SH   SOLE   13,714 0 0
KOHLS CORP COM 500255104 12,909 253,361 SH   SOLE   253,361 0 0
KROGER CO COM 501044101 2,797 96,465 SH   SOLE   96,465 0 0
KT CORP SPONSORED ADR 48268K101 4,343 374,414 SH   SOLE   374,414 0 0
L BRANDS INC COM 501797104 8,791 485,132 SH   SOLE   485,132 0 0
LA Z BOY INC COM 505336107 7,354 233,616 SH   SOLE   233,616 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 1,798 10,627 SH   SOLE   10,627 0 0
LAM RESEARCH CORP COM 512807108 7,726 26,422 SH   SOLE   26,422 0 0
LANCASTER COLONY CORP COM 513847103 4,852 30,303 SH   SOLE   30,303 0 0
LIGAND PHARMACEUTICALS INC COM NEW 53220K504 1,720 16,489 SH   SOLE   16,489 0 0
LKQ CORP COM 501889208 4,604 128,977 SH   SOLE   128,977 0 0
LOGITECH INTL S A SHS H50430232 7,439 157,048 SH   SOLE   157,048 0 0
LOGMEIN INC COM 54142L109 4,599 53,635 SH   SOLE   53,635 0 0
LOUISIANA PAC CORP COM 546347105 2,939 99,054 SH   SOLE   99,054 0 0
LOWES COS INC COM 548661107 147,552 1,232,060 SH   SOLE   1,232,060 0 0
LPL FINL HLDGS INC COM 50212V100 4,534 49,148 SH   SOLE   49,148 0 0
LULULEMON ATHLETICA INC COM 550021109 8,683 37,481 SH   SOLE   37,481 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3,004 31,796 SH   SOLE   31,796 0 0
MADDEN STEVEN LTD COM 556269108 1,525 35,458 SH   SOLE   35,458 0 0
MALLINCKRODT PUB LTD CO SHS G5785G107 3,786 1,084,888 SH   SOLE   1,084,888 0 0
MASTERCARD INC CL A 57636Q104 2,069 6,928 SH   SOLE   6,928 0 0
MCCORMICK & CO INC COM NON VTG 579780206 13,347 78,634 SH   SOLE   78,634 0 0
MCDONALDS CORP COM 580135101 826 4,180 SH   SOLE   4,180 0 0
MEDICINES CO COM 584688105 184,871 2,176,487 SH   SOLE   2,176,487 0 0
MEET GROUP INC COM 58513U101 4,729 943,820 SH   SOLE   943,820 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 4,291 36,621 SH   SOLE   36,621 0 0
MERCURY SYS INC COM 589378108 1,666 24,108 SH   SOLE   24,108 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,702 111,282 SH   SOLE   111,282 0 0
MICHAELS COS INC COM 59408Q106 358 44,256 SH   SOLE   44,256 0 0
MICRON TECHNOLOGY INC COM 595112103 217 4,039 SH   SOLE   4,039 0 0
MICROSOFT CORP COM 594918104 96,719 613,309 SH   SOLE   613,309 0 0
MIDDLEBY CORP COM 596278101 1,250 11,418 SH   SOLE   11,418 0 0
MIMECAST LTD ORD SHS G14838109 4,058 93,548 SH   SOLE   93,548 0 0
MOMO INC ADR 60879B107 3,666 109,426 SH   SOLE   109,426 0 0
MONOLITHIC PWR SYS INC COM 609839105 1,769 9,938 SH   SOLE   9,938 0 0
MONRO INC COM 610236101 1,577 20,167 SH   SOLE   20,167 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 342,101 5,383,179 SH   SOLE   5,383,179 0 0
MORGAN STANLEY COM NEW 617446448 4,658 91,126 SH   SOLE   91,126 0 0
MSC INDL DIRECT INC CL A 553530106 2,173 27,697 SH   SOLE   27,697 0 0
MURPHY OIL CORP COM 626717102 2,495 93,104 SH   SOLE   93,104 0 0
MURPHY USA INC COM 626755102 9,595 82,012 SH   SOLE   82,012 0 0
NATIONAL GEN HLDGS CORP COM 636220303 4,806 217,469 SH   SOLE   217,469 0 0
NAVIENT CORPORATION COM 63938C108 4,300 314,344 SH   SOLE   314,344 0 0
NEKTAR THERAPEUTICS COM 640268108 69,962 3,241,234 SH   SOLE   3,241,234 0 0
NETAPP INC COM 64110D104 9,850 158,225 SH   SOLE   158,225 0 0
NETEASE INC SPONSORED ADS 64110W102 4,057 13,229 SH   SOLE   13,229 0 0
NETFLIX INC COM 64110L106 260,336 804,574 SH   SOLE   804,574 0 0
NETGEAR INC COM 64111Q104 1,213 49,470 SH   SOLE   49,470 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 4,158 34,292 SH   SOLE   34,292 0 0
NEWMARKET CORP COM 651587107 2,199 4,519 SH   SOLE   4,519 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 1,616 13,781 SH   SOLE   13,781 0 0
NIKE INC CL B 654106103 15,076 148,814 SH   SOLE   148,814 0 0
NORDSTROM INC COM 655664100 10,182 248,772 SH   SOLE   248,772 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,581 35,999 SH   SOLE   35,999 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 6,540 14,923 SH   SOLE   14,923 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 1,678 8,842 SH   SOLE   8,842 0 0
ONEMAIN HLDGS INC COM 68268W103 4,375 103,799 SH   SOLE   103,799 0 0
ORACLE CORP COM 68389X105 9,636 181,871 SH   SOLE   181,871 0 0
OWENS CORNING NEW COM 690742101 2,242 34,425 SH   SOLE   34,425 0 0
OXFORD INDS INC COM 691497309 12,410 164,548 SH   SOLE   164,548 0 0
PACCAR INC COM 693718108 676 8,549 SH   SOLE   8,549 0 0
PACIRA BIOSCIENCES COM 695127100 4,585 101,219 SH   SOLE   101,219 0 0
PALO ALTO NETWORKS INC COM 697435105 13,965 60,389 SH   SOLE   60,389 0 0
PAPA JOHNS INTL INC COM 698813102 14,491 229,467 SH   SOLE   229,467 0 0
PAYPAL HLDGS INC COM 70450Y103 3,656 33,796 SH   SOLE   33,796 0 0
PBF ENERGY INC CL A 69318G106 1,755 55,944 SH   SOLE   55,944 0 0
PEABODY ENERGY CORP NEW COM 704551100 3,945 432,580 SH   SOLE   432,580 0 0
PEGASYSTEMS INC COM 705573103 1,933 24,269 SH   SOLE   24,269 0 0
PENN NATL GAMING INC COM 707569109 186 7,262 SH   SOLE   7,262 0 0
PEPSICO INC COM 713448108 585 4,277 SH   SOLE   4,277 0 0
PERSPECTA INC COM 715347100 142,155 5,376,510 SH   SOLE   5,376,510 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 4,519 283,528 SH   SOLE   283,528 0 0
PINTEREST INC CL A 72352L106 59 3,145 SH   SOLE   3,145 0 0
PLAYAGS INC COM 72814N104 4,898 403,757 SH   SOLE   403,757 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 1,252 52,425 SH   SOLE   52,425 0 0
POST HLDGS INC COM 737446104 12,952 118,717 SH   SOLE   118,717 0 0
PROCTER & GAMBLE CO COM 742718109 265 2,118 SH   SOLE   2,118 0 0
PVH CORP COM 693656100 5,248 49,909 SH   SOLE   49,909 0 0
QEP RES INC COM 74733V100 1,644 365,381 SH   SOLE   365,381 0 0
QORVO INC COM 74736K101 7,125 61,298 SH   SOLE   61,298 0 0
QUALCOMM INC COM 747525103 4,404 49,915 SH   SOLE   49,915 0 0
QUDIAN INC ADR 747798106 3,936 835,654 SH   SOLE   835,654 0 0
RALPH LAUREN CORP CL A 751212101 2,664 22,723 SH   SOLE   22,723 0 0
RAYTHEON CO COM NEW 755111507 3,300 15,018 SH   SOLE   15,018 0 0
RED ROBIN GOURMET BURGERS IN COM 75689M101 3,254 98,539 SH   SOLE   98,539 0 0
RELIANCE STEEL & ALUMINUM CO COM 759509102 6,086 50,816 SH   SOLE   50,816 0 0
RENT A CTR INC NEW COM 76009N100 4,665 161,744 SH   SOLE   161,744 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 28,673 449,634 SH   SOLE   449,634 0 0
RITCHIE BROS AUCTIONEERS COM 767744105 4,178 97,279 SH   SOLE   97,279 0 0
ROCKWELL AUTOMATION INC COM 773903109 2,432 11,998 SH   SOLE   11,998 0 0
ROKU INC COM CL A 77543R102 544 4,062 SH   SOLE   4,062 0 0
RUTHS HOSPITALITY GROUP INC COM 783332109 1,695 77,866 SH   SOLE   77,866 0 0
RYANAIR HLDGS PLC SPONSORED ADS 783513203 4,407 50,306 SH   SOLE   50,306 0 0
SABRE CORP COM 78573M104 2,289 101,987 SH   SOLE   101,987 0 0
SALLY BEAUTY HLDGS INC COM 79546E104 262 14,358 SH   SOLE   14,358 0 0
SANTANDER CONSUMER USA HDG I COM 80283M101 4,125 176,487 SH   SOLE   176,487 0 0
SCIENTIFIC GAMES CORP COM 80874P109 4,324 161,482 SH   SOLE   161,482 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 8,393 79,045 SH   SOLE   79,045 0 0
SHERWIN WILLIAMS CO COM 824348106 7,651 13,111 SH   SOLE   13,111 0 0
SHOE CARNIVAL INC COM 824889109 3,239 86,896 SH   SOLE   86,896 0 0
SILICON LABORATORIES INC COM 826919102 2,372 20,456 SH   SOLE   20,456 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 7,289 161,583 SH   SOLE   161,583 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 277 12,300 SH   SOLE   12,300 0 0
SLEEP NUMBER CORP COM 83125X103 13,242 268,918 SH   SOLE   268,918 0 0
SLM CORP COM 78442P106 4,787 537,261 SH   SOLE   537,261 0 0
SMITH A O CORP COM 831865209 2,148 45,096 SH   SOLE   45,096 0 0
SNAP ON INC COM 833034101 408 2,406 SH   SOLE   2,406 0 0
SONIC AUTOMOTIVE INC CL A 83545G102 2,910 93,881 SH   SOLE   93,881 0 0
SOUTHWEST AIRLS CO COM 844741108 9,125 169,041 SH   SOLE   169,041 0 0
SQUARE INC CL A 852234103 1,918 30,662 SH   SOLE   30,662 0 0
STAMPS COM INC COM NEW 852857200 1,544 18,481 SH   SOLE   18,481 0 0
STANLEY BLACK & DECKER INC COM 854502101 2,162 13,047 SH   SOLE   13,047 0 0
STARS GROUP INC COM 85570W100 4,507 172,762 SH   SOLE   172,762 0 0
STONECO LTD COM CL A G85158106 169,176 4,241,070 SH   SOLE   4,241,070 0 0
SVMK INC COM 78489X103 4,369 244,490 SH   SOLE   244,490 0 0
SYNAPTICS INC COM 87157D109 39,919 606,942 SH   SOLE   606,942 0 0
SYNCHRONY FINL COM 87165B103 577 16,026 SH   SOLE   16,026 0 0
SYSCO CORP COM 871829107 4,964 58,026 SH   SOLE   58,026 0 0
T MOBILE US INC COM 872590104 207,336 2,643,912 SH   SOLE   2,643,912 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 14,130 716,145 SH   SOLE   716,145 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 6,605 53,946 SH   SOLE   53,946 0 0
TAPESTRY INC COM 876030107 4,454 165,158 SH   SOLE   165,158 0 0
TECK RESOURCES LTD CL B 878742204 4,604 265,078 SH   SOLE   265,078 0 0
TELEFLEX INC COM 879369106 1,311 3,483 SH   SOLE   3,483 0 0
TEMPUR SEALY INTL INC COM 88023U101 2,132 24,487 SH   SOLE   24,487 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 4,525 461,715 SH   SOLE   461,715 0 0
TEXAS INSTRS INC COM 882508104 3,942 30,726 SH   SOLE   30,726 0 0
THOR INDS INC COM 885160101 1,567 21,096 SH   SOLE   21,096 0 0
TORO CO COM 891092108 4,185 52,534 SH   SOLE   52,534 0 0
TRIMBLE INC COM 896239100 2,417 57,981 SH   SOLE   57,981 0 0
TRIPADVISOR INC COM 896945201 4,768 156,939 SH   SOLE   156,939 0 0
TRUECAR INC COM 89785L107 4,136 870,773 SH   SOLE   870,773 0 0
TURTLE BEACH CORP COM NEW 900450206 1,011 107,013 SH   SOLE   107,013 0 0
TWITTER INC COM 90184L102 2,082 64,947 SH   SOLE   64,947 0 0
TYSON FOODS INC CL A 902494103 826 9,071 SH   SOLE   9,071 0 0
UBER TECHNOLOGIES INC COM 90353T100 4,463 150,071 SH   SOLE   150,071 0 0
UBIQUITI INC COM 90353W103 10,799 57,141 SH   SOLE   57,141 0 0
UNION PACIFIC CORP COM 907818108 2,505 13,855 SH   SOLE   13,855 0 0
UNITED AIRLINES HLDGS INC COM 910047109 4,347 49,344 SH   SOLE   49,344 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,302 14,781 SH   SOLE   14,781 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,674 9,095 SH   SOLE   9,095 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,999 9,700 SH   SOLE   9,700 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 5,194 36,203 SH   SOLE   36,203 0 0
URBAN OUTFITTERS INC COM 917047102 997 35,899 SH   SOLE   35,899 0 0
VAIL RESORTS INC COM 91879Q109 1,399 5,832 SH   SOLE   5,832 0 0
VEON LTD SPONSORED ADR 91822M106 4,007 1,583,689 SH   SOLE   1,583,689 0 0
VERISIGN INC COM 92343E102 4,630 24,028 SH   SOLE   24,028 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 2,082 33,915 SH   SOLE   33,915 0 0
VIACOMCBS INC CL B 92556H206 4,788 114,079 SH   SOLE   114,079 0 0
VIASAT INC COM 92552V100 2,021 27,607 SH   SOLE   27,607 0 0
VISA INC COM CL A 92826C839 1,837 9,779 SH   SOLE   9,779 0 0
VOYA FINL INC COM 929089100 4,702 77,103 SH   SOLE   77,103 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 2,419 41,032 SH   SOLE   41,032 0 0
WARRIOR MET COAL INC COM 93627C101 4,734 224,019 SH   SOLE   224,019 0 0
WASTE MGMT INC DEL COM 94106L109 2,393 20,997 SH   SOLE   20,997 0 0
WESTERN DIGITAL CORP COM 958102105 39,418 621,043 SH   SOLE   621,043 0 0
WESTLAKE CHEM CORP COM 960413102 162,238 2,312,723 SH   SOLE   2,312,723 0 0
WHIRLPOOL CORP COM 963320106 8,212 55,665 SH   SOLE   55,665 0 0
WILLIAMS SONOMA INC COM 969904101 22,436 305,507 SH   SOLE   305,507 0 0
WINGSTOP INC COM 974155103 6,345 73,585 SH   SOLE   73,585 0 0
WIX COM LTD SHS M98068105 12,525 102,349 SH   SOLE   102,349 0 0
WORKDAY INC CL A 98138H101 1,003 6,099 SH   SOLE   6,099 0 0
WW INTL INC COM 98262P101 84 2,186 SH   SOLE   2,186 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 4,934 78,554 SH   SOLE   78,554 0 0
XP INC CL A G98239109 66,570 1,728,206 SH   SOLE   1,728,206 0 0
XPO LOGISTICS INC COM 983793100 2,186 27,428 SH   SOLE   27,428 0 0
XYLEM INC COM 98419M100 7,754 98,410 SH   SOLE   98,410 0 0
ZEBRA TECHNOLOGIES CORP CL A 989207105 5,998 23,483 SH   SOLE   23,483 0 0
ZUMIEZ INC COM 989817101 6,586 190,667 SH   SOLE   190,667 0 0