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
3-D SYS CORP DEL COM NEW 88554D205 1,249 142,700 SH   SOLE   142,700 0 0
ABBVIE INC COM 00287Y109 7,172 81,000 SH   SOLE   81,000 0 0
ADIENT PLC ORD SHS G0084W101 4,089 192,400 SH   SOLE   192,400 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 7,752 48,400 SH   SOLE   48,400 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 7,615 89,267 SH   SOLE   89,267 0 0
ALASKA AIR GROUP INC COM 011659109 5,942 87,700 SH   SOLE   87,700 0 0
ALCON INC ORD SHS H01301128 5,585 98,616 SH   SOLE   98,616 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 6,846 63,300 SH   SOLE   63,300 0 0
ALLERGAN PLC SHS G0177J108 3,384 17,700 SH   SOLE   17,700 0 0
ALPHABET INC CAP STK CL C 02079K107 5,482 4,100 SH   SOLE   4,100 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 403 47,400 SH   SOLE   47,400 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 10,625 1,250,000 SH Call SOLE   1,250,000 0 0
AMAZON COM INC COM 023135106 2,400 1,299 SH   SOLE   1,299 0 0
AMEREN CORP COM 023608102 5,906 76,900 SH   SOLE   76,900 0 0
AMERICAN AXLE & MFG HLDGS IN COM 024061103 4,405 409,400 SH   SOLE   409,400 0 0
AMERICAN ELEC PWR CO INC COM 025537101 7,671 81,170 SH   SOLE   81,170 0 0
AMICUS THERAPEUTICS INC COM 03152W109 4,664 478,900 SH   SOLE   478,900 0 0
ANGI HOMESERVICES INC COM CL A 00183L102 1,430 168,800 SH   SOLE   168,800 0 0
ANTHEM INC COM 036752103 9,605 31,800 SH   SOLE   31,800 0 0
APTIV PLC SHS G6095L109 5,774 60,800 SH   SOLE   60,800 0 0
ARCONIC INC COM 03965L100 9,831 319,500 SH   SOLE   319,500 0 0
ASHLAND GLOBAL HLDGS INC COM 044186104 11,579 151,300 SH   SOLE   151,300 0 0
AVALARA INC COM 05338G106 2,571 35,101 SH   SOLE   35,101 0 0
BECTON DICKINSON & CO COM 075887109 6,201 22,801 SH   SOLE   22,801 0 0
BIO RAD LABS INC CL A 090572207 6,476 17,500 SH   SOLE   17,500 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 4,298 189,023 SH   SOLE   189,023 0 0
BOEING CO COM 097023105 14,040 43,100 SH   SOLE   43,100 0 0
BOSTON SCIENTIFIC CORP COM 101137107 4,856 107,382 SH   SOLE   107,382 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 8,011 124,800 SH   SOLE   124,800 0 0
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 6,131 78,400 SH   SOLE   78,400 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 2,001 13,863 SH   SOLE   13,863 0 0
CALLAWAY GOLF CO COM 131193104 3,959 186,735 SH   SOLE   186,735 0 0
CANADIAN PAC RY LTD COM 13645T100 9,254 36,300 SH   SOLE   36,300 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 1,713 44,900 SH   SOLE   44,900 0 0
CARDINAL HEALTH INC COM 14149Y108 4,540 89,767 SH   SOLE   89,767 0 0
CARS COM INC COM 14575E105 1,289 105,500 SH   SOLE   105,500 0 0
CATALENT INC COM 148806102 8,659 153,800 SH   SOLE   153,800 0 0
CENTENE CORP DEL COM 15135B101 4,571 72,710 SH   SOLE   72,710 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 837 181,160 SH   SOLE   181,160 0 0
CF INDS HLDGS INC COM 125269100 6,884 144,200 SH   SOLE   144,200 0 0
CHEWY INC CL A 16679L109 1,810 62,400 SH   SOLE   62,400 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 4,018 4,800 SH   SOLE   4,800 0 0
CONCHO RES INC COM 20605P101 4,489 51,260 SH   SOLE   51,260 0 0
CONOCOPHILLIPS COM 20825C104 5,990 92,115 SH   SOLE   92,115 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 5,855 117,400 SH   SOLE   117,400 0 0
CROWN HOLDINGS INC COM 228368106 9,184 126,600 SH   SOLE   126,600 0 0
DANAHER CORPORATION COM 235851102 15,796 102,920 SH   SOLE   102,920 0 0
DARDEN RESTAURANTS INC COM 237194105 2,529 23,200 SH   SOLE   23,200 0 0
DECKERS OUTDOOR CORP COM 243537107 1,264 7,484 SH   SOLE   7,484 0 0
DESIGNER BRANDS INC CL A 250565108 2,339 148,600 SH   SOLE   148,600 0 0
DEVON ENERGY CORP NEW COM 25179M103 4,114 158,422 SH   SOLE   158,422 0 0
DISNEY WALT CO COM DISNEY 254687106 3,862 26,700 SH   SOLE   26,700 0 0
DOLLAR TREE INC COM 256746108 5,295 56,300 SH   SOLE   56,300 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 5,920 64,900 SH   SOLE   64,900 0 0
EATON CORP PLC SHS G29183103 17,220 181,800 SH   SOLE   181,800 0 0
ELDORADO RESORTS INC COM 28470R102 4,735 79,400 SH   SOLE   79,400 0 0
EMERSON ELEC CO COM 291011104 8,564 112,300 SH   SOLE   112,300 0 0
ENERGIZER HLDGS INC NEW COM 29272W109 1,858 37,000 SH   SOLE   37,000 0 0
ENTERGY CORP NEW COM 29364G103 6,827 56,990 SH   SOLE   56,990 0 0
ENVISTA HLDGS CORP COM 29415F104 8,717 294,102 SH   SOLE   294,102 0 0
ETSY INC COM 29786A106 2,352 53,100 SH   SOLE   53,100 0 0
EXPEDIA GROUP INC COM NEW 30212P303 5,753 53,200 SH   SOLE   53,200 0 0
F M C CORP COM NEW 302491303 7,277 72,900 SH   SOLE   72,900 0 0
FIVE BELOW INC COM 33829M101 3,299 25,800 SH   SOLE   25,800 0 0
GARDNER DENVER HLDGS INC COM 36555P107 4,856 132,400 SH   SOLE   132,400 0 0
GENERAC HLDGS INC COM 368736104 5,190 51,600 SH   SOLE   51,600 0 0
GENERAL MTRS CO COM 37045V100 7,148 195,300 SH   SOLE   195,300 0 0
GILEAD SCIENCES INC COM 375558103 8,889 136,800 SH   SOLE   136,800 0 0
GLOBUS MED INC CL A 379577208 3,186 54,108 SH   SOLE   54,108 0 0
HASBRO INC COM 418056107 1,975 18,700 SH   SOLE   18,700 0 0
HERSHEY CO COM 427866108 5,776 39,300 SH   SOLE   39,300 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 3,616 32,600 SH   SOLE   32,600 0 0
HOME DEPOT INC COM 437076102 4,433 20,300 SH   SOLE   20,300 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 6,697 185,000 SH   SOLE   185,000 0 0
HUB GROUP INC CL A 443320106 5,750 112,100 SH   SOLE   112,100 0 0
HUMANA INC COM 444859102 12,030 32,822 SH   SOLE   32,822 0 0
HYATT HOTELS CORP COM CL A 448579102 5,894 65,700 SH   SOLE   65,700 0 0
IAC INTERACTIVECORP COM 44919P508 1,594 6,400 SH   SOLE   6,400 0 0
IDACORP INC COM 451107106 4,508 42,208 SH   SOLE   42,208 0 0
IMPINJ INC COM 453204109 6,051 234,000 SH   SOLE   234,000 0 0
IMPINJ INC COM 453204109 2,586 100,000 SH Call SOLE   100,000 0 0
INGERSOLL-RAND PLC SHS G47791101 17,838 134,200 SH   SOLE   134,200 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 4,592 7,768 SH   SOLE   7,768 0 0
ITT INC COM 45073V108 16,489 223,100 SH   SOLE   223,100 0 0
JOHNSON & JOHNSON COM 478160104 6,364 43,631 SH   SOLE   43,631 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 6,043 168,600 SH   SOLE   168,600 0 0
L BRANDS INC COM 501797104 1,256 69,300 SH   SOLE   69,300 0 0
LAS VEGAS SANDS CORP COM 517834107 5,351 77,500 SH   SOLE   77,500 0 0
LAUDER ESTEE COS INC CL A 518439104 6,258 30,300 SH   SOLE   30,300 0 0
LENNOX INTL INC COM 526107107 5,977 24,500 SH   SOLE   24,500 0 0
LITHIA MTRS INC CL A 536797103 6,983 47,500 SH   SOLE   47,500 0 0
LKQ CORP COM 501889208 6,540 183,200 SH   SOLE   183,200 0 0
LOCKHEED MARTIN CORP COM 539830109 12,616 32,400 SH   SOLE   32,400 0 0
LOWES COS INC COM 548661107 4,866 40,630 SH   SOLE   40,630 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 4,755 178,757 SH   SOLE   178,757 0 0
MANPOWERGROUP INC COM 56418H100 6,078 62,600 SH   SOLE   62,600 0 0
MASCO CORP COM 574599106 3,748 78,100 SH   SOLE   78,100 0 0
MAXLINEAR INC COM 57776J100 5,687 268,011 SH   SOLE   268,011 0 0
MEDNAX INC COM 58502B106 2,041 73,448 SH   SOLE   73,448 0 0
MERITOR INC COM 59001K100 3,012 115,000 SH   SOLE   115,000 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 744 938 SH   SOLE   938 0 0
MGM RESORTS INTERNATIONAL COM 552953101 3,503 105,300 SH   SOLE   105,300 0 0
MICRON TECHNOLOGY INC COM 595112103 4,518 84,000 SH   SOLE   84,000 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 2,113 75,964 SH   SOLE   75,964 0 0
NEVRO CORP COM 64157F103 1,790 15,225 SH   SOLE   15,225 0 0
NEW RELIC INC COM 64829B100 6,509 99,059 SH   SOLE   99,059 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 5,710 108,450 SH   SOLE   108,450 0 0
NISOURCE INC COM 65473P105 6,408 230,170 SH   SOLE   230,170 0 0
NOBLE ENERGY INC COM 655044105 3,200 128,840 SH   SOLE   128,840 0 0
NOMAD FOODS LTD USD ORD SHS G6564A105 2,056 91,900 SH   SOLE   91,900 0 0
NORFOLK SOUTHERN CORP COM 655844108 14,637 75,400 SH   SOLE   75,400 0 0
NORWEGIAN CRUISE LINE HLDG L SHS G66721104 4,013 68,700 SH   SOLE   68,700 0 0
NUTANIX INC CL A 67059N108 5,052 161,600 SH   SOLE   161,600 0 0
NUVASIVE INC COM 670704105 2,836 36,668 SH   SOLE   36,668 0 0
NVENT ELECTRIC PLC SHS G6700G107 7,037 275,100 SH   SOLE   275,100 0 0
NVIDIA CORP COM 67066G104 2,635 11,200 SH   SOLE   11,200 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 4,514 10,299 SH   SOLE   10,299 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 4,804 113,429 SH   SOLE   113,429 0 0
OSHKOSH CORP COM 688239201 5,764 60,900 SH   SOLE   60,900 0 0
PALO ALTO NETWORKS INC COM 697435105 2,752 11,900 SH   SOLE   11,900 0 0
PAYPAL HLDGS INC COM 70450Y103 4,965 45,900 SH   SOLE   45,900 0 0
PBF ENERGY INC CL A 69318G106 1,275 40,640 SH   SOLE   40,640 0 0
PDC ENERGY INC COM 69327R101 2,378 90,858 SH   SOLE   90,858 0 0
PENN NATL GAMING INC COM 707569109 2,791 109,200 SH   SOLE   109,200 0 0
PENTAIR PLC SHS G7S00T104 7,559 164,800 SH   SOLE   164,800 0 0
PHILLIPS 66 COM 718546104 2,135 19,167 SH   SOLE   19,167 0 0
PLAINS GP HLDGS L P LTD PARTNR INT A 72651A207 2,681 141,480 SH   SOLE   141,480 0 0
POLARIS INC COM 731068102 3,468 34,100 SH   SOLE   34,100 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 5,214 93,450 SH   SOLE   93,450 0 0
PURE STORAGE INC CL A 74624M102 5,497 321,300 SH   SOLE   321,300 0 0
QEP RES INC COM 74733V100 925 205,470 SH   SOLE   205,470 0 0
QIAGEN NV SHS NEW N72482123 6,422 190,000 SH   SOLE   190,000 0 0
QIAGEN NV SHS NEW N72482123 3,380 100,000 SH Call SOLE   100,000 0 0
RED ROCK RESORTS INC CL A 75700L108 2,527 105,500 SH   SOLE   105,500 0 0
REPLIGEN CORP COM 759916109 1,715 18,539 SH   SOLE   18,539 0 0
RH COM 74967X103 2,135 10,000 SH   SOLE   10,000 0 0
ROSS STORES INC COM 778296103 5,518 47,400 SH   SOLE   47,400 0 0
ROYAL CARIBBEAN CRUISES LTD COM V7780T103 6,275 47,000 SH   SOLE   47,000 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 1,551 65,700 SH   SOLE   65,700 0 0
SALESFORCE COM INC COM 79466L302 7,986 49,100 SH   SOLE   49,100 0 0
SCIENCE APPLICATNS INTL CP N COM 808625107 7,492 86,100 SH   SOLE   86,100 0 0
SCORPIO TANKERS INC SHS Y7542C130 6,294 160,000 SH   SOLE   160,000 0 0
SCORPIO TANKERS INC SHS Y7542C130 2,951 75,000 SH Call SOLE   75,000 0 0
SHERWIN WILLIAMS CO COM 824348106 7,586 13,000 SH   SOLE   13,000 0 0
SNAP INC CL A 83304A106 2,007 122,900 SH   SOLE   122,900 0 0
SOUTHWEST AIRLS CO COM 844741108 5,495 101,800 SH   SOLE   101,800 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 1,825 77,000 SH   SOLE   77,000 0 0
SPDR SERIES TRUST S&P OILGAS EXP 78464A730 5,925 250,000 SH Call SOLE   250,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 3,350 22,400 SH   SOLE   22,400 0 0
STANLEY BLACK & DECKER INC COM 854502101 9,530 57,500 SH   SOLE   57,500 0 0
STARBUCKS CORP COM 855244109 6,137 69,800 SH   SOLE   69,800 0 0
STRATASYS LTD SHS M85548101 3,592 177,600 SH   SOLE   177,600 0 0
SUNRUN INC COM 86771W105 704 51,000 SH   SOLE   51,000 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 8,156 413,400 SH   SOLE   413,400 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 1,461 24,515 SH   SOLE   24,515 0 0
TARGET CORP COM 87612E106 1,692 13,200 SH   SOLE   13,200 0 0
TEMPUR SEALY INTL INC COM 88023U101 3,160 36,300 SH   SOLE   36,300 0 0
TENABLE HLDGS INC COM 88025T102 2,755 115,000 SH   SOLE   115,000 0 0
TEXAS ROADHOUSE INC COM 882681109 3,233 57,400 SH   SOLE   57,400 0 0
THOR INDS INC COM 885160101 9,866 132,800 SH   SOLE   132,800 0 0
TRACTOR SUPPLY CO COM 892356106 2,588 27,700 SH   SOLE   27,700 0 0
TWITTER INC COM 90184L102 1,814 56,600 SH   SOLE   56,600 0 0
TYSON FOODS INC CL A 902494103 3,805 41,800 SH   SOLE   41,800 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 5,706 133,601 SH   SOLE   133,601 0 0
UNITED TECHNOLOGIES CORP COM 913017109 12,879 86,000 SH   SOLE   86,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 5,655 64,200 SH   SOLE   64,200 0 0
URBAN OUTFITTERS INC COM 917047102 2,316 83,400 SH   SOLE   83,400 0 0
VARONIS SYS INC COM 922280102 4,305 55,400 SH   SOLE   55,400 0 0
VENTAS INC COM 92276F100 3,070 53,162 SH   SOLE   53,162 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 5,934 27,100 SH   SOLE   27,100 0 0
VICI PPTYS INC COM 925652109 3,112 121,800 SH   SOLE   121,800 0 0
VIRGIN GALACTIC HOLDINGS INC COM 92766K106 1,617 140,000 SH   SOLE   140,000 0 0
VISTEON CORP COM NEW 92839U206 5,992 69,200 SH   SOLE   69,200 0 0
VISTRA ENERGY CORP COM 92840M102 2,307 100,353 SH   SOLE   100,353 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 3,561 60,394 SH   SOLE   60,394 0 0
WERNER ENTERPRISES INC COM 950755108 5,699 156,600 SH   SOLE   156,600 0 0
WESTROCK CO COM 96145D105 10,333 240,800 SH   SOLE   240,800 0 0
WILLIAMS COS INC DEL COM 969457100 4,450 187,600 SH   SOLE   187,600 0 0
WILLIAMS SONOMA INC COM 969904101 1,895 25,800 SH   SOLE   25,800 0 0
WINGSTOP INC COM 974155103 4,424 51,300 SH   SOLE   51,300 0 0
WINNEBAGO INDS INC COM 974637100 8,705 164,300 SH   SOLE   164,300 0 0
WPX ENERGY INC COM 98212B103 2,948 214,540 SH   SOLE   214,540 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 6,105 97,200 SH   SOLE   97,200 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 5,630 37,611 SH   SOLE   37,611 0 0