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 3,058 22,400 SH   SOLE   22,400 0 0
ABBVIE INC COM 00287Y109 5,229 68,625 SH   SOLE   68,625 0 0
ADOBE INC COM 00724F101 4,210 13,230 SH   SOLE   13,230 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 3,878 41,557 SH   SOLE   41,557 0 0
AECOM COM 00766T100 1,599 53,552 SH   SOLE   53,552 0 0
AECOM COM 00766T100 2,090 70,000 SH Call SOLE   70,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 3,598 39,329 SH   SOLE   39,329 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 4,161 46,345 SH   SOLE   46,345 0 0
ALLERGAN PLC SHS G0177J108 1,379 7,787 SH   SOLE   7,787 0 0
ALPHABET INC CAP STK CL A 02079K305 3,221 2,772 SH   SOLE   2,772 0 0
ALPS ETF TR ALERIAN MLP 00162Q866 4,300 1,250,000 SH Call SOLE   1,250,000 0 0
AMAZON COM INC COM 023135106 2,901 1,488 SH   SOLE   1,488 0 0
AMEREN CORP COM 023608102 3,609 49,547 SH   SOLE   49,547 0 0
AMERISOURCEBERGEN CORP COM 03073E105 1,557 17,597 SH   SOLE   17,597 0 0
AMICUS THERAPEUTICS INC COM 03152W109 2,555 276,557 SH   SOLE   276,557 0 0
ANTHEM INC COM 036752103 4,929 21,710 SH   SOLE   21,710 0 0
ANTHEM INC COM 036752103 409 1,800 SH Call SOLE   1,800 0 0
APTIV PLC SHS G6095L109 2,222 45,131 SH   SOLE   45,131 0 0
AUTODESK INC COM 052769106 2,045 13,100 SH   SOLE   13,100 0 0
AUTOZONE INC COM 053332102 1,553 1,836 SH   SOLE   1,836 0 0
AVIS BUDGET GROUP COM 053774105 1,307 94,014 SH   SOLE   94,014 0 0
BAKER HUGHES COMPANY CL A 05722G100 943 89,800 SH   SOLE   89,800 0 0
BALL CORP COM 058498106 1,589 24,572 SH   SOLE   24,572 0 0
BAXTER INTL INC COM 071813109 4,910 60,471 SH   SOLE   60,471 0 0
BEST BUY INC COM 086516101 2,769 48,585 SH   SOLE   48,585 0 0
BIO RAD LABS INC CL A 090572207 4,254 12,136 SH   SOLE   12,136 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 1,808 70,988 SH   SOLE   70,988 0 0
BOSTON SCIENTIFIC CORP COM 101137107 3,779 115,800 SH   SOLE   115,800 0 0
BOYD GAMING CORP COM 103304101 898 62,274 SH   SOLE   62,274 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 5,501 98,686 SH   SOLE   98,686 0 0
BROADCOM INC COM 11135F101 6,703 28,272 SH   SOLE   28,272 0 0
BURLINGTON STORES INC COM 122017106 3,069 19,366 SH   SOLE   19,366 0 0
CABOT OIL & GAS CORP COM 127097103 2,377 138,272 SH   SOLE   138,272 0 0
CALLAWAY GOLF CO COM 131193104 2,531 247,643 SH   SOLE   247,643 0 0
CANADIAN PAC RY LTD COM 13645T100 8,062 36,645 SH   SOLE   36,645 0 0
CARDINAL HEALTH INC COM 14149Y108 1,310 27,325 SH   SOLE   27,325 0 0
CATALENT INC COM 148806102 5,461 105,115 SH   SOLE   105,115 0 0
CATERPILLAR INC DEL COM 149123101 2,599 22,400 SH   SOLE   22,400 0 0
CENTENE CORP DEL COM 15135B101 1,537 25,871 SH   SOLE   25,871 0 0
CENTENNIAL RESOURCE DEV INC CL A 15136A102 125 475,864 SH   SOLE   475,864 0 0
CHEGG INC COM 163092109 776 21,685 SH   SOLE   21,685 0 0
CHEVRON CORP NEW COM 166764100 5,519 76,166 SH   SOLE   76,166 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 2,676 4,090 SH   SOLE   4,090 0 0
CHURCHILL DOWNS INC COM 171484108 865 8,400 SH   SOLE   8,400 0 0
CIENA CORP COM NEW 171779309 3,967 99,644 SH   SOLE   99,644 0 0
CIGNA CORP NEW COM 125523100 1,732 9,778 SH   SOLE   9,778 0 0
CINEMARK HOLDINGS INC COM 17243V102 415 40,774 SH   SOLE   40,774 0 0
CITRIX SYS INC COM 177376100 6,605 46,663 SH   SOLE   46,663 0 0
CONOCOPHILLIPS COM 20825C104 2,723 88,398 SH   SOLE   88,398 0 0
COSTCO WHSL CORP NEW COM 22160K105 5,708 20,020 SH   SOLE   20,020 0 0
CSX CORP COM 126408103 6,583 114,889 SH   SOLE   114,889 0 0
CVS HEALTH CORP COM 126650100 1,607 27,080 SH   SOLE   27,080 0 0
DANAHER CORPORATION COM 235851102 2,527 18,259 SH   SOLE   18,259 0 0
DANAHER CORPORATION COM 235851102 595 4,300 SH Call SOLE   4,300 0 0
DARDEN RESTAURANTS INC COM 237194105 773 14,200 SH   SOLE   14,200 0 0
DAVITA INC COM 23918K108 1,330 17,484 SH   SOLE   17,484 0 0
DECKERS OUTDOOR CORP COM 243537107 1,648 12,302 SH   SOLE   12,302 0 0
DEERE & CO COM 244199105 2,893 20,936 SH   SOLE   20,936 0 0
DEXCOM INC COM 252131107 857 3,183 SH   SOLE   3,183 0 0
DICKS SPORTING GOODS INC COM 253393102 792 37,275 SH   SOLE   37,275 0 0
DOLLAR GEN CORP NEW COM 256677105 5,849 38,734 SH   SOLE   38,734 0 0
DOLLAR TREE INC COM 256746108 3,356 45,679 SH   SOLE   45,679 0 0
DOVER CORP COM 260003108 2,806 33,429 SH   SOLE   33,429 0 0
EDISON INTL COM 281020107 2,367 43,200 SH   SOLE   43,200 0 0
EMERSON ELEC CO COM 291011104 2,992 62,800 SH   SOLE   62,800 0 0
ENDO INTL PLC SHS G30401106 416 112,492 SH   SOLE   112,492 0 0
ENTERGY CORP NEW COM 29364G103 2,387 25,400 SH   SOLE   25,400 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 1,000 66,901 SH   SOLE   66,901 0 0
EQT CORPORATION COM 26884L109 1,365 193,091 SH   SOLE   193,091 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105 673 21,351 SH   SOLE   21,351 0 0
EVERSOURCE ENERGY COM 30040W108 2,690 34,390 SH   SOLE   34,390 0 0
EXPEDIA GROUP INC COM NEW 30212P303 663 11,782 SH   SOLE   11,782 0 0
EXPEDITORS INTL WASH INC COM 302130109 1,868 28,000 SH   SOLE   28,000 0 0
EXXON MOBIL CORP COM 30231G102 4,326 113,919 SH   SOLE   113,919 0 0
F M C CORP COM NEW 302491303 1,961 24,000 SH   SOLE   24,000 0 0
FACEBOOK INC CL A 30303M102 2,752 16,500 SH   SOLE   16,500 0 0
FASTENAL CO COM 311900104 2,031 65,000 SH   SOLE   65,000 0 0
FEDEX CORP COM 31428X106 4,315 35,581 SH   SOLE   35,581 0 0
FIRSTENERGY CORP COM 337932107 1,943 48,500 SH   SOLE   48,500 0 0
FIVE BELOW INC COM 33829M101 933 13,258 SH   SOLE   13,258 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 877 4,700 SH   SOLE   4,700 0 0
FLYING EAGLE ACQUISITION COR UNIT 99/99/9999 34407Y202 997 100,000 SH   SOLE   100,000 0 0
FOOT LOCKER INC COM 344849104 471 21,379 SH   SOLE   21,379 0 0
GENERAC HLDGS INC COM 368736104 1,818 19,517 SH   SOLE   19,517 0 0
GENERAL ELECTRIC CO COM 369604103 511 64,354 SH   SOLE   64,354 0 0
GENERAL ELECTRIC CO COM 369604103 3,176 400,000 SH Call SOLE   400,000 0 0
GENTEX CORP COM 371901109 2,327 105,000 SH   SOLE   105,000 0 0
GRAINGER W W INC COM 384802104 1,789 7,200 SH   SOLE   7,200 0 0
HASBRO INC COM 418056107 1,293 18,076 SH   SOLE   18,076 0 0
HEALTHPEAK PROPERTIES INC COM 42250P103 332 13,900 SH   SOLE   13,900 0 0
HERSHEY CO COM 427866108 1,815 13,696 SH   SOLE   13,696 0 0
HESS CORP COM 42809H107 4,141 124,346 SH   SOLE   124,346 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203 2,294 33,613 SH   SOLE   33,613 0 0
HOLOGIC INC COM 436440101 1,876 53,445 SH   SOLE   53,445 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 4,409 148,836 SH   SOLE   148,836 0 0
HP INC COM 40434L105 2,057 118,500 SH   SOLE   118,500 0 0
HUBBELL INC COM 443510607 2,260 19,700 SH   SOLE   19,700 0 0
HUMANA INC COM 444859102 1,481 4,715 SH   SOLE   4,715 0 0
ICU MED INC COM 44930G107 1,353 6,706 SH   SOLE   6,706 0 0
IDACORP INC COM 451107106 1,972 22,461 SH   SOLE   22,461 0 0
ILLINOIS TOOL WKS INC COM 452308109 1,565 11,015 SH   SOLE   11,015 0 0
IMPINJ INC COM 453204109 2,537 151,800 SH   SOLE   151,800 0 0
IMPINJ INC COM 453204109 836 50,000 SH Call SOLE   50,000 0 0
INGERSOLL RAND INC COM 45687V106 530 21,385 SH   SOLE   21,385 0 0
INPHI CORP COM 45772F107 346 4,365 SH   SOLE   4,365 0 0
INTEL CORP COM 458140100 6,654 122,957 SH   SOLE   122,957 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,409 2,846 SH   SOLE   2,846 0 0
ITT INC COM 45073V108 1,894 41,757 SH   SOLE   41,757 0 0
KINDER MORGAN INC DEL COM 49456B101 856 61,500 SH   SOLE   61,500 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 1,684 51,335 SH   SOLE   51,335 0 0
L BRANDS INC COM 501797104 469 40,567 SH   SOLE   40,567 0 0
LANDSTAR SYS INC COM 515098101 542 5,658 SH   SOLE   5,658 0 0
LAS VEGAS SANDS CORP COM 517834107 1,345 31,665 SH   SOLE   31,665 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104 2,471 138,660 SH   SOLE   138,660 0 0
LAUDER ESTEE COS INC CL A 518439104 1,447 9,084 SH   SOLE   9,084 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 809 29,700 SH   SOLE   29,700 0 0
LITHIA MTRS INC CL A 536797103 1,944 23,772 SH   SOLE   23,772 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 460 10,125 SH   SOLE   10,125 0 0
LOWES COS INC COM 548661107 5,003 58,135 SH   SOLE   58,135 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 3,473 183,466 SH   SOLE   183,466 0 0
MAGNA INTL INC COM 559222401 2,803 87,804 SH   SOLE   87,804 0 0
MARATHON PETE CORP COM 56585A102 2,753 116,558 SH   SOLE   116,558 0 0
MASTERCARD INC CL A 57636Q104 2,259 9,351 SH   SOLE   9,351 0 0
MAXLINEAR INC COM 57776J100 1,788 153,196 SH   SOLE   153,196 0 0
MCCORMICK & CO INC COM NON VTG 579780206 1,079 7,641 SH   SOLE   7,641 0 0
MCKESSON CORP COM 58155Q103 969 7,167 SH   SOLE   7,167 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 6,636 54,700 SH Call SOLE   54,700 0 0
MELLANOX TECHNOLOGIES LTD SHS M51363113 5,312 43,784 SH   SOLE   43,784 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 353 14,900 SH   SOLE   14,900 0 0
MGM RESORTS INTERNATIONAL COM 552953101 481 40,779 SH   SOLE   40,779 0 0
MICRON TECHNOLOGY INC COM 595112103 5,716 135,890 SH   SOLE   135,890 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 1,534 27,274 SH   SOLE   27,274 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 736 30,590 SH   SOLE   30,590 0 0
NAVISTAR INTL CORP NEW COM 63934E108 1,613 97,801 SH   SOLE   97,801 0 0
NETFLIX INC COM 64110L106 3,159 8,412 SH   SOLE   8,412 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 3,002 34,682 SH   SOLE   34,682 0 0
NOBLE ENERGY INC COM 655044105 3,109 514,698 SH   SOLE   514,698 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,406 7,952 SH   SOLE   7,952 0 0
NOVOCURE LTD ORD SHS G6674U108 1,176 17,465 SH   SOLE   17,465 0 0
OSHKOSH CORP COM 688239201 785 12,200 SH   SOLE   12,200 0 0
PACCAR INC COM 693718108 4,408 72,110 SH   SOLE   72,110 0 0
PACKAGING CORP AMER COM 695156109 1,302 15,000 SH   SOLE   15,000 0 0
PAPA JOHNS INTL INC COM 698813102 1,175 22,020 SH   SOLE   22,020 0 0
PARSLEY ENERGY INC CL A 701877102 1,762 307,538 SH   SOLE   307,538 0 0
PASSAGE BIO INC COM 702712100 338 21,486 SH   SOLE   21,486 0 0
PAYPAL HLDGS INC COM 70450Y103 2,101 21,940 SH   SOLE   21,940 0 0
PDC ENERGY INC COM 69327R101 1,292 207,997 SH   SOLE   207,997 0 0
PERFORMANCE FOOD GROUP CO COM 71377A103 1,094 44,264 SH   SOLE   44,264 0 0
PERRIGO CO PLC SHS G97822103 629 13,077 SH   SOLE   13,077 0 0
PIONEER NAT RES CO COM 723787107 4,660 66,435 SH   SOLE   66,435 0 0
PORTLAND GEN ELEC CO COM NEW 736508847 3,711 77,411 SH   SOLE   77,411 0 0
PROCTER & GAMBLE CO COM 742718109 1,506 13,695 SH   SOLE   13,695 0 0
RALPH LAUREN CORP CL A 751212101 1,510 22,600 SH   SOLE   22,600 0 0
REPUBLIC SVCS INC COM 760759100 2,635 35,100 SH   SOLE   35,100 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106 662 22,706 SH   SOLE   22,706 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 2,377 122,900 SH   SOLE   122,900 0 0
SCORPIO TANKERS INC SHS Y7542C130 1,951 102,025 SH   SOLE   102,025 0 0
SCORPIO TANKERS INC SHS Y7542C130 1,434 75,000 SH Call SOLE   75,000 0 0
SCOTTS MIRACLE GRO CO CL A 810186106 1,208 11,800 SH   SOLE   11,800 0 0
SKECHERS U S A INC CL A 830566105 946 39,839 SH   SOLE   39,839 0 0
SM ENERGY CO COM 78454L100 115 94,587 SH   SOLE   94,587 0 0
SNAP INC CL A 83304A106 733 61,609 SH   SOLE   61,609 0 0
SOUTHWEST AIRLS CO COM 844741108 1,496 42,000 SH   SOLE   42,000 0 0
SPECTRUM BRANDS HLDGS INC NE COM 84790A105 466 12,800 SH   SOLE   12,800 0 0
STANLEY BLACK & DECKER INC COM 854502101 455 4,551 SH   SOLE   4,551 0 0
STERIS PLC SHS USD G8473T100 954 6,814 SH   SOLE   6,814 0 0
SUNCOR ENERGY INC NEW COM 867224107 1,974 123,800 SH   SOLE   123,800 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 4,076 268,510 SH   SOLE   268,510 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 279 4,330 SH   SOLE   4,330 0 0
TEMPUR SEALY INTL INC COM 88023U101 957 21,888 SH   SOLE   21,888 0 0
TENABLE HLDGS INC COM 88025T102 2,097 95,929 SH   SOLE   95,929 0 0
TENNECO INC CL A VTG COM STK 880349105 235 65,288 SH   SOLE   65,288 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 885 98,544 SH   SOLE   98,544 0 0
TEXAS ROADHOUSE INC COM 882681109 673 16,299 SH   SOLE   16,299 0 0
THE REALREAL INC COM 88339P101 344 49,093 SH   SOLE   49,093 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,901 17,283 SH   SOLE   17,283 0 0
TJX COS INC NEW COM 872540109 1,283 26,834 SH   SOLE   26,834 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 3,536 42,813 SH   SOLE   42,813 0 0
TRINITY INDS INC COM 896522109 1,774 110,400 SH   SOLE   110,400 0 0
ULTA BEAUTY INC COM 90384S303 707 4,025 SH   SOLE   4,025 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 2,667 60,033 SH   SOLE   60,033 0 0
UNION PAC CORP COM 907818108 2,316 16,419 SH   SOLE   16,419 0 0
UNITED RENTALS INC COM 911363109 2,058 20,000 SH   SOLE   20,000 0 0
UNITED TECHNOLOGIES CORP COM 913017109 2,923 30,991 SH   SOLE   30,991 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 4,312 45,476 SH   SOLE   45,476 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,964 11,887 SH   SOLE   11,887 0 0
UNITEDHEALTH GROUP INC COM 91324P102 524 2,100 SH Call SOLE   2,100 0 0
US FOODS HLDG CORP COM 912008109 211 11,900 SH   SOLE   11,900 0 0
VALERO ENERGY CORP COM 91913Y100 689 15,200 SH   SOLE   15,200 0 0
VENTAS INC COM 92276F100 1,009 37,637 SH   SOLE   37,637 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,994 8,381 SH   SOLE   8,381 0 0
VISA INC COM CL A 92826C839 2,701 16,764 SH   SOLE   16,764 0 0
VISTEON CORP COM NEW 92839U206 293 6,116 SH   SOLE   6,116 0 0
WENDYS CO COM 95058W100 2,168 145,730 SH   SOLE   145,730 0 0
WERNER ENTERPRISES INC COM 950755108 3,163 87,227 SH   SOLE   87,227 0 0
WESTERN DIGITAL CORP. COM 958102105 5,516 132,542 SH   SOLE   132,542 0 0
WILLIAMS COS INC COM 969457100 2,956 208,935 SH   SOLE   208,935 0 0
WILLIAMS SONOMA INC COM 969904101 1,404 33,030 SH   SOLE   33,030 0 0
WINNEBAGO INDS INC COM 974637100 2,009 72,227 SH   SOLE   72,227 0 0
WPX ENERGY INC COM 98212B103 1,279 419,242 SH   SOLE   419,242 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,276 40,500 SH   SOLE   40,500 0 0
YUM BRANDS INC COM 988498101 1,272 18,565 SH   SOLE   18,565 0 0
YUM CHINA HLDGS INC COM 98850P109 661 15,514 SH   SOLE   15,514 0 0