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 |