Maverick Capital 13F-HR Quarterly holdings report by institutional manager

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
Expires:	Oct 31, 2018
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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