Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	531,946	$83.89M	5.7%	$79.55	+96.5%	COM	594918104
BABA	ALIBABA GROUP HLDG LTD	428,874	$83.41M	5.7%	$107.58	—	SPONSORED ADS	01609W102
AMZN	AMAZON COM INC	14,030	$27.36M	1.9%	$81.59	+18.6%	COM	023135106
GOOGL	ALPHABET INC	22,951	$26.67M	1.8%	$56.02	+20.1%	CAP STK CL A	02079K305
META	FACEBOOK INC	152,729	$25.48M	1.7%	$177.36	+9.6%	CL A	30303M102
V	VISA INC	138,013	$22.24M	1.5%	$131.85	+37.0%	COM CL A	92826C839
BMY	BRISTOL-MYERS SQUIBB CO	376,984	$21.01M	1.4%	$41.03	+18.4%	COM	110122108
MA	MASTERCARD INC	82,978	$20.04M	1.4%	$242.07	+18.9%	CL A	57636Q104
JNJ	JOHNSON & JOHNSON	151,658	$19.89M	1.4%	$90.71	+32.4%	COM	478160104
VCSH	VANGUARD SCOTTSDALE FDS	250,000	$19.77M	1.3%	$79.76	—	SHRT TRM CORP BD	92206C409
INTC	INTEL CORP	344,232	$18.63M	1.3%	$45.03	+16.2%	COM	458140100
JD	JD COM INC	448,515	$18.16M	1.2%	$31.79	—	SPON ADR CL A	47215P106
ISRG	INTUITIVE SURGICAL INC	35,518	$17.59M	1.2%	$172.44	+6.2%	COM NEW	46120E602
GILD	GILEAD SCIENCES INC	233,466	$17.45M	1.2%	$54.61	+0.6%	COM	375558103
—	TIFFANY & CO NEW	134,068	$17.36M	1.2%	$101.39	—	COM	886547108
TSM	TAIWAN SEMICONDUCTOR MFG LTD	362,478	$17.32M	1.2%	$43.47	—	SPONSORED ADS	874039100
MDT	MEDTRONIC PLC	190,875	$17.21M	1.2%	$76.51	+17.9%	SHS	G5960L103
NKE	NIKE INC	201,407	$16.66M	1.1%	$62.59	+37.2%	CL B	654106103
NTES	NETEASE INC	48,210	$15.47M	1.1%	$260.39	—	SPONSORED ADS	64110W102
—	NEW ORIENTAL ED & TECH GRP I	137,149	$14.84M	1.0%	$89.46	—	SPON ADR	647581107
HDB	HDFC BANK LTD	367,137	$14.12M	1.0%	$56.78	—	SPONSORED ADS	40415F101
ADBE	ADOBE INC	42,822	$13.63M	0.9%	$213.58	+60.1%	COM	00724F101
BF/B	BROWN FORMAN CORP	244,013	$13.54M	0.9%	$41.25	+40.2%	CL B	115637209
VOO	VANGUARD INDEX FDS	56,300	$13.33M	0.9%	$234.27	—	S&P 500 ETF SHS	922908363
AAPL	APPLE INC	51,757	$13.16M	0.9%	$45.41	+56.5%	COM	037833100
EL	LAUDER ESTEE COS INC	79,536	$12.67M	0.9%	$79.17	+125.5%	CL A	518439104
BZUN	BAOZUN INC	422,993	$11.82M	0.8%	$36.25	—	SPONSORED ADR	06684L103
—	CHINA MOBILE LIMITED	310,425	$11.69M	0.8%	$46.81	—	SPONSORED ADR	16941M109
BIDU	BAIDU INC	113,927	$11.48M	0.8%	$177.43	—	SPON ADR REP A	056752108
VWO	VANGUARD INTL EQUITY INDEX F	323,450	$10.85M	0.7%	$36.34	—	FTSE EMR MKT ETF	922042858
BDX	BECTON DICKINSON & CO	46,171	$10.61M	0.7%	$201.04	+11.9%	COM	075887109
ORCL	ORACLE CORP	207,107	$10.01M	0.7%	$43.92	+8.2%	COM	68389X105
—	SEAGATE TECHNOLOGY PLC	202,409	$9.877M	0.7%	$45.62	—	SHS	G7945M107
MDLZ	MONDELEZ INTL INC	193,250	$9.678M	0.7%	$36.60	+27.6%	CL A	609207105
—	REATA PHARMACEUTICALS INC	66,750	$9.635M	0.7%	$59.30	—	CL A	75615P103
VEEV	VEEVA SYS INC	61,165	$9.564M	0.7%	$92.54	+58.4%	CL A COM	922475108
CL	COLGATE PALMOLIVE CO	143,212	$9.503M	0.6%	$58.07	+6.0%	COM	194162103
PBR	PETROLEO BRASILEIRO SA PETRO	1,703,800	$9.371M	0.6%	$13.61	—	SPONSORED ADR	71654V408
CVS	CVS HEALTH CORP	157,545	$9.347M	0.6%	$51.24	+7.9%	COM	126650100
ICUI	ICU MED INC	46,000	$9.281M	0.6%	$63.83	+201.5%	COM	44930G107
PFE	PFIZER INC	266,156	$8.687M	0.6%	$19.58	+31.9%	COM	717081103
DIS	DISNEY WALT CO	89,206	$8.618M	0.6%	$115.82	+6.6%	COM DISNEY	254687106
FISV	FISERV INC	90,477	$8.595M	0.6%	$110.65	+0.4%	COM	337738108
PEP	PEPSICO INC	69,514	$8.348M	0.6%	$77.51	+45.5%	COM	713448108
UNH	UNITEDHEALTH GROUP INC	32,928	$8.212M	0.6%	$120.03	+108.1%	COM	91324P102
—	CERNER CORP	126,391	$7.962M	0.5%	$62.36	—	COM	156782104
NOW	SERVICENOW INC	27,318	$7.829M	0.5%	$47.55	+31.5%	COM	81762P102
MRK	MERCK & CO. INC	98,326	$7.565M	0.5%	$55.07	+18.2%	COM	58933Y105
YUMC	YUM CHINA HLDGS INC	177,348	$7.561M	0.5%	$44.32	+0.6%	COM	98850P109
TAL	TAL EDUCATION GROUP	141,947	$7.56M	0.5%	$41.65	—	SPONSORED ADS	874080104
—	MOMO INC	341,672	$7.411M	0.5%	$31.59	—	ADR	60879B107
BIIB	BIOGEN INC	23,203	$7.341M	0.5%	$297.95	+1.9%	COM	09062X103
NBIX	NEUROCRINE BIOSCIENCES INC	84,614	$7.323M	0.5%	$60.73	+61.1%	COM	64125C109
CRM	SALESFORCE COM INC	50,053	$7.207M	0.5%	$155.52	+8.9%	COM	79466L302
MO	ALTRIA GROUP INC	186,325	$7.205M	0.5%	$28.03	-1.7%	COM	02209S103
ACWI	ISHARES TR	114,900	$7.189M	0.5%	$66.07	—	MSCI ACWI ETF	464288257
NOC	NORTHROP GRUMMAN CORP	23,149	$7.004M	0.5%	$93.27	+238.3%	COM	666807102
LMT	LOCKHEED MARTIN CORP	20,471	$6.938M	0.5%	$95.20	+251.8%	COM	539830109
AZO	AUTOZONE INC	8,038	$6.8M	0.5%	$505.57	+105.5%	COM	053332102
TMO	THERMO FISHER SCIENTIFIC INC	23,518	$6.669M	0.5%	$223.60	+38.9%	COM	883556102
—	ALLERGAN PLC	37,156	$6.58M	0.4%	$176.13	—	SHS	G0177J108
SYK	STRYKER CORP	39,380	$6.557M	0.4%	$135.31	+35.5%	COM	863667101
COST	COSTCO WHSL CORP NEW	22,117	$6.306M	0.4%	$226.60	+22.6%	COM	22160K105
TDOC	TELADOC HEALTH INC	40,346	$6.254M	0.4%	$61.05	+90.6%	COM	87918A105
NFLX	NETFLIX INC	16,638	$6.247M	0.4%	$32.32	+9.5%	COM	64110L106
EPAM	EPAM SYS INC	33,564	$6.232M	0.4%	$106.22	+103.3%	COM	29414B104
HON	HONEYWELL INTL INC	46,357	$6.202M	0.4%	$143.37	-4.7%	COM	438516106
EW	EDWARDS LIFESCIENCES CORP	32,583	$6.146M	0.4%	$45.23	+59.4%	COM	28176E108
LX	LEXINFINTECH HLDGS LTD	678,655	$6.019M	0.4%	$10.89	—	ADR	528877103
PSTG	PURE STORAGE INC	482,894	$5.94M	0.4%	$17.95	-9.7%	CL A	74624M102
—	DISCOVERY INC	304,908	$5.927M	0.4%	$27.04	—	COM SER A	25470F104
PEGA	PEGASYSTEMS INC	80,520	$5.735M	0.4%	$28.84	+45.5%	COM	705573103
ELAN	ELANCO ANIMAL HEALTH INC	253,029	$5.665M	0.4%	$30.00	-8.7%	COM	28414H103
NEM	NEWMONT CORP	121,366	$5.495M	0.4%	$25.80	+46.9%	COM	651639106
DBX	DROPBOX INC	302,470	$5.475M	0.4%	$26.61	-31.7%	CL A	26210C104
INFY	INFOSYS LTD	656,669	$5.391M	0.4%	$12.18	—	SPONSORED ADR	456788108
VRTX	VERTEX PHARMACEUTICALS INC	22,274	$5.3M	0.4%	$174.13	+31.7%	COM	92532F100
DECK	DECKERS OUTDOOR CORP	39,225	$5.256M	0.4%	$15.40	+80.6%	COM	243537107
PWR	QUANTA SVCS INC	162,935	$5.17M	0.4%	$28.62	+28.1%	COM	74762E102
CHD	CHURCH & DWIGHT INC	80,021	$5.135M	0.3%	$39.20	+69.0%	COM	171340102
SPGI	S&P GLOBAL INC	20,933	$5.129M	0.3%	$243.06	+7.5%	COM	78409V104
ROKU	ROKU INC	58,026	$5.077M	0.3%	$74.27	+55.0%	COM CL A	77543R102
PG	PROCTER & GAMBLE CO	46,116	$5.073M	0.3%	$83.88	+23.8%	COM	742718109
CSCO	CISCO SYS INC	126,735	$4.982M	0.3%	$35.58	+3.1%	COM	17275R102
POST	POST HLDGS INC	60,000	$4.978M	0.3%	$30.83	+110.8%	COM	737446104
AKAM	AKAMAI TECHNOLOGIES INC	53,948	$4.935M	0.3%	$83.96	+10.4%	COM	00971T101
IBN	ICICI BANK LIMITED	576,848	$4.903M	0.3%	$8.88	—	ADR	45104G104
PPL	PPL CORP	197,634	$4.877M	0.3%	$23.31	+8.1%	COM	69351T106
KMPR	KEMPER CORP DEL	65,000	$4.834M	0.3%	$77.97	-3.9%	COM	488401100
WRB	BERKLEY W R CORP	91,873	$4.793M	0.3%	$14.06	+86.6%	COM	084423102
PAG	PENSKE AUTOMOTIVE GRP INC	171,093	$4.791M	0.3%	$31.79	+36.9%	COM	70959W103
HUN	HUNTSMAN CORP	325,000	$4.69M	0.3%	$18.73	+4.1%	COM	447011107
—	MARVELL TECHNOLOGY GROUP LTD	206,834	$4.68M	0.3%	$22.83	—	ORD	G5876H105
INTU	INTUIT	20,326	$4.675M	0.3%	$250.18	+4.3%	COM	461202103
—	SVMK INC	340,763	$4.604M	0.3%	$14.19	—	COM	78489X103
ESE	ESCO TECHNOLOGIES INC	60,000	$4.555M	0.3%	$32.18	+178.4%	COM	296315104
OMCL	OMNICELL INC	69,061	$4.529M	0.3%	$60.62	+31.4%	COM	68213N109
NEO	NEOGENOMICS INC	158,604	$4.379M	0.3%	$17.38	+72.4%	COM NEW	64049M209
DHR	DANAHER CORPORATION	31,599	$4.374M	0.3%	$122.21	+7.4%	COM	235851102
ACN	ACCENTURE PLC IRELAND	26,643	$4.35M	0.3%	$173.35	+2.1%	SHS CLASS A	G1151C101
SCHW	SCHWAB CHARLES CORP	128,959	$4.335M	0.3%	$39.61	-2.3%	COM	808513105
—	VMWARE INC	35,455	$4.294M	0.3%	$148.04	—	CL A COM	928563402
PINS	PINTEREST INC	276,102	$4.263M	0.3%	$19.47	0.0%	CL A	72352L106
WMB	WILLIAMS COS INC	300,132	$4.247M	0.3%	$18.68	-25.1%	COM	969457100
—	GLAXOSMITHKLINE PLC	108,861	$4.125M	0.3%	$37.89	—	SPONSORED ADR	37733W105
—	QUIDEL CORP	41,968	$4.105M	0.3%	$65.00	—	COM	74838J101
MU	MICRON TECHNOLOGY INC	96,384	$4.054M	0.3%	$39.28	+29.2%	COM	595112103
—	IBERIABANK CORP	110,700	$4.003M	0.3%	$44.44	—	COM	450828108
IRTC	IRHYTHM TECHNOLOGIES INC	48,785	$3.969M	0.3%	$83.03	-0.1%	COM	450056106
—	NEW RELIC INC	85,678	$3.962M	0.3%	$65.09	—	COM	64829B100
OC	OWENS CORNING NEW	100,138	$3.886M	0.3%	$49.55	+12.9%	COM	690742101
SRPT	SAREPTA THERAPEUTICS INC	39,132	$3.828M	0.3%	$127.27	-10.2%	COM	803607100
PSX	PHILLIPS 66	70,374	$3.776M	0.3%	$42.30	+50.8%	COM	718546104
GWRE	GUIDEWIRE SOFTWARE INC	47,072	$3.733M	0.3%	$107.18	-2.5%	COM	40171V100
JPM	JPMORGAN CHASE & CO	41,432	$3.73M	0.3%	$82.49	+25.6%	COM	46625H100
UPS	UNITED PARCEL SERVICE INC	39,684	$3.707M	0.3%	$80.71	+1.5%	CL B	911312106
MELI	MERCADOLIBRE INC	7,465	$3.648M	0.2%	$540.63	+14.1%	COM	58733R102
ICLR	ICON PLC	26,576	$3.614M	0.2%	$148.54	+7.8%	SHS	G4705A100
PYPL	PAYPAL HLDGS INC	37,724	$3.612M	0.2%	$59.37	+85.5%	COM	70450Y103
AMGN	AMGEN INC	17,688	$3.586M	0.2%	$114.66	+58.9%	COM	031162100
—	ALLERGAN PLC	20,000	$3.542M	0.2%	$176.13	—	Put	G0177J108
RGNX	REGENXBIO INC	105,275	$3.409M	0.2%	$37.08	+12.4%	COM	75901B107
TAP	MOLSON COORS BEVERAGE CO	87,153	$3.4M	0.2%	$55.98	-21.9%	CL B	60871R209
BMRN	BIOMARIN PHARMACEUTICAL INC	39,213	$3.314M	0.2%	$94.41	-8.7%	COM	09061G101
BKNG	BOOKING HLDGS INC	2,432	$3.272M	0.2%	$1885.66	-8.4%	COM	09857L108
ABBV	ABBVIE INC	42,848	$3.264M	0.2%	$64.87	+3.6%	COM	00287Y109
—	EL PASO ELEC CO	47,356	$3.218M	0.2%	$67.95	—	COM NEW	283677854
JKHY	HENRY JACK & ASSOC INC	20,536	$3.188M	0.2%	$133.49	+8.3%	COM	426281101
—	TECH DATA CORP	24,200	$3.167M	0.2%	$139.91	—	COM	878237106
HD	HOME DEPOT INC	16,726	$3.123M	0.2%	$194.55	-2.3%	COM	437076102
IBM	INTERNATIONAL BUSINESS MACHS	28,098	$3.117M	0.2%	$102.57	-4.2%	COM	459200101
ROP	ROPER TECHNOLOGIES INC	9,946	$3.101M	0.2%	$334.68	+2.2%	COM	776696106
FDX	FEDEX CORP	25,516	$3.095M	0.2%	$128.29	-1.7%	COM	31428X106
MMM	3M CO	22,612	$3.087M	0.2%	$108.70	-2.5%	COM	88579Y101
EA	ELECTRONIC ARTS INC	30,178	$3.022M	0.2%	$89.32	+14.6%	COM	285512109
—	MYOKARDIA INC	64,433	$3.021M	0.2%	$52.05	—	COM	62857M105
LEN	LENNAR CORP	78,186	$2.987M	0.2%	$47.54	+9.9%	CL A	526057104
—	RA PHARMACEUTICALS INC	62,200	$2.986M	0.2%	$47.39	—	COM	74933V108
C	CITIGROUP INC	69,101	$2.911M	0.2%	$56.20	-3.6%	COM NEW	172967424
—	ALEXION PHARMACEUTICALS INC	32,401	$2.909M	0.2%	$129.89	—	COM	015351109
XOM	EXXON MOBIL CORP	76,557	$2.907M	0.2%	$50.00	-15.8%	COM	30231G102
EXAS	EXACT SCIENCES CORP	48,506	$2.813M	0.2%	$85.18	-4.7%	COM	30063P105
NTRA	NATERA INC	93,718	$2.798M	0.2%	$22.06	+51.5%	COM	632307104
WIX	WIX COM LTD	27,187	$2.741M	0.2%	$115.02	+13.5%	SHS	M98068105
GLOB	GLOBANT S A	31,140	$2.736M	0.2%	$95.76	+16.6%	COM	L44385109
—	LOGMEIN INC	32,650	$2.719M	0.2%	$83.28	—	COM	54142L109
WFC	WELLS FARGO CO NEW	94,624	$2.715M	0.2%	$40.22	-8.9%	COM	949746101
BEN	FRANKLIN RESOURCES INC	161,307	$2.692M	0.2%	$21.66	-21.1%	COM	354613101
—	RA PHARMACEUTICALS INC	55,600	$2.669M	0.2%	$47.39	—	Put	74933V108
TECH	BIO-TECHNE CORP	13,819	$2.62M	0.2%	$43.61	+11.9%	COM	09073M104
GOOS	CANADA GOOSE HOLDINGS INC	131,371	$2.613M	0.2%	$41.43	-32.5%	SHS SUB VTG	135086106
TOL	TOLL BROTHERS INC	135,352	$2.605M	0.2%	$37.98	-0.4%	COM	889478103
TXN	TEXAS INSTRS INC	26,030	$2.601M	0.2%	$103.58	-1.9%	COM	882508104
TJX	TJX COS INC NEW	54,204	$2.592M	0.2%	$51.37	+3.9%	COM	872540109
—	FORTY SEVEN INC	26,951	$2.572M	0.2%	$95.43	—	COM	34983P104
—	LABORATORY CORP AMER HLDGS	20,190	$2.552M	0.2%	$149.58	—	COM NEW	50540R409
—	E TRADE FINANCIAL CORP	74,217	$2.547M	0.2%	$34.32	—	COM NEW	269246401
CME	CME GROUP INC	14,645	$2.533M	0.2%	$136.33	+17.1%	COM	12572Q105
IQV	IQVIA HLDGS INC	23,278	$2.511M	0.2%	$131.30	+8.8%	COM	46266C105
KO	COCA COLA CO	56,220	$2.488M	0.2%	$35.32	+27.4%	COM	191216100
—	WABCO HLDGS INC	18,386	$2.483M	0.2%	$135.26	—	COM	92927K102
EGHT	8X8 INC NEW	178,654	$2.476M	0.2%	$20.24	-9.9%	COM	282914100
PAGS	PAGSEGURO DIGITAL LTD	128,000	$2.474M	0.2%	$29.93	+1.5%	COM CL A	G68707101
SBUX	STARBUCKS CORP	37,158	$2.443M	0.2%	$67.43	+5.3%	COM	855244109
ROK	ROCKWELL AUTOMATION INC	16,118	$2.432M	0.2%	$166.44	+0.5%	COM	773903109
ILMN	ILLUMINA INC	8,878	$2.425M	0.2%	$293.30	-4.7%	COM	452327109
MDRX	ALLSCRIPTS HEALTHCARE SOLUTN	341,468	$2.404M	0.2%	$10.78	-24.7%	COM	01988P108
AFL	AFLAC INC	70,101	$2.401M	0.2%	$39.81	-0.3%	COM	001055102
SYF	SYNCHRONY FINL	148,364	$2.388M	0.2%	$29.88	-15.7%	COM	87165B103
EOG	EOG RES INC	66,172	$2.377M	0.2%	$56.20	-11.6%	COM	26875P101
DXPE	DXP ENTERPRISES INC NEW	190,000	$2.329M	0.2%	$85.45	-66.2%	COM NEW	233377407
—	TWITTER INC	94,044	$2.309M	0.2%	$24.55	—	COM	90184L102
—	BLUEBIRD BIO INC	49,561	$2.278M	0.2%	$119.63	—	COM	09609G100
—	BLUEPRINT MEDICINES CORP	38,939	$2.277M	0.2%	$75.25	—	COM	09627Y109
UNP	UNION PAC CORP	16,129	$2.275M	0.2%	$149.15	-2.8%	COM	907818108
DXCM	DEXCOM INC	8,359	$2.25M	0.2%	$35.14	+77.1%	COM	252131107
—	TD AMERITRADE HLDG CORP	64,420	$2.233M	0.2%	$34.66	—	COM	87236Y108
SE	SEA LTD	50,351	$2.231M	0.2%	$35.74	—	SPONSORED ADS	81141R100
ESPR	ESPERION THERAPEUTICS INC NE	70,700	$2.229M	0.2%	$31.07	+69.8%	COM	29664W105
—	MEET GROUP INC	372,000	$2.184M	0.1%	$5.87	—	COM	58513U101
—	FGL HLDGS	220,600	$2.162M	0.1%	$9.80	—	ORD SHS	G3402M102
A	AGILENT TECHNOLOGIES INC	29,831	$2.137M	0.1%	$69.53	+10.9%	COM	00846U101
QQQ	INVESCO QQQ TR	10,990	$2.092M	0.1%	$175.83	—	UNIT SER 1	46090E103
DHI	D R HORTON INC	61,484	$2.091M	0.1%	$48.56	+0.8%	COM	23331A109
MTN	VAIL RESORTS INC	14,112	$2.084M	0.1%	$236.57	-9.0%	COM	91879Q109
—	XILINX INC	26,229	$2.044M	0.1%	$97.23	—	COM	983919101
NTR	NUTRIEN LTD	60,000	$2.036M	0.1%	$38.74	-15.3%	COM	67077M108
CI	CIGNA CORP NEW	11,467	$2.032M	0.1%	$190.77	-7.0%	COM	125523100
CNC	CENTENE CORP DEL	33,852	$2.011M	0.1%	$57.70	+5.2%	COM	15135B101
BSX	BOSTON SCIENTIFIC CORP	61,003	$1.99M	0.1%	$41.93	-6.8%	COM	101137107
—	CYPRESS SEMICONDUCTOR CORP	81,877	$1.909M	0.1%	$23.33	—	COM	232806109
VIPS	VIPSHOP HLDGS LTD	120,032	$1.87M	0.1%	$13.05	—	SPONSORED ADS A	92763W103
IEMG	ISHARES INC	45,900	$1.858M	0.1%	$52.63	—	CORE MSCI EMKT	46434G103
—	MOBILE TELESYSTEMS PJSC	244,236	$1.856M	0.1%	$11.79	—	SPONSORED ADR	607409109
RHI	ROBERT HALF INTL INC	48,765	$1.841M	0.1%	$57.10	-5.2%	COM	770323103
—	HMS HLDGS CORP	72,641	$1.836M	0.1%	$30.46	—	COM	40425J101
ON	ON SEMICONDUCTOR CORP	143,781	$1.788M	0.1%	$11.59	+68.8%	COM	682189105
TCOM	TRIP COM GROUP LTD	76,222	$1.787M	0.1%	$33.54	—	ADS	89677Q107
—	OMNOVA SOLUTIONS INC	174,676	$1.771M	0.1%	$10.07	—	COM	682129101
IJR	ISHARES TR	31,000	$1.739M	0.1%	$74.43	—	CORE S&P SCP ETF	464287804
REAL	THE REALREAL INC	247,047	$1.732M	0.1%	$20.10	-32.2%	COM	88339P101
JOYY	JOYY INC	32,004	$1.705M	0.1%	$53.27	—	ADS REPSTG COM A	46591M109
RRX	REGAL BELOIT CORP	26,722	$1.682M	0.1%	$78.47	+0.0%	COM	758750103
—	CAESARS ENTMT CORP	243,500	$1.646M	0.1%	$12.18	—	COM	127686103
—	ADESTO TECHNOLOGIES CORP	144,801	$1.62M	0.1%	$11.19	—	COM	00687D101
ABT	ABBOTT LABS	20,267	$1.6M	0.1%	$68.91	+9.3%	COM	002824100
SPY	SPDR S&P 500 ETF TR	6,141	$1.583M	0.1%	$269.54	—	TR UNIT	78462F103
TME	TENCENT MUSIC ENTMT GROUP	156,007	$1.569M	0.1%	$10.06	—	SPON ADS	88034P109
SPG	SIMON PPTY GROUP INC NEW	28,208	$1.547M	0.1%	$114.12	-24.5%	COM	828806109
ULTA	ULTA BEAUTY INC	8,342	$1.466M	0.1%	$270.14	-7.7%	COM	90384S303
—	CONNS INC	350,000	$1.463M	0.1%	$49.47	—	COM	208242107
RDY	DR REDDYS LABS LTD	36,000	$1.452M	0.1%	$40.33	—	ADR	256135203
BP	BP PLC	56,363	$1.375M	0.1%	$27.80	—	SPONSORED ADR	055622104
—	WRIGHT MED GROUP N V	47,849	$1.371M	0.1%	$28.65	—	ORD SHS	N96617118
BAP	CREDICORP LTD	9,405	$1.346M	0.1%	$148.47	+9.1%	COM	G2519Y108
—	BIOTELEMETRY INC	34,544	$1.33M	0.1%	$55.17	—	COM	090672106
—	FLEXION THERAPEUTICS INC	168,100	$1.323M	0.1%	$19.44	—	COM	33938J106
ACNT	SYNALLOY CP DEL	150,000	$1.31M	0.1%	$13.42	-10.3%	COM	871565107
BBD	BANCO BRADESCO S A	315,400	$1.281M	0.1%	$4.06	—	SP ADR PFD NEW	059460303
—	CENTRAL EUROPEAN MEDIA ENTRP	405,400	$1.269M	0.1%	$4.00	—	CL A NEW	G20045202
—	FRONT YD RESIDENTIAL CORP	100,830	$1.205M	0.1%	$11.95	—	COM	35904G107
MPWR	MONOLITHIC PWR SYS INC	6,763	$1.133M	0.1%	$112.20	+46.0%	COM	609839105
FTCHQ	FARFETCH LTD	140,859	$1.113M	0.1%	$22.59	-52.2%	ORD SH CL A	30744W107
—	KEMET CORP	45,100	$1.09M	0.1%	$25.58	—	COM NEW	488360207
GPN	GLOBAL PMTS INC	7,312	$1.055M	0.1%	$165.44	+5.3%	COM	37940X102
THO	THOR INDS INC	24,285	$1.024M	0.1%	$48.24	+27.5%	COM	885160101
—	ADVANCED DISP SVCS INC DEL	30,600	$1.004M	0.1%	$32.87	—	COM	00790X101
—	FITBIT INC	149,600	$996K	0.1%	$6.57	—	CL A	33812L102
PVH	PVH CORPORATION	26,367	$992K	0.1%	$114.87	-34.1%	COM	693656100
—	FITBIT INC	148,500	$989K	0.1%	$6.57	—	Put	33812L102
—	NEKTAR THERAPEUTICS	54,900	$980K	0.1%	$43.75	—	COM	640268108
TSN	TYSON FOODS INC	16,715	$968K	0.1%	$51.41	+21.9%	CL A	902494103
—	PORTOLA PHARMACEUTICALS INC	135,000	$963K	0.1%	$31.80	—	COM	737010108
DOCU	DOCUSIGN INC	10,133	$937K	0.1%	$47.10	+70.7%	COM	256163106
—	LIBERTY GLOBAL PLC	59,001	$927K	0.1%	$21.79	—	SHS CL C	G5480U120
GEN	NORTONLIFELOCK INC	48,846	$914K	0.1%	$12.38	+26.3%	COM	668771108
—	STARS GROUP INC	44,700	$913K	0.1%	$20.43	—	COM	85570W100
—	AMEDISYS INC	4,974	$913K	0.1%	$118.51	—	COM	023436108
FIS	FIDELITY NATL INFORMATION SV	7,493	$911K	0.1%	$119.62	+2.9%	COM	31620M106
IWM	ISHARES TR	7,750	$887K	0.1%	$114.45	—	RUSSELL 2000 ETF	464287655
FBK	FB FINL CORP	44,900	$885K	0.1%	$29.29	0.0%	COM	30257X104
ALGN	ALIGN TECHNOLOGY INC	5,011	$871K	0.1%	$246.73	-2.9%	COM	016255101
—	SINA CORP	27,215	$867K	0.1%	$48.65	—	ORD	G81477104
—	CUBIC CORP	20,982	$867K	0.1%	$64.34	—	COM	229669106
—	SAGE THERAPEUTICS INC	30,000	$862K	0.1%	$64.69	—	COM	78667J108
SNPS	SYNOPSYS INC	6,415	$826K	0.1%	$142.23	0.0%	COM	871607107
FTNT	FORTINET INC	8,097	$819K	0.1%	$16.77	+27.8%	COM	34959E109
MMYT	MAKEMYTRIP LIMITED MAURITIUS	66,000	$789K	0.1%	$24.54	-11.8%	SHS	V5633W109
HUYA	HUYA INC	46,005	$780K	0.1%	$21.61	—	ADS REP SHS A	44852D108
AGIO	AGIOS PHARMACEUTICALS INC	21,600	$766K	0.1%	$62.92	-26.6%	COM	00847X104
LOPE	GRAND CANYON ED INC	9,314	$710K	0.0%	$105.36	-21.9%	COM	38526M106
—	TATA MTRS LTD	150,000	$708K	0.0%	$9.30	—	SPONSORED ADR	876568502
—	ZUORA INC	86,962	$700K	0.0%	$17.89	—	COM CL A	98983V106
CF	CF INDS HLDGS INC	24,999	$680K	0.0%	$37.94	-15.2%	COM	125269100
FMC	F M C CORP	8,126	$664K	0.0%	$72.31	+7.8%	COM NEW	302491303
—	BUNGE LIMITED	15,866	$651K	0.0%	$62.40	—	COM	G16962105
AVGO	BROADCOM INC	2,670	$633K	0.0%	$23.73	+2.3%	COM	11135F101
EFX	EQUIFAX INC	5,273	$629K	0.0%	$118.90	+17.0%	COM	294429105
—	PRA HEALTH SCIENCES INC	7,440	$618K	0.0%	$101.53	—	COM	69354M108
BBBY	OVERSTOCK COM INC DEL	122,002	$609K	0.0%	$26.65	-73.8%	COM	690370101
—	BHP GROUP PLC	19,498	$592K	0.0%	$47.00	—	SPONSORED ADR	05545E209
—	DELPHI TECHNOLOGIES PL	73,000	$588K	0.0%	$8.05	—	SHS	G2709G107
PANW	PALO ALTO NETWORKS INC	3,533	$579K	0.0%	$37.12	-6.0%	COM	697435105
—	CITRIX SYS INC	3,918	$555K	0.0%	$88.22	—	COM	177376100
LOW	LOWES COS INC	6,291	$542K	0.0%	$62.24	+57.9%	COM	548661107
CLX	CLOROX CO DEL	3,077	$534K	0.0%	$126.65	+9.5%	COM	189054109
MCD	MCDONALDS CORP	3,214	$531K	0.0%	$148.22	+15.9%	COM	580135101
KMB	KIMBERLY CLARK CORP	4,091	$523K	0.0%	$112.10	0.0%	COM	494368103
ALL	ALLSTATE CORP	5,367	$492K	0.0%	$86.18	+9.4%	COM	020002101
LILA	LIBERTY LATIN AMERICA LTD	45,936	$483K	0.0%	$14.80	0.0%	COM CL A	G9001E102
STE	STERIS PLC	3,276	$458K	0.0%	$141.94	0.0%	SHS USD	G8473T100
—	PACIFIC PREMIER BANCORP	23,993	$452K	0.0%	$18.84	—	COM	69478X105
—	KANSAS CITY SOUTHERN	3,494	$444K	0.0%	$92.09	—	COM NEW	485170302
—	MATCH GROUP INC	6,515	$431K	0.0%	$53.55	—	COM	57665R106
WLDN	WILLDAN GROUP INC	20,000	$427K	0.0%	$34.22	-10.0%	COM	96924N100
CVX	CHEVRON CORP NEW	5,581	$405K	0.0%	$76.00	0.0%	COM	166764100
SYY	SYSCO CORP	8,673	$396K	0.0%	$34.03	+72.9%	COM	871829107
GS	GOLDMAN SACHS GROUP INC	2,481	$384K	0.0%	$184.40	0.0%	COM	38141G104
BA	BOEING CO	2,554	$381K	0.0%	$272.82	0.0%	COM	097023105
PSA	PUBLIC STORAGE	1,865	$370K	0.0%	$166.60	0.0%	COM	74460D109
AVB	AVALONBAY CMNTYS INC	2,452	$361K	0.0%	$163.41	0.0%	COM	053484101
—	PROOFPOINT INC	3,464	$355K	0.0%	$116.09	—	COM	743424103
WMT	WALMART INC	3,110	$354K	0.0%	$35.37	0.0%	COM	931142103
—	LIONS GATE ENTMNT CORP	63,048	$352K	0.0%	$9.93	—	CL B NON VTG	535919500
CTVA	CORTEVA INC	14,299	$336K	0.0%	$24.50	+4.4%	COM	22052L104
—	AMARIN CORP PLC	82,000	$328K	0.0%	$21.44	—	SPONS ADR NEW	023111206
VZ	VERIZON COMMUNICATIONS INC	6,055	$325K	0.0%	$28.43	+44.3%	COM	92343V104
—	BRISTOL-MYERS SQUIBB CO	84,306	$320K	0.0%	$3.01	—	RIGHT 99/99/9999	110122157
—	SANTANDER CONSUMER USA HDG I	22,444	$312K	0.0%	$18.31	—	COM	80283M101
CAT	CATERPILLAR INC DEL	2,547	$296K	0.0%	$113.38	0.0%	COM	149123101
NEE	NEXTERA ENERGY INC	1,206	$290K	0.0%	$50.17	+8.2%	COM	65339F101
ATO	ATMOS ENERGY CORP	2,829	$281K	0.0%	$94.97	0.0%	COM	049560105
—	CONSOLIDATED TOMOKA LD CO	6,000	$272K	0.0%	$38.17	—	COM	210226106
TRV	TRAVELERS COMPANIES INC	2,473	$246K	0.0%	$109.63	0.0%	COM	89417E109
AXP	AMERICAN EXPRESS CO	2,840	$243K	0.0%	$107.60	0.0%	COM	025816109
CAH	CARDINAL HEALTH INC	5,055	$242K	0.0%	$40.25	+10.0%	COM	14149Y108
AMBA	AMBARELLA INC	4,905	$238K	0.0%	$39.56	+45.0%	SHS	G037AX101
T	AT&T INC	7,952	$232K	0.0%	$12.97	+40.1%	COM	00206R102
—	RITCHIE BROS AUCTIONEERS	6,729	$230K	0.0%	$39.90	—	COM	767744105
—	UNITED TECHNOLOGIES CORP	2,431	$229K	0.0%	$131.22	—	COM	913017109
AEM	AGNICO EAGLE MINES LTD	5,623	$224K	0.0%	$38.81	+18.1%	COM	008474108
—	SAILPOINT TECHNLGIES HLDGS I	14,226	$217K	0.0%	$18.70	—	COM	78781P105
LVS	LAS VEGAS SANDS CORP	5,045	$214K	0.0%	$61.41	-7.5%	COM	517834107
NVDA	NVIDIA CORP	790	$208K	0.0%	$5.18	+21.4%	COM	67066G104
AES	AES CORP	13,307	$181K	0.0%	$12.39	+16.9%	COM	00130H105
MOS	MOSAIC CO NEW	16,255	$176K	0.0%	$25.75	-41.3%	COM	61945C103
—	VECTOR GROUP LTD	16,318	$154K	0.0%	$13.35	—	COM	92240M108
GPK	GRAPHIC PACKAGING HLDG CO	11,858	$145K	0.0%	$12.30	+19.7%	COM	388689101
—	GENERAL ELECTRIC CO	18,002	$143K	0.0%	$16.36	—	COM	369604103
GPRO	GOPRO INC	51,399	$135K	0.0%	$5.05	-26.4%	CL A	38268T103
DFIN	DONNELLEY FINL SOLUTIONS INC	25,000	$132K	0.0%	$21.18	-60.0%	COM	25787G100
CORT	CORCEPT THERAPEUTICS INC	10,802	$128K	0.0%	$13.92	-11.1%	COM	218352102
FLEX	FLEX LTD	13,051	$109K	0.0%	$8.65	0.0%	ORD	Y2573F102
GOOG	ALPHABET INC	89	$103K	0.0%	$62.99	+6.9%	CAP STK CL C	02079K107
—	SHELL MIDSTREAM PARTNERS L P	10,280	$103K	0.0%	$20.25	—	UNIT LTD INT	822634101
NAVI	NAVIENT CORPORATION	12,485	$95,000	0.0%	$12.62	-5.4%	COM	63938C108
—	ZYNGA INC	13,630	$93,000	0.0%	$5.75	—	CL A	98986T108
FHN	FIRST HORIZON NATL CORP	10,221	$82,000	0.0%	$12.35	-10.7%	COM	320517105
—	INVESTORS BANCORP INC NEW	10,264	$82,000	0.0%	$7.99	—	COM	46146L101
MTG	MGIC INVT CORP WIS	11,265	$72,000	0.0%	$13.04	-7.4%	COM	552848103
—	WPX ENERGY INC	20,845	$64,000	0.0%	$18.95	—	COM	98212B103
—	DONNELLEY R R & SONS CO	66,666	$64,000	0.0%	$16.32	—	COM	257867200
—	SUPERIOR DRILLING PRODS INC	180,000	$63,000	0.0%	$6.23	—	COM	868153107
IYF	ISHARES TR	69	$7,000	0.0%	$117.31	—	U.S. FINLS ETF	464287788
PBR	PETROLEO BRASILEIRO SA PETRO	4,250,900	$0	0.0%	$13.61	—	Call	71654V408
LBTYAUSD	LIBERTY GLOBAL PLC	12	$0	0.0%	—	—	SHS CL A	G5480U104
—	DISCOVERY INC	27	$0	0.0%	$28.14	—	COM SER C	25470F302