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
AARONS INC COM PAR $0.50 002535300 1,264 29,082 SH   SOLE   29,082 0 0
ADOBE SYS INC COM 00724F101 12,827 52,612 SH   SOLE   52,612 0 0
AFLAC INC COM 001055102 1,280 29,761 SH   SOLE   29,761 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17,929 96,635 SH   SOLE   96,635 0 0
ALLERGAN PLC SHS G0177J108 63 380 SH   SOLE   380 0 0
ALPHABET INC CAP STK CL A 02079K305 8,370 7,412 SH   SOLE   7,412 0 0
ALPHABET INC CAP STK CL C 02079K107 7,734 6,932 SH   SOLE   6,932 0 0
ALTABA INC COM 021346101 8,623 117,785 SH   SOLE   117,785 0 0
AMAZON COM INC COM 023135106 22,655 13,328 SH   SOLE   13,328 0 0
AMBEV SA SPONSORED ADR 02319V103 31 6,600 SH   SOLE   6,600 0 0
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 1,260 54,211 SH   SOLE   54,211 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 90 1,700 SH   SOLE   1,700 0 0
ANTHEM INC COM 036752103 1,274 5,351 SH   SOLE   5,351 0 0
APPLE INC COM 037833100 7,500 40,516 SH   SOLE   40,516 0 0
AT&T INC COM 00206R102 4,446 138,448 SH   SOLE   138,448 0 0
ATHENE HLDG LTD CL A G0684D107 1,525 34,789 SH   SOLE   34,789 0 0
AUTONATION INC COM 05329W102 1,274 26,230 SH   SOLE   26,230 0 0
AVIS BUDGET GROUP COM 053774105 1,287 39,610 SH   SOLE   39,610 0 0
AVNET INC COM 053807103 0 1 SH   SOLE   1 0 0
BAIDU INC SPON ADR REP A 056752108 2,205 9,074 SH   SOLE   9,074 0 0
BANKUNITED INC COM 06652K103 1,275 31,220 SH   SOLE   31,220 0 0
BB&T CORP COM 054937107 1,271 25,202 SH   SOLE   25,202 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7,144 38,277 SH   SOLE   38,277 0 0
BEST BUY INC COM 086516101 1,269 17,010 SH   SOLE   17,010 0 0
BLOOMIN BRANDS INC COM 094235108 1,282 63,773 SH   SOLE   63,773 0 0
BOISE CASCADE CO DEL COM 09739D100 1,287 28,794 SH   SOLE   28,794 0 0
BOOKING HLDGS INC COM 09857L108 9,473 4,673 SH   SOLE   4,673 0 0
CARTER INC COM 146229109 1,278 11,790 SH   SOLE   11,790 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 1,844 6,289 SH   SOLE   6,289 0 0
CHEMOURS CO COM 163851108 6 145 SH   SOLE   145 0 0
CHENIERE ENERGY INC COM NEW 16411R208 91 1,400 SH   SOLE   1,400 0 0
CIGNA CORPORATION COM 125509109 1,279 7,527 SH   SOLE   7,527 0 0
CIT GROUP INC COM NEW 125581801 1,501 29,785 SH   SOLE   29,785 0 0
CITIGROUP INC COM NEW 172967424 0 1 SH   SOLE   1 0 0
COCA COLA CO COM 191216100 55 1,250 SH   SOLE   1,250 0 0
COLGATE PALMOLIVE CO COM 194162103 49 750 SH   SOLE   750 0 0
COMMSCOPE HLDG CO INC COM 20337X109 1,570 53,763 SH   SOLE   53,763 0 0
CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 6,135 128,814 SH   SOLE   128,814 0 0
D R HORTON INC COM 23331A109 1,272 31,033 SH   SOLE   31,033 0 0
DECKERS OUTDOOR CORP COM 243537107 1,277 11,314 SH   SOLE   11,314 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 1,274 25,711 SH   SOLE   25,711 0 0
DISCOVER FINL SVCS COM 254709108 1,273 18,080 SH   SOLE   18,080 0 0
DOLLAR GEN CORP NEW COM 256677105 1,272 12,902 SH   SOLE   12,902 0 0
DOWDUPONT INC COM 26078J100 61 929 SH   SOLE   929 0 0
EBAY INC COM 278642103 1,663 45,873 SH   SOLE   45,873 0 0
EMCOR GROUP INC COM 29084Q100 1,275 16,740 SH   SOLE   16,740 0 0
EXELON CORP COM 30161N101 770 18,076 SH   SOLE   18,076 0 0
FACEBOOK INC CL A 30303M102 17,643 90,792 SH   SOLE   90,792 0 0
FERRARI N V COM N3167Y103 1,634 12,101 SH   SOLE   12,101 0 0
FIFTH THIRD BANCORP COM 316773100 1,269 44,215 SH   SOLE   44,215 0 0
FIRST AMERN FINL CORP COM 31847R102 1,277 24,697 SH   SOLE   24,697 0 0
FIRSTENERGY CORP COM 337932107 1,729 48,144 SH   SOLE   48,144 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 1,675 7,951 SH   SOLE   7,951 0 0
GAP INC DEL COM 364760108 1,268 39,142 SH   SOLE   39,142 0 0
GENERAL ELECTRIC CO COM 369604103 26 1,900 SH   SOLE   1,900 0 0
GENERAL MTRS CO COM 37045V100 1,272 32,280 SH   SOLE   32,280 0 0
GODADDY INC CL A 380237107 1,639 23,215 SH   SOLE   23,215 0 0
HALYARD HEALTH INC COM 40650V100 3 56 SH   SOLE   56 0 0
HCA HEALTHCARE INC COM 40412C101 1,615 15,739 SH   SOLE   15,739 0 0
HD SUPPLY HLDGS INC COM 40416M105 1,185 27,634 SH   SOLE   27,634 0 0
HOLLYFRONTIER CORP COM 436106108 1,276 18,641 SH   SOLE   18,641 0 0
HUMANA INC COM 444859102 1,276 4,288 SH   SOLE   4,288 0 0
IAC INTERACTIVECORP COM 44919P508 1,695 11,113 SH   SOLE   11,113 0 0
IHS MARKIT LTD SHS G47567105 1,613 31,270 SH   SOLE   31,270 0 0
INTERACTIVE BROKERS GROUP IN COM 45841N107 1,320 20,498 SH   SOLE   20,498 0 0
JD COM INC SPON ADR CL A 47215P106 1,731 44,451 SH   SOLE   44,451 0 0
JOHNSON & JOHNSON COM 478160104 61 500 SH   SOLE   500 0 0
JPMORGAN CHASE & CO COM 46625H100 1,271 12,195 SH   SOLE   12,195 0 0
KANSAS CITY SOUTHERN COM NEW 485170302 0 1 SH   SOLE   1 0 0
KEYCORP NEW COM 493267108 761 38,954 SH   SOLE   38,954 0 0
KIMBERLY CLARK CORP COM 494368103 47 450 SH   SOLE   450 0 0
L BRANDS INC COM 501797104 760 20,611 SH   SOLE   20,611 0 0
LEAR CORP COM NEW 521865204 1,271 6,839 SH   SOLE   6,839 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 1,488 55,901 SH   SOLE   55,901 0 0
LOEWS CORP COM 540424108 1,271 26,325 SH   SOLE   26,325 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1,276 11,619 SH   SOLE   11,619 0 0
MADDEN STEVEN LTD COM 556269108 1,264 23,806 SH   SOLE   23,806 0 0
MARATHON PETE CORP COM 56585A102 1,278 18,215 SH   SOLE   18,215 0 0
MERITAGE HOMES CORP COM 59001A102 33 742 SH   SOLE   742 0 0
MGM RESORTS INTERNATIONAL COM 552953101 1,470 50,647 SH   SOLE   50,647 0 0
MICHAEL KORS HLDGS LTD SHS G60754101 1,277 19,175 SH   SOLE   19,175 0 0
MICROSOFT CORP COM 594918104 17,764 180,141 SH   SOLE   180,141 0 0
MOLINA HEALTHCARE INC COM 60855R100 0 1 SH   SOLE   1 0 0
MORGAN STANLEY COM NEW 617446448 1,182 24,941 SH   SOLE   24,941 0 0
NETFLIX INC COM 64110L106 1,923 4,913 SH   SOLE   4,913 0 0
NORFOLK SOUTHERN CORP COM 655844108 1,271 8,426 SH   SOLE   8,426 0 0
NOVARTIS A G SPONSORED ADR 66987V109 45 600 SH   SOLE   600 0 0
NXP SEMICONDUCTORS N V COM N6596X109 1,635 14,961 SH   SOLE   14,961 0 0
PAYPAL HLDGS INC COM 70450Y103 2,539 30,491 SH   SOLE   30,491 0 0
PBF ENERGY INC CL A 69318G106 1,276 30,441 SH   SOLE   30,441 0 0
PFIZER INC COM 717081103 54 1,500 SH   SOLE   1,500 0 0
PNC FINL SVCS GROUP INC COM 693475105 1,275 9,439 SH   SOLE   9,439 0 0
PROCTER AND GAMBLE CO COM 742718109 47 600 SH   SOLE   600 0 0
PROSHARES TR II ULTRASHORT YEN N 74347W569 294 4,000 SH   SOLE   4,000 0 0
PULTE GROUP INC COM 745867101 1,273 44,267 SH   SOLE   44,267 0 0
PVH CORP COM 693656100 1,277 8,529 SH   SOLE   8,529 0 0
RALPH LAUREN CORP CL A 751212101 764 6,080 SH   SOLE   6,080 0 0
REGIONS FINL CORP NEW COM 7591EP100 1,265 71,122 SH   SOLE   71,122 0 0
REINSURANCE GROUP AMER INC COM NEW 759351604 1,276 9,561 SH   SOLE   9,561 0 0
RETAIL PPTYS AMER INC CL A 76131V202 1,126 88,121 SH   SOLE   88,121 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104 1,694 10,261 SH   SOLE   10,261 0 0
SKECHERS U S A INC CL A 830566105 1,277 42,552 SH   SOLE   42,552 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 29,688 176,460 SH   SOLE   176,460 0 0
STARS GROUP INC COM 85570W100 1,557 42,882 SH   SOLE   42,882 0 0
STATE STR CORP COM 857477103 0 1 SH   SOLE   1 0 0
SUNTRUST BKS INC COM 867914103 1,275 19,310 SH   SOLE   19,310 0 0
TABLEAU SOFTWARE INC CL A 87336U105 1,683 17,213 SH   SOLE   17,213 0 0
TARGET CORP COM 87612E106 1,276 16,769 SH   SOLE   16,769 0 0
TCF FINL CORP COM 872275102 1,272 51,662 SH   SOLE   51,662 0 0
TESLA INC COM 88160R101 51 150 SH   SOLE   150 0 0
THOR INDS INC COM 885160101 0 1 SH   SOLE   1 0 0
TORCHMARK CORP COM 891027104 1,276 15,678 SH   SOLE   15,678 0 0
TRANSDIGM GROUP INC COM 893641100 1,723 4,991 SH   SOLE   4,991 0 0
TRI POINTE GROUP INC COM 87265H109 1,281 78,322 SH   SOLE   78,322 0 0
UMPQUA HLDGS CORP COM 904214103 1,274 56,413 SH   SOLE   56,413 0 0
UNILEVER N V N Y SHS NEW 904784709 67 1,200 SH   SOLE   1,200 0 0
UNION PAC CORP COM 907818108 1,273 8,987 SH   SOLE   8,987 0 0
UNITED RENTALS INC COM 911363109 1,277 8,650 SH   SOLE   8,650 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,277 5,207 SH   SOLE   5,207 0 0
URBAN OUTFITTERS INC COM 917047102 1,258 28,242 SH   SOLE   28,242 0 0
VALEANT PHARMACEUTICALS INTL COM 91911K102 16 690 SH   SOLE   690 0 0
VALERO ENERGY CORP NEW COM 91913Y100 1,034 9,334 SH   SOLE   9,334 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,273 25,305 SH   SOLE   25,305 0 0
VICI PPTYS INC COM 925652109 1,707 82,694 SH   SOLE   82,694 0 0
VISA INC COM CL A 92826C839 7,525 56,813 SH   SOLE   56,813 0 0
VISHAY INTERTECHNOLOGY INC COM 928298108 1,278 55,098 SH   SOLE   55,098 0 0
VISTRA ENERGY CORP COM 92840M102 1,638 69,236 SH   SOLE   69,236 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 32 1,300 SH   SOLE   1,300 0 0
VOYA FINL INC COM 929089100 1,270 27,027 SH   SOLE   27,027 0 0
WALMART INC COM 931142103 1,280 14,950 SH   SOLE   14,950 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 499 9,250 SH   SOLE   9,250 0 0
WORKDAY INC CL A 98138H101 1,941 16,027 SH   SOLE   16,027 0 0
XPO LOGISTICS INC COM 983793100 1,519 15,166 SH   SOLE   15,166 0 0
YANDEX N V SHS CLASS A N97284108 2,150 59,897 SH   SOLE   59,897 0 0
YUM BRANDS INC COM 988498101 0 1 SH   SOLE   1 0 0
ZILLOW GROUP INC CL A 98954M101 51 850 SH   SOLE   850 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 3,918 66,338 SH   SOLE   66,338 0 0