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
AUTOZONE INC COM 053332102 7,976 6,695 SH   SOLE   6,695 0 0
AUTOZONE INC COM 053332102 8,138 6,831 SH   OTR 1,2 6,831 0 0
AXA EQUITABLE HLDGS INC COM 29452E101 5,082 205,065 SH   SOLE   205,065 0 0
AXA EQUITABLE HLDGS INC COM 29452E101 9,008 363,518 SH   OTR 1,2 363,518 0 0
BAIDU INC SPON ADR REP A 056752108 4,634 36,664 SH   SOLE   36,664 0 0
BAIDU INC SPON ADR REP A 056752108 3,952 31,264 SH   OTR 1,2 31,264 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 5,075 35,162 SH   SOLE   35,162 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 5,510 38,180 SH   OTR 1,2 38,180 0 0
DECKERS OUTDOOR CORP COM 243537107 1,285 7,608 SH   SOLE   7,608 0 0
DECKERS OUTDOOR CORP COM 243537107 3,465 20,519 SH   OTR 1,2 20,519 0 0
DEERE & CO COM 244199105 2,898 16,727 SH   SOLE   16,727 0 0
DEERE & CO COM 244199105 2,605 15,034 SH   OTR 1,2 15,034 0 0
DOLLAR TREE INC COM 256746108 6,709 71,333 SH   SOLE   71,333 0 0
DOLLAR TREE INC COM 256746108 5,827 61,958 SH   OTR 1,2 61,958 0 0
ENVISTA HLDGS CORP COM 29415F104 4,508 152,084 SH   SOLE   152,084 0 0
ENVISTA HLDGS CORP COM 29415F104 4,892 165,059 SH   OTR 1,2 165,059 0 0
GENERAL MTRS CO COM 37045V100 2,874 78,538 SH   SOLE   78,538 0 0
GENERAL MTRS CO COM 37045V100 3,119 85,227 SH   OTR 1,2 85,227 0 0
GLOBAL PMTS INC COM 37940X102 2,810 15,390 SH   SOLE   15,390 0 0
GLOBAL PMTS INC COM 37940X102 2,762 15,132 SH   OTR 1,2 15,132 0 0
GRAINGER W W INC COM 384802104 2,912 8,603 SH   SOLE   8,603 0 0
GRAINGER W W INC COM 384802104 3,160 9,334 SH   OTR 1,2 9,334 0 0
HOME DEPOT INC COM 437076102 2,664 12,201 SH   SOLE   12,201 0 0
HOME DEPOT INC COM 437076102 3,791 17,361 SH   OTR 1,2 17,361 0 0
HUDSON LTD COM CL A G46408103 222 14,463 SH   SOLE   14,463 0 0
HUDSON LTD COM CL A G46408103 1,384 90,212 SH   OTR 1,2 90,212 0 0
HYATT HOTELS CORP COM CL A 448579102 3,466 38,632 SH   SOLE   38,632 0 0
HYATT HOTELS CORP COM CL A 448579102 5,951 66,326 SH   OTR 1,2 66,326 0 0
IAA INC COM 449253103 8,036 170,757 SH   SOLE   170,757 0 0
IAA INC COM 449253103 8,402 178,539 SH   OTR 1,2 178,539 0 0
JD COM INC SPON ADR CL A 47215P106 4,486 127,347 SH   SOLE   127,347 0 0
JD COM INC SPON ADR CL A 47215P106 5,077 144,118 SH   OTR 1,2 144,118 0 0
KBR INC COM 48242W106 6,015 197,211 SH   SOLE   197,211 0 0
KBR INC COM 48242W106 5,921 194,125 SH   OTR 1,2 194,125 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 4,878 136,111 SH   SOLE   136,111 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 5,295 147,729 SH   OTR 1,2 147,729 0 0
NUCOR CORP COM 670346105 4,039 71,774 SH   SOLE   71,774 0 0
NUCOR CORP COM 670346105 3,976 70,653 SH   OTR 1,2 70,653 0 0
RALPH LAUREN CORP CL A 751212101 9,306 79,389 SH   SOLE   79,389 0 0
RALPH LAUREN CORP CL A 751212101 10,100 86,169 SH   OTR 1,2 86,169 0 0
ROSS STORES INC COM 778296103 4,479 38,476 SH   SOLE   38,476 0 0
ROSS STORES INC COM 778296103 4,862 41,758 SH   OTR 1,2 41,758 0 0
SCORPIO TANKERS INC SHS Y7542C130 3,013 76,599 SH   SOLE   76,599 0 0
SCORPIO TANKERS INC SHS Y7542C130 5,050 128,359 SH   OTR 1,2 128,359 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 2,148 55,557 SH   SOLE   55,557 0 0
SERVICEMASTER GLOBAL HLDGS I COM 81761R109 2,330 60,282 SH   OTR 1,2 60,282 0 0
SIGNET JEWELERS LIMITED SHS G81276100 614 28,224 SH   SOLE   28,224 0 0
SIGNET JEWELERS LIMITED SHS G81276100 688 31,670 SH   OTR 1,2 31,670 0 0
SKECHERS U S A INC CL A 830566105 5,784 133,914 SH   SOLE   133,914 0 0
SKECHERS U S A INC CL A 830566105 5,694 131,831 SH   OTR 1,2 131,831 0 0
SL GREEN RLTY CORP COM 78440X101 2,756 30,000 SH   SOLE   30,000 0 0
SL GREEN RLTY CORP COM 78440X101 2,990 32,542 SH   OTR 1,2 32,542 0 0
STANLEY BLACK & DECKER INC COM 854502101 4,825 29,112 SH   SOLE   29,112 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,236 31,594 SH   OTR 1,2 31,594 0 0
TAPESTRY INC COM 876030107 1,411 52,327 SH   SOLE   52,327 0 0
TAPESTRY INC COM 876030107 3,944 146,225 SH   OTR 1,2 146,225 0 0
TJX COS INC NEW COM 872540109 9,801 160,520 SH   SOLE   160,520 0 0
TJX COS INC NEW COM 872540109 9,890 161,966 SH   OTR 1,2 161,966 0 0
TRACTOR SUPPLY CO COM 892356106 211 2,254 SH   SOLE   2,254 0 0
TRACTOR SUPPLY CO COM 892356106 228 2,446 SH   OTR 1,2 2,446 0 0
TWITTER INC COM 90184L102 1,045 32,614 SH   SOLE   32,614 0 0
TWITTER INC COM 90184L102 1,134 35,388 SH   OTR 1,2 35,388 0 0
URBAN OUTFITTERS INC COM 917047102 1,736 62,528 SH   SOLE   62,528 0 0
URBAN OUTFITTERS INC COM 917047102 1,885 67,861 SH   OTR 1,2 67,861 0 0
VOYA FINL INC COM 929089100 469 7,693 SH   SOLE   7,693 0 0
VOYA FINL INC COM 929089100 509 8,351 SH   OTR 1,2 8,351 0 0
WYNN RESORTS LTD COM 983134107 5,287 38,070 SH   SOLE   38,070 0 0
WYNN RESORTS LTD COM 983134107 6,744 48,563 SH   OTR 1,2 48,563 0 0