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
ENBRIDGE INC COM 29250N105 5,122 168,000 SH   SOLE   168,000 0 0
BROOKFIELD RENEWABLE ENRGY P PARTNERSHIP UNIT G16258108 1,590 33,300 SH   SOLE   33,300 0 0
TC ENERGY CORP COM 87807B107 2,127 50,000 SH   SOLE   50,000 0 0
PEMBINA PIPELINE CORP COM 706327103 779 31,500 SH   SOLE   31,500 0 0
ABBVIE INC COM 00287Y109 7,000 72,577 SH   SOLE   72,577 0 0
AMGEN COM 031162100 570 2,460 SH   SOLE   2,460 0 0
BK OF AMERICA CORP COM 060505104 15,559 655,400 SH   SOLE   655,400 0 0
BARCLAYS BK PLC IPATH B SHRT TRM 06746P621 3,468 97,300 SH   SOLE   97,300 0 0
BROADCOM INC COM 11135F101 2,327 7,505 SH   SOLE   7,505 0 0
CIGNA CORP NEW COM 125523100 2,190 11,678 SH   SOLE   11,678 0 0
CISCO SYS INC COM 17275R102 9,553 204,814 SH   SOLE   204,814 0 0
CITIGROUP INC COM NEW 172967424 1,436 28,545 SH   SOLE   28,545 0 0
CLEARWAY ENERGY INC CL A 18539C105 2,014 96,000 SH   SOLE   96,000 0 0
ENBRIDGE INC COM 29250N105 11,989 394,117 SH   SOLE   394,117 0 0
FIFTH THIRD BANCORP COM 316773100 678 36,145 SH   SOLE   36,145 0 0
FIRST TR MLP & ENERGY INCOME COM 33739B104 954 170,000 SH   SOLE   170,000 0 0
JPMORGAN CHASE & CO COM 46625H100 2,577 27,706 SH   SOLE   27,706 0 0
MERCK & CO INC NEW COM 58933Y105 4,305 56,040 SH   SOLE   56,040 0 0
METLIFE INC COM 59156R108 346 9,732 SH   SOLE   9,732 0 0
MICROSOFT CORP COM 594918104 21,918 109,189 SH   SOLE   109,189 0 0
PHILLIPS 66 COM 718546104 329 4,790 SH   SOLE   4,790 0 0
STRYKER CORP COM 863667101 5,932 33,430 SH   SOLE   33,430 0 0
UNITED RENTALS INC COM 911363109 1,683 11,384 SH   SOLE   11,384 0 0
UNITEDHEALTH GROUP INC COM 91324P102 24,927 84,600 SH   SOLE   84,600 0 0
VISA INC COM CL A 92826C839 37,461 194,475 SH   SOLE   194,475 0 0
ATLANTICA YIELD PLC SHS G0751N103 8,718 300,500 SH   SOLE   300,500 0 0
ICON PLC SHS G4705A100 5,681 34,928 SH   SOLE   34,928 0 0
LAUDER ESTEE COS INC CL A 518439104 3,120 16,794 SH   SOLE   16,794 0 0
ALPHABET INC CAP STK CL A 02079K305 19,016 13,477 SH   SOLE   13,477 0 0
MASTERCARD INC CL A 57636Q104 14,343 48,713 SH   SOLE   48,713 0 0
AMAZON COM INC COM 023135106 38,550 14,048 SH   SOLE   14,048 0 0
FACEBOOK INC CL A 30303M102 1,819 8,244 SH   SOLE   8,244 0 0
KLA-TENCOR CORP COM 482480100 6,032 31,462 SH   SOLE   31,462 0 0
TARGET CORP COM 87612E106 5,361 45,212 SH   SOLE   45,212 0 0
LOWES COS INC COM 548661107 39,972 296,114 SH   SOLE   296,114 0 0
GILEAD SCIENCES INC COM 375558103 1,369 18,361 SH   SOLE   18,361 0 0
BALL CORP COM 058498106 2,012 29,420 SH   SOLE   29,420 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 2,578 7,348 SH   SOLE   7,348 0 0
DARLING INGREDIENTS INC COM 237266101 1,710 72,278 SH   SOLE   72,278 0 0
ZOETIS INC CL A 98978V103 2,273 17,218 SH   SOLE   17,218 0 0
INTUIT COM 461202103 1,557 5,405 SH   SOLE   5,405 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 34,921 260,701 SH   SOLE   260,701 0 0
AVERY DENNISON CORP COM 053611109 2,792 24,930 SH   SOLE   24,930 0 0
WEYERHAEUSER CO COM 962166104 1,703 76,748 SH   SOLE   76,748 0 0
PAYPAL HLDGS INC COM 70450Y103 3,452 20,496 SH   SOLE   20,496 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,991 75,388 SH   SOLE   75,388 0 0
COLGATE PALMOLIVE CO COM 194162103 3,147 43,440 SH   SOLE   43,440 0 0
NVIDIA CORP COM 67066G104 5,205 14,141 SH   SOLE   14,141 0 0
ADOBE SYS INC COM 00724F101 1,960 4,618 SH   SOLE   4,618 0 0
ECOLAB INC COM 278865100 1,617 8,267 SH   SOLE   8,267 0 0
AVANGRID INC COM 05351W103 1,637 39,000 SH   SOLE   39,000 0 0
NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 10,695 209,400 SH   SOLE   209,400 0 0
HANNON ARMSTRONG SUST INFR C COM 41068X100 1,707 60,000 SH   SOLE   60,000 0 0
LINDE PLC SHS G5494J103 3,829 18,128 SH   SOLE   18,128 0 0
SERVICE CORP INTL COM 817565104 24,762 636,854 SH   SOLE   636,854 0 0
AON PLC SHS CL A G0403H108 2,871 15,258 SH   SOLE   15,258 0 0
DROPBOX INC CL A 26210C104 9,255 432,270 SH   SOLE   432,270 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,497 24,177 SH   SOLE   24,177 0 0
SEMPRA ENERGY COM 816851109 1,576 13,400 SH   SOLE   13,400 0 0
NORFOLK SOUTHERN CORP COM 655844108 2,646 15,200 SH   SOLE   15,200 0 0
AMERICAN TOWER CORP NEW COM 03027X100 4,859 19,000 SH   SOLE   19,000 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 4,848 270,000 SH   SOLE   270,000 0 0
NEXTERA ENERGY INC COM 65339F101 7,984 33,295 SH   SOLE   33,295 0 0
NISOURCE INC COM 65473P105 715 31,500 SH   SOLE   31,500 0 0
WEC ENERGY GROUP INC COM 92939U106 2,897 33,200 SH   SOLE   33,200 0 0
WILLIAMS COS INC DEL COM 969457100 931 50,000 SH   SOLE   50,000 0 0
DTE ENERGY CO COM 233331107 1,021 9,550 SH   SOLE   9,550 0 0
ALLIANT ENERGY CORP COM 018802108 2,226 46,800 SH   SOLE   46,800 0 0
AMERICAN ELEC PWR CO INC COM 025537101 1,353 17,000 SH   SOLE   17,000 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 1,429 17,850 SH   SOLE   17,850 0 0
UNION PAC CORP COM 907818108 33,706 199,700 SH   SOLE   199,700 0 0
P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 715684106 1,033 47,000 SH   SOLE   47,000 0 0
XCEL ENERGY INC COM 98389B100 3,687 59,000 SH   SOLE   59,000 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,755 32,000 SH   SOLE   32,000 0 0
EURONAV NV ANTWERPEN SHS B38564108 24,185 1,083,538 SH   SOLE   1,083,538 0 0
APPLE INC COM 037833100 18,058 49,530 SH   SOLE   49,530 0 0
ANSYS INC COM 03662Q105 12,542 42,963 SH   SOLE   42,963 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,270 134,190 SH   SOLE   134,190 0 0
HOME DEPOT INC COM 437076102 6,644 26,540 SH   SOLE   26,540 0 0
MOODYS CORP COM 615369105 8,757 31,880 SH   SOLE   31,880 0 0
MORNINGSTAR INC COM 617700109 9,711 68,890 SH   SOLE   68,890 0 0
MSCI INC COM 55354G100 9,818 29,410 SH   SOLE   29,410 0 0
ROCKWELL AUTOMATION INC COM 773903109 9,902 46,474 SH   SOLE   46,474 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 11,009 79,370 SH   SOLE   79,370 0 0
SYNOPSYS INC COM 871607107 10,354 53,095 SH   SOLE   53,095 0 0
S&P GLOBAL INC COM 78409V104 9,813 29,810 SH   SOLE   29,810 0 0
D R HORTON INC COM 23331A109 255 4,600 SH   SOLE   4,600 0 0
MORGAN STANLEY COM NEW 617446448 256 5,300 SH   SOLE   5,300 0 0
PROCTER & GAMBLE CO COM 742718109 400 3,350 SH   SOLE   3,350 0 0
PULTE GROUP INC COM 745867101 24,625 723,400 SH   SOLE   723,400 0 0
ROYAL BK OF SCOTLAND PLC NOTE 8.000%12/3 780099CK1 3,520 3,200,000 SH   SOLE   3,200,000 0 0
ROYAL BK SCOTLAND GROUP PLC NOTE 8.625%12/3 780097BB6 5,408 5,200,000 SH   SOLE   5,200,000 0 0
TOLL BROTHERS INC COM 889478103 261 8,000 SH   SOLE   8,000 0 0
ROYAL BK OF SCOTLAND PLC DEBT 7.500%12/3 780099CJ4 1,909 1,900,000 SH   SOLE   1,900,000 0 0
ANALOG DEVICES INC COM 032654105 21,406 174,500 SH   SOLE   174,500 0 0
BRIGHT HORIZONS FAM SOL IN D COM 109194100 14,135 120,700 SH   SOLE   120,700 0 0
CBRE GROUP INC CL A 12504L109 17,740 392,300 SH   SOLE   392,300 0 0
CERNER CORP COM 156782104 15,842 231,200 SH   SOLE   231,200 0 0
CHARLES RIV LABS INTL INC COM 159864107 15,960 91,600 SH   SOLE   91,600 0 0
COSTAR GROUP INC COM 22160N109 22,057 31,000 SH   SOLE   31,000 0 0
DISNEY WALT CO COM DISNEY 254687106 19,810 177,763 SH   SOLE   177,763 0 0
DESCARTES SYS GROUP INC COM 249906108 14,114 266,900 SH   SOLE   266,900 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 22,899 397,200 SH   SOLE   397,200 0 0
GLOBAL PMTS INC COM 37940X102 21,279 125,463 SH   SOLE   125,463 0 0
GOOSEHEAD INS INC COM CL A 38267D109 19,026 253,480 SH   SOLE   253,480 0 0
HCA HOLDINGS INC COM 40412C101 20,067 206,900 SH   SOLE   206,900 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,047 208,100 SH   SOLE   208,100 0 0
IQVIA HLDGS INC COM 46266C105 24,116 170,000 SH   SOLE   170,000 0 0
KEURIG DR PEPPER INC COM 49271V100 24,821 874,300 SH   SOLE   874,300 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 21,513 485,400 SH   SOLE   485,400 0 0
MONDELEZ INTL INC CL A 609207105 23,935 468,300 SH   SOLE   468,300 0 0
MONOLITHIC PWR SYS INC COM 609839105 12,781 53,900 SH   SOLE   53,900 0 0
M & T BK CORP COM 55261F104 22,925 220,500 SH   SOLE   220,500 0 0
PROSPERITY BANCSHARES INC COM 743606105 10,738 180,900 SH   SOLE   180,900 0 0
POOL CORPORATION COM 73278L105 26,359 97,000 SH   SOLE   97,000 0 0
ROPER TECHNOLOGIES INC COM 776696106 21,200 54,600 SH   SOLE   54,600 0 0
SITEONE LANDSCAPE SUPPLY INC COM 82982L103 13,755 120,800 SH   SOLE   120,800 0 0
SS&C TECHNOLOGIES HLDGS INC COM 78467J100 24,445 432,800 SH   SOLE   432,800 0 0
TREX CO INC COM 89531P105 12,505 96,200 SH   SOLE   96,200 0 0
TRANSUNION COM 89400J107 24,940 286,500 SH   SOLE   286,500 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 20,807 223,900 SH   SOLE   223,900 0 0
VULCAN MATLS CO COM 929160109 26,490 228,700 SH   SOLE   228,700 0 0
WESTERN ALLIANCE BANCORP COM 957638109 17,552 463,356 SH   SOLE   463,356 0 0
WASTE CONNECTIONS INC COM 94106B101 26,440 281,752 SH   SOLE   281,752 0 0
WEX INC COM 96208T104 28,489 172,600 SH   SOLE   172,600 0 0
WATSCO INC COM 942622200 17,673 99,500 SH   SOLE   99,500 0 0
WINTRUST FINL CORP COM 97650W108 16,757 384,076 SH   SOLE   384,076 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,916 32,600 SH   SOLE   32,600 0 0
JOHNSON & JOHNSON COM 478160104 2,219 15,800 SH   SOLE   15,800 0 0
ALTRA INDL MOTION CORP COM 02208R106 1,039 32,600 SH   SOLE   32,600 0 0
APPIAN CORP CL A 03782L101 1,759 34,300 SH   SOLE   34,300 0 0
AIR TRANSPORT SERVICES GRP I COM 00922R105 1,160 52,100 SH   SOLE   52,100 0 0
AVALARA INC COM 05338G106 1,995 15,000 SH   SOLE   15,000 0 0
AXOS FINANCIAL INC COM 05465C100 684 31,000 SH   SOLE   31,000 0 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 1,846 121,900 SH   SOLE   121,900 0 0
BANDWIDTH INC COM CL A 05988J103 4,000 31,526 SH   SOLE   31,526 0 0
BLACKLINE INC COM 09239B109 3,331 40,200 SH   SOLE   40,200 0 0
CACI INTL INC CL A 127190304 1,302 6,000 SH   SOLE   6,000 0 0
CHEESECAKE FACTORY INC COM 163072101 1,914 83,600 SH   SOLE   83,600 0 0
CARGURUS INC COM CL A 141788109 1,583 62,400 SH   SOLE   62,400 0 0
CARDLYTICS INC COM 14161W105 4,516 64,620 SH   SOLE   64,620 0 0
CHEGG INC COM 163092109 4,224 62,800 SH   SOLE   62,800 0 0
CATALENT INC COM 148806102 3,115 42,500 SH   SOLE   42,500 0 0
DEXCOM INC COM 252131107 4,593 11,331 SH   SOLE   11,331 0 0
EVENTBRITE INC COM CL A 29975E109 1,503 175,345 SH   SOLE   175,345 0 0
EVERBRIDGE INC COM 29978A104 7,555 54,630 SH   SOLE   54,630 0 0
EVERQUOTE INC COM CL A 30041R108 2,911 50,100 SH   SOLE   50,100 0 0
FB FINL CORP COM 30257X104 1,226 49,500 SH   SOLE   49,500 0 0
FIRST MERCHANTS CORP COM 320817109 1,327 48,100 SH   SOLE   48,100 0 0
FRESHPET INC COM 358039105 3,064 36,600 SH   SOLE   36,600 0 0
FORWARD AIR CORP COM 349853101 1,350 27,100 SH   SOLE   27,100 0 0
GUARDANT HEALTH INC COM 40131M109 2,733 33,700 SH   SOLE   33,700 0 0
GLU MOBILE INC COM 379890106 928 100,000 SH   SOLE   100,000 0 0
GRUBHUB INC COM 400110102 3,122 44,436 SH   SOLE   44,436 0 0
GREENSKY INC CL A 39572G100 735 150,000 SH   SOLE   150,000 0 0
HORIZON BANCORP IND COM 440407104 1,130 105,600 SH   SOLE   105,600 0 0
HEALTHEQUITY INC COM 42226A107 1,870 31,900 SH   SOLE   31,900 0 0
HUB GROUP INC CL A 443320106 1,608 33,600 SH   SOLE   33,600 0 0
INPHI CORP COM 45772F107 2,747 23,376 SH   SOLE   23,376 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 4,132 35,607 SH   SOLE   35,607 0 0
ORTHOPEDIATRICS CORP COM 68752L100 2,529 58,000 SH   SOLE   58,000 0 0
KINSALE CAP GROUP INC COM 49714P108 2,997 19,300 SH   SOLE   19,300 0 0
FERRARI N V COM N3167Y103 4,348 81,600 SH   SOLE   81,600 0 0
LHC GROUP INC COM 50187A107 2,161 12,400 SH   SOLE   12,400 0 0
MASIMO CORP COM 574795100 3,304 14,500 SH   SOLE   14,500 0 0
MEDPACE HLDGS INC COM 58506Q109 3,237 34,800 SH   SOLE   34,800 0 0
MESA LABS INC COM 59064R109 1,282 5,900 SH   SOLE   5,900 0 0
1LIFE HEALTHCARE INC COM 68269G107 4,514 124,191 SH   SOLE   124,191 0 0
ONESPAWORLD HOLDINGS LIMITED COM P73684113 1,935 406,534 SH   SOLE   406,534 0 0
PRESTIGE BRANDS HLDGS INC COM 74112D101 2,224 59,200 SH   SOLE   59,200 0 0
PACIRA PHARMACEUTICALS INC COM 695127100 2,705 51,600 SH   SOLE   51,600 0 0
PREFERRED BK LOS ANGELES CA COM NEW 740367404 1,691 39,400 SH   SOLE   39,400 0 0
PHREESIA INC COM 71944F106 2,584 91,469 SH   SOLE   91,469 0 0
ANAPLAN INC COM 03272L108 1,191 26,300 SH   SOLE   26,300 0 0
PALOMAR HLDGS INC COM 69753M105 3,362 39,200 SH   SOLE   39,200 0 0
INSULET CORP COM 45784P101 2,172 11,180 SH   SOLE   11,180 0 0
PLURALSIGHT INC COM CL A 72941B106 2,215 122,800 SH   SOLE   122,800 0 0
Q2 HLDGS INC COM 74736L109 1,226 14,300 SH   SOLE   14,300 0 0
REDFIN CORP COM 75737F108 9,061 216,200 SH   SOLE   216,200 0 0
SEACOAST BKG CORP FLA COM NEW 811707801 955 46,800 SH   SOLE   46,800 0 0
STITCH FIX INC COM CL A 860897107 4,390 175,900 SH   SOLE   175,900 0 0
SHAKE SHACK INC CL A 819047101 2,698 50,900 SH   SOLE   50,900 0 0
SITIME CORP COM 82982T106 5,887 123,970 SH   SOLE   123,970 0 0
SIMULATIONS PLUS INC COM 829214105 3,064 51,200 SH   SOLE   51,200 0 0
SPS COMM INC COM 78463M107 3,007 40,000 SH   SOLE   40,000 0 0
SPROUT SOCIAL INC COM CL A 85209W109 4,618 171,042 SH   SOLE   171,042 0 0
SHOTSPOTTER INC COM 82536T107 2,000 79,560 SH   SOLE   79,560 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 2,438 39,592 SH   SOLE   39,592 0 0
NEURONETICS INC COM 64131A105 143 73,400 SH   SOLE   73,400 0 0
SWITCH INC CL A 87105L104 2,470 138,707 SH   SOLE   138,707 0 0
TACTILE SYS TECHNOLOGY INC COM 87357P100 1,587 38,269 SH   SOLE   38,269 0 0
TELADOC INC COM 87918A105 5,839 30,600 SH   SOLE   30,600 0 0
TABULA RASA HEALTHCARE INC COM 873379101 3,176 58,059 SH   SOLE   58,059 0 0
TRISTATE CAP HLDGS INC COM 89678F100 1,058 67,300 SH   SOLE   67,300 0 0
TEXAS ROADHOUSE INC COM 882681109 2,453 46,658 SH   SOLE   46,658 0 0
UNITED BANKSHARES INC WEST V COM 909907107 981 35,482 SH   SOLE   35,482 0 0
VERITEX HLDGS INC COM 923451108 794 44,900 SH   SOLE   44,900 0 0
VERACYTE INC COM 92337F107 2,693 103,900 SH   SOLE   103,900 0 0
VERRA MOBILITY CORP COM 92511U102 1,577 153,400 SH   SOLE   153,400 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 1,496 35,100 SH   SOLE   35,100 0 0
WINGSTOP INC COM 974155103 1,473 10,600 SH   SOLE   10,600 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 3,431 110,400 SH   SOLE   110,400 0 0
INTERSECT ENT INC COM 46071F103 1,790 132,500 SH   SOLE   132,500 0 0
YETI HLDGS INC COM 98585X104 6,069 142,100 SH   SOLE   142,100 0 0
UBS GROUP AG SHS H42097107 7,581 657,100 SH   SOLE   657,100 0 0
EURONAV NV ANTWERPEN SHS B38564108 6,495 802,600 SH   SOLE   802,600 0 0
CALEDONIA MNG CORP PLC SHS NEW G1757E113 41,071 240,818 SH   SOLE   240,818 0 0
UBS GROUP AG SHS H42097107 3,105 197,800 SH   SOLE   197,800 0 0
CLARIVATE PLC ORD SHS G21810109 2,036 70,000 SH   SOLE   70,000 0 0