Sold $XLK (+0.3%).
144% long by 18% short. 33% long Health Care, 25% long Technology, 22% long Consumer Services, 22% long Finance, 7% long Basic Industries, 3% short Consumer Durables. See current positions.

Bought $AJG, $BIIB, $NDAQ, $QQQ.
Covered $CORT (+22.9%).
152% long by 18% short. 33% long Health Care, 25% long Technology, 22% long Finance, 21% long Consumer Services, 7% long Basic Industries, 3% short Consumer Durables. See current positions.

Bought $WVE.
Shorted $UI, $CORT.
Sold $EIDX (+35.3%).
128% long by 22% short. 26% long Health Care, 25% long Technology, 22% long Consumer Services, 15% long Finance, 7% long Basic Industries, 4% short Consumer Durables. See current positions.

Bought $MIDD.
Shorted $DDOG.
133% long by 15% short. 38% long Health Care, 29% long Technology, 22% long Consumer Services, 15% long Finance, 7% long Basic Industries, 4% short Consumer Durables. See current positions.

Bought $NTAP.
124% long by 15% short. 41% long Health Care, 22% long Technology, 22% long Consumer Services, 15% long Finance, 8% short Consumer Durables, 7% long Basic Industries. See current positions.

Bought $EIDX.
105% long by 19% short. 25% long Health Care, 18% long Consumer Services, 18% long Technology, 15% long Finance, 7% short Consumer Durables, 7% long Basic Industries. See current positions.

Bought $KNX, $WMT.
Sold $AVP (-5.7%).
Covered $CVET (-32%), $DLB (+0%).
102% long by 19% short. 22% long Health Care, 18% long Consumer Services, 18% long Technology, 15% long Finance, 7% short Consumer Durables, 7% long Basic Industries. See current positions.

Sold $PZZA (+9.4%), $CHD (-15.9%).
97% long by 27% short. 18% long Technology, 17% long Health Care, 15% long Finance, 14% long Consumer Services, 8% short Consumer Durables, 7% long Basic Industries, 7% long Consumer Non-Durables. See current positions.

Bought $TMHC.
Shorted $CVET.
98% long by 23% short. 18% long Consumer Services, 18% long Health Care, 18% long Technology, 11% long Finance, 8% short Consumer Durables, 7% long Consumer Non-Durables, 7% long Basic Industries. See current positions.

Bought $ENDP, $GDDY.
Sold $HII (+18.3%).
90% long by 22% short. 22% long Technology, 18% long Health Care, 12% long Consumer Services, 11% long Consumer Non-Durables, 11% long Finance, 8% short Consumer Durables, 4% short Capital Goods. See current positions.

Bought $BIDU, $AVP.
Sold $NSTG, $KDP, $TDOC, $QCOM.
Covered $FANG, $BAND, $SEE.
87% long by 23% short. 18% long Technology, 14% long Health Care, 11% long Consumer Services, 11% long Consumer Non-Durables, 11% long Finance, 8% short Consumer Durables. See current positions.

Bought $AGEN, $SGEN, $KDP, $CVS.
Shorted $FANG.
Sold $EYE, $SMPL.
Covered $ARQL, $GNW.
95% long by 33% short. 22% long Health Care, 15% long Technology, 11% long Consumer Services, 11% long Consumer Non-Durables, 11% long Finance, 8% short Consumer Durables, 3% short Energy. See current positions.

Sold $PAGS, $DXC, $CCK, $KMT, $TS, $JBHT.
Covered $MCD, $WUBA.
87% long by 36% short. 15% long Technology, 11% long Health Care, 11% long Consumer Services, 11% long Consumer Non-Durables, 8% short Consumer Durables, 8% long Finance. See current positions.

Bought $PZZA, $KMT, $QCOM, $DXC.
Shorted $ARQL, $KTOS.
Sold $EMN, $WMGI, $LITE.
Covered $WAB.
109% long by 44% short. 18% long Technology, 11% long Health Care, 11% long Consumer Non-Durables, 8% long Consumer Services, 7% long Finance, 4% short Consumer Durables. See current positions.

Bought $SEE, $LITE, $TS, $WMGI.
Sold $WPC.
109% long by 41% short. 18% long Health Care, 11% long Consumer Non-Durables, 11% long Technology, 10% long Basic Industries, 7% long Finance, 4% short Consumer Durables. See current positions.

Bought $TDOC.
Shorted $BPMC, $IRBT.
Sold $CDW, $SEDG.
97% long by 40% short. 14% long Health Care, 11% long Consumer Non-Durables, 11% long Technology, 7% long Finance, 7% long Consumer Services, 3% short Consumer Durables. See current positions.

Bought $NSTG, $PSDO, $SEDG.
Shorted $WUBA.
Sold $ALXN, $ENDP, $ZTO.
Covered $CRM.
101% long by 33% short. 15% long Health Care, 14% long Technology, 11% long Consumer Services, 11% long Consumer Non-Durables, 7% long Finance. See current positions.

Bought $AFL.
Shorted $INVA.
Sold $NSTG, $NBIX.
101% long by 33% short. 18% long Health Care, 11% long Consumer Services, 11% long Consumer Non-Durables, 7% long Finance, 7% long Transportation, 7% long Technology. See current positions.

Bought $EMN, $INTC.
Shorted $BAND.
Sold $CHRW, $AAWW, $SEDG.
Covered $WUBA.
105% long by 29% short. 29% long Health Care, 11% long Consumer Services, 11% long Consumer Non-Durables, 7% long Technology, 7% long Transportation. See current positions.

Bought $LH, $LRCX, $VAR.
Covered $MD.
109% long by 30% short. 29% long Health Care, 15% long Transportation, 11% long Consumer Services, 11% long Consumer Non-Durables, 7% long Technology. See current positions.

Bought $NSTG, $ALXN, $ALLE, $PTC.
Shorted $MD, $RVLV.
Sold $LH, $KEYS, $UGI.
Covered $TWTR.
97% long by 33% short. 18% long Health Care, 15% long Transportation, 11% long Consumer Services, 11% long Consumer Non-Durables. See current positions.

Bought $JBHT, $SEDG.
Shorted $MCD.
Sold $GOSS, $ZION.
Covered $INFY, $SAND.
94% long by 29% short. 18% long Health Care, 15% long Transportation, 11% long Consumer Services, 11% long Consumer Non-Durables, 7% long Public Utilities, 4% short Technology. See current positions.

Bought $CHRW, $HII, $JBHT.
Shorted $INFY.
Sold $NOMD, $ISRG, $MSI.
Covered $RVLV.
93% long by 33% short. 21% long Health Care, 15% long Transportation, 14% long Consumer Services, 11% short Technology, 11% long Consumer Non-Durables, 7% long Public Utilities, 4% short Basic Industries. See current positions.

Bought $GOSS, $ISRG.
Shorted $RVLV.
Sold $ALXN, $CRI, $SGEN, $AVP.
93% long by 33% short. 25% long Health Care, 14% long Consumer Non-Durables, 11% long Consumer Services, 7% long Transportation, 7% long Public Utilities, 4% short Basic Industries, 4% short Technology. See current positions.

Bought $PAGS, $CCK, $WPC, $ENDP, $WSM.
Shorted $TWTR.
Sold $TOL.
Covered $ILMN.
100% long by 29% short. 25% long Health Care, 21% long Consumer Non-Durables, 14% long Consumer Services, 7% long Transportation, 7% long Public Utilities, 4% short Basic Industries, 4% short Technology. See current positions.

Bought $SNY, $MSI.
Sold $MPC, $WSM.
86% long by 30% short. 22% long Health Care, 21% long Consumer Non-Durables, 7% long Transportation, 7% long Consumer Services, 7% long Public Utilities, 4% short Basic Industries, 4% short Technology, 4% short Consumer Durables. See current positions.

Bought $WSM.
Sold $MCRN, $SNY.
Covered $TNET.
85% long by 29% short. 21% long Consumer Non-Durables, 18% long Health Care, 11% long Consumer Services, 7% short Technology, 7% long Transportation, 7% long Public Utilities, 4% short Basic Industries, 4% short Consumer Durables. See current positions.

Bought $EYE, $BCS, $SMPL, $KN.
Covered $CVNA, $KTOS.
89% long by 33% short. 21% long Health Care, 21% long Consumer Non-Durables, 7% long Transportation, 7% long Consumer Services, 7% long Public Utilities, 4% short Technology, 4% short Basic Industries, 4% short Consumer Durables. See current positions.

Bought $ALXN.
Sold $WSM.
74% long by 41% short. 17% long Health Care, 14% long Consumer Non-Durables, 8% short Consumer Durables, 7% long Consumer Services, 7% long Public Utilities, 7% long Transportation, 4% short Capital Goods, 4% short Basic Industries, 4% short Technology. See current positions.

Bought $WSM, $FAST.
Sold $GDI, $USFD.
Covered $SBH.
75% long by 41% short. 14% long Consumer Non-Durables, 14% long Health Care, 11% long Consumer Services, 8% short Consumer Durables, 7% long Public Utilities, 7% long Transportation, 4% short Capital Goods, 4% short Technology, 4% short Basic Industries. See current positions.

Bought $GDI.
Covered $IRBT.
74% long by 47% short. 18% long Consumer Non-Durables, 14% long Health Care, 7% short Consumer Durables, 7% long Public Utilities, 7% long Transportation, 4% short Capital Goods, 4% short Basic Industries. See current positions.

Bought $CRI, $AAWW, $DPZ.
70% long by 50% short. 18% long Consumer Non-Durables, 14% long Health Care, 10% short Consumer Durables, 7% long Public Utilities, 7% long Transportation, 4% short Capital Goods, 4% short Technology, 4% short Basic Industries. See current positions.

Shorted $SBH, $FANG.
Sold $EDU.
59% long by 53% short. 14% long Health Care, 10% short Consumer Durables, 7% long Public Utilities, 7% long Consumer Non-Durables, 4% short Capital Goods, 4% short Technology, 4% short Basic Industries. See current positions.