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
10X GENOMICS INC CL A COM CS 88025U109 3,228 17,835 SH   SOLE   4,578 0 13,257
52736R102 CS 52736R102 1,906 79,730 SH   SOLE   20,613 0 59,117
ABB LTD ADR 000375204 719 23,584 SH   SOLE   10,555 0 13,029
ABBOTT LABS CS 002824100 22,052 184,009 SH   SOLE   20,167 0 163,842
ABBVIE INC CS 00287Y109 35,881 331,560 SH   SOLE   110,872 0 220,688
ACCENTURE PLC IRELAND SHS CLAS CS G1151C101 16,347 59,175 SH   SOLE   19,887 0 39,288
ACTIVISION BLIZZARD INC CS 00507V109 1,396 15,006 SH   SOLE   2,545 0 12,461
AGCO CORP CS 001084102 17,000 118,344 SH   SOLE   39,823 0 78,521
AGILENT TECHNOLOGIES INC CS 00846U101 24,203 190,368 SH   SOLE   57,443 0 132,925
ALBEMARLE CORP CS 012653101 18,278 125,097 SH   SOLE   57,997 0 67,100
ALIGN TECHNOLOGY INC CS 016255101 11,522 21,277 SH   SOLE   7,107 0 14,170
ALLY FINL INC CS 02005N100 24,607 544,281 SH   SOLE   273,688 0 270,593
ALPHABET INC CAP STK CL A CS 02079K305 229 111 SH   SOLE   78 0 33
ALPHABET INC CAP STK CL C CS 02079K107 1,194 577 SH   SOLE   94 0 483
AMAZON COM INC CS 023135106 59,604 19,264 SH   SOLE   7,002 0 12,262
AMERICAN EXPRESS CO CS 025816109 2,476 17,506 SH   SOLE   4,132 0 13,374
ANSYS INC CS 03662Q105 319 940 SH   SOLE   0 0 940
APPHARVEST INC COM CS 03783T103 1,055 57,642 SH   SOLE   13,784 0 43,858
APPLE INC COM CS 037833100 17,005 139,215 SH   SOLE   99,602 0 39,613
APTIV PLC CS G6095L109 26,479 192,015 SH   SOLE   71,138 0 120,877
ASML HOLDING N V N Y REGISTRY ADR N07059210 4,685 7,589 SH   SOLE   1,645 0 5,944
AUTODESK INC CS 052769106 452 1,630 SH   SOLE   295 0 1,335
AVANTOR INC COM CS 05352A100 18,973 655,832 SH   SOLE   302,867 0 352,965
AVIENT CORPORATION COM CS 05368V106 2,014 42,597 SH   SOLE   10,854 0 31,743
BAIDU INC SPON ADR REP A ADR 056752108 2,733 12,564 SH   SOLE   2,041 0 10,523
BLACKROCK INC CS 09247X101 740 982 SH   SOLE   427 0 555
BOSTON BEER INC CS 100557107 14,502 12,022 SH   SOLE   2,837 0 9,185
BROADCOM INC COM CS 11135F101 293 632 SH   SOLE   378 0 254
BRUKER BIOSCIENCES CORP CS 116794108 351 5,467 SH   SOLE   1,404 0 4,063
BRUNSWICK CORP CS 117043109 8,540 89,549 SH   SOLE   15,411 0 74,138
BUILDERS FIRSTSOURCE INC CS 12008R107 23,995 517,462 SH   SOLE   277,559 0 239,903
CAPRI HOLDINGS LIMITED SHS CS G1890L107 2,865 56,167 SH   SOLE   14,105 0 42,062
CATALENT INC CS 148806102 259 2,463 SH   SOLE   630 0 1,833
CHAMPIONX CORPORATION CS 15872M104 1,329 61,147 SH   SOLE   15,535 0 45,612
CIMAREX ENERGY CO CS 171798101 2,610 43,951 SH   SOLE   11,044 0 32,907
CINTAS CORP CS 172908105 8,171 23,940 SH   SOLE   2,791 0 21,149
COMCAST CORP CS 20030N101 41,494 766,841 SH   SOLE   286,995 0 479,846
CORTEVA INC CS 22052L104 898 19,253 SH   SOLE   1,722 0 17,531
COSTCO WHSL CORP CS 22160K105 219 621 SH   SOLE   141 0 480
CRANE CO CS 224399105 1,693 18,029 SH   SOLE   4,402 0 13,627
CUMMINS INC CS 231021106 16,849 65,026 SH   SOLE   11,088 0 53,938
DARDEN RESTAURANTS INC CS 237194105 2,836 19,975 SH   SOLE   5,002 0 14,973
DAVITA INC CS 23918K108 15,138 140,464 SH   SOLE   67,277 0 73,187
DECKERS OUTDOOR CORP CS 243537107 491 1,487 SH   SOLE   400 0 1,087
DEERE AND CO CS 244199105 800 2,137 SH   SOLE   157 0 1,980
DISNEY WALT CO CS 254687106 2,945 15,962 SH   SOLE   4,033 0 11,929
DOCUSIGN INC COM CS 256163106 705 3,483 SH   SOLE   637 0 2,846
EAGLE MATERIALS INC CS 26969P108 227 1,687 SH   SOLE   410 0 1,277
EATON CORP PLC CS G29183103 581 4,203 SH   SOLE   145 0 4,058
ENPHASE ENERGY INC CS 29355A107 888 5,473 SH   SOLE   1,170 0 4,303
EVERCORE INC CS 29977A105 1,863 14,139 SH   SOLE   4,246 0 9,893
F5 NETWORKS INC CS 315616102 21,960 105,261 SH   SOLE   29,574 0 75,687
FIFTH THIRD BANCORP CS 316773100 18,565 495,715 SH   SOLE   241,768 0 253,947
FORTINET INC CS 34959E109 3,313 17,967 SH   SOLE   4,611 0 13,356
FREEPORT-MCMORAN COPPER AND GO CS 35671D857 54,530 1,655,949 SH   SOLE   624,501 0 1,031,448
GENERAL MTRS CO CS 37045V100 715 12,437 SH   SOLE   1,013 0 11,424
GLOBAL X FDS FTSENORD30 ETF ETF 37950E101 600 21,124 SH   SOLE   0 0 21,124
GLOBAL X FDS US INFR DEV ETF 37954Y673 461 18,411 SH   SOLE   0 0 18,411
GUESS INC CS 401617105 301 12,827 SH   SOLE   3,171 0 9,656
HOME DEPOT INC CS 437076102 219 719 SH   SOLE   509 0 210
HOWMET AEROSPACE INC COM CS 443201108 364 11,327 SH   SOLE   2,764 0 8,563
HP INC COM CS 40434L105 16,776 528,369 SH   SOLE   77,135 0 451,234
ILLINOIS TOOL WKS INC CS 452308109 317 1,429 SH   SOLE   766 0 663
INFOSYS TECHNOLOGIES LTD ADR 456788108 29,892 1,596,780 SH   SOLE   788,810 0 807,970
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J577 6,062 292,971 SH   SOLE   91,927 0 201,044
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J841 12,322 555,799 SH   SOLE   173,925 0 381,874
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J825 6,143 277,314 SH   SOLE   86,791 0 190,523
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J783 6,095 282,046 SH   SOLE   88,290 0 193,756
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J791 6,121 287,224 SH   SOLE   89,893 0 197,331
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J544 354 13,827 SH   SOLE   2,036 0 11,791
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J536 362 14,059 SH   SOLE   2,025 0 12,034
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J551 360 14,143 SH   SOLE   2,047 0 12,096
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J882 12,328 569,695 SH   SOLE   178,150 0 391,545
INVESCO EXCH TRD SLF IDX FD BU ETF 46138J866 12,340 566,815 SH   SOLE   177,371 0 389,444
INVESCO EXCH TRD SLF IDX FD IN ETF 46138J643 6,087 269,695 SH   SOLE   84,426 0 185,269
INVESCO EXCH TRD SLF IDX FD IN ETF 46138J460 6,035 316,776 SH   SOLE   99,429 0 217,347
INVESCO EXCHANGE TRADED FD T N ETF 46137V530 777 3,369 SH   SOLE   0 0 3,369
INVESCO EXCHANGE TRADED FD T S ETF 46137V258 494 6,677 SH   SOLE   2,552 0 4,125
INVESCO EXCHANGE TRADED FD T S ETF 46137V381 544 3,854 SH   SOLE   0 0 3,854
INVESCO EXCHNG TRADED FD TR II ETF 46138E362 1,554 36,260 SH   SOLE   13,895 0 22,365
INVESCO EXCHNG TRADED FD TR SO ETF 46138G706 218 2,375 SH   SOLE   0 0 2,375
INVESCO QQQ TR UNIT SER 1 ETF 46090E103 213 668 SH   SOLE   668 0 0
ISHARES INC MSCI JPN ETF NEW ETF 46434G822 262 3,818 SH   SOLE   0 0 3,818
ISHARES TR DJ BROKER-DEAL ETF 464288794 274 2,975 SH   SOLE   0 0 2,975
ISHARES TR DJ HEALTH CARE ETF 464288828 279 1,108 SH   SOLE   0 0 1,108
ISHARES TR DJ MED DEVICES ETF 464288810 323 979 SH   SOLE   0 0 979
ISHARES TR GLDM SCHS SEMI ETF 464287523 916 2,161 SH   SOLE   0 0 2,161
ISHARES TR GLMN SCHS SOFT ETF 464287515 580 1,699 SH   SOLE   0 0 1,699
ISHARES TR MSCI GRW IDX ETF 464288885 562 5,597 SH   SOLE   0 0 5,597
ISHARES TR NASDQ BIO INDX ETF 464287556 283 1,882 SH   SOLE   0 0 1,882
ISHARES TR SNG GL MATERIA ETF 464288695 236 2,723 SH   SOLE   0 0 2,723
ISHARES TR SNP GL INDUSTR ETF 464288729 290 2,504 SH   SOLE   0 0 2,504
J P MORGAN CHASE AND CO CS 46625H100 257 1,688 SH   SOLE   816 0 872
J2 GLOBAL INC CS 48123V102 346 2,883 SH   SOLE   706 0 2,177
JD COM INC ADR 47215P106 47,128 558,852 SH   SOLE   188,814 0 370,038
JOHNSON AND JOHNSON CS 478160104 237 1,441 SH   SOLE   874 0 567
KANSAS CITY SOUTHERN CS 485170302 1,287 4,876 SH   SOLE   447 0 4,429
KLA-TENCOR CORP CS 482480100 67,877 205,439 SH   SOLE   66,006 0 139,433
LILLY ELI AND CO CS 532457108 2,750 14,720 SH   SOLE   3,635 0 11,085
LITHIA MTRS INC CS 536797103 12,550 32,173 SH   SOLE   12,910 0 19,263
LIVE OAK ACQUISITION CORP COM CS 236272100 940 24,912 SH   SOLE   5,134 0 19,778
LOWES COS INC CS 548661107 6,726 35,365 SH   SOLE   5,747 0 29,618
LPL FINL HLDGS INC CS 50212V100 19,868 139,759 SH   SOLE   70,232 0 69,527
MAGNA INTL INC CS 559222401 9,512 108,044 SH   SOLE   21,953 0 86,091
MARRIOTT VACATIONS WRLDWDE C CS 57164Y107 19,820 113,788 SH   SOLE   54,588 0 59,200
MGM MIRAGE CS 552953101 200 5,270 SH   SOLE   1,350 0 3,920
MICROCHIP TECHNOLOGY INC CS 595017104 2,162 13,927 SH   SOLE   3,562 0 10,365
MICRON TECHNOLOGY INC CS 595112103 601 6,818 SH   SOLE   3,117 0 3,701
MICROSOFT CORP CS 594918104 49,213 208,732 SH   SOLE   43,199 0 165,533
MORGAN STANLEY CS 617446448 52,462 675,537 SH   SOLE   244,174 0 431,363
MPLX LP CS 55336V100 205 8,000 SH   SOLE   0 0 8,000
NETEASE COM INC ADR 64110W102 14,523 140,642 SH   SOLE   23,047 0 117,595
NETFLIX COM INC CS 64110L106 1,542 2,955 SH   SOLE   268 0 2,687
NVIDIA CORP CS 67066G104 27,624 51,737 SH   SOLE   13,012 0 38,725
ON SEMICONDUCTOR CORP CS 682189105 14,398 346,020 SH   SOLE   230,117 0 115,903
PACCAR INC CS 693718108 21,137 227,477 SH   SOLE   133,262 0 94,215
PARKER HANNIFIN CORP CS 701094104 30,498 96,689 SH   SOLE   31,922 0 64,767
PINTEREST INC CL A CS 72352L106 34,641 467,935 SH   SOLE   222,527 0 245,408
PNC FINL SVCS GROUP INC CS 693475105 14,278 81,398 SH   SOLE   13,617 0 67,781
POLARIS INDS INC CS 731068102 10,552 79,043 SH   SOLE   26,340 0 52,703
PPG INDS INC CS 693506107 775 5,161 SH   SOLE   56 0 5,105
PROGRESSIVE CORP OHIO CS 743315103 242 2,530 SH   SOLE   102 0 2,428
PROSPERITY BANCSHARES INC CS 743606105 2,119 28,300 SH   SOLE   7,440 0 20,860
PTC INC CS 69370C100 593 4,305 SH   SOLE   336 0 3,969
QUALCOMM INC CS 747525103 200 1,512 SH   SOLE   1,044 0 468
QUANTA SVCS INC CS 74762E102 44,410 504,772 SH   SOLE   177,063 0 327,709
QUANTUMSCAPE CORP CS 74767V109 653 14,600 SH   SOLE   3,419 0 11,181
RAYMOND JAMES FINANCIAL INC CS 754730109 11,354 92,644 SH   SOLE   16,815 0 75,829
RINGCENTRAL INC CS 76680R206 257 863 SH   SOLE   93 0 770
ROCKWELL AUTOMATION INC CS 773903109 33,861 127,565 SH   SOLE   52,241 0 75,324
ROYAL CARIBBEAN CRUISES LTD CS V7780T103 205 2,394 SH   SOLE   2,394 0 0
SAILPOINT TECHNLGIES HLDGS I CS 78781P105 382 7,549 SH   SOLE   3,019 0 4,530
SCHWAB CHARLES CORP NEW CS 808513105 699 10,724 SH   SOLE   1,220 0 9,504
SCOTTS CO CS 810186106 362 1,476 SH   SOLE   316 0 1,160
SEA LTD ADR 81141R100 1,088 4,875 SH   SOLE   1,605 0 3,270
SEAGATE TECHNOLOGY PLC CS G7945M107 23,151 301,637 SH   SOLE   147,963 0 153,674
SENSATA TECHNOLOGIES HLDNG PLC CS G8060N102 317 5,467 SH   SOLE   1,351 0 4,116
SIBANYE STILLWATER LTD ADR 82575P107 652 36,482 SH   SOLE   9,030 0 27,452
SOCIEDAD QUIMICA MINERA DE C ADR 833635105 11,510 216,886 SH   SOLE   39,060 0 177,826
SOCIEDAD QUIMICA Y MINERA DE R RT 833636111 124 40,159 SH   SOLE   7,180 0 32,979
SOUTHWEST AIRLS CO CS 844741108 2,604 42,646 SH   SOLE   10,881 0 31,765
SPDR INDEX SHS FDS ASIA PACIF ETF 78463X301 711 5,411 SH   SOLE   0 0 5,411
SPOTIFY TECHNOLOGY S A CS L8681T102 288 1,076 SH   SOLE   171 0 905
SQUARE INC CS 852234103 3,841 16,918 SH   SOLE   6,582 0 10,336
STARBUCKS CORP CS 855244109 969 8,869 SH   SOLE   1,718 0 7,151
T-MOBILE US INC CS 872590104 771 6,156 SH   SOLE   575 0 5,581
TAIWAN SEMICONDUCTOR MFG LTD ADR 874039100 54,405 459,964 SH   SOLE   105,251 0 354,713
TAKE-TWO INTERACTIVE SOFTWAR CS 874054109 1,015 5,745 SH   SOLE   1,197 0 4,548
TAPESTRY INC COM CS 876030107 21,514 522,051 SH   SOLE   259,617 0 262,434
TARGET CORP CS 87612E106 25,715 129,826 SH   SOLE   61,640 0 68,186
TE CONNECTIVITY LTD CS H84989104 19,554 151,454 SH   SOLE   79,529 0 71,925
TEMPUR PEDIC INTL INC CS 88023U101 7,029 192,260 SH   SOLE   27,663 0 164,597
TEREX CORP NEW CS 880779103 223 4,838 SH   SOLE   1,242 0 3,596
TETRA TECH INC NEW CS 88162G103 3,757 27,684 SH   SOLE   7,465 0 20,219
TIMKEN CO CS 887389104 7,130 87,839 SH   SOLE   13,309 0 74,530
TRACTOR SUPPLY CO CS 892356106 9,301 52,522 SH   SOLE   7,759 0 44,763
TRIMBLE NAVIGATION LTD CS 896239100 875 11,243 SH   SOLE   3,855 0 7,388
UBER TECHNOLOGIES INC COM CS 90353T100 585 10,724 SH   SOLE   0 0 10,724
UNITED THERAPEUTICS CORP DEL CS 91307C102 492 2,943 SH   SOLE   1,261 0 1,682
UNITEDHEALTH GROUP INC CS 91324P102 29,351 78,886 SH   SOLE   32,549 0 46,337
VALMONT INDS INC CS 920253101 332 1,397 SH   SOLE   358 0 1,039
VANECK VECTORS ETF TR MORNINGS ETF 92189F643 1,338 19,317 SH   SOLE   7,388 0 11,929
VANECK VECTORS ETF TR VIDEO GA ETF 92189F114 427 6,247 SH   SOLE   0 0 6,247
VANGUARD INDEX TR VALUE VIPERS ETF 922908744 1,201 9,136 SH   SOLE   4,012 0 5,124
VEECO INSTRS INC DEL CS 922417100 1,996 96,250 SH   SOLE   23,939 0 72,311
WESCO INTL INC CS 95082P105 246 2,841 SH   SOLE   732 0 2,109
WESTERN ALLIANCE BANCORP CS 957638109 321 3,394 SH   SOLE   872 0 2,522
WYNN RESORTS LTD CS 983134107 2,993 23,877 SH   SOLE   5,619 0 18,258
XYLEM INC CS 98419M100 4,205 39,976 SH   SOLE   14,403 0 25,573
YETI HLDGS INC COM CS 98585X104 3,688 51,074 SH   SOLE   16,516 0 34,558
ZENDESK INC CS 98936J101 26,435 199,331 SH   SOLE   98,160 0 101,171