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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABB LTD SPONSORED ADR COM 000375204   2,807,000 60,351 SH   SOLE   60,351 0 0
AFLAC INC COM COM 001055102   3,534,000 41,164 SH   SOLE   41,164 1,139 0
ANTERO MIDSTREAM CORP COM COM 03676B102   282,000 20,043 SH   SOLE   20,043 0 0
ARISTA NETWORKS INC COM COM 040413106   2,255,000 7,776 SH   SOLE   7,776 705 0
ASE TECHNOLOGY HLDG CO LTD SPO COM 00215W100   2,368,000 215,466 SH   SOLE   215,466 0 0
AVADEL PHARMACEUTICALS PLC SPO COM 05337M104   1,619,000 95,875 SH   SOLE   95,875 0 0
AXON ENTERPRISE INC COM COM 05464C101   4,385,000 14,014 SH   SOLE   14,014 378 0
BAE SYS PLC SPONSORED ADR COM 05523R107   2,697,000 39,544 SH   SOLE   39,544 0 0
BANCO BILBAO VIZCAYA ARGENTASP COM 05946K101   2,952,000 249,289 SH   SOLE   249,289 0 0
BANCO MACRO SA SPON ADR B COM 05961W105   2,452,000 50,902 SH   SOLE   50,902 0 0
BELLRING BRANDS INC COMMON STO COM 07831C103   4,259,000 72,153 SH   SOLE   72,153 3,731 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702   3,802,000 9,040 SH   SOLE   9,040 239 0
BLOCK H & R INC COM COM 093671105   1,830,000 37,272 SH   SOLE   37,272 3,102 0
BROADCOM INC COM COM 11135F101   5,710,000 4,308 SH   SOLE   4,308 3 0
BUILDERS FIRSTSOURCE INC COM COM 12008R107   10,000,000 47,950 SH   SOLE   47,950 1,687 0
CADENCE DESIGN SYSTEM INC COM COM 127387108   7,868,000 25,277 SH   SOLE   25,277 326 0
CARDINAL HEALTH INC COM COM 14149Y108   1,679,000 15,001 SH   SOLE   15,001 1,188 0
CATERPILLAR INC COM COM 149123101   342,000 932 SH   SOLE   932 0 0
CELANESE CORP DEL COM SER A COM 150870103   3,444,000 20,038 SH   SOLE   20,038 489 0
CELSIUS HLDGS INC COM NEW COM 15118V207   4,140,000 49,931 SH   SOLE   49,931 0 0
CEMEX SAB DE CV SPON ADR NEW COM 151290889   2,629,000 291,757 SH   SOLE   291,757 0 0
CIA PARANAENSE DE ENERGIA COM 20441B605   723,000 93,699 SH   SOLE   93,699 0 0
COCA COLA FEMSA S A B DE C VSP COM 191241108   2,082,000 21,423 SH   SOLE   21,423 0 0
COMPANHIA PARANAENSE DE ENERGI COM 20441B704   157,000 23,260 SH   SOLE   23,260 0 0
COMPASS GROUP PLC COM 20449X401   1,709,000 58,252 SH   SOLE   58,252 0 0
CONSTELLATION ENERGY CORP COM COM 21037T109   2,972,000 16,079 SH   SOLE   16,079 429 0
COPART INC COM COM 217204106   1,668,000 28,803 SH   SOLE   28,803 2,758 0
CURTISS WRIGHT CORP COM COM 231561101   3,316,000 12,955 SH   SOLE   12,955 327 0
DECKERS OUTDOOR CORP COM COM 243537107   10,218,000 10,856 SH   SOLE   10,856 405 0
DICKS SPORTING GOODS INC COM COM 253393102   371,000 1,652 SH   SOLE   1,652 0 0
EATON CORP PLC SHS COM G29183103   2,205,000 7,053 SH   SOLE   7,053 664 0
EMBRAER S A SP ADR COM 29082A107   2,650,000 99,456 SH   SOLE   99,456 0 0
EMCOR GROUP INC COM COM 29084Q100   5,782,000 16,509 SH   SOLE   16,509 0 0
ENI S P A SPONSORED ADR COM 26874R108   1,450,000 45,720 SH   SOLE   45,720 0 0
EQUITRANS MIDSTREAM CORP COM COM 294600101   1,708,000 136,789 SH   SOLE   136,789 13,082 0
ERIE INDTY CO CL A COM 29530P102   1,495,000 3,723 SH   SOLE   3,723 351 0
ESAB CORPORATION COM COM 29605J106   7,178,000 64,919 SH   SOLE   64,919 3,230 0
EVERCORE PARTNERS INC CLASS A COM 29977A105   5,612,000 29,141 SH   SOLE   29,141 1,533 0
FACEBOOK INC CL A COM 30303M102   6,451,000 13,285 SH   SOLE   13,285 710 0
FAIR ISAAC CORP COM COM 303250104   5,146,000 4,118 SH   SOLE   4,118 110 0
FLOWSERVE CORP COM COM 34354P105   317,000 6,947 SH   SOLE   6,947 0 0
FOMENTO ECONOMICO MEXICANO SSP COM 344419106   2,369,000 18,182 SH   SOLE   18,182 0 0
G A P INC COM 364760108   380,000 13,794 SH   SOLE   13,794 0 0
GALLAGHER ARTHUR J & CO COM COM 363576109   4,177,000 16,706 SH   SOLE   16,706 17 0
GENERAL ELECTRIC CO COM NEW COM 369604301   2,096,000 11,942 SH   SOLE   11,942 1,126 0
GRAINGER W W INC COM COM 384802104   3,842,000 3,777 SH   SOLE   3,777 0 0
GRUPO FINANCIERO GALICIA S ASP COM 399909100   2,258,000 88,812 SH   SOLE   88,812 0 0
HARMONY GOLD MNG LTD SPONSORED COM 413216300   2,157,000 264,010 SH   SOLE   264,010 0 0
HERMES INTERNATIONAL COM 42751Q105   1,509,000 5,904 SH   SOLE   5,904 0 0
ING GROEP N V SPONSORED ADR COM 456837103   1,979,000 120,021 SH   SOLE   120,021 0 0
IRON MTN INC NEW COM COM 46284V101   398,000 4,967 SH   SOLE   4,967 48 0
ISHARES INC MSCI JPN ETF NEW COM 46434G822   2,509,000 35,166 SH   SOLE   35,166 0 0
ISHARES TR 1-3 YR TR BD E COM 464287457   2,129,000 26,027 SH   SOLE   26,027 0 0
ISHARES TR 20 YR TR BD ET COM 464287432   863,000 9,125 SH   SOLE   9,125 0 0
ISHARES TR 7-10 Y TR BD E COM 464287440   3,102,000 32,775 SH   SOLE   32,775 0 0
ISHARES TR IBOXX HI YD ET COM 464288513   652,000 8,384 SH   SOLE   8,384 0 0
ISHARES TR JP MOR EM MK E COM 464288281   663,000 7,392 SH   SOLE   7,392 0 0
ISHARES TR LATN AMER 40 COM 464287390   1,796,000 63,157 SH   SOLE   63,157 0 0
ISHARES TR MSCI USA QLT F COM 46432F339   3,104,000 18,884 SH   SOLE   18,884 0 0
ISHARES TR S&P 500 GRWT ETF COM 464287309   2,959,000 35,046 SH   SOLE   35,046 0 0
ISHARES TR S&P 500 VAL ET COM 464287408   3,020,000 16,168 SH   SOLE   16,168 0 0
ISHARES TR S&P MC 400GR E COM 464287606   2,746,000 30,096 SH   SOLE   30,096 0 0
ISHARES TR USA MOMENTUM F COM 46432F396   2,416,000 12,897 SH   SOLE   12,897 0 0
KLA-TENCOR CORP COM COM 482480100   4,626,000 6,622 SH   SOLE   6,622 12 0
LENNOX INTL INC COM COM 526107107   1,795,000 3,672 SH   SOLE   3,672 348 0
LILLY, ELI AND COMPANY COM 532457108   14,361,000 18,460 SH   SOLE   18,460 468 0
LOGITECH INTL S A SHS COM H50430232   1,908,000 21,346 SH   SOLE   21,346 0 0
MARATHON PETE CORP COM COM 56585A102   1,983,000 9,843 SH   SOLE   9,843 928 0
MCKESSON CORP COM COM 58155Q103   6,272,000 11,682 SH   SOLE   11,682 283 0
MEDPACE HLDGS INC COM COM 58506Q109   3,936,000 9,738 SH   SOLE   9,738 0 0
MERCADOLIBRE INC COM COM 58733R102   1,893,000 1,252 SH   SOLE   1,252 0 0
MGIC INVT CORP WIS COM COM 552848103   322,000 14,421 SH   SOLE   14,421 0 0
MITSUBISHI UFJ FINL GROUP INSP COM 606822104   2,849,000 278,458 SH   SOLE   278,458 0 0
MOODYS CORP COM COM 615369105   2,869,000 7,299 SH   SOLE   7,299 196 0
MOTOROLA SOLUTIONS INC COM NEW COM 620076307   335,000 944 SH   SOLE   944 38 0
NETAPP INC COM COM 64110D104   307,000 2,927 SH   SOLE   2,927 0 0
NETFLIX INC COM COM 64110L106   1,896,000 3,122 SH   SOLE   3,122 293 0
NEW ORIENTAL ED & TECHNOLOGY G COM 647581206   3,180,000 36,622 SH   SOLE   36,622 0 0
NEWMARKET CORP COM COM 651587107   2,393,000 3,770 SH   SOLE   3,770 361 0
NEWS CORP NEW CL B COM 65249B208   2,936,000 108,497 SH   SOLE   108,497 2,935 0
NOMURA HLDGS INC SPONSORED ADR COM 65535H208   2,140,000 333,301 SH   SOLE   333,301 0 0
NOVO-NORDISK A S ADR COM 670100205   5,514,000 42,947 SH   SOLE   42,947 0 0
NVENT ELECTRIC PLC SHS COM G6700G107   577,000 7,655 SH   SOLE   7,655 0 0
NVIDIA CORP COM COM 67066G104   13,842,000 15,319 SH   SOLE   15,319 452 0
NXP SEMICONDUCTORS N V COM COM N6596X109   1,899,000 7,664 SH   SOLE   7,664 0 0
OWENS CORNING NEW COM COM 690742101   1,481,000 8,876 SH   SOLE   8,876 930 0
PACKAGING CORP AMER COM COM 695156109   302,000 1,593 SH   SOLE   1,593 0 0
PALO ALTO NETWORKS INC COM COM 697435105   4,082,000 14,366 SH   SOLE   14,366 752 0
PAMPA ENERGIA S A SPONS ADR LV COM 697660207   2,072,000 48,034 SH   SOLE   48,034 0 0
PARK HOTELS & RESORTS INC COM COM 700517105   297,000 16,954 SH   SOLE   16,954 0 0
PERFORMANCE FOOD GROUP CO COM COM 71377A103   5,972,000 80,013 SH   SOLE   80,013 1,087 0
PETROLEO BRASILEIRO SA PETROSP COM 71654V408   1,822,000 119,780 SH   SOLE   119,780 0 0
PJSC GAZPROM SPON ADR COM 368287207   104,000 94,273 SH   SOLE   94,273 0 0
QUALYS INC COM COM 74758T303   2,737,000 16,400 SH   SOLE   16,400 468 0
QUANTA SVCS INC COM COM 74762E102   5,203,000 20,025 SH   SOLE   20,025 0 0
RELIANCE STEEL & ALUMINUM COCO COM 759509102   475,000 1,420 SH   SOLE   1,420 28 0
RELX PLC SPONSORED ADR COM 759530108   2,437,000 56,284 SH   SOLE   56,284 0 0
RPM INC OHIO COM 749685103   2,996,000 25,186 SH   SOLE   25,186 0 0
SAP SE SPON ADR COM 803054204   2,325,000 11,920 SH   SOLE   11,920 0 0
SELECT SECTOR SPDR TR SBI CONS COM 81369Y407   2,654,000 14,435 SH   SOLE   14,435 0 0
SELECT SECTOR SPDR TR SBI INT- COM 81369Y704   2,989,000 23,733 SH   SOLE   23,733 0 0
SELECT SECTOR SPDR TR TECHNOLO COM 81369Y803   2,878,000 13,817 SH   SOLE   13,817 0 0
SIEMENS A G SPONSORED ADR COM 826197501   1,987,000 20,796 SH   SOLE   20,796 0 0
SIMON PPTY GROUP INC NEW COM COM 828806109   301,000 1,921 SH   SOLE   1,921 44 0
SNAP ON INC COM COM 833034101   320,000 1,080 SH   SOLE   1,080 0 0
SPROUTS FMRS MKT INC COM COM 85208M102   1,955,000 30,316 SH   SOLE   30,316 2,748 0
STEEL DYNAMICS INC COM COM 858119100   3,477,000 23,455 SH   SOLE   23,455 635 0
SUMITOMO MITSUI FINL GROUP ISP COM 86562M209   1,859,000 157,907 SH   SOLE   157,907 0 0
SUPER MICRO COMPUTER INC COM COM 86800U104   7,206,000 7,134 SH   SOLE   7,134 343 0
TARGA RES CORP COM COM 87612G101   3,287,000 29,353 SH   SOLE   29,353 0 0
TAYLOR MORRISON HOME CORP CL A COM 87724P106   3,429,000 55,158 SH   SOLE   55,158 27 0
TELEFONICA BRASIL SA NEW ADR FOREIGN COMMON S 87936R205   1,466,000 145,564 SH   SOLE   145,564 0 0
TEMPUR SEALY INTL INC COM COM 88023U101   3,154,000 55,509 SH   SOLE   55,509 113 0
TEREX CORP NEW COM COM 880779103   3,936,000 61,123 SH   SOLE   61,123 1,567 0
TOKYO ELECTRON LTD ADR COM 889110102   2,436,000 18,785 SH   SOLE   18,785 0 0
TRANE TECHNOLOGIES PLC SHS COM G8994E103   4,140,000 13,790 SH   SOLE   13,790 32 0
TRANSDIGM GROUP INC COM COM 893641100   5,167,000 4,195 SH   SOLE   4,195 149 0
TSAKOS ENERGY NAVIGATION LTDSH COM G9108L173   2,059,000 81,113 SH   SOLE   81,113 0 0
UBS GROUP AG SHS COM H42097107   3,003,000 97,761 SH   SOLE   97,761 0 0
VIPSHOP HLDGS LTD SPONSORED AD COM 92763W103   1,749,000 105,677 SH   SOLE   105,677 0 0
WILLIAMS SONOMA INC COM COM 969904101   414,000 1,305 SH   SOLE   1,305 0 0
XPO LOGISTICS INC COM COM 983793100   2,124,000 17,404 SH   SOLE   17,404 1,622 0
YPF SOCIEDAD ANONIMA YACIMIESP COM 984245100   3,471,000 175,326 SH   SOLE   175,326 0 0
ABB LTD-SPON ADR COM 000375204   864,197 18,641 SH   SOLE   18,641 0 0
ASE TECHNOLOGY HOLDING -ADR COM 00215W100   739,638 67,301 SH   SOLE   67,301 0 0
AVADEL PHARMACEUTICALS-ADR COM 05337M104   536,511 31,765 SH   SOLE   31,765 0 0
BAE SYSTEMS PLC -SPON ADR COM 05523R107   849,260 12,246 SH   SOLE   12,246 0 0
BANCO BILBAO VIZCAYA-SP ADR COM 05946K101   925,935 78,204 SH   SOLE   78,204 0 0
BANCO MACRO SA-ADR COM 05961W105   782,684 16,245 SH   SOLE   16,245 0 0
CEMEX SAB-SPONS ADR PART CER COM 151290889   854,535 94,843 SH   SOLE   94,843 0 0
COCA-COLA FEMSA SAB-SP ADR COM 191241108   678,456 6,980 SH   SOLE   6,980 0 0
COMPANHIA PARANAENSE DE ENER COM 20441B605   229,971 29,789 SH   SOLE   29,789 0 0
CIA PARANAENSE DE ENER-ADR COM 20441B704   49,708 7,386 SH   SOLE   7,386 0 0
COMPASS GROUP PLC-SPON ADR COM 20449X401   533,620 18,138 SH   SOLE   18,138 0 0
ENI SPA-SPONSORED ADR COM 26874R108   461,114 14,537 SH   SOLE   14,537 0 0
EMBRAER SA-SPON ADR COM 29082A107   848,750 31,860 SH   SOLE   31,860 0 0
FOMENTO ECONOMICO MEX-SP ADR COM 344419106   732,769 5,625 SH   SOLE   5,625 0 0
GRUPO FINANCIERO GALICIA-ADR COM 399909100   696,152 27,386 SH   SOLE   27,386 0 0
HARMONY GOLD MNG-SPON ADR COM 413216300   651,108 79,695 SH   SOLE   79,695 0 0
HERMES INTL-UNSPONSORED ADR COM 42751Q105   482,582 1,882 SH   SOLE   1,882 0 0
ING GROEP N.V.-SPONSORED ADR COM 456837103   617,039 37,419 SH   SOLE   37,419 0 0
MERCADOLIBRE INC COM 58733R102   618,392 409 SH   SOLE   409 0 0
MITSUBISHI UFJ FINL-SPON ADR COM 606822104   894,695 87,458 SH   SOLE   87,458 0 0
NEW ORIENTAL EDUCATIO-SP ADR COM 647581206   1,051,303 12,109 SH   SOLE   12,109 0 0
NOMURA HOLDINGS INC-SPON ADR COM 65535H208   687,614 107,105 SH   SOLE   107,105 0 0
NOVO-NORDISK A/S-SPONS ADR COM 670100205   1,731,859 13,488 SH   SOLE   13,488 0 0
PAMPA ENERGIA SA-SPON ADR COM 697660207   657,842 15,249 SH   SOLE   15,249 0 0
PETROLEO BRASILEIRO-SPON ADR COM 71654V408   590,087 38,796 SH   SOLE   38,796 0 0
RELX PLC - SPON ADR COM 759530108   761,298 17,586 SH   SOLE   17,586 0 0
SAP SE-SPONSORED ADR COM 803054204   739,359 3,791 SH   SOLE   3,791 0 0
SIEMENS AG-SPONS ADR COM 826197501   619,341 6,490 SH   SOLE   6,490 0 0
SUMITOMO MITSUI-SPONS ADR COM 86562M209   594,244 50,488 SH   SOLE   50,488 0 0
TELEFONICA BRASIL-ADR COM 87936R205   464,932 46,170 SH   SOLE   46,170 0 0
TOKYO ELECTRON LTD-UNSP ADR COM 889110102   766,472 5,899 SH   SOLE   5,899 0 0
VIPSHOP HOLDINGS LTD - ADR COM 92763W103   498,238 30,105 SH   SOLE   30,105 0 0
YPF S.A.-SPONSORED ADR COM 984245100   1,137,272 57,438 SH   SOLE   57,438 0 0
TSAKOS ENERGY NAVIGATION LTD COM G9108L173   650,009 25,601 SH   SOLE   25,601 0 0
UBS GROUP AG-REG COM H42097107   937,359 30,513 SH   SOLE   30,513 0 0
LOGITECH INTERNATIONAL-REG COM H50430232   604,588 6,765 SH   SOLE   6,765 0 0
NXP SEMICONDUCTORS NV COM N6596X109   605,550 2,444 SH   SOLE   2,444 0 0
INVESCO GOVT AGENCY PRIV 1903 COM X9USDAIMP   276,542 276,542 SH   SOLE   276,542 0 0