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
21VIANET GROUP INC SPONSORED ADS A 90138A103 1,402 60,520 SH   SOLE   60,520 0 0
3M CO COM 88579Y101 8,862 55,335 SH   SOLE   55,335 0 0
ABB LTD SPONSORED ADR 000375204 3,254 127,461 SH   SOLE   127,461 0 0
ACCENTURE PLC SHS CLASS A G1151C101 6,688 29,605 SH   SOLE   29,605 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 8,670 126,794 SH   SOLE   126,794 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102 62,197 1,531,380 SH   SOLE   1,531,380 0 0
ALPHABET INC COM 02079K305 32,756 22,357 SH   SOLE   22,357 0 0
AMAZON.COM INC COM 023135106 23,572 7,489 SH   SOLE   7,489 0 0
AMERICAN EXPRESS CO COM 025816109 9,351 93,292 SH   SOLE   93,292 0 0
AMERICAN INTERNATIONAL GROUP INC COM 026874784 2,405 87,376 SH   SOLE   87,376 0 0
APPLE INC COM 037833100 21,458 185,550 SH   SOLE   185,550 0 0
APPLIED MATERIALS INC COM 038222105 4,859 81,775 SH   SOLE   81,775 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,997 487,636 SH   SOLE   487,636 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC COM 04316A108 9,106 233,516 SH   SOLE   233,516 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 2,640 27,474 SH   SOLE   27,474 0 0
AVNET INC COM 053807103 10,661 412,861 SH   SOLE   412,861 0 0
BAIDU INC SPON ADR REP A 056752108 161,623 1,276,544 SH   SOLE   1,276,544 0 0
BAKER HUGHES CO COM 05722G100 7,565 569,435 SH   SOLE   569,435 0 0
BANCO BRADESCO SA SP ADR PFD NEW 059460303 1,188 345,020 SH   SOLE   345,020 0 0
BANCOLOMBIA SA SPON ADR PREF 05968L102 1,592 252,631 SH   SOLE   252,631 0 0
BANK OF AMERICA CORP COM 060505104 16,057 666,916 SH   SOLE   666,916 0 0
BARRICK GOLD CORP COM 067901108 2,169 77,400 SH   SOLE   77,400 0 0
BLUE APRON HOLDINGS INC SPONSORED ADS 09523Q200 4,395 614,195 SH   SOLE   614,195 0 0
BOEING CO/THE COM 097023105 4,712 28,510 SH   SOLE   28,510 0 0
BOOKING HOLDINGS INC SPONSORED ADS 09857L108 66,333 38,801 SH   SOLE   38,801 0 0
BORGWARNER INC SPONSORED ADS 099724106 10,591 273,462 SH   SOLE   273,462 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,777 129,040 SH   SOLE   129,040 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 2,025 63,190 SH   SOLE   63,190 0 0
CAPRI HOLDINGS LTD SHS G1890L107 6,354 352,896 SH   SOLE   352,896 0 0
CARS.COM INC COM 14575E105 3,121 386,490 SH   SOLE   386,490 0 0
CATERPILLAR INC COM 149123101 5,624 37,727 SH   SOLE   37,727 0 0
CBRE GROUP INC CL A 12504L109 7,483 159,340 SH   SOLE   159,340 0 0
CEMEX SAB DE CV COM 151290889 10,159 2,670,226 SH   SOLE   2,670,226 0 0
CISCO SYSTEMS INC COM 17275R102 8,299 210,776 SH   SOLE   210,776 0 0
CITIGROUP INC COM 172967424 122,827 2,852,742 SH   SOLE   2,852,742 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 9,633 381,114 SH   SOLE   381,114 0 0
COCA-COLA CO/THE COM 191216100 6,789 137,629 SH   SOLE   137,629 0 0
COLGATE-PALMOLIVE CO COM 194162103 5,954 77,193 SH   SOLE   77,193 0 0
CORP AMERICA AIRPORTS SA COM L1995B107 2,341 1,047,690 SH   SOLE   1,047,690 0 0
CRITEO SA SPONS ADS 226718104 5,460 4,482,929 SH   SOLE   4,482,929 0 0
CVS Health Corp COM 126650100 6,113 104,695 SH   SOLE   104,695 0 0
DARDEN RESTAURANTS INC COM 237194105 1,123 11,150 SH   SOLE   11,150 0 0
DEVON ENERGY CORP COM 25179M103 5,341 564,845 SH   SOLE   564,845 0 0
DISCOVERY INC COM 25470F104 3,057 140,370 SH   SOLE   140,370 0 0
DROPBOX INC COM 26210C104 9,170 476,019 SH   SOLE   476,019 0 0
DXC TECHNOLOGY CO COM 23355L106 6,231 349,010 SH   SOLE   349,010 0 0
DYNATRACE INC COM 268150109 564 13,740 SH   SOLE   13,740 0 0
EASTMAN CHEMICAL CO COM 277432100 2,727 34,910 SH   SOLE   34,910 0 0
EBAY INC COM 278642103 10,751 206,368 SH   SOLE   206,368 0 0
ELI LILLY AND CO COM 532457108 4,961 33,553 SH   SOLE   33,553 0 0
ENERPLUS CORP COM 292766102 5,265 2,866,573 SH   SOLE   2,866,573 0 0
EXTENDED STAY AMERICA INC UNIT 99/99/9999B 30224P200 1,052 88,000 SH   SOLE   88,000 0 0
EXXON MOBIL CORP COM 30231G102 7,584 220,960 SH   SOLE   220,960 0 0
FACEBOOK INC CL A 30303M102 26,177 100,007 SH   SOLE   100,007 0 0
FEDEX CORP CL A 31428X106 15,668 62,332 SH   SOLE   62,332 0 0
FISERV INC COM 337738108 7,095 68,870 SH   SOLE   68,870 0 0
FRANKLIN RESOURCES INC COM 354613101 936 46,000 SH   SOLE   46,000 0 0
FREEPORT-MCMORAN INC COM 35671D857 18,601 1,190,377 SH   SOLE   1,190,377 0 0
GENERAL ELECTRIC CO COM 369604103 5,839 937,990 SH   SOLE   937,990 0 0
GENERAL MILLS INC COM 370334104 3,978 64,510 SH   SOLE   64,510 0 0
GENERAL MOTORS CO COM 37045V100 6,741 227,848 SH   SOLE   227,848 0 0
GILEAD SCIENCES INC COM 375558103 4,375 69,260 SH   SOLE   69,260 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 3,562 36,500 SH   SOLE   36,500 0 0
H&R BLOCK INC COM 093671105 2,208 135,530 SH   SOLE   135,530 0 0
HARLEY-DAVIDSON INC ADS 412822108 7,112 289,969 SH   SOLE   289,969 0 0
HDFC BANK LTD ADR REPS 3 SHS ADS 40415F101 7,778 155,675 SH   SOLE   155,675 0 0
HOLLYSYS AUTOMATION TECHNOLOGIES LTD ADS G45667105 5,047 456,678 SH   SOLE   456,678 0 0
HORTON (DR) ADS 23331A109 11,707 154,796 SH   SOLE   154,796 0 0
HSBC HOLDINGS PLC SPON ADR NEW 404280406 1,870 486,605 SH   SOLE   486,605 0 0
IMAX CORP ADS 45245E109 2,107 176,130 SH   SOLE   176,130 0 0
INTEL CORP COM 458140100 16,516 319,028 SH   SOLE   319,028 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 12,240 100,638 SH   SOLE   100,638 0 0
IQIYI INC SPONSORED ADS 46267X108 3,363 148,949 SH   SOLE   148,949 0 0
ISHARES MSCI BRAZIL ETF SPONSORED ADS 464286400 2,540 92,000 SH   SOLE   92,000 0 0
JD.COM INC SPON ADR CL A 47215P106 3,346 43,120 SH   SOLE   43,120 0 0
JEFFERIES FINANCIAL GROUP INC SPONSORED ADS 47233W109 5,206 289,297 SH   SOLE   289,297 0 0
JOHNSON & JOHNSON COM 478160104 10,044 67,527 SH   SOLE   67,527 0 0
JOYY INC COM 46591M109 339 4,200 SH   SOLE   4,200 0 0
JPMORGAN CHASE & CO COM 46625H100 10,982 114,112 SH   SOLE   114,112 0 0
KELLY SERVICES INC CL A 488152208 297 17,420 SH   SOLE   17,420 0 0
KINROSS GOLD CORP COM 496902404 529 60,000 SH   SOLE   60,000 0 0
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CL A 499049104 3,271 80,399 SH   SOLE   80,399 0 0
KRAFT HEINZ CO/THE COM 500754106 6,555 218,965 SH   SOLE   218,965 0 0
L BRANDS INC COM 501797104 3,106 97,650 SH   SOLE   97,650 0 0
LAS VEGAS SANDS CORP COM 517834107 56,549 1,212,458 SH   SOLE   1,212,458 0 0
LEGGETT & PLATT INC COM 524660107 5,123 124,450 SH   SOLE   124,450 0 0
MADISON SQUARE GARDEN SPORTS CORP CL A 55825T103 846 5,620 SH   SOLE   5,620 0 0
MANCHESTER UNITED PLC-CL A ORD CL A G5784H106 3,060 210,432 SH   SOLE   210,432 0 0
MATTEL INC COM 577081102 3,088 263,790 SH   SOLE   263,790 0 0
MCKESSON CORP COM 58155Q103 13,114 88,071 SH   SOLE   88,071 0 0
MELCO RESORTS AND ENTERTAINMENT PHILIPPINES CORP ADR 585464100 1,080 8,500,171 SH   SOLE   8,500,171 0 0
MERCADOLIBRE INC COM 58733R102 6,883 6,361 SH   SOLE   6,361 0 0
MICRON TECHNOLOGY INC COM 595112103 8,496 180,896 SH   SOLE   180,896 0 0
MICROSOFT CORP COM 594918104 12,767 60,733 SH   SOLE   60,733 0 0
MOMO INC ADR 60879B107 1,331 96,755 SH   SOLE   96,755 0 0
MOSAIC CO/THE COM 61945C103 8,174 447,741 SH   SOLE   447,741 0 0
MYLAN SHS EURO N59465109 8,515 574,342 SH   SOLE   574,342 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,487 495,480 SH   SOLE   495,480 0 0
NIKE INC CL B 654106103 3,491 27,810 SH   SOLE   27,810 0 0
NXP SEMICONDUCTORS (US) COM N6596X109 6,053 48,518 SH   SOLE   48,518 0 0
OMNICOM GROUP INC COM 681919106 493 9,970 SH   SOLE   9,970 0 0
OPEN TEXT CORP COM 683715106 141 3,350 SH   SOLE   3,350 0 0
ORACLE CORP COM 68389X105 9,156 153,420 SH   SOLE   153,420 0 0
OWENS CORNING COM 690742101 16,594 241,210 SH   SOLE   241,210 0 0
PARKER-HANNIFIN CORP COM 701094104 6,272 31,000 SH   SOLE   31,000 0 0
PAYPAL HOLDINGS INC COM 70450Y103 28,021 142,245 SH   SOLE   142,245 0 0
PFIZER INC COM 717081103 13,964 380,633 SH   SOLE   380,633 0 0
PING IDENTITY HOLDING CORP COM 72341T103 540 17,318 SH   SOLE   17,318 0 0
QIWI PLC SPON ADR REP B 74735M108 7,317 421,412 SH   SOLE   421,412 0 0
QUALCOMM INC COM 747525103 6,574 55,880 SH   SOLE   55,880 0 0
RALPH LAUREN CORP CL A 751212101 1,264 18,600 SH   SOLE   18,600 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 5,912 102,776 SH   SOLE   102,776 0 0
RE/MAX HOLDINGS INCL - CL A CL A 75524W108 1,603 48,970 SH   SOLE   48,970 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 15,202 1,381,421 SH   SOLE   1,381,421 0 0
SCHWAB (CHARLES) CORP COM 808513105 8,997 248,360 SH   SOLE   248,360 0 0
SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD 824596100 684 29,000 SH   SOLE   29,000 0 0
SLM CORP COM 78442P106 1,080 133,380 SH   SOLE   133,380 0 0
SNAP-ON INC COM 833034101 4,891 33,250 SH   SOLE   33,250 0 0
SOUTHWEST AIRLINES CO COM 844741108 6,441 171,810 SH   SOLE   171,810 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,945 1,255,696 SH   SOLE   1,255,696 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 7,947 32,772 SH   SOLE   32,772 0 0
STARBUCKS CORP COM 855244109 10,445 121,610 SH   SOLE   121,610 0 0
STATE STREET CORP COM 857477103 12,876 217,033 SH   SOLE   217,033 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD COM 874039100 6,633 81,800 SH   SOLE   81,800 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC COM 874054109 6,103 36,950 SH   SOLE   36,950 0 0
TRIP.COM GROUP LTD ADS 89677Q107 8,091 259,944 SH   SOLE   259,944 0 0
TRIPADVISOR INC COM 896945201 1,424 72,710 SH   SOLE   72,710 0 0
TWITTER INC COM 90184L102 1,204 27,060 SH   SOLE   27,060 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,988 273,865 SH   SOLE   273,865 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,806 18,641 SH   SOLE   18,641 0 0
VANGUARD S&P 500 ETF COM 922908363 19,471 63,290 SH   SOLE   63,290 0 0
VANGUARD S&P MID-CAP 400 ETF COM 921932885 2,746 21,860 SH   SOLE   21,860 0 0
VEECO INSTRUMENTS INC COM 922417100 6,723 575,667 SH   SOLE   575,667 0 0
VEON LTD SPONSORED ADR 91822M106 1,339 1,065,585 SH   SOLE   1,065,585 0 0
VIACOMCBS INC COM 92556H206 7,336 261,937 SH   SOLE   261,937 0 0
VOYA FINANCIAL INC COM 929089100 857 17,870 SH   SOLE   17,870 0 0
WALMART INC COM 931142103 5,010 35,817 SH   SOLE   35,817 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 111,694 899,852 SH   SOLE   899,852 0 0
WELLS FARGO & CO COM 949746101 10,735 456,868 SH   SOLE   456,868 0 0
WESTERN UNION CO/THE COM 959802109 4,648 217,130 SH   SOLE   217,130 0 0
WESTROCK COMPANY COM 96145D105 8,259 237,756 SH   SOLE   237,756 0 0
WNS HOLDINGS LTD COM 92932M101 1,529 23,900 SH   SOLE   23,900 0 0
WW GRAINGER INC COM 384802104 1,844 5,170 SH   SOLE   5,170 0 0
WW INTERNATIONAL INC COM 98262P101 2,750 145,700 SH   SOLE   145,700 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 824 6,050 SH   SOLE   6,050 0 0
ZIONS BANCORP NA COM 989701107 5,463 187,055 SH   SOLE   187,055 0 0
ZTO EXPRESS CAYMAN INC COM 98980A105 1,214 40,600 SH   SOLE   40,600 0 0
ZYNGA INC CL A COM 98986T108 5,044 552,777 SH   SOLE   552,777 0 0