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
BAIDU INC SPON ADR REP A 056752108 159,817 1,586,116 SH   SOLE   159,817 0 0
CITIGROUP INC COM NEW 172967424 103,962 2,469,108 SH   SOLE   103,962 0 0
MCKESSON CORP COM 58155Q103 73,201 540,930 SH   SOLE   73,201 0 0
LAS VEGAS SANDS CORP COM 517834107 46,558 1,097,040 SH   SOLE   46,558 0 0
BOOKING HOLDINGS INC COM 09857L108 41,161 30,599 SH   SOLE   41,161 0 0
FACEBOOK INC CL A 30303M102 28,380 170,152 SH   SOLE   28,380 0 0
ALPHABET INC CAP STK CL A 02079K305 25,443 21,896 SH   SOLE   25,443 0 0
AMAZON.COM INC COM 023135106 14,697 7,545 SH   SOLE   14,697 0 0
PAYPAL HOLDINGS INC COM 70450Y103 14,259 148,929 SH   SOLE   14,259 0 0
BANK OF AMERICA CORP COM 060505104 14,109 665,042 SH   SOLE   14,109 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102 14,030 72,191 SH   SOLE   14,030 0 0
PFIZER INC COM 717081103 13,091 400,953 SH   SOLE   13,091 0 0
INTEL CORP COM 458140100 13,029 240,718 SH   SOLE   13,029 0 0
JOHNSON & JOHNSON COM 478160104 12,355 94,264 SH   SOLE   12,355 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 12,099 109,120 SH   SOLE   12,099 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,674 46,825 SH   SOLE   11,674 0 0
STATE STREET CORP COM 857477103 10,818 203,268 SH   SOLE   10,818 0 0
APPLE INC COM 037833100 10,657 41,910 SH   SOLE   10,657 0 0
MICROSOFT CORP COM 594918104 10,393 65,914 SH   SOLE   10,393 0 0
JPMORGAN CHASE & CO COM 46625H100 10,101 112,083 SH   SOLE   10,101 0 0
JD.COM INC SPON ADR CL A 47215P106 9,623 237,566 SH   SOLE   9,623 0 0
WELLS FARGO & CO COM 949746101 9,610 334,952 SH   SOLE   9,610 0 0
EBAY INC COM 278642103 9,450 314,374 SH   SOLE   9,450 0 0
FREEPORT-MCMORAN INC CL B 35671D857 9,189 1,362,284 SH   SOLE   9,189 0 0
ORACLE CORP COM 68389X105 8,804 182,098 SH   SOLE   8,804 0 0
MYLAN NV SHS EURO N59465109 8,713 584,166 SH   SOLE   8,713 0 0
FEDEX CORP COM 31428X106 8,133 67,134 SH   SOLE   8,133 0 0
DROPBOX INC CL A 26210C104 8,113 448,374 SH   SOLE   8,113 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 7,974 134,837 SH   SOLE   7,974 0 0
CISCO SYSTEMS INC COM 17275R102 7,876 200,466 SH   SOLE   7,876 0 0
MICRON TECHNOLOGY INC COM 595112103 7,801 185,372 SH   SOLE   7,801 0 0
YANDEX NV SHS CLASS A N97284108 7,715 226,713 SH   SOLE   7,715 0 0
JOHNSON CONTROLS INTERNATIONAL PLC SHS G51502105 7,715 286,449 SH   SOLE   7,715 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,668 137,641 SH   SOLE   7,668 0 0
GENERAL ELECTRIC CO COM 369604103 7,534 950,655 SH   SOLE   7,534 0 0
HOLLYSYS AUTOMATION TECHNOLOGIES LTD SHS G45667105 6,912 534,172 SH   SOLE   6,912 0 0
COCA-COLA CO/THE COM 191216100 6,892 155,814 SH   SOLE   6,892 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 6,853 56,562 SH   SOLE   6,853 0 0
BORGWARNER INC COM 099724106 6,780 277,763 SH   SOLE   6,780 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 6,778 360,450 SH   SOLE   6,778 0 0
GENERAL MILLS INC COM 370334104 6,697 126,853 SH   SOLE   6,697 0 0
COLGATE-PALMOLIVE CO COM 194162103 6,495 97,888 SH   SOLE   6,495 0 0
CVS Health Corp COM 126650100 6,337 106,718 SH   SOLE   6,337 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 6,328 164,564 SH   SOLE   6,328 0 0
3M CO COM 88579Y101 6,309 46,183 SH   SOLE   6,309 0 0
TRIP.COM GROUP LTD ADS 89677Q107 6,264 266,735 SH   SOLE   6,264 0 0
BAKER HUGHES CO CL A 05722G100 5,981 569,885 SH   SOLE   5,981 0 0
RAYTHEON CO COM NEW 755111507 5,933 45,165 SH   SOLE   5,933 0 0
AVNET INC COM 053807103 5,829 232,279 SH   SOLE   5,829 0 0
KRAFT HEINZ CO/THE COM 500754106 5,754 232,784 SH   SOLE   5,754 0 0
SINA CORP/CHINA ORD G81477104 5,640 177,078 SH   SOLE   5,640 0 0
VOYA FINANCIAL INC COM 929089100 5,513 136,178 SH   SOLE   5,513 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 5,508 2,591,982 SH   SOLE   5,508 0 0
DR HORTON INC COM 23331A109 5,483 161,206 SH   SOLE   5,483 0 0
WESTROCK CO COM 96145D105 5,461 193,219 SH   SOLE   5,461 0 0
VEECO INSTRUMENTS INC COM 922417100 5,444 569,190 SH   SOLE   5,444 0 0
ELI LILLY & CO COM 532457108 5,339 38,544 SH   SOLE   5,339 0 0
AMERICAN EXPRESS CO COM 025816109 5,298 61,878 SH   SOLE   5,298 0 0
APPLIED MATERIALS INC COM 038222105 5,126 111,753 SH   SOLE   5,126 0 0
ZIONS BANCORP NA COM 989701107 5,063 189,182 SH   SOLE   5,063 0 0
CHARLES SCHWAB CORP/THE COM 808513105 5,048 150,205 SH   SOLE   5,048 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 4,917 56,000 SH   SOLE   4,917 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC CL A 04316A108 4,832 225,256 SH   SOLE   4,832 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,816 490,401 SH   SOLE   4,816 0 0
GILEAD SCIENCES INC COM 375558103 4,792 64,130 SH   SOLE   4,792 0 0
QUALCOMM INC COM 747525103 4,784 70,664 SH   SOLE   4,784 0 0
MERCADOLIBRE INC COM 58733R102 4,763 9,759 SH   SOLE   4,763 0 0
WALMART INC COM 931142103 4,673 41,151 SH   SOLE   4,673 0 0
CATERPILLAR INC COM 149123101 4,656 40,098 SH   SOLE   4,656 0 0
MOSAIC CO/THE COM 61945C103 4,633 428,819 SH   SOLE   4,633 0 0
QIWI PLC SPON ADR REP B 74735M108 4,632 432,488 SH   SOLE   4,632 0 0
58.COM INC SPON ADR REP A 31680Q104 4,609 94,611 SH   SOLE   4,609 0 0
MAKEMYTRIP LTD SHS V5633W109 4,524 378,444 SH   SOLE   4,524 0 0
ZYNGA INC CL A 98986T108 4,403 642,335 SH   SOLE   4,403 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC COM 874054109 4,331 36,482 SH   SOLE   4,331 0 0
EXXON MOBIL CORP COM 30231G102 4,167 109,800 SH   SOLE   4,167 0 0
CAPRI HOLDINGS LTD SHS G1890L107 3,990 369,606 SH   SOLE   3,990 0 0
BARRICK GOLD CORP COM 067901108 3,946 217,000 SH   SOLE   3,946 0 0
VIACOMCBS INC CL B 92556H206 3,943 281,552 SH   SOLE   3,943 0 0
PARKER-HANNIFIN CORP COM 701094104 3,873 29,880 SH   SOLE   3,873 0 0
BLUE APRON HOLDINGS INC CL A NEW 09523Q200 3,809 314,276 SH   SOLE   3,809 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 3,766 38,960 SH   SOLE   3,766 0 0
NXP SEMICONDUCTORS NV COM N6596X109 3,723 44,936 SH   SOLE   3,723 0 0
HARLEY-DAVIDSON INC COM 412822108 3,676 194,237 SH   SOLE   3,676 0 0
GENERAL MOTORS CO COM 37045V100 3,617 174,034 SH   SOLE   3,617 0 0
RALPH LAUREN CORP CL A 751212101 3,597 53,827 SH   SOLE   3,597 0 0
ENERPLUS CORP COM 292766102 3,289 2,256,384 SH   SOLE   3,289 0 0
CRITEO SA SPONS ADS 226718104 3,265 411,240 SH   SOLE   3,265 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,100 641,136 SH   SOLE   3,100 0 0
DXC TECHNOLOGY CO COM 23355L106 3,082 236,280 SH   SOLE   3,082 0 0
DEVON ENERGY CORP COM 25179M103 3,070 445,260 SH   SOLE   3,070 0 0
DISCOVERY INC COM SER A 25470F104 3,051 156,898 SH   SOLE   3,051 0 0
MANCHESTER UNITED PLC ORD CL A G5784H106 3,049 203,152 SH   SOLE   3,049 0 0
SNAP-ON INC COM 833034101 2,941 27,045 SH   SOLE   2,941 0 0
UBER TECHNOLOGIES INC COM 90353T100 2,790 100,015 SH   SOLE   2,790 0 0
KINROSS GOLD CORP COM 496902404 2,690 675,000 SH   SOLE   2,690 0 0
IQIYI INC SPONSORED ADS 46267X108 2,629 147,869 SH   SOLE   2,629 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,402 1,442,700 SH   SOLE   2,402 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 2,315 95,499 SH   SOLE   2,315 0 0
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 2,162 92,000 SH   SOLE   2,162 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 2,063 150,869 SH   SOLE   2,063 0 0
NIKE INC CL B 654106103 2,046 24,700 SH   SOLE   2,046 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 1,982 27,914 SH   SOLE   1,982 0 0
CORP AMERICA AIRPORTS SA COM L1995B107 1,922 1,030,618 SH   SOLE   1,922 0 0
ACCENTURE PLC SHS CLASS A G1151C101 1,885 11,530 SH   SOLE   1,885 0 0
MOMO INC ADR 60879B107 1,780 82,085 SH   SOLE   1,780 0 0
OMNICOM GROUP INC COM 681919106 1,773 32,300 SH   SOLE   1,773 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,708 510,628 SH   SOLE   1,708 0 0
BANCOLOMBIA SA SPON ADR PREF 05968L102 1,461 240,653 SH   SOLE   1,461 0 0
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CL A 499049104 1,454 44,349 SH   SOLE   1,454 0 0
IMAX CORP COM 45245E109 1,425 157,590 SH   SOLE   1,425 0 0
EASTMAN CHEMICAL CO COM 277432100 1,400 30,090 SH   SOLE   1,400 0 0
VEON LTD SPONSORED ADR 91822M106 1,355 906,375 SH   SOLE   1,355 0 0
SLM CORP COM 78442P106 1,283 178,310 SH   SOLE   1,283 0 0
RUBICON TECHNOLOGY INC COM NEW 78112T206 454 60,436 SH   SOLE   454 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 406 4,010 SH   SOLE   406 0 0
FRANKLIN RESOURCES INC COM 354613101 394 23,600 SH   SOLE   394 0 0
YUM CHINA HOLDINGS INC COM 98850P109 236 5,539 SH   SOLE   236 0 0
JOYY INC ADS REPSTG COM A 46591M109 223 4,200 SH   SOLE   223 0 0
SOHU.COM LTD SPONSORED ADS 83410S108 142 22,754 SH   SOLE   142 0 0
Transocean Ltd REG SHS H8817H100 58 49,946 SH   SOLE   58 0 0