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 159,344 1,258,544 SH   SOLE   1,258,544 0 0
CITIGROUP INC COM NEW 172967424 121,469 2,821,242 SH   SOLE   2,821,242 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 110,897 893,432 SH   SOLE   893,432 0 0
BOOKING HOLDINGS INC COM 09857L108 64,487 37,722 SH   SOLE   37,722 0 0
LAS VEGAS SANDS CORP COM 517834107 55,629 1,192,738 SH   SOLE   1,192,738 0 0
ALPHABET INC CAP STK CL A 02079K305 30,236 20,637 SH   SOLE   20,637 0 0
PAYPAL HOLDINGS INC COM 70450Y103 25,623 130,075 SH   SOLE   130,075 0 0
FACEBOOK INC CL A 30303M102 24,202 92,467 SH   SOLE   92,467 0 0
AMAZON.COM INC COM 023135106 21,787 6,922 SH   SOLE   6,922 0 0
APPLE INC COM 037833100 19,096 165,150 SH   SOLE   165,150 0 0
FREEPORT-MCMORAN INC CL B 35671D857 16,811 1,075,877 SH   SOLE   1,075,877 0 0
OWENS CORNING COM 690742101 15,590 226,620 SH   SOLE   226,620 0 0
INTEL CORP COM 458140100 15,076 291,208 SH   SOLE   291,208 0 0
BANK OF AMERICA CORP COM 060505104 14,491 601,916 SH   SOLE   601,916 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 13,979 1,270,266 SH   SOLE   1,270,266 0 0
FEDEX CORP COM 31428X106 13,807 54,932 SH   SOLE   54,932 0 0
PFIZER INC COM 717081103 12,920 352,193 SH   SOLE   352,193 0 0
MICROSOFT CORP COM 594918104 12,767 60,733 SH   SOLE   60,733 0 0
JOHNSON CONTROLS INTERNATIONAL PLC SHS G51502105 12,192 298,558 SH   SOLE   298,558 0 0
MCKESSON CORP COM 58155Q103 11,863 79,671 SH   SOLE   79,671 0 0
STATE STREET CORP COM 857477103 11,424 192,573 SH   SOLE   192,573 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 11,206 92,138 SH   SOLE   92,138 0 0
DR HORTON INC COM 23331A109 10,309 136,316 SH   SOLE   136,316 0 0
JPMORGAN CHASE & CO COM 46625H100 10,039 104,312 SH   SOLE   104,312 0 0
EBAY INC COM 278642103 9,902 190,068 SH   SOLE   190,068 0 0
AVNET INC COM 053807103 9,841 381,151 SH   SOLE   381,151 0 0
WELLS FARGO & CO COM 949746101 9,725 413,903 SH   SOLE   413,903 0 0
STARBUCKS CORP COM 855244109 9,628 112,100 SH   SOLE   112,100 0 0
JOHNSON & JOHNSON COM 478160104 9,531 64,077 SH   SOLE   64,077 0 0
BORGWARNER INC COM 099724106 9,437 243,662 SH   SOLE   243,662 0 0
AMERICAN EXPRESS CO COM 025816109 8,954 89,332 SH   SOLE   89,332 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 8,943 2,350,226 SH   SOLE   2,350,226 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 8,773 347,114 SH   SOLE   347,114 0 0
UBER TECHNOLOGIES INC COM 90353T100 8,717 239,015 SH   SOLE   239,015 0 0
ORACLE CORP COM 68389X105 8,420 141,090 SH   SOLE   141,090 0 0
CHARLES SCHWAB CORP/THE COM 808513105 8,254 227,840 SH   SOLE   227,840 0 0
DROPBOX INC CL A 26210C104 8,215 426,419 SH   SOLE   426,419 0 0
3M CO COM 88579Y101 8,012 50,025 SH   SOLE   50,025 0 0
CISCO SYSTEMS INC COM 17275R102 7,979 202,646 SH   SOLE   202,646 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 7,753 113,394 SH   SOLE   113,394 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC CL A 04316A108 7,737 198,416 SH   SOLE   198,416 0 0
MICRON TECHNOLOGY INC COM 595112103 7,721 164,396 SH   SOLE   164,396 0 0
MYLAN NV SHS EURO N59465109 7,529 507,832 SH   SOLE   507,832 0 0
MOSAIC CO/THE COM 61945C103 7,420 406,441 SH   SOLE   406,441 0 0
WESTROCK CO COM 96145D105 7,394 212,876 SH   SOLE   212,876 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,247 120,250 SH   SOLE   120,250 0 0
MAKEMYTRIP LTD SHS V5633W109 7,187 468,361 SH   SOLE   468,361 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 7,127 29,392 SH   SOLE   29,392 0 0
TRIP.COM GROUP LTD ADS 89677Q107 7,042 226,264 SH   SOLE   226,264 0 0
CBRE GROUP INC CL A 12504L109 6,964 148,280 SH   SOLE   148,280 0 0
BAKER HUGHES CO CL A 05722G100 6,923 521,135 SH   SOLE   521,135 0 0
EXXON MOBIL CORP COM 30231G102 6,922 201,700 SH   SOLE   201,700 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 6,904 138,175 SH   SOLE   138,175 0 0
COCA-COLA CO/THE COM 191216100 6,789 137,629 SH   SOLE   137,629 0 0
VIACOMCBS INC CL B 92556H206 6,593 235,421 SH   SOLE   235,421 0 0
QUALCOMM INC COM 747525103 6,574 55,880 SH   SOLE   55,880 0 0
FISERV INC COM 337738108 6,572 63,800 SH   SOLE   63,800 0 0
YANDEX NV SHS CLASS A N97284108 6,517 99,914 SH   SOLE   99,914 0 0
HARLEY-DAVIDSON INC COM 412822108 6,498 264,969 SH   SOLE   264,969 0 0
QIWI PLC SPON ADR REP B 74735M108 6,435 370,582 SH   SOLE   370,582 0 0
MERCADOLIBRE INC COM 58733R102 6,116 5,653 SH   SOLE   5,653 0 0
VEECO INSTRUMENTS INC COM 922417100 5,998 513,567 SH   SOLE   513,567 0 0
ACCENTURE PLC SHS CLASS A G1151C101 5,987 26,505 SH   SOLE   26,505 0 0
COLGATE-PALMOLIVE CO COM 194162103 5,954 77,193 SH   SOLE   77,193 0 0
KRAFT HEINZ CO/THE COM 500754106 5,896 196,965 SH   SOLE   196,965 0 0
GENERAL MOTORS CO COM 37045V100 5,894 199,233 SH   SOLE   199,233 0 0
SOUTHWEST AIRLINES CO COM 844741108 5,821 155,300 SH   SOLE   155,300 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,806 18,641 SH   SOLE   18,641 0 0
CAPRI HOLDINGS LTD SHS G1890L107 5,715 317,396 SH   SOLE   317,396 0 0
DXC TECHNOLOGY CO COM 23355L106 5,705 319,530 SH   SOLE   319,530 0 0
CATERPILLAR INC COM 149123101 5,624 37,727 SH   SOLE   37,727 0 0
PARKER-HANNIFIN CORP COM 701094104 5,459 26,980 SH   SOLE   26,980 0 0
GENERAL ELECTRIC CO COM 369604103 5,353 859,890 SH   SOLE   859,890 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 5,270 91,616 SH   SOLE   91,616 0 0
CVS Health Corp COM 126650100 5,268 90,216 SH   SOLE   90,216 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 5,206 289,297 SH   SOLE   289,297 0 0
NXP SEMICONDUCTORS NV COM N6596X109 5,179 41,518 SH   SOLE   41,518 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC COM 874054109 5,095 30,850 SH   SOLE   30,850 0 0
WALMART INC COM 931142103 5,010 35,817 SH   SOLE   35,817 0 0
CRITEO SA SPONS ADS 226718104 4,980 408,892 SH   SOLE   408,892 0 0
ZIONS BANCORP NA COM 989701107 4,966 170,055 SH   SOLE   170,055 0 0
ELI LILLY AND CO COM 532457108 4,961 33,553 SH   SOLE   33,553 0 0
DEVON ENERGY CORP COM 25179M103 4,868 514,815 SH   SOLE   514,815 0 0
LEGGETT & PLATT INC COM 524660107 4,819 117,060 SH   SOLE   117,060 0 0
ENERPLUS CORP COM 292766102 4,668 2,540,003 SH   SOLE   2,540,003 0 0
ZYNGA INC CL A 98986T108 4,478 490,727 SH   SOLE   490,727 0 0
SNAP-ON INC COM 833034101 4,380 29,780 SH   SOLE   29,780 0 0
BOEING CO/THE COM 097023105 4,353 26,340 SH   SOLE   26,340 0 0
APPLIED MATERIALS INC COM 038222105 4,328 72,835 SH   SOLE   72,835 0 0
HOLLYSYS AUTOMATION TECHNOLOGIES LTD SHS G45667105 4,304 389,478 SH   SOLE   389,478 0 0
WESTERN UNION CO/THE COM 959802109 4,089 191,050 SH   SOLE   191,050 0 0
NATIONAL OILWELL VARCO INC COM 637071101 4,046 446,880 SH   SOLE   446,880 0 0
GENERAL MILLS INC COM 370334104 3,978 64,510 SH   SOLE   64,510 0 0
GILEAD SCIENCES INC COM 375558103 3,975 62,940 SH   SOLE   62,940 0 0
BLUE APRON HOLDINGS INC CL A NEW 09523Q200 3,972 555,075 SH   SOLE   555,075 0 0
NVENT ELECTRIC PLC SHS G6700G107 3,769 213,120 SH   SOLE   213,120 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 3,562 36,500 SH   SOLE   36,500 0 0
NIKE INC CL B 654106103 3,165 25,210 SH   SOLE   25,210 0 0
L BRANDS INC COM 501797104 3,106 97,650 SH   SOLE   97,650 0 0
DISCOVERY INC COM SER A 25470F104 3,057 140,370 SH   SOLE   140,370 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,945 1,255,696 SH   SOLE   1,255,696 0 0
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CL A 499049104 2,811 69,099 SH   SOLE   69,099 0 0
MATTEL INC COM 577081102 2,806 239,700 SH   SOLE   239,700 0 0
IQIYI INC SPONSORED ADS 46267X108 2,593 114,849 SH   SOLE   114,849 0 0
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 2,540 92,000 SH   SOLE   92,000 0 0
WW INTERNATIONAL INC COM 98262P101 2,527 133,870 SH   SOLE   133,870 0 0
CARS.COM INC COM 14575E105 2,470 305,880 SH   SOLE   305,880 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 2,405 87,376 SH   SOLE   87,376 0 0
EASTMAN CHEMICAL CO COM 277432100 2,382 30,500 SH   SOLE   30,500 0 0
MANCHESTER UNITED PLC ORD CL A G5784H106 2,188 150,432 SH   SOLE   150,432 0 0
BARRICK GOLD CORP COM 067901108 2,169 77,400 SH   SOLE   77,400 0 0
CORP AMERICA AIRPORTS SA COM L1995B107 2,161 967,090 SH   SOLE   967,090 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,997 487,636 SH   SOLE   487,636 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 1,936 20,144 SH   SOLE   20,144 0 0
WW GRAINGER INC COM 384802104 1,844 5,170 SH   SOLE   5,170 0 0
H&R BLOCK INC COM 093671105 1,743 106,960 SH   SOLE   106,960 0 0
IMAX CORP COM 45245E109 1,719 143,680 SH   SOLE   143,680 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,665 51,960 SH   SOLE   51,960 0 0
RE/MAX HOLDINGS INC CL A 75524W108 1,482 45,280 SH   SOLE   45,280 0 0
BANCOLOMBIA SA SPON ADR PREF 05968L102 1,304 206,931 SH   SOLE   206,931 0 0
RALPH LAUREN CORP CL A 751212101 1,264 18,600 SH   SOLE   18,600 0 0
TRIPADVISOR INC COM 896945201 1,225 62,570 SH   SOLE   62,570 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 1,128 48,710 SH   SOLE   48,710 0 0
MOMO INC ADR 60879B107 1,081 78,555 SH   SOLE   78,555 0 0
SLM CORP COM 78442P106 1,080 133,380 SH   SOLE   133,380 0 0
EXTENDED STAY AMERICA INC UNIT 99/99/9999B 30224P200 1,052 88,000 SH   SOLE   88,000 0 0
VEON LTD SPONSORED ADR 91822M106 1,049 835,585 SH   SOLE   835,585 0 0
DARDEN RESTAURANTS INC COM 237194105 942 9,350 SH   SOLE   9,350 0 0
FRANKLIN RESOURCES INC COM 354613101 936 46,000 SH   SOLE   46,000 0 0
TWITTER INC COM 90184L102 912 20,500 SH   SOLE   20,500 0 0
VOYA FINANCIAL INC COM 929089100 857 17,870 SH   SOLE   17,870 0 0
MADISON SQUARE GARDEN SPORTS CORP CL A 55825T103 846 5,620 SH   SOLE   5,620 0 0
DYNATRACE INC COM NEW 268150109 564 13,740 SH   SOLE   13,740 0 0
PING IDENTITY HOLDING CORP COM 72341T103 540 17,318 SH   SOLE   17,318 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 531 3,900 SH   SOLE   3,900 0 0
KINROSS GOLD CORP COM 496902404 529 60,000 SH   SOLE   60,000 0 0
OMNICOM GROUP INC COM 681919106 493 9,970 SH   SOLE   9,970 0 0
JOYY INC ADS REPSTG COM A 46591M109 339 4,200 SH   SOLE   4,200 0 0
OPEN TEXT CORP COM 683715106 19 450 SH   SOLE   450 0 0