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
CITIGROUP INC COM NEW 172967424 164,687 2,328,061 SH   SOLE   2,328,061 0 0
OWENS CORNING COM 690742101 106,955 1,092,319 SH   SOLE   1,092,319 0 0
WALT DISNEY CO/THE COM 254687106 100,503 571,889 SH   SOLE   571,889 0 0
LAS VEGAS SANDS CORP COM 517834107 87,539 1,661,275 SH   SOLE   1,661,275 0 0
BAKER HUGHES CO CL A 05722G100 86,211 3,770,416 SH   SOLE   3,770,416 0 0
BOOKING HOLDINGS INC COM 09857L108 66,047 30,193 SH   SOLE   30,193 0 0
ALPHABET INC CAP STK CL A 02079K305 35,978 14,740 SH   SOLE   14,740 0 0
FACEBOOK INC CL A 30303M102 23,833 68,527 SH   SOLE   68,527 0 0
STATE STREET CORP COM 857477103 23,763 288,827 SH   SOLE   288,827 0 0
PAYPAL HOLDINGS INC COM 70450Y103 22,794 78,224 SH   SOLE   78,224 0 0
JPMORGAN CHASE & CO COM 46625H100 19,345 124,436 SH   SOLE   124,436 0 0
CRITEO SA SPONS ADS 226718104 18,093 400,339 SH   SOLE   400,339 0 0
APPLE INC COM 037833100 17,784 129,885 SH   SOLE   129,885 0 0
JOHNSON CONTROLS INTERNATIONAL PLC SHS G51502105 17,538 255,527 SH   SOLE   255,527 0 0
AMAZON.COM INC COM 023135106 16,385 4,763 SH   SOLE   4,763 0 0
EBAY INC COM 278642103 16,345 232,756 SH   SOLE   232,756 0 0
PFIZER INC COM 717081103 15,398 393,145 SH   SOLE   393,145 0 0
APPLIED MATERIALS INC COM 038222105 15,394 108,117 SH   SOLE   108,117 0 0
HARLEY-DAVIDSON INC COM 412822108 15,260 333,091 SH   SOLE   333,091 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 14,957 1,779,612 SH   SOLE   1,779,612 0 0
OMNICOM GROUP INC COM 681919106 14,900 186,236 SH   SOLE   186,236 0 0
INTEL CORP COM 458140100 14,293 254,676 SH   SOLE   254,676 0 0
BERKSHIRE HATHAWAY INC CL B NEW 084670702 14,205 51,142 SH   SOLE   51,142 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 14,126 308,043 SH   SOLE   308,043 0 0
CAPRI HOLDINGS LTD SHS G1890L107 13,163 230,181 SH   SOLE   230,181 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 13,100 84,988 SH   SOLE   84,988 0 0
JOHNSON & JOHNSON COM 478160104 12,810 77,755 SH   SOLE   77,755 0 0
WESTERN UNION CO/THE COM 959802109 12,785 556,676 SH   SOLE   556,676 0 0
DEVON ENERGY CORP COM 25179M103 12,725 435,900 SH   SOLE   435,900 0 0
ORACLE CORP COM 68389X105 12,691 163,020 SH   SOLE   163,020 0 0
GENERAL ELECTRIC CO COM 369604103 11,705 869,840 SH   SOLE   869,840 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 11,664 388,691 SH   SOLE   388,691 0 0
CHARLES SCHWAB CORP/THE COM 808513105 11,557 158,745 SH   SOLE   158,745 0 0
ENERPLUS CORP COM 292766102 11,507 1,599,810 SH   SOLE   1,599,810 0 0
MICROSOFT CORP COM 594918104 11,464 42,323 SH   SOLE   42,323 0 0
FISERV INC COM 337738108 11,395 106,628 SH   SOLE   106,628 0 0
SPROUTS FARMERS MARKET INC COM 85208M102 11,388 458,094 SH   SOLE   458,094 0 0
WALMART INC COM 931142103 11,281 79,993 SH   SOLE   79,993 0 0
PROCTER & GAMBLE CO/THE COM 742718109 11,005 81,580 SH   SOLE   81,580 0 0
L BRANDS INC COM 501797104 10,646 147,719 SH   SOLE   147,719 0 0
MOSAIC CO/THE COM 61945C103 10,485 328,641 SH   SOLE   328,641 0 0
STERICYCLE INC COM 858912108 10,083 140,900 SH   SOLE   140,900 0 0
KRAFT HEINZ CO/THE COM 500754106 9,848 241,463 SH   SOLE   241,463 0 0
COLGATE-PALMOLIVE CO COM 194162103 9,643 118,578 SH   SOLE   118,578 0 0
WESTROCK CO COM 96145D105 9,568 179,767 SH   SOLE   179,767 0 0
MCKESSON CORP COM 58155Q103 9,488 49,623 SH   SOLE   49,623 0 0
VIATRIS INC COM 92556V106 9,381 656,349 SH   SOLE   656,349 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,270 23,154 SH   SOLE   23,154 0 0
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CL A 499049104 9,089 200,149 SH   SOLE   200,149 0 0
BORGWARNER INC COM 099724106 9,049 186,470 SH   SOLE   186,470 0 0
PARKER-HANNIFIN CORP COM 701094104 8,899 28,976 SH   SOLE   28,976 0 0
NOV INC COM 62955J103 8,871 578,800 SH   SOLE   578,800 0 0
DROPBOX INC CL A 26210C104 8,763 289,152 SH   SOLE   289,152 0 0
COCA-COLA CO/THE COM 191216100 8,747 161,675 SH   SOLE   161,675 0 0
WELLS FARGO & CO COM 949746101 8,646 190,938 SH   SOLE   190,938 0 0
VEECO INSTRUMENTS INC COM 922417100 8,579 356,904 SH   SOLE   356,904 0 0
TRIP.COM GROUP LTD ADS 89677Q107 8,543 240,929 SH   SOLE   240,929 0 0
3M CO COM 88579Y101 8,453 42,566 SH   SOLE   42,566 0 0
ACCENTURE PLC SHS CLASS A G1151C101 8,422 28,562 SH   SOLE   28,562 0 0
CISCO SYSTEMS INC/DELAWARE COM 17275R102 8,320 156,934 SH   SOLE   156,934 0 0
SNAP-ON INC COM 833034101 8,127 36,366 SH   SOLE   36,366 0 0
GENERAL MOTORS CO COM 37045V100 7,935 134,120 SH   SOLE   134,120 0 0
MAKEMYTRIP LTD SHS V5633W109 7,903 262,895 SH   SOLE   262,895 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 7,843 91,927 SH   SOLE   91,927 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 7,570 221,356 SH   SOLE   221,356 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 7,416 26,910 SH   SOLE   26,910 0 0
ZYNGA INC CL A 98986T108 7,391 695,562 SH   SOLE   695,562 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 7,363 100,716 SH   SOLE   100,716 0 0
NVENT ELECTRIC PLC SHS G6700G107 7,296 233,635 SH   SOLE   233,635 0 0
BANK OF AMERICA CORP COM 060505104 7,136 173,151 SH   SOLE   173,151 0 0
BARRICK GOLD CORP COM 067901108 6,878 332,100 SH   SOLE   332,100 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,693 133,504 SH   SOLE   133,504 0 0
MATTEL INC COM 577081102 6,490 322,878 SH   SOLE   322,878 0 0
SOUTHWEST AIRLINES CO COM 844741108 6,439 121,313 SH   SOLE   121,313 0 0
MERCADOLIBRE INC COM 58733R102 5,750 3,691 SH   SOLE   3,691 0 0
MARRIOTT INTERNATIONAL INC/MD CL A 571903202 4,360 31,930 SH   SOLE   31,930 0 0
SOUTHWESTERN ENERGY CO COM 845467109 4,203 740,576 SH   SOLE   740,576 0 0
RE/MAX HOLDINGS INC CL A 75524W108 4,120 123,616 SH   SOLE   123,616 0 0
BLUE APRON HOLDINGS INC CL A NEW 09523Q200 3,747 875,623 SH   SOLE   875,623 0 0
QIWI PLC SPON ADR REP B 74735M108 3,650 342,256 SH   SOLE   342,256 0 0
GAN LTD SHS G3728V109 3,620 220,150 SH   SOLE   220,150 0 0
FEDEX CORP COM 31428X106 3,554 11,917 SH   SOLE   11,917 0 0
DR HORTON INC COM 23331A109 3,507 38,807 SH   SOLE   38,807 0 0
AMERICAN EXPRESS CO COM 025816109 3,492 21,134 SH   SOLE   21,134 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 3,121 21,292 SH   SOLE   21,292 0 0
AVNET INC COM 053807103 3,032 75,630 SH   SOLE   75,630 0 0
ZIONS BANCORP NA COM 989701107 2,894 54,770 SH   SOLE   54,770 0 0
SPIRIT AEROSYSTEMS HOLDINGS INC COM CL A 848574109 2,884 61,131 SH   SOLE   61,131 0 0
BED BATH & BEYOND INC COM 075896100 2,709 81,400 SH   SOLE   81,400 0 0
CORP AMERICA AIRPORTS SA COM L1995B107 2,559 447,557 SH   SOLE   447,557 0 0
CARS.COM INC COM 14575E105 2,552 178,043 SH   SOLE   178,043 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC CL A 04316A108 2,548 50,155 SH   SOLE   50,155 0 0
STARBUCKS CORP COM 855244109 2,498 22,344 SH   SOLE   22,344 0 0
VIACOMCBS INC CL B 92556H206 2,404 53,200 SH   SOLE   53,200 0 0
VROOM INC COM 92918V109 2,345 56,020 SH   SOLE   56,020 0 0
MOHAWK INDUSTRIES INC COM 608190104 2,339 12,168 SH   SOLE   12,168 0 0
H&R BLOCK INC COM 093671105 2,164 92,160 SH   SOLE   92,160 0 0
MARATHON OIL CORP COM 565849106 2,155 158,160 SH   SOLE   158,160 0 0
IMAX CORP COM 45245E109 2,143 99,670 SH   SOLE   99,670 0 0
DXC TECHNOLOGY CO COM 23355L106 2,140 54,959 SH   SOLE   54,959 0 0
IQIYI INC SPONSORED ADS 46267X108 2,031 130,427 SH   SOLE   130,427 0 0
BOEING CO/THE COM 097023105 2,020 8,434 SH   SOLE   8,434 0 0
MANCHESTER UNITED PLC ORD CL A G5784H106 2,014 132,734 SH   SOLE   132,734 0 0
PING IDENTITY HOLDING CORP COM 72341T103 1,949 85,102 SH   SOLE   85,102 0 0
HOLLYSYS AUTOMATION TECHNOLOGIES LTD SHS G45667105 1,939 130,034 SH   SOLE   130,034 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 1,897 43,327 SH   SOLE   43,327 0 0
VEON LTD SPONSORED ADR 91822M106 1,774 966,698 SH   SOLE   966,698 0 0
SABRE CORP COM 78573M104 1,700 136,057 SH   SOLE   136,057 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A- G0457F107 1,644 275,146 SH   SOLE   275,146 0 0
TRIPADVISOR INC COM 896945201 1,576 39,126 SH   SOLE   39,126 0 0
EASTMAN CHEMICAL CO COM 277432100 1,570 13,446 SH   SOLE   13,446 0 0
BEYOND MEAT INC COM 08862E109 1,538 9,770 SH   SOLE   9,770 0 0
GILEAD SCIENCES INC COM 375558103 1,525 22,185 SH   SOLE   22,185 0 0
SCHLUMBERGER NV COM STK 806857108 1,513 47,300 SH   SOLE   47,300 0 0
WW INTERNATIONAL INC COM 98262P101 1,466 40,555 SH   SOLE   40,555 0 0
EAST WEST BANCORP INC COM 27579R104 1,394 19,450 SH   SOLE   19,450 0 0
MOMO INC ADR 60879B107 1,394 91,043 SH   SOLE   91,043 0 0
FLUOR CORP COM 343412102 1,195 67,500 SH   SOLE   67,500 0 0
MONEYGRAM INTERNATIONAL INC COM NEW 60935Y208 1,148 113,900 SH   SOLE   113,900 0 0
AUTOHOME INC SP ADS RP CL A 05278C107 1,115 17,430 SH   SOLE   17,430 0 0
AXALTA COATING SYSTEMS LTD COM G0750C108 1,097 36,000 SH   SOLE   36,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,048 15,690 SH   SOLE   15,690 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 1,018 44,339 SH   SOLE   44,339 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC COM 874054109 1,018 5,760 SH   SOLE   5,760 0 0
BANCOLOMBIA SA SPON ADR PREF 05968L102 998 141,570 SH   SOLE   141,570 0 0
NOAH HOLDINGS LTD SPON ADS CL A 65487X102 991 21,000 SH   SOLE   21,000 0 0
WW GRAINGER INC COM 384802104 989 2,260 SH   SOLE   2,260 0 0
DARDEN RESTAURANTS INC COM 237194105 956 6,550 SH   SOLE   6,550 0 0
TATA MOTORS LTD SPONSORED ADR 876568502 911 40,000 SH   SOLE   40,000 0 0
3D SYSTEMS CORP COM NEW 88554D205 899 22,500 SH   SOLE   22,500 0 0
KINGSOFT CLOUD HOLDINGS LTD ADS 49639K101 695 20,488 SH   SOLE   20,488 0 0
TENCENT MUSIC ENTERTAINMENT GROUP SPON ADS 88034P109 619 40,000 SH   SOLE   40,000 0 0
DELTA AIR LINES INC COM NEW 247361702 608 14,050 SH   SOLE   14,050 0 0
GREAT WESTERN BANCORP INC COM 391416104 554 16,900 SH   SOLE   16,900 0 0
ZIPRECRUITER INC CL A 98980B103 522 20,900 SH   SOLE   20,900 0 0
ASSETMARK FINANCIAL HOLDINGS INC COM 04546L106 474 18,900 SH   SOLE   18,900 0 0
YUM CHINA HOLDINGS INC COM 98850P109 412 6,200 SH   SOLE   6,200 0 0
SOHU.COM LTD SPONSORED ADS 83410S108 305 16,400 SH   SOLE   16,400 0 0
ERO COPPER CORP COM 296006109 19 900 SH   SOLE   900 0 0