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
10X GENOMICS INC-CLASS A COM 88025U109 38,289 211,541 SH   SOLE   174,547 0 36,994
3M CO COM 88579Y101 379 1,969 SH   SOLE   0 0 1,969
51JOB INC-ADR COM 316827104 408 6,518 SH   SOLE   0 0 6,518
ABBOTT LABORATORIES COM 002824100 438 3,655 SH   SOLE   0 0 3,655
ABBVIE INC COM 00287Y109 666 6,151 SH   SOLE   0 0 6,151
ABIOMED INC COM 003654100 51,730 162,299 SH   SOLE   121,366 0 40,933
ACTIVISION BLIZZARD INC COM 00507V109 6,002 64,539 SH   SOLE   8,555 0 55,984
ADVANCE AUTO PARTS INC COM 00751Y106 45 244 SH   SOLE   0 0 244
ADVANCED MICRO DEVICES COM 007903107 334 4,253 SH   SOLE   0 0 4,253
AFLAC INC COM 001055102 128 2,504 SH   SOLE   0 0 2,504
AGNC INVESTMENT CORP COM 00123Q104 420 25,065 SH   SOLE   0 0 25,065
AGNICO-EAGLE MINES COM 008474108 26,044 450,568 SH   SOLE   182,001 0 268,567
AIR PRODUCTS & CHEMICALS INC COM 009158106 39 137 SH   SOLE   0 0 137
AKAMAI TECHNOLOGIES COM 00971T101 94 926 SH   SOLE   0 0 926
ALAMOS GOLD INC COM 011532108 4,408 564,122 SH   SOLE   43,320 0 520,802
ALBEMARLE CORP COM 012653101 70 476 SH   SOLE   0 0 476
ALEXANDRIA REAL ESTATE EQUIT COM 015271109 36 220 SH   SOLE   0 0 220
ALIGN TECHNOLOGY INC COM 016255101 141 261 SH   SOLE   0 0 261
ALLEGHANY CORP COM 017175100 31 50 SH   SOLE   0 0 50
ALLSTATE CORP COM 020002101 115 1,000 SH   SOLE   0 0 1,000
ALLY FINANCIAL INC COM 02005N100 57 1,268 SH   SOLE   0 0 1,268
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 5,425 38,421 SH   SOLE   29,455 0 8,966
ALTICE USA INC- A COM 02156K103 34 1,057 SH   SOLE   0 0 1,057
AMAZON.COM INC COM 023135106 1,649 533 SH   SOLE   0 0 533
AMEDISYS INC COM 023436108 35 131 SH   SOLE   0 0 131
AMERCO COM 023586100 47 76 SH   SOLE   76 0 0
AMERICAN EXPRESS CO COM 025816109 66 468 SH   SOLE   0 0 468
AMERICAN INTERNATIONAL GROUP COM 026874784 67 1,455 SH   SOLE   0 0 1,455
AMERICAN TOWER CORP COM 03027X100 363 1,517 SH   SOLE   0 0 1,517
AMERICAN WATER WORKS CO INC COM 030420103 93 620 SH   SOLE   0 0 620
AMERISOURCEBERGEN CORP COM 03073E105 59 502 SH   SOLE   0 0 502
AMGEN INC COM 031162100 499 2,005 SH   SOLE   0 0 2,005
ANNALY CAPITAL MANAGEMENT INC COM 035710409 2,883 335,224 SH   SOLE   195,333 0 139,891
ANTHEM INC COM 036752103 309 862 SH   SOLE   0 0 862
APPLE INC COM 037833100 1,029 8,424 SH   SOLE   0 0 8,424
APTARGROUP INC COM 038336103 37 263 SH   SOLE   0 0 263
AQUA AMERICA INC COM 29670G102 37 835 SH   SOLE   0 0 835
ARAMARK COM 03852U106 7,905 209,232 SH   SOLE   183,183 0 26,049
ARISTA NETWORKS INC COM 040413106 56 187 SH   SOLE   0 0 187
ARTHUR J GALLAGHER & CO COM 363576109 81 649 SH   SOLE   0 0 649
ASCENDIS PHARMA A/S - ADR COM 04351P101 408 3,162 SH   SOLE   3,162 0 0
ASPEN TECHNOLOGY INC COM 045327103 34 239 SH   SOLE   0 0 239
AT&T INC COM 00206R102 764 25,251 SH   SOLE   0 0 25,251
ATMOS ENERGY CORP COM 049560105 41 417 SH   SOLE   0 0 417
AUTOHOME INC-ADR COM 05278C107 7,381 79,136 SH   SOLE   75,611 0 3,525
AUTOLIV INC COM 052800109 39 415 SH   SOLE   0 0 415
AUTOZONE INC COM 053332102 170 121 SH   SOLE   0 0 121
AVALARA INC COM 05338G106 39 290 SH   SOLE   0 0 290
AVALONBAY COMMUNITIES INC COM 053484101 76 412 SH   SOLE   0 0 412
AVERY DENNISON CORP COM 053611109 52 283 SH   SOLE   0 0 283
AXON ENTERPRISE INC COM 05464C101 38 265 SH   SOLE   0 0 265
BALL CORP COM 058498106 94 1,111 SH   SOLE   0 0 1,111
BALLARD POWER SYSTEMS INC COM 058586108 3,211 131,677 SH   SOLE   9,998 0 121,679
BANK OF AMERICA CORP COM 060505104 56 1,438 SH   SOLE   0 0 1,438
BANK OF NEW YORK CO INC COM 064058100 148 3,135 SH   SOLE   0 0 3,135
BAXTER INTERNATIONAL INC COM 071813109 139 1,649 SH   SOLE   0 0 1,649
BB&T CORP COM 89832Q109 277 4,757 SH   SOLE   0 0 4,757
BECTON DICKINSON & CO COM 075887109 9,413 38,714 SH   SOLE   14,132 0 24,582
BERKSHIRE HATHAWAY INC-CL A COM 084670108 386 1 SH   SOLE   0 0 1
BERKSHIRE HATHAWAY INC-CL B COM 084670702 47 184 SH   SOLE   0 0 184
BILL.COM HOLDINGS INC COM 090043100 139 958 SH   SOLE   0 0 958
BIO-RAD LABORATORIES-A COM 090572207 41 72 SH   SOLE   0 0 72
BIO-TECHNE CORP COM 09073M104 60 156 SH   SOLE   0 0 156
BIOGEN IDEC INC COM 09062X103 46,746 167,100 SH   SOLE   104,412 0 62,688
BLACKBERRY LTD COM 09228F103 11,596 1,382,782 SH   SOLE   517,074 0 865,708
BOOKING HOLDINGS INC COM 09857L108 326 140 SH   SOLE   0 0 140
BORGWARNER INC COM 099724106 33 703 SH   SOLE   0 0 703
BOSTON BEER COMPANY INC-A COM 100557107 1,350 1,119 SH   SOLE   0 0 1,119
BOSTON PROPERTIES INC COM 101121101 49 488 SH   SOLE   0 0 488
BOSTON SCIENTIFIC CORP COM 101137107 105 2,721 SH   SOLE   0 0 2,721
BRIGHT HORIZONS FAMILY SOLUT COM 109194100 196 1,145 SH   SOLE   0 0 1,145
BRISTOL-MYERS SQUIBB CO COM 110122108 488 7,728 SH   SOLE   0 0 7,728
BROADRIDGE FINANCIAL SOLUTIO COM 11133T103 59 385 SH   SOLE   0 0 385
BROWN-FORMAN CORP-CLASS B COM 115637209 71 1,034 SH   SOLE   0 0 1,034
BURLINGTON STORES INC COM 122017106 1,450 4,853 SH   SOLE   4,600 0 253
C.H. ROBINSON WORLDWIDE INC COM 12541W209 32,997 345,770 SH   SOLE   241,555 0 104,215
CABLE ONE INC COM 12685J105 35 19 SH   SOLE   0 0 19
CABOT OIL & GAS CORP COM 127097103 14,023 746,709 SH   SOLE   396,025 0 350,684
CAE INC COM 124765108 5,124 179,850 SH   SOLE   44,554 0 135,296
CAMDEN PROPERTY TRUST COM 133131102 37 340 SH   SOLE   0 0 340
CAMECO CORP COM 13321L108 15,940 961,359 SH   SOLE   334,012 0 627,347
CAMPBELL SOUP CO COM 134429109 52,023 1,034,871 SH   SOLE   848,531 0 186,340
CANADA GOOSE HOLDINGS INC COM 135086106 4,373 111,417 SH   SOLE   8,473 0 102,944
CAPITAL ONE FINANCIAL CORP COM 14040H105 23 177 SH   SOLE   0 0 177
CARDINAL HEALTH INC COM 14149Y108 60 994 SH   SOLE   0 0 994
CARLISLE COS INC COM 142339100 32 192 SH   SOLE   0 0 192
CARMAX INC COM 143130102 74 555 SH   SOLE   0 0 555
CARNIVAL CORP COM 143658300 27,183 1,024,218 SH   SOLE   694,963 0 329,255
CATERPILLAR INC COM 149123101 446 1,922 SH   SOLE   0 0 1,922
CBOE HOLDINGS INC COM 12503M108 9,186 93,081 SH   SOLE   32,320 0 60,761
CBRE GROUP INC - A COM 12504L109 91 1,148 SH   SOLE   0 0 1,148
CENTENE CORP COM 15135B101 124 1,941 SH   SOLE   0 0 1,941
CERNER CORP COM 156782104 75 1,044 SH   SOLE   0 0 1,044
CHEGG INC COM 163092109 1,749 20,414 SH   SOLE   0 0 20,414
CHEVRON CORP COM 166764100 186 1,772 SH   SOLE   0 0 1,772
CHEWY INC - CLASS A COM 16679L109 29,707 350,691 SH   SOLE   293,808 0 56,883
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,023 720 SH   SOLE   0 0 720
CHURCH & DWIGHT CO INC COM 171340102 22,830 261,359 SH   SOLE   74,520 0 186,839
CIA DE MINAS BUENAVENTUR-ADR COM 204448104 11,188 1,115,438 SH   SOLE   1,091,872 0 23,566
CIENA CORP COM 171779309 41 749 SH   SOLE   0 0 749
CINCINNATI FINANCIAL CORP COM 172062101 55 531 SH   SOLE   0 0 531
CISCO SYSTEMS INC COM 17275R102 122 2,364 SH   SOLE   0 0 2,364
CITRIX SYSTEMS INC COM 177376100 25,907 184,572 SH   SOLE   163,050 0 21,522
CLOROX COMPANY COM 189054109 64,973 336,857 SH   SOLE   228,699 0 108,158
CLOUDFLARE INC - CLASS A COM 18915M107 31,803 452,646 SH   SOLE   380,636 0 72,010
CMS ENERGY CORP COM 125896100 60 975 SH   SOLE   0 0 975
COACH INC COM 876030107 37 905 SH   SOLE   0 0 905
COCA-COLA CO/THE COM 191216100 721 13,684 SH   SOLE   0 0 13,684
COLGATE-PALMOLIVE CO COM 194162103 231 2,930 SH   SOLE   0 0 2,930
COLLIERS INTERNATIONAL GROUP COM 194693107 5,101 51,923 SH   SOLE   3,949 0 47,974
COMCAST CORP-CLASS A COM 20030N101 833 15,387 SH   SOLE   0 0 15,387
COMERICA INC COM 200340107 38 524 SH   SOLE   0 0 524
COMMERCE BANCSHARES INC COM 200525103 16 203 SH   SOLE   0 0 203
CONAGRA FOODS INC COM 205887102 58,398 1,553,145 SH   SOLE   1,120,971 0 432,174
CONOCOPHILLIPS COM 20825C104 245 4,634 SH   SOLE   0 0 4,634
CONSOLIDATED EDISON INC COM 209115104 45,329 606,003 SH   SOLE   332,595 0 273,408
CONSTELLATION BRANDS INC-A COM 21036P108 122 535 SH   SOLE   0 0 535
COOPER COS INC/THE COM 216648402 70 182 SH   SOLE   0 0 182
COPART INC COM 217204106 78 720 SH   SOLE   0 0 720
COSTAR GROUP INC COM 22160N109 110 134 SH   SOLE   0 0 134
COSTCO WHOLESALE CORP COM 22160K105 549 1,558 SH   SOLE   0 0 1,558
CROWDSTRIKE HOLDINGS INC - A COM 22788C105 482 2,641 SH   SOLE   0 0 2,641
CROWN CASTLE INTL CORP COM 22822V101 274 1,590 SH   SOLE   0 0 1,590
CUMMINS INC COM 231021106 129 499 SH   SOLE   0 0 499
CVS HEALTH CORP COM 126650100 337 4,478 SH   SOLE   0 0 4,478
DANAHER CORP COM 235851102 318 1,415 SH   SOLE   0 0 1,415
DARDEN RESTAURANTS INC COM 237194105 77 542 SH   SOLE   0 0 542
DATADOG INC - CLASS A COM 23804L103 209 2,509 SH   SOLE   0 0 2,509
DECKERS OUTDOOR CORP COM 243537107 37 112 SH   SOLE   0 0 112
DEERE & CO COM 244199105 143 383 SH   SOLE   0 0 383
DELTA AIR LINES INC COM 247361702 172 3,566 SH   SOLE   1,389 0 2,177
DENTSPLY INTERNATIONAL INC COM 24906P109 222 3,475 SH   SOLE   0 0 3,475
DEVON ENERGY CORPORATION COM 25179M103 48 2,202 SH   SOLE   0 0 2,202
DEXCOM INC COM 252131107 1,884 5,243 SH   SOLE   227 0 5,016
DIAMONDBACK ENERGY INC COM 25278X109 1,451 19,744 SH   SOLE   0 0 19,744
DIGITAL REALTY TRUST INC COM 253868103 187 1,327 SH   SOLE   407 0 920
DISCOVERY COMMUNICATIONS-A COM 25470F104 31,625 727,689 SH   SOLE   612,221 0 115,468
DISCOVERY COMMUNICATIONS-C COM 25470F302 19,540 529,677 SH   SOLE   373,717 0 155,960
DOLLAR GENERAL CORP COM 256677105 168 830 SH   SOLE   0 0 830
DOLLAR TREE INC COM 256746108 32,953 287,898 SH   SOLE   251,840 0 36,058
DOMINION ENERGY INC COM 25746U109 218 2,872 SH   SOLE   0 0 2,872
DOMINO'S PIZZA INC COM 25754A201 56,924 154,774 SH   SOLE   118,356 0 36,418
DR HORTON INC COM 23331A109 104 1,162 SH   SOLE   0 0 1,162
DRAFTKINGS INC - CL A COM 26142R104 86 1,410 SH   SOLE   0 0 1,410
EAST WEST BANCORP INC COM 27579R104 35 473 SH   SOLE   0 0 473
EBAY INC COM 278642103 135 2,208 SH   SOLE   0 0 2,208
ECOLAB INC COM 278865100 69 320 SH   SOLE   0 0 320
EDISON INTERNATIONAL COM 281020107 79 1,350 SH   SOLE   0 0 1,350
EDWARDS LIFESCIENCES CORP COM 28176E108 177 2,116 SH   SOLE   0 0 2,116
ELANCO ANIMAL HEALTH INC COM 28414H103 58 1,970 SH   SOLE   0 0 1,970
ELDORADO GOLD CORPORATION COM 284902509 2,141 198,170 SH   SOLE   15,076 0 183,094
ELECTRONIC ARTS INC COM 285512109 136 1,003 SH   SOLE   0 0 1,003
ELI LILLY & CO COM 532457108 19,246 103,018 SH   SOLE   82,881 0 20,137
EMERSON ELECTRIC CO COM 291011104 190 2,109 SH   SOLE   0 0 2,109
ENPHASE ENERGY INC COM 29355A107 600 3,700 SH   SOLE   0 0 3,700
EOG RESOURCES INC COM 26875P101 4,573 63,044 SH   SOLE   60,426 0 2,618
EQUIFAX INC COM 294429105 75 414 SH   SOLE   0 0 414
EQUINIX INC COM 29444U700 205 302 SH   SOLE   0 0 302
EQUITY LIFESTYLE PROPERTIES COM 29472R108 36 568 SH   SOLE   0 0 568
EQUITY RESIDENTIAL COM 29476L107 90 1,255 SH   SOLE   0 0 1,255
ERIE INDEMNITY COMPANY-CL A COM 29530P102 22,226 100,613 SH   SOLE   80,794 0 19,819
ESSEX PROPERTY TRUST INC COM 297178105 61 223 SH   SOLE   0 0 223
ESTEE LAUDER COMPANIES-CL A COM 518439104 207 710 SH   SOLE   0 0 710
ETSY INC COM 29786A106 461 2,284 SH   SOLE   0 0 2,284
EVERSOURCE ENERGY COM 30040W108 110 1,265 SH   SOLE   0 0 1,265
EXACT SCIENCES CORP COM 30063P105 18,787 142,560 SH   SOLE   94,003 0 48,557
EXPEDIA GROUP INC COM 30212P303 71 413 SH   SOLE   0 0 413
EXPEDITORS INTL WASH INC COM 302130109 58 535 SH   SOLE   0 0 535
EXTRA SPACE STORAGE INC COM 30225T102 47,286 356,744 SH   SOLE   260,042 0 96,702
F5 NETWORKS INC COM 315616102 43 208 SH   SOLE   0 0 208
FACEBOOK INC-A COM 30303M102 1,746 5,929 SH   SOLE   0 0 5,929
FARFETCH LTD-CLASS A COM 30744W107 252 4,755 SH   SOLE   0 0 4,755
FASTENAL CO COM 311900104 98 1,942 SH   SOLE   0 0 1,942
FEDERAL REALTY INVS TRUST COM 313747206 712 7,015 SH   SOLE   0 0 7,015
FEDEX CORP COM 31428X106 246 865 SH   SOLE   0 0 865
FIRST MAJESTIC SILVER CORP COM 32076V103 428 27,426 SH   SOLE   2,888 0 24,538
FIRST REPUBLIC BANK/CA COM 33616C100 98 587 SH   SOLE   0 0 587
FIRST SOLAR INC COM 336433107 137 1,567 SH   SOLE   0 0 1,567
FIVE9 INC COM 338307101 31 200 SH   SOLE   0 0 200
FORD MOTOR CO COM 345370860 163 13,283 SH   SOLE   0 0 13,283
FORTINET INC COM 34959E109 87 470 SH   SOLE   0 0 470
FRANCO-NEVADA CORP COM 351858105 43,114 344,075 SH   SOLE   121,535 0 222,540
GARTNER INC COM 366651107 56 306 SH   SOLE   0 0 306
GENERAC HOLDINGS INC COM 368736104 67 206 SH   SOLE   0 0 206
GENERAL ELECTRIC CO COM 369604103 386 29,407 SH   SOLE   0 0 29,407
GENERAL MILLS INC COM 370334104 57,134 931,728 SH   SOLE   676,302 0 255,426
GENERAL MOTORS CO COM 37045V100 247 4,297 SH   SOLE   0 0 4,297
GENTEX CORP COM 371901109 42 1,175 SH   SOLE   0 0 1,175
GENUINE PARTS CO COM 372460105 51 443 SH   SOLE   0 0 443
GILDAN ACTIVEWEAR INC COM 375916103 4,898 160,073 SH   SOLE   12,209 0 147,864
GILEAD SCIENCES INC COM 375558103 69,661 1,077,850 SH   SOLE   688,506 0 389,344
GODADDY INC - CLASS A COM 380237107 43 559 SH   SOLE   0 0 559
GSX TECHEDU INC- ADR COM 36257Y109 7,740 228,466 SH   SOLE   162,822 0 65,644
GUIDEWIRE SOFTWARE INC COM 40171V100 30 295 SH   SOLE   0 0 295
HARTFORD FINANCIAL SVCS GRP COM 416515104 82 1,221 SH   SOLE   0 0 1,221
HASBRO INC COM 418056107 42 436 SH   SOLE   0 0 436
HCA INC COM 40412C101 171 906 SH   SOLE   0 0 906
HEALTH CARE REIT INC COM 95040Q104 102 1,426 SH   SOLE   0 0 1,426
HEALTHPEAK PROPERTIES INC COM 42250P103 58 1,837 SH   SOLE   0 0 1,837
HEALTHSOUTH CORP COM 29261A100 39 477 SH   SOLE   0 0 477
HEICO CORP-CLASS A COM 422806208 15 132 SH   SOLE   0 0 132
HENRY SCHEIN INC COM 806407102 3,682 53,173 SH   SOLE   6,515 0 46,658
HERSHEY CO/THE COM 427866108 80 503 SH   SOLE   0 0 503
HESS CORP COM 42809H107 68 958 SH   SOLE   0 0 958
HEWLETT-PACKARD CO COM 40434L105 155 4,888 SH   SOLE   0 0 4,888
HOLOGIC INC COM 436440101 65 879 SH   SOLE   0 0 879
HORMEL FOODS CORP COM 440452100 32,218 674,291 SH   SOLE   447,928 0 226,363
HOST HOTELS & RESORTS INC COM 44107P104 32,021 1,900,379 SH   SOLE   1,341,899 0 558,480
HUMANA INC COM 444859102 190 452 SH   SOLE   0 0 452
HUNT (JB) TRANSPRT SVCS INC COM 445658107 48 286 SH   SOLE   0 0 286
HUNTINGTON BANCSHARES INC COM 446150104 2,598 165,259 SH   SOLE   22,483 0 142,776
IDEX CORP COM 45167R104 54 257 SH   SOLE   0 0 257
IDEXX LABORATORIES INC COM 45168D104 141 288 SH   SOLE   0 0 288
ILLUMINA INC COM 452327109 192 499 SH   SOLE   0 0 499
INCYTE CORP COM 45337C102 47 582 SH   SOLE   0 0 582
INSULET CORP COM 45784P101 31,694 121,470 SH   SOLE   112,050 0 9,420
INTEL CORP COM 458140100 226 3,533 SH   SOLE   0 0 3,533
INTERCONTINENTALEXCHANGE INC COM 45866F104 206 1,842 SH   SOLE   0 0 1,842
INTERNATIONAL PAPER CO COM 460146103 73 1,341 SH   SOLE   0 0 1,341
INTERPUBLIC GROUP OF COS INC COM 460690100 50 1,698 SH   SOLE   0 0 1,698
INTL BUSINESS MACHINES CORP COM 459200101 409 3,066 SH   SOLE   0 0 3,066
INTL FLAVORS & FRAGRANCES COM 459506101 118 842 SH   SOLE   0 0 842
INVITAE CORP COM 46185L103 24 616 SH   SOLE   0 0 616
IQIYI INC-ADR COM 46267X108 9,002 541,638 SH   SOLE   414,278 0 127,360
IRON MOUNTAIN INC COM 46284V101 40 1,072 SH   SOLE   0 0 1,072
JACK HENRY & ASSOCIATES INC COM 426281101 39 260 SH   SOLE   0 0 260
JM SMUCKER CO/THE COM 832696405 56,229 444,392 SH   SOLE   340,957 0 103,435
JOHNSON & JOHNSON COM 478160104 1,490 9,063 SH   SOLE   0 0 9,063
JPMORGAN CHASE & CO COM 46625H100 204 1,339 SH   SOLE   0 0 1,339
JUNIPER NETWORKS INC COM 48203R104 28 1,118 SH   SOLE   0 0 1,118
KANSAS CITY SOUTHERN COM 485170302 85 322 SH   SOLE   0 0 322
KELLOGG CO COM 487836108 57,707 911,645 SH   SOLE   690,905 0 220,740
KEURIG DR PEPPER INC COM 49271V100 3,186 92,708 SH   SOLE   68,152 0 24,556
KEYCORP COM 493267108 70 3,482 SH   SOLE   0 0 3,482
KIMBERLY-CLARK CORP COM 494368103 160 1,148 SH   SOLE   0 0 1,148
KINDER MORGAN INC COM 49456B101 103 6,190 SH   SOLE   0 0 6,190
KINROSS GOLD CORP COM 496902404 19,261 2,892,182 SH   SOLE   1,233,036 0 1,659,146
KNIGHT-SWIFT TRANSPORTATION COM 499049104 3,982 82,809 SH   SOLE   10,543 0 72,266
KROGER CO COM 501044101 34,412 956,156 SH   SOLE   308,506 0 647,650
LAS VEGAS SANDS CORP COM 517834107 10,652 175,307 SH   SOLE   149,013 0 26,294
LEAR CORP COM 521865204 37 204 SH   SOLE   0 0 204
LENNAR CORP-CL A COM 526057104 86 852 SH   SOLE   0 0 852
LENNOX INTERNATIONAL INC COM 526107107 37 118 SH   SOLE   0 0 118
LIBERTY MEDIA GROUP-C COM 531229854 36 841 SH   SOLE   0 0 841
LIMITED BRANDS INC COM 501797104 283 4,567 SH   SOLE   0 0 4,567
LITHIA MOTORS INC-CL A COM 536797103 36 93 SH   SOLE   0 0 93
LIVE NATION ENTERTAINMENT IN COM 538034109 45 528 SH   SOLE   0 0 528
LKQ CORP COM 501889208 37 882 SH   SOLE   0 0 882
LULULEMON ATHLETICA INC COM 550021109 89 290 SH   SOLE   0 0 290
LUMEN TECHNOLOGIES INC COM 550241103 22,787 1,706,904 SH   SOLE   1,284,883 0 422,021
LYFT INC-A COM 55087P104 168 2,654 SH   SOLE   0 0 2,654
M & T BANK CORP COM 55261F104 26,011 171,568 SH   SOLE   117,894 0 53,674
MARKETAXESS HOLDINGS INC COM 57060D108 792 1,591 SH   SOLE   0 0 1,591
MARRIOTT INTERNATIONAL-CL A COM 571903202 20,150 136,046 SH   SOLE   127,282 0 8,764
MARSH & MCLENNAN COS COM 571748102 211 1,734 SH   SOLE   0 0 1,734
MARTIN MARIETTA MATERIALS COM 573284106 71 211 SH   SOLE   0 0 211
MASCO CORP COM 574599106 53 890 SH   SOLE   0 0 890
MASIMO CORP COM 574795100 91 395 SH   SOLE   221 0 174
MCCORMICK & CO-NON VTG SHRS COM 579780206 75 840 SH   SOLE   0 0 840
MCDONALD'S CORP COM 580135101 597 2,664 SH   SOLE   0 0 2,664
MCKESSON CORP COM 58155Q103 117 599 SH   SOLE   0 0 599
MELCO CROWN ENTERTAINME-ADR COM 585464100 9,836 494,048 SH   SOLE   381,691 0 112,357
MERCADOLIBRE INC COM 58733R102 240 163 SH   SOLE   0 0 163
MERCK & CO. INC. COM 58933Y105 655 8,494 SH   SOLE   0 0 8,494
MGM RESORTS INTERNATIONAL COM 552953101 52 1,365 SH   SOLE   0 0 1,365
MID-AMERICA APARTMENT COMM COM 59522J103 56 389 SH   SOLE   0 0 389
MIRATI THERAPEUTICS INC COM 60468T105 27 160 SH   SOLE   0 0 160
MODERNA INC COM 60770K107 31,039 237,032 SH   SOLE   154,768 0 82,264
MOHAWK INDUSTRIES INC COM 608190104 17,396 90,456 SH   SOLE   89,318 0 1,138
MOLINA HEALTHCARE INC COM 60855R100 47 201 SH   SOLE   0 0 201
MOLSON COORS BREWING CO -B COM 60871R209 71 1,388 SH   SOLE   0 0 1,388
MONDELEZ INTERNATIONAL INC COM 609207105 284 4,849 SH   SOLE   0 0 4,849
MONSTER BEVERAGE CORP COM 61174X109 41 451 SH   SOLE   0 0 451
MOSAIC CO/THE COM 61945C103 36 1,131 SH   SOLE   0 0 1,131
NATERA INC COM 632307104 38 375 SH   SOLE   0 0 375
NATIONAL RETAIL PROPERTIES COM 637417106 36 822 SH   SOLE   0 0 822
NETFLIX INC COM 64110L106 18,313 35,106 SH   SOLE   22,813 0 12,293
NETWORK APPLIANCE INC COM 64110D104 55 755 SH   SOLE   0 0 755
NEUROCRINE BIOSCIENCES INC COM 64125C109 9,278 95,404 SH   SOLE   64,836 0 30,568
NEWMONT CORP COM 651639106 54,666 907,023 SH   SOLE   621,486 0 285,537
NEXTERA ENERGY INC COM 65339F101 532 7,030 SH   SOLE   0 0 7,030
NIKE INC -CL B COM 654106103 259 1,949 SH   SOLE   0 0 1,949
NIO INC - ADR COM 62914V106 17,339 444,814 SH   SOLE   312,249 0 132,565
NISOURCE INC COM 65473P105 38 1,574 SH   SOLE   0 0 1,574
NORTHERN TRUST CORP COM 665859104 71 678 SH   SOLE   0 0 678
NORTONLIFELOCK INC COM 668771108 54,140 2,546,589 SH   SOLE   2,022,017 0 524,572
NOVAGOLD RESOURCES INC COM 66987E206 2,219 254,515 SH   SOLE   19,339 0 235,176
NOVAVAX INC COM 670002401 1,155 6,373 SH   SOLE   0 0 6,373
NUANCE COMMUNICATIONS INC COM 67020Y100 42 951 SH   SOLE   0 0 951
NVR INC COM 62944T105 61 13 SH   SOLE   0 0 13
O'REILLY AUTOMOTIVE INC COM 67103H107 127 250 SH   SOLE   0 0 250
OCCIDENTAL PETROLEUM CORP COM 674599105 2,956 111,034 SH   SOLE   104,245 0 6,789
OLD DOMINION FREIGHT LINE COM 679580100 86 359 SH   SOLE   0 0 359
OMEGA HEALTHCARE INVESTORS COM 681936100 32 867 SH   SOLE   0 0 867
OMNICOM GROUP COM 681919106 54 727 SH   SOLE   0 0 727
ONEOK INC COM 682680103 76 1,508 SH   SOLE   0 0 1,508
ORACLE CORP COM 68389X105 434 6,181 SH   SOLE   0 0 6,181
P G & E CORP COM 69331C108 37,627 3,213,232 SH   SOLE   2,013,356 0 1,199,876
PACCAR INC COM 693718108 111 1,194 SH   SOLE   0 0 1,194
PACKAGING CORP OF AMERICA COM 695156109 43 319 SH   SOLE   0 0 319
PELOTON INTERACTIVE INC-A COM 70614W100 39,630 352,457 SH   SOLE   225,017 0 127,440
PENN NATIONAL GAMING INC COM 707569109 56 533 SH   SOLE   0 0 533
PENUMBRA INC COM 70975L107 216 799 SH   SOLE   0 0 799
PEPSICO INC COM 713448108 694 4,908 SH   SOLE   0 0 4,908
PERKINELMER INC COM 714046109 51 397 SH   SOLE   0 0 397
PFIZER INC COM 717081103 714 19,701 SH   SOLE   0 0 19,701
PIONEER NATURAL RESOURCES CO COM 723787107 125 784 SH   SOLE   0 0 784
PLUG POWER INC COM 72919P202 462 12,884 SH   SOLE   0 0 12,884
PNC FINANCIAL SERVICES GROUP COM 693475105 23 131 SH   SOLE   0 0 131
POOL CORP COM 73278L105 46 132 SH   SOLE   0 0 132
PPG INDUSTRIES INC COM 693506107 110 730 SH   SOLE   0 0 730
PRETIUM RESOURCES INC COM 74139C102 4,434 427,387 SH   SOLE   32,548 0 394,839
PRIMO WATER CORP COM 74167P108 6,102 374,657 SH   SOLE   28,499 0 346,158
PROCTER & GAMBLE CO/THE COM 742718109 1,145 8,455 SH   SOLE   0 0 8,455
PROGRESSIVE CORP COM 743315103 191 2,001 SH   SOLE   0 0 2,001
PUBLIC SERVICE ENTERPRISE GP COM 744573106 113 1,870 SH   SOLE   0 0 1,870
PUBLIC STORAGE INC COM 74460D109 21,691 87,904 SH   SOLE   11,728 0 76,176
PULTE HOMES INC COM 745867101 46 886 SH   SOLE   0 0 886
QUALCOMM INC COM 747525103 534 4,029 SH   SOLE   0 0 4,029
QUANTA SERVICES INC COM 74762E102 44 495 SH   SOLE   0 0 495
QUEST DIAGNOSTICS COM 74834L100 59 457 SH   SOLE   0 0 457
REALTY INCOME CORP COM 756109104 90 1,410 SH   SOLE   0 0 1,410
REGENCY CENTERS CORP COM 758849103 31,811 560,939 SH   SOLE   420,947 0 139,992
REGENERON PHARMACEUTICALS COM 75886F107 20,625 43,592 SH   SOLE   28,193 0 15,399
REGIONS FINANCIAL CORP COM 7591EP100 78 3,792 SH   SOLE   0 0 3,792
REINSURANCE GROUP OF AMERICA COM 759351604 36 287 SH   SOLE   0 0 287
REPLIGEN CORP COM 759916109 34 176 SH   SOLE   0 0 176
REPUBLIC SERVICES INC COM 760759100 43 429 SH   SOLE   0 0 429
RESMED INC COM 761152107 109 562 SH   SOLE   0 0 562
RINGCENTRAL INC-CLASS A COM 76680R206 6,723 22,568 SH   SOLE   19,297 0 3,271
RITCHIE BROS AUCTIONEERS COM 767744105 5,248 89,650 SH   SOLE   10,456 0 79,194
ROBERT HALF INTL INC COM 770323103 7,447 95,389 SH   SOLE   94,406 0 983
ROCKWELL AUTOMATION INC COM 773903109 110 413 SH   SOLE   0 0 413
ROGERS COMMUNICATIONS -CL B COM 775109200 1,093 23,704 SH   SOLE   1,801 0 21,903
ROKU INC COM 77543R102 24,246 74,428 SH   SOLE   42,808 0 31,620
ROLLINS INC COM 775711104 30 873 SH   SOLE   0 0 873
ROPER INDUSTRIES INC COM 776696106 47 117 SH   SOLE   0 0 117
ROSS STORES INC COM 778296103 143 1,193 SH   SOLE   0 0 1,193
SALESFORCE.COM INC COM 79466L302 167 788 SH   SOLE   0 0 788
SAREPTA THERAPEUTICS INC COM 803607100 27,659 371,107 SH   SOLE   311,021 0 60,086
SBA COMMUNICATIONS CORP-CL A COM 78410G104 105 380 SH   SOLE   0 0 380
SCHLUMBERGER LTD COM 806857108 129 4,745 SH   SOLE   0 0 4,745
SCHWAB (CHARLES) CORP COM 808513105 9,581 146,995 SH   SOLE   50,410 0 96,585
SCOTTS MIRACLE-GRO CO-CL A COM 810186106 42 172 SH   SOLE   0 0 172
SEAGEN INC COM 81181C104 11,134 80,179 SH   SOLE   40,556 0 39,623
SEALED AIR CORP COM 81211K100 12,101 264,095 SH   SOLE   261,417 0 2,678
SEMPRA ENERGY COM 816851109 131 990 SH   SOLE   0 0 990
SERVICE CORP INTERNATIONAL COM 817565104 38 749 SH   SOLE   0 0 749
SHERWIN-WILLIAMS CO/THE COM 824348106 197 267 SH   SOLE   0 0 267
SHOPIFY INC - CLASS A COM 82509L107 4,258 3,857 SH   SOLE   293 0 3,564
SIGNATURE BANK COM 82669G104 41 182 SH   SOLE   0 0 182
SIMON PROPERTY GROUP INC COM 828806109 20,339 178,777 SH   SOLE   166,910 0 11,867
SMITH (A.O.) CORP COM 831865209 133 1,970 SH   SOLE   1,391 0 579
SNAP INC - A COM 83304A106 38,161 729,794 SH   SOLE   463,916 0 265,878
SNAP-ON INC COM 833034101 42 184 SH   SOLE   0 0 184
SOLAREDGE TECHNOLOGIES INC COM 83417M104 47 164 SH   SOLE   0 0 164
SOUTHWEST AIRLINES CO COM 844741108 7,332 120,074 SH   SOLE   13,085 0 106,989
STANTEC INC COM 85472N109 2,745 64,130 SH   SOLE   4,874 0 59,256
STATE STREET CORP COM 857477103 96 1,139 SH   SOLE   0 0 1,139
SUN COMMUNITIES INC COM 866674104 49 329 SH   SOLE   0 0 329
SUNRUN INC COM 86771W105 41 686 SH   SOLE   0 0 686
SYSCO CORP COM 871829107 135 1,717 SH   SOLE   0 0 1,717
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 8,029 45,441 SH   SOLE   26,250 0 19,191
TAL EDUCATION GROUP- ADR COM 874080104 4,680 86,901 SH   SOLE   85,128 0 1,773
TARGET CORP COM 87612E106 21,990 111,022 SH   SOLE   29,867 0 81,155
TELADOC INC COM 87918A105 40,734 224,122 SH   SOLE   144,286 0 79,836
TELEDYNE TECHNOLOGIES INC COM 879360105 51 124 SH   SOLE   0 0 124
TELEFLEX INC COM 879369106 67 161 SH   SOLE   0 0 161
TENCENT MUSIC ENTERTAINM-ADR COM 88034P109 2,684 130,993 SH   SOLE   17,356 0 113,637
THERMO FISHER SCIENTIFIC INC COM 883556102 615 1,347 SH   SOLE   0 0 1,347
THOMSON REUTERS CORP COM 884903709 199 2,273 SH   SOLE   171 0 2,102
TJX COMPANIES INC COM 872540109 249 3,762 SH   SOLE   0 0 3,762
TORO CO COM 891092108 37 363 SH   SOLE   0 0 363
TRACTOR SUPPLY COMPANY COM 892356106 70 396 SH   SOLE   0 0 396
TRADE DESK INC/THE -CLASS A COM 88339J105 40 62 SH   SOLE   0 0 62
TRAVELERS COS INC/THE COM 89417E109 145 967 SH   SOLE   0 0 967
TRIMBLE INC COM 896239100 17 217 SH   SOLE   0 0 217
TWILIO INC - A COM 90138F102 1,239 3,636 SH   SOLE   0 0 3,636
TYLER TECHNOLOGIES INC COM 902252105 40 95 SH   SOLE   0 0 95
TYSON FOODS INC-CL A COM 902494103 483 6,498 SH   SOLE   0 0 6,498
UDR INC COM 902653104 33 749 SH   SOLE   0 0 749
UGI CORP COM 902681105 39 940 SH   SOLE   0 0 940
ULTA SALON COSMETICS & FRAGR COM 90384S303 251 812 SH   SOLE   0 0 812
UNITED AIRLINES HOLDINGS INC COM 910047109 60 1,038 SH   SOLE   0 0 1,038
UNITED PARCEL SERVICE-CL B COM 911312106 9,884 58,144 SH   SOLE   6,111 0 52,033
UNITEDHEALTH GROUP INC COM 91324P102 1,178 3,167 SH   SOLE   0 0 3,167
UNIVERSAL HEALTH SERVICES-B COM 913903100 30 227 SH   SOLE   0 0 227
US BANCORP COM 902973304 264 4,781 SH   SOLE   0 0 4,781
VAIL RESORTS INC COM 91879Q109 20,877 71,579 SH   SOLE   40,412 0 31,167
VALERO ENERGY CORP COM 91913Y100 104 1,450 SH   SOLE   0 0 1,450
VEEVA SYSTEMS INC-CLASS A COM 922475108 120 460 SH   SOLE   0 0 460
VENTAS INC COM 92276F100 71 1,333 SH   SOLE   0 0 1,333
VEREIT INC COM 92339V308 34 887 SH   SOLE   0 0 887
VERIZON COMMUNICATIONS INC COM 92343V104 10,301 177,146 SH   SOLE   19,806 0 157,340
VERTEX PHARMACEUTICALS INC COM 92532F100 192 893 SH   SOLE   0 0 893
VF CORP COM 918204108 88 1,100 SH   SOLE   0 0 1,100
VIACOMCBS INC - CLASS B COM 92556H206 8,327 184,644 SH   SOLE   179,210 0 5,434
VIPSHOP HOLDINGS LTD - ADR COM 92763W103 30,074 1,007,167 SH   SOLE   668,711 0 338,456
VMWARE INC-CLASS A COM 928563402 48 316 SH   SOLE   0 0 316
VORNADO REALTY TRUST COM 929042109 1,644 36,212 SH   SOLE   31,971 0 4,241
VULCAN MATERIALS CO COM 929160109 12,414 73,564 SH   SOLE   70,966 0 2,598
WABTEC CORP COM 929740108 48 608 SH   SOLE   0 0 608
WALGREEN CO COM 931427108 7,649 139,330 SH   SOLE   19,145 0 120,185
WALT DISNEY CO/THE COM 254687106 1,146 6,208 SH   SOLE   0 0 6,208
WASTE MANAGEMENT INC COM 94106L109 186 1,445 SH   SOLE   0 0 1,445
WATERS CORP COM 941848103 60 211 SH   SOLE   0 0 211
WATSCO INC COM 942622200 564 2,162 SH   SOLE   0 0 2,162
WAYFAIR INC- CLASS A COM 94419L101 69 220 SH   SOLE   0 0 220
WELLS FARGO & CO COM 949746101 553 14,156 SH   SOLE   0 0 14,156
WEST PHARMACEUTICAL SERVICES COM 955306105 71 251 SH   SOLE   0 0 251
WESTERN DIGITAL CORP COM 958102105 49 733 SH   SOLE   0 0 733
WESTERN UNION CO COM 959802109 24 957 SH   SOLE   0 0 957
WHEATON PRECIOUS METALS CORP COM 962879102 32,678 855,640 SH   SOLE   305,838 0 549,802
WHIRLPOOL CORP COM 963320106 47 212 SH   SOLE   0 0 212
WILLIAMS COS INC COM 969457100 98 4,149 SH   SOLE   0 0 4,149
WILLIAMS-SONOMA INC COM 969904101 38 214 SH   SOLE   0 0 214
WP CAREY INC COM 92936U109 42 587 SH   SOLE   0 0 587
WR BERKLEY CORP COM 084423102 37 492 SH   SOLE   0 0 492
WW GRAINGER INC COM 384802104 62 154 SH   SOLE   0 0 154
WYNN RESORTS LTD COM 983134107 59 469 SH   SOLE   0 0 469
XILINX INC COM 983919101 104 836 SH   SOLE   0 0 836
XYLEM INC COM 98419M100 64 613 SH   SOLE   0 0 613
YUM! BRANDS INC COM 988498101 112 1,034 SH   SOLE   0 0 1,034
ZAI LAB LTD-ADR COM 98887Q104 16,839 126,200 SH   SOLE   122,100 0 4,100
ZIMMER HOLDINGS INC COM 98956P102 124 772 SH   SOLE   0 0 772
ZSCALER INC COM 98980G102 22,053 128,461 SH   SOLE   117,380 0 11,081
ZYNGA INC - CL A COM 98986T108 38 3,738 SH   SOLE   0 0 3,738