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
Algonquin Power & Utilities Corp Common 015857105 5,484,082 261,770 SH   SOLE   261,770 0 0
BCE Inc Common 05534B760 2,650,741 48,700 SH   SOLE   48,700 0 0
Ballard Power Systems Inc Common 058586108 9,836,334 330,300 SH   SOLE   330,300 0 0
Bank of Montreal Common 063671101 18,707,020 195,405 SH   SOLE   195,405 0 0
CAE Inc Common 124765108 17,373,226 492,578 SH   SOLE   492,578 0 0
Ceridian HCM Holding Inc Common 15677J108 1,561,930 11,500 SH   SOLE   11,500 0 0
Canadian Imperial Bank of Commerce Common 136069101 15,678,511 144,210 SH   SOLE   144,210 0 0
Canadian Natural Resources Ltd Common 136385101 7,968,695 260,500 SH   SOLE   260,500 0 0
Canadian National Railway Co Common 136375102 5,429,672 38,800 SH   SOLE   38,800 0 0
Canadian Pacific Railway Ltd Common 13645T100 14,441,563 32,708 SH   SOLE   32,708 0 0
Crescent Point Energy Corp Common 22576C101 892,782 300,600 SH   SOLE   300,600 0 0
Docebo Inc Common 25609L105 5,509,909 66,585 SH   SOLE   66,585 0 0
BRP Inc Common 05577W200 15,259,560 181,467 SH   SOLE   181,467 0 0
Enbridge Inc Common 29250N105 7,324,950 179,930 SH   SOLE   179,930 0 0
Fortis Inc/Canada Common 349553107 2,288,000 44,000 SH   SOLE   44,000 0 0
Hudbay Minerals Inc Common 443628102 8,375,712 940,035 SH   SOLE   940,035 0 0
Lightspeed POS Inc Common 53227R106 13,983,147 155,645 SH   SOLE   155,645 0 0
Magna International Inc Common 559222401 12,383,367 137,425 SH   SOLE   137,425 0 0
Nutrien Ltd Common 67077M108 10,115,317 165,175 SH   SOLE   165,175 0 0
Pembina Pipeline Corp Common 706327103 3,204,785 107,100 SH   SOLE   107,100 0 0
Profound Medical Corp Common 74319B502 117,855 4,500 SH   SOLE   4,500 0 0
Royal Bank of Canada Common 780087102 15,216,462 146,965 SH   SOLE   146,965 0 0
Shopify Inc Common 82509L107 2,874,640 2,000 SH   SOLE   2,000 0 0
Sun Life Financial Inc Common 866796105 260,360 4,600 SH   SOLE   4,600 0 0
TELUS Corp Common 87971M103 6,181,492 245,200 SH   SOLE   245,200 0 0
Toronto-Dominion Bank/The Common 891160509 6,685,097 93,950 SH   SOLE   93,950 0 0
Teck Resources Ltd Common 878742204 4,655,921 201,555 SH   SOLE   201,555 0 0
TFI International Inc Common 87241L109 5,318,087 81,155 SH   SOLE   81,155 0 0
Apple Inc Common 037833100 12,785,610 96,501 SH   SOLE   96,501 0 0
Ally Financial Inc Common 02005N100 2,918,229 82,240 SH   SOLE   82,240 0 0
Applied Materials Inc Common 038222105 7,119,750 82,500 SH   SOLE   82,500 0 0
Apollo Strategic Growth Capital Common G0411R122 273,250 25,000 SH   SOLE   25,000 0 0
Aptiv PLC Common G6095L109 440,380 3,380 SH   SOLE   3,380 0 0
ARK Innovation ETF ETP 00214Q104 446,297 3,585 SH   SOLE   3,585 0 0
Xtrackers Harvest CSI 300 China A-Shares ETF ETP 233051879 957,434 23,900 SH   SOLE   23,900 0 0
Baker Hughes Co Common 05722G100 479,776 23,200 SH   SOLE   23,200 0 0
BlackRock Inc Common 09247X101 3,961,255 5,490 SH   SOLE   5,490 0 0
Citigroup Inc Common 172967424 1,748,570 28,600 SH   SOLE   28,600 0 0
Caterpillar Inc Common 149123101 5,685,180 31,400 SH   SOLE   31,400 0 0
Clarivate PLC Common G21810109 418,911 14,100 SH   SOLE   14,100 0 0
Century Communities Inc Common 156504300 692,381 15,815 SH   SOLE   15,815 0 0
Global X MSCI China Consumer Discretionary ETF ETP 37950E408 989,124 27,800 SH   SOLE   27,800 0 0
First Trust NASDAQ Cybersecurity ETF ETP 33734X846 566,955 12,775 SH   SOLE   12,775 0 0
Comcast Corp Common 20030N101 596,726 11,440 SH   SOLE   11,440 0 0
Chipotle Mexican Grill Inc Common 169656105 554,684 400 SH   SOLE   400 0 0
Cummins Inc Common 231021106 1,453,440 6,400 SH   SOLE   6,400 0 0
Costco Wholesale Corp Common 22160K105 6,486,656 17,250 SH   SOLE   17,250 0 0
Invesco China Technology ETF ETP 46138E800 773,902 9,400 SH   SOLE   9,400 0 0
Crocs Inc Common 227046109 3,269,286 52,175 SH   SOLE   52,175 0 0
Crowdstrike Holdings Inc Common 22788C105 4,024,580 19,000 SH   SOLE   19,000 0 0
Deere & Co Common 244199105 10,190,269 37,875 SH   SOLE   37,875 0 0
Dollar General Corp Common 256677105 1,217,652 5,800 SH   SOLE   5,800 0 0
Walt Disney Co/The Common 254687106 4,471,522 24,680 SH   SOLE   24,680 0 0
DraftKings Inc Common 26142R104 631,354 13,560 SH   SOLE   13,560 0 0
Dow Inc Common 260557103 5,949,878 107,205 SH   SOLE   107,205 0 0
iShares MSCI Emerging Markets ETF ETP 464287234 289,094 5,595 SH   SOLE   5,595 0 0
Equitable Holdings Inc Common 29452E101 4,948,850 193,390 SH   SOLE   193,390 0 0
Vanguard ESG US Stock ETF ETP 921910733 210,510 3,000 SH   SOLE   3,000 0 0
iShares MSCI Japan ETF ETP 46434G822 898,548 13,300 SH   SOLE   13,300 0 0
iShares MSCI Taiwan ETF ETP 46434G772 472,412 8,900 SH   SOLE   8,900 0 0
iShares MSCI Mexico ETF ETP 464286822 812,511 18,900 SH   SOLE   18,900 0 0
iShares MSCI South Korea ETF ETP 464286772 232,335 2,700 SH   SOLE   2,700 0 0
Ford Motor Co Common 345370860 4,409,855 501,690 SH   SOLE   501,690 0 0
Freeport-McMoRan Inc Common 35671D857 16,981,979 652,651 SH   SOLE   652,651 0 0
Frazier Lifesciences Acquisition Corp Common G3710A121 259,500 25,000 SH   SOLE   25,000 0 0
FirstMark Horizon Acquisition Corp Common 33765Y200 114,000 10,000 SH   SOLE   10,000 0 0
First Republic Bank/CA Common 33616C100 5,256,141 35,820 SH   SOLE   35,820 0 0
First Trust Energy AlphaDEX Fund ETP 33734X127 351,870 44,400 SH   SOLE   44,400 0 0
WisdomTree Enhanced Commodity Strategy Fund ETP 97717Y683 941,070 49,400 SH   SOLE   49,400 0 0
VanEck Vectors Gold Miners ETF ETP 92189F106 1,332,740 37,000 SH   SOLE   37,000 0 0
VanEck Vectors Junior Gold Miners ETF ETP 92189F791 1,356,000 25,000 SH   SOLE   25,000 0 0
General Electric Co Common 369604103 6,582,600 609,500 SH   SOLE   609,500 0 0
General Motors Co Common 37045V100 9,298,212 223,300 SH   SOLE   223,300 0 0
Generac Holdings Inc Common 368736104 2,311,623 10,165 SH   SOLE   10,165 0 0
Alphabet Inc Common 02079K305 1,121,690 640 SH   SOLE   640 0 0
ETFMG Prime Cyber Security ETF ETP 26924G201 210,670 3,660 SH   SOLE   3,660 0 0
Halliburton Co Common 406216101 254,394 13,460 SH   SOLE   13,460 0 0
Home Depot Inc/The Common 437076102 3,346,812 12,600 SH   SOLE   12,600 0 0
iShares U.S. Broker-Dealers & Securities Exchanges ETF ETP 464288794 1,081,744 13,600 SH   SOLE   13,600 0 0
Amplify Online Retail ETF ETP 032108102 1,079,181 9,440 SH   SOLE   9,440 0 0
IDEXX Laboratories Inc Common 45168D104 10,899,665 21,805 SH   SOLE   21,805 0 0
Social Capital Hedosophia Holdings Corp IV ETP G82514129 1,024,100 70,000 SH   SOLE   70,000 0 0
Social Capital Hedosophia Holdings Corp V ETP G8252P121 1,318,000 100,000 SH   SOLE   100,000 0 0
Social Capital Hedosophia Holdings Corp VI ETP G8251L121 1,291,000 100,000 SH   SOLE   100,000 0 0
Ingersoll Rand Inc Common 45687V106 5,494,536 120,600 SH   SOLE   120,600 0 0
iShares Russell 2000 ETF ETP 464287655 450,938 2,300 SH   SOLE   2,300 0 0
iShares Russell 3000 ETF ETP 464287689 849,490 3,800 SH   SOLE   3,800 0 0
iShares Transportation Average ETF ETP 464287192 639,566 2,900 SH   SOLE   2,900 0 0
US Global Jets ETF ETP 26922A842 604,260 27,000 SH   SOLE   27,000 0 0
Johnson & Johnson Common 478160104 5,665,680 36,000 SH   SOLE   36,000 0 0
JPMorgan Chase & Co Common 46625H100 5,475,405 43,400 SH   SOLE   43,400 0 0
SPDR S&P Bank ETF ETP 78464A797 957,678 22,900 SH   SOLE   22,900 0 0
SPDR S&P Regional Banking ETF ETP 78464A698 893,540 17,200 SH   SOLE   17,200 0 0
Kansas City Southern Common 485170302 694,042 3,400 SH   SOLE   3,400 0 0
KraneShares CSI China Internet ETF ETP 500767306 813,974 10,600 SH   SOLE   10,600 0 0
Lam Research Corp Common 512807108 5,620,013 11,900 SH   SOLE   11,900 0 0
Lululemon Athletica Inc Common 550021109 661,257 1,900 SH   SOLE   1,900 0 0
McCormick & Co Inc/MD Common 579780206 191,200 2,000 SH   SOLE   2,000 0 0
VanEck Vectors Agribusiness ETF ETP 92189F700 1,043,726 13,400 SH   SOLE   13,400 0 0
Morgan Stanley Common 617446448 6,177,054 90,600 SH   SOLE   90,600 0 0
Microsoft Corp Common 594918104 6,383,454 28,700 SH   SOLE   28,700 0 0
MedTech Acquisition Corp/NY Common 58507N204 178,500 17,000 SH   SOLE   17,000 0 0
MACOM Technology Solutions Holdings Inc Common 55405Y100 3,555,584 64,600 SH   SOLE   64,600 0 0
Micron Technology Inc Common 595112103 5,322,744 70,800 SH   SOLE   70,800 0 0
NextEra Energy Inc Common 65339F101 3,811,210 49,400 SH   SOLE   49,400 0 0
NIKE Inc Common 654106103 594,174 4,200 SH   SOLE   4,200 0 0
Pfizer Inc Common 717081103 480,663 13,200 SH   SOLE   13,200 0 0
Invesco Water Resources ETF ETP 46137V142 580,625 12,500 SH   SOLE   12,500 0 0
iShares MSCI Global Metals & Mining Producers ETF ETP 46434G848 1,216,050 33,000 SH   SOLE   33,000 0 0
Invesco DWA Emerging Markets Markets Momentum ETF ETP 46138E867 967,401 42,300 SH   SOLE   42,300 0 0
Invesco Dynamic Building & Construction ETF ETP 46137V779 971,376 23,600 SH   SOLE   23,600 0 0
Power Integrations Inc Common 739276103 5,033,571 61,490 SH   SOLE   61,490 0 0
PPG Industries Inc Common 693506107 4,456,398 30,900 SH   SOLE   30,900 0 0
Sprott Physical Silver Trust ETP 85207K107 817,250 87,500 SH   SOLE   87,500 0 0
QUALCOMM Inc Common 747525103 9,368,910 61,500 SH   SOLE   61,500 0 0
First Trust Rising Dividend Achievers ETF ETP 33738R506 1,058,410 26,500 SH   SOLE   26,500 0 0
Regions Financial Corp Common 7591EP100 2,498,600 155,000 SH   SOLE   155,000 0 0
Rambus Inc Common 750917106 2,870,878 164,426 SH   SOLE   164,426 0 0
ROBO Global Robotics and Automation Index ETF ETP 301505707 822,015 13,500 SH   SOLE   13,500 0 0
Invesco S&P 500 Equal Weight Technology ETF ETP 46137V282 963,490 3,800 SH   SOLE   3,800 0 0
Schwab International Small-Cap Equity ETF ETP 808524888 1,091,850 29,000 SH   SOLE   29,000 0 0
Schrodinger Inc/United States Common 80810D103 4,117,360 52,000 SH   SOLE   52,000 0 0
Sea Ltd Common 81141R100 258,765 1,300 SH   SOLE   1,300 0 0
Sherwin-Williams Co/The Common 824348106 6,246,735 8,500 SH   SOLE   8,500 0 0
Global X Silver Miners ETF ETP 37954Y848 1,277,360 28,000 SH   SOLE   28,000 0 0
SiTime Corp Common 82982T106 7,219,485 64,500 SH   SOLE   64,500 0 0
SVB Financial Group Common 78486Q101 1,085,924 2,800 SH   SOLE   2,800 0 0
Schlumberger NV Common 806857108 486,809 22,300 SH   SOLE   22,300 0 0
S&P Global Inc Common 78409V104 2,794,205 8,500 SH   SOLE   8,500 0 0
Invesco S&P 500 GARP ETF ETP 46137V431 857,395 11,900 SH   SOLE   11,900 0 0
Square Inc Common 852234103 5,941,572 27,300 SH   SOLE   27,300 0 0
AT&T Inc Common 00206R102 2,337,102 82,700 SH   SOLE   82,700 0 0
Invesco Solar ETF ETP 46138G706 585,732 5,700 SH   SOLE   5,700 0 0
Twilio Inc Common 90138F102 8,191,700 24,200 SH   SOLE   24,200 0 0
Texas Instruments Inc Common 882508104 505,736 3,100 SH   SOLE   3,100 0 0
UnitedHealth Group Inc Common 91324P102 526,020 1,500 SH   SOLE   1,500 0 0
Vanguard Consumer Discretionary ETF ETP 92204A108 990,648 3,600 SH   SOLE   3,600 0 0
Veritone Inc Common 92347M100 6,125,285 215,300 SH   SOLE   215,300 0 0
VG Acquisition Corp Common G9446E121 2,400,000 200,000 SH   SOLE   200,000 0 0
Walmart Inc Common 931142103 2,191,080 15,200 SH   SOLE   15,200 0 0
SPDR S&P Biotech ETF ETP 78464A870 830,602 5,900 SH   SOLE   5,900 0 0
Materials Select Sector SPDR Fund ETP 81369Y100 1,049,655 14,500 SH   SOLE   14,500 0 0
Industrial Select Sector SPDR Fund ETP 81369Y704 1,558,480 17,600 SH   SOLE   17,600 0 0
SPDR S&P Oil & Gas Exploration & Production ETF ETP 78468R556 625,950 10,700 SH   SOLE   10,700 0 0
XPO Logistics Inc Common 983793100 500,640 4,200 SH   SOLE   4,200 0 0
SPDR S&P Semiconductor ETF ETP 78464A862 973,446 5,700 SH   SOLE   5,700 0 0
iShares Exponential Technologies ETF ETP 46434V381 841,428 14,700 SH   SOLE   14,700 0 0
Zendesk Inc Common 98936J101 3,434,880 24,000 SH   SOLE   24,000 0 0
Zscaler Inc Common 98980G102 2,736,027 13,700 SH   SOLE   13,700 0 0