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
FRONTDOOR INC COM 35905A109 28,882 662,069 SH   SOLE   662,069 0 0
BOOKING HLDGS INC COM 09857L108 163,528 87,080 SH   SOLE   87,080 0 0
BARRICK GOLD CORPORATION COM 067901108 276,665 17,513,902 SH   SOLE   17,513,902 0 0
EBAY INC COM 278642103 19,020 480,712 SH   SOLE   480,712 0 0
SOHU COM LTD SPONSORED ADS 83410S108 2,378 169,539 SH   SOLE   169,539 0 0
EXXON MOBIL CORP COM 30231G102 51,107 665,802 SH   SOLE   665,802 0 0
AGNICO EAGLE MINES LTD COM 008474108 9,545 185,958 SH   SOLE   185,958 0 0
ALCON INC ORD SHS H01301128 10,555 170,773 SH   SOLE   170,773 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 79,509 2,063,274 SH   SOLE   2,063,274 0 0
OCEANEERING INTL INC COM 675232102 19,326 946,213 SH   SOLE   946,213 0 0
DIAMOND OFFSHORE DRILLING IN COM 25271C102 21,380 2,406,222 SH   SOLE   2,406,222 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 79,647 14,697,207 SH   SOLE   14,697,207 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 38,288 391,430 SH   SOLE   391,430 0 0
COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 559 33,500 SH   SOLE   33,500 0 0
MARVELL TECHNOLOGY GROUP ORD SHS G5876H105 601 25,132 SH   SOLE   25,132 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3,861 123,895 SH   SOLE   123,895 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,128 79,651 SH   SOLE   79,651 0 0
MERCADOLIBRE INC COM 58733R102 6,899 11,258 SH   SOLE   11,258 0 0
AMAZON COM INC COM 023135106 6,134 3,234 SH   SOLE   3,234 0 0
CREDICORP LTD COM G2519Y108 5,994 26,139 SH   SOLE   26,139 0 0
ILLUMINA INC COM 452327109 1,467 3,978 SH   SOLE   3,978 0 0
MASCO CORP COM 574599106 11,603 295,190 SH   SOLE   295,190 0 0
MARSH & MCLENNAN COS INC COM 571748102 5,887 58,913 SH   SOLE   58,913 0 0
GILEAD SCIENCES INC COM 375558103 5,622 83,072 SH   SOLE   83,072 0 0
MICROSOFT CORP COM 594918104 17,990 134,064 SH   SOLE   134,064 0 0
PARSLEY ENERGY INC CL A 701877102 6,845 359,449 SH   SOLE   359,449 0 0
LOCKHEED MARTIN CORP COM 539830109 11,280 30,975 SH   SOLE   30,975 0 0
FACEBOOK INC CL A 30303M102 19,624 101,508 SH   SOLE   101,508 0 0
US FOODS HLDG CORP COM 912008109 13,346 372,580 SH   SOLE   372,580 0 0
CHUBB LIMITED COM H1467J104 4,846 32,842 SH   SOLE   32,842 0 0
ALPHABET INC CAP STK CL A 02079K305 19,588 18,059 SH   SOLE   18,059 0 0
EQUIFAX INC COM 294429105 7,208 53,209 SH   SOLE   53,209 0 0
BWX TECHNOLOGIES INC COM 05605H100 4,927 94,410 SH   SOLE   94,410 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 9,191 144,737 SH   SOLE   144,737 0 0
CACI INTL INC CL A 127190304 4,552 22,213 SH   SOLE   22,213 0 0
WILLIS TOWERS WATSON PUB LTD SHS G96629103 4,789 24,959 SH   SOLE   24,959 0 0
ANTHEM INC COM 036752103 7,445 26,337 SH   SOLE   26,337 0 0
JPMORGAN CHASE & CO COM 46625H100 6,189 55,267 SH   SOLE   55,267 0 0
T MOBILE US INC COM 872590104 16,030 215,848 SH   SOLE   215,848 0 0
AON PLC SHS CL A G0408V102 12,435 64,329 SH   SOLE   64,329 0 0
LKQ CORP COM 501889208 3,957 148,439 SH   SOLE   148,439 0 0
AMERICAN ELEC PWR CO INC COM 025537101 6,553 74,335 SH   SOLE   74,335 0 0
PFIZER INC COM 717081103 10,172 234,409 SH   SOLE   234,409 0 0
KROGER CO COM 501044101 1,380 63,470 SH   SOLE   63,470 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,245 235,616 SH   SOLE   235,616 0 0
BAIDU INC SPON ADR REP A 056752108 832 7,079 SH   SOLE   7,079 0 0
BANCO MACRO SA SPON ADR B 05961W105 489 6,698 SH   SOLE   6,698 0 0
SEATTLE GENETICS INC COM 812578102 640 9,238 SH   SOLE   9,238 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 439 17,690 SH   SOLE   17,690 0 0
COPA HOLDINGS SA CL A P31076105 1,013 10,366 SH   SOLE   10,366 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,546 78,004 SH   SOLE   78,004 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 4,116 111,315 SH   SOLE   111,315 0 0
PEPSICO INC COM 713448108 449 3,417 SH   SOLE   3,417 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 127 3,336 SH   SOLE   3,336 0 0
ELECTRONIC ARTS INC COM 285512109 5,239 51,649 SH   SOLE   51,649 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,388 64,964 SH   SOLE   64,964 0 0
VIACOM INC NEW CL B 92553P201 5,100 170,449 SH   SOLE   170,449 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 15,695 182,313 SH   SOLE   182,313 0 0
MOSAIC CO NEW COM 61945C103 26,647 1,062,787 SH   SOLE   1,062,787 0 0
FISERV INC COM 337738108 13,255 145,151 SH   SOLE   145,151 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 6,597 63,555 SH   SOLE   63,555 0 0
AMDOCS LTD SHS G02602103 8,413 135,260 SH   SOLE   135,260 0 0
HOLOGIC INC COM 436440101 3,489 72,535 SH   SOLE   72,535 0 0
MOHAWK INDS INC COM 608190104 4,520 30,600 SH   SOLE   30,600 0 0
DOLLAR GEN CORP NEW COM 256677105 10,684 78,916 SH   SOLE   78,916 0 0
WELLS FARGO CO NEW COM 949746101 4,274 90,167 SH   SOLE   90,167 0 0
ALASKA AIR GROUP INC COM 011659109 5,549 86,681 SH   SOLE   86,681 0 0
EVEREST RE GROUP LTD COM G3223R108 10,618 42,883 SH   SOLE   42,883 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 10,529 158,757 SH   SOLE   158,757 0 0
CHEVRON CORP NEW COM 166764100 11,983 96,131 SH   SOLE   96,131 0 0
TRANSOCEAN LTD REG SHS H8817H100 9,016 1,404,108 SH   SOLE   1,404,108 0 0
CAMECO CORP COM 13321L108 15,320 1,425,361 SH   SOLE   1,425,361 0 0
FREEPORT-MCMORAN INC CL B 35671D857 5,952 511,800 SH   SOLE   511,800 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 25,361 632,627 SH   SOLE   632,627 0 0
SIBANYE STILLWATER SPONSORED ADR 825724206 20,411 4,289,712 SH   SOLE   4,289,712 0 0
GRUBHUB INC COM 400110102 735 9,412 SH   SOLE   9,412 0 0
SMITH A O CORP COM 831865209 1,532 32,432 SH   SOLE   32,432 0 0
D R HORTON INC COM 23331A109 1,634 37,826 SH   SOLE   37,826 0 0
IPG PHOTONICS CORP COM 44980X109 1,630 10,552 SH   SOLE   10,552 0 0
CDK GLOBAL INC COM 12508E101 1,423 28,742 SH   SOLE   28,742 0 0
COHERENT INC COM 192479103 1,709 12,511 SH   SOLE   12,511 0 0
MICRON TECHNOLOGY INC COM 595112103 1,930 49,921 SH   SOLE   49,921 0 0