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
EBAY INC. COM 278642103 61,612 1,005,717 SH   SOLE   1,005,717 0 0
EQUIFAX INC COM 294429105 109,609 604,921 SH   SOLE   604,921 0 0
BARRICK GOLD CORP COM 067901108 35,959 1,815,470 SH   SOLE   1,815,470 0 0
ETSY INC COM 29786A106 12,136 60,154 SH   SOLE   60,154 0 0
NEWMONT CORP COM 651639106 65,516 1,086,645 SH   SOLE   1,086,645 0 0
NXP SEMICONDUCTORS N V COM N6596X109 80,522 399,787 SH   SOLE   399,787 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 10,518 751,010 SH   SOLE   751,010 0 0
SEA LTD SPONSORED ADS 81141R100 846 3,790 SH   SOLE   3,790 0 0
COPA HOLDINGS SA CL A P31076105 5,348 66,177 SH   SOLE   66,177 0 0
SOCIEDAD QUIMICA Y MINERA DE RIGHT 04/19/2021 833636111 88 28,487 SH   SOLE   28,487 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,474 121,699 SH   SOLE   121,699 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 16,335 338,208 SH   SOLE   338,208 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11,554 65,366 SH   SOLE   65,366 0 0
FRONTDOOR INC COM 35905A109 31,893 593,139 SH   SOLE   593,139 0 0
ON SEMICONDUCTOR CORP COM 682189105 21,991 528,312 SH   SOLE   528,312 0 0
MGM RESORTS INTERNATIONAL COM 552953101 15,751 414,454 SH   SOLE   414,454 0 0
FISERV INC COM 337738108 94,659 794,900 SH   SOLE   794,900 0 0
VIACOMCBS INC CL B 92556H206 6,505 144,188 SH   SOLE   144,188 0 0
ALPHABET INC CAP STK CL A 02079K305 30,118 14,597 SH   SOLE   14,597 0 0
FACEBOOK INC CL A 30303M102 36,549 124,046 SH   SOLE   124,046 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 5,301 62,595 SH   SOLE   62,595 0 0
FREEPORT-MCMORAN INC CL B 35671D857 23,554 715,008 SH   SOLE   715,008 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 26,032 162,558 SH   SOLE   162,558 0 0
TRIP COM GROUP LTD ADS 89677Q107 8,846 223,126 SH   SOLE   223,126 0 0
SEAGEN INC COM 81181C104 934 6,727 SH   SOLE   6,727 0 0
NVIDIA CORPORATION COM 67066G104 7,125 13,339 SH   SOLE   13,339 0 0
BANCO MACRO SA SPON ADR B 05961W105 124 9,308 SH   SOLE   9,308 0 0
ELECTRONIC ARTS INC COM 285512109 25,042 184,924 SH   SOLE   184,924 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 969 19,784 SH   SOLE   19,784 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 696 22,028 SH   SOLE   22,028 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 8,113 152,811 SH   SOLE   152,811 0 0
CREDICORP LTD COM G2519Y108 6,125 44,829 SH   SOLE   44,829 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,620 140,462 SH   SOLE   140,462 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,253 13,507 SH   SOLE   13,507 0 0
AMAZON COM INC COM 023135106 27,312 8,824 SH   SOLE   8,824 0 0
ILLUMINA INC COM 452327109 2,128 5,538 SH   SOLE   5,538 0 0
MERCADOLIBRE INC COM 58733R102 11,513 7,818 SH   SOLE   7,818 0 0
ALCON AG ORD SHS H01301128 2,719 38,758 SH   SOLE   38,758 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,276 172,542 SH   SOLE   172,542 0 0
XPO LOGISTICS INC COM 983793100 16,341 132,479 SH   SOLE   132,479 0 0
FORTINET INC COM 34959E109 4,808 26,063 SH   SOLE   26,063 0 0
AON PLC SHS CL A G0403H108 20,316 88,255 SH   SOLE   88,255 0 0
GRAND CANYON ED INC COM 38526M106 9,828 91,730 SH   SOLE   91,730 0 0
MERCK & CO. INC COM 58933Y105 5,874 76,165 SH   SOLE   76,165 0 0
CROWN HLDGS INC COM 228368106 20,492 211,095 SH   SOLE   211,095 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 7,743 41,066 SH   SOLE   41,066 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 12,328 176,609 SH   SOLE   176,609 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 8,454 115,709 SH   SOLE   115,709 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 20,775 710,250 SH   SOLE   710,250 0 0
MICROSOFT CORP COM 594918104 30,796 130,571 SH   SOLE   130,571 0 0
US FOODS HLDG CORP COM 912008109 24,051 630,707 SH   SOLE   630,707 0 0
BWX TECHNOLOGIES INC COM 05605H100 17,116 259,482 SH   SOLE   259,482 0 0
CBOE GLOBAL MKTS INC COM 12503M108 6,347 64,294 SH   SOLE   64,294 0 0
GARTNER INC COM 366651107 8,221 45,017 SH   SOLE   45,017 0 0
IAA INC COM 449253103 8,828 160,036 SH   SOLE   160,036 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 8,304 415,029 SH   SOLE   415,029 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 9,103 327,925 SH   SOLE   327,925 0 0
BOSTON SCIENTIFIC CORP COM 101137107 8,413 217,587 SH   SOLE   217,587 0 0
ANTHEM INC COM 036752103 23,869 66,473 SH   SOLE   66,473 0 0
T-MOBILE US INC COM 872590104 4,592 36,635 SH   SOLE   36,635 0 0
MICRON TECHNOLOGY INC COM 595112103 18,874 213,889 SH   SOLE   213,889 0 0
SCHWAB CHARLES CORP C OM 808513105 13,033 199,874 SH   SOLE   199,874 0 0
MEDTRONIC PLC SHS G5960L103 23,642 200,060 SH   SOLE   200,060 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 121 2,244 SH   SOLE   2,244 0 0
BARRICK GOLD CORP COM 067901108 461 23,221 SH   SOLE   23,221 0 0
INTEL CORP COM 458140100 8,768 136,950 SH   SOLE   136,950 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209 12,474 243,778 SH   SOLE   243,778 0 0
HOST HOTELS & RESORTS INC COM 44107P104 11,399 676,257 SH   SOLE   676,257 0 0
CAMECO CORP COM 13321L108 5,854 352,281 SH   SOLE   352,281 0 0
VORNADO RLTY TR SH BEN INT 929042109 10,966 241,518 SH   SOLE   241,518 0 0
CITIGROUP INC COM NEW 172967424 15,708 215,846 SH   SOLE   215,846 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 8,828 247,253 SH   SOLE   247,253 0 0
EXXON MOBIL CORP COM 30231G102 9,624 172,318 SH   SOLE   172,318 0 0
TOTAL SE SPONSORED ADS 89151E109 8,985 192,981 SH   SOLE   192,981 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 11,844 88,847 SH   SOLE   88,847 0 0
EQUINOR ASA SPONSORED ADR 29446M102 8,132 417,751 SH   SOLE   417,751 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 8,060 848,964 SH   SOLE   848,964 0 0
VIATRIS INC COM 92556V106 7,969 570,202 SH   SOLE   570,202 0 0
CARDINAL HEALTH INC COM 14149Y108 12,412 204,241 SH   SOLE   204,241 0 0
CNH INDL N V SHS N20944109 6,364 411,247 SH   SOLE   411,247 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 6,727 253,359 SH   SOLE   253,359 0 0
PFIZER INC COM 717081103 11,366 313,611 SH   SOLE   313,611 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 8,603 233,496 SH   SOLE   233,496 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 9,009 504,249 SH   SOLE   504,249 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 9,446 70,787 SH   SOLE   70,787 0 0
KRAFT HEINZ CO COM 500754106 5,966 149,085 SH   SOLE   149,085 0 0