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
58 COM INC SPON ADR REP A 31680Q104 2,817 43,516 SH   SOLE   43,516 0 0
ABIOMED INC COM 003654100 757 4,436 SH   SOLE   4,436 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,090 18,341 SH   SOLE   18,341 0 0
ADOBE INC COM 00724F101 670 2,030 SH   SOLE   2,030 0 0
AECOM COM 00766T100 982 22,776 SH   SOLE   22,776 0 0
ALARM COM HLDGS INC COM 011642105 632 14,703 SH   SOLE   14,703 0 0
ALASKA AIR GROUP INC COM 011659109 1,694 24,998 SH   SOLE   24,998 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 708 6,309 SH   SOLE   6,309 0 0
ALPHABET INC CAP STK CL A 02079K305 777 580 SH   SOLE   580 0 0
ALTERYX INC COM CL A 02156B103 1,563 15,623 SH   SOLE   15,623 0 0
AMAZON COM INC COM 023135106 3,308 1,790 SH   SOLE   1,790 0 0
AMERIPRISE FINL INC COM 03076C106 1,257 7,546 SH   SOLE   7,546 0 0
AMERISOURCEBERGEN CORP COM 03073E105 693 8,148 SH   SOLE   8,148 0 0
AMGEN INC COM 031162100 6,126 25,410 SH   SOLE   25,410 0 0
APPLE INC COM 037833100 768 2,616 SH   SOLE   2,616 0 0
ARISTA NETWORKS INC COM 040413106 701 3,447 SH   SOLE   3,447 0 0
ATLASSIAN CORP PLC CL A G06242104 1,023 8,497 SH   SOLE   8,497 0 0
AVALARA INC COM 05338G106 300 4,090 SH   SOLE   4,090 0 0
BAOZUN INC SPONSORED ADR 06684L103 571 17,237 SH   SOLE   17,237 0 0
BIOGEN INC COM 09062X103 794 2,677 SH   SOLE   2,677 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 653 51,313 SH   SOLE   51,313 0 0
BOEING CO COM 097023105 1,707 5,241 SH   SOLE   5,241 0 0
BOOKING HLDGS INC COM 09857L108 261 127 SH   SOLE   127 0 0
BP PLC SPONSORED ADR 055622104 758 20,077 SH   SOLE   20,077 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 1,386 21,587 SH   SOLE   21,587 0 0
CABOT CORP COM 127055101 901 18,950 SH   SOLE   18,950 0 0
CARDINAL HEALTH INC COM 14149Y108 564 11,156 SH   SOLE   11,156 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 1,319 25,940 SH   SOLE   25,940 0 0
CATERPILLAR INC DEL COM 149123101 1,205 8,158 SH   SOLE   8,158 0 0
CAVCO INDS INC DEL COM 149568107 1,019 5,216 SH   SOLE   5,216 0 0
CENTURYLINK INC COM 156700106 572 43,320 SH   SOLE   43,320 0 0
CIGNA CORP NEW COM 125523100 936 4,579 SH   SOLE   4,579 0 0
CISCO SYS INC COM 17275R102 1,861 38,809 SH   SOLE   38,809 0 0
CITRIX SYS INC COM 177376100 332 2,997 SH   SOLE   2,997 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 665 10,722 SH   SOLE   10,722 0 0
COMCAST CORP NEW CL A 20030N101 777 17,271 SH   SOLE   17,271 0 0
CONDUENT INC COM 206787103 107 17,208 SH   SOLE   17,208 0 0
CORTEVA INC COM 22052L104 1,309 44,285 SH   SOLE   44,285 0 0
COSTAR GROUP INC COM 22160N109 734 1,227 SH   SOLE   1,227 0 0
COTY INC COM CL A 222070203 1,053 93,638 SH   SOLE   93,638 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,385 27,774 SH   SOLE   27,774 0 0
CSX CORP COM 126408103 623 8,606 SH   SOLE   8,606 0 0
CUMMINS INC COM 231021106 319 1,780 SH   SOLE   1,780 0 0
CVS HEALTH CORP COM 126650100 655 8,818 SH   SOLE   8,818 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 327 5,591 SH   SOLE   5,591 0 0
DISCOVERY INC COM SER A 25470F104 1,420 43,366 SH   SOLE   43,366 0 0
DISNEY WALT CO COM DISNEY 254687106 2,933 20,281 SH   SOLE   20,281 0 0
DOCUSIGN INC COM 256163106 753 10,156 SH   SOLE   10,156 0 0
ELASTIC N V ORD SHS N14506104 1,132 17,599 SH   SOLE   17,599 0 0
ELECTRONIC ARTS INC COM 285512109 315 2,926 SH   SOLE   2,926 0 0
ENPRO INDS INC COM 29355X107 623 9,316 SH   SOLE   9,316 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 682 24,234 SH   SOLE   24,234 0 0
EXXON MOBIL CORP COM 30231G102 209 3,000 SH   SOLE   3,000 0 0
FACEBOOK INC CL A 30303M102 812 3,955 SH   SOLE   3,955 0 0
FEDEX CORP COM 31428X106 4,969 32,864 SH   SOLE   32,864 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 466 3,351 SH   SOLE   3,351 0 0
FIRST SOLAR INC COM 336433107 960 17,149 SH   SOLE   17,149 0 0
FORMFACTOR INC COM 346375108 1,456 56,059 SH   SOLE   56,059 0 0
FOX CORP CL A COM 35137L105 537 14,487 SH   SOLE   14,487 0 0
GENTEX CORP COM 371901109 775 26,748 SH   SOLE   26,748 0 0
GILEAD SCIENCES INC COM 375558103 1,209 18,607 SH   SOLE   18,607 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 1,418 11,959 SH   SOLE   11,959 0 0
GRAFTECH INTL LTD COM 384313508 563 48,450 SH   SOLE   48,450 0 0
HABIT RESTAURANTS INC COM CL A 40449J103 147 14,066 SH   SOLE   14,066 0 0
HI CRUSH INC COM 428337109 73 82,959 SH   SOLE   82,959 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 880 53,610 SH   SOLE   53,610 0 0
HOUSTON WIRE & CABLE CO COM 44244K109 44 10,000 SH   SOLE   10,000 0 0
HUNTSMAN CORP COM 447011107 1,065 44,087 SH   SOLE   44,087 0 0
IHS MARKIT LTD SHS G47567105 1,429 18,959 SH   SOLE   18,959 0 0
INFOSYS LTD SPONSORED ADR 456788108 539 52,267 SH   SOLE   52,267 0 0
INOGEN INC COM 45780L104 1,027 15,029 SH   SOLE   15,029 0 0
ISHARES TR CORE S&P500 ETF 464287200 254 785 SH   SOLE   785 0 0
JACOBS ENGR GROUP INC COM 469814107 3,643 40,550 SH   SOLE   40,550 0 0
JPMORGAN CHASE & CO COM 46625H100 2,657 19,058 SH   SOLE   19,058 0 0
KLA CORPORATION COM NEW 482480100 1,382 7,759 SH   SOLE   7,759 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 733 3,702 SH   SOLE   3,702 0 0
LAM RESEARCH CORP COM 512807108 1,486 5,081 SH   SOLE   5,081 0 0
LANNET INC COM 516012101 290 32,858 SH   SOLE   32,858 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 1,520 66,858 SH   SOLE   66,858 0 0
LKQ CORP COM 501889208 932 26,104 SH   SOLE   26,104 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 626 2,129 SH   SOLE   2,129 0 0
MARATHON PETE CORP COM 56585A102 2,111 35,039 SH   SOLE   35,039 0 0
MASTEC INC COM 576323109 891 13,886 SH   SOLE   13,886 0 0
MCKESSON CORP COM 58155Q103 927 6,703 SH   SOLE   6,703 0 0
MICRON TECHNOLOGY INC COM 595112103 1,285 23,887 SH   SOLE   23,887 0 0
MOMO INC ADR 60879B107 428 12,774 SH   SOLE   12,774 0 0
NEW RELIC INC COM 64829B100 533 8,113 SH   SOLE   8,113 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 1,965 45,226 SH   SOLE   45,226 0 0
NORDSTROM INC COM 655664100 673 16,431 SH   SOLE   16,431 0 0
NUTANIX INC CL A 67059N108 1,475 47,193 SH   SOLE   47,193 0 0
NUVASIVE INC COM 670704105 1,913 24,735 SH   SOLE   24,735 0 0
NVIDIA CORP COM 67066G104 996 4,231 SH   SOLE   4,231 0 0
NXP SEMICONDUCTORS N V COM N6596X109 740 5,812 SH   SOLE   5,812 0 0
OCCIDENTAL PETE CORP COM 674599105 1,479 35,884 SH   SOLE   35,884 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 1,171 6,169 SH   SOLE   6,169 0 0
ON SEMICONDUCTOR CORP COM 682189105 10,623 435,743 SH   SOLE   435,743 0 0
OPERA LTD SPONSORED ADS 68373M107 111 12,000 SH   SOLE   12,000 0 0
ORACLE CORP COM 68389X105 540 10,196 SH   SOLE   10,196 0 0
OWENS CORNING NEW COM 690742101 2,611 40,088 SH   SOLE   40,088 0 0
PRICE T ROWE GROUP INC COM 74144T108 869 7,134 SH   SOLE   7,134 0 0
PROGRESSIVE CORP OHIO COM 743315103 574 7,924 SH   SOLE   7,924 0 0
PURE STORAGE INC CL A 74624M102 730 42,644 SH   SOLE   42,644 0 0
QURATE RETAIL INC COM SER A 74915M100 657 77,945 SH   SOLE   77,945 0 0
RAYTHEON CO COM NEW 755111507 977 4,446 SH   SOLE   4,446 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,184 3,154 SH   SOLE   3,154 0 0
ROKU INC COM CL A 77543R102 254 1,900 SH   SOLE   1,900 0 0
SAP SE SPON ADR 803054204 329 2,452 SH   SOLE   2,452 0 0
SIMON PPTY GROUP INC NEW COM 828806109 828 5,556 SH   SOLE   5,556 0 0
SKECHERS U S A INC CL A 830566105 1,356 31,394 SH   SOLE   31,394 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,391 11,507 SH   SOLE   11,507 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 247 2,600 SH   SOLE   2,600 0 0
SPLUNK INC COM 848637104 900 6,008 SH   SOLE   6,008 0 0
SQUARE INC CL A 852234103 504 8,057 SH   SOLE   8,057 0 0
STATE STR CORP COM 857477103 650 8,223 SH   SOLE   8,223 0 0
STEEL DYNAMICS INC COM 858119100 827 24,292 SH   SOLE   24,292 0 0
STERLING CONSTRUCTION CO INC COM 859241101 258 18,346 SH   SOLE   18,346 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 341 14,374 SH   SOLE   14,374 0 0
SYNOPSYS INC COM 871607107 1,006 7,228 SH   SOLE   7,228 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,153 19,852 SH   SOLE   19,852 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 852 57,832 SH   SOLE   57,832 0 0
TAUBMAN CTRS INC COM 876664103 1,096 35,268 SH   SOLE   35,268 0 0
TECH DATA CORP COM 878237106 1,297 9,032 SH   SOLE   9,032 0 0
TESLA INC COM 88160R101 643 1,538 SH   SOLE   1,538 0 0
THE CHARLES SCHWAB CORPORATI COM 808513105 296 6,234 SH   SOLE   6,234 0 0
THE TRADE DESK INC COM CL A 88339J105 745 2,866 SH   SOLE   2,866 0 0
TOLL BROTHERS INC COM 889478103 773 19,559 SH   SOLE   19,559 0 0
TRINSEO S A SHS L9340P101 1,393 37,439 SH   SOLE   37,439 0 0
TRIPADVISOR INC COM 896945201 1,642 54,040 SH   SOLE   54,040 0 0
TWILIO INC CL A 90138F102 369 3,756 SH   SOLE   3,756 0 0
TWITTER INC COM 90184L102 831 25,927 SH   SOLE   25,927 0 0
U S CONCRETE INC COM NEW 90333L201 717 17,213 SH   SOLE   17,213 0 0
UBIQUITI INC COM 90353W103 388 2,053 SH   SOLE   2,053 0 0
UNION PACIFIC CORP COM 907818108 217 1,200 SH   SOLE   1,200 0 0
UNITED RENTALS INC COM 911363109 2,907 17,429 SH   SOLE   17,429 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,078 3,666 SH   SOLE   3,666 0 0
VAIL RESORTS INC COM 91879Q109 1,356 5,655 SH   SOLE   5,655 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 810 3,698 SH   SOLE   3,698 0 0
VIACOMCBS INC CL B 92556H206 1,158 27,598 SH   SOLE   27,598 0 0
VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 2,885 116,979 SH   SOLE   116,979 0 0
VISA INC COM CL A 92826C839 1,234 6,566 SH   SOLE   6,566 0 0
VMWARE INC CL A COM 928563402 559 3,681 SH   SOLE   3,681 0 0
WABASH NATL CORP COM 929566107 840 57,188 SH   SOLE   57,188 0 0
WABTEC CORP COM 929740108 638 8,205 SH   SOLE   8,205 0 0
WEIBO CORP SPONSORED ADR 948596101 723 15,596 SH   SOLE   15,596 0 0
XILINX INC COM 983919101 577 5,899 SH   SOLE   5,899 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 990 21,547 SH   SOLE   21,547 0 0
ZUORA INC COM CL A 98983V106 292 20,377 SH   SOLE   20,377 0 0