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 1,834 37,645 SH   SOLE   37,645 0 0
ABIOMED INC COM 003654100 626 4,305 SH   SOLE   4,305 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,097 18,440 SH   SOLE   18,440 0 0
ADOBE INC COM 00724F101 1,130 3,536 SH   SOLE   3,536 0 0
AECOM COM 00766T100 671 22,756 SH   SOLE   22,756 0 0
ALARM COM HLDGS INC COM 011642105 561 14,407 SH   SOLE   14,407 0 0
ALASKA AIR GROUP INC COM 011659109 680 23,671 SH   SOLE   23,671 0 0
ALIGN TECHNOLOGY INC COM 016255101 428 2,464 SH   SOLE   2,464 0 0
ALLIANCE DATA SYSTEMS CORP COM 018581108 226 6,747 SH   SOLE   6,747 0 0
ALPHABET INC CAP STK CL A 02079K305 905 777 SH   SOLE   777 0 0
ALTERYX INC COM CL A 02156B103 1,600 16,720 SH   SOLE   16,720 0 0
AMAZON COM INC COM 023135106 3,503 1,774 SH   SOLE   1,774 0 0
AMERIPRISE FINL INC COM 03076C106 764 7,320 SH   SOLE   7,320 0 0
AMERISOURCEBERGEN CORP COM 03073E105 618 6,895 SH   SOLE   6,895 0 0
AMGEN INC COM 031162100 4,879 23,899 SH   SOLE   23,899 0 0
ANAPLAN INC COM 03272L108 364 12,211 SH   SOLE   12,211 0 0
APPLE INC COM 037833100 695 2,716 SH   SOLE   2,716 0 0
ARISTA NETWORKS INC COM 040413106 870 4,261 SH   SOLE   4,261 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 210 7,482 SH   SOLE   7,482 0 0
ATLASSIAN CORP PLC CL A G06242104 1,128 8,086 SH   SOLE   8,086 0 0
AVALARA INC COM 05338G106 591 7,692 SH   SOLE   7,692 0 0
AVALONBAY CMNTYS INC COM 053484101 296 2,026 SH   SOLE   2,026 0 0
BAOZUN INC SPONSORED ADR 06684L103 473 17,113 SH   SOLE   17,113 0 0
BIOGEN INC COM 09062X103 1,148 3,635 SH   SOLE   3,635 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 225 50,188 SH   SOLE   50,188 0 0
BOEING CO COM 097023105 800 5,258 SH   SOLE   5,258 0 0
BP PLC SPONSORED ADR 055622104 501 20,526 SH   SOLE   20,526 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,396 24,953 SH   SOLE   24,953 0 0
CABOT CORP COM 127055101 452 17,455 SH   SOLE   17,455 0 0
CARDINAL HEALTH INC COM 14149Y108 1,288 26,878 SH   SOLE   26,878 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 521 38,311 SH   SOLE   38,311 0 0
CATERPILLAR INC DEL COM 149123101 1,793 15,415 SH   SOLE   15,415 0 0
CAVCO INDS INC DEL COM 149568107 735 5,087 SH   SOLE   5,087 0 0
CIGNA CORP NEW COM 125523100 1,072 6,045 SH   SOLE   6,045 0 0
CISCO SYS INC COM 17275R102 1,299 32,634 SH   SOLE   32,634 0 0
COMCAST CORP NEW CL A 20030N101 1,109 31,777 SH   SOLE   31,777 0 0
CORTEVA INC COM 22052L104 1,046 43,842 SH   SOLE   43,842 0 0
COSTAR GROUP INC COM 22160N109 859 1,446 SH   SOLE   1,446 0 0
COTY INC COM CL A 222070203 454 86,773 SH   SOLE   86,773 0 0
CREDIT ACCEP CORP MICH COM 225310101 221 835 SH   SOLE   835 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,539 27,235 SH   SOLE   27,235 0 0
CUMMINS INC COM 231021106 247 1,800 SH   SOLE   1,800 0 0
CVS HEALTH CORP COM 126650100 832 14,013 SH   SOLE   14,013 0 0
DISCOVERY INC COM SER A 25470F104 307 8,523 SH   SOLE   8,523 0 0
DISCOVERY INC COM SER A 25470F104 861 43,794 SH   SOLE   43,794 0 0
DISNEY WALT CO COM DISNEY 254687106 2,017 20,645 SH   SOLE   20,645 0 0
DOCUSIGN INC COM 256163106 975 10,593 SH   SOLE   10,593 0 0
ELASTIC N V ORD SHS N14506104 1,112 19,850 SH   SOLE   19,850 0 0
ELECTRONIC ARTS INC COM 285512109 295 2,926 SH   SOLE   2,926 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 508 36,763 SH   SOLE   36,763 0 0
FACEBOOK INC CL A 30303M102 672 3,985 SH   SOLE   3,985 0 0
FEDEX CORP COM 31428X106 3,936 32,500 SH   SOLE   32,500 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 557 4,560 SH   SOLE   4,560 0 0
FIRST SOLAR INC COM 336433107 603 16,630 SH   SOLE   16,630 0 0
FORMFACTOR INC COM 346375108 1,063 52,559 SH   SOLE   52,559 0 0
FOX CORP CL A COM 35137L105 302 12,643 SH   SOLE   12,643 0 0
GENTEX CORP COM 371901109 607 27,026 SH   SOLE   27,026 0 0
GILEAD SCIENCES INC COM 375558103 1,841 24,670 SH   SOLE   24,670 0 0
GPO AEROPORTUARIO DEL PAC SA SPON ADR B 400506101 701 12,716 SH   SOLE   12,716 0 0
GRAFTECH INTL LTD COM 384313508 386 47,981 SH   SOLE   47,981 0 0
HI CRUSH INC COM 428337109 20 80,342 SH   SOLE   80,342 0 0
HOLLYSYS AUTOMATION TECHNOLO SHS G45667105 686 53,310 SH   SOLE   53,310 0 0
HOUSTON WIRE & CABLE CO COM 44244K109 22 10,000 SH   SOLE   10,000 0 0
IHS MARKIT LTD SHS G47567105 1,122 18,773 SH   SOLE   18,773 0 0
INFOSYS LTD SPONSORED ADR 456788108 363 43,521 SH   SOLE   43,521 0 0
INOGEN INC COM 45780L104 1,093 21,267 SH   SOLE   21,267 0 0
JACOBS ENGR GROUP INC COM 469814107 3,245 40,465 SH   SOLE   40,465 0 0
JPMORGAN CHASE & CO COM 46625H100 1,739 19,149 SH   SOLE   19,149 0 0
KLA CORPORATION COM NEW 482480100 1,118 7,567 SH   SOLE   7,567 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 706 3,885 SH   SOLE   3,885 0 0
LAM RESEARCH CORP COM 512807108 1,051 4,250 SH   SOLE   4,250 0 0
LANNET INC COM 516012101 253 35,908 SH   SOLE   35,908 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 1,357 81,482 SH   SOLE   81,482 0 0
LKQ CORP COM 501889208 883 42,565 SH   SOLE   42,565 0 0
MACERICH CO COM 554382101 143 25,495 SH   SOLE   25,495 0 0
MADISON SQUARE GARDEN CO NEW CL A 55825T103 452 2,108 SH   SOLE   2,108 0 0
MARATHON PETE CORP COM 56585A102 905 38,808 SH   SOLE   38,808 0 0
MASTEC INC COM 576323109 457 13,986 SH   SOLE   13,986 0 0
MCKESSON CORP COM 58155Q103 921 6,679 SH   SOLE   6,679 0 0
MERCK & CO. INC COM 58933Y105 247 3,208 SH   SOLE   3,208 0 0
MEREDITH CORP COM 589433101 281 23,512 SH   SOLE   23,512 0 0
MICRON TECHNOLOGY INC COM 595112103 1,028 23,815 SH   SOLE   23,815 0 0
MOMO INC ADR 60879B107 492 22,652 SH   SOLE   22,652 0 0
NETAPP INC COM 64110D104 451 10,664 SH   SOLE   10,664 0 0
NEW RELIC INC COM 64829B100 550 11,837 SH   SOLE   11,837 0 0
NEWMONT CORP COM 651639106 2,084 44,706 SH   SOLE   44,706 0 0
NORDSTROM INC COM 655664100 271 17,396 SH   SOLE   17,396 0 0
NUTANIX INC CL A 67059N108 738 45,545 SH   SOLE   45,545 0 0
NUVASIVE INC COM 670704105 1,228 24,164 SH   SOLE   24,164 0 0
NXP SEMICONDUCTORS N V COM N6596X109 486 5,812 SH   SOLE   5,812 0 0
OCCIDENTAL PETE CORP COM 674599105 408 35,748 SH   SOLE   35,748 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 1,158 8,800 SH   SOLE   8,800 0 0
ON SEMICONDUCTOR CORP COM 682189105 5,339 424,628 SH   SOLE   424,628 0 0
OPERA LTD SPONSORED ADS 68373M107 91 17,000 SH   SOLE   17,000 0 0
ORACLE CORP COM 68389X105 503 10,254 SH   SOLE   10,254 0 0
OWENS CORNING NEW COM 690742101 1,562 39,957 SH   SOLE   39,957 0 0
PEGASYSTEMS INC COM 705573103 388 5,401 SH   SOLE   5,401 0 0
PRICE T ROWE GROUP INC COM 74144T108 668 6,832 SH   SOLE   6,832 0 0
PROGRESSIVE CORP OHIO COM 743315103 593 7,869 SH   SOLE   7,869 0 0
PROS HOLDINGS INC COM 74346Y103 295 9,522 SH   SOLE   9,522 0 0
PURE STORAGE INC CL A 74624M102 527 42,330 SH   SOLE   42,330 0 0
QUANTA SVCS INC COM 74762E102 465 14,500 SH   SOLE   14,500 0 0
RAYTHEON CO COM NEW 755111507 947 7,068 SH   SOLE   7,068 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,531 3,154 SH   SOLE   3,154 0 0
RH COM 74967X103 236 2,286 SH   SOLE   2,286 0 0
ROKU INC COM CL A 77543R102 216 2,390 SH   SOLE   2,390 0 0
SAP SE SPON ADR 803054204 267 2,385 SH   SOLE   2,385 0 0
SCHWAB CHARLES CORP COM 808513105 801 23,617 SH   SOLE   23,617 0 0
SIMON PPTY GROUP INC NEW COM 828806109 648 11,908 SH   SOLE   11,908 0 0
SKECHERS U S A INC CL A 830566105 872 35,912 SH   SOLE   35,912 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,041 11,418 SH   SOLE   11,418 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 895 33,080 SH   SOLE   33,080 0 0
SPLUNK INC COM 848637104 768 6,103 SH   SOLE   6,103 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 500 4,079 SH   SOLE   4,079 0 0
SQUARE INC CL A 852234103 418 7,988 SH   SOLE   7,988 0 0
STATE STR CORP COM 857477103 435 8,174 SH   SOLE   8,174 0 0
STEEL DYNAMICS INC COM 858119100 528 23,693 SH   SOLE   23,693 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 240 13,776 SH   SOLE   13,776 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 927 19,202 SH   SOLE   19,202 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 272 53,885 SH   SOLE   53,885 0 0
TESLA INC COM 88160R101 996 1,880 SH   SOLE   1,880 0 0
THE TRADE DESK INC COM CL A 88339J105 573 2,966 SH   SOLE   2,966 0 0
TRINSEO S A SHS L9340P101 610 33,819 SH   SOLE   33,819 0 0
TRIPADVISOR INC COM 896945201 925 52,846 SH   SOLE   52,846 0 0
TWILIO INC CL A 90138F102 345 3,756 SH   SOLE   3,756 0 0
TWITTER INC COM 90184L102 636 25,647 SH   SOLE   25,647 0 0
U S CONCRETE INC COM NEW 90333L201 312 17,573 SH   SOLE   17,573 0 0
UBIQUITI INC COM 90353W103 813 5,741 SH   SOLE   5,741 0 0
UNITED RENTALS INC COM 911363109 1,828 17,464 SH   SOLE   17,464 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,104 4,355 SH   SOLE   4,355 0 0
VAIL RESORTS INC COM 91879Q109 847 5,608 SH   SOLE   5,608 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 663 2,791 SH   SOLE   2,791 0 0
VIACOMCBS INC CL B 92556H206 508 35,902 SH   SOLE   35,902 0 0
VISA INC COM CL A 92826C839 1,244 7,534 SH   SOLE   7,534 0 0
VMWARE INC CL A COM 928563402 701 5,676 SH   SOLE   5,676 0 0
WABASH NATL CORP COM 929566107 420 57,521 SH   SOLE   57,521 0 0
WABTEC COM 929740108 740 15,101 SH   SOLE   15,101 0 0
WEIBO CORP SPONSORED ADR 948596101 512 15,442 SH   SOLE   15,442 0 0
XILINX INC COM 983919101 472 5,999 SH   SOLE   5,999 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 767 21,472 SH   SOLE   21,472 0 0
ZSCALER INC COM 98980G102 259 4,241 SH   SOLE   4,241 0 0
ZUORA INC COM CL A 98983V106 175 21,528 SH   SOLE   21,528 0 0