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
ABIOMED INC COM 003654100 1,022 4,231 SH   SOLE   4,231 0 0
ACTIVISION BLIZZARD INC COM 00507V109 1,387 18,274 SH   SOLE   18,274 0 0
ADOBE INC COM 00724F101 1,539 3,536 SH   SOLE   3,536 0 0
AECOM COM 00766T100 859 22,856 SH   SOLE   22,856 0 0
ALASKA AIR GROUP INC COM 011659109 851 23,476 SH   SOLE   23,476 0 0
ALIGN TECHNOLOGY INC COM 016255101 676 2,464 SH   SOLE   2,464 0 0
ALPHABET INC CAP STK CL A 02079K305 1,102 777 SH   SOLE   777 0 0
ALTERYX INC COM CL A 02156B103 3,149 19,170 SH   SOLE   19,170 0 0
AMAZON COM INC COM 023135106 4,776 1,731 SH   SOLE   1,731 0 0
AMERIPRISE FINL INC COM 03076C106 1,097 7,314 SH   SOLE   7,314 0 0
AMERISOURCEBERGEN CORP COM 03073E105 707 7,020 SH   SOLE   7,020 0 0
AMGEN INC COM 031162100 5,429 23,016 SH   SOLE   23,016 0 0
ANAPLAN INC COM 03272L108 932 20,560 SH   SOLE   20,560 0 0
ANTHEM INC COM 036752103 517 1,966 SH   SOLE   1,966 0 0
APPLE INC COM 037833100 1,002 2,747 SH   SOLE   2,747 0 0
ARISTA NETWORKS INC COM 040413106 900 4,286 SH   SOLE   4,286 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 315 7,303 SH   SOLE   7,303 0 0
ATLASSIAN CORP PLC CL A G06242104 1,391 7,718 SH   SOLE   7,718 0 0
AVALONBAY CMNTYS INC COM 053484101 608 3,931 SH   SOLE   3,931 0 0
BAOZUN INC SPONSORED ADR 06684L103 910 23,666 SH   SOLE   23,666 0 0
BIOGEN INC COM 09062X103 1,796 6,712 SH   SOLE   6,712 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 307 47,287 SH   SOLE   47,287 0 0
BOEING CO COM 097023105 960 5,238 SH   SOLE   5,238 0 0
BP PLC SPONSORED ADR 055622104 488 20,926 SH   SOLE   20,926 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 1,471 25,013 SH   SOLE   25,013 0 0
CARDINAL HEALTH INC COM 14149Y108 1,413 27,078 SH   SOLE   27,078 0 0
CARLISLE COS INC COM 142339100 261 2,182 SH   SOLE   2,182 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 683 41,611 SH   SOLE   41,611 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 565 25,412 SH   SOLE   25,412 0 0
CATERPILLAR INC DEL COM 149123101 2,110 16,676 SH   SOLE   16,676 0 0
CAVCO INDS INC DEL COM 149568107 985 5,109 SH   SOLE   5,109 0 0
CENTENE CORP DEL COM 15135B101 358 5,635 SH   SOLE   5,635 0 0
CIGNA CORP NEW COM 125523100 1,136 6,053 SH   SOLE   6,053 0 0
CISCO SYS INC COM 17275R102 1,499 32,143 SH   SOLE   32,143 0 0
COMCAST CORP NEW CL A 20030N101 1,484 37,971 SH   SOLE   37,971 0 0
CORTEVA INC COM 22052L104 1,178 43,967 SH   SOLE   43,967 0 0
COSTAR GROUP INC COM 22160N109 1,025 1,442 SH   SOLE   1,442 0 0
COTY INC COM CL A 222070203 408 91,305 SH   SOLE   91,305 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,650 26,420 SH   SOLE   26,420 0 0
CUMMINS INC COM 231021106 312 1,800 SH   SOLE   1,800 0 0
CVS HEALTH CORP COM 126650100 910 14,013 SH   SOLE   14,013 0 0
DELL TECHNOLOGIES INC CL C 24703L202 1,076 19,591 SH   SOLE   19,591 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 511 18,235 SH   SOLE   18,235 0 0
DISCOVERY INC COM SER A 25470F104 833 16,633 SH   SOLE   16,633 0 0
DISCOVERY INC COM SER A 25470F104 928 43,996 SH   SOLE   43,996 0 0
DISNEY WALT CO COM DISNEY 254687106 2,271 20,368 SH   SOLE   20,368 0 0
ELASTIC N V ORD SHS N14506104 1,818 19,711 SH   SOLE   19,711 0 0
ELECTRONIC ARTS INC COM 285512109 386 2,926 SH   SOLE   2,926 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 645 35,508 SH   SOLE   35,508 0 0
FACEBOOK INC CL A 30303M102 881 3,880 SH   SOLE   3,880 0 0
FEDEX CORP COM 31428X106 4,536 32,349 SH   SOLE   32,349 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 615 4,590 SH   SOLE   4,590 0 0
FORMFACTOR INC COM 346375108 1,542 52,559 SH   SOLE   52,559 0 0
FOX CORP CL A COM 35137L105 332 12,388 SH   SOLE   12,388 0 0
GENTEX CORP COM 371901109 695 26,983 SH   SOLE   26,983 0 0
GILEAD SCIENCES INC COM 375558103 1,909 24,813 SH   SOLE   24,813 0 0
GLU MOBILE INC COM 379890106 255 27,534 SH   SOLE   27,534 0 0
GRAFTECH INTL LTD COM 384313508 377 47,270 SH   SOLE   47,270 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101 926 12,892 SH   SOLE   12,892 0 0
HCA HEALTHCARE INC COM 40412C101 387 3,988 SH   SOLE   3,988 0 0
HEXCEL CORP NEW COM 428291108 493 10,895 SH   SOLE   10,895 0 0
HI-CRUSH PARTNERS LP COM 428337109 5 32,200 SH   SOLE   32,200 0 0
HOLLYSYS AUTOMATION TCHNGY L SHS G45667105 690 51,869 SH   SOLE   51,869 0 0
HYATT HOTELS CORP COM CL A 448579102 508 10,092 SH   SOLE   10,092 0 0
IHS MARKIT LTD SHS G47567105 1,400 18,545 SH   SOLE   18,545 0 0
INFOSYS LTD SPONSORED ADR 456788108 413 42,791 SH   SOLE   42,791 0 0
INOGEN INC COM 45780L104 757 21,310 SH   SOLE   21,310 0 0
INTUIT COM 461202103 209 706 SH   SOLE   706 0 0
JACOBS ENGR GROUP INC COM 469814107 3,387 39,938 SH   SOLE   39,938 0 0
JPMORGAN CHASE & CO COM 46625H100 2,202 23,412 SH   SOLE   23,412 0 0
KLA CORP COM NEW 482480100 1,467 7,545 SH   SOLE   7,545 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 1,013 5,971 SH   SOLE   5,971 0 0
LAM RESEARCH CORP COM 512807108 1,367 4,227 SH   SOLE   4,227 0 0
LIBERTY GLOBAL PLC SHS CL A G5480U104 1,755 80,275 SH   SOLE   80,275 0 0
LKQ CORP COM 501889208 1,120 42,764 SH   SOLE   42,764 0 0
MACERICH CO COM 554382101 258 28,766 SH   SOLE   28,766 0 0
MADISON SQUARE GRDN SPRT COR CL A 55825T103 313 2,133 SH   SOLE   2,133 0 0
MARATHON PETE CORP COM 56585A102 1,776 47,510 SH   SOLE   47,510 0 0
MASTEC INC COM 576323109 1,051 23,427 SH   SOLE   23,427 0 0
MCKESSON CORP COM 58155Q103 1,022 6,662 SH   SOLE   6,662 0 0
MEDALLIA INC COM 584021109 510 20,220 SH   SOLE   20,220 0 0
MERCK & CO. INC COM 58933Y105 613 7,926 SH   SOLE   7,926 0 0
MEREDITH CORP COM 589433101 591 40,641 SH   SOLE   40,641 0 0
MICRON TECHNOLOGY INC COM 595112103 1,216 23,612 SH   SOLE   23,612 0 0
MICROSOFT CORP COM 594918104 651 3,197 SH   SOLE   3,197 0 0
MOMO INC ADR 60879B107 765 43,777 SH   SOLE   43,777 0 0
NETAPP INC COM 64110D104 486 10,964 SH   SOLE   10,964 0 0
NEW RELIC INC COM 64829B100 809 11,737 SH   SOLE   11,737 0 0
NEWMONT CORP COM 651639106 2,561 41,488 SH   SOLE   41,488 0 0
NORDSTROM INC COM 655664100 289 18,626 SH   SOLE   18,626 0 0
NUTANIX INC CL A 67059N108 1,385 58,426 SH   SOLE   58,426 0 0
NUVASIVE INC COM 670704105 1,311 23,560 SH   SOLE   23,560 0 0
NXP SEMICONDUCTORS N V COM N6596X109 661 5,794 SH   SOLE   5,794 0 0
OCCIDENTAL PETE CORP COM 674599105 674 36,830 SH   SOLE   36,830 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100 1,492 8,800 SH   SOLE   8,800 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,221 414,783 SH   SOLE   414,783 0 0
OPERA LTD SPONSORED ADS 68373M107 144 16,000 SH   SOLE   16,000 0 0
ORACLE CORP COM 68389X105 566 10,247 SH   SOLE   10,247 0 0
OWENS CORNING NEW COM 690742101 2,226 39,915 SH   SOLE   39,915 0 0
PEGASYSTEMS INC COM 705573103 546 5,401 SH   SOLE   5,401 0 0
PLURALSIGHT INC COM CL A 72941B106 274 15,177 SH   SOLE   15,177 0 0
PRICE T ROWE GROUP INC COM 74144T108 844 6,832 SH   SOLE   6,832 0 0
PROGRESSIVE CORP OHIO COM 743315103 635 7,929 SH   SOLE   7,929 0 0
PURE STORAGE INC CL A 74624M102 742 42,830 SH   SOLE   42,830 0 0
QUANTA SVCS INC COM 74762E102 964 24,566 SH   SOLE   24,566 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 1,448 23,498 SH   SOLE   23,498 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,967 3,154 SH   SOLE   3,154 0 0
RH COM 74967X103 569 2,286 SH   SOLE   2,286 0 0
ROKU INC COM CL A 77543R102 787 6,755 SH   SOLE   6,755 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107 217 6,271 SH   SOLE   6,271 0 0
SAP SE SPON ADR 803054204 654 4,674 SH   SOLE   4,674 0 0
SCHWAB CHARLES CORP COM 808513105 1,007 29,838 SH   SOLE   29,838 0 0
SIMON PPTY GROUP INC NEW COM 828806109 1,276 18,657 SH   SOLE   18,657 0 0
SKECHERS U S A INC CL A 830566105 1,114 35,488 SH   SOLE   35,488 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 1,446 11,306 SH   SOLE   11,306 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 1,241 39,906 SH   SOLE   39,906 0 0
SMARTSHEET INC COM CL A 83200N103 285 5,592 SH   SOLE   5,592 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 298 2,150 SH   SOLE   2,150 0 0
SPLUNK INC COM 848637104 1,213 6,103 SH   SOLE   6,103 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 1,037 4,016 SH   SOLE   4,016 0 0
SQUARE INC CL A 852234103 1,259 11,996 SH   SOLE   11,996 0 0
STEEL DYNAMICS INC COM 858119100 604 23,143 SH   SOLE   23,143 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 317 13,353 SH   SOLE   13,353 0 0
SYNNEX CORP COM 87162W100 572 4,778 SH   SOLE   4,778 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1,507 26,554 SH   SOLE   26,554 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 537 3,845 SH   SOLE   3,845 0 0
TANGER FACTORY OUTLET CTRS I COM 875465106 381 53,490 SH   SOLE   53,490 0 0
TESLA INC COM 88160R101 1,923 1,781 SH   SOLE   1,781 0 0
THE TRADE DESK INC COM CL A 88339J105 1,196 2,941 SH   SOLE   2,941 0 0
TRINSEO S A SHS L9340P101 761 34,319 SH   SOLE   34,319 0 0
TRIPADVISOR INC COM 896945201 983 51,719 SH   SOLE   51,719 0 0
TWITTER INC COM 90184L102 1,148 38,536 SH   SOLE   38,536 0 0
UBIQUITI INC COM 90353W103 974 5,579 SH   SOLE   5,579 0 0
UNDER ARMOUR INC CL A 904311107 97 10,958 SH   SOLE   10,958 0 0
UNION PAC CORP COM 907818108 203 1,200 SH   SOLE   1,200 0 0
UNITED RENTALS INC COM 911363109 2,550 17,110 SH   SOLE   17,110 0 0
UNITEDHEALTH GROUP INC COM 91324P102 1,285 4,355 SH   SOLE   4,355 0 0
VAIL RESORTS INC COM 91879Q109 1,485 8,150 SH   SOLE   8,150 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 738 13,388 SH   SOLE   13,388 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 831 2,861 SH   SOLE   2,861 0 0
VIACOMCBS INC CL B 92556H206 825 35,368 SH   SOLE   35,368 0 0
VISA INC COM CL A 92826C839 1,445 7,483 SH   SOLE   7,483 0 0
VMWARE INC CL A COM 928563402 1,133 7,314 SH   SOLE   7,314 0 0
WABASH NATL CORP COM 929566107 606 57,063 SH   SOLE   57,063 0 0
WABTEC COM 929740108 876 15,222 SH   SOLE   15,222 0 0
XILINX INC COM 983919101 590 5,999 SH   SOLE   5,999 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 1,224 21,250 SH   SOLE   21,250 0 0
ZSCALER INC COM 98980G102 432 3,941 SH   SOLE   3,941 0 0
ZUORA INC COM CL A 98983V106 269 21,108 SH   SOLE   21,108 0 0