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
ACTIVISION BLIZZARD INC COM 00507V109 20,903 275,398 SH   SOLE   275,398 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 8,101 75,646 SH   SOLE   75,646 0 0
ALASKA AIR GROUP INC COM 011659109 58 1,600 SH   SOLE   1,600 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 90 2,456 SH   SOLE   2,456 0 0
AMAZON COM INC COM 023135106 2,657 963 SH   SOLE   963 0 0
AMERIPRISE FINL INC COM 03076C106 4,423 29,477 SH   SOLE   29,477 0 0
AMGEN INC COM 031162100 9,591 40,662 SH   SOLE   40,662 0 0
APPLE INC COM 037833100 17,585 48,204 SH   SOLE   48,204 0 0
ARISTA NETWORKS INC COM 040413106 168 800 SH   SOLE   800 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 2,777 74,518 SH   SOLE   74,518 0 0
BARRICK GOLD CORPORATION COM 067901108 21,251 788,829 SH   SOLE   788,829 0 0
BOEING CO COM 097023105 8,859 48,330 SH   SOLE   48,330 0 0
BOOKING HOLDINGS INC COM 09857L108 8,307 5,217 SH   SOLE   5,217 0 0
CVS HEALTH CORP COM 126650100 14,283 219,846 SH   SOLE   219,846 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 897 311,454 SH   SOLE   311,454 0 0
CHURCHILL DOWNS INC COM 171484108 146 1,100 SH   SOLE   1,100 0 0
CORTEVA INC COM 22052L104 279 10,400 SH   SOLE   10,400 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,438 14,335 SH   SOLE   14,335 0 0
DICKS SPORTING GOODS INC COM 253393102 120 2,900 SH   SOLE   2,900 0 0
DraftKings Inc COM CL A 26142R104 4,565 137,258 SH   SOLE   137,258 0 0
EURONET WORLDWIDE INC COM 298736109 11,414 119,118 SH   SOLE   119,118 0 0
EXELIXIS INC COM 30161Q104 40 1,700 SH   SOLE   1,700 0 0
FACEBOOK INC CL A 30303M102 19,865 87,483 SH   SOLE   87,483 0 0
FORTINET INC COM 34959E109 16,018 116,693 SH   SOLE   116,693 0 0
FREEPORT-MCMORAN INC CL B 35671D857 9,340 807,242 SH   SOLE   807,242 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 934 11,727 SH   SOLE   11,727 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 16,367 360,027 SH   SOLE   360,027 0 0
HOLLYFRONTIER CORP COM 436106108 217 7,437 SH   SOLE   7,437 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 163 933 SH   SOLE   933 0 0
KINROSS GOLD CORP COM 496902404 168 23,300 SH   SOLE   23,300 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 11,451 274,546 SH   SOLE   274,546 0 0
LAM RESEARCH CORP COM 512807108 11,876 36,714 SH   SOLE   36,714 0 0
LAUDER ESTEE COS INC CL A 518439104 1,246 6,603 SH   SOLE   6,603 0 0
LINCOLN NATL CORP IND COM 534187109 5,478 148,893 SH   SOLE   148,893 0 0
MASTERCARD INCORPORATED CL A 57636Q104 11,138 37,667 SH   SOLE   37,667 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105 9,281 11,521 SH   SOLE   11,521 0 0
MICROSOFT CORP COM 594918104 4,479 22,010 SH   SOLE   22,010 0 0
NEWMONT CORP COM 651639106 19,928 322,771 SH   SOLE   322,771 0 0
Nexstar Media Group Inc CL A 65336K103 2,143 25,606 SH   SOLE   25,606 0 0
NVIDIA CORPORATION COM 67066G104 9,562 25,168 SH   SOLE   25,168 0 0
Okta Inc CL A 679295105 4,764 23,794 SH   SOLE   23,794 0 0
PAYPAL HLDGS INC COM 70450Y103 578 3,315 SH   SOLE   3,315 0 0
PENN NATL GAMING INC COM 707569109 15,687 513,659 SH   SOLE   513,659 0 0
PENN NATL GAMING INC NOTE 2.750% 5/1 707569AU3 1,498 1,000,000 PRN   SOLE   1,000,000 0 0
PHILIP MORRIS INTL INC COM 718172109 9,482 135,339 SH   SOLE   135,339 0 0
PINTEREST INC CL A 72352L106 6,977 314,717 SH   SOLE   314,717 0 0
POST HLDGS INC COM 737446104 94 1,078 SH   SOLE   1,078 0 0
Raytheon Technologies Corp COM 75513E101 5,778 93,764 SH   SOLE   93,764 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 284 11,500 SH   SOLE   11,500 0 0
SERVICENOW INC COM 81762P102 15,329 37,843 SH   SOLE   37,843 0 0
SLACK TECHNOLOGIES INC COM CL A 83088V102 4,910 157,941 SH   SOLE   157,941 0 0
SOUTHWEST AIRLS CO COM 844741108 15,851 463,761 SH   SOLE   463,761 0 0
T-Mobile US Inc COM 872590104 12,644 121,404 SH   SOLE   121,404 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,648 222,797 SH   SOLE   222,797 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 9,871 70,724 SH   SOLE   70,724 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 7,229 537,043 SH   SOLE   537,043 0 0
TIMKEN CO COM 887389104 105 2,300 SH   SOLE   2,300 0 0
TREEHOUSE FOODS INC COM 89469A104 101 2,300 SH   SOLE   2,300 0 0
TYSON FOODS INC CL A 902494103 15,302 256,264 SH   SOLE   256,264 0 0
VALE S A SPONSORED ADS 91912E105 872 84,615 SH   SOLE   84,615 0 0
VALERO ENERGY CORP COM 91913Y100 2,275 38,684 SH   SOLE   38,684 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,840 16,671 SH   SOLE   16,671 0 0
VOYA FINANCIAL INC COM 929089100 171 3,671 SH   SOLE   3,671 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 8,130 288,513 SH   SOLE   288,513 0 0
YUM CHINA HLDGS INC COM 98850P109 8,683 180,630 SH   SOLE   180,630 0 0
ATLASSIAN CORP PLC CL A G06242104 691 3,835 SH   SOLE   3,835 0 0
ICON PLC SHS G4705A100 101 600 SH   SOLE   600 0 0
LAZARD LTD SHS A G54050102 172 6,003 SH   SOLE   6,003 0 0
MEDTRONIC PLC SHS G5960L103 9,056 98,754 SH   SOLE   98,754 0 0
STERIS PLC SHS USD G8473T100 100 650 SH   SOLE   650 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 5,084 13,814 SH   SOLE   13,814 0 0