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 15,369 189,864 SH   SOLE 1 189,864 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 271 2,450 SH   SOLE 1 2,450 0 0
ALASKA AIR GROUP INC COM 011659109 198 5,400 SH   SOLE 1 5,400 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101 86 2,456 SH   SOLE 1 2,456 0 0
AMAZON COM INC COM 023135106 5,501 1,747 SH   SOLE 1 1,747 0 0
AMERIPRISE FINL INC COM 03076C106 9,573 62,119 SH   SOLE 1 62,119 0 0
APPLE INC COM 037833100 9,504 82,068 SH   SOLE 1 82,068 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 5,121 53,343 SH   SOLE 1 53,343 0 0
BARRICK GOLD CORP COM 067901108 19,854 706,311 SH   SOLE 1 706,311 0 0
BOOKING HOLDINGS INC COM 09857L108 11,374 6,649 SH   SOLE 1 6,649 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100 12,527 223,458 SH   SOLE 1 223,458 0 0
CATERPILLAR INC DEL COM 149123101 2,435 16,329 SH   SOLE 1 16,329 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 10,153 2,671,816 SH   SOLE 1 2,671,816 0 0
CHURCHILL DOWNS INC COM 171484108 197 1,200 SH   SOLE 1 1,200 0 0
CIRRUS LOGIC INC COM 172755100 236 3,500 SH   SOLE 1 3,500 0 0
CORTEVA INC COM 22052L104 337 11,700 SH   SOLE 1 11,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 11,207 81,611 SH   SOLE 1 81,611 0 0
CUMMINS INC COM 231021106 22,699 107,496 SH   SOLE 1 107,496 0 0
DICKS SPORTING GOODS INC COM 253393102 127 2,200 SH   SOLE 1 2,200 0 0
EURONET WORLDWIDE INC COM 298736109 12,834 140,880 SH   SOLE 1 140,880 0 0
EVERI HLDGS INC COM 30034T103 8,784 1,064,677 SH   SOLE 1 1,064,677 0 0
EXELIXIS INC COM 30161Q104 105 4,300 SH   SOLE 1 4,300 0 0
FACEBOOK INC CL A 30303M102 19,156 73,141 SH   SOLE 1 73,141 0 0
FEDEX CORP COM 31428X106 6,539 25,999 SH   SOLE 1 25,999 0 0
FREEPORT-MCMORAN INC CL B 35671D857 10,039 641,891 SH   SOLE 1 641,891 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 960 11,727 SH   SOLE 1 11,727 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 9,193 183,998 SH   SOLE 1 183,998 0 0
HOLLYFRONTIER CORP COM 436106108 147 7,437 SH   SOLE 1 7,437 0 0
HUNTINGTON INGALLS INDS INC COM 446413106 89 633 SH   SOLE 1 633 0 0
KINROSS GOLD CORP COM 496902404 142 16,100 SH   SOLE 1 16,100 0 0
KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 10,700 262,896 SH   SOLE 1 262,896 0 0
LAM RESEARCH CORP COM 512807108 7,227 21,785 SH   SOLE 1 21,785 0 0
LAUDER ESTEE COS INC CL A 518439104 11,115 50,927 SH   SOLE 1 50,927 0 0
LULULEMON ATHLETICA INC COM 550021109 4,426 13,438 SH   SOLE 1 13,438 0 0
MASTERCARD INCORPORATED CL A 57636Q104 9,219 27,260 SH   SOLE 1 27,260 0 0
MERCADOLIBRE INC COM 58733R102 2,165 2,000 SH   SOLE 1 2,000 0 0
MICROSOFT CORP COM 594918104 9,301 44,223 SH   SOLE 1 44,223 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109 14,295 178,247 SH   SOLE 1 178,247 0 0
NEWMONT CORP COM 651639106 20,098 316,751 SH   SOLE 1 316,751 0 0
NEXSTAR MEDIA GROUP INC CL A 65336K103 8,984 99,901 SH   SOLE 1 99,901 0 0
NVIDIA CORPORATION COM 67066G104 9,457 17,474 SH   SOLE 1 17,474 0 0
OKTA INC CL A 679295105 969 4,533 SH   SOLE 1 4,533 0 0
PARSLEY ENERGY INC CL A 701877102 210 22,422 SH   SOLE 1 22,422 0 0
PAYPAL HLDGS INC COM 70450Y103 2,288 11,611 SH   SOLE 1 11,611 0 0
PENN NATL GAMING INC COM 707569109 14,867 204,504 SH   SOLE 1 204,504 0 0
PINDUODUO INC SPONSORED ADS 722304102 2,187 29,496 SH   SOLE 1 29,496 0 0
PINTEREST INC CL A 72352L106 14,697 354,056 SH   SOLE 1 354,056 0 0
POLARIS INC COM 731068102 259 2,750 SH   SOLE 1 2,750 0 0
POST HLDGS INC COM 737446104 93 1,078 SH   SOLE 1 1,078 0 0
REGENERON PHARMACEUTICALS COM 75886F107 8,092 14,456 SH   SOLE 1 14,456 0 0
SCHNEIDER NATIONAL INC CL B 80689H102 247 10,000 SH   SOLE 1 10,000 0 0
SCIENTIFIC GAMES CORP COM 80874P109 4,289 122,866 SH   SOLE 1 122,866 0 0
SERVICENOW INC COM 81762P102 10,014 20,647 SH   SOLE 1 20,647 0 0
SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 865 91,483 SH   SOLE 1 91,483 0 0
SOUTHWEST AIRLS CO COM 844741108 24,875 663,320 SH   SOLE 1 663,320 0 0
STANLEY BLACK & DECKER INC COM 854502101 8,534 52,612 SH   SOLE 1 52,612 0 0
TJX COS INC NEW COM 872540109 9,248 166,181 SH   SOLE 1 166,181 0 0
T-MOBILE US INC COM 872590104 13,884 121,404 SH   SOLE 1 121,404 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,398 115,927 SH   SOLE 1 115,927 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,628 52,221 SH   SOLE 1 52,221 0 0
TAPESTRY INC COM 876030107 9,348 598,097 SH   SOLE 1 598,097 0 0
TIMKEN CO COM 887389104 125 2,300 SH   SOLE 1 2,300 0 0
TWITTER INC NOTE 1.000% 9/1 90184LAD4 4,472 4,500,000 PRN   SOLE 1 4,500,000 0 0
TYSON FOODS INC CL A 902494103 15,722 264,330 SH   SOLE 1 264,330 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 217 1,200 SH   SOLE 1 1,200 0 0
VALE S A SPONSORED ADS 91912E105 6,286 594,152 SH   SOLE 1 594,152 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 9,055 33,274 SH   SOLE 1 33,274 0 0
VOYA FINANCIAL INC COM 929089100 176 3,671 SH   SOLE 1 3,671 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 10,984 357,097 SH   SOLE 1 357,097 0 0
ZOETIS INC CL A 98978V103 4,661 28,188 SH   SOLE 1 28,188 0 0
ZYNGA INC CL A 98986T108 125 13,700 SH   SOLE 1 13,700 0 0
ATLASSIAN CORP PLC CL A G06242104 9,852 54,194 SH   SOLE 1 54,194 0 0
ICON PLC SHS G4705A100 96 500 SH   SOLE 1 500 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 12,170 85,353 SH   SOLE 1 85,353 0 0
LAZARD LTD SHS A G54050102 198 6,003 SH   SOLE 1 6,003 0 0
STERIS PLC SHS USD G8473T100 185 1,050 SH   SOLE 1 1,050 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 891 2,413 SH   SOLE 1 2,413 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 8,505 120,662 SH   SOLE 1 120,662 0 0