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
Adobe Inc Common Stock 00724F101 1,226 2,500 SH   SOLE   0 0 2,500
Ameriprise Financial Inc Common Stock 03076C106 1,155 7,500 SH   SOLE   0 0 7,500
Anthem Inc Common Stock 036752103 1,235 4,600 SH   SOLE   0 0 4,600
Applied Materials Inc Common Stock 038222105 1,254 21,100 SH   SOLE   0 0 21,100
Athene Holding Ltd Common Stock G0684D107 1,213 35,600 SH   SOLE   0 0 35,600
Autodesk Inc Common Stock 052769106 1,224 5,300 SH   SOLE   0 0 5,300
Berry Global Group Inc Common Stock 08579W103 1,169 24,200 SH   SOLE   0 0 24,200
Best Buy Co Inc Common Stock 086516101 1,179 10,600 SH   SOLE   0 0 10,600
Bluebird Bio Inc Common Stock 09609G100 1,127 20,900 SH   SOLE   0 0 20,900
Campbell Soup Co Common Stock 134429109 1,252 25,900 SH   SOLE   0 0 25,900
Cirrus Logic Inc Common Stock 172755100 1,315 19,500 SH   SOLE   0 0 19,500
Concho Resources Inc Common Stock 20605P101 1,191 27,000 SH   SOLE   0 0 27,000
Copart Inc Common Stock 217204106 1,198 11,400 SH   SOLE   0 0 11,400
Dick's Sporting Goods Inc Common Stock 253393102 1,232 21,300 SH   SOLE   0 0 21,300
DISH Network Corp Common Stock 25470M109 1,158 39,900 SH   SOLE   0 0 39,900
DocuSign Inc Common Stock 256163106 1,183 5,500 SH   SOLE   0 0 5,500
FedEx Corp Common Stock 31428X106 1,232 4,900 SH   SOLE   0 0 4,900
FibroGen Inc Common Stock 31572Q808 1,126 27,400 SH   SOLE   0 0 27,400
First Trust Water ETF ETP 33733B100 12,202 201,900 SH   SOLE   0 0 201,900
General Mills Inc Common Stock 370334104 1,245 20,200 SH   SOLE   0 0 20,200
Home Depot Inc/The Common Stock 437076102 1,221 4,400 SH   SOLE   0 0 4,400
Howmet Aerospace Inc Common Stock 443201108 1,190 71,200 SH   SOLE   0 0 71,200
Huntsman Corp Common Stock 447011107 1,154 52,000 SH   SOLE   0 0 52,000
Intuit Inc Common Stock 461202103 1,272 3,900 SH   SOLE   0 0 3,900
Invesco Water Resources ETF ETP 46137V142 19,149 482,600 SH   SOLE   0 0 482,600
iShares S&P 500 Growth ETF ETP 464287309 12,339 53,400 SH   SOLE   0 0 53,400
iShares S&P Small-Cap 600 Grow ETP 464287887 12,244 69,400 SH   SOLE   0 0 69,400
Lattice Semiconductor Corp Common Stock 518415104 1,158 40,000 SH   SOLE   0 0 40,000
Lennar Corp Common Stock 526057104 1,249 15,300 SH   SOLE   0 0 15,300
Lithia Motors Inc Common Stock 536797103 1,208 5,300 SH   SOLE   0 0 5,300
Lowe's Cos Inc Common Stock 548661107 1,227 7,400 SH   SOLE   0 0 7,400
ManpowerGroup Inc Common Stock 56418H100 1,224 16,700 SH   SOLE   0 0 16,700
Masco Corp Common Stock 574599106 1,163 21,100 SH   SOLE   0 0 21,100
Materials Select Sector SPDR F ETP 81369Y100 12,053 189,400 SH   SOLE   0 0 189,400
Medpace Holdings Inc Common Stock 58506Q109 1,061 9,500 SH   SOLE   0 0 9,500
MetLife Inc Common Stock 59156R108 1,141 30,700 SH   SOLE   0 0 30,700
Mylan NV Common Stock N59465109 1,186 80,000 SH   SOLE   0 0 80,000
National Oilwell Varco Inc Common Stock 637071101 1,026 113,300 SH   SOLE   0 0 113,300
Neurocrine Biosciences Inc Common Stock 64125C109 1,144 11,900 SH   SOLE   0 0 11,900
Newmont Corp Common Stock 651639106 1,135 17,900 SH   SOLE   0 0 17,900
Prudential Financial Inc Common Stock 744320102 1,149 18,100 SH   SOLE   0 0 18,100
PulteGroup Inc Common Stock 745867101 1,235 26,700 SH   SOLE   0 0 26,700
Reinsurance Group of America I Common Stock 759351604 1,142 12,000 SH   SOLE   0 0 12,000
RH Common Stock 74967X103 1,186 3,100 SH   SOLE   0 0 3,100
Robert Half International Inc Common Stock 770323103 1,201 22,700 SH   SOLE   0 0 22,700
Sarepta Therapeutics Inc Common Stock 803607100 1,207 8,600 SH   SOLE   0 0 8,600
Schneider National Inc Common Stock 80689H102 1,152 46,600 SH   SOLE   0 0 46,600
Sirius XM Holdings Inc Common Stock 82968B103 1,182 220,700 SH   SOLE   0 0 220,700
Southwest Airlines Co Common Stock 844741108 1,125 30,000 SH   SOLE   0 0 30,000
Synchrony Financial Common Stock 87165B103 1,203 46,000 SH   SOLE   0 0 46,000
Tandem Diabetes Care Inc Common Stock 875372203 1,293 11,400 SH   SOLE   0 0 11,400
TD Ameritrade Holding Corp Common Stock 87236Y108 1,205 30,800 SH   SOLE   0 0 30,800
Technology Select Sector SPDR ETP 81369Y803 12,428 106,500 SH   SOLE   0 0 106,500
Tyler Technologies Inc Common Stock 902252105 1,254 3,600 SH   SOLE   0 0 3,600
United Therapeutics Corp Common Stock 91307C102 1,080 10,700 SH   SOLE   0 0 10,700
Valvoline Inc Common Stock 92047W101 1,073 56,400 SH   SOLE   0 0 56,400
Vanguard Consumer Discretionar ETP 92204A108 12,341 52,600 SH   SOLE   0 0 52,600
Vanguard S&P Small-Cap 600 ETF ETP 921932828 12,177 94,300 SH   SOLE   0 0 94,300
Vistra Corp Common Stock 92840M102 1,210 64,200 SH   SOLE   0 0 64,200
WEX Inc Common Stock 96208T104 1,139 8,200 SH   SOLE   0 0 8,200
Williams-Sonoma Inc Common Stock 969904101 1,220 13,500 SH   SOLE   0 0 13,500
Zoom Video Communications Inc Common Stock 98980L101 1,175 2,500 SH   SOLE   0 0 2,500