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
iShares MSCI Philippines ETF ISHARES MSCI PHI 46429B408 2,432 70,888 SH   SOLE   70,888 0 0
iShares US Telecommunications ISHARES US TELEC 464287713 2,132 71,364 SH   SOLE   71,364 0 0
iShares China Large-Cap ETF ISHARES CHINA LA 464287184 26,041 596,863 SH   SOLE   596,863 0 0
Tech Data Corp TECH DATA CORP 878237106 26,652 185,602 SH   SOLE   185,602 0 0
iShares Nasdaq Biotechnology E ISHARES NASDAQ B 464287556 35,068 291,002 SH   SOLE   291,002 0 0
VanEck Vectors Semiconductor E VANECK SEMICON 92189F676 9,015 63,757 SH   SOLE   63,757 0 0
Technology Select Sector SPDR SPDR-TECH SEL S 81369Y803 112,968 1,232,341 SH   SOLE   1,232,341 0 0
Arlington Asset Investment Cor ARLINGTON ASSE-A 041356205 484 87,000 SH   SOLE   87,000 0 0
McEwen Mining Inc MCEWEN MINING IN 58039P107 1,193 939,600 SH   SOLE   939,600 0 0
Extraction Oil & Gas Inc EXTRACTION OIL & 30227M105 477 225,400 SH   SOLE   225,400 0 0
Monroe Capital Corp MONROE CAPITAL C 610335101 351 32,400 SH   SOLE   32,400 0 0
Equinox Gold Corp EQUINOX GOLD COR 29446Y502 1,330 172,782 SH   SOLE   172,782 0 0
THL Credit Inc THL CREDIT INC 872438106 281 44,600 SH   SOLE   44,600 0 0
Helmerich & Payne Inc HELMERICH & PAYN 423452101 6,559 144,392 SH   SOLE   144,392 0 0
Carlyle Group Inc/The CARLYLE GROUP IN 14316J108 13,406 417,904 SH   SOLE   417,904 0 0
STERIS PLC STERIS PLC 000000nan 12,285 80,600 SH   SOLE   80,600 0 0
VanEck Vectors Junior Gold Min VANECK JR GLD MN 92189F791 4,582 108,441 SH   SOLE   108,441 0 0
Domo Inc DOMO INC- CL B 257554105 553 25,500 SH   SOLE   25,500 0 0
South Jersey Industries Inc SOUTH JERSEY IND 838518108 2,786 84,481 SH   SOLE   84,481 0 0
WellCare Health Plans Inc WELLCARE HEALTH 94946T106 14,718 44,572 SH   SOLE   44,572 0 0
Zebra Technologies Corp ZEBRA TECH CORP 989207105 11,724 45,900 SH   SOLE   45,900 0 0
QEP Resources Inc QEP RESOURCES IN 74733V100 905 201,200 SH   SOLE   201,200 0 0
Cross Country Healthcare Inc CROSS COUNTRY HE 227483104 321 27,706 SH   SOLE   27,706 0 0
BlackRock Capital Investment C BLACKROCK CAPITA 092533108 239 48,300 SH   SOLE   48,300 0 0
AG Mortgage Investment Trust I AG MORTGAGE INVE 001228105 323 21,000 SH   SOLE   21,000 0 0
Live Nation Entertainment Inc LIVE NATION ENTE 538034109 9,627 134,700 SH   SOLE   134,700 0 0
Allergan PLC ALLERGAN PLC 000000nan 39,147 204,776 SH   SOLE   204,776 0 0
PH Glatfelter Co GLATFELTER 377316104 468 25,612 SH   SOLE   25,612 0 0
Northwest Natural Holding Co NORTHWEST NATURA 66765N105 1,214 16,473 SH   SOLE   16,473 0 0
Antero Resources Corp ANTERO RESOURCES 03674X106 434 152,300 SH   SOLE   152,300 0 0
iShares Russell 2000 ETF ISHARES RUSSELL 464287655 23,408 141,295 SH   SOLE   141,295 0 0
M/I Homes Inc M/I HOMES INC 55305B101 546 13,900 SH   SOLE   13,900 0 0
Tiffany & Co TIFFANY & CO 886547108 7,822 58,527 SH   SOLE   58,527 0 0
Century Communities Inc CENTURY COMMUNIT 156504300 434 15,900 SH   SOLE   15,900 0 0
Prosperity Bancshares Inc PROSPERITY BNCSH 743606105 2,983 41,495 SH   SOLE   41,495 0 0
Murphy Oil Corp MURPHY OIL CORP 626717102 1,709 63,800 SH   SOLE   63,800 0 0
GMS Inc GMS INC 36251C103 449 16,600 SH   SOLE   16,600 0 0
Kontoor Brands Inc KONTOOR BRAND 50050N103 881 21,000 SH   SOLE   21,000 0 0
Sonic Automotive Inc SONIC AUTOMOTI-A 83545G102 477 15,400 SH   SOLE   15,400 0 0
DaVita Inc DAVITA INC 23918K108 3,301 44,000 SH   SOLE   44,000 0 0
WR Berkley Corp WR BERKLEY CORP 084423102 4,318 62,500 SH   SOLE   62,500 0 0
Denbury Resources Inc DENBURY RESOURCE 247916208 230 163,200 SH   SOLE   163,200 0 0
Avanos Medical Inc AVANOS MEDICAL I 05350V106 529 15,700 SH   SOLE   15,700 0 0
Enerplus Corp ENERPLUS CORP 292766102 489 68,700 SH   SOLE   68,700 0 0
iShares Latin America 40 ETF ISHARES LATIN AM 464287390 409 12,054 SH   SOLE   12,054 0 0
SPDR S&P Oil & Gas Exploration SPDR OIL&GAS EXP 78464A730 950 40,126 SH   SOLE   40,126 0 0
Allegheny Technologies Inc ALLEGHENY TECH 01741R102 764 37,000 SH   SOLE   37,000 0 0
Micro Focus International PLC MICRO-SP ADR 594837403 1,320 94,100 SH   SOLE   94,100 0 0
Church & Dwight Co Inc CHURCH & DWIGHT 171340102 4,670 66,400 SH   SOLE   66,400 0 0
W&T Offshore Inc W&T OFFSHORE INC 92922P106 210 37,800 SH   SOLE   37,800 0 0
Ulta Beauty Inc ULTA BEAUTY INC 90384S303 3,822 15,100 SH   SOLE   15,100 0 0
SVB Financial Group SVB FINANCIAL GR 78486Q101 3,389 13,500 SH   SOLE   13,500 0 0
Apartment Investment & Managem APARTMENT INVEST 03748R754 1,885 36,500 SH   SOLE   36,500 0 0
Valaris plc VALARIS PLC 000000nan 291 44,400 SH   SOLE   44,400 0 0
Vector Group Ltd VECTOR GROUP LTD 92240M108 432 32,300 SH   SOLE   32,300 0 0
CommVault Systems Inc COMMVAULT SYSTEM 204166102 450 10,100 SH   SOLE   10,100 0 0
Old Dominion Freight Line Inc OLD DOMINION FRT 679580100 3,276 17,264 SH   SOLE   17,264 0 0
Q2 Holdings Inc Q2 HOLDINGS INC 74736L109 835 10,300 SH   SOLE   10,300 0 0
Industrial Select Sector SPDR SPDR-INDU SELECT 81369Y704 2,457 30,169 SH   SOLE   30,169 0 0
Keysight Technologies Inc KEYSIGHT TEC 49338L103 4,094 39,900 SH   SOLE   39,900 0 0
Eldorado Resorts Inc ELDORADO RESORTS 28470R102 972 16,300 SH   SOLE   16,300 0 0
LiveRamp Holdings Inc LIVERAMP HOLDING 53815P108 658 13,700 SH   SOLE   13,700 0 0
Graco Inc GRACO INC 384109104 1,709 32,883 SH   SOLE   32,883 0 0
Tractor Supply Co TRACTOR SUPPLY 892356106 2,139 22,900 SH   SOLE   22,900 0 0
Semtech Corp SEMTECH CORP 816850101 677 12,800 SH   SOLE   12,800 0 0
Pinnacle West Capital Corp PINNACLE WEST 723484101 1,924 21,400 SH   SOLE   21,400 0 0
Range Resources Corp RANGE RESOURCES 75281A109 230 47,500 SH   SOLE   47,500 0 0
Globus Medical Inc GLOBUS MEDICAL I 379577208 1,083 18,400 SH   SOLE   18,400 0 0
CNX Resources Corp CNX RESOURCES CO 12653C108 303 34,300 SH   SOLE   34,300 0 0
SM Energy Co SM ENERGY CO 78454L100 229 20,400 SH   SOLE   20,400 0 0
Lamb Weston Holdings Inc LAMB WESTON 513272104 2,228 25,900 SH   SOLE   25,900 0 0
Guess Inc GUESS INC 401617105 252 11,300 SH   SOLE   11,300 0 0
Nomad Foods Ltd NOMAD FOODS 000000nan 695 31,100 SH   SOLE   31,100 0 0
Yelp Inc YELP INC 985817105 390 11,200 SH   SOLE   11,200 0 0
Broadridge Financial Solutions BROADRIDGE FINL 11133T103 2,260 18,300 SH   SOLE   18,300 0 0
Gartner Inc GARTNER INC 366651107 2,188 14,200 SH   SOLE   14,200 0 0
Akamai Technologies Inc AKAMAI TECHNOLOG 00971T101 2,142 24,800 SH   SOLE   24,800 0 0
Grocery Outlet Holding Corp GROCERY OUTLET 39874R101 428 13,200 SH   SOLE   13,200 0 0
Cia de Minas Buenaventura SAA BUENAVENTURA-ADR 204448104 616 40,800 SH   SOLE   40,800 0 0
Leidos Holdings Inc LEIDOS HOLDINGS 525327102 1,938 19,800 SH   SOLE   19,800 0 0
Ameren Corp AMEREN CORP 023608102 2,588 33,700 SH   SOLE   33,700 0 0
PBF Energy Inc PBF ENERGY INC-A 69318G106 514 16,400 SH   SOLE   16,400 0 0
Kellogg Co KELLOGG CO 487836108 3,167 45,800 SH   SOLE   45,800 0 0
Keurig Dr Pepper Inc KEURIG DR PEPPER 49271V100 5,447 188,157 SH   SOLE   188,157 0 0
New Jersey Resources Corp NEW JERSEY RES 646025106 557 12,500 SH   SOLE   12,500 0 0
Vermilion Energy Inc VERMILION ENERGY 923725105 333 20,400 SH   SOLE   20,400 0 0
New York Times Co/The NEW YORK TIMES-A 650111107 694 21,600 SH   SOLE   21,600 0 0
CubeSmart CUBESMART 229663109 780 24,800 SH   SOLE   24,800 0 0
United Bankshares Inc/WV UNITED BANKSHS 909907107 490 12,700 SH   SOLE   12,700 0 0
Eversource Energy EVERSOURCE ENERG 30040W108 3,385 39,800 SH   SOLE   39,800 0 0
ITT Inc ITT INC 45073V108 776 10,500 SH   SOLE   10,500 0 0
Ball Corp BALL CORP 058498106 2,528 39,100 SH   SOLE   39,100 0 0
Wendy's Co/The WENDY'S CO/THE 95058W100 593 26,700 SH   SOLE   26,700 0 0
Tellurian Inc TELLURIAN INC 87968A104 206 28,300 SH   SOLE   28,300 0 0
Ciena Corp CIENA CORP 171779309 759 17,800 SH   SOLE   17,800 0 0
iShares Russell 1000 ETF ISHARES RUSSELL 464287622 2,490 13,958 SH   SOLE   13,958 0 0
Telephone & Data Systems Inc TELEPHONE & DATA 879433829 322 12,700 SH   SOLE   12,700 0 0
Take-Two Interactive Software TAKE-TWO INTERAC 874054109 1,469 12,000 SH   SOLE   12,000 0 0
CSX Corp CSX CORP 126408103 5,890 81,400 SH   SOLE   81,400 0 0
Prologis Inc PROLOGIS INC 74340W103 6,685 75,000 SH   SOLE   75,000 0 0
Cerner Corp CERNER CORP 156782104 2,297 31,300 SH   SOLE   31,300 0 0
Fastenal Co FASTENAL CO 311900104 2,061 55,800 SH   SOLE   55,800 0 0
American Campus Communities In AMERICAN CAMPUS 024835100 616 13,100 SH   SOLE   13,100 0 0
First Financial Bankshares Inc FIRST FIN BANKSH 32020R109 466 13,300 SH   SOLE   13,300 0 0
First Republic Bank/CA FIRST REPUBLIC B 33616C100 1,843 15,700 SH   SOLE   15,700 0 0
IHS Markit Ltd IHS MARKIT LTD 000000nan 2,705 35,900 SH   SOLE   35,900 0 0
Expeditors International of Wa EXPEDITORS INTL 302130109 1,154 14,800 SH   SOLE   14,800 0 0
National Retail Properties Inc NATIONAL RETAIL 637417106 782 14,600 SH   SOLE   14,600 0 0
Franklin Resources Inc FRANKLIN RES INC 354613101 1,096 42,200 SH   SOLE   42,200 0 0
McCormick & Co Inc/MD MCCORMICK-N/V 579780206 1,833 10,800 SH   SOLE   10,800 0 0
Welltower Inc WELLTOWER INC 95040Q104 2,666 32,600 SH   SOLE   32,600 0 0
Medical Properties Trust Inc MEDICAL PROPERTI 58463J304 865 41,000 SH   SOLE   41,000 0 0
Cloudera Inc CLOUDERA INC 18914U100 259 22,300 SH   SOLE   22,300 0 0
UGI Corp UGI CORP 902681105 727 16,100 SH   SOLE   16,100 0 0
HEICO Corp HEICO CORP 422806109 1,175 10,300 SH   SOLE   10,300 0 0
Xylem Inc/NY XYLEM INC 98419M100 1,071 13,600 SH   SOLE   13,600 0 0
Monster Beverage Corp MONSTER BEVERAGE 61174X109 2,580 40,600 SH   SOLE   40,600 0 0
Waste Management Inc WASTE MANAGEMENT 94106L109 3,441 30,200 SH   SOLE   30,200 0 0
Old Republic International Cor OLD REPUB INTL 680223104 478 21,400 SH   SOLE   21,400 0 0
Chimera Investment Corp CHIMERA INV CORP 16934Q208 267 13,000 SH   SOLE   13,000 0 0
Hormel Foods Corp HORMEL FOODS CRP 440452100 1,669 37,000 SH   SOLE   37,000 0 0
SLM Corp SLM CORP 78442P106 259 29,100 SH   SOLE   29,100 0 0
Xilinx Inc XILINX INC 983919101 1,662 17,000 SH   SOLE   17,000 0 0
Sabre Corp SABRE CORP 78573M104 417 18,600 SH   SOLE   18,600 0 0
Ingersoll-Rand PLC INGERSOLL-RAND 000000nan 2,140 16,100 SH   SOLE   16,100 0 0
Nutanix Inc NUTANIX INC - A 67059N108 400 12,800 SH   SOLE   12,800 0 0
Magnolia Oil & Gas Corp MAGNOLIA OIL-A 559663109 212 16,900 SH   SOLE   16,900 0 0
Constellation Brands Inc CONSTELLATION-A 21036P108 2,333 12,300 SH   SOLE   12,300 0 0
BioMarin Pharmaceutical Inc BIOMARIN PHARMAC 09061G101 938 11,100 SH   SOLE   11,100 0 0
Service Corp International/US SERVICE CORP INT 817565104 510 11,100 SH   SOLE   11,100 0 0
Intercontinental Exchange Inc INTERCONTINENTAL 45866F104 3,026 32,700 SH   SOLE   32,700 0 0
Sun Life Financial Inc SUN LIFE FINANCI 866796105 1,583 34,700 SH   SOLE   34,700 0 0
Omega Healthcare Investors Inc OMEGA HEALTHCARE 681936100 563 13,300 SH   SOLE   13,300 0 0
VF Corp VF CORP 918204108 2,212 22,200 SH   SOLE   22,200 0 0
Zimmer Biomet Holdings Inc ZIMMER BIOMET HO 98956P102 1,691 11,300 SH   SOLE   11,300 0 0
Alexion Pharmaceuticals Inc ALEXION PHARM 015351109 1,308 12,100 SH   SOLE   12,100 0 0
QUALCOMM Inc QUALCOMM INC 747525103 5,373 60,900 SH   SOLE   60,900 0 0
Accenture PLC ACCENTURE PLC-A 000000nan 7,138 33,900 SH   SOLE   33,900 0 0
Agilent Technologies Inc AGILENT TECH INC 00846U101 1,407 16,500 SH   SOLE   16,500 0 0
Gold Fields Ltd GOLD FIELDS-ADR 38059T106 287 43,600 SH   SOLE   43,600 0 0
Invesco Ltd INVESCO LTD 000000nan 427 23,800 SH   SOLE   23,800 0 0
Devon Energy Corp DEVON ENERGY CO 25179M103 519 20,000 SH   SOLE   20,000 0 0
Pan American Silver Corp PAN AMER SILVER 697900108 258 10,900 SH   SOLE   10,900 0 0
AngloGold Ashanti Ltd ANGLOGOLD AS-ADR 035128206 482 21,600 SH   SOLE   21,600 0 0
Dollar General Corp DOLLAR GENERAL C 256677105 2,027 13,000 SH   SOLE   13,000 0 0
Autodesk Inc AUTODESK INC 052769106 2,018 11,000 SH   SOLE   11,000 0 0
NetApp Inc NETAPP INC 64110D104 684 11,000 SH   SOLE   11,000 0 0
Anthem Inc ANTHEM INC 036752103 3,563 11,800 SH   SOLE   11,800 0 0
Tapestry Inc TAPESTRY INC 876030107 339 12,600 SH   SOLE   12,600 0 0
Wells Fargo & Co WELLS FARGO & CO 949746101 10,022 186,300 SH   SOLE   186,300 0 0
Marathon Petroleum Corp MARATHON PETROLE 56585A102 1,735 28,800 SH   SOLE   28,800 0 0
Baker Hughes Co BAKER HUGHES CO 05722G100 1,171 45,700 SH   SOLE   45,700 0 0
Kinross Gold Corp KINROSS GOLD 496902404 258 54,500 SH   SOLE   54,500 0 0
Global Payments Inc GLOBAL PAYMENTS 37940X102 2,336 12,800 SH   SOLE   12,800 0 0
Citigroup Inc CITIGROUP INC 172967424 6,870 86,000 SH   SOLE   86,000 0 0
Boston Scientific Corp BOSTON SCIENTIFC 101137107 2,482 54,900 SH   SOLE   54,900 0 0
Regions Financial Corp REGIONS FINANCIA 7591EP100 643 37,500 SH   SOLE   37,500 0 0
Bristol-Myers Squibb Co BRISTOL-MYER SQB 110122108 5,770 89,900 SH   SOLE   89,900 0 0
Juniper Networks Inc JUNIPER NETWORKS 48203R104 307 12,500 SH   SOLE   12,500 0 0
Apple Inc APPLE INC 037833100 47,072 160,300 SH   SOLE   160,300 0 0
Bank of America Corp BANK OF AMERICA 060505104 11,256 319,600 SH   SOLE   319,600 0 0
Chewy Inc CHEWY INC- CL A 16679L109 417 14,400 SH   SOLE   14,400 0 0
HCA Healthcare Inc HCA HEALTHCARE I 40412C101 1,729 11,700 SH   SOLE   11,700 0 0
Fiat Chrysler Automobiles NV FIAT CHRYSLER AU 000000nan 982 66,450 SH   SOLE   66,450 0 0
Microsoft Corp MICROSOFT CORP 594918104 39,141 248,200 SH   SOLE   248,200 0 0
Fifth Third Bancorp FIFTH THIRD BANC 316773100 707 23,000 SH   SOLE   23,000 0 0
US Bancorp US BANCORP 902973304 2,899 48,900 SH   SOLE   48,900 0 0
Citizens Financial Group Inc CITIZENS FINANCI 174610105 552 13,600 SH   SOLE   13,600 0 0
Synchrony Financial SYNCHRONY FINANC 87165B103 622 17,300 SH   SOLE   17,300 0 0
Coty Inc COTY INC-CL A 222070203 235 20,900 SH   SOLE   20,900 0 0
Discovery Inc DISCOVERY INC-C 25470F302 399 13,100 SH   SOLE   13,100 0 0
Southwest Airlines Co SOUTHWEST AIR 844741108 566 10,500 SH   SOLE   10,500 0 0
JPMorgan Chase & Co JPMORGAN CHASE 46625H100 8,656 62,100 SH   SOLE   62,100 0 0
MPLX LP MPLX LP 55336V100 532 20,900 SH   SOLE   20,900 0 0
KeyCorp KEYCORP 493267108 372 18,400 SH   SOLE   18,400 0 0
Morgan Stanley MORGAN STANLEY 617446448 1,380 27,000 SH   SOLE   27,000 0 0
Annaly Capital Management Inc ANNALY CAPITAL M 035710409 222 23,600 SH   SOLE   23,600 0 0
Facebook Inc FACEBOOK INC-A 30303M102 9,195 44,800 SH   SOLE   44,800 0 0
MetLife Inc METLIFE INC 59156R108 728 14,300 SH   SOLE   14,300 0 0
Charles Schwab Corp/The SCHWAB (CHARLES) 808513105 946 19,900 SH   SOLE   19,900 0 0
Corning Inc CORNING INC 219350105 323 11,100 SH   SOLE   11,100 0 0
Starbucks Corp STARBUCKS CORP 855244109 1,274 14,500 SH   SOLE   14,500 0 0
Intel Corp INTEL CORP 458140100 3,130 52,300 SH   SOLE   52,300 0 0
Suncor Energy Inc SUNCOR ENERGY 867224107 567 17,300 SH   SOLE   17,300 0 0
ConocoPhillips CONOCOPHILLIPS 20825C104 708 10,900 SH   SOLE   10,900 0 0
Visa Inc VISA INC-CLASS A 92826C839 2,010 10,700 SH   SOLE   10,700 0 0