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      <Sole>534331</Sole>
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      <Sole>20575</Sole>
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      <Sole>7845</Sole>
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    <cusip>G0408V102</cusip>
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      <sshPrnamt>2583</sshPrnamt>
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      <Sole>2583</Sole>
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    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>AUTOMATIC DATA PROCESSING IN</nameOfIssuer>
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    <nameOfIssuer>B2GOLD CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <cusip>056752108</cusip>
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    <nameOfIssuer>BAKER HUGHES COMPANY</nameOfIssuer>
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    <value>6103</value>
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    <value>8986</value>
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    <nameOfIssuer>BALLARD PWR SYS INC NEW</nameOfIssuer>
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    <nameOfIssuer>BANK AMER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>060505104</cusip>
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    <nameOfIssuer>BANK MONTREAL QUE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>063671101</cusip>
    <value>504</value>
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    <nameOfIssuer>BANK NEW YORK MELLON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>064058100</cusip>
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    <nameOfIssuer>BARRICK GOLD CORPORATION</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>067901108</cusip>
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    <nameOfIssuer>BAUSCH HEALTH COS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>071734107</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>071813109</cusip>
    <value>718</value>
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      <sshPrnamt>8585</sshPrnamt>
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    <titleOfClass>COM</titleOfClass>
    <cusip>086516101</cusip>
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    <cusip>09228F103</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>52773</Sole>
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      <Sole>7517</Sole>
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      <Sole>75054</Sole>
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    <cusip>101137107</cusip>
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    <cusip>055622104</cusip>
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    <votingAuthority>
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    <value>108</value>
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    <cusip>110122108</cusip>
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    <cusip>110122157</cusip>
    <value>745</value>
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    <nameOfIssuer>BROWN FORMAN CORP</nameOfIssuer>
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    <nameOfIssuer>CABOT OIL &amp; GAS CORP</nameOfIssuer>
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    <nameOfIssuer>CANADIAN NATL RY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>136375102</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>13645T100</cusip>
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    <nameOfIssuer>CANOPY GROWTH CORP</nameOfIssuer>
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    <nameOfIssuer>CAPITAL ONE FINL CORP</nameOfIssuer>
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    <nameOfIssuer>CARDINAL HEALTH INC</nameOfIssuer>
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    <cusip>14149Y108</cusip>
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    <cusip>143130102</cusip>
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      <Sole>3618</Sole>
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    <nameOfIssuer>CARNIVAL CORP</nameOfIssuer>
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    <value>48212</value>
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      <Sole>948486</Sole>
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    <nameOfIssuer>CATERPILLAR INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>149123101</cusip>
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      <Sole>49891</Sole>
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    <nameOfIssuer>CBOE GLOBAL MARKETS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>12503M108</cusip>
    <value>1210</value>
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    <nameOfIssuer>CBRE GROUP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>12504L109</cusip>
    <value>989</value>
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      <Sole>16129</Sole>
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    <nameOfIssuer>CDN IMPERIAL BK COMM TORONTO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>136069101</cusip>
    <value>878</value>
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    <votingAuthority>
      <Sole>10556</Sole>
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    <nameOfIssuer>CEMEX SAB DE CV</nameOfIssuer>
    <titleOfClass>SPON ADR NEW</titleOfClass>
    <cusip>151290889</cusip>
    <value>38</value>
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      <sshPrnamt>10134</sshPrnamt>
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    <votingAuthority>
      <Sole>10134</Sole>
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    <nameOfIssuer>CENOVUS ENERGY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>15135U109</cusip>
    <value>724</value>
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    <nameOfIssuer>DUNKIN BRANDS GROUP INC</nameOfIssuer>
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    <nameOfIssuer>DUPONT DE NEMOURS INC</nameOfIssuer>
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    <cusip>26614N102</cusip>
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    <nameOfIssuer>DXC TECHNOLOGY CO</nameOfIssuer>
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    <cusip>23355L106</cusip>
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    <nameOfIssuer>E TRADE FINANCIAL CORP</nameOfIssuer>
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    <cusip>269246401</cusip>
    <value>402</value>
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      <Sole>8867</Sole>
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    <nameOfIssuer>EASTMAN CHEMICAL CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>277432100</cusip>
    <value>2140</value>
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    <cusip>G29183103</cusip>
    <value>626</value>
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      <Sole>6564</Sole>
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    <nameOfIssuer>EBAY INC</nameOfIssuer>
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    <cusip>278642103</cusip>
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    <nameOfIssuer>ECOLAB INC</nameOfIssuer>
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    <cusip>278865100</cusip>
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    <nameOfIssuer>EDISON INTL</nameOfIssuer>
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    <cusip>281020107</cusip>
    <value>1016</value>
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    <nameOfIssuer>EDWARDS LIFESCIENCES CORP</nameOfIssuer>
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    <cusip>28176E108</cusip>
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    <nameOfIssuer>F M C CORP</nameOfIssuer>
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    <nameOfIssuer>FEDERAL REALTY INVT TR</nameOfIssuer>
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    <nameOfIssuer>FERRARI N V</nameOfIssuer>
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    <nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
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    <nameOfIssuer>FIRST MAJESTIC SILVER CORP</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>302445101</cusip>
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    <titleOfClass>COM</titleOfClass>
    <cusip>343412102</cusip>
    <value>956</value>
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    <titleOfClass>COM</titleOfClass>
    <cusip>344849104</cusip>
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      <Sole>96781</Sole>
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    <nameOfIssuer>FORD MTR CO DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>345370860</cusip>
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    <nameOfIssuer>FORTINET INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34959E109</cusip>
    <value>406</value>
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    <nameOfIssuer>FORTIVE CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>34959J108</cusip>
    <value>2729</value>
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    <nameOfIssuer>FRANCO NEVADA CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>351858105</cusip>
    <value>8996</value>
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      <Sole>87089</Sole>
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    <nameOfIssuer>FRANKLIN RES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>354613101</cusip>
    <value>911</value>
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    <nameOfIssuer>FREEPORT-MCMORAN INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>35671D857</cusip>
    <value>11221</value>
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      <Sole>855247</Sole>
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    <nameOfIssuer>HEWLETT PACKARD ENTERPRISE C</nameOfIssuer>
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    <nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
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    <nameOfIssuer>HONEYWELL INTL INC</nameOfIssuer>
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    <nameOfIssuer>HOST HOTELS &amp; RESORTS INC</nameOfIssuer>
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    <cusip>512807108</cusip>
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    <votingAuthority>
      <Sole>28525</Sole>
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      <None>0</None>
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    <nameOfIssuer>LAS VEGAS SANDS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>517834107</cusip>
    <value>1680</value>
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      <sshPrnamt>24332</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24332</Sole>
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      <None>0</None>
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    <nameOfIssuer>LAUDER ESTEE COS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>518439104</cusip>
    <value>7043</value>
    <shrsOrPrnAmt>
      <sshPrnamt>34102</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>34102</Sole>
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      <None>0</None>
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    <nameOfIssuer>LEGGETT &amp; PLATT INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>524660107</cusip>
    <value>1002</value>
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      <sshPrnamt>19718</sshPrnamt>
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    <votingAuthority>
      <Sole>19718</Sole>
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      <None>0</None>
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    <nameOfIssuer>LENNAR CORP</nameOfIssuer>
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    <cusip>526057104</cusip>
    <value>429</value>
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      <sshPrnamt>7692</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7692</Sole>
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      <None>0</None>
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    <nameOfIssuer>LEVI STRAUSS &amp; CO NEW</nameOfIssuer>
    <titleOfClass>CL A COM STK</titleOfClass>
    <cusip>52736R102</cusip>
    <value>500</value>
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      <sshPrnamt>25932</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>25932</Sole>
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      <None>0</None>
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    <nameOfIssuer>LIBERTY GLOBAL PLC</nameOfIssuer>
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    <cusip>G5480U120</cusip>
    <value>270</value>
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      <sshPrnamt>12384</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>12384</Sole>
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      <None>0</None>
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    <nameOfIssuer>LILLY ELI &amp; CO</nameOfIssuer>
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    <value>2916</value>
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      <sshPrnamt>22190</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>22190</Sole>
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      <None>0</None>
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    <nameOfIssuer>LIVENT CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>53814L108</cusip>
    <value>139</value>
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      <sshPrnamt>16259</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>16259</Sole>
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      <None>0</None>
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    <nameOfIssuer>LOCKHEED MARTIN CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>539830109</cusip>
    <value>1172</value>
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      <sshPrnamt>3009</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3009</Sole>
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      <None>0</None>
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    <nameOfIssuer>LOEWS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>540424108</cusip>
    <value>230</value>
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      <sshPrnamt>4374</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4374</Sole>
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      <None>0</None>
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    <nameOfIssuer>LOGITECH INTL S A</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>H50430232</cusip>
    <value>13092</value>
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      <sshPrnamt>277610</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>277610</Sole>
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      <None>0</None>
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    <nameOfIssuer>LOWES COS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>548661107</cusip>
    <value>3932</value>
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      <sshPrnamt>32833</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32833</Sole>
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      <None>0</None>
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    <nameOfIssuer>LULULEMON ATHLETICA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>550021109</cusip>
    <value>8171</value>
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      <sshPrnamt>35269</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35269</Sole>
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      <None>0</None>
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    <nameOfIssuer>LUMENTUM HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>234</value>
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      <sshPrnamt>2945</sshPrnamt>
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    <votingAuthority>
      <Sole>2945</Sole>
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      <sshPrnamt>98745</sshPrnamt>
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    <votingAuthority>
      <Sole>98745</Sole>
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    <nameOfIssuer>LYONDELLBASELL INDUSTRIES N</nameOfIssuer>
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    <value>4081</value>
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      <sshPrnamt>43194</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>43194</Sole>
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      <None>0</None>
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    <nameOfIssuer>MACERICH CO</nameOfIssuer>
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    <value>1476</value>
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      <sshPrnamt>54815</sshPrnamt>
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    <votingAuthority>
      <Sole>54815</Sole>
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      <None>0</None>
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    <nameOfIssuer>MACYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <titleOfClass>COM</titleOfClass>
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      <Sole>5892</Sole>
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    <nameOfIssuer>MALLINCKRODT PUB LTD CO</nameOfIssuer>
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    <cusip>G5785G107</cusip>
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      <Sole>15472</Sole>
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    <nameOfIssuer>MARATHON OIL CORP</nameOfIssuer>
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      <Sole>4112</Sole>
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    <nameOfIssuer>MARTIN MARIETTA MATLS INC</nameOfIssuer>
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    <cusip>57636Q104</cusip>
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      <Sole>802819</Sole>
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    <putCall>Call</putCall>
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      <Sole>1426</Sole>
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    <nameOfIssuer>MATCH GROUP INC</nameOfIssuer>
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    <value>366</value>
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    <votingAuthority>
      <Sole>4463</Sole>
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      <Sole>117938</Sole>
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    <nameOfIssuer>MCDONALDS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>106387</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>538368</Sole>
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    <nameOfIssuer>MCEWEN MNG INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58039P107</cusip>
    <value>950</value>
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      <Sole>747726</Sole>
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    <nameOfIssuer>MCKESSON CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>58155Q103</cusip>
    <value>736</value>
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      <sshPrnamt>5322</sshPrnamt>
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      <Sole>5322</Sole>
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    <nameOfIssuer>MEDTRONIC PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G5960L103</cusip>
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    <votingAuthority>
      <Sole>103087</Sole>
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      <None>0</None>
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    <titleOfClass>COM</titleOfClass>
    <cusip>58933Y105</cusip>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>309436</Sole>
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    <nameOfIssuer>METLIFE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>59156R108</cusip>
    <value>880</value>
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      <sshPrnamt>17269</sshPrnamt>
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    <votingAuthority>
      <Sole>17269</Sole>
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    <nameOfIssuer>METTLER TOLEDO INTERNATIONAL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>592688105</cusip>
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    <votingAuthority>
      <Sole>937</Sole>
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    <nameOfIssuer>PUBLIC SVC ENTERPRISE GRP IN</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>744573106</cusip>
    <value>406</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6873</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6873</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PULTE GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>745867101</cusip>
    <value>1465</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37750</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>37750</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>PVH CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>693656100</cusip>
    <value>410</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3899</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3899</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QORVO INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74736K101</cusip>
    <value>1005</value>
    <shrsOrPrnAmt>
      <sshPrnamt>8646</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>8646</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUALCOMM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>747525103</cusip>
    <value>10630</value>
    <shrsOrPrnAmt>
      <sshPrnamt>120476</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>120476</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUANTA SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74762E102</cusip>
    <value>407</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9991</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9991</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>74834L100</cusip>
    <value>328</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3073</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3073</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RALPH LAUREN CORP</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>751212101</cusip>
    <value>3951</value>
    <shrsOrPrnAmt>
      <sshPrnamt>33710</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>33710</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RANGE RES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75281A109</cusip>
    <value>592</value>
    <shrsOrPrnAmt>
      <sshPrnamt>122164</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>122164</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RAYTHEON CO</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>755111507</cusip>
    <value>3769</value>
    <shrsOrPrnAmt>
      <sshPrnamt>17152</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>17152</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REALTY INCOME CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>756109104</cusip>
    <value>35981</value>
    <shrsOrPrnAmt>
      <sshPrnamt>488669</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>488669</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REGENERON PHARMACEUTICALS</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>75886F107</cusip>
    <value>3650</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9722</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9722</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>REPUBLIC SVCS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>760759100</cusip>
    <value>3593</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40090</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40090</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RESMED INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>761152107</cusip>
    <value>414</value>
    <shrsOrPrnAmt>
      <sshPrnamt>2674</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>2674</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RESTAURANT BRANDS INTL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>76131D103</cusip>
    <value>622</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9759</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9759</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>RIO TINTO PLC</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>767204100</cusip>
    <value>1421</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23946</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23946</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROCKWELL AUTOMATION INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>773903109</cusip>
    <value>1403</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6923</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6923</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROLLINS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>775711104</cusip>
    <value>502</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15131</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15131</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROPER TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>776696106</cusip>
    <value>1493</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4216</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4216</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROSS STORES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>778296103</cusip>
    <value>7764</value>
    <shrsOrPrnAmt>
      <sshPrnamt>66688</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66688</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROYAL BK CDA MONTREAL QUE</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>780087102</cusip>
    <value>4370</value>
    <shrsOrPrnAmt>
      <sshPrnamt>55179</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>55179</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROYAL CARIBBEAN CRUISES LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>V7780T103</cusip>
    <value>1219</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9133</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9133</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>ROYAL GOLD INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>780287108</cusip>
    <value>379</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3097</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3097</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>S&amp;P GLOBAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78409V104</cusip>
    <value>1941</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7107</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7107</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SALESFORCE COM INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>79466L302</cusip>
    <value>51764</value>
    <shrsOrPrnAmt>
      <sshPrnamt>318273</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>318273</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SANDSTORM GOLD LTD</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>80013R206</cusip>
    <value>479</value>
    <shrsOrPrnAmt>
      <sshPrnamt>64244</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>64244</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SANOFI</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>80105N105</cusip>
    <value>526</value>
    <shrsOrPrnAmt>
      <sshPrnamt>10477</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>10477</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SBA COMMUNICATIONS CORP NEW</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>78410G104</cusip>
    <value>2791</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11581</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11581</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>806857108</cusip>
    <value>22082</value>
    <shrsOrPrnAmt>
      <sshPrnamt>549294</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>549294</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEAGATE TECHNOLOGY PLC</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G7945M107</cusip>
    <value>13291</value>
    <shrsOrPrnAmt>
      <sshPrnamt>223371</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>223371</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>SBI CONS STPLS</titleOfClass>
    <cusip>81369Y308</cusip>
    <value>2212</value>
    <shrsOrPrnAmt>
      <sshPrnamt>35122</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>35122</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>SBI INT-FINL</titleOfClass>
    <cusip>81369Y605</cusip>
    <value>245</value>
    <shrsOrPrnAmt>
      <sshPrnamt>7969</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>7969</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
    <titleOfClass>TECHNOLOGY</titleOfClass>
    <cusip>81369Y803</cusip>
    <value>3739</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40786</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40786</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SEMPRA ENERGY</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>816851109</cusip>
    <value>650</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4289</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4289</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SERVICENOW INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>81762P102</cusip>
    <value>217</value>
    <shrsOrPrnAmt>
      <sshPrnamt>768</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>768</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHAKE SHACK INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>819047101</cusip>
    <value>1309</value>
    <shrsOrPrnAmt>
      <sshPrnamt>21969</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21969</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHERWIN WILLIAMS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>824348106</cusip>
    <value>4001</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6857</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6857</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SHOPIFY INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>82509L107</cusip>
    <value>45712</value>
    <shrsOrPrnAmt>
      <sshPrnamt>114975</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>114975</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SIBANYE STILLWATER</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>825724206</cusip>
    <value>2480</value>
    <shrsOrPrnAmt>
      <sshPrnamt>249734</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>249734</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SIGNET JEWELERS LIMITED</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>G81276100</cusip>
    <value>1652</value>
    <shrsOrPrnAmt>
      <sshPrnamt>76004</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
    </shrsOrPrnAmt>
    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>76004</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SIMON PPTY GROUP INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>828806109</cusip>
    <value>8098</value>
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      <sshPrnamt>54363</sshPrnamt>
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    <votingAuthority>
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      <None>0</None>
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    <nameOfIssuer>SINA CORP</nameOfIssuer>
    <titleOfClass>ORD</titleOfClass>
    <cusip>G81477104</cusip>
    <value>4130</value>
    <shrsOrPrnAmt>
      <sshPrnamt>103421</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>103421</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SIRIUS XM HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>82968B103</cusip>
    <value>232</value>
    <shrsOrPrnAmt>
      <sshPrnamt>32468</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>32468</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SKYWORKS SOLUTIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83088M102</cusip>
    <value>9266</value>
    <shrsOrPrnAmt>
      <sshPrnamt>76652</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>76652</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SLACK TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM CL A</titleOfClass>
    <cusip>83088V102</cusip>
    <value>3051</value>
    <shrsOrPrnAmt>
      <sshPrnamt>135725</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>135725</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SMITH A O CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>831865209</cusip>
    <value>1264</value>
    <shrsOrPrnAmt>
      <sshPrnamt>26534</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>26534</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SMUCKER J M CO</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>832696405</cusip>
    <value>2434</value>
    <shrsOrPrnAmt>
      <sshPrnamt>23373</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>23373</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SNAP INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>83304A106</cusip>
    <value>5287</value>
    <shrsOrPrnAmt>
      <sshPrnamt>323730</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>323730</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SNAP ON INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>833034101</cusip>
    <value>1162</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6862</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6862</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SOLAREDGE TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83417M104</cusip>
    <value>404</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4246</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4246</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SONOS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83570H108</cusip>
    <value>4462</value>
    <shrsOrPrnAmt>
      <sshPrnamt>285634</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>285634</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SONY CORP</nameOfIssuer>
    <titleOfClass>SPONSORED ADR</titleOfClass>
    <cusip>835699307</cusip>
    <value>2746</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40381</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40381</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SOUTHERN CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>842587107</cusip>
    <value>3722</value>
    <shrsOrPrnAmt>
      <sshPrnamt>58433</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>58433</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SOUTHWEST AIRLS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>844741108</cusip>
    <value>621</value>
    <shrsOrPrnAmt>
      <sshPrnamt>11512</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>11512</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SOUTHWESTERN ENERGY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>845467109</cusip>
    <value>1795</value>
    <shrsOrPrnAmt>
      <sshPrnamt>741781</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>741781</Sole>
      <Shared>0</Shared>
      <None>0</None>
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  <infoTable>
    <nameOfIssuer>SPDR DOW JONES INDL AVRG ETF</nameOfIssuer>
    <titleOfClass>UT SER 1</titleOfClass>
    <cusip>78467X109</cusip>
    <value>1110</value>
    <shrsOrPrnAmt>
      <sshPrnamt>3894</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>3894</Sole>
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      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>SPDR GOLD TRUST</nameOfIssuer>
    <titleOfClass>GOLD SHS</titleOfClass>
    <cusip>78463V107</cusip>
    <value>1889</value>
    <shrsOrPrnAmt>
      <sshPrnamt>13216</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>13216</Sole>
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      <None>0</None>
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    <nameOfIssuer>SPDR INDEX SHS FDS</nameOfIssuer>
    <titleOfClass>EURO STOXX 50</titleOfClass>
    <cusip>78463X202</cusip>
    <value>272</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6680</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6680</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SPDR S&amp;P 500 ETF TR</nameOfIssuer>
    <titleOfClass>TR UNIT</titleOfClass>
    <cusip>78462F103</cusip>
    <value>6312</value>
    <shrsOrPrnAmt>
      <sshPrnamt>19610</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19610</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
    <titleOfClass>S&amp;P OILGAS EXP</titleOfClass>
    <cusip>78464A730</cusip>
    <value>1133</value>
    <shrsOrPrnAmt>
      <sshPrnamt>47800</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>47800</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SPLUNK INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>848637104</cusip>
    <value>644</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4302</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4302</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SQUARE INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>852234103</cusip>
    <value>33974</value>
    <shrsOrPrnAmt>
      <sshPrnamt>543062</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>543062</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SSR MNG INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>784730103</cusip>
    <value>540</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28048</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28048</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STAMPS COM INC</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>852857200</cusip>
    <value>6397</value>
    <shrsOrPrnAmt>
      <sshPrnamt>76587</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>76587</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STANLEY BLACK &amp; DECKER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>854502101</cusip>
    <value>4118</value>
    <shrsOrPrnAmt>
      <sshPrnamt>24845</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>24845</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STARBUCKS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>855244109</cusip>
    <value>13014</value>
    <shrsOrPrnAmt>
      <sshPrnamt>148017</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>148017</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>STATE STR CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>857477103</cusip>
    <value>776</value>
    <shrsOrPrnAmt>
      <sshPrnamt>9808</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>9808</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STERICYCLE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>858912108</cusip>
    <value>1913</value>
    <shrsOrPrnAmt>
      <sshPrnamt>29987</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>29987</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STRATASYS LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>M85548101</cusip>
    <value>819</value>
    <shrsOrPrnAmt>
      <sshPrnamt>40471</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>40471</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>STRYKER CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>863667101</cusip>
    <value>67687</value>
    <shrsOrPrnAmt>
      <sshPrnamt>322409</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>322169</Sole>
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      <None>240</None>
    </votingAuthority>
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    <nameOfIssuer>SUNCOR ENERGY INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>867224107</cusip>
    <value>493</value>
    <shrsOrPrnAmt>
      <sshPrnamt>15033</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>15033</Sole>
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      <None>0</None>
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    <nameOfIssuer>SVB FINL GROUP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78486Q101</cusip>
    <value>408</value>
    <shrsOrPrnAmt>
      <sshPrnamt>1627</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>1627</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SYNCHRONY FINL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>87165B103</cusip>
    <value>3982</value>
    <shrsOrPrnAmt>
      <sshPrnamt>110570</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>110570</Sole>
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      <None>0</None>
    </votingAuthority>
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    <nameOfIssuer>SYNOPSYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871607107</cusip>
    <value>5169</value>
    <shrsOrPrnAmt>
      <sshPrnamt>37131</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>37131</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>SYSCO CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>871829107</cusip>
    <value>5105</value>
    <shrsOrPrnAmt>
      <sshPrnamt>59682</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>59682</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>T MOBILE US INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872590104</cusip>
    <value>19185</value>
    <shrsOrPrnAmt>
      <sshPrnamt>244646</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>235837</Sole>
      <Shared>0</Shared>
      <None>8809</None>
    </votingAuthority>
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  <infoTable>
    <nameOfIssuer>TAIWAN SEMICONDUCTOR MFG LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874039100</cusip>
    <value>1677</value>
    <shrsOrPrnAmt>
      <sshPrnamt>28868</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>28868</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAKEDA PHARMACEUTICAL CO LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874060205</cusip>
    <value>2889</value>
    <shrsOrPrnAmt>
      <sshPrnamt>146432</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>146432</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAKE-TWO INTERACTIVE SOFTWAR</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>874054109</cusip>
    <value>10318</value>
    <shrsOrPrnAmt>
      <sshPrnamt>84278</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>84278</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
  </infoTable>
  <infoTable>
    <nameOfIssuer>TAL EDUCATION GROUP</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>874080104</cusip>
    <value>719</value>
    <shrsOrPrnAmt>
      <sshPrnamt>14915</sshPrnamt>
      <sshPrnamtType>SH</sshPrnamtType>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>14915</Sole>
      <Shared>0</Shared>
      <None>0</None>
    </votingAuthority>
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      <Sole>38772</Sole>
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      <None>0</None>
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    <cusip>87612E106</cusip>
    <value>2839</value>
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      <None>0</None>
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    <nameOfIssuer>TATA MTRS LTD</nameOfIssuer>
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    <cusip>876568502</cusip>
    <value>7489</value>
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    <cusip>H84989104</cusip>
    <value>1540</value>
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      <Sole>16073</Sole>
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    <cusip>878742204</cusip>
    <value>375</value>
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      <Sole>21596</Sole>
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    <nameOfIssuer>TEGNA INC</nameOfIssuer>
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    <cusip>87901J105</cusip>
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      <None>0</None>
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    <nameOfIssuer>TESLA INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88160R101</cusip>
    <value>212682</value>
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    <nameOfIssuer>TEVA PHARMACEUTICAL INDS LTD</nameOfIssuer>
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    <cusip>881624209</cusip>
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    <nameOfIssuer>TEXAS INSTRS INC</nameOfIssuer>
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    <cusip>882508104</cusip>
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    <votingAuthority>
      <Sole>49169</Sole>
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    <nameOfIssuer>THE CHARLES SCHWAB CORPORATI</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>808513105</cusip>
    <value>938</value>
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      <sshPrnamt>19721</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>19721</Sole>
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      <None>0</None>
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    <nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>883556102</cusip>
    <value>57373</value>
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      <sshPrnamt>176603</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>176603</Sole>
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      <None>0</None>
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    <nameOfIssuer>TIFFANY &amp; CO NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>886547108</cusip>
    <value>2882</value>
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      <sshPrnamt>21563</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>21563</Sole>
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      <None>0</None>
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    <nameOfIssuer>TILRAY INC</nameOfIssuer>
    <titleOfClass>COM CL 2</titleOfClass>
    <cusip>88688T100</cusip>
    <value>1146</value>
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      <sshPrnamt>66878</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>66878</Sole>
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      <None>0</None>
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    <nameOfIssuer>TJX COS INC NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>872540109</cusip>
    <value>4722</value>
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      <sshPrnamt>77326</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>77326</Sole>
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      <None>0</None>
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    <nameOfIssuer>TOYOTA MOTOR CORP</nameOfIssuer>
    <titleOfClass>SP ADR REP2COM</titleOfClass>
    <cusip>892331307</cusip>
    <value>676</value>
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      <sshPrnamt>4813</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4813</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRACTOR SUPPLY CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>892356106</cusip>
    <value>2527</value>
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      <sshPrnamt>27046</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>27046</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRANSDIGM GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>893641100</cusip>
    <value>3558</value>
    <shrsOrPrnAmt>
      <sshPrnamt>6354</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>6354</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRANSOCEAN LTD</nameOfIssuer>
    <titleOfClass>REG SHS</titleOfClass>
    <cusip>H8817H100</cusip>
    <value>10281</value>
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    <votingAuthority>
      <Sole>1494328</Sole>
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    <nameOfIssuer>TRAVELERS COMPANIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89417E109</cusip>
    <value>730</value>
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      <sshPrnamt>5331</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>TRIP COM GROUP LTD</nameOfIssuer>
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    <cusip>89677Q107</cusip>
    <value>563</value>
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    <votingAuthority>
      <Sole>16791</Sole>
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      <None>0</None>
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    <nameOfIssuer>TRIPADVISOR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>896945201</cusip>
    <value>1479</value>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
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    <nameOfIssuer>TRUIST FINL CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>89832Q109</cusip>
    <value>276</value>
    <shrsOrPrnAmt>
      <sshPrnamt>4904</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
    <votingAuthority>
      <Sole>4904</Sole>
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      <None>0</None>
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    <nameOfIssuer>TWITTER INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90184L102</cusip>
    <value>19762</value>
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    <votingAuthority>
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    <nameOfIssuer>TYSON FOODS INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>902494103</cusip>
    <value>4328</value>
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      <Sole>47538</Sole>
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    <nameOfIssuer>UBER TECHNOLOGIES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90353T100</cusip>
    <value>20538</value>
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    <nameOfIssuer>ULTA BEAUTY INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>90384S303</cusip>
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    <votingAuthority>
      <Sole>23605</Sole>
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    <cusip>904311107</cusip>
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      <Sole>321612</Sole>
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    <nameOfIssuer>UNDER ARMOUR INC</nameOfIssuer>
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    <value>1239</value>
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    <votingAuthority>
      <Sole>64613</Sole>
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    <nameOfIssuer>UNION PACIFIC CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>907818108</cusip>
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      <Sole>47344</Sole>
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    <nameOfIssuer>UNITED PARCEL SERVICE INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>911312106</cusip>
    <value>8732</value>
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      <Sole>74592</Sole>
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    <nameOfIssuer>UNITED RENTALS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>911363109</cusip>
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      <Sole>12568</Sole>
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    <nameOfIssuer>UNITED STATES OIL FUND LP</nameOfIssuer>
    <titleOfClass>UNITS</titleOfClass>
    <cusip>91232N108</cusip>
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      <Sole>242480</Sole>
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    <nameOfIssuer>UNITED STATES STL CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>912909108</cusip>
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      <Sole>64104</Sole>
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  <infoTable>
    <nameOfIssuer>UNITED TECHNOLOGIES CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>913017109</cusip>
    <value>11378</value>
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      <sshPrnamt>75972</sshPrnamt>
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    <investmentDiscretion>SOLE</investmentDiscretion>
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      <Sole>75972</Sole>
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    <nameOfIssuer>UNITEDHEALTH GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91324P102</cusip>
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      <sshPrnamt>82691</sshPrnamt>
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      <Sole>82691</Sole>
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    <nameOfIssuer>UNIVERSAL HLTH SVCS INC</nameOfIssuer>
    <titleOfClass>CL B</titleOfClass>
    <cusip>913903100</cusip>
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      <sshPrnamt>1402</sshPrnamt>
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      <Sole>1402</Sole>
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    <nameOfIssuer>US BANCORP DEL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>902973304</cusip>
    <value>1755</value>
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      <Sole>29607</Sole>
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    <nameOfIssuer>V F CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>918204108</cusip>
    <value>10367</value>
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      <Sole>104022</Sole>
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    <nameOfIssuer>VALE S A</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>91912E105</cusip>
    <value>7121</value>
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      <sshPrnamt>539438</sshPrnamt>
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      <Sole>539438</Sole>
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  <infoTable>
    <nameOfIssuer>VALERO ENERGY CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>91913Y100</cusip>
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      <Sole>26081</Sole>
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