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
ABBOTT LAB COM 002824100 10,355 113,261 SH   SOLE   113,261 0 0
ABBVIE INC COM 00287Y109 16,690 170,000 SH   SOLE   170,000 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9,197 42,836 SH   SOLE   42,836 0 0
ADOBE INC COM 00724F101 46,273 106,300 SH   SOLE   106,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107 19,991 380,000 SH   SOLE   380,000 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 16,063 150,000 SH   SOLE   150,000 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 1,201 7,406 SH   SOLE   7,406 0 0
ALGONQUIN PWR UTILS CORP COM 015857105 1,258 97,687 SH   SOLE   97,687 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 28,703 133,073 SH   SOLE   133,073 0 0
ALPHABET INC CAP STK CAP STK CL A 02079K305 4,262 3,006 SH   SOLE   3,006 0 0
ALPHABET INC CAP STK CAP STK CL C 02079K107 26,858 19,000 SH   SOLE   19,000 0 0
AMAZON COM INC COM 023135106 5,189 1,881 SH   SOLE   1,881 0 0
AMERICAN EXPRESS CO COM 025816109 1,258 13,223 SH   SOLE   13,223 0 0
AMETEK INC COM 031100100 1,463 16,377 SH   SOLE   16,377 0 0
AMGEN INC COM 031162100 11,793 50,000 SH   SOLE   50,000 0 0
ANALOG DEVICES INC COM 032654105 1,301 10,611 SH   SOLE   10,611 0 0
ANTERO RES CORP COM 03674X106 1,446 569,475 SH   SOLE   569,475 0 0
ANTHEM INC COM 036752103 7,889 30,000 SH   SOLE   30,000 0 0
APPLE INC COM 037833100 185,941 509,708 SH   SOLE   509,708 0 0
AT&T INC COM 00206R102 1,314 43,493 SH   SOLE   43,493 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,647 9,227 SH   SOLE   9,227 0 0
BIO RAD LABS INC CL A 090572207 2,257 5,000 SH   SOLE   5,000 0 0
BIOGEN INC COM 09062X103 8,026 30,000 SH   SOLE   30,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 16,034 130,000 SH   SOLE   130,000 0 0
BK OF AMERICA CORP COM 060505104 1,509 63,547 SH   SOLE   63,547 0 0
BOSTON SCIENTIFIC CORP COM 101137107 8,777 250,000 SH   SOLE   250,000 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 13,524 230,000 SH   SOLE   230,000 0 0
BROADCOM INC COM 11135F101 32,507 103,000 SH   SOLE   103,000 0 0
BURLINGTON STORES INC COM 122017106 3,938 20,000 SH   SOLE   20,000 0 0
CAMDEN PPTY TR SH BEN INT TR SH BEN INT 133131102 1,451 15,911 SH   SOLE   15,911 0 0
CANADIAN IMP BK COMM COM 136069101 1,432 21,507 SH   SOLE   21,507 0 0
CATERPILLAR INC DEL COM 149123101 18,975 150,000 SH   SOLE   150,000 0 0
CENTENE CORP DEL COM 15135B101 6,355 100,000 SH   SOLE   100,000 0 0
CIGNA CORP NEW COM 125523100 6,676 35,580 SH   SOLE   35,580 0 0
CISCO SYS INC COM 17275R102 1,399 30,015 SH   SOLE   30,015 0 0
CITIGROUP INC COM NEW 172967424 1,818 35,591 SH   SOLE   35,591 0 0
COCA COLA CO COM 191216100 13,507 302,310 SH   SOLE   302,310 0 0
COLGATE PALMOLIVE CO COM 194162103 2,726 37,223 SH   SOLE   37,223 0 0
COMCAST CORP CL A 20030N101 1,123 28,820 SH   SOLE   28,820 0 0
COOPER COS INC COM NEW 216648402 5,672 20,000 SH   SOLE   20,000 0 0
COSTAR GROUP INC COM 22160N109 4,619 6,500 SH   SOLE   6,500 0 0
CVS HEALTH CORP COM 126650100 6,497 100,000 SH   SOLE   100,000 0 0
DANAHER CORPORATION COM 235851102 10,609 60,000 SH   SOLE   60,000 0 0
DATADOG INC CL A COM 23804L103 28,258 325,000 SH   SOLE   325,000 0 0
DBX ETF TR XTRACK HRVST CSI CSI 233051879 16,210 545,635 SH   SOLE   545,635 0 0
DEXCOM INC COM 252131107 8,108 20,000 SH   SOLE   20,000 0 0
DISNEY WALT CO COM DISNEY 254687106 1,451 13,017 SH   SOLE   13,017 0 0
DOLLAR GEN CORP NEW NEW COM 256677105 9,159 48,080 SH   SOLE   48,080 0 0
EDWARDS LIFESCIENCES CORP COM 28176E112 8,293 120,000 SH   SOLE   120,000 0 0
EMERSON ELEC CO COM 291011104 4,896 78,938 SH   SOLE   78,938 0 0
EQUIFAX INC COM 294429105 3,437 20,000 SH   SOLE   20,000 0 0
FACEBOOK INC CL A 30303M102 25,524 112,407 SH   SOLE   112,407 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 1,197 8,927 SH   SOLE   8,927 0 0
FIRST TR EXCHANGE TRADED FD NASDAQ CYB 33734X846 26,432 800,000 SH   SOLE   800,000 0 0
FISERV INC COM 337738108 925 9,478 SH   SOLE   9,478 0 0
FORTIVE CORP COM 34959J108 3,383 50,000 SH   SOLE   50,000 0 0
FRANCO NEV CORP COM 351858105 1,276 9,165 SH   SOLE   9,165 0 0
GENERAL ELECTRIC CO COM 369604103 2,732 400,000 SH   SOLE   400,000 0 0
GENERAL MTRS CO COM 37045V100 5,186 205,000 SH   SOLE   205,000 0 0
GILEAD SCIENCES INC COM 375558103 9,232 120,000 SH   SOLE   120,000 0 0
GLOBAL PMTS INC COM 37940X102 7,632 45,000 SH   SOLE   45,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,191 6,029 SH   SOLE   6,029 0 0
HCA HEALTHCARE INC COM 40412C101 3,882 40,000 SH   SOLE   40,000 0 0
HOME DEPOT INC COM 437076102 13,562 54,138 SH   SOLE   54,138 0 0
HUMANA INC COM 444859102 7,755 20,000 SH   SOLE   20,000 0 0
IDEXX LABS INC COM 45168D104 3,301 10,000 SH   SOLE   10,000 0 0
IHS MARKIT LTD SHS CLASS A G47567105 10,713 141,899 SH   SOLE   141,899 0 0
INTEL CORP COM CLASS A 458140100 25,446 425,307 SH   SOLE   425,307 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 14,473 25,400 SH   SOLE   25,400 0 0
INVESCO EXCH TRADED FD TR II KBW BK ET ET CLASS A 46138E628 16,155 422,600 SH   SOLE   422,600 0 0
INVESCO QQQ TR TR UNIT SER 1 04609E110 207,409 837,679 SH   SOLE   837,679 0 0
IQVIA HLDGS INC COM CLASS A 46266C105 5,675 40,000 SH   SOLE   40,000 0 0
ISHARES INC CORE MSCI EMKT MSCI EMKT 46434G103 330,414 6,941,472 SH   SOLE   6,941,472 0 0
ISHARES INC MSCI CDA ETF CDA ETF 464286509 10,507 406,000 SH   SOLE   406,000 0 0
ISHARES INC MSCI HONG KG ETF ETF CLASS A 464286871 23,524 1,100,806 SH   SOLE   1,100,806 0 0
ISHARES TR CORE S&P500 ETF S&P500 ETF 464287200 7,370 23,801 SH   SOLE   23,801 0 0
ISHARES TR IBOXX HI YD ETF ETF CLASS A 464288513 122,430 1,500,000 SH   SOLE   1,500,000 0 0
ISHARES TR IBOXX INV CP ETF ETF CLASS A 464287242 103,812 771,840 SH   SOLE   771,840 0 0
ISHARES TR MSCI EMG MKT ETF ETF CLASS A 464287234 442,326 11,060,930 SH   SOLE   11,060,930 0 0
ISHARES TR MSCI INDIA ETF INDIA ETF 46429B598 6,589 227,068 SH   SOLE   227,068 0 0
ISHARES TR MSCI SAUDI ARBIA SAUDI ARBIA 46434V423 2,670 101,459 SH   SOLE   101,459 0 0
ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 99,063 691,884 SH   SOLE   691,884 0 0
ISHARES TR S&P 500 VAL ETF ETF CLASS A 464287408 58,703 542,494 SH   SOLE   542,494 0 0
JOHNSON & JOHNSON COM CLASS A 478160104 25,951 184,540 SH   SOLE   184,540 0 0
JPMORGAN CHASE & CO CO COM 46625H100 2,132 22,674 SH   SOLE   22,674 0 0
KIMBERLY CLARK CORP COM 494368103 7,067 50,000 SH   SOLE   50,000 0 0
KINDER MORGAN INC DEL COM 49456B101 1,315 86,730 SH   SOLE   86,730 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 66,882 1,079,800 SH   SOLE   1,079,800 0 0
LAREDO PETROLEUM INC COM ADDED 516806205 76 5,500 SH   SOLE   5,500 0 0
LAUDER ESTEE COS INC COM 518439104 2,830 15,000 SH   SOLE   15,000 0 0
LILLY ELI & CO COM CO COM 532457108 21,343 130,000 SH   SOLE   130,000 0 0
LINDE PLC SHS CLASS A G5494J103 1,349 6,364 SH   SOLE   6,364 0 0
MARRIOTT INTL INC A CLASS A 571903202 1,061 12,379 SH   SOLE   12,379 0 0
MASTERCARD INCORPORATED A CLASS A 57636Q104 25,523 86,314 SH   SOLE   86,314 0 0
MCDONALDS CORP COM 580135101 1,448 7,854 SH   SOLE   7,854 0 0
MEDTRONIC PLC SHS CLASS A G5960L103 10,379 113,188 SH   SOLE   113,188 0 0
MERCK & CO INC INC COM 58933Y105 13,895 179,688 SH   SOLE   179,688 0 0
MICROSOFT CORP COM 594918104 169,665 833,698 SH   SOLE   833,698 0 0
MID-AMER APT CMNTYS INC COM 59522J103 1,844 16,084 SH   SOLE   16,084 0 0
MONDELEZ INTL INC CL A 609207105 6,182 120,914 SH   SOLE   120,914 0 0
MOODYS CORP COM 615369105 1,114 4,058 SH   SOLE   4,058 0 0
NETFLIX INC COM 64110L106 1,166 2,563 SH   SOLE   2,563 0 0
NIKE INC B CLASS A 654106103 8,601 87,725 SH   SOLE   87,725 0 0
NVIDIA CORPORATION COM 67066G104 31,127 81,935 SH   SOLE   81,935 0 0
OTIS WORLDWIDE CORP COM 68902V107 5,686 100,000 SH   SOLE   100,000 0 0
PAYCHEX INC COM 704326107 1,375 18,160 SH   SOLE   18,160 0 0
PAYPAL HLDGS INC COM 70450Y103 32,813 188,334 SH   SOLE   188,334 0 0
PEPSICO INC COM 713448108 10,204 77,155 SH   SOLE   77,155 0 0
PERRIGO CO PLC SHS CLASS A G97822103 5,527 100,000 SH   SOLE   100,000 0 0
PFIZER INC COM 717081103 11,800 360,862 SH   SOLE   360,862 0 0
PROCTER AND GAMBLE CO CO COM 742718109 22,798 190,667 SH   SOLE   190,667 0 0
PRUDENTIAL FINL INC COM 744320102 1,538 25,262 SH   SOLE   25,262 0 0
QUEST DIAGNOSTICS INC COM 74834L100 11,396 100,000 SH   SOLE   100,000 0 0
READY CAPITAL CORP COM 75574U101 704 81,074 SH   SOLE   81,074 0 0
REGENERON PHARMACEUTICALS COM 75886F107 9,354 15,000 SH   SOLE   15,000 0 0
ROYAL BK CDA COM 780087102 1,549 22,906 SH   SOLE   22,906 0 0
S&P GLOBAL INC COM 78409V104 1,142 3,468 SH   SOLE   3,468 0 0
SALESFORCE COM INC COM 79466L302 20,192 107,789 SH   SOLE   107,789 0 0
SCHLUMBERGER LTD COM 806857108 1,834 99,739 SH   SOLE   99,739 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 13,561 231,269 SH   SOLE   231,269 0 0
SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 20,610 300,000 SH   SOLE   300,000 0 0
SHOPIFY INC CAD NPV COM CL A 82509L107 1,065 1,125 SH   SOLE   1,125 0 0
SHOPIFY INC CL A 82509L107 7,593 8,000 SH   SOLE   8,000 0 0
SPDR SER TR S&P REGL BKG CLASS A 78464A698 15,221 396,500 SH   SOLE   396,500 0 0
SPLUNK INC COM 848637104 17,883 90,000 SH   SOLE   90,000 0 0
STANLEY BLACK & DECKER INC COM 854502101 5,594 40,140 SH   SOLE   40,140 0 0
STARBUCKS CORP COM 855244109 1,063 14,458 SH   SOLE   14,458 0 0
STRYKER CORPORATION COM 863667101 8,239 45,729 SH   SOLE   45,729 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED 874039100 21,004 370,000 SH   SOLE   370,000 0 0
TARGET CORP COM 87612E106 6,430 53,615 SH   SOLE   53,615 0 0
TELEFLEX INCORPORATED COM 879369106 3,639 10,000 SH   SOLE   10,000 0 0
TESLA INC COM 88160R101 3,239 3,000 SH   SOLE   3,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 15,667 43,241 SH   SOLE   43,241 0 0
TJX COS INC NEW COM 872540109 11,647 230,368 SH   SOLE   230,368 0 0
TRANSUNION COM 89400J107 1,222 14,047 SH   SOLE   14,047 0 0
ULTA BEAUTY INC COM 90384S303 6,102 30,000 SH   SOLE   30,000 0 0
UNION PAC CORP COM 907818108 4,395 26,000 SH   SOLE   26,000 0 0
UNITED RENTALS INC COM 911363109 4,471 30,000 SH   SOLE   30,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 25,391 86,089 SH   SOLE   86,089 0 0
VANGUARD INDEX FDS S&P 500 ETF SHS CLASS A 922908363 1,011,772 3,569,744 SH   SOLE   3,569,744 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP CLASS A 92206C870 161,738 1,700,000 SH   SOLE   1,700,000 0 0
VEEVA SYS INC CL A COM 922475108 3,516 15,000 SH   SOLE   15,000 0 0
VERISK ANALYTICS INC COM 92345Y106 8,139 47,824 SH   SOLE   47,824 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 1,137 21,215 SH   SOLE   21,215 0 0
VERRA MOBILITY CORP COM 92511U102 4,127 401,500 SH   SOLE   401,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 13,266 45,697 SH   SOLE   45,697 0 0
VISA INC COM 92826C839 25,413 131,559 SH   SOLE   131,559 0 0
XPO LOGISTICS INC COM 983793100 4,635 60,000 SH   SOLE   60,000 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 8,958 35,000 SH   SOLE   35,000 0 0
ZOETIS INC A CLASS A 98978V103 8,222 60,000 SH   SOLE   60,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A SPONSORED ADS A 98980A105 6,424 175,000 SH   SOLE   175,000 0 0
DADA NEXUS LTD ADS ADDED ADS ADDED 23344D108 11,150 500,000 SH   SOLE   500,000 0 0