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
BAIDU INC SPON ADR REP A 056752108 159,861 1,333,954 SH   SOLE   1,333,954 0 0
CITIGROUP INC COM NEW 172967424 156,839 3,069,555 SH   SOLE   3,069,555 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 71,853 644,800 SH   SOLE   644,800 0 0
MCKESSON CORP COM 58155Q103 66,194 431,583 SH   SOLE   431,583 0 0
LAS VEGAS SANDS CORP COM 517834107 46,821 1,028,347 SH   SOLE   1,028,347 0 0
BOOKING HOLDINGS INC COM 09857L108 46,173 28,964 SH   SOLE   28,964 0 0
ALPHABET INC CAP STK CL A 02079K305 28,652 20,207 SH   SOLE   20,207 0 0
FACEBOOK INC CL A 30303M102 27,998 123,311 SH   SOLE   123,311 0 0
PAYPAL HOLDINGS INC COM 70450Y103 23,051 132,295 SH   SOLE   132,295 0 0
AMAZON.COM INC COM 023135106 18,962 6,877 SH   SOLE   6,877 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 16,337 1,394,506 SH   SOLE   1,394,506 0 0
BANK OF AMERICA CORP COM 060505104 14,788 623,026 SH   SOLE   623,026 0 0
APPLE INC COM 037833100 14,454 39,640 SH   SOLE   39,640 0 0
FREEPORT-MCMORAN INC CL B 35671D857 14,328 1,238,894 SH   SOLE   1,238,894 0 0
INTEL CORP COM 458140100 12,985 217,068 SH   SOLE   217,068 0 0
STATE STREET CORP COM 857477103 12,544 197,293 SH   SOLE   197,293 0 0
MICROSOFT CORP COM 594918104 12,145 59,683 SH   SOLE   59,683 0 0
PFIZER INC COM 717081103 11,948 365,453 SH   SOLE   365,453 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 11,616 96,228 SH   SOLE   96,228 0 0
EBAY INC COM 278642103 10,296 196,368 SH   SOLE   196,368 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 10,253 39,712 SH   SOLE   39,712 0 0
JPMORGAN CHASE & CO COM 46625H100 10,187 108,382 SH   SOLE   108,382 0 0
JOHNSON CONTROLS INTERNATIONAL PLC SHS G51502105 9,941 291,278 SH   SOLE   291,278 0 0
CISCO SYSTEMS INC COM 17275R102 9,823 210,666 SH   SOLE   210,666 0 0
WELLS FARGO & CO COM 949746101 9,422 368,389 SH   SOLE   368,389 0 0
JOHNSON & JOHNSON COM 478160104 9,356 66,627 SH   SOLE   66,627 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 9,222 123,744 SH   SOLE   123,744 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 9,135 362,014 SH   SOLE   362,014 0 0
YANDEX NV SHS CLASS A N97284108 9,133 182,537 SH   SOLE   182,537 0 0
BORGWARNER INC COM 099724106 8,980 254,282 SH   SOLE   254,282 0 0
JD.COM INC SPON ADR CL A 47215P106 8,859 147,201 SH   SOLE   147,201 0 0
DROPBOX INC CL A 26210C104 8,839 406,089 SH   SOLE   406,089 0 0
MICRON TECHNOLOGY INC COM 595112103 8,811 171,106 SH   SOLE   171,106 0 0
MERCADOLIBRE INC COM 58733R102 8,755 8,894 SH   SOLE   8,894 0 0
MYLAN NV SHS EURO N59465109 8,424 523,412 SH   SOLE   523,412 0 0
DR HORTON INC COM 23331A109 8,414 151,846 SH   SOLE   151,846 0 0
BAKER HUGHES CO CL A 05722G100 8,391 545,035 SH   SOLE   545,035 0 0
ORACLE CORP COM 68389X105 8,222 148,790 SH   SOLE   148,790 0 0
FEDEX CORP COM 31428X106 8,218 58,652 SH   SOLE   58,652 0 0
CHARLES SCHWAB CORP/THE COM 808513105 7,777 230,540 SH   SOLE   230,540 0 0
AVNET INC COM 053807103 7,610 272,891 SH   SOLE   272,891 0 0
ENERPLUS CORP COM 292766102 7,529 2,680,903 SH   SOLE   2,680,903 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 7,344 124,950 SH   SOLE   124,950 0 0
VIACOMCBS INC CL B 92556H206 7,267 311,801 SH   SOLE   311,801 0 0
VEECO INSTRUMENTS INC COM 922417100 7,226 535,627 SH   SOLE   535,627 0 0
AMERICAN EXPRESS CO COM 025816109 7,111 74,722 SH   SOLE   74,722 0 0
CBRE GROUP INC CL A 12504L109 7,096 156,950 SH   SOLE   156,950 0 0
EXXON MOBIL CORP COM 30231G102 7,038 157,510 SH   SOLE   157,510 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 6,959 2,420,646 SH   SOLE   2,420,646 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC CL A 04316A108 6,827 210,156 SH   SOLE   210,156 0 0
3M CO COM 88579Y101 6,823 43,765 SH   SOLE   43,765 0 0
KRAFT HEINZ CO/THE COM 500754106 6,623 207,765 SH   SOLE   207,765 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 6,615 145,535 SH   SOLE   145,535 0 0
BOEING CO/THE COM 097023105 6,376 34,820 SH   SOLE   34,820 0 0
QIWI PLC SPON ADR REP B 74735M108 6,346 366,162 SH   SOLE   366,162 0 0
COCA-COLA CO/THE COM 191216100 6,259 140,229 SH   SOLE   140,229 0 0
GENERAL ELECTRIC CO COM 369604103 6,206 909,360 SH   SOLE   909,360 0 0
TRIP.COM GROUP LTD ADS 89677Q107 6,181 238,634 SH   SOLE   238,634 0 0
ACCENTURE PLC SHS CLASS A G1151C101 6,171 28,760 SH   SOLE   28,760 0 0
CVS Health Corp COM 126650100 6,160 94,876 SH   SOLE   94,876 0 0
UBER TECHNOLOGIES INC COM 90353T100 6,137 197,495 SH   SOLE   197,495 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 6,119 99,336 SH   SOLE   99,336 0 0
DEVON ENERGY CORP COM 25179M103 6,101 538,275 SH   SOLE   538,275 0 0
ZIONS BANCORP NA COM 989701107 6,028 177,285 SH   SOLE   177,285 0 0
VOYA FINANCIAL INC COM 929089100 5,880 125,988 SH   SOLE   125,988 0 0
WESTROCK CO COM 96145D105 5,880 208,216 SH   SOLE   208,216 0 0
QUALCOMM INC COM 747525103 5,790 63,490 SH   SOLE   63,490 0 0
COLGATE-PALMOLIVE CO COM 194162103 5,757 78,593 SH   SOLE   78,593 0 0
NATIONAL OILWELL VARCO INC COM 637071101 5,724 467,470 SH   SOLE   467,470 0 0
SOUTHWEST AIRLINES CO COM 844741108 5,654 165,540 SH   SOLE   165,540 0 0
UNITEDHEALTH GROUP INC COM 91324P102 5,610 19,041 SH   SOLE   19,041 0 0
ELI LILLY AND CO COM 532457108 5,601 34,153 SH   SOLE   34,153 0 0
ZYNGA INC CL A 98986T108 5,593 585,952 SH   SOLE   585,952 0 0
HARLEY-DAVIDSON INC COM 412822108 5,554 233,699 SH   SOLE   233,699 0 0
CAPRI HOLDINGS LTD SHS G1890L107 5,536 353,536 SH   SOLE   353,536 0 0
SINA CORP/CHINA ORD G81477104 5,462 152,059 SH   SOLE   152,059 0 0
BLUE APRON HOLDINGS INC CL A NEW 09523Q200 5,441 491,065 SH   SOLE   491,065 0 0
GENERAL MOTORS CO COM 37045V100 5,418 214,183 SH   SOLE   214,183 0 0
HOLLYSYS AUTOMATION TECHNOLOGIES LTD SHS G45667105 5,398 406,468 SH   SOLE   406,468 0 0
MOSAIC CO/THE COM 61945C103 5,316 424,801 SH   SOLE   424,801 0 0
PARKER-HANNIFIN CORP COM 701094104 5,165 28,170 SH   SOLE   28,170 0 0
MAKEMYTRIP LTD SHS V5633W109 5,085 331,621 SH   SOLE   331,621 0 0
NXP SEMICONDUCTORS NV COM N6596X109 5,080 44,538 SH   SOLE   44,538 0 0
GILEAD SCIENCES INC COM 375558103 4,999 64,960 SH   SOLE   64,960 0 0
STARBUCKS CORP COM 855244109 4,942 67,170 SH   SOLE   67,170 0 0
CRITEO SA SPONS ADS 226718104 4,910 431,672 SH   SOLE   431,672 0 0
CATERPILLAR INC COM 149123101 4,859 38,427 SH   SOLE   38,427 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 4,741 304,987 SH   SOLE   304,987 0 0
OMNICOM GROUP INC COM 681919106 4,732 86,710 SH   SOLE   86,710 0 0
APPLIED MATERIALS INC COM 038222105 4,680 77,445 SH   SOLE   77,445 0 0
BARRICK GOLD CORP COM 067901108 4,592 171,100 SH   SOLE   171,100 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC COM 874054109 4,542 32,570 SH   SOLE   32,570 0 0
LEGGETT & PLATT INC COM 524660107 4,500 128,110 SH   SOLE   128,110 0 0
WALMART INC COM 931142103 4,358 36,417 SH   SOLE   36,417 0 0
SNAP-ON INC COM 833034101 4,287 30,970 SH   SOLE   30,970 0 0
OWENS CORNING COM 690742101 4,112 73,770 SH   SOLE   73,770 0 0
GENERAL MILLS INC COM 370334104 4,041 65,610 SH   SOLE   65,610 0 0
DXC TECHNOLOGY CO COM 23355L106 3,891 235,720 SH   SOLE   235,720 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102 3,870 17,941 SH   SOLE   17,941 0 0
RALPH LAUREN CORP CL A 751212101 3,712 51,198 SH   SOLE   51,198 0 0
SOUTHWESTERN ENERGY CO COM 845467109 3,264 1,277,496 SH   SOLE   1,277,496 0 0
IQIYI INC SPONSORED ADS 46267X108 3,150 135,909 SH   SOLE   135,909 0 0
FISERV INC COM 337738108 3,128 32,070 SH   SOLE   32,070 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 3,069 25,000 SH   SOLE   25,000 0 0
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CL A 499049104 3,064 73,459 SH   SOLE   73,459 0 0
DISCOVERY INC COM SER A 25470F104 3,019 143,170 SH   SOLE   143,170 0 0
KINROSS GOLD CORP COM 496902404 2,998 415,000 SH   SOLE   415,000 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 2,774 88,976 SH   SOLE   88,976 0 0
ISHARES MSCI BRAZIL ETF MSCI BRAZIL ETF 464286400 2,648 92,000 SH   SOLE   92,000 0 0
MANCHESTER UNITED PLC ORD CL A G5784H106 2,474 156,382 SH   SOLE   156,382 0 0
MATTEL INC COM 577081102 2,348 242,930 SH   SOLE   242,930 0 0
NIKE INC CL B 654106103 2,336 23,830 SH   SOLE   23,830 0 0
CORP AMERICA AIRPORTS SA COM L1995B107 2,169 997,190 SH   SOLE   997,190 0 0
EASTMAN CHEMICAL CO COM 277432100 2,159 30,980 SH   SOLE   30,980 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 2,109 502,658 SH   SOLE   502,658 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 1,914 25,354 SH   SOLE   25,354 0 0
IMAX CORP COM 45245E109 1,771 157,930 SH   SOLE   157,930 0 0
WW GRAINGER INC COM 384802104 1,734 5,520 SH   SOLE   5,520 0 0
VEON LTD SPONSORED ADR 91822M106 1,685 938,775 SH   SOLE   938,775 0 0
WW INTERNATIONAL INC COM 98262P101 1,512 59,600 SH   SOLE   59,600 0 0
OPEN TEXT CORP COM 683715106 1,475 34,820 SH   SOLE   34,820 0 0
BANCOLOMBIA SA SPON ADR PREF 05968L102 1,467 225,891 SH   SOLE   225,891 0 0
CHEESECAKE FACTORY INC/THE COM 163072101 1,414 61,740 SH   SOLE   61,740 0 0
CARS.COM INC COM 14575E105 1,407 244,040 SH   SOLE   244,040 0 0
MOMO INC ADR 60879B107 1,374 78,555 SH   SOLE   78,555 0 0
TRIPADVISOR INC COM 896945201 1,320 69,430 SH   SOLE   69,430 0 0
H&R BLOCK INC COM 093671105 1,212 84,890 SH   SOLE   84,890 0 0
L BRANDS INC COM 501797104 1,197 79,900 SH   SOLE   79,900 0 0
EXTENDED STAY AMERICA INC UNIT 99/99/9999B 30224P200 1,139 101,710 SH   SOLE   101,710 0 0
WESTERN UNION CO/THE COM 959802109 1,133 52,410 SH   SOLE   52,410 0 0
SLM CORP COM 78442P106 1,087 154,710 SH   SOLE   154,710 0 0
FRANKLIN RESOURCES INC COM 354613101 1,009 48,100 SH   SOLE   48,100 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 979 8,200 SH   SOLE   8,200 0 0
KOSMOS ENERGY LTD COM 500688106 773 470,000 SH   SOLE   470,000 0 0
DARDEN RESTAURANTS INC COM 237194105 739 9,750 SH   SOLE   9,750 0 0
PING IDENTITY HOLDING CORP COM 72341T103 626 19,528 SH   SOLE   19,528 0 0
DYNATRACE INC COM 268150109 558 13,740 SH   SOLE   13,740 0 0
RE/MAX HOLDINGS INC CL A 75524W108 535 17,030 SH   SOLE   17,030 0 0
JOYY INC ADS REPSTG COM A 46591M109 372 4,200 SH   SOLE   4,200 0 0
TATA MOTORS LTD SPONSORED ADR 876568502 307 46,660 SH   SOLE   46,660 0 0