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
3M CO COM 88579Y101 6,945 50,843 SH   SOLE   6,945 0 0
58.COM ADR SPON ADR REP A 31680Q104 594 12,200 SH   SOLE   594 0 0
58.COM INC SPON ADR REP A 31680Q104 4,609 94,611 SH   SOLE   4,609 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 8,766 148,237 SH   SOLE   8,766 0 0
ALIBABA GROUP HLDG ADR COM 01609W102 1,511 7,770 SH   SOLE   1,511 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102 19,238 98,991 SH   SOLE   19,238 0 0
ALPHABET INC COM 02079K305 27,302 23,496 SH   SOLE   27,302 0 0
AMAZON.COM INC COM 023135106 15,802 8,112 SH   SOLE   15,802 0 0
AMERICAN EXPRESS CO COM 025816109 5,298 61,878 SH   SOLE   5,298 0 0
AMERICAN INTERNATIONAL GROUP INC COM 026874784 2,315 95,499 SH   SOLE   2,315 0 0
APPLE INC COM 037833100 11,954 47,010 SH   SOLE   11,954 0 0
APPLIED MATERIALS INC COM 038222105 5,763 125,653 SH   SOLE   5,763 0 0
ARCO PLATFORM LTD COM CL A G04553106 1,174 27,700 SH   SOLE   1,174 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,708 510,628 SH   SOLE   1,708 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC COM 04316A108 5,586 260,356 SH   SOLE   5,586 0 0
AUTOHOME INC COM 05278C107 2,503 35,244 SH   SOLE   2,503 0 0
AVNET INC COM 053807103 6,130 244,289 SH   SOLE   6,130 0 0
BAIDU INC SPON ADR REP A 056752108 161,631 1,604,116 SH   SOLE   161,631 0 0
BAKER HUGHES CO COM 05722G100 6,488 618,185 SH   SOLE   6,488 0 0
BANCOLOMBIA SA SPON ADR PREF 05968L102 1,732 286,353 SH   SOLE   1,732 0 0
BANK OF AMERICA CORP COM 060505104 15,489 730,042 SH   SOLE   15,489 0 0
BARRICK GOLD CORP COM 067901108 3,946 217,000 SH   SOLE   3,946 0 0
BLUE APRON HOLDINGS INC SPONSORED ADS 09523Q200 4,199 346,666 SH   SOLE   4,199 0 0
BOOKING HOLDINGS INC SPONSORED ADS 09857L108 42,613 31,678 SH   SOLE   42,613 0 0
BORGWARNER INC SPONSORED ADS 099724106 7,506 307,563 SH   SOLE   7,506 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 8,158 146,431 SH   SOLE   8,158 0 0
CAPRI HOLDINGS SHS G1890L107 4,373 405,106 SH   SOLE   4,373 0 0
CATERPILLAR INC COM 149123101 4,656 40,098 SH   SOLE   4,656 0 0
CEMEX SAB DE CV COM 151290889 6,186 2,911,982 SH   SOLE   6,186 0 0
CISCO SYSTEMS INC COM 17275R102 7,876 200,466 SH   SOLE   7,876 0 0
CITIGROUP INC COM 172967424 105,099 2,496,108 SH   SOLE   105,099 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 7,361 391,450 SH   SOLE   7,361 0 0
CNOOC LTD SPONSORED ADR 126132109 4,808 4,586,800 SH   SOLE   4,808 0 0
COCA-COLA CO/THE COM 191216100 6,892 155,814 SH   SOLE   6,892 0 0
COLGATE-PALMOLIVE CO COM 194162103 6,495 97,888 SH   SOLE   6,495 0 0
CRITEO SA-SPON ADR COM 226718104 3,578 450,640 SH   SOLE   3,578 0 0
CVS Health Corp COM 126650100 7,196 121,197 SH   SOLE   7,196 0 0
DEVON ENERGY CORP COM 25179M103 3,374 489,290 SH   SOLE   3,374 0 0
DISCOVERY INC COM 25470F104 3,051 156,898 SH   SOLE   3,051 0 0
DROPBOX INC COM 26210C104 8,957 494,974 SH   SOLE   8,957 0 0
DXC TECHNOLOGY CO COM 23355L106 3,389 259,780 SH   SOLE   3,389 0 0
EASTMAN CHEMICAL CO COM 277432100 1,512 32,500 SH   SOLE   1,512 0 0
EBAY INC COM 278642103 10,150 337,674 SH   SOLE   10,150 0 0
ELI LILLY & CO COM 532457108 5,339 38,544 SH   SOLE   5,339 0 0
ENERPLUS CORP COM 292766102 3,649 2,503,354 SH   SOLE   3,649 0 0
EXXON MOBIL CORP COM 30231G102 4,604 121,300 SH   SOLE   4,604 0 0
FACEBOOK INC CL A 30303M102 30,495 182,832 SH   SOLE   30,495 0 0
FEDEX CORP CL A 31428X106 9,030 74,534 SH   SOLE   9,030 0 0
FRANKLIN RESOURCES INC COM 354613101 394 23,600 SH   SOLE   394 0 0
FREEPORT-MCMORAN INC COM 35671D857 9,961 1,476,784 SH   SOLE   9,961 0 0
GENERAL ELECTRIC CO COM 369604103 8,154 1,028,755 SH   SOLE   8,154 0 0
GENERAL MILLS INC COM 370334104 7,257 137,453 SH   SOLE   7,257 0 0
GENERAL MOTORS CO COM 37045V100 4,109 197,699 SH   SOLE   4,109 0 0
GILEAD SCIENCES INC COM 375558103 5,264 70,450 SH   SOLE   5,264 0 0
GINKO INTERNATIONAL CO LTD ADS 36197T103 1,833 404,128 SH   SOLE   1,833 0 0
GW PHARMACEUTICALS PLC ADS 36197T103 4,917 56,000 SH   SOLE   4,917 0 0
HARLEY-DAVIDSON INC ADS 412822108 4,102 216,737 SH   SOLE   4,102 0 0
HDFC BANK LTD ADR REPS 3 SHS ADS 40415F101 7,001 182,064 SH   SOLE   7,001 0 0
HOLLYSYS AUTOMATION TECHNOLOGIES LTD ADS 459200101 7,779 601,372 SH   SOLE   7,779 0 0
HORTON (DR) ADS 23331A109 6,112 179,686 SH   SOLE   6,112 0 0
IMAX CORP ADS 45245E109 1,719 190,040 SH   SOLE   1,719 0 0
INTEL CORP COM 458140100 14,224 262,808 SH   SOLE   14,224 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 13,042 117,620 SH   SOLE   13,042 0 0
IQIYI ADR A SPONSORED ADS 46267X108 3,183 178,969 SH   SOLE   3,183 0 0
ISHARES MSCI BRAZIL ETF SPONSORED ADS 464286400 2,162 92,000 SH   SOLE   2,162 0 0
JD.COM ADR SPONSORED ADS 47215P106 11,900 293,786 SH   SOLE   11,900 0 0
JEFFERIES FINANCIAL GROUP INC SPONSORED ADS 47233W109 2,063 150,869 SH   SOLE   2,063 0 0
JOHNSON & JOHNSON COM 478160104 13,006 99,234 SH   SOLE   13,006 0 0
JOYY INC COM 46591M109 223 4,200 SH   SOLE   223 0 0
JPMORGAN CHASE & CO COM 46625H100 10,984 121,883 SH   SOLE   10,984 0 0
KELLY SERVICES INC CL A 488152208 221 17,420 SH   SOLE   221 0 0
KINROSS GOLD CORP COM 496902404 2,690 675,000 SH   SOLE   2,690 0 0
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CL A 499049104 1,710 52,149 SH   SOLE   1,710 0 0
KRAFT HEINZ CO/THE COM 500754106 6,299 254,784 SH   SOLE   6,299 0 0
LAS VEGAS SANDS CORP COM 517834107 47,396 1,116,760 SH   SOLE   47,396 0 0
MAKEMYTRIP LTD CL A 594918104 4,985 416,944 SH   SOLE   4,985 0 0
MCKESSON CORP COM 58155Q103 74,338 549,330 SH   SOLE   74,338 0 0
MERCADOLIBRE INC COM 58733R102 5,349 10,959 SH   SOLE   5,349 0 0
MICRON TECHNOLOGY INC COM 595112103 8,495 201,872 SH   SOLE   8,495 0 0
MICROSOFT CORP COM 594918104 10,393 65,914 SH   SOLE   10,393 0 0
MOMO A ADR COM 60879B107 395 18,200 SH   SOLE   395 0 0
MOMO INC ADR 60879B107 1,780 82,085 SH   SOLE   1,780 0 0
MOSAIC CO/THE COM 61945C103 5,080 470,119 SH   SOLE   5,080 0 0
MYLAN SHS EURO N59465109 9,705 650,676 SH   SOLE   9,705 0 0
NATIONAL OILWELL VARCO INC COM 637071101 5,293 539,001 SH   SOLE   5,293 0 0
NIKE INC CL B 654106103 2,261 27,300 SH   SOLE   2,261 0 0
OMNICOM GROUP INC COM 681919106 2,081 37,900 SH   SOLE   2,081 0 0
ORACLE CORP COM 68389X105 9,400 194,428 SH   SOLE   9,400 0 0
PARKER-HANNIFIN CORP COM 701094104 4,394 33,900 SH   SOLE   4,394 0 0
PAYPAL HOLDINGS INC COM 70450Y103 15,318 159,989 SH   SOLE   15,318 0 0
PETROLEO BRASILEIRO SA SPONSORED ADR 78112T206 5,132 1,903,238 SH   SOLE   5,132 0 0
PFIZER INC COM 717081103 14,019 429,393 SH   SOLE   14,019 0 0
QIWI PLC COM 74735M108 5,176 483,318 SH   SOLE   5,176 0 0
QUALCOMM INC COM 747525103 4,784 70,664 SH   SOLE   4,784 0 0
RALPH LAUREN CORP A CL A 751212101 3,944 59,027 SH   SOLE   3,944 0 0
RAYTHEON CO COM NEW 755111507 6,560 49,945 SH   SOLE   6,560 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 3,449 713,181 SH   SOLE   3,449 0 0
RUBICON TECHNOLOGY INC CL A 78112T206 454 60,436 SH   SOLE   454 0 0
SCHWAB (CHARLES) CORP COM 808513105 5,462 162,525 SH   SOLE   5,462 0 0
SINA CORP ORD G81477104 6,297 197,718 SH   SOLE   6,297 0 0
SLM CORP COM 78442P106 1,283 178,310 SH   SOLE   1,283 0 0
SNAP-ON INC COM 833034101 3,319 30,515 SH   SOLE   3,319 0 0
SOHU.COM LTD COM 83410S108 142 22,754 SH   SOLE   142 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,402 1,442,700 SH   SOLE   2,402 0 0
STATE STREET CORP COM 857477103 12,121 227,728 SH   SOLE   12,121 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD COM 874039100 5,024 105,100 SH   SOLE   5,024 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC COM 874054109 5,054 42,582 SH   SOLE   5,054 0 0
TRIP COM GROUP LTD ADR COM 89677Q107 7,054 300,415 SH   SOLE   7,054 0 0
UBER TECHNOLOGIES INC COM 90353T100 3,581 128,365 SH   SOLE   3,581 0 0
UBS GROUP AG SHS H42097107 7,313 782,004 SH   SOLE   7,313 0 0
UNITEDHEALTH GROUP INC COM 91324P102 12,048 48,325 SH   SOLE   12,048 0 0
VANGUARD S&P 500 ETF COM 922908363 7,214 30,470 SH   SOLE   7,214 0 0
VANGUARD S&P MID-CAP 400 ETF COM 921932885 2,661 27,320 SH   SOLE   2,661 0 0
VEECO INSTRUMENTS INC COM 922417100 6,039 631,290 SH   SOLE   6,039 0 0
VEON LTD ADR COM 91822M106 1,702 1,136,375 SH   SOLE   1,702 0 0
VIACOMCBS INC COM 92556H206 4,351 310,668 SH   SOLE   4,351 0 0
VIPSHOP HOLDINGS LTD COM 92763W103 812 52,090 SH   SOLE   812 0 0
VOYA FINANCIAL INC COM 929089100 5,995 148,078 SH   SOLE   5,995 0 0
WALMART INC COM 931142103 4,673 41,151 SH   SOLE   4,673 0 0
WALT DISNEY CO/THE COM DISNEY 254687106 4,155 42,990 SH   SOLE   4,155 0 0
WELLS FARGO & CO COM 949746101 10,359 361,052 SH   SOLE   10,359 0 0
WESTROCK COMPANY COM 96145D105 6,164 218,099 SH   SOLE   6,164 0 0
WNS HOLDINGS LTD COM 92932M101 1,310 30,300 SH   SOLE   1,310 0 0
YUM CHINA HOLDINGS INC COM 98850P109 236 5,539 SH   SOLE   236 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 508 5,020 SH   SOLE   508 0 0
ZIONS BANCORP NA COM 989701107 5,518 206,182 SH   SOLE   5,518 0 0
ZTO EXPRESS CAYMAN INC COM 98980A105 1,602 60,600 SH   SOLE   1,602 0 0
ZYNGA INC CL A COM 98986T108 4,866 709,915 SH   SOLE   4,866 0 0