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 203,209 940,111 SH   SOLE   940,111 0 0
CITIGROUP INC COM NEW 172967424 187,139 3,035,238 SH   SOLE   3,035,238 0 0
WALT DISNEY CO/THE COM 254687106 146,307 807,717 SH   SOLE   807,717 0 0
OWENS CORNING COM 690742101 115,554 1,525,152 SH   SOLE   1,525,152 0 0
BOOKING HOLDINGS INC COM 09857L108 84,739 38,082 SH   SOLE   38,082 0 0
LAS VEGAS SANDS CORP COM 517834107 74,839 1,255,608 SH   SOLE   1,255,608 0 0
BAKER HUGHES CO CL A 05722G100 68,900 3,305,292 SH   SOLE   3,305,292 0 0
ALPHABET INC CAP STK CL A 02079K305 30,685 17,517 SH   SOLE   17,517 0 0
PAYPAL HOLDINGS INC COM 70450Y103 24,745 105,686 SH   SOLE   105,686 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 22,948 1,079,656 SH   SOLE   1,079,656 0 0
FACEBOOK INC CL A 30303M102 20,346 74,507 SH   SOLE   74,507 0 0
APPLE INC COM 037833100 19,665 148,320 SH   SOLE   148,320 0 0
AMAZON.COM INC COM 023135106 18,753 5,758 SH   SOLE   5,758 0 0
JPMORGAN CHASE & CO COM 46625H100 18,137 142,858 SH   SOLE   142,858 0 0
STATE STREET CORP COM 857477103 15,841 217,673 SH   SOLE   217,673 0 0
CHARLES SCHWAB CORP/THE COM 808513105 14,367 270,890 SH   SOLE   270,890 0 0
CITIZENS FINANCIAL GROUP INC COM 174610105 14,250 398,559 SH   SOLE   398,559 0 0
PFIZER INC COM 717081103 13,245 360,041 SH   SOLE   360,041 0 0
JOHNSON CONTROLS INTERNATIONAL PLC SHS G51502105 13,125 281,734 SH   SOLE   281,734 0 0
INTEL CORP COM 458140100 12,832 257,501 SH   SOLE   257,501 0 0
CAPRI HOLDINGS LTD SHS G1890L107 12,484 297,486 SH   SOLE   297,486 0 0
MICROSOFT CORP COM 594918104 12,378 55,687 SH   SOLE   55,687 0 0
AVNET INC COM 053807103 12,357 351,910 SH   SOLE   351,910 0 0
MCKESSON CORP COM 58155Q103 12,242 70,353 SH   SOLE   70,353 0 0
ORACLE CORP COM 68389X105 12,239 189,230 SH   SOLE   189,230 0 0
JOHNSON & JOHNSON COM 478160104 12,033 76,510 SH   SOLE   76,510 0 0
FEDEX CORP COM 31428X106 11,674 44,962 SH   SOLE   44,962 0 0
FREEPORT-MCMORAN INC CL B 35671D857 11,651 447,847 SH   SOLE   447,847 0 0
CRITEO SA SPONS ADS 226718104 11,600 566,482 SH   SOLE   566,482 0 0
MAKEMYTRIP LTD SHS V5633W109 11,245 380,470 SH   SOLE   380,470 0 0
ARTISAN PARTNERS ASSET MANAGEMENT INC CL A 04316A108 11,142 221,176 SH   SOLE   221,176 0 0
STARBUCKS CORP COM 855244109 10,895 101,820 SH   SOLE   101,820 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 10,397 2,012,742 SH   SOLE   2,012,742 0 0
UBER TECHNOLOGIES INC COM 90353T100 10,236 200,675 SH   SOLE   200,675 0 0
INTERNATIONAL BUSINESS MACHINES CORP COM 459200101 10,133 80,505 SH   SOLE   80,505 0 0
AMERICAN EXPRESS CO COM 025816109 10,082 83,404 SH   SOLE   83,404 0 0
AFFILIATED MANAGERS GROUP INC COM 008252108 10,008 98,434 SH   SOLE   98,434 0 0
UNITEDHEALTH GROUP INC COM 91324P102 9,543 27,230 SH   SOLE   27,230 0 0
GENERAL ELECTRIC CO COM 369604103 9,512 881,251 SH   SOLE   881,251 0 0
HARLEY-DAVIDSON INC COM 412822108 9,253 251,979 SH   SOLE   251,979 0 0
VIATRIS INC COM 92556V106 9,117 486,684 SH   SOLE   486,684 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 8,955 125,154 SH   SOLE   125,154 0 0
OMNICOM GROUP INC COM 681919106 8,803 141,200 SH   SOLE   141,200 0 0
3M CO COM 88579Y101 8,674 49,634 SH   SOLE   49,634 0 0
EBAY INC COM 278642103 8,622 171,616 SH   SOLE   171,616 0 0
BORGWARNER INC COM 099724106 8,614 222,962 SH   SOLE   222,962 0 0
MOSAIC CO/THE COM 61945C103 8,559 372,049 SH   SOLE   372,049 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 8,327 115,291 SH   SOLE   115,291 0 0
CISCO SYSTEMS INC COM 17275R102 8,216 183,660 SH   SOLE   183,660 0 0
DROPBOX INC CL A 26210C104 8,174 368,429 SH   SOLE   368,429 0 0
DR HORTON INC COM 23331A109 7,956 115,446 SH   SOLE   115,446 0 0
VEECO INSTRUMENTS INC COM 922417100 7,907 455,235 SH   SOLE   455,235 0 0
MICRON TECHNOLOGY INC COM 595112103 7,900 105,071 SH   SOLE   105,071 0 0
TRIP.COM GROUP LTD ADS 89677Q107 7,862 233,032 SH   SOLE   233,032 0 0
DEVON ENERGY CORP COM 25179M103 7,707 487,652 SH   SOLE   487,652 0 0
MERCADOLIBRE INC COM 58733R102 7,679 4,588 SH   SOLE   4,588 0 0
QUALCOMM INC COM 747525103 7,641 50,190 SH   SOLE   50,190 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102 7,498 23,822 SH   SOLE   23,822 0 0
VIACOMCBS INC CL B 92556H206 7,475 200,662 SH   SOLE   200,662 0 0
CBRE GROUP INC CL A 12504L109 7,249 115,560 SH   SOLE   115,560 0 0
WESTROCK CO COM 96145D105 7,177 164,862 SH   SOLE   164,862 0 0
GENERAL MOTORS CO COM 37045V100 6,983 167,737 SH   SOLE   167,737 0 0
COCA-COLA CO/THE COM 191216100 6,871 125,340 SH   SOLE   125,340 0 0
NATIONAL OILWELL VARCO INC COM 637071101 6,534 475,646 SH   SOLE   475,646 0 0
WESTERN UNION CO/THE COM 959802109 6,469 295,050 SH   SOLE   295,050 0 0
JEFFERIES FINANCIAL GROUP INC COM 47233W109 6,380 259,267 SH   SOLE   259,267 0 0
SOUTHWEST AIRLINES CO COM 844741108 6,318 135,570 SH   SOLE   135,570 0 0
PARKER-HANNIFIN CORP COM 701094104 6,286 23,090 SH   SOLE   23,090 0 0
FISERV INC COM 337738108 6,250 54,910 SH   SOLE   54,910 0 0
CATERPILLAR INC COM 149123101 6,177 33,948 SH   SOLE   33,948 0 0
ENERPLUS CORP COM 292766102 6,134 1,951,748 SH   SOLE   1,951,748 0 0
BANK OF AMERICA CORP COM 060505104 6,028 198,923 SH   SOLE   198,923 0 0
NVENT ELECTRIC PLC SHS G6700G107 6,024 258,670 SH   SOLE   258,670 0 0
COLGATE-PALMOLIVE CO COM 194162103 5,794 67,813 SH   SOLE   67,813 0 0
KRAFT HEINZ CO/THE COM 500754106 5,769 166,475 SH   SOLE   166,475 0 0
ACCENTURE PLC SHS CLASS A G1151C101 5,642 21,625 SH   SOLE   21,625 0 0
WELLS FARGO & CO COM 949746101 5,592 185,317 SH   SOLE   185,317 0 0
APPLIED MATERIALS INC COM 038222105 5,546 64,275 SH   SOLE   64,275 0 0
NXP SEMICONDUCTORS NV COM N6596X109 5,449 34,252 SH   SOLE   34,252 0 0
ELI LILLY AND CO COM 532457108 5,415 32,100 SH   SOLE   32,100 0 0
TAKE-TWO INTERACTIVE SOFTWARE INC COM 874054109 5,222 25,130 SH   SOLE   25,130 0 0
HOLLYSYS AUTOMATION TECHNOLOGIES LTD SHS G45667105 4,974 338,378 SH   SOLE   338,378 0 0
WALMART INC COM 931142103 4,641 32,209 SH   SOLE   32,209 0 0
RE/MAX HOLDINGS INC CL A 75524W108 4,546 126,400 SH   SOLE   126,400 0 0
SNAP-ON INC COM 833034101 4,411 25,790 SH   SOLE   25,790 0 0
ZYNGA INC CL A 98986T108 4,337 439,627 SH   SOLE   439,627 0 0
MATTEL INC COM 577081102 3,957 226,710 SH   SOLE   226,710 0 0
BARRICK GOLD CORP COM 067901108 3,894 171,100 SH   SOLE   171,100 0 0
QIWI PLC SPON ADR REP B 74735M108 3,860 374,534 SH   SOLE   374,534 0 0
DISCOVERY INC COM SER A 25470F104 3,850 127,940 SH   SOLE   127,940 0 0
L BRANDS INC COM 501797104 3,642 97,950 SH   SOLE   97,950 0 0
GENERAL MILLS INC COM 370334104 3,479 59,200 SH   SOLE   59,200 0 0
GILEAD SCIENCES INC COM 375558103 3,291 56,490 SH   SOLE   56,490 0 0
EXXON MOBIL CORP COM 30231G102 3,035 73,660 SH   SOLE   73,660 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784 2,977 78,666 SH   SOLE   78,666 0 0
WW INTERNATIONAL INC COM 98262P101 2,966 121,620 SH   SOLE   121,620 0 0
BLUE APRON HOLDINGS INC CL A NEW 09523Q200 2,807 501,698 SH   SOLE   501,698 0 0
SOUTHWESTERN ENERGY CO COM 845467109 2,669 894,070 SH   SOLE   894,070 0 0
DXC TECHNOLOGY CO COM 23355L106 2,623 101,850 SH   SOLE   101,850 0 0
SPIRIT AEROSYSTEMS HOLDINGS INC COM CL A 848574109 2,557 65,380 SH   SOLE   65,380 0 0
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CL A 499049104 2,537 60,635 SH   SOLE   60,635 0 0
CARS.COM INC COM 14575E105 2,463 217,870 SH   SOLE   217,870 0 0
ZIONS BANCORP NA COM 989701107 2,370 54,566 SH   SOLE   54,566 0 0
MARRIOTT INTERNATIONAL INC/MD CL A 571903202 2,275 17,240 SH   SOLE   17,240 0 0
MOHAWK INDUSTRIES INC COM 608190104 2,193 15,570 SH   SOLE   15,570 0 0
IMAX CORP COM 45245E109 2,157 119,690 SH   SOLE   119,690 0 0
BOEING CO/THE COM 097023105 2,109 9,850 SH   SOLE   9,850 0 0
MANCHESTER UNITED PLC ORD CL A G5784H106 2,038 121,812 SH   SOLE   121,812 0 0
CORP AMERICA AIRPORTS SA COM L1995B107 1,964 491,508 SH   SOLE   491,508 0 0
AUTOHOME INC SP ADR RP CL A 05278C107 1,935 19,424 SH   SOLE   19,424 0 0
SABRE CORP COM 78573M104 1,750 145,640 SH   SOLE   145,640 0 0
BANCOLOMBIA SA SPON ADR PREF 05968L102 1,692 166,074 SH   SOLE   166,074 0 0
EXTENDED STAY AMERICA INC UNIT 99/99/9999B 30224P200 1,690 114,100 SH   SOLE   114,100 0 0
WW GRAINGER INC COM 384802104 1,655 4,050 SH   SOLE   4,050 0 0
LEGGETT & PLATT INC COM 524660107 1,632 36,840 SH   SOLE   36,840 0 0
IQIYI INC SPONSORED ADS 46267X108 1,605 91,829 SH   SOLE   91,829 0 0
TRIPADVISOR INC COM 896945201 1,588 55,200 SH   SOLE   55,200 0 0
H&R BLOCK INC COM 093671105 1,559 98,260 SH   SOLE   98,260 0 0
EASTMAN CHEMICAL CO COM 277432100 1,449 14,460 SH   SOLE   14,460 0 0
TWITTER INC COM 90184L102 1,403 25,900 SH   SOLE   25,900 0 0
VEON LTD SPONSORED ADR 91822M106 1,370 903,885 SH   SOLE   903,885 0 0
NIKE INC CL B 654106103 1,346 9,510 SH   SOLE   9,510 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 1,274 36,770 SH   SOLE   36,770 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 1,187 236,163 SH   SOLE   236,163 0 0
KINGSOFT CLOUD HOLDINGS LTD ADS 49639K101 1,037 23,810 SH   SOLE   23,810 0 0
PING IDENTITY HOLDING CORP COM 72341T103 1,030 35,928 SH   SOLE   35,928 0 0
MOMO INC ADR 60879B107 938 67,135 SH   SOLE   67,135 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 916 30,790 SH   SOLE   30,790 0 0
3D SYSTEMS CORP COM NEW 88554D205 866 82,630 SH   SOLE   82,630 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 836 13,490 SH   SOLE   13,490 0 0
SLM CORP COM 78442P106 784 63,250 SH   SOLE   63,250 0 0
DARDEN RESTAURANTS INC COM 237194105 697 5,850 SH   SOLE   5,850 0 0
STERICYCLE INC COM 858912108 617 8,900 SH   SOLE   8,900 0 0
TATA MOTORS LTD SPONSORED ADR 876568502 504 40,000 SH   SOLE   40,000 0 0
AVIS BUDGET GROUP INC COM 053774105 411 11,020 SH   SOLE   11,020 0 0
KINROSS GOLD CORP COM 496902404 294 40,000 SH   SOLE   40,000 0 0