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
AbbVie Inc COM 00287Y109 9,037 66,744 SH   SOLE   66,744 0 0
ADVANCE AUTO PARTS INC COM 00751Y106 1,238 5,165 SH   SOLE   5,165 0 0
ADVANCED MICRO DEVICES INC COM 007903107 12,018 83,523 SH   SOLE   83,523 0 0
AFLAC Inc COM 001055102 789 13,514 SH   SOLE   13,514 0 0
Agilent Technologies Inc COM 00846U101 1,438 9,013 SH   SOLE   9,013 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 532 4,550 SH   SOLE   4,550 0 0
Alcoa Corp COM 013872106 2,246 37,710 SH   SOLE   37,710 0 0
Alibaba Group Holding Ltd COM 01609W102 22,638 190,579 SH   SOLE   190,579 0 0
Ally Financial Inc COM 02005N100 520 10,925 SH   SOLE   10,925 0 0
Alphabet Inc A COM 02079K305 6,865 2,370 SH   SOLE   2,370 0 0
Altria Group COM 02209S103 1,661 35,059 SH   SOLE   35,059 0 0
American Electric Power Company Inc COM 025537101 657 7,390 SH   SOLE   7,390 0 0
AMERIPRISE FINANCIAL INC COM 03076C106 1,830 6,068 SH   SOLE   6,068 0 0
AmerisourceBergen Corp (Holding Co) COM 03073E105 1,367 10,289 SH   SOLE   10,289 0 0
Ansys Inc COM 03662Q105 550 1,373 SH   SOLE   1,373 0 0
Anthem Inc COM 036752103 6,495 14,012 SH   SOLE   14,012 0 0
Apache Corp COM 03743Q108 1,115 41,493 SH   SOLE   41,493 0 0
Apple Inc COM 037833100 21,021 118,386 SH   SOLE   118,386 0 0
Applied Materials Inc COM 038222105 8,793 55,882 SH   SOLE   55,882 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102 1,672 24,743 SH   SOLE   24,743 0 0
Avis Budget Group Inc COM 053774105 5,168 24,922 SH   SOLE   24,922 0 0
Ball Corp COM 058498106 1,839 19,111 SH   SOLE   19,111 0 0
BAXTER INTERNATIONAL INC COM 071813109 1,978 23,051 SH   SOLE   23,051 0 0
BECTON DICKINSON AND CO COM 075887109 1,143 4,548 SH   SOLE   4,548 0 0
BED BATH & BEYOND INC COM 075896100 1,536 105,366 SH   SOLE   105,366 0 0
Berkshire Hathaway Inc Cl B COM 084670702 13,930 46,591 SH   SOLE   46,591 0 0
BioMarin Pharmaceutical Inc COM 09061G101 516 5,846 SH   SOLE   5,846 0 0
BIO-RAD LABORATORIES-A COM 090572207 468 620 SH   SOLE   620 0 0
BIO-TECHNE CORP COM 09073M104 213 412 SH   SOLE   412 0 0
Blackrock Inc COM 09247X101 1,293 1,413 SH   SOLE   1,413 0 0
BOYD GAMING CORP COM 103304101 210 3,216 SH   SOLE   3,216 0 0
BP P.L.C. COM 055622104 331 12,432 SH   SOLE   12,432 0 0
C.H. Robinson Worldwide Inc COM 12541W209 228 2,123 SH   SOLE   2,123 0 0
CAMECO CORP COM 13321L108 251 11,548 SH   SOLE   11,548 0 0
CANADIAN NATURAL RESOURCES LTD COM 136385101 293 6,941 SH   SOLE   6,941 0 0
Canopy Growth Corp COM 138035100 169 19,446 SH   SOLE   19,446 0 0
CAPITAL ONE FINANCIAL CORP COM 14040H105 842 5,808 SH   SOLE   5,808 0 0
Caterpillar Inc COM 149123101 428 2,072 SH   SOLE   2,072 0 0
CBRE Group Inc Common Stock Class A COM 12504L109 1,441 13,281 SH   SOLE   13,281 0 0
Cdw Corp COM 12514G108 1,089 5,321 SH   SOLE   5,321 0 0
CENTERPOINT ENERGY INC COM 15189T107 812 29,123 SH   SOLE   29,123 0 0
Charter Communications Inc COM 16119P108 1,305 2,003 SH   SOLE   2,003 0 0
CHENIERE ENERGY INC COM 16411R208 206 2,034 SH   SOLE   2,034 0 0
Chubb Limited COM H1467J104 2,272 11,755 SH   SOLE   11,755 0 0
Cigna Holding Co COM 125523100 2,854 12,432 SH   SOLE   12,432 0 0
CINTAS CORP COM 172908105 615 1,388 SH   SOLE   1,388 0 0
Cisco Systems Inc COM 17275R102 7,500 118,362 SH   SOLE   118,362 0 0
CLOROX CO (THE) COM 189054109 236 1,354 SH   SOLE   1,354 0 0
COCA-COLA CO (THE) COM 191216100 12,147 205,155 SH   SOLE   205,155 0 0
Cognizant Technology Solutions Corp COM 192446102 1,378 15,540 SH   SOLE   15,540 0 0
Colgate-Palmolive Co COM 194162103 5,461 63,993 SH   SOLE   63,993 0 0
CONSTELLATION BRANDS INC-A COM 21036P108 1,769 7,052 SH   SOLE   7,052 0 0
Consumer Discretionary Select Sector SPD COM 81369Y407 8,572 41,933 SH   SOLE   41,933 0 0
Copart Inc COM 217204106 485 3,204 SH   SOLE   3,204 0 0
Coterra Energy Inc COM 127097103 1,325 69,781 SH   SOLE   69,781 0 0
CROCS INC COM 227046109 408 3,184 SH   SOLE   3,184 0 0
CSX Corp COM 126408103 243 6,477 SH   SOLE   6,477 0 0
D.R. HORTON INC COM 23331A109 3,525 32,506 SH   SOLE   32,506 0 0
Danaher Corp COM 235851102 706 2,148 SH   SOLE   2,148 0 0
Diamondback Energy Inc COM 25278X109 1,317 12,216 SH   SOLE   12,216 0 0
Dollar General Corp COM 256677105 4,118 17,464 SH   SOLE   17,464 0 0
Dominion Energy Inc COM 25746U109 852 10,846 SH   SOLE   10,846 0 0
DOVER CORP COM 260003108 577 3,180 SH   SOLE   3,180 0 0
Duke Energy Corp COM 26441C204 3,024 28,830 SH   SOLE   28,830 0 0
DuPont de Nemours Inc COM 26614N102 1,005 12,444 SH   SOLE   12,444 0 0
EATON CORP PLC COM G29183103 1,618 9,365 SH   SOLE   9,365 0 0
Ecolab Inc COM 278865100 1,364 5,815 SH   SOLE   5,815 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,335 10,308 SH   SOLE   10,308 0 0
ELI LILLY AND CO COM 532457108 2,725 9,866 SH   SOLE   9,866 0 0
Enphase Energy Inc COM 29355A107 3,310 18,095 SH   SOLE   18,095 0 0
Entegris Inc COM 29362U104 325 2,352 SH   SOLE   2,352 0 0
EOG RESOURCES INC COM 26875P101 265 2,988 SH   SOLE   2,988 0 0
EQUINIX INC COM 29444U700 389 461 SH   SOLE   461 0 0
ESSEX PROPERTY TRUST INC COM 297178105 324 920 SH   SOLE   920 0 0
ESTEE LAUDER COMPANIES INC (THE) COM 518439104 1,972 5,328 SH   SOLE   5,328 0 0
EXELON CORP COM 30161N101 1,520 26,328 SH   SOLE   26,328 0 0
Expedia Group Inc COM 30212P303 424 2,347 SH   SOLE   2,347 0 0
Expeditors International of Washington COM 302130109 305 2,275 SH   SOLE   2,275 0 0
Exxon Mobil Corp COM 30231G102 2,512 41,055 SH   SOLE   41,055 0 0
F5 Inc COM 315616102 1,295 5,292 SH   SOLE   5,292 0 0
Fastenal Co COM 311900104 557 8,704 SH   SOLE   8,704 0 0
Fifth Third Bancorp COM 316773100 1,074 24,672 SH   SOLE   24,672 0 0
First Republic Bank COM 33616C100 342 1,658 SH   SOLE   1,658 0 0
Five Below Inc COM 33829M101 427 2,067 SH   SOLE   2,067 0 0
Fortinet Inc COM 34959E109 1,413 3,934 SH   SOLE   3,934 0 0
Fortune Brands Home & Security Inc COM 34964C106 444 4,160 SH   SOLE   4,160 0 0
FREEPORT-MCMORAN INC COM 35671D857 4,303 103,126 SH   SOLE   103,126 0 0
GENERAL DYNAMICS CORP COM 369550108 2,250 10,797 SH   SOLE   10,797 0 0
GOLD FIELDS LTD COM 38059T106 273 24,907 SH   SOLE   24,907 0 0
HARTFORD FINANCIAL SVCS GRP COM 416515104 236 3,428 SH   SOLE   3,428 0 0
HCA Healthcare Inc COM 40412C101 8,146 31,707 SH   SOLE   31,707 0 0
Healthpeak Properties Inc COM 42250P103 295 8,189 SH   SOLE   8,189 0 0
HERSHEY CO (THE) COM 427866108 1,103 5,702 SH   SOLE   5,702 0 0
Hess Corp COM 42809H107 436 5,894 SH   SOLE   5,894 0 0
HOME DEPOT INC (THE) COM 437076102 4,008 9,660 SH   SOLE   9,660 0 0
Humana Inc COM 444859102 3,844 8,288 SH   SOLE   8,288 0 0
IDEXX LABORATORIES INC COM 45168D104 1,599 2,429 SH   SOLE   2,429 0 0
II-VI Inc COM 902104108 427 6,262 SH   SOLE   6,262 0 0
ILLINOIS TOOL WORKS INC COM 452308109 547 2,218 SH   SOLE   2,218 0 0
Infosys Ltd COM 456788108 3,578 141,389 SH   SOLE   141,389 0 0
INTUITIVE SURGICAL INC COM 46120E602 932 2,596 SH   SOLE   2,596 0 0
Iron Mountain Inc COM 46284V101 797 15,237 SH   SOLE   15,237 0 0
iShares China Large-Cap ETF COM 464287184 10,093 275,933 SH   SOLE   275,933 0 0
ISHARES MSCI CANADA INDEX FUND COM 464286509 368 9,583 SH   SOLE   9,583 0 0
iShares MSCI China ETF COM 46429B671 7,644 121,787 SH   SOLE   121,787 0 0
iShares MSCI India COM 46429B598 8,410 183,467 SH   SOLE   183,467 0 0
iShares MSCI Mexico ETF COM 464286822 6,328 125,078 SH   SOLE   125,078 0 0
iShares MSCI Taiwan ETF COM 46434G772 10,899 163,629 SH   SOLE   163,629 0 0
iShares MSCI United Kingdom Etf COM 46435G334 6,723 202,883 SH   SOLE   202,883 0 0
iShares U.S. Home Construction ETF COM 464288752 2,217 26,747 SH   SOLE   26,747 0 0
iShares U.S. Medical Devices ETF COM 464288810 2,194 33,323 SH   SOLE   33,323 0 0
iShares US Transportation ETF COM 464287192 761 2,754 SH   SOLE   2,754 0 0
J.B. HUNT TRANSPORT SERVICES INC COM 445658107 621 3,040 SH   SOLE   3,040 0 0
Johnson & Johnson COM 478160104 5,922 34,621 SH   SOLE   34,621 0 0
Johnson Controls Inc COM G51502105 1,789 22,004 SH   SOLE   22,004 0 0
Jones Lang Lasalle Inc COM 48020Q107 238 886 SH   SOLE   886 0 0
JOYY Inc COM 46591M109 278 6,136 SH   SOLE   6,136 0 0
KB Home COM 48666K109 567 12,693 SH   SOLE   12,693 0 0
Kellogg Co COM 487836108 207 3,228 SH   SOLE   3,228 0 0
Keurig Dr Pepper Inc COM 49271V100 1,433 38,899 SH   SOLE   38,899 0 0
KEYCORP COM 493267108 705 30,497 SH   SOLE   30,497 0 0
KIMBERLY-CLARK CORP COM 494368103 1,662 11,634 SH   SOLE   11,634 0 0
KLA Corp COM 482480100 1,884 4,381 SH   SOLE   4,381 0 0
KNIGHT TRANSPORTATION INC COM 499049104 1,106 18,155 SH   SOLE   18,155 0 0
KraneShares CSI China Internet ETF COM 500767306 11,631 318,766 SH   SOLE   318,766 0 0
Kroger Co (The) COM 501044101 418 9,252 SH   SOLE   9,252 0 0
LAM RESEARCH CORP COM 512807108 5,370 7,468 SH   SOLE   7,468 0 0
LENNAR CORP COM 526057104 3,493 30,076 SH   SOLE   30,076 0 0
Lithium Americas Corp COM 53680Q207 559 19,197 SH   SOLE   19,197 0 0
LKQ Corp COM 501889208 636 10,600 SH   SOLE   10,600 0 0
LOUISIANA-PACIFIC CORP COM 546347105 314 4,017 SH   SOLE   4,017 0 0
LPL Financial Holdings Inc COM 50212V100 234 1,464 SH   SOLE   1,464 0 0
M&T Bank Corp COM 55261F104 267 1,743 SH   SOLE   1,743 0 0
MARATHON OIL CORP COM 565849106 931 56,703 SH   SOLE   56,703 0 0
MARRIOTT INTERNATIONAL COM 571903202 1,154 6,985 SH   SOLE   6,985 0 0
MASCO CORP COM 574599106 768 10,938 SH   SOLE   10,938 0 0
MATERIALS SELECT SECTOR SPDR COM 81369Y100 26,278 290,019 SH   SOLE   290,019 0 0
MATTEL INC COM 577081102 212 9,835 SH   SOLE   9,835 0 0
Medtronic Plc COM G5960L103 2,001 19,352 SH   SOLE   19,352 0 0
MICRON TECHNOLOGY INC COM 595112103 8,047 86,396 SH   SOLE   86,396 0 0
Microvision Inc COM 594960304 379 75,724 SH   SOLE   75,724 0 0
MOLINA HEALTHCARE INC COM 60855R100 789 2,483 SH   SOLE   2,483 0 0
MONDELEZ INTERNATIONAL INC COM 609207105 5,792 87,349 SH   SOLE   87,349 0 0
Nasdaq Inc COM 631103108 379 1,809 SH   SOLE   1,809 0 0
NetApp Inc COM 64110D104 1,703 18,515 SH   SOLE   18,515 0 0
NetEase Inc COM 64110W102 970 9,535 SH   SOLE   9,535 0 0
New Oriental Education & Tech Group Inc COM 647581107 634 302,166 SH   SOLE   302,166 0 0
Newmont Corporation COM 651639106 1,911 30,827 SH   SOLE   30,827 0 0
NIKE INC COM 654106103 6,119 36,718 SH   SOLE   36,718 0 0
NOKIA CORP COM 654902204 2,825 454,310 SH   SOLE   454,310 0 0
NortonLifeLock Inc COM 668771108 1,220 46,985 SH   SOLE   46,985 0 0
Nvidia Corp COM 67066G104 18,604 63,257 SH   SOLE   63,257 0 0
NVR Inc COM 62944T105 1,613 273 SH   SOLE   273 0 0
NXP Semiconductors N.V. COM N6596X109 214 943 SH   SOLE   943 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105 2,221 76,645 SH   SOLE   76,645 0 0
OLD DOMINION FREIGHT LINE INC COM 679580100 1,540 4,298 SH   SOLE   4,298 0 0
PACCAR Inc COM 693718108 369 4,192 SH   SOLE   4,192 0 0
PARKER-HANNIFIN CORP COM 701094104 390 1,228 SH   SOLE   1,228 0 0
Paychex Inc COM 704326107 326 2,392 SH   SOLE   2,392 0 0
PETROLEO BRASILEIRO S.A.- PETROBRAS COM 71654V408 4,818 438,809 SH   SOLE   438,809 0 0
Pioneer Natural Resources Co COM 723787107 1,843 10,137 SH   SOLE   10,137 0 0
PLUG POWER INC COM 72919P202 1,614 57,208 SH   SOLE   57,208 0 0
Pool Corp COM 73278L105 740 1,308 SH   SOLE   1,308 0 0
PPL CORP COM 69351T106 1,204 40,082 SH   SOLE   40,082 0 0
PROGRESSIVE CORP (THE) COM 743315103 5,584 54,404 SH   SOLE   54,404 0 0
PRUDENTIAL FINANCIAL INC COM 744320102 312 2,884 SH   SOLE   2,884 0 0
Public Service Enterprise Group Inco COM 744573106 281 4,221 SH   SOLE   4,221 0 0
Pultegroup Inc COM 745867101 914 15,999 SH   SOLE   15,999 0 0
Quanta Services Inc COM 74762E102 263 2,299 SH   SOLE   2,299 0 0
Range Resources Corp COM 75281A109 284 15,942 SH   SOLE   15,942 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109 408 4,073 SH   SOLE   4,073 0 0
Realty Income Corp COM 756109104 1,003 14,017 SH   SOLE   14,017 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107 4,551 7,207 SH   SOLE   7,207 0 0
Rockwell Automation Inc COM 773903109 665 1,908 SH   SOLE   1,908 0 0
Saia Inc COM 78709Y105 363 1,079 SH   SOLE   1,079 0 0
SAREPTA THERAPEUTICS INC COM 803607100 909 10,101 SH   SOLE   10,101 0 0
Schwab International Equity ETF COM 808524805 1,465 37,713 SH   SOLE   37,713 0 0
SEAGATE TECHNOLOGY PLC COM G7997R103 1,048 9,282 SH   SOLE   9,282 0 0
SIRIUS XM HOLDINGS INC COM 82968B103 98 15,589 SH   SOLE   15,589 0 0
SOUTHERN CO (THE) COM 842587107 1,723 25,137 SH   SOLE   25,137 0 0
SPDR Energy Select Sector Fund COM 81369Y506 13,324 240,084 SH   SOLE   240,084 0 0
SPDR Gold Trust COM 78463V107 17,914 104,786 SH   SOLE   104,786 0 0
SPDR S&P Bank ETF COM 78464A797 1,422 26,080 SH   SOLE   26,080 0 0
SPDR S&P Consumer Staples Etf COM 81369Y308 14,907 193,322 SH   SOLE   193,322 0 0
SPDR S&P Financial ETF COM 81369Y605 15,429 395,109 SH   SOLE   395,109 0 0
SPDR S&P Health Care ETF COM 81369Y209 35,347 250,888 SH   SOLE   250,888 0 0
SPDR S&P Homebuilders ETF COM 78464A888 8,511 99,227 SH   SOLE   99,227 0 0
SPDR S&P Industrial ETF COM 81369Y704 40,849 386,068 SH   SOLE   386,068 0 0
SPDR S&P Metals & Mining ETF COM 78464A755 2,667 59,579 SH   SOLE   59,579 0 0
SPDR S&P Regional Banking ETF COM 78464A698 6,851 96,698 SH   SOLE   96,698 0 0
SPDR S&P Utilities ETF COM 81369Y886 2,084 29,116 SH   SOLE   29,116 0 0
Starbucks Corp COM 855244109 3,837 32,807 SH   SOLE   32,807 0 0
STERIS PLC COM G8473T100 245 1,010 SH   SOLE   1,010 0 0
STMICROELECTRONICS N.V. COM 861012102 608 12,455 SH   SOLE   12,455 0 0
SVB FINANCIAL GROUP COM 78486Q101 838 1,236 SH   SOLE   1,236 0 0
Taiwan Semiconductor Manufacturing CoLtd COM 874039100 2,414 20,072 SH   SOLE   20,072 0 0
TAL Education Group American Depositary COM 874080104 134 34,209 SH   SOLE   34,209 0 0
Tandem Diabetes Care Inc COM 875372203 1,437 9,548 SH   SOLE   9,548 0 0
Tapestry Inc COM 876030107 465 11,456 SH   SOLE   11,456 0 0
TE Connectivity Ltd COM H84989104 1,077 6,677 SH   SOLE   6,677 0 0
Teck Resources Ltd COM 878742204 562 19,527 SH   SOLE   19,527 0 0
Tenet Healthcare Corp COM 88033G407 454 5,564 SH   SOLE   5,564 0 0
Tesla Inc COM 88160R101 29,979 28,369 SH   SOLE   28,369 0 0
THE CHARLES SCHWAB CORP COM 808513105 2,300 27,352 SH   SOLE   27,352 0 0
THE MIDDLEBY CORP COM 596278101 1,744 8,868 SH   SOLE   8,868 0 0
THE TRAVELERS COMPANIES INC COM 89417E109 890 5,690 SH   SOLE   5,690 0 0
Toll Brothers Inc COM 889478103 979 13,524 SH   SOLE   13,524 0 0
Tractor Supply Co COM 892356106 2,841 11,908 SH   SOLE   11,908 0 0
Trane Technologies Plc COM G8994E103 1,319 6,530 SH   SOLE   6,530 0 0
TREX CO INC COM 89531P105 1,335 9,894 SH   SOLE   9,894 0 0
Truist Financial Corp COM 89832Q109 1,094 18,690 SH   SOLE   18,690 0 0
Tyler Technologies Inc COM 902252105 541 1,006 SH   SOLE   1,006 0 0
TYSON FOODS INC COM 902494103 2,055 23,584 SH   SOLE   23,584 0 0
Ulta Beauty Inc COM 90384S303 1,400 3,396 SH   SOLE   3,396 0 0
Vanguard Energy ETF COM 92204A306 680 8,768 SH   SOLE   8,768 0 0
Vanguard FTSE Developed Markets ETF COM 921943858 4,642 90,918 SH   SOLE   90,918 0 0
Vanguard FTSEEuropean ETF COM 922042874 4,451 65,235 SH   SOLE   65,235 0 0
Vanguard Information Tech ETF - DNQ COM 92204A702 637 1,391 SH   SOLE   1,391 0 0
Vanguard Real Estate ETF COM 922908553 617 5,319 SH   SOLE   5,319 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 4,748 21,622 SH   SOLE   21,622 0 0
Vipshop Holdings Ltd COM 92763W103 926 110,351 SH   SOLE   110,351 0 0
WALGREENS BOOTS ALLIANCE INC COM 931427108 576 11,057 SH   SOLE   11,057 0 0
WASTE MANAGEMENT INC COM 94106L109 785 4,708 SH   SOLE   4,708 0 0
Wells Fargo & Co COM 949746101 2,951 61,511 SH   SOLE   61,511 0 0
Western Digital Corp COM 958102105 384 5,904 SH   SOLE   5,904 0 0
WHIRLPOOL CORP COM 963320106 788 3,359 SH   SOLE   3,359 0 0
Wolfspeed Inc COM 977852102 1,162 10,404 SH   SOLE   10,404 0 0
Workday Inc COM 98138H101 598 2,191 SH   SOLE   2,191 0 0
Xtrackers Harvest CSI 300 China A-Shares COM 233051879 423 10,834 SH   SOLE   10,834 0 0
YUM! BRANDS INC COM 988498101 1,687 12,152 SH   SOLE   12,152 0 0
ZEBRA TECHNOLOGIES CORP COM 989207105 788 1,324 SH   SOLE   1,324 0 0