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
SOHU COM LTD SPONSORED ADS 83410S108 1,008 161,487 SH   SOLE   161,487 0 0
BOSTON SCIENTIFIC CORP COM 101137107 126,800 3,877,243 SH   SOLE   3,877,243 0 0
ETSY INC COM 29786A106 56,878 1,476,330 SH   SOLE   1,476,330 0 0
EBAY INC COM 278642103 73,310 2,433,305 SH   SOLE   2,433,305 0 0
BOOKING HLDGS INC COM 09857L108 82,753 61,373 SH   SOLE   61,373 0 0
FRONTDOOR INC COM 35905A109 33,116 950,016 SH   SOLE   950,016 0 0
FISERV INC COM 337738108 43,325 455,074 SH   SOLE   455,074 0 0
MEDTRONIC PLC SHS G5960L103 12,555 138,913 SH   SOLE   138,913 0 0
BARRICK GOLD CORPORATION COM 067901108 198,305 10,800,122 SH   SOLE   10,800,122 0 0
NEWMONT CORP COM 651639106 67,670 1,491,118 SH   SOLE   1,491,118 0 0
ON SEMICONDUCTOR CORP COM 682189105 8,110 650,442 SH   SOLE   650,442 0 0
CAMECO CORP COM 13321L108 5,363 700,399 SH   SOLE   700,399 0 0
GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 10,377 2,179,608 SH   SOLE   2,179,608 0 0
SIBANYE STILLWATER LTD SPONSORED ADR ADDED 82575P107 7,200 1,521,909 SH   SOLE   1,521,909 0 0
VIACOMCBS INC CL B 92556H206 2,196 156,415 SH   SOLE   156,415 0 0
MOSAIC CO NEW COM 61945C103 2,486 229,263 SH   SOLE   229,263 0 0
TOTAL S.A. SPONSORED ADS 89151E109 8,904 238,564 SH   SOLE   238,564 0 0
GLAXOSMITHKLIN SPONSORED ADR ADDED 37733W105 12,548 330,418 SH   SOLE   330,418 0 0
EXXON MOBIL CORP COM 30231G102 13,008 341,805 SH   SOLE   341,805 0 0
EQUINO SPONSORED ADR ADDED 29446M102 8,420 689,700 SH   SOLE   689,700 0 0
FREEPORT-MCMORAN INC CL B 35671D857 6,696 989,798 SH   SOLE   989,798 0 0
US FOODS HLDG CORP COM 912008109 5,218 293,977 SH   SOLE   293,977 0 0
MOHAWK INDS INC COM 608190104 1,550 20,283 SH   SOLE   20,283 0 0
AMAZON COM INC COM 023135106 22,445 11,486 SH   SOLE   11,486 0 0
KROGER CO COM 501044101 4,586 151,926 SH   SOLE   151,926 0 0
PFIZER INC COM 717081103 10,202 311,844 SH   SOLE   311,844 0 0
ALASKA AIR GROUP INC COM 011659109 737 25,812 SH   SOLE   25,812 0 0
ELECTRONIC ARTS INC COM 285512109 18,244 181,724 SH   SOLE   181,724 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 6,566 64,816 SH   SOLE   64,816 0 0
ANTHEM INC COM 036752103 8,117 35,669 SH   SOLE   35,669 0 0
DOLLAR GEN CORP NEW COM 256677105 2,615 17,277 SH   SOLE   17,277 0 0
LOCKHEED MARTIN CORP COM 539830109 5,918 17,421 SH   SOLE   17,421 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 5,423 60,625 SH   SOLE   60,625 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 412 51,658 SH   SOLE   51,658 0 0
UNITED RENTALS INC COM 911363109 5,836 56,586 SH   SOLE   56,586 0 0
BECTON DICKINSON & CO COM 075887109 7,197 31,254 SH   SOLE   31,254 0 0
T MOBILE US INC COM 872590104 14,091 167,575 SH   SOLE   167,575 0 0
EQUIFAX INC COM 294429105 3,868 32,305 SH   SOLE   32,305 0 0
ALPHABET INC CAP STK CL A 02079K305 20,329 17,456 SH   SOLE   17,456 0 0
WILLSCOT CORP COM 971375126 1,516 149,338 SH   SOLE   149,338 0 0
CROWN HLDGS INC COM 228368106 10,882 187,077 SH   SOLE   187,077 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,057 46,812 SH   SOLE   46,812 0 0
EVEREST RE GROUP LTD COM G3223R108 4,338 22,494 SH   SOLE   22,494 0 0
CDK GLOBAL INC COM 12508E101 1,544 46,884 SH   SOLE   46,884 0 0
FORTUNE BRANDS HOME & SEC IN COM 34964C106 2,399 55,334 SH   SOLE   55,334 0 0
PAYPAL HLDGS INC COM 70450Y103 4,266 44,459 SH   SOLE   44,459 0 0
BWX TECHNOLOGIES INC COM 05605H100 10,915 223,576 SH   SOLE   223,576 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 3,208 18,843 SH   SOLE   18,843 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 13,333 164,741 SH   SOLE   164,741 0 0
FACEBOOK INC CL A 30303M102 15,557 93,056 SH   SOLE   93,056 0 0
MICROSOFT CORP COM 594918104 22,036 139,410 SH   SOLE   139,410 0 0
MICRON TECHNOLOGY INC COM 595112103 3,893 92,340 SH   SOLE   92,340 0 0
IPG PHOTONICS CORP COM 44980X109 1,444 13,065 SH   SOLE   13,065 0 0
CABOT MICROELECTRONICS CORP COM 12709P103 5,699 49,817 SH   SOLE   49,817 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 9,039 188,723 SH   SOLE   188,723 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 7,216 60,699 SH   SOLE   60,699 0 0
ALCON INC ORD SHS H01301128 1,804 35,119 SH   SOLE   35,119 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 166 3,113 SH   SOLE   3,113 0 0
BAIDU INC SPON ADR REP A 056752108 792 7,836 SH   SOLE   7,836 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 502 22,111 SH   SOLE   22,111 0 0
IONIS PHARMACEUTICALS INC COM 462222100 3,904 82,377 SH   SOLE   82,377 0 0
SEATTLE GENETICS INC COM 812578102 922 7,973 SH   SOLE   7,973 0 0
ILLUMINA INC COM 452327109 1,235 4,510 SH   SOLE   4,510 0 0
TRIP COM GROUP LTD ADS 89677Q107 3,264 138,878 SH   SOLE   138,878 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 7,358 67,827 SH   SOLE   67,827 0 0
CREDICORP LTD COM G2519Y108 4,135 28,836 SH   SOLE   28,836 0 0
BANCO MACRO SA SPON ADR B 05961W105 146 8,603 SH   SOLE   8,603 0 0
SOCIEDAD QUIMICA MINERA DE C SPON ADR SER B 833635105 3,542 156,741 SH   SOLE   156,741 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,239 15,022 SH   SOLE   15,022 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 257 21,422 SH   SOLE   21,422 0 0
MERCADOLIBRE INC COM 58733R102 5,426 11,081 SH   SOLE   11,081 0 0
COPA HOLDINGS SA CL A P31076105 529 11,658 SH   SOLE   11,658 0 0
BARRICK GOLD CORPORATION COM 067901108 524 28,381 SH   SOLE   28,381 0 0