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
FISERV INC COM 337738108 51,553 527,970 SH   SOLE   527,970 0 0
SOHU COM LTD SPONSORED ADS 83410S108 1,488 161,487 SH   SOLE   161,487 0 0
MEDTRONIC PLC SHS G5960L103 26,821 292,416 SH   SOLE   292,416 0 0
EBAY INC. COM 278642103 79,447 1,514,343 SH   SOLE   1,514,343 0 0
ETSY INC COM 29786A106 57,284 539,115 SH   SOLE   539,115 0 0
FRONTDOOR INC COM 35905A109 43,736 986,360 SH   SOLE   986,360 0 0
BOSTON SCIENTIFIC CORP COM 101137107 183,740 5,231,988 SH   SOLE   5,231,988 0 0
NEWMONT CORP COM 651639106 66,489 1,076,658 SH   SOLE   1,076,658 0 0
BARRICK GOLD CORPORATION COM 067901108 218,659 8,114,548 SH   SOLE   8,114,548 0 0
NXP SEMICONDUCTORS N V COM N6596X109 43,823 384,187 SH   SOLE   384,187 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 10,626 378,724 SH   SOLE   378,724 0 0
CITIGROUP INC COM NEW 172967424 8,079 158,062 SH   SOLE   158,062 0 0
ON SEMICONDUCTOR CORP COM 682189105 18,679 942,184 SH   SOLE   942,184 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 12,590 104,223 SH   SOLE   104,223 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 7,594 877,694 SH   SOLE   877,694 0 0
CNH INDL N V SHS N20944109 6,764 966,900 SH   SOLE   966,900 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 2,911 177,264 SH   SOLE   177,264 0 0
EQUINOR ASA SPONSORED ADR 29446M102 8,679 599,242 SH   SOLE   599,242 0 0
CAMECO CORP COM 13321L108 5,658 551,862 SH   SOLE   551,862 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 4,066 91,708 SH   SOLE   91,708 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 9,520 1,012,574 SH   SOLE   1,012,574 0 0
TOTAL S.A. SPONSORED ADS 89151E109 10,619 276,048 SH   SOLE   276,048 0 0
EXXON MOBIL CORP COM 30231G102 15,426 344,869 SH   SOLE   344,869 0 0
VIACOMCBS INC CL B 92556H206 4,659 199,738 SH   SOLE   199,738 0 0
FREEPORT-MCMORAN INC CL B 35671D857 9,043 781,442 SH   SOLE   781,442 0 0
MOSAIC CO NEW COM 61945C103 3,602 287,893 SH   SOLE   287,893 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 9,591 235,066 SH   SOLE   235,066 0 0
AON PLC SHS CL A G0403H108 15,894 82,505 SH   SOLE   82,505 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 2,108 109,693 SH   SOLE   109,693 0 0
ALPHABET INC CAP STK CL A 02079K305 20,077 14,155 SH   SOLE   14,155 0 0
MARSH & MCLENNAN COS INC COM 571748102 4,805 44,739 SH   SOLE   44,739 0 0
LOCKHEED MARTIN CORP COM 539830109 5,004 13,710 SH   SOLE   13,710 0 0
CDK GLOBAL INC COM 12508E101 4,582 110,601 SH   SOLE   110,601 0 0
KROGER CO COM 501044101 5,157 152,323 SH   SOLE   152,323 0 0
UNITED RENTALS INC COM 911363109 6,123 41,074 SH   SOLE   41,074 0 0
CBOE GLOBAL MARKETS INC COM 12503M108 3,622 38,818 SH   SOLE   38,818 0 0
EVEREST RE GROUP LTD COM G3223R108 3,843 18,634 SH   SOLE   18,634 0 0
CROWN HLDGS INC COM 228368106 13,002 199,577 SH   SOLE   199,577 0 0
EQUIFAX INC COM 294429105 5,275 30,681 SH   SOLE   30,681 0 0
MERCK & CO. INC COM 58933Y105 5,449 70,448 SH   SOLE   70,448 0 0
PAYPAL HLDGS INC COM 70450Y103 7,315 41,973 SH   SOLE   41,973 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 11,396 124,375 SH   SOLE   124,375 0 0
AMAZON COM INC COM 023135106 28,580 10,357 SH   SOLE   10,357 0 0
IAA INC COM 449253103 8,349 216,420 SH   SOLE   216,420 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 17,161 143,741 SH   SOLE   143,741 0 0
PFIZER INC COM 717081103 7,108 217,312 SH   SOLE   217,312 0 0
ELECTRONIC ARTS INC COM 285512109 24,104 182,496 SH   SOLE   182,496 0 0
MICRON TECHNOLOGY INC COM 595112103 4,162 80,765 SH   SOLE   80,765 0 0
BOOKING HOLDINGS INC COM 09857L108 3,737 2,346 SH   SOLE   2,346 0 0
FACEBOOK INC CL A 30303M102 26,354 116,031 SH   SOLE   116,031 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 9,705 227,650 SH   SOLE   227,650 0 0
MICROSOFT CORP COM 594918104 26,418 129,781 SH   SOLE   129,781 0 0
BWX TECHNOLOGIES INC COM 05605H100 11,463 202,337 SH   SOLE   202,337 0 0
ANTHEM INC COM 036752103 10,378 39,453 SH   SOLE   39,453 0 0
US FOODS HLDG CORP COM 912008109 10,933 554,294 SH   SOLE   554,294 0 0
T-MOBILE US INC COM 872590104 11,543 110,807 SH   SOLE   110,807 0 0
BECTON DICKINSON & CO COM 075887109 8,045 33,614 SH   SOLE   33,614 0 0
T-MOBILE US INC RIGHT 07/27/2020 872590112 21 123,055 SH   SOLE   123,055 0 0
ALCON AG ORD SHS H01301128 2,029 35,350 SH   SOLE   35,350 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 8,535 61,134 SH   SOLE   61,134 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 170 2,488 SH   SOLE   2,488 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 328 21,422 SH   SOLE   21,422 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 8,987 68,994 SH   SOLE   68,994 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 1,648 15,549 SH   SOLE   15,549 0 0
COPA HOLDINGS SA CL A P31076105 864 17,087 SH   SOLE   17,087 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 10,809 190,346 SH   SOLE   190,346 0 0
SEATTLE GENETICS INC COM 812578102 1,412 8,310 SH   SOLE   8,310 0 0
TRIP COM GROUP LTD ADS 89677Q107 3,934 151,739 SH   SOLE   151,739 0 0
CREDICORP LTD COM G2519Y108 4,114 30,769 SH   SOLE   30,769 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 4,134 158,541 SH   SOLE   158,541 0 0
ILLUMINA INC COM 452327109 1,723 4,652 SH   SOLE   4,652 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 808 23,028 SH   SOLE   23,028 0 0
MERCADOLIBRE INC COM 58733R102 10,296 10,442 SH   SOLE   10,442 0 0
BANCO MACRO SA SPON ADR B 05961W105 160 8,603 SH   SOLE   8,603 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,079 86,123 SH   SOLE   86,123 0 0
BARRICK GOLD CORPORATION COM 067901108 558 20,720 SH   SOLE   20,720 0 0