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
EBAY INC. COM 278642103 75,284 1,496,755 SH   SOLE   1,496,755 0 0
BARRICK GOLD CORP COM 067901108 46,470 2,038,012 SH   SOLE   2,038,012 0 0
BOSTON SCIENTIFIC CORP COM 101137107 114,636 3,185,741 SH   SOLE   3,185,741 0 0
ETSY INC COM 29786A106 31,744 178,256 SH   SOLE   178,256 0 0
NEWMONT CORP COM 651639106 66,716 1,112,922 SH   SOLE   1,112,922 0 0
NXP SEMICONDUCTORS N V COM N6596X109 68,654 431,346 SH   SOLE   431,346 0 0
FACEBOOK INC CL A 30303M102 29,388 107,484 SH   SOLE   107,484 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 12,295 66,107 SH   SOLE   66,107 0 0
AMAZON COM INC COM 023135106 25,506 7,824 SH   SOLE   7,824 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 651 22,028 SH   SOLE   22,028 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 941 19,784 SH   SOLE   19,784 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 6,138 83,447 SH   SOLE   83,447 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 23,443 151,992 SH   SOLE   151,992 0 0
COPA HOLDINGS SA CL A P31076105 4,336 56,089 SH   SOLE   56,089 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100 2,041 13,881 SH   SOLE   13,881 0 0
MICROSOFT CORP COM 594918104 26,831 120,516 SH   SOLE   120,516 0 0
CROWN HLDGS INC COM 228368106 19,675 196,169 SH   SOLE   196,169 0 0
T-MOBILE US INC COM 872590104 7,106 52,644 SH   SOLE   52,644 0 0
UNITED RENTALS INC COM 911363109 4,721 20,339 SH   SOLE   20,339 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 17,269 149,648 SH   SOLE   149,648 0 0
WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 7,466 321,940 SH   SOLE   321,940 0 0
ELECTRONIC ARTS INC COM 285512109 24,456 170,147 SH   SOLE   170,147 0 0
PAYPAL HLDGS INC COM 70450Y103 2,892 12,338 SH   SOLE   12,338 0 0
SIX FLAGS ENTMT CORP NEW COM 83001A102 9,069 265,691 SH   SOLE   265,691 0 0
GARTNER INC COM 366651107 6,500 40,538 SH   SOLE   40,538 0 0
ALPHABET INC CAP STK CL A 02079K305 25,743 14,674 SH   SOLE   14,674 0 0
ANTHEM INC COM 036752103 15,452 48,079 SH   SOLE   48,079 0 0
IAA INC COM 449253103 10,671 164,057 SH   SOLE   164,057 0 0
DELTA AIR LINES INC DEL COM NEW 247361702 15,847 393,739 SH   SOLE   393,739 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 12,763 61,366 SH   SOLE   61,366 0 0
FREEPORT-MCMORAN INC CL B 35671D857 25,729 987,867 SH   SOLE   987,867 0 0
VIACOMCBS INC CL B 92556H206 6,738 180,675 SH   SOLE   180,675 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 6,375 36,146 SH   SOLE   36,146 0 0
GRAND CANYON ED INC COM 38526M106 6,647 71,323 SH   SOLE   71,323 0 0
MGM RESORTS INTERNATIONAL COM 552953101 10,293 326,341 SH   SOLE   326,341 0 0
FRONTDOOR INC COM 35905A109 43,895 873,403 SH   SOLE   873,403 0 0
FISERV INC COM 337738108 68,525 601,261 SH   SOLE   601,261 0 0
XPO LOGISTICS INC COM 983793100 15,789 132,330 SH   SOLE   132,330 0 0
MICRON TECHNOLOGY INC COM 595112103 21,919 291,272 SH   SOLE   291,272 0 0
US FOODS HLDG CORP COM 912008109 22,400 671,836 SH   SOLE   671,836 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 14,283 710,985 SH   SOLE   710,985 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,583 107,949 SH   SOLE   107,949 0 0
ALCON AG ORD SHS H01301128 2,345 35,232 SH   SOLE   35,232 0 0
ON SEMICONDUCTOR CORP COM 682189105 30,529 931,877 SH   SOLE   931,877 0 0
EQUIFAX INC COM 294429105 10,382 53,788 SH   SOLE   53,788 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 7,509 152,811 SH   SOLE   152,811 0 0
BANCO MACRO SA SPON ADR B 05961W105 145 9,308 SH   SOLE   9,308 0 0
IONIS PHARMACEUTICALS INC COM 462222100 6,442 113,836 SH   SOLE   113,836 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 16,295 149,297 SH   SOLE   149,297 0 0
ILLUMINA INC COM 452327109 2,051 5,538 SH   SOLE   5,538 0 0
MERCADOLIBRE INC COM 58733R102 13,109 7,818 SH   SOLE   7,818 0 0
SEAGEN INC COM 81181C104 1,251 7,136 SH   SOLE   7,136 0 0
MERCK & CO. INC COM 58933Y105 6,889 84,139 SH   SOLE   84,139 0 0
CDK GLOBAL INC COM 12508E101 5,720 110,264 SH   SOLE   110,264 0 0
SCHWAB CHARLES CORP COM 808513105 6,521 122,827 SH   SOLE   122,827 0 0
CBOE GLOBAL MKTS INC COM 12503M108 2,159 23,159 SH   SOLE   23,159 0 0
AON PLC SHS CL A G0403H108 17,966 84,955 SH   SOLE   84,955 0 0
WYNDHAM HOTELS & RESORTS INC COM 98311A105 16,457 276,597 SH   SOLE   276,597 0 0
CREDICORP LTD COM G2519Y108 6,802 41,429 SH   SOLE   41,429 0 0
BWX TECHNOLOGIES INC COM 05605H100 14,028 232,488 SH   SOLE   232,488 0 0
TRIP COM GROUP LTD ADS 89677Q107 7,679 227,444 SH   SOLE   227,444 0 0
SOHU COM LTD SPONSORED ADS 83410S108 2,352 147,385 SH   SOLE   147,385 0 0
MEDTRONIC PLC SHS G5960L103 27,445 234,069 SH   SOLE   234,069 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 161 2,244 SH   SOLE   2,244 0 0
VERTIV HOLDING SPONSORED ADS 92537N108 2,366 126,616 SH   SOLE   126,616 0 0
BARRICK GOLD CORP COM 067901108 531 23,221 SH   SOLE   23,221 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300 5,764 265,873 SH   SOLE   265,873 0 0
HOST HOTELS & RESORTS INC COM 44107P104 5,277 360,356 SH   SOLE   360,356 0 0
PFIZER INC COM 717081103 5,418 147,060 SH   SOLE   147,060 0 0
TOTAL SE SPONSORED ADS 89151E109 10,314 245,866 SH   SOLE   245,866 0 0
CNH INDL N V SHS N20944109 10,907 865,336 SH   SOLE   865,336 0 0
EXXON MOBIL CORP COM 30231G102 9,055 219,458 SH   SOLE   219,458 0 0
ROYAL DUTCH SHELL PLC SPON ADR B 780259107 10,012 297,619 SH   SOLE   297,619 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 11,238 706,535 SH   SOLE   706,535 0 0
EQUINOR ASA SPONSORED ADR 29446M102 8,746 532,143 SH   SOLE   532,143 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 15,688 124,508 SH   SOLE   124,508 0 0
CAMECO CORP COM 13321L108 6,624 493,841 SH   SOLE   493,841 0 0
CITIGROUP INC COM NEW 172967424 16,899 273,812 SH   SOLE   273,812 0 0
GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 7,657 207,865 SH   SOLE   207,865 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 11,039 1,189,723 SH   SOLE   1,189,723 0 0