Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ONC	BEIGENE LTD	99,263	$34.55M	3.3%	$133.88	—	SPONSORED ADR	07725L102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	259,235	$30.66M	2.9%	$39.30	—	SPONSORED ADS	874039100
AVGO	BROADCOM INC	63,754	$29.56M	2.8%	$22.98	+81.2%	COM	11135F101
MSFT	MICROSOFT CORP	110,773	$26.12M	2.5%	$74.70	+198.4%	COM	594918104
VALE	VALE S A	1,457,815	$25.34M	2.4%	$14.05	—	SPONSORED ADS	91912E105
PM	PHILIP MORRIS INTL INC	249,446	$22.14M	2.1%	$58.12	+15.0%	COM	718172109
JPM	JPMORGAN CHASE & CO	126,622	$19.28M	1.8%	$91.49	+39.1%	COM	46625H100
NBIS	YANDEX N V	289,012	$18.51M	1.8%	$30.49	—	SHS CLASS A	N97284108
V	VISA INC	86,700	$18.36M	1.8%	$107.57	+88.9%	COM CL A	92826C839
AAPL	APPLE INC	146,585	$17.91M	1.7%	$87.30	+43.3%	COM	037833100
TSLA	TESLA INC	26,050	$17.4M	1.7%	$109.09	+130.2%	COM	88160R101
AMZN	AMAZON COM INC	5,388	$16.67M	1.6%	$72.19	+119.6%	COM	023135106
HCM	HUTCHISON CHINA MEDITECH LTD	547,743	$15.47M	1.5%	$27.12	—	SPONSORED ADR	44842L103
ABT	ABBOTT LABS	126,266	$15.13M	1.4%	$76.57	+41.9%	COM	002824100
UNH	UNITEDHEALTH GROUP INC	40,269	$14.98M	1.4%	$265.54	+20.4%	COM	91324P102
META	FACEBOOK INC	49,036	$14.44M	1.4%	$195.28	+36.9%	CL A	30303M102
CMCSA	COMCAST CORP NEW	244,124	$13.21M	1.3%	$36.84	+25.3%	CL A	20030N101
—	AMERICA MOVIL SAB DE CV	972,057	$13.2M	1.3%	$17.61	—	SPON ADR L SHS	02364W105
INTC	INTEL CORP	188,952	$12.09M	1.2%	$48.26	+12.1%	COM	458140100
—	ACTIVISION BLIZZARD INC	130,000	$12.09M	1.2%	$61.50	—	COM	00507V109
HON	HONEYWELL INTL INC	55,545	$12.06M	1.2%	$133.78	+32.0%	COM	438516106
KLAC	KLA CORP	35,660	$11.78M	1.1%	$151.98	+88.1%	COM NEW	482480100
GDDY	GODADDY INC	144,585	$11.22M	1.1%	$56.41	+42.7%	CL A	380237107
FIS	FIDELITY NATL INFORMATION SV	78,406	$11.03M	1.1%	$125.95	-2.9%	COM	31620M106
CFG	CITIZENS FINANCIAL GROUP INC	243,989	$10.77M	1.0%	$20.85	+62.5%	COM	174610105
—	BARRICK GOLD CORP	535,627	$10.61M	1.0%	$16.56	—	COM	067901108
—	SEAGEN INC	75,871	$10.54M	1.0%	$175.14	—	COM	81181C104
CCI	CROWN CASTLE INTL CORP NEW	61,024	$10.5M	1.0%	$100.26	+27.0%	COM	22822V101
MCO	MOODYS CORP	35,063	$10.47M	1.0%	$165.73	+63.1%	COM	615369105
GOOG	ALPHABET INC	4,974	$10.29M	1.0%	$58.35	+68.7%	CAP STK CL C	02079K107
HLT	HILTON WORLDWIDE HLDGS INC	84,843	$10.26M	1.0%	$90.88	+25.6%	COM	43300A203
CME	CME GROUP INC	50,029	$10.22M	1.0%	$65.82	+147.9%	COM	12572Q105
ICE	INTERCONTINENTAL EXCHANGE IN	86,560	$9.667M	0.9%	$67.33	+58.1%	COM	45866F104
RYAAY	RYANAIR HOLDINGS PLC	81,340	$9.354M	0.9%	$69.66	—	SPONSORED ADS	783513203
CVX	CHEVRON CORP NEW	89,107	$9.338M	0.9%	$73.94	+7.6%	COM	166764100
GOOGL	ALPHABET INC	4,524	$9.331M	0.9%	$51.33	+90.8%	CAP STK CL A	02079K305
DHR	DANAHER CORPORATION	41,370	$9.312M	0.9%	$56.76	+250.1%	COM	235851102
LLY	LILLY ELI & CO	48,491	$9.059M	0.9%	$149.77	+24.2%	COM	532457108
GGB	GERDAU SA	1,633,918	$8.725M	0.8%	$3.95	—	SPON ADR REP PFD	373737105
RCL	ROYAL CARIBBEAN GROUP	101,301	$8.672M	0.8%	$55.69	+39.9%	COM	V7780T103
AON	AON PLC	36,647	$8.433M	0.8%	$194.08	+9.4%	SHS CL A	G0403H108
TRP	TC ENERGY CORP	174,116	$7.982M	0.8%	$34.31	+0.3%	COM	87807B107
NSC	NORFOLK SOUTHN CORP	29,254	$7.855M	0.7%	$210.50	+8.7%	COM	655844108
COST	COSTCO WHSL CORP NEW	21,953	$7.738M	0.7%	$220.52	+49.5%	COM	22160K105
EQIX	EQUINIX INC	11,177	$7.596M	0.7%	$418.03	+49.4%	COM	29444U700
UBS	UBS GROUP AG	478,672	$7.419M	0.7%	$11.47	+34.0%	SHS	H42097107
TRMB	TRIMBLE INC	94,424	$7.345M	0.7%	$41.94	+72.2%	COM	896239100
AMT	AMERICAN TOWER CORP NEW	28,563	$6.828M	0.7%	$143.95	+33.6%	COM	03027X100
AME	AMETEK INC	52,565	$6.714M	0.6%	$81.99	+42.6%	COM	031100100
IBN	ICICI BANK LIMITED	388,566	$6.229M	0.6%	$10.84	—	ADR	45104G104
MELI	MERCADOLIBRE INC	4,163	$6.129M	0.6%	$321.38	+428.0%	COM	58733R102
—	DISCOVER FINL SVCS	62,440	$5.931M	0.6%	$94.99	—	COM	254709108
CARR	CARRIER GLOBAL CORPORATION	138,961	$5.867M	0.6%	$34.71	+5.0%	COM	14448C104
COP	CONOCOPHILLIPS	110,023	$5.828M	0.6%	$34.17	+21.2%	COM	20825C104
MA	MASTERCARD INCORPORATED	16,359	$5.825M	0.6%	$297.16	+14.3%	CL A	57636Q104
CSX	CSX CORP	60,356	$5.82M	0.6%	$21.49	+32.9%	COM	126408103
AES	AES CORP	214,937	$5.762M	0.5%	$10.78	+106.3%	COM	00130H105
EOG	EOG RES INC	77,185	$5.598M	0.5%	$53.02	-4.9%	COM	26875P101
TCOM	TRIP COM GROUP LTD	138,363	$5.483M	0.5%	$33.56	—	ADS	89677Q107
HTHT	HUAZHU GROUP LTD	97,488	$5.352M	0.5%	$36.26	—	SPONSORED ADS	44332N106
NFLX	NETFLIX INC	9,864	$5.146M	0.5%	$34.10	+55.5%	COM	64110L106
GILD	GILEAD SCIENCES INC	78,322	$5.062M	0.5%	$54.65	-2.4%	COM	375558103
LEGN	LEGEND BIOTECH CORP	172,546	$5.007M	0.5%	$42.56	—	SPONSORED ADS	52490G102
MRSH	MARSH & MCLENNAN COS INC	40,453	$4.927M	0.5%	$58.86	+81.8%	COM	571748102
TDG	TRANSDIGM GROUP INC	8,337	$4.901M	0.5%	$204.51	+139.5%	COM	893641100
ADBE	ADOBE SYSTEMS INCORPORATED	10,268	$4.881M	0.5%	$386.75	+20.9%	COM	00724F101
NKE	NIKE INC	36,567	$4.859M	0.5%	$68.36	+89.5%	CL B	654106103
NTAP	NETAPP INC	65,183	$4.737M	0.5%	$48.41	+23.3%	COM	64110D104
SRE	SEMPRA ENERGY	35,340	$4.685M	0.4%	$46.44	+14.3%	COM	816851109
SE	SEA LTD	20,784	$4.64M	0.4%	$145.49	—	SPONSORD ADS	81141R100
PYPL	PAYPAL HLDGS INC	19,052	$4.627M	0.4%	$163.69	+53.9%	COM	70450Y103
SPGI	S&P GLOBAL INC	13,079	$4.615M	0.4%	$316.38	+1.0%	COM	78409V104
—	AZUL S A	225,667	$4.556M	0.4%	$15.82	—	SPONSR ADR PFD	05501U106
MRK	MERCK & CO. INC	57,113	$4.403M	0.4%	$58.01	+8.7%	COM	58933Y105
CHTR	CHARTER COMMUNICATIONS INC N	7,116	$4.391M	0.4%	$490.62	+27.4%	CL A	16119P108
PAGS	PAGSEGURO DIGITAL LTD	94,403	$4.371M	0.4%	$41.28	+29.9%	COM CL A	G68707101
TFC	TRUIST FINL CORP	74,805	$4.363M	0.4%	$32.80	+32.8%	COM	89832Q109
—	ONECONNECT FINL TECHNOLOGY C	294,429	$4.352M	0.4%	$11.69	—	SPONSORED ADS	68248T105
FRCB	FIRST REP BK SAN FRANCISCO C	25,619	$4.272M	0.4%	$145.22	+10.1%	COM	33616C100
ASML	ASML HOLDING N V	6,595	$4.071M	0.4%	$297.07	—	N Y REGISTRY SHS	N07059210
NTES	NETEASE INC	39,206	$4.048M	0.4%	$115.07	—	SPONSORED ADS	64110W102
PNC	PNC FINL SVCS GROUP INC	22,840	$4.006M	0.4%	$92.85	+49.2%	COM	693475105
VICI	VICI PPTYS INC	138,490	$3.911M	0.4%	$14.71	+42.3%	COM	925652109
CB	CHUBB LIMITED	24,561	$3.88M	0.4%	$118.28	+27.0%	COM	H1467J104
EW	EDWARDS LIFESCIENCES CORP	46,262	$3.869M	0.4%	$77.16	+9.6%	COM	28176E108
DG	DOLLAR GEN CORP NEW	18,410	$3.73M	0.4%	$184.45	0.0%	COM	256677105
NOW	SERVICENOW INC	7,346	$3.674M	0.4%	$54.38	+94.1%	COM	81762P102
TXN	TEXAS INSTRS INC	19,029	$3.596M	0.3%	$117.83	+28.5%	COM	882508104
ZBH	ZIMMER BIOMET HOLDINGS INC	22,023	$3.525M	0.3%	$132.18	+12.5%	COM	98956P102
APD	AIR PRODS & CHEMS INC	11,791	$3.317M	0.3%	$214.24	+12.1%	COM	009158106
EEFT	EURONET WORLDWIDE INC	23,481	$3.247M	0.3%	$116.41	+24.2%	COM	298736109
—	CREE INC	29,887	$3.232M	0.3%	$59.31	—	COM	225447101
VRTX	VERTEX PHARMACEUTICALS INC	14,489	$3.114M	0.3%	$223.72	-1.8%	COM	92532F100
JKHY	HENRY JACK & ASSOC INC	20,515	$3.113M	0.3%	$145.54	-1.4%	COM	426281101
JNJ	JOHNSON & JOHNSON	18,884	$3.104M	0.3%	$120.66	+16.7%	COM	478160104
STT	STATE STR CORP	36,813	$3.093M	0.3%	$55.28	+19.5%	COM	857477103
—	FLEETCOR TECHNOLOGIES INC	11,513	$3.093M	0.3%	$265.04	—	COM	339041105
NWL	NEWELL BRANDS INC	115,431	$3.091M	0.3%	$20.01	0.0%	COM	651229106
ELV	ANTHEM INC	8,514	$3.056M	0.3%	$252.25	+19.2%	COM	036752103
MSCI	MSCI INC	7,175	$3.008M	0.3%	$269.57	+48.2%	COM	55354G100
BKNG	BOOKING HOLDINGS INC	1,281	$2.985M	0.3%	$1903.68	+14.8%	COM	09857L108
GPN	GLOBAL PMTS INC	14,781	$2.98M	0.3%	$96.97	+96.7%	COM	37940X102
KLIC	KULICKE & SOFFA INDS INC	59,686	$2.931M	0.3%	$40.11	0.0%	COM	501242101
RTX	RAYTHEON TECHNOLOGIES CORP	37,311	$2.883M	0.3%	$61.24	+6.5%	COM	75513E101
EA	ELECTRONIC ARTS INC	21,105	$2.857M	0.3%	$103.35	+30.6%	COM	285512109
VFC	V F CORP	35,308	$2.822M	0.3%	$80.01	+1.5%	COM	918204108
LYB	LYONDELLBASELL INDUSTRIES N	27,062	$2.816M	0.3%	$50.58	+40.0%	SHS - A -	N53745100
NEXA	NEXA RES S A	265,928	$2.726M	0.3%	$13.48	-34.9%	COM	L67359106
TRN	TRINITY INDS INC	93,431	$2.662M	0.3%	$17.86	+35.9%	COM	896522109
EXC	EXELON CORP	59,214	$2.59M	0.2%	$25.25	0.0%	COM	30161N101
LVS	LAS VEGAS SANDS CORP	42,429	$2.578M	0.2%	$52.53	+6.4%	COM	517834107
ISRG	INTUITIVE SURGICAL INC	3,486	$2.576M	0.2%	$192.55	+30.7%	COM NEW	46120E602
LOW	LOWES COS INC	13,336	$2.536M	0.2%	$156.97	0.0%	COM	548661107
DLR	DIGITAL RLTY TR INC	17,811	$2.509M	0.2%	$94.69	+23.0%	COM	253868103
VRSN	VERISIGN INC	12,534	$2.491M	0.2%	$195.43	-0.3%	COM	92343E102
SLB	SCHLUMBERGER LTD	89,052	$2.421M	0.2%	$35.98	-34.1%	COM	806857108
G	GENPACT LIMITED	56,190	$2.406M	0.2%	$39.02	0.0%	SHS	G3922B107
XPEV	XPENG INC	63,294	$2.311M	0.2%	$39.58	—	ADS	98422D105
SHOP	SHOPIFY INC	2,062	$2.282M	0.2%	$65.89	+83.4%	CL A	82509L107
YUM	YUM BRANDS INC	19,900	$2.153M	0.2%	$72.45	+33.5%	COM	988498101
GLPI	GAMING & LEISURE PPTYS INC	50,558	$2.145M	0.2%	$36.81	—	COM	36467J108
PHG	KONINKLIJKE PHILIPS N V	37,489	$2.138M	0.2%	$48.69	—	NY REG SH NEW	500472303
BWXT	BWX TECHNOLOGIES INC	32,331	$2.132M	0.2%	$54.44	+3.6%	COM	05605H100
HDB	HDFC BANK LTD	27,349	$2.125M	0.2%	$61.43	—	SPONSORED ADS	40415F101
—	GRACELL BIOTECHNOLOGIES INC	133,276	$2.052M	0.2%	$15.40	—	SPONSORED ADS	38406L103
GIS	GENERAL MLS INC	32,731	$2.007M	0.2%	$49.72	-1.6%	COM	370334104
GRFS	GRIFOLS S A	115,883	$2.004M	0.2%	$18.29	—	SP ADR REP B NVT	398438408
TMO	THERMO FISHER SCIENTIFIC INC	4,205	$1.919M	0.2%	$329.69	+42.9%	COM	883556102
RNR	RENAISSANCERE HLDGS LTD	11,938	$1.913M	0.2%	$176.72	-8.6%	COM	G7496G103
EVTC	EVERTEC INC	50,630	$1.884M	0.2%	$36.34	+1.0%	COM	30040P103
MO	ALTRIA GROUP INC	34,917	$1.786M	0.2%	$30.26	+0.5%	COM	02209S103
—	LAM RESEARCH CORP	2,973	$1.77M	0.2%	$472.18	—	COM	512807108
PAX	PATRIA INVESTMENTS LIMITED	96,722	$1.685M	0.2%	$14.58	0.0%	COM CL A	G69451105
ON	ON SEMICONDUCTOR CORP	40,445	$1.683M	0.2%	$14.71	+160.9%	COM	682189105
BAX	BAXTER INTL INC	19,577	$1.651M	0.2%	$77.19	-7.4%	COM	071813109
DOW	DOW INC	24,531	$1.569M	0.1%	$33.20	+38.0%	COM	260557103
AZN	ASTRAZENECA PLC	31,218	$1.552M	0.1%	$37.67	—	SPONSORED ADR	046353108
CMS	CMS ENERGY CORP	25,257	$1.546M	0.1%	$45.98	+7.7%	COM	125896100
HEI/A	HEICO CORP NEW	13,308	$1.512M	0.1%	$87.91	+31.5%	CL A	422806208
—	SVB FINANCIAL GROUP	3,053	$1.507M	0.1%	$273.68	—	COM	78486Q101
DE	DEERE & CO	3,991	$1.493M	0.1%	$307.48	0.0%	COM	244199105
NDAQ	NASDAQ INC	10,127	$1.493M	0.1%	$39.45	+12.6%	COM	631103108
—	BLACKROCK INC	1,977	$1.491M	0.1%	$533.18	—	COM	09247X101
—	LINDE PLC	5,305	$1.486M	0.1%	$191.50	—	SHS	G5494J103
SPOT	SPOTIFY TECHNOLOGY S A	5,496	$1.473M	0.1%	$145.36	+114.5%	SHS	L8681T102
EG	EVEREST RE GROUP LTD	5,859	$1.452M	0.1%	$227.37	-4.7%	COM	G3223R108
BABA	ALIBABA GROUP HLDG LTD	6,257	$1.419M	0.1%	$226.79	—	SPONSORED ADS	01609W102
NVCR	NOVOCURE LTD	10,697	$1.414M	0.1%	$85.83	+84.3%	ORD SHS	G6674U108
MDLZ	MONDELEZ INTL INC	24,126	$1.412M	0.1%	$37.50	+32.8%	CL A	609207105
ZTS	ZOETIS INC	8,943	$1.408M	0.1%	$129.29	+17.3%	CL A	98978V103
LOMA	LOMA NEGRA CORP	219,846	$1.392M	0.1%	$13.77	—	SPONSORED ADS	54150E104
TJX	TJX COS INC NEW	21,025	$1.391M	0.1%	$56.47	+10.3%	COM	872540109
BAC	BK OF AMERICA CORP	35,449	$1.372M	0.1%	$23.13	+32.5%	COM	060505104
SHW	SHERWIN WILLIAMS CO	1,833	$1.353M	0.1%	$176.48	+29.3%	COM	824348106
LHX	L3HARRIS TECHNOLOGIES INC	6,521	$1.322M	0.1%	$166.96	+1.6%	COM	502431109
EWBC	EAST WEST BANCORP INC	17,790	$1.313M	0.1%	$34.96	+71.3%	COM	27579R104
HD	HOME DEPOT INC	4,101	$1.252M	0.1%	$222.34	+9.9%	COM	437076102
NEM	NEWMONT CORP	20,569	$1.24M	0.1%	$32.26	+58.9%	COM	651639106
REGN	REGENERON PHARMACEUTICALS	2,608	$1.234M	0.1%	$469.87	+3.0%	COM	75886F107
—	CDK GLOBAL INC	22,765	$1.231M	0.1%	$50.88	—	COM	12508E101
—	EQUITRANS MIDSTREAM CORP	144,244	$1.177M	0.1%	$12.47	—	COM	294600101
RARE	ULTRAGENYX PHARMACEUTICAL IN	10,334	$1.177M	0.1%	$69.51	+95.8%	COM	90400D108
PEP	PEPSICO INC	8,031	$1.136M	0.1%	$111.48	+5.8%	COM	713448108
MU	MICRON TECHNOLOGY INC	12,511	$1.104M	0.1%	$51.29	+61.4%	COM	595112103
—	TE CONNECTIVITY LTD	8,497	$1.097M	0.1%	$94.58	—	REG SHS	H84989104
MMYT	MAKEMYTRIP LIMITED MAURITIUS	34,641	$1.094M	0.1%	$22.73	+39.9%	SHS	V5633W109
QCOM	QUALCOMM INC	8,062	$1.069M	0.1%	$49.91	+159.9%	COM	747525103
HGV	HILTON GRAND VACATIONS INC	28,349	$1.063M	0.1%	$28.29	+27.2%	COM	43283X105
PAYX	PAYCHEX INC	10,491	$1.028M	0.1%	$59.74	+34.6%	COM	704326107
PODD	INSULET CORP	3,927	$1.025M	0.1%	$194.48	+37.7%	COM	45784P101
PFE	PFIZER INC	28,209	$1.022M	0.1%	$25.11	+11.7%	COM	717081103
HEI	HEICO CORP NEW	8,088	$1.017M	0.1%	$107.73	+19.3%	COM	422806109
IDXX	IDEXX LABS INC	2,063	$1.009M	0.1%	$304.53	+64.5%	COM	45168D104
INCY	INCYTE CORP	12,101	$983K	0.1%	$75.78	+12.6%	COM	45337C102
AXP	AMERICAN EXPRESS CO	6,679	$945K	0.1%	$91.89	+35.3%	COM	025816109
CAT	CATERPILLAR INC	3,792	$879K	0.1%	$176.57	+7.1%	COM	149123101
AMD	ADVANCED MICRO DEVICES INC	10,895	$855K	0.1%	$51.48	+67.3%	COM	007903107
—	SMARTSHEET INC	13,206	$844K	0.1%	$47.25	—	COM CL A	83200N103
—	GOL LINHAS AEREAS INTELIGENT	105,060	$804K	0.1%	$13.68	—	SPON ADR PFD NEW	38045R206
CI	CIGNA CORP NEW	3,300	$798K	0.1%	$177.37	+15.1%	COM	125523100
CPRT	COPART INC	7,189	$781K	0.1%	$25.00	+12.8%	COM	217204106
TEVA	TEVA PHARMACEUTICAL INDS LTD	66,078	$763K	0.1%	$10.72	—	SPONSORED ADS	881624209
EFX	EQUIFAX INC	4,199	$761K	0.1%	$131.87	+29.4%	COM	294429105
CNI	CANADIAN NATL RY CO	6,443	$748K	0.1%	$76.83	+31.5%	COM	136375102
LII	LENNOX INTL INC	2,400	$748K	0.1%	$228.58	+19.4%	COM	526107107
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,848	$728K	0.1%	$207.45	+17.1%	CL B NEW	084670702
CRSP	CRISPR THERAPEUTICS AG	5,968	$727K	0.1%	$90.62	+66.6%	NAMEN AKT	H17182108
—	WALGREENS BOOTS ALLIANCE INC	13,120	$720K	0.1%	$39.25	—	COM	931427108
ACGL	ARCH CAP GROUP LTD	18,482	$709K	0.1%	$32.43	+4.4%	ORD	G0450A105
DAL	DELTA AIR LINES INC DEL	13,583	$656K	0.1%	$35.93	+19.8%	COM NEW	247361702
ADAG	ADAGENE INC	35,726	$641K	0.1%	$17.94	—	ADS	005329107
—	DUN & BRADSTREET HLDGS INC	26,314	$627K	0.1%	$23.83	—	COM	26484T106
IFF	INTERNATIONAL FLAVORS&FRAGRA	4,361	$609K	0.1%	$113.18	0.0%	COM	459506101
AL	AIR LEASE CORP	12,252	$600K	0.1%	$24.16	+72.8%	CL A	00912X302
IEX	IDEX CORP	2,760	$578K	0.1%	$130.60	+43.1%	COM	45167R104
MTD	METTLER TOLEDO INTERNATIONAL	490	$566K	0.1%	$816.15	+42.0%	COM	592688105
QSR	RESTAURANT BRANDS INTL INC	8,698	$565K	0.1%	$55.99	+10.7%	COM	76131D103
EXR	EXTRA SPACE STORAGE INC	4,248	$563K	0.1%	$74.95	+33.7%	COM	30225T102
UBER	UBER TECHNOLOGIES INC	10,292	$561K	0.1%	$45.71	+22.1%	COM	90353T100
CE	CELANESE CORP DEL	3,721	$557K	0.1%	$82.90	+52.3%	COM	150870103
STLA	STELLANTIS N.V	31,403	$557K	0.1%	$17.74	—	SHS	N82405106
—	ZENDESK INC	4,001	$531K	0.1%	$85.14	—	COM	98936J101
HUBS	HUBSPOT INC	1,159	$526K	0.1%	$358.14	+22.7%	COM	443573100
UNP	UNION PAC CORP	2,380	$525K	0.1%	$147.56	+27.5%	COM	907818108
HUYA	HUYA INC	26,064	$508K	0.0%	$19.85	—	ADS REP SHS A	44852D108
VINP	VINCI PARTNERS INVTS LTD	38,337	$504K	0.0%	$16.22	0.0%	COM CL A	G9451V109
PCG	PG&E CORP	42,997	$503K	0.0%	$11.48	0.0%	COM	69331C108
—	ANGLOGOLD ASHANTI LIMITED	22,571	$496K	0.0%	$29.03	—	SPONSORED ADR	035128206
ADSK	AUTODESK INC	1,720	$477K	0.0%	$174.35	+65.4%	COM	052769106
—	CATALENT INC	4,427	$466K	0.0%	$104.13	—	COM	148806102
—	BROOKFIELD ASSET MGMT INC	10,140	$451K	0.0%	$44.48	—	CL A LTD VT SH	112585104
PG	PROCTER AND GAMBLE CO	2,979	$403K	0.0%	$71.89	+60.9%	COM	742718109
PDD	PINDUODUO INC	2,886	$386K	0.0%	$155.97	—	SPONSORED ADS	722304102
MSI	MOTOROLA SOLUTIONS INC	2,048	$385K	0.0%	$141.12	+19.1%	COM NEW	620076307
—	QIWI PLC	35,556	$379K	0.0%	$10.36	—	SPON ADR REP B	74735M108
GM	GENERAL MTRS CO	6,371	$366K	0.0%	$38.40	+33.4%	COM	37045V100
DPZ	DOMINOS PIZZA INC	984	$362K	0.0%	$346.59	0.0%	COM	25754A201
PBR	PETROLEO BRASILEIRO SA PETRO	40,532	$344K	0.0%	$6.98	—	SPONSORED ADR	71654V408
CNXC	CONCENTRIX CORP	2,290	$343K	0.0%	$90.48	+24.1%	COM	20602D101
BA	BOEING CO	1,328	$338K	0.0%	$323.44	-31.3%	COM	097023105
DOCU	DOCUSIGN INC	1,655	$335K	0.0%	$225.22	+3.0%	COM	256163106
INFY	INFOSYS LTD	17,681	$331K	0.0%	$9.72	—	SPONSORED ADR	456788108
SNAP	SNAP INC	6,324	$331K	0.0%	$41.54	+38.3%	CL A	83304A106
DELL	DELL TECHNOLOGIES INC	3,661	$323K	0.0%	$29.39	+27.8%	CL C	24703L202
TNDM	TANDEM DIABETES CARE INC	3,541	$312K	0.0%	$102.26	-9.1%	COM NEW	875372203
GH	GUARDANT HEALTH INC	1,958	$299K	0.0%	$115.06	+31.4%	COM	40131M109
C	CITIGROUP INC	3,974	$289K	0.0%	$56.18	0.0%	COM NEW	172967424
MLCO	MELCO RESORTS AND ENTMNT LTD	14,504	$289K	0.0%	$18.65	—	ADR	585464100
—	BUNGE LIMITED	3,612	$286K	0.0%	$79.18	—	COM	G16962105
—	ALTERYX INC	3,292	$273K	0.0%	$116.08	—	COM CL A	02156B103
—	DANIMER SCIENTIFIC INC	7,192	$271K	0.0%	$37.68	—	COM CL A	236272100
—	TWITTER INC	4,233	$269K	0.0%	$54.78	—	COM	90184L102
BKR	BAKER HUGHES COMPANY	12,094	$261K	0.0%	$15.04	+33.9%	CL A	05722G100
—	OAK STR HEALTH INC	4,707	$255K	0.0%	$54.17	—	COM	67181A107
VIR	VIR BIOTECHNOLOGY INC	4,660	$239K	0.0%	$42.56	+26.6%	COM	92764N102
MS	MORGAN STANLEY	3,042	$236K	0.0%	$65.58	0.0%	COM NEW	617446448
FN	FABRINET	2,568	$232K	0.0%	$86.61	0.0%	SHS	G3323L100
MNST	MONSTER BEVERAGE CORP NEW	2,507	$228K	0.0%	$44.80	0.0%	COM	61174X109
GS	GOLDMAN SACHS GROUP INC	659	$215K	0.0%	$276.90	0.0%	COM	38141G104
WTW	WILLIS TOWERS WATSON PLC LTD	890	$204K	0.0%	$204.05	0.0%	SHS	G96629103