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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ATS Corp Common 00217Y104   9,979,648 163,735 SH   SOLE   163,735 0 0
Cameco Corp Common 13321L108   1,294,488 31,200 SH   SOLE   31,200 0 0
Celestica Inc Common 15101Q108   198,069 10,300 SH   SOLE   10,300 0 0
Canadian Imperial Bank of Commerce Common 136069101   713,222 12,610 SH   SOLE   12,610 0 0
Canadian Natural Resources Ltd Common 136385101   1,362,252 18,300 SH   SOLE   18,300 0 0
Canadian Pacific Kansas City Ltd Common 13646K108   4,348,480 40,640 SH   SOLE   40,640 0 0
Enbridge Inc Common 29250N105   5,640,946 114,700 SH   SOLE   114,700 0 0
FirstService Corp Common 33767E202   918,090 4,500 SH   SOLE   4,500 0 0
GFL Environmental Inc Common 36168Q104   13,437,840 261,630 SH   SOLE   261,630 0 0
CGI Inc Common 12532H104   6,123,051 43,830 SH   SOLE   43,830 0 0
Granite Real Estate Investment Trust Common 387437114   6,920,838 88,600 SH   SOLE   88,600 0 0
Imperial Oil Ltd Common 453038408   9,973,149 147,140 SH   SOLE   147,140 0 0
Manulife Financial Corp Common 56501R106   3,733,464 149,100 SH   SOLE   149,100 0 0
Magna International Inc Common 559222401   358,992 4,800 SH   SOLE   4,800 0 0
Open Text Corp Common 683715106   8,712,963 158,130 SH   SOLE   158,130 0 0
Restaurant Brands International Inc Common 76131D103   10,980,726 106,910 SH   SOLE   106,910 0 0
Royal Bank of Canada Common 780087102   9,167,658 73,168 SH   SOLE   73,168 0 0
Shopify Inc Common 82509L107   2,814,329 32,870 SH   SOLE   32,870 0 0
Sun Life Financial Inc Common 866796105   9,780,933 141,650 SH   SOLE   141,650 0 0
Stantec Inc Common 85472N109   6,828,386 78,950 SH   SOLE   78,950 0 0
Toronto-Dominion Bank/The Common 891160509   7,043,433 86,804 SH   SOLE   86,804 0 0
Teck Resources Ltd Common 878742204   2,264,617 40,570 SH   SOLE   40,570 0 0
Thomson Reuters Corp Common 884903808   16,914,432 94,568 SH   SOLE   94,568 0 0
Apple Inc Common 037833100   10,650,066 54,980 SH   SOLE   54,980 0 0
Arch Capital Group Ltd Common G0450A105   3,597,291 48,060 SH   SOLE   48,060 0 0
Adobe Inc Common 00724F101   880,182 1,800 SH   SOLE   1,800 0 0
First Trust RBA American Industrial Renaissance ETF ETP 33738R704   902,802 16,700 SH   SOLE   16,700 0 0
Applied Materials Inc Common 038222105   1,699,790 11,760 SH   SOLE   11,760 0 0
Advanced Micro Devices Inc Common 007903107   1,178,285 10,344 SH   SOLE   10,344 0 0
Amazon.com Inc Common 023135106   4,228,227 32,435 SH   SOLE   32,435 0 0
Global X MSCI Argentina ETF ETP 37950E259   572,250 12,500 SH   SOLE   12,500 0 0
Atkore Inc Common 047649108   1,041,679 6,680 SH   SOLE   6,680 0 0
Broadcom Inc Common 11135F101   12,729,535 14,675 SH   SOLE   14,675 0 0
United States Brent Oil Fund LP ETP 91167Q100   641,844 25,200 SH   SOLE   25,200 0 0
BellRing Brands Inc Common 07831C103   1,114,470 30,450 SH   SOLE   30,450 0 0
BWX Technologies Inc Common 05605H100   1,725,553 24,110 SH   SOLE   24,110 0 0
Century Communities Inc Common 156504300   2,382,882 31,100 SH   SOLE   31,100 0 0
Global X Copper Miners ETF ETP 37954Y830   809,475 21,500 SH   SOLE   21,500 0 0
Salesforce Inc Common 79466L302   6,840,599 32,380 SH   SOLE   32,380 0 0
Invesco DB Agriculture Fund ETP 46140H106   655,277 31,100 SH   SOLE   31,100 0 0
Invesco DB Base Metals Fund ETP 46140H700   245,915 13,700 SH   SOLE   13,700 0 0
Invesco DB Commodity Index Tracking Fund ETP 46138B103   631,060 27,800 SH   SOLE   27,800 0 0
DR Horton Inc Common 23331A109   6,230,026 51,300 SH   SOLE   51,300 0 0
Dexcom Inc Common 252131107   417,658 3,250 SH   SOLE   3,250 0 0
WisdomTree Japan Hedged Equity Fund ETP 97717W851   5,661 68 SH   SOLE   68 0 0
iShares MSCI EAFE ETF ETP 464287465   638,000 8,800 SH   SOLE   8,800 0 0
WisdomTree India Earnings Fund ETP 97717W422   838,680 24,100 SH   SOLE   24,100 0 0
iShares MSCI Germany ETF ETP 464286806   44,284 1,550 SH   SOLE   1,550 0 0
iShares MSCI Japan ETF ETP 46434G822   56,948 920 SH   SOLE   920 0 0
iShares MSCI Taiwan ETF ETP 46434G772   554,836 11,800 SH   SOLE   11,800 0 0
iShares MSCI Mexico ETF ETP 464286822   879,225 14,140 SH   SOLE   14,140 0 0
iShares MSCI South Korea ETF ETP 464286772   792,250 12,500 SH   SOLE   12,500 0 0
First Trust Natural Gas ETF ETP 33733E807   868,344 37,300 SH   SOLE   37,300 0 0
Freeport-McMoRan Inc Common 35671D857   1,949,589 48,920 SH   SOLE   48,920 0 0
SPDR EURO STOXX 50 ETF ETP 78463X202   635,444 13,820 SH   SOLE   13,820 0 0
First Trust Industrials/Producer Durables AlphaDEX Fund ETP 33734X150   805,206 13,400 SH   SOLE   13,400 0 0
VanEck Junior Gold Miners ETF ETP 92189F791   788,086 22,100 SH   SOLE   22,100 0 0
Alphabet Inc Common 02079K305   3,292,947 27,510 SH   SOLE   27,510 0 0
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund ETP 33737A108   890,366 8,470 SH   SOLE   8,470 0 0
FlexShares Morningstar Global Upstream Natural Resources Index Fund ETP 33939L407   476,833 11,900 SH   SOLE   11,900 0 0
Hess Corp Common 42809H107   1,590,615 11,700 SH   SOLE   11,700 0 0
Howmet Aerospace Inc Common 443201108   4,331,409 87,470 SH   SOLE   87,470 0 0
iShares Latin America 40 ETF ETP 464287390   706,420 26,000 SH   SOLE   26,000 0 0
Ingersoll Rand Inc Common 45687V106   3,343,164 51,150 SH   SOLE   51,150 0 0
Iridium Communications Inc Common 46269C102   2,105,247 33,890 SH   SOLE   33,890 0 0
iShares US Aerospace & Defense ETF ETP 464288760   598,517 5,130 SH   SOLE   5,130 0 0
iShares U.S. Home Construction ETF ETP 464288752   947,530 11,090 SH   SOLE   11,090 0 0
iShares Russell 2000 ETF ETP 464287655   716,308 3,825 SH   SOLE   3,825 0 0
JPMorgan Chase & Co Common 46625H100   8,530,810 59,058 SH   SOLE   59,058 0 0
JPMorgan Ultra-Short Income ETF ETP 46641Q837   502,324 10,100 SH   SOLE   10,100 0 0
Global X Lithium & Battery Tech ETF ETP 37954Y855   325,100 5,000 SH   SOLE   5,000 0 0
Eli Lilly & Co Common 532457108   12,131,106 25,867 SH   SOLE   25,867 0 0
Lockheed Martin Corp Common 539830109   1,018,821 2,213 SH   SOLE   2,213 0 0
Las Vegas Sands Corp Common 517834107   2,796,354 48,380 SH   SOLE   48,380 0 0
Lamb Weston Holdings Inc Common 513272104   6,542,259 57,070 SH   SOLE   57,070 0 0
Meta Platforms Inc Common 30303M102   6,240,380 21,745 SH   SOLE   21,745 0 0
Monster Beverage Corp Common 61174X109   1,875,416 32,650 SH   SOLE   32,650 0 0
Merck & Co Inc Common 58933Y105   8,192,113 70,995 SH   SOLE   70,995 0 0
Microsoft Corp Common 594918104   15,206,814 44,655 SH   SOLE   44,655 0 0
NextEra Energy Inc Common 65339F101   2,555,151 34,436 SH   SOLE   34,436 0 0
ServiceNow Inc Common 81762P102   1,504,956 2,678 SH   SOLE   2,678 0 0
NVIDIA Corp Common 67066G104   17,507,952 41,388 SH   SOLE   41,388 0 0
Oracle Corp Common 68389X105   16,093,313 135,610 SH   SOLE   135,610 0 0
Palo Alto Networks Inc Common 697435105   6,143,227 24,043 SH   SOLE   24,043 0 0
Global X US Infrastructure Development ETF ETP 37954Y673   931,900 29,650 SH   SOLE   29,650 0 0
PulteGroup Inc Common 745867101   190,316 2,450 SH   SOLE   2,450 0 0
Invesco Water Resources ETF ETP 46137V142   696,417 12,350 SH   SOLE   12,350 0 0
Sprott Physical Gold Trust ETP 85207H104   826,568 55,400 SH   SOLE   55,400 0 0
Invesco DWA Emerging Markets Markets Momentum ETF ETP 46138E867   654,465 34,500 SH   SOLE   34,500 0 0
Invesco Aerospace & Defense ETF ETP 46137V100   48,993 580 SH   SOLE   580 0 0
Sprott Physical Silver Trust ETP 85207K107   820,287 105,300 SH   SOLE   105,300 0 0
Pioneer Natural Resources Co Common 723787107   1,636,722 7,900 SH   SOLE   7,900 0 0
Invesco QQQ Trust Series 1 ETP 46090E103   52,458 142 SH   SOLE   142 0 0
First Trust Rising Dividend Achievers ETF ETP 33738R506   565,200 12,000 SH   SOLE   12,000 0 0
Reinsurance Group of America Inc Common 759351604   2,156,630 15,550 SH   SOLE   15,550 0 0
ROBO Global Robotics and Automation Index ETF ETP 301505707   245,952 4,200 SH   SOLE   4,200 0 0
RTX Corp Common 75513E101   1,978,792 20,200 SH   SOLE   20,200 0 0
ETFMG Prime Junior Silver Miners ETF ETP 26924G102   741,020 79,000 SH   SOLE   79,000 0 0
Schlumberger NV Common 806857108   334,016 6,800 SH   SOLE   6,800 0 0
VanEck Steel ETF ETP 92189F205   492,492 7,700 SH   SOLE   7,700 0 0
SmartRent Inc Common 83193G107   45,194 11,800 SH   SOLE   11,800 0 0
iShares Semiconductor ETF ETP 464287523   313,994 619 SH   SOLE   619 0 0
S&P Global Inc Common 78409V104   140,312 350 SH   SOLE   350 0 0
Invesco S&P 500 High Beta ETF ETP 46138E370   672,232 8,800 SH   SOLE   8,800 0 0
Tesla Inc Common 88160R101   340,301 1,300 SH   SOLE   1,300 0 0
Uber Technologies Inc Common 90353T100   1,424,610 33,000 SH   SOLE   33,000 0 0
United States Gasoline Fund LP ETP 91201T102   332,118 5,300 SH   SOLE   5,300 0 0
Unum Group Common 91529Y106   3,536,619 74,700 SH   SOLE   74,700 0 0
Global X Uranium ETF ETP 37954Y871   870,170 40,100 SH   SOLE   40,100 0 0
Visa Inc Common 92826C839   7,579,646 31,977 SH   SOLE   31,977 0 0
Vanguard Industrials ETF ETP 92204A603   493,272 2,400 SH   SOLE   2,400 0 0
Vulcan Materials Co Common 929160109   2,074,048 9,200 SH   SOLE   9,200 0 0
Vanguard S&P 500 Value ETF ETP 921932703   498,240 3,200 SH   SOLE   3,200 0 0
Vertex Pharmaceuticals Inc Common 92532F100   4,513,950 12,827 SH   SOLE   12,827 0 0
WW International Inc Common 98262P101   770,112 114,600 SH   SOLE   114,600 0 0
SPDR S&P Oil & Gas Equipment & Services ETF ETP 78468R549   781,700 10,000 SH   SOLE   10,000 0 0
SPDR S&P Homebuilders ETF ETP 78464A888   51,392 640 SH   SOLE   640 0 0
Energy Select Sector SPDR Fund ETP 81369Y506   706,179 8,700 SH   SOLE   8,700 0 0
Industrial Select Sector SPDR Fund ETP 81369Y704   738,362 6,880 SH   SOLE   6,880 0 0
Technology Select Sector SPDR Fund ETP 81369Y803   92,146 530 SH   SOLE   530 0 0
SPDR S&P Metals & Mining ETF ETP 78464A755   589,512 11,600 SH   SOLE   11,600 0 0
Exxon Mobil Corp Common 30231G102   652,080 6,080 SH   SOLE   6,080 0 0
SPDR S&P Oil & Gas Exploration & Production ETF ETP 78468R556   244,777 1,900 SH   SOLE   1,900 0 0
SPDR S&P Semiconductor ETF ETP 78464A862   663,870 3,000 SH   SOLE   3,000 0 0
SPDR S&P Transportation ETF ETP 78464A532   351,708 4,200 SH   SOLE   4,200 0 0