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
Aerojet Rocketdyne Holdings In COM 007800105 14 423 SH   SOLE   0 0 423
Aerovironment Inc COM 008073108 27,191 244,261 SH   SOLE   0 0 244,261
Agnico Eagle Mines Ltd COM 008474108 5,427 157,858 SH   SOLE   157,858 0 0
Alamos Gold Inc COM 011532108 5,297 1,164,073 SH   SOLE   1,164,073 0 0
Albemarle Corp COM 012653101 11,529 114,656 SH   SOLE   49,423 0 65,233
Alcoa Corp COM 013872106 3,325 82,068 SH   SOLE   82,068 0 0
Alibaba Group Holding Ltd COM 01609W102 99,521 604,917 SH   SOLE   0 0 604,917
Alphabet Inc COM 02079K107 43,333 35,947 SH   SOLE   0 0 35,947
Amazon.com Inc COM 023135106 198,266 97,946 SH   SOLE   20 0 97,926
Anadarko Petroleum Corp COM 032511107 5,202 76,087 SH   SOLE   74,659 0 1,428
AngloGold Ashanti Ltd COM 035128206 6,227 722,440 SH   SOLE   722,440 0 0
ANSYS Inc COM 03662Q105 6,483 34,479 SH   SOLE   0 0 34,479
Apple Inc COM 037833100 148,731 649,566 SH   SOLE   98 0 649,468
Aptiv PLC COM G6095L109 33,275 392,389 SH   SOLE   528 0 391,861
Archer-Daniels-Midland Co COM 039483102 11,124 220,625 SH   SOLE   220,625 0 0
Autodesk Inc COM 052769106 49 313 SH   SOLE   0 0 313
B2Gold Corp COM 11777Q209 5,339 2,321,138 SH   SOLE   2,321,138 0 0
Baidu Inc COM 056752108 157,927 686,609 SH   SOLE   377 0 686,232
Baker Hughes a GE Co COM 05722G100 7,626 224,952 SH   SOLE   222,702 0 2,250
Banco Bradesco SA COM 059460303 337 47,735 SH   SOLE   0 0 47,735
Barrick Gold Corp COM 067901108 6,491 584,268 SH   SOLE   584,268 0 0
BHP Billiton PLC COM 05545E209 37,128 845,931 SH   SOLE   845,931 0 0
Bluebird Bio Inc COM 09609G100 44 304 SH   SOLE   304 0 0
Boeing Co/The COM 097023105 37 99 SH   SOLE   0 0 99
BP PLC COM 055622104 16,847 360,323 SH   SOLE   360,323 0 0
Bunge Ltd COM G16962105 7,399 108,363 SH   SOLE   108,363 0 0
Cabot Oil & Gas Corp COM 127097103 6,774 302,131 SH   SOLE   296,388 0 5,743
Callon Petroleum Co COM 13123X102 4,716 386,519 SH   SOLE   386,519 0 0
Canadian Natural Resources Ltd COM 136385101 5,986 180,235 SH   SOLE   180,235 0 0
Cemex SAB de CV COM 151290889 4,454 614,774 SH   SOLE   614,774 0 0
Cerus Corp COM 157085101 44 6,129 SH   SOLE   6,129 0 0
CF Industries Holdings Inc COM 125269100 3,932 72,235 SH   SOLE   72,235 0 0
Charles Schwab Corp/The COM 808513105 40,271 811,581 SH   SOLE   0 0 811,581
Chevron Corp COM 166764100 16,187 130,139 SH   SOLE   128,576 0 1,563
China Petroleum & Chemical Cor COM 16941R108 4,021 39,740 SH   SOLE   39,740 0 0
CNOOC Ltd COM 126132109 3,238 16,310 SH   SOLE   16,310 0 0
Compugen Ltd COM M25722105 24 6,288 SH   SOLE   6,288 0 0
Concho Resources Inc COM 20605P101 8,978 58,863 SH   SOLE   57,762 0 1,101
ConocoPhillips COM 20825C104 4,234 53,730 SH   SOLE   53,730 0 0
CRISPR Therapeutics AG COM H17182108 50 1,124 SH   SOLE   1,124 0 0
Deere & Co COM 244199105 19,661 130,285 SH   SOLE   0 0 130,285
Diamondback Energy Inc COM 25278X109 6,993 50,982 SH   SOLE   50,982 0 0
Domino's Pizza Inc COM 25754A201 5,946 20,573 SH   SOLE   0 0 20,573
DowDuPont Inc COM 26078J100 12,137 185,218 SH   SOLE   185,218 0 0
Dril-Quip Inc COM 262037104 2,737 52,267 SH   SOLE   52,267 0 0
Ebix Inc COM 278715206 30,610 391,967 SH   SOLE   0 0 391,967
Editas Medicine Inc COM 28106W103 64 2,018 SH   SOLE   2,018 0 0
Elbit Systems Ltd COM M3760D101 2,590 20,595 SH   SOLE   0 0 20,595
EOG Resources Inc COM 26875P101 4,987 38,800 SH   SOLE   37,957 0 843
EQT Corp COM 26884L109 5,733 129,174 SH   SOLE   127,163 0 2,011
ExOne Co/The COM 302104104 14 1,477 SH   SOLE   1,477 0 0
Exxon Mobil Corp COM 30231G102 25,403 296,665 SH   SOLE   294,090 0 2,575
Fiserv Inc COM 337738108 32,842 398,032 SH   SOLE   0 0 398,032
Freeport-McMoRan Inc COM 35671D857 12,246 888,057 SH   SOLE   888,057 0 0
Garmin Ltd COM H2906T109 10 142 SH   SOLE   0 0 142
General Motors Co COM 37045V100 11,868 346,829 SH   SOLE   0 0 346,829
Goldcorp Inc COM 380956409 2,186 213,936 SH   SOLE   213,936 0 0
Guidewire Software Inc COM 40171V100 80,101 798,857 SH   SOLE   0 0 798,857
Halliburton Co COM 406216101 18,900 464,256 SH   SOLE   461,591 0 2,665
Harris Corp COM 413875105 48 283 SH   SOLE   0 0 283
HDFC Bank Ltd COM 40415F101 27,508 290,538 SH   SOLE   0 0 290,538
HEICO Corp COM 422806109 30 319 SH   SOLE   0 0 319
Hess Corp COM 42809H107 4,446 61,313 SH   SOLE   61,313 0 0
Illumina Inc COM 452327109 62 168 SH   SOLE   168 0 0
Intellia Therapeutics Inc COM 45826J105 141 4,985 SH   SOLE   4,985 0 0
Interactive Brokers Group Inc COM 45841N107 73,471 1,318,110 SH   SOLE   0 0 1,318,110
Intercontinental Exchange Inc COM 45866F104 38,962 520,817 SH   SOLE   0 0 520,817
International Paper Co COM 460146103 14,030 282,061 SH   SOLE   282,061 0 0
Intuit Inc COM 461202103 66,138 290,232 SH   SOLE   0 0 290,232
Invitae Corp COM 46185L103 136 7,812 SH   SOLE   7,812 0 0
Iridium Communications Inc COM 46269C102 59 2,539 SH   SOLE   0 0 2,539
Jagged Peak Energy Inc COM 47009K107 4,874 347,913 SH   SOLE   347,913 0 0
JD.com Inc COM 47215P106 81,226 3,116,892 SH   SOLE   2,235 0 3,114,657
Kratos Defense & Security Solu COM 50077B207 3,470 233,534 SH   SOLE   0 0 233,534
LendingClub Corp COM 52603A109 83,979 21,153,344 SH   SOLE   14,039 0 21,139,305
LendingTree Inc COM 52603B107 129,231 561,873 SH   SOLE   87 0 561,786
Lockheed Martin Corp COM 539830109 46 132 SH   SOLE   0 0 132
Magna International Inc COM 559222401 7,572 136,480 SH   SOLE   0 0 136,480
Marathon Petroleum Corp COM 56585A102 3,018 36,937 SH   SOLE   36,937 0 0
Materialise NV COM 57667T100 35 2,473 SH   SOLE   2,473 0 0
Medidata Solutions Inc COM 58471A105 52,188 717,367 SH   SOLE   503 0 716,864
MercadoLibre Inc COM 58733R102 104,823 300,657 SH   SOLE   66 0 300,591
Mosaic Co/The COM 61945C103 6,149 188,316 SH   SOLE   188,316 0 0
MSCI Inc COM 55354G100 30,493 170,617 SH   SOLE   0 0 170,617
Teradyne Inc COM 880770102 11,881 317,510 SH   SOLE   1,542 0 315,968
NanoString Technologies Inc COM 63009R109 66 3,723 SH   SOLE   3,723 0 0
Nasdaq Inc COM 631103108 42,776 493,317 SH   SOLE   0 0 493,317
Netflix Inc COM 64110L106 9,930 25,886 SH   SOLE   143 0 25,743
Newmont Mining Corp COM 651639106 2,880 95,192 SH   SOLE   95,192 0 0
Noble Energy Inc COM 655044105 6,535 206,279 SH   SOLE   201,674 0 4,605
Nucor Corp COM 670346105 11,035 172,779 SH   SOLE   172,779 0 0
Nutrien Ltd COM 67077M108 32,492 557,320 SH   SOLE   557,320 0 0
NVIDIA Corp COM 67066G104 116,148 404,782 SH   SOLE   157 0 404,625
NXP Semiconductors NV COM N6596X109 6,851 78,820 SH   SOLE   0 0 78,820
Occidental Petroleum Corp COM 674599105 9,392 113,646 SH   SOLE   111,968 0 1,678
Oceaneering International Inc COM 675232102 4,109 148,168 SH   SOLE   147,540 0 628
Oil States International Inc COM 678026105 5,829 174,104 SH   SOLE   172,000 0 2,104
ONEOK Inc COM 682680103 3,107 45,518 SH   SOLE   43,544 0 1,974
Organovo Holdings Inc COM 68620A104 17 14,301 SH   SOLE   14,301 0 0
PACCAR Inc COM 693718108 7,457 107,639 SH   SOLE   0 0 107,639
Pacific Biosciences of Califor COM 69404D108 36 6,478 SH   SOLE   6,478 0 0
Packaging Corp of America COM 695156109 4,963 45,165 SH   SOLE   45,165 0 0
Patterson-UTI Energy Inc COM 703481101 6,593 377,479 SH   SOLE   373,598 0 3,881
PayPal Holdings Inc COM 70450Y103 86,482 980,633 SH   SOLE   0 0 980,633
PetroChina Co Ltd COM 71646E100 3,629 44,133 SH   SOLE   44,133 0 0
Petroleo Brasileiro SA COM 71654V408 3,754 308,808 SH   SOLE   308,808 0 0
Phillips 66 COM 718546104 3,112 27,266 SH   SOLE   27,266 0 0
Pioneer Natural Resources Co COM 723787107 4,344 24,744 SH   SOLE   24,067 0 677
Praxair Inc COM 74005P104 3,349 19,988 SH   SOLE   19,988 0 0
Proto Labs Inc COM 743713109 17 104 SH   SOLE   0 0 104
Raven Industries Inc COM 754212108 11 234 SH   SOLE   0 0 234
Red Hat Inc COM 756577102 56,304 413,699 SH   SOLE   287 0 413,412
Redfin Corp COM 75737F108 43,783 2,333,868 SH   SOLE   0 0 2,333,868
Rio Tinto PLC COM 767204100 26,481 522,420 SH   SOLE   522,420 0 0
Rowan Cos Plc COM G7665A101 3,103 163,894 SH   SOLE   162,376 0 1,518
Royal Dutch Shell PLC COM 780259206 22,004 319,427 SH   SOLE   319,427 0 0
RPC Inc COM 749660106 6,382 411,213 SH   SOLE   408,135 0 3,078
salesforce.com Inc COM 79466L302 65,808 412,070 SH   SOLE   140 0 411,930
Schlumberger Ltd COM 806857108 22,009 357,986 SH   SOLE   355,607 0 2,379
Seres Therapeutics Inc COM 81750R102 25 3,317 SH   SOLE   3,317 0 0
Shopify Inc COM 82509L107 75,382 457,776 SH   SOLE   0 0 457,776
Sirius XM Holdings Inc COM 82968B103 15 2,379 SH   SOLE   0 0 2,379
Southern Copper Corp COM 84265V105 4,650 108,179 SH   SOLE   108,179 0 0
Spirit AeroSystems Holdings In COM 848574109 37 400 SH   SOLE   0 0 400
Splunk Inc COM 848637104 86,977 727,110 SH   SOLE   184 0 726,926
Spotify Technology SA COM L8681T102 5,854 32,107 SH   SOLE   176 0 31,931
Square Inc COM 852234103 290,190 2,917,067 SH   SOLE   677 0 2,916,390
Starbucks Corp COM 855244109 49,281 878,442 SH   SOLE   0 0 878,442
Steel Dynamics Inc COM 858119100 10,054 220,617 SH   SOLE   220,617 0 0
Stratasys Ltd COM M85548101 169 7,235 SH   SOLE   5,968 0 1,267
Suncor Energy Inc COM 867224107 8,374 212,043 SH   SOLE   209,322 0 2,721
Superior Energy Services Inc COM 868157108 7,166 714,417 SH   SOLE   708,792 0 5,625
Syros Pharmaceuticals Inc COM 87184Q107 25 2,050 SH   SOLE   2,050 0 0
Taiwan Semiconductor Manufactu COM 874039100 96,386 2,159,904 SH   SOLE   585 0 2,159,319
Tata Motors Ltd COM 876568502 7,926 505,476 SH   SOLE   0 0 505,476
TechnipFMC PLC COM G87110105 9,679 309,720 SH   SOLE   306,933 0 2,787
Teck Resources Ltd COM 878742204 6,068 246,773 SH   SOLE   246,773 0 0
Teledyne Technologies Inc COM 879360105 23 92 SH   SOLE   0 0 92
Tesla Inc COM 88160R101 54,553 176,154 SH   SOLE   683 0 175,471
TOTAL SA COM 89151E109 22,242 340,510 SH   SOLE   340,510 0 0
TransUnion COM 89400J107 39,170 530,896 SH   SOLE   0 0 530,896
Trimble Inc COM 896239100 24,380 559,435 SH   SOLE   0 0 559,435
Twitter Inc COM 90184L102 7,043 246,777 SH   SOLE   3,116 0 243,661
Univar Inc COM 91336L107 3,510 114,580 SH   SOLE   114,580 0 0
Valero Energy Corp COM 91913Y100 77 669 SH   SOLE   0 0 669
Veoneer Inc COM 92336X109 7,478 133,939 SH   SOLE   0 0 133,939
Veracyte Inc COM 92337F107 24 2,602 SH   SOLE   2,602 0 0
Verisk Analytics Inc COM 92345Y106 47,569 392,648 SH   SOLE   0 0 392,648
Visa Inc COM 92826C839 37,853 250,336 SH   SOLE   0 0 250,336
Weyerhaeuser Co COM 962166104 10,641 330,170 SH   SOLE   330,170 0 0
Williams Cos Inc/The COM 969457100 3,345 122,111 SH   SOLE   122,111 0 0
Workday Inc COM 98138H101 42,363 287,421 SH   SOLE   0 0 287,421
Xilinx Inc COM 983919101 17,574 218,420 SH   SOLE   389 0 218,031
Zillow Group Inc COM 98954M200 33,361 752,301 SH   SOLE   697 0 751,604