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
2U Inc COM 90214J101 18 362 SH   SOLE   362 0 0
Aerojet Rocketdyne Holdings In COM 007800105 37 1,039 SH   SOLE   0 0 1,039
Aerovironment Inc COM 008073108 22,724 334,425 SH   SOLE   0 0 334,425
Agnico Eagle Mines Ltd COM 008474108 7,220 178,721 SH   SOLE   178,721 0 0
Alamos Gold Inc COM 011532108 5,334 1,481,538 SH   SOLE   1,481,538 0 0
Albemarle Corp COM 012653101 4,862 63,080 SH   SOLE   63,080 0 0
Alcoa Corp COM 013872106 2,230 83,886 SH   SOLE   83,886 0 0
Alibaba Group Holding Ltd COM 01609W102 86,291 629,539 SH   SOLE   0 0 629,539
Alphabet Inc COM 02079K107 29,407 28,396 SH   SOLE   0 0 28,396
Amazon.com Inc COM 023135106 182,058 121,213 SH   SOLE   27 0 121,186
Anadarko Petroleum Corp COM 032511107 4,152 94,698 SH   SOLE   94,698 0 0
AngloGold Ashanti Ltd COM 035128206 6,872 547,585 SH   SOLE   547,585 0 0
ANSYS Inc COM 03662Q105 5,936 41,531 SH   SOLE   0 0 41,531
Apple Inc COM 037833100 119,060 754,784 SH   SOLE   0 0 754,784
Aptiv PLC COM G6095L109 26,103 423,950 SH   SOLE   0 0 423,950
Archer-Daniels-Midland Co COM 039483102 7,948 193,984 SH   SOLE   193,984 0 0
Autodesk Inc COM 052769106 111 865 SH   SOLE   0 0 865
B2Gold Corp COM 11777Q209 8,002 2,740,254 SH   SOLE   2,740,254 0 0
Baidu Inc COM 056752108 136,366 859,810 SH   SOLE   509 0 859,301
Baker Hughes a GE Co COM 05722G100 7,016 326,325 SH   SOLE   323,966 0 2,359
Banco Bradesco SA COM 059460303 422 42,702 SH   SOLE   0 0 42,702
Barrick Gold Corp COM 067901108 8,073 596,268 SH   SOLE   596,268 0 0
BHP Group PLC COM 05545E209 33,425 797,928 SH   SOLE   797,928 0 0
Boeing Co/The COM 097023105 86 266 SH   SOLE   0 0 266
BP PLC COM 055622104 13,939 367,593 SH   SOLE   367,593 0 0
Bunge Ltd COM G16962105 5,417 101,371 SH   SOLE   101,371 0 0
Cabot Oil & Gas Corp COM 127097103 6,881 307,873 SH   SOLE   303,706 0 4,167
Callon Petroleum Co COM 13123X102 3,350 516,175 SH   SOLE   516,175 0 0
Canadian Natural Resources Ltd COM 136385101 4,457 184,700 SH   SOLE   184,700 0 0
Caterpillar Inc COM 149123101 6,040 47,535 SH   SOLE   0 0 47,535
Cemex SAB de CV COM 151290889 3,053 633,365 SH   SOLE   633,365 0 0
Cerus Corp COM 157085101 31 6,017 SH   SOLE   6,017 0 0
CF Industries Holdings Inc COM 125269100 2,686 61,734 SH   SOLE   61,734 0 0
Charles Schwab Corp/The COM 808513105 35,369 851,642 SH   SOLE   0 0 851,642
Chevron Corp COM 166764100 15,495 142,430 SH   SOLE   141,022 0 1,408
China Petroleum & Chemical Cor COM 16941R108 2,839 40,212 SH   SOLE   40,212 0 0
Compugen Ltd COM M25722105 13 6,220 SH   SOLE   6,220 0 0
Concho Resources Inc COM 20605P101 7,361 71,608 SH   SOLE   70,616 0 992
ConocoPhillips COM 20825C104 3,389 54,359 SH   SOLE   54,359 0 0
CRISPR Therapeutics AG COM H17182108 26 924 SH   SOLE   924 0 0
Deere & Co COM 244199105 20,090 134,681 SH   SOLE   0 0 134,681
Diamondback Energy Inc COM 25278X109 6,128 66,104 SH   SOLE   65,269 0 835
Domino's Pizza Inc COM 25754A201 5,500 22,178 SH   SOLE   0 0 22,178
DowDuPont Inc COM 26078J100 10,109 189,024 SH   SOLE   189,024 0 0
Dril-Quip Inc COM 262037104 1,599 53,237 SH   SOLE   53,237 0 0
Editas Medicine Inc COM 28106W103 51 2,226 SH   SOLE   2,226 0 0
Elbit Systems Ltd COM M3760D101 2,624 23,016 SH   SOLE   0 0 23,016
EOG Resources Inc COM 26875P101 4,903 56,221 SH   SOLE   55,276 0 945
EQT Corp COM 26884L109 3,955 209,368 SH   SOLE   206,348 0 3,020
ExOne Co/The COM 302104104 10 1,448 SH   SOLE   1,448 0 0
Exxon Mobil Corp COM 30231G102 20,108 294,889 SH   SOLE   292,817 0 2,072
Freeport-McMoRan Inc COM 35671D857 9,343 906,169 SH   SOLE   906,169 0 0
Garmin Ltd COM H2906T109 28 437 SH   SOLE   0 0 437
General Motors Co COM 37045V100 9,558 285,742 SH   SOLE   0 0 285,742
Guidewire Software Inc COM 40171V100 75,445 940,353 SH   SOLE   0 0 940,353
Halliburton Co COM 406216101 13,060 491,354 SH   SOLE   488,869 0 2,485
Harris Corp COM 413875105 105 778 SH   SOLE   0 0 778
HDFC Bank Ltd COM 40415F101 32,150 310,354 SH   SOLE   0 0 310,354
HEICO Corp COM 422806109 76 979 SH   SOLE   0 0 979
Hess Corp COM 42809H107 2,558 63,153 SH   SOLE   63,153 0 0
Illumina Inc COM 452327109 73 243 SH   SOLE   243 0 0
Intellia Therapeutics Inc COM 45826J105 82 5,980 SH   SOLE   5,980 0 0
Interactive Brokers Group Inc COM 45841N107 52,435 959,470 SH   SOLE   0 0 959,470
Intercontinental Exchange Inc COM 45866F104 28,909 383,766 SH   SOLE   0 0 383,766
International Paper Co COM 460146103 11,615 287,794 SH   SOLE   287,794 0 0
Intuit Inc COM 461202103 59,988 304,742 SH   SOLE   0 0 304,742
Invitae Corp COM 46185L103 85 7,648 SH   SOLE   7,648 0 0
Iridium Communications Inc COM 46269C102 138 7,496 SH   SOLE   0 0 7,496
Jagged Peak Energy Inc COM 47009K107 3,218 352,846 SH   SOLE   352,846 0 0
JD.com Inc COM 47215P106 6,547 312,828 SH   SOLE   0 0 312,828
Kratos Defense & Security Solu COM 50077B207 6,563 465,824 SH   SOLE   0 0 465,824
LendingClub Corp COM 52603A109 52,195 19,846,076 SH   SOLE   13,818 0 19,832,258
LendingTree Inc COM 52603B107 139,496 635,313 SH   SOLE   168 0 635,145
Liberty Oilfield Services Inc COM 53115L104 1,067 82,429 SH   SOLE   82,429 0 0
Linde PLC COM G5494J103 3,186 20,420 SH   SOLE   20,420 0 0
Lockheed Martin Corp COM 539830109 106 403 SH   SOLE   0 0 403
Magna International Inc COM 559222401 7,630 167,871 SH   SOLE   0 0 167,871
Marathon Petroleum Corp COM 56585A102 3,827 64,848 SH   SOLE   64,848 0 0
Materialise NV COM 57667T100 80 3,982 SH   SOLE   2,431 0 1,551
Medidata Solutions Inc COM 58471A105 72,705 1,078,390 SH   SOLE   616 0 1,077,774
MercadoLibre Inc COM 58733R102 58,292 199,050 SH   SOLE   0 0 199,050
Mosaic Co/The COM 61945C103 3,824 130,911 SH   SOLE   130,911 0 0
NanoString Technologies Inc COM 63009R109 52 3,504 SH   SOLE   3,504 0 0
Nasdaq Inc COM 631103108 42,733 523,879 SH   SOLE   0 0 523,879
Netflix Inc COM 64110L106 8,317 31,072 SH   SOLE   195 0 30,877
Newmont Mining Corp COM 651639106 3,906 112,715 SH   SOLE   112,715 0 0
Nucor Corp COM 670346105 8,626 166,486 SH   SOLE   166,486 0 0
Nutrien Ltd COM 67077M108 25,511 542,789 SH   SOLE   542,789 0 0
NVIDIA Corp COM 67066G104 102,934 771,043 SH   SOLE   615 0 770,428
NXP Semiconductors NV COM N6596X109 7,368 100,547 SH   SOLE   0 0 100,547
Occidental Petroleum Corp COM 674599105 7,139 116,308 SH   SOLE   114,847 0 1,461
Oceaneering International Inc COM 675232102 1,822 150,572 SH   SOLE   150,017 0 555
Oil States International Inc COM 678026105 4,094 286,713 SH   SOLE   284,410 0 2,303
ONEOK Inc COM 682680103 2,504 46,410 SH   SOLE   44,631 0 1,779
Opera Ltd COM 68373M107 1,180 212,157 SH   SOLE   0 0 212,157
Organovo Holdings Inc COM 68620A104 13 14,065 SH   SOLE   14,065 0 0
PACCAR Inc COM 693718108 6,684 116,979 SH   SOLE   0 0 116,979
Packaging Corp of America COM 695156109 4,732 56,694 SH   SOLE   56,694 0 0
Patterson-UTI Energy Inc COM 703481101 3,977 384,244 SH   SOLE   380,808 0 3,436
PayPal Holdings Inc COM 70450Y103 117,895 1,402,007 SH   SOLE   0 0 1,402,007
PetroChina Co Ltd COM 71646E100 2,775 45,089 SH   SOLE   45,089 0 0
Petroleo Brasileiro SA COM 71654V408 1,934 148,689 SH   SOLE   148,689 0 0
Phillips 66 COM 718546104 3,190 37,024 SH   SOLE   37,024 0 0
Pioneer Natural Resources Co COM 723787107 4,035 30,678 SH   SOLE   30,027 0 651
Proto Labs Inc COM 743713109 74 656 SH   SOLE   160 0 496
Raven Industries Inc COM 754212108 26 719 SH   SOLE   0 0 719
Redfin Corp COM 75737F108 31,591 2,193,819 SH   SOLE   0 0 2,193,819
Rio Tinto PLC COM 767204100 24,518 505,724 SH   SOLE   505,724 0 0
Rowan Cos Plc COM G7665A101 1,400 166,862 SH   SOLE   165,518 0 1,344
Royal Dutch Shell PLC COM 780259206 18,993 325,942 SH   SOLE   325,942 0 0
RPC Inc COM 749660106 3,149 319,077 SH   SOLE   316,804 0 2,273
salesforce.com Inc COM 79466L302 76,995 562,131 SH   SOLE   263 0 561,868
Schlumberger Ltd COM 806857108 16,928 469,172 SH   SOLE   466,397 0 2,775
Seres Therapeutics Inc COM 81750R102 15 3,265 SH   SOLE   3,265 0 0
Shopify Inc COM 82509L107 59,540 430,044 SH   SOLE   0 0 430,044
Sirius XM Holdings Inc COM 82968B103 23 3,952 SH   SOLE   0 0 3,952
Southern Copper Corp COM 84265V105 3,397 110,386 SH   SOLE   110,386 0 0
Spirit AeroSystems Holdings In COM 848574109 88 1,227 SH   SOLE   0 0 1,227
Splunk Inc COM 848637104 95,143 907,424 SH   SOLE   349 0 907,075
Spotify Technology SA COM L8681T102 4,777 42,090 SH   SOLE   270 0 41,820
Square Inc COM 852234103 237,731 4,238,388 SH   SOLE   1,679 0 4,236,709
Steel Dynamics Inc COM 858119100 6,760 225,040 SH   SOLE   225,040 0 0
Stratasys Ltd COM M85548101 194 10,748 SH   SOLE   5,957 0 4,791
Suncor Energy Inc COM 867224107 8,157 291,618 SH   SOLE   288,397 0 3,221
Superior Energy Services Inc COM 868157108 2,261 674,777 SH   SOLE   670,524 0 4,253
Syros Pharmaceuticals Inc COM 87184Q107 11 2,021 SH   SOLE   2,021 0 0
Taiwan Semiconductor Manufactu COM 874039100 62,794 1,701,266 SH   SOLE   0 0 1,701,266
TechnipFMC PLC COM G87110105 6,672 340,744 SH   SOLE   338,009 0 2,735
Teck Resources Ltd COM 878742204 7,322 339,905 SH   SOLE   339,905 0 0
Teladoc Health Inc COM 87918A105 25 514 SH   SOLE   514 0 0
Teledyne Technologies Inc COM 879360105 58 281 SH   SOLE   0 0 281
Teradyne Inc COM 880770102 15,069 480,195 SH   SOLE   2,346 0 477,849
Tesla Inc COM 88160R101 48,865 146,829 SH   SOLE   398 0 146,431
TOTAL SA COM 89151E109 18,130 347,455 SH   SOLE   347,455 0 0
TransUnion COM 89400J107 24,962 439,473 SH   SOLE   0 0 439,473
Trimble Inc COM 896239100 20,847 633,441 SH   SOLE   0 0 633,441
Twitter Inc COM 90184L102 5,333 185,554 SH   SOLE   2,667 0 182,887
Univar Inc COM 91336L107 2,456 138,461 SH   SOLE   138,461 0 0
Valero Energy Corp COM 91913Y100 39 514 SH   SOLE   0 0 514
Veoneer Inc COM 92336X109 5,220 221,449 SH   SOLE   0 0 221,449
Veracyte Inc COM 92337F107 32 2,555 SH   SOLE   2,555 0 0
Verisk Analytics Inc COM 92345Y106 68,086 624,416 SH   SOLE   0 0 624,416
Visa Inc COM 92826C839 0 0 SH   SOLE   0 0 0
Weyerhaeuser Co COM 962166104 7,394 338,248 SH   SOLE   338,248 0 0
Williams Cos Inc/The COM 969457100 3,215 145,814 SH   SOLE   145,814 0 0
Xilinx Inc COM 983919101 16,441 193,039 SH   SOLE   0 0 193,039
Zillow Group Inc COM 98954M200 84,054 2,661,612 SH   SOLE   1,442 0 2,660,170