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
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Activision Blizzard Inc Common 00507V109 8,142,761 100,590 SH   SOLE   100,590 0 0
Adobe Inc Common 00724F101 4,119,612 8,400 SH   SOLE   8,400 0 0
Agnico Eagle Mines Ltd Common 008474108 8,612,120 81,400 SH   SOLE   81,400 0 0
Algonquin Power & Utilities Corp Common 015857105 4,131,024 213,600 SH   SOLE   213,600 0 0
Alibaba Group Holding Ltd Common 01609W102 4,031,936 13,715 SH   SOLE   13,715 0 0
Amazon.com Inc Common 023135106 2,235,598 710 SH   SOLE   710 0 0
Amgen Inc Common 031162100 809,500 3,185 SH   SOLE   3,185 0 0
Apple Inc Common 037833100 13,792,392 119,300 SH   SOLE   119,300 0 0
ARK Genomic Revolution ETF ETP 00214Q302 904,682 14,200 SH   SOLE   14,200 0 0
ARK Innovation ETF ETP 00214Q104 330,740 3,595 SH   SOLE   3,595 0 0
AT&T Inc Common 00206R102 2,366,294 84,525 SH   SOLE   84,525 0 0
Bank of Montreal Common 063671101 11,116,201 144,700 SH   SOLE   144,700 0 0
Barrick Gold Corp Common 067901108 1,484,780 39,700 SH   SOLE   39,700 0 0
BCE Inc Common 05534B760 3,905,987 70,735 SH   SOLE   70,735 0 0
BlackRock Inc Common 09247X101 10,073,456 17,875 SH   SOLE   17,875 0 0
BRP Inc Common 05577W200 9,314,340 132,400 SH   SOLE   132,400 0 0
Canadian Imperial Bank of Commerce Common 136069101 10,808,958 108,600 SH   SOLE   108,600 0 0
Canadian National Railway Co Common 136375102 16,535,046 116,600 SH   SOLE   116,600 0 0
Canadian Natural Resources Ltd Common 136385101 3,030,280 142,000 SH   SOLE   142,000 0 0
Canadian Pacific Railway Ltd Common 13645T100 10,531,300 26,000 SH   SOLE   26,000 0 0
Ceridian HCM Holding Inc Common 15677J108 3,094,372 28,100 SH   SOLE   28,100 0 0
Chipotle Mexican Grill Inc Common 169656105 124,371 100 SH   SOLE   100 0 0
Clarivate PLC Common G21810109 2,810,793 90,700 SH   SOLE   90,700 0 0
Clorox Co/The Common 189054109 2,216,354 10,600 SH   SOLE   10,600 0 0
Costco Wholesale Corp Common 22160K105 12,941,501 36,525 SH   SOLE   36,525 0 0
Deere & Co Common 244199105 8,998,178 40,600 SH   SOLE   40,600 0 0
DexCom Inc Common 252131107 1,855,035 4,500 SH   SOLE   4,500 0 0
Dollar General Corp Common 256677105 7,742,738 37,000 SH   SOLE   37,000 0 0
Dow Inc Common 260557103 630,705 13,405 SH   SOLE   13,405 0 0
DR Horton Inc Common 23331A109 731,720 9,675 SH   SOLE   9,675 0 0
DraftKings Inc Common 26142R104 7,589,477 128,985 SH   SOLE   128,985 0 0
Edwards Lifesciences Corp Common 28176E108 490,494 6,145 SH   SOLE   6,145 0 0
Enbridge Inc Common 29250N105 2,524,610 64,900 SH   SOLE   64,900 0 0
Equinox Gold Corp Common 29446Y502 7,605,039 489,070 SH   SOLE   489,070 0 0
First Republic Bank/CA Common 33616C100 557,499 5,120 SH   SOLE   5,120 0 0
First Trust NASDAQ Cybersecurity ETF ETP 33734X846 451,530 12,975 SH   SOLE   12,975 0 0
First Trust Rising Dividend Achievers ETF ETP 33738R506 864,019 26,400 SH   SOLE   26,400 0 0
Fortis Inc/Canada Common 349553107 4,654,620 85,500 SH   SOLE   85,500 0 0
Franco-Nevada Corp Common 351858105 4,335,431 23,300 SH   SOLE   23,300 0 0
Freeport-McMoRan Inc Common 35671D857 10,267,738 656,505 SH   SOLE   656,505 0 0
Global X Copper Miners ETF ETP 37954Y830 410,256 19,800 SH   SOLE   19,800 0 0
Global X MSCI China Consumer Discretionary ETF ETP 37950E408 635,019 23,100 SH   SOLE   23,100 0 0
Global X Silver Miners ETF ETP 37954Y848 931,810 21,500 SH   SOLE   21,500 0 0
Home Depot Inc/The Common 437076102 8,535,417 30,735 SH   SOLE   30,735 0 0
IDEXX Laboratories Inc Common 45168D104 9,240,051 23,505 SH   SOLE   23,505 0 0
Ingersoll Rand Inc Common 45687V106 6,588,136 185,060 SH   SOLE   185,060 0 0
Invesco DWA Emerging Markets Markets Momentum ETF ETP 46138E867 657,448 34,100 SH   SOLE   34,100 0 0
Invesco DWA Momentum ETF ETP 46137V837 978,560 12,800 SH   SOLE   12,800 0 0
Invesco Solar ETF ETP 46138G706 1,321,716 20,400 SH   SOLE   20,400 0 0
Invesco Water Resources ETF ETP 46137V142 461,677 11,635 SH   SOLE   11,635 0 0
iShares Expanded Tech-Software Sector ETF ETP 464287515 2,355,178 7,570 SH   SOLE   7,570 0 0
iShares Exponential Technologies ETF ETP 46434V381 1,060,501 21,830 SH   SOLE   21,830 0 0
iShares Global Tech ETF ETP 464287291 711,909 2,700 SH   SOLE   2,700 0 0
iShares MSCI ACWI ETF ETP 464288257 10,789 135 SH   SOLE   135 0 0
iShares MSCI Global Metals & Mining Producers ETF ETP 46434G848 701,636 26,200 SH   SOLE   26,200 0 0
iShares MSCI Japan ETF ETP 46434G822 856,515 14,500 SH   SOLE   14,500 0 0
iShares MSCI Taiwan ETF ETP 46434G772 588,190 13,100 SH   SOLE   13,100 0 0
iShares PHLX Semiconductor ETF ETP 464287523 1,026,536 3,370 SH   SOLE   3,370 0 0
iShares Transportation Average ETF ETP 464287192 1,094,115 5,500 SH   SOLE   5,500 0 0
iShares U.S. Home Construction ETF ETP 464288752 1,223,640 21,600 SH   SOLE   21,600 0 0
iShares U.S. Medical Devices ETF ETP 464288810 1,228,442 4,100 SH   SOLE   4,100 0 0
Kansas City Southern Common 485170302 858,943 4,750 SH   SOLE   4,750 0 0
Kinross Gold Corp Common 496902404 1,930,864 164,900 SH   SOLE   164,900 0 0
KraneShares CSI China Internet ETF ETP 500767306 422,716 6,200 SH   SOLE   6,200 0 0
Lightspeed POS Inc Common 53227R106 12,048,890 282,440 SH   SOLE   282,440 0 0
Lockheed Martin Corp Common 539830109 229,968 600 SH   SOLE   600 0 0
Lowe's Cos Inc Common 548661107 9,943,128 60,155 SH   SOLE   60,155 0 0
Lululemon Athletica Inc Common 550021109 848,128 2,575 SH   SOLE   2,575 0 0
Magna International Inc Common 559222401 4,588,029 75,300 SH   SOLE   75,300 0 0
Mastercard Inc Common 57636Q104 7,295,983 21,600 SH   SOLE   21,600 0 0
Materials Select Sector SPDR Fund ETP 81369Y100 731,860 11,500 SH   SOLE   11,500 0 0
McCormick & Co Inc/MD Common 579780206 7,949,974 41,090 SH   SOLE   41,090 0 0
Merck & Co Inc Common 58933Y105 888,395 10,710 SH   SOLE   10,710 0 0
Microsoft Corp Common 594918104 13,005,756 61,835 SH   SOLE   61,835 0 0
Moody's Corp Common 615369105 3,660,806 12,630 SH   SOLE   12,630 0 0
Morgan Stanley Common 617446448 441,548 9,200 SH   SOLE   9,200 0 0
Netflix Inc Common 64110L106 650,039 1,300 SH   SOLE   1,300 0 0
Newmont Corp Common 651639106 818,188 12,895 SH   SOLE   12,895 0 0
NextEra Energy Inc Common 65339F101 959,664 13,830 SH   SOLE   13,830 0 0
NIKE Inc Common 654106103 542,961 4,325 SH   SOLE   4,325 0 0
NVIDIA Corp Common 67066G104 7,720,503 14,265 SH   SOLE   14,265 0 0
Old Dominion Freight Line Inc Common 679580100 162,828 900 SH   SOLE   900 0 0
Pactiv Evergreen Inc Common 69526K105 5,529,580 435,400 SH   SOLE   435,400 0 0
PayPal Holdings Inc Common 70450Y103 177,327 900 SH   SOLE   900 0 0
Pembina Pipeline Corp Common 706327103 4,095,563 146,000 SH   SOLE   146,000 0 0
Primo Water Corp Common 74167P108 482,205 25,500 SH   SOLE   25,500 0 0
Profound Medical Corp Common 74319B502 791,596 33,800 SH   SOLE   33,800 0 0
QUALCOMM Inc Common 747525103 11,796,832 100,245 SH   SOLE   100,245 0 0
Regeneron Pharmaceuticals Inc Common 75886F107 3,092,785 5,525 SH   SOLE   5,525 0 0
ROBO Global Robotics and Automation Index ETF ETP 301505707 871,515 18,100 SH   SOLE   18,100 0 0
Royal Bank of Canada Common 780087102 15,156,560 163,938 SH   SOLE   163,938 0 0
S&P Global Inc Common 78409V104 15,533,927 43,078 SH   SOLE   43,078 0 0
Sea Ltd Common 81141R100 4,236,100 27,500 SH   SOLE   27,500 0 0
ServiceNow Inc Common 81762P102 6,402,000 13,200 SH   SOLE   13,200 0 0
Sherwin-Williams Co/The Common 824348106 7,942,836 11,400 SH   SOLE   11,400 0 0
Shopify Inc Common 82509L107 1,974,451 1,450 SH   SOLE   1,450 0 0
SiTime Corp Common 82982T106 2,325,110 27,670 SH   SOLE   27,670 0 0
SPDR Bloomberg Barclays Convertible Securities ETF ETP 78464A359 1,161,610 16,900 SH   SOLE   16,900 0 0
SPDR Gold Shares ETP 78463V107 850,176 4,800 SH   SOLE   4,800 0 0
SPDR S&P 500 ETF Trust ETP 78462F103 10,549,035 31,500 SH   SOLE   31,500 0 0
SPDR S&P Biotech ETF ETP 78464A870 393,348 3,530 SH   SOLE   3,530 0 0
SPDR S&P Homebuilders ETF ETP 78464A888 1,174,584 21,800 SH   SOLE   21,800 0 0
SPDR S&P Metals & Mining ETF ETP 78464A755 460,152 19,800 SH   SOLE   19,800 0 0
SPDR S&P Semiconductor ETF ETP 78464A862 829,818 6,600 SH   SOLE   6,600 0 0
Square Inc Common 852234103 4,488,818 27,615 SH   SOLE   27,615 0 0
Sun Life Financial Inc Common 866796105 1,074,348 19,800 SH   SOLE   19,800 0 0
TELUS Corp Common 87971M103 3,380,949 144,300 SH   SOLE   144,300 0 0
TFI International Inc Common 87241L109 222,720 4,000 SH   SOLE   4,000 0 0
Thomson Reuters Corp Common 884903709 13,112,484 123,400 SH   SOLE   123,400 0 0
T-Mobile US Inc Common 872590104 5,810,632 50,810 SH   SOLE   50,810 0 0
Toronto-Dominion Bank/The Common 891160509 7,579,797 124,500 SH   SOLE   124,500 0 0
United Parcel Service Inc Common 911312106 466,564 2,800 SH   SOLE   2,800 0 0
Unity Software Inc Common 91332U101 1,832,880 21,000 SH   SOLE   21,000 0 0
VanEck Vectors Gold Miners ETF ETP 92189F106 928,092 23,700 SH   SOLE   23,700 0 0
VanEck Vectors Junior Gold Miners ETF ETP 92189F791 924,512 16,700 SH   SOLE   16,700 0 0
Vanguard Consumer Discretionary ETF ETP 92204A108 1,360,796 5,800 SH   SOLE   5,800 0 0
Vanguard ESG US Stock ETF ETP 921910733 797,349 12,900 SH   SOLE   12,900 0 0
Vanguard S&P 500 Value ETF ETP 921932703 92,364 848 SH   SOLE   848 0 0
Visa Inc Common 92826C839 1,447,783 7,240 SH   SOLE   7,240 0 0
Walmart Inc Common 931142103 6,729,671 48,100 SH   SOLE   48,100 0 0
Waste Connections Inc Common 94106B101 1,174,135 8,500 SH   SOLE   8,500 0 0
Wheaton Precious Metals Corp Common 962879102 13,379,584 204,800 SH   SOLE   204,800 0 0
WisdomTree Continuous Commodity Index Fund ETP 97718W108 866,229 50,100 SH   SOLE   50,100 0 0
Zendesk Inc Common 98936J101 2,387,744 23,200 SH   SOLE   23,200 0 0
Zillow Group Inc Common 98954M200 1,879,415 18,500 SH   SOLE   18,500 0 0
Zoom Video Communications Inc Common 98980L101 3,384,792 7,200 SH   SOLE   7,200 0 0