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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 210 815 SH   SOLE   815 0 0
ALASKA AIR GROUP INC COM 011659109 2,410 61,569 SH   SOLE   61,569 0 0
ALBEMARLE CORP COM 012653101 1,072 4,052 SH   SOLE   4,052 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 888 35,735 SH   SOLE   35,735 0 0
ALPHABET INC CAP STK CL A 02079K305 1,125 11,760 SH   SOLE   11,760 0 0
ALPHABET INC CAP STK CL C 02079K107 675 7,020 SH   SOLE   7,020 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2,519 152,935 SH   SOLE   152,935 0 0
AMERICAN TOWER CORP NEW COM 03027X100 225 1,050 SH   SOLE   1,050 0 0
AMGEN INC COM 031162100 717 3,180 SH   SOLE   3,180 0 0
ANALOG DEVICES INC COM 032654105 1,874 13,450 SH   SOLE   13,450 0 0
APPLE INC COM 037833100 9,675 70,007 SH   SOLE   70,007 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,636 32,763 SH   SOLE   32,763 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 3,088 423,564 SH   SOLE   423,564 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 405 24,425 SH   SOLE   24,425 0 0
AUTOLIV INC COM 052800109 1,091 16,380 SH   SOLE   16,380 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 556 2,457 SH   SOLE   2,457 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,478 35,494 SH   SOLE   35,494 0 0
BHP GROUP LTD SPONSORED ADS 088606108 448 8,962 SH   SOLE   8,962 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 677 9,297 SH   SOLE   9,297 0 0
BOSTON PROPERTIES INC COM 101121101 2,010 26,812 SH   SOLE   26,812 0 0
BP PLC SPONSORED ADR 055622104 349 12,225 SH   SOLE   12,225 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 749 10,540 SH   SOLE   10,540 0 0
BUNGE LIMITED COM G16962105 3,188 38,610 SH   SOLE   38,610 0 0
CAMECO CORP COM 13321L108 5,773 217,774 SH   SOLE   217,774 0 0
CBRE GROUP INC CL A 12504L109 1,824 27,021 SH   SOLE   27,021 0 0
CHENIERE ENERGY INC COM NEW 16411R208 5,331 32,130 SH   SOLE   32,130 0 0
CHUBB LIMITED COM H1467J104 616 3,386 SH   SOLE   3,386 0 0
CONOCOPHILLIPS COM 20825C104 4,657 45,509 SH   SOLE   45,509 0 0
CONSTELLATION ENERGY CORP COM 21037T109 9,293 111,708 SH   SOLE   111,708 0 0
CUMMINS INC COM 231021106 241 1,184 SH   SOLE   1,184 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 2,491 289,700 SH   SOLE   289,700 0 0
ENPHASE ENERGY INC COM 29355A107 1,282 4,620 SH   SOLE   4,620 0 0
EQUITABLE HLDGS INC COM 29452E101 2,416 91,705 SH   SOLE   91,705 0 0
FIRST SOLAR INC COM 336433107 502 3,795 SH   SOLE   3,795 0 0
FLUOR CORP NEW COM 343412102 5,691 228,645 SH   SOLE   228,645 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,137 10,704 SH   SOLE   10,704 0 0
HASBRO INC COM 418056107 3,042 45,125 SH   SOLE   45,125 0 0
HONDA MOTOR LTD AMERN SHS 438128308 229 10,595 SH   SOLE   10,595 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 328 12,565 SH   SOLE   12,565 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,000 33,666 SH   SOLE   33,666 0 0
IRON MTN INC DEL COM 46284V101 2,805 63,796 SH   SOLE   63,796 0 0
JACOBS SOLUTIONS INC COM 46982L108 3,277 30,208 SH   SOLE   30,208 0 0
JBG SMITH PPTYS COM 46590V100 2,492 134,110 SH   SOLE   134,110 0 0
JOHNSON & JOHNSON COM 478160104 435 2,661 SH   SOLE   2,661 0 0
KKR & CO INC COM 48251W104 2,141 49,785 SH   SOLE   49,785 0 0
LAM RESEARCH CORP COM 512807108 2,201 6,013 SH   SOLE   6,013 0 0
LENNAR CORP CL A 526057104 3,027 40,598 SH   SOLE   40,598 0 0
LILLY ELI & CO COM 532457108 366 1,133 SH   SOLE   1,133 0 0
LIVENT CORP COM 53814L108 515 16,810 SH   SOLE   16,810 0 0
MERCK & CO INC COM 58933Y105 326 3,783 SH   SOLE   3,783 0 0
META PLATFORMS INC CL A 30303M102 1,867 13,757 SH   SOLE   13,757 0 0
MICROSOFT CORP COM 594918104 4,126 17,716 SH   SOLE   17,716 0 0
MONDELEZ INTL INC CL A 609207105 4,235 77,235 SH   SOLE   77,235 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 275 5,332 SH   SOLE   5,332 0 0
NETFLIX INC COM 64110L106 1,706 7,245 SH   SOLE   7,245 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,383 5,067 SH   SOLE   5,067 0 0
NOVARTIS AG SPONSORED ADR 66987V109 392 5,155 SH   SOLE   5,155 0 0
NRG ENERGY INC COM NEW 629377508 924 24,145 SH   SOLE   24,145 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,280 15,454 SH   SOLE   15,454 0 0
PAYPAL HLDGS INC COM 70450Y103 5,438 63,185 SH   SOLE   63,185 0 0
PFIZER INC COM 717081103 286 6,547 SH   SOLE   6,547 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 3,684 71,120 SH   SOLE   71,120 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 2,844 44,396 SH   SOLE   44,396 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 477 1,336 SH   SOLE   1,336 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 300 13,600 SH   SOLE   13,600 0 0
SUZANO S A SPON ADS 86959K105 2,584 313,265 SH   SOLE   313,265 0 0
TARGET CORP COM 87612E106 4,089 27,556 SH   SOLE   27,556 0 0
TELEFONICA BRASIL SA NEW ADR 87936R205 140 18,670 SH   SOLE   18,670 0 0
TELEFONICA S A SPONSORED ADR 879382208 125 38,559 SH   SOLE   38,559 0 0
TESLA INC COM 88160R101 832 3,135 SH   SOLE   3,135 0 0
TOYOTA MOTOR CORP ADS 892331307 233 1,790 SH   SOLE   1,790 0 0
UBS GROUP AG SHS H42097107 299 20,600 SH   SOLE   20,600 0 0
V F CORP COM 918204108 1,625 54,325 SH   SOLE   54,325 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 120 10,632 SH   SOLE   10,632 0 0