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
ABERCROMBIE & FITCH CO CL A 002896207   13,788,786 156,300 SH   SOLE   156,300 0 0
ADECOAGRO S A COM L00849106   18,176,228 1,637,498 SH   SOLE   1,637,498 0 0
ALAUNOS THERAPEUTICS INC COM 98973P101   282,931 4,001,856 SH   SOLE   4,001,856 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   4,053,773 52,300 SH   SOLE   52,300 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   8,022,864 433,200 SH   SOLE   433,200 0 0
ARISTA NETWORKS INC COM 040413106   12,348,260 52,432 SH   SOLE   52,432 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   3,488,450 996,700 SH   SOLE   996,700 0 0
BANCO MACRO SA SPON ADR B 05961W105   7,637,386 266,111 SH   SOLE   266,111 0 0
BEYOND INC COM 690370101   8,967,240 323,844 SH   SOLE   323,844 0 0
CELSIUS HLDGS INC COM NEW 15118V207   5,348,412 98,100 SH   SOLE   98,100 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   15,135,750 1,953,000 SH   SOLE   1,953,000 0 0
CENTRUS ENERGY CORP CL A 15643U104   7,873,127 144,700 SH   SOLE   144,700 0 0
CHENIERE ENERGY INC COM NEW 16411R208   7,903,873 46,300 SH   SOLE   46,300 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   5,843,016 33,596 SH   SOLE   33,596 0 0
COMPASS INC CL A 20464U100   13,999,604 3,723,299 SH   SOLE   3,723,299 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   27,186,078 1,396,306 SH   SOLE   1,396,306 0 0
EA SERIES TRUST FREEDOM 100 EM 02072L607   2,002,393 60,863 SH   SOLE   60,863 0 0
FORMFACTOR INC COM 346375108   2,728,168 65,408 SH   SOLE   65,408 0 0
GENIUS SPORTS LIMITED SHARES CL A G3934V109   14,216,348 2,300,380 SH   SOLE   2,300,380 0 0
GLOBAL X FDS GB MSCI AR ETF 37950E259   3,039,328 59,200 SH   SOLE   59,200 0 0
GRUPO FINANCIERO GALICIA S.A SPONSORED ADR 399909100   20,021,167 1,159,639 SH   SOLE   1,159,639 0 0
GRUPO TELEVISA S A B SPON ADR REP ORD 40049J206   49,880,585 14,934,307 SH   SOLE   14,934,307 0 0
HARMONIC INC COM 413160102   5,390,892 413,412 SH   SOLE   413,412 0 0
HERTZ GLOBAL HLDGS INC *W EXP 06/30/205 42806J148   34,369,902 6,271,880 SH   SOLE   6,271,880 0 0
HERTZ GLOBAL HLDGS INC COM NEW 42806J700   45,141,786 4,344,734 SH   SOLE   4,344,734 0 0
INTERCORP FINL SVCS INC SHS P5626F128   6,406,525 291,869 SH   SOLE   291,869 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   17,085,795 108,275 SH   SOLE   108,275 0 0
ISHARES INC MSCI MEXICO ETF 464286822   31,604,191 465,795 SH   SOLE   465,795 0 0
ISHARES INC MSCI BRAZIL ETF 464286400   13,728,792 392,700 SH   SOLE   392,700 0 0
ISHARES TR MSCI INDIA ETF 46429B598   2,267,713 46,460 SH   SOLE   46,460 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   403,007 4,181 SH   SOLE   4,181 0 0
ISHARES TR IBOXX HI YD ETF 464288513   218,549 2,824 SH   SOLE   2,824 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   24,729,490 3,558,200 SH   SOLE   3,558,200 0 0
JAMES RIV GROUP LTD COM G5005R107   3,959,562 428,524 SH   SOLE   428,524 0 0
MERCADOLIBRE INC COM 58733R102   7,126,934 4,535 SH   SOLE   4,535 0 0
NUTANIX INC CL A 67059N108   10,722,810 224,844 SH   SOLE   224,844 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   3,935,532 315,600 SH   SOLE   315,600 0 0
RTX CORPORATION COM 75513E101   20,807,822 247,300 SH   SOLE   247,300 0 0
SEMTECH CORP COM 816850101   8,735,517 398,700 SH   SOLE   398,700 0 0
SPDR SER TR OILGAS EQUIP 78468R549   3,000,105 35,500 SH   SOLE   35,500 0 0
STONECO LTD COM CL A G85158106   40,318,686 2,236,200 SH   SOLE   2,236,200 0 0
UNDER ARMOUR INC CL C 904311206   3,668,155 439,300 SH   SOLE   439,300 0 0
UNDER ARMOUR INC CL A 904311107   10,038,180 1,142,000 SH   SOLE   1,142,000 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   3,785,004 292,957 SH   SOLE   292,957 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   85,008,808 2,880,678 SH   SOLE   2,880,678 0 0
VITAL ENERGY INC COM 516806205   11,166,294 245,467 SH   SOLE   245,467 0 0
WOLFSPEED INC COM 977852102   5,508,366 126,600 SH   SOLE   126,600 0 0
XP INC CL A G98239109   3,522,057 135,100 SH   SOLE   135,100 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   6,616,070 384,879 SH   SOLE   384,879 0 0