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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   417,665 6,401 SH   SOLE   6,401 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   231,192 1,482 SH   SOLE   1,482 0 0
ALTRIA GROUP INC COM 02209S103   198,113 4,440 SH   SOLE   4,440 0 0
AMC NETWORKS INC CL A 00164V103   65,116 3,704 SH   SOLE   3,704 0 0
AMN HEALTHCARE SVCS INC COM 001744101   224,656 2,708 SH   SOLE   2,708 0 0
ARCH RESOURCES INC CL A 03940R107   177,997 1,354 SH   SOLE   1,354 0 0
ARES CAPITAL CORP COM 04010L103   406,984 22,270 SH   SOLE   22,270 0 0
ATKORE INC COM 047649108   256,376 1,825 SH   SOLE   1,825 0 0
BARINGS BDC INC COM 06759L103   549,218 69,171 SH   SOLE   69,171 0 0
BATH & BODY WORKS INC COM 070830104   190,106 5,197 SH   SOLE   5,197 0 0
BLOCK H & R INC COM 093671105   127,499 3,617 SH   SOLE   3,617 0 0
BOISE CASCADE CO DEL COM 09739D100   176,278 2,787 SH   SOLE   2,787 0 0
BUCKLE INC COM 118440106   267,461 7,494 SH   SOLE   7,494 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   313,216 3,528 SH   SOLE   3,528 0 0
CF INDS HLDGS INC COM 125269100   129,540 1,787 SH   SOLE   1,787 0 0
COLUMBIA ETF TR II INDIA CONSMR ETF 19762B707   61,641 1,388 SH   SOLE   1,388 0 0
CROCS INC COM 227046109   379,573 3,002 SH   SOLE   3,002 0 0
DICKS SPORTING GOODS INC COM 253393102   300,949 2,121 SH   SOLE   2,121 0 0
DILLARDS INC CL A 254067101   239,375 778 SH   SOLE   778 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   213,730 21,787 SH   SOLE   21,787 0 0
EMBECTA CORP COMMON STOCK 29082K105   2,025 72 SH   SOLE   72 0 0
ENCORE WIRE CORP COM 292562105   346,196 1,868 SH   SOLE   1,868 0 0
EXPEDITORS INTL WASH INC COM 302130109   239,071 2,171 SH   SOLE   2,171 0 0
FRONTDOOR INC COM 35905A109   210,717 7,558 SH   SOLE   7,558 0 0
FULGENT GENETICS INC COM 359664109   144,205 4,619 SH   SOLE   4,619 0 0
GILEAD SCIENCES INC COM 375558103   283,674 3,419 SH   SOLE   3,419 0 0
GOLUB CAP BDC INC COM 38173M102   4,252,755 313,625 SH   SOLE   313,625 0 0
GOPRO INC CL A 38268T103   131,615 26,166 SH   SOLE   26,166 0 0
GRAFTECH INTL LTD COM 384313508   198,900 40,926 SH   SOLE   40,926 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   10,721,736 160,818 SH   SOLE   160,818 0 0
HOLOGIC INC COM 436440101   197,069 2,442 SH   SOLE   2,442 0 0
HP INC COM 40434L105   201,781 6,875 SH   SOLE   6,875 0 0
ICICI BANK LIMITED ADR 45104G104   24,072,857 1,115,517 SH   SOLE   1,115,517 0 0
INFOSYS LTD SPONSORED ADR 456788108   10,492,061 601,609 SH   SOLE   601,609 0 0
INNOVIVA INC COM 45781M101   93,420 8,304 SH   SOLE   8,304 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   226,937 21,572 SH   SOLE   21,572 0 0
ISHARES INC MSCI CDA ETF 464286509   2,545,521 74,474 SH   SOLE   74,474 0 0
ISHARES INC MSCI MEXICO ETF 464286822   4,133,704 69,439 SH   SOLE   69,439 0 0
ISHARES INC MSCI SWITZERLAND 464286749   7,935,713 175,104 SH   SOLE   175,104 0 0
ISHARES INC MSCI STH KOR ETF 464286772   1,440,323 23,527 SH   SOLE   23,527 0 0
ISHARES INC MSCI GERMANY ETF 464286806   7,076,181 248,636 SH   SOLE   248,636 0 0
ISHARES INC CORE S&P500 ETF 464287200   15,368,637 37,386 SH   SOLE   37,386 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   4,031,076 102,156 SH   SOLE   102,156 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780   4,912,478 247,480 SH   SOLE   247,480 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   265,396 4,522 SH   SOLE   4,522 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   11,078,697 244,401 SH   SOLE   244,401 0 0
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217   4,837,822 99,955 SH   SOLE   99,955 0 0
KORN FERRY COM NEW 500643200   210,892 4,076 SH   SOLE   4,076 0 0
MALIBU BOATS INC COM CL A 56117J100   184,027 3,260 SH   SOLE   3,260 0 0
MANPOWERGROUP INC WIS COM 56418H100   201,786 2,445 SH   SOLE   2,445 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   184,372 13,160 SH   SOLE   13,160 0 0
MATSON INC COM 57686G105   155,619 2,608 SH   SOLE   2,608 0 0
MEDIFAST INC COM 58470H101   123,678 1,193 SH   SOLE   1,193 0 0
MODERNA INC COM 60770K107   248,339 1,617 SH   SOLE   1,617 0 0
MUELLER INDS INC COM 624756102   351,896 4,789 SH   SOLE   4,789 0 0
NUCOR CORP COM 670346105   302,452 1,958 SH   SOLE   1,958 0 0
OMNICOM GROUP INC COM 681919106   302,265 3,204 SH   SOLE   3,204 0 0
ORGANON & CO COMMON STOCK 68622V106   144,483 6,143 SH   SOLE   6,143 0 0
OWL ROCK CAPITAL CORPORATION COM 69121K104   1,439,457 114,152 SH   SOLE   114,152 0 0
PFIZER INC COM 717081103   175,889 4,311 SH   SOLE   4,311 0 0
QUIDELORTHO CORP COM 219798105   186,554 2,094 SH   SOLE   2,094 0 0
REGENERON PHARMACEUTICALS COM 75886F107   253,074 308 SH   SOLE   308 0 0
ROBERT HALF INTL INC COM 770323103   174,676 2,168 SH   SOLE   2,168 0 0
RYERSON HLDG CORP COM 783754104   228,066 6,269 SH   SOLE   6,269 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   355,236 4,722 SH   SOLE   4,722 0 0
STEEL DYNAMICS INC COM 858119100   334,318 2,957 SH   SOLE   2,957 0 0
STONECO LTD COM CL A G85158106   368,091 38,584 SH   SOLE   38,584 0 0
STURM RUGER & CO INC COM 864159108   154,112 2,683 SH   SOLE   2,683 0 0
SYNAPTICS INC COM 87157D109   80,473 724 SH   SOLE   724 0 0
TEMPUR SEALY INTL INC COM 88023U101   311,023 7,876 SH   SOLE   7,876 0 0
THOR INDS INC COM 885160101   173,615 2,180 SH   SOLE   2,180 0 0
TRINET GROUP INC COM 896288107   218,292 2,708 SH   SOLE   2,708 0 0
UNITED STATES STL CORP NEW COM 912909108   213,211 8,169 SH   SOLE   8,169 0 0
VANECK ETF TRUST INDIA GROWTH LDR 92189F767   197,160 6,200 SH   SOLE   6,200 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   270,506 22,209 SH   SOLE   22,209 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   915,828 22,669 SH   SOLE   22,669 0 0
VECTOR GROUP LTD COM 92240M108   202,465 16,858 SH   SOLE   16,858 0 0
VIR BIOTECHNOLOGY INC COM 92764N102   225,766 9,702 SH   SOLE   9,702 0 0
VISTA OUTDOOR INC COM 928377100   127,660 4,607 SH   SOLE   4,607 0 0
WARRIOR MET COAL INC COM 93627C101   189,791 5,170 SH   SOLE   5,170 0 0
WILLIAMS SONOMA INC COM 969904101   258,892 2,128 SH   SOLE   2,128 0 0
WINNEBAGO INDS INC COM 974637100   183,948 3,188 SH   SOLE   3,188 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   5,912,268 187,453 SH   SOLE   187,453 0 0