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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALLISON TRANSMISSION HLDGS I COM 01973R101   617,727 10,623 SH   SOLE   10,623 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   1,016,421 2,999 SH   SOLE   2,999 0 0
ALTRIA GROUP INC COM 02209S103   581,017 14,403 SH   SOLE   14,403 0 0
AMN HEALTHCARE SVCS INC COM 001744101   565,419 7,551 SH   SOLE   7,551 0 0
ARCH RESOURCES INC CL A 03940R107   266,500 1,606 SH   SOLE   1,606 0 0
ATKORE INC COM 047649108   708,000 4,425 SH   SOLE   4,425 0 0
BLOCK H & R INC COM 093671105   780,208 16,130 SH   SOLE   16,130 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103   1,414,368 94,924 SH   SOLE   94,924 0 0
BOISE CASCADE CO DEL COM 09739D100   92,104 712 SH   SOLE   712 0 0
BUCKLE INC COM 118440106   810,311 17,052 SH   SOLE   17,052 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   45,742 274 SH   SOLE   274 0 0
CF INDS HLDGS INC COM 125269100   162,737 2,047 SH   SOLE   2,047 0 0
CISCO SYS INC COM 17275R102   595,681 11,791 SH   SOLE   11,791 0 0
CROCS INC COM 227046109   611,836 6,550 SH   SOLE   6,550 0 0
DECKERS OUTDOOR CORP COM 243537107   1,116,947 1,671 SH   SOLE   1,671 0 0
DELL TECHNOLOGIES INC CL C 24703L202   15,377 201 SH   SOLE   201 0 0
DILLARDS INC CL A 254067101   721,726 1,788 SH   SOLE   1,788 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   22,382 1,601 SH   SOLE   1,601 0 0
EBAY INC. COM 278642103   607,409 13,925 SH   SOLE   13,925 0 0
EMBECTA CORP COMMON STOCK 29082K105   276,492 14,606 SH   SOLE   14,606 0 0
ENCORE WIRE CORP COM 292562105   24,778 116 SH   SOLE   116 0 0
EVERI HLDGS INC COM 30034T103   328,926 29,186 SH   SOLE   29,186 0 0
EXPEDITORS INTL WASH INC COM 302130109   384,907 3,026 SH   SOLE   3,026 0 0
FOX CORP CL A COM 35137L105   574,233 19,354 SH   SOLE   19,354 0 0
GOLUB CAP BDC INC COM 38173M102   2,454,354 162,540 SH   SOLE   162,540 0 0
GRAFTECH INTL LTD COM 384313508   19,007 8,679 SH   SOLE   8,679 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104   453,363 14,036 SH   SOLE   14,036 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   21,922,958 326,672 SH   SOLE   326,672 0 0
HP INC COM 40434L105   650,546 21,620 SH   SOLE   21,620 0 0
ICICI BANK LIMITED ADR 45104G104   22,075,792 925,998 SH   SOLE   925,998 0 0
INFOSYS LTD SPONSORED ADR 456788108   13,057,336 710,410 SH   SOLE   710,410 0 0
INTERDIGITAL INC COM 45867G101   482,135 4,442 SH   SOLE   4,442 0 0
INTERPUBLIC GROUP COS INC COM 460690100   395,107 12,105 SH   SOLE   12,105 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   599,948 52,443 SH   SOLE   52,443 0 0
ISHARES INC MSCI CDA ETF 464286509   2,731,706 74,474 SH   SOLE   74,474 0 0
ISHARES INC MSCI GERMANY ETF 464286806   6,087,281 205,028 SH   SOLE   205,028 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   3,529,111 55,022 SH   SOLE   55,022 0 0
ISHARES INC MSCI MEXICO ETF 464286822   4,015,363 59,180 SH   SOLE   59,180 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780   5,263,583 281,475 SH   SOLE   281,475 0 0
ISHARES INC MSCI STH KOR ETF 464286772   5,995,864 91,498 SH   SOLE   91,498 0 0
ISHARES INC MSCI SWITZERLAND 464286749   7,789,040 161,364 SH   SOLE   161,364 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   8,994,952 195,415 SH   SOLE   195,415 0 0
ISHARES TR CORE S&P500 ETF 464287200   14,710,049 30,798 SH   SOLE   30,798 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   5,075,749 126,231 SH   SOLE   126,231 0 0
ISHARES TR MSCI UK ETF NEW 46435G334   874,206 26,451 SH   SOLE   26,451 0 0
ISHARES TR US AER DEF ETF 464288760   1,093,697 8,639 SH   SOLE   8,639 0 0
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217   5,249,637 99,955 SH   SOLE   99,955 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   471,170 36,105 SH   SOLE   36,105 0 0
KORN FERRY COM NEW 500643200   650,773 10,965 SH   SOLE   10,965 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   398,315 13,840 SH   SOLE   13,840 0 0
LOUISIANA PAC CORP COM 546347105   252,934 3,571 SH   SOLE   3,571 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   4,061,938 86,461 SH   SOLE   86,461 0 0
MALIBU BOATS INC COM CL A 56117J100   247,677 4,518 SH   SOLE   4,518 0 0
MANPOWERGROUP INC WIS COM 56418H100   500,264 6,295 SH   SOLE   6,295 0 0
MEDIFAST INC COM 58470H101   207,508 3,087 SH   SOLE   3,087 0 0
MODERNA INC COM 60770K107   260,857 2,623 SH   SOLE   2,623 0 0
MUELLER INDS INC COM 624756102   616,439 13,074 SH   SOLE   13,074 0 0
OLAPLEX HLDGS INC COM 679369108   513,616 202,211 SH   SOLE   202,211 0 0
OMNICOM GROUP INC COM 681919106   583,943 6,750 SH   SOLE   6,750 0 0
ORGANON & CO COMMON STOCK 68622V106   429,327 29,773 SH   SOLE   29,773 0 0
PEABODY ENERGY CORP COM 704551100   460,694 18,943 SH   SOLE   18,943 0 0
PEDIATRIX MEDICAL GROUP INC COM 58502B106   279,270 30,029 SH   SOLE   30,029 0 0
PFIZER INC COM 717081103   238,899 8,298 SH   SOLE   8,298 0 0
PREMIER INC CL A 74051N102   412,855 18,464 SH   SOLE   18,464 0 0
ROBERT HALF INC. COM 770323103   323,106 3,675 SH   SOLE   3,675 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   351,956 64,343 SH   SOLE   64,343 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   14,332 193 SH   SOLE   193 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   4,202,016 40,404 SH   SOLE   40,404 0 0
TAPESTRY INC COM 876030107   411,462 11,178 SH   SOLE   11,178 0 0
TEGNA INC COM 87901J105   175,476 11,469 SH   SOLE   11,469 0 0
TRINET GROUP INC COM 896288107   81,824 688 SH   SOLE   688 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   572,813 2,605 SH   SOLE   2,605 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   447,045 34,601 SH   SOLE   34,601 0 0
VECTOR GROUP LTD COM 92240M108   473,986 42,020 SH   SOLE   42,020 0 0
WARRIOR MET COAL INC COM 93627C101   264,183 4,333 SH   SOLE   4,333 0 0
WILLIAMS SONOMA INC COM 969904101   864,224 4,283 SH   SOLE   4,283 0 0
WINNEBAGO INDS INC COM 974637100   21,427 294 SH   SOLE   294 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   21,274,285 518,885 SH   SOLE   518,885 0 0
ZIPRECRUITER INC CL A 98980B103   408,660 29,400 SH   SOLE   29,400 0 0