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
ADOBE SYSTEMS INCORPORATED COM 00724F101 11,991 32,758 SH   DFND 1 32,758 0 0
ALCOA CORP COM 013872106 4,696 103,028 SH   DFND 1 103,028 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4,984 43,841 SH   DFND 1 43,841 0 0
ALPHABET INC CAP STK CL A 02079K305 56,327 25,847 SH   DFND 1 25,847 0 0
ALTICE USA INC CL A 02156K103 1,526 165,014 SH   DFND 1 165,014 0 0
AMAZON COM INC COM 023135106 42,297 398,238 SH   DFND 1 398,238 0 0
AMBEV SA SPONSORED ADR 02319V103 17,755 7,073,839 SH   DFND 1 7,073,839 0 0
ANALOG DEVICES INC COM 032654105 798 5,465 SH   DFND 1 5,465 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 103,342 6,987,276 SH   DFND 1 6,987,276 0 0
APPLIED MATLS INC COM 038222105 6,153 67,632 SH   DFND 1 67,632 0 0
BARRICK GOLD CORP COM 067901108 1,804 101,962 SH   DFND 1 101,962 0 0
BATH & BODY WORKS INC COM 070830104 674 25,051 SH   DFND 1 25,051 0 0
BAXTER INTL INC COM 071813109 6,672 103,882 SH   DFND 1 103,882 0 0
BECTON DICKINSON & CO COM 075887109 222 901 SH   DFND 1 901 0 0
CANADIAN NATL RY CO COM 136375102 37,664 334,884 SH   DFND 1 334,884 0 0
CANADIAN PAC RY LTD COM 13645T100 55,614 796,302 SH   DFND 1 796,302 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 35,721 871,023 SH   DFND 1 871,023 0 0
CENTENE CORP DEL COM 15135B101 5,523 65,273 SH   DFND 1 65,273 0 0
CHANGE HEALTHCARE INC COM 15912K100 7,087 307,324 SH   DFND 1 307,324 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 60,227 128,545 SH   DFND 1 128,545 0 0
COMCAST CORP NEW CL A 20030N101 14,357 365,874 SH   DFND 1 365,874 0 0
COUPA SOFTWARE INC COM 22266L106 3,812 66,767 SH   DFND 1 66,767 0 0
COUPANG INC CL A 22266T109 71,314 5,593,272 SH   DFND 1 5,593,272 0 0
CSX CORP COM 126408103 19,060 655,886 SH   DFND 1 655,886 0 0
D R HORTON INC COM 23331A109 292 4,419 SH   DFND 1 4,419 0 0
DISNEY WALT CO COM 254687106 635 6,729 SH   DFND 1 6,729 0 0
DLOCAL LTD CLASS A COM G29018101 42,933 1,635,540 SH   DFND 1 1,635,540 0 0
DOORDASH INC CL A 25809K105 563 8,775 SH   DFND 1 8,775 0 0
ELEVANCE HEALTH INC COM 036752103 9,292 19,255 SH   DFND 1 19,255 0 0
EQUIFAX INC COM 294429105 2,534 13,866 SH   DFND 1 13,866 0 0
FARFETCH LTD ORD SH CL A 30744W107 11,438 1,597,452 SH   DFND 1 1,597,452 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,991 65,352 SH   DFND 1 65,352 0 0
FISERV INC COM 337738108 20,225 227,326 SH   DFND 1 227,326 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 298 4,415 SH   DFND 1 4,415 0 0
GLOBAL PMTS INC COM 37940X102 10,478 94,703 SH   DFND 1 94,703 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 64,417 1,172,070 SH   DFND 1 1,172,070 0 0
ICICI BANK LIMITED ADR 45104G104 22,305 1,257,322 SH   DFND 1 1,257,322 0 0
INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 20,069 364,820 SH   DFND 1 364,820 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,223 13,005 SH   DFND 1 13,005 0 0
IQVIA HLDGS INC COM 46266C105 447 2,062 SH   DFND 1 2,062 0 0
ISHARES GOLD TR ISHARES NEW 464285204 1,043 30,405 SH   DFND 1 30,405 0 0
JD.COM INC SPON ADR CL A 47215P106 76,312 1,188,289 SH   DFND 1 1,188,289 0 0
KINDER MORGAN INC DEL COM 49456B101 4,065 242,544 SH   DFND 1 242,544 0 0
LAM RESEARCH CORP COM 512807108 14,540 34,119 SH   DFND 1 34,119 0 0
LENNAR CORP CL A 526057104 283 4,014 SH   DFND 1 4,014 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 8,769 138,153 SH   DFND 1 138,153 0 0
LINDE PLC SHS G5494J103 881 3,064 SH   DFND 1 3,064 0 0
LOWES COS INC COM 548661107 13,785 78,920 SH   DFND 1 78,920 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 22,877 890,830 SH   DFND 1 890,830 0 0
MASTERCARD INCORPORATED CL A 57636Q104 865 2,741 SH   DFND 1 2,741 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 21,886 3,806,220 SH   DFND 1 3,806,220 0 0
MERCADOLIBRE INC COM 58733R102 91,470 143,624 SH   DFND 1 143,624 0 0
META PLATFORMS INC CL A 30303M102 22,656 140,502 SH   DFND 1 140,502 0 0
MICRON TECHNOLOGY INC COM 595112103 360 6,508 SH   DFND 1 6,508 0 0
MICROSOFT CORP COM 594918104 29,436 114,612 SH   DFND 1 114,612 0 0
MOODYS CORP COM 615369105 6,711 24,677 SH   DFND 1 24,677 0 0
MOSAIC CO NEW COM 61945C103 9,784 207,166 SH   DFND 1 207,166 0 0
NETEASE INC SPONSORED ADS 64110W102 5,056 54,158 SH   DFND 1 54,158 0 0
NETFLIX INC COM 64110L106 14,358 82,109 SH   DFND 1 82,109 0 0
NOV INC COM 62955J103 1,188 70,268 SH   DFND 1 70,268 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 17,320 4,630,916 SH   DFND 1 4,630,916 0 0
NVIDIA CORPORATION COM 67066G104 24,041 158,593 SH   DFND 1 158,593 0 0
OVINTIV INC COM 69047Q102 13,409 303,451 SH   DFND 1 303,451 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 0 25,459 SH   DFND 1 25,459 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101 24,901 2,431,733 SH   DFND 1 2,431,733 0 0
PAYPAL HLDGS INC COM 70450Y103 213 3,050 SH   DFND 1 3,050 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 91,068 7,796,879 SH   DFND 1 7,796,879 0 0
PHILIP MORRIS INTL INC COM 718172109 6,015 60,917 SH   DFND 1 60,917 0 0
PINDUODUO INC SPONSORED ADS 722304102 16,133 261,054 SH   DFND 1 261,054 0 0
RANGE RES CORP COM 75281A109 8,838 357,095 SH   DFND 1 357,095 0 0
RESTAURANT BRANDS INTL INC COM 76131D103 215 4,295 SH   DFND 1 4,295 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 15,318 227,779 SH   DFND 1 227,779 0 0
S&P GLOBAL INC COM 78409V104 12,672 37,597 SH   DFND 1 37,597 0 0
SALESFORCE COM INC COM 79466L302 13,021 78,893 SH   DFND 1 78,893 0 0
SCHWAB CHARLES CORP COM 808513105 33,057 523,220 SH   DFND 1 523,220 0 0
SEA LTD SPONSORD ADS 81141R100 48,674 727,995 SH   DFND 1 727,995 0 0
SENDAS DISTRIBUIDORA S A SPON ADS 81689T104 80,483 5,922,245 SH   DFND 1 5,922,245 0 0
SIMON PPTY GROUP INC NEW COM 828806109 347 3,652 SH   DFND 1 3,652 0 0
SKECHERS U S A INC CL A 830566105 2,544 71,512 SH   DFND 1 71,512 0 0
SNAP INC CL A 83304A106 1,178 89,697 SH   DFND 1 89,697 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 12,308 131,173 SH   DFND 1 131,173 0 0
STONECO LTD COM CL A G85158106 4,810 624,622 SH   DFND 1 624,622 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,518 153,125 SH   DFND 1 153,125 0 0
TAPESTRY INC COM 876030107 5,778 189,334 SH   DFND 1 189,334 0 0
TECK RESOURCES LTD CL B 878742204 18,293 598,403 SH   DFND 1 598,403 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 31,024 6,180,055 SH   DFND 1 6,180,055 0 0
TEXAS INSTRS INC COM 882508104 626 4,077 SH   DFND 1 4,077 0 0
T-MOBILE US INC COM 872590104 8,171 60,733 SH   DFND 1 60,733 0 0
TRIP COM GROUP LTD ADS 89677Q107 703 25,604 SH   DFND 1 25,604 0 0
UBER TECHNOLOGIES INC COM 90353T100 18,760 916,912 SH   DFND 1 916,912 0 0
UNION PAC CORP COM 907818108 1,093 5,123 SH   DFND 1 5,123 0 0
UNITEDHEALTH GROUP INC COM 91324P102 2,366 4,607 SH   DFND 1 4,607 0 0
UNITY SOFTWARE INC COM 91332U101 294 7,979 SH   DFND 1 7,979 0 0
VALARIS LIMITED CL A G9460G101 9,552 226,129 SH   DFND 1 226,129 0 0
VISA INC COM CL A 92826C839 55,361 281,179 SH   DFND 1 281,179 0 0
WESTERN DIGITAL CORP. COM 958102105 353 7,871 SH   DFND 1 7,871 0 0
WORLD QUANTUM GROWTH ACQUISI UNIT 99/99/9999 G5596W119 15,741 1,581,971 SH   DFND 1 1,581,971 0 0
XP INC CL A G98239109 47,107 2,622,891 SH   DFND 1 2,622,891 0 0
YANDEX N V SHS CLASS A N97284108 0 1,510,084 SH   DFND 1 1,510,084 0 0
YOUDAO INC SPONSORED ADS 98741T104 12,447 2,529,815 SH   DFND 1 2,529,815 0 0
ZILLOW GROUP INC CL A 98954M101 5,048 158,702 SH   DFND 1 158,702 0 0