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
ADECOAGRO S A COM L00849106 BBG001V05PW6 596,634 53,775 SH   SOLE   53,775 0 0
AERCAP HOLDINGS NV SHS N00985106 BBG001SNX4Y4 1,484,365 19,978 SH   SOLE   19,978 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 BBG0068Q7725 709,780 33,013 SH   SOLE   33,013 0 0
CNH INDL N V SHS N20944109 BBG0059JSF67 46,307,132 3,776,129 SH   SOLE   3,776,129 0 0
CORPORACION AMER ARPTS S A COM L1995B107 BBG00JFCJ8Z9 769,678 47,955 SH   SOLE   47,955 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 13,969,321 57,970 SH   SOLE   57,970 0 0
ELASTIC N V ORD SHS N14506104 BBG00LWZDZ26 11,553,193 102,531 SH   SOLE   102,531 0 0
ERMENEGILDO ZEGNA N V ORD SHS N30577105 BBG001TD5LN0 446,359 38,579 SH   SOLE   38,579 0 0
FERRARI N V COM N3167Y103 BBG009PH3Q95 25,496,671 75,481 SH   SOLE   75,481 0 0
FIVERR INTL LTD ORD SHS M4R82T106 BBG002YSC5N6 507,875 18,665 SH   SOLE   18,665 0 0
FRONTLINE PLC COM M46528101 BBG001S66K75 1,144,044 30,451 SH   SOLE   30,451 0 0
GATES INDL CORP PLC ORD SHS G39108108 BBG00JM9V7T3 776,818 57,842 SH   SOLE   57,842 0 0
ICL GROUP LTD SHS M53213100 BBG001S7TFD2 92,680 18,499 SH   SOLE   18,499 0 0
INFORMATION SVCS GROUP INC COM 45675Y104 BBG001SRNBD3 65,612 13,960 SH   SOLE   13,960 0 0
ITURAN LOCATION AND CONTROL SHS M6158M104 BBG001S8KHC6 1,124,603 41,285 SH   SOLE   41,285 0 0
LILIUM N V CLASS A ORD SHS N52586109 BBG0120Q09Z8 279,870 238,187 SH   SOLE   238,187 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 BBG001T8LMY9 691,086 7,270 SH   SOLE   7,270 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 BBG001T4NKS7 2,113,274 44,992 SH   SOLE   44,992 0 0
MAXEON SOLAR TECHNOLOGIES LT SHS Y58473102 BBG00QTW1ZP4 753,101 105,035 SH   SOLE   105,035 0 0
MONDAY COM LTD SHS M7S64H106 BBG00GF8K4X3 16,980,653 90,414 SH   SOLE   90,414 0 0
NOVA LTD COM M7516K103 BBG001SD4C89 6,122,636 44,624 SH   SOLE   44,624 0 0
PERRIGO CO PLC SHS G97822103 BBG001S704D8 313,209 9,730 SH   SOLE   9,730 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 34,883,282 185,658 SH   SOLE   185,658 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 BBG001S5WDM7 25,560,868 510,834 SH   SOLE   510,834 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 BBG001SHY2Q9 10,128,649 41,991 SH   SOLE   41,991 0 0
WIX COM LTD SHS M98068105 BBG004336Q89 1,679,273 13,636 SH   SOLE   13,636 0 0