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
3D Systems Corp Common Stock 88554D205 1,072 49,800 SH   SOLE   0 0 49,800
AerCap Holdings NV Common Stock N00985106 1,399 21,400 SH   SOLE   0 0 21,400
Alliance Data Systems Corp Common Stock 018581108 1,224 18,400 SH   SOLE   0 0 18,400
Ally Financial Inc Common Stock 02005N100 1,352 28,400 SH   SOLE   0 0 28,400
Antero Resources Corp Common Stock 03674X106 1,225 70,000 SH   SOLE   0 0 70,000
Arvinas Inc Common Stock 04335A105 1,338 16,300 SH   SOLE   0 0 16,300
Asbury Automotive Group Inc Common Stock 043436104 1,278 7,400 SH   SOLE   0 0 7,400
Athene Holding Ltd Common Stock G0684D107 1,316 15,800 SH   SOLE   0 0 15,800
Beam Therapeutics Inc Common Stock 07373V105 1,219 15,300 SH   SOLE   0 0 15,300
Capital One Financial Corp Common Stock 14040H105 1,262 8,700 SH   SOLE   0 0 8,700
Citigroup Inc Common Stock 172967424 1,207 20,000 SH   SOLE   0 0 20,000
Cleveland-Cliffs Inc Common Stock 185899101 1,360 62,500 SH   SOLE   0 0 62,500
Coty Inc Common Stock 222070203 1,272 121,200 SH   SOLE   0 0 121,200
Credicorp Ltd Common Stock G2519Y108 1,306 10,700 SH   SOLE   0 0 10,700
Dick's Sporting Goods Inc Common Stock 253393102 1,368 11,900 SH   SOLE   0 0 11,900
Discover Financial Services Common Stock 254709108 1,398 12,100 SH   SOLE   0 0 12,100
DISH Network Corp Common Stock 25470M109 1,261 38,900 SH   SOLE   0 0 38,900
Elanco Animal Health Inc Common Stock 28414H103 1,251 44,100 SH   SOLE   0 0 44,100
Fidelity National Information Common Stock 31620M106 1,364 12,500 SH   SOLE   0 0 12,500
First Trust Water ETF ETP 33733B100 13,641 143,900 SH   SOLE   0 0 143,900
Foot Locker Inc Common Stock 344849104 1,204 27,600 SH   SOLE   0 0 27,600
Global Payments Inc Common Stock 37940X102 1,324 9,800 SH   SOLE   0 0 9,800
Group 1 Automotive Inc Common Stock 398905109 1,171 6,000 SH   SOLE   0 0 6,000
Intel Corp Common Stock 458140100 1,256 24,400 SH   SOLE   0 0 24,400
Invesco Ltd Common Stock G491BT108 1,314 57,100 SH   SOLE   0 0 57,100
Invesco S&P Global Water Index ETP 46138E263 13,083 215,800 SH   SOLE   0 0 215,800
Invesco Water Resources ETF ETP 46137V142 13,482 221,600 SH   SOLE   0 0 221,600
iShares Core S&P Small-Cap ETF ETP 464287804 8,794 76,800 SH   SOLE   0 0 76,800
iShares MSCI Canada ETF ETP 464286509 18,277 475,600 SH   SOLE   0 0 475,600
iShares MSCI South Africa ETF ETP 464286780 7,604 163,900 SH   SOLE   0 0 163,900
iShares MSCI United Kingdom ET ETP 46435G334 18,236 550,300 SH   SOLE   0 0 550,300
iShares S&P 500 Growth ETF ETP 464287309 8,768 104,800 SH   SOLE   0 0 104,800
iShares S&P Small-Cap 600 Grow ETP 464287887 8,869 63,900 SH   SOLE   0 0 63,900
JetBlue Airways Corp Common Stock 477143101 1,337 93,900 SH   SOLE   0 0 93,900
Kohl's Corp Common Stock 500255104 1,150 23,300 SH   SOLE   0 0 23,300
Kraft Heinz Co/The Common Stock 500754106 1,231 34,300 SH   SOLE   0 0 34,300
Lithia Motors Inc Common Stock 536797103 1,336 4,500 SH   SOLE   0 0 4,500
ManpowerGroup Inc Common Stock 56418H100 1,275 13,100 SH   SOLE   0 0 13,100
Mohawk Industries Inc Common Stock 608190104 1,384 7,600 SH   SOLE   0 0 7,600
Molson Coors Beverage Co Common Stock 60871R209 1,325 28,600 SH   SOLE   0 0 28,600
Mosaic Co/The Common Stock 61945C103 1,434 36,500 SH   SOLE   0 0 36,500
OneMain Holdings Inc Common Stock 68268W103 1,115 22,300 SH   SOLE   0 0 22,300
Oshkosh Corp Common Stock 688239201 1,318 11,700 SH   SOLE   0 0 11,700
Owens Corning Common Stock 690742101 1,276 14,100 SH   SOLE   0 0 14,100
Pagseguro Digital Ltd Common Stock G68707101 1,085 41,400 SH   SOLE   0 0 41,400
PG&E Corp Common Stock 69331C108 1,193 98,300 SH   SOLE   0 0 98,300
QuantumScape Corp Common Stock 74767V109 1,164 52,500 SH   SOLE   0 0 52,500
Rocket Cos Inc Common Stock 77311W101 1,145 81,800 SH   SOLE   0 0 81,800
Ryder System Inc Common Stock 783549108 1,318 16,000 SH   SOLE   0 0 16,000
SM Energy Co Common Stock 78454L100 1,164 39,500 SH   SOLE   0 0 39,500
SPDR S&P 500 ETF Trust ETP 78462F103 18,190 38,300 SH   SOLE   0 0 38,300
StoneCo Ltd Common Stock G85158106 1,316 78,100 SH   SOLE   0 0 78,100
Sunrun Inc Common Stock 86771W105 1,299 37,900 SH   SOLE   0 0 37,900
TD SYNNEX Corp Common Stock 87162W100 1,292 11,300 SH   SOLE   0 0 11,300
TechnipFMC PLC Common Stock G87110105 1,185 200,200 SH   SOLE   0 0 200,200
Tilray Inc Common Stock 88688T100 813 115,700 SH   SOLE   0 0 115,700
Tronox Holdings PLC Common Stock G9087Q102 1,338 55,700 SH   SOLE   0 0 55,700
United States Steel Corp Common Stock 912909108 1,285 54,000 SH   SOLE   0 0 54,000
Unum Group Common Stock 91529Y106 1,250 50,900 SH   SOLE   0 0 50,900
US Foods Holding Corp Common Stock 912008109 1,372 39,400 SH   SOLE   0 0 39,400
VanEck Russia ETF ETP 92189F403 7,875 295,400 SH   SOLE   0 0 295,400
Vanguard Financials ETF ETP 92204A405 8,623 89,300 SH   SOLE   0 0 89,300
Vanguard Real Estate ETF ETP 922908553 9,234 79,600 SH   SOLE   0 0 79,600
Vanguard Utilities ETF ETP 92204A876 9,102 58,200 SH   SOLE   0 0 58,200
Viatris Inc Common Stock 92556V106 1,293 95,600 SH   SOLE   0 0 95,600
Vistra Corp Common Stock 92840M102 1,238 54,400 SH   SOLE   0 0 54,400
Western Digital Corp Common Stock 958102105 1,454 22,300 SH   SOLE   0 0 22,300
Westrock Co Common Stock 96145D105 1,144 25,800 SH   SOLE   0 0 25,800