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
AerCap Holdings NV Common Stock N00985106 990 19,700 SH   SOLE   0 0 19,700
Ally Financial Inc Common Stock 02005N100 865 19,900 SH   SOLE   0 0 19,900
Alphabet Inc Common Stock 02079K305 862 310 SH   SOLE   0 0 310
Beam Therapeutics Inc Common Stock 07373V105 922 16,100 SH   SOLE   0 0 16,100
Callon Petroleum Co Common Stock 13123X508 909 15,400 SH   SOLE   0 0 15,400
Capital One Financial Corp Common Stock 14040H105 919 7,000 SH   SOLE   0 0 7,000
Citigroup Inc Common Stock 172967424 715 13,400 SH   SOLE   0 0 13,400
Clarivate PLC Common Stock G21810109 900 53,700 SH   SOLE   0 0 53,700
Coty Inc Common Stock 222070203 904 100,600 SH   SOLE   0 0 100,600
Credicorp Ltd Common Stock G2519Y108 962 5,600 SH   SOLE   0 0 5,600
CRISPR Therapeutics AG Common Stock H17182108 828 13,200 SH   SOLE   0 0 13,200
Discover Financial Services Common Stock 254709108 969 8,800 SH   SOLE   0 0 8,800
DISH Network Corp Common Stock 25470M109 927 29,300 SH   SOLE   0 0 29,300
Fidelity National Information Common Stock 31620M106 933 9,300 SH   SOLE   0 0 9,300
First Trust Water ETF ETP 33733B100 12,129 143,900 SH   SOLE   0 0 143,900
Ford Motor Co Common Stock 345370860 889 52,600 SH   SOLE   0 0 52,600
General Motors Co Common Stock 37045V100 962 22,000 SH   SOLE   0 0 22,000
Global Payments Inc Common Stock 37940X102 821 6,000 SH   SOLE   0 0 6,000
Goldman Sachs Group Inc/The Common Stock 38141G104 891 2,700 SH   SOLE   0 0 2,700
GoodRx Holdings Inc Common Stock 38246G108 1,096 56,700 SH   SOLE   0 0 56,700
Goodyear Tire & Rubber Co/The Common Stock 382550101 850 59,500 SH   SOLE   0 0 59,500
Herc Holdings Inc Common Stock 42704L104 1,019 6,100 SH   SOLE   0 0 6,100
Invesco Ltd Common Stock G491BT108 970 42,100 SH   SOLE   0 0 42,100
Invesco S&P Global Water Index ETP 46138E263 11,311 215,800 SH   SOLE   0 0 215,800
Invesco Water Resources ETF ETP 46137V142 11,749 221,600 SH   SOLE   0 0 221,600
ironSource Ltd Common Stock M5R75Y101 912 190,000 SH   SOLE   0 0 190,000
iShares Core S&P Small-Cap ETF ETP 464287804 4,617 42,800 SH   SOLE   0 0 42,800
iShares MSCI Eurozone ETF ETP 464286608 7,779 179,800 SH   SOLE   0 0 179,800
iShares MSCI Japan ETF ETP 46434G822 7,842 127,300 SH   SOLE   0 0 127,300
iShares MSCI South Africa ETF ETP 464286780 4,225 76,100 SH   SOLE   0 0 76,100
iShares MSCI South Korea ETF ETP 464286772 4,252 59,700 SH   SOLE   0 0 59,700
iShares MSCI United Kingdom ET ETP 46435G334 7,908 235,100 SH   SOLE   0 0 235,100
iShares S&P 500 Value ETF ETP 464287408 4,687 30,100 SH   SOLE   0 0 30,100
iShares S&P Small-Cap 600 Valu ETP 464287879 4,628 45,200 SH   SOLE   0 0 45,200
JetBlue Airways Corp Common Stock 477143101 995 66,600 SH   SOLE   0 0 66,600
Knight-Swift Transportation Ho Common Stock 499049104 948 18,800 SH   SOLE   0 0 18,800
Lennar Corp Common Stock 526057104 957 11,800 SH   SOLE   0 0 11,800
Macy's Inc Common Stock 55616P104 928 38,100 SH   SOLE   0 0 38,100
Micron Technology Inc Common Stock 595112103 864 11,100 SH   SOLE   0 0 11,100
Moderna Inc Common Stock 60770K107 878 5,100 SH   SOLE   0 0 5,100
Mohawk Industries Inc Common Stock 608190104 943 7,600 SH   SOLE   0 0 7,600
Mr Cooper Group Inc Common Stock 62482R107 959 21,000 SH   SOLE   0 0 21,000
NRG Energy Inc Common Stock 629377508 893 23,300 SH   SOLE   0 0 23,300
Olin Corp Common Stock 680665205 899 17,200 SH   SOLE   0 0 17,200
Pagseguro Digital Ltd Common Stock G68707101 946 47,200 SH   SOLE   0 0 47,200
Perrigo Co PLC Common Stock G97822103 887 23,100 SH   SOLE   0 0 23,100
PG&E Corp Common Stock 69331C108 897 75,200 SH   SOLE   0 0 75,200
PPL Corp Common Stock 69351T106 968 33,900 SH   SOLE   0 0 33,900
PVH Corp Common Stock 693656100 988 12,900 SH   SOLE   0 0 12,900
Rocket Cos Inc Common Stock 77311W101 991 89,200 SH   SOLE   0 0 89,200
Rocket Lab USA Inc Common Stock 773122106 927 115,200 SH   SOLE   0 0 115,200
Ryder System Inc Common Stock 783549108 856 10,800 SH   SOLE   0 0 10,800
Signature Bank/New York NY Common Stock 82669G104 939 3,200 SH   SOLE   0 0 3,200
Silvergate Capital Corp Common Stock 82837P408 948 6,300 SH   SOLE   0 0 6,300
SM Energy Co Common Stock 78454L100 934 24,000 SH   SOLE   0 0 24,000
Stellantis NV Common Stock N82405106 994 61,100 SH   SOLE   0 0 61,100
StoneCo Ltd Common Stock G85158106 914 78,200 SH   SOLE   0 0 78,200
Synchrony Financial Common Stock 87165B103 831 23,900 SH   SOLE   0 0 23,900
Toll Brothers Inc Common Stock 889478103 945 20,100 SH   SOLE   0 0 20,100
Tyson Foods Inc Common Stock 902494103 1,012 11,300 SH   SOLE   0 0 11,300
United States Steel Corp Common Stock 912909108 898 23,800 SH   SOLE   0 0 23,800
United Therapeutics Corp Common Stock 91307C102 897 5,000 SH   SOLE   0 0 5,000
VanEck Russia ETF ETP 92189F403 78 230,500 SH   SOLE   0 0 230,500
Vanguard FTSE Emerging Markets ETP 922042858 5,604 121,500 SH   SOLE   0 0 121,500
Vanguard Health Care ETF ETP 92204A504 4,706 18,500 SH   SOLE   0 0 18,500
Vanguard Real Estate ETF ETP 922908553 4,692 43,300 SH   SOLE   0 0 43,300
Vanguard Utilities ETF ETP 92204A876 4,789 29,600 SH   SOLE   0 0 29,600
Viatris Inc Common Stock 92556V106 885 81,400 SH   SOLE   0 0 81,400
Western Digital Corp Common Stock 958102105 968 19,500 SH   SOLE   0 0 19,500
Westrock Co Common Stock 96145D105 855 18,200 SH   SOLE   0 0 18,200
XP Inc Common Stock G98239109 999 33,200 SH   SOLE   0 0 33,200
ZIM Integrated Shipping Servic Common Stock M9T951109 996 13,700 SH   SOLE   0 0 13,700