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
AerCap Holdings NV Common Stock N00985106   1,012 18,000 SH   SOLE   0 0 18,000
AES Corp/The Common Stock 00130H105   1,218 50,600 SH   SOLE   0 0 50,600
Alaska Air Group Inc Common Stock 011659109   1,032 24,600 SH   SOLE   0 0 24,600
Albertsons Cos Inc Common Stock 013091103   1,178 56,700 SH   SOLE   0 0 56,700
Alcoa Corp Common Stock 013872106   987 23,200 SH   SOLE   0 0 23,200
Ally Financial Inc Common Stock 02005N100   976 38,300 SH   SOLE   0 0 38,300
American Equity Investment Lif Common Stock 025676206   1,112 30,500 SH   SOLE   0 0 30,500
American International Group I Common Stock 026874784   956 19,000 SH   SOLE   0 0 19,000
Antero Resources Corp Common Stock 03674X106   1,080 46,800 SH   SOLE   0 0 46,800
Archer-Daniels-Midland Co Common Stock 039483102   1,242 15,600 SH   SOLE   0 0 15,600
Boston Beer Co Inc/The Common Stock 100557107   1,183 3,600 SH   SOLE   0 0 3,600
Builders FirstSource Inc Common Stock 12008R107   1,198 13,500 SH   SOLE   0 0 13,500
Callon Petroleum Co Common Stock 13123X508   1,183 35,400 SH   SOLE   0 0 35,400
Celsius Holdings Inc Common Stock 15118V207   1,263 13,600 SH   SOLE   0 0 13,600
Chart Industries Inc Common Stock 16115Q308   1,141 9,100 SH   SOLE   0 0 9,100
Cleveland-Cliffs Inc Common Stock 185899101   1,180 64,400 SH   SOLE   0 0 64,400
CVS Health Corp Common Stock 126650100   1,062 14,300 SH   SOLE   0 0 14,300
Darling Ingredients Inc Common Stock 237266101   969 16,600 SH   SOLE   0 0 16,600
DISH Network Corp Common Stock 25470M109   1,094 117,300 SH   SOLE   0 0 117,300
DXC Technology Co Common Stock 23355L106   1,183 46,300 SH   SOLE   0 0 46,300
Etsy Inc Common Stock 29786A106   1,146 10,300 SH   SOLE   0 0 10,300
First Trust Water ETF ETP 33733B100   12,034 143,900 SH   SOLE   0 0 143,900
Ford Motor Co Common Stock 345370860   1,270 100,800 SH   SOLE   0 0 100,800
General Motors Co Common Stock 37045V100   1,144 31,200 SH   SOLE   0 0 31,200
Ginkgo Bioworks Holdings Inc Common Stock 37611X100   973 732,300 SH   SOLE   0 0 732,300
GXO Logistics Inc Common Stock 36262G101   1,296 25,700 SH   SOLE   0 0 25,700
Invesco S&P Global Water Index ETP 46138E263   10,759 215,800 SH   SOLE   0 0 215,800
Invesco Water Resources ETF ETP 46137V142   11,822 221,600 SH   SOLE   0 0 221,600
iShares MSCI Australia ETF ETP 464286103   14,828 646,400 SH   SOLE   0 0 646,400
iShares MSCI Eurozone ETF ETP 464286608   14,817 328,700 SH   SOLE   0 0 328,700
iShares MSCI South Africa ETF ETP 464286780   7,764 183,900 SH   SOLE   0 0 183,900
iShares MSCI South Korea ETF ETP 464286772   8,068 131,800 SH   SOLE   0 0 131,800
iShares MSCI United Kingdom ET ETP 46435G334   14,649 454,100 SH   SOLE   0 0 454,100
iShares S&P 100 ETF ETP 464287101   9,090 48,600 SH   SOLE   0 0 48,600
iShares S&P 500 Value ETF ETP 464287408   8,741 57,600 SH   SOLE   0 0 57,600
Knight-Swift Transportation Ho Common Stock 499049104   1,199 21,200 SH   SOLE   0 0 21,200
Lumen Technologies Inc Common Stock 550241103   851 321,300 SH   SOLE   0 0 321,300
Macy's Inc Common Stock 55616P104   981 56,100 SH   SOLE   0 0 56,100
Madrigal Pharmaceuticals Inc Common Stock 558868105   1,041 4,300 SH   SOLE   0 0 4,300
MKS Instruments Inc Common Stock 55306N104   1,169 13,200 SH   SOLE   0 0 13,200
Mosaic Co/The Common Stock 61945C103   1,147 25,000 SH   SOLE   0 0 25,000
Novocure Ltd Common Stock G6674U108   799 13,300 SH   SOLE   0 0 13,300
NRG Energy Inc Common Stock 629377508   1,296 37,800 SH   SOLE   0 0 37,800
OneMain Holdings Inc Common Stock 68268W103   1,071 28,900 SH   SOLE   0 0 28,900
Owens Corning Common Stock 690742101   1,130 11,800 SH   SOLE   0 0 11,800
PBF Energy Inc Common Stock 69318G106   1,149 26,500 SH   SOLE   0 0 26,500
Principal Financial Group Inc Common Stock 74251V102   1,040 14,000 SH   SOLE   0 0 14,000
PVH Corp Common Stock 693656100   1,373 15,400 SH   SOLE   0 0 15,400
R1 RCM Inc Common Stock 77634L105   1,185 79,000 SH   SOLE   0 0 79,000
Rivian Automotive Inc Common Stock 76954A103   1,032 66,700 SH   SOLE   0 0 66,700
Ryder System Inc Common Stock 783549108   1,106 12,400 SH   SOLE   0 0 12,400
Schwab U.S. Large-Cap Value ET ETP 808524409   8,623 131,500 SH   SOLE   0 0 131,500
Stellantis NV Common Stock N82405106   1,118 61,500 SH   SOLE   0 0 61,500
Sunrun Inc Common Stock 86771W105   1,031 51,200 SH   SOLE   0 0 51,200
Synchrony Financial Common Stock 87165B103   927 31,900 SH   SOLE   0 0 31,900
Syneos Health Inc Common Stock 87166B102   1,228 34,500 SH   SOLE   0 0 34,500
Taylor Morrison Home Corp Common Stock 87724P106   1,308 34,200 SH   SOLE   0 0 34,200
Teladoc Health Inc Common Stock 87918A105   1,126 43,500 SH   SOLE   0 0 43,500
Transocean Ltd Common Stock H8817H100   1,168 183,700 SH   SOLE   0 0 183,700
Twilio Inc Common Stock 90138F102   1,152 17,300 SH   SOLE   0 0 17,300
United Airlines Holdings Inc Common Stock 910047109   1,141 25,800 SH   SOLE   0 0 25,800
United States Steel Corp Common Stock 912909108   1,090 41,800 SH   SOLE   0 0 41,800
Unity Software Inc Common Stock 91332U101   1,362 42,000 SH   SOLE   0 0 42,000
VanEck Russia ETF ETP 92189F403   0 230,500 SH   SOLE   0 0 230,500
Vanguard FTSE Emerging Markets ETP 922042858   10,520 260,400 SH   SOLE   0 0 260,400
Vanguard Health Care ETF ETP 92204A504   8,823 37,000 SH   SOLE   0 0 37,000
Vanguard Industrials ETF ETP 92204A603   8,477 44,500 SH   SOLE   0 0 44,500
Vanguard Utilities ETF ETP 92204A876   8,954 60,700 SH   SOLE   0 0 60,700
Western Digital Corp Common Stock 958102105   1,103 29,300 SH   SOLE   0 0 29,300
Westrock Co Common Stock 96145D105   1,179 38,700 SH   SOLE   0 0 38,700