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
Advanced Drainage Systems Inc Common Stock 00790R104   1,058 9,300 SH   SOLE   0 0 9,300
Advanced Micro Devices Inc Common Stock 007903107   1,047 9,200 SH   SOLE   0 0 9,200
AerCap Holdings NV Common Stock N00985106   1,143 18,000 SH   SOLE   0 0 18,000
AES Corp/The Common Stock 00130H105   1,104 53,300 SH   SOLE   0 0 53,300
AGCO Corp Common Stock 001084102   1,117 8,500 SH   SOLE   0 0 8,500
Ally Financial Inc Common Stock 02005N100   1,034 38,300 SH   SOLE   0 0 38,300
AppLovin Corp Common Stock 03831W108   1,219 47,400 SH   SOLE   0 0 47,400
Aspen Technology Inc Common Stock 29109X106   1,089 6,500 SH   SOLE   0 0 6,500
Builders FirstSource Inc Common Stock 12008R107   1,156 8,500 SH   SOLE   0 0 8,500
Bunge Ltd Common Stock G16962105   1,037 11,000 SH   SOLE   0 0 11,000
CarMax Inc Common Stock 143130102   1,071 12,800 SH   SOLE   0 0 12,800
Celsius Holdings Inc Common Stock 15118V207   1,074 7,200 SH   SOLE   0 0 7,200
Centene Corp Common Stock 15135B101   1,011 15,000 SH   SOLE   0 0 15,000
CH Robinson Worldwide Inc Common Stock 12541W209   1,075 11,400 SH   SOLE   0 0 11,400
Citigroup Inc Common Stock 172967424   980 21,300 SH   SOLE   0 0 21,300
Cleveland-Cliffs Inc Common Stock 185899101   1,079 64,400 SH   SOLE   0 0 64,400
CVS Health Corp Common Stock 126650100   1,092 15,800 SH   SOLE   0 0 15,800
Darling Ingredients Inc Common Stock 237266101   1,052 16,500 SH   SOLE   0 0 16,500
Elevance Health Inc Common Stock 036752103   1,110 2,500 SH   SOLE   0 0 2,500
Enphase Energy Inc Common Stock 29355A107   1,004 6,000 SH   SOLE   0 0 6,000
Entergy Corp Common Stock 29364G103   954 9,800 SH   SOLE   0 0 9,800
Estee Lauder Cos Inc/The Common Stock 518439104   1,119 5,700 SH   SOLE   0 0 5,700
Evergy Inc Common Stock 30034W106   1,028 17,600 SH   SOLE   0 0 17,600
Eversource Energy Common Stock 30040W108   985 13,900 SH   SOLE   0 0 13,900
First Solar Inc Common Stock 336433107   1,064 5,600 SH   SOLE   0 0 5,600
First Trust Water ETF ETP 33733B100   12,745 143,900 SH   SOLE   0 0 143,900
General Motors Co Common Stock 37045V100   1,203 31,200 SH   SOLE   0 0 31,200
Grab Holdings Ltd Common Stock G4124C109   1,071 312,500 SH   SOLE   0 0 312,500
Humana Inc Common Stock 444859102   1,073 2,400 SH   SOLE   0 0 2,400
Invesco S&P Global Water Index ETP 46138E263   11,094 215,800 SH   SOLE   0 0 215,800
Invesco Water Resources ETF ETP 46137V142   12,496 221,600 SH   SOLE   0 0 221,600
iShares China Large-Cap ETF ETP 464287184   7,360 270,700 SH   SOLE   0 0 270,700
iShares MSCI Eurozone ETF ETP 464286608   14,259 311,200 SH   SOLE   0 0 311,200
iShares MSCI South Africa ETF ETP 464286780   7,773 195,400 SH   SOLE   0 0 195,400
iShares MSCI Switzerland ETF ETP 464286749   14,135 305,900 SH   SOLE   0 0 305,900
iShares MSCI United Kingdom ET ETP 46435G334   14,020 433,400 SH   SOLE   0 0 433,400
iShares Russell 1000 Value ETF ETP 464287598   8,649 54,800 SH   SOLE   0 0 54,800
iShares S&P 100 ETF ETP 464287101   8,655 41,800 SH   SOLE   0 0 41,800
iShares S&P 500 Value ETF ETP 464287408   8,672 53,800 SH   SOLE   0 0 53,800
Knight-Swift Transportation Ho Common Stock 499049104   961 17,300 SH   SOLE   0 0 17,300
Kraft Heinz Co/The Common Stock 500754106   1,033 29,100 SH   SOLE   0 0 29,100
Leidos Holdings Inc Common Stock 525327102   1,159 13,100 SH   SOLE   0 0 13,100
Liberty Global PLC Common Stock G5480U104   991 58,800 SH   SOLE   0 0 58,800
Moderna Inc Common Stock 60770K107   1,069 8,800 SH   SOLE   0 0 8,800
Molson Coors Beverage Co Common Stock 60871R209   1,086 16,500 SH   SOLE   0 0 16,500
Mosaic Co/The Common Stock 61945C103   1,102 31,500 SH   SOLE   0 0 31,500
Nucor Corp Common Stock 670346105   1,180 7,200 SH   SOLE   0 0 7,200
Okta Inc Common Stock 679295105   1,019 14,700 SH   SOLE   0 0 14,700
Paramount Global Common Stock 92556H206   980 61,600 SH   SOLE   0 0 61,600
Principal Financial Group Inc Common Stock 74251V102   1,061 14,000 SH   SOLE   0 0 14,000
ROBLOX Corp Common Stock 771049103   1,108 27,500 SH   SOLE   0 0 27,500
Sarepta Therapeutics Inc Common Stock 803607100   904 7,900 SH   SOLE   0 0 7,900
Steel Dynamics Inc Common Stock 858119100   1,067 9,800 SH   SOLE   0 0 9,800
Stellantis NV Common Stock N82405106   1,078 61,500 SH   SOLE   0 0 61,500
Synchrony Financial Common Stock 87165B103   1,082 31,900 SH   SOLE   0 0 31,900
Technology Select Sector SPDR ETP 81369Y803   9,005 51,800 SH   SOLE   0 0 51,800
Textron Inc Common Stock 883203101   1,055 15,600 SH   SOLE   0 0 15,600
Trade Desk Inc/The Common Stock 88339J105   1,104 14,300 SH   SOLE   0 0 14,300
Tyson Foods Inc Common Stock 902494103   1,010 19,800 SH   SOLE   0 0 19,800
United Rentals Inc Common Stock 911363109   1,380 3,100 SH   SOLE   0 0 3,100
Unum Group Common Stock 91529Y106   1,044 21,900 SH   SOLE   0 0 21,900
Valero Energy Corp Common Stock 91913Y100   1,126 9,600 SH   SOLE   0 0 9,600
VanEck Russia ETF ETP 92189F403   0 230,500 SH   SOLE   0 0 230,500
Vanguard Consumer Discretionar ETP 92204A108   8,949 31,600 SH   SOLE   0 0 31,600
Vanguard Energy ETF ETP 92204A306   8,579 76,000 SH   SOLE   0 0 76,000
Vanguard FTSE Emerging Markets ETP 922042858   10,011 246,100 SH   SOLE   0 0 246,100
Viatris Inc Common Stock 92556V106   1,123 112,600 SH   SOLE   0 0 112,600
Warner Bros Discovery Inc Common Stock 934423104   1,093 87,200 SH   SOLE   0 0 87,200
WESCO International Inc Common Stock 95082P105   1,235 6,900 SH   SOLE   0 0 6,900
Westrock Co Common Stock 96145D105   1,125 38,700 SH   SOLE   0 0 38,700
Zoom Video Communications Inc Common Stock 98980L101   950 14,000 SH   SOLE   0 0 14,000