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   1,128 18,000 SH   SOLE   0 0 18,000
AGCO Corp Common Stock 001084102   1,005 8,500 SH   SOLE   0 0 8,500
Albemarle Corp Common Stock 012653101   1,003 5,900 SH   SOLE   0 0 5,900
Align Technology Inc Common Stock 016255101   977 3,200 SH   SOLE   0 0 3,200
Antero Resources Corp Common Stock 03674X106   1,015 40,000 SH   SOLE   0 0 40,000
AppLovin Corp Common Stock 03831W108   1,026 25,700 SH   SOLE   0 0 25,700
Aspen Technology Inc Common Stock 29109X106   1,123 5,500 SH   SOLE   0 0 5,500
Atmos Energy Corp Common Stock 049560105   1,048 9,900 SH   SOLE   0 0 9,900
Bio-Rad Laboratories Inc Common Stock 090572207   967 2,700 SH   SOLE   0 0 2,700
Builders FirstSource Inc Common Stock 12008R107   896 7,200 SH   SOLE   0 0 7,200
Catalent Inc Common Stock 148806102   1,120 24,600 SH   SOLE   0 0 24,600
Celsius Holdings Inc Common Stock 15118V207   1,046 6,100 SH   SOLE   0 0 6,100
Citigroup Inc Common Stock 172967424   987 24,000 SH   SOLE   0 0 24,000
Cleveland-Cliffs Inc Common Stock 185899101   1,006 64,400 SH   SOLE   0 0 64,400
CVS Health Corp Common Stock 126650100   1,103 15,800 SH   SOLE   0 0 15,800
Darling Ingredients Inc Common Stock 237266101   970 18,600 SH   SOLE   0 0 18,600
Discover Financial Services Common Stock 254709108   1,048 12,100 SH   SOLE   0 0 12,100
DocuSign Inc Common Stock 256163106   894 21,300 SH   SOLE   0 0 21,300
Dollar Tree Inc Common Stock 256746108   926 8,700 SH   SOLE   0 0 8,700
EQT Corp Common Stock 26884L109   1,067 26,300 SH   SOLE   0 0 26,300
Evergy Inc Common Stock 30034W106   1,008 19,900 SH   SOLE   0 0 19,900
Exact Sciences Corp Common Stock 30063P105   920 13,500 SH   SOLE   0 0 13,500
First Citizens BancShares Inc/ Common Stock 31946M103   1,104 800 SH   SOLE   0 0 800
First Solar Inc Common Stock 336433107   969 6,000 SH   SOLE   0 0 6,000
First Trust Water ETF ETP 33733B100   11,907 143,900 SH   SOLE   0 0 143,900
Ford Motor Co Common Stock 345370860   1,049 84,500 SH   SOLE   0 0 84,500
Fortinet Inc Common Stock 34959E109   1,056 18,000 SH   SOLE   0 0 18,000
General Motors Co Common Stock 37045V100   1,028 31,200 SH   SOLE   0 0 31,200
Grab Holdings Ltd Common Stock G4124C109   1,068 301,800 SH   SOLE   0 0 301,800
HF Sinclair Corp Common Stock 403949100   1,047 18,400 SH   SOLE   0 0 18,400
Humana Inc Common Stock 444859102   1,167 2,400 SH   SOLE   0 0 2,400
Illumina Inc Common Stock 452327109   1,043 7,600 SH   SOLE   0 0 7,600
Industrial Select Sector SPDR ETP 81369Y704   7,948 78,400 SH   SOLE   0 0 78,400
Invesco S&P Global Water Index ETP 46138E263   10,039 215,800 SH   SOLE   0 0 215,800
Invesco Water Resources ETF ETP 46137V142   11,784 221,600 SH   SOLE   0 0 221,600
iShares MSCI Eurozone ETF ETP 464286608   12,997 307,700 SH   SOLE   0 0 307,700
iShares MSCI South Africa ETF ETP 464286780   7,384 196,300 SH   SOLE   0 0 196,300
iShares MSCI South Korea ETF ETP 464286772   7,013 119,000 SH   SOLE   0 0 119,000
iShares MSCI Switzerland ETF ETP 464286749   12,909 296,300 SH   SOLE   0 0 296,300
iShares Russell 1000 Value ETF ETP 464287598   7,909 52,100 SH   SOLE   0 0 52,100
iShares S&P 100 ETF ETP 464287101   7,865 39,200 SH   SOLE   0 0 39,200
iShares S&P 500 Value ETF ETP 464287408   8,276 53,800 SH   SOLE   0 0 53,800
Jones Lang LaSalle Inc Common Stock 48020Q107   875 6,200 SH   SOLE   0 0 6,200
Knight-Swift Transportation Ho Common Stock 499049104   997 19,900 SH   SOLE   0 0 19,900
Lennar Corp Common Stock 526057104   1,032 9,200 SH   SOLE   0 0 9,200
Liberty Global PLC Common Stock G5480U104   1,006 58,800 SH   SOLE   0 0 58,800
Marvell Technology Inc Common Stock 573874104   1,006 18,600 SH   SOLE   0 0 18,600
Mosaic Co/The Common Stock 61945C103   1,003 28,200 SH   SOLE   0 0 28,200
Nucor Corp Common Stock 670346105   1,016 6,500 SH   SOLE   0 0 6,500
Paramount Global Common Stock 92556H206   1,025 79,500 SH   SOLE   0 0 79,500
RTX Corp Common Stock 75513E101   1,014 14,100 SH   SOLE   0 0 14,100
Sirius XM Holdings Inc Common Stock 82968B103   1,186 262,400 SH   SOLE   0 0 262,400
SPDR S&P 500 ETF Trust ETP 78462F103   13,251 31,000 SH   SOLE   0 0 31,000
Steel Dynamics Inc Common Stock 858119100   1,050 9,800 SH   SOLE   0 0 9,800
Super Micro Computer Inc Common Stock 86800U104   1,179 4,300 SH   SOLE   0 0 4,300
Synchrony Financial Common Stock 87165B103   975 31,900 SH   SOLE   0 0 31,900
Toll Brothers Inc Common Stock 889478103   998 13,500 SH   SOLE   0 0 13,500
Twilio Inc Common Stock 90138F102   1,053 18,000 SH   SOLE   0 0 18,000
Tyson Foods Inc Common Stock 902494103   1,050 20,800 SH   SOLE   0 0 20,800
United Airlines Holdings Inc Common Stock 910047109   824 19,500 SH   SOLE   0 0 19,500
Unity Software Inc Common Stock 91332U101   831 26,500 SH   SOLE   0 0 26,500
Unum Group Common Stock 91529Y106   1,072 21,800 SH   SOLE   0 0 21,800
VanEck Russia ETF ETP 92189F403   0 230,500 SH   SOLE   0 0 230,500
Vanguard Energy ETF ETP 92204A306   8,364 66,000 SH   SOLE   0 0 66,000
Vanguard Financials ETF ETP 92204A405   8,192 102,000 SH   SOLE   0 0 102,000
Vanguard FTSE Emerging Markets ETP 922042858   9,484 241,900 SH   SOLE   0 0 241,900
Vertiv Holdings Co Common Stock 92537N108   1,156 31,100 SH   SOLE   0 0 31,100
Viatris Inc Common Stock 92556V106   1,063 107,900 SH   SOLE   0 0 107,900
Vistra Corp Common Stock 92840M102   1,201 36,200 SH   SOLE   0 0 36,200
Walgreens Boots Alliance Inc Common Stock 931427108   934 42,000 SH   SOLE   0 0 42,000
Warner Bros Discovery Inc Common Stock 934423104   1,024 94,300 SH   SOLE   0 0 94,300
WESCO International Inc Common Stock 95082P105   992 6,900 SH   SOLE   0 0 6,900