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
AGCO Corp Common Stock 001084102   910 7,500 SH   SOLE   0 0 7,500
Align Technology Inc Common Stock 016255101   1,123 4,100 SH   SOLE   0 0 4,100
Antero Resources Corp Common Stock 03674X106   703 31,000 SH   SOLE   0 0 31,000
AppLovin Corp Common Stock 03831W108   816 20,500 SH   SOLE   0 0 20,500
Arch Capital Group Ltd Common Stock G0450A105   995 13,400 SH   SOLE   0 0 13,400
Avangrid Inc Common Stock 05351W103   888 27,400 SH   SOLE   0 0 27,400
BILL Holdings Inc Common Stock 090043100   970 11,900 SH   SOLE   0 0 11,900
Bio-Rad Laboratories Inc Common Stock 090572207   871 2,700 SH   SOLE   0 0 2,700
Builders FirstSource Inc Common Stock 12008R107   1,135 6,800 SH   SOLE   0 0 6,800
Catalent Inc Common Stock 148806102   1,105 24,600 SH   SOLE   0 0 24,600
Celsius Holdings Inc Common Stock 15118V207   801 14,700 SH   SOLE   0 0 14,700
CF Industries Holdings Inc Common Stock 125269100   890 11,200 SH   SOLE   0 0 11,200
CH Robinson Worldwide Inc Common Stock 12541W209   898 10,400 SH   SOLE   0 0 10,400
Cigna Group/The Common Stock 125523100   988 3,300 SH   SOLE   0 0 3,300
Citigroup Inc Common Stock 172967424   910 17,700 SH   SOLE   0 0 17,700
Coupang Inc Common Stock 22266T109   882 54,500 SH   SOLE   0 0 54,500
Darling Ingredients Inc Common Stock 237266101   927 18,600 SH   SOLE   0 0 18,600
Discover Financial Services Common Stock 254709108   944 8,400 SH   SOLE   0 0 8,400
EQT Corp Common Stock 26884L109   838 21,700 SH   SOLE   0 0 21,700
First Citizens BancShares Inc/ Common Stock 31946M103   851 600 SH   SOLE   0 0 600
First Solar Inc Common Stock 336433107   1,033 6,000 SH   SOLE   0 0 6,000
First Trust Water ETF ETP 33733B100   13,641 143,900 SH   SOLE   0 0 143,900
Ford Motor Co Common Stock 345370860   1,033 84,800 SH   SOLE   0 0 84,800
Fortinet Inc Common Stock 34959E109   954 16,300 SH   SOLE   0 0 16,300
Gap Inc/The Common Stock 364760108   968 46,300 SH   SOLE   0 0 46,300
General Motors Co Common Stock 37045V100   919 25,600 SH   SOLE   0 0 25,600
Hewlett Packard Enterprise Co Common Stock 42824C109   922 54,300 SH   SOLE   0 0 54,300
HF Sinclair Corp Common Stock 403949100   878 15,800 SH   SOLE   0 0 15,800
Humana Inc Common Stock 444859102   1,007 2,200 SH   SOLE   0 0 2,200
International Flavors & Fragra Common Stock 459506101   963 11,900 SH   SOLE   0 0 11,900
Invesco S&P Global Water Index ETP 46138E263   11,439 215,800 SH   SOLE   0 0 215,800
Invesco Water Resources ETF ETP 46137V142   13,486 221,600 SH   SOLE   0 0 221,600
iShares China Large-Cap ETF ETP 464287184   5,034 209,500 SH   SOLE   0 0 209,500
iShares MSCI Canada ETF ETP 464286509   9,665 263,500 SH   SOLE   0 0 263,500
iShares MSCI Eurozone ETF ETP 464286608   9,544 201,200 SH   SOLE   0 0 201,200
iShares MSCI South Africa ETF ETP 464286780   5,123 122,600 SH   SOLE   0 0 122,600
iShares Russell 1000 Value ETF ETP 464287598   5,783 35,000 SH   SOLE   0 0 35,000
iShares S&P 100 ETF ETP 464287101   5,763 25,800 SH   SOLE   0 0 25,800
iShares S&P 500 Value ETF ETP 464287408   5,807 33,400 SH   SOLE   0 0 33,400
Jabil Inc Common Stock 466313103   968 7,600 SH   SOLE   0 0 7,600
Jones Lang LaSalle Inc Common Stock 48020Q107   1,170 6,200 SH   SOLE   0 0 6,200
Knight-Swift Transportation Ho Common Stock 499049104   974 16,900 SH   SOLE   0 0 16,900
Marvell Technology Inc Common Stock 573874104   1,001 16,600 SH   SOLE   0 0 16,600
Molson Coors Beverage Co Common Stock 60871R209   856 14,000 SH   SOLE   0 0 14,000
Mosaic Co/The Common Stock 61945C103   850 23,800 SH   SOLE   0 0 23,800
Nucor Corp Common Stock 670346105   974 5,600 SH   SOLE   0 0 5,600
Owens Corning Common Stock 690742101   993 6,700 SH   SOLE   0 0 6,700
Paylocity Holding Corp Common Stock 70438V106   923 5,600 SH   SOLE   0 0 5,600
PulteGroup Inc Common Stock 745867101   1,011 9,800 SH   SOLE   0 0 9,800
Regal Rexnord Corp Common Stock 758750103   1,021 6,900 SH   SOLE   0 0 6,900
RenaissanceRe Holdings Ltd Common Stock G7496G103   842 4,300 SH   SOLE   0 0 4,300
Roku Inc Common Stock 77543R102   760 8,300 SH   SOLE   0 0 8,300
RTX Corp Common Stock 75513E101   900 10,700 SH   SOLE   0 0 10,700
SPDR S&P 500 ETF Trust ETP 78462F103   9,648 20,300 SH   SOLE   0 0 20,300
Steel Dynamics Inc Common Stock 858119100   909 7,700 SH   SOLE   0 0 7,700
Super Micro Computer Inc Common Stock 86800U104   966 3,400 SH   SOLE   0 0 3,400
Synchrony Financial Common Stock 87165B103   985 25,800 SH   SOLE   0 0 25,800
TransUnion Common Stock 89400J107   996 14,500 SH   SOLE   0 0 14,500
United Airlines Holdings Inc Common Stock 910047109   940 22,800 SH   SOLE   0 0 22,800
Unum Group Common Stock 91529Y106   917 20,300 SH   SOLE   0 0 20,300
VanEck Russia ETF ETP 92189F403   0 230,500 SH   SOLE   0 0 230,500
Vanguard Financials ETF ETP 92204A405   5,775 62,600 SH   SOLE   0 0 62,600
Vanguard FTSE Emerging Markets ETP 922042858   6,744 164,100 SH   SOLE   0 0 164,100
Vanguard Industrials ETF ETP 92204A603   5,863 26,600 SH   SOLE   0 0 26,600
Vanguard Real Estate ETF ETP 922908553   6,096 69,000 SH   SOLE   0 0 69,000
Vertiv Holdings Co Common Stock 92537N108   1,013 21,100 SH   SOLE   0 0 21,100
Viatris Inc Common Stock 92556V106   1,010 93,300 SH   SOLE   0 0 93,300
Walgreens Boots Alliance Inc Common Stock 931427108   1,083 41,500 SH   SOLE   0 0 41,500
Warner Bros Discovery Inc Common Stock 934423104   963 84,700 SH   SOLE   0 0 84,700
WESCO International Inc Common Stock 95082P105   938 5,400 SH   SOLE   0 0 5,400
Yum China Holdings Inc Common Stock 98850P109   924 21,800 SH   SOLE   0 0 21,800