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   1,217 9,900 SH   SOLE   0 0 9,900
Ally Financial Inc Common Stock 02005N100   1,164 28,700 SH   SOLE   0 0 28,700
Anglogold Ashanti Plc Common Stock G0378L100   1,234 55,600 SH   SOLE   0 0 55,600
Bank of New York Mellon Corp/T Common Stock 064058100   1,198 20,800 SH   SOLE   0 0 20,800
BILL Holdings Inc Common Stock 090043100   1,154 16,800 SH   SOLE   0 0 16,800
Bio-Rad Laboratories Inc Common Stock 090572207   1,141 3,300 SH   SOLE   0 0 3,300
Block Inc Common Stock 852234103   1,158 13,700 SH   SOLE   0 0 13,700
Builders FirstSource Inc Common Stock 12008R107   1,084 5,200 SH   SOLE   0 0 5,200
Bunge Global SA Common Stock H11356104   1,199 11,700 SH   SOLE   0 0 11,700
Centene Corp Common Stock 15135B101   1,208 15,400 SH   SOLE   0 0 15,400
Cleveland-Cliffs Inc Common Stock 185899101   1,171 51,500 SH   SOLE   0 0 51,500
Coherent Corp Common Stock 19247G107   1,018 16,800 SH   SOLE   0 0 16,800
Cooper Cos Inc/The Common Stock 216648501   1,197 11,800 SH   SOLE   0 0 11,800
DocuSign Inc Common Stock 256163106   1,179 19,800 SH   SOLE   0 0 19,800
Duolingo Inc Common Stock 26603R106   1,014 4,600 SH   SOLE   0 0 4,600
EQT Corp Common Stock 26884L109   1,271 34,300 SH   SOLE   0 0 34,300
Everest Group Ltd Common Stock G3223R108   1,152 2,900 SH   SOLE   0 0 2,900
Expedia Group Inc Common Stock 30212P303   1,088 7,900 SH   SOLE   0 0 7,900
First Citizens BancShares Inc/ Common Stock 31946M103   981 600 SH   SOLE   0 0 600
First Trust Water ETF ETP 33733B100   14,692 143,900 SH   SOLE   0 0 143,900
Ford Motor Co Common Stock 345370860   1,221 92,000 SH   SOLE   0 0 92,000
Gap Inc/The Common Stock 364760108   1,168 42,400 SH   SOLE   0 0 42,400
General Motors Co Common Stock 37045V100   1,247 27,500 SH   SOLE   0 0 27,500
Grab Holdings Ltd Common Stock G4124C109   1,092 347,800 SH   SOLE   0 0 347,800
HF Sinclair Corp Common Stock 403949100   1,165 19,300 SH   SOLE   0 0 19,300
Humana Inc Common Stock 444859102   1,074 3,100 SH   SOLE   0 0 3,100
Intel Corp Common Stock 458140100   1,090 24,700 SH   SOLE   0 0 24,700
Invesco S&P Global Water Index ETP 46138E263   11,983 215,800 SH   SOLE   0 0 215,800
Invesco Water Resources ETF ETP 46137V142   14,751 221,600 SH   SOLE   0 0 221,600
iShares Core S&P Small-Cap ETF ETP 464287804   7,106 64,300 SH   SOLE   0 0 64,300
iShares MSCI Brazil ETF ETP 464286400   5,958 183,800 SH   SOLE   0 0 183,800
iShares MSCI Canada ETF ETP 464286509   14,420 376,700 SH   SOLE   0 0 376,700
iShares MSCI South Africa ETF ETP 464286780   6,325 161,500 SH   SOLE   0 0 161,500
iShares MSCI Switzerland ETF ETP 464286749   14,408 302,700 SH   SOLE   0 0 302,700
iShares S&P 500 Growth ETF ETP 464287309   6,881 81,500 SH   SOLE   0 0 81,500
iShares S&P Small-Cap 600 Grow ETP 464287887   7,085 54,200 SH   SOLE   0 0 54,200
Knight-Swift Transportation Ho Common Stock 499049104   1,072 19,500 SH   SOLE   0 0 19,500
Kraft Heinz Co/The Common Stock 500754106   1,136 30,800 SH   SOLE   0 0 30,800
Lennar Corp Common Stock 526057104   1,238 7,200 SH   SOLE   0 0 7,200
Marathon Oil Corp Common Stock 565849106   1,246 44,000 SH   SOLE   0 0 44,000
Mobileye Global Inc Common Stock 60741F104   1,292 40,200 SH   SOLE   0 0 40,200
Mosaic Co/The Common Stock 61945C103   1,116 34,400 SH   SOLE   0 0 34,400
Newmont Corp Common Stock 651639106   1,214 33,900 SH   SOLE   0 0 33,900
Nucor Corp Common Stock 670346105   1,207 6,100 SH   SOLE   0 0 6,100
Ovintiv Inc Common Stock 69047Q102   1,188 22,900 SH   SOLE   0 0 22,900
Owens Corning Common Stock 690742101   967 5,800 SH   SOLE   0 0 5,800
Permian Resources Corp Common Stock 71424F105   1,207 68,400 SH   SOLE   0 0 68,400
Regal Rexnord Corp Common Stock 758750103   1,062 5,900 SH   SOLE   0 0 5,900
Revvity Inc Common Stock 714046109   1,218 11,600 SH   SOLE   0 0 11,600
Roku Inc Common Stock 77543R102   1,114 17,100 SH   SOLE   0 0 17,100
Snowflake Inc Common Stock 833445109   1,179 7,300 SH   SOLE   0 0 7,300
Southwest Airlines Co Common Stock 844741108   1,223 41,900 SH   SOLE   0 0 41,900
SPDR S&P 500 ETF Trust ETP 78462F103   14,384 27,500 SH   SOLE   0 0 27,500
Stanley Black & Decker Inc Common Stock 854502101   1,184 12,100 SH   SOLE   0 0 12,100
Super Micro Computer Inc Common Stock 86800U104   1,212 1,200 SH   SOLE   0 0 1,200
Synchrony Financial Common Stock 87165B103   1,112 25,800 SH   SOLE   0 0 25,800
Target Corp Common Stock 87612E106   1,205 6,800 SH   SOLE   0 0 6,800
Technology Select Sector SPDR ETP 81369Y803   6,768 32,500 SH   SOLE   0 0 32,500
TransUnion Common Stock 89400J107   997 12,500 SH   SOLE   0 0 12,500
Twilio Inc Common Stock 90138F102   1,180 19,300 SH   SOLE   0 0 19,300
United Airlines Holdings Inc Common Stock 910047109   1,091 22,800 SH   SOLE   0 0 22,800
Unity Software Inc Common Stock 91332U101   993 37,200 SH   SOLE   0 0 37,200
Unum Group Common Stock 91529Y106   1,175 21,900 SH   SOLE   0 0 21,900
VanEck Russia ETF ETP 92189F403   0 230,500 SH   SOLE   0 0 230,500
Vanguard Consumer Discretionar ETP 92204A108   6,799 21,400 SH   SOLE   0 0 21,400
Vanguard Real Estate ETF ETP 922908553   6,987 80,800 SH   SOLE   0 0 80,800
Vertiv Holdings Co Common Stock 92537N108   1,102 13,500 SH   SOLE   0 0 13,500
Walgreens Boots Alliance Inc Common Stock 931427108   1,093 50,400 SH   SOLE   0 0 50,400
Warner Bros Discovery Inc Common Stock 934423104   1,086 124,400 SH   SOLE   0 0 124,400
WESCO International Inc Common Stock 95082P105   1,216 7,100 SH   SOLE   0 0 7,100
Xcel Energy Inc Common Stock 98389B100   1,155 21,500 SH   SOLE   0 0 21,500
Zillow Group Inc Common Stock 98954M101   1,134 23,700 SH   SOLE   0 0 23,700
Zoom Video Communications Inc Common Stock 98980L101   1,183 18,100 SH   SOLE   0 0 18,100