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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
360 DIGITECH INC AMERICAN DEP 88557W101 160,984 7,922,461 SH   SOLE   7,922,461 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,423 13,158 SH   SOLE   13,158 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 61,554 415,765 SH   SOLE   415,765 0 0
ALPHABET INC CAP STK CL C 02079K107 13,641 5,118 SH   SOLE   5,118 0 0
AMAZON COM INC COM 023135106 10,552 3,212 SH   SOLE   3,212 0 0
ANTHEM INC COM 036752103 6,339 17,005 SH   SOLE   17,005 0 0
AON PLC SHS CL A G0403H108 2,559 5,096 SH   SOLE   5,096 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 11,063 1,409,247 SH   SOLE 1,409,247 0 0
AVANTOR INC COM 05352A100 4,156 101,612 SH   SOLE   101,612 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 58,515 15,278,023 SH   SOLE   15,278,023 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 10,484 38,410 SH   SOLE   38,410 0 0
BHP GROUP PLC SPONSORED ADR 05545E209 450 8,874 SH   SOLE   8,874 0 0
CATCHA INVESTMENT CORP *W EXP 99/99/999 G1962Y110 300 455,031 SH   SOLE   455,031 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 190,226 26,530,863 SH   SOLE   26,530,863 0 0
CLOUDERA INC COM 18914U100 1,613 100,992 SH   SOLE   100,992 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 17,816 322,053 SH   SOLE   322,053 0 0
DANAHER CORPORATION COM 235851102 335 1,100 SH   SOLE   1,100 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 45,887 805,027 SH   SOLE   805,027 0 0
EOG RES INC COM 26875P101 5,459 68,008 SH   SOLE   68,008 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 5,480 45,037 SH   SOLE   45,037 0 0
FIRST SOLAR INC COM 336433107 1,299 13,609 SH   SOLE   13,609 0 0
FRONTDOOR INC COM 35905A109 3,510 83,761 SH   SOLE   83,761 0 0
GP STRATEGIES CORP COM 36225V104 556 26,869 SH   SOLE   26,869 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 54,158 740,980 SH   SOLE   740,980 0 0
HH&L ACQUISITION CO *W EXP 02/04/202 G39714129 713 1,539,447 SH   SOLE   1,539,447 0 0
HUIZE HLDG LTD SPONSORED ADS 44473E105 2,068 907,147 SH   SOLE   907,147 0 0
ICICI BANK LIMITED ADR 45104G104 31,861 1,688,465 SH   SOLE   1,688,465 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 15,935 2,881,641 SH   SOLE   2,881,641 0 0
ICON PLC SHS G4705A100 262 1,000 SH   SOLE   1,000 0 0
INSTALLED BLDG PRODS INC COM 45780R101 6,518 60,831 SH   SOLE   60,831 0 0
JPMORGAN CHASE & CO COM 46625H100 8,432 51,509 SH   SOLE   51,509 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 123,929 4,376,039 SH   SOLE   4,376,039 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 5,539 25,152 SH   SOLE   25,152 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 1,338 7,745 SH   SOLE   7,745 0 0
LINDSAY CORP COM 535555106 1,424 9,384 SH   SOLE   9,384 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 6,029 64,244 SH   SOLE   64,244 0 0
MAGNUM OPUS ACQUISITION LTD UNIT 06/03/2026 G5S70A120 2,187 207,893 SH   SOLE   207,893 0 0
MICROSOFT CORP COM 594918104 13,232 46,937 SH   SOLE   46,937 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 42,670 2,799,873 SH   SOLE   2,799,873 0 0
NEWMONT CORP COM 651639106 3,855 70,990 SH   SOLE   70,990 0 0
NIU TECHNOLOGIES ADS 65481N100 13,252 571,960 SH   SOLE   571,960 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 11,405 307,152 SH   SOLE   307,152 0 0
OATLY GROUP AB SPONSORED ADS 67421J108 975 64,466 SH   SOLE   64,466 0 0
OWENS CORNING NEW COM 690742101 2,677 31,314 SH   SOLE   31,314 0 0
OZON HLDGS PLC SPONSORED ADS 69269L104 86,381 1,712,215 SH   SOLE   1,712,215 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 121,676 11,767,459 SH   SOLE   11,767,459 0 0
PNM RES INC COM 69349H107 772 15,593 SH   SOLE   15,593 0 0
PRIMAVERA CAPITAL ACQUIST CO *W EXP 01/19/202 G7255E117 1,377 1,619,964 SH   SOLE   1,619,964 0 0
PRIMAVERA CAPITAL ACQUIST CO SHS CL A G7255E109 2,678 274,618 SH   SOLE   274,618 0 0
RENEW ENERGY GLOBAL PLC *W EXP 08/30/202 G7500M120 58 31,938 SH   SOLE   31,938 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 178,500 17,500,000 SH   SOLE   17,500,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 741 2,793 SH   SOLE   2,793 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 506 886 SH   SOLE   886 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 81,733 732,051 SH   SOLE   732,051 0 0
UNITED RENTALS INC COM 911363109 3,373 9,613 SH   SOLE   9,613 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 1,497 10,821 SH   SOLE   10,821 0 0
VALE S A SPONSORED ADS 91912E105 8,639 619,312 SH   SOLE   619,312 0 0
VEON LTD SPONSORED ADR 91822M106 93,413 44,909,895 SH   SOLE   44,909,895 0 0
VIOMI TECHNOLOGY CO LTD SPONSORED ADS 92762J103 1,615 354,264 SH   SOLE   354,264 0 0
VISA INC COM CL A 92826C839 6,385 28,666 SH   SOLE   28,666 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 208,878 12,066,908 SH   SOLE   12,066,908 0 0
21VIANET GROUP INC SPONSORED ADS A 90138A103 692 40,000 SH   SOLE   40,000 0 0
WELLS FARGO CO NEW COM 949746101 6,389 137,666 SH   SOLE   137,666 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 3,921 110,236 SH   SOLE   110,236 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 554 2,383 SH   SOLE   2,383 0 0
ZAI LAB LTD ADR 98887Q104 24,009 227,810 SH   SOLE   227,810 0 0