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
XP INC CL A G98239109 68,051,031 2,367,816 SH   SOLE   2,367,816 0 0
COCA-COLA EUROPACIFIC PARTNE SHS G25839104 10,867,434 194,148 SH   SOLE   194,148 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 25,285,022 2,445,360 SH   SOLE   2,445,360 0 0
PRIMAVERA CAPITAL ACQUIST CO *W EXP 01/19/202 G7255E117 1,085,375 1,619,964 SH   SOLE   1,619,964 0 0
PRIMAVERA CAPITAL ACQUIST CO SHS CL A G7255E109 1,769,511 182,236 SH   SOLE   182,236 0 0
MAGNUM OPUS ACQUISITION LTD UNIT 06/03/2026 G5S70A120 2,139,696 205,740 SH   SOLE   205,740 0 0
FEDEX CORP COM 31428X106 1,629,432 6,300 SH   SOLE   6,300 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 1,529,012 11,232 SH   SOLE 11,232 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 14,084,790 3,055,269 SH   SOLE   3,055,269 0 0
NIO INC SPON ADS 62914V106 2,276,017 71,844 SH   SOLE   71,844 0 0
OATLY GROUP AB SPONSORED ADS 67421J108 629,349 79,064 SH   SOLE   79,064 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 217,188,743 32,033,738 SH   SOLE   32,033,738 0 0
NIU TECHNOLOGIES ADS 65481N100 10,048,902 623,768 SH   SOLE   623,768 0 0
PLANET LABS PBC COM CL A 72703X106 386,656 62,871 SH   SOLE   62,871 0 0
LINDSAY CORP COM 535555106 1,709,544 11,247 SH   SOLE   11,247 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 146,918,469 18,884,122 SH   SOLE   18,884,122 0 0
YANDEX N V CLASS A N97284108 89,897,797 1,485,914 SH   SOLE   1,485,914 0 0
360 DIGITECH INC AMERICAN DEP 88557W101 186,611,310 8,138,304 SH   SOLE   8,138,304 0 0
NOAH HLDGS LTD SPON ADS CL A 65487X102 6,473,779 210,941 SH   SOLE   210,941 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 56,035,145 3,557,787 SH   SOLE   3,557,787 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 5,716,607 138,820 SH   SOLE   138,820 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 713,208 2,542 SH   SOLE   2,542 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 2,304,011 62,558 SH   SOLE   62,558 0 0
PINDUODUO INC SPONSORED ADS 722304102 13,047,889 223,806 SH   SOLE   223,806 0 0
HUIZE HLDG LTD SPONSORED ADS 44473E105 643,500 450,000 SH   SOLE   450,000 0 0
RENEW ENERGY GLOBAL PLC *W EXP 08/30/202 G7500M120 49,503 31,938 SH   SOLE   31,938 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 8,500,544 210,827 SH   SOLE   210,827 0 0
VEON LTD SPONSORED ADR 91822M106 76,494,324 44,733,523 SH   SOLE   44,733,523 0 0
LOCKHEED MARTIN CORP COM 539830109 1,546,033 4,350 SH   SOLE   4,350 0 0
OWENS CORNING NEW COM 690742101 4,903,561 54,183 SH   SOLE   54,183 0 0
INSTALLED BLDG PRODS INC COM 45780R101 1,486,341 10,638 SH   SOLE   10,638 0 0
ICICI BANK LIMITED ADR 45104G104 33,563,246 1,695,970 SH   SOLE   1,695,970 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 85,331,236 1,311,376 SH   SOLE   1,311,376 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 56,052,249 471,860 SH   SOLE   471,860 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 591,174 886 SH   SOLE   886 0 0
HH&L ACQUISITION CO *W EXP 02/04/202 G39714129 862,090 1,539,447 SH   SOLE   1,539,447 0 0
CATCHA INVESTMENT CORP *W EXP 99/99/999 G1962Y110 228,282 393,658 SH   SOLE   393,658 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 70,145,662 583,041 SH   SOLE   583,041 0 0
ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS 00215W100 10,405,840 1,332,374 SH   SOLE   1,332,374 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 117,393,593 13,000,398 SH   SOLE   13,000,398 0 0
ENETI INC COM Y2294C107 641,266 82,851 SH   SOLE   82,851 0 0
DANAHER CORPORATION COM 235851102 361,911 1,100 SH   SOLE   1,100 0 0
FIRST SOLAR INC COM 336433107 687,866 7,892 SH   SOLE   7,892 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 1,323,056 5,571 SH   SOLE   5,571 0 0
ON SEMICONDUCTOR CORP COM 682189105 2,804,145 41,286 SH   SOLE   41,286 0 0
GLOBANT S A COM L44385109 160,888,519 512,237 SH   SOLE   512,237 0 0