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
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 2,613 38,868 SH   SOLE   38,868 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 16,599 2,114,590 SH   SOLE   2,114,590 0 0
JD.COM INC SPON ADR CL A 47215P106 1,407 21,916 SH   SOLE   21,916 0 0
TERNIUM SA SPONSORED ADS 880890108 28,837 799,055 SH   SOLE   799,055 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104 930 10,328 SH   SOLE   10,328 0 0
ICLICK INTERACTIVE ASIA GROU SPONSORED ADR 45113Y104 2,130 3,170,137 SH   SOLE   3,170,137 0 0
OATLY GROUP AB SPONSORED ADS 67421J108 194 56,343 SH   SOLE   56,343 0 0
STEM INC COM 85859N102 821 114,776 SH   SOLE 114,776 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889 79,908 20,384,935 SH   SOLE   20,384,935 0 0
NIU TECHNOLOGIES ADS 65481N100 8,357 971,753 SH   SOLE   971,753 0 0
CONSTELLATION ENERGY CORP COM 21037T109 1,877 32,789 SH   SOLE   32,789 0 0
PLANET LABS PBC COM CL A 72703X106 334 77,229 SH   SOLE   77,229 0 0
LINDSAY CORP COM 535555106 2,042 15,378 SH   SOLE   15,378 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 92,615 14,314,551 SH   SOLE   14,314,551 0 0
SCHLUMBERGER LTD COM STK 806857108 536 15,000 SH   SOLE   15,000 0 0
360 DIGITECH INC AMERICAN DEP 88557W101 171,473 9,911,772 SH   SOLE   9,911,772 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104 1,775 53,615 SH   SOLE   53,615 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 1,666 6,089 SH   SOLE   6,089 0 0
PINDUODUO INC SPONSORED ADS 722304102 24,012 388,546 SH   SOLE   388,546 0 0
RENEW ENERGY GLOBAL PLC *W EXP 08/21/202 G7500M104 36 31,938 SH   SOLE   31,938 0 0
BARRICK GOLD CORP COM 067901108 140,230 7,927,105 SH   SOLE   7,927,105 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 7,182 100,622 SH   SOLE   100,622 0 0
LOCKHEED MARTIN CORP COM 539830109 1,504 3,500 SH   SOLE   3,500 0 0
OWENS CORNING NEW COM 690742101 2,571 34,606 SH   SOLE   34,606 0 0
BIONTECH SE SPONSORED ADS 09075V102 521 3,500 SH   SOLE   3,500 0 0
ICICI BANK LIMITED ADR 45104G104 2,503 141,113 SH   SOLE   141,113 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 99,374 1,808,131 SH   SOLE   1,808,131 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 6,180 581,447 SH   SOLE   581,447 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 174,574 1,535,663 SH   SOLE   1,535,663 0 0
HH&L ACQUISITION CO *W EXP 02/04/202 G39714129 96 568,952 SH   SOLE   568,952 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 65,633 802,861 SH   SOLE   802,861 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 30,299 2,594,112 SH   SOLE   2,594,112 0 0
SEA LTD SPONSORD ADS 81141R100 8,209 122,783 SH   SOLE   122,783 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 74,672 12,362,967 SH   SOLE   12,362,967 0 0
ENETI INC COM Y2294C107 814 132,692 SH   SOLE   132,692 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105 2,174 66,874 SH   SOLE   66,874 0 0
GOLD FIELDS LTD SPONSORED ADR 38059T106 10,502 1,151,616 SH   SOLE   1,151,616 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,321 26,275 SH   SOLE   26,275 0 0
GLOBANT S A COM L44385109 83,415 479,399 SH   SOLE   479,399 0 0