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
BELLRING BRANDS INC COMMON STOCK 07831C103   392 15,311 SH   SOLE   15,311 0 0
DADA NEXUS LTD ADS 23344D108   14,894 2,136,937 SH   SOLE   2,136,937 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   42,554 2,089,065 SH   SOLE   2,089,065 0 0
GLOBANT S A COM 097429987   72,647 432,017 SH   SOLE   432,017 0 0
JD.COM INC SPON ADR CL A 47215P106   110,942 1,976,523 SH   SOLE   1,976,523 0 0
NIU TECHNOLOGIES ADS 65481N100   529 101,160 SH   SOLE   101,160 0 0
PURE STORAGE INC CL A 74624M102   530 19,822 SH   SOLE   19,822 0 0
QUALYS INC COM 74758T303   351 3,136 SH   SOLE 3,136 0 0
STEM INC COM 85859N102   1,846 206,569 SH   SOLE   206,569 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206   35,326 1,819,082 SH   SOLE   1,819,082 0 0
FTI CONSULTING INC COM 302941109   329 2,076 SH   SOLE   2,076 0 0
LINDSAY CORP COM 535555106   1,301 7,994 SH   SOLE   7,994 0 0
TERNIUM SA SPONSORED ADS 880890108   24,146 790,140 SH   SOLE   790,140 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   51,632 9,106,277 SH   SOLE   9,106,277 0 0
ADVANCED DRAIN SYS INC DEL COM 00790R104   2,427 29,617 SH   SOLE   29,617 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   7,537 901,657 SH   SOLE   901,657 0 0
INSTRUCTURE HLDGS INC COM 457790103   249 10,647 SH   SOLE   10,647 0 0
PINDUODUO INC SPONSORED ADS 722304102   4,196 51,464 SH   SOLE   51,464 0 0
WINNEBAGO INDS INC COM 974637100   244 4,637 SH   SOLE   4,637 0 0
XP INC CL A G98239109   45,878 2,990,761 SH   SOLE   2,990,761 0 0
360 DIGITECH INC AMERICAN DEP 88557W101   176,190 8,653,755 SH   SOLE   8,653,755 0 0
BARRICK GOLD CORP COM 067901108   101,175 5,889,157 SH   SOLE   5,889,157 0 0
BIONTECH SE SPONSORED ADS 09075V102   1,802 12,000 SH   SOLE   12,000 0 0
ENETI INC COM Y2294C107   1,188 118,246 SH   SOLE   118,246 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   10,566 154,461 SH   SOLE   154,461 0 0
LOCKHEED MARTIN CORP COM 539830109   972 2,000 SH   SOLE   2,000 0 0
ON SEMICONDUCTOR CORP COM 682189105   459 7,373 SH   SOLE   7,373 0 0
OWENS CORNING NEW COM 690742101   3,023 35,440 SH   SOLE   35,440 0 0
SEA LTD SPONSORD ADS 81141R100   6,251 120,146 SH   SOLE   120,146 0 0
SVB FINANCIAL GROUP COM 78486Q101   340 1,478 SH   SOLE   1,478 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   139,370 1,582,137 SH   SOLE   1,582,137 0 0
EVOQUA WATER TECHNOLOGIES CO COM 30057T105   1,580 39,914 SH   SOLE   39,914 0 0
ICICI BANK LIMITED ADR 45104G104   2,409 110,067 SH   SOLE   110,067 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   39,944 7,289,990 SH   SOLE   7,289,990 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   89,552 1,202,214 SH   SOLE   1,202,214 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   5,581 180,033 SH   SOLE   180,033 0 0
XPENG INC ADS 98422D105   357 36,001 SH   SOLE   36,001 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   16,097 69,089 SH   SOLE   69,089 0 0
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102   1,456 750,649 SH   SOLE   750,649 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,037 3,664 SH   SOLE   3,664 0 0
ECOLAB INC COM 278865100   3,616 24,846 SH   SOLE   24,846 0 0
P10 INC COM CL A 69376K106   322 30,268 SH   SOLE   30,268 0 0
PLANET LABS PBC COM CL A 72703X106   424 97,576 SH   SOLE   97,576 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104   278 2,421 SH   SOLE   2,421 0 0