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
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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
ADECOAGRO S A COM L00849106 BBG001V05PW6 2,084,402 187,784 SH   SOLE   187,784 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 3,137,769 21,286 SH   SOLE   21,286 0 0
AES CORP COM 00130H105 BBG001S6B1L5 367,617 19,097 SH   SOLE   19,097 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 415,236 2,874 SH   SOLE   2,874 0 0
ALCOA CORP COM 013872106 BBG00B3T3HF1 864,688 25,432 SH   SOLE   25,432 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1,230,626 15,877 SH   SOLE   15,877 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 5,835,489 41,407 SH   SOLE   41,407 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 5,620,716 36,993 SH   SOLE   36,993 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 2,226,020 29,972 SH   SOLE   29,972 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 2,556,876 3,378 SH   SOLE   3,378 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 2,510,000 37,268 SH   SOLE   37,268 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 5,880,757 25,243 SH   SOLE   25,243 0 0
BARRICK GOLD CORP COM 067901108 BBG001S5N9P3 656,396 36,285 SH   SOLE   36,285 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4,856,536 13,617 SH   SOLE   13,617 0 0
BRF SA SPONSORED ADR 10552T107 BBG001S5V2P9 1,557,934 560,408 SH   SOLE   560,408 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 2,108,931 72,002 SH   SOLE   72,002 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 2,085,240 31,764 SH   SOLE   31,764 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 8,253,144 104,367 SH   SOLE   104,367 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 475,041 28,531 SH   SOLE   28,531 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 4,586,991 26,870 SH   SOLE   26,870 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 569,056 7,396 SH   SOLE   7,396 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 BBG00GLNJ0R0 427,307 6,249 SH   SOLE   6,249 0 0
CNH INDL N V SHS N20944109 BBG0059JSF67 976,848 80,201 SH   SOLE   80,201 0 0
CONSOL ENERGY INC NEW COM 20854L108 BBG00HC115M9 4,350,813 43,279 SH   SOLE   43,279 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPR7 1,860,377 114,909 SH   SOLE   114,909 0 0
DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 439,539 8,819 SH   SOLE   8,819 0 0
DATADOG INC CL A COM 23804L103 BBG003NJHZW5 2,223,924 18,322 SH   SOLE   18,322 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 711,148 2,953 SH   SOLE   2,953 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 5,229,412 52,305 SH   SOLE   52,305 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 5,445,909 40,996 SH   SOLE   40,996 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 787,417 18,497 SH   SOLE   18,497 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 794,752 6,227 SH   SOLE   6,227 0 0
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 990,415 28,534 SH   SOLE   28,534 0 0
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 3,666,200 28,868 SH   SOLE   28,868 0 0
GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 2,310,081 100,482 SH   SOLE   100,482 0 0
GRACO INC COM 384109104 BBG001S5RK56 350,250 4,037 SH   SOLE   4,037 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 786,117 21,212 SH   SOLE   21,212 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 2,288,913 37,425 SH   SOLE   37,425 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 BBG001S64W80 845,115 137,417 SH   SOLE   137,417 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG001SJB7J7 1,424,007 21,219 SH   SOLE   21,219 0 0
HUBSPOT INC COM 443573100 BBG001T53670 1,976,739 3,405 SH   SOLE   3,405 0 0
ICICI BANK LIMITED ADR 45104G104 BBG001SCD3Z1 1,196,005 50,168 SH   SOLE   50,168 0 0
IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 1,162,275 2,094 SH   SOLE   2,094 0 0
INTUIT COM 461202103 BBG001S6TWR2 2,727,647 4,364 SH   SOLE   4,364 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 524,270 3,563 SH   SOLE   3,563 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 1,515,531 218,062 SH   SOLE   218,062 0 0
KBR INC COM 48242W106 BBG001SP11V3 954,216 17,221 SH   SOLE   17,221 0 0
KOSMOS ENERGY LTD COM 500688106 BBG001SJV7R6 694,961 103,571 SH   SOLE   103,571 0 0
KT CORP SPONSORED ADR 48268K101 BBG001SCTCR3 1,584,280 117,878 SH   SOLE   117,878 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 2,926,259 3,736 SH   SOLE   3,736 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 2,208,375 15,100 SH   SOLE   15,100 0 0
LIBERTY GLOBAL LTD COM CL C G61188127 BBG01K9KJ456 3,009,521 161,455 SH   SOLE   161,455 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 717,921 1,748 SH   SOLE   1,748 0 0
MASCO CORP COM 574599106 BBG001S5SZ70 3,649,069 54,480 SH   SOLE   54,480 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 4,561,681 10,695 SH   SOLE   10,695 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1,082,791 689 SH   SOLE   689 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 5,544,075 15,663 SH   SOLE   15,663 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 4,479,252 52,487 SH   SOLE   52,487 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,303,628 14,104 SH   SOLE   14,104 0 0
MOODYS CORP COM 615369105 BBG001S5VP87 4,791,528 12,268 SH   SOLE   12,268 0 0
MOSAIC CO NEW COM 61945C103 BBG001S7LJN1 358,336 10,029 SH   SOLE   10,029 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 4,654,573 9,560 SH   SOLE   9,560 0 0
NEW YORK TIMES CO CL A 650111107 BBG001S90X31 3,832,893 78,238 SH   SOLE   78,238 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 265,434 4,370 SH   SOLE   4,370 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 3,989,564 36,746 SH   SOLE   36,746 0 0
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 2,713,183 26,227 SH   SOLE   26,227 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 1,951,377 234,259 SH   SOLE   234,259 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2,863,363 5,782 SH   SOLE   5,782 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 8,207,709 91,737 SH   SOLE   91,737 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 3,399,406 212,862 SH   SOLE   212,862 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 4,832,958 51,371 SH   SOLE   51,371 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 667,721 8,968 SH   SOLE   8,968 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 4,437,266 10,073 SH   SOLE   10,073 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 6,948,919 133,530 SH   SOLE   133,530 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 5,073,073 73,737 SH   SOLE   73,737 0 0
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMH4 897,521 22,161 SH   SOLE   22,161 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 525,153 13,978 SH   SOLE   13,978 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 2,744,714 3,885 SH   SOLE   3,885 0 0
SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 915,536 139,776 SH   SOLE   139,776 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 3,849,017 20,134 SH   SOLE   20,134 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 3,164,816 32,963 SH   SOLE   32,963 0 0
SUNRUN INC COM 86771W105 BBG0025XVR94 577,495 29,419 SH   SOLE   29,419 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 1,805,648 17,362 SH   SOLE   17,362 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 720,390 18,429 SH   SOLE   18,429 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 5,393,584 127,571 SH   SOLE   127,571 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 5,409,281 10,191 SH   SOLE   10,191 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 BBG001S6WYD9 3,514,727 52,163 SH   SOLE   52,163 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 4,143,728 4,096 SH   SOLE   4,096 0 0
TRANSOCEAN LTD REG SHS H8817H100 BBG001S7B678 1,008,278 158,784 SH   SOLE   158,784 0 0
UNITED STATES STL CORP NEW COM 912909108 BBG001S5XL75 1,409,196 28,966 SH   SOLE   28,966 0 0
VALARIS LTD CL A G9460G101 BBG010JW9K58 2,358,261 34,392 SH   SOLE   34,392 0 0
VALE S A SPONSORED ADS 91912E105 BBG001SB54S8 2,636,752 166,252 SH   SOLE   166,252 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 737,501 15,355 SH   SOLE   15,355 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 4,252,655 16,334 SH   SOLE   16,334 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 4,637,607 94,222 SH   SOLE   94,222 0 0
WHEATON PRECIOUS METALS CORP COM 962879102 BBG001S6DSP0 737,985 14,957 SH   SOLE   14,957 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 2,500,551 9,058 SH   SOLE   9,058 0 0
XCEL ENERGY INC COM 98389B100 BBG001S7F0X8 260,517 4,208 SH   SOLE   4,208 0 0
XP INC CL A G98239109 BBG00QVJYHP4 1,479,629 56,756 SH   SOLE   56,756 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 852,885 20,101 SH   SOLE   20,101 0 0