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
ADECOAGRO S A COM L00849106 410 49,430 SH   SOLE   49,430 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 371 4,637 SH   SOLE   4,637 0 0
ALPHABET INC CAP STK CL C 02079K107 3,423 35,605 SH   SOLE   35,605 0 0
AMAZON COM INC COM 023135106 3,277 29,001 SH   SOLE   29,001 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 3,278 72,581 SH   SOLE   72,581 0 0
ARCH CAP GROUP LTD ORD G0450A105 508 11,156 SH   SOLE   11,156 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 499 1,202 SH   SOLE   1,202 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 441 8,044 SH   SOLE   8,044 0 0
ATLASSIAN CORP PLC CL A G06242104 1,334 6,334 SH   SOLE   6,334 0 0
AXALTA COATING SYS LTD COM G0750C108 2,069 98,251 SH   SOLE   98,251 0 0
BATH & BODY WORKS INC COM 070830104 1,398 42,885 SH   SOLE   42,885 0 0
BLOCK INC CL A 852234103 917 16,677 SH   SOLE   16,677 0 0
BRF SA SPONSORED ADR 10552T107 221 94,442 SH   SOLE   94,442 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 647 18,239 SH   SOLE   18,239 0 0
BROOKFIELD ASSET MANAGEMENT INC CL A LTD VT SH 112585104 2,460 60,166 SH   SOLE   60,166 0 0
CAMECO CORP COM 13321L108 573 21,614 SH   SOLE   21,614 0 0
CANADIAN PAC RY LTD COM 13645T100 3,978 59,616 SH   SOLE   59,616 0 0
CENOVUS ENERGY INC COM 15135U109 964 62,715 SH   SOLE   62,715 0 0
CNH INDL N V SHS N20944109 256 22,902 SH   SOLE   22,902 0 0
CONSOL ENERGY INC NEW COM 20854L108 2,488 38,688 SH   SOLE   38,688 0 0
COUPANG INC CL A 22266T109 273 16,397 SH   SOLE   16,397 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 1,042 6,324 SH   SOLE   6,324 0 0
DATADOG INC CL A COM 23804L103 1,405 15,828 SH   SOLE   15,828 0 0
DOLLAR GEN CORP NEW COM 256677105 3,349 13,961 SH   SOLE   13,961 0 0
EXPEDIA GROUP INC COM NEW 30212P303 1,533 16,359 SH   SOLE   16,359 0 0
EXXON MOBIL CORP COM 30231G102 3,503 40,119 SH   SOLE   40,119 0 0
GENPACT LIMITED SHS G3922B107 418 9,547 SH   SOLE   9,547 0 0
GLOBAL PMTS INC COM 37940X102 1,979 18,311 SH   SOLE   18,311 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 260 4,445 SH   SOLE   4,445 0 0
IDEXX LABS INC COM 45168D104 595 1,826 SH   SOLE   1,826 0 0
INFOSYS LTD SPONSORED ADR 456788108 309 18,238 SH   SOLE   18,238 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 329 63,669 SH   SOLE   63,669 0 0
JD.COM INC SPON ADR CL A 47215P106 360 7,164 SH   SOLE   7,164 0 0
KE HLDGS INC SPONSORED ADS 482497104 430 24,519 SH   SOLE   24,519 0 0
KKR & CO INC COM 48251W104 2,117 49,241 SH   SOLE   49,241 0 0
LAM RESEARCH CORP COM 512807108 423 1,155 SH   SOLE   1,155 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120 1,925 116,654 SH   SOLE   116,654 0 0
MASCO CORP COM 574599106 2,219 47,532 SH   SOLE   47,532 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,478 8,716 SH   SOLE   8,716 0 0
MERCADOLIBRE INC COM 58733R102 281 339 SH   SOLE   339 0 0
META PLATFORMS INC CL A 30303M102 2,213 16,313 SH   SOLE   16,313 0 0
MICROSOFT CORP COM 594918104 3,469 14,894 SH   SOLE   14,894 0 0
MOODYS CORP COM 615369105 2,589 10,651 SH   SOLE   10,651 0 0
NOVO-NORDISK A S ADR 670100205 833 8,362 SH   SOLE   8,362 0 0
OTIS WORLDWIDE CORP COM 68902V107 694 10,879 SH   SOLE   10,879 0 0
PAYPAL HLDGS INC COM 70450Y103 2,069 24,035 SH   SOLE   24,035 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 430 34,829 SH   SOLE   34,829 0 0
PHILIP MORRIS INTL INC COM 718172109 2,755 33,192 SH   SOLE   33,192 0 0
PROCTER AND GAMBLE CO COM 742718109 2,807 22,230 SH   SOLE   22,230 0 0
QORVO INC COM 74736K101 2,016 25,381 SH   SOLE   25,381 0 0
S&P GLOBAL INC COM 78409V104 2,664 8,724 SH   SOLE   8,724 0 0
SCHLUMBERGER LTD COM STK 806857108 3,260 90,822 SH   SOLE   90,822 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,690 31,753 SH   SOLE   31,753 0 0
SHATTUCK LABS INC COM 82024L103 122 45,000 SH   SOLE   45,000 0 0
SIGNIFY HEALTH INC CL A COM 82671G100 228 7,808 SH   SOLE   7,808 0 0
SNOWFLAKE INC CL A 833445109 1,759 10,350 SH   SOLE   10,350 0 0
STARBUCKS CORP COM 855244109 3,095 36,736 SH   SOLE   36,736 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 428 6,248 SH   SOLE   6,248 0 0
TECK RESOURCES LTD CL B 878742204 2,252 74,041 SH   SOLE   74,041 0 0
T-MOBILE US INC COM 872590104 1,460 10,883 SH   SOLE   10,883 0 0
TRANSDIGM GROUP INC COM 893641100 2,298 4,379 SH   SOLE   4,379 0 0
TURQUOISE HILL RES LTD COM 900435207 826 27,937 SH   SOLE   27,937 0 0
UNILEVER PLC SPON ADR NEW 904767704 619 14,119 SH   SOLE   14,119 0 0
UNION PAC CORP COM 907818108 2,655 13,629 SH   SOLE   13,629 0 0
UNITEDHEALTH GROUP INC COM 91324P102 186,928 370,125 SH   SOLE   370,125 0 0
US BANCORP DEL COM NEW 902973304 784 19,445 SH   SOLE   19,445 0 0
VALE S A SPONSORED ADS 91912E105 386 28,970 SH   SOLE   28,970 0 0
VISA INC COM CL A 92826C839 2,342 13,181 SH   SOLE   13,181 0 0
WALMART INC COM 931142103 3,156 24,336 SH   SOLE   24,336 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 1,910 82,285 SH   SOLE   82,285 0 0
WORKDAY INC CL A 98138H101 1,597 10,489 SH   SOLE   10,489 0 0
YUM CHINA HLDGS INC COM 98850P109 280 5,911 SH   SOLE   5,911 0 0