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   402,744 49,783 SH   SOLE   49,783 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   477,078 4,669 SH   SOLE   4,669 0 0
ALPHABET INC CAP STK CL C 02079K107   4,808,544 46,236 SH   SOLE   46,236 0 0
AMAZON COM INC COM 023135106   3,968,195 38,418 SH   SOLE   38,418 0 0
ARCH CAP GROUP LTD ORD G0450A105   621,893 9,163 SH   SOLE   9,163 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   700,451 1,029 SH   SOLE   1,029 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   563,054 8,112 SH   SOLE   8,112 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   3,920,292 17,609 SH   SOLE   17,609 0 0
AXALTA COATING SYS LTD COM G0750C108   2,385,398 78,752 SH   SOLE   78,752 0 0
BATH & BODY WORKS INC COM 070830104   1,474,140 40,299 SH   SOLE   40,299 0 0
BRF SA SPONSORED ADR 10552T107   205,495 160,543 SH   SOLE   160,543 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   752,999 21,441 SH   SOLE   21,441 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   2,101,512 64,483 SH   SOLE   64,483 0 0
CANADIAN PAC RY LTD COM 13645T100   4,143,210 53,850 SH   SOLE   53,850 0 0
CENOVUS ENERGY INC COM 15135U109   2,336,063 133,795 SH   SOLE   133,795 0 0
CNH INDL N V SHS N20944109   352,309 23,072 SH   SOLE   23,072 0 0
CONSOL ENERGY INC NEW COM 20854L108   2,086,508 35,808 SH   SOLE   35,808 0 0
COUPANG INC CL A 22266T109   271,328 16,958 SH   SOLE   16,958 0 0
DATADOG INC CL A COM 23804L103   1,041,000 14,327 SH   SOLE   14,327 0 0
DOLLAR GEN CORP NEW COM 256677105   2,701,088 12,834 SH   SOLE   12,834 0 0
EXPEDIA GROUP INC COM NEW 30212P303   1,492,127 15,378 SH   SOLE   15,378 0 0
EXXON MOBIL CORP COM 30231G102   3,782,826 34,496 SH   SOLE   34,496 0 0
FISERV INC COM 337738108   3,628,489 32,102 SH   SOLE   32,102 0 0
GENPACT LIMITED SHS G3922B107   443,804 9,602 SH   SOLE   9,602 0 0
GLOBAL PMTS INC COM 37940X102   2,378,786 22,603 SH   SOLE   22,603 0 0
GOLAR LNG LTD SHS G9456A100   421,070 19,494 SH   SOLE   19,494 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   605,621 12,002 SH   SOLE   12,002 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   629,765 9,446 SH   SOLE   9,446 0 0
ICICI BANK LIMITED ADR 45104G104   332,267 15,397 SH   SOLE   15,397 0 0
IDEXX LABS INC COM 45168D104   715,614 1,431 SH   SOLE   1,431 0 0
INTUIT COM 461202103   1,561,297 3,502 SH   SOLE   3,502 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   322,803 2,602 SH   SOLE   2,602 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   312,298 64,127 SH   SOLE   64,127 0 0
JD.COM INC SPON ADR CL A 47215P106   415,156 9,459 SH   SOLE   9,459 0 0
KE HLDGS INC SPONSORED ADS 482497104   327,100 17,362 SH   SOLE   17,362 0 0
LAM RESEARCH CORP COM 512807108   615,999 1,162 SH   SOLE   1,162 0 0
LAUDER ESTEE COS INC CL A 518439104   369,690 1,500 SH   SOLE   1,500 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   2,219,545 108,908 SH   SOLE   108,908 0 0
MASCO CORP COM 574599106   2,154,457 43,332 SH   SOLE   43,332 0 0
MASIMO CORP COM 574795100   3,021,473 16,373 SH   SOLE   16,373 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,090,548 8,504 SH   SOLE   8,504 0 0
MERCADOLIBRE INC COM 58733R102   296,564 225 SH   SOLE   225 0 0
META PLATFORMS INC CL A 30303M102   3,132,261 14,779 SH   SOLE   14,779 0 0
MICROSOFT CORP COM 594918104   4,162,110 14,437 SH   SOLE   14,437 0 0
MOODYS CORP COM 615369105   2,822,802 9,224 SH   SOLE   9,224 0 0
NETFLIX INC COM 64110L106   2,750,712 7,962 SH   SOLE   7,962 0 0
NEW YORK TIMES CO CL A 650111107   2,422,119 62,297 SH   SOLE   62,297 0 0
NIKE INC CL B 654106103   2,895,530 23,610 SH   SOLE   23,610 0 0
NOVARTIS AG SPONSORED ADR 66987V109   577,944 6,282 SH   SOLE   6,282 0 0
NOVO-NORDISK A S ADR 670100205   704,195 4,425 SH   SOLE   4,425 0 0
NVIDIA CORPORATION COM 67066G104   1,378,018 4,961 SH   SOLE   4,961 0 0
OTIS WORLDWIDE CORP COM 68902V107   749,219 8,877 SH   SOLE   8,877 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   507,524 48,660 SH   SOLE   48,660 0 0
PHILIP MORRIS INTL INC COM 718172109   3,871,595 39,811 SH   SOLE   39,811 0 0
RIO TINTO PLC SPONSORED ADR 767204100   559,674 8,159 SH   SOLE   8,159 0 0
S&P GLOBAL INC COM 78409V104   2,732,884 7,927 SH   SOLE   7,927 0 0
SCHLUMBERGER LTD COM STK 806857108   3,640,404 74,143 SH   SOLE   74,143 0 0
SCHWAB CHARLES CORP COM 808513105   2,660,132 50,785 SH   SOLE   50,785 0 0
SEA LTD SPONSORD ADS 81141R100   602,215 6,958 SH   SOLE   6,958 0 0
SERVICENOW INC COM 81762P102   1,439,238 3,097 SH   SOLE   3,097 0 0
SHATTUCK LABS INC COM 82024L103   132,300 45,000 SH   SOLE   45,000 0 0
SNOWFLAKE INC CL A 833445109   1,690,401 10,956 SH   SOLE   10,956 0 0
SOUTHWESTERN ENERGY CO COM 845467109   93,142 18,628 SH   SOLE   18,628 0 0
STARBUCKS CORP COM 855244109   3,905,972 37,511 SH   SOLE   37,511 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   578,398 6,218 SH   SOLE   6,218 0 0
TECK RESOURCES LTD CL B 878742204   2,414,879 66,161 SH   SOLE   66,161 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   721,872 12,225 SH   SOLE   12,225 0 0
TRANSDIGM GROUP INC COM 893641100   2,415,304 3,277 SH   SOLE   3,277 0 0
UNION PAC CORP COM 907818108   3,513,288 17,456 SH   SOLE   17,456 0 0
UNITEDHEALTH GROUP INC COM 91324P102   175,966,060 372,344 SH   SOLE   372,344 0 0
VALE S A SPONSORED ADS 91912E105   479,818 30,407 SH   SOLE   30,407 0 0
VISA INC COM CL A 92826C839   2,938,924 13,035 SH   SOLE   13,035 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   1,746,893 52,349 SH   SOLE   52,349 0 0
WORKDAY INC CL A 98138H101   1,468,912 7,112 SH   SOLE   7,112 0 0
XP INC CL A G98239109   194,288 16,368 SH   SOLE   16,368 0 0
YUM CHINA HLDGS INC COM 98850P109   377,361 5,953 SH   SOLE   5,953 0 0