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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
ALPHABET INC CAP STK CL A 02079K305   3,786,000 20,000 SH   SOLE 0 20,000 0 0
AMBEV SA SPONSORED ADR 02319V103   7,610,900 4,114,000 SH   SOLE 0 4,114,000 0 0
BANCOLOMBIA S A SPON ADR PREF 05968L102   8,283,979 262,900 SH   SOLE 0 262,900 0 0
GRAVITY CO LTD SPONSORED ADS NE 38911N206   5,663,744 89,744 SH   SOLE 0 89,744 0 0
KROGER CO COM 501044101   9,539,400 156,000 SH   SOLE 0 156,000 0 0
MATTEL INC COM 577081102   13,120,200 740,000 SH   SOLE 0 740,000 0 0
MOLSON COORS BEVERAGE CO CL B 60871R209   9,420,026 164,341 SH   SOLE 0 164,341 0 0
MOSAIC CO NEW COM 61945C103   6,390,800 260,000 SH   SOLE 0 260,000 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101   13,331,840 1,126,000 SH   SOLE 0 1,126,000 0 0
SALLY BEAUTY HLDGS INC COM 79546E104   8,516,750 815,000 SH   SOLE 0 815,000 0 0
SKECHERS U S A INC CL A 830566105   10,153,240 151,000 SH   SOLE 0 151,000 0 0
SUZANO S A SPON ADS 86959K105   8,022,144 792,702 SH   SOLE 0 792,702 0 0
TRAVEL PLUS LEISURE CO COM 894164102   1,784,063 35,363 SH   SOLE 0 35,363 0 0
VIATRIS INC COM 92556V106   2,272,125 182,500 SH   SOLE 0 182,500 0 0