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
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 226 815 SH   SOLE   815 0 0
ALASKA AIR GROUP INC COM 011659109 2,454 61,264 SH   SOLE   61,264 0 0
ALBEMARLE CORP COM 012653101 847 4,052 SH   SOLE   4,052 0 0
ALBERTSONS COS INC COMMON STOCK 013091103 968 36,245 SH   SOLE   36,245 0 0
ALPHABET INC CAP STK CL C 02079K107 807 369 SH   SOLE   369 0 0
ALPHABET INC CAP STK CL A 02079K305 1,277 586 SH   SOLE   586 0 0
AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 3,071 150,330 SH   SOLE   150,330 0 0
AMERICAN TOWER CORP NEW COM 03027X100 271 1,060 SH   SOLE   1,060 0 0
AMGEN INC COM 031162100 797 3,274 SH   SOLE   3,274 0 0
ANALOG DEVICES INC COM 032654105 1,940 13,280 SH   SOLE   13,280 0 0
APPLE INC COM 037833100 10,299 75,327 SH   SOLE   75,327 0 0
ARCHER DANIELS MIDLAND CO COM 039483102 2,813 36,248 SH   SOLE   36,248 0 0
ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 2,818 418,073 SH   SOLE   418,073 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 269 24,425 SH   SOLE   24,425 0 0
AUTOLIV INC COM 052800109 1,172 16,370 SH   SOLE   16,370 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 516 2,457 SH   SOLE   2,457 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9,731 35,641 SH   SOLE   35,641 0 0
BHP GROUP LTD SPONSORED ADS 088606108 503 8,962 SH   SOLE   8,962 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101 586 9,397 SH   SOLE   9,397 0 0
BOSTON PROPERTIES INC COM 101121101 2,299 25,842 SH   SOLE   25,842 0 0
BP PLC SPONSORED ADR 055622104 347 12,225 SH   SOLE   12,225 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 805 10,458 SH   SOLE   10,458 0 0
BUNGE LIMITED COM G16962105 3,396 37,450 SH   SOLE   37,450 0 0
CAMECO CORP COM 13321L108 4,579 217,859 SH   SOLE   217,859 0 0
CBRE GROUP INC CL A 12504L109 1,956 26,568 SH   SOLE   26,568 0 0
CHENIERE ENERGY INC COM NEW 16411R208 4,296 32,290 SH   SOLE   32,290 0 0
CHUBB LIMITED COM H1467J104 666 3,386 SH   SOLE   3,386 0 0
COLGATE PALMOLIVE CO COM 194162103 220 2,740 SH   SOLE   2,740 0 0
COMCAST CORP NEW CL A 20030N101 2,536 64,625 SH   SOLE   64,625 0 0
CONOCOPHILLIPS COM 20825C104 3,993 44,459 SH   SOLE   44,459 0 0
CONSTELLATION ENERGY CORP COM 21037T109 6,722 117,395 SH   SOLE   117,395 0 0
CUMMINS INC COM 231021106 248 1,284 SH   SOLE   1,284 0 0
EMBRAER S.A. SPONSORED ADS 29082A107 2,496 284,315 SH   SOLE   284,315 0 0
ENPHASE ENERGY INC COM 29355A107 902 4,620 SH   SOLE   4,620 0 0
EQUITABLE HLDGS INC COM 29452E101 2,314 88,755 SH   SOLE   88,755 0 0
FIRST SOLAR INC COM 336433107 259 3,795 SH   SOLE   3,795 0 0
FLUOR CORP NEW COM 343412102 5,496 225,795 SH   SOLE   225,795 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,099 10,434 SH   SOLE   10,434 0 0
HASBRO INC COM 418056107 3,606 44,035 SH   SOLE   44,035 0 0
HONDA MOTOR LTD AMERN SHS 438128308 256 10,595 SH   SOLE   10,595 0 0
HSBC HLDGS PLC SPON ADR NEW 404280406 410 12,565 SH   SOLE   12,565 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 4,741 33,576 SH   SOLE   33,576 0 0
IRON MTN INC NEW COM 46284V101 3,609 74,127 SH   SOLE   74,127 0 0
JACOBS ENGR GROUP INC COM 469814107 3,839 30,198 SH   SOLE   30,198 0 0
JBG SMITH PPTYS COM 46590V100 3,095 130,940 SH   SOLE   130,940 0 0
JOHNSON & JOHNSON COM 478160104 487 2,741 SH   SOLE   2,741 0 0
KKR & CO INC COM 48251W104 2,424 52,370 SH   SOLE   52,370 0 0
LAM RESEARCH CORP COM 512807108 2,495 5,854 SH   SOLE   5,854 0 0
LENNAR CORP CL A 526057104 2,809 39,803 SH   SOLE   39,803 0 0
LILLY ELI & CO COM 532457108 371 1,145 SH   SOLE   1,145 0 0
LIVENT CORP COM 53814L108 381 16,810 SH   SOLE   16,810 0 0
MERCK & CO INC COM 58933Y105 345 3,783 SH   SOLE   3,783 0 0
META PLATFORMS INC CL A 30303M102 2,059 12,770 SH   SOLE   12,770 0 0
MICROSOFT CORP COM 594918104 4,582 17,841 SH   SOLE   17,841 0 0
MONDELEZ INTL INC CL A 609207105 5,242 84,430 SH   SOLE   84,430 0 0
NATIONAL GRID PLC SPONSORED ADR NE 636274409 345 5,332 SH   SOLE   5,332 0 0
NETFLIX INC COM 64110L106 1,245 7,120 SH   SOLE   7,120 0 0
NORTHROP GRUMMAN CORP COM 666807102 2,409 5,033 SH   SOLE   5,033 0 0
NOVARTIS AG SPONSORED ADR 66987V109 436 5,160 SH   SOLE   5,160 0 0
NRG ENERGY INC COM NEW 629377508 4,078 106,845 SH   SOLE   106,845 0 0
NXP SEMICONDUCTORS N V COM N6596X109 2,300 15,539 SH   SOLE   15,539 0 0
PAYPAL HLDGS INC COM 70450Y103 552 7,905 SH   SOLE   7,905 0 0
PFIZER INC COM 717081103 330 6,297 SH   SOLE   6,297 0 0
REALTY INCOME CORP COM 756109104 208 3,045 SH   SOLE   3,045 0 0
SAP SE SPON ADR 803054204 212 2,340 SH   SOLE   2,340 0 0
SCHWAB STRATEGIC TR US TIPS ETF 808524870 4,076 73,040 SH   SOLE   73,040 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307 3,625 44,336 SH   SOLE   44,336 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 504 1,336 SH   SOLE   1,336 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104 251 13,600 SH   SOLE   13,600 0 0
SUZANO S A SPON ADS 86959K105 2,891 304,995 SH   SOLE   304,995 0 0
TARGET CORP COM 87612E106 3,919 27,746 SH   SOLE   27,746 0 0
TELEFONICA BRASIL SA NEW ADR 87936R205 169 18,670 SH   SOLE   18,670 0 0
TELEFONICA S A SPONSORED ADR 879382208 198 38,559 SH   SOLE   38,559 0 0
TESLA INC COM 88160R101 704 1,045 SH   SOLE   1,045 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 207 3,935 SH   SOLE   3,935 0 0
TOYOTA MOTOR CORP ADS 892331307 276 1,790 SH   SOLE   1,790 0 0
UBS GROUP AG SHS H42097107 334 20,600 SH   SOLE   20,600 0 0
V F CORP COM 918204108 1,321 29,915 SH   SOLE   29,915 0 0
VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 166 10,632 SH   SOLE   10,632 0 0