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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   336,309 6,401 SH   SOLE   6,401 0 0
ALPHA METALLURGICAL RESOUR I COM 020764106   215,193 1,470 SH   SOLE   1,470 0 0
ALTRIA GROUP INC COM 02209S103   201,124 4,400 SH   SOLE   4,400 0 0
AMC NETWORKS INC CL A 00164V103   58,042 3,704 SH   SOLE   3,704 0 0
AMN HEALTHCARE SVCS INC COM 001744101   276,483 2,689 SH   SOLE   2,689 0 0
ARCH RESOURCES INC CL A 03940R107   191,481 1,341 SH   SOLE   1,341 0 0
ARES CAPITAL CORP COM 04010L103   743,344 40,246 SH   SOLE   40,246 0 0
ATKORE INC COM 047649108   205,517 1,812 SH   SOLE   1,812 0 0
BARINGS BDC INC COM 06759L103   563,744 69,171 SH   SOLE   69,171 0 0
BATH & BODY WORKS INC COM 070830104   219,002 5,197 SH   SOLE   5,197 0 0
BLOCK H & R INC COM 093671105   130,268 3,568 SH   SOLE   3,568 0 0
BOISE CASCADE CO DEL COM 09739D100   189,667 2,762 SH   SOLE   2,762 0 0
BUCKLE INC COM 118440106   337,858 7,450 SH   SOLE   7,450 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   227,340 3,504 SH   SOLE   3,504 0 0
CF INDS HLDGS INC COM 125269100   150,378 1,765 SH   SOLE   1,765 0 0
COLUMBIA ETF TR II INDIA CONSMR ETF 19762B707   62,987 1,388 SH   SOLE   1,388 0 0
CROCS INC COM 227046109   325,507 3,002 SH   SOLE   3,002 0 0
DICKS SPORTING GOODS INC COM 253393102   255,135 2,121 SH   SOLE   2,121 0 0
DILLARDS INC CL A 254067101   249,834 773 SH   SOLE   773 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   230,016 21,618 SH   SOLE   21,618 0 0
ENCORE WIRE CORP COM 292562105   255,311 1,856 SH   SOLE   1,856 0 0
EXPEDITORS INTL WASH INC COM 302130109   223,844 2,154 SH   SOLE   2,154 0 0
FRONTDOOR INC COM 35905A109   157,206 7,558 SH   SOLE   7,558 0 0
FULGENT GENETICS INC COM 359664109   135,886 4,563 SH   SOLE   4,563 0 0
GILEAD SCIENCES INC COM 375558103   293,521 3,419 SH   SOLE   3,419 0 0
GOLUB CAP BDC INC COM 38173M102   4,127,305 313,625 SH   SOLE   313,625 0 0
GOPRO INC CL A 38268T103   130,307 26,166 SH   SOLE   26,166 0 0
GRAFTECH INTL LTD COM 384313508   193,375 40,625 SH   SOLE   40,625 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   6,977,957 102,002 SH   SOLE   102,002 0 0
HOLOGIC INC COM 436440101   182,686 2,442 SH   SOLE   2,442 0 0
HP INC COM 40434L105   182,985 6,810 SH   SOLE   6,810 0 0
ICICI BANK LIMITED ADR 45104G104   24,418,667 1,115,517 SH   SOLE   1,115,517 0 0
INFOSYS LTD SPONSORED ADR 456788108   6,646,843 369,064 SH   SOLE   369,064 0 0
INNOVIVA INC COM 45781M101   110,028 8,304 SH   SOLE   8,304 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   265,208 21,405 SH   SOLE   21,405 0 0
ISHARES INC MSCI CDA ETF 464286509   2,094,393 63,990 SH   SOLE   63,990 0 0
ISHARES INC MSCI SWITZERLAND 464286749   8,961,615 213,728 SH   SOLE   213,728 0 0
ISHARES INC MSCI SWEDEN ETF 464286756   511,913 15,834 SH   SOLE   15,834 0 0
ISHARES INC MSCI STH KOR ETF 464286772   1,353,656 23,967 SH   SOLE   23,967 0 0
ISHARES INC MSCI GERMANY ETF 464286806   5,190,184 209,874 SH   SOLE   209,874 0 0
ISHARES TR CORE S&P500 ETF 464287200   15,701,510 40,867 SH   SOLE   40,867 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   3,844,197 101,430 SH   SOLE   101,430 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780   4,929,894 262,089 SH   SOLE   262,089 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   627,149 11,520 SH   SOLE   11,520 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   10,346,742 257,638 SH   SOLE   257,638 0 0
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217   4,477,069 99,712 SH   SOLE   99,712 0 0
KORN FERRY COM NEW 500643200   204,555 4,041 SH   SOLE   4,041 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   3,875,687 128,334 SH   SOLE   128,334 0 0
MALIBU BOATS INC COM CL A 56117J100   172,106 3,229 SH   SOLE   3,229 0 0
MANPOWERGROUP INC WIS COM 56418H100   201,618 2,423 SH   SOLE   2,423 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   186,502 13,033 SH   SOLE   13,033 0 0
MATSON INC COM 57686G105   161,276 2,580 SH   SOLE   2,580 0 0
MEDIFAST INC COM 58470H101   135,652 1,176 SH   SOLE   1,176 0 0
MODERNA INC COM 60770K107   288,470 1,606 SH   SOLE   1,606 0 0
MUELLER INDS INC COM 624756102   280,899 4,761 SH   SOLE   4,761 0 0
NUCOR CORP COM 670346105   256,634 1,947 SH   SOLE   1,947 0 0
OMNICOM GROUP INC COM 681919106   259,556 3,182 SH   SOLE   3,182 0 0
ORGANON & CO COMMON STOCK 68622V106   169,814 6,080 SH   SOLE   6,080 0 0
OWL ROCK CAPITAL CORPORATION COM 69121K104   1,072,706 92,875 SH   SOLE   92,875 0 0
PFIZER INC COM 717081103   220,896 4,311 SH   SOLE   4,311 0 0
QUIDELORTHO CORP COM 219798105   179,393 2,094 SH   SOLE   2,094 0 0
REGENERON PHARMACEUTICALS COM 75886F107   222,219 308 SH   SOLE   308 0 0
ROBERT HALF INTL INC COM 770323103   160,063 2,168 SH   SOLE   2,168 0 0
RYERSON HLDG CORP COM 783754104   188,187 6,219 SH   SOLE   6,219 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   241,530 4,689 SH   SOLE   4,689 0 0
STEEL DYNAMICS INC COM 858119100   288,899 2,957 SH   SOLE   2,957 0 0
STURM RUGER & CO INC COM 864159108   134,143 2,650 SH   SOLE   2,650 0 0
SYNAPTICS INC COM 87157D109   68,896 724 SH   SOLE   724 0 0
TEMPUR SEALY INTL INC COM 88023U101   270,383 7,876 SH   SOLE   7,876 0 0
THOR INDS INC COM 885160101   164,568 2,180 SH   SOLE   2,180 0 0
TRINET GROUP INC COM 896288107   181,907 2,683 SH   SOLE   2,683 0 0
UNITED STATES STL CORP NEW COM 912909108   204,633 8,169 SH   SOLE   8,169 0 0
VANECK ETF TRUST INDIA GROWTH LDR 92189F767   202,492 6,200 SH   SOLE   6,200 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   262,955 22,209 SH   SOLE   22,209 0 0
VECTOR GROUP LTD COM 92240M108   198,181 16,710 SH   SOLE   16,710 0 0
VIR BIOTECHNOLOGY INC COM 92764N102   243,887 9,636 SH   SOLE   9,636 0 0
VISTA OUTDOOR INC COM 928377100   112,273 4,607 SH   SOLE   4,607 0 0
WARRIOR MET COAL INC COM 93627C101   177,288 5,118 SH   SOLE   5,118 0 0
WILLIAMS SONOMA INC COM 969904101   242,941 2,114 SH   SOLE   2,114 0 0
WINNEBAGO INDS INC COM 974637100   168,008 3,188 SH   SOLE   3,188 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   5,199,832 159,553 SH   SOLE   159,553 0 0