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
ALPHA METALLURGICAL RESOUR I COM 020764106   300,121 1,826 SH   SOLE   1,826 0 0
ALTRIA GROUP INC COM 02209S103   302,060 6,668 SH   SOLE   6,668 0 0
AMN HEALTHCARE SVCS INC COM 001744101   354,313 3,247 SH   SOLE   3,247 0 0
ARCH RESOURCES INC CL A 03940R107   275,924 2,447 SH   SOLE   2,447 0 0
ATKORE INC COM 047649108   343,848 2,205 SH   SOLE   2,205 0 0
BATH & BODY WORKS INC COM 070830104   194,888 5,197 SH   SOLE   5,197 0 0
BLOCK H & R INC COM 093671105   282,687 8,870 SH   SOLE   8,870 0 0
BOISE CASCADE CO DEL COM 09739D100   313,334 3,468 SH   SOLE   3,468 0 0
BUCKLE INC COM 118440106   316,279 9,141 SH   SOLE   7,494 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   538,832 3,962 SH   SOLE   3,962 0 0
CF INDS HLDGS INC COM 125269100   221,936 3,197 SH   SOLE   3,197 0 0
CROCS INC COM 227046109   397,026 3,531 SH   SOLE   3,531 0 0
DICKS SPORTING GOODS INC COM 253393102   275,484 2,084 SH   SOLE   2,084 0 0
DILLARDS INC CL A 254067101   311,271 954 SH   SOLE   954 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   337,445 26,118 SH   SOLE   26,118 0 0
EMBECTA CORP COMMON STOCK 29082K105   1,555 72 SH   SOLE   72 0 0
ENCORE WIRE CORP COM 292562105   407,373 2,191 SH   SOLE   2,191 0 0
EXPEDITORS INTL WASH INC COM 302130109   316,755 2,615 SH   SOLE   2,615 0 0
FOX CORP CL A COM 35137L105   307,292 9,038 SH   SOLE   9,038 0 0
GILEAD SCIENCES INC COM 375558103   87,166 1,131 SH   SOLE   1,131 0 0
GOLUB CAP BDC INC COM 38173M102   2,116,436 156,773 SH   SOLE   156,773 0 0
GRAFTECH INTL LTD COM 384313508   206,267 40,926 SH   SOLE   40,926 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   21,278,852 305,292 SH   SOLE   305,292 0 0
HP INC COM 40434L105   312,413 10,173 SH   SOLE   10,173 0 0
ICICI BANK LIMITED ADR 45104G104   25,746,132 1,115,517 SH   SOLE   1,115,517 0 0
INFOSYS LTD SPONSORED ADR 456788108   5,417,936 337,146 SH   SOLE   337,146 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   285,876 26,868 SH   SOLE   26,868 0 0
ISHARES INC MSCI CDA ETF 464286509   2,605,845 74,474 SH   SOLE   74,474 0 0
ISHARES INC MSCI MEXICO ETF 464286822   3,404,666 54,755 SH   SOLE   54,755 0 0
ISHARES INC MSCI SWITZERLAND 464286749   7,343,000 158,905 SH   SOLE   158,905 0 0
ISHARES INC MSCI STH KOR ETF 464286772   1,642,556 25,916 SH   SOLE   25,916 0 0
ISHARES INC MSCI GERMANY ETF 464286806   5,795,596 202,856 SH   SOLE   202,856 0 0
ISHARES TR CORE S&P 500 ETF 464287200   15,875,745 35,619 SH   SOLE   35,619 0 0
ISHARES TR MSCI EMG MKT ETF 464287234   4,069,260 102,863 SH   SOLE   102,863 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   2,889,711 27,775 SH   SOLE   27,775 0 0
ISHARES TR US AER DEF ETF 464288760   973,494 8,344 SH   SOLE   8,344 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780   5,135,618 277,451 SH   SOLE   277,451 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   279,912 4,522 SH   SOLE   4,522 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   13,278,636 282,404 SH   SOLE   282,404 0 0
ISHARES TR MSCI UK ETF NEW 46435G334   855,690 26,451 SH   SOLE   26,451 0 0
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217   5,151,681 99,955 SH   SOLE   99,955 0 0
KORN FERRY COM NEW 500643200   300,014 6,056 SH   SOLE   6,056 0 0
LOUISIANA PAC CORP COM 546347105   267,754 3,571 SH   SOLE   3,571 0 0
MALIBU BOATS INC COM CL A 56117J100   290,895 4,959 SH   SOLE   4,959 0 0
MANPOWERGROUP INC WIS COM 56418H100   253,048 3,187 SH   SOLE   3,187 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   163,579 13,160 SH   SOLE   13,160 0 0
PEDIATRIX MEDICAL GROUP INC COM 58502B106   184,289 12,969 SH   SOLE   12,969 0 0
MODERNA INC COM 60770K107   296,096 2,437 SH   SOLE   2,437 0 0
MUELLER INDS INC COM 624756102   475,676 5,450 SH   SOLE   5,450 0 0
NUCOR CORP COM 670346105   147,746 901 SH   SOLE   901 0 0
OMNICOM GROUP INC COM 681919106   151,384 1,591 SH   SOLE   1,591 0 0
OWL ROCK CAPITAL CORPORATION COM 69121K104   1,236,948 92,172 SH   SOLE   92,172 0 0
PFIZER INC COM 717081103   283,390 7,726 SH   SOLE   7,726 0 0
REGENERON PHARMACEUTICALS COM 75886F107   75,447 105 SH   SOLE   105 0 0
ROBERT HALF INTL INC COM 770323103   299,150 3,977 SH   SOLE   3,977 0 0
RYERSON HLDG CORP COM 783754104   271,949 6,269 SH   SOLE   6,269 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   366,978 5,607 SH   SOLE   5,607 0 0
STEEL DYNAMICS INC COM 858119100   145,530 1,336 SH   SOLE   1,336 0 0
SYNAPTICS INC COM 87157D109   61,815 724 SH   SOLE   724 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   3,918,118 38,824 SH   SOLE   38,824 0 0
TEGNA INC COM 87901J105   186,257 11,469 SH   SOLE   11,469 0 0
TEMPUR SEALY INTL INC COM 88023U101   110,994 2,770 SH   SOLE   2,770 0 0
THOR INDS INC COM 885160101   225,630 2,180 SH   SOLE   2,180 0 0
TRINET GROUP INC COM 896288107   313,686 3,303 SH   SOLE   3,303 0 0
UNITED STATES STL CORP NEW COM 912909108   204,307 8,169 SH   SOLE   8,169 0 0
VANECK ETF TRUST INDIA GROWTH LDR 92189F767   194,351 5,300 SH   SOLE   5,300 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   460,193 34,601 SH   SOLE   34,601 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   47,555 1,169 SH   SOLE   1,169 0 0
VECTOR GROUP LTD COM 92240M108   272,520 21,274 SH   SOLE   21,274 0 0
WARRIOR MET COAL INC COM 93627C101   301,785 7,748 SH   SOLE   7,748 0 0
WILLIAMS SONOMA INC COM 969904101   323,111 2,582 SH   SOLE   2,582 0 0
WINNEBAGO INDS INC COM 974637100   212,608 3,188 SH   SOLE   3,188 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   7,348,124 211,153 SH   SOLE   211,153 0 0