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   554,524 2,135 SH   SOLE   2,135 0 0
ALTRIA GROUP INC COM 02209S103   327,612 7,791 SH   SOLE   7,791 0 0
AMN HEALTHCARE SVCS INC COM 001744101   317,892 3,732 SH   SOLE   3,732 0 0
ARCH RESOURCES INC CL A 03940R107   491,501 2,880 SH   SOLE   2,880 0 0
ATKORE INC COM 047649108   377,898 2,533 SH   SOLE   2,533 0 0
BLOCK H & R INC COM 093671105   447,824 10,400 SH   SOLE   10,400 0 0
BOISE CASCADE CO DEL COM 09739D100   410,820 3,987 SH   SOLE   3,987 0 0
BUCKLE INC COM 118440106   353,767 10,595 SH   SOLE   10,595 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   505,803 4,063 SH   SOLE   4,063 0 0
CF INDS HLDGS INC COM 125269100   328,727 3,834 SH   SOLE   3,834 0 0
CROCS INC COM 227046109   321,687 3,646 SH   SOLE   3,646 0 0
DECKERS OUTDOOR CORP COM 243537107   859,044 1,671 SH   SOLE   1,671 0 0
DELL TECHNOLOGIES INC CL C 24703L202   13,849 201 SH   SOLE   201 0 0
DILLARDS INC CL A 254067101   367,861 1,112 SH   SOLE   1,112 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   400,828 27,138 SH   SOLE   27,138 0 0
ENCORE WIRE CORP COM 292562105   458,522 2,513 SH   SOLE   2,513 0 0
EXPEDITORS INTL WASH INC COM 302130109   346,870 3,026 SH   SOLE   3,026 0 0
FOX CORP CL A COM 35137L105   330,158 10,582 SH   SOLE   10,582 0 0
GOLUB CAP BDC INC COM 38173M102   2,384,462 162,540 SH   SOLE   162,540 0 0
GRAFTECH INTL LTD COM 384313508   33,241 8,679 SH   SOLE   8,679 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   10,094,015 171,056 SH   SOLE   171,056 0 0
HP INC COM 40434L105   301,461 11,730 SH   SOLE   11,730 0 0
ICICI BANK LIMITED ADR 45104G104   22,956,241 992,917 SH   SOLE   992,917 0 0
INFOSYS LTD SPONSORED ADR 456788108   5,761,245 336,718 SH   SOLE   336,718 0 0
INTERDIGITAL INC COM 45867G101   130,550 1,627 SH   SOLE   1,627 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   305,319 31,705 SH   SOLE   31,705 0 0
ISHARES INC MSCI CDA ETF 464286509   2,491,900 74,474 SH   SOLE   74,474 0 0
ISHARES INC MSCI GERMANY ETF 464286806   4,930,971 188,205 SH   SOLE   188,205 0 0
ISHARES INC MSCI SWITZERLAND 464286749   7,030,629 161,364 SH   SOLE   161,364 0 0
ISHARES INC MSCI STH KOR ETF 464286772   1,663,699 28,227 SH   SOLE   28,227 0 0
ISHARES TR CORE S&P500 ETF 464287200   15,295,867 35,619 SH   SOLE   35,619 0 0
ISHARES TR SHRT NAT MUN ETF 464288158   495,991 4,822 SH   SOLE   4,822 0 0
ISHARES TR US AER DEF ETF 464288760   915,475 8,639 SH   SOLE   8,639 0 0
ISHARES INC MSCI SINGPOR ETF 46434G780   5,165,066 281,475 SH   SOLE   281,475 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   272,631 4,522 SH   SOLE   4,522 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   7,733,256 173,586 SH   SOLE   173,586 0 0
ISHARES TR MSCI UK ETF NEW 46435G334   836,910 26,451 SH   SOLE   26,451 0 0
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 46641Q217   5,021,739 99,955 SH   SOLE   99,955 0 0
JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106   136,917 12,796 SH   SOLE   12,796 0 0
KORN FERRY COM NEW 500643200   333,266 7,025 SH   SOLE   7,025 0 0
LIBERTY MEDIA CORP DEL COM LBTY SRM S C 531229789   146,522 5,755 SH   SOLE   5,755 0 0
LOUISIANA PAC CORP COM 546347105   197,369 3,571 SH   SOLE   3,571 0 0
MALIBU BOATS INC COM CL A 56117J100   286,522 5,845 SH   SOLE   5,845 0 0
MANPOWERGROUP INC WIS COM 56418H100   246,135 3,357 SH   SOLE   3,357 0 0
MEDIFAST INC COM 58470H101   176,571 2,359 SH   SOLE   2,359 0 0
MODERNA INC COM 60770K107   295,409 2,860 SH   SOLE   2,860 0 0
MUELLER INDS INC COM 624756102   421,798 5,612 SH   SOLE   5,612 0 0
OMNICOM GROUP INC COM 681919106   245,114 3,291 SH   SOLE   3,291 0 0
PFIZER INC COM 717081103   302,436 9,115 SH   SOLE   9,115 0 0
ROBERT HALF INC. COM 770323103   304,383 4,152 SH   SOLE   4,152 0 0
RYERSON HLDG CORP COM 783754104   182,365 6,269 SH   SOLE   6,269 0 0
SIRIUS XM HOLDINGS INC COM 82968B103   290,830 64,343 SH   SOLE   64,343 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   121,705 1,910 SH   SOLE   1,910 0 0
TEGNA INC COM 87901J105   167,103 11,469 SH   SOLE   11,469 0 0
THOR INDS INC COM 885160101   207,383 2,180 SH   SOLE   2,180 0 0
TRINET GROUP INC COM 896288107   446,002 3,829 SH   SOLE   3,829 0 0
VANECK ETF TRUST INDIA GROWTH LDR 92189F767   204,891 5,300 SH   SOLE   5,300 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817   468,498 34,601 SH   SOLE   34,601 0 0
VECTOR GROUP LTD COM 92240M108   268,298 25,216 SH   SOLE   25,216 0 0
WARRIOR MET COAL INC COM 93627C101   459,414 8,994 SH   SOLE   8,994 0 0
WILLIAMS SONOMA INC COM 969904101   460,916 2,966 SH   SOLE   2,966 0 0
WINNEBAGO INDS INC COM 974637100   189,527 3,188 SH   SOLE   3,188 0 0
WISDOMTREE TR INDIA ERNGS FD 97717W422   7,761,984 211,153 SH   SOLE   211,153 0 0