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
AerCap Holdings NV Common Stock N00985106 638 15,600 SH   SOLE   0 0 15,600
Air Lease Corp Common Stock 00912X302 651 19,500 SH   SOLE   0 0 19,500
Alaska Air Group Inc Common Stock 011659109 636 15,900 SH   SOLE   0 0 15,900
Albertsons Cos Inc Common Stock 013091103 625 23,400 SH   SOLE   0 0 23,400
Ally Financial Inc Common Stock 02005N100 603 18,000 SH   SOLE   0 0 18,000
Alphabet Inc Common Stock 02079K305 675 310 SH   SOLE   0 0 310
Amazon.com Inc Common Stock 023135106 637 6,000 SH   SOLE   0 0 6,000
American International Group I Common Stock 026874784 654 12,800 SH   SOLE   0 0 12,800
Block Inc Common Stock 852234103 669 10,900 SH   SOLE   0 0 10,900
Brighthouse Financial Inc Common Stock 10922N103 602 14,700 SH   SOLE   0 0 14,700
Builders FirstSource Inc Common Stock 12008R107 644 12,000 SH   SOLE   0 0 12,000
Callon Petroleum Co Common Stock 13123X508 540 13,800 SH   SOLE   0 0 13,800
Capital One Financial Corp Common Stock 14040H105 645 6,200 SH   SOLE   0 0 6,200
Clarivate PLC Common Stock G21810109 740 53,400 SH   SOLE   0 0 53,400
Cleveland-Cliffs Inc Common Stock 185899101 499 32,500 SH   SOLE   0 0 32,500
Coty Inc Common Stock 222070203 636 79,500 SH   SOLE   0 0 79,500
CVS Health Corp Common Stock 126650100 741 8,000 SH   SOLE   0 0 8,000
DISH Network Corp Common Stock 25470M109 611 34,100 SH   SOLE   0 0 34,100
Evercore Inc Common Stock 29977A105 645 6,900 SH   SOLE   0 0 6,900
Expedia Group Inc Common Stock 30212P303 531 5,600 SH   SOLE   0 0 5,600
First Trust Water ETF ETP 33733B100 10,359 143,900 SH   SOLE   0 0 143,900
Ford Motor Co Common Stock 345370860 585 52,600 SH   SOLE   0 0 52,600
General Motors Co Common Stock 37045V100 612 19,300 SH   SOLE   0 0 19,300
Goodyear Tire & Rubber Co/The Common Stock 382550101 637 59,500 SH   SOLE   0 0 59,500
Herc Holdings Inc Common Stock 42704L104 549 6,100 SH   SOLE   0 0 6,100
II-VI Inc Common Stock 902104108 519 10,200 SH   SOLE   0 0 10,200
Invesco S&P Global Water Index ETP 46138E263 9,525 215,800 SH   SOLE   0 0 215,800
Invesco Water Resources ETF ETP 46137V142 10,242 221,600 SH   SOLE   0 0 221,600
ironSource Ltd Common Stock M5R75Y101 452 190,000 SH   SOLE   0 0 190,000
iShares Core S&P Small-Cap ETF ETP 464287804 3,964 42,900 SH   SOLE   0 0 42,900
iShares MSCI Australia ETF ETP 464286103 6,489 305,800 SH   SOLE   0 0 305,800
iShares MSCI Canada ETF ETP 464286509 6,648 197,400 SH   SOLE   0 0 197,400
iShares MSCI South Africa ETF ETP 464286780 3,365 79,200 SH   SOLE   0 0 79,200
iShares MSCI Turkey ETF ETP 464286715 3,370 177,300 SH   SOLE   0 0 177,300
iShares MSCI United Kingdom ET ETP 46435G334 6,492 216,700 SH   SOLE   0 0 216,700
iShares S&P 500 Growth ETF ETP 464287309 3,995 66,200 SH   SOLE   0 0 66,200
iShares S&P Small-Cap 600 Grow ETP 464287887 4,002 38,000 SH   SOLE   0 0 38,000
JetBlue Airways Corp Common Stock 477143101 557 66,600 SH   SOLE   0 0 66,600
Knight-Swift Transportation Ho Common Stock 499049104 717 15,500 SH   SOLE   0 0 15,500
Kohl's Corp Common Stock 500255104 588 16,500 SH   SOLE   0 0 16,500
Kraft Heinz Co/The Common Stock 500754106 705 18,500 SH   SOLE   0 0 18,500
Louisiana-Pacific Corp Common Stock 546347105 545 10,400 SH   SOLE   0 0 10,400
Macy's Inc Common Stock 55616P104 551 30,100 SH   SOLE   0 0 30,100
Maravai LifeSciences Holdings Common Stock 56600D107 653 23,000 SH   SOLE   0 0 23,000
Micron Technology Inc Common Stock 595112103 585 10,600 SH   SOLE   0 0 10,600
Mr Cooper Group Inc Common Stock 62482R107 624 17,000 SH   SOLE   0 0 17,000
OneMain Holdings Inc Common Stock 68268W103 598 16,000 SH   SOLE   0 0 16,000
Pagseguro Digital Ltd Common Stock G68707101 515 50,300 SH   SOLE   0 0 50,300
PG&E Corp Common Stock 69331C108 600 60,200 SH   SOLE   0 0 60,200
PVH Corp Common Stock 693656100 563 9,900 SH   SOLE   0 0 9,900
Ryder System Inc Common Stock 783549108 632 8,900 SH   SOLE   0 0 8,900
Stellantis NV Common Stock N82405106 631 51,100 SH   SOLE   0 0 51,100
StoneCo Ltd Common Stock G85158106 602 78,200 SH   SOLE   0 0 78,200
Sunrun Inc Common Stock 86771W105 579 24,800 SH   SOLE   0 0 24,800
Surgery Partners Inc Common Stock 86881A100 546 18,900 SH   SOLE   0 0 18,900
Synchrony Financial Common Stock 87165B103 588 21,300 SH   SOLE   0 0 21,300
TechnipFMC PLC Common Stock G87110105 609 90,500 SH   SOLE   0 0 90,500
Teladoc Health Inc Common Stock 87918A105 577 17,400 SH   SOLE   0 0 17,400
Tyson Foods Inc Common Stock 902494103 679 7,900 SH   SOLE   0 0 7,900
United States Steel Corp Common Stock 912909108 512 28,600 SH   SOLE   0 0 28,600
Universal Health Services Inc Common Stock 913903100 594 5,900 SH   SOLE   0 0 5,900
Valaris Ltd Common Stock G9460G101 566 13,400 SH   SOLE   0 0 13,400
VanEck Russia ETF ETP 92189F403 69 230,500 SH   SOLE   0 0 230,500
Vanguard Energy ETF ETP 92204A306 3,779 38,000 SH   SOLE   0 0 38,000
Vanguard FTSE Emerging Markets ETP 922042858 4,618 110,900 SH   SOLE   0 0 110,900
Vanguard Health Care ETF ETP 92204A504 3,956 16,800 SH   SOLE   0 0 16,800
Vanguard Utilities ETF ETP 92204A876 4,113 27,000 SH   SOLE   0 0 27,000
Vertiv Holdings Co Common Stock 92537N108 471 57,300 SH   SOLE   0 0 57,300
Westrock Co Common Stock 96145D105 661 16,600 SH   SOLE   0 0 16,600