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 660 15,600 SH   SOLE   0 0 15,600
Affirm Holdings Inc Common Stock 00827B106 542 28,900 SH   SOLE   0 0 28,900
Air Lease Corp Common Stock 00912X302 604 19,500 SH   SOLE   0 0 19,500
Alcoa Corp Common Stock 013872106 518 15,400 SH   SOLE   0 0 15,400
Ally Financial Inc Common Stock 02005N100 642 23,100 SH   SOLE   0 0 23,100
Alphabet Inc Common Stock 02079K305 593 6,200 SH   SOLE   0 0 6,200
American International Group I Common Stock 026874784 607 12,800 SH   SOLE   0 0 12,800
Arrow Electronics Inc Common Stock 042735100 608 6,600 SH   SOLE   0 0 6,600
Beam Therapeutics Inc Common Stock 07373V105 514 10,800 SH   SOLE   0 0 10,800
Brighthouse Financial Inc Common Stock 10922N103 638 14,700 SH   SOLE   0 0 14,700
Builders FirstSource Inc Common Stock 12008R107 695 11,800 SH   SOLE   0 0 11,800
Callon Petroleum Co Common Stock 13123X508 560 16,000 SH   SOLE   0 0 16,000
Capital One Financial Corp Common Stock 14040H105 663 7,200 SH   SOLE   0 0 7,200
Clarivate PLC Common Stock G21810109 588 62,700 SH   SOLE   0 0 62,700
Cleveland-Cliffs Inc Common Stock 185899101 549 40,800 SH   SOLE   0 0 40,800
Coherent Corp Common Stock 19247G107 571 16,400 SH   SOLE   0 0 16,400
Coty Inc Common Stock 222070203 582 92,100 SH   SOLE   0 0 92,100
DISH Network Corp Common Stock 25470M109 518 37,500 SH   SOLE   0 0 37,500
DoorDash Inc Common Stock 25809K105 469 9,500 SH   SOLE   0 0 9,500
DXC Technology Co Common Stock 23355L106 629 25,700 SH   SOLE   0 0 25,700
Envista Holdings Corp Common Stock 29415F104 620 18,900 SH   SOLE   0 0 18,900
First Trust Water ETF ETP 33733B100 10,332 143,900 SH   SOLE   0 0 143,900
Grab Holdings Ltd Common Stock G4124C109 562 214,000 SH   SOLE   0 0 214,000
Hewlett Packard Enterprise Co Common Stock 42824C109 667 55,700 SH   SOLE   0 0 55,700
Invesco S&P Global Water Index ETP 46138E263 8,860 215,800 SH   SOLE   0 0 215,800
Invesco Water Resources ETF ETP 46137V142 10,138 221,600 SH   SOLE   0 0 221,600
iShares MSCI Australia ETF ETP 464286103 9,025 460,000 SH   SOLE   0 0 460,000
iShares MSCI Canada ETF ETP 464286509 8,898 289,300 SH   SOLE   0 0 289,300
iShares MSCI South Africa ETF ETP 464286780 3,704 102,800 SH   SOLE   0 0 102,800
iShares MSCI South Korea ETF ETP 464286772 3,916 82,700 SH   SOLE   0 0 82,700
iShares MSCI United Kingdom ET ETP 46435G334 8,974 342,400 SH   SOLE   0 0 342,400
iShares S&P 100 ETF ETP 464287101 4,290 26,400 SH   SOLE   0 0 26,400
iShares S&P 500 Value ETF ETP 464287408 4,408 34,300 SH   SOLE   0 0 34,300
JetBlue Airways Corp Common Stock 477143101 588 88,700 SH   SOLE   0 0 88,700
Kohl's Corp Common Stock 500255104 626 24,900 SH   SOLE   0 0 24,900
Kraft Heinz Co/The Common Stock 500754106 710 21,300 SH   SOLE   0 0 21,300
Lincoln National Corp Common Stock 534187109 667 15,200 SH   SOLE   0 0 15,200
Macy's Inc Common Stock 55616P104 650 41,500 SH   SOLE   0 0 41,500
Micron Technology Inc Common Stock 595112103 581 11,600 SH   SOLE   0 0 11,600
Mosaic Co/The Common Stock 61945C103 560 11,600 SH   SOLE   0 0 11,600
Mr Cooper Group Inc Common Stock 62482R107 688 17,000 SH   SOLE   0 0 17,000
On Holding AG Common Stock H5919C104 566 35,300 SH   SOLE   0 0 35,300
OneMain Holdings Inc Common Stock 68268W103 572 19,400 SH   SOLE   0 0 19,400
PBF Energy Inc Common Stock 69318G106 773 22,000 SH   SOLE   0 0 22,000
Permian Resources Corp Common Stock 71424F105 601 88,500 SH   SOLE   0 0 88,500
PVH Corp Common Stock 693656100 533 11,900 SH   SOLE   0 0 11,900
Rocket Cos Inc Common Stock 77311W101 587 92,900 SH   SOLE   0 0 92,900
Schwab U.S. Large-Cap Value ET ETP 808524409 4,271 73,000 SH   SOLE   0 0 73,000
Stellantis NV Common Stock N82405106 605 51,100 SH   SOLE   0 0 51,100
StoneCo Ltd Common Stock G85158106 787 82,600 SH   SOLE   0 0 82,600
Synchrony Financial Common Stock 87165B103 600 21,300 SH   SOLE   0 0 21,300
Taylor Morrison Home Corp Common Stock 87724P106 664 28,500 SH   SOLE   0 0 28,500
Teladoc Health Inc Common Stock 87918A105 585 23,100 SH   SOLE   0 0 23,100
Trex Co Inc Common Stock 89531P105 637 14,500 SH   SOLE   0 0 14,500
Tyson Foods Inc Common Stock 902494103 659 10,000 SH   SOLE   0 0 10,000
Under Armour Inc Common Stock 904311107 543 81,700 SH   SOLE   0 0 81,700
United States Steel Corp Common Stock 912909108 607 33,500 SH   SOLE   0 0 33,500
Unity Software Inc Common Stock 91332U101 611 19,200 SH   SOLE   0 0 19,200
Universal Health Services Inc Common Stock 913903100 643 7,300 SH   SOLE   0 0 7,300
VanEck Russia ETF ETP 92189F403 2 230,500 SH   SOLE   0 0 230,500
Vanguard Energy ETF ETP 92204A306 4,774 47,000 SH   SOLE   0 0 47,000
Vanguard Health Care ETF ETP 92204A504 4,585 20,500 SH   SOLE   0 0 20,500
Vanguard Utilities ETF ETP 92204A876 4,353 30,600 SH   SOLE   0 0 30,600
Viatris Inc Common Stock 92556V106 635 74,600 SH   SOLE   0 0 74,600
Western Digital Corp Common Stock 958102105 491 15,100 SH   SOLE   0 0 15,100
Westrock Co Common Stock 96145D105 540 17,500 SH   SOLE   0 0 17,500
ZIM Integrated Shipping Servic Common Stock M9T951109 472 20,100 SH   SOLE   0 0 20,100