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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

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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
ALPHABET INC CAP STK CL C 02079K107   28,259,456 185,600 SH   SOLE   185,600 0 0
AMAZON COM INC COM 023135106   25,704,150 142,500 SH   SOLE   142,500 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   4,920,936 1,720,607 SH   SOLE   1,720,607 0 0
BROADCOM INC COM 11135F101   26,640,741 20,100 SH   SOLE   20,100 0 0
FREYR BATTERY INC COM NEW 35834F104   2,882,737 1,715,915 SH   SOLE   1,715,915 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   23,733,739 3,424,782 SH   SOLE   3,424,782 0 0
JPMORGAN CHASE & CO COM 46625H100   26,339,450 131,500 SH   SOLE   131,500 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   6,201,239 407,708 SH   SOLE   407,708 0 0
SHELL PLC SPON ADS 780259305   16,821,945 250,924 SH   SOLE   250,924 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   22,353,015 164,300 SH   SOLE   164,300 0 0
TECK RESOURCES LTD CL B 878742204   37,842,847 826,624 SH   SOLE   826,624 0 0
V F CORP COM 918204108   5,560,750 362,500 SH   SOLE   362,500 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   37,728,661 3,162,503 SH   SOLE   3,162,503 0 0