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
ACADEMY SPORTS & OUTDOORS IN COM 00402L107   675,400 10,000 SH   OTR   10,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   861,084 11,900 SH   OTR   11,900 0 0
ALTA EQUIPMENT GROUP INC COMMON STOCK 02128L106   2,849,000 220,000 SH   OTR   220,000 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   6,986,304 374,400 SH   OTR   374,400 0 0
ASBURY AUTOMOTIVE GROUP INC COM 043436104   1,768,350 7,500 SH   OTR   7,500 0 0
BAIDU INC SPON ADR REP A 056752108   1,404,330 13,339 SH   OTR   13,339 0 0
BANCO SANTANDER CHILE NEW SP ADR REP COM 05965X109   609,178 30,720 SH   OTR   30,720 0 0
BLUELINX HLDGS INC COM NEW 09624H208   3,256,000 25,000 SH   OTR   25,000 0 0
CEMEX SAB DE CV SPON ADR NEW 151290889   5,033,887 558,700 SH   OTR   558,700 0 0
CROCS INC COM 227046109   2,876,000 20,000 SH   OTR   20,000 0 0
DADA NEXUS LTD ADS 23344D108   411,845 200,900 SH   OTR   200,900 0 0
EMBRAER S.A. SPONSORED ADS 29082A107   1,165,500 43,750 SH   OTR   43,750 0 0
EURONET WORLDWIDE INC COM 298736109   3,297,900 30,000 SH   OTR   30,000 0 0
EXTREME NETWORKS COM 30226D106   980,900 85,000 SH   OTR   85,000 0 0
FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106   9,275,224 71,200 SH   OTR   71,200 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   2,937,080 404,000 SH   OTR   404,000 0 0
GRIFFON CORP COM 398433102   4,767,100 65,000 SH   OTR   65,000 0 0
GRUPO AEROPORTUARIO DEL CENT SPON ADR 400501102   1,051,897 13,300 SH   OTR   13,300 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADR B 400506101   2,341,490 14,350 SH   OTR   14,350 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   2,662,328 68,794 SH   OTR   68,794 0 0
INTERNATIONAL MNY EXPRESS IN COM 46005L101   1,369,800 60,000 SH   OTR   60,000 0 0
I3 VERTICALS INC COM CL A 46571Y107   686,700 30,000 SH   OTR   30,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   946,620 54,000 SH   OTR   54,000 0 0
KASPI KZ JSC SPONSORED ADS 48581R205   2,876,648 22,362 SH   OTR   22,362 0 0
LATHAM GROUP INC COM 51819L107   396,000 100,000 SH   OTR   100,000 0 0
LEGACY HOUSING CORP COM 52472M101   1,042,128 48,426 SH   OTR   48,426 0 0
MERCADOLIBRE INC COM 58733R102   5,051,458 3,341 SH   OTR   3,341 0 0
NETEASE INC SPONSORED ADS 64110W102   320,757 3,100 SH   OTR   3,100 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,813,041 88,441 SH   OTR   88,441 0 0
PAR TECHNOLOGY CORP COM 698884103   2,041,200 45,000 SH   OTR   45,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   4,382,625 37,700 SH   OTR   37,700 0 0
RENTOKIL INITIAL PLC SPONSORED ADR 760125104   3,655,989 121,260 SH   OTR   121,260 0 0
R1 RCM INC COM 77634L105   4,830,000 375,000 SH   OTR   375,000 0 0
SKYLINE CHAMPION CORPORATION COM 830830105   1,275,150 15,000 SH   OTR   15,000 0 0
SOLARWINDS CORP COM NEW 83417Q204   2,524,000 200,000 SH   OTR   200,000 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204   1,364,587 90,370 SH   OTR   90,370 0 0
TRIP COM GROUP LTD ADS 89677Q107   3,095,606 70,531 SH   OTR   70,531 0 0
VALE S A SPONSORED ADS 91912E105   1,310,705 107,523 SH   OTR   107,523 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   2,339,922 141,385 SH   OTR   141,385 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   646,894 15,633 SH   OTR   15,633 0 0
XPONENTIAL FITNESS INC COM CL A 98422X101   2,894,500 175,000 SH   OTR   175,000 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   1,987,920 100,400 SH   OTR   100,400 0 0