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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABERCROMBIE & FITCH CO CL A 002896207   415,970 3,319 SH   SOLE   0 0 3,319
ACUITY BRANDS INC COM 00508Y102   382,672 1,424 SH   SOLE   0 0 1,424
ADOBE INC COM 00724F101   289,640 574 SH   SOLE   0 0 574
ALBERTSONS COS INC COMMON STOCK 013091103   395,096 18,428 SH   SOLE   0 0 18,428
ALLISON TRANSMISSION HLDGS I COM 01973R101   214,506 2,643 SH   SOLE   0 0 2,643
ALLSTATE CORP COM 020002101   347,750 2,010 SH   SOLE   0 0 2,010
ALPHABET INC CAP STK CL A 02079K305   9,263,480 61,376 SH   SOLE   0 0 61,376
ALTAIR ENGR INC COM CL A 021369103   250,869 2,912 SH   SOLE   0 0 2,912
ALTRIA GROUP INC COM 02209S103   266,911 6,119 SH   SOLE   0 0 6,119
ALTSHARES TRUST MERGER ARBITRAGE 02210T108   10,872,000 400,000 SH   SOLE   0 0 400,000
AMAZON COM INC COM 023135106   1,112,945 6,170 SH   SOLE   0 0 6,170
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   408,410 15,836 SH   SOLE   0 0 15,836
AMERICAN ELEC PWR CO INC COM 025537101   306,172 3,556 SH   SOLE   0 0 3,556
APOLLO GLOBAL MGMT INC COM 03769M106   212,755 1,892 SH   SOLE   0 0 1,892
APPFOLIO INC COM CL A 03783C100   341,982 1,386 SH   SOLE   0 0 1,386
APPLE INC COM 037833100   895,469 5,222 SH   SOLE   0 0 5,222
APPLIED INDL TECHNOLOGIES IN COM 03820C105   519,359 2,629 SH   SOLE   0 0 2,629
APPLIED MATLS INC COM 038222105   399,468 1,937 SH   SOLE   0 0 1,937
APTARGROUP INC COM 038336103   217,993 1,515 SH   SOLE   0 0 1,515
ARAMARK COM 03852U106   275,867 8,483 SH   SOLE   0 0 8,483
ARES CAPITAL CORP COM 04010L103   441,176 21,190 SH   SOLE   0 0 21,190
AT&T INC COM 00206R102   275,053 15,628 SH   SOLE   0 0 15,628
AXONICS INC COM 05465P101   24,358,894 353,181 SH   SOLE   0 0 353,181
AZUL S A SPONSR ADR PFD 05501U106   4,210,501 541,892 SH   SOLE   0 0 541,892
BEACON ROOFING SUPPLY INC COM 073685109   448,932 4,580 SH   SOLE   0 0 4,580
BEST BUY INC COM 086516101   462,239 5,635 SH   SOLE   0 0 5,635
BLOCK H & R INC COM 093671105   384,777 7,835 SH   SOLE   0 0 7,835
BOISE CASCADE CO DEL COM 09739D100   945,986 6,168 SH   SOLE   0 0 6,168
BOOKING HOLDINGS INC COM 09857L108   286,603 79 SH   SOLE   0 0 79
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   350,467 2,361 SH   SOLE   0 0 2,361
BOSTON SCIENTIFIC CORP COM 101137107   381,147 5,565 SH   SOLE   0 0 5,565
BOYD GAMING CORP COM 103304101   200,142 2,973 SH   SOLE   0 0 2,973
BRF SA SPONSORED ADR 10552T107   142,002 43,559 SH   SOLE   0 0 43,559
BRIXMOR PPTY GROUP INC COM 11120U105   530,650 22,629 SH   SOLE   0 0 22,629
BUILDERS FIRSTSOURCE INC COM 12008R107   439,832 2,109 SH   SOLE   0 0 2,109
CABOT CORP COM 127055101   218,053 2,365 SH   SOLE   0 0 2,365
CACI INTL INC CL A 127190304   393,604 1,039 SH   SOLE   0 0 1,039
CAPRI HOLDINGS LIMITED SHS G1890L107   18,043,126 398,303 SH   SOLE   0 0 398,303
CARDINAL HEALTH INC COM 14149Y108   401,497 3,588 SH   SOLE   0 0 3,588
CBOE GLOBAL MKTS INC COM 12503M108   412,290 2,244 SH   SOLE   0 0 2,244
CDW CORP COM 12514G108   222,529 870 SH   SOLE   0 0 870
CENCORA INC COM 03073E105   896,633 3,690 SH   SOLE   0 0 3,690
CENTENE CORP DEL COM 15135B101   915,077 11,660 SH   SOLE   0 0 11,660
CENTERPOINT ENERGY INC COM 15189T107   374,330 13,139 SH   SOLE   0 0 13,139
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207   2,709,901 324,539 SH   SOLE   0 0 324,539
CF INDS HLDGS INC COM 125269100   368,204 4,425 SH   SOLE   0 0 4,425
CHARTER COMMUNICATIONS INC N CL A 16119P108   8,049,870 27,698 SH   SOLE   0 0 27,698
CHORD ENERGY CORPORATION COM NEW 674215207   295,700 1,659 SH   SOLE   0 0 1,659
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601   125,264 50,714 SH   SOLE   0 0 50,714
CIENA CORP COM NEW 171779309   237,014 4,793 SH   SOLE   0 0 4,793
CIRRUS LOGIC INC COM 172755100   235,380 2,543 SH   SOLE   0 0 2,543
CISCO SYS INC COM 17275R102   474,045 9,498 SH   SOLE   0 0 9,498
CLEVELAND-CLIFFS INC NEW COM 185899101   218,645 9,615 SH   SOLE   0 0 9,615
CNA FINL CORP COM 126117100   248,584 5,473 SH   SOLE   0 0 5,473
COCA COLA CONS INC COM 191098102   927,665 1,096 SH   SOLE   0 0 1,096
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   531,426 7,251 SH   SOLE   0 0 7,251
COLUMBIA SPORTSWEAR CO COM 198516106   429,280 5,288 SH   SOLE   0 0 5,288
COMMERCIAL METALS CO COM 201723103   760,190 12,935 SH   SOLE   0 0 12,935
COMMVAULT SYS INC COM 204166102   505,020 4,979 SH   SOLE   0 0 4,979
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102   13,713,757 814,840 SH   SOLE   0 0 814,840
CONOCOPHILLIPS COM 20825C104   251,505 1,976 SH   SOLE   0 0 1,976
CONSOLIDATED EDISON INC COM 209115104   630,221 6,940 SH   SOLE   0 0 6,940
COSAN S A ADS 22113B103   3,323,618 256,650 SH   SOLE   0 0 256,650
COSTCO WHSL CORP NEW COM 22160K105   309,902 423 SH   SOLE   0 0 423
CROWDSTRIKE HLDGS INC CL A 22788C105   259,037 808 SH   SOLE   0 0 808
CURTISS WRIGHT CORP COM 231561101   267,713 1,046 SH   SOLE   0 0 1,046
D R HORTON INC COM 23331A109   344,074 2,091 SH   SOLE   0 0 2,091
DECKERS OUTDOOR CORP COM 243537107   345,442 367 SH   SOLE   0 0 367
DEVON ENERGY CORP NEW COM 25179M103   200,419 3,994 SH   SOLE   0 0 3,994
DIAGEO PLC SPON ADR NEW 25243Q205   3,324,339 22,350 SH   SOLE   0 0 22,350
DIAMONDBACK ENERGY INC COM 25278X109   706,872 3,567 SH   SOLE   0 0 3,567
DICKS SPORTING GOODS INC COM 253393102   220,138 979 SH   SOLE   0 0 979
DILLARDS INC CL A 254067101   392,404 832 SH   SOLE   0 0 832
DOLLAR TREE INC COM 256746108   203,720 1,530 SH   SOLE   0 0 1,530
DOXIMITY INC CL A 26622P107   216,491 8,045 SH   SOLE   0 0 8,045
DROPBOX INC CL A 26210C104   376,772 15,505 SH   SOLE   0 0 15,505
DTE ENERGY CO COM 233331107   642,450 5,729 SH   SOLE   0 0 5,729
DUKE ENERGY CORP NEW COM NEW 26441C204   248,158 2,566 SH   SOLE   0 0 2,566
DYNATRACE INC COM NEW 268150109   263,547 5,675 SH   SOLE   0 0 5,675
EAGLE MATLS INC COM 26969P108   511,705 1,883 SH   SOLE   0 0 1,883
EASTGROUP PPTYS INC COM 277276101   560,523 3,118 SH   SOLE   0 0 3,118
ELANCO ANIMAL HEALTH INC COM 28414H103   234,888 14,428 SH   SOLE   0 0 14,428
ELECTRONIC ARTS INC COM 285512109   805,440 6,071 SH   SOLE   0 0 6,071
ELEVANCE HEALTH INC COM 036752103   474,464 915 SH   SOLE   0 0 915
ELI LILLY & CO COM 532457108   284,733 366 SH   SOLE   0 0 366
ENACT HLDGS INC COM 29249E109   259,823 8,333 SH   SOLE   0 0 8,333
ENTERGY CORP NEW COM 29364G103   1,076,562 10,187 SH   SOLE   0 0 10,187
ERO COPPER CORP COM 296006109   7,037,200 365,000 SH   SOLE   0 0 365,000
EURONET WORLDWIDE INC COM 298736109   251,960 2,292 SH   SOLE   0 0 2,292
EVE HLDG INC COM 29970N104   2,700,000 500,000 SH   SOLE   0 0 500,000
EXPEDIA GROUP INC COM NEW 30212P303   311,728 2,263 SH   SOLE   0 0 2,263
F5 INC COM 315616102   482,507 2,545 SH   SOLE   0 0 2,545
FAIR ISAAC CORP COM 303250104   402,374 322 SH   SOLE   0 0 322
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101   247,845 2,427 SH   SOLE   0 0 2,427
FEDERAL SIGNAL CORP COM 313855108   236,533 2,787 SH   SOLE   0 0 2,787
FIRST INDL RLTY TR INC COM 32054K103   615,716 11,719 SH   SOLE   0 0 11,719
FIRSTENERGY CORP COM 337932107   388,170 10,051 SH   SOLE   0 0 10,051
FLOWERS FOODS INC COM 343498101   296,210 12,472 SH   SOLE   0 0 12,472
FORTINET INC COM 34959E109   289,976 4,245 SH   SOLE   0 0 4,245
FREEPORT-MCMORAN INC CL B 35671D857   5,065,512 107,731 SH   SOLE   0 0 107,731
FS KKR CAP CORP COM 302635206   305,501 16,020 SH   SOLE   0 0 16,020
GENERAL MLS INC COM 370334104   261,758 3,741 SH   SOLE   0 0 3,741
GLAUKOS CORP COM 377322102   240,157 2,547 SH   SOLE   0 0 2,547
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   21,779,796 755,456 SH   SOLE   0 0 755,456
GLOBAL X FDS GLOBAL X COPPER 37954Y830   1,441,644 33,977 SH   SOLE   0 0 33,977
GODADDY INC CL A 380237107   488,962 4,120 SH   SOLE   0 0 4,120
GRAPHIC PACKAGING HLDG CO COM 388689101   326,116 11,176 SH   SOLE   0 0 11,176
HAMILTON LANE INC CL A 407497106   208,493 1,849 SH   SOLE   0 0 1,849
HANOVER INS GROUP INC COM 410867105   402,519 2,956 SH   SOLE   0 0 2,956
HENRY SCHEIN INC COM 806407102   283,124 3,749 SH   SOLE   0 0 3,749
HESS CORP COM 42809H107   25,489,201 166,989 SH   SOLE   0 0 166,989
HF SINCLAIR CORP COM 403949100   674,635 11,175 SH   SOLE   0 0 11,175
HOST HOTELS & RESORTS INC COM 44107P104   533,668 25,806 SH   SOLE   0 0 25,806
HOULIHAN LOKEY INC CL A 441593100   316,886 2,472 SH   SOLE   0 0 2,472
HUNTINGTON INGALLS INDS INC COM 446413106   327,029 1,122 SH   SOLE   0 0 1,122
IDEXX LABS INC COM 45168D104   233,250 432 SH   SOLE   0 0 432
INGREDION INC COM 457187102   861,418 7,372 SH   SOLE   0 0 7,372
INSIGHT ENTERPRISES INC COM 45765U103   571,958 3,083 SH   SOLE   0 0 3,083
INSTALLED BLDG PRODS INC COM 45780R101   214,487 829 SH   SOLE   0 0 829
INTER PARFUMS INC COM 458334109   209,641 1,492 SH   SOLE   0 0 1,492
INTERCONTINENTAL EXCHANGE IN COM 45866F104   247,237 1,799 SH   SOLE   0 0 1,799
INTERNATIONAL BUSINESS MACHS COM 459200101   420,112 2,200 SH   SOLE   0 0 2,200
INTRA-CELLULAR THERAPIES INC COM 46116X101   245,591 3,549 SH   SOLE   0 0 3,549
INTUIT COM 461202103   355,550 547 SH   SOLE   0 0 547
ISHARES INC MSCI NETHERL ETF 464286814   6,260,160 126,519 SH   SOLE   0 0 126,519
ISHARES TR CHINA LG-CAP ETF 464287184   36,629,726 1,521,800 SH   SOLE   0 0 1,521,800
ISHARES TR CHINA LG-CAP ETF 464287184   1,110,000 3,000,000 SH Put SOLE   0 0 3,000,000
ITT INC COM 45073V108   287,839 2,116 SH   SOLE   0 0 2,116
JOHNSON & JOHNSON COM 478160104   373,170 2,359 SH   SOLE   0 0 2,359
JUNIPER NETWORKS INC COM 48203R104   492,639 13,293 SH   SOLE   0 0 13,293
KEURIG DR PEPPER INC COM 49271V100   547,889 17,864 SH   SOLE   0 0 17,864
KEYSIGHT TECHNOLOGIES INC COM 49338L103   367,806 2,352 SH   SOLE   0 0 2,352
KIRBY CORP COM 497266106   216,186 2,268 SH   SOLE   0 0 2,268
KRANESHARES TRUST CSI CHI INTERNET 500767306   12,088,125 460,500 SH   SOLE   0 0 460,500
KROGER CO COM 501044101   382,542 6,696 SH   SOLE   0 0 6,696
LABORATORY CORP AMER HLDGS COM NEW 50540R409   287,930 1,318 SH   SOLE   0 0 1,318
LAM RESEARCH CORP COM 512807108   239,978 247 SH   SOLE   0 0 247
LANDSTAR SYS INC COM 515098101   235,360 1,221 SH   SOLE   0 0 1,221
LENNAR CORP CL A 526057104   397,618 2,312 SH   SOLE   0 0 2,312
LEVI STRAUSS & CO NEW CL A COM STK 52736R102   356,582 17,838 SH   SOLE   0 0 17,838
LIVE NATION ENTERTAINMENT IN COM 538034109   487,811 4,612 SH   SOLE   0 0 4,612
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   2,529,048 378,600 SH   SOLE   0 0 378,600
MANHATTAN ASSOCIATES INC COM 562750109   252,232 1,008 SH   SOLE   0 0 1,008
MARATHON OIL CORP COM 565849106   240,607 8,490 SH   SOLE   0 0 8,490
MARATHON PETE CORP COM 56585A102   1,159,230 5,753 SH   SOLE   0 0 5,753
MASCO CORP COM 574599106   503,885 6,388 SH   SOLE   0 0 6,388
MASTERCARD INCORPORATED CL A 57636Q104   245,119 509 SH   SOLE   0 0 509
MCKESSON CORP COM 58155Q103   366,669 683 SH   SOLE   0 0 683
MEDPACE HLDGS INC COM 58506Q109   252,998 626 SH   SOLE   0 0 626
MERCK & CO INC COM 58933Y105   383,183 2,904 SH   SOLE   0 0 2,904
MERIT MED SYS INC COM 589889104   364,206 4,808 SH   SOLE   0 0 4,808
META PLATFORMS INC CL A 30303M102   1,299,412 2,676 SH   SOLE   0 0 2,676
MICROSOFT CORP COM 594918104   10,367,803 24,643 SH   SOLE   0 0 24,643
MODINE MFG CO COM 607828100   251,968 2,647 SH   SOLE   0 0 2,647
MOLINA HEALTHCARE INC COM 60855R100   343,454 836 SH   SOLE   0 0 836
MR COOPER GROUP INC COM 62482R107   339,706 4,358 SH   SOLE   0 0 4,358
MSC INDL DIRECT INC CL A 553530106   579,426 5,971 SH   SOLE   0 0 5,971
MUELLER INDS INC COM 624756102   306,700 5,687 SH   SOLE   0 0 5,687
MURPHY USA INC COM 626755102   453,155 1,081 SH   SOLE   0 0 1,081
NETAPP INC COM 64110D104   1,223,845 11,659 SH   SOLE   0 0 11,659
NETFLIX INC COM 64110L106   1,068,901 1,760 SH   SOLE   0 0 1,760
NEWMARKET CORP COM 651587107   408,695 644 SH   SOLE   0 0 644
NEWS CORP NEW CL A 65249B109   1,243,550 47,500 SH   SOLE   0 0 47,500
NUCOR CORP COM 670346105   835,534 4,222 SH   SOLE   0 0 4,222
NUTANIX INC CL A 67059N108   261,878 4,243 SH   SOLE   0 0 4,243
NUVALENT INC COM 670703107   211,979 2,823 SH   SOLE   0 0 2,823
NVIDIA CORPORATION COM 67066G104   622,000 40,000 SH Put SOLE   0 0 40,000
NVR INC COM 62944T105   307,798 38 SH   SOLE   0 0 38
OKTA INC CL A 679295105   832,671 7,959 SH   SOLE   0 0 7,959
OLD DOMINION FREIGHT LINE IN COM 679580100   947,419 4,320 SH   SOLE   0 0 4,320
OMNICOM GROUP INC COM 681919106   329,952 3,410 SH   SOLE   0 0 3,410
ONEOK INC NEW COM 682680103   346,655 4,324 SH   SOLE   0 0 4,324
OVINTIV INC COM 69047Q102   508,361 9,795 SH   SOLE   0 0 9,795
PAGSEGURO DIGITAL LTD COM CL A G68707101   2,544,068 178,156 SH   SOLE   0 0 178,156
PARSONS CORP DEL COM 70202L102   271,993 3,279 SH   SOLE   0 0 3,279
PAYCHEX INC COM 704326107   204,953 1,669 SH   SOLE   0 0 1,669
PBF ENERGY INC CL A 69318G106   794,293 13,797 SH   SOLE   0 0 13,797
PERFORMANCE FOOD GROUP CO COM 71377A103   489,564 6,559 SH   SOLE   0 0 6,559
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   105,000 3,500,000 SH Put SOLE   0 0 3,500,000
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   4,242,784 278,947 SH   SOLE   0 0 278,947
PHILIP MORRIS INTL INC COM 718172109   1,630,378 17,795 SH   SOLE   0 0 17,795
PHILLIPS 66 COM 718546104   562,543 3,444 SH   SOLE   0 0 3,444
PINTEREST INC CL A 72352L106   295,458 8,522 SH   SOLE   0 0 8,522
PIONEER NAT RES CO COM 723787107   40,112,625 152,810 SH   SOLE   0 0 152,810
PNM RES INC COM 69349H107   4,773,053 126,808 SH   SOLE   0 0 126,808
PORTLAND GEN ELEC CO COM NEW 736508847   308,238 7,339 SH   SOLE   0 0 7,339
POST HLDGS INC COM 737446104   518,221 4,876 SH   SOLE   0 0 4,876
PPG INDS INC COM 693506107   407,459 2,812 SH   SOLE   0 0 2,812
PPL CORP COM 69351T106   679,963 24,699 SH   SOLE   0 0 24,699
PUBLIC STORAGE COM 74460D109   246,261 849 SH   SOLE   0 0 849
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   272,730 4,084 SH   SOLE   0 0 4,084
PULTE GROUP INC COM 745867101   467,644 3,877 SH   SOLE   0 0 3,877
PVH CORPORATION COM 693656100   523,913 3,726 SH   SOLE   0 0 3,726
QUALCOMM INC COM 747525103   369,751 2,184 SH   SOLE   0 0 2,184
QUEST DIAGNOSTICS INC COM 74834L100   207,252 1,557 SH   SOLE   0 0 1,557
RALPH LAUREN CORP CL A 751212101   692,271 3,687 SH   SOLE   0 0 3,687
REGENERON PHARMACEUTICALS COM 75886F107   446,595 464 SH   SOLE   0 0 464
RELIANCE INC COM 759509102   747,226 2,236 SH   SOLE   0 0 2,236
REYNOLDS CONSUMER PRODS INC COM 76171L106   435,283 15,241 SH   SOLE   0 0 15,241
RIO TINTO PLC SPONSORED ADR 767204100   16,444,920 258,000 SH   SOLE   0 0 258,000
ROBERT HALF INC. COM 770323103   336,544 4,245 SH   SOLE   0 0 4,245
ROSS STORES INC COM 778296103   353,545 2,409 SH   SOLE   0 0 2,409
RPM INTL INC COM 749685103   200,669 1,687 SH   SOLE   0 0 1,687
RYMAN HOSPITALITY PPTYS INC COM 78377T107   940,025 8,131 SH   SOLE   0 0 8,131
SALESFORCE INC COM 79466L302   227,090 754 SH   SOLE   0 0 754
SEMPRA COM 816851109   305,852 4,258 SH   SOLE   0 0 4,258
SERVICENOW INC COM 81762P102   214,234 281 SH   SOLE   0 0 281
SILGAN HLDGS INC COM 827048109   219,394 4,518 SH   SOLE   0 0 4,518
SIMON PPTY GROUP INC NEW COM 828806109   374,794 2,395 SH   SOLE   0 0 2,395
SIRIUS XM HOLDINGS INC COM 82968B103   608,861 156,923 SH   SOLE   0 0 156,923
SKECHERS U S A INC CL A 830566105   475,745 7,766 SH   SOLE   0 0 7,766
SM ENERGY CO COM 78454L100   433,645 8,699 SH   SOLE   0 0 8,699
SONOCO PRODS CO COM 835495102   484,468 8,376 SH   SOLE   0 0 8,376
SOUTHWEST GAS HLDGS INC COM 844895102   399,911 5,253 SH   SOLE   0 0 5,253
SPDR SER TR S&P BIOTECH 78464A870   1,838,968 19,380 SH   SOLE   0 0 19,380
SPECTRUM BRANDS HLDGS INC NE COM 84790A105   255,014 2,865 SH   SOLE   0 0 2,865
SPROUTS FMRS MKT INC COM 85208M102   291,643 4,523 SH   SOLE   0 0 4,523
STAG INDL INC COM 85254J102   512,943 13,344 SH   SOLE   0 0 13,344
STEEL DYNAMICS INC COM 858119100   276,152 1,863 SH   SOLE   0 0 1,863
STIFEL FINL CORP COM 860630102   276,331 3,535 SH   SOLE   0 0 3,535
STRYKER CORPORATION COM 863667101   203,986 570 SH   SOLE   0 0 570
SYSCO CORP COM 871829107   774,538 9,541 SH   SOLE   0 0 9,541
T-MOBILE US INC COM 872590104   339,498 2,080 SH   SOLE   0 0 2,080
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,220,685 60,424 SH   SOLE   0 0 60,424
TAPESTRY INC COM 876030107   251,929 5,306 SH   SOLE   0 0 5,306
TAYLOR MORRISON HOME CORP COM 87724P106   231,086 3,717 SH   SOLE   0 0 3,717
TECK RESOURCES LTD CL B 878742204   37,874,252 827,310 SH   SOLE   0 0 827,310
TELEFLEX INCORPORATED COM 879369106   248,561 1,099 SH   SOLE   0 0 1,099
TERRENO RLTY CORP COM 88146M101   204,645 3,082 SH   SOLE   0 0 3,082
THE CIGNA GROUP COM 125523100   392,245 1,080 SH   SOLE   0 0 1,080
THOR INDS INC COM 885160101   257,679 2,196 SH   SOLE   0 0 2,196
TOPBUILD CORP COM 89055F103   242,842 551 SH   SOLE   0 0 551
TRAVELERS COMPANIES INC COM 89417E109   292,508 1,271 SH   SOLE   0 0 1,271
UFP INDUSTRIES INC COM 90278Q108   417,619 3,395 SH   SOLE   0 0 3,395
UGI CORP NEW COM 902681105   233,056 9,497 SH   SOLE   0 0 9,497
UNITED STATES STL CORP NEW COM 912909108   4,689,496 114,995 SH   SOLE   0 0 114,995
UNITEDHEALTH GROUP INC COM 91324P102   460,071 930 SH   SOLE   0 0 930
UNUM GROUP COM 91529Y106   219,201 4,085 SH   SOLE   0 0 4,085
US FOODS HLDG CORP COM 912008109   301,045 5,578 SH   SOLE   0 0 5,578
VALERO ENERGY CORP COM 91913Y100   725,433 4,250 SH   SOLE   0 0 4,250
VANECK ETF TRUST VANECK VIETNAM 92189F817   547,716 39,404 SH   SOLE   0 0 39,404
VARONIS SYS INC COM 922280102   223,586 4,740 SH   SOLE   0 0 4,740
VERISIGN INC COM 92343E102   328,610 1,734 SH   SOLE   0 0 1,734
VERIZON COMMUNICATIONS INC COM 92343V104   366,856 8,743 SH   SOLE   0 0 8,743
VERTEX PHARMACEUTICALS INC COM 92532F100   308,073 737 SH   SOLE   0 0 737
VIATRIS INC COM 92556V106   215,672 18,063 SH   SOLE   0 0 18,063
VICI PPTYS INC COM 925652109   528,266 17,733 SH   SOLE   0 0 17,733
VISA INC COM CL A 92826C839   3,991,960 14,304 SH   SOLE   0 0 14,304
VISTRA CORP COM 92840M102   273,376 3,925 SH   SOLE   0 0 3,925
VONTIER CORPORATION COM 928881101   338,431 7,461 SH   SOLE   0 0 7,461
WABTEC COM 929740108   258,728 1,776 SH   SOLE   0 0 1,776
WARNER MUSIC GROUP CORP COM CL A 934550203   257,820 7,808 SH   SOLE   0 0 7,808
WELLTOWER INC COM 95040Q104   321,340 3,439 SH   SOLE   0 0 3,439
WESTERN UN CO COM 959802109   348,130 24,902 SH   SOLE   0 0 24,902
WILLIAMS SONOMA INC COM 969904101   262,280 826 SH   SOLE   0 0 826
WINGSTOP INC COM 974155103   297,150 811 SH   SOLE   0 0 811
WORKDAY INC CL A 98138H101   1,707,415 6,260 SH   SOLE   0 0 6,260
XP INC CL A G98239109   5,790,538 225,664 SH   SOLE   0 0 225,664
XPO INC COM 983793100   346,199 2,837 SH   SOLE   0 0 2,837