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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
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
BELLRING BRANDS INC COMMON STOCK 07831C103   222 5,388 SH   SOLE   222 0 0
DADA NEXUS LTD ADS 23344D108   11,190 2,514,768 SH   SOLE   11,190 0 0
JD.COM INC SPON ADR CL A 47215P106   2,060 70,739 SH   SOLE   2,060 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADS 71654V408   73,173 4,881,459 SH   SOLE   73,173 0 0
PURE STORAGE INC CL A 74624M102   418 11,761 SH   SOLE   418 0 0
QUALYS INC COM 74758T303   379 2,490 SH   SOLE   379 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303   14,462 5,074,407 SH   SOLE   14,462 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   237 1,451 SH   SOLE   237 0 0
ENPHASE ENERGY INC COM 29355A107   898 7,480 SH   SOLE   898 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   10,487 258,817 SH   SOLE   10,487 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   2,487 237,624 SH   SOLE   2,487 0 0
XYLEM INC COM 98419M100   2,715 29,829 SH   SOLE   2,715 0 0
CONTROLADORA VUELA COMP DE A SPON ADR RP 10 21240E105   3,212 473,142 SH   SOLE   3,212 0 0
INSTRUCTURE HLDGS INC COM 457790103   363 14,298 SH   SOLE   363 0 0
WINNEBAGO INDS INC COM 974637100   353 5,950 SH   SOLE   353 0 0
XP INC CL A G98239109   15,247 661,507 SH   SOLE   15,247 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   38,331 3,129,074 SH   SOLE   38,331 0 0
ENETI INC COM Y2294C107   1,791 177,772 SH   SOLE   1,791 0 0
MODERNA INC COM 60770K107   826 8,000 SH   SOLE   826 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,194 12,854 SH   SOLE   1,194 0 0
OWENS CORNING NEW COM 690742101   1,272 9,332 SH   SOLE   1,272 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204   6,533 641,782 SH   SOLE   6,533 0 0
TOPBUILD CORP COM 89055F103   1,050 4,174 SH   SOLE   1,050 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   16,943 195,340 SH   SOLE   16,943 0 0
ICICI BANK LIMITED ADR 45104G104   9,994 432,285 SH   SOLE   9,994 0 0
RENEW ENERGY GLOBAL PLC CL A SHS 00BNQMPN8   1,858 342,239 SH   SOLE   1,858 0 0
TAIWAN SEMICONDUCTOR MFG LTD COM 874039100   61,974 713,176 SH   SOLE   61,974 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109   61,371 2,019,452 SH   SOLE   61,371 0 0
WEYERHAEUSER CO MTN BE COM NEW 962166104   587 19,155 SH   SOLE   587 0 0
BAIDU INC SPON ADR REP A 056752108   44,049 327,869 SH   SOLE   44,049 0 0
FABRINET SHS G3323L100   16,130 96,812 SH   SOLE   16,130 0 0
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   34,680 141,145 SH   SOLE   34,680 0 0
LUFAX HOLDING LTD ADS REP SHS CL A 54975P102   6,878 6,489,395 SH   SOLE   6,878 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   78,298 5,097,541 SH   SOLE   78,298 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   5,515 56,739 SH   SOLE   5,515 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   608 4,698 SH   SOLE   608 0 0
ANGLOGOLD ASHANTI PLC COM SHS G0378L100   40,561 2,567,210 SH   SOLE   40,561 0 0
ECOLAB INC COM 278865100   2,055 12,132 SH   SOLE   2,055 0 0
ICON PLC SHS G4705A100   296 1,205 SH   SOLE   296 0 0
MERCADOLIBRE INC COM 58733R102   83,634 65,964 SH   SOLE   83,634 0 0
ONTO INNOVATION INC COM 683344105   14,832 116,316 SH   SOLE   14,832 0 0
RENEW ENERGY GLOBAL PLC *W EXP 08/21/202 G7500M120   23 31,938 SH   SOLE   23 0 0