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
ADECOAGRO S A COM L00849106 BBG001V05PW6 1,950,716 177,016 SH   SOLE   177,016 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 4,005,976 22,195 SH   SOLE   22,195 0 0
AES CORP COM 00130H105 BBG001S6B1L5 554,736 30,939 SH   SOLE   30,939 0 0
ALBEMARLE CORP COM 012653101 BBG001S7SBP9 378,621 2,874 SH   SOLE   2,874 0 0
ALCOA CORP COM 013872106 BBG00B3T3HF1 1,096,452 32,449 SH   SOLE   32,449 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 1,194,519 16,508 SH   SOLE   16,508 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 6,727,304 44,183 SH   SOLE   44,183 0 0
AMAZON COM INC COM 023135106 BBG001S5PQL7 6,999,285 38,803 SH   SOLE   38,803 0 0
ARCH CAP GROUP LTD ORD G0450A105 BBG001S9HZ74 2,794,739 30,233 SH   SOLE   30,233 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 BBG001SCG0R3 3,310,273 3,411 SH   SOLE   3,411 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 2,553,701 37,693 SH   SOLE   37,693 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 BBG001S82KF6 6,877,536 27,539 SH   SOLE   27,539 0 0
BARRICK GOLD CORP COM 067901108 BBG001S5N9P3 745,306 44,790 SH   SOLE   44,790 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 6,186,568 14,712 SH   SOLE   14,712 0 0
BRF SA SPONSORED ADR 10552T107 BBG001S5V2P9 1,840,733 564,642 SH   SOLE   564,642 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 BBG001S6VV46 2,213,377 72,570 SH   SOLE   72,570 0 0
CANADIAN NAT RES LTD COM 136385101 BBG001S5YC56 2,444,014 32,017 SH   SOLE   32,017 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 BBG001S7F4Z8 9,696,348 109,969 SH   SOLE   109,969 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 744,787 37,258 SH   SOLE   37,258 0 0
CHENIERE ENERGY INC COM NEW 16411R208 BBG001S7W158 4,789,074 29,694 SH   SOLE   29,694 0 0
CHESAPEAKE ENERGY CORP COM 165167735 BBG00Z6DX607 837,320 9,426 SH   SOLE   9,426 0 0
CIVITAS RESOURCES INC COM NEW 17888H103 BBG00GLNJ0R0 474,362 6,249 SH   SOLE   6,249 0 0
CNH INDL N V SHS N20944109 BBG0059JSF67 1,284,466 99,110 SH   SOLE   99,110 0 0
CONSOL ENERGY INC NEW COM 20854L108 BBG00HC115M9 5,448,316 65,047 SH   SOLE   65,047 0 0
CORPAY INC COM SHS 219948106 BBG001SHC7K8 6,345,742 20,567 SH   SOLE   20,567 0 0
COUPANG INC CL A 22266T109 BBG00XMJRPR7 2,066,362 116,153 SH   SOLE   116,153 0 0
CRH PLC ORD G25508105 BBG001S61NK9 1,800,160 20,869 SH   SOLE   20,869 0 0
DARLING INGREDIENTS INC COM 237266101 BBG001SB7RP8 413,520 8,891 SH   SOLE   8,891 0 0
EATON CORP PLC SHS G29183103 BBG001S5QZ45 923,353 2,953 SH   SOLE   2,953 0 0
EXXON MOBIL CORP COM 30231G102 BBG001S69V32 997,016 8,577 SH   SOLE   8,577 0 0
FISERV INC COM 337738108 BBG001S5R6Q4 6,851,004 42,867 SH   SOLE   42,867 0 0
FREEPORT-MCMORAN INC CL B 35671D857 BBG001S5R3F3 869,729 18,497 SH   SOLE   18,497 0 0
GENERAL ELECTRIC CO COM NEW 369604301 BBG001S5PVD5 1,093,025 6,227 SH   SOLE   6,227 0 0
GENPACT LIMITED SHS G3922B107 BBG001SJT2Y2 953,903 28,950 SH   SOLE   28,950 0 0
GLOBAL E ONLINE LTD SHS M5216V106 BBG00ZKY1Q42 1,901,432 52,309 SH   SOLE   52,309 0 0
GLOBAL PMTS INC COM 37940X102 BBG001SGS2Z8 4,029,811 30,150 SH   SOLE   30,150 0 0
GOLAR LNG LTD SHS G9456A100 BBG001SHSF05 2,562,270 106,495 SH   SOLE   106,495 0 0
GRACO INC COM 384109104 BBG001S5RK56 536,367 5,739 SH   SOLE   5,739 0 0
GSK PLC SPONSORED ADR 37733W204 BBG001SD6SM6 928,007 21,647 SH   SOLE   21,647 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 BBG00YDGX9Z1 2,037,988 37,909 SH   SOLE   37,909 0 0
HARMONY GOLD MINING CO LTD SPONSORED ADR 413216300 BBG001S64W80 1,122,697 137,417 SH   SOLE   137,417 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 BBG001SJB7J7 1,362,590 24,345 SH   SOLE   24,345 0 0
HUBSPOT INC COM 443573100 BBG001T53670 2,268,147 3,620 SH   SOLE   3,620 0 0
IAC INC COM NEW 44891N208 BBG00S1LR2D2 4,006,207 75,107 SH   SOLE   75,107 0 0
ICICI BANK LIMITED ADR 45104G104 BBG001SCD3Z1 1,339,013 50,701 SH   SOLE   50,701 0 0
INTUIT COM 461202103 BBG001S6TWR2 3,031,621 4,664 SH   SOLE   4,664 0 0
ISHARES TR MSCI USA QLT FCT 46432F339 BBG004TRTWW3 749,391 4,560 SH   SOLE   4,560 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 BBG001S65TL1 1,507,282 217,501 SH   SOLE   217,501 0 0
KBR INC COM 48242W106 BBG001SP11V3 5,145,001 80,820 SH   SOLE   80,820 0 0
KOSMOS ENERGY LTD COM 500688106 BBG001SJV7R6 744,160 124,859 SH   SOLE   124,859 0 0
KT CORP SPONSORED ADR 48268K101 BBG001SCTCR3 1,675,390 119,500 SH   SOLE   119,500 0 0
LAM RESEARCH CORP COM 512807108 BBG001S5SW40 3,667,677 3,775 SH   SOLE   3,775 0 0
LAUDER ESTEE COS INC CL A 518439104 BBG001S8L5H6 2,357,108 15,291 SH   SOLE   15,291 0 0
LIBERTY GLOBAL LTD COM CL C G61188127 BBG01K9KJ456 3,171,778 179,806 SH   SOLE   179,806 0 0
LINDE PLC SHS G54950103 BBG01FND0CH6 815,810 1,757 SH   SOLE   1,757 0 0
MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 5,508,867 11,439 SH   SOLE   11,439 0 0
MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1,065,932 705 SH   SOLE   705 0 0
META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 7,795,026 16,053 SH   SOLE   16,053 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 6,403,343 54,316 SH   SOLE   54,316 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 7,013,795 16,671 SH   SOLE   16,671 0 0
MOODYS CORP COM 615369105 BBG001S5VP87 5,217,628 13,275 SH   SOLE   13,275 0 0
NETFLIX INC COM 64110L106 BBG001SF6L46 6,160,148 10,143 SH   SOLE   10,143 0 0
NEW YORK TIMES CO CL A 650111107 BBG001S90X31 3,619,569 83,748 SH   SOLE   83,748 0 0
NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 279,287 4,370 SH   SOLE   4,370 0 0
NIKE INC CL B 654106103 BBG001S6NTK2 5,385,210 57,302 SH   SOLE   57,302 0 0
NOVO-NORDISK A S ADR 670100205 BBG001S5TSK0 3,403,884 26,510 SH   SOLE   26,510 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 BBG0136WM2Y9 2,828,138 237,061 SH   SOLE   237,061 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 5,518,043 6,107 SH   SOLE   6,107 0 0
OTIS WORLDWIDE CORP COM 68902V107 BBG00RP60LN7 9,582,863 96,533 SH   SOLE   96,533 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 BBG001SF6W88 3,266,819 214,781 SH   SOLE   214,781 0 0
PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 5,065,924 55,293 SH   SOLE   55,293 0 0
RIO TINTO PLC SPONSORED ADR 767204100 BBG001SB0LX9 571,571 8,967 SH   SOLE   8,967 0 0
S&P GLOBAL INC COM 78409V104 BBG001S5T5M8 4,572,236 10,747 SH   SOLE   10,747 0 0
SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 1,960,723 35,773 SH   SOLE   35,773 0 0
SCHWAB CHARLES CORP COM 808513105 BBG001S5VXD4 6,768,781 93,569 SH   SOLE   93,569 0 0
SEA LTD SPONSORD ADS 81141R100 BBG00HTBWMH4 2,268,066 42,228 SH   SOLE   42,228 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 BBG00JPGYWV3 513,552 13,978 SH   SOLE   13,978 0 0
SERVICENOW INC COM 81762P102 BBG001T4JFC0 3,120,503 4,093 SH   SOLE   4,093 0 0
SOUTHWESTERN ENERGY CO COM 845467109 BBG001S5WHW7 1,059,505 139,776 SH   SOLE   139,776 0 0
SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 4,514,937 21,947 SH   SOLE   21,947 0 0
STARBUCKS CORP COM 855244109 BBG001S72KH6 5,301,503 58,010 SH   SOLE   58,010 0 0
SUNRUN INC COM 86771W105 BBG0025XVR94 384,184 29,149 SH   SOLE   29,149 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 2,389,038 17,560 SH   SOLE   17,560 0 0
TC ENERGY CORP COM 87807B107 BBG001S5WW27 740,846 18,429 SH   SOLE   18,429 0 0
TECK RESOURCES LTD CL B 878742204 BBG001S60LH8 6,158,668 134,523 SH   SOLE   134,523 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 BBG001S5WS08 6,260,799 10,772 SH   SOLE   10,772 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 BBG001S6WYD9 3,618,583 52,573 SH   SOLE   52,573 0 0
TRANSDIGM GROUP INC COM 893641100 BBG001SPV1C1 4,441,411 3,606 SH   SOLE   3,606 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 BBG001S7B678 1,002,615 159,652 SH   SOLE   159,652 0 0
UBS GROUP AG SHS H42097107 BBG007936GX0 2,258,872 73,531 SH   SOLE   73,531 0 0
VALE S A SPONSORED ADS 91912E105 BBG001SB54S8 2,068,310 169,673 SH   SOLE   169,673 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 BBG00L2B8LM7 1,253,063 15,343 SH   SOLE   15,343 0 0
VISA INC COM CL A 92826C839 BBG001SRCFY3 4,384,465 15,710 SH   SOLE   15,710 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 5,805,905 100,171 SH   SOLE   100,171 0 0
WORKDAY INC CL A 98138H101 BBG001T21KQ7 2,638,584 9,674 SH   SOLE   9,674 0 0
XP INC CL A G98239109 BBG00QVJYHP4 1,470,318 57,300 SH   SOLE   57,300 0 0
YUM CHINA HLDGS INC COM 98850P109 BBG00B8N0HH0 808,612 20,322 SH   SOLE   20,322 0 0