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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADECOAGRO S A COM L00849106 539 70,124 SH   SOLE   70,124 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,909 3,367 SH   SOLE   3,367 0 0
AIR LEASE CORP CL A 00912X302 2,757 62,323 SH   SOLE   63,323 0 0
ALPHABET INC CAP STK CL C 02079K107 4,743 1,639 SH   SOLE   1,639 0 0
AMAZON COM INC COM 023135106 3,351 1,005 SH   SOLE   1,005 0 0
ANALOG DEVICES INC COM 032654105 3,375 19,201 SH   SOLE   19,201 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 3,795 62,671 SH   SOLE   62,671 0 0
ARCH CAP GROUP LTD ORD G0450A105 496 11,168 SH   SOLE   11,168 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 905 1,137 SH   SOLE   1,137 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 772 13,245 SH   SOLE   13,245 0 0
ATLASSIAN CORP PLC CL A G06242104 2,781 7,294 SH   SOLE   7,294 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,596 18,638 SH   SOLE   18,638 0 0
AUTOZONE INC COM 053332102 4,583 2,186 SH   SOLE   2,186 0 0
AXALTA COATING SYS LTD COM G0750C108 2,527 76,303 SH   SOLE   76,303 0 0
BATH & BODY WORKS INC COM 070830104 3,167 45,372 SH   SOLE   45,372 0 0
BLOCK INC CL A 852234103 1,152 7,132 SH   SOLE   7,132 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107 717 19,160 SH   SOLE   19,160 0 0
CAMECO CORP COM 13321L108 395 18,108 SH   SOLE   18,108 0 0
CARVANA CO CL A 146869102 2,522 10,881 SH   SOLE   10,881 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 3,483 5,343 SH   SOLE   5,343 0 0
CONSOL ENERGY INC NEW COM 20854L108 1,737 76,476 SH   SOLE   76,476 0 0
COUPA SOFTWARE INC COM 22266L106 1,546 9,782 SH   SOLE   9,782 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 2,315 11,307 SH   SOLE   11,307 0 0
DOCUSIGN INC COM 256163106 1,832 12,029 SH   SOLE   12,029 0 0
DYNATRACE INC COM NEW 268150109 2,389 39,593 SH   SOLE   39,593 0 0
EXPEDIA GROUP INC COM NEW 30212P303 3,522 19,489 SH   SOLE   19,489 0 0
GENPACT LIMITED SHS G3922B107 492 9,271 SH   SOLE   9,271 0 0
GLOBAL PMTS INC COM 37940X102 2,026 14,986 SH   SOLE   14,986 0 0
GREAT PANTHER MNG LTD COM 39115V101 108 494,116 SH   SOLE   494,116 0 0
IDEXX LABS INC COM 45168D104 1,007 1,529 SH   SOLE   1,529 0 0
INFOSYS LTD SPONSORED ADR 456788108 560 22,111 SH   SOLE   22,111 0 0
JD.COM INC SPON ADR CL A 47215P106 3,104 44,302 SH   SOLE   44,302 0 0
KKR & CO INC COM 48251W104 3,985 53,488 SH   SOLE   53,488 0 0
LAM RESEARCH CORP COM 512807108 668 929 SH   SOLE   929 0 0
LKQ CORP COM 501889208 4,136 68,896 SH   SOLE   68,896 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,811 5,040 SH   SOLE   5,040 0 0
MERCADOLIBRE INC COM 58733R102 438 325 SH   SOLE   325 0 0
META PLATFORMS INC CL A 30303M102 3,615 10,749 SH   SOLE   10,749 0 0
MICROSOFT CORP COM 594918104 4,651 13,830 SH   SOLE   13,830 0 0
MOODYS CORP COM 615369105 3,947 10,106 SH   SOLE   10,106 0 0
NETEASE INC SPONSORED ADS 64110W102 514 5,048 SH   SOLE   5,048 0 0
NIELSEN HLDGS PLC SHS EUR G6518L108 3,227 157,337 SH   SOLE   157,337 0 0
NOVO-NORDISK A S ADR 670100205 1,176 10,498 SH   SOLE   10,498 0 0
OTIS WORLDWIDE CORP COM 68902V107 1,012 11,624 SH   SOLE   11,624 0 0
PAYPAL HLDGS INC COM 70450Y103 2,222 11,781 SH   SOLE   11,781 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 350 9,778 SH   SOLE   9,778 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 404 36,760 SH   SOLE   36,760 0 0
PHILIP MORRIS INTL INC COM 718172109 2,718 28,607 SH   SOLE   28,607 0 0
PROCTER AND GAMBLE CO COM 742718109 3,210 19,621 SH   SOLE   19,621 0 0
PRUDENTIAL PLC ADR 74435K204 582 16,897 SH   SOLE   16,897 0 0
S&P GLOBAL INC COM 78409V104 3,824 8,102 SH   SOLE   8,102 0 0
SCHLUMBERGER LTD COM STK 806857108 606 20,223 SH   SOLE   20,223 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 3,507 31,038 SH   SOLE   31,038 0 0
SHATTUCK LABS INC COM 82024L103 3,170 372,511 SH   SOLE   372,511 0 0
SNAP INC CL A 83304A106 2,919 62,057 SH   SOLE   62,057 0 0
STARBUCKS CORP COM 855244109 2,977 25,451 SH   SOLE   25,451 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 660 5,488 SH   SOLE   5,488 0 0
TEMPUR SEALY INTL INC COM 88023U101 2,300 48,901 SH   SOLE   48,901 0 0
T-MOBILE US INC COM 872590104 2,354 20,293 SH   SOLE   20,293 0 0
TRANSDIGM GROUP INC COM 893641100 2,917 4,584 SH   SOLE   4,584 0 0
TURQUOISE HILL RES LTD COM 900435207 461 28,005 SH   SOLE   28,005 0 0
UNITEDHEALTH GROUP INC COM 91324P102 184,641 367,709 SH   SOLE   367,709 0 0
VALE S A SPONSORED ADS 91912E105 384 27,407 SH   SOLE   27,407 0 0
VISA INC COM CL A 92826C839 2,393 11,044 SH   SOLE   11,044 0 0