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   409,775 49,430 SH   SOLE   49,430 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   408,473 4,637 SH   SOLE   4,637 0 0
ALPHABET INC CAP STK CL C 02079K107   3,275,379 36,914 SH   SOLE   36,914 0 0
AMAZON COM INC COM 023135106   2,857,512 34,018 SH   SOLE   34,018 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   4,142,017 68,988 SH   SOLE   68,988 0 0
ARCH CAP GROUP LTD ORD G0450A105   700,374 11,156 SH   SOLE   11,156 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   561,699 1,028 SH   SOLE   1,028 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   545,383 8,044 SH   SOLE   8,044 0 0
AXALTA COATING SYS LTD COM G0750C108   2,083,854 81,816 SH   SOLE   81,816 0 0
BATH & BODY WORKS INC COM 070830104   1,153,194 27,366 SH   SOLE   27,366 0 0
BRF SA SPONSORED ADR 10552T107   149,218 94,442 SH   SOLE   94,442 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   729,195 18,239 SH   SOLE   18,239 0 0
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   428,645 14,951 SH   SOLE   14,951 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,838,816 58,449 SH   SOLE   58,449 0 0
CANADIAN PAC RY LTD COM 13645T100   3,963,544 53,138 SH   SOLE   53,138 0 0
CENOVUS ENERGY INC COM 15135U109   2,062,690 106,269 SH   SOLE   106,269 0 0
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207   139,608 17,605 SH   SOLE   17,605 0 0
CNH INDL N V SHS N20944109   367,806 22,902 SH   SOLE   22,902 0 0
CONSOL ENERGY INC NEW COM 20854L108   2,058,705 31,672 SH   SOLE   31,672 0 0
COUPANG INC CL A 22266T109   241,200 16,397 SH   SOLE   16,397 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   747,454 7,099 SH   SOLE   7,099 0 0
DATADOG INC CL A COM 23804L103   1,037,085 14,110 SH   SOLE   14,110 0 0
DOLLAR GEN CORP NEW COM 256677105   2,553,653 10,370 SH   SOLE   10,370 0 0
EXPEDIA GROUP INC COM NEW 30212P303   924,268 10,551 SH   SOLE   10,551 0 0
EXXON MOBIL CORP COM 30231G102   3,805,509 34,501 SH   SOLE   34,501 0 0
FISERV INC COM 337738108   3,363,812 33,282 SH   SOLE   33,282 0 0
GENPACT LIMITED SHS G3922B107   442,217 9,547 SH   SOLE   9,547 0 0
GLOBAL PMTS INC COM 37940X102   1,266,463 12,751 SH   SOLE   12,751 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   506,303 11,860 SH   SOLE   11,860 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   295,121 4,314 SH   SOLE   4,314 0 0
IDEXX LABS INC COM 45168D104   582,567 1,428 SH   SOLE   1,428 0 0
INFOSYS LTD SPONSORED ADR 456788108   328,466 18,238 SH   SOLE   18,238 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   299,881 63,669 SH   SOLE   63,669 0 0
JD.COM INC SPON ADR CL A 47215P106   402,115 7,164 SH   SOLE   7,164 0 0
KE HLDGS INC SPONSORED ADS 482497104   336,659 24,116 SH   SOLE   24,116 0 0
KKR & CO INC COM 48251W104   2,391,755 51,524 SH   SOLE   51,524 0 0
LAM RESEARCH CORP COM 512807108   485,447 1,155 SH   SOLE   1,155 0 0
LAUDER ESTEE COS INC CL A 518439104   369,436 1,489 SH   SOLE   1,489 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   2,030,221 104,489 SH   SOLE   104,489 0 0
MASCO CORP COM 574599106   2,003,327 42,925 SH   SOLE   42,925 0 0
MASIMO CORP COM 574795100   2,374,893 16,052 SH   SOLE   16,052 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,739,862 7,879 SH   SOLE   7,879 0 0
MERCADOLIBRE INC COM 58733R102   286,875 339 SH   SOLE   339 0 0
META PLATFORMS INC CL A 30303M102   2,350,120 19,529 SH   SOLE   19,529 0 0
MICROSOFT CORP COM 594918104   3,479,708 14,510 SH   SOLE   14,510 0 0
MOODYS CORP COM 615369105   2,513,207 9,020 SH   SOLE   9,020 0 0
NETFLIX INC COM 64110L106   2,675,446 9,073 SH   SOLE   9,073 0 0
NEW YORK TIMES CO CL A 650111107   1,922,086 59,214 SH   SOLE   59,214 0 0
NOVARTIS AG SPONSORED ADR 66987V109   561,194 6,186 SH   SOLE   6,186 0 0
NOVO-NORDISK A S ADR 670100205   702,415 5,190 SH   SOLE   5,190 0 0
OTIS WORLDWIDE CORP COM 68902V107   690,146 8,813 SH   SOLE   8,813 0 0
PAYPAL HLDGS INC COM 70450Y103   1,805,414 25,350 SH   SOLE   25,350 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   370,929 34,829 SH   SOLE   34,829 0 0
PHILIP MORRIS INTL INC COM 718172109   3,797,492 37,521 SH   SOLE   37,521 0 0
S&P GLOBAL INC COM 78409V104   2,580,931 7,706 SH   SOLE   7,706 0 0
SCHLUMBERGER LTD COM STK 806857108   5,104,533 95,483 SH   SOLE   95,483 0 0
SCHWAB CHARLES CORP COM 808513105   3,791,577 45,539 SH   SOLE   45,539 0 0
SERVICENOW INC COM 81762P102   1,012,608 2,608 SH   SOLE   2,608 0 0
SHATTUCK LABS INC COM 82024L103   103,500 45,000 SH   SOLE   45,000 0 0
SIGNIFY HEALTH INC CL A COM 82671G100   223,777 7,808 SH   SOLE   7,808 0 0
SNOWFLAKE INC CL A 833445109   2,222,286 15,482 SH   SOLE   15,482 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,260,318 3,296 SH   SOLE   3,296 0 0
STARBUCKS CORP COM 855244109   3,705,934 37,358 SH   SOLE   37,358 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   465,414 6,248 SH   SOLE   6,248 0 0
TECK RESOURCES LTD CL B 878742204   2,761,533 73,018 SH   SOLE   73,018 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   639,548 10,302 SH   SOLE   10,302 0 0
TRANSDIGM GROUP INC COM 893641100   2,176,692 3,457 SH   SOLE   3,457 0 0
UNION PAC CORP COM 907818108   3,316,490 16,016 SH   SOLE   16,016 0 0
UNITEDHEALTH GROUP INC COM 91324P102   196,430,078 370,497 SH   SOLE   370,497 0 0
US BANCORP DEL COM NEW 902973304   2,092,244 47,976 SH   SOLE   47,976 0 0
VALE S A SPONSORED ADS 91912E105   500,593 29,499 SH   SOLE   29,499 0 0
VISA INC COM CL A 92826C839   2,689,491 12,945 SH   SOLE   12,945 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   2,700,305 77,108 SH   SOLE   77,108 0 0
WORKDAY INC CL A 98138H101   1,187,374 7,096 SH   SOLE   7,096 0 0
YUM CHINA HLDGS INC COM 98850P109   323,036 5,911 SH   SOLE   5,911 0 0