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
ACUITY BRANDS INC COM 00508Y102   220,193 912 SH   SOLE   912 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   218,566 1,399 SH   SOLE   1,399 0 0
AGNICO EAGLE MINES LTD COM 008474108   462,378 7,070 SH   SOLE   7,070 0 0
ALPHABET INC CAP STK CL A 02079K305   1,631,518 8,957 SH   SOLE   8,957 0 0
ALTRIA GROUP INC COM 02209S103   554,025 12,163 SH   SOLE   12,163 0 0
AMAZON COM INC COM 023135106   2,704,534 13,995 SH   SOLE   13,995 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   354,430 17,757 SH   SOLE   17,757 0 0
AMERICAN ELEC PWR CO INC COM 025537101   325,428 3,709 SH   SOLE   3,709 0 0
AMERICAN HOMES 4 RENT CL A 02665T306   210,065 5,653 SH   SOLE   5,653 0 0
AMPHENOL CORP NEW CL A 032095101   253,446 3,762 SH   SOLE   3,762 0 0
ANTERO RESOURCES CORP COM 03674X106   221,460 6,787 SH   SOLE   6,787 0 0
APPLE INC COM 037833100   442,934 2,103 SH   SOLE   2,103 0 0
APPLIED INDL TECHNOLOGIES IN COM 03820C105   335,038 1,727 SH   SOLE   1,727 0 0
ASGN INC COM 00191U102   333,988 3,788 SH   SOLE   3,788 0 0
AUTOLIV INC COM 052800109   233,131 2,179 SH   SOLE   2,179 0 0
AUTONATION INC COM 05329W102   246,242 1,545 SH   SOLE   1,545 0 0
AVANTOR INC COM 05352A100   207,866 9,805 SH   SOLE   9,805 0 0
AXONICS INC COM 05465P101   22,550,757 335,427 SH   SOLE   335,427 0 0
BLUE OWL CAPITAL CORPORATION COM 69121K104   307,354 20,010 SH   SOLE   20,010 0 0
BOISE CASCADE CO DEL COM 09739D100   221,988 1,862 SH   SOLE   1,862 0 0
BRF SA SPONSORED ADR 10552T107   56,443 13,868 SH   SOLE   13,868 0 0
CABOT CORP COM 127055101   398,343 4,335 SH   SOLE   4,335 0 0
CACI INTL INC CL A 127190304   331,200 770 SH   SOLE   770 0 0
CAMECO CORP COM 13321L108   335,495 6,819 SH   SOLE   6,819 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   3,282,561 99,231 SH   SOLE   99,231 0 0
CARLISLE COS INC COM 142339100   266,223 657 SH   SOLE   657 0 0
CATERPILLAR INC COM 149123101   310,782 933 SH   SOLE   933 0 0
CENCORA INC COM 03073E105   366,338 1,626 SH   SOLE   1,626 0 0
CENTENE CORP DEL COM 15135B101   371,612 5,605 SH   SOLE   5,605 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   15,148,303 50,670 SH   SOLE   50,670 0 0
CHESAPEAKE ENERGY CORP COM 165167735   397,306 4,834 SH   SOLE   4,834 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   220,835 1,317 SH   SOLE   1,317 0 0
CIA ENERGETICA DE MINAS GERA SP ADR N-V PFD 204409601   116,032 65,927 SH   SOLE   65,927 0 0
CINTAS CORP COM 172908105   394,947 564 SH   SOLE   564 0 0
CIRRUS LOGIC INC COM 172755100   213,831 1,675 SH   SOLE   1,675 0 0
CISCO SYS INC COM 17275R102   271,520 5,715 SH   SOLE   5,715 0 0
COCA COLA CONS INC COM 191098102   295,120 272 SH   SOLE   272 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   254,932 3,749 SH   SOLE   3,749 0 0
COMMERCIAL METALS CO COM 201723103   569,861 10,363 SH   SOLE   10,363 0 0
COMMVAULT SYS INC COM 204166102   277,666 2,284 SH   SOLE   2,284 0 0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR 20441A102   3,485,783 259,166 SH   SOLE   259,166 0 0
CONSOLIDATED EDISON INC COM 209115104   234,996 2,628 SH   SOLE   2,628 0 0
COSAN S A ADS 22113B103   8,451,963 867,758 SH   SOLE   867,758 0 0
COTY INC COM CL A 222070203   107,134 10,692 SH   SOLE   10,692 0 0
COUPANG INC CL A 22266T109   263,488 12,577 SH   SOLE   12,577 0 0
CURTISS WRIGHT CORP COM 231561101   305,936 1,129 SH   SOLE   1,129 0 0
DIAMONDBACK ENERGY INC COM 25278X109   484,059 2,418 SH   SOLE   2,418 0 0
DILLARDS INC CL A 254067101   347,468 789 SH   SOLE   789 0 0
DOCUSIGN INC COM 256163106   320,198 5,985 SH   SOLE   5,985 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   223,176 3,142 SH   SOLE   3,142 0 0
ECHOSTAR CORP CL A 278768106   203,408 11,421 SH   SOLE   11,421 0 0
ELEVANCE HEALTH INC COM 036752103   303,983 561 SH   SOLE   561 0 0
EMCOR GROUP INC COM 29084Q100   296,080 811 SH   SOLE   811 0 0
ENACT HLDGS INC COM 29249E109   272,782 8,897 SH   SOLE   8,897 0 0
ENTERGY CORP NEW COM 29364G103   234,223 2,189 SH   SOLE   2,189 0 0
EOG RES INC COM 26875P101   223,923 1,779 SH   SOLE   1,779 0 0
EQUITRANS MIDSTREAM CORP COM 294600101   230,823 17,783 SH   SOLE   17,783 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107   351,900 5,075 SH   SOLE   5,075 0 0
ERO COPPER CORP COM 296006109   10,979,592 513,545 SH   SOLE   513,545 0 0
ESAB CORPORATION COM 29605J106   212,656 2,252 SH   SOLE   2,252 0 0
ESSENTIAL PPTYS RLTY TR INC COM 29670E107   254,406 9,181 SH   SOLE   9,181 0 0
EVE HLDG INC COM 29970N104   2,025,000 500,000 SH   SOLE   500,000 0 0
F5 INC COM 315616102   245,428 1,425 SH   SOLE   1,425 0 0
FLOWERS FOODS INC COM 343498101   504,007 22,703 SH   SOLE   22,703 0 0
FLOWSERVE CORP COM 34354P105   514,189 10,690 SH   SOLE   10,690 0 0
FOX CORP CL A COM 35137L105   563,118 16,384 SH   SOLE   16,384 0 0
FREEPORT-MCMORAN INC CL B 35671D857   794,561 16,349 SH   SOLE   16,349 0 0
GENERAL MLS INC COM 370334104   320,096 5,060 SH   SOLE   5,060 0 0
GENUINE PARTS CO COM 372460105   405,831 2,934 SH   SOLE   2,934 0 0
GODADDY INC CL A 380237107   234,294 1,677 SH   SOLE   1,677 0 0
HASHICORP INC COM CL A 418100103   5,645,602 167,575 SH   SOLE   167,575 0 0
HENRY SCHEIN INC COM 806407102   241,529 3,768 SH   SOLE   3,768 0 0
HESS CORP COM 42809H107   27,656,607 187,477 SH   SOLE   187,477 0 0
HF SINCLAIR CORP COM 403949100   255,979 4,799 SH   SOLE   4,799 0 0
HOLOGIC INC COM 436440101   231,140 3,113 SH   SOLE   3,113 0 0
HOST HOTELS & RESORTS INC COM 44107P104   195,281 10,861 SH   SOLE   10,861 0 0
IAC INC COM NEW 44891N208   206,562 4,409 SH   SOLE   4,409 0 0
IMMUNITYBIO INC COM 45256X103   127,474 20,170 SH   SOLE   20,170 0 0
INGREDION INC COM 457187102   463,044 4,037 SH   SOLE   4,037 0 0
INSIGHT ENTERPRISES INC COM 45765U103   319,558 1,611 SH   SOLE   1,611 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   1,034,878 2,160 SH   SOLE   2,160 0 0
ISHARES TR 20 YR TR BD ETF 464287432   12,263,919 133,623 SH   SOLE   133,623 0 0
ISHARES TR MBS ETF 464288588   2,120,352 23,095 SH   SOLE   23,095 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   39,551,582 1,521,800 SH   SOLE   1,521,800 0 0
ITT INC COM 45073V108   226,582 1,754 SH   SOLE   1,754 0 0
JOHNSON & JOHNSON COM 478160104   219,971 1,505 SH   SOLE   1,505 0 0
KENVUE INC COM 49177J102   257,720 14,176 SH   SOLE   14,176 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   12,442,710 460,500 SH   SOLE   460,500 0 0
KROGER CO COM 501044101   622,677 12,471 SH   SOLE   12,471 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   483,140 4,042 SH   SOLE   4,042 0 0
LEIDOS HOLDINGS INC COM 525327102   229,323 1,572 SH   SOLE   1,572 0 0
LENNAR CORP CL A 526057104   210,567 1,405 SH   SOLE   1,405 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   436,266 4,654 SH   SOLE   4,654 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   2,559,336 378,600 SH   SOLE   378,600 0 0
MARATHON OIL CORP COM 565849106   320,846 11,191 SH   SOLE   11,191 0 0
MARATHON PETE CORP COM 56585A102   425,720 2,454 SH   SOLE   2,454 0 0
MASCO CORP COM 574599106   201,810 3,027 SH   SOLE   3,027 0 0
MASTERCARD INCORPORATED CL A 57636Q104   14,756,361 33,449 SH   SOLE   33,449 0 0
MATTEL INC COM 577081102   197,884 12,170 SH   SOLE   12,170 0 0
MATTERPORT INC COM CL A 577096100   1,506,716 337,073 SH   SOLE   337,073 0 0
MCKESSON CORP COM 58155Q103   250,553 429 SH   SOLE   429 0 0
MERITAGE HOMES CORP COM 59001A102   235,330 1,454 SH   SOLE   1,454 0 0
META PLATFORMS INC CL A 30303M102   472,454 937 SH   SOLE   937 0 0
MICROSOFT CORP COM 594918104   9,020,792 20,183 SH   SOLE   20,183 0 0
MSC INDL DIRECT INC CL A 553530106   253,871 3,201 SH   SOLE   3,201 0 0
MUELLER INDS INC COM 624756102   252,016 4,426 SH   SOLE   4,426 0 0
MURPHY USA INC COM 626755102   230,505 491 SH   SOLE   491 0 0
NEWS CORP NEW CL A 65249B109   558,155 20,245 SH   SOLE   20,245 0 0
NEXSTAR MEDIA GROUP INC COMMON STOCK 65336K103   395,934 2,385 SH   SOLE   2,385 0 0
NRG ENERGY INC COM NEW 629377508   520,183 6,681 SH   SOLE   6,681 0 0
NUCOR CORP COM 670346105   465,071 2,942 SH   SOLE   2,942 0 0
OGE ENERGY CORP COM 670837103   250,043 7,004 SH   SOLE   7,004 0 0
OMNICOM GROUP INC COM 681919106   412,710 4,601 SH   SOLE   4,601 0 0
ORGANON & CO COMMON STOCK 68622V106   225,154 10,877 SH   SOLE   10,877 0 0
OVINTIV INC COM 69047Q102   301,749 6,438 SH   SOLE   6,438 0 0
PAN AMERN SILVER CORP COM 697900108   759,853 38,222 SH   SOLE   38,222 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   253,185 1,699 SH   SOLE   1,699 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   269,572 18,604 SH   SOLE   18,604 0 0
PILGRIMS PRIDE CORP COM 72147K108   362,807 9,426 SH   SOLE   9,426 0 0
POST HLDGS INC COM 737446104   224,986 2,160 SH   SOLE   2,160 0 0
PPL CORP COM 69351T106   205,771 7,442 SH   SOLE   7,442 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   457,087 6,202 SH   SOLE   6,202 0 0
PULTE GROUP INC COM 745867101   231,761 2,105 SH   SOLE   2,105 0 0
RELIANCE INC COM 759509102   251,328 880 SH   SOLE   880 0 0
RIO TINTO PLC SPONSORED ADR 767204100   17,009,940 258,000 SH   SOLE   258,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   221,789 2,221 SH   SOLE   2,221 0 0
SOUTHWEST GAS HLDGS INC COM 844895102   289,262 4,110 SH   SOLE   4,110 0 0
SPDR INDEX SHS FDS PUT 78463X952   450,000 1,000,000 SH Put SOLE   1,000,000 0 0
SPDR S&P 500 ETF TR CALL 78462F903   38,800 20,000 SH Call SOLE   20,000 0 0
SPDR S&P 500 ETF TR PUT 78462F953   36,200 20,000 SH Put SOLE   20,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   1,796,720 19,380 SH   SOLE   19,380 0 0
SPROUTS FMRS MKT INC COM 85208M102   551,570 6,593 SH   SOLE   6,593 0 0
STEEL DYNAMICS INC COM 858119100   617,586 4,769 SH   SOLE   4,769 0 0
STIFEL FINL CORP COM 860630102   202,212 2,403 SH   SOLE   2,403 0 0
SUZANO S A SPON ADS 86959K105   14,367,781 1,399,005 SH   SOLE   1,399,005 0 0
SYSCO CORP COM 871829107   563,981 7,900 SH   SOLE   7,900 0 0
T-MOBILE US INC COM 872590104   315,538 1,791 SH   SOLE   1,791 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   5,287,995 30,424 SH   SOLE   30,424 0 0
TARGA RES CORP COM 87612G101   239,402 1,859 SH   SOLE   1,859 0 0
TECK RESOURCES LTD CL B 878742204   38,560,123 805,013 SH   SOLE   805,013 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   265,071 361 SH   SOLE   361 0 0
TEXAS ROADHOUSE INC COM 882681109   238,162 1,387 SH   SOLE   1,387 0 0
THE CIGNA GROUP COM 125523100   288,588 873 SH   SOLE   873 0 0
TIM S A SPONSORED ADR 88706T108   1,028,835 71,846 SH   SOLE   71,846 0 0
TOLL BROTHERS INC COM 889478103   247,983 2,153 SH   SOLE   2,153 0 0
UFP INDUSTRIES INC COM 90278Q108   231,504 2,067 SH   SOLE   2,067 0 0
UGI CORP NEW COM 902681105   209,535 9,150 SH   SOLE   9,150 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   276,501 868 SH   SOLE   868 0 0
US FOODS HLDG CORP COM 912008109   376,953 7,115 SH   SOLE   7,115 0 0
VALERO ENERGY CORP COM 91913Y100   404,911 2,583 SH   SOLE   2,583 0 0
VANECK ETF TRUST EMERGING MRKT HI 92189F353   4,683,903 244,718 SH   SOLE   244,718 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   315,651 7,654 SH   SOLE   7,654 0 0
VICI PPTYS INC COM 925652109   699,962 24,440 SH   SOLE   24,440 0 0
VISTRA CORP COM 92840M102   278,403 3,238 SH   SOLE   3,238 0 0
VONTIER CORPORATION COM 928881101   203,377 5,324 SH   SOLE   5,324 0 0
WABTEC COM 929740108   239,130 1,513 SH   SOLE   1,513 0 0
WESTERN UN CO COM 959802109   452,274 37,011 SH   SOLE   37,011 0 0
WESTROCK CO COM 96145D105   357,952 7,122 SH   SOLE   7,122 0 0
WILLIAMS SONOMA INC COM 969904101   247,921 878 SH   SOLE   878 0 0
WINTRUST FINL CORP COM 97650W108   206,582 2,096 SH   SOLE   2,096 0 0
WORKDAY INC CL A 98138H101   5,876,051 26,284 SH   SOLE   26,284 0 0
XP INC CL A G98239109   3,969,430 225,664 SH   SOLE   225,664 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   207,835 1,915 SH   SOLE   1,915 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   200,358 3,385 SH   SOLE   3,385 0 0