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
AGCO CORP COM 001084102 BBG000DCCZW2 2,197,154 23,504 SH   SOLE   23,504 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JVL2 4,454,018 52,530 SH   SOLE   52,530 0 0
ALPHABET INC CAP STK CL A 02079K305 BBG009S39JX6 2,596,818 13,718 SH   SOLE   13,718 0 0
AMBEV SA SPONSORED ADR 02319V103 BBG000BN5VZ4 893,328 456,148 SH   SOLE   456,148 0 0
AMN HEALTHCARE SVCS INC COM 001744101 BBG000BCT197 2,132,540 89,153 SH   SOLE   89,153 0 0
APPLE INC COM 037833100 BBG000B9XRY4 292,741 1,169 SH   SOLE   1,169 0 0
APPLIED MATLS INC COM 038222105 BBG000BBPFB9 1,908,626 11,736 SH   SOLE   11,736 0 0
ATKORE INC COM 047649108 BBG000QTFDQ4 2,003,217 24,005 SH   SOLE   24,005 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 BBG000DQLV23 2,194,472 38,799 SH   SOLE   38,799 0 0
COMCAST CORP NEW CL A 20030N101 BBG000BFT2L4 1,886,595 50,269 SH   SOLE   50,269 0 0
COPA HOLDINGS SA CL A P31076105 BBG000C29813 857,094 9,753 SH   SOLE   9,753 0 0
EQUINOR ASA SPONSORED ADR 29446M102 BBG000NT0ZZ4 3,755,102 158,510 SH   SOLE   158,510 0 0
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 BBG01M8KRW07 1,454,685 40,577 SH   SOLE   40,577 0 0
FRANKLIN TEMPLETON ETF TR FTSE JAPAN ETF 35473P744 BBG00J3MDY16 368,611 12,884 SH   SOLE   12,884 0 0
GERDAU SA SPON ADR REP PFD 373737105 BBG000K91FQ4 854,358 296,652 SH   SOLE   296,652 0 0
GLOBAL X FDS DEFENSE TECH ETF 37960A529 BBG01J6K2R13 365,941 9,746 SH   SOLE   9,746 0 0
ISHARES TR 0-5 YR TIPS ETF 46429B747 BBG0019SRJP8 1,391,535 13,832 SH   SOLE   13,832 0 0
ISHARES INC CORE MSCI EMKT 46434G103 BBG003HC3CQ0 2,881,761 55,185 SH   SOLE   55,185 0 0
ISHARES TR FLTG RATE NT ETF 46429B655 BBG001QWVB81 3,302,307 64,902 SH   SOLE   64,902 0 0
ISHARES GOLD TR ISHARES NEW 464285204 BBG000QLKDR4 1,683,194 33,996 SH   SOLE   33,996 0 0
ISHARES TR EAFE VALUE ETF 464288877 BBG000GLBJK9 534,932 10,195 SH   SOLE   10,195 0 0
ISHARES TR SHORT TREAS BD 464288679 BBG000QN04L8 5,322,057 48,334 SH   SOLE   48,334 0 0
KB FINL GROUP INC SPONSORED ADR 48241A105 BBG000J600W9 891,566 15,669 SH   SOLE   15,669 0 0
KKR & CO INC COM 48251W104 BBG000BCQ6J8 306,765 2,074 SH   SOLE   2,074 0 0
MEDIFAST INC COM 58470H101 BBG000BWBW76 1,352,265 76,746 SH   SOLE   76,746 0 0
MOSAIC CO NEW COM 61945C103 BBG000BFXHL6 2,014,994 81,977 SH   SOLE   81,977 0 0
NETEASE INC SPONSORED ADS 64110W102 BBG000BX72V8 1,087,381 12,189 SH   SOLE   12,189 0 0
NUTRIEN LTD COM 67077M108 BBG00JM9SL98 3,625,309 79,368 SH   SOLE   79,368 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDF97 4,101,610 42,289 SH   SOLE   42,289 0 0
PFIZER INC COM 717081103 BBG000BR2B91 2,173,471 81,925 SH   SOLE   81,925 0 0
PULTE GROUP INC COM 745867101 BBG000BR54L0 1,830,488 16,775 SH   SOLE   16,775 0 0
QUALCOMM INC COM 747525103 BBG000CGC1X8 2,039,612 13,277 SH   SOLE   13,277 0 0
STELLANTIS N.V SHS N82405106 BBG0078ZLDG9 3,719,244 285,001 SH   SOLE   285,001 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG000BD8ZK0 5,104,965 25,770 SH   SOLE   25,770 0 0
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 BBG004N1LXS7 1,732,170 27,428 SH   SOLE   27,428 0 0
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG000PWXXY5 3,602,886 46,183 SH   SOLE   46,183 0 0
WISDOMTREE TR EUROPE SMCP DV 97717W869 BBG000BT0PS7 536,071 9,451 SH   SOLE   9,451 0 0
WISDOMTREE TR US HIGH DIVIDEND 97717W208 BBG000BSXYW9 1,389,300 14,874 SH   SOLE   14,874 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 BBG00DY7QWH1 936,191 47,887 SH   SOLE   47,887 0 0