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
ABBVIE INC COM 00287Y109   259,094 1,312 SH   SOLE   1,312 0 0
ABERCROMBIE & FITCH CO CL A 002896207   226,918 1,622 SH   SOLE   1,622 0 0
ACI WORLDWIDE INC COM 004498101   234,954 4,616 SH   SOLE   4,616 0 0
ADT INC DEL COM 00090Q103   125,318 17,333 SH   SOLE   17,333 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   276,301 1,554 SH   SOLE   1,554 0 0
AGREE RLTY CORP COM 008492100   359,249 4,769 SH   SOLE   4,769 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   9,023,433 488,281 SH   SOLE   488,281 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   10,359,010 97,616 SH   SOLE   97,616 0 0
ALLISON TRANSMISSION HLDGS I COM 01973R101   273,992 2,852 SH   SOLE   2,852 0 0
ALPHABET INC CAP STK CL A 02079K305   1,526,318 9,203 SH   SOLE   9,203 0 0
ALTRIA GROUP INC COM 02209S103   735,588 14,412 SH   SOLE   14,412 0 0
AMAZON COM INC COM 023135106   15,380,424 82,544 SH   SOLE   82,544 0 0
AMPHENOL CORP NEW CL A 032095101   235,553 3,615 SH   SOLE   3,615 0 0
APPLE INC COM 037833100   303,832 1,304 SH   SOLE   1,304 0 0
APPLIED MATLS INC COM 038222105   344,697 1,706 SH   SOLE   1,706 0 0
AT&T INC COM 00206R102   261,646 11,893 SH   SOLE   11,893 0 0
AUTONATION INC COM 05329W102   305,595 1,708 SH   SOLE   1,708 0 0
AUTOZONE INC COM 053332102   226,803 72 SH   SOLE   72 0 0
AVNET INC COM 053807103   260,525 4,797 SH   SOLE   4,797 0 0
AXALTA COATING SYS LTD COM G0750C108   272,764 7,537 SH   SOLE   7,537 0 0
AXONICS INC COM 05465P101   22,510,867 323,432 SH   SOLE   323,432 0 0
AZUL S A SPONSR ADR PFD 05501U106   306,181 89,006 SH   SOLE   89,006 0 0
BEST BUY INC COM 086516101   338,204 3,274 SH   SOLE   3,274 0 0
BIOGEN INC COM 09062X103   227,374 1,173 SH   SOLE   1,173 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   282,082 3,420 SH   SOLE   3,420 0 0
CACI INTL INC CL A 127190304   521,210 1,033 SH   SOLE   1,033 0 0
CAMDEN PPTY TR SH BEN INT 133131102   372,443 3,015 SH   SOLE   3,015 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   3,112,762 73,345 SH   SOLE   73,345 0 0
CARLISLE COS INC COM 142339100   231,621 515 SH   SOLE   515 0 0
CARVANA CO CL A 146869102   219,204 1,259 SH   SOLE   1,259 0 0
CATALENT INC COM 148806102   808,488 13,348 SH   SOLE   13,348 0 0
CATERPILLAR INC COM 149123101   229,979 588 SH   SOLE   588 0 0
CENCORA INC COM 03073E105   391,414 1,739 SH   SOLE   1,739 0 0
CENTENE CORP DEL COM 15135B101   375,045 4,982 SH   SOLE   4,982 0 0
CENTRAIS ELETRICAS BRASILEIR SPONSORED ADR 15234Q207   1,599,934 221,291 SH   SOLE   221,291 0 0
CF INDS HLDGS INC COM 125269100   475,504 5,542 SH   SOLE   5,542 0 0
CHAMPIONX CORPORATION COM 15872M104   2,069,948 68,655 SH   SOLE   68,655 0 0
CHENIERE ENERGY INC COM NEW 16411R208   725,834 4,036 SH   SOLE   4,036 0 0
CIRRUS LOGIC INC COM 172755100   368,034 2,963 SH   SOLE   2,963 0 0
COCA COLA CONS INC COM 191098102   546,306 415 SH   SOLE   415 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   216,567 2,806 SH   SOLE   2,806 0 0
COMMERCIAL METALS CO COM 201723103   420,334 7,648 SH   SOLE   7,648 0 0
COMMVAULT SYS INC COM 204166102   424,318 2,758 SH   SOLE   2,758 0 0
CONOCOPHILLIPS COM 20825C104   376,481 3,576 SH   SOLE   3,576 0 0
CONSOLIDATED EDISON INC COM 209115104   250,641 2,407 SH   SOLE   2,407 0 0
CORVEL CORP COM 221006109   207,575 635 SH   SOLE   635 0 0
COSAN S A ADS 22113B103   8,207,489 858,524 SH   SOLE   858,524 0 0
COTY INC COM CL A 222070203   95,478 10,168 SH   SOLE   10,168 0 0
CROCS INC COM 227046109   263,989 1,823 SH   SOLE   1,823 0 0
DILLARDS INC CL A 254067101   446,231 1,163 SH   SOLE   1,163 0 0
DOCUSIGN INC COM 256163106   248,050 3,995 SH   SOLE   3,995 0 0
DONALDSON INC COM 257651109   261,561 3,549 SH   SOLE   3,549 0 0
DT MIDSTREAM INC COMMON STOCK 23345M107   483,366 6,145 SH   SOLE   6,145 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204   324,224 2,812 SH   SOLE   2,812 0 0
EDISON INTL COM 281020107   236,885 2,720 SH   SOLE   2,720 0 0
ELECTRONIC ARTS INC COM 285512109   388,005 2,705 SH   SOLE   2,705 0 0
ELEVANCE HEALTH INC COM 036752103   271,960 523 SH   SOLE   523 0 0
ENACT HLDGS INC COM 29249E109   442,390 12,177 SH   SOLE   12,177 0 0
EOG RES INC COM 26875P101   620,182 5,045 SH   SOLE   5,045 0 0
ERO COPPER CORP COM 296006109   11,419,388 512,770 SH   SOLE   512,770 0 0
EVE HLDG INC COM 29970N104   1,620,000 500,000 SH   SOLE   500,000 0 0
EXELIXIS INC COM 30161Q104   522,477 20,134 SH   SOLE   20,134 0 0
EXXON MOBIL CORP COM 30231G102   524,325 4,473 SH   SOLE   4,473 0 0
FAIR ISAAC CORP COM 303250104   229,335 118 SH   SOLE   118 0 0
FEDERAL SIGNAL CORP COM 313855108   255,613 2,735 SH   SOLE   2,735 0 0
FIRST INDL RLTY TR INC COM 32054K103   253,254 4,524 SH   SOLE   4,524 0 0
FLOWERS FOODS INC COM 343498101   280,462 12,157 SH   SOLE   12,157 0 0
FLOWSERVE CORP COM 34354P105   246,613 4,771 SH   SOLE   4,771 0 0
FOX CORP CL A COM 35137L105   840,547 19,857 SH   SOLE   19,857 0 0
FREEPORT-MCMORAN INC CL B 35671D857   406,798 8,149 SH   SOLE   8,149 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   229,724 4,465 SH   SOLE   4,465 0 0
GAP INC COM 364760108   346,295 15,705 SH   SOLE   15,705 0 0
GENERAL MLS INC COM 370334104   321,543 4,354 SH   SOLE   4,354 0 0
GODADDY INC CL A 380237107   671,018 4,280 SH   SOLE   4,280 0 0
GROUP 1 AUTOMOTIVE INC COM 398905109   240,549 628 SH   SOLE   628 0 0
HASHICORP INC COM CL A 418100103   12,659,645 373,882 SH   SOLE   373,882 0 0
HESS CORP COM 42809H107   30,172,859 222,186 SH   SOLE   222,186 0 0
HOLOGIC INC COM 436440101   370,887 4,553 SH   SOLE   4,553 0 0
HP INC COM 40434L105   275,697 7,686 SH   SOLE   7,686 0 0
HUNTINGTON INGALLS INDS INC COM 446413106   277,070 1,048 SH   SOLE   1,048 0 0
INTERNATIONAL PAPER CO COM 460146103   312,200 6,391 SH   SOLE   6,391 0 0
ISHARES SILVER TR ISHARES 46428Q109   900,114 31,683 SH   SOLE   31,683 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   48,362,804 1,521,800 SH   SOLE   1,521,800 0 0
ISHARES TR CALL 464287234   21,000 50,000 SH Call SOLE   50,000 0 0
ISHARES TR CALL 464287184   642,000 300,000 SH Call SOLE   300,000 0 0
ISHARES TR CALL 464287234   32,508 51,600 SH Call SOLE   51,600 0 0
ISHARES TR CALL 464287234   14,964 17,200 SH Call SOLE   17,200 0 0
ISHARES TR NATIONAL MUN ETF 464288414   17,934,596 165,098 SH   SOLE   165,098 0 0
JUNIPER NETWORKS INC COM 48203R104   499,022 12,802 SH   SOLE   12,802 0 0
KINDER MORGAN INC DEL COM 49456B101   232,497 10,525 SH   SOLE   10,525 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   26,127,360 768,000 SH   SOLE   768,000 0 0
KROGER CO COM 501044101   260,428 4,545 SH   SOLE   4,545 0 0
LOCKHEED MARTIN CORP COM 539830109   379,964 650 SH   SOLE   650 0 0
LOGITECH INTL S A SHS H50430232   285,880 3,186 SH   SOLE   3,186 0 0
LOMA NEGRA C I A S A MTN 14 SPONSORED ADS 54150E104   3,051,516 378,600 SH   SOLE   378,600 0 0
LOUISIANA PAC CORP COM 546347105   269,080 2,504 SH   SOLE   2,504 0 0
LUMEN TECHNOLOGIES INC COM 550241103   318,265 44,826 SH   SOLE   44,826 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   201,198 2,098 SH   SOLE   2,098 0 0
MAGNOLIA OIL & GAS CORP CL A 559663109   320,342 13,118 SH   SOLE   13,118 0 0
MARATHON PETE CORP COM 56585A102   280,857 1,724 SH   SOLE   1,724 0 0
MASIMO CORP COM 574795100   241,994 1,815 SH   SOLE   1,815 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,009,272 4,069 SH   SOLE   4,069 0 0
MATTERPORT INC COM CL A 577096100   416,596 92,577 SH   SOLE   92,577 0 0
MAXIMUS INC COM 577933104   331,556 3,559 SH   SOLE   3,559 0 0
MCKESSON CORP COM 58155Q103   357,466 723 SH   SOLE   723 0 0
META PLATFORMS INC CL A 30303M102   445,358 778 SH   SOLE   778 0 0
MICROSOFT CORP COM 594918104   12,283,344 28,546 SH   SOLE   28,546 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   245,048 545 SH   SOLE   545 0 0
MSC INDL DIRECT INC CL A 553530106   209,384 2,433 SH   SOLE   2,433 0 0
MUELLER INDS INC COM 624756102   339,526 4,582 SH   SOLE   4,582 0 0
MURPHY USA INC COM 626755102   485,477 985 SH   SOLE   985 0 0
NATIONAL FUEL GAS CO COM 636180101   217,226 3,584 SH   SOLE   3,584 0 0
NETAPP INC COM 64110D104   602,235 4,876 SH   SOLE   4,876 0 0
NEW YORK TIMES CO CL A 650111107   873,518 15,691 SH   SOLE   15,691 0 0
NEWS CORP NEW CL A 65249B109   634,353 23,821 SH   SOLE   23,821 0 0
NEXGEN ENERGY LTD COM 65340P106   6,584,852 1,008,400 SH   SOLE   1,008,400 0 0
NISOURCE INC COM 65473P105   315,176 9,096 SH   SOLE   9,096 0 0
NRG ENERGY INC COM NEW 629377508   353,468 3,880 SH   SOLE   3,880 0 0
NUCOR CORP COM 670346105   205,515 1,367 SH   SOLE   1,367 0 0
OGE ENERGY CORP COM 670837103   355,274 8,661 SH   SOLE   8,661 0 0
OMEGA HEALTHCARE INVS INC COM 681936100   303,785 7,464 SH   SOLE   7,464 0 0
ONEOK INC NEW COM 682680103   348,025 3,819 SH   SOLE   3,819 0 0
PAN AMERN SILVER CORP COM 697900108   2,689,559 128,872 SH   SOLE   128,872 0 0
PENSKE AUTOMOTIVE GRP INC COM 70959W103   547,843 3,373 SH   SOLE   3,373 0 0
PETROLEO BRASILEIRO SA PETRO PUT 71654V408   28,500 150,000 SH Put SOLE   150,000 0 0
PILGRIMS PRIDE CORP COM 72147K108   522,207 11,340 SH   SOLE   11,340 0 0
PORTLAND GEN ELEC CO COM NEW 736508847   218,089 4,553 SH   SOLE   4,553 0 0
POST HLDGS INC COM 737446104   288,912 2,496 SH   SOLE   2,496 0 0
PPL CORP COM 69351T106   213,035 6,440 SH   SOLE   6,440 0 0
PRIMERICA INC COM 74164M108   228,824 863 SH   SOLE   863 0 0
PUBLIC SVC ENTERPRISE GRP IN COM 744573106   391,989 4,394 SH   SOLE   4,394 0 0
QUEST DIAGNOSTICS INC COM 74834L100   201,359 1,297 SH   SOLE   1,297 0 0
REGENERON PHARMACEUTICALS COM 75886F107   337,448 321 SH   SOLE   321 0 0
RELIANCE INC COM 759509102   588,253 2,034 SH   SOLE   2,034 0 0
REYNOLDS CONSUMER PRODS INC COM 76171L106   212,413 6,830 SH   SOLE   6,830 0 0
RIO TINTO PLC SPONSORED ADR 767204100   18,361,860 258,000 SH   SOLE   258,000 0 0
RYMAN HOSPITALITY PPTYS INC COM 78377T107   375,662 3,503 SH   SOLE   3,503 0 0
SILGAN HLDGS INC COM 827048109   249,480 4,752 SH   SOLE   4,752 0 0
SNAP ON INC COM 833034101   207,432 716 SH   SOLE   716 0 0
SOUTHERN CO COM 842587107   320,680 3,556 SH   SOLE   3,556 0 0
SPDR SER TR S&P BIOTECH 78464A870   3,900,624 39,480 SH   SOLE   39,480 0 0
STAG INDL INC COM 85254J102   402,979 10,309 SH   SOLE   10,309 0 0
STEEL DYNAMICS INC COM 858119100   383,788 3,044 SH   SOLE   3,044 0 0
SUZANO S A SPON ADS 86959K105   35,387,240 3,538,724 SH   SOLE   3,538,724 0 0
T-MOBILE US INC COM 872590104   750,944 3,639 SH   SOLE   3,639 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,620,995 38,124 SH   SOLE   38,124 0 0
TARGA RES CORP COM 87612G101   309,785 2,093 SH   SOLE   2,093 0 0
TECK RESOURCES LTD CL B 878742204   42,053,879 805,013 SH   SOLE   805,013 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   216,060 1,300 SH   SOLE   1,300 0 0
TEXAS PACIFIC LAND CORPORATI COM 88262P102   319,391 361 SH   SOLE   361 0 0
TEXAS ROADHOUSE INC COM 882681109   408,123 2,311 SH   SOLE   2,311 0 0
UNITED STATES STL CORP NEW COM 912909108   326,591 9,244 SH   SOLE   9,244 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   526,774 1,470 SH   SOLE   1,470 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   216,185 944 SH   SOLE   944 0 0
VALERO ENERGY CORP COM 91913Y100   361,340 2,676 SH   SOLE   2,676 0 0
VANECK ETF TRUST EMERGING MRKT HI 92189F353   3,431,582 172,528 SH   SOLE   172,528 0 0
VICI PPTYS INC COM 925652109   375,670 11,278 SH   SOLE   11,278 0 0
VISA INC COM CL A 92826C839   2,282,360 8,301 SH   SOLE   8,301 0 0
WILLIAMS SONOMA INC COM 969904101   222,620 1,437 SH   SOLE   1,437 0 0
XP INC CL A G98239109   4,048,412 225,664 SH   SOLE   225,664 0 0