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
Expires: July 31, 2015
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
Akamai Technologies Inc Common Stock 00971T101 1,236 15,500 SH SOLE 0 0 15,500
Albemarle Corp Common Stock 012653101 1,247 19,900 SH SOLE 0 0 19,900
Anglogold Ashanti Plc Common Stock G0378L100 1,203 26,400 SH SOLE 0 0 26,400
AppLovin Corp Common Stock 03831W108 1,225 3,500 SH SOLE 0 0 3,500
Atlassian Corp Common Stock 049468101 1,035 5,100 SH SOLE 0 0 5,100
Aurora Innovation Inc Common Stock 051774107 870 166,100 SH SOLE 0 0 166,100
Best Buy Co Inc Common Stock 086516101 1,107 16,500 SH SOLE 0 0 16,500
Bio-Rad Laboratories Inc Common Stock 090572207 965 4,000 SH SOLE 0 0 4,000
Block Inc Common Stock 852234103 1,338 19,700 SH SOLE 0 0 19,700
Builders FirstSource Inc Common Stock 12008R107 1,120 9,600 SH SOLE 0 0 9,600
Carvana Co Common Stock 146869102 1,482 4,400 SH SOLE 0 0 4,400
Celsius Holdings Inc Common Stock 15118V207 1,428 30,800 SH SOLE 0 0 30,800
Centene Corp Common Stock 15135B101 1,253 23,100 SH SOLE 0 0 23,100
CNH Industrial NV Common Stock N20944109 1,310 101,100 SH SOLE 0 0 101,100
Coinbase Global Inc Common Stock 19260Q107 1,822 5,200 SH SOLE 0 0 5,200
ConocoPhillips Common Stock 20825C104 1,301 14,500 SH SOLE 0 0 14,500
CVS Health Corp Common Stock 126650100 1,414 20,500 SH SOLE 0 0 20,500
Deckers Outdoor Corp Common Stock 243537107 1,092 10,600 SH SOLE 0 0 10,600
Delta Air Lines Inc Common Stock 247361702 1,185 24,100 SH SOLE 0 0 24,100
Dollar Tree Inc Common Stock 256746108 1,386 14,000 SH SOLE 0 0 14,000
DR Horton Inc Common Stock 23331A109 1,289 10,000 SH SOLE 0 0 10,000
Edison International Common Stock 281020107 1,109 21,500 SH SOLE 0 0 21,500
FedEx Corp Common Stock 31428X106 1,250 5,500 SH SOLE 0 0 5,500
First Trust Water ETF ETP 33733B100 15,538 143,900 SH SOLE 0 0 143,900
Freeport-McMoRan Inc Common Stock 35671D857 1,369 31,600 SH SOLE 0 0 31,600
Gap Inc/The Common Stock 364760108 1,216 55,800 SH SOLE 0 0 55,800
General Motors Co Common Stock 37045V100 1,269 25,800 SH SOLE 0 0 25,800
GLOBALFOUNDRIES Inc Common Stock G39387108 1,172 30,700 SH SOLE 0 0 30,700
Grab Holdings Ltd Common Stock G4124C109 1,295 257,500 SH SOLE 0 0 257,500
Humana Inc Common Stock 444859102 1,295 5,300 SH SOLE 0 0 5,300
Interactive Brokers Group Inc Common Stock 45841N107 1,462 26,400 SH SOLE 0 0 26,400
Invesco S&P Global Water Index ETP 46138E263 13,487 215,800 SH SOLE 0 0 215,800
Invesco Water Resources ETF ETP 46137V142 15,492 221,600 SH SOLE 0 0 221,600
iShares MSCI Brazil ETF ETP 464286400 7,798 270,300 SH SOLE 0 0 270,300
iShares MSCI Eurozone ETF ETP 464286608 13,721 230,800 SH SOLE 0 0 230,800
iShares MSCI India ETF ETP 46429B598 7,193 129,200 SH SOLE 0 0 129,200
iShares MSCI Switzerland ETF ETP 464286749 12,852 234,500 SH SOLE 0 0 234,500
iShares MSCI United Kingdom ET ETP 46435G334 13,437 338,300 SH SOLE 0 0 338,300
iShares S&P 100 ETF ETP 464287101 8,369 27,500 SH SOLE 0 0 27,500
iShares S&P 500 Growth ETF ETP 464287309 8,576 77,900 SH SOLE 0 0 77,900
Jones Lang LaSalle Inc Common Stock 48020Q107 1,202 4,700 SH SOLE 0 0 4,700
Maplebear Inc Common Stock 565394103 1,425 31,500 SH SOLE 0 0 31,500
MetLife Inc Common Stock 59156R108 1,278 15,900 SH SOLE 0 0 15,900
MicroStrategy Inc Common Stock 594972408 1,374 3,400 SH SOLE 0 0 3,400
Mobileye Global Inc Common Stock 60741F104 1,413 78,600 SH SOLE 0 0 78,600
Mosaic Co/The Common Stock 61945C103 1,357 37,200 SH SOLE 0 0 37,200
Nucor Corp Common Stock 670346105 1,334 10,300 SH SOLE 0 0 10,300
Pilgrim's Pride Corp Common Stock 72147K108 1,191 26,500 SH SOLE 0 0 26,500
Reddit Inc Common Stock 75734B100 1,565 10,400 SH SOLE 0 0 10,400
Regal Rexnord Corp Common Stock 758750103 1,319 9,100 SH SOLE 0 0 9,100
Regeneron Pharmaceuticals Inc Common Stock 75886F107 1,365 2,600 SH SOLE 0 0 2,600
RenaissanceRe Holdings Ltd Common Stock G7496G103 1,287 5,300 SH SOLE 0 0 5,300
Roku Inc Common Stock 77543R102 1,511 17,200 SH SOLE 0 0 17,200
Schwab U.S. Large-Cap Growth E ETP 808524300 8,427 288,500 SH SOLE 0 0 288,500
Snap-on Inc Common Stock 833034101 1,182 3,800 SH SOLE 0 0 3,800
Stellantis NV Common Stock N82405106 1,261 125,800 SH SOLE 0 0 125,800
Summit Therapeutics Inc Common Stock 86627T108 1,289 60,600 SH SOLE 0 0 60,600
Super Micro Computer Inc Common Stock 86800U302 1,401 28,600 SH SOLE 0 0 28,600
Synchrony Financial Common Stock 87165B103 1,388 20,800 SH SOLE 0 0 20,800
Technology Select Sector SPDR ETP 81369Y803 8,356 33,000 SH SOLE 0 0 33,000
Tesla Inc Common Stock 88160R101 1,207 3,800 SH SOLE 0 0 3,800
Twilio Inc Common Stock 90138F102 1,343 10,800 SH SOLE 0 0 10,800
United Airlines Holdings Inc Common Stock 910047109 1,305 16,400 SH SOLE 0 0 16,400
United Therapeutics Corp Common Stock 91307C102 1,120 3,900 SH SOLE 0 0 3,900
VanEck Russia ETF ETP 92189F403 0 230,500 SH SOLE 0 0 230,500
Vanguard Consumer Discretionar ETP 92204A108 8,007 22,100 SH SOLE 0 0 22,100
Vanguard FTSE Emerging Markets ETP 922042858 9,372 189,500 SH SOLE 0 0 189,500
Vanguard Health Care ETF ETP 92204A504 7,127 28,700 SH SOLE 0 0 28,700
Vertiv Holdings Co Common Stock 92537N108 1,759 13,700 SH SOLE 0 0 13,700
Vistra Corp Common Stock 92840M102 1,531 7,900 SH SOLE 0 0 7,900
Walgreens Boots Alliance Inc Common Stock 931427108 1,253 109,200 SH SOLE 0 0 109,200
Warner Bros Discovery Inc Common Stock 934423104 1,604 140,000 SH SOLE 0 0 140,000
WESCO International Inc Common Stock 95082P105 1,314 7,100 SH SOLE 0 0 7,100