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
BANCO MACRO SA SPON ADR B 05961W105 110,411,481 1,141,086 SH SOLE 110,411 0 0
H & E EQUIPMENT SERVICES INC COM 404030108 2,615,443 53,420 SH SOLE 2,615 0 0
HERC HLDGS INC COM 42704L104 1,476,395 7,798 SH SOLE 1,476 0 0
HUBBELL INC COM 443510607 35,606 85 SH SOLE 35 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 106,108,668 1,206,603 SH SOLE 106,108 0 0
TETRA TECH INC NEW COM 88162G103 656,484 16,478 SH SOLE 656 0 0
GILEAD SCIENCES INC COM 375558103 431,830 4,675 SH SOLE 431 0 0
ISHARES INC MSCI TURKEY ETF 464286715 2,658,338 74,131 SH SOLE 2,658 0 0
JD.COM INC SPON ADS CL A 47215P106 5,405,504 155,913 SH SOLE 5,405 0 0
PURE STORAGE INC CL A 74624M102 2,727,492 44,400 SH SOLE 2,727 0 0
TIMKEN CO COM 887389104 3,367,736 47,187 SH SOLE 3,367 0 0
AECOM COM 00766T100 3,578,577 33,501 SH SOLE 3,578 0 0
DYNATRACE INC COM NEW 268150109 3,765,585 69,284 SH SOLE 3,765 0 0
ENPHASE ENERGY INC COM 29355A107 484,194 7,050 SH SOLE 484 0 0
EPAM SYS INC COM M2682V108 474,655 2,030 SH SOLE 474 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS 0295S0001 34,310,747 305,582 SH SOLE 34,310 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 49,067,048 4,896,911 SH SOLE 49,067 0 0
TRANSUNION COM 89400J107 5,079,952 54,794 SH SOLE 5,079 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 3,957,377 34,833 SH SOLE 3,957 0 0
XYLEM INC COM 98419M100 2,976,261 25,653 SH SOLE 2,976 0 0
C3 AI INC CL A 12468P104 482,020 14,000 SH SOLE 482 0 0
CADELER A S SPON ADR 12738K109 5,278,723 236,396 SH SOLE 5,278 0 0
NETEASE INC SPONSORED ADS 44332N106 31,929,597 357,915 SH SOLE 31,929 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 264,740 3,500 SH SOLE 264 0 0
STIFEL FINL CORP COM 860630102 2,759,989 26,018 SH SOLE 2,759 0 0
WINNEBAGO INDS INC COM 974637100 2,803,539 58,676 SH SOLE 2,803 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100 53,241,564 1,252,448 SH SOLE 53,241 0 0
AMGEN INC COM 031162100 951,075 3,649 SH SOLE 951 0 0
CARLISLE COS INC COM 142339100 864,192 2,343 SH SOLE 864 0 0
COHERENT CORP COM 19247G107 410,655 4,335 SH SOLE 410 0 0
LPL FINL HLDGS INC COM 50212V100 3,932,160 12,043 SH SOLE 3,932 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110 252,701 10,104 SH SOLE 252 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,041,775 16,523 SH SOLE 1,041 0 0
OWENS CORNING NEW COM 690742101 1,028,562 6,039 SH SOLE 1,028 0 0
PTC INC COM 69370C100 1,163,529 6,328 SH SOLE 1,163 0 0
TRANSPORTADORA DE GAS SUR SPONSORED ADS B 893870204 34,848,072 1,190,573 SH SOLE 34,848 0 0
TOPBUILD CORP COM 89055F103 5,847,277 18,781 SH SOLE 5,847 0 0
WESCO INTL INC COM 95082P105 2,159,215 11,932 SH SOLE 2,159 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 23,449,692 276,562 SH SOLE 23,449 0 0
CREDICORP LTD COM G2519Y108 494,964 2,700 SH SOLE 494 0 0
FIRST SOLAR INC COM 336433107 1,688,027 9,578 SH SOLE 1,688 0 0
GLOBUS MED INC CL A G7500M104 4,067,678 49,180 SH SOLE 4,067 0 0
ICICI BANK LIMITED ADR 45104G104 1,458,064 48,830 SH SOLE 1,458 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104 679,728 99,521 SH SOLE 679 0 0
VERALTO CORP COM SHS 92338C103 3,022,704 29,678 SH SOLE 3,022 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 43,838,677 810,177 SH SOLE 43,838 0 0
GRUPO SUPERVIELLE S.A. SPONSORED ADR 40054A108 1,754,059 116,086 SH SOLE 1,754 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 80,542,742 407,832 SH SOLE 80,542 0 0
VITA COCO CO INC COM 007903107 5,575,440 151,055 SH SOLE 5,575 0 0
RYANAIR HOLDINGS PLC SPONSORED ADR G0378L100 181,029 4,153 SH SOLE 181 0 0
ADVANCED MICRO DEVICES INC COM 007903107 657,098 5,440 SH SOLE 657 0 0
ANGLOGOLD ASHANTI PLC COM SHS 00BRXH266 12,801,022 554,637 SH SOLE 12,801 0 0
BANCO BBVA ARGENTINA S A SPONSORED ADS 058934100 3,261,814 171,134 SH SOLE 3,261 0 0
ECOLAB INC COM G4705A100 842,380 3,595 SH SOLE 842 0 0
HYATT HOTELS CORP COM CL A 448579102 5,283,476 33,657 SH SOLE 5,283 0 0
ICON PLC SHS G4705A100 6,820,398 32,523 SH SOLE 6,820 0 0
KE HLDGS INC SPONSORED ADS 482497104 717,201 38,936 SH SOLE 717 0 0
MERCADOLIBRE INC COM 58733R102 360,493 212 SH SOLE 360 0 0
NVENT ELECTRIC PLC SHS G6700G107 7,388,203 108,395 SH SOLE 7,388 0 0