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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Amazon.com Inc SHS 023135106 127,945 38,372 SH   SOLE   38,372 0 0
AmerisourceBergen Corporation SHS 03073E105 33,930 255,327 SH   SOLE   255,327 0 0
Barrick Gold Corporation SHS 067901108 11,645 612,941 SH   SOLE   612,941 0 0
Cabot Oil & Gas Corporation SHS 127097103 160,956 8,471,413 SH   SOLE   8,471,413 0 0
Capital One Financial Corporation SHS 14040H105 79,607 548,680 SH   SOLE   548,680 0 0
Coca-Cola Company SHS 191216100 110,495 1,866,155 SH   SOLE   1,866,155 0 0
Compass Inc SHS 20464U100 21,948 2,414,548 SH   SOLE   2,414,548 0 0
EQT Corporation SHS 26884L109 54,230 2,486,514 SH   SOLE   2,486,514 0 0
Exxon Mobil Corporation SHS 30231G102 151,914 2,482,662 SH   SOLE   2,482,662 0 0
Frontier Communications Parent Inc SHS 35909D109 190,285 6,452,552 SH   SOLE   6,452,552 0 0
General Electric Company SHS 369604103 110,935 1,174,289 SH   SOLE   1,174,289 0 0
HDFC Bank Ltd ADR 40415F101 156 2,398 SH   SOLE   2,398 0 0
Huazhu Group Ltd ADR 44332N106 673 18,033 SH   SOLE   18,033 0 0
ICICI Bank Limited ADR 45104G104 8,321 420,490 SH   SOLE   420,490 0 0
Interactive Brokers Group Inc SHS 45841N107 50,862 640,421 SH   SOLE   640,421 0 0
JD.com Inc ADR 47215P106 1,727 24,653 SH   SOLE   24,653 0 0
KE Holdings Inc ADR 482497104 31,075 1,544,530 SH   SOLE   1,544,530 0 0
Medtronic Plc SHS G5960L103 113,288 1,095,099 SH   SOLE   1,095,099 0 0
MercadoLibre SA SHS 58733R102 91 68 SH   SOLE   68 0 0
Merck & Co. Inc SHS 58933Y105 150,633 1,965,468 SH   SOLE   1,965,468 0 0
Meta Platforms Inc SHS 30303M102 76,992 228,906 SH   SOLE   228,906 0 0
Microsoft Corporation SHS 594918104 199,130 592,087 SH   SOLE   592,087 0 0
Northrop Grumman Corporation SHS 666807102 43,745 581,724 SH   SOLE   581,724 0 0
Nutrien Ltd SHS 67077M108 109,461 1,255,146 SH   SOLE   1,255,146 0 0
Oracle Corporation SHS 68389X105 69,690 445,618 SH   SOLE   445,618 0 0
Qorvo Inc SHS 74736K101 5,624 54,966 SH   SOLE   54,966 0 0
Ryanair Holdings Plc ADR 783513203 162,216 1,435,797 SH   SOLE   1,435,797 0 0
Seagate Technology PLC SHS G7945M107 59,111 382,350 SH   SOLE   382,350 0 0
Seagen Inc SHS 81181C104 46,411 1,557,421 SH   SOLE   1,557,421 0 0
Sonos Inc SHS 83570H108 51,096 1,258,534 SH   SOLE   1,258,534 0 0
Tapestry Inc SHS 876030107 157,195 5,454,387 SH   SOLE   5,454,387 0 0
Teck Resources Ltd SHS 878742204 106,647 919,530 SH   SOLE   919,530 0 0
T-Mobile US Inc SHS 872590104 90,748 3,685,949 SH   SOLE   3,685,949 0 0
Trip.com Group Ltd ADR 89677Q107 22,727 525,854 SH   SOLE   525,854 0 0
Twitter Inc SHS 90184L102 116,896 2,241,118 SH   SOLE   2,241,118 0 0
Walgreens Boots Alliance Inc SHS 931427108 54,893 1,101,398 SH   SOLE   1,101,398 0 0
Yum China Holdings Inc SHS 98850P109 52,103 1,081,650 SH   SOLE   1,081,650 0 0