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
Agora Inc. ADR 00851L103 414 63,072 SH   SOLE   63,072 0 0
Alibaba Group Holding Ltd. ADR 01609W102 29,769 261,867 SH   SOLE   261,867 0 0
Amazon.com Inc. SHS 023135106 57,726 543,510 SH   SOLE   543,510 0 0
AmerisourceBergen Corporation SHS 03073E105 12,884 91,070 SH   SOLE   91,070 0 0
Baidu Inc. ADR 056752108 54,765 368,224 SH   SOLE   368,224 0 0
Barrick Gold Corporation SHS 067901108 95,830 5,417,223 SH   SOLE   5,417,223 0 0
Coca-Cola Company SHS 191216100 79,529 1,264,179 SH   SOLE   1,264,179 0 0
Compass Inc SHS 20464U100 46,133 12,779,447 SH   SOLE   12,779,447 0 0
Coterra Energy Inc. SHS 127097103 99,489 3,857,681 SH   SOLE   3,857,681 0 0
EQT Corporation SHS 26884L109 102,831 2,989,289 SH   SOLE   2,989,289 0 0
Flowserve Corporation SHS 34354P105 35,929 1,254,973 SH   SOLE   1,254,973 0 0
Frontier Communications Parent Inc. SHS 35909D109 147,279 6,256,575 SH   SOLE   6,256,575 0 0
GDS Holdings Ltd. ADR 36165L108 17,627 527,934 SH   SOLE   527,934 0 0
General Electric Company SHS 369604103 14,938 234,618 SH   SOLE   234,618 0 0
Huazhu Group Ltd ADR 44332N106 350 9,199 SH   SOLE   9,199 0 0
ICICI Bank Limited ADR 45104G104 1,272 71,734 SH   SOLE   71,734 0 0
Interactive Brokers Group Inc. SHS 45841N107 74,877 1,361,156 SH   SOLE   1,361,156 0 0
JD.com Inc. ADR 47215P106 1,099 17,121 SH   SOLE   17,121 0 0
KE Holdings Inc. ADR 482497104 67,569 3,764,343 SH   SOLE   3,764,343 0 0
Lockheed Martin Corporation SHS 539830109 1,087 2,530 SH   SOLE   2,530 0 0
MercadoLibre SA SHS 58733R102 43 68 SH   SOLE   68 0 0
Merck & Co. Inc. SHS 58933Y105 177,641 1,948,465 SH   SOLE   1,948,465 0 0
Meta Platforms Inc. SHS 30303M102 56,198 348,519 SH   SOLE   348,519 0 0
Microsoft Corporation SHS 594918104 130,066 506,429 SH   SOLE   506,429 0 0
Northrop Grumman Corporation SHS 666807102 93,743 195,882 SH   SOLE   195,882 0 0
Nutrien Ltd. SHS 67077M108 49,214 617,580 SH   SOLE   617,580 0 0
Occidental Petroleum Corporation SHS 674599105 16,105 273,537 SH   SOLE   273,537 0 0
Oracle Corporation SHS 68389X105 159,473 2,282,429 SH   SOLE   2,282,429 0 0
Otis Worldwide Corporation SHS 68902V107 17,105 242,047 SH   SOLE   242,047 0 0
Qorvo Inc. SHS 74736K101 15,146 160,588 SH   SOLE   160,588 0 0
Roku Inc. SHS 77543R102 53,465 650,910 SH   SOLE   650,910 0 0
Seagate Technology PLC SHS G7945M107 88,476 1,238,474 SH   SOLE   1,238,474 0 0
Seagen Inc. SHS 81181C104 52,802 298,423 SH   SOLE   298,423 0 0
Sonos Inc. SHS 83570H108 40,982 2,271,784 SH   SOLE   2,271,784 0 0
Teck Resources Ltd SHS 878742204 88,483 2,894,440 SH   SOLE   2,894,440 0 0
T-Mobile US Inc. SHS 872590104 107,506 799,068 SH   SOLE   799,068 0 0
Trip.com Group Ltd. ADR 89677Q107 90,686 3,303,707 SH   SOLE   3,303,707 0 0
UiPath Inc SHS 90364P105 37,017 2,035,023 SH   SOLE   2,035,023 0 0
Walgreens Boots Alliance Inc SHS 931427108 81,051 2,138,563 SH   SOLE   2,138,563 0 0
Wells Fargo & Company SHS 949746101 41,396 1,056,839 SH   SOLE   1,056,839 0 0
WNS (Holdings) Limited ADR 92932M101 258 3,466 SH   SOLE   3,466 0 0
Yum China Holdings Inc. SHS 98850P109 62,636 1,291,476 SH   SOLE   1,291,476 0 0