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
ADECOAGRO S A COM L00849106   1,465,261 156,545 SH   SOLE   156,545 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,323,348 15,877 SH   SOLE   15,877 0 0
ALPHABET INC CAP STK CL C 02079K107   6,575,082 54,353 SH   SOLE   54,353 0 0
AMAZON COM INC COM 023135106   5,904,656 45,295 SH   SOLE   45,295 0 0
ARCH CAP GROUP LTD ORD G0450A105   2,243,404 29,972 SH   SOLE   29,972 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,448,206 3,378 SH   SOLE   3,378 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,817,234 25,391 SH   SOLE   25,391 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103   4,752,121 21,621 SH   SOLE   21,621 0 0
AXALTA COATING SYS LTD COM G0750C108   3,134,438 95,533 SH   SOLE   95,533 0 0
BATH & BODY WORKS INC COM 070830104   1,888,104 50,349 SH   SOLE   50,349 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,106,564 12,043 SH   SOLE   12,043 0 0
BRF SA SPONSORED ADR 10552T107   1,064,775 560,408 SH   SOLE   560,408 0 0
BRITISH AMERN TOB PLC SPONSORED ADR 110448107   2,390,458 72,002 SH   SOLE   72,002 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   6,508,194 80,577 SH   SOLE   80,577 0 0
CENOVUS ENERGY INC COM 15135U109   2,838,258 167,153 SH   SOLE   167,153 0 0
CNH INDL N V SHS N20944109   1,154,894 80,201 SH   SOLE   80,201 0 0
CONSOL ENERGY INC NEW COM 20854L108   3,017,257 44,496 SH   SOLE   44,496 0 0
COUPANG INC CL A 22266T109   1,121,969 64,481 SH   SOLE   64,481 0 0
DATADOG INC CL A COM 23804L103   1,763,068 17,921 SH   SOLE   17,921 0 0
ELEVANCE HEALTH INC COM 036752103   518,931 1,168 SH   SOLE   1,168 0 0
EXPEDIA GROUP INC COM NEW 30212P303   2,171,829 19,854 SH   SOLE   19,854 0 0
EXXON MOBIL CORP COM 30231G102   4,484,709 41,815 SH   SOLE   41,815 0 0
FISERV INC COM 337738108   4,947,603 39,220 SH   SOLE   39,220 0 0
GENPACT LIMITED SHS G3922B107   1,072,022 28,534 SH   SOLE   28,534 0 0
GLOBAL PMTS INC COM 37940X102   2,784,426 28,263 SH   SOLE   28,263 0 0
GOLAR LNG LTD SHS G9456A100   1,301,933 64,548 SH   SOLE   64,548 0 0
GSK PLC SPONSORED ADR 37733W204   755,996 21,212 SH   SOLE   21,212 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101   2,352,483 37,448 SH   SOLE   37,448 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   2,197,014 31,521 SH   SOLE   31,521 0 0
ICICI BANK LIMITED ADR 45104G104   1,157,877 50,168 SH   SOLE   50,168 0 0
IDEXX LABS INC COM 45168D104   2,147,535 4,276 SH   SOLE   4,276 0 0
INTUIT COM 461202103   1,957,392 4,272 SH   SOLE   4,272 0 0
ISHARES TR MSCI USA QLT FCT 46432F339   432,256 3,205 SH   SOLE   3,205 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   1,286,566 218,062 SH   SOLE   218,062 0 0
JD.COM INC SPON ADR CL A 47215P106   1,159,055 33,960 SH   SOLE   33,960 0 0
LAM RESEARCH CORP COM 512807108   2,163,867 3,366 SH   SOLE   3,366 0 0
LAUDER ESTEE COS INC CL A 518439104   1,735,999 8,840 SH   SOLE   8,840 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   2,438,826 137,244 SH   SOLE   137,244 0 0
MASCO CORP COM 574599106   3,045,341 53,073 SH   SOLE   53,073 0 0
MASTERCARD INCORPORATED CL A 57636Q104   4,094,380 10,410 SH   SOLE   10,410 0 0
MERCADOLIBRE INC COM 58733R102   816,189 689 SH   SOLE   689 0 0
META PLATFORMS INC CL A 30303M102   5,222,462 18,198 SH   SOLE   18,198 0 0
MICROSOFT CORP COM 594918104   5,958,355 17,497 SH   SOLE   17,497 0 0
MOODYS CORP COM 615369105   3,952,283 11,366 SH   SOLE   11,366 0 0
NETFLIX INC COM 64110L106   4,240,157 9,626 SH   SOLE   9,626 0 0
NEW YORK TIMES CO CL A 650111107   3,017,281 76,620 SH   SOLE   76,620 0 0
NIKE INC CL B 654106103   3,236,724 29,326 SH   SOLE   29,326 0 0
NOVO-NORDISK A S ADR 670100205   2,291,998 14,163 SH   SOLE   14,163 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   1,364,086 172,888 SH   SOLE   172,888 0 0
NVIDIA CORPORATION COM 67066G104   2,688,716 6,356 SH   SOLE   6,356 0 0
OTIS WORLDWIDE CORP COM 68902V107   2,615,737 29,387 SH   SOLE   29,387 0 0
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   2,278,824 164,774 SH   SOLE   164,774 0 0
PHILIP MORRIS INTL INC COM 718172109   4,828,939 49,467 SH   SOLE   49,467 0 0
RIO TINTO PLC SPONSORED ADR 767204100   1,691,984 26,504 SH   SOLE   26,504 0 0
S&P GLOBAL INC COM 78409V104   3,871,685 9,658 SH   SOLE   9,658 0 0
SCHLUMBERGER LTD COM STK 806857108   5,893,041 119,972 SH   SOLE   119,972 0 0
SCHWAB CHARLES CORP COM 808513105   3,789,211 66,853 SH   SOLE   66,853 0 0
SEA LTD SPONSORD ADS 81141R100   1,053,194 18,146 SH   SOLE   18,146 0 0
SERVICENOW INC COM 81762P102   2,149,535 3,825 SH   SOLE   3,825 0 0
SNOWFLAKE INC CL A 833445109   2,322,056 13,195 SH   SOLE   13,195 0 0
SOUTHWESTERN ENERGY CO COM 845467109   111,957 18,628 SH   SOLE   18,628 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,379,370 13,347 SH   SOLE   13,347 0 0
STARBUCKS CORP COM 855244109   3,275,905 33,070 SH   SOLE   33,070 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,751,467 17,355 SH   SOLE   17,355 0 0
TECK RESOURCES LTD CL B 878742204   3,351,172 79,600 SH   SOLE   79,600 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   2,325,933 40,353 SH   SOLE   40,353 0 0
TRANSDIGM GROUP INC COM 893641100   3,587,399 4,012 SH   SOLE   4,012 0 0
UNION PAC CORP COM 907818108   4,332,146 21,172 SH   SOLE   21,172 0 0
UNITEDHEALTH GROUP INC COM 91324P102   111,406,134 231,787 SH   SOLE   231,787 0 0
VALARIS LIMITED CL A G9460G101   2,073,986 32,957 SH   SOLE   32,957 0 0
VALE S A SPONSORED ADS 91912E105   1,263,247 94,132 SH   SOLE   94,132 0 0
VISA INC COM CL A 92826C839   3,814,709 16,063 SH   SOLE   16,063 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   1,709,857 65,537 SH   SOLE   65,537 0 0
WHEATON PRECIOUS METALS CORP COM 962879102   1,033,433 23,911 SH   SOLE   23,911 0 0
WORKDAY INC CL A 98138H101   1,951,690 8,640 SH   SOLE   8,640 0 0
XP INC CL A G98239109   1,328,868 56,644 SH   SOLE   56,644 0 0
YUM CHINA HLDGS INC COM 98850P109   1,135,707 20,101 SH   SOLE   20,101 0 0