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
Accenture Plc Ireland SHS CLASS A G1151C101   2,689,275 8,715 SH   SOLE   8,715 0 0
Activision Blizzard Inc COM 00507V109   2,207,648 26,188 SH   SOLE   26,188 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   4,334,200 52,000 SH   SOLE   52,000 0 0
Alphabet Inc CAP STK CL A 02079K305   2,370,658 19,805 SH   SOLE   19,805 0 0
Applied Matls Inc COM 038222105   2,436,800 16,859 SH   SOLE   16,859 0 0
Autolus Therapeutics PLC SPON ADS 05280R100   1,568,408 658,995 SH   SOLE   658,995 0 0
Banco Macro SA SPON ADR B 05961W105   9,129,066 345,929 SH   SOLE   345,929 0 0
Barrick Gold Corp COM 067901108   8,128,990 480,153 SH   SOLE   480,153 0 0
Bristol-Myers Squibb Co COM 110122108   1,821,296 28,480 SH   SOLE   28,480 0 0
Cadiz Inc COM NEW 127537207   23,740,314 5,847,368 SH   SOLE   5,847,368 0 0
Costco Whsl Corp New COM 22160K105   2,636,447 4,897 SH   SOLE   4,897 0 0
Deutsche Bank A G NAMEN AKT D18190898   54,814,284 5,205,535 SH   SOLE   5,205,535 0 0
eMagin Corp COM NEW 29076N206   609,757 307,958 SH   SOLE   307,958 0 0
Embotelladora Andina S A SPON ADR B 29081P303   2,171,135 139,354 SH   SOLE   139,354 0 0
Ferguson Plc New SHS G3421J106   2,654,449 16,874 SH   SOLE   16,874 0 0
Greenlight Capital Re Ltd CLASS A G4095J109   674,240 64,000 SH   SOLE   64,000 0 0
Johnson & Johnson COM 478160104   2,613,230 15,788 SH   SOLE   15,788 0 0
JPMorgan Chase & Co COM 46625H100   2,118,624 14,567 SH   SOLE   14,567 0 0
MercadoLibre Inc COM 58733R102   2,912,931 2,459 SH   SOLE   2,459 0 0
Meta Platforms Inc CL A 30303M102   2,620,414 9,131 SH   SOLE   9,131 0 0
Microsoft Corp COM 594918104   2,671,196 7,844 SH   SOLE   7,844 0 0
Noble Corp Plc ORD SHS A G65431127   47,561,360 1,151,328 SH   SOLE   1,151,328 0 0
Ryanair Holdings Plc SPONSORED ADS 783513203   14,597,320 131,983 SH   SOLE   131,983 0 0
Sony Group Corporation SPONSORED ADR 835699307   2,830,137 31,432 SH   SOLE   31,432 0 0
Stellantis N.V SHS N82405106   9,719,404 553,680 SH   SOLE   553,680 0 0
Stryker Corporation COM 863667101   2,322,040 7,611 SH   SOLE   7,611 0 0
Synopsys Inc COM 871607107   2,692,575 6,184 SH   SOLE   6,184 0 0
Teck Resources Ltd CL B 878742204   9,388,300 223,000 SH   SOLE   223,000 0 0
UBS Group AG SHS H42097107   48,076,650 2,371,813 SH   SOLE   2,371,813 0 0