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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Everest Group Ltd COM G3223R108   532 1,505 SH   SOLE   1,505 0 0
AbbVie Inc COM 00287Y109   27,494 177,421 SH   SOLE   177,421 0 0
Accenture Plc COM G1151C101   7,581 21,604 SH   SOLE   21,604 0 0
Adobe Inc COM 00724F101   7,915 13,268 SH   SOLE   13,268 0 0
ADVANCED MICRO DEVICES INC COM 007903107   38,662 262,276 SH   SOLE   262,276 0 0
Aercap Holdings N.V. COM N00985106   294 3,965 SH   SOLE   3,965 0 0
AFLAC Inc COM 001055102   2,532 30,691 SH   SOLE   30,691 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,255 41,125 SH   SOLE   41,125 0 0
AIR PRODUCTS AND CHEMICALS INC COM 009158106   3,767 13,761 SH   SOLE   13,761 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101   2,704 22,855 SH   SOLE   22,855 0 0
Alcoa Corp COM 013872106   1,165 34,279 SH   SOLE   34,279 0 0
Allstate Corp (The) COM 020002101   629 4,498 SH   SOLE   4,498 0 0
Alphabet Inc A COM 02079K305   30,934 221,448 SH   SOLE   221,448 0 0
Altria Group COM 02209S103   5,020 124,460 SH   SOLE   124,460 0 0
American Eagle Outfitters Inc COM 02553E106   533 25,194 SH   SOLE   25,194 0 0
AMERICAN INTL GROUP INC COM NEW COM 026874784   2,765 40,826 SH   SOLE   40,826 0 0
AMERIPRISE FINANCIAL INC COM 03076C106   3,382 8,904 SH   SOLE   8,904 0 0
AMGEN INC COM 031162100   6,830 23,714 SH   SOLE   23,714 0 0
AMPHENOL CORP COM 032095101   1,167 11,773 SH   SOLE   11,773 0 0
Ansys Inc COM 03662Q105   445 1,229 SH   SOLE   1,229 0 0
APA Corporation COM 03743Q108   955 26,621 SH   SOLE   26,621 0 0
Apple Inc COM 037833100   80,129 416,190 SH   SOLE   416,190 0 0
Applied Materials Inc COM 038222105   3,304 20,389 SH   SOLE   20,389 0 0
Arch Capital Group Ltd COM G0450A105   536 7,226 SH   SOLE   7,226 0 0
ARCHER-DANIELS-MIDLAND CO COM 039483102   1,698 23,525 SH   SOLE   23,525 0 0
Ares Management LP COM 03990B101   1,067 8,975 SH   SOLE   8,975 0 0
ARTHUR J. GALLAGHER & CO. COM 363576109   1,176 5,231 SH   SOLE   5,231 0 0
Astrazeneca PLC COM 046353108   5,765 85,600 SH   SOLE   85,600 0 0
AT&T Inc COM 00206R102   3,534 210,620 SH   SOLE   210,620 0 0
Atlassian Corporation PLC COM 049468101   11,514 48,410 SH   SOLE   48,410 0 0
Autodesk Inc COM 052769106   5,669 23,287 SH   SOLE   23,287 0 0
AUTOMATIC DATA PROCESSING INC COM 053015103   3,712 15,935 SH   SOLE   15,935 0 0
AUTOZONE INC COM 053332102   9,814 3,796 SH   SOLE   3,796 0 0
Axon Enterprise Inc COM 05464C101   2,789 10,799 SH   SOLE   10,799 0 0
Axsome Therapeutics Inc COM 05464T104   806 10,138 SH   SOLE   10,138 0 0
Baker Hughes Co COM 05722G100   2,975 87,060 SH   SOLE   87,060 0 0
Barrick Gold Corp COM 067901108   2,113 116,853 SH   SOLE   116,853 0 0
BECTON DICKINSON AND CO COM 075887109   1,960 8,039 SH   SOLE   8,039 0 0
Berkshire Hathaway Inc Cl B COM 084670702   21,185 59,401 SH   SOLE   59,401 0 0
BHP Group Limited COM 088606108   2,629 38,491 SH   SOLE   38,491 0 0
BioMarin Pharmaceutical Inc COM 09061G101   1,115 11,565 SH   SOLE   11,565 0 0
Booking Holdings Inc COM 09857L108   1,298 366 SH   SOLE   366 0 0
Boston Scientific Corp COM 101137107   9,644 166,838 SH   SOLE   166,838 0 0
BP P.L.C. COM 055622104   3,835 108,346 SH   SOLE   108,346 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,211 23,614 SH   SOLE   23,614 0 0
Broadcom Inc COM 11135F101   7,131 6,389 SH   SOLE   6,389 0 0
Bunge Glbl COM H11356104   1,460 14,472 SH   SOLE   14,472 0 0
CADENCE DESIGN SYSTEMS INC COM 127387108   2,807 10,306 SH   SOLE   10,306 0 0
CAMECO CORP COM 13321L108   3,078 71,427 SH   SOLE   71,427 0 0
CANADIAN NATURAL RESOURCES LTD COM 136385101   2,044 31,206 SH   SOLE   31,206 0 0
Cardinal Health Inc COM 14149Y108   5,145 51,042 SH   SOLE   51,042 0 0
Caterpillar Inc COM 149123101   1,022 3,458 SH   SOLE   3,458 0 0
Cdw Corp COM 12514G108   1,511 6,649 SH   SOLE   6,649 0 0
Celsius Holdings COM 15118V207   3,490 64,021 SH   SOLE   64,021 0 0
Cencora Inc COM 03073E105   2,519 12,269 SH   SOLE   12,269 0 0
Cenovus Energy Inc COM 15135U109   633 38,027 SH   SOLE   38,027 0 0
Centene Corp COM 15135B101   6,526 87,947 SH   SOLE   87,947 0 0
CF INDUSTRIES HOLDINGS INC COM 125269100   3,832 48,207 SH   SOLE   48,207 0 0
Charter Communications Inc COM 16119P108   5,651 14,539 SH   SOLE   14,539 0 0
CHECK POINT SOFTWARE TECHNOLOGIES LTD COM M22465104   1,551 10,155 SH   SOLE   10,155 0 0
CHENIERE ENERGY INC COM 16411R208   6,204 36,348 SH   SOLE   36,348 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   12,226 5,346 SH   SOLE   5,346 0 0
Chubb Limited COM H1467J104   6,947 30,743 SH   SOLE   30,743 0 0
Cigna Group COM 125523100   569 1,903 SH   SOLE   1,903 0 0
Cisco Systems Inc COM 17275R102   10,381 205,483 SH   SOLE   205,483 0 0
Cleveland-Cliffs Inc COM 185899101   3,470 169,975 SH   SOLE   169,975 0 0
CME Group Inc COM 12572Q105   5,661 26,885 SH   SOLE   26,885 0 0
Cognizant Technology Solutions Corp COM 192446102   3,882 51,405 SH   SOLE   51,405 0 0
Colgate-Palmolive Co COM 194162103   3,512 44,072 SH   SOLE   44,072 0 0
COMCAST CORP-CLASS A COM 20030N101   1,663 37,943 SH   SOLE   37,943 0 0
CONOCOPHILLIPS COM 20825C104   8,651 74,533 SH   SOLE   74,533 0 0
Consolidated Edison Inc COM 209115104   940 10,341 SH   SOLE   10,341 0 0
CONSTELLATION BRANDS INC-A COM 21036P108   2,928 12,114 SH   SOLE   12,114 0 0
Copart Inc COM 217204106   3,934 80,301 SH   SOLE   80,301 0 0
COSTCO WHOLESALE CORP COM 22160K105   21,059 31,904 SH   SOLE   31,904 0 0
Coterra Energy Inc COM 127097103   2,110 82,708 SH   SOLE   82,708 0 0
CROCS INC COM 227046109   1,849 19,795 SH   SOLE   19,795 0 0
CSX Corp COM 126408103   5,819 167,846 SH   SOLE   167,846 0 0
CUMMINS INC COM 231021106   4,239 17,697 SH   SOLE   17,697 0 0
Cvs Health Corp COM 126650100   12,201 154,527 SH   SOLE   154,527 0 0
DECKERS OUTDOOR CORP COM 243537107   5,938 8,884 SH   SOLE   8,884 0 0
Deere & Co COM 244199105   12,252 30,642 SH   SOLE   30,642 0 0
DEVON ENERGY CORP COM 25179M103   2,395 52,888 SH   SOLE   52,888 0 0
Diamondback Energy Inc COM 25278X109   6,877 44,348 SH   SOLE   44,348 0 0
DIGITAL RLTY TR INC COM COM 253868103   2,487 18,485 SH   SOLE   18,485 0 0
DILLARD'S INC COM 254067101   810 2,007 SH   SOLE   2,007 0 0
Dollar General Corp COM 256677105   1,679 12,357 SH   SOLE   12,357 0 0
DOMINO'S PIZZA INC COM 25754A201   1,357 3,292 SH   SOLE   3,292 0 0
DOVER CORP COM 260003108   356 2,320 SH   SOLE   2,320 0 0
DuPont de Nemours Inc COM 26614N102   6,666 86,662 SH   SOLE   86,662 0 0
ELECTRONIC ARTS INC COM 285512109   9,592 70,119 SH   SOLE   70,119 0 0
Elevance Health Inc COM 036752103   11,333 24,033 SH   SOLE   24,033 0 0
ELI LILLY AND CO COM 532457108   8,735 14,985 SH   SOLE   14,985 0 0
Emerson Electric Co COM 291011104   331 3,406 SH   SOLE   3,406 0 0
Entergy Corp COM 29364G103   712 7,042 SH   SOLE   7,042 0 0
EOG RESOURCES INC COM 26875P101   5,268 43,560 SH   SOLE   43,560 0 0
EQT CORP COM 26884L109   3,107 80,378 SH   SOLE   80,378 0 0
EQUINIX INC COM 29444U700   5,342 6,634 SH   SOLE   6,634 0 0
Equinor ASA COM 29446M102   364 11,521 SH   SOLE   11,521 0 0
EXELON CORP COM 30161N101   936 26,089 SH   SOLE   26,089 0 0
Exxon Mobil Corp COM 30231G102   17,262 172,657 SH   SOLE   172,657 0 0
FACTSET RESEARCH SYSTEMS INC COM 303075105   1,663 3,488 SH   SOLE   3,488 0 0
Fastenal Co COM 311900104   3,801 58,697 SH   SOLE   58,697 0 0
FedEx Corp COM 31428X106   4,524 17,887 SH   SOLE   17,887 0 0
FIRST CITIZENS BANCSHARES INC COM 31946M103   564 398 SH   SOLE   398 0 0
First Trust Natural Gas ETF COM 33733E807   322 13,297 SH   SOLE   13,297 0 0
Fiserv Inc COM 337738108   2,906 21,880 SH   SOLE   21,880 0 0
Flex Ltd COM Y2573F102   3,195 104,914 SH   SOLE   104,914 0 0
Frontline Plc COM M46528101   473 23,620 SH   SOLE   23,620 0 0
Gartner Inc COM 366651107   2,445 5,420 SH   SOLE   5,420 0 0
GENERAL DYNAMICS CORP COM 369550108   2,124 8,182 SH   SOLE   8,182 0 0
General Electric Co COM 369604301   9,614 75,328 SH   SOLE   75,328 0 0
GENERAL MILLS INC COM 370334104   3,274 50,266 SH   SOLE   50,266 0 0
GILEAD SCIENCES INC COM 375558103   17,802 219,756 SH   SOLE   219,756 0 0
GoDaddy Inc COM 380237107   1,955 18,417 SH   SOLE   18,417 0 0
GOLD FIELDS LTD COM 38059T106   437 30,274 SH   SOLE   30,274 0 0
GSK plc COM 37733W204   293 7,923 SH   SOLE   7,923 0 0
Halliburton Co COM 406216101   1,681 46,501 SH   SOLE   46,501 0 0
HARTFORD FINANCIAL SVCS GRP COM 416515104   2,260 28,124 SH   SOLE   28,124 0 0
HERSHEY CO (THE) COM 427866108   7,482 40,131 SH   SOLE   40,131 0 0
Hess Corp COM 42809H107   5,978 41,469 SH   SOLE   41,469 0 0
Hewlett Packard Enterprise Co COM 42824C109   1,308 77,065 SH   SOLE   77,065 0 0
HF Sinclair Corp COM 403949100   2,614 47,048 SH   SOLE   47,048 0 0
Hilton Worldwide Holdings Inc COM 43300A203   5,124 28,142 SH   SOLE   28,142 0 0
Host Hotels& Resorts Inc COM 44107P104   385 19,783 SH   SOLE   19,783 0 0
Howmet Aerospace COM 443201108   2,098 38,776 SH   SOLE   38,776 0 0
Humana Inc COM 444859102   2,562 5,597 SH   SOLE   5,597 0 0
ICICI BANK LTD COM 45104G104   3,193 133,954 SH   SOLE   133,954 0 0
ILLINOIS TOOL WORKS INC COM 452308109   2,448 9,349 SH   SOLE   9,349 0 0
Infosys Ltd COM 456788108   2,126 115,705 SH   SOLE   115,705 0 0
Intercontinental Exchange Inc COM 45866F104   2,859 22,263 SH   SOLE   22,263 0 0
International Business Machines Corp COM 459200101   12,486 76,344 SH   SOLE   76,344 0 0
INTERNATIONAL PAPER CO COM 460146103   1,680 46,485 SH   SOLE   46,485 0 0
Iron Mountain Inc COM 46284V101   698 9,980 SH   SOLE   9,980 0 0
iShares China Large-Cap ETF COM 464287184   3,330 138,611 SH   SOLE   138,611 0 0
iShares MSCI China ETF COM 46429B671   4,311 105,833 SH   SOLE   105,833 0 0
iShares MSCI EAFE Value ETF COM 464288877   1,173 22,521 SH   SOLE   22,521 0 0
ISHARES MSCI HONG KONG INDEX FUND COM 464286871   1,283 73,901 SH   SOLE   73,901 0 0
iShares MSCI India COM 46429B598   11,741 240,546 SH   SOLE   240,546 0 0
iShares MSCI United Kingdom Etf COM 46435G334   1,154 34,933 SH   SOLE   34,933 0 0
ISHARES SILVER TRUST COM 46428Q109   4,843 222,368 SH   SOLE   222,368 0 0
ISHARES U.S. ENERGY ETF COM 464287796   1,980 44,890 SH   SOLE   44,890 0 0
ITAU UNIBANCO BANCO HOLDING SA COM 465562106   3,366 484,443 SH   SOLE   484,443 0 0
J P MORGAN CHASE & CO COM 46625H100   5,968 35,090 SH   SOLE   35,090 0 0
Jabil Inc COM 466313103   337 2,647 SH   SOLE   2,647 0 0
JD.com Inc COM 47215P106   4,644 160,760 SH   SOLE   160,760 0 0
Johnson & Johnson COM 478160104   14,234 90,818 SH   SOLE   90,818 0 0
KIMBERLY-CLARK CORP COM 494368103   2,611 21,491 SH   SOLE   21,491 0 0
Kinder Morgan Inc COM 49456B101   7,249 410,945 SH   SOLE   410,945 0 0
KINROSS GOLD CORP COM NO PAR COM 496902404   873 144,447 SH   SOLE   144,447 0 0
KLA Corp COM 482480100   1,404 2,416 SH   SOLE   2,416 0 0
KraneShares CSI China Internet ETF COM 500767306   4,663 172,730 SH   SOLE   172,730 0 0
Kroger Co (The) COM 501044101   5,687 124,422 SH   SOLE   124,422 0 0
Laboratory Corp of America Holdings COM 50540R409   1,558 6,858 SH   SOLE   6,858 0 0
LAM RESEARCH CORP COM 512807108   630 805 SH   SOLE   805 0 0
Linde PLC COM G54950103   15,701 38,229 SH   SOLE   38,229 0 0
Live Nation Entertainment Inc COM 538034109   1,852 19,796 SH   SOLE   19,796 0 0
Lockheed Martin Corp COM 539830109   7,588 16,743 SH   SOLE   16,743 0 0
LPL Financial Holdings Inc COM 50212V100   2,519 11,071 SH   SOLE   11,071 0 0
Lululemon Athletica inc. COM 550021109   12,831 25,097 SH   SOLE   25,097 0 0
LyondellBasell Industries NV COM N53745100   3,559 37,438 SH   SOLE   37,438 0 0
Marathon Digital Holdings Inc COM 565788106   3,604 153,432 SH   SOLE   153,432 0 0
MARATHON OIL CORP COM 565849106   1,618 66,993 SH   SOLE   66,993 0 0
Marathon Petroleum Corp COM 56585A102   8,769 59,108 SH   SOLE   59,108 0 0
MARRIOTT INTERNATIONAL COM 571903202   2,954 13,100 SH   SOLE   13,100 0 0
MARSH & MCLENNAN COMPANIES INC COM 571748102   1,944 10,264 SH   SOLE   10,264 0 0
Marvell Technology Group Ltd COM 573874104   2,364 39,198 SH   SOLE   39,198 0 0
Mastercard Incorp Common Stock COM 57636Q104   15,756 36,943 SH   SOLE   36,943 0 0
Matador Resources Co COM 576485205   681 11,990 SH   SOLE   11,990 0 0
MCKESSON CORP COM 58155Q103   4,538 9,803 SH   SOLE   9,803 0 0
MercadoLibre Inc COM 58733R102   15,803 10,056 SH   SOLE   10,056 0 0
MERCK & CO INC COM 58933Y105   21,852 200,444 SH   SOLE   200,444 0 0
Meta Platforms Inc COM 30303M102   25,467 71,949 SH   SOLE   71,949 0 0
METLIFE INC COM 59156R108   3,208 48,522 SH   SOLE   48,522 0 0
MICRON TECHNOLOGY INC COM 595112103   17,362 203,455 SH   SOLE   203,455 0 0
Microsoft Corp COM 594918104   32,641 86,804 SH   SOLE   86,804 0 0
MOLINA HEALTHCARE INC COM 60855R100   3,061 8,474 SH   SOLE   8,474 0 0
MONDELEZ INTERNATIONAL INC COM 609207105   3,783 52,236 SH   SOLE   52,236 0 0
MOSAIC CO (THE) COM 61945C103   486 13,622 SH   SOLE   13,622 0 0
Motorola Solutions Inc COM 620076307   4,674 14,931 SH   SOLE   14,931 0 0
MSCI Inc COM 55354G100   3,513 6,211 SH   SOLE   6,211 0 0
Murphy Oil Corp COM 626717102   528 12,394 SH   SOLE   12,394 0 0
Nasdaq Inc COM 631103108   1,397 24,037 SH   SOLE   24,037 0 0
NetApp Inc COM 64110D104   5,619 63,742 SH   SOLE   63,742 0 0
NetEase Inc COM 64110W102   1,240 13,317 SH   SOLE   13,317 0 0
NETFLIX INC COM 64110L106   21,404 43,962 SH   SOLE   43,962 0 0
New Oriental Education & Tech Group Inc COM 647581206   1,754 23,942 SH   SOLE   23,942 0 0
Newmont Corporation COM 651639106   2,992 72,303 SH   SOLE   72,303 0 0
NIKE INC COM 654106103   686 6,327 SH   SOLE   6,327 0 0
Northrop Grumman Corp COM 666807102   7,282 15,557 SH   SOLE   15,557 0 0
Nov Inc COM 62955J103   534 26,361 SH   SOLE   26,361 0 0
NOVARTIS AG COM 66987V109   2,494 24,704 SH   SOLE   24,704 0 0
NOVO NORDISK A/S COM 670100205   1,124 10,866 SH   SOLE   10,866 0 0
Nucor Corp COM 670346105   3,849 22,119 SH   SOLE   22,119 0 0
Nvidia Corp COM 67066G104   28,373 57,294 SH   SOLE   57,294 0 0
O'reilly Automotive Inc COM 67103H107   10,686 11,248 SH   SOLE   11,248 0 0
OCCIDENTAL PETROLEUM CORP COM 674599105   10,001 167,502 SH   SOLE   167,502 0 0
OLD DOMINION FREIGHT LINE INC COM 679580100   5,741 14,166 SH   SOLE   14,166 0 0
Ollie's Bargain Outlet Holdings Inc COM 681116109   709 9,348 SH   SOLE   9,348 0 0
ONEOK Inc COM 682680103   3,766 53,638 SH   SOLE   53,638 0 0
Oracle Corp COM 68389X105   20,970 198,901 SH   SOLE   198,901 0 0
Ovintiv Inc COM 69047Q102   1,378 31,387 SH   SOLE   31,387 0 0
PACCAR Inc COM 693718108   3,496 35,810 SH   SOLE   35,810 0 0
PALO ALTO NETWORKS INC COM 697435105   12,360 41,918 SH   SOLE   41,918 0 0
Paychex Inc COM 704326107   5,072 42,587 SH   SOLE   42,587 0 0
PBF Energy Inc COM 69318G106   2,532 57,609 SH   SOLE   57,609 0 0
PETROLEO BRASILEIRO S.A.- PETROBRAS COM 71654V408   11,169 699,387 SH   SOLE   699,387 0 0
Pfizer Inc COM 717081103   16,293 565,929 SH   SOLE   565,929 0 0
Philip Morris International Inc COM 718172109   9,617 102,225 SH   SOLE   102,225 0 0
Phillips 66 COM 718546104   6,222 46,740 SH   SOLE   46,740 0 0
Pioneer Natural Resources Co COM 723787107   4,789 21,297 SH   SOLE   21,297 0 0
PLUG POWER INC COM 72919P202   102 22,869 SH   SOLE   22,869 0 0
PROCTER & GAMBLE CO (THE) COM 742718109   14,734 100,549 SH   SOLE   100,549 0 0
PROGRESSIVE CORP (THE) COM 743315103   1,299 8,160 SH   SOLE   8,160 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   4,291 41,376 SH   SOLE   41,376 0 0
Ptc Inc COM 69370C100   1,742 9,962 SH   SOLE   9,962 0 0
Public Service Enterprise Group Inco COM 744573106   1,816 29,711 SH   SOLE   29,711 0 0
Pure Storage COM 74624M102   969 27,189 SH   SOLE   27,189 0 0
Quest Diagnostics Inc COM 74834L100   931 6,755 SH   SOLE   6,755 0 0
Ralph Lauren Corp COM 751212101   730 5,063 SH   SOLE   5,063 0 0
Range Resources Corp COM 75281A109   466 15,326 SH   SOLE   15,326 0 0
RAYMOND JAMES FINANCIAL INC COM 754730109   346 3,107 SH   SOLE   3,107 0 0
REGENERON PHARMACEUTICALS INC COM 75886F107   22,128 25,195 SH   SOLE   25,195 0 0
RELIANCE STEEL & ALUMINUM CO. COM 759509102   1,481 5,296 SH   SOLE   5,296 0 0
REPUBLIC SERVICES INC COM 760759100   1,429 8,668 SH   SOLE   8,668 0 0
RIO TINTO PLC COM 767204100   2,328 31,276 SH   SOLE   31,276 0 0
Riot Platforms Inc COM 767292105   2,474 159,978 SH   SOLE   159,978 0 0
Roper Technologies Inc COM 776696106   5,087 9,332 SH   SOLE   9,332 0 0
ROSS STORES INC COM 778296103   3,996 28,877 SH   SOLE   28,877 0 0
Saia Inc COM 78709Y105   2,484 5,670 SH   SOLE   5,670 0 0
Sap Ae Drc COM 803054204   1,769 11,445 SH   SOLE   11,445 0 0
SCHLUMBERGER N.V. COM 806857108   2,663 51,180 SH   SOLE   51,180 0 0
Scorpio Tankers Inc COM Y7542C130   1,921 31,600 SH   SOLE   31,600 0 0
SEAGATE TECHNOLOGY PLC COM G7997R103   2,243 26,279 SH   SOLE   26,279 0 0
SEMPRA COM 816851109   409 5,484 SH   SOLE   5,484 0 0
ServiceNow Inc COM 81762P102   9,491 13,435 SH   SOLE   13,435 0 0
Shell PLC COM 780259305   3,772 57,339 SH   SOLE   57,339 0 0
SKECHERS U.S.A. INC COM 830566105   1,702 27,309 SH   SOLE   27,309 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   585 5,209 SH   SOLE   5,209 0 0
Sm Energy Co COM 78454L100   1,130 29,194 SH   SOLE   29,194 0 0
SOUTHERN CO (THE) COM 842587107   2,526 36,026 SH   SOLE   36,026 0 0
SOUTHERN COPPER CORP COM 84265V105   1,632 18,967 SH   SOLE   18,967 0 0
SOUTHWESTERN ENERGY CO COM 845467109   2,234 341,070 SH   SOLE   341,070 0 0
SPDR Energy Select Sector Fund COM 81369Y506   47,312 564,320 SH   SOLE   564,320 0 0
SPDR Gold Trust COM 78463V107   7,802 40,812 SH   SOLE   40,812 0 0
SPDR S&P Metals & Mining ETF COM 78464A755   25,220 421,535 SH   SOLE   421,535 0 0
SPDR S&P Oil & Gas Exploration & Product COM 78468R556   27,804 203,088 SH   SOLE   203,088 0 0
Starbucks Corp COM 855244109   12,261 127,710 SH   SOLE   127,710 0 0
State Street Corp COM 857477103   879 11,359 SH   SOLE   11,359 0 0
STEEL DYNAMICS INC COM 858119100   3,980 33,701 SH   SOLE   33,701 0 0
Stryker Corp COM 863667101   940 3,142 SH   SOLE   3,142 0 0
SUNCOR ENERGY INC COM 867224107   1,777 55,473 SH   SOLE   55,473 0 0
Super Micro Computer Inc COM 86800U104   1,782 6,269 SH   SOLE   6,269 0 0
Synchrony Financial COM 87165B103   676 17,709 SH   SOLE   17,709 0 0
Synopsys Inc COM 871607107   5,626 10,927 SH   SOLE   10,927 0 0
Sysco Corp COM 871829107   1,113 15,227 SH   SOLE   15,227 0 0
T-Mobile US Inc COM 872590104   26,727 166,706 SH   SOLE   166,706 0 0
Take-Two Interactive Software Inc COM 874054109   3,977 24,714 SH   SOLE   24,714 0 0
Targa Resources Inc COM 87612G101   1,663 19,148 SH   SOLE   19,148 0 0
TechnipFMC plc Ordinary Share COM G87110105   1,493 74,132 SH   SOLE   74,132 0 0
Teck Resources Ltd COM 878742204   2,777 65,705 SH   SOLE   65,705 0 0
Tempur Sealy International Inc COM 88023U101   994 19,513 SH   SOLE   19,513 0 0
Tesla Inc COM 88160R101   2,126 8,558 SH   SOLE   8,558 0 0
The Kraft Heinz Co COM 500754106   2,647 71,591 SH   SOLE   71,591 0 0
TJX COMPANIES INC (THE) COM 872540109   21,544 229,656 SH   SOLE   229,656 0 0
Tractor Supply Co COM 892356106   986 4,590 SH   SOLE   4,590 0 0
Transocean Ltd COM H8817H100   840 132,312 SH   SOLE   132,312 0 0
Trip.com Group Ltd COM 89677Q107   3,708 102,979 SH   SOLE   102,979 0 0
Twilio Inc Cl A COM 90138F102   1,936 25,518 SH   SOLE   25,518 0 0
Tyler Technologies Inc COM 902252105   543 1,301 SH   SOLE   1,301 0 0
TYSON FOODS INC COM 902494103   692 12,888 SH   SOLE   12,888 0 0
Ulta Beauty Inc COM 90384S303   8,034 16,397 SH   SOLE   16,397 0 0
United Rentals Inc COM 911363109   4,986 8,696 SH   SOLE   8,696 0 0
UNITED STATES STEEL CORP COM 912909108   9,818 201,817 SH   SOLE   201,817 0 0
UNITEDHEALTH GROUP INC COM 91324P102   31,110 59,092 SH   SOLE   59,092 0 0
Vale S A ADR COM 91912E105   5,164 325,662 SH   SOLE   325,662 0 0
Valero Energy Corp COM 91913Y100   7,806 60,051 SH   SOLE   60,051 0 0
VanEck Gold Miners ETF COM 92189F106   8,252 266,133 SH   SOLE   266,133 0 0
VanEck Junior Gold Miners ETF COM 92189F791   2,299 60,646 SH   SOLE   60,646 0 0
VanEck Oil Services ETF COM 92189H607   1,171 3,785 SH   SOLE   3,785 0 0
Vanguard Energy ETF COM 92204A306   4,294 36,618 SH   SOLE   36,618 0 0
Vanguard FTSE Emerging Markets ETF COM 922042858   4,166 101,377 SH   SOLE   101,377 0 0
Verisk Analytics Inc COM 92345Y106   3,653 15,296 SH   SOLE   15,296 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   12,336 327,230 SH   SOLE   327,230 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   21,847 53,694 SH   SOLE   53,694 0 0
Viatris Inc COM 92556V106   402 37,189 SH   SOLE   37,189 0 0
Vipshop Holdings Ltd COM 92763W103   2,740 154,318 SH   SOLE   154,318 0 0
VISA Inc COM 92826C839   32,844 126,157 SH   SOLE   126,157 0 0
VULCAN MATERIALS CO COM 929160109   1,533 6,754 SH   SOLE   6,754 0 0
W.W. GRAINGER INC COM 384802104   2,916 3,520 SH   SOLE   3,520 0 0
Walmart Inc COM 931142103   14,422 91,482 SH   SOLE   91,482 0 0
WALT DISNEY CO (THE) COM 254687106   12,707 140,739 SH   SOLE   140,739 0 0
Wells Fargo & Co COM 949746101   1,856 37,727 SH   SOLE   37,727 0 0
Welltower Inc COM 95040Q104   403 4,474 SH   SOLE   4,474 0 0
WEST PHARMACEUTICAL SERVICES INC COM 955306105   324 921 SH   SOLE   921 0 0
WESTERN ALLIANCE BANCORPORATION COM 957638109   882 13,409 SH   SOLE   13,409 0 0
Wheaton Precious Metals Corp COM 962879102   1,507 30,549 SH   SOLE   30,549 0 0
WILLIAMS COMPANIES INC (THE) COM 969457100   3,406 97,811 SH   SOLE   97,811 0 0
Willis Towers Watson PLC COM G96629103   1,139 4,726 SH   SOLE   4,726 0 0
Workday Inc COM 98138H101   2,126 7,703 SH   SOLE   7,703 0 0
WYNN RESORTS LTD COM 983134107   1,781 19,557 SH   SOLE   19,557 0 0
Xcel Energy Inc COM 98389B100   922 14,897 SH   SOLE   14,897 0 0
Xtrackers Harvest CSI 300 China A-Shares COM 233051879   6,198 259,235 SH   SOLE   259,235 0 0