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
Alcoa Corp COM 013872106 BBG00B3T3HD3 62,380,157 1,651,009 SH   SOLE   1,651,009 0 0
American Coastal Insurance Cor COM 910710102 BBG000TKFJQ7 550,828 40,920 SH   SOLE   40,920 0 0
Autodesk Inc COM 052769106 BBG000BM7HL0 40,792 138 SH   SOLE   138 0 0
Ameren Corp COM 023608102 BBG000B9X8C0 196,035 2,199 SH   SOLE   2,199 0 0
Agnico Eagle Mines Ltd COM 008474108 BBG000DLVDK3 6,486,792 82,934 SH   SOLE   82,934 0 0
American Electric Power Co Inc COM 025537101 BBG000BB9KF2 127,875,692 1,386,375 SH   SOLE   1,386,375 0 0
Alcon AG COM H01301128 BBG00NPWGYJ9 97,197,684 1,145,362 SH   SOLE   1,145,362 0 0
Ally Financial Inc COM 02005N100 BBG000BC2R71 106,455,489 2,956,037 SH   SOLE   2,956,037 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 BBG000BFGNJ5 31,477,372 133,759 SH   SOLE   133,759 0 0
Amplitude Inc COM 03213A104 BBG012CDTZY6 190,770 18,081 SH   SOLE   18,081 0 0
Altus Power Inc COM 02217A102 BBG00Y48ZLF2 403,699 99,181 SH   SOLE   99,181 0 0
Amazon.com Inc COM 023135106 BBG000BVPV84 141,061,171 642,918 SH   SOLE   642,918 0 0
Argenx SE ADR 04016X101 BBG00GHB88X9 71,346 116 SH   SOLE   116 0 0
Array Technologies Inc COM 04271T100 BBG001V4SF46 10,529 1,743 SH   SOLE   1,743 0 0
Sendas Distribuidora S/A ADR 81689T104 BBG00ZDRF751 6,949,449 1,554,561 SH   SOLE   1,554,561 0 0
Alibaba Group Holding Ltd ADR 01609W102 BBG006G2JVL2 19,487,418 229,813 SH   SOLE   229,813 0 0
Couchbase Inc COM 22207T101 BBG001Z5ZB04 197,604 12,674 SH   SOLE   12,674 0 0
KE Holdings Inc ADR 482497104 BBG00W9L9LX1 94,177,865 5,112,392 SH   SOLE   5,112,392 0 0
Baidu Inc ADR 056752108 BBG000QXWHD1 66,779 792 SH   SOLE   792 0 0
Brookdale Senior Living Inc COM 112463104 BBG000J4L211 38,031,189 7,560,262 SH   SOLE   7,560,262 0 0
Certara Inc COM 15687V109 BBG00Y7BR4K3 57,962 5,442 SH   SOLE   5,442 0 0
Capital One Financial Corp COM 14040H105 BBG000BGKTF9 184,772,807 1,036,103 SH   SOLE   1,036,103 0 0
Salesforce Inc COM 79466L302 BBG000BN2DC2 43,241,388 129,327 SH   SOLE   129,327 0 0
Criteo SA ADR 226718104 BBG005938P44 39,347,773 994,555 SH   SOLE   994,555 0 0
Cemex SAB de CV ADR 151290889 BBG000BPCTB2 86,055,921 15,256,910 SH   SOLE   15,256,910 0 0
DoorDash Inc COM 25809K105 BBG005D7QCJ3 151,155 901 SH   SOLE   901 0 0
Eldorado Gold Corp COM 284902509 BBG000BN7277 39,408,474 2,649,986 SH   SOLE   2,649,986 0 0
EQT Corp COM 26884L109 BBG000BHZ5J9 67,976,747 1,474,111 SH   SOLE   1,474,111 0 0
iShares MSCI Brazil ETF CALL 464286400 BBG01R7RSX36 712 89 SH   SOLE   89 0 0
Fluence Energy Inc COM 34379V103 BBG012QSDSK6 10,466 659 SH   SOLE   659 0 0
Flutter Entertainment PLC COM G3643J108 BBG000N8GJR8 30,686,118 118,241 SH   SOLE   118,241 0 0
Fomento Economico Mexicano SAB ADR 344419106 BBG000BD33X2 69,743,159 815,739 SH   SOLE   815,739 0 0
Frontier Communications Parent COM 35909D109 BBG010MVVVW7 20,334,766 585,969 SH   SOLE   585,969 0 0
Global Business Travel Group I COM 37890B100 BBG00Y52B8J5 257,188 27,712 SH   SOLE   27,712 0 0
General Electric Co COM 369604301 BBG000BK6MB5 28,190 169 SH   SOLE   169 0 0
Barrick Gold Corp COM 067901108 BBG000BB07P9 155,810,212 10,051,460 SH   SOLE   10,051,460 0 0
Alphabet Inc COM 02079K305 BBG009S39JX6 196,955,863 1,040,359 SH   SOLE   1,040,359 0 0
Structure Therapeutics Inc ADR 86366E106 BBG01CBVHLW1 28,044 1,034 SH   SOLE   1,034 0 0
Grab Holdings Ltd COM G4124C109 BBG011768M53 585,049 123,941 SH   SOLE   123,941 0 0
HCA Healthcare Inc COM 40412C101 BBG000QW7VC1 8,627,308 28,741 SH   SOLE   28,741 0 0
IAMGOLD Corp COM 450913108 BBG000G9PPD5 22,857 4,424 SH   SOLE   4,424 0 0
Ingersoll Rand Inc COM 45687V106 BBG002R1CW27 28,316 313 SH   SOLE   313 0 0
Johnson Controls International COM G51502105 BBG000BVWLJ6 95,936,190 1,215,361 SH   SOLE   1,215,361 0 0
JD.com Inc ADR 47215P106 BBG005YHY0Q7 47,948,148 1,382,875 SH   SOLE   1,382,875 0 0
Keysight Technologies Inc COM 49338L103 BBG0059FN811 100,585,794 626,145 SH   SOLE   626,145 0 0
Coca-Cola Co/The COM 191216100 BBG000BMX289 26,870,535 431,551 SH   SOLE   431,551 0 0
Lumen Technologies Inc PUT 550241103 BBG01PZ3JG48 18,420 113 SH   SOLE   113 0 0
Lumen Technologies Inc COM 550241103 BBG000BGLRN3 60,465 11,386 SH   SOLE   11,386 0 0
LexinFintech Holdings Ltd ADR 528877103 BBG00J7KGQN6 201,676 34,769 SH   SOLE   34,769 0 0
LyondellBasell Industries NV COM N53745100 BBG000WCFV84 6,769,514 91,140 SH   SOLE   91,140 0 0
Magnite Inc COM 55955D100 BBG000PBDRC0 128,517 8,072 SH   SOLE   8,072 0 0
Mosaic Co/The COM 61945C103 BBG000BFXHL6 77,827 3,166 SH   SOLE   3,166 0 0
Marqeta Inc COM 57142B104 BBG0112Z87D8 111,280 29,359 SH   SOLE   29,359 0 0
Merck & Co Inc COM 58933Y105 BBG000BPD168 183,916,663 1,848,631 SH   SOLE   1,848,631 0 0
Microsoft Corp COM 594918104 BBG000BPH459 185,818,527 440,815 SH   SOLE   440,815 0 0
MYR Group Inc COM 55405W104 BBG000BC7VW9 91,947 618 SH   SOLE   618 0 0
Newmont Corp COM 651639106 BBG000BPWXK1 12,801,587 343,916 SH   SOLE   343,916 0 0
Nutrien Ltd COM 67077M108 BBG00JM9XLN6 45,975,029 1,027,292 SH   SOLE   1,027,292 0 0
NU Holdings Ltd/Cayman Islands COM G6683N103 BBG0136WM1M4 219,194 21,156 SH   SOLE   21,156 0 0
Oracle Corp COM 68389X105 BBG000BQLTW7 86,325,324 517,993 SH   SOLE   517,993 0 0
Otis Worldwide Corp COM 68902V107 BBG00RP60KV0 5,712,553 61,679 SH   SOLE   61,679 0 0
Occidental Petroleum Corp COM 674599105 BBG000BQQ2S6 53,700,802 1,086,753 SH   SOLE   1,086,753 0 0
Petroleo Brasileiro SA ADR 71654V408 BBG000BS6FX9 81,616 6,346 SH   SOLE   6,346 0 0
PDD Holdings Inc ADR 722304102 BBG00LBLDDR2 13,131,470 135,379 SH   SOLE   135,379 0 0
QUALCOMM Inc COM 747525103 BBG000CGC1X8 58,685,274 381,985 SH   SOLE   381,985 0 0
Roku Inc COM 77543R102 BBG001ZZPQJ6 283,407 3,812 SH   SOLE   3,812 0 0
SEMrush Holdings Inc COM 81686C104 BBG00Z6S6258 281,353 23,681 SH   SOLE   23,681 0 0
Shoals Technologies Group Inc COM 82489W107 BBG00YQ82275 12,576 2,274 SH   SOLE   2,274 0 0
SimilarWeb Ltd COM M84137104 BBG010425VD1 229,091 16,166 SH   SOLE   16,166 0 0
Suzano SA ADR 86959K105 BBG000PLJG90 5,240,772 517,821 SH   SOLE   517,821 0 0
AT&T Inc COM 00206R102 BBG000BSJK37 65,288,319 2,867,064 SH   SOLE   2,867,064 0 0
Taiwan Semiconductor Manufactu ADR 874039100 BBG000BD8ZK0 20,482,157 103,704 SH   SOLE   103,704 0 0
UBS Group AG COM H42097107 BBG007936GV2 74,965,319 2,449,761 SH   SOLE   2,449,761 0 0
Valaris Ltd COM G9460G101 BBG010JW9K49 280,725 6,345 SH   SOLE   6,345 0 0
Veeva Systems Inc COM 922475108 BBG001CGB489 251,900 1,198 SH   SOLE   1,198 0 0
Controladora Vuela Cia de Avia COM 21240E105 BBG004NZ9HL8 1,562,035 209,934 SH   SOLE   209,934 0 0
Ventas Inc COM 92276F100 BBG000FRVHB9 87,375,435 1,483,586 SH   SOLE   1,483,586 0 0
Workday Inc COM 98138H101 BBG000VC0T95 18,351,285 71,115 SH   SOLE   71,115 0 0
Full Truck Alliance Co Ltd ADR 35969L108 BBG01186DLS3 511,405 47,261 SH   SOLE   47,261 0 0