#	Issuer	Ticker	Shares	Value	% of Portfolio
1	AMAZON COM INC	AMZN	564,866	$130.4M	24.95%
2	KRANESHARES TRUST	500767306	1,734,000	$59.0M	11.30%
3	SPDR SERIES TRUST	78464A698	802,873	$52.0M	9.96%
4	META PLATFORMS INC	META	56,642	$37.4M	7.16%
5	MICROSOFT CORP	MSFT	71,402	$34.5M	6.61%
6	KENVUE INC	KVUE	2,000,000	$34.5M	6.60%
7	ERO COPPER CORP	ERO	1,076,696	$30.5M	5.83%
8	ELECTRONIC ARTS INC	EA	96,054	$19.6M	3.76%
9	VISTRA CORP	VST	105,000	$16.9M	3.24%
10	TECK RESOURCES LTD	TCKRF	302,859	$14.5M	2.78%
11	RIO TINTO PLC	RTNTF	127,754	$10.2M	1.96%
12	YPF SOCIEDAD ANONIMA	YPF	257,042	$9.3M	1.78%
13	SUZANO S A	SUZ	784,450	$7.3M	1.40%
14	EXACT SCIENCES CORP	30063P105	64,428	$6.5M	1.25%
15	EMBRAER S.A.	EMBJ	99,372	$6.4M	1.22%
16	LOMA NEGRA C I A S A MTN 14	54150E104	380,833	$4.9M	0.94%
17	EVE HLDG INC	EVEX-WT	1,100,000	$4.4M	0.84%
18	TELEFONICA BRASIL SA	VIV	355,066	$4.2M	0.81%
19	VISA INC	V	10,725	$3.8M	0.72%
20	DISNEY WALT CO	254687106	32,820	$3.7M	0.71%