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
AEGON N V NY REGISTRY SHS 007924103   74,022 14,600 SH   SOLE NONE 14,600 0 0
AMAZON COM INC COM 023135106   6,385,945 48,987 SH   SOLE NONE 48,987 0 0
BAIDU INC SPON ADR REP A 056752108   5,301,977 38,726 SH   SOLE NONE 38,726 0 0
BANK AMERICA CORP COM 060505104   4,779,209 166,581 SH   SOLE NONE 166,581 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,589,050 5 SH   SOLE NONE 5 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,697,275 13,775 SH   SOLE NONE 13,775 0 0
BHP GROUP LTD SPONSORED ADS 088606108   17,563,924 294,351 SH   SOLE NONE 294,351 0 0
BILIBILI INC SPONS ADS REP Z 090040106   11,244,291 744,655 SH   SOLE NONE 744,655 0 0
BLOCK INC CL A 852234103   3,144,367 47,234 SH   SOLE NONE 47,234 0 0
BROADCOM INC COM 11135F101   2,689,033 3,100 SH   SOLE NONE 3,100 0 0
CANADIAN NATL RY CO COM 136375102   576,535 4,762 SH   SOLE NONE 4,762 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   610,783 7,562 SH   SOLE NONE 7,562 0 0
CHEVRON CORP NEW COM 166764100   3,174,064 20,172 SH   SOLE NONE 20,172 0 0
CHEWY INC CL A 16679L109   2,873,416 72,800 SH   SOLE NONE 72,800 0 0
EAST WEST BANCORP INC COM 27579R104   2,243,153 42,492 SH   SOLE NONE 42,492 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107   1,604,820 60,904 SH   SOLE NONE 60,904 0 0
EQUINOR ASA SPONSORED ADR 29446M102   826,877 28,308 SH   SOLE NONE 28,308 0 0
FARFETCH LTD ORD SH CL A 30744W107   4,715,887 780,776 SH   SOLE NONE 780,776 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   1,211,887 50,643 SH   SOLE NONE 50,643 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   1,276,653 116,165 SH   SOLE NONE 116,165 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   2,471,449 63,730 SH   SOLE NONE 63,730 0 0
HALEON PLC SPON ADS 405552100   166,268 19,841 SH   SOLE NONE 19,841 0 0
HONDA MOTOR LTD AMERN SHS 438128308   25,306,183 834,912 SH   SOLE NONE 834,912 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   468,335 3,500 SH   SOLE NONE 3,500 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204   817,765 100,710 SH   SOLE NONE 100,710 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   37,138,627 369,061 SH   SOLE NONE 369,061 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   22,542,903 829,088 SH   SOLE NONE 829,088 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   629,063 103,125 SH   SOLE NONE 103,125 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   676,207 31,176 SH   SOLE NONE 31,176 0 0
KOSMOS ENERGY LTD COM 500688106   1,120,130 187,000 SH   SOLE NONE 187,000 0 0
LAUDER ESTEE COS INC CL A 518439104   1,539,423 7,839 SH   SOLE NONE 7,839 0 0
LI AUTO INC SPONSORED ADS 50202M102   10,449,059 297,694 SH   SOLE NONE 297,694 0 0
MASTERCARD INCORPORATED CL A 57636Q104   304,021 773 SH   SOLE NONE 773 0 0
MICROSOFT CORP COM 594918104   1,526,300 4,482 SH   SOLE NONE 4,482 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,359,200 80,000 SH   SOLE NONE 80,000 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   7,907,752 1,072,965 SH   SOLE NONE 1,072,965 0 0
NETEASE INC SPONSORED ADS 64110W102   11,991,494 124,020 SH   SOLE NONE 124,020 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   6,027,359 152,630 SH   SOLE NONE 152,630 0 0
NEXTERA ENERGY INC COM 65339F101   1,240,179 16,714 SH   SOLE NONE 16,714 0 0
NIO INC SPON ADS 62914V106   662,990 68,420 SH   SOLE NONE 68,420 0 0
NOKIA CORP SPONSORED ADR 654902204   3,002,563 721,770 SH   SOLE NONE 721,770 0 0
NOMURA HLDGS INC SPONSORED ADR 65535H208   629,533 164,369 SH   SOLE NONE 164,369 0 0
NOVARTIS AG SPONSORED ADR 66987V109   1,707,498 16,921 SH   SOLE NONE 16,921 0 0
PAYPAL HLDGS INC COM 70450Y103   4,417,526 66,200 SH   SOLE NONE 66,200 0 0
PEABODY ENERGY CORP COM 704551100   1,321,260 61,000 SH   SOLE NONE 61,000 0 0
PROPETRO HLDG CORP COM 74347M108   2,359,508 286,348 SH   SOLE NONE 286,348 0 0
RAMACO RES INC COM CL B 75134P501   382,162 36,019 SH   SOLE NONE 36,019 0 0
RAMACO RES INC COM CL A 75134P600   1,098,002 130,095 SH   SOLE NONE 130,095 0 0
RESMED INC COM 761152107   13,377,663 61,225 SH   SOLE NONE 61,225 0 0
SALESFORCE INC COM 79466L302   316,890 1,500 SH   SOLE NONE 1,500 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205   13,642,831 868,417 SH   SOLE NONE 868,417 0 0
TALOS ENERGY INC COM 87484T108   277,400 20,000 SH   SOLE NONE 20,000 0 0
TECK RESOURCES LTD CL B 878742204   631,500 15,000 SH   SOLE NONE 15,000 0 0
THE REALREAL INC COM 88339P101   2,140,080 964,000 SH   SOLE NONE 964,000 0 0
TIDEWATER INC NEW COM 88642R109   942,480 17,000 SH   SOLE NONE 17,000 0 0
TRIP COM GROUP LT ADS 89677Q107   14,031,500 400,900 SH   SOLE NONE 400,900 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,186,009 27,473 SH   SOLE NONE 27,473 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,538,048 3,200 SH   SOLE NONE 3,200 0 0
VISA INC COM CL A 92826C839   2,221,388 9,354 SH   SOLE NONE 9,354 0 0
WEIBO CORP SPONSORED ADR 948596101   203,729 15,540 SH   SOLE NONE 15,540 0 0
WPP PLC NEW ADR 92937A102   557,200 10,658 SH   SOLE NONE 10,658 0 0
XPENG INC ADS 98422D105   211,647 15,771 SH   SOLE NONE 15,771 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   418,811 28,127 SH   SOLE NONE 28,127 0 0