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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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Berkshire Hathaway CL A 084670108 2,645 5 SH   SOLE NONE 5 0 0
Alphabet Inc - Class C CAP STK CL C 02079K107 1,349 483 SH   SOLE NONE 483 0 0
Alphabet Inc - Class A CAP STK CL A 02079K305 2,500 899 SH   SOLE NONE 899 0 0
MASTERCARD INCORPORATED CL A 57636Q104 420 1,175 SH   SOLE NONE 1,175 0 0
MOODYS CORP COM 615369105 572 1,694 SH   SOLE NONE 1,694 0 0
BeiGene Ltd SPONSORED ADR 07725L102 454 2,408 SH   SOLE NONE 2,408 0 0
Charter Communications CL A 16119P108 1,429 2,620 SH   SOLE NONE 2,620 0 0
Intuit COM 461202103 1,453 3,022 SH   SOLE NONE 3,022 0 0
lululemon athletica COM 550021109 1,678 4,593 SH   SOLE NONE 4,593 0 0
BANK OF AMERICA CORPORATION COM 060505104 257 6,226 SH   SOLE NONE 6,226 0 0
Costco Wholesale Corp COM 22160K105 3,799 6,598 SH   SOLE NONE 6,598 0 0
China Southern Airlines Company Limited SPON ADR CL H 169409109 212 7,315 SH   SOLE NONE 7,315 0 0
Automatic Data Processing COM 053015103 1,826 8,024 SH   SOLE NONE 8,024 0 0
ESTEE LAUDER COMPANIES INC CL A 518439104 2,511 9,221 SH   SOLE NONE 9,221 0 0
Tesla COM 88160R101 10,662 9,894 SH   SOLE NONE 9,894 0 0
Microsoft Corp COM 594918104 3,066 9,943 SH   SOLE NONE 9,943 0 0
WPP PLC ADR 92937A102 658 10,053 SH   SOLE NONE 10,053 0 0
ROBLOX CORPORATION CL A 771049103 509 11,000 SH   SOLE NONE 11,000 0 0
YUM CHINA HOLDINGS INC COM 98850P109 492 11,856 SH   SOLE NONE 11,856 0 0
BERKSHIRE HATHAWAY INC CL A 084670702 4,641 13,151 SH   SOLE NONE 13,151 0 0
NICE Ltd SPONSORED ADR 653656108 3,058 13,962 SH   SOLE NONE 13,962 0 0
DRDGOLD Ltd SPON ADR REPSTG 26152H301 132 14,068 SH   SOLE NONE 14,068 0 0
Diageo plc SPON ADR NEW 25243Q205 3,007 14,802 SH   SOLE NONE 14,802 0 0
Novo-Nordisk A/S ADR 670100205 1,844 16,606 SH   SOLE NONE 16,606 0 0
Meta Platforms CL A 30303M102 3,717 16,717 SH   SOLE NONE 16,717 0 0
DOLLAR GENERAL CORP COM 256677105 3,857 17,324 SH   SOLE NONE 17,324 0 0
Starbucks Corp COM 855244109 1,624 17,851 SH   SOLE NONE 17,851 0 0
SCHLUMBERGER LIMITED COM STK 806857108 744 18,000 SH   SOLE NONE 18,000 0 0
GDS Holdings Limited SPONSORED ADS 36165L108 711 18,125 SH   SOLE NONE 18,125 0 0
WALMART INC COM 931142103 2,924 19,635 SH   SOLE NONE 19,635 0 0
Goosehead Insurance COM CL A 38267D109 1,717 21,850 SH   SOLE NONE 21,850 0 0
L3 HARRIS TECHNOLOGIES INC COM 502431109 5,470 22,016 SH   SOLE NONE 22,016 0 0
10x Genomics COM 88025U109 1,902 25,000 SH   SOLE NONE 25,000 0 0
MorphoSys AG SPONSORED ADS 617760202 177 26,086 SH   SOLE NONE 26,086 0 0
Netflix COM 64110L106 10,126 27,032 SH   SOLE NONE 27,032 0 0
PepsiCo COM 713448108 4,871 29,103 SH   SOLE NONE 29,103 0 0
Credit Suisse Group SPONSORED ADR 225401108 236 30,000 SH   SOLE NONE 30,000 0 0
HESS CORPORATION COM 42809H107 3,211 30,000 SH   SOLE NONE 30,000 0 0
Monster Beverage Corp COM 61174X109 2,467 30,871 SH   SOLE NONE 30,871 0 0
KraneShares CSI China Internet ETF CSI CHI INTERNET 500767306 956 33,333 SH   SOLE NONE 33,333 0 0
Trip.com Group Limited ADS 89677Q107 776 33,550 SH   SOLE NONE 33,550 0 0
PROCTER & GAMBLE CO COM 742718109 5,281 34,560 SH   SOLE NONE 34,560 0 0
GitLab CLASS A COM 37637K108 1,960 36,000 SH   SOLE NONE 36,000 0 0
Baidu SPON ADR CL A 056752108 4,776 36,100 SH   SOLE NONE 36,100 0 0
COLGATE-PALMOLIVE CO COM 194162103 2,874 37,897 SH   SOLE NONE 37,897 0 0
CHINA PETROLEUM & CHEMICAL Corp SPON ADR H SHS 16941R108 1,900 38,361 SH   SOLE NONE 38,361 0 0
East West Bancorp COM 27579R104 3,358 42,492 SH   SOLE NONE 42,492 0 0
Nokia Corp SPONSORED ADR 654902204 242 44,349 SH   SOLE NONE 44,349 0 0
Toyota Motor Corp ADS 892331307 8,341 46,276 SH   SOLE NONE 46,276 0 0
AMPHENOL CORP CL A 032095101 3,764 49,955 SH   SOLE NONE 49,955 0 0
Infosys Limited SPONSORED ADR 456788108 1,245 50,000 SH   SOLE NONE 50,000 0 0
NEXTERA ENERGY INC COM 65339F101 4,245 50,107 SH   SOLE NONE 50,107 0 0
COCA-COLA CO COM 191216100 3,205 51,693 SH   SOLE NONE 51,693 0 0
PayPal Holdings COM 70450Y103 5,991 51,802 SH   SOLE NONE 51,802 0 0
BROWN-FORMAN CORP CL A 115637209 3,495 52,142 SH   SOLE NONE 52,142 0 0
ENVESTNET INC COM 29404K106 4,362 58,591 SH   SOLE NONE 58,591 0 0
JD.com SPON ADR CL A 47215P106 3,474 60,033 SH   SOLE NONE 60,033 0 0
Prudential PLC ADR 74435K204 1,876 63,409 SH   SOLE NONE 63,409 0 0
IONQ INC COM 46222L108 893 70,000 SH   SOLE NONE 70,000 0 0
Huazhu Group Limited SPONSORED ADS 44332N106 2,423 73,440 SH   SOLE NONE 73,440 0 0
Sasol Limited SPONSORED ADR 803866300 1,807 74,733 SH   SOLE NONE 74,733 0 0
iShares Global Consumer Staples ETF GLB CNSM STP ETF 464288737 4,979 80,160 SH   SOLE NONE 80,160 0 0
ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS SPONSORED ADS 01609W102 9,484 87,173 SH   SOLE NONE 87,173 0 0
BOOZ ALLEN HAMILTON HLDG CORP CL A 099502106 9,803 111,600 SH   SOLE NONE 111,600 0 0
Grocery Outlet Holding Corp COM 39874R101 3,742 114,143 SH   SOLE NONE 114,143 0 0
ZTO EXPRESS (CAYMAN) INC SPON ADS EACH REPR 1 SHS CL A SPONSORED ADS A 98980A105 3,105 124,200 SH   SOLE NONE 124,200 0 0
Anheuser-Busch INBEV SA/NV SPONSORED ADR 03524A108 7,967 132,645 SH   SOLE NONE 132,645 0 0
ICICI Bank Limited ADR 45104G104 2,557 135,000 SH   SOLE NONE 135,000 0 0
Li Auto SPONSORED ADS 50202M102 3,868 149,850 SH   SOLE NONE 149,850 0 0
BHP Group Limited SPONSORED ADS 088606108 12,042 155,883 SH   SOLE NONE 155,883 0 0
XPENG INC SPON ADS EACH REP 2 CL A ORD SHS ADS 98422D105 6,350 230,150 SH   SOLE NONE 230,150 0 0
Shell plc SPON ADS 780259305 12,909 235,001 SH   SOLE NONE 235,001 0 0
RealReal (The) COM 88339P101 1,779 245,000 SH   SOLE NONE 245,000 0 0
VanEck Gold Miners ETF GOLD MINERS ETF 92189F106 9,759 254,000 SH   SOLE NONE 254,000 0 0
HSBC Holdings PLC SPON ADR NEW 404280406 8,734 255,228 SH   SOLE NONE 255,228 0 0
FARFETCH LTD ORD SH CL A 30744W107 4,047 267,681 SH   SOLE NONE 267,681 0 0
Carnival PLC ADR 14365C103 5,092 278,703 SH   SOLE NONE 278,703 0 0
iShares Global Healthcare ETF GLOB HLTHCRE ETF 464287325 24,800 283,044 SH   SOLE NONE 283,044 0 0
BP plc SPONSORED ADR 055622104 8,491 288,822 SH   SOLE NONE 288,822 0 0
iShares MSCI Japan ETF MSCI JPN ETF NEW 46434G822 22,813 370,825 SH   SOLE NONE 370,825 0 0
NatWest Group plc SPON ADR 2 ORD 639057108 2,196 386,585 SH   SOLE NONE 386,585 0 0
Vodafone Group Plc SPONSORED ADR 92857W308 7,127 428,804 SH   SOLE NONE 428,804 0 0
Gold Fields Ltd SPONSORED ADR 38059T106 10,203 659,952 SH   SOLE NONE 659,952 0 0
NOV INC COM 62955J103 13,642 695,668 SH   SOLE NONE 695,668 0 0
AngloGold Ashanti Limited SPONSORED ADR 035128206 18,479 780,034 SH   SOLE NONE 780,034 0 0
Ericsson ADR B SEK 10 294821608 7,911 865,587 SH   SOLE NONE 865,587 0 0
ZIPRECRUITER INC CL A 98980B103 20,755 903,168 SH   SOLE NONE 903,168 0 0
NEW ORIENTAL ED & TECHNOLOGY GP INC SPON ADS EA REP 1 ORD SHS SPON ADR 647581206 1,266 1,101,200 SH   SOLE NONE 1,101,200 0 0
Harmony Gold Mining Company Limited SPONSORED ADR 413216300 5,588 1,110,937 SH   SOLE NONE 1,110,937 0 0
NEW YORK CITY REIT INC-A COM 649439205 249 18,872 SH   SOLE NONE 18,872 0 0