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
Aegon NV NY REGISTRY SHS 007924103   70,080 14,600 SH   SOLE NONE 14,600 0 0
Alcon ORD SHS H01301128   750,256 9,736 SH   SOLE NONE 9,736 0 0
Alphabet Inc CAP STK CL C 02079K107   3,589,616 27,225 SH   SOLE NONE 27,225 0 0
Alphabet Inc CAP STK CL A 02079K305   2,535,543 19,376 SH   SOLE NONE 19,376 0 0
Amazon COM INC COM 023135106   3,060,922 24,079 SH   SOLE NONE 24,079 0 0
Amcor plc ORD G0250X107   3,852,284 420,555 SH   SOLE NONE 420,555 0 0
American Tower Corp COM 03027X100   2,307,562 14,032 SH   SOLE NONE 14,032 0 0
Baidu INC SPON ADR REP A 056752108   7,360,499 54,786 SH   SOLE NONE 54,786 0 0
Bank of America Corp COM 060505104   3,838,484 140,193 SH   SOLE NONE 140,193 0 0
BeiGene Ltd SPONSORED ADR 07725L102   2,470,514 13,735 SH   SOLE NONE 13,735 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,657,385 5 SH   SOLE NONE 5 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   6,485,805 18,515 SH   SOLE NONE 18,515 0 0
BHP Group LTD SPONSORED ADS 088606108   4,359,454 76,643 SH   SOLE NONE 76,643 0 0
Bilibili INC SPONS ADS REP Z 090040106   6,699,408 486,522 SH   SOLE NONE 486,522 0 0
Block INC CL A 852234103   2,732,435 61,736 SH   SOLE NONE 61,736 0 0
Broadcom INC COM 11135F101   2,990,088 3,600 SH   SOLE NONE 3,600 0 0
CANADIAN NATL RY CO COM 136375102   515,867 4,762 SH   SOLE NONE 4,762 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   562,688 7,562 SH   SOLE NONE 7,562 0 0
CHEVRON CORP NEW COM 166764100   3,401,403 20,172 SH   SOLE NONE 20,172 0 0
Chewy INC CL A 16679L109   2,394,543 131,136 SH   SOLE NONE 131,136 0 0
CNH Industrial NV SHS N20944109   2,486,139 205,466 SH   SOLE NONE 205,466 0 0
Corteva INC COM 22052L104   1,524,568 29,800 SH   SOLE NONE 29,800 0 0
CVS HEALTH Corp COM 126650100   1,510,905 21,640 SH   SOLE NONE 21,640 0 0
EAST WEST BANCORP INC COM 27579R104   3,009,530 57,096 SH   SOLE NONE 57,096 0 0
Enterprise Products Partners LP COM 293792107   1,666,942 60,904 SH   SOLE NONE 60,904 0 0
Equinor ASA SPONSORED ADR 29446M102   1,042,722 31,800 SH   SOLE NONE 31,800 0 0
Farfetch LTD ORD SH CL A 30744W107   1,955,772 935,776 SH   SOLE NONE 935,776 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   270,509 24,704 SH   SOLE NONE 24,704 0 0
Genmab A/S SPONSORED ADS 372303206   1,305,237 37,007 SH   SOLE NONE 37,007 0 0
Golden Ocean Group LTD SHS NEW G39637205   855,508 108,567 SH   SOLE NONE 108,567 0 0
Honda Motor Ltd AMERN SHS 438128308   6,356,951 188,970 SH   SOLE NONE 188,970 0 0
ING GROEP N.V. SPONSORED ADR 456837103   461,300 35,000 SH   SOLE NONE 35,000 0 0
International Business Machines Corp COM 459200101   1,010,721 7,204 SH   SOLE NONE 7,204 0 0
IRSA Inversiones y Representaciones SA GLOBL DEP RCPT 450047303   1,099,647 187,653 SH   SOLE NONE 187,653 0 0
iShares 0-3 Month Treasury 0-3 MNTH TREASRY 46436E718   29,102,555 289,089 SH   SOLE NONE 289,089 0 0
Johnson & Johnson COM 478160104   1,629,301 10,461 SH   SOLE NONE 10,461 0 0
KE Holdings SPONSORED ADS 482497104   1,452,284 93,575 SH   SOLE NONE 93,575 0 0
Koninklijke Philips N V NY REGIS SHS NEW 500472303   666,056 33,403 SH   SOLE NONE 33,403 0 0
Kosmos Energy Ltd COM 500688106   1,284,260 157,000 SH   SOLE NONE 157,000 0 0
LAUDER ESTEE COS INC CL A 518439104   2,642,663 18,282 SH   SOLE NONE 18,282 0 0
Linde plc SHS G54950103   1,470,410 3,949 SH   SOLE NONE 3,949 0 0
MASTERCARD INCORPORATED CL A 57636Q104   306,038 773 SH   SOLE NONE 773 0 0
Medicinova INC COM NEW 58468P206   63,659 30,459 SH   SOLE NONE 30,459 0 0
Meta Platforms CL A 30303M102   4,196,936 13,980 SH   SOLE NONE 13,980 0 0
Microsoft Corp COM 594918104   499,517 1,582 SH   SOLE NONE 1,582 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,072,623 41,414 SH   SOLE NONE 41,414 0 0
Mitsubishi UFJ Financial Group SPONSORED ADS 606822104   19,925,444 2,346,931 SH   SOLE NONE 2,346,931 0 0
NetEase INC SPONSORED ADS 64110W102   3,225,152 32,200 SH   SOLE NONE 32,200 0 0
New Oriental Education and Technology Group SPON ADR 647581206   5,297,370 90,476 SH   SOLE NONE 90,476 0 0
News Corp NEW CL B 65249B208   536,609 25,712 SH   SOLE NONE 25,712 0 0
Nextera Energy Inc COM 65339F101   2,386,358 41,654 SH   SOLE NONE 41,654 0 0
NIO SPON ADS 62914V106   953,792 105,508 SH   SOLE NONE 105,508 0 0
Noble Corp PLC ORD SHS A G65431127   810,400 16,000 SH   SOLE NONE 16,000 0 0
Nokia Corp SPONSORED ADR 654902204   285,975 76,464 SH   SOLE NONE 76,464 0 0
Novo-Nordisk A/S ADR 670100205   1,150,027 12,646 SH   SOLE NONE 12,646 0 0
NVIDIA Corp COM 67066G104   7,351,331 16,900 SH   SOLE NONE 16,900 0 0
PAGAYA TECH CL A ORD CL A SHS M7S64L115   2,436,360 1,542,000 SH   SOLE NONE 1,542,000 0 0
PAYPAL HLDGS INC COM 70450Y103   4,835,636 82,717 SH   SOLE NONE 82,717 0 0
Peabody Energy Corp COM 704551100   1,585,390 61,000 SH   SOLE NONE 61,000 0 0
ProPetro Holding Corp COM 74347M108   1,768,279 166,348 SH   SOLE NONE 166,348 0 0
RAMACO RES INC COM CL B 75134P501   429,707 36,019 SH   SOLE NONE 36,019 0 0
Ramaco Resources INC COM CL A 75134P600   1,429,744 130,095 SH   SOLE NONE 130,095 0 0
ResMed INC COM 761152107   34,150,133 230,947 SH   SOLE NONE 230,947 0 0
SAP SE SPON ADR 803054204   2,844,781 21,998 SH   SOLE NONE 21,998 0 0
Sea LTD SPONSORD ADS 81141R100   3,072,105 69,900 SH   SOLE NONE 69,900 0 0
SIGMA LITHIUM ORD COM 826599102   2,578,980 79,500 SH   SOLE NONE 79,500 0 0
Sumitomo Mitsui Financial Group SPONSORED ADR 86562M209   9,065,290 920,334 SH   SOLE NONE 920,334 0 0
Takeda Pharmaceutical CO LTD SPONSORED ADS 874060205   3,169,679 204,892 SH   SOLE NONE 204,892 0 0
TALOS ENERGY INC COM 87484T108   328,800 20,000 SH   SOLE NONE 20,000 0 0
Teck Resources Limited CL B 878742204   646,350 15,000 SH   SOLE NONE 15,000 0 0
THE RealReal INC COM 88339P101   2,110,000 1,000,000 SH   SOLE NONE 1,000,000 0 0
TIDEWATER INC NEW COM 88642R109   1,208,190 17,000 SH   SOLE NONE 17,000 0 0
Toyota Motor Corp ADS 892331307   9,182,709 51,086 SH   SOLE NONE 51,086 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,426,112 40,781 SH   SOLE NONE 40,781 0 0
Uber Technologies INC COM 90353T100   4,242,302 92,244 SH   SOLE NONE 92,244 0 0
UBS Group AG SHS H42097107   279,482 11,338 SH   SOLE NONE 11,338 0 0
Unitedhealth Group INC COM 91324P102   3,269,168 6,484 SH   SOLE NONE 6,484 0 0
VISA INC COM CL A 92826C839   2,151,514 9,354 SH   SOLE NONE 9,354 0 0
Woodside Energy Group LTD SPONSORED ADR 980228308   2,580,765 110,810 SH   SOLE NONE 110,810 0 0
Xpeng INC ADS 98422D105   13,356,698 727,489 SH   SOLE NONE 727,489 0 0
YUM CHINA HLDGS INC COM 98850P109   4,095,810 73,507 SH   SOLE NONE 73,507 0 0
Zai Lab Limited ADR 98887Q104   2,454,508 100,967 SH   SOLE NONE 100,967 0 0