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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Berkshire Hathaway CL A 084670108 2,045 5 SH   SOLE NONE 5 0 0
S&P Global COM 78409V104 245 727 SH   SOLE NONE 727 0 0
Alphabet Inc - Class C CAP STK CL C 02079K107 2,498 1,142 SH   SOLE NONE 1,142 0 0
Moody's Corp COM 615369105 461 1,694 SH   SOLE NONE 1,694 0 0
Intuit COM 461202103 1,005 2,608 SH   SOLE NONE 2,608 0 0
Salesforce COM 79466L302 462 2,800 SH   SOLE NONE 2,800 0 0
Toyota Motor Corp ADS 892331307 490 3,176 SH   SOLE NONE 3,176 0 0
Mastercard CL A 57636Q104 1,221 3,870 SH   SOLE NONE 3,870 0 0
lululemon athletica COM 550021109 1,080 3,963 SH   SOLE NONE 3,963 0 0
Apple COM 037833100 602 4,402 SH   SOLE NONE 4,402 0 0
Charter Communications CL A 16119P108 2,272 4,850 SH   SOLE NONE 4,850 0 0
Automatic Data Processing COM 053015103 1,454 6,924 SH   SOLE NONE 6,924 0 0
Diageo plc SPON ADR NEW 25243Q205 1,248 7,168 SH   SOLE NONE 7,168 0 0
Costco Wholesale Corp COM 22160K105 3,546 7,398 SH   SOLE NONE 7,398 0 0
Estee Lauder Companies (The) CL A 518439104 2,348 9,221 SH   SOLE NONE 9,221 0 0
Unity Software COM 91332U101 342 9,300 SH   SOLE NONE 9,300 0 0
Tesla COM 88160R101 6,434 9,554 SH   SOLE NONE 9,554 0 0
Copart COM 217204106 1,076 9,900 SH   SOLE NONE 9,900 0 0
Advanced Micro Devices COM 007903107 821 10,734 SH   SOLE NONE 10,734 0 0
Roblox Corp CL A 771049103 361 11,000 SH   SOLE NONE 11,000 0 0
Autohome CL A 05278C107 449 11,425 SH   SOLE NONE 11,425 0 0
China Eastern Airlines SPON ADR CL H 16937R104 221 11,578 SH   SOLE NONE 11,578 0 0
WPP PLC ADR 92937A102 586 11,581 SH   SOLE NONE 11,581 0 0
China Southern Airlines Company Limited SPON ADR CL H 169409109 403 13,940 SH   SOLE NONE 13,940 0 0
ZTO Express (Cayman) SPONSORED ADS A 98980A105 395 14,400 SH   SOLE NONE 14,400 0 0
L3Harris Technologies COM 502431109 3,632 15,016 SH   SOLE NONE 15,016 0 0
Berkshire Hathaway CL A 084670702 4,113 15,066 SH   SOLE NONE 15,066 0 0
Starbucks Corp COM 855244109 1,177 15,404 SH   SOLE NONE 15,404 0 0
SPDR S&P Biotech ETF S&P BIOTECH 78464A870 1,188 16,000 SH   SOLE NONE 16,000 0 0
NVIDIA Corp COM 67066G104 2,426 16,002 SH   SOLE NONE 16,002 0 0
Dollar General Corp COM 256677105 4,242 17,324 SH   SOLE NONE 17,324 0 0
Schlumberger Limited COM STK 806857108 644 18,000 SH   SOLE NONE 18,000 0 0
Hess Corp COM 42809H107 2,013 19,000 SH   SOLE NONE 19,000 0 0
BeiGene Ltd SPONSORED ADR 07725L102 3,205 19,800 SH   SOLE NONE 19,800 0 0
Walmart COM 931142103 2,423 19,927 SH   SOLE NONE 19,927 0 0
Chevron Corp COM 166764100 2,921 20,172 SH   SOLE NONE 20,172 0 0
NICE Ltd SPONSORED ADR 653656108 4,033 20,958 SH   SOLE NONE 20,958 0 0
Goosehead Insurance CL A 38267D109 998 21,850 SH   SOLE NONE 21,850 0 0
VISA CL A 92826C839 4,410 22,400 SH   SOLE NONE 22,400 0 0
Meta Platforms CL A 30303M102 3,705 22,979 SH   SOLE NONE 22,979 0 0
Koninklijke Philips NV SHS NEW 500472303 511 23,747 SH   SOLE NONE 23,747 0 0
10x Genomics CL A 88025U109 1,131 25,000 SH   SOLE NONE 25,000 0 0
Procter & Gamble Company COM 742718109 3,963 27,560 SH   SOLE NONE 27,560 0 0
Netflix COM 64110L106 5,217 29,832 SH   SOLE NONE 29,832 0 0
SPDR S&P Regional Banking ETF NYSE TECH ETF 78464A698 1,743 30,000 SH   SOLE NONE 30,000 0 0
Monster Beverage Corp COM 61174X109 2,862 30,871 SH   SOLE NONE 30,871 0 0
Tenaris S A SPONSORED ADS 88031M109 910 35,439 SH   SOLE NONE 35,439 0 0
GitLab COM 37637K108 1,913 36,000 SH   SOLE NONE 36,000 0 0
Colgate-Palmolive Company COM 194162103 3,037 37,897 SH   SOLE NONE 37,897 0 0
Microsoft Corp COM 594918104 9,883 38,482 SH   SOLE NONE 38,482 0 0
Shell plc SPON ADS 780259305 2,065 39,494 SH   SOLE NONE 39,494 0 0
East West Bancorp COM 27579R104 2,753 42,492 SH   SOLE NONE 42,492 0 0
Coca-Cola Company COM 191216100 2,894 46,001 SH   SOLE NONE 46,001 0 0
Amphenol Corp CL A 032095101 3,216 49,955 SH   SOLE NONE 49,955 0 0
Infosys Limited SPONSORED ADR 456788108 926 50,000 SH   SOLE NONE 50,000 0 0
LG Display Co Ltd SPON ADR REP 50186V102 281 50,312 SH   SOLE NONE 50,312 0 0
Nextera Energy Inc COM 65339F101 4,523 58,396 SH   SOLE NONE 58,396 0 0
ENVESTNET COM 29404K106 3,092 58,591 SH   SOLE NONE 58,591 0 0
PayPal Holdings COM 70450Y103 4,188 59,961 SH   SOLE NONE 59,961 0 0
Teva Pharmaceutical Industries Limited SPONSORED ADS 881624209 472 62,773 SH   SOLE NONE 62,773 0 0
IonQ COM 46222L108 307 70,000 SH   SOLE NONE 70,000 0 0
Amazon.com COM 023135106 7,718 72,665 SH   SOLE NONE 72,665 0 0
Chewy CL A 16679L109 2,709 78,025 SH   SOLE NONE 78,025 0 0
iShares Global Consumer Staples ETF GLB CNSM STP ETF 464288737 4,635 80,160 SH   SOLE NONE 80,160 0 0
Prudential PLC ADR 74435K204 2,252 89,688 SH   SOLE NONE 89,688 0 0
ResMed COM 761152107 20,099 95,879 SH   SOLE NONE 95,879 0 0
Bank of America Corp COM 060505104 3,103 99,671 SH   SOLE NONE 99,671 0 0
Huazhu Group Limited SPONSORED ADS 44332N106 4,177 109,620 SH   SOLE NONE 109,620 0 0
Booz Allen Hamilton Holding Corp CL A 099502106 10,084 111,600 SH   SOLE NONE 111,600 0 0
Grocery Outlet Holding Corp COM 39874R101 4,866 114,143 SH   SOLE NONE 114,143 0 0
Mitsubishi UFJ Financial Group SPONSORED ADS 606822104 676 126,535 SH   SOLE NONE 126,535 0 0
JD.com SPON ADR CL A 47215P106 8,445 131,508 SH   SOLE NONE 131,508 0 0
ICICI Bank Limited ADR 45104G104 2,395 135,000 SH   SOLE NONE 135,000 0 0
iShares 0-3 Month Treasury 0-3 MNTH TREASRY 46436E718 13,726 137,096 SH   SOLE NONE 137,096 0 0
Genmab A/S ADS SPONSORED ADS 372303206 4,822 148,411 SH   SOLE NONE 148,411 0 0
Sasol Limited SPONSORED ADR 803866300 3,750 161,443 SH   SOLE NONE 161,443 0 0
New Oriental Education and Technology Group SPON ADR 647581206 3,347 164,410 SH   SOLE NONE 164,410 0 0
Alibaba Group Holding Limited SPONSORED ADS 01609W102 18,702 164,518 SH   SOLE NONE 164,518 0 0
AngloGold Ashanti Limited SPONSORED ADR 035128206 3,558 240,580 SH   SOLE NONE 240,580 0 0
VanEck Gold Miners ETF GOLD MINERS ETF 92189F106 6,955 254,000 SH   SOLE NONE 254,000 0 0
Vodafone Group Plc SPONSORED ADR 92857W308 4,246 272,514 SH   SOLE NONE 272,514 0 0
Baidu SPON ADR REP A 056752108 40,569 272,767 SH   SOLE NONE 272,767 0 0
Carnival PLC ADR 14365C103 2,224 281,488 SH   SOLE NONE 281,488 0 0
iShares Global Healthcare ETF GLOB HLTHCRE ETF 464287325 22,966 283,044 SH   SOLE NONE 283,044 0 0
RealReal (The) COM 88339P101 710 285,000 SH   SOLE NONE 285,000 0 0
Nomura Holdings SPONSORED ADR 65535H208 1,059 295,711 SH   SOLE NONE 295,711 0 0
Yum China Holdings COM 98850P109 17,115 352,894 SH   SOLE NONE 352,894 0 0
BP plc SPONSORED ADR 055622104 11,089 391,136 SH   SOLE NONE 391,136 0 0
Farfetch Limited ORD SH CL A 30744W107 3,130 437,131 SH   SOLE NONE 437,131 0 0
Mizuho Financial Group SPONSORED ADR 60687Y109 1,073 478,999 SH   SOLE NONE 478,999 0 0
NOV COM 62955J103 8,382 495,668 SH   SOLE NONE 495,668 0 0
Gold Fields Ltd SPONSORED ADR 38059T106 4,866 533,521 SH   SOLE NONE 533,521 0 0
Barclays PLC ADR 06738E204 4,377 575,955 SH   SOLE NONE 575,955 0 0
Woodside Energy Group Limited SPONSORED ADR 980228308 13,339 618,688 SH   SOLE NONE 618,688 0 0
Trip.com Group Limited COM 89677Q107 17,332 631,400 SH   SOLE NONE 631,400 0 0
Harmony Gold Mining Company Limited SPONSORED ADR 413216300 2,181 696,653 SH   SOLE NONE 696,653 0 0
BHP Group Limited SPONSORED ADS 088606108 40,212 715,768 SH   SOLE NONE 715,768 0 0
Li Auto SPONSORED ADS 50202M102 28,428 742,041 SH   SOLE NONE 742,041 0 0
ZipRecruiter CL A 98980B103 12,938 873,000 SH   SOLE NONE 873,000 0 0
Sumitomo Mitsui Financial Group SPONSORED ADR 86562M209 5,931 1,005,212 SH   SOLE NONE 1,005,212 0 0
Ericsson ADR B SEK 10 294821608 7,626 1,030,487 SH   SOLE NONE 1,030,487 0 0
XPeng ADS 98422D105 46,044 1,450,662 SH   SOLE NONE 1,450,662 0 0