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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
10x Genomics CL A 88025U109 712 25,000 SH   SOLE NONE 25,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109 5,278 71,000 SH   SOLE NONE 71,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30,951 386,937 SH   SOLE NONE 386,937 0 0
ALPHABET INC CAP STK CL A 02079K305 3,367 35,200 SH   SOLE NONE 35,200 0 0
Alphabet Inc CAP STK CL C 02079K107 3,641 37,866 SH   SOLE NONE 37,866 0 0
AMAZON COM INC COM 023135106 334 2,952 SH   SOLE NONE 2,952 0 0
Amphenol Corp CL A 032095101 3,680 54,955 SH   SOLE NONE 54,955 0 0
ANGLOGOLD ASHANTI LIMITED SPONSORED ADR 035128206 1,084 78,458 SH   SOLE NONE 78,458 0 0
Anheuser-Busch INBEV SA/NV SPONSORED ADR 03524A108 3,055 67,654 SH   SOLE NONE 67,654 0 0
ARGENX SE SPONSORED ADR 04016X101 2,756 7,807 SH   SOLE NONE 7,807 0 0
BAIDU INC SPON ADR REP A 056752108 588 5,008 SH   SOLE NONE 5,008 0 0
Bank of America Corp COM 060505104 2,834 93,854 SH   SOLE NONE 93,854 0 0
Berkshire Hathaway CL A 084670108 2,032 5 SH   SOLE NONE 5 0 0
Berkshire Hathaway CL A 084670702 3,304 12,375 SH   SOLE NONE 12,375 0 0
Booz Allen Hamilton Holding Corp CL A 099502106 10,306 111,600 SH   SOLE NONE 111,600 0 0
CANON INC SPONSORED ADR 138006309 2,375 108,945 SH   SOLE NONE 108,945 0 0
CARNIVAL PLC ADR 14365C103 586 94,627 SH   SOLE NONE 94,627 0 0
Chevron Corp COM 166764100 2,898 20,172 SH   SOLE NONE 20,172 0 0
Chewy CL A 16679L109 1,736 56,500 SH   SOLE NONE 56,500 0 0
China Eastern Airlines SPON ADR CL H 16937R104 373 22,288 SH   SOLE NONE 22,288 0 0
CHINA SOUTHERN AIRLINES CO L SPON ADR CL H 169409109 494 18,562 SH   SOLE NONE 18,562 0 0
CHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW 16965P202 453 24,429 SH   SOLE NONE 24,429 0 0
COCA COLA CO COM 191216100 2,949 52,638 SH   SOLE NONE 52,638 0 0
Copart COM 217204106 1,053 9,900 SH   SOLE NONE 9,900 0 0
Costco Wholesale Corp COM 22160K105 3,116 6,598 SH   SOLE NONE 6,598 0 0
CREDIT SUISSE GROUP SPONSORED ADR 225401108 118 30,000 SH   SOLE NONE 30,000 0 0
Darling Ingredients COM 237266101 1,125 17,000 SH   SOLE NONE 17,000 0 0
Deere & Company COM 244199105 4,274 12,800 SH   SOLE NONE 12,800 0 0
Dollar General Corp COM 256677105 2,476 10,324 SH   SOLE NONE 10,324 0 0
East West Bancorp COM 27579R104 2,853 42,492 SH   SOLE NONE 42,492 0 0
ENVESTNET COM 29404K106 2,601 58,591 SH   SOLE NONE 58,591 0 0
Ericsson ADR B SEK 10 294821608 1,217 211,968 SH   SOLE NONE 211,968 0 0
Farfetch Limited ORD SH CL A 30744W107 2,742 368,031 SH   SOLE NONE 368,031 0 0
GDS Holdings Limited SPONSORED ADS 36165L108 2,298 130,134 SH   SOLE NONE 130,134 0 0
Genmab A/S ADS SPONSORED ADS 372303206 378 11,768 SH   SOLE NONE 11,768 0 0
GitLab COM 37637K108 2,356 46,000 SH   SOLE NONE 46,000 0 0
Grocery Outlet Holding Corp COM 39874R101 2,668 80,143 SH   SOLE NONE 80,143 0 0
H World Group Limited SPONSORED ADS 44332N106 2,718 81,030 SH   SOLE NONE 81,030 0 0
HALEON PLC SPON ADS 405552100 968 158,886 SH   SOLE NONE 158,886 0 0
Hess Corp COM 42809H107 3,161 29,000 SH   SOLE NONE 29,000 0 0
ICICI Bank Limited ADR 45104G104 6,606 315,000 SH   SOLE NONE 315,000 0 0
Infosys Limited SPONSORED ADR 456788108 2,630 155,000 SH   SOLE NONE 155,000 0 0
Intuit COM 461202103 1,010 2,608 SH   SOLE NONE 2,608 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 18,115 370,825 SH   SOLE NONE 370,825 0 0
ISHARES TR U.S. MED DVC ETF 464288810 3,774 80,000 SH   SOLE NONE 80,000 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718 13,747 137,096 SH   SOLE NONE 137,096 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325 21,327 283,044 SH   SOLE NONE 283,044 0 0
JAMES HARDIE INDS PLC SPONSORED ADR 47030M106 693 35,042 SH   SOLE NONE 35,042 0 0
JD.COM INC SPON ADR CL A 47215P106 3,317 65,943 SH   SOLE NONE 65,943 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 3,121 15,016 SH   SOLE NONE 15,016 0 0
Li Auto SPONSORED ADS 50202M102 1,281 55,683 SH   SOLE NONE 55,683 0 0
Mastercard CL A 57636Q104 1,516 5,330 SH   SOLE NONE 5,330 0 0
META PLATFORMS INC CL A 30303M102 8,132 59,935 SH   SOLE NONE 59,935 0 0
Microsoft Corp COM 594918104 7,176 30,810 SH   SOLE NONE 30,810 0 0
Mitsubishi UFJ Financial Group SPONSORED ADS 606822104 1,674 371,993 SH   SOLE NONE 371,993 0 0
Monster Beverage Corp COM 61174X109 2,685 30,871 SH   SOLE NONE 30,871 0 0
NETFLIX INC COM 64110L106 1,678 7,128 SH   SOLE NONE 7,128 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 6,193 258,360 SH   SOLE NONE 258,360 0 0
Nextera Energy Inc COM 65339F101 1,311 16,714 SH   SOLE NONE 16,714 0 0
NOMURA HLDGS INC SPONSORED ADR 65535H208 2,096 635,162 SH   SOLE NONE 635,162 0 0
NOV Inc COM 62955J103 8,020 495,668 SH   SOLE NONE 495,668 0 0
Novo-Nordisk A S ADR 670100205 1,531 15,370 SH   SOLE NONE 15,370 0 0
ORIX Corp SPONSORED ADR 686330101 284 4,012 SH   SOLE NONE 4,012 0 0
PAYPAL HLDGS INC COM 70450Y103 2,656 30,857 SH   SOLE NONE 30,857 0 0
Poshmark COM CL A 73739W104 2,299 146,698 SH   SOLE NONE 146,698 0 0
RealReal (The) COM 88339P101 576 384,000 SH   SOLE NONE 384,000 0 0
S&P Global COM 78409V104 1,496 4,900 SH   SOLE NONE 4,900 0 0
Salesforce COM 79466L302 1,750 12,167 SH   SOLE NONE 12,167 0 0
SASOL LTD SPONSORED ADR 803866300 2,050 130,166 SH   SOLE NONE 130,166 0 0
Schlumberger Limited COM STK 806857108 1,508 42,000 SH   SOLE NONE 42,000 0 0
Sony Group Corp SPONSORED ADR 835699307 839 13,100 SH   SOLE NONE 13,100 0 0
SPDR SER TR S&P BIOTECH 78464A870 4,363 55,000 SH   SOLE NONE 55,000 0 0
SPDR SER TR S&P REGL BKG 78464A698 5,005 85,000 SH   SOLE NONE 85,000 0 0
Sumitomo Mitsui Financial Group SPONSORED ADR 86562M209 4,786 870,220 SH   SOLE NONE 870,220 0 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 3,603 277,783 SH   SOLE NONE 277,783 0 0
Telefonica S A SPONSORED ADR 879382208 306 94,348 SH   SOLE NONE 94,348 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 2,292 284,059 SH   SOLE NONE 284,059 0 0
Texas Instruments COM 882508104 1,857 12,000 SH   SOLE NONE 12,000 0 0
Thermo Fisher Scientific COM 883556102 2,029 4,000 SH   SOLE NONE 4,000 0 0
TRIP COM GROUP LTD COM 89677Q107 9,212 337,315 SH   SOLE NONE 337,315 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 1,774 8,400 SH   SOLE NONE 8,400 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 6,126 254,000 SH   SOLE NONE 254,000 0 0
VISA Inc CL A 92826C839 8,978 50,540 SH   SOLE NONE 50,540 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308 2,660 131,949 SH   SOLE NONE 131,949 0 0
ZipRecruiter CL A 98980B103 12,507 758,000 SH   SOLE NONE 758,000 0 0