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
ABBOTT LABS COM 002824100   350,120 3,189 SH   SOLE   0 0 3,189
ADVANCED MICRO DEVICES INC COM 007903107   1,423,580 21,979 SH   SOLE   0 0 21,979
ALCON AG ORD SHS H01301128   13,593,747 199,061 SH   SOLE   0 0 199,061
ALIGN TECHNOLOGY INC COM 016255101   1,569,518 7,442 SH   SOLE   0 0 7,442
ALPHABET INC CAP STK CL C 02079K107   1,783,473 20,100 SH   SOLE   0 0 20,100
ALPHABET INC CAP STK CL A 02079K305   23,645,640 268,000 SH   SOLE   0 0 268,000
AMAZON COM INC COM 023135106   15,445,080 183,870 SH   SOLE   0 0 183,870
AMERICAN WTR WKS CO INC NEW COM 030420103   3,637,808 23,867 SH   SOLE   0 0 23,867
ANNALY CAPITAL MANAGEMENT IN COM NEW 035710839   247,690 11,750 SH   SOLE   0 0 11,750
APPLE INC COM 037833100   22,175,673 170,674 SH   SOLE   0 0 170,674
ARBOR REALTY TRUST INC COM 038923108   436,958 33,128 SH   SOLE   0 0 33,128
ARES CAPITAL CORP COM 04010L103   1,503,864 81,422 SH   SOLE   0 0 81,422
ASTRAZENECA PLC SPONSORED ADR 046353108   12,269,020 180,959 SH   SOLE   0 0 180,959
AUTOMATIC DATA PROCESSING IN COM 053015103   818,096 3,425 SH   SOLE   0 0 3,425
BAIDU INC SPON ADR REP A 056752108   547,194 4,784 SH   SOLE   0 0 4,784
BARRICK GOLD CORP COM 067901108   6,941,648 404,054 SH   SOLE   0 0 404,054
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   1,436,385 4,650 SH   SOLE   0 0 4,650
BHP GROUP LTD SPONSORED ADS 088606108   3,102,500 50,000 SH   SOLE   0 0 50,000
BLACKSTONE INC COM 09260D107   1,734,117 23,374 SH   SOLE   0 0 23,374
BLACKSTONE MTG TR INC COM CL A 09257W100   442,453 20,900 SH   SOLE   0 0 20,900
BOSTON SCIENTIFIC CORP COM 101137107   4,092,119 88,440 SH   SOLE   0 0 88,440
BROADCOM INC COM 11135F101   279,565 500 SH   SOLE   0 0 500
BURFORD CAP LTD ORD SHS G17977110   61,360,337 7,647,727 SH   SOLE   0 0 7,647,727
CAPITAL SOUTHWEST CORP COM 140501107   342,000 20,000 SH   SOLE   0 0 20,000
CBRE GROUP INC CL A 12504L109   872,265 11,334 SH   SOLE   0 0 11,334
CHEVRON CORP NEW COM 166764100   3,837,496 21,380 SH   SOLE   0 0 21,380
CHUBB LIMITED COM H1467J104   2,092,170 9,484 SH   SOLE   0 0 9,484
CIGNA CORP NEW COM 125523100   466,527 1,408 SH   SOLE   0 0 1,408
CISCO SYS INC COM 17275R102   3,989,945 83,752 SH   SOLE   0 0 83,752
CME GROUP INC COM 12572Q105   533,908 3,175 SH   SOLE   0 0 3,175
COLUMBIA ETF TR II INDIA CONSMR ETF 19762B707   435,149 9,589 SH   SOLE   0 0 9,589
DANAHER CORPORATION COM 235851102   1,992,243 7,506 SH   SOLE   0 0 7,506
DIAGEO PLC SPON ADR NEW 25243Q205   1,001,784 5,622 SH   SOLE   0 0 5,622
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724   864,621 25,825 SH   SOLE   0 0 25,825
EOG RES INC COM 26875P101   4,112,778 31,754 SH   SOLE   0 0 31,754
EQUINIX INC COM 29444U700   1,594,998 2,435 SH   SOLE   0 0 2,435
FASTENAL CO COM 311900104   4,375,633 92,469 SH   SOLE   0 0 92,469
FIDUS INVT CORP COM 316500107   607,285 31,912 SH   SOLE   0 0 31,912
FS KKR CAP CORP COM 302635206   227,500 13,000 SH   SOLE   0 0 13,000
GOLUB CAP BDC INC COM 38173M102   582,777 44,284 SH   SOLE   0 0 44,284
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   73,793 22,917 SH   SOLE   0 0 22,917
HDFC BANK LTD SPONSORED ADS 40415F101   2,524,603 36,904 SH   SOLE   0 0 36,904
HERCULES CAPITAL INC COM 427096508   887,736 67,151 SH   SOLE   0 0 67,151
HOME DEPOT INC COM 437076102   5,087,873 16,108 SH   SOLE   0 0 16,108
HONEYWELL INTL INC COM 438516106   980,423 4,575 SH   SOLE   0 0 4,575
INTEL CORP COM 458140100   217,387 8,225 SH   SOLE   0 0 8,225
INTERCONTINENTAL EXCHANGE IN COM 45866F104   985,377 9,605 SH   SOLE   0 0 9,605
INTUITIVE SURGICAL INC COM NEW 46120E602   290,824 1,096 SH   SOLE   0 0 1,096
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800   316,126 7,284 SH   SOLE   0 0 7,284
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357   309,479 2,191 SH   SOLE   0 0 2,191
INVESCO QQQ TR UNIT SER 1 46090E103   1,375,336 5,165 SH   SOLE   0 0 5,165
IRON MTN INC DEL COM 46284V101   324,025 6,500 SH   SOLE   0 0 6,500
ISHARES INC MSCI SWITZERLAND 464286749   21,075,821 502,643 SH   SOLE   0 0 502,643
ISHARES INC MSCI THAILND ETF 464286624   463,997 6,171 SH   SOLE   0 0 6,171
ISHARES INC MSCI AUST ETF 464286103   578,714 26,033 SH   SOLE   0 0 26,033
ISHARES INC MSCI GERMANY ETF 464286806   1,244,018 50,304 SH   SOLE   0 0 50,304
ISHARES INC MSCI FRANCE ETF 464286707   1,578,135 47,649 SH   SOLE   0 0 47,649
ISHARES INC MSCI EURZONE ETF 464286608   2,044,252 51,786 SH   SOLE   0 0 51,786
ISHARES INC MSCI JPN ETF NEW 46434G822   23,226,227 426,639 SH   SOLE   0 0 426,639
ISHARES INC MSCI TAIWAN ETF 46434G772   1,569,252 39,075 SH   SOLE   0 0 39,075
ISHARES TR MSCI CHINA A 46434V514   4,930,731 157,935 SH   SOLE   0 0 157,935
ISHARES TR S&P 100 ETF 464287101   629,062 3,688 SH   SOLE   0 0 3,688
ISHARES TR CORE US AGGBD ET 464287226   397,659 4,100 SH   SOLE   0 0 4,100
ISHARES TR MSCI PHILIPS ETF 46429B408   219,446 8,379 SH   SOLE   0 0 8,379
ISHARES TR MSCI EMG MKT ETF 464287234   6,309,971 166,490 SH   SOLE   0 0 166,490
ISHARES TR 7-10 YR TRSY BD 464287440   15,626,411 163,149 SH   SOLE   0 0 163,149
ISHARES TR MSCI UK ETF NEW 46435G334   741,573 24,187 SH   SOLE   0 0 24,187
ISHARES TR MSCI ACWI ETF 464288257   1,187,896 13,995 SH   SOLE   0 0 13,995
ISHARES TR MSCI INDONIA ETF 46429B309   784,680 35,046 SH   SOLE   0 0 35,046
ISHARES TR U.S. REAL ES ETF 464287739   1,042,946 12,388 SH   SOLE   0 0 12,388
ISHARES TR MSCI INDIA ETF 46429B598   8,066,338 193,252 SH   SOLE   0 0 193,252
ISHARES TR GLB INFRASTR ETF 464288372   619,344 13,511 SH   SOLE   0 0 13,511
JOHNSON & JOHNSON COM 478160104   655,372 3,710 SH   SOLE   0 0 3,710
JOHNSON CTLS INTL PLC SHS G51502105   2,819,776 44,059 SH   SOLE   0 0 44,059
JPMORGAN CHASE & CO COM 46625H100   13,480,671 100,527 SH   SOLE   0 0 100,527
KIMBERLY-CLARK CORP COM 494368103   397,069 2,925 SH   SOLE   0 0 2,925
LILLY ELI & CO COM 532457108   1,463,360 4,000 SH   SOLE   0 0 4,000
LINDE PLC SHS G5494J103   774,231 2,375 SH   SOLE   0 0 2,375
LOGITECH INTL S A SHS H50430232   6,477,727 105,031 SH   SOLE   0 0 105,031
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   1,310,629 15,785 SH   SOLE   0 0 15,785
MAIN STR CAP CORP COM 56035L104   610,820 16,531 SH   SOLE   0 0 16,531
MASTERCARD INCORPORATED CL A 57636Q104   4,797,631 13,797 SH   SOLE   0 0 13,797
MCDONALDS CORP COM 580135101   5,089,555 19,313 SH   SOLE   0 0 19,313
MERCK & CO INC COM 58933Y105   851,541 7,675 SH   SOLE   0 0 7,675
META PLATFORMS INC CL A 30303M102   3,243,524 26,953 SH   SOLE   0 0 26,953
MICRON TECHNOLOGY INC COM 595112103   4,558,726 91,211 SH   SOLE   0 0 91,211
MICROSOFT CORP COM 594918104   33,148,640 138,223 SH   SOLE   0 0 138,223
NEWTEK BUSINESS SVCS CORP COM NEW 652526203   667,534 41,079 SH   SOLE   0 0 41,079
NEXTERA ENERGY INC COM 65339F101   844,360 10,100 SH   SOLE   0 0 10,100
NIKE INC CL B 654106103   320,607 2,740 SH   SOLE   0 0 2,740
ORACLE CORP COM 68389X105   2,404,791 29,420 SH   SOLE   0 0 29,420
PENNANTPARK FLOATING RATE CA COM 70806A106   288,774 26,300 SH   SOLE   0 0 26,300
PEPSICO INC COM 713448108   4,367,997 24,178 SH   SOLE   0 0 24,178
PFIZER INC COM 717081103   608,475 11,875 SH   SOLE   0 0 11,875
PHILIP MORRIS INTL INC COM 718172109   2,011,751 19,877 SH   SOLE   0 0 19,877
PRUDENTIAL FINL INC COM 744320102   348,110 3,500 SH   SOLE   0 0 3,500
QUALCOMM INC COM 747525103   604,670 5,500 SH   SOLE   0 0 5,500
RAYTHEON TECHNOLOGIES CORP COM 75513E101   1,093,065 10,831 SH   SOLE   0 0 10,831
REGENERON PHARMACEUTICALS COM 75886F107   669,543 928 SH   SOLE   0 0 928
RITHM CAPITAL CORP COM NEW 64828T201   661,770 81,000 SH   SOLE   0 0 81,000
S&P GLOBAL INC COM 78409V104   1,699,151 5,073 SH   SOLE   0 0 5,073
SARATOGA INVT CORP COM NEW 80349A208   1,133,489 44,468 SH   SOLE   0 0 44,468
SCHLUMBERGER LTD COM STK 806857108   468,310 8,760 SH   SOLE   0 0 8,760
SELECT SECTOR SPDR TR ENERGY 81369Y506   272,207 3,112 SH   SOLE   0 0 3,112
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   319,437 2,567 SH   SOLE   0 0 2,567
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   18,062,208 132,957 SH   SOLE   0 0 132,957
SIXTH STREET SPECIALTY LENDI COM 83012A109   602,316 33,838 SH   SOLE   0 0 33,838
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   384,343 1,160 SH   SOLE   0 0 1,160
SPDR GOLD TR GOLD SHS 78463V107   27,520,019 162,226 SH   SOLE   0 0 162,226
SPDR INDEX SHS FDS EURO STOXX 50 78463X202   299,925 7,750 SH   SOLE   0 0 7,750
SPDR S&P 500 ETF TR TR UNIT 78462F103   1,631,829 4,267 SH   SOLE   0 0 4,267
STARWOOD PPTY TR INC COM 85571B105   540,735 29,500 SH   SOLE   0 0 29,500
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   14,110,566 189,429 SH   SOLE   0 0 189,429
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   726,764 79,689 SH   SOLE   0 0 79,689
TEXAS INSTRS INC COM 882508104   1,173,062 7,100 SH   SOLE   0 0 7,100
THERMO FISHER SCIENTIFIC INC COM 883556102   4,275,006 7,763 SH   SOLE   0 0 7,763
TJX COS INC NEW COM 872540109   3,046,770 38,276 SH   SOLE   0 0 38,276
TRIP COM GROUP LTD ADS 89677Q107   334,127 9,713 SH   SOLE   0 0 9,713
TRIPLEPOINT VENTURE GROWTH B COM 89677Y100   439,030 42,093 SH   SOLE   0 0 42,093
UBS GROUP AG SHS H42097107   13,618,025 732,295 SH   SOLE   0 0 732,295
UNITEDHEALTH GROUP INC COM 91324P102   35,339,148 66,655 SH   SOLE   0 0 66,655
VANECK ETF TRUST VANECK VIETNAM 92189F817   374,404 31,622 SH   SOLE   0 0 31,622
VANECK ETF TRUST GOLD MINERS ETF 92189F106   1,075,151 37,514 SH   SOLE   0 0 37,514
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   779,975 2,220 SH   SOLE   0 0 2,220
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775   6,547,682 130,588 SH   SOLE   0 0 130,588
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676   527,622 12,763 SH   SOLE   0 0 12,763
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874   12,331,575 222,431 SH   SOLE   0 0 222,431
VISA INC COM CL A 92826C839   23,044,947 110,921 SH   SOLE   0 0 110,921
WHEATON PRECIOUS METALS CORP COM 962879102   1,952,125 50,000 SH   SOLE   0 0 50,000
ZIMMER BIOMET HOLDINGS INC COM 98956P102   623,858 4,893 SH   SOLE   0 0 4,893
ZOETIS INC CL A 98978V103   870,947 5,943 SH   SOLE   0 0 5,943