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
ACTIVISION BLIZZARD INC COM 00507V109   15,577,315 183,500 SH   SOLE NONE 183,500 0 0
AEGON N V NY REGISTRY SHS 007924103   121,656 28,292 SH   SOLE NONE 28,292 0 0
ALCON AG ORD ORD SHS H01301128   204,566 2,900 SH   SOLE NONE 2,900 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,719,659 36,403 SH   SOLE NONE 36,403 0 0
ALPHABET INC CAP STK CL A 02079K305   4,037,794 38,926 SH   SOLE NONE 38,926 0 0
AMAZON COM INC COM 023135106   4,439,507 42,981 SH   SOLE NONE 42,981 0 0
AMC ENTMT HLDGS INC CL A COM 00165C104   164,223 32,779 SH   SOLE NONE 32,779 0 0
AMCOR PLC ORD G0250X107   5,347,394 469,894 SH   SOLE NONE 469,894 0 0
AMPHENOL CORP NEW CL A 032095101   4,490,923 54,955 SH   SOLE NONE 54,955 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   3,556,042 53,290 SH   SOLE NONE 53,290 0 0
ARES ACQUISITION CORPORATION COM CL A G33032106   412,800 40,000 SH   SOLE NONE 40,000 0 0
ARGENX SE SPONSORED ADR 04016X101   641,955 1,723 SH   SOLE NONE 1,723 0 0
BAIDU INC SPON ADR REP A 056752108   2,491,576 16,198 SH   SOLE NONE 16,198 0 0
BANK AMERICA CORP COM 060505104   3,105,274 108,576 SH   SOLE NONE 108,576 0 0
BEIGENE LTD SPONSORED ADR 07725L102   1,531,049 7,102 SH   SOLE NONE 7,102 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,328,000 5 SH   SOLE NONE 5 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   4,253,307 13,775 SH   SOLE NONE 13,775 0 0
BHP GROUP LTD SPONSORED ADS 088606108   14,961,780 235,953 SH   SOLE NONE 235,953 0 0
BILIBILI INC SPONS ADS REP Z 090040106   543,401 21,710 SH   SOLE NONE 21,710 0 0
BIO RAD LABS INC CL A 090572207   910,138 1,900 SH   SOLE NONE 1,900 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   10,344,204 111,600 SH   SOLE NONE 111,600 0 0
CANADIAN NATL RY CO COM 136375102   561,773 4,762 SH   SOLE NONE 4,762 0 0
CANON INC SPONSORED ADR 138006309   672,325 31,083 SH   SOLE NONE 31,083 0 0
CHEVRON CORP NEW COM 166764100   3,286,206 20,141 SH   SOLE NONE 20,141 0 0
CHEWY INC CL A 16679L109   560,700 15,000 SH   SOLE NONE 15,000 0 0
CNH INDL N V SHS N20944109   4,538,626 297,225 SH   SOLE NONE 297,225 0 0
COPART INC COM 217204106   702,616 9,562 SH   SOLE NONE 9,562 0 0
COSTCO WHSL CORP NEW COM 22160K105   4,023,653 8,098 SH   SOLE NONE 8,098 0 0
DANAHER CORPORATION COM 235851102   1,260,200 5,000 SH   SOLE NONE 5,000 0 0
DEERE & CO COM 244199105   6,317,064 15,300 SH   SOLE NONE 15,300 0 0
EAST WEST BANCORP INC COM 27579R104   2,357,456 42,492 SH   SOLE NONE 42,492 0 0
ELBIT SYS LTD ORD M3760D101   534,119 3,138 SH   SOLE NONE 3,138 0 0
FARFETCH LTD ORD SH CL A 30744W107   5,507,675 1,121,726 SH   SOLE NONE 1,121,726 0 0
FERRARI N V COM N3167Y103   1,511,845 5,580 SH   SOLE NONE 5,580 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   4,485,605 210,988 SH   SOLE NONE 210,988 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   2,530,109 135,590 SH   SOLE NONE 135,590 0 0
GENMAB A/S SPONSORED ADS 372303206   4,177,880 110,643 SH   SOLE NONE 110,643 0 0
GILAT SATELLITE NETWORKS LTD SHS NEW M51474118   307,112 61,056 SH   SOLE NONE 61,056 0 0
GLOBAL X FDS MSCI PAKISTAN 37954Y335   127,200 10,000 SH   SOLE NONE 10,000 0 0
GLOBANT S A COM L44385109   2,640,561 16,100 SH   SOLE NONE 16,100 0 0
GOLDEN OCEAN GROUP LTD SHS NEW G39637205   798,336 83,947 SH   SOLE NONE 83,947 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   1,765,962 36,210 SH   SOLE NONE 36,210 0 0
HESS CORP COM 42809H107   2,646,800 20,000 SH   SOLE NONE 20,000 0 0
ICICI BANK LIMITED ADR 45104G104   6,366,100 295,000 SH   SOLE NONE 295,000 0 0
IRSA INVERSIONES Y REP S A GLOBL DEP RCPT 450047204   443,849 76,394 SH   SOLE NONE 76,394 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   17,655,419 300,825 SH   SOLE NONE 300,825 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   17,708,517 176,064 SH   SOLE NONE 176,064 0 0
JAMES HARDIE INDS PLC SPONSORED ADR 47030M106   374,329 17,290 SH   SOLE NONE 17,290 0 0
KE HLDGS INC SPONSORED ADS 482497104   355,454 18,867 SH   SOLE NONE 18,867 0 0
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   330,410 18,006 SH   SOLE NONE 18,006 0 0
KOSMOS ENERGY LTD COM 500688106   1,130,880 152,000 SH   SOLE NONE 152,000 0 0
LAUDER ESTEE COS INC CL A 518439104   3,381,678 13,721 SH   SOLE NONE 13,721 0 0
LI AUTO INC SPONSORED ADS 50202M102   2,725,432 109,192 SH   SOLE NONE 109,192 0 0
MASTERCARD INCORPORATED CL A 57636Q104   572,734 1,576 SH   SOLE NONE 1,576 0 0
MEDICINOVA INC COM NEW 58468P206   54,819 25,379 SH   SOLE NONE 25,379 0 0
MICROSOFT CORP COM 594918104   7,809,759 27,089 SH   SOLE NONE 27,089 0 0
MILLICOM INTL CELLULAR S A COM STK L6388F110   249,139 13,168 SH   SOLE NONE 13,168 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   5,218,636 816,688 SH   SOLE NONE 816,688 0 0
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109   390,195 138,367 SH   SOLE NONE 138,367 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   1,620,419 30,871 SH   SOLE NONE 30,871 0 0
NEXTERA ENERGY INC COM 65339F101   1,300,879 16,877 SH   SOLE NONE 16,877 0 0
NOBLE CORP PLC ORD SHS A G65431127   552,580 14,000 SH   SOLE NONE 14,000 0 0
NOKIA CORP SPONSORED ADR 654902204   3,373,931 687,155 SH   SOLE NONE 687,155 0 0
NOMURA HLDGS INC SPONSORED ADR 65535H208   2,550,408 671,160 SH   SOLE NONE 671,160 0 0
NOV INC COM 62955J103   7,323,815 395,668 SH   SOLE NONE 395,668 0 0
NOVO-NORDISK A S ADR 670100205   1,350,144 8,484 SH   SOLE NONE 8,484 0 0
ORIX CORP SPONSORED ADR 686330101   933,824 11,377 SH   SOLE NONE 11,377 0 0
PAYPAL HLDGS INC COM 70450Y103   2,111,132 27,800 SH   SOLE NONE 27,800 0 0
PEABODY ENERGY CORP COM 704551100   1,561,600 61,000 SH   SOLE NONE 61,000 0 0
PROPETRO HLDG CORP COM 74347M108   977,840 136,000 SH   SOLE NONE 136,000 0 0
QIAGEN NV SHS NEW N72482123   208,476 4,539 SH   SOLE NONE 4,539 0 0
RAMACO RES INC COM 75134P303   1,052,032 120,095 SH   SOLE NONE 120,095 0 0
S&P GLOBAL INC COM 78409V104   3,137,407 9,100 SH   SOLE NONE 9,100 0 0
SALESFORCE INC COM 79466L302   1,227,249 6,143 SH   SOLE NONE 6,143 0 0
SAP SE SPON ADR 803054204   2,136,164 16,880 SH   SOLE NONE 16,880 0 0
SASOL LTD SPONSORED ADR 803866300   416,666 30,525 SH   SOLE NONE 30,525 0 0
SBA COMMUNICATIONS CORP NEW CL A 78410G104   1,200,922 4,600 SH   SOLE NONE 4,600 0 0
SCHLUMBERGER LTD COM STK 806857108   2,774,150 56,500 SH   SOLE NONE 56,500 0 0
SHELL PLC SPON ADS 780259305   1,647,255 28,628 SH   SOLE NONE 28,628 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   3,570,522 39,388 SH   SOLE NONE 39,388 0 0
SPDR GOLD TR GOLD SH 78463V107   7,625,067 41,617 SH   SOLE NONE 41,617 0 0
SPDR SER TR S&P BIOTECH 78464A870   3,360,785 44,099 SH   SOLE NONE 44,099 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   2,472,308 46,220 SH   SOLE NONE 46,220 0 0
SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209   3,867,240 483,405 SH   SOLE NONE 483,405 0 0
TENARIS S A SPONSORED ADS 88031M109   813,897 28,448 SH   SOLE NONE 28,448 0 0
TEXAS INSTRS INC COM 882508104   4,329,640 23,500 SH   SOLE NONE 23,500 0 0
THE REALREAL INC COM 88339P101   771,720 654,000 SH   SOLE NONE 654,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   5,384,955 9,700 SH   SOLE NONE 9,700 0 0
TIDEWATER INC NEW COM 88642R109   687,000 15,000 SH   SOLE NONE 15,000 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274   2,000,082 47,094 SH   SOLE NONE 47,094 0 0
TOYOTA MOTOR CORP ADS 892331307   5,108,151 36,573 SH   SOLE NONE 36,573 0 0
TRIP COM GROUP LT ADS 89677Q107   10,201,860 270,750 SH   SOLE NONE 270,750 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,261,351 73,254 SH   SOLE NONE 73,254 0 0
UNITEDHEALTH GROUP INC COM 91324P102   2,846,199 6,100 SH   SOLE NONE 6,100 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   3,691,879 114,123 SH   SOLE NONE 114,123 0 0
VISA INC COM CL A 92826C839   13,590,485 60,862 SH   SOLE NONE 60,862 0 0
VMWARE INC CL A COM 928563402   664,092 5,400 SH   SOLE NONE 5,400 0 0
WASTE CONNECTIONS INC COM 94106B101   764,169 5,616 SH   SOLE NONE 5,616 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   1,617,728 71,486 SH   SOLE NONE 71,486 0 0
WPP PLC NEW ADR 92937A102   479,767 8,218 SH   SOLE NONE 8,218 0 0
XPENG INC ADS 98422D105   3,465,543 309,700 SH   SOLE NONE 309,700 0 0
YPF SOCIEDAD ANONIMA SPON ADR CL D 984245100   315,866 28,127 SH   SOLE NONE 28,127 0 0
ZIPRECRUITER INC CL A 98980B103   5,653,556 367,114 SH   SOLE NONE 367,114 0 0
ZOETIS INC CL A 98978V103   5,004,560 30,767 SH   SOLE NONE 30,767 0 0