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
Abrdn Physical Gold Shares ETF PHYSCL SWISS GLD 00326A104 10,765 676,205 SH   SOLE   676,205 0 0
Activision Blizzard Inc Com US$0.000001 COM 00507V109 1,555 20,914 SH   SOLE   20,914 0 0
Advanced Micro Devices COM 007903107 52,145 822,993 SH   SOLE   822,993 0 0
Alibaba Group Holdings Ltd Sponsored ADR SPONSORED ADS 01609W102 9,065 113,330 SH   SOLE   113,330 0 0
Alphabet Inc US$0.001 'A' CAP STK CL A 02079K305 101,803 1,064,327 SH   SOLE   1,064,327 0 0
Alphabet Inc US$0.001 'C' CAP STK CL C 02079K107 3,601 37,450 SH   SOLE   37,450 0 0
Amazon.com Inc Com US$0.01 COM 023135106 116,853 1,034,098 SH   SOLE   1,034,098 0 0
American Express Co Com US$0.20 COM 025816109 109,887 814,523 SH   SOLE   814,523 0 0
American International Group Inc Com US$2.50 COM NEW 026874784 28,618 602,747 SH   SOLE   602,747 0 0
American Tower Corporation Com US$0.01 COM 03027X100 13,743 64,010 SH   SOLE   64,010 0 0
American Water Works Company Inc US$0.01 COM 030420103 13,648 104,856 SH   SOLE   104,856 0 0
Apple Inc Com COM 037833100 99,151 717,443 SH   SOLE   717,443 0 0
Applied Materials COM US$0.01 COM 038222105 3,982 48,600 SH   SOLE   48,600 0 0
AT&T Inc Com US$1.00 COM 00206R102 211 13,776 SH   SOLE   13,776 0 0
Avery Dennison COM 053611109 4,375 26,889 SH   SOLE   26,889 0 0
Baker Hughes Company US$0.0001 Class 'A' CL A 05722G100 4,515 215,407 SH   SOLE   215,407 0 0
Berkshire Hathaway 'B' Com US$0.1667 CL B NEW 084670702 23,453 87,831 SH   SOLE   87,831 0 0
Bristol-Myers Squibb Co Com US$0.10 COM 110122108 26,935 378,884 SH   SOLE   378,884 0 0
British American Tobacco Ord 25p ADR SPONSORED ADR 110448107 390 10,999 SH   SOLE   10,999 0 0
Cheniere Energy, Inc COM NEW 16411R208 6,568 39,589 SH   SOLE   39,589 0 0
Chevron Corporation Com US$0.75 COM 166764100 25,581 178,051 SH   SOLE   178,051 0 0
Cloudflare Inc Class A CL A COM 18915M107 4,720 85,342 SH   SOLE   85,342 0 0
CME Group Inc Com US$0.01 'A' COM 12572Q105 130,514 736,828 SH   SOLE   736,828 0 0
Coca-Cola Com US$0.25 COM 191216100 27,812 496,461 SH   SOLE   496,461 0 0
Colgate-Palmolive Co Com US$1.00 COM 194162103 1,462 20,810 SH   SOLE   20,810 0 0
Costco Wholesale Corp Com Stock US$0.005 COM 22160K105 137,904 292,002 SH   SOLE   292,002 0 0
Cummins Inc $2.50 COM 231021106 7,336 36,046 SH   SOLE   36,046 0 0
D.R. Horton Inc Com US$0.01 COM 23331A109 9,121 135,429 SH   SOLE   135,429 0 0
Dollar General CP COM US$0.875 COM 256677105 9,133 38,076 SH   SOLE   38,076 0 0
Dover Corporation US$1 COM 260003108 17,918 153,693 SH   SOLE   153,693 0 0
DuPont de Nemours Inc $0.01 COM 26614N102 73,707 1,462,432 SH   SOLE   1,462,432 0 0
Exxon Mobil Corporation Com COM 30231G102 1,951 22,340 SH   SOLE   22,340 0 0
First Trust Global Tactical Commodity Strategy ETF FST TR GLB FD 33739H101 3,346 132,050 SH   SOLE   132,050 0 0
First Trust ISE Chindia Index Fund ETF CHINA ALPHADEX 33737J141 2,212 63,385 SH   SOLE   63,385 0 0
HCA Healthcare Inc COM 40412C101 9,164 49,862 SH   SOLE   49,862 0 0
Home Depot Inc Com US$0.05 COM 437076102 63,124 228,759 SH   SOLE   228,759 0 0
Honeywell International Inc Com US$1.00 COM 438516106 29,589 177,213 SH   SOLE   177,213 0 0
Infosys Ltd ADR Each Rep 1 Ord Shares SPONSORED ADR 456788108 5,581 328,880 SH   SOLE   328,880 0 0
Intuit Inc Com US$0.01 COM 461202103 105,196 271,600 SH   SOLE   271,600 0 0
Intuitive Surgical Com US$0.001 COM NEW 46120E602 8,679 46,304 SH   SOLE   46,304 0 0
JP Morgan Chase Com US$1 (US quote) COM 46625H100 13,754 131,619 SH   SOLE   131,619 0 0
Lear Corp Com US$0.01 COM NEW 521865204 13,974 116,748 SH   SOLE   116,748 0 0
LivaNova plc Ord SHS G5509L101 2,620 51,600 SH   SOLE   51,600 0 0
Marsh & McLennan Cos Inc Com US$1.00 COM 571748102 117,987 790,319 SH   SOLE   790,319 0 0
Medtronic Plc US$0.0001 SHS G5960L103 7,368 91,240 SH   SOLE   91,240 0 0
Merck & Co Inc Com US$0.50 COM 58933Y105 1,033 12,000 SH   SOLE   12,000 0 0
Meta Platforms Inc Com CL A 30303M102 6,635 48,899 SH   SOLE   48,899 0 0
Microsoft Corporation Com US$0.00000625 COM 594918104 172,811 741,998 SH   SOLE   741,998 0 0
Netease Inc. ADR Rep. 24 Com SPONSORED ADS 64110W102 3,462 45,800 SH   SOLE   45,800 0 0
Netflix Inc US$0.001 COM 64110L106 8,661 36,787 SH   SOLE   36,787 0 0
Oaktree Speciality Lending Corporation Com US$0.01 COM 67401P108 10,577 1,762,909 SH   SOLE   1,762,909 0 0
Old Dominion Freight Line, Inc Com US$0.10 COM 679580100 13,338 53,616 SH   SOLE   53,616 0 0
O'Reilly Automotive Inc New $0.01 COM 67103H107 12,968 18,438 SH   SOLE   18,438 0 0
Pepsico Inc Cap Stock US$0.0166 COM 713448108 15,200 93,104 SH   SOLE   93,104 0 0
Pfizer Inc Com US$0.05 COM 717081103 1,953 44,636 SH   SOLE   44,636 0 0
Pinterest Inc Com US$0.00001 CL A 72352L106 3,147 135,070 SH   SOLE   135,070 0 0
Procter & Gamble Co Com COM 742718109 7,454 59,045 SH   SOLE   59,045 0 0
Qualcomm Inc Com US$0.0001 COM 747525103 109,918 972,901 SH   SOLE   972,901 0 0
S&P Global Inc COM 78409V104 5,039 16,504 SH   SOLE   16,504 0 0
Salesforce.com Inc Com US$0.001 COM 79466L302 5,146 35,775 SH   SOLE   35,775 0 0
Sea Limited ADS 'A' Shares SPONSORD ADS 81141R100 1,233 22,000 SH   SOLE   22,000 0 0
Shell Plc ADR Rep 2 Ord Shares SPON ADS 780259305 609 12,248 SH   SOLE   12,248 0 0
Snowflake Inc US$0.0001 Class 'A' CL A 833445109 4,586 26,980 SH   SOLE   26,980 0 0
SPDR Gold Trust Shares GOLD SHS 78463V107 8,794 56,855 SH   SOLE   56,855 0 0
Synopsys Inc US$0.01 COM 871607107 66,127 216,449 SH   SOLE   216,449 0 0
Taiwan Semiconductor Manufacturing ADS Rep 5 Ord TW$10 SPONSORED ADS 874039100 39,760 579,937 SH   SOLE   579,937 0 0
TE Connectivity Ltd Com CHF1.37 SHS H84989104 114,113 1,034,007 SH   SOLE   1,034,007 0 0
Thermo Fisher Scientific COM US$1 COM 883556102 40,468 79,789 SH   SOLE   79,789 0 0
T-Mobile US Inc COM 872590104 81,424 606,875 SH   SOLE   606,875 0 0
Union Pacific Corporation Com US$2.50 COM 907818108 14,237 73,079 SH   SOLE   73,079 0 0
United Health Group Com US$0.01 COM 91324P102 17,383 34,420 SH   SOLE   34,420 0 0
Upstart Holdings Inc Com US$0.0001 COM 91680M107 2,389 114,918 SH   SOLE   114,918 0 0
Valaris Ltd CL A G9460G101 6,724 137,399 SH   SOLE   137,399 0 0
Verizon Communications Com US$0.10 COM 92343V104 1,456 38,354 SH   SOLE   38,354 0 0
Visa Inc Com Stock US$0.0001 COM CL A 92826C839 142,611 802,766 SH   SOLE   802,766 0 0
Vulcan Materials Com $1 COM 929160109 28,591 181,290 SH   SOLE   181,290 0 0
W R Berkley Corp Com US$0.20 COM 084423102 1,016 15,727 SH   SOLE   15,727 0 0
Wisdom Tree EM Small Cap Dividend ETF US S CAP QTY DIV 97717X651 898 22,540 SH   SOLE   22,540 0 0
Yum China Holdings Inc. US$0.01 COM 98850P109 33,791 713,938 SH   SOLE   713,938 0 0