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
APPLE INC COM 037833100 2,073 11,874 SH   SOLE   11,874 0 0
AIRBNB INC COM CL A 009066101 57,911 337,164 SH   SOLE   337,164 0 0
ADVANCED MICRO DEVICES INC COM 007903107 98,589 901,675 SH   SOLE   901,675 0 0
AMAZON COM INC COM 023135106 35,762 10,970 SH   SOLE   10,970 0 0
DBX ETF TR XTRACK HRVST CSI 233051879 6,893 208,320 SH   SOLE   208,320 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 24,987 37,409 SH   SOLE   37,409 0 0
BROADCOM INC COM 11135F101 14,286 22,687 SH   SOLE   22,687 0 0
BLACKROCK INC COM 09247X101 43,827 57,352 SH   SOLE   57,352 0 0
CATERPILLAR INC COM 149123101 66,163 296,933 SH   SOLE   296,933 0 0
CONOCOPHILLIPS COM COM 20825C104 89,342 893,422 SH   SOLE   893,422 0 0
DEERE & CO COM 244199105 76,578 184,320 SH   SOLE   184,320 0 0
DOLLAR GEN CORP NEW COM 256677105 33,066 148,525 SH   SOLE   148,525 0 0
D R HORTON INC COM 23331A109 1,249 16,769 SH   SOLE   16,769 0 0
ISHARES INC MSCI AUST ETF 464286103 1,617 61,165 SH   SOLE   61,165 0 0
ISHARES INC MSCI MLY ETF NEW 46434G814 7,763 303,111 SH   SOLE   303,111 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 8,921 145,181 SH   SOLE   145,181 0 0
SPDR GOLD TR GOLD SHS 78463V107 124,481 689,072 SH   SOLE   689,072 0 0
ALPHABET INC CAP STK CL C 02079K107 49,380 17,680 SH   SOLE   17,680 0 0
ALPHABET INC CAP STK CL A 02079K305 52,406 18,842 SH   SOLE   18,842 0 0
ICICI BANK LIMITED ADR 45104G104 1,421 75,048 SH   SOLE   75,048 0 0
ISHARES TR BARCLAYS 7 10 YR 464287440 18,497 172,112 SH   SOLE   172,112 0 0
ISHARES TR 3 7 YR TREAS BD 464288661 33,955 278,206 SH   SOLE   278,206 0 0
INFOSYS LTD SPONSORED ADR 456788108 5,195 208,699 SH   SOLE   208,699 0 0
ISHARES TR GLOBAL ENERG ETF 464287341 441 12,200 SH   SOLE   12,200 0 0
JOHNSON & JOHNSON COM 478160104 43,549 245,722 SH   SOLE   245,722 0 0
JPMORGAN CHASE & CO COM 46625H100 15,608 114,494 SH   SOLE   114,494 0 0
COCA COLA CO COM 191216100 48,895 788,623 SH   SOLE   788,623 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 827 29,000 SH   SOLE   29,000 0 0
LINDE PLC SHS G5494J103 7,317 22,742 SH   SOLE   22,742 0 0
LINDE PLC SHS G5494J103 40,917 128,094 SH   SOLE   128,094 0 0
MORGAN STANLEY COM NEW 617446448 392 4,485 SH   SOLE   4,485 0 0
MSCI INC COM COM 55354G100 44,124 87,743 SH   SOLE   87,743 0 0
MICROSOFT CORP COM 594918104 102,200 331,484 SH   SOLE   331,484 0 0
MICRON TECHNOLOGY INC COM 595112103 6,546 84,046 SH   SOLE   84,046 0 0
NASDAQ INC COM 631103108 23,976 134,546 SH   SOLE   134,546 0 0
NEXTERA ENERGY INC COM 65339F101 66,543 785,544 SH   SOLE   785,544 0 0
NIO INC SPON ADS 62914V106 11,992 569,681 SH   SOLE   569,681 0 0
NIKE INC CL B 654106103 1,474 10,955 SH   SOLE   10,955 0 0
ROYAL BK CDA COM 780087102 17,252 156,559 SH   SOLE   156,559 0 0
ROYAL BK CDA COM 780087102 27,393 248,415 SH   SOLE   248,415 0 0
SCHWAB CHARLES CORP COM 808513105 44,236 524,678 SH   SOLE   524,678 0 0
SEA LTD SPONSORD ADS 81141R100 216,369 1,806,233 SH   SOLE   1,806,233 0 0
ISHARES TR 20 YR TR BD ETF 464287432 27,963 211,711 SH   SOLE   211,711 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 48,547 82,193 SH   SOLE   82,193 0 0
UBS GROUP AG SHS H42097107 1,937 98,236 SH   SOLE   98,236 0 0
UNITEDHEALTH GROUP INC COM 91324P102 53,717 105,333 SH   SOLE   105,333 0 0
ISHARES INC MSCI WORLD ETF 464286392 8,702 67,900 SH   SOLE   67,900 0 0
VISA INC COM CL A 92826C839 41,474 187,014 SH   SOLE   187,014 0 0
VANGUARD WORLD FDS CONSUM STP ETF CONSUM STP ETF 92204A207 1,388 7,083 SH   SOLE   7,083 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 42,121 551,038 SH   SOLE   551,038 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 5,464 142,600 SH   SOLE   142,600 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 8,620 54,240 SH   SOLE   54,240 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 34,045 448,611 SH   SOLE   448,611 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 10,193 136,888 SH   SOLE   136,888 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 27,064 197,565 SH   SOLE   197,565 0 0
SPDR SER TR S&P METALS MNG 78464A755 4,566 74,500 SH   SOLE   74,500 0 0
SPDR SER TR S&P PHARMAC 78464A722 2,201 48,627 SH   SOLE   48,627 0 0