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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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
APPLE INC COM 037833100   3,560,602 27,404 SH   SOLE   27,404 0 0
ISHARES TR MSCI AC ASIA ETF 464288182   29,673,820 458,000 SH   SOLE   458,000 0 0
AIRBNB INC COM CL A 009066101   26,167,874 306,057 SH   SOLE   306,057 0 0
AFLAC INC COM 001055102   820,548 11,406 SH   SOLE   11,406 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   534,950 2,251 SH   SOLE   2,251 0 0
ADVANCED MICRO DEVICES INC COM 007903107   33,024,798 509,878 SH   SOLE   509,878 0 0
AON PLC SHS CL A G0403H108   1,066,998 3,555 SH   SOLE   3,555 0 0
BROADCOM INC COM 11135F101   5,700,889 10,196 SH   SOLE   10,196 0 0
BANK AMERICA CORP COM 060505104   15,254,244 460,575 SH   SOLE   460,575 0 0
CARDINAL HEALTH INC COM 14149Y108   390,269 5,077 SH   SOLE   5,077 0 0
CAMECO CORP COM 13321L108   1,757,106 77,508 SH   SOLE   77,508 0 0
CONOCOPHILLIPS COM 20825C104   12,399,440 105,080 SH   SOLE   105,080 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,746,113 3,825 SH   SOLE   3,825 0 0
CROCS INC COM 227046109   46,028,752 424,502 SH   SOLE   424,502 0 0
DEERE & CO COM 244199105   56,397,804 131,537 SH   SOLE   131,537 0 0
DOLLAR GEN CORP NEW COM 256677105   18,115,628 73,566 SH   SOLE   73,566 0 0
EDISON INTL COM 281020107   452,020 7,105 SH   SOLE   7,105 0 0
ENPHASE ENERGY INC COM 29355A107   666,639 2,516 SH   SOLE   2,516 0 0
EQT CORP COM 26884L109   209,712 6,199 SH   SOLE   6,199 0 0
ISHARES INC MSCI HONG KG ETF 464286871   1,932,920 92,000 SH   SOLE   92,000 0 0
ISHARES INC MSCI JPN ETF 46434G822   13,395,670 246,063 SH   SOLE   246,063 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   4,269,450 106,311 SH   SOLE   106,311 0 0
ISHARES TR MSCI UK ETF NEW 46435G334   5,555,592 181,200 SH   SOLE   181,200 0 0
ISHARES INC MSCI STH KOR ETF 464286772   5,136,856 90,950 SH   SOLE   90,950 0 0
ISHARES INC MSCI EURZONE ETF 464286608   8,747,660 221,600 SH   SOLE   221,600 0 0
FREEPORT-MCMORAN INC CL B 35671D857   2,620,670 68,965 SH   SOLE   68,965 0 0
SPDR GOLD TR GOLD SHS 78463V107   105,523,375 622,043 SH   SOLE   622,043 0 0
WORLD GOLD TR SPDR GLD MINIS 98149E303   11,870,320 328,000 SH   SOLE   328,000 0 0
ALPHABET INC CAP STK CL C 02079K107   5,092,836 57,397 SH   SOLE   57,397 0 0
ALPHABET INC CAP STK CL A 02079K305   8,000,520 90,678 SH   SOLE   90,678 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   9,148,989 2,841,301 SH   SOLE   2,841,301 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   1,037,848 15,171 SH   SOLE   15,171 0 0
HOST HOTELS & RESORTS INC COM 44107P104   213,834 13,323 SH   SOLE   13,323 0 0
ICICI BANK LIMITED ADR 45104G104   1,250,882 57,144 SH   SOLE   57,144 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   6,126,568 63,965 SH   SOLE   63,965 0 0
ISHARES TR 3 7 YR TREAS BD 464288661   51,089,055 444,678 SH   SOLE   444,678 0 0
ISHARES TR MSCI INDIA ETF 46429B598   16,054,832 384,639 SH   SOLE   384,639 0 0
INFOSYS LTD SPONSORED ADR 456788108   673,646 37,404 SH   SOLE   37,404 0 0
ISHARES TR CORE S&P500 ETF 464287200   1,718,187 4,472 SH   SOLE   4,472 0 0
HENRY JACK & ASSOC INC COM 426281101   238,410 1,358 SH   SOLE   1,358 0 0
JOHNSON & JOHNSON COM 478160104   10,314,417 58,389 SH   SOLE   58,389 0 0
JPMORGAN CHASE & CO COM 46625H100   27,681,324 206,423 SH   SOLE   206,423 0 0
COCA COLA CO COM 191216100   60,162,910 945,809 SH   SOLE   945,809 0 0
LINDE PLC SHS G5494J103   48,443,242 148,517 SH   SOLE   148,517 0 0
LILLY ELI & CO COM 532457108   39,735,712 108,615 SH   SOLE   108,615 0 0
CHENIERE ENERGY INC COM NEW 16411R208   639,279 4,263 SH   SOLE   4,263 0 0
LPL FINL HLDGS INC COM 50212V100   322,093 1,490 SH   SOLE   1,490 0 0
LAS VEGAS SANDS CORP COM 517834107   308,081 6,409 SH   SOLE   6,409 0 0
MCDONALDS CORP COM 580135101   950,553 3,607 SH   SOLE   3,607 0 0
ISHARES TR MSCI CHINA ETF 46429B671   25,991,193 547,183 SH   SOLE   547,183 0 0
MCKESSON CORP COM 58155Q103   978,313 2,608 SH   SOLE   2,608 0 0
MODERNA INC COM 60770K107   749,734 4,174 SH   SOLE   4,174 0 0
MORGAN STANLEY COM NEW 617446448   9,875,838 116,159 SH   SOLE   116,159 0 0
MSCI INC COM 55354G100   875,450 1,882 SH   SOLE   1,882 0 0
MICROSOFT CORP COM 594918104   62,341,449 259,951 SH   SOLE   259,951 0 0
NEXTERA ENERGY INC COM 65339F101   33,390,592 399,409 SH   SOLE   399,409 0 0
NIO INC SPON ADS 62914V106   300,368 30,807 SH   SOLE   30,807 0 0
NORTHROP GRUMMAN CORP COM 666807102   40,548,098 74,317 SH   SOLE   74,317 0 0
SERVICENOW INC COM 81762P102   5,512,657 14,198 SH   SOLE   14,198 0 0
NUCOR CORP COM 670346105   653,646 4,959 SH   SOLE   4,959 0 0
ONEOK INC NEW COM 682680103   546,887 8,324 SH   SOLE   8,324 0 0
PINDUODUO INC SPONSORED ADS 722304102   147,125,904 1,804,119 SH   SOLE   1,804,119 0 0
RAYMOND JAMES FINL INC COM 754730109   387,118 3,623 SH   SOLE   3,623 0 0
SCHWAB CHARLES CORP COM 808513105   36,756,293 441,464 SH   SOLE   441,464 0 0
SEA LTD SPONSORD ADS 81141R100   69,153,385 1,329,106 SH   SOLE   1,329,106 0 0
SEMPRA COM 816851109   905,295 5,858 SH   SOLE   5,858 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   25,035,469 45,462 SH   SOLE   45,462 0 0
T-MOBILE US INC COM 872590104   52,462,200 374,730 SH   SOLE   374,730 0 0
TORM PLC SHS CL A G89479102   6,230,245 213,584 SH   SOLE   213,584 0 0
TESLA INC COM 88160R101   3,152,053 25,589 SH   SOLE   25,589 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   9,236,834 124,001 SH   SOLE   124,001 0 0
UNITEDHEALTH GROUP INC COM 91324P102   42,090,460 79,389 SH   SOLE   79,389 0 0
VISA INC COM CL A 92826C839   49,367,516 237,618 SH   SOLE   237,618 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   5,773,020 66,000 SH   SOLE   66,000 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209   11,082,915 81,582 SH   SOLE   81,582 0 0