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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
APPLE INC COM 037833100   6,528,226 39,589 SH   SOLE   39,589 0 0
ISHARES TR MSCI AC ASIA ETF 464288182   25,593,777 377,100 SH   SOLE   377,100 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   12,980,803 33,684 SH   SOLE   33,684 0 0
APPLIED MATLS INC COM 038222105   10,701,072 87,121 SH   SOLE   87,121 0 0
ADVANCED MICRO DEVICES INC COM 007903107   55,837,277 569,710 SH   SOLE   569,710 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   43,264,111 1,467,575 SH   SOLE   1,467,575 0 0
BROADCOM INC COM 11135F101   10,577,070 16,487 SH   SOLE   16,487 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   13,028,319 284,772 SH   SOLE   284,772 0 0
CAMECO CORP COM 13321L108   2,179,150 83,269 SH   SOLE   83,269 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,998,411 4,022 SH   SOLE   4,022 0 0
COUPANG INC CL A 22266T109   23,704,480 1,481,530 SH   SOLE   1,481,530 0 0
CROCS INC COM 227046109   46,388,307 366,880 SH   SOLE   366,880 0 0
DEERE & CO COM 244199105   10,716,300 25,955 SH   SOLE   25,955 0 0
DOLLAR GEN CORP NEW COM 256677105   841,209 3,997 SH   SOLE   3,997 0 0
ISHARES INC MSCI PAC JP ETF 464286665   10,947,500 250,000 SH   SOLE   250,000 0 0
EATON CORP PLC SHS G29183103   2,292,872 13,382 SH   SOLE   13,382 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   24,359,798 537,388 SH   SOLE   537,388 0 0
ISHARES INC MSCI STH KOR ETF 464286772   23,606,861 385,607 SH   SOLE   385,607 0 0
ISHARES INC MSCI EURZONE ETF 464286608   3,155,600 70,000 SH   SOLE   70,000 0 0
FREEPORT-MCMORAN INC CL B 35671D857   607,554 14,851 SH   SOLE   14,851 0 0
SPDR GOLD TR GOLD SHS 78463V107   87,342,623 476,709 SH   SOLE   476,709 0 0
ALPHABET INC CAP STK CL C 02079K107   6,424,184 61,771 SH   SOLE   61,771 0 0
ALPHABET INC CAP STK CL A 02079K305   4,888,484 47,127 SH   SOLE   47,127 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   66,964,253 22,247,260 SH   SOLE   22,247,260 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   618,431 9,276 SH   SOLE   9,276 0 0
ICICI BANK LIMITED ADR 45104G104   453,180 21,000 SH   SOLE   21,000 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   2,891,330 29,170 SH   SOLE   29,170 0 0
ISHARES TR 3 7 YR TREAS BD 464288661   54,014,997 459,116 SH   SOLE   459,116 0 0
INFOSYS LTD SPONSORED ADR 456788108   637,606 36,560 SH   SOLE   36,560 0 0
JOHNSON & JOHNSON COM 478160104   21,368,920 137,864 SH   SOLE   137,864 0 0
JPMORGAN CHASE & CO COM 46625H100   5,792,670 44,453 SH   SOLE   44,453 0 0
COCA COLA CO COM 191216100   37,265,329 600,763 SH   SOLE   600,763 0 0
LINDE PLC SHS G5494J103   35,029,678 98,553 SH   SOLE   98,553 0 0
LILLY ELI & CO COM 532457108   23,670,910 68,927 SH   SOLE   68,927 0 0
MCDONALDS CORP COM 580135101   24,545,564 87,785 SH   SOLE   87,785 0 0
ISHARES TR MSCI CHINA ETF 46429B671   2,394,720 48,000 SH   SOLE   48,000 0 0
META PLATFORMS IN CL A 30303M102   55,934,781 263,918 SH   SOLE   263,918 0 0
MICROSOFT CORP COM 594918104   88,855,790 308,206 SH   SOLE   308,206 0 0
NEXTERA ENERGY INC COM 65339F101   1,961,146 25,443 SH   SOLE   25,443 0 0
NIO INC SPON ADS 62914V106   112,299 10,685 SH   SOLE   10,685 0 0
NORTHROP GRUMMAN CORP COM 666807102   30,476,752 66,007 SH   SOLE   66,007 0 0
SERVICENOW INC COM 81762P102   2,225,544 4,789 SH   SOLE   4,789 0 0
NVIDIA CORPORATION COM 67066G104   36,784,526 132,428 SH   SOLE   132,428 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   5,681,165 20,500 SH   SOLE   20,500 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   13,212,688 41,170 SH   SOLE   41,170 0 0
SEA LTD SPONSORD ADS 81141R100   111,406,035 1,287,187 SH   SOLE   1,287,187 0 0
SCHLUMBERGER LTD COM STK 806857108   21,344,457 434,714 SH   SOLE   434,714 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   6,448,155 24,500 SH   SOLE   24,500 0 0
S&P GLOBAL INC COM 78409V104   32,622,137 94,620 SH   SOLE   94,620 0 0
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431   16,582,320 194,400 SH   SOLE   194,400 0 0
ISHARES TR 20 YR TR BD ETF 464287432   563,761 5,300 SH   SOLE   5,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   27,250,197 47,279 SH   SOLE   47,279 0 0
T-MOBILE US INC COM 872590104   26,516,004 183,071 SH   SOLE   183,071 0 0
TESLA INC COM 88160R101   11,578,965 55,813 SH   SOLE   55,813 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   14,437,076 155,204 SH   SOLE   155,204 0 0
UNITEDHEALTH GROUP INC COM 91324P102   20,926,285 44,280 SH   SOLE   44,280 0 0
UNION PAC CORP COM 907818108   1,179,182 5,859 SH   SOLE   5,859 0 0
VISA INC COM CL A 92826C839   50,158,988 222,474 SH   SOLE   222,474 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   18,873,395 227,857 SH   SOLE   227,857 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   2,491,665 16,500 SH   SOLE   16,500 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   1,867,750 25,000 SH   SOLE   25,000 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886   2,944,515 43,500 SH   SOLE   43,500 0 0
SPDR SER TR S&P METALS MNG 78464A755   8,399,280 158,000 SH   SOLE   158,000 0 0