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   8,206,976 42,627 SH   SOLE   42,627 0 0
ISHARES TR MSCI AC ASIA ETF 464288182   6,796,664 102,098 SH   SOLE   102,098 0 0
AIRBNB INC COM CL A 009066101   14,871,934 109,240 SH   SOLE   109,240 0 0
AMAZON.COM INC COM 023135106   108,409,190 713,500 SH   SOLE   713,500 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   20,038,917 266,670 SH   SOLE   266,670 0 0
BROADCOM INC COM 11135F101   31,247,186 27,993 SH   SOLE   27,993 0 0
CAMECO CORP COM 13321L108   7,339,154 170,282 SH   SOLE   170,282 0 0
CONOCOPHILLIPS COM 20825C104   3,575,420 30,804 SH   SOLE   30,804 0 0
D R HORTON INC COM 23331A109   18,494,750 121,692 SH   SOLE   121,692 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   20,747,451 564,096 SH   SOLE   564,096 0 0
E L F BEAUTY INC COM 26856L103   1,664,529 11,532 SH   SOLE   11,532 0 0
EATON CORP PLC SHS G29183103   17,432,719 72,389 SH   SOLE   72,389 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772   17,283,114 375,475 SH   SOLE   375,475 0 0
ISHARES INC MSCI STH KOR ETF 464286772   25,351,395 386,867 SH   SOLE   386,867 0 0
GENERAL ELECTRIC CO COM NEW 369604301   53,016,736 415,394 SH   SOLE   415,394 0 0
SPDR GOLD TR GOLD SHS 78463V107   11,056,317 57,835 SH   SOLE   57,835 0 0
ALPHABET INC CAP STK CL C 02079K107   61,660,116 437,523 SH   SOLE   437,523 0 0
ALPHABET INC CAP STK CL A 02079K305   33,167,994 237,440 SH   SOLE   237,440 0 0
GRAB HOLDINGS LTD CLASS A ORD G4124C109   58,354,418 17,315,851 SH   SOLE   17,315,851 0 0
ISHARES TR 7-10 YR TRSY BD 464287440   3,983,413 41,326 SH   SOLE   41,326 0 0
ISHARES TR MSCI INDIA ETF 46429B598   40,204,895 823,702 SH   SOLE   823,702 0 0
INTEL CORP COM 458140100   16,296,276 324,304 SH   SOLE   324,304 0 0
ISHARES TR CORE S&P 500 ETF 464287200   6,001,421 12,565 SH   SOLE   12,565 0 0
JOHNSON & JOHNSON COM 478160104   9,215,215 58,793 SH   SOLE   58,793 0 0
COCA-COLA CO COM 191216100   18,795,488 318,946 SH   SOLE   318,946 0 0
KENVUE INC COM 49177J102   2,604,054 120,950 SH   SOLE   120,950 0 0
LINDE PLC SHS G54950103   20,545,357 50,024 SH   SOLE   50,024 0 0
ELI LILLY & CO COM 532457108   29,537,722 50,672 SH   SOLE   50,672 0 0
MASTERCARD INC CL A 57636Q104   4,925,764 11,549 SH   SOLE   11,549 0 0
MCDONALDS CORP COM 580135101   22,418,528 75,608 SH   SOLE   75,608 0 0
META PLATFORMS INC CL A 30303M102   96,688,068 273,161 SH   SOLE   273,161 0 0
MARTIN MARIETTA MATLS INC COM 573284106   3,301,287 6,617 SH   SOLE   6,617 0 0
MODERNA INC COM 60770K107   9,949,973 100,050 SH   SOLE   100,050 0 0
MORGAN STANLEY COM NEW 617446448   27,728,167 297,353 SH   SOLE   297,353 0 0
MICROSOFT CORP COM 594918104   237,820,105 632,433 SH   SOLE   632,433 0 0
NEXTERA ENERGY INC COM 65339F101   12,628,453 207,910 SH   SOLE   207,910 0 0
SERVICENOW INC COM 81762P102   53,419,122 75,612 SH   SOLE   75,612 0 0
NVIDIA CORPORATION COM 67066G104   113,308,812 228,805 SH   SOLE   228,805 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   94,408,868 645,266 SH   SOLE   645,266 0 0
QUANTA SVCS INC COM 74762E102   7,394,387 34,265 SH   SOLE   34,265 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   92,084,667 224,860 SH   SOLE   224,860 0 0
ROCKWELL AUTOMATION INC COM 773903109   17,894,515 57,635 SH   SOLE   57,635 0 0
SEA LTD SPONSORD ADS 81141R100   40,085,361 989,762 SH   SOLE   989,762 0 0
S&P GLOBAL INC COM 78409V104   6,121,906 13,897 SH   SOLE   13,897 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   4,492,155 9,451 SH   SOLE   9,451 0 0
ISHARES TR 20 YR TR BD ETF 464287432   7,012,471 70,919 SH   SOLE   70,919 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   22,233,201 41,887 SH   SOLE   41,887 0 0
T-MOBILE US INC COM 872590104   15,084,007 94,081 SH   SOLE   94,081 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   30,197,747 123,812 SH   SOLE   123,812 0 0
UNITY SOFTWARE INC COM 91332U101   6,032,011 147,518 SH   SOLE   147,518 0 0
UBER TECHNOLOGIES INC COM 90353T100   7,027,723 114,142 SH   SOLE   114,142 0 0
UBS GROUP AG SHS H42097107   5,363,628 205,503 SH   SOLE   205,503 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,330,042 13,923 SH   SOLE   13,923 0 0
UNION PAC CORP COM 907818108   2,827,823 11,513 SH   SOLE   11,513 0 0
ISHARES INC MSCI WORLD ETF 464286392   3,059,460 23,000 SH   SOLE   23,000 0 0
VISA INC COM CL A 92826C839   51,986,948 199,681 SH   SOLE   199,681 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,737,918 36,184 SH   SOLE   36,184 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   19,628,872 234,123 SH   SOLE   234,123 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   12,904,010 113,203 SH   SOLE   113,203 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   13,916,304 72,300 SH   SOLE   72,300 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   393,068 5,457 SH   SOLE   5,457 0 0