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
Abbott Laboratories Com COM 002824100 3,475 29,000 SH   SOLE   29,000 0 0
Aberdeen Standard Physical Gold Shares ETF PHYSCL SWISS GLD 00326A104 9,109 555,455 SH   SOLE   555,455 0 0
Aberdeen Standard Physical Platinum ETF PHYSCL PLATM SHS 003260106 1,611 14,475 SH   SOLE   14,475 0 0
Activision Blizzard Inc Com US$0.000001 COM 00507V109 9,653 103,795 SH   SOLE   103,795 0 0
Alibaba Group Holdings Ltd Sponsored ADR SPONSORED ADS 01609W102 43,744 192,936 SH   SOLE   192,936 0 0
Amazon.com Inc Com US$0.01 COM 023135106 140,450 45,393 SH   SOLE   45,393 0 0
American Express Co Com US$0.20 COM 025816109 83,741 592,062 SH   SOLE   592,062 0 0
American Tower Corporation Com US$0.01 COM 03027X100 4,956 20,730 SH   SOLE   20,730 0 0
Apple Inc Com COM 037833100 84,469 691,518 SH   SOLE   691,518 0 0
AT&T Inc Com US$1.00 COM 00206R102 2,721 89,896 SH   SOLE   89,896 0 0
Avery Dennison COM 053611109 106,713 581,065 SH   SOLE   581,065 0 0
Berkshire Hathaway 'B' Com US$0.1667 CL B NEW 084670702 33,515 131,189 SH   SOLE   131,189 0 0
British American Tobacco Ord 25p ADR SPONSORED ADR 110448107 3,761 97,080 SH   SOLE   97,080 0 0
Cadiz Inc Com US$0.01 COM NEW 127537207 538 56,118 SH   SOLE   56,118 0 0
CME Group Inc Com US$0.01 'A' COM 12572Q105 124,566 609,931 SH   SOLE   609,931 0 0
Coca-Cola Com US$0.25 COM 191216100 5,269 99,959 SH   SOLE   99,959 0 0
Colgate-Palmolive Co Com US$1.00 COM 194162103 1,792 22,735 SH   SOLE   22,735 0 0
Costco Wholesale Corp Com Stock US$0.005 COM 22160K105 121,344 344,258 SH   SOLE   344,258 0 0
Exxon Mobil Corporation Com COM 30231G102 2,119 37,963 SH   SOLE   37,963 0 0
Fidelity National Information Services Inc Com US$0.01 FNF GROUP COM 31620R303 88,071 626,348 SH   SOLE   626,348 0 0
First Trust ISE Chindia Index Fund ETF CHINA ALPHADEX 33737J141 2,523 41,075 SH   SOLE   41,075 0 0
Home Depot Inc Com US$0.05 COM 437076102 122,977 402,872 SH   SOLE   402,872 0 0
Honeywell International Inc Com US$1.00 COM 438516106 97,169 447,640 SH   SOLE   447,640 0 0
Illumina Incorporated Com US$0.01 COM 452327109 31,492 81,997 SH   SOLE   81,997 0 0
Infosys Ltd ADR Each Rep 1 Ord Shares SPONSORED ADR 456788108 21,555 1,151,455 SH   SOLE   1,151,455 0 0
Intuit Inc Com US$0.01 COM 461202103 100,781 263,095 SH   SOLE   263,095 0 0
iShares Trust S&P Global Energy Sector Index Fund GLOBAL ENERG ETF 464287341 471 19,100 SH   SOLE   19,100 0 0
LivaNova plc Ord 1 SHS G5509L101 5,181 70,270 SH   SOLE   70,270 0 0
Marsh & McLennan Cos Inc Com US$1.00 COM 571748102 112,013 919,649 SH   SOLE   919,649 0 0
Masimo Corporation Com US$0.001 COM 574795100 2,632 11,462 SH   SOLE   11,462 0 0
Merck & Co Inc Com US$0.50 COM 58933Y105 1,118 14,500 SH   SOLE   14,500 0 0
Microsoft Corporation Com US$0.00000625 COM 594918104 212,577 901,630 SH   SOLE   901,630 0 0
Netease Inc. ADR Rep. 24 Com SPONSORED ADS 64110W102 6,888 66,704 SH   SOLE   66,704 0 0
Oaktree Speciality Lending Corporation Com US$0.01 COM 67401P108 7,425 1,197,641 SH   SOLE   1,197,641 0 0
Pfizer Inc Com US$0.05 COM 717081103 2,507 69,206 SH   SOLE   69,206 0 0
Pinterest Inc Com US$0.00001 CL A 72352L106 16,466 222,426 SH   SOLE   222,426 0 0
Qualcomm Inc Com US$0.0001 COM 747525103 92,622 698,563 SH   SOLE   698,563 0 0
S&P Global Inc COM 78409V104 10,376 29,406 SH   SOLE   29,406 0 0
Salesforce.com Inc Com US$0.001 COM 79466L302 25,319 119,503 SH   SOLE   119,503 0 0
SPDR Gold Trust Shares GOLD SHS 78463V107 6,637 41,490 SH   SOLE   41,490 0 0
Starbucks Corp Com USD0.001 COM 855244109 2,994 27,404 SH   SOLE   27,404 0 0
Synopsys Inc US$0.01 COM 871607107 13,630 55,008 SH   SOLE   55,008 0 0
Taiwan Semiconductor Manufacturing ADS Rep 5 Ord TW$10 SPONSORED ADS 874039100 29,778 251,756 SH   SOLE   251,756 0 0
TE Connectivity Ltd Com CHF1.37 REG SHS H84989104 114,543 887,177 SH   SOLE   887,177 0 0
Thermo Fisher Scientific COM US$1 COM 883556102 7,165 15,700 SH   SOLE   15,700 0 0
Union Pacific Corporation Com US$2.50 COM 907818108 121,175 549,770 SH   SOLE   549,770 0 0
Verizon Communications Com US$0.10 COM 92343V104 3,099 53,301 SH   SOLE   53,301 0 0
Visa Inc Com Stock US$0.0001 COM CL A 92826C839 111,054 524,507 SH   SOLE   524,507 0 0
Vulcan Materials Com $1 COM 929160109 59,882 354,858 SH   SOLE   354,858 0 0
W R Berkley Corp Com US$0.20 COM 084423102 790 10,485 SH   SOLE   10,485 0 0
Walt Disney Company Com US$0.01 COM DISNEY 254687106 85,536 463,557 SH   SOLE   463,557 0 0
Wisdom Tree EM Small Cap Dividend ETF US S CAP QTY DIV 97717X651 837 16,320 SH   SOLE   16,320 0 0
Youdao Inc ADR Class 'A' SPONSORED ADS 98741T104 3,683 154,618 SH   SOLE   154,618 0 0