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
Aberdeen Standard Physical Gold Shares ETF PHYSCL SWISS GLD 00326A104 9,914 588,355 SH   SOLE   588,355 0 0
Aberdeen Standard Physical Platinum ETF PHYSCL PLATM SHS 003260106 1,347 14,930 SH   SOLE   14,930 0 0
Activision Blizzard Inc Com US$0.000001 COM 00507V109 7,831 101,184 SH   SOLE   101,184 0 0
Alibaba Group Holdings Ltd Sponsored ADR SPONSORED ADS 01609W102 16,453 111,134 SH   SOLE   111,134 0 0
Amazon.com Inc Com US$0.01 COM 023135106 150,590 45,841 SH   SOLE   45,841 0 0
American Express Co Com US$0.20 COM 025816109 91,250 544,680 SH   SOLE   544,680 0 0
Apple Inc Com COM 037833100 92,663 654,860 SH   SOLE   654,860 0 0
AT&T Inc Com US$1.00 COM 00206R102 322 11,916 SH   SOLE   11,916 0 0
Avery Dennison COM 053611109 108,369 522,989 SH   SOLE   522,989 0 0
Berkshire Hathaway 'B' Com US$0.1667 CL B NEW 084670702 31,291 114,645 SH   SOLE   114,645 0 0
British American Tobacco Ord 25p ADR SPONSORED ADR 110448107 475 13,471 SH   SOLE   13,471 0 0
CME Group Inc Com US$0.01 'A' COM 12572Q105 126,919 656,319 SH   SOLE   656,319 0 0
Coca-Cola Com US$0.25 COM 191216100 6,473 123,360 SH   SOLE   123,360 0 0
Colgate-Palmolive Co Com US$1.00 COM 194162103 1,673 22,135 SH   SOLE   22,135 0 0
Costco Wholesale Corp Com Stock US$0.005 COM 22160K105 161,007 358,311 SH   SOLE   358,311 0 0
Exxon Mobil Corporation Com COM 30231G102 2,049 34,840 SH   SOLE   34,840 0 0
Fidelity National Information Services Inc Com US$0.01 FNF GROUP COM 31620R303 86,815 713,468 SH   SOLE   713,468 0 0
First Trust ISE Chindia Index Fund ETF CHINA ALPHADEX 33737J141 2,710 53,520 SH   SOLE   53,520 0 0
Home Depot Inc Com US$0.05 COM 437076102 141,660 431,548 SH   SOLE   431,548 0 0
Honeywell International Inc Com US$1.00 COM 438516106 89,405 421,165 SH   SOLE   421,165 0 0
Illumina Incorporated Com US$0.01 COM 452327109 34,472 84,988 SH   SOLE   84,988 0 0
Infosys Ltd ADR Each Rep 1 Ord Shares SPONSORED ADR 456788108 25,104 1,128,255 SH   SOLE   1,128,255 0 0
Intuit Inc Com US$0.01 COM 461202103 125,050 231,784 SH   SOLE   231,784 0 0
Jackson Financial Com US$0.01 COM CL A 46817M107 345 13,288 SH   SOLE   13,288 0 0
LivaNova plc Ord SHS G5509L101 5,565 70,270 SH   SOLE   70,270 0 0
Marsh & McLennan Cos Inc Com US$1.00 COM 571748102 141,175 932,279 SH   SOLE   932,279 0 0
Merck & Co Inc Com US$0.50 COM 58933Y105 1,052 14,000 SH   SOLE   14,000 0 0
Microsoft Corporation Com US$0.00000625 COM 594918104 247,085 876,435 SH   SOLE   876,435 0 0
Netease Inc. ADR Rep. 24 Com SPONSORED ADS 64110W102 3,442 40,300 SH   SOLE   40,300 0 0
Oaktree Speciality Lending Corporation Com US$0.01 COM 67401P108 10,365 1,468,182 SH   SOLE   1,468,182 0 0
Pepsico Inc Cap Stock US$0.0166 COM 713448108 17,223 114,510 SH   SOLE   114,510 0 0
Pfizer Inc Com US$0.05 COM 717081103 2,500 58,131 SH   SOLE   58,131 0 0
Pinterest Inc Com US$0.00001 CL A 72352L106 12,084 237,181 SH   SOLE   237,181 0 0
Qualcomm Inc Com US$0.0001 COM 747525103 98,952 767,187 SH   SOLE   767,187 0 0
Royal Dutch Shell plc Sponsored ADR Class 'B' 0.07 SPON ADR B 780259107 443 10,000 SH   SOLE   10,000 0 0
S&P Global Inc COM 78409V104 12,314 28,981 SH   SOLE   28,981 0 0
Salesforce.com Inc Com US$0.001 COM 79466L302 31,553 116,336 SH   SOLE   116,336 0 0
SPDR Gold Trust Shares GOLD SHS 78463V107 9,160 55,780 SH   SOLE   55,780 0 0
Starbucks Corp Com USD0.001 COM 855244109 4,125 37,392 SH   SOLE   37,392 0 0
Synopsys Inc US$0.01 COM 871607107 45,106 150,648 SH   SOLE   150,648 0 0
Taiwan Semiconductor Manufacturing ADS Rep 5 Ord TW$10 SPONSORED ADS 874039100 53,574 479,843 SH   SOLE   479,843 0 0
TE Connectivity Ltd Com1.37 REG SHS H84989104 114,877 837,171 SH   SOLE   837,171 0 0
Thermo Fisher Scientific COM US$1 COM 883556102 8,170 14,300 SH   SOLE   14,300 0 0
T-Mobile US Inc COM 872590104 9,174 71,810 SH   SOLE   71,810 0 0
Union Pacific Corporation Com US$2.50 COM 907818108 108,476 553,421 SH   SOLE   553,421 0 0
Verizon Communications Com US$0.10 COM 92343V104 2,725 50,455 SH   SOLE   50,455 0 0
Visa Inc Com Stock US$0.0001 COM CL A 92826C839 127,716 573,361 SH   SOLE   573,361 0 0
Vulcan Materials Com $1 COM 929160109 62,332 368,480 SH   SOLE   368,480 0 0
W R Berkley Corp Com US$0.20 COM 084423102 767 10,485 SH   SOLE   10,485 0 0
Walt Disney Company Com US$0.01 COM DISNEY 254687106 84,050 496,836 SH   SOLE   496,836 0 0
Wisdom Tree EM Small Cap Dividend ETF US S CAP QTY DIV 97717X651 1,100 20,560 SH   SOLE   20,560 0 0
Yum China Holdings Inc. US$0.01 COM 98850P109 5,955 102,475 SH   SOLE   102,475 0 0