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
YUM CHINA HOLDINGS INC COM 98850P109   23,163,649 480,850 SH   SOLE   480,850 0 0
APPLE INC COM 037833100   46,744,148 186,663 SH   SOLE   186,663 0 0
ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF MSCI AC ASIA ETF 464288182   2,989,768 41,421 SH   SOLE   41,421 0 0
ACCENTURE PLC SHS CLASS A G1151C101   298,318 848 SH   SOLE   848 0 0
ALAMOS GOLD INC COM CL A 011532108   1,252,887 67,944 SH   SOLE   67,944 0 0
AMAZON.COM INC COM 023135106   179,095,516 816,334 SH   SOLE   816,334 0 0
BROADCOM INC COM 11135F101   46,732,916 201,574 SH   SOLE   201,574 0 0
AMERICAN EXPRESS CO COM 025816109   948,541 3,196 SH   SOLE   3,196 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   5,460,222 64,397 SH   SOLE   64,397 0 0
ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ET BBRG ALL COMD K1 003261104   2,193,396 111,058 SH   SOLE   111,058 0 0
BOSTON SCIENTIFIC CORP COM 101137107   138,727,894 1,553,156 SH   SOLE   1,553,156 0 0
CARRIER GLOBAL CORP COM 14448C104   539,459 7,903 SH   SOLE   7,903 0 0
CHUBB LTD COM H1467J104   1,366,856 4,947 SH   SOLE   4,947 0 0
CROWN CASTLE INC COM 22822V101   286,257 3,154 SH   SOLE   3,154 0 0
CAMECO CORP COM 13321L108   824,141 16,037 SH   SOLE   16,037 0 0
COLGATE-PALMOLIVE CO COM 194162103   620,915 6,830 SH   SOLE   6,830 0 0
COHERENT CORP COM 19247G107   1,689,225 17,832 SH   SOLE   17,832 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   23,739,466 95,608 SH   SOLE   95,608 0 0
CAMDEN PROPERTY TRUST SH BEN INT 133131102   375,505 3,236 SH   SOLE   3,236 0 0
CROWDSTRIKE HOLDINGS INC CL A 22788C105   77,009,951 225,070 SH   SOLE   225,070 0 0
CHEVRON CORP COM 166764100   1,381,774 9,540 SH   SOLE   9,540 0 0
DATADOG INC CL A COM 23804L103   165,757,115 1,160,033 SH   SOLE   1,160,033 0 0
DIGITAL REALTY TRUST INC COM 253868103   412,647 2,327 SH   SOLE   2,327 0 0
DOVER CORP COM 260003108   597,506 3,185 SH   SOLE   3,185 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465   7,379,309 97,597 SH   SOLE   97,597 0 0
EQUINIX INC COM 29444U700   394,128 418 SH   SOLE   418 0 0
ISHARES MSCI TAIWAN ETF MSCI TAIWAN ETF 46434G772   1,725,885 33,344 SH   SOLE   33,344 0 0
ISHARES CHINA LARGE-CAP ETF CHINA LG-CAP ETF 464287184   2,316,484 76,100 SH   SOLE   76,100 0 0
GE VERNOVA INC COM 36828A101   102,901,145 312,836 SH   SOLE   312,836 0 0
SPDR GOLD SHARES GOLD SHS 78463V107   24,075,712 99,433 SH   SOLE   99,433 0 0
SPDR GOLD MINISHARES TRUST SPDR GLD MINIS 98149E303   15,711,326 302,199 SH   SOLE   302,199 0 0
ALPHABET INC CAP STK CL C 02079K107   37,165,128 195,154 SH   SOLE   195,154 0 0
ALPHABET INC CAP STK CL A 02079K305   24,290,408 128,317 SH   SOLE   128,317 0 0
GRAB HOLDINGS LTD CLASS A ORD G4124C109   54,828 11,616 SH   SOLE   11,616 0 0
HOST HOTELS & RESORTS INC COM 44107P104   386,491 22,060 SH   SOLE   22,060 0 0
INTERACTIVE BROKERS GROUP INC COM CL A 45841N107   69,057,123 390,882 SH   SOLE   390,882 0 0
ISHARES 7-10 YEAR TREASURY BOND ETF 7-10 YR TRSY BD 464287440   599,168 6,481 SH   SOLE   6,481 0 0
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598   20,579,292 390,944 SH   SOLE   390,944 0 0
INFOSYS LTD SPONSORED ADR 456788108   4,465,323 203,710 SH   SOLE   203,710 0 0
INTUIT INC COM 461202103   2,104,218 3,348 SH   SOLE   3,348 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   311,610 597 SH   SOLE   597 0 0
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200   10,541,493 17,907 SH   SOLE   17,907 0 0
JACOBS SOLUTIONS INC COM 46982L108   245,727 1,839 SH   SOLE   1,839 0 0
US GLOBAL JETS ETF US GLB JETS 26922A842   11,875,410 468,458 SH   SOLE   468,458 0 0
JPMORGAN CHASE & CO COM 46625H100   211,237,246 881,220 SH   SOLE   881,220 0 0
COCA-COLA CO/THE COM 191216100   3,187,587 51,198 SH   SOLE   51,198 0 0
LINDE PLC SHS G54950103   1,753,390 4,188 SH   SOLE   4,188 0 0
ELI LILLY & CO COM 532457108   24,087,944 31,202 SH   SOLE   31,202 0 0
SOUTHWEST AIRLINES CO COM 844741108   357,145 10,623 SH   SOLE   10,623 0 0
MASTERCARD INC CL A 57636Q104   3,460,091 6,571 SH   SOLE   6,571 0 0
MID-AMERICA APARTMENT COMMUNITIES INC COM 59522J103   753,065 4,872 SH   SOLE   4,872 0 0
MONDELEZ INTERNATIONAL INC CL A 609207105   639,828 10,712 SH   SOLE   10,712 0 0
MERCADOLIBRE INC COM 58733R102   979,453 576 SH   SOLE   576 0 0
META PLATFORMS INC CL A 30303M102   98,305,372 167,897 SH   SOLE   167,897 0 0
MORGAN STANLEY COM NEW 617446448   55,660,393 442,733 SH   SOLE   442,733 0 0
MICROSOFT CORP COM 594918104   195,839,859 464,626 SH   SOLE   464,626 0 0
NETFLIX INC COM 64110L106   217,572,103 244,101 SH   SOLE   244,101 0 0
NIKE INC CL B 654106103   18,217,780 240,753 SH   SOLE   240,753 0 0
SERVICENOW INC COM 81762P102   693,318 654 SH   SOLE   654 0 0
NATERA INC COM 632307104   75,647,771 477,876 SH   SOLE   477,876 0 0
NVIDIA CORP COM 67066G104   185,328,123 1,380,059 SH   SOLE   1,380,059 0 0
ON HOLDING AG NAMEN AKT A H5919C104   16,004,944 292,221 SH   SOLE   292,221 0 0
PROGRESSIVE CORP/THE COM 743315103   737,280 3,077 SH   SOLE   3,077 0 0
PPG INDUSTRIES INC COM 693506107   634,041 5,308 SH   SOLE   5,308 0 0
PPL CORP COM 69351T106   664,261 20,464 SH   SOLE   20,464 0 0
INVESCO QQQ TRUST SERIES 1 UNIT SER 1 46090E103   25,428,069 49,739 SH   SOLE   49,739 0 0
REDDIT INC CL A 75734B100   7,418,215 45,388 SH   SOLE   45,388 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   387,880 15,205 SH   SOLE   15,205 0 0
SEA LTD SPONSORD ADS 81141R100   45,772,389 431,408 SH   SOLE   431,408 0 0
SOUTHERN CO/THE COM 842587107   1,307,982 15,889 SH   SOLE   15,889 0 0
S&P GLOBAL INC COM 78409V104   58,902,008 118,270 SH   SOLE   118,270 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103   11,195,300 19,102 SH   SOLE   19,102 0 0
STRYKER CORP COM 863667101   1,911,505 5,309 SH   SOLE   5,309 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   2,914,016 290,820 SH   SOLE   290,820 0 0
TRIP.COM GROUP LTD ADS 89677Q107   4,594,315 66,914 SH   SOLE   66,914 0 0
TORONTO-DOMINION BANK/THE COM NEW 891160509   723,499 13,600 SH   SOLE   13,600 0 0
TRUIST FINANCIAL CORP COM 89832Q109   663,627 15,298 SH   SOLE   15,298 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   13,031,762 25,050 SH   SOLE   25,050 0 0
T-MOBILE US INC COM 872590104   7,577,661 34,330 SH   SOLE   34,330 0 0
THOMSON REUTERS CORP COM 884903808   590,451 3,679 SH   SOLE   3,679 0 0
TC ENERGY CORP COM 87807B107   1,900,426 40,800 SH   SOLE   40,800 0 0
TRAVELERS COS INC/THE COM 89417E109   691,595 2,871 SH   SOLE   2,871 0 0
TESLA INC COM 88160R101   29,769,066 73,715 SH   SOLE   73,715 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100   115,780,092 586,258 SH   SOLE   586,258 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   25,409,064 68,794 SH   SOLE   68,794 0 0
TEXTRON INC COM 883203101   611,691 7,997 SH   SOLE   7,997 0 0
UBS GROUP AG SHS H42097107   24,259,566 792,832 SH   SOLE   792,832 0 0
UNITEDHEALTH GROUP INC COM 91324P102   4,741,932 9,374 SH   SOLE   9,374 0 0
US BANCORP COM NEW 902973304   850,465 17,781 SH   SOLE   17,781 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   34,034,489 299,573 SH   SOLE   299,573 0 0
VISTRA CORP COM 92840M102   34,272,552 248,586 SH   SOLE   248,586 0 0
WALMART INC COM 931142103   208,469,253 2,307,352 SH   SOLE   2,307,352 0 0
FINANCIAL SELECT SECTOR SPDR FUND FINANCIAL 81369Y605   29,422,869 608,791 SH   SOLE   608,791 0 0
XYLEM INC/NY COM 98419M100   343,883 2,964 SH   SOLE   2,964 0 0