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
Estimated average burden
hours per response: 23.8
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   7,836,812 150,550 SH   SOLE   150,550 0 0
APPLE INC COM 037833100   32,268,159 145,267 SH   SOLE   145,267 0 0
ABBVIE INC COM 00287Y109   329,575 1,573 SH   SOLE   1,573 0 0
ADOBE INC COM 00724F101   464,455 1,211 SH   SOLE   1,211 0 0
ALAMOS GOLD INC COM CL A 011532108   20,147,868 753,473 SH   SOLE   753,473 0 0
AMERICAN INTERNATIONAL GROUP INC COM NEW 026874784   611,362 7,032 SH   SOLE   7,032 0 0
AMERIPRISE FINANCIAL INC COM 03076C106   545,592 1,127 SH   SOLE   1,127 0 0
AMAZON.COM INC COM 023135106   66,096,134 347,399 SH   SOLE   347,399 0 0
ARISTA NETWORKS INC COM SHS 040413205   49,587 640 SH   SOLE   640 0 0
BROADCOM INC COM 11135F101   13,564,174 81,014 SH   SOLE   81,014 0 0
AMERICAN EXPRESS CO COM 025816109   557,741 2,073 SH   SOLE   2,073 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   11,149,237 84,317 SH   SOLE   84,317 0 0
BANK OF AMERICA CORP COM 060505104   917,684 21,991 SH   SOLE   21,991 0 0
BLACKROCK INC COM 09290D101   325,589 344 SH   SOLE   344 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   506,034 8,297 SH   SOLE   8,297 0 0
BERKSHIRE HATHAWAY INC CL B NEW 084670702   635,368 1,193 SH   SOLE   1,193 0 0
BOSTON SCIENTIFIC CORP COM 101137107   68,482,489 678,851 SH   SOLE   678,851 0 0
CHUBB LTD COM H1467J104   1,095,620 3,628 SH   SOLE   3,628 0 0
CBRE GROUP INC CL A 12504L109   155,628 1,190 SH   SOLE   1,190 0 0
CAMECO CORP COM 13321L108   851,312 20,683 SH   SOLE   20,683 0 0
CIGNA GROUP/THE COM 125523100   234,906 714 SH   SOLE   714 0 0
CME GROUP INC COM 12572Q105   658,980 2,484 SH   SOLE   2,484 0 0
CONOCOPHILLIPS COM 20825C104   669,608 6,376 SH   SOLE   6,376 0 0
COSTCO WHOLESALE CORP COM 22160K105   1,480,146 1,565 SH   SOLE   1,565 0 0
COPART INC COM 217204106   393,187 6,948 SH   SOLE   6,948 0 0
SALESFORCE INC COM 79466L302   435,280 1,622 SH   SOLE   1,622 0 0
DATADOG INC CL A COM 23804L103   40,566,771 408,898 SH   SOLE   408,898 0 0
DELL TECHNOLOGIES INC CL C 24703L202   298,699 3,277 SH   SOLE   3,277 0 0
DICK'S SPORTING GOODS INC COM 253393102   36,283,017 180,011 SH   SOLE   180,011 0 0
CONSOLIDATED EDISON INC COM 209115104   670,950 6,067 SH   SOLE   6,067 0 0
ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465   2,252,724 27,563 SH   SOLE   27,563 0 0
EDISON INTERNATIONAL COM 281020107   329,657 5,595 SH   SOLE   5,595 0 0
EQUINIX INC COM 29444U700   163,885 201 SH   SOLE   201 0 0
ENTERGY CORP COM 29364G103   172,433 2,017 SH   SOLE   2,017 0 0
EXELON CORP COM 30161N101   149,760 3,250 SH   SOLE   3,250 0 0
FMC CORP COM NEW 302491303   2,995 71 SH   SOLE   71 0 0
LIBERTY MEDIA CORP-LIBERTY FORMULA ONE COM LBTY ONE S C 531229755   33,124 368 SH   SOLE   368 0 0
SPDR GOLD SHARES GOLD SHS 78463V107   39,843,135 138,277 SH   SOLE   138,277 0 0
SPDR GOLD MINISHARES TRUST SPDR GLD MINIS 98149E303   20,517,030 331,508 SH   SOLE   331,508 0 0
ALPHABET INC CAP STK CL C 02079K107   50,646,485 324,179 SH   SOLE   324,179 0 0
ALPHABET INC CAP STK CL A 02079K305   30,962,175 200,221 SH   SOLE   200,221 0 0
GRAB HOLDINGS LTD CLASS A ORD G4124C109   51,796 11,434 SH   SOLE   11,434 0 0
HCA HEALTHCARE INC COM 40412C101   277,477 803 SH   SOLE   803 0 0
HOME DEPOT INC/THE COM 437076102   1,099 3 SH   SOLE   3 0 0
HOST HOTELS & RESORTS INC COM 44107P104   448,411 31,556 SH   SOLE   31,556 0 0
HUBSPOT INC COM 443573100   330,777 579 SH   SOLE   579 0 0
ICICI BANK LTD ADR 45104G104   2,188,465 69,431 SH   SOLE   69,431 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   639,113 3,705 SH   SOLE   3,705 0 0
ISHARES 7-10 YEAR TREASURY BOND ETF 7-10 YR TRSY BD 464287440   618,093 6,481 SH   SOLE   6,481 0 0
ISHARES MSCI INDIA ETF MSCI INDIA ETF 46429B598   17,289,609 335,851 SH   SOLE   335,851 0 0
INFOSYS LTD SPONSORED ADR 456788108   3,462,007 189,699 SH   SOLE   189,699 0 0
INTUIT INC COM 461202103   2,054,411 3,346 SH   SOLE   3,346 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   298,648 603 SH   SOLE   603 0 0
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200   2,224,000 3,958 SH   SOLE   3,958 0 0
JPMORGAN CHASE & CO COM 46625H100   85,343,304 347,914 SH   SOLE   347,914 0 0
KIMCO REALTY CORP COM 49446R109   546,420 25,726 SH   SOLE   25,726 0 0
COCA-COLA CO/THE COM 191216100   13,257,435 185,108 SH   SOLE   185,108 0 0
LINDE PLC SHS G54950103   1,788,523 3,841 SH   SOLE   3,841 0 0
ELI LILLY & CO COM 532457108   8,126,128 9,839 SH   SOLE   9,839 0 0
LOGITECH INTERNATIONAL SA SHS H50430232   430,695 5,155 SH   SOLE   5,155 0 0
MASTERCARD INC CL A 57636Q104   12,135,925 22,141 SH   SOLE   22,141 0 0
META PLATFORMS INC CL A 30303M102   67,685,413 117,436 SH   SOLE   117,436 0 0
MAKEMYTRIP LTD SHS V5633W109   15,276,641 155,900 SH   SOLE   155,900 0 0
MONSTER BEVERAGE CORP COM 61174X109   255,908 4,373 SH   SOLE   4,373 0 0
MARATHON PETROLEUM CORP COM 56585A102   365,536 2,509 SH   SOLE   2,509 0 0
MICROSOFT CORP COM 594918104   61,086,089 162,727 SH   SOLE   162,727 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   570,029 1,302 SH   SOLE   1,302 0 0
MICRON TECHNOLOGY INC COM 595112103   684,780 7,881 SH   SOLE   7,881 0 0
NETFLIX INC COM 64110L106   167,765,877 179,904 SH   SOLE   179,904 0 0
SERVICENOW INC COM 81762P102   30,805,841 38,694 SH   SOLE   38,694 0 0
NATERA INC COM 632307104   42,979,307 303,934 SH   SOLE   303,934 0 0
NVIDIA CORP COM 67066G104   29,100,680 268,506 SH   SOLE   268,506 0 0
ON HOLDING AG NAMEN AKT A H5919C104   10,157,159 231,265 SH   SOLE   231,265 0 0
ORACLE CORP COM 68389X105   666,474 4,767 SH   SOLE   4,767 0 0
OTIS WORLDWIDE CORP COM 68902V107   664,092 6,435 SH   SOLE   6,435 0 0
PAYCHEX INC COM 704326107   581,481 3,769 SH   SOLE   3,769 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   21,216,013 179,265 SH   SOLE   179,265 0 0
PEPSICO INC COM 713448108   843,862 5,628 SH   SOLE   5,628 0 0
PROGRESSIVE CORP/THE COM 743315103   241,408 853 SH   SOLE   853 0 0
PARKER-HANNIFIN CORP COM 701094104   59,380,867 97,690 SH   SOLE   97,690 0 0
PROLOGIS INC COM 74340W103   661,685 5,919 SH   SOLE   5,919 0 0
QUALCOMM INC COM 747525103   151,152 984 SH   SOLE   984 0 0
ROBLOX CORP CL A 771049103   434,086 7,447 SH   SOLE   7,447 0 0
REDDIT INC CL A 75734B100   1,018,159 9,706 SH   SOLE   9,706 0 0
RESMED INC COM 761152107   291,900 1,304 SH   SOLE   1,304 0 0
SBA COMMUNICATIONS CORP CL A 78410G104   551,565 2,507 SH   SOLE   2,507 0 0
SEA LTD SPONSORD ADS 81141R100   101,294,298 776,261 SH   SOLE   776,261 0 0
SEI INVESTMENTS CO COM 784117103   497,996 6,415 SH   SOLE   6,415 0 0
SOUTHERN CO/THE COM 842587107   1,327,850 14,441 SH   SOLE   14,441 0 0
S&P GLOBAL INC COM 78409V104   39,490,040 77,721 SH   SOLE   77,721 0 0
SPOTIFY TECHNOLOGY SA SHS L8681T102   141,908 258 SH   SOLE   258 0 0
SPDR S&P 500 ETF TRUST TR UNIT 78462F103   1,513,150 2,705 SH   SOLE   2,705 0 0
STATE STREET CORP COM 857477103   528,585 5,904 SH   SOLE   5,904 0 0
STRYKER CORP COM 863667101   1,389,609 3,733 SH   SOLE   3,733 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   12,509,262 946,954 SH   SOLE   946,954 0 0
TRIP.COM GROUP LTD ADS 89677Q107   50,725,078 797,815 SH   SOLE   797,815 0 0
TORONTO-DOMINION BANK/THE COM NEW 891160509   347,496 5,800 SH   SOLE   5,800 0 0
TEVA PHARMACEUTICAL INDUSTRIES LTD SPONSORED ADS 881624209   1,337,636 87,029 SH   SOLE   87,029 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   9,875,867 19,847 SH   SOLE   19,847 0 0
T-MOBILE US INC COM 872590104   13,252,286 49,688 SH   SOLE   49,688 0 0
TC ENERGY CORP COM 87807B107   2,398,727 50,800 SH   SOLE   50,800 0 0
TESLA INC COM 88160R101   14,667,679 56,597 SH   SOLE   56,597 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPONSORED ADS 874039100   2,376,788 14,318 SH   SOLE   14,318 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103   242,582 720 SH   SOLE   720 0 0
UBS GROUP AG SHS H42097107   7,996,635 261,072 SH   SOLE   261,072 0 0
UBS GROUP AG SHS H42097107   26,368,619 868,241 SH   SOLE   868,241 0 0
UNIVERSAL HEALTH SERVICES INC CL B 913903100   541,340 2,881 SH   SOLE   2,881 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,129,205 2,156 SH   SOLE   2,156 0 0
VISA INC COM CL A 92826C839   1,944,703 5,549 SH   SOLE   5,549 0 0
VALERO ENERGY CORP COM 91913Y100   601,579 4,555 SH   SOLE   4,555 0 0
VERISIGN INC COM 92343E102   536,681 2,114 SH   SOLE   2,114 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   498,395 1,028 SH   SOLE   1,028 0 0
WASTE CONNECTIONS INC COM 94106B101   390,575 2,001 SH   SOLE   2,001 0 0
WEC ENERGY GROUP INC COM 92939U106   551,221 5,058 SH   SOLE   5,058 0 0
WALMART INC COM 931142103   132,107,884 1,504,817 SH   SOLE   1,504,817 0 0
W R BERKLEY CORP COM 084423102   584,722 8,217 SH   SOLE   8,217 0 0
FINANCIAL SELECT SECTOR SPDR FUND FINANCIAL 81369Y605   11,891,739 238,742 SH   SOLE   238,742 0 0