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
10X GENOMICS INC CL A COM 88025U109   547 15,000 SH   SOLE NONE 15,000 0 0
ACTIVISION BLIZZARD INC COM 00507V109   6,736 88,000 SH   SOLE NONE 88,000 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   42,850 486,434 SH   SOLE NONE 486,434 0 0
AMAZON COM INC COM 023135106   2,498 29,734 SH   SOLE NONE 29,734 0 0
AMPHENOL CORP NEW CL A 032095101   4,184 54,955 SH   SOLE NONE 54,955 0 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108   5,618 93,565 SH   SOLE NONE 93,565 0 0
ARGENX SE SPONSORED ADR 04016X101   4,094 10,808 SH   SOLE NONE 10,808 0 0
BAIDU INC SPON ADR REP A 056752108   11,053 96,638 SH   SOLE NONE 96,638 0 0
BANK AMERICA CORP COM 060505104   1,954 59,004 SH   SOLE NONE 59,004 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670108   2,344 5 SH   SOLE NONE 5 0 0
BERKSHIRE HATHAWAY INC DEL CL A 084670702   3,823 12,375 SH   SOLE NONE 12,375 0 0
BHP GROUP LTD SPONSORED ADS 088606108   902 14,541 SH   SOLE NONE 14,541 0 0
BILIBILI INC SPONS ADS REP Z 090040106   1,939 81,831 SH   SOLE NONE 81,831 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106   11,664 111,600 SH   SOLE NONE 111,600 0 0
CANADIAN NATL RY CO COM 136375102   749 6,300 SH   SOLE NONE 6,300 0 0
CHEVRON CORP NEW COM 166764100   3,626 20,199 SH   SOLE NONE 20,199 0 0
CHINA EASTN AIRLS LTD SPON ADR CL H 16937R104   472 23,394 SH   SOLE NONE 23,394 0 0
COCA COLA CO COM 191216100   3,348 52,638 SH   SOLE NONE 52,638 0 0
COPART INC COM 217204106   2,856 46,900 SH   SOLE NONE 46,900 0 0
COSTCO WHSL CORP NEW COM 22160K105   3,012 6,598 SH   SOLE NONE 6,598 0 0
DEERE & CO COM 244199105   5,488 12,800 SH   SOLE NONE 12,800 0 0
DOLLAR GEN CORP NEW COM 256677105   1,680 6,824 SH   SOLE NONE 6,824 0 0
EAST WEST BANCORP INC COM 27579R104   2,800 42,492 SH   SOLE NONE 42,492 0 0
ENVESTNET INC COM 29404K106   3,615 58,591 SH   SOLE NONE 58,591 0 0
ERICSSON ADR B SEK 10 294821608   2,108 360,919 SH   SOLE NONE 360,919 0 0
FARFETCH LTD ORD SH CL A 30744W107   3,893 823,150 SH   SOLE NONE 823,150 0 0
FRESENIUS MED CARE AG&CO KGA SPONSORED ADR 358029106   1,534 93,902 SH   SOLE NONE 93,902 0 0
GITLAB INC CLASS A COM 37637K108   1,636 36,000 SH   SOLE NONE 36,000 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   2,702 63,700 SH   SOLE NONE 63,700 0 0
HESS CORP COM 42809H107   2,836 20,000 SH   SOLE NONE 20,000 0 0
HONDA MOTOR LTD AMERN SHS 438128308   4,538 198,500 SH   SOLE NONE 198,500 0 0
ICICI BANK LIMITED ADR 45104G104   6,895 315,000 SH   SOLE NONE 315,000 0 0
INFOSYS LTD SPONSORED ADR 456788108   2,792 155,000 SH   SOLE NONE 155,000 0 0
INTUIT COM 461202103   1,015 2,608 SH   SOLE NONE 2,608 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822   20,188 370,825 SH   SOLE NONE 370,825 0 0
ISHARES TR U.S. MED DVC ETF 464288810   3,680 70,000 SH   SOLE NONE 70,000 0 0
ISHARES TR 0-3 MNTH TREASRY 46436E718   13,729 137,096 SH   SOLE NONE 137,096 0 0
ISHARES TR GLOB HLTHCRE ETF 464287325   24,025 283,044 SH   SOLE NONE 283,044 0 0
JAMES HARDIE INDS PLC SPONSORED ADR 47030M106   245 13,641 SH   SOLE NONE 13,641 0 0
JD.COM INC SPON ADR CL A 47215P106   7,981 142,186 SH   SOLE NONE 142,186 0 0
KOSMOS ENERGY LTD COM 500688106   903 142,000 SH   SOLE NONE 142,000 0 0
LAUDER ESTEE COS INC CL A 518439104   2,908 11,721 SH   SOLE NONE 11,721 0 0
LI AUTO INC SPONSORED ADS 50202M102   11,081 543,193 SH   SOLE NONE 543,193 0 0
LILLY ELI & CO COM 532457108   1,280 3,500 SH   SOLE NONE 3,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104   993 2,856 SH   SOLE NONE 2,856 0 0
MEDICINOVA INC COM NEW 58468P206   137 66,716 SH   SOLE NONE 66,716 0 0
MICROSOFT CORP COM 594918104   6,865 28,627 SH   SOLE NONE 28,627 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104   9,372 1,405,060 SH   SOLE NONE 1,405,060 0 0
MIZUHO FINANCIAL GROUP INC SPONSORED ADR 60687Y109   500 176,165 SH   SOLE NONE 176,165 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   3,134 30,871 SH   SOLE NONE 30,871 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   5,297 152,120 SH   SOLE NONE 152,120 0 0
NEXTERA ENERGY INC COM 65339F101   1,397 16,714 SH   SOLE NONE 16,714 0 0
NOKIA CORP SPONSORED ADR 654902204   810 174,658 SH   SOLE NONE 174,658 0 0
NOV INC COM 62955J103   8,266 395,668 SH   SOLE NONE 395,668 0 0
ORIX CORP SPONSORED ADR 686330101   870 10,806 SH   SOLE NONE 10,806 0 0
PEABODY ENERGY CORP COM 704551100   1,136 43,000 SH   SOLE NONE 43,000 0 0
POSHMARK INC COM CL A 73739W104   2,623 146,698 SH   SOLE NONE 146,698 0 0
RAMACO RES INC COM 75134P303   1,056 120,095 SH   SOLE NONE 120,095 0 0
S&P GLOBAL INC COM 78409V104   1,976 5,900 SH   SOLE NONE 5,900 0 0
SALESFORCE INC COM 79466L302   2,606 19,658 SH   SOLE NONE 19,658 0 0
SAP SE SPON ADR 803054204   3,806 36,880 SH   SOLE NONE 36,880 0 0
SASOL LTD SPONSORED ADR 803866300   1,949 124,071 SH   SOLE NONE 124,071 0 0
SCHLUMBERGER LTD COM STK 806857108   2,780 52,000 SH   SOLE NONE 52,000 0 0
SHELL PLC SPON ADS 780259305   11,851 208,090 SH   SOLE NONE 208,090 0 0
SISECAM RESOURCES LP COM UNIT LTD 172464109   531 25,292 SH   SOLE NONE 25,292 0 0
SONY GROUP CORPORATION SPONSORED ADR 835699307   3,631 47,600 SH   SOLE NONE 47,600 0 0
SPDR GOLD TR GOLD SH 78463V107   2,884 17,000 SH   SOLE NONE 17,000 0 0
SPDR SER TR S&P BIOTECH 78464A870   6,428 77,442 SH   SOLE NONE 77,442 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102   5,517 155,116 SH   SOLE NONE 155,116 0 0
TEXAS INSTRS INC COM 882508104   3,304 20,000 SH   SOLE NONE 20,000 0 0
THE REALREAL INC COM 88339P101   480 384,000 SH   SOLE NONE 384,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,690 6,700 SH   SOLE NONE 6,700 0 0
TIDEWATER INC NEW COM 88642R109   553 15,000 SH   SOLE NONE 15,000 0 0
TRIP COM GROUP LT ADS 89677Q107   9,943 289,050 SH   SOLE NONE 289,050 0 0
UNITEDHEALTH GROUP INC COM 91324P102   3,075 5,800 SH   SOLE NONE 5,800 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607   2,098 6,900 SH   SOLE NONE 6,900 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   7,280 254,000 SH   SOLE NONE 254,000 0 0
VISA INC COM CL A 92826C839   11,260 54,195 SH   SOLE NONE 54,195 0 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 980228308   1,827 75,455 SH   SOLE NONE 75,455 0 0
WPP PLC NEW ADR 92937A102   404 8,218 SH   SOLE NONE 8,218 0 0
YUM CHINA HLDGS INC COM 98850P109   4,679 85,614 SH   SOLE NONE 85,614 0 0
ZIPRECRUITER INC CL A 98980B103   9,987 608,250 SH   SOLE NONE 608,250 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   1,841 68,500 SH   SOLE NONE 68,500 0 0