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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES ORD COM 007903107 1,887,392 8,813 SH SOLE 8,813 0 0
ALIBABA GROUP HOLDING ADR REP 8 ORD SPONSORED ADS 01609W102 8,150,727 55,606 SH SOLE 55,606 0 0
ALPHABET CL A ORD CAP STK CL A 02079K305 17,117,031 54,687 SH SOLE 54,687 0 0
AMAZON COM ORD COM 023135106 15,767,083 68,309 SH SOLE 68,309 0 0
APPLOVIN CL A ORD COM CL A 03831W108 1,591,563 2,362 SH SOLE 2,362 0 0
BAIDU ADS REP 8 CL A ORD SPON ADR REP A 056752108 2,293,867 17,556 SH SOLE 17,556 0 0
BANK OF AMERICA ORD COM 060505104 3,805,670 69,194 SH SOLE 69,194 0 0
BLACKROCK ORD COM 09290D101 1,336,855 1,249 SH SOLE 1,249 0 0
BROADCOM ORD COM 11135F101 8,192,187 23,670 SH SOLE 23,670 0 0
CAMECO ORD COM 13321L108 3,333,347 36,434 SH SOLE 36,434 0 0
CATERPILLAR ORD COM 149123101 3,403,994 5,942 SH SOLE 5,942 0 0
CITIGROUP ORD COM NEW 172967424 3,563,946 30,542 SH SOLE 30,542 0 0
CONSTELLATION ENERGY ORD COM 21037T109 1,453,706 4,115 SH SOLE 4,115 0 0
D R HORTON ORD COM 23331A109 1,760,335 12,222 SH SOLE 12,222 0 0
DEERE ORD COM 244199105 1,586,197 3,407 SH SOLE 3,407 0 0
META PLATFORMS CL A ORD CL A 30303M102 9,385,820 14,219 SH SOLE 14,219 0 0
FREEPORT MCMORAN ORD CL B 35671D857 6,478,112 127,547 SH SOLE 127,547 0 0
FUTU HOLDINGS ADR SPON ADS CL A 36118L106 1,422,059 8,660 SH SOLE 8,660 0 0
GE VERNOVA ORD COM 36828A101 1,982,278 3,033 SH SOLE 3,033 0 0
GOLDMAN SACHS GROUP ORD COM 38141G104 5,027,001 5,719 SH SOLE 5,719 0 0
ISHARES CORE MSCI EMERGING ETF CORE MSCI EMKT 46434G103 34,432,437 512,235 SH SOLE 512,235 0 0
ISHARES MSCI EMERGING MARKETS ETF MSCI EMRG CHN 46434G764 34,763,425 478,308 SH SOLE 478,308 0 0
ISHARES GOLD TR MICRO UNDIV BENF ETV SHARES REPRESENT 46436F103 38,400,646 893,246 SH SOLE 893,246 0 0
JPMORGAN CHASE ORD COM 46625H100 7,673,669 23,815 SH SOLE 23,815 0 0
LAM RESEARCH ORD COM NEW 512807306 2,184,257 12,760 SH SOLE 12,760 0 0
LENNAR CL A ORD CL A 526057104 1,510,749 14,696 SH SOLE 14,696 0 0
MP MATERIALS CL A ORD COM CL A 553368101 1,229,101 24,329 SH SOLE 24,329 0 0
MARTIN MARIETTA MATERIALS ORD COM 573284106 3,364,855 5,404 SH SOLE 5,404 0 0
MICROSOFT ORD COM 594918104 17,822,848 36,853 SH SOLE 36,853 0 0
MICRON TECHNOLOGY ORD COM 595112103 3,329,593 11,666 SH SOLE 11,666 0 0
MORGAN STANLEY ORD COM NEW 617446448 5,063,156 28,520 SH SOLE 28,520 0 0
NETEASE ADR SPONSORED ADS 64110W102 1,471,984 10,696 SH SOLE 10,696 0 0
NEXTERA ENERGY ORD COM 65339F101 1,460,454 18,192 SH SOLE 18,192 0 0
NVIDIA ORD COM 67066G104 18,689,911 100,214 SH SOLE 100,214 0 0
PDD HOLDINGS ADS SPONSORED ADS 722304102 3,980,669 35,106 SH SOLE 35,106 0 0
PULTEGROUP ORD COM 745867101 1,778,013 15,163 SH SOLE 15,163 0 0
STATE STREET SPDR S&P BIOTCH ETF STATE STREET SPD 78464A870 4,860,618 39,864 SH SOLE 39,864 0 0
SEA ADS REP CL A ORD SPONSORD ADS 81141R100 4,180,852 32,773 SH SOLE 32,773 0 0
STATE STRT HLTH CRE SLT SEC SPDR ETF STATE STREET HEA 81369Y209 3,482,071 22,494 SH SOLE 22,494 0 0
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD SPONSORED ADS 874039100 10,695,409 35,195 SH SOLE 35,195 0 0
TECK RESOURCES CL B ORD CL B 878742204 3,081,578 64,347 SH SOLE 64,347 0 0
UBER TECHNOLOGIES ORD COM 90353T100 1,834,716 22,454 SH SOLE 22,454 0 0
VANGUARD RUSSELL 2000 ETF VNG RUS2000IDX 92206C664 4,289,312 43,100 SH SOLE 43,100 0 0
VULCAN MATERIALS ORD COM 929160109 3,228,976 11,321 SH SOLE 11,321 0 0
WELLS FARGO ORD COM 949746101 2,493,007 26,749 SH SOLE 26,749 0 0
EATON ORD SHS G29183103 3,044,000 9,557 SH SOLE 9,557 0 0
NU HOLDINGS CL A ORD ORD SHS CL A G6683N103 4,718,035 281,842 SH SOLE 281,842 0 0
ASML HOLDING ADR REP ORD N Y REGISTRY SHS N07059210 2,025,245 1,893 SH SOLE 1,893 0 0