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
ADOBE INC COM 00724F101 2,605,987 5,033 SH SOLE 5,033 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,474,133 27,268 SH SOLE 27,268 0 0
ALCON AG ORD SHS H01301128 22,735,136 227,445 SH SOLE 227,445 0 0
ALIGN TECHNOLOGY INC COM 016255101 2,070,928 8,143 SH SOLE 8,143 0 0
ALPHABET INC CAP STK CL A 02079K305 25,654,839 154,687 SH SOLE 154,687 0 0
ALPHABET INC CAP STK CL C 02079K107 5,335,367 31,912 SH SOLE 31,912 0 0
AMAZON COM INC COM 023135106 29,159,154 156,492 SH SOLE 156,492 0 0
AMETEK INC COM 031100100 291,907 1,700 SH SOLE 1,700 0 0
APPLE INC COM 037833100 13,987,223 60,031 SH SOLE 60,031 0 0
APPLIED MATLS INC COM 038222105 812,393 4,033 SH SOLE 4,033 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 4,940,339 5,929 SH SOLE 5,929 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 2,370,412 30,425 SH SOLE 30,425 0 0
AUTOMATIC DATA PROCESSING IN COM 053015103 4,025,038 14,545 SH SOLE 14,545 0 0
AUTONATION INC COM 05329W102 236,174 1,320 SH SOLE 1,320 0 0
BAIDU INC SPON ADR REP A 056752108 379,570 3,605 SH SOLE 3,605 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 13,194,734 28,668 SH SOLE 28,668 0 0
BLACKROCK INC COM 09247X101 721,628 760 SH SOLE 760 0 0
BLACKSTONE INC COM 09260D107 1,347,544 8,800 SH SOLE 8,800 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,393,102 76,290 SH SOLE 76,290 0 0
BROADCOM INC COM 11135F101 2,242,500 13,000 SH SOLE 13,000 0 0
BROWN & BROWN INC COM 115236101 9,343,166 90,185 SH SOLE 90,185 0 0
BURFORD CAP LTD ORD SHS G17977110 101,505,667 7,647,727 SH SOLE 7,647,727 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108 26,866,690 313,041 SH SOLE 313,041 0 0
CARLYLE GROUP INC COM 14316J108 256,207 5,950 SH SOLE 5,950 0 0
CBRE GROUP INC CL A 12504L109 484,601 3,893 SH SOLE 3,893 0 0
CHEVRON CORP NEW COM 166764100 242,259 1,645 SH SOLE 1,645 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105 1,498,120 26,000 SH SOLE 26,000 0 0
CHUBB LIMITED COM H1467J104 3,053,473 10,588 SH SOLE 10,588 0 0
CINTAS CORP COM 172908105 366,466 1,780 SH SOLE 1,780 0 0
CISCO SYS INC COM 17275R102 379,420 7,151 SH SOLE 7,151 0 0
CME GROUP INC COM 12572Q105 3,580,708 16,228 SH SOLE 16,228 0 0
COLUMBIA ETF TR II INDIA CONSMR ETF 19762B707 552,655 7,182 SH SOLE 7,182 0 0
COSTCO WHSL CORP NEW COM 22160K105 564,713 637 SH SOLE 637 0 0
DANAHER CORPORATION COM 235851102 2,061,240 7,414 SH SOLE 7,414 0 0
DEERE & CO COM 244199105 208,665 500 SH SOLE 500 0 0
DIAGEO PLC SPON ADR NEW 25243Q205 231,982 1,653 SH SOLE 1,653 0 0
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 1,076,644 25,825 SH SOLE 25,825 0 0
ELI LILLY & CO COM 532457108 6,242,333 7,046 SH SOLE 7,046 0 0
FASTENAL CO COM 311900104 5,398,638 75,590 SH SOLE 75,590 0 0
FIRST TR EXCHANGE-TRADED FD RBA INDL ETF 33738R704 12,407,615 166,166 SH SOLE 166,166 0 0
GE AEROSPACE COM NEW 369604301 6,350,243 33,674 SH SOLE 33,674 0 0
HARBOR ETF TRUST SCIENTIFIC HIGH 41151J109 18,587,854 398,316 SH SOLE 398,316 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 529,508 8,464 SH SOLE 8,464 0 0
HESS CORP COM 42809H107 10,854,358 79,929 SH SOLE 79,929 0 0
HOME DEPOT INC COM 437076102 5,438,594 13,422 SH SOLE 13,422 0 0
HONEYWELL INTL INC COM 438516106 738,988 3,575 SH SOLE 3,575 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 1,174,760 7,313 SH SOLE 7,313 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 343,646 3,275 SH SOLE 3,275 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 515,342 1,049 SH SOLE 1,049 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1,019,420 5,690 SH SOLE 5,690 0 0
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 225,308 5,462 SH SOLE 5,462 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 1,877,117 3,846 SH SOLE 3,846 0 0
ISHARES INC JP MORGAN EM ETF 464286517 1,038,958 27,014 SH SOLE 27,014 0 0
ISHARES INC MSCI AUST ETF 464286103 318,299 11,741 SH SOLE 11,741 0 0
ISHARES INC MSCI CDA ETF 464286509 438,161 10,553 SH SOLE 10,553 0 0
ISHARES INC MSCI EURZONE ETF 464286608 2,988,757 57,223 SH SOLE 57,223 0 0
ISHARES INC MSCI FRANCE ETF 464286707 7,491,412 185,431 SH SOLE 185,431 0 0
ISHARES INC MSCI GERMANY ETF 464286806 283,579 8,380 SH SOLE 8,380 0 0
ISHARES INC MSCI JPN ETF NEW 46434G822 53,049,557 741,537 SH SOLE 741,537 0 0
ISHARES INC MSCI SWITZERLAND 464286749 3,911,720 75,081 SH SOLE 75,081 0 0
ISHARES INC MSCI TAIWAN ETF 46434G772 1,745,873 32,409 SH SOLE 32,409 0 0
ISHARES INC MSCI THAILND ETF 464286624 380,209 5,488 SH SOLE 5,488 0 0
ISHARES INC MSCI WORLD ETF 464286392 9,800,599 62,460 SH SOLE 62,460 0 0
ISHARES TR 7-10 YR TRSY BD 464287440 38,919,200 396,649 SH SOLE 396,649 0 0
ISHARES TR CONV BD ETF 46435G102 12,331,619 147,384 SH SOLE 147,384 0 0
ISHARES TR DEVSMCP EXNA ETF 464288497 1,284,083 21,221 SH SOLE 21,221 0 0
ISHARES TR GLB INFRASTR ETF 464288372 2,218,131 40,752 SH SOLE 40,752 0 0
ISHARES TR GLOBAL TECH ETF 464287291 10,935,473 132,503 SH SOLE 132,503 0 0
ISHARES TR ISHS 1-5YR INVS 464288646 7,519,690 142,797 SH SOLE 142,797 0 0
ISHARES TR MSCI ACWI ETF 464288257 1,983,932 16,595 SH SOLE 16,595 0 0
ISHARES TR MSCI CHINA A 46434V514 375,191 12,354 SH SOLE 12,354 0 0
ISHARES TR MSCI EMG MKT ETF 464287234 17,439,320 380,273 SH SOLE 380,273 0 0
ISHARES TR MSCI INDIA ETF 46429B598 3,683,703 62,937 SH SOLE 62,937 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 622,328 27,659 SH SOLE 27,659 0 0
ISHARES TR MSCI UK ETF NEW 46435G334 3,141,729 83,981 SH SOLE 83,981 0 0
ISHARES TR RUSSELL 2000 ETF 464287655 228,842 1,036 SH SOLE 1,036 0 0
ISHARES TR S&P 100 ETF 464287101 211,721 765 SH SOLE 765 0 0
ISHARES TR S&P 500 GRWT ETF 464287309 466,494 4,872 SH SOLE 4,872 0 0
ISHARES TR US INDUSTRIALS 464287754 252,770 1,891 SH SOLE 1,891 0 0
ISHARES TR U.S. REAL ES ETF 464287739 3,813,402 37,434 SH SOLE 37,434 0 0
JOHNSON & JOHNSON COM 478160104 696,048 4,295 SH SOLE 4,295 0 0
JPMORGAN CHASE & CO. COM 46625H100 17,081,136 81,007 SH SOLE 81,007 0 0
LINDE PLC SHS G54950103 2,614,623 5,483 SH SOLE 5,483 0 0
LOGITECH INTL S A SHS H50430232 3,123,897 34,875 SH SOLE 34,875 0 0
MASTERCARD INCORPORATED CL A 57636Q104 7,647,974 15,488 SH SOLE 15,488 0 0
MCDONALDS CORP COM 580135101 14,653,326 48,121 SH SOLE 48,121 0 0
MERCK & CO INC COM 58933Y105 854,993 7,529 SH SOLE 7,529 0 0
META PLATFORMS INC CL A 30303M102 21,887,243 38,235 SH SOLE 38,235 0 0
MICRON TECHNOLOGY INC COM 595112103 6,186,613 59,653 SH SOLE 59,653 0 0
MICROSOFT CORP COM 594918104 40,625,207 94,699 SH SOLE 94,699 0 0
NEXTERA ENERGY INC COM 65339F101 950,963 11,250 SH SOLE 11,250 0 0
NOVO-NORDISK A S ADR 670100205 6,584,809 55,302 SH SOLE 55,302 0 0
NVIDIA CORPORATION COM 67066G104 4,929,250 40,590 SH SOLE 40,590 0 0
ORACLE CORP COM 68389X105 543,746 3,191 SH SOLE 3,191 0 0
OREILLY AUTOMOTIVE INC COM 67103H107 4,309,287 3,742 SH SOLE 3,742 0 0
OTIS WORLDWIDE CORP COM 68902V107 11,120,229 106,987 SH SOLE 106,987 0 0
PARKER-HANNIFIN CORP COM 701094104 1,301,549 2,060 SH SOLE 2,060 0 0
PEPSICO INC COM 713448108 442,130 2,600 SH SOLE 2,600 0 0
PHILIP MORRIS INTL INC COM 718172109 3,325,510 27,393 SH SOLE 27,393 0 0
PIMCO ETF TR MULTISECTOR BD 72201R585 13,577,589 509,478 SH SOLE 509,478 0 0
PROCTER AND GAMBLE CO COM 742718109 12,168,339 70,256 SH SOLE 70,256 0 0
QUALCOMM INC COM 747525103 935,275 5,500 SH SOLE 5,500 0 0
ROPER TECHNOLOGIES INC COM 776696106 223,132 401 SH SOLE 401 0 0
RTX CORPORATION COM 75513E101 1,251,704 10,331 SH SOLE 10,331 0 0
SALESFORCE INC COM 79466L302 2,668,125 9,748 SH SOLE 9,748 0 0
SCHLUMBERGER LTD COM STK 806857108 1,997,323 47,612 SH SOLE 47,612 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 1,449,315 16,507 SH SOLE 16,507 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 247,764 5,467 SH SOLE 5,467 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 509,537 6,139 SH SOLE 6,139 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8,194,942 53,207 SH SOLE 53,207 0 0
SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 221,822 2,746 SH SOLE 2,746 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 719,497 3,187 SH SOLE 3,187 0 0
SONY GROUP CORP SPONSORED ADR 835699307 23,560,666 243,975 SH SOLE 243,975 0 0
SPDR GOLD TR GOLD SHS 78463V107 30,634,554 126,421 SH SOLE 126,421 0 0
SPDR SER TR S&P DIVID ETF 78464A763 380,951 2,682 SH SOLE 2,682 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 4,046,723 7,053 SH SOLE 7,053 0 0
S&P GLOBAL INC COM 78409V104 14,834,743 28,715 SH SOLE 28,715 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 38,735,704 223,042 SH SOLE 223,042 0 0
TEXAS INSTRS INC COM 882508104 1,156,792 5,600 SH SOLE 5,600 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,408,158 8,743 SH SOLE 8,743 0 0
TJX COS INC NEW COM 872540109 3,772,211 32,093 SH SOLE 32,093 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109 326,073 5,046 SH SOLE 5,046 0 0
TRIP COM GROUP LTD ADS 89677Q107 440,555 7,413 SH SOLE 7,413 0 0
UBS GROUP AG SHS H42097107 17,681,962 572,355 SH SOLE 572,355 0 0
UNION PAC CORP COM 907818108 3,937,764 15,976 SH SOLE 15,976 0 0
UNITEDHEALTH GROUP INC COM 91324P102 11,334,022 19,385 SH SOLE 19,385 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817 308,995 24,178 SH SOLE 24,178 0 0
VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 15,120,047 192,147 SH SOLE 192,147 0 0
VANGUARD INDEX FDS SMALL CP ETF 922908751 261,880 1,104 SH SOLE 1,104 0 0
VANGUARD INDEX FDS VALUE ETF 922908744 372,358 2,133 SH SOLE 2,133 0 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1,531,870 32,014 SH SOLE 32,014 0 0
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 4,241,044 59,649 SH SOLE 59,649 0 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2,340,463 18,581 SH SOLE 18,581 0 0
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 1,877,432 40,022 SH SOLE 40,022 0 0
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 12,650,973 105,689 SH SOLE 105,689 0 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 15,510,962 256,719 SH SOLE 256,719 0 0
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3,645,135 43,524 SH SOLE 43,524 0 0
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 8,749,756 131,833 SH SOLE 131,833 0 0
VISA INC COM CL A 92826C839 16,315,258 59,339 SH SOLE 59,339 0 0
WALMART INC COM 931142103 242,250 3,000 SH SOLE 3,000 0 0
YUM CHINA HLDGS INC COM 98850P109 22,785,343 507,658 SH SOLE 507,658 0 0
ZOETIS INC CL A 98978V103 1,213,310 6,210 SH SOLE 6,210 0 0