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
Abrdn Physical Gold Shares ETF PHYSCL SWISS GLD 00326A104   11,076 634,005 SH   SOLE   634,005 0 0
Activision Blizzard Inc Com US$0.000001 COM 00507V109   1,289 16,844 SH   SOLE   16,844 0 0
Advanced Micro Devices COM 007903107   84,876 1,310,419 SH   SOLE   1,310,419 0 0
Alibaba Group Holdings Ltd Sponsored ADR SPONSORED ADS 01609W102   9,838 111,683 SH   SOLE   111,683 0 0
Alphabet Inc US$0.001 'A' CAP STK CL A 02079K305   112,750 1,277,915 SH   SOLE   1,277,915 0 0
Alphabet Inc US$0.001 'C' CAP STK CL C 02079K107   3,334 37,580 SH   SOLE   37,580 0 0
Amazon.com Inc Com US$0.01 COM 023135106   87,770 1,044,876 SH   SOLE   1,044,876 0 0
American Express Co Com US$0.20 COM 025816109   123,869 838,366 SH   SOLE   838,366 0 0
American International Group Inc Com US$2.50 COM NEW 026874784   41,024 648,711 SH   SOLE   648,711 0 0
American Tower Corporation Com US$0.01 COM 03027X100   15,439 72,872 SH   SOLE   72,872 0 0
American Water Works Company Inc US$0.01 COM 030420103   17,864 117,201 SH   SOLE   117,201 0 0
Apple Inc Com COM 037833100   42,659 328,326 SH   SOLE   328,326 0 0
Applied Materials COM US$0.01 COM 038222105   12,680 130,215 SH   SOLE   130,215 0 0
Avery Dennison COM 053611109   4,419 24,414 SH   SOLE   24,414 0 0
Baker Hughes Company US$0.0001 Class 'A' CL A 05722G100   6,710 227,224 SH   SOLE   227,224 0 0
Berkshire Hathaway 'B' Com US$0.1667 CL B NEW 084670702   36,068 116,762 SH   SOLE   116,762 0 0
Boston Scientific Com US$0.01 COM 101137107   9,179 198,379 SH   SOLE   198,379 0 0
Bristol-Myers Squibb Co Com US$0.10 COM 110122108   29,275 406,874 SH   SOLE   406,874 0 0
British American Tobacco Ord 25p ADR SPONSORED ADR 110448107   440 10,999 SH   SOLE   10,999 0 0
Cheniere Energy, Inc COM NEW 16411R208   12,508 83,406 SH   SOLE   83,406 0 0
Chevron Corporation Com US$0.75 COM 166764100   36,779 204,908 SH   SOLE   204,908 0 0
CME Group Inc Com US$0.01 'A' COM 12572Q105   127,431 757,796 SH   SOLE   757,796 0 0
Coca-Cola Com US$0.25 COM 191216100   33,101 520,381 SH   SOLE   520,381 0 0
Colgate-Palmolive Co Com US$1.00 COM 194162103   1,640 20,810 SH   SOLE   20,810 0 0
Costco Wholesale Corp Com Stock US$0.005 COM 22160K105   124,001 271,634 SH   SOLE   271,634 0 0
Cummins Inc $2.50 COM 231021106   12,492 51,558 SH   SOLE   51,558 0 0
D.R. Horton Inc Com US$0.01 COM 23331A109   19,360 217,191 SH   SOLE   217,191 0 0
Dollar General CP COM US$0.875 COM 256677105   12,636 51,313 SH   SOLE   51,313 0 0
Dover Corporation US$1 COM 260003108   19,448 143,625 SH   SOLE   143,625 0 0
DuPont de Nemours Inc $0.01 COM 26614N102   103,823 1,512,791 SH   SOLE   1,512,791 0 0
Exxon Mobil Corporation Com COM 30231G102   2,420 21,940 SH   SOLE   21,940 0 0
First Trust Global Tactical Commodity Strategy ETF FST TR GLB FD 33739H101   4,105 167,600 SH   SOLE   167,600 0 0
First Trust ISE Chindia Index Fund ETF CHINA ALPHADEX 33737J141   2,259 59,255 SH   SOLE   59,255 0 0
First Trust United Kingdom AlphaDEX ETF UNIT KING ALPH 33737J224   364 11,494 SH   SOLE   11,494 0 0
HCA Healthcare Inc COM 40412C101   16,250 67,720 SH   SOLE   67,720 0 0
Home Depot Inc Com US$0.05 COM 437076102   66,960 211,993 SH   SOLE   211,993 0 0
Honeywell International Inc Com US$1.00 COM 438516106   35,437 165,363 SH   SOLE   165,363 0 0
IBM Com US$0.20 COM 459200101   93,283 662,098 SH   SOLE   662,098 0 0
Infosys Ltd ADR Each Rep 1 Ord Shares SPONSORED ADR 456788108   5,788 321,360 SH   SOLE   321,360 0 0
Intuit Inc Com US$0.01 COM 461202103   102,869 264,294 SH   SOLE   264,294 0 0
Intuitive Surgical Com US$0.001 COM NEW 46120E602   11,597 43,704 SH   SOLE   43,704 0 0
JP Morgan Chase Com US$1 (US quote) COM 46625H100   19,147 142,780 SH   SOLE   142,780 0 0
Lear Corp Com US$0.01 COM NEW 521865204   12,969 104,574 SH   SOLE   104,574 0 0
LivaNova plc Ord SHS G5509L101   2,866 51,600 SH   SOLE   51,600 0 0
Marsh & McLennan Cos Inc Com US$1.00 COM 571748102   132,093 798,244 SH   SOLE   798,244 0 0
Mercadolibre Inc Com US$0.001 COM 58733R102   11,179 13,210 SH   SOLE   13,210 0 0
Merck & Co Inc Com US$0.50 COM 58933Y105   1,293 11,650 SH   SOLE   11,650 0 0
Microsoft Corporation Com US$0.00000625 COM 594918104   176,055 734,111 SH   SOLE   734,111 0 0
Netflix Inc US$0.001 COM 64110L106   26,500 89,867 SH   SOLE   89,867 0 0
Oaktree Speciality Lending Corporation Com US$0.01 COM 67401P108   11,157 1,623,975 SH   SOLE   1,623,975 0 0
Old Dominion Freight Line, Inc Com US$0.10 COM 679580100   13,034 45,931 SH   SOLE   45,931 0 0
O'Reilly Automotive Inc New $0.01 COM 67103H107   15,208 18,018 SH   SOLE   18,018 0 0
Pepsico Inc Cap Stock US$0.0166 COM 713448108   15,526 85,943 SH   SOLE   85,943 0 0
Pfizer Inc Com US$0.05 COM 717081103   2,236 43,636 SH   SOLE   43,636 0 0
Pinterest Inc Com US$0.00001 CL A 72352L106   3,237 133,340 SH   SOLE   133,340 0 0
Procter & Gamble Co Com COM 742718109   7,463 49,239 SH   SOLE   49,239 0 0
Qualcomm Inc Com US$0.0001 COM 747525103   94,821 862,477 SH   SOLE   862,477 0 0
Quanta Services, Inc COM 74762E102   14,855 104,244 SH   SOLE   104,244 0 0
S&P Global Inc COM 78409V104   5,025 15,004 SH   SOLE   15,004 0 0
Salesforce Inc Com USD0.001 COM 79466L302   4,534 34,195 SH   SOLE   34,195 0 0
Sea Limited ADS 'A' Shares SPONSORD ADS 81141R100   3,236 62,195 SH   SOLE   62,195 0 0
Shell Plc ADR Rep 2 Ord Shares SPON ADS 780259305   698 12,248 SH   SOLE   12,248 0 0
Snowflake Inc US$0.0001 Class 'A' CL A 833445109   6,037 42,060 SH   SOLE   42,060 0 0
SPDR Gold Trust Shares GOLD SHS 78463V107   9,194 54,195 SH   SOLE   54,195 0 0
Synopsys Inc US$0.01 COM 871607107   69,111 216,451 SH   SOLE   216,451 0 0
Taiwan Semiconductor Manufacturing ADS Rep 5 Ord TW$10 SPONSORED ADS 874039100   43,286 581,103 SH   SOLE   581,103 0 0
TE Connectivity Ltd Com CHF1.37 SHS H84989104   120,699 1,051,386 SH   SOLE   1,051,386 0 0
TechnipFMC plc COM G87110105   238 19,500 SH   SOLE   19,500 0 0
Thermo Fisher Scientific COM US$1 COM 883556102   44,876 81,491 SH   SOLE   81,491 0 0
T-Mobile US Inc COM 872590104   77,906 556,469 SH   SOLE   556,469 0 0
Union Pacific Corporation Com US$2.50 COM 907818108   8,132 39,272 SH   SOLE   39,272 0 0
United Health Group Com US$0.01 COM 91324P102   22,616 42,658 SH   SOLE   42,658 0 0
Valaris Ltd CL A G9460G101   8,515 125,926 SH   SOLE   125,926 0 0
Verizon Communications Com US$0.10 COM 92343V104   1,423 36,122 SH   SOLE   36,122 0 0
Visa Inc Com Stock US$0.0001 COM CL A 92826C839   174,285 838,877 SH   SOLE   838,877 0 0
Vulcan Materials Com $1 COM 929160109   31,079 177,483 SH   SOLE   177,483 0 0
W R Berkley Corp Com US$0.20 COM 084423102   1,141 15,727 SH   SOLE   15,727 0 0
Wisdom Tree EM Small Cap Dividend ETF US S CAP QTY DIV 97717X651   943 21,440 SH   SOLE   21,440 0 0
Yum China Holdings Inc. US$0.01 COM 98850P109   33,393 611,037 SH   SOLE   611,037 0 0