Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UBS	UBS GROUP AG	654,665	$20.03M	13.3%	$21.48	+47.5%	SHS	H42097107
CP	CANADIAN PACIFIC KANSAS CITY	167,169	$12.1M	8.1%	$75.62	+1.1%	COM	13646K108
AMZN	AMAZON.COM INC	52,858	$11.6M	7.7%	$147.74	+38.5%	COM	023135106
GOOG	ALPHABET INC	55,362	$10.54M	7.0%	$134.79	+30.3%	COM	02079K107
TSM	TAIWAN SEMICONDUCTOR MFG LTD	44,561	$8.8M	5.9%	$118.77	—	ADS	874039100
META	META PLATFORMS INC	14,572	$8.532M	5.7%	$399.59	+46.3%	CL A	30303M102
V	VISA INC	23,838	$7.534M	5.0%	$246.85	+20.9%	COM	92826C839
MSFT	MICROSOFT CORP	17,094	$7.205M	4.8%	$347.83	+21.4%	COM	594918104
ADBE	ADOBE INC	13,284	$5.907M	3.9%	$531.01	-6.8%	COM	00724F101
AAPL	APPLE INC	21,016	$5.263M	3.5%	$181.20	+29.4%	COM	037833100
MA	MASTERCARD INC	9,988	$5.259M	3.5%	$397.82	+29.4%	COM	57636Q104
IFF	INTERNATIONAL FLAVORS&FRAGRA	46,008	$3.89M	2.6%	$75.67	+20.9%	COM	459506101
MU	MICRON TECHNOLOGY INC	45,708	$3.847M	2.6%	$103.16	-1.9%	COM	595112103
DG	DOLLAR GEN CORP NEW	50,405	$3.822M	2.5%	$113.36	-32.3%	COM	256677105
ELV	ANTHEM INC	10,325	$3.809M	2.5%	$442.75	-7.6%	COM	036752103
BRK/B	BERKSHIRE HATHAWAY INC	7,502	$3.401M	2.3%	$349.25	+32.2%	COM	084670702
EMBJ	EMBRAER S.A.	76,319	$2.799M	1.9%	$29.09	—	ADS	29082A107
HDB	HDFC BANK LTD	41,560	$2.654M	1.8%	$63.56	—	ADS	40415F101
BAC	BANK OF AMERICA CORP	59,872	$2.631M	1.8%	$33.14	+29.2%	COM	060505104
BKNG	BOOKING HOLDINGS INC	444	$2.206M	1.5%	$3059.95	+55.7%	COM	09857L108
SGOL	ABRDN GOLD ETF TRUST	81,789	$2.049M	1.4%	$20.77	—	ETF	00326A104
SPGI	S&P GLOBAL INC	3,369	$1.678M	1.1%	$457.79	+9.9%	COM	78409V104
TJX	TJX COS INC/THE	13,298	$1.607M	1.1%	$81.04	+45.3%	COM	872540109
VIST	VISTA ENERGY S.A.B. DE C.V.	24,851	$1.345M	0.9%	$27.49	—	ADS	92837L109
DHR	DANAHER CORPORATION	5,666	$1.301M	0.9%	$231.87	+5.2%	COM	235851102
IBN	ICICI BANK LIMITED	41,052	$1.226M	0.8%	$24.49	—	ADR	45104G104
BABA	ALIBABA GROUP HOLDING LTD	13,082	$1.109M	0.7%	$88.24	—	ADR	01609W102
BBAR	BANCO BBVA ARGENTINA S A	57,043	$1.087M	0.7%	$15.43	—	ADS	058934100
SMIN	ISHARES MSCI INDIA SMALL-CAP	12,816	$980K	0.7%	$66.72	—	ETF	46429B614
ASML	ASML HOLDING NV	1,288	$893K	0.6%	$726.62	—	NY REG SHRS	N07059210
TGS	TRANSPORTADORA DE GAS SUR	26,231	$768K	0.5%	$16.65	—	ADS	893870204
AZN	ASTRAZENECA PLC	10,231	$670K	0.4%	$62.70	—	ADR	046353108
ARGT	GLOBAL X FDS GB MSCI AR	7,762	$642K	0.4%	$55.15	—	ETF	37950E259
ACGL	ARCH CAP GROUP LTD	6,078	$561K	0.4%	$98.18	0.0%	ORD	G0450A105
JD	JD.COM INC	13,415	$465K	0.3%	$30.01	—	ADR CL A	47215P106
BCS	BARCLAYS PLC	34,814	$463K	0.3%	$8.85	—	ADR	06738E204
—	DESPEGAR COM CORP	21,089	$406K	0.3%	$19.25	—	ORD SHS	G27358103
NVO	NOVO-NORDISK A S	4,117	$354K	0.2%	$86.02	—	ADR	670100205
SMFG	SUMITOMO MITSUI FINL GROUP	13,118	$190K	0.1%	$8.37	—	ADR	86562M209
CCU	COMPANIA CERVECERIAS UNIDAS	15,081	$171K	0.1%	$11.38	—	ADR	204429104
SAP	SAP SE	633	$156K	0.1%	$133.83	—	ADR	803054204
MMYT	MAKEMYTRIP LIMITED MAURITIUS	1,200	$135K	0.1%	$56.89	+88.4%	SHS	V5633W109
SE	SEA LTD	50	$5,305	0.0%	$103.26	—	ADS	81141R100
INDA	ISHARES TR MSCI INDIA	81	$4,264	0.0%	$48.81	—	ETF	46429B598
GGAL	GRUPO FINANCIERO GALICIA S.A	61	$3,802	0.0%	$62.33	—	ADR	399909100
SCCO	SOUTHERN COPPER CORP	37	$3,392	0.0%	$63.78	+53.8%	COM	84265V105
MELI	MERCADOLIBRE INC	1	$1,700	0.0%	$1636.68	+19.0%	COM	58733R102
PSLV	SPROTT PHYSICAL SILVER TR	155	$1,496	0.0%	$9.65	—	TR UNIT	85207K107
SUZ	SUZANO S A	101	$1,022	0.0%	$10.12	—	ADS	86959K105
SMH	VANECK ETF TRUST SEMICONDUCTOR	2	$484	0.0%	$260.71	—	ETF	92189F676