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
ADOBE INC COM 00724F101   26,423,528 51,821 SH   OTR 1 0 0 51,821
ALIGN TECHNOLOGY INC COM 016255101   16,542,848 54,182 SH   OTR 1 0 0 54,182
ALMACENES EXITO S A SPON ADS 02028M105   222,477 40,598 SH   OTR 1 0 0 40,598
ALPHABET INC CAP STK CL C 02079K107   32,340,827 245,285 SH   OTR 1 0 0 245,285
ALPHABET INC CAP STK CL A 02079K305   4,701,146 35,925 SH   OTR 1 0 0 35,925
AMAZON COM INC COM 023135106   8,638,694 67,957 SH   OTR 1 0 0 67,957
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101   264,996 15,300 SH   OTR 1 0 0 15,300
AMERICAN TOWER CORP NEW COM 03027X100   9,923,406 60,343 SH   OTR 1 0 0 60,343
AMGEN INC COM 031162100   42,768,854 159,134 SH   OTR 1 0 0 159,134
APPLE INC COM 037833100   15,001,249 87,619 SH   OTR 1 0 0 87,619
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   287,509 10,700 SH   OTR 1 0 0 10,700
ASML HOLDING N V N Y REGISTRY SHS N07059210   12,944,633 21,990 SH   OTR 1 0 0 21,990
BANK AMERICA CORP COM 060505104   2,877,994 105,113 SH   OTR 1 0 0 105,113
BAXTER INTL INC COM 071813109   510,056 13,515 SH   OTR 1 0 0 13,515
BGC GROUP INC CL A 088929104   84,480 16,000 SH   OTR 1 0 0 16,000
CADENCE DESIGN SYSTEM INC COM 127387108   20,606,216 87,948 SH   OTR 1 0 0 87,948
COCA COLA CO COM 191216100   4,932,678 88,115 SH   OTR 1 0 0 88,115
COMPANHIA BRASILEIRA DE DIST SPONSORED ADR 20440T300   54,117 81,196 SH   OTR 1 0 0 81,196
DIAGEO PLC SPON ADR NEW 25243Q205   1,580,413 10,594 SH   OTR 1 0 0 10,594
DISNEY WALT CO COM 254687106   35,752,290 441,114 SH   OTR 1 0 0 441,114
DROPBOX INC CL A 26210C104   272,300 10,000 SH   OTR 1 0 0 10,000
EMBOTELLADORA ANDINA S A SPON ADR B 29081P303   543,900 42,000 SH   OTR 1 0 0 42,000
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   381,670 14,115 SH   OTR 1 0 0 14,115
GSK PLC SPONSORED ADR 37733W204   1,056,216 29,137 SH   OTR 1 0 0 29,137
INTEL CORP COM 458140100   1,438,175 40,455 SH   OTR 1 0 0 40,455
INTUITIVE SURGICAL INC COM NEW 46120E602   17,253,879 59,030 SH   OTR 1 0 0 59,030
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100   303,365 20,292 SH   OTR 1 0 0 20,292
ISHARES GOLD TR ISHARES NEW 464285204   1,166,654 33,343 SH   OTR 1 0 0 33,343
ISHARES SILVER TR ISHARES 46428Q109   334,186 16,430 SH   OTR 1 0 0 16,430
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106   402,750 75,000 SH   OTR 1 0 0 75,000
JOHNSON & JOHNSON COM 478160104   40,335,824 258,978 SH   OTR 1 0 0 258,978
JPMORGAN CHASE & CO COM 46625H100   1,469,488 10,133 SH   OTR 1 0 0 10,133
KELLANOVA COM 487836108   24,465,097 411,109 SH   OTR 1 0 0 411,109
KIMBERLY-CLARK CORP COM 494368103   2,146,900 17,765 SH   OTR 1 0 0 17,765
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303   10,464,693 524,809 SH   OTR 1 0 0 524,809
LAUDER ESTEE COS INC CL A 518439104   9,174,010 63,466 SH   OTR 1 0 0 63,466
LOCKHEED MARTIN CORP COM 539830109   37,634,544 92,025 SH   OTR 1 0 0 92,025
MAMMOTH ENERGY SVCS INC COM 56155L108   46,479 10,017 SH   OTR 1 0 0 10,017
MASTERCARD INCORPORATED CL A 57636Q104   21,816,621 55,105 SH   OTR 1 0 0 55,105
MICROSOFT CORP COM 594918104   84,033,389 266,139 SH   OTR 1 0 0 266,139
MOODYS CORP COM 615369105   18,487,725 58,474 SH   OTR 1 0 0 58,474
MSCI INC COM 55354G100   13,831,611 26,958 SH   OTR 1 0 0 26,958
NEWMONT CORP COM 651639106   413,397 11,188 SH   OTR 1 0 0 11,188
ORACLE CORP COM 68389X105   1,234,815 11,658 SH   OTR 1 0 0 11,658
PAYPAL HLDGS INC COM 70450Y103   13,855,078 237,001 SH   OTR 1 0 0 237,001
PEPSICO INC COM 713448108   44,610,841 263,284 SH   OTR 1 0 0 263,284
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   714,274 47,650 SH   OTR 1 0 0 47,650
PROCTER AND GAMBLE CO COM 742718109   5,398,279 37,010 SH   OTR 1 0 0 37,010
REPLIGEN CORP COM 759916109   8,809,790 55,404 SH   OTR 1 0 0 55,404
ROCKWELL AUTOMATION INC COM 773903109   38,614,748 135,078 SH   OTR 1 0 0 135,078
RTX CORPORATION COM 75513E101   29,884,751 415,239 SH   OTR 1 0 0 415,239
SANOFI SPONSORED ADR 80105N105   10,751,816 200,444 SH   OTR 1 0 0 200,444
SIXTH STREET SPECIALTY LENDI COM 83012A109   396,536 19,400 SH   OTR 1 0 0 19,400
SPDR GOLD TR GOLD SHS 78463V107   41,763,163 243,588 SH   OTR 1 0 0 243,588
STARBUCKS CORP COM 855244109   36,371,504 398,504 SH   OTR 1 0 0 398,504
SYNOPSYS INC COM 871607107   19,613,165 42,733 SH   OTR 1 0 0 42,733
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   15,813,367 181,972 SH   OTR 1 0 0 181,972
TESLA INC COM 88160R101   8,097,870 32,363 SH   OTR 1 0 0 32,363
TEXAS INSTRS INC COM 882508104   37,865,528 238,133 SH   OTR 1 0 0 238,133
THERMO FISHER SCIENTIFIC INC COM 883556102   33,003,296 65,202 SH   OTR 1 0 0 65,202
TILRAY BRANDS INC COM 88688T100   27,473 11,495 SH   OTR 1 0 0 11,495
TJX COS INC NEW COM 872540109   38,210,045 429,906 SH   OTR 1 0 0 429,906
TWILIO INC CL A 90138F102   7,959,846 135,996 SH   OTR 1 0 0 135,996
UBER TECHNOLOGIES INC COM 90353T100   3,169,033 68,907 SH   OTR 1 0 0 68,907
UNILEVER PLC SPON ADR NEW 904767704   1,508,972 30,546 SH   OTR 1 0 0 30,546
UNITED PARCEL SERVICE INC CL B 911312106   33,969,684 217,936 SH   OTR 1 0 0 217,936
VANECK ETF TRUST VANECK VIETNAM 92189F817   1,230,488 90,878 SH   OTR 1 0 0 90,878
VANECK ETF TRUST GOLD MINERS ETF 92189F106   3,604,379 133,942 SH   OTR 1 0 0 133,942
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858   4,300,082 109,668 SH   OTR 1 0 0 109,668
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409   4,111,832 54,715 SH   OTR 1 0 0 54,715
VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870   955,980 12,582 SH   OTR 1 0 0 12,582
VERIZON COMMUNICATIONS INC COM 92343V104   34,534,767 1,065,559 SH   OTR 1 0 0 1,065,559
VIRGIN GALACTIC HOLDINGS INC COM 92766K106   103,979 57,766 SH   OTR 1 0 0 57,766
VISA INC COM CL A 92826C839   20,270,854 88,130 SH   OTR 1 0 0 88,130
WASTE MGMT INC DEL COM 94106L109   35,495,044 232,846 SH   OTR 1 0 0 232,846
WEC ENERGY GROUP INC COM 92939U106   33,245,804 412,735 SH   OTR 1 0 0 412,735
WELLS FARGO CO NEW COM 949746101   836,282 20,467 SH   OTR 1 0 0 20,467
WESTERN MIDSTREAM PARTNERS L COM UNIT LP INT 958669103   735,210 27,000 SH   OTR 1 0 0 27,000