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
ABBVIE COM 00287Y109   4,633,899 25,447 SH   SOLE NONE 25,447 0 0
AeroVironment COM 008073108   1,219,956 7,959 SH   SOLE NONE 7,959 0 0
Alphabet Inc - Class A CAP STK CL A 02079K305   6,774,191 44,883 SH   SOLE NONE 44,883 0 0
Amazon.com COM 023135106   4,263,101 23,634 SH   SOLE NONE 23,634 0 0
ARDMORE SHIPPING Corp COM Y0207T100   492,600 30,000 SH   SOLE NONE 30,000 0 0
Bank of America Corp COM 060505104   5,316,119 140,193 SH   SOLE NONE 140,193 0 0
Berkshire Hathaway CL A 084670108   3,172,200 5 SH   SOLE NONE 5 0 0
Berkshire Hathaway CL B NEW 084670702   7,785,928 18,515 SH   SOLE NONE 18,515 0 0
Booking Holdings COM 09857L108   1,052,085 290 SH   SOLE NONE 290 0 0
Canadian Pacific Railway COM 13646K108   1,296,099 14,700 SH   SOLE NONE 14,700 0 0
Chevron Corp COM 166764100   3,658,306 23,192 SH   SOLE NONE 23,192 0 0
Chewy CL A 16679L109   3,417,945 214,830 SH   SOLE NONE 214,830 0 0
CNH Industrial NV SHS N20944109   3,650,806 281,698 SH   SOLE NONE 281,698 0 0
Corteva COM 22052L104   1,718,566 29,800 SH   SOLE NONE 29,800 0 0
East West Bancorp COM 27579R104   2,573,765 32,534 SH   SOLE NONE 32,534 0 0
Enterprise Products Partners LP COM 293792107   5,728,472 196,315 SH   SOLE NONE 196,315 0 0
EXPRO GROUP HOLDINGS ORD COM N3144W105   199,700 10,000 SH   SOLE NONE 10,000 0 0
Freeport-McMoran CL B 35671D857   2,616,334 55,643 SH   SOLE NONE 55,643 0 0
General Electric Company COM NEW 369604301   1,298,922 7,400 SH   SOLE NONE 7,400 0 0
Global X Uranium ETF GLOBAL X URANIUM 37954Y871   469,929 16,300 SH   SOLE NONE 16,300 0 0
Hilton Worldwide Holdings COM 43300A203   1,316,123 6,170 SH   SOLE NONE 6,170 0 0
International Seaways COM Y41053102   266,000 5,000 SH   SOLE NONE 5,000 0 0
IRSA Inversiones y Representaciones SA GLOBL DEP RCPT 450047303   1,864,898 199,241 SH   SOLE NONE 199,241 0 0
Johnson & Johnson COM 478160104   5,459,295 34,511 SH   SOLE NONE 34,511 0 0
JSC KASPI GLOBAL SPON ADS REP ORD SPONSORED ADS 48581R205   17,576,083 136,630 SH   SOLE NONE 136,630 0 0
Kosmos Energy Ltd COM 500688106   935,720 157,000 SH   SOLE NONE 157,000 0 0
Linde plc SHS G54950103   4,699,484 10,121 SH   SOLE NONE 10,121 0 0
Meta Platforms CL A 30303M102   6,497,060 13,380 SH   SOLE NONE 13,380 0 0
Microsoft Corp COM 594918104   1,256,270 2,986 SH   SOLE NONE 2,986 0 0
Nabors Industries Ltd CL A COM 629567108   225,488 2,618 SH   SOLE NONE 2,618 0 0
Netflix COM 64110L106   789,529 1,300 SH   SOLE NONE 1,300 0 0
Newmont Corp COM 651639106   3,068,012 85,603 SH   SOLE NONE 85,603 0 0
Nextera Energy Inc COM 65339F101   10,369,973 162,259 SH   SOLE NONE 162,259 0 0
Noble Corp ORD SHS A G65431127   775,840 16,000 SH   SOLE NONE 16,000 0 0
Novo-Nordisk A/S ADR 670100205   1,344,348 10,470 SH   SOLE NONE 10,470 0 0
PAGAYA TECH CL A ORD CL A SHS M7S64L115   1,461,187 144,672 SH   SOLE NONE 144,672 0 0
PayPal Holdings COM 70450Y103   4,904,874 73,218 SH   SOLE NONE 73,218 0 0
Peabody Energy Corp COM 704551100   1,479,860 61,000 SH   SOLE NONE 61,000 0 0
Pfizer COM 717081103   5,739,505 206,829 SH   SOLE NONE 206,829 0 0
Procter & Gamble Company COM 742718109   2,771,068 17,079 SH   SOLE NONE 17,079 0 0
ProPetro Holding Corp COM 74347M108   912,208 112,897 SH   SOLE NONE 112,897 0 0
Ramaco Resources COM CL A 75134P600   338,400 20,095 SH   SOLE NONE 20,095 0 0
RAMACO RESOURCES CL B ORD COM CL B 75134P501   390,041 31,079 SH   SOLE NONE 31,079 0 0
RealReal (The) COM 88339P101   2,541,500 650,000 SH   SOLE NONE 650,000 0 0
Scorpio Tankers SHS Y7542C130   357,750 5,000 SH   SOLE NONE 5,000 0 0
SPDR S&P 600 SMALL CAP VALUE ETF S&P 600 SMCP VAL 78464A300   2,302,692 27,760 SH   SOLE NONE 27,760 0 0
Talos Energy COM 87484T108   278,600 20,000 SH   SOLE NONE 20,000 0 0
Teck Resources Limited CL B 878742204   686,700 15,000 SH   SOLE NONE 15,000 0 0
Tidewater COM 88642R109   1,012,000 11,000 SH   SOLE NONE 11,000 0 0
T-Mobile US COM 872590104   620,236 3,800 SH   SOLE NONE 3,800 0 0
Union Pacific Corp COM 907818108   1,948,503 7,923 SH   SOLE NONE 7,923 0 0
Unitedhealth Group COM 91324P102   3,207,635 6,484 SH   SOLE NONE 6,484 0 0
VanEck Gold Miners ETF GOLD MINERS ETF 92189F106   916,980 29,000 SH   SOLE NONE 29,000 0 0
Vanguard Value ETF VALUE ETF 922908744   11,987,310 73,605 SH   SOLE NONE 73,605 0 0
VISA COM CL A 92826C839   3,106,719 11,132 SH   SOLE NONE 11,132 0 0
Walt Disney Company (The) COM 254687106   1,345,960 11,000 SH   SOLE NONE 11,000 0 0