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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS COM 00724F101   1,169,336 1,960 SH   SOLE   1,960 0 0
AGNICO EAGLE MINES LTD COM 008474108   943,310 17,198 SH   SOLE   17,198 0 0
ALPHABET INC CAP STK CL C 02079K107   19,804,470 140,527 SH   SOLE   140,527 0 0
ALPHABET INC CAP STK CAP STK CL A 02079K305   7,316,962 52,380 SH   SOLE   52,380 0 0
AMAZON.COM INC COM 023135106   20,007,155 131,678 SH   SOLE   131,678 0 0
APPLE COMPUTER INC COM 037833100   24,127,667 125,319 SH   SOLE   125,319 0 0
ATERIAN INC COM 02156U101   5,228 15,000 SH   SOLE   15,000 0 0
AUTODESK INC COM 052769106   6,349,471 26,078 SH   SOLE   26,078 0 0
BANK OF AMERICA CORP COM 060505104   6,084,169 180,700 SH   SOLE   180,700 0 0
BERKSHIRE HATHAWAY INC CL A 084670108   1,085,250 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   7,231,995 20,277 SH   SOLE   20,277 0 0
BRISTOL MYERS SQUIBB COM 110122108   1,497,431 29,184 SH   SOLE   29,184 0 0
CF INDS HLDGS INC COM 125269100   6,161,648 77,505 SH   SOLE   77,505 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108   1,957,392 5,036 SH   SOLE   5,036 0 0
COINBASE GLOBAL INC COM COM CL A 19260Q107   243,488 1,400 SH   SOLE   1,400 0 0
COMCAST CL A VTG CL A 20030N101   2,282,392 52,050 SH   SOLE   52,050 0 0
COMMUNICATION SVCS SECTOR ETF COMMUNICATION 81369Y852   298,996 4,115 SH   SOLE   4,115 0 0
CONOCOPHILLIPS COM 20825C104   4,256,867 36,675 SH   SOLE   36,675 0 0
CONSUMER STAPLES SELECT SECTOR SBI CONS STPLS 81369Y308   237,699 3,300 SH   SOLE   3,300 0 0
COSTCO WHOLESALE COM 22160K105   574,270 870 SH   SOLE   870 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,360,827 8,775 SH   SOLE   8,775 0 0
ELECTRONIC ARTS COM 285512109   4,310,199 31,505 SH   SOLE   31,505 0 0
EXPEDIA GROUP INC COM NEW 30212P303   6,773,629 44,625 SH   SOLE   44,625 0 0
FIRST SOLAR INC COM 336433107   5,791,881 33,619 SH   SOLE   33,619 0 0
FISERV INC COM 337738108   1,590,095 11,970 SH   SOLE   11,970 0 0
GOLAR LNG LIMITED COM STK USD1 SHS G9456A100   4,717,663 205,205 SH   SOLE   205,205 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   5,917,666 160,110 SH   SOLE   160,110 0 0
HERC HOLDINGS INC COM 42704L104   3,132,794 21,041 SH   SOLE   21,041 0 0
HOME DEPOT COM 437076102   3,555,950 10,261 SH   SOLE   10,261 0 0
HONEYWELL INTL INC COM 438516106   1,121,948 5,350 SH   SOLE   5,350 0 0
INMODE LTD COM ILS0.01 SHS M5425M103   741,482 33,340 SH   SOLE   33,340 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   3,303,220 25,720 SH   SOLE   25,720 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   307,140 750 SH   SOLE   750 0 0
ISHARES NATL AMT FREE MUNI ETF NATL MUNI ETF 464288414   281,866 2,600 SH   SOLE   2,600 0 0
ISHARES SP 500 INDEX ETF CORE SP 500 E 464287200   3,216,838 6,735 SH   SOLE   6,735 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309   525,700 7,000 SH   SOLE   7,000 0 0
JOHNSON JOHNSON COM 478160104   783,700 5,000 SH   SOLE   5,000 0 0
JP MORGAN CHASE COM 46625H100   7,355,464 43,242 SH   SOLE   43,242 0 0
LINDE PLC COM EUR0.001 SHS G54950103   410,710 1,000 SH   SOLE   1,000 0 0
LOCKHEED MARTIN COM 539830109   543,888 1,200 SH   SOLE   1,200 0 0
MARTIN MARIETTA MATERIALS COM 573284106   7,451,221 14,935 SH   SOLE   14,935 0 0
MASTERCARD INC CL A 57636Q104   4,181,931 9,805 SH   SOLE   9,805 0 0
MATADOR RESOURCES COMPANY COM COM 576485205   2,357,700 41,465 SH   SOLE   41,465 0 0
MERCADOLIBRE INC COM USD0.001 COM 58733R102   2,593,041 1,650 SH   SOLE   1,650 0 0
MERCK CO INC NEW COM 58933Y105   305,256 2,800 SH   SOLE   2,800 0 0
META PLATFORMS INC. CL A 30303M102   2,867,076 8,100 SH   SOLE   8,100 0 0
MICROSOFT CORP COM 594918104   23,288,157 61,930 SH   SOLE   61,930 0 0
NEWMONT MNG CORP HLDG CO COM 651639106   2,350,124 56,780 SH   SOLE   56,780 0 0
NUTRIEN LTD COM NPV COM 67077M108   212,646 3,775 SH   SOLE   3,775 0 0
NVIDIA CORP COM 67066G104   18,719,316 37,800 SH   SOLE   37,800 0 0
ORACLE CORPORATION COM 68389X105   7,022,692 66,610 SH   SOLE   66,610 0 0
PFIZER INC COM 717081103   1,150,160 39,950 SH   SOLE   39,950 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   1,439,907 6,403 SH   SOLE   6,403 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   1,187,480 11,450 SH   SOLE   11,450 0 0
REGENERON PHARMACEUTICALS COM 75886F107   11,421,283 13,004 SH   SOLE   13,004 0 0
RTX CORPORATION COM 75513E101   1,791,761 21,295 SH   SOLE   21,295 0 0
SAFE BULKERS INC COM Y7388L103   1,840,843 468,408 SH   SOLE   468,408 0 0
SALESFORCE.COM INC COM 79466L302   2,256,426 8,575 SH   SOLE   8,575 0 0
SNOWFLAKE INC CL A 833445109   497,500 2,500 SH   SOLE   2,500 0 0
SOCIEDAD QUIMICA MINERA DE CH SPON ADR SER B 833635105   1,499,418 24,899 SH   SOLE   24,899 0 0
STAR BULK CARRIERS CORP COM US SHS PAR Y8162K204   1,127,652 53,041 SH   SOLE   53,041 0 0
STARBUCKS CORP COM 855244109   2,438,654 25,400 SH   SOLE   25,400 0 0
SUMMIT MATERIALS INC CL A 86614U100   1,167,261 30,350 SH   SOLE   30,350 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109   6,677,011 41,485 SH   SOLE   41,485 0 0
TECHNOLOGY SECTOR ETF TECHNOLOGY 81369Y803   626,522 3,255 SH   SOLE   3,255 0 0
TELLURIAN INC NEW COM 87968A104   52,892 70,000 SH   SOLE   70,000 0 0
UNITED RENTALS INC COM 911363109   12,749,994 22,235 SH   SOLE   22,235 0 0
UNITEDHEALTH GROUP COM 91324P102   561,217 1,066 SH   SOLE   1,066 0 0
VERIZON COMMUNICATIONS COM 92343V104   207,350 5,500 SH   SOLE   5,500 0 0
VISA INC COM COM CL A 92826C839   6,641,008 25,508 SH   SOLE   25,508 0 0
VULCAN MATERIALS COM 929160109   4,623,059 20,365 SH   SOLE   20,365 0 0
WALMART STORES INC COM 931142103   2,624,872 16,650 SH   SOLE   16,650 0 0