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 SYSTEMS COM 00724F101   989,016 1,960 SH   SOLE   1,960 0 0
AGNICO EAGLE MINES LTD COM 008474108   2,296,286 38,496 SH   SOLE   38,496 0 0
ALPHABET INC CAP STK CL C 02079K107   20,917,783 137,382 SH   SOLE   137,382 0 0
ALPHABET INC CAP STK CAP STK CL A 02079K305   7,898,167 52,330 SH   SOLE   52,330 0 0
AMAZON.COM INC COM 023135106   27,469,349 152,286 SH   SOLE   152,286 0 0
APPLE COMPUTER INC COM 037833100   18,539,560 108,115 SH   SOLE   108,115 0 0
AUTODESK INC COM 052769106   6,088,099 23,378 SH   SOLE   23,378 0 0
BANK OF AMERICA CORP COM 060505104   6,780,096 178,800 SH   SOLE   178,800 0 0
BERKSHIRE HATHAWAY INC CL A 084670108   1,268,880 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   8,526,884 20,277 SH   SOLE   20,277 0 0
BRISTOL MYERS SQUIBB COM 110122108   1,573,212 29,010 SH   SOLE   29,010 0 0
CF INDS HLDGS INC COM 125269100   2,833,717 34,055 SH   SOLE   34,055 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108   1,463,613 5,036 SH   SOLE   5,036 0 0
COINBASE GLOBAL INC COM COM CL A 19260Q107   304,888 1,150 SH   SOLE   1,150 0 0
COMCAST CL A VTG CL A 20030N101   2,226,759 51,367 SH   SOLE   51,367 0 0
COMMUNICATION SVCS SECTOR ETF COMMUNICATION 81369Y852   336,031 4,115 SH   SOLE   4,115 0 0
CONOCOPHILLIPS COM 20825C104   4,171,602 32,775 SH   SOLE   32,775 0 0
CONSUMER STAPLES SELECT SECTOR SBI CONS STPLS 81369Y308   251,988 3,300 SH   SOLE   3,300 0 0
COSTCO WHOLESALE COM 22160K105   637,388 870 SH   SOLE   870 0 0
DIAMONDBACK ENERGY INC COM 25278X109   1,738,942 8,775 SH   SOLE   8,775 0 0
ELECTRONIC ARTS COM 285512109   4,179,768 31,505 SH   SOLE   31,505 0 0
EXPEDIA GROUP INC COM NEW 30212P303   6,761,459 49,085 SH   SOLE   49,085 0 0
FIRST SOLAR INC COM 336433107   5,337,287 31,619 SH   SOLE   31,619 0 0
FISERV INC COM 337738108   1,913,045 11,970 SH   SOLE   11,970 0 0
GOLAR LNG LIMITED COM STK USD1 SHS G9456A100   4,937,232 205,205 SH   SOLE   205,205 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   7,383,013 181,490 SH   SOLE   181,490 0 0
HERC HOLDINGS INC COM 42704L104   3,339,240 19,841 SH   SOLE   19,841 0 0
HOME DEPOT COM 437076102   3,936,120 10,261 SH   SOLE   10,261 0 0
HONEYWELL INTL INC COM 438516106   1,098,088 5,350 SH   SOLE   5,350 0 0
IDEX CORP COM 45167R104   219,618 900 SH   SOLE   900 0 0
INMODE LTD COM ILS0.01 SHS M5425M103   720,477 33,340 SH   SOLE   33,340 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   3,534,700 25,720 SH   SOLE   25,720 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   333,008 750 SH   SOLE   750 0 0
ISHARES NATL AMT FREE MUNI ETF NATL MUNI ETF 464288414   279,760 2,600 SH   SOLE   2,600 0 0
ISHARES SP 500 INDEX ETF CORE SP 500 E 464287200   3,540,792 6,735 SH   SOLE   6,735 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309   591,080 7,000 SH   SOLE   7,000 0 0
JOHNSON JOHNSON COM 478160104   790,950 5,000 SH   SOLE   5,000 0 0
JP MORGAN CHASE COM 46625H100   8,641,343 43,142 SH   SOLE   43,142 0 0
LILLY, ELI CO COM 532457108   797,409 1,025 SH   SOLE   1,025 0 0
LINDE PLC COM EUR0.001 SHS G54950103   464,320 1,000 SH   SOLE   1,000 0 0
LOCKHEED MARTIN COM 539830109   545,844 1,200 SH   SOLE   1,200 0 0
MARTIN MARIETTA MATERIALS COM 573284106   8,668,833 14,120 SH   SOLE   14,120 0 0
MASTERCARD INC CL A 57636Q104   3,999,439 8,305 SH   SOLE   8,305 0 0
MATADOR RESOURCES COMPANY COM COM 576485205   2,768,618 41,465 SH   SOLE   41,465 0 0
MERCADOLIBRE INC COM USD0.001 COM 58733R102   2,494,734 1,650 SH   SOLE   1,650 0 0
MERCK CO INC NEW COM 58933Y105   369,460 2,800 SH   SOLE   2,800 0 0
META PLATFORMS INC CLASS A COM CL A 30303M102   3,933,198 8,100 SH   SOLE   8,100 0 0
MICROSOFT CORP COM 594918104   25,518,772 60,655 SH   SOLE   60,655 0 0
NOVO NORDISK A/S ADR-EACH CNV ADR 670100205   905,220 7,050 SH   SOLE   7,050 0 0
NVIDIA CORP COM 67066G104   38,446,478 42,550 SH   SOLE   42,550 0 0
ORACLE CORPORATION COM 68389X105   8,467,370 67,410 SH   SOLE   67,410 0 0
PFIZER INC COM 717081103   958,762 34,550 SH   SOLE   34,550 0 0
PIONEER NATURAL RESOURCES CO COM 723787107   1,680,788 6,403 SH   SOLE   6,403 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   1,332,490 11,350 SH   SOLE   11,350 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101   2,037,889 20,895 SH   SOLE   20,895 0 0
REGENERON PHARMACEUTICALS COM 75886F107   12,442,108 12,927 SH   SOLE   12,927 0 0
SAFE BULKERS INC COM Y7388L103   2,323,358 468,419 SH   SOLE   468,419 0 0
SALESFORCE.COM INC COM 79466L302   2,582,618 8,575 SH   SOLE   8,575 0 0
SCORPIO TANKERS INC SHS Y7542C130   2,444,864 34,170 SH   SOLE   34,170 0 0
SELECT SECTOR SPDR TR ENERGY ENERGY 81369Y506   200,621 2,125 SH   SOLE   2,125 0 0
SNOWFLAKE INC CL A 833445109   323,200 2,000 SH   SOLE   2,000 0 0
SOCIEDAD QUIMICA MINERA DE CH SPON ADR SER B 833635105   1,224,035 24,899 SH   SOLE   24,899 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   216,006 1,050 SH   SOLE   1,050 0 0
STAR BULK CARRIERS CORP COM US SHS PAR Y8162K204   1,266,089 53,041 SH   SOLE   53,041 0 0
STARBUCKS CORP COM 855244109   612,313 6,700 SH   SOLE   6,700 0 0
SUMMIT MATERIALS INC CL A 86614U100   1,834,056 41,150 SH   SOLE   41,150 0 0
SUNCOR ENERGY INC NEW COM 867224107   221,460 6,000 SH   SOLE   6,000 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109   6,924,089 46,630 SH   SOLE   46,630 0 0
TECHNOLOGY SECTOR ETF TECHNOLOGY 81369Y803   677,919 3,255 SH   SOLE   3,255 0 0
TEEKAY TANKERS LTD COM USD0.01 CL A Y8565N300   3,338,073 57,149 SH   SOLE   57,149 0 0
TELLURIAN INC NEW COM 87968A104   46,298 70,000 SH   SOLE   70,000 0 0
UNITED RENTALS INC COM 911363109   11,485,840 15,928 SH   SOLE   15,928 0 0
VERIZON COMMUNICATIONS COM 92343V104   230,780 5,500 SH   SOLE   5,500 0 0
VIKING THERAPUTICS INC COM 92686J106   727,340 8,870 SH   SOLE   8,870 0 0
VISA INC COM COM CL A 92826C839   7,118,773 25,508 SH   SOLE   25,508 0 0
VULCAN MATERIALS COM 929160109   5,312,388 19,465 SH   SOLE   19,465 0 0
WALMART STORES INC COM 931142103   3,005,492 49,950 SH   SOLE   49,950 0 0