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   976,015 1,885 SH   SOLE   1,885 0 0
AGNICO EAGLE MINES LTD COM 008474108   5,316,316 65,992 SH   SOLE   65,992 0 0
ALPHABET INC CAP STK CL C 02079K107   22,698,550 135,765 SH   SOLE   135,765 0 0
ALPHABET INC CAP STK CL A 02079K305   8,662,346 52,230 SH   SOLE   52,230 0 0
AMAZON.COM INC COM 023135106   28,436,939 152,616 SH   SOLE   152,616 0 0
APPLE COMPUTER INC COM 037833100   24,043,503 103,191 SH   SOLE   103,191 0 0
AQUESTIVE THERAPUEUTICS COM 03843E104   87,648 17,600 SH   SOLE   17,600 0 0
ARGENX SE COM 04016X101   7,640,076 14,094 SH   SOLE   14,094 0 0
AUTODESK INC COM 052769106   6,001,056 21,784 SH   SOLE   21,784 0 0
BANK OF AMERICA CORP COM 060505104   4,043,392 101,900 SH   SOLE   101,900 0 0
BERKSHIRE HATHAWAY INC CLA 084670108   1,382,360 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,272,858 20,147 SH   SOLE   20,147 0 0
CHART INDUSTRIES INC COM 16115Q308   5,107,368 41,142 SH   SOLE   41,142 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108   1,632,067 5,036 SH   SOLE   5,036 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   204,896 1,150 SH   SOLE   1,150 0 0
COMCAST CL A VTG CLA 20030N101   1,936,750 46,367 SH   SOLE   46,367 0 0
COMMUNICATION SVCS SECTOR ETF COM 81369Y852   371,996 4,115 SH   SOLE   4,115 0 0
CONSUMER STAPLES SELECT SECTOR COM 81369Y308   273,900 3,300 SH   SOLE   3,300 0 0
COSTCO WHOLESALE COM 22160K105   771,272 870 SH   SOLE   870 0 0
CROWDSTRIKE HOLDINGS COM 22788C105   280,470 1,000 SH   SOLE   1,000 0 0
DELL TECHNOLOGIES, INC. CL C 24703L202   2,847,924 24,025 SH   SOLE   24,025 0 0
DIAMONDBACK ENERGY INC COM 25278X109   654,775 3,798 SH   SOLE   3,798 0 0
DOUBLEVERIFY HLDGS INC COM 25862V105   462,258 27,450 SH   SOLE   27,450 0 0
ELECTRONIC ARTS COM 285512109   7,605,332 53,021 SH   SOLE   53,021 0 0
EXPEDIA GROUP INC COM 30212P303   6,925,856 46,790 SH   SOLE   46,790 0 0
FIRST SOLAR INC COM 336433107   6,650,569 26,662 SH   SOLE   26,662 0 0
FISERV INC COM 337738108   2,096,516 11,670 SH   SOLE   11,670 0 0
FIVE9 INC COM USD0.001 COM 338307101   1,717,364 59,776 SH   SOLE   59,776 0 0
GOLAR LNG LIMITED COM STK USD1 COM G9456A100   7,805,067 212,325 SH   SOLE   212,325 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   10,638,626 185,860 SH   SOLE   185,860 0 0
HERC HOLDINGS INC COM 42704L104   3,771,317 23,655 SH   SOLE   23,655 0 0
HOME DEPOT COM 437076102   4,122,505 10,174 SH   SOLE   10,174 0 0
HONEYWELL INTL INC COM 438516106   1,095,563 5,300 SH   SOLE   5,300 0 0
INMODE LTD COM ILS0.01 COM M5425M103   860,890 50,790 SH   SOLE   50,790 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   4,131,661 25,720 SH   SOLE   25,720 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   366,052 750 SH   SOLE   750 0 0
ISHARES NATL AMT FREE MUNI ETF COM 464288414   272,661 2,510 SH   SOLE   2,510 0 0
ISHARES SP 500 INDEX ETF SP 500 INDEX 464287200   3,820,856 6,624 SH   SOLE   6,624 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GVRW 464287309   670,250 7,000 SH   SOLE   7,000 0 0
JOHNSON JOHNSON COM 478160104   810,300 5,000 SH   SOLE   5,000 0 0
JP MORGAN CHASE COM 46625H100   7,435,978 35,265 SH   SOLE   35,265 0 0
LILLY, ELI CO COM 532457108   908,088 1,025 SH   SOLE   1,025 0 0
LINDE PLC COM EUR0.001 COM G54950103   476,860 1,000 SH   SOLE   1,000 0 0
MARTIN MARIETTA MATERIALS COM 573284106   7,474,140 13,886 SH   SOLE   13,886 0 0
MASTERCARD INC CL A 57636Q104   4,051,629 8,205 SH   SOLE   8,205 0 0
MATADOR RESOURCES COMPANY COM COM 576485205   1,932,075 39,095 SH   SOLE   39,095 0 0
MERCADOLIBRE INC COM USD0.001 COM 58733R102   3,796,126 1,850 SH   SOLE   1,850 0 0
MERCK CO INC NEW COM 58933Y105   317,968 2,800 SH   SOLE   2,800 0 0
META PLATFORMS INC CLASS A COM COM 30303M102   5,758,746 10,060 SH   SOLE   10,060 0 0
MICROSOFT CORP COM 594918104   25,355,428 58,925 SH   SOLE   58,925 0 0
NICE LTD ADR-EACH CNV INTO 1 O SPON ADR 653656108   2,604,355 14,996 SH   SOLE   14,996 0 0
NOVO NORDISK A/S ADR-EACH CNV COM 670100205   830,870 6,978 SH   SOLE   6,978 0 0
NVIDIA CORP COM 67066G104   52,415,933 431,620 SH   SOLE   431,620 0 0
OPERA LIMITED SPON ADS EACH RE SPON ADS 68373M107   2,419,779 156,620 SH   SOLE   156,620 0 0
ORACLE CORPORATION COM 68389X105   11,234,131 65,928 SH   SOLE   65,928 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   1,356,078 11,198 SH   SOLE   11,198 0 0
REGENERON PHARMACEUTICALS COM 75886F107   13,478,999 12,822 SH   SOLE   12,822 0 0
RTX CORPORATION COM 75513E101   242,320 2,000 SH   SOLE   2,000 0 0
SAFE BULKERS INC COM Y7388L103   155,400 30,000 SH   SOLE   30,000 0 0
SALESFORCE.COM INC COM 79466L302   7,974,815 29,136 SH   SOLE   29,136 0 0
SCORPIO TANKERS INC COM Y7542C130   2,357,249 33,061 SH   SOLE   33,061 0 0
SNOWFLAKE INC CL A 833445109   229,720 2,000 SH   SOLE   2,000 0 0
SOCIEDAD QUIMICA MINERA DE CH SPON ADR SER B 833635105   1,037,790 24,899 SH   SOLE   24,899 0 0
SPDR GOLD TRUST COM 78463V107   255,213 1,050 SH   SOLE   1,050 0 0
SUMMIT MATERIALS INC COM 86614U100   1,914,343 49,048 SH   SOLE   49,048 0 0
SUNCOR ENERGY INC NEW COM 867224107   707,018 19,150 SH   SOLE   19,150 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109   6,916,950 45,000 SH   SOLE   45,000 0 0
TECHNOLOGY SECTOR ETF COM 81369Y803   734,849 3,255 SH   SOLE   3,255 0 0
TEEKAY TANKERS LTD COM USD0.01 COM Y8565N300   2,341,359 40,195 SH   SOLE   40,195 0 0
TELLURIAN INC NEW COM 87968A104   67,760 70,000 SH   SOLE   70,000 0 0
TSAKOS ENERGY NAVIGATION COM U COM G9108L173   1,772,311 70,610 SH   SOLE   70,610 0 0
UNITED RENTALS INC COM 911363109   13,775,936 17,013 SH   SOLE   17,013 0 0
VISA INC COM CL A 92826C839   7,341,990 26,703 SH   SOLE   26,703 0 0
VULCAN MATERIALS COM 929160109   4,848,575 19,361 SH   SOLE   19,361 0 0
WALMART STORES INC COM 931142103   4,033,462 49,950 SH   SOLE   49,950 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101   4,976,298 71,355 SH   SOLE   71,355 0 0