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   1,056,115 2,375 SH   SOLE   2,375 0 0
AGNICO EAGLE MINES LTD COM 008474108   5,161,234 65,992 SH   SOLE   65,992 0 0
ALPHABET INC CAP STK CL C 02079K107   25,888,414 135,940 SH   SOLE   135,940 0 0
ALPHABET INC CAP STK CAP STK CL A 02079K305   9,887,139 52,230 SH   SOLE   52,230 0 0
AMAZON.COM INC COM 023135106   34,410,444 156,846 SH   SOLE   156,846 0 0
APPLE COMPUTER INC COM 037833100   25,841,090 103,191 SH   SOLE   103,191 0 0
AQUESTIVE THERAPUEUTICS COM 03843E104   951,908 267,390 SH   SOLE   267,390 0 0
ARGENX SE SPON ADR 04016X101   7,110,015 11,561 SH   SOLE   11,561 0 0
AUTODESK INC COM 052769106   5,421,641 18,343 SH   SOLE   18,343 0 0
BANK OF AMERICA CORP COM 060505104   4,474,110 101,800 SH   SOLE   101,800 0 0
BERKSHIRE HATHAWAY INC CL A 084670108   1,361,840 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   9,132,232 20,147 SH   SOLE   20,147 0 0
BRIDGEBIO PHARMA COM 10806X102   353,976 12,900 SH   SOLE   12,900 0 0
CHART INDUSTRIES INC COM 16115Q308   7,373,485 38,637 SH   SOLE   38,637 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108   1,726,190 5,036 SH   SOLE   5,036 0 0
CITIGROUP INC COM NEW 172967424   893,953 12,700 SH   SOLE   12,700 0 0
COMCAST CL A VTG CL A 20030N101   1,740,154 46,367 SH   SOLE   46,367 0 0
COMMUNICATION SVCS SECTOR ETF COMMUNICATION 81369Y852   398,373 4,115 SH   SOLE   4,115 0 0
CONSUMER STAPLES SELECT SECTOR SBI CONS STPLS 81369Y308   259,413 3,300 SH   SOLE   3,300 0 0
COSTCO WHOLESALE COM 22160K105   797,155 870 SH   SOLE   870 0 0
CROWDSTRIKE HOLDINGS CL A 22788C105   342,160 1,000 SH   SOLE   1,000 0 0
CYTOKINETICS INC COM NEW 23282W605   1,039,819 22,105 SH   SOLE   22,105 0 0
DELL TECHNOLOGIES CL C 24703L202   3,601,250 31,250 SH   SOLE   31,250 0 0
DIAMONDBACK ENERGY INC COM 25278X109   576,190 3,517 SH   SOLE   3,517 0 0
ELECTRONIC ARTS COM 285512109   7,748,194 52,961 SH   SOLE   52,961 0 0
EXPEDIA GROUP INC COM NEW 30212P303   6,942,656 37,260 SH   SOLE   37,260 0 0
FISERV INC COM 337738108   2,366,438 11,520 SH   SOLE   11,520 0 0
FIVE9 INC COM USD0.001 COM 338307101   1,967,382 48,410 SH   SOLE   48,410 0 0
GOLAR LNG LIMITED COM STK USD1 SHS G9456A100   8,969,724 211,950 SH   SOLE   211,950 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   8,865,647 185,435 SH   SOLE   185,435 0 0
HERC HOLDINGS INC COM 42704L104   3,882,780 20,508 SH   SOLE   20,508 0 0
HEWLETT PACKARD ENTERPRISE COM 42824C109   2,578,653 120,780 SH   SOLE   120,780 0 0
HOME DEPOT COM 437076102   3,949,415 10,153 SH   SOLE   10,153 0 0
HONEYWELL INTL INC COM 438516106   1,197,217 5,300 SH   SOLE   5,300 0 0
INMODE LTD COM ILS0.01 SHS M5425M103   859,883 51,490 SH   SOLE   51,490 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   3,832,537 25,720 SH   SOLE   25,720 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   383,422 750 SH   SOLE   750 0 0
ISHARES NATL AMT FREE MUNI ETF NATL MUNI ETF 464288414   267,440 2,510 SH   SOLE   2,510 0 0
ISHARES SP 500 INDEX ETF CORE SP 500 E 464287200   3,899,416 6,624 SH   SOLE   6,624 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309   710,710 7,000 SH   SOLE   7,000 0 0
JAZZ PHARMACEUTICALS PLC COM U SHS USD G50871105   3,134,168 25,450 SH   SOLE   25,450 0 0
JOHNSON JOHNSON COM 478160104   723,100 5,000 SH   SOLE   5,000 0 0
JP MORGAN CHASE COM 46625H100   8,406,630 35,070 SH   SOLE   35,070 0 0
LILLY, ELI CO COM 532457108   791,300 1,025 SH   SOLE   1,025 0 0
LINDE PLC COM EUR0.001 SHS G54950103   418,670 1,000 SH   SOLE   1,000 0 0
MARTIN MARIETTA MATERIALS COM 573284106   7,172,119 13,886 SH   SOLE   13,886 0 0
MASTERCARD INC CL A 57636Q104   4,320,507 8,205 SH   SOLE   8,205 0 0
MERCADOLIBRE INC COM USD0.001 COM 58733R102   3,145,814 1,850 SH   SOLE   1,850 0 0
MERCK CO INC NEW COM 58933Y105   278,544 2,800 SH   SOLE   2,800 0 0
META PLATFORMS INC CLASS A COM CL A 30303M102   5,363,272 9,160 SH   SOLE   9,160 0 0
MICRON COM 595112103   2,050,138 24,360 SH   SOLE   24,360 0 0
MICROSOFT CORP COM 594918104   24,480,720 58,080 SH   SOLE   58,080 0 0
NAVIGATOR HOLDINGS LTD ORD SHS Y62132108   2,503,585 163,100 SH   SOLE   163,100 0 0
NEWMONT MNG CORP HLDG CO COM 651639106   420,586 11,300 SH   SOLE   11,300 0 0
NICE LTD ADR-EACH CNV INTO 1 O SPON ADR 653656108   7,275,266 42,836 SH   SOLE   42,836 0 0
NVIDIA CORP COM 67066G104   57,985,751 431,795 SH   SOLE   431,795 0 0
OPERA LIMITED SPON ADS EACH RE SPON ADS 68373M107   2,598,947 137,220 SH   SOLE   137,220 0 0
ORACLE CORPORATION COM 68389X105   10,784,441 64,717 SH   SOLE   64,717 0 0
PFIZER INC COM 717081103   543,865 20,500 SH   SOLE   20,500 0 0
PINTEREST INC CL A 72352L106   4,775,140 164,660 SH   SOLE   164,660 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   1,307,623 11,032 SH   SOLE   11,032 0 0
REGENERON PHARMACEUTICALS COM 75886F107   9,305,879 13,064 SH   SOLE   13,064 0 0
RTX CORPORATION COM 75513E101   231,440 2,000 SH   SOLE   2,000 0 0
SAFE BULKERS INC COM Y7388L103   107,100 30,000 SH   SOLE   30,000 0 0
SALESFORCE.COM INC COM 79466L302   8,460,555 25,306 SH   SOLE   25,306 0 0
SCORPIO TANKERS INC SHS Y7542C130   487,707 9,815 SH   SOLE   9,815 0 0
SNOWFLAKE INC CL A 833445109   308,820 2,000 SH   SOLE   2,000 0 0
SOCIEDAD QUIMICA MINERA DE CH SPON ADR SER B 833635105   905,328 24,899 SH   SOLE   24,899 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   314,769 1,300 SH   SOLE   1,300 0 0
SUMMIT MATERIALS INC CL A 86614U100   1,396,155 27,592 SH   SOLE   27,592 0 0
SUNCOR ENERGY INC NEW COM 867224107   683,272 19,150 SH   SOLE   19,150 0 0
SYNOPSYS INC COM 871607107   2,307,887 4,755 SH   SOLE   4,755 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109   8,266,112 44,905 SH   SOLE   44,905 0 0
TECHNOLOGY SECTOR ETF TECHNOLOGY 81369Y803   756,853 3,255 SH   SOLE   3,255 0 0
TEEKAY TANKERS LTD (BM) COM US CL A G8726X106   369,450 9,285 SH   SOLE   9,285 0 0
UNITED RENTALS INC COM 911363109   11,695,817 16,603 SH   SOLE   16,603 0 0
VISA INC COM COM CL A 92826C839   7,730,338 24,460 SH   SOLE   24,460 0 0
VULCAN MATERIALS COM 929160109   4,980,230 19,361 SH   SOLE   19,361 0 0
WALMART STORES INC COM 931142103   4,241,932 46,950 SH   SOLE   46,950 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101   5,643,740 69,155 SH   SOLE   69,155 0 0