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   926,225 2,415 SH   SOLE   2,415 0 0
AGNICO EAGLE MINES LTD COM 008474108   5,131,479 47,334 SH   SOLE   47,334 0 0
ALPHABET INC CAP STK CL C 02079K107   21,284,619 136,239 SH   SOLE   136,239 0 0
ALPHABET INC CAP STK CAP STK CL A 02079K305   8,076,847 52,230 SH   SOLE   52,230 0 0
AMAZON.COM INC COM 023135106   29,830,104 156,786 SH   SOLE   156,786 0 0
APPLE COMPUTER INC COM 037833100   22,870,283 102,959 SH   SOLE   102,959 0 0
AQUESTIVE THERAPUEUTICS COM 03843E104   1,448,753 499,570 SH   SOLE   499,570 0 0
ARGENX SE SPON ADR 04016X101   6,554,905 11,075 SH   SOLE   11,075 0 0
AUTODESK INC COM 052769106   4,519,453 17,263 SH   SOLE   17,263 0 0
BANK OF AMERICA CORP COM 060505104   4,129,184 98,950 SH   SOLE   98,950 0 0
BERKSHIRE HATHAWAY INC CL A 084670108   1,596,883 2 SH   SOLE   2 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   10,263,349 19,271 SH   SOLE   19,271 0 0
BRIDGEBIO PHARMA COM 10806X102   587,690 17,000 SH   SOLE   17,000 0 0
CHART INDUSTRIES INC COM 16115Q308   4,234,368 29,332 SH   SOLE   29,332 0 0
CHARTER COMMUNICATIONS INC NEW CL A 16119P108   1,611,213 4,372 SH   SOLE   4,372 0 0
CHEVRONTEXACO CORP COM 166764100   271,846 1,625 SH   SOLE   1,625 0 0
COMCAST CL A VTG CL A 20030N101   1,468,620 39,800 SH   SOLE   39,800 0 0
COMMUNICATION SVCS SECTOR ETF COMMUNICATION 81369Y852   376,637 3,905 SH   SOLE   3,905 0 0
CONSUMER STAPLES SELECT SECTOR SBI CONS STPLS 81369Y308   269,511 3,300 SH   SOLE   3,300 0 0
COSTCO WHOLESALE COM 22160K105   608,137 643 SH   SOLE   643 0 0
CROWDSTRIKE HOLDINGS CL A 22788C105   352,580 1,000 SH   SOLE   1,000 0 0
CYTOKINETICS INC COM NEW 23282W605   907,490 22,580 SH   SOLE   22,580 0 0
DELL TECHNOLOGIES CL C 24703L202   2,846,159 31,225 SH   SOLE   31,225 0 0
ELECTRONIC ARTS COM 285512109   7,572,993 52,401 SH   SOLE   52,401 0 0
EXPEDIA GROUP INC COM NEW 30212P303   4,222,672 25,120 SH   SOLE   25,120 0 0
FISERV INC COM 337738108   1,737,932 7,870 SH   SOLE   7,870 0 0
FIVE9 INC COM USD0.001 COM 338307101   1,548,364 57,030 SH   SOLE   57,030 0 0
GOLAR LNG LIMITED COM STK USD1 SHS G9456A100   5,910,142 155,571 SH   SOLE   155,571 0 0
HALOZYME THERAPEUTICS INC COM 40637H109   9,518,857 149,175 SH   SOLE   149,175 0 0
HERC HOLDINGS INC COM 42704L104   2,671,436 19,896 SH   SOLE   19,896 0 0
HOME DEPOT COM 437076102   3,707,046 10,115 SH   SOLE   10,115 0 0
HONEYWELL INTL INC COM 438516106   1,122,275 5,300 SH   SOLE   5,300 0 0
INMODE LTD COM ILS0.01 SHS M5425M103   298,032 16,800 SH   SOLE   16,800 0 0
INTERCONTINENTAL EXCHANGE INC COM 45866F104   4,359,075 25,270 SH   SOLE   25,270 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   1,104,730 33,275 SH   SOLE   33,275 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   234,460 500 SH   SOLE   500 0 0
ISHARES ETHEREUM TR SHS 46438R105   138,200 10,000 SH   SOLE   10,000 0 0
ISHARES NATL AMT FREE MUNI ETF NATL MUNI ETF 464288414   264,654 2,510 SH   SOLE   2,510 0 0
ISHARES SP 500 INDEX ETF CORE SP 500 E 464287200   4,040,623 7,191 SH   SOLE   7,191 0 0
ISHARES SP 500/BARRA GROWTH I SP 500 GRWT E 464287309   647,489 6,975 SH   SOLE   6,975 0 0
JAZZ PHARMACEUTICALS PLC COM U SHS USD G50871105   3,154,031 25,405 SH   SOLE   25,405 0 0
JOHNSON JOHNSON COM 478160104   829,200 5,000 SH   SOLE   5,000 0 0
JP MORGAN CHASE COM 46625H100   8,355,409 34,062 SH   SOLE   34,062 0 0
LILLY, ELI CO COM 532457108   805,262 975 SH   SOLE   975 0 0
LINDE PLC COM EUR0.001 SHS G54950103   465,640 1,000 SH   SOLE   1,000 0 0
MARTIN MARIETTA MATERIALS COM 573284106   7,319,214 15,308 SH   SOLE   15,308 0 0
MASTERCARD INC CL A 57636Q104   4,497,325 8,205 SH   SOLE   8,205 0 0
MERCADOLIBRE INC COM USD0.001 COM 58733R102   3,609,110 1,850 SH   SOLE   1,850 0 0
MERCK CO INC NEW COM 58933Y105   251,328 2,800 SH   SOLE   2,800 0 0
META PLATFORMS INC CLASS A COM CL A 30303M102   5,348,621 9,280 SH   SOLE   9,280 0 0
MICRON COM 595112103   2,512,251 28,913 SH   SOLE   28,913 0 0
MICROSOFT CORP COM 594918104   19,655,045 52,359 SH   SOLE   52,359 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307   577,909 1,320 SH   SOLE   1,320 0 0
NAVIGATOR HOLDINGS LTD ORD SHS Y62132108   3,568,411 268,100 SH   SOLE   268,100 0 0
NEWMONT MNG CORP HLDG CO COM 651639106   8,590,219 177,925 SH   SOLE   177,925 0 0
NICE LTD ADR-EACH CNV INTO 1 O SPON ADR 653656108   5,959,904 38,658 SH   SOLE   38,658 0 0
NUCOR CORPORATION COM 670346105   2,587,310 21,500 SH   SOLE   21,500 0 0
NVIDIA CORP COM 67066G104   51,826,991 478,197 SH   SOLE   478,197 0 0
ORACLE CORPORATION COM 68389X105   8,733,511 62,467 SH   SOLE   62,467 0 0
PINTEREST INC CL A 72352L106   5,096,400 164,400 SH   SOLE   164,400 0 0
PRUDENTIAL FINANCIAL INC COM 744320102   1,107,419 9,916 SH   SOLE   9,916 0 0
REGENERON PHARMACEUTICALS COM 75886F107   8,303,339 13,092 SH   SOLE   13,092 0 0
RTX CORPORATION COM 75513E101   264,920 2,000 SH   SOLE   2,000 0 0
SAFE BULKERS INC COM Y7388L103   110,700 30,000 SH   SOLE   30,000 0 0
SALESFORCE.COM INC COM 79466L302   6,649,692 24,779 SH   SOLE   24,779 0 0
SNOWFLAKE INC CL A 833445109   292,320 2,000 SH   SOLE   2,000 0 0
SOCIEDAD QUIMICA MINERA DE CH SPON ADR SER B 833635105   989,237 24,899 SH   SOLE   24,899 0 0
SPDR GOLD TRUST GOLD SHS 78463V107   374,582 1,300 SH   SOLE   1,300 0 0
SUNCOR ENERGY INC NEW COM 867224107   438,504 11,325 SH   SOLE   11,325 0 0
SYNOPSYS INC COM 871607107   2,012,593 4,693 SH   SOLE   4,693 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109   6,499,360 31,360 SH   SOLE   31,360 0 0
TECHNOLOGY SECTOR ETF TECHNOLOGY 81369Y803   642,153 3,110 SH   SOLE   3,110 0 0
TEEKAY TANKERS LTD (BM) COM US CL A G8726X106   405,088 10,585 SH   SOLE   10,585 0 0
UNITED RENTALS INC COM 911363109   10,111,178 16,134 SH   SOLE   16,134 0 0
VISA INC COM COM CL A 92826C839   8,534,402 24,352 SH   SOLE   24,352 0 0
VULCAN MATERIALS COM 929160109   4,541,418 19,466 SH   SOLE   19,466 0 0
WALMART STORES INC COM 931142103   4,121,740 46,950 SH   SOLE   46,950 0 0
ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101   3,786,983 51,335 SH   SOLE   51,335 0 0