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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 10,940 19,293 SH   SOLE   19,293 0 0
ALPHABET INC CAP STK CL C 02079K107 27,894 9,640 SH   SOLE   9,640 0 0
AMAZON COM INC COM 023135106 49,065 14,715 SH   SOLE   14,715 0 0
AMERICAN EXPRESS CO COM 025816109 25,482 155,759 SH   SOLE   155,759 0 0
APPLE INC COM 037833100 33,489 188,597 SH   SOLE   188,597 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 3,249 90,854 SH   SOLE   90,854 0 0
BARRICK GOLD CORP COM 067901108 3,173 167,000 SH   SOLE   167,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 30,117 100,727 SH   SOLE   100,727 0 0
BK OF AMERICA CORP COM 060505104 26,899 604,606 SH   SOLE   604,606 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 2,149 58,356 SH   SOLE   58,356 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 27,034 41,465 SH   SOLE   41,465 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 69,006 273,431 SH   SOLE   273,431 0 0
GENERAL ELECTRIC CO COM NEW 369604301 9,518 100,752 SH   SOLE   100,752 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 20,285 178,678 SH   SOLE   178,678 0 0
INTEL CORP COM 458140100 14,707 285,573 SH   SOLE   285,573 0 0
JPMORGAN CHASE & CO COM 46625H100 24,378 153,947 SH   SOLE   153,947 0 0
MERCADOLIBRE INC COM 58733R102 32,943 24,431 SH   SOLE   24,431 0 0
META PLATFORMS INC CL A 30303M102 28,118 83,597 SH   SOLE   83,597 0 0
MICRON TECHNOLOGY INC COM 595112103 12,320 132,260 SH   SOLE   132,260 0 0
MICROSOFT CORP COM 594918104 53,617 159,423 SH   SOLE   159,423 0 0
NEW YORK TIMES CO CL A 650111107 21,046 435,739 SH   SOLE   435,739 0 0
QORVO INC COM 74736K101 5,627 35,981 SH   SOLE   35,981 0 0
QUALCOMM INC COM 747525103 14,160 77,433 SH   SOLE   77,433 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 20,868 242,485 SH   SOLE   242,485 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 2,083 121,573 SH   SOLE   121,573 0 0
SALESFORCE COM INC COM 79466L302 9,829 38,679 SH   SOLE   38,679 0 0
SEA LTD SPONSORD ADS 81141R100 20,322 90,841 SH   SOLE   90,841 0 0
SERVICENOW INC COM 81762P102 10,218 15,742 SH   SOLE   15,742 0 0
TRANSDIGM GROUP INC COM 893641100 27,674 43,494 SH   SOLE   43,494 0 0
UBER TECHNOLOGIES INC COM 90353T100 26,325 627,839 SH   SOLE   627,839 0 0
UNILEVER PLC SPON ADR NEW 904767704 12,479 232,000 SH   SOLE   232,000 0 0
WISDOMTREE TR JAPN HEDGE EQT 97717W851 22,453 359,018 SH   SOLE   359,018 0 0
WORKDAY INC CL A 98138H101 8,760 32,066 SH   SOLE   32,066 0 0
YANDEX N V SHS CLASS A N97284108 5,777 95,488 SH   SOLE   95,488 0 0