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
ALPHABET INC CAP STK CL C 02079K107 22,531 8,067 SH   SOLE   8,067 0 0
AMAZON COM INC COM 023135106 39,233 12,035 SH   SOLE   12,035 0 0
AMERICAN EXPRESS CO COM 025816109 24,740 132,297 SH   SOLE   132,297 0 0
APPLE INC COM 037833100 22,243 127,388 SH   SOLE   127,388 0 0
ATLANTICA SUSTAINABLE INFR P SHS G0751N103 3,186 90,854 SH   SOLE   90,854 0 0
BARRICK GOLD CORP COM 067901108 4,097 167,000 SH   SOLE   167,000 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 24,567 69,612 SH   SOLE   69,612 0 0
BK OF AMERICA CORP COM 060505104 23,373 567,026 SH   SOLE   567,026 0 0
BROOKFIELD RENEWABLE CORP CL A SUB VTG 11284V105 2,556 58,356 SH   SOLE   58,356 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 19,704 36,120 SH   SOLE   36,120 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 51,914 273,431 SH   SOLE   273,431 0 0
GENERAL ELECTRIC CO COM NEW 369604301 15,216 166,294 SH   SOLE   166,294 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 13,290 140,456 SH   SOLE   140,456 0 0
INTEL CORP COM 458140100 14,153 285,573 SH   SOLE   285,573 0 0
JPMORGAN CHASE & CO COM 46625H100 20,986 153,947 SH   SOLE   153,947 0 0
MERCADOLIBRE INC COM 58733R102 22,453 18,876 SH   SOLE   18,876 0 0
META PLATFORMS INC CL A 30303M102 22,149 99,607 SH   SOLE   99,607 0 0
MICRON TECHNOLOGY INC COM 595112103 6,304 80,933 SH   SOLE   80,933 0 0
MICROSOFT CORP COM 594918104 36,972 119,918 SH   SOLE   119,918 0 0
NEW YORK TIMES CO CL A 650111107 13,462 293,674 SH   SOLE   293,674 0 0
NOKIA CORP SPONSORED ADR 654902204 5,893 1,079,217 SH   SOLE   1,079,217 0 0
NXP SEMICONDUCTORS N V COM N6596X109 3,468 18,736 SH   SOLE   18,736 0 0
OFFERPAD SOLUTIONS INC COM CL A 67623L109 14,264 2,835,787 SH   SOLE   2,835,787 0 0
ORACLE CORP COM 68389X105 6,015 72,701 SH   SOLE   72,701 0 0
QORVO INC COM 74736K101 3,375 27,195 SH   SOLE   27,195 0 0
QUALCOMM INC COM 747525103 15,826 103,563 SH   SOLE   103,563 0 0
RAYTHEON TECHNOLOGIES CORP COM 75513E101 25,223 254,597 SH   SOLE   254,597 0 0
SALESFORCE COM INC COM 79466L302 5,898 27,779 SH   SOLE   27,779 0 0
SEA LTD SPONSORD ADS 81141R100 17,633 147,197 SH   SOLE   147,197 0 0
TRANSDIGM GROUP INC COM 893641100 10,799 16,575 SH   SOLE   16,575 0 0
UBER TECHNOLOGIES INC COM 90353T100 21,176 593,511 SH   SOLE   593,511 0 0
UNILEVER PLC SPON ADR NEW 904767704 16,233 356,226 SH   SOLE   356,226 0 0
VISA INC COM CL A 92826C839 10,714 48,311 SH   SOLE   48,311 0 0
YANDEX N V SHS CLASS A N97284108 1,809 95,488 SH   SOLE   95,488 0 0